BlackstoneBX

13F holders, Q2 2026 (June 30)
2,155holders +22
153new positions
127sold out
13famous investors
$117.54avg. 13F price*

At the end of Q2 2026, 2,155 institutions reported holding Blackstone Inc. (BX) in their 13F filings, up 22 from Q1 2026. 153 opened new positions and 127 sold out. The largest holders were BlackRock, Inc. ($6.1B), Vanguard Capital Management LLC ($5.7B) and Morgan Stanley ($4.1B). 13 famous investors held it, including Tom Gayner (1.1% of Markel Group's portfolio), Jim Simons / Peter Brown (0.3% of Renaissance Technologies's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions153$283.9M
Exits127$321.0M

All 13F filers, Q1 2026 → Q2 2026: 34,051,305 shares bought and 23,951,479 shares sold, net +10,099,826 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,155 holders

BlackRock, Inc. 0.09% Reduce -1.4% 51,943,245 $6.1B
Vanguard Capital Management LLC 0.12% Add +0.4% 48,510,319 $5.7B
Morgan Stanley 0.22% Add +7.2% 34,842,332 $4.1B
State Street Corp. 0.11% Add +1.4% 32,463,609 $3.8B
Charles Schwab Investment Management Inc. 0.37% Add +10.0% 23,500,355 $2.8B
JPMorgan Chase & Co. 0.13% Add +20.3% 19,156,246 $2.2B
Geode Capital Management, LLC 0.11% Add +0.3% 18,366,521 $2.2B
Vanguard Portfolio Management LLC 0.08% Reduce -1.7% 15,767,752 $1.9B
Capital Research Global Investors 0.22% Reduce -10.5% 13,195,066 $1.6B
Bank of America Corp. 0.09% Add +0.5% 11,594,914 $1.4B
Goldman Sachs Group Inc. 0.11% Add +16.3% 8,738,575 $1.0B
UBS Group AG 0.14% Reduce -2.0% 7,311,475 $860.3M
Northern Trust Corp. 0.09% Reduce -2.9% 6,935,671 $816.1M
Capital World Investors 0.10% Add +0.1% 6,935,655 $816.1M
Norges Bank 0.08% — 6,719,504 $790.7M
Wells Fargo & Company 0.13% Add +14.9% 6,396,724 $752.7M
Clearbridge Investments, LLC 0.58% Add +93.4% 5,912,077 $695.7M
Legal & General Group Plc 0.13% Add +5.2% 5,143,770 $605.3M
Aristotle Capital Management, LLC 1.23% Reduce -4.8% 4,964,102 $584.1M
Royal Bank of Canada 0.10% Add +3.3% 4,850,489 $570.8M
Bank of New York Mellon Corp 0.08% Reduce -3.2% 4,374,400 $514.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Add +1.2% 4,353,274 $512.2M
Vanguard Fiduciary Trust Co. 0.11% Reduce -1.4% 4,249,227 $500.0M
Fayez Sarofim & Co 1.12% Add +27.1% 4,042,389 $475.7M
Barclays PLC 0.14% Add +19.1% 3,873,975 $455.9M
Neuberger Berman Group LLC 0.29% Reduce -11.3% 3,704,747 $435.9M
CIBC Bancorp USA Inc. 0.47% Reduce -20.7% 3,203,373 $377.3M
Invesco Ltd. 0.03% Add +1.1% 3,145,010 $370.1M
Capital International Investors 0.07% Reduce -25.7% 2,900,495 $341.3M
Amundi 0.08% Add +10.9% 2,712,506 $319.2M
HighTower Advisors, LLC 0.29% Add +6.7% 2,542,438 $299.2M
Deutsche Bank AG 0.08% Reduce -16.0% 2,297,785 $270.4M
Beck Mack & Oliver LLC 5.12% Reduce -1.3% 2,230,056 $262.4M
Stifel Financial Corp. 0.22% Add +14.3% 2,226,603 $262.0M
Raymond James Financial Inc. 0.07% Add +16.2% 2,218,462 $261.0M
Nuveen, LLC 0.06% Reduce -1.0% 2,015,497 $237.2M
National Philanthropic Trust 3.30% Reduce -1.9% 1,938,866 $228.1M
Jupiter Topco LLC 0.09% — 1,882,354 $221.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +7.4% 1,811,214 $213.1M
Van Eck Associates Corp. 0.13% Add +0.3% 1,770,478 $208.3M
D. E. Shaw & Co. 0.13% Reduce -54.5% 1,720,765 $202.5M
HSBC Holdings PLC 0.10% Add +3.0% 1,720,889 $201.7M
LPL Financial LLC 0.04% Add +15.4% 1,695,516 $199.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.13% Add +13.0% 1,680,250 $197.7M
Focus Partners Wealth 0.20% Reduce -33.3% 1,675,214 $197.1M
National Pension Service 0.13% Add +4.4% 1,671,137 $196.6M
Vanguard Global Advisers, LLC 0.09% Reduce -2.0% 1,603,702 $188.7M
Dimensional Fund Advisors LP 0.03% Add +3.8% 1,597,122 $187.9M
BNP Paribas Financial Markets 0.10% Add +12.8% 1,582,004 $186.2M
Lazard Asset Management LLC 0.28% Add +4.4% 1,576,198 $185.5M
Sumitomo Mitsui Trust Group, Inc. 0.11% Reduce -2.4% 1,575,095 $185.3M
Renaissance Technologies 0.25% Add +9.7% 1,570,300 $184.8M
Cryder Capital Partners LLP 11.48% Add +11.3% 1,548,293 $182.2M
Ameriprise Financial Inc. 0.04% Reduce -5.4% 1,508,395 $177.4M
FMR LLC 0.01% Add +11.0% 1,485,154 $174.8M
First Trust Advisors LP 0.10% Add +2541.1% 1,474,305 $173.5M
Edgewood Management LLC 1.77% Reduce -41.9% 1,460,959 $171.9M
T. Rowe Price Associates Inc. 0.02% Reduce -9.4% 1,450,901 $170.7M
Manufacturers Life Insurance Company, The 0.13% Add +268.4% 1,450,070 $170.6M
Evercore Wealth Management, LLC 2.25% Add +0.3% 1,349,169 $158.8M
Jones Financial Companies LLLP 0.06% Add +67.9% 1,321,572 $152.5M
Citadel Advisors 0.09% Add +107.8% 1,291,987 $152.0M
Rhumbline Advisers 0.11% Reduce -2.6% 1,242,310 $146.2M
Markel Group 1.10% No change 1,229,000 $144.6M
Citigroup Inc. 0.07% Add +1.0% 1,225,373 $144.2M
Heard Capital LLC 6.13% Reduce -1.2% 1,217,600 $143.3M
Jane Street Group, LLC 0.09% Add +244.7% 1,209,165 $142.3M
Ensign Peak Advisors, Inc 0.23% Add +12.0% 1,208,744 $142.2M
Healthcare of Ontario Pension Plan Trust Fund 0.20% Add +94.4% 1,194,245 $140.5M
Natixis Advisors, LLC 0.16% Add +64.0% 1,175,137 $138.3M
Brown Advisory Inc. 0.21% Reduce -2.9% 1,144,014 $134.6M
PNC Financial Services Group, Inc. 0.07% Add +0.9% 1,127,500 $132.7M
Rockefeller Capital Management L.P. 0.20% Add +4.1% 1,124,085 $132.3M
California State Teachers Retirement System 0.12% Add +2.9% 1,108,304 $130.4M
Aberdeen Group plc 0.17% Add +5.7% 1,057,285 $124.4M
Bank of Montreal 0.04% Add +12.4% 1,012,727 $119.2M
Blair William & Co. 0.31% Reduce -14.2% 1,011,005 $119.0M
Canada Pension Plan Investment Board 0.06% Reduce -13.1% 978,074 $115.1M
AQR Capital Management 0.04% Reduce -7.3% 892,180 $104.1M
Principal Financial Group Inc. 0.05% Add +2.8% 883,125 $103.9M
Swiss Life Asset Management Ltd 0.43% Reduce -3.7% 870,269 $102.4M
Alliancebernstein L.P. 0.03% Reduce -11.4% 860,318 $98.9M
Janney Montgomery Scott LLC 0.19% Add +10.5% 840,150 $98.9M
New York State Common Retirement Fund 0.12% Reduce -6.4% 833,620 $98.1M
Mirae Asset Global Investments Co., Ltd. 0.18% Add +16.5% 806,048 $94.8M
Nomura Asset Management International Inc. 0.14% Add +79.1% 795,585 $93.6M
First Financial Bankshares Inc 1.72% Reduce -0.1% 779,459 $91.7M
Russell Investments Group, Ltd. 0.08% Add +31.7% 758,551 $89.0M
CANADA LIFE ASSURANCE Co 0.14% Add +12.9% 725,686 $85.1M
Advisors Capital Management, LLC 0.89% Reduce -0.9% 704,601 $82.9M
National Bank of Canada 0.07% Reduce -34.0% 677,587 $79.7M
John & Kathleen Schreiber Foundation 79.72% Reduce -4.5% 648,677 $76.3M
State Board of Administration of Florida Retirement System 0.12% Reduce -2.0% 630,107 $74.1M
Aviva PLC 0.11% Add +9.9% 621,850 $73.2M
Douglas Lane & Associates, LLC 0.98% Add +1.2% 612,836 $72.1M
Cerity Partners LLC 0.09% Add +0.5% 606,509 $71.4M
Baron Capital (BAMCO) 0.10% Add +525.0% 591,248 $69.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.11% Add +16.0% 587,851 $69.2M
Fort Washington Investment Advisors Inc. 0.34% Add +17735.9% 574,137 $67.6M
Franklin Resources Inc. 0.01% Add +16.3% 554,165 $65.2M
Whittier Trust Co. 0.63% Add +3.3% 520,954 $64.3M
NewEdge Wealth, LLC 0.65% Add +1.7% 546,382 $64.3M
Fairview Capital Investment Management, LLC 3.39% Reduce -1.4% 545,308 $64.2M
New York State Teachers Retirement System 0.12% Reduce -1.0% 540,477 $63.6M
J. L. Bainbridge & Co., Inc. 5.06% Add +72.2% 539,047 $63.4M
Envestnet Asset Management Inc. 0.01% Add +26.6% 516,420 $60.8M
Commonwealth Equity Services, LLC 0.07% Reduce -4.9% 505,508 $59.5M
Susquehanna International Group, LLP 0.05% Reduce -44.0% 494,114 $58.1M
Crestwood Advisors Group, LLC 0.86% Reduce -1.4% 492,942 $58.0M
Barr E S & Co. 3.20% Reduce -0.9% 485,135 $57.1M
Cetera Investment Advisers 0.05% Add +9.8% 469,974 $55.3M
APG Asset Management N.V. 0.13% Add +39.0% 532,341 $54.8M
Bowen Hanes & Co. Inc. 1.33% No change 473,338 $54.4M
Osaic Holdings, Inc. 0.06% Add +10.4% 460,666 $54.2M
Williams Jones Wealth Management, LLC. 0.60% Reduce -5.8% 454,800 $53.5M
Nomura Asset Management Co. Ltd. 0.11% Add +5.2% 453,036 $53.3M
Woodline Partners LP 0.16% Add +37.2% 446,088 $52.5M
Sei Investments Co. 0.05% Reduce -1.4% 442,557 $52.1M
Adage Capital Partners Gp, L.L.C. 0.07% Reduce -27.9% 440,100 $51.8M
Creative Planning 0.03% Add +8.7% 436,815 $51.4M
ARS Investment Partners, LLC 2.24% Add +13.0% 435,778 $51.3M
Jain Global LLC 0.64% Add +43.9% 429,033 $50.5M
Cornerstone Investment Partners, LLC 1.68% New 428,346 $50.4M
Bank of Nova Scotia 0.08% Reduce -47.6% 422,800 $49.8M
SG Americas Securities, LLC 0.03% Add +13.4% 416,890 $49.1M
Callodine Capital Management, LP 3.16% Reduce -9.6% 407,621 $48.0M
State of Wisconsin Investment Board 0.09% Add +0.2% 396,172 $46.6M
Vanguard Investments Australia, Ltd. 0.11% Add +3.0% 379,262 $44.6M
Walleye Trading LLC 0.61% Reduce -7.8% 373,962 $44.0M
Quantinno Capital Management LP 0.05% Add +53.3% 371,433 $43.7M
Walnut Private Equity Partners, LLC 23.61% Add +2.0% 371,142 $43.7M
Chevy Chase Trust Holdings, LLC 0.11% Reduce -2.8% 367,374 $43.2M
Allspring Global Investments Holdings, LLC 0.07% Add +19.5% 359,930 $43.0M
Fishman Jay A Ltd. 3.37% Add +1.2% 359,909 $42.4M
Partners Group Holding AG 2.88% Reduce -3.4% 359,105 $42.3M
Capitolis Liquid Global Markets LLC 0.18% Add +176.2% 359,000 $42.2M
Corient Private Wealth LP 0.06% Reduce -10.7% 351,704 $41.4M
Country Trust Bank 0.72% Add +3.2% 350,300 $41.2M
Prudential Financial Inc. 0.04% Reduce -1.0% 345,960 $40.7M
MFF Capital Investments Ltd 2.46% No change 345,251 $40.6M
Capital Advisors Inc. 0.58% Add +35.2% 337,510 $39.7M
Randolph Co Inc 3.26% Add +0.0% 329,420 $38.8M
Coalescence Partners Investment Management, LP 11.23% Reduce -0.5% 324,966 $38.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +181.0% 324,119 $38.1M
Victory Capital Management Inc. 0.02% Reduce -0.1% 318,079 $37.4M
Asset Management One Co., Ltd. 0.10% Add +2.2% 317,598 $37.4M
Treasurer of the State of North Carolina 0.10% Reduce -0.1% 317,166 $37.3M
Mariner, LLC 0.04% Reduce -31.4% 316,672 $37.3M
Pictet Asset Management Holding SA 0.04% Reduce -21.4% 315,073 $37.1M
Susquehanna Fundamental Investments, LLC 0.70% Add +411.5% 314,318 $37.0M
Kimelman & Baird, LLC 2.69% Reduce -0.7% 310,353 $36.5M
TD Waterhouse Canada Inc. 0.09% Add +1.5% 300,392 $35.9M
Mitsubishi UFJ Trust & Banking Corp 0.08% Add +0.0% 304,237 $35.8M
Meitav Investment House Ltd. 0.24% Reduce -27.9% 304,130 $35.8M
Stephens Inc. 0.40% Add +4.0% 303,289 $35.7M
Ofi Invest Asset Management 0.35% New 341,000 $35.1M
Cambridge Investment Research Advisors, Inc. 0.08% Add +3.0% 298,216 $35.1M
Korea Investment CORP 0.07% Add +36.1% 294,003 $34.6M
KLP Kapitalforvaltning As 0.11% Add +7.6% 293,000 $34.5M
Fifth Third Bancorp 0.06% Add +4.6% 292,982 $34.5M
TD Asset Management Inc 0.03% Reduce -4.6% 290,395 $34.2M
Schroder Investment Management Group 0.02% Add +9.2% 295,668 $34.0M
Howard Capital Management Group, LLC 2.07% Add +0.4% 288,147 $33.9M
Public Employees Retirement System of Ohio 0.10% Reduce -5.2% 286,205 $33.7M
Kestra Advisory Services, LLC 0.11% Add +6.1% 283,769 $33.4M
Danske Bank A/S 0.07% Reduce -1.5% 282,156 $33.2M
State of Tennessee, Department of Treasury 0.10% Reduce -0.7% 277,130 $32.6M
Midwest Trust Co 0.36% Add +10.5% 272,977 $32.1M
Allen Investment Management, LLC 0.38% Reduce -6.0% 269,033 $31.7M
Tredje AP-fonden 0.14% Add +22.4% 268,572 $31.6M
Empowered Funds, LLC 0.16% Add +9.4% 265,227 $31.2M
Handelsbanken Fonder AB 0.09% Reduce -3.4% 263,714 $31.0M
Gotham Asset Management 0.07% Reduce -0.6% 263,130 $31.0M
Toronto Dominion Bank 0.05% Reduce -28.3% 260,762 $30.7M
CIBC Asset Management Inc 0.07% Add +1.7% 259,963 $30.6M
PFA Pension, Forsikringsaktieselskab 0.08% Reduce -36.4% 258,640 $30.4M
Storebrand Asset Management As 0.07% Add +8.2% 256,828 $30.2M
Prospera Financial Services Inc 0.43% Add +0.4% 249,715 $29.4M
Adell Harriman & Carpenter Inc. 1.51% Reduce -0.6% 249,602 $29.4M
Silvercrest Asset Management Group LLC 0.19% Add +0.2% 247,807 $29.2M
Federation des caisses Desjardins du Quebec 0.09% Add +25.5% 247,033 $29.1M
Sequoia Financial Advisors, LLC 0.14% Add +5.1% 245,370 $28.9M
Wealth Enhancement Advisory Services, LLC 0.05% Add +9.5% 256,063 $28.9M
Rothschild Investment LLC 1.06% Add +17.2% 240,474 $28.3M
State of New Jersey Common Pension Fund D 0.10% Reduce -4.8% 240,453 $28.3M
Chicago Partners Investment Group LLC 0.56% Add +0.7% 225,726 $28.1M
Highlander Partners, L.P. 9.41% No change 238,600 $28.1M
DNB Asset Management AS 0.08% Reduce -1.3% 238,408 $28.1M
Aureus Asset Management, LLC 1.70% Reduce -3.5% 238,299 $28.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Reduce -47.1% 233,399 $27.5M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.49% Reduce -38.2% 232,766 $27.4M
Moody LYNN Lieberson & Walker, LLC 1.44% Add +2.2% 232,345 $27.3M
Compagnie Lombard Odier SCmA 0.29% Reduce -18.5% 231,840 $27.3M
Swedbank AB 0.02% Reduce -0.1% 231,029 $27.2M
Lansforsakringar Fondforvaltning AB (publ) 0.12% Reduce -4.5% 226,034 $26.6M
Brookfield Corp 0.03% No change 225,542 $26.5M
Natixis 0.13% Reduce -21.5% 225,321 $26.5M
Millennium Management 0.02% Reduce -2.7% 222,951 $26.2M
Rafferty Asset Management, LLC 0.06% Add +19.7% 220,672 $26.0M
Baldwin Wealth Partners LLC 1.68% Add +1.3% 217,697 $25.6M
BW Gestao de Investimentos Ltda. 0.61% Add +10.5% 216,100 $25.4M
Bahl & Gaynor LLC 0.12% Reduce -3.4% 215,563 $25.4M
Clearstead Advisors, LLC 0.24% Reduce -2.3% 214,818 $25.3M
Ieq Capital, LLC 0.12% Reduce -38.4% 213,871 $25.2M
Optiver Holding B.V. 0.36% New 212,282 $25.0M
Public Sector Pension Investment Board 0.07% Reduce -0.4% 212,148 $25.0M
Czech National Bank 0.14% Add +3.7% 211,452 $24.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +11.5% 210,877 $24.8M
Destination Wealth Management 0.57% Add +4.3% 208,259 $24.5M
CapitalatWork S.A. 0.62% Reduce -8.8% 208,155 $24.5M
Resona Asset Management Co.,Ltd. 0.11% Reduce -8.4% 208,358 $24.4M
Cibc World Market Inc. 0.04% Reduce -33.8% 206,094 $24.3M
Arizona State Retirement System 0.12% Add +1.8% 205,941 $24.2M
KCM Investment Advisors LLC 0.72% Reduce -1.8% 205,546 $24.2M
Bruni J V & Co. 2.20% New 204,937 $24.1M
Integrated Advisors Network LLC 1.10% Add +4.5% 202,555 $23.8M
&partners 0.10% Add +10.6% 201,951 $23.8M
Private Advisor Group, LLC 0.11% Reduce -17.5% 201,693 $23.7M
Pinnacle Associates Ltd. 0.26% Add +2.5% 200,175 $23.6M
Border to Coast Pensions Partnership Ltd 0.35% Add +2.6% 200,000 $23.5M
Whittier Trust Co. of Nevada Inc. 0.44% Add +0.7% 194,465 $23.5M
Sanctuary Advisors, LLC 0.11% Reduce -2.7% 198,724 $23.4M
Capital International, Inc. 0.16% No change 194,948 $22.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.11% Add +10.4% 194,922 $22.9M
Captrust Financial Advisors 0.03% Reduce -7.3% 193,361 $22.8M
MetLife Investment Management, LLC 0.10% Reduce -7.3% 193,097 $22.7M
Brookstone Capital Management 0.23% Add +2637.6% 190,540 $22.4M
State of Michigan Retirement System 0.10% Reduce -2.8% 190,200 $22.4M
Archon Partners LLC 2.39% No change 190,000 $22.4M
Torray Investment Partners LLC 3.30% Add +14.3% 188,812 $22.2M
Xponance LLC 0.13% Reduce -8.3% 186,627 $22.0M
Credit Agricole S A 0.06% Reduce -47.3% 185,744 $21.9M
Foundations Investment Advisors, LLC 0.22% Add +25.1% 185,437 $21.8M
Nykredit A/S 0.08% — 179,180 $21.1M
Marshall Wace, LLP 0.02% Reduce -77.4% 177,500 $20.9M
Truist Financial Corp. 0.02% Reduce -8.8% 176,177 $20.7M
TCTC Holdings, LLC 0.54% Add +5.3% 176,129 $20.7M
DekaBank Deutsche Girozentrale 0.03% No change 180,044 $20.6M
North Star Investment Management Corp. 1.09% Reduce -0.2% 169,684 $20.0M
Parallax Volatility Advisers, L.P. 0.90% Add +116.5% 169,007 $19.9M
Varma Mutual Pension Insurance Co 0.10% Add +15.1% 168,200 $19.8M
Welch Capital Partners LLC 3.84% Reduce -1.4% 166,437 $19.6M
Enstar Group LTD 8.94% No change 164,428 $19.3M
Teacher Retirement System of Texas 0.05% Add +16.5% 164,407 $19.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.09% Reduce -5.9% 164,082 $19.3M
Guggenheim Capital LLC 0.12% Reduce -10.0% 163,985 $19.3M
STRS Ohio 0.07% Reduce -11.8% 161,704 $19.0M
Oppenheimer & Co. Inc. 0.20% Add +21.0% 160,749 $18.9M
IFM Investors Pty Ltd 0.12% Add +11.7% 160,231 $18.9M
Edgemoor Investment Advisors, Inc. 1.28% Add +1.7% 159,293 $18.7M
Gabelli Funds LLC 0.12% Reduce -1.4% 156,980 $18.5M
KBC Group NV 0.04% Reduce -42.7% 156,864 $18.5M
Retirement Systems of Alabama 0.06% Reduce -1.8% 156,062 $18.4M
ProShare Advisors LLC 0.03% Reduce -2.7% 155,811 $18.3M
Worldquant Millennium Advisors LLC 0.06% Reduce -89.0% 153,282 $18.0M
SEB Asset Management AB 0.07% Reduce -0.3% 152,962 $18.0M
Baird Financial Group, Inc. 0.02% Reduce -0.2% 152,859 $18.0M
Evelyn Partners Group Ltd 0.31% — 150,333 $17.7M
D.A. Davidson & Co. 0.10% Add +4.7% 150,270 $17.7M
Cresset Asset Management, LLC 0.06% Add +7.0% 148,741 $17.5M
Cullen/Frost Bankers, Inc. 0.17% Add +3.5% 147,627 $17.4M
Amalgamated Bank 0.12% Reduce -5.9% 147,565 $17.4M
Allianz Asset Management GmbH 0.02% Reduce -9.5% 147,363 $17.3M
Waverly Advisors, LLC 0.10% Add +5.3% 145,297 $17.1M
O'shaughnessy Asset Management, LLC 0.08% Reduce -5.2% 144,608 $17.0M
Texas Yale Capital Corp. 0.36% Add +0.8% 142,631 $16.8M
CI Investments Inc. 0.05% Reduce -4.2% 142,258 $16.7M
TIAA Wealth Investment Management LLC 0.11% Add +8.1% 141,959 $16.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +5.7% 139,717 $16.4M
Daiwa Securities Group Inc. 0.04% Add +8.2% 139,591 $16.4M
First Manhattan Co. Llc. 0.04% Reduce -4.5% 137,827 $16.2M
Northeast Investment Management 0.60% Reduce -21.9% 137,492 $16.2M
Voya Investment Management LLC 0.02% Reduce -10.2% 136,549 $16.1M
Guardian Investment Management 10.29% Add +70.6% 135,500 $15.9M
Kamunting Street Capital Management, L.P. 8.91% Add +49.6% 134,641 $15.8M
Fred Alger Management, LLC 0.05% Add +3.3% 134,581 $15.8M
IMC-Chicago, LLC 0.14% Add +27.2% 133,960 $15.8M
Moran Wealth Management, LLC 0.43% Reduce -1.9% 133,642 $15.7M
Ancora Advisors LLC 0.30% Add +23.7% 133,505 $15.7M
Strategic Wealth Partners, Ltd. 0.97% Add +4.0% 133,032 $15.7M
US Bancorp \de 0.02% Add +1.3% 132,506 $15.6M
Capstone Investment Advisors, LLC 0.14% Add +4.9% 132,114 $15.5M
Perryman Financial Advisory Inc. 2.05% Add +0.8% 130,823 $15.4M
Pathstone Holdings, LLC 0.04% Add +22.3% 130,539 $15.4M
USS Investment Management Ltd 0.06% Add +4.9% 129,984 $15.3M
Amplius Wealth Advisors, LLC 1.12% Add +0.6% 129,420 $15.2M
Concurrent Investment Advisors, LLC 0.13% Add +6.9% 129,219 $15.2M
Commerce Bank 0.07% Reduce -34.7% 129,014 $15.2M
Thrivent Financial for Lutherans 0.03% Add +1.7% 128,462 $15.1M
Estuary Capital Management LP 2.54% New 127,400 $15.0M
Chilton Investment Co. Inc. 0.35% Reduce -7.2% 125,345 $14.7M
Fort Sheridan Advisors LLC 1.59% Add +4.3% 125,315 $14.7M
QRG Capital Management, Inc. 0.12% Add +8.6% 125,182 $14.7M
Mercer Global Advisors Inc. 0.02% Reduce -8.3% 124,804 $14.7M
Canal Capital Management, LLC 1.76% Add +16.0% 122,572 $14.4M
Leavell Investment Management, Inc. 0.53% Reduce -4.3% 122,471 $14.4M
NEOS Investment Management LLC 0.05% Add +16.1% 122,455 $14.4M
WASHINGTON TRUST Co 0.45% Add +4.3% 122,340 $14.4M
Sanders Morris Harris LLC 8.32% Reduce -8.3% 121,948 $14.3M
MAI Capital Management 0.05% Add +106.1% 120,945 $14.2M
Rakuten Investment Management, Inc. 0.04% Add +9.8% 121,723 $14.0M
Stratos Wealth Advisors, LLC 0.77% Add +1.9% 118,340 $13.9M
SouthState Bank Corp 0.58% Reduce -0.8% 117,768 $13.9M
Princeton Global Asset Management LLC 1.97% Reduce -0.9% 116,857 $13.8M
MML Investors Services, LLC 0.03% Add +18.8% 116,490 $13.7M
Utah Retirement Systems 0.13% Reduce -6.2% 113,050 $13.3M
GAMCO Investors 0.12% Reduce -1.5% 113,034 $13.3M
Zurich Insurance Group Ltd 0.09% New 111,972 $13.2M
Macquarie Group Ltd. 0.06% Add +7.9% 111,999 $13.1M
Police & Firemen's Retirement System of New Jersey 0.10% Reduce -2.9% 111,451 $13.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.08% Add +9.3% 111,217 $13.1M
Mirador Capital Partners LP 1.59% Reduce -0.3% 110,643 $13.0M
Parsons Capital Management Inc. 0.59% Add +5.2% 110,435 $13.0M
Longfellow Investment Management Co. LLC 2.65% No change 110,072 $13.0M
Q Global Advisors, LLC 8.88% Add +80.3% 110,000 $12.9M
PensionDanmark Pensionsforsikringsaktieselskab 0.11% Add +19.0% 109,550 $12.9M
Atlantic Union Bankshares Corp 0.22% Add +2.6% 109,400 $12.9M
Equitable Holdings, Inc. 0.08% Reduce -18.1% 107,490 $12.6M
Nomura Holdings Inc. 0.05% Add +113.7% 106,537 $12.5M
Exchange Traded Concepts, LLC 0.06% Add +21.6% 106,535 $12.5M
Bluespring Wealth Management, LLC 0.24% New 106,429 $12.5M
Saba Capital Management, L.P. 0.38% Reduce -50.0% 105,567 $12.4M
Fidelity National Financial, Inc. 0.39% No change 105,000 $12.4M
Appleton Partners Inc. 0.75% Add +1.5% 103,558 $12.2M
New York Life Investment Management LLC 0.09% Reduce -0.5% 103,363 $12.2M
Jamison Private Wealth Management, Inc. 1.25% Add +1.8% 102,203 $12.0M
Arax Advisory Partners 0.08% Add +367.9% 101,061 $11.9M
Mackenzie Financial Corp. 0.01% Reduce -7.2% 100,992 $11.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +4.0% 100,021 $11.8M
Kids Capital Management, L.P. 9.63% Reduce -13.0% 100,000 $11.8M
Cobalt Capital Management, Inc. 8.38% New 100,000 $11.8M
Nissay Asset Management Corp. /Japan 0.05% Add +4.8% 98,868 $11.6M
Scotia Capital Inc. 0.04% Add +5.7% 98,805 $11.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.07% Add +26.0% 98,478 $11.6M
Colonial Trust Advisors 0.79% Add +2.3% 96,784 $11.4M
Wellington Shields Capital Management, LLC 1.44% Reduce -12.8% 96,204 $11.3M
Tranquility Partners, LLC 3.84% Add +2.8% 94,883 $11.2M
Yarbrough Capital, LLC 0.33% No change 94,255 $11.1M
Public Employees Retirement Association of Colorado 0.04% Reduce -0.1% 94,038 $11.1M
Neville Rodie & Shaw Inc. 0.71% Reduce -6.0% 93,725 $11.0M
Vanguard Personalized Indexing Management, LLC 0.09% Add +5.7% 93,510 $11.0M
NewEdge Advisors, LLC 0.03% Add +2.9% 93,282 $11.0M
American Century Companies Inc. 0.00% Add +4.4% 93,026 $10.9M
Calamos Advisors LLC 0.06% Reduce -14.5% 91,972 $10.8M
Oregon Public Employees Retirement Fund 0.12% Add +6.6% 91,420 $10.8M
Danica Pension, Livsforsikringsaktieselskab 0.17% Add +6.1% 91,257 $10.7M
Lalia Capital, LLC 5.21% No change 91,047 $10.7M
Bleichroeder LP 1.92% No change 90,750 $10.7M
Sargent Investment Group, LLC 1.28% Reduce -0.3% 90,638 $10.7M
Consolidated Investment Group LLC 0.92% No change 90,439 $10.6M
Steward Partners Investment Advisory, LLC 0.05% Add +9.5% 90,124 $10.6M
Rheos Capital Works Inc. 0.60% Add +31.4% 90,000 $10.6M
United Capital Financial Advisors, LLC 0.06% Add +2.3% 89,717 $10.6M
Bragg Financial Advisors, Inc 0.28% Add +6.4% 89,518 $10.5M
Strategic Wealth Investment Group, LLC 1.28% Add +23.0% 89,405 $10.5M
Spinecap SAS 3.12% Reduce -2.0% 88,740 $10.4M
M&T Bank Corp 0.03% Reduce -1.1% 88,526 $10.4M
Becker Capital Management Inc. 0.28% Reduce -1.4% 88,310 $10.4M
Pinnacle Financial Partners, Inc. 0.07% Add +0.1% 88,276 $10.4M
Triangle Securities Wealth Management 2.05% Add +102.5% 88,720 $10.3M
Welch Group, LLC 0.35% Add +8.5% 87,644 $10.3M
Elo Mutual Pension Insurance Co 0.13% Reduce -19.5% 87,388 $10.3M
Argent Trust Co 0.29% Add +17.5% 86,673 $10.2M
Apollon Wealth Management, LLC 0.12% Add +4.4% 86,011 $10.1M
Jacobson & Schmitt Advisors, LLC 1.62% Reduce -10.8% 84,334 $9.9M
Embree Financial Group 0.99% Add +0.1% 84,325 $9.9M
Adalta Capital Management LLC 4.35% Reduce -2.8% 84,271 $9.9M
Lido Advisors, LLC 0.04% Add +2.0% 84,136 $9.9M
Nisa Investment Advisors, LLC 0.03% Reduce -31.8% 84,112 $9.9M
Wealthfront Advisers LLC 0.02% Reduce -14.7% 84,008 $9.9M
GFG Capital, LLC 2.69% Add +1.9% 83,133 $9.8M
St Germain D J Co. Inc. 0.35% Reduce -1.6% 83,045 $9.8M
Arkadios Wealth Advisors 0.15% Add +10.4% 82,869 $9.8M
UniSuper Management Pty Ltd 0.05% Add +35.9% 82,566 $9.7M
B & T Capital Management DBA Alpha Capital Management 1.27% Add +9.2% 82,413 $9.7M
OP Asset Management Ltd 0.10% Add +9.1% 81,787 $9.6M
Nordea Investment Management AB 0.01% Add +7.3% 82,782 $9.6M
Burling Wealth Partners, LLC 1.39% Reduce -2.8% 80,974 $9.5M
Two Sigma Investments, LP 0.01% Reduce -84.3% 80,204 $9.4M
Capital Fund Management S.A. 0.07% Reduce -75.7% 79,378 $9.3M
Private Capital Advisors, Inc. 0.80% No change 78,047 $9.2M
Red Door Wealth Management, LLC 0.83% Reduce -0.3% 77,419 $9.1M
Harbour Trust & Investment Management Co 0.87% Add +1.8% 77,161 $9.1M
Mutual of America Capital Management LLC 0.09% Reduce -3.6% 76,781 $9.0M
Ethic Inc. 0.11% Add +20.5% 76,426 $9.0M
Bulltick Wealth Management, LLC 1.83% Reduce -8.8% 76,380 $9.0M
Horizon Investments, LLC 0.10% Add +4.2% 76,555 $8.9M
Envestnet Portfolio Solutions, Inc. 0.04% Add +34.1% 75,814 $8.9M
SFE Investment Counsel 1.22% Add +13.3% 75,588 $8.9M
Cornerstone Wealth Management, LLC 0.38% Add +1.9% 75,133 $8.8M
World Investment Advisors 0.15% Reduce -2.9% 76,433 $8.8M
Allen Capital Group, LLC 0.72% Add +3.9% 74,553 $8.8M
Farther Finance Advisors, LLC 0.07% Add +25.1% 74,201 $8.7M
Marietta Wealth Management, LLC 0.90% Add +6.3% 73,912 $8.7M
Cozad Asset Management Inc. 0.56% Reduce -10.7% 73,722 $8.7M
Manning & Napier Advisors LLC 0.11% Reduce -17.0% 73,658 $8.7M
State of Alaska, Department of Revenue 0.09% Reduce -2.2% 72,789 $8.6M
MassMutual Private Wealth & Trust, FSB 0.22% Add +31.5% 72,616 $8.5M
Meyer Handelman Co. 0.24% Reduce -0.3% 71,980 $8.5M
CWA Asset Management Group, LLC 0.26% Reduce -1.0% 71,886 $8.5M
Diversify Advisory Services, LLC 0.14% Add +1044.3% 63,689 $8.4M
Diversify Wealth Management, LLC 0.14% Add +10.7% 63,689 $8.4M
Yousif Capital Management, LLC 0.09% Reduce -7.0% 71,315 $8.4M
Robertson Stephens Wealth Management, LLC 0.21% Add +1.1% 71,237 $8.4M
one8zero8, LLC 1.65% Add +4.4% 70,707 $8.3M
Summit Financial, LLC 0.09% Add +3.9% 70,333 $8.3M
Mgo One Seven LLC 0.14% Add +15.1% 70,155 $8.3M
Account Management LLC 8.29% Add +3.6% 69,721 $8.2M
Griffin Asset Management, Inc. 0.86% Reduce -2.8% 69,527 $8.2M
First Fiduciary Investment Counsel, Inc. 1.54% Add +4.4% 69,125 $8.1M
Community Bank & Trust, Waco, Texas 1.46% Reduce -7.3% 68,722 $8.1M
Choreo, LLC 0.09% Reduce -48.2% 68,155 $8.0M
Eurizon Capital SGR S.p.A. 0.02% Reduce -0.4% 68,228 $8.0M
Verdence Capital Advisors LLC 0.41% Add +257.0% 66,713 $7.9M
Beacon Pointe Advisors, LLC 0.04% Reduce -6.3% 66,647 $7.8M
Chesley Taft & Associates LLC 0.30% Add +2.5% 66,521 $7.8M
Ellis Investment Partners, LLC 1.18% Add +5.1% 66,215 $7.8M
Turtle Creek Wealth Advisors, LLC 0.41% Add +15.7% 65,746 $7.7M
Point Windward Advisors Inc. 3.42% Add +5.8% 64,944 $7.6M
Naples Global Advisors, LLC 0.47% Add +6.2% 64,831 $7.6M
Stratos Wealth Partners, LTD. 0.08% Add +2.9% 64,513 $7.6M
Evergreen Capital Management LLC 0.13% Reduce -6.7% 64,401 $7.6M
Narwhal Capital Management 0.52% Reduce -11.9% 63,897 $7.5M
EverSource Wealth Advisors, LLC 0.25% Add +1.1% 63,714 $7.5M
Kestra Private Wealth Services, LLC 0.08% Reduce -4.3% 63,656 $7.5M
First Long Island Investors, LLC 0.53% Reduce -61.3% 63,585 $7.5M
J.W. Cole Advisors, Inc. 0.13% Reduce -3.3% 63,466 $7.5M
Garrison Bradford & Associates Inc. 8.09% Add +3.3% 63,372 $7.5M
Rathbones Group PLC 0.03% Add +129.2% 63,064 $7.4M
Pacer Advisors, Inc. 0.02% Add +9.0% 62,137 $7.3M
Trexquant Investment LP 0.04% Reduce -78.1% 61,809 $7.3M
Prana Capital Management, LP 0.22% Add +284.9% 61,755 $7.3M
Baxter Bros Inc. 0.84% Add +29.2% 61,650 $7.3M
11 Capital Partners LP 2.12% Reduce -32.2% 61,472 $7.2M
Integrated Wealth Concepts LLC 0.05% Reduce -3.5% 60,802 $7.2M
Venture Visionary Partners LLC 0.20% Add +14.5% 60,384 $7.1M
Royal Fund Management, LLC 0.59% Add +14.0% 60,282 $7.1M
Perigon Wealth Management, LLC 0.11% Add +1.0% 60,053 $7.1M
Cottage Street Advisors LLC 2.71% Reduce -0.8% 59,421 $7.0M
Hedeker Wealth, LLC 1.33% Reduce -8.3% 59,284 $7.0M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.44% Add +11.3% 59,215 $7.0M
Wellington Management Group LLP 0.00% Reduce -24.0% 58,927 $6.9M
Avanza Fonder AB 0.15% Add +13.3% 58,852 $6.9M
Group One Trading LLC 0.20% Reduce -62.1% 58,743 $6.9M
Bell Bank 0.26% Add +10.7% 58,513 $6.9M
Mizuho Securities USA LLC 0.11% Add +28.5% 58,159 $6.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -21.8% 57,806 $6.8M
Kavar Capital Partners Group, LLC 0.83% Add +1.9% 57,443 $6.8M
Assetmark, Inc. 0.01% Add +8.6% 57,382 $6.8M
Hantz Financial Services, Inc. 0.09% Add +65.5% 57,270 $6.7M
Caisse de depot et placement du Quebec 0.01% Add +21.7% 57,200 $6.7M
Teachers Retirement System of the State of Kentucky 0.05% No change 57,063 $6.7M
Focused Wealth Management, Inc 0.59% Add +2.0% 56,944 $6.7M
Merit Financial Group, LLC 0.04% Add +0.9% 56,500 $6.6M
Proactive Wealth Strategies LLC 1.06% Add +6.1% 56,331 $6.6M
Gulf International Bank (UK) Ltd 0.13% Reduce -1.6% 56,136 $6.6M
DAVENPORT & Co LLC 0.03% Reduce -3.1% 56,099 $6.6M
Hamilton Capital Partners Inc. 0.19% Add +7.0% 55,593 $6.5M
UMB Bank, n.a. 0.08% Reduce -0.7% 55,332 $6.5M
Wulff, Hansen & Co. 4.97% New 55,066 $6.5M
SCP Investment, LP 5.97% New 55,000 $6.5M
Vestcor Inc 0.16% Add +28.3% 54,433 $6.4M
Investment Management Corp of Ontario 0.08% Reduce -9.2% 54,266 $6.4M
B. Riley Wealth Advisors, Inc. 0.35% Add +0.5% 55,522 $6.4M
Alberta Investment Management Corp 0.04% Reduce -7.8% 54,100 $6.4M
O'ROURKE & COMPANY, Inc 2.22% Add +3.3% 54,092 $6.4M
Ibex Wealth Advisors 0.50% Add +3.9% 54,053 $6.4M
Granite Bay Wealth Management, LLC 0.58% Add +18.0% 53,868 $6.3M
Blue Zone Wealth Advisors, LLC 1.10% Reduce -3.7% 53,413 $6.3M
TCV Trust & Wealth Management, Inc. 0.47% Add +0.4% 53,257 $6.3M
Snowden Capital Advisors LLC 0.15% Add +3.1% 53,209 $6.3M
Wealthspire Advisors, LLC 0.03% Add +88.7% 52,520 $6.2M
Parkside Investments, LLC 0.68% Add +908.4% 52,438 $6.2M
Bradley Foster & Sargent Inc. 0.09% Reduce -0.9% 52,412 $6.2M
Saudi Central Bank 0.08% Add +90.6% 51,953 $6.1M
SCS Capital Management LLC 0.06% Add +16.4% 51,443 $6.1M
Fortis Capital Management LLC 0.68% Add +19.1% 51,215 $6.0M
Citizens Financial Group Inc. 0.07% Add +11.4% 51,112 $6.0M
Soros Fund Management 0.11% Reduce -70.6% 51,080 $6.0M
Peapack Gladstone Financial Corp. 0.07% Reduce -2.4% 51,040 $6.0M
Vise Technologies, Inc. 0.07% Add +11.3% 50,991 $6.0M
HB Wealth Management, LLC 0.03% Add +5.7% 50,885 $6.0M
Cornerstone Advisory, LLC 0.49% Add +62.1% 50,633 $6.0M
Stamos Capital Partners, L.P. 0.91% Add +12.3% 50,628 $6.0M
F/m Investments LLC 0.30% Reduce -2.5% 50,523 $5.9M
Y-Intercept (Hong Kong) Ltd 0.12% Add +34.9% 50,441 $5.9M
Brown Brothers Harriman & Co. 0.03% Add +22.2% 50,062 $5.9M
Allstate Corp. 0.06% Reduce -35.4% 50,022 $5.9M
Proficio Capital Partners LLC 0.21% Add +33.1% 49,947 $5.9M
Independent Advisor Alliance 0.14% Reduce -3.0% 49,489 $5.8M
Aquatic Capital Management LLC 0.20% Reduce -57.5% 49,355 $5.8M
HRT Financial LP 0.01% New 49,133 $5.8M
Montaka Global Pty Ltd 3.25% Reduce -0.7% 49,116 $5.8M
Golden State Wealth Management, LLC 0.53% Reduce -3.6% 48,980 $5.8M
Lake Street Private Wealth, LLC 0.66% Add +3.7% 48,882 $5.8M
Caldwell Trust Co 0.46% Reduce -2.3% 48,784 $5.7M
Advisory Services Network, LLC 0.07% Add +0.8% 48,602 $5.7M
Norinchukin Bank, The 0.06% Add +6.2% 48,468 $5.7M
Fideuram Asset Management (Ireland) dac 0.11% Add +1305.0% 46,884 $5.7M
Kazazian Asset Management, LLC 5.09% Add +123.3% 48,128 $5.7M
Glenmede Trust Co. NA 0.02% Add +1.1% 47,918 $5.6M
Marble Wealth, LLC 0.86% Add +0.2% 47,775 $5.6M
Grange Capital, LLC 5.17% Reduce -1.5% 47,663 $5.6M
Moors & Cabot, Inc. 0.22% Reduce -13.6% 47,029 $5.5M
Candriam S.C.A. 0.02% Add +0.1% 46,879 $5.5M
Kentucky Retirement Systems 0.14% New 46,826 $5.5M
Great Lakes Retirement, Inc. 0.49% Add +7.1% 46,718 $5.5M
Fiduciary Group, LLC 0.43% Add +0.5% 46,608 $5.5M
Ilmarinen Mutual Pension Insurance Co 0.04% No change 46,500 $5.5M
Abn Amro Investment Solutions 0.05% Add +0.6% 46,450 $5.5M
Sterling Investment Advisors, Ltd. 0.91% Add +47.7% 46,319 $5.5M
Old Second National Bank of Aurora 1.02% Add +24.0% 46,212 $5.4M
BigSur Wealth Management LLC 1.30% Reduce -10.0% 45,905 $5.4M
EFG International AG 0.10% Reduce -24.2% 45,912 $5.4M
Coastal Bridge Advisors, LLC 0.33% Reduce -5.2% 45,665 $5.4M
Waldron Private Wealth LLC 0.19% Add +0.0% 45,431 $5.3M
Palumbo Wealth Management LLC 1.12% Add +4.0% 3,886 $5.3M
1832 Asset Management L.P. 0.01% Reduce -7.1% 45,321 $5.3M
Laurion Capital Management LP 0.40% Add +1187.5% 45,050 $5.3M
Polar Capital Holdings Plc 0.01% Add +6.0% 45,008 $5.3M
Flossbach Von Storch SE 0.02% No change 45,000 $5.3M
Global Retirement Partners, LLC 0.08% — 44,901 $5.3M
Old National Bancorp 0.10% Reduce -30.6% 44,643 $5.3M
Nicholas Company, Inc. 0.10% Reduce -7.8% 44,160 $5.2M
Amica Mutual Insurance Co. 0.43% Add +43.5% 43,757 $5.1M
Man Group plc 0.01% Reduce -66.9% 43,463 $5.1M
Uhlmann Price Securities, LLC 0.19% Reduce -3.9% 43,230 $5.1M
Glassy Mountain Advisors, Inc. 1.39% Add +1.9% 43,151 $5.1M
Modus Advisors, LLC 1.25% Add +7.9% 43,074 $5.1M
Tidal Investments LLC 0.01% Reduce -25.3% 42,589 $5.0M
Third View Private Wealth, LLC 0.62% Add +18.0% 42,537 $5.0M
William Blair Investment Management, LLC 0.01% Reduce -10.1% 42,124 $5.0M
Clear Harbor Asset Management, LLC 0.31% Reduce -13.9% 42,105 $5.0M
OMERS ADMINISTRATION Corp 0.03% Add +11.9% 41,880 $4.9M
Colonial Trust Co / SC 0.62% Reduce -0.1% 41,648 $4.9M
CreativeOne Wealth, LLC 0.11% Add +11.9% 41,543 $4.9M
PFG Investments, LLC 0.19% Add +62.2% 41,533 $4.9M
Greenwich Wealth Management LLC 0.18% Reduce -2.0% 40,926 $4.8M
Ashton Thomas Private Wealth, LLC 0.10% Add +20.7% 40,721 $4.8M
Rosenblum Silverman Sutton S F Inc. 1.14% Add +10.3% 40,257 $4.7M
Resources Management Corp. /CT/ 0.60% Add +2.0% 40,214 $4.7M
Maryland State Retirement & Pension System 0.08% Add +7.2% 40,086 $4.7M
Virginia Wealth Management Group, Inc. 2.49% Add +1.8% 39,919 $4.7M
AssuredPartners Investment Advisors, LLC 0.45% Add +1.4% 39,798 $4.7M
Stock Yards Bank & Trust Co. 0.13% Add +6.1% 39,263 $4.6M
1776 Wealth LLC 1.62% Add +0.0% 39,188 $4.6M
Private Wealth Partners, LLC 0.33% Add +26.7% 39,050 $4.6M
McIntyre Freedman & Flynn Investment Advisers Inc. 2.75% Reduce -32.3% 38,964 $4.6M
M&G PLC 0.02% Reduce -3.0% 38,800 $4.6M
HM Payson & Co. 0.06% Reduce -2.0% 38,854 $4.6M
Hilton Capital Management, LLC 0.31% Reduce -0.0% 38,615 $4.5M
Compass Wealth Management LLC 0.86% Reduce -0.2% 38,565 $4.5M
HUB Investment Partners, LLC 0.08% Add +15.6% 38,533 $4.5M
Wealth Advisors of Tampa Bay, LLC 1.38% Add +10.6% 38,303 $4.5M
Louisiana State Employees Retirement System 0.07% Reduce -0.5% 38,000 $4.5M
Sustainable Insight Capital Management, LLC 1.91% New 37,882 $4.5M
Motco 0.38% Add +0.9% 37,882 $4.5M
Transcend Capital Advisors, LLC 0.30% Add +1.1% 37,858 $4.5M
Atlanta Consulting Group Advisors, LLC 0.71% Add +51.3% 37,839 $4.5M
Intact Investment Management Inc. 0.13% Add +20.8% 37,700 $4.4M
Royal London Asset Management Ltd. 0.01% Reduce -13.1% 37,445 $4.4M
Werlinich Asset Management, LLC 1.68% Add +0.3% 37,342 $4.4M
New Mexico Educational Retirement Board 0.11% Add +9.4% 37,300 $4.4M
Voloridge Investment Management, LLC 0.02% Reduce -95.0% 37,248 $4.4M
Bill Few Associates, Inc. 0.93% Reduce -0.7% 36,926 $4.3M
Cross Staff Investments Inc 2.44% Reduce -0.5% 36,853 $4.3M
CMH Wealth Management LLC 0.65% Reduce -9.8% 36,032 $4.2M
Carret Asset Management, LLC 0.37% Add +2.6% 36,019 $4.2M
Nations Financial Group Inc, /Ia/ 0.20% Add +6.3% 35,897 $4.2M
Bessemer Group Inc. 0.01% Reduce -13.1% 35,568 $4.2M
Squarepoint Ops LLC 0.01% Add +77.5% 35,328 $4.2M
International Assets Investment Management, LLC 0.25% Reduce -1.0% 34,751 $4.2M
Koa Wealth Management, LLC 2.82% Add +17.1% 35,297 $4.2M
Landscape Capital Management, L.L.C. 0.27% Reduce -40.6% 35,221 $4.1M
Cornerstone Wealth Group, LLC 0.25% Add +8.5% 35,157 $4.1M
Allworth Financial LP 0.02% Reduce -16.6% 35,067 $4.1M
Gerber Kawasaki Wealth & Investment Management 0.11% Reduce -4.7% 35,012 $4.1M
EP Wealth Advisors, LLC 0.02% Add +25.9% 34,578 $4.1M
Bokf, NA 0.06% Add +40.8% 34,410 $4.0M
Platform Technology Partners 0.66% Reduce -9.5% 34,390 $4.0M
Cannell & Spears LLC 0.07% Add +0.5% 34,167 $4.0M
Summit Trail Advisors, LLC 0.05% Add +6.6% 34,145 $4.0M
Nicolet Bankshares Inc. 0.13% Add +0.6% 33,131 $4.0M
AG2R La Mondiale Gestion D'actifs 0.14% Add +12.3% 33,958 $4.0M
Lantern Wealth Advisors, LLC 1.83% Reduce -6.8% 33,912 $4.0M
Crossmark Global Holdings, Inc. 0.05% Reduce -2.8% 33,849 $4.0M
ArrowMark Colorado Holdings LLC 0.17% Reduce -13.8% 33,562 $3.9M
Eagle Rock Investment Company, LLC 0.49% New 33,509 $3.9M
Dupree Financial Group, LLC 1.47% Add +1.8% 33,446 $3.9M
Quadrant Private Wealth Management, LLC 0.88% Add +15.5% 33,431 $3.9M
ICICI Prudential Asset Management Co Ltd 0.43% Add +84.5% 33,400 $3.9M
Wealth Effects LLC 1.06% Add +11.6% 33,379 $3.9M
Advisors Asset Management, Inc. 0.06% Reduce -20.8% 32,792 $3.9M
Callan Family Office, LLC 0.08% Reduce -32.1% 32,638 $3.8M
Chicago Capital, LLC 0.09% Reduce -1.7% 32,337 $3.8M
Insigneo Advisory Services, LLC 0.14% Reduce -8.2% 32,330 $3.8M
Signaturefd, LLC 0.05% Add +6.1% 32,296 $3.8M
Edgestream Partners, L.P. 0.11% Reduce -13.4% 32,199 $3.8M
Arrow Capital Management, LLC 2.09% Reduce -39.5% 32,147 $3.8M
Abbot Financial Management, Inc. 1.39% Add +0.3% 32,030 $3.8M
Stablepoint Partners, LLC 0.52% Add +1.1% 32,020 $3.8M
ProVise Management Group, LLC 0.25% Reduce -4.2% 31,874 $3.8M
Next Level Private LLC 0.73% Add +0.7% 31,849 $3.7M
Vestor Capital, LLC 0.24% Reduce -99.5% 5 $3.7M
Atria Investments, Inc 0.04% Add +52.0% 31,789 $3.7M
Wellington Shields & Co., LLC 0.84% Reduce -4.2% 31,741 $3.7M
Towne Trust Company, N.A 1.13% Reduce -1.8% 31,610 $3.7M
Philadelphia Investment Partners, LLC 2.31% Add +2.4% 30,866 $3.7M
1ST Source Bank 0.17% Add +0.6% 31,477 $3.7M
Argonautica Private Wealth Management, Inc. 0.90% Reduce -4.9% 31,385 $3.7M
Florida Trust Wealth Management Co 0.09% Reduce -5.4% 31,225 $3.7M
Cohen Investment Advisors LLC 1.64% Add +0.7% 31,173 $3.7M
Bleakley Financial Group, LLC 0.05% Add +2.0% 31,047 $3.7M
Longaeva Partners L.P. 0.11% New 31,032 $3.7M
EULAV Asset Management 0.12% No change 31,000 $3.6M
Moore Capital Management, LP 0.09% New 30,839 $3.6M
Financial Enhancement Group LLC 0.43% Add +10.6% 30,659 $3.6M
Fearless Solutions, LLC dba Best Invest 1.90% Add +17.5% 30,576 $3.6M
Brown, Lisle/Cummings, Inc. 0.81% Add +0.5% 30,537 $3.6M
UNIVEST FINANCIAL Corp 0.18% Add +16.6% 30,399 $3.6M
FAS Wealth Partners, Inc. 0.19% Add +8.1% 30,347 $3.6M
Tokio Marine Asset Management Co. Ltd. 0.11% Add +3.0% 30,339 $3.6M
Cyndeo Wealth Partners, LLC 0.17% Add +1.2% 30,296 $3.6M
Krilogy Financial LLC 0.10% Reduce -5.0% 30,067 $3.5M
Belpointe Asset Management LLC 0.12% Add +40.4% 29,937 $3.5M
First Citizens Bank & Trust Co. 0.05% Add +17.8% 29,832 $3.5M
Retirement Planning Co of New England, Inc. 1.26% Reduce -0.8% 29,689 $3.5M
Centaurus Financial, Inc. 0.14% Add +4.3% 29,541 $3.5M
Polar Asset Management Partners Inc. 0.08% New 29,446 $3.5M
Joel Isaacson & Co., LLC 0.10% Add +4.5% 29,407 $3.5M
Huntington National Bank 0.02% Add +21.3% 29,139 $3.4M
MUFG Securities EMEA plc 0.04% Reduce -56.7% 29,077 $3.4M
Lighthouse Investment Partners, LLC 0.11% Reduce -42.1% 28,847 $3.4M
Shepherd Financial Partners LLC 0.28% Reduce -0.6% 28,606 $3.4M
Benjamin Edwards Inc. 0.03% Add +12.8% 28,281 $3.3M
Parallel Advisors, LLC 0.05% Add +14.3% 28,214 $3.3M
Resolute Wealth Strategies, LLC 1.26% Add +1.3% 27,600 $3.2M
Sentinel Dome Partners, LLC 4.90% Reduce -9.8% 27,600 $3.2M
Fisher Asset Management 0.00% Add +146.5% 27,463 $3.2M
Kercheville Advisors, LLC 0.98% Reduce -2.5% 27,460 $3.2M
Essex Financial Services, Inc. 0.16% Add +3.8% 27,418 $3.2M
StrongBox Wealth, LLC 0.92% Add +5.3% 27,400 $3.2M
Regions Financial Corp. 0.02% Add +47.6% 27,300 $3.2M
Privium Fund Management (UK) Ltd 1.33% Reduce -38.5% 27,900 $3.2M
Vident Advisory, LLC 0.02% Add +3.0% 27,144 $3.2M
Compass Ion Advisors, LLC 0.27% Add +1.0% 27,023 $3.2M
Somerset Group LLC 2.20% Add +0.7% 25,450 $3.1M
Trust Co. of Toledo NA 0.26% Add +2.0% 26,564 $3.1M
Keybank National Association 0.01% Add +2.5% 26,563 $3.1M
B. Metzler seel. Sohn & Co. AG 0.03% Reduce -0.0% 26,524 $3.1M
Siemens Fonds Invest GmbH 0.15% Add +2.0% 26,437 $3.1M
Western Wealth Management, LLC 0.10% Add +45.4% 26,414 $3.1M
SWP Investment Management LLC 2.14% Add +3.9% 26,373 $3.1M
Xxi Wealth, LLC 1.43% Reduce -0.1% 26,372 $3.1M
Composition Wealth, LLC 0.04% Reduce -6.5% 26,329 $3.1M
KTF Investments, LLC 0.31% Reduce -13.0% 26,315 $3.1M
Independent Financial Group, LLC 0.06% Reduce -11.8% 26,219 $3.1M
Gallagher Capital Advisors, LLC 1.76% Add +2.8% 26,060 $3.1M
Wedbush Securities Inc. 0.08% Add +4.6% 25,952 $3.1M
Rehmann Capital Advisory Group 0.14% Add +2.8% 25,721 $3.0M
Brevan Howard Capital Management LP 0.04% Add +65.1% 25,612 $3.0M
Sculati Wealth Management, LLC 1.01% Reduce -0.4% 23,746 $3.0M
Pincus Capital Management, LP 1.79% No change 25,550 $3.0M
River Street Advisors LLC 0.88% Add +28.9% 25,430 $3.0M
Alps Advisors Inc. 0.01% Add +35.7% 25,424 $3.0M
Community Trust & Investment Co. 0.15% Add +6.0% 25,403 $3.0M
RKL Wealth Management LLC 0.24% Reduce -2.0% 25,272 $3.0M
Ranch Capital Advisors Inc. 0.94% Add +4.0% 25,264 $3.0M
Next Capital Management LLC 0.80% Add +12.9% 25,197 $3.0M
Simplex Trading, LLC 0.08% Add +354.2% 25,133 $3.0M
Founders Financial Securities LLC 0.15% Add +53.0% 25,021 $2.9M
Kentucky Farm Bureau Mutual Insurance Co 0.82% No change 25,000 $2.9M
New Hampshire Trust 0.55% Add +21.9% 24,699 $2.9M
Simmons Bank 0.17% Add +1086.2% 24,696 $2.9M
Financiere des Professionnels - Fonds d'investissement inc. 0.16% Reduce -2.8% 24,543 $2.9M
Principle Wealth Partners LLC 0.14% Add +1.9% 24,324 $2.9M
Register Financial Advisors LLC 0.88% Add +3.7% 24,285 $2.9M
Odyssean, LLC 0.46% New 24,211 $2.8M
Ameritas Advisory Services, LLC 0.06% Add +114.1% 24,121 $2.8M
Prime Capital Investment Advisors, LLC 0.03% Add +6.8% 24,094 $2.8M
Stiles Financial Services Inc 0.71% Add +9.5% 23,924 $2.8M
CGN Advisors LLC 0.21% Add +18.1% 23,908 $2.8M
Elevation Point Wealth Partners, LLC 0.05% Add +50.6% 23,859 $2.8M
TritonPoint Partners, LLC 0.23% New 23,845 $2.8M
City of London Investment Management Co. Ltd. 0.17% No change 23,849 $2.8M
Credit Industriel Et Commercial 0.51% Add +490.9% 23,818 $2.8M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.6% 23,818 $2.8M
Glenview Trust Co 0.04% Add +0.4% 23,772 $2.8M
Osmosis Investment Management UK Ltd 0.13% Reduce -43.8% 23,733 $2.8M
Berkshire Asset Management LLC 0.11% Reduce -0.4% 23,689 $2.8M
Conway Capital Management, Inc. 1.24% Reduce -27.3% 23,675 $2.8M
Tritonpoint Wealth, LLC 0.27% Reduce -20.4% 23,613 $2.8M
Orion Porfolio Solutions, LLC 0.02% Reduce -13.0% 23,453 $2.8M
Kingsview Wealth Management, LLC 0.03% Add +3.5% 23,303 $2.7M
Spire Wealth Management 0.08% Reduce -8.1% 23,291 $2.7M
Whalerock Point Partners, LLC 0.48% Reduce -0.1% 23,245 $2.7M
Rossmore Private Capital 0.22% Add +3.0% 23,198 $2.7M
Union Bancaire Privee, UBP SA 0.03% Add +27.5% 12,068 $2.7M
Redmond Asset Management, LLC 0.68% Reduce -1.1% 23,055 $2.7M
Savant Capital, LLC 0.01% Add +15.6% 22,775 $2.7M
Stonebridge Financial Group, LLC 0.38% — 23,017 $2.7M
Ally Financial Inc. 0.35% No change 23,000 $2.7M
Summit Place Financial Advisors, LLC 1.18% Add +10.8% 22,798 $2.7M
Bank Ozk 0.80% Add +11.5% 22,759 $2.7M
Metis Global Partners, LLC 0.06% Reduce -13.7% 22,685 $2.7M
NorthCrest Asset Manangement, LLC 0.07% Add +6.4% 21,748 $2.7M
Compound Planning, Inc. 0.07% Reduce -2.9% 22,483 $2.6M
Magnus Financial Group LLC 0.19% Add +3.1% 22,443 $2.6M
Mufg Securities Americas Inc. 0.14% Add +8.0% 22,375 $2.6M
Hudock, Inc. 0.34% Add +0.3% 22,369 $2.6M
Duncker Streett & Co. Inc. 0.44% Add +2.5% 22,254 $2.6M
Frank, Rimerman Advisors LLC 0.15% New 22,181 $2.6M
North Dakota State Investment Board 0.11% Add +2.6% 22,056 $2.6M
Flagship Harbor Advisors, LLC 0.10% Add +2.3% 22,026 $2.6M
Principal Securities, Inc. 0.03% Add +16.8% 21,918 $2.6M
Rockline Wealth Management, LLC 0.49% Reduce -5.5% 21,914 $2.6M
Investors Asset Management of Georgia Inc. /Ga/ 0.89% Add +1.3% 21,856 $2.6M
Marion Wealth Management 0.52% Add +4.7% 21,842 $2.6M
Apriem Advisors 0.22% New 21,616 $2.5M
Kaizen Financial Strategies 1.01% Reduce -13.9% 21,270 $2.5M
OpenArc Corporate Advisory, LLC 0.03% Add +16.4% 21,571 $2.5M
Blue Fin Capital, Inc. 0.37% Add +0.8% 21,571 $2.5M
Steamboat Capital Partners, LLC 0.54% Reduce -1.3% 21,528 $2.5M
Holderness Investments Co. 0.42% Reduce -0.1% 21,508 $2.5M
Daiichi Life Insurance Co., Ltd. 0.06% Reduce -1.5% 21,439 $2.5M
Securian Asset Management, Inc. 0.09% Reduce -2.8% 19,740 $2.5M
Grandview Asset Management LLC 0.62% Add +20.4% 21,287 $2.5M
Independent Solutions Wealth Management, LLC 0.32% Add +2.8% 21,114 $2.5M
Oppenheimer Asset Management Inc. 0.03% Add +77.1% 21,101 $2.5M
Cary Street Partners Financial LLC 0.05% Add +0.4% 21,071 $2.5M
Occidental Asset Management, LLC 0.24% Add +810.1% 20,932 $2.5M
IKE Capital, LLC 1.29% Add +5.5% 20,929 $2.5M
Wealthcare Advisory Partners LLC 0.05% Reduce -1.8% 20,925 $2.5M
Lombard Odier Asset Management (Switzerland) SA 0.08% No change 20,896 $2.5M
Savvy Advisors, Inc. 0.05% Add +7.5% 20,882 $2.5M
Teewinot Capital Advisers, L.L.C. 0.18% Reduce -3.6% 20,869 $2.5M
Fidelis Capital Partners, LLC 0.14% Add +33.6% 20,584 $2.4M
Private Management Group Inc. 0.06% Add +0.0% 20,393 $2.4M
Westside Investment Management, Inc. 0.32% Add +11.2% 20,389 $2.4M
Missouri Trust & Investment Co 0.64% Add +7.0% 18,507 $2.4M
Runnymede Capital Advisors, Inc. 1.41% Add +3.0% 20,063 $2.4M
Ellerson Group Inc. 1.39% Add +0.0% 20,055 $2.4M
Steadtrust LLC 1.19% No change 20,003 $2.4M
OneAscent Financial Services LLC 0.11% Add +341.1% 19,960 $2.3M
Park Avenue Securities LLC 0.01% Add +2.5% 19,813 $2.3M
Avory & Company, LLC 2.91% Reduce -12.3% 19,769 $2.3M
Ascent Group, LLC 0.07% Reduce -20.4% 19,755 $2.3M
Meeder Advisory Services, Inc. 0.08% Add +2.9% 19,726 $2.3M
Pine Valley Investments Ltd Liability Co 0.10% Add +0.1% 19,685 $2.3M
Madison Park Capital Advisors, LLC 1.65% Add +97.4% 31,849 $2.3M
Fortem Financial Group, LLC 0.47% Add +5.3% 19,651 $2.3M
Welch & Forbes LLC 0.03% Add +37.8% 19,602 $2.3M
Greenup Street Wealth Management LLC 0.28% Reduce -4.9% 19,488 $2.3M
Bridgewater Advisors Inc. 0.12% Add +0.2% 17,093 $2.3M
Kentucky Retirement Systems Insurance Trust Fund 0.14% Add +0.9% 19,432 $2.3M
EPG Wealth Management LLC 0.55% Reduce -5.2% 19,421 $2.3M
Blue Square Asset Management, LLC 0.92% Reduce -0.0% 19,395 $2.3M
Dudley Capital Management, LLC 0.92% Reduce -3.5% 19,363 $2.3M
Hilltop National Bank 0.49% Reduce -1.6% 19,357 $2.3M
Saiph Capital, LLC 0.68% Add +24.7% 19,279 $2.3M
St. Clair Advisors, LLC 0.58% No change 19,190 $2.3M
Daymark Wealth Partners, LLC 0.05% Reduce -4.5% 19,120 $2.2M
KMG Fiduciary Partners, LLC 0.21% Add +275.0% 19,079 $2.2M
Walleye Capital LLC 0.01% Reduce -68.5% 18,973 $2.2M
Syntegra Private Wealth Group, LLC 0.17% Add +4.3% 18,970 $2.2M
Henson-Edgewater Management, LLC 1.16% Reduce -7.6% 15,175 $2.2M
Field & Main Bank 0.46% Add +3.5% 18,810 $2.2M
Mission Wealth Management, LP 0.03% Add +131.8% 18,743 $2.2M
Johnson Investment Counsel Inc. 0.02% Add +0.4% 18,686 $2.2M
Level Four Advisory Services, LLC 0.06% Add +2.5% 18,689 $2.2M
Altfest L J & Co. Inc. 0.21% New 18,640 $2.2M
Ausdal Financial Partners, Inc. 0.09% Add +3.4% 18,637 $2.2M
Greenleaf Trust 0.02% Add +18.2% 18,604 $2.2M
Generali Asset Management SPA SGR 0.04% Reduce -2.4% 18,483 $2.2M
Waterloo Capital, L.P. 0.12% Reduce -2.5% 18,431 $2.2M
Ballast Advisors LLC 0.52% Reduce -3.4% 18,385 $2.2M
King Wealth Management Group 0.24% Add +0.2% 18,365 $2.2M
Raiffeisen Bank International AG 0.03% Reduce -23.4% 18,630 $2.1M
Penbrook Management LLC 1.36% No change 18,150 $2.1M
Canton Hathaway, LLC 0.41% Add +5.5% 18,102 $2.1M
Tealwood Asset Management Inc. 0.82% Add +2.6% 18,097 $2.1M
Harbor Investment Advisory, LLC 0.15% Add +2.5% 18,038 $2.1M
BankPlus Trust Department 0.49% Add +2.9% 17,970 $2.1M
Mutual Advisors, LLC 0.04% Add +5.9% 17,958 $2.1M
Laird Norton Wetherby Trust Company, LLC 0.04% Add +0.5% 17,942 $2.1M
Cambria Investment Management, L.P. 0.10% Add +48.1% 17,892 $2.1M
WealthPlan Investment Management, LLC 0.10% Reduce -32.6% 17,762 $2.1M
Coastline Trust Co 0.18% Reduce -24.3% 17,722 $2.1M
Smith Salley Wealth Management 0.09% Add +1.0% 17,666 $2.1M
Caprock Group, LLC 0.04% Add +5.8% 17,629 $2.1M
Intech Investment Management LLC 0.02% No change 17,624 $2.1M
First National Bank Sioux Falls 0.57% No change 16,168 $2.1M
Institute for Wealth Management, LLC. 0.18% Add +0.3% 17,555 $2.1M
Norway Savings Bank 0.86% Add +4.1% 17,531 $2.1M
Royal Capital Wealth Management, LLC 1.16% Add +0.1% 17,494 $2.1M
Modern Wealth Management, LLC 0.02% Add +9.7% 17,493 $2.1M
Intellectus Partners, LLC 0.36% Reduce -0.2% 17,428 $2.1M
E. Ohman J:or Asset Management AB 0.05% Reduce -4.9% 17,373 $2.0M
White Knight Strategic Wealth Advisors, LLC 1.43% Add +4.4% 17,369 $2.0M
Harvest Investment Advisors, LLC 1.01% Add +2.0% 17,256 $2.0M
Larson Financial Group LLC 0.05% Reduce -21.1% 17,250 $2.0M
Linden Thomas Advisory Services, LLC 0.16% Reduce -2.2% 17,244 $2.0M
Ossiam 0.03% Reduce -68.7% 17,031 $2.0M
StoneX Group Inc. 0.08% Reduce -7.2% 17,033 $2.0M
Means Investment Co., Inc. 0.15% Add +0.7% 17,004 $2.0M
Ritholtz Wealth Management 0.03% Add +15.2% 16,985 $2.0M
Chickasaw Capital Management LLC 0.07% Add +1.1% 16,930 $2.0M
Oxbow Advisors, LLC 0.16% Reduce -0.8% 16,921 $2.0M
Bay Rivers Group 0.68% Reduce -0.5% 16,903 $2.0M
United Bank 0.60% Reduce -7.5% 16,880 $2.0M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +18.2% 16,875 $2.0M
Mesirow Financial Investment Management, Inc. 0.03% Reduce -11.1% 16,788 $2.0M
Orca Wealth Management, LLC 1.18% Reduce -0.1% 16,680 $2.0M
Private Trust Co. NA 0.15% Add +1.1% 16,468 $1.9M
Earned Wealth Advisors, LLC 0.12% Add +71.7% 16,298 $1.9M
Harbour Investments, Inc. 0.03% Add +2.0% 16,276 $1.9M
Douglass Winthrop Advisors, LLC 0.03% Add +13.8% 16,260 $1.9M
GAMMA Investing LLC 0.07% Add +42.6% 16,191 $1.9M
Apella Capital, LLC 0.03% Reduce -3.4% 15,727 $1.9M
Sheets Smith Wealth Management 0.19% Add +55.5% 16,149 $1.9M
JBR Co Financial Management Inc 0.69% Reduce -10.6% 16,127 $1.9M
Capital Investment Advisors, LLC 0.02% Add +7.8% 16,043 $1.9M
Sterling Capital Management LLC 0.03% Reduce -12.6% 16,034 $1.9M
Accuvest Global Advisors 1.62% Reduce -9.7% 16,032 $1.9M
Taylor Financial Group, Inc. 1.04% No change 16,021 $1.9M
Sierra Capital LLC 0.18% Reduce -0.5% 15,978 $1.9M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -12.8% 15,899 $1.9M
E&G Advisors, LLC 0.36% Reduce -2.1% 15,899 $1.9M
Fragasso Financial Advisors Inc 0.10% Reduce -4.3% 15,782 $1.9M
Brian Low Financial Group, LLC 1.08% Add +8.5% 15,768 $1.9M
Levin Capital Strategies, L.P. 0.12% Reduce -66.0% 15,731 $1.9M
True North Advisors, LLC 0.18% New 15,721 $1.8M
Hennion & Walsh Asset Management, Inc. 0.05% Add +21.6% 15,718 $1.8M
Avidian Wealth Enterprises, LLC 0.05% Add +4.5% 15,717 $1.8M
Valley National Advisers Inc. 0.21% Reduce -5.6% 15,711 $1.8M
IFC Advisors LLC 0.23% Reduce -0.1% 15,690 $1.8M
South Dakota Investment Council 0.03% Reduce -6.0% 15,680 $1.8M
Assenagon Asset Management S.A. 0.00% Add +25.6% 15,669 $1.8M
Parr McKnight Wealth Management Group, LLC 0.22% New 15,642 $1.8M
Ticino Wealth 0.58% Add +158.1% 15,594 $1.8M
Infrastructure Capital Advisors, LLC 0.25% Add +48.4% 15,567 $1.8M
MWA Asset Management 0.82% Add +2.5% 15,468 $1.8M
Robeco Institutional Asset Management B.V. 0.00% Reduce -22.5% 15,421 $1.8M
Valeo Financial Advisors, LLC 0.04% Add +16.4% 15,420 $1.8M
Altus Wealth Group LLC 0.65% Reduce -11.0% 15,377 $1.8M
Allied Private Wealth LLC 1.15% — 15,158 $1.8M
Accurate Wealth Management, LLC 0.17% Reduce -5.6% 14,616 $1.8M
OneDigital Investment Advisors LLC 0.02% Reduce -0.3% 15,256 $1.8M
XML Financial, LLC 0.13% Reduce -14.4% 15,244 $1.8M
Canada Post Corp Registered Pension Plan 0.06% No change 15,210 $1.8M
Brighton Jones LLC 0.03% Add +2.0% 15,209 $1.8M
Verition Fund Management LLC 0.01% Add +4.7% 15,155 $1.8M
Citizens & Northern Corp. 0.41% Reduce -1.4% 15,154 $1.8M
Vestmark Advisory Solutions, Inc. 0.02% Add +1.2% 15,142 $1.8M
Parcion Private Wealth LLC 0.10% Reduce -0.3% 15,128 $1.8M
Sit Investment Associates Inc. 0.03% No change 15,100 $1.8M
Morningstar Investment Management LLC 0.11% No change 15,435 $1.8M
Prudential PLC 0.01% No change 15,064 $1.8M
Acorn Wealth Advisors, LLC 0.43% Reduce -1.1% 14,920 $1.8M
Wealthcare Capital Partners, LLC 0.72% Add +1.1% 14,905 $1.8M
Tema ETFs LLC 0.06% Add +6.9% 14,855 $1.7M
Zevenbergen Capital Investments LLC 0.04% Reduce -6.1% 14,830 $1.7M
Waterfront Wealth Inc. 0.27% No change 14,100 $1.7M
Stenger Family Office, LLC 0.28% Add +0.8% 14,746 $1.7M
Ballentine Partners, LLC 0.02% Add +0.3% 14,732 $1.7M
Accretive Wealth Partners, LLC 0.42% Add +2.5% 14,683 $1.7M
Sigma Planning Corp 0.04% Reduce -0.1% 14,626 $1.7M
AE Wealth Management LLC 0.01% Add +30.0% 14,424 $1.7M
Havemeyer Place LP 0.17% Reduce -79.9% 14,389 $1.7M
Aljian Capital Management, LLC 0.31% Add +2.9% 14,329 $1.7M
Kampmann Melissa S. 1.27% Reduce -23.3% 14,260 $1.7M
Waters Parkerson & Co., LLC 0.08% Reduce -1.6% 14,218 $1.7M
Caisse Des Depots Et Consignations 0.03% Reduce -30.9% 14,214 $1.7M
Culbertson A N & Co. Inc. 0.19% Add +40.7% 14,193 $1.7M
Z3 Capital Partners, LLC 0.35% Reduce -1.8% 14,144 $1.7M
Hurley Capital, LLC 0.86% Add +2.2% 14,133 $1.7M
Arete Wealth Advisors, LLC 0.11% Add +0.6% 14,076 $1.7M
Frec Markets, Inc. 0.15% Add +49.5% 14,016 $1.6M
Caption Management, LLC 0.06% Reduce -78.5% 14,000 $1.6M
Vinva Investment Management Ltd 0.01% Reduce -34.2% 14,300 $1.6M
Covenant Asset Management, LLC 0.29% Reduce -5.3% 13,934 $1.6M
Lodestone Wealth Management LLC 0.58% Add +0.1% 13,914 $1.6M
Great Valley Advisor Group, Inc. 0.03% Add +0.7% 13,813 $1.6M
Opinicus Capital, Inc. 0.87% Add +3.3% 13,810 $1.6M
Diligent Investors, LLC 0.36% Reduce -5.2% 13,791 $1.6M
MBM Wealth Consultants, LLC 0.31% Add +24.6% 13,765 $1.6M
Phoenix Financial Ltd. 0.01% New 13,750 $1.6M
Harbor Advisors LLC 0.20% No change 13,700 $1.6M
Kingswood Wealth Advisors, LLC 0.07% Add +4.4% 13,698 $1.6M
Seneca House Advisors 0.57% Reduce -15.1% 13,660 $1.6M
Bryn Mawr Trust Advisors, LLC 0.07% Add +0.6% 13,604 $1.6M
MN Wealth Advisors, LLC 0.68% New 13,599 $1.6M
Klingman & Associates, LLC 0.07% Add +1.7% 13,588 $1.6M
Moneta Group Investment Advisors LLC 0.01% Reduce -2.2% 13,519 $1.6M
Tred Avon Family Wealth, LLC 0.49% Reduce -0.3% 13,479 $1.6M
Jump Financial, LLC 0.02% Reduce -78.3% 13,371 $1.6M
Wedmont Private Capital 0.04% Add +66.3% 12,717 $1.6M
Jacobi Capital Management LLC 0.08% Add +1.3% 13,285 $1.6M
LexAurum Advisors, LLC 0.18% Reduce -18.8% 13,243 $1.6M
Sig Brokerage, LP 0.25% Add +229.8% 13,212 $1.6M
New Vernon Investment Management LLC 1.90% No change 13,201 $1.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Add +5.5% 13,141 $1.5M
Northside Capital Management, LLC 0.13% Add +0.1% 13,118 $1.5M
Thoroughbred Financial Services, LLC 0.07% Reduce -6.4% 13,112 $1.5M
Verity & Verity, LLC 0.11% Add +2.8% 13,085 $1.5M
Old North State Trust, LLC 0.79% Add +14.0% 13,075 $1.5M
Davidson Kahn Capital Management, LLC 0.66% Reduce -3.5% 13,054 $1.5M
Patrick M Sweeney & Associates, Inc. 0.88% Add +2.3% 13,042 $1.5M
Harbor Capital Advisors, Inc. 0.10% Add +0.2% 13,033 $1.5M
Sandy Cove Advisors, LLC 0.38% Add +2.9% 12,956 $1.5M
Sowell Financial Services LLC 0.05% Reduce -3.2% 12,954 $1.5M
Brandywine Oak Private Wealth LLC 0.11% No change 12,811 $1.5M
Carolina Wealth Advisors, LLC 0.59% Reduce -1.1% 12,777 $1.5M
RiverPark Advisors, LLC 0.74% Reduce -7.1% 12,739 $1.5M
Capital City Trust Co. 0.31% Reduce -9.2% 12,666 $1.5M
Papamarkou Wellner Asset Management inc. 0.93% No change 12,897 $1.5M
TCW Group Inc. 0.01% Add +1.8% 12,588 $1.5M
Calamos Wealth Management LLC 0.05% Reduce -9.8% 12,578 $1.5M
RFG Advisory, LLC 0.02% Add +124.8% 12,548 $1.5M
Rwa Wealth Partners, LLC 0.01% Add +34.2% 12,526 $1.5M
Rose Capital Advisors LLC 0.79% — 12,484 $1.5M
Twin Tree Management, LP 0.23% New 12,460 $1.5M
Brave Asset Management Inc. 0.31% No change 12,419 $1.5M
Harmony Asset Management LLC 0.39% Reduce -1.6% 12,372 $1.5M
Vontobel Holding Ltd. 0.00% Reduce -42.8% 12,282 $1.4M
Brown Miller Wealth Management, LLC 0.36% Add +6.3% 12,207 $1.4M
Spirit of America Management Corp. 0.27% Reduce -23.8% 12,200 $1.4M
Sagespring Wealth Partners, LLC 0.02% Add +17.3% 12,197 $1.4M
Intrepid Financial Planning Group LLC 0.49% Reduce -1.0% 12,178 $1.4M
SteelPeak Wealth, LLC 0.04% Reduce -67.3% 12,086 $1.4M
Uniting Wealth Partners, LLC 0.29% No change 12,056 $1.4M
Baldwin Investment Management, LLC 0.14% No change 12,009 $1.4M
Accel Wealth Management 0.32% Reduce -8.0% 11,969 $1.4M
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Reduce -5.4% 11,963 $1.4M
Angeles Wealth Management, LLC 0.06% Reduce -8.8% 11,922 $1.4M
Fiduciary Trust Co 0.02% Add +0.8% 11,903 $1.4M
Diversified Trust Co. 0.02% Add +1.9% 11,883 $1.4M
LMG Wealth Partners, LLC 0.22% Add +6.2% 11,854 $1.4M
Matrix Private Capital Group LLC 0.60% Add +1.5% 11,822 $1.4M
Smith, Moore & Co. 0.09% Add +1.2% 11,780 $1.4M
Freestone Capital Holdings, LLC 0.04% Add +7.2% 11,741 $1.4M
Benchmark Financial Wealth Advisors, LLC 0.34% Add +1.2% 11,730 $1.4M
MidFirst Bank 0.10% Add +2.9% 11,710 $1.4M
Curi Capital, LLC 0.02% Add +4.3% 11,703 $1.4M
Inspire Trust Co, N.A. 0.19% No change 11,700 $1.4M
Plato Investment Management Ltd 0.08% Reduce -6.1% 11,761 $1.4M
Curated Wealth Partners LLC 0.16% Add +3.4% 11,666 $1.4M
Shay Capital LLC 0.15% No change 11,600 $1.4M
Avity Investment Management Inc. 0.09% No change 11,585 $1.4M
Dakota Wealth Management 0.03% Reduce -11.5% 11,541 $1.4M
Pinnacle West Asset Management, Inc. 0.94% No change 11,543 $1.4M
Wilmington Savings Fund Society, FSB 0.03% Reduce -2.7% 11,492 $1.4M
Sfmg, LLC 0.08% Add +1.2% 11,458 $1.3M
Fjell Capital, LLC 0.91% Add +5.9% 11,398 $1.3M
Howland Capital Management LLC 0.05% Reduce -84.2% 11,366 $1.3M
Aspen Grove Capital, LLC 0.19% Add +1.6% 11,175 $1.3M
Insight Advisors, LLC/ PA 0.23% Reduce -2.6% 11,161 $1.3M
Mitchell & Pahl Private Wealth, LLC 0.48% Reduce -1.9% 11,144 $1.3M
CENTRAL TRUST Co 0.02% Reduce -6.1% 11,120 $1.3M
Kintra Wealth, LLC 0.07% Add +42.2% 8,754 $1.3M
Orange Investment Advisors, Inc. 0.16% Add +0.1% 11,104 $1.3M
Cordoba Advisory Partners LLC 0.28% Reduce -1.3% 11,138 $1.3M
Nwam LLC 0.06% Add +36.5% 11,041 $1.3M
King Luther Capital Management Corp. 0.01% Reduce -5.2% 11,036 $1.3M
Hills Bank & Trust Co 0.06% Reduce -10.7% 11,027 $1.3M
Coldstream Capital Management Inc. 0.02% Add +4.1% 11,002 $1.3M
Ar Asset Management Inc. 0.24% No change 11,000 $1.3M
Park Place Capital Corp 0.20% Add +471.8% 10,892 $1.3M
Prosperity Consulting Group, LLC 0.05% Reduce -4.4% 10,860 $1.3M
Viawealth, LLC 0.64% Add +24.0% 10,839 $1.3M
Connecticut Wealth Management, LLC 0.05% Reduce -2.5% 10,790 $1.3M
Cooper Financial Group 0.11% Add +7.4% 10,783 $1.3M
Pittenger & Anderson Inc. 0.05% Reduce -67.1% 10,775 $1.3M
Cornerstone Planning, LLC 0.29% Add +1.6% 10,756 $1.3M
NorthRock Partners, LLC 0.02% Add +37.9% 10,712 $1.3M
Capital Analysts, LLC 0.03% Add +3.8% 10,706 $1.3M
SVB Wealth LLC 0.08% Add +53.2% 10,706 $1.3M
Parrish Capital LLC 1.21% Reduce -13.6% 10,683 $1.3M
AlphaCore Capital LLC 0.02% Add +16.8% 10,643 $1.3M
Fifth Third Wealth Advisors LLC 0.03% Add +12.9% 10,595 $1.2M
Walter & Keenan Wealth Management LLC /in/ 0.31% Reduce -0.5% 10,566 $1.2M
Crescent Grove Advisors, LLC 0.11% Reduce -6.8% 10,550 $1.2M
Anb Bank 0.46% Reduce -0.8% 10,550 $1.2M
Lebenthal Global Advisors, LLC 0.17% Add +4.4% 10,500 $1.2M
Dearborn Partners LLC 0.07% No change 10,494 $1.2M
Hilltop Holdings Inc. 0.10% Reduce -11.6% 10,439 $1.2M
Marshall Financial Group, LLC 0.18% Add +193.9% 10,422 $1.2M
RiverFront Investment Group, LLC 0.02% Add +6.7% 10,330 $1.2M
Avondale Wealth Management 0.49% Add +15.7% 10,300 $1.2M
Signature Estate & Investment Advisors LLC 0.02% Reduce -19.6% 10,267 $1.2M
Intrua Financial, LLC 0.11% Reduce -17.2% 10,241 $1.2M
Heritage Investors Management Corp. 0.03% Reduce -0.5% 10,231 $1.2M
Gratus Wealth Advisors, LLC 0.15% Add +1.3% 10,228 $1.2M
Gateway Investment Advisers LLC 0.01% Reduce -16.9% 10,222 $1.2M
Kirtland Hills Capital Management, LLC 0.34% Reduce -3.1% 10,151 $1.2M
BBR Partners, LLC 0.06% Add +0.0% 10,098 $1.2M
TBH Global Asset Management, LLC 0.22% Add +0.0% 10,074 $1.2M
Eastern Bank 0.02% Add +7.0% 10,064 $1.2M
Hollencrest Capital Management 0.08% Add +0.1% 10,037 $1.2M
Zhang Financial LLC 0.03% Reduce -15.2% 10,028 $1.2M
Morse Asset Management, Inc 0.20% Reduce -17.8% 10,024 $1.2M
Buckland Partners Management Co LLC 0.58% No change 10,000 $1.2M
Seelaus Asset Management LLC 0.83% Add +0.4% 9,998 $1.2M
Smartleaf Asset Management LLC 0.04% No change 10,164 $1.2M
RMR Wealth Builders 0.07% Reduce -68.4% 9,901 $1.2M
Carnegie Lake Advisors LLC 0.43% No change 9,900 $1.2M
Davis Investment Partners, LLC 0.35% Add +0.3% 9,867 $1.2M
PGIM Custom Harvest LLC 0.01% Reduce -0.5% 9,849 $1.2M
Mather Group, Llc. 0.01% Add +2.4% 9,840 $1.2M
Westco Advisory Services Inc. 0.70% Reduce -3.2% 9,819 $1.2M
Sax Wealth Advisors, LLC 0.05% Add +9.7% 10,045 $1.2M
IHT Wealth Management, LLC 0.02% No change 9,804 $1.2M
ArchPoint Investors 0.24% Reduce -50.0% 9,800 $1.2M
RDA Financial Network 0.25% Add +0.1% 9,783 $1.2M
Godshalk Welsh Capital Management, Inc. 0.62% Reduce -2.3% 9,780 $1.2M
Tower Research Capital LLC (TRC) 0.03% Add +0.7% 9,757 $1.1M
Rational Advisors, Inc. 0.11% Add +0.5% 9,754 $1.1M
Jmac Enterprises LLC 0.19% Add +0.5% 9,750 $1.1M
Augustine Asset Management Inc. 0.23% Reduce -15.3% 9,740 $1.1M
Regal Investment Advisors LLC 0.06% Add +21.1% 9,691 $1.1M
Tradition Wealth Management, LLC 0.07% Add +9.1% 9,682 $1.1M
Investors Research Corp 0.20% Reduce -0.8% 9,638 $1.1M
Carson Advisory Inc. 0.52% Reduce -1.5% 9,573 $1.1M
Obsidian Cio, LLC 0.84% Add +175.3% 9,562 $1.1M
Key Financial Inc 0.18% Reduce -4.8% 9,559 $1.1M
Ellevest, Inc. 0.13% Add +3.1% 9,567 $1.1M
Choate Investment Advisors 0.02% Reduce -3.5% 9,555 $1.1M
Modera Wealth Management, LLC 0.01% Reduce -56.2% 9,491 $1.1M
Cantor Fitzgerald Investment Advisors L.P. 0.08% No change 9,489 $1.1M
LBMC Investment Advisors, LLC 0.06% Add +1.1% 9,487 $1.1M
Dynamic Advisor Solutions LLC 0.03% Add +33.5% 9,482 $1.1M
Pallas Capital Advisors LLC 0.03% Add +4.5% 9,454 $1.1M
Weiss Asset Management LP 0.02% Reduce -68.6% 9,381 $1.1M
Arbor Wealth Advisors LLC 0.67% No change 9,370 $1.1M
Hexagon Capital Partners LLC 0.15% Add +1.3% 9,355 $1.1M
Focused Alpha, LLC 0.28% Add +4.8% 9,355 $1.1M
Axxcess Wealth Management, LLC 0.02% New 9,316 $1.1M
Renasant Bank 0.70% New 9,309 $1.1M
Alerus Financial NA 0.05% Reduce -49.5% 9,253 $1.1M
Dimension Capital Management LLC 0.13% Add +1.2% 9,239 $1.1M
Portfolio Design Labs, LLC 0.18% Reduce -0.9% 9,226 $1.1M
Abel Hall, LLC 0.19% Reduce -1.5% 9,119 $1.1M
KPP Advisory Services LLC 0.14% Reduce -3.8% 9,103 $1.1M
Comprehensive Money Management Services LLC 0.67% Reduce -4.1% 9,100 $1.1M
Paragon Private Wealth Management, LLC 0.28% Add +26.8% 9,099 $1.1M
Huntleigh Advisors, Inc. 0.15% Add +2.1% 9,078 $1.1M
Simplicity Wealth,LLC 0.04% Add +240.9% 9,065 $1.1M
Mayflower Financial Advisors, LLC 0.09% Add +0.7% 9,050 $1.1M
Novem Group 0.11% New 9,023 $1.1M
First National Bank of Omaha 0.03% Reduce -5.9% 9,229 $1.1M
Boltwood Capital Management 0.24% Reduce -1.7% 8,996 $1.1M
Wiser Advisor Group LLC 1.15% Add +2.5% 8,963 $1.1M
QVT Financial LP 0.07% No change 8,958 $1.1M
Quest Investment Management LLC 0.12% Reduce -8.3% 8,945 $1.1M
Fulton Bank, N.A. 0.03% Add +2.0% 8,847 $1.0M
Carnegie Investment Counsel 0.02% Reduce -69.4% 8,825 $1.0M
Pictet North America Advisors SA 0.09% No change 8,800 $1.0M
Anchor Investment Management, LLC 0.08% Add +0.1% 8,704 $1.0M
First United Bank & Trust 0.29% Reduce -17.1% 8,690 $1.0M
Union Savings Bank 0.41% Reduce -1.5% 8,654 $1.0M
Geneos Wealth Management Inc. 0.02% Add +43.3% 8,640 $1.0M
CNB Bank 0.40% Add +34.5% 8,615 $1.0M
NorthCoast Asset Management LLC 0.02% Add +26.5% 8,528 $1.0M
Whipplewood Advisors, LLC 0.67% Add +40.0% 8,501 $1.0M
Quadrature Capital Ltd 0.01% Reduce -93.3% 8,428 $992K
Moneco Advisors, LLC 0.06% Reduce -1.1% 8,424 $991K
Richards, Merrill & Peterson, Inc. 0.31% Reduce -9.8% 8,421 $991K
Global Wealth Management Investment Advisory, Inc. 0.14% Add +1.4% 8,402 $989K
Aptus Capital Advisors, LLC 0.01% Add +72.6% 8,366 $984K
Vaughan David Investments LLC 0.02% Reduce -0.8% 8,305 $977K
Ayrshire Capital Management LLC 0.46% Reduce -38.7% 8,303 $977K
Trust Asset Management LLC 0.06% Add +3.4% 8,297 $976K
IFP Advisors, Inc 0.02% Reduce -4.3% 8,282 $975K
Cravens & Co Advisors, LLC 0.65% Reduce -18.8% 8,210 $966K
Cerro Pacific Wealth Advisors LLC 0.22% Add +10.1% 8,184 $963K
BIP Wealth, LLC 0.03% Add +40.5% 8,173 $962K
Cox Capital Mgt LLC 0.54% Add +137.5% 8,172 $962K
Beaumont Asset Management, L.L.C. 0.37% Add +4.6% 8,144 $958K
Lederer & Associates Investment Counsel 0.63% No change 8,135 $957K
Walker Asset Management, LLC 0.48% Add +0.9% 8,130 $957K
Investor's Fiduciary Advisor Network, LLC 0.32% Add +3.3% 8,111 $954K
Bailard, Inc. 0.02% Add +1.7% 8,087 $952K
1620 Investment Advisors, Inc. 0.59% Add +53.9% 8,070 $950K
RW Investment Management LLC 0.08% Reduce -2.4% 8,050 $947K
CenterBook Partners LP 0.05% Reduce -88.6% 8,026 $944K
Nicholas Wealth, LLC. 0.52% Add +1.8% 8,020 $944K
Intercapital, LLC 0.41% New 8,000 $941K
Jefferies Financial Group Inc. 0.01% New 7,930 $933K
TrinityBridge Ltd 0.02% Reduce -1.3% 7,930 $932K
Chapin Davis, Inc. 0.16% Add +12.3% 7,807 $919K
Axiom Investment Management LLC 0.61% Add +0.0% 7,804 $918K
Gladstone Institutional Advisory LLC 0.03% Add +10.0% 7,787 $916K
Kennebec Savings Bank 0.73% Add +7.0% 7,783 $916K
Csenge Advisory Group 0.04% Reduce -0.4% 7,783 $916K
CMT Capital Markets Trading GmbH 0.48% Reduce -27.0% 7,778 $915K
Latash Investments, LLC 0.67% No change 7,774 $915K
Advisory Resource Group 0.14% Add +0.5% 7,773 $915K
Xcel Wealth Management, LLC 0.22% Reduce -22.1% 7,705 $907K
Element Wealth, LLC 0.34% Add +2.5% 7,677 $903K
Total Wealth Planning & Management, Inc. 0.65% Add +80.9% 7,573 $891K
Truvestments Capital LLC 0.13% Reduce -20.6% 7,568 $891K
Wealth Alliance, LLC 0.07% Add +48.6% 7,568 $891K
Haverford Trust Co 0.01% Add +15.4% 7,562 $890K
Investment Partners Asset Management, Inc. 0.49% No change 7,506 $883K
Cladis Investment Advisory, LLC 0.41% No change 7,500 $883K
Tempo Wealth, LLC 0.13% Reduce -4.5% 7,465 $878K
Jeppson Wealth Management, LLC 0.26% Add +3.8% 7,439 $875K
Mattern Wealth Management LLC 0.14% Add +236.2% 7,437 $875K
TOWER TRUST & INVESTMENT Co 0.53% Reduce -9.5% 7,436 $875K
YANKCOM Partnership 0.31% Add +8.2% 7,433 $875K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -7.6% 7,423 $873K
MSH Capital Advisors LLC 0.15% Add +58.8% 7,412 $872K
Northbridge Financial Group, LLC 0.33% Add +19.8% 7,404 $871K
Baltimore-Washington Financial Advisors, Inc. 0.03% Reduce -7.2% 7,394 $870K
Warner Group LLC 0.21% Add +100.1% 7,384 $869K
ATX Financial Planning, LLC 0.57% Reduce -0.1% 7,383 $869K
AdvisorNet Financial, Inc 0.04% Reduce -9.6% 7,373 $868K
Dorsey & Whitney Trust CO LLC 0.04% Add +18.2% 7,371 $867K
Anchyra Partners LLC 0.21% Add +0.8% 7,362 $866K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Add +99.7% 7,494 $865K
17 Capital Partners, LLC 0.39% Reduce -7.0% 7,345 $864K
GC Wealth Management RIA, LLC 0.05% Reduce -0.7% 7,342 $864K
NCM Capital Management, LLC 0.27% No change 7,323 $862K
Lowe Brockenbrough & Co. Inc. 0.04% No change 7,319 $861K
GMO 0.00% No change 7,300 $859K
New Wave Wealth Advisors LLC 0.23% Add +49.4% 7,291 $858K
Alteri Wealth LLC 0.24% Reduce -0.5% 7,288 $858K
Segment Wealth Management, LLC 0.04% Add +16.2% 7,268 $855K
LRI Investments, LLC 0.07% Reduce -0.3% 7,265 $855K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +25.2% 7,228 $851K
Sippican Capital Advisors 0.52% Add +0.0% 7,226 $850K
Leisure Capital Management 0.26% Add +1.5% 7,210 $848K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% No change 7,166 $843K
Mediolanum International Funds Ltd 0.01% Reduce -39.7% 7,308 $840K
Cannon Advisors, Inc. 0.51% Reduce -70.0% 6,738 $839K
Fortis Capital Advisors, LLC 0.09% Add +48.0% 7,125 $838K
Mangrove Partners Im, LLC 0.05% No change 7,090 $834K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -0.7% 7,070 $832K
Pekin Hardy Strauss, Inc. 0.07% Reduce -12.9% 7,070 $832K
Blueshift Asset Management, LLC 0.19% Add +131.6% 7,050 $830K
Cigna Investments Inc. 0.11% No change 7,010 $825K
Winthrop Partners - WNY, LLC 0.41% Add +3.0% 6,996 $823K
Adelphi Trust Co 0.55% Add +46.3% 6,978 $821K
Compass Financial Management LLC 0.10% — 6,674 $821K
Highland Capital Management, LLC 0.04% Reduce -1.5% 6,970 $820K
Renaissance Investment Group LLC 0.16% Reduce -6.0% 6,960 $819K
Tocqueville Asset Management L.P. 0.01% Reduce -2.9% 6,959 $819K
Pension & Wealth Management Advisors, Inc. 0.22% Add +6.4% 6,958 $819K
Herold Advisors, Inc. 0.16% Add +4.0% 6,876 $810K
Foguth Wealth Management, LLC. 0.09% Add +0.2% 6,523 $806K
Meridian Wealth Advisors, LLC 0.09% Add +0.0% 6,840 $805K
Naviter Wealth, LLC 0.07% Add +9.9% 6,840 $805K
Schmidt P J Investment Management Inc. 0.13% Reduce -3.2% 6,836 $804K
Old Port Advisors 0.16% Add +5.5% 6,815 $802K
Powell Investment Advisors, LLC 0.25% No change 6,800 $800K
Prentice Wealth Management LLC 0.16% Add +8.5% 6,787 $799K
Vision Retirement, LLC 0.19% Reduce -11.8% 6,782 $798K
Empirical Finance, LLC 0.03% Add +18.6% 6,778 $798K
Premier Path Wealth Partners, LLC 0.09% Reduce -3.0% 6,730 $792K
Linscomb Wealth, Inc. 0.03% Reduce -38.1% 6,708 $789K
Lewis Asset Management, LLC 0.27% Reduce -3.3% 6,641 $781K
ELCO Management Co., LLC 0.34% Reduce -13.6% 6,619 $779K
PKS Advisory Services, LLC 0.12% Reduce -43.6% 6,615 $779K
Limestone Investment Advisors LP 0.39% Reduce -16.8% 6,573 $773K
Pin Oak Investment Advisors Inc. 0.55% Add +0.1% 6,560 $772K
Ashton Thomas Securities, LLC 0.11% Add +17.9% 6,536 $768K
United Advisor Group, LLC 0.08% Add +20.4% 6,500 $765K
Legacy Capital Wealth Partners, LLC 0.15% Add +30.5% 6,498 $765K
Sage Mountain Advisors LLC 0.05% Add +6.8% 6,497 $764K
Sivia Capital Partners, LLC 0.09% Add +150.4% 6,493 $764K
Curbstone Financial Management Corp 0.13% Reduce -3.9% 6,466 $761K
Element Pointe Advisors, LLC 0.12% No change 6,456 $760K
Quantbot Technologies LP 0.03% Add +10.4% 6,440 $758K
Per Stirling Capital Management, LLC. 0.07% Add +0.4% 6,439 $758K
Pennsylvania Capital Management Inc. 0.19% Reduce -5.2% 6,437 $757K
Capital Markets Trading UK LLP 0.54% Add +39.5% 6,433 $757K
Continuum Advisory, LLC 0.06% Add +0.8% 6,433 $757K
First Pacific Financial 0.09% Reduce -1.6% 6,426 $756K
Cullinan Associates Inc. 0.06% No change 6,410 $754K
Advisory Advocates, LLC 0.65% Add +8.5% 6,400 $753K
Ameritas Investment Partners, Inc. 0.02% Reduce -12.9% 6,372 $750K
Quad-Cities Investment Group, LLC 0.27% Add +4.0% 6,350 $747K
LCNB Corp. 0.23% Reduce -0.9% 6,320 $744K
U S Global Investors Inc. 0.07% New 6,300 $741K
Aviance Capital Partners, LLC 0.08% Reduce -1.1% 6,258 $736K
Xcelsior Advisor Partners LLC 0.10% New 6,248 $735K
Spinnaker Trust 0.04% Reduce -47.1% 6,242 $734K
Profund Advisors LLC 0.02% Reduce -3.6% 6,225 $732K
Sweeney & Michel, LLC 0.19% Add +0.7% 5,330 $731K
Steinberganna Wealth Management 0.30% Add +0.9% 6,204 $730K
MBL Wealth, LLC 0.05% Reduce -9.3% 6,198 $729K
Thoma Capital Management LLC 0.39% Add +5.3% 6,189 $728K
Ferguson Wellman Capital Management, Inc. 0.01% Add +49.6% 6,176 $727K
M3 Advisory Group, LLC 0.38% Add +1.9% 6,174 $726K
Tyche Wealth Partners LLC 0.10% Add +1.6% 6,155 $724K
First PREMIER Bank 0.12% No change 6,119 $720K
Clearwater Capital Advisors, LLC 0.05% Reduce -3.5% 6,113 $719K
Davis R M Inc. 0.01% Reduce -10.4% 6,112 $719K
Erste Asset Management GmbH 0.01% Add +19.6% 6,260 $719K
Cane Capital Partners, LLC 0.29% Reduce -3.2% 6,098 $718K
Aspetuck Financial Management LLC 0.42% Add +24.0% 6,083 $716K
Fund Advisors of America Inc 0.65% Add +0.2% 6,078 $715K
Vaquero Private Wealth, Ltd. 0.15% — 6,078 $715K
Lionhunter Capital Management, LLC 0.32% — 6,072 $714K
Triad Wealth Partners, LLC 0.04% Add +29.1% 5,304 $714K
Granite Group Advisors, LLC 0.42% New 6,041 $711K
Crewe Advisors LLC 0.05% Reduce -12.8% 6,033 $710K
Beacon Investment Advisory Services, Inc. 0.03% Reduce -7.0% 6,021 $708K
Capital Management Associates 0.91% No change 6,000 $706K
NTV Asset Management LLC 0.07% Add +18.3% 5,982 $704K
AlTi Global, Inc. 0.01% Add +5.0% 5,963 $702K
Aprio Wealth Management, LLC 0.03% Reduce -0.1% 5,959 $701K
Arthur M. Cohen & Associates, LLC 0.11% No change 5,959 $701K
Perennial Investment Advisors, LLC 0.05% Add +12.3% 5,943 $699K
Cordgrass Capital Advisors, LLC 0.26% Reduce -48.7% 5,913 $696K
Ironsides Asset Advisors, LLC 0.16% No change 5,890 $693K
Spartan Wealth Advisory Services LLC 0.06% Reduce -4.4% 5,888 $693K
Azimuth Capital Investment Management LLC 0.02% Reduce -8.2% 5,875 $691K
Garden State Investment Advisory Services LLC 0.14% Add +23.4% 5,869 $691K
Baker Tilly Wealth Management, LLC 0.15% Add +8.8% 5,832 $686K
Purus Wealth Management, LLC 0.19% Reduce -10.9% 5,811 $684K
Emissary Wealth LLC 0.52% New 5,804 $683K
Busey Bank 0.02% Reduce -3.9% 5,774 $679K
Seamount Financial Group Inc. 0.27% Add +0.0% 5,769 $679K
Kozak & Associates, Inc. 0.12% Add +0.9% 5,673 $678K
VestGen Advisors, LLC 0.02% Reduce -2.5% 5,750 $677K
Minot DeBlois Advisors LLC 0.58% Add +0.6% 5,727 $674K
Wick Capital Partners, LLC 0.10% New 12,855 $673K
Pure Financial Advisors, LLC 0.01% Add +9.3% 5,687 $669K
Beta Wealth Group, Inc. 0.25% Reduce -28.2% 5,679 $668K
Legacy Wealth Management, LLC / MS 0.17% Add +43.6% 5,653 $665K
Integral Investment Advisors, Inc. 0.15% Reduce -17.5% 5,650 $665K
Sage Rhino Capital LLC 0.11% Reduce -17.9% 5,648 $665K
AustralianSuper Pty Ltd 0.00% New 5,610 $660K
Capital International Sarl 0.01% Reduce -45.0% 5,604 $659K
FIL Ltd 0.00% Add +5.8% 5,590 $658K
Shulman DeMeo Asset Management LLC 0.12% Add +0.2% 5,570 $655K
Aviso Wealth Management 0.22% No change 5,569 $655K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +455.0% 5,550 $653K
BSW Wealth Partners 0.07% Add +5.5% 5,539 $652K
First County Bank 0.31% Reduce -1.6% 5,539 $652K
Samalin Investment Counsel, LLC 0.21% Reduce -1.1% 5,521 $650K
Voleon Capital Management LP 0.01% Reduce -92.7% 5,512 $649K
Samjo Management, LLC 0.22% No change 5,510 $648K
DF Dent & Co. Inc. 0.01% No change 5,499 $647K
Financial Partners Group, Inc 0.07% Reduce -0.3% 5,490 $646K
Westmount Partners, LLC 0.14% Add +0.3% 5,475 $644K
Legacy Advisors, LLC 0.06% Reduce -8.5% 5,474 $644K
Mosaic Financial Group, LLC 0.41% Add +0.3% 5,476 $644K
Jackson Wealth Management, LLC 0.38% Reduce -92.2% 5,457 $642K
First National Trust Co 0.02% Reduce -38.0% 5,442 $640K
Revolve Wealth Partners, LLC 0.07% Add +3.8% 5,431 $639K
Resurgent Financial Advisors LLC 0.18% Add +153.5% 5,427 $639K
Norden Group LLC 0.05% Reduce -10.3% 5,403 $636K
Kovack Advisors, Inc. 0.03% Reduce -30.9% 5,315 $633K
Strategic Blueprint, LLC 0.03% Add +3.5% 5,376 $633K
Westover Capital Advisors, LLC 0.10% Reduce -22.7% 5,373 $632K
Baker Avenue Asset Management, LP 0.01% Reduce -3.5% 5,353 $630K
Texas Bank & Trust Co 0.21% Reduce -3.1% 5,340 $628K
Clear Creek Financial Management, LLC 0.04% Add +6.6% 5,321 $626K
Lanark Financial, Inc. 0.04% Add +0.5% 5,307 $624K
QTR Family Wealth, LLC 0.22% Reduce -2.5% 5,303 $624K
Trace Wealth Advisors, LLC 0.41% No change 5,300 $624K
Focus Financial Network, Inc. 0.02% Add +4.1% 5,283 $622K
Montecito Bank & Trust 0.09% Add +4.3% 5,280 $621K
Visionary Wealth Advisors 0.02% Add +1.3% 5,275 $621K
HBK Sorce Advisory LLC 0.01% Reduce -1.0% 4,556 $620K
McElhenny Sheffield Capital Management, LLC 0.15% Add +12.3% 5,261 $619K
Symphony Financial, Ltd. Co. 0.07% Add +53.7% 5,358 $617K
Banque Cantonale Vaudoise 0.03% Add +136.3% 5,239 $616K
Mayfair Advisory Group, LLC 0.19% Add +7.9% 4,738 $616K
Rare Wolf Capital LLC 0.39% Add +18.8% 5,215 $614K
Cullen Investment Group, LTD. 0.07% Reduce -2.0% 5,212 $613K
Willner & Heller, LLC 0.38% Add +0.9% 5,205 $612K
IMA Advisory Services, Inc. 0.04% Add +240.7% 5,169 $608K
American National Bank & Trust 0.05% Reduce -0.1% 5,158 $607K
Wellspring Financial Advisors, LLC 0.04% Reduce -1.3% 5,125 $603K
Fairscale Capital, LLC 0.36% Reduce -0.0% 5,121 $603K
Guinness Asset Management LTD 0.01% Reduce -15.0% 5,115 $602K
Horizon Kinetics Asset Management LLC 0.01% No change 5,092 $599K
OMNI 360 Wealth, Inc. 0.28% No change 5,092 $599K
Forbes J M & Co. LLP 0.05% Reduce -0.0% 5,083 $598K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -0.5% 5,055 $595K
Gilman Hill Asset Management, LLC 0.08% No change 5,040 $593K
Main Street Research LLC 0.03% Reduce -5.3% 5,036 $593K
Tannin Capital LLC 0.39% Add +45.9% 5,032 $592K
Gross & Hartman Investments LLC 0.26% Add +15.4% 5,016 $590K
Arcus Capital Partners, LLC 0.24% No change 4,986 $587K
Lakeshore Capital Group, Inc. 0.43% Add +0.9% 4,984 $586K
Chemistry Wealth Management LLC 0.09% No change 4,969 $585K
Broyhill Asset Management, LLC 0.52% No change 4,956 $583K
Smithfield Trust Co 0.02% No change 4,944 $582K
MFA Wealth Services 0.35% Add +15.2% 4,944 $582K
Cassaday & Co Wealth Management LLC 0.01% Reduce -3.5% 4,926 $580K
Cape Investment Advisory, Inc. 0.15% Add +38.8% 4,909 $578K
Ullmann Wealth Partners Group, LLC 0.05% Add +2.1% 4,907 $577K
Advyzon Investment Management, LLC 0.04% Add +12.1% 4,904 $577K
CHICAGO TRUST Co NA 0.08% Reduce -24.9% 4,874 $574K
Essential Investment Partners LLC 0.46% Reduce -5.7% 4,865 $572K
Glen Eagle Advisors, LLC 0.07% Reduce -4.2% 4,859 $572K
Clifford Swan Investment Counsel LLC 0.02% Reduce -0.4% 4,851 $571K
Van Cleef Asset Management,Inc 0.06% No change 4,850 $571K
Kensington Investment Counsel, LLC 0.25% Reduce -4.0% 4,849 $571K
First Dallas Securities Inc. 0.19% Reduce -25.6% 4,842 $570K
WealthTrust Axiom LLC 0.13% Add +0.0% 4,819 $567K
Regatta Capital Group, LLC 0.08% Add +3.0% 4,801 $565K
Dale Q Rice Investment Management Ltd 0.31% No change 4,787 $563K
Wealthedge Investment Advisors, LLC 0.19% No change 4,785 $563K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.40% Reduce -3.2% 4,782 $563K
Rockland Trust Co. 0.02% Reduce -11.0% 4,775 $562K
Supplemental Annuity Collective Trust of NJ 0.14% Reduce -4.7% 4,765 $561K
Forum Financial Management, LP 0.01% Reduce -6.2% 4,716 $555K
HighPoint Advisor Group LLC 0.02% Add +6.5% 4,709 $554K
Birinyi Associates Inc. 0.13% Add +0.3% 4,690 $552K
Moss Adams Wealth Advisors LLC 0.03% Add +16.8% 4,670 $550K
Advisory Research Inc. 0.05% No change 4,667 $549K
LMR Partners LLP 0.00% New 4,661 $548K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 4,662 $548K
Texas Capital Bank Wealth Management Services Inc 0.03% Add +5.0% 4,639 $546K
Newman Dignan & Sheerar, Inc. 0.10% Reduce -17.6% 4,624 $544K
CX Institutional 0.02% Add +96.1% 4,615 $543K
TRUE Private Wealth Advisors 0.05% No change 4,609 $542K
10Elms LLP 0.24% Reduce -29.1% 4,584 $539K
Redwood Financial Network Corp 0.30% Add +3.8% 4,577 $539K
Spirepoint Private Client, LLC 0.04% Reduce -14.9% 4,562 $537K
Forefront Wealth Partners, LLC 0.17% Add +5.5% 4,561 $537K
Avestar Capital, LLC 0.03% Add +102.9% 4,557 $536K
LVW Advisors, LLC 0.05% Add +4.8% 4,551 $536K
Guyasuta Investment Advisors Inc. 0.03% Reduce -66.4% 4,538 $534K
Congress Park Capital LLC 0.14% Add +16.8% 4,537 $534K
TD Private Client Wealth LLC 0.01% Add +8.0% 4,513 $531K
Mark Sheptoff Financial Planning, LLC 0.28% No change 4,500 $530K
Tableaux LLC 0.22% No change 4,498 $529K
McDonald Partners LLC 0.13% Reduce -4.3% 4,464 $525K
Checchi Capital Advisers, LLC 0.03% Add +0.9% 4,459 $525K
Gridiron Partners, LLC 0.28% No change 4,454 $524K
South Plains Financial, Inc. 0.28% Add +19.4% 4,452 $524K
Payne Capital Management, LLC 0.14% New 4,446 $523K
L2 Asset Management, LLC 0.05% Add +12.5% 4,442 $523K
Parkside Financial Bank & Trust 0.04% Add +8.6% 4,430 $521K
Courier Capital LLC 0.03% Add +1.0% 4,414 $519K
Icon Wealth Advisors, LLC 0.03% Add +102.4% 4,411 $519K
Gradient Capital Advisors, LLC 0.12% No change 4,390 $517K
Everpar Advisors LLC 0.15% Add +41.6% 4,375 $515K
Deseret Mutual Benefit Administrators 0.17% Reduce -9.8% 4,363 $513K
Southland Equity Partners LLC 0.09% Reduce -0.1% 4,356 $513K
WealthPLAN Partners, LLC 0.10% Reduce -44.8% 4,355 $512K
Riverview Capital Advisers, LLC 0.15% Add +1.1% 4,337 $510K
Bartlett & Co. Wealth Management LLC 0.01% Add +7.6% 4,313 $508K
Optimize Financial Inc. 0.18% Reduce -0.3% 4,300 $506K
Sound Capital Solutions LLC 0.12% — 4,300 $506K
Howard Capital Management, LLC 0.01% Add +64.8% 4,280 $504K
Panagora Asset Management Inc. 0.00% No change 4,273 $503K
Soltis Investment Advisors LLC 0.03% Add +9.5% 4,268 $502K
Archer Investment Corp 0.10% Add +88.4% 4,263 $502K
Octavia Wealth Advisors, LLC 0.04% Reduce -9.9% 4,259 $501K
Kohmann Bosshard Financial Services, LLC 0.04% No change 4,243 $499K
Bogart Wealth, LLC 0.02% Add +36.9% 4,229 $498K
Gables Capital Management Inc. 0.18% Reduce -14.8% 4,210 $495K
HHM Wealth Advisors, LLC 0.05% Reduce -0.8% 4,207 $495K
Roundview Capital LLC 0.03% Reduce -5.8% 4,201 $494K
Asahi Life Asset Management Co., LTD. 0.28% New 4,200 $494K
Essex LLC 0.07% Add +0.4% 4,189 $493K
Dover Advisors, LLC 0.20% Add +0.2% 3,195 $492K
Family Manage LLC 0.05% Add +0.9% 4,182 $492K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +8.6% 4,161 $490K
Shum Financial Group, Inc. 0.29% Reduce -0.4% 4,152 $489K
Polymer Capital Management (US) LLC 0.07% Add +12.0% 4,150 $488K
Tradewinds, LLC. 0.11% Reduce -25.5% 2,036 $488K
Wimmer Associates 1, LLC 0.22% No change 4,143 $488K
Gallacher Capital Management LLC 0.27% New 4,141 $487K
Laurel Oak Wealth Management, LLC 0.07% Add +0.1% 4,141 $487K
Keystone Financial Group 0.03% Reduce -0.3% 4,130 $486K
Ariston Services Group 0.27% Add +0.0% 4,127 $486K
Logan Capital Management Inc. 0.02% — 4,125 $485K
Trueblood Wealth Management, LLC 0.17% Reduce -4.5% 4,120 $485K
Facet Wealth, Inc. 0.01% Add +42.1% 4,109 $483K
Snowwater Investment Partners, LLC 0.33% Reduce -0.8% 4,106 $483K
Onyx Bridge Wealth Group LLC 0.04% Reduce -0.4% 4,081 $480K
Americana Partners, LLC 0.01% Add +22.1% 4,077 $480K
Indivisible Partners 0.03% Add +134.4% 4,076 $480K
Commerzbank Aktiengesellschaft 0.01% Reduce -27.1% 4,069 $479K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% New 4,050 $477K
Carlson Financial, Inc. 0.24% Reduce -0.3% 4,019 $473K
Everest Financial Group LLC 0.06% Reduce -0.2% 4,015 $472K
Alan B Lancz & Associates, Inc. 0.41% No change 4,000 $471K
PMG Family Office LLC 0.43% Add +3.0% 3,997 $470K
AlphaGrep UK Ltd 0.14% Add +52.0% 3,985 $469K
Salem Investment Counselors Inc. 0.01% Reduce -25.0% 3,973 $468K
Procyon Advisors, LLC 0.02% Reduce -36.1% 3,970 $467K
Heritage Wealth Advisors 0.02% Reduce -6.5% 3,970 $467K
First American Trust, FSB 0.03% Reduce -9.6% 3,967 $467K
Personal Cfo Solutions, LLC 0.07% Add +17.8% 3,960 $466K
Shelton Capital Management 0.01% Add +0.1% 3,957 $466K
Topsail Wealth Management, LLC 0.06% Add +0.3% 3,955 $465K
Avior Wealth Management, LLC 0.01% Reduce -20.5% 3,953 $465K
San Luis Wealth Advisors LLC 0.07% Reduce -11.1% 3,948 $465K
SageView Advisory Group, LLC 0.02% Reduce -0.9% 3,938 $463K
Silvia McColl Wealth Management, LLC 0.28% Reduce -2.2% 3,919 $461K
Triumph Capital Management 0.08% Add +8.3% 3,915 $461K
Quotient Wealth Partners, LLC 0.01% Add +21.6% 3,913 $460K
Sovereign Financial Group, Inc. 0.07% Reduce -0.8% 3,911 $460K
Excalibur Management Corp. 0.15% Add +0.2% 3,910 $460K
YHB Investment Advisors, Inc. 0.03% Reduce -8.4% 3,910 $460K
Zacks Investment Management 0.00% Add +116.0% 3,901 $459K
Ames National Corp. 0.25% No change 3,900 $459K
McMillan Office, Inc. 0.05% No change 3,900 $459K
Clearwave Capital, LLC 0.25% Add +21.4% 3,888 $458K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +20.4% 3,883 $457K
Groupama Asset Managment 0.01% No change 3,962 $455K
Advisor OS, LLC 0.03% Add +6.2% 3,862 $454K
Fiduciary Family Office, LLC 0.11% Add +1.2% 3,857 $454K
BankPlus Wealth Management LLC 0.20% Add +6.4% 3,854 $453K
Perkins Coie Trust Co 0.07% No change 3,843 $452K
Valtrion Capital Management, LLC 0.33% Add +23.8% 3,824 $450K
Bigelow Investment Advisors, LLC 0.16% Add +5.0% 3,808 $448K
Kathmere Capital Management, LLC 0.02% Add +58.3% 3,784 $445K
Plotkin Financial Advisors, LLC 0.18% No change 3,779 $445K
Precedent Wealth Partners, LLC 0.07% New 3,768 $443K
71 West Capital Partners 0.02% Add +49.6% 3,750 $441K
Harris Associates (Oakmark Funds) 0.00% No change 3,750 $441K
Catalyst Funds Management Pty Ltd 0.02% New 3,735 $439K
Valmark Advisers, Inc. 0.00% Add +0.2% 3,725 $438K
Disciplined Investors, L.L.C. 0.22% Reduce -15.8% 3,722 $438K
Zions Bancorporation, National Association 0.03% Add +228.3% 3,716 $437K
Galvin, Gaustad & Stein, LLC 0.03% Reduce -16.2% 3,710 $437K
Sapient Capital LLC 0.01% Reduce -26.2% 3,705 $436K
Hodges Capital Management Inc. 0.03% Reduce -1.3% 3,700 $435K
CRA Financial Services, LLC 0.05% Add +4.1% 3,692 $434K
Trivium Point Advisory, LLC 0.04% New 3,680 $433K
Hutchens & Kramer Investment Management Group, LLC 0.12% Add +5.3% 3,679 $433K
Partners Capital Investment Group, LLP 0.02% Add +0.1% 3,677 $433K
Heartland Bank & Trust Co 0.09% Reduce -1.4% 3,641 $428K
Valued Retirements, Inc. 0.38% No change 3,611 $425K
Park National Corp. 0.01% Reduce -2.8% 3,578 $421K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -45.8% 3,563 $419K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -19.7% 3,558 $419K
Autumn Glory Partners, LLC 0.12% Add +51.4% 3,545 $417K
Aspiriant, LLC 0.01% Add +18.0% 3,541 $417K
Hudson Bay Capital Management LP 0.00% New 3,530 $415K
First Horizon Corp. 0.02% Add +34.3% 3,526 $415K
Boston Family Office LLC 0.03% Reduce -3.4% 3,516 $414K
SeaCrest Wealth Management, LLC 0.05% Reduce -54.6% 3,511 $413K
SBI Securities Co., Ltd. 0.01% Add +13.3% 3,511 $413K
Select Asset Management & Trust 0.12% No change 3,511 $413K
Godsey & Gibb, Inc. 0.03% Reduce -9.9% 3,494 $411K
XTX Topco Ltd 0.01% Reduce -85.7% 3,485 $410K
Castle Rock Wealth Management, LLC 0.08% Reduce -1.8% 3,417 $409K
Doliver Advisors, LP 0.09% Reduce -4.1% 3,470 $408K
Bernardo Wealth Planning LLC 0.07% Add +4.2% 3,466 $408K
Townsend Asset Management Corp. /NC/ 0.13% Add +0.1% 3,458 $407K
NorthStar Asset Management LLC 0.09% Reduce -1.9% 3,447 $406K
Flagship Wealth Advisors, LLC 0.09% Add +126.4% 3,446 $405K
Stonebridge Capital Advisors LLC 0.03% Add +5.7% 3,434 $404K
George Kaiser Family Foundation 0.04% Add +16.8% 3,433 $404K
Prescott Group Capital Management, L.L.C. 0.03% Add +16.8% 3,433 $404K
Hilton Head Capital Partners, LLC 0.20% Reduce -2.8% 3,431 $404K
Tandem Investment Advisors, Inc. 0.03% Reduce -2.5% 3,422 $403K
Donaldson Capital Management, LLC 0.01% New 3,420 $402K
Carl P. Sherr & Co., LLC 0.17% Add +51.0% 3,415 $402K
Walser Wealth Management Company, A Ltd Liability Co 0.17% Add +26.7% 3,409 $401K
WNY Asset Management, LLC 0.04% Reduce -7.6% 3,406 $401K
Marino, Stram & Associates LLC 0.06% Add +0.2% 3,398 $400K
Keel Point, LLC 0.02% Add +30.1% 3,396 $400K
Smart Money Group LLC 0.10% Reduce -2.1% 3,391 $399K
Venturi Wealth Management, LLC 0.02% Add +6.5% 3,378 $397K
Worth Financial Advisory Group, LLC 0.17% Add +1944.2% 3,373 $397K
Presidio Capital Management, LLC 0.10% Add +5.0% 3,368 $396K
Verus Capital Partners, LLC 0.02% Reduce -4.4% 3,354 $395K
LeClair Wealth Partners LLC 0.20% New 3,353 $395K
PCM Encore, LLC 0.07% Reduce -2.7% 3,351 $394K
Legacy Edge Advisors, LLC 0.04% Reduce -1.3% 3,348 $394K
Kestra Investment Management, LLC 0.01% Add +48.5% 3,343 $393K
WBH Advisory Inc. 0.03% Add +0.2% 3,340 $393K
Armstrong Advisory Group, Inc. 0.02% Add +0.2% 3,317 $390K
Clark Capital Management Group, Inc. 0.00% Reduce -11.7% 3,307 $389K
Ameriflex Group, Inc. 0.16% Reduce -5.7% 3,304 $389K
T3 Companies, LLC 0.45% New 3,300 $388K
Claro Advisors Inc. 0.04% Add +4.6% 3,299 $388K
Ponta Wealth Partners, LLC 0.21% Reduce -9.2% 3,290 $387K
Lantz Financial LLC 0.07% Reduce -0.7% 3,290 $387K
Gryphon Financial Partners LLC 0.03% Add +0.7% 3,282 $386K
LOM Asset Management Ltd 0.10% Reduce -32.5% 3,279 $386K
Stratos Investment Management, LLC 0.01% Reduce -2.7% 3,260 $384K
Equitable Trust Co. 0.02% Add +0.4% 3,259 $383K
TCI Wealth Advisors, Inc. 0.02% Reduce -25.0% 3,258 $383K
IVC Wealth Advisors LLC 0.15% Add +1.2% 3,243 $382K
Fortis Advisors, LLC 0.18% New 3,234 $381K
New Republic Capital, LLC 0.09% New 3,232 $380K
CoreCap Advisors, LLC 0.01% Add +1.8% 3,219 $379K
Circle Wealth Management, LLC 0.00% Add +0.9% 3,211 $378K
Atwood & Palmer Inc. 0.02% Add +0.9% 3,209 $378K
SOA Wealth Advisors, LLC. 0.06% Add +7.7% 3,207 $377K
Wealth Alliance Advisory Group, LLC 0.05% Add +0.1% 3,196 $376K
Los Angeles Capital Management LLC 0.00% Reduce -85.1% 3,194 $376K
CM Wealth Advisors LLC 0.07% Reduce -9.2% 3,191 $375K
Nadler Financial Group, Inc. 0.03% Reduce -1.1% 3,189 $375K
Capital Advisors, Ltd. LLC 0.04% Add +16.3% 3,191 $375K
Banco Santander, S.A. 0.00% Reduce -91.6% 3,185 $375K
Avantax Planning Partners, Inc. 0.01% Add +0.7% 3,181 $374K
TMB Capital Partners, LLC 0.12% Add +0.5% 3,179 $374K
Fiduciary Financial Advisors 0.04% New 3,167 $372K
Port Capital LLC 0.02% Add +22.7% 3,161 $372K
Cohen Capital Management, Inc. 0.05% Add +4.7% 3,137 $369K
Confluence Wealth Services, Inc. 0.01% Add +32.2% 3,136 $369K
Eagle Wealth Strategies LLC 0.14% Add +1.4% 3,133 $369K
PFG Private Wealth Management, LLC 0.16% Add +11.7% 3,125 $368K
Marin Bay Wealth Advisors, LLC 0.20% Add +2.5% 3,114 $366K
Federated Hermes, Inc. 0.00% Reduce -1.1% 3,105 $365K
Signet Investment Advisory Group, Inc. 0.16% No change 3,100 $365K
Burns J W & Co. Inc. 0.04% Reduce -0.8% 3,100 $365K
BCU Wealth Advisors, LLC 0.12% Reduce -3.3% 3,095 $364K
Ostrum Asset Management 0.02% Add +31.9% 3,077 $362K
Crawford Investment Counsel Inc. 0.01% No change 3,075 $362K
Enterprise Financial Services Corp 0.15% Add +14.8% 3,070 $361K
Towerpoint Wealth, LLC 0.13% New 3,062 $360K
Foster Victor Wealth Advisors, LLC 0.02% Add +1.1% 2,890 $360K
McAdam, LLC 0.01% Add +15.2% 3,055 $359K
Johnson Financial Group, LLC 0.02% Add +2.9% 3,051 $359K
Spinnaker Investment Group, LLC 0.06% Reduce -1.3% 3,048 $359K
Great Lakes Advisors, LLC 0.00% Reduce -1.7% 3,043 $358K
Schrum Private Wealth Management LLC 0.37% Reduce -10.1% 2,946 $358K
Hofer & Associates. Inc 0.17% No change 3,040 $358K
Ingalls & Snyder LLC 0.01% No change 3,031 $357K
Flputnam Investment Management Co. 0.00% Reduce -11.4% 3,025 $356K
Manske Wealth Management 0.09% Add +0.0% 3,024 $356K
Wealth Advisory Solutions, LLC 0.07% Add +60.8% 3,020 $355K
Alta Advisers Ltd 0.08% No change 3,006 $354K
Mindset Wealth Management, LLC 0.07% Reduce -6.3% 3,000 $353K
Zuckerman Investment Group, LLC 0.03% Add +1.4% 2,997 $353K
IRON Financial LLC 0.15% Add +0.4% 2,993 $352K
Emerald Advisors, LLC 0.04% New 2,987 $351K
Strategic Advisors LLC 0.08% Reduce -0.7% 2,984 $351K
Franklin Street Advisors Inc. 0.02% Reduce -15.0% 2,980 $351K
Vertex Planning Partners, LLC 0.05% Add +0.7% 2,976 $350K
Inscription Capital, LLC 0.03% Reduce -0.7% 2,975 $350K
Cary Street Partners Investment Advisory LLC 0.07% Add +6.6% 2,969 $349K
Relyea Zuckerberg Hanson LLC 0.03% Add +0.5% 2,967 $349K
TRB Wealth Management, LLC 0.05% Reduce -59.8% 2,964 $349K
Rossby Financial, LCC 0.06% Add +46.7% 2,964 $349K
Defiance ETFs, LLC 0.00% Add +19.8% 2,910 $348K
Global Assets Advisory, LLC 0.08% Add +1.8% 2,894 $346K
V-Square Quantitative Management LLC 0.03% Add +13.5% 2,937 $346K
Purkiss Capital Advisors LLC 0.13% No change 2,930 $345K
Conning Inc. 0.01% Add +0.8% 2,923 $344K
Innova Wealth Partners 0.14% New 2,922 $344K
Brogan Financial, Inc. 0.14% Add +0.8% 2,922 $344K
Montag A & Associates Inc. 0.01% Reduce -5.2% 2,921 $344K
Grove Bank & Trust 0.03% Add +16.4% 2,916 $343K
Investmark Advisory Group LLC 0.13% Add +16.5% 2,914 $343K
Quadrant Capital Group LLC 0.01% Reduce -50.9% 2,905 $342K
CCG Wealth Management, LLC 0.08% Reduce -4.6% 2,902 $341K
Sterneck Capital Management, LLC 0.15% No change 2,900 $341K
B&D White Capital Company, LLC 0.03% Reduce -52.5% 2,900 $341K
CastleKnight Management LP 0.01% Reduce -65.1% 2,900 $341K
PDS Planning, Inc 0.02% New 2,897 $341K
Pennington Partners & Co., LLC 0.11% Add +6.2% 2,889 $340K
VAUGHAN & Co SECURITIES, INC. 0.16% Reduce -3.8% 2,888 $340K
Pitcairn Wealth Advisors LLC 0.04% Add +0.2% 2,886 $340K
Carmel Capital Partners, LLC 0.11% Reduce -12.2% 2,886 $340K
GSG Advisors LLC 0.07% Reduce -1.1% 2,878 $339K
All Terrain Financial Advisors, LLC 0.07% No change 2,869 $338K
Certuity, LLC 0.02% Reduce -11.5% 2,868 $337K
Argent Capital Management LLC 0.01% Reduce -31.3% 2,866 $337K
Integrity Alliance, Llc. 0.01% Add +0.2% 2,861 $337K
Eagle Global Advisors LLC 0.01% No change 2,860 $337K
Catalyst Financial Partners LLC 0.03% Add +38.8% 2,850 $335K
McCarter Private Wealth Services LLC 0.12% Reduce -1.7% 2,847 $335K
Roof Eidam Maycock Peralta, LLC 0.07% No change 2,847 $335K
Maltin Wealth Management, Inc. 0.11% Add +3.1% 2,842 $334K
Gilliland Jeter Wealth Management LLC 0.09% Reduce -39.9% 2,836 $334K
Armistice Capital, LLC 0.01% New 2,826 $333K
LWM Advisory Services, LLC 0.59% Reduce -11.1% 2,816 $331K
Fairfield, Bush & Co. 0.16% Add +26.9% 2,810 $331K
Marble Harbor Investment Counsel, LLC 0.03% No change 2,800 $329K
Financial Engines Advisors L.L.C. 0.00% Reduce -5.7% 2,800 $329K
JFS Wealth Advisors, LLC 0.02% Reduce -34.3% 2,782 $327K
MASTERINVEST Kapitalanlage GmbH 0.03% No change 2,781 $327K
Affinity Capital Advisors, LLC 0.04% Add +1.9% 2,649 $327K
One Capital Management, LLC 0.01% No change 2,842 $327K
Redhawk Wealth Advisors, Inc. 0.03% Add +6.9% 2,758 $325K
Portside Wealth Group, LLC 0.04% Add +57.4% 2,752 $324K
JRM Investment Counsel, LLC 0.08% Reduce -1.6% 2,741 $323K
Colonial River Investments, LLC 0.09% Reduce -22.5% 2,737 $322K
SIH Partners, LLLP 0.01% Reduce -94.7% 2,736 $322K
Romano Brothers and Company 0.03% Add +0.5% 2,731 $321K
Essex Bank 0.07% Reduce -24.0% 2,729 $321K
Petros Family Wealth, LLC 0.20% Reduce -20.6% 2,725 $321K
Meadowbrook Advisors Group, LLC 0.17% New 2,711 $319K
Secure Asset Management, LLC 0.04% No change 2,704 $318K
Lazard Freres Gestion S.A.S. 0.01% No change 2,702 $317K
Silverlake Wealth Management LLC 0.06% Add +0.7% 2,694 $317K
Bridges Investment Management Inc. 0.00% New 2,692 $317K
Cidel Asset Management Inc. 0.02% Add +13.2% 2,689 $316K
Blue Trust, Inc. 0.00% Add +28.5% 2,688 $316K
Advisory Alpha, LLC 0.01% Reduce -16.6% 2,687 $316K
Astoria Portfolio Advisors LLC. 0.05% Add +0.9% 2,683 $316K
James J. Burns & Company, LLC 0.03% Add +0.1% 2,680 $315K
Cove Private Wealth, LLC 0.06% Reduce -2.8% 2,680 $315K
HCR Wealth Advisors 0.03% Reduce -29.4% 2,679 $315K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 2,668 $314K
First Growth Capital LLC 0.24% No change 2,667 $314K
BLB&B Advisors, LLC 0.01% Add +4.0% 2,657 $313K
Beaumont Financial Advisors, LLC 0.02% Add +15.7% 2,657 $313K
Operose Advisors LLC 0.06% Reduce -21.4% 2,650 $312K
Balance Wealth Partners LLC 0.08% Add +39.6% 2,645 $311K
One Wealth Capital Management, LLC 0.09% New 2,637 $310K
Banco BTG Pactual S.A. 0.04% Add +2.0% 2,636 $310K
E Fund Management Co., Ltd. 0.01% Reduce -4.4% 2,634 $310K
Aspen Investment Management Inc 0.08% Add +1.3% 2,624 $309K
Perpetual Ltd 0.00% Add +0.5% 2,624 $309K
Bingham Private Wealth, LLC 0.21% Add +8.5% 2,622 $308K
Formidable Asset Management, LLC 0.05% Reduce -3.4% 2,670 $307K
Keebeck Wealth Management 0.03% New 2,607 $307K
Aaron Wealth Advisors LLC 0.02% Reduce -23.7% 2,603 $306K
Marex Group Ltd 0.00% Reduce -11.2% 2,603 $306K
Syon Capital LLC 0.01% Reduce -13.5% 2,601 $306K
Berman McAleer LLC 0.04% Add +0.7% 2,595 $305K
Versant Capital Management, Inc 0.03% Reduce -7.8% 2,595 $305K
SlateStone Wealth, LLC 0.02% Reduce -29.8% 2,588 $305K
Washington Trust Advisors, Inc. 0.02% Add +59.8% 2,591 $305K
Lionshead Wealth Management, LLC 0.20% Add +5.3% 2,585 $304K
Commerce Advisors, LLC 0.17% Add +0.8% 2,583 $304K
Westshore Wealth, LLC 0.09% Add +1.7% 2,579 $303K
Westwood Wealth Management 0.09% Reduce -28.0% 2,575 $303K
Veracity Capital LLC 0.08% Add +0.3% 2,566 $302K
Verum Partners LLC 0.05% Add +1.1% 2,550 $300K
Pines Wealth Management, LLC 0.09% Add +18.0% 2,547 $300K
Morton Capital Management LLC 0.04% No change 2,545 $299K
Resonant Capital Advisors, LLC 0.01% Add +3.8% 2,542 $299K
Aft, Forsyth & Sober, LLC 0.09% No change 2,600 $299K
J. Safra Sarasin Holding AG 0.00% New 2,538 $299K
Sigma Investment Counselors Inc. 0.01% Reduce -22.4% 2,530 $298K
Mosaic Family Wealth Partners, LLC 0.02% New 2,529 $298K
Capital Investment Advisory Services, LLC 0.02% New 2,528 $297K
Forty-three Eighteen Advisors, LLC 0.20% New 2,525 $297K
W Advisors, LLC 0.13% Add +25.9% 2,516 $296K
First Business Financial Services, Inc. 0.02% Reduce -13.8% 2,514 $296K
Poehling Capital Management, INC. 0.06% No change 2,509 $295K
GAM Holding AG 0.02% Reduce -29.9% 2,502 $294K
Summit Wealth Group LLC / Co. 0.02% Reduce -11.2% 2,501 $294K
Karras Company, Inc. 0.26% Add +10.3% 2,480 $292K
S-Bank Fund Management Ltd 0.04% New 2,471 $291K
South Shore Capital Advisors 0.19% Reduce -5.8% 2,467 $290K
Trust Point Inc. 0.02% Reduce -8.4% 2,463 $290K
Oak Barrel Wealth Advisory LLC 0.13% — 2,458 $289K
Compass Capital Management, Inc. 0.02% New 2,458 $289K
Everett Harris & Co. 0.00% No change 2,458 $289K
Ehrenkranz Partners L.P. 0.17% Reduce -29.4% 2,454 $289K
Hancock Whitney Corp. 0.00% Add +27.3% 2,451 $288K
Flatrock Wealth Partners LLC 0.11% Reduce -5.1% 2,449 $288K
RB Capital Management, LLC 0.06% Reduce -22.6% 2,445 $288K
Almanack Investment Partners, LLC. 0.04% New 2,442 $287K
MJP Associates Inc. 0.03% Add +17.3% 2,432 $286K
One Day In July LLC 0.02% New 2,425 $285K
Reik & Co., LLC 0.07% No change 2,425 $285K
Goelzer Investment Management, Inc. 0.01% New 2,413 $284K
Penobscot Investment Management Company, Inc. 0.02% Reduce -1.6% 2,400 $282K
First Merchants Corp. 0.01% No change 2,400 $282K
Hardin Capital Partners, LLC 0.13% No change 2,400 $282K
Citrine Capital LLC 0.10% Add +0.4% 2,390 $281K
Red Spruce Capital, LLC 0.10% No change 2,371 $279K
TFR Capital, LLC. 0.08% Add +2.8% 2,370 $279K
Burney Co./ 0.01% New 2,369 $279K
Capital Square, LLC 0.12% Reduce -34.5% 2,260 $278K
Breakwater Capital Group 0.03% Add +3.3% 2,353 $277K
Van Hulzen Asset Management, LLC 0.02% New 2,350 $277K
Horizon Bancorp Inc. 0.13% Reduce -3.0% 2,347 $276K
Quadcap Wealth Management, LLC 0.03% New 2,340 $275K
Vista Capital Partners, Inc. 0.02% Add +1.6% 2,336 $275K
Vanguard Capital Wealth Advisors 0.19% No change 2,333 $275K
Trek Financial, LLC 0.01% New 2,327 $274K
Richard C. Young & CO., LTD. 0.02% Reduce -18.0% 2,326 $274K
Pacific Point Advisors, LLC 0.12% Reduce -0.4% 2,325 $274K
Promethium Advisors,llc 0.13% No change 2,320 $273K
Trillium Asset Management, LLC 0.01% No change 2,316 $273K
Tactive Advisors, LLC 0.07% Reduce -14.1% 2,307 $271K
Headinvest, LLC 0.05% No change 2,302 $271K
Kahn Brothers Group Inc. 0.04% No change 2,300 $271K
LaSalle St. Investment Advisors, LLC 0.03% Add +0.4% 2,297 $270K
Sunbeam Capital Management, LLC 0.12% Add +0.9% 2,294 $270K
Townsquare Capital LLC 0.05% Add +4.5% 2,290 $269K
Whetstone Capital Advisors, LLC 0.07% No change 2,284 $269K
BNP Paribas 0.01% Reduce -88.7% 2,281 $268K
Harbour Capital Advisors, LLC 0.05% No change 2,179 $268K
NFSG Corp 0.03% Reduce -10.5% 2,274 $268K
Advus Financial Partners, LLC 0.06% Reduce -2.2% 2,266 $267K
Aire Advisors, LLC 0.04% Add +0.9% 2,265 $267K
Avalon Trust Co 0.02% Reduce -24.5% 2,264 $266K
Legacy Private Trust Co. 0.01% Reduce -0.8% 2,260 $266K
Secured Retirement Advisors, LLC 0.14% New 2,259 $266K
Drive Wealth Management, LLC 0.05% Add +3.2% 2,259 $266K
Chris Bulman Inc 0.10% New 2,257 $265K
Marco Investment Management LLC 0.02% No change 2,256 $265K
Nilsine Partners, LLC 0.02% Add +5.6% 2,255 $265K
Cura Wealth Advisors, LLC 0.11% Add +4.0% 2,252 $265K
Wiregrass Investment Management LLC 0.18% New 2,249 $265K
Thompson Investment Management, Inc. 0.03% No change 2,244 $264K
Riversedge Advisors, LLC 0.04% Add +17.7% 2,240 $264K
Everhart Financial Group, Inc. 0.02% Reduce -10.8% 2,238 $263K
Cardinal Point Capital Management ULC 0.01% Add +1.1% 2,231 $263K
Kennedy Investment Group, Inc. 0.09% Add +3.2% 2,226 $262K
Quilter Plc 0.00% No change 2,224 $262K
ING Groep NV 0.00% Reduce -93.5% 2,224 $262K
Empower Advisory Group, LLC 0.00% Add +4.7% 2,220 $261K
Evermay Wealth Management LLC 0.03% No change 2,210 $260K
BOS Asset Management, LLC 0.06% Add +0.1% 2,206 $260K
Hoxton Planning & Management, LLC 0.07% Add +13.0% 2,205 $259K
Retirement Planning Group, LLC 0.01% Add +3.5% 2,195 $258K
Associated Banc-Corp 0.01% Reduce -2.0% 2,195 $258K
Brookwood Investment Group LLC 0.03% Add +7.7% 2,184 $257K
Nikulski Financial, Inc. 0.06% New 2,183 $257K
Income Insurance Ltd 0.15% No change 2,176 $256K
Silver Oak Securities, Incorporated 0.02% Add +10.8% 2,174 $256K
First Heartland Consultants, Inc. 0.02% Reduce -1.4% 2,163 $255K
NBZ Investment Advisors LLC 0.10% No change 2,160 $254K
Range Advisory, LLC 0.03% New 2,156 $254K
Meridian Wealth Management, LLC 0.01% Reduce -4.2% 2,152 $253K
Voya Financial Advisors, Inc. 0.02% Reduce -13.3% 2,197 $252K
JSF Financial, LLC 0.04% New 2,135 $251K
Cora Capital Advisors LLC 0.07% No change 2,127 $250K
Prota Financial, LLC 0.16% Reduce -3.4% 2,092 $250K
Selective Wealth Management, Inc. 0.07% Add +11.8% 1,963 $249K
W.H. Cornerstone Investments Inc. 0.14% New 2,110 $248K
Hutchinson Capital Management 0.04% No change 2,107 $248K
Ballast, Inc. 0.05% No change 2,106 $248K
Outlook Wealth Advisors, LLC 0.05% No change 2,105 $248K
Wesbanco Bank Inc. 0.01% Reduce -4.5% 2,103 $247K
Roman Butler Fullerton & Co. 0.06% Reduce -12.8% 2,025 $247K
Bank Pictet & Cie (Europe) AG 0.00% No change 2,100 $247K
Waddell & Associates, LLC 0.01% Reduce -16.9% 2,098 $247K
Aletheian Wealth Advisors LLC 0.11% Add +5.0% 2,098 $247K
Opal Wealth Advisors, LLC 0.05% Add +30.9% 2,098 $247K
Harold Davidson & Associates Inc. 0.11% No change 2,097 $247K
Langley Wealth Management, LLC 0.24% — 2,091 $246K
Westpac Banking Corp. 0.02% No change 2,088 $246K
Berger Financial Group, Inc 0.01% Reduce -1.8% 2,086 $245K
Banque Transatlantique SA 0.01% No change 2,080 $245K
Balboa Wealth Partners 0.03% Reduce -0.7% 2,077 $244K
McKinley Carter Wealth Services, Inc. 0.01% Add +3.0% 2,073 $244K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.01% Add +6.3% 2,069 $243K
Johnson Financial Group, Inc. 0.01% Reduce -3.1% 2,067 $243K
Manchester Capital Management LLC 0.03% Add +3.3% 2,065 $243K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +1.5% 2,063 $243K
Code Waechter LLC 0.13% No change 2,060 $242K
DV Trading LLC 0.02% Add +2.4% 2,054 $242K
Farmers & Merchants Investments Inc. 0.01% Reduce -12.0% 2,053 $242K
Hall Capital Management Co. Inc. 0.08% Reduce -82.6% 2,050 $241K
Central Bank & Trust Co. 0.03% Reduce -8.3% 2,045 $241K
Everstar Asset Management, LLC 0.12% New 2,042 $240K
Evansbrook LLC 0.14% Reduce -24.4% 2,036 $240K
Walled Lake Planning & Wealth Management, LLC 0.06% Add +0.7% 2,031 $239K
Corient IA LP 0.22% No change 2,030 $239K
Intesa Sanpaolo Wealth Management 0.05% No change 2,030 $239K
CYBER HORNET ETFs LLC 0.14% Reduce -0.4% 2,024 $238K
Obermeyer Wealth Partners 0.01% Reduce -34.5% 2,017 $237K
Talisman Wealth Advisors LLC 0.18% New 4,526 $237K
Signature Wealth Management Partners, LLC 0.11% New 2,007 $236K
Kapstone Financial Advisors LLC 0.10% Reduce -3.8% 2,003 $236K
Cypress Wealth Services, LLC 0.03% Reduce -2.8% 2,000 $235K
Camelot Portfolios, LLC 0.17% No change 2,000 $235K
LFA - Lugano Financial Advisors SA 0.14% No change 2,000 $235K
PACK Private Wealth, LLC 0.10% No change 2,000 $235K
Searle & Co. 0.05% No change 2,000 $235K
Alaska Wealth Advisors, LLC 0.03% No change 2,000 $235K
Baader Bank Aktiengesellschaft 0.02% Reduce -3.9% 2,000 $235K
Kellett Wealth Advisors, LLC 0.11% New 2,000 $235K
SS&H Financial Advisors, Inc. 0.06% — 2,000 $235K
Philadelphia Trust Co. 0.02% No change 2,000 $235K
SC&H Financial Advisors, Inc. 0.03% No change 1,996 $235K
Western Reserve Capital Management, LLC 0.17% No change 1,985 $234K
Faithward Advisors, LLC 0.03% New 1,980 $233K
Portland Global Advisors LLC 0.02% New 1,975 $232K
Coquina Private Wealth LLC 0.16% Reduce -0.5% 1,974 $232K
IPG Investment Advisors LLC 0.03% New 1,973 $232K
Alpha Family Trust 0.09% No change 1,965 $231K
Drucker Wealth 3.0, LLC 0.04% Add +5.3% 1,965 $231K
Headland Capital, LLC 0.06% Reduce -1.6% 1,961 $231K
PFG Advisors 0.01% Reduce -2.7% 1,960 $231K
Patten & Patten Inc. 0.01% No change 1,955 $230K
JTC Employer Solutions Trustee Ltd 0.02% No change 1,960 $230K
Howard Financial Services, LTD. 0.02% Reduce -2.1% 1,948 $229K
Alchemi Wealth, LLC 0.11% Reduce -43.1% 1,944 $229K
First Interstate Bank 0.01% Reduce -94.3% 1,941 $228K
Gagnon Securities LLC 0.04% No change 1,940 $228K
Greenspring Advisors, LLC 0.01% New 1,939 $228K
Biltmore Family Office, LLC 0.03% Add +0.9% 1,935 $228K
CDKV Holdings LLC 0.18% No change 1,935 $228K
Highview Capital Management LLC 0.07% New 1,931 $227K
Serenity Investment Advisors 0.10% New 1,600 $226K
Perennial Advisors, LLC 0.04% Reduce -21.0% 1,917 $226K
Planning Alternatives Ltd. 0.02% New 1,906 $224K
Rise Advisors, LLC 0.06% Reduce -1.8% 1,902 $224K
Clark Asset Management, LLC 0.02% Reduce -13.4% 1,901 $224K
City State Bank 0.05% Add +18.8% 1,900 $224K
Shufro Rose & Co. LLC 0.01% No change 1,900 $224K
Kanawha Capital Management LLC 0.01% Add +0.5% 1,899 $223K
Advisory Solutions Group, LLC 0.08% — 1,894 $223K
Hopwood Financial Services, Inc. 0.13% No change 1,890 $222K
Beckerman Institutional, LLC 0.11% Add +0.2% 1,885 $222K
Ewa, LLC 0.04% New 1,883 $222K
Bison Wealth, LLC 0.02% Reduce -30.4% 1,774 $219K
D'Orazio & Associates, Inc. 0.03% New 1,860 $219K
Invst, LLC 0.02% Reduce -31.4% 1,858 $219K
GHP Investment Advisors, Inc. 0.01% Reduce -2.2% 1,846 $217K
BAM Wealth Management, LLC 0.14% New 1,844 $217K
Trust Co. of Vermont 0.01% — 1,843 $217K
FreeGulliver LLC 0.08% Add +3.0% 1,838 $216K
Pegasus Asset Management, Inc. 0.06% Reduce -4.3% 1,823 $215K
Sovran Advisors, LLC 0.02% New 1,602 $215K
1900 Wealth Management LLC 0.01% New 1,821 $214K
Banque Pictet & Cie SA 0.00% Reduce -29.3% 1,820 $214K
JNBA Financial Advisors 0.02% No change 1,813 $213K
Advocate Investing Services LLC 0.16% No change 1,812 $213K
Perissos Private Wealth Management, LLC 0.14% Add +0.9% 1,810 $213K
Dymon Asia Capital (singapore) Pte. LTD. 0.03% New 1,808 $213K
Y.D. More Investments Ltd 0.01% Add +18.1% 2,278 $211K
Lincoln Capital Corp. 0.07% Reduce -4.7% 1,790 $211K
Reliant Investment Partners, LLC 0.14% Reduce -19.7% 1,781 $210K
Canvas Wealth Advisors, LLC 0.03% Reduce -2.3% 1,780 $209K
Tower Bridge Advisors 0.02% Reduce -31.8% 1,779 $209K
Calton & Associates, Inc. 0.03% Reduce -24.3% 1,779 $209K
Wolff Financial Management LLC 0.04% No change 1,775 $209K
Ramirez Asset Management, Inc. 0.02% No change 1,766 $208K
SmartHarvest Portfolios, LLC 0.07% New 1,755 $207K
Farmers National Bank 0.04% No change 1,751 $206K
Hayek Kallen Investment Management 0.06% No change 1,750 $206K
Delta Financial Advisors LLC 0.05% No change 1,748 $206K
Grey Ledge Advisors, LLC 0.04% Add +0.3% 1,745 $205K
Midway Capital Research & Management 0.16% No change 1,733 $204K
TPG Advisors LLC 0.11% New 1,732 $204K
NLB Skladi, upravljanje premozenja, d.o.o. 0.01% Reduce -1.0% 1,731 $204K
X-Square Capital, LLC 0.05% New 1,722 $203K
Am Investment Strategies LLC 0.04% Reduce -22.3% 1,729 $203K
Rinkey Investments 0.05% New 1,725 $203K
Performance Wealth Partners, LLC 0.01% Reduce -55.5% 1,723 $203K
Advance Capital Management, Inc. 0.01% New 1,722 $203K
GTS Securities LLC 0.00% Reduce -77.4% 1,721 $203K
Madison Asset Management, LLC 0.00% New 1,721 $203K
Moment Partners, LLC 0.04% New 1,710 $201K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.04% New 1,706 $201K
Twin Peaks Wealth Advisors, LLC 0.05% Add +12.9% 1,705 $201K
Canandaigua National Bank & Trust Co. 0.02% — 1,703 $200K
TCFG Investment Advisors, LLC 0.07% New 1,702 $200K
Sky Investment Group LLC 0.03% New 1,702 $200K
iSAM Funds (UK) Ltd 0.14% New 1,700 $200K
Keating Financial Advisory Services, Inc. 0.03% Add +5.7% 1,690 $199K
Community Financial Services Group, LLC 0.03% Add +1.8% 1,662 $199K
Indiana Trust & Investment Management Co 0.05% No change 1,668 $196K
Atlas Capital Advisors Inc. 0.02% Reduce -55.1% 1,631 $192K
CVA Family Office, LLC 0.02% Add +33.3% 1,629 $192K
Caxton Corp. 10.16% New 1,597 $188K
Quent Capital, LLC 0.01% Add +3.6% 1,596 $188K
Swiss Re Ltd. 0.02% Add +1093.0% 1,539 $181K
Acropolis Investment Management, LLC 0.01% Add +0.5% 1,537 $181K
Ankerstar Wealth, LLC 0.15% Reduce -20.8% 1,507 $177K
ESL Trust Services, LLC 0.03% No change 1,500 $177K
Cromwell Holdings LLC 0.08% Add +14.4% 1,473 $173K
Pinnacle Bancorp, Inc. 0.04% No change 1,435 $169K
Chilton Capital Management LLC 0.01% Add +48.8% 1,417 $167K
Battery Global Advisors, LLC 0.08% Add +0.1% 1,408 $166K
Global Trust Asset Management, LLC 0.05% No change 1,385 $163K
Fortress Private Ledger, LLC 0.04% Reduce -30.5% 1,377 $162K
Stelac Advisory Services LLC 0.03% Add +2.1% 1,374 $162K
Lavaca Capital LLC 0.02% Add +20.8% 1,364 $160K
Cornerstone National Bank & Trust Co 0.05% Reduce -51.0% 1,314 $157K
Dakota Community Bank & Trust NA 0.48% Add +3.8% 1,303 $153K
Southern Michigan Bank & Trust 0.05% No change 1,281 $151K
Aventura Private Wealth, LLC 0.05% Add +31.1% 1,273 $150K
Financial Consulate, Inc. 0.02% Reduce -7.4% 1,249 $147K
NBT Bank, N.A. 0.01% Add +23.2% 1,241 $146K
MCF Advisors LLC 0.01% Reduce -3.6% 1,221 $144K
Glass Jacobson Investment Advisors llc 0.04% Reduce -58.5% 1,151 $135K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +21.3% 1,140 $134K
SHP Wealth Management 0.01% Add +16.2% 1,136 $134K
Physician Wealth Advisors, Inc. 0.02% Add +5.6% 1,127 $133K
Smallwood Wealth Investment Management, LLC 0.06% Reduce -15.1% 1,106 $130K
Toews Corp. 0.02% New 1,094 $129K
Private Wealth Asset Management, LLC 0.01% Reduce -26.5% 1,090 $128K
Monetary Management Group Inc. 0.03% No change 1,075 $126K
Noble Wealth Management PBC 0.06% Add +0.8% 1,074 $126K
IFG Advisory, LLC 0.00% New 994 $117K
Bravera Wealth 0.04% No change 988 $116K
Premier Financial Group 0.02% New 970 $114K
Davis Capital Management 0.07% Add +7.4% 953 $112K
Graticule Asia Macro Advisors LLC 0.01% New 938 $110K
Bayban 0.08% No change 922 $108K
MTM Investment Management, LLC 0.03% No change 909 $107K
Main Street Group, LTD 0.03% No change 897 $106K
Fortis Group Advisors, LLC 0.02% Add +0.9% 887 $104K
Strategic Investment Advisors / MI 0.01% New 884 $104K
Security National Bank 0.01% Reduce -27.0% 873 $103K
Central Pacific Bank - Trust Division 0.01% Reduce -26.4% 862 $101K
Foster Dykema Cabot & Partners, LLC 0.01% No change 856 $101K
Private Wealth Management Group, LLC 0.02% Add +162.5% 848 $100K
Plante Moran Financial Advisors, LLC 0.00% Add +8.0% 826 $97K
Fortitude Family Office, LLC 0.02% Reduce -0.7% 802 $94K
Orion Capital Management LLC 0.03% No change 800 $94K
Anchor Bay Capital, Inc. 0.05% — 664 $94K
Bayforest Capital Ltd 0.09% Add +327.6% 791 $93K
J.Safra Asset Management Corp 0.00% Add +3.4% 784 $92K
High Note Wealth, LLC 0.02% Add +6.1% 781 $92K
Cetera Trust Company, N.A 0.04% No change 750 $88K
Chesapeake Asset Management LLC 0.07% Add +18.9% 749 $88K
Tanglewood Legacy Advisors, LLC 0.03% Add +1.0% 726 $85K
Centennial Bank 0.03% No change 725 $85K
MV Capital Management, Inc. 0.01% Add +18.4% 713 $84K
City Holding Co. 0.01% No change 712 $84K
Atlantic Private Wealth, LLC 0.05% No change 700 $82K
Wolverine Asset Management LLC 0.00% No change 700 $82K
First Bancorp, Inc 0.03% New 690 $81K
Strategic Investment Solutions, Inc. 0.02% Reduce -59.2% 688 $81K
Vima LLC 0.08% — 653 $77K
Pingora Partners LLC 0.04% No change 650 $76K
Center for Financial Planning, Inc. 0.01% No change 640 $75K
Bank of New Hampshire 0.02% No change 635 $75K
Steigerwald, Gordon & Koch Inc. 0.01% No change 633 $74K
Harbor Asset Planning, Inc. 0.06% No change 628 $74K
First Command Advisory Services, Inc. 0.00% Reduce -21.6% 626 $74K
Front Row Advisors LLC 0.02% No change 500 $74K
Evolution Wealth Management Inc. 0.04% Add +94.3% 618 $73K
Proathlete Wealth Management LLC 0.02% Add +1.0% 616 $73K
Clearstead Trust, LLC 0.01% No change 614 $72K
Silicon Valley Capital Partners 0.01% Add +1.2% 609 $72K
Cedar Mountain Advisors, LLC 0.01% New 607 $71K
Centerpoint Advisors, LLC 0.02% No change 600 $71K
Osbon Capital Management LLC 0.06% No change 600 $71K
LifeSteps Financial, Inc. 0.03% New 596 $70K
West Paces Advisors Inc. 0.01% New 595 $70K
Oakworth Capital, Inc. 0.00% No change 594 $70K
Bard Associates Inc. 0.02% Add +13.8% 592 $70K
Loomis Sayles & Co. L P 0.00% New 584 $69K
Crews Bank & Trust 0.01% No change 574 $68K
Asset Dedication, LLC 0.00% Reduce -22.7% 568 $67K
Salomon & Ludwin, LLC 0.01% Reduce -1.9% 555 $66K
Financial Perspectives, Inc 0.02% No change 560 $66K
LGT Financial Advisors LLC 0.34% No change 550 $65K
Silver Grove Financial Group, Inc. 0.03% New 546 $64K
Spectrum Wealth Advisory Group, LLC 0.02% New 543 $64K
Activest Wealth Management 0.01% Reduce -89.5% 535 $63K
Mosley Wealth Management 0.02% Reduce -88.9% 535 $63K
Independence Bank of Kentucky 0.01% No change 534 $63K
United Financial Planning Group LLC 0.03% Reduce -5.4% 530 $62K
Nemes Rush Group LLC 0.01% Add +0.2% 530 $62K
Bank & Trust Co 0.04% No change 525 $62K
Trust Co 0.01% Reduce -18.3% 521 $61K
Ascentis Wealth Management, LLC 0.01% Add +155.4% 516 $61K
Vanguard National Trust Co 0.00% No change 512 $60K
Bruce G. Allen Investments, LLC 0.04% Add +23.3% 508 $60K
Fourth Dimension Wealth, LLC 0.02% No change 500 $59K
Millstone Evans Group, LLC 0.03% No change 492 $58K
Owl Creek Wealth Partners LLC 0.02% Add +20.4% 485 $57K
PFS Partners, LLC 0.02% Add +0.4% 481 $57K
Wolff Wiese Magana LLC 0.03% Reduce -11.7% 478 $56K
GW&K Investment Management, LLC 0.00% Add +6.6% 467 $55K
Murphy & Mullick Capital Management Corp 0.03% Add +20.7% 466 $55K
SJS Investment Consulting Inc. 0.01% Reduce -35.2% 461 $54K
Navigoe, LLC 0.03% New 458 $53K
Blue Bell Private Wealth Management, LLC 0.01% Reduce -18.7% 448 $53K
Bfsg, LLC 0.00% No change 446 $52K
True Wealth Design, LLC 0.01% Add +119.2% 445 $52K
Godfrey Financial Associates, Inc. 0.04% Reduce -8.3% 445 $52K
BOK Financial Private Wealth, Inc. 0.00% Add +10.8% 443 $52K
Medallion Wealth Advisors, LLC 0.02% Reduce -86.8% 430 $51K
Aberdeen Wealth Management LLC 0.02% New 418 $49K
Rosenberg Matthew Hamilton 0.01% Reduce -8.5% 418 $49K
Tower View Wealth Management LLC 0.02% Add +0.7% 415 $49K
Measured Wealth Private Client Group, LLC 0.01% Reduce -33.9% 399 $47K
Horizon Financial Services, LLC 0.02% Add +7.7% 394 $46K
First Financial Corp. 0.02% Add +2.6% 390 $46K
Providence Capital Advisors, LLC 0.01% New 390 $46K
Oslo Pensjonsforsikring AS 0.01% No change 389 $46K
Covestor Ltd 0.03% Reduce -23.7% 380 $45K
Hazlett, Burt & Watson, Inc. 0.01% Reduce -28.6% 371 $45K
Signature Equity Partners, LLC 0.02% Add +180.9% 382 $45K
Basecamp Wealth Advisors LLC 0.01% Reduce -33.6% 378 $44K
Westfuller Advisors, LLC 0.02% Add +0.0% 358 $42K
Transamerica Financial Advisors, LLC 0.00% Add +47.5% 354 $42K
Sankala Group LLC 0.03% No change 294 $42K
Citizens National Bank Trust Department 0.01% No change 352 $41K
Wealth Enhancement Trust Services, Inc. 0.00% No change 335 $39K
Roble, Belko & Company, Inc 0.00% No change 329 $39K
Wilkerson Advisory Group LLC 0.01% Add +15.0% 322 $38K
DHJJ Financial Advisors, Ltd. 0.01% No change 322 $38K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -9.4% 319 $38K
PlanVest Financial, Inc 0.02% No change 317 $37K
Silvant Capital Management LLC 0.00% No change 315 $37K
Delta Asset Management LLC 0.00% Reduce -71.4% 305 $36K
Prosperity Bancshares Inc 0.02% Add +4.9% 301 $35K
Cheviot Value Management, LLC 0.00% No change 300 $35K
Stone House Investment Management, LLC 0.00% Add +0.7% 299 $35K
Essential Partners LLC 0.02% Reduce -37.6% 294 $35K
Richardson Financial Services Inc. 0.02% No change 290 $34K
Gold Investment Management Ltd. 0.01% Reduce -65.9% 290 $34K
Kemnay Advisory Services Inc. 0.00% Add +9.2% 286 $34K
Barrett & Company, Inc. 0.01% Reduce -5.0% 285 $34K
United Community Bank 0.01% Reduce -20.8% 282 $33K
WPG Advisers, LLC 0.02% Add +4.1% 279 $33K
Acumen Wealth Advisors, LLC 0.01% Add +108.2% 279 $33K
Rexford Capital Inc. 0.02% No change 277 $33K
Greykasell Wealth Strategies, Inc. 0.01% Reduce -84.4% 269 $32K
Vision Financial Markets LLC 0.03% Add +1.1% 264 $31K
West Branch Capital LLC 0.01% Add +26600.0% 267 $31K
Tsfg, LLC 0.00% No change 262 $31K
Beaird Harris Wealth Management, LLC 0.00% Reduce -23.6% 262 $31K
Bell Investment Advisors, Inc 0.00% Add +0.4% 257 $30K
NBH Bank 0.01% — 256 $30K
Addison Advisors LLC 0.01% Reduce -26.7% 252 $30K
JPL Wealth Management, LLC 0.01% Add +15.3% 248 $29K
Oakmont Advisory Group, LLC 0.02% New 245 $29K
Synergy Investment Management, LLC 0.01% Add +22.7% 227 $27K
Hartford Financial Management Inc. 0.01% Reduce -16.6% 232 $27K
Advantage Trust Co 0.01% No change 230 $27K
Webster Bank, N. A. 0.00% No change 225 $26K
Mountain Hill Investment Partners Corp. 0.01% No change 220 $26K
Steph & Co. 0.01% Reduce -38.4% 217 $26K
Wellington-Altus USA Inc. 0.02% New 222 $26K
Cornerstone Planning Group LLC 0.00% Add +29.4% 207 $25K
Entrust Financial LLC 0.02% Add +0.5% 213 $25K
Knott David M Jr 0.01% No change 210 $25K
RMG Wealth Management LLC 0.00% No change 165 $24K
Chung Wu Investment Group, LLC 0.02% No change 200 $24K
Comprehensive Financial Planning, Inc. 0.01% No change 200 $24K
Tiaa Trust, National Association 0.00% Reduce -97.0% 198 $23K
TFC Financial Management, Inc. 0.00% Add +1.0% 196 $23K
Kelleher Financial Advisors 0.00% Reduce -3.0% 194 $23K
Creative Financial Designs Inc. 0.00% Reduce -54.1% 191 $23K
Napier Financial, LLC 0.00% Reduce -0.5% 186 $22K
Ares Financial Consulting, LLC 0.02% No change 184 $22K
Hughes Financial Services, LLC 0.00% Add +61.4% 184 $22K
Western Pacific Wealth Management, LP 0.02% Reduce -85.2% 182 $21K
Core Alternative Capital 0.01% Reduce -50.4% 180 $21K
Bay Harbor Wealth Management, LLC 0.00% Add +19.5% 178 $21K
West Financial Advisors, LLC 0.00% No change 176 $21K
Fairman Group, LLC 0.02% Add +117.5% 174 $20K
Summit Securities Group LLC 0.00% Add +39.8% 172 $20K
Raffa Wealth Management, LLC 0.00% Add +9.6% 171 $20K
CGC Financial Services, LLC 0.00% No change 162 $19K
Highland Investment Advisors LLC 0.01% — 151 $18K
REAP Financial Group, LLC 0.00% No change 151 $18K
Meeder Asset Management Inc. 0.00% Add +18.9% 151 $18K
Tompkins Financial Corp. 0.00% Reduce -87.6% 150 $18K
Dogwood Wealth Management LLC 0.01% Add +42.3% 148 $17K
Axxion S.A. 0.00% — 146 $17K
Phillip James Consulting Co. 0.01% No change 143 $17K
S&T Bank 0.00% Add +151.8% 136 $16K
Roxbury Financial LLC 0.01% Reduce -11.3% 133 $16K
Kilter Group LLC 0.01% Reduce -9.1% 130 $15K
Security National Bank of So Dak 0.01% New 130 $15K
DiNuzzo Private Wealth, Inc. 0.00% No change 129 $15K
Highline Wealth Partners LLC 0.00% Add +12.3% 128 $15K
Ulland Investment Advisors, LLC 0.01% No change 124 $15K
Harvest Fund Management Co., Ltd 0.00% No change 124 $15K
Lloyd Advisory Services, LLC. 0.01% Add +34.0% 126 $15K
Tidemark, LLC 0.00% Add +3.4% 123 $14K
Leonteq Securities AG 0.00% Reduce -99.7% 120 $14K
Walsh & Associates, LLC 0.01% Add +445.4% 120 $14K
Concord Wealth Partners 0.00% New 119 $14K
Jackson, Grant Investment Advisers, Inc. 0.00% Add +1.7% 117 $14K
DT Investment Partners, LLC 0.00% No change 116 $14K
Nvwm, LLC 0.00% Add +242.4% 113 $13K
Valued Wealth Advisors LLC 0.00% Reduce -23.9% 108 $13K
GGM Financial LLC 0.00% Add +1.0% 105 $12K
Kingdom Financial Group LLC. 0.00% Add +10.6% 104 $12K
Avion Wealth 0.00% Add +12.1% 102 $12K
Penserra Capital Management LLC 0.00% Add +54.5% 102 $12K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 100 $12K
Stance Capital LLC 0.00% New 100 $12K
Elevation Wealth Partners, LLC 0.00% Reduce -31.5% 100 $12K
Tradewinds Capital Management, LLC 0.00% No change 100 $12K
IAG Wealth Partners, LLC 0.00% No change 100 $12K
Winch Advisory Services, LLC 0.00% Add +1.1% 96 $11K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -36.5% 94 $11K
Provenance Wealth Advisors, LLC 0.00% Add +3.3% 93 $11K
Strive Financial Group ,LLC 0.00% No change 92 $11K
Alpine Bank Wealth Management 0.00% New 90 $11K
Kentucky Trust Co 0.00% No change 87 $10K
Mascoma Wealth Management LLC 0.00% No change 87 $10K
Buck Wealth Strategies, LLC 0.00% New 87 $10K
Planning Strategies Inc. 0.01% — 85 $10K
Ogorek Anthony Joseph /NY/ 0.00% No change 90 $10K
Bollard Group LLC 0.00% Add +1.1% 88 $10K
IMG Wealth Management, Inc. 0.01% Add +140.0% 84 $10K
Purpose Unlimited Inc. 0.00% Add +333.3% 78 $9K
Prestige Wealth Management Group LLC 0.00% No change 78 $9K
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 78 $9K
Bare Financial Services, Inc 0.00% Add +116.7% 78 $9K
Hickory Point Bank & Trust 0.01% No change 75 $9K
Quantum Portfolio Management LLC 0.00% New 75 $9K
Bangor Savings Bank 0.00% No change 75 $9K
SWAN Capital LLC 0.00% Reduce -54.9% 73 $9K
Proffitt & Goodson Inc. 0.00% New 72 $8K
Pflug Koory, LLC 0.00% New 68 $8K
Cornerstone Financial Management LLC 0.01% Add +187.0% 66 $8K
Toth Financial Advisory Corp. 0.00% No change 64 $8K
Commonwealth Retirement Investments LLC 0.00% New 55 $6K
Virginia Estate & Retirement Planning Advisors Inc. 0.01% No change 54 $6K
Monetary Solutions, Ltd 0.01% No change 50 $6K
Redwood Park Advisors LLC 0.00% No change 50 $6K
HFM Investment Advisors, LLC 0.00% Add +6.4% 50 $6K
Clark Wealth Partners 0.00% Add +370.0% 47 $6K
Syntax Research, Inc. 0.00% Add +2.2% 46 $5K
TD Capital Management LLC 0.00% No change 45 $5K
Sfam, LLC 0.00% No change 44 $5K
Principia Wealth Advisory, LLC 0.00% Add +16.2% 43 $5K
American Capital Advisory, LLC 0.00% Add +12.1% 37 $4K
Abound Wealth Management 0.00% Reduce -69.8% 36 $4K
1 North Wealth Services LLC 0.00% No change 36 $4K
Peterson Wealth Services 0.00% New 32 $4K
Pacific Center for Financial Services 0.00% No change 29 $3K
Pinney & Scofield, Inc. 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
Fiduciary Advisors, Inc. 0.00% New 26 $3K
Marquette Asset Management, LLC 0.00% New 26 $3K
MPWM Advisory Solutions, LLC 0.00% Reduce -75.5% 26 $3K
WestEnd Advisors, LLC 0.00% Add +8.3% 26 $3K
Miller Global Investments, LLC 0.00% No change 25 $3K
Key Capital Management, INC 0.00% No change 23 $3K
Raleigh Capital Management Inc. 0.00% New 22 $3K
POM Investment Strategies, LLC 0.00% Add +10.5% 21 $3K
Rialto Wealth Management, LLC 0.00% Add +950.0% 21 $2K
HighMark Wealth Management LLC 0.00% No change 20 $2K
Granite FO LLC 0.00% No change 18 $2K
Quaker Wealth Management, LLC 0.00% Add +41.7% 17 $2K
Luminist Capital LLC 0.00% New 17 $2K
1015 Capital Partners, LLC 0.00% Reduce -97.3% 17 $2K
N.E.W. Advisory Services LLC 0.00% Reduce -87.0% 17 $2K
CBIZ Investment Advisory Services, LLC 0.00% No change 17 $2K
LM Advisors LLC 0.01% Add +597.0% 15,549 $2K
PayPay Securities Corp 0.04% No change 15 $2K
CrossGen Wealth, LLC 0.00% No change 15 $2K
Burk Holdings LLC 0.00% No change 15 $2K
Strengthening Families & Communities, LLC 0.00% New 12 $1K
Elequin Capital, LP 0.00% No change 12 $1K
Financial Network Wealth Advisors LLC 0.00% New 11 $1K
Sims Investment Management, LLC 0.00% New 11 $1K
Tounjian Advisory Partners, LLC 0.00% New 10 $1K
Aspect Partners, LLC 0.00% No change 10 $1K
Hoey Investments, Inc. 0.00% New 8 $942
Creative Capital Management Investments LLC 0.00% New 8 $941
Elevated Capital Advisors, LLC 0.00% No change 7 $824
Financial Management Professionals, Inc. 0.00% New 6 $706
Caitong International Asset Management Co., Ltd 0.00% New 5 $588
Seneschal Advisors, LLC 0.00% No change 4 $471
Retirement Wealth Solutions LLC 0.00% No change 4 $471
Breakwater Investment Management 0.00% New 4 $471
Trifecta Capital Advisors, LLC 0.00% New 4 $471
Dunhill Financial, LLC 0.00% No change 2 $307
McGuire Capital Advisors Inc. 0.00% No change 2 $254
ROSS\JOHNSON & Associates LLC 0.00% No change 2 $235
DecisionPoint Financial, LLC 0.00% Reduce -85.7% 1 $120
3 Factor Indexing, LLC 0.00% Reduce -50.0% 1 $118
Richard W. Paul & Associates, LLC 0.00% No change 1 $118
Evolution Advisers, Inc. 0.00% New 2 $0

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