CaterpillarCAT

13F holders, Q4 2024 (December 31)
3,007holders +172
115new positions
157sold out
14famous investors
$362.63avg. 13F price*

At the end of Q4 2024, 3,007 institutions reported holding Caterpillar Inc. (CAT) in their 13F filings, up 172 from Q3 2024. 115 opened new positions and 157 sold out. The largest holders were Vanguard Group Inc. ($17.0B), State Street Corp. ($13.3B) and BlackRock, Inc. ($12.9B). 14 famous investors held it, including Bill Gates / Michael Larson (6.3% of Gates Foundation Trust's portfolio), Ken Fisher (1.3% of Fisher Asset Management's portfolio) and Tom Gayner (1.0% of Markel Group's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions115$316.6M
Exits157$438.9M

All 13F filers, Q3 2024 → Q4 2024: 10,152,394 shares bought and 13,106,671 shares sold, net −2,954,277 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,007 holders

Vanguard Group Inc. 0.30% Add +0.6% 46,809,540 $17.0B
State Street Corp. 0.53% Add +0.7% 36,631,309 $13.3B
BlackRock, Inc. 0.26% Add +0.3% 35,517,697 $12.9B
State Farm Mutual Automobile Insurance Co. 5.86% No change 17,734,370 $6.4B
Capital World Investors 0.91% Reduce -6.2% 16,399,502 $5.9B
Geode Capital Management, LLC 0.29% Add +2.3% 10,449,770 $3.8B
Fisher Asset Management 1.31% Add +1.4% 9,081,775 $3.3B
Morgan Stanley 0.19% Reduce -1.2% 7,517,464 $2.7B
Gates Foundation Trust 6.35% No change 7,353,614 $2.7B
Northern Trust Corp. 0.35% Add +11.8% 6,847,330 $2.5B
Norges Bank 0.29% Reduce -1.6% 6,021,512 $2.2B
FMR LLC 0.10% Reduce -2.3% 4,742,500 $1.7B
Bank of America Corp. 0.16% Reduce -20.6% 4,737,076 $1.7B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.33% Add +8.6% 3,940,391 $1.4B
Charles Schwab Investment Management Inc. 0.22% Add +1.9% 3,289,101 $1.2B
Bank of New York Mellon Corp 0.22% Reduce -1.3% 3,242,097 $1.2B
Dimensional Fund Advisors LP 0.28% Add +2.7% 3,181,535 $1.2B
Goldman Sachs Group Inc. 0.22% Add +7.9% 3,146,480 $1.1B
JPMorgan Chase & Co. 0.09% Add +7.3% 3,019,087 $1.1B
Invesco Ltd. 0.20% Add +0.3% 2,991,403 $1.1B
Capital Research Global Investors 0.22% Add +69.3% 2,924,054 $1.1B
Legal & General Group Plc 0.25% Reduce -4.8% 2,591,815 $940.2M
Ameriprise Financial Inc. 0.21% Add +7.5% 2,276,529 $825.8M
Nuveen Asset Management, LLC 0.23% Reduce -6.4% 2,198,389 $797.5M
Amundi 0.27% Add +17.3% 2,166,087 $782.1M
UBS Group AG 0.17% Add +15.4% 2,145,928 $778.5M
Royal Bank of Canada 0.15% Reduce -6.6% 1,882,814 $683.0M
Wells Fargo & Company 0.16% Reduce -1.1% 1,810,400 $656.7M
Deutsche Bank AG 0.22% Reduce -8.7% 1,566,063 $568.1M
Capital Wealth Planning, LLC 5.14% Add +3.2% 1,531,208 $555.5M
Primecap Management Co. 0.40% Reduce -4.1% 1,424,446 $516.7M
Sumitomo Mitsui Trust Group, Inc. 0.35% Reduce -0.9% 1,410,905 $511.8M
Swiss National Bank 0.33% Reduce -5.6% 1,369,800 $496.9M
Barclays PLC 0.24% Reduce -30.0% 1,310,763 $475.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.38% Add +8.3% 1,081,909 $393.6M
Neuberger Berman Group LLC 0.31% Add +0.1% 1,073,727 $389.5M
HSBC Holdings PLC 0.23% Add +0.7% 1,027,077 $372.9M
T. Rowe Price Associates Inc. 0.04% Reduce -0.4% 1,022,418 $370.9M
Raymond James Financial Inc. 0.13% — 973,730 $353.2M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.49% Reduce -30.9% 932,467 $338.3M
National Pension Service 0.32% Reduce -9.7% 922,596 $334.7M
LPL Financial LLC 0.13% Add +3.4% 909,922 $330.1M
Rhumbline Advisers 0.29% Add +2.6% 888,409 $322.3M
California Public Employees Retirement System 0.21% Reduce -7.9% 854,517 $310.0M
Bank of Montreal 0.15% Reduce -5.7% 850,002 $308.3M
California State Teachers Retirement System 0.32% Reduce -4.0% 756,420 $274.4M
Bank Julius Baer & Co. Ltd, Zurich 0.84% Add +12.2% 698,099 $273.5M
Principal Financial Group Inc. 0.14% Reduce -0.8% 723,776 $262.6M
Schroder Investment Management Group 0.24% Add +11.9% 701,866 $254.8M
ProShare Advisors LLC 0.58% Add +2.1% 702,300 $254.8M
Corient Private Wealth LP 0.42% Reduce -0.5% 702,840 $253.8M
Citigroup Inc. 0.24% Reduce -73.6% 699,390 $253.7M
HighTower Advisors, LLC 0.33% Add +30.0% 653,925 $237.2M
Stifel Financial Corp. 0.25% Reduce -1.9% 653,025 $236.9M
Nordea Investment Management AB 0.24% Add +1.6% 635,750 $231.7M
New York State Common Retirement Fund 0.30% Reduce -0.0% 607,146 $220.2M
Qube Research & Technologies Ltd 0.34% Add +352.9% 573,134 $207.9M
Capital International Investors 0.04% Add +0.1% 563,216 $204.3M
US Bancorp \de 0.26% Reduce -1.8% 548,782 $199.1M
Alliancebernstein L.P. 0.07% Add +1.0% 548,251 $198.9M
Caisse de depot et placement du Quebec 0.41% Reduce -31.2% 538,134 $195.2M
American Century Companies Inc. 0.11% Reduce -0.5% 514,295 $186.6M
Fifth Third Bancorp 0.67% Reduce -1.6% 510,018 $185.0M
Brandywine Global Investment Management, LLC 1.35% Add +10.8% 507,817 $184.2M
BNP Paribas Financial Markets 0.14% Reduce -19.1% 495,692 $179.8M
Thrivent Financial for Lutherans 0.35% Add +2.3% 492,395 $179.5M
Envestnet Asset Management Inc. 0.06% Reduce -7.0% 485,233 $176.0M
Victory Capital Management Inc. 0.17% Reduce -25.8% 482,895 $175.2M
D. E. Shaw & Co. 0.20% Reduce -65.7% 465,817 $169.0M
Franklin Resources Inc. 0.05% Add +4.6% 463,786 $168.2M
State Board of Administration of Florida Retirement System 0.32% Reduce -1.3% 463,278 $168.1M
Bank of Nova Scotia 0.29% Reduce -22.3% 453,845 $164.6M
New York State Teachers Retirement System 0.34% Reduce -5.7% 446,910 $162.1M
Commonwealth Equity Services, LLC 0.23% Reduce -0.2% 434,774 $157.7M
Manufacturers Life Insurance Company, The 0.14% Add +1.0% 427,820 $155.2M
APG Asset Management N.V. 0.43% Add +1278.6% 440,641 $154.4M
Zacks Investment Management 1.40% Reduce -7.3% 416,326 $151.0M
PNC Financial Services Group, Inc. 0.10% Reduce -0.7% 410,750 $149.0M
Baird Financial Group, Inc. 0.28% Add +0.5% 403,017 $146.2M
Mitsubishi UFJ Trust & Banking Corp 0.34% Reduce -8.0% 400,306 $145.2M
Allianz Asset Management GmbH 0.20% Add +85.3% 388,881 $141.1M
Bessemer Group Inc. 0.22% Reduce -0.7% 378,824 $137.4M
Korea Investment CORP 0.31% Reduce -29.8% 365,449 $132.6M
Menora Mivtachim Holdings LTD. 0.78% Reduce -17.1% 343,217 $124.5M
DekaBank Deutsche Girozentrale 0.22% No change 326,603 $118.7M
Markel Group 1.04% Add +1.9% 324,800 $117.8M
Millennium Management 0.10% Add +84.7% 322,270 $116.9M
Asset Management One Co., Ltd. 0.39% Reduce -0.8% 310,604 $113.3M
Danske Bank A/S 0.34% Reduce -15.5% 310,338 $112.6M
Nomura Asset Management Co. Ltd. 0.33% Add +5.9% 302,950 $109.9M
Assenagon Asset Management S.A. 0.20% Reduce -5.1% 301,573 $109.4M
Prudential Financial Inc. 0.15% Reduce -11.9% 301,323 $109.3M
Great Lakes Advisors, LLC 0.93% Add +2.4% 300,906 $109.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.22% — 300,359 $109.0M
Voya Investment Management LLC 0.13% Reduce -60.9% 297,714 $108.0M
Pictet Asset Management Holding SA 0.12% Add +11.8% 297,376 $107.9M
Skandinaviska Enskilda Banken AB (publ) 0.49% Reduce -16.9% 296,488 $107.6M
National Bank of Canada 0.14% Reduce -14.4% 295,901 $107.3M
Aberdeen Group plc 0.20% Reduce -7.0% 294,575 $106.9M
First Trust Advisors LP 0.09% Add +5.1% 292,937 $106.3M
Aviva PLC 0.28% Add +5.8% 292,453 $106.1M
CANADA LIFE ASSURANCE Co 0.18% Reduce -7.6% 287,489 $104.3M
Commerzbank Aktiengesellschaft 2.47% Add +73.3% 282,244 $102.4M
Swedbank AB 0.13% Reduce -0.1% 281,628 $102.2M
Susquehanna International Group, LLP 0.15% Add +53.6% 278,922 $101.2M
Rockefeller Capital Management L.P. 0.26% Add +3.2% 277,416 $100.6M
State of Wisconsin Investment Board 0.26% Reduce -5.4% 275,411 $99.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.01% Reduce -1.5% 273,667 $99.3M
Canada Pension Plan Investment Board 0.09% Add +384.6% 273,366 $99.2M
Focus Partners Wealth 0.26% Add +12.2% 270,258 $98.0M
Storebrand Asset Management As 0.30% Reduce -5.2% 268,404 $97.4M
Cibc World Market Inc. 0.22% Reduce -3.8% 266,175 $96.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.27% Add +1.3% 263,026 $95.4M
Chevy Chase Trust Holdings, LLC 0.29% Reduce -2.5% 259,907 $94.3M
Teacher Retirement System of Texas 0.34% Add +38.2% 256,626 $93.1M
Royal London Asset Management Ltd. 0.23% Add +0.3% 256,111 $92.9M
Empower Advisory Group, LLC 0.31% Add +0.7% 255,388 $92.6M
Janney Montgomery Scott LLC 0.26% Reduce -2.8% 253,537 $92.0M
Jennison Associates LLC 0.06% Add +2.0% 250,759 $91.0M
TD Asset Management Inc 0.08% Reduce -0.8% 249,000 $90.3M
Natixis Advisors, LLC 0.17% Add +7.8% 248,548 $90.2M
Retirement Systems of Alabama 0.33% Reduce -0.5% 242,593 $88.0M
Creative Planning 0.09% Add +6.0% 241,658 $87.7M
Osaic Holdings, Inc. 0.19% Add +8.1% 259,223 $85.3M
Cetera Investment Advisers 0.18% Reduce -1.9% 233,524 $84.7M
Cerity Partners LLC 0.18% Reduce -1.6% 230,215 $84.1M
Mariner, LLC 0.14% Add +2.8% 231,214 $83.9M
Intech Investment Management LLC 0.81% Add +31.6% 231,142 $83.8M
Treasurer of the State of North Carolina 0.32% Add +0.8% 229,295 $83.2M
Cibc World Markets Corp. 0.46% Add +3.3% 217,681 $79.0M
Northwestern Mutual Wealth Management Co. 0.07% Add +8.1% 215,452 $78.2M
Public Employees Retirement System of Ohio 0.27% Reduce -4.2% 215,021 $78.0M
Truist Financial Corp. 0.12% Reduce -2.4% 210,221 $76.3M
M&T Bank Corp 0.25% Reduce -0.7% 209,683 $76.1M
Rathbones Group PLC 0.36% Reduce -2.8% 207,183 $75.2M
Toronto Dominion Bank 0.14% Add +22.8% 203,266 $73.7M
Ensign Peak Advisors, Inc 0.13% Reduce -3.7% 199,561 $72.4M
O'shaughnessy Asset Management, LLC 0.61% Add +57.3% 197,515 $71.7M
Squarepoint Ops LLC 0.18% Reduce -23.1% 196,370 $71.2M
SG Americas Securities, LLC 0.31% Reduce -36.1% 194,666 $70.6M
Bollard Group LLC 1.95% Reduce -9.4% 194,404 $70.5M
NewEdge Advisors, LLC 0.41% Reduce -3.9% 185,896 $67.4M
Cambridge Investment Research Advisors, Inc. 0.23% Reduce -1.9% 185,720 $67.4M
Lansforsakringar Fondforvaltning AB (publ) 0.25% — 180,405 $65.4M
State of New Jersey Common Pension Fund D 0.26% Reduce -1.5% 178,571 $64.8M
State of Tennessee, Department of Treasury 0.23% Reduce -4.2% 178,513 $64.8M
Old Republic International Corp. 2.53% No change 177,000 $64.2M
Mackenzie Financial Corp. 0.08% Add +15.1% 170,811 $62.0M
KBC Group NV 0.17% Add +54.0% 170,554 $61.9M
Fort Washington Investment Advisors Inc. 0.36% Add +9.4% 166,724 $60.5M
Financial Counselors Inc. 0.88% Add +0.9% 165,751 $60.1M
Kestra Advisory Services, LLC 0.33% Add +4.1% 163,946 $59.5M
Nisa Investment Advisors, LLC 0.23% Reduce -1.2% 163,132 $59.2M
Wealth Enhancement Advisory Services, LLC 0.11% Add +21.3% 163,070 $59.2M
Renaissance Technologies 0.09% Add +203.3% 161,841 $58.7M
BI Asset Management Fondsmaeglerselskab A/S 0.61% Add +32.6% 158,615 $57.5M
Russell Investments Group, Ltd. 0.08% Reduce -4.0% 158,247 $57.4M
AXA S.A. 0.17% Reduce -5.0% 157,081 $57.0M
Gateway Investment Advisers LLC 0.63% Reduce -2.5% 156,695 $56.8M
Zurich Insurance Group Ltd 0.46% Reduce -39.4% 154,835 $56.2M
Resona Asset Management Co.,Ltd. 0.33% Reduce -5.3% 152,442 $55.4M
Huntington National Bank 0.52% Reduce -1.3% 152,362 $55.3M
LSV Asset Management 0.13% Reduce -27.6% 151,310 $54.9M
Vest Financial, LLC 0.97% Add +1.1% 150,834 $54.7M
Daiwa Securities Group Inc. 0.24% Add +3.0% 148,677 $53.9M
MML Investors Services, LLC 0.19% Add +1.0% 148,102 $53.7M
Commerce Bank 0.32% Add +1.2% 144,456 $52.4M
Aware Super Pty Ltd as trustee of Aware Super 0.83% — 144,094 $52.3M
Forsta Ap-Fonden 0.37% Add +0.4% 143,400 $52.0M
Calamos Advisors LLC 0.34% No change 141,634 $51.4M
Arizona State Retirement System 0.31% Add +0.3% 140,575 $51.0M
State of Michigan Retirement System 0.26% Reduce -1.4% 139,072 $50.4M
STRS Ohio 0.20% Reduce -36.4% 135,691 $49.2M
Keybank National Association 0.19% Reduce -0.9% 135,206 $49.0M
Tocqueville Asset Management L.P. 0.76% Reduce -3.7% 133,118 $48.3M
Corebridge Financial, Inc. 0.26% Reduce -0.5% 132,614 $48.1M
Captrust Financial Advisors 0.14% Add +2.2% 132,193 $48.0M
Alecta Tjanstepension Omsesidigt 0.25% New 131,600 $47.8M
MetLife Investment Management, LLC 0.26% Add +1.3% 130,962 $47.5M
Sanctuary Advisors, LLC 0.30% Reduce -0.6% 125,814 $47.2M
Heritage Investors Management Corp. 1.52% Reduce -0.6% 129,700 $47.0M
Capital International, Inc. 0.56% Add +8.4% 129,649 $47.0M
HM Payson & Co. 0.80% Reduce -1.0% 129,441 $47.0M
QRG Capital Management, Inc. 0.47% Add +3.5% 125,187 $45.4M
Alpha Cubed Investments, LLC 2.08% Add +7.4% 125,141 $45.4M
Meyer Handelman Co. 1.56% Reduce -1.5% 124,466 $45.2M
Los Angeles Capital Management LLC 0.18% Reduce -46.3% 124,219 $45.1M
B. Metzler seel. Sohn & Co. AG 0.46% Reduce -11.7% 124,141 $45.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.11% Add +22.5% 123,253 $44.7M
Robeco Institutional Asset Management B.V. 0.08% Reduce -0.0% 122,972 $44.6M
Sequoia Financial Advisors, LLC 0.42% Add +60.7% 121,211 $44.0M
BLI - Banque de Luxembourg Investments 1.19% — 120,400 $43.7M
Swiss Life Asset Management Ltd 0.31% Add +35.6% 117,543 $42.6M
Capital International Sarl 0.98% Reduce -2.4% 117,021 $42.5M
Cresset Asset Management, LLC 0.20% Reduce -34.7% 115,877 $42.0M
S&co Inc. 2.84% Reduce -0.2% 115,522 $41.9M
Blair William & Co. 0.12% Add +1.0% 115,391 $41.9M
Manning & Napier Advisors LLC 0.47% Reduce -8.9% 113,495 $41.2M
Mercer Global Advisors Inc. 0.10% Reduce -19.6% 113,350 $41.1M
Ofi Invest Asset Management 0.96% — 116,574 $40.8M
Pinnacle Associates Ltd. 0.55% Add +16.3% 111,606 $40.5M
Comerica Bank 0.16% Reduce -2.8% 109,883 $39.9M
Gabelli Funds LLC 0.30% Reduce -2.8% 109,655 $39.8M
Achmea Investment Management B.V. 0.65% Reduce -4.8% 108,618 $39.4M
Bradley Foster & Sargent Inc. 0.66% Reduce -0.1% 108,425 $39.3M
Clearstead Advisors, LLC 0.60% Reduce -2.0% 108,088 $39.2M
Erste Asset Management GmbH 0.48% Add +2.9% 106,809 $39.0M
Vontobel Holding Ltd. 0.13% Add +6.5% 106,073 $38.5M
Allspring Global Investments Holdings, LLC 0.06% Reduce -5.0% 105,774 $38.1M
ING Groep NV 0.26% Add +9.0% 104,760 $38.0M
Czech National Bank 0.35% Add +6.0% 104,681 $38.0M
Prospera Financial Services Inc 0.88% Add +8.4% 103,686 $37.6M
Sei Investments Co. 0.05% Reduce -13.8% 103,191 $37.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.23% Reduce -2.8% 102,658 $37.2M
Country Trust Bank 0.92% Add +8.2% 101,499 $36.8M
Steward Partners Investment Advisory, LLC 0.32% Reduce -1.1% 100,620 $36.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.37% Reduce -9.1% 100,446 $36.4M
Wesleyan Assurance Society 2.79% No change 100,379 $36.4M
Paralel Advisors LLC 1.55% No change 100,000 $36.3M
Van Eck Associates Corp. 0.05% Reduce -1.8% 99,677 $36.2M
Amalgamated Bank 0.29% Reduce -5.1% 98,936 $35.9M
Parallax Volatility Advisers, L.P. 0.91% New 98,601 $35.8M
Conning Inc. 1.31% Reduce -15.6% 98,293 $35.7M
Mesirow Financial Investment Management, Inc. 0.70% Reduce -1.1% 97,636 $35.4M
Handelsbanken Fonder AB 0.13% Add +5.6% 97,322 $35.3M
Banco Santander, S.A. 0.42% Add +5.6% 96,819 $35.1M
Main Street Research LLC 2.18% Add +2.6% 96,486 $35.0M
Quantinno Capital Management LP 0.34% Add +37.6% 96,152 $34.9M
Aptus Capital Advisors, LLC 0.41% Add +19.3% 96,109 $34.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% Add +67.9% 95,187 $34.5M
Busey Bank 1.13% Add +9.1% 94,953 $34.4M
Minneapolis Portfolio Management Group, LLC 4.51% Reduce -1.7% 94,243 $34.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.20% Add +13.8% 92,851 $33.7M
Yousif Capital Management, LLC 0.37% Reduce -1.6% 92,510 $33.6M
IFM Investors Pty Ltd 0.34% Reduce -8.6% 91,612 $33.2M
Stephens Inc. 0.46% Reduce -0.2% 91,340 $33.1M
Credit Agricole S A 0.11% Add +65.3% 89,930 $32.6M
Wellington Management Group LLP 0.01% Add +72.2% 88,936 $32.3M
AQR Capital Management 0.04% Reduce -30.9% 88,745 $32.2M
Brown Advisory Inc. 0.04% Add +2.2% 88,047 $31.9M
Foundry Partners, LLC 1.57% Reduce -0.8% 85,850 $31.1M
Mediolanum International Funds Ltd 0.40% Add +6.0% 85,660 $31.0M
Varma Mutual Pension Insurance Co 0.23% Reduce -13.5% 84,356 $30.6M
AEGON ASSET MANAGEMENT UK Plc 0.40% Reduce -13.4% 84,200 $30.6M
Cwm, LLC 0.13% Add +8.1% 84,074 $30.5M
Beacon Pointe Advisors, LLC 0.34% Reduce -4.2% 83,323 $30.2M
Macquarie Group Ltd. 0.04% Reduce -10.6% 101,704 $30.1M
Regions Financial Corp. 0.22% Reduce -6.0% 82,034 $29.8M
Levin Capital Strategies, L.P. 2.83% Reduce -5.4% 81,737 $29.7M
Peapack Gladstone Financial Corp. 0.43% Add +1.0% 81,255 $29.5M
Utah Retirement Systems 0.32% Add +0.2% 81,115 $29.4M
Citadel Advisors 0.03% Add +252.6% 80,765 $29.3M
USS Investment Management Ltd 0.21% Reduce -10.8% 79,708 $28.9M
Vaughan David Investments LLC 0.68% Reduce -2.2% 78,977 $28.6M
D.A. Davidson & Co. 0.23% Add +0.2% 78,423 $28.4M
Capital International Ltd. 1.16% Reduce -8.0% 78,300 $28.4M
Edgar Lomax Co. 1.83% Reduce -1.9% 78,093 $28.3M
Scotia Capital Inc. 0.15% Add +2.1% 77,181 $28.0M
CIBC Asset Management Inc 0.09% Add +4.3% 75,905 $27.5M
Gotham Asset Management 0.26% Reduce -1.8% 75,020 $27.2M
NorthCrest Asset Manangement, LLC 0.81% Add +1.0% 74,921 $27.2M
Stock Yards Bank & Trust Co. 0.93% Reduce -11.5% 74,627 $27.1M
Willis Investment Counsel 1.75% Add +1.3% 73,774 $26.8M
Tidal Investments LLC 0.22% Add +172.6% 73,746 $26.8M
TD Waterhouse Canada Inc. 0.21% Reduce -1.7% 72,492 $26.3M
Nichols & Pratt Advisers LLP 1.75% Reduce -11.6% 72,395 $26.3M
Adage Capital Partners Gp, L.L.C. 0.05% New 72,027 $26.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Add +1.0% 71,822 $26.1M
Marco Investment Management LLC 2.25% Reduce -0.8% 71,768 $26.0M
Police & Firemen's Retirement System of New Jersey 0.25% — 71,180 $25.8M
Advisors Capital Management, LLC 0.40% Add +0.5% 70,548 $25.6M
Glenview Trust Co 0.48% Add +2.7% 70,400 $25.5M
Xponance LLC 0.23% Add +0.1% 70,127 $25.4M
Railway Pension Investments Ltd 0.33% Reduce -41.2% 69,600 $25.2M
Ausdal Financial Partners, Inc. 2.17% Add +0.3% 69,127 $25.1M
Mirae Asset Global Investments Co., Ltd. 0.10% Add +15.0% 68,629 $25.0M
Jane Street Group, LLC 0.04% Reduce -71.1% 68,588 $24.9M
J. Safra Sarasin Holding AG 0.42% Reduce -5.6% 68,267 $24.8M
Private Advisor Group, LLC 0.14% Reduce -0.3% 67,796 $24.6M
Badgley Phelps Wealth Managers, LLC 0.57% Add +0.8% 67,167 $24.4M
Grassi Investment Management 2.07% Reduce -0.3% 66,954 $24.3M
AMF Tjanstepension AB 0.17% Reduce -12.9% 66,863 $24.3M
Andra AP-fonden 0.39% Add +47.9% 66,700 $24.2M
Allworth Financial LP 0.13% Add +146.3% 60,832 $24.2M
Glenmede Trust Co. NA 0.12% Reduce -46.9% 66,152 $24.0M
Rwa Wealth Partners, LLC 0.30% Add +125.3% 66,151 $24.0M
Pathstone Holdings, LLC 0.10% Reduce -1.6% 65,139 $23.6M
Public Employees Retirement Association of Colorado 0.09% Reduce -5.7% 65,059 $23.6M
New York Life Investment Management LLC 0.23% Add +0.4% 64,962 $23.6M
Fiduciary Trust Co 0.31% Add +2.5% 64,184 $23.3M
Factory Mutual Insurance Co. 0.25% No change 64,100 $23.3M
United Services Automobile Association 0.76% Reduce -0.6% 64,017 $23.2M
Mutual of America Capital Management LLC 0.25% Reduce -3.5% 63,534 $23.0M
Cutler Investment Counsel LLC 2.86% Reduce -1.8% 63,332 $23.0M
Westchester Capital Management, Inc. 5.75% Reduce -3.0% 62,967 $22.8M
Janus Henderson Group PLC 0.01% Reduce -1.6% 62,791 $22.8M
Wealthfront Advisers LLC 0.06% Add +6.6% 61,122 $22.2M
Savant Capital, LLC 0.17% Add +11.7% 61,081 $22.2M
Nissay Asset Management Corp. /Japan 0.14% Reduce -1.8% 60,722 $22.2M
CW Advisors, LLC 0.30% Add +2.8% 60,640 $22.0M
Fayez Sarofim & Co 0.05% Add +8.4% 60,499 $21.9M
FineMark National Bank & Trust 0.76% Reduce -3.2% 60,395 $21.9M
Public Sector Pension Investment Board 0.09% Add +192.8% 60,169 $21.8M
Blackhill Capital Inc. 1.13% No change 60,000 $21.8M
Delta Asset Management LLC 1.94% Reduce -1.5% 59,734 $21.7M
Integrated Advisors Network LLC 1.03% Add +1.3% 59,016 $21.4M
Vanguard Personalized Indexing Management, LLC 0.32% Add +8.6% 57,929 $21.0M
Oppenheimer Asset Management Inc. 0.25% Add +11.2% 57,375 $20.8M
Nomura Holdings Inc. 0.11% Add +247.7% 57,350 $20.8M
Ethic Inc. 0.42% Add +27.7% 57,099 $20.7M
MassMutual Private Wealth & Trust, FSB 0.58% Add +1.0% 56,875 $20.6M
CCM Investment Advisers LLC 2.28% Reduce -4.9% 56,776 $20.6M
Tredje AP-fonden 0.18% Reduce -15.2% 56,200 $20.4M
Connor, Clark & Lunn Investment Management Ltd. 0.09% New 56,198 $20.4M
Silvercrest Asset Management Group LLC 0.14% Add +179.5% 55,906 $20.3M
Richard C. Young & CO., LTD. 2.20% Reduce -1.8% 55,755 $20.2M
Congress Asset Management Co. 0.14% Add +0.7% 55,613 $20.2M
NorthCoast Asset Management LLC 0.10% Reduce -50.9% 55,505 $20.1M
Oppenheimer & Co. Inc. 0.30% Reduce -9.9% 55,124 $20.0M
Lazard Asset Management LLC 0.03% Reduce -14.4% 55,065 $20.0M
State of Alaska, Department of Revenue 0.22% Reduce -7.5% 55,048 $20.0M
Callahan Advisors, LLC 1.87% Reduce -0.8% 54,899 $19.9M
UMB Bank, n.a. 0.32% Reduce -5.5% 54,899 $19.9M
Moran Wealth Management, LLC 0.64% Reduce -0.6% 54,878 $19.9M
Harvest Portfolios Group Inc. 0.66% Add +17.8% 54,600 $19.8M
Generali Asset Management SPA SGR 0.50% — 53,905 $19.6M
Associated Banc-Corp 0.59% Reduce -6.7% 53,882 $19.5M
KCM Investment Advisors LLC 0.68% Reduce -0.4% 53,808 $19.5M
Jones Financial Companies LLLP 0.02% Add +38.1% 53,498 $19.4M
Wharton Business Group, LLC 0.86% Reduce -3.7% 52,808 $19.2M
Guggenheim Capital LLC 0.16% Reduce -7.9% 52,488 $19.0M
Baker Avenue Asset Management, LP 0.58% Add +1.6% 51,759 $18.8M
LaFleur & Godfrey LLC 2.53% Reduce -0.9% 50,785 $18.4M
Van Lanschot Kempen Investment Management N.V. 0.18% New 50,594 $18.4M
Whittier Trust Co. 0.24% Add +1.5% 50,216 $18.2M
Pacer Advisors, Inc. 0.04% Add +9.1% 50,097 $18.2M
United Capital Financial Advisors, LLC 0.15% Reduce -4.4% 49,888 $18.1M
Independent Advisor Alliance 0.24% Add +2.5% 49,559 $18.0M
First National Trust Co 0.67% Add +1.0% 49,442 $17.9M
Bar Harbor Wealth Management 1.17% Reduce -0.3% 49,379 $17.9M
Exchange Traded Concepts, LLC 0.36% Add +75.3% 49,121 $17.8M
&partners 0.21% Add +80.2% 48,828 $17.8M
Federated Hermes, Inc. 0.04% Reduce -59.0% 47,898 $17.4M
Allianz SE 0.45% Add +0.6% 47,764 $17.3M
Avantax Advisory Services, Inc. 0.11% Add +3.6% 47,425 $17.2M
Crossmark Global Holdings, Inc. 0.31% Reduce -2.1% 46,550 $16.9M
Florida Trust Wealth Management Co 0.54% Add +2.1% 46,329 $16.8M
Tudor Investment Corporation 0.18% Add +14.8% 45,930 $16.7M
Lido Advisors, LLC 0.10% Add +1.6% 45,826 $16.6M
Mizuho Securities USA LLC 0.30% Add +45.5% 45,759 $16.6M
Rafferty Asset Management, LLC 0.06% Add +12.0% 45,547 $16.5M
Hamilton Capital Partners Inc. 1.23% Add +15.9% 45,476 $16.5M
Kestra Private Wealth Services, LLC 0.28% Add +39.3% 45,239 $16.4M
DAVENPORT & Co LLC 0.10% Add +5.7% 45,055 $16.3M
American Assets Investment Management, LLC 1.33% No change 45,000 $16.3M
Birmingham Capital Management Co. Inc. 5.95% Reduce -6.1% 44,235 $16.0M
NBT Bank, N.A. 1.11% Reduce -2.1% 43,766 $15.9M
Inspire Investing, LLC 1.75% Reduce -2.5% 43,164 $15.7M
Elo Mutual Pension Insurance Co 0.33% Reduce -8.3% 42,617 $15.5M
CENTRAL TRUST Co 0.38% Add +0.9% 42,586 $15.4M
Salem Investment Counselors Inc. 0.50% Add +0.2% 42,229 $15.3M
Atwater Malick LLC 5.13% Reduce -1.7% 42,226 $15.3M
Clear Harbor Asset Management, LLC 1.23% Add +0.7% 42,123 $15.3M
Dodge & Cox 0.01% Reduce -0.7% 41,976 $15.2M
Allied Investment Advisors, LLC 3.05% Reduce -1.6% 41,767 $15.2M
Culbertson A N & Co. Inc. 2.41% Add +0.9% 41,760 $15.1M
Oregon Public Employees Retirement Fund 0.28% Reduce -0.3% 41,393 $15.0M
Stillwater Capital Advisors, LLC 1.85% Add +1.5% 41,315 $15.0M
CIBC Private Wealth Group LLC 0.03% Reduce -2.7% 41,279 $14.9M
Janney Capital Management LLC 0.98% Reduce -1.6% 40,953 $14.9M
Segment Wealth Management, LLC 1.01% Add +0.2% 40,716 $14.8M
Noesis Capital Mangement Corp. 2.82% Reduce -0.1% 40,692 $14.8M
Quilter Plc 0.29% Reduce -3.3% 40,329 $14.6M
SlateStone Wealth, LLC 1.43% Add +2.4% 40,267 $14.6M
Parsons Capital Management Inc. 0.79% Reduce -0.6% 40,252 $14.6M
Dnca Finance 1.16% Reduce -13.8% 40,000 $14.5M
Candriam S.C.A. 0.08% Add +14.9% 39,911 $14.5M
Dearborn Partners LLC 0.60% Add +0.0% 39,486 $14.3M
Temasek Holdings (Private) Ltd 0.06% Reduce -27.6% 39,447 $14.3M
F/m Investments LLC 0.52% Add +24.1% 39,159 $14.2M
Bowen Hanes & Co. Inc. 0.38% Add +388.1% 38,779 $14.1M
Gulf International Bank (UK) Ltd 0.35% Reduce -1.2% 38,602 $14.0M
Dakota Wealth Management 0.32% Add +0.6% 38,581 $14.0M
Jacobs & Co. 1.42% Reduce -4.3% 38,508 $14.0M
Lee Danner & Bass Inc. 1.11% Reduce -1.1% 38,475 $14.0M
NEOS Investment Management LLC 0.33% Add +11.7% 38,473 $14.0M
Synovus Financial Corp. 0.18% Reduce -0.2% 38,457 $14.0M
Capital Investment Advisors, LLC 0.28% Add +1.8% 38,322 $13.9M
Dana Investment Advisors, Inc. 0.46% Reduce -0.4% 38,283 $13.9M
Bokf, NA 0.23% Add +1.5% 39,404 $13.8M
LS Investment Advisors, LLC 2.02% Reduce -1.1% 37,920 $13.8M
HB Wealth Management, LLC 0.14% Add +3.5% 37,804 $13.7M
Summit Financial, LLC 0.48% Add +2.3% 37,737 $13.7M
Meridian Wealth Management, LLC 0.64% Reduce -0.8% 37,398 $13.6M
Stockman Wealth Management, Inc. 2.12% Add +1.1% 37,376 $13.6M
Clifford Swan Investment Counsel LLC 0.49% Reduce -6.2% 37,329 $13.5M
AIA Group Ltd 0.33% Add +14.2% 37,312 $13.5M
Federation des caisses Desjardins du Quebec 0.07% Add +15.3% 37,111 $13.5M
Welch Group, LLC 0.60% Add +1.9% 36,814 $13.4M
Pittenger & Anderson Inc. 0.48% Reduce -1.5% 36,805 $13.4M
Cornerstone Advisors, LLC 0.53% No change 36,500 $13.2M
HighPoint Advisor Group LLC 0.72% Add +1.9% 36,493 $13.2M
Advisory Services Network, LLC 0.24% Reduce -0.4% 36,066 $13.1M
Teachers Retirement System of the State of Kentucky 0.11% Reduce -3.5% 35,901 $13.0M
Meiji Yasuda Asset Management Co Ltd. 0.49% Reduce -0.7% 35,566 $12.9M
Lyell Wealth Management, LP 1.15% Add +0.1% 35,402 $12.8M
CPC Advisors, LLC 1.74% Add +1.5% 35,172 $12.8M
Cullinan Associates Inc. 0.82% Reduce -13.5% 35,043 $12.7M
Whittier Trust Co. of Nevada Inc. 0.31% Reduce -0.3% 34,996 $12.7M
Braun Stacey Associates Inc. 0.47% Add +2.8% 34,837 $12.6M
Strategic Wealth Investment Group, LLC 0.69% New 59,128 $12.6M
Vantage Investment Partners, LLC 1.09% Reduce -5.0% 34,461 $12.5M
Townsquare Capital LLC 0.14% Add +24.9% 34,267 $12.4M
Greenwood Gearhart LLC 0.86% Add +3.6% 34,252 $12.4M
Shelton Capital Management 0.31% Reduce -0.7% 34,165 $12.4M
Henshaw Capital LLC 0.51% No change 34,060 $12.4M
CSM Advisors, LLC 0.57% Reduce -1.6% 33,840 $12.3M
Atria Wealth Solutions, Inc. 0.13% Reduce -4.2% 33,654 $12.2M
Benjamin Edwards Inc. 0.17% Add +5.8% 33,632 $12.2M
German American Bancorp, Inc. 1.27% Add +1.4% 33,396 $12.1M
Kentucky Retirement Systems 0.36% Reduce -1.4% 33,322 $12.1M
Man Group plc 0.04% Add +40.3% 33,300 $12.1M
Jamison Private Wealth Management, Inc. 1.78% Add +0.7% 33,273 $12.1M
M&G PLC 0.08% Reduce -23.1% 33,045 $12.0M
Norinchukin Bank, The 0.25% Add +3.9% 32,006 $11.6M
Tower Research Capital LLC (TRC) 0.23% Reduce -22.9% 31,778 $11.5M
James Investment Research, Inc. 1.37% Reduce -1.2% 31,613 $11.5M
Sienna Gestion 0.77% Add +1174.8% 31,411 $11.4M
Polar Capital Holdings Plc 0.06% New 31,325 $11.4M
Brookstone Capital Management 0.17% Reduce -7.8% 31,276 $11.3M
First American Trust, FSB 1.13% Add +3.6% 31,190 $11.3M
LMCG Investments, LLC 0.69% Reduce -2.3% 31,178 $11.3M
Vident Advisory, LLC 0.20% Add +14.0% 31,153 $11.3M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.18% Reduce -1.8% 31,115 $11.3M
United Capital Management of KS, Inc. 2.05% Add +2.2% 31,068 $11.3M
Paradiem, LLC 3.00% Reduce -1.4% 30,839 $11.2M
Shelter Mutual Insurance Co 2.78% No change 30,780 $11.2M
Atria Investments, Inc 0.14% Reduce -9.2% 30,741 $11.2M
Cadinha & Co. LLC 1.84% New 30,553 $11.1M
U.S. Capital Wealth Advisors, LLC 0.34% Add +119.9% 30,364 $11.0M
Illinois Municipal Retirement Fund 0.16% Add +1.2% 30,332 $11.0M
Eagle Global Advisors LLC 0.45% Add +1.3% 30,142 $10.9M
Zimmer Partners, LP 0.19% Add +50.6% 30,120 $10.9M
OMERS ADMINISTRATION Corp 0.10% Reduce -7.3% 30,107 $10.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.11% Reduce -20.0% 29,850 $10.9M
Simmons Bank 0.79% Reduce -4.9% 29,883 $10.8M
Hartford Investment Management Co. 0.35% Reduce -2.2% 29,845 $10.8M
Venture Visionary Partners LLC 0.45% Add +3.4% 29,307 $10.6M
Empowered Funds, LLC 0.15% Reduce -43.1% 29,189 $10.6M
Freestone Capital Holdings, LLC 0.37% Reduce -0.7% 29,103 $10.6M
B. Riley Wealth Advisors, Inc. 0.35% Reduce -18.7% 29,096 $10.6M
Woodline Partners LP 0.07% New 28,994 $10.5M
UniSuper Management Pty Ltd 0.07% Add +27.3% 28,670 $10.4M
MainStreet Investment Advisors LLC 1.45% Reduce -2.9% 28,528 $10.3M
Kanawha Capital Management LLC 0.80% Reduce -0.9% 28,038 $10.2M
Bogart Wealth, LLC 0.48% Reduce -24.7% 27,991 $10.2M
Canada Post Corp Registered Pension Plan 0.60% — 27,926 $10.1M
Drexel Morgan & Co. 2.09% No change 27,886 $10.1M
New Age Alpha Advisors, LLC 0.41% New 27,753 $10.1M
Castleark Management LLC 0.35% Add +2029.5% 27,470 $10.0M
Knights of Columbus Asset Advisors LLC 0.66% Reduce -0.1% 27,409 $9.9M
Hantz Financial Services, Inc. 0.17% Reduce -5.8% 27,292 $9.9M
Choreo, LLC 0.14% Reduce -0.9% 27,164 $9.9M
Nan Shan Life Insurance Co., Ltd. 0.24% Reduce -69.1% 27,093 $9.8M
Philadelphia Trust Co. 0.72% Reduce -7.4% 27,074 $9.8M
Livforsakringsbolaget Skandia, Omsesidigt 0.52% Add +543.8% 27,052 $9.8M
Farmers & Merchants Investments Inc. 0.30% Reduce -0.7% 26,806 $9.7M
Independent Wealth Network Inc. 3.93% Reduce -0.1% 26,607 $9.7M
Orion Porfolio Solutions, LLC 0.10% Reduce -1.8% 26,573 $9.6M
Orion Portfolio Solutions, LLC 0.10% Reduce -1.8% 26,573 $9.6M
Maryland State Retirement & Pension System 0.21% Reduce -6.4% 26,404 $9.6M
Sigma Planning Corp 0.30% Add +6.1% 26,353 $9.6M
Addenda Capital Inc. 0.33% Reduce -0.3% 26,158 $9.5M
Texas Capital Bank Wealth Management Services Inc 0.97% Reduce -0.5% 26,143 $9.5M
Wolverine Trading, LLC 0.21% Add +1933.7% 25,990 $9.4M
Louisiana State Employees Retirement System 0.18% Reduce -4.8% 26,000 $9.4M
Coldstream Capital Management Inc. 0.20% Add +1.4% 25,977 $9.4M
Securian Asset Management, Inc. 0.27% Reduce -3.2% 25,949 $9.4M
Concurrent Investment Advisors, LLC 0.25% Add +18.0% 25,747 $9.3M
Prime Capital Investment Advisors, LLC 0.14% Reduce -11.5% 25,736 $9.3M
Community Bank & Trust, Waco, Texas 2.13% Reduce -0.7% 25,729 $9.3M
Apollon Wealth Management, LLC 0.21% Add +12.1% 25,604 $9.3M
Sigma Investment Counselors Inc. 0.54% Reduce -3.6% 25,552 $9.3M
Tufton Capital Management 1.75% Reduce -0.5% 25,464 $9.2M
CX Institutional 0.37% Reduce -5.2% 25,395 $9.2M
Integris Wealth Management, LLC 2.59% Reduce -3.0% 25,328 $9.2M
Strategic Global Advisors, LLC 1.67% Add +4.1% 25,251 $9.2M
AE Wealth Management LLC 0.08% Add +1.6% 25,173 $9.1M
Generali Powszechne Towarzystwo Emerytalne 3.06% No change 25,118 $9.1M
Narwhal Capital Management 0.80% Add +9.9% 24,809 $9.0M
American National Bank & Trust 1.00% Add +0.5% 24,793 $9.0M
Jefferies Financial Group Inc. 0.10% Add +0.8% 24,628 $8.9M
Silver Oak Securities, Incorporated 0.82% Add +8.3% 24,404 $8.9M
MAI Capital Management 0.07% Add +41.8% 24,287 $8.8M
Financial Partners Group, LLC 3.64% Reduce -8.8% 24,136 $8.8M
Signet Financial Management, LLC 1.11% Add +0.1% 23,948 $8.7M
Logan Capital Management Inc. 0.36% Reduce -5.7% 23,924 $8.7M
Americana Partners, LLC 0.35% Add +38.9% 23,806 $8.6M
IMC-Chicago, LLC 0.23% New 23,644 $8.6M
Metis Global Partners, LLC 0.26% Add +1.4% 23,592 $8.6M
Central Bank & Trust Co. 1.29% Reduce -6.6% 23,549 $8.5M
Dynamic Advisor Solutions LLC 0.37% Reduce -1.0% 23,523 $8.5M
Madison Asset Management, LLC 0.10% Reduce -5.2% 23,476 $8.5M
Madison Investment Advisors, LLC 0.10% — 23,476 $8.5M
Fusion Capital, LLC 3.41% Add +0.4% 23,322 $8.5M
StoneX Group Inc. 0.46% Add +71.4% 23,286 $8.4M
TruWealth Advisors, LLC 0.51% Reduce -0.1% 23,221 $8.4M
Compound Planning, Inc. 0.43% Add +3.9% 23,193 $8.4M
New Mexico Educational Retirement Board 0.28% Reduce -3.4% 23,102 $8.4M
Pinebridge Investments, L.P. 0.06% Reduce -84.9% 23,026 $8.4M
McGuire Investment Group, LLC 1.20% Add +0.6% 22,960 $8.3M
Kavar Capital Partners Group, LLC 1.41% Add +0.0% 22,944 $8.3M
Kingswood Wealth Advisors, LLC 0.62% Reduce -1.9% 22,906 $8.3M
Composition Wealth, LLC 0.17% Add +409.6% 22,887 $8.3M
Tiaa Trust, National Association 0.03% Add +8.0% 22,868 $8.3M
Hixon Zuercher, LLC 3.19% Reduce -1.4% 22,868 $8.3M
Baader Bank Aktiengesellschaft 0.76% Reduce -0.8% 22,837 $8.3M
Capital Investment Counsel, LLC 1.37% Reduce -1.3% 22,691 $8.2M
BNP Paribas 0.11% Add +31.9% 5,615 $8.2M
Park Avenue Securities LLC 0.08% Add +8.5% 22,526 $8.2M
Beacon Investment Advisory Services, Inc. 0.35% Add +6.8% 22,520 $8.2M
Wilmington Savings Fund Society, FSB 0.15% Add +6.2% 22,432 $8.1M
ExodusPoint Capital Management, LP 0.08% New 22,423 $8.1M
Hartford Financial Management Inc. 1.66% Reduce -0.5% 22,287 $8.1M
Ferguson Wellman Capital Management, Inc. 0.15% Reduce -1.0% 22,130 $8.0M
First Financial Bank - Trust Division 0.75% Reduce -1.3% 22,114 $8.0M
Wesbanco Bank Inc. 0.27% Reduce -1.6% 22,065 $8.0M
Contravisory Investment Management, Inc. 1.71% Add +1619.8% 22,030 $8.0M
Forvis Mazars Wealth Advisors, LLC 0.18% Reduce -3.1% 21,979 $8.0M
Hodges Capital Management Inc. 0.48% Reduce -2.9% 21,970 $8.0M
Crestwood Advisors Group, LLC 0.15% Add +1.0% 21,946 $8.0M
Principle Wealth Partners LLC 0.55% Reduce -2.5% 21,696 $7.9M
Welch & Forbes LLC 0.10% Reduce -4.7% 21,589 $7.8M
City Holding Co. 1.11% Reduce -2.9% 21,566 $7.8M
Perigon Wealth Management, LLC 0.19% Reduce -9.3% 20,540 $7.8M
Waverly Advisors, LLC 0.12% Add +48.0% 21,529 $7.8M
Aull & Monroe Investment Management Corp 3.98% Reduce -6.1% 21,464 $7.8M
Trifecta Capital Advisors, LLC 1.53% Add +1.5% 21,333 $7.7M
Spinnaker Trust 0.49% Reduce -8.2% 21,310 $7.7M
Stratos Wealth Partners, LTD. 0.11% Add +3.3% 21,263 $7.7M
Citizens National Bank Trust Department 1.63% Reduce -1.7% 21,225 $7.7M
Moors & Cabot, Inc. 0.37% Reduce -2.5% 21,201 $7.7M
Howe & Rusling Inc. 0.66% Reduce -0.6% 21,082 $7.6M
Knuff & Co LLC 2.32% Reduce -0.2% 21,069 $7.6M
ARK Investment Management 0.06% Reduce -3.5% 20,856 $7.6M
Voloridge Investment Management, LLC 0.03% New 20,803 $7.5M
Compagnie Lombard Odier SCmA 0.11% Reduce -4.1% 20,751 $7.5M
Axxcess Wealth Management, LLC 0.19% Add +2.7% 20,706 $7.5M
Daiichi Life Insurance Co., Ltd. 0.21% Reduce -10.8% 20,540 $7.5M
Anderson Hoagland & Co. 0.76% No change 19,182 $7.4M
Groupama Asset Managment 0.15% Reduce -5.3% 20,391 $7.4M
Union Bancaire Privee, UBP SA 0.13% — 21,460 $7.4M
Searle & Co. 2.13% Reduce -0.1% 20,353 $7.4M
Turtle Creek Wealth Advisors, LLC 1.70% Add +0.9% 20,295 $7.4M
Global Retirement Partners, LLC 0.21% Reduce -11.8% 20,258 $7.3M
Merit Financial Group, LLC 0.13% Add +30.7% 20,178 $7.3M
Creekmur Asset Management LLC 1.68% Add +0.3% 20,172 $7.3M
Northeast Investment Management 0.32% Add +4.7% 20,154 $7.3M
Laurion Capital Management LP 0.47% New 20,098 $7.3M
CHURCHILL MANAGEMENT Corp 0.08% Reduce -0.8% 20,016 $7.3M
Valeo Financial Advisors, LLC 0.20% Add +1.1% 19,935 $7.2M
Parcion Private Wealth LLC 0.54% Reduce -0.2% 19,643 $7.1M
Koshinski Asset Management, Inc. 0.61% Reduce -1.0% 19,585 $7.1M
Sagespring Wealth Partners, LLC 0.19% — 19,539 $7.1M
Boit C F David 3.56% Reduce -8.9% 19,500 $7.1M
Bleakley Financial Group, LLC 0.21% Add +0.7% 19,360 $7.0M
Wedbush Securities Inc. 0.25% Add +16.9% 19,321 $7.0M
Pinnacle Financial Partners Inc 0.14% Add +0.3% 18,553 $7.0M
Principal Securities, Inc. 0.16% Add +5.1% 19,242 $7.0M
Cannell & Spears LLC 0.14% Add +0.6% 19,225 $7.0M
Community Bank of Raymore 5.45% Reduce -18.2% 19,111 $6.9M
Citizens Financial Group Inc. 0.14% Add +37.4% 19,097 $6.9M
Vinva Investment Management Ltd 0.26% Reduce -5.4% 19,063 $6.9M
Debussy Capital Management LP 1.05% Add +2687.1% 17,336 $6.8M
iA Global Asset Management Inc. 0.12% Add +5.3% 18,836 $6.8M
Assetmark, Inc. 0.02% Add +12.1% 18,802 $6.8M
One River Asset Management, LLC 10.20% New 18,768 $6.8M
Transform Wealth, LLC 0.38% Add +44.1% 18,743 $6.8M
CTC LLC 0.68% Reduce -12.6% 18,678 $6.8M
King Luther Capital Management Corp. 0.03% Reduce -0.3% 18,670 $6.8M
Caldwell Trust Co 0.70% Reduce -0.9% 18,605 $6.7M
OneDigital Investment Advisors LLC 0.08% Reduce -3.5% 18,543 $6.7M
Ieq Capital, LLC 0.07% Reduce -34.7% 18,530 $6.7M
Mutual Advisors, LLC 0.19% Reduce -6.9% 17,600 $6.7M
Kiley Juergens Wealth Management, LLC 1.67% Reduce -1.0% 18,410 $6.7M
Physicians Financial Services, Inc. 2.02% Add +2.2% 18,383 $6.7M
Neville Rodie & Shaw Inc. 0.48% Reduce -0.0% 18,320 $6.6M
Sentry LLC 1.29% Reduce -12.0% 18,281 $6.6M
Integrated Wealth Concepts LLC 0.08% Add +18.0% 18,224 $6.6M
Ameritas Advisory Services, LLC 0.23% Add +10.5% 18,189 $6.6M
Fourpath Capital Management, LLC 1.22% Reduce -2.8% 18,108 $6.6M
Trinity Legacy Partners, LLC 1.68% Add +3.2% 17,999 $6.5M
Aries Wealth Management 1.80% No change 17,992 $6.5M
Financial & Tax Architects, LLC 1.66% Add +0.6% 17,923 $6.5M
Vestcor Inc 0.21% Reduce -5.0% 17,768 $6.4M
Greenleaf Trust 0.06% Add +2.5% 17,741 $6.4M
Cordgrass Capital Advisors, LLC 1.86% Reduce -0.1% 17,713 $6.4M
Ipswich Investment Management Co., Inc. 1.54% Reduce -0.1% 17,691 $6.4M
NewSquare Capital LLC 0.51% Add +5.4% 17,622 $6.4M
EP Wealth Advisors, LLC 0.05% Reduce -2.3% 17,613 $6.4M
Wright Investors Service Inc. 2.07% Add +24.5% 17,573 $6.4M
Robertson Stephens Wealth Management, LLC 0.23% Add +25.0% 17,540 $6.4M
Summitry LLC 0.31% Add +3.0% 17,490 $6.3M
Empirical Finance, LLC 0.37% Reduce -1.4% 17,486 $6.3M
Advocate Group LLC 1.19% Reduce -2.7% 17,442 $6.3M
Bridge Creek Capital Management LLC 1.94% Reduce -1.1% 17,361 $6.3M
Romano Brothers and Company 0.79% Reduce -4.0% 17,224 $6.2M
EagleClaw Capital Managment, LLC 0.99% Add +1.5% 17,150 $6.2M
Williams Jones Wealth Management, LLC. 0.07% Reduce -0.9% 17,139 $6.2M
Griffin Asset Management, Inc. 0.73% Add +1.2% 17,098 $6.2M
Colonial Trust Advisors 0.55% Reduce -9.4% 17,074 $6.2M
Country Club Bank 0.41% Reduce -0.1% 17,061 $6.2M
Capital Group Investment Management Pte. LTD. 1.17% Reduce -7.2% 17,039 $6.2M
Foster & Motley Inc. 0.40% Add +1.7% 16,949 $6.1M
Columbia Asset Management 1.18% Reduce -6.5% 16,946 $6.1M
Jackson Square Capital, LLC 1.48% Add +1.9% 16,889 $6.1M
Massachusetts Institute of Technology 0.86% No change 16,714 $6.1M
Advisors Asset Management, Inc. 0.11% Reduce -2.1% 16,708 $6.1M
Mairs & Power Inc. 0.06% Add +0.7% 16,693 $6.1M
Ellsworth Advisors, LLC 1.59% Reduce -5.3% 16,686 $6.1M
Community Bank, N.A. 0.77% Reduce -1.2% 16,635 $6.0M
Highland Capital Management, LLC 0.34% Reduce -2.5% 16,599 $6.0M
Family Legacy, Inc. 2.04% Reduce -2.9% 16,665 $6.0M
Snowden Capital Advisors LLC 0.19% Reduce -33.4% 16,525 $6.0M
Sheaff Brock Investment Advisors, LLC 0.52% Add +128.0% 16,500 $6.0M
Montag A & Associates Inc. 0.28% Add +0.2% 16,433 $6.0M
Groupe la Francaise 0.15% — 14,922 $5.9M
Flputnam Investment Management Co. 0.11% Add +3.8% 16,328 $5.9M
Lake Street Advisors Group, LLC 0.27% Add +92.3% 16,257 $5.9M
Wells Trecaso Financial Group, LLC 1.92% Add +0.9% 16,211 $5.9M
Beese Fulmer Investment Management, Inc. 0.50% Add +0.3% 16,209 $5.9M
Roundview Capital LLC 0.41% Add +1.7% 16,186 $5.9M
Guyasuta Investment Advisors Inc. 0.37% Add +12.0% 16,178 $5.9M
Holderness Investments Co. 1.29% Add +0.6% 16,149 $5.9M
Ascent Wealth Partners, LLC 0.79% Reduce -1.1% 16,137 $5.9M
Level Four Advisory Services, LLC 0.24% Reduce -1.5% 16,061 $5.8M
Twin Capital Management Inc. 0.64% Add +0.5% 16,016 $5.8M
Sandhill Capital Partners LLC 0.45% Reduce -0.5% 15,978 $5.8M
Siemens Fonds Invest GmbH 0.61% Add +1.6% 15,919 $5.8M
Pallas Capital Advisors LLC 0.25% Reduce -2.4% 15,921 $5.8M
Sonora Investment Management Group, LLC 0.44% Add +498.6% 15,797 $5.7M
Blue Trust, Inc. 0.07% Reduce -12.7% 15,786 $5.7M
Fifth Third Wealth Advisors LLC 0.31% Add +5.0% 15,714 $5.7M
Cary Street Partners Financial LLC 0.18% — 15,663 $5.7M
Goelzer Investment Management, Inc. 0.33% Add +2.6% 15,639 $5.7M
Alps Advisors Inc. 0.04% Reduce -0.5% 15,631 $5.7M
Legacy CG, LLC 1.72% Reduce -5.5% 15,454 $5.6M
Keeler Thomas Management LLC 2.00% Reduce -1.7% 15,447 $5.6M
Northwestern Mutual Investment Management Company, LLC 0.12% Reduce -0.3% 15,329 $5.6M
Equitable Holdings, Inc. 0.05% Add +4.0% 15,295 $5.5M
Equitable Trust Co. 0.31% No change 15,271 $5.5M
Canandaigua National Bank & Trust Co. 0.54% Reduce -0.5% 15,143 $5.5M
Chicago Capital, LLC 0.15% Add +2.6% 15,139 $5.5M
TCI Wealth Advisors, Inc. 0.46% Reduce -3.0% 15,115 $5.5M
Richard Bernstein Advisors LLC 0.12% No change 15,072 $5.5M
Blackston Financial Advisory Group, LLC 2.71% Reduce -0.6% 15,003 $5.4M
Kentucky Farm Bureau Mutual Insurance Co 1.22% No change 15,000 $5.4M
RBF Capital, LLC 0.28% No change 15,000 $5.4M
Tower View Wealth Management LLC 2.87% Add +0.9% 14,991 $5.4M
Geneos Wealth Management Inc. 0.19% Reduce -1.8% 14,972 $5.4M
Monument Capital Management 1.49% Add +0.3% 14,924 $5.4M
Caprock Group, LLC 0.18% Add +15.3% 14,914 $5.4M
SteelPeak Wealth, LLC 0.22% Reduce -15.9% 14,913 $5.4M
Burney Co./ 0.19% Reduce -2.7% 14,857 $5.4M
Wealthcare Advisory Partners LLC 0.15% Add +1.5% 14,830 $5.4M
Studio Investment Management LLC 1.14% Reduce -3.0% 14,790 $5.4M
Covington Investment Advisors Inc. 0.80% Reduce -89.9% 1,475 $5.3M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -13.7% 14,719 $5.3M
Malaga Cove Capital, LLC 2.09% Reduce -1.0% 14,679 $5.3M
First Business Financial Services, Inc. 0.53% Add +2098.9% 14,667 $5.3M
First Merchants Corp. 0.20% Add +5.0% 14,660 $5.3M
Plato Investment Management Ltd 0.39% No change 14,594 $5.3M
Mission Creek Capital Partners, Inc. 1.15% Add +2.1% 14,547 $5.3M
Robbins Farley 2.57% Add +1.3% 14,543 $5.3M
Bank of Hawaii 0.29% Reduce -1.4% 14,494 $5.3M
Sandy Spring Bank 0.21% Reduce -1.3% 14,490 $5.3M
Eukles Asset Management 2.22% Reduce -7.5% 14,394 $5.2M
Allstate Corp. 0.15% New 14,393 $5.2M
Montgomery Investment Management Inc. 2.05% Reduce -7.2% 14,373 $5.2M
Leavell Investment Management, Inc. 0.26% Add +1.3% 14,358 $5.2M
FRG Family Wealth Advisors LLC 0.94% No change 14,324 $5.2M
Bailard, Inc. 0.13% Add +7.0% 14,297 $5.2M
GAM Holding AG 0.39% Reduce -6.5% 14,243 $5.2M
Mathes Company, Inc. 1.90% Reduce -2.8% 14,214 $5.2M
Financial Advocates Investment Management 0.29% Reduce -0.3% 14,195 $5.1M
Eastern Bank 0.10% Reduce -0.5% 14,194 $5.1M
Virtu Financial LLC 0.27% New 14,191 $5.1M
Johnson Financial Group, Inc. 0.24% Reduce -8.6% 13,714 $5.1M
Asset Dedication, LLC 0.40% Reduce -18.2% 14,091 $5.1M
Independent Financial Group, LLC 0.17% Add +37.3% 14,073 $5.1M
Gouws Capital LLC 3.50% Add +11.1% 14,062 $5.1M
Mgo One Seven LLC 0.20% Add +39.9% 14,010 $5.1M
Pflug Koory, LLC 0.34% Reduce -0.1% 13,950 $5.1M
Banque Pictet & Cie SA 0.05% Add +2377.1% 13,921 $5.0M
Tokio Marine Asset Management Co. Ltd. 0.18% Add +3.2% 13,901 $5.0M
Blue Edge Capital, LLC 0.79% Add +2.8% 13,881 $5.0M
Reliant Investment Management, LLC 2.22% Add +3.9% 13,875 $5.0M
Teamwork Financial Advisors, LLC 0.66% Reduce -65.6% 13,868 $5.0M
Anchor Investment Management, LLC 0.47% Add +4.0% 13,852 $5.0M
Seascape Capital Management 1.75% Add +1.4% 13,817 $5.0M
CCM Investment Group, LLC 0.55% — 13,770 $5.0M
Vise Technologies, Inc. 0.42% Add +52.6% 13,776 $5.0M
FAS Wealth Partners, Inc. 0.42% Add +2.0% 13,719 $5.0M
Arrow Financial Corp 0.47% Reduce -1.6% 13,713 $5.0M
JPL Wealth Management, LLC 1.41% — 13,536 $4.9M
Resolute Wealth Strategies, LLC 2.52% Reduce -0.3% 13,514 $4.9M
Thoroughbred Financial Services, LLC 0.30% Add +3.7% 13,464 $4.9M
Altrius Capital Management Inc 1.31% Reduce -2.7% 13,461 $4.9M
Tema ETFs LLC 2.01% — 13,328 $4.8M
Brown Brothers Harriman & Co. 0.03% Add +0.4% 13,308 $4.8M
Viewpoint Capital Management LLC 2.53% Add +1.6% 13,305 $4.8M
Generali Investments CEE, investicni spolecnost, a.s. 0.50% — 13,300 $4.8M
Liberty One Investment Management, LLC 0.52% Add +3.8% 13,264 $4.8M
Traynor Capital Management, Inc. 0.37% Add +17.6% 13,260 $4.8M
FourThought Financial Partners, LLC 0.50% New 13,253 $4.8M
Essex Financial Services, Inc. 0.34% Add +8.4% 13,212 $4.8M
Trajan Wealth LLC 0.26% New 13,167 $4.8M
Gilliland Jeter Wealth Management LLC 1.61% Reduce -0.1% 13,154 $4.8M
B & T Capital Management DBA Alpha Capital Management 0.87% Add +1.1% 13,128 $4.8M
Trexquant Investment LP 0.06% Reduce -40.7% 13,119 $4.8M
IronBridge Private Wealth, LLC 1.74% Reduce -4.6% 13,102 $4.8M
Acadian Asset Management LLC 0.01% Add +49.4% 13,093 $4.7M
Webster Bank, N. A. 0.51% Reduce -4.1% 13,063 $4.7M
Spire Wealth Management 0.15% Reduce -20.2% 12,917 $4.7M
Faithward Advisors, LLC 0.80% Reduce -0.1% 12,878 $4.7M
Leuthold Group, LLC 0.56% Reduce -3.2% 12,800 $4.6M
Callan Family Office, LLC 0.29% Add +495.0% 12,757 $4.6M
Stonebridge Capital Management Inc. 1.89% Reduce -0.2% 12,697 $4.6M
Ledyard National Bank 0.43% Reduce -4.6% 12,674 $4.6M
Johnson Investment Counsel Inc. 0.04% Add +1.3% 12,659 $4.6M
Global Wealth Management Investment Advisory, Inc. 0.94% Add +2.2% 12,602 $4.6M
Iowa State Bank 0.95% Reduce -0.9% 12,597 $4.6M
Hayek Kallen Investment Management 1.66% Reduce -0.2% 12,594 $4.6M
Ogorek Anthony Joseph /NY/ 1.45% Add +0.2% 12,562 $4.6M
Plimoth Trust Co. LLC 1.17% Reduce -0.2% 12,508 $4.5M
Barbara Oil Co. 1.88% No change 12,500 $4.5M
DT Investment Partners, LLC 0.38% Reduce -1.4% 12,474 $4.5M
Sowell Financial Services LLC 0.24% Reduce -7.5% 12,424 $4.5M
Kintegral Advisory, LLC 0.43% Reduce -4.5% 12,412 $4.5M
Jericho Financial, LLP 3.26% — 12,399 $4.5M
Applied Capital LLC 3.52% Reduce -0.8% 12,366 $4.5M
J.P. Marvel Investment Advisors, LLC 0.74% No change 12,347 $4.5M
Meeder Advisory Services, Inc. 0.28% Add +3.0% 12,345 $4.5M
Amova Asset Management Americas, Inc. 0.05% Reduce -10.2% 12,336 $4.5M
Azimuth Capital Investment Management LLC 0.17% Reduce -1.8% 12,325 $4.5M
Valley Wealth Managers, Inc. 0.33% Reduce -11.7% 12,320 $4.5M
North Star Investment Management Corp. 0.31% Add +0.1% 12,313 $4.5M
FORA Capital, LLC 0.51% New 12,311 $4.5M
Sapient Capital LLC 0.09% Add +0.8% 12,307 $4.5M
Alberta Investment Management Corp 0.03% Reduce -19.1% 12,300 $4.5M
Trust Co. of Vermont 0.22% Reduce -3.6% 12,291 $4.5M
Jacobi Capital Management LLC 0.33% Reduce -2.0% 12,267 $4.4M
Vista Investment Partners LLC 1.38% Reduce -1.3% 12,206 $4.4M
Modus Advisors, LLC 1.38% Add +0.7% 12,136 $4.4M
Old National Bancorp 0.10% Reduce -1.3% 12,082 $4.4M
New Hampshire Trust 0.92% Add +2.1% 12,048 $4.4M
CWA Asset Management Group, LLC 0.22% Add +10.2% 12,030 $4.4M
OneAscent Financial Services LLC 0.37% Add +7.2% 11,976 $4.3M
Prudential PLC 0.02% Reduce -13.0% 11,958 $4.3M
Mather Group, Llc. 0.06% Reduce -1.7% 11,956 $4.3M
Sound View Wealth Advisors Group, LLC 0.35% Add +4.5% 11,927 $4.3M
Ameritas Investment Partners, Inc. 0.14% Reduce -9.5% 11,916 $4.3M
Laird Norton Wetherby Wealth Management, LLC 0.21% Reduce -3.5% 11,886 $4.3M
Secured Retirement Advisors, LLC 2.46% Add +44.5% 11,836 $4.3M
Signaturefd, LLC 0.08% Reduce -2.7% 11,691 $4.2M
Balyasny Asset Management L.P. 0.01% Add +153.1% 11,667 $4.2M
Regency Capital Management Inc.\DE 2.29% Add +4.5% 11,656 $4.2M
Focus Partners Advisor Solutions, LLC 0.07% Add +43.9% 11,623 $4.2M
Creative Financial Designs Inc. 0.34% Add +3.4% 11,620 $4.2M
Argyle Capital Management, LLC 1.65% Add +0.3% 11,559 $4.2M
Seizert Capital Partners, LLC 0.19% Reduce -4.5% 11,544 $4.2M
Occidental Asset Management, LLC 0.65% Add +5.6% 11,535 $4.2M
Trust Co. of Toledo NA 0.55% Add +9.5% 11,491 $4.2M
Procyon Advisors, LLC 0.27% Reduce -1.6% 11,469 $4.2M
Members Trust Co 0.14% Reduce -0.7% 11,393 $4.1M
Spirit of America Management Corp. 0.84% Reduce -0.9% 11,390 $4.1M
Whitener Capital Management, Inc. 1.15% Reduce -1.6% 11,354 $4.1M
Providence Wealth Advisors, LLC 3.11% Reduce -3.5% 11,289 $4.1M
Nicholas Hoffman & Company, LLC. 0.16% Reduce -1.4% 11,290 $4.1M
Smith, Moore & Co. 0.37% Add +1.5% 11,284 $4.1M
HITE Hedge Asset Management LLC 0.30% New 11,177 $4.1M
Kingsview Wealth Management, LLC 0.08% Reduce -4.9% 11,159 $4.0M
Money Concepts Capital Corp. 0.30% Add +0.2% 11,111 $4.0M
Moneta Group Investment Advisors LLC 0.06% Reduce -1.5% 11,071 $4.0M
MWA Asset Management 2.66% Reduce -1.7% 11,043 $4.0M
CPA Asset Management Group, LLC 1.86% No change 11,009 $4.0M
MV Capital Management, Inc. 0.43% Add +2.6% 10,990 $4.0M
Focus Financial Network, Inc. 0.16% Reduce -1.2% 10,931 $4.0M
Hudson Capital Management LLC 1.27% Add +0.6% 10,895 $4.0M
Harbor Capital Advisors, Inc. 0.17% Add +2.2% 10,843 $3.9M
Whalerock Point Partners, LLC 0.94% No change 10,792 $3.9M
Argent Trust Co 0.16% Add +9.3% 10,788 $3.9M
Asset Management Group, Inc. 0.69% Add +0.3% 10,771 $3.9M
Vestor Capital, LLC 0.30% Add +0.6% 10,754 $3.9M
Boyd Watterson Asset Management LLC 1.09% Reduce -0.0% 10,729 $3.9M
Pure Financial Advisors, LLC 0.09% Add +4.3% 10,699 $3.9M
Slow Capital, Inc. 0.55% Reduce -9.3% 10,692 $3.9M
Graypoint LLC 0.23% Reduce -0.4% 10,666 $3.9M
Mystic Asset Management, Inc. 1.03% Add +2.8% 10,605 $3.8M
Verdence Capital Advisors LLC 0.31% Add +25.1% 10,603 $3.8M
Kinloch Capital, LLC 1.93% Add +2.5% 10,597 $3.8M
BNC Wealth Management, LLC 1.26% Add +5.5% 10,574 $3.8M
Tritonpoint Wealth, LLC 0.35% Reduce -1.3% 10,569 $3.8M
Legacy Financial Strategies, LLC 0.83% Reduce -1.7% 10,653 $3.8M
BLB&B Advisors, LLC 0.19% Reduce -4.0% 10,506 $3.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.10% Add +6.9% 10,492 $3.8M
Capital Investment Counsel, Inc 0.57% Reduce -5.0% 10,480 $3.8M
Cullen/Frost Bankers, Inc. 0.05% Add +5.8% 10,351 $3.8M
IFP Advisors, Inc 0.12% Add +27.4% 10,343 $3.8M
World Investment Advisors 0.10% Add +157.4% 10,327 $3.7M
Monetary Management Group Inc. 0.96% No change 10,227 $3.7M
Investor's Fiduciary Advisor Network, LLC 1.42% — 10,205 $3.7M
Truvestments Capital LLC 0.95% Add +3.7% 10,196 $3.7M
Evercore Wealth Management, LLC 0.06% Add +1.9% 10,167 $3.7M
Profund Advisors LLC 0.13% Add +2.0% 10,158 $3.7M
Onex Canada Asset Management Inc. 0.44% Reduce -1.7% 10,153 $3.7M
Jaffetilchin Investment Partners, LLC 0.27% Add +7.4% 10,132 $3.7M
Great Valley Advisor Group, Inc. 0.08% Reduce -1.8% 10,108 $3.7M
Parallel Advisors, LLC 0.08% Add +8.5% 10,096 $3.7M
NorthRock Partners, LLC 0.12% Reduce -1.9% 10,071 $3.7M
Natixis 0.02% Reduce -90.4% 10,055 $3.6M
Fisher Funds Management LTD 0.09% — 10,023 $3.6M
Oddo BHF Asset Management Sas 0.18% Add +24.8% 9,996 $3.6M
Fidelis Capital Partners, LLC 0.36% Add +15.2% 10,005 $3.6M
BTG Pactual Asset Management US LLC 0.47% Add +193.6% 9,966 $3.6M
Ibex Wealth Advisors 0.43% Add +894.1% 9,961 $3.6M
IHT Wealth Management, LLC 0.12% Reduce -26.6% 9,937 $3.6M
Modern Wealth Management, LLC 0.13% Add +12.0% 9,907 $3.6M
LMG Wealth Partners, LLC 0.78% Add +0.7% 9,892 $3.6M
First Dallas Securities Inc. 1.46% Add +0.2% 9,868 $3.6M
Cumberland Advisors Inc. 1.43% No change 9,850 $3.6M
Naples Global Advisors, LLC 0.33% Reduce -2.0% 9,849 $3.6M
Heritage Trust Co 0.42% — 9,836 $3.6M
Schnieders Capital Management LLC 0.71% Reduce -1.1% 9,800 $3.6M
Nilsine Partners, LLC 0.38% Add +3.7% 9,798 $3.6M
Waldron Private Wealth LLC 0.14% Add +102.8% 9,794 $3.6M
RB Capital Management, LLC 0.86% Add +1.9% 9,746 $3.5M
Mill Capital Management, LLC 0.28% No change 9,737 $3.5M
Davidson Capital Management Inc. 0.92% Add +3.8% 9,667 $3.5M
J.W. Cole Advisors, Inc. 0.14% Add +0.9% 9,656 $3.5M
SeaCrest Wealth Management, LLC 0.37% Add +0.3% 9,632 $3.5M
Consolidated Capital Management, LLC 1.52% Reduce -1.9% 9,620 $3.5M
Wellington Shields & Co., LLC 1.07% No change 9,608 $3.5M
Ritholtz Wealth Management 0.10% Add +25.4% 9,583 $3.5M
Ashton Thomas Private Wealth, LLC 0.14% Add +26.7% 9,557 $3.5M
Avitas Wealth Management LLC 0.48% Add +0.8% 9,539 $3.5M
Mattern Wealth Management LLC 0.76% Add +54.6% 9,478 $3.4M
Mitchell McLeod Pugh & Williams Inc. 0.72% Reduce -7.7% 9,477 $3.4M
Finer Wealth Management, Inc. 1.96% Add +0.9% 9,429 $3.4M
Brendel Financial Advisors LLC 2.06% Reduce -5.0% 9,403 $3.4M
Palisade Asset Management, LLC 0.35% Reduce -1.0% 9,382 $3.4M
Lifeworks Advisors, LLC 0.61% Add +13.6% 9,380 $3.4M
Gladstone Institutional Advisory LLC 0.16% Reduce -18.1% 9,372 $3.4M
AlTi Global, Inc. 0.08% Add +3.5% 9,155 $3.4M
Cambridge Advisors Inc. 0.76% Reduce -0.6% 9,364 $3.4M
HBK Sorce Advisory LLC 0.10% Add +0.9% 9,316 $3.4M
Hudock, Inc. 0.59% Reduce -2.2% 9,311 $3.4M
Rothschild Investment LLC 0.22% Add +11.8% 9,305 $3.4M
Family Manage LLC 0.55% Add +3.4% 9,538 $3.4M
WR Wealth Planners, LLC 1.08% Reduce -3.2% 9,285 $3.4M
1ST Source Bank 0.19% Reduce -0.3% 9,259 $3.4M
Caldwell Sutter Capital, Inc. 1.56% Reduce -1.2% 9,258 $3.4M
PFG Advisors 0.21% Reduce -6.5% 9,236 $3.4M
Concord Wealth Partners 0.55% Reduce -0.6% 9,236 $3.4M
First National Bank & Trust Co. of Newtown 0.70% Reduce -3.7% 9,232 $3.3M
Aire Advisors, LLC 0.69% Add +1.1% 9,217 $3.3M
Cannon Advisors, Inc. 2.84% Reduce -2.8% 9,215 $3.3M
Panagora Asset Management Inc. 0.02% Reduce -78.3% 9,199 $3.3M
Buckley Wealth Management, LLC 1.02% Reduce -1.7% 9,190 $3.3M
Zhang Financial LLC 0.19% Add +8.7% 9,158 $3.3M
McKinley Carter Wealth Services, Inc. 0.20% Reduce -1.9% 9,154 $3.3M
RFG - Bristol Wealth Advisors, LLC 1.09% — 9,125 $3.3M
L2 Asset Management, LLC 0.72% Add +1.5% 9,097 $3.3M
Global Trust Asset Management, LLC 1.25% Reduce -3.3% 9,090 $3.3M
V-Square Quantitative Management LLC 0.46% Add +0.8% 9,008 $3.3M
Penobscot Investment Management Company, Inc. 0.30% Reduce -0.3% 8,975 $3.3M
South Dakota Investment Council 0.06% No change 8,964 $3.3M
Pinnacle Holdings, LLC 1.41% Reduce -5.5% 8,951 $3.2M
Raiffeisen Bank International AG 0.05% — 8,927 $3.2M
Asahi Life Asset Management Co., LTD. 1.97% Reduce -4.6% 8,916 $3.2M
Douglass Winthrop Advisors, LLC 0.06% Reduce -0.1% 8,902 $3.2M
Weaver Capital Management LLC 0.90% Add +46.9% 8,831 $3.2M
Westpac Banking Corp. 0.21% Add +2.3% 8,767 $3.2M
Cullen Investment Group, LTD. 0.47% Add +0.6% 8,763 $3.2M
Daymark Wealth Partners, LLC 0.13% Add +0.1% 128,418 $3.2M
Hennessy Advisors Inc. 0.09% Reduce -5.5% 8,600 $3.1M
Qtron Investments LLC 0.44% No change 8,587 $3.1M
GAMMA Investing LLC 0.26% Add +7.3% 8,566 $3.1M
Naviter Wealth, LLC 0.37% Add +48.5% 8,537 $3.1M
Ti-Trust, Inc. 2.07% Reduce -1.8% 8,536 $3.1M
Smith Salley Wealth Management 0.20% Reduce -0.2% 8,524 $3.1M
River Street Advisors LLC 1.58% Reduce -6.3% 8,522 $3.1M
Gould Capital, LLC 2.15% Reduce -1.8% 8,521 $3.1M
Abn Amro Investment Solutions 0.06% Reduce -0.1% 8,499 $3.1M
Factor Wealth Management LTD 1.02% — 8,497 $3.1M
Ballentine Partners, LLC 0.05% Add +1.5% 8,486 $3.1M
Shell Asset Management Co. 0.13% Add +93.4% 8,467 $3.1M
Private Trust Co. NA 0.32% Add +5.3% 8,453 $3.1M
Cornell Pochily Investment Advisors, Inc. 1.07% Add +0.1% 8,417 $3.1M
Banque Transatlantique SA 0.08% — 8,436 $3.0M
Hanson & Doremus Investment Management 0.48% Reduce -3.8% 8,377 $3.0M
Y-Intercept (Hong Kong) Ltd 0.20% Reduce -2.0% 8,363 $3.0M
Farther Finance Advisors, LLC 0.11% Add +4.0% 8,362 $3.0M
St Germain D J Co. Inc. 0.14% Add +29.7% 8,345 $3.0M
Bernard Wealth Management Corp. 1.42% — 8,336 $3.0M
Catherine Avery Investment Management LLC 2.67% — 8,328 $3.0M
Radnor Capital Management, LLC 0.50% Reduce -0.6% 8,312 $3.0M
Park National Corp. 0.11% Reduce -0.6% 8,298 $3.0M
Core Wealth Advisors, Inc. 0.99% Reduce -1.1% 8,239 $3.0M
Horizon Investments, LLC 0.09% Add +1.8% 8,267 $3.0M
Boltwood Capital Management 0.91% Reduce -0.0% 8,235 $3.0M
Tradewinds, LLC. 0.83% No change 8,236 $3.0M
Graphene Investments SAS 2.05% No change 8,200 $3.0M
CreativeOne Wealth, LLC 0.09% Reduce -19.4% 8,170 $3.0M
Peregrine Asset Advisers, Inc. 1.09% Add +382.3% 8,131 $2.9M
Adirondack Trust Co. 1.12% Reduce -1.8% 8,087 $2.9M
Stonegate Investment Group, LLC 0.08% Add +22.7% 8,063 $2.9M
Verition Fund Management LLC 0.02% Reduce -29.9% 8,035 $2.9M
Mission Wealth Management, LP 0.07% Reduce -1.1% 8,019 $2.9M
Fieldview Capital Management, LLC 0.45% — 7,990 $2.9M
Loudon Investment Management, LLC 1.65% Reduce -2.1% 7,988 $2.9M
First Horizon Advisors, Inc. 0.08% Reduce -5.1% 7,967 $2.9M
Atlantic Union Bankshares Corp 0.17% Reduce -3.4% 7,965 $2.9M
Horizon Kinetics Asset Management LLC 0.04% Reduce -3.3% 7,943 $2.9M
Valley Brook Capital Group, Inc. 2.15% Reduce -0.1% 7,930 $2.9M
MIdWestOne Financial Group, Inc. 0.40% No change 7,919 $2.9M
Fruth Investment Management 0.79% No change 7,903 $2.9M
Field & Main Bank 1.01% Add +0.7% 7,881 $2.9M
Old Port Advisors 0.82% Reduce -0.6% 7,874 $2.9M
Oxbow Advisors, LLC 0.34% Reduce -2.8% 7,844 $2.8M
Howland Capital Management LLC 0.12% Add +13.3% 7,817 $2.8M
Gifford Fong Associates 0.69% No change 7,800 $2.8M
Lowe Brockenbrough & Co. Inc. 0.18% Reduce -3.6% 7,801 $2.8M
Becker Capital Management Inc. 0.09% Reduce -4.8% 7,795 $2.8M
Baldwin Investment Management, LLC 0.37% Reduce -20.1% 7,795 $2.8M
Focused Wealth Management, Inc 0.38% Add +0.9% 7,738 $2.8M
Chapin Davis, Inc. 0.91% No change 7,170 $2.8M
Mb, Levis & Associates, LLC 1.40% Reduce -3.9% 7,714 $2.8M
Foundations Investment Advisors, LLC 0.05% Add +12.5% 7,687 $2.8M
United Community Bank 1.08% Add +0.5% 7,671 $2.8M
Cozad Asset Management Inc. 0.26% Add +3.2% 7,664 $2.8M
Capital Asset Advisory Services LLC 0.14% Reduce -0.2% 7,638 $2.8M
Investors Asset Management of Georgia Inc. /Ga/ 1.35% Reduce -1.6% 7,635 $2.8M
Diversified Trust Co. 0.07% Add +1.9% 7,627 $2.8M
JBR Co Financial Management Inc 1.68% Reduce -0.1% 7,612 $2.8M
Stamos Capital Partners, L.P. 0.65% Add +6.7% 7,610 $2.8M
Orleans Capital Management Corp. 1.54% Add +4.7% 7,618 $2.8M
Gables Capital Management Inc. 1.33% Reduce -0.7% 7,590 $2.8M
Exchange Bank 2.21% Reduce -0.0% 7,575 $2.7M
D. Scott Neal, Inc. 1.50% No change 7,549 $2.7M
Pine Valley Investments Ltd Liability Co 0.18% Add +35.3% 7,511 $2.7M
Beacon Bank & Trust 0.63% Reduce -2.1% 7,502 $2.7M
Symphony Financial, Ltd. Co. 0.43% Add +1.2% 6,866 $2.7M
Dorsey & Whitney Trust CO LLC 0.15% Reduce -1.8% 7,453 $2.7M
Columbia Bank 0.94% Reduce -0.6% 7,274 $2.7M
Choate Investment Advisors 0.06% Reduce -8.8% 7,437 $2.7M
Vista Investment Partners Ii, LLC 1.59% — 7,435 $2.7M
Oarsman Capital, Inc. 0.47% Add +4.1% 7,413 $2.7M
Brighton Jones LLC 0.08% Add +51.5% 7,409 $2.7M
Compton Wealth Advisory Group, LLC 0.69% Reduce -0.9% 7,326 $2.7M
Murphy, Middleton, Hinkle & Parker, Inc. 1.50% Reduce -5.9% 7,324 $2.7M
Indiana Trust & Investment Management Co 0.90% Add +11.0% 7,299 $2.6M
Little House Capital LLC 0.76% Reduce -0.1% 7,299 $2.6M
Fairfield Financial Advisors, LTD 0.93% Add +23.0% 7,273 $2.6M
Tyche Wealth Partners LLC 0.55% Add +3.6% 7,237 $2.6M
Trust Investment Advisors 1.67% Add +7.9% 7,221 $2.6M
Rollins Financial Advisors, LLC 0.41% Add +4.4% 7,198 $2.6M
LBP Am SA 0.04% Reduce -78.5% 7,188 $2.6M
Lake Street Private Wealth, LLC 0.42% Add +4.0% 7,179 $2.6M
Arete Wealth Advisors, LLC 0.19% Add +7.9% 7,147 $2.6M
Legacy Bridge, LLC 1.35% No change 7,148 $2.6M
Mufg Securities Americas Inc. 0.34% — 7,128 $2.6M
Modera Wealth Management, LLC 0.03% Add +2.6% 7,124 $2.6M
G&S Capital LLC 1.07% Reduce -11.4% 7,121 $2.6M
Sumitomo Life Insurance Co. 0.05% Reduce -2.0% 7,117 $2.6M
Cross Staff Investments Inc 1.80% No change 7,104 $2.6M
Wedmont Private Capital 0.14% Add +7.1% 7,331 $2.6M
Heritage Wealth Management, Inc. 0.85% Reduce -1.0% 7,075 $2.6M
Ellis Investment Partners, LLC 0.50% Reduce -8.6% 7,060 $2.6M
Forum Financial Management, LP 0.04% Add +14.6% 7,048 $2.6M
Western Wealth Management, LLC 0.14% Add +0.2% 7,029 $2.5M
Franklin Street Advisors Inc. 0.17% Reduce -2.0% 7,004 $2.5M
D L Carlson Investment Group Inc. 0.45% Reduce -1.2% 6,997 $2.5M
Linden Thomas Advisory Services, LLC 0.32% Add +14.5% 6,988 $2.5M
Forefront Wealth Management Inc. 2.33% — 6,980 $2.5M
Argent Advisors, Inc. 0.94% Reduce -1.7% 6,979 $2.5M
SVB Wealth LLC 0.05% New 6,978 $2.5M
Quest Investment Management LLC 0.29% No change 6,968 $2.5M
BCM Advisors, LLC 0.56% Reduce -0.2% 7,043 $2.5M
Mizuho Markets Americas LLC 0.05% Reduce -58.5% 6,959 $2.5M
Court Place Advisors, LLC 0.81% Reduce -9.3% 6,911 $2.5M
Schear Investment Advisers, LLC 1.33% Add +3.6% 6,864 $2.5M
Slagle Financial, LLC 1.12% Add +3.9% 6,858 $2.5M
Inspire Advisors, LLC 0.30% Reduce -17.2% 6,843 $2.5M
DMKC Advisory Services, LLC 2.25% — 6,829 $2.5M
Staley Capital Advisers Inc. 0.11% No change 6,800 $2.5M
Glen Eagle Advisors, LLC 0.41% Add +7.1% 6,799 $2.5M
Hilton Capital Management, LLC 0.21% No change 6,783 $2.5M
Trueblood Wealth Management, LLC 1.21% Add +3.1% 6,753 $2.4M
Stone Summit Wealth LLC 0.82% Add +0.5% 6,752 $2.4M
Nemes Rush Group LLC 0.30% Add +1.9% 6,745 $2.4M
RFG Advisory, LLC 0.07% Add +3.6% 6,739 $2.4M
AAFMAA Wealth Management & Trust LLC 1.07% Reduce -7.8% 6,735 $2.4M
Capital & Planning, LLC 1.78% — 6,724 $2.4M
TKG Advisors, LLC 1.12% Reduce -5.1% 5,982 $2.4M
Ar Asset Management Inc. 0.56% No change 6,700 $2.4M
Quadrant Capital Group LLC 0.17% Reduce -0.0% 6,674 $2.4M
Triangle Securities Wealth Management 0.62% Reduce -4.4% 6,668 $2.4M
Walleye Capital LLC 0.03% Add +5850.9% 6,665 $2.4M
Redmond Asset Management, LLC 0.60% New 6,661 $2.4M
Valley National Advisers Inc. 0.43% Add +1.0% 6,650 $2.4M
Occudo Quantitative Strategies LP 0.43% New 6,626 $2.4M
Vivid Wealth Management, LLC 1.21% Add +1.4% 6,608 $2.4M
AMG National Trust Bank 0.07% Add +0.2% 6,606 $2.4M
Fairhaven Wealth Management, LLC 0.75% Add +2.0% 6,580 $2.4M
Harbour Investments, Inc. 0.07% Add +0.2% 6,559 $2.4M
Fort Point Capital Partners LLC 0.27% Reduce -6.9% 6,553 $2.4M
Arbor Trust Wealth Advisors, LLC 1.11% Reduce -2.9% 6,526 $2.4M
Concourse Financial Group Securities, Inc. 0.13% Add +2.0% 5,921 $2.4M
44 Wealth Management LLC 0.91% Reduce -7.5% 6,508 $2.4M
Sargent Investment Group, LLC 0.39% Add +8.0% 6,512 $2.4M
Spectrum Wealth Counsel, LLC 0.28% Add +6407.0% 6,507 $2.4M
Axq Capital, LP 1.06% Add +211.2% 6,501 $2.4M
Greenfield Savings Bank 1.13% Reduce -0.8% 6,489 $2.4M
Cookson Peirce & Co. Inc. 0.11% Add +15.6% 6,474 $2.3M
Massachusetts Wealth Management 1.45% No change 6,457 $2.3M
Eads & Heald Wealth Management 1.15% Add +5.0% 6,442 $2.3M
Arkadios Wealth Advisors 0.13% Reduce -3.5% 6,434 $2.3M
Pinnacle Wealth Management, LLC 2.59% Reduce -1.3% 6,425 $2.3M
Old Mission Investment Co LLC 0.70% Add +16.4% 6,425 $2.3M
CGN Advisors LLC 0.23% Reduce -12.2% 6,415 $2.3M
Insight Wealth Strategies, LLC 0.31% Add +2.6% 6,412 $2.3M
NewEdge Wealth, LLC 0.04% Add +25.6% 6,412 $2.3M
SevenBridge Financial Group, LLC 0.44% Add +21.5% 6,404 $2.3M
Great Lakes Retirement, Inc. 0.30% Add +1.9% 6,363 $2.3M
MFG Wealth Management, Inc. 2.11% — 6,363 $2.3M
Thompson Siegel & Walmsley LLC 0.04% Reduce -0.3% 6,327 $2.3M
Resources Management Corp. /CT/ 0.31% Reduce -4.1% 6,325 $2.3M
Coastline Trust Co 0.27% Reduce -1.4% 6,287 $2.3M
Good Life Advisors, LLC 0.17% Reduce -52.1% 6,279 $2.3M
Clark Capital Management Group, Inc. 0.02% Add +5.5% 6,269 $2.3M
FLC Capital Advisors 0.52% Reduce -14.1% 6,267 $2.3M
Avantax Planning Partners, Inc. 0.08% Reduce -3.6% 6,267 $2.3M
River Wealth Advisors LLC 0.30% Reduce -0.8% 6,253 $2.3M
Wolverine Asset Management LLC 0.17% Add +2131.8% 6,249 $2.3M
JT Stratford LLC 0.37% Reduce -26.3% 6,244 $2.3M
Ramirez Asset Management, Inc. 0.46% No change 6,238 $2.3M
Weatherly Asset Management L. P. 0.20% Add +0.4% 6,212 $2.3M
Haverford Trust Co 0.02% Reduce -0.6% 6,172 $2.2M
Checchi Capital Advisers, LLC 0.17% Add +0.7% 6,162 $2.2M
Wilson & Boucher Capital Management, LLC 1.58% Reduce -2.0% 6,156 $2.2M
Perkins Coie Trust Co 0.49% Reduce -3.3% 6,153 $2.2M
Ignite Planners, LLC 0.49% Reduce -15.2% 6,123 $2.2M
Martingale Asset Management L P 0.05% Reduce -28.4% 6,133 $2.2M
Essex Bank 0.55% Reduce -1.8% 6,129 $2.2M
Bragg Financial Advisors, Inc 0.09% Add +5.0% 6,122 $2.2M
Oak Asset Management, LLC 0.82% Reduce -0.4% 6,120 $2.2M
Cascade Investment Advisors, Inc. 1.42% Reduce -4.7% 6,115 $2.2M
WealthPlan Investment Management, LLC 0.22% Reduce -0.7% 6,100 $2.2M
Aaron Wealth Advisors LLC 0.26% Add +6.5% 6,096 $2.2M
Bartlett & Co. Wealth Management LLC 0.03% No change 6,092 $2.2M
Concord Asset Management, LLC 0.49% Reduce -4.3% 6,089 $2.2M
Gen-Wealth Partners Inc 0.95% Reduce -0.2% 6,089 $2.2M
Vantage Point Financial LLC 1.19% — 6,072 $2.2M
Moneco Advisors, LLC 0.23% Add +33.1% 6,068 $2.2M
Kentucky Trust Co 1.29% — 6,053 $2.2M
Syon Capital LLC 0.20% Reduce -2.4% 6,053 $2.2M
Biltmore Family Office, LLC 0.37% Reduce -1.2% 6,040 $2.2M
Osborne Partners Capital Management, LLC 0.13% No change 6,040 $2.2M
Certuity, LLC 0.24% Add +66.5% 6,036 $2.2M
Trust Point Inc. 0.15% Add +15.6% 6,033 $2.2M
Crown Oak Advisors, LLC 1.12% No change 6,000 $2.2M
HHM Wealth Advisors, LLC 0.30% Add +1.4% 5,981 $2.2M
Keudell/Morrison Wealth Management 0.56% Add +0.0% 5,973 $2.2M
Parkside Financial Bank & Trust 0.29% Add +2.5% 5,972 $2.2M
Leonteq Securities AG 0.21% Add +323.6% 5,951 $2.2M
Bridgeway Capital Management, LLC 0.05% No change 5,940 $2.2M
Greater Midwest Financial Group, LLC 1.36% Add +9.5% 5,935 $2.2M
Eagle Rock Investment Company, LLC 0.36% No change 5,925 $2.1M
Aljian Capital Management, LLC 0.47% Add +0.2% 5,921 $2.1M
Eisler Capital Management Ltd. 0.07% — 5,972 $2.1M
CNB Bank 1.00% Add +2.3% 5,921 $2.1M
Westwood Holdings Group Inc. 0.02% Add +1.0% 5,903 $2.1M
Pacific Wealth Strategies Group, Inc. 1.49% Add +1.1% 5,899 $2.1M
Shepherd Financial Partners LLC 0.26% Add +1.9% 5,894 $2.1M
Bahl & Gaynor LLC 0.01% Add +1.3% 5,880 $2.1M
PFG Investments, LLC 0.13% Add +11.6% 5,879 $2.1M
First National Bank Sioux Falls 0.90% No change 5,851 $2.1M
Convergence Investment Partners, LLC 0.47% Reduce -21.0% 5,828 $2.1M
Watershed Private Wealth LLC 0.82% Reduce -2.0% 5,825 $2.1M
Intellectus Partners, LLC 0.47% Add +1.6% 5,810 $2.1M
Cottage Street Advisors LLC 1.10% Add +1.0% 5,797 $2.1M
WD Rutherford LLC 1.00% Reduce -1.0% 5,795 $2.1M
Hager Investment Management Services, LLC 1.31% — 5,787 $2.1M
Bridges Investment Management Inc. 0.03% Reduce -1.9% 5,770 $2.1M
Victrix Investment Advisors 1.51% — 5,761 $2.1M
Camarda Financial Advisors, LLC 0.78% New 5,746 $2.1M
ARS Wealth Advisors Group, LLC 0.29% Add +0.1% 5,740 $2.1M
Investment House LLC 0.11% Reduce -0.9% 5,733 $2.1M
Strategic Advisors LLC 0.38% Add +14.6% 5,724 $2.1M
Beaton Management Co. Inc. 1.03% No change 5,653 $2.1M
Pinnacle Wealth Management Advisory Group, LLC 0.19% Add +14.2% 5,650 $2.0M
LGT Group Foundation 0.03% No change 5,650 $2.0M
Kentucky Retirement Systems Insurance Trust Fund 0.35% Add +57.0% 22,535 $2.0M
Cooper Financial Group 0.25% Add +2.3% 5,616 $2.0M
Clearbridge Investments, LLC 0.00% Reduce -0.0% 5,594 $2.0M
Corundum Group, Inc. 0.76% Add +70.6% 5,592 $2.0M
IronOak Wealth LLC. 2.26% — 5,565 $2.0M
AdvisorNet Financial, Inc 0.17% Reduce -9.3% 5,547 $2.0M
Huntleigh Advisors, Inc. 0.43% — 5,534 $2.0M
Advisors Management Group Inc. 0.47% Reduce -1.1% 5,533 $2.0M
Cornerstone Planning, LLC 0.76% — 5,505 $2.0M
Alaethes Wealth, LLC 0.71% Add +0.7% 5,502 $2.0M
Connecticut Wealth Management, LLC 0.10% Reduce -0.8% 5,455 $2.0M
True North Advisors, LLC 0.47% No change 5,455 $2.0M
Wealthspire Advisors, LLC 0.02% Reduce -0.2% 5,442 $2.0M
WBH Advisory Inc. 0.18% Reduce -1.3% 5,421 $2.0M
CFM Wealth Partners LLC 0.33% Reduce -2.4% 5,409 $2.0M
Y.D. More Investments Ltd 0.18% Reduce -0.5% 5,400 $2.0M
International Assets Investment Management, LLC 0.16% Reduce -0.4% 5,441 $2.0M
Nations Financial Group Inc, /Ia/ 0.14% Reduce -2.3% 5,366 $1.9M
IFG Advisory, LLC 0.11% New 5,358 $1.9M
Garde Capital, Inc. 0.13% Add +6.7% 5,356 $1.9M
Roman Butler Fullerton & Co. 0.62% Add +5.7% 4,915 $1.9M
Ingalls & Snyder LLC 0.08% Add +2.9% 5,345 $1.9M
Atlas Brown,Inc. 0.66% Add +0.1% 5,341 $1.9M
Patton Albertson Miller Group, LLC 0.26% No change 5,334 $1.9M
Accurate Wealth Management, LLC 0.37% Add +7.1% 5,478 $1.9M
Kovack Advisors, Inc. 0.19% Reduce -11.8% 5,294 $1.9M
Charles Schwab Trust Co 0.16% Reduce -0.3% 5,284 $1.9M
Eldridge Investment Advisors, Inc. 0.44% No change 5,263 $1.9M
E Fund Management Co., Ltd. 0.10% Add +52.2% 5,260 $1.9M
Meiji Yasuda Life Insurance Co 0.04% Reduce -10.8% 5,256 $1.9M
LGT Fund Management Co Ltd. 0.17% No change 5,249 $1.9M
Ostrum Asset Management 0.16% Add +92.4% 5,248 $1.9M
RD Lewis Holdings, Inc. 2.08% — 5,204 $1.9M
Norden Group LLC 0.21% Add +11.0% 5,213 $1.9M
Woodmont Investment Counsel LLC 0.14% Add +105.2% 5,208 $1.9M
West Oak Capital, LLC 1.00% Reduce -1.2% 5,202 $1.9M
Benedict Financial Advisors Inc. 0.46% Reduce -0.5% 5,193 $1.9M
Frank, Rimerman Advisors LLC 0.14% Reduce -54.8% 5,190 $1.9M
Cyndeo Wealth Partners, LLC 0.13% Add +0.2% 5,169 $1.9M
Centiva Capital, LP 0.07% Reduce -66.4% 5,163 $1.9M
Northern Financial Advisors Inc 1.50% Reduce -0.5% 5,160 $1.9M
IFC Advisors LLC 0.41% — 5,153 $1.9M
Exencial Wealth Advisors, LLC 0.07% Reduce -0.3% 5,127 $1.9M
Wealth Group, Ltd. 1.20% Add +10.6% 5,112 $1.9M
1 North Wealth Services LLC 0.79% — 5,110 $1.9M
Garrison Point Advisors, LLC 0.88% Reduce -0.9% 5,105 $1.9M
Csenge Advisory Group 0.10% Reduce -12.9% 5,090 $1.8M
Corps Capital Advisors, LLC 1.86% — 5,046 $1.8M
Beacon Investment Advisors LLC 0.86% Add +0.4% 5,045 $1.8M
Evelyn Partners Investment Management LLP 0.06% — 5,043 $1.8M
Sava Infond d.o.o. 0.32% — 5,040 $1.8M
Sunpointe, LLC 0.92% Add +489.6% 5,029 $1.8M
Institute for Wealth Management, LLC. 0.23% Add +1.6% 5,028 $1.8M
Capital Investment Advisory Services, LLC 0.18% Add +0.3% 5,024 $1.8M
Wolff Financial Management LLC 0.50% Reduce -0.2% 5,002 $1.8M
Cigna Investments Inc. 0.32% Reduce -0.6% 5,002 $1.8M
Cladis Investment Advisory, LLC 1.29% Reduce -5.7% 5,000 $1.8M
Advisory Alpha, LLC 0.06% Add +3.4% 4,990 $1.8M
Guardian Investment Management 1.29% Reduce -5.7% 4,987 $1.8M
L. Roy Papp & Associates, LLP 0.21% No change 4,982 $1.8M
Insigneo Advisory Services, LLC 0.19% Reduce -30.0% 4,977 $1.8M
Stratos Wealth Advisors, LLC 0.09% Reduce -2.8% 4,961 $1.8M
Milestone Asset Management, LLC 0.40% Add +41.5% 4,960 $1.8M
Opes Wealth Management LLC 0.37% Reduce -0.5% 4,956 $1.8M
Rockland Trust Co. 0.09% Add +6.7% 4,950 $1.8M
Hohimer Wealth Management, LLC 0.34% Add +3.8% 4,942 $1.8M
Applied Finance Capital Management, LLC 0.08% Reduce -4.9% 4,942 $1.8M
Princeton Capital Management LLC 0.55% Reduce -1.3% 4,939 $1.8M
High Falls Advisors, Inc 0.41% Add +1.3% 4,915 $1.8M
DHJJ Financial Advisors, Ltd. 0.69% No change 4,913 $1.8M
Dumont & Blake Investment Advisors LLC 0.48% Reduce -0.5% 4,909 $1.8M
Moody National Bank Trust Division 0.19% Reduce -5.7% 4,904 $1.8M
Pinnacle West Asset Management, Inc. 1.27% Reduce -0.1% 4,895 $1.8M
Stenger Family Office, LLC 0.60% — 4,876 $1.8M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.70% Reduce -2.2% 4,866 $1.8M
Diamant Asset Management, Inc. 1.13% No change 4,858 $1.8M
Harbor Group, Inc. 0.40% Reduce -2.0% 4,856 $1.8M
Smartleaf Asset Management LLC 0.18% Add +25.6% 4,847 $1.8M
CFC Planning Co LLC 1.88% — 4,841 $1.8M
Main Street Financial Solutions, LLC 0.17% Reduce -41.9% 4,836 $1.8M
OVERSEA-CHINESE BANKING Corp Ltd 0.05% Add +198.1% 4,803 $1.7M
BankPlus Trust Department 0.57% — 4,813 $1.7M
Woodard & Co. Asset Management Group Inc. 0.38% Add +4.0% 4,812 $1.7M
Curi Capital, LLC 0.04% Reduce -9.3% 4,804 $1.7M
Nwam LLC 0.11% Add +0.0% 4,804 $1.7M
Diligent Investors, LLC 0.40% Reduce -2.0% 4,800 $1.7M
Schechter Investment Advisors, LLC 0.13% Reduce -2.7% 4,789 $1.7M
Clarius Group, LLC 0.12% Add +6.4% 4,778 $1.7M
GPS Wealth Strategies Group, LLC 0.22% Reduce -9.6% 4,731 $1.7M
Wrapmanager Inc. 0.44% Add +4.7% 4,723 $1.7M
Mirabaud & Cie SA 0.55% Add +3.4% 4,706 $1.7M
Douglas Lane & Associates, LLC 0.02% Reduce -2.8% 4,697 $1.7M
Ossiam 0.03% Add +1133.7% 4,688 $1.7M
Tanglewood Legacy Advisors, LLC 0.73% No change 4,685 $1.7M
Catalyst Financial Partners LLC 0.32% Add +0.9% 4,664 $1.7M
Inman Jager Wealth Management, LLC 1.32% — 4,660 $1.7M
Donaldson Capital Management, LLC 0.06% Reduce -0.5% 4,646 $1.7M
Avidian Wealth Enterprises, LLC 0.08% Add +5.1% 4,645 $1.7M
Cornerstone Wealth Group, LLC 0.14% Add +1.9% 4,604 $1.7M
Flaharty Asset Management, LLC 0.24% Reduce -0.9% 4,597 $1.7M
Kerusso Capital Management LLC 1.06% Add +0.2% 4,595 $1.7M
Canopy Partners, LLC 0.63% Add +84.3% 4,581 $1.7M
WMS Partners, LLC 0.09% Add +47.6% 4,578 $1.7M
Farmers Trust Co. 0.31% Reduce -1.3% 4,576 $1.7M
Colonial Trust Co / SC 0.25% Add +41.2% 4,570 $1.7M
Portside Wealth Group, LLC 0.27% Add +19.5% 4,554 $1.7M
City State Bank 0.58% Add +15.6% 4,550 $1.7M
Emprise Bank 0.93% Reduce -3.6% 4,545 $1.6M
Betterment LLC 0.00% Reduce -0.2% 4,528 $1.6M
Venturi Wealth Management, LLC 0.08% Add +15.9% 4,517 $1.6M
Westhampton Capital, LLC 0.84% No change 4,510 $1.6M
Lindbrook Capital, LLC 0.15% Add +2.4% 4,510 $1.6M
SOL Capital Management CO 0.18% Reduce -10.2% 4,507 $1.6M
Evergreen Capital Management LLC 0.05% Add +9.6% 4,468 $1.6M
Norway Savings Bank 0.90% Reduce -0.3% 4,463 $1.6M
RKL Wealth Management LLC 0.14% Add +186.4% 4,460 $1.6M
Charter Research & Investment Group, Inc. 1.23% No change 4,450 $1.6M
Guerra Pan Advisors, LLC 1.17% Add +3.6% 4,447 $1.6M
RS Crum Inc. 0.40% No change 4,430 $1.6M
Larson Financial Group LLC 0.08% Add +2.2% 4,430 $1.6M
Journey Advisory Group, LLC 0.19% No change 4,806 $1.6M
UNIVEST FINANCIAL Corp 0.10% Reduce -3.0% 4,398 $1.6M
NFSG Corp 0.41% Add +13.7% 4,391 $1.6M
Am Investment Strategies LLC 0.39% No change 4,384 $1.6M
Blue Chip Partners, LLC 0.14% Reduce -0.3% 4,382 $1.6M
Total Clarity Wealth Management, Inc. 0.52% Add +0.6% 4,373 $1.6M
Stonehage Fleming Financial Services Holdings Ltd 0.04% No change 4,371 $1.6M
Oak Harvest Investment Services 0.22% Add +2.7% 4,355 $1.6M
Flagship Harbor Advisors, LLC 0.08% Reduce -12.4% 4,352 $1.6M
Confluence Wealth Services, Inc. 0.10% Reduce -3.9% 3,883 $1.6M
Iron Gate Global Advisors LLC 0.22% Add +30.0% 4,338 $1.6M
Signal Advisors Wealth, LLC 0.18% Reduce -3.9% 4,334 $1.6M
Courier Capital LLC 0.11% Reduce -15.1% 4,334 $1.6M
Amarillo National Bank 0.29% No change 4,334 $1.6M
First Manhattan Co. Llc. 0.00% Add +3.9% 4,328 $1.6M
Widmann Financial Services, Inc. 1.21% Reduce -2.1% 4,326 $1.6M
Freedom Investment Management, Inc. 0.13% Add +10.3% 4,312 $1.6M
XML Financial, LLC 0.14% Add +7.7% 4,301 $1.6M
Sit Investment Associates Inc. 0.04% No change 4,300 $1.6M
WASHINGTON TRUST Co 0.06% Reduce -0.1% 4,295 $1.6M
EverSource Wealth Advisors, LLC 0.09% Add +11.9% 4,294 $1.6M
Cobblestone Capital Advisors LLC 0.08% No change 4,286 $1.6M
Optimum Investment Advisors 0.69% Reduce -2.8% 4,283 $1.6M
Worldquant Millennium Advisors LLC 0.01% Add +19.6% 4,272 $1.5M
Wilkins Investment Counsel Inc. 0.22% Add +36.9% 4,270 $1.5M
Strategic Investment Advisors / MI 0.16% Reduce -3.5% 4,264 $1.5M
Motiv8 Investments LLC 1.08% Reduce -9.3% 4,262 $1.5M
Affinity Investment Advisors, LLC 1.29% Reduce -34.8% 4,253 $1.5M
Cardiff Park Advisors, LLC 0.15% Add +0.3% 4,250 $1.5M
Allen Capital Group, LLC 0.19% Add +0.6% 4,247 $1.5M
Westover Capital Advisors, LLC 0.34% No change 4,246 $1.5M
Myriad Asset Management US LP 1.03% — 4,243 $1.5M
Midland Wealth Advisors, LLC 0.09% Reduce -57.0% 4,240 $1.5M
Wealthspan Partners, LLC 0.73% Reduce -0.0% 4,236 $1.5M
Werlinich Asset Management, LLC 0.89% No change 4,217 $1.5M
Fiducient Advisors LLC 0.19% New 4,216 $1.5M
Sterling Capital Management LLC 0.02% Reduce -75.3% 4,216 $1.5M
Solstein Capital, LLC 0.86% No change 4,214 $1.5M
Burke & Herbert Bank & Trust Co. 0.36% Add +0.3% 4,200 $1.5M
Aureus Asset Management, LLC 0.10% No change 4,178 $1.5M
Acorn Wealth Advisors, LLC 0.62% Add +0.2% 4,166 $1.5M
Transamerica Financial Advisors, LLC 0.15% Reduce -5.5% 4,164 $1.5M
BBR Partners, LLC 0.11% Add +0.7% 4,162 $1.5M
Wealth Architects, LLC 0.17% Add +17.9% 4,139 $1.5M
Byrne Asset Management LLC 1.22% Reduce -0.8% 4,135 $1.5M
Wealth Alliance Advisory Group, LLC 0.32% Reduce -2.3% 4,132 $1.5M
Lantz Financial LLC 0.40% Reduce -2.2% 4,121 $1.5M
Birch Hill Investment Advisors LLC 0.07% Add +1.9% 4,119 $1.5M
Mainstay Capital Management LLC 0.23% Add +4.8% 4,116 $1.5M
Retirement Guys Formula LLC 0.75% Add +1.2% 4,108 $1.5M
Smithfield Trust Co 0.07% No change 4,112 $1.5M
Tower Bridge Advisors 0.16% Add +0.9% 4,093 $1.5M
Hardy Reed LLC 0.13% No change 4,093 $1.5M
KMG Fiduciary Partners, LLC 0.12% Reduce -60.7% 4,090 $1.5M
Cornercap Investment Counsel Inc. 0.48% Reduce -8.5% 4,089 $1.5M
Cornerstone Wealth Management, LLC 0.10% Add +4.6% 4,082 $1.5M
First Citizens Bank & Trust Co. 0.03% Reduce -6.6% 4,061 $1.5M
Crawford Investment Counsel Inc. 0.03% Reduce -11.6% 4,044 $1.5M
Savvy Advisors, Inc. 0.18% Reduce -1.6% 4,040 $1.5M
Evernest Financial Advisors, LLC 0.38% Add +8.2% 4,034 $1.5M
ZWJ Investment Counsel Inc. 0.06% Add +0.2% 4,034 $1.5M
CoreCap Advisors, LLC 0.07% Reduce -8.4% 4,021 $1.5M
Security National Bank 0.21% Add +0.8% 4,014 $1.5M
Everhart Financial Group, Inc. 0.30% Add +4.0% 4,012 $1.5M
Spreng Capital Management, Inc. 0.65% Reduce -0.8% 4,010 $1.5M
Viking Fund Management LLC 0.23% No change 4,000 $1.5M
Delta Investment Management, LLC 0.28% Add +0.0% 3,999 $1.5M
IVC Wealth Advisors LLC 0.81% Reduce -8.7% 3,985 $1.4M
Legacy Capital Group California, Inc. 0.44% Reduce -24.8% 3,981 $1.4M
Allen Wealth Management, LLC 1.03% Reduce -15.7% 3,980 $1.4M
Pitcairn Co. 0.09% Add +0.4% 3,977 $1.4M
Xcel Wealth Management, LLC 0.40% Add +0.0% 3,970 $1.4M
K.J. Harrison & Partners Inc 0.23% No change 4,000 $1.4M
Chilton Capital Management LLC 0.06% Reduce -14.6% 3,966 $1.4M
Counterweight Ventures, LLC 1.02% Add +0.9% 3,966 $1.4M
Hilltop Holdings Inc. 0.09% Reduce -0.5% 3,964 $1.4M
Advisor OS, LLC 0.17% Add +14.2% 3,962 $1.4M
Everett Harris & Co. 0.02% Add +4.0% 3,957 $1.4M
Berkshire Asset Management LLC 0.07% Reduce -1.4% 3,513 $1.4M
Mayflower Financial Advisors, LLC 0.21% Reduce -0.5% 3,946 $1.4M
CRA Financial Services, LLC 0.25% Reduce -7.7% 3,940 $1.4M
Granite Investment Partners, LLC 0.06% No change 3,929 $1.4M
Patten & Patten Inc. 0.09% Add +2.6% 3,924 $1.4M
Fire Capital Management LLC 1.06% — 3,921 $1.4M
Elevate Wealth Advisory, Inc. 1.06% Reduce -0.9% 3,913 $1.4M
InTrack Investment Management Inc 0.99% Add +65.1% 3,808 $1.4M
Bank & Trust Co 1.19% Reduce -0.1% 3,900 $1.4M
Berger Financial Group, Inc 0.10% Add +1.1% 3,891 $1.4M
Fort Sheridan Advisors LLC 0.21% Reduce -4.9% 3,886 $1.4M
Northwest Quadrant Wealth Management, LLC 0.32% Add +2.8% 3,867 $1.4M
Cim Investment Management Inc. 0.41% Reduce -0.2% 3,841 $1.4M
LRI Investments, LLC 0.13% Reduce -0.3% 3,841 $1.4M
Davis R M Inc. 0.03% Add +6.6% 3,838 $1.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.11% Add +3.2% 3,836 $1.4M
ZEGA Investments, LLC 0.41% — 3,411 $1.4M
Montis Financial, LLC 0.43% Add +12.4% 3,818 $1.4M
Rossmore Private Capital 0.17% Add +22.3% 3,816 $1.4M
180 Wealth Advisors, LLC 0.22% Add +0.9% 3,808 $1.4M
Point Windward Advisors Inc. 0.52% Reduce -10.6% 3,800 $1.4M
HCR Wealth Advisors 0.17% No change 3,793 $1.4M
World Equity Group, Inc. 0.29% Reduce -7.8% 3,793 $1.4M
Creegan & Nassoura Financial Group, LLC 0.92% No change 3,780 $1.4M
Copley Financial Group, Inc. 1.05% Add +84.7% 3,777 $1.4M
Roxbury Financial LLC 1.31% — 3,346 $1.4M
Patrick M Sweeney & Associates, Inc. 1.02% Reduce -0.4% 3,744 $1.4M
Nicolet Advisory Services, LLC 0.12% Reduce -0.6% 3,867 $1.4M
AA Financial Advisors, LLC 0.36% Add +4.0% 3,740 $1.4M
Bluespring Wealth Management, LLC 0.14% Add +0.0% 3,727 $1.4M
Burford Brothers, Inc. 0.66% Add +0.5% 3,713 $1.3M
Sunbelt Securities, Inc. 0.12% Add +1.1% 3,708 $1.3M
First Citizens Financial Corp 0.73% Reduce -1.5% 3,701 $1.3M
Missouri Trust & Investment Co 0.47% No change 3,689 $1.3M
Cypress Capital Group 0.16% Reduce -19.4% 3,684 $1.3M
Probity Advisors, Inc. 0.26% Reduce -11.8% 3,679 $1.3M
Journey Strategic Wealth LLC 0.05% Reduce -3.0% 3,667 $1.3M
Souders Financial Advisors 0.19% Reduce -6.1% 3,667 $1.3M
Loomis Sayles & Co. L P 0.00% Reduce -4.9% 3,665 $1.3M
Quad-Cities Investment Group, LLC 0.65% Add +0.1% 3,665 $1.3M
Texas Yale Capital Corp. 0.05% Add +4.1% 3,664 $1.3M
Gateway Wealth Partners, LLC 0.34% Reduce -3.8% 3,662 $1.3M
Founders Financial Securities LLC 0.12% Add +1.8% 3,660 $1.3M
Magnus Financial Group LLC 0.13% Add +15.7% 3,652 $1.3M
Cherokee Insurance Co 0.60% — 3,650 $1.3M
Silverlake Wealth Management LLC 0.51% Reduce -2.6% 3,643 $1.3M
Circle Wealth Management, LLC 0.03% No change 3,641 $1.3M
Rodgers Brothers Inc. 0.17% No change 3,640 $1.3M
PFC Capital Group, Inc. 0.64% No change 3,635 $1.3M
Marble Harbor Investment Counsel, LLC 0.15% Reduce -1.1% 3,632 $1.3M
McGlone Suttner Wealth Management, Inc. 0.22% Reduce -0.5% 3,627 $1.3M
Transcend Capital Advisors, LLC 0.10% Add +7.7% 3,627 $1.3M
Richards, Merrill & Peterson, Inc. 0.69% — 3,626 $1.3M
Southeast Asset Advisors, LLC 0.16% Reduce -12.8% 3,622 $1.3M
Belpointe Asset Management LLC 0.08% Add +23.0% 3,682 $1.3M
Rehmann Capital Advisory Group 0.08% Reduce -2.1% 3,613 $1.3M
Ascentis Independent Advisors 0.25% Reduce -17.3% 3,611 $1.3M
Promethium Advisors,llc 0.90% Reduce -0.7% 3,606 $1.3M
GMO 0.00% Reduce -1.9% 3,602 $1.3M
Paradigm Asset Management Co. LLC 0.36% Add +9.1% 3,600 $1.3M
SBI Securities Co., Ltd. 0.04% — 3,595 $1.3M
Gilbert & Cook, Inc. 0.18% Add +0.5% 3,590 $1.3M
Thomasville National Bank 0.09% Reduce -0.1% 3,587 $1.3M
Clark & Stuart, Inc 0.95% — 3,584 $1.3M
Live Oak Private Wealth LLC 0.22% Reduce -2.1% 3,555 $1.3M
Astoria Portfolio Advisors LLC. 0.46% Add +13.1% 3,468 $1.3M
Avestar Capital, LLC 0.12% Add +10.5% 3,551 $1.3M
Boston Research & Management Inc. 0.31% No change 3,542 $1.3M
Strategic Blueprint, LLC 0.08% Reduce -0.3% 3,534 $1.3M
Performance Wealth Partners, LLC 0.04% Reduce -0.6% 3,526 $1.3M
SS&H Financial Advisors, Inc. 0.47% No change 3,525 $1.3M
Ameriflex Group, Inc. 0.59% — 3,443 $1.3M
Pathway Financial Advisors LLC 0.29% No change 3,523 $1.3M
HUB Investment Partners, LLC 0.05% Add +5.0% 3,512 $1.3M
1900 Wealth Management LLC 0.11% Add +0.1% 3,511 $1.3M
CI Investments Inc. 0.00% Add +76.5% 3,504 $1.3M
Sequent Asset Management, LLC 0.62% No change 3,498 $1.3M
J. W. Coons Advisors, LLC 0.32% Reduce -2.8% 3,480 $1.3M
Quintet Private Bank (Europe) S.A. 0.07% Reduce -2.0% 3,480 $1.3M
Vanguard Capital Wealth Advisors 1.38% Add +0.1% 3,470 $1.3M
Hazlett, Burt & Watson, Inc. 0.56% Add +9.5% 3,460 $1.3M
Savoie Capital LLC 0.15% No change 3,465 $1.3M
KG Capital Management 0.40% Reduce -2.8% 3,484 $1.3M
Lantern Wealth Advisors, LLC 0.81% Add +0.6% 3,430 $1.2M
Nvwm, LLC 0.31% Add +24.8% 3,429 $1.2M
Investment Partners, LTD. 0.51% Add +0.1% 3,425 $1.2M
Fulton Bank, N.A. 0.05% Add +93.9% 3,414 $1.2M
Edge Capital Group, LLC 0.06% Add +5.8% 3,410 $1.2M
Security Financial Services, INC. 0.25% Add +2.2% 3,408 $1.2M
Steigerwald, Gordon & Koch Inc. 0.14% Reduce -3.4% 3,407 $1.2M
Bath Savings Trust Co 0.13% Add +1.6% 3,402 $1.2M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.05% New 3,400 $1.2M
Total Investment Management Inc. 0.17% Add +64.6% 3,395 $1.2M
Alexander Labrunerie & Co., Inc. 0.55% Add +0.4% 3,378 $1.2M
Allegheny Financial Group 0.32% Reduce -1.1% 3,375 $1.2M
Alexis Investment Partners, LLC 0.60% — 3,370 $1.2M
Stratos Investment Management, LLC 0.07% Reduce -6.0% 3,361 $1.2M
Howard Capital Management, LLC 0.02% Add +4.9% 3,356 $1.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Add +5.1% 3,354 $1.2M
Cynosure Group, LLC 0.18% Reduce -16.0% 3,352 $1.2M
Mendel Money Management 0.54% Add +12.7% 3,337 $1.2M
1858 Wealth Management, LLC 0.96% Add +12.3% 3,335 $1.2M
Prosperity Consulting Group, LLC 0.09% Add +3.9% 3,335 $1.2M
GKV Capital Management Co., Inc. 0.49% — 3,330 $1.2M
Valmark Advisers, Inc. 0.02% Add +1.7% 3,327 $1.2M
Golden State Wealth Management, LLC 0.18% — 3,326 $1.2M
GeoWealth Management, LLC 0.04% Add +6.1% 3,323 $1.2M
King Wealth Management Group 0.18% Add +2.7% 3,318 $1.2M
Trustmark Bank Trust Department 0.09% Reduce -10.3% 3,317 $1.2M
Lakewood Asset Management LLC 0.83% Reduce -0.9% 3,304 $1.2M
Boston Family Office LLC 0.08% Reduce -26.7% 3,301 $1.2M
CORDA Investment Management, LLC. 0.10% Reduce -0.4% 3,299 $1.2M
Saxon Interests, Inc. 0.53% Add +3.3% 3,291 $1.2M
Gsa Capital Partners LLP 0.09% New 3,288 $1.2M
Nicolet Bankshares Inc. 0.23% No change 3,284 $1.2M
Orca Wealth Management, LLC 1.07% — 3,280 $1.2M
Aspire Private Capital, LLC 0.29% Add +1.2% 3,266 $1.2M
ABN AMRO Bank N.V. 0.02% Add +12.6% 3,302 $1.2M
Tiemann Investment Advisors, LLC 0.53% Reduce -1.4% 3,264 $1.2M
Fairview Capital Investment Management, LLC 0.06% Reduce -4.1% 3,260 $1.2M
First Heartland Consultants, Inc. 0.12% Reduce -2.4% 3,258 $1.2M
Premier Path Wealth Partners, LLC 0.18% Add +17.8% 3,252 $1.2M
CMG Global Holdings, LLC 0.65% Reduce -0.2% 2,963 $1.2M
LexAurum Advisors, LLC 0.24% Add +0.4% 3,247 $1.2M
JFS Wealth Advisors, LLC 0.08% Add +0.1% 3,246 $1.2M
Evoke Wealth, LLC 0.03% Add +31.2% 3,243 $1.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.17% Reduce -0.6% 3,240 $1.2M
Montecito Bank & Trust 0.20% No change 3,235 $1.2M
Brucke Financial, Inc. 1.01% — 3,158 $1.2M
Auxier Asset Management LLC 0.18% No change 3,230 $1.2M
Keynote Financial Services LLC 0.90% Reduce -4.5% 3,219 $1.2M
GWN Securities Inc. 0.31% — 2,856 $1.2M
Provenance Wealth Advisors, LLC 0.15% No change 3,196 $1.2M
Raleigh Capital Management Inc. 0.45% Reduce -8.6% 3,191 $1.2M
Telos Capital Management, Inc. 0.12% Reduce -5.9% 3,171 $1.2M
Taurus Asset Management, LLC 0.11% No change 3,158 $1.1M
SignalPoint Asset Management, LLC 0.28% Reduce -0.1% 3,154 $1.1M
Arrowroot Family Office, LLC 0.59% New 3,148 $1.1M
Well Done, LLC 0.21% No change 2,915 $1.1M
Menard Financial Group LLC 0.68% Add +0.3% 3,142 $1.1M
High Net Worth Advisory Group LLC 0.32% Reduce -19.6% 3,138 $1.1M
DMC Group, LLC 0.93% Reduce -7.1% 3,136 $1.1M
Legacy Advisors, LLC 0.11% No change 3,115 $1.1M
Rooted Wealth Advisors, Inc. 0.44% Reduce -2.6% 3,110 $1.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -0.2% 2,854 $1.1M
Traphagen Investment Advisors LLC 0.11% Reduce -3.9% 3,104 $1.1M
Benin Management CORP 0.31% No change 3,097 $1.1M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.65% Reduce -21.7% 3,082 $1.1M
Agf Management Ltd. 0.01% Reduce -23.1% 3,074 $1.1M
Titleist Asset Management, LLC 0.13% Add +20.0% 3,062 $1.1M
Monograph Wealth Advisors, LLC 0.15% Reduce -3.2% 3,055 $1.1M
Nicholas Wealth, LLC. 0.60% Add +24.0% 3,056 $1.1M
Gleason Group, Inc. 0.19% Reduce -2.2% 3,053 $1.1M
Trek Financial, LLC 0.08% Add +29.6% 3,044 $1.1M
First County Bank 0.61% Reduce -28.2% 3,025 $1.1M
Gray Wealth Management Inc. 0.42% Reduce -1.9% 3,024 $1.1M
Vermillion Wealth Management, Inc. 0.56% — 3,012 $1.1M
Uncommon Cents Investing LLC 0.33% Reduce -2.1% 3,010 $1.1M
Wealth Management Partners, LLC 0.47% Reduce -11.3% 3,007 $1.1M
Founders Financial Alliance, LLC 0.30% Reduce -1.1% 3,002 $1.1M
Supplemental Annuity Collective Trust of NJ 0.32% No change 3,000 $1.1M
Birinyi Associates Inc. 0.30% No change 3,000 $1.1M
Martel Wealth Advisors LLC 0.21% New 3,000 $1.1M
Van Strum & Towne Inc. 0.38% Add +13.2% 2,995 $1.1M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 1.06% — 2,981 $1.1M
Morse Asset Management, Inc 0.25% No change 2,979 $1.1M
Wealth Quarterback LLC 0.51% Add +0.6% 2,978 $1.1M
Rogco, LP 0.44% Reduce -2.6% 2,978 $1.1M
Capital Advisors Inc. 0.02% Add +2.2% 2,973 $1.1M
Aspen Investment Management Inc 0.50% Reduce -3.6% 2,966 $1.1M
Ancora Advisors LLC 0.02% Add +0.7% 2,962 $1.1M
Wealth Effects LLC 0.38% Add +9.8% 2,961 $1.1M
Compass Ion Advisors, LLC 0.13% Reduce -0.9% 2,961 $1.1M
First Hawaiian Bank 0.04% Add +103.3% 2,960 $1.1M
Sawgrass Asset Management LLC 0.12% No change 2,953 $1.1M
Heartland Bank & Trust Co 0.58% Add +7.5% 2,952 $1.1M
Regal Investment Advisors LLC 0.08% Reduce -6.0% 2,952 $1.1M
TD Private Client Wealth LLC 0.03% Reduce -1.7% 2,951 $1.1M
Virtus Advisers, LLC 0.44% Add +16.8% 2,950 $1.1M
Financial Management Network Inc. 0.22% Add +0.1% 2,941 $1.1M
RDA Financial Network 0.31% Add +5.7% 2,947 $1.1M
Lion Street Advisors, LLC 0.34% Reduce -1.7% 2,944 $1.1M
Harfst & Associates, Inc. 0.22% No change 2,941 $1.1M
RiverFront Investment Group, LLC 0.02% Reduce -9.6% 2,929 $1.1M
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.65% — 2,928 $1.1M
US Asset Management LLC 0.95% Reduce -2.8% 2,928 $1.1M
Ironwood Investment Counsel, LLC 0.18% Add +1.5% 2,924 $1.1M
Claris Advisors, LLC / Mo / 0.40% Add +15.7% 2,922 $1.1M
Nabity-Jensen Investment Management Inc 0.80% Add +2.1% 2,918 $1.1M
Linscomb Wealth, Inc. 0.05% New 2,913 $1.1M
SouthState Bank Corp 0.07% No change 2,910 $1.1M
Peoples Financial Services Corp. 0.49% Reduce -0.3% 2,908 $1.1M
Heartwood Wealth Advisors LLC 0.12% No change 2,904 $1.1M
Washburn Capital Management, Inc. 0.65% Add +5.0% 2,899 $1.1M
Abacus Planning Group, Inc. 0.18% Add +1.0% 2,897 $1.1M
Financial Engines Advisors L.L.C. 0.00% Add +189.6% 2,884 $1.0M
Stiles Financial Services Inc 0.38% Add +5.3% 2,880 $1.0M
Tudor Financial Inc. 0.61% Add +31.8% 2,878 $1.0M
Covenant Asset Management, LLC 0.23% Reduce -0.7% 2,875 $1.0M
Brooklyn Investment Group 0.31% Add +3.1% 2,872 $1.0M
Mechanics Financial Corp 0.47% Reduce -5.6% 2,861 $1.0M
RFP Financial Group LLC 0.40% Reduce -50.0% 2,857 $1.0M
Capstone Financial Advisors, Inc. 0.06% Reduce -3.7% 2,856 $1.0M
Chancellor Financial Group WB LP 0.83% — 2,855 $1.0M
Denali Advisors LLC 0.11% Reduce -2.1% 2,852 $1.0M
Drive Wealth Management, LLC 0.25% Add +0.8% 2,852 $1.0M
BSW Wealth Partners 0.15% Add +40.1% 2,842 $1.0M
Texas Capital Bancshares Inc 0.41% No change 2,833 $1.0M
Farmers National Bank 0.30% — 2,828 $1.0M
Ballast, Inc. 0.29% No change 2,828 $1.0M
Pinnacle Wealth Planning Services, Inc. 0.15% Reduce -17.9% 2,825 $1.0M
Guardian Wealth Advisors, LLC / NC 0.08% Add +39.4% 2,816 $1.0M
Prosperitas Financial LLC 0.52% Reduce -0.0% 2,810 $1.0M
Legacy Wealth Asset Management, LLC 0.28% Reduce -4.7% 2,802 $1.0M
Cypress Asset Management Inc. 0.25% Reduce -3.5% 2,662 $1.0M
Peavine Capital, LLC 0.26% No change 2,800 $1.0M
Patriot Investment Management Group, Inc. 0.08% Add +0.3% 2,790 $1.0M
Hall Laurie J Trustee 0.33% Reduce -15.2% 2,780 $1.0M
KLCM Advisors, Inc. 0.12% Reduce -11.7% 2,777 $1.0M
Creekside Partners 0.52% Add +0.1% 2,776 $1.0M
Harvest Fund Management Co., Ltd 0.05% Add +67.3% 2,769 $1.0M
Sittner & Nelson, LLC 0.43% Add +0.1% 2,765 $1.0M
Marshall Wace, LLP 0.00% Reduce -95.6% 2,760 $1.0M
Toth Financial Advisory Corp. 0.12% Reduce -2.2% 2,755 $1000K
Verus Capital Partners, LLC 0.10% Reduce -0.1% 2,752 $998K
Trace Wealth Advisors, LLC 0.89% — 2,750 $998K
Clarus Wealth Advisors 0.50% Reduce -9.0% 2,751 $997K
Abc Arbitrage SA 0.14% — 2,747 $997K
Key Financial Inc 0.23% Reduce -0.6% 2,738 $993K
Edgestream Partners, L.P. 0.04% Reduce -35.2% 2,732 $991K
Joel Isaacson & Co., LLC 0.04% Add +0.0% 2,728 $990K
TRUE Private Wealth Advisors 0.12% Add +0.1% 2,727 $989K
Washington Trust Advisors, Inc. 0.08% Reduce -1.6% 2,726 $989K
Synergy Asset Management, LLC 0.08% New 2,746 $988K
Kennebec Savings Bank 0.99% Reduce -3.1% 2,725 $988K
Somerville Kurt F 0.17% No change 2,715 $985K
Cadent Capital Advisors, LLC 0.34% Reduce -1.2% 2,715 $985K
Ted Buchan & Co 0.46% Add +7.3% 2,711 $983K
Keel Point, LLC 0.08% Add +3.6% 2,711 $983K
Puzo Michael J 0.27% No change 2,710 $983K
Means Investment Co., Inc. 0.10% Reduce -12.1% 2,709 $983K
Peoples Bank 0.68% Add +79.6% 2,708 $982K
Catalina Capital Group, LLC 0.32% Add +0.4% 2,702 $980K
Ballast Advisors LLC 0.30% No change 2,701 $980K
Phoenix Financial Ltd. 0.01% Add +28.3% 2,701 $980K
WESCAP Management Group, Inc. 0.24% Add +68.8% 2,700 $979K
Waycross Partners, LLC 0.13% No change 2,700 $979K
Tradition Wealth Management, LLC 0.09% Add +8.8% 2,696 $978K
Eagle Bluffs Wealth Management LLC 0.52% No change 2,694 $977K
Carnegie Investment Counsel 0.03% Add +0.5% 2,689 $975K
Avior Wealth Management, LLC 0.04% Reduce -4.0% 2,681 $973K
Richwood Investment Advisors, LLC 0.81% Add +7.4% 2,670 $969K
Capital Planning Advisors, LLC 0.15% Add +0.1% 2,668 $968K
Hickory Point Bank & Trust 0.85% — 2,655 $963K
Sompo Asset Management Co., Ltd. 0.16% No change 2,650 $961K
L.M. Kohn & Company 0.25% Reduce -0.3% 2,649 $961K
FWG Holdings, LLC 0.46% Add +9.0% 2,655 $960K
Orange Investment Advisors, Inc. 0.11% Add +1.3% 2,644 $959K
Klingenstein Fields & Co. LP 0.04% No change 2,643 $959K
Miller Financial Services LLC 0.81% — 2,642 $958K
Ullmann Wealth Partners Group, LLC 0.12% Add +32.5% 2,641 $958K
Winebrenner Capital Management LLC 0.74% — 2,640 $958K
Compass Capital Corp. /Ma/ 0.37% — 2,594 $957K
Vectors Research Management, LLC 0.33% Reduce -11.2% 2,638 $957K
Yoffe Investment Management, LLC 1.42% — 2,637 $957K
First Command Advisory Services, Inc. 0.01% Reduce -4.3% 2,631 $954K
Sage Mountain Advisors LLC 0.07% Add +8.7% 2,631 $954K
Redwood Wealth Management Group, LLC 0.46% Reduce -0.7% 2,621 $951K
Brown, Lisle/Cummings, Inc. 0.28% Add +5.0% 2,615 $949K
Woodward Diversified Capital, LLC 0.70% Reduce -38.9% 2,614 $948K
Visionary Wealth Advisors 0.06% Reduce -3.0% 2,612 $948K
Harbor Investment Advisory, LLC 0.09% Add +0.0% 2,608 $946K
KKM Financial LLC 0.39% Add +38.6% 2,609 $946K
Quadrant Private Wealth Management, LLC 0.23% Add +0.7% 2,602 $944K
Northstar Group, Inc. 0.16% No change 2,586 $938K
Westmount Partners, LLC 0.28% Add +0.1% 2,585 $938K
Marcum Wealth, LLC 0.08% Reduce -2.5% 2,584 $937K
WealthTrust Asset Management, LLC 0.67% Reduce -4.3% 2,581 $936K
Quantbot Technologies LP 0.03% New 2,572 $933K
Heritage Wealth Advisors 0.05% Add +0.1% 2,570 $932K
Hancock Whitney Corp. 0.03% Reduce -1.7% 2,568 $932K
Chesapeake Wealth Management 0.32% Add +3.5% 2,567 $931K
Atwood & Palmer Inc. 0.06% Reduce -23.2% 2,565 $930K
BOS Asset Management, LLC 0.33% No change 2,563 $930K
FUKOKU MUTUAL LIFE INSURANCE Co 0.07% Add +30.0% 2,554 $926K
Palumbo Wealth Management LLC 0.35% Reduce -0.1% 2,554 $926K
LVM Capital Management Ltd. 0.10% Add +26.0% 2,552 $926K
White Lighthouse Investment Management Inc. 0.16% Reduce -0.8% 2,551 $925K
Cortland Associates Inc. 0.11% Add +0.1% 2,546 $924K
Heck Capital Advisors, LLC 0.11% Add +0.0% 2,547 $924K
Argus Investors' Counsel, Inc. 0.62% Reduce -19.1% 2,545 $923K
Disciplined Equity Management, Inc. 0.60% No change 2,540 $921K
Veracity Capital LLC 0.33% Add +4.5% 2,536 $920K
Fortem Financial Group, LLC 0.36% No change 2,535 $920K
Wealth Watch Advisors, INC 0.57% — 2,539 $918K
Orrstown Financial Services Inc. 0.24% Reduce -11.6% 2,517 $913K
Prestige Wealth Management Group LLC 0.19% Add +3.6% 2,513 $912K
Pine Haven Investment Counsel, Inc 0.75% Reduce -4.9% 2,511 $911K
Burns J W & Co. Inc. 0.12% No change 2,505 $909K
Hilltop National Bank 0.27% Reduce -5.4% 2,502 $908K
Slocum, Gordon & Co LLP 0.75% Add +400.0% 2,500 $907K
Monetta Financial Services Inc. 0.73% No change 2,500 $907K
Sippican Capital Advisors 0.66% No change 2,500 $907K
Kercheville Advisors, LLC 0.35% No change 2,500 $907K
First Foundation Advisors 0.03% Reduce -16.3% 2,499 $907K
Measured Wealth Private Client Group, LLC 0.29% Reduce -0.8% 2,492 $904K
Stableford Capital II LLC 0.36% Reduce -1.8% 2,477 $899K
Quotient Wealth Partners, LLC 0.03% Add +17.2% 2,473 $897K
PSI Advisors, LLC 0.27% Add +5.8% 2,473 $897K
Aspiriant, LLC 0.03% Reduce -2.1% 2,468 $895K
RE Dickinson Investment Advisors, LLC 0.76% No change 2,467 $895K
Diversify Advisory Services, LLC 0.05% Reduce -14.7% 2,543 $893K
Plancorp, LLC 0.04% Add +26.4% 2,455 $891K
Seelaus Asset Management LLC 0.83% No change 2,453 $890K
Beverly Hills Private Wealth, LLC 0.18% Add +0.4% 2,450 $889K
Ascentis Wealth Management, LLC 0.31% Add +11.8% 2,445 $887K
Trillium Asset Management, LLC 0.02% Add +0.4% 2,444 $887K
Arbor Wealth Advisors LLC 0.79% Add +4.3% 2,437 $884K
Edmond DE Rothschild Holding S.A. 0.02% Reduce -23.8% 2,437 $884K
Armstrong Advisory Group, Inc. 0.07% No change 2,436 $884K
CVA Family Office, LLC 0.14% Add +2.4% 2,429 $881K
Evermay Wealth Management LLC 0.13% Add +42.7% 2,428 $881K
Generali Investments, Management Co LLC 0.23% — 2,427 $880K
Accredited Wealth Management, LLC 0.77% — 2,422 $879K
Curated Wealth Partners LLC 0.10% Reduce -13.6% 2,418 $877K
Camden National Bank 0.13% Add +56.3% 2,416 $876K
Cahill Financial Advisors Inc. 0.12% Reduce -5.8% 2,416 $876K
Baring Financial LLC 0.78% — 2,406 $873K
China Universal Asset Management Co., Ltd. 0.08% Add +36.6% 2,401 $871K
Realta Investment Advisors 0.36% Reduce -1.7% 2,388 $869K
Wimmer Associates 1, LLC 0.43% No change 2,385 $865K
Chicago Partners Investment Group LLC 0.03% Add +13.1% 2,389 $863K
Mechanics Bank Trust Department 0.11% Add +3.5% 2,373 $861K
Capital Advantage, Inc. 0.16% New 2,371 $860K
PDS Planning, Inc 0.08% Reduce -1.3% 2,370 $860K
Greenwich Wealth Management LLC 0.06% Reduce -1.9% 2,366 $858K
Washington Trust Bank 0.08% No change 2,349 $852K
Windsor Capital Management, LLC 0.25% Reduce -4.4% 2,345 $851K
Addison Capital Co 0.34% Add +0.0% 2,345 $851K
E&G Advisors, LLC 0.23% Reduce -4.1% 2,342 $850K
Garner Asset Management Corp 0.39% Add +2.6% 2,337 $848K
REDW Wealth LLC 0.29% Add +26.7% 2,337 $848K
RNC Capital Management LLC 0.05% Reduce -1.7% 2,332 $846K
West Michigan Advisors, LLC 0.26% Add +15.9% 2,330 $845K
Cidel Asset Management Inc. 0.06% Reduce -5.8% 2,329 $845K
Sound Financial Strategies Group, LLC 0.70% Add +12.7% 2,321 $842K
Guardian Wealth Management, Inc. 0.57% Reduce -1.0% 2,320 $841K
Constitution Capital LLC 0.47% Add +14.9% 2,318 $841K
Wayfinding Financial, LLC 0.45% New 2,318 $840K
Retirement Planning Co of New England, Inc. 0.41% Reduce -2.5% 2,314 $840K
Reynders McVeigh Capital Management, LLC 0.04% Reduce -1.9% 2,312 $839K
Martin Capital Advisors, LLP 0.54% Add +12.1% 2,311 $838K
Hunter Associates Investment Management LLC 0.13% No change 2,305 $838K
Tidemark, LLC 0.32% Add +0.7% 2,310 $838K
Archer Investment Corp 0.22% No change 2,305 $836K
Platform Technology Partners 0.25% No change 2,292 $832K
Accredited Investors Inc. 0.05% Reduce -1.7% 2,286 $829K
Atlanta Consulting Group Advisors, LLC 0.31% Reduce -25.3% 2,280 $827K
Rothschild Wealth LLC 0.24% Reduce -21.7% 2,279 $827K
Fiduciary Group, LLC 0.08% Add +3.7% 2,278 $826K
Oxford Asset Management LLP 0.38% New 2,277 $826K
SMART Wealth LLC 0.29% Add +60.4% 2,274 $825K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.30% Reduce -4.3% 2,298 $825K
Allen Mooney & Barnes Investment Advisors LLC 0.14% Reduce -12.1% 2,270 $823K
LVW Advisors, LLC 0.10% Reduce -13.3% 2,265 $822K
Tyler-Stone Wealth Management 0.15% Add +2.6% 2,264 $821K
North Star Asset Management Inc. 0.04% Add +82.9% 2,261 $820K
Adell Harriman & Carpenter Inc. 0.06% Add +1.2% 2,256 $818K
Cascades Capital Asset Management, LLC 0.45% Add +0.3% 2,249 $816K
Cranbrook Wealth Management, LLC 0.19% Add +3.5% 2,247 $815K
Smith Chas P & Associates Pa Cpas 0.05% No change 2,242 $813K
Diversified Enterprises, LLC 0.08% Add +2.3% 2,231 $809K
Hamel Associates, Inc. 0.26% Reduce -10.1% 2,228 $808K
Schonfeld Strategic Advisors LLC 0.01% Add +84.5% 2,222 $806K
Summit Global Investments 0.05% Add +20.5% 2,220 $805K
Proficio Capital Partners LLC 0.07% Add +38.3% 2,218 $805K
ORG Partners LLC 0.11% Reduce -0.4% 2,212 $803K
Grandview Asset Management LLC 0.29% New 2,213 $803K
Acropolis Investment Management, LLC 0.05% No change 2,212 $802K
Marks Group Wealth Management, Inc 0.08% Add +7.8% 2,211 $802K
Novare Capital Management LLC 0.07% No change 2,210 $802K
Sax Wealth Advisors, LLC 0.06% Reduce -11.0% 2,206 $800K
Intrust Bank NA 0.08% Reduce -1.5% 2,205 $800K
TrinityBridge Ltd 0.02% No change 2,201 $799K
GHP Investment Advisors, Inc. 0.04% Reduce -2.0% 2,202 $799K
Simplicity Wealth,LLC 0.17% Reduce -6.7% 2,199 $798K
Horizon Wealth Management, LLC 0.14% Add +0.1% 2,197 $797K
Hoey Investments, Inc. 0.14% Add +143.1% 2,193 $796K
Cahaba Wealth Management, Inc. 0.07% Add +0.1% 2,187 $793K
Addison Advisors LLC 0.22% Reduce -0.2% 2,183 $792K
Aberdeen Wealth Management LLC 0.54% Reduce -2.2% 2,182 $792K
Latitude Advisors, LLC 0.45% Reduce -1.2% 2,181 $791K
Cercano Management LLC 0.02% No change 2,180 $791K
Worth Financial Advisory Group, LLC 0.49% Reduce -6.3% 2,176 $789K
Range Financial Group LLC 0.36% Add +53.0% 2,170 $787K
Sterling Wealth Management, Inc. 0.29% No change 2,169 $787K
Marion Wealth Management 0.21% Add +0.3% 2,163 $785K
Executive Wealth Management, LLC 0.06% Reduce -0.6% 2,162 $784K
Goepper Burkhardt LLC 0.32% Reduce -0.5% 2,160 $784K
Marietta Investment Partners LLC 0.17% Reduce -1.6% 2,160 $784K
Infrastructure Capital Advisors, LLC 0.13% New 2,159 $783K
Mountain Pacific Investment Advisers LLC 0.06% No change 2,158 $783K
Dudley Capital Management, LLC 0.40% Reduce -0.2% 2,157 $782K
Legacy Financial Advisors, Inc. 0.13% Add +6.0% 2,155 $782K
New Century Financial Group, LLC 0.33% Add +3.4% 2,147 $781K
Prosperity Financial Group, Inc. 0.39% Add +13.7% 2,149 $780K
Oakworth Capital, Inc. 0.05% No change 2,135 $774K
Sovran Advisors, LLC 0.11% — 2,083 $774K
Independence Bank of Kentucky 0.12% Add +31.6% 2,130 $773K
W Advisors, LLC 0.48% Add +1.7% 2,127 $772K
Buck Wealth Strategies, LLC 0.16% Add +67.0% 2,124 $770K
Simon Quick Advisors, LLC 0.05% Add +25.5% 2,123 $770K
Centaurus Financial, Inc. 0.05% Reduce -7.2% 2,121 $769K
United Asset Strategies, Inc. 0.07% Reduce -5.4% 2,116 $767K
Harvest Investment Services, LLC 0.19% New 2,114 $767K
Cadence Bank 0.05% Add +99.6% 2,114 $767K
YANKCOM Partnership 0.41% — 2,113 $767K
Cassaday & Co Wealth Management LLC 0.02% Add +28.8% 2,113 $766K
Bill Few Associates, Inc. 0.27% Reduce -14.5% 2,104 $763K
TBH Global Asset Management, LLC 0.18% Add +1.7% 2,101 $762K
BCS Wealth Management 0.19% New 2,094 $760K
Fairvoy Private Wealth, LLC 0.20% — 2,092 $759K
Herold Advisors, Inc. 0.16% Reduce -19.7% 2,081 $755K
Woodstock Corp. 0.07% Reduce -8.8% 2,080 $755K
MSH Capital Advisors LLC 0.24% Reduce -0.2% 2,074 $752K
Tarbox Family Office, Inc. 0.12% Add +0.2% 2,072 $752K
Icon Wealth Advisors, LLC 0.06% Add +5.9% 2,070 $751K
Grey Ledge Advisors, LLC 0.19% No change 2,066 $750K
AF Advisors, Inc. 0.10% No change 2,061 $748K
McElhenny Sheffield Capital Management, LLC 0.25% Add +0.5% 2,060 $747K
NCM Capital Management, LLC 0.34% No change 2,055 $745K
First Commonwealth Financial Corp 0.18% Reduce -2.4% 2,054 $745K
Bantamac Capital, LLC 0.33% Add +7.0% 2,050 $744K
Red Door Wealth Management, LLC 0.11% Add +3.2% 2,043 $741K
Copperwynd Financial, LLC 0.20% Add +17.8% 2,042 $741K
Goldstone Financial Group, LLC 0.12% Add +29.1% 2,042 $741K
Severin Investments, LLC 0.74% — 2,042 $741K
Carret Asset Management, LLC 0.08% Reduce -17.1% 2,041 $740K
Aviso Wealth Management 0.38% Add +0.1% 2,037 $739K
Sentry Investment Management LLC 0.35% Reduce -14.0% 2,036 $739K
Davis Investment Partners, LLC 0.31% Add +45.3% 2,103 $738K
626 Financial, LLC 0.40% Reduce -2.2% 2,032 $737K
Gibbs Wealth Management 0.20% Add +57.3% 2,029 $736K
Capital Square, LLC 0.42% Add +6.7% 1,802 $735K
Cable Hill Partners, LLC 0.07% Reduce -10.2% 2,025 $735K
Kathmere Capital Management, LLC 0.07% Add +31.6% 2,023 $734K
Parr McKnight Wealth Management Group, LLC 0.11% — 2,022 $734K
CFS Investment Advisory Services, LLC 0.07% Reduce -0.3% 2,020 $733K
Hexagon Capital Partners LLC 0.13% Reduce -4.3% 2,020 $733K
Tompkins Financial Corp. 0.07% No change 2,019 $732K
First American Bank 0.05% No change 2,017 $732K
Mine & Arao Wealth Creation & Management, LLC. 0.34% Reduce -7.6% 2,016 $732K
Townsend Asset Management Corp. /NC/ 0.27% Reduce -6.7% 2,016 $731K
Sage Investment Counsel LLC 0.95% — 2,014 $731K
First Financial Bankshares Inc 0.02% Add +0.7% 2,013 $730K
Winthrop Advisory Group LLC 0.09% Reduce -0.3% 2,013 $730K
Bienville Capital Management, LLC 0.18% Add +0.3% 2,007 $728K
BayBridge Capital Group, LLC 0.53% Add +0.6% 2,004 $727K
Smith Anglin Financial, LLC 0.07% Add +0.3% 2,003 $727K
Saybrook Capital 0.19% No change 2,000 $726K
Engineers Gate Manager LP 0.01% Reduce -34.8% 1,996 $724K
Lester Murray Antman dba SimplyRich 0.21% No change 1,996 $724K
Calamos Wealth Management LLC 0.04% Add +5.2% 1,991 $722K
Shoker Investment Counsel, Inc. 0.24% Add +0.3% 1,990 $722K
Ridgecrest Wealth Partners, LLC 0.39% No change 1,984 $720K
Callan Capital, LLC 0.05% Add +16.8% 1,982 $719K
Beaumont Financial Advisors, LLC 0.05% Add +13.9% 1,979 $718K
LCNB Corp. 0.26% No change 1,977 $717K
Root Financial Partners, LLC 0.09% Add +20.4% 1,974 $716K
Patriot Financial Group Insurance Agency, LLC 0.10% Add +6.5% 1,974 $716K
LaSalle St. Investment Advisors, LLC 0.22% Add +157.7% 1,974 $716K
TCV Trust & Wealth Management, Inc. 0.07% Add +33.9% 1,973 $716K
Bank of Stockton 0.22% Add +22.5% 1,963 $712K
Fernwood Investment Management, LLC 0.25% No change 1,957 $710K
Beacon Financial Advisory LLC 0.23% Add +1.0% 1,957 $710K
United Bank 0.30% New 1,942 $704K
BlueSky Wealth Advisors, LLC 0.11% No change 1,942 $704K
Flow Traders U.S. LLC 0.03% New 1,942 $704K
Austin Private Wealth, LLC 0.07% Add +48.6% 1,939 $703K
Bensler, LLC 0.08% Reduce -4.6% 1,937 $703K
Bryn Mawr Trust Advisors, LLC 0.04% Add +0.3% 1,935 $702K
Elevation Point Wealth Partners, LLC 0.06% New 1,933 $701K
Diversify Wealth Management, LLC 0.05% Add +36.7% 1,992 $699K
Delta Financial Group, Inc. 0.16% New 1,927 $699K
Baldwin Wealth Partners LLC 0.05% Add +10.1% 1,925 $698K
Horst & Graben Wealth Management LLC 0.12% Add +2.7% 1,924 $698K
Thrive Wealth Management, LLC 0.13% Reduce -0.5% 1,921 $697K
Harris Associates (Oakmark Funds) 0.00% Add +6.7% 1,920 $696K
Oak Hill Wealth Advisors, LLC 0.17% — 1,919 $696K
Elwood & Goetz Wealth Advisory Group, LLC 0.17% No change 1,916 $695K
Excalibur Management Corp. 0.28% Reduce -0.4% 1,914 $694K
Guardian Asset Advisors, LLC 0.44% No change 1,909 $692K
Blueshift Asset Management, LLC 0.25% Reduce -56.6% 1,906 $691K
Two Sigma Investments, LP 0.00% Reduce -88.1% 1,900 $689K
State of Wyoming 0.09% Add +263.1% 1,899 $689K
Paulson Wealth Management Inc. 0.19% Reduce -9.9% 1,898 $689K
Zullo Investment Group, Inc. 0.28% Add +7.5% 1,897 $688K
Woodley Farra Manion Portfolio Management Inc. 0.03% Reduce -3.4% 1,897 $688K
Aprio Wealth Management, LLC 0.10% Add +80.6% 1,893 $687K
Dale Q Rice Investment Management Ltd 0.30% — 1,888 $685K
MBL Wealth, LLC 0.07% Reduce -8.0% 1,887 $685K
Bedel Financial Consulting, Inc. 0.09% Add +0.8% 1,900 $682K
Summit Financial Strategies, Inc. 0.08% No change 1,878 $681K
Gryphon Financial Partners LLC 0.10% Reduce -5.5% 1,876 $680K
Patten Group, Inc. 0.15% Reduce -1.1% 1,870 $678K
Sound Income Strategies, LLC 0.04% Add +9.4% 1,864 $676K
Capital Insight Partners, LLC 0.12% New 1,855 $673K
Fulton Breakefield Broenniman LLC 0.05% Add +1.6% 1,854 $672K
Firethorn Wealth Partners, LLC 0.33% Add +0.3% 1,853 $672K
Geller Advisors LLC 0.04% Reduce -39.2% 1,850 $671K
Barr E S & Co. 0.04% No change 1,850 $671K
Bridgewealth Advisory Group, LLC 0.19% Add +94.3% 1,896 $671K
Stonebridge Capital Advisors LLC 0.05% Reduce -13.1% 1,837 $666K
TFG Advisers LLC 0.24% Add +1.2% 1,834 $665K
Fermata Advisors, LLC 0.12% New 1,831 $664K
one8zero8, LLC 0.14% — 1,828 $663K
Capital Management Associates, Inc 0.25% Add +0.1% 1,826 $662K
Resonant Capital Advisors, LLC 0.05% Add +3.7% 1,826 $662K
Deseret Mutual Benefit Administrators 0.33% Reduce -3.2% 1,821 $661K
Aft, Forsyth & Company, Inc. 0.32% No change 1,815 $658K
Harbour Trust & Investment Management Co 0.07% Reduce -1.4% 1,813 $658K
Meriwether Wealth & Planning, LLC 0.47% — 1,812 $657K
Centurion Wealth Management LLC 0.21% No change 1,810 $656K
Clearstead Trust, LLC 0.14% Reduce -15.1% 1,807 $656K
Essential Planning, LLC. 0.00% New 1,690 $655K
McBroom & Associates, LLC 0.37% No change 1,806 $655K
Taylor Financial Group, Inc. 0.45% No change 1,805 $655K
North Berkeley Wealth Management, LLC 0.66% — 1,800 $653K
Sovereign Financial Group, Inc. 0.15% Add +1.4% 1,798 $652K
CHICAGO TRUST Co NA 0.12% Reduce -17.8% 1,791 $650K
Montz Harcus Wealth Management LLC 0.36% Reduce -1.9% 1,790 $650K
Pacifica Partners Inc. 0.28% Reduce -0.3% 1,802 $648K
Waterway Wealth Management, LLC 0.28% Add +9.2% 1,787 $648K
Benchmark Wealth Management, LLC 0.32% Add +0.1% 1,786 $648K
Sanders Morris Harris LLC 0.10% No change 1,775 $648K
Lakeside Advisors, INC. 0.43% Add +0.1% 1,785 $647K
Walter & Keenan Wealth Management LLC /in/ 0.20% Reduce -1.1% 1,783 $647K
Operose Advisors LLC 0.22% Reduce -6.7% 1,780 $646K
LifeSteps Financial, Inc. 0.50% No change 1,779 $645K
Opal Wealth Advisors, LLC 0.19% Add +6.9% 1,771 $643K
OneAscent Wealth Management LLC 0.26% Reduce -6.8% 1,770 $642K
Fiduciary Financial Group, LLC 0.14% Reduce -1.6% 1,829 $642K
Jacksonville Wealth Management, LLC 0.60% — 1,769 $642K
GTS Securities LLC 0.03% Reduce -1.6% 1,764 $640K
MFA Wealth Services 0.51% — 1,761 $639K
Moment Partners, LLC 0.12% — 1,760 $638K
Charter Oak Capital Management, LLC 0.06% Add +0.2% 1,751 $635K
Sterling Investment Advisors, Ltd. 0.15% Add +0.1% 1,749 $634K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.02% No change 1,747 $634K
Fiduciary Alliance LLC 0.06% Add +47.0% 1,745 $633K
Abacus Wealth Partners, LLC 0.09% No change 1,744 $633K
Novem Group 0.09% — 1,737 $630K
Lafayette Investments, Inc. 0.14% Add +19.7% 1,736 $630K
Forte Capital LLC 0.07% Reduce -0.6% 1,734 $629K
AlphaQuest LLC 0.08% Add +196.8% 1,733 $629K
McAdam, LLC 0.03% Add +102.3% 1,732 $628K
Lakeridge Wealth Management LLC 0.32% Add +0.2% 1,726 $626K
Raab & Moskowitz Asset Management LLC 0.15% Reduce -0.6% 1,720 $624K
Bison Wealth, LLC 0.14% Reduce -32.8% 1,720 $624K
Check Capital Management Inc. 0.04% No change 1,717 $623K
Silvia McColl Wealth Management, LLC 0.47% No change 1,716 $622K
PBMares Wealth Management LLC 0.13% Reduce -12.7% 1,713 $621K
Clarus Group, Inc. 0.22% Add +0.1% 1,712 $621K
Taylor Hoffman Capital Management LLC 0.23% No change 1,711 $621K
Cornerstone Advisory, LLC 0.07% Add +2.3% 1,755 $620K
Athena Investment Management 0.36% Reduce -7.4% 1,709 $620K
Forbes J M & Co. LLP 0.06% Add +30.1% 1,701 $617K
Perpetual Ltd 0.01% No change 1,700 $617K
Dogwood Wealth Management LLC 0.33% Add +29.4% 1,698 $616K
Breakwater Capital Group 0.12% Add +0.3% 1,698 $616K
ICONIQ Capital, LLC 0.01% Add +37.9% 1,698 $616K
Caxton Associates LP 0.02% Add +32.6% 1,697 $616K
Ofc Financial Planning, LLC 0.65% — 1,695 $615K
Cornerstone Select Advisors, LLC 0.59% — 1,694 $615K
Relyea Zuckerberg Hanson LLC 0.08% Add +6.8% 1,689 $613K
Peterson Wealth Management 0.36% Add +5.1% 1,686 $612K
Trinity Financial Advisors LLC 0.23% No change 1,700 $612K
Home Federal Bank of Tennessee 0.18% No change 1,684 $611K
Fca Corp. 0.19% No change 1,782 $611K
Everpar Advisors LLC 0.31% Add +12.1% 1,680 $609K
West Family Investments, Inc. 0.21% Reduce -1.2% 1,680 $609K
2UniFi Bank 0.41% — 1,678 $609K
Kaydan Wealth Management, Inc. 0.20% No change 1,677 $608K
Rational Advisors, Inc. 0.06% Add +1188.5% 1,675 $608K
Advisory Resource Group 0.13% No change 1,674 $607K
Summit Wealth Partners, LLC 0.12% Reduce -0.6% 1,674 $607K
Charis Legacy Partners, LLC 1.24% — 1,670 $606K
Reliant Investment Partners, LLC 0.54% — 1,670 $606K
YHB Investment Advisors, Inc. 0.05% Reduce -2.9% 1,666 $604K
Smith Shellnut Wilson LLC 0.27% Add +7.2% 1,661 $603K
Jeppson Wealth Management, LLC 0.22% Add +0.1% 1,661 $603K
South Plains Financial, Inc. 0.46% — 1,660 $602K
Obsidian Personal Planning Solutions LLC 0.29% Add +4.7% 1,620 $602K
Disciplined Investors, L.L.C. 0.58% — 1,660 $602K
Union Savings Bank 0.30% Reduce -2.9% 1,657 $601K
Ranch Capital Advisors Inc. 0.28% Add +0.1% 1,656 $601K
Gould Asset Management LLC 0.13% Add +11.1% 1,655 $600K
Impact Capital Partners LLC 0.21% — 1,654 $600K
Coastwise Capital Group, LLC 0.48% Reduce -5.7% 1,649 $598K
Transcendent Capital Group LLC 0.31% Add +24.5% 1,648 $598K
Appleton Partners Inc. 0.04% Add +0.1% 1,642 $596K
United Bank 0.07% Reduce -3.0% 1,640 $595K
Ascent Group, LLC 0.04% Add +44.0% 1,639 $595K
Arcataur Capital Management LLC 0.20% Reduce -0.6% 1,637 $594K
Cooper/Haims Advisors, LLC 0.34% No change 1,635 $593K
Signature Estate & Investment Advisors LLC 0.01% Reduce -18.1% 1,636 $593K
Unique Wealth Strategies, LLC 0.26% New 1,635 $593K
Van Hulzen Asset Management, LLC 0.04% Add +3.7% 1,634 $593K
Wealth Alliance, LLC 0.07% Add +15.2% 1,632 $592K
Soltis Investment Advisors LLC 0.05% Add +16.3% 1,629 $591K
Stokes Family Office, LLC 0.06% Reduce -5.7% 1,618 $587K
One Degree Advisors Inc 0.24% No change 1,615 $585K
MJP Associates Inc. 0.10% Add +62.3% 1,610 $584K
Redhawk Wealth Advisors, Inc. 0.08% Add +155.0% 1,609 $584K
Vishria Bird Financial Group, LLC 0.20% No change 1,606 $583K
Meadow Creek Wealth Advisors LLC 0.42% Add +0.3% 1,603 $582K
Board of the Pension Protection Fund 0.67% — 1,600 $580K
Pursue Wealth Partners LLC 0.33% No change 1,600 $580K
Penn Davis McFarland Inc. 0.06% New 1,600 $580K
WealthTrust Axiom LLC 0.17% Reduce -0.9% 1,599 $580K
Bell Bank 0.04% Reduce -0.2% 1,598 $580K
Alteri Wealth LLC 0.16% — 1,598 $580K
Baker Ellis Asset Management LLC 0.09% Reduce -5.9% 1,597 $579K
Pacific Point Advisors, LLC 0.35% — 1,600 $579K
Fagan Associates, Inc. 0.09% Add +2.6% 1,595 $579K
Mustard Seed Financial, LLC 0.47% Reduce -15.6% 1,592 $578K
Alta Advisers Ltd 0.36% Add +13.6% 1,591 $577K
Spirepoint Private Client, LLC 0.07% No change 1,590 $577K
Kozak & Associates, Inc. 0.13% Reduce -5.3% 1,585 $577K
One Capital Management, LLC 0.02% Reduce -6.6% 1,588 $576K
McGowan Group Asset Management, Inc. 0.08% Add +16.4% 1,587 $576K
Sandy Cove Advisors, LLC 0.23% Add +6.9% 1,585 $575K
Kohmann Bosshard Financial Services, LLC 0.07% Add +0.1% 1,584 $575K
AXS Investments LLC 0.16% Reduce -69.6% 1,583 $574K
Retirement Planning Group, LLC 0.03% Add +28.1% 1,580 $573K
New Republic Capital, LLC 0.37% Reduce -22.1% 1,578 $573K
J2 Capital Management Inc 0.54% — 1,577 $572K
Arvest Bank Trust Division 0.03% Add +0.9% 1,574 $571K
Boston Financial Mangement LLC 0.02% Add +0.2% 1,573 $571K
Vertex Planning Partners, LLC 0.13% Add +1.0% 1,573 $571K
Curbstone Financial Management Corp 0.12% No change 1,572 $570K
Buckingham Capital Management, Inc. 0.07% Add +0.1% 1,570 $570K
Regent Peak Wealth Advisors LLC 0.13% Add +1.1% 1,570 $570K
SeaBridge Investment Advisors LLC 0.12% Add +72.0% 1,565 $568K
Pettyjohn, Wood & White, Inc. 0.10% Add +47.0% 1,565 $568K
Canal Capital Management, LLC 0.09% Add +0.2% 1,561 $566K
Isthmus Partners, LLC 0.07% Add +40.6% 1,557 $565K
DRW Securities, LLC 0.04% Reduce -71.7% 1,556 $564K
Quantum Financial Advisors, LLC 0.09% No change 1,550 $562K
Longview Financial Advisors LLC 0.38% — 1,545 $560K
SAM Advisors, LLC 0.20% No change 1,540 $559K
Hillsdale Investment Management Inc. 0.03% Reduce -67.1% 1,537 $558K
TrinityPoint Wealth, LLC 0.08% Add +2.8% 1,537 $558K
DNB Asset Management AS 0.00% Add +23.6% 1,536 $557K
Fairfield, Bush & Co. 0.33% Reduce -6.6% 1,534 $556K
MRA Advisory Group 0.29% Add +2.1% 1,534 $556K
Stonebridge Financial Group, LLC 0.06% — 1,533 $556K
Affinity Capital Advisors, LLC 0.10% Add +0.2% 1,532 $556K
Beach Investment Counsel Inc. 0.08% Reduce -93.6% 1,533 $556K
Kaizen Financial Strategies 0.32% Add +0.2% 1,531 $555K
Olistico Wealth, LLC 0.32% No change 1,530 $555K
Financial Partners Group, Inc 0.08% Add +1.5% 1,527 $554K
Sepio Capital, LP 0.04% Reduce -3.0% 1,525 $553K
Tectonic Advisors LLC 0.04% Reduce -1.5% 1,523 $553K
Integrity Alliance, Llc. 0.06% — 1,523 $553K
Strategic Equity Management 0.23% Add +0.7% 1,520 $551K
Sanchez Wealth Management Group 0.15% Reduce -2.8% 1,518 $551K
Doliver Advisors, LP 0.15% No change 1,518 $551K
Bordeaux Wealth Advisors LLC 0.09% Add +0.7% 1,517 $550K
Bison Wealth, LLC 0.07% — 1,512 $549K
Comprehensive Financial Consultants Institutional, Inc. 0.20% No change 1,510 $548K
Oliver Luxxe Assets LLC 0.10% No change 1,398 $547K
TFB Advisors LLC 0.16% Reduce -2.5% 1,507 $547K
Liberty Square Wealth Partners LLC 0.20% — 1,546 $546K
M1 Capital Management LLC 0.29% — 1,505 $546K
Marex Group Ltd 0.01% Reduce -37.8% 1,504 $546K
Objective Capital Management, LLC 0.36% Reduce -18.1% 1,501 $545K
Rbo & Co. LLC 0.09% No change 1,500 $544K
Fractal Investments LLC 0.08% Add +114.3% 1,500 $544K
Chickasaw Capital Management LLC 0.02% No change 1,500 $544K
Bigelow Investment Advisors, LLC 0.26% Reduce -5.0% 1,498 $543K
Center For Asset Management LLC 0.35% Add +0.1% 1,497 $543K
Morton Community Bank 0.14% Add +76.5% 1,493 $542K
Audent Global Asset Management, LLC 0.35% New 1,486 $539K
Costello Asset Management, INC 0.36% Reduce -51.3% 1,481 $537K
Analyst IMS Investment Management Services Ltd. 0.02% Add +22.3% 1,479 $537K
Leisure Capital Management 0.21% No change 1,478 $536K
Cromwell Holdings LLC 0.31% No change 1,476 $535K
IMS Capital Management 0.25% No change 1,475 $535K
RMR Wealth Builders 0.06% Add +4.2% 1,475 $535K
Quent Capital, LLC 0.06% Reduce -4.5% 1,474 $535K
Fortitude Family Office, LLC 0.19% Add +3.6% 1,474 $535K
Acima Private Wealth, LLC 0.18% No change 1,473 $534K
Garrett Wealth Advisory Group, LLC 0.12% Add +25.1% 1,470 $533K
Landaas & Co. /Wi 0.15% Add +13.3% 1,470 $533K
Ramsay, Stattman, Vela & Price, Inc. 0.10% Reduce -9.3% 1,469 $533K
Channel Wealth LLC 0.17% Add +1.9% 1,468 $533K
West Paces Advisors Inc. 0.13% Reduce -10.7% 1,467 $532K
Frisch Financial Group, Inc. 0.16% Reduce -4.4% 1,465 $532K
Smart Portfolios, LLC 0.56% Reduce -1.0% 1,466 $532K
Andina Capital Management, LLC 0.43% Reduce -1.5% 1,466 $532K
Hara Capital LLC 0.34% No change 1,465 $531K
Planning Center, Inc. 0.07% Reduce -3.3% 1,463 $531K
Sfmg, LLC 0.04% Add +0.2% 1,461 $530K
Caas Capital Management LP 0.44% New 1,460 $530K
Keystone Wealth Services, LLC 0.14% Reduce -6.9% 1,450 $526K
Nadler Financial Group, Inc. 0.06% No change 1,446 $525K
Continuum Advisory, LLC 0.07% Add +24.2% 1,443 $523K
Lazari Capital Management, Inc. 0.21% Add +2.6% 1,443 $523K
Wendell David Associates Inc. 0.05% No change 1,443 $523K
Seed Wealth Management, Inc. 0.42% No change 1,440 $522K
Wealth Management Associates, Inc. 0.22% Add +0.1% 1,438 $521K
Rise Advisors, LLC 0.25% Reduce -3.6% 1,435 $521K
CarsonAllaria Wealth Management, Ltd. 0.30% Add +0.1% 1,433 $520K
Watts Gwilliam & Co., LLC 0.11% Reduce -2.5% 1,433 $520K
Beacon Capital Management, LLC 0.07% Add +2.1% 1,432 $520K
MRP Capital Investments, LLC 0.47% Add +0.7% 1,425 $517K
Empirical Asset Management, LLC 0.17% Add +455.3% 7,624 $517K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +6.2% 1,415 $513K
Blankinship & Foster, LLC 0.13% No change 1,411 $512K
Insight Advisors, LLC/ PA 0.09% Add +0.4% 1,410 $512K
Cove Private Wealth, LLC 0.32% New 1,410 $511K
Fingerlakes Wealth Management, Inc. 0.41% Add +0.9% 1,410 $511K
Intrua Financial, LLC 0.08% Reduce -56.1% 1,409 $511K
First Financial Corp. 0.24% No change 1,408 $511K
KFA Private Wealth Group, LLC 0.21% Add +80.8% 1,403 $509K
First Pacific Financial 0.12% Add +128.3% 1,402 $509K
VSM Wealth Advisory, LLC 0.18% — 1,401 $508K
Ironwood Investment Management LLC 0.25% No change 1,400 $508K
Investment Advisory Services Inc. /TX 0.18% Add +5.1% 1,398 $507K
Ransom Advisory, Ltd 0.23% Add +1.8% 1,395 $506K
Grant Street Asset Management, Inc. 0.13% Add +12.1% 1,394 $506K
Firestone Capital Management 0.13% No change 1,391 $505K
apricus wealth, LLC 0.33% No change 1,389 $504K
WestHill Financial Advisors, Inc. 0.11% No change 1,386 $503K
Grove Bank & Trust 0.07% Reduce -6.5% 1,386 $503K
Mengis Capital Management, Inc. 0.10% No change 1,385 $503K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -29.2% 1,379 $500K
Optas, LLC 0.11% Add +6.0% 1,372 $498K
Private Wealth Advisors, LLC 0.22% Reduce -33.3% 1,365 $495K
Moloney Securities Asset Management, LLC 0.07% Add +89.6% 1,365 $495K
Acas, LLC 0.37% Reduce -2.1% 1,377 $494K
Bard Financial Services, Inc. 0.06% No change 1,360 $493K
Balefire, LLC 0.17% Reduce -1.4% 1,371 $493K
Rosenberg Matthew Hamilton 0.13% Add +14.9% 1,358 $493K
Enterprise Financial Services Corp 0.27% Add +11.7% 1,355 $492K
SJS Investment Consulting Inc. 0.08% Reduce -1.0% 1,354 $491K
BankPlus Wealth Management LLC 0.37% — 1,352 $490K
Thomas Story & Son LLC 0.21% No change 1,350 $490K
First Community Trust NA 0.35% No change 1,350 $490K
Evanson Asset Management, LLC 0.03% No change 1,350 $490K
Coyle Financial Counsel LLC 0.15% Add +0.1% 1,348 $489K
Morningstar Investment Management LLC 0.04% No change 1,348 $489K
Kenora Financial, LLC 0.19% Add +1.6% 1,347 $489K
Hardin Capital Partners, LLC 0.29% Reduce -8.2% 1,347 $489K
Sendero Wealth Management, LLC 0.07% No change 1,344 $488K
Global X Japan Co., Ltd. 0.06% Add +7.1% 1,344 $488K
Claro Advisors Inc. 0.07% Reduce -23.5% 1,342 $487K
VeraBank, N.A. 0.14% Add +0.8% 1,336 $485K
American Money Management, LLC 0.09% Reduce -4.2% 1,335 $484K
Burton Enright Welch 0.10% No change 1,335 $484K
Elser Financial Planning, Inc 0.03% Add +1.4% 1,334 $484K
Formidable Asset Management, LLC 0.08% Reduce -0.3% 1,332 $483K
WINTON GROUP Ltd 0.03% Reduce -11.1% 1,332 $483K
Blueprint Investment Partners LLC 0.08% Add +11.3% 1,332 $483K
Warther Private Wealth, LLC 0.16% Add +0.7% 1,330 $483K
MinichMacGregor Wealth Management, LLC 0.10% Add +8.2% 1,327 $481K
Fi3 FINANCIAL ADVISORS, LLC 0.18% Reduce -1.7% 1,327 $481K
Kestra Investment Management, LLC 0.02% Add +31.6% 1,323 $480K
Westshore Wealth, LLC 0.19% No change 1,323 $480K
Highview Capital Management LLC 0.18% Add +29.4% 1,320 $479K
Waters Parkerson & Co., LLC 0.03% No change 1,319 $478K
CYBER HORNET ETFs LLC 0.46% Add +3.3% 1,316 $477K
Reyes Financial Architecture, Inc. 0.38% — 1,315 $477K
Birchcreek Wealth Management, LLC 0.30% No change 1,314 $477K
First National Corp. /Ma/ 0.11% Reduce -0.5% 1,312 $476K
Petix & Botte Co 0.13% No change 1,312 $476K
McMill Wealth Management 0.19% — 1,311 $476K
Northstar Financial Companies, Inc. 0.45% — 1,310 $475K
Apollon Financial, LLC 0.12% Reduce -2.3% 1,309 $475K
Chesley Taft & Associates LLC 0.02% Add +2.8% 1,306 $474K
Gradient Capital Advisors, LLC 0.15% Reduce -1.4% 1,305 $474K
Schulhoff & Co. Inc. 0.17% Reduce -6.8% 1,305 $473K
Wellington Shields Capital Management, LLC 0.08% No change 1,300 $472K
Baker Tilly Wealth Management, LLC 0.18% Add +18.9% 1,294 $469K
Leo Wealth, LLC 0.04% Reduce -7.0% 1,293 $469K
LM Advisors LLC 0.08% New 1,286 $467K
Rockingstone Advisors LLC 0.21% Add +2.7% 1,283 $465K
Foster Group, Inc. 0.02% Add +20.4% 1,281 $465K
Bay Capital Advisors, LLC 0.37% — 1,281 $465K
Prostatis Group LLC 0.14% Add +15.6% 1,279 $464K
BlueStem Wealth Partners, LLC 0.06% — 1,276 $463K
SageView Advisory Group, LLC 0.02% Reduce -10.7% 1,276 $463K
Kornitzer Capital Management Inc. 0.01% Add +0.2% 1,275 $463K
WealthPLAN Partners, LLC 0.07% Add +9.9% 1,274 $462K
FSA Advisors, Inc. 0.56% Add +0.6% 1,273 $462K
Sunflower Bank, N.A. 0.13% Add +10.0% 1,271 $461K
MCF Advisors LLC 0.03% Add +0.5% 1,270 $461K
Alpha Family Trust 0.26% No change 1,270 $461K
Next Level Private LLC 0.19% No change 1,270 $461K
AdvisorShares Investments LLC 0.09% Reduce -4.9% 1,270 $461K
Ethos Financial Group, LLC 0.06% Add +67.5% 1,263 $460K
Capital Advisors Wealth Management, LLC 0.08% Add +8.8% 1,267 $460K
Tumwater Wealth Management, LLC 0.24% — 1,266 $459K
Monte Financial Group, LLC 0.20% Reduce -0.8% 1,266 $459K
Quadcap Wealth Management, LLC 0.07% Reduce -51.1% 1,263 $458K
Penserra Capital Management LLC 0.01% Add +2911.9% 1,265 $458K
W.H. Cornerstone Investments Inc. 0.31% New 1,262 $458K
Crowley Wealth Management, Inc. 0.40% — 1,262 $458K
Davidson Trust Co. 0.24% Reduce -4.5% 1,262 $458K
Core Alternative Capital 0.10% Add +1.0% 1,260 $457K
Northwest Bancshares, Inc. 0.08% Reduce -3.8% 1,260 $457K
Jupiter Wealth Management LLC 0.23% No change 1,258 $456K
Garden State Investment Advisory Services LLC 0.14% Add +9.3% 1,252 $455K
Fox Hill Wealth Management 0.26% Reduce -82.3% 1,253 $455K
Traveka Wealth, LLC 0.25% Add +6.2% 1,251 $454K
LFA - Lugano Financial Advisors SA 0.30% No change 1,250 $453K
Millington Financial Advisors, LLC 0.26% Add +0.3% 1,253 $453K
Tennessee Valley Asset Management Partners 0.08% Reduce -14.1% 1,246 $452K
Intellus Advisors LLC 0.08% — 1,246 $452K
Balboa Wealth Partners 0.10% Add +27.8% 1,246 $452K
Braun-Bostich & Associates Inc. 0.32% Add +0.7% 1,242 $451K
Old Second National Bank of Aurora 0.10% Add +0.2% 1,241 $450K
Philip James Wealth Mangement, LLC 0.06% Add +0.7% 1,240 $450K
Carrera Capital Advisors 0.11% Add +2.5% 1,238 $449K
Monarch Capital Management Inc. 0.12% Reduce -6.1% 1,237 $449K
CoreFirst Bank & Trust 0.27% No change 1,236 $448K
Cordatus Wealth Management LLC 0.12% No change 1,235 $448K
Beacon Financial Group 0.05% Reduce -8.3% 1,233 $447K
S.A. Mason LLC 0.23% Add +3.8% 1,231 $447K
Pinnacle Financial Group, LLC / IL 0.17% Add +0.1% 1,231 $447K
Trustco Bank Corp. N Y 0.48% No change 1,231 $447K
Graves Light Lenhart Wealth, Inc. 0.06% Add +0.1% 1,230 $446K
Bangor Savings Bank 0.04% Add +4.9% 1,226 $445K
Indie Asset Partners, LLC 0.35% Add +0.2% 1,223 $444K
Congress Park Capital LLC 0.16% Reduce -17.0% 1,220 $443K
Regatta Capital Group, LLC 0.09% Reduce -3.3% 1,218 $442K
Towne Trust Company, N.A 0.15% No change 1,217 $441K
Advus Financial Partners, LLC 0.12% Add +14.7% 1,215 $441K
TCFG Wealth Management, LLC 0.22% Reduce -2.0% 1,213 $440K
Pines Wealth Management, LLC 0.19% — 1,251 $439K
Moss Adams Wealth Advisors LLC 0.05% Add +9.6% 1,208 $438K
Prentice Wealth Management LLC 0.13% Add +10.4% 1,205 $437K
Greenline Partners, LLC 0.06% No change 1,205 $437K
Boston Trust Walden Corp 0.00% Reduce -2.4% 1,204 $437K
CJM Wealth Advisers, Ltd. 0.15% Add +0.1% 1,201 $436K
Mindset Wealth Management, LLC 0.16% Add +7.4% 1,201 $436K
Mogy Joel R Investment Counsel Inc. 0.03% Reduce -8.0% 1,200 $435K
Hollencrest Capital Management 0.02% Reduce -0.3% 1,199 $435K
Integrated Investment Consultants, LLC 0.09% Reduce -93.4% 1,199 $435K
Gilman Hill Asset Management, LLC 0.08% No change 1,199 $435K
Vega Investment Solutions 0.36% — 1,197 $434K
Davidson Investment Advisors 0.02% Reduce -5.8% 1,197 $434K
Western Financial Corp 0.24% Add +18.2% 1,194 $433K
Baron Wealth Management LLC 0.20% Add +6.4% 1,193 $433K
Five Oceans Advisors 0.20% Add +0.8% 1,193 $433K
Strategic Wealth Partners, Ltd. 0.04% Reduce -2.3% 1,223 $433K
Trust Co of Kansas 0.21% Reduce -1.3% 1,185 $430K
Armstrong, Fleming & Moore, Inc 0.26% Add +0.1% 1,184 $429K
Rossby Financial, LCC 0.27% — 1,183 $429K
Laurel Wealth Advisors LLC 0.07% Reduce -4.1% 1,182 $429K
Legacy Financial Group LLC 0.07% New 1,182 $429K
Sutton Place Investors LLC 0.25% Add +2.0% 1,181 $428K
Meredith Wealth Planning 0.19% No change 1,180 $428K
Keb Asset Management, LLC 0.12% No change 1,179 $428K
United Advisor Group, LLC 0.08% Add +24.0% 1,177 $427K
VestGen Investment Management 0.12% Reduce -7.2% 1,171 $425K
Aua Capital Management, LLC 0.27% No change 1,170 $425K
STAR Financial Bank 0.31% Reduce -15.5% 1,169 $424K
Archford Capital Strategies, LLC 0.06% Add +0.7% 1,169 $424K
Gradient Investments LLC 0.01% Reduce -13.0% 1,168 $424K
Mowery & Schoenfeld Wealth Management, LLC 0.82% Add +116600.0% 1,167 $423K
Eagle Wealth Strategies LLC 0.31% No change 1,166 $423K
Claris Financial LLC 0.28% — 1,162 $422K
Migdal Insurance & Financial Holdings Ltd. 0.01% No change 1,160 $421K
GC Wealth Management RIA, LLC 0.07% Add +3.6% 1,160 $421K
Versant Capital Management, Inc 0.09% Add +40.1% 1,156 $419K
First Nebraska Trust Co 0.04% No change 1,156 $419K
Joule Financial, LLC 0.15% Reduce -0.3% 1,154 $419K
Perennial Investment Advisors, LLC 0.05% Add +9.4% 1,152 $418K
Alan B Lancz & Associates, Inc. 0.42% No change 1,150 $417K
Finivi Inc. 0.33% Add +3.0% 1,149 $417K
ICW Investment Advisors LLC 0.17% New 1,148 $417K
Hills Bank & Trust Co 0.03% Reduce -0.7% 1,147 $416K
Facet Wealth, Inc. 0.01% Add +6.9% 1,143 $416K
Full Sail Capital, LLC 0.03% Reduce -1.4% 1,146 $416K
LJI Wealth Management, LLC 0.08% No change 1,145 $415K
Winslow Asset Management Inc. 0.08% No change 1,140 $414K
Brogan Financial, Inc. 0.20% Add +0.2% 1,141 $414K
Clear Creek Financial Management, LLC 0.04% Reduce -8.1% 1,139 $413K
Interchange Capital Partners, LLC 0.15% Add +12.6% 1,137 $413K
Warwick Investment Management, Inc. 0.09% Add +0.2% 1,137 $412K
Arax Advisory Partners 0.03% Add +23.5% 1,136 $412K
Verity & Verity, LLC 0.04% Add +45.6% 1,134 $411K
WealthBridge Capital Management, LLC 0.11% Add +0.1% 1,133 $411K
Sherbrooke Park Advisers LLC 0.13% New 1,131 $410K
First Western Trust Bank 0.02% Reduce -1.5% 1,128 $409K
Alesco Advisors, LLC, An ESL Co 0.01% No change 1,127 $409K
Anchor Capital Advisors LLC 0.01% No change 1,127 $409K
Rockline Wealth Management, LLC 0.11% No change 1,127 $409K
Avity Investment Management Inc. 0.03% Reduce -4.3% 1,125 $408K
Fairtree Asset Management (Pty) Ltd 0.39% — 1,124 $408K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.08% Add +79.4% 1,123 $407K
Castleview Partners, LLC 0.22% Add +8.4% 1,132 $407K
Hengehold Capital Management LLC 0.04% Add +0.5% 1,120 $406K
Spring Capital Management, LLC 0.24% No change 1,120 $406K
Tower Wealth Partners, Inc. 0.21% Add +2.0% 1,119 $406K
Driehaus Capital Management LLC 0.00% Add +22.1% 1,114 $404K
FIL Ltd 0.00% No change 1,114 $404K
SPC Financial, Inc. 0.04% Add +9.6% 1,112 $403K
New Wave Wealth Advisors LLC 0.16% Reduce -1.1% 1,106 $401K
Bristlecone Advisors, LLC 0.03% Add +0.1% 1,106 $401K
Petros Family Wealth, LLC 0.43% — 1,100 $399K
Royal Capital Wealth Management, LLC 0.28% No change 1,100 $399K
Private Wealth Partners, LLC 0.03% Add +10.0% 1,100 $399K
Cantor Fitzgerald Investment Advisors L.P. 0.03% Reduce -2.3% 1,100 $399K
Greenup Street Wealth Management LLC 0.08% Add +0.3% 1,099 $399K
Elgethun Capital Management 0.10% Add +16.4% 1,097 $398K
Financial Advisors Network, Inc. 0.07% — 1,094 $397K
Sivia Capital Partners, LLC 0.20% Reduce -1.4% 1,092 $396K
Financial Advisors, LLC 0.08% No change 1,090 $395K
Virtue Capital Management, LLC 0.08% Reduce -4.4% 1,086 $394K
Asset Planning,Inc 0.30% — 1,085 $393K
Bender Robert & Associates 0.10% Reduce -0.5% 1,084 $393K
Purus Wealth Management, LLC 0.16% Add +12.2% 1,084 $393K
Maxele Advisors, LLC 0.38% — 1,084 $393K
Consilium Wealth Advisory, LLC 0.19% Add +0.2% 1,081 $392K
Compass Financial Group, INC 0.07% Add +0.2% 1,079 $391K
Register Financial Advisors LLC 0.20% Reduce -4.0% 1,079 $391K
4WEALTH Advisors, Inc. 0.40% — 1,078 $391K
Silvant Capital Management LLC 0.02% No change 1,076 $390K
denkapparat Operations GmbH 0.58% — 1,074 $390K
Greenwood Capital Associates LLC 0.05% No change 1,074 $390K
Arlington Trust Co LLC 0.08% Add +41.5% 1,070 $388K
Wallace Advisory Group, LLC 0.27% Add +9.5% 992 $388K
Morey & Quinn Wealth Partners, LLC 0.33% — 1,067 $387K
Legacy Financial Group, Inc. 0.12% Reduce -1.7% 1,065 $386K
Legacy Advisory Services, LLC 0.33% No change 1,064 $386K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.15% No change 1,063 $386K
Meridian Wealth Advisors, LLC 0.06% Reduce -0.4% 1,062 $385K
Convergence Financial, LLC 0.08% Add +29.1% 1,060 $384K
Aspire Growth Partners LLC 0.38% — 1,059 $384K
Gries Financial LLC 0.07% Reduce -34.3% 1,056 $383K
Precision Wealth Strategies, LLC 0.30% Add +9.6% 1,055 $383K
Stonebrook Private Inc. 0.10% Add +5.1% 1,054 $382K
Antonelli Financial Advisors, LLC 0.32% — 1,053 $382K
Northside Capital Management, LLC 0.10% Add +50.4% 1,053 $382K
SYM FINANCIAL Corp 0.05% Add +20.0% 1,051 $381K
Oxford Financial Group, LTD. LLC 0.02% Reduce -37.0% 1,050 $381K
Silver Coast Investments LLC 0.14% Reduce -5.8% 1,049 $381K
1834 Investment Advisors Co. 0.05% No change 1,049 $381K
Financial Perspectives, Inc 0.13% No change 1,048 $380K
Central Pacific Bank - Trust Division 0.05% Reduce -55.2% 1,048 $380K
Cary Street Partners Investment Advisory LLC 0.25% Reduce -93.4% 1,047 $380K
Kelleher Financial Advisors 0.14% Reduce -13.8% 1,047 $380K
Onyx Financial Advisors, LLC 0.21% Add +0.4% 1,047 $380K
Richard W. Paul & Associates, LLC 0.14% Reduce -3.4% 1,047 $380K
FSB Premier Wealth Management, Inc. 0.15% Reduce -8.7% 1,044 $379K
Secure Asset Management, LLC 0.06% Reduce -22.3% 1,040 $377K
Childress Capital Advisors, LLC 0.11% Add +2.0% 1,038 $377K
LBMC Investment Advisors, LLC 0.03% No change 1,036 $376K
DF Dent & Co. Inc. 0.00% Reduce -0.8% 1,036 $376K
Carmel Capital Partners, LLC 0.15% Add +0.2% 1,034 $375K
Smallwood Wealth Investment Management, LLC 0.26% Reduce -0.9% 1,028 $373K
N.E.W. Advisory Services LLC 0.04% Reduce -28.2% 1,026 $372K
Sugarloaf Wealth Management, LLC 0.07% Add +0.1% 1,025 $372K
AlphaCore Capital LLC 0.08% Reduce -0.2% 1,024 $371K
Community Trust & Investment Co. 0.02% Add +0.4% 1,024 $371K
Accel Wealth Management 0.14% Reduce -4.3% 1,021 $371K
Lynx Investment Advisory 0.25% Reduce -5.1% 1,021 $370K
Vision Capital Management, Inc. 0.05% Add +5.2% 1,020 $370K
Centerpoint Advisory Group 0.36% — 1,020 $370K
NorthStar Asset Management LLC 0.24% New 1,017 $369K
Ledgewood Wealth Advisors, LLC 0.24% No change 1,017 $369K
Hutchinson Capital Management 0.07% No change 1,017 $369K
Crane Advisory, LLC 0.06% No change 1,014 $369K
SkyOak Wealth, LLC 0.08% No change 1,012 $367K
Tandem Wealth Advisors LLC 0.19% Add +1.6% 1,011 $367K
Gallacher Capital Management LLC 0.18% Add +6.1% 1,009 $366K
NTV Asset Management LLC 0.05% No change 1,005 $365K
Manchester Capital Management LLC 0.04% Reduce -69.6% 1,005 $365K
American Institute for Advanced Investment Management, LLP 0.27% No change 1,005 $365K
CWS Financial Advisors, LLC 0.12% No change 1,004 $364K
Ring Mountain Capital, LLC 0.24% — 1,003 $364K
Delta Capital Management LLC 0.21% No change 1,000 $363K
Challenger Wealth Management 0.31% — 1,000 $363K
Prodigy Asset Management LLC 0.31% — 1,000 $363K
Merrion Investment Management Co, LLC 0.25% No change 1,000 $363K
Miller Wealth Advisors, LLC 0.18% No change 1,000 $363K
Summit X, LLC 0.08% Reduce -12.7% 993 $361K
Basepoint Wealth LLC 0.29% Add +25.4% 996 $361K
Vestia Personal Wealth Advisors 0.30% Add +1.8% 996 $361K
Meridian Financial Partners LLC 0.19% No change 994 $361K
49 Wealth Management, LLC 0.05% Add +0.6% 994 $360K
Annex Advisory Services, LLC 0.01% Add +1.9% 993 $360K
Planning Alternatives Ltd. 0.06% Add +0.2% 989 $359K
Foster Dykema Cabot & Partners, LLC 0.03% No change 988 $358K
Nautilus Advisors LLC 0.29% — 988 $358K
Exchange Capital Management, Inc. 0.06% No change 986 $358K
Private Portfolio Partners LLC 0.07% Reduce -3.1% 982 $356K
Boston Partners 0.00% No change 981 $356K
Kelly Lawrence W & Associates Inc. 0.08% No change 979 $355K
Scientech Research LLC 0.10% Reduce -38.9% 978 $355K
Plante Moran Financial Advisors, LLC 0.03% Reduce -0.1% 977 $354K
Beddow Capital Management Inc. 0.15% Reduce -7.1% 975 $354K
Apexium Financial, LP 0.02% Reduce -9.0% 975 $354K
Wealthspire Retirement, LLC 0.03% Reduce -5.1% 974 $353K
Hutchens & Kramer Investment Management Group, LLC 0.19% Reduce -12.7% 973 $353K
GW Henssler & Associates Ltd. 0.02% No change 902 $353K
Commonwealth Financial Services, LLC 0.07% Add +0.9% 972 $353K
Master's Wealth Management Inc. 0.19% — 971 $352K
Partners Wealth Management, LLC 0.40% — 970 $352K
Burling Wealth Partners, LLC 0.07% — 970 $352K
Uniting Wealth Partners, LLC 0.17% — 969 $352K
Diametric Capital, LP 0.24% New 964 $350K
McIlrath & Eck, LLC 0.04% Add +3.2% 962 $349K
Jmac Enterprises LLC 0.05% Add +9.6% 960 $348K
First Interstate Bank 0.02% Reduce -0.9% 960 $348K
D.B. Root & Company, LLC 0.11% Add +1.5% 958 $348K
1620 Investment Advisors, Inc. 0.27% Add +2.0% 958 $347K
Palogic Value Management, L.P. 0.14% Add +1.6% 957 $347K
Leigh Baldwin & Co., LLC 0.29% — 955 $346K
XTX Topco Ltd 0.03% Reduce -94.0% 954 $346K
Clarendon Private LLC 0.36% — 953 $346K
JSF Financial, LLC 0.09% Add +50.6% 952 $345K
Central Valley Advisors, LLC 0.16% Add +6.7% 952 $345K
Mount Vernon Associates Inc. 0.27% No change 950 $345K
Heritage Financial Services, LLC 0.05% Add +4.6% 951 $345K
Abbot Financial Management, Inc. 0.17% No change 950 $345K
First United Bank & Trust 0.13% Reduce -3.4% 950 $345K
D'Orazio & Associates, Inc. 0.05% Add +12.3% 949 $344K
Rebalance, LLC 0.03% Add +14.8% 947 $344K
Keystone Financial Group 0.03% Add +0.1% 946 $343K
360 Financial, Inc. 0.12% No change 945 $343K
Baker Boyer National Bank 0.12% No change 945 $343K
Cyr Financial Inc. 0.31% New 941 $341K
Wealth Dimensions Group, Ltd. 0.08% Add +20.3% 941 $341K
Horan Capital Advisors, LLC. 0.11% No change 941 $341K
HTLF Bank 0.04% Reduce -21.1% 941 $341K
Magnolia Capital Advisors LLC 0.09% Add +13.1% 939 $341K
Key Client Fiduciary Advisors, LLC 0.15% Add +4.8% 939 $341K
Bingham Private Wealth, LLC 0.36% — 938 $340K
Wealth Management Nebraska 0.06% — 937 $340K
Wedgewood Investors Inc. 0.40% No change 933 $338K
Syntegra Private Wealth Group, LLC 0.04% New 932 $338K
Tortoise Investment Management, LLC 0.04% Reduce -16.3% 932 $338K
Maven Securities LTD 0.05% Reduce -25.9% 928 $337K
Centric Wealth Management 0.09% Reduce -0.5% 927 $336K
Angeles Wealth Management, LLC 0.03% Add +9.2% 927 $336K
Manchester Financial Inc. 0.07% Reduce -0.2% 927 $336K
Citizens & Northern Corp. 0.09% No change 925 $336K
Zions Bancorporation, N.A. 0.02% Add +9.2% 923 $335K
JB Capital LLC 0.02% Reduce -8.4% 922 $335K
Cohen & Steers, Inc. 0.00% Add +22.0% 921 $334K
Van Cleef Asset Management,Inc 0.04% No change 920 $334K
O'ROURKE & COMPANY, Inc 0.16% Reduce -13.1% 919 $334K
Embree Financial Group 0.06% Reduce -13.2% 915 $332K
Aventura Private Wealth, LLC 0.18% — 913 $331K
Canvas Wealth Advisors, LLC 0.08% Add +10.4% 913 $331K
Chase Investment Counsel Corp. 0.11% No change 914 $331K
James J. Burns & Company, LLC 0.06% Add +0.1% 911 $331K
Signature Resources Capital Management, LLC 0.30% Reduce -0.3% 912 $331K
Northstar Advisory Group, LLC 0.17% Reduce -1.3% 912 $331K
Laffer Tengler Investments, Inc. 0.08% Reduce -39.1% 912 $331K
Drake & Associates, LLC 0.09% Reduce -1.9% 906 $330K
Pettee Investors, Inc. 0.17% No change 908 $329K
American State Bank (Iowa) 0.20% Add +0.4% 907 $329K
Cook Wealth, LLC 0.15% No change 809 $329K
waypoint wealth counsel 0.21% Add +9.4% 905 $328K
Avantra Family Wealth, Inc. 0.31% — 905 $328K
Security National Bank of Sioux City Iowa 0.23% No change 904 $328K
HTG Investment Advisors, Inc. 0.15% No change 900 $327K
Foster Victor Wealth Advisors, LLC 0.03% Add +4.3% 846 $327K
Mullaney, Keating & Wright, Inc. 0.22% No change 900 $326K
Catalyst Funds Management Pty Ltd 0.08% Reduce -75.0% 900 $326K
Fragasso Financial Advisors Inc 0.02% Add +1.5% 899 $326K
City National Bank of Florida 0.30% — 899 $326K
Private Capital Management LLC 0.07% Reduce -4.8% 898 $326K
Smith Thornton Advisors LLC 0.21% Add +50.1% 896 $325K
Liberty Wealth Management LLC 0.05% Reduce -18.4% 894 $324K
Adero Partners, LLC 0.02% Add +13.5% 892 $324K
PCA Investment Advisory Services Inc. 0.15% No change 891 $323K
Kondo Wealth Advisors, Inc. 0.16% — 891 $323K
Chemistry Wealth Management LLC 0.08% Add +43.3% 891 $323K
Madison Wealth Partners, Inc 0.09% No change 888 $322K
Hamilton Capital, LLC 0.02% Reduce -0.1% 888 $322K
Stonebridge Financial Planning Group, LLC 0.14% Reduce -2.7% 887 $322K
Barlow Wealth Partners, LLC 0.04% Add +2.5% 857 $321K
Verus Financial Partners, Inc. 0.04% No change 914 $321K
Requisite Capital Management, LLC 0.07% New 884 $321K
Rede Wealth, LLC 0.12% Add +1.8% 884 $321K
Southland Equity Partners LLC 0.07% Add +2.0% 883 $320K
Old North State Trust, LLC 0.20% New 883 $320K
Concorde Asset Management, LLC 0.17% No change 880 $319K
Eclectic Associates Inc. 0.09% No change 880 $319K
Optiver Holding B.V. 0.01% New 880 $319K
Waterford Advisors, LLC 0.16% No change 877 $318K
WealthShield Partners, LLC 0.05% Reduce -21.6% 877 $318K
Capital Analysts, LLC 0.01% Add +2.3% 876 $318K
Adams Wealth Management 0.06% No change 876 $318K
CacheTech Inc. 0.06% No change 876 $318K
Wescott Financial Advisory Group, LLC 0.03% Add +5.8% 875 $317K
Wedge Capital Management L L P 0.01% No change 875 $317K
Capstone Wealth Management Group LLC 0.24% — 874 $317K
Hourglass Capital, LLC 0.09% No change 872 $316K
Luts & Greenleigh Group, Inc. 0.31% Reduce -0.3% 870 $316K
ROI Financial Advisors, LLC 0.21% Add +21.7% 869 $315K
Cullen Capital Management, LLC 0.00% Reduce -3.4% 869 $315K
Lodestar Private Asset Management LLC 0.04% Reduce -6.5% 867 $315K
Verum Partners LLC 0.09% Add +1.1% 866 $314K
Revisor Wealth Management LLC 0.29% Reduce -28.3% 866 $313K
Holland Advisory Services, Inc. 0.41% Add +0.1% 863 $313K
LMR Partners LLP 0.01% Add +43000.0% 862 $313K
Black Diamond Financial, LLC 0.05% Reduce -10.2% 858 $311K
Crown Wealth Group, LLC 0.13% Add +1.8% 854 $310K
Griffith & Werner, Inc. 0.20% — 854 $310K
Schaper Benz & Wise Investment Counsel Inc. 0.02% No change 852 $309K
Dechtman Wealth Management, LLC 0.06% Add +29.1% 852 $309K
10Elms LLP 0.39% — 852 $309K
Financial Council, LLC 0.16% No change 850 $308K
Northwest Financial Advisors 0.25% No change 850 $308K
Sabal Trust CO 0.02% Reduce -5.6% 849 $308K
Headinvest, LLC 0.06% Reduce -5.6% 846 $307K
WMG Financial Advisors, LLC 0.13% Reduce -0.6% 844 $306K
Mayfair Advisory Group, LLC 0.18% Reduce -3.4% 843 $306K
M.E. Allison & Co., Inc. 0.34% — 843 $306K
Ellenbecker Investment Group 0.05% Add +0.1% 840 $305K
Brightwater Advisory LLC 0.24% Add +0.1% 840 $305K
PCG Asset Management, LLC 0.27% — 840 $305K
South Street Advisors LLC 0.05% Reduce -41.7% 840 $305K
Apella Capital, LLC 0.01% Add +5.8% 838 $304K
Grant Private Wealth Management Inc 0.33% — 837 $304K
True Wealth Design, LLC 0.12% Reduce -1.4% 835 $303K
Jag Capital Management, LLC 0.04% Add +7.3% 834 $303K
One Charles Private Wealth Services, LLC 0.10% No change 834 $302K
Clientfirst Wealth Management, LLC 0.30% — 827 $300K
Blodgett Wealth Advisors, LLC 0.24% No change 826 $300K
Encompass Wealth Advisors, LLC 0.12% Add +0.4% 826 $300K
Bouchey Financial Group, Ltd. 0.03% Add +1.9% 826 $300K
Ewa, LLC 0.11% Reduce -0.1% 823 $299K
Crestmont Private Wealth LLC 0.13% Reduce -14.6% 823 $299K
Alpine Woods Capital Investors, LLC 0.06% No change 821 $298K
Orion Capital Management LLC 0.13% No change 820 $297K
Cerro Pacific Wealth Advisors LLC 0.10% Add +0.7% 760 $297K
Crews Bank & Trust 0.05% — 819 $297K
CAP Partners, LLC 0.21% Add +0.4% 816 $296K
Bright Financial Advisors, Inc. 0.19% No change 815 $296K
CFO4Life Group, LLC 0.05% Reduce -0.4% 814 $295K
Laraway Financial Advisors Inc 0.23% New 813 $295K
Freedom Financial Partners LLC 0.14% — 812 $295K
Pekin Hardy Strauss, Inc. 0.04% Add +1.3% 810 $294K
PMG Wealth Management, Inc. 0.27% — 810 $294K
DecisionMap Wealth Management, LLC 0.23% — 809 $293K
Shufro Rose & Co. LLC 0.02% Reduce -19.9% 805 $292K
Veltria Advisors Corp. 0.12% Add +7.8% 804 $292K
Cannon Wealth Management Services, LLC 0.25% Add +2.8% 805 $291K
Walkner Condon Financial Advisors LLC 0.06% Reduce -17.8% 802 $291K
McLean Asset Management Corp 0.09% Add +8.8% 801 $290K
Axim Planning & Wealth 0.31% Reduce -2.0% 800 $290K
MBA Advisors LLC 0.15% Reduce -46.9% 799 $290K
Grantvest Financial Group LLC 0.32% — 797 $289K
Sightline Wealth Advisors, LLC 0.16% No change 797 $289K
CMT Capital Markets Trading GmbH 0.17% New 798 $289K
Acorns Advisers, LLC 0.00% Add +33.3% 797 $289K
Peterson Wealth Advisors, LLC 0.05% Reduce -21.4% 792 $288K
Keebeck Wealth Management 0.04% Add +16.3% 793 $288K
Rothschild Capital Partners, LLC 0.07% New 790 $287K
First PREMIER Bank 0.07% No change 790 $286K
TrueWealth Advisors, LLC 0.10% Reduce -52.4% 788 $286K
Ballew Advisors, Inc 0.18% Reduce -0.5% 787 $285K
Red Mountain Financial, LLC 0.31% Reduce -1.5% 786 $285K
Disciplined Investments, LLC 0.14% Add +0.8% 785 $285K
McDonald Partners LLC 0.07% No change 784 $284K
Calydon Capital 0.06% Add +7.8% 784 $284K
American Trust 0.02% Reduce -7.1% 784 $284K
Phillips Wealth Planners LLC 0.28% Reduce -3.0% 810 $284K
Houlihan Financial Resource Group, Ltd. 0.12% Add +3.3% 779 $283K
Safe Harbor Fiduciary, LLC 0.29% No change 777 $282K
Baron Silver Stevens Financial Advisors, LLC 0.05% New 773 $280K
Cutter & CO Brokerage, Inc. 0.07% No change 772 $280K
Sand Hill Global Advisors, LLC 0.01% No change 772 $280K
Holistic Financial Partners 0.14% Add +0.3% 771 $280K
USA Financial Formulas 0.04% Reduce -10.6% 771 $280K
Leibman Financial Services, Inc. 0.20% Add +3.5% 770 $279K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.04% No change 770 $279K
TFR Capital, LLC. 0.14% — 768 $279K
Baxter Bros Inc. 0.04% No change 766 $278K
Atala Financial Inc 0.19% — 765 $278K
Intrepid Capital Management Inc. 0.17% No change 763 $277K
MPS Loria Financial Planners, LLC 0.08% Add +0.4% 763 $277K
Brandywine Oak Private Wealth LLC 0.03% Add +0.1% 761 $276K
Park Square Financial Group, LLC 0.19% — 758 $275K
Arcus Capital Partners, LLC 0.09% Reduce -0.4% 750 $275K
Parisi Gray Wealth Management 0.09% No change 757 $275K
Drum Hill Capital, LLC 0.34% — 755 $274K
Mirador Capital Partners LP 0.05% Reduce -1.9% 755 $274K
General Partner, Inc. 0.16% No change 752 $273K
Millennium Capital Advisors, LLC 0.19% No change 750 $272K
Pingora Partners LLC 0.18% No change 750 $272K
Elk River Wealth Management LLC 0.05% No change 750 $272K
Westside Investment Management, Inc. 0.06% No change 749 $272K
Chico Wealth RIA 0.24% Reduce -18.1% 749 $272K
May Hill Capital, LLC 0.11% — 749 $272K
Hurlow Wealth Management Group, Inc. 0.08% No change 747 $271K
Annis Gardner Whiting Capital Advisors, LLC 0.08% Add +2.3% 746 $271K
Financial Enhancement Group LLC 0.04% New 745 $270K
Fidelity D & D Bancorp Inc. 0.18% Add +29.0% 743 $270K
Ifrah Financial Services, Inc. 0.07% Reduce -4.3% 741 $269K
Destination Wealth Management 0.01% Reduce -13.2% 741 $269K
Fortitude Advisory Group L.L.C. 0.16% Add +6.2% 741 $269K
Broadleaf Partners, LLC 0.06% Reduce -2.6% 740 $268K
Forza Wealth Management, LLC 0.12% Add +3.5% 738 $268K
WNY Asset Management, LLC 0.03% Reduce -1.3% 738 $268K
Dorsey Wright & Associates 0.06% Reduce -0.9% 736 $267K
Colonial River Investments, LLC 0.13% Add +0.1% 735 $267K
Dahring | Cusmano LLC 0.24% — 733 $266K
Cheviot Value Management, LLC 0.05% Reduce -7.0% 733 $266K
Fortress Private Ledger, LLC 0.16% — 732 $266K
HF Advisory Group, LLC 0.12% Reduce -1.6% 731 $265K
Websterrogers Financial Advisors, LLC 0.09% No change 730 $265K
Cascade Financial Partners, LLC 0.03% No change 730 $265K
MKT Advisors LLC 0.12% Add +0.1% 684 $264K
Howard Bailey Securities, LLC 0.10% New 728 $264K
Clare Market Investments LLC 0.06% Reduce -19.9% 728 $264K
Daner Wealth Management, LLC 0.19% — 703 $264K
Monterey Private Wealth, Inc. 0.09% No change 727 $264K
Piedmont Capital Management, LLC 0.16% No change 732 $264K
Global Financial Private Client, LLC 0.10% Add +1.4% 726 $263K
First International Bank & Trust 0.09% Reduce -2.7% 725 $263K
FSM Wealth Advisors, LLC 0.06% Add +3.8% 688 $262K
Heritage Wealth Partners, LLC 0.33% Reduce -56.2% 720 $261K
Hyperion Capital Advisors LP 0.13% No change 720 $261K
MBE Wealth Management, LLC 0.15% Add +36.3% 717 $260K
Castle Rock Wealth Management, LLC 0.06% No change 736 $260K
Bremer Bank National Association 0.05% Reduce -27.2% 717 $260K
Riverbend Wealth Management, LLC 0.23% — 711 $260K
Gallagher Fiduciary Advisors, LLC 0.05% Add +22.0% 716 $260K
HBW Advisory Services LLC 0.03% Add +1.0% 716 $260K
Trilogy Capital Inc. 0.01% Reduce -2.5% 714 $259K
Family Capital Management, Inc. 0.16% Add +30.8% 714 $259K
Purkiss Capital Advisors LLC 0.22% — 714 $259K
Roberts Glore & Co. Inc. 0.08% No change 714 $259K
Ulland Investment Advisors, LLC 0.18% No change 715 $259K
Capital Markets Trading UK LLP 0.15% Add +15.1% 715 $259K
Ipsen Advisor Group LLC 0.22% — 713 $259K
Dover Advisors, LLC 0.15% No change 712 $258K
Enclave Advisors LLC 0.04% No change 712 $258K
Tilia Fiduciary Partners, Inc. 0.18% No change 711 $258K
Lynch & Associates 0.06% Add +0.3% 710 $258K
Sageworth Trust Co 0.02% No change 710 $258K
Maple Capital Management, Inc. 0.02% Reduce -5.8% 709 $257K
Causey Wealth LLC 0.15% — 709 $257K
Geneva Partners, LLC 0.10% No change 707 $256K
Orgel Wealth Management, LLC 0.01% No change 706 $256K
Eubel Brady & Suttman Asset Management Inc. 0.04% Add +0.1% 705 $256K
JARISLOWSKY, FRASER Ltd 0.00% No change 705 $256K
Alerus Financial NA 0.02% Reduce -0.8% 704 $255K
Trivium Point Advisory, LLC 0.03% New 703 $255K
Roehl & Yi Investment Advisors, LLC 0.14% — 703 $255K
Klingman & Associates, LLC 0.02% Add +4.5% 703 $255K
Strategic Financial Concepts, LLC 0.05% Add +12.1% 702 $255K
Florida Financial Advisors, LLC 0.11% Add +19.2% 701 $254K
Bravias Capital Group, LLC 0.21% — 684 $254K
Integras Partners LLC 0.23% — 700 $254K
Meritas Wealth Management, LLC 0.15% No change 700 $254K
Core Wealth Partners LLC 0.15% No change 700 $254K
Stone Run Capital, LLC 0.10% No change 700 $254K
Knollwood Investment Advisory, LLC 0.03% No change 700 $254K
Two Sigma Advisers, LP 0.00% Reduce -12.5% 700 $254K
Paces Ferry Wealth Advisors, LLC 0.12% Reduce -2.9% 700 $254K
Sylvest Advisors, LLC 0.16% — 698 $253K
Claret Asset Management Corp 0.04% Add +0.6% 698 $253K
Gemmer Asset Management LLC 0.02% Add +1.0% 697 $253K
Chatham Capital Group, Inc. 0.04% No change 696 $252K
Certified Advisory Corp 0.03% Add +0.3% 696 $252K
Clay Northam Wealth Management, LLC 0.16% Add +0.9% 695 $252K
Legacy Edge Advisors, LLC 0.04% Reduce -1.6% 692 $251K
Jump Financial, LLC 0.01% Reduce -3.0% 692 $251K
Marotta Asset Management 0.05% Reduce -0.1% 696 $250K
Brady Family Wealth, LLC 0.08% No change 688 $250K
BIP Wealth, LLC 0.02% Reduce -6.0% 688 $249K
Ables, Iannone, Moore & Associates, Inc. 0.15% No change 687 $249K
Balentine LLC 0.01% Reduce -79.6% 686 $249K
Granite FO LLC 0.14% No change 685 $248K
Seeds Investor LLC 0.07% Add +0.4% 684 $248K
AssuredPartners Investment Advisors, LLC 0.05% — 683 $248K
Physician Wealth Advisors, Inc. 0.04% No change 683 $248K
Pioneer Trust Bank N A 0.06% No change 683 $248K
Pacific Center for Financial Services 0.06% Add +0.4% 683 $248K
Omnia Family Wealth, LLC 0.10% Add +3.0% 682 $247K
First Bank & Trust 0.05% Reduce -3.8% 682 $247K
Maia Wealth LLC 0.05% New 625 $247K
Valtinson Bruner Financial Planning LLC 0.09% Add +0.7% 680 $247K
Angeles Investment Advisors, LLC 0.01% Reduce -3.4% 679 $246K
Kolinsky Wealth Management, LLC 0.15% Add +2.9% 675 $245K
Werba Rubin Papier Wealth Management 0.06% Reduce -9.9% 673 $244K
Breed's Hill Capital LLC 0.13% New 671 $243K
KWB Wealth 0.03% No change 620 $242K
Wagner Wealth Management, LLC 0.06% Add +4.0% 668 $242K
Revolve Wealth Partners, LLC 0.04% Add +4.4% 665 $241K
Obermeyer Wealth Partners 0.01% Reduce -86.2% 665 $241K
KOM Wealth Management Group, LLC 0.18% Add +0.1% 664 $241K
Planned Solutions, Inc. 0.10% Add +0.6% 663 $241K
Boomfish Wealth Group, LLC 0.15% Add +15.9% 663 $241K
Patron Partners, LLC 0.13% Add +6.8% 663 $241K
Invst, LLC 0.03% Add +1.8% 663 $240K
Ashton Thomas Securities, LLC 0.07% Add +16.6% 655 $240K
Blue Capital, Inc. 0.17% — 661 $240K
Vigilare Wealth Management 0.10% No change 661 $240K
Capital Market Strategies LLC 0.14% Add +1.4% 661 $240K
Advantage Trust Co 0.14% No change 660 $239K
Altfest L J & Co. Inc. 0.03% Add +0.3% 659 $239K
OMC Financial Services LTD 0.10% No change 655 $238K
Uhlmann Price Securities, LLC 0.18% No change 655 $238K
Cambridge Financial Group, LLC 0.10% Reduce -18.5% 653 $237K
Up Strategic Wealth Investment Advisors LLC 0.24% New 653 $237K
Delta Financial Advisors LLC 0.09% No change 653 $237K
Glass Jacobson Investment Advisors llc 0.08% No change 651 $236K
Nia Impact Advisors, LLC 0.08% No change 651 $236K
Altus Wealth Group LLC 0.10% Add +0.1% 651 $236K
Sulzberger Capital Advisors, Inc. 0.27% — 650 $236K
Aspetuck Financial Management LLC 0.18% — 650 $236K
Barnes Pettey Financial Advisors, LLC 0.18% No change 650 $236K
Kera Capital Partners, Inc. 0.07% — 650 $236K
Prelude Capital Management, LLC 0.02% New 650 $236K
GEM Asset Management, LLC 0.13% No change 648 $235K
Brady Martz Wealth Solutions, LLC 0.06% — 633 $235K
Aviance Capital Partners, LLC 0.03% No change 648 $235K
New Jersey Better Educational Savings Trust 0.45% No change 647 $235K
Opinicus Capital, Inc. 0.20% Reduce -1.8% 647 $235K
Aldebaran Financial Inc. 0.27% Reduce -1.8% 645 $234K
Personal Cfo Solutions, LLC 0.05% Reduce -54.4% 645 $234K
Coordinated Financial Services, Inc. 0.19% — 645 $234K
Arbor Investment Advisors, LLC 0.03% No change 645 $234K
Global Assets Advisory, LLC 0.13% Reduce -14.5% 650 $234K
ERn Financial, LLC 0.04% Add +14.6% 645 $234K
Semus Wealth Partners LLC 0.15% Reduce -0.2% 644 $234K
Optima Capital LLC 0.16% — 644 $234K
LifeWealth Investments, LLC 0.15% — 644 $234K
Transce3nd, LLC 0.08% — 641 $233K
Morton Capital Management LLC 0.04% No change 640 $232K
ORBA Wealth Advisors, L.L.C. 0.12% Add +0.3% 640 $232K
Eagle Capital Management, LLC 0.09% No change 639 $232K
Argentarii, LLC 0.12% — 639 $232K
Texas Bank & Trust Co 0.10% — 638 $231K
Octavia Wealth Advisors, LLC 0.03% Add +0.5% 638 $231K
West Wealth Group, LLC 0.07% New 635 $230K
Pinnacle Bancorp, Inc. 0.07% Reduce -2.3% 634 $230K
Inspirion Wealth Advisors, LLC 0.03% No change 631 $229K
Waterloo Capital, L.P. 0.02% New 632 $229K
Peddock Capital Advisors, LLC 0.05% No change 630 $229K
Bush Investment Group, LLC 0.18% No change 630 $229K
Talisman Wealth Advisors LLC 0.24% Reduce -2.9% 630 $228K
BXM Wealth LLC 0.32% — 629 $228K
Stonehaven Wealth & Tax Solutions, LLC 0.25% — 629 $228K
Buffington Mohr McNeal 0.04% No change 625 $227K
Aveo Capital Partners, LLC 0.02% Reduce -4.6% 625 $227K
Sterling Investment Counsel, LLC 0.15% Reduce -39.9% 625 $227K
Optimize Financial Inc. 0.17% — 624 $226K
Northwest Bank & Trust Co 0.17% No change 557 $226K
Integrity Wealth Solutions LLC 0.13% No change 621 $225K
Red Wave Investments LLC 0.08% No change 620 $225K
Doheny Asset Management 0.17% No change 621 $225K
Bourne Lent Asset Management Inc. 0.09% No change 618 $224K
Strategic Financial Services, Inc. 0.01% No change 615 $223K
Pennington Partners & Co., LLC 0.11% — 614 $223K
Wealthcare Capital Partners, LLC 0.12% — 614 $223K
Salomon & Ludwin, LLC 0.02% No change 614 $223K
Mosaic Family Wealth Partners, LLC 0.03% New 611 $222K
Capital Counsel LLC 0.01% No change 611 $222K
Strategic Advocates LLC 0.07% New 611 $222K
Symmetry Partners, LLC 0.03% Reduce -23.4% 610 $221K
Baltimore-Washington Financial Advisors, Inc. 0.01% No change 610 $221K
Capital City Trust Co. 0.06% New 610 $221K
Significant Wealth Partners LLC 0.11% New 609 $221K
PGIM Custom Harvest LLC 0.00% Add +7.0% 608 $221K
Unison Asset Management LLC 0.11% No change 606 $220K
TigerOak Management, L.L.C. 0.08% — 606 $220K
Encompass More Asset Management 0.07% Add +5.0% 605 $220K
Carlson Capital Management 0.01% New 604 $219K
Vestmark Advisory Solutions, Inc. 0.01% New 604 $219K
LongView Wealth Management 0.07% Reduce -7.7% 602 $218K
Weybosset Research & Management LLC 0.07% No change 600 $218K
Tolleson Wealth Management, Inc. 0.04% No change 600 $218K
Three Magnolias Financial Advisors, LLC 0.23% — 600 $218K
Next Level Wealth Planning, LLC 0.17% — 600 $218K
Smith Group Asset Management, LLC 0.02% No change 600 $218K
GK Wealth Management LLC 0.28% — 598 $217K
PAX Financial Group, LLC 0.04% Reduce -40.1% 598 $217K
XY Capital Ltd 0.24% New 598 $217K
Pure Portfolios Holdings LLC 0.08% Reduce -7.7% 596 $216K
Collective Family Office LLC 0.06% Reduce -0.5% 596 $216K
Palisades Hudson Asset Management, L.P. 0.09% No change 595 $216K
Hall Capital Management Co. Inc. 0.10% — 595 $216K
Integral Investment Advisors, Inc. 0.07% Reduce -11.1% 595 $216K
Meritage Portfolio Management 0.01% Reduce -3.9% 595 $216K
Fiera Capital Corp 0.00% New 595 $216K
EWG Elevate Inc. 0.07% New 594 $216K
Warren Street Wealth Advisors, LLC 0.09% Add +1.0% 594 $215K
Northeast Financial Consultants Inc 0.01% No change 592 $215K
Cushing Capital Partners, LLC 0.21% — 591 $214K
Abel Hall, LLC 0.14% Add +2.6% 590 $214K
GAMCO Investors 0.00% Add +8.9% 588 $213K
Piscataqua Savings Bank 0.18% No change 586 $213K
BCO Wealth Management LLC 0.18% — 585 $212K
Prairie Sky Financial Group LLC 0.13% No change 585 $212K
Lincoln Capital Corp. 0.09% Add +11.0% 585 $212K
DKM Wealth Management, Inc. 0.20% — 585 $212K
RW Investment Management LLC 0.03% Reduce -9.9% 584 $212K
Beaird Harris Wealth Management, LLC 0.02% Add +10.2% 583 $211K
Nova R Wealth, Inc. 0.11% No change 582 $211K
Hollow Brook Wealth Management LLC 0.06% No change 582 $211K
KPP Advisory Services LLC 0.05% Reduce -1.4% 582 $211K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.05% New 581 $211K
RFG Holdings, Inc. 0.07% Reduce -2.7% 580 $210K
GGM Financial LLC 0.22% New 580 $210K
Lifelong Wealth Advisors, Inc. 0.09% — 579 $210K
Cherrydale Wealth Management, LLC 0.08% No change 579 $210K
Yarger Wealth Strategies, LLC 0.12% Add +2.5% 578 $210K
Human Investing LLC 0.04% Reduce -0.5% 576 $209K
Hilltop Partners LLC 0.07% Reduce -5.0% 576 $209K
Helium Advisors LLC 0.17% — 575 $209K
KDT Advisors, LLC 0.31% — 575 $209K
Orion Investment Co 0.08% No change 575 $209K
TCP Asset Management, LLC 0.05% No change 575 $209K
Brass Tax Wealth Management, Inc. 0.04% Reduce -3.4% 574 $208K
Joseph P. Lucia & Associates, LLC 0.09% Add +4.0% 572 $208K
Bond & Devick Financial Network, Inc. 0.09% No change 528 $207K
Renasant Bank 0.13% Add +0.2% 569 $206K
Motive Wealth Advisors 0.11% New 568 $206K
PrairieView Partners, LLC 0.02% Add +0.2% 569 $206K
Citizens Business Bank 0.05% Reduce -63.6% 567 $206K
EPG Wealth Management LLC 0.05% Add +0.3% 566 $205K
Ameliora Wealth Management Ltd. 0.08% Add +13.0% 565 $205K
ProVise Management Group, LLC 0.02% Reduce -54.6% 565 $205K
TradeWell Securities, LLC. 0.11% — 564 $205K
Renaissance Investment Group LLC 0.04% No change 563 $204K
Correct Capital Wealth Management 0.04% No change 563 $204K
Financial Management Professionals, Inc. 0.03% Add +34.4% 563 $204K
W1M Investment Management Ltd 0.00% New 562 $204K
Great Diamond Partners, LLC 0.05% Add +6.2% 562 $204K
Client 1ST Advisory Group, LLC 0.08% No change 559 $203K
Unique Wealth, LLC 0.04% Add +1.1% 557 $202K
WoodTrust Financial Corp 0.03% Reduce -1.6% 556 $202K
PKS Advisory Services, LLC 0.05% — 556 $202K
Princeton Global Asset Management LLC 0.04% No change 555 $201K
Borer Denton & Associates, Inc. 0.07% No change 553 $201K
BlackDiamond Wealth Management, LLC 0.12% New 553 $200K
Jacobsen Capital Management 0.09% Add +0.2% 552 $200K
Prasad Wealth Partners, LLC 0.06% — 552 $200K
Wingate Wealth Advisors, Inc. 0.19% — 546 $198K
Main Street Group, LTD 0.08% Add +0.2% 534 $193K
JTC Employer Solutions Trustee Ltd 0.01% Reduce -43.5% 520 $188K
IAG Wealth Partners, LLC 0.03% Add +374.3% 517 $188K
Hemington Wealth Management 0.05% Add +8.3% 512 $185K
Dakota Community Bank & Trust NA 0.88% Add +3.0% 508 $184K
Wintrust Investments LLC 0.16% Reduce -45.2% 504 $183K
Parvin Asset Management, LLC 0.20% — 500 $181K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% Add +17.9% 495 $180K
Riverview Trust Co 0.16% No change 494 $179K
Avion Wealth 0.05% Add +70.5% 491 $177K
Centricity Wealth Management, LLC 0.16% — 482 $175K
BOK Financial Private Wealth, Inc. 0.01% Reduce -60.6% 482 $175K
West Branch Capital LLC 0.06% No change 481 $174K
IMG Wealth Management, Inc. 0.16% — 478 $173K
Cape Investment Advisory, Inc. 0.07% Add +6.3% 471 $171K
C M Bidwell & Associates Ltd. 0.10% No change 468 $170K
Frazier Financial Advisors, LLC 0.13% Reduce -2.1% 467 $170K
Avalon Trust Co 0.01% No change 467 $169K
Stephens Consulting, LLC 0.04% Reduce -18.3% 450 $163K
Coppell Advisory Solutions LLC 0.02% Reduce -10.8% 447 $163K
Medallion Wealth Advisors, LLC 0.08% — 461 $163K
AllSquare Wealth Management LLC 0.09% No change 448 $163K
Hopwood Financial Services, Inc. 0.12% — 448 $162K
Cherry Tree Wealth Management, LLC 0.04% No change 445 $161K
Briaud Financial Planning Inc 0.07% Add +3.0% 446 $161K
Rowlandmiller & Partners.adv 0.03% No change 431 $156K
Bank of New Hampshire 0.04% No change 428 $155K
Capstone Investment Advisors, LLC 0.00% Reduce -57.3% 428 $155K
Tradewinds Capital Management, LLC 0.04% No change 427 $155K
Caitong International Asset Management Co., Ltd 0.15% — 427 $155K
Nordwand Advisors, LLC 0.06% No change 420 $152K
Trust Co 0.02% No change 419 $152K
Financial Freedom, LLC 0.08% No change 410 $149K
North Ridge Wealth Advisors, Inc. 0.10% New 400 $145K
Birchbrook, Inc. 0.08% No change 400 $145K
Providence First Trust Co 0.05% New 390 $141K
Bear Mountain Capital, Inc. 0.05% No change 345 $140K
Globeflex Capital L P 0.01% No change 386 $140K
Ruedi Wealth Management, Inc. 0.04% No change 384 $139K
Duncker Streett & Co. Inc. 0.03% Add +7.6% 383 $139K
Motco 0.01% Reduce -6.1% 382 $139K
Bruce G. Allen Investments, LLC 0.11% Reduce -19.4% 375 $136K
Bell Investment Advisors, Inc 0.03% Add +1.1% 372 $135K
Mizuho Securities Co. Ltd. 2.03% Reduce -80.8% 370 $134K
Stuart Chaussee & Associates, Inc. 0.03% New 370 $134K
Covestor Ltd 0.08% Reduce -4.7% 368 $134K
Catalyst Capital Advisors LLC 0.00% Add +626.0% 363 $132K
Cetera Trust Company, N.A 0.08% No change 359 $130K
HighMark Wealth Management LLC 0.07% No change 352 $128K
FSA Wealth Management LLC 0.05% Reduce -28.4% 350 $127K
Virtus Investment Advisers, LLC 0.10% Reduce -42.6% 350 $127K
Center for Financial Planning, Inc. 0.02% No change 350 $127K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +117.6% 346 $126K
Eagle Bay Advisors LLC 0.08% Reduce -26.6% 344 $125K
Fairway Wealth LLC 0.06% New 342 $124K
Clark Wealth Partners 0.09% — 333 $121K
Sierra Ocean, LLC 0.10% — 323 $117K
Carolinas Wealth Consulting LLC 0.02% Reduce -1.8% 321 $116K
Future Financial Wealth Managment LLC 0.08% No change 319 $116K
Pathway Financial Advisers, LLC 0.04% Reduce -99.7% 319 $116K
Strategic Investment Solutions, Inc. 0.04% Add +14.6% 378 $115K
Kapitalo Investimentos Ltda 0.08% Reduce -46.3% 316 $115K
Graney & King, LLC 0.08% — 308 $112K
Atticus Wealth Management, LLC 0.03% Reduce -1.3% 306 $111K
Coston, McIsaac & Partners 0.03% Reduce -8.7% 306 $111K
Winthrop Capital Management, LLC 0.03% New 304 $110K
Bfsg, LLC 0.01% Reduce -4.4% 303 $110K
Synergy Investment Management, LLC 0.05% — 300 $109K
Evelyn Partners Investment Management (Europe) Ltd 0.04% — 300 $109K
Global Wealth Strategies & Associates 0.03% Add +81.7% 298 $108K
Morton Brown Family Wealth, LLC 0.04% No change 290 $105K
Darwin Wealth Management, LLC 0.04% Reduce -35.8% 289 $105K
Putney Financial Group LLC 0.09% — 278 $101K
Caitlin John, LLC 0.07% Reduce -6.5% 275 $100K
Wood Tarver Financial Group, LLC 0.03% — 273 $99K
Cassady Schiller Wealth Management, LLC 0.04% Add +10.1% 273 $99K
Centennial Bank 0.04% No change 261 $95K
Bay Harbor Wealth Management, LLC 0.03% Add +3.6% 260 $94K
Hurley Capital, LLC 0.08% — 256 $94K
Delos Wealth Advisors, LLC 0.07% No change 257 $93K
Meeder Asset Management Inc. 0.01% Add +223.1% 252 $91K
Pin Oak Investment Advisors Inc. 0.08% No change 232 $91K
Kiely Wealth Advisory Group, Inc. 0.06% No change 250 $91K
St. Johns Investment Management Company, LLC 0.04% No change 250 $91K
GoalVest Advisory LLC 0.02% No change 250 $91K
Horizons Wealth Management 0.07% Reduce -0.4% 249 $90K
GW&K Investment Management, LLC 0.00% Add +4.7% 247 $90K
Sachetta, LLC 0.03% Add +1.7% 240 $87K
JNBA Financial Advisors 0.01% Reduce -2.9% 239 $87K
Kings Path Partners LLC 0.04% No change 237 $86K
Fourth Dimension Wealth, LLC 0.04% — 236 $86K
SOA Wealth Advisors, LLC. 0.02% Add +49.4% 233 $85K
Barrett & Company, Inc. 0.04% No change 231 $84K
Cornerstone Planning Group LLC 0.02% Add +2.9% 212 $84K
Tsfg, LLC 0.02% Reduce -56.7% 229 $83K
Financial Life Planners 0.07% — 228 $83K
Creative Capital Management Investments LLC 0.03% No change 228 $83K
Founders Capital Management 0.05% No change 227 $82K
Horrell Capital Management, Inc. 0.02% No change 226 $82K
Bray Capital Advisors 0.02% No change 224 $81K
Moser Wealth Advisors, LLC 0.04% No change 220 $80K
Abound Wealth Management 0.03% Add +3.3% 219 $79K
Comprehensive Financial Planning, Inc. 0.07% — 218 $79K
Clean Yield Group 0.03% Reduce -13.2% 218 $79K
Canton Hathaway, LLC 0.02% No change 217 $79K
Centerpoint Advisors, LLC 0.03% Reduce -36.8% 215 $78K
Marshall & Sterling Wealth Advisors Inc. 0.05% — 215 $78K
Atlantic Private Wealth, LLC 0.06% Add +0.5% 213 $77K
Evelyn Partners Investment Management Services Ltd 0.01% — 213 $77K
Oliver Lagore Vanvalin Investment Group 0.02% Reduce -1.4% 212 $77K
Highline Wealth Partners LLC 0.03% Add +779.2% 211 $77K
REAP Financial Group, LLC 0.02% Reduce -10.6% 210 $76K
Dunhill Financial, LLC 0.03% Add +21.3% 205 $75K
Redwood Park Advisors LLC 0.06% — 204 $74K
Capital Advisors, Ltd. LLC 0.01% Add +0.5% 200 $73K
Broadwater Capital Management LLC 0.06% No change 200 $73K
Kieckhefer Group LLC 0.04% — 200 $73K
Chelsea Counsel Co. 0.04% No change 200 $73K
Morgan Dempsey Capital Management LLC 0.03% No change 200 $73K
Estabrook Capital Management 0.01% No change 200 $73K
TCTC Holdings, LLC 0.00% Add +96.0% 196 $71K
Godsey & Gibb, Inc. 0.01% Reduce -68.1% 193 $70K
Wolff Wiese Magana LLC 0.05% No change 191 $69K
WPG Advisers, LLC 0.06% — 191 $69K
New England Capital Financial Advisors LLC 0.03% No change 189 $69K
Capula Management Ltd 0.00% Add +71.8% 189 $69K
Capital A Wealth Management, LLC 0.11% — 186 $68K
Rakuten Securities, Inc. 0.03% Add +20.3% 184 $67K
Quest 10 Wealth Builders, Inc. 0.07% — 181 $66K
HBC Financial Services, PLLC 0.04% No change 168 $61K
Pineridge Advisors LLC 0.02% Add +43.6% 168 $61K
Murphy & Mullick Capital Management Corp 0.05% — 164 $59K
High Note Wealth, LLC 0.02% New 164 $59K
WFA Asset Management Corp 0.03% Reduce -3.0% 160 $58K
Tacita Capital Inc 0.04% Reduce -38.6% 159 $58K
Compass Wealth Management LLC 0.01% No change 159 $58K
Banque de Luxembourg S.A. 0.03% — 157 $57K
Hoese & Co LLP 0.05% New 157 $57K
Midwest Capital Advisors, LLC 0.04% — 152 $55K
Private Wealth Management Group, LLC 0.02% Reduce -5.6% 151 $55K
Iron Horse Wealth Management, LLC 0.02% Add +7.3% 146 $53K
TruNorth Capital Management, LLC 0.01% No change 145 $53K
Silicon Valley Capital Partners 0.01% Add +0.7% 144 $52K
Mark Sheptoff Financial Planning, LLC 0.03% Add +7.6% 142 $52K
Bellwether Advisors, LLC 0.01% New 140 $51K
Valued Wealth Advisors LLC 0.03% Reduce -55.5% 139 $50K
Syntax Research, Inc. 0.04% No change 138 $50K
Headlands Technologies LLC 0.01% New 138 $50K
DiNuzzo Private Wealth, Inc. 0.01% No change 137 $50K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 136 $49K
Mizuho Bank, Ltd. 0.01% New 130 $47K
Lavaca Capital LLC 0.02% New 127 $46K
CGC Financial Services, LLC 0.02% No change 126 $46K
Riggs Asset Managment Co. Inc. 0.01% Add +0.8% 125 $45K
Tucker Asset Management LLC 0.01% No change 123 $45K
Millstone Evans Group, LLC 0.03% — 120 $44K
Trivant Custom Portfolio Group, LLC 0.02% Add +130.0% 115 $42K
Park Place Capital Corp 0.01% No change 113 $41K
Mattson Financial Services, LLC 0.01% New 100 $39K
Bellevue Asset Management, LLC 0.02% No change 106 $39K
West Financial Advisors, LLC 0.01% No change 103 $37K
Elevation Wealth Partners, LLC 0.02% No change 102 $37K
Northwest Capital Management Inc 0.02% No change 101 $37K
Financial Network Wealth Advisors LLC 0.07% Reduce -84.1% 100 $36K
Twin Lakes Capital Management, LLC 0.02% No change 100 $36K
Kimelman & Baird, LLC 0.00% No change 100 $36K
Albion Financial Group 0.00% Add +334.8% 100 $36K
Fairscale Capital, LLC 0.03% No change 99 $36K
MPWM Advisory Solutions, LLC 0.03% — 99 $36K
Whipplewood Advisors, LLC 0.02% — 99 $36K
Quarry LP 0.01% New 97 $35K
Cedar Mountain Advisors, LLC 0.01% Reduce -12.0% 95 $35K
Retirement Wealth Solutions LLC 0.03% — 96 $34K
Lowe Wealth Advisors, LLC 0.01% Add +21.1% 92 $33K
Atlas Capital Advisors Inc. 0.00% Reduce -43.8% 91 $33K
Investment Management Corp. /Va/ 0.03% — 91 $33K
DB Fitzpatrick & Co, Inc 0.03% No change 88 $32K
Noble Wealth Management PBC 0.02% — 86 $31K
Evergreen Private Wealth LLC 0.01% No change 80 $29K
Mascoma Wealth Management LLC 0.01% No change 75 $27K
Thompson Investment Management, Inc. 0.00% No change 75 $27K
Cyrus J. Lawrence, LLC 0.01% New 75 $27K
Halbert Hargrove Global Advisors, LLC 0.00% New 74 $27K
Aspect Partners, LLC 0.02% Add +12.1% 74 $27K
Talon Private Wealth, LLC 0.01% Reduce -16.9% 74 $27K
Flagship Wealth Advisors, LLC 0.02% — 73 $26K
SWAN Capital LLC 0.01% No change 73 $26K
TD Capital Management LLC 0.00% Add +4.5% 70 $25K
Belmont Capital, LLC 0.00% No change 70 $25K
AlphaMark Advisors, LLC 0.01% No change 65 $24K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 65 $24K
Manitou Investment Management Ltd. 0.00% No change 65 $24K
Compass Financial Services Inc 0.01% — 63 $23K
Grayhawk Investment Strategies Inc. 0.04% No change 61 $22K
Legacy Investment Solutions, LLC 0.01% New 59 $21K
Legacy Wealth Managment, LLC 0.01% New 59 $21K
Anfield Capital Management, LLC 0.01% Add +126.9% 59 $21K
Kathleen S. Wright Associates Inc. 0.01% No change 54 $20K
Front Row Advisors LLC 0.01% No change 51 $19K
Innovative Advisory Group, LLC 0.02% — 50 $18K
Financial Avengers, Inc. 0.01% No change 50 $18K
Decker Retirement Planning Inc. 0.01% — 49 $18K
Pacific Capital Wealth Advisors, Inc. 0.00% Reduce -8.0% 46 $17K
Raffa Wealth Management, LLC 0.00% Reduce -15.4% 44 $16K
Chapman Financial Group, LLC 0.01% — 42 $15K
Burkett Financial Services, LLC 0.01% No change 40 $15K
Game Plan Financial Advisors, LLC 0.01% No change 40 $15K
Richardson Financial Services Inc. 0.01% New 40 $15K
MeadowBrook Investment Advisors LLC 0.01% No change 39 $14K
Financial Gravity Companies, Inc. 0.00% No change 39 $14K
Copia Wealth Management 0.01% — 38 $14K
Lam Group, Inc. 0.01% No change 37 $13K
Fortis Group Advisors, LLC 0.00% No change 37 $13K
Investment Research & Advisory Group, Inc. 0.01% No change 35 $13K
Your Advocates Ltd., LLP 0.01% Reduce -82.5% 35 $13K
TFC Financial Management, Inc. 0.00% No change 34 $12K
Prudent Man Investment Management, Inc. 0.01% — 33 $12K
Bayforest Capital Ltd 0.01% — 32 $12K
Chesapeake Asset Management LLC 0.01% No change 32 $12K
Stance Capital LLC 0.01% — 30 $11K
Breakwater Investment Management 0.00% No change 30 $11K
Aster Capital Management (DIFC) Ltd 0.00% Reduce -99.4% 30 $11K
FLP Wealth Management, LLC 0.03% — 30 $11K
Winch Advisory Services, LLC 0.00% No change 26 $9K
Icon Advisers Inc. 0.00% New 25 $9K
Rialto Wealth Management, LLC 0.00% — 22 $8K
New Millennium Group LLC 0.00% No change 20 $7K
Evelyn Partners Asset Management Ltd 0.00% — 19 $7K
Red Tortoise LLC 0.00% No change 17 $6K
Peterson Wealth Services 0.00% No change 17 $6K
Parkworth Wealth Management, Inc. 0.00% — 16 $6K
DecisionPoint Financial, LLC 0.00% Reduce -40.0% 15 $5K
PayPay Securities Corp 0.24% Add +25.0% 15 $5K
Cornerstone National Bank & Trust Co 0.00% No change 15 $5K
JDM Financial Group LLC 0.00% Reduce -30.0% 14 $5K
Criterion Capital Advisors, LLC 0.00% No change 15 $5K
Principia Wealth Advisory, LLC 0.00% — 13 $5K
Holos Integrated Wealth LLC 0.00% — 13 $5K
Blume Capital Management, Inc. 0.00% No change 13 $5K
WealthTrak Capital Management LLC 0.00% — 11 $4K
Pension & Wealth Management Advisors, Inc. 0.00% No change 11 $4K
Winnacle Wealth LLC 0.00% — 11 $4K
Ridgewood Investments LLC 0.00% New 10 $4K
Altshuler Shaham Ltd 0.00% Reduce -99.8% 10 $4K
American Capital Advisory, LLC 0.00% No change 6 $2K
Lanark Financial, Inc. 0.20% — 6 $2K
Painted Porch Advisors LLC 0.00% New 6 $2K
POM Investment Strategies, LLC 0.00% No change 5 $2K
WealthCollab, LLC 0.00% No change 4 $1K
Sanctuary Wealth Management, L.L.C. 0.00% No change 4 $1K
Sugar Maple Asset Management, LLC 0.00% New 3 $1K
Investors Research Corp 0.00% No change 3 $1K
PEAK6 LLC 0.00% — 2 $735
Activest Wealth Management 0.00% New 2 $726
Nova Wealth Management, Inc. 0.00% — 1 $363

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