CaterpillarCAT

13F holders, Q1 2024 (March 31)
2,712holders
12famous investors
$365.72avg. 13F price*

At the end of Q1 2024, 2,712 institutions reported holding Caterpillar Inc. (CAT) in their 13F filings. The largest holders were Vanguard Group Inc. ($17.5B), State Street Corp. ($13.7B) and BlackRock Inc. ($12.3B). 12 famous investors held it, including Bill Gates / Michael Larson (5.9% of Gates Foundation Trust's portfolio), Ken Fisher (1.4% of Fisher Asset Management's portfolio) and Tom Gayner (1.1% of Markel Group's portfolio).

Company
Caterpillar Inc.
Sector
Industrials
CUSIP
149123101
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,0005,000 Q1 2024: 2,712Q1 2024Q2 2024: 2,709Q2 2024Q3 2024: 2,835Q3 2024Q4 2024: 3,007Q4 2024Q1 2025: 2,901Q1 2025Q2 2025: 3,021Q2 2025Q3 2025: 3,149Q3 2025Q4 2025: 3,539Q4 2025Q1 2026: 3,769Q1 2026Q2 2026: 4,064Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions221$290.3M
Exits87$313.4M

Ownership 2,712 holders

Vanguard Group Inc. 0.35% Reduce -1.0% 47,866,367 $17.5B
State Street Corp. 0.61% Reduce -0.9% 37,392,747 $13.7B
BlackRock Inc. 0.29% Add +0.1% 33,534,129 $12.3B
Capital World Investors 1.71% Reduce -3.0% 28,172,698 $10.3B
State Farm Mutual Automobile Insurance Co. 5.86% No change 17,761,276 $6.5B
Geode Capital Management, LLC 0.35% Add +3.5% 10,219,712 $3.7B
Fisher Asset Management 1.43% Add +2.5% 8,341,641 $3.1B
Gates Foundation Trust 5.88% No change 7,353,614 $2.7B
Morgan Stanley 0.21% Add +0.0% 7,199,684 $2.6B
Northern Trust Corp. 0.41% Reduce -3.5% 6,418,773 $2.4B
FMR LLC 0.15% Add +7.8% 5,950,009 $2.2B
Norges Bank 0.34% Add +5.8% 5,942,737 $2.2B
Bank of America Corp. 0.17% Reduce -1.0% 4,650,332 $1.7B
Bank of New York Mellon Corp 0.25% Reduce -4.4% 3,614,141 $1.3B
Charles Schwab Investment Management Inc. 0.27% Add +0.8% 3,291,247 $1.2B
Goldman Sachs Group Inc. 0.24% Add +1.0% 3,142,765 $1.2B
Legal & General Group Plc 0.32% Reduce -0.9% 3,043,928 $1.1B
Dimensional Fund Advisors LP 0.29% Add +2.5% 2,904,482 $1.1B
Invesco Ltd. 0.21% Reduce -10.8% 2,714,943 $994.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.34% Add +8.9% 2,570,087 $941.8M
Nuveen Asset Management, LLC 0.27% Reduce -8.5% 2,490,078 $912.4M
Amundi 0.38% Reduce -23.8% 2,440,654 $873.7M
Barclays PLC 0.38% Add +62.4% 2,309,109 $846.1M
JPMorgan Chase & Co. 0.07% Add +6.9% 2,145,772 $786.3M
Capital Research Global Investors 0.17% Add +6.3% 2,020,100 $740.2M
Ameriprise Financial Inc. 0.19% Reduce -2.7% 1,910,694 $700.2M
UBS Group AG 0.22% Add +4.9% 1,847,030 $676.8M
Wells Fargo & Company 0.18% Reduce -0.5% 1,827,530 $669.7M
Royal Bank of Canada 0.16% Reduce -22.3% 1,735,979 $636.1M
Primecap Management Co. 0.47% Reduce -4.1% 1,730,972 $634.3M
Sumitomo Mitsui Trust Group, Inc. 0.39% Reduce -0.5% 1,545,258 $566.2M
Swiss National Bank 0.39% Reduce -4.4% 1,524,600 $558.7M
Deutsche Bank AG 0.24% Reduce -2.8% 1,406,554 $515.4M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.95% Reduce -15.0% 1,306,020 $478.6M
Capital Wealth Planning, LLC 5.08% Add +9.8% 1,297,882 $475.6M
HSBC Holdings PLC 0.33% Reduce -9.9% 1,249,720 $457.8M
T. Rowe Price Associates Inc. 0.05% Reduce -4.8% 1,070,860 $392.4M
Lazard Asset Management LLC 0.51% Reduce -3.8% 1,068,019 $391.4M
Nordea Investment Management AB 0.46% Add +5.1% 1,067,960 $389.9M
Credit Suisse AG/ 0.36% Reduce -9.6% 1,010,934 $370.4M
California Public Employees Retirement System 0.24% Reduce -22.9% 932,223 $341.6M
Rhumbline Advisers 0.32% Reduce -0.9% 917,006 $336.0M
National Pension Service 0.40% Reduce -0.2% 901,804 $330.4M
Bank of Montreal 0.10% Reduce -21.1% 884,539 $322.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.44% Add +12.5% 863,117 $316.3M
California State Teachers Retirement System 0.38% Add +0.4% 822,324 $301.3M
LPL Financial LLC 0.15% Reduce -1.2% 776,220 $284.4M
Citigroup Inc. 0.30% Add +6.1% 753,871 $276.2M
Principal Financial Group Inc. 0.16% Add +3.4% 752,651 $275.8M
ProShare Advisors LLC 0.73% Reduce -10.5% 747,697 $274.0M
Corient Private Wealth LP 0.47% Reduce -2.2% 727,454 $266.6M
Los Angeles Capital Management LLC 0.89% Reduce -5.8% 712,689 $261.2M
New York State Common Retirement Fund 0.33% Reduce -2.6% 688,365 $252.2M
Stifel Financial Corp. 0.27% Reduce -3.0% 642,874 $235.6M
BNP Paribas Financial Markets 0.29% Add +83.1% 632,517 $231.8M
US Bancorp \de 0.32% Reduce -3.4% 619,629 $227.1M
Bank Julius Baer & Co. Ltd, Zurich 0.86% Add +1.9% 611,898 $223.7M
Raymond James & Associates 0.15% Reduce -5.8% 604,691 $221.6M
Envestnet Asset Management Inc. 0.08% Reduce -12.2% 597,303 $218.9M
Victory Capital Management Inc. 0.21% Add +15.8% 581,782 $213.2M
Alliancebernstein L.P. 0.07% Reduce -7.2% 559,266 $204.9M
Neuberger Berman Group LLC 0.17% Add +1.0% 555,272 $203.5M
Voya Investment Management LLC 0.22% Reduce -31.9% 529,467 $194.0M
New York State Teachers Retirement System 0.40% Reduce -2.9% 524,824 $192.3M
Bank of Nova Scotia 0.39% Add +118.4% 524,320 $192.1M
Zacks Investment Management 2.04% Add +4.0% 521,038 $190.9M
Fifth Third Bancorp 0.72% Add +3.3% 502,108 $184.0M
Thrivent Financial for Lutherans 0.37% Add +23.9% 494,674 $181.3M
Capital International Investors 0.04% Add +99.9% 488,660 $179.1M
American Century Companies Inc. 0.11% Add +15.0% 477,810 $175.1M
Manufacturers Life Insurance Company, The 0.16% Reduce -10.9% 472,156 $173.0M
HighTower Advisors, LLC 0.28% Reduce -7.2% 468,514 $171.6M
Commonwealth Equity Services, LLC 0.27% Add +1.2% 442,913 $162.3M
Canada Pension Plan Investment Board 0.16% Add +306.9% 407,677 $149.4M
APG Asset Management N.V. 0.26% Add +6.3% 433,828 $147.2M
Mitsubishi UFJ Trust & Banking Corp 0.34% Add +16.3% 400,496 $146.5M
Baird Financial Group, Inc. 0.31% Reduce -8.4% 397,511 $145.7M
Prudential Financial Inc. 0.19% Reduce -8.7% 373,009 $136.7M
DekaBank Deutsche Girozentrale 0.25% Reduce -37.1% 372,828 $136.5M
Aberdeen Group plc 0.27% Add +0.9% 371,821 $136.2M
Franklin Resources Inc. 0.04% Reduce -5.4% 370,744 $135.9M
State Board of Administration of Florida Retirement System 0.32% Add +8.1% 593,608 $135.8M
Schroder Investment Management Group 0.16% Add +4.4% 368,371 $135.0M
Toronto Dominion Bank 0.21% Reduce -1.1% 357,277 $130.9M
PNC Financial Services Group, Inc. 0.09% Reduce -1.9% 356,953 $130.8M
Penserra Capital Management LLC 1.53% Reduce -17.3% 332,200 $121.7M
SG Americas Securities, LLC 0.61% Reduce -8.3% 321,800 $117.9M
Asset Management One Co., Ltd. 0.45% Reduce -1.8% 320,515 $117.4M
Great Lakes Advisors, LLC 1.00% Reduce -7.2% 320,471 $117.4M
Danske Bank A/S 0.36% — 314,613 $115.3M
Raymond James Financial Services Advisors, Inc. 0.17% Reduce -5.2% 309,113 $113.3M
Markel Group 1.11% Add +1.5% 307,600 $112.7M
First Trust Advisors LP 0.11% Reduce -24.2% 297,327 $108.9M
State of New Jersey Common Pension Fund D 0.32% No change 293,188 $107.4M
Rockefeller Capital Management L.P. 0.31% Reduce -10.1% 291,938 $107.0M
Korea Investment CORP 0.27% Reduce -33.0% 290,105 $106.3M
Chevy Chase Trust Holdings, LLC 0.35% Reduce -1.1% 288,674 $105.8M
Panagora Asset Management Inc. 0.55% Reduce -32.5% 285,700 $104.7M
Osaic Holdings, Inc. 0.23% Reduce -15.9% 284,071 $104.2M
State of Wisconsin Investment Board 0.27% Add +2.4% 280,518 $102.8M
Retirement Systems of Alabama 0.40% Reduce -0.0% 280,116 $102.6M
Nomura Asset Management Co. Ltd. 0.37% Add +2.2% 275,822 $101.1M
Natixis Advisors, LLC 0.23% Add +4.0% 268,938 $98.5M
Jennison Associates LLC 0.07% Add +26.4% 267,888 $98.2M
Jupiter Asset Management Ltd. 0.93% Add +266.9% 265,743 $97.4M
Swedbank AB 0.14% Add +9.0% 264,832 $97.0M
Storebrand Asset Management As 0.33% Add +0.3% 264,247 $96.8M
Bessemer Group Inc. 0.17% Reduce -3.9% 262,948 $96.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.19% Add +6.3% 260,271 $95.4M
TD Asset Management Inc 0.09% Reduce -1.1% 258,943 $94.9M
Janney Montgomery Scott LLC 0.28% Reduce -8.6% 258,670 $94.8M
Empower Advisory Group, LLC 0.35% Add +0.5% 253,845 $93.0M
Pictet Asset Management Holding SA 0.10% Reduce -3.3% 251,846 $92.3M
Cetera Investment Advisers 0.22% Add +225.4% 251,685 $92.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.32% Add +14.8% 248,905 $91.2M
Public Employees Retirement System of Ohio 0.35% Reduce -6.8% 245,762 $90.1M
Brandywine Global Investment Management, LLC 0.65% Reduce -1.3% 243,165 $89.1M
Truist Financial Corp. 0.13% Reduce -4.0% 238,144 $87.3M
Caisse de depot et placement du Quebec 0.21% Add +37.8% 237,250 $86.9M
Treasurer of the State of North Carolina 0.38% Add +0.7% 235,468 $86.3M
Tredje AP-fonden 0.89% Add +67.2% 235,048 $86.1M
D. E. Shaw & Co. 0.12% Reduce -37.8% 233,750 $85.7M
Susquehanna International Group, LLP 0.13% Reduce -31.9% 232,400 $85.2M
Aviva PLC 0.28% Add +20.0% 228,318 $83.7M
Allianz Asset Management GmbH 0.14% Add +13.8% 227,372 $83.3M
Renaissance Technologies 0.13% Reduce -64.2% 227,000 $83.2M
M&T Bank Corp 0.29% Reduce -13.6% 226,479 $83.0M
STRS Ohio 0.33% Reduce -7.8% 226,293 $82.9M
CANADA LIFE ASSURANCE Co 0.16% Add +6.4% 219,154 $80.3M
Cerity Partners LLC 0.21% Reduce -56.8% 219,291 $80.2M
Royal London Asset Management Ltd. 0.20% Add +0.2% 214,450 $78.6M
LSV Asset Management 0.16% Reduce -11.3% 211,300 $77.4M
Northwestern Mutual Wealth Management Co. 0.08% Reduce -2.0% 209,741 $76.9M
State of Tennessee, Department of Treasury 0.28% Add +11.7% 208,561 $76.4M
Mariner, LLC 0.16% Reduce -0.6% 207,993 $76.2M
Mn Services Vermogensbeheer B.V. 0.55% Reduce -15.8% 205,828 $75.4M
InterOcean Capital Group, LLC 1.80% Reduce -1.6% 205,215 $75.2M
Ensign Peak Advisors, Inc 0.14% Reduce -8.8% 204,407 $74.9M
Creative Planning 0.08% Add +12.7% 203,608 $74.6M
Employees Retirement System of Texas 0.81% Reduce -22.5% 203,200 $74.5M
Bollard Group LLC 2.19% Add +0.5% 197,496 $72.4M
Skandinaviska Enskilda Banken AB (publ) 0.35% Add +63.0% 196,558 $72.0M
Ofi Invest Asset Management 1.92% Reduce -10.8% 208,919 $70.9M
Cambridge Investment Research Advisors, Inc. 0.27% Add +26.7% 188,801 $69.2M
Rathbones Group PLC 0.39% Add +1.0% 185,656 $68.0M
AQR Capital Management 0.11% Reduce -40.1% 183,817 $67.2M
Cibc World Market Inc. 0.17% Reduce -13.9% 182,838 $67.0M
National Bank of Canada 0.12% Reduce -59.4% 188,874 $67.0M
NewEdge Advisors, LLC 0.57% Add +3.2% 179,639 $65.8M
Old Republic International Corp. 2.55% Reduce -32.4% 177,000 $64.9M
Handelsbanken Fonder AB 0.28% Add +7.5% 175,509 $64.3M
Resona Asset Management Co.,Ltd. 0.38% — 174,893 $64.1M
Mackenzie Financial Corp. 0.09% Reduce -3.3% 174,495 $63.9M
Intech Investment Management LLC 0.84% Add +195.0% 162,123 $59.4M
Fort Washington Investment Advisors Inc. 0.38% Reduce -14.9% 161,593 $59.2M
Teacher Retirement System of Texas 0.38% Reduce -2.7% 161,414 $59.1M
Financial Counselors Inc. 0.99% Reduce -4.4% 161,101 $59.0M
Gateway Investment Advisers LLC 0.67% Reduce -4.0% 161,006 $59.0M
Hyman Charles D 3.25% Reduce -0.2% 160,536 $58.8M
Huntington National Bank 0.63% Reduce -1.6% 158,507 $58.1M
AXA S.A. 0.17% Reduce -25.4% 177,111 $57.9M
Nisa Investment Advisors, LLC 0.36% Reduce -4.1% 153,061 $56.1M
Tocqueville Asset Management L.P. 0.91% Reduce -3.4% 152,053 $55.7M
Forsta Ap-Fonden 0.47% Add +23.5% 151,900 $55.7M
MML Investors Services, LLC 0.23% Reduce -4.3% 151,044 $55.3M
American International Group, Inc. 0.20% Reduce -1.3% 150,780 $55.3M
Calamos Advisors LLC 0.39% Reduce -2.5% 150,456 $55.1M
Kestra Advisory Services, LLC 0.37% Add +10.5% 148,860 $54.5M
Robeco Institutional Asset Management B.V. 0.12% Add +20.8% 146,389 $53.6M
Arizona State Retirement System 0.37% Add +1.8% 146,090 $53.5M
Capital International, Inc. 0.72% Add +4.5% 145,713 $53.4M
Squarepoint Ops LLC 0.22% Add +171.3% 143,858 $52.7M
Keybank National Association 0.22% Reduce -0.0% 142,228 $52.1M
Federated Hermes, Inc. 0.12% Reduce -19.4% 141,408 $51.8M
State of Michigan Retirement System 0.27% Reduce -0.1% 139,472 $51.1M
Heritage Investors Management Corp. 1.78% Reduce -4.1% 138,041 $50.6M
Cibc World Markets Corp. 0.33% Add +80.4% 136,294 $49.9M
B. Metzler seel. Sohn & Co. AG 0.55% Add +181.0% 137,479 $49.7M
Assenagon Asset Management S.A. 0.13% Add +776.3% 135,416 $49.6M
MetLife Investment Management, LLC 0.33% Reduce -3.3% 135,053 $49.5M
Commerce Bank 0.32% Reduce -1.2% 131,408 $48.2M
Meyer Handelman Co. 1.66% Reduce -2.6% 129,226 $47.4M
Manning & Napier Group, LLC 0.59% Reduce -8.5% 128,283 $47.0M
Captrust Financial Advisors 0.17% Reduce -15.2% 127,830 $46.8M
Vest Financial, LLC 1.24% Add +17.8% 127,718 $46.8M
Daiwa Securities Group Inc. 0.27% Add +4.9% 127,600 $46.8M
Capital International Sarl 1.54% Reduce -3.8% 126,540 $46.4M
Glenmede Trust Co. NA 0.23% Reduce -12.6% 123,311 $45.2M
Comerica Bank 0.19% Reduce -3.6% 120,150 $44.0M
Conning Inc. 1.48% Reduce -11.4% 118,580 $43.4M
Blair William & Co. 0.14% Reduce -4.0% 117,623 $43.1M
Russell Investments Group, Ltd. 0.07% Reduce -11.3% 117,719 $43.1M
S&co Inc. 2.99% Reduce -2.0% 115,849 $42.5M
Gabelli Funds LLC 0.32% Reduce -1.9% 114,960 $42.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.46% Reduce -1.8% 114,346 $41.9M
Sei Investments Co. 0.06% Add +14.1% 114,337 $41.9M
Alpha Cubed Investments, LLC 2.17% Add +15.3% 113,456 $41.6M
Vontobel Holding Ltd. 0.33% Reduce -0.9% 113,188 $41.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.28% Add +0.0% 111,759 $41.0M
Bradley Foster & Sargent Inc. 0.74% Reduce -3.1% 111,663 $40.9M
Railway Pension Investments Ltd 0.40% Add +0.8% 111,000 $40.7M
Capital International Ltd. 1.91% Reduce -8.1% 109,132 $40.0M
Amalgamated Bank 0.34% Reduce -13.4% 108,866 $39.9M
Jane Street Group, LLC 0.05% Reduce -90.1% 106,734 $39.1M
Cresset Asset Management, LLC 0.19% Add +1.5% 106,485 $39.0M
Allspring Global Investments Holdings, LLC 0.06% Reduce -9.4% 105,717 $38.7M
Texas Permanent School Fund Corp. 0.30% Reduce -0.1% 105,232 $38.6M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +0.4% 136,815 $38.4M
Wilbanks Smith & Thomas Asset Management LLC 1.07% Reduce -0.3% 104,102 $38.1M
Yousif Capital Management, LLC 0.42% Reduce -2.9% 102,663 $37.6M
Weiss Asset Management LP 2.21% New 101,979 $37.4M
IFM Investors Pty Ltd 0.41% Reduce -0.9% 101,597 $37.2M
Wesleyan Assurance Society 3.28% No change 101,079 $37.0M
Xponance LLC 0.39% Add +1.6% 100,820 $36.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% Reduce -6.9% 100,145 $36.7M
Minneapolis Portfolio Management Group, LLC 5.01% Reduce -7.4% 100,085 $36.7M
Paralel Advisors LLC 1.68% No change 100,000 $36.6M
Varma Mutual Pension Insurance Co 0.32% Add +152.7% 99,796 $36.6M
QRG Capital Management, Inc. 0.46% Add +9.4% 99,554 $36.5M
Mercer Global Advisors Inc. 0.10% Add +11.4% 99,508 $36.5M
Mesirow Financial Investment Management, Inc. 0.82% Add +2.9% 98,527 $36.1M
Country Trust Bank 0.93% Reduce -34.9% 98,340 $36.0M
Pinebridge Investments, L.P. 0.28% Reduce -39.1% 96,049 $35.2M
Pinnacle Associates Ltd. 0.55% Reduce -0.1% 95,865 $35.1M
Steward Partners Investment Advisory, LLC 0.39% Add +31.7% 95,358 $34.9M
Capitolis Liquid Global Markets LLC 0.56% New 95,000 $34.8M
Stephens Inc. 0.53% Add +5.1% 93,512 $34.3M
Regions Financial Corp. 0.26% Add +0.4% 92,926 $34.1M
Beacon Pointe Advisors, LLC 0.37% Add +24.4% 90,664 $33.2M
Levin Capital Strategies, L.P. 3.36% Reduce -16.4% 90,348 $33.1M
Main Street Research LLC 2.23% Add +3.9% 89,665 $32.9M
Czech National Bank 0.42% Add +0.2% 89,574 $32.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% Add +22.3% 89,412 $32.8M
Stock Yards Bank & Trust Co. 1.08% Reduce -0.3% 89,252 $32.7M
Wealth Enhancement Advisory Services, LLC 0.08% Reduce -1.1% 89,183 $32.7M
Utah Retirement Systems 0.38% Reduce -0.1% 88,465 $32.4M
Nichols & Pratt Advisers LLP 2.17% Reduce -7.8% 87,739 $32.2M
Brown Advisory Inc. 0.04% Add +2.8% 87,708 $32.1M
United Services Automobile Association 0.78% Add +0.4% 87,046 $31.9M
Guggenheim Capital LLC 0.22% Add +10.1% 83,287 $30.5M
Edgar Lomax Co. 1.86% Reduce -21.3% 82,203 $30.1M
Macquarie Group Ltd. 0.03% Reduce -9.6% 82,084 $30.1M
Peapack Gladstone Financial Corp. 0.47% Reduce -0.5% 81,245 $29.8M
Banco Santander, S.A. 0.36% Add +16.3% 81,022 $29.7M
D.A. Davidson & Co. 0.27% Add +7.5% 80,777 $29.6M
Van Eck Associates Corp. 0.04% Add +6.9% 80,278 $29.4M
Badgley Phelps Wealth Managers, LLC 0.73% Add +1.8% 80,144 $29.4M
USS Investment Management Ltd 0.24% Reduce -24.5% 79,961 $29.3M
Foundry Partners, LLC 1.56% Add +14.1% 79,842 $29.3M
AMF Tjanstepension AB 0.22% Reduce -42.9% 79,649 $29.2M
Mediolanum International Funds Ltd 0.47% — 79,613 $29.0M
Erste Asset Management GmbH 0.40% Reduce -14.8% 79,525 $29.0M
Capital Fund Management S.A. 0.35% New 78,952 $28.9M
Swiss Life Asset Management Ltd 0.40% Reduce -11.3% 78,734 $28.9M
Busey Bank 1.02% Add +0.7% 78,642 $28.8M
Millennium Management 0.03% Add +299.1% 77,796 $28.5M
CIBC Asset Management Inc 0.09% Add +1.3% 74,283 $27.2M
Pathstone Holdings, LLC 0.13% Add +7.3% 73,398 $26.9M
Public Employees Retirement Association of Colorado 0.12% Reduce -5.4% 72,697 $26.6M
NorthCrest Asset Manangement, LLC 0.90% Add +0.8% 72,369 $26.5M
Willis Investment Counsel 1.82% Reduce -23.0% 72,361 $26.5M
Vaughan David Investments LLC 0.66% Reduce -15.3% 72,100 $26.4M
Marco Investment Management LLC 2.47% Reduce -2.7% 71,613 $26.2M
Connectus Wealth, LLC 0.71% Add +2476.4% 71,187 $26.1M
Susquehanna Portfolio Strategies, LLC 0.60% No change 70,788 $25.9M
Wellington Management Group LLP 0.00% Reduce -13.9% 70,699 $25.9M
Janus Henderson Group PLC 0.01% Reduce -2.3% 70,620 $25.9M
Mutual of America Capital Management LLC 0.28% Reduce -1.8% 70,542 $25.8M
New York Life Investment Management LLC 0.25% Reduce -3.9% 69,759 $25.6M
Glenview Trust Co 0.55% Reduce -2.3% 69,642 $25.5M
Advisors Capital Management, LLC 0.46% Add +2.0% 69,319 $25.4M
Grassi Investment Management 2.28% No change 68,854 $25.2M
Ausdal Financial Partners, Inc. 2.92% Reduce -1.8% 68,652 $25.2M
Private Advisor Group, LLC 0.18% Reduce -3.6% 67,670 $24.8M
Cutler Investment Counsel LLC 3.29% Reduce -15.4% 66,899 $24.5M
Westchester Capital Management, Inc. 6.14% Reduce -1.5% 66,784 $24.5M
Fiduciary Trust Co 0.37% Add +1.7% 65,539 $24.0M
TD Waterhouse Canada Inc. 0.18% Add +7.0% 61,854 $23.7M
Baker Avenue Asset Management, LP 0.91% Reduce -1.2% 64,157 $23.5M
Factory Mutual Insurance Co. 0.27% Reduce -45.1% 64,100 $23.5M
FineMark National Bank & Trust 0.86% Reduce -13.1% 63,468 $23.3M
UMB Bank, n.a. 0.37% Reduce -5.3% 63,097 $23.1M
Delta Asset Management LLC 2.03% Reduce -0.7% 62,600 $22.9M
KBC Group NV 0.07% Reduce -37.8% 61,411 $22.5M
Nissay Asset Management Corp. /Japan 0.16% Add +1.6% 61,407 $22.5M
State of Alaska, Department of Revenue 0.26% Reduce -3.2% 61,176 $22.4M
Oppenheimer & Co. Inc. 0.37% Reduce -9.4% 61,054 $22.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.15% Add +3.8% 60,986 $22.3M
Harvest Portfolios Group Inc. 0.87% Reduce -8.8% 60,924 $22.3M
BI Asset Management Fondsmaeglerselskab A/S 0.42% Reduce -16.9% 60,874 $22.3M
Dakota Wealth Management 0.56% Add +13.6% 60,792 $22.3M
CCM Investment Advisers LLC 2.66% Reduce -9.5% 60,540 $22.2M
Associated Banc-Corp 0.70% Reduce -2.0% 60,350 $22.1M
Blackhill Capital Inc. 1.26% No change 60,000 $22.0M
United Capital Financial Advisors, LLC 0.18% Reduce -17.3% 58,117 $21.3M
MassMutual Private Wealth & Trust, FSB 0.66% Reduce -3.0% 57,859 $21.2M
PGGM Investments 0.31% Add +5.5% 57,832 $21.2M
Callahan Advisors, LLC 2.22% Reduce -10.1% 57,698 $21.1M
Tower Research Capital LLC (TRC) 0.51% Reduce -31.3% 57,346 $21.0M
Sequoia Financial Advisors, LLC 0.26% Reduce -4.3% 56,673 $20.8M
O'shaughnessy Asset Management, LLC 0.23% Reduce -40.4% 56,450 $20.7M
Richard C. Young & CO., LTD. 2.59% Reduce -1.2% 56,364 $20.7M
Congress Asset Management Co. 0.15% Reduce -2.8% 56,101 $20.6M
Wharton Business Group, LLC 0.98% Reduce -1.1% 55,693 $20.4M
Wealthfront Advisers LLC 0.07% Add +2.4% 55,378 $20.3M
KCM Investment Advisors LLC 0.75% Reduce -0.8% 55,188 $20.2M
Moran Wealth Management, LLC 0.65% Add +0.2% 54,778 $20.1M
Cwm, LLC 0.10% Add +13.2% 54,662 $20.0M
Inspire Investing, LLC 2.04% Add +9.6% 54,544 $20.0M
Gotham Asset Management 0.30% Reduce -8.9% 53,448 $19.6M
Scotia Capital Inc. 0.12% Add +22.8% 53,262 $19.5M
Allianz SE 0.61% — 52,647 $19.3M
Birmingham Capital Management Co. Inc. 7.05% Reduce -2.2% 52,265 $19.2M
Independent Advisor Alliance 0.69% Reduce -9.1% 52,006 $19.1M
LaFleur & Godfrey LLC 2.80% Reduce -9.1% 51,690 $18.9M
Whittier Trust Co. 0.27% Reduce -1.4% 51,348 $18.8M
Aptus Capital Advisors, LLC 0.40% Add +8.1% 51,216 $18.8M
Bar Harbor Wealth Management 1.24% Reduce -2.9% 50,640 $18.6M
NorthCoast Asset Management LLC 0.22% Reduce -18.0% 48,131 $17.6M
Integrated Advisors Network LLC 0.88% Add +1.1% 47,166 $17.3M
Savant Capital, LLC 0.20% Add +9.6% 47,021 $17.2M
Qube Research & Technologies Ltd 0.03% Reduce -84.5% 46,797 $17.1M
Clear Harbor Asset Management, LLC 1.51% Reduce -5.6% 46,633 $17.1M
Elo Mutual Pension Insurance Co 0.40% Add +4.4% 46,516 $17.0M
Florida Trust Wealth Management Co 0.58% Reduce -0.4% 46,373 $17.0M
Howe & Rusling Inc. 1.63% Reduce -8.4% 46,348 $17.0M
NBT Bank, N.A. 1.24% Reduce -2.4% 46,289 $17.0M
CW Advisors, LLC 0.29% Reduce -2.9% 46,033 $16.9M
Atria Investments, Inc 0.23% Add +7.8% 45,729 $16.8M
American Assets Investment Management, LLC 1.57% No change 45,000 $16.5M
Janney Capital Management LLC 1.09% Reduce -42.1% 44,854 $16.4M
Ethic Inc. 0.41% Add +2.8% 44,711 $16.4M
Vanguard Personalized Indexing Management, LLC 0.35% Add +10.2% 44,664 $16.4M
KADENSA CAPITAL Ltd 4.44% Reduce -42.1% 44,655 $16.4M
Gulf International Bank (UK) Ltd 0.41% Add +4.0% 44,044 $16.1M
Meiji Yasuda Asset Management Co Ltd. 0.69% Reduce -16.3% 44,018 $16.1M
Quilter Plc 0.38% Reduce -0.8% 43,651 $16.0M
Oregon Public Employees Retirement Fund 0.32% Add +9.4% 43,535 $16.0M
Allied Investment Advisors, LLC 3.85% Reduce -0.1% 43,511 $15.9M
Dana Investment Advisors, Inc. 0.53% Reduce -1.4% 43,426 $15.9M
Atria Wealth Solutions, Inc. 0.18% Add +11.5% 43,167 $15.8M
Crossmark Global Holdings, Inc. 0.31% Add +10.4% 43,120 $15.8M
CENTRAL TRUST Co 0.39% Reduce -1.4% 43,036 $15.8M
Culbertson A N & Co. Inc. 2.71% Reduce -0.7% 42,812 $15.7M
Atwater Malick LLC 5.51% Add +0.5% 42,679 $15.6M
ARK Investment Management 0.11% Reduce -35.3% 42,616 $15.6M
Dodge & Cox 0.01% Reduce -0.1% 42,326 $15.5M
Rafferty Asset Management, LLC 0.06% Reduce -1.1% 42,325 $15.5M
First National Trust Co 0.63% Add +31.3% 42,204 $15.5M
Teachers Retirement System of the State of Kentucky 0.14% Reduce -4.9% 42,136 $15.4M
Degroof Petercam Asset Management 0.19% Reduce -0.6% 42,050 $15.4M
Cullinan Associates Inc. 0.86% Add +14.0% 41,983 $15.4M
Salem Investment Counselors Inc. 0.50% Reduce -0.5% 41,936 $15.4M
Pacer Advisors, Inc. 0.04% Reduce -4.0% 41,895 $15.4M
Wafra Inc. 0.81% No change 41,881 $15.3M
CIBC Private Wealth Group LLC 0.03% Reduce -6.9% 41,947 $15.3M
DAVENPORT & Co LLC 0.09% Reduce -2.4% 41,497 $15.2M
Stillwater Capital Advisors, LLC 2.23% Add +0.4% 41,057 $15.0M
M&G PLC 0.10% — 41,009 $15.0M
Prio Wealth Limited Partnership 0.43% Add +4.7% 40,582 $14.9M
Community Bank of Raymore 6.98% Reduce -8.5% 40,555 $14.9M
Fayez Sarofim & Co 0.04% Reduce -0.3% 40,410 $14.8M
Pittenger & Anderson Inc. 0.60% No change 40,285 $14.8M
Clifford Swan Investment Counsel LLC 0.55% Reduce -5.0% 40,166 $14.7M
Bogart Wealth, LLC 0.76% Reduce -11.1% 40,140 $14.7M
Dearborn Partners LLC 0.63% Reduce -1.6% 39,831 $14.6M
Parsons Capital Management Inc. 1.00% Add +1.3% 39,759 $14.6M
Jacobs & Co. 1.54% Reduce -3.7% 39,600 $14.5M
LS Investment Advisors, LLC 2.28% Add +1.0% 39,250 $14.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.16% Add +0.5% 39,133 $14.2M
Capital Investment Advisors, LLC 0.33% Add +1.5% 38,730 $14.2M
Kentucky Retirement Systems 0.42% Reduce -5.3% 38,661 $14.2M
Simmons Bank 1.06% Add +2.3% 38,547 $14.1M
Noesis Capital Mangement Corp. 3.14% Reduce -3.5% 38,531 $14.1M
Coulter & Justus Financial Services, LLC 3.14% Add +4152.9% 38,531 $14.1M
Maryland State Retirement & Pension System 0.28% Add +0.2% 39,863 $14.1M
Lido Advisors, LLC 0.13% Reduce -12.1% 38,134 $14.0M
Synovus Financial Corp. 0.18% Add +1.4% 37,953 $13.9M
Advisory Services Network, LLC 0.31% Reduce -0.5% 37,597 $13.8M
Quantinno Capital Management LP 0.30% Add +11.4% 37,341 $13.7M
Walleye Trading LLC 0.22% Reduce -32.5% 37,202 $13.6M
Meridian Wealth Management, LLC 2.27% Add +7.3% 37,201 $13.6M
Hantz Financial Services, Inc. 0.27% Reduce -5.2% 37,180 $13.6M
HB Wealth Management, LLC 0.17% Add +5.9% 37,139 $13.6M
SlateStone Wealth, LLC 1.36% Add +68.5% 36,949 $13.5M
Segment Wealth Management, LLC 1.02% Add +1575.5% 36,525 $13.4M
Whittier Trust Co. of Nevada Inc. 0.38% Add +2.2% 36,493 $13.4M
Stockman Wealth Management, Inc. 2.36% Reduce -6.0% 36,446 $13.4M
Ellsworth Advisors, LLC 3.80% Add +0.9% 36,216 $13.2M
Twin Tree Management, LP 0.30% Add +73.7% 35,822 $13.1M
Achmea Investment Management B.V. 0.25% No change 35,795 $13.1M
MainStreet Investment Advisors LLC 1.57% Reduce -1.3% 35,642 $13.1M
CSM Advisors, LLC 0.86% Add +2.3% 35,489 $13.0M
Snowden Capital Advisors LLC 0.41% Add +17.5% 35,410 $13.0M
Avantax Advisory Services, Inc. 0.11% Add +12.7% 35,179 $12.9M
Arrowstreet Capital, Limited Partnership 0.01% Add +2065.5% 35,125 $12.9M
Baader Bank Aktiengesellschaft 1.05% Add +9.4% 35,121 $12.9M
Andra AP-fonden 0.23% New 35,000 $12.8M
LBP Am SA 0.51% Reduce -19.9% 34,988 $12.8M
Welch Group, LLC 0.64% Add +0.5% 34,949 $12.8M
Vantage Investment Partners, LLC 1.14% New 34,937 $12.8M
Two Sigma Securities, LLC 0.62% Add +385.9% 34,864 $12.8M
Prospera Financial Services Inc 0.38% Reduce -6.4% 34,808 $12.8M
Eagle Asset Management Inc. 0.06% Add +37.2% 34,932 $12.7M
Lyell Wealth Management, LP 1.29% Add +0.2% 34,547 $12.7M
Mizuho Markets Americas LLC 0.34% Add +90.5% 34,519 $12.6M
Federation des caisses Desjardins du Quebec 0.09% Add +9.0% 36,372 $12.6M
HighPoint Advisor Group LLC 0.89% Reduce -1.5% 35,339 $12.6M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.27% Reduce -0.5% 33,918 $12.4M
Shelton Capital Management 0.36% Add +35.8% 33,916 $12.4M
Jefferies Financial Group Inc. 0.27% Reduce -19.8% 33,844 $12.4M
Bokf, NA 0.22% Reduce -1.1% 33,520 $12.2M
Candriam S.C.A. 0.08% Reduce -67.4% 33,098 $12.1M
Jamison Private Wealth Management, Inc. 2.05% Reduce -0.0% 33,076 $12.1M
Credit Agricole S A 0.21% Add +91.4% 33,798 $12.1M
Hartford Investment Management Co. 0.43% Reduce -4.3% 32,898 $12.1M
LMCG Investments, LLC 0.71% Reduce -1.2% 32,845 $12.0M
James Investment Research, Inc. 1.43% Reduce -4.0% 32,775 $12.0M
Cornerstone Advisors, LLC 0.49% Reduce -3.0% 32,500 $11.9M
Groupama Asset Managment 0.22% Reduce -21.3% 26,827 $11.9M
Verition Fund Management LLC 0.13% Reduce -3.0% 32,414 $11.9M
HRT Financial LP 0.07% Add +282.8% 32,356 $11.9M
First American Trust, FSB 1.23% Add +4.0% 31,900 $11.7M
Brookstone Capital Management 0.21% Add +3.2% 31,859 $11.7M
Greenwood Gearhart LLC 1.12% Reduce -35.4% 31,234 $11.4M
Hamilton Capital Partners Inc. 1.38% New 31,080 $11.4M
Madison Asset Management, LLC 0.14% Reduce -50.5% 31,076 $11.4M
Shelter Mutual Insurance Co 2.91% No change 30,780 $11.3M
Philadelphia Trust Co. 0.90% Add +1.0% 30,588 $11.2M
Rwa Wealth Partners, LLC 0.15% Reduce -2.3% 30,066 $11.0M
German American Bancorp, Inc. 1.32% Add +2.7% 30,020 $11.0M
Securian Asset Management, Inc. 0.32% Reduce -7.3% 29,985 $11.0M
Illinois Municipal Retirement Fund 0.17% No change 29,985 $11.0M
AIA Group Ltd 0.35% Reduce -0.7% 29,633 $10.9M
Louisiana State Employees Retirement System 0.21% Reduce -3.9% 29,600 $10.8M
B. Riley Wealth Advisors, Inc. 0.29% Add +2.3% 39,548 $10.8M
Buck Wealth Strategies, LLC 3.66% Add +1298.0% 29,107 $10.7M
Central Bank & Trust Co. 1.51% Reduce -0.6% 28,831 $10.6M
United Capital Management of KS, Inc. 2.42% Add +4.1% 28,821 $10.6M
Paradiem, LLC 2.60% Reduce -1.2% 28,704 $10.5M
Kestra Private Wealth Services, LLC 0.24% Reduce -12.8% 28,677 $10.5M
Prime Capital Investment Advisors, LLC 0.14% Reduce -0.0% 28,329 $10.4M
Norinchukin Bank, The 0.31% Reduce -9.8% 28,256 $10.4M
Eagle Global Advisors LLC 0.58% Reduce -0.2% 28,215 $10.3M
SpiderRock Advisors, LLC 0.33% — 29,097 $10.2M
Drexel Morgan & Co. 2.10% Add +0.5% 27,886 $10.2M
Freestone Capital Holdings, LLC 0.38% Add +93.1% 27,567 $10.1M
Alps Advisors Inc. 0.07% Add +0.0% 27,496 $10.1M
Kanawha Capital Management LLC 0.81% Reduce -1.6% 27,486 $10.1M
Banque Cantonale Vaudoise 0.39% Add +4.4% 27,476 $10.1M
Venture Visionary Partners LLC 0.47% Reduce -0.3% 27,295 $10.0M
CPC Advisors, LLC 1.70% Add +0.5% 27,113 $9.9M
Seaview Investment Managers LLC 2.98% Add +2.6% 27,043 $9.9M
Daiichi Life Insurance Co., Ltd. 0.22% Reduce -1.7% 26,821 $9.8M
Financial Partners Group, LLC 3.79% Reduce -1.9% 26,754 $9.8M
Farmers & Merchants Investments Inc. 0.33% Add +0.5% 26,722 $9.8M
Zimmer Partners, LP 0.21% New 26,720 $9.8M
Independent Wealth Network Inc. 4.59% Add +0.6% 26,658 $9.8M
Narwhal Capital Management 0.96% Add +17.3% 26,650 $9.8M
Tufton Capital Management 1.91% Reduce -14.2% 26,603 $9.7M
Sigma Planning Corp 0.30% Add +94.0% 26,475 $9.7M
Tidal Investments LLC 0.17% Reduce -15.2% 26,453 $9.7M
Integris Wealth Management, LLC 2.67% Reduce -0.7% 26,316 $9.6M
Addenda Capital Inc. 0.36% Reduce -0.3% 26,235 $9.6M
Financial Advocates Investment Management 0.56% Add +62.7% 26,120 $9.6M
Sigma Investment Counselors Inc. 0.61% Add +0.1% 26,015 $9.5M
Community Bank & Trust, Waco, Texas 2.32% Add +0.2% 25,807 $9.5M
New Mexico Educational Retirement Board 0.34% Reduce -4.1% 25,702 $9.4M
Compagnie Lombard Odier SCmA 0.17% Reduce -0.4% 25,658 $9.4M
Quadrature Capital Ltd 0.16% New 25,563 $9.4M
Logan Capital Management Inc. 0.40% Reduce -0.1% 25,416 $9.3M
Texas Capital Bank Wealth Management Services Inc 1.02% Reduce -12.8% 25,376 $9.3M
Generali Powszechne Towarzystwo Emerytalne 3.35% No change 25,118 $9.2M
Benjamin F. Edwards & Company, Inc. 0.17% Add +2.0% 25,068 $9.2M
Hixon Zuercher, LLC 3.87% Reduce -0.6% 24,999 $9.2M
Signet Financial Management, LLC 1.25% Reduce -1.9% 24,879 $9.1M
American National Bank & Trust 1.21% Add +1.3% 24,862 $9.1M
Ferguson Wellman Capital Management, Inc. 0.18% Reduce -13.9% 24,705 $9.1M
Employees Provident Fund Board 0.16% Add +15.9% 24,700 $9.1M
Vident Advisory, LLC 0.19% Add +19.7% 24,427 $9.0M
L & S Advisors Inc 1.14% New 24,409 $8.9M
Aull & Monroe Investment Management Corp 4.10% Add +0.9% 24,371 $8.9M
Beacon Investment Advisory Services, Inc. 0.38% Add +2.7% 24,314 $8.9M
Oppenheimer Asset Management Inc. 0.13% Reduce -16.4% 24,259 $8.9M
Fusion Capital, LLC 4.05% Reduce -4.2% 24,135 $8.8M
Meiji Yasuda Life Insurance Co 0.19% Add +11.8% 24,120 $8.8M
Strategic Global Advisors, LLC 1.90% Reduce -2.8% 24,017 $8.8M
First Financial Bank - Trust Division 0.84% Reduce -6.2% 23,963 $8.8M
Exchange Traded Concepts, LLC 0.23% Reduce -16.5% 23,936 $8.8M
Raymond James Trust N.A. 0.21% Reduce -1.3% 23,877 $8.7M
Perigon Wealth Management, LLC 0.26% Add +2.6% 23,779 $8.7M
Dynamic Advisor Solutions LLC 0.29% Add +2.9% 23,767 $8.7M
Welch & Forbes LLC 0.12% Reduce -4.1% 23,760 $8.7M
Wesbanco Bank Inc. 0.33% Add +99.8% 23,499 $8.6M
Cannell & Spears LLC 0.18% New 23,490 $8.6M
Kavar Capital Partners Group, LLC 1.59% Reduce -49.4% 23,472 $8.6M
Orion Porfolio Solutions, LLC 0.09% Add +3.2% 23,471 $8.6M
Orion Portfolio Solutions, LLC 0.09% Add +3.2% 23,471 $8.6M
Principle Wealth Partners LLC 0.67% Reduce -0.3% 23,453 $8.6M
Sentry LLC 1.62% Reduce -0.2% 23,436 $8.6M
Capital Group Investment Management Pte. LTD. 1.54% Reduce -7.7% 23,394 $8.6M
Spinnaker Trust 0.55% No change 23,210 $8.5M
Hartford Financial Management Inc. 1.77% Reduce -1.6% 22,923 $8.4M
Viewpoint Capital Management LLC 5.33% Add +98.7% 25,333 $8.4M
Allworth Financial LP 0.06% Add +7.3% 22,795 $8.4M
McGuire Investment Group, LLC 1.20% Add +1.2% 22,475 $8.2M
Moors & Cabot, Inc. 0.44% Reduce -2.7% 22,377 $8.2M
Coldstream Capital Management Inc. 0.20% Add +89.8% 22,019 $8.1M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -35.5% 22,013 $8.1M
City Holding Co. 1.21% Reduce -0.3% 21,973 $8.1M
Northwest Investment Counselors, LLC 1.96% Add +2.1% 21,918 $8.0M
Edgestream Partners, L.P. 0.40% Add +1220.8% 21,912 $8.0M
Townsquare Capital LLC 0.12% Add +17.8% 21,833 $8.0M
Axxcess Wealth Management, LLC 0.23% Add +2.3% 21,832 $8.0M
Citizens National Bank Trust Department 1.84% Reduce -0.4% 21,600 $7.9M
Capital Investment Counsel, LLC 1.69% Add +46.2% 21,519 $7.9M
Compound Planning, Inc. 0.73% Add +85.5% 21,482 $7.9M
Crestwood Advisors Group, LLC 0.17% Add +9.0% 21,404 $7.8M
Knights of Columbus Asset Advisors LLC 0.57% Reduce -0.5% 21,313 $7.8M
Forvis Mazars Wealth Advisors, LLC 0.20% Reduce -2.0% 21,246 $7.8M
Ieq Capital, LLC 0.11% Add +11.0% 21,180 $7.8M
CHURCHILL MANAGEMENT Corp 0.10% Add +0.6% 21,116 $7.7M
Knuff & Co LLC 2.60% Reduce -0.2% 21,107 $7.7M
Tiaa Trust, National Association 0.02% Add +3.6% 21,080 $7.7M
Apollon Wealth Management, LLC 0.24% Reduce -3.2% 20,988 $7.7M
Advisors Asset Management, Inc. 0.15% Reduce -6.1% 20,974 $7.7M
Highland Capital Management, LLC 0.44% Reduce -3.2% 20,709 $7.6M
Uniplan Investment Counsel, Inc. 0.61% Reduce -13.0% 20,702 $7.6M
Valeo Financial Advisors, LLC 0.27% Add +2.4% 20,824 $7.6M
Metropolitan Life Insurance Co 0.33% Reduce -1.1% 20,533 $7.5M
Mutual Advisors, LLC 0.24% Add +2.4% 20,528 $7.5M
Searle & Co. 1.91% No change 20,423 $7.5M
Silver Oak Securities, Incorporated 1.14% Reduce -16.0% 20,314 $7.4M
Biechele Royce Advisors 2.44% Reduce -8.9% 20,081 $7.4M
Anderson Hoagland & Co. 0.82% Reduce -3.7% 19,630 $7.3M
Simplicity Wealth,LLC 0.17% New 19,827 $7.3M
Hodges Capital Management Inc. 0.46% Reduce -29.8% 19,704 $7.2M
Buckingham Strategic Wealth, LLC 0.08% Reduce -11.0% 19,611 $7.2M
Asset Dedication, LLC 0.53% Reduce -0.8% 19,548 $7.1M
Performance Wealth Partners, LLC 0.30% Add +4.3% 19,500 $7.1M
MAI Capital Management 0.07% Add +22.5% 19,460 $7.1M
Amova Asset Management Americas, Inc. 0.07% Reduce -8.3% 19,456 $7.1M
Jacobs Levy Equity Management, Inc. 0.03% Reduce -76.1% 19,388 $7.1M
Caldwell Trust Co 0.83% Reduce -2.0% 19,386 $7.1M
Boit C F David 3.87% Reduce -4.5% 21,400 $7.1M
Metis Global Partners, LLC 0.26% Add +0.8% 19,279 $7.1M
Focus Partners Wealth 0.06% Add +157.8% 19,276 $7.1M
Global Retirement Partners, LLC 0.26% Add +1.9% 19,234 $7.0M
Northeast Investment Management 0.34% Reduce -3.1% 19,017 $7.0M
Trifecta Capital Advisors, LLC 1.69% Add +6.9% 18,986 $7.0M
Empowered Funds, LLC 0.13% Reduce -38.9% 18,929 $6.9M
Empirical Finance, LLC 0.42% Add +3.4% 18,899 $6.9M
AustralianSuper Pty Ltd 0.04% Add +3.1% 19,001 $6.9M
Bleakley Financial Group, LLC 0.20% Add +1.5% 18,783 $6.9M
Kiley Juergens Wealth Management, LLC 2.11% Reduce -1.6% 18,658 $6.8M
Vestcor Inc 0.23% Reduce -28.5% 18,659 $6.8M
King Luther Capital Management Corp. 0.03% Add +1.0% 18,587 $6.8M
Summit Trail Advisors, LLC 0.18% Add +389.6% 18,439 $6.8M
AE Wealth Management LLC 0.08% Reduce -82.2% 18,436 $6.8M
Neville Rodie & Shaw Inc. 0.51% No change 18,385 $6.7M
Wedbush Securities Inc. 0.25% Add +2.9% 18,321 $6.7M
Physicians Financial Services, Inc. 2.36% Add +0.1% 18,315 $6.7M
Colonial Trust Advisors 0.66% Reduce -0.2% 18,249 $6.7M
Reliant Investment Management, LLC 3.12% Reduce -1.8% 18,135 $6.6M
Aries Wealth Management 2.14% No change 18,128 $6.6M
Romano Brothers and Company 0.91% Reduce -2.7% 18,077 $6.6M
Chartwell Investment Partners, LLC 0.23% No change 18,000 $6.6M
Abbrea Capital, LLC 0.87% Add +1.4% 17,972 $6.6M
GAM Holding AG 0.48% Reduce -0.1% 17,964 $6.6M
Ipswich Investment Management Co., Inc. 1.54% Reduce -0.3% 17,956 $6.6M
Bridge Creek Capital Management LLC 2.10% Reduce -2.7% 17,933 $6.6M
Pinnacle Financial Partners Inc 0.14% Add +2.6% 17,928 $6.6M
Family Legacy, Inc. 2.36% Reduce -7.6% 17,920 $6.6M
Summitry LLC 0.34% Reduce -11.3% 17,903 $6.6M
Man Group plc 0.02% Reduce -28.7% 17,881 $6.6M
Financial & Tax Architects, LLC 1.80% Reduce -13.3% 17,845 $6.5M
Cordgrass Capital Advisors, LLC 2.02% Add +0.0% 17,729 $6.5M
Gateway Advisory, LLC 1.13% Reduce -0.4% 17,592 $6.4M
Montag A & Associates Inc. 0.32% Add +42.8% 17,533 $6.4M
Advocate Group LLC 1.28% Reduce -0.7% 17,519 $6.4M
Creekmur Asset Management LLC 2.19% Reduce -2.7% 17,463 $6.4M
Mairs & Power Inc. 0.06% Reduce -0.8% 17,435 $6.4M
Trinity Legacy Partners, LLC 1.87% Reduce -4.9% 17,428 $6.4M
Greenleaf Trust 0.06% Add +9.0% 17,403 $6.4M
Country Club Bank 0.45% Reduce -0.6% 17,367 $6.4M
Silvercrest Asset Management Group LLC 0.04% Reduce -5.5% 17,339 $6.4M
Koshinski Asset Management, Inc. 0.65% Add +13.0% 17,249 $6.3M
Community Bank, N.A. 0.83% Reduce -1.7% 17,235 $6.3M
TCI Wealth Advisors, Inc. 0.62% Add +13.1% 17,175 $6.3M
Turtle Creek Wealth Advisors, LLC 1.54% Add +8.1% 17,155 $6.3M
Ameritas Advisory Services, LLC 0.26% Reduce -3.6% 18,020 $6.3M
Pallas Capital Advisors LLC 0.26% Add +4.8% 17,104 $6.3M
Burney Co./ 0.24% Reduce -8.7% 17,063 $6.3M
First Merchants Corp. 0.47% Reduce -0.7% 16,942 $6.2M
Griffin Asset Management, Inc. 0.74% Reduce -1.5% 16,821 $6.2M
Kentucky Retirement Systems Insurance Trust Fund 0.42% Reduce -7.6% 16,800 $6.2M
OneDigital Investment Advisors LLC 0.10% Reduce -4.4% 16,717 $6.1M
Ascent Wealth Partners, LLC 0.91% Reduce -0.9% 16,714 $6.1M
TruWealth Advisors, LLC 0.43% Add +1306.2% 16,677 $6.1M
Mathes Company, Inc. 2.31% Reduce -1.0% 16,673 $6.1M
Parcion Private Wealth LLC 0.54% Reduce -3.6% 16,656 $6.1M
Beese Fulmer Investment Management, Inc. 0.57% Reduce -4.8% 16,598 $6.1M
Beach Investment Counsel Inc. 0.75% No change 20,539 $6.1M
Williams Jones Wealth Management, LLC. 0.08% Reduce -0.2% 16,533 $6.1M
Kintegral Advisory, LLC 0.61% Reduce -0.3% 16,524 $6.1M
Integrated Wealth Concepts LLC 0.09% Add +11.9% 16,478 $6.0M
Cary Street Partners Investment Advisory LLC 0.25% Reduce -3.0% 16,330 $6.0M
Roundview Capital LLC 0.49% Add +4.4% 16,325 $6.0M
Sandhill Capital Partners LLC 0.48% Reduce -1.6% 16,317 $6.0M
Keeler Thomas Management LLC 2.05% Reduce -0.8% 16,326 $6.0M
Foster & Motley Inc. 0.41% Reduce -3.7% 16,313 $6.0M
Marketfield Asset Management LLC 4.70% Reduce -5.1% 16,302 $6.0M
Consolidated Capital Management, LLC 2.86% Reduce -3.2% 16,287 $6.0M
Stratos Wealth Partners, LTD. 0.10% Add +8.4% 16,267 $6.0M
Northwestern Mutual Investment Management Company, LLC 0.15% Add +0.0% 16,154 $5.9M
B & T Capital Management DBA Alpha Capital Management 1.15% Reduce -7.1% 16,131 $5.9M
Old National Bancorp 0.14% Reduce -17.8% 16,116 $5.9M
Holderness Investments Co. 1.44% Reduce -0.5% 16,044 $5.9M
Lake Street Advisors Group, LLC 0.27% Add +2.9% 16,007 $5.9M
Vinva Investment Management Ltd 0.33% Reduce -9.3% 15,995 $5.9M
Lincoln National Corp. 0.09% Add +3.9% 15,968 $5.9M
Siemens Fonds Invest GmbH 0.45% Reduce -3.9% 15,967 $5.9M
Twin Capital Management Inc. 0.72% Reduce -4.0% 15,921 $5.8M
Geneos Wealth Management Inc. 0.27% Reduce -1.7% 15,869 $5.8M
Bank of Hawaii 0.28% Reduce -0.9% 15,853 $5.8M
Wells Trecaso Financial Group, LLC 2.05% Add +5.0% 15,835 $5.8M
Valley Wealth Managers, Inc. 0.43% Reduce -12.6% 15,746 $5.8M
Eukles Asset Management 2.49% Add +2.4% 15,633 $5.7M
Equitable Trust Co. 0.40% Add +4.1% 15,575 $5.7M
EagleClaw Capital Managment, LLC 1.03% Add +0.2% 15,570 $5.7M
iA Global Asset Management Inc. 0.12% Reduce -16.1% 15,553 $5.7M
Concurrent Investment Advisors, LLC 0.23% Reduce -6.1% 15,485 $5.7M
Montgomery Investment Management Inc. 2.16% Reduce -11.4% 15,480 $5.7M
Goelzer Investment Management, Inc. 0.32% Reduce -1.3% 15,402 $5.6M
Studio Investment Management LLC 1.34% Reduce -4.8% 15,377 $5.6M
Resolute Wealth Strategies, LLC 3.41% Reduce -3.7% 15,375 $5.6M
Canandaigua National Bank & Trust Co. 0.83% Reduce -1.0% 15,327 $5.6M
Legacy CG, LLC 2.03% Add +3.2% 15,289 $5.6M
First Trust Direct Indexing L.P. 0.41% Add +13.2% 15,225 $5.6M
Investment Management Corp of Ontario 0.17% Reduce -19.6% 15,207 $5.6M
Columbia Asset Management 1.12% No change 18,759 $5.5M
Monument Capital Management 1.60% Reduce -3.4% 15,135 $5.5M
Richard Bernstein Advisors LLC 0.12% No change 15,070 $5.5M
Equitable Holdings, Inc. 0.06% Add +6.5% 15,039 $5.5M
North Star Investment Management Corp. 0.39% Add +1.6% 15,031 $5.5M
Kentucky Farm Bureau Mutual Insurance Co 1.30% No change 15,000 $5.5M
RBF Capital, LLC 0.31% No change 15,000 $5.5M
Geneva Partners, LLC 2.42% Add +23.4% 14,997 $5.5M
Bridgeway Capital Management, LLC 0.11% Add +12.0% 14,940 $5.5M
Tower View Wealth Management LLC 3.20% Reduce -0.3% 14,906 $5.5M
Americana Partners, LLC 0.46% Add +13.1% 14,872 $5.4M
Blue Trust, Inc. 0.08% Reduce -10.6% 14,821 $5.4M
Robbins Farley 2.98% Reduce -2.9% 14,778 $5.4M
Sandy Spring Bank 0.25% Reduce -4.3% 14,701 $5.4M
Malaga Cove Capital, LLC 2.18% Reduce -0.3% 14,623 $5.4M
Webster Bank, N. A. 0.60% Add +0.4% 14,619 $5.4M
Robertson Stephens Wealth Management, LLC 0.29% Reduce -0.7% 14,607 $5.4M
Arrow Financial Corp 0.53% Reduce -6.2% 14,595 $5.3M
NEOS Investment Management LLC 0.33% Add +14.7% 14,546 $5.3M
Park Avenue Securities LLC 0.07% Reduce -4.0% 14,535 $5.3M
Chicago Capital, LLC 0.16% Add +3.6% 14,267 $5.2M
Alberta Investment Management Corp 0.06% No change 14,200 $5.2M
Nomura Holdings Inc. 0.04% Add +1.7% 14,196 $5.2M
Castellan Group 2.66% Reduce -4.1% 14,189 $5.2M
Iowa State Bank 1.14% Reduce -5.7% 14,085 $5.2M
Pflug Koory, LLC 0.37% Reduce -0.1% 14,083 $5.2M
Sowell Financial Services LLC 0.24% Add +3.9% 14,047 $5.1M
Choreo, LLC 0.13% Add +13.3% 14,039 $5.1M
Wright Investors Service Inc. 1.30% Reduce -0.9% 14,009 $5.1M
Spire Wealth Management 0.09% Add +1.9% 13,980 $5.1M
Argyle Capital Management, LLC 1.97% Reduce -5.8% 13,917 $5.1M
Great Valley Advisor Group, Inc. 0.15% Reduce -11.7% 13,908 $5.1M
NewSquare Capital LLC 0.45% Add +5.0% 13,888 $5.1M
IronBridge Private Wealth, LLC 2.11% Reduce -2.8% 13,860 $5.1M
Leuthold Group, LLC 0.57% Reduce -0.2% 13,856 $5.1M
Seascape Capital Management 1.88% Add +3.7% 13,836 $5.1M
FRG Family Wealth Advisors LLC 0.97% Add +0.0% 14,794 $4.9M
Ameritas Investment Partners, Inc. 0.17% Add +3.1% 13,483 $4.9M
Plato Investment Management Ltd 0.51% Add +380.0% 13,465 $4.9M
Altrius Capital Management Inc 1.24% Reduce -20.6% 13,454 $4.9M
Kingswood Wealth Advisors, LLC 0.57% Reduce -27.9% 13,453 $4.9M
Trajan Wealth LLC 0.33% — 13,425 $4.9M
Laird Norton Wetherby Wealth Management, LLC 0.23% Add +0.1% 13,376 $4.9M
Gilliland Jeter Wealth Management LLC 1.70% Reduce -1.0% 13,345 $4.9M
U.S. Capital Wealth Advisors, LLC 0.19% Add +0.3% 13,312 $4.9M
Trust Co. of Vermont 0.27% Add +9.6% 13,297 $4.9M
FourThought Financial Partners, LLC 0.56% Add +0.1% 13,237 $4.9M
Asahi Life Asset Management Co., LTD. 2.89% Reduce -28.1% 13,143 $4.8M
Liberty One Investment Management, LLC 0.54% Add +2.5% 13,055 $4.8M
Bailard, Inc. 0.13% Reduce -2.5% 13,037 $4.8M
Blue Edge Capital, LLC 0.80% Add +0.1% 13,019 $4.8M
Ilmarinen Mutual Pension Insurance Co 0.06% Reduce -45.8% 13,000 $4.8M
Ledyard National Bank 0.46% Add +5.0% 12,982 $4.8M
Hayek Kallen Investment Management 1.81% No change 12,861 $4.7M
Wealthcare Advisory Partners LLC 0.15% Add +23.4% 12,856 $4.7M
Plimoth Trust Co. LLC 1.25% Reduce -3.7% 12,812 $4.7M
Jackson Square Capital, LLC 1.21% Add +1.5% 12,780 $4.7M
StoneX Group Inc. 0.42% Add +2.2% 12,753 $4.7M
Stonebridge Capital Management Inc. 2.08% No change 12,722 $4.7M
Tokio Marine Asset Management Co. Ltd. 0.24% Add +9.8% 12,722 $4.7M
Sapient Capital LLC 0.10% Add +0.0% 12,702 $4.7M
Profund Advisors LLC 0.18% Add +10.8% 12,686 $4.6M
Signaturefd, LLC 0.10% Add +9.1% 12,558 $4.6M
Merit Financial Group, LLC 0.11% Add +252.4% 13,654 $4.6M
DT Investment Partners, LLC 0.46% Reduce -8.4% 12,539 $4.6M
Barbara Oil Co. 1.94% No change 12,500 $4.6M
J.P. Marvel Investment Advisors, LLC 0.79% Add +2.4% 12,459 $4.6M
Anchor Investment Management, LLC 0.48% Reduce -10.2% 12,452 $4.6M
Ogorek Anthony Joseph /NY/ 1.58% Reduce -1.0% 12,438 $4.6M
Applied Capital LLC 3.69% Add +0.9% 12,363 $4.5M
Duality Advisers, LP 0.45% Add +117.5% 12,340 $4.5M
FAS Wealth Partners, Inc. 0.40% Add +1.7% 12,314 $4.5M
Members Trust Co 0.13% Reduce -16.1% 12,268 $4.5M
Azimuth Capital Investment Management LLC 0.19% Reduce -2.4% 12,260 $4.5M
Vista Investment Partners LLC 1.54% Add +1.0% 12,247 $4.5M
Jacobi Capital Management LLC 0.41% Add +0.3% 12,194 $4.5M
Slow Capital, Inc. 0.71% Reduce -0.3% 12,149 $4.5M
Essex Financial Services, Inc. 0.41% Add +6.2% 12,148 $4.5M
Wakefield Asset Management LLLP 1.54% Reduce -9.4% 12,109 $4.4M
Kingsview Wealth Management, LLC 0.11% Reduce -1.5% 12,003 $4.4M
Cullen/Frost Bankers, Inc. 0.06% Add +0.2% 11,867 $4.3M
Whitener Capital Management, Inc. 1.42% Add +0.5% 11,854 $4.3M
SteelPeak Wealth, LLC 0.22% Reduce -61.5% 11,827 $4.3M
Mission Creek Capital Partners, Inc. 1.13% Add +14.4% 11,823 $4.3M
Guyasuta Investment Advisors Inc. 0.31% No change 14,612 $4.3M
Leavell Investment Management, Inc. 0.25% Add +0.4% 11,753 $4.3M
Procyon Advisors, LLC 0.33% Reduce -1.9% 11,683 $4.3M
Midland Wealth Advisors, LLC 0.26% Add +7.9% 11,680 $4.3M
New Hampshire Trust 0.99% Reduce -2.3% 11,611 $4.3M
Global Wealth Management Investment Advisory, Inc. 1.03% Reduce -0.2% 11,513 $4.2M
Intact Investment Management Inc. 0.17% Reduce -11.1% 11,500 $4.2M
Spirit of America Management Corp. 0.85% No change 11,490 $4.2M
Public Sector Pension Investment Board 0.03% Reduce -1.7% 11,440 $4.2M
Focus Partners Advisor Solutions, LLC 0.12% Add +318.2% 11,418 $4.2M
Providence Wealth Advisors, LLC 3.57% Add +63.0% 11,520 $4.2M
Johnson Investment Counsel Inc. 0.05% Reduce -0.1% 11,396 $4.2M
BLB&B Advisors, LLC 0.24% Reduce -2.1% 11,379 $4.2M
ExodusPoint Capital Management, LP 0.05% Reduce -53.1% 11,337 $4.2M
MWA Asset Management 3.01% Reduce -1.4% 11,319 $4.1M
Money Concepts Capital Corp. 0.38% Reduce -1.6% 11,295 $4.1M
Graypoint LLC 0.30% Add +2.5% 11,293 $4.1M
Gouws Capital LLC 3.13% Add +3.1% 11,277 $4.1M
OneAscent Financial Services LLC 0.46% Add +11.1% 11,265 $4.1M
AEGON ASSET MANAGEMENT UK Plc 0.06% Reduce -3.0% 11,247 $4.1M
Marvin & Palmer Associates Inc. 4.08% New 11,234 $4.1M
Modus Advisors, LLC 1.52% Add +1.3% 11,200 $4.1M
Principal Securities, Inc. 0.13% Reduce -14.0% 11,148 $4.1M
AlTi Global, Inc. 0.11% Add +65.7% 11,164 $4.1M
Summit Financial, LLC 0.24% Add +1.1% 11,086 $4.1M
Smith, Moore & Co. 0.43% Add +4.9% 11,041 $4.0M
Creative Financial Designs Inc. 0.38% Reduce -25.0% 11,036 $4.0M
Edmond DE Rothschild Holding S.A. 0.07% Reduce -28.6% 11,031 $4.0M
CPA Asset Management Group, LLC 2.26% No change 11,009 $4.0M
Heritage Trust Co 0.54% Reduce -1.9% 10,999 $4.0M
Asset Management Group, Inc. 0.61% Add +0.4% 10,994 $4.0M
Assetmark, Inc. 0.01% Add +7.4% 10,969 $4.0M
Kinloch Capital, LLC 2.05% Add +5.1% 10,909 $4.0M
Smith Group Asset Management, LLC 0.23% Reduce -34.5% 10,900 $4.0M
Caldwell Sutter Capital, Inc. 1.92% Reduce -10.2% 10,894 $4.0M
Commerzbank Aktiengesellschaft 0.13% Add +492.6% 10,839 $4.0M
Whalerock Point Partners, LLC 1.11% No change 10,742 $3.9M
Boyd Watterson Asset Management LLC 1.43% Reduce -0.7% 10,737 $3.9M
Capital Investment Counsel, Inc 0.68% Reduce -3.6% 10,735 $3.9M
Private Trust Co. NA 0.42% Add +0.3% 10,695 $3.9M
Nicholas Hoffman & Company, LLC. 0.20% Reduce -7.0% 10,690 $3.9M
TCW Group Inc. 0.04% Reduce -17.2% 10,682 $3.9M
Traynor Capital Management, Inc. 0.37% Add +0.9% 10,655 $3.9M
Waverly Advisors, LLC 0.09% Add +60.8% 10,620 $3.9M
Thoroughbred Financial Services, LLC 0.37% Reduce -15.2% 10,574 $3.9M
Gould Capital, LLC 2.73% Reduce -4.1% 10,567 $3.9M
MV Capital Management, Inc. 0.44% Reduce -9.7% 10,549 $3.9M
Moneta Group Investment Advisors LLC 0.06% Add +22.4% 10,543 $3.9M
Harbor Capital Advisors, Inc. 0.50% New 10,509 $3.9M
Mystic Asset Management, Inc. 1.59% No change 10,478 $3.8M
EP Wealth Advisors, LLC 0.04% Add +17.9% 10,466 $3.8M
Brown Brothers Harriman & Co. 0.03% Reduce -4.1% 10,434 $3.8M
PFG Advisors 0.28% Add +0.8% 10,424 $3.8M
Monetary Management Group Inc. 1.06% Add +0.2% 10,417 $3.8M
IHT Wealth Management, LLC 0.15% Reduce -2.6% 10,408 $3.8M
Pure Financial Advisors, LLC 0.12% Add +19.3% 10,356 $3.8M
Focus Financial Network, Inc. 0.18% — 10,599 $3.8M
Donaldson Capital Management, LLC 0.16% Reduce -0.3% 10,340 $3.8M
Onex Canada Asset Management Inc. 0.38% Reduce -8.1% 10,331 $3.8M
WR Wealth Planners, LLC 1.18% Reduce -2.0% 10,326 $3.8M
Mitchell McLeod Pugh & Williams Inc. 0.91% Reduce -1.6% 10,314 $3.8M
Schnieders Capital Management LLC 0.78% Add +2.5% 10,259 $3.8M
Trust Co. of Toledo NA 0.59% Reduce -4.2% 10,230 $3.7M
Naples Global Advisors, LLC 0.38% Reduce -2.2% 10,216 $3.7M
First Dallas Securities Inc. 1.72% Reduce -1.0% 10,198 $3.7M
Evercore Wealth Management, LLC 0.06% Reduce -5.1% 10,179 $3.7M
Oliver Luxxe Assets LLC 0.78% Reduce -0.7% 10,174 $3.7M
Regency Capital Management Inc.\DE 2.37% Reduce -8.4% 10,171 $3.7M
Finer Wealth Management, Inc. 2.45% Add +4.0% 10,170 $3.7M
SeaCrest Wealth Management, LLC 0.46% Reduce -16.4% 10,168 $3.7M
Baldwin Investment Management, LLC 0.50% Add +0.6% 10,053 $3.7M
GQG Partners LLC 0.01% Reduce -52.4% 10,053 $3.7M
KMG Fiduciary Partners, LLC 0.38% Reduce -45.3% 10,019 $3.7M
1ST Source Bank 0.21% Reduce -1.2% 10,012 $3.7M
Occidental Asset Management, LLC 0.68% Add +11.2% 9,869 $3.6M
Cumberland Advisors Inc. 1.34% No change 9,850 $3.6M
Cambridge Trust Co. 0.14% Add +32.0% 9,803 $3.6M
UniSuper Management Pty Ltd 0.03% Add +141.6% 9,800 $3.6M
Hudock, Inc. 0.79% Add +0.0% 9,771 $3.6M
Argent Trust Co 0.16% Add +2.6% 9,754 $3.6M
HBK Sorce Advisory LLC 0.13% Add +9.8% 9,748 $3.6M
Mill Capital Management, LLC 0.30% No change 9,737 $3.6M
Truvestments Capital LLC 1.37% Reduce -4.4% 9,715 $3.6M
Legacy Financial Strategies, LLC 0.91% Reduce -0.8% 9,686 $3.5M
Pinnacle Holdings, LLC 1.46% Reduce -7.5% 9,676 $3.5M
Mgo One Seven LLC 0.18% Reduce -2.4% 9,669 $3.5M
Hoylecohen, LLC 0.27% Reduce -2.1% 9,624 $3.5M
Wellington Shields & Co., LLC 1.18% No change 9,608 $3.5M
Gladstone Institutional Advisory LLC 0.19% Reduce -14.4% 9,595 $3.5M
NorthRock Partners, LLC 0.13% Add +3.2% 9,555 $3.5M
Cambridge Advisors Inc. 0.82% Reduce -9.2% 9,546 $3.5M
Sound View Wealth Advisors Group, LLC 0.37% Reduce -7.7% 9,478 $3.5M
RB Capital Management, LLC 0.98% Add +2.1% 9,477 $3.5M
Palisade Asset Management, LLC 0.34% No change 9,472 $3.5M
Seizert Capital Partners, LLC 0.16% New 9,467 $3.5M
McKinley Carter Wealth Services, Inc. 0.23% Reduce -1.9% 9,441 $3.5M
First National Bank & Trust Co. of Newtown 0.70% Reduce -0.7% 9,426 $3.5M
Global Trust Asset Management, LLC 1.42% Add +11.9% 9,413 $3.4M
Hennessy Advisors Inc. 0.14% Reduce -11.3% 9,400 $3.4M
LMG Wealth Partners, LLC 0.87% Add +4.0% 9,395 $3.4M
Independent Financial Group, LLC 0.16% Add +21.2% 9,368 $3.4M
Buckley Wealth Management, LLC 1.10% Reduce -0.3% 9,347 $3.4M
Aire Advisors, LLC 0.77% Add +0.0% 9,341 $3.4M
Graphene Investments SAS 2.05% Reduce -16.2% 9,300 $3.4M
Avitas Wealth Management LLC 0.52% Add +1.5% 9,263 $3.4M
JPL Wealth Management, LLC 1.86% Add +13.7% 9,201 $3.4M
Meeder Advisory Services, Inc. 0.34% Add +6.1% 9,101 $3.3M
Ti-Trust, Inc. 2.45% No change 9,097 $3.3M
Imprint Wealth LLC 0.80% Add +37.5% 9,124 $3.3M
Acadian Asset Management LLC 0.01% Add +17.2% 9,037 $3.3M
South Dakota Investment Council 0.07% Reduce -2.7% 8,974 $3.3M
River Street Advisors LLC 2.22% Add +0.1% 8,967 $3.3M
Jump Financial, LLC 0.09% Add +469.3% 8,955 $3.3M
Qtron Investments LLC 0.46% Add +21.5% 8,953 $3.3M
Nilsine Partners, LLC 0.45% Add +2.4% 8,929 $3.3M
J.W. Cole Advisors, Inc. 0.17% Add +4.2% 8,932 $3.3M
Cullen Investment Group, LTD. 0.51% Add +3.8% 8,953 $3.3M
Lowe Brockenbrough & Co. Inc. 0.22% Add +13.0% 8,890 $3.3M
Douglass Winthrop Advisors, LLC 0.07% Add +3.7% 8,885 $3.3M
CreativeOne Wealth, LLC 0.13% Add +127.5% 8,881 $3.3M
SVB Wealth LLC 0.07% Reduce -0.2% 8,875 $3.3M
Adirondack Trust Co. 1.36% Reduce -0.7% 8,864 $3.2M
Wilmington Savings Fund Society, FSB 0.12% — 8,859 $3.2M
Tritonpoint Wealth, LLC 0.34% Reduce -14.7% 10,696 $3.2M
Core Wealth Advisors, Inc. 1.10% Reduce -7.6% 8,801 $3.2M
Hanson & Doremus Investment Management 0.56% Reduce -0.4% 8,790 $3.2M
CoreCap Advisors, LLC 0.17% Add +32.0% 8,780 $3.2M
Ellis Investment Partners, LLC 0.70% Reduce -18.6% 8,770 $3.2M
Choate Investment Advisors 0.09% Add +43.6% 8,720 $3.2M
Park National Corp. 0.12% Reduce -2.6% 8,686 $3.2M
Atlantic Union Bankshares Corp 0.27% Reduce -4.3% 8,674 $3.2M
Rothschild Investment LLC 0.23% Add +3.6% 8,652 $3.2M
Becker Capital Management Inc. 0.11% Reduce -2.7% 8,612 $3.2M
Jaffetilchin Investment Partners, LLC 0.28% Add +48.6% 8,606 $3.2M
Cornell Pochily Investment Advisors, Inc. 1.24% Reduce -1.4% 8,527 $3.1M
Capital Asset Advisory Services LLC 0.18% Reduce -7.0% 8,196 $3.1M
V-Square Quantitative Management LLC 0.43% Add +33.9% 8,464 $3.1M
Loudon Investment Management, LLC 1.77% Reduce -6.9% 8,418 $3.1M
Beacon Bank & Trust 0.76% Reduce -6.1% 8,392 $3.1M
Murphy, Middleton, Hinkle & Parker, Inc. 1.78% Reduce -2.1% 8,347 $3.1M
Concord Wealth Partners 0.55% Add +26.0% 8,302 $3.0M
Stamos Capital Partners, L.P. 0.69% Reduce -53.7% 8,290 $3.0M
Boltwood Capital Management 0.94% Reduce -1.8% 8,279 $3.0M
Smith Salley Wealth Management 0.24% Reduce -4.5% 8,277 $3.0M
Chapin Davis, Inc. 1.10% No change 8,255 $3.0M
World Equity Group, Inc. 0.62% Reduce -16.2% 8,238 $3.0M
Westpac Banking Corp. 0.23% Reduce -0.1% 8,203 $3.0M
Parallel Advisors, LLC 0.08% Add +24.3% 8,197 $3.0M
Sheaff Brock Investment Advisors, LLC 0.24% Reduce -64.4% 8,186 $3.0M
Y.D. More Investments Ltd 0.53% Add +164.3% 8,164 $3.0M
Old Port Advisors 0.91% Reduce -0.8% 8,150 $3.0M
Ignite Planners, LLC 0.83% Reduce -13.3% 8,176 $3.0M
Mb, Levis & Associates, LLC 1.59% Reduce -0.2% 8,087 $3.0M
Radnor Capital Management, LLC 0.51% Reduce -3.2% 8,087 $3.0M
Ashton Thomas Private Wealth, LLC 0.17% Reduce -20.2% 8,075 $3.0M
United Community Bank 1.15% Reduce -1.4% 8,072 $3.0M
Argent Advisors, Inc. 1.17% Reduce -0.8% 8,065 $3.0M
Court Place Advisors, LLC 0.95% Reduce -3.3% 8,063 $3.0M
FLC Capital Advisors 0.75% Reduce -2.8% 8,052 $3.0M
Greater Midwest Financial Group, LLC 1.85% Reduce -2.1% 8,043 $2.9M
Altshuler Shaham Ltd 0.12% Reduce -25.2% 8,042 $2.9M
Fruth Investment Management 0.77% No change 8,033 $2.9M
Bowen Hanes & Co. Inc. 0.08% Reduce -0.4% 8,029 $2.9M
Sumitomo Life Insurance Co. 0.08% Reduce -3.7% 8,020 $2.9M
Zhang Financial LLC 0.22% Add +21.6% 8,019 $2.9M
Cohen Klingenstein LLC 0.11% No change 8,000 $2.9M
Family Manage LLC 0.54% New 7,989 $2.9M
Oxbow Advisors, LLC 0.42% Reduce -3.0% 7,963 $2.9M
MIdWestOne Financial Group, Inc. 0.52% No change 7,958 $2.9M
Penobscot Investment Management Company, Inc. 0.31% Add +5.0% 7,935 $2.9M
Gifford Fong Associates 0.79% No change 7,800 $2.9M
Investors Asset Management of Georgia Inc. /Ga/ 1.34% Reduce -8.6% 7,762 $2.8M
Field & Main Bank 1.10% Reduce -0.1% 7,746 $2.8M
Transform Wealth, LLC 0.27% Reduce -45.3% 7,741 $2.8M
Insigneo Advisory Services, LLC 0.34% Add +20.4% 7,711 $2.8M
Trust Investment Advisors 2.03% Reduce -0.6% 7,687 $2.8M
Schonfeld Strategic Advisors LLC 0.02% Add +641.9% 7,679 $2.8M
Daymark Wealth Partners, LLC 0.15% No change 127,341 $2.8M
Weaver Capital Management LLC 0.80% Add +18.4% 7,665 $2.8M
JBR Co Financial Management Inc 2.23% No change 7,622 $2.8M
Valley Brook Capital Group, Inc. 2.23% Add +5.6% 7,605 $2.8M
ClariVest Asset Management LLC 0.29% Reduce -69.7% 7,591 $2.8M
L2 Asset Management, LLC 0.91% Add +16.2% 7,590 $2.8M
Exchange Bank 2.28% No change 7,578 $2.8M
Focused Wealth Management, Inc 0.43% Add +2.2% 7,572 $2.8M
D. Scott Neal, Inc. 1.81% No change 7,549 $2.8M
Foundations Investment Advisors, LLC 0.07% Add +22.3% 7,534 $2.8M
Modern Wealth Management, LLC 0.26% Add +22.8% 7,520 $2.8M
CWA Asset Management Group, LLC 0.17% Add +37.5% 7,509 $2.8M
Bayesian Capital Management, LP 0.26% New 7,486 $2.7M
Prudential PLC 0.02% Reduce -64.2% 7,479 $2.7M
Clearbridge Investments, LLC 0.00% Reduce -46.6% 7,463 $2.7M
Columbia Bank 1.12% — 7,446 $2.7M
First Horizon Advisors, Inc. 0.08% Reduce -10.1% 7,438 $2.7M
Cornercap Investment Counsel Inc. 0.42% Reduce -12.4% 7,380 $2.7M
Howland Capital Management LLC 0.13% Reduce -5.9% 7,371 $2.7M
Orleans Capital Management Corp. 1.77% Add +11.8% 7,363 $2.7M
BNC Wealth Management, LLC 1.15% Add +3.6% 7,361 $2.7M
Secured Retirement Advisors, LLC 2.28% Reduce -3.4% 7,348 $2.7M
Avantax Planning Partners, Inc. 0.09% Add +8.9% 7,318 $2.7M
Dorsey & Whitney Trust CO LLC 0.18% Reduce -5.4% 7,296 $2.7M
Atlas Brown,Inc. 0.97% Reduce -3.3% 7,281 $2.7M
Franklin Street Advisors Inc. 0.20% Add +3.7% 7,265 $2.7M
Level Four Advisory Services, LLC 0.14% No change 8,874 $2.6M
Convergence Investment Partners, LLC 1.00% Add +23.1% 7,136 $2.6M
Legacy Bridge, LLC 1.53% Add +0.1% 7,136 $2.6M
AAFMAA Wealth Management & Trust LLC 1.42% Reduce -28.3% 7,115 $2.6M
Triangle Securities Wealth Management 0.74% Reduce -1.1% 7,115 $2.6M
Cross Staff Investments Inc 2.19% No change 7,104 $2.6M
Ballentine Partners, LLC 0.05% Add +21.9% 7,083 $2.6M
Gables Capital Management Inc. 1.43% No change 7,070 $2.6M
Caprock Group, LLC 0.15% Reduce -28.3% 7,051 $2.6M
Verdence Capital Advisors LLC 0.23% Reduce -7.0% 7,027 $2.6M
BCM Advisors, LLC 0.65% Add +1.0% 7,070 $2.6M
Modera Wealth Management, LLC 0.04% Add +6.9% 7,006 $2.6M
Walleye Capital LLC 0.03% New 7,005 $2.6M
Cozad Asset Management Inc. 0.27% Add +7.2% 6,976 $2.6M
Quest Investment Management LLC 0.29% No change 6,968 $2.6M
AMG National Trust Bank 0.07% No change 6,958 $2.5M
Rollins Financial Advisors, LLC 0.48% Add +8.7% 6,951 $2.5M
Fifth Third Wealth Advisors LLC 0.40% Add +14.0% 6,942 $2.5M
Stone Summit Wealth LLC 0.88% Reduce -8.2% 6,941 $2.5M
Teamwork Financial Advisors, LLC 0.39% Reduce -63.2% 6,913 $2.5M
Symmetry Investments LP 0.26% Reduce -17.9% 6,900 $2.5M
Wintrust Investments LLC 0.22% Reduce -0.9% 6,894 $2.5M
Fort Point Capital Partners LLC 0.34% Reduce -4.8% 6,891 $2.5M
CGN Advisors LLC 0.32% Reduce -2.5% 6,878 $2.5M
Diversified Trust Co. 0.08% Reduce -10.7% 6,863 $2.5M
Cascade Investment Advisors, Inc. 1.64% Reduce -2.3% 6,850 $2.5M
Worth Asset Management, LLC 1.54% New 6,843 $2.5M
Weatherly Asset Management L. P. 0.24% Reduce -1.9% 6,836 $2.5M
Tyche Wealth Partners LLC 0.61% Add +1.8% 6,832 $2.5M
Inspire Advisors, LLC 0.35% Add +4.9% 6,826 $2.5M
Staley Capital Advisers Inc. 0.12% No change 6,814 $2.5M
Ramirez Asset Management, Inc. 0.50% Reduce -4.1% 6,788 $2.5M
Hilton Capital Management, LLC 0.22% No change 6,783 $2.5M
RFG Advisory, LLC 0.08% Add +5.1% 6,783 $2.5M
Simplex Trading, LLC 0.07% New 6,779 $2.5M
Vise Technologies, Inc. 0.49% Reduce -17.5% 6,776 $2.5M
Arbor Trust Wealth Advisors, LLC 1.36% Reduce -1.1% 6,668 $2.5M
Prosperity Consulting Group, LLC 0.31% Add +22.7% 6,761 $2.5M
Lifeworks Advisors, LLC 0.69% Add +12.3% 6,753 $2.5M
Ar Asset Management Inc. 0.61% No change 6,700 $2.5M
Nemes Rush Group LLC 0.35% Add +0.1% 6,697 $2.5M
Compton Wealth Advisory Group, LLC 0.67% Add +6.7% 6,693 $2.5M
Horizon Kinetics Asset Management LLC 0.05% Reduce -4.1% 6,673 $2.4M
Harvest Fund Management Co., Ltd 0.22% Add +509.6% 6,669 $2.4M
Harbour Investments, Inc. 0.09% Add +4.8% 6,661 $2.4M
Oak Asset Management, LLC 0.91% Reduce -0.9% 6,645 $2.4M
Trueblood Wealth Management, LLC 1.39% Reduce -2.1% 6,622 $2.4M
Temasek Holdings (Private) Ltd 0.01% No change 6,615 $2.4M
St Germain D J Co. Inc. 0.12% Reduce -1.2% 6,604 $2.4M
Two Sigma Investments, LP 0.01% No change 6,600 $2.4M
Resources Management Corp. /CT/ 0.35% Reduce -4.3% 6,594 $2.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.07% Reduce -1.5% 6,592 $2.4M
Ritholtz Wealth Management 0.08% Reduce -12.6% 6,588 $2.4M
Wedmont Private Capital 0.18% Add +11.0% 6,474 $2.4M
Greenfield Savings Bank 1.26% Reduce -2.0% 6,531 $2.4M
Oarsman Capital, Inc. 0.57% Reduce -16.0% 6,525 $2.4M
Massachusetts Wealth Management 1.68% Add +4.4% 6,502 $2.4M
Affinity Investment Advisors, LLC 1.73% Reduce -0.6% 6,476 $2.4M
Citizens Financial Group Inc. 0.08% Reduce -21.1% 6,470 $2.4M
Mirabaud & Cie SA 0.84% Reduce -18.5% 6,433 $2.4M
WealthPLAN Partners, LLC 0.24% Reduce -0.0% 6,403 $2.3M
Balentine LLC 0.07% Add +49.2% 6,399 $2.3M
Lanark Financial, Inc. 0.22% Reduce -5.1% 6,393 $2.3M
Brighton Jones LLC 0.08% Add +13.7% 6,377 $2.3M
Advanced Portfolio Management, LLC 4.41% New 6,367 $2.3M
Worldquant Millennium Advisors LLC 0.03% Add +11.5% 6,356 $2.3M
Strategic Planning Group, LLC 0.58% Add +7.5% 6,355 $2.3M
LGT Group Foundation 0.06% Reduce -7.3% 6,350 $2.3M
Thompson Siegel & Walmsley LLC 0.04% Reduce -0.7% 6,296 $2.3M
Good Life Advisors, LLC 0.20% Add +2.1% 6,295 $2.3M
Quadrant Capital Group LLC 0.18% Reduce -6.4% 6,294 $2.3M
Wilson & Boucher Capital Management, LLC 1.82% Reduce -9.9% 6,287 $2.3M
Fidelis Capital Partners, LLC 0.35% Add +42.6% 6,231 $2.3M
River Wealth Advisors LLC 0.33% Add +8.2% 6,228 $2.3M
Checchi Capital Advisers, LLC 0.18% Add +1.4% 6,223 $2.3M
Haverford Trust Co 0.02% Add +1.6% 6,208 $2.3M
Mission Wealth Management, LP 0.06% Add +40.5% 6,207 $2.3M
Eads & Heald Wealth Management 1.06% Reduce -2.6% 6,204 $2.3M
Zurich Insurance Group Ltd 0.02% New 6,200 $2.3M
Forum Financial Management, LP 0.04% Reduce -1.1% 6,190 $2.3M
Gen-Wealth Partners Inc 1.12% — 6,188 $2.3M
Watershed Private Wealth LLC 1.00% Reduce -0.5% 6,185 $2.3M
AXS Investments LLC 0.54% Reduce -15.3% 6,151 $2.3M
Osborne Partners Capital Management, LLC 0.14% Reduce -1.1% 6,132 $2.2M
Coastline Trust Co 0.27% Reduce -1.9% 6,090 $2.2M
Symmetry Partners, LLC 0.17% Reduce -2.2% 6,049 $2.2M
Bragg Financial Advisors, Inc 0.10% Reduce -1.2% 6,022 $2.2M
Johnson Financial Group, Inc. 0.12% Add +25.9% 6,000 $2.2M
Crown Oak Advisors, LLC 1.21% No change 6,000 $2.2M
Stonegate Investment Group, LLC 0.07% Add +0.1% 5,993 $2.2M
Keudell/Morrison Wealth Management 0.66% Reduce -0.3% 5,972 $2.2M
First National Bank Sioux Falls 1.19% No change 5,970 $2.2M
Richelieu Gestion SA 2.24% Reduce -37.0% 5,958 $2.2M
Eagle Rock Investment Company, LLC 0.40% Add +14.5% 5,925 $2.2M
Farther Finance Advisors, LLC 0.13% Add +11.7% 5,960 $2.2M
Washington Trust Bank 0.21% Add +0.6% 5,912 $2.2M
Slagle Financial, LLC 1.17% Reduce -65.4% 5,891 $2.2M
Duff & Phelps Investment Management Co. 0.03% Add +4.3% 5,883 $2.2M
Intellectus Partners, LLC 0.57% Reduce -4.1% 5,867 $2.1M
Westwood Holdings Group Inc. 0.02% Reduce -21.5% 5,843 $2.1M
Mather Group, Llc. 0.03% Reduce -22.1% 7,236 $2.1M
Benedict Financial Advisors Inc. 0.54% Reduce -0.1% 5,834 $2.1M
&partners 0.29% Add +43.0% 5,825 $2.1M
Insight Wealth Strategies, LLC 0.31% New 5,823 $2.1M
Charles Schwab Trust Co 0.20% Reduce -7.3% 5,822 $2.1M
Spreng Capital Management, Inc. 1.15% Add +0.2% 5,812 $2.1M
Pinnacle Wealth Management, LLC 2.22% Reduce -41.3% 5,809 $2.1M
Rockland Trust Co. 0.11% Reduce -18.6% 5,757 $2.1M
Cottage Street Advisors LLC 1.27% Add +0.7% 5,756 $2.1M
Naviter Wealth, LLC 0.34% Reduce -4.3% 5,754 $2.1M
Lindbrook Capital, LLC 0.20% Add +3.5% 5,736 $2.1M
Pacific Wealth Strategies Group, Inc. 1.75% Add +3.4% 5,721 $2.1M
Mattern Wealth Management LLC 0.51% Add +0.0% 5,700 $2.1M
WBH Advisory Inc. 0.21% Reduce -0.1% 5,684 $2.1M
Csenge Advisory Group 0.12% Reduce -15.2% 5,684 $2.1M
Avidian Wealth Enterprises, LLC 0.11% Add +3.5% 5,661 $2.1M
JT Stratford LLC 0.41% Add +46.0% 5,658 $2.1M
Beaton Management Co. Inc. 1.13% No change 5,653 $2.1M
Nations Financial Group Inc, /Ia/ 0.17% Add +7.5% 5,639 $2.1M
Syon Capital LLC 0.20% Add +2.7% 5,637 $2.1M
Investment House LLC 0.12% No change 5,623 $2.1M
Parkside Financial Bank & Trust 0.33% Add +10.9% 5,606 $2.1M
Shepherd Financial Partners LLC 0.27% Add +0.5% 5,601 $2.1M
CFM Wealth Partners LLC 0.41% Reduce -1.8% 5,588 $2.0M
Pine Valley Investments Ltd Liability Co 0.16% Reduce -6.7% 5,573 $2.0M
Advisors Management Group Inc. 0.50% Reduce -1.2% 5,548 $2.0M
Arkadios Wealth Advisors 0.16% Reduce -5.9% 5,539 $2.0M
Schear Investment Advisers, LLC 1.62% Add +12.8% 5,516 $2.0M
Connecticut Wealth Management, LLC 0.11% Reduce -0.0% 5,501 $2.0M
True North Advisors, LLC 0.56% Reduce -0.0% 5,495 $2.0M
GYL Financial Synergies, LLC 0.16% Add +3.6% 5,484 $2.0M
Curi Capital, LLC 0.05% Reduce -0.2% 5,484 $2.0M
Legacy Capital Group California, Inc. 0.74% Add +49.4% 5,478 $2.0M
Alaethes Wealth, LLC 0.87% Reduce -0.2% 5,443 $2.0M
L. Roy Papp & Associates, LLP 0.24% Reduce -26.9% 5,432 $2.0M
Little House Capital LLC 0.66% Reduce -23.3% 5,420 $2.0M
Indiana Trust & Investment Management Co 0.80% Reduce -1.6% 5,416 $2.0M
Glen Eagle Advisors, LLC 0.38% Add +6.6% 5,407 $2.0M
Cigna Investments Inc. 0.38% Reduce -0.9% 5,401 $2.0M
Brevan Howard Capital Management LP 0.19% Reduce -33.0% 5,391 $2.0M
HM Payson & Co. 0.04% Add +0.0% 5,385 $2.0M
Chilton Capital Management LLC 0.09% Reduce -93.5% 5,380 $2.0M
Strategic Advisors LLC 0.39% Reduce -51.3% 5,377 $2.0M
Sequent Asset Management, LLC 1.04% No change 5,375 $2.0M
Concourse Financial Group Securities, Inc. 0.13% Add +0.0% 5,364 $2.0M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.77% Add +109.1% 5,581 $2.0M
Cladis Investment Advisory, LLC 1.43% Add +1.8% 5,314 $1.9M
Wealth Group, Ltd. 1.46% — 5,292 $1.9M
Guardian Investment Management 1.56% No change 5,287 $1.9M
West Oak Capital, LLC 0.82% Add +16.9% 5,287 $1.9M
ARS Wealth Advisors Group, LLC 0.26% Reduce -0.2% 5,279 $1.9M
BNP Paribas 0.09% — 5,276 $1.9M
Cookson Peirce & Co. Inc. 0.10% Add +0.3% 5,272 $1.9M
Kovack Advisors, Inc. 0.23% Add +1.7% 5,271 $1.9M
Courier Capital LLC 0.14% Reduce -0.5% 5,266 $1.9M
Trust Point Inc. 0.15% Add +1.9% 5,239 $1.9M
Woodmont Investment Counsel LLC 0.16% Add +3.4% 5,219 $1.9M
Accurate Wealth Management, LLC 0.56% Add +0.1% 5,382 $1.9M
Ibex Wealth Advisors 0.52% — 7,960 $1.9M
Exencial Wealth Advisors, LLC 0.07% Reduce -7.8% 5,204 $1.9M
Horizon Investments, LLC 0.05% Add +1.3% 5,218 $1.9M
Allen Wealth Management, LLC 1.68% Reduce -6.8% 5,183 $1.9M
GAMMA Investing LLC 0.38% Add +17.6% 5,156 $1.9M
SOL Capital Management CO 0.24% Reduce -0.6% 5,152 $1.9M
Old Mission Investment Co LLC 0.63% Reduce -1.3% 5,151 $1.9M
Bartlett & Co. Wealth Management LLC 0.03% Add +2.2% 5,148 $1.9M
International Assets Investment Management, LLC 0.20% Add +2.5% 5,180 $1.9M
Garrison Point Advisors, LLC 1.21% Add +0.5% 5,135 $1.9M
Northern Financial Advisors Inc 1.46% Reduce -1.5% 5,119 $1.9M
GPS Wealth Strategies Group, LLC 0.30% Add +4.0% 5,117 $1.9M
Clearstead Advisors, LLC 0.09% Reduce -1.8% 5,223 $1.9M
Great Lakes Retirement, Inc. 0.28% Add +3.7% 5,084 $1.9M
Gilbert & Cook, Inc. 0.25% Add +0.4% 5,078 $1.9M
Garde Capital, Inc. 0.13% Reduce -0.8% 5,076 $1.9M
Wolff Financial Management LLC 0.54% Reduce -0.9% 5,065 $1.9M
FinTrust Capital Advisors, LLC 0.36% Add +15.6% 5,060 $1.9M
Probity Advisors, Inc. 0.38% Reduce -5.6% 5,046 $1.8M
Del-Sette Capital Management, LLC 1.52% New 5,045 $1.8M
Princeton Capital Management LLC 0.67% Reduce -6.0% 5,039 $1.8M
Mengis Capital Management, Inc. 0.29% Add +249.8% 5,027 $1.8M
Ziegler Capital Management, LLC 0.07% Reduce -3.1% 34,109 $1.8M
Motiv8 Investments LLC 1.43% Reduce -2.6% 5,021 $1.8M
DHJJ Financial Advisors, Ltd. 0.81% No change 5,011 $1.8M
Clark Capital Management Group, Inc. 0.01% Reduce -95.8% 5,006 $1.8M
Mitchell Sinkler & Starr 0.46% Add +23.3% 4,980 $1.8M
Sonora Investment Management Group, LLC 0.14% Reduce -2.2% 4,977 $1.8M
Opes Wealth Management LLC 0.42% Add +7.0% 4,976 $1.8M
PFG Investments, LLC 0.11% New 4,958 $1.8M
Concord Asset Management, LLC 0.48% Add +10.9% 4,956 $1.8M
Emprise Bank 1.21% — 4,920 $1.8M
Wealthspire Advisors, LLC 0.02% Reduce -8.5% 4,884 $1.8M
Essex Bank 0.52% No change 6,052 $1.8M
Boston Family Office LLC 0.13% No change 4,881 $1.8M
Douglas Lane & Associates, LLC 0.03% Reduce -6.6% 4,877 $1.8M
Pinnacle West Asset Management, Inc. 1.42% Reduce -0.3% 4,875 $1.8M
Schechter Investment Advisors, LLC 0.13% Reduce -10.9% 4,859 $1.8M
Diamant Asset Management, Inc. 1.24% Reduce -1.6% 4,858 $1.8M
Jones Financial Companies LLLP 0.00% Add +83.4% 4,836 $1.8M
Redwood Investment Management, LLC 0.17% Add +512.9% 4,830 $1.8M
Optimum Investment Advisors 0.81% Add +1.5% 4,808 $1.8M
Journey Advisory Group, LLC 0.22% Add +20.7% 4,806 $1.8M
Intrua Financial, LLC 0.27% Add +31.2% 4,793 $1.8M
Transamerica Financial Advisors, LLC 0.18% Add +16.1% 4,791 $1.8M
Beacon Investment Advisors LLC 1.00% Add +5.7% 4,790 $1.8M
G&S Capital LLC 0.78% Reduce -56.2% 4,785 $1.8M
Tanglewood Legacy Advisors, LLC 0.86% No change 4,785 $1.8M
Capital Investment Advisory Services, LLC 0.19% Add +5.8% 4,773 $1.7M
Clarius Group, LLC 0.12% Reduce -8.9% 4,758 $1.7M
IPG Investment Advisors LLC 0.38% Reduce -53.4% 4,757 $1.7M
Institute for Wealth Management, LLC. 0.23% Reduce -6.5% 4,754 $1.7M
Moody National Bank Trust Division 0.14% Reduce -0.2% 4,749 $1.7M
Cypress Capital Group 0.21% Reduce -0.5% 4,746 $1.7M
Counterweight Ventures, LLC 1.40% New 4,739 $1.7M
XML Financial, LLC 0.18% Reduce -31.0% 4,730 $1.7M
Eldridge Investment Advisors, Inc. 0.44% No change 4,730 $1.7M
Waldron Private Wealth LLC 0.08% Add +5.0% 4,722 $1.7M
Cooper Financial Group 0.28% Add +9.5% 4,722 $1.7M
Aaron Wealth Advisors LLC 0.25% Add +6.2% 4,721 $1.7M
Tower Bridge Advisors 0.18% Reduce -2.9% 4,705 $1.7M
Portside Wealth Group, LLC 0.32% Add +24.1% 4,698 $1.7M
Sargent Investment Group, LLC 0.38% Reduce -36.5% 4,694 $1.7M
Diligent Investors, LLC 0.43% Reduce -0.7% 4,684 $1.7M
Farmers Trust Co. 0.34% Add +4.1% 4,675 $1.7M
Linden Thomas Advisory Services, LLC 0.28% New 4,674 $1.7M
Composition Wealth, LLC 0.04% Add +7.7% 4,667 $1.7M
First County Bank 0.83% Reduce -6.9% 4,650 $1.7M
Xcel Wealth Management, LLC 0.54% Reduce -7.9% 4,649 $1.7M
Ingalls & Snyder LLC 0.08% Reduce -4.2% 4,645 $1.7M
Genus Capital Management Inc. 0.22% — 4,639 $1.7M
Flaharty Asset Management, LLC 0.25% Reduce -1.3% 4,637 $1.7M
Cobblestone Capital Advisors LLC 0.11% Add +2.2% 4,626 $1.7M
Silverlake Wealth Management LLC 0.86% Reduce -2.4% 4,612 $1.7M
Blue Chip Partners, LLC 0.16% Reduce -1.4% 4,610 $1.7M
Lake Street Private Wealth, LLC 0.23% Add +14.2% 4,584 $1.7M
SevenBridge Financial Group, LLC 0.38% Reduce -13.7% 4,964 $1.7M
Allen Capital Group, LLC 0.24% Add +3.4% 4,557 $1.7M
Strategic Investment Advisors / MI 0.21% Reduce -27.6% 4,525 $1.7M
Aureus Asset Management, LLC 0.11% Add +2.6% 4,522 $1.7M
Westhampton Capital, LLC 0.90% No change 4,510 $1.7M
Flputnam Investment Management Co. 0.04% Add +9.8% 4,506 $1.7M
Norway Savings Bank 0.69% Add +0.5% 4,502 $1.6M
Widmann Financial Services, Inc. 1.39% Reduce -3.0% 4,502 $1.6M
Bahl & Gaynor LLC 0.01% Add +0.6% 4,497 $1.6M
High Falls Advisors, Inc 0.41% Add +0.1% 4,488 $1.6M
Cornerstone Wealth Group, LLC 0.15% Add +290.6% 4,484 $1.6M
Total Clarity Wealth Management, Inc. 0.57% Reduce -1.2% 4,476 $1.6M
WASHINGTON TRUST Co 0.06% Add +4.2% 4,452 $1.6M
Charter Research & Investment Group, Inc. 1.29% Reduce -6.0% 4,450 $1.6M
Mittelman Wealth Management 1.10% — 4,443 $1.6M
Legacy Advisors, LLC 0.20% Reduce -21.5% 4,426 $1.6M
Paloma Partners Management Co 0.34% New 4,416 $1.6M
Trustmark Bank Trust Department 0.13% Add +18.8% 4,409 $1.6M
Baker Tilly Wealth Management, LLC 0.29% Reduce -6.6% 4,404 $1.6M
Biltmore Family Office, LLC 0.32% No change 4,398 $1.6M
Woodward Diversified Capital, LLC 1.00% Add +4.4% 4,394 $1.6M
Northwest Quadrant Wealth Management, LLC 0.39% Add +0.3% 4,391 $1.6M
Strategic Blueprint, LLC 0.11% Add +0.4% 4,390 $1.6M
Woodard & Co. Asset Management Group Inc. 0.43% Add +6.9% 4,384 $1.6M
Am Investment Strategies LLC 0.41% No change 4,383 $1.6M
Realta Investment Advisors 0.33% Reduce -5.0% 4,374 $1.6M
Vivid Wealth Management, LLC 1.00% Reduce -3.1% 4,370 $1.6M
Quintet Private Bank (Europe) S.A. 0.07% Add +407.1% 3,813 $1.6M
CRA Financial Services, LLC 0.35% Add +12.9% 4,368 $1.6M
Argus Investors' Counsel, Inc. 0.98% Reduce -34.0% 4,355 $1.6M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.63% Reduce -6.1% 4,351 $1.6M
Point Windward Advisors Inc. 0.66% Add +2.4% 4,350 $1.6M
Iron Gate Global Advisors LLC 0.29% Add +0.1% 4,350 $1.6M
RS Crum Inc. 0.43% Reduce -2.4% 4,325 $1.6M
TRUE Private Wealth Advisors 0.18% Reduce -0.2% 4,302 $1.6M
Sit Investment Associates Inc. 0.04% No change 4,300 $1.6M
Byrne Asset Management LLC 1.28% Reduce -3.2% 4,292 $1.6M
Vinland Capital Management Gestora de Recursos LTDA. 1.30% New 4,277 $1.6M
Amarillo National Bank 0.29% Reduce -15.8% 4,267 $1.6M
Acorn Wealth Advisors, LLC 0.82% Add +7.6% 4,264 $1.6M
Crawford Investment Counsel Inc. 0.03% Add +13.8% 4,259 $1.6M
Delta Investment Management, LLC 0.35% Reduce -0.4% 4,252 $1.6M
Catalyst Financial Partners LLC 0.40% Add +0.9% 4,332 $1.6M
Raleigh Capital Management Inc. 0.67% Add +5.3% 4,234 $1.6M
Donoghue Forlines LLC 0.44% Reduce -15.4% 4,218 $1.5M
Solstein Capital, LLC 1.07% No change 4,214 $1.5M
Kowal Investment Group, LLC 0.33% Add +3.0% 4,212 $1.5M
Cardiff Park Advisors, LLC 0.15% Add +0.4% 4,208 $1.5M
Norwood Financial Corp 2.22% Add +1.4% 4,204 $1.5M
Werlinich Asset Management, LLC 1.00% No change 4,217 $1.5M
Roman Butler Fullerton & Co. 0.58% Add +2.0% 4,290 $1.5M
Eastern Bank 0.06% Reduce -4.5% 4,180 $1.5M
First Manhattan Co. Llc. 0.00% Add +2.7% 4,129 $1.5M
Smithfield Trust Co 0.08% Reduce -2.2% 4,147 $1.5M
Southeast Asset Advisors, LLC 0.18% Add +0.1% 4,142 $1.5M
BBR Partners, LLC 0.12% New 4,132 $1.5M
IVC Wealth Advisors LLC 0.87% Add +3.2% 4,131 $1.5M
WD Rutherford LLC 0.78% Reduce -1.6% 4,130 $1.5M
Mayflower Financial Advisors, LLC 0.25% Add +1.9% 4,126 $1.5M
Live Oak Private Wealth LLC 0.26% No change 4,081 $1.5M
Lantz Financial LLC 0.48% Reduce -0.3% 4,065 $1.5M
K.J. Harrison & Partners Inc 0.23% Add +1.1% 4,044 $1.5M
Birch Hill Investment Advisors LLC 0.07% Reduce -3.9% 4,044 $1.5M
ZWJ Investment Counsel Inc. 0.07% Add +1.5% 4,043 $1.5M
Evernest Financial Advisors, LLC 0.70% Add +8.5% 4,163 $1.5M
Bluespring Wealth Management, LLC 0.16% Reduce -0.9% 4,008 $1.5M
Western Wealth Management, LLC 0.11% Reduce -39.6% 4,005 $1.5M
9258 Wealth Management, LLC 0.23% Add +4.3% 4,002 $1.5M
Saybrook Capital 0.39% No change 4,000 $1.5M
Viking Fund Management LLC 0.27% Reduce -11.1% 4,000 $1.5M
IFP Advisors, Inc 0.06% Reduce -29.4% 4,001 $1.5M
Moneco Advisors, LLC 0.23% Add +42.9% 3,998 $1.5M
Stratos Wealth Advisors, LLC 0.09% Reduce -8.6% 3,988 $1.5M
Cornerstone Wealth Management, LLC 0.12% Add +13.6% 3,984 $1.5M
IAM Advisory, LLC 0.40% Add +1.1% 3,984 $1.5M
Security National Bank 0.22% Add +2.6% 3,983 $1.5M
Cim Investment Management Inc. 0.43% No change 3,978 $1.5M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 3,966 $1.5M
Grey Street Capital, LLC 0.20% New 3,966 $1.5M
City State Bank 0.64% Reduce -0.5% 3,959 $1.5M
First Citizens Bank & Trust Co. 0.03% Reduce -68.6% 3,959 $1.5M
Quad-Cities Investment Group, LLC 0.85% Add +0.1% 3,957 $1.4M
Elevate Wealth Advisory, Inc. 1.26% Reduce -4.5% 3,949 $1.4M
Shell Asset Management Co. 0.07% Add +48.4% 4,343 $1.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.17% New 3,941 $1.4M
Patten & Patten Inc. 0.10% Reduce -9.2% 3,913 $1.4M
Nicolet Advisory Services, LLC 0.15% Add +17.3% 3,850 $1.4M
Creegan & Nassoura Financial Group, LLC 0.96% Reduce -0.6% 3,905 $1.4M
Pinnacle Wealth Planning Services, Inc. 0.21% Add +0.8% 3,893 $1.4M
HCR Wealth Advisors 0.22% Add +5.4% 3,878 $1.4M
Granite Investment Partners, LLC 0.05% Add +35.0% 3,876 $1.4M
Sunbelt Securities, Inc. 0.16% Add +4.1% 3,874 $1.4M
First Foundation Advisors 0.06% Add +4.8% 3,861 $1.4M
Flagship Harbor Advisors, LLC 0.09% Reduce -2.5% 3,816 $1.4M
First Citizens Financial Corp 0.83% Add +0.1% 3,798 $1.4M
Cyndeo Wealth Partners, LLC 0.12% Add +17.6% 3,791 $1.4M
Confluence Wealth Services, Inc. 0.12% Reduce -12.0% 3,785 $1.4M
Everett Harris & Co. 0.02% Add +7.0% 3,780 $1.4M
Oak Harvest Investment Services 0.23% Reduce -1.6% 3,756 $1.4M
McGlone Suttner Wealth Management, Inc. 0.26% Add +17.4% 3,737 $1.4M
Regal Investment Advisors LLC 0.09% Reduce -2.3% 3,737 $1.4M
Inscription Capital, LLC 0.23% Add +33.4% 3,732 $1.4M
Freedom Investment Management, Inc. 0.11% Add +5.8% 3,726 $1.4M
US Asset Management LLC 1.23% Reduce -1.1% 3,724 $1.4M
Circle Wealth Management, LLC 0.03% Add +0.1% 3,718 $1.4M
Rodgers Brothers Inc. 0.19% No change 3,710 $1.4M
EverSource Wealth Advisors, LLC 0.11% Add +71.7% 4,063 $1.4M
WINTON GROUP Ltd 0.10% New 3,707 $1.4M
Missouri Trust & Investment Co 0.52% Add +9.6% 3,704 $1.4M
Lantern Wealth Advisors, LLC 0.95% Add +0.1% 3,704 $1.4M
Paradigm Asset Management Co. LLC 0.34% No change 3,700 $1.4M
Patrick M Sweeney & Associates, Inc. 1.11% Add +2.4% 3,693 $1.4M
Berger Financial Group, Inc 0.11% Add +88.8% 3,686 $1.4M
Marble Harbor Investment Counsel, LLC 0.16% No change 3,682 $1.3M
Ostrum Asset Management 0.11% No change 3,671 $1.3M
Rooted Wealth Advisors, Inc. 0.66% Reduce -0.9% 3,687 $1.3M
Founders Financial Securities LLC 0.14% Add +2.7% 3,669 $1.3M
Investment Partners, LTD. 0.61% Add +0.1% 3,648 $1.3M
Leo Wealth, LLC 0.14% Add +0.6% 3,669 $1.3M
Cynosure Group, LLC 0.24% Reduce -54.5% 3,635 $1.3M
Souders Financial Advisors 0.21% Add +2.8% 3,628 $1.3M
Rehmann Capital Advisory Group 0.10% Add +4.5% 3,618 $1.3M
High Net Worth Advisory Group LLC 0.42% Add +7.1% 3,617 $1.3M
Pinnacle Wealth Management Advisory Group, LLC 0.14% Add +1.4% 3,603 $1.3M
Thomasville National Bank 0.11% Add +0.5% 3,603 $1.3M
Retirement Guys Formula LLC 0.64% Reduce -5.9% 3,598 $1.3M
Gateway Wealth Partners, LLC 0.47% Reduce -1.3% 3,584 $1.3M
J. W. Coons Advisors, LLC 0.23% No change 3,580 $1.3M
Nwam LLC 0.11% Reduce -10.7% 3,774 $1.3M
Covenant Asset Management, LLC 0.32% Add +1.5% 3,554 $1.3M
Fiduciary Family Office, LLC 0.51% Add +16.2% 3,550 $1.3M
Boston Research & Management Inc. 0.32% No change 3,542 $1.3M
HHM Wealth Advisors, LLC 0.21% No change 3,538 $1.3M
Fairview Capital Investment Management, LLC 0.07% Reduce -2.8% 3,528 $1.3M
Fort Pitt Capital Group, LLC 0.04% Reduce -4.0% 3,526 $1.3M
SS&H Financial Advisors, Inc. 0.54% No change 3,525 $1.3M
Pathway Financial Advisors LLC 0.35% No change 3,523 $1.3M
Steigerwald, Gordon & Koch Inc. 0.16% Add +0.5% 3,522 $1.3M
Wealth Architects, LLC 0.17% Add +0.2% 3,521 $1.3M
Montis Financial, LLC 0.61% Reduce -14.0% 3,521 $1.3M
Certuity, LLC 0.11% Reduce -18.2% 3,516 $1.3M
Advisor OS, LLC 0.15% Add +62.3% 3,515 $1.3M
1900 Wealth Management LLC 0.12% Reduce -5.1% 3,506 $1.3M
Itau Unibanco Holding S.A. 0.06% New 3,504 $1.3M
Dumont & Blake Investment Advisors LLC 0.37% Add +0.1% 3,503 $1.3M
Wealthspan Partners, LLC 0.76% Add +28.1% 3,498 $1.3M
TKG Advisors, LLC 0.71% Reduce -57.4% 3,491 $1.3M
Advisory Alpha, LLC 0.05% Reduce -10.3% 3,486 $1.3M
Stonehage Fleming Financial Services Holdings Ltd 0.08% Add +100.4% 5,580 $1.3M
Lakewood Asset Management LLC 0.87% Add +28.2% 3,478 $1.3M
Pitcairn Co. 0.08% Add +6.4% 3,468 $1.3M
Belpointe Asset Management LLC 0.10% Add +20.5% 3,467 $1.3M
Mango Five Family, Inc. 0.42% No change 3,465 $1.3M
Savoie Capital LLC 0.18% New 3,465 $1.3M
Wrapmanager Inc. 0.35% Add +61.9% 3,461 $1.3M
McKinley Capital Management LLC 0.15% Reduce -4.2% 3,459 $1.3M
DMC Group, LLC 1.09% Reduce -1.3% 3,455 $1.3M
PFC Capital Group, Inc. 0.68% Add +3.8% 3,457 $1.3M
Keynote Financial Services LLC 1.07% — 3,449 $1.3M
Tiemann Investment Advisors, LLC 0.56% Add +0.3% 3,437 $1.3M
First Heartland Consultants, Inc. 0.13% Add +3.3% 3,437 $1.3M
Vanguard Capital Wealth Advisors 0.89% Add +6.6% 3,434 $1.3M
Maverick Capital 0.02% New 3,425 $1.3M
Davis R M Inc. 0.03% Reduce -2.4% 3,407 $1.2M
RFP Financial Group LLC 0.49% Reduce -5.2% 3,408 $1.2M
Telos Capital Management, Inc. 0.14% Reduce -1.6% 3,405 $1.2M
Founders Financial Alliance, LLC 0.37% Add +70.6% 3,399 $1.2M
Alexander Labrunerie & Co., Inc. 0.71% — 3,393 $1.2M
Stratos Investment Management, LLC 0.12% Add +4.7% 3,392 $1.2M
JFS Wealth Advisors, LLC 0.10% Reduce -0.5% 3,392 $1.2M
CIC Wealth, LLC 0.36% Reduce -0.3% 3,386 $1.2M
Wealth Quarterback LLC 0.69% Reduce -3.9% 3,382 $1.2M
First Financial Bankshares Inc 0.03% Add +61.3% 3,379 $1.2M
Avior Wealth Management, LLC 0.06% Add +43.8% 3,363 $1.2M
Atwood & Palmer Inc. 0.09% No change 3,358 $1.2M
Evergreen Capital Management LLC 0.05% Add +4.4% 3,335 $1.2M
AA Financial Advisors, LLC 0.49% New 3,333 $1.2M
Hartline Investment Corp./ 0.21% Add +386.8% 3,325 $1.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.21% Reduce -11.2% 3,325 $1.2M
Security Financial Services, INC. 0.27% Add +0.2% 3,316 $1.2M
Allegheny Financial Group 0.37% Add +16.0% 3,312 $1.2M
Edge Capital Group, LLC 0.06% Reduce -2.6% 3,300 $1.2M
Nicolet Bankshares Inc. 0.25% Reduce -0.2% 3,284 $1.2M
LexAurum Advisors, LLC 0.31% Reduce -19.6% 3,284 $1.2M
Mendel Money Management 0.56% Add +0.3% 3,277 $1.2M
Magnus Financial Group LLC 0.14% Add +3.6% 3,270 $1.2M
Wolverine Trading, LLC 0.01% Reduce -84.9% 3,266 $1.2M
Wealth Management Partners, LLC 0.61% Reduce -8.9% 3,258 $1.2M
Taurus Asset Management, LLC 0.12% Reduce -8.4% 3,258 $1.2M
Birinyi Associates Inc. 0.39% No change 3,250 $1.2M
Traphagen Investment Advisors LLC 0.13% Add +0.1% 3,249 $1.2M
CORDA Investment Management, LLC. 0.09% New 3,243 $1.2M
Montecito Bank & Trust 0.24% Add +2.6% 3,235 $1.2M
Auxier Asset Management LLC 0.18% No change 3,230 $1.2M
Aspen Investment Management Inc 0.60% Reduce -7.2% 3,228 $1.2M
Rossmore Private Capital 0.15% Add +0.9% 3,221 $1.2M
Wealth Effects LLC 0.43% Add +0.0% 3,209 $1.2M
Colonial Trust Co / SC 0.22% Add +1.1% 3,188 $1.2M
King Wealth Management Group 0.20% Add +1.5% 3,187 $1.2M
WealthTrust Asset Management, LLC 0.89% Reduce -4.9% 3,181 $1.2M
Eudaimonia Partners, LLC 0.28% Reduce -2.1% 3,180 $1.2M
CNB Bank 0.57% Reduce -3.6% 3,174 $1.2M
Gleason Group, Inc. 0.24% Reduce -7.0% 3,172 $1.2M
Provenance Wealth Advisors, LLC 0.16% Add +0.8% 3,168 $1.2M
SignalPoint Asset Management, LLC 0.32% Add +0.1% 3,168 $1.2M
Guerra Pan Advisors, LLC 1.07% Add +19.4% 3,164 $1.2M
Venturi Wealth Management, LLC 0.07% Add +365.4% 3,160 $1.2M
180 Wealth Advisors, LLC 0.21% Add +38.9% 3,151 $1.2M
Puzo Michael J 0.32% Reduce -7.3% 3,150 $1.2M
Summit Financial Group, Inc. 0.41% Reduce -6.3% 3,142 $1.2M
Mitchell Capital Management Co. 0.22% Reduce -4.6% 3,141 $1.2M
Washburn Capital Management, Inc. 0.85% Add +13.4% 3,137 $1.1M
Menard Financial Group LLC 0.96% Reduce -9.2% 3,123 $1.1M
Hilltop Holdings Inc. 0.13% Reduce -11.3% 3,109 $1.1M
Costello Asset Management, INC 0.81% Reduce -13.3% 3,108 $1.1M
Sawgrass Asset Management LLC 0.12% Add +3.3% 3,100 $1.1M
Means Investment Co., Inc. 0.15% Add +1.3% 3,096 $1.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Reduce -0.0% 3,090 $1.1M
TD Private Client Wealth LLC 0.04% Reduce -22.8% 3,084 $1.1M
Rogco, LP 0.46% Add +2.8% 3,083 $1.1M
Gray Wealth Management Inc. 0.50% Reduce -1.8% 3,080 $1.1M
Visionary Wealth Advisors 0.08% Reduce -6.6% 3,079 $1.1M
WMS Partners, LLC 0.08% Add +1.9% 3,078 $1.1M
ICA Group Wealth Management, LLC 0.23% Reduce -1.9% 3,075 $1.1M
Concentric Wealth Management, LLC 0.30% Reduce -2.4% 3,075 $1.1M
Benin Management CORP 0.35% Add +0.6% 3,048 $1.1M
Bison Wealth, LLC 0.18% Reduce -0.7% 3,045 $1.1M
Uncommon Cents Investing LLC 0.34% Reduce -1.0% 3,040 $1.1M
Bath Savings Trust Co 0.12% Reduce -1.4% 3,039 $1.1M
Benjamin Edwards Inc. 0.22% Reduce -9.9% 3,038 $1.1M
Wilkins Investment Counsel Inc. 0.16% New 3,035 $1.1M
Wbi Investments, LLC 0.23% New 3,029 $1.1M
Mechanics Financial Corp 0.57% No change 3,016 $1.1M
Saxon Interests, Inc. 0.53% Add +323.9% 3,010 $1.1M
Geller Advisors LLC 0.09% Reduce -1.1% 3,006 $1.1M
Texas Yale Capital Corp. 0.05% Add +1.7% 3,003 $1.1M
Supplemental Annuity Collective Trust of NJ 0.34% No change 3,000 $1.1M
Threadgill Financial, LLC 0.49% Add +0.2% 2,987 $1.1M
Farmers National Bank 0.33% Reduce -6.1% 2,982 $1.1M
Martingale Asset Management L P 0.02% Reduce -20.7% 2,980 $1.1M
Mainstay Capital Management LLC 0.21% Reduce -12.0% 2,979 $1.1M
Legacy Wealth Asset Management, LLC 0.30% Reduce -3.7% 2,975 $1.1M
Morse Asset Management, Inc 0.28% Add +4.4% 2,974 $1.1M
CMG Global Holdings, LLC 0.75% No change 2,968 $1.1M
Natixis 0.01% Reduce -89.4% 2,964 $1.1M
Aspire Private Capital, LLC 0.29% Add +10.9% 2,959 $1.1M
Hazlett, Burt & Watson, Inc. 0.65% Reduce -1.6% 2,952 $1.1M
KLCM Advisors, Inc. 0.14% Reduce -3.4% 2,944 $1.1M
Harfst & Associates, Inc. 0.26% Reduce -0.4% 2,941 $1.1M
CVA Family Office, LLC 0.19% Add +1.8% 2,934 $1.1M
Manchester Capital Management LLC 0.13% Add +1.6% 2,933 $1.1M
FCG Investment Co 0.86% Reduce -27.0% 2,927 $1.1M
Well Done, LLC 0.21% Add +9.0% 2,926 $1.1M
Peoples Financial Services Corp. 0.46% Reduce -11.8% 2,919 $1.1M
Veracity Capital LLC 0.42% Reduce -18.4% 2,917 $1.1M
SouthState Bank Corp 0.08% Reduce -19.3% 2,916 $1.1M
Transcend Capital Advisors, LLC 0.09% Reduce -4.1% 2,909 $1.1M
Berkshire Asset Management LLC 0.06% Reduce -9.2% 2,908 $1.1M
Clarus Wealth Advisors 0.60% Reduce -5.1% 2,849 $1.1M
Aspiriant, LLC 0.04% Reduce -1.4% 2,889 $1.1M
Carnegie Investment Counsel 0.03% Reduce -4.2% 2,890 $1.1M
Toth Financial Advisory Corp. 0.13% Reduce -4.6% 2,877 $1.1M
Washington Trust Advisors, Inc. 0.10% Reduce -12.6% 2,871 $1.1M
Ironwood Investment Counsel, LLC 0.18% Add +0.0% 2,868 $1.1M
Vectors Research Management, LLC 0.30% Reduce -6.0% 2,867 $1.1M
Somerville Kurt F 0.18% No change 2,860 $1.0M
Archer Investment Corp 0.32% Reduce -4.9% 2,855 $1.0M
Fort Sheridan Advisors LLC 0.20% Add +4.5% 2,854 $1.0M
Carson Advisory Inc. 0.74% Add +0.1% 2,853 $1.0M
Ballast Advisors LLC 0.35% Reduce -6.8% 2,850 $1.0M
Compass Ion Advisors, LLC 0.15% Add +0.0% 2,839 $1.0M
Accredited Investors Inc. 0.07% Reduce -1.8% 2,839 $1.0M
Allen Mooney & Barnes Investment Advisors LLC 0.20% Add +0.1% 2,792 $1.0M
Texas Capital Bancshares Inc 0.47% Reduce -28.4% 2,833 $1.0M
Ballast, Inc. 0.33% Add +0.1% 2,829 $1.0M
Capstone Financial Advisors, Inc. 0.07% Add +1.3% 2,824 $1.0M
Valmark Advisers, Inc. 0.02% Add +15.9% 2,823 $1.0M
1858 Wealth Management, LLC 0.98% No change 3,498 $1.0M
Hancock Whitney Corp. 0.04% Reduce -5.7% 2,801 $1.0M
Clarus Group, Inc. 0.72% Reduce -0.8% 2,801 $1.0M
Peavine Capital, LLC 0.26% No change 2,800 $1.0M
Rothschild Wealth LLC 0.36% — 2,796 $1.0M
Everhart Financial Group, Inc. 0.30% Add +66.4% 2,789 $1.0M
RDA Financial Network 0.35% Add +7.1% 2,788 $1.0M
Sittner & Nelson, LLC 0.51% Reduce -16.3% 2,785 $1.0M
Capital Advisors Inc. 0.02% Add +8.0% 2,785 $1.0M
First Command Advisory Services, Inc. 0.01% Reduce -3.6% 2,786 $1.0M
Girard Partners LTD. 0.10% Reduce -4.5% 2,780 $1.0M
Abacus Planning Group, Inc. 0.20% Reduce -3.0% 2,768 $1.0M
Patriot Investment Management Group, Inc. 0.08% Reduce -0.5% 2,763 $1.0M
Financial Management Network Inc. 0.26% Reduce -4.6% 2,736 $1.0M
Bill Few Associates, Inc. 0.41% Add +8.3% 2,759 $1.0M
Heartwood Wealth Advisors LLC 0.12% Add +1.9% 2,754 $1.0M
Disciplined Equity Management, Inc. 0.67% Reduce -2.1% 2,750 $1.0M
Key Financial Inc 0.26% No change 2,742 $1.0M
Drive Wealth Management, LLC 0.28% Add +5.2% 2,736 $1.0M
Eagle Bluffs Wealth Management LLC 0.62% No change 2,734 $1.0M
Joel Isaacson & Co., LLC 0.05% Add +0.0% 2,733 $1.0M
CX Institutional 0.05% Reduce -4.5% 2,731 $1.0M
Prosperitas Financial LLC 0.64% Reduce -3.8% 2,723 $998K
Nvwm, LLC 0.27% Reduce -8.6% 2,717 $996K
Wealth Alliance Advisory Group, LLC 0.23% Add +295.9% 2,712 $994K
Cahill Financial Advisors Inc. 0.14% Reduce -16.3% 2,705 $991K
Waycross Partners, LLC 0.17% No change 2,700 $989K
HUB Investment Partners, LLC 0.05% Add +10.0% 2,692 $986K
ABN AMRO Bank N.V. 0.01% Reduce -38.3% 2,692 $986K
LVW Advisors, LLC 0.17% Add +52.9% 2,687 $985K
Epoch Investment Partners, Inc. 0.00% Reduce -4.0% 2,686 $984K
Redwood Wealth Management Group, LLC 1.04% Reduce -11.4% 2,676 $981K
Sentry Investment Management LLC 0.38% No change 2,675 $980K
Ancora Advisors LLC 0.02% No change 2,660 $975K
Marcum Wealth, LLC 0.10% Reduce -17.2% 2,660 $975K
Quadcap Wealth Management, LLC 0.22% Reduce -7.0% 2,652 $972K
Sompo Asset Management Co., Ltd. 0.16% Add +6.4% 2,650 $971K
GeoWealth Management, LLC 0.04% Reduce -44.1% 2,648 $970K
Van Strum & Towne Inc. 0.35% Add +8.2% 2,645 $969K
Klingenstein Fields & Co. LP 0.04% Reduce -2.2% 2,643 $968K
Astoria Portfolio Advisors LLC. 0.37% Reduce -1.1% 2,660 $968K
Cidel Asset Management Inc. 0.07% Reduce -1.9% 2,638 $967K
Prestige Wealth Management Group LLC 0.21% Reduce -0.1% 2,632 $964K
Fortem Financial Group, LLC 0.42% Reduce -14.6% 2,630 $964K
Brooklyn Investment Group 0.41% Add +1.7% 2,649 $964K
Windsor Capital Management, LLC 0.30% Reduce -1.8% 2,627 $962K
Stiles Financial Services Inc 0.38% Reduce -1.6% 2,621 $960K
Virtus Advisers, LLC 0.51% Add +11.0% 2,621 $960K
Adell Harriman & Carpenter Inc. 0.08% Reduce -9.9% 2,620 $960K
Quadrant Private Wealth Management, LLC 0.24% Add +0.8% 2,620 $960K
Orange Investment Advisors, Inc. 0.11% Reduce -17.5% 2,609 $956K
Hilltop National Bank 0.32% — 2,605 $955K
Ted Buchan & Co 0.59% Reduce -1.8% 2,602 $953K
Verus Capital Partners, LLC 0.11% Reduce -0.2% 2,597 $952K
BTG Pactual Global Asset Management Ltd 0.30% New 2,592 $950K
Pine Haven Investment Counsel, Inc 0.83% Reduce -1.0% 2,590 $949K
Northstar Group, Inc. 0.19% Reduce -2.3% 2,586 $948K
KKM Financial LLC 0.46% Add +36.8% 2,575 $944K
Westmount Partners, LLC 0.34% Reduce -1.9% 2,573 $943K
White Lighthouse Investment Management Inc. 0.19% No change 2,571 $942K
Palumbo Wealth Management LLC 0.42% Reduce -2.3% 2,570 $942K
Titleist Asset Management, LLC 0.16% Reduce -22.6% 2,564 $940K
Nabity-Jensen Investment Management Inc 0.77% No change 2,564 $940K
BOS Asset Management, LLC 0.49% No change 2,563 $939K
Heck Capital Advisors, LLC 0.14% Add +0.1% 2,562 $939K
Heritage Wealth Advisors 0.04% No change 2,556 $937K
Woodstock Corp. 0.10% No change 2,555 $936K
Horizon Wealth Management, LLC 0.24% Reduce -5.1% 2,537 $930K
Bridges Investment Management Inc. 0.03% Reduce -44.1% 2,535 $929K
Diversify Advisory Services, LLC 0.05% — 2,547 $926K
CI Investments Inc. 0.00% Add +22.1% 2,517 $922K
Shelton Wealth Management, LLC 0.58% Add +36.4% 2,512 $921K
BlueSky Wealth Advisors, LLC 0.72% Add +3.8% 2,506 $918K
Sippican Capital Advisors 0.71% No change 2,500 $916K
Slocum, Gordon & Co LLP 0.68% No change 2,500 $916K
Kercheville Advisors, LLC 0.43% No change 2,500 $916K
Lion Street Advisors, LLC 0.37% No change 3,093 $915K
Harbor Investment Advisory, LLC 0.10% Add +12.3% 2,495 $914K
Cape Cod Five Cents Savings Bank 0.09% Reduce -2.3% 2,490 $912K
Stonebridge Capital Advisors LLC 0.08% Add +0.5% 2,490 $912K
Wayfinding Financial, LLC 0.53% Reduce -0.7% 2,647 $911K
United Asset Strategies, Inc. 0.09% Reduce -10.8% 2,480 $909K
Seelaus Asset Management LLC 0.93% No change 2,478 $908K
CHICAGO TRUST Co NA 0.19% Add +31.1% 2,478 $908K
Fiducient Advisors LLC 0.18% Add +2.4% 2,477 $908K
Centaurus Financial, Inc. 0.06% Reduce -5.5% 2,472 $906K
RE Dickinson Investment Advisors, LLC 0.57% Add +9.6% 2,467 $904K
Hamel Associates, Inc. 0.29% No change 2,465 $903K
Carret Asset Management, LLC 0.11% No change 2,460 $901K
NewEdge Wealth, LLC 0.02% Add +110.6% 2,679 $899K
Polymer Capital Management (HK) LTD 0.23% New 2,450 $898K
Stableford Capital II LLC 0.36% New 2,445 $896K
TBH Global Asset Management, LLC 0.18% Add +2.8% 2,445 $896K
Trillium Asset Management, LLC 0.02% No change 2,434 $892K
Hunter Associates Investment Management LLC 0.15% Add +0.0% 2,427 $887K
Premier Path Wealth Partners, LLC 0.17% Add +16.5% 2,412 $884K
E&G Advisors, LLC 0.28% Add +0.5% 2,412 $884K
Claris Advisors, LLC / Mo / 0.45% Add +4.1% 2,410 $883K
Executive Wealth Management, LLC 0.08% Add +1.4% 2,419 $880K
Wimmer Associates 1, LLC 0.46% No change 2,385 $874K
Keel Point, LLC 0.09% Reduce -5.6% 2,384 $874K
Worth Financial Advisory Group, LLC 0.60% Add +1.2% 2,383 $873K
Brown, Lisle/Cummings, Inc. 0.30% No change 2,375 $870K
Deseret Mutual Benefit Administrators 0.43% Add +7.5% 2,362 $866K
Marietta Investment Partners LLC 0.19% Reduce -12.1% 2,357 $864K
Mechanics Bank Trust Department 0.13% Reduce -2.0% 2,353 $862K
RMR Wealth Builders 0.10% Add +0.9% 2,352 $862K
W Advisors, LLC 0.59% No change 2,344 $859K
AdvisorNet Financial, Inc 0.08% Reduce -29.2% 2,343 $859K
Grandview Asset Management LLC 0.39% Reduce -1.9% 2,337 $857K
Arbor Wealth Advisors LLC 0.81% No change 2,337 $856K
LCNB Corp. 0.31% Add +0.9% 2,334 $855K
Sage Mountain Advisors LLC 0.09% Add +48.5% 2,333 $855K
Capital Planning Advisors, LLC 0.15% Add +1.1% 2,332 $855K
Retirement Planning Co of New England, Inc. 0.47% Reduce -65.5% 2,330 $854K
Greenwich Wealth Management LLC 0.07% Reduce -4.5% 2,327 $853K
RNC Capital Management LLC 0.05% Reduce -6.0% 2,327 $853K
Tompkins Financial Corp. 0.10% Reduce -7.2% 2,325 $852K
Zega Financial, LLC 0.37% Reduce -40.6% 2,317 $849K
Abn Amro Investment Solutions 0.01% Reduce -26.0% 2,316 $849K
RiverFront Investment Group, LLC 0.02% Reduce -96.2% 2,311 $847K
Fox Hill Wealth Management 0.57% Add +16.7% 2,308 $846K
Atlanta Consulting Group Advisors, LLC 0.29% — 2,308 $846K
Cahaba Wealth Management, Inc. 0.08% Add +2.8% 2,282 $836K
Avestar Capital, LLC 0.10% Add +25.4% 2,276 $834K
Intrust Bank NA 0.09% Add +1.7% 2,274 $833K
Smartleaf Asset Management LLC 0.16% Add +38.6% 2,285 $833K
Maxi Investments CY Ltd 0.22% New 2,272 $833K
TrinityBridge Ltd 0.03% Reduce -11.1% 2,269 $831K
Beverly Hills Private Wealth, LLC 0.19% Add +0.3% 2,264 $830K
Aberdeen Wealth Management LLC 0.48% No change 2,262 $829K
NFSG Corp 0.36% Add +15.9% 2,250 $825K
Garner Asset Management Corp 0.31% Reduce -0.2% 2,245 $823K
Catalina Capital Group, LLC 0.35% Add +84.8% 2,244 $822K
Patton Albertson Miller Group, LLC 0.12% Reduce -8.2% 2,244 $822K
Sound Financial Strategies Group, LLC 0.68% Reduce -3.9% 2,242 $822K
Gries Financial LLC 0.14% New 2,238 $820K
Marks Group Wealth Management, Inc 0.09% No change 2,234 $819K
Canopy Partners, LLC 0.40% Add +6.8% 2,231 $818K
Cypress Asset Management Inc. 0.22% Reduce -4.5% 2,130 $817K
Tidemark, LLC 0.45% Add +3.3% 2,223 $815K
PDS Planning, Inc 0.09% Add +5.1% 2,223 $814K
Northwest & Ethical Investments L.P. 0.02% New 2,220 $813K
FWG Holdings, LLC 0.44% Add +15.9% 2,308 $812K
PSI Advisors, LLC 0.29% Reduce -16.8% 2,216 $812K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.34% Reduce -4.0% 2,400 $811K
Novare Capital Management LLC 0.07% Add +34.6% 2,210 $810K
Tolleson Wealth Management, Inc. 0.16% Reduce -8.1% 2,206 $808K
Hexagon Capital Partners LLC 0.18% Reduce -16.9% 2,205 $808K
Aljian Capital Management, LLC 0.30% Reduce -8.3% 2,200 $806K
Fiduciary Group, LLC 0.09% No change 2,197 $805K
GHP Investment Advisors, Inc. 0.04% Add +7.6% 2,188 $802K
SRB Corp. 0.04% Add +8.3% 2,182 $800K
626 Financial, LLC 0.48% No change 2,177 $798K
Mine & Arao Wealth Creation & Management, LLC. 0.39% Add +0.1% 2,174 $797K
Richwood Investment Advisors, LLC 0.71% Add +22.6% 2,170 $795K
Symphony Financial, Ltd. Co. 0.19% Reduce -62.4% 2,170 $795K
MSH Capital Advisors LLC 0.28% Add +3.1% 2,169 $795K
Clearstead Trust, LLC 0.21% Add +3.3% 2,168 $794K
Hennion & Walsh Asset Management, Inc. 0.04% Reduce -5.4% 2,161 $792K
Townsend Asset Management Corp. /NC/ 0.31% Add +7.0% 2,160 $792K
LVM Capital Management Ltd. 0.09% Reduce -52.9% 2,160 $791K
Guardian Wealth Management, Inc. 0.61% Reduce -1.6% 2,158 $791K
Full Sail Capital, LLC 0.06% Add +0.1% 2,151 $788K
Marion Wealth Management 0.23% Reduce -4.3% 2,143 $785K
Harbour Trust & Investment Management Co 0.10% Reduce -4.5% 2,140 $784K
Delta Financial Group, Inc. 0.23% Reduce -42.9% 2,139 $784K
FUKOKU MUTUAL LIFE INSURANCE Co 0.06% No change 2,139 $784K
Oakworth Capital, Inc. 0.06% No change 2,135 $782K
Opal Wealth Advisors, LLC 0.26% Reduce -14.5% 2,130 $781K
MRP Capital Investments, LLC 0.78% Add +65.8% 2,130 $781K
Reynders McVeigh Capital Management, LLC 0.04% Reduce -0.3% 2,127 $780K
Morningstar Investment Management LLC 0.08% No change 2,124 $778K
Addison Advisors LLC 0.27% Add +3.0% 2,114 $775K
Acropolis Investment Management, LLC 0.05% Reduce -0.1% 2,112 $774K
First Commonwealth Financial Corp 0.21% No change 2,110 $773K
NCM Capital Management, LLC 0.43% Reduce -2.3% 2,105 $771K
Measured Wealth Private Client Group, LLC 0.27% Add +81.2% 2,105 $771K
Quotient Wealth Partners, LLC 0.03% Reduce -22.1% 2,103 $771K
Summit Financial Strategies, Inc. 0.11% Reduce -1.2% 2,102 $770K
Goepper Burkhardt LLC 0.36% No change 2,170 $770K
Bensler, LLC 0.11% Add +0.1% 2,090 $766K
Derbend Asset Management 0.38% Add +21.5% 2,088 $765K
Revisor Wealth Management LLC 0.34% Add +124.8% 2,300 $761K
Tarbox Family Office, Inc. 0.13% No change 2,071 $759K
Atlas Private Wealth Management, LLC 0.32% No change 2,067 $757K
Proficio Capital Partners LLC 0.08% Add +9.5% 2,064 $756K
Grey Ledge Advisors, LLC 0.21% Add +0.1% 2,064 $756K
Guardian Wealth Advisors, LLC / NC 0.09% Reduce -2.0% 2,063 $756K
Marex Group Ltd 0.02% Add +151.6% 2,063 $756K
Martin Capital Advisors, LLP 0.59% Reduce -0.2% 2,061 $755K
Addison Capital Co 0.38% Add +6.0% 2,061 $755K
AF Advisors, Inc. 0.16% No change 2,060 $755K
Total Investment Management Inc. 0.09% Reduce -5.4% 2,058 $754K
New Republic Capital, LLC 0.48% Reduce -1.3% 2,055 $753K
McElhenny Sheffield Capital Management, LLC 0.27% No change 2,050 $751K
REDW Wealth LLC 0.20% No change 2,049 $751K
Diversified, LLC 0.10% Add +10.2% 2,048 $750K
Armstrong Advisory Group, Inc. 0.07% No change 2,538 $750K
Latitude Advisors, LLC 0.47% Add +6.5% 2,048 $750K
Capital Square, LLC 0.53% No change 2,045 $750K
Winthrop Advisory Group LLC 0.11% Reduce -2.4% 2,032 $744K
Paulson Wealth Management Inc. 0.22% Reduce -0.3% 2,031 $744K
Bantamac Capital, LLC 0.42% Reduce -4.1% 2,023 $741K
First American Bank 0.06% No change 2,009 $736K
Fernwood Investment Management, LLC 0.21% Reduce -23.0% 2,008 $736K
Constitution Capital LLC 0.41% Add +5.3% 2,000 $733K
Bienville Capital Management, LLC 0.22% No change 2,000 $733K
Burns J W & Co. Inc. 0.10% No change 2,000 $733K
Lester Murray Antman dba SimplyRich 0.24% No change 1,996 $732K
Woodley Farra Manion Portfolio Management Inc. 0.04% Reduce -5.9% 1,996 $731K
Legacy Financial Advisors, Inc. 0.13% Add +7.7% 1,995 $731K
Range Financial Group LLC 0.38% Add +1.9% 1,991 $730K
L.M. Kohn & Company 0.20% Add +1.5% 1,979 $725K
Patten Group, Inc. 0.18% Add +0.1% 1,977 $724K
Ridgecrest Wealth Partners, LLC 0.43% Reduce -11.2% 1,975 $724K
Sterling Wealth Management, Inc. 0.36% No change 1,969 $722K
Bryn Mawr Trust Advisors, LLC 0.04% No change 1,969 $722K
Corundum Group, Inc. 0.35% Reduce -5.5% 1,964 $720K
Shoker Investment Counsel, Inc. 0.26% Add +0.3% 1,973 $718K
First Trust Investment Solutions L.P. 0.13% Reduce -3.4% 1,959 $718K
Journey Strategic Wealth LLC 0.03% Add +112.4% 1,958 $718K
Guardian Asset Advisors, LLC 0.59% Add +0.1% 1,956 $717K
Athena Investment Management 0.43% Reduce -11.2% 1,956 $717K
Bright Futures Wealth Management, LLC. 0.39% — 2,189 $717K
OneAscent Wealth Management LLC 0.27% Add +71.6% 1,955 $716K
Chicago Partners Investment Group LLC 0.03% Add +4.8% 1,958 $711K
Plancorp, LLC 0.03% Add +6.3% 1,939 $711K
Carmichael Hill & Associates, Inc. 0.29% Add +0.1% 1,939 $711K
Elwood & Goetz Wealth Advisory Group, LLC 0.17% No change 1,916 $702K
Park Edge Advisors, LLC 0.20% New 1,909 $700K
Bedel Financial Consulting, Inc. 0.11% Add +4.9% 1,907 $699K
Smith Anglin Financial, LLC 0.07% Add +4.3% 1,902 $697K
Ramsay, Stattman, Vela & Price, Inc. 0.13% No change 1,900 $696K
Sound Income Strategies, LLC 0.05% Add +34.3% 1,900 $696K
Zullo Investment Group, Inc. 0.33% Add +3.1% 1,898 $696K
Cedar Brook Financial Partners, LLC 0.14% Reduce -1.6% 1,897 $695K
Appleton Partners Inc. 0.05% Reduce -28.5% 1,895 $694K
Virtue Capital Management, LLC 0.12% Reduce -43.9% 1,881 $689K
InTrack Investment Management Inc 0.51% Reduce -26.9% 1,878 $688K
Cassaday & Co Wealth Management LLC 0.02% Add +13.7% 1,877 $688K
Centurion Wealth Management LLC 0.27% Reduce -1.7% 1,876 $688K
Montz Harcus Wealth Management LLC 0.46% Add +0.5% 1,869 $685K
Trek Financial, LLC 0.05% New 1,868 $684K
Stonebrook Private Inc. 0.20% Reduce -0.4% 1,867 $684K
Horst & Graben Wealth Management LLC 0.14% Add +0.2% 1,866 $684K
Elevation Point Wealth Partners, LLC 0.05% Add +71.0% 1,864 $683K
Mountain Pacific Investment Advisers LLC 0.04% No change 1,858 $681K
Thrive Wealth Management, LLC 0.14% Add +4.7% 1,851 $678K
LRI Investments, LLC 0.17% — 1,851 $678K
Silvia McColl Wealth Management, LLC 0.58% Add +6.9% 1,822 $678K
Mustard Seed Financial, LLC 0.68% Add +0.7% 1,849 $678K
Patriot Financial Group Insurance Agency, LLC 0.11% Reduce -2.5% 1,845 $676K
Ranch Capital Advisors Inc. 0.36% Add +1.9% 1,842 $675K
NovaPoint Capital, LLC 0.24% Reduce -1.6% 1,839 $674K
Firethorn Wealth Partners, LLC 0.40% Add +0.7% 1,837 $673K
Norden Group LLC 0.14% New 1,833 $672K
Capital Management Associates, Inc 0.49% Reduce -13.8% 1,832 $671K
Union Savings Bank 0.35% Add +1.2% 1,829 $670K
First Western Trust Bank 0.03% No change 1,827 $669K
Fulton Breakefield Broenniman LLC 0.05% Reduce -3.1% 1,824 $668K
Kaizen Financial Strategies 0.45% Reduce -36.0% 1,823 $668K
TFG Advisers LLC 0.26% Reduce -1.2% 1,821 $667K
Aft, Forsyth & Company, Inc. 0.38% Reduce -5.7% 1,815 $665K
Barr E S & Co. 0.04% Reduce -2.7% 1,813 $664K
Sovereign Financial Group, Inc. 0.18% Add +3.4% 1,810 $663K
Walter & Keenan Wealth Management LLC /in/ 0.22% Add +2.8% 1,810 $663K
Summit Global Investments 0.05% Reduce -15.1% 1,806 $662K
McBroom & Associates, LLC 0.44% Reduce -14.0% 1,806 $662K
Taylor Financial Group, Inc. 0.50% No change 1,805 $661K
Baker Boyer National Bank 0.23% No change 1,801 $660K
Sassicaia Capital Advisers LLC 2.80% New 1,800 $660K
STAR Financial Bank 0.56% Add +2.5% 1,800 $660K
Harris Associates (Oakmark Funds) 0.00% No change 1,800 $660K
Audent Global Asset Management, LLC 0.67% Add +0.1% 1,795 $658K
Edmp, Inc. 0.55% No change 1,792 $657K
Cornerstone Advisory, LLC 0.09% Add +7.0% 1,785 $654K
Benchmark Wealth Management, LLC 0.36% Add +0.1% 1,784 $654K
Lakeside Advisors, INC. 0.42% Add +0.1% 1,782 $653K
Fca Corp. 0.21% Add +48.5% 1,782 $653K
LifeSteps Financial, Inc. 0.49% Add +1.1% 1,779 $652K
Sanders Morris Harris LLC 0.12% New 1,775 $650K
Stokes Family Office, LLC 0.08% Add +18.3% 1,775 $650K
Savvy Advisors, Inc. 0.37% Add +9.5% 1,775 $650K
GTS Securities LLC 0.02% Reduce -65.0% 1,771 $649K
Pacifica Partners Inc. 0.29% Reduce -1.1% 1,822 $648K
Boston Financial Mangement LLC 0.02% No change 1,768 $648K
PBMares Wealth Management LLC 0.17% Add +3.0% 1,763 $646K
Kohmann Bosshard Financial Services, LLC 0.09% Add +11.9% 1,762 $646K
Hohimer Wealth Management, LLC 0.15% Add +6.0% 1,758 $644K
Red Door Wealth Management, LLC 0.12% Reduce -1.9% 1,751 $642K
Loomis Sayles & Co. L P 0.00% Reduce -7.8% 1,746 $640K
Sterling Investment Advisors, Ltd. 0.18% Reduce -5.4% 1,746 $640K
New Century Financial Group, LLC 0.44% Add +0.6% 1,746 $640K
Raab & Moskowitz Asset Management LLC 0.18% Add +2.0% 1,745 $640K
Abacus Wealth Partners, LLC 0.11% Add +23.0% 1,742 $638K
Breakwater Capital Group 0.16% No change 1,741 $638K
Taylor Hoffman Wealth Management 0.27% Reduce -1.8% 1,717 $629K
Morningstar Investment Services LLC 0.01% Reduce -29.2% 1,721 $628K
Lakeridge Wealth Management LLC 0.41% Reduce -16.0% 1,713 $628K
Coastwise Capital Group, LLC 0.59% Reduce -0.3% 1,712 $627K
Charter Oak Capital Management, LLC 0.07% Add +10.4% 1,710 $627K
Home Federal Bank of Tennessee 0.19% Reduce -5.5% 1,709 $626K
Prosperity Financial Group, Inc. 0.39% Add +7.9% 1,704 $624K
Evermay Wealth Management LLC 0.09% Reduce -1.7% 1,702 $624K
Thomas Story & Son LLC 0.26% No change 1,700 $623K
EHP Funds Inc. 0.43% Reduce -41.4% 1,700 $623K
Trinity Financial Advisors LLC 0.28% No change 1,700 $623K
YHB Investment Advisors, Inc. 0.06% Add +0.1% 1,694 $621K
Advisory Resource Group 0.14% Reduce -2.9% 1,689 $619K
Hamilton Wealth, LLC 0.19% New 1,686 $618K
Summit Wealth Partners, LLC 0.13% No change 1,684 $617K
Forte Capital LLC 0.08% Add +0.1% 1,681 $616K
Kaydan Wealth Management, Inc. 0.21% No change 1,677 $615K
Hollencrest Capital Management 0.03% Reduce -0.5% 1,668 $611K
Jeppson Wealth Management, LLC 0.24% Reduce -1.5% 1,665 $610K
Arcataur Capital Management LLC 0.22% No change 1,659 $608K
MBA Advisors LLC 0.31% Reduce -6.7% 1,658 $608K
Oxford Financial Group, LTD. LLC 0.04% Add +56.3% 1,657 $607K
Crewe Advisors LLC 0.07% New 1,655 $606K
Wendell David Associates Inc. 0.06% No change 1,653 $606K
Tennessee Valley Asset Management Partners 0.15% Add +0.3% 1,652 $605K
Virtu Financial LLC 0.05% New 1,648 $604K
Fairfield, Bush & Co. 0.36% Reduce -0.2% 1,647 $603K
Comprehensive Financial Consultants Institutional, Inc. 0.25% Add +8.9% 1,646 $603K
Meadow Creek Wealth Advisors LLC 0.42% Reduce -3.2% 1,644 $602K
West Michigan Advisors, LLC 0.20% Add +8.0% 1,640 $601K
Fulton Bank, N.A. 0.02% Reduce -25.3% 1,639 $601K
MBL Wealth, LLC 0.07% Reduce -9.4% 1,638 $600K
Objective Capital Management, LLC 0.40% Add +12.0% 1,634 $599K
WealthTrust Axiom LLC 0.19% Add +0.1% 1,631 $597K
Operose Advisors LLC 0.20% Add +0.3% 1,630 $597K
Sweet Financial Partners, LLC 0.14% Add +0.1% 1,626 $596K
Beaumont Financial Advisors, LLC 0.05% Add +0.4% 1,624 $595K
Armstrong, Fleming & Moore, Inc 0.41% No change 1,622 $594K
United Bank 0.07% No change 1,622 $594K
Check Capital Management Inc. 0.04% Reduce -5.8% 1,617 $593K
Claro Advisors Inc. 0.10% Add +23.9% 1,616 $592K
One Degree Advisors Inc 0.29% No change 1,615 $592K
Verity Asset Management, Inc. 0.33% Reduce -3.5% 1,613 $591K
Bard Financial Services, Inc. 0.06% Reduce -13.4% 1,610 $590K
BSW Wealth Partners 0.10% Add +40.1% 1,610 $590K
Steward Partners Investment Solutions, LLC 0.10% New 1,609 $590K
Vishria Bird Financial Group, LLC 0.25% No change 1,606 $588K
Blueshift Asset Management, LLC 0.30% Reduce -26.9% 1,602 $587K
Resonant Capital Advisors, LLC 0.05% Add +21.1% 1,602 $587K
Cooper/Haims Advisors, LLC 0.34% Reduce -3.1% 1,601 $587K
Pursue Wealth Partners LLC 0.35% No change 1,600 $586K
WESCAP Management Group, Inc. 0.17% No change 1,600 $586K
Morton Community Bank 0.17% Add +100.4% 1,597 $585K
Tradition Wealth Management, LLC 0.06% Add +2.3% 1,594 $584K
Dudley Capital Management, LLC 0.34% Add +35.4% 1,606 $584K
Van Hulzen Asset Management, LLC 0.04% Add +19.0% 1,593 $584K
Kozak & Associates, Inc. 0.16% Add +14.0% 1,661 $583K
Arvest Trust Co. N A 0.03% New 1,589 $582K
Burford Brothers, Inc. 0.38% Add +0.3% 1,586 $581K
Householder Group Estate & Retirement Specialist, LLC 0.17% Add +14.5% 1,581 $580K
Regent Peak Wealth Advisors LLC 0.15% Add +0.7% 1,579 $579K
Obsidian Personal Planning Solutions LLC 0.38% Reduce -9.9% 1,720 $575K
Davidson Investment Advisors 0.03% No change 1,570 $575K
BCS Wealth Management 0.18% No change 1,566 $574K
Monte Financial Group, LLC 0.25% Reduce -90.0% 1,564 $573K
TCV Trust & Wealth Management, Inc. 0.05% No change 1,563 $573K
RKL Wealth Management LLC 0.06% Add +7.3% 1,561 $572K
Fagan Associates, Inc. 0.11% Add +8.7% 1,560 $572K
Sepio Capital, LP 0.05% Reduce -14.9% 1,555 $570K
Quent Capital, LLC 0.07% Add +10.8% 1,554 $570K
Castle Rock Wealth Management, LLC 0.16% Add +14.7% 1,719 $569K
Austin Private Wealth, LLC 0.07% Add +2.9% 1,515 $569K
Quantum Financial Advisors, LLC 0.10% No change 1,552 $569K
Bigelow Investment Advisors, LLC 0.28% Add +1.6% 1,551 $568K
First Financial Corp. 0.29% Reduce -27.1% 1,551 $568K
Smith Shellnut Wilson LLC 0.30% No change 1,550 $568K
Callan Capital, LLC 0.05% Add +26.0% 1,550 $568K
Sanchez Wealth Management Group 0.19% Add +0.5% 1,549 $567K
Camden National Bank 0.10% Reduce -3.7% 1,546 $567K
Warren Street Wealth Advisors, LLC 0.28% Add +0.7% 1,545 $566K
Vertex Planning Partners, LLC 0.16% Reduce -1.3% 1,545 $566K
MRA Advisory Group 0.34% Add +18.6% 1,543 $566K
MBB Public Markets I LLC 0.04% New 1,541 $565K
SAM Advisors, LLC 0.21% No change 1,540 $564K
Larson Financial Group LLC 0.04% Add +14.8% 1,539 $564K
West Family Investments, Inc. 0.17% No change 1,539 $564K
Sunburst Financial Group, LLC 0.16% Reduce -3.4% 1,549 $563K
Burton Enright Welch 0.14% No change 1,535 $562K
Waterway Wealth Management, LLC 0.25% Add +28.9% 1,534 $562K
Boston Trust Walden Corp 0.00% Add +24.3% 1,534 $562K
Grove Bank & Trust 0.09% No change 1,525 $559K
Affinity Capital Advisors, LLC 0.12% Reduce -4.0% 1,523 $558K
Bell Bank 0.05% Add +1.4% 1,521 $557K
Peoples Bank 0.43% No change 1,517 $556K
Allstate Corp. 0.04% Reduce -0.5% 1,516 $556K
Doliver Advisors, LP 0.16% Reduce -0.5% 1,513 $554K
Tectonic Advisors LLC 0.04% Add +0.4% 1,508 $553K
Garden State Investment Advisory Services LLC 0.20% Add +4.8% 1,514 $552K
Laffer Tengler Investments, Inc. 0.18% Add +70.9% 1,506 $552K
Strategic Equity Management 0.46% Add +0.4% 1,504 $551K
Chickasaw Capital Management LLC 0.03% No change 1,500 $550K
Rbo & Co. LLC 0.09% No change 1,500 $550K
American Money Management, LLC 0.11% Reduce -9.1% 1,496 $548K
Valley National Advisers Inc. 0.08% Add +3.8% 1,496 $548K
Center For Asset Management LLC 0.45% Add +0.1% 1,495 $548K
Gould Asset Management LLC 0.13% No change 1,490 $546K
Integrated Investment Consultants, LLC 0.15% Reduce -1.4% 1,490 $546K
Balefire, LLC 0.20% Reduce -3.8% 1,484 $544K
Gradient Capital Advisors, LLC 0.20% Reduce -9.0% 1,483 $543K
Davis Investment Partners, LLC 0.24% Add +2.1% 1,454 $541K
IMS Capital Management 0.25% No change 1,475 $540K
Acima Private Wealth, LLC 0.20% No change 1,473 $540K
TrinityPoint Wealth, LLC 0.09% Reduce -0.9% 1,473 $540K
Congress Park Capital LLC 0.24% Reduce -7.8% 1,470 $539K
Smith Chas P & Associates Pa Cpas 0.03% Add +5.0% 1,467 $538K
Hara Capital LLC 0.32% No change 1,465 $537K
Planning Center, Inc. 0.12% No change 1,463 $536K
Financial Partners Group, Inc 0.09% Add +0.8% 1,462 $536K
Channel Wealth LLC 0.21% Reduce -0.5% 1,456 $534K
Nicholas Wealth, LLC. 0.41% Add +23.7% 1,456 $533K
Frisch Financial Group, Inc. 0.18% Add +0.6% 1,451 $532K
Lafayette Investments, Inc. 0.12% Reduce -12.1% 1,450 $531K
Weil Company, Inc. 0.21% Reduce -1.4% 1,449 $531K
Gryphon Financial Partners LLC 0.09% Reduce -3.3% 1,446 $530K
Nadler Financial Group, Inc. 0.07% Add +0.9% 1,446 $530K
HTLF Bank 0.06% No change 1,446 $530K
N.E.W. Advisory Services LLC 0.06% Reduce -2.8% 1,442 $529K
South Street Advisors LLC 0.08% No change 1,440 $528K
Excalibur Management Corp. 0.22% Reduce -0.1% 1,438 $527K
Northwest Bancshares, Inc. 0.08% Add +12.2% 1,438 $527K
Investment Advisory Services Inc. /TX 0.19% Add +10.9% 1,438 $527K
CarsonAllaria Wealth Management, Ltd. 0.33% Add +6.2% 1,433 $525K
Relyea Zuckerberg Hanson LLC 0.09% Add +5.5% 1,432 $525K
Olistico Wealth, LLC 0.38% Reduce -32.9% 1,430 $524K
McCarthy & Cox 0.20% — 1,429 $524K
Rise Advisors, LLC 0.28% Add +33.0% 1,428 $523K
Sugarloaf Wealth Management, LLC 0.11% Add +0.1% 1,428 $523K
Sandy Cove Advisors, LLC 0.24% Reduce -2.9% 1,427 $523K
Baker Ellis Asset Management LLC 0.08% Add +78.4% 1,427 $523K
MPS Loria Financial Planners, LLC 0.18% Reduce -54.2% 1,426 $523K
Ransom Advisory, Ltd 0.28% — 1,425 $522K
Braun Stacey Associates Inc. 0.02% No change 1,425 $522K
Wealth Alliance, LLC 0.07% Add +0.3% 1,422 $521K
Global X Japan Co., Ltd. 0.11% Add +5.8% 1,422 $521K
Boston Partners 0.00% Reduce -99.7% 1,421 $521K
Peregrine Asset Advisers, Inc. 0.21% Add +0.3% 1,419 $520K
Everpar Advisors LLC 0.32% Reduce -38.6% 1,415 $518K
Watts Gwilliam & Co., LLC 0.16% — 1,445 $518K
Blankinship & Foster, LLC 0.14% Add +2.5% 1,411 $517K
Jupiter Wealth Management LLC 0.27% No change 1,500 $517K
Acas, LLC 0.50% Reduce -1.6% 1,406 $515K
New Jersey Better Educational Savings Trust 0.97% No change 1,400 $513K
Alta Advisers Ltd 0.25% No change 1,400 $513K
Ironwood Investment Management LLC 0.25% No change 1,400 $513K
Schulhoff & Co. Inc. 0.22% Reduce -2.1% 1,400 $513K
Sweeney & Michel, LLC 0.23% — 1,431 $512K
Kessler Investment Group, LLC 0.32% Add +47.0% 1,398 $512K
Sfmg, LLC 0.04% Add +1.2% 1,392 $510K
Idaho Trust Co 0.49% New 1,388 $508K
Fingerlakes Wealth Management, Inc. 0.49% Add +0.4% 1,388 $508K
Kenora Financial, LLC 0.22% Add +0.2% 1,386 $508K
WestHill Financial Advisors, Inc. 0.12% Reduce -2.3% 1,386 $508K
Enterprise Financial Services Corp 0.30% Reduce -2.7% 1,383 $507K
Retirement Planning Group, LLC 0.04% No change 1,381 $506K
BayBridge Capital Group, LLC 0.44% New 1,414 $506K
Waypoint Capital Advisors, LLC 0.13% Add +1.8% 1,379 $505K
apricus wealth, LLC 0.35% No change 1,375 $504K
SJS Investment Consulting Inc. 0.10% Add +7.3% 1,369 $502K
Beacon Capital Management, LLC 0.10% Add +7.9% 1,369 $501K
Lazari Capital Management, Inc. 0.27% Reduce -2.9% 1,363 $499K
Chesley Taft & Associates LLC 0.03% No change 1,363 $499K
Orrstown Financial Services Inc. 0.28% New 1,360 $498K
Waters Parkerson & Co., LLC 0.03% Add +3.7% 1,358 $498K
Westshore Wealth, LLC 0.21% Reduce -0.6% 1,355 $497K
Birchcreek Wealth Management, LLC 0.26% No change 1,354 $496K
McGowan Group Asset Management, Inc. 0.07% Add +0.1% 1,351 $495K
First Community Trust NA 0.47% Reduce -3.6% 1,350 $495K
Herold Advisors, Inc. 0.12% No change 1,350 $495K
Evanson Asset Management, LLC 0.04% No change 1,350 $495K
Coyle Financial Counsel LLC 0.18% No change 1,347 $494K
Seed Wealth Management, Inc. 0.47% No change 1,355 $493K
Personal Cfo Solutions, LLC 0.08% Reduce -5.3% 1,344 $493K
Sendero Wealth Management, LLC 0.08% No change 1,344 $492K
Goldstone Financial Group, LLC 0.11% Add +2.3% 1,344 $492K
Cortland Associates Inc. 0.06% Add +0.1% 1,343 $492K
Bender Robert & Associates 0.12% Reduce -5.3% 1,339 $491K
Burke & Herbert Bank & Trust Co. 0.37% Reduce -16.2% 1,337 $490K
Epic Trust Investment Advisors, LLC 0.60% Add +5.7% 1,330 $487K
Secure Asset Management, LLC 0.11% Add +12.8% 1,328 $486K
VeraBank, N.A. 0.15% No change 1,326 $486K
Gerber Kawasaki Wealth & Investment Management 0.03% Add +11.6% 1,320 $484K
Formidable Asset Management, LLC 0.08% New 1,320 $484K
Monarch Capital Management Inc. 0.14% No change 1,317 $483K
TFB Advisors LLC 0.17% Add +45.6% 1,456 $482K
Pinnacle Financial Group, LLC / IL 0.21% Reduce -1.5% 1,312 $481K
KG Capital Management 0.19% Reduce -59.0% 1,339 $481K
Soltis Investment Advisors LLC 0.05% Reduce -14.3% 1,311 $480K
Apollon Financial, LLC 0.17% Reduce -7.0% 1,309 $480K
Landaas & Co. /Wi 0.16% Add +0.7% 1,307 $479K
Forbes J M & Co. LLP 0.05% No change 1,307 $479K
DRW Securities, LLC 0.03% Reduce -39.7% 1,307 $479K
Wealth Management Associates, Inc. 0.22% Reduce -18.2% 1,436 $478K
Evoke Wealth, LLC 0.01% New 1,301 $477K
Braun-Bostich & Associates Inc. 0.40% Reduce -16.4% 1,301 $477K
Insight Advisors, LLC/ PA 0.09% Reduce -1.7% 1,301 $477K
CYBER HORNET ETFs LLC 0.57% Reduce -3.0% 1,310 $476K
Wellington Shields Capital Management, LLC 0.09% No change 1,300 $476K
Benedetti & Gucer, Inc. 0.24% Reduce -6.6% 1,299 $476K
Perpetual Ltd 0.00% Reduce -20.3% 1,700 $474K
Castleark Management LLC 0.02% No change 1,290 $473K
Kelleher Financial Advisors 0.20% Add +0.3% 1,287 $472K
Hall Laurie J Trustee 0.17% No change 1,280 $469K
Eudaimonia Advisors LLC 0.25% Add +4.6% 1,279 $469K
Gilman Hill Asset Management, LLC 0.08% Reduce -0.1% 1,279 $469K
Gratus Capital, LLC 0.02% New 1,277 $468K
Bordeaux Wealth Advisors LLC 0.16% Reduce -47.3% 1,276 $468K
Avity Investment Management Inc. 0.04% Reduce -1.9% 1,275 $467K
Alera Investment Advisors, LLC 0.06% Reduce -37.5% 1,270 $465K
Alpha Family Trust 0.28% No change 1,270 $465K
Towne Trust Company, N.A 0.17% Add +4.3% 1,270 $465K
Westover Capital Advisors, LLC 0.14% Add +7.2% 1,269 $465K
CoreFirst Bank & Trust 0.29% Reduce -11.0% 1,265 $464K
SageView Advisory Group, LLC 0.02% Reduce -12.7% 1,261 $462K
North Star Asset Management Inc. 0.02% Reduce -1.6% 1,261 $462K
Smart Portfolios, LLC 0.49% Add +3.7% 1,260 $462K
FSA Advisors, Inc. 0.49% Add +8.9% 1,260 $462K
Isthmus Partners, LLC 0.05% Reduce -7.4% 1,257 $461K
Old Second National Bank of Aurora 0.12% No change 1,254 $460K
Blueprint Investment Partners LLC 0.09% Add +16.5% 1,252 $459K
LFA - Lugano Financial Advisors SA 0.33% Add +400.0% 1,250 $458K
Rockingstone Advisors LLC 0.24% No change 1,247 $457K
Core Alternative Capital 0.08% Reduce -24.1% 1,247 $457K
Graves Light Lenhart Wealth, Inc. 0.05% Reduce -6.5% 1,246 $457K
Contravisory Investment Management, Inc. 0.10% New 1,245 $456K
Grant Street Asset Management, Inc. 0.15% No change 1,244 $456K
Basepoint Wealth LLC 0.34% Reduce -1.6% 1,242 $455K
Millington Financial Advisors, LLC 0.32% Add +0.4% 1,240 $454K
Indie Asset Partners, LLC 0.40% Add +0.9% 1,234 $452K
Tortoise Investment Management, LLC 0.05% Reduce -1.6% 1,234 $452K
MCF Advisors LLC 0.04% Reduce -28.4% 1,234 $452K
Trustco Bank Corp. N Y 0.47% Reduce -10.9% 1,231 $451K
GC Wealth Management RIA, LLC 0.09% Add +12.4% 1,223 $448K
Next Level Private LLC 0.21% No change 1,220 $447K
Calamos Wealth Management LLC 0.03% Reduce -30.8% 1,211 $444K
Bremer Bank National Association 0.08% Add +8.0% 1,206 $442K
First Nebraska Trust Co 0.05% Reduce -4.0% 1,206 $442K
Canal Capital Management, LLC 0.07% Reduce -1.3% 1,206 $442K
Greenline Partners, LLC 0.07% No change 1,205 $442K
Andina Capital Management, LLC 0.34% Add +33.9% 1,205 $441K
Mogy Joel R Investment Counsel Inc. 0.03% Add +13.2% 1,200 $440K
CJM Wealth Advisers, Ltd. 0.17% Reduce -0.4% 1,198 $439K
Rosenberg Matthew Hamilton 0.13% Reduce -12.8% 1,207 $439K
Regatta Capital Group, LLC 0.10% Add +2.0% 1,196 $438K
Harel Insurance Investments & Financial Services Ltd. 0.01% Reduce -32.3% 1,195 $438K
Five Oceans Advisors 0.22% No change 1,192 $437K
Hills Bank & Trust Co 0.04% Add +72.2% 1,190 $436K
Gsa Capital Partners LLP 0.03% New 1,181 $433K
Aua Capital Management, LLC 0.25% Add +0.8% 1,180 $433K
Meredith Wealth Planning 0.24% Reduce -13.8% 1,180 $432K
Keb Asset Management, LLC 0.15% No change 1,179 $432K
Davidson Trust Co. 0.25% No change 1,177 $431K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 1,177 $431K
Garrett Wealth Advisory Group, LLC 0.18% Reduce -2.3% 1,175 $431K
Liberty Wealth Management LLC 0.08% Reduce -4.4% 1,172 $429K
Bangor Savings Bank 0.04% No change 1,169 $428K
Pacific Global Investment Management Co. 0.08% Reduce -2.8% 1,166 $427K
Archford Capital Strategies, LLC 0.07% No change 1,163 $426K
Capital Advisors Wealth Management, LLC 0.09% Reduce -1.8% 1,163 $426K
Migdal Insurance & Financial Holdings Ltd. 0.01% Add +0.2% 1,162 $426K
Clear Creek Financial Management, LLC 0.05% Add +67.2% 1,160 $425K
1834 Investment Advisors Co. 0.05% No change 1,159 $425K
Eagle Wealth Strategies LLC 0.34% Add +0.1% 1,166 $424K
Simon Quick Advisors, LLC 0.03% Add +44.8% 1,151 $422K
WNY Asset Management, LLC 0.06% Add +1.8% 1,150 $421K
Mount Vernon Associates Inc. 0.36% Reduce -2.2% 1,150 $421K
LJI Wealth Management, LLC 0.11% Add +1.8% 1,145 $420K
JB Capital LLC 0.03% Add +0.2% 1,144 $419K
FSB Premier Wealth Management, Inc. 0.19% Add +21.1% 1,142 $419K
Silver Coast Investments LLC 0.17% Reduce -5.2% 1,141 $418K
Winslow Asset Management Inc. 0.08% Reduce -1.3% 1,140 $418K
MinichMacGregor Wealth Management, LLC 0.11% Add +10.0% 1,146 $417K
Steel Grove Capital Advisors, LLC 0.06% Reduce -6.1% 1,135 $416K
Greenwood Capital Associates LLC 0.06% Reduce -16.1% 1,134 $416K
Gradient Investments LLC 0.01% Reduce -72.9% 1,133 $415K
Institutional & Family Asset Management, LLC 0.07% Add +0.3% 1,133 $415K
Gibbs Wealth Management 0.24% — 1,133 $415K
Financial Advisors, LLC 0.09% No change 1,130 $414K
Angeles Investment Advisors, LLC 0.02% Add +20.5% 1,129 $414K
Brogan Financial, Inc. 0.27% Add +0.5% 1,128 $413K
Anchor Capital Advisors LLC 0.01% No change 1,127 $413K
Register Financial Advisors LLC 0.21% Add +1.3% 1,123 $411K
Joule Financial, LLC 0.17% Reduce -7.7% 1,121 $411K
Selective Wealth Management, Inc. 0.18% No change 1,104 $411K
Spring Capital Management, LLC 0.31% No change 1,120 $410K
Citizens Business Bank 0.09% Add +12.1% 1,113 $408K
Richard W. Paul & Associates, LLC 0.16% Reduce -9.6% 1,110 $407K
Sutton Place Investors LLC 0.20% New 1,109 $406K
Traveka Wealth, LLC 0.19% Add +6.2% 1,109 $406K
Castleview Partners, LLC 0.23% Add +16.8% 1,107 $405K
Finivi Inc. 0.37% Reduce -1.7% 1,106 $405K
Flow Traders U.S. LLC 0.02% New 1,106 $405K
Bristlecone Advisors, LLC 0.04% Reduce -4.2% 1,104 $405K
Strategic Wealth Partners, Ltd. 0.04% New 1,104 $405K
Royal Capital Wealth Management, LLC 0.32% No change 1,100 $403K
Meeder Asset Management Inc. 0.03% Add +6.5% 1,100 $403K
Hengehold Capital Management LLC 0.04% Add +3.5% 1,099 $403K
Alesco Advisors, LLC, An ESL Co 0.01% No change 1,099 $403K
Baron Wealth Management LLC 0.21% No change 1,095 $401K
VestGen Investment Management 0.12% Add +16.8% 1,094 $401K
Beacon Financial Group 0.05% No change 1,085 $398K
Warwick Investment Management, Inc. 0.10% Add +17.9% 1,083 $397K
Legacy Financial Group, Inc. 0.16% Add +0.1% 1,081 $396K
WMG Financial Advisors, LLC 0.23% Add +5.0% 1,080 $396K
SkyOak Wealth, LLC 0.09% No change 1,079 $395K
Consilium Wealth Advisory, LLC 0.22% Reduce -2.7% 1,079 $395K
Silvant Capital Management LLC 0.02% No change 1,076 $394K
Apexium Financial, LP 0.03% Reduce -24.0% 1,075 $394K
AlphaStar Capital Management, LLC 0.04% Add +56.0% 1,075 $394K
Compass Financial Group, INC 0.09% Add +0.2% 1,074 $393K
JARISLOWSKY, FRASER Ltd 0.00% Reduce -2.3% 1,072 $393K
Pettyjohn, Wood & White, Inc. 0.08% No change 1,065 $390K
Legacy Advisory Services, LLC 0.37% Reduce -1.6% 1,064 $390K
First Hawaiian Bank 0.01% Reduce -32.3% 1,064 $390K
First National Corp. /Ma/ 0.10% Reduce -0.1% 1,318 $390K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.17% Add +7.3% 1,063 $390K
Advus Financial Partners, LLC 0.12% Reduce -0.9% 1,059 $388K
Zions Bancorporation, N.A. 0.03% Reduce -21.7% 1,055 $387K
Salomon & Ludwin, LLC 0.03% Add +0.4% 1,055 $386K
Tiller Private Wealth, Inc. 0.17% New 1,054 $386K
Laurel Wealth Advisors LLC 0.07% Reduce -25.0% 1,051 $385K
Beddow Capital Management Inc. 0.17% No change 1,050 $385K
Greylin Investment Management, Inc 0.07% No change 1,050 $385K
Baldwin Wealth Partners LLC 0.03% Reduce -4.5% 1,050 $385K
Financial Perspectives, Inc 0.15% No change 1,048 $384K
Peterson Wealth Advisors, LLC 0.08% Add +0.3% 1,047 $384K
Hutchens & Kramer Investment Management Group, LLC 0.23% Add +22.5% 1,055 $384K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +0.7% 1,070 $383K
DF Dent & Co. Inc. 0.00% Reduce -16.9% 1,044 $383K
Tower Wealth Partners, Inc. 0.25% Add +13.1% 1,043 $382K
Prostatis Group LLC 0.14% Add +9.1% 1,042 $382K
LBMC Investment Advisors, LLC 0.03% New 1,036 $380K
Platte River Wealth Advisors, LLC 0.11% New 1,035 $379K
Onyx Financial Advisors, LLC 0.23% Add +0.4% 1,035 $379K
Central Pacific Bank - Trust Division 0.05% — 1,041 $379K
Wealthspire Retirement, LLC 0.03% Reduce -7.4% 1,032 $378K
Annex Advisory Services, LLC 0.01% Reduce -7.9% 1,032 $378K
Perennial Investment Advisors, LLC 0.06% Reduce -11.7% 1,030 $378K
Kornitzer Capital Management Inc. 0.01% Add +6.0% 1,030 $377K
FIL Ltd 0.00% Reduce -16.6% 1,029 $377K
Purus Wealth Management, LLC 0.19% Reduce -4.0% 1,029 $377K
Annis Gardner Whiting Capital Advisors, LLC 0.13% Add +43.2% 1,027 $376K
Childress Capital Advisors, LLC 0.11% Reduce -6.3% 1,025 $376K
Crane Advisory, LLC 0.08% Add +7.4% 1,014 $375K
Hutchinson Capital Management 0.08% Add +0.4% 1,021 $374K
Highview Capital Management LLC 0.17% Reduce -19.1% 1,020 $374K
Meridian Wealth Advisors, LLC 0.07% Add +2.4% 1,016 $372K
Exchange Capital Management, Inc. 0.06% Add +3.3% 1,016 $372K
Tandem Wealth Advisors LLC 0.20% Add +1.4% 1,015 $372K
First United Bank & Trust 0.14% Add +40.7% 1,013 $371K
CFO4Life Group, LLC 0.07% Add +32.3% 1,012 $371K
Smallwood Wealth Investment Management, LLC 0.29% No change 1,011 $370K
Perkins Coie Trust Co 0.09% No change 1,011 $370K
Private Portfolio Partners LLC 0.08% Reduce -31.9% 1,008 $369K
Western Financial Corp 0.23% Add +25.5% 1,008 $369K
UNIVEST FINANCIAL Corp 0.10% Reduce -2.0% 1,007 $369K
NTV Asset Management LLC 0.06% Add +0.2% 1,007 $369K
WealthPlan Investment Management, LLC 0.06% Add +13.0% 1,006 $369K
Shufro Rose & Co. LLC 0.03% Add +11.7% 1,005 $368K
Security National Bank of Sioux City Iowa 0.26% Add +19.7% 1,004 $368K
CWS Financial Advisors, LLC 0.15% Reduce -3.5% 1,004 $368K
S.A. Mason LLC 0.22% Add +0.3% 1,003 $368K
Ledgewood Wealth Advisors, LLC 0.34% No change 1,000 $366K
Merrion Investment Management Co, LLC 0.26% New 1,000 $366K
Miller Wealth Advisors, LLC 0.22% No change 1,000 $366K
Greenup Street Wealth Management LLC 0.09% Reduce -19.2% 1,000 $366K
Cubic Asset Management, LLC 0.09% No change 1,000 $366K
Elk River Wealth Management LLC 0.07% No change 1,000 $366K
Private Wealth Partners, LLC 0.03% Add +11.1% 1,000 $366K
Cadence Bank 0.03% No change 1,000 $366K
Icon Wealth Advisors, LLC 0.03% Add +7.4% 999 $366K
Ceeto Capital Group, LLC 0.15% Reduce -50.0% 1,000 $366K
Accel Wealth Management 0.15% Add +7.8% 995 $365K
Occudo Quantitative Strategies LP 0.06% Reduce -91.4% 993 $364K
Ssi Investment Management LLC 0.14% Reduce -1.4% 992 $363K
Transcendent Capital Group LLC 0.21% Reduce -46.9% 989 $362K
USA Financial Formulas 0.06% Reduce -23.6% 986 $361K
Headlands Technologies LLC 0.09% Add +10.6% 982 $360K
Dogwood Wealth Management LLC 0.24% Add +12.5% 981 $359K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% No change 976 $357K
Continuum Advisory, LLC 0.05% Reduce -76.7% 1,014 $357K
Foster Group, Inc. 0.02% Add +1.5% 971 $356K
Chico Wealth RIA 0.34% Add +17.7% 969 $355K
Moloney Securities Asset Management, LLC 0.05% Reduce -8.9% 969 $355K
Ellenbecker Investment Group 0.07% Add +6.9% 963 $353K
Keystone Financial Group 0.05% New 961 $352K
Kathmere Capital Management, LLC 0.04% Add +2.7% 961 $352K
Plante Moran Financial Advisors, LLC 0.04% Reduce -17.1% 960 $352K
Wedge Capital Management L L P 0.01% Reduce -3.0% 955 $350K
Grant/GrossMendelsohn, LLC 0.16% Reduce -0.4% 941 $350K
Mayfair Advisory Group, LLC 0.25% Add +2.3% 955 $350K
Sivia Capital Partners, LLC 0.24% Add +6.5% 954 $350K
Redhawk Wealth Advisors, Inc. 0.06% Reduce -5.5% 954 $350K
Palogic Value Management, L.P. 0.15% Reduce -2.4% 954 $350K
Abbot Financial Management, Inc. 0.19% No change 950 $348K
Fortitude Advisory Group L.L.C. 0.20% Reduce -1.9% 948 $347K
Sunflower Bank, N.A. 0.08% Reduce -4.0% 948 $347K
TrueWealth Advisors, LLC 0.13% New 945 $346K
Hourglass Capital, LLC 0.10% Reduce -5.0% 942 $345K
Horan Capital Advisors, LLC. 0.12% Add +23.8% 941 $345K
Elgethun Capital Management 0.09% Add +0.2% 938 $344K
Optas, LLC 0.09% Reduce -0.3% 936 $343K
American Institute for Advanced Investment Management, LLP 0.27% Add +7.5% 935 $343K
Monterey Private Wealth, Inc. 0.14% Reduce -0.2% 934 $342K
Dorsey Wright & Associates 0.09% Reduce -0.8% 932 $342K
KLR Investment Advisors, LLC 0.25% Reduce -3.5% 951 $341K
Summit X, LLC 0.09% Reduce -6.0% 932 $341K
Tyler-Stone Wealth Management 0.15% Reduce -5.0% 931 $341K
Advantage Trust Co 0.25% No change 930 $341K
Van Cleef Asset Management,Inc 0.04% Reduce -39.2% 930 $341K
Private Capital Management LLC 0.07% Add +30.9% 929 $340K
1620 Investment Advisors, Inc. 0.34% Add +10.4% 927 $340K
Lodestar Private Asset Management LLC 0.05% Add +11.7% 927 $340K
Citizens & Northern Corp. 0.11% No change 925 $339K
WealthShield Partners, LLC 0.05% Reduce -9.9% 925 $339K
Bridgefront Capital, LLC 0.26% New 924 $339K
Hamilton Capital, LLC 0.03% Reduce -0.5% 920 $337K
O'ROURKE & COMPANY, Inc 0.20% Add +0.3% 919 $337K
Empirical Asset Management, LLC 0.16% Add +391.7% 4,514 $337K
Beam Wealth Advisors, Inc. 0.20% Add +10.9% 919 $337K
Rede Wealth, LLC 0.14% Add +15.5% 918 $336K
Agf Management Ltd. 0.00% No change 918 $336K
Rockline Wealth Management, LLC 0.12% No change 917 $336K
JTC Employer Solutions Trustee Ltd 0.02% No change 920 $336K
Northstar Advisory Group, LLC 0.20% No change 955 $336K
Verus Financial Partners, Inc. 0.04% No change 914 $335K
HTG Investment Advisors, Inc. 0.19% No change 914 $335K
Heritage Financial Services, LLC 0.05% Add +7.5% 914 $335K
Chase Investment Counsel Corp. 0.12% No change 914 $334K
SeaBridge Investment Advisors LLC 0.09% No change 910 $333K
Pettee Investors, Inc. 0.14% No change 908 $333K
American State Bank (Iowa) 0.22% Reduce -31.9% 901 $330K
Bank of Nova Scotia Trust Co. 0.04% No change 900 $330K
Cullen Capital Management, LLC 0.00% No change 900 $330K
True Wealth Design, LLC 0.08% Add +255.3% 899 $329K
Commonwealth Financial Services, LLC 0.08% No change 1,114 $329K
CM Wealth Advisors LLC 0.09% New 950 $329K
Walkner Condon Financial Advisors LLC 0.07% Reduce -0.6% 897 $329K
Headinvest, LLC 0.06% Reduce -4.6% 896 $328K
Maple Capital Management, Inc. 0.03% Reduce -3.7% 896 $328K
Future Financial Wealth Managment LLC 0.25% No change 894 $328K
S.E.E.D. Planning Group LLC 0.12% New 892 $327K
Hoey Investments, Inc. 0.07% Add +12.6% 892 $327K
Sherbrooke Park Advisers LLC 0.06% Reduce -71.7% 892 $327K
Central Valley Advisors, LLC 0.17% Reduce -0.3% 892 $327K
WealthBridge Capital Management, LLC 0.11% Add +0.3% 891 $327K
GW Henssler & Associates Ltd. 0.02% No change 891 $326K
Drake & Associates, LLC 0.12% Reduce -6.1% 890 $326K
Borer Denton & Associates, Inc. 0.12% Add +9.6% 890 $326K
Certified Advisory Corp 0.05% Reduce -5.9% 889 $326K
Wealth Dimensions Group, Ltd. 0.10% Reduce -1.4% 889 $326K
Carmel Capital Partners, LLC 0.13% Add +1.7% 888 $325K
Madison Wealth Partners, Inc 0.12% Reduce -4.3% 888 $325K
MJP Associates Inc. 0.07% Add +8.3% 887 $325K
Per Stirling Capital Management, LLC. 0.05% Add +1.7% 886 $325K
Ifrah Financial Services, Inc. 0.09% Reduce -1.4% 886 $325K
ProVise Management Group, LLC 0.03% No change 884 $324K
Aprio Wealth Management, LLC 0.06% Add +9.0% 884 $324K
Beacon Financial Advisory LLC 0.16% Reduce -1.5% 880 $322K
American Trust 0.03% Reduce -55.6% 880 $322K
Penobscot Wealth Management 0.20% Reduce -76.1% 879 $322K
Mirador Capital Partners LP 0.06% Reduce -3.4% 878 $322K
Signal Advisors Wealth, LLC 0.08% Reduce -7.4% 877 $321K
Waterford Advisors, LLC 0.14% No change 877 $321K
McIlrath & Eck, LLC 0.05% Add +11.2% 877 $321K
PCA Investment Advisory Services Inc. 0.18% Add +0.6% 876 $321K
Adams Wealth Management 0.08% No change 876 $321K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.01% Add +17.1% 876 $321K
AlphaCore Capital LLC 0.09% Add +5.7% 872 $320K
Callan Family Office, LLC 0.07% Reduce -48.0% 870 $319K
Foster Dykema Cabot & Partners, LLC 0.03% Reduce -0.1% 869 $318K
Requisite Capital Management, LLC 0.07% Add +0.3% 863 $316K
Holland Advisory Services, Inc. 0.35% Add +0.6% 861 $316K
Baxter Bros Inc. 0.04% Reduce -1.1% 860 $315K
Verum Partners LLC 0.11% Add +0.3% 857 $314K
Eclectic Associates Inc. 0.14% Reduce -4.4% 851 $312K
Concorde Asset Management, LLC 0.21% Add +3.8% 850 $311K
Octavia Wealth Advisors, LLC 0.05% Reduce -18.1% 849 $311K
Northwest Financial Advisors 0.34% Add +0.1% 849 $311K
Source Financial Advisors LLC 0.09% Reduce -59.4% 848 $311K
Q3 Asset Management 0.09% New 843 $310K
Jmac Enterprises LLC 0.06% Reduce -65.4% 846 $310K
Centric Wealth Management 0.10% Add +3.7% 926 $310K
waypoint wealth counsel 0.24% Add +1.8% 843 $309K
Blodgett Wealth Advisors, LLC 0.28% No change 841 $308K
Sterling Financial Planning, Inc. 0.12% No change 841 $308K
Encompass Wealth Advisors, LLC 0.08% No change 841 $308K
One Charles Private Wealth Services, LLC 0.13% Add +4.1% 841 $308K
Collective Family Office LLC 0.10% Add +8.9% 840 $308K
Gemmer Asset Management LLC 0.04% No change 840 $308K
Middleton & Co. Inc. 0.04% Reduce -22.9% 840 $308K
Manchester Financial Inc. 0.08% Reduce -82.7% 839 $307K
Angeles Wealth Management, LLC 0.03% New 837 $307K
Fi3 FINANCIAL ADVISORS, LLC 0.14% Add +5.3% 910 $306K
Brightwater Advisory LLC 0.25% New 835 $306K
D'Orazio & Associates, Inc. 0.05% Add +4.0% 835 $306K
Barlow Wealth Partners, LLC 0.04% No change 836 $306K
Crown Wealth Group, LLC 0.16% Add +4.5% 832 $305K
Balboa Wealth Partners 0.10% New 831 $304K
Aviso Wealth Management 0.19% Add +17.6% 830 $304K
Whitaker-Myers Wealth Managers, LTD. 0.13% New 830 $304K
SYM FINANCIAL Corp 0.05% Reduce -21.6% 829 $304K
Bridge Advisory, LLC 0.15% Add +0.4% 827 $303K
Rebalance, LLC 0.02% No change 825 $302K
PAX Financial Group, LLC 0.06% Reduce -6.2% 821 $301K
Orion Capital Management LLC 0.16% Reduce -10.9% 820 $300K
Ballew Advisors, Inc 0.21% Reduce -1.5% 804 $299K
Stokes Capital Advisors, LLC 0.09% New 815 $299K
CAP Partners, LLC 0.26% Add +0.4% 813 $298K
Main Street Financial Solutions, LLC 0.03% Reduce -2.5% 813 $298K
Capital City Trust Co. 0.08% No change 807 $296K
Engineers Gate Manager LP 0.01% New 807 $296K
Cambridge Financial Group, LLC 0.14% No change 801 $294K
Axim Planning & Wealth 0.24% No change 800 $293K
Wescott Financial Advisory Group, LLC 0.04% Reduce -13.9% 800 $293K
Ascent Group, LLC 0.03% Reduce -9.5% 799 $293K
Pekin Hardy Strauss, Inc. 0.04% Add +14.3% 798 $293K
First PREMIER Bank 0.08% Reduce -10.2% 795 $292K
Veltria Advisors Corp. 0.08% New 796 $292K
Brady Family Wealth, LLC 0.09% No change 794 $291K
Cheviot Value Management, LLC 0.06% Reduce -15.9% 793 $291K
Bouchey Financial Group, Ltd. 0.03% No change 791 $290K
Relative Value Partners Group, LLC 0.02% Add +0.5% 965 $290K
Foster Victor Wealth Advisors, LLC 0.03% Reduce -3.5% 776 $289K
Aveo Capital Partners, LLC 0.03% Reduce -0.9% 857 $289K
McDonald Partners LLC 0.08% No change 785 $288K
Southland Equity Partners LLC 0.08% Add +4.0% 784 $287K
Holistic Financial Partners 0.15% New 780 $286K
Avalon Trust Co 0.02% Add +62.5% 780 $286K
Disciplined Investments, LLC 0.16% Add +0.1% 779 $285K
Stonebridge Financial Planning Group, LLC 0.15% Reduce -6.1% 775 $284K
Cascade Investment Group, Inc. 0.21% No change 774 $284K
Cutter & CO Brokerage, Inc. 0.07% No change 772 $283K
Jag Capital Management, LLC 0.04% Reduce -7.9% 772 $283K
Moss Adams Wealth Advisors LLC 0.05% Reduce -30.0% 771 $283K
Parisi Gray Wealth Management 0.11% New 771 $282K
Piedmont Capital Management, LLC 0.19% No change 761 $282K
E Fund Management Co., Ltd. 0.02% Add +11.6% 770 $282K
Aerodigm Wealth, LLC 0.11% New 768 $281K
Financial Engines Advisors L.L.C. 0.00% Reduce -43.1% 765 $280K
Ewa, LLC 0.13% New 787 $279K
Broadleaf Partners, LLC 0.07% No change 760 $278K
State of Wyoming 0.05% Add +23.3% 758 $278K
Stewart & Patten Co. LLC 0.04% No change 756 $277K
Kingfisher Capital LLC 0.07% No change 756 $277K
Peddock Capital Advisors, LLC 0.07% No change 755 $277K
Wallace Advisory Group, LLC 0.21% Reduce -11.4% 934 $276K
Houlihan Financial Resource Group, Ltd. 0.12% No change 754 $276K
Barton Investment Management 0.03% No change 753 $276K
General Partner, Inc. 0.17% Add +79.9% 752 $276K
Sabal Trust CO 0.02% No change 752 $276K
HF Advisory Group, LLC 0.15% Reduce -16.9% 750 $275K
Pingora Partners LLC 0.20% No change 750 $275K
Millennium Capital Advisors, LLC 0.19% No change 750 $275K
Graham Capital Management, L.P. 0.01% Reduce -29.8% 750 $275K
Arcus Capital Partners, LLC 0.09% Add +0.3% 750 $275K
Alpine Woods Capital Investors, LLC 0.05% No change 821 $275K
Westside Investment Management, Inc. 0.07% Reduce -5.1% 749 $274K
Hurlow Wealth Management Group, Inc. 0.10% No change 747 $274K
Alerus Financial NA 0.02% Reduce -4.4% 746 $273K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.04% No change 745 $273K
Schaper Benz & Wise Investment Counsel Inc. 0.02% New 744 $273K
Leibman Financial Services, Inc. 0.21% No change 744 $273K
D.B. Root & Company, LLC 0.09% New 744 $273K
QVR LLC 0.05% New 744 $273K
Coastal Bridge Advisors, LLC 0.06% No change 743 $272K
SMART Wealth LLC 0.12% New 742 $272K
Cook Wealth, LLC 0.16% No change 809 $271K
Fragasso Financial Advisors Inc 0.02% Add +5.0% 741 $271K
Mizuho Securities Co. Ltd. 1.49% Reduce -51.0% 740 $271K
Sterling Investment Counsel, LLC 0.13% Add +0.7% 739 $271K
Signature Resources Capital Management, LLC 0.25% No change 915 $271K
LongView Wealth Management 0.11% Reduce -3.9% 735 $269K
Ethos Financial Group, LLC 0.05% Add +3.1% 735 $269K
Colonial River Investments, LLC 0.15% Reduce -4.0% 734 $269K
Intrepid Capital Management Inc. 0.17% No change 733 $269K
Websterrogers Financial Advisors, LLC 0.10% No change 730 $267K
Cascade Financial Partners, LLC 0.04% — 730 $267K
EPG Wealth Management LLC 0.07% Add +4.6% 728 $267K
Independent Solutions Wealth Management, LLC 0.06% Add +4.3% 727 $266K
Paces Ferry Wealth Advisors, LLC 0.17% Reduce -6.8% 727 $266K
First International Bank & Trust 0.09% No change 725 $266K
Financial Enhancement Group LLC 0.04% Add +0.8% 725 $265K
Eagle Bay Advisors LLC 0.17% Reduce -13.0% 723 $265K
Tilia Fiduciary Partners, Inc. 0.21% Reduce -0.6% 722 $265K
Calydon Capital 0.05% New 735 $262K
First Bank & Trust 0.05% New 716 $262K
Ulland Investment Advisors, LLC 0.21% No change 715 $262K
Pinkerton Wealth, LLC 0.04% Reduce -19.2% 714 $262K
Kendall Capital Management 0.09% No change 714 $262K
Roberts Glore & Co. Inc. 0.08% No change 714 $262K
HBW Advisory Services LLC 0.05% No change 884 $261K
Sageworth Trust Co 0.02% No change 710 $260K
McLean Asset Management Corp 0.09% Add +0.4% 698 $260K
Eubel Brady & Suttman Asset Management Inc. 0.04% Add +0.4% 707 $259K
Legacy Financial Group LLC 0.05% New 707 $259K
Orgel Wealth Management, LLC 0.01% Reduce -10.1% 706 $259K
Strategic Financial Concepts, LLC 0.06% New 706 $259K
Successful Portfolios LLC 0.18% No change 703 $258K
TMD Wealth Management, LLC 0.06% No change 702 $257K
Lynch & Associates 0.06% No change 702 $257K
Swisher Financial Concepts, Inc. 0.22% New 693 $257K
Trust Co of Kansas 0.14% No change 701 $257K
Meritas Wealth Management, LLC 0.18% No change 700 $257K
Penbrook Management LLC 0.16% No change 700 $257K
Stone Run Capital, LLC 0.10% No change 700 $257K
Fractal Investments LLC 0.05% New 700 $257K
Northside Capital Management, LLC 0.05% No change 700 $257K
Keebeck Wealth Management 0.04% No change 698 $256K
Dover Advisors, LLC 0.17% New 697 $255K
Sunpointe, LLC 0.28% Reduce -2.0% 696 $255K
Chatham Capital Group, Inc. 0.05% Add +0.1% 696 $255K
Global Financial Private Client, LLC 0.11% No change 701 $255K
MKT Advisors LLC 0.14% New 680 $253K
Key Client Fiduciary Advisors, LLC 0.13% Reduce -1.6% 687 $252K
Opinicus Capital, Inc. 0.22% New 681 $250K
Eagle Capital Management, LLC 0.11% New 679 $249K
Arax Advisory Partners 0.03% Add +44.2% 679 $249K
Revolve Wealth Partners, LLC 0.04% New 678 $249K
Bfsg, LLC 0.03% Add +145.8% 676 $248K
Pacific Center for Financial Services 0.07% Add +0.3% 675 $248K
Integral Investment Advisors, Inc. 0.10% New 676 $247K
KOM Wealth Management Group, LLC 0.24% Reduce -1.9% 671 $246K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% New 670 $246K
Keystone Wealth Services, LLC 0.08% New 669 $245K
Valtinson Bruner Financial Planning LLC 0.10% New 668 $245K
St. Louis Trust Co 0.04% New 668 $245K
First Interstate Bank 0.02% Reduce -10.5% 668 $245K
Physician Wealth Advisors, Inc. 0.05% New 680 $245K
Capital Analysts, LLC 0.01% Add +12.5% 667 $244K
First Affirmative Financial Network 0.18% Reduce -11.5% 664 $243K
Destination Wealth Management 0.01% New 663 $243K
First Business Financial Services, Inc. 0.03% New 663 $243K
Obermeyer Wealth Partners 0.01% New 662 $243K
Brandywine Oak Private Wealth LLC 0.03% New 660 $242K
Ables, Iannone, Moore & Associates, Inc. 0.17% No change 660 $242K
JSF Financial, LLC 0.08% New 659 $242K
Planned Solutions, Inc. 0.12% Add +15.4% 659 $241K
Coordinated Financial Services, Inc. 0.21% — 657 $241K
Optiver Holding B.V. 0.01% Reduce -96.2% 656 $240K
Petix & Botte Co 0.06% Reduce -50.0% 656 $240K
OMC Financial Services LTD 0.12% — 655 $240K
Dechtman Wealth Management, LLC 0.06% New 655 $240K
RW Investment Management LLC 0.03% New 654 $240K
Delta Financial Advisors LLC 0.09% New 653 $239K
Legacy Edge Advisors, LLC 0.05% New 653 $239K
Claret Asset Management Corp 0.04% Reduce -6.3% 652 $239K
Glass Jacobson Investment Advisors llc 0.09% No change 651 $239K
Sand Hill Global Advisors, LLC 0.01% New 651 $239K
Granite FO LLC 0.14% No change 685 $239K
SPC Financial, Inc. 0.02% New 650 $238K
Barnes Pettey Financial Advisors, LLC 0.21% New 650 $238K
Joseph P. Lucia & Associates, LLC 0.13% New 650 $238K
Vigilare Wealth Management 0.12% New 650 $238K
Sax Wealth Advisors, LLC 0.03% New 650 $238K
Pinnacle Bancorp, Inc. 0.07% Reduce -2.4% 649 $238K
Interchange Capital Partners, LLC 0.16% New 637 $238K
Klingman & Associates, LLC 0.02% New 648 $237K
Arbor Investment Advisors, LLC 0.03% New 645 $236K
Financial Network Wealth Advisors LLC 0.23% New 642 $235K
BIP Wealth, LLC 0.02% New 641 $235K
AJOVista, LLC 0.64% No change 641 $235K
Clay Northam Wealth Management, LLC 0.19% New 639 $234K
Independence Bank of Kentucky 0.07% Reduce -0.9% 639 $234K
Steele Capital Management, Inc. 0.01% New 637 $234K
Lokken Investment Group LLC 0.12% New 637 $233K
Hollow Brook Wealth Management LLC 0.09% New 636 $233K
Planning Directions Inc. 0.16% New 635 $233K
GEM Asset Management, LLC 0.16% New 648 $232K
Bright Financial Advisors, Inc. 0.17% — 692 $232K
McAdam, LLC 0.01% New 633 $232K
ORG Partners LLC 0.44% Reduce -85.9% 634 $231K
Altfest L J & Co. Inc. 0.03% New 630 $231K
Bush Investment Group, LLC 0.20% New 630 $231K
Crestmont Private Wealth LLC 0.11% New 629 $230K
ORBA Wealth Advisors, L.L.C. 0.13% New 628 $230K
Lazard Freres Gestion S.A.S. 0.01% New 630 $230K
Semus Wealth Partners LLC 0.19% Reduce -9.1% 627 $230K
GAMCO Investors 0.00% Reduce -11.6% 626 $229K
Harmony Asset Management LLC 0.09% New 625 $229K
Buffington Mohr McNeal 0.04% New 625 $229K
Burt Wealth Advisors 0.06% New 624 $229K
KWB Wealth 0.03% New 620 $227K
Bourne Lent Asset Management Inc. 0.09% New 618 $226K
Strategic Financial Services, Inc. 0.01% New 615 $225K
Apella Capital, LLC 0.01% Reduce -14.2% 605 $225K
Red Wave Investments LLC 0.08% New 614 $225K
Sage Investment Advisers LLC 0.26% Reduce -49.3% 613 $224K
Patron Partners, LLC 0.14% New 612 $224K
Capital Counsel LLC 0.01% New 611 $224K
One Capital Management, LLC 0.01% New 610 $224K
Winslow Capital Management, LLC 0.00% Reduce -39.2% 610 $224K
Core Wealth Partners LLC 0.17% New 609 $223K
Towerpoint Wealth, LLC 0.11% New 608 $223K
Unison Asset Management LLC 0.12% New 606 $222K
Hilltop Partners LLC 0.08% New 605 $222K
KPP Advisory Services LLC 0.06% New 604 $221K
Spirepoint Private Client, LLC 0.03% — 604 $221K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -45.6% 601 $220K
Main Street Group, LTD 0.11% Add +5.6% 605 $220K
Baugh & Associates, LLC 0.12% New 600 $220K
Peak Financial Management, Inc. 0.07% New 600 $220K
Vantage Wealth 0.05% New 600 $220K
Two Sigma Advisers, LP 0.00% Reduce -99.7% 600 $220K
Altiora Financial Group, LLC 0.06% New 598 $219K
Werba Rubin Papier Wealth Management 0.06% New 597 $219K
Phillips Wealth Planners LLC 0.25% New 606 $218K
Hall Capital Management Co. Inc. 0.11% New 595 $218K
Palisades Hudson Asset Management, L.P. 0.10% New 595 $218K
Precision Wealth Strategies, LLC 0.20% New 592 $217K
Faithward Advisors, LLC 0.04% New 591 $217K
FirstPurpose Wealth LLC 0.08% New 580 $216K
Godsey & Gibb, Inc. 0.02% Reduce -6.4% 589 $216K
Nova R Wealth, Inc. 0.11% New 588 $215K
Piscataqua Savings Bank 0.19% Reduce -14.6% 586 $215K
FSM Wealth Advisors, LLC 0.08% New 585 $214K
Prairie Sky Financial Group LLC 0.13% New 585 $214K
ForthRight Wealth Management, LLC 0.08% New 584 $214K
Beaird Harris Wealth Management, LLC 0.02% Add +3.7% 583 $214K
Talisman Wealth Advisors LLC 0.27% New 577 $212K
Fidelity D & D Bancorp Inc. 0.16% New 576 $211K
Aldebaran Financial Inc. 0.30% New 575 $211K
Prelude Capital Management, LLC 0.01% New 575 $211K
Human Investing LLC 0.04% New 574 $210K
Zimmermann Investment Management & Planning LLC 0.08% New 573 $210K
Omnia Family Wealth, LLC 0.10% New 572 $210K
Northcape Wealth Management, LLC 0.08% Reduce -21.9% 572 $210K
Renasant Bank 0.15% New 571 $209K
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.16% Reduce -59.2% 570 $209K
Financial Council, LLC 0.12% New 570 $209K
Tsfg, LLC 0.05% Add +15.7% 567 $208K
Meritage Portfolio Management 0.01% New 568 $208K
Fort, L.P. 0.52% New 567 $208K
Sloy Dahl & Holst, LLC 0.05% New 566 $207K
Retirement Income Solutions, Inc. 0.05% New 566 $207K
Peak Asset Management, LLC 0.04% New 564 $207K
Intelligence Driven Advisers, LLC 0.03% New 564 $206K
Correct Capital Wealth Management 0.05% New 563 $206K
Renaissance Investment Group LLC 0.05% New 563 $206K
Amplius Wealth Advisors, LLC 0.02% New 563 $206K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -33.8% 563 $206K
Family Capital Management, Inc. 0.14% New 561 $206K
Kolinsky Wealth Management, LLC 0.16% Reduce -29.3% 561 $206K
Inspirion Wealth Advisors, LLC 0.03% New 560 $205K
Doheny Asset Management 0.17% New 556 $204K
WoodTrust Financial Corp 0.03% Reduce -44.4% 556 $204K
Linscomb Wealth, Inc. 0.01% New 556 $204K
Boomfish Wealth Group, LLC 0.14% Reduce -68.0% 556 $204K
Princeton Global Asset Management LLC 0.05% Reduce -86.9% 555 $203K
Oxinas Partners, LLC 0.13% Reduce -27.2% 554 $203K
Pegasus Partners Ltd. 0.02% New 554 $203K
Foguth Wealth Management, LLC. 0.11% — 552 $202K
Facet Wealth, Inc. 0.01% New 591 $202K
Element Wealth, LLC 0.12% New 551 $202K
Stephens Consulting, LLC 0.06% No change 551 $202K
Gallacher Capital Management LLC 0.10% Reduce -19.2% 550 $202K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% New 550 $202K
Yarger Wealth Strategies, LLC 0.14% New 550 $201K
Schrum Private Wealth Management LLC 0.18% New 548 $201K
Cassady Schiller Wealth Management, LLC 0.09% Add +82.7% 548 $201K
Retirement Group, LLC 0.07% Reduce -97.1% 544 $199K
First Personal Financial Services 0.05% No change 533 $195K
Capula Management Ltd 0.01% Add +24.0% 527 $193K
Dakota Community Bank & Trust NA 1.02% Reduce -3.2% 513 $188K
Hillsdale Investment Management Inc. 0.01% Add +2.6% 513 $188K
Northwest Bank & Trust Co 0.17% No change 557 $186K
Ameliora Wealth Management Ltd. 0.08% New 500 $183K
M&R Capital Management Inc. 0.04% No change 500 $183K
Frazier Financial Advisors, LLC 0.15% Add +3.8% 495 $181K
Riverview Trust Co 0.14% New 485 $178K
Versant Capital Management, Inc 0.05% Add +7.4% 480 $176K
BOK Financial Private Wealth, Inc. 0.01% No change 468 $171K
C M Bidwell & Associates Ltd. 0.12% Add +0.7% 468 $171K
Front Row Advisors LLC 0.06% Add +45000.0% 451 $165K
West Branch Capital LLC 0.07% Reduce -8.5% 450 $165K
AllSquare Wealth Management LLC 0.10% No change 448 $164K
Cherry Tree Wealth Management, LLC 0.04% No change 445 $163K
Cape Investment Advisory, Inc. 0.08% No change 443 $162K
Briaud Financial Planning Inc 0.09% New 433 $159K
Rowlandmiller & Partners.adv 0.03% No change 431 $158K
Financial Management Professionals, Inc. 0.02% Reduce -3.2% 428 $157K
Bank of New Hampshire 0.04% No change 428 $157K
Tradewinds Capital Management, LLC 0.04% Add +0.5% 424 $155K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.07% No change 420 $154K
Nordwand Advisors, LLC 0.06% No change 420 $154K
Financial Freedom, LLC 0.09% No change 415 $152K
Leonteq Securities AG 0.02% Reduce -82.3% 409 $150K
Covestor Ltd 0.09% Reduce -6.0% 404 $148K
Duncker Streett & Co. Inc. 0.03% Add +0.5% 403 $148K
Impact Partnership Wealth, LLC 0.06% Reduce -76.2% 401 $147K
Birchbrook, Inc. 0.09% No change 400 $147K
Trust Co 0.02% No change 391 $143K
Globeflex Capital L P 0.01% No change 386 $141K
Motco 0.01% No change 382 $140K
Bell Investment Advisors, Inc 0.03% Add +6.9% 374 $137K
Ruedi Wealth Management, Inc. 0.06% Add +16.9% 373 $137K
Nkcfo LLC 0.08% New 365 $134K
Bruce G. Allen Investments, LLC 0.11% Reduce -12.8% 360 $132K
Cetera Trust Company, N.A 0.08% No change 359 $132K
Delos Wealth Advisors, LLC 0.15% Reduce -5.3% 356 $130K
New Covenant Trust Company, N.A. 0.13% — 354 $130K
HighMark Wealth Management LLC 0.08% No change 352 $129K
Center for Financial Planning, Inc. 0.02% Add +40.0% 350 $128K
FSA Wealth Management LLC 0.06% No change 349 $128K
Centerpoint Advisors, LLC 0.05% No change 340 $125K
Oliver Lagore Vanvalin Investment Group 0.04% Add +87.3% 339 $124K
Bear Mountain Capital, Inc. 0.05% Reduce -4.2% 345 $124K
Janiczek Wealth Management, LLC 0.03% Add +1.5% 334 $122K
Atlas Capital Advisors Inc. 0.02% Add +1041.4% 331 $121K
Carolinas Wealth Consulting LLC 0.02% Reduce -4.4% 323 $118K
PrairieView Partners, LLC 0.01% No change 318 $117K
Coston, McIsaac & Partners 0.04% Reduce -4.6% 310 $113K
Atticus Wealth Management, LLC 0.04% Reduce -13.8% 307 $112K
McClarren Financial Advisors, Inc. 0.08% Add +0.3% 306 $112K
Catalyst Funds Management Pty Ltd 0.03% — 300 $110K
GoalVest Advisory LLC 0.04% Add +18.4% 296 $108K
Morton Brown Family Wealth, LLC 0.04% No change 290 $106K
Financial Synergies Wealth Advisors, Inc. 0.01% Add +3475.0% 286 $105K
Barrett & Company, Inc. 0.05% No change 282 $103K
Pathway Financial Advisers, LLC 0.04% Reduce -56.9% 280 $103K
Rakuten Securities, Inc. 0.04% Reduce -15.0% 277 $102K
Avion Wealth 0.03% Add +0.7% 274 $101K
Bay Harbor Wealth Management, LLC 0.03% No change 262 $96K
St. Johns Investment Management Company, LLC 0.04% No change 250 $92K
West Paces Advisors Inc. 0.02% Reduce -5.7% 249 $91K
JNBA Financial Advisors 0.01% No change 246 $90K
Clean Yield Group 0.03% No change 245 $90K
Providence Capital Advisors, LLC 0.02% No change 245 $90K
Virtus Investment Advisers, LLC 0.07% Reduce -9.7% 243 $89K
Kiely Wealth Advisory Group, Inc. 0.05% Add +25.0% 250 $87K
Pin Oak Investment Advisors Inc. 0.08% Reduce -57.1% 232 $85K
Creative Capital Management Investments LLC 0.04% No change 228 $84K
Horrell Capital Management, Inc. 0.02% No change 226 $83K
Cornerstone Planning Group LLC 0.03% Reduce -15.3% 243 $82K
Bray Capital Advisors 0.02% Add +0.5% 223 $82K
Moser Wealth Advisors, LLC 0.04% No change 220 $81K
Founders Capital Management 0.05% Reduce -12.1% 219 $80K
Canton Hathaway, LLC 0.02% No change 217 $80K
Atlantic Private Wealth, LLC 0.06% Add +0.5% 211 $77K
BKM Wealth Management, LLC 0.03% Reduce -57.6% 210 $77K
A.P. Gilfoyle & Co., L.P. 3.86% New 200 $73K
Lynwood Capital Management Inc. 0.44% New 200 $73K
Broadwater Capital Management LLC 0.06% No change 200 $73K
Chelsea Counsel Co. 0.04% No change 200 $73K
Your Advocates Ltd., LLP 0.03% No change 200 $73K
Morgan Dempsey Capital Management LLC 0.02% No change 200 $73K
Estabrook Capital Management 0.01% No change 200 $73K
1832 Asset Management L.P. 0.00% Reduce -12.3% 200 $73K
America First Investment Advisors, LLC 0.02% No change 192 $70K
Private Ocean, LLC 0.01% Add +23.4% 190 $70K
New England Capital Financial Advisors LLC 0.04% No change 189 $69K
GW&K Investment Management, LLC 0.00% Reduce -2.1% 189 $69K
Wolff Wiese Magana LLC 0.06% No change 187 $69K
Gladius Capital Management LP 0.07% New 186 $68K
REAP Financial Group, LLC 0.02% Reduce -78.5% 183 $67K
VitalStone Financial, LLC 0.05% No change 182 $67K
Capital Advisors, Ltd. LLC 0.01% Add +7.8% 179 $66K
Abich Financial Wealth Management LLC 0.05% Add +7.9% 177 $65K
Tacita Capital Inc 0.04% Reduce -28.6% 175 $64K
Horizons Wealth Management 0.04% No change 211 $62K
Atlantic Edge Private Wealth Management, LLC 0.02% Add +26.1% 169 $62K
Private Wealth Management Group, LLC 0.03% No change 169 $62K
Compass Wealth Management LLC 0.02% No change 165 $60K
Abound Wealth Management 0.02% Add +8.6% 165 $60K
Global Wealth Strategies & Associates 0.02% No change 164 $60K
WFA Asset Management Corp 0.03% Add +0.6% 164 $60K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -1.3% 155 $57K
Quarry LP 0.02% Add +43.5% 155 $57K
Mascoma Wealth Management LLC 0.02% No change 155 $57K
Rational Advisors, Inc. 0.01% No change 155 $57K
First Pacific Financial 0.02% Add +2.0% 152 $56K
HBC Financial Services, PLLC 0.04% No change 167 $55K
Spectrum Wealth Counsel, LLC 0.01% No change 148 $54K
Silicon Valley Capital Partners 0.01% Reduce -66.3% 143 $52K
Friedenthal Financial 0.03% New 140 $51K
Valued Wealth Advisors LLC 0.04% Add +297.1% 139 $51K
Planning Capital Management Corp 0.04% Add +20.9% 139 $51K
DiNuzzo Private Wealth, Inc. 0.01% No change 137 $50K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 136 $50K
Syntax Research, Inc. 0.04% No change 135 $49K
Fortitude Family Office, LLC 0.03% No change 133 $49K
Mark Sheptoff Financial Planning, LLC 0.03% No change 132 $48K
Riggs Asset Managment Co. Inc. 0.01% Add +8.2% 132 $48K
Elevation Wealth Partners, LLC 0.02% Reduce -74.2% 132 $48K
Sachetta, LLC 0.02% No change 163 $48K
Centennial Bank 0.02% Reduce -17.1% 131 $48K
Redmont Wealth Advisors LLC 0.07% New 129 $47K
CGC Financial Services, LLC 0.02% No change 126 $46K
Iron Horse Wealth Management, LLC 0.02% Add +8.6% 126 $46K
Vestor Capital, LLC 0.00% New 119 $44K
Pineridge Advisors LLC 0.01% Reduce -5.7% 116 $43K
Park Place Capital Corp 0.01% Reduce -27.9% 111 $41K
Cedar Mountain Advisors, LLC 0.01% No change 110 $40K
SOA Wealth Advisors, LLC. 0.01% Add +3.8% 109 $40K
Caitlin John, LLC 0.03% Add +22.7% 108 $40K
Bellevue Asset Management, LLC 0.02% Reduce -15.2% 106 $39K
Dunhill Financial, LLC 0.03% Add +7.1% 105 $39K
West Financial Advisors, LLC 0.01% No change 103 $38K
Northwest Capital Management Inc 0.01% No change 101 $37K
Twin Lakes Capital Management, LLC 0.02% No change 100 $37K
TCTC Holdings, LLC 0.00% No change 100 $37K
Capstone Investment Advisors, LLC 0.00% No change 91 $33K
DB Fitzpatrick & Co, Inc 0.03% No change 88 $32K
Partnership Wealth Management, LLC 0.02% No change 88 $32K
Aspect Partners, LLC 0.02% No change 85 $31K
Evergreen Private Wealth LLC 0.01% No change 80 $29K
Fairman Group, LLC 0.03% New 79 $29K
Kelly Lawrence W & Associates Inc. 0.01% No change 79 $29K
Lowe Wealth Advisors, LLC 0.01% No change 76 $28K
Thompson Investment Management, Inc. 0.00% New 75 $27K
Annapolis Financial Services, LLC 0.01% No change 74 $27K
Belmont Capital, LLC 0.01% No change 70 $26K
Credential Qtrade Securities Inc. 0.00% No change 67 $25K
TD Capital Management LLC 0.00% Add +61.0% 66 $24K
AlphaMark Advisors, LLC 0.01% No change 65 $24K
Manitou Investment Management Ltd. 0.00% No change 65 $24K
MUFG Securities EMEA plc 0.00% No change 64 $23K
Vima LLC 0.03% Reduce -1.0% 101 $23K
Grayhawk Investment Strategies Inc. 0.02% No change 61 $22K
Global Assets Advisory, LLC 0.01% New 60 $22K
Kathleen S. Wright Associates Inc. 0.01% No change 54 $20K
Raffa Wealth Management, LLC 0.01% Reduce -11.9% 52 $19K
IAG Wealth Partners, LLC 0.00% No change 50 $18K
Game Plan Financial Advisors, LLC 0.01% No change 40 $15K
Burkett Financial Services, LLC 0.01% New 40 $15K
Custom Portfolio Group LLC 0.01% No change 39 $14K
Macroview Investment Management LLC 0.02% No change 39 $14K
Kelly Financial Services LLC 0.01% No change 39 $14K
TruNorth Capital Management, LLC 0.00% — 39 $14K
Arlington Trust Co LLC 0.00% Reduce -28.3% 38 $14K
Fortis Group Advisors, LLC 0.00% Reduce -50.0% 37 $14K
TFC Financial Management, Inc. 0.00% Add +9.7% 34 $13K
Lam Group, Inc. 0.01% No change 30 $11K
Breakwater Investment Management 0.01% — 30 $11K
Financial Gravity Asset Management, Inc. 0.00% Reduce -95.0% 37 $11K
Chesapeake Asset Management LLC 0.01% No change 28 $10K
Clear Point Advisors Inc. 0.01% No change 25 $9K
Winch Advisory Services, LLC 0.00% No change 25 $9K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% Reduce -66.7% 25 $9K
DecisionPoint Financial, LLC 0.00% No change 25 $9K
Davidson Capital Management Inc. 0.00% New 23 $8K
Albion Financial Group 0.00% No change 23 $8K
Red Tortoise LLC 0.00% No change 17 $6K
Mma Asset Management LLC 0.00% New 16 $6K
Criterion Capital Advisors, LLC 0.00% No change 15 $5K
JDM Financial Group LLC 0.00% No change 14 $5K
Westend Capital Management, LLC 0.00% — 14 $5K
Blume Capital Management, Inc. 0.00% No change 13 $5K
PayPay Securities Corp 0.22% Reduce -29.4% 12 $4K
Cedar Wealth Management, LLC 0.00% New 11 $4K
Investment Research & Advisory Group, Inc. 0.00% No change 10 $4K
Stone House Investment Management, LLC 0.00% New 10 $4K
Voisard Asset Management Group, Inc. 0.00% No change 9 $3K
Psagot Value Holdings Ltd. / (Israel) 0.03% Reduce -99.5% 8 $3K
Highline Wealth Partners LLC 0.00% No change 8 $3K
Wetzel Investment Advisors, Inc. 0.00% No change 8 $3K
Pacific Capital Wealth Advisors, Inc. 0.00% New 7 $3K
Semmax Financial Advisors Inc. 0.00% Reduce -41.7% 7 $3K
Proffitt & Goodson Inc. 0.00% No change 6 $2K
POM Investment Strategies, LLC 0.00% No change 5 $2K
TFO Wealth Partners, LLC 0.00% No change 5 $2K
Tucker Asset Management LLC 0.00% No change 5 $2K
Sanctuary Wealth Management, L.L.C. 0.00% No change 4 $1K
WealthCollab, LLC 0.00% No change 4 $1K
Investors Research Corp 0.00% No change 3 $1K
Pinpoint Asset Management Ltd 0.00% New 3 $1K
PEAK6 Investments LLC 0.00% No change 2 $612
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 1 $367

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