CaterpillarCAT

13F holders, Q2 2024 (June 30)
2,709holders −3
137new positions
143sold out
12famous investors
$332.81avg. 13F price*

At the end of Q2 2024, 2,709 institutions reported holding Caterpillar Inc. (CAT) in their 13F filings, down 3 from Q1 2024. 137 opened new positions and 143 sold out. The largest holders were Vanguard Group Inc. ($15.5B), State Street Corp. ($12.2B) and BlackRock Inc. ($12.1B). 12 famous investors held it, including Bill Gates / Michael Larson (5.1% of Gates Foundation Trust's portfolio), Ken Fisher (1.3% of Fisher Asset Management's portfolio) and Tom Gayner (1.0% 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 → Q2 2024

InstitutionsTotal Value
New Positions137$408.5M
Exits143$382.4M

All 13F filers, Q1 2024 → Q2 2024: 15,732,263 shares bought and 19,551,731 shares sold, net −3,819,468 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,709 holders

Vanguard Group Inc. 0.30% Reduce -2.9% 46,478,953 $15.5B
State Street Corp. 0.53% Reduce -2.1% 36,614,119 $12.2B
BlackRock Inc. 0.27% Add +8.0% 36,212,981 $12.1B
Capital World Investors 1.05% Reduce -31.5% 19,290,535 $6.4B
State Farm Mutual Automobile Insurance Co. 5.33% Reduce -0.1% 17,734,370 $5.9B
Geode Capital Management, LLC 0.30% Reduce -0.7% 10,146,307 $3.4B
Fisher Asset Management 1.27% Add +4.9% 8,747,620 $2.9B
Gates Foundation Trust 5.14% No change 7,353,614 $2.4B
Morgan Stanley 0.19% Add +1.1% 7,279,443 $2.4B
Northern Trust Corp. 0.36% Reduce -0.9% 6,362,589 $2.1B
Norges Bank 0.29% Reduce -0.5% 5,915,124 $2.0B
FMR LLC 0.11% Reduce -10.3% 5,336,741 $1.8B
Bank of America Corp. 0.15% Add +2.7% 4,774,059 $1.6B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.34% Add +38.6% 3,563,061 $1.2B
Goldman Sachs Group Inc. 0.23% Add +12.7% 3,540,480 $1.2B
Bank of New York Mellon Corp 0.22% Reduce -5.2% 3,426,325 $1.1B
Charles Schwab Investment Management Inc. 0.20% Reduce -2.2% 3,219,290 $1.1B
Invesco Ltd. 0.23% Add +17.7% 3,194,446 $1.1B
Dimensional Fund Advisors LP 0.27% Add +5.7% 3,069,840 $1.0B
Legal & General Group Plc 0.28% Reduce -1.0% 3,013,605 $1.0B
Nuveen Asset Management, LLC 0.23% Reduce -7.2% 2,311,276 $769.9M
JPMorgan Chase & Co. 0.06% Add +1.5% 2,178,239 $725.6M
Amundi 0.28% Reduce -10.9% 2,173,984 $718.8M
Ameriprise Financial Inc. 0.19% Add +10.4% 2,108,817 $702.4M
Wells Fargo & Company 0.16% Add +4.6% 1,910,805 $636.5M
UBS Group AG 0.19% Add +2.4% 1,891,686 $630.1M
Royal Bank of Canada 0.14% Add +1.7% 1,764,755 $587.8M
Capital Research Global Investors 0.13% Reduce -14.3% 1,730,972 $576.6M
Primecap Management Co. 0.39% Reduce -6.3% 1,622,727 $540.5M
Deutsche Bank AG 0.23% Add +7.4% 1,510,848 $503.3M
Swiss National Bank 0.34% Reduce -3.0% 1,478,600 $492.5M
Barclays PLC 0.22% Reduce -36.4% 1,467,949 $489.0M
Sumitomo Mitsui Trust Group, Inc. 0.35% Reduce -7.4% 1,430,980 $476.7M
Capital Wealth Planning, LLC 4.82% Add +6.4% 1,381,453 $460.2M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.88% Add +1.0% 1,318,999 $439.4M
HSBC Holdings PLC 0.28% Add +4.2% 1,302,055 $433.0M
Nordea Investment Management AB 0.43% Add +4.3% 1,114,039 $369.9M
T. Rowe Price Associates Inc. 0.04% Reduce -3.6% 1,032,135 $343.8M
Lazard Asset Management LLC 0.46% Reduce -3.4% 1,031,494 $343.6M
Bank of Montreal 0.09% Reduce -0.9% 876,394 $312.5M
California Public Employees Retirement System 0.23% Add +0.6% 937,341 $312.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.38% Add +8.3% 934,703 $311.3M
National Pension Service 0.35% Add +0.3% 904,027 $301.1M
Rhumbline Advisers 0.27% Reduce -6.1% 861,461 $287.0M
LPL Financial LLC 0.14% Add +7.7% 836,044 $278.5M
D. E. Shaw & Co. 0.41% Add +246.6% 810,181 $269.9M
California State Teachers Retirement System 0.33% Reduce -2.2% 804,039 $267.8M
Citigroup Inc. 0.24% Reduce -0.9% 747,231 $248.9M
Principal Financial Group Inc. 0.14% Reduce -3.8% 724,283 $241.3M
Corient Private Wealth LP 0.42% Reduce -1.4% 717,239 $238.9M
Bank Julius Baer & Co. Ltd, Zurich 0.89% Add +4.7% 640,641 $232.5M
Stifel Financial Corp. 0.25% Add +4.4% 670,994 $223.5M
Schroder Investment Management Group 0.25% Add +80.9% 666,264 $221.9M
ProShare Advisors LLC 0.59% Reduce -11.4% 662,524 $220.7M
New York State Common Retirement Fund 0.29% Reduce -4.8% 655,246 $218.3M
Victory Capital Management Inc. 0.21% Add +7.7% 626,481 $208.7M
Raymond James & Associates 0.13% Reduce -0.3% 602,992 $200.9M
US Bancorp \de 0.27% Reduce -3.0% 601,165 $200.2M
BNP Paribas Financial Markets 0.22% Reduce -6.8% 589,809 $196.5M
Caisse de depot et placement du Quebec 0.47% Add +145.3% 581,923 $193.8M
Capital International Investors 0.04% Add +14.9% 561,662 $187.1M
Envestnet Asset Management Inc. 0.06% Reduce -8.4% 547,369 $182.3M
Qube Research & Technologies Ltd 0.33% Add +1058.9% 542,345 $180.7M
Alliancebernstein L.P. 0.06% Reduce -4.7% 533,192 $177.6M
Fifth Third Bancorp 0.65% Add +2.1% 512,691 $170.8M
Neuberger Berman Group LLC 0.14% Reduce -9.0% 505,251 $168.3M
American Century Companies Inc. 0.10% Add +5.7% 504,918 $168.2M
Thrivent Financial for Lutherans 0.33% Reduce -0.2% 493,712 $164.5M
New York State Teachers Retirement System 0.35% Reduce -6.0% 493,478 $164.4M
Penserra Capital Management LLC 2.07% Add +47.8% 490,925 $163.5M
State Board of Administration of Florida Retirement System 0.32% Reduce -18.4% 484,119 $161.3M
Los Angeles Capital Management LLC 0.58% Reduce -32.2% 483,306 $161.0M
HighTower Advisors, LLC 0.25% Add +1.6% 476,097 $158.6M
Bank of Nova Scotia 0.31% Reduce -9.2% 476,130 $158.6M
Mitsubishi UFJ Trust & Banking Corp 0.38% Add +18.6% 475,003 $158.2M
Manufacturers Life Insurance Company, The 0.14% Reduce -1.7% 463,970 $154.5M
Squarepoint Ops LLC 0.56% Add +212.1% 448,971 $149.6M
Commonwealth Equity Services, LLC 0.23% Reduce -0.5% 440,906 $146.9M
Zacks Investment Management 1.65% Reduce -15.6% 439,809 $146.5M
Focus Partners Wealth 0.46% Add +2003.4% 405,452 $137.6M
Jane Street Group, LLC 0.15% Add +284.6% 410,535 $136.7M
PNC Financial Services Group, Inc. 0.09% Add +13.9% 406,601 $135.4M
Baird Financial Group, Inc. 0.28% Add +0.7% 400,286 $133.3M
Brandywine Global Investment Management, LLC 0.97% Add +59.6% 388,163 $129.3M
DekaBank Deutsche Girozentrale 0.23% Add +5.7% 394,209 $129.3M
Franklin Resources Inc. 0.04% Add +4.6% 387,867 $129.2M
National Bank of Canada 0.20% Add +107.2% 391,428 $128.8M
Prudential Financial Inc. 0.19% Add +2.0% 380,401 $126.7M
Korea Investment CORP 0.31% Add +26.2% 366,058 $121.9M
Aberdeen Group plc 0.23% Reduce -2.7% 361,687 $120.5M
APG Asset Management N.V. 0.21% Reduce -11.2% 385,367 $119.8M
First Trust Advisors LP 0.11% Add +7.1% 318,366 $106.0M
Raymond James Financial Services Advisors, Inc. 0.15% Add +3.0% 318,276 $106.0M
Asset Management One Co., Ltd. 0.40% Reduce -1.6% 315,490 $105.1M
Renaissance Technologies 0.18% Add +38.5% 314,312 $104.7M
Markel Group 1.02% Add +1.3% 311,500 $103.8M
Jupiter Asset Management Ltd. 0.96% Add +14.7% 304,807 $101.5M
CANADA LIFE ASSURANCE Co 0.19% Add +36.9% 300,054 $100.0M
Great Lakes Advisors, LLC 0.88% Reduce -6.6% 299,298 $99.7M
ING Groep NV 0.59% New 298,483 $99.4M
Danske Bank A/S 0.36% Reduce -7.7% 290,301 $96.7M
Allianz Asset Management GmbH 0.16% Add +26.6% 287,856 $95.9M
Millennium Management 0.08% Add +269.9% 287,801 $95.9M
Rockefeller Capital Management L.P. 0.27% Reduce -2.2% 285,582 $95.2M
Storebrand Asset Management As 0.31% Add +5.7% 279,387 $93.1M
Natixis Advisors, LLC 0.20% Add +3.5% 278,259 $92.7M
Voya Investment Management LLC 0.10% Reduce -47.6% 277,590 $92.5M
Altshuler Shaham Ltd 3.15% Add +3319.7% 275,011 $91.6M
Chevy Chase Trust Holdings, LLC 0.29% Reduce -5.2% 273,784 $91.2M
State of Wisconsin Investment Board 0.24% Reduce -2.6% 273,199 $91.0M
Swedbank AB 0.12% Add +2.1% 270,531 $90.1M
Aviva PLC 0.25% Add +18.3% 270,101 $90.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.06% Add +3.2% 268,523 $89.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.29% Add +7.4% 267,304 $89.0M
Pictet Asset Management Holding SA 0.10% Add +5.9% 266,785 $88.9M
Nomura Asset Management Co. Ltd. 0.30% Reduce -3.4% 266,595 $88.8M
Retirement Systems of Alabama 0.34% Reduce -5.0% 266,168 $88.7M
Cibc World Market Inc. 0.22% Add +45.4% 265,825 $88.5M
Jennison Associates LLC 0.06% Reduce -3.8% 257,800 $85.9M
Janney Montgomery Scott LLC 0.26% Reduce -0.6% 257,160 $85.7M
AQR Capital Management 0.13% Add +39.0% 255,605 $85.0M
TD Asset Management Inc 0.08% Reduce -1.6% 254,695 $84.8M
Empower Advisory Group, LLC 0.31% Reduce -1.2% 250,740 $83.5M
Osaic Holdings, Inc. 0.19% Reduce -13.3% 246,322 $82.1M
Bessemer Group Inc. 0.14% Reduce -7.2% 244,138 $81.3M
Cetera Investment Advisers 0.18% Reduce -6.3% 235,859 $78.6M
Skandinaviska Enskilda Banken AB (publ) 0.37% Add +19.1% 234,112 $78.0M
Royal London Asset Management Ltd. 0.20% Add +7.2% 229,917 $76.6M
Natixis 0.48% Add +7623.2% 228,915 $76.3M
Truist Financial Corp. 0.12% Reduce -4.3% 227,776 $75.9M
SG Americas Securities, LLC 0.49% Reduce -29.4% 227,252 $75.7M
Treasurer of the State of North Carolina 0.32% Reduce -3.8% 226,494 $75.4M
Public Employees Retirement System of Ohio 0.29% Reduce -7.9% 226,251 $75.4M
Creative Planning 0.08% Add +10.1% 224,143 $74.7M
STRS Ohio 0.29% Reduce -2.4% 220,800 $73.5M
M&T Bank Corp 0.25% Reduce -4.7% 215,788 $71.9M
Mariner, LLC 0.14% Add +3.7% 215,707 $71.9M
Cerity Partners LLC 0.19% Reduce -3.3% 212,026 $70.6M
Ensign Peak Advisors, Inc 0.13% Add +1.9% 208,187 $69.3M
Rathbones Group PLC 0.38% Add +11.4% 206,750 $68.9M
Bollard Group LLC 1.90% Add +2.5% 202,370 $67.4M
Mn Services Vermogensbeheer B.V. 0.48% Reduce -2.2% 201,228 $67.0M
Northwestern Mutual Wealth Management Co. 0.07% Reduce -4.6% 200,037 $66.6M
LSV Asset Management 0.15% Reduce -5.8% 199,000 $66.3M
State of Tennessee, Department of Treasury 0.24% Reduce -7.6% 192,730 $64.2M
Teacher Retirement System of Texas 0.36% Add +18.5% 191,306 $63.7M
NewEdge Advisors, LLC 0.46% Add +6.4% 191,163 $63.7M
Cambridge Investment Research Advisors, Inc. 0.23% Reduce -0.2% 188,344 $62.7M
State of New Jersey Common Pension Fund D 0.27% Reduce -37.2% 184,211 $61.4M
Susquehanna International Group, LLP 0.11% Reduce -21.6% 182,082 $60.7M
Mackenzie Financial Corp. 0.09% Add +2.6% 178,960 $59.6M
Old Republic International Corp. 2.40% No change 177,000 $59.0M
Cresset Asset Management, LLC 0.24% Add +62.3% 172,776 $57.6M
AXA S.A. 0.17% Reduce -6.3% 165,933 $55.3M
Resona Asset Management Co.,Ltd. 0.33% Reduce -5.8% 164,763 $54.8M
Toronto Dominion Bank 0.09% Reduce -54.3% 163,395 $54.4M
Financial Counselors Inc. 0.87% Add +0.8% 162,445 $54.1M
Nisa Investment Advisors, LLC 0.34% Add +5.3% 161,125 $53.7M
Kestra Advisory Services, LLC 0.30% Add +8.2% 161,076 $53.7M
Gateway Investment Advisers LLC 0.61% Reduce -0.1% 160,774 $53.6M
Hyman Charles D 2.97% Reduce -0.2% 160,161 $53.4M
Cibc World Markets Corp. 0.35% Add +16.6% 158,926 $52.9M
Citadel Advisors 0.05% New 156,780 $52.2M
Huntington National Bank 0.54% Reduce -1.3% 156,427 $52.1M
Capitolis Liquid Global Markets LLC 0.64% Add +63.2% 155,000 $51.6M
Robeco Institutional Asset Management B.V. 0.11% Add +5.4% 154,257 $51.4M
Assenagon Asset Management S.A. 0.13% Add +13.8% 154,103 $51.3M
Fort Washington Investment Advisors Inc. 0.33% Reduce -6.5% 151,049 $50.3M
Calamos Advisors LLC 0.34% Reduce -3.5% 145,159 $48.4M
Arizona State Retirement System 0.32% Reduce -0.9% 144,773 $48.2M
Capital Fund Management S.A. 0.55% Add +82.6% 144,162 $48.0M
State of Michigan Retirement System 0.24% Add +2.5% 142,972 $47.6M
Pinebridge Investments, L.P. 0.38% Add +46.2% 140,404 $46.8M
MML Investors Services, LLC 0.19% Reduce -7.3% 139,949 $46.6M
Keybank National Association 0.19% Reduce -1.8% 139,656 $46.5M
Tocqueville Asset Management L.P. 0.76% Reduce -8.7% 138,861 $46.3M
Corebridge Financial, Inc. 0.25% — 138,284 $46.1M
Two Sigma Investments, LP 0.11% Add +1984.6% 137,583 $45.8M
Daiwa Securities Group Inc. 0.25% Add +7.2% 136,757 $45.6M
Heritage Investors Management Corp. 1.58% Reduce -1.4% 136,067 $45.3M
Ofi Invest Asset Management 1.20% Reduce -30.3% 145,526 $45.2M
Forsta Ap-Fonden 0.40% Reduce -10.7% 135,600 $45.2M
Manning & Napier Advisors LLC 0.51% — 134,727 $44.9M
MetLife Investment Management, LLC 0.26% Reduce -1.0% 133,667 $44.5M
Commerce Bank 0.28% Reduce -0.2% 131,200 $43.7M
Russell Investments Group, Ltd. 0.07% Add +11.4% 131,157 $43.5M
Mercer Global Advisors Inc. 0.12% Add +33.7% 133,013 $43.2M
Captrust Financial Advisors 0.14% Add +1.1% 129,276 $43.1M
Capital International, Inc. 0.57% Reduce -12.1% 128,021 $42.6M
Meyer Handelman Co. 1.49% Reduce -1.5% 127,241 $42.4M
ExodusPoint Capital Management, LP 0.46% Add +1017.3% 126,665 $42.2M
B. Metzler seel. Sohn & Co. AG 0.41% Reduce -8.2% 126,230 $42.0M
Glenmede Trust Co. NA 0.21% Add +1.1% 124,617 $41.5M
Federated Hermes, Inc. 0.10% Reduce -12.3% 123,947 $41.3M
BI Asset Management Fondsmaeglerselskab A/S 0.66% Add +99.6% 121,491 $40.5M
Vest Financial, LLC 0.96% Reduce -5.9% 120,161 $40.0M
Sanctuary Advisors, LLC 0.29% — 115,174 $39.5M
Sei Investments Co. 0.06% Add +3.4% 118,189 $39.4M
Blair William & Co. 0.12% Reduce -0.0% 117,574 $39.2M
Railway Pension Investments Ltd 0.46% Add +4.4% 115,900 $38.6M
Comerica Bank 0.16% Reduce -3.9% 115,427 $38.4M
Gabelli Funds LLC 0.29% Reduce -0.6% 114,277 $38.1M
QRG Capital Management, Inc. 0.45% Add +13.8% 113,283 $37.7M
Temasek Holdings (Private) Ltd 0.17% Add +1607.4% 112,942 $37.6M
S&co Inc. 2.62% Reduce -2.6% 112,804 $37.6M
Pinnacle Associates Ltd. 0.58% Add +16.0% 111,165 $37.0M
Conning Inc. 1.38% Reduce -6.3% 111,125 $37.0M
KBC Group NV 0.11% Add +80.4% 110,783 $36.9M
Intech Investment Management LLC 0.46% Reduce -31.9% 110,444 $36.8M
Clearstead Advisors, LLC 0.63% Add +2013.3% 110,379 $36.8M
Alpha Cubed Investments, LLC 1.75% Reduce -2.7% 110,354 $36.8M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.41% — 110,146 $36.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% Add +9.7% 109,849 $36.6M
Bradley Foster & Sargent Inc. 0.66% Reduce -2.1% 109,310 $36.4M
NorthCoast Asset Management LLC 0.31% Add +124.9% 108,265 $36.1M
Vontobel Holding Ltd. 0.12% Reduce -4.8% 107,734 $35.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.24% Reduce -3.9% 107,421 $35.8M
Capital International Sarl 1.08% Reduce -16.1% 106,125 $35.4M
Wealth Enhancement Advisory Services, LLC 0.08% Add +18.7% 105,872 $35.3M
Allspring Global Investments Holdings, LLC 0.06% Reduce -3.7% 101,828 $33.9M
IFM Investors Pty Ltd 0.34% No change 101,597 $33.8M
Wesleyan Assurance Society 2.92% No change 101,079 $33.7M
HRT Financial LP 0.19% Add +209.9% 100,289 $33.4M
Quadrature Capital Ltd 0.56% Add +291.8% 100,148 $33.4M
Paralel Advisors LLC 1.59% No change 100,000 $33.3M
Amalgamated Bank 0.28% Reduce -8.4% 99,671 $33.2M
Mesirow Financial Investment Management, Inc. 0.74% Add +0.6% 99,095 $33.0M
Minneapolis Portfolio Management Group, LLC 4.45% Reduce -1.3% 98,751 $32.9M
Steward Partners Investment Advisory, LLC 0.34% Add +1.2% 96,491 $32.1M
AEGON ASSET MANAGEMENT UK Plc 0.45% Add +757.1% 96,403 $32.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.19% Add +56.8% 95,649 $31.9M
Yousif Capital Management, LLC 0.36% Reduce -6.9% 95,554 $31.8M
Country Trust Bank 0.79% Reduce -4.5% 93,882 $31.3M
Czech National Bank 0.36% Add +4.0% 93,194 $31.0M
Main Street Research LLC 2.03% Add +3.1% 92,451 $30.8M
Susquehanna Fundamental Investments, LLC 0.71% New 91,971 $30.6M
Van Eck Associates Corp. 0.04% Add +13.9% 91,435 $30.5M
Handelsbanken Fonder AB 0.13% Reduce -48.5% 90,467 $30.1M
Stephens Inc. 0.46% Reduce -3.7% 90,073 $30.0M
Beacon Pointe Advisors, LLC 0.35% Reduce -0.8% 89,934 $30.0M
Regions Financial Corp. 0.23% Reduce -3.5% 89,683 $29.9M
Brown Advisory Inc. 0.04% Add +1.3% 88,867 $29.6M
Stock Yards Bank & Trust Co. 0.98% Reduce -0.8% 88,539 $29.5M
Prospera Financial Services Inc 0.82% Add +153.8% 88,327 $29.4M
Busey Bank 1.00% Add +11.8% 87,963 $29.3M
Capital International Ltd. 1.35% Reduce -19.5% 87,865 $29.3M
Varma Mutual Pension Insurance Co 0.24% Reduce -12.0% 87,856 $29.3M
Foundry Partners, LLC 1.56% Add +9.1% 87,080 $29.0M
PGGM Investments 0.41% Add +50.5% 87,044 $29.0M
Levin Capital Strategies, L.P. 3.05% Reduce -4.1% 86,654 $28.9M
Swiss Life Asset Management Ltd 0.34% Add +9.8% 86,473 $28.8M
Nichols & Pratt Advisers LLP 1.92% Reduce -2.6% 85,487 $28.5M
O'shaughnessy Asset Management, LLC 0.29% Add +51.1% 85,271 $28.4M
Twinbeech Capital LP 0.56% New 85,214 $28.4M
United Services Automobile Association 0.72% Reduce -2.2% 85,128 $28.4M
Peapack Gladstone Financial Corp. 0.42% Add +1.9% 82,786 $27.6M
Macquarie Group Ltd. 0.03% Add +0.6% 82,577 $27.5M
Edgar Lomax Co. 1.74% Reduce -1.7% 80,823 $26.9M
Utah Retirement Systems 0.32% Reduce -8.9% 80,565 $26.8M
D.A. Davidson & Co. 0.24% Reduce -0.4% 80,490 $26.8M
Vaughan David Investments LLC 0.68% Add +11.5% 80,399 $26.8M
TD Waterhouse Canada Inc. 0.24% Add +30.5% 80,731 $26.6M
J. Safra Sarasin Holding AG 0.48% — 79,121 $26.3M
Credit Agricole S A 0.16% Add +132.8% 78,690 $26.2M
USS Investment Management Ltd 0.21% Reduce -3.5% 77,156 $25.7M
AMF Tjanstepension AB 0.19% Reduce -3.7% 76,734 $25.6M
Erste Asset Management GmbH 0.34% Reduce -2.4% 77,582 $25.4M
Scotia Capital Inc. 0.15% Add +43.1% 76,216 $25.4M
Mediolanum International Funds Ltd 0.41% Add +1.8% 81,020 $24.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% — 74,119 $24.7M
NorthCrest Asset Manangement, LLC 0.81% Add +1.1% 73,157 $24.4M
Guggenheim Capital LLC 0.17% Reduce -12.4% 72,983 $24.3M
Willis Investment Counsel 1.67% Add +0.1% 72,411 $24.1M
Gotham Asset Management 0.31% Add +35.3% 72,319 $24.1M
Trexquant Investment LP 0.37% New 72,172 $24.0M
Banco Santander, S.A. 0.30% Reduce -11.4% 71,765 $23.9M
Achmea Investment Management B.V. 0.43% Add +100.3% 71,713 $23.9M
Marco Investment Management LLC 2.20% Add +0.0% 71,623 $23.9M
Private Advisor Group, LLC 0.16% Add +5.0% 71,078 $23.7M
Xponance LLC 0.24% Reduce -30.7% 69,862 $23.3M
CIBC Asset Management Inc 0.08% Reduce -6.2% 69,692 $23.2M
Cwm, LLC 0.11% Add +27.3% 69,599 $23.2M
Public Employees Retirement Association of Colorado 0.10% Reduce -4.6% 69,343 $23.1M
Advisors Capital Management, LLC 0.40% Reduce -0.1% 69,284 $23.1M
Ausdal Financial Partners, Inc. 2.45% Add +0.2% 68,805 $22.9M
Grassi Investment Management 2.03% Reduce -0.4% 68,554 $22.8M
Mutual of America Capital Management LLC 0.25% Reduce -3.2% 68,265 $22.7M
Sequoia Financial Advisors, LLC 0.27% Add +20.1% 68,040 $22.7M
New York Life Investment Management LLC 0.23% Reduce -3.3% 67,445 $22.5M
Pathstone Holdings, LLC 0.10% Reduce -8.3% 67,341 $22.4M
Glenview Trust Co 0.45% Reduce -3.7% 67,058 $22.3M
Westchester Capital Management, Inc. 5.62% Add +0.1% 66,833 $22.3M
Oppenheimer & Co. Inc. 0.35% Add +9.0% 66,571 $22.2M
Tredje AP-fonden 0.21% Reduce -71.8% 66,290 $22.1M
Cutler Investment Counsel LLC 3.00% Reduce -1.0% 66,233 $22.1M
Aptus Capital Advisors, LLC 0.42% Add +29.0% 66,091 $22.0M
Janus Henderson Group PLC 0.01% Reduce -6.5% 66,021 $22.0M
Man Group plc 0.06% Add +268.9% 65,957 $22.0M
Badgley Phelps Wealth Managers, LLC 0.54% Reduce -18.1% 65,612 $21.9M
Wellington Management Group LLP 0.00% Reduce -7.3% 65,501 $21.8M
Factory Mutual Insurance Co. 0.24% No change 64,100 $21.4M
FineMark National Bank & Trust 0.78% Reduce -0.5% 63,148 $21.0M
Nissay Asset Management Corp. /Japan 0.14% Add +1.9% 62,599 $20.9M
Connor, Clark & Lunn Investment Management Ltd. 0.09% Add +1469.4% 62,241 $20.7M
Fiduciary Trust Co 0.31% Reduce -5.5% 61,945 $20.6M
Delta Asset Management LLC 1.86% Reduce -1.2% 61,857 $20.6M
State of Alaska, Department of Revenue 0.22% Reduce -1.9% 60,046 $20.0M
Blackhill Capital Inc. 1.24% No change 60,000 $20.0M
CCM Investment Advisers LLC 2.35% Reduce -1.1% 59,901 $20.0M
Associated Banc-Corp 0.61% Reduce -1.7% 59,310 $19.8M
Canada Pension Plan Investment Board 0.02% Reduce -85.5% 59,066 $19.7M
UMB Bank, n.a. 0.32% Reduce -7.0% 58,650 $19.5M
Wealthfront Advisers LLC 0.07% Add +4.8% 58,064 $19.3M
Integrated Advisors Network LLC 0.99% Add +22.7% 57,891 $19.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -36.2% 57,082 $19.0M
Richard C. Young & CO., LTD. 2.29% Add +0.3% 56,559 $18.8M
MassMutual Private Wealth & Trust, FSB 0.57% Reduce -2.6% 56,335 $18.8M
Congress Asset Management Co. 0.13% Add +0.3% 56,271 $18.7M
Callahan Advisors, LLC 1.92% Reduce -4.0% 55,373 $18.4M
Moran Wealth Management, LLC 0.61% Add +1.0% 55,310 $18.4M
Wharton Business Group, LLC 0.94% Reduce -1.6% 54,818 $18.3M
Brevan Howard Capital Management LP 1.23% Add +914.0% 54,666 $18.2M
KCM Investment Advisors LLC 0.66% Reduce -1.2% 54,514 $18.2M
HM Payson & Co. 0.33% Add +911.1% 54,449 $18.1M
Mirae Asset Global Investments Co., Ltd. 0.09% Reduce -59.8% 55,066 $18.0M
WINTON GROUP Ltd 1.20% Add +1342.4% 53,469 $17.8M
United Capital Financial Advisors, LLC 0.15% Reduce -8.7% 53,091 $17.7M
LaFleur & Godfrey LLC 2.59% Add +2.7% 53,073 $17.7M
Harvest Portfolios Group Inc. 0.68% Reduce -12.9% 53,053 $17.7M
Fayez Sarofim & Co 0.05% Add +31.1% 52,959 $17.6M
Exchange Traded Concepts, LLC 0.44% Add +117.4% 52,036 $17.3M
Empowered Funds, LLC 0.30% Add +171.7% 51,428 $17.1M
Birmingham Capital Management Co. Inc. 6.62% Reduce -2.7% 50,865 $16.9M
Independent Advisor Alliance 0.57% Reduce -3.9% 49,959 $16.6M
Whittier Trust Co. 0.24% Reduce -2.8% 49,911 $16.6M
Baker Avenue Asset Management, LP 0.57% Reduce -22.4% 49,778 $16.6M
Bar Harbor Wealth Management 1.10% Reduce -2.2% 49,531 $16.5M
Ethic Inc. 0.38% Add +10.2% 49,278 $16.4M
Summit Trail Advisors, LLC 0.43% Add +166.8% 49,191 $16.4M
Inspire Investing, LLC 1.88% Reduce -10.4% 48,876 $16.3M
First National Trust Co 0.67% Add +15.7% 48,823 $16.3M
Savant Capital, LLC 0.16% Add +3.7% 48,741 $16.2M
Vanguard Personalized Indexing Management, LLC 0.31% Add +9.7% 49,012 $16.1M
Allianz SE 0.46% Reduce -9.8% 47,484 $15.8M
CW Advisors, LLC 0.25% Add +2.2% 47,030 $15.7M
Florida Trust Wealth Management Co 0.53% Add +0.3% 46,506 $15.5M
Clear Harbor Asset Management, LLC 1.35% Reduce -1.0% 46,159 $15.4M
Crossmark Global Holdings, Inc. 0.29% Add +6.2% 45,783 $15.3M
NBT Bank, N.A. 1.08% Reduce -1.4% 45,654 $15.1M
Pacer Advisors, Inc. 0.04% Add +7.7% 45,106 $15.0M
American Assets Investment Management, LLC 1.40% No change 45,000 $15.0M
Lido Advisors, LLC 0.12% Add +14.5% 43,652 $14.5M
Quilter Plc 0.32% Reduce -0.7% 43,354 $14.4M
Avantax Advisory Services, Inc. 0.10% Add +23.2% 43,351 $14.4M
Investment Management Corp of Ontario 0.39% Add +185.0% 43,339 $14.4M
Atria Investments, Inc 0.19% Reduce -5.9% 43,046 $14.3M
Rafferty Asset Management, LLC 0.05% Add +1.7% 43,046 $14.3M
Atwater Malick LLC 4.92% Add +0.5% 42,891 $14.3M
Elo Mutual Pension Insurance Co 0.33% Reduce -8.0% 42,785 $14.3M
CENTRAL TRUST Co 0.35% Reduce -0.9% 42,667 $14.2M
M&G PLC 0.10% Add +4.0% 42,641 $14.2M
Cullinan Associates Inc. 0.80% Add +1.5% 42,620 $14.2M
Allied Investment Advisors, LLC 3.32% Reduce -2.5% 42,426 $14.1M
Dodge & Cox 0.01% Reduce -0.1% 42,276 $14.1M
CIBC Private Wealth Group LLC 0.03% Add +1.9% 42,747 $14.1M
Oregon Public Employees Retirement Fund 0.28% Reduce -3.5% 42,007 $14.0M
Ilmarinen Mutual Pension Insurance Co 0.16% Add +223.1% 42,000 $14.0M
DAVENPORT & Co LLC 0.09% Add +1.2% 41,979 $14.0M
Salem Investment Counselors Inc. 0.45% Reduce -0.1% 41,884 $14.0M
Janney Capital Management LLC 0.98% Reduce -6.9% 41,777 $13.9M
B. Riley Wealth Advisors, Inc. 0.35% Add +5.4% 41,668 $13.9M
Culbertson A N & Co. Inc. 2.41% Reduce -3.2% 41,452 $13.8M
Kestra Private Wealth Services, LLC 0.28% Add +44.0% 41,298 $13.8M
Quantinno Capital Management LP 0.25% Add +9.9% 41,032 $13.7M
Bokf, NA 0.24% Add +22.2% 40,949 $13.6M
Teachers Retirement System of the State of Kentucky 0.12% Reduce -2.8% 40,948 $13.6M
Dnca Finance 1.20% — 40,870 $13.6M
Gulf International Bank (UK) Ltd 0.34% Reduce -7.4% 40,782 $13.6M
Stillwater Capital Advisors, LLC 1.89% Reduce -0.8% 40,727 $13.6M
Parsons Capital Management Inc. 0.92% Add +1.8% 40,470 $13.5M
Dana Investment Advisors, Inc. 0.45% Reduce -7.0% 40,392 $13.5M
Clifford Swan Investment Counsel LLC 0.50% Reduce -0.0% 40,152 $13.4M
Jacobs & Co. 1.40% Add +1.1% 40,016 $13.3M
Zimmer Partners, LP 0.25% Add +49.7% 40,000 $13.3M
Segment Wealth Management, LLC 0.98% Add +9.4% 39,967 $13.3M
Bogart Wealth, LLC 0.68% Reduce -0.7% 39,853 $13.3M
Lee Danner & Bass Inc. 1.02% — 39,617 $13.2M
Dearborn Partners LLC 0.57% Reduce -0.9% 39,485 $13.2M
Dakota Wealth Management 0.30% Reduce -36.4% 38,685 $12.9M
Prio Wealth Limited Partnership 0.38% Reduce -4.7% 38,671 $12.9M
Oppenheimer Asset Management Inc. 0.16% Add +59.3% 38,641 $12.9M
LS Investment Advisors, LLC 2.00% Reduce -1.7% 38,569 $12.8M
Teamwork Financial Advisors, LLC 1.89% Add +453.4% 38,259 $12.7M
Noesis Capital Mangement Corp. 2.82% Reduce -0.8% 38,230 $12.7M
Maryland State Retirement & Pension System 0.23% Reduce -4.4% 38,115 $12.7M
Atria Wealth Solutions, Inc. 0.14% Reduce -11.9% 38,041 $12.7M
Capital Investment Advisors, LLC 0.28% Reduce -2.4% 37,807 $12.6M
Synovus Financial Corp. 0.17% Reduce -0.4% 37,806 $12.6M
Mizuho Securities USA LLC 0.28% New 37,707 $12.6M
HB Wealth Management, LLC 0.15% Add +1.4% 37,673 $12.5M
Pittenger & Anderson Inc. 0.51% Reduce -7.7% 37,170 $12.4M
HighPoint Advisor Group LLC 0.73% Add +1.9% 36,021 $12.3M
Kentucky Retirement Systems 0.36% Reduce -4.7% 36,853 $12.3M
Meiji Yasuda Asset Management Co Ltd. 0.50% Reduce -16.8% 36,627 $12.2M
Vantage Investment Partners, LLC 1.10% Add +3.9% 36,288 $12.1M
Advisory Services Network, LLC 0.25% Reduce -3.7% 36,197 $12.1M
CSM Advisors, LLC 0.85% Add +1.8% 36,122 $12.0M
Stockman Wealth Management, Inc. 2.10% Reduce -1.2% 36,015 $12.0M
Andra AP-fonden 0.20% Add +2.9% 36,000 $12.0M
Brookstone Capital Management 0.20% Add +5.0% 33,465 $12.0M
Welch Group, LLC 0.57% Add +2.0% 35,660 $11.9M
CPC Advisors, LLC 1.96% Add +31.4% 35,616 $11.9M
Whittier Trust Co. of Nevada Inc. 0.33% Reduce -2.5% 35,591 $11.9M
LBP Am SA 0.49% Add +1.6% 35,537 $11.8M
MBB Public Markets I LLC 0.24% Add +2195.1% 35,368 $11.8M
Lyell Wealth Management, LP 1.12% Add +2.4% 35,367 $11.8M
Centiva Capital, LP 0.57% New 35,184 $11.7M
Snowden Capital Advisors LLC 0.35% Reduce -2.0% 34,684 $11.6M
Tower Research Capital LLC (TRC) 0.19% Reduce -39.7% 34,565 $11.5M
Summit Financial, LLC 0.52% Add +210.8% 34,456 $11.5M
Hamilton Capital Partners Inc. 1.22% Add +10.0% 34,191 $11.4M
Shelton Capital Management 0.31% Reduce -0.7% 33,695 $11.2M
First American Trust, FSB 1.11% Add +4.3% 33,272 $11.1M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.13% Reduce -2.0% 33,248 $11.1M
Candriam S.C.A. 0.07% Add +0.2% 33,164 $11.0M
F/m Investments LLC 0.40% New 32,908 $11.0M
LMCG Investments, LLC 0.64% Add +0.1% 32,876 $11.0M
Simmons Bank 0.82% Reduce -15.0% 32,754 $10.9M
AIA Group Ltd 0.32% Add +10.3% 32,694 $10.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.11% Reduce -16.6% 32,638 $10.9M
James Investment Research, Inc. 1.29% Reduce -0.6% 32,571 $10.8M
Cornerstone Advisors, LLC 0.44% Reduce -0.6% 32,300 $10.8M
SpiderRock Advisors, LLC 0.28% Add +11.0% 32,297 $10.8M
Jamison Private Wealth Management, Inc. 1.78% Reduce -2.9% 32,118 $10.7M
OMERS ADMINISTRATION Corp 0.10% New 32,077 $10.7M
Weiss Asset Management LP 0.84% Reduce -68.8% 31,865 $10.6M
Federation des caisses Desjardins du Quebec 0.06% Reduce -12.9% 31,671 $10.5M
Hantz Financial Services, Inc. 0.20% Reduce -15.5% 31,411 $10.5M
Hartford Investment Management Co. 0.36% Reduce -4.8% 31,334 $10.4M
MainStreet Investment Advisors LLC 1.27% Reduce -12.2% 31,278 $10.4M
Greenwood Gearhart LLC 0.98% Reduce -0.5% 31,077 $10.4M
German American Bancorp, Inc. 1.18% Add +2.8% 30,846 $10.3M
Shelter Mutual Insurance Co 2.67% No change 30,780 $10.3M
Tidal Investments LLC 0.14% Add +15.5% 30,552 $10.2M
Philadelphia Trust Co. 0.79% Reduce -0.2% 30,518 $10.2M
Paradiem, LLC 2.54% Add +5.8% 30,362 $10.1M
Rwa Wealth Partners, LLC 0.13% Add +0.6% 30,236 $10.1M
Illinois Municipal Retirement Fund 0.15% No change 29,985 $10.0M
Kanawha Capital Management LLC 0.78% Add +8.1% 29,700 $9.9M
United Capital Management of KS, Inc. 2.16% Add +2.0% 29,408 $9.8M
Eagle Global Advisors LLC 0.51% Add +3.1% 29,089 $9.7M
Symmetry Investments LP 1.18% Add +310.1% 28,300 $9.4M
Central Bank & Trust Co. 1.31% Reduce -1.9% 28,288 $9.4M
Freestone Capital Holdings, LLC 0.34% Add +2.5% 28,247 $9.4M
Securian Asset Management, Inc. 0.27% Reduce -6.2% 28,121 $9.4M
Drexel Morgan & Co. 1.99% No change 27,886 $9.3M
Venture Visionary Partners LLC 0.43% Add +2.1% 27,872 $9.3M
Louisiana State Employees Retirement System 0.18% Reduce -6.4% 27,700 $9.2M
Benjamin F. Edwards & Company, Inc. 0.16% Add +10.5% 27,695 $9.2M
Mather Group, Llc. 0.11% Add +245.4% 24,992 $9.2M
Alps Advisors Inc. 0.06% Reduce -0.1% 27,470 $9.2M
Norinchukin Bank, The 0.26% Reduce -2.8% 27,465 $9.1M
Madison Asset Management, LLC 0.11% Reduce -12.6% 27,177 $9.1M
Meiji Yasuda Life Insurance Co 0.18% Add +12.5% 27,135 $9.0M
SlateStone Wealth, LLC 0.97% Reduce -26.9% 27,008 $9.0M
Prime Capital Investment Advisors, LLC 0.13% Reduce -4.9% 26,941 $9.0M
Farmers & Merchants Investments Inc. 0.30% Add +0.5% 26,851 $8.9M
Independent Wealth Network Inc. 4.15% Add +0.1% 26,678 $8.9M
Sigma Investment Counselors Inc. 0.55% Add +1.9% 26,502 $8.8M
Tufton Capital Management 1.71% Reduce -0.9% 26,355 $8.8M
Financial Partners Group, LLC 3.40% Reduce -1.6% 26,329 $8.8M
Integris Wealth Management, LLC 2.53% Reduce -0.2% 26,275 $8.8M
Laurion Capital Management LP 0.29% New 26,269 $8.8M
Addenda Capital Inc. 0.34% Reduce -0.0% 26,231 $8.7M
Orion Porfolio Solutions, LLC 0.09% Add +11.6% 26,197 $8.7M
Orion Portfolio Solutions, LLC 0.09% Add +11.6% 26,197 $8.7M
Townsquare Capital LLC 0.12% Add +19.5% 26,100 $8.7M
Allworth Financial LP 0.06% Add +9.5% 24,960 $8.7M
Employees Provident Fund Board 0.14% Add +5.3% 26,000 $8.7M
Community Bank & Trust, Waco, Texas 2.15% Add +0.2% 25,853 $8.6M
Texas Capital Bank Wealth Management Services Inc 0.89% Add +1.8% 25,834 $8.6M
Vident Advisory, LLC 0.24% Add +5.3% 25,721 $8.6M
New Mexico Educational Retirement Board 0.30% No change 25,702 $8.6M
American National Bank & Trust 1.07% Add +3.3% 25,689 $8.6M
NEOS Investment Management LLC 0.35% Add +75.9% 25,588 $8.5M
Narwhal Capital Management 0.80% Reduce -4.4% 25,466 $8.5M
Logan Capital Management Inc. 0.36% Reduce -0.2% 25,368 $8.5M
Sigma Planning Corp 0.27% Reduce -4.3% 25,340 $8.4M
Generali Powszechne Towarzystwo Emerytalne 2.91% No change 25,118 $8.4M
Coldstream Capital Management Inc. 0.20% Add +13.7% 25,040 $8.3M
Choreo, LLC 0.14% Add +79.8% 25,241 $8.3M
Chartwell Investment Partners, LLC 0.29% Add +38.6% 24,946 $8.3M
Compagnie Lombard Odier SCmA 0.14% Reduce -3.2% 24,827 $8.3M
Nomura Holdings Inc. 0.05% Add +73.8% 24,665 $8.2M
Baader Bank Aktiengesellschaft 0.64% Reduce -29.8% 24,653 $8.2M
Strategic Global Advisors, LLC 1.71% Add +2.0% 24,488 $8.2M
Signet Financial Management, LLC 1.10% Reduce -1.6% 24,487 $8.2M
ARK Investment Management 0.07% Reduce -42.6% 24,468 $8.2M
Metis Global Partners, LLC 0.27% Add +23.3% 23,775 $7.9M
Dynamic Advisor Solutions LLC 0.25% Reduce -0.3% 23,699 $7.9M
Hixon Zuercher, LLC 3.32% Reduce -5.3% 23,661 $7.9M
Ieq Capital, LLC 0.11% Add +11.6% 23,642 $7.9M
Howe & Rusling Inc. 0.72% Reduce -49.1% 23,586 $7.9M
Jefferies Financial Group Inc. 0.17% Reduce -30.4% 23,540 $7.8M
Aull & Monroe Investment Management Corp 3.84% Reduce -3.7% 23,471 $7.8M
Raymond James Trust N.A. 0.18% Reduce -1.8% 23,454 $7.8M
Sentry LLC 1.44% Reduce -0.1% 23,404 $7.8M
Compound Planning, Inc. 0.58% Add +8.6% 23,321 $7.8M
Fusion Capital, LLC 3.54% Reduce -3.6% 23,271 $7.8M
Spinnaker Trust 0.49% No change 23,210 $7.7M
First Financial Bank - Trust Division 0.76% Reduce -3.5% 23,131 $7.7M
Welch & Forbes LLC 0.10% Reduce -1.1% 23,503 $7.7M
Community Bank of Raymore 5.96% Reduce -43.1% 23,063 $7.7M
Principle Wealth Partners LLC 0.58% Reduce -1.8% 23,037 $7.7M
AE Wealth Management LLC 0.08% Add +24.9% 23,025 $7.7M
Groupama Asset Managment 0.10% Reduce -14.2% 23,013 $7.7M
McGuire Investment Group, LLC 1.09% Add +2.0% 22,922 $7.6M
Kavar Capital Partners Group, LLC 1.38% Reduce -2.4% 22,907 $7.6M
Banque Cantonale Vaudoise 0.30% Reduce -16.8% 22,859 $7.6M
Capital Investment Counsel, LLC 1.48% Add +5.6% 22,721 $7.6M
Perigon Wealth Management, LLC 0.22% Reduce -4.5% 22,711 $7.6M
Wesbanco Bank Inc. 0.28% Reduce -3.4% 22,701 $7.6M
Highland Capital Management, LLC 0.45% Add +9.5% 22,676 $7.6M
Apollon Wealth Management, LLC 0.23% Add +8.0% 22,661 $7.5M
Ferguson Wellman Capital Management, Inc. 0.15% Reduce -8.6% 22,570 $7.5M
Engineers Gate Manager LP 0.17% Add +2684.0% 22,467 $7.5M
Global Retirement Partners, LLC 0.23% Add +16.8% 22,466 $7.5M
Moors & Cabot, Inc. 0.40% Reduce -0.2% 22,328 $7.4M
UniSuper Management Pty Ltd 0.06% Add +127.5% 22,296 $7.4M
Hartford Financial Management Inc. 1.59% Reduce -2.8% 22,278 $7.4M
TruWealth Advisors, LLC 0.49% Add +33.4% 22,248 $7.4M
Northwest Investment Counselors, LLC 1.84% Add +0.9% 22,116 $7.4M
City Holding Co. 1.09% Add +0.6% 22,094 $7.4M
Citizens National Bank Trust Department 1.61% Add +0.3% 21,673 $7.2M
Crestwood Advisors Group, LLC 0.15% Add +0.5% 21,506 $7.2M
Boit C F David 3.71% No change 21,400 $7.1M
Tiaa Trust, National Association 0.02% Add +1.5% 21,388 $7.1M
Forvis Mazars Wealth Advisors, LLC 0.18% Reduce -0.1% 21,230 $7.1M
Knuff & Co LLC 2.28% No change 21,107 $7.0M
iA Global Asset Management Inc. 0.13% Add +34.7% 20,947 $7.0M
CHURCHILL MANAGEMENT Corp 0.08% Reduce -1.3% 20,848 $6.9M
Valeo Financial Advisors, LLC 0.22% Reduce -0.1% 20,794 $6.9M
Simplicity Wealth,LLC 0.16% Add +4.3% 20,674 $6.9M
Daiichi Life Insurance Co., Ltd. 0.17% Reduce -23.3% 20,571 $6.9M
Axxcess Wealth Management, LLC 0.19% Reduce -6.2% 20,477 $6.8M
Silver Oak Securities, Incorporated 1.02% Add +0.8% 20,473 $6.8M
Searle & Co. 1.59% No change 20,423 $6.8M
Knights of Columbus Asset Advisors LLC 0.44% Reduce -4.6% 20,336 $6.8M
Trifecta Capital Advisors, LLC 1.50% Add +7.1% 20,334 $6.8M
Beacon Investment Advisory Services, Inc. 0.29% Reduce -16.4% 20,327 $6.8M
Advisors Asset Management, Inc. 0.13% Reduce -4.4% 20,055 $6.7M
Turtle Creek Wealth Advisors, LLC 1.53% Add +15.6% 19,823 $6.6M
Silvercrest Asset Management Group LLC 0.05% Add +14.3% 19,817 $6.6M
Mutual Advisors, LLC 0.20% Reduce -6.7% 19,144 $6.6M
Park Avenue Securities LLC 0.08% Add +36.0% 19,767 $6.6M
Eagle Asset Management Inc. 0.04% Reduce -42.8% 20,000 $6.6M
Pinnacle Financial Partners Inc 0.14% Add +4.6% 18,760 $6.6M
Kingswood Wealth Advisors, LLC 0.59% Add +46.6% 19,718 $6.6M
Vestcor Inc 0.22% Add +5.2% 19,633 $6.5M
Concurrent Investment Advisors, LLC 0.22% Add +26.5% 19,582 $6.5M
Koshinski Asset Management, Inc. 0.60% Add +15.7% 19,957 $6.5M
SteelPeak Wealth, LLC 0.31% Add +64.9% 19,507 $6.5M
Asset Dedication, LLC 0.45% Reduce -0.3% 19,497 $6.5M
Biechele Royce Advisors 2.16% Reduce -4.3% 19,228 $6.4M
MAI Capital Management 0.06% Reduce -1.2% 19,222 $6.4M
Anderson Hoagland & Co. 0.67% No change 19,630 $6.4M
Buckingham Strategic Wealth, LLC 0.07% Reduce -2.3% 19,162 $6.4M
Northeast Investment Management 0.30% Add +0.4% 19,093 $6.4M
Hodges Capital Management Inc. 0.42% Reduce -3.5% 19,005 $6.3M
Colonial Trust Advisors 0.61% Add +4.1% 18,990 $6.3M
Bleakley Financial Group, LLC 0.18% Add +0.8% 18,943 $6.3M
Wedbush Securities Inc. 0.23% Add +3.3% 18,923 $6.3M
Caldwell Trust Co 0.69% Reduce -3.0% 18,815 $6.3M
Capital Group Investment Management Pte. LTD. 1.35% Reduce -19.6% 18,800 $6.3M
OneDigital Investment Advisors LLC 0.08% Add +12.2% 18,751 $6.2M
Kiley Juergens Wealth Management, LLC 1.73% Add +0.3% 18,724 $6.2M
Creekmur Asset Management LLC 1.61% Add +6.9% 18,666 $6.2M
Pallas Capital Advisors LLC 0.28% Add +2.1% 17,457 $6.2M
King Luther Capital Management Corp. 0.03% Add +0.4% 18,653 $6.2M
Cannell & Spears LLC 0.13% Reduce -20.6% 18,651 $6.2M
AustralianSuper Pty Ltd 0.04% Reduce -2.4% 18,550 $6.2M
Physicians Financial Services, Inc. 2.01% Add +1.2% 18,539 $6.2M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -16.1% 18,470 $6.2M
Neville Rodie & Shaw Inc. 0.46% No change 18,385 $6.1M
Columbia Asset Management 1.14% Reduce -2.0% 18,380 $6.1M
Ameritas Advisory Services, LLC 0.23% Add +1.8% 18,339 $6.1M
Quantitative Investment Management, LLC 0.66% New 18,285 $6.1M
Robertson Stephens Wealth Management, LLC 0.32% Add +25.0% 18,263 $6.1M
Aries Wealth Management 1.90% Reduce -0.2% 18,092 $6.0M
Financial & Tax Architects, LLC 1.61% Add +1.3% 18,074 $6.0M
Romano Brothers and Company 0.83% Reduce -0.2% 18,046 $6.0M
Gateway Advisory, LLC 1.01% Add +1.3% 17,825 $5.9M
Cordgrass Capital Advisors, LLC 1.86% Add +0.0% 17,732 $5.9M
Ipswich Investment Management Co., Inc. 1.38% Reduce -1.4% 17,706 $5.9M
Williams Jones Wealth Management, LLC. 0.07% Add +6.8% 17,660 $5.9M
Stratos Wealth Partners, LTD. 0.10% Add +8.5% 17,644 $5.9M
Bridge Creek Capital Management LLC 1.89% Reduce -1.9% 17,598 $5.9M
Abbrea Capital, LLC 0.78% Reduce -2.1% 17,595 $5.9M
Advocate Group LLC 1.18% Add +0.4% 17,593 $5.9M
Trinity Legacy Partners, LLC 1.66% Add +0.8% 17,562 $5.8M
Empirical Finance, LLC 0.36% Reduce -7.6% 17,461 $5.8M
Public Sector Pension Investment Board 0.04% Add +52.5% 17,448 $5.8M
Blue Trust, Inc. 0.08% Add +6.5% 15,789 $5.8M
Ellsworth Advisors, LLC 1.60% Reduce -52.4% 17,226 $5.7M
Equitable Holdings, Inc. 0.06% Add +14.5% 17,223 $5.7M
Summitry LLC 0.30% Reduce -4.3% 17,127 $5.7M
Mizuho Markets Americas LLC 0.16% Reduce -50.5% 17,104 $5.7M
Jones Financial Companies LLLP 0.01% Add +253.4% 17,093 $5.7M
Mairs & Power Inc. 0.06% Reduce -2.0% 17,088 $5.7M
Y-Intercept (Hong Kong) Ltd 0.31% New 17,068 $5.7M
Greenleaf Trust 0.05% Reduce -2.1% 17,039 $5.7M
Family Legacy, Inc. 2.03% Reduce -5.1% 16,999 $5.7M
Country Club Bank 0.39% Reduce -1.1% 17,182 $5.6M
Community Bank, N.A. 0.74% Reduce -2.0% 16,885 $5.6M
Montag A & Associates Inc. 0.28% Reduce -3.8% 16,860 $5.6M
Griffin Asset Management, Inc. 0.65% Add +0.1% 16,847 $5.6M
First Trust Direct Indexing L.P. 0.35% Add +10.5% 16,827 $5.6M
Beach Investment Counsel Inc. 0.69% Reduce -18.5% 16,748 $5.6M
Mathes Company, Inc. 2.04% Add +0.1% 16,683 $5.6M
Paloma Partners Management Co 0.60% Add +275.9% 16,600 $5.5M
Level Four Advisory Services, LLC 0.25% Add +86.5% 16,553 $5.5M
Ascent Wealth Partners, LLC 0.81% Reduce -1.1% 16,532 $5.5M
Ontario Teachers Pension Plan Board 0.05% New 16,526 $5.5M
Foster & Motley Inc. 0.38% Add +1.2% 16,514 $5.5M
Beese Fulmer Investment Management, Inc. 0.50% Reduce -0.7% 16,484 $5.5M
Roundview Capital LLC 0.43% Add +0.6% 16,420 $5.5M
Parcion Private Wealth LLC 0.49% Reduce -2.7% 16,208 $5.4M
Principal Securities, Inc. 0.15% Add +45.3% 16,195 $5.4M
Twin Capital Management Inc. 0.63% Add +1.4% 16,149 $5.4M
EagleClaw Capital Managment, LLC 0.97% Add +3.7% 16,140 $5.4M
Lake Street Advisors Group, LLC 0.26% Add +0.8% 16,136 $5.4M
Sandhill Capital Partners LLC 0.41% Reduce -1.5% 16,067 $5.4M
Holderness Investments Co. 1.26% Reduce -0.4% 15,986 $5.3M
Keeler Thomas Management LLC 1.81% Reduce -2.3% 15,959 $5.3M
Assetmark, Inc. 0.02% Add +45.3% 15,932 $5.3M
Burney Co./ 0.20% Reduce -6.6% 15,930 $5.3M
Wells Trecaso Financial Group, LLC 1.83% Add +0.3% 15,882 $5.3M
Essex Financial Services, Inc. 0.39% Add +29.5% 15,735 $5.3M
Siemens Fonds Invest GmbH 0.39% Reduce -0.9% 15,827 $5.3M
Kentucky Retirement Systems Insurance Trust Fund 0.36% Reduce -6.1% 15,774 $5.3M
Bank of Hawaii 0.24% Reduce -0.7% 15,740 $5.2M
Financial Advocates Investment Management 0.33% Reduce -39.8% 15,714 $5.2M
Eukles Asset Management 2.25% Add +0.1% 15,644 $5.2M
Legacy CG, LLC 1.77% Add +2.0% 15,589 $5.2M
Studio Investment Management LLC 1.18% Add +1.3% 15,569 $5.2M
B & T Capital Management DBA Alpha Capital Management 1.01% Reduce -3.5% 15,565 $5.2M
Northwestern Mutual Investment Management Company, LLC 0.13% Reduce -3.6% 15,564 $5.2M
TCI Wealth Advisors, Inc. 0.49% Reduce -9.5% 15,548 $5.2M
Montgomery Investment Management Inc. 2.04% No change 15,480 $5.2M
Integrated Wealth Concepts LLC 0.07% Reduce -6.4% 15,426 $5.1M
Goelzer Investment Management, Inc. 0.29% Reduce -0.0% 15,397 $5.1M
NewSquare Capital LLC 0.44% Add +10.8% 15,388 $5.1M
Verition Fund Management LLC 0.04% Reduce -52.7% 15,339 $5.1M
Cary Street Partners Investment Advisory LLC 0.20% Reduce -6.7% 15,241 $5.1M
Robbins Farley 2.70% Add +3.1% 15,238 $5.1M
Flputnam Investment Management Co. 0.10% Add +237.8% 15,223 $5.1M
Simplex Trading, LLC 0.16% Add +124.2% 15,201 $5.1M
Castellan Group 2.40% Add +6.5% 15,112 $5.0M
Richard Bernstein Advisors LLC 0.11% Add +0.0% 15,072 $5.0M
Americana Partners, LLC 0.39% Add +1.2% 15,044 $5.0M
Equitable Trust Co. 0.34% Reduce -3.6% 15,021 $5.0M
Tower View Wealth Management LLC 2.87% Add +0.7% 15,016 $5.0M
Blackston Financial Advisory Group, LLC 2.80% New 15,009 $5.0M
Kentucky Farm Bureau Mutual Insurance Co 1.14% No change 15,000 $5.0M
RBF Capital, LLC 0.29% No change 15,000 $5.0M
Geneos Wealth Management Inc. 0.22% Reduce -5.7% 14,961 $5.0M
Malaga Cove Capital, LLC 2.02% Add +2.2% 14,947 $5.0M
Resolute Wealth Strategies, LLC 2.86% Reduce -3.1% 14,897 $5.0M
Canandaigua National Bank & Trust Co. 0.54% Reduce -3.3% 14,819 $4.9M
Vinva Investment Management Ltd 0.25% Reduce -6.0% 15,037 $4.9M
Chicago Capital, LLC 0.15% Add +3.6% 14,782 $4.9M
Monument Capital Management 1.45% Reduce -2.4% 14,776 $4.9M
Old National Bancorp 0.11% Reduce -9.2% 14,632 $4.9M
Amova Asset Management Americas, Inc. 0.06% Reduce -24.8% 14,627 $4.9M
Waverly Advisors, LLC 0.10% Add +37.6% 14,610 $4.9M
Plato Investment Management Ltd 0.45% Add +8.4% 14,594 $4.9M
Sandy Spring Bank 0.21% Reduce -1.4% 14,488 $4.8M
Great Valley Advisor Group, Inc. 0.13% Add +3.8% 14,440 $4.8M
Mission Creek Capital Partners, Inc. 1.21% Add +21.6% 14,382 $4.8M
FRG Family Wealth Advisors LLC 0.92% Reduce -1.1% 14,624 $4.8M
Covington Investment Advisors Inc. 0.77% New 14,325 $4.8M
StoneX Group Inc. 0.38% Add +12.2% 14,302 $4.8M
Webster Bank, N. A. 0.52% Reduce -3.1% 14,160 $4.7M
FORA Capital, LLC 0.57% New 14,144 $4.7M
Wright Investors Service Inc. 1.24% Add +0.9% 14,142 $4.7M
Merit Financial Group, LLC 0.10% Add +3.5% 14,133 $4.7M
Valley Wealth Managers, Inc. 0.37% Reduce -10.5% 14,095 $4.7M
Seascape Capital Management 1.74% Add +1.2% 14,005 $4.7M
GAM Holding AG 0.36% Reduce -22.3% 13,958 $4.6M
First Merchants Corp. 0.19% Reduce -17.7% 13,950 $4.6M
Wealthcare Advisory Partners LLC 0.14% Add +8.4% 13,931 $4.6M
Arrow Financial Corp 0.45% Reduce -4.9% 13,884 $4.6M
U.S. Capital Wealth Advisors, LLC 0.18% Add +4.2% 13,865 $4.6M
Altrius Capital Management Inc 1.21% Add +2.4% 13,772 $4.6M
Johnson Financial Group, Inc. 0.22% Add +129.1% 13,748 $4.6M
Leuthold Group, LLC 0.53% Reduce -0.9% 13,733 $4.6M
IronBridge Private Wealth, LLC 1.70% Reduce -1.5% 13,655 $4.5M
Sowell Financial Services LLC 0.21% Reduce -4.3% 13,450 $4.5M
Bailard, Inc. 0.12% Add +3.0% 13,435 $4.5M
Faithward Advisors, LLC 0.81% Add +2164.5% 13,383 $4.5M
Gilliland Jeter Wealth Management LLC 1.50% Add +0.1% 13,363 $4.5M
Ameritas Investment Partners, Inc. 0.15% Reduce -1.3% 13,303 $4.4M
Kintegral Advisory, LLC 0.42% Reduce -20.4% 13,160 $4.4M
Reliant Investment Management, LLC 2.06% Reduce -27.6% 13,137 $4.4M
FAS Wealth Partners, Inc. 0.38% Add +6.6% 13,123 $4.4M
Ledyard National Bank 0.42% Add +0.9% 13,104 $4.4M
Laird Norton Wetherby Wealth Management, LLC 0.21% Reduce -2.1% 13,094 $4.4M
Tokio Marine Asset Management Co. Ltd. 0.21% Add +2.5% 13,041 $4.3M
Trajan Wealth LLC 0.28% Reduce -3.0% 13,020 $4.3M
Blue Edge Capital, LLC 0.72% Reduce -0.1% 13,007 $4.3M
Guyasuta Investment Advisors Inc. 0.32% No change 14,612 $4.3M
Trust Co. of Vermont 0.23% Reduce -2.6% 12,949 $4.3M
Anchor Investment Management, LLC 0.44% Add +3.9% 12,941 $4.3M
Iowa State Bank 0.94% Reduce -8.9% 12,826 $4.3M
Viewpoint Capital Management LLC 2.61% Reduce -49.5% 12,785 $4.3M
Thoroughbred Financial Services, LLC 0.28% Add +20.9% 12,784 $4.3M
Stonebridge Capital Management Inc. 1.81% No change 12,722 $4.2M
Plimoth Trust Co. LLC 1.13% Reduce -0.8% 12,712 $4.2M
Hayek Kallen Investment Management 1.58% Reduce -1.3% 12,697 $4.2M
DT Investment Partners, LLC 0.37% Add +0.1% 12,557 $4.2M
Applied Capital LLC 3.64% Add +1.2% 12,511 $4.2M
Barbara Oil Co. 1.82% No change 12,500 $4.2M
Ogorek Anthony Joseph /NY/ 1.44% Add +0.2% 12,460 $4.2M
Jackson Square Capital, LLC 1.02% Reduce -3.0% 12,399 $4.1M
J.P. Marvel Investment Advisors, LLC 0.68% Reduce -0.8% 12,364 $4.1M
Vista Investment Partners LLC 1.37% Add +0.6% 12,323 $4.1M
North Star Investment Management Corp. 0.30% Reduce -18.2% 12,298 $4.1M
Members Trust Co 0.12% No change 12,268 $4.1M
Jacobi Capital Management LLC 0.35% Add +0.1% 12,207 $4.1M
Liberty One Investment Management, LLC 0.46% Reduce -6.5% 12,206 $4.1M
Signaturefd, LLC 0.08% Reduce -2.8% 12,206 $4.1M
Sapient Capital LLC 0.08% Reduce -4.0% 12,190 $4.1M
Panagora Asset Management Inc. 0.02% Reduce -95.8% 12,132 $4.0M
Whitener Capital Management, Inc. 1.22% Add +2.0% 12,086 $4.0M
Profund Advisors LLC 0.15% Reduce -4.8% 12,076 $4.0M
Meeder Advisory Services, Inc. 0.28% Add +31.7% 11,990 $4.0M
Focus Financial Network, Inc. 0.17% Add +5.3% 11,159 $4.0M
Azimuth Capital Investment Management LLC 0.16% Reduce -2.5% 11,960 $4.0M
Global Wealth Management Investment Advisory, Inc. 0.93% Add +3.8% 11,948 $4.0M
Argyle Capital Management, LLC 1.64% Reduce -14.2% 11,942 $4.0M
Leavell Investment Management, Inc. 0.22% Add +1.4% 11,922 $4.0M
Slow Capital, Inc. 0.64% Reduce -2.0% 11,908 $4.0M
New Hampshire Trust 0.90% Add +1.9% 11,834 $3.9M
Fifth Third Wealth Advisors LLC 0.30% Add +70.1% 11,811 $3.9M
Spire Wealth Management 0.14% Reduce -16.4% 11,694 $3.9M
Kingsview Wealth Management, LLC 0.09% Reduce -2.9% 11,658 $3.9M
EP Wealth Advisors, LLC 0.04% Add +11.1% 11,632 $3.9M
Procyon Advisors, LLC 0.29% Reduce -0.5% 11,628 $3.9M
Midland Wealth Advisors, LLC 0.23% Reduce -1.0% 11,563 $3.9M
Gouws Capital LLC 2.75% Add +2.4% 11,547 $3.8M
Spirit of America Management Corp. 0.78% No change 11,490 $3.8M
Frank, Rimerman Advisors LLC 0.27% New 11,463 $3.8M
XTX Topco Ltd 0.33% New 11,453 $3.8M
Providence Wealth Advisors, LLC 3.01% Add +0.6% 11,587 $3.8M
Johnson Investment Counsel Inc. 0.04% Reduce -0.5% 11,344 $3.8M
Creative Financial Designs Inc. 0.33% Add +2.2% 11,282 $3.8M
Smith, Moore & Co. 0.39% Add +2.2% 11,281 $3.8M
Caprock Group, LLC 0.15% Add +59.9% 11,276 $3.8M
MWA Asset Management 2.67% Reduce -0.5% 11,259 $3.8M
Modus Advisors, LLC 1.33% Add +0.5% 11,253 $3.7M
Nicholas Hoffman & Company, LLC. 0.18% Add +5.1% 11,239 $3.7M
Wakefield Asset Management LLLP 1.31% Reduce -7.2% 11,234 $3.7M
Moneta Group Investment Advisors LLC 0.06% Add +6.0% 11,173 $3.7M
BLB&B Advisors, LLC 0.20% Reduce -1.8% 11,173 $3.7M
Relative Value Partners Group, LLC 0.48% Add +1047.9% 11,077 $3.7M
Lake Street Private Wealth, LLC 0.48% Add +141.6% 11,077 $3.7M
Asset Management Group, Inc. 0.56% Add +0.6% 11,057 $3.7M
Capital Investment Counsel, Inc 0.55% Add +2.8% 11,035 $3.7M
Money Concepts Capital Corp. 0.31% Reduce -2.5% 11,011 $3.7M
CPA Asset Management Group, LLC 1.96% No change 11,009 $3.7M
Regency Capital Management Inc.\DE 2.36% Add +8.1% 10,996 $3.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.11% Add +66.3% 10,964 $3.7M
Commerzbank Aktiengesellschaft 0.12% Add +0.9% 10,933 $3.6M
Heritage Trust Co 0.48% Reduce -0.6% 10,933 $3.6M
IHT Wealth Management, LLC 0.14% Add +4.8% 10,906 $3.6M
Capstone Investment Advisors, LLC 0.16% Add +11827.5% 10,854 $3.6M
Consolidated Capital Management, LLC 1.73% Reduce -33.4% 10,853 $3.6M
Traynor Capital Management, Inc. 0.30% Add +1.3% 10,789 $3.6M
&partners 0.16% Add +85.2% 10,788 $3.6M
Campbell & CO Investment Adviser LLC 0.31% New 10,773 $3.6M
Whalerock Point Partners, LLC 0.96% No change 10,742 $3.6M
Boyd Watterson Asset Management LLC 1.03% No change 10,737 $3.6M
MV Capital Management, Inc. 0.40% Add +1.6% 10,713 $3.6M
Kinloch Capital, LLC 1.86% Reduce -1.9% 10,697 $3.6M
Pure Financial Advisors, LLC 0.10% Add +3.1% 10,675 $3.6M
Asahi Life Asset Management Co., LTD. 2.43% Reduce -19.2% 10,625 $3.5M
PFG Advisors 0.24% Add +1.9% 10,623 $3.5M
Tritonpoint Wealth, LLC 0.34% Reduce -0.8% 10,612 $3.5M
Graypoint LLC 0.24% Reduce -6.2% 10,590 $3.5M
Harbor Capital Advisors, Inc. 0.27% Add +0.2% 10,528 $3.5M
Mystic Asset Management, Inc. 1.41% Reduce -0.2% 10,455 $3.5M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -70.3% 10,449 $3.5M
Legacy Financial Strategies, LLC 0.84% Add +8.6% 10,514 $3.5M
JPL Wealth Management, LLC 1.69% Add +12.6% 10,359 $3.5M
Hudson Capital Management LLC 1.20% New 10,350 $3.4M
Prudential PLC 0.02% Add +38.2% 10,333 $3.4M
Occidental Asset Management, LLC 0.60% Add +4.7% 10,331 $3.4M
Onex Canada Asset Management Inc. 0.39% Reduce -0.1% 10,325 $3.4M
Mitchell McLeod Pugh & Williams Inc. 0.78% No change 10,314 $3.4M
Trust Co. of Toledo NA 0.49% No change 10,230 $3.4M
Naples Global Advisors, LLC 0.34% Reduce -0.3% 10,187 $3.4M
KMG Fiduciary Partners, LLC 0.33% Add +1.6% 10,176 $3.4M
Monetary Management Group Inc. 0.90% Reduce -2.4% 10,167 $3.4M
Worldquant Millennium Advisors LLC 0.03% Add +59.4% 10,134 $3.4M
Evercore Wealth Management, LLC 0.05% Reduce -0.6% 10,122 $3.4M
Caldwell Sutter Capital, Inc. 1.67% Reduce -7.1% 10,118 $3.4M
Oliver Luxxe Assets LLC 0.72% Reduce -0.6% 10,116 $3.4M
Brown Brothers Harriman & Co. 0.03% Reduce -3.1% 10,108 $3.4M
Cynosure Group, LLC 0.54% Add +177.8% 10,099 $3.4M
Baldwin Investment Management, LLC 0.46% No change 10,053 $3.3M
First Dallas Securities Inc. 1.47% Reduce -1.5% 10,046 $3.3M
Cullen/Frost Bankers, Inc. 0.05% Reduce -15.5% 10,026 $3.3M
Hudock, Inc. 0.62% Add +1.8% 9,947 $3.3M
1ST Source Bank 0.19% Reduce -0.7% 9,947 $3.3M
Argent Trust Co 0.14% Add +1.3% 9,880 $3.3M
Dumont & Blake Investment Advisors LLC 0.47% Add +181.6% 9,866 $3.3M
Schnieders Capital Management LLC 0.67% Reduce -3.9% 9,859 $3.3M
Cumberland Advisors Inc. 1.34% No change 9,850 $3.3M
NorthRock Partners, LLC 0.12% Add +3.1% 9,848 $3.3M
Truvestments Capital LLC 1.30% Add +1.1% 9,821 $3.3M
Finer Wealth Management, Inc. 2.10% Reduce -3.8% 9,789 $3.3M
Sound View Wealth Advisors Group, LLC 0.34% Add +3.0% 9,758 $3.3M
Independent Financial Group, LLC 0.13% Add +4.1% 9,756 $3.3M
Mill Capital Management, LLC 0.27% No change 9,737 $3.2M
Citizens Financial Group Inc. 0.07% Add +50.3% 9,721 $3.2M
Alberta Investment Management Corp 0.04% Reduce -31.7% 9,700 $3.2M
SeaCrest Wealth Management, LLC 0.37% Reduce -5.3% 9,634 $3.2M
LMG Wealth Partners, LLC 0.80% Add +2.5% 9,628 $3.2M
WR Wealth Planners, LLC 0.98% Reduce -6.9% 9,612 $3.2M
Wellington Shields & Co., LLC 1.04% No change 9,608 $3.2M
Hoylecohen, LLC 0.24% Reduce -0.8% 9,544 $3.2M
Mirabella Financial Services LLP 0.27% New 9,537 $3.2M
Pinnacle Holdings, LLC 1.48% Reduce -1.5% 9,531 $3.2M
First National Bank & Trust Co. of Newtown 0.64% Add +1.1% 9,526 $3.2M
Cambridge Advisors Inc. 0.74% Reduce -0.2% 9,525 $3.2M
Ibex Wealth Advisors 0.49% Add +19.3% 9,495 $3.2M
Acadian Asset Management LLC 0.01% Add +4.9% 9,483 $3.2M
Palisade Asset Management, LLC 0.33% Reduce -0.3% 9,447 $3.1M
Brendel Financial Advisors LLC 2.00% New 9,444 $3.1M
Nilsine Partners, LLC 0.42% Add +5.6% 9,431 $3.1M
RB Capital Management, LLC 0.84% Reduce -0.7% 9,414 $3.1M
Buckley Wealth Management, LLC 0.99% Add +0.1% 9,352 $3.1M
Stamos Capital Partners, L.P. 0.66% Add +12.8% 9,350 $3.1M
McKinley Carter Wealth Services, Inc. 0.20% Reduce -1.0% 9,343 $3.1M
Global Trust Asset Management, LLC 1.25% Reduce -0.9% 9,329 $3.1M
BNC Wealth Management, LLC 1.15% Add +26.6% 9,319 $3.1M
Avitas Wealth Management LLC 0.45% Add +0.5% 9,308 $3.1M
Graphene Investments SAS 1.95% No change 9,300 $3.1M
Hennessy Advisors Inc. 0.12% Reduce -1.1% 9,300 $3.1M
Seizert Capital Partners, LLC 0.15% Reduce -2.7% 9,214 $3.1M
AMG National Trust Bank 0.08% Add +32.4% 9,212 $3.1M
HBK Sorce Advisory LLC 0.11% Reduce -6.0% 9,168 $3.1M
Aire Advisors, LLC 0.69% Reduce -2.5% 9,111 $3.0M
River Street Advisors LLC 1.88% Add +1.3% 9,087 $3.0M
Gladstone Institutional Advisory LLC 0.16% Reduce -5.4% 9,078 $3.0M
L2 Asset Management, LLC 0.91% Add +19.6% 9,078 $3.0M
Occudo Quantitative Strategies LP 0.53% Add +807.8% 9,014 $3.0M
Mgo One Seven LLC 0.14% Reduce -7.0% 8,995 $3.0M
South Dakota Investment Council 0.06% Reduce -0.1% 8,964 $3.0M
DRW Securities, LLC 0.18% Add +585.5% 8,959 $3.0M
J.W. Cole Advisors, Inc. 0.14% Reduce -0.2% 8,912 $3.0M
Penobscot Investment Management Company, Inc. 0.29% Add +12.2% 8,905 $3.0M
Douglass Winthrop Advisors, LLC 0.06% Add +0.1% 8,896 $3.0M
Lowe Brockenbrough & Co. Inc. 0.20% Reduce -0.2% 8,872 $3.0M
CreativeOne Wealth, LLC 0.15% Reduce -0.2% 8,867 $3.0M
Adirondack Trust Co. 1.20% Reduce -0.3% 8,838 $2.9M
Gould Capital, LLC 2.08% Reduce -16.4% 8,835 $2.9M
Wilmington Savings Fund Society, FSB 0.11% Reduce -0.3% 8,835 $2.9M
Jaffetilchin Investment Partners, LLC 0.25% Add +2.6% 8,833 $2.9M
Concord Wealth Partners 0.52% Add +5.7% 8,774 $2.9M
Hanson & Doremus Investment Management 0.49% Reduce -0.7% 8,725 $2.9M
Convergence Investment Partners, LLC 0.85% Add +22.1% 8,711 $2.9M
Family Manage LLC 0.51% Add +8.9% 8,702 $2.9M
Ti-Trust, Inc. 2.23% Reduce -4.5% 8,692 $2.9M
Cullen Investment Group, LTD. 0.46% Reduce -3.0% 8,685 $2.9M
Neo Ivy Capital Management 0.57% — 8,684 $2.9M
Smith Salley Wealth Management 0.21% Add +4.8% 8,676 $2.9M
Abn Amro Investment Solutions 0.05% Add +272.2% 8,621 $2.9M
Daymark Wealth Partners, LLC 0.13% Add +0.7% 128,254 $2.9M
AlTi Global, Inc. 0.08% Reduce -23.3% 8,566 $2.9M
First Horizon Advisors, Inc. 0.09% Add +15.1% 8,564 $2.9M
Atlantic Union Bankshares Corp 0.18% Reduce -1.6% 8,533 $2.8M
Park National Corp. 0.10% Reduce -1.9% 8,522 $2.8M
Rothschild Investment LLC 0.20% Reduce -2.1% 8,472 $2.8M
G&S Capital LLC 1.22% Add +69.6% 8,114 $2.8M
Loudon Investment Management, LLC 1.65% No change 8,418 $2.8M
Chapin Davis, Inc. 0.96% Add +1.9% 8,413 $2.8M
Cornell Pochily Investment Advisors, Inc. 1.07% Reduce -1.4% 8,410 $2.8M
CTC Alternative Strategies, Ltd. 1.19% New 8,400 $2.8M
Becker Capital Management Inc. 0.10% Reduce -2.6% 8,384 $2.8M
Core Wealth Advisors, Inc. 0.95% Reduce -5.4% 8,327 $2.8M
Choate Investment Advisors 0.07% Reduce -4.6% 8,319 $2.8M
Susquehanna Portfolio Strategies, LLC 0.11% Reduce -88.3% 8,300 $2.8M
Boltwood Capital Management 0.86% Reduce -0.3% 8,256 $2.8M
Quantbot Technologies LP 0.13% New 8,205 $2.7M
Westpac Banking Corp. 0.22% No change 8,203 $2.7M
Zhang Financial LLC 0.19% Add +2.2% 8,195 $2.7M
Qtron Investments LLC 0.39% Reduce -9.1% 8,135 $2.7M
Old Port Advisors 0.81% Reduce -0.7% 8,093 $2.7M
Oxbow Advisors, LLC 0.33% Add +1.3% 8,065 $2.7M
Mb, Levis & Associates, LLC 1.41% Reduce -0.5% 8,050 $2.7M
Fidelis Capital Partners, LLC 0.38% Add +32.0% 8,228 $2.7M
V-Square Quantitative Management LLC 0.43% Reduce -5.1% 8,034 $2.7M
FLC Capital Advisors 0.66% Reduce -0.3% 8,032 $2.7M
Murphy, Middleton, Hinkle & Parker, Inc. 1.55% Reduce -4.0% 8,017 $2.7M
Beacon Bank & Trust 0.67% Reduce -4.5% 8,015 $2.7M
Bowen Hanes & Co. Inc. 0.07% Reduce -0.3% 8,009 $2.7M
Cohen Klingenstein LLC 0.10% No change 8,000 $2.7M
Lifeworks Advisors, LLC 0.74% Add +18.4% 7,998 $2.7M
Parallel Advisors, LLC 0.07% Reduce -2.5% 7,992 $2.7M
Court Place Advisors, LLC 0.83% Reduce -1.2% 7,964 $2.7M
Private Trust Co. NA 0.29% Reduce -25.6% 7,955 $2.6M
Tradewinds, LLC. 0.81% New 7,949 $2.6M
Secured Retirement Advisors, LLC 2.06% Add +8.1% 7,943 $2.6M
Fruth Investment Management 0.72% Reduce -1.4% 7,923 $2.6M
MIdWestOne Financial Group, Inc. 0.48% Reduce -0.5% 7,919 $2.6M
Ignite Planners, LLC 0.64% Reduce -2.1% 8,002 $2.6M
Ellis Investment Partners, LLC 0.55% Reduce -10.5% 7,847 $2.6M
Gifford Fong Associates 0.69% No change 7,800 $2.6M
Field & Main Bank 0.97% Add +0.5% 7,783 $2.6M
Investors Asset Management of Georgia Inc. /Ga/ 1.26% No change 7,762 $2.6M
Capital Asset Advisory Services LLC 0.14% Reduce -3.6% 7,900 $2.6M
Modern Wealth Management, LLC 0.19% Add +2.7% 7,723 $2.6M
Valley Brook Capital Group, Inc. 1.98% Add +0.3% 7,625 $2.5M
Focused Wealth Management, Inc 0.37% Add +0.7% 7,624 $2.5M
JBR Co Financial Management Inc 1.78% No change 7,622 $2.5M
Ashton Thomas Private Wealth, LLC 0.14% Reduce -5.7% 7,616 $2.5M
Two Sigma Advisers, LP 0.01% Add +1166.7% 7,600 $2.5M
Verdence Capital Advisors LLC 0.23% Add +8.1% 7,595 $2.5M
Exchange Bank 2.15% No change 7,578 $2.5M
United Community Bank 1.02% Reduce -6.3% 7,562 $2.5M
D. Scott Neal, Inc. 1.40% No change 7,549 $2.5M
Columbia Bank 0.97% Add +1.1% 7,525 $2.5M
ClariVest Asset Management LLC 0.26% Reduce -1.0% 7,518 $2.5M
IFP Advisors, Inc 0.10% Add +87.0% 7,480 $2.5M
Transform Wealth, LLC 0.19% Reduce -3.8% 7,446 $2.5M
Y.D. More Investments Ltd 0.25% Reduce -8.8% 7,444 $2.5M
Bartlett & Co. Wealth Management LLC 0.04% Add +43.9% 7,406 $2.5M
SVB Wealth LLC 0.06% Reduce -17.0% 7,368 $2.5M
Orleans Capital Management Corp. 1.56% Add +0.1% 7,368 $2.5M
Compton Wealth Advisory Group, LLC 0.65% Add +9.6% 7,332 $2.4M
Pinnacle Wealth Management, LLC 3.05% Add +25.9% 7,311 $2.4M
Insigneo Advisory Services, LLC 0.27% Reduce -0.4% 7,677 $2.4M
Cornercap Investment Counsel Inc. 0.39% Reduce -1.5% 7,270 $2.4M
Argent Advisors, Inc. 0.96% Reduce -10.0% 7,255 $2.4M
Trust Investment Advisors 1.54% Reduce -5.7% 7,249 $2.4M
Gables Capital Management Inc. 1.26% Add +2.1% 7,220 $2.4M
Franklin Street Advisors Inc. 0.17% Reduce -0.8% 7,205 $2.4M
Sheaff Brock Investment Advisors, LLC 0.22% Reduce -12.0% 7,204 $2.4M
Ballentine Partners, LLC 0.04% Add +1.6% 7,196 $2.4M
AAFMAA Wealth Management & Trust LLC 1.18% Add +1.1% 7,192 $2.4M
Marvin & Palmer Associates Inc. 2.33% Reduce -36.0% 7,185 $2.4M
Little House Capital LLC 0.75% Add +32.5% 7,183 $2.4M
Fox Hill Wealth Management 1.46% Add +210.1% 7,158 $2.4M
Legacy Bridge, LLC 1.40% No change 7,136 $2.4M
Heritage Wealth Management, Inc. 0.80% — 7,236 $2.4M
Cozad Asset Management Inc. 0.24% Add +2.1% 7,121 $2.4M
Cross Staff Investments Inc 1.97% No change 7,104 $2.4M
Sumitomo Life Insurance Co. 0.05% Reduce -11.5% 7,095 $2.4M
Triangle Securities Wealth Management 0.67% Reduce -0.5% 7,078 $2.4M
Dorsey & Whitney Trust CO LLC 0.16% Reduce -3.5% 7,040 $2.3M
Tyche Wealth Partners LLC 0.57% Add +3.0% 7,038 $2.3M
Rollins Financial Advisors, LLC 0.40% Add +1.2% 7,035 $2.3M
Vise Technologies, Inc. 0.41% Add +3.3% 7,000 $2.3M
Quest Investment Management LLC 0.26% No change 6,968 $2.3M
BCM Advisors, LLC 0.55% Reduce -1.0% 7,000 $2.3M
CGN Advisors LLC 0.27% Add +1.2% 6,963 $2.3M
Fort Point Capital Partners LLC 0.30% Add +0.5% 6,928 $2.3M
Howland Capital Management LLC 0.11% Reduce -6.1% 6,921 $2.3M
Avantax Planning Partners, Inc. 0.07% Reduce -6.0% 6,881 $2.3M
Focus Partners Advisor Solutions, LLC 0.06% Reduce -39.8% 6,870 $2.3M
Oarsman Capital, Inc. 0.50% Add +4.7% 6,829 $2.3M
Modera Wealth Management, LLC 0.03% Reduce -2.6% 6,820 $2.3M
Stone Summit Wealth LLC 0.81% Reduce -1.8% 6,816 $2.3M
Staley Capital Advisers Inc. 0.10% Reduce -0.2% 6,800 $2.3M
Lanark Financial, Inc. 0.21% Add +6.3% 6,794 $2.3M
Hilton Capital Management, LLC 0.19% No change 6,783 $2.3M
Jump Financial, LLC 0.05% Reduce -24.4% 6,773 $2.3M
Wintrust Investments LLC 0.18% Reduce -2.5% 6,721 $2.2M
Arbor Trust Wealth Advisors, LLC 1.18% Add +0.8% 6,721 $2.2M
Arete Wealth Advisors, LLC 0.18% New 6,751 $2.2M
IPG Investment Advisors LLC 0.49% Add +40.9% 6,704 $2.2M
Ar Asset Management Inc. 0.54% No change 6,700 $2.2M
Mission Wealth Management, LP 0.06% Add +7.6% 6,679 $2.2M
Axq Capital, LP 0.52% New 6,676 $2.2M
RFG Advisory, LLC 0.07% Reduce -1.9% 6,654 $2.2M
Greenfield Savings Bank 1.14% Add +1.7% 6,643 $2.2M
Nemes Rush Group LLC 0.30% Reduce -0.9% 6,639 $2.2M
Trueblood Wealth Management, LLC 1.24% Reduce -0.4% 6,593 $2.2M
Resources Management Corp. /CT/ 0.32% No change 6,594 $2.2M
Quadrant Capital Group LLC 0.16% Add +4.5% 6,578 $2.2M
Inspire Advisors, LLC 0.29% Reduce -3.7% 6,572 $2.2M
Oak Asset Management, LLC 0.80% Reduce -1.1% 6,570 $2.2M
Affinity Investment Advisors, LLC 1.64% Add +1.3% 6,563 $2.2M
Brighton Jones LLC 0.07% Add +2.5% 6,535 $2.2M
Stonegate Investment Group, LLC 0.06% Add +8.3% 6,491 $2.2M
Horizon Kinetics Asset Management LLC 0.04% Reduce -3.0% 6,473 $2.2M
Vivid Wealth Management, LLC 1.20% Add +47.2% 6,432 $2.1M
Diversified Trust Co. 0.06% Reduce -6.3% 6,427 $2.1M
Edgestream Partners, L.P. 0.10% Reduce -70.7% 6,420 $2.1M
Cascade Investment Advisors, Inc. 1.44% Reduce -6.4% 6,410 $2.1M
WealthPLAN Partners, LLC 0.23% No change 6,403 $2.1M
River Wealth Advisors LLC 0.31% Add +2.8% 6,401 $2.1M
Ritholtz Wealth Management 0.07% Reduce -3.0% 6,393 $2.1M
Farther Finance Advisors, LLC 0.10% Add +8.4% 6,463 $2.1M
Massachusetts Wealth Management 1.43% Reduce -1.9% 6,377 $2.1M
Atlas Brown,Inc. 0.76% Reduce -12.5% 6,374 $2.1M
Arkadios Wealth Advisors 0.14% Add +15.0% 6,370 $2.1M
Advanced Portfolio Management, LLC 1.40% No change 6,367 $2.1M
Harbour Investments, Inc. 0.07% Reduce -4.4% 6,366 $2.1M
Good Life Advisors, LLC 0.17% Add +0.9% 6,355 $2.1M
Wilson & Boucher Capital Management, LLC 1.61% Add +0.4% 6,312 $2.1M
Fairhaven Wealth Management, LLC 0.69% New 6,292 $2.1M
Edmond DE Rothschild Holding S.A. 0.04% Reduce -43.0% 6,286 $2.1M
Thompson Siegel & Walmsley LLC 0.03% Reduce -0.2% 6,284 $2.1M
Perkins Coie Trust Co 0.49% Add +521.0% 6,278 $2.1M
Foundations Investment Advisors, LLC 0.05% Reduce -16.7% 6,275 $2.1M
Slagle Financial, LLC 1.07% Add +6.4% 6,267 $2.1M
Eisler Capital (UK) Ltd. 0.68% New 6,260 $2.1M
Permanent Capital Management, LP 0.44% — 5,369 $2.1M
Ramirez Asset Management, Inc. 0.42% Reduce -8.1% 6,238 $2.1M
Symphony Financial, Ltd. Co. 0.38% Add +191.7% 6,329 $2.1M
Wedmont Private Capital 0.13% Reduce -4.6% 6,174 $2.1M
Forum Financial Management, LP 0.04% Add +0.3% 6,210 $2.1M
Weaver Capital Management LLC 0.67% Reduce -19.1% 6,200 $2.1M
Zurich Insurance Group Ltd 0.02% No change 6,200 $2.1M
Checchi Capital Advisers, LLC 0.16% Reduce -0.6% 6,188 $2.1M
St Germain D J Co. Inc. 0.10% Reduce -6.3% 6,185 $2.1M
Mirabaud & Cie SA 0.69% Reduce -4.3% 6,158 $2.1M
Mattern Wealth Management LLC 0.49% Add +7.9% 6,150 $2.0M
Insight Wealth Strategies, LLC 0.29% Add +5.2% 6,124 $2.0M
Coastline Trust Co 0.24% Add +0.3% 6,105 $2.0M
Catalyst Funds Management Pty Ltd 0.54% Add +1933.3% 6,100 $2.0M
Eads & Heald Wealth Management 0.98% Reduce -1.8% 6,091 $2.0M
Stoneridge Investment Partners LLC 0.77% New 6,091 $2.0M
Prosperity Consulting Group, LLC 0.27% Reduce -10.1% 6,080 $2.0M
Sherbrooke Park Advisers LLC 0.35% Add +580.5% 6,070 $2.0M
Essex Bank 0.54% Add +0.1% 6,058 $2.0M
Osborne Partners Capital Management, LLC 0.12% Reduce -1.3% 6,052 $2.0M
Watershed Private Wealth LLC 0.86% Reduce -2.3% 6,046 $2.0M
Biltmore Family Office, LLC 0.37% Add +37.1% 6,028 $2.0M
Crown Oak Advisors, LLC 1.13% No change 6,000 $2.0M
GAMMA Investing LLC 0.27% Add +16.3% 5,997 $2.0M
Gen-Wealth Partners Inc 0.96% Reduce -3.3% 5,986 $2.0M
Schear Investment Advisers, LLC 1.44% Add +8.4% 5,981 $2.0M
Vinland Capital Management Gestora de Recursos LTDA. 2.95% Add +39.8% 5,980 $2.0M
AXS Investments LLC 0.55% Reduce -2.8% 5,979 $2.0M
Keudell/Morrison Wealth Management 0.58% No change 5,972 $2.0M
First National Bank Sioux Falls 1.03% No change 5,970 $2.0M
Clearbridge Investments, LLC 0.00% Reduce -20.1% 5,962 $2.0M
Kovack Advisors, Inc. 0.22% Add +13.1% 5,960 $2.0M
Bragg Financial Advisors, Inc 0.09% Reduce -1.3% 5,945 $2.0M
Bridgeway Capital Management, LLC 0.05% Reduce -60.2% 5,940 $2.0M
Eagle Rock Investment Company, LLC 0.36% No change 5,925 $2.0M
Haverford Trust Co 0.02% Reduce -4.6% 5,921 $2.0M
Charles Schwab Trust Co 0.18% Add +1.3% 5,896 $2.0M
Csenge Advisory Group 0.11% Add +3.6% 5,887 $2.0M
Westwood Holdings Group Inc. 0.02% No change 5,843 $1.9M
Glen Eagle Advisors, LLC 0.36% Add +8.0% 5,837 $1.9M
Benedict Financial Advisors Inc. 0.49% Reduce -0.2% 5,822 $1.9M
Naviter Wealth, LLC 0.29% Add +1.0% 5,811 $1.9M
Cottage Street Advisors LLC 1.13% Add +0.2% 5,767 $1.9M
Syon Capital LLC 0.18% Add +1.7% 5,735 $1.9M
WBH Advisory Inc. 0.19% Add +0.7% 5,722 $1.9M
Pacific Wealth Strategies Group, Inc. 1.58% Reduce -0.2% 5,709 $1.9M
Bridges Investment Management Inc. 0.03% Add +125.0% 5,705 $1.9M
Nations Financial Group Inc, /Ia/ 0.15% Add +0.7% 5,681 $1.9M
Rockland Trust Co. 0.10% Reduce -1.3% 5,681 $1.9M
Spreng Capital Management, Inc. 0.98% Reduce -2.3% 5,681 $1.9M
Advisors Management Group Inc. 0.47% Add +2.2% 5,668 $1.9M
Beaton Management Co. Inc. 1.01% No change 5,653 $1.9M
Corundum Group, Inc. 0.74% Add +187.6% 5,649 $1.9M
Weatherly Asset Management L. P. 0.17% Reduce -17.5% 5,641 $1.9M
Investment House LLC 0.11% No change 5,623 $1.9M
Shepherd Financial Partners LLC 0.24% Add +0.4% 5,622 $1.9M
Parkside Financial Bank & Trust 0.29% Add +0.1% 5,614 $1.9M
Pine Valley Investments Ltd Liability Co 0.14% Add +0.0% 5,574 $1.9M
HHM Wealth Advisors, LLC 0.28% Add +57.3% 5,565 $1.9M
Concord Asset Management, LLC 0.46% Add +12.3% 5,564 $1.9M
Great Lakes Retirement, Inc. 0.25% Add +9.3% 5,557 $1.9M
Intellectus Partners, LLC 0.51% Reduce -5.3% 5,554 $1.9M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.70% Reduce -0.8% 5,537 $1.8M
LGT Group Foundation 0.03% Reduce -13.0% 5,525 $1.8M
Alaethes Wealth, LLC 0.76% Add +1.4% 5,517 $1.8M
Fairfield Financial Advisors, LTD 0.54% — 5,515 $1.8M
Connecticut Wealth Management, LLC 0.09% Reduce -0.0% 5,500 $1.8M
CFM Wealth Partners LLC 0.34% Reduce -1.8% 5,488 $1.8M
Indiana Trust & Investment Management Co 0.67% Add +1.2% 5,480 $1.8M
Sonora Investment Management Group, LLC 0.14% No change 4,977 $1.8M
True North Advisors, LLC 0.49% Reduce -0.7% 5,455 $1.8M
CMT Capital Markets Trading GmbH 0.51% New 5,428 $1.8M
Bahl & Gaynor LLC 0.01% Add +20.6% 5,421 $1.8M
Legacy Capital Group California, Inc. 0.65% Reduce -1.2% 5,410 $1.8M
International Assets Investment Management, LLC 0.17% Add +4.1% 5,391 $1.8M
Strategic Advisors LLC 0.35% Add +0.0% 5,378 $1.8M
Greater Midwest Financial Group, LLC 1.13% Reduce -34.1% 5,298 $1.8M
Patton Albertson Miller Group, LLC 0.25% Add +137.7% 5,334 $1.8M
Blueshift Asset Management, LLC 0.60% Add +232.9% 5,333 $1.8M
Sargent Investment Group, LLC 0.36% Add +13.5% 5,329 $1.8M
CNB Bank 0.85% Add +67.6% 5,321 $1.8M
Cladis Investment Advisory, LLC 1.28% No change 5,314 $1.8M
Lindbrook Capital, LLC 0.17% Reduce -7.4% 5,314 $1.8M
GPS Wealth Strategies Group, LLC 0.27% Add +3.7% 5,307 $1.8M
Curi Capital, LLC 0.04% Reduce -3.4% 5,299 $1.8M
Guardian Investment Management 1.26% No change 5,287 $1.8M
Linden Thomas Advisory Services, LLC 0.27% Add +13.0% 5,282 $1.8M
ARS Wealth Advisors Group, LLC 0.23% Add +0.0% 5,280 $1.8M
Old Mission Investment Co LLC 0.57% Add +2.0% 5,253 $1.7M
Wealth Group, Ltd. 1.25% Reduce -0.8% 5,247 $1.7M
Chilton Capital Management LLC 0.08% Reduce -2.5% 5,244 $1.7M
Cookson Peirce & Co. Inc. 0.08% Reduce -0.7% 5,233 $1.7M
L. Roy Papp & Associates, LLP 0.21% Reduce -3.7% 5,232 $1.7M
West Oak Capital, LLC 0.70% Reduce -1.1% 5,227 $1.7M
Exencial Wealth Advisors, LLC 0.07% Add +0.4% 5,224 $1.7M
Northern Financial Advisors Inc 1.39% Add +1.5% 5,198 $1.7M
PFG Investments, LLC 0.12% Add +4.6% 5,187 $1.7M
Garrison Point Advisors, LLC 1.14% Add +0.9% 5,180 $1.7M
Cooper Financial Group 0.25% Add +9.6% 5,175 $1.7M
First Trust Investment Solutions L.P. 0.24% Add +162.8% 5,149 $1.7M
Trust Point Inc. 0.14% Reduce -2.0% 5,136 $1.7M
Allen Wealth Management, LLC 1.51% Reduce -2.0% 5,080 $1.7M
Concourse Financial Group Securities, Inc. 0.11% Reduce -5.5% 5,069 $1.7M
Cigna Investments Inc. 0.32% Reduce -6.2% 5,068 $1.7M
Courier Capital LLC 0.13% Reduce -4.2% 5,047 $1.7M
JT Stratford LLC 0.31% Reduce -11.0% 5,036 $1.7M
Accurate Wealth Management, LLC 0.40% Reduce -10.1% 4,841 $1.7M
Garde Capital, Inc. 0.12% Reduce -1.1% 5,021 $1.7M
Symmetry Partners, LLC 0.09% Reduce -17.0% 5,020 $1.7M
DHJJ Financial Advisors, Ltd. 0.71% Add +0.2% 5,019 $1.7M
SOL Capital Management CO 0.20% Reduce -2.6% 5,017 $1.7M
Counterweight Ventures, LLC 1.26% Add +5.4% 4,997 $1.7M
GYL Financial Synergies, LLC 0.13% Reduce -9.2% 4,981 $1.7M
Opes Wealth Management LLC 0.35% Add +0.0% 4,978 $1.7M
Princeton Capital Management LLC 0.54% Reduce -1.3% 4,973 $1.7M
Horizon Investments, LLC 0.05% Reduce -4.5% 4,984 $1.7M
Harbor Group, Inc. 0.42% New 4,956 $1.7M
Aaron Wealth Advisors LLC 0.23% Add +4.7% 4,942 $1.6M
Stratos Wealth Advisors, LLC 0.08% Add +23.7% 4,933 $1.6M
Emprise Bank 1.01% Reduce -0.5% 4,897 $1.6M
Trustmark Bank Trust Department 0.13% Add +10.9% 4,892 $1.6M
Institute for Wealth Management, LLC. 0.22% Add +2.9% 4,891 $1.6M
Douglas Lane & Associates, LLC 0.02% Reduce -0.2% 4,867 $1.6M
SevenBridge Financial Group, LLC 0.36% No change 4,964 $1.6M
Eldridge Investment Advisors, Inc. 0.41% Add +2.8% 4,863 $1.6M
High Falls Advisors, Inc 0.39% Add +8.3% 4,862 $1.6M
Redwood Investment Management, LLC 0.14% Add +2.8% 4,965 $1.6M
Diamant Asset Management, Inc. 1.08% No change 4,858 $1.6M
Capital Investment Advisory Services, LLC 0.17% Add +1.7% 4,852 $1.6M
Pinnacle West Asset Management, Inc. 1.26% Reduce -0.5% 4,850 $1.6M
Ingalls & Snyder LLC 0.07% Add +4.3% 4,845 $1.6M
Beacon Investment Advisors LLC 0.83% Add +1.1% 4,842 $1.6M
Cyndeo Wealth Partners, LLC 0.13% Add +27.6% 4,838 $1.6M
FinTrust Capital Advisors, LLC 0.29% Reduce -4.7% 4,822 $1.6M
Wealthspire Advisors, LLC 0.02% Reduce -1.5% 4,812 $1.6M
Optimum Investment Advisors 0.72% Reduce -0.2% 4,798 $1.6M
Transamerica Financial Advisors, LLC 0.17% No change 4,791 $1.6M
Moody National Bank Trust Division 0.12% Add +0.8% 4,789 $1.6M
Schechter Investment Advisors, LLC 0.12% Reduce -1.5% 4,786 $1.6M
Founders Financial Securities LLC 0.15% Add +30.2% 4,778 $1.6M
Applied Finance Capital Management, LLC 0.07% New 4,777 $1.6M
Diligent Investors, LLC 0.39% Add +1.9% 4,773 $1.6M
Waldron Private Wealth LLC 0.07% Add +1.0% 4,771 $1.6M
Crawford Investment Counsel Inc. 0.03% Add +11.7% 4,759 $1.6M
Donaldson Capital Management, LLC 0.07% Reduce -54.1% 4,749 $1.6M
Obermeyer Wealth Partners 0.09% Add +617.1% 4,747 $1.6M
XML Financial, LLC 0.16% Add +0.1% 4,735 $1.6M
Clark Capital Management Group, Inc. 0.01% Reduce -5.6% 4,725 $1.6M
Journey Advisory Group, LLC 0.19% Reduce -2.1% 4,706 $1.6M
Motiv8 Investments LLC 1.16% Reduce -6.4% 4,699 $1.6M
Tanglewood Legacy Advisors, LLC 0.74% Reduce -2.1% 4,685 $1.6M
Farmers Trust Co. 0.31% Reduce -0.4% 4,656 $1.6M
Boston Family Office LLC 0.11% Reduce -4.7% 4,652 $1.6M
Hohimer Wealth Management, LLC 0.36% Add +163.8% 4,638 $1.5M
Portside Wealth Group, LLC 0.29% Reduce -1.3% 4,637 $1.5M
Flaharty Asset Management, LLC 0.23% No change 4,637 $1.5M
Cypress Capital Group 0.18% Reduce -2.4% 4,631 $1.5M
Avidian Wealth Enterprises, LLC 0.07% Reduce -18.7% 4,603 $1.5M
Blue Chip Partners, LLC 0.14% Reduce -0.2% 4,602 $1.5M
Clarius Group, LLC 0.11% Reduce -3.4% 4,595 $1.5M
Privium Fund Management (UK) Ltd 0.59% New 4,655 $1.5M
Roman Butler Fullerton & Co. 0.49% Add +8.2% 4,642 $1.5M
Moneco Advisors, LLC 0.22% Add +14.3% 4,570 $1.5M
Cornerstone Wealth Group, LLC 0.14% Add +1.9% 4,568 $1.5M
Pinnacle Wealth Management Advisory Group, LLC 0.16% Add +26.5% 4,557 $1.5M
Realta Investment Advisors 0.30% Add +4.0% 4,547 $1.5M
Centaurus Financial, Inc. 0.10% Add +83.5% 4,535 $1.5M
Westhampton Capital, LLC 0.81% No change 4,510 $1.5M
Xcel Wealth Management, LLC 0.47% Reduce -3.3% 4,498 $1.5M
Strategic Investment Advisors / MI 0.18% Reduce -0.9% 4,485 $1.5M
Woodard & Co. Asset Management Group Inc. 0.37% Add +2.3% 4,484 $1.5M
Probity Advisors, Inc. 0.31% Reduce -11.2% 4,480 $1.5M
ORG Partners LLC 0.19% Add +612.9% 4,520 $1.5M
Old West Investment Management, LLC 0.66% New 4,458 $1.5M
Widmann Financial Services, Inc. 1.21% Reduce -1.1% 4,451 $1.5M
WASHINGTON TRUST Co 0.05% Reduce -0.0% 4,451 $1.5M
Charter Research & Investment Group, Inc. 1.17% No change 4,450 $1.5M
Composition Wealth, LLC 0.04% Reduce -5.0% 4,432 $1.5M
RS Crum Inc. 0.39% Add +2.4% 4,430 $1.5M
Tower Bridge Advisors 0.17% Reduce -6.4% 4,405 $1.5M
Am Investment Strategies LLC 0.36% No change 4,383 $1.5M
Nwam LLC 0.43% Add +16.1% 4,381 $1.5M
Stonehage Fleming Financial Services Holdings Ltd 0.04% Reduce -21.7% 4,371 $1.5M
Norway Savings Bank 0.83% Reduce -3.0% 4,367 $1.5M
First Citizens Bank & Trust Co. 0.03% Add +10.1% 4,360 $1.5M
IVC Wealth Advisors LLC 0.81% Add +5.5% 4,360 $1.5M
Catalyst Financial Partners LLC 0.32% Add +0.4% 4,351 $1.4M
Burke & Herbert Bank & Trust Co. 0.35% Add +225.3% 4,349 $1.4M
TRUE Private Wealth Advisors 0.16% Add +0.4% 4,320 $1.4M
Woodward Diversified Capital, LLC 0.84% Reduce -1.7% 4,319 $1.4M
Iron Gate Global Advisors LLC 0.24% Reduce -0.3% 4,338 $1.4M
Itau Unibanco Holding S.A. 0.06% Add +23.0% 4,310 $1.4M
Kerusso Capital Management LLC 1.04% — 4,309 $1.4M
Western Wealth Management, LLC 0.11% Add +7.4% 4,301 $1.4M
Flagship Harbor Advisors, LLC 0.09% Add +12.7% 4,301 $1.4M
Sit Investment Associates Inc. 0.03% No change 4,300 $1.4M
Martingale Asset Management L P 0.03% Add +44.0% 4,290 $1.4M
Mittelman Wealth Management 0.93% Reduce -3.5% 4,287 $1.4M
Cobblestone Capital Advisors LLC 0.09% Reduce -7.6% 4,276 $1.4M
Acorn Wealth Advisors, LLC 0.70% Add +0.3% 4,275 $1.4M
First County Bank 0.73% Reduce -8.1% 4,272 $1.4M
CRA Financial Services, LLC 0.29% Reduce -2.3% 4,268 $1.4M
Guerra Pan Advisors, LLC 1.19% Add +34.9% 4,267 $1.4M
Amarillo National Bank 0.27% No change 4,267 $1.4M
Point Windward Advisors Inc. 0.58% Reduce -2.3% 4,250 $1.4M
Wealthspan Partners, LLC 0.78% Add +21.1% 4,236 $1.4M
World Equity Group, Inc. 0.42% Reduce -48.6% 4,237 $1.4M
BNP Paribas 0.07% Reduce -19.6% 4,240 $1.4M
Total Clarity Wealth Management, Inc. 0.49% Reduce -5.6% 4,227 $1.4M
Kowal Investment Group, LLC 0.28% Add +0.3% 4,225 $1.4M
Cardiff Park Advisors, LLC 0.14% Add +0.3% 4,221 $1.4M
Solstein Capital, LLC 0.92% No change 4,214 $1.4M
Freedom Investment Management, Inc. 0.11% Add +13.1% 4,213 $1.4M
WD Rutherford LLC 0.70% Add +1.5% 4,191 $1.4M
BBR Partners, LLC 0.11% Add +1.4% 4,189 $1.4M
Fort Sheridan Advisors LLC 0.23% Add +46.7% 4,186 $1.4M
Root Financial Partners, LLC 0.33% New 4,182 $1.4M
Lantz Financial LLC 0.43% Add +2.9% 4,181 $1.4M
Aureus Asset Management, LLC 0.10% Reduce -7.6% 4,178 $1.4M
Allen Capital Group, LLC 0.20% Reduce -8.7% 4,162 $1.4M
First Manhattan Co. Llc. 0.00% Add +0.7% 4,159 $1.4M
Delta Investment Management, LLC 0.30% Reduce -2.5% 4,148 $1.4M
Byrne Asset Management LLC 1.15% Reduce -1.7% 4,219 $1.4M
Southeast Asset Advisors, LLC 0.17% Add +0.1% 4,147 $1.4M
Smithfield Trust Co 0.07% No change 4,147 $1.4M
Werlinich Asset Management, LLC 0.86% No change 4,217 $1.4M
Harvest Fund Management Co., Ltd 0.10% Reduce -38.1% 4,127 $1.4M
Silverlake Wealth Management LLC 0.56% Reduce -10.5% 4,128 $1.4M
EverSource Wealth Advisors, LLC 0.09% Reduce -2.4% 3,967 $1.4M
Advisory Alpha, LLC 0.05% Add +17.1% 4,081 $1.4M
Live Oak Private Wealth LLC 0.23% No change 4,081 $1.4M
Eastern Bank 0.05% Reduce -2.4% 4,080 $1.4M
Quintet Private Bank (Europe) S.A. 0.08% Reduce -6.5% 3,567 $1.4M
Oak Harvest Investment Services 0.21% Add +7.8% 4,049 $1.3M
Birch Hill Investment Advisors LLC 0.07% No change 4,044 $1.3M
Strategic Blueprint, LLC 0.09% Reduce -7.9% 4,042 $1.3M
ZWJ Investment Counsel Inc. 0.06% Reduce -0.4% 4,028 $1.3M
Bluespring Wealth Management, LLC 0.14% Add +0.3% 4,022 $1.3M
K.J. Harrison & Partners Inc 0.22% Reduce -0.6% 4,021 $1.3M
Viking Fund Management LLC 0.24% No change 4,000 $1.3M
9258 Wealth Management, LLC 0.20% Reduce -0.1% 3,996 $1.3M
Security National Bank 0.19% No change 3,983 $1.3M
Wrapmanager Inc. 0.37% Add +15.1% 3,982 $1.3M
Hardy Reed LLC 0.13% New 3,981 $1.3M
Quad-Cities Investment Group, LLC 0.73% Add +0.1% 3,960 $1.3M
Mayflower Financial Advisors, LLC 0.22% Reduce -4.3% 3,950 $1.3M
Elevate Wealth Advisory, Inc. 1.07% Add +0.0% 3,950 $1.3M
City State Bank 0.54% Reduce -0.3% 3,949 $1.3M
Cim Investment Management Inc. 0.41% Reduce -0.8% 3,946 $1.3M
Wealth Alliance Advisory Group, LLC 0.30% Add +45.1% 3,935 $1.3M
Retirement Guys Formula LLC 0.63% Add +9.2% 3,930 $1.3M
Evergreen Capital Management LLC 0.05% Add +17.6% 3,923 $1.3M
Berger Financial Group, Inc 0.10% Add +6.0% 3,907 $1.3M
Bank & Trust Co 1.11% — 3,905 $1.3M
Creegan & Nassoura Financial Group, LLC 0.89% No change 3,905 $1.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.14% Reduce -0.9% 3,904 $1.3M
High Net Worth Advisory Group LLC 0.39% Add +7.9% 3,902 $1.3M
Sunbelt Securities, Inc. 0.13% Add +0.1% 3,879 $1.3M
Granite Investment Partners, LLC 0.05% No change 3,876 $1.3M
Patten & Patten Inc. 0.09% Reduce -1.1% 3,868 $1.3M
Pitcairn Co. 0.08% Add +11.4% 3,865 $1.3M
Nicolet Advisory Services, LLC 0.12% Add +1.3% 3,901 $1.3M
180 Wealth Advisors, LLC 0.21% Add +22.7% 3,867 $1.3M
Hillsdale Investment Management Inc. 0.10% Add +648.5% 3,840 $1.3M
Evernest Financial Advisors, LLC 0.57% Reduce -7.9% 3,835 $1.3M
Confluence Wealth Services, Inc. 0.10% Add +1.3% 3,833 $1.3M
Everett Harris & Co. 0.02% Add +0.7% 3,805 $1.3M
First Citizens Financial Corp 0.75% Reduce -0.2% 3,790 $1.3M
Cornerstone Wealth Management, LLC 0.10% Reduce -5.2% 3,777 $1.3M
Northwest Quadrant Wealth Management, LLC 0.31% Reduce -14.6% 3,751 $1.2M
Argus Investors' Counsel, Inc. 0.77% Reduce -14.0% 3,745 $1.2M
Sequent Asset Management, LLC 0.63% Reduce -30.4% 3,742 $1.2M
Certuity, LLC 0.10% Add +6.2% 3,734 $1.2M
Patrick M Sweeney & Associates, Inc. 1.00% Add +0.5% 3,713 $1.2M
Lantern Wealth Advisors, LLC 0.90% Add +0.1% 3,706 $1.2M
Pinnacle Wealth Planning Services, Inc. 0.18% Reduce -5.0% 3,698 $1.2M
Missouri Trust & Investment Co 0.46% Reduce -0.3% 3,694 $1.2M
Marble Harbor Investment Counsel, LLC 0.14% No change 3,682 $1.2M
Rehmann Capital Advisory Group 0.09% Add +1.6% 3,676 $1.2M
Gateway Wealth Partners, LLC 0.37% Add +2.3% 3,668 $1.2M
Souders Financial Advisors 0.18% Add +0.8% 3,657 $1.2M
Intrua Financial, LLC 0.20% Reduce -23.8% 3,652 $1.2M
Circle Wealth Management, LLC 0.03% Reduce -2.1% 3,641 $1.2M
Rodgers Brothers Inc. 0.16% Reduce -1.9% 3,640 $1.2M
PFC Capital Group, Inc. 0.61% Add +5.2% 3,635 $1.2M
Raleigh Capital Management Inc. 0.51% Reduce -14.3% 3,628 $1.2M
HUB Investment Partners, LLC 0.06% Add +34.7% 3,625 $1.2M
Wealth Management Partners, LLC 0.59% Add +10.9% 3,614 $1.2M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.47% Reduce -17.0% 3,611 $1.2M
Thomasville National Bank 0.10% Reduce -0.1% 3,598 $1.2M
US Asset Management LLC 1.08% Reduce -3.4% 3,598 $1.2M
J. W. Coons Advisors, LLC 0.22% No change 3,580 $1.2M
Fort Pitt Capital Group, LLC 0.04% Add +1.4% 3,576 $1.2M
Regal Investment Advisors LLC 0.08% Reduce -4.3% 3,576 $1.2M
Gilbert & Cook, Inc. 0.17% Reduce -29.7% 3,570 $1.2M
Berkshire Asset Management LLC 0.06% Add +22.5% 3,563 $1.2M
Boston Research & Management Inc. 0.30% No change 3,542 $1.2M
Belpointe Asset Management LLC 0.08% Add +2.0% 3,537 $1.2M
TKG Advisors, LLC 0.64% Add +1.3% 3,537 $1.2M
Covenant Asset Management, LLC 0.26% Reduce -0.7% 3,530 $1.2M
Steigerwald, Gordon & Koch Inc. 0.14% Add +0.2% 3,528 $1.2M
SS&H Financial Advisors, Inc. 0.46% No change 3,525 $1.2M
Pathway Financial Advisors LLC 0.32% No change 3,523 $1.2M
Wealth Architects, LLC 0.14% Reduce -0.1% 3,519 $1.2M
Ascentis Independent Advisors 0.24% — 3,509 $1.2M
1900 Wealth Management LLC 0.11% Add +0.1% 3,508 $1.2M
Zega Financial, LLC 0.42% Add +51.2% 3,504 $1.2M
Stratos Investment Management, LLC 0.10% Add +2.6% 3,482 $1.2M
HCR Wealth Advisors 0.17% Reduce -10.3% 3,479 $1.2M
Westover Capital Advisors, LLC 0.30% Add +173.5% 3,471 $1.2M
Savoie Capital LLC 0.15% No change 3,465 $1.2M
Montis Financial, LLC 0.53% Reduce -1.8% 3,457 $1.2M
Tiemann Investment Advisors, LLC 0.51% Add +0.3% 3,447 $1.1M
AA Financial Advisors, LLC 0.40% Add +3.4% 3,445 $1.1M
Larson Financial Group LLC 0.08% Add +123.8% 3,445 $1.1M
Investment Partners, LTD. 0.52% Reduce -5.6% 3,443 $1.1M
GeoWealth Management, LLC 0.05% Add +29.9% 3,440 $1.1M
Vanguard Capital Wealth Advisors 0.78% Add +0.1% 3,438 $1.1M
Fairview Capital Investment Management, LLC 0.06% Reduce -2.8% 3,428 $1.1M
Performance Wealth Partners, LLC 0.04% Reduce -82.4% 3,425 $1.1M
Allegheny Financial Group 0.33% Add +3.2% 3,417 $1.1M
Everhart Financial Group, Inc. 0.29% Add +22.1% 3,406 $1.1M
Telos Capital Management, Inc. 0.13% Reduce -0.3% 3,396 $1.1M
DMC Group, LLC 0.97% Reduce -1.9% 3,391 $1.1M
CORDA Investment Management, LLC. 0.09% Add +4.3% 3,381 $1.1M
Alexander Labrunerie & Co., Inc. 0.61% Reduce -0.4% 3,380 $1.1M
Keynote Financial Services LLC 0.95% Reduce -2.2% 3,372 $1.1M
Mendel Money Management 0.52% Add +2.6% 3,362 $1.1M
Advisor OS, LLC 0.12% Reduce -4.4% 3,361 $1.1M
Milestone Asset Management, LLC 0.28% New 3,361 $1.1M
Bison Wealth, LLC 0.18% No change 3,045 $1.1M
First Heartland Consultants, Inc. 0.11% Reduce -2.8% 3,341 $1.1M
Atwood & Palmer Inc. 0.08% Reduce -0.5% 3,340 $1.1M
Burford Brothers, Inc. 0.65% Add +110.5% 3,338 $1.1M
CIC Wealth, LLC 0.31% Reduce -1.4% 3,337 $1.1M
CTC LLC 0.08% New 3,334 $1.1M
Lakewood Asset Management LLC 0.77% Reduce -4.2% 3,331 $1.1M
NFSG Corp 0.41% Add +48.0% 3,330 $1.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.18% Reduce -0.1% 3,320 $1.1M
LexAurum Advisors, LLC 0.27% Add +0.9% 3,313 $1.1M
Security Financial Services, INC. 0.24% Reduce -0.1% 3,311 $1.1M
Fiduciary Family Office, LLC 0.43% Reduce -6.8% 3,310 $1.1M
Paradigm Asset Management Co. LLC 0.31% Reduce -10.8% 3,300 $1.1M
Founders Financial Alliance, LLC 0.32% Reduce -3.3% 3,288 $1.1M
Nicolet Bankshares Inc. 0.23% No change 3,284 $1.1M
Venturi Wealth Management, LLC 0.06% Add +3.8% 3,280 $1.1M
Mainstay Capital Management LLC 0.19% Add +10.0% 3,277 $1.1M
Edge Capital Group, LLC 0.05% Reduce -0.8% 3,273 $1.1M
Traphagen Investment Advisors LLC 0.12% Add +0.5% 3,266 $1.1M
Transcend Capital Advisors, LLC 0.08% Add +12.0% 3,257 $1.1M
Verity Asset Management, Inc. 0.43% Add +101.7% 3,254 $1.1M
LVW Advisors, LLC 0.16% Add +20.7% 3,242 $1.1M
Rogco, LP 0.44% Add +5.1% 3,241 $1.1M
Montecito Bank & Trust 0.22% No change 3,235 $1.1M
KG Capital Management 0.37% Add +142.7% 3,250 $1.1M
JFS Wealth Advisors, LLC 0.08% Reduce -4.8% 3,231 $1.1M
Auxier Asset Management LLC 0.17% No change 3,230 $1.1M
1858 Wealth Management, LLC 0.89% Reduce -7.9% 3,223 $1.1M
Wilkins Investment Counsel Inc. 0.16% Add +6.1% 3,220 $1.1M
King Wealth Management Group 0.18% Add +1.0% 3,218 $1.1M
Rooted Wealth Advisors, Inc. 0.47% Reduce -18.6% 3,002 $1.1M
BTG Pactual Asset Management US LLC 0.27% — 3,206 $1.1M
TD Private Client Wealth LLC 0.03% Add +3.8% 3,202 $1.1M
Manchester Capital Management LLC 0.13% Add +8.8% 3,192 $1.1M
Wealth Quarterback LLC 0.60% Reduce -5.7% 3,189 $1.1M
Colonial Trust Co / SC 0.19% No change 3,188 $1.1M
Gleason Group, Inc. 0.22% Add +0.4% 3,184 $1.1M
Inscription Capital, LLC 0.17% Reduce -14.9% 3,175 $1.1M
Archer Investment Corp 0.31% Add +11.2% 3,175 $1.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +2.7% 3,174 $1.1M
Nebula Research & Development LLC 0.17% New 3,171 $1.1M
Aspire Private Capital, LLC 0.27% Add +7.1% 3,170 $1.1M
SignalPoint Asset Management, LLC 0.28% Add +0.0% 3,169 $1.1M
World Investment Advisors 0.07% New 3,169 $1.1M
Taurus Asset Management, LLC 0.11% Reduce -3.1% 3,158 $1.1M
Monograph Wealth Advisors, LLC 0.15% New 3,157 $1.1M
Provenance Wealth Advisors, LLC 0.15% Reduce -0.8% 3,143 $1.0M
Rossmore Private Capital 0.14% Reduce -3.0% 3,126 $1.0M
Compass Ion Advisors, LLC 0.15% No change 2,839 $1.0M
Saxon Interests, Inc. 0.49% Add +3.6% 3,120 $1.0M
Davis R M Inc. 0.02% Reduce -8.4% 3,119 $1.0M
Menard Financial Group LLC 0.74% Reduce -0.3% 3,112 $1.0M
First Foundation Advisors 0.04% Reduce -19.7% 3,100 $1.0M
Benin Management CORP 0.31% Add +1.6% 3,098 $1.0M
WMS Partners, LLC 0.07% Add +0.6% 3,095 $1.0M
E Fund Management Co., Ltd. 0.06% Add +301.4% 3,091 $1.0M
Costello Asset Management, INC 0.77% Reduce -0.8% 3,083 $1.0M
Gray Wealth Management Inc. 0.44% Add +0.0% 3,081 $1.0M
Magnus Financial Group LLC 0.12% Reduce -5.8% 3,080 $1.0M
Concentric Wealth Management, LLC 0.27% No change 3,075 $1.0M
Aspen Investment Management Inc 0.51% Reduce -4.8% 3,074 $1.0M
Uncommon Cents Investing LLC 0.32% Add +0.8% 3,065 $1.0M
WealthTrust Asset Management, LLC 0.74% Reduce -3.8% 3,061 $1.0M
FCG Investment Co 0.77% Add +4.5% 3,060 $1.0M
Hazlett, Burt & Watson, Inc. 0.52% Add +3.5% 3,055 $1.0M
Valmark Advisers, Inc. 0.02% Add +8.1% 3,051 $1.0M
Journey Strategic Wealth LLC 0.04% Add +55.7% 3,049 $1.0M
Geller Advisors LLC 0.08% Add +1.4% 3,047 $1.0M
Lion Street Advisors, LLC 0.37% Reduce -1.7% 3,040 $1.0M
Capital Advisors Inc. 0.02% Add +8.9% 3,034 $1.0M
Washburn Capital Management, Inc. 0.72% Reduce -3.4% 3,032 $1.0M
Mechanics Financial Corp 0.52% Add +0.5% 3,031 $1.0M
Abacus Planning Group, Inc. 0.20% Add +9.1% 3,019 $1.0M
Constitution Capital LLC 0.53% Add +50.9% 3,018 $1.0M
Texas Yale Capital Corp. 0.05% No change 3,003 $1.0M
Supplemental Annuity Collective Trust of NJ 0.31% No change 3,000 $999K
Birinyi Associates Inc. 0.30% Reduce -7.7% 3,000 $999K
Means Investment Co., Inc. 0.12% Reduce -3.1% 2,999 $999K
Wolverine Asset Management LLC 0.10% New 2,998 $999K
Visionary Wealth Advisors 0.07% Reduce -2.9% 2,990 $996K
Avestar Capital, LLC 0.11% Add +31.3% 2,989 $996K
Bath Savings Trust Co 0.11% Reduce -1.8% 2,984 $994K
Gladius Capital Management LP 0.99% Add +1503.8% 2,983 $994K
Morse Asset Management, Inc 0.24% No change 2,974 $991K
Baker Tilly Wealth Management, LLC 0.41% Reduce -32.5% 2,973 $990K
CMG Global Holdings, LLC 0.65% No change 2,968 $989K
Benjamin Edwards Inc. 0.19% Reduce -2.7% 2,955 $984K
Sawgrass Asset Management LLC 0.11% Reduce -4.7% 2,953 $984K
KLCM Advisors, Inc. 0.12% No change 2,944 $981K
Legacy Wealth Asset Management, LLC 0.28% Reduce -1.1% 2,942 $980K
Harfst & Associates, Inc. 0.23% No change 2,941 $980K
IFG Advisory, LLC 0.06% New 2,938 $979K
McKinley Capital Management LLC 0.17% Reduce -15.1% 2,938 $979K
SouthState Bank Corp 0.07% Add +0.7% 2,936 $978K
Peoples Financial Services Corp. 0.44% Add +0.3% 2,928 $975K
Clarus Wealth Advisors 0.52% Add +4.1% 2,967 $975K
Financial Management Network Inc. 0.23% Add +7.3% 2,937 $964K
CI Investments Inc. 0.00% Add +15.0% 2,895 $964K
Brooklyn Investment Group 0.41% No change 2,649 $964K
Well Done, LLC 0.20% Reduce -1.2% 2,890 $963K
RFP Financial Group LLC 0.36% Reduce -15.5% 2,880 $959K
Diversify Advisory Services, LLC 0.05% Add +15.5% 2,941 $959K
Farmers National Bank 0.29% Reduce -3.5% 2,878 $959K
Rothschild Wealth LLC 0.31% Add +2.9% 2,877 $958K
Ironwood Investment Counsel, LLC 0.17% Add +0.2% 2,875 $958K
Toth Financial Advisory Corp. 0.12% Reduce -0.1% 2,875 $958K
Washington Trust Advisors, Inc. 0.09% No change 2,871 $956K
Hilltop Holdings Inc. 0.11% Reduce -7.7% 2,869 $955K
Stableford Capital II LLC 0.37% Add +8.7% 2,657 $951K
Verus Capital Partners, LLC 0.10% Add +9.3% 2,839 $946K
Texas Capital Bancshares Inc 0.39% No change 2,833 $944K
Ballast, Inc. 0.29% No change 2,829 $942K
McGlone Suttner Wealth Management, Inc. 0.19% Reduce -14.8% 3,182 $941K
Ballast Advisors LLC 0.30% Reduce -1.4% 2,811 $936K
Capstone Financial Advisors, Inc. 0.06% Reduce -0.6% 2,807 $935K
Drive Wealth Management, LLC 0.25% Add +2.5% 2,805 $934K
Vectors Research Management, LLC 0.29% Reduce -2.2% 2,804 $934K
Peavine Capital, LLC 0.24% No change 2,800 $933K
Avior Wealth Management, LLC 0.04% Reduce -16.8% 2,797 $932K
Allen Mooney & Barnes Investment Advisors LLC 0.17% Add +0.1% 2,795 $931K
BlueSky Wealth Advisors, LLC 0.16% Add +11.5% 2,794 $931K
Threadgill Financial, LLC 0.44% Reduce -6.5% 2,794 $931K
Sittner & Nelson, LLC 0.46% Add +0.1% 2,787 $928K
Girard Partners LTD. 0.09% Add +0.0% 2,781 $926K
Curated Wealth Partners LLC 0.13% — 2,781 $926K
Orange Investment Advisors, Inc. 0.12% Add +21.2% 3,161 $924K
Patriot Investment Management Group, Inc. 0.07% Add +0.3% 2,772 $923K
First Command Advisory Services, Inc. 0.01% Reduce -0.6% 2,770 $923K
Creekside Partners 0.51% — 2,770 $923K
Somerville Kurt F 0.16% Reduce -3.3% 2,765 $921K
Nvwm, LLC 0.24% Add +1.5% 2,758 $919K
Astoria Portfolio Advisors LLC. 0.33% Add +3.6% 2,757 $918K
CX Institutional 0.04% Add +0.9% 2,756 $918K
Heartwood Wealth Advisors LLC 0.11% No change 2,754 $917K
Disciplined Equity Management, Inc. 0.60% No change 2,750 $916K
Key Financial Inc 0.22% No change 2,742 $913K
Prosperitas Financial LLC 0.55% Add +0.2% 2,729 $909K
FWG Holdings, LLC 0.46% Add +14.4% 2,641 $909K
Joel Isaacson & Co., LLC 0.05% Reduce -0.3% 2,726 $908K
Smartleaf Asset Management LLC 0.15% Add +21.2% 2,770 $907K
Nabity-Jensen Investment Management Inc 0.74% Add +5.9% 2,715 $904K
ABN AMRO Bank N.V. 0.01% No change 2,692 $904K
Puzo Michael J 0.25% Reduce -14.0% 2,710 $903K
Sompo Asset Management Co., Ltd. 0.15% Add +2.3% 2,710 $903K
Wealth Effects LLC 0.33% Reduce -15.6% 2,710 $903K
Legacy Advisors, LLC 0.11% Reduce -38.8% 2,708 $902K
Epoch Investment Partners, Inc. 0.00% Add +0.7% 2,705 $901K
Keel Point, LLC 0.08% Add +11.4% 2,657 $900K
Versor Investments LP 0.17% New 2,700 $899K
Waycross Partners, LLC 0.14% No change 2,700 $899K
Ostrum Asset Management 0.08% Reduce -26.6% 2,695 $898K
Eagle Bluffs Wealth Management LLC 0.52% Reduce -1.5% 2,694 $897K
Measured Wealth Private Client Group, LLC 0.31% Add +27.1% 2,675 $891K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Add +130.8% 2,470 $891K
Hancock Whitney Corp. 0.03% Reduce -4.7% 2,670 $889K
Capital Planning Advisors, LLC 0.15% Add +14.1% 2,661 $886K
Ancora Advisors LLC 0.02% No change 2,660 $886K
Herold Advisors, Inc. 0.20% Add +97.0% 2,659 $886K
Redwood Wealth Management Group, LLC 0.67% Reduce -0.9% 2,653 $884K
Cypress Asset Management Inc. 0.23% Add +19.7% 2,550 $883K
Harbor Investment Advisory, LLC 0.09% Add +6.1% 2,647 $882K
Van Strum & Towne Inc. 0.32% No change 2,645 $881K
Klingenstein Fields & Co. LP 0.04% No change 2,643 $880K
Hilltop National Bank 0.28% Add +1.2% 2,636 $878K
Marex Group Ltd 0.02% Add +27.7% 2,634 $877K
RDA Financial Network 0.29% Reduce -5.8% 2,626 $875K
Stiles Financial Services Inc 0.34% Add +0.1% 2,624 $875K
Quadrant Private Wealth Management, LLC 0.20% Add +0.2% 2,625 $874K
Aspiriant, LLC 0.04% Reduce -9.3% 2,620 $873K
Pine Haven Investment Counsel, Inc 0.74% Add +0.3% 2,597 $865K
Cahill Financial Advisors Inc. 0.12% Reduce -4.1% 2,595 $864K
Northstar Group, Inc. 0.17% No change 2,586 $862K
Palumbo Wealth Management LLC 0.36% Add +0.3% 2,579 $859K
Titleist Asset Management, LLC 0.13% Add +0.5% 2,577 $858K
Quadcap Wealth Management, LLC 0.15% Reduce -2.9% 2,575 $858K
Windsor Capital Management, LLC 0.27% Reduce -2.0% 2,575 $858K
White Lighthouse Investment Management Inc. 0.17% No change 2,571 $856K
BOS Asset Management, LLC 0.40% No change 2,563 $854K
Marcum Wealth, LLC 0.09% Reduce -3.7% 2,562 $853K
Heck Capital Advisors, LLC 0.11% No change 2,562 $853K
Heritage Wealth Advisors 0.04% No change 2,556 $851K
Westmount Partners, LLC 0.28% Add +0.2% 2,577 $848K
E&G Advisors, LLC 0.25% Add +5.4% 2,542 $847K
Sax Wealth Advisors, LLC 0.08% Add +290.5% 2,538 $845K
Armstrong Advisory Group, Inc. 0.07% Reduce -0.3% 2,530 $843K
Ted Buchan & Co 0.45% Reduce -3.5% 2,512 $837K
Woodmont Investment Counsel LLC 0.07% Reduce -51.9% 2,509 $836K
Monetta Financial Services Inc. 0.72% New 2,500 $833K
Sippican Capital Advisors 0.66% No change 2,500 $833K
Slocum, Gordon & Co LLP 0.62% No change 2,500 $833K
Kercheville Advisors, LLC 0.36% No change 2,500 $833K
Bill Few Associates, Inc. 0.32% Reduce -9.8% 2,490 $829K
Premier Path Wealth Partners, LLC 0.14% Add +3.1% 2,486 $828K
Richwood Investment Advisors, LLC 0.73% Add +14.5% 2,485 $828K
Clarus Group, Inc. 0.37% Reduce -11.3% 2,484 $827K
Cidel Asset Management Inc. 0.06% Reduce -6.3% 2,471 $823K
RE Dickinson Investment Advisors, LLC 0.50% No change 2,467 $822K
CHICAGO TRUST Co NA 0.17% Reduce -0.5% 2,466 $821K
CVA Family Office, LLC 0.15% Reduce -16.0% 2,465 $821K
KKM Financial LLC 0.39% No change 2,575 $821K
Prestige Wealth Management Group LLC 0.18% Reduce -6.4% 2,463 $820K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.32% No change 2,400 $820K
Carson Advisory Inc. 0.58% Reduce -13.7% 2,461 $820K
Carret Asset Management, LLC 0.10% No change 2,460 $819K
Catalina Capital Group, LLC 0.31% Add +9.0% 2,445 $815K
L.M. Kohn & Company 0.22% Add +23.4% 2,441 $813K
Seelaus Asset Management LLC 0.85% Reduce -1.6% 2,438 $812K
Hunter Associates Investment Management LLC 0.14% Add +0.0% 2,428 $811K
Trillium Asset Management, LLC 0.02% No change 2,434 $811K
Claris Advisors, LLC / Mo / 0.42% Add +0.9% 2,432 $810K
Veracity Capital LLC 0.34% Reduce -16.9% 2,425 $808K
Fortem Financial Group, LLC 0.35% Reduce -8.0% 2,420 $806K
Hamel Associates, Inc. 0.25% Reduce -2.2% 2,410 $802K
Guardian Wealth Management, Inc. 0.61% Add +11.3% 2,402 $800K
Oxford Financial Group, LTD. LLC 0.05% Add +44.7% 2,398 $799K
XR Securities LLC 1.35% New 2,398 $799K
Platform Technology Partners 0.27% — 2,392 $797K
Wimmer Associates 1, LLC 0.41% No change 2,385 $794K
Woodstock Corp. 0.08% Reduce -6.8% 2,380 $793K
RNC Capital Management LLC 0.04% Add +1.9% 2,372 $790K
Deseret Mutual Benefit Administrators 0.37% Add +0.1% 2,365 $788K
AdvisorNet Financial, Inc 0.07% Add +0.8% 2,363 $787K
Greenwich Wealth Management LLC 0.06% Add +0.9% 2,347 $782K
Accredited Investors Inc. 0.05% Reduce -17.4% 2,345 $781K
Addison Capital Co 0.34% Add +13.7% 2,343 $780K
Brown, Lisle/Cummings, Inc. 0.25% Reduce -1.5% 2,340 $779K
Mechanics Bank Trust Department 0.11% Reduce -0.6% 2,339 $779K
Tradition Wealth Management, LLC 0.08% Add +46.7% 2,338 $779K
Arbor Wealth Advisors LLC 0.77% No change 2,337 $778K
Virtus Advisers, LLC 0.38% Reduce -11.1% 2,331 $776K
Washington Trust Bank 0.08% Reduce -60.7% 2,322 $773K
WFA of San Diego, LLC 0.69% — 2,318 $772K
Atlanta Consulting Group Advisors, LLC 0.17% No change 2,308 $769K
Chesapeake Wealth Management 0.28% New 2,303 $767K
Canopy Partners, LLC 0.36% Add +2.9% 2,296 $765K
Tidemark, LLC 0.35% Add +3.1% 2,291 $763K
Worth Financial Advisory Group, LLC 0.50% Reduce -4.1% 2,285 $761K
RiverFront Investment Group, LLC 0.02% Reduce -1.3% 2,281 $760K
Quotient Wealth Partners, LLC 0.03% Add +8.4% 2,280 $760K
Garner Asset Management Corp 0.28% Add +1.4% 2,277 $759K
Intrust Bank NA 0.08% Add +0.1% 2,276 $758K
Maxi Investments CY Ltd 0.17% No change 2,272 $757K
TrinityBridge Ltd 0.03% No change 2,269 $756K
Tompkins Financial Corp. 0.08% Reduce -2.4% 2,269 $756K
Beverly Hills Private Wealth, LLC 0.17% No change 2,264 $754K
Aberdeen Wealth Management LLC 0.51% No change 2,262 $754K
Chicago Partners Investment Group LLC 0.03% Add +12.1% 2,195 $750K
PSI Advisors, LLC 0.24% Add +1.6% 2,251 $750K
PDS Planning, Inc 0.08% Add +0.9% 2,243 $747K
United Asset Strategies, Inc. 0.07% Reduce -9.8% 2,237 $745K
Marietta Investment Partners LLC 0.16% Reduce -5.2% 2,235 $744K
Marks Group Wealth Management, Inc 0.08% No change 2,234 $744K
Sage Mountain Advisors LLC 0.07% Reduce -4.3% 2,233 $744K
InTrack Investment Management Inc 0.53% Add +18.4% 2,224 $741K
Wayfinding Financial, LLC 0.42% Reduce -16.1% 2,222 $740K
Retirement Planning Co of New England, Inc. 0.40% Reduce -4.7% 2,221 $740K
Northwest & Ethical Investments L.P. 0.02% No change 2,220 $739K
Sentry Investment Management LLC 0.33% Reduce -17.0% 2,220 $739K
Novare Capital Management LLC 0.07% No change 2,210 $736K
Aljian Capital Management, LLC 0.24% No change 2,200 $733K
Cahaba Wealth Management, Inc. 0.06% Reduce -3.7% 2,197 $732K
Horizon Wealth Management, LLC 0.17% Reduce -13.6% 2,191 $730K
AlphaQuest LLC 0.10% New 2,188 $729K
Mine & Arao Wealth Creation & Management, LLC. 0.35% Add +0.2% 2,178 $725K
Goepper Burkhardt LLC 0.33% No change 2,170 $723K
Clearstead Trust, LLC 0.18% No change 2,168 $722K
Fiduciary Group, LLC 0.08% Reduce -1.4% 2,167 $722K
Townsend Asset Management Corp. /NC/ 0.28% Add +0.1% 2,161 $720K
GHP Investment Advisors, Inc. 0.04% Reduce -1.3% 2,160 $720K
Reynders McVeigh Capital Management, LLC 0.04% Add +1.4% 2,157 $718K
Full Sail Capital, LLC 0.05% Add +0.1% 2,153 $717K
Carnegie Investment Counsel 0.02% Reduce -25.5% 2,153 $717K
Callan Capital, LLC 0.06% Add +38.8% 2,152 $717K
Addison Advisors LLC 0.23% Add +1.8% 2,151 $716K
Marion Wealth Management 0.21% Add +0.3% 2,149 $716K
Impact Partnership Wealth, LLC 0.19% Add +434.4% 2,143 $714K
MSH Capital Advisors LLC 0.24% Reduce -1.4% 2,139 $713K
Latitude Advisors, LLC 0.43% Add +4.3% 2,136 $712K
Oakworth Capital, Inc. 0.05% No change 2,135 $711K
Morningstar Investment Management LLC 0.07% No change 2,124 $708K
Gratus Capital, LLC 0.03% Add +66.3% 2,123 $707K
TBH Global Asset Management, LLC 0.16% Reduce -13.2% 2,123 $707K
Diversified, LLC 0.08% Add +3.5% 2,120 $706K
Hexagon Capital Partners LLC 0.15% Reduce -4.0% 2,116 $705K
Lingohr Asset Management GmbH 1.76% New 2,123 $704K
Trek Financial, LLC 0.06% Add +13.1% 2,112 $704K
Acropolis Investment Management, LLC 0.04% No change 2,112 $704K
First Commonwealth Financial Corp 0.18% No change 2,110 $703K
Bright Futures Wealth Management, LLC. 0.38% No change 2,189 $702K
Paulson Wealth Management Inc. 0.20% Add +3.6% 2,104 $701K
Capital Square, LLC 0.45% Reduce -2.0% 2,005 $698K
Bensler, LLC 0.09% Add +0.1% 2,092 $697K
Stonebridge Capital Advisors LLC 0.06% Reduce -16.0% 2,092 $697K
Proficio Capital Partners LLC 0.07% Add +1.2% 2,088 $696K
New Republic Capital, LLC 0.35% Add +1.1% 2,078 $692K
626 Financial, LLC 0.40% Reduce -4.6% 2,077 $692K
Tarbox Family Office, Inc. 0.12% Reduce -0.1% 2,068 $689K
RMR Wealth Builders 0.08% Reduce -12.1% 2,068 $689K
Grey Ledge Advisors, LLC 0.19% Add +0.1% 2,065 $688K
Martin Capital Advisors, LLP 0.51% No change 2,061 $687K
Callan Family Office, LLC 0.13% Add +136.9% 2,061 $687K
MRP Capital Investments, LLC 0.64% Reduce -3.3% 2,060 $686K
AF Advisors, Inc. 0.13% No change 2,060 $686K
Total Investment Management Inc. 0.09% Add +0.1% 2,059 $686K
W Advisors, LLC 0.45% Reduce -12.2% 2,057 $685K
NCM Capital Management, LLC 0.36% Reduce -2.4% 2,055 $685K
Range Financial Group LLC 0.35% Add +2.9% 2,049 $683K
Bridgewater Associates 0.00% New 2,045 $681K
Lecap Asset Management Ltd. 0.15% New 2,038 $679K
McElhenny Sheffield Capital Management, LLC 0.23% Reduce -0.6% 2,037 $679K
LVM Capital Management Ltd. 0.08% Reduce -6.3% 2,025 $675K
Bantamac Capital, LLC 0.40% Add +0.1% 2,026 $675K
New Century Financial Group, LLC 0.29% Add +16.0% 2,025 $674K
Park Edge Advisors, LLC 0.21% Add +5.8% 2,019 $673K
Nicholas Wealth, LLC. 0.48% Add +38.5% 2,016 $671K
Winthrop Advisory Group LLC 0.09% Reduce -0.9% 2,014 $671K
Guardian Wealth Advisors, LLC / NC 0.08% Reduce -2.5% 2,011 $670K
Bryn Mawr Trust Advisors, LLC 0.04% Add +2.1% 2,010 $670K
First American Bank 0.05% No change 2,009 $669K
Savvy Advisors, Inc. 0.22% Add +12.8% 2,003 $667K
Sound Financial Strategies Group, LLC 0.58% Reduce -10.7% 2,002 $667K
Signature Estate & Investment Advisors LLC 0.02% New 2,002 $667K
Beacon Financial Advisory LLC 0.25% Add +127.4% 2,001 $667K
Bienville Capital Management, LLC 0.16% No change 2,000 $666K
Saybrook Capital 0.19% Reduce -50.0% 2,000 $666K
Lester Murray Antman dba SimplyRich 0.21% No change 1,996 $664K
Summit Financial Strategies, Inc. 0.08% Reduce -5.6% 1,985 $661K
Citizens Business Bank 0.14% Add +78.3% 1,985 $661K
Buck Wealth Strategies, LLC 0.20% Reduce -93.2% 1,985 $661K
Adell Harriman & Carpenter Inc. 0.05% Reduce -24.3% 1,984 $661K
Legacy Financial Advisors, Inc. 0.12% Reduce -0.6% 1,983 $661K
Fernwood Investment Management, LLC 0.21% Reduce -1.3% 1,983 $661K
Shoker Investment Counsel, Inc. 0.23% Add +0.3% 1,979 $659K
Patten Group, Inc. 0.16% Add +0.1% 1,979 $659K
LCNB Corp. 0.25% Reduce -15.3% 1,977 $659K
Ridgecrest Wealth Partners, LLC 0.40% No change 1,975 $658K
Plancorp, LLC 0.03% Add +1.6% 1,971 $657K
Sterling Wealth Management, Inc. 0.31% No change 1,969 $656K
Morningstar Investment Services LLC 0.01% Add +16.1% 1,999 $655K
Fiduciary Financial Group, LLC 0.16% — 1,815 $654K
Woodley Farra Manion Portfolio Management Inc. 0.04% Reduce -1.6% 1,964 $654K
FUKOKU MUTUAL LIFE INSURANCE Co 0.05% Reduce -8.2% 1,964 $654K
Harbour Trust & Investment Management Co 0.08% Reduce -8.4% 1,961 $653K
Deerfield Management Company, L.P. 0.01% New 1,954 $651K
Dudley Capital Management, LLC 0.36% Add +21.7% 1,954 $651K
First Financial Bankshares Inc 0.01% Reduce -42.3% 1,950 $650K
Thrive Wealth Management, LLC 0.13% Add +5.1% 1,945 $648K
Carmichael Hill & Associates, Inc. 0.26% Add +0.1% 1,940 $646K
REDW Wealth LLC 0.17% Reduce -5.4% 1,939 $646K
Athena Investment Management 0.39% Reduce -1.3% 1,931 $643K
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -10.6% 1,931 $643K
Heritage Wealth Partners, LLC 0.93% New 1,922 $640K
Patriot Financial Group Insurance Agency, LLC 0.09% Add +4.0% 1,918 $639K
Bedel Financial Consulting, Inc. 0.09% Add +0.5% 1,917 $639K
Guardian Asset Advisors, LLC 0.47% Reduce -2.0% 1,917 $638K
Elwood & Goetz Wealth Advisory Group, LLC 0.18% No change 1,916 $638K
Excalibur Management Corp. 0.26% Add +32.5% 1,906 $635K
Operose Advisors LLC 0.22% Add +16.7% 1,902 $633K
Burns J W & Co. Inc. 0.09% Reduce -5.3% 1,895 $631K
Leonteq Securities AG 0.09% Add +362.4% 1,891 $630K
Gryphon Financial Partners LLC 0.09% Add +29.8% 1,877 $625K
Montz Harcus Wealth Management LLC 0.41% Add +0.3% 1,875 $625K
Fulton Breakefield Broenniman LLC 0.05% Add +2.7% 1,874 $624K
Horst & Graben Wealth Management LLC 0.12% Add +0.2% 1,870 $623K
LRI Investments, LLC 0.07% Add +0.8% 1,865 $621K
Barr E S & Co. 0.04% Add +2.8% 1,863 $621K
Mountain Pacific Investment Advisers LLC 0.05% Add +0.1% 1,859 $619K
Smith Anglin Financial, LLC 0.06% Reduce -2.6% 1,853 $617K
Stokes Family Office, LLC 0.07% Add +3.9% 1,845 $615K
Firethorn Wealth Partners, LLC 0.35% Add +0.3% 1,842 $613K
NovaPoint Capital, LLC 0.21% No change 1,839 $613K
Mustard Seed Financial, LLC 0.59% Reduce -0.7% 1,836 $612K
Capital Management Associates, Inc 0.37% Add +0.2% 1,835 $611K
Appleton Partners Inc. 0.05% Reduce -3.7% 1,825 $608K
Sovereign Financial Group, Inc. 0.15% Add +0.8% 1,824 $608K
Donoghue Forlines LLC 0.17% Reduce -56.8% 1,822 $607K
Aft, Forsyth & Company, Inc. 0.30% No change 1,815 $605K
Cable Hill Partners, LLC 0.07% New 1,814 $604K
Icon Wealth Advisors, LLC 0.05% Add +74.5% 1,743 $603K
TFG Advisers LLC 0.23% Reduce -0.7% 1,809 $602K
McBroom & Associates, LLC 0.38% No change 1,806 $602K
Taylor Financial Group, Inc. 0.46% No change 1,805 $601K
Van Hulzen Asset Management, LLC 0.04% Add +13.2% 1,803 $601K
Prosperity Financial Group, Inc. 0.38% Add +5.8% 1,803 $601K
TradeLink Capital LLC 1.73% New 1,800 $600K
Harris Associates (Oakmark Funds) 0.00% No change 1,800 $600K
Walter & Keenan Wealth Management LLC /in/ 0.19% Reduce -0.7% 1,797 $599K
Eisler Capital (US) LLC 0.11% New 1,795 $598K
Red Door Wealth Management, LLC 0.11% Add +2.4% 1,793 $597K
Benchmark Wealth Management, LLC 0.32% Add +0.1% 1,785 $594K
Lakeside Advisors, INC. 0.39% Add +0.1% 1,783 $594K
Union Savings Bank 0.31% Reduce -2.6% 1,781 $593K
LifeSteps Financial, Inc. 0.49% No change 1,779 $593K
Sanders Morris Harris LLC 0.10% No change 1,775 $591K
Breakwater Capital Group 0.13% Add +1.4% 1,766 $588K
Pacifica Partners Inc. 0.25% Reduce -2.4% 1,779 $588K
YHB Investment Advisors, Inc. 0.05% Add +4.3% 1,766 $588K
Kohmann Bosshard Financial Services, LLC 0.08% No change 1,762 $587K
PBMares Wealth Management LLC 0.14% Reduce -0.1% 1,762 $587K
Zullo Investment Group, Inc. 0.26% Reduce -7.6% 1,753 $584K
Abacus Wealth Partners, LLC 0.10% Add +0.6% 1,752 $584K
Loomis Sayles & Co. L P 0.00% Add +0.2% 1,749 $583K
Norden Group LLC 0.12% Reduce -4.6% 1,748 $582K
Sterling Investment Advisors, Ltd. 0.16% Add +0.1% 1,747 $582K
Raab & Moskowitz Asset Management LLC 0.16% No change 1,745 $581K
Ramsay, Stattman, Vela & Price, Inc. 0.11% Reduce -8.2% 1,745 $581K
Tennessee Valley Asset Management Partners 0.11% Add +5.6% 1,745 $581K
Coastwise Capital Group, LLC 0.56% Add +1.8% 1,743 $581K
Beaumont Financial Advisors, LLC 0.05% Add +6.7% 1,733 $577K
Summit Global Investments 0.04% Reduce -4.3% 1,728 $576K
Lakeridge Wealth Management LLC 0.35% Add +0.9% 1,729 $576K
BSW Wealth Partners 0.09% Add +7.1% 1,724 $574K
Obsidian Personal Planning Solutions LLC 0.35% No change 1,720 $573K
Check Capital Management Inc. 0.04% Add +6.2% 1,717 $572K
Silvia McColl Wealth Management, LLC 0.47% Reduce -5.8% 1,716 $572K
Sound Income Strategies, LLC 0.04% Reduce -9.7% 1,715 $571K
Crewe Advisors LLC 0.06% Add +3.4% 1,712 $570K
Fulton Bank, N.A. 0.02% Add +4.3% 1,710 $570K
Home Federal Bank of Tennessee 0.17% No change 1,709 $569K
Cooper/Haims Advisors, LLC 0.32% Add +6.5% 1,705 $568K
Corton Capital Inc. 0.30% New 1,704 $568K
Evermay Wealth Management LLC 0.09% No change 1,702 $567K
Trinity Financial Advisors LLC 0.25% No change 1,700 $566K
Perpetual Ltd 0.01% No change 1,700 $566K
Opal Wealth Advisors, LLC 0.18% Reduce -20.2% 1,700 $566K
Thomas Story & Son LLC 0.24% No change 1,700 $566K
Ranch Capital Advisors Inc. 0.30% Reduce -7.8% 1,698 $565K
Taylor Hoffman Wealth Management 0.23% Reduce -0.3% 1,711 $563K
Carrera Capital Advisors 0.18% — 1,690 $563K
Resonant Capital Advisors, LLC 0.05% Add +5.4% 1,688 $562K
Elevation Point Wealth Partners, LLC 0.04% Reduce -9.6% 1,686 $562K
Oak Hill Wealth Advisors, LLC 0.17% — 1,684 $561K
Summit Wealth Partners, LLC 0.12% No change 1,684 $561K
Forte Capital LLC 0.07% Reduce -0.1% 1,680 $559K
Kaydan Wealth Management, Inc. 0.20% No change 1,677 $559K
Cassaday & Co Wealth Management LLC 0.02% Reduce -10.8% 1,675 $558K
Advisory Resource Group 0.13% Reduce -0.9% 1,674 $558K
Cornerstone Advisory, LLC 0.08% Reduce -6.4% 1,670 $556K
One Capital Management, LLC 0.02% Add +172.9% 1,665 $555K
Jeppson Wealth Management, LLC 0.21% Reduce -0.3% 1,660 $553K
Arcataur Capital Management LLC 0.20% Reduce -0.1% 1,657 $552K
Kozak & Associates, Inc. 0.14% Add +0.4% 1,667 $551K
Audent Global Asset Management, LLC 0.57% Reduce -8.3% 1,647 $549K
Fairfield, Bush & Co. 0.33% Reduce -0.1% 1,646 $548K
Integrated Investment Consultants, LLC 0.15% No change 1,490 $546K
Peterson Wealth Management 0.34% New 1,634 $544K
CFS Investment Advisory Services, LLC 0.04% New 1,629 $543K
Sweet Financial Partners, LLC 0.12% Add +0.1% 1,628 $542K
Claro Advisors Inc. 0.08% Add +0.2% 1,619 $539K
Alera Investment Advisors, LLC 0.06% Add +27.2% 1,616 $538K
Meadow Creek Wealth Advisors LLC 0.51% Reduce -1.9% 1,613 $537K
One Degree Advisors Inc 0.26% No change 1,615 $537K
Bard Financial Services, Inc. 0.06% No change 1,610 $536K
Vishria Bird Financial Group, LLC 0.22% No change 1,606 $535K
Bell Bank 0.04% Add +5.3% 1,601 $533K
Pursue Wealth Partners LLC 0.29% No change 1,600 $533K
WESCAP Management Group, Inc. 0.15% No change 1,600 $533K
WealthTrust Axiom LLC 0.18% Reduce -1.9% 1,600 $533K
Leo Wealth, LLC 0.05% Reduce -56.0% 1,613 $532K
Householder Group Estate & Retirement Specialist, LLC 0.15% Add +0.6% 1,591 $530K
Arvest Trust Co. N A 0.03% Reduce -0.1% 1,588 $529K
Spirepoint Private Client, LLC 0.07% Add +162.6% 1,586 $528K
Independence Bank of Kentucky 0.14% Add +147.7% 1,583 $527K
STAR Financial Bank 0.41% Reduce -12.2% 1,581 $527K
Regent Peak Wealth Advisors LLC 0.12% Reduce -0.3% 1,575 $525K
West Michigan Advisors, LLC 0.17% Reduce -4.0% 1,574 $524K
Quantum Financial Advisors, LLC 0.09% Add +1.3% 1,572 $524K
Boston Financial Mangement LLC 0.02% Reduce -11.1% 1,572 $524K
Curbstone Financial Management Corp 0.11% New 1,572 $524K
Seven Eight Capital, LP 0.05% New 1,570 $523K
Quent Capital, LLC 0.06% Add +0.7% 1,565 $521K
TCV Trust & Wealth Management, Inc. 0.05% No change 1,563 $521K
Kaizen Financial Strategies 0.33% Reduce -16.5% 1,523 $521K
Fagan Associates, Inc. 0.09% No change 1,560 $520K
Jupiter Wealth Management LLC 0.28% No change 1,500 $519K
Sepio Capital, LP 0.05% Add +0.3% 1,559 $519K
RKL Wealth Management LLC 0.05% Reduce -0.3% 1,556 $518K
Vertex Planning Partners, LLC 0.13% Add +0.7% 1,556 $518K
Sanchez Wealth Management Group 0.17% Add +0.3% 1,554 $518K
Allstate Corp. 0.04% Add +2.5% 1,554 $518K
Canal Capital Management, LLC 0.09% Add +28.9% 1,554 $518K
Camden National Bank 0.08% Add +0.5% 1,553 $517K
Smith Shellnut Wilson LLC 0.25% No change 1,550 $516K
Sunburst Financial Group, LLC 0.14% No change 1,549 $516K
TFB Advisors LLC 0.17% Add +6.3% 1,548 $516K
Bigelow Investment Advisors, LLC 0.25% Reduce -0.3% 1,547 $515K
Cranbrook Wealth Management, LLC 0.13% New 1,546 $515K
SAM Advisors, LLC 0.19% No change 1,540 $513K
United Bank 0.06% Reduce -5.1% 1,540 $513K
MBA Advisors LLC 0.26% Reduce -7.2% 1,539 $513K
West Family Investments, Inc. 0.15% No change 1,539 $513K
Burton Enright Welch 0.12% No change 1,535 $511K
Boston Trust Walden Corp 0.00% No change 1,534 $511K
Olistico Wealth, LLC 0.33% Add +7.0% 1,530 $510K
Baker Ellis Asset Management LLC 0.08% Add +7.0% 1,527 $509K
Affinity Capital Advisors, LLC 0.11% Add +0.1% 1,525 $508K
Grove Bank & Trust 0.08% No change 1,525 $508K
IMS Capital Management 0.24% No change 1,475 $506K
Financial Partners Group, Inc 0.08% Add +3.6% 1,515 $505K
Tectonic Advisors LLC 0.04% Add +0.4% 1,514 $504K
Soltis Investment Advisors LLC 0.05% Add +15.4% 1,513 $504K
Orrstown Financial Services Inc. 0.27% Add +11.0% 1,510 $503K
Comprehensive Financial Consultants Institutional, Inc. 0.20% Reduce -8.3% 1,510 $503K
Strategic Equity Management 0.33% Add +0.3% 1,509 $503K
Peoples Bank 0.39% Reduce -0.6% 1,508 $502K
Chickasaw Capital Management LLC 0.02% No change 1,500 $500K
EHP Funds Inc. 0.25% Reduce -11.8% 1,500 $500K
Rbo & Co. LLC 0.09% No change 1,500 $500K
Relyea Zuckerberg Hanson LLC 0.08% Add +4.7% 1,499 $499K
Sweeney & Michel, LLC 0.21% Add +7.0% 1,531 $499K
Laffer Tengler Investments, Inc. 0.13% Reduce -0.6% 1,497 $499K
Center For Asset Management LLC 0.33% No change 1,495 $498K
Waterway Wealth Management, LLC 0.24% Reduce -2.5% 1,495 $498K
Gould Asset Management LLC 0.11% No change 1,490 $496K
Doliver Advisors, LP 0.14% Reduce -1.9% 1,485 $495K
Hardin Capital Partners, LLC 0.32% — 1,483 $494K
Coyle Financial Counsel LLC 0.18% No change 1,347 $494K
Cromwell Holdings LLC 0.29% — 1,476 $492K
Acima Private Wealth, LLC 0.18% No change 1,473 $491K
TrinityPoint Wealth, LLC 0.08% Reduce -0.1% 1,472 $490K
BayBridge Capital Group, LLC 0.38% Add +4.1% 1,472 $490K
Congress Park Capital LLC 0.20% No change 1,470 $490K
Vicus Capital 0.04% New 1,469 $489K
Valley National Advisers Inc. 0.07% Reduce -1.7% 1,471 $489K
Smith Chas P & Associates Pa Cpas 0.03% No change 1,467 $489K
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.03% Add +157.4% 1,467 $489K
Davis Investment Partners, LLC 0.20% Add +0.1% 1,455 $488K
Smart Portfolios, LLC 0.49% Add +16.3% 1,465 $488K
Hara Capital LLC 0.31% No change 1,465 $488K
MRA Advisory Group 0.28% Reduce -5.1% 1,464 $488K
Planning Center, Inc. 0.06% No change 1,463 $487K
Acas, LLC 0.42% Add +0.1% 1,407 $487K
First Financial Corp. 0.25% Reduce -6.0% 1,458 $486K
Diversify Wealth Management, LLC 0.06% — 1,528 $484K
Frisch Financial Group, Inc. 0.15% Add +0.2% 1,454 $484K
Lafayette Investments, Inc. 0.11% No change 1,450 $483K
Keystone Wealth Services, LLC 0.15% Add +116.6% 1,449 $483K
American Money Management, LLC 0.10% Reduce -3.3% 1,447 $482K
Hollencrest Capital Management 0.02% Reduce -13.3% 1,446 $482K
Nadler Financial Group, Inc. 0.06% No change 1,446 $482K
Rise Advisors, LLC 0.26% Add +1.2% 1,445 $481K
MBL Wealth, LLC 0.05% Reduce -11.8% 1,445 $481K
Wendell David Associates Inc. 0.05% Reduce -12.7% 1,443 $481K
N.E.W. Advisory Services LLC 0.05% No change 1,442 $481K
Channel Wealth LLC 0.17% Reduce -1.0% 1,441 $480K
Balefire, LLC 0.17% Reduce -2.9% 1,441 $480K
Seed Wealth Management, Inc. 0.42% Add +6.3% 1,440 $480K
South Street Advisors LLC 0.07% No change 1,440 $480K
Formidable Asset Management, LLC 0.08% Add +9.1% 1,440 $480K
Secure Asset Management, LLC 0.09% Add +8.4% 1,439 $479K
Wealth Management Associates, Inc. 0.22% No change 1,436 $478K
Charter Oak Capital Management, LLC 0.05% Reduce -16.1% 1,435 $478K
Sandy Cove Advisors, LLC 0.21% Add +0.5% 1,434 $478K
CarsonAllaria Wealth Management, Ltd. 0.29% No change 1,433 $478K
SageView Advisory Group, LLC 0.03% Add +13.6% 1,433 $477K
MPS Loria Financial Planners, LLC 0.15% Add +0.1% 1,428 $476K
Wealth Alliance, LLC 0.06% Add +0.3% 1,427 $475K
Braun Stacey Associates Inc. 0.02% No change 1,425 $475K
Planning Capital Management Corp 0.33% Add +919.4% 1,417 $472K
Enterprise Financial Services Corp 0.29% Add +2.1% 1,412 $470K
Leisure Capital Management 0.22% New 1,411 $470K
Blankinship & Foster, LLC 0.12% No change 1,411 $470K
Insight Advisors, LLC/ PA 0.09% Add +8.4% 1,410 $470K
Mengis Capital Management, Inc. 0.10% Reduce -72.0% 1,410 $470K
Sfmg, LLC 0.04% Add +1.1% 1,407 $469K
Ironwood Investment Management LLC 0.25% No change 1,400 $466K
Alta Advisers Ltd 0.22% No change 1,400 $466K
Schulhoff & Co. Inc. 0.21% No change 1,400 $466K
Waypoint Capital Advisors, LLC 0.12% Add +1.2% 1,396 $465K
Fingerlakes Wealth Management, Inc. 0.42% Add +0.4% 1,393 $464K
Maven Securities LTD 0.07% New 1,392 $464K
apricus wealth, LLC 0.33% Add +1.0% 1,389 $463K
Lazari Capital Management, Inc. 0.21% Add +1.7% 1,386 $462K
WestHill Financial Advisors, Inc. 0.11% No change 1,386 $462K
Northwest Bancshares, Inc. 0.08% Reduce -3.7% 1,385 $461K
Peregrine Asset Advisers, Inc. 0.18% Reduce -2.6% 1,382 $460K
Warther Private Wealth, LLC 0.18% New 1,382 $460K
Gradient Capital Advisors, LLC 0.16% Reduce -7.3% 1,375 $458K
HTLF Bank 0.05% Reduce -5.2% 1,371 $457K
Ransom Advisory, Ltd 0.23% Reduce -3.9% 1,370 $456K
SJS Investment Consulting Inc. 0.09% No change 1,369 $456K
Everpar Advisors LLC 0.23% Reduce -3.6% 1,364 $454K
McGowan Group Asset Management, Inc. 0.06% Add +0.7% 1,361 $453K
FSA Advisors, Inc. 0.47% Add +0.2% 1,263 $453K
Personal Cfo Solutions, LLC 0.07% Add +0.9% 1,356 $452K
Epic Trust Investment Advisors, LLC 0.50% Add +1.9% 1,355 $452K
Birchcreek Wealth Management, LLC 0.25% No change 1,354 $451K
Beacon Capital Management, LLC 0.08% Reduce -1.2% 1,352 $450K
Alan B Lancz & Associates, Inc. 0.44% — 1,350 $450K
First Community Trust NA 0.38% No change 1,350 $450K
Evanson Asset Management, LLC 0.03% No change 1,350 $450K
Westshore Wealth, LLC 0.19% Reduce -0.7% 1,346 $448K
TrueWealth Advisors, LLC 0.17% Add +42.4% 1,346 $448K
Cortland Associates Inc. 0.06% Add +0.2% 1,346 $448K
Sendero Wealth Management, LLC 0.08% No change 1,344 $448K
Andina Capital Management, LLC 0.33% Add +10.6% 1,333 $444K
CYBER HORNET ETFs LLC 0.48% Add +1.7% 1,332 $444K
Empirical Asset Management, LLC 0.17% Reduce -70.6% 1,328 $442K
Kenora Financial, LLC 0.18% Reduce -4.3% 1,326 $442K
VeraBank, N.A. 0.14% No change 1,326 $442K
Kornitzer Capital Management Inc. 0.01% Add +28.4% 1,322 $440K
Schonfeld Strategic Advisors LLC 0.00% Reduce -82.8% 1,321 $440K
Analyst IMS Investment Management Services Ltd. 0.02% New 1,322 $440K
Gerber Kawasaki Wealth & Investment Management 0.02% No change 1,320 $440K
Virtue Capital Management, LLC 0.08% Reduce -32.0% 1,279 $440K
Copperwynd Financial, LLC 0.14% New 1,269 $439K
First National Corp. /Ma/ 0.10% No change 1,318 $439K
Monarch Capital Management Inc. 0.13% No change 1,317 $439K
Peoples Bank 0.23% New 1,315 $438K
Pinnacle Financial Group, LLC / IL 0.19% Add +0.2% 1,315 $438K
Petix & Botte Co 0.12% Add +100.0% 1,312 $437K
Apollon Financial, LLC 0.14% Reduce -0.1% 1,307 $435K
Forbes J M & Co. LLP 0.04% No change 1,307 $435K
Landaas & Co. /Wi 0.13% No change 1,307 $435K
Bordeaux Wealth Advisors LLC 0.08% Add +2.0% 1,302 $434K
Kathmere Capital Management, LLC 0.05% Add +35.4% 1,301 $434K
Wellington Shields Capital Management, LLC 0.08% No change 1,300 $433K
Elser Financial Planning, Inc 0.07% — 1,300 $433K
Waters Parkerson & Co., LLC 0.02% Reduce -4.4% 1,298 $432K
Kelleher Financial Advisors 0.18% Add +0.2% 1,290 $430K
Castleark Management LLC 0.02% No change 1,290 $430K
Prelude Capital Management, LLC 0.04% Add +124.0% 1,288 $429K
Chesley Taft & Associates LLC 0.02% Reduce -5.7% 1,286 $428K
Brogan Financial, Inc. 0.27% Add +14.0% 1,286 $428K
Summit X, LLC 0.10% Add +36.6% 1,273 $427K
Austin Private Wealth, LLC 0.05% Reduce -15.4% 1,281 $427K
Hall Laurie J Trustee 0.15% No change 1,280 $426K
Investment Advisory Services Inc. /TX 0.16% Reduce -11.2% 1,277 $425K
Monte Financial Group, LLC 0.19% Reduce -18.4% 1,276 $425K
Simon Quick Advisors, LLC 0.03% Add +10.6% 1,273 $424K
Alpha Family Trust 0.25% No change 1,270 $423K
Next Level Private LLC 0.19% Add +4.1% 1,270 $423K
Towne Trust Company, N.A 0.16% No change 1,270 $423K
Davidson Investment Advisors 0.02% Reduce -19.1% 1,270 $423K
AdvisorShares Investments LLC 0.07% New 1,280 $421K
Millington Financial Advisors, LLC 0.29% Add +1.9% 1,264 $421K
Rockingstone Advisors LLC 0.22% Add +1.2% 1,262 $420K
Contravisory Investment Management, Inc. 0.09% Add +1.4% 1,262 $420K
North Star Asset Management Inc. 0.02% No change 1,261 $420K
Isthmus Partners, LLC 0.05% No change 1,257 $419K
Old Second National Bank of Aurora 0.11% No change 1,254 $418K
Regatta Capital Group, LLC 0.09% Add +4.8% 1,253 $417K
Bremer Bank National Association 0.08% Add +3.7% 1,251 $417K
LFA - Lugano Financial Advisors SA 0.32% No change 1,250 $416K
Core Alternative Capital 0.08% No change 1,247 $415K
Maple Capital Management, Inc. 0.03% Add +38.8% 1,244 $414K
Grant Street Asset Management, Inc. 0.13% No change 1,244 $414K
Armstrong, Fleming & Moore, Inc 0.27% Reduce -23.4% 1,243 $414K
DNB Asset Management AS 0.00% New 1,243 $414K
Graves Light Lenhart Wealth, Inc. 0.05% Add +1.0% 1,258 $414K
Clear Creek Financial Management, LLC 0.05% Add +7.0% 1,241 $413K
Gilman Hill Asset Management, LLC 0.07% Reduce -3.1% 1,239 $413K
CoreFirst Bank & Trust 0.28% Reduce -2.3% 1,236 $412K
Indie Asset Partners, LLC 0.33% Add +0.1% 1,235 $412K
Goldstone Financial Group, LLC 0.08% Reduce -8.1% 1,235 $411K
Cordatus Wealth Management LLC 0.15% New 1,235 $411K
Trustco Bank Corp. N Y 0.44% No change 1,231 $410K
Dogwood Wealth Management LLC 0.25% Add +25.3% 1,229 $409K
Revisor Wealth Management LLC 0.28% Reduce -46.6% 1,227 $409K
Garden State Investment Advisory Services LLC 0.14% Reduce -19.4% 1,220 $407K
Gibbs Wealth Management 0.16% Add +7.6% 1,219 $406K
MCF Advisors LLC 0.03% Reduce -1.4% 1,217 $405K
New Wave Wealth Advisors LLC 0.22% — 1,215 $405K
Strategic Wealth Partners, Ltd. 0.04% Add +9.4% 1,208 $402K
ProVise Management Group, LLC 0.03% Add +36.6% 1,208 $402K
First Nebraska Trust Co 0.04% No change 1,206 $402K
Fca Corp. 0.13% Reduce -32.7% 1,200 $400K
Mogy Joel R Investment Counsel Inc. 0.03% No change 1,200 $400K
MinichMacGregor Wealth Management, LLC 0.10% Add +4.5% 1,198 $399K
Balyasny Asset Management L.P. 0.00% New 1,193 $397K
Greenline Partners, LLC 0.06% No change 1,205 $397K
Stonebrook Private Inc. 0.11% Reduce -36.4% 1,187 $395K
S.A. Mason LLC 0.22% Add +18.3% 1,186 $395K
CJM Wealth Advisers, Ltd. 0.15% Add +0.1% 1,199 $395K
NewEdge Wealth, LLC 0.01% Reduce -55.8% 1,184 $394K
Aua Capital Management, LLC 0.24% No change 1,180 $393K
Meredith Wealth Planning 0.21% No change 1,180 $393K
Keb Asset Management, LLC 0.13% No change 1,179 $393K
Five Oceans Advisors 0.21% Reduce -1.3% 1,176 $392K
Garrett Wealth Advisory Group, LLC 0.14% No change 1,175 $391K
Avity Investment Management Inc. 0.03% Reduce -7.8% 1,175 $391K
Tortoise Investment Management, LLC 0.04% Reduce -4.9% 1,174 $391K
Bangor Savings Bank 0.04% No change 1,169 $389K
Global X Japan Co., Ltd. 0.06% Reduce -17.9% 1,168 $389K
Duff & Phelps Investment Management Co. 0.01% Reduce -80.2% 1,168 $389K
GC Wealth Management RIA, LLC 0.08% Reduce -4.7% 1,166 $388K
Eagle Wealth Strategies LLC 0.31% No change 1,166 $388K
Hills Bank & Trust Co 0.03% Reduce -2.1% 1,165 $388K
Joule Financial, LLC 0.16% Add +3.8% 1,164 $388K
Capital Advisors Wealth Management, LLC 0.08% No change 1,163 $387K
Braun-Bostich & Associates Inc. 0.29% Reduce -10.6% 1,163 $387K
Archford Capital Strategies, LLC 0.06% No change 1,163 $387K
First Interstate Bank 0.03% Add +73.7% 1,160 $386K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -0.2% 1,160 $386K
Calamos Wealth Management LLC 0.02% Reduce -4.4% 1,158 $386K
Pacific Global Investment Management Co. 0.07% Reduce -0.9% 1,156 $385K
Tower Wealth Partners, Inc. 0.24% Add +10.6% 1,154 $384K
Prostatis Group LLC 0.13% Add +10.7% 1,153 $384K
WNY Asset Management, LLC 0.05% Reduce -0.2% 1,148 $382K
LJI Wealth Management, LLC 0.08% No change 1,145 $381K
First Western Trust Bank 0.02% Reduce -37.3% 1,145 $381K
Rosenberg Matthew Hamilton 0.11% Reduce -4.1% 1,157 $381K
FSB Premier Wealth Management, Inc. 0.17% No change 1,142 $381K
Winslow Asset Management Inc. 0.07% No change 1,140 $380K
Gradient Investments LLC 0.01% Add +0.5% 1,139 $379K
Traveka Wealth, LLC 0.18% Add +2.5% 1,137 $379K
Institutional & Family Asset Management, LLC 0.06% Add +0.3% 1,137 $379K
Greenwood Capital Associates LLC 0.05% Add +0.3% 1,137 $379K
Financial Advisors, LLC 0.08% No change 1,130 $376K
Rockline Wealth Management, LLC 0.12% Add +22.9% 1,127 $375K
Alesco Advisors, LLC, An ESL Co 0.01% Add +2.5% 1,127 $375K
Anchor Capital Advisors LLC 0.01% No change 1,127 $375K
Silver Coast Investments LLC 0.15% Reduce -1.4% 1,125 $375K
Boston Partners 0.00% Reduce -20.8% 1,125 $375K
Register Financial Advisors LLC 0.19% No change 1,123 $374K
Finivi Inc. 0.31% Add +1.5% 1,123 $374K
Davidson Trust Co. 0.26% Reduce -4.7% 1,122 $374K
SPC Financial, Inc. 0.03% Add +72.5% 1,121 $373K
Buckingham Capital Management, Inc. 0.04% New 1,120 $373K
Sutton Place Investors LLC 0.25% Add +0.9% 1,119 $373K
Harvest Investment Services, LLC 0.15% New 1,117 $372K
Beacon Financial Group 0.04% Add +2.9% 1,116 $372K
Warwick Investment Management, Inc. 0.09% Add +2.8% 1,113 $371K
Accel Wealth Management 0.15% Add +11.3% 1,107 $369K
Bristlecone Advisors, LLC 0.03% Add +0.1% 1,105 $368K
Retirement Planning Group, LLC 0.02% Reduce -20.1% 1,103 $367K
Baron Wealth Management LLC 0.19% Add +0.6% 1,102 $367K
Royal Capital Wealth Management, LLC 0.28% No change 1,100 $366K
Richard W. Paul & Associates, LLC 0.14% Reduce -1.1% 1,098 $366K
GTS Securities LLC 0.01% Reduce -38.1% 1,097 $365K
ICA Group Wealth Management, LLC 0.22% Reduce -64.5% 1,093 $364K
VestGen Investment Management 0.11% Reduce -0.8% 1,085 $361K
AlphaCore Capital LLC 0.09% Add +24.3% 1,084 $361K
Phoenix Financial Ltd. 0.01% New 1,101 $360K
Caitlin John, LLC 0.26% Add +900.0% 1,080 $360K
Consilium Wealth Advisory, LLC 0.20% No change 1,079 $359K
Greenup Street Wealth Management LLC 0.08% Add +7.8% 1,078 $359K
Meridian Financial Partners LLC 0.21% New 1,008 $359K
AlphaStar Capital Management, LLC 0.03% Add +0.3% 1,078 $359K
Legacy Financial Group, Inc. 0.14% Reduce -0.4% 1,077 $359K
Silvant Capital Management LLC 0.02% No change 1,076 $358K
Compass Financial Group, INC 0.08% Add +0.1% 1,075 $358K
Oxford Asset Management LLP 0.35% New 1,070 $356K
Pettyjohn, Wood & White, Inc. 0.07% No change 1,065 $355K
Legacy Advisory Services, LLC 0.32% No change 1,064 $354K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.15% No change 1,063 $354K
Cadence Bank 0.03% Add +6.2% 1,062 $354K
Plante Moran Financial Advisors, LLC 0.04% Add +10.4% 1,060 $353K
Advus Financial Partners, LLC 0.11% No change 1,059 $353K
Selective Wealth Management, Inc. 0.15% Reduce -2.3% 1,079 $352K
Perennial Investment Advisors, LLC 0.05% Add +2.3% 1,054 $351K
Tiller Private Wealth, Inc. 0.15% No change 1,054 $351K
Baldwin Wealth Partners LLC 0.03% Add +0.2% 1,052 $350K
Peterson Wealth Advisors, LLC 0.07% Add +0.4% 1,051 $350K
Laurel Wealth Advisors LLC 0.06% No change 1,051 $350K
Beddow Capital Management Inc. 0.16% No change 1,050 $350K
Greylin Investment Management, Inc 0.06% No change 1,050 $350K
Central Pacific Bank - Trust Division 0.04% Add +0.9% 1,050 $350K
Wealthspire Retirement, LLC 0.03% Add +1.6% 1,049 $349K
1834 Investment Advisors Co. 0.04% Reduce -9.5% 1,049 $349K
Financial Perspectives, Inc 0.13% No change 1,048 $349K
DF Dent & Co. Inc. 0.00% No change 1,044 $348K
Sunpointe, LLC 0.23% Add +49.7% 1,042 $347K
Liberty Wealth Management LLC 0.06% Add +1640.1% 20,394 $346K
Onyx Financial Advisors, LLC 0.21% Add +0.4% 1,039 $346K
Continuum Advisory, LLC 0.05% Add +2.4% 1,038 $346K
LBMC Investment Advisors, LLC 0.03% No change 1,036 $345K
Hengehold Capital Management LLC 0.04% Reduce -5.8% 1,035 $345K
Sugarloaf Wealth Management, LLC 0.06% Reduce -28.3% 1,024 $341K
Sunflower Bank, N.A. 0.08% Add +7.8% 1,022 $340K
Highview Capital Management LLC 0.14% No change 1,020 $340K
Hutchinson Capital Management 0.07% Reduce -0.4% 1,017 $339K
Exchange Capital Management, Inc. 0.06% No change 1,016 $338K
First United Bank & Trust 0.13% No change 1,013 $337K
SkyOak Wealth, LLC 0.08% Reduce -6.2% 1,012 $337K
Smallwood Wealth Investment Management, LLC 0.26% No change 1,011 $337K
Lynx Investment Advisory 0.25% — 1,010 $336K
Balboa Wealth Partners 0.09% Add +21.1% 1,006 $335K
Castleview Partners, LLC 0.19% Reduce -9.1% 1,006 $335K
Tandem Wealth Advisors LLC 0.18% Reduce -0.9% 1,006 $335K
JB Capital LLC 0.02% Reduce -12.1% 1,006 $335K
American Institute for Advanced Investment Management, LLP 0.26% Add +7.5% 1,005 $335K
UNIVEST FINANCIAL Corp 0.09% Reduce -0.2% 1,005 $335K
Shufro Rose & Co. LLC 0.03% No change 1,005 $335K
NTV Asset Management LLC 0.05% Reduce -0.2% 1,005 $335K
CWS Financial Advisors, LLC 0.13% No change 1,004 $334K
QCM Cayman, Ltd. 3.60% New 1,002 $334K
Ledgewood Wealth Advisors, LLC 0.29% No change 1,000 $333K
Merrion Investment Management Co, LLC 0.23% No change 1,000 $333K
Miller Wealth Advisors, LLC 0.18% No change 1,000 $333K
Shay Capital LLC 0.09% New 1,000 $333K
Private Wealth Partners, LLC 0.03% No change 1,000 $333K
Apexium Financial, LP 0.02% Reduce -7.0% 1,000 $333K
Delta Capital Management LLC 0.20% New 1,000 $333K
Ceeto Capital Group, LLC 0.13% No change 1,000 $333K
Crane Advisory, LLC 0.06% No change 1,014 $333K
Optas, LLC 0.09% Add +6.7% 999 $333K
Hutchens & Kramer Investment Management Group, LLC 0.18% Reduce -4.2% 1,011 $333K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Reduce -2.9% 997 $332K
Childress Capital Advisors, LLC 0.09% Reduce -2.7% 997 $332K
Gsa Capital Partners LLP 0.02% Reduce -15.5% 998 $332K
Purus Wealth Management, LLC 0.15% Reduce -3.3% 995 $331K
Moss Adams Wealth Advisors LLC 0.05% Add +28.7% 992 $330K
Ssi Investment Management LLC 0.13% No change 992 $330K
Commonwealth Financial Services, LLC 0.07% Reduce -9.9% 1,004 $330K
Western Financial Corp 0.20% Reduce -1.7% 991 $330K
FIL Ltd 0.00% Reduce -3.7% 991 $330K
Walleye Capital LLC 0.00% Reduce -85.9% 987 $329K
Planning Alternatives Ltd. 0.05% New 985 $328K
Foster Group, Inc. 0.01% Add +1.3% 984 $328K
Foster Victor Wealth Advisors, LLC 0.03% Add +16.4% 903 $326K
Blueprint Investment Partners LLC 0.07% Reduce -22.0% 976 $325K
Centric Wealth Management 0.09% No change 926 $325K
Annex Advisory Services, LLC 0.01% Reduce -5.9% 971 $323K
Carmel Capital Partners, LLC 0.14% Add +9.1% 969 $323K
Vestia Personal Wealth Advisors 0.34% — 967 $322K
Convergence Financial, LLC 0.08% New 962 $320K
PAX Financial Group, LLC 0.06% Add +16.9% 960 $320K
Whitaker-Myers Wealth Managers, LTD. 0.12% Add +15.5% 959 $319K
Meridian Wealth Advisors, LLC 0.06% Reduce -5.6% 959 $319K
Palogic Value Management, L.P. 0.14% Add +0.4% 958 $319K
Redhawk Wealth Advisors, Inc. 0.05% Add +0.2% 956 $319K
Sivia Capital Partners, LLC 0.21% Add +0.2% 956 $319K
Northstar Advisory Group, LLC 0.18% Add +0.1% 956 $318K
Crestmont Private Wealth LLC 0.15% Add +51.8% 955 $318K
Eubel Brady & Suttman Asset Management Inc. 0.05% Add +34.8% 953 $318K
Aviso Wealth Management 0.19% Add +14.9% 954 $318K
Ascent Group, LLC 0.03% Add +19.3% 953 $317K
Abbot Financial Management, Inc. 0.17% No change 950 $316K
Polymer Capital Management (HK) LTD 0.06% Reduce -61.2% 950 $316K
Moloney Securities Asset Management, LLC 0.05% Reduce -2.5% 945 $315K
Baker Boyer National Bank 0.11% Reduce -47.5% 945 $315K
Keystone Financial Group 0.11% Reduce -1.7% 945 $315K
Horan Capital Advisors, LLC. 0.11% No change 941 $313K
Elgethun Capital Management 0.08% Add +0.2% 940 $313K
Platte River Wealth Advisors, LLC 0.09% Reduce -9.7% 935 $311K
Central Valley Advisors, LLC 0.13% No change 892 $311K
Manchester Financial Inc. 0.08% Add +11.4% 935 $311K
Monterey Private Wealth, Inc. 0.12% No change 934 $311K
Interchange Capital Partners, LLC 0.11% Add +46.5% 933 $311K
Wedgewood Investors Inc. 0.37% — 933 $311K
Kapitalo Investimentos Ltda 0.09% New 933 $311K
Wallace Advisory Group, LLC 0.22% Reduce -0.2% 932 $310K
WealthBridge Capital Management, LLC 0.10% Add +4.6% 932 $310K
Rede Wealth, LLC 0.29% Add +1.3% 930 $310K
Advantage Trust Co 0.22% No change 930 $310K
McIlrath & Eck, LLC 0.05% Add +5.8% 928 $309K
1620 Investment Advisors, Inc. 0.24% No change 927 $309K
Lodestar Private Asset Management LLC 0.04% No change 927 $309K
Castle Rock Wealth Management, LLC 0.08% Reduce -45.5% 937 $308K
Grant/GrossMendelsohn, LLC 0.14% Reduce -1.6% 926 $308K
Citizens & Northern Corp. 0.10% No change 925 $308K
Private Capital Management LLC 0.06% Reduce -0.4% 925 $308K
WealthShield Partners, LLC 0.05% No change 925 $308K
Fiduciary Alliance LLC 0.05% New 939 $308K
Hourglass Capital, LLC 0.09% Reduce -2.1% 922 $307K
Tyler-Stone Wealth Management 0.13% Reduce -1.0% 922 $307K
O'ROURKE & COMPANY, Inc 0.17% Add +0.3% 922 $307K
Van Cleef Asset Management,Inc 0.04% Reduce -1.1% 920 $306K
JTC Employer Solutions Trustee Ltd 0.02% No change 920 $306K
Angeles Wealth Management, LLC 0.03% Add +9.4% 916 $305K
Chico Wealth RIA 0.28% Reduce -5.6% 915 $305K
Signature Resources Capital Management, LLC 0.25% No change 915 $305K
Verus Financial Partners, Inc. 0.04% No change 914 $305K
Ellenbecker Investment Group 0.06% Reduce -5.3% 912 $304K
Chase Investment Counsel Corp. 0.11% No change 914 $304K
Stonebridge Financial Planning Group, LLC 0.15% Add +17.7% 912 $304K
SeaBridge Investment Advisors LLC 0.08% No change 910 $303K
Clare Market Investments LLC 0.08% New 909 $303K
Heritage Financial Services, LLC 0.04% Reduce -0.6% 909 $303K
Pettee Investors, Inc. 0.15% No change 908 $302K
Fi3 FINANCIAL ADVISORS, LLC 0.13% Reduce -0.4% 906 $302K
Security National Bank of Sioux City Iowa 0.22% Reduce -10.0% 904 $301K
Hoey Investments, Inc. 0.06% Add +1.1% 902 $300K
Concorde Asset Management, LLC 0.19% Add +6.1% 902 $300K
American State Bank (Iowa) 0.19% No change 901 $300K
HTG Investment Advisors, Inc. 0.16% Reduce -1.5% 900 $300K
Mullaney, Keating & Wright, Inc. 0.23% — 900 $300K
Cullen Capital Management, LLC 0.00% No change 900 $300K
GW Henssler & Associates Ltd. 0.02% Add +0.7% 897 $299K
Headinvest, LLC 0.06% No change 896 $298K
Shelton Wealth Management, LLC 0.18% Reduce -64.5% 892 $297K
PCA Investment Advisory Services Inc. 0.16% Add +1.7% 891 $297K
WealthPlan Investment Management, LLC 0.04% Reduce -11.5% 890 $297K
CFO4Life Group, LLC 0.06% Reduce -12.1% 890 $297K
Olympiad Research LP 0.22% New 890 $296K
Verity & Verity, LLC 0.03% New 890 $296K
Hamilton Capital, LLC 0.02% Reduce -3.4% 889 $296K
Madison Wealth Partners, Inc 0.10% No change 888 $296K
Edmp, Inc. 0.27% Reduce -50.6% 885 $295K
MJP Associates Inc. 0.06% Reduce -0.5% 883 $294K
Eclectic Associates Inc. 0.13% Add +3.4% 880 $293K
Mayfair Advisory Group, LLC 0.20% Reduce -8.7% 872 $293K
Precision Wealth Strategies, LLC 0.30% Add +48.3% 878 $292K
Aprio Wealth Management, LLC 0.05% Reduce -0.7% 878 $292K
Waterford Advisors, LLC 0.12% No change 877 $292K
True Wealth Design, LLC 0.07% Reduce -2.5% 877 $292K
Adams Wealth Management 0.07% No change 876 $292K
CacheTech Inc. 0.07% — 876 $292K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Reduce -10.3% 876 $292K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.01% No change 876 $292K
WMG Financial Advisors, LLC 0.15% Reduce -19.0% 875 $291K
Northwest Financial Advisors 0.30% Add +2.9% 874 $291K
Per Stirling Capital Management, LLC. 0.05% Reduce -1.7% 871 $290K
D'Orazio & Associates, Inc. 0.04% Add +4.2% 870 $290K
3Chopt Investment Partners, LLC 0.09% New 869 $289K
Foster Dykema Cabot & Partners, LLC 0.03% No change 869 $289K
D.B. Root & Company, LLC 0.10% Add +16.7% 868 $289K
Arax Advisory Partners 0.03% Add +27.8% 868 $289K
Requisite Capital Management, LLC 0.07% Add +0.3% 866 $289K
American Trust 0.02% Reduce -1.6% 866 $288K
Wedge Capital Management L L P 0.01% Reduce -9.3% 866 $288K
USA Financial Formulas 0.05% Reduce -12.4% 864 $288K
Holland Advisory Services, Inc. 0.35% Add +0.1% 862 $287K
Baxter Bros Inc. 0.04% Add +0.1% 861 $287K
S.E.E.D. Planning Group LLC 0.10% Reduce -3.6% 860 $286K
Verum Partners LLC 0.09% No change 857 $286K
Crown Wealth Group, LLC 0.14% Add +2.6% 854 $284K
Main Street Financial Solutions, LLC 0.03% Add +4.8% 852 $284K
Schaper Benz & Wise Investment Counsel Inc. 0.02% Add +14.5% 852 $284K
Financial Council, LLC 0.16% Add +49.1% 850 $283K
Source Financial Advisors LLC 0.09% Add +0.1% 849 $283K
Piedmont Capital Management, LLC 0.19% No change 761 $282K
Jmac Enterprises LLC 0.05% No change 846 $282K
waypoint wealth counsel 0.22% Add +0.2% 845 $281K
Barlow Wealth Partners, LLC 0.04% No change 836 $281K
Blodgett Wealth Advisors, LLC 0.24% Add +0.1% 842 $280K
Sterling Financial Planning, Inc. 0.11% No change 841 $280K
Encompass Wealth Advisors, LLC 0.07% No change 841 $280K
One Charles Private Wealth Services, LLC 0.12% No change 841 $280K
Bridge Advisory, LLC 0.14% Add +1.6% 840 $280K
Middleton & Co. Inc. 0.03% No change 840 $280K
Gemmer Asset Management LLC 0.03% No change 840 $280K
Zions Bancorporation, N.A. 0.02% Reduce -20.5% 839 $279K
Luts & Greenleigh Group, Inc. 0.29% — 839 $279K
Brightwater Advisory LLC 0.22% Add +0.2% 837 $279K
Cook Wealth, LLC 0.15% No change 809 $279K
Fragasso Financial Advisors Inc 0.02% Add +12.8% 836 $278K
Ballew Advisors, Inc 0.18% Add +0.1% 805 $278K
Weil Company, Inc. 0.10% Reduce -42.7% 830 $277K
Spring Capital Management, LLC 0.22% No change 1,120 $276K
United Advisor Group, LLC 0.09% New 825 $275K
Rebalance, LLC 0.02% No change 825 $275K
Fortitude Advisory Group L.L.C. 0.16% Reduce -13.2% 823 $274K
Walkner Condon Financial Advisors LLC 0.06% Reduce -8.3% 823 $274K
Alpine Woods Capital Investors, LLC 0.04% No change 821 $273K
Orion Capital Management LLC 0.14% No change 820 $273K
Wealth Dimensions Group, Ltd. 0.08% Reduce -7.9% 819 $273K
SYM FINANCIAL Corp 0.04% Reduce -1.3% 818 $272K
Sand Hill Global Advisors, LLC 0.01% Add +25.4% 816 $272K
Sageworth Trust Co 0.02% Add +14.7% 814 $271K
CAP Partners, LLC 0.22% Reduce -0.4% 810 $270K
Wescott Financial Advisory Group, LLC 0.03% Add +1.1% 809 $269K
Ifrah Financial Services, Inc. 0.08% Reduce -8.7% 809 $269K
SMART Wealth LLC 0.11% Add +8.6% 806 $268K
Cambridge Financial Group, LLC 0.12% No change 801 $267K
Axim Planning & Wealth 0.32% No change 800 $266K
Pekin Hardy Strauss, Inc. 0.04% Add +0.1% 799 $266K
Symphony Financial Services, Inc. 0.23% — 316 $266K
Sightline Wealth Advisors, LLC 0.17% New 797 $265K
Cheviot Value Management, LLC 0.05% No change 793 $264K
First PREMIER Bank 0.07% Reduce -0.6% 790 $263K
Bouchey Financial Group, Ltd. 0.03% No change 791 $263K
Disciplined Investments, LLC 0.14% Add +1.2% 788 $262K
Southland Equity Partners LLC 0.07% Add +0.3% 786 $262K
McDonald Partners LLC 0.07% Reduce -0.3% 783 $261K
Capital Analysts, LLC 0.01% Add +17.5% 784 $261K
Avalon Trust Co 0.02% No change 780 $260K
Mirador Capital Partners LP 0.05% Reduce -11.3% 779 $259K
Lokken Investment Group LLC 0.12% Add +22.3% 779 $259K
Koss-Olinger Consulting, LLC 0.02% New 778 $259K
Jag Capital Management, LLC 0.04% Add +0.3% 774 $258K
China Universal Asset Management Co., Ltd. 0.04% New 773 $257K
Cutter & CO Brokerage, Inc. 0.06% No change 772 $257K
Parisi Gray Wealth Management 0.09% No change 771 $257K
Fort, L.P. 0.65% Add +34.4% 762 $254K
Holistic Financial Partners 0.13% Reduce -2.4% 761 $254K
Broadleaf Partners, LLC 0.06% No change 760 $253K
Sabal Trust CO 0.02% Add +1.1% 760 $253K
Basepoint Wealth LLC 0.20% Reduce -38.9% 759 $253K
Kingfisher Capital LLC 0.06% No change 756 $252K
Pegasus Partners Ltd. 0.03% Add +36.5% 756 $252K
Apella Capital, LLC 0.01% Add +27.4% 771 $252K
Cerro Pacific Wealth Advisors LLC 0.10% — 755 $251K
Barton Investment Management 0.03% No change 753 $251K
General Partner, Inc. 0.16% No change 752 $250K
Arcus Capital Partners, LLC 0.10% Add +0.3% 752 $250K
Octavia Wealth Advisors, LLC 0.03% Reduce -11.5% 751 $250K
Pingora Partners LLC 0.18% No change 750 $250K
Millennium Capital Advisors, LLC 0.17% No change 750 $250K
Elk River Wealth Management LLC 0.05% Reduce -25.0% 750 $250K
Westside Investment Management, Inc. 0.06% No change 749 $250K
Brady Family Wealth, LLC 0.08% Reduce -5.7% 749 $249K
Hurlow Wealth Management Group, Inc. 0.09% No change 747 $249K
Morton Community Bank 0.07% Reduce -53.2% 747 $249K
Ewa, LLC 0.10% Reduce -8.3% 722 $249K
Alerus Financial NA 0.02% No change 746 $248K
Magnolia Capital Advisors LLC 0.14% New 745 $248K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.05% No change 745 $248K
Dorsey Wright & Associates 0.06% Reduce -20.0% 746 $248K
Leibman Financial Services, Inc. 0.18% No change 744 $248K
HF Advisory Group, LLC 0.13% Reduce -0.9% 743 $248K
Financial Engines Advisors L.L.C. 0.00% Reduce -2.9% 743 $247K
Financial Enhancement Group LLC 0.04% Add +2.9% 746 $247K
Colonial River Investments, LLC 0.13% Add +0.8% 740 $246K
Sterling Investment Counsel, LLC 0.10% No change 739 $246K
Optivise Advisory Services LLC 0.13% — 739 $246K
Physician Wealth Advisors, Inc. 0.05% No change 680 $245K
Intrepid Capital Management Inc. 0.16% No change 733 $244K
Websterrogers Financial Advisors, LLC 0.09% No change 730 $243K
Cascade Financial Partners, LLC 0.03% No change 730 $243K
49 Wealth Management, LLC 0.05% New 738 $243K
Independent Solutions Wealth Management, LLC 0.06% No change 727 $242K
Calydon Capital 0.04% Reduce -1.1% 727 $242K
Ethos Financial Group, LLC 0.04% Reduce -1.1% 727 $242K
First International Bank & Trust 0.08% No change 725 $241K
Legacy Edge Advisors, LLC 0.04% Add +11.0% 725 $241K
Key Client Fiduciary Advisors, LLC 0.12% Add +5.4% 724 $241K
Trust Co of Kansas 0.13% Add +3.4% 725 $241K
Paces Ferry Wealth Advisors, LLC 0.15% Reduce -0.6% 723 $241K
Tilia Fiduciary Partners, Inc. 0.19% Reduce -0.1% 721 $240K
State of Wyoming 0.04% Reduce -5.5% 716 $239K
Werba Rubin Papier Wealth Management 0.07% Add +19.8% 715 $238K
Ulland Investment Advisors, LLC 0.18% No change 715 $238K
Kendall Capital Management 0.08% No change 714 $238K
Roberts Glore & Co. Inc. 0.07% No change 714 $238K
McLean Asset Management Corp 0.08% Add +3.6% 723 $237K
Dover Advisors, LLC 0.15% Add +2.1% 712 $237K
Drake & Associates, LLC 0.08% Reduce -20.2% 710 $237K
Brass Tax Wealth Management, Inc. 0.05% New 710 $237K
Core Wealth Partners LLC 0.16% Add +16.4% 709 $236K
Bank of Stockton 0.07% New 708 $236K
Legacy Financial Group LLC 0.05% No change 707 $236K
Geneva Partners, LLC 0.10% Reduce -95.3% 706 $235K
Orgel Wealth Management, LLC 0.01% No change 706 $235K
JARISLOWSKY, FRASER Ltd 0.00% Reduce -34.2% 705 $235K
Angeles Investment Advisors, LLC 0.01% Reduce -37.7% 703 $234K
Lynch & Associates 0.05% No change 702 $234K
Global Financial Private Client, LLC 0.10% No change 701 $234K
Meritas Wealth Management, LLC 0.16% No change 700 $233K
Stone Run Capital, LLC 0.09% No change 700 $233K
Fractal Investments LLC 0.04% No change 700 $233K
Northside Capital Management, LLC 0.04% No change 700 $233K
Knollwood Investment Advisory, LLC 0.03% New 700 $233K
Keebeck Wealth Management 0.03% No change 698 $233K
Trilogy Capital Inc. 0.01% New 698 $232K
Adero Partners, LLC 0.02% New 696 $232K
Chatham Capital Group, Inc. 0.04% No change 696 $232K
Black Diamond Financial, LLC 0.04% New 692 $231K
Bright Financial Advisors, Inc. 0.16% No change 692 $230K
James J. Burns & Company, LLC 0.05% New 690 $230K
Claret Asset Management Corp 0.04% Add +6.0% 691 $230K
Certified Advisory Corp 0.03% Reduce -22.5% 689 $229K
Marotta Asset Management 0.05% New 697 $229K
Invst, LLC 0.03% New 696 $229K
Ables, Iannone, Moore & Associates, Inc. 0.15% Add +4.1% 687 $229K
Balentine LLC 0.01% Reduce -89.3% 686 $229K
Granite FO LLC 0.15% No change 685 $228K
Pioneer Trust Bank N A 0.06% New 683 $228K
First Bank & Trust 0.05% Reduce -4.8% 682 $227K
KWB Wealth 0.03% No change 620 $227K
Swisher Financial Concepts, Inc. 0.23% No change 693 $227K
Revolve Wealth Partners, LLC 0.04% Add +0.3% 680 $227K
Pacific Center for Financial Services 0.06% Add +0.4% 678 $226K
Valtinson Bruner Financial Planning LLC 0.09% Add +1.4% 677 $225K
KOM Wealth Management Group, LLC 0.21% Add +0.1% 672 $224K
First Hawaiian Bank 0.01% Reduce -36.8% 672 $224K
Opinicus Capital, Inc. 0.19% Reduce -1.5% 671 $224K
McAdam, LLC 0.01% Add +5.8% 670 $223K
Integral Investment Advisors, Inc. 0.08% Add +0.6% 680 $223K
Versant Capital Management, Inc 0.06% Add +39.4% 669 $223K
St. Louis Trust Co 0.03% No change 668 $223K
First Business Financial Services, Inc. 0.02% Add +0.6% 667 $222K
MKT Advisors LLC 0.11% Add +0.1% 681 $222K
LongView Wealth Management 0.08% Reduce -9.7% 664 $221K
Aveo Capital Partners, LLC 0.03% Reduce -22.5% 664 $221K
Red Mountain Financial, LLC 0.27% — 661 $220K
Vigilare Wealth Management 0.10% Add +1.7% 661 $220K
Brandywine Oak Private Wealth LLC 0.02% No change 660 $220K
Global Assets Advisory, LLC 0.35% Add +1000.0% 660 $220K
Planned Solutions, Inc. 0.11% No change 659 $220K
Towerpoint Wealth, LLC 0.11% Add +8.2% 658 $219K
Klingman & Associates, LLC 0.01% Add +1.5% 658 $219K
Coordinated Financial Services, Inc. 0.19% No change 657 $219K
Aldebaran Financial Inc. 0.29% Add +14.3% 657 $219K
Dechtman Wealth Management, LLC 0.05% Add +0.3% 657 $219K
Phillips Wealth Planners LLC 0.23% Add +9.9% 666 $219K
OMC Financial Services LTD 0.10% No change 655 $218K
Altfest L J & Co. Inc. 0.03% Add +3.8% 654 $218K
Delta Financial Advisors LLC 0.08% No change 653 $218K
Aviance Capital Partners, LLC 0.03% New 652 $217K
Glass Jacobson Investment Advisors llc 0.08% No change 651 $217K
Capital Market Strategies LLC 0.14% New 650 $217K
Joseph P. Lucia & Associates, LLC 0.11% No change 650 $217K
Barnes Pettey Financial Advisors, LLC 0.19% No change 650 $217K
Pinnacle Bancorp, Inc. 0.06% No change 649 $216K
Godsey & Gibb, Inc. 0.02% Add +10.2% 649 $216K
GEM Asset Management, LLC 0.13% No change 648 $216K
RW Investment Management LLC 0.03% Reduce -0.9% 648 $216K
New Jersey Better Educational Savings Trust 0.43% Reduce -53.8% 647 $216K
Arbor Investment Advisors, LLC 0.03% No change 645 $215K
Foguth Wealth Management, LLC. 0.09% Add +16.9% 645 $215K
Steele Capital Management, Inc. 0.01% Add +0.9% 643 $214K
JSF Financial, LLC 0.07% Reduce -2.7% 641 $214K
AJOVista, LLC 0.62% No change 641 $214K
Facet Wealth, Inc. 0.01% Add +5.6% 624 $213K
Kolinsky Wealth Management, LLC 0.15% Add +14.1% 640 $213K
Eagle Capital Management, LLC 0.09% Reduce -5.9% 639 $213K
Clay Northam Wealth Management, LLC 0.16% No change 639 $213K
Semus Wealth Partners LLC 0.16% Add +1.9% 639 $213K
Talisman Wealth Advisors LLC 0.25% Add +10.6% 638 $213K
ORBA Wealth Advisors, L.L.C. 0.11% Add +1.6% 638 $213K
Planning Directions Inc. 0.14% Add +0.3% 637 $212K
Chemistry Wealth Management LLC 0.05% New 635 $212K
Inspirion Wealth Advisors, LLC 0.03% Add +12.7% 631 $210K
Bush Investment Group, LLC 0.18% No change 630 $210K
Peddock Capital Advisors, LLC 0.05% Reduce -16.6% 630 $210K
Gries Financial LLC 0.04% Reduce -71.8% 630 $210K
Financial Network Wealth Advisors LLC 0.16% Reduce -1.9% 630 $210K
Buffington Mohr McNeal 0.04% No change 625 $208K
Destination Wealth Management 0.01% Reduce -6.2% 622 $207K
HBW Advisory Services LLC 0.03% Reduce -29.8% 621 $207K
Doheny Asset Management 0.15% Add +11.7% 621 $207K
Lazard Freres Gestion S.A.S. 0.00% No change 630 $206K
Bourne Lent Asset Management Inc. 0.08% No change 618 $206K
Red Wave Investments LLC 0.08% Add +0.3% 616 $205K
Sage Investment Advisers LLC 0.23% Add +0.3% 615 $205K
Salomon & Ludwin, LLC 0.02% Reduce -42.0% 612 $204K
Patron Partners, LLC 0.12% No change 612 $204K
Collective Family Office LLC 0.06% Reduce -27.3% 611 $204K
Capital Counsel LLC 0.01% No change 611 $204K
Altus Wealth Group LLC 0.10% New 607 $202K
Tolleson Wealth Management, Inc. 0.04% Reduce -72.5% 606 $202K
Unison Asset Management LLC 0.10% No change 606 $202K
Hilltop Partners LLC 0.07% No change 605 $202K
Baltimore-Washington Financial Advisors, Inc. 0.01% New 604 $201K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% New 603 $201K
FSM Wealth Advisors, LLC 0.07% Add +2.9% 602 $201K
Amplius Wealth Advisors, LLC 0.02% Add +6.8% 601 $200K
Transcendent Capital Group LLC 0.11% Reduce -39.8% 595 $198K
Piscataqua Savings Bank 0.17% No change 586 $195K
Beaird Harris Wealth Management, LLC 0.02% No change 583 $194K
Northwest Bank & Trust Co 0.15% No change 557 $186K
Princeton Global Asset Management LLC 0.04% No change 555 $185K
Stephens Consulting, LLC 0.05% No change 551 $183K
Cassady Schiller Wealth Management, LLC 0.07% No change 548 $183K
Main Street Group, LTD 0.08% Reduce -9.8% 546 $179K
Coppell Advisory Solutions LLC 0.03% — 529 $176K
Tsfg, LLC 0.04% Reduce -6.7% 529 $176K
Strengthening Families & Communities, LLC 0.05% New 520 $173K
Frazier Financial Advisors, LLC 0.13% Add +2.8% 509 $170K
First Personal Financial Services 0.04% Reduce -4.7% 508 $169K
Ameliora Wealth Management Ltd. 0.08% No change 500 $167K
M&R Capital Management Inc. 0.04% No change 500 $167K
Dakota Community Bank & Trust NA 0.88% Reduce -3.9% 493 $164K
PrairieView Partners, LLC 0.02% Add +55.0% 493 $164K
Riverview Trust Co 0.15% No change 485 $162K
Eagle Bay Advisors LLC 0.10% Reduce -33.1% 484 $161K
Kelly Lawrence W & Associates Inc. 0.04% Add +506.3% 479 $160K
C M Bidwell & Associates Ltd. 0.10% No change 468 $156K
BOK Financial Private Wealth, Inc. 0.01% No change 468 $156K
EntryPoint Capital, LLC 0.07% New 462 $154K
Front Row Advisors LLC 0.05% No change 451 $150K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -61.8% 457 $150K
West Branch Capital LLC 0.06% No change 450 $150K
AllSquare Wealth Management LLC 0.09% No change 448 $149K
Cherry Tree Wealth Management, LLC 0.04% No change 445 $148K
Cape Investment Advisory, Inc. 0.07% No change 443 $148K
Caption Management, LLC 0.02% New 440 $147K
Optiver Holding B.V. 0.00% Reduce -33.8% 434 $145K
Briaud Financial Planning Inc 0.08% No change 433 $144K
Rowlandmiller & Partners.adv 0.03% No change 431 $144K
Financial Management Professionals, Inc. 0.02% No change 428 $143K
Bank of New Hampshire 0.04% No change 428 $143K
Ossiam 0.00% New 428 $143K
Tradewinds Capital Management, LLC 0.04% Add +0.7% 427 $142K
Nordwand Advisors, LLC 0.06% No change 420 $140K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% No change 420 $140K
Financial Freedom, LLC 0.08% No change 415 $138K
Birchbrook, Inc. 0.08% No change 400 $133K
Ruedi Wealth Management, Inc. 0.05% Add +5.9% 395 $132K
Trust Co 0.02% No change 391 $130K
Globeflex Capital L P 0.01% No change 386 $129K
Motco 0.01% No change 382 $127K
Covestor Ltd 0.08% Reduce -8.4% 370 $124K
Bruce G. Allen Investments, LLC 0.10% Add +3.3% 372 $124K
Bell Investment Advisors, Inc 0.02% Reduce -1.6% 368 $123K
First Pacific Financial 0.03% Add +139.5% 364 $121K
Valued Wealth Advisors LLC 0.08% Add +158.3% 359 $120K
Cetera Trust Company, N.A 0.08% No change 359 $120K
Delos Wealth Advisors, LLC 0.11% No change 356 $119K
Duncker Streett & Co. Inc. 0.02% Reduce -11.9% 355 $118K
HighMark Wealth Management LLC 0.07% No change 352 $117K
Center for Financial Planning, Inc. 0.02% No change 350 $117K
Arlington Trust Co LLC 0.03% Add +815.8% 348 $116K
Bear Mountain Capital, Inc. 0.05% No change 345 $116K
Strategic Investment Solutions, Inc. 0.04% — 329 $114K
Centerpoint Advisors, LLC 0.04% No change 340 $113K
Oliver Lagore Vanvalin Investment Group 0.03% Reduce -1.5% 334 $111K
Coston, McIsaac & Partners 0.03% Add +6.8% 331 $110K
Carolinas Wealth Consulting LLC 0.02% Reduce -0.3% 322 $107K
Atticus Wealth Management, LLC 0.03% Add +2.9% 316 $105K
Morton Brown Family Wealth, LLC 0.04% No change 290 $103K
Janiczek Wealth Management, LLC 0.02% Reduce -9.6% 302 $101K
SWS Partners 0.03% New 294 $98K
Avion Wealth 0.03% Add +3.3% 283 $94K
Pathway Financial Advisers, LLC 0.03% Add +1.1% 283 $94K
Bfsg, LLC 0.01% Reduce -59.3% 275 $92K
Meeder Asset Management Inc. 0.01% Reduce -75.5% 270 $90K
Bay Harbor Wealth Management, LLC 0.03% No change 262 $87K
Centennial Bank 0.04% Add +99.2% 261 $87K
Horizons Wealth Management 0.07% Add +18.5% 250 $87K
Hobbs Group Advisors, LLC 0.03% — 259 $86K
Providence Capital Advisors, LLC 0.02% Add +5.3% 258 $86K
Kiely Wealth Advisory Group, Inc. 0.05% No change 250 $84K
St. Johns Investment Management Company, LLC 0.04% No change 250 $83K
GoalVest Advisory LLC 0.03% Reduce -15.5% 250 $83K
JNBA Financial Advisors 0.01% No change 246 $82K
Clean Yield Group 0.03% No change 245 $82K
West Paces Advisors Inc. 0.02% Reduce -2.0% 244 $81K
Kings Path Partners LLC 0.04% — 237 $79K
Barrett & Company, Inc. 0.03% Reduce -18.1% 231 $77K
Pin Oak Investment Advisors Inc. 0.07% No change 232 $77K
Creative Capital Management Investments LLC 0.04% No change 228 $76K
Horrell Capital Management, Inc. 0.02% No change 226 $75K
GW&K Investment Management, LLC 0.00% Add +18.5% 224 $75K
Bray Capital Advisors 0.02% No change 223 $74K
Moser Wealth Advisors, LLC 0.04% No change 220 $73K
Founders Capital Management 0.05% No change 219 $73K
Canton Hathaway, LLC 0.02% No change 217 $72K
Abich Financial Wealth Management LLC 0.05% Add +21.5% 215 $72K
Cornerstone Planning Group LLC 0.02% Reduce -7.4% 225 $71K
Atlantic Private Wealth, LLC 0.06% No change 211 $70K
Tacita Capital Inc 0.05% Add +19.4% 209 $70K
Sachetta, LLC 0.03% Add +22.1% 199 $68K
Broadwater Capital Management LLC 0.05% No change 200 $67K
Chelsea Counsel Co. 0.03% No change 200 $67K
Your Advocates Ltd., LLP 0.03% No change 200 $67K
Morgan Dempsey Capital Management LLC 0.02% No change 200 $67K
Estabrook Capital Management 0.01% No change 200 $67K
1832 Asset Management L.P. 0.00% No change 200 $67K
Marshall Wace, LLP 0.00% New 200 $67K
A.P. Gilfoyle & Co., L.P. 2.86% No change 200 $66K
Capital Advisors, Ltd. LLC 0.01% Add +8.9% 195 $65K
America First Investment Advisors, LLC 0.02% No change 192 $64K
Wolff Wiese Magana LLC 0.05% Add +2.1% 191 $64K
New England Capital Financial Advisors LLC 0.04% No change 189 $63K
VitalStone Financial, LLC 0.04% Add +0.6% 183 $61K
HBC Financial Services, PLLC 0.04% Add +0.6% 168 $57K
Atlantic Edge Private Wealth Management, LLC 0.02% Add +0.6% 170 $56K
Rakuten Securities, Inc. 0.02% Reduce -39.7% 167 $56K
REAP Financial Group, LLC 0.01% Reduce -9.8% 165 $55K
WFA Asset Management Corp 0.03% No change 164 $55K
Global Wealth Strategies & Associates 0.02% No change 164 $55K
HWG Holdings LP 0.02% — 163 $54K
Atlas Capital Advisors Inc. 0.01% Reduce -51.1% 162 $54K
Virtus Investment Advisers, LLC 0.05% Reduce -34.2% 160 $53K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +2.6% 159 $53K
Compass Wealth Management LLC 0.01% Reduce -3.6% 159 $53K
Private Wealth Management Group, LLC 0.02% Reduce -6.5% 158 $53K
Abound Wealth Management 0.02% Reduce -4.8% 157 $52K
Unique Wealth Strategies, LLC 0.02% New 140 $51K
Spectrum Wealth Counsel, LLC 0.01% No change 148 $49K
Rational Advisors, Inc. 0.00% Reduce -4.5% 148 $49K
Private Ocean, LLC 0.00% Reduce -22.1% 148 $49K
Triad Wealth Partners, LLC 0.03% New 147 $49K
Silicon Valley Capital Partners 0.01% Reduce -0.7% 142 $47K
DiNuzzo Private Wealth, Inc. 0.01% Add +3.6% 142 $47K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 136 $45K
Syntax Research, Inc. 0.04% No change 135 $45K
Riggs Asset Managment Co. Inc. 0.01% Add +1.5% 134 $45K
Fortitude Family Office, LLC 0.03% No change 133 $44K
Mark Sheptoff Financial Planning, LLC 0.02% No change 132 $44K
Iron Horse Wealth Management, LLC 0.02% Add +4.0% 131 $44K
Redmont Wealth Advisors LLC 0.07% No change 129 $43K
Family Firm, Inc. 0.01% New 126 $42K
CGC Financial Services, LLC 0.02% No change 126 $42K
TruNorth Capital Management, LLC 0.01% Add +215.4% 123 $41K
Pineridge Advisors LLC 0.01% Add +3.5% 120 $40K
Dunhill Financial, LLC 0.02% Add +9.5% 115 $38K
POM Investment Strategies, LLC 0.03% Add +2160.0% 113 $38K
Park Place Capital Corp 0.01% Add +1.8% 113 $38K
Cedar Mountain Advisors, LLC 0.01% No change 110 $37K
Fairscale Capital, LLC 0.03% — 99 $36K
Bellevue Asset Management, LLC 0.02% No change 106 $35K
SOA Wealth Advisors, LLC. 0.01% Reduce -2.8% 106 $35K
West Financial Advisors, LLC 0.01% No change 103 $34K
Quarry LP 0.01% Reduce -33.5% 103 $34K
Elevation Wealth Partners, LLC 0.02% Reduce -22.7% 102 $34K
Northwest Capital Management Inc 0.01% No change 101 $34K
Twin Lakes Capital Management, LLC 0.02% No change 100 $33K
TCTC Holdings, LLC 0.00% No change 100 $33K
DB Fitzpatrick & Co, Inc 0.03% No change 88 $29K
Partnership Wealth Management, LLC 0.02% No change 88 $29K
Financial Connections Group, Inc. 0.01% New 87 $28K
BBJS Financial Advisors, LLC 0.01% New 83 $28K
Evergreen Private Wealth LLC 0.01% No change 80 $27K
Strategic Financial Concepts, LLC 0.02% Add +28321.3% 200,654 $26K
Lowe Wealth Advisors, LLC 0.01% No change 76 $25K
Aspect Partners, LLC 0.01% Reduce -11.8% 75 $25K
Mascoma Wealth Management LLC 0.01% Reduce -51.6% 75 $25K
Thompson Investment Management, Inc. 0.00% No change 75 $25K
Annapolis Financial Services, LLC 0.01% No change 74 $25K
SWAN Capital LLC 0.01% New 73 $24K
Belmont Capital, LLC 0.00% No change 70 $23K
Kimelman & Baird, LLC 0.00% — 70 $23K
TD Capital Management LLC 0.00% Add +1.5% 67 $22K
AlphaMark Advisors, LLC 0.01% No change 65 $22K
IAG Wealth Partners, LLC 0.00% Add +30.0% 65 $22K
Manitou Investment Management Ltd. 0.00% No change 65 $22K
Grayhawk Investment Strategies Inc. 0.09% No change 61 $20K
Elequin Capital, LP 0.01% New 55 $18K
Kathleen S. Wright Associates Inc. 0.01% No change 54 $18K
Raffa Wealth Management, LLC 0.00% No change 52 $17K
Trivant Custom Portfolio Group, LLC 0.01% New 50 $17K
Financial Avengers, Inc. 0.01% New 50 $17K
Fairway Wealth LLC 0.01% New 48 $16K
Pacific Capital Wealth Advisors, Inc. 0.00% Add +557.1% 46 $15K
Burkett Financial Services, LLC 0.01% No change 40 $13K
Game Plan Financial Advisors, LLC 0.01% No change 40 $13K
Custom Portfolio Group LLC 0.01% No change 39 $13K
Macroview Investment Management LLC 0.01% No change 39 $13K
Kelly Financial Services LLC 0.00% No change 39 $13K
TFC Financial Management, Inc. 0.00% Add +11.8% 38 $13K
Lam Group, Inc. 0.01% Add +23.3% 37 $12K
Financial Gravity Asset Management, Inc. 0.00% No change 37 $12K
Fortis Group Advisors, LLC 0.00% No change 37 $12K
Investment Research & Advisory Group, Inc. 0.01% Add +250.0% 35 $12K
Highline Wealth Partners LLC 0.00% Add +337.5% 35 $12K
Stone House Investment Management, LLC 0.00% Add +210.0% 31 $10K
Breakwater Investment Management 0.00% No change 30 $10K
LGT Financial Advisors LLC 0.02% New 28 $9K
Chesapeake Asset Management LLC 0.01% No change 28 $9K
Anfield Capital Management, LLC 0.00% New 26 $9K
DecisionPoint Financial, LLC 0.00% No change 25 $9K
Clear Point Advisors Inc. 0.01% Add +4.0% 26 $9K
Winch Advisory Services, LLC 0.00% No change 25 $8K
Camelot Portfolios, LLC 0.00% New 25 $8K
Icon Advisers Inc. 0.00% New 25 $8K
Albion Financial Group 0.00% No change 23 $8K
Davidson Capital Management Inc. 0.00% Reduce -8.7% 21 $7K
New Millennium Group LLC 0.00% New 20 $7K
Hershey Financial Advisers, LLC 0.01% — 18 $6K
Red Tortoise LLC 0.00% No change 17 $6K
Criterion Capital Advisors, LLC 0.00% No change 15 $5K
JDM Financial Group LLC 0.00% No change 14 $5K
Blume Capital Management, Inc. 0.00% No change 13 $4K
PayPay Securities Corp 0.31% Reduce -8.3% 11 $4K
Voisard Asset Management Group, Inc. 0.00% No change 9 $3K
Wetzel Investment Advisors, Inc. 0.00% No change 8 $3K
Semmax Financial Advisors Inc. 0.00% No change 7 $2K
Kessler Investment Group, LLC 0.00% Reduce -99.5% 7 $2K
Westend Capital Management, LLC 0.00% Reduce -57.1% 6 $2K
American Capital Advisory, LLC 0.00% New 6 $2K
WealthCollab, LLC 0.00% No change 4 $1K
Sanctuary Wealth Management, L.L.C. 0.00% No change 4 $1K
Investors Research Corp 0.00% No change 3 $999
Innealta Capital, LLC 0.00% New 2 $666
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 1 $334
McClarren Financial Advisors, Inc. 0.00% Add +117.7% 666 $79

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