CaterpillarCAT

13F holders, Q3 2024 (September 30)
2,835holders +126
206new positions
90sold out
14famous investors
$390.84avg. 13F price*

At the end of Q3 2024, 2,835 institutions reported holding Caterpillar Inc. (CAT) in their 13F filings, up 126 from Q2 2024. 206 opened new positions and 90 sold out. The largest holders were Vanguard Group Inc. ($18.2B), State Street Corp. ($14.2B) and BlackRock, Inc. ($13.8B). 14 famous investors held it, including Bill Gates / Michael Larson (6.4% of Gates Foundation Trust's portfolio), Ken Fisher (1.4% of Fisher Asset Management's portfolio) and Tom Gayner (1.1% of Markel Group's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions206$419.3M
Exits90$332.9M

All 13F filers, Q2 2024 → Q3 2024: 12,354,855 shares bought and 13,443,156 shares sold, net −1,088,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,835 holders

Vanguard Group Inc. 0.33% Add +0.1% 46,525,174 $18.2B
State Street Corp. 0.58% Reduce -0.6% 36,384,598 $14.2B
BlackRock, Inc. 0.29% — 35,411,116 $13.8B
State Farm Mutual Automobile Insurance Co. 6.02% No change 17,734,370 $6.9B
Capital World Investors 1.06% Reduce -9.3% 17,486,258 $6.8B
Geode Capital Management, LLC 0.32% Add +0.7% 10,213,455 $4.0B
Fisher Asset Management 1.43% Add +2.3% 8,952,632 $3.5B
Morgan Stanley 0.22% Add +4.5% 7,605,522 $3.0B
Gates Foundation Trust 6.38% No change 7,353,614 $2.9B
Northern Trust Corp. 0.39% Reduce -3.8% 6,122,853 $2.4B
Norges Bank 0.33% Add +3.4% 6,118,855 $2.4B
Bank of America Corp. 0.20% Add +25.0% 5,965,646 $2.3B
FMR LLC 0.12% Reduce -9.1% 4,853,946 $1.9B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.36% Add +1.8% 3,627,513 $1.4B
Bank of New York Mellon Corp 0.24% Reduce -4.2% 3,283,295 $1.3B
Charles Schwab Investment Management Inc. 0.24% Add +0.3% 3,227,378 $1.3B
Dimensional Fund Advisors LP 0.29% Add +0.9% 3,098,956 $1.2B
Invesco Ltd. 0.23% Reduce -6.6% 2,982,191 $1.2B
Goldman Sachs Group Inc. 0.22% Reduce -17.6% 2,916,775 $1.1B
JPMorgan Chase & Co. 0.09% Add +29.1% 2,812,854 $1.1B
Legal & General Group Plc 0.28% Reduce -9.6% 2,723,383 $1.1B
Citigroup Inc. 0.96% Add +254.1% 2,645,989 $1.0B
Nuveen Asset Management, LLC 0.26% Add +1.7% 2,349,615 $919.0M
Ameriprise Financial Inc. 0.21% Add +0.4% 2,117,763 $828.4M
Royal Bank of Canada 0.18% Add +14.3% 2,016,529 $788.7M
Barclays PLC 0.32% Add +27.6% 1,873,576 $732.8M
UBS Group AG 0.20% Reduce -1.7% 1,859,081 $727.1M
Amundi 0.26% Reduce -15.0% 1,847,196 $716.7M
Wells Fargo & Company 0.17% Reduce -4.2% 1,831,422 $716.3M
Capital Research Global Investors 0.14% Reduce -0.2% 1,727,193 $675.5M
Deutsche Bank AG 0.27% Add +13.6% 1,715,852 $671.1M
Primecap Management Co. 0.43% Reduce -8.5% 1,485,456 $581.0M
Capital Wealth Planning, LLC 5.41% Add +7.4% 1,483,519 $580.2M
Swiss National Bank 0.37% Reduce -1.8% 1,451,600 $567.7M
Sumitomo Mitsui Trust Group, Inc. 0.39% Reduce -0.5% 1,423,978 $556.9M
D. E. Shaw & Co. 0.75% Add +67.7% 1,358,727 $531.4M
Diamond Hill Capital Management, LLC (Investment Advisor) 2.14% Add +2.3% 1,349,608 $527.9M
Neuberger Berman Group LLC 0.33% Add +112.2% 1,072,369 $419.4M
T. Rowe Price Associates Inc. 0.05% Reduce -0.6% 1,026,098 $401.3M
National Pension Service 0.39% Add +13.1% 1,022,097 $399.8M
HSBC Holdings PLC 0.25% Reduce -21.6% 1,020,310 $399.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.42% Add +6.8% 998,683 $390.6M
California Public Employees Retirement System 0.25% Reduce -1.0% 927,931 $362.9M
Bank of Montreal 0.17% Add +2.8% 900,971 $352.4M
LPL Financial LLC 0.15% Add +5.2% 879,638 $344.0M
Rhumbline Advisers 0.31% Add +0.5% 865,561 $338.5M
California State Teachers Retirement System 0.36% Reduce -2.0% 788,056 $308.2M
Caisse de depot et placement du Quebec 0.61% Add +34.4% 782,133 $305.9M
Voya Investment Management LLC 0.36% Add +174.4% 761,690 $297.9M
Principal Financial Group Inc. 0.16% Add +0.7% 729,654 $285.4M
Bank Julius Baer & Co. Ltd, Zurich 0.93% Reduce -2.9% 621,982 $277.7M
Corient Private Wealth LP 0.44% Reduce -1.5% 706,308 $276.3M
ProShare Advisors LLC 0.66% Add +3.9% 688,094 $269.1M
Stifel Financial Corp. 0.27% Reduce -0.8% 665,638 $260.4M
Victory Capital Management Inc. 0.25% Add +3.8% 650,481 $254.4M
Schroder Investment Management Group 0.25% Reduce -5.8% 627,347 $245.3M
Nordea Investment Management AB 0.28% Reduce -43.9% 625,538 $244.9M
BNP Paribas Financial Markets 0.24% Add +3.9% 613,029 $239.8M
Raymond James & Associates 0.15% Add +1.0% 608,753 $238.1M
New York State Common Retirement Fund 0.32% Reduce -7.3% 607,246 $237.5M
Bank of Nova Scotia 0.46% Add +22.7% 584,378 $228.6M
Capital International Investors 0.04% Add +0.1% 562,424 $220.0M
US Bancorp \de 0.28% Reduce -7.0% 559,041 $218.7M
Alliancebernstein L.P. 0.07% Add +1.8% 543,003 $212.4M
Envestnet Asset Management Inc. 0.07% Reduce -4.6% 521,985 $204.2M
Korea Investment CORP 0.48% Add +42.2% 520,480 $203.6M
Fifth Third Bancorp 0.73% Add +1.1% 518,214 $202.7M
American Century Companies Inc. 0.12% Add +2.4% 517,000 $202.2M
HighTower Advisors, LLC 0.29% Add +5.7% 503,020 $196.8M
Thrivent Financial for Lutherans 0.36% Reduce -2.5% 481,400 $188.3M
New York State Teachers Retirement System 0.38% Reduce -3.9% 474,041 $185.4M
State Board of Administration of Florida Retirement System 0.35% Reduce -3.1% 469,326 $183.6M
Brandywine Global Investment Management, LLC 1.22% Add +18.1% 458,263 $180.5M
Zacks Investment Management 1.52% Add +2.1% 449,078 $175.6M
Franklin Resources Inc. 0.05% Add +14.3% 443,315 $174.6M
Commonwealth Equity Services, LLC 0.26% Reduce -1.2% 435,573 $170.4M
Mitsubishi UFJ Trust & Banking Corp 0.39% Reduce -8.4% 435,214 $170.2M
Manufacturers Life Insurance Company, The 0.15% Reduce -8.7% 423,457 $165.6M
Menora Mivtachim Holdings LTD. 1.02% New 414,000 $161.9M
PNC Financial Services Group, Inc. 0.10% Add +1.8% 413,719 $161.8M
Baird Financial Group, Inc. 0.30% Add +0.2% 401,181 $156.9M
Bessemer Group Inc. 0.25% Add +56.3% 381,663 $149.3M
Danske Bank A/S 0.48% Add +26.5% 367,294 $143.7M
Skandinaviska Enskilda Banken AB (publ) 0.64% Add +52.3% 356,552 $139.5M
National Bank of Canada 0.18% Reduce -11.7% 345,816 $135.3M
Prudential Financial Inc. 0.19% Reduce -10.1% 341,939 $133.7M
DekaBank Deutsche Girozentrale 0.24% Reduce -17.1% 326,603 $127.6M
Raymond James Financial Services Advisors, Inc. 0.17% Add +0.2% 319,033 $124.8M
Markel Group 1.12% Add +2.3% 318,750 $124.7M
Assenagon Asset Management S.A. 0.26% Add +106.2% 317,828 $124.3M
Aberdeen Group plc 0.23% Reduce -12.5% 316,589 $123.6M
Asset Management One Co., Ltd. 0.44% Reduce -0.7% 313,159 $122.5M
CANADA LIFE ASSURANCE Co 0.21% Add +3.7% 311,154 $121.8M
SG Americas Securities, LLC 0.46% Add +34.1% 304,808 $119.2M
Great Lakes Advisors, LLC 0.96% Reduce -1.9% 293,746 $114.9M
State of Wisconsin Investment Board 0.29% Add +6.6% 291,129 $113.9M
Nomura Asset Management Co. Ltd. 0.35% Add +7.3% 286,006 $111.9M
Storebrand Asset Management As 0.35% Add +1.4% 283,225 $110.8M
Swedbank AB 0.14% Add +4.3% 282,018 $110.3M
First Trust Advisors LP 0.10% Reduce -12.5% 278,704 $109.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.17% Add +3.5% 277,926 $108.7M
Cibc World Market Inc. 0.24% Add +4.1% 276,729 $108.2M
Aviva PLC 0.28% Add +2.3% 276,316 $108.1M
Rockefeller Capital Management L.P. 0.28% Reduce -5.9% 268,723 $105.1M
Chevy Chase Trust Holdings, LLC 0.32% Reduce -2.6% 266,535 $104.2M
Pictet Asset Management Holding SA 0.11% Reduce -0.3% 266,108 $104.1M
Janney Montgomery Scott LLC 0.28% Add +1.4% 260,764 $102.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.30% Reduce -2.8% 259,709 $101.6M
Royal London Asset Management Ltd. 0.25% Add +11.1% 255,485 $99.9M
Squarepoint Ops LLC 0.33% Reduce -43.1% 255,466 $99.9M
Zurich Insurance Group Ltd 0.85% Add +4018.6% 255,355 $99.9M
Empower Advisory Group, LLC 0.34% Add +1.1% 253,620 $99.2M
TD Asset Management Inc 0.09% Reduce -1.5% 250,888 $98.1M
Jennison Associates LLC 0.06% Reduce -4.7% 245,783 $96.1M
Retirement Systems of Alabama 0.36% Reduce -8.4% 243,773 $95.3M
Focus Partners Wealth 0.30% Reduce -40.6% 240,827 $94.2M
Osaic Holdings, Inc. 0.21% Reduce -2.6% 239,914 $93.9M
Cetera Investment Advisers 0.20% Add +0.9% 237,994 $93.1M
Jane Street Group, LLC 0.15% Reduce -42.1% 237,498 $92.9M
Cerity Partners LLC 0.20% Add +10.3% 233,874 $91.5M
Los Angeles Capital Management LLC 0.37% Reduce -52.1% 231,387 $90.5M
Natixis Advisors, LLC 0.18% Reduce -17.2% 230,507 $90.2M
Creative Planning 0.09% Add +1.7% 227,915 $89.1M
Treasurer of the State of North Carolina 0.36% Add +0.4% 227,422 $88.9M
Mariner, LLC 0.16% Add +4.3% 224,953 $88.0M
Public Employees Retirement System of Ohio 0.38% Reduce -0.8% 224,537 $87.8M
Truist Financial Corp. 0.13% Reduce -5.4% 215,451 $84.3M
Bollard Group LLC 2.23% Add +6.1% 214,651 $84.0M
STRS Ohio 0.32% Reduce -3.4% 213,313 $83.4M
Rathbones Group PLC 0.42% Add +3.1% 213,160 $83.4M
M&T Bank Corp 0.27% Reduce -2.1% 211,221 $82.6M
Cibc World Markets Corp. 0.60% Add +32.6% 210,697 $82.4M
Allianz Asset Management GmbH 0.13% Reduce -27.1% 209,834 $82.1M
LSV Asset Management 0.18% Add +5.1% 209,100 $81.8M
Ensign Peak Advisors, Inc 0.14% Reduce -0.4% 207,293 $81.1M
Northwestern Mutual Wealth Management Co. 0.07% Reduce -0.4% 199,326 $78.0M
Mn Services Vermogensbeheer B.V. 0.54% Reduce -2.2% 196,828 $77.0M
NewEdge Advisors, LLC 0.49% Add +1.2% 193,447 $75.7M
Cambridge Investment Research Advisors, Inc. 0.25% Add +0.6% 189,422 $74.1M
State of Tennessee, Department of Treasury 0.26% Reduce -3.3% 186,403 $72.9M
Teacher Retirement System of Texas 0.35% Reduce -2.9% 185,711 $72.6M
Susquehanna International Group, LLP 0.12% Reduce -0.3% 181,629 $71.0M
State of New Jersey Common Pension Fund D 0.29% Reduce -1.6% 181,339 $70.9M
Cresset Asset Management, LLC 0.27% Add +2.8% 177,538 $69.4M
Old Republic International Corp. 2.60% No change 177,000 $69.2M
Intech Investment Management LLC 0.77% Add +59.0% 175,578 $68.7M
Millennium Management 0.06% Reduce -39.4% 174,518 $68.3M
Toronto Dominion Bank 0.11% Add +1.3% 165,473 $64.7M
AXA S.A. 0.19% Reduce -0.3% 165,411 $64.7M
Nisa Investment Advisors, LLC 0.38% Add +2.4% 165,047 $64.6M
Russell Investments Group, Ltd. 0.09% Add +25.7% 164,887 $64.5M
Financial Counselors Inc. 0.95% Add +1.1% 164,193 $64.2M
Commerzbank Aktiengesellschaft 1.70% Add +1389.2% 162,817 $63.7M
Resona Asset Management Co.,Ltd. 0.36% Reduce -2.3% 160,926 $62.9M
Gateway Investment Advisers LLC 0.69% Reduce -0.1% 160,695 $62.9M
Kestra Advisory Services, LLC 0.34% Reduce -2.2% 157,467 $61.6M
Jupiter Asset Management Ltd. 0.53% Reduce -49.2% 154,930 $60.6M
Huntington National Bank 0.58% Reduce -1.3% 154,327 $60.4M
Pinebridge Investments, L.P. 0.45% Add +8.9% 152,891 $59.8M
Fort Washington Investment Advisors Inc. 0.36% Add +0.9% 152,386 $59.6M
Vest Financial, LLC 1.12% Add +24.1% 149,172 $58.3M
Mackenzie Financial Corp. 0.08% Reduce -17.1% 148,354 $58.0M
MML Investors Services, LLC 0.21% Add +4.8% 146,643 $57.4M
Daiwa Securities Group Inc. 0.26% Add +5.6% 144,359 $56.5M
Forsta Ap-Fonden 0.43% Add +5.3% 142,800 $55.9M
Commerce Bank 0.34% Add +8.8% 142,698 $55.8M
Calamos Advisors LLC 0.38% Reduce -2.4% 141,634 $55.4M
Mercer Global Advisors Inc. 0.13% Add +6.0% 140,959 $55.3M
State of Michigan Retirement System 0.27% Reduce -1.3% 141,072 $55.2M
B. Metzler seel. Sohn & Co. Holding AG 0.55% — 140,614 $55.0M
B. Metzler seel. Sohn & Co. AG 0.55% Add +11.4% 140,614 $55.0M
Arizona State Retirement System 0.35% Reduce -3.1% 140,224 $54.8M
Tocqueville Asset Management L.P. 0.85% Reduce -0.5% 138,182 $54.0M
Keybank National Association 0.21% Reduce -2.3% 136,454 $53.4M
Wealth Enhancement Advisory Services, LLC 0.11% Add +27.0% 134,491 $52.6M
Corebridge Financial, Inc. 0.28% Reduce -3.6% 133,323 $52.1M
HM Payson & Co. 0.88% Add +140.1% 130,709 $51.1M
Heritage Investors Management Corp. 1.70% Reduce -4.1% 130,477 $51.0M
Captrust Financial Advisors 0.15% Add +0.1% 129,353 $50.6M
MetLife Investment Management, LLC 0.29% Reduce -3.3% 129,322 $50.6M
Sanctuary Advisors, LLC 0.32% Add +9.9% 126,564 $50.3M
AQR Capital Management 0.07% Reduce -49.8% 128,336 $50.0M
Qube Research & Technologies Ltd 0.09% Reduce -76.7% 126,544 $49.5M
O'shaughnessy Asset Management, LLC 0.44% Add +47.3% 125,573 $49.5M
Meyer Handelman Co. 1.67% Reduce -0.7% 126,366 $49.4M
Manning & Napier Advisors LLC 0.54% Reduce -7.5% 124,626 $48.7M
Glenmede Trust Co. NA 0.23% Reduce -0.1% 124,477 $48.7M
Robeco Institutional Asset Management B.V. 0.10% Reduce -20.3% 123,002 $48.1M
QRG Capital Management, Inc. 0.51% Add +6.8% 120,940 $47.3M
Capital International Sarl 1.21% Add +13.0% 119,944 $46.9M
Sei Investments Co. 0.06% Add +1.2% 119,649 $46.8M
Capital International, Inc. 0.59% Reduce -6.6% 119,622 $46.8M
BI Asset Management Fondsmaeglerselskab A/S 0.81% Reduce -1.6% 119,598 $46.8M
Railway Pension Investments Ltd 0.55% Add +2.1% 118,300 $46.3M
Federated Hermes, Inc. 0.10% Reduce -5.7% 116,916 $45.7M
Alpha Cubed Investments, LLC 2.03% Add +5.6% 116,566 $45.6M
Conning Inc. 1.57% Add +4.8% 116,445 $45.5M
S&co Inc. 2.96% Add +2.6% 115,744 $45.3M
Blair William & Co. 0.13% Reduce -2.9% 114,217 $44.7M
Achmea Investment Management B.V. 0.74% Add +59.1% 114,083 $44.6M
Macquarie Group Ltd. 0.05% Add +37.7% 113,744 $44.4M
Comerica Bank 0.17% Reduce -2.1% 113,007 $44.2M
Gabelli Funds LLC 0.32% Reduce -1.3% 112,775 $44.1M
Allspring Global Investments Holdings, LLC 0.07% Add +9.4% 111,400 $43.6M
KBC Group NV 0.13% Reduce -0.1% 110,725 $43.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.44% — 110,546 $43.2M
Clearstead Advisors, LLC 0.67% Reduce -0.1% 110,328 $43.2M
Bradley Foster & Sargent Inc. 0.71% Reduce -0.7% 108,506 $42.4M
NorthCoast Asset Management LLC 0.29% Add +4.4% 113,044 $41.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.26% Reduce -1.7% 105,558 $41.3M
Natixis 0.25% Reduce -54.1% 105,065 $41.1M
Amalgamated Bank 0.34% Add +4.6% 104,213 $40.8M
Erste Asset Management GmbH 0.49% Add +33.8% 103,779 $40.6M
Steward Partners Investment Advisory, LLC 0.37% Add +5.5% 101,786 $39.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% Reduce -8.4% 100,596 $39.3M
Wesleyan Assurance Society 3.11% Reduce -0.7% 100,379 $39.2M
IFM Investors Pty Ltd 0.38% Reduce -1.3% 100,278 $39.2M
Van Eck Associates Corp. 0.05% Add +11.0% 101,500 $39.2M
Paralel Advisors LLC 1.71% No change 100,000 $39.1M
Vontobel Holding Ltd. 0.13% Reduce -7.6% 99,556 $38.9M
Czech National Bank 0.39% Add +6.0% 98,778 $38.6M
Mesirow Financial Investment Management, Inc. 0.75% Reduce -0.3% 98,773 $38.6M
AEGON ASSET MANAGEMENT UK Plc 0.52% Add +0.9% 97,282 $38.0M
ING Groep NV 0.22% Reduce -67.8% 96,128 $37.6M
Minneapolis Portfolio Management Group, LLC 4.86% Reduce -2.9% 95,888 $37.5M
Prospera Financial Services Inc 0.96% Add +8.3% 95,620 $37.4M
Main Street Research LLC 2.31% Add +1.7% 94,050 $36.8M
Yousif Capital Management, LLC 0.40% Reduce -1.6% 94,032 $36.8M
Varma Mutual Pension Insurance Co 0.29% Add +11.0% 97,556 $36.7M
Country Trust Bank 0.90% Reduce -0.1% 93,780 $36.7M
Handelsbanken Fonder AB 0.14% Add +1.9% 92,144 $36.0M
Banco Santander, S.A. 0.42% Add +27.8% 91,707 $35.9M
Stephens Inc. 0.51% Add +1.6% 91,532 $35.8M
Healthcare of Ontario Pension Plan Trust Fund 0.09% New 90,000 $35.2M
USS Investment Management Ltd 0.26% Add +15.8% 89,334 $34.9M
Nan Shan Life Insurance Co., Ltd. 0.81% New 87,695 $34.3M
Regions Financial Corp. 0.25% Reduce -2.7% 87,236 $34.1M
Busey Bank 1.11% Reduce -1.1% 87,006 $34.0M
Beacon Pointe Advisors, LLC 0.39% Reduce -3.3% 86,936 $34.0M
Swiss Life Asset Management Ltd 0.39% Add +0.3% 86,698 $33.9M
Foundry Partners, LLC 1.68% Reduce -0.6% 86,576 $33.9M
Levin Capital Strategies, L.P. 3.27% Reduce -0.3% 86,394 $33.8M
Brown Advisory Inc. 0.04% Reduce -3.0% 86,156 $33.7M
Capital International Ltd. 1.43% Reduce -3.2% 85,086 $33.3M
Stock Yards Bank & Trust Co. 1.06% Reduce -4.8% 84,324 $33.0M
Nichols & Pratt Advisers LLP 2.07% Reduce -4.2% 81,892 $32.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.19% Reduce -14.7% 81,601 $31.9M
Utah Retirement Systems 0.36% Add +0.5% 80,965 $31.7M
Vaughan David Investments LLC 0.73% Add +0.4% 80,719 $31.6M
Mediolanum International Funds Ltd 0.44% Reduce -0.2% 80,847 $31.6M
Aptus Capital Advisors, LLC 0.48% Add +21.9% 80,565 $31.5M
Peapack Gladstone Financial Corp. 0.45% Reduce -2.8% 80,444 $31.5M
Edgar Lomax Co. 1.90% Reduce -1.5% 79,588 $31.1M
D.A. Davidson & Co. 0.25% Reduce -2.8% 78,233 $30.6M
Cwm, LLC 0.13% Add +11.8% 77,811 $30.4M
AMF Tjanstepension AB 0.21% No change 76,734 $30.0M
Gotham Asset Management 0.31% Add +5.6% 76,356 $29.9M
Scotia Capital Inc. 0.16% Reduce -0.8% 75,618 $29.6M
Sequoia Financial Advisors, LLC 0.32% Add +10.9% 75,446 $29.5M
NorthCrest Asset Manangement, LLC 0.88% Add +1.4% 74,165 $29.0M
TD Waterhouse Canada Inc. 0.23% Reduce -8.7% 73,740 $28.9M
Quantitative Investment Management, LLC 2.82% Add +300.5% 73,224 $28.6M
Willis Investment Counsel 1.85% Add +0.6% 72,835 $28.5M
CIBC Asset Management Inc 0.09% Add +4.4% 72,743 $28.5M
Pinnacle Associates Ltd. 0.48% Reduce -13.6% 96,006 $28.4M
Marco Investment Management LLC 2.44% Add +1.0% 72,363 $28.3M
J. Safra Sarasin Holding AG 0.49% Reduce -8.6% 72,330 $28.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Reduce -4.0% 71,114 $27.8M
Advisors Capital Management, LLC 0.45% Add +1.4% 70,216 $27.5M
Xponance LLC 0.26% Add +0.3% 70,049 $27.4M
Quantinno Capital Management LP 0.36% Add +70.3% 69,858 $27.3M
Public Employees Retirement Association of Colorado 0.11% Reduce -0.5% 68,971 $27.0M
Ausdal Financial Partners, Inc. 2.81% Add +0.1% 68,900 $26.9M
Glenview Trust Co 0.52% Add +2.3% 68,575 $26.8M
Private Advisor Group, LLC 0.17% Reduce -4.4% 67,981 $26.6M
Grassi Investment Management 2.27% Reduce -2.0% 67,154 $26.3M
Badgley Phelps Wealth Managers, LLC 0.61% Add +1.6% 66,667 $26.1M
Tredje AP-fonden 0.23% No change 66,290 $25.9M
Pathstone Holdings, LLC 0.12% Reduce -1.7% 66,180 $25.9M
Mutual of America Capital Management LLC 0.27% Reduce -3.5% 65,847 $25.8M
Westchester Capital Management, Inc. 6.17% Reduce -2.9% 64,929 $25.4M
New York Life Investment Management LLC 0.25% Reduce -4.0% 64,732 $25.3M
Cutler Investment Counsel LLC 3.18% Reduce -2.7% 64,459 $25.2M
United Services Automobile Association 0.64% Reduce -24.3% 64,416 $25.2M
Lazard Asset Management LLC 0.04% Reduce -93.8% 64,321 $25.2M
Factory Mutual Insurance Co. 0.26% No change 64,100 $25.1M
Janus Henderson Group PLC 0.01% Reduce -3.3% 63,821 $25.0M
Fiduciary Trust Co 0.34% Add +1.1% 62,632 $24.5M
FineMark National Bank & Trust 0.85% Reduce -1.2% 62,384 $24.4M
Marshall Wace, LLP 0.03% Add +30948.0% 62,096 $24.3M
Nissay Asset Management Corp. /Japan 0.15% Reduce -1.3% 61,817 $24.2M
Oppenheimer & Co. Inc. 0.37% Reduce -8.1% 61,198 $23.9M
Delta Asset Management LLC 2.04% Reduce -2.0% 60,646 $23.7M
Blackhill Capital Inc. 1.35% No change 60,000 $23.5M
CCM Investment Advisers LLC 2.61% Reduce -0.3% 59,706 $23.4M
Mirae Asset Global Investments Co., Ltd. 0.10% Add +8.4% 59,698 $23.3M
State of Alaska, Department of Revenue 0.25% Reduce -0.9% 59,511 $23.3M
CW Advisors, LLC 0.31% Add +25.4% 58,982 $23.1M
Integrated Advisors Network LLC 1.10% Add +0.6% 58,256 $22.8M
UMB Bank, n.a. 0.35% Reduce -0.9% 58,119 $22.7M
Associated Banc-Corp 0.66% Reduce -2.7% 57,727 $22.6M
Wealthfront Advisers LLC 0.07% Reduce -1.2% 57,360 $22.4M
Atalanta Sosnoff Capital, LLC 0.48% New 57,230 $22.4M
Guggenheim Capital LLC 0.16% Reduce -21.9% 56,973 $22.3M
1832 Asset Management L.P. 0.04% Add +28300.0% 56,800 $22.2M
Richard C. Young & CO., LTD. 2.43% Add +0.4% 56,791 $22.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -0.7% 56,690 $22.2M
Canada Pension Plan Investment Board 0.02% Reduce -4.5% 56,406 $22.1M
MassMutual Private Wealth & Trust, FSB 0.63% Reduce -0.0% 56,314 $22.0M
Fayez Sarofim & Co 0.06% Add +5.4% 55,802 $21.8M
Callahan Advisors, LLC 2.11% Reduce -0.1% 55,346 $21.6M
Congress Asset Management Co. 0.15% Reduce -1.8% 55,250 $21.6M
Moran Wealth Management, LLC 0.66% Reduce -0.2% 55,199 $21.6M
Wharton Business Group, LLC 0.96% No change 54,818 $21.4M
Savant Capital, LLC 0.18% Add +12.2% 54,685 $21.4M
Temasek Holdings (Private) Ltd 0.09% Reduce -51.8% 54,469 $21.3M
Credit Agricole S A 0.11% Reduce -30.9% 54,405 $21.3M
KCM Investment Advisors LLC 0.72% Reduce -0.9% 54,005 $21.1M
Renaissance Technologies 0.03% Reduce -83.0% 53,368 $20.9M
Vanguard Personalized Indexing Management, LLC 0.34% Add +8.8% 53,332 $20.9M
United Capital Financial Advisors, LLC 0.17% Reduce -1.7% 52,169 $20.4M
Wellington Management Group LLP 0.00% Reduce -21.1% 51,654 $20.2M
Oppenheimer Asset Management Inc. 0.24% Add +33.5% 51,577 $20.2M
Empowered Funds, LLC 0.32% Reduce -0.2% 51,315 $20.1M
LaFleur & Godfrey LLC 2.76% Reduce -3.5% 51,233 $20.0M
Baker Avenue Asset Management, LP 0.63% Add +2.3% 50,935 $19.9M
Bar Harbor Wealth Management 1.24% Reduce -0.0% 49,526 $19.4M
Whittier Trust Co. 0.26% Reduce -0.9% 49,454 $19.3M
First National Trust Co 0.74% Add +0.3% 48,965 $19.2M
Independent Advisor Alliance 0.69% Reduce -3.2% 48,366 $18.9M
Crossmark Global Holdings, Inc. 0.34% Add +3.9% 47,570 $18.6M
Allianz SE 0.50% No change 47,484 $18.6M
Birmingham Capital Management Co. Inc. 6.70% Reduce -7.4% 47,105 $18.4M
HRT Financial LP 0.09% Reduce -53.6% 46,548 $18.2M
Elo Mutual Pension Insurance Co 0.39% Add +8.6% 46,472 $18.2M
Dnca Finance 1.60% Add +13.5% 46,400 $18.1M
Harvest Portfolios Group Inc. 0.60% Reduce -12.6% 46,362 $18.1M
Pacer Advisors, Inc. 0.04% Add +1.8% 45,930 $18.0M
Avantax Advisory Services, Inc. 0.12% Add +5.6% 45,766 $17.9M
Florida Trust Wealth Management Co 0.57% Reduce -2.4% 45,387 $17.8M
Andra AP-fonden 0.26% Add +25.3% 45,100 $17.6M
Lido Advisors, LLC 0.13% Add +3.3% 45,089 $17.6M
American Assets Investment Management, LLC 1.54% No change 45,000 $17.6M
NBT Bank, N.A. 1.18% Reduce -2.0% 44,721 $17.5M
Inspire Investing, LLC 1.77% Reduce -9.5% 44,252 $17.3M
M&G PLC 0.10% Add +0.8% 42,988 $16.8M
Atwater Malick LLC 5.41% Add +0.1% 42,941 $16.8M
Investment Management Corp of Ontario 0.37% Reduce -1.1% 42,845 $16.8M
DAVENPORT & Co LLC 0.10% Add +1.5% 42,625 $16.7M
Allied Investment Advisors, LLC 3.29% Add +0.0% 42,429 $16.6M
CIBC Private Wealth Group LLC 0.03% Reduce -0.8% 42,427 $16.6M
Panagora Asset Management Inc. 0.08% Add +248.7% 42,302 $16.5M
Dodge & Cox 0.01% No change 42,276 $16.5M
CENTRAL TRUST Co 0.39% Reduce -1.1% 42,216 $16.5M
Salem Investment Counselors Inc. 0.50% Add +0.6% 42,143 $16.5M
Ilmarinen Mutual Pension Insurance Co 0.18% No change 42,000 $16.4M
Ethic Inc. 0.41% Reduce -9.3% 44,711 $16.4M
Clear Harbor Asset Management, LLC 1.35% Reduce -9.4% 41,813 $16.4M
Quilter Plc 0.33% Reduce -3.8% 41,692 $16.3M
Janney Capital Management LLC 1.10% Reduce -0.4% 41,613 $16.3M
Oregon Public Employees Retirement Fund 0.30% Reduce -1.2% 41,510 $16.2M
Culbertson A N & Co. Inc. 2.61% Reduce -0.1% 41,394 $16.2M
Tower Research Capital LLC (TRC) 0.43% Add +19.2% 41,194 $16.1M
Noesis Capital Mangement Corp. 3.16% Add +6.5% 40,733 $15.9M
Stillwater Capital Advisors, LLC 2.06% Reduce -0.0% 40,721 $15.9M
Rafferty Asset Management, LLC 0.05% Reduce -5.5% 40,658 $15.9M
Segment Wealth Management, LLC 1.09% Add +1.7% 40,652 $15.9M
Parsons Capital Management Inc. 1.00% Add +0.0% 40,478 $15.8M
Cullinan Associates Inc. 0.89% Reduce -4.9% 40,516 $15.8M
Teamwork Financial Advisors, LLC 2.19% Add +5.5% 40,346 $15.8M
Jacobs & Co. 1.57% Add +0.5% 40,231 $15.7M
Tudor Investment Corporation 0.17% New 40,027 $15.7M
Clifford Swan Investment Counsel LLC 0.55% Reduce -0.8% 39,814 $15.6M
Summit Trail Advisors, LLC 0.39% Reduce -19.1% 39,784 $15.6M
SpiderRock Advisors, LLC 0.33% Add +22.9% 39,685 $15.5M
Dearborn Partners LLC 0.63% No change 39,485 $15.4M
SlateStone Wealth, LLC 1.39% Add +45.6% 39,336 $15.4M
Hamilton Capital Partners Inc. 1.33% Add +14.8% 39,243 $15.3M
Gulf International Bank (UK) Ltd 0.39% Reduce -4.2% 39,064 $15.3M
Lee Danner & Bass Inc. 1.07% Reduce -1.8% 38,906 $15.2M
Bokf, NA 0.27% Reduce -5.2% 38,829 $15.2M
Jones Financial Companies LLLP 0.02% Add +126.7% 38,749 $15.2M
Synovus Financial Corp. 0.17% Add +2.0% 38,551 $15.1M
Prio Wealth Limited Partnership 0.44% Reduce -0.4% 38,521 $15.1M
Dana Investment Advisors, Inc. 0.50% Reduce -4.8% 38,439 $15.0M
Dakota Wealth Management 0.34% Reduce -0.9% 38,353 $15.0M
LS Investment Advisors, LLC 2.22% Reduce -0.6% 38,350 $15.0M
Meridian Wealth Management, LLC 0.73% New 37,697 $14.7M
Capital Investment Advisors, LLC 0.30% Reduce -0.5% 37,634 $14.7M
Pittenger & Anderson Inc. 0.55% Add +0.5% 37,370 $14.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.15% Add +14.3% 37,315 $14.6M
Teachers Retirement System of the State of Kentucky 0.13% Reduce -9.2% 37,189 $14.5M
Bogart Wealth, LLC 0.69% Reduce -6.7% 37,175 $14.5M
Stockman Wealth Management, Inc. 2.25% Add +2.7% 36,980 $14.5M
Summit Financial, LLC 0.57% Add +7.0% 36,884 $14.4M
HB Wealth Management, LLC 0.15% Reduce -3.1% 36,510 $14.3M
Cornerstone Advisors, LLC 0.56% Add +13.0% 36,500 $14.3M
Vantage Investment Partners, LLC 1.19% Add +0.0% 36,289 $14.2M
Welch Group, LLC 0.61% Add +1.3% 36,111 $14.1M
Meiji Yasuda Asset Management Co Ltd. 0.53% Reduce -2.3% 35,804 $14.0M
B. Riley Wealth Advisors, Inc. 0.39% Reduce -14.1% 35,793 $14.0M
Lyell Wealth Management, LP 1.26% Reduce -0.1% 35,350 $13.8M
Atria Wealth Solutions, Inc. 0.15% Reduce -7.7% 35,121 $13.7M
Whittier Trust Co. of Nevada Inc. 0.35% Reduce -1.3% 35,119 $13.7M
HighPoint Advisor Group LLC 0.79% Reduce -0.5% 35,828 $13.6M
Candriam S.C.A. 0.08% Add +4.7% 34,730 $13.6M
CPC Advisors, LLC 2.02% Reduce -2.7% 34,667 $13.6M
NEOS Investment Management LLC 0.41% Add +34.6% 34,438 $13.5M
Shelton Capital Management 0.35% Add +2.1% 34,388 $13.4M
CSM Advisors, LLC 0.88% Reduce -4.8% 34,387 $13.4M
Henshaw Capital LLC 0.56% New 34,060 $13.3M
Brookstone Capital Management 0.20% Add +1.4% 33,925 $13.3M
Braun Stacey Associates Inc. 0.50% Add +2277.1% 33,874 $13.2M
Atria Investments, Inc 0.16% Reduce -21.4% 33,853 $13.2M
Kentucky Retirement Systems 0.39% Reduce -8.3% 33,781 $13.2M
LBP Am SA 0.20% Reduce -6.0% 33,420 $13.1M
Greenwood Gearhart LLC 1.08% Add +6.4% 33,075 $12.9M
Jamison Private Wealth Management, Inc. 1.97% Add +2.9% 33,036 $12.9M
German American Bancorp, Inc. 1.36% Add +6.8% 32,949 $12.9M
AIA Group Ltd 0.33% Reduce -0.1% 32,669 $12.8M
Kestra Private Wealth Services, LLC 0.23% Reduce -21.3% 32,483 $12.7M
OMERS ADMINISTRATION Corp 0.12% Add +1.3% 32,477 $12.7M
Federation des caisses Desjardins du Quebec 0.06% Add +1.7% 32,199 $12.6M
Shelter Mutual Insurance Co 3.00% No change 30,780 $12.6M
James Investment Research, Inc. 1.44% Reduce -1.8% 31,994 $12.5M
LMCG Investments, LLC 0.75% Reduce -2.9% 31,926 $12.5M
Benjamin Edwards Inc. 0.18% Add +976.0% 31,796 $12.4M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.22% Reduce -4.7% 31,675 $12.4M
F/m Investments LLC 0.39% Reduce -4.1% 31,564 $12.3M
Mizuho Securities USA LLC 0.26% Reduce -16.6% 31,443 $12.3M
Simmons Bank 0.89% Reduce -4.1% 31,414 $12.3M
Paradiem, LLC 2.89% Add +3.0% 31,273 $12.2M
Advisory Services Network, LLC 0.25% No change 36,197 $12.1M
Norinchukin Bank, The 0.28% Add +12.2% 30,802 $12.0M
Hartford Investment Management Co. 0.39% Reduce -2.6% 30,525 $11.9M
United Capital Management of KS, Inc. 2.59% Add +3.4% 30,410 $11.9M
First American Trust, FSB 1.17% Reduce -9.5% 30,115 $11.8M
Quadrature Capital Ltd 0.27% Reduce -70.0% 30,067 $11.8M
Illinois Municipal Retirement Fund 0.17% No change 29,985 $11.7M
Eagle Global Advisors LLC 0.58% Add +2.3% 29,767 $11.6M
MainStreet Investment Advisors LLC 1.53% Reduce -6.1% 29,382 $11.5M
Rwa Wealth Partners, LLC 0.14% Reduce -2.9% 29,362 $11.5M
Freestone Capital Holdings, LLC 0.40% Add +3.7% 29,296 $11.5M
Philadelphia Trust Co. 0.83% Reduce -4.2% 29,241 $11.4M
Prime Capital Investment Advisors, LLC 0.16% Add +7.9% 29,069 $11.4M
Hantz Financial Services, Inc. 0.20% Reduce -7.7% 28,986 $11.3M
APG Asset Management N.V. 0.07% Reduce -91.7% 31,963 $11.2M
Ieq Capital, LLC 0.14% Add +20.0% 28,360 $11.1M
Venture Visionary Partners LLC 0.49% Add +1.7% 28,337 $11.1M
Kanawha Capital Management LLC 0.80% Reduce -4.8% 28,288 $11.1M
Maryland State Retirement & Pension System 0.23% Reduce -26.0% 28,201 $11.0M
Exchange Traded Concepts, LLC 0.26% Reduce -46.1% 28,027 $11.0M
Drexel Morgan & Co. 2.03% No change 27,886 $10.9M
Banque Cantonale Vaudoise 0.45% Add +21.8% 27,845 $10.9M
Choreo, LLC 0.16% Add +8.6% 27,416 $10.8M
Knights of Columbus Asset Advisors LLC 0.71% Add +35.0% 27,445 $10.7M
Townsquare Capital LLC 0.13% Add +5.1% 27,438 $10.7M
Vident Advisory, LLC 0.27% Add +6.2% 27,323 $10.7M
Louisiana State Employees Retirement System 0.20% Reduce -1.4% 27,300 $10.7M
&partners 0.21% Add +151.2% 27,098 $10.7M
Tidal Investments LLC 0.12% Reduce -11.4% 27,056 $10.6M
Orion Porfolio Solutions, LLC 0.11% Add +3.3% 27,053 $10.6M
Orion Portfolio Solutions, LLC 0.11% Add +3.3% 27,053 $10.6M
Farmers & Merchants Investments Inc. 0.33% Add +0.5% 26,992 $10.6M
Securian Asset Management, Inc. 0.30% Reduce -4.6% 26,819 $10.5M
CX Institutional 0.47% Add +872.0% 26,788 $10.5M
Independent Wealth Network Inc. 4.61% Reduce -0.2% 26,619 $10.4M
Sigma Investment Counselors Inc. 0.61% Add +0.0% 26,503 $10.4M
Financial Partners Group, LLC 3.88% Add +0.5% 26,455 $10.3M
Texas Capital Bank Wealth Management Services Inc 1.01% Add +1.7% 26,274 $10.3M
Addenda Capital Inc. 0.37% Add +0.0% 26,232 $10.3M
Integris Wealth Management, LLC 2.85% Reduce -0.7% 26,098 $10.2M
Community Bank & Trust, Waco, Texas 2.28% Add +0.2% 25,912 $10.1M
Coldstream Capital Management Inc. 0.22% Add +2.3% 25,624 $10.0M
Tufton Capital Management 1.88% Reduce -2.9% 25,600 $10.0M
Logan Capital Management Inc. 0.41% Reduce -0.0% 25,361 $9.9M
Central Bank & Trust Co. 1.36% Reduce -10.9% 25,212 $9.9M
Generali Powszechne Towarzystwo Emerytalne 3.30% No change 25,118 $9.8M
Chartwell Investment Partners, LLC 0.34% No change 24,946 $9.8M
Sigma Planning Corp 0.30% Reduce -1.9% 24,845 $9.7M
Snowden Capital Advisors LLC 0.29% Reduce -28.5% 24,803 $9.7M
AE Wealth Management LLC 0.09% Add +7.7% 24,788 $9.7M
Madison Asset Management, LLC 0.11% Reduce -8.9% 24,766 $9.7M
Allworth Financial LP 0.06% Reduce -1.1% 24,698 $9.7M
American National Bank & Trust 1.14% Reduce -4.0% 24,660 $9.6M
Jefferies Financial Group Inc. 0.17% Add +3.8% 24,426 $9.6M
Strategic Global Advisors, LLC 1.87% Reduce -1.0% 24,250 $9.5M
Beach Investment Counsel Inc. 1.16% Add +43.4% 24,019 $9.4M
Signet Financial Management, LLC 1.19% Reduce -2.3% 23,919 $9.4M
New Mexico Educational Retirement Board 0.32% Reduce -7.0% 23,902 $9.3M
Dynamic Advisor Solutions LLC 0.28% Add +0.3% 23,760 $9.3M
Man Group plc 0.03% Reduce -64.0% 23,733 $9.3M
Raymond James Trust N.A. 0.20% Add +1.0% 23,678 $9.3M
Community Bank of Raymore 6.90% Add +1.3% 23,353 $9.1M
Kingswood Wealth Advisors, LLC 0.65% Add +18.4% 23,339 $9.1M
Metis Global Partners, LLC 0.28% Reduce -2.1% 23,269 $9.1M
TruWealth Advisors, LLC 0.56% Add +4.5% 23,240 $9.1M
Fusion Capital, LLC 3.90% Reduce -0.2% 23,225 $9.1M
Spinnaker Trust 0.56% No change 23,210 $9.1M
Hixon Zuercher, LLC 3.55% Reduce -2.0% 23,180 $9.1M
Daiichi Life Insurance Co., Ltd. 0.23% Add +12.0% 23,040 $9.0M
Baader Bank Aktiengesellschaft 0.76% Reduce -6.6% 23,030 $9.0M
Capital Investment Counsel, LLC 1.56% Add +1.2% 22,984 $9.0M
Global Retirement Partners, LLC 0.27% Add +2.2% 22,964 $9.0M
Kavar Capital Partners Group, LLC 1.42% Add +0.1% 22,939 $9.0M
Citadel Advisors 0.01% Reduce -85.4% 22,909 $9.0M
Aull & Monroe Investment Management Corp 4.16% Reduce -2.6% 22,854 $8.9M
Apollon Wealth Management, LLC 0.25% Add +0.8% 22,841 $8.9M
McGuire Investment Group, LLC 1.26% Reduce -0.4% 22,832 $8.9M
Forvis Mazars Wealth Advisors, LLC 0.20% Add +6.8% 22,672 $8.9M
Perigon Wealth Management, LLC 0.24% Reduce -0.2% 22,659 $8.9M
Welch & Forbes LLC 0.11% Reduce -3.6% 22,654 $8.9M
Hodges Capital Management Inc. 0.57% Add +19.0% 22,622 $8.8M
Narwhal Capital Management 0.79% Reduce -11.4% 22,574 $8.8M
UniSuper Management Pty Ltd 0.07% Add +1.0% 22,525 $8.8M
Silver Oak Securities, Incorporated 0.93% Add +10.0% 22,524 $8.8M
Wesbanco Bank Inc. 0.30% Reduce -1.2% 22,431 $8.8M
First Financial Bank - Trust Division 0.80% Reduce -3.1% 22,405 $8.8M
Hartford Financial Management Inc. 1.79% Add +0.5% 22,399 $8.8M
Ferguson Wellman Capital Management, Inc. 0.17% Reduce -1.0% 22,348 $8.7M
Compound Planning, Inc. 0.55% Reduce -4.3% 22,322 $8.7M
Principle Wealth Partners LLC 0.62% Reduce -3.4% 22,250 $8.7M
City Holding Co. 1.21% Add +0.5% 22,205 $8.7M
Trexquant Investment LP 0.11% Reduce -69.3% 22,135 $8.7M
Concurrent Investment Advisors, LLC 0.25% Add +11.5% 21,826 $8.5M
Moors & Cabot, Inc. 0.42% Reduce -2.6% 21,744 $8.5M
Crestwood Advisors Group, LLC 0.16% Add +1.0% 21,728 $8.5M
Northwest Investment Counselors, LLC 1.92% Reduce -1.9% 21,694 $8.5M
Compagnie Lombard Odier SCmA 0.13% Reduce -12.9% 21,634 $8.5M
ARK Investment Management 0.08% Reduce -11.7% 21,612 $8.5M
Citizens National Bank Trust Department 1.78% Reduce -0.3% 21,598 $8.4M
Boit C F David 4.16% No change 21,400 $8.4M
CTC LLC 0.38% Add +541.1% 21,373 $8.4M
Howe & Rusling Inc. 0.71% Reduce -10.1% 21,200 $8.3M
Tiaa Trust, National Association 0.02% Reduce -1.0% 21,182 $8.3M
Wilmington Savings Fund Society, FSB 0.15% Add +139.2% 21,129 $8.3M
Knuff & Co LLC 2.52% No change 21,107 $8.3M
Beacon Investment Advisory Services, Inc. 0.34% Add +3.7% 21,079 $8.2M
Trifecta Capital Advisors, LLC 1.72% Add +3.4% 21,018 $8.2M
Sentry LLC 1.57% Reduce -11.3% 20,771 $8.1M
Park Avenue Securities LLC 0.09% Add +5.0% 20,762 $8.1M
Stratos Wealth Partners, LTD. 0.12% Add +16.7% 20,594 $8.1M
Public Sector Pension Investment Board 0.04% Add +17.8% 20,548 $8.0M
Searle & Co. 1.99% Reduce -0.2% 20,373 $8.0M
CHURCHILL MANAGEMENT Corp 0.09% Reduce -3.2% 20,187 $7.9M
Axxcess Wealth Management, LLC 0.20% Reduce -1.6% 20,157 $7.9M
Vinva Investment Management Ltd 0.33% Add +34.0% 20,142 $7.9M
Turtle Creek Wealth Advisors, LLC 1.58% Add +1.5% 20,114 $7.9M
Creekmur Asset Management LLC 1.85% Add +7.7% 20,110 $7.9M
Silvercrest Asset Management Group LLC 0.05% Add +0.9% 20,005 $7.8M
Zimmer Partners, LP 0.15% Reduce -50.0% 20,000 $7.8M
Two Sigma Securities, LLC 0.61% New 19,923 $7.8M
Koshinski Asset Management, Inc. 0.67% Reduce -0.8% 19,791 $7.7M
Valeo Financial Advisors, LLC 0.22% Reduce -5.2% 19,720 $7.7M
Parcion Private Wealth LLC 0.64% Add +21.5% 19,688 $7.7M
Anderson Hoagland & Co. 0.78% Reduce -2.3% 19,182 $7.6M
Northeast Investment Management 0.34% Add +0.9% 19,258 $7.5M
Bleakley Financial Group, LLC 0.23% Add +1.5% 19,224 $7.5M
OneDigital Investment Advisors LLC 0.09% Add +2.5% 19,215 $7.5M
Cannell & Spears LLC 0.15% Add +2.5% 19,116 $7.5M
Colonial Trust Advisors 0.64% Reduce -0.7% 18,851 $7.4M
Caldwell Trust Co 0.77% Reduce -0.2% 18,778 $7.3M
King Luther Capital Management Corp. 0.03% Add +0.4% 18,720 $7.3M
Vestcor Inc 0.23% Reduce -4.7% 18,708 $7.3M
Mutual Advisors, LLC 0.21% Reduce -1.3% 18,901 $7.3M
Fourpath Capital Management, LLC 1.34% New 18,635 $7.3M
Kiley Juergens Wealth Management, LLC 1.89% Reduce -0.7% 18,603 $7.3M
AustralianSuper Pty Ltd 0.04% No change 18,550 $7.3M
Pinnacle Financial Partners Inc 0.15% Reduce -1.4% 18,495 $7.2M
Capital Group Investment Management Pte. LTD. 1.44% Reduce -2.4% 18,359 $7.2M
Neville Rodie & Shaw Inc. 0.53% Reduce -0.3% 18,325 $7.2M
Principal Securities, Inc. 0.17% Add +13.1% 18,310 $7.2M
Biechele Royce Advisors 2.36% Reduce -4.8% 18,310 $7.2M
Columbia Asset Management 1.24% Reduce -1.4% 18,130 $7.1M
EP Wealth Advisors, LLC 0.06% Add +55.0% 18,032 $7.1M
Aries Wealth Management 1.93% Reduce -0.6% 17,992 $7.0M
Physicians Financial Services, Inc. 2.19% Reduce -3.0% 17,984 $7.0M
Romano Brothers and Company 0.87% Reduce -0.6% 17,946 $7.0M
Advocate Group LLC 1.27% Add +1.9% 17,920 $7.0M
First Trust Direct Indexing L.P. 0.38% Add +6.4% 17,898 $7.0M
iA Global Asset Management Inc. 0.12% Reduce -14.6% 17,880 $7.0M
Financial & Tax Architects, LLC 1.79% Reduce -1.4% 17,814 $7.0M
SteelPeak Wealth, LLC 0.31% Reduce -9.1% 17,737 $6.9M
Cordgrass Capital Advisors, LLC 2.01% Add +0.0% 17,735 $6.9M
Empirical Finance, LLC 0.40% Add +1.5% 17,728 $6.9M
Ipswich Investment Management Co., Inc. 1.60% No change 17,706 $6.9M
Ellsworth Advisors, LLC 1.78% Add +2.3% 17,623 $6.9M
Trinity Legacy Partners, LLC 1.77% Reduce -0.7% 17,439 $6.9M
Bridge Creek Capital Management LLC 2.07% Reduce -0.2% 17,561 $6.9M
Gateway Advisory, LLC 1.09% Reduce -2.6% 17,363 $6.8M
Greenleaf Trust 0.06% Add +1.6% 17,305 $6.8M
Groupama Asset Managment 0.18% Reduce -6.4% 21,541 $6.8M
Williams Jones Wealth Management, LLC. 0.08% Reduce -2.1% 17,287 $6.8M
Asset Dedication, LLC 0.45% Reduce -11.7% 17,223 $6.7M
Family Legacy, Inc. 2.23% Add +0.9% 17,156 $6.7M
Americana Partners, LLC 0.46% Add +13.9% 17,139 $6.7M
MAI Capital Management 0.06% Reduce -10.9% 17,124 $6.7M
Country Club Bank 0.45% Reduce -0.6% 17,086 $6.7M
Advisors Asset Management, Inc. 0.12% Reduce -14.9% 17,070 $6.7M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -7.6% 17,058 $6.7M
Sterling Capital Management LLC 0.09% — 17,051 $6.7M
Highland Capital Management, LLC 0.38% Reduce -24.9% 17,029 $6.7M
Summitry LLC 0.32% Reduce -0.8% 16,988 $6.6M
EagleClaw Capital Managment, LLC 1.11% Add +4.7% 16,900 $6.6M
Griffin Asset Management, Inc. 0.74% Add +0.2% 16,888 $6.6M
Community Bank, N.A. 0.83% Reduce -0.3% 16,835 $6.6M
Mizuho Markets Americas LLC 0.16% Reduce -1.9% 16,784 $6.6M
Assetmark, Inc. 0.02% Add +5.3% 16,773 $6.6M
NewSquare Capital LLC 0.52% Add +8.6% 16,716 $6.5M
Massachusetts Institute of Technology 0.87% New 16,714 $6.5M
Foster & Motley Inc. 0.41% Add +0.9% 16,659 $6.5M
Castellan Group 2.74% Add +10.1% 16,637 $6.5M
Jackson Square Capital, LLC 1.61% Add +33.7% 16,581 $6.5M
Mairs & Power Inc. 0.06% Reduce -3.0% 16,578 $6.5M
Wedbush Securities Inc. 0.24% Reduce -12.7% 16,528 $6.5M
Nomura Holdings Inc. 0.05% Reduce -33.1% 16,493 $6.5M
Ameritas Advisory Services, LLC 0.28% Reduce -10.2% 16,462 $6.4M
Montag A & Associates Inc. 0.30% Reduce -2.8% 16,394 $6.4M
Legacy CG, LLC 2.09% Add +4.8% 16,344 $6.4M
Ascent Wealth Partners, LLC 0.89% Reduce -1.3% 16,324 $6.4M
Spire Wealth Management 0.21% Add +38.3% 16,178 $6.3M
Beese Fulmer Investment Management, Inc. 0.54% Reduce -2.0% 16,156 $6.3M
Pallas Capital Advisors LLC 0.27% Reduce -6.6% 16,312 $6.3M
Wells Trecaso Financial Group, LLC 2.07% Add +1.1% 16,065 $6.3M
Holderness Investments Co. 1.37% Add +0.4% 16,057 $6.3M
Sandhill Capital Partners LLC 0.45% Reduce -0.1% 16,057 $6.3M
Two Sigma Investments, LP 0.01% Reduce -88.4% 15,993 $6.3M
Twin Capital Management Inc. 0.70% Reduce -1.3% 15,935 $6.2M
Roundview Capital LLC 0.45% Reduce -3.1% 15,912 $6.2M
XTX Topco Ltd 0.45% Add +38.3% 15,842 $6.2M
Cary Street Partners Investment Advisory LLC 0.23% Add +3.5% 15,770 $6.2M
Flputnam Investment Management Co. 0.11% Add +3.3% 15,728 $6.2M
Keeler Thomas Management LLC 1.94% Reduce -1.5% 15,720 $6.1M
Alps Advisors Inc. 0.04% Reduce -42.8% 15,714 $6.1M
Level Four Advisory Services, LLC 0.26% Reduce -1.5% 16,303 $6.1M
Siemens Fonds Invest GmbH 0.49% Reduce -1.0% 15,665 $6.1M
TCI Wealth Advisors, Inc. 0.51% Add +0.3% 15,591 $6.1M
Eukles Asset Management 2.44% Reduce -0.5% 15,569 $6.1M
Montgomery Investment Management Inc. 2.19% No change 15,480 $6.1M
Merit Financial Group, LLC 0.14% Add +9.3% 15,441 $6.0M
Integrated Wealth Concepts LLC 0.07% Add +0.1% 15,440 $6.0M
Blue Trust, Inc. 0.08% Add +14.5% 18,083 $6.0M
Centiva Capital, LP 0.27% Reduce -56.3% 15,378 $6.0M
Northwestern Mutual Investment Management Company, LLC 0.14% Reduce -1.3% 15,368 $6.0M
BSN CAPITAL PARTNERS Ltd 1.17% New 17,450 $6.0M
Equitable Trust Co. 0.38% Add +1.7% 15,271 $6.0M
Burney Co./ 0.21% Reduce -4.2% 15,267 $6.0M
Studio Investment Management LLC 1.25% Reduce -2.0% 15,254 $6.0M
Geneos Wealth Management Inc. 0.23% Add +1.9% 15,246 $6.0M
Goelzer Investment Management, Inc. 0.33% Reduce -1.0% 15,244 $6.0M
GAM Holding AG 0.47% Add +9.1% 15,230 $6.0M
Canandaigua National Bank & Trust Co. 0.57% Add +2.7% 15,223 $6.0M
Alberta Investment Management Corp 0.05% Add +56.7% 15,200 $5.9M
Blackston Financial Advisory Group, LLC 3.05% Add +0.6% 15,100 $5.9M
Richard Bernstein Advisors LLC 0.13% No change 15,072 $5.9M
Kentucky Farm Bureau Mutual Insurance Co 1.27% No change 15,000 $5.9M
RBF Capital, LLC 0.30% No change 15,000 $5.9M
Johnson Financial Group, Inc. 0.27% Add +9.1% 14,999 $5.9M
Fifth Third Wealth Advisors LLC 0.36% Add +26.6% 14,959 $5.9M
Monument Capital Management 1.61% Add +0.7% 14,882 $5.8M
Tower View Wealth Management LLC 3.18% Reduce -1.0% 14,861 $5.8M
Malaga Cove Capital, LLC 2.33% Reduce -0.8% 14,826 $5.8M
Chicago Capital, LLC 0.16% Reduce -0.2% 14,756 $5.8M
Equitable Holdings, Inc. 0.06% Reduce -14.6% 14,708 $5.8M
Bank of Hawaii 0.24% Reduce -6.6% 14,698 $5.7M
Sandy Spring Bank 0.24% Add +1.4% 14,685 $5.7M
Mathes Company, Inc. 2.04% Reduce -12.3% 14,624 $5.7M
Wealthcare Advisory Partners LLC 0.16% Add +4.9% 14,616 $5.7M
Plato Investment Management Ltd 0.46% No change 14,594 $5.7M
Waverly Advisors, LLC 0.11% Reduce -0.4% 14,551 $5.7M
Covington Investment Advisors Inc. 0.86% Add +1.5% 14,545 $5.7M
Guyasuta Investment Advisors Inc. 0.35% Reduce -1.1% 14,447 $5.7M
Robbins Farley 2.83% Reduce -5.8% 14,357 $5.6M
Kentucky Retirement Systems Insurance Trust Fund 0.39% Reduce -9.0% 14,357 $5.6M
FRG Family Wealth Advisors LLC 1.00% Reduce -2.0% 14,324 $5.6M
Eastern Bank 0.10% Add +249.7% 14,267 $5.6M
Mission Creek Capital Partners, Inc. 1.30% Reduce -0.9% 14,252 $5.6M
Financial Advocates Investment Management 0.32% Reduce -9.3% 14,245 $5.6M
Leavell Investment Management, Inc. 0.28% Add +18.9% 14,178 $5.5M
Wright Investors Service Inc. 1.45% Reduce -0.2% 14,119 $5.5M
Paloma Partners Management Co 0.38% Reduce -15.2% 14,083 $5.5M
Robertson Stephens Wealth Management, LLC 0.20% Reduce -23.2% 14,027 $5.5M
First Merchants Corp. 0.21% Add +0.1% 13,960 $5.5M
Pflug Koory, LLC 0.36% — 13,958 $5.5M
Valley Wealth Managers, Inc. 0.40% Reduce -1.0% 13,950 $5.5M
Arrow Financial Corp 0.50% Add +0.3% 13,931 $5.4M
Citizens Financial Group Inc. 0.11% Add +43.0% 13,902 $5.4M
Altrius Capital Management Inc 1.36% Add +0.5% 13,840 $5.4M
U.S. Capital Wealth Advisors, LLC 0.19% Reduce -0.4% 13,808 $5.4M
Prudential PLC 0.03% Add +33.1% 13,751 $5.4M
Amova Asset Management Americas, Inc. 0.06% Reduce -6.1% 13,740 $5.4M
IronBridge Private Wealth, LLC 2.01% Add +0.5% 13,728 $5.4M
Seascape Capital Management 1.90% Reduce -2.7% 13,628 $5.3M
Webster Bank, N. A. 0.57% Reduce -3.8% 13,619 $5.3M
StoneX Group Inc. 0.39% Reduce -5.0% 13,585 $5.3M
Resolute Wealth Strategies, LLC 2.76% Reduce -9.0% 13,562 $5.3M
IHT Wealth Management, LLC 0.15% Add +24.1% 13,532 $5.3M
Blue Edge Capital, LLC 0.82% Add +3.8% 13,506 $5.3M
Tokio Marine Asset Management Co. Ltd. 0.23% Add +3.3% 13,467 $5.3M
FAS Wealth Partners, Inc. 0.42% Add +2.4% 13,443 $5.3M
Sowell Financial Services LLC 0.24% Reduce -0.2% 13,424 $5.3M
Bailard, Inc. 0.14% Reduce -0.6% 13,360 $5.2M
Reliant Investment Management, LLC 2.46% Add +1.7% 13,360 $5.2M
Anchor Investment Management, LLC 0.49% Add +2.9% 13,317 $5.2M
Ledyard National Bank 0.48% Add +1.4% 13,283 $5.2M
Brown Brothers Harriman & Co. 0.04% Add +31.1% 13,250 $5.2M
Leuthold Group, LLC 0.58% Reduce -3.7% 13,229 $5.2M
Ameritas Investment Partners, Inc. 0.17% Reduce -1.0% 13,165 $5.1M
Gilliland Jeter Wealth Management LLC 1.66% Reduce -1.5% 13,160 $5.1M
Good Life Advisors, LLC 0.32% Add +106.3% 13,108 $5.1M
Viewpoint Capital Management LLC 2.86% Add +2.4% 13,095 $5.1M
Transform Wealth, LLC 0.34% Add +74.7% 13,006 $5.1M
Kintegral Advisory, LLC 0.47% Reduce -1.3% 12,990 $5.1M
B & T Capital Management DBA Alpha Capital Management 0.96% Reduce -16.6% 12,987 $5.1M
Thoroughbred Financial Services, LLC 0.33% Add +1.6% 12,985 $5.1M
Caprock Group, LLC 0.18% Add +14.7% 12,937 $5.1M
Faithward Advisors, LLC 0.88% Reduce -3.6% 12,896 $5.0M
Liberty One Investment Management, LLC 0.51% Add +4.7% 12,785 $5.0M
Trust Co. of Vermont 0.25% Reduce -1.6% 12,745 $5.0M
Stonebridge Capital Management Inc. 1.98% No change 12,722 $5.0M
Iowa State Bank 1.02% Reduce -0.9% 12,706 $5.0M
Gouws Capital LLC 3.34% Add +9.6% 12,657 $5.0M
DT Investment Partners, LLC 0.40% Add +0.8% 12,654 $4.9M
Hayek Kallen Investment Management 1.75% Reduce -0.6% 12,619 $4.9M
Weiss Asset Management LP 0.18% Reduce -60.5% 12,601 $4.9M
Azimuth Capital Investment Management LLC 0.19% Add +4.9% 12,550 $4.9M
Ogorek Anthony Joseph /NY/ 1.68% Add +0.7% 12,541 $4.9M
Plimoth Trust Co. LLC 1.23% Reduce -1.4% 12,529 $4.9M
Jacobi Capital Management LLC 0.37% Add +2.5% 12,517 $4.9M
Barbara Oil Co. 2.00% No change 12,500 $4.9M
Johnson Investment Counsel Inc. 0.05% Add +10.2% 12,499 $4.9M
Applied Capital LLC 3.80% Reduce -0.4% 12,466 $4.9M
Vista Investment Partners LLC 1.55% Add +0.3% 12,365 $4.8M
J.P. Marvel Investment Advisors, LLC 0.79% Reduce -0.1% 12,347 $4.8M
Global Wealth Management Investment Advisory, Inc. 1.04% Add +3.2% 12,334 $4.8M
Laird Norton Wetherby Wealth Management, LLC 0.22% Reduce -6.0% 12,311 $4.8M
North Star Investment Management Corp. 0.33% Add +0.1% 12,306 $4.8M
Old National Bancorp 0.11% Reduce -16.3% 12,242 $4.8M
Sapient Capital LLC 0.10% Add +0.2% 12,213 $4.8M
Mather Group, Llc. 0.06% Reduce -51.3% 12,168 $4.8M
Essex Financial Services, Inc. 0.34% Reduce -22.5% 12,189 $4.7M
Seizert Capital Partners, LLC 0.21% Add +31.1% 12,084 $4.7M
Modus Advisors, LLC 1.55% Add +7.1% 12,057 $4.7M
Signaturefd, LLC 0.09% Reduce -1.6% 12,010 $4.7M
Meeder Advisory Services, Inc. 0.30% Add +0.0% 11,991 $4.7M
New Hampshire Trust 0.99% Reduce -0.3% 11,803 $4.6M
Slow Capital, Inc. 0.71% Reduce -1.0% 11,785 $4.6M
Kingsview Wealth Management, LLC 0.10% Add +0.7% 11,736 $4.6M
Procyon Advisors, LLC 0.31% Add +0.3% 11,659 $4.6M
Eagle Asset Management Inc. 0.02% Reduce -42.2% 11,556 $4.5M
Providence Wealth Advisors, LLC 3.36% Add +1.0% 11,705 $4.5M
Whitener Capital Management, Inc. 1.28% Reduce -4.5% 11,543 $4.5M
Argyle Capital Management, LLC 1.79% Reduce -3.5% 11,519 $4.5M
Spirit of America Management Corp. 0.90% No change 11,490 $4.5M
Frank, Rimerman Advisors LLC 0.32% Add +0.2% 11,483 $4.5M
Members Trust Co 0.15% Reduce -6.5% 11,468 $4.5M
Verition Fund Management LLC 0.03% Reduce -25.3% 11,463 $4.5M
Nicholas Hoffman & Company, LLC. 0.19% Add +1.9% 11,454 $4.5M
Gladstone Institutional Advisory LLC 0.22% Add +26.1% 11,445 $4.5M
Sound View Wealth Advisors Group, LLC 0.36% Add +16.9% 11,408 $4.5M
Stevens Capital Management LP 0.63% New 11,403 $4.5M
Traynor Capital Management, Inc. 0.36% Add +4.5% 11,271 $4.4M
Moneta Group Investment Advisors LLC 0.06% Add +0.6% 11,244 $4.4M
MWA Asset Management 2.92% Reduce -0.2% 11,239 $4.4M
Creative Financial Designs Inc. 0.37% Reduce -0.4% 11,236 $4.4M
Wakefield Asset Management LLLP 1.43% Reduce -0.3% 11,206 $4.4M
OneAscent Financial Services LLC 3.14% New 11,171 $4.4M
Regency Capital Management Inc.\DE 2.40% Add +1.4% 11,152 $4.4M
Smith, Moore & Co. 0.42% Reduce -1.4% 11,120 $4.3M
Money Concepts Capital Corp. 0.33% Add +0.7% 11,086 $4.3M
Focus Financial Network, Inc. 0.18% Reduce -0.9% 11,063 $4.3M
Capital Investment Counsel, Inc 0.62% Reduce -0.1% 11,030 $4.3M
CPA Asset Management Group, LLC 2.08% No change 11,009 $4.3M
BLB&B Advisors, LLC 0.22% Reduce -2.0% 10,944 $4.3M
Occidental Asset Management, LLC 0.69% Add +5.7% 10,920 $4.3M
CWA Asset Management Group, LLC 0.23% — 10,915 $4.3M
Argent Financial Group, Inc. 0.50% — 10,871 $4.3M
Legacy Financial Strategies, LLC 0.94% Add +3.0% 10,835 $4.2M
Hudson Capital Management LLC 1.40% Add +4.6% 10,829 $4.2M
Whalerock Point Partners, LLC 1.04% Add +0.5% 10,792 $4.2M
Ibex Wealth Advisors 1.16% Reduce -89.5% 1,002 $4.2M
Asset Management Group, Inc. 0.59% Reduce -2.9% 10,739 $4.2M
Boyd Watterson Asset Management LLC 1.16% Reduce -0.1% 10,732 $4.2M
MV Capital Management, Inc. 0.44% No change 10,713 $4.2M
Tritonpoint Wealth, LLC 0.38% Add +0.9% 10,711 $4.2M
Graypoint LLC 0.27% Add +1.1% 10,708 $4.2M
Vestor Capital, LLC 0.33% New 10,687 $4.2M
Harbor Capital Advisors, Inc. 0.18% Add +0.7% 10,606 $4.1M
Trust Co. of Toledo NA 0.56% Add +2.5% 10,491 $4.1M
KMG Fiduciary Partners, LLC 0.35% Add +2.3% 10,412 $4.1M
Kinloch Capital, LLC 1.96% Reduce -3.4% 10,335 $4.0M
Onex Canada Asset Management Inc. 0.47% No change 10,325 $4.0M
Mystic Asset Management, Inc. 1.52% Reduce -1.3% 10,315 $4.0M
Great Valley Advisor Group, Inc. 0.10% Reduce -28.7% 10,295 $4.0M
Mitchell McLeod Pugh & Williams Inc. 0.84% Reduce -0.4% 10,269 $4.0M
NorthRock Partners, LLC 0.13% Add +4.2% 10,264 $4.0M
Pure Financial Advisors, LLC 0.10% Reduce -3.9% 10,258 $4.0M
Independent Financial Group, LLC 0.15% Add +5.1% 10,250 $4.0M
Monetary Management Group Inc. 1.03% Add +0.6% 10,227 $4.0M
CreativeOne Wealth, LLC 0.13% Add +14.2% 10,130 $4.0M
Naples Global Advisors, LLC 0.37% Reduce -1.3% 10,053 $3.9M
BNC Wealth Management, LLC 1.44% Add +7.6% 10,024 $3.9M
Mgo One Seven LLC 0.17% Add +11.3% 10,013 $3.9M
Evercore Wealth Management, LLC 0.06% Reduce -1.5% 9,973 $3.9M
Profund Advisors LLC 0.15% Reduce -17.6% 9,955 $3.9M
Schnieders Capital Management LLC 0.74% Add +0.5% 9,905 $3.9M
Brendel Financial Advisors LLC 2.19% Add +4.8% 9,894 $3.9M
PFG Advisors 0.24% Reduce -7.0% 9,882 $3.9M
Argent Trust Co 0.16% Reduce -0.1% 9,866 $3.9M
Midland Wealth Advisors, LLC 0.23% Reduce -14.7% 9,865 $3.9M
Cumberland Advisors Inc. 1.53% No change 9,850 $3.9M
First Dallas Securities Inc. 1.61% Reduce -2.0% 9,847 $3.9M
Truvestments Capital LLC 1.03% Add +0.1% 9,830 $3.8M
LMG Wealth Partners, LLC 0.88% Add +2.0% 9,824 $3.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.11% Reduce -10.5% 9,812 $3.8M
Consolidated Capital Management, LLC 1.67% Reduce -9.6% 9,808 $3.8M
Cullen/Frost Bankers, Inc. 0.05% Reduce -2.4% 9,785 $3.8M
Baldwin Investment Management, LLC 0.48% Reduce -3.0% 9,751 $3.8M
Mill Capital Management, LLC 0.30% No change 9,737 $3.8M
Wellington Shields & Co., LLC 1.14% No change 9,608 $3.8M
SeaCrest Wealth Management, LLC 0.40% Reduce -0.3% 9,602 $3.8M
First National Bank & Trust Co. of Newtown 0.72% Add +0.7% 9,589 $3.8M
WR Wealth Planners, LLC 1.04% Reduce -0.2% 9,589 $3.8M
J.W. Cole Advisors, Inc. 0.16% Add +7.4% 9,572 $3.7M
RB Capital Management, LLC 0.92% Add +1.6% 9,563 $3.7M
Hudock, Inc. 0.64% Reduce -4.3% 9,521 $3.7M
Palisade Asset Management, LLC 0.36% Add +0.3% 9,480 $3.7M
Cannon Advisors, Inc. 3.03% — 9,476 $3.7M
Pinnacle Holdings, LLC 1.64% Reduce -0.7% 9,468 $3.7M
Avitas Wealth Management LLC 0.52% Add +1.7% 9,464 $3.7M
Nilsine Partners, LLC 0.48% Add +0.2% 9,452 $3.7M
Jaffetilchin Investment Partners, LLC 0.28% Add +6.8% 9,431 $3.7M
Cambridge Advisors Inc. 0.81% Reduce -1.1% 9,424 $3.7M
Global Trust Asset Management, LLC 1.36% Add +0.7% 9,397 $3.7M
Caldwell Sutter Capital, Inc. 1.71% Reduce -7.4% 9,367 $3.7M
Buckley Wealth Management, LLC 1.13% Reduce -0.1% 9,347 $3.7M
Asahi Life Asset Management Co., LTD. 2.21% Reduce -12.1% 9,343 $3.7M
Finer Wealth Management, Inc. 2.26% Reduce -4.6% 9,343 $3.7M
McKinley Carter Wealth Services, Inc. 0.22% Reduce -0.1% 9,334 $3.7M
Davidson Capital Management Inc. 1.05% Add +44247.6% 9,313 $3.6M
Parallel Advisors, LLC 0.09% Add +16.4% 9,305 $3.6M
Concord Wealth Partners 0.61% Add +5.9% 9,294 $3.6M
1ST Source Bank 0.20% Reduce -6.7% 9,282 $3.6M
Family Manage LLC 0.60% Add +6.0% 9,228 $3.6M
HBK Sorce Advisory LLC 0.11% Add +0.7% 9,228 $3.6M
Aire Advisors, LLC 0.79% Add +0.0% 9,112 $3.6M
Hennessy Advisors Inc. 0.11% Reduce -2.1% 9,100 $3.6M
River Street Advisors LLC 1.95% Add +0.1% 9,092 $3.6M
Vise Technologies, Inc. 0.45% Add +29.0% 9,028 $3.5M
Penobscot Investment Management Company, Inc. 0.32% Add +1.1% 9,005 $3.5M
South Dakota Investment Council 0.07% No change 8,964 $3.5M
L2 Asset Management, LLC 0.95% Reduce -1.3% 8,960 $3.5M
V-Square Quantitative Management LLC 0.51% Add +11.3% 8,940 $3.5M
Douglass Winthrop Advisors, LLC 0.07% Add +0.1% 8,908 $3.5M
Modern Wealth Management, LLC 0.21% Add +14.6% 8,847 $3.5M
AlTi Global, Inc. 0.08% Add +3.3% 8,845 $3.5M
Acadian Asset Management LLC 0.01% Reduce -7.6% 8,766 $3.4M
Cullen Investment Group, LTD. 0.51% Add +0.3% 8,710 $3.4M
Hanson & Doremus Investment Management 0.54% Reduce -0.3% 8,703 $3.4M
Ti-Trust, Inc. 2.43% No change 8,692 $3.4M
Gould Capital, LLC 2.23% Reduce -1.8% 8,677 $3.4M
Daymark Wealth Partners, LLC 0.14% Add +0.1% 128,360 $3.4M
Qtron Investments LLC 0.46% Add +5.6% 8,587 $3.4M
Westpac Banking Corp. 0.22% Add +4.5% 8,574 $3.4M
Fidelis Capital Partners, LLC 0.40% Add +5.5% 8,684 $3.3M
Martingale Asset Management L P 0.08% Add +99.6% 8,563 $3.3M
Smith Salley Wealth Management 0.22% Reduce -1.5% 8,544 $3.3M
Y-Intercept (Hong Kong) Ltd 0.20% Reduce -50.0% 8,535 $3.3M
Abn Amro Investment Solutions 0.06% Reduce -1.3% 8,511 $3.3M
JT Stratford LLC 0.57% Add +68.3% 8,474 $3.3M
Verdence Capital Advisors LLC 0.26% Add +11.6% 8,472 $3.3M
Lake Street Advisors Group, LLC 0.15% Reduce -47.6% 8,454 $3.3M
Zhang Financial LLC 0.21% Add +2.8% 8,422 $3.3M
Cornell Pochily Investment Advisors, Inc. 1.14% Add +0.0% 8,411 $3.3M
First Horizon Advisors, Inc. 0.09% Reduce -1.9% 8,399 $3.3M
Seven Eight Capital, LP 0.29% Add +434.6% 8,393 $3.3M
Radnor Capital Management, LLC 0.49% New 8,362 $3.3M
Ballentine Partners, LLC 0.06% Add +16.2% 8,361 $3.3M
Park National Corp. 0.11% Reduce -2.1% 8,345 $3.3M
Core Wealth Advisors, Inc. 1.04% Add +0.1% 8,332 $3.3M
Rothschild Investment LLC 0.21% Reduce -1.7% 8,326 $3.3M
Main Street Financial Solutions, LLC 0.30% Add +877.0% 8,324 $3.3M
Susquehanna Portfolio Strategies, LLC 0.22% No change 8,300 $3.2M
Inspire Advisors, LLC 0.39% Add +25.8% 8,266 $3.2M
Lifeworks Advisors, LLC 0.64% Add +3.3% 8,260 $3.2M
Atlantic Union Bankshares Corp 0.19% Reduce -3.4% 8,247 $3.2M
Boltwood Capital Management 0.95% Reduce -0.2% 8,237 $3.2M
Tradewinds, LLC. 0.99% Add +3.6% 8,236 $3.2M
Adirondack Trust Co. 1.24% Reduce -6.8% 8,235 $3.2M
Horizon Kinetics Asset Management LLC 0.05% Add +26.9% 8,216 $3.2M
Graphene Investments SAS 2.06% Reduce -11.8% 8,200 $3.2M
Secured Retirement Advisors, LLC 2.31% Add +3.1% 8,193 $3.2M
Becker Capital Management Inc. 0.10% Reduce -2.4% 8,184 $3.2M
Loudon Investment Management, LLC 1.75% Reduce -3.0% 8,163 $3.2M
Choate Investment Advisors 0.08% Reduce -2.0% 8,151 $3.2M
IFP Advisors, Inc 0.11% Add +8.5% 8,118 $3.2M
Mission Wealth Management, LP 0.08% Add +21.5% 8,112 $3.2M
Lowe Brockenbrough & Co. Inc. 0.20% Reduce -8.8% 8,094 $3.2M
Horizon Investments, LLC 0.08% Add +63.0% 8,123 $3.2M
Focus Partners Advisor Solutions, LLC 0.07% Add +17.6% 8,079 $3.2M
Oxbow Advisors, LLC 0.32% Add +0.1% 8,069 $3.2M
Farther Finance Advisors, LLC 0.12% Add +24.5% 8,044 $3.1M
G&S Capital LLC 1.32% Reduce -1.0% 8,036 $3.1M
Private Trust Co. NA 0.32% Add +1.0% 8,031 $3.1M
Mb, Levis & Associates, LLC 1.55% Reduce -0.3% 8,030 $3.1M
Oddo BHF Asset Management Sas 0.16% — 8,009 $3.1M
Cohen Klingenstein LLC 0.11% No change 8,000 $3.1M
GAMMA Investing LLC 0.31% Add +33.1% 7,980 $3.1M
Bowen Hanes & Co. Inc. 0.08% Reduce -0.8% 7,944 $3.1M
Valley Brook Capital Group, Inc. 2.23% Add +4.1% 7,935 $3.1M
Old Port Advisors 0.86% Reduce -2.1% 7,922 $3.1M
MIdWestOne Financial Group, Inc. 0.43% No change 7,919 $3.1M
Fruth Investment Management 0.80% Reduce -0.3% 7,903 $3.1M
Field & Main Bank 1.09% Add +0.6% 7,828 $3.1M
Gifford Fong Associates 0.76% No change 7,800 $3.1M
Murphy, Middleton, Hinkle & Parker, Inc. 1.64% Reduce -3.0% 7,780 $3.0M
Investors Asset Management of Georgia Inc. /Ga/ 1.43% Reduce -0.0% 7,760 $3.0M
Ellis Investment Partners, LLC 0.59% Reduce -1.6% 7,722 $3.0M
Focused Wealth Management, Inc 0.40% Add +0.6% 7,668 $3.0M
Beacon Bank & Trust 0.70% Reduce -4.4% 7,662 $3.0M
Ritholtz Wealth Management 0.09% Add +19.6% 7,643 $3.0M
Gables Capital Management Inc. 1.51% Add +5.8% 7,640 $3.0M
United Community Bank 1.17% Add +0.9% 7,631 $3.0M
JBR Co Financial Management Inc 1.95% No change 7,622 $3.0M
Court Place Advisors, LLC 0.87% Reduce -4.3% 7,619 $3.0M
Capital Asset Advisory Services LLC 0.15% Reduce -3.1% 7,656 $3.0M
Dorsey & Whitney Trust CO LLC 0.16% Add +7.8% 7,587 $3.0M
Exchange Bank 2.42% No change 7,578 $3.0M
D. Scott Neal, Inc. 1.56% No change 7,549 $3.0M
Ashton Thomas Private Wealth, LLC 0.16% Reduce -1.0% 7,543 $3.0M
Diversified Trust Co. 0.07% Add +16.5% 7,486 $2.9M
Cozad Asset Management Inc. 0.28% Add +4.3% 7,425 $2.9M
Compton Wealth Advisory Group, LLC 0.73% Add +0.8% 7,390 $2.9M
Convergence Investment Partners, LLC 0.78% Reduce -15.3% 7,381 $2.9M
Columbia Bank 1.05% Reduce -2.8% 7,314 $2.9M
AAFMAA Wealth Management & Trust LLC 1.26% Add +1.6% 7,308 $2.9M
CGN Advisors LLC 0.29% Add +4.9% 7,307 $2.9M
Little House Capital LLC 0.82% Add +1.7% 7,306 $2.9M
FLC Capital Advisors 0.66% Reduce -9.2% 7,297 $2.9M
Orleans Capital Management Corp. 1.62% Reduce -1.2% 7,278 $2.8M
Sumitomo Life Insurance Co. 0.06% Add +2.4% 7,266 $2.8M
Sheaff Brock Investment Advisors, LLC 0.25% Add +0.5% 7,238 $2.8M
Ignite Planners, LLC 0.65% Reduce -9.8% 7,217 $2.8M
Chapin Davis, Inc. 0.91% Reduce -14.8% 7,170 $2.8M
Franklin Street Advisors Inc. 0.19% Reduce -0.8% 7,150 $2.8M
Legacy Bridge, LLC 1.51% Add +0.2% 7,148 $2.8M
Heritage Wealth Management, Inc. 0.92% Reduce -1.2% 7,146 $2.8M
Stamos Capital Partners, L.P. 0.66% Reduce -23.7% 7,130 $2.8M
Oarsman Capital, Inc. 0.52% Add +4.3% 7,122 $2.8M
Insigneo Advisory Services, LLC 0.28% Reduce -7.4% 7,110 $2.8M
Cross Staff Investments Inc 2.14% No change 7,104 $2.8M
Argent Advisors, Inc. 1.03% Reduce -2.1% 7,100 $2.8M
D L Carlson Investment Group Inc. 0.50% New 7,082 $2.8M
Fox Hill Wealth Management 1.52% Reduce -1.2% 7,073 $2.8M
Fort Point Capital Partners LLC 0.34% Add +1.6% 7,037 $2.8M
Western Wealth Management, LLC 0.16% Add +63.1% 7,014 $2.7M
Tyche Wealth Partners LLC 0.62% Reduce -0.8% 6,983 $2.7M
Triangle Securities Wealth Management 0.71% Reduce -1.4% 6,977 $2.7M
Wedmont Private Capital 0.16% Add +10.9% 6,846 $2.7M
Quest Investment Management LLC 0.32% No change 6,968 $2.7M
Modera Wealth Management, LLC 0.03% Add +1.8% 6,942 $2.7M
44 Wealth Management LLC 0.95% — 7,034 $2.7M
Lake Street Private Wealth, LLC 0.44% Reduce -37.6% 6,906 $2.7M
Howland Capital Management LLC 0.12% Reduce -0.3% 6,901 $2.7M
Rollins Financial Advisors, LLC 0.45% Reduce -2.0% 6,897 $2.7M
Symphony Financial, Ltd. Co. 0.44% Add +7.2% 6,787 $2.7M
Foundations Investment Advisors, LLC 0.06% Add +8.9% 6,831 $2.7M
Staley Capital Advisers Inc. 0.12% No change 6,800 $2.7M
BCM Advisors, LLC 0.61% Add +0.8% 7,056 $2.7M
Hilton Capital Management, LLC 0.21% No change 6,783 $2.7M
Stone Summit Wealth LLC 0.85% Reduce -1.4% 6,721 $2.6M
Ar Asset Management Inc. 0.59% No change 6,700 $2.6M
Trust Investment Advisors 1.67% Reduce -7.7% 6,692 $2.6M
Quadrant Capital Group LLC 0.18% Add +1.5% 6,676 $2.6M
Arkadios Wealth Advisors 0.15% Add +4.7% 6,671 $2.6M
Ontario Teachers Pension Plan Board 0.02% Reduce -59.8% 6,649 $2.6M
Schear Investment Advisers, LLC 1.60% Add +10.8% 6,628 $2.6M
Arete Wealth Advisors, LLC 0.22% Reduce -1.9% 6,622 $2.6M
Slagle Financial, LLC 1.15% Add +5.3% 6,598 $2.6M
Resources Management Corp. /CT/ 0.35% No change 6,594 $2.6M
AMG National Trust Bank 0.07% Reduce -28.4% 6,593 $2.6M
Valley National Advisers Inc. 0.46% Add +347.6% 6,585 $2.6M
Indiana Trust & Investment Management Co 0.88% Add +20.0% 6,574 $2.6M
Stonegate Investment Group, LLC 0.07% Add +1.3% 6,572 $2.6M
Trueblood Wealth Management, LLC 1.29% Reduce -0.6% 6,551 $2.6M
Harbour Investments, Inc. 0.08% Add +2.9% 6,548 $2.6M
Greenfield Savings Bank 1.21% Reduce -1.5% 6,544 $2.6M
Affinity Investment Advisors, LLC 1.75% Reduce -0.6% 6,527 $2.6M
Vivid Wealth Management, LLC 1.33% Add +1.3% 6,518 $2.5M
Pinnacle Wealth Management, LLC 3.05% Reduce -10.9% 6,512 $2.5M
Lanark Financial, Inc. 0.21% Reduce -4.2% 6,512 $2.5M
RFG Advisory, LLC 0.08% Reduce -2.2% 6,507 $2.5M
Avantax Planning Partners, Inc. 0.09% Reduce -5.5% 6,502 $2.5M
Massachusetts Wealth Management 1.59% Add +1.3% 6,457 $2.5M
Fairhaven Wealth Management, LLC 0.77% Add +2.5% 6,449 $2.5M
St Germain D J Co. Inc. 0.12% Add +4.0% 6,435 $2.5M
Cascade Investment Advisors, Inc. 1.60% Add +0.1% 6,415 $2.5M
ClariVest Asset Management LLC 0.26% No change 7,518 $2.5M
Coastline Trust Co 0.29% Add +4.4% 6,376 $2.5M
Perkins Coie Trust Co 0.55% Add +1.3% 6,361 $2.5M
Concord Asset Management, LLC 0.56% Add +14.3% 6,359 $2.5M
Glen Eagle Advisors, LLC 0.42% Add +8.7% 6,346 $2.5M
Thompson Siegel & Walmsley LLC 0.04% Add +0.9% 6,344 $2.5M
TKG Advisors, LLC 1.22% Add +78.2% 6,304 $2.5M
River Wealth Advisors LLC 0.33% Reduce -1.5% 6,303 $2.5M
Wilson & Boucher Capital Management, LLC 1.69% Reduce -0.5% 6,281 $2.5M
Insight Wealth Strategies, LLC 0.32% Add +2.0% 6,249 $2.4M
Great Lakes Retirement, Inc. 0.31% Add +12.4% 6,247 $2.4M
Essex Bank 0.61% Add +3.1% 6,244 $2.4M
Ramirez Asset Management, Inc. 0.47% No change 6,238 $2.4M
Haverford Trust Co 0.02% Add +4.9% 6,210 $2.4M
Nemes Rush Group LLC 0.35% Reduce -0.3% 6,622 $2.4M
Syon Capital LLC 0.21% Add +8.1% 6,202 $2.4M
Weatherly Asset Management L. P. 0.21% Add +9.7% 6,187 $2.4M
Bayesian Capital Management, LP 0.28% New 6,159 $2.4M
Forum Financial Management, LP 0.04% Reduce -0.9% 6,153 $2.4M
Oak Asset Management, LLC 0.85% Reduce -6.5% 6,145 $2.4M
WealthPlan Investment Management, LLC 0.24% Add +590.0% 6,141 $2.4M
Eads & Heald Wealth Management 1.14% Add +0.7% 6,133 $2.4M
Mattern Wealth Management LLC 0.53% Reduce -0.3% 6,129 $2.4M
AdvisorNet Financial, Inc 0.18% Add +158.9% 6,118 $2.4M
Checchi Capital Advisers, LLC 0.18% Reduce -1.1% 6,117 $2.4M
Biltmore Family Office, LLC 0.41% Add +1.4% 6,115 $2.4M
Linden Thomas Advisory Services, LLC 0.33% Add +15.6% 6,105 $2.4M
Bartlett & Co. Wealth Management LLC 0.03% Reduce -17.7% 6,092 $2.4M
Stoneridge Investment Partners LLC 0.88% Reduce -0.8% 6,043 $2.4M
Osborne Partners Capital Management, LLC 0.13% Reduce -0.2% 6,040 $2.4M
Sargent Investment Group, LLC 0.42% Add +13.1% 6,029 $2.4M
Weaver Capital Management LLC 0.71% Reduce -3.0% 6,012 $2.4M
Csenge Advisory Group 0.12% Reduce -0.8% 5,841 $2.3M
Crown Oak Advisors, LLC 1.30% No change 6,000 $2.3M
Kovack Advisors, Inc. 0.25% Add +0.7% 5,999 $2.3M
Keudell/Morrison Wealth Management 0.63% No change 5,972 $2.3M
Watershed Private Wealth LLC 0.93% Reduce -1.6% 5,947 $2.3M
Clark Capital Management Group, Inc. 0.02% Add +25.8% 5,943 $2.3M
Bridgeway Capital Management, LLC 0.05% No change 5,940 $2.3M
Eagle Rock Investment Company, LLC 0.39% No change 5,925 $2.3M
Gen-Wealth Partners Inc 1.01% Add +1.9% 6,101 $2.3M
Fairfield Financial Advisors, LTD 0.79% Add +7.2% 5,912 $2.3M
Aljian Capital Management, LLC 0.54% Add +168.7% 5,911 $2.3M
HHM Wealth Advisors, LLC 0.33% Add +6.0% 5,900 $2.3M
Meiji Yasuda Life Insurance Co 0.04% Reduce -78.3% 5,893 $2.3M
Bridges Investment Management Inc. 0.03% Add +3.1% 5,881 $2.3M
WD Rutherford LLC 1.12% Add +39.6% 5,852 $2.3M
First National Bank Sioux Falls 1.04% Reduce -2.0% 5,851 $2.3M
Westwood Holdings Group Inc. 0.02% Add +0.1% 5,846 $2.3M
Bragg Financial Advisors, Inc 0.09% Reduce -1.9% 5,833 $2.3M
Pacific Wealth Strategies Group, Inc. 1.70% Add +2.1% 5,832 $2.3M
Parkside Financial Bank & Trust 0.32% Add +3.8% 5,828 $2.3M
Bahl & Gaynor LLC 0.01% Add +7.1% 5,807 $2.3M
Concourse Financial Group Securities, Inc. 0.14% Add +14.5% 5,804 $2.3M
Graham Capital Management, L.P. 0.12% New 5,800 $2.3M
CNB Bank 1.05% Add +8.8% 5,787 $2.3M
Shepherd Financial Partners LLC 0.27% Add +2.9% 5,784 $2.3M
Investment House LLC 0.12% Add +2.9% 5,783 $2.3M
Naviter Wealth, LLC 0.31% Reduce -1.1% 5,750 $2.2M
Cottage Street Advisors LLC 1.22% Reduce -0.4% 5,742 $2.2M
ARS Wealth Advisors Group, LLC 0.28% Add +8.6% 5,732 $2.2M
Arbor Trust Wealth Advisors, LLC 1.18% No change 6,721 $2.2M
Aaron Wealth Advisors LLC 0.27% Add +15.8% 5,721 $2.2M
Intellectus Partners, LLC 0.57% Add +3.0% 5,720 $2.2M
RFP Financial Group LLC 0.73% Add +98.4% 5,714 $2.2M
LGT Group Foundation 0.04% Add +2.3% 5,650 $2.2M
Beaton Management Co. Inc. 1.12% No change 5,653 $2.2M
Cookson Peirce & Co. Inc. 0.10% Add +7.1% 5,603 $2.2M
Clearbridge Investments, LLC 0.00% Reduce -6.1% 5,596 $2.2M
Advisors Management Group Inc. 0.52% Reduce -1.3% 5,592 $2.2M
Pine Valley Investments Ltd Liability Co 0.15% Reduce -0.4% 5,550 $2.2M
CFM Wealth Partners LLC 0.38% Add +0.9% 5,540 $2.2M
Old Mission Investment Co LLC 0.66% Add +5.1% 5,521 $2.2M
DRW Securities, LLC 0.12% Reduce -38.6% 5,501 $2.2M
Connecticut Wealth Management, LLC 0.10% No change 5,500 $2.2M
Nations Financial Group Inc, /Ia/ 0.16% Reduce -3.3% 5,494 $2.1M
WBH Advisory Inc. 0.20% Reduce -4.0% 5,493 $2.1M
Cooper Financial Group 0.28% Add +6.1% 5,490 $2.1M
Alaethes Wealth, LLC 0.79% Reduce -1.0% 5,464 $2.1M
International Assets Investment Management, LLC 0.17% Add +1.3% 5,463 $2.1M
True North Advisors, LLC 0.56% No change 5,455 $2.1M
Wealthspire Advisors, LLC 0.02% Add +13.3% 5,451 $2.1M
Y.D. More Investments Ltd 0.22% Reduce -27.1% 5,429 $2.1M
Greater Midwest Financial Group, LLC 1.24% Add +2.3% 5,420 $2.1M
Aster Capital Management (DIFC) Ltd 0.46% — 5,397 $2.1M
SevenBridge Financial Group, LLC 0.40% Add +6.2% 5,272 $2.1M
Atlas Brown,Inc. 0.72% Reduce -16.3% 5,335 $2.1M
Patton Albertson Miller Group, LLC 0.28% No change 5,334 $2.1M
Charles Schwab Trust Co 0.18% Reduce -10.1% 5,301 $2.1M
Cladis Investment Advisory, LLC 1.44% Reduce -0.3% 5,300 $2.1M
Curi Capital, LLC 0.05% Reduce -0.0% 5,297 $2.1M
Legacy Capital Group California, Inc. 0.69% Reduce -2.2% 5,293 $2.1M
LGT Fund Management Co Ltd. 0.21% New 5,249 $2.1M
Guardian Investment Management 1.78% No change 5,287 $2.1M
PFG Investments, LLC 0.13% Add +1.6% 5,268 $2.1M
West Oak Capital, LLC 1.01% Add +0.8% 5,267 $2.1M
Eldridge Investment Advisors, Inc. 0.48% Add +8.2% 5,263 $2.1M
GPS Wealth Strategies Group, LLC 0.27% Reduce -1.4% 5,235 $2.0M
Benedict Financial Advisors Inc. 0.48% Reduce -10.3% 5,221 $2.0M
Trust Point Inc. 0.15% Add +1.6% 5,217 $2.0M
AXS Investments LLC 0.55% Reduce -12.9% 5,208 $2.0M
Moody National Bank Trust Division 0.22% Add +8.6% 5,201 $2.0M
Lockheed Martin Investment Management Co. 0.09% New 5,200 $2.0M
Applied Finance Capital Management, LLC 0.09% Add +8.8% 5,197 $2.0M
Ingalls & Snyder LLC 0.08% Add +7.2% 5,195 $2.0M
Northern Financial Advisors Inc 1.54% Reduce -0.2% 5,186 $2.0M
Cyndeo Wealth Partners, LLC 0.14% Add +6.6% 5,159 $2.0M
Garrison Point Advisors, LLC 1.25% Reduce -0.6% 5,150 $2.0M
Exencial Wealth Advisors, LLC 0.07% Reduce -1.6% 5,140 $2.0M
NewEdge Wealth, LLC 0.04% Add +331.3% 5,107 $2.0M
Stratos Wealth Advisors, LLC 0.09% Add +3.5% 5,103 $2.0M
Courier Capital LLC 0.14% Add +1.1% 5,102 $2.0M
GYL Financial Synergies, LLC 0.15% Add +1.9% 5,078 $2.0M
Accurate Wealth Management, LLC 0.40% Add +5.6% 5,114 $2.0M
Cigna Investments Inc. 0.35% Reduce -0.7% 5,032 $2.0M
Beacon Investment Advisors LLC 0.93% Add +3.8% 5,025 $2.0M
Garde Capital, Inc. 0.13% No change 5,021 $2.0M
SOL Capital Management CO 0.22% No change 5,017 $2.0M
Wolff Financial Management LLC 0.53% New 5,014 $2.0M
Capital Investment Advisory Services, LLC 0.19% Add +3.2% 5,008 $2.0M
Princeton Capital Management LLC 0.62% Add +0.6% 5,004 $2.0M
Strategic Advisors LLC 0.36% Reduce -7.1% 4,994 $2.0M
L. Roy Papp & Associates, LLP 0.24% Reduce -4.8% 4,982 $1.9M
Opes Wealth Management LLC 0.37% Add +0.1% 4,981 $1.9M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.75% Reduce -10.1% 4,976 $1.9M
Flagship Harbor Advisors, LLC 0.11% Add +15.5% 4,968 $1.9M
Harbor Group, Inc. 0.45% No change 4,956 $1.9M
Institute for Wealth Management, LLC. 0.24% Add +1.2% 4,950 $1.9M
Pinnacle Wealth Management Advisory Group, LLC 0.18% Add +8.5% 4,946 $1.9M
Dumont & Blake Investment Advisors LLC 0.51% Reduce -50.0% 4,933 $1.9M
Schechter Investment Advisors, LLC 0.14% Add +2.8% 4,921 $1.9M
DHJJ Financial Advisors, Ltd. 0.76% Reduce -2.1% 4,913 $1.9M
FinTrust Capital Advisors, LLC 0.33% Add +1.8% 4,907 $1.9M
Diligent Investors, LLC 0.45% Add +2.6% 4,899 $1.9M
Pinnacle West Asset Management, Inc. 1.37% Add +1.0% 4,900 $1.9M
Brighton Jones LLC 0.07% Reduce -25.2% 4,890 $1.9M
Diamant Asset Management, Inc. 1.19% No change 4,858 $1.9M
High Falls Advisors, Inc 0.43% Reduce -0.2% 4,852 $1.9M
Douglas Lane & Associates, LLC 0.03% Reduce -0.7% 4,832 $1.9M
Waldron Private Wealth LLC 0.08% Add +1.2% 4,829 $1.9M
Advisory Alpha, LLC 0.07% Add +18.3% 4,827 $1.9M
Obermeyer Wealth Partners 0.10% Add +1.6% 4,821 $1.9M
Nwam LLC 0.11% Add +9.6% 4,802 $1.9M
Hohimer Wealth Management, LLC 0.40% Add +2.7% 4,763 $1.9M
Allen Wealth Management, LLC 1.28% Reduce -7.1% 4,720 $1.8M
Emprise Bank 1.06% Reduce -3.8% 4,713 $1.8M
Motiv8 Investments LLC 1.24% No change 4,699 $1.8M
Norden Group LLC 0.22% Add +168.8% 4,698 $1.8M
Tanglewood Legacy Advisors, LLC 0.81% No change 4,685 $1.8M
Hillsdale Investment Management Inc. 0.14% Add +21.8% 4,677 $1.8M
Donaldson Capital Management, LLC 0.07% Reduce -1.7% 4,669 $1.8M
Chilton Capital Management LLC 0.08% Reduce -11.4% 4,644 $1.8M
Rockland Trust Co. 0.09% Reduce -18.3% 4,640 $1.8M
Flaharty Asset Management, LLC 0.26% No change 4,637 $1.8M
Farmers Trust Co. 0.34% Reduce -0.4% 4,636 $1.8M
Redwood Investment Management, LLC 0.16% Reduce -6.7% 4,635 $1.8M
Woodard & Co. Asset Management Group Inc. 0.41% Add +3.2% 4,626 $1.8M
Catalyst Financial Partners LLC 0.35% Add +6.3% 4,623 $1.8M
Wealth Group, Ltd. 1.21% Reduce -11.9% 4,621 $1.8M
Roman Butler Fullerton & Co. 0.54% Add +0.1% 4,649 $1.8M
Balyasny Asset Management L.P. 0.00% Add +286.4% 4,610 $1.8M
IPG Investment Advisors LLC 0.39% Reduce -31.3% 4,603 $1.8M
Kerusso Capital Management LLC 1.14% Add +6.4% 4,585 $1.8M
Crawford Investment Counsel Inc. 0.03% Reduce -3.9% 4,575 $1.8M
Cypress Capital Group 0.20% Reduce -1.3% 4,573 $1.8M
Moneco Advisors, LLC 0.22% Reduce -0.2% 4,559 $1.8M
Mirabaud & Cie SA 0.52% Reduce -26.1% 4,553 $1.8M
Betterment LLC 0.00% New 4,539 $1.8M
UNIVEST FINANCIAL Corp 0.12% Add +351.2% 4,535 $1.8M
Cornerstone Wealth Group, LLC 0.15% Reduce -1.1% 4,519 $1.8M
Wrapmanager Inc. 0.46% Add +13.3% 4,511 $1.8M
Signal Advisors Wealth, LLC 0.25% New 4,511 $1.8M
Altshuler Shaham Ltd 0.11% Reduce -98.4% 4,511 $1.8M
Westhampton Capital, LLC 0.90% No change 4,510 $1.8M
Boston Family Office LLC 0.12% Reduce -3.2% 4,502 $1.8M
Composition Wealth, LLC 0.04% Add +1.3% 4,491 $1.8M
Clarius Group, LLC 0.12% Reduce -2.3% 4,491 $1.8M
Norway Savings Bank 0.95% Add +2.5% 4,477 $1.8M
Cornercap Investment Counsel Inc. 0.52% Reduce -38.5% 4,470 $1.7M
Old West Investment Management, LLC 0.67% No change 4,458 $1.7M
Charter Research & Investment Group, Inc. 1.28% No change 4,450 $1.7M
RS Crum Inc. 0.41% No change 4,430 $1.7M
Avidian Wealth Enterprises, LLC 0.08% Reduce -4.0% 4,421 $1.7M
Strategic Investment Advisors / MI 0.19% Reduce -1.4% 4,421 $1.7M
Widmann Financial Services, Inc. 1.31% Reduce -0.7% 4,421 $1.7M
Transamerica Financial Advisors, LLC 0.17% Reduce -8.0% 4,408 $1.7M
Optimum Investment Advisors 0.75% Reduce -8.1% 4,408 $1.7M
Lindbrook Capital, LLC 0.15% Reduce -17.1% 4,404 $1.7M
Blue Chip Partners, LLC 0.15% Reduce -4.5% 4,393 $1.7M
Blueshift Asset Management, LLC 0.43% Reduce -17.6% 4,392 $1.7M
CoreCap Advisors, LLC 0.08% New 4,390 $1.7M
Am Investment Strategies LLC 0.42% Add +0.0% 4,384 $1.7M
Shell Asset Management Co. 0.08% — 4,378 $1.7M
Ascentis Independent Advisors 0.27% Add +24.5% 4,368 $1.7M
Stonehage Fleming Financial Services Holdings Ltd 0.05% No change 4,371 $1.7M
IVC Wealth Advisors LLC 0.93% Add +0.1% 4,366 $1.7M
Kowal Investment Group, LLC 0.31% Add +3.0% 4,351 $1.7M
First Citizens Bank & Trust Co. 0.04% Reduce -0.3% 4,349 $1.7M
Total Clarity Wealth Management, Inc. 0.55% Add +2.8% 4,346 $1.7M
Amarillo National Bank 0.31% Add +1.6% 4,334 $1.7M
Larson Financial Group LLC 0.10% Add +25.8% 4,333 $1.7M
Sit Investment Associates Inc. 0.04% No change 4,300 $1.7M
WASHINGTON TRUST Co 0.06% Reduce -3.4% 4,300 $1.7M
Guerra Pan Advisors, LLC 1.34% Add +0.6% 4,291 $1.7M
Cobblestone Capital Advisors LLC 0.09% Add +0.2% 4,286 $1.7M
Woodward Diversified Capital, LLC 1.06% Reduce -1.0% 4,275 $1.7M
CRA Financial Services, LLC 0.31% No change 4,268 $1.7M
Point Windward Advisors Inc. 0.63% No change 4,250 $1.7M
Westover Capital Advisors, LLC 0.32% Add +22.3% 4,246 $1.7M
BNP Paribas 0.07% Add +0.4% 4,256 $1.7M
Oak Harvest Investment Services 0.24% Add +4.7% 4,240 $1.7M
Wealthspan Partners, LLC 0.82% Add +0.0% 4,237 $1.7M
Cardiff Park Advisors, LLC 0.15% Add +0.4% 4,236 $1.7M
Wealth Alliance Advisory Group, LLC 0.35% Add +7.5% 4,231 $1.7M
Allen Capital Group, LLC 0.21% Add +1.4% 4,221 $1.7M
Werlinich Asset Management, LLC 0.96% No change 4,217 $1.6M
Edgestream Partners, L.P. 0.07% Reduce -34.3% 4,216 $1.6M
First County Bank 0.81% Reduce -1.3% 4,215 $1.6M
Solstein Capital, LLC 0.87% No change 4,214 $1.6M
Lantz Financial LLC 0.45% Add +0.8% 4,214 $1.6M
Livforsakringsbolaget Skandia, Omsesidigt 0.09% Add +379.7% 4,202 $1.6M
Burke & Herbert Bank & Trust Co. 0.38% Reduce -3.7% 4,189 $1.6M
Aureus Asset Management, LLC 0.11% No change 4,178 $1.6M
Probity Advisors, Inc. 0.31% Reduce -6.9% 4,170 $1.6M
Byrne Asset Management LLC 1.14% Reduce -1.2% 4,169 $1.6M
First Manhattan Co. Llc. 0.00% Add +0.1% 4,164 $1.6M
Acorn Wealth Advisors, LLC 0.70% Reduce -2.8% 4,156 $1.6M
Southeast Asset Advisors, LLC 0.18% Add +0.1% 4,152 $1.6M
9258 Wealth Management, LLC 0.24% Add +3.7% 4,145 $1.6M
BBR Partners, LLC 0.12% Reduce -1.4% 4,132 $1.6M
World Equity Group, Inc. 0.58% Reduce -2.9% 4,115 $1.6M
Smithfield Trust Co 0.08% Reduce -0.8% 4,112 $1.6M
Savvy Advisors, Inc. 0.33% Add +104.9% 4,104 $1.6M
Journey Advisory Group, LLC 0.19% Add +2.1% 4,806 $1.6M
Hardy Reed LLC 0.14% Add +2.8% 4,093 $1.6M
Fort Sheridan Advisors LLC 0.24% Reduce -2.4% 4,086 $1.6M
Evergreen Capital Management LLC 0.05% Add +3.9% 4,077 $1.6M
Retirement Guys Formula LLC 0.74% Add +3.3% 4,058 $1.6M
Tower Bridge Advisors 0.17% Reduce -8.0% 4,055 $1.6M
Birch Hill Investment Advisors LLC 0.07% No change 4,044 $1.6M
Spreng Capital Management, Inc. 0.76% Reduce -28.9% 4,041 $1.6M
Confluence Wealth Services, Inc. 0.12% Add +5.4% 4,039 $1.6M
Aigen Investment Management, LP 0.31% New 4,037 $1.6M
ZWJ Investment Counsel Inc. 0.06% Reduce -0.0% 4,027 $1.6M
World Investment Advisors 0.05% Add +26.6% 4,012 $1.6M
Viking Fund Management LLC 0.25% No change 4,000 $1.6M
Delta Investment Management, LLC 0.32% Reduce -3.6% 3,998 $1.6M
Agf Management Ltd. 0.01% New 3,995 $1.6M
XML Financial, LLC 0.14% Reduce -15.7% 3,994 $1.6M
K.J. Harrison & Partners Inc 0.24% Reduce -0.5% 4,000 $1.6M
Cynosure Group, LLC 0.23% Reduce -60.5% 3,990 $1.6M
Security National Bank 0.21% No change 3,983 $1.6M
Hilltop Holdings Inc. 0.10% Add +38.8% 3,982 $1.6M
Xcel Wealth Management, LLC 0.46% Reduce -11.8% 3,969 $1.6M
Mayflower Financial Advisors, LLC 0.23% Add +0.3% 3,964 $1.6M
Pitcairn Co. 0.09% Add +2.5% 3,961 $1.5M
Elevate Wealth Advisory, Inc. 1.15% Reduce -0.0% 3,949 $1.5M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.66% Add +9.0% 3,937 $1.5M
City State Bank 0.56% Reduce -0.3% 3,936 $1.5M
Counterweight Ventures, LLC 1.09% Reduce -21.3% 3,932 $1.5M
Granite Investment Partners, LLC 0.07% Add +1.4% 3,929 $1.5M
Mainstay Capital Management LLC 0.26% Add +19.8% 3,927 $1.5M
Freedom Investment Management, Inc. 0.12% Reduce -7.2% 3,911 $1.5M
Bank & Trust Co 1.24% No change 3,905 $1.5M
Souders Financial Advisors 0.21% Add +6.8% 3,905 $1.5M
Cornerstone Wealth Management, LLC 0.11% Add +3.3% 3,903 $1.5M
High Net Worth Advisory Group LLC 0.43% No change 3,902 $1.5M
Venturi Wealth Management, LLC 0.08% Add +18.8% 3,897 $1.5M
Nicolet Advisory Services, LLC 0.14% Reduce -0.2% 3,892 $1.5M
NFSG Corp 0.53% Add +16.0% 3,863 $1.5M
Smartleaf Asset Management LLC 0.18% Add +39.3% 3,859 $1.5M
Everhart Financial Group, Inc. 0.33% Add +13.2% 3,856 $1.5M
Loomis Sayles & Co. L P 0.00% Add +120.3% 3,854 $1.5M
First Trust Investment Solutions L.P. 0.17% Reduce -25.2% 3,852 $1.5M
Cim Investment Management Inc. 0.44% Reduce -2.5% 3,848 $1.5M
Berger Financial Group, Inc 0.11% Reduce -1.5% 3,848 $1.5M
EverSource Wealth Advisors, LLC 0.10% Reduce -3.3% 3,836 $1.5M
Patten & Patten Inc. 0.10% Reduce -1.1% 3,824 $1.5M
LRI Investments, LLC 0.14% Add +106.5% 3,851 $1.5M
Portside Wealth Group, LLC 0.25% Reduce -17.8% 3,811 $1.5M
Gateway Wealth Partners, LLC 0.41% Add +3.8% 3,806 $1.5M
Everett Harris & Co. 0.02% No change 3,805 $1.5M
HCR Wealth Advisors 0.19% Add +9.0% 3,793 $1.5M
Journey Strategic Wealth LLC 0.05% Add +24.0% 3,782 $1.5M
Creegan & Nassoura Financial Group, LLC 0.93% Reduce -3.2% 3,780 $1.5M
180 Wealth Advisors, LLC 0.23% Reduce -2.4% 3,773 $1.5M
Northwest Quadrant Wealth Management, LLC 0.34% Add +0.3% 3,763 $1.5M
First Citizens Financial Corp 0.78% Reduce -0.8% 3,759 $1.5M
Patrick M Sweeney & Associates, Inc. 1.08% Add +1.2% 3,759 $1.5M
Silverlake Wealth Management LLC 0.56% Reduce -9.4% 3,739 $1.5M
Evernest Financial Advisors, LLC 0.39% Reduce -2.8% 3,729 $1.5M
Bluespring Wealth Management, LLC 0.15% Reduce -7.4% 3,726 $1.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.12% Reduce -4.8% 3,718 $1.5M
Trustmark Bank Trust Department 0.11% Reduce -24.4% 3,698 $1.4M
Burford Brothers, Inc. 0.75% Add +10.7% 3,695 $1.4M
Rehmann Capital Advisory Group 0.09% Add +0.4% 3,691 $1.4M
Missouri Trust & Investment Co 0.50% Reduce -0.1% 3,689 $1.4M
Northwest & Ethical Investments L.P. 0.04% Add +65.7% 3,678 $1.4M
Marble Harbor Investment Counsel, LLC 0.16% Reduce -0.3% 3,672 $1.4M
GMO 0.00% New 3,672 $1.4M
Sunbelt Securities, Inc. 0.14% Reduce -5.5% 3,666 $1.4M
Quad-Cities Investment Group, LLC 0.72% Reduce -7.5% 3,663 $1.4M
Fort Pitt Capital Group, LLC 0.04% Add +2.4% 3,661 $1.4M
McGlone Suttner Wealth Management, Inc. 0.30% Add +14.6% 3,646 $1.4M
Circle Wealth Management, LLC 0.03% No change 3,641 $1.4M
Rodgers Brothers Inc. 0.18% No change 3,640 $1.4M
PFC Capital Group, Inc. 0.68% No change 3,635 $1.4M
Promethium Advisors,llc 1.00% — 3,631 $1.4M
Live Oak Private Wealth LLC 0.23% Reduce -11.0% 3,631 $1.4M
Certuity, LLC 0.15% Reduce -2.9% 3,626 $1.4M
Zega Financial, LLC 0.47% Add +3.5% 3,625 $1.4M
Davis R M Inc. 0.03% Add +15.4% 3,601 $1.4M
Catalyst Funds Management Pty Ltd 0.31% Reduce -41.0% 3,600 $1.4M
Founders Financial Securities LLC 0.13% Reduce -24.7% 3,596 $1.4M
AA Financial Advisors, LLC 0.41% Add +4.4% 3,596 $1.4M
Thomasville National Bank 0.10% Reduce -0.2% 3,590 $1.4M
J. W. Coons Advisors, LLC 0.26% No change 3,580 $1.4M
Stratos Investment Management, LLC 0.10% Add +2.7% 3,575 $1.4M
Gilbert & Cook, Inc. 0.19% Add +0.1% 3,572 $1.4M
Worldquant Millennium Advisors LLC 0.01% Reduce -64.8% 3,572 $1.4M
Quintet Private Bank (Europe) S.A. 0.08% Reduce -0.4% 3,552 $1.4M
KG Capital Management 0.45% Add +10.3% 3,585 $1.4M
Performance Wealth Partners, LLC 0.05% Add +3.6% 3,547 $1.4M
Strategic Blueprint, LLC 0.09% Reduce -12.3% 3,545 $1.4M
Boston Research & Management Inc. 0.32% No change 3,542 $1.4M
Steigerwald, Gordon & Koch Inc. 0.15% No change 3,528 $1.4M
SS&H Financial Advisors, Inc. 0.50% No change 3,525 $1.4M
Pathway Financial Advisors LLC 0.35% No change 3,523 $1.4M
Texas Yale Capital Corp. 0.06% Add +17.2% 3,519 $1.4M
Wealth Architects, LLC 0.16% Reduce -0.2% 3,511 $1.4M
1900 Wealth Management LLC 0.12% Add +0.0% 3,509 $1.4M
Milestone Asset Management, LLC 0.31% Add +4.3% 3,504 $1.4M
Sequent Asset Management, LLC 0.68% Reduce -6.5% 3,498 $1.4M
FNY Investment Advisers, LLC 0.67% New 3,500 $1.4M
Raleigh Capital Management Inc. 0.53% Reduce -3.8% 3,490 $1.4M
Donoghue Forlines LLC 0.39% Add +91.0% 3,481 $1.4M
Advisor OS, LLC 0.14% Add +3.2% 3,468 $1.4M
Vanguard Capital Wealth Advisors 1.43% Add +0.8% 3,466 $1.4M
Savoie Capital LLC 0.17% No change 3,465 $1.4M
E Fund Management Co., Ltd. 0.07% Add +11.8% 3,456 $1.4M
Pinnacle Wealth Planning Services, Inc. 0.18% Reduce -7.0% 3,440 $1.3M
Investment Partners, LTD. 0.56% Reduce -0.6% 3,422 $1.3M
Allegheny Financial Group 0.33% Reduce -0.1% 3,414 $1.3M
Advanced Portfolio Management, LLC 1.37% Reduce -46.4% 3,411 $1.3M
Lantern Wealth Advisors, LLC 0.92% Reduce -8.0% 3,409 $1.3M
Fairview Capital Investment Management, LLC 0.07% Reduce -0.9% 3,398 $1.3M
Montis Financial, LLC 0.47% Reduce -1.7% 3,397 $1.3M
BTG Pactual Asset Management US LLC 0.19% Add +5.9% 3,395 $1.3M
Wealth Management Partners, LLC 0.61% Reduce -6.2% 3,389 $1.3M
DMC Group, LLC 1.07% Reduce -0.4% 3,376 $1.3M
Keynote Financial Services LLC 1.01% No change 3,372 $1.3M
Telos Capital Management, Inc. 0.14% Reduce -0.7% 3,371 $1.3M
Transcend Capital Advisors, LLC 0.09% Add +3.4% 3,369 $1.3M
Alexander Labrunerie & Co., Inc. 0.61% Reduce -0.4% 3,365 $1.3M
Balentine LLC 0.05% Add +389.6% 3,359 $1.3M
Bath Savings Trust Co 0.13% Add +12.2% 3,349 $1.3M
HUB Investment Partners, LLC 0.06% Reduce -7.7% 3,345 $1.3M
CIC Wealth, LLC 0.34% Add +0.1% 3,340 $1.3M
Atwood & Palmer Inc. 0.09% No change 3,340 $1.3M
First Heartland Consultants, Inc. 0.14% Reduce -0.1% 3,339 $1.3M
Iron Gate Global Advisors LLC 0.18% Reduce -23.1% 3,338 $1.3M
Lakewood Asset Management LLC 0.89% Add +0.1% 3,335 $1.3M
Security Financial Services, INC. 0.27% Add +0.7% 3,334 $1.3M
CORDA Investment Management, LLC. 0.10% Reduce -2.0% 3,313 $1.3M
Tiemann Investment Advisors, LLC 0.56% Reduce -3.9% 3,312 $1.3M
Manchester Capital Management LLC 0.15% Add +3.5% 3,305 $1.3M
Paradigm Asset Management Co. LLC 0.34% No change 3,300 $1.3M
Nicolet Bankshares Inc. 0.26% No change 3,284 $1.3M
Hall Laurie J Trustee 0.41% Add +156.3% 3,280 $1.3M
Corundum Group, Inc. 0.58% Reduce -42.0% 3,278 $1.3M
Valmark Advisers, Inc. 0.02% Add +7.2% 3,272 $1.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.19% Reduce -1.8% 3,259 $1.3M
Rooted Wealth Advisors, Inc. 0.57% Add +6.4% 3,193 $1.3M
RiverFront Investment Group, LLC 0.03% Add +42.1% 3,241 $1.3M
JFS Wealth Advisors, LLC 0.08% Add +0.3% 3,241 $1.3M
Colonial Trust Co / SC 0.20% Add +1.5% 3,236 $1.3M
Montecito Bank & Trust 0.22% No change 3,235 $1.3M
LexAurum Advisors, LLC 0.28% Reduce -2.4% 3,235 $1.3M
King Wealth Management Group 0.20% Add +0.4% 3,232 $1.3M
Traphagen Investment Advisors LLC 0.13% Reduce -1.1% 3,230 $1.3M
Auxier Asset Management LLC 0.19% No change 3,230 $1.3M
Aspire Private Capital, LLC 0.30% Add +1.8% 3,228 $1.3M
Edge Capital Group, LLC 0.06% Reduce -1.5% 3,224 $1.3M
Planning Capital Management Corp 0.83% Add +127.1% 3,218 $1.3M
Avestar Capital, LLC 0.14% Add +7.5% 3,214 $1.3M
Intrua Financial, LLC 0.20% Reduce -12.1% 3,211 $1.3M
Prosperity Consulting Group, LLC 0.10% Reduce -47.2% 3,210 $1.3M
Edmond DE Rothschild Holding S.A. 0.02% Reduce -49.1% 3,200 $1.3M
Howard Capital Management, LLC 0.02% New 3,199 $1.3M
Provenance Wealth Advisors, LLC 0.16% Add +1.7% 3,196 $1.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +0.5% 3,190 $1.2M
Saxon Interests, Inc. 0.57% Add +2.1% 3,186 $1.2M
Hazlett, Burt & Watson, Inc. 0.57% Add +3.4% 3,160 $1.2M
Taurus Asset Management, LLC 0.12% No change 3,158 $1.2M
Monograph Wealth Advisors, LLC 0.16% No change 3,157 $1.2M
SignalPoint Asset Management, LLC 0.29% Reduce -0.4% 3,157 $1.2M
Magnus Financial Group LLC 0.13% Add +2.5% 3,156 $1.2M
Astoria Portfolio Advisors LLC. 0.42% Add +11.2% 3,066 $1.2M
Argus Investors' Counsel, Inc. 0.80% Reduce -16.0% 3,145 $1.2M
KLCM Advisors, Inc. 0.15% Add +6.8% 3,144 $1.2M
Regal Investment Advisors LLC 0.09% Reduce -12.2% 3,141 $1.2M
Menard Financial Group LLC 0.81% Add +0.7% 3,134 $1.2M
GeoWealth Management, LLC 0.04% Reduce -9.0% 3,131 $1.2M
Gleason Group, Inc. 0.22% Reduce -1.9% 3,122 $1.2M
Rossmore Private Capital 0.15% Reduce -0.2% 3,121 $1.2M
Wilkins Investment Counsel Inc. 0.17% Reduce -3.1% 3,120 $1.2M
Legacy Advisors, LLC 0.13% Add +15.0% 3,115 $1.2M
WMS Partners, LLC 0.07% Add +0.2% 3,102 $1.2M
Benin Management CORP 0.34% Reduce -0.0% 3,097 $1.2M
Gray Wealth Management Inc. 0.48% No change 3,081 $1.2M
Means Investment Co., Inc. 0.13% Add +2.7% 3,080 $1.2M
Clarus Wealth Advisors 0.61% Add +1.9% 3,022 $1.2M
Aspen Investment Management Inc 0.56% Add +0.1% 3,076 $1.2M
Uncommon Cents Investing LLC 0.34% Add +0.3% 3,075 $1.2M
Concentric Wealth Management, LLC 0.29% No change 3,075 $1.2M
Engineers Gate Manager LP 0.02% Reduce -86.4% 3,063 $1.2M
Rogco, LP 0.47% Reduce -5.7% 3,057 $1.2M
Atlanta Consulting Group Advisors, LLC 0.30% Add +32.3% 3,053 $1.2M
Geller Advisors LLC 0.08% Reduce -0.1% 3,044 $1.2M
Costello Asset Management, INC 0.80% Reduce -1.4% 3,041 $1.2M
Founders Financial Alliance, LLC 0.33% Reduce -7.7% 3,036 $1.2M
Berkshire Asset Management LLC 0.06% No change 3,563 $1.2M
Mechanics Financial Corp 0.52% No change 3,031 $1.2M
TD Private Client Wealth LLC 0.03% Reduce -6.2% 3,003 $1.2M
Supplemental Annuity Collective Trust of NJ 0.35% No change 3,000 $1.2M
Birinyi Associates Inc. 0.34% No change 3,000 $1.2M
Lion Street Advisors, LLC 0.41% Reduce -1.5% 2,995 $1.2M
Belpointe Asset Management LLC 0.07% Reduce -15.3% 2,994 $1.2M
Compass Ion Advisors, LLC 0.14% Add +5.3% 2,989 $1.2M
Financial Management Network Inc. 0.24% Add +0.1% 2,939 $1.2M
First Foundation Advisors 0.04% Reduce -3.7% 2,984 $1.2M
Morse Asset Management, Inc 0.25% Add +0.2% 2,979 $1.2M
US Asset Management LLC 1.03% Reduce -16.3% 3,011 $1.2M
1858 Wealth Management, LLC 0.96% Reduce -7.8% 2,970 $1.2M
Vectors Research Management, LLC 0.35% Add +5.9% 2,969 $1.2M
CMG Global Holdings, LLC 0.66% No change 2,968 $1.2M
Capstone Financial Advisors, Inc. 0.07% Add +5.6% 2,965 $1.2M
Mendel Money Management 0.50% Reduce -11.9% 2,962 $1.2M
Wealth Quarterback LLC 0.60% Reduce -7.2% 2,960 $1.2M
Diversify Advisory Services, LLC 0.06% Add +1.3% 2,980 $1.2M
Sawgrass Asset Management LLC 0.12% No change 2,953 $1.2M
Fiduciary Family Office, LLC 0.38% Reduce -10.8% 2,952 $1.2M
Ancora Advisors LLC 0.03% Add +10.6% 2,943 $1.2M
Harfst & Associates, Inc. 0.26% No change 2,941 $1.2M
Legacy Wealth Asset Management, LLC 0.31% Reduce -0.1% 2,940 $1.1M
Peoples Financial Services Corp. 0.52% Reduce -0.3% 2,918 $1.1M
ABN AMRO Bank N.V. 0.02% Add +8.9% 2,933 $1.1M
Well Done, LLC 0.21% Add +0.9% 2,915 $1.1M
Denali Advisors LLC 0.12% New 2,913 $1.1M
SouthState Bank Corp 0.08% Reduce -0.9% 2,910 $1.1M
Rothschild Wealth LLC 0.34% Add +1.1% 2,910 $1.1M
Capital Advisors Inc. 0.02% Reduce -4.2% 2,908 $1.1M
Heartwood Wealth Advisors LLC 0.13% Add +5.5% 2,904 $1.1M
Covenant Asset Management, LLC 0.25% Reduce -18.0% 2,896 $1.1M
Ironwood Investment Counsel, LLC 0.19% Add +0.2% 2,880 $1.1M
Qsemble Capital Management, LP 0.21% New 2,870 $1.1M
Abacus Planning Group, Inc. 0.20% Reduce -5.0% 2,869 $1.1M
Inscription Capital, LLC 0.17% Reduce -9.6% 2,869 $1.1M
Nabity-Jensen Investment Management Inc 0.86% Add +5.3% 2,859 $1.1M
Orrstown Financial Services Inc. 0.33% Add +88.6% 2,848 $1.1M
Texas Capital Bancshares Inc 0.45% No change 2,833 $1.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Add +15.8% 2,860 $1.1M
Drive Wealth Management, LLC 0.29% Add +0.9% 2,829 $1.1M
Ballast, Inc. 0.31% Reduce -0.0% 2,828 $1.1M
Toth Financial Advisory Corp. 0.13% Reduce -2.0% 2,818 $1.1M
Kennebec Savings Bank 1.09% — 2,813 $1.1M
Prosperitas Financial LLC 0.59% Add +3.0% 2,811 $1.1M
Peavine Capital, LLC 0.27% No change 2,800 $1.1M
Curated Wealth Partners LLC 0.14% Add +0.6% 2,797 $1.1M
Avior Wealth Management, LLC 0.04% Reduce -0.2% 2,792 $1.1M
RDA Financial Network 0.34% Add +6.2% 2,789 $1.1M
Brooklyn Investment Group 0.36% Add +5.1% 2,785 $1.1M
Patriot Investment Management Group, Inc. 0.08% Add +0.3% 2,781 $1.1M
Gladius Capital Management LP 0.65% Reduce -6.8% 2,781 $1.1M
Creekside Partners 0.56% Add +0.1% 2,774 $1.1M
Washington Trust Advisors, Inc. 0.09% Reduce -3.5% 2,771 $1.1M
Sittner & Nelson, LLC 0.48% Reduce -0.9% 2,763 $1.1M
Washburn Capital Management, Inc. 0.77% Reduce -8.9% 2,762 $1.1M
Premier Path Wealth Partners, LLC 0.17% Add +11.0% 2,760 $1.1M
Cypress Asset Management Inc. 0.27% Add +8.1% 2,757 $1.1M
Verus Capital Partners, LLC 0.11% Reduce -2.9% 2,756 $1.1M
Key Financial Inc 0.24% Add +0.4% 2,754 $1.1M
First Command Advisory Services, Inc. 0.01% Reduce -0.8% 2,749 $1.1M
Cadent Capital Advisors, LLC 0.37% New 2,748 $1.1M
Nvwm, LLC 0.27% Reduce -0.4% 2,747 $1.1M
Heartland Bank & Trust Co 0.58% New 2,745 $1.1M
Stiles Financial Services Inc 0.38% Add +4.3% 2,736 $1.1M
Ostrum Asset Management 0.09% Add +1.2% 2,728 $1.1M
Joel Isaacson & Co., LLC 0.05% Add +0.0% 2,727 $1.1M
TRUE Private Wealth Advisors 0.13% Reduce -36.9% 2,724 $1.1M
Somerville Kurt F 0.17% Reduce -1.8% 2,715 $1.1M
Puzo Michael J 0.28% No change 2,710 $1.1M
Ballast Advisors LLC 0.33% Reduce -3.9% 2,701 $1.1M
Waycross Partners, LLC 0.15% No change 2,700 $1.1M
WealthTrust Asset Management, LLC 0.79% Reduce -11.9% 2,698 $1.1M
Wealth Effects LLC 0.37% Reduce -0.5% 2,696 $1.1M
Visionary Wealth Advisors 0.06% Reduce -9.9% 2,694 $1.1M
Eagle Bluffs Wealth Management LLC 0.57% No change 2,694 $1.1M
Catalina Capital Group, LLC 0.36% Add +10.1% 2,691 $1.1M
Carnegie Investment Counsel 0.03% Add +24.3% 2,677 $1.0M
Capital Planning Advisors, LLC 0.16% Add +0.2% 2,666 $1.0M
L.M. Kohn & Company 0.26% Add +8.8% 2,656 $1.0M
Sompo Asset Management Co., Ltd. 0.16% Reduce -2.2% 2,650 $1.0M
Marcum Wealth, LLC 0.10% Add +3.4% 2,649 $1.0M
Hilltop National Bank 0.31% Add +0.4% 2,646 $1.0M
Van Strum & Towne Inc. 0.36% No change 2,645 $1.0M
Klingenstein Fields & Co. LP 0.04% No change 2,643 $1.0M
Pine Haven Investment Counsel, Inc 0.84% Add +1.7% 2,641 $1.0M
Redwood Wealth Management Group, LLC 0.51% Reduce -0.5% 2,640 $1.0M
Sonora Investment Management Group, LLC 0.08% Reduce -47.0% 2,639 $1.0M
Keel Point, LLC 0.09% Reduce -1.5% 2,616 $1.0M
LVW Advisors, LLC 0.13% Reduce -19.4% 2,614 $1.0M
Hancock Whitney Corp. 0.03% Reduce -2.1% 2,613 $1.0M
Orange Investment Advisors, Inc. 0.11% Reduce -17.5% 2,609 $1.0M
Harbor Investment Advisory, LLC 0.10% Reduce -1.5% 2,607 $1.0M
Epoch Investment Partners, Inc. 0.00% Reduce -4.0% 2,597 $1.0M
Stableford Capital II LLC 0.40% Reduce -5.1% 2,521 $1.0M
Herold Advisors, Inc. 0.22% Reduce -2.6% 2,591 $1.0M
Northstar Group, Inc. 0.18% No change 2,586 $1.0M
Quadrant Private Wealth Management, LLC 0.25% Reduce -1.5% 2,585 $1.0M
Allen Mooney & Barnes Investment Advisors LLC 0.17% Reduce -7.6% 2,583 $1.0M
Quadcap Wealth Management, LLC 0.16% Add +0.3% 2,583 $1.0M
Westmount Partners, LLC 0.30% Add +0.2% 2,581 $1.0M
White Lighthouse Investment Management Inc. 0.18% No change 2,571 $1.0M
Heritage Wealth Advisors 0.05% Add +0.5% 2,568 $1.0M
Cahill Financial Advisors Inc. 0.14% Reduce -1.1% 2,566 $1.0M
BOS Asset Management, LLC 0.37% No change 2,563 $1.0M
Bison Wealth, LLC 0.16% Reduce -16.0% 2,559 $1.0M
Palumbo Wealth Management LLC 0.39% Reduce -0.8% 2,557 $1.0M
Titleist Asset Management, LLC 0.14% Reduce -1.0% 2,551 $998K
Heck Capital Advisors, LLC 0.11% Reduce -0.6% 2,546 $996K
Cortland Associates Inc. 0.12% Add +89.0% 2,544 $995K
Disciplined Equity Management, Inc. 0.63% Reduce -7.6% 2,540 $993K
Woodmont Investment Counsel LLC 0.07% Add +1.2% 2,538 $993K
Verity Asset Management, Inc. 0.37% Reduce -21.3% 2,560 $992K
Fortem Financial Group, LLC 0.40% Add +4.8% 2,535 $992K
Carson Advisory Inc. 0.62% Add +3.0% 2,535 $991K
Ted Buchan & Co 0.47% Add +0.6% 2,527 $988K
Virtus Advisers, LLC 0.46% Add +8.4% 2,526 $988K
Claris Advisors, LLC / Mo / 0.43% Add +3.8% 2,525 $988K
Aspiriant, LLC 0.04% Reduce -3.8% 2,520 $986K
Measured Wealth Private Client Group, LLC 0.33% Reduce -6.1% 2,512 $982K
Burns J W & Co. Inc. 0.13% Add +32.2% 2,505 $980K
Monetta Financial Services Inc. 0.83% No change 2,500 $978K
Sippican Capital Advisors 0.68% No change 2,500 $978K
Kercheville Advisors, LLC 0.41% No change 2,500 $978K
Brown, Lisle/Cummings, Inc. 0.30% Add +6.4% 2,490 $974K
Richwood Investment Advisors, LLC 0.80% No change 2,485 $972K
Canopy Partners, LLC 0.42% Add +8.2% 2,485 $972K
Chesapeake Wealth Management 0.33% Add +7.7% 2,480 $970K
Sax Wealth Advisors, LLC 0.09% Reduce -2.4% 2,478 $969K
Tradition Wealth Management, LLC 0.09% Add +6.0% 2,478 $969K
Hamel Associates, Inc. 0.30% Add +2.8% 2,478 $969K
Evoke Wealth, LLC 0.03% New 2,472 $967K
Cidel Asset Management Inc. 0.07% No change 2,471 $966K
RE Dickinson Investment Advisors, LLC 0.54% No change 2,467 $965K
Nicholas Wealth, LLC. 0.60% Add +22.2% 2,464 $964K
Bill Few Associates, Inc. 0.34% Reduce -1.1% 2,462 $963K
Carret Asset Management, LLC 0.10% Add +0.0% 2,461 $962K
Sienna Gestion 0.06% New 2,464 $961K
Windsor Capital Management, LLC 0.28% Reduce -4.7% 2,454 $960K
Seelaus Asset Management LLC 0.90% Add +0.6% 2,453 $959K
Realta Investment Advisors 0.44% Reduce -46.6% 2,429 $957K
E&G Advisors, LLC 0.26% Reduce -3.9% 2,442 $955K
Beverly Hills Private Wealth, LLC 0.19% Add +7.8% 2,440 $954K
Morningstar Investment Services LLC 0.01% Add +22.0% 2,439 $954K
Armstrong Advisory Group, Inc. 0.08% Reduce -3.7% 2,436 $953K
Trillium Asset Management, LLC 0.02% No change 2,434 $952K
FWG Holdings, LLC 0.47% Reduce -7.8% 2,436 $952K
Veracity Capital LLC 0.36% Add +0.1% 2,427 $949K
Prestige Wealth Management Group LLC 0.20% Reduce -1.5% 2,425 $949K
Park Edge Advisors, LLC 0.27% Add +19.9% 2,421 $947K
Sage Mountain Advisors LLC 0.08% Add +8.4% 2,420 $946K
Marex Group Ltd 0.02% Reduce -8.2% 2,418 $946K
Greenwich Wealth Management LLC 0.06% Add +2.8% 2,413 $944K
PDS Planning, Inc 0.08% Add +7.1% 2,402 $940K
Wimmer Associates 1, LLC 0.46% No change 2,385 $933K
Elyxium Wealth, LLC 0.51% — 2,381 $931K
Retirement Planning Co of New England, Inc. 0.46% Add +6.8% 2,373 $928K
CVA Family Office, LLC 0.15% Reduce -3.8% 2,372 $928K
Sentry Investment Management LLC 0.39% Add +6.6% 2,367 $926K
Reynders McVeigh Capital Management, LLC 0.05% Add +9.2% 2,356 $922K
Simplicity Wealth,LLC 0.09% Reduce -88.6% 2,357 $922K
Washington Trust Bank 0.09% Add +1.2% 2,349 $919K
Trek Financial, LLC 0.07% Add +11.2% 2,349 $919K
Addison Capital Co 0.37% Add +0.0% 2,344 $917K
Guardian Wealth Management, Inc. 0.65% Reduce -2.5% 2,343 $916K
Central Pacific Bank - Trust Division 0.12% Add +122.9% 2,340 $915K
Arbor Wealth Advisors LLC 0.82% No change 2,337 $914K
PSI Advisors, LLC 0.27% Add +3.8% 2,337 $914K
Accredited Investors Inc. 0.05% Reduce -0.8% 2,326 $910K
Worth Financial Advisory Group, LLC 0.53% Add +1.6% 2,321 $908K
WFA of San Diego, LLC 0.77% No change 2,318 $907K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.34% No change 2,400 $904K
InTrack Investment Management Inc 0.64% Add +3.7% 2,306 $902K
Archer Investment Corp 0.24% Reduce -27.4% 2,305 $901K
Hunter Associates Investment Management LLC 0.14% Reduce -5.1% 2,305 $901K
Tidemark, LLC 0.37% Add +0.1% 2,293 $897K
Mechanics Bank Trust Department 0.12% Reduce -2.0% 2,292 $896K
Platform Technology Partners 0.28% Reduce -4.2% 2,292 $896K
Centaurus Financial, Inc. 0.06% Reduce -49.6% 2,286 $894K
Woodstock Corp. 0.09% Reduce -4.2% 2,280 $892K
Garner Asset Management Corp 0.31% Add +0.0% 2,278 $891K
Cable Hill Partners, LLC 0.09% Add +24.3% 2,254 $882K
GHP Investment Advisors, Inc. 0.04% Add +4.0% 2,247 $879K
Bright Futures Wealth Management, LLC. 0.42% Add +5.7% 2,313 $877K
Cascades Capital Asset Management, LLC 0.50% — 2,242 $877K
Smith Chas P & Associates Pa Cpas 0.05% Add +52.8% 2,242 $877K
Intrust Bank NA 0.09% Reduce -1.6% 2,239 $876K
United Asset Strategies, Inc. 0.08% No change 2,237 $875K
Aberdeen Wealth Management LLC 0.57% Reduce -1.3% 2,232 $873K
Adell Harriman & Carpenter Inc. 0.06% Add +12.3% 2,229 $872K
ORG Partners LLC 0.14% Reduce -50.9% 2,221 $869K
Acropolis Investment Management, LLC 0.05% Add +4.7% 2,212 $865K
Novare Capital Management LLC 0.07% No change 2,210 $864K
Latitude Advisors, LLC 0.49% Add +3.3% 2,207 $863K
Tyler-Stone Wealth Management 0.16% Add +139.3% 2,206 $863K
TrinityBridge Ltd 0.03% Reduce -3.0% 2,201 $861K
Fiduciary Group, LLC 0.09% Add +1.3% 2,196 $859K
Marietta Investment Partners LLC 0.18% Reduce -1.8% 2,195 $859K
Horizon Wealth Management, LLC 0.17% Add +0.1% 2,194 $858K
Addison Advisors LLC 0.24% Add +1.7% 2,188 $856K
Ascentis Wealth Management, LLC 0.32% — 2,187 $856K
Cahaba Wealth Management, Inc. 0.07% Reduce -0.6% 2,184 $854K
Tudor Financial Inc. 0.53% — 2,184 $854K
Mine & Arao Wealth Creation & Management, LLC. 0.40% Add +0.1% 2,181 $853K
Diversified, LLC 0.09% Add +2.9% 2,181 $853K
Diversified Enterprises, LLC 0.09% — 2,181 $853K
Cercano Management LLC 0.02% New 2,180 $853K
CHICAGO TRUST Co NA 0.15% Reduce -11.6% 2,179 $852K
Executive Wealth Management, LLC 0.07% New 2,174 $850K
Cranbrook Wealth Management, LLC 0.19% Add +40.5% 2,172 $850K
Goepper Burkhardt LLC 0.35% No change 2,170 $849K
Sterling Wealth Management, Inc. 0.32% Add +10.2% 2,169 $848K
Dudley Capital Management, LLC 0.44% Add +10.6% 2,161 $845K
Townsend Asset Management Corp. /NC/ 0.31% No change 2,161 $845K
Mountain Pacific Investment Advisers LLC 0.06% Add +16.1% 2,158 $844K
Marion Wealth Management 0.22% Add +0.3% 2,156 $843K
Lingohr Asset Management GmbH 2.04% Add +1.7% 2,160 $842K
Callan Family Office, LLC 0.14% Add +4.0% 2,144 $839K
Oakworth Capital, Inc. 0.06% No change 2,135 $835K
Clearstead Trust, LLC 0.20% Reduce -1.9% 2,128 $832K
Stonebridge Capital Advisors LLC 0.07% Add +1.1% 2,114 $827K
Hexagon Capital Partners LLC 0.16% Reduce -0.2% 2,111 $826K
Quotient Wealth Partners, LLC 0.03% Reduce -7.5% 2,110 $825K
Paulson Wealth Management Inc. 0.22% Add +0.1% 2,107 $824K
Phoenix Financial Ltd. 0.01% Add +91.2% 2,105 $824K
First Commonwealth Financial Corp 0.20% Reduce -0.2% 2,105 $823K
W Advisors, LLC 0.50% Add +1.6% 2,091 $818K
Axq Capital, LP 0.25% Reduce -68.7% 2,089 $817K
Chicago Partners Investment Group LLC 0.03% Reduce -3.7% 2,113 $815K
MSH Capital Advisors LLC 0.25% Reduce -2.8% 2,079 $813K
626 Financial, LLC 0.45% No change 2,077 $812K
New Century Financial Group, LLC 0.30% Add +2.5% 2,076 $812K
Tarbox Family Office, Inc. 0.13% No change 2,068 $809K
Grey Ledge Advisors, LLC 0.21% Add +0.1% 2,066 $808K
TBH Global Asset Management, LLC 0.18% Reduce -2.7% 2,065 $808K
Total Investment Management Inc. 0.09% Add +0.2% 2,063 $807K
Martin Capital Advisors, LLP 0.57% No change 2,061 $806K
AF Advisors, Inc. 0.11% Add +0.1% 2,061 $806K
Sound Financial Strategies Group, LLC 0.65% Add +2.9% 2,060 $806K
NCM Capital Management, LLC 0.39% No change 2,055 $804K
Private Wealth Advisors, LLC 0.33% New 2,046 $803K
MBL Wealth, LLC 0.09% Add +41.9% 2,051 $802K
Marks Group Wealth Management, Inc 0.08% Reduce -8.2% 2,050 $802K
McElhenny Sheffield Capital Management, LLC 0.26% Add +0.6% 2,049 $801K
Copley Financial Group, Inc. 0.73% — 2,045 $800K
Aviso Wealth Management 0.43% Add +113.2% 2,034 $795K
Legacy Financial Advisors, Inc. 0.13% Add +2.5% 2,033 $795K
Bensler, LLC 0.10% Reduce -3.0% 2,030 $794K
BSW Wealth Partners 0.12% Add +17.7% 2,029 $793K
New Republic Capital, LLC 0.46% Reduce -2.5% 2,026 $792K
CFS Investment Advisory Services, LLC 0.07% Add +24.4% 2,026 $792K
Guardian Wealth Advisors, LLC / NC 0.09% Add +0.5% 2,020 $790K
RNC Capital Management LLC 0.04% No change 2,372 $790K
Winthrop Advisory Group LLC 0.10% Add +0.3% 2,019 $790K
Tompkins Financial Corp. 0.08% Reduce -11.0% 2,019 $790K
Constitution Capital LLC 0.42% Reduce -33.1% 2,018 $789K
First American Bank 0.06% Add +0.4% 2,017 $789K
West Michigan Advisors, LLC 0.24% Add +27.7% 2,010 $786K
Saybrook Capital 0.22% No change 2,000 $782K
Bienville Capital Management, LLC 0.20% No change 2,000 $782K
First Financial Bankshares Inc 0.02% Add +2.6% 2,000 $782K
Signature Estate & Investment Advisors LLC 0.02% Reduce -0.2% 1,998 $781K
Smith Anglin Financial, LLC 0.08% Add +7.8% 1,998 $781K
Lester Murray Antman dba SimplyRich 0.22% No change 1,996 $780K
BayBridge Capital Group, LLC 0.56% Add +35.4% 1,993 $780K
Ullmann Wealth Partners Group, LLC 0.10% New 1,993 $780K
Dark Forest Capital Management LP 0.10% New 1,988 $778K
Gryphon Financial Partners LLC 0.11% Add +5.8% 1,986 $777K
Shoker Investment Counsel, Inc. 0.26% Add +0.3% 1,985 $777K
CI Investments Inc. 0.00% Reduce -31.4% 1,985 $776K
Ridgecrest Wealth Partners, LLC 0.40% Add +0.5% 1,984 $776K
Red Door Wealth Management, LLC 0.13% Add +10.4% 1,979 $774K
LifePro Asset Management 0.47% New 1,978 $774K
LCNB Corp. 0.27% No change 1,977 $773K
Woodley Farra Manion Portfolio Management Inc. 0.04% No change 1,964 $768K
FUKOKU MUTUAL LIFE INSURANCE Co 0.05% No change 1,964 $768K
PBMares Wealth Management LLC 0.16% Add +11.3% 1,962 $768K
Fernwood Investment Management, LLC 0.25% Reduce -1.3% 1,957 $765K
Icon Wealth Advisors, LLC 0.06% Add +12.2% 1,955 $765K
Hennion & Walsh Asset Management, Inc. 0.04% Add +0.9% 1,948 $762K
Plancorp, LLC 0.03% Reduce -1.4% 1,943 $760K
BlueSky Wealth Advisors, LLC 0.12% Reduce -30.5% 1,942 $760K
Carmichael Hill & Associates, Inc. 0.28% Add +0.1% 1,941 $759K
Beacon Financial Advisory LLC 0.26% Reduce -3.2% 1,937 $758K
Mizuho Securities Co. Ltd. 1.86% New 1,930 $755K
Thrive Wealth Management, LLC 0.14% Reduce -0.8% 1,930 $755K
Bryn Mawr Trust Advisors, LLC 0.04% Reduce -4.0% 1,929 $754K
Excalibur Management Corp. 0.29% Add +0.8% 1,921 $751K
Elwood & Goetz Wealth Advisory Group, LLC 0.19% No change 1,916 $749K
Bantamac Capital, LLC 0.36% Reduce -5.5% 1,915 $749K
Guardian Asset Advisors, LLC 0.51% Reduce -0.4% 1,909 $747K
Operose Advisors LLC 0.24% Add +0.3% 1,907 $746K
OneAscent Wealth Management LLC 0.28% New 1,900 $743K
Calamos Wealth Management LLC 0.04% Add +63.4% 1,892 $740K
Patten Group, Inc. 0.16% Reduce -4.5% 1,891 $740K
Prosperity Financial Group, Inc. 0.42% Add +4.8% 1,890 $739K
Mustard Seed Financial, LLC 0.61% Add +2.8% 1,887 $738K
Bedel Financial Consulting, Inc. 0.10% Reduce -1.7% 1,885 $737K
KKM Financial LLC 0.36% Reduce -26.9% 1,883 $736K
Deseret Mutual Benefit Administrators 0.37% Reduce -20.5% 1,881 $736K
Summit Financial Strategies, Inc. 0.08% Reduce -5.4% 1,878 $735K
Horst & Graben Wealth Management LLC 0.13% Add +0.2% 1,874 $733K
Patriot Financial Group Insurance Agency, LLC 0.10% Reduce -3.4% 1,853 $725K
Barr E S & Co. 0.05% Reduce -0.7% 1,850 $724K
Firethorn Wealth Partners, LLC 0.37% Add +0.3% 1,848 $723K
Athena Investment Management 0.41% Reduce -4.4% 1,846 $722K
REDW Wealth LLC 0.18% Reduce -4.9% 1,844 $721K
Summit Global Investments 0.05% Add +6.7% 1,843 $721K
Fiduciary Financial Group, LLC 0.17% Add +2.4% 1,858 $721K
Harbour Trust & Investment Management Co 0.08% Reduce -6.2% 1,839 $719K
Objective Capital Management, LLC 0.42% — 1,832 $717K
Montz Harcus Wealth Management LLC 0.42% Reduce -2.7% 1,824 $714K
Capital Management Associates, Inc 0.29% Reduce -0.6% 1,824 $713K
Fulton Breakefield Broenniman LLC 0.05% Reduce -2.7% 1,824 $713K
Aft, Forsyth & Company, Inc. 0.35% No change 1,815 $710K
TFG Advisers LLC 0.26% Add +0.2% 1,812 $709K
Centurion Wealth Management LLC 0.23% — 1,810 $708K
Pacifica Partners Inc. 0.29% Add +1.6% 1,807 $707K
McBroom & Associates, LLC 0.43% No change 1,806 $706K
Taylor Financial Group, Inc. 0.49% No change 1,805 $706K
Walter & Keenan Wealth Management LLC /in/ 0.21% Add +0.3% 1,802 $705K
Harris Associates (Oakmark Funds) 0.00% No change 1,800 $704K
GTS Securities LLC 0.01% Add +63.4% 1,792 $701K
Benchmark Wealth Management, LLC 0.34% No change 1,785 $698K
Lakeside Advisors, INC. 0.44% Add +0.1% 1,784 $698K
Fca Corp. 0.21% Add +48.5% 1,782 $697K
LifeSteps Financial, Inc. 0.54% No change 1,779 $696K
Sanders Morris Harris LLC 0.12% No change 1,775 $694K
Sovereign Financial Group, Inc. 0.16% Reduce -2.8% 1,773 $694K
Zullo Investment Group, Inc. 0.29% Add +0.7% 1,765 $691K
Fulton Bank, N.A. 0.03% Add +3.0% 1,761 $689K
Resonant Capital Advisors, LLC 0.05% Add +4.3% 1,761 $689K
China Universal Asset Management Co., Ltd. 0.08% Add +127.3% 1,757 $687K
Claro Advisors Inc. 0.09% Add +8.3% 1,754 $686K
Baldwin Wealth Partners LLC 0.05% Add +66.3% 1,749 $684K
Coastwise Capital Group, LLC 0.56% Add +0.3% 1,749 $684K
Charter Oak Capital Management, LLC 0.06% Add +21.8% 1,748 $684K
Sterling Investment Advisors, Ltd. 0.17% Add +0.1% 1,748 $684K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.02% Add +99.4% 1,747 $683K
Forte Capital LLC 0.08% Add +3.8% 1,744 $682K
Abacus Wealth Partners, LLC 0.10% Reduce -0.5% 1,744 $682K
Chiron Investment Management, LLC 0.24% New 1,740 $681K
Beaumont Financial Advisors, LLC 0.05% Add +0.2% 1,737 $679K
Copperwynd Financial, LLC 0.20% Add +36.6% 1,734 $678K
Raab & Moskowitz Asset Management LLC 0.17% Reduce -0.9% 1,730 $677K
LVM Capital Management Ltd. 0.08% No change 2,025 $675K
Lakeridge Wealth Management LLC 0.37% Reduce -0.4% 1,722 $674K
Check Capital Management Inc. 0.05% No change 1,717 $672K
Silvia McColl Wealth Management, LLC 0.50% No change 1,716 $671K
YHB Investment Advisors, Inc. 0.06% Reduce -2.8% 1,716 $671K
Cornerstone Advisory, LLC 0.09% Add +2.7% 1,715 $671K
Stokes Family Office, LLC 0.07% Reduce -7.0% 1,715 $671K
Clarus Group, Inc. 0.28% Reduce -31.1% 1,711 $669K
Union Savings Bank 0.33% Reduce -4.2% 1,706 $667K
Sound Income Strategies, LLC 0.04% Reduce -0.7% 1,703 $666K
Evermay Wealth Management LLC 0.11% No change 1,702 $666K
West Family Investments, Inc. 0.23% Add +10.5% 1,701 $665K
One Capital Management, LLC 0.02% Add +2.1% 1,700 $665K
Perpetual Ltd 0.01% No change 1,700 $665K
Baker Ellis Asset Management LLC 0.09% Add +11.1% 1,697 $664K
Callan Capital, LLC 0.05% Reduce -21.1% 1,697 $664K
Breakwater Capital Group 0.13% Reduce -4.1% 1,693 $662K
Simon Quick Advisors, LLC 0.04% Add +32.9% 1,692 $662K
United Bank 0.08% Add +9.7% 1,690 $661K
Capital Square, LLC 0.40% Reduce -15.8% 1,689 $661K
Peregrine Asset Advisers, Inc. 0.23% Add +22.0% 1,686 $660K
Kozak & Associates, Inc. 0.16% Add +0.4% 1,674 $659K
Home Federal Bank of Tennessee 0.19% Reduce -1.5% 1,684 $659K
Summit Wealth Partners, LLC 0.13% No change 1,684 $659K
Kaydan Wealth Management, Inc. 0.19% No change 1,677 $656K
Advisory Resource Group 0.14% No change 1,674 $655K
Oxford Financial Group, LTD. LLC 0.04% Reduce -30.4% 1,668 $652K
Jeppson Wealth Management, LLC 0.23% No change 1,660 $649K
TrueWealth Advisors, LLC 0.22% Add +23.1% 1,657 $648K
Opal Wealth Advisors, LLC 0.20% Reduce -2.6% 1,656 $648K
Ranch Capital Advisors Inc. 0.31% Reduce -2.6% 1,654 $647K
Harvest Fund Management Co., Ltd 0.04% Reduce -59.9% 1,655 $647K
Arcataur Capital Management LLC 0.22% Reduce -0.6% 1,647 $644K
Taylor Hoffman Capital Management LLC 0.25% — 1,711 $644K
Heritage Wealth Partners, LLC 0.76% Reduce -14.5% 1,643 $643K
Fairfield, Bush & Co. 0.38% Reduce -0.2% 1,643 $642K
Alera Investment Advisors, LLC 0.08% Add +1.6% 1,642 $642K
West Paces Advisors Inc. 0.16% Add +573.0% 1,642 $642K
Appleton Partners Inc. 0.05% Reduce -10.1% 1,641 $642K
Cassaday & Co Wealth Management LLC 0.02% Reduce -2.0% 1,641 $642K
Root Financial Partners, LLC 0.10% Reduce -60.8% 1,640 $642K
Waterway Wealth Management, LLC 0.27% Add +9.4% 1,636 $640K
Cooper/Haims Advisors, LLC 0.35% Reduce -4.1% 1,635 $639K
Sweet Financial Partners, LLC 0.14% Add +0.1% 1,629 $637K
Ramsay, Stattman, Vela & Price, Inc. 0.12% Reduce -7.2% 1,620 $634K
Independence Bank of Kentucky 0.14% Add +2.2% 1,618 $633K
WealthTrust Axiom LLC 0.19% Add +0.9% 1,614 $631K
One Degree Advisors Inc 0.27% No change 1,615 $631K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% New 1,611 $630K
Gries Financial LLC 0.12% Add +155.2% 1,608 $629K
Vishria Bird Financial Group, LLC 0.24% No change 1,606 $628K
Peterson Wealth Management 0.40% Reduce -1.8% 1,604 $627K
Proficio Capital Partners LLC 0.06% Reduce -23.2% 1,604 $627K
Bank of Stockton 0.19% Add +126.3% 1,602 $627K
Bell Bank 0.07% No change 1,601 $626K
Pursue Wealth Partners LLC 0.34% No change 1,600 $626K
WESCAP Management Group, Inc. 0.16% No change 1,600 $626K
Scientech Research LLC 0.12% New 1,600 $626K
Meadow Creek Wealth Advisors LLC 0.50% Reduce -0.9% 1,598 $625K
Spirepoint Private Client, LLC 0.08% Add +0.3% 1,590 $622K
Goldstone Financial Group, LLC 0.11% Add +28.1% 1,582 $619K
Kohmann Bosshard Financial Services, LLC 0.08% Reduce -10.2% 1,582 $619K
Relyea Zuckerberg Hanson LLC 0.09% Add +5.5% 1,581 $618K
Bigelow Investment Advisors, LLC 0.28% Add +1.9% 1,577 $617K
Van Hulzen Asset Management, LLC 0.04% Reduce -12.6% 1,576 $616K
Sepio Capital, LP 0.05% Add +0.8% 1,572 $615K
Curbstone Financial Management Corp 0.13% No change 1,572 $615K
Boston Financial Mangement LLC 0.02% Reduce -0.1% 1,570 $614K
Buckingham Capital Management, Inc. 0.07% Add +40.0% 1,568 $613K
Sanchez Wealth Management Group 0.19% Add +0.5% 1,561 $610K
Arvest Bank Trust Division 0.04% — 1,560 $610K
Canal Capital Management, LLC 0.10% Add +0.3% 1,558 $609K
Vertex Planning Partners, LLC 0.15% Add +0.1% 1,557 $609K
RKL Wealth Management LLC 0.06% Add +0.1% 1,557 $609K
Keystone Wealth Services, LLC 0.17% Add +7.5% 1,557 $609K
Citizens Business Bank 0.12% Reduce -21.6% 1,556 $609K
Fagan Associates, Inc. 0.10% Reduce -0.3% 1,555 $608K
Regent Peak Wealth Advisors LLC 0.14% Reduce -1.4% 1,553 $607K
Quantum Financial Advisors, LLC 0.09% Reduce -1.4% 1,550 $606K
Smith Shellnut Wilson LLC 0.27% No change 1,550 $606K
Sunburst Financial Group, LLC 0.15% No change 1,549 $606K
TFB Advisors LLC 0.18% Reduce -0.1% 1,546 $605K
Camden National Bank 0.09% Reduce -0.5% 1,546 $605K
Tectonic Advisors LLC 0.04% Add +2.1% 1,546 $605K
Trinity Financial Advisors LLC 0.27% No change 1,700 $604K
Sweeney & Michel, LLC 0.24% Add +0.1% 1,533 $604K
Quent Capital, LLC 0.06% Reduce -1.4% 1,543 $603K
SAM Advisors, LLC 0.22% No change 1,540 $602K
Kathmere Capital Management, LLC 0.06% Add +18.1% 1,537 $601K
Frisch Financial Group, Inc. 0.18% Add +5.4% 1,533 $600K
Olistico Wealth, LLC 0.37% No change 1,530 $598K
Affinity Capital Advisors, LLC 0.12% Add +0.3% 1,529 $598K
Kaizen Financial Strategies 0.35% Add +0.3% 1,528 $598K
Doliver Advisors, LP 0.16% Add +2.2% 1,518 $594K
Planning Center, Inc. 0.07% Add +3.4% 1,513 $592K
Comprehensive Financial Consultants Institutional, Inc. 0.22% No change 1,510 $591K
Strategic Equity Management 0.28% No change 1,509 $590K
Peoples Bank 0.40% No change 1,508 $590K
Bordeaux Wealth Advisors LLC 0.11% Add +15.8% 1,507 $589K
Financial Partners Group, Inc 0.09% Reduce -0.7% 1,505 $589K
MBA Advisors LLC 0.28% Reduce -2.3% 1,504 $588K
MRA Advisory Group 0.32% Add +2.7% 1,503 $588K
Chickasaw Capital Management LLC 0.03% No change 1,500 $587K
Rbo & Co. LLC 0.09% No change 1,500 $587K
Everpar Advisors LLC 0.30% Add +9.9% 1,499 $586K
WINTON GROUP Ltd 0.04% Reduce -97.2% 1,498 $586K
Laffer Tengler Investments, Inc. 0.14% No change 1,497 $586K
Center For Asset Management LLC 0.35% Add +0.1% 1,496 $585K
TrinityPoint Wealth, LLC 0.08% Add +1.6% 1,495 $585K
Gould Asset Management LLC 0.12% No change 1,490 $583K
Obsidian Personal Planning Solutions LLC 0.30% Reduce -10.0% 1,548 $582K
Andina Capital Management, LLC 0.44% Add +11.7% 1,489 $582K
Rise Advisors, LLC 0.28% Add +3.0% 1,488 $582K
Sandy Cove Advisors, LLC 0.24% Add +3.4% 1,483 $580K
Grove Bank & Trust 0.09% Reduce -2.8% 1,482 $580K
Smart Portfolios, LLC 0.59% Add +1.1% 1,481 $579K
Leisure Capital Management 0.25% Add +4.8% 1,478 $578K
Cromwell Holdings LLC 0.37% No change 1,476 $577K
IMS Capital Management 0.26% No change 1,475 $577K
Acima Private Wealth, LLC 0.19% No change 1,473 $576K
TCV Trust & Wealth Management, Inc. 0.05% Reduce -5.8% 1,473 $576K
Congress Park Capital LLC 0.21% No change 1,470 $575K
Hara Capital LLC 0.36% No change 1,465 $573K
Davis Investment Partners, LLC 0.24% Reduce -0.6% 1,447 $570K
Sfmg, LLC 0.05% Add +3.6% 1,458 $570K
Watts Gwilliam & Co., LLC 0.12% — 1,469 $570K
First Hawaiian Bank 0.02% Add +116.7% 1,456 $569K
Hardin Capital Partners, LLC 0.32% Reduce -1.1% 1,467 $569K
AlphaStar Capital Management, LLC 0.05% Add +34.9% 1,454 $569K
Lafayette Investments, Inc. 0.12% No change 1,450 $567K
Tennessee Valley Asset Management Partners 0.09% Reduce -16.9% 1,450 $567K
Nadler Financial Group, Inc. 0.06% No change 1,446 $566K
Wendell David Associates Inc. 0.05% No change 1,443 $564K
Channel Wealth LLC 0.19% No change 1,441 $564K
Seed Wealth Management, Inc. 0.45% No change 1,440 $563K
Waypoint Capital Advisors, LLC 0.12% Add +3.1% 1,440 $563K
South Street Advisors LLC 0.09% No change 1,440 $563K
Diversify Wealth Management, LLC 0.05% Reduce -4.7% 1,457 $562K
Wealth Management Associates, Inc. 0.25% Add +0.1% 1,437 $562K
CarsonAllaria Wealth Management, Ltd. 0.32% Reduce -0.1% 1,432 $560K
SageView Advisory Group, LLC 0.03% Reduce -0.3% 1,429 $559K
N.E.W. Advisory Services LLC 0.06% Reduce -0.9% 1,429 $559K
Fortitude Family Office, LLC 0.22% Add +969.9% 1,423 $557K
Range Financial Group LLC 0.76% Reduce -30.8% 1,418 $555K
SMART Wealth LLC 0.22% Add +75.9% 1,418 $555K
Wealth Alliance, LLC 0.07% Reduce -0.7% 1,417 $554K
MRP Capital Investments, LLC 0.53% Reduce -31.3% 1,415 $553K
RMR Wealth Builders 0.06% Reduce -31.6% 1,415 $553K
Personal Cfo Solutions, LLC 0.08% Add +4.3% 1,415 $553K
Blankinship & Foster, LLC 0.13% No change 1,411 $552K
First Financial Corp. 0.26% Reduce -3.4% 1,408 $551K
Lazari Capital Management, Inc. 0.24% Add +1.5% 1,407 $551K
Acas, LLC 0.45% No change 1,407 $550K
Leonteq Securities AG 0.06% Reduce -25.7% 1,405 $550K
Insight Advisors, LLC/ PA 0.10% Reduce -0.3% 1,405 $549K
Beacon Capital Management, LLC 0.08% Add +3.8% 1,403 $549K
Soltis Investment Advisors LLC 0.05% Reduce -7.4% 1,401 $548K
Ironwood Investment Management LLC 0.27% No change 1,400 $548K
Alta Advisers Ltd 0.25% No change 1,400 $548K
Schulhoff & Co. Inc. 0.23% No change 1,400 $548K
Fingerlakes Wealth Management, Inc. 0.45% Add +0.4% 1,398 $547K
Oliver Luxxe Assets LLC 0.10% Reduce -86.2% 1,398 $547K
American Money Management, LLC 0.11% Reduce -3.7% 1,394 $545K
Balefire, LLC 0.18% Reduce -3.5% 1,391 $544K
Firestone Capital Management 0.14% New 1,391 $544K
Leo Wealth, LLC 0.05% Reduce -13.8% 1,390 $544K
apricus wealth, LLC 0.36% No change 1,389 $543K
WestHill Financial Advisors, Inc. 0.12% No change 1,386 $542K
Mengis Capital Management, Inc. 0.11% Reduce -1.8% 1,385 $542K
STAR Financial Bank 0.36% Reduce -12.5% 1,384 $541K
Empirical Asset Management, LLC 0.19% Add +3.4% 1,373 $537K
Ransom Advisory, Ltd 0.25% No change 1,370 $536K
SJS Investment Consulting Inc. 0.09% Reduce -0.1% 1,368 $535K
McGowan Group Asset Management, Inc. 0.07% Add +0.1% 1,363 $533K
Householder Group Estate & Retirement Specialist, LLC 0.16% Reduce -14.3% 1,364 $533K
Bard Financial Services, Inc. 0.06% Reduce -15.5% 1,360 $532K
Morningstar Investment Management LLC 0.05% Reduce -36.5% 1,348 $531K
First Community Trust NA 0.43% No change 1,350 $528K
Evanson Asset Management, LLC 0.04% No change 1,350 $528K
Thomas Story & Son LLC 0.22% Reduce -20.6% 1,350 $528K
Fi3 FINANCIAL ADVISORS, LLC 0.21% Add +49.0% 1,350 $528K
Beacon Financial Group 0.06% Add +20.5% 1,345 $526K
Sendero Wealth Management, LLC 0.08% No change 1,344 $526K
Gradient Investments LLC 0.01% Add +17.8% 1,342 $525K
Apollon Financial, LLC 0.15% Add +2.5% 1,340 $524K
Secure Asset Management, LLC 0.09% Reduce -7.0% 1,338 $523K
Formidable Asset Management, LLC 0.08% Reduce -7.2% 1,336 $523K
Burton Enright Welch 0.11% Reduce -13.0% 1,335 $522K
AdvisorShares Investments LLC 0.10% Add +4.3% 1,335 $522K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +1.0% 1,333 $522K
Investment Advisory Services Inc. /TX 0.18% Add +4.2% 1,330 $520K
Kenora Financial, LLC 0.21% No change 1,326 $519K
VeraBank, N.A. 0.15% No change 1,326 $519K
Transcendent Capital Group LLC 0.27% Add +122.5% 1,324 $518K
Gradient Capital Advisors, LLC 0.17% Reduce -3.8% 1,323 $518K
Westshore Wealth, LLC 0.21% Reduce -1.7% 1,323 $517K
Davidson Trust Co. 0.27% Add +17.8% 1,322 $517K
Warther Private Wealth, LLC 0.18% Reduce -4.4% 1,321 $517K
Waters Parkerson & Co., LLC 0.03% Add +1.6% 1,319 $516K
First National Corp. /Ma/ 0.11% No change 1,318 $516K
Monarch Capital Management Inc. 0.14% No change 1,317 $515K
Elser Financial Planning, Inc 0.75% Add +1.1% 1,315 $514K
Birchcreek Wealth Management, LLC 0.34% Reduce -3.0% 1,314 $514K
Petix & Botte Co 0.14% No change 1,312 $513K
Dogwood Wealth Management LLC 0.30% Add +6.8% 1,312 $513K
Northwest Bancshares, Inc. 0.09% Reduce -5.4% 1,310 $512K
Forbes J M & Co. LLP 0.05% No change 1,307 $511K
Austin Private Wealth, LLC 0.05% Add +1.9% 1,305 $510K
Mogy Joel R Investment Counsel Inc. 0.03% Add +8.7% 1,304 $510K
Wellington Shields Capital Management, LLC 0.09% No change 1,300 $508K
Landaas & Co. /Wi 0.14% Reduce -0.7% 1,298 $508K
Calton & Associates, Inc. 0.19% New 1,296 $507K
Optas, LLC 0.12% Add +29.6% 1,295 $506K
Gibbs Wealth Management 0.16% Add +5.8% 1,290 $505K
Castleark Management LLC 0.02% No change 1,290 $505K
Contravisory Investment Management, Inc. 0.11% Add +1.5% 1,281 $501K
Caxton Associates LP 0.02% New 1,280 $501K
Wolverine Trading, LLC 0.01% New 1,278 $500K
Monte Financial Group, LLC 0.21% No change 1,276 $499K
CYBER HORNET ETFs LLC 0.51% Reduce -4.3% 1,274 $498K
Buck Wealth Strategies, LLC 0.16% Reduce -35.9% 1,272 $498K
Kornitzer Capital Management Inc. 0.01% Reduce -3.8% 1,272 $498K
Chesley Taft & Associates LLC 0.02% Reduce -1.2% 1,271 $497K
Alpha Family Trust 0.28% No change 1,270 $497K
Next Level Private LLC 0.20% No change 1,270 $497K
Davidson Investment Advisors 0.02% No change 1,270 $497K
MCF Advisors LLC 0.03% Add +3.9% 1,264 $494K
VestGen Investment Management 0.14% Add +16.3% 1,262 $494K
Regatta Capital Group, LLC 0.10% Add +0.5% 1,259 $492K
Jupiter Wealth Management LLC 0.25% Reduce -16.1% 1,258 $492K
Global X Japan Co., Ltd. 0.06% Add +7.5% 1,255 $491K
Maven Securities LTD 0.06% Reduce -10.0% 1,253 $490K
Strategic Wealth Partners, Ltd. 0.05% Add +3.6% 1,252 $490K
LFA - Lugano Financial Advisors SA 0.33% No change 1,250 $489K
Rockingstone Advisors LLC 0.24% Reduce -1.0% 1,249 $489K
Millington Financial Advisors, LLC 0.30% Reduce -1.2% 1,249 $488K
Core Alternative Capital 0.09% No change 1,247 $488K
Grant Street Asset Management, Inc. 0.14% No change 1,244 $487K
ProVise Management Group, LLC 0.04% Add +3.0% 1,244 $487K
DNB Asset Management AS 0.00% No change 1,243 $486K
Integrated Investment Consultants, LLC 0.11% Add +1120.6% 18,187 $486K
Old Second National Bank of Aurora 0.12% Reduce -1.2% 1,239 $485K
Clear Creek Financial Management, LLC 0.05% Reduce -0.2% 1,239 $484K
TCFG Wealth Management, LLC 0.24% — 1,238 $484K
CoreFirst Bank & Trust 0.28% No change 1,236 $483K
North Star Asset Management Inc. 0.02% Reduce -2.0% 1,236 $483K
Cordatus Wealth Management LLC 0.17% No change 1,235 $483K
Braun-Bostich & Associates Inc. 0.34% Add +6.1% 1,234 $483K
Boston Trust Walden Corp 0.00% Reduce -19.6% 1,234 $483K
Retirement Planning Group, LLC 0.03% Add +11.8% 1,233 $482K
Laurel Wealth Advisors LLC 0.08% Add +17.2% 1,232 $482K
Trustco Bank Corp. N Y 0.48% No change 1,231 $481K
Machina Capital S.A.S. 0.19% New 1,231 $481K
ICONIQ Capital, LLC 0.01% New 1,231 $481K
Philip James Wealth Mangement, LLC 0.06% New 1,231 $481K
Pinnacle Financial Group, LLC / IL 0.19% Reduce -6.5% 1,230 $481K
Graves Light Lenhart Wealth, Inc. 0.06% Reduce -2.3% 1,229 $481K
MinichMacGregor Wealth Management, LLC 0.10% Add +2.3% 1,226 $479K
BOK Financial Private Wealth, Inc. 0.03% Add +161.1% 1,222 $478K
Indie Asset Partners, LLC 0.36% Reduce -1.1% 1,221 $478K
Towne Trust Company, N.A 0.17% Reduce -4.2% 1,217 $476K
Kelleher Financial Advisors 0.18% Reduce -5.9% 1,214 $475K
Enterprise Financial Services Corp 0.28% Reduce -14.1% 1,213 $474K
Analyst IMS Investment Management Services Ltd. 0.02% Reduce -8.6% 1,209 $473K
Revisor Wealth Management LLC 0.30% Reduce -1.6% 1,208 $472K
Carrera Capital Advisors 0.12% Reduce -28.5% 1,208 $472K
Greenline Partners, LLC 0.07% No change 1,205 $471K
Schonfeld Strategic Advisors LLC 0.00% Reduce -8.9% 1,204 $471K
Hollencrest Capital Management 0.02% Reduce -16.8% 1,203 $471K
CJM Wealth Advisers, Ltd. 0.16% Add +0.1% 1,200 $469K
Trust Co of Kansas 0.23% Add +65.5% 1,200 $469K
Gilman Hill Asset Management, LLC 0.08% Reduce -3.2% 1,199 $469K
Blueprint Investment Partners LLC 0.08% Add +22.6% 1,197 $468K
HTLF Bank 0.05% Reduce -13.0% 1,193 $467K
XR Securities LLC 3.02% Reduce -50.3% 1,191 $466K
Fiduciary Alliance LLC 0.06% Add +26.4% 1,187 $464K
S.A. Mason LLC 0.25% No change 1,186 $464K
Armstrong, Fleming & Moore, Inc 0.27% Reduce -4.8% 1,183 $463K
Five Oceans Advisors 0.22% Add +0.6% 1,183 $463K
Rosenberg Matthew Hamilton 0.12% Add +2.2% 1,182 $462K
Meredith Wealth Planning 0.22% No change 1,180 $462K
Keb Asset Management, LLC 0.14% No change 1,179 $461K
Traveka Wealth, LLC 0.23% Add +3.6% 1,178 $461K
Garrett Wealth Advisory Group, LLC 0.11% No change 1,175 $460K
Avity Investment Management Inc. 0.04% No change 1,175 $460K
Aua Capital Management, LLC 0.27% Reduce -0.8% 1,170 $458K
Archford Capital Strategies, LLC 0.07% Reduce -0.2% 1,161 $457K
Bangor Savings Bank 0.04% No change 1,169 $457K
Eagle Wealth Strategies LLC 0.33% No change 1,166 $456K
Capital Advisors Wealth Management, LLC 0.08% Add +0.1% 1,164 $455K
Full Sail Capital, LLC 0.03% Reduce -46.0% 1,162 $454K
Migdal Insurance & Financial Holdings Ltd. 0.01% No change 1,160 $454K
WealthPLAN Partners, LLC 0.06% Reduce -81.9% 1,159 $453K
Sutton Place Investors LLC 0.28% Add +3.5% 1,158 $453K
Joule Financial, LLC 0.16% Reduce -0.6% 1,157 $453K
Whitaker-Myers Wealth Managers, LTD. 0.15% Add +20.5% 1,156 $452K
First Nebraska Trust Co 0.04% Reduce -4.2% 1,156 $452K
Pacific Global Investment Management Co. 0.08% Reduce -0.1% 1,155 $452K
Sunflower Bank, N.A. 0.12% Add +13.0% 1,155 $452K
Hills Bank & Trust Co 0.03% Reduce -0.9% 1,155 $452K
Continuum Advisory, LLC 0.06% Add +11.9% 1,162 $450K
Alan B Lancz & Associates, Inc. 0.41% Reduce -14.8% 1,150 $450K
Garden State Investment Advisory Services LLC 0.14% Reduce -6.1% 1,146 $449K
Coyle Financial Counsel LLC 0.16% No change 1,347 $449K
LJI Wealth Management, LLC 0.09% No change 1,145 $448K
First Western Trust Bank 0.02% No change 1,145 $448K
FSB Premier Wealth Management, Inc. 0.18% Add +0.2% 1,144 $448K
Winslow Asset Management Inc. 0.08% No change 1,140 $446K
Brogan Financial, Inc. 0.25% Reduce -11.4% 1,139 $445K
Ascent Group, LLC 0.03% Add +19.4% 1,138 $445K
Virtue Capital Management, LLC 0.09% Reduce -11.2% 1,136 $444K
Warwick Investment Management, Inc. 0.11% Add +2.0% 1,135 $444K
WealthBridge Capital Management, LLC 0.13% Add +21.5% 1,132 $443K
Alesco Advisors, LLC, An ESL Co 0.01% No change 1,127 $441K
Anchor Capital Advisors LLC 0.01% No change 1,127 $441K
Rockline Wealth Management, LLC 0.12% No change 1,127 $441K
Cantor Fitzgerald Investment Advisors L.P. 0.03% New 1,126 $440K
Register Financial Advisors LLC 0.23% Add +0.1% 1,124 $439K
FSA Advisors, Inc. 0.44% Add +0.2% 1,265 $439K
Baron Wealth Management LLC 0.21% Add +1.7% 1,121 $438K
GC Wealth Management RIA, LLC 0.08% Reduce -4.0% 1,120 $438K
WealthShield Partners, LLC 0.06% Add +21.0% 1,119 $438K
Hutchens & Kramer Investment Management Group, LLC 0.24% Add +10.3% 1,115 $438K
Mindset Wealth Management, LLC 0.18% — 1,118 $437K
New Wave Wealth Advisors LLC 0.20% Reduce -8.0% 1,118 $437K
Heritage Oak Wealth Advisors LLC 0.20% New 1,118 $437K
Hengehold Capital Management LLC 0.04% Add +7.7% 1,115 $436K
Finivi Inc. 0.35% Reduce -0.7% 1,115 $436K
Tortoise Investment Management, LLC 0.05% Reduce -5.1% 1,114 $436K
FIL Ltd 0.00% Add +12.4% 1,114 $436K
Silver Coast Investments LLC 0.16% Reduce -1.1% 1,113 $435K
Sivia Capital Partners, LLC 0.26% Add +15.9% 1,108 $434K
Isthmus Partners, LLC 0.05% Reduce -11.9% 1,107 $433K
Prostatis Group LLC 0.14% Reduce -4.1% 1,106 $433K
Bristlecone Advisors, LLC 0.03% No change 1,105 $432K
Moss Adams Wealth Advisors LLC 0.05% Add +11.1% 1,102 $431K
Royal Capital Wealth Management, LLC 0.30% No change 1,100 $430K
Tower Wealth Partners, Inc. 0.25% Reduce -4.9% 1,097 $429K
Greenup Street Wealth Management LLC 0.09% Add +1.7% 1,096 $429K
Schrum Private Wealth Management LLC 0.22% New 1,096 $429K
Liberty Wealth Management LLC 0.07% Reduce -94.6% 1,095 $428K
Prentice Wealth Management LLC 0.13% New 1,091 $427K
Financial Advisors, LLC 0.08% Reduce -3.5% 1,090 $426K
Bender Robert & Associates 0.09% — 1,089 $426K
Baker Tilly Wealth Management, LLC 0.19% Reduce -63.4% 1,088 $426K
Richard W. Paul & Associates, LLC 0.15% Reduce -1.3% 1,084 $424K
Consilium Wealth Advisory, LLC 0.23% No change 1,079 $422K
Compass Financial Group, INC 0.08% Add +0.2% 1,077 $421K
Silvant Capital Management LLC 0.02% No change 1,076 $421K
Lynx Investment Advisory 0.30% Add +6.5% 1,076 $421K
Greenwood Capital Associates LLC 0.05% Reduce -5.5% 1,074 $420K
Apexium Financial, LP 0.03% Add +7.1% 1,071 $419K
Selective Wealth Management, Inc. 0.17% No change 1,079 $419K
Peoples Bank 0.21% Reduce -18.8% 1,068 $418K
Accel Wealth Management 0.16% Reduce -3.6% 1,067 $417K
Meridian Wealth Advisors, LLC 0.07% Add +11.2% 1,066 $417K
Pettyjohn, Wood & White, Inc. 0.08% No change 1,065 $417K
Legacy Advisory Services, LLC 0.36% No change 1,064 $416K
Foster Group, Inc. 0.02% Add +8.1% 1,064 $416K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.16% No change 1,063 $416K
Advus Financial Partners, LLC 0.12% No change 1,059 $414K
Cadence Bank 0.03% Reduce -0.3% 1,059 $414K
O'ROURKE & COMPANY, Inc 0.21% Add +14.8% 1,058 $414K
NWF Advisory Services Inc. 0.06% New 1,057 $413K
Embree Financial Group 0.07% New 1,054 $412K
Tiller Private Wealth, Inc. 0.17% No change 1,054 $412K
Perennial Investment Advisors, LLC 0.05% Reduce -0.1% 1,053 $411K
Beddow Capital Management Inc. 0.17% No change 1,050 $411K
1834 Investment Advisors Co. 0.05% No change 1,049 $410K
Aprio Wealth Management, LLC 0.07% Add +19.4% 1,048 $410K
Financial Perspectives, Inc 0.14% No change 1,048 $410K
Brophy Wealth Management, LLC 0.15% — 1,045 $409K
Castleview Partners, LLC 0.24% Add +3.8% 1,044 $408K
DF Dent & Co. Inc. 0.01% No change 1,044 $408K
Onyx Financial Advisors, LLC 0.22% Add +0.4% 1,043 $408K
Legacy Financial Group, Inc. 0.14% Add +0.6% 1,083 $407K
Sterling Investment Counsel, LLC 0.14% Add +40.7% 1,040 $407K
Facet Wealth, Inc. 0.01% Add +71.3% 1,069 $406K
Smallwood Wealth Investment Management, LLC 0.29% Add +2.6% 1,037 $405K
LBMC Investment Advisors, LLC 0.03% No change 1,036 $405K
Carmel Capital Partners, LLC 0.16% Add +6.5% 1,032 $404K
Wealthspire Retirement, LLC 0.03% Reduce -2.2% 1,026 $401K
AlphaCore Capital LLC 0.09% Reduce -5.3% 1,026 $401K
Sugarloaf Wealth Management, LLC 0.07% No change 1,024 $401K
Community Trust & Investment Co. 0.03% New 1,020 $399K
Highview Capital Management LLC 0.16% No change 1,020 $399K
Childress Capital Advisors, LLC 0.11% Add +2.1% 1,018 $398K
Ledgewood Wealth Advisors, LLC 0.27% Add +1.7% 1,017 $398K
Hutchinson Capital Management 0.08% No change 1,017 $398K
SPC Financial, Inc. 0.04% Reduce -9.5% 1,015 $397K
Private Portfolio Partners LLC 0.07% New 1,013 $396K
SkyOak Wealth, LLC 0.09% No change 1,012 $396K
Interchange Capital Partners, LLC 0.14% Add +8.3% 1,010 $395K
Western Financial Corp 0.22% Add +1.9% 1,010 $395K
Miller Wealth Advisors, LLC 0.21% No change 1,000 $394K
Peterson Wealth Advisors, LLC 0.07% Reduce -4.2% 1,007 $394K
JB Capital LLC 0.02% Add +0.1% 1,007 $394K
Crane Advisory, LLC 0.07% No change 1,014 $393K
NTV Asset Management LLC 0.05% No change 1,005 $393K
Kestra Investment Management, LLC 0.02% New 1,005 $393K
American Institute for Advanced Investment Management, LLP 0.28% No change 1,005 $393K
CWS Financial Advisors, LLC 0.14% No change 1,004 $393K
Capstone Investment Advisors, LLC 0.01% Reduce -90.8% 1,003 $392K
Stonebrook Private Inc. 0.10% Reduce -15.5% 1,003 $392K
Merrion Investment Management Co, LLC 0.26% No change 1,000 $391K
Private Wealth Partners, LLC 0.03% No change 1,000 $391K
Delta Capital Management LLC 0.23% No change 1,000 $391K
PAX Financial Group, LLC 0.07% Add +4.0% 998 $390K
Financial Engines Advisors L.L.C. 0.00% Add +34.0% 996 $390K
Tandem Wealth Advisors LLC 0.20% Reduce -1.1% 995 $389K
Meridian Financial Partners LLC 0.20% Reduce -1.4% 994 $389K
Centric Wealth Management 0.10% Add +0.7% 932 $389K
MJP Associates Inc. 0.07% Add +12.3% 992 $388K
49 Wealth Management, LLC 0.06% Add +33.9% 988 $387K
Foster Dykema Cabot & Partners, LLC 0.03% Add +13.7% 988 $386K
Planning Alternatives Ltd. 0.06% Add +0.2% 987 $386K
Exchange Capital Management, Inc. 0.06% Reduce -3.0% 986 $386K
Summit X, LLC 0.09% Reduce -10.6% 1,138 $385K
Bremer Bank National Association 0.07% Reduce -21.3% 985 $385K
First United Bank & Trust 0.14% Reduce -3.0% 983 $384K
Boston Partners 0.00% Reduce -12.8% 981 $384K
Kelly Lawrence W & Associates Inc. 0.09% Add +104.4% 979 $383K
Vestia Personal Wealth Advisors 0.36% Add +1.1% 978 $383K
Plante Moran Financial Advisors, LLC 0.03% Reduce -7.7% 978 $383K
Bridgewealth Advisory Group, LLC 0.14% New 976 $382K
Walkner Condon Financial Advisors LLC 0.08% Add +18.6% 976 $382K
Balboa Wealth Partners 0.10% Reduce -3.1% 975 $381K
Annex Advisory Services, LLC 0.01% Add +0.3% 974 $381K
Vision Capital Management, Inc. 0.05% New 970 $379K
First Interstate Bank 0.02% Reduce -16.5% 969 $379K
Commonwealth Financial Services, LLC 0.07% Reduce -4.1% 963 $378K
Purus Wealth Management, LLC 0.16% Reduce -2.9% 966 $378K
Crestmont Private Wealth LLC 0.16% Add +0.9% 964 $377K
Precision Wealth Strategies, LLC 0.35% Add +9.7% 963 $377K
Black Diamond Financial, LLC 0.06% Add +38.0% 955 $373K
Gallacher Capital Management LLC 0.17% New 951 $372K
Mount Vernon Associates Inc. 0.30% New 950 $372K
Abbot Financial Management, Inc. 0.19% No change 950 $372K
United Advisor Group, LLC 0.08% Add +15.0% 949 $371K
Keystone Financial Group 0.05% No change 945 $370K
360 Financial, Inc. 0.14% New 945 $370K
Baker Boyer National Bank 0.12% No change 945 $370K
D.B. Root & Company, LLC 0.12% Add +8.8% 944 $369K
Private Capital Management LLC 0.07% Add +1.9% 943 $369K
Palogic Value Management, L.P. 0.15% Reduce -1.7% 942 $368K
Elgethun Capital Management 0.09% Add +0.2% 942 $368K
Horan Capital Advisors, LLC. 0.12% No change 941 $368K
1620 Investment Advisors, Inc. 0.27% Add +1.3% 939 $367K
Wedgewood Investors Inc. 0.40% No change 933 $365K
McIlrath & Eck, LLC 0.05% Add +0.4% 932 $365K
Manchester Financial Inc. 0.08% Reduce -0.6% 929 $363K
Lodestar Private Asset Management LLC 0.05% No change 927 $363K
Citizens & Northern Corp. 0.11% No change 925 $362K
Northstar Advisory Group, LLC 0.19% Reduce -3.4% 924 $361K
Drake & Associates, LLC 0.12% Add +30.1% 924 $361K
Wintrust Investments LLC 0.27% Reduce -86.3% 920 $360K
JTC Employer Solutions Trustee Ltd 0.02% No change 920 $360K
Van Cleef Asset Management,Inc 0.04% No change 920 $360K
Arax Advisory Partners 0.03% Add +6.0% 920 $360K
Verus Financial Partners, Inc. 0.04% No change 914 $359K
Signature Resources Capital Management, LLC 0.33% No change 915 $358K
Chico Wealth RIA 0.31% No change 915 $358K
Chase Investment Counsel Corp. 0.12% No change 914 $357K
Driehaus Capital Management LLC 0.00% New 912 $357K
Stonebridge Financial Planning Group, LLC 0.17% No change 912 $357K
James J. Burns & Company, LLC 0.06% Add +31.9% 910 $356K
SeaBridge Investment Advisors LLC 0.09% No change 910 $356K
Heritage Financial Services, LLC 0.05% No change 909 $356K
Clare Market Investments LLC 0.09% No change 909 $356K
Pettee Investors, Inc. 0.17% No change 908 $355K
Security National Bank of Sioux City Iowa 0.22% No change 904 $354K
American State Bank (Iowa) 0.21% Add +0.2% 903 $353K
GW Henssler & Associates Ltd. 0.02% Add +0.6% 902 $353K
HTG Investment Advisors, Inc. 0.17% No change 900 $352K
Mullaney, Keating & Wright, Inc. 0.24% No change 900 $352K
MBB Public Markets I LLC 0.03% Reduce -97.5% 900 $352K
Cullen Capital Management, LLC 0.00% No change 900 $352K
Sabal Trust CO 0.02% Add +18.3% 899 $352K
Headinvest, LLC 0.06% No change 896 $350K
Key Client Fiduciary Advisors, LLC 0.16% Add +23.8% 896 $350K
Central Valley Advisors, LLC 0.20% No change 892 $349K
PCA Investment Advisory Services Inc. 0.16% No change 891 $349K
Madison Wealth Partners, Inc 0.10% No change 888 $347K
Mayfair Advisory Group, LLC 0.22% Add +0.1% 873 $347K
Fragasso Financial Advisors Inc 0.03% Add +6.0% 886 $347K
Grant/GrossMendelsohn, LLC 0.15% Reduce -4.4% 885 $346K
Concorde Asset Management, LLC 0.19% Reduce -2.4% 880 $344K
Eclectic Associates Inc. 0.14% No change 880 $344K
Waterford Advisors, LLC 0.17% No change 877 $343K
Jmac Enterprises LLC 0.05% Add +3.5% 876 $343K
Adams Wealth Management 0.07% No change 876 $343K
CacheTech Inc. 0.07% No change 876 $343K
SYM FINANCIAL Corp 0.05% Add +7.1% 876 $343K
Wedge Capital Management L L P 0.01% Add +1.0% 875 $342K
Luts & Greenleigh Group, Inc. 0.33% Add +4.0% 873 $341K
Hourglass Capital, LLC 0.10% Reduce -5.4% 872 $341K
Per Stirling Capital Management, LLC. 0.05% No change 871 $341K
Rede Wealth, LLC 0.13% Reduce -6.7% 868 $339K
Southland Equity Partners LLC 0.08% Add +10.2% 866 $339K
Holland Advisory Services, Inc. 0.44% No change 862 $337K
USA Financial Formulas 0.05% Reduce -0.2% 862 $337K
S.E.E.D. Planning Group LLC 0.11% No change 860 $336K
Verum Partners LLC 0.10% No change 857 $335K
McAdam, LLC 0.02% Add +27.8% 856 $335K
Shufro Rose & Co. LLC 0.03% No change 1,005 $335K
Hamilton Capital, LLC 0.02% No change 889 $334K
Capital Analysts, LLC 0.01% Add +9.2% 856 $334K
Destination Wealth Management 0.01% Add +37.3% 854 $334K
Sunpointe, LLC 0.27% Reduce -18.1% 853 $334K
Susquehanna International Group Ltd. 0.07% New 853 $334K
Schaper Benz & Wise Investment Counsel Inc. 0.03% No change 852 $333K
Barlow Wealth Partners, LLC 0.04% No change 836 $333K
Financial Council, LLC 0.17% No change 850 $332K
Northwest Financial Advisors 0.26% Reduce -2.8% 850 $332K
WMG Financial Advisors, LLC 0.15% Reduce -3.0% 849 $332K
Angeles Wealth Management, LLC 0.03% Reduce -7.3% 849 $332K
Source Financial Advisors LLC 0.10% Reduce -0.1% 848 $332K
True Wealth Design, LLC 0.13% Reduce -3.4% 847 $331K
Morton Community Bank 0.09% Add +13.3% 846 $331K
Zions Bancorporation, N.A. 0.02% Add +0.7% 845 $330K
D'Orazio & Associates, Inc. 0.05% Reduce -2.9% 845 $330K
American Trust 0.03% Reduce -2.5% 844 $330K
Bridge Advisory, LLC 0.16% Add +0.5% 844 $330K
Sterling Financial Planning, Inc. 0.12% No change 841 $329K
Phillips Wealth Planners LLC 0.31% Add +25.4% 835 $329K
Middleton & Co. Inc. 0.04% No change 840 $329K
Ellenbecker Investment Group 0.06% Reduce -8.0% 839 $328K
Crown Wealth Group, LLC 0.14% Reduce -1.8% 839 $328K
Brightwater Advisory LLC 0.24% Add +0.2% 839 $328K
One Charles Private Wealth Services, LLC 0.12% Reduce -0.8% 834 $326K
Alpine Woods Capital Investors, LLC 0.06% No change 821 $326K
Magnolia Capital Advisors LLC 0.16% Add +11.4% 830 $325K
Wescott Financial Advisory Group, LLC 0.03% Add +2.2% 827 $323K
Canvas Wealth Advisors, LLC 0.09% New 827 $323K
Blodgett Wealth Advisors, LLC 0.27% Reduce -1.9% 826 $323K
waypoint wealth counsel 0.22% Reduce -2.1% 827 $323K
Rebalance, LLC 0.02% No change 825 $323K
Versant Capital Management, Inc 0.07% Add +23.3% 825 $323K
Encompass Wealth Advisors, LLC 0.08% Reduce -2.1% 823 $322K
Foster Victor Wealth Advisors, LLC 0.03% Reduce -10.2% 811 $321K
Convergence Financial, LLC 0.07% Reduce -14.7% 821 $321K
Orion Capital Management LLC 0.16% No change 820 $321K
CFO4Life Group, LLC 0.06% Reduce -8.2% 817 $320K
Axim Planning & Wealth 0.36% Add +2.0% 816 $319K
Ewa, LLC 0.11% Add +14.1% 824 $319K
Bright Financial Advisors, Inc. 0.20% Add +17.8% 815 $319K
CAP Partners, LLC 0.24% Add +0.4% 813 $318K
Clark Asset Management, LLC 0.07% New 811 $317K
Bouchey Financial Group, Ltd. 0.03% Add +2.5% 811 $317K
Cambridge Financial Group, LLC 0.13% No change 801 $313K
Ballew Advisors, Inc 0.21% Reduce -1.7% 791 $313K
Versor Investments LP 0.05% Reduce -70.4% 800 $313K
Two Sigma Advisers, LP 0.00% Reduce -89.5% 800 $313K
Pekin Hardy Strauss, Inc. 0.04% Add +0.1% 800 $313K
Apella Capital, LLC 0.01% Add +2.7% 792 $312K
Red Mountain Financial, LLC 0.33% Add +20.7% 798 $312K
Sightline Wealth Advisors, LLC 0.17% No change 797 $312K
Symmetry Partners, LLC 0.07% Reduce -84.1% 796 $311K
Basepoint Wealth LLC 0.23% Add +4.6% 794 $310K
First PREMIER Bank 0.08% No change 790 $309K
Cheviot Value Management, LLC 0.06% Reduce -0.6% 788 $308K
Adero Partners, LLC 0.02% Add +12.9% 786 $307K
Cook Wealth, LLC 0.15% No change 809 $307K
McDonald Partners LLC 0.08% Add +0.1% 784 $307K
Cannon Wealth Management Services, LLC 0.28% — 783 $306K
Wealth Dimensions Group, Ltd. 0.08% Reduce -4.5% 782 $306K
Spring Capital Management, LLC 0.25% No change 1,120 $306K
Disciplined Investments, LLC 0.15% Reduce -1.1% 779 $305K
Verity & Verity, LLC 0.03% Reduce -12.5% 779 $305K
Kingfisher Capital LLC 0.07% Add +2.9% 778 $304K
Koss-Olinger Consulting, LLC 0.03% No change 778 $304K
Safe Harbor Fiduciary, LLC 0.28% — 777 $304K
Jag Capital Management, LLC 0.04% Add +0.4% 777 $304K
KFA Private Wealth Group, LLC 0.14% New 776 $304K
Ifrah Financial Services, Inc. 0.08% Reduce -4.3% 774 $303K
Cutter & CO Brokerage, Inc. 0.07% No change 772 $302K
Sand Hill Global Advisors, LLC 0.01% Reduce -5.4% 772 $302K
Wallace Advisory Group, LLC 0.22% Reduce -2.8% 906 $302K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.05% Add +3.4% 770 $301K
Mirador Capital Partners LP 0.05% Reduce -1.2% 770 $301K
Holistic Financial Partners 0.14% Add +1.1% 769 $301K
Hoey Investments, Inc. 0.06% No change 902 $300K
Baxter Bros Inc. 0.04% Reduce -11.0% 766 $300K
LaSalle St. Investment Advisors, LLC 0.12% New 766 $299K
Intrepid Capital Management Inc. 0.17% Add +4.1% 763 $298K
Global Assets Advisory, LLC 0.16% Add +15.2% 760 $298K
MPS Loria Financial Planners, LLC 0.09% Reduce -46.8% 760 $297K
Broadleaf Partners, LLC 0.07% No change 760 $297K
Brandywine Oak Private Wealth LLC 0.03% Add +15.2% 760 $297K
Parisi Gray Wealth Management 0.10% Reduce -1.8% 757 $296K
Arlington Trust Co LLC 0.06% Add +117.2% 756 $296K
Pegasus Partners Ltd. 0.03% No change 756 $296K
Castle Rock Wealth Management, LLC 0.07% Reduce -21.4% 736 $295K
Houlihan Financial Resource Group, Ltd. 0.12% New 754 $295K
Ethos Financial Group, LLC 0.05% Add +3.7% 754 $295K
Cohen & Steers, Inc. 0.00% New 755 $295K
Arcus Capital Partners, LLC 0.11% Add +0.1% 753 $295K
Maple Capital Management, Inc. 0.02% Reduce -39.5% 753 $295K
Barton Investment Management 0.04% No change 753 $295K
General Partner, Inc. 0.18% No change 752 $294K
Pingora Partners LLC 0.21% No change 750 $293K
Millennium Capital Advisors, LLC 0.19% No change 750 $293K
Elk River Wealth Management LLC 0.05% No change 750 $293K
WNY Asset Management, LLC 0.03% Reduce -34.8% 748 $293K
McLean Asset Management Corp 0.09% Add +1.8% 736 $292K
Werba Rubin Papier Wealth Management 0.07% Add +4.5% 747 $292K
Hurlow Wealth Management Group, Inc. 0.09% No change 747 $292K
Veltria Advisors Corp. 0.12% New 746 $292K
First International Bank & Trust 0.09% Add +2.8% 745 $291K
Dorsey Wright & Associates 0.07% Reduce -0.4% 743 $291K
Leibman Financial Services, Inc. 0.21% No change 744 $291K
HF Advisory Group, LLC 0.13% No change 743 $290K
Piedmont Capital Management, LLC 0.17% Reduce -3.8% 732 $289K
Edmp, Inc. 0.24% Reduce -16.6% 738 $289K
Colonial River Investments, LLC 0.14% Reduce -0.8% 734 $287K
BIP Wealth, LLC 0.02% New 732 $287K
Trilogy Capital Inc. 0.01% Add +4.9% 732 $286K
Websterrogers Financial Advisors, LLC 0.10% No change 730 $286K
Annis Gardner Whiting Capital Advisors, LLC 0.08% Reduce -26.9% 729 $285K
Monterey Private Wealth, Inc. 0.10% Reduce -22.2% 727 $284K
Cascade Financial Partners, LLC 0.04% No change 730 $284K
Paces Ferry Wealth Advisors, LLC 0.16% Reduce -0.3% 721 $282K
Blake Schutter Theil Wealth Advisors, LLC 0.20% — 720 $282K
Hyperion Capital Advisors LP 0.13% New 720 $282K
Moloney Securities Asset Management, LLC 0.04% Reduce -23.8% 720 $282K
Fort, L.P. 0.71% Reduce -5.6% 719 $281K
Global Financial Private Client, LLC 0.11% Add +2.1% 716 $280K
Ulland Investment Advisors, LLC 0.21% No change 715 $280K
ROI Financial Advisors, LLC 0.19% New 714 $279K
Kendall Capital Management 0.09% No change 714 $279K
Roberts Glore & Co. Inc. 0.08% No change 714 $279K
Forza Wealth Management, LLC 0.13% New 713 $279K
Jump Financial, LLC 0.01% Reduce -89.5% 713 $279K
Dover Advisors, LLC 0.16% No change 712 $278K
Enclave Advisors LLC 0.05% — 712 $278K
Tilia Fiduciary Partners, Inc. 0.19% Reduce -1.4% 711 $278K
Alerus Financial NA 0.02% Reduce -4.8% 710 $278K
Sageworth Trust Co 0.02% Reduce -12.8% 710 $278K
First Bank & Trust 0.05% Add +4.0% 709 $277K
HBW Advisory Services LLC 0.04% Add +14.2% 709 $277K
Lynch & Associates 0.06% Add +0.8% 708 $277K
Geneva Partners, LLC 0.12% Add +0.1% 707 $276K
Orgel Wealth Management, LLC 0.01% No change 706 $276K
JARISLOWSKY, FRASER Ltd 0.00% No change 705 $276K
Westside Investment Management, Inc. 0.06% No change 749 $275K
Eubel Brady & Suttman Asset Management Inc. 0.04% Reduce -26.1% 704 $275K
Legacy Edge Advisors, LLC 0.04% Reduce -3.0% 703 $275K
Angeles Investment Advisors, LLC 0.01% No change 703 $275K
Meritas Wealth Management, LLC 0.17% No change 700 $274K
Core Wealth Partners LLC 0.17% Reduce -1.3% 700 $274K
Stone Run Capital, LLC 0.10% No change 700 $274K
Fractal Investments LLC 0.05% No change 700 $274K
Northside Capital Management, LLC 0.04% No change 700 $274K
Knollwood Investment Advisory, LLC 0.03% No change 700 $274K
Fortitude Advisory Group L.L.C. 0.17% Reduce -15.2% 698 $273K
Marotta Asset Management 0.05% No change 697 $273K
Chatham Capital Group, Inc. 0.04% No change 696 $272K
Claret Asset Management Corp 0.04% Add +0.4% 694 $272K
Certified Advisory Corp 0.03% Add +0.7% 694 $272K
Gemmer Asset Management LLC 0.03% Reduce -17.9% 690 $270K
Clay Northam Wealth Management, LLC 0.19% Add +7.8% 689 $269K
MKT Advisors LLC 0.13% Add +0.3% 683 $269K
Brady Family Wealth, LLC 0.08% Reduce -8.1% 688 $269K
Ables, Iannone, Moore & Associates, Inc. 0.17% No change 687 $269K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% New 687 $269K
Granite FO LLC 0.15% No change 685 $268K
Pioneer Trust Bank N A 0.07% No change 683 $267K
Keebeck Wealth Management 0.04% Reduce -2.3% 682 $267K
Seeds Investor LLC 0.10% New 681 $267K
Pacific Center for Financial Services 0.07% Add +0.3% 680 $266K
Physician Wealth Advisors, Inc. 0.05% Add +0.4% 683 $265K
Valtinson Bruner Financial Planning LLC 0.09% Reduce -0.3% 675 $264K
Klingman & Associates, LLC 0.02% Add +2.3% 673 $263K
Integral Investment Advisors, Inc. 0.07% Reduce -1.6% 669 $262K
First Business Financial Services, Inc. 0.03% No change 667 $261K
Willis Johnson & Associates, Inc. 0.02% New 665 $260K
KOM Wealth Management Group, LLC 0.22% Reduce -1.3% 663 $259K
FSM Wealth Advisors, LLC 0.07% Add +10.1% 663 $259K
Omnia Family Wealth, LLC 0.11% New 662 $259K
Vigilare Wealth Management 0.10% No change 661 $259K
GEM Asset Management, LLC 0.15% No change 648 $258K
Advantage Trust Co 0.18% Reduce -29.0% 660 $258K
Dechtman Wealth Management, LLC 0.05% Add +0.5% 660 $258K
Planned Solutions, Inc. 0.10% No change 659 $258K
Opinicus Capital, Inc. 0.21% Reduce -1.8% 659 $258K
Altfest L J & Co. Inc. 0.03% Add +0.5% 657 $257K
Aldebaran Financial Inc. 0.30% No change 657 $257K
Kolinsky Wealth Management, LLC 0.17% Add +2.5% 656 $257K
Aveo Capital Partners, LLC 0.03% Reduce -1.4% 655 $256K
Uhlmann Price Securities, LLC 0.20% — 655 $256K
Delta Financial Advisors LLC 0.09% No change 653 $255K
Aviance Capital Partners, LLC 0.03% Reduce -0.6% 648 $255K
LongView Wealth Management 0.08% Reduce -1.8% 652 $255K
Capital Market Strategies LLC 0.15% Add +0.3% 652 $255K
Glass Jacobson Investment Advisors llc 0.08% No change 651 $255K
Nia Impact Advisors, LLC 0.08% New 651 $255K
Invst, LLC 0.03% Reduce -6.5% 651 $255K
Optivise Advisory Services LLC 0.13% Reduce -11.9% 651 $254K
Altus Wealth Group LLC 0.11% Add +7.1% 650 $254K
Barnes Pettey Financial Advisors, LLC 0.20% No change 650 $254K
Talisman Wealth Advisors LLC 0.27% Add +1.7% 649 $254K
Pinnacle Bancorp, Inc. 0.07% No change 649 $254K
RW Investment Management LLC 0.03% No change 648 $253K
New Jersey Better Educational Savings Trust 0.48% No change 647 $253K
Lokken Investment Group LLC 0.11% Reduce -16.9% 647 $253K
Pure Portfolios Holdings LLC 0.10% — 646 $253K
Semus Wealth Partners LLC 0.18% Add +0.9% 645 $252K
Arbor Investment Advisors, LLC 0.03% No change 645 $252K
Cerro Pacific Wealth Advisors LLC 0.10% No change 755 $251K
Wagner Wealth Management, LLC 0.07% New 642 $251K
Swisher Financial Concepts, Inc. 0.16% Reduce -7.2% 643 $251K
Morton Capital Management LLC 0.05% New 640 $250K
Eagle Capital Management, LLC 0.10% No change 639 $250K
Calydon Capital 0.04% No change 727 $250K
ORBA Wealth Advisors, L.L.C. 0.13% No change 638 $250K
Revolve Wealth Partners, LLC 0.04% Reduce -6.3% 637 $249K
Alpine Bank Wealth Management 0.04% — 636 $249K
Octavia Wealth Advisors, LLC 0.03% Reduce -15.4% 635 $248K
JSF Financial, LLC 0.07% Reduce -1.4% 632 $247K
Inspirion Wealth Advisors, LLC 0.03% No change 631 $247K
Redhawk Wealth Advisors, Inc. 0.04% Reduce -34.0% 631 $247K
Peddock Capital Advisors, LLC 0.06% No change 630 $246K
Bush Investment Group, LLC 0.20% No change 630 $246K
Financial Network Wealth Advisors LLC 0.20% Reduce -0.2% 629 $246K
Lazard Freres Gestion S.A.S. 0.01% No change 630 $246K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.07% Add +3.8% 626 $245K
Strategic Financial Concepts, LLC 0.08% Reduce -99.7% 626 $245K
Buffington Mohr McNeal 0.04% No change 625 $244K
Debussy Capital Management LP 0.07% New 622 $243K
Chemistry Wealth Management LLC 0.06% Reduce -2.0% 622 $243K
Capital Markets Trading UK LLP 0.22% New 621 $243K
Doheny Asset Management 0.17% No change 621 $243K
Patron Partners, LLC 0.13% Add +1.5% 621 $243K
Integrity Wealth Solutions LLC 0.14% New 621 $243K
Red Wave Investments LLC 0.08% Add +0.7% 620 $242K
Meritage Portfolio Management 0.01% New 619 $242K
Bourne Lent Asset Management Inc. 0.09% No change 618 $242K
Sage Investment Advisers LLC 0.25% Add +0.3% 617 $241K
Strategic Financial Services, Inc. 0.01% New 615 $241K
First Pacific Financial 0.06% Add +68.7% 614 $240K
Salomon & Ludwin, LLC 0.02% Add +0.3% 614 $240K
Capital Counsel LLC 0.01% No change 611 $239K
Virtus Investment Advisers, LLC 0.19% Add +281.3% 610 $239K
Baltimore-Washington Financial Advisors, Inc. 0.01% Add +1.0% 610 $239K
Unison Asset Management LLC 0.11% No change 606 $237K
Hilltop Partners LLC 0.08% Add +0.2% 606 $237K
Platte River Wealth Advisors, LLC 0.06% Reduce -35.3% 605 $237K
Godsey & Gibb, Inc. 0.02% Reduce -6.8% 605 $237K
Great Waters Wealth Management 0.03% New 604 $236K
CTC Alternative Strategies, Ltd. 0.29% Reduce -92.8% 601 $235K
Weybosset Research & Management LLC 0.08% New 600 $235K
Tolleson Wealth Management, Inc. 0.04% Reduce -1.0% 600 $235K
Baugh & Associates, LLC 0.12% New 600 $235K
Vantage Wealth 0.05% New 600 $235K
Smith Group Asset Management, LLC 0.02% New 600 $235K
Crestline Management, L.P. 0.01% New 600 $235K
Collective Family Office LLC 0.06% Reduce -2.0% 599 $234K
Acorns Advisers, LLC 0.00% New 598 $234K
Altiora Financial Group, LLC 0.05% New 598 $234K
Clarity Financial LLC 0.03% New 597 $234K
Smith Thornton Advisors LLC 0.15% New 597 $233K
RFG Holdings, Inc. 0.08% New 596 $233K
Palisades Hudson Asset Management, L.P. 0.10% New 595 $233K
Brass Tax Wealth Management, Inc. 0.05% Reduce -16.3% 594 $232K
Intelligence Driven Advisers, LLC 0.03% New 593 $232K
Northeast Financial Consultants Inc 0.01% New 592 $232K
KPP Advisory Services LLC 0.06% New 590 $231K
Florida Financial Advisors, LLC 0.12% New 588 $230K
Warren Street Wealth Advisors, LLC 0.10% New 588 $230K
Kapitalo Investimentos Ltda 0.06% Reduce -37.0% 588 $230K
Gallagher Fiduciary Advisors, LLC 0.05% New 587 $230K
Piscataqua Savings Bank 0.19% No change 586 $229K
Prairie Sky Financial Group LLC 0.13% New 585 $229K
ForthRight Wealth Management, LLC 0.08% New 584 $228K
AlphaQuest LLC 0.02% Reduce -73.3% 584 $228K
Nova R Wealth, Inc. 0.11% New 582 $228K
Hollow Brook Wealth Management LLC 0.07% New 582 $228K
Human Investing LLC 0.04% New 579 $226K
Cherrydale Wealth Management, LLC 0.09% New 579 $226K
Encompass More Asset Management 0.09% New 576 $225K
Fidelity D & D Bancorp Inc. 0.15% New 576 $225K
Abel Hall, LLC 0.15% New 575 $225K
Orion Investment Co 0.09% New 575 $225K
TCP Asset Management, LLC 0.05% New 575 $225K
Zimmermann Investment Management & Planning LLC 0.07% New 573 $224K
Boomfish Wealth Group, LLC 0.14% New 572 $224K
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.15% Reduce -61.1% 570 $223K
PGIM Custom Harvest LLC 0.00% New 568 $222K
Renasant Bank 0.15% New 568 $222K
PrairieView Partners, LLC 0.02% Add +15.2% 568 $222K
Ariadne Wealth Management, LP 0.12% New 542 $222K
Retirement Income Solutions, Inc. 0.05% New 566 $221K
Sloy Dahl & Holst, LLC 0.04% New 566 $221K
WoodTrust Financial Corp 0.03% New 565 $221K
EPG Wealth Management LLC 0.06% Add +0.0% 564 $221K
Peak Asset Management, LLC 0.04% New 564 $221K
Yarger Wealth Strategies, LLC 0.12% New 564 $220K
ERn Financial, LLC 0.03% New 563 $220K
Correct Capital Wealth Management 0.05% New 563 $220K
Renaissance Investment Group LLC 0.05% New 563 $220K
Ashton Thomas Securities, LLC 0.04% New 562 $220K
Banque Pictet & Cie SA 0.00% New 562 $220K
WPWealth LLP 0.05% New 560 $219K
Client 1ST Advisory Group, LLC 0.09% New 559 $219K
Amplius Wealth Advisors, LLC 0.02% Reduce -7.0% 559 $219K
OMC Financial Services LTD 0.10% No change 655 $218K
Northwest Bank & Trust Co 0.17% No change 557 $218K
Princeton Global Asset Management LLC 0.04% No change 555 $217K
Oxinas Partners, LLC 0.13% New 555 $217K
Sage Rhino Capital LLC 0.05% New 554 $217K
Quaker Wealth Management, LLC 0.08% — 553 $216K
Borer Denton & Associates, Inc. 0.07% New 553 $216K
Garrison Asset Management, LLC 0.11% New 551 $216K
Jacobsen Capital Management 0.09% New 551 $216K
Second Line Capital, LLC 0.06% New 551 $216K
Unique Wealth, LLC 0.05% New 551 $216K
Stephens Consulting, LLC 0.06% No change 551 $215K
Joseph P. Lucia & Associates, LLC 0.10% Reduce -15.4% 550 $215K
Polymer Capital Management (HK) LTD 0.05% Reduce -42.1% 550 $215K
First National Bank of Omaha 0.01% New 550 $215K
Scott & Selber, Inc. 0.07% New 550 $215K
Successful Portfolios LLC 0.15% New 549 $215K
Safeguard Financial, LLC 0.05% New 549 $215K
Sagace Wealth Management LLC 0.17% New 545 $215K
Hibernia Wealth Partners, LLC 0.07% New 549 $215K
Family Capital Management, Inc. 0.14% New 546 $214K
Gibson Wealth Advisors LLC 0.17% New 545 $213K
Burt Wealth Advisors 0.05% New 544 $213K
Fielder Capital Group LLC 0.07% New 544 $213K
Weaver Consulting Group 0.07% New 543 $212K
Consilio Wealth Advisors, LLC 0.09% New 542 $212K
GAMCO Investors 0.00% New 540 $211K
Element Wealth, LLC 0.11% New 537 $210K
Halter Ferguson Financial Inc. 0.12% New 537 $210K
Brand Asset Management Group, Inc. 0.08% New 536 $210K
Alternative Investment Advisors, LLC. 0.11% New 535 $209K
Scissortail Wealth Management, LLC 0.05% New 7 $209K
Von Berge Wealth Management Group, LLC 0.13% New 500 $208K
Main Street Group, LTD 0.09% Reduce -2.4% 533 $208K
Alpha Omega Wealth Management LLC 0.04% New 530 $207K
Tsfg, LLC 0.05% No change 529 $207K
Beaird Harris Wealth Management, LLC 0.02% Reduce -9.3% 529 $207K
Great Diamond Partners, LLC 0.05% New 529 $207K
Bond & Devick Financial Network, Inc. 0.09% New 528 $207K
KWB Wealth 0.03% No change 620 $206K
Vicus Capital 0.02% Reduce -64.1% 527 $206K
Alta Wealth Advisors LLC 0.09% New 527 $206K
Lincoln Capital Corp. 0.08% New 527 $206K
Fonville Wealth Management LLC 0.07% New 527 $206K
MBE Wealth Management, LLC 0.11% New 526 $206K
Clayton Financial Group LLC 0.08% New 525 $205K
Legacy Trust 0.05% New 525 $205K
MN Wealth Advisors, LLC 0.12% New 524 $205K
Penobscot Wealth Management 0.11% New 524 $205K
State of Wyoming 0.03% Reduce -27.0% 523 $205K
First Affirmative Financial Network 0.11% New 522 $204K
Johnson Bixby & Associates, LLC 0.03% New 521 $204K
Security National Bank of So Dak 0.11% New 520 $203K
M3 Advisory Group, LLC 0.15% New 518 $203K
Financial Security Advisor, Inc. 0.05% New 518 $203K
Wall Street Financial Group, Inc. 0.21% New 517 $202K
Towerpoint Wealth, LLC 0.10% Reduce -21.4% 517 $202K
Acorn Creek Capital LLC 0.11% New 515 $201K
Strengthening Families & Communities, LLC 0.05% Reduce -1.1% 514 $201K
Mason & Associates Inc 0.05% New 513 $201K
Chilton Investment Co. Inc. 0.01% New 513 $201K
Coppell Advisory Solutions LLC 0.03% Reduce -5.3% 501 $196K
Ameliora Wealth Management Ltd. 0.08% No change 500 $196K
Slocum, Gordon & Co LLP 0.08% Reduce -80.0% 500 $196K
M&R Capital Management Inc. 0.04% No change 500 $196K
Riverview Trust Co 0.17% Add +1.9% 494 $193K
Dakota Community Bank & Trust NA 0.97% No change 493 $193K
FSA Wealth Management LLC 0.08% — 489 $191K
West Branch Capital LLC 0.07% Add +6.9% 481 $188K
Frazier Financial Advisors, LLC 0.14% Reduce -6.3% 477 $187K
Eagle Bay Advisors LLC 0.07% Reduce -3.1% 469 $183K
C M Bidwell & Associates Ltd. 0.11% No change 468 $183K
Avalon Trust Co 0.01% Reduce -40.1% 467 $183K
Bruce G. Allen Investments, LLC 0.14% Add +25.0% 465 $182K
Hemington Wealth Management 0.05% New 473 $177K
Darwin Wealth Management, LLC 0.05% New 450 $176K
AllSquare Wealth Management LLC 0.10% No change 448 $175K
Cherry Tree Wealth Management, LLC 0.04% No change 445 $174K
Cape Investment Advisory, Inc. 0.07% No change 443 $173K
Briaud Financial Planning Inc 0.09% No change 433 $169K
Rowlandmiller & Partners.adv 0.03% No change 431 $169K
Bank of New Hampshire 0.04% No change 428 $167K
Tradewinds Capital Management, LLC 0.04% No change 427 $167K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% No change 420 $164K
Nordwand Advisors, LLC 0.04% No change 420 $164K
Financial Management Professionals, Inc. 0.02% Reduce -2.1% 419 $164K
Trust Co 0.02% Add +7.2% 419 $164K
Financial Freedom, LLC 0.08% Reduce -1.2% 410 $160K
Motco 0.02% Add +6.5% 407 $159K
Birchbrook, Inc. 0.09% No change 400 $156K
Covestor Ltd 0.09% Add +4.3% 386 $151K
Globeflex Capital L P 0.01% No change 386 $151K
Ruedi Wealth Management, Inc. 0.05% Reduce -2.8% 384 $150K
Ossiam 0.00% Reduce -11.2% 380 $149K
Bell Investment Advisors, Inc 0.03% No change 368 $144K
Cetera Trust Company, N.A 0.09% No change 359 $140K
Duncker Streett & Co. Inc. 0.03% Add +0.3% 356 $139K
Millburn Ridgefield LLC 0.00% New 356 $139K
HighMark Wealth Management LLC 0.08% No change 352 $138K
Center for Financial Planning, Inc. 0.02% No change 350 $137K
Bear Mountain Capital, Inc. 0.05% No change 345 $134K
Centerpoint Advisors, LLC 0.05% No change 340 $133K
Coston, McIsaac & Partners 0.04% Add +1.2% 335 $131K
Strategic Investment Solutions, Inc. 0.04% Add +0.3% 330 $129K
First Personal Financial Services 0.03% Reduce -35.2% 329 $129K
Carolinas Wealth Consulting LLC 0.02% Add +1.6% 327 $128K
Future Financial Wealth Managment LLC 0.09% New 319 $125K
Bfsg, LLC 0.01% Add +15.3% 317 $124K
Reston Wealth Management LLC 0.04% New 313 $123K
Valued Wealth Advisors LLC 0.08% Reduce -13.1% 312 $122K
Atticus Wealth Management, LLC 0.04% Reduce -1.9% 310 $121K
Caitlin John, LLC 0.07% Reduce -72.8% 294 $114K
Morton Brown Family Wealth, LLC 0.04% No change 290 $113K
Avion Wealth 0.03% Add +1.8% 288 $112K
Hobbs Group Advisors, LLC 0.04% Add +8.1% 280 $110K
Wolverine Asset Management LLC 0.01% Reduce -90.7% 280 $110K
Centennial Bank 0.05% No change 261 $102K
Tacita Capital Inc 0.07% Add +23.9% 259 $101K
Providence Capital Advisors, LLC 0.02% No change 258 $101K
Delos Wealth Advisors, LLC 0.09% Reduce -27.8% 257 $101K
Kiely Wealth Advisory Group, Inc. 0.06% No change 250 $98K
Bay Harbor Wealth Management, LLC 0.03% Reduce -4.2% 251 $98K
Clean Yield Group 0.03% Add +2.5% 251 $98K
St. Johns Investment Management Company, LLC 0.05% No change 250 $98K
GoalVest Advisory LLC 0.03% No change 250 $98K
Horizons Wealth Management 0.08% No change 250 $98K
Cassady Schiller Wealth Management, LLC 0.04% Reduce -54.7% 248 $97K
JNBA Financial Advisors 0.01% No change 246 $96K
Kings Path Partners LLC 0.04% No change 237 $93K
Sachetta, LLC 0.04% Add +18.6% 236 $92K
McClarren Financial Advisors, Inc. 0.01% Reduce -41.0% 393 $92K
GW&K Investment Management, LLC 0.00% Add +5.4% 236 $92K
REAP Financial Group, LLC 0.02% Add +42.4% 235 $92K
Barrett & Company, Inc. 0.04% No change 231 $90K
Pin Oak Investment Advisors Inc. 0.08% No change 232 $90K
Creative Capital Management Investments LLC 0.04% No change 228 $89K
Founders Capital Management 0.05% Add +3.6% 227 $89K
Horrell Capital Management, Inc. 0.03% No change 226 $88K
Bray Capital Advisors 0.02% Add +0.5% 224 $87K
Moser Wealth Advisors, LLC 0.04% No change 220 $86K
Canton Hathaway, LLC 0.02% No change 217 $85K
Oliver Lagore Vanvalin Investment Group 0.02% Reduce -35.6% 215 $84K
Atlantic Private Wealth, LLC 0.06% Add +0.5% 212 $83K
Abound Wealth Management 0.03% Add +35.0% 212 $83K
Western Pacific Wealth Management, LP 0.05% New 211 $83K
Cornerstone Planning Group LLC 0.02% Reduce -8.4% 206 $80K
Broadwater Capital Management LLC 0.06% No change 200 $78K
Chelsea Counsel Co. 0.04% No change 200 $78K
Your Advocates Ltd., LLP 0.03% No change 200 $78K
Morgan Dempsey Capital Management LLC 0.03% No change 200 $78K
Estabrook Capital Management 0.01% No change 200 $78K
Capital Advisors, Ltd. LLC 0.01% Add +2.0% 199 $78K
Wolff Wiese Magana LLC 0.05% No change 191 $75K
New England Capital Financial Advisors LLC 0.04% No change 189 $74K
VitalStone Financial, LLC 0.05% No change 183 $72K
Dunhill Financial, LLC 0.03% Add +47.0% 169 $66K
WFA Asset Management Corp 0.04% Add +0.6% 165 $64K
Global Wealth Strategies & Associates 0.02% No change 164 $64K
Atlas Capital Advisors Inc. 0.01% No change 162 $63K
HBC Financial Services, PLLC 0.04% No change 168 $63K
Private Wealth Management Group, LLC 0.02% Add +1.3% 160 $63K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 159 $62K
Compass Wealth Management LLC 0.01% No change 159 $62K
SOA Wealth Advisors, LLC. 0.01% Add +47.2% 156 $61K
Rakuten Securities, Inc. 0.03% Reduce -8.4% 153 $60K
TruNorth Capital Management, LLC 0.02% Add +17.9% 145 $57K
IMA Advisory Services, Inc. 0.01% New 145 $57K
Silicon Valley Capital Partners 0.01% Add +0.7% 143 $56K
Syntax Research, Inc. 0.04% Add +2.2% 138 $54K
DiNuzzo Private Wealth, Inc. 0.01% Reduce -3.5% 137 $54K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 136 $53K
Iron Horse Wealth Management, LLC 0.02% Add +3.8% 136 $53K
Authentikos Wealth Advisory, LLC 0.05% New 135 $53K
Mark Sheptoff Financial Planning, LLC 0.03% No change 132 $52K
Rational Advisors, Inc. 0.01% Reduce -12.2% 130 $51K
Redmont Wealth Advisors LLC 0.08% No change 129 $50K
CGC Financial Services, LLC 0.02% No change 126 $49K
Riggs Asset Managment Co. Inc. 0.01% Reduce -7.5% 124 $48K
Tucker Asset Management LLC 0.01% New 123 $48K
Pineridge Advisors LLC 0.02% Reduce -2.5% 117 $46K
Park Place Capital Corp 0.01% No change 113 $44K
Walleye Capital LLC 0.00% Reduce -88.7% 112 $44K
Capula Management Ltd 0.00% New 110 $43K
IAG Wealth Partners, LLC 0.01% Add +67.7% 109 $43K
Cedar Mountain Advisors, LLC 0.01% Reduce -1.8% 108 $42K
Bellevue Asset Management, LLC 0.02% No change 106 $42K
West Financial Advisors, LLC 0.01% No change 103 $40K
Elevation Wealth Partners, LLC 0.02% No change 102 $40K
Northwest Capital Management Inc 0.01% No change 101 $40K
Twin Lakes Capital Management, LLC 0.03% No change 100 $39K
Spectrum Wealth Counsel, LLC 0.00% Reduce -32.4% 100 $39K
Kimelman & Baird, LLC 0.00% Add +42.9% 100 $39K
TCTC Holdings, LLC 0.00% No change 100 $39K
Fairscale Capital, LLC 0.03% No change 99 $39K
Itau Unibanco Holding S.A. 0.00% Reduce -97.8% 93 $36K
Earned Wealth Advisors, LLC 0.01% New 91 $36K
Talon Private Wealth, LLC 0.01% — 89 $35K
DB Fitzpatrick & Co, Inc 0.03% No change 88 $34K
Partnership Wealth Management, LLC 0.02% No change 88 $34K
BBJS Financial Advisors, LLC 0.01% No change 83 $33K
Evergreen Private Wealth LLC 0.01% No change 80 $31K
Meeder Asset Management Inc. 0.00% Reduce -71.1% 78 $31K
Lowe Wealth Advisors, LLC 0.01% No change 76 $30K
Mascoma Wealth Management LLC 0.01% No change 75 $29K
Thompson Investment Management, Inc. 0.00% No change 75 $29K
Annapolis Financial Services, LLC 0.01% No change 74 $29K
SWAN Capital LLC 0.01% No change 73 $29K
Belmont Capital, LLC 0.00% No change 70 $27K
TD Capital Management LLC 0.00% No change 67 $26K
Aspect Partners, LLC 0.01% Reduce -12.0% 66 $26K
Atlantic Edge Private Wealth Management, LLC 0.01% Reduce -61.8% 65 $25K
Manitou Investment Management Ltd. 0.00% No change 65 $25K
AlphaMark Advisors, LLC 0.01% No change 65 $25K
Grayhawk Investment Strategies Inc. 0.04% No change 61 $24K
Kathleen S. Wright Associates Inc. 0.01% No change 54 $21K
Raffa Wealth Management, LLC 0.00% No change 52 $20K
Front Row Advisors LLC 0.01% Reduce -88.7% 51 $20K
Trivant Custom Portfolio Group, LLC 0.01% No change 50 $20K
Financial Avengers, Inc. 0.01% No change 50 $20K
Pacific Capital Wealth Advisors, Inc. 0.00% Add +8.7% 50 $20K
Catalyst Capital Advisors LLC 0.00% New 50 $20K
Penserra Capital Management LLC 0.00% Reduce -100.0% 42 $16K
Burkett Financial Services, LLC 0.01% No change 40 $16K
Game Plan Financial Advisors, LLC 0.01% No change 40 $16K
Macroview Investment Management LLC 0.01% No change 39 $15K
MeadowBrook Investment Advisors LLC 0.01% New 39 $15K
Financial Gravity Companies, Inc. 0.00% — 39 $15K
Fortis Group Advisors, LLC 0.00% No change 37 $14K
Lam Group, Inc. 0.01% No change 37 $14K
Investment Research & Advisory Group, Inc. 0.01% No change 35 $14K
TFC Financial Management, Inc. 0.00% Reduce -10.5% 34 $13K
Chesapeake Asset Management LLC 0.01% Add +14.3% 32 $13K
Breakwater Investment Management 0.00% No change 30 $12K
Anfield Capital Management, LLC 0.00% No change 26 $10K
Clear Point Advisors Inc. 0.01% No change 26 $10K
Winch Advisory Services, LLC 0.00% Add +4.0% 26 $10K
DecisionPoint Financial, LLC 0.00% No change 25 $10K
Highline Wealth Partners LLC 0.00% Reduce -31.4% 24 $9K
Albion Financial Group 0.00% No change 23 $9K
JDM Financial Group LLC 0.00% Add +42.9% 20 $8K
Stone House Investment Management, LLC 0.00% Reduce -35.5% 20 $8K
New Millennium Group LLC 0.01% No change 20 $8K
Red Tortoise LLC 0.00% No change 17 $7K
Peterson Wealth Services 0.00% New 17 $7K
Cornerstone National Bank & Trust Co 0.00% New 15 $6K
Blume Capital Management, Inc. 0.00% No change 13 $5K
Criterion Capital Advisors, LLC 0.00% No change 15 $5K
PayPay Securities Corp 0.42% Add +9.1% 12 $5K
Voisard Asset Management Group, Inc. 0.00% Add +22.2% 11 $4K
Pension & Wealth Management Advisors, Inc. 0.00% New 11 $4K
Marquette Asset Management, LLC 0.00% New 10 $4K
Peterson Financial Group, Inc. 0.01% New 8 $3K
Semmax Financial Advisors Inc. 0.00% No change 7 $3K
Kessler Investment Group, LLC 0.00% No change 7 $3K
American Capital Advisory, LLC 0.00% No change 6 $2K
Westend Capital Management, LLC 0.00% No change 6 $2K
POM Investment Strategies, LLC 0.00% Reduce -95.6% 5 $2K
WealthCollab, LLC 0.00% No change 4 $2K
Sanctuary Wealth Management, L.L.C. 0.00% No change 4 $2K
Investors Research Corp 0.00% No change 3 $1K
PEAK6 Investments LLC 0.00% New 3 $1K
LMR Partners LLP 0.00% New 2 $782
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 1 $392
Mendota Financial Group, LLC 0.00% New 1 $392
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% New 1 $391
Pathway Financial Advisers, LLC 0.00% Add +43847.0% 124,370 $318

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