CaterpillarCAT

13F holders, Q1 2025 (March 31)
2,901holders −106
115new positions
202sold out
14famous investors
$329.52avg. 13F price*

At the end of Q1 2025, 2,901 institutions reported holding Caterpillar Inc. (CAT) in their 13F filings, down 106 from Q4 2024. 115 opened new positions and 202 sold out. The largest holders were Vanguard Group Inc. ($15.2B), State Street Corp. ($11.9B) and BlackRock, Inc. ($11.7B). 14 famous investors held it, including Bill Gates / Michael Larson (5.8% 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions115$248.6M
Exits202$316.6M

All 13F filers, Q4 2024 → Q1 2025: 12,990,742 shares bought and 21,430,129 shares sold, net −8,439,387 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,901 holders

Vanguard Group Inc. 0.28% Reduce -1.3% 46,215,478 $15.2B
State Street Corp. 0.49% Reduce -1.3% 36,162,931 $11.9B
BlackRock, Inc. 0.25% Reduce -0.4% 35,380,536 $11.7B
State Farm Mutual Automobile Insurance Co. 5.35% Reduce -0.4% 17,669,440 $5.8B
Geode Capital Management, LLC 0.27% Add +0.6% 10,516,618 $3.5B
Fisher Asset Management 1.31% Add +1.4% 9,210,125 $3.0B
Capital World Investors 0.43% Reduce -50.8% 8,074,751 $2.7B
Gates Foundation Trust 5.80% No change 7,353,614 $2.4B
Morgan Stanley 0.17% Reduce -4.6% 7,168,773 $2.4B
Northern Trust Corp. 0.32% Reduce -3.6% 6,597,679 $2.2B
Bank of America Corp. 0.18% Add +31.0% 6,204,601 $2.0B
Norges Bank 0.26% Reduce -6.0% 5,659,372 $1.9B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.36% Add +6.7% 4,204,445 $1.4B
Capital Research Global Investors 0.27% Add +27.8% 3,736,163 $1.2B
JPMorgan Chase & Co. 0.09% Add +20.9% 3,648,925 $1.2B
Charles Schwab Investment Management Inc. 0.20% Add +0.5% 3,304,448 $1.1B
Goldman Sachs Group Inc. 0.20% Add +1.1% 3,182,680 $1.0B
Bank of New York Mellon Corp 0.21% Reduce -2.5% 3,159,486 $1.0B
Invesco Ltd. 0.20% Add +5.0% 3,141,936 $1.0B
Dimensional Fund Advisors LP 0.25% Reduce -3.0% 3,087,773 $1.0B
Legal & General Group Plc 0.23% Add +0.6% 2,608,104 $860.2M
UBS Group AG 0.15% Reduce -5.2% 2,033,724 $670.7M
Royal Bank of Canada 0.14% Add +4.0% 1,957,227 $645.5M
FMR LLC 0.04% Reduce -59.2% 1,935,085 $638.2M
Wells Fargo & Company 0.14% Add +0.2% 1,814,120 $598.3M
Capital Wealth Planning, LLC 4.67% Add +6.6% 1,632,473 $538.4M
Ameriprise Financial Inc. 0.15% Reduce -28.6% 1,626,204 $536.3M
Amundi 0.17% Reduce -28.2% 1,554,870 $475.4M
Sumitomo Mitsui Trust Group, Inc. 0.33% Add +0.4% 1,416,464 $467.1M
Pacer Advisors, Inc. 1.20% Add +2723.1% 1,414,280 $466.4M
Deutsche Bank AG 0.18% Reduce -10.1% 1,408,016 $464.4M
Primecap Management Co. 0.38% Reduce -3.2% 1,379,485 $455.0M
Barclays PLC 0.20% Add +4.1% 1,364,224 $449.9M
Swiss National Bank 0.32% Reduce -0.6% 1,361,600 $449.1M
Nuveen, LLC 0.12% — 1,281,306 $391.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.36% Add +9.2% 1,181,849 $389.8M
HSBC Holdings PLC 0.24% Add +8.5% 1,114,592 $367.0M
Neuberger Berman Group LLC 0.29% Reduce -2.1% 1,051,592 $346.9M
T. Rowe Price Associates Inc. 0.04% Add +1.5% 1,038,105 $342.4M
Altshuler Shaham Ltd 8.00% Add +10006160.0% 1,000,626 $330.0M
National Pension Service 0.32% Add +8.1% 997,577 $329.0M
Raymond James Financial Inc. 0.12% Add +0.4% 977,456 $322.4M
Citigroup Inc. 0.24% Add +37.9% 964,428 $318.1M
LPL Financial LLC 0.12% Add +3.4% 940,372 $310.1M
Rhumbline Advisers 0.26% Reduce -3.4% 857,910 $282.9M
California Public Employees Retirement System 0.19% Reduce -4.1% 819,631 $270.3M
Bank of Montreal 0.14% Reduce -8.3% 779,317 $257.0M
California State Teachers Retirement System 0.31% Reduce -1.0% 748,599 $246.9M
BNP Paribas Financial Markets 0.18% Add +43.2% 709,785 $234.1M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.06% Reduce -24.9% 700,736 $231.1M
Qube Research & Technologies Ltd 0.34% Add +16.7% 668,695 $220.5M
D. E. Shaw & Co. 0.28% Add +42.3% 663,058 $218.7M
Principal Financial Group Inc. 0.12% Reduce -8.9% 658,967 $217.3M
HighTower Advisors, LLC 0.29% Reduce -1.2% 646,194 $213.1M
Corient Private Wealth LP 0.34% Reduce -9.9% 632,948 $208.7M
Schroder Investment Management Group 0.21% Reduce -11.3% 622,840 $205.3M
Nordea Investment Management AB 0.22% Reduce -1.4% 626,742 $204.4M
Stifel Financial Corp. 0.22% Reduce -5.9% 614,588 $202.7M
ProShare Advisors LLC 0.45% Reduce -14.0% 604,142 $199.2M
American Century Companies Inc. 0.12% Add +16.3% 598,234 $197.3M
Brandywine Global Investment Management, LLC 1.43% Add +17.6% 597,249 $197.0M
Bank Julius Baer & Co. Ltd, Zurich 0.64% Reduce -14.8% 594,809 $196.2M
New York State Common Retirement Fund 0.29% Reduce -2.3% 593,155 $195.6M
Franklin Resources Inc. 0.06% Add +22.8% 569,535 $187.8M
Thrivent Financial for Lutherans 0.41% Add +12.1% 551,765 $183.8M
Alliancebernstein L.P. 0.06% Reduce -2.0% 537,319 $177.2M
US Bancorp \de 0.23% Reduce -3.3% 530,597 $175.0M
Fifth Third Bancorp 0.64% Reduce -0.2% 508,808 $167.8M
Jane Street Group, LLC 0.28% Add +594.1% 476,066 $157.0M
Victory Capital Management Inc. 0.16% Reduce -3.8% 464,358 $153.1M
State Board of Administration of Florida Retirement System 0.30% No change 463,278 $152.8M
Envestnet Asset Management Inc. 0.05% Reduce -4.5% 463,208 $152.8M
Commonwealth Equity Services, LLC 0.20% Add +1.0% 438,960 $144.8M
APG Asset Management N.V. 0.44% Add +6.3% 468,160 $142.9M
PNC Financial Services Group, Inc. 0.07% Add +3.4% 424,640 $140.0M
Zacks Investment Management 1.30% Add +1.2% 421,139 $138.9M
New York State Teachers Retirement System 0.32% Reduce -6.0% 419,967 $138.5M
Aberdeen Group plc 0.27% Add +41.5% 416,760 $136.7M
Baird Financial Group, Inc. 0.26% Add +0.7% 405,975 $133.9M
Canada Pension Plan Investment Board 0.13% Add +45.5% 397,852 $131.2M
Mitsubishi UFJ Trust & Banking Corp 0.34% Reduce -1.7% 393,498 $129.8M
Bank of Nova Scotia 0.29% Reduce -14.7% 387,362 $127.7M
Caisse de depot et placement du Quebec 0.26% Reduce -30.0% 376,718 $124.2M
Manufacturers Life Insurance Company, The 0.12% Reduce -13.2% 371,177 $122.4M
DekaBank Deutsche Girozentrale 0.24% Add +14.2% 372,828 $122.2M
Korea Investment CORP 0.29% Reduce -0.7% 363,081 $119.7M
Toronto Dominion Bank 0.30% Add +75.9% 357,563 $117.9M
Bessemer Group Inc. 0.21% Reduce -7.7% 349,672 $115.3M
Menora Mivtachim Holdings LTD. 0.74% No change 343,217 $113.2M
Citadel Advisors 0.11% Add +323.9% 342,335 $112.9M
Aviva PLC 0.27% Add +16.1% 339,518 $112.0M
Swedbank AB 0.15% Add +18.7% 334,218 $110.2M
Alecta Tjanstepension Omsesidigt 0.61% Add +149.7% 328,600 $108.4M
Markel Group 0.96% Add +1.0% 328,050 $108.2M
Rockefeller Capital Management L.P. 0.26% Add +16.1% 322,054 $106.2M
Asset Management One Co., Ltd. 0.36% Add +2.7% 318,875 $105.2M
Nomura Asset Management Co. Ltd. 0.31% Add +2.0% 308,902 $101.9M
Commerzbank Aktiengesellschaft 2.37% Add +9.3% 308,391 $101.7M
Capital International Investors 0.02% Reduce -45.5% 307,195 $101.3M
Pictet Asset Management Holding SA 0.11% Add +2.9% 306,004 $100.9M
Voya Investment Management LLC 0.13% Add +1.0% 300,786 $99.2M
First Trust Advisors LP 0.09% Add +1.1% 296,129 $97.7M
Cerity Partners LLC 0.20% Add +28.1% 294,869 $97.2M
Great Lakes Advisors, LLC 0.87% Reduce -2.5% 293,456 $96.8M
Focus Partners Wealth 0.24% Add +7.7% 291,012 $96.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.98% Add +6.3% 290,830 $95.9M
CANADA LIFE ASSURANCE Co 0.17% Add +0.5% 288,923 $95.4M
Voloridge Investment Management, LLC 0.35% Add +1269.2% 284,837 $93.9M
Royal London Asset Management Ltd. 0.22% Add +8.9% 278,955 $92.0M
State of Wisconsin Investment Board 0.24% Add +1.2% 278,648 $91.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.19% Reduce -7.8% 276,946 $91.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.26% Add +4.7% 275,378 $90.8M
Prudential Financial Inc. 0.13% Reduce -8.9% 274,565 $90.6M
Storebrand Asset Management As 0.29% Add +1.7% 272,925 $90.0M
Creative Planning 0.08% Add +8.6% 262,465 $86.6M
Osaic Holdings, Inc. 0.19% Reduce -1.1% 256,499 $84.7M
Connor, Clark & Lunn Investment Management Ltd. 0.37% Add +356.7% 256,656 $84.6M
Chevy Chase Trust Holdings, LLC 0.27% Reduce -1.3% 256,490 $84.6M
Empower Advisory Group, LLC 0.28% Add +0.4% 256,441 $84.6M
Jennison Associates LLC 0.06% Add +2.1% 256,131 $84.5M
Janney Montgomery Scott LLC 0.24% Add +0.8% 255,575 $84.3M
Treasurer of the State of North Carolina 0.32% Add +7.0% 245,394 $80.9M
Mariner, LLC 0.13% Add +4.2% 240,807 $79.4M
TD Asset Management Inc 0.07% Reduce -3.9% 239,292 $78.9M
Retirement Systems of Alabama 0.31% Reduce -1.4% 239,204 $78.9M
Danske Bank A/S 0.24% Reduce -23.8% 236,442 $78.0M
Cetera Investment Advisers 0.15% Add +0.7% 235,195 $77.6M
Natixis Advisors, LLC 0.14% Reduce -5.8% 234,021 $77.2M
Squarepoint Ops LLC 0.19% Add +19.1% 233,825 $77.1M
O'shaughnessy Asset Management, LLC 0.61% Add +16.0% 229,116 $75.6M
Rathbones Group PLC 0.35% Add +7.4% 222,471 $73.4M
Northwestern Mutual Wealth Management Co. 0.06% Add +2.0% 219,712 $72.5M
Ensign Peak Advisors, Inc 0.14% Add +8.5% 216,547 $71.4M
Truist Financial Corp. 0.11% Add +2.8% 216,063 $71.3M
Millennium Management 0.07% Reduce -33.6% 213,902 $70.5M
NewEdge Advisors, LLC 0.40% Add +10.3% 205,136 $67.7M
Public Employees Retirement System of Ohio 0.24% Reduce -4.9% 204,440 $67.4M
SG Americas Securities, LLC 0.23% Add +4.9% 204,201 $67.3M
Susquehanna International Group, LLP 0.11% Reduce -26.9% 204,014 $67.3M
M&T Bank Corp 0.24% Reduce -3.6% 202,175 $66.7M
Allianz Asset Management GmbH 0.10% Reduce -48.8% 199,019 $65.6M
Bollard Group LLC 1.69% Add +0.2% 194,720 $64.2M
National Bank of Canada 0.08% Reduce -34.4% 194,105 $64.0M
Wealth Enhancement Advisory Services, LLC 0.12% Add +17.5% 191,640 $63.2M
Arrowstreet Capital, Limited Partnership 0.05% New 187,486 $61.8M
Cambridge Investment Research Advisors, Inc. 0.20% Reduce -0.8% 184,152 $60.7M
State of Tennessee, Department of Treasury 0.23% Add +2.5% 182,900 $60.3M
Credit Agricole S A 0.22% Add +100.0% 179,864 $59.3M
Old Republic International Corp. 2.27% No change 177,000 $58.4M
Teacher Retirement System of Texas 0.24% Reduce -31.6% 175,583 $57.9M
Russell Investments Group, Ltd. 0.08% Add +9.8% 173,702 $57.3M
Mackenzie Financial Corp. 0.08% Add +1.5% 173,302 $57.2M
Nisa Investment Advisors, LLC 0.28% Add +4.9% 171,185 $56.5M
Lansforsakringar Fondforvaltning AB (publ) 0.34% Reduce -5.6% 170,352 $56.2M
Financial Counselors Inc. 0.85% Add +2.0% 169,018 $55.7M
Skandinaviska Enskilda Banken AB (publ) 0.27% Reduce -43.2% 168,492 $55.6M
Fort Washington Investment Advisors Inc. 0.34% Reduce -0.2% 166,418 $54.9M
Resona Asset Management Co.,Ltd. 0.31% Add +7.4% 163,665 $54.0M
State of New Jersey Common Pension Fund D 0.24% Reduce -8.6% 163,307 $53.9M
Daiwa Securities Group Inc. 0.23% Add +8.9% 161,873 $53.4M
Kestra Advisory Services, LLC 0.26% Reduce -2.2% 160,397 $52.9M
KBC Group NV 0.16% Reduce -6.7% 159,175 $52.5M
Intech Investment Management LLC 0.54% Reduce -31.4% 158,689 $52.3M
Gateway Investment Advisers LLC 0.59% Add +0.3% 157,081 $51.8M
HM Payson & Co. 0.90% Add +20.4% 155,871 $51.4M
MML Investors Services, LLC 0.17% Add +5.1% 155,662 $51.3M
Cibc World Market Inc. 0.11% Reduce -44.6% 147,540 $48.7M
Huntington National Bank 0.47% Reduce -3.3% 147,342 $48.6M
Marshall Wace, LLP 0.06% Add +5155.8% 145,061 $47.8M
Aware Super Pty Ltd as trustee of Aware Super 0.81% No change 144,094 $47.5M
Calamos Advisors LLC 0.33% Add +1.1% 143,269 $47.3M
Vest Financial, LLC 0.73% Reduce -6.0% 141,770 $46.8M
Arizona State Retirement System 0.30% Add +0.8% 141,689 $46.7M
AXA S.A. 0.15% Reduce -10.1% 141,283 $46.6M
Forsta Ap-Fonden 0.35% Reduce -2.4% 139,900 $46.1M
Alpha Cubed Investments, LLC 2.05% Add +11.2% 139,204 $45.9M
State of Michigan Retirement System 0.26% Reduce -1.0% 137,672 $45.4M
Captrust Financial Advisors 0.11% Add +2.1% 135,012 $44.5M
Adage Capital Partners Gp, L.L.C. 0.08% Add +87.1% 134,754 $44.4M
Keybank National Association 0.18% Reduce -0.5% 134,482 $44.4M
Allspring Global Investments Holdings, LLC 0.08% Add +26.1% 133,397 $44.1M
STRS Ohio 0.18% Reduce -2.0% 133,006 $43.9M
Los Angeles Capital Management LLC 0.19% Add +6.8% 132,653 $43.7M
Commerce Bank 0.28% Reduce -9.4% 130,885 $43.2M
Macquarie Group Ltd. 0.05% Add +28.5% 130,733 $43.1M
Assenagon Asset Management S.A. 0.08% Reduce -56.8% 130,382 $43.0M
Tocqueville Asset Management L.P. 0.70% Reduce -2.8% 129,410 $42.7M
Heritage Investors Management Corp. 1.46% Reduce -0.6% 128,969 $42.5M
Swiss Life Asset Management Ltd 0.31% Add +9.3% 128,454 $42.4M
MetLife Investment Management, LLC 0.23% Reduce -2.9% 127,209 $42.0M
Sequoia Financial Advisors, LLC 0.32% Add +3.5% 125,429 $41.4M
Meyer Handelman Co. 1.43% Reduce -0.3% 124,136 $40.9M
Corebridge Financial, Inc. 0.23% Reduce -7.0% 123,298 $40.7M
Sanctuary Advisors, LLC 0.28% Reduce -2.4% 122,825 $40.5M
QRG Capital Management, Inc. 0.42% Reduce -2.1% 122,551 $40.4M
Natixis 0.24% Add +1124.1% 123,080 $40.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.30% — 122,412 $40.4M
Robeco Institutional Asset Management B.V. 0.08% Reduce -0.9% 121,892 $40.2M
Achmea Investment Management B.V. 0.58% Add +11.5% 121,134 $40.0M
S&co Inc. 2.54% Reduce -0.5% 114,895 $37.9M
Wellington Management Group LLP 0.01% Add +29.0% 114,742 $37.8M
Blair William & Co. 0.11% Reduce -1.0% 114,279 $37.7M
Van Eck Associates Corp. 0.05% Add +14.0% 113,661 $37.5M
Quantinno Capital Management LP 0.24% Add +17.6% 113,102 $37.3M
Mercer Global Advisors Inc. 0.09% Reduce -0.5% 112,826 $37.2M
Pinnacle Associates Ltd. 0.54% Add +0.6% 112,248 $37.0M
Vontobel Holding Ltd. 0.13% Add +5.5% 111,853 $36.9M
Czech National Bank 0.33% Add +4.9% 109,773 $36.2M
Bradley Foster & Sargent Inc. 0.62% Add +1.1% 109,627 $36.2M
Conning Inc. 1.33% Add +11.3% 109,385 $36.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.21% Add +6.5% 109,297 $36.0M
Clearstead Advisors, LLC 0.56% Add +0.8% 108,978 $35.9M
Cresset Asset Management, LLC 0.18% Reduce -6.0% 108,894 $35.9M
Ofi Invest Asset Management 0.94% Add +0.5% 117,204 $35.8M
Aptus Capital Advisors, LLC 0.40% Add +12.5% 108,134 $35.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% Reduce -13.1% 107,075 $35.3M
BI Asset Management Fondsmaeglerselskab A/S 0.40% Reduce -32.8% 106,641 $35.2M
Gabelli Funds LLC 0.27% Reduce -2.9% 106,490 $35.1M
Prospera Financial Services Inc 0.80% Add +1.9% 105,607 $34.8M
Steward Partners Investment Advisory, LLC 0.30% Add +2.5% 103,143 $34.0M
Comerica Bank 0.14% Reduce -6.4% 102,868 $33.9M
Manning & Napier Advisors LLC 0.42% Reduce -9.6% 102,629 $33.8M
Tidal Investments LLC 0.29% Add +39.0% 102,508 $33.8M
Country Trust Bank 0.85% Add +0.7% 102,236 $33.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.40% Add +1.4% 101,846 $33.6M
Cibc World Markets Corp. 0.26% Reduce -53.5% 101,170 $33.4M
Pinebridge Investments, L.P. 0.26% Add +336.2% 100,441 $33.1M
Wesleyan Assurance Society 2.46% No change 100,379 $33.1M
Handelsbanken Fonder AB 0.14% Add +2.9% 100,101 $33.0M
Paralel Advisors LLC 1.37% No change 100,000 $33.0M
Sei Investments Co. 0.04% Reduce -3.7% 99,336 $32.8M
BLI - Banque de Luxembourg Investments 0.99% Reduce -17.4% 99,400 $32.7M
Amalgamated Bank 0.28% Reduce -0.2% 98,731 $32.6M
Main Street Research LLC 2.12% Add +2.1% 98,562 $32.5M
Busey Bank 1.06% Add +0.9% 95,802 $31.6M
Mesirow Financial Investment Management, Inc. 0.61% Reduce -2.1% 95,628 $31.5M
Rwa Wealth Partners, LLC 0.40% Add +44.5% 95,599 $31.5M
Edmond DE Rothschild Holding S.A. 0.55% Add +3783.8% 94,648 $31.2M
LSV Asset Management 0.07% Reduce -38.3% 93,420 $30.8M
Minneapolis Portfolio Management Group, LLC 4.26% Reduce -1.3% 93,063 $30.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.19% Reduce -0.6% 92,333 $30.5M
Man Group plc 0.09% Add +176.3% 92,010 $30.3M
Twin Tree Management, LP 0.67% New 91,734 $30.3M
IFM Investors Pty Ltd 0.33% Reduce -0.5% 91,180 $30.1M
Cwm, LLC 0.12% Add +7.9% 90,696 $29.9M
Mediolanum International Funds Ltd 0.41% Add +5.0% 89,981 $29.7M
Brown Advisory Inc. 0.04% Reduce -2.1% 86,206 $28.4M
Jump Financial, LLC 0.44% Add +12354.9% 86,188 $28.4M
Yousif Capital Management, LLC 0.33% Reduce -6.8% 86,180 $28.4M
Erste Asset Management GmbH 0.35% Reduce -22.0% 83,310 $27.5M
Beacon Pointe Advisors, LLC 0.30% Reduce -1.6% 81,955 $27.0M
D.A. Davidson & Co. 0.21% Add +3.1% 80,856 $26.7M
AQR Capital Management 0.03% Reduce -7.6% 81,978 $26.6M
Varma Mutual Pension Insurance Co 0.23% Reduce -4.5% 80,556 $26.6M
Banco Santander, S.A. 0.29% Reduce -16.8% 80,534 $26.6M
Utah Retirement Systems 0.30% Reduce -1.5% 79,925 $26.4M
Regions Financial Corp. 0.20% Reduce -2.7% 79,805 $26.3M
Levin Capital Strategies, L.P. 2.78% Reduce -3.0% 79,310 $26.2M
Vaughan David Investments LLC 0.61% Reduce -0.0% 78,968 $26.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Add +9.9% 78,947 $26.0M
Capital International, Inc. 0.31% Reduce -40.3% 77,454 $25.5M
Mirae Asset Global Investments Co., Ltd. 0.10% Add +10.9% 76,088 $25.1M
NorthCrest Asset Manangement, LLC 0.76% Add +1.5% 76,051 $25.1M
CW Advisors, LLC 0.30% Add +23.1% 74,667 $24.6M
Peapack Gladstone Financial Corp. 0.36% Reduce -9.0% 73,966 $24.4M
CIBC Asset Management Inc 0.08% Reduce -2.7% 73,882 $24.4M
Willis Investment Counsel 1.64% Add +0.0% 73,778 $24.3M
Scotia Capital Inc. 0.13% Reduce -6.1% 72,469 $23.9M
Advisors Capital Management, LLC 0.37% Add +2.3% 72,184 $23.8M
Foundry Partners, LLC 1.26% Reduce -16.3% 71,897 $23.7M
Marco Investment Management LLC 2.19% Reduce -0.3% 71,570 $23.6M
Xponance LLC 0.23% Add +0.8% 70,671 $23.3M
Ausdal Financial Partners, Inc. 1.76% Add +2.2% 70,651 $23.3M
Jones Financial Companies LLLP 0.02% Add +32.0% 70,621 $23.3M
Stephens Inc. 0.34% Reduce -22.9% 70,471 $23.2M
Police & Firemen's Retirement System of New Jersey 0.23% Reduce -1.3% 70,263 $23.2M
Nichols & Pratt Advisers LLP 1.57% Reduce -3.5% 69,895 $23.1M
Gotham Asset Management 0.19% Reduce -7.6% 69,299 $22.9M
Glenview Trust Co 0.44% Reduce -2.8% 68,462 $22.6M
B. Metzler seel. Sohn & Co. AG 0.23% Reduce -45.1% 68,180 $22.5M
Zimmer Partners, LP 0.45% Add +125.6% 67,950 $22.4M
Badgley Phelps Wealth Managers, LLC 0.54% Add +0.5% 67,532 $22.3M
J. Safra Sarasin Holding AG 0.40% Reduce -1.9% 66,955 $22.1M
AMF Tjanstepension AB 0.16% No change 66,863 $22.1M
Grassi Investment Management 2.04% Reduce -0.1% 66,904 $22.1M
Pathstone Holdings, LLC 0.09% Add +1.4% 66,056 $21.8M
Private Advisor Group, LLC 0.13% Reduce -3.6% 65,353 $21.6M
Fiduciary Trust Co 0.28% Add +1.3% 65,046 $21.5M
Public Employees Retirement Association of Colorado 0.09% Reduce -0.3% 64,879 $21.4M
Public Sector Pension Investment Board 0.09% Add +7.2% 64,469 $21.3M
Factory Mutual Insurance Co. 0.25% No change 64,100 $21.1M
New York Life Investment Management LLC 0.22% Reduce -1.4% 64,081 $21.1M
United Services Automobile Association 0.65% No change 64,017 $21.1M
Wealthfront Advisers LLC 0.06% Add +3.9% 63,502 $20.9M
Westchester Capital Management, Inc. 5.20% Add +0.7% 63,435 $20.9M
Renaissance Technologies 0.03% Reduce -60.9% 63,360 $20.9M
AEGON ASSET MANAGEMENT UK Plc 0.30% Reduce -25.1% 63,053 $20.8M
Janus Henderson Group PLC 0.01% Reduce -0.6% 62,393 $20.6M
Lazard Asset Management LLC 0.03% Add +13.2% 62,315 $20.6M
TD Waterhouse Canada Inc. 0.17% Reduce -14.2% 62,216 $20.5M
Fayez Sarofim & Co 0.05% Add +2.1% 61,764 $20.4M
Cutler Investment Counsel LLC 2.44% Reduce -2.9% 61,492 $20.3M
Capital International Sarl 0.46% Reduce -47.5% 61,480 $20.3M
Nissay Asset Management Corp. /Japan 0.13% Add +0.9% 61,287 $20.2M
Vanguard Personalized Indexing Management, LLC 0.30% Add +5.7% 61,257 $20.2M
Moran Wealth Management, LLC 0.68% Add +11.6% 61,230 $20.2M
Mutual of America Capital Management LLC 0.23% Reduce -3.8% 61,122 $20.2M
Blackhill Capital Inc. 1.15% No change 60,000 $19.8M
Oppenheimer & Co. Inc. 0.29% Add +6.4% 58,676 $19.4M
Delta Asset Management LLC 1.82% Reduce -2.6% 58,178 $19.2M
Allworth Financial LP 0.11% Add +2.2% 62,166 $19.1M
USS Investment Management Ltd 0.14% Reduce -27.5% 57,808 $19.1M
MassMutual Private Wealth & Trust, FSB 0.55% Add +1.1% 57,517 $19.0M
Empowered Funds, LLC 0.27% Add +97.0% 57,497 $19.0M
Lido Advisors, LLC 0.11% Add +23.9% 56,757 $18.7M
Harvest Portfolios Group Inc. 0.55% Add +3.8% 56,653 $18.7M
ASR Vermogensbeheer N.V. 0.28% — 56,561 $18.7M
Ethic Inc. 0.38% Reduce -1.7% 56,104 $18.5M
Silvercrest Asset Management Group LLC 0.13% Add +0.6% 56,216 $18.5M
Eisler Capital Management Ltd. 0.55% Add +838.5% 56,049 $18.5M
State of Alaska, Department of Revenue 0.21% Add +1.7% 56,008 $18.5M
Brookstone Capital Management 0.26% Add +78.1% 55,711 $18.4M
CCM Investment Advisers LLC 2.24% Reduce -2.4% 55,429 $18.3M
Oppenheimer Asset Management Inc. 0.23% Reduce -4.1% 55,043 $18.2M
NorthCoast Asset Management LLC 0.09% Reduce -1.2% 54,855 $18.1M
Callahan Advisors, LLC 1.72% Reduce -0.4% 54,657 $18.0M
Richard C. Young & CO., LTD. 1.93% Reduce -2.1% 54,567 $18.0M
Congress Asset Management Co. 0.13% Reduce -2.2% 54,371 $17.9M
&partners 0.19% Add +8.4% 52,956 $17.5M
Wharton Business Group, LLC 0.79% Reduce -0.5% 52,538 $17.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -44.8% 52,507 $17.3M
Associated Banc-Corp 0.53% Reduce -2.7% 52,441 $17.3M
KCM Investment Advisors LLC 0.62% Reduce -3.0% 52,222 $17.2M
Van Lanschot Kempen Investment Management N.V. 0.18% Add +2.7% 51,947 $17.1M
Baker Avenue Asset Management, LP 0.54% Add +0.1% 51,832 $17.1M
Guggenheim Capital LLC 0.16% Reduce -1.4% 51,758 $17.1M
LaFleur & Godfrey LLC 2.30% Add +1.1% 51,353 $16.9M
OP Asset Management Ltd 0.28% — 50,374 $16.6M
Crossmark Global Holdings, Inc. 0.29% Add +7.9% 50,219 $16.6M
NEOS Investment Management LLC 0.31% Add +30.2% 50,101 $16.5M
UMB Bank, n.a. 0.27% Reduce -9.3% 49,778 $16.4M
Whittier Trust Co. 0.23% Reduce -2.0% 49,192 $16.2M
Bar Harbor Wealth Management 1.07% Reduce -0.4% 49,171 $16.2M
Avantax Advisory Services, Inc. 0.10% Add +3.5% 49,091 $16.2M
United Capital Financial Advisors, LLC 0.14% Reduce -2.7% 48,521 $16.0M
Capital Fund Management S.A. 0.20% New 48,277 $15.9M
Allianz SE 0.42% No change 47,764 $15.8M
Kestra Private Wealth Services, LLC 0.26% Add +4.0% 47,068 $15.5M
Federated Hermes, Inc. 0.03% Reduce -2.4% 46,739 $15.4M
DAVENPORT & Co LLC 0.09% Add +2.3% 46,070 $15.2M
Independent Advisor Alliance 0.50% Reduce -7.1% 46,046 $15.2M
Inspire Investing, LLC 1.80% Add +6.7% 46,037 $15.2M
FineMark National Bank & Trust 0.55% Reduce -23.8% 46,015 $15.2M
First National Trust Co 0.61% Reduce -7.2% 45,901 $15.1M
SlateStone Wealth, LLC 1.49% Add +11.9% 45,049 $14.9M
American Assets Investment Management, LLC 1.30% No change 45,000 $14.8M
Savant Capital, LLC 0.13% Reduce -26.6% 44,864 $14.8M
Generali Asset Management SPA SGR 0.36% Reduce -16.8% 44,834 $14.8M
Integrated Advisors Network LLC 0.75% Reduce -24.1% 44,777 $14.8M
Henshaw Capital LLC 0.64% Add +30.2% 44,335 $14.6M
HB Wealth Management, LLC 0.12% Add +16.7% 44,115 $14.5M
Rakuten Investment Management, Inc. 0.07% — 43,818 $14.4M
Allied Investment Advisors, LLC 2.69% Add +2.9% 42,984 $14.2M
Glenmede Trust Co. NA 0.08% Reduce -35.2% 42,870 $14.1M
Atwater Malick LLC 4.77% Add +1.2% 42,740 $14.1M
Salem Investment Counselors Inc. 0.49% Add +0.7% 42,533 $14.0M
Dodge & Cox 0.01% Reduce -0.1% 41,951 $13.8M
Segment Wealth Management, LLC 0.94% Add +3.0% 41,943 $13.8M
Culbertson A N & Co. Inc. 2.20% Reduce -0.0% 41,751 $13.8M
Acadian Asset Management LLC 0.04% Add +218.8% 41,743 $13.8M
Florida Trust Wealth Management Co 0.45% Reduce -10.0% 41,679 $13.7M
Stillwater Capital Advisors, LLC 1.92% Add +0.8% 41,633 $13.7M
Birmingham Capital Management Co. Inc. 5.15% Reduce -6.1% 41,525 $13.7M
Noesis Capital Mangement Corp. 2.72% Add +1.9% 41,461 $13.7M
Oregon Public Employees Retirement Fund 0.26% Reduce -0.9% 41,029 $13.5M
Woodline Partners LP 0.09% Add +39.3% 40,378 $13.3M
Candriam S.C.A. 0.08% Add +0.9% 40,261 $13.3M
Quilter Plc 0.28% Reduce -0.4% 40,169 $13.2M
Clear Harbor Asset Management, LLC 1.05% Reduce -4.8% 40,102 $13.2M
Parsons Capital Management Inc. 0.72% Reduce -1.0% 39,832 $13.1M
Exchange Traded Concepts, LLC 0.23% Reduce -19.1% 39,716 $13.1M
CENTRAL TRUST Co 0.32% Reduce -7.1% 39,561 $13.0M
Stockman Wealth Management, Inc. 1.92% Add +5.4% 39,407 $13.0M
Dearborn Partners LLC 0.62% Reduce -0.2% 39,398 $13.0M
Elo Mutual Pension Insurance Co 0.29% Reduce -8.2% 39,113 $12.9M
Meridian Wealth Management, LLC 0.62% Add +4.2% 38,972 $12.9M
Jacobs & Co. 1.37% Add +0.9% 38,845 $12.8M
Federation des caisses Desjardins du Quebec 0.06% Add +4.6% 38,823 $12.8M
Janney Capital Management LLC 0.88% Reduce -5.3% 38,787 $12.8M
Freestone Grove Partners LP 0.13% New 38,617 $12.7M
Capital International Ltd. 0.55% Reduce -51.0% 38,381 $12.7M
Lee Danner & Bass Inc. 1.02% Reduce -0.3% 38,370 $12.7M
Synovus Financial Corp. 0.16% Reduce -0.3% 38,349 $12.6M
Mizuho Securities USA LLC 0.27% Reduce -16.4% 38,268 $12.6M
Capital Investment Advisors, LLC 0.25% Reduce -0.6% 38,078 $12.6M
LS Investment Advisors, LLC 1.93% Add +0.2% 38,009 $12.5M
Welch Group, LLC 0.55% Add +3.1% 37,970 $12.5M
F/m Investments LLC 0.49% Reduce -4.3% 37,485 $12.4M
Bokf, NA 0.22% Reduce -4.9% 37,473 $12.4M
Teachers Retirement System of the State of Kentucky 0.11% Add +3.8% 37,269 $12.3M
Clifford Swan Investment Counsel LLC 0.45% Reduce -0.2% 37,254 $12.3M
Advisory Services Network, LLC 0.23% Add +2.7% 37,029 $12.2M
Vantage Investment Partners, LLC 1.02% Add +7.3% 36,963 $12.2M
Pittenger & Anderson Inc. 0.44% Reduce -0.1% 36,759 $12.1M
Cornerstone Advisors, LLC 0.52% No change 36,500 $12.0M
Rafferty Asset Management, LLC 0.05% Reduce -20.2% 36,342 $12.0M
Lyell Wealth Management, LP 1.11% Add +1.5% 35,918 $11.8M
Dakota Wealth Management 0.28% Reduce -7.0% 35,865 $11.8M
Polar Capital Holdings Plc 0.07% Add +14.2% 35,773 $11.8M
Norinchukin Bank, The 0.22% Add +11.1% 35,551 $11.7M
Braun Stacey Associates Inc. 0.48% Add +1.1% 35,232 $11.6M
Shelton Capital Management 0.28% Add +2.5% 35,023 $11.6M
Cullinan Associates Inc. 0.82% Reduce -0.1% 35,022 $11.6M
Townsquare Capital LLC 0.12% Add +1.8% 34,895 $11.5M
Whittier Trust Co. of Nevada Inc. 0.29% Reduce -1.2% 34,589 $11.4M
Greenwood Gearhart LLC 0.79% Add +0.6% 34,465 $11.4M
HighPoint Advisor Group LLC 0.66% Add +0.3% 36,618 $11.3M
CIBC Private Wealth Group LLC 0.02% Reduce -0.7% 40,999 $11.2M
Benjamin Edwards Inc. 0.16% Add +0.6% 33,820 $11.2M
German American Bancorp, Inc. 1.19% Add +0.9% 33,692 $11.1M
Jamison Private Wealth Management, Inc. 1.67% Reduce -0.1% 33,258 $11.0M
Kentucky Retirement Systems 0.33% Reduce -1.1% 32,969 $10.9M
Summit Financial, LLC 0.30% Reduce -15.1% 32,043 $10.6M
Eagle Global Advisors LLC 0.43% Add +6.2% 32,022 $10.6M
Atria Investments, Inc 0.13% Add +3.5% 31,833 $10.5M
OMERS ADMINISTRATION Corp 0.09% Add +5.4% 31,741 $10.5M
Group One Trading LLC 0.44% New 31,678 $10.4M
Brevan Howard Capital Management LP 0.29% New 31,261 $10.3M
NBT Bank, N.A. 0.74% Reduce -29.0% 31,087 $10.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.10% Add +3.7% 30,955 $10.2M
CX Institutional 0.38% Add +21.8% 30,918 $10.2M
Venture Visionary Partners LLC 0.43% Add +5.4% 30,888 $10.2M
Shelter Mutual Insurance Co 2.45% No change 30,780 $10.2M
UniSuper Management Pty Ltd 0.07% Add +6.2% 30,458 $10.0M
Vident Advisory, LLC 0.15% Reduce -2.4% 30,405 $10.0M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.12% Reduce -3.1% 30,142 $9.9M
Prime Capital Investment Advisors, LLC 0.12% Add +16.5% 29,982 $9.9M
Paradiem, LLC 2.72% Reduce -3.1% 29,893 $9.9M
M&G PLC 0.06% Reduce -10.1% 29,705 $9.8M
U.S. Capital Wealth Advisors, LLC 0.30% Reduce -2.2% 29,703 $9.8M
Freestone Capital Holdings, LLC 0.37% Add +1.8% 29,630 $9.8M
James Investment Research, Inc. 1.24% Reduce -6.4% 29,592 $9.8M
Schonfeld Strategic Advisors LLC 0.07% Add +1222.9% 29,395 $9.7M
Bogart Wealth, LLC 0.46% Add +4.5% 29,250 $9.6M
Banque Cantonale Vaudoise 0.42% — 29,201 $9.6M
Hartford Investment Management Co. 0.33% Reduce -2.3% 29,160 $9.6M
Kanawha Capital Management LLC 0.75% Add +3.8% 29,110 $9.6M
Sienna Gestion 0.77% Reduce -5.6% 29,638 $9.5M
Simmons Bank 0.71% Reduce -4.9% 28,420 $9.4M
LMCG Investments, LLC 0.61% Reduce -10.0% 28,047 $9.2M
Drexel Morgan & Co. 1.93% No change 27,886 $9.2M
Walleye Trading LLC 0.26% New 27,609 $9.1M
Panagora Asset Management Inc. 0.05% Add +199.8% 27,575 $9.1M
Gulf International Bank (UK) Ltd 0.31% Reduce -28.6% 27,546 $9.1M
MainStreet Investment Advisors LLC 1.31% Reduce -4.6% 27,210 $9.0M
Meiji Yasuda Asset Management Co Ltd. 0.36% Reduce -23.6% 27,159 $9.0M
Nan Shan Life Insurance Co., Ltd. 0.21% No change 27,093 $8.9M
Knights of Columbus Asset Advisors LLC 0.61% Reduce -1.2% 27,074 $8.9M
Orion Porfolio Solutions, LLC 0.09% Add +1.9% 27,070 $8.9M
Orion Portfolio Solutions, LLC 0.09% Add +1.9% 27,070 $8.9M
Atria Wealth Solutions, Inc. 0.11% Reduce -20.0% 26,911 $8.9M
Metis Global Partners, LLC 0.25% Add +12.8% 26,605 $8.8M
Independent Wealth Network Inc. 3.50% Reduce -0.2% 26,546 $8.8M
Farmers & Merchants Investments Inc. 0.28% Reduce -1.3% 26,463 $8.7M
Citizens Financial Group Inc. 0.17% Add +38.4% 26,420 $8.7M
Hantz Financial Services, Inc. 0.15% Reduce -3.5% 26,326 $8.7M
American National Bank & Trust 0.96% Add +5.6% 26,174 $8.6M
B. Riley Wealth Advisors, Inc. 0.26% Reduce -10.1% 26,167 $8.6M
Rothschild Investment LLC 0.58% Add +180.9% 26,137 $8.6M
Addenda Capital Inc. 0.32% Reduce -0.2% 26,113 $8.6M
Turtle Creek Wealth Advisors, LLC 1.28% Add +27.8% 25,945 $8.6M
Apollon Wealth Management, LLC 0.19% Add +0.8% 25,806 $8.5M
OneAscent Financial Services LLC 0.55% Add +114.7% 25,710 $8.5M
Louisiana State Employees Retirement System 0.17% Reduce -1.1% 25,700 $8.5M
CSM Advisors, LLC 0.46% Reduce -24.2% 25,665 $8.5M
Choreo, LLC 0.13% Reduce -5.6% 25,641 $8.5M
Tufton Capital Management 1.62% Add +0.4% 25,572 $8.4M
AIA Group Ltd 0.21% Reduce -31.5% 25,562 $8.4M
BNP Paribas 0.35% Add +355.0% 25,550 $8.4M
Union Bancaire Privee, UBP SA 0.17% Add +25.1% 26,844 $8.4M
Bowen Hanes & Co. Inc. 0.23% Reduce -34.5% 25,409 $8.4M
Coldstream Capital Management Inc. 0.18% Reduce -2.3% 25,387 $8.4M
Integris Wealth Management, LLC 2.38% No change 25,328 $8.4M
Securian Asset Management, Inc. 0.25% Reduce -2.4% 25,318 $8.3M
Axxcess Wealth Management, LLC 0.23% Add +21.6% 25,176 $8.3M
Americana Partners, LLC 0.32% Add +5.7% 25,168 $8.3M
Temasek Holdings (Private) Ltd 0.03% Reduce -36.3% 25,122 $8.3M
Generali Powszechne Towarzystwo Emerytalne 2.62% No change 25,118 $8.3M
Sigma Planning Corp 0.26% Reduce -5.5% 24,915 $8.2M
Community Bank & Trust, Waco, Texas 1.93% Reduce -3.3% 24,875 $8.2M
First American Trust, FSB 0.75% Reduce -20.6% 24,758 $8.2M
MAI Capital Management 0.06% Add +1.5% 24,641 $8.1M
Balyasny Asset Management L.P. 0.02% Add +111.2% 24,641 $8.1M
Narwhal Capital Management 0.72% Reduce -0.8% 24,602 $8.1M
Beacon Investment Advisory Services, Inc. 0.38% Add +8.8% 24,493 $8.1M
Park Avenue Securities LLC 0.10% Add +8.7% 24,490 $8.1M
Goelzer Investment Management, Inc. 0.47% Add +56.6% 24,485 $8.1M
Blue Trust, Inc. 0.10% Add +54.3% 24,360 $8.0M
TruWealth Advisors, LLC 0.48% Add +3.9% 24,135 $8.0M
Investment Management Corp of Ontario 0.16% New 24,075 $7.9M
Signet Financial Management, LLC 1.07% Add +0.5% 24,059 $7.9M
Sigma Investment Counselors Inc. 0.49% Reduce -5.8% 24,056 $7.9M
StoneX Group Inc. 0.43% Add +2.7% 23,913 $7.9M
Dynamic Advisor Solutions LLC 0.26% Add +1.5% 23,875 $7.9M
Ameritas Advisory Services, LLC 0.32% Add +26.0% 22,911 $7.9M
Waverly Advisors, LLC 0.10% Add +10.5% 23,798 $7.8M
Logan Capital Management Inc. 0.35% Reduce -1.1% 23,656 $7.8M
CPC Advisors, LLC 1.07% Reduce -32.8% 23,644 $7.8M
Silver Oak Securities, Incorporated 0.73% Reduce -3.5% 23,548 $7.8M
Baader Bank Aktiengesellschaft 0.78% Add +3.5% 23,641 $7.8M
Vinva Investment Management Ltd 0.31% Add +23.4% 23,515 $7.8M
Cartenna Capital, LP 0.62% New 23,500 $7.8M
Hixon Zuercher, LLC 2.73% Add +2.5% 23,435 $7.7M
Fusion Capital, LLC 2.93% Add +0.0% 23,332 $7.7M
McGuire Investment Group, LLC 1.13% Add +0.6% 23,097 $7.6M
Financial Partners Group, LLC 3.30% Reduce -4.3% 23,088 $7.6M
Ieq Capital, LLC 0.06% Add +24.1% 22,992 $7.6M
Kavar Capital Partners Group, LLC 1.26% Reduce -0.3% 22,865 $7.5M
Stock Yards Bank & Trust Co. 0.27% Reduce -69.4% 22,821 $7.5M
Crestwood Advisors Group, LLC 0.14% Add +3.4% 22,689 $7.5M
Texas Capital Bank Wealth Management Services Inc 0.76% Reduce -13.3% 22,680 $7.5M
J.W. Cole Advisors, Inc. 0.23% Add +134.2% 22,616 $7.5M
Maryland State Retirement & Pension System 0.18% Reduce -14.4% 22,609 $7.5M
New Mexico Educational Retirement Board 0.27% Reduce -2.2% 22,602 $7.5M
Composition Wealth, LLC 0.15% Reduce -1.4% 22,562 $7.4M
Capital Investment Counsel, LLC 1.23% Reduce -0.6% 22,555 $7.4M
Livforsakringsbolaget Skandia, Omsesidigt 0.42% Reduce -16.6% 22,552 $7.4M
Tiaa Trust, National Association 0.02% Reduce -2.7% 22,257 $7.3M
Madison Asset Management, LLC 0.08% Reduce -5.5% 22,176 $7.3M
Entropy Technologies, LP 0.71% New 22,173 $7.3M
Hartford Financial Management Inc. 1.49% Reduce -1.6% 21,931 $7.2M
Concurrent Investment Advisors, LLC 0.18% Reduce -15.3% 21,799 $7.2M
City Holding Co. 1.01% Add +0.6% 21,689 $7.2M
Groupama Asset Managment 0.15% Add +6.3% 21,678 $7.1M
Trifecta Capital Advisors, LLC 1.50% Add +1.5% 21,647 $7.1M
Ferguson Wellman Capital Management, Inc. 0.14% Reduce -2.4% 21,604 $7.1M
Principle Wealth Partners LLC 0.51% Reduce -0.7% 21,547 $7.1M
Wesbanco Bank Inc. 0.25% Reduce -2.7% 21,478 $7.1M
Central Bank & Trust Co. 1.18% Reduce -8.9% 21,449 $7.1M
Merit Financial Group, LLC 0.11% Add +5.9% 21,373 $7.0M
Citizens National Bank Trust Department 1.50% Add +0.1% 21,243 $7.0M
Principal Securities, Inc. 0.16% Add +0.3% 19,310 $7.0M
Aull & Monroe Investment Management Corp 3.47% Reduce -1.6% 21,115 $7.0M
Knuff & Co LLC 2.33% No change 21,069 $6.9M
Andra AP-fonden 0.11% Reduce -68.7% 20,900 $6.9M
ARK Investment Management 0.07% Add +0.0% 20,857 $6.9M
GWN Securities Inc. 0.39% Add +595.2% 19,855 $6.9M
Forvis Mazars Wealth Advisors, LLC 0.16% Reduce -5.7% 20,724 $6.8M
Welch & Forbes LLC 0.09% Reduce -4.0% 20,721 $6.8M
Daiichi Life Insurance Co., Ltd. 0.20% No change 20,540 $6.8M
Sagespring Wealth Partners, LLC 0.17% Add +4.9% 20,495 $6.8M
New Age Alpha Advisors, LLC 0.30% Reduce -26.2% 20,474 $6.8M
Howe & Rusling Inc. 0.57% Reduce -2.9% 20,468 $6.8M
Searle & Co. 1.92% No change 20,353 $6.7M
Kingswood Wealth Advisors, LLC 0.61% Reduce -11.5% 20,280 $6.7M
Integrity Alliance, Llc. 0.26% Add +1225.1% 20,181 $6.7M
Integrated Wealth Concepts LLC 0.08% Add +10.1% 20,064 $6.6M
First Financial Bank - Trust Division 0.64% Reduce -9.5% 20,021 $6.6M
Tema ETFs LLC 1.97% Add +49.7% 19,958 $6.6M
Parcion Private Wealth LLC 0.54% Add +1.4% 19,924 $6.6M
Sentry LLC 1.28% Add +8.9% 19,904 $6.6M
Wilmington Savings Fund Society, FSB 0.12% Reduce -11.4% 19,868 $6.6M
CHURCHILL MANAGEMENT Corp 0.08% Reduce -1.1% 19,797 $6.5M
Valeo Financial Advisors, LLC 0.18% Reduce -0.9% 19,760 $6.5M
Bleakley Financial Group, LLC 0.21% Add +2.0% 19,748 $6.5M
Assetmark, Inc. 0.02% Add +4.3% 19,614 $6.5M
Spinnaker Trust 0.42% Reduce -8.2% 19,560 $6.5M
Boit C F David 3.23% No change 19,500 $6.4M
Community Bank of Raymore 5.19% Add +1.9% 19,466 $6.4M
LMR Partners LLP 0.18% Add +2150.8% 19,402 $6.4M
Koshinski Asset Management, Inc. 0.54% Reduce -1.0% 19,386 $6.4M
Physicians Financial Services, Inc. 2.03% Add +5.2% 19,334 $6.4M
Creekmur Asset Management LLC 1.33% Reduce -4.5% 19,258 $6.4M
Summitry LLC 0.32% Add +9.3% 19,126 $6.3M
Cannell & Spears LLC 0.14% Reduce -1.1% 19,009 $6.3M
Pinnacle Financial Partners Inc 0.13% Reduce -3.1% 17,975 $6.3M
AG2R La Mondiale Gestion D'actifs 0.34% — 17,876 $6.2M
Wedbush Securities Inc. 0.23% Reduce -2.4% 18,853 $6.2M
AE Wealth Management LLC 0.05% Reduce -25.3% 18,801 $6.2M
Mutual Advisors, LLC 0.18% Add +14.2% 20,090 $6.2M
Edgestream Partners, L.P. 0.21% Add +580.7% 18,596 $6.1M
EagleClaw Capital Managment, LLC 0.96% Add +8.2% 18,550 $6.1M
Sonora Investment Management Group, LLC 0.49% Add +16.8% 18,451 $6.1M
Transform Wealth, LLC 0.37% Reduce -1.6% 18,438 $6.1M
Caldwell Trust Co 0.65% Reduce -1.1% 18,399 $6.1M
Kiley Juergens Wealth Management, LLC 1.61% Reduce -0.5% 18,326 $6.0M
Highland Capital Management, LLC 0.36% Add +10.1% 18,268 $6.0M
Northeast Investment Management 0.28% Reduce -9.9% 18,153 $6.0M
King Luther Capital Management Corp. 0.03% Reduce -2.8% 18,150 $6.0M
Neville Rodie & Shaw Inc. 0.47% Reduce -1.0% 18,145 $6.0M
Vestcor Inc 0.20% Add +2.0% 18,124 $6.0M
Fourpath Capital Management, LLC 1.04% Reduce -0.1% 18,088 $6.0M
Aries Wealth Management 1.61% No change 17,992 $5.9M
Moors & Cabot, Inc. 0.30% Reduce -15.3% 17,965 $5.9M
Ashton Thomas Private Wealth, LLC 0.23% Add +87.6% 17,926 $5.9M
OneDigital Investment Advisors LLC 0.07% Reduce -3.6% 17,871 $5.9M
Foster & Motley Inc. 0.37% Add +5.1% 17,818 $5.9M
CCM Investment Group, LLC 0.62% Add +28.9% 17,751 $5.9M
Cordgrass Capital Advisors, LLC 1.67% No change 17,713 $5.8M
Empirical Finance, LLC 0.35% Add +1.3% 17,705 $5.8M
Level Four Advisory Services, LLC 0.24% Add +9.3% 17,559 $5.8M
Equitable Holdings, Inc. 0.06% Add +14.7% 17,546 $5.8M
Bridge Creek Capital Management LLC 1.81% Add +0.4% 17,436 $5.8M
EP Wealth Advisors, LLC 0.05% Reduce -1.7% 17,319 $5.7M
Ipswich Investment Management Co., Inc. 1.41% Reduce -2.5% 17,247 $5.7M
Country Club Bank 0.38% Add +1.1% 17,246 $5.7M
Romano Brothers and Company 0.73% No change 17,224 $5.7M
Advocate Group LLC 1.03% Reduce -1.4% 17,189 $5.7M
Colonial Trust Advisors 0.50% Add +0.4% 17,145 $5.7M
Griffin Asset Management, Inc. 0.69% Add +0.2% 17,129 $5.6M
Stratos Wealth Partners, LTD. 0.09% Reduce -19.9% 17,041 $5.6M
Fifth Third Wealth Advisors LLC 0.29% Add +6.3% 16,696 $5.5M
Cary Street Partners Financial LLC 0.17% Add +6.6% 16,694 $5.5M
Family Legacy, Inc. 1.89% Add +0.0% 16,669 $5.5M
Debussy Capital Management LP 0.88% Reduce -4.2% 16,601 $5.5M
Wells Trecaso Financial Group, LLC 1.82% Add +2.3% 16,586 $5.5M
Roundview Capital LLC 0.39% Add +2.5% 16,582 $5.5M
Mairs & Power Inc. 0.06% Reduce -0.8% 16,553 $5.5M
Flputnam Investment Management Co. 0.10% Add +1.2% 16,523 $5.4M
Montag A & Associates Inc. 0.27% Add +0.2% 16,470 $5.4M
Caprock Group, LLC 0.17% Add +10.1% 16,417 $5.4M
Greenleaf Trust 0.05% Reduce -7.5% 16,411 $5.4M
Pallas Capital Advisors LLC 0.22% Add +2.9% 16,382 $5.4M
Sheaff Brock Investment Advisors, LLC 0.50% Reduce -0.8% 16,367 $5.4M
Tower Research Capital LLC (TRC) 0.16% Reduce -48.5% 16,358 $5.4M
Williams Jones Wealth Management, LLC. 0.07% Reduce -4.8% 16,313 $5.4M
Generali Investments CEE, investicni spolecnost, a.s. 0.50% Add +22.6% 16,300 $5.4M
Groupe la Francaise 0.11% Add +7.0% 15,968 $5.4M
Ascent Wealth Partners, LLC 0.72% Add +0.6% 16,239 $5.4M
Beese Fulmer Investment Management, Inc. 0.46% Reduce -0.0% 16,204 $5.3M
Holderness Investments Co. 1.24% Add +0.2% 16,177 $5.3M
Siemens Fonds Invest GmbH 0.37% Add +1.4% 16,144 $5.3M
Nomura Holdings Inc. 0.03% Reduce -72.0% 16,081 $5.3M
Sandhill Capital Partners LLC 0.44% Add +0.6% 16,071 $5.3M
Robertson Stephens Wealth Management, LLC 0.20% Reduce -8.5% 16,053 $5.3M
Wright Investors Service Inc. 1.75% Reduce -8.8% 16,031 $5.3M
Community Bank, N.A. 0.71% Reduce -3.7% 16,018 $5.3M
Columbia Asset Management 1.08% Reduce -5.7% 15,976 $5.3M
Anderson Hoagland & Co. 0.62% Add +0.1% 19,211 $5.3M
Chicago Capital, LLC 0.15% Add +5.3% 15,934 $5.3M
Guyasuta Investment Advisors Inc. 0.34% Reduce -1.6% 15,919 $5.3M
Legacy CG, LLC 1.69% Add +2.7% 15,871 $5.2M
Eastern Bank 0.10% Add +11.2% 15,776 $5.2M
Perigon Wealth Management, LLC 0.13% Reduce -23.5% 15,719 $5.2M
Geneos Wealth Management Inc. 0.17% Add +4.8% 15,684 $5.2M
Twin Capital Management Inc. 0.60% Reduce -2.4% 15,638 $5.2M
Compound Planning, Inc. 0.23% Reduce -33.0% 15,535 $5.1M
Illinois Municipal Retirement Fund 0.07% Reduce -48.9% 15,496 $5.1M
iA Global Asset Management Inc. 0.09% Reduce -17.8% 15,477 $5.1M
Edgar Lomax Co. 0.32% Reduce -80.3% 15,400 $5.1M
Covington Investment Advisors Inc. 0.79% Add +942.7% 15,380 $5.1M
Trajan Wealth LLC 0.27% Add +15.5% 15,207 $5.0M
Northwestern Mutual Investment Management Company, LLC 0.08% Reduce -0.8% 15,200 $5.0M
Alps Advisors Inc. 0.03% Reduce -3.1% 15,142 $5.0M
PFG Advisors 0.28% Add +63.8% 15,127 $5.0M
Mgo One Seven LLC 0.19% Add +7.8% 15,109 $5.0M
TCI Wealth Advisors, Inc. 0.40% Reduce -0.2% 15,090 $5.0M
Monument Capital Management 1.53% Add +1.0% 15,077 $5.0M
Kentucky Farm Bureau Mutual Insurance Co 1.16% No change 15,000 $4.9M
RBF Capital, LLC 0.31% No change 15,000 $4.9M
Gouws Capital LLC 3.23% Add +6.6% 14,990 $4.9M
Bell Asset Management Ltd 0.91% New 14,981 $4.9M
Sowell Financial Services LLC 0.22% Add +20.3% 14,949 $4.9M
Spire Wealth Management 0.16% Add +15.5% 14,916 $4.9M
Equitable Trust Co. 0.27% Reduce -2.8% 14,842 $4.9M
GAM Holding AG 0.38% Add +4.1% 14,832 $4.9M
Independent Financial Group, LLC 0.17% Add +5.4% 14,831 $4.9M
Verition Fund Management LLC 0.03% Add +83.3% 14,732 $4.9M
Leavell Investment Management, Inc. 0.24% Add +2.4% 14,708 $4.9M
Sandy Spring Bank 0.20% Add +1.3% 14,679 $4.8M
Robbins Farley 2.57% Add +0.8% 14,667 $4.8M
First Business Financial Services, Inc. 0.48% No change 14,667 $4.8M
Canandaigua National Bank & Trust Co. 0.48% Reduce -3.2% 14,657 $4.8M
Peregrine Asset Advisers, Inc. 1.81% Add +80.3% 14,656 $4.8M
Wealthcare Advisory Partners LLC 0.13% Reduce -1.6% 14,585 $4.8M
Malaga Cove Capital, LLC 2.08% Reduce -0.8% 14,565 $4.8M
Eukles Asset Management 2.11% Add +1.1% 14,547 $4.8M
Tokio Marine Asset Management Co. Ltd. 0.17% Add +4.4% 14,515 $4.8M
Burney Co./ 0.17% Reduce -2.4% 14,499 $4.8M
Richard Bernstein Advisors LLC 0.12% Reduce -3.9% 14,484 $4.8M
Bailard, Inc. 0.12% Add +1.0% 14,440 $4.8M
Montgomery Investment Management Inc. 1.89% No change 14,373 $4.7M
Mission Creek Capital Partners, Inc. 1.15% Reduce -1.3% 14,361 $4.7M
FRG Family Wealth Advisors LLC 0.91% No change 14,324 $4.7M
First Merchants Corp. 0.19% Reduce -2.7% 14,268 $4.7M
FAS Wealth Partners, Inc. 0.38% Add +3.6% 14,209 $4.7M
Private Wealth Asset Management, LLC 0.67% — 14,203 $4.7M
Johnson Financial Group, Inc. 0.23% Add +3.4% 14,184 $4.7M
Kentucky Retirement Systems Insurance Trust Fund 0.33% Reduce -37.7% 14,042 $4.6M
Liberty One Investment Management, LLC 0.47% Add +5.8% 14,035 $4.6M
IFP Advisors, Inc 0.14% Add +35.5% 14,018 $4.6M
SteelPeak Wealth, LLC 0.20% Reduce -6.1% 14,004 $4.6M
Seascape Capital Management 1.61% Add +1.4% 14,003 $4.6M
Bank of Hawaii 0.26% Reduce -3.6% 13,967 $4.6M
JPL Wealth Management, LLC 1.31% Add +3.1% 13,960 $4.6M
Blue Edge Capital, LLC 0.74% Add +0.3% 13,923 $4.6M
Mathes Company, Inc. 1.88% Reduce -2.2% 13,902 $4.6M
Pflug Koory, LLC 2.55% Reduce -0.4% 13,900 $4.6M
Reliant Investment Management, LLC 2.37% Reduce -0.3% 13,830 $4.6M
Altrius Capital Management Inc 1.11% Add +2.4% 13,785 $4.5M
Asset Dedication, LLC 0.37% Reduce -2.4% 13,751 $4.5M
Capital Investment Counsel, Inc 0.68% Add +31.1% 13,736 $4.5M
Thoroughbred Financial Services, LLC 0.28% Add +2.0% 13,730 $4.5M
CWA Asset Management Group, LLC 0.22% Add +14.1% 13,725 $4.5M
Snowden Capital Advisors LLC 0.15% Reduce -17.0% 13,718 $4.5M
Studio Investment Management LLC 0.93% Reduce -7.6% 13,671 $4.5M
Financial Advocates Investment Management 0.32% Reduce -3.8% 13,653 $4.5M
B & T Capital Management DBA Alpha Capital Management 0.85% Add +3.7% 13,616 $4.5M
Truvestments Capital LLC 0.97% Add +33.5% 13,607 $4.5M
Resolute Wealth Strategies, LLC 2.49% Add +0.2% 13,536 $4.5M
Capital Asset Advisory Services LLC 0.23% Add +74.4% 13,320 $4.5M
Viewpoint Capital Management LLC 2.40% Add +1.5% 13,505 $4.5M
United Capital Management of KS, Inc. 0.92% Reduce -56.7% 13,450 $4.4M
Brown Brothers Harriman & Co. 0.03% Reduce -0.0% 13,306 $4.4M
Webster Bank, N. A. 0.48% Add +1.8% 13,298 $4.4M
Jericho Financial, LLP 3.18% Add +7.1% 13,276 $4.4M
FourThought Financial Partners, LLC 0.46% Reduce -0.4% 13,201 $4.4M
Traynor Capital Management, Inc. 0.37% Reduce -1.0% 13,123 $4.3M
Plato Investment Management Ltd 0.36% Reduce -11.4% 12,929 $4.3M
Global Wealth Management Investment Advisory, Inc. 0.86% Add +3.6% 13,052 $4.3M
Focus Partners Advisor Solutions, LLC 0.07% Add +12.2% 13,036 $4.3M
Tudor Investment Corporation 0.04% Reduce -71.9% 12,902 $4.3M
Capstone Investment Advisors, LLC 0.05% Add +2908.6% 12,877 $4.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.11% Add +22.7% 12,875 $4.2M
Anchor Investment Management, LLC 0.40% Reduce -7.1% 12,872 $4.2M
Ledyard National Bank 0.42% Add +1.2% 12,822 $4.2M
Hodges Capital Management Inc. 0.42% Reduce -41.7% 12,801 $4.2M
Gilliland Jeter Wealth Management LLC 1.49% Reduce -2.9% 12,779 $4.2M
Ogorek Anthony Joseph /NY/ 1.39% Add +1.7% 12,778 $4.2M
Occidental Asset Management, LLC 0.64% Add +10.7% 12,769 $4.2M
Allstate Corp. 0.12% Reduce -11.8% 12,700 $4.2M
IronBridge Private Wealth, LLC 1.65% Reduce -3.3% 12,665 $4.2M
Faithward Advisors, LLC 0.73% Reduce -2.0% 12,626 $4.2M
Arkadios Wealth Advisors 0.16% Add +96.2% 12,621 $4.2M
Smith Salley Wealth Management 0.27% Add +48.0% 12,617 $4.2M
Hayek Kallen Investment Management 1.53% Reduce -0.0% 12,589 $4.2M
Johnson Investment Counsel Inc. 0.04% Reduce -0.8% 12,554 $4.1M
Barbara Oil Co. 1.67% No change 12,500 $4.1M
Mather Group, Llc. 0.05% Add +4.3% 12,474 $4.1M
L & S Advisors Inc 0.58% New 12,473 $4.1M
Essex Financial Services, Inc. 0.30% Reduce -5.9% 12,435 $4.1M
Stonebridge Capital Management Inc. 1.77% Reduce -2.2% 12,422 $4.1M
Jacobi Capital Management LLC 0.30% Add +1.2% 12,416 $4.1M
Kintegral Advisory, LLC 0.41% Reduce -0.3% 12,370 $4.1M
Alberta Investment Management Corp 0.03% No change 12,300 $4.1M
Valley Wealth Managers, Inc. 0.31% Reduce -0.4% 12,271 $4.0M
GMO 0.01% Add +239.7% 12,236 $4.0M
Iowa State Bank 0.86% Reduce -3.0% 12,220 $4.0M
Meeder Advisory Services, Inc. 0.24% Reduce -1.1% 12,208 $4.0M
Sapient Capital LLC 0.08% Reduce -0.8% 12,207 $4.0M
Nicholas Hoffman & Company, LLC. 0.15% Add +8.1% 12,205 $4.0M
Modus Advisors, LLC 1.30% Reduce -0.5% 12,077 $4.0M
Vista Investment Partners LLC 1.21% Reduce -1.1% 12,071 $4.0M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -18.6% 11,986 $4.0M
New Hampshire Trust 0.90% Reduce -0.7% 11,962 $3.9M
Trust Co. of Vermont 0.20% Reduce -2.8% 11,953 $3.9M
Signaturefd, LLC 0.07% Add +2.1% 11,936 $3.9M
Applied Capital LLC 3.16% Reduce -3.5% 11,928 $3.9M
Farther Finance Advisors, LLC 0.10% Add +41.6% 11,843 $3.9M
Teamwork Financial Advisors, LLC 0.54% Reduce -14.8% 11,823 $3.9M
Azimuth Capital Investment Management LLC 0.16% Reduce -4.2% 11,810 $3.9M
Argyle Capital Management, LLC 1.44% Add +1.8% 11,769 $3.9M
North Star Investment Management Corp. 0.28% Reduce -4.4% 11,766 $3.9M
Regency Capital Management Inc.\DE 2.32% Add +0.9% 11,757 $3.9M
Quadrant Capital Group LLC 0.14% Add +75.9% 11,739 $3.9M
J.P. Marvel Investment Advisors, LLC 0.67% Reduce -5.0% 11,734 $3.9M
Raiffeisen Bank International AG 0.06% Add +31.5% 11,735 $3.9M
Sound View Wealth Advisors Group, LLC 0.32% Reduce -1.8% 11,715 $3.9M
MV Capital Management, Inc. 0.41% Add +6.5% 11,703 $3.9M
Procyon Advisors, LLC 0.23% Add +1.5% 11,636 $3.8M
IHT Wealth Management, LLC 0.12% Add +17.1% 11,636 $3.8M
Plimoth Trust Co. LLC 0.99% Reduce -7.5% 11,574 $3.8M
Hudson Capital Management LLC 1.20% Add +6.0% 11,547 $3.8M
Amova Asset Management Americas, Inc. 0.05% Reduce -6.5% 11,540 $3.8M
Trust Co. of Toledo NA 0.50% No change 11,491 $3.8M
Seizert Capital Partners, LLC 0.17% Reduce -1.2% 11,401 $3.8M
Jackson Square Capital, LLC 1.22% Reduce -32.7% 11,361 $3.7M
Ameritas Investment Partners, Inc. 0.13% Reduce -4.7% 11,358 $3.7M
Members Trust Co 0.13% Reduce -0.5% 11,340 $3.7M
GAMMA Investing LLC 0.28% Add +32.0% 11,311 $3.7M
MWA Asset Management 2.58% Add +2.0% 11,265 $3.7M
Pure Financial Advisors, LLC 0.08% Add +4.6% 11,187 $3.7M
Providence Wealth Advisors, LLC 2.79% Reduce -1.0% 11,178 $3.7M
Money Concepts Capital Corp. 0.28% Add +0.3% 11,150 $3.7M
Whitener Capital Management, Inc. 1.04% Reduce -2.2% 11,103 $3.7M
Spirit of America Management Corp. 0.74% Reduce -2.6% 11,090 $3.7M
Kingsview Wealth Management, LLC 0.07% Reduce -0.8% 11,073 $3.7M
CPA Asset Management Group, LLC 1.60% No change 11,009 $3.6M
Moneta Group Investment Advisors LLC 0.05% Reduce -1.2% 10,943 $3.6M
Stokes Capital Advisors, LLC 0.92% New 10,933 $3.6M
Creative Financial Designs Inc. 0.29% Reduce -6.0% 10,919 $3.6M
Focus Financial Network, Inc. 0.15% Reduce -0.6% 10,863 $3.6M
Slow Capital, Inc. 0.48% Add +1.3% 10,834 $3.6M
Smith, Moore & Co. 0.33% Reduce -4.0% 10,830 $3.6M
Asset Management Group, Inc. 0.66% Add +0.3% 10,806 $3.6M
BNC Wealth Management, LLC 1.28% Add +2.0% 10,782 $3.6M
Boyd Watterson Asset Management LLC 1.14% No change 10,729 $3.5M
Jaffetilchin Investment Partners, LLC 0.26% Add +5.8% 10,716 $3.5M
Old National Bancorp 0.09% Reduce -11.6% 10,678 $3.5M
Tritonpoint Wealth, LLC 0.33% Add +0.8% 10,659 $3.5M
Lifeworks Advisors, LLC 0.58% Add +13.3% 10,625 $3.5M
Mission Wealth Management, LP 0.09% Add +32.3% 10,612 $3.5M
Mystic Asset Management, Inc. 0.92% No change 10,605 $3.5M
Heritage Trust Co 0.42% Add +7.8% 10,599 $3.5M
Advisors Asset Management, Inc. 0.07% Reduce -36.6% 10,584 $3.5M
Rokos Capital Management LLP 0.10% New 10,558 $3.5M
Great Valley Advisor Group, Inc. 0.07% Add +4.4% 10,552 $3.5M
Diversified Trust Co. 0.09% Add +38.2% 10,542 $3.5M
BLB&B Advisors, LLC 0.18% Add +0.1% 10,521 $3.5M
PEAK6 LLC 0.14% Add +525900.0% 10,520 $3.5M
Zhang Financial LLC 0.18% Add +14.5% 10,485 $3.5M
DT Investment Partners, LLC 0.33% Reduce -16.2% 10,448 $3.4M
Verdence Capital Advisors LLC 0.26% Reduce -1.8% 10,415 $3.4M
NorthRock Partners, LLC 0.11% Add +2.8% 10,348 $3.4M
Whalerock Point Partners, LLC 0.84% Reduce -4.2% 10,342 $3.4M
Naples Global Advisors, LLC 0.32% Add +4.1% 10,257 $3.4M
Argent Trust Co 0.14% Reduce -5.0% 10,246 $3.4M
Consolidated Capital Management, LLC 1.40% Add +6.5% 10,246 $3.4M
Parallel Advisors, LLC 0.08% Add +1.3% 10,230 $3.4M
Modern Wealth Management, LLC 0.11% Add +3.1% 10,217 $3.4M
VestGen Advisors, LLC 0.15% — 10,214 $3.4M
Concord Wealth Partners 0.55% Add +10.5% 10,209 $3.4M
Onex Canada Asset Management Inc. 0.43% Reduce -0.3% 10,125 $3.3M
Mattern Wealth Management LLC 0.74% Add +6.6% 10,103 $3.3M
Fisher Funds Management LTD 0.08% No change 10,023 $3.3M
Kinloch Capital, LLC 1.58% Reduce -5.7% 9,992 $3.3M
RFG - Bristol Wealth Advisors, LLC 1.10% Add +9.2% 9,967 $3.3M
LMG Wealth Partners, LLC 0.73% Add +0.7% 9,959 $3.3M
Family Manage LLC 0.54% Add +4.3% 9,944 $3.3M
Delta Capital Management LLC 1.92% Add +888.0% 9,880 $3.3M
First Dallas Securities Inc. 1.36% Reduce -0.1% 9,854 $3.3M
SeaCrest Wealth Management, LLC 0.36% Add +1.3% 9,755 $3.2M
Nilsine Partners, LLC 0.35% Reduce -0.9% 9,713 $3.2M
RB Capital Management, LLC 0.81% Reduce -0.5% 9,702 $3.2M
Finer Wealth Management, Inc. 1.91% Add +2.7% 9,680 $3.2M
Wellington Shields & Co., LLC 0.99% Add +0.3% 9,637 $3.2M
Cullen/Frost Bankers, Inc. 0.04% Reduce -7.2% 9,609 $3.2M
Credit Industriel Et Commercial 0.72% New 9,604 $3.2M
Ritholtz Wealth Management 0.09% Add +0.0% 9,587 $3.2M
Cumberland Advisors Inc. 1.43% Reduce -3.0% 9,553 $3.2M
Evercore Wealth Management, LLC 0.05% Reduce -6.7% 9,484 $3.1M
Mitchell McLeod Pugh & Williams Inc. 0.65% Add +0.0% 9,478 $3.1M
V-Square Quantitative Management LLC 0.46% Add +5.1% 9,467 $3.1M
Compagnie Lombard Odier SCmA 0.04% Reduce -54.5% 9,447 $3.1M
HBK Sorce Advisory LLC 0.09% Add +1.0% 9,409 $3.1M
Profund Advisors LLC 0.13% Reduce -7.5% 9,395 $3.1M
Cambridge Advisors Inc. 0.68% No change 9,364 $3.1M
Palisade Asset Management, LLC 0.32% Reduce -0.4% 9,347 $3.1M
1ST Source Bank 0.18% Add +0.5% 9,303 $3.1M
SevenBridge Financial Group, LLC 0.60% Add +39.8% 8,954 $3.1M
Fidelis Capital Partners, LLC 0.32% Reduce -0.3% 9,970 $3.1M
Caldwell Sutter Capital, Inc. 1.45% Add +0.0% 9,262 $3.1M
First National Bank & Trust Co. of Newtown 0.64% Reduce -0.1% 9,222 $3.0M
CreativeOne Wealth, LLC 0.09% Add +12.5% 9,192 $3.0M
Buckley Wealth Management, LLC 0.94% No change 9,190 $3.0M
World Investment Advisors 0.08% Reduce -12.0% 9,089 $3.0M
Arete Wealth Advisors, LLC 0.23% Add +26.8% 9,063 $3.0M
McKinley Carter Wealth Services, Inc. 0.18% Reduce -1.0% 9,060 $3.0M
Y-Intercept (Hong Kong) Ltd 0.20% Add +7.9% 9,025 $3.0M
Aire Advisors, LLC 0.63% Reduce -2.2% 9,017 $3.0M
Mill Capital Management, LLC 0.24% Reduce -7.6% 8,999 $3.0M
Baldwin Investment Management, LLC 0.36% Add +15.3% 8,990 $3.0M
South Dakota Investment Council 0.06% No change 8,964 $3.0M
Fairfield Financial Advisors, LTD 1.12% Add +23.2% 8,959 $3.0M
Cannon Advisors, Inc. 2.71% Reduce -3.1% 8,932 $2.9M
Penobscot Investment Management Company, Inc. 0.28% Reduce -0.7% 8,915 $2.9M
Douglass Winthrop Advisors, LLC 0.06% Reduce -0.2% 8,885 $2.9M
KMG Fiduciary Partners, LLC 0.24% Add +117.2% 8,884 $2.9M
Asahi Life Asset Management Co., LTD. 1.90% Reduce -0.4% 8,878 $2.9M
AlphaQuest LLC 0.32% Add +411.2% 8,859 $2.9M
Foundations Investment Advisors, LLC 0.05% Add +15.1% 8,844 $2.9M
HITE Hedge Asset Management LLC 0.18% Reduce -21.1% 8,817 $2.9M
Schnieders Capital Management LLC 0.62% Reduce -10.2% 8,800 $2.9M
Westpac Banking Corp. 0.21% No change 8,767 $2.9M
AlTi Global, Inc. 0.08% Reduce -4.4% 8,749 $2.9M
Cullen Investment Group, LTD. 0.43% Reduce -0.8% 8,690 $2.9M
Worldquant Millennium Advisors LLC 0.02% Add +103.1% 8,676 $2.9M
Prudential PLC 0.01% Reduce -27.8% 8,629 $2.8M
Naviter Wealth, LLC 0.34% Add +0.5% 8,577 $2.8M
Abn Amro Investment Solutions 0.06% Add +0.8% 8,565 $2.8M
Pinnacle Holdings, LLC 1.24% Reduce -4.6% 8,536 $2.8M
River Street Advisors LLC 1.39% No change 8,522 $2.8M
Factor Wealth Management LTD 0.86% Add +0.1% 8,506 $2.8M
Davidson Capital Management Inc. 0.76% Reduce -12.1% 8,500 $2.8M
Mufg Securities Americas Inc. 0.32% Add +18.7% 8,460 $2.8M
Cornell Pochily Investment Advisors, Inc. 0.98% Add +0.5% 8,458 $2.8M
Daymark Wealth Partners, LLC 0.12% Reduce -93.4% 8,450 $2.8M
Horizon Investments, LLC 0.08% Add +2.5% 8,478 $2.8M
Gould Capital, LLC 1.94% Reduce -1.4% 8,400 $2.8M
Bernard Wealth Management Corp. 1.35% Add +0.7% 8,390 $2.8M
Inspire Advisors, LLC 0.32% Add +22.0% 8,350 $2.8M
Hanson & Doremus Investment Management 0.40% Reduce -0.4% 8,342 $2.8M
Keeler Thomas Management LLC 1.34% Reduce -46.1% 8,323 $2.7M
Radnor Capital Management, LLC 0.46% No change 8,312 $2.7M
Ballentine Partners, LLC 0.05% Reduce -2.3% 8,291 $2.7M
Graypoint LLC 0.17% Reduce -22.6% 8,258 $2.7M
Tradewinds, LLC. 0.77% Add +0.2% 8,252 $2.7M
Capital Group Investment Management Pte. LTD. 0.56% Reduce -51.6% 8,246 $2.7M
Park National Corp. 0.10% Reduce -0.9% 8,222 $2.7M
Qtron Investments LLC 0.41% Reduce -4.3% 8,216 $2.7M
Hudock, Inc. 0.47% Reduce -11.8% 8,213 $2.7M
Monetary Management Group Inc. 0.73% Reduce -19.7% 8,212 $2.7M
Shell Asset Management Co. 0.13% Reduce -3.2% 8,195 $2.7M
Boltwood Capital Management 0.82% Reduce -0.5% 8,195 $2.7M
Gables Capital Management Inc. 1.32% Add +6.9% 8,115 $2.7M
Oddo BHF Asset Management Sas 0.11% Reduce -19.0% 8,093 $2.7M
Concord Asset Management, LLC 0.59% Add +47.7% 8,992 $2.7M
Stonegate Investment Group, LLC 0.07% Reduce -0.9% 7,992 $2.6M
MIdWestOne Financial Group, Inc. 0.37% Add +0.9% 7,987 $2.6M
Focused Wealth Management, Inc 0.36% Add +2.9% 7,962 $2.6M
Adirondack Trust Co. 1.02% Reduce -1.7% 7,953 $2.6M
First Horizon Advisors, Inc. 0.07% Reduce -0.6% 7,921 $2.6M
Horizon Kinetics Asset Management LLC 0.03% Reduce -0.3% 7,918 $2.6M
Fruth Investment Management 0.73% Reduce -0.1% 7,898 $2.6M
Loudon Investment Management, LLC 1.49% Reduce -1.3% 7,888 $2.6M
Petredis Investment Advisors LLC 0.27% New 7,868 $2.6M
Field & Main Bank 0.92% Reduce -0.3% 7,857 $2.6M
Atlantic Union Bankshares Corp 0.16% Reduce -1.7% 7,829 $2.6M
Howland Capital Management LLC 0.11% No change 7,817 $2.6M
Lowe Brockenbrough & Co. Inc. 0.17% Add +0.1% 7,805 $2.6M
Valley Brook Capital Group, Inc. 2.02% Reduce -1.6% 7,801 $2.6M
Gifford Fong Associates 0.64% No change 7,800 $2.6M
Oxbow Advisors, LLC 0.28% Reduce -1.0% 7,768 $2.6M
Private Trust Co. NA 0.26% Reduce -8.2% 7,762 $2.6M
Harbor Capital Advisors, Inc. 0.12% Reduce -28.6% 7,737 $2.6M
St Germain D J Co. Inc. 0.12% Reduce -7.4% 7,731 $2.5M
Little House Capital LLC 0.70% Add +5.9% 7,731 $2.5M
Old Port Advisors 0.76% Reduce -1.9% 7,724 $2.5M
Mb, Levis & Associates, LLC 1.18% Add +0.1% 7,724 $2.5M
Lake Street Private Wealth, LLC 0.42% Add +7.4% 7,711 $2.5M
Maven Securities LTD 0.56% Add +730.2% 7,704 $2.5M
Choate Investment Advisors 0.06% Add +3.3% 7,681 $2.5M
Leonteq Securities AG 0.19% Add +29.8% 7,727 $2.5M
Orleans Capital Management Corp. 1.49% Add +0.6% 7,663 $2.5M
Pine Valley Investments Ltd Liability Co 0.16% Add +1.7% 7,639 $2.5M
Vista Investment Partners Ii, LLC 1.39% Add +2.5% 7,622 $2.5M
JBR Co Financial Management Inc 1.47% No change 7,612 $2.5M
Oarsman Capital, Inc. 0.45% Add +2.3% 7,581 $2.5M
Exchange Bank 2.02% No change 7,575 $2.5M
Investors Asset Management of Georgia Inc. /Ga/ 1.26% Reduce -1.0% 7,560 $2.5M
D. Scott Neal, Inc. 1.38% No change 7,549 $2.5M
Dorsey & Whitney Trust CO LLC 0.14% Add +1.1% 7,539 $2.5M
Becker Capital Management Inc. 0.08% Reduce -3.3% 7,536 $2.5M
Banque Transatlantique SA 0.07% Reduce -10.7% 7,530 $2.5M
Linden Thomas Advisory Services, LLC 0.32% Add +7.2% 7,489 $2.5M
Indiana Trust & Investment Management Co 0.89% Add +2.1% 7,454 $2.5M
Rollins Financial Advisors, LLC 0.43% Add +3.4% 7,440 $2.5M
Brighton Jones LLC 0.08% Add +0.3% 7,431 $2.5M
Tyche Wealth Partners LLC 0.53% Add +2.4% 7,409 $2.4M
Beacon Bank & Trust 0.59% Reduce -1.9% 7,356 $2.4M
Arrow Financial Corp 0.27% Reduce -46.5% 7,337 $2.4M
Core Wealth Advisors, Inc. 0.77% Reduce -11.0% 7,333 $2.4M
Murphy, Middleton, Hinkle & Parker, Inc. 1.35% No change 7,324 $2.4M
Argent Advisors, Inc. 0.81% Add +4.9% 7,319 $2.4M
G&S Capital LLC 1.02% Add +2.4% 7,293 $2.4M
Glen Eagle Advisors, LLC 0.39% Add +6.0% 7,209 $2.4M
Columbia Bank 0.82% Reduce -1.0% 7,202 $2.4M
Forum Financial Management, LP 0.04% Add +1.8% 7,177 $2.4M
Fieldview Capital Management, LLC 0.33% Reduce -10.4% 7,160 $2.4M
Capital & Planning, LLC 1.74% Add +5.9% 7,119 $2.3M
Stone Summit Wealth LLC 0.79% Add +4.8% 7,077 $2.3M
Cross Staff Investments Inc 1.76% Reduce -0.5% 7,066 $2.3M
Vivid Wealth Management, LLC 1.16% Add +6.3% 7,027 $2.3M
Forefront Wealth Management Inc. 2.14% Add +0.4% 7,011 $2.3M
Sumitomo Life Insurance Co. 0.08% Reduce -1.5% 7,009 $2.3M
Hennessy Advisors Inc. 0.08% Reduce -18.6% 7,000 $2.3M
Ostrum Asset Management 0.12% Add +33.4% 6,999 $2.3M
Schear Investment Advisers, LLC 1.33% Add +1.7% 6,981 $2.3M
Legacy Bridge, LLC 1.28% Reduce -2.5% 6,972 $2.3M
Quest Investment Management LLC 0.28% No change 6,968 $2.3M
Franklin Street Advisors Inc. 0.16% Reduce -0.6% 6,961 $2.3M
Modera Wealth Management, LLC 0.03% Reduce -2.4% 6,953 $2.3M
Gladstone Institutional Advisory LLC 0.11% Reduce -25.9% 6,948 $2.3M
Clearbridge Investments, LLC 0.00% Add +24.1% 6,945 $2.3M
Valley National Advisers Inc. 0.41% Add +4.2% 6,926 $2.3M
Certuity, LLC 0.24% Add +14.6% 6,914 $2.3M
Sargent Investment Group, LLC 0.36% Add +6.0% 6,906 $2.3M
BCM Advisors, LLC 0.51% Reduce -0.6% 7,001 $2.3M
Triangle Securities Wealth Management 0.58% Add +3.0% 6,869 $2.3M
RFG Advisory, LLC 0.06% Add +1.8% 6,863 $2.3M
Slagle Financial, LLC 1.00% Reduce -0.4% 6,828 $2.3M
DMKC Advisory Services, LLC 2.02% Reduce -0.2% 6,814 $2.2M
Staley Capital Advisers Inc. 0.10% No change 6,800 $2.2M
Chapin Davis, Inc. 0.76% Reduce -5.4% 6,786 $2.2M
Trueblood Wealth Management, LLC 1.04% Add +0.5% 6,786 $2.2M
Trust Investment Advisors 1.44% Reduce -6.3% 6,767 $2.2M
Aigen Investment Management, LP 0.35% New 6,710 $2.2M
Ar Asset Management Inc. 0.51% No change 6,700 $2.2M
Eagle Rock Investment Company, LLC 0.38% Add +13.1% 6,700 $2.2M
Great Lakes Retirement, Inc. 0.29% Add +5.2% 6,693 $2.2M
Redmond Asset Management, LLC 0.57% No change 6,661 $2.2M
Stamos Capital Partners, L.P. 0.57% Reduce -12.6% 6,651 $2.2M
Old Mission Investment Co LLC 0.66% Add +3.5% 6,650 $2.2M
Greenfield Savings Bank 1.08% Add +2.4% 6,646 $2.2M
Heritage Wealth Management, Inc. 0.75% Reduce -6.2% 6,638 $2.2M
Court Place Advisors, LLC 0.73% Reduce -4.0% 6,635 $2.2M
Southeast Asset Advisors, LLC 0.27% Add +82.9% 6,626 $2.2M
Nemes Rush Group LLC 0.28% Reduce -1.9% 6,619 $2.2M
MFG Wealth Management, Inc. 2.08% Add +3.5% 6,589 $2.2M
CGN Advisors LLC 0.21% Add +2.7% 6,588 $2.2M
Syon Capital LLC 0.18% Add +8.5% 6,566 $2.2M
AMG National Trust Bank 0.06% Reduce -0.9% 6,546 $2.2M
Coastline Trust Co 0.27% Add +3.7% 6,521 $2.2M
Shepherd Financial Partners LLC 0.25% Add +9.8% 6,473 $2.1M
Portman Square Capital LLP 1.87% New 6,464 $2.1M
Harbour Investments, Inc. 0.06% Reduce -1.8% 6,442 $2.1M
Insight Wealth Strategies, LLC 0.29% Add +0.5% 6,441 $2.1M
Compton Wealth Advisory Group, LLC 0.59% Reduce -12.1% 6,440 $2.1M
Avantax Planning Partners, Inc. 0.07% Add +2.2% 6,406 $2.1M
Gen-Wealth Partners Inc 0.88% Add +5.1% 6,400 $2.1M
International Assets Investment Management, LLC 0.18% Add +17.4% 6,385 $2.1M
TKG Advisors, LLC 1.04% Add +6.7% 6,382 $2.1M
Wedmont Private Capital 0.11% Reduce -2.5% 7,148 $2.1M
44 Wealth Management LLC 0.79% Reduce -2.3% 6,357 $2.1M
Ignite Planners, LLC 0.41% Add +8.8% 6,661 $2.1M
Advisors Preferred, LLC 0.28% New 6,300 $2.1M
Fort Point Capital Partners LLC 0.23% Reduce -3.7% 6,311 $2.1M
Good Life Advisors, LLC 0.15% Add +0.4% 6,305 $2.1M
Ellis Investment Partners, LLC 0.43% Reduce -10.7% 6,304 $2.1M
Checchi Capital Advisers, LLC 0.15% Add +1.9% 6,277 $2.1M
CNB Bank 1.05% Add +5.9% 6,271 $2.1M
Parkside Financial Bank & Trust 0.26% Add +4.9% 6,267 $2.1M
Greater Midwest Financial Group, LLC 1.44% Add +5.5% 6,262 $2.1M
Resources Management Corp. /CT/ 0.29% Reduce -1.5% 6,230 $2.1M
E Fund Management Co., Ltd. 0.10% Add +18.1% 6,210 $2.0M
Weatherly Asset Management L. P. 0.18% Reduce -0.1% 6,207 $2.0M
Eads & Heald Wealth Management 1.04% Reduce -3.6% 6,208 $2.0M
D L Carlson Investment Group Inc. 0.39% Reduce -11.3% 6,205 $2.0M
Weaver Capital Management LLC 0.54% Reduce -29.8% 6,201 $2.0M
Vantage Point Financial LLC 1.02% Add +1.5% 6,164 $2.0M
Keudell/Morrison Wealth Management 0.48% Add +3.0% 6,152 $2.0M
Massachusetts Wealth Management 1.39% Reduce -4.8% 6,147 $2.0M
Arbor Trust Wealth Advisors, LLC 0.95% Reduce -5.9% 6,139 $2.0M
FLC Capital Advisors 0.45% Reduce -2.1% 6,136 $2.0M
Pinnacle Wealth Management Advisory Group, LLC 0.19% Add +8.5% 6,130 $2.0M
NewEdge Wealth, LLC 0.04% Reduce -4.4% 6,128 $2.0M
Virtu Financial LLC 0.11% Reduce -56.9% 6,121 $2.0M
PFG Investments, LLC 0.13% Add +4.1% 6,122 $2.0M
Cascade Investment Advisors, Inc. 1.36% Add +0.1% 6,120 $2.0M
Oak Asset Management, LLC 0.74% No change 6,120 $2.0M
HHM Wealth Advisors, LLC 0.27% Add +2.1% 6,106 $2.0M
WealthPlan Investment Management, LLC 0.20% No change 6,100 $2.0M
Osborne Partners Capital Management, LLC 0.12% Add +0.9% 6,093 $2.0M
River Wealth Advisors LLC 0.28% Reduce -2.6% 6,087 $2.0M
Solidarity Wealth, LLC 0.49% New 6,074 $2.0M
Cordatus Wealth Management LLC 0.55% Add +391.7% 6,072 $2.0M
Moneco Advisors, LLC 0.21% Add +0.0% 6,069 $2.0M
Biltmore Family Office, LLC 0.34% No change 6,040 $2.0M
Wilson & Boucher Capital Management, LLC 1.48% Reduce -2.0% 6,031 $2.0M
Essex Bank 0.49% Reduce -1.6% 6,029 $2.0M
Drive Wealth Management, LLC 0.47% Add +111.1% 6,020 $2.0M
Strategic Advisors LLC 0.38% Add +5.0% 6,011 $2.0M
Thompson Siegel & Walmsley LLC 0.03% Reduce -5.2% 6,001 $2.0M
Crown Oak Advisors, LLC 1.00% No change 6,000 $2.0M
Bragg Financial Advisors, Inc 0.08% Reduce -2.2% 5,987 $2.0M
Cozad Asset Management Inc. 0.20% Reduce -22.1% 5,974 $2.0M
Kentucky Trust Co 1.17% Reduce -1.5% 5,963 $2.0M
Aljian Capital Management, LLC 0.46% Add +0.2% 5,931 $2.0M
Bartlett & Co. Wealth Management LLC 0.03% Reduce -2.7% 5,925 $2.0M
Perkins Coie Trust Co 0.44% Reduce -4.2% 5,894 $1.9M
Wealth Architects, LLC 0.21% Add +42.3% 5,888 $1.9M
Cottage Street Advisors LLC 0.97% Add +1.1% 5,862 $1.9M
First National Bank Sioux Falls 0.78% No change 5,851 $1.9M
Crawford Investment Counsel Inc. 0.03% Add +44.7% 5,850 $1.9M
Westwood Holdings Group Inc. 0.01% Reduce -0.9% 5,847 $1.9M
AAFMAA Wealth Management & Trust LLC 0.88% Reduce -13.2% 5,846 $1.9M
JFS Wealth Advisors, LLC 0.13% Add +79.6% 5,831 $1.9M
LGT Group Foundation 0.03% Add +2.8% 5,810 $1.9M
Dana Investment Advisors, Inc. 0.07% Reduce -84.8% 5,800 $1.9M
Ethos Financial Group, LLC 0.18% Add +337.5% 5,526 $1.9M
Bahl & Gaynor LLC 0.01% Reduce -1.7% 5,778 $1.9M
Victrix Investment Advisors 1.00% Add +0.6% 5,797 $1.9M
Watershed Private Wealth LLC 0.76% Reduce -1.2% 5,756 $1.9M
Haverford Trust Co 0.02% Reduce -7.2% 5,727 $1.9M
Intellectus Partners, LLC 0.47% Reduce -1.7% 5,712 $1.9M
Investment House LLC 0.11% Reduce -0.4% 5,708 $1.9M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 5,699 $1.9M
Convergence Investment Partners, LLC 0.52% Reduce -2.6% 5,677 $1.9M
Hilltop Holdings Inc. 0.12% Add +42.6% 5,651 $1.9M
Hager Investment Management Services, LLC 1.30% Reduce -2.5% 5,644 $1.9M
Alaethes Wealth, LLC 0.68% Add +2.5% 5,638 $1.9M
Bridges Investment Management Inc. 0.03% Reduce -2.7% 5,615 $1.9M
Beaton Management Co. Inc. 0.96% Reduce -0.9% 5,603 $1.8M
Huntleigh Advisors, Inc. 0.31% Add +1.2% 5,600 $1.8M
Confluence Wealth Services, Inc. 0.12% Add +60.8% 6,242 $1.8M
Aaron Wealth Advisors LLC 0.21% Reduce -8.3% 5,590 $1.8M
ARS Wealth Advisors Group, LLC 0.26% Reduce -2.9% 5,574 $1.8M
Cooper Financial Group 0.24% Reduce -0.8% 5,569 $1.8M
Clark Capital Management Group, Inc. 0.01% Reduce -11.6% 5,539 $1.8M
Accurate Wealth Management, LLC 0.35% Add +13.4% 6,211 $1.8M
Littlejohn Financial Services, Inc. 1.44% New 5,513 $1.8M
Trust Point Inc. 0.17% Reduce -8.8% 5,502 $1.8M
Jefferies Financial Group Inc. 0.03% Reduce -77.7% 5,499 $1.8M
Ingalls & Snyder LLC 0.06% Add +2.8% 5,495 $1.8M
Twinbeech Capital LP 0.03% New 5,489 $1.8M
Clarius Group, LLC 0.11% Add +14.8% 5,485 $1.8M
Nations Financial Group Inc, /Ia/ 0.14% Add +1.8% 5,464 $1.8M
Global Trust Asset Management, LLC 1.10% Reduce -39.9% 5,463 $1.8M
Advisors Management Group Inc. 0.39% Reduce -1.3% 5,462 $1.8M
Ti-Trust, Inc. 1.19% Reduce -36.1% 5,456 $1.8M
SCS Capital Management LLC 0.02% New 5,445 $1.8M
Symphony Financial, Ltd. Co. 1.06% Reduce -9.4% 6,217 $1.8M
Wolverine Asset Management LLC 0.13% Reduce -13.8% 5,388 $1.8M
Phoenix Financial Ltd. 0.03% Add +98.7% 5,368 $1.8M
Capital Investment Advisory Services, LLC 0.16% Add +7.2% 5,384 $1.8M
Garde Capital, Inc. 0.10% Add +0.0% 5,357 $1.8M
Patton Albertson Miller Group, LLC 0.26% Add +0.2% 5,347 $1.8M
AdvisorNet Financial, Inc 0.13% Reduce -3.9% 5,333 $1.8M
Frank, Rimerman Advisors LLC 0.14% Add +2.7% 5,329 $1.8M
Ascentis Independent Advisors 0.35% Add +47.2% 5,314 $1.8M
Connecticut Wealth Management, LLC 0.09% Reduce -2.8% 5,301 $1.7M
Stratos Wealth Advisors, LLC 0.10% Add +6.8% 5,298 $1.7M
Atlas Brown,Inc. 0.61% Reduce -1.2% 5,276 $1.7M
HUB Investment Partners, LLC 0.07% Add +49.7% 5,257 $1.7M
LGT Fund Management Co Ltd. 0.16% No change 5,249 $1.7M
Eldridge Investment Advisors, Inc. 0.40% Reduce -0.4% 5,243 $1.7M
True North Advisors, LLC 0.31% Reduce -4.2% 5,227 $1.7M
Applied Finance Capital Management, LLC 0.13% Add +5.7% 5,225 $1.7M
Wealthspire Advisors, LLC 0.01% Reduce -4.5% 5,200 $1.7M
CFC Planning Co LLC 1.87% Add +7.4% 5,198 $1.7M
IFG Advisory, LLC 0.09% Reduce -3.1% 5,193 $1.7M
Wealth Group, Ltd. 1.11% Add +1.4% 5,185 $1.7M
Exencial Wealth Advisors, LLC 0.06% Add +0.9% 5,173 $1.7M
Martingale Asset Management L P 0.04% Reduce -15.9% 5,157 $1.7M
Smartleaf Asset Management LLC 0.16% Add +6.0% 5,139 $1.7M
RD Lewis Holdings, Inc. 1.91% Add +0.4% 5,224 $1.7M
Northern Financial Advisors Inc 1.39% Reduce -1.2% 5,100 $1.7M
Benedict Financial Advisors Inc. 0.39% Reduce -2.0% 5,090 $1.7M
Y.D. More Investments Ltd 0.15% Reduce -5.8% 5,088 $1.7M
Beacon Investment Advisors LLC 0.79% Add +0.8% 5,083 $1.7M
Moody National Bank Trust Division 0.17% Add +3.5% 5,077 $1.7M
IFC Advisors LLC 0.35% Reduce -1.7% 5,067 $1.7M
WD Rutherford LLC 0.89% Reduce -1.7% 5,695 $1.7M
Corps Capital Advisors, LLC 1.76% Add +0.3% 5,060 $1.7M
Advisory Alpha, LLC 0.06% Add +1.2% 5,052 $1.7M
Wealth Alliance Advisory Group, LLC 0.34% Add +22.0% 5,042 $1.7M
Sava Infond d.o.o. 0.32% No change 5,040 $1.7M
Greenberg Financial Group 0.69% — 2,345 $1.7M
WBH Advisory Inc. 0.15% Reduce -7.2% 5,031 $1.7M
Woodard & Co. Asset Management Group Inc. 0.35% Add +4.2% 5,016 $1.7M
Wolff Financial Management LLC 0.46% No change 5,002 $1.6M
Cladis Investment Advisory, LLC 1.19% No change 5,000 $1.6M
Charles Schwab Trust Co 0.14% Reduce -5.5% 4,994 $1.6M
Garrison Point Advisors, LLC 0.80% Reduce -2.3% 4,990 $1.6M
L. Roy Papp & Associates, LLP 0.20% No change 4,982 $1.6M
High Falls Advisors, Inc 0.39% Add +1.2% 4,974 $1.6M
Opes Wealth Management LLC 0.33% Add +0.0% 4,957 $1.6M
Evelyn Partners Investment Management LLP 0.05% Reduce -1.8% 4,953 $1.6M
Bridgeway Capital Management, LLC 0.04% Reduce -16.8% 4,940 $1.6M
Princeton Capital Management LLC 0.57% Reduce -0.0% 4,938 $1.6M
West Oak Capital, LLC 0.91% Reduce -5.2% 4,932 $1.6M
Dumont & Blake Investment Advisors LLC 0.46% Add +0.4% 4,929 $1.6M
Larson Financial Group LLC 0.08% Add +11.1% 4,923 $1.6M
DHJJ Financial Advisors, Ltd. 0.65% Add +0.0% 4,914 $1.6M
Pinnacle West Asset Management, Inc. 1.17% No change 4,895 $1.6M
BankPlus Trust Department 0.54% Add +1.5% 4,887 $1.6M
CoreCap Advisors, LLC 0.07% Add +21.0% 4,864 $1.6M
Diamant Asset Management, Inc. 1.22% No change 4,858 $1.6M
Harbor Group, Inc. 0.32% Add +0.0% 4,857 $1.6M
CFM Wealth Partners LLC 0.28% Reduce -10.3% 4,853 $1.6M
Cigna Investments Inc. 0.30% Reduce -3.1% 4,849 $1.6M
KG Capital Management 0.52% Add +39.1% 4,848 $1.6M
Woodmont Investment Counsel LLC 0.12% Reduce -7.3% 4,830 $1.6M
Total Clarity Wealth Management, Inc. 0.52% No change 4,373 $1.6M
Nwam LLC 0.14% Reduce -0.3% 4,792 $1.6M
Journey Advisory Group, LLC 0.13% Reduce -0.4% 4,788 $1.6M
Catalyst Financial Partners LLC 0.29% Add +1.8% 4,749 $1.6M
Institute for Wealth Management, LLC. 0.20% Reduce -6.2% 4,715 $1.6M
Kerusso Capital Management LLC 0.99% Add +2.6% 4,715 $1.6M
Sunpointe, LLC 0.83% Reduce -6.6% 4,699 $1.5M
First Manhattan Co. Llc. 0.00% Add +8.3% 4,689 $1.5M
Tanglewood Legacy Advisors, LLC 0.68% No change 4,685 $1.5M
Westover Capital Advisors, LLC 0.34% Add +10.1% 4,676 $1.5M
Retirement Guys Formula LLC 0.77% Add +13.7% 4,669 $1.5M
InTrack Investment Management Inc 1.39% Add +22.3% 4,656 $1.5M
Simplicity Wealth,LLC 0.12% Add +111.3% 4,646 $1.5M
EverSource Wealth Advisors, LLC 0.08% Add +8.2% 4,644 $1.5M
Donaldson Capital Management, LLC 0.06% Reduce -0.1% 4,641 $1.5M
Cornerstone Wealth Group, LLC 0.13% Add +0.8% 4,640 $1.5M
Main Street Financial Solutions, LLC 0.13% Reduce -4.8% 4,602 $1.5M
Canopy Partners, LLC 0.59% Add +0.1% 4,588 $1.5M
Guardian Investment Management 1.27% Reduce -8.0% 4,587 $1.5M
Farmers Trust Co. 0.28% No change 4,576 $1.5M
Evergreen Capital Management LLC 0.05% Add +2.3% 4,571 $1.5M
Callan Family Office, LLC 0.11% Reduce -64.2% 4,570 $1.5M
Stratos Investment Management, LLC 0.08% Add +35.5% 4,553 $1.5M
Pitcairn Co. 0.09% Add +14.4% 4,548 $1.5M
Colonial Trust Co / SC 0.23% Reduce -1.1% 4,522 $1.5M
Emprise Bank 0.80% Reduce -0.6% 4,520 $1.5M
Kovack Advisors, Inc. 0.16% Reduce -14.7% 4,515 $1.5M
Guerra Pan Advisors, LLC 1.17% Add +1.5% 4,513 $1.5M
City State Bank 0.49% Reduce -0.8% 4,513 $1.5M
Widmann Financial Services, Inc. 1.16% Add +4.3% 4,511 $1.5M
Inman Jager Wealth Management, LLC 1.11% Reduce -3.3% 4,508 $1.5M
Western Wealth Management, LLC 0.10% Reduce -36.0% 4,500 $1.5M
Abc Arbitrage SA 0.28% Add +63.7% 4,498 $1.5M
Iron Gate Global Advisors LLC 0.20% Add +3.5% 4,488 $1.5M
SOL Capital Management CO 0.16% Reduce -0.4% 4,487 $1.5M
BayBridge Capital Group, LLC 1.06% Add +123.2% 4,473 $1.5M
Ascent Group, LLC 0.06% Add +172.5% 4,467 $1.5M
RKL Wealth Management LLC 0.14% Add +0.0% 4,462 $1.5M
Old West Investment Management, LLC 0.53% New 4,458 $1.5M
Norden Group LLC 0.17% Reduce -14.6% 4,453 $1.5M
1 North Wealth Services LLC 0.68% Reduce -12.9% 4,453 $1.5M
Charter Research & Investment Group, Inc. 1.12% No change 4,450 $1.5M
Norway Savings Bank 0.83% Reduce -0.4% 4,445 $1.5M
Venturi Wealth Management, LLC 0.08% Reduce -1.8% 4,437 $1.5M
Ameriflex Group, Inc. 0.60% Add +28.7% 4,432 $1.5M
RS Crum Inc. 0.39% No change 4,430 $1.5M
Am Investment Strategies LLC 0.35% Add +1.0% 4,429 $1.5M
Sunbelt Securities, Inc. 0.13% Add +19.2% 4,421 $1.5M
Burke & Herbert Bank & Trust Co. 0.35% Add +5.1% 4,415 $1.5M
Founders Financial Securities LLC 0.12% Add +28.7% 4,712 $1.4M
Blue Chip Partners, LLC 0.12% Reduce -0.1% 4,378 $1.4M
Lanark Financial, Inc. 0.12% — 4,376 $1.4M
XML Financial, LLC 0.13% Add +1.7% 4,375 $1.4M
Stonehage Fleming Financial Services Holdings Ltd 0.05% No change 4,371 $1.4M
Flagship Harbor Advisors, LLC 0.08% Add +0.1% 4,358 $1.4M
Rockland Trust Co. 0.07% Reduce -12.1% 4,352 $1.4M
Flaharty Asset Management, LLC 0.21% Reduce -5.5% 4,342 $1.4M
Amarillo National Bank 0.28% No change 4,334 $1.4M
Cyndeo Wealth Partners, LLC 0.09% Reduce -16.2% 4,332 $1.4M
NFSG Corp 0.35% Reduce -1.4% 4,330 $1.4M
Diligent Investors, LLC 0.35% Reduce -9.9% 4,325 $1.4M
RiverFront Investment Group, LLC 0.03% Add +47.6% 4,324 $1.4M
Secured Retirement Advisors, LLC 0.92% Reduce -63.5% 4,324 $1.4M
Oak Harvest Investment Services 0.20% Reduce -0.8% 4,319 $1.4M
GPS Wealth Strategies Group, LLC 0.19% Reduce -8.9% 4,311 $1.4M
Transamerica Financial Advisors, LLC 0.14% Add +3.2% 4,299 $1.4M
Sit Investment Associates Inc. 0.03% No change 4,300 $1.4M
BTG Pactual Asset Management US LLC 0.18% Reduce -56.9% 4,298 $1.4M
Roman Butler Fullerton & Co. 0.55% Reduce -1.8% 4,828 $1.4M
Tower Bridge Advisors 0.16% Add +4.9% 4,293 $1.4M
RNC Capital Management LLC 0.07% Add +83.5% 4,280 $1.4M
Savvy Advisors, Inc. 0.14% Add +5.6% 4,267 $1.4M
Freedom Investment Management, Inc. 0.12% Reduce -1.1% 4,266 $1.4M
Motiv8 Investments LLC 0.93% No change 4,262 $1.4M
Courier Capital LLC 0.09% Reduce -1.7% 4,262 $1.4M
UNIVEST FINANCIAL Corp 0.09% Reduce -3.2% 4,257 $1.4M
IVC Wealth Advisors LLC 0.75% Add +6.7% 4,253 $1.4M
Signal Advisors Wealth, LLC 0.14% Reduce -2.0% 4,249 $1.4M
Smithfield Trust Co 0.07% Add +3.4% 4,252 $1.4M
Trinity Legacy Partners, LLC 0.35% Reduce -78.0% 3,968 $1.4M
Boothbay Fund Management, LLC 0.05% New 4,240 $1.4M
Portside Wealth Group, LLC 0.23% Reduce -6.9% 4,239 $1.4M
Cardiff Park Advisors, LLC 0.14% Reduce -0.4% 4,233 $1.4M
Wealthspan Partners, LLC 0.64% Reduce -0.2% 4,226 $1.4M
Werlinich Asset Management, LLC 0.88% No change 4,217 $1.4M
Solstein Capital, LLC 0.81% No change 4,214 $1.4M
Redwood Investment Management, LLC 0.15% New 4,198 $1.4M
Csenge Advisory Group 0.08% Reduce -8.0% 4,683 $1.4M
Aureus Asset Management, LLC 0.10% No change 4,178 $1.4M
Allen Capital Group, LLC 0.16% Reduce -1.7% 4,173 $1.4M
Midland Wealth Advisors, LLC 0.08% Reduce -1.6% 4,173 $1.4M
Wilkins Investment Counsel Inc. 0.20% Reduce -2.3% 4,170 $1.4M
Acorn Wealth Advisors, LLC 0.57% No change 4,166 $1.4M
WASHINGTON TRUST Co 0.05% Reduce -3.0% 4,165 $1.4M
Hardy Reed LLC 0.12% Add +1.4% 4,151 $1.4M
Denver PWM, LLC 0.49% New 4,150 $1.4M
Philadelphia Trust Co. 0.12% Reduce -84.7% 4,148 $1.4M
BBR Partners, LLC 0.10% Reduce -0.4% 4,147 $1.4M
Inscription Capital, LLC 0.23% — 3,732 $1.4M
Lantz Financial LLC 0.37% Add +0.2% 4,131 $1.4M
K.J. Harrison & Partners Inc 0.27% Add +3.1% 4,125 $1.4M
Texas Yale Capital Corp. 0.06% Add +12.2% 4,112 $1.4M
Optimum Investment Advisors 0.64% Reduce -4.0% 4,111 $1.4M
Westhampton Capital, LLC 0.74% Reduce -8.9% 4,110 $1.4M
Counterweight Ventures, LLC 0.97% Add +3.6% 4,108 $1.4M
Birch Hill Investment Advisors LLC 0.06% Reduce -0.5% 4,098 $1.4M
Kestra Investment Management, LLC 0.03% Add +208.2% 4,077 $1.3M
Cobblestone Capital Advisors LLC 0.07% Reduce -5.2% 4,062 $1.3M
Guardian Wealth Advisors, LLC / NC 0.11% Add +44.0% 4,055 $1.3M
Fire Capital Management LLC 0.98% Add +3.1% 4,041 $1.3M
Cornercap Investment Counsel Inc. 0.70% Reduce -1.3% 4,037 $1.3M
Mainstay Capital Management LLC 0.18% Reduce -2.0% 4,033 $1.3M
Cornerstone Wealth Management, LLC 0.09% Reduce -1.3% 4,030 $1.3M
Security National Bank 0.25% No change 4,014 $1.3M
Allen Wealth Management, LLC 0.91% Add +0.8% 4,010 $1.3M
Delta Investment Management, LLC 0.27% Add +0.3% 4,009 $1.3M
ZWJ Investment Counsel Inc. 0.05% Reduce -0.6% 4,009 $1.3M
Viking Fund Management LLC 0.19% No change 4,000 $1.3M
Sterling Capital Management LLC 0.02% Reduce -5.2% 3,996 $1.3M
Allegheny Financial Group 0.34% Add +17.8% 3,977 $1.3M
Everhart Financial Group, Inc. 0.18% Reduce -0.9% 3,976 $1.3M
L2 Asset Management, LLC 0.27% Reduce -56.3% 3,975 $1.3M
World Equity Group, Inc. 0.37% Add +2.1% 3,871 $1.3M
McGlone Suttner Wealth Management, Inc. 0.21% Add +9.4% 3,968 $1.3M
Van Strum & Towne Inc. 0.44% Add +32.4% 3,965 $1.3M
Avidian Wealth Enterprises, LLC 0.06% Reduce -15.0% 3,948 $1.3M
Hohimer Wealth Management, LLC 0.26% Reduce -20.3% 3,941 $1.3M
Lindbrook Capital, LLC 0.12% Reduce -12.7% 3,937 $1.3M
ING Groep NV 0.01% Reduce -96.3% 3,931 $1.3M
Granite Investment Partners, LLC 0.07% No change 3,929 $1.3M
Everett Harris & Co. 0.02% Reduce -0.8% 3,927 $1.3M
Bank & Trust Co 1.06% Add +0.6% 3,924 $1.3M
Evernest Financial Advisors, LLC 0.46% Reduce -2.8% 3,921 $1.3M
EPG Wealth Management LLC 0.36% Add +592.8% 3,921 $1.3M
Mayflower Financial Advisors, LLC 0.20% Reduce -0.7% 3,918 $1.3M
Douglas Lane & Associates, LLC 0.02% Reduce -16.7% 3,912 $1.3M
Patten & Patten Inc. 0.09% Reduce -0.6% 3,899 $1.3M
Burford Brothers, Inc. 0.62% Add +5.0% 3,898 $1.3M
Rossmore Private Capital 0.16% Add +2.1% 3,898 $1.3M
SouthState Bank Corp 0.06% Add +33.9% 3,897 $1.3M
Legacy Financial Strategies, LLC 0.28% Reduce -63.5% 3,893 $1.3M
Cynosure Group, LLC 0.18% Add +15.5% 3,872 $1.3M
Thomasville National Bank 0.09% Add +7.7% 3,862 $1.3M
Davis R M Inc. 0.03% Add +0.5% 3,858 $1.3M
Centiva Capital, LP 0.07% Reduce -25.3% 3,855 $1.3M
Byrne Asset Management LLC 1.10% Reduce -6.8% 3,852 $1.3M
Berkshire Asset Management LLC 0.06% Add +11.4% 3,915 $1.3M
Northwest Quadrant Wealth Management, LLC 0.30% Reduce -0.5% 3,847 $1.3M
LRI Investments, LLC 0.12% No change 3,841 $1.3M
Cim Investment Management Inc. 0.29% Reduce -0.1% 3,837 $1.3M
Transcend Capital Advisors, LLC 0.09% Add +5.4% 3,824 $1.3M
Promethium Advisors,llc 0.81% Add +6.0% 3,821 $1.3M
Savoie Capital LLC 0.15% No change 3,465 $1.3M
Bluespring Wealth Management, LLC 0.13% Add +2.2% 3,808 $1.3M
Point Windward Advisors Inc. 0.51% No change 3,800 $1.3M
Spreng Capital Management, Inc. 0.58% Reduce -5.4% 3,792 $1.3M
Creegan & Nassoura Financial Group, LLC 0.83% No change 3,780 $1.2M
Catalyst Funds Management Pty Ltd 0.33% Add +320.0% 3,780 $1.2M
Gateway Wealth Partners, LLC 0.28% Add +3.2% 3,779 $1.2M
HCR Wealth Advisors 0.16% Reduce -0.4% 3,777 $1.2M
Montis Financial, LLC 0.37% Reduce -1.1% 3,778 $1.2M
Copley Financial Group, Inc. 0.95% No change 3,777 $1.2M
Affinity Investment Advisors, LLC 1.01% Reduce -11.2% 3,775 $1.2M
Nebula Research & Development LLC 0.12% New 3,775 $1.2M
XTX Topco Ltd 0.06% Add +294.4% 3,763 $1.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.10% Reduce -2.2% 3,751 $1.2M
1858 Wealth Management, LLC 1.05% Add +12.5% 3,751 $1.2M
Strategic Blueprint, LLC 0.07% Add +6.0% 3,746 $1.2M
Cypress Capital Group 0.16% Add +1.6% 3,742 $1.2M
Patrick M Sweeney & Associates, Inc. 0.92% Reduce -0.1% 3,739 $1.2M
Fort Sheridan Advisors LLC 0.19% Reduce -4.3% 3,721 $1.2M
Souders Financial Advisors 0.17% Add +1.3% 3,716 $1.2M
Richards, Merrill & Peterson, Inc. 0.64% Add +2.4% 3,712 $1.2M
Silverlake Wealth Management LLC 0.47% Add +1.2% 3,688 $1.2M
Balentine LLC 0.05% Add +437.3% 3,686 $1.2M
Voleon Capital Management LP 0.10% New 3,685 $1.2M
Investment Partners, LTD. 0.50% Add +7.6% 3,685 $1.2M
Rodgers Brothers Inc. 0.16% Add +1.0% 3,676 $1.2M
Capital Advisors Inc. 0.02% Add +23.6% 3,675 $1.2M
Capital Management Associates, Inc 0.27% Add +101.2% 3,674 $1.2M
Quad-Cities Investment Group, LLC 0.60% Add +0.1% 3,668 $1.2M
First Citizens Financial Corp 0.68% Reduce -1.1% 3,661 $1.2M
Fairview Capital Investment Management, LLC 0.06% Add +12.3% 3,660 $1.2M
First Citizens Bank & Trust Co. 0.03% Reduce -9.9% 3,660 $1.2M
Missouri Trust & Investment Co 0.42% Reduce -0.9% 3,654 $1.2M
Cherokee Insurance Co 0.53% No change 3,650 $1.2M
Circle Wealth Management, LLC 0.03% No change 3,641 $1.2M
Journey Strategic Wealth LLC 0.04% Reduce -0.8% 3,639 $1.2M
PFC Capital Group, Inc. 0.60% No change 3,635 $1.2M
Marble Harbor Investment Counsel, LLC 0.13% No change 3,632 $1.2M
Blackhawk Capital Partners, LLC 0.62% New 3,628 $1.2M
Waldron Private Wealth LLC 0.06% Reduce -63.2% 3,608 $1.2M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.56% Reduce -25.9% 3,607 $1.2M
Steigerwald, Gordon & Koch Inc. 0.13% Add +5.8% 3,604 $1.2M
Paradigm Asset Management Co. LLC 0.32% No change 3,600 $1.2M
Oakworth Capital, Inc. 0.08% Add +68.6% 3,600 $1.2M
Wrapmanager Inc. 0.31% Reduce -24.0% 3,590 $1.2M
Rehmann Capital Advisory Group 0.07% Reduce -0.8% 3,585 $1.2M
Brooklyn Investment Group 0.26% Add +24.7% 3,582 $1.2M
Avestar Capital, LLC 0.11% Add +0.7% 3,577 $1.2M
Loomis Sayles & Co. L P 0.00% Reduce -2.4% 3,576 $1.2M
Golden State Wealth Management, LLC 0.17% Add +7.0% 3,558 $1.2M
Vanguard Capital Wealth Advisors 1.44% Add +2.3% 3,548 $1.2M
Insigneo Advisory Services, LLC 0.12% Reduce -28.8% 3,544 $1.2M
LBP Am SA 0.02% Reduce -50.7% 3,544 $1.2M
Boston Research & Management Inc. 0.29% No change 3,542 $1.2M
SBI Securities Co., Ltd. 0.04% Reduce -1.5% 3,540 $1.2M
Berger Financial Group, Inc 0.08% Reduce -9.1% 3,537 $1.2M
SS&H Financial Advisors, Inc. 0.43% No change 3,525 $1.2M
1900 Wealth Management LLC 0.10% Add +0.4% 3,526 $1.2M
Fulton Bank, N.A. 0.05% Add +3.3% 3,525 $1.2M
Pathway Financial Advisors LLC 0.21% No change 3,523 $1.2M
Wealth Management Partners, LLC 0.54% Add +17.1% 3,521 $1.2M
Xcel Wealth Management, LLC 0.36% Reduce -11.3% 3,521 $1.2M
Hazlett, Burt & Watson, Inc. 0.52% Add +1.9% 3,525 $1.2M
SummitTX Capital, L.P. 0.05% — 3,518 $1.2M
Probity Advisors, Inc. 0.22% Reduce -4.5% 3,515 $1.2M
Live Oak Private Wealth LLC 0.19% Reduce -1.4% 3,505 $1.2M
B&D White Capital Company, LLC 0.17% New 3,500 $1.2M
Trek Financial, LLC 0.08% Add +14.9% 3,499 $1.2M
Sequent Asset Management, LLC 0.64% No change 3,498 $1.2M
Nicolet Bankshares Inc. 0.23% Add +6.5% 3,498 $1.2M
Caas Capital Management LP 0.55% Add +139.4% 3,495 $1.2M
Gilbert & Cook, Inc. 0.17% Reduce -2.9% 3,486 $1.1M
King Wealth Management Group 0.17% Add +4.7% 3,475 $1.1M
Roxbury Financial LLC 1.12% Reduce -0.5% 3,328 $1.1M
AA Financial Advisors, LLC 0.28% Reduce -7.4% 3,462 $1.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.17% Add +6.8% 3,462 $1.1M
Security Financial Services, INC. 0.23% Add +0.9% 3,438 $1.1M
CRA Financial Services, LLC 0.19% Reduce -12.8% 3,437 $1.1M
Legacy Advisors, LLC 0.12% Add +10.0% 3,426 $1.1M
Quintet Private Bank (Europe) S.A. 0.07% Reduce -1.8% 3,416 $1.1M
Valmark Advisers, Inc. 0.02% Add +2.6% 3,413 $1.1M
Nicolet Advisory Services, LLC 0.11% Add +0.5% 3,886 $1.1M
Bath Savings Trust Co 0.12% Reduce -0.1% 3,397 $1.1M
Magnus Financial Group LLC 0.11% Reduce -7.1% 3,392 $1.1M
Performance Wealth Partners, LLC 0.04% Reduce -3.8% 3,391 $1.1M
Ramirez Asset Management, Inc. 0.23% Reduce -45.7% 3,390 $1.1M
Total Investment Management Inc. 0.15% Reduce -0.1% 3,390 $1.1M
J. W. Coons Advisors, LLC 0.29% Reduce -2.9% 3,380 $1.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Reduce -0.1% 3,351 $1.1M
Mendel Money Management 0.52% Add +0.2% 3,344 $1.1M
FIL Ltd 0.00% Add +200.2% 3,344 $1.1M
Abacus Planning Group, Inc. 0.19% Add +15.4% 3,343 $1.1M
Advisor OS, LLC 0.13% Reduce -15.8% 3,334 $1.1M
Hudson Bay Capital Management LP 0.01% New 3,312 $1.1M
Boston Family Office LLC 0.08% Add +0.0% 3,302 $1.1M
ABN AMRO Bank N.V. 0.01% No change 3,302 $1.1M
Corundum Group, Inc. 0.52% Reduce -41.3% 3,282 $1.1M
Orca Wealth Management, LLC 0.97% Reduce -0.1% 3,278 $1.1M
Founders Financial Alliance, LLC 0.26% Add +8.8% 3,265 $1.1M
Keynote Financial Services LLC 0.77% Add +1.3% 3,260 $1.1M
LexAurum Advisors, LLC 0.21% Add +0.1% 3,251 $1.1M
Trustmark Bank Trust Department 0.08% Reduce -2.1% 3,248 $1.1M
RDA Financial Network 0.32% Add +10.1% 3,245 $1.1M
Montecito Bank & Trust 0.19% Add +0.3% 3,244 $1.1M
Alexander Labrunerie & Co., Inc. 0.47% Reduce -4.0% 3,242 $1.1M
Cadent Capital Advisors, LLC 0.41% Add +19.3% 3,239 $1.1M
GKV Capital Management Co., Inc. 0.53% Reduce -3.0% 3,230 $1.1M
Auxier Asset Management LLC 0.16% No change 3,230 $1.1M
Well Done, LLC 0.19% Add +0.5% 2,928 $1.1M
Constitution Capital LLC 0.59% Add +38.8% 3,218 $1.1M
Richwood Investment Advisors, LLC 0.90% Add +20.3% 3,213 $1.1M
Telos Capital Management, Inc. 0.12% Add +1.3% 3,211 $1.1M
Mizuho Markets Americas LLC 0.02% Reduce -54.0% 3,203 $1.1M
Provenance Wealth Advisors, LLC 0.15% No change 3,196 $1.1M
CORDA Investment Management, LLC. 0.08% Reduce -3.3% 3,191 $1.1M
Barnes Dennig Private Wealth Management LLC 1.58% — 3,174 $1.0M
Benin Management CORP 0.30% Add +2.2% 3,165 $1.0M
Fox Hill Wealth Management 0.62% Add +152.2% 3,160 $1.0M
Taurus Asset Management, LLC 0.11% No change 3,158 $1.0M
Rossby Financial, LCC 0.45% Add +187.2% 3,397 $1.0M
Evoke Wealth, LLC 0.03% Reduce -2.7% 3,154 $1.0M
Tiemann Investment Advisors, LLC 0.47% Reduce -3.4% 3,154 $1.0M
Chilton Capital Management LLC 0.04% Reduce -20.8% 3,143 $1.0M
Schechter Investment Advisors, LLC 0.09% Reduce -34.5% 3,136 $1.0M
First County Bank 0.57% Add +2.8% 3,111 $1.0M
Machina Capital S.A.S. 0.30% New 3,104 $1.0M
Prosperity Consulting Group, LLC 0.08% Reduce -7.0% 3,103 $1.0M
Buck Wealth Strategies, LLC 0.19% Add +45.8% 3,097 $1.0M
Stiles Financial Services Inc 0.39% Add +7.5% 3,096 $1.0M
Menard Financial Group LLC 0.67% Add +1.0% 3,174 $1.0M
Traphagen Investment Advisors LLC 0.11% Reduce -0.7% 3,082 $1.0M
Agf Management Ltd. 0.01% No change 3,074 $1.0M
Uncommon Cents Investing LLC 0.30% Add +1.4% 3,053 $1.0M
Sage Mountain Advisors LLC 0.07% Add +16.0% 3,052 $1.0M
White Lighthouse Investment Management Inc. 0.18% Add +19.2% 3,041 $1.0M
Graham Capital Management, L.P. 0.05% New 3,032 $1000K
Forte Capital LLC 0.12% Add +74.5% 3,026 $998K
Ironwood Investment Counsel, LLC 0.17% Add +3.3% 3,020 $996K
Vermillion Wealth Management, Inc. 0.30% Add +0.3% 3,020 $996K
TD Private Client Wealth LLC 0.03% Add +2.3% 3,020 $996K
Apella Capital, LLC 0.03% Add +293.0% 3,293 $991K
Supplemental Annuity Collective Trust of NJ 0.31% No change 3,000 $989K
Martel Wealth Advisors LLC 0.20% No change 3,000 $989K
Birinyi Associates Inc. 0.32% No change 3,000 $989K
Fiduciary Family Office, LLC 0.33% New 2,989 $986K
Howard Capital Management, LLC 0.02% Reduce -11.0% 2,987 $985K
High Net Worth Advisory Group LLC 0.28% Reduce -5.2% 2,976 $982K
Brucke Financial, Inc. 0.85% Add +0.2% 3,164 $979K
Aspen Investment Management Inc 0.45% No change 2,966 $978K
Ancora Advisors LLC 0.02% Add +0.0% 2,963 $977K
Nabity-Jensen Investment Management Inc 0.78% Add +1.4% 2,959 $976K
Monograph Wealth Advisors, LLC 0.13% Reduce -3.1% 2,959 $976K
OVERSEA-CHINESE BANKING Corp Ltd 0.03% Reduce -39.3% 2,916 $973K
First Heartland Consultants, Inc. 0.10% Reduce -9.6% 2,944 $971K
Lion Street Advisors, LLC 0.31% Reduce -0.1% 2,942 $970K
Harfst & Associates, Inc. 0.22% No change 2,941 $970K
Astoria Portfolio Advisors LLC. 0.33% Reduce -5.5% 3,277 $969K
Keel Point, LLC 0.08% Add +8.0% 2,929 $966K
Washburn Capital Management, Inc. 0.63% Add +0.9% 2,924 $964K
Wealth Effects LLC 0.40% Reduce -1.3% 2,922 $964K
Claris Advisors, LLC / Mo / 0.36% No change 2,922 $964K
US Asset Management LLC 0.92% Reduce -0.2% 2,921 $963K
Sawgrass Asset Management LLC 0.12% Reduce -1.2% 2,917 $962K
Alexis Investment Partners, LLC 0.46% Reduce -13.6% 2,911 $960K
GeoWealth Management, LLC 0.04% Reduce -12.6% 2,905 $958K
Premier Path Wealth Partners, LLC 0.15% Reduce -10.8% 2,899 $956K
Meiji Yasuda Life Insurance Co 0.02% Reduce -44.9% 2,894 $954K
Rogco, LP 0.38% Reduce -3.0% 2,890 $953K
Pinnacle Wealth Planning Services, Inc. 0.14% Add +2.0% 2,881 $950K
Elevate Wealth Advisory, Inc. 0.67% Reduce -26.9% 2,862 $944K
Covenant Asset Management, LLC 0.24% Reduce -0.5% 2,862 $944K
Mechanics Financial Corp 0.43% No change 2,861 $944K
Capstone Financial Advisors, Inc. 0.06% Add +0.1% 2,860 $943K
RFP Financial Group LLC 0.38% Add +0.1% 2,859 $943K
Chancellor Financial Group WB LP 0.78% Add +0.1% 2,859 $943K
Heartwood Wealth Advisors LLC 0.11% Reduce -1.7% 2,854 $941K
Compass Ion Advisors, LLC 0.11% Reduce -3.6% 2,854 $941K
Tudor Financial Inc. 0.57% Reduce -0.9% 2,853 $941K
Kennebec Savings Bank 1.00% Add +4.7% 2,852 $941K
Denali Advisors LLC 0.11% Reduce -0.6% 2,835 $935K
Ballast, Inc. 0.26% Reduce -0.1% 2,826 $932K
Patriot Investment Management Group, Inc. 0.07% Add +0.4% 2,800 $924K
Peavine Capital, LLC 0.24% No change 2,800 $923K
Peoples Financial Services Corp. 0.44% Reduce -3.7% 2,800 $923K
Texas Capital Bancshares Inc 0.39% Reduce -1.3% 2,797 $922K
Farmers National Bank 0.26% Reduce -1.2% 2,794 $921K
Blueshift Asset Management, LLC 0.36% Add +46.5% 2,792 $921K
Hancock Whitney Corp. 0.03% Add +8.6% 2,789 $920K
Creekside Partners 0.48% Add +0.1% 2,778 $916K
KLCM Advisors, Inc. 0.11% No change 2,777 $916K
Woodward Diversified Capital, LLC 0.65% Add +5.9% 2,769 $913K
Sittner & Nelson, LLC 0.39% Add +0.0% 2,766 $912K
Legacy Wealth Asset Management, LLC 0.25% Reduce -1.7% 2,755 $909K
Saxon Interests, Inc. 0.42% Reduce -16.4% 2,752 $907K
Garrett Wealth Advisory Group, LLC 0.20% Add +87.1% 2,751 $907K
Prosperitas Financial LLC 0.47% Reduce -2.1% 2,751 $907K
Trace Wealth Advisors, LLC 0.81% No change 2,750 $907K
Heartland Bank & Trust Co 0.47% Reduce -6.9% 2,748 $906K
Rooted Wealth Advisors, Inc. 0.39% Add +1.1% 3,145 $906K
Audent Global Asset Management, LLC 0.75% Add +84.9% 2,747 $906K
Synergy Asset Management, LLC 0.11% Add +0.0% 2,747 $906K
Tradition Wealth Management, LLC 0.08% Add +1.6% 2,739 $903K
Key Financial Inc 0.20% No change 2,738 $903K
Hall Laurie J Trustee 0.32% Reduce -1.7% 2,733 $901K
Titleist Asset Management, LLC 0.10% Reduce -10.8% 2,732 $901K
Herold Advisors, Inc. 0.20% Add +31.2% 2,730 $900K
Joel Isaacson & Co., LLC 0.04% Add +0.0% 2,729 $900K
Washington Trust Advisors, Inc. 0.08% No change 2,726 $899K
Vectors Research Management, LLC 0.31% Add +3.0% 2,718 $896K
Somerville Kurt F 0.16% No change 2,715 $895K
CMG Global Holdings, LLC 0.58% Reduce -1.8% 2,911 $893K
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.49% Reduce -12.3% 2,702 $891K
Hickory Point Bank & Trust 0.78% Add +1.7% 2,700 $890K
Waycross Partners, LLC 0.10% No change 2,700 $890K
Avior Wealth Management, LLC 0.03% Add +0.7% 2,699 $890K
China Universal Asset Management Co., Ltd. 0.08% Add +11.8% 2,683 $885K
Verus Capital Partners, LLC 0.09% Reduce -2.6% 2,680 $884K
Armstrong Advisory Group, Inc. 0.07% No change 2,436 $884K
Toth Financial Advisory Corp. 0.11% Reduce -3.0% 2,672 $881K
Capital Planning Advisors, LLC 0.14% No change 2,668 $880K
Chesapeake Wealth Management 0.31% Add +3.7% 2,661 $878K
TRUE Private Wealth Advisors 0.11% Reduce -2.4% 2,661 $878K
Realta Investment Advisors 0.40% Add +11.3% 2,658 $877K
Baring Financial LLC 0.74% Add +10.3% 2,655 $876K
Eagle Bluffs Wealth Management LLC 0.46% Reduce -1.6% 2,652 $875K
Generali Investments, Management Co LLC 0.25% Add +9.2% 2,650 $874K
Gleason Group, Inc. 0.16% Reduce -13.2% 2,649 $874K
DMC Group, LLC 0.71% Reduce -15.6% 2,648 $873K
Redwood Wealth Management Group, LLC 0.44% Add +0.9% 2,644 $872K
Ted Buchan & Co 0.41% Reduce -2.6% 2,641 $871K
Ullmann Wealth Partners Group, LLC 0.12% No change 2,641 $871K
Cypress Asset Management Inc. 0.23% Reduce -0.8% 2,640 $871K
Yoffe Investment Management, LLC 1.28% No change 2,637 $870K
Orange Investment Advisors, Inc. 0.10% Reduce -0.4% 2,634 $869K
Klingenstein Fields & Co. LP 0.04% Reduce -0.6% 2,626 $866K
Harbor Investment Advisory, LLC 0.08% Add +0.5% 2,621 $865K
Brown, Lisle/Cummings, Inc. 0.25% Add +0.1% 2,618 $863K
Aviso Wealth Management 0.46% Add +28.4% 2,616 $863K
Palumbo Wealth Management LLC 0.29% Add +2.4% 2,615 $863K
Kercheville Advisors, LLC 0.35% Add +4.5% 2,612 $861K
CVA Family Office, LLC 0.13% Add +7.4% 2,609 $860K
Brookwood Investment Group LLC 0.15% — 2,608 $860K
Capital Advantage, Inc. 0.16% No change 2,371 $860K
Plancorp, LLC 0.03% Add +5.9% 2,600 $858K
Lineweaver Wealth Advisors, LLC 0.15% New 2,583 $853K
Northstar Group, Inc. 0.14% No change 2,586 $853K
KKM Financial LLC 0.36% Reduce -0.7% 2,590 $850K
Goldstone Financial Group, LLC 0.13% Add +26.0% 2,573 $848K
Legacy Capital Group California, Inc. 0.29% Reduce -35.5% 2,568 $847K
Heritage Wealth Advisors 0.04% Reduce -0.1% 2,568 $847K
Atwood & Palmer Inc. 0.06% No change 2,565 $846K
Sax Wealth Advisors, LLC 0.06% Add +16.1% 2,562 $845K
Rational Advisors, Inc. 0.09% Add +52.7% 2,557 $843K
Diversified Enterprises, LLC 0.07% Add +14.6% 2,556 $843K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -0.3% 2,847 $842K
Visionary Wealth Advisors 0.05% Reduce -2.3% 2,552 $842K
Cortland Associates Inc. 0.10% Add +0.1% 2,549 $841K
Heck Capital Advisors, LLC 0.09% No change 2,547 $840K
Calamos Wealth Management LLC 0.04% Add +27.9% 2,547 $840K
Aspiriant, LLC 0.03% Add +3.1% 2,545 $840K
BOS Asset Management, LLC 0.29% Reduce -0.7% 2,545 $839K
PDS Planning, Inc 0.07% Add +7.3% 2,543 $839K
Stableford Capital II LLC 0.35% Add +14.5% 2,837 $835K
Beverly Hills Private Wealth, LLC 0.17% Add +3.3% 2,531 $835K
SMART Wealth LLC 0.30% Add +11.3% 2,531 $835K
First Command Advisory Services, Inc. 0.01% Reduce -3.9% 2,529 $834K
FUKOKU MUTUAL LIFE INSURANCE Co 0.06% Reduce -1.2% 2,524 $832K
Prestige Wealth Management Group LLC 0.18% Add +0.4% 2,522 $832K
Greenwich Wealth Management LLC 0.06% Add +6.4% 2,517 $830K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.85% Reduce -15.3% 2,525 $828K
Rothschild Wealth LLC 0.23% Add +10.1% 2,509 $827K
L.M. Kohn & Company 0.22% Reduce -5.4% 2,505 $826K
Copperwynd Financial, LLC 0.23% Add +22.6% 2,504 $826K
Wealth Watch Advisors, INC 0.67% Add +45.4% 3,692 $826K
Winebrenner Capital Management LLC 0.74% Reduce -5.3% 2,500 $825K
Sippican Capital Advisors 0.62% No change 2,500 $825K
Slocum, Gordon & Co LLP 0.61% No change 2,500 $825K
Disciplined Equity Management, Inc. 0.57% Reduce -1.6% 2,500 $825K
Financial Management Network Inc. 0.19% Add +0.1% 2,943 $824K
Talon Private Wealth, LLC 0.11% Add +3271.6% 2,495 $823K
Puzo Michael J 0.24% Reduce -8.1% 2,490 $821K
Bordeaux Wealth Advisors LLC 0.15% Add +64.1% 2,489 $821K
Contravisory Investment Management, Inc. 0.17% Reduce -88.7% 2,485 $820K
Quantbot Technologies LP 0.03% Reduce -3.4% 2,484 $819K
Nicholas Wealth, LLC. 0.84% Reduce -19.5% 2,460 $811K
Seelaus Asset Management LLC 0.79% No change 2,453 $809K
Brasada Capital Management, LP 0.16% New 2,450 $808K
Future Fund LLC 1.04% New 2,446 $807K
Tidemark, LLC 0.30% Add +5.6% 2,439 $804K
Arbor Wealth Advisors LLC 0.72% No change 2,437 $804K
Trillium Asset Management, LLC 0.02% Reduce -0.4% 2,434 $803K
Elyxium Wealth, LLC 0.35% New 2,427 $800K
Pine Haven Investment Counsel, Inc 0.67% Reduce -3.4% 2,426 $800K
Chicago Partners Investment Group LLC 0.03% Add +4.5% 2,497 $800K
BSW Wealth Partners 0.12% Reduce -14.7% 2,425 $800K
Cahill Financial Advisors Inc. 0.11% Add +0.3% 2,422 $799K
Accredited Wealth Management, LLC 0.67% No change 2,422 $799K
Sompo Asset Management Co., Ltd. 0.15% Reduce -8.7% 2,420 $798K
REDW Wealth LLC 0.30% Add +3.5% 2,418 $797K
Quotient Wealth Partners, LLC 0.03% Reduce -2.5% 2,410 $795K
Burns J W & Co. Inc. 0.10% Reduce -4.0% 2,405 $793K
Gryphon Financial Partners LLC 0.12% Add +27.9% 2,400 $791K
Orrstown Financial Services Inc. 0.19% Reduce -4.8% 2,396 $790K
Cidel Asset Management Inc. 0.05% Add +2.9% 2,396 $790K
Marcum Wealth, LLC 0.07% Reduce -7.4% 2,392 $789K
Alta Advisers Ltd 0.34% Add +50.3% 2,391 $789K
Grandview Asset Management LLC 0.30% Add +7.9% 2,387 $787K
CI Investments Inc. 0.00% Reduce -31.9% 2,385 $787K
FWG Holdings, LLC 0.39% Reduce -4.0% 2,549 $783K
Wimmer Associates 1, LLC 0.41% Reduce -6.8% 2,222 $783K
Fermata Advisors, LLC 0.14% Add +29.7% 2,375 $783K
111 Capital 0.15% New 2,361 $779K
North Star Asset Management Inc. 0.04% Add +3.8% 2,346 $774K
Bison Wealth, LLC 0.07% Add +58.9% 2,403 $774K
Addison Capital Co 0.30% Add +0.0% 2,346 $774K
Atlanta Consulting Group Advisors, LLC 0.23% Add +2.9% 2,345 $773K
Evermay Wealth Management LLC 0.10% Reduce -3.4% 2,345 $773K
180 Wealth Advisors, LLC 0.12% Reduce -38.5% 2,343 $773K
E&G Advisors, LLC 0.22% No change 2,342 $772K
Clarus Wealth Advisors 0.41% Reduce -6.9% 2,561 $771K
Bank of Stockton 0.25% Add +19.1% 2,337 $771K
Retirement Planning Co of New England, Inc. 0.38% Add +0.9% 2,335 $770K
Veracity Capital LLC 0.30% Reduce -8.2% 2,328 $768K
GTS Securities LLC 0.03% Add +31.6% 2,321 $765K
Guardian Wealth Management, Inc. 0.51% Reduce -0.2% 2,316 $764K
Archer Investment Corp 0.20% Add +0.0% 2,306 $760K
Centaurus Financial, Inc. 0.05% Add +8.7% 2,305 $760K
Wayfinding Financial, LLC 0.33% Reduce -0.7% 2,303 $759K
Hunter Associates Investment Management LLC 0.12% Reduce -0.2% 2,300 $759K
Platform Technology Partners 0.22% Add +0.4% 2,301 $759K
Reynders McVeigh Capital Management, LLC 0.04% Reduce -0.7% 2,297 $758K
Windsor Capital Management, LLC 0.23% Reduce -2.0% 2,298 $758K
Infrastructure Capital Advisors, LLC 0.13% Add +6.4% 2,297 $758K
Means Investment Co., Inc. 0.08% Reduce -15.4% 2,292 $756K
Counterpoint Mutual Funds LLC 0.11% New 2,292 $756K
Garner Asset Management Corp 0.33% Reduce -2.0% 2,291 $756K
Advisor Resource Council 0.06% New 2,338 $755K
Accredited Investors Inc. 0.05% Add +0.1% 2,288 $755K
GHP Investment Advisors, Inc. 0.04% Add +3.9% 2,287 $754K
Fiduciary Group, LLC 0.08% Reduce -0.2% 2,273 $749K
Cahaba Wealth Management, Inc. 0.06% Add +3.9% 2,272 $749K
LVM Capital Management Ltd. 0.08% Reduce -11.0% 2,271 $749K
West Michigan Advisors, LLC 0.25% Reduce -2.5% 2,271 $749K
First Foundation Advisors 0.03% Reduce -9.3% 2,267 $748K
Diversify Advisory Services, LLC 0.05% Reduce -4.7% 2,423 $745K
Cascades Capital Asset Management, LLC 0.41% Add +0.3% 2,255 $744K
Mechanics Bank Trust Department 0.10% Reduce -5.2% 2,250 $742K
LaSalle St. Investment Advisors, LLC 0.17% Add +13.7% 2,245 $740K
Simon Quick Advisors, LLC 0.04% Add +5.1% 2,232 $736K
Hamel Associates, Inc. 0.25% No change 2,228 $735K
Cranbrook Wealth Management, LLC 0.17% Reduce -0.8% 2,228 $735K
Belpointe Asset Management LLC 0.04% Reduce -39.5% 2,227 $735K
Virtue Capital Management, LLC 0.09% Add +105.0% 2,226 $734K
Proficio Capital Partners LLC 0.06% Add +0.3% 2,224 $733K
Horizon Wealth Management, LLC 0.12% Add +1.1% 2,222 $733K
KFA Private Wealth Group, LLC 0.26% Add +58.0% 2,216 $731K
Acropolis Investment Management, LLC 0.04% Add +0.1% 2,215 $731K
Nvwm, LLC 0.19% Reduce -35.4% 2,214 $730K
Quadrant Private Wealth Management, LLC 0.18% Reduce -15.2% 2,207 $728K
Addison Advisors LLC 0.20% Add +0.7% 2,199 $725K
Cetera Trust Company, N.A 0.46% Add +512.3% 2,198 $725K
Fortem Financial Group, LLC 0.28% Reduce -13.4% 2,196 $724K
Hexagon Capital Partners LLC 0.14% Add +8.5% 2,192 $723K
CenterStar Asset Management, LLC 1.04% New 2,185 $721K
Home Federal Bank of Tennessee 0.21% Add +29.7% 2,184 $720K
KPP Advisory Services LLC 0.14% Add +275.3% 2,184 $720K
Aberdeen Wealth Management LLC 0.50% Add +0.1% 2,183 $720K
Verity Asset Management, Inc. 0.29% New 2,182 $719K
Sound Financial Strategies Group, LLC 0.64% Reduce -6.0% 2,181 $719K
3Chopt Investment Partners, LLC 0.19% New 2,181 $719K
Cercano Management LLC 0.02% No change 2,180 $719K
Tyler-Stone Wealth Management 0.13% Reduce -3.7% 2,180 $719K
Bill Few Associates, Inc. 0.26% Add +3.4% 2,176 $718K
YANKCOM Partnership 0.39% Add +3.0% 2,176 $718K
Independence Bank of Kentucky 0.11% Add +2.0% 2,172 $716K
Marion Wealth Management 0.19% Add +0.2% 2,168 $715K
W Advisors, LLC 0.45% Add +1.7% 2,163 $713K
Goepper Burkhardt LLC 0.28% No change 2,160 $712K
Allen Mooney & Barnes Investment Advisors LLC 0.12% Reduce -4.8% 2,160 $712K
Legacy Financial Advisors, Inc. 0.12% Add +0.1% 2,156 $711K
LVW Advisors, LLC 0.09% Reduce -5.3% 2,146 $708K
Wulff, Hansen & Co. 0.65% New 2,145 $707K
Cable Hill Partners, LLC 0.07% Add +11.8% 2,263 $703K
Intrust Bank NA 0.07% Reduce -3.5% 2,129 $702K
Prosperity Financial Group, Inc. 0.35% Reduce -1.0% 2,127 $701K
Austin Private Wealth, LLC 0.06% Add +9.5% 2,124 $700K
Kenora Financial, LLC 0.29% Add +57.5% 2,121 $700K
Grey Ledge Advisors, LLC 0.18% Add +2.5% 2,117 $698K
United Asset Strategies, Inc. 0.06% Add +0.1% 2,117 $698K
Fairvoy Private Wealth, LLC 0.19% Add +1.0% 2,112 $697K
Martin Capital Advisors, LLP 0.50% Reduce -8.7% 2,111 $696K
First American Bank 0.05% Add +4.6% 2,109 $696K
Adell Harriman & Carpenter Inc. 0.05% Reduce -6.6% 2,107 $695K
Smith Anglin Financial, LLC 0.07% Add +5.1% 2,106 $694K
Mountain Pacific Investment Advisers LLC 0.05% Reduce -2.5% 2,103 $694K
Cassaday & Co Wealth Management LLC 0.02% Reduce -0.7% 2,098 $692K
BCS Wealth Management 0.18% Add +0.1% 2,096 $691K
Marks Group Wealth Management, Inc 0.07% Reduce -5.3% 2,094 $691K
Bridgewater Advisors Inc. 0.06% New 2,241 $689K
ZEGA Investments, LLC 0.20% Reduce -38.8% 2,087 $688K
Dudley Capital Management, LLC 0.37% Reduce -3.4% 2,083 $687K
Carnegie Investment Counsel 0.02% Reduce -9.6% 2,431 $685K
Gibbs Wealth Management 0.17% Add +2.4% 2,077 $685K
Sage Investment Counsel LLC 0.87% Add +3.0% 2,074 $684K
MSH Capital Advisors LLC 0.21% No change 2,074 $684K
First Commonwealth Financial Corp 0.16% Add +0.7% 2,069 $682K
Tarbox Family Office, Inc. 0.11% Reduce -0.2% 2,068 $682K
Cadence Bank 0.05% Reduce -2.2% 2,068 $682K
Severin Investments, LLC 0.68% Add +1.1% 2,065 $681K
McElhenny Sheffield Capital Management, LLC 0.25% Add +0.1% 2,062 $680K
AF Advisors, Inc. 0.13% No change 2,061 $680K
CFS Investment Advisory Services, LLC 0.06% Add +1.8% 2,056 $678K
TFR Capital, LLC. 0.28% Add +167.3% 2,053 $677K
Castellan Group 0.19% New 2,052 $677K
Two Sigma Investments, LP 0.00% Add +8.0% 2,052 $677K
Marietta Investment Partners LLC 0.16% Reduce -5.1% 2,050 $676K
Bantamac Capital, LLC 0.32% Reduce -0.1% 2,049 $676K
Curi Capital, LLC 0.02% Reduce -57.6% 2,038 $672K
Latitude Advisors, LLC 0.39% Reduce -6.7% 2,036 $671K
Woodstock Corp. 0.07% Reduce -2.2% 2,035 $671K
626 Financial, LLC 0.34% Add +0.1% 2,033 $670K
Zullo Investment Group, Inc. 0.29% Add +7.1% 2,032 $670K
NCM Capital Management, LLC 0.30% Reduce -1.2% 2,030 $669K
Red Door Wealth Management, LLC 0.10% Reduce -0.7% 2,029 $669K
Parr McKnight Wealth Management Group, LLC 0.10% No change 2,022 $667K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.28% No change 2,298 $667K
Tompkins Financial Corp. 0.06% No change 2,019 $666K
TCV Trust & Wealth Management, Inc. 0.06% Add +2.3% 2,019 $666K
Townsend Asset Management Corp. /NC/ 0.26% No change 2,016 $665K
Winthrop Advisory Group LLC 0.08% Add +0.1% 2,015 $665K
Doliver Advisors, LP 0.19% Add +32.7% 2,014 $664K
One Capital Management, LLC 0.02% Add +26.8% 2,013 $664K
Callan Capital, LLC 0.05% Add +1.5% 2,012 $664K
Saybrook Capital 0.18% No change 2,000 $660K
Shoker Investment Counsel, Inc. 0.22% Add +0.3% 1,997 $659K
Lester Murray Antman dba SimplyRich 0.19% No change 1,996 $658K
Centurion Wealth Management LLC 0.21% No change 1,810 $656K
Worth Financial Advisory Group, LLC 0.42% Reduce -8.6% 1,990 $656K
Sovereign Financial Group, Inc. 0.15% Add +10.5% 1,987 $655K
Ridgecrest Wealth Partners, LLC 0.34% No change 1,984 $654K
Delta Financial Group, Inc. 0.15% Reduce -0.7% 1,914 $654K
Jackson Hole Capital Partners, LLC 0.13% New 1,983 $654K
TrinityBridge Ltd 0.02% Reduce -10.1% 1,978 $653K
MBL Wealth, LLC 0.07% Add +4.9% 1,979 $653K
Beacon Financial Advisory LLC 0.20% Add +1.1% 1,979 $653K
Oak Hill Wealth Advisors, LLC 0.15% Add +2.6% 1,969 $649K
Obermeyer Wealth Partners 0.03% Add +196.1% 1,969 $649K
Excalibur Management Corp. 0.26% Add +2.7% 1,966 $648K
Revisor Wealth Management LLC 0.29% Add +126.9% 1,965 $648K
Aprio Wealth Management, LLC 0.08% Add +3.4% 1,958 $646K
United Bank 0.27% Add +0.8% 1,958 $646K
First Financial Bankshares Inc 0.01% Reduce -2.8% 1,956 $645K
Baldwin Wealth Partners LLC 0.05% Add +1.6% 1,955 $645K
Beaumont Financial Advisors, LLC 0.05% Reduce -1.4% 1,952 $644K
LCNB Corp. 0.24% Reduce -1.3% 1,951 $643K
BlueSky Wealth Advisors, LLC 0.10% No change 1,942 $640K
Horst & Graben Wealth Management LLC 0.11% Add +0.9% 1,942 $640K
Guardian Asset Advisors, LLC 0.42% Add +1.6% 1,940 $640K
Raleigh Capital Management Inc. 0.29% Reduce -39.8% 1,922 $634K
Woodley Farra Manion Portfolio Management Inc. 0.03% Add +1.3% 1,921 $634K
Dogwood Wealth Management LLC 0.33% Add +13.0% 1,919 $633K
Capital Insight Partners, LLC 0.11% Add +3.4% 1,918 $633K
Kathmere Capital Management, LLC 0.05% Reduce -5.2% 1,917 $632K
Patriot Financial Group Insurance Agency, LLC 0.08% Reduce -3.3% 1,909 $630K
Jacksonville Wealth Management, LLC 0.62% Add +7.8% 1,907 $629K
Davis Investment Partners, LLC 0.28% Add +0.1% 2,106 $628K
Bedel Financial Consulting, Inc. 0.09% Add +2.5% 1,948 $625K
Fagan Associates, Inc. 0.10% Add +18.8% 1,895 $625K
Carret Asset Management, LLC 0.07% Reduce -7.3% 1,891 $624K
Thrive Wealth Management, LLC 0.12% Reduce -1.7% 1,889 $623K
Dale Q Rice Investment Management Ltd 0.32% No change 1,888 $623K
Walter & Keenan Wealth Management LLC /in/ 0.19% Add +5.8% 1,887 $622K
Smith Chas P & Associates Pa Cpas 0.04% Reduce -16.1% 1,881 $620K
PSI Advisors, LLC 0.20% Reduce -24.0% 1,880 $620K
Harris Associates (Oakmark Funds) 0.00% Reduce -2.1% 1,880 $620K
Summit Financial Strategies, Inc. 0.06% No change 1,878 $619K
Paulson Wealth Management Inc. 0.17% Reduce -1.1% 1,877 $619K
Waterway Wealth Management, LLC 0.26% Add +4.8% 1,872 $617K
Firethorn Wealth Partners, LLC 0.29% Add +0.8% 1,868 $616K
Deseret Mutual Benefit Administrators 0.30% Add +2.1% 1,859 $613K
Fulton Breakefield Broenniman LLC 0.04% No change 1,854 $611K
State of Wyoming 0.08% Reduce -2.8% 1,845 $608K
Sterling Investment Advisors, Ltd. 0.15% Add +5.5% 1,845 $608K
McAdam, LLC 0.04% Add +6.4% 1,843 $608K
Patten Group, Inc. 0.14% Reduce -1.4% 1,843 $608K
Breakwater Capital Group 0.11% Add +8.4% 1,840 $607K
Westmount Partners, LLC 0.18% Reduce -29.1% 1,834 $605K
Icon Wealth Advisors, LLC 0.05% Reduce -11.6% 1,830 $603K
Meriwether Wealth & Planning, LLC 0.39% Add +0.3% 1,818 $600K
AlphaCore Capital LLC 0.05% Add +77.3% 1,816 $599K
Aft, Forsyth & Company, Inc. 0.32% No change 1,815 $599K
Novem Group 0.08% Add +4.1% 1,808 $596K
McBroom & Associates, LLC 0.34% No change 1,806 $596K
Taylor Financial Group, Inc. 0.41% No change 1,805 $595K
Resonant Capital Advisors, LLC 0.04% Reduce -1.1% 1,805 $595K
Curbstone Financial Management Corp 0.13% Add +14.6% 1,802 $594K
Lakewood Asset Management LLC 0.40% Reduce -45.5% 1,801 $594K
North Berkeley Wealth Management, LLC 0.62% No change 1,800 $594K
Barr E S & Co. 0.04% Reduce -2.7% 1,800 $594K
Bensler, LLC 0.07% Reduce -7.2% 1,798 $593K
Montz Harcus Wealth Management LLC 0.32% Add +0.4% 1,797 $593K
Sovran Advisors, LLC 0.08% Reduce -3.3% 2,014 $593K
New Century Financial Group, LLC 0.68% Reduce -16.6% 1,790 $590K
Benchmark Wealth Management, LLC 0.29% Add +0.1% 1,787 $589K
Grove Bank & Trust 0.08% Add +28.9% 1,786 $589K
Lakeside Advisors, INC. 0.39% Add +0.1% 1,786 $589K
Operose Advisors LLC 0.20% Add +0.3% 1,785 $589K
Global Assets Advisory, LLC 0.11% Add +200.0% 1,950 $589K
TFG Advisers LLC 0.21% Reduce -2.8% 1,783 $588K
Sanders Morris Harris LLC 0.09% No change 1,775 $585K
Stonebridge Capital Advisors LLC 0.05% Reduce -3.4% 1,774 $585K
Charter Oak Capital Management, LLC 0.05% Add +1.1% 1,771 $584K
Lakeridge Wealth Management LLC 0.29% Add +2.5% 1,770 $584K
Mine & Arao Wealth Creation & Management, LLC. 0.28% Reduce -12.2% 1,770 $584K
Vega Investment Solutions 0.11% Add +57.6% 1,886 $583K
Appleton Partners Inc. 0.05% Add +7.7% 1,768 $583K
Moment Partners, LLC 0.12% No change 1,760 $580K
Wealth Quarterback LLC 0.33% Reduce -41.0% 1,758 $580K
Silvia McColl Wealth Management, LLC 0.44% Add +2.1% 1,752 $578K
2UniFi Bank 0.37% No change 1,678 $577K
Peterson Wealth Management 0.39% Add +3.7% 1,749 $577K
Argus Investors' Counsel, Inc. 0.44% Reduce -31.4% 1,745 $576K
Arvest Bank Trust Division 0.04% Add +10.8% 1,744 $575K
Elevation Point Wealth Partners, LLC 0.05% Reduce -10.0% 1,739 $573K
Raab & Moskowitz Asset Management LLC 0.14% Add +0.9% 1,736 $573K
Lafayette Investments, Inc. 0.12% No change 1,736 $572K
Sfmg, LLC 0.05% Add +18.8% 1,736 $572K
LifeSteps Financial, Inc. 0.46% Reduce -2.5% 1,734 $572K
Impact Capital Partners LLC 0.21% Add +4.4% 1,727 $570K
Base Wealth Management LLC 0.43% — 1,724 $569K
Check Capital Management Inc. 0.04% No change 1,717 $566K
Purkiss Capital Advisors LLC 0.43% Add +140.3% 1,716 $566K
Taylor Hoffman Capital Management LLC 0.21% No change 1,711 $566K
Clearstead Trust, LLC 0.13% Reduce -5.5% 1,707 $563K
Opal Wealth Advisors, LLC 0.17% Reduce -3.7% 1,705 $562K
Root Financial Partners, LLC 0.06% Reduce -13.8% 1,701 $561K
Cornerstone Select Advisors, LLC 0.53% Add +0.3% 1,700 $561K
Perpetual Ltd 0.01% No change 1,700 $561K
Semanteon Capital Management, LP 0.30% New 1,698 $560K
Strategic Investment Advisors / MI 0.06% Reduce -60.2% 1,696 $559K
Ofc Financial Planning, LLC 0.63% No change 1,695 $559K
YHB Investment Advisors, Inc. 0.05% Add +1.6% 1,692 $558K
Athena Investment Management 0.34% Reduce -1.5% 1,684 $555K
Relyea Zuckerberg Hanson LLC 0.07% Reduce -0.4% 1,682 $555K
Abacus Wealth Partners, LLC 0.08% Reduce -3.6% 1,681 $554K
Signature Estate & Investment Advisors LLC 0.01% Add +2.7% 1,680 $554K
Kaydan Wealth Management, Inc. 0.18% No change 1,677 $553K
Summit Wealth Partners, LLC 0.11% No change 1,674 $552K
Harbour Trust & Investment Management Co 0.07% Reduce -7.7% 1,674 $552K
OneAscent Wealth Management LLC 0.24% Reduce -5.5% 1,673 $552K
Pacifica Partners Inc. 0.25% No change 1,802 $551K
Charis Legacy Partners, LLC 1.04% No change 1,670 $551K
Reliant Investment Partners, LLC 0.56% No change 1,670 $551K
Stokes Family Office, LLC 0.06% Add +3.1% 1,668 $550K
Hilton Capital Management, LLC 0.05% Reduce -75.5% 1,663 $548K
West Family Investments, Inc. 0.21% Reduce -1.1% 1,662 $548K
Disciplined Investors, L.L.C. 0.49% Add +0.1% 1,661 $548K
Ranch Capital Advisors Inc. 0.26% Add +0.1% 1,658 $547K
South Plains Financial, Inc. 0.43% Reduce -0.1% 1,658 $547K
Union Savings Bank 0.27% No change 1,657 $546K
Cove Private Wealth, LLC 0.29% Add +17.4% 1,655 $546K
Gould Asset Management LLC 0.11% No change 1,655 $546K
Capital Square, LLC 0.32% Reduce -8.2% 1,654 $545K
Cornerstone Advisory, LLC 0.06% Reduce -3.2% 1,699 $545K
Citizens Business Bank 0.12% Add +191.2% 1,651 $545K
AXS Investments LLC 0.15% Add +4.3% 1,651 $545K
Regal Investment Advisors LLC 0.04% Reduce -44.1% 1,650 $544K
Warther Private Wealth, LLC 0.18% Add +23.5% 1,643 $542K
Frisch Financial Group, Inc. 0.15% Add +11.9% 1,640 $541K
Advisory Resource Group 0.11% Reduce -2.1% 1,638 $540K
Liberty Square Wealth Partners LLC 0.21% Add +5.8% 1,636 $540K
Cooper/Haims Advisors, LLC 0.29% Add +0.1% 1,636 $539K
Fiduciary Alliance LLC 0.05% Reduce -6.5% 1,632 $538K
ROI Financial Advisors, LLC 0.39% Add +87.3% 1,628 $537K
New Republic Capital, LLC 0.23% Add +3.1% 1,627 $537K
Diversify Wealth Management, LLC 0.04% Reduce -12.5% 1,743 $536K
Wealth Alliance, LLC 0.06% Reduce -0.5% 1,624 $536K
Bigelow Investment Advisors, LLC 0.25% Add +8.3% 1,622 $535K
One Degree Advisors Inc 0.22% Add +0.4% 1,621 $534K
Jeppson Wealth Management, LLC 0.20% Reduce -2.6% 1,618 $534K
Camden National Bank 0.08% Reduce -33.1% 1,616 $533K
WealthTrust Axiom LLC 0.16% Add +0.9% 1,613 $532K
Redhawk Wealth Advisors, Inc. 0.07% Add +0.1% 1,610 $531K
Meadow Creek Wealth Advisors LLC 0.40% Add +0.3% 1,608 $530K
Sound Income Strategies, LLC 0.03% Reduce -13.7% 1,608 $530K
Vishria Bird Financial Group, LLC 0.18% Add +0.1% 1,607 $530K
Klingman & Associates, LLC 0.03% Add +128.4% 1,606 $530K
Smart Portfolios, LLC 0.57% Add +9.3% 1,603 $529K
Peoples Bank 0.36% Reduce -40.8% 1,603 $529K
DNB Asset Management AS 0.00% Add +4.3% 1,602 $528K
Challenger Wealth Management 0.42% Add +60.0% 1,600 $528K
Pursue Wealth Partners LLC 0.32% No change 1,600 $528K
Pacific Point Advisors, LLC 0.29% No change 1,600 $528K
WESCAP Management Group, Inc. 0.13% Reduce -40.7% 1,600 $528K
United Bank 0.07% Reduce -2.4% 1,600 $528K
Penn Davis McFarland Inc. 0.06% No change 1,600 $528K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.02% Reduce -52.9% 1,600 $528K
Bell Bank 0.03% No change 1,598 $527K
Baker Ellis Asset Management LLC 0.08% No change 1,597 $527K
Mustard Seed Financial, LLC 0.42% No change 1,592 $525K
Forbes J M & Co. LLP 0.05% Reduce -6.5% 1,591 $525K
FSA Advisors, Inc. 0.42% Add +24.9% 1,590 $524K
Waratah Capital Advisors Ltd. 0.04% New 1,589 $524K
McGowan Group Asset Management, Inc. 0.07% Add +0.1% 1,589 $524K
Kohmann Bosshard Financial Services, LLC 0.06% Reduce -0.1% 1,582 $522K
Soltis Investment Advisors LLC 0.05% Reduce -3.1% 1,578 $520K
Trinity Financial Advisors LLC 0.19% No change 1,700 $520K
Keystone Wealth Services, LLC 0.14% Add +8.6% 1,575 $520K
Smith Shellnut Wilson LLC 0.24% Reduce -5.5% 1,570 $518K
SeaBridge Investment Advisors LLC 0.11% No change 1,565 $516K
Stonebridge Financial Group, LLC 0.05% Add +1.9% 1,562 $515K
Jain Global LLC 0.01% New 1,560 $514K
Isthmus Partners, LLC 0.06% No change 1,557 $513K
Vertex Planning Partners, LLC 0.11% Reduce -1.3% 1,553 $512K
Vicus Capital 0.05% New 1,553 $512K
Arcataur Capital Management LLC 0.17% Reduce -5.2% 1,552 $512K
Quantum Financial Advisors, LLC 0.08% No change 1,550 $511K
Quent Capital, LLC 0.05% Add +5.2% 1,550 $511K
Regent Peak Wealth Advisors LLC 0.12% Reduce -1.3% 1,549 $511K
PBMares Wealth Management LLC 0.10% Reduce -9.7% 1,547 $510K
SAM Advisors, LLC 0.19% No change 1,540 $508K
TBH Global Asset Management, LLC 0.10% Reduce -26.8% 1,539 $508K
Canal Capital Management, LLC 0.08% Reduce -1.6% 1,536 $507K
Olistico Wealth, LLC 0.31% No change 1,530 $505K
Tectonic Advisors LLC 0.03% Add +0.5% 1,530 $504K
RMR Wealth Builders 0.05% Add +3.7% 1,529 $504K
Financial Partners Group, Inc 0.08% Add +0.1% 1,528 $504K
Strategic Equity Management 0.21% Add +0.4% 1,526 $503K
Financial Engines Advisors L.L.C. 0.00% Reduce -47.0% 1,527 $503K
Sanchez Wealth Management Group 0.14% Add +0.4% 1,524 $503K
Wallace Advisory Group, LLC 0.35% Add +39.7% 1,386 $503K
MFA Wealth Services 0.41% Reduce -13.6% 1,522 $502K
Beacon Capital Management, LLC 0.07% Add +5.9% 1,516 $500K
Linscomb Wealth, Inc. 0.02% Reduce -48.0% 1,514 $499K
Obsidian Personal Planning Solutions LLC 0.22% Reduce -0.4% 1,614 $499K
DRW Securities, LLC 0.04% Reduce -2.6% 1,516 $499K
Fairtree Asset Management (Pty) Ltd 0.40% Add +34.4% 1,511 $498K
Ascentis Wealth Management, LLC 0.16% Reduce -38.5% 1,505 $498K
TFB Advisors LLC 0.14% Add +0.1% 1,509 $498K
Empirical Asset Management, LLC 0.17% Reduce -80.2% 1,507 $497K
Sepio Capital, LP 0.04% Reduce -1.3% 1,505 $496K
Chickasaw Capital Management LLC 0.02% No change 1,500 $495K
Rbo & Co. LLC 0.08% No change 1,500 $495K
Fractal Investments LLC 0.07% No change 1,500 $495K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +5.9% 1,498 $494K
Center For Asset Management LLC 0.30% Add +0.1% 1,498 $494K
Alteri Wealth LLC 0.22% Reduce -7.1% 1,485 $490K
Global X Japan Co., Ltd. 0.06% Add +10.5% 1,485 $490K
Comprehensive Financial Consultants Institutional, Inc. 0.17% Reduce -1.8% 1,483 $489K
Capital Analysts, LLC 0.02% Add +69.0% 1,480 $488K
Leisure Capital Management 0.20% No change 1,478 $487K
Cromwell Holdings LLC 0.31% No change 1,476 $487K
IMS Capital Management 0.25% No change 1,475 $486K
Morse Asset Management, Inc 0.12% Reduce -50.5% 1,474 $486K
Lazari Capital Management, Inc. 0.20% Add +2.1% 1,474 $486K
Beach Investment Counsel Inc. 0.07% Reduce -3.9% 1,473 $486K
Koss-Olinger Consulting, LLC 0.04% New 1,473 $486K
Acima Private Wealth, LLC 0.17% No change 1,473 $486K
ICONIQ Capital, LLC 0.01% Reduce -13.4% 1,471 $485K
Landaas & Co. /Wi 0.13% No change 1,470 $485K
West Paces Advisors Inc. 0.11% No change 1,467 $484K
Financial & Tax Architects, LLC 0.12% Reduce -91.8% 1,465 $483K
Hara Capital LLC 0.33% No change 1,465 $483K
Caxton Associates LLP 0.02% — 1,465 $483K
Hennion & Walsh Asset Management, Inc. 0.02% Add +5.9% 1,460 $482K
Mirador Capital Partners LP 0.08% Add +93.4% 1,460 $481K
Spirepoint Private Client, LLC 0.06% Reduce -8.4% 1,456 $480K
Versant Capital Management, Inc 0.08% Add +25.9% 1,455 $480K
Van Hulzen Asset Management, LLC 0.04% Reduce -11.3% 1,449 $478K
Insight Advisors, LLC/ PA 0.08% Add +2.5% 1,446 $477K
Nadler Financial Group, Inc. 0.05% No change 1,446 $477K
Wendell David Associates Inc. 0.05% No change 1,443 $476K
Channel Wealth LLC 0.15% Reduce -1.8% 1,441 $475K
Seed Wealth Management, Inc. 0.39% No change 1,440 $475K
Kozak & Associates, Inc. 0.12% Add +0.4% 1,592 $475K
Kaizen Financial Strategies 0.27% Reduce -6.2% 1,436 $474K
Burton Enright Welch 0.10% Add +7.5% 1,435 $473K
CarsonAllaria Wealth Management, Ltd. 0.27% Add +0.1% 1,434 $473K
Balboa Wealth Partners 0.11% Add +15.1% 1,434 $473K
MRP Capital Investments, LLC 0.44% No change 1,425 $470K
Avity Investment Management Inc. 0.04% Add +26.7% 1,425 $470K
Bryn Mawr Trust Advisors, LLC 0.03% Reduce -26.4% 1,424 $470K
Whitaker-Myers Wealth Managers, LTD. 0.13% New 1,418 $468K
Rosenberg Matthew Hamilton 0.12% Add +4.0% 1,412 $466K
Blankinship & Foster, LLC 0.12% No change 1,411 $465K
MQS Management LLC 0.27% New 1,407 $464K
Apollon Financial, LLC 0.11% Add +7.4% 1,406 $464K
Retirement Planning Group, LLC 0.02% Reduce -11.0% 1,406 $464K
VSM Wealth Advisory, LLC 0.17% Add +0.1% 1,402 $462K
4WEALTH Advisors, Inc. 0.51% Add +30.0% 1,401 $462K
Ironwood Investment Management LLC 0.25% No change 1,400 $462K
Petros Family Wealth, LLC 0.51% Add +27.0% 1,397 $461K
Grant Street Asset Management, Inc. 0.11% No change 1,394 $460K
Carrera Capital Advisors 0.10% Add +12.6% 1,394 $460K
First National Corp. /Ma/ 0.10% Add +6.3% 1,394 $460K
Firestone Capital Management 0.12% Add +0.1% 1,392 $459K
Everpar Advisors LLC 0.24% Reduce -17.3% 1,390 $458K
apricus wealth, LLC 0.27% No change 1,389 $458K
Range Financial Group LLC 0.20% Reduce -36.1% 1,387 $457K
Mengis Capital Management, Inc. 0.10% Add +0.1% 1,386 $457K
Watts Gwilliam & Co., LLC 0.10% Reduce -3.5% 1,383 $456K
MRA Advisory Group 0.24% Reduce -9.8% 1,383 $456K
SageView Advisory Group, LLC 0.02% Add +8.1% 1,379 $455K
Enterprise Financial Services Corp 0.27% Add +1.6% 1,377 $454K
Claro Advisors Inc. 0.06% Add +2.4% 1,374 $453K
BankPlus Wealth Management LLC 0.33% Add +1.6% 1,374 $453K
Mowery & Schoenfeld Wealth Management, LLC 0.89% Add +17.6% 1,373 $453K
Milestone Asset Management, LLC 0.10% Reduce -72.4% 1,369 $452K
Planning Alternatives Ltd. 0.07% Add +38.2% 1,367 $451K
Affinity Capital Advisors, LLC 0.09% Add +0.3% 1,536 $451K
Davidson Trust Co. 0.21% Add +8.1% 1,364 $450K
Gallacher Capital Management LLC 0.22% Add +35.2% 1,364 $450K
M1 Capital Management LLC 0.28% Reduce -9.6% 1,361 $449K
Basepoint Wealth LLC 0.35% Add +36.5% 1,360 $449K
Ellsworth Advisors, LLC 0.12% Reduce -91.9% 1,357 $448K
Brogan Financial, Inc. 0.22% Add +18.9% 1,357 $447K
Sunflower Bank, N.A. 0.13% Add +6.6% 1,355 $447K
SJS Investment Consulting Inc. 0.08% No change 1,354 $447K
Interchange Capital Partners, LLC 0.13% Add +19.1% 1,354 $446K
Continuum Advisory, LLC 0.06% Reduce -6.2% 1,353 $446K
Investment Advisory Services Inc. /TX 0.16% Reduce -3.2% 1,353 $446K
Analyst IMS Investment Management Services Ltd. 0.02% Reduce -8.6% 1,352 $446K
Balefire, LLC 0.15% Reduce -1.5% 1,351 $446K
Sendero Wealth Management, LLC 0.06% Add +0.5% 1,351 $446K
Thomas Story & Son LLC 0.17% No change 1,350 $445K
Coyle Financial Counsel LLC 0.14% Add +0.1% 1,349 $445K
Hardin Capital Partners, LLC 0.27% No change 1,347 $444K
Rockingstone Advisors LLC 0.20% Add +4.1% 1,336 $441K
VeraBank, N.A. 0.12% No change 1,336 $441K
Rise Advisors, LLC 0.19% Reduce -7.0% 1,334 $440K
Formidable Asset Management, LLC 0.07% No change 1,332 $439K
Fi3 FINANCIAL ADVISORS, LLC 0.18% Add +0.2% 1,330 $439K
McMill Wealth Management 0.16% Add +1.4% 1,329 $438K
Capital Advisors Wealth Management, LLC 0.08% Add +4.7% 1,327 $438K
Elser Financial Planning, Inc 0.61% Reduce -0.6% 1,326 $437K
Planning Center, Inc. 0.05% Reduce -9.6% 1,323 $436K
Sandy Cove Advisors, LLC 0.17% Reduce -16.7% 1,321 $436K
CYBER HORNET ETFs LLC 0.44% Add +0.3% 1,320 $435K
Next Level Private LLC 0.16% Add +3.9% 1,320 $435K
Baron Wealth Management LLC 0.19% Add +10.6% 1,319 $435K
Birchcreek Wealth Management, LLC 0.27% Add +0.4% 1,319 $435K
Foster Group, Inc. 0.02% Add +2.9% 1,318 $435K
Sweeney & Michel, LLC 0.19% — 1,585 $434K
Tumwater Wealth Management, LLC 0.23% Add +4.0% 1,317 $434K
Measured Wealth Private Client Group, LLC 0.14% Reduce -47.2% 1,316 $434K
Westshore Wealth, LLC 0.18% Reduce -0.6% 1,315 $434K
Reyes Financial Architecture, Inc. 0.32% Reduce -0.1% 1,314 $433K
Petix & Botte Co 0.11% No change 1,312 $433K
Engineers Gate Manager LP 0.01% Reduce -34.3% 1,311 $432K
Acas, LLC 0.33% No change 1,377 $432K
Oliver Luxxe Assets LLC 0.08% Reduce -6.3% 1,310 $432K
Annex Advisory Services, LLC 0.01% Add +31.8% 1,309 $432K
Ramsay, Stattman, Vela & Price, Inc. 0.08% Reduce -10.9% 1,309 $432K
First Pacific Financial 0.09% Reduce -6.7% 1,308 $431K
First Financial Corp. 0.21% Reduce -7.1% 1,308 $431K
Schulhoff & Co. Inc. 0.19% No change 1,305 $430K
CWS Financial Advisors, LLC 0.14% Add +29.9% 1,304 $430K
Purus Wealth Management, LLC 0.18% Add +20.1% 1,302 $429K
Waters Parkerson & Co., LLC 0.02% Reduce -1.6% 1,298 $428K
Ransom Advisory, Ltd 0.21% Reduce -7.2% 1,295 $427K
Migdal Insurance & Financial Holdings Ltd. 0.01% Add +11.6% 1,294 $427K
Prentice Wealth Management LLC 0.12% Add +7.1% 1,291 $426K
Sentry Investment Management LLC 0.29% Reduce -25.4% 1,519 $425K
MCF Advisors LLC 0.03% Add +1.5% 1,289 $425K
Wealth Management Associates, Inc. 0.18% Reduce -10.5% 1,287 $424K
Beacon Financial Group 0.05% Add +4.1% 1,284 $423K
Finivi Inc. 0.34% Add +11.7% 1,283 $423K
Gsa Capital Partners LLP 0.04% Reduce -61.1% 1,280 $422K
Tennessee Valley Asset Management Partners 0.07% Add +2.6% 1,279 $422K
Claris Financial LLC 0.28% No change 1,162 $422K
Pines Wealth Management, LLC 0.19% Add +22.5% 1,533 $420K
Alpha Family Trust 0.24% No change 1,270 $419K
Clear Creek Financial Management, LLC 0.04% Add +11.4% 1,269 $419K
Bard Financial Services, Inc. 0.05% Reduce -7.0% 1,265 $417K
Zions Bancorporation, National Association 0.03% — 1,264 $417K
Gradient Capital Advisors, LLC 0.14% Reduce -3.2% 1,263 $417K
Braun-Bostich & Associates Inc. 0.31% Add +1.7% 1,263 $417K
Northwest Bancshares, Inc. 0.08% No change 1,260 $416K
Precision Wealth Strategies, LLC 0.32% Add +19.1% 1,256 $414K
LFA - Lugano Financial Advisors SA 0.28% No change 1,250 $412K
Evanson Asset Management, LLC 0.03% Reduce -7.4% 1,250 $412K
Kornitzer Capital Management Inc. 0.01% Reduce -2.0% 1,250 $412K
Hills Bank & Trust Co 0.03% Add +8.9% 1,249 $412K
Bangor Savings Bank 0.04% Add +1.7% 1,247 $411K
Intellus Advisors LLC 0.07% Add +0.1% 1,247 $411K
Garden State Investment Advisory Services LLC 0.13% Reduce -0.6% 1,244 $411K
Baker Tilly Wealth Management, LLC 0.16% Reduce -3.8% 1,245 $411K
Advus Financial Partners, LLC 0.11% Add +2.4% 1,244 $410K
Coastwise Capital Group, LLC 0.34% Reduce -24.6% 1,243 $410K
Greenline Partners, LLC 0.06% Add +3.1% 1,242 $410K
Philip James Wealth Mangement, LLC 0.05% No change 1,240 $409K
Northstar Financial Companies, Inc. 0.44% Reduce -5.4% 1,239 $409K
Catalina Capital Group, LLC 0.27% Reduce -54.2% 1,238 $408K
S.A. Mason LLC 0.22% Add +0.6% 1,238 $408K
Monarch Capital Management Inc. 0.11% No change 1,237 $408K
American Money Management, LLC 0.08% Reduce -7.3% 1,237 $408K
CoreFirst Bank & Trust 0.26% No change 1,236 $408K
Core Alternative Capital 0.10% Reduce -2.0% 1,235 $407K
Pinnacle Financial Group, LLC / IL 0.15% Add +0.1% 1,232 $406K
WestHill Financial Advisors, Inc. 0.09% Reduce -11.1% 1,232 $406K
Graves Light Lenhart Wealth, Inc. 0.05% Add +0.2% 1,232 $406K
American Alpha Advisors, LLC 0.36% New 1,231 $406K
Grant Private Wealth Management Inc 0.44% Add +46.2% 1,224 $404K
Perennial Investment Advisors, LLC 0.05% Add +6.3% 1,224 $403K
J2 Capital Management Inc 0.37% Reduce -22.4% 1,223 $403K
Congress Park Capital LLC 0.15% No change 1,220 $402K
Regatta Capital Group, LLC 0.08% Add +0.1% 1,219 $402K
Towne Trust Company, N.A 0.14% No change 1,217 $401K
Miller Financial Services LLC 0.58% Reduce -54.0% 1,216 $401K
Manchester Capital Management LLC 0.05% Add +21.0% 1,216 $401K
Traveka Wealth, LLC 0.22% Reduce -2.9% 1,215 $401K
Hollencrest Capital Management 0.02% Add +0.7% 1,207 $398K
First Nebraska Trust Co 0.04% Add +4.3% 1,206 $398K
Integrated Investment Consultants, LLC 0.08% Add +0.4% 1,204 $397K
Boston Trust Walden Corp 0.00% No change 1,204 $397K
Mindset Wealth Management, LLC 0.15% Add +0.1% 1,202 $396K
CJM Wealth Advisers, Ltd. 0.14% No change 1,201 $396K
Fairfield, Bush & Co. 0.25% Reduce -21.8% 1,200 $396K
Mogy Joel R Investment Counsel Inc. 0.03% No change 1,200 $396K
Gries Financial LLC 0.08% Add +13.5% 1,199 $395K
Gilman Hill Asset Management, LLC 0.07% No change 1,199 $395K
Five Oceans Advisors 0.19% Add +0.4% 1,198 $395K
Moss Adams Wealth Advisors LLC 0.04% Reduce -0.9% 1,197 $395K
Davidson Investment Advisors 0.02% No change 1,197 $395K
Meridian Financial Partners LLC 0.20% Add +20.1% 1,194 $394K
Destination Wealth Management 0.01% Add +61.1% 1,194 $394K
Henderson Brothers Financial Partners, LLC 0.20% — 687 $394K
Longview Financial Advisors LLC 0.26% Reduce -23.0% 1,190 $392K
White Knight Strategic Wealth Advisors, LLC 0.36% New 1,190 $392K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.07% Add +5.7% 1,187 $392K
VestGen Investment Management 0.30% Add +1.4% 1,187 $391K
JT Stratford LLC 0.07% Reduce -81.0% 1,187 $391K
Trust Co of Kansas 0.21% No change 1,185 $391K
Fingerlakes Wealth Management, Inc. 0.33% Reduce -16.0% 1,184 $390K
Legacy Financial Group LLC 0.06% Add +0.1% 1,183 $390K
Laurel Wealth Advisors LLC 0.06% No change 1,182 $390K
Meredith Wealth Planning 0.17% No change 1,180 $389K
Keb Asset Management, LLC 0.11% No change 1,179 $389K
Central Pacific Bank - Trust Division 0.06% Add +12.5% 1,179 $389K
GC Wealth Management RIA, LLC 0.07% Add +1.4% 1,176 $388K
ICW Investment Advisors LLC 0.16% Add +2.4% 1,175 $388K
Aua Capital Management, LLC 0.25% No change 1,170 $386K
WealthShield Partners, LLC 0.05% Add +33.4% 1,170 $386K
FSB Premier Wealth Management, Inc. 0.15% Add +11.9% 1,168 $385K
Warwick Investment Management, Inc. 0.08% Add +2.6% 1,167 $385K
Eagle Wealth Strategies LLC 0.24% Add +0.1% 1,167 $385K
LM Advisors LLC 0.07% Reduce -9.6% 1,163 $384K
TCFG Wealth Management, LLC 0.19% Reduce -4.2% 1,162 $383K
Joule Financial, LLC 0.13% Add +0.2% 1,156 $381K
BlueStem Wealth Partners, LLC 0.05% Reduce -9.7% 1,152 $380K
Sivia Capital Partners, LLC 0.18% Add +5.4% 1,151 $380K
Alan B Lancz & Associates, Inc. 0.40% No change 1,150 $379K
Hoey Investments, Inc. 0.07% Reduce -47.9% 1,143 $377K
Crowley Wealth Management, Inc. 0.36% Reduce -9.5% 1,142 $377K
Accel Wealth Management 0.14% Add +11.7% 1,140 $376K
LJI Wealth Management, LLC 0.07% Reduce -0.4% 1,140 $376K
Compass Financial Group, INC 0.07% Add +5.5% 1,138 $376K
Facet Wealth, Inc. 0.01% Add +1.7% 1,162 $375K
Elwood & Goetz Wealth Advisory Group, LLC 0.09% Reduce -40.6% 1,138 $375K
Archford Capital Strategies, LLC 0.05% Reduce -2.7% 1,137 $375K
Maxele Advisors, LLC 0.36% Add +4.6% 1,134 $374K
Quadcap Wealth Management, LLC 0.05% Reduce -10.2% 1,134 $374K
WealthBridge Capital Management, LLC 0.11% No change 1,133 $374K
Bay Capital Advisors, LLC 0.31% Reduce -11.7% 1,131 $373K
Legacy Financial Group, Inc. 0.12% Add +6.2% 1,131 $373K
First Western Trust Bank 0.02% No change 1,128 $372K
Private Wealth Partners, LLC 0.03% Add +2.5% 1,127 $372K
Rockline Wealth Management, LLC 0.10% No change 1,127 $372K
Cookson Peirce & Co. Inc. 0.02% Reduce -82.6% 1,126 $372K
Hengehold Capital Management LLC 0.04% No change 1,120 $369K
Spring Capital Management, LLC 0.20% No change 1,120 $369K
Millington Financial Advisors, LLC 0.23% Add +0.4% 1,258 $369K
Tower Wealth Partners, Inc. 0.20% No change 1,119 $369K
Trustco Bank Corp. N Y 0.40% Reduce -9.2% 1,118 $369K
Old Second National Bank of Aurora 0.09% Reduce -9.9% 1,118 $369K
City National Bank of Florida 0.33% Add +24.3% 1,117 $368K
Alesco Advisors, LLC, An ESL Co 0.01% Reduce -1.2% 1,113 $367K
ORG Partners LLC 0.09% Reduce -74.2% 571 $366K
N.E.W. Advisory Services LLC 0.03% Add +7.7% 1,105 $365K
Full Sail Capital, LLC 0.02% Reduce -3.6% 1,105 $364K
WealthPLAN Partners, LLC 0.05% Reduce -13.3% 1,104 $364K
Financial Advisors Network, Inc. 0.06% Add +0.8% 1,103 $364K
Morey & Quinn Wealth Partners, LLC 0.30% Add +3.2% 1,101 $363K
SkyOak Wealth, LLC 0.08% Add +8.8% 1,101 $363K
Consilium Wealth Advisory, LLC 0.18% Add +1.8% 1,100 $363K
Royal Capital Wealth Management, LLC 0.25% No change 1,100 $363K
Cantor Fitzgerald Investment Advisors L.P. 0.03% No change 1,100 $363K
Gradient Investments LLC 0.01% Reduce -6.0% 1,098 $362K
Mission Financial Group, LLC 0.33% — 509 $361K
Stonebrook Private Inc. 0.09% Add +3.7% 1,093 $360K
Financial Advisors, LLC 0.07% No change 1,090 $359K
Silver Coast Investments LLC 0.14% Add +3.8% 1,089 $359K
Asset Planning,Inc 0.28% Add +0.2% 1,087 $359K
Chesley Taft & Associates LLC 0.02% Reduce -16.8% 1,087 $358K
Fortress Private Ledger, LLC 0.20% Add +48.4% 1,086 $358K
Clarity Wealth Advisors, LLC 0.10% New 1,083 $357K
Drake & Associates, LLC 0.10% Add +19.4% 1,082 $357K
Optas, LLC 0.06% Reduce -21.1% 1,082 $357K
Sterling Investment Counsel, LLC 0.12% Add +73.0% 1,081 $357K
OneAscent Investment Solutions LLC 0.42% — 1,078 $356K
Monte Financial Group, LLC 0.16% Reduce -4.6% 1,208 $356K
Silvant Capital Management LLC 0.02% No change 1,076 $355K
Invst, LLC 0.05% Add +62.0% 1,074 $354K
Greenwood Capital Associates LLC 0.05% No change 1,074 $354K
Bristlecone Advisors, LLC 0.03% Reduce -3.0% 1,073 $354K
Arlington Trust Co LLC 0.07% No change 1,070 $353K
Arax Advisory Partners 0.02% Reduce -6.1% 1,067 $352K
Elgethun Capital Management 0.08% Reduce -2.7% 1,067 $352K
Washington Trust Bank 0.04% Reduce -54.6% 1,067 $352K
Pettyjohn, Wood & White, Inc. 0.07% Reduce -31.9% 1,065 $351K
Bender Robert & Associates 0.09% Reduce -1.9% 1,064 $351K
Meridian Wealth Advisors, LLC 0.06% Add +0.1% 1,063 $351K
United Community Bank 0.13% Reduce -86.2% 1,062 $350K
NTV Asset Management LLC 0.05% Add +5.4% 1,059 $349K
STAR Financial Bank 0.26% Reduce -9.5% 1,058 $349K
Kelleher Financial Advisors 0.14% Add +1.0% 1,057 $349K
Miller Wealth Advisors, LLC 0.19% Add +5.6% 1,056 $348K
Master's Wealth Management Inc. 0.18% Add +8.7% 1,055 $348K
Antonelli Financial Advisors, LLC 0.28% No change 1,053 $347K
Northside Capital Management, LLC 0.06% No change 1,053 $347K
Onyx Financial Advisors, LLC 0.18% Add +0.4% 1,051 $347K
First Community Trust NA 0.30% Reduce -22.2% 1,050 $346K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.14% Reduce -1.4% 1,048 $346K
Financial Perspectives, Inc 0.12% No change 1,048 $346K
Waterloo Capital, L.P. 0.03% Add +65.7% 1,047 $345K
First Hawaiian Bank 0.05% Reduce -64.7% 1,044 $344K
Childress Capital Advisors, LLC 0.10% Add +0.5% 1,043 $344K
Aspire Growth Partners LLC 0.30% Add +1.1% 1,071 $343K
Carmel Capital Partners, LLC 0.13% Add +0.4% 1,038 $342K
Register Financial Advisors LLC 0.18% Reduce -3.8% 1,038 $342K
LBMC Investment Advisors, LLC 0.03% No change 1,036 $342K
MJP Associates Inc. 0.06% Reduce -35.7% 1,035 $341K
Verum Partners LLC 0.09% Add +19.3% 1,033 $341K
Smallwood Wealth Investment Management, LLC 0.21% No change 1,028 $339K
Prostatis Group LLC 0.11% Reduce -19.6% 1,028 $339K
Lynx Investment Advisory 0.23% Add +0.7% 1,028 $339K
Hillsdale Investment Management Inc. 0.02% Reduce -33.2% 1,027 $339K
Summit X, LLC 0.07% Add +3.2% 1,025 $338K
Horan Capital Advisors, LLC. 0.11% Add +8.7% 1,023 $337K
Centerpoint Advisory Group 0.33% No change 1,020 $336K
Highview Capital Management LLC 0.14% Reduce -22.7% 1,020 $336K
Okabena Investment Services Inc. 0.08% New 1,020 $336K
Arbor Investment Advisors, LLC 0.05% Add +58.1% 1,020 $336K
Community Trust & Investment Co. 0.02% Reduce -0.4% 1,020 $336K
Ledgewood Wealth Advisors, LLC 0.22% No change 1,017 $335K
Hutchinson Capital Management 0.06% No change 1,017 $335K
GW Henssler & Associates Ltd. 0.02% Add +12.8% 1,017 $335K
Palogic Value Management, L.P. 0.15% Add +6.1% 1,015 $335K
Crews Bank & Trust 0.06% Add +23.8% 1,014 $334K
49 Wealth Management, LLC 0.04% Add +1.9% 1,013 $334K
Wealthspire Retirement, LLC 0.03% Add +3.8% 1,011 $334K
SPC Financial, Inc. 0.03% Reduce -9.1% 1,011 $333K
Acorns Advisers, LLC 0.00% Add +26.6% 1,009 $333K
Good Steward Wealth Advisors,LLC 0.30% — 1,008 $332K
American Institute for Advanced Investment Management, LLP 0.25% No change 1,005 $331K
SYM FINANCIAL Corp 0.04% Reduce -4.6% 1,003 $331K
Axq Capital, LP 0.13% Reduce -84.6% 1,001 $330K
Baker Boyer National Bank 0.12% Add +5.9% 1,001 $330K
Prodigy Asset Management LLC 0.27% No change 1,000 $330K
Ring Mountain Capital, LLC 0.25% Reduce -0.3% 1,000 $330K
Merrion Investment Management Co, LLC 0.24% No change 1,000 $330K
Ping Capital Management, Inc. 0.22% New 1,000 $330K
Angeles Wealth Management, LLC 0.03% Add +7.4% 996 $328K
Wealth Dimensions Group, Ltd. 0.08% Add +5.6% 994 $328K
DeDora Capital, Inc. 0.09% New 991 $327K
Plante Moran Financial Advisors, LLC 0.03% Add +1.2% 989 $326K
Nautilus Advisors LLC 0.27% No change 988 $326K
D'Orazio & Associates, Inc. 0.05% Add +3.8% 985 $325K
Wealth Management Nebraska 0.05% Add +5.0% 984 $325K
Foster Dykema Cabot & Partners, LLC 0.03% Reduce -0.4% 984 $325K
Heritage Financial Services, LLC 0.03% Add +2.9% 979 $323K
Kelly Lawrence W & Associates Inc. 0.08% No change 979 $323K
Syntegra Private Wealth Group, LLC 0.04% Add +4.8% 977 $322K
Central Valley Advisors, LLC 0.12% Add +2.6% 977 $322K
Beddow Capital Management Inc. 0.12% No change 975 $322K
Vestia Personal Wealth Advisors 0.25% Reduce -2.1% 975 $322K
NorthStar Asset Management LLC 0.20% Reduce -4.5% 971 $320K
Old North State Trust, LLC 0.20% No change 883 $320K
Partners Wealth Management, LLC 0.36% No change 970 $320K
Cary Street Partners Investment Advisory LLC 0.18% Reduce -7.3% 970 $320K
Burling Wealth Partners, LLC 0.07% No change 970 $320K
Commonwealth Financial Services, LLC 0.07% Reduce -0.3% 969 $320K
Uniting Wealth Partners, LLC 0.16% No change 969 $320K
CHICAGO TRUST Co NA 0.06% Reduce -46.1% 965 $318K
First Interstate Bank 0.02% No change 960 $317K
Arcus Capital Partners, LLC 0.13% Add +27.6% 957 $316K
Marex Group Ltd 0.01% Reduce -36.6% 954 $315K
Inspirion Wealth Advisors, LLC 0.04% Add +50.9% 952 $314K
D.B. Root & Company, LLC 0.10% Reduce -0.7% 951 $314K
Abbot Financial Management, Inc. 0.16% No change 950 $313K
First United Bank & Trust 0.12% No change 950 $313K
WINTON GROUP Ltd 0.02% Reduce -28.7% 950 $313K
Mount Vernon Associates Inc. 0.26% No change 950 $313K
American State Bank (Iowa) 0.19% Add +4.4% 947 $312K
Apexium Financial, LP 0.02% Reduce -3.1% 945 $312K
360 Financial, Inc. 0.11% No change 945 $312K
Key Client Fiduciary Advisors, LLC 0.14% Add +0.6% 945 $312K
O'ROURKE & COMPANY, Inc 0.15% Add +2.7% 944 $311K
Dover Advisors, LLC 0.14% Add +32.4% 943 $311K
Adero Partners, LLC 0.02% Add +5.7% 943 $311K
Cyr Financial Inc. 0.28% Add +0.2% 943 $311K
1620 Investment Advisors, Inc. 0.24% Reduce -1.7% 942 $311K
Eagle Capital Management, LLC 0.14% Add +47.0% 939 $310K
Exchange Capital Management, Inc. 0.05% Reduce -4.9% 938 $309K
MBB Public Markets I LLC 0.04% New 937 $309K
Wedgewood Investors Inc. 0.37% No change 933 $308K
Citizens & Northern Corp. 0.09% Add +0.8% 932 $307K
Bingham Private Wealth, LLC 0.32% Reduce -0.8% 930 $307K
Liberty Wealth Management LLC 0.06% Add +3.9% 929 $307K
Hutchens & Kramer Investment Management Group, LLC 0.17% Reduce -4.6% 928 $306K
Fiduciary Financial Group, LLC 0.07% Reduce -42.3% 1,056 $305K
JSF Financial, LLC 0.08% Reduce -2.8% 925 $305K
Manchester Financial Inc. 0.07% Reduce -0.3% 924 $305K
Centric Wealth Management 0.08% Reduce -0.5% 922 $304K
Anchor Capital Advisors LLC 0.01% Reduce -18.2% 922 $304K
Aventura Private Wealth, LLC 0.16% Add +0.9% 921 $304K
Compass Capital Corp. /Ma/ 0.16% Reduce -58.7% 1,072 $303K
PCG Asset Management, LLC 0.28% Add +9.5% 920 $303K
JB Capital LLC 0.02% Reduce -0.5% 917 $303K
Wedge Capital Management L L P 0.01% Add +4.8% 917 $302K
Winslow Asset Management Inc. 0.07% Reduce -19.7% 915 $302K
Van Cleef Asset Management,Inc 0.03% Reduce -0.5% 915 $302K
Oxford Financial Group, LTD. LLC 0.02% Reduce -12.9% 914 $301K
Signature Resources Capital Management, LLC 0.26% No change 912 $301K
Laffer Tengler Investments, Inc. 0.08% No change 912 $301K
Moloney Securities Asset Management, LLC 0.04% Reduce -33.3% 911 $300K
XY Capital Ltd 0.20% Add +52.3% 911 $300K
James J. Burns & Company, LLC 0.05% No change 911 $300K
MinichMacGregor Wealth Management, LLC 0.07% Reduce -31.4% 911 $300K
Novare Capital Management LLC 0.03% Reduce -58.8% 910 $300K
Avantra Family Wealth, Inc. 0.29% No change 905 $298K
Fragasso Financial Advisors Inc 0.02% Add +0.7% 905 $298K
Convergence Financial, LLC 0.06% Reduce -14.8% 903 $298K
Crane Advisory, LLC 0.05% No change 1,014 $298K
Crestmont Private Wealth LLC 0.13% Add +9.6% 902 $297K
HTG Investment Advisors, Inc. 0.12% No change 900 $297K
Mullaney, Keating & Wright, Inc. 0.20% No change 900 $297K
1834 Investment Advisors Co. 0.04% Reduce -14.2% 900 $297K
Southland Equity Partners LLC 0.07% Add +1.8% 899 $296K
Smith Thornton Advisors LLC 0.18% No change 896 $296K
Phillips Wealth Planners LLC 0.31% Add +24.2% 1,006 $295K
Hamilton Capital, LLC 0.02% Add +0.8% 895 $295K
Chemistry Wealth Management LLC 0.07% No change 891 $294K
Costello Asset Management, INC 0.12% Reduce -39.9% 890 $294K
Magnolia Capital Advisors LLC 0.08% Reduce -5.3% 889 $293K
Indie Asset Partners, LLC 0.25% Reduce -27.6% 886 $292K
Keystone Financial Group 0.03% Reduce -6.3% 886 $292K
Strategies Wealth Advisors, LLC 0.04% New 882 $291K
Maple Capital Management, Inc. 0.02% Add +24.3% 881 $291K
Eclectic Associates Inc. 0.08% No change 880 $290K
Keebeck Wealth Management 0.04% Add +11.0% 880 $290K
LifePlan Financial, LLC 0.25% New 879 $290K
Wagner Wealth Management, LLC 0.07% Add +31.3% 877 $289K
Waterford Advisors, LLC 0.12% No change 877 $289K
Requisite Capital Management, LLC 0.07% Reduce -0.8% 877 $289K
Adams Wealth Management 0.06% No change 876 $289K
CacheTech Inc. 0.06% No change 876 $289K
Capstone Wealth Management Group LLC 0.23% Add +0.1% 875 $289K
Capula Management Ltd 0.00% Add +361.9% 873 $288K
Stonebridge Financial Planning Group, LLC 0.13% Reduce -1.7% 872 $288K
Tandem Wealth Advisors LLC 0.15% Reduce -14.1% 869 $287K
Cullen Capital Management, LLC 0.00% No change 869 $287K
Medallion Wealth Advisors, LLC 0.13% Add +87.8% 866 $286K
Crown Wealth Group, LLC 0.15% Add +1.5% 867 $286K
FSM Wealth Advisors, LLC 0.06% Add +25.9% 866 $286K
Security National Bank of Sioux City Iowa 0.21% Reduce -4.4% 864 $285K
Jupiter Wealth Management LLC 0.17% Reduce -35.8% 808 $285K
Holland Advisory Services, Inc. 0.43% No change 863 $285K
Madison Wealth Partners, Inc 0.07% Reduce -2.8% 863 $285K
Black Diamond Financial, LLC 0.04% Add +0.1% 859 $283K
Griffith & Werner, Inc. 0.18% No change 854 $282K
BluePointe Capital Management, LLC 0.11% New 853 $281K
10Elms LLP 0.33% No change 852 $281K
Northwest Financial Advisors 0.23% No change 850 $280K
Financial Council, LLC 0.15% No change 850 $280K
WMG Financial Advisors, LLC 0.12% Add +0.6% 849 $280K
Personal Cfo Solutions, LLC 0.06% Add +30.9% 844 $278K
M.E. Allison & Co., Inc. 0.28% Add +0.1% 844 $278K
Mayfair Advisory Group, LLC 0.16% Add +0.1% 844 $278K
denkapparat Operations GmbH 0.29% Reduce -21.4% 844 $278K
Lodestar Private Asset Management LLC 0.03% Reduce -2.9% 842 $278K
Ellenbecker Investment Group 0.05% Add +0.2% 842 $278K
waypoint wealth counsel 0.17% Reduce -7.0% 842 $277K
Wescott Financial Advisory Group, LLC 0.03% Reduce -3.9% 841 $277K
South Street Advisors LLC 0.05% No change 840 $277K
Cerro Pacific Wealth Advisors LLC 0.09% Add +0.3% 762 $276K
United Advisor Group, LLC 0.06% Reduce -28.9% 837 $276K
Schaper Benz & Wise Investment Counsel Inc. 0.02% Reduce -2.0% 835 $275K
Walleye Capital LLC 0.00% Reduce -87.5% 835 $275K
Luts & Greenleigh Group, Inc. 0.27% Reduce -4.5% 831 $274K
one8zero8, LLC 0.06% Reduce -54.8% 827 $273K
Trivium Point Advisory, LLC 0.03% Add +17.6% 827 $273K
Tortoise Investment Management, LLC 0.03% Reduce -11.3% 827 $273K
Clientfirst Wealth Management, LLC 0.31% No change 827 $273K
Marotta Asset Management 0.05% Add +0.1% 697 $273K
Blodgett Wealth Advisors, LLC 0.23% No change 826 $273K
BXM Wealth LLC 0.33% Add +32.1% 831 $272K
Encompass Wealth Advisors, LLC 0.11% No change 826 $272K
Rebalance, LLC 0.02% Reduce -12.8% 826 $272K
Concorde Asset Management, LLC 0.15% Add +2.6% 903 $272K
Alpine Woods Capital Investors, LLC 0.07% No change 821 $271K
Orion Capital Management LLC 0.11% No change 820 $270K
Vision Capital Management, Inc. 0.04% Reduce -19.6% 820 $270K
Canvas Wealth Advisors, LLC 0.07% Add +1.6% 928 $270K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 818 $270K
QTR Family Wealth, LLC 0.20% — 818 $270K
Family Capital Management, Inc. 0.17% Add +14.3% 816 $269K
Berry Wealth Group, LP 0.21% New 816 $269K
Axim Planning & Wealth 0.24% Add +2.0% 816 $269K
True Wealth Design, LLC 0.10% Reduce -2.4% 815 $269K
Walkner Condon Financial Advisors LLC 0.05% Add +1.6% 815 $269K
Bright Financial Advisors, Inc. 0.17% No change 815 $269K
Fortitude Family Office, LLC 0.10% Reduce -44.8% 814 $268K
Verus Financial Partners, Inc. 0.03% No change 914 $268K
Laraway Financial Advisors Inc 0.21% No change 813 $268K
Freedom Financial Partners LLC 0.12% Add +0.1% 813 $268K
Chase Investment Counsel Corp. 0.10% Reduce -10.9% 814 $268K
CAP Partners, LLC 0.19% Reduce -0.6% 811 $267K
Rede Wealth, LLC 0.09% Reduce -8.4% 810 $267K
Ewa, LLC 0.10% Reduce -2.2% 805 $266K
Intrua Financial, LLC 0.04% Reduce -42.9% 805 $265K
Shufro Rose & Co. LLC 0.02% No change 805 $265K
Legacy Edge Advisors, LLC 0.04% Add +16.2% 804 $265K
Banque Pictet & Cie SA 0.00% Reduce -94.2% 803 $265K
HBW Advisory Services LLC 0.04% Add +11.9% 801 $264K
Fca Corp. 0.08% Reduce -55.1% 800 $264K
One Charles Private Wealth Services, LLC 0.09% Reduce -4.3% 798 $263K
Sightline Wealth Advisors, LLC 0.14% No change 797 $263K
Bouchey Financial Group, Ltd. 0.02% Reduce -3.5% 797 $263K
Headinvest, LLC 0.05% Reduce -5.9% 796 $263K
Boston Partners 0.00% Reduce -19.1% 794 $262K
Grantvest Financial Group LLC 0.21% Reduce -0.9% 790 $261K
Gallagher Fiduciary Advisors, LLC 0.01% Add +10.3% 790 $260K
MBE Wealth Management, LLC 0.12% Add +9.9% 788 $260K
Red Mountain Financial, LLC 0.32% Add +0.1% 787 $260K
Disciplined Investments, LLC 0.12% Add +0.3% 787 $259K
Pekin Hardy Strauss, Inc. 0.03% Reduce -3.0% 786 $259K
DecisionMap Wealth Management, LLC 0.20% Reduce -2.8% 786 $259K
McDonald Partners LLC 0.07% No change 784 $259K
Manske Wealth Management 0.10% New 784 $259K
Pettee Investors, Inc. 0.15% Reduce -13.8% 783 $258K
Baron Silver Stevens Financial Advisors, LLC 0.05% Add +1.3% 783 $258K
Jag Capital Management, LLC 0.03% Reduce -6.2% 782 $258K
Ballew Advisors, Inc 0.17% Add +11.6% 878 $258K
MBA Advisors LLC 0.13% Reduce -2.4% 780 $257K
Houlihan Financial Resource Group, Ltd. 0.12% No change 779 $257K
Parisi Gray Wealth Management 0.08% Add +2.8% 778 $256K
Safe Harbor Fiduciary, LLC 0.27% No change 777 $256K
Barlow Wealth Partners, LLC 0.03% Reduce -2.5% 836 $256K
Cannon Wealth Management Services, LLC 0.23% Reduce -0.8% 799 $256K
Helium Advisors LLC 0.19% Add +35.0% 776 $256K
Octavia Wealth Advisors, LLC 0.03% Add +21.3% 774 $255K
Holistic Financial Partners 0.12% Add +0.1% 772 $255K
Cutter & CO Brokerage, Inc. 0.06% No change 772 $255K
Sand Hill Global Advisors, LLC 0.01% No change 772 $255K
Cook Wealth, LLC 0.12% No change 809 $254K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.04% No change 770 $254K
Leigh Baldwin & Co., LLC 0.20% Reduce -19.5% 769 $254K
Omnia Family Wealth, LLC 0.11% Add +12.3% 766 $253K
MPS Loria Financial Planners, LLC 0.07% Add +0.4% 766 $252K
Atala Financial Inc 0.18% No change 765 $252K
Castleview Partners, LLC 0.17% Reduce -32.5% 764 $252K
Foster Victor Wealth Advisors, LLC 0.02% Add +1.4% 858 $252K
Up Strategic Wealth Investment Advisors LLC 0.22% Add +16.9% 763 $252K
Intrepid Capital Management Inc. 0.15% No change 763 $252K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.01% Reduce -56.3% 763 $252K
First PREMIER Bank 0.06% Reduce -3.8% 760 $251K
DF Dent & Co. Inc. 0.00% Reduce -26.6% 760 $251K
Florida Financial Advisors, LLC 0.10% Add +8.1% 758 $249K
Drum Hill Capital, LLC 0.29% No change 755 $249K
Calydon Capital 0.05% Reduce -3.7% 755 $249K
General Partner, Inc. 0.16% No change 752 $248K
Leibman Financial Services, Inc. 0.19% Reduce -2.5% 751 $248K
Pingora Partners LLC 0.18% No change 750 $247K
Elk River Wealth Management LLC 0.05% No change 750 $247K
Chico Wealth RIA 0.21% No change 749 $247K
Harvest Fund Management Co., Ltd 0.01% Reduce -72.9% 750 $247K
Riverbend Wealth Management, LLC 0.22% Add +5.2% 748 $247K
Hurlow Wealth Management Group, Inc. 0.08% No change 747 $246K
Hourglass Capital, LLC 0.06% Reduce -14.3% 747 $246K
Baxter Bros Inc. 0.03% Reduce -2.6% 746 $246K
Fidelity D & D Bancorp Inc. 0.16% No change 743 $245K
TrueWealth Advisors, LLC 0.08% Reduce -6.0% 741 $244K
Global Financial Private Client, LLC 0.09% Add +1.9% 740 $244K
Broadleaf Partners, LLC 0.06% No change 740 $244K
Colonial River Investments, LLC 0.13% Add +0.5% 739 $244K
AssuredPartners Investment Advisors, LLC 0.05% Add +8.1% 738 $244K
WNY Asset Management, LLC 0.03% No change 738 $243K
HF Advisory Group, LLC 0.11% Add +0.8% 737 $243K
Kondo Wealth Advisors, Inc. 0.12% Reduce -17.3% 737 $243K
Sageworth Trust Co 0.02% Add +3.7% 736 $243K
Castle Rock Wealth Management, LLC 0.07% Reduce -0.4% 733 $242K
Victory Financial Group, LLC 0.05% New 725 $241K
Annis Gardner Whiting Capital Advisors, LLC 0.10% Reduce -2.0% 731 $241K
Westside Investment Management, Inc. 0.05% Reduce -2.7% 729 $241K
Websterrogers Financial Advisors, LLC 0.08% No change 730 $241K
Capitol Family Office, Inc. 0.34% New 728 $240K
Monterey Private Wealth, Inc. 0.07% Add +0.1% 728 $240K
Mayport, LLC 0.07% New 722 $238K
Cascade Financial Partners, LLC 0.03% Reduce -1.2% 721 $238K
Belmont Capital, LLC 0.04% Add +928.6% 720 $237K
Dorsey Wright & Associates 0.06% Reduce -2.5% 718 $237K
Bremer Bank National Association 0.04% No change 717 $236K
Trilogy Capital Inc. 0.01% Add +0.4% 717 $236K
Glass Jacobson Investment Advisors llc 0.08% No change 651 $236K
Ipsen Advisor Group LLC 0.20% Add +0.4% 716 $236K
Aletheian Wealth Advisors LLC 0.13% New 715 $236K
Clarus Group, Inc. 0.09% Reduce -58.3% 714 $236K
Roberts Glore & Co. Inc. 0.07% No change 714 $235K
Millburn Ridgefield LLC 0.01% New 713 $235K
Causey Wealth LLC 0.13% No change 709 $234K
Strategic Financial Concepts, LLC 0.04% Add +1.0% 709 $234K
Lynch & Associates 0.05% Reduce -0.3% 708 $233K
Geneva Partners, LLC 0.12% No change 707 $233K
Eubel Brady & Suttman Asset Management Inc. 0.03% Add +0.1% 706 $233K
JARISLOWSKY, FRASER Ltd 0.00% No change 705 $233K
Ballast Advisors LLC 0.07% Reduce -74.0% 701 $231K
Integras Partners LLC 0.22% No change 700 $231K
Core Wealth Partners LLC 0.13% No change 700 $231K
Knollwood Investment Advisory, LLC 0.03% No change 700 $231K
Human Investing LLC 0.04% Add +21.4% 699 $231K
Sylvest Advisors, LLC 0.14% No change 698 $230K
Chatham Capital Group, Inc. 0.04% No change 696 $230K
Clay Northam Wealth Management, LLC 0.16% No change 695 $229K
Physician Wealth Advisors, Inc. 0.04% Add +1.3% 692 $228K
Pure Portfolios Holdings LLC 0.08% Add +15.9% 691 $228K
Ables, Iannone, Moore & Associates, Inc. 0.15% Add +0.3% 689 $227K
Enclave Advisors LLC 0.04% Reduce -3.2% 689 $227K
Clark & Stuart, Inc 0.17% Reduce -80.8% 689 $227K
Brady Family Wealth, LLC 0.07% Add +0.1% 689 $227K
BIP Wealth, LLC 0.01% No change 688 $227K
Certified Advisory Corp 0.03% Reduce -1.4% 686 $226K
Kiker Wealth Management, LLC 0.15% New 685 $226K
Granite FO LLC 0.13% No change 685 $226K
Pacific Center for Financial Services 0.06% Add +0.3% 685 $226K
Paces Ferry Wealth Advisors, LLC 0.11% Reduce -2.1% 685 $226K
Revolve Wealth Partners, LLC 0.03% Add +2.9% 684 $226K
Alerus Financial NA 0.02% Reduce -2.8% 684 $226K
Pioneer Trust Bank N A 0.06% No change 683 $225K
Gemmer Asset Management LLC 0.02% Reduce -2.0% 683 $225K
Verity & Verity, LLC 0.02% Reduce -39.8% 683 $225K
KWB Wealth 0.03% No change 620 $225K
KOM Wealth Management Group, LLC 0.20% Add +2.6% 681 $225K
Ifrah Financial Services, Inc. 0.06% Reduce -8.2% 680 $224K
GAMCO Investors 0.00% Add +15.5% 679 $224K
May Hill Capital, LLC 0.08% Reduce -9.5% 678 $224K
Penobscot Wealth Management 0.09% New 677 $223K
Claret Asset Management Corp 0.04% Reduce -3.1% 676 $223K
Tilia Fiduciary Partners, Inc. 0.15% Reduce -5.3% 673 $222K
Breed's Hill Capital LLC 0.12% No change 671 $221K
Occudo Quantitative Strategies LP 0.03% Reduce -89.9% 671 $221K
Pin Oak Investment Advisors Inc. 0.17% Add +145.3% 569 $221K
Cohen & Steers, Inc. 0.00% Reduce -27.3% 670 $221K
First International Bank & Trust 0.07% Reduce -7.6% 670 $221K
Aspen Grove Capital, LLC 0.04% New 668 $220K
St. Louis Trust Co 0.03% New 668 $220K
Meritas Wealth Management, LLC 0.13% Reduce -4.7% 667 $220K
Patron Partners, LLC 0.12% Add +0.6% 667 $220K
Planned Solutions, Inc. 0.09% No change 663 $219K
Sharpepoint LLC 0.19% New 710 $218K
Altfest L J & Co. Inc. 0.03% Add +0.5% 662 $218K
Colorado Capital Management, Inc. 0.10% New 662 $218K
Vigilare Wealth Management 0.09% No change 661 $218K
West Wealth Group, LLC 0.06% Add +3.3% 656 $217K
Doheny Asset Management 0.17% Add +6.0% 658 $217K
Financial Enhancement Group LLC 0.03% Reduce -0.1% 744 $217K
Aldebaran Financial Inc. 0.26% Add +1.7% 656 $216K
Texas Bank & Trust Co 0.09% Add +2.8% 656 $216K
PGIM Custom Harvest LLC 0.01% Add +7.7% 655 $216K
Valtinson Bruner Financial Planning LLC 0.07% Reduce -3.7% 655 $216K
Uhlmann Price Securities, LLC 0.16% No change 655 $216K
OMC Financial Services LTD 0.10% No change 655 $216K
Altus Wealth Group LLC 0.10% Add +0.6% 655 $216K
Cambridge Financial Group, LLC 0.09% No change 653 $216K
Delta Financial Advisors LLC 0.08% No change 653 $215K
Nia Impact Advisors, LLC 0.08% No change 651 $215K
McIlrath & Eck, LLC 0.03% Reduce -32.4% 650 $215K
GEM Asset Management, LLC 0.12% Add +0.1% 649 $214K
Aspetuck Financial Management LLC 0.18% No change 650 $214K
Barnes Pettey Financial Advisors, LLC 0.17% No change 650 $214K
Optimize Financial Inc. 0.08% Add +3.9% 648 $214K
New Jersey Better Educational Savings Trust 0.41% No change 647 $213K
Stonehaven Wealth & Tax Solutions, LLC 0.23% Add +2.9% 647 $213K
Brass Tax Wealth Management, Inc. 0.04% Add +12.5% 646 $213K
Semus Wealth Partners LLC 0.15% Add +0.3% 646 $213K
Coordinated Financial Services, Inc. 0.17% — 646 $213K
Argentarii, LLC 0.11% Add +1.1% 646 $213K
Embree Financial Group 0.04% Reduce -29.4% 646 $213K
Peterson Wealth Advisors, LLC 0.04% Reduce -4.0% 760 $213K
Alpine Bank Wealth Management 0.03% — 644 $212K
ORBA Wealth Advisors, L.L.C. 0.11% No change 640 $211K
Optima Capital LLC 0.13% Reduce -0.8% 639 $211K
Conscious Wealth Investments, LLC 0.15% New 647 $211K
Peddock Capital Advisors, LLC 0.05% Add +1.1% 637 $210K
Opinicus Capital, Inc. 0.18% Reduce -2.2% 633 $209K
Brady Martz Wealth Solutions, LLC 0.05% No change 633 $209K
Talisman Wealth Advisors LLC 0.21% Add +0.2% 631 $208K
Bush Investment Group, LLC 0.16% No change 630 $208K
Lincoln Capital Corp. 0.09% Add +7.7% 630 $208K
Renasant Bank 0.14% Add +10.4% 628 $207K
McLean Asset Management Corp 0.07% Reduce -5.9% 754 $207K
Cheviot Value Management, LLC 0.03% Reduce -13.0% 638 $206K
Stephens Consulting, LLC 0.05% Add +38.9% 625 $206K
Buffington Mohr McNeal 0.04% No change 625 $206K
First Bank & Trust 0.04% Reduce -8.4% 625 $206K
RW Investment Management LLC 0.03% Add +7.0% 625 $206K
Carbahal Olsen Financial Services Group, LLC 0.19% New 621 $205K
Morton Capital Management LLC 0.04% Reduce -3.0% 621 $205K
Alpha Omega Wealth Management LLC 0.04% New 621 $205K
Swan Global Investments, LLC 0.01% New 621 $205K
Red Wave Investments LLC 0.07% Add +0.2% 621 $205K
Integrity Wealth Solutions LLC 0.11% No change 621 $205K
Bourne Lent Asset Management Inc. 0.09% No change 618 $204K
Wealthcare Capital Partners, LLC 0.10% Add +0.3% 616 $203K
Salomon & Ludwin, LLC 0.02% Add +0.3% 616 $203K
Clayton Financial Group LLC 0.07% New 615 $203K
Ashton Thomas Securities, LLC 0.06% Reduce -6.3% 614 $202K
Next Level Wealth Planning, LLC 0.15% Add +2.0% 612 $202K
Paragon Private Wealth Management, LLC 0.09% New 612 $202K
Capital Counsel LLC 0.01% No change 611 $202K
Strategic Advocates LLC 0.07% No change 611 $201K
Baltimore-Washington Financial Advisors, Inc. 0.01% Add +0.2% 611 $201K
Werba Rubin Papier Wealth Management 0.04% Reduce -9.4% 610 $201K
Capital City Trust Co. 0.06% No change 610 $201K
Fortitude Advisory Group L.L.C. 0.14% Reduce -6.5% 693 $201K
Private Wealth Advisors, LLC 0.08% Reduce -55.4% 609 $201K
Piedmont Capital Management, LLC 0.14% No change 732 $201K
Caitong International Asset Management Co., Ltd 0.15% Add +40.3% 599 $198K
Piscataqua Savings Bank 0.17% No change 586 $193K
Beaird Harris Wealth Management, LLC 0.02% No change 583 $192K
Main Street Group, LTD 0.08% Add +8.6% 580 $191K
Pinnacle Bancorp, Inc. 0.06% Reduce -8.7% 579 $191K
Advantage Trust Co 0.11% Reduce -14.1% 567 $187K
Hemington Wealth Management 0.03% Add +7.8% 552 $182K
Financial Management Professionals, Inc. 0.02% Reduce -2.3% 550 $181K
Dakota Community Bank & Trust NA 0.86% Add +6.9% 543 $179K
Hamilton Capital Partners Inc. 0.01% Reduce -98.8% 540 $178K
Avion Wealth 0.05% No change 491 $177K
USA Financial Formulas 0.03% Reduce -31.3% 530 $175K
Parvin Asset Management, LLC 0.20% Add +5.6% 528 $174K
Catalyst Capital Advisors LLC 0.00% Add +45.2% 527 $174K
Park Square Financial Group, LLC 0.14% Reduce -31.0% 523 $172K
TOWER TRUST & INVESTMENT Co 0.14% — 557 $172K
Avalon Trust Co 0.01% Add +11.6% 521 $172K
Trust Co 0.02% Add +23.9% 519 $171K
JTC Employer Solutions Trustee Ltd 0.01% No change 520 $171K
Ulland Investment Advisors, LLC 0.15% Reduce -28.0% 515 $170K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% No change 495 $163K
Transce3nd, LLC 0.07% Reduce -23.1% 493 $162K
Riverview Trust Co 0.16% Reduce -1.8% 485 $160K
Centricity Wealth Management, LLC 0.14% Add +0.2% 483 $159K
North Capital, Inc. 0.15% — 478 $158K
IMG Wealth Management, Inc. 0.14% No change 478 $158K
BOK Financial Private Wealth, Inc. 0.01% Reduce -1.0% 477 $157K
IAG Wealth Partners, LLC 0.02% Reduce -9.7% 467 $154K
Frazier Financial Advisors, LLC 0.12% No change 467 $154K
AllSquare Wealth Management LLC 0.09% No change 448 $148K
Cape Investment Advisory, Inc. 0.06% Reduce -4.9% 448 $148K
Briaud Financial Planning Inc 0.06% No change 446 $147K
Cherry Tree Wealth Management, LLC 0.04% No change 445 $147K
PrairieView Partners, LLC 0.02% Reduce -22.3% 442 $145K
Rowlandmiller & Partners.adv 0.03% No change 431 $142K
Bank of New Hampshire 0.04% No change 428 $141K
Tradewinds Capital Management, LLC 0.04% No change 427 $141K
Hopwood Financial Services, Inc. 0.11% Reduce -5.6% 423 $140K
Nordwand Advisors, LLC 0.05% No change 420 $139K
Princeton Global Asset Management LLC 0.03% Reduce -24.3% 420 $139K
Abound Wealth Management 0.05% Add +90.9% 418 $138K
Financial Freedom, LLC 0.08% No change 410 $135K
Binnacle Investments Inc 0.10% — 408 $135K
Cloud Capital Management, LLC 0.10% — 412 $134K
Covestor Ltd 0.09% Add +10.3% 406 $134K
West Branch Capital LLC 0.04% Reduce -15.8% 405 $134K
North Ridge Wealth Advisors, Inc. 0.09% No change 400 $132K
Birchbrook, Inc. 0.07% No change 400 $132K
Cornerstone Planning Group LLC 0.03% Add +102.4% 429 $127K
Strategic Investment Solutions, Inc. 0.04% Add +1.6% 384 $127K
Ruedi Wealth Management, Inc. 0.04% No change 384 $127K
Duncker Streett & Co. Inc. 0.03% Reduce -0.3% 382 $126K
REAP Financial Group, LLC 0.03% Add +81.4% 381 $126K
Bell Investment Advisors, Inc 0.02% Add +1.9% 379 $125K
Rakuten Securities, Inc. 0.06% Add +103.8% 375 $124K
Motco 0.01% Reduce -2.1% 374 $123K
Catherine Avery Investment Management LLC 0.11% Reduce -95.7% 360 $119K
HighMark Wealth Management LLC 0.07% Add +0.3% 353 $117K
FSA Wealth Management LLC 0.05% No change 350 $116K
Center for Financial Planning, Inc. 0.01% No change 350 $115K
Ameliora Wealth Management Ltd. 0.04% Reduce -39.5% 342 $113K
JNBA Financial Advisors 0.01% Add +41.8% 339 $112K
Itau Unibanco Holding S.A. 0.00% New 337 $111K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -4.9% 329 $109K
Bear Mountain Capital, Inc. 0.04% Add +2.0% 352 $108K
Sierra Ocean, LLC 0.09% Add +0.9% 326 $108K
Carolinas Wealth Consulting LLC 0.02% Reduce -0.6% 319 $105K
Darwin Wealth Management, LLC 0.04% No change 289 $105K
Clark Wealth Partners 0.08% Reduce -5.1% 316 $104K
SOA Wealth Advisors, LLC. 0.02% Add +35.2% 315 $104K
Morton Brown Family Wealth, LLC 0.03% Add +7.2% 311 $103K
Graney & King, LLC 0.08% Add +0.7% 310 $102K
Atticus Wealth Management, LLC 0.03% No change 306 $101K
Winthrop Capital Management, LLC 0.03% No change 304 $100K
Coston, McIsaac & Partners 0.03% Reduce -1.6% 301 $99K
Synergy Investment Management, LLC 0.04% No change 300 $99K
Evelyn Partners Investment Management (Europe) Ltd 0.04% No change 300 $99K
Global Wealth Strategies & Associates 0.03% No change 298 $98K
Bfsg, LLC 0.01% Reduce -2.3% 296 $98K
TCTC Holdings, LLC 0.00% Add +49.0% 292 $96K
GW&K Investment Management, LLC 0.00% Add +14.6% 283 $93K
Ossiam 0.00% Reduce -94.0% 281 $93K
Fourth Dimension Wealth, LLC 0.04% Add +16.5% 275 $91K
Wood Tarver Financial Group, LLC 0.03% Add +0.4% 274 $90K
Bruce G. Allen Investments, LLC 0.07% Reduce -27.7% 271 $89K
Future Financial Wealth Managment LLC 0.07% Reduce -15.7% 269 $89K
Barrett & Company, Inc. 0.04% Add +16.0% 268 $88K
Centennial Bank 0.04% No change 261 $86K
Hurley Capital, LLC 0.06% Add +0.4% 257 $85K
Tsfg, LLC 0.02% Add +10.9% 254 $84K
St. Johns Investment Management Company, LLC 0.04% No change 250 $82K
GoalVest Advisory LLC 0.02% No change 250 $82K
Wellington Shields Capital Management, LLC 0.01% Reduce -80.8% 250 $82K
Caption Management, LLC 0.00% New 250 $82K
Horizons Wealth Management 0.06% No change 249 $82K
WPG Advisers, LLC 0.08% Add +28.3% 245 $81K
Kings Path Partners LLC 0.04% No change 237 $78K
McClarren Financial Advisors, Inc. 0.05% New 331 $78K
NewSquare Capital LLC 0.01% Reduce -98.7% 235 $78K
Wolff Wiese Magana LLC 0.05% Add +22.5% 234 $77K
Sachetta, LLC 0.03% Reduce -2.5% 234 $77K
Mizuho Securities Co. Ltd. 0.90% Reduce -37.8% 230 $76K
One River Asset Management, LLC 0.28% Reduce -98.8% 226 $76K
Creative Capital Management Investments LLC 0.03% No change 228 $75K
Horrell Capital Management, Inc. 0.03% No change 226 $75K
Elite Financial, Inc. 0.04% New 225 $74K
Marshall & Sterling Wealth Advisors Inc. 0.05% Add +3.7% 223 $74K
Hughes Financial Services, LLC 0.01% New 222 $73K
Moser Wealth Advisors, LLC 0.04% No change 220 $73K
Canton Hathaway, LLC 0.01% No change 217 $72K
Clean Yield Group 0.02% No change 218 $72K
Centerpoint Advisors, LLC 0.03% No change 215 $71K
Atlantic Private Wealth, LLC 0.05% Add +0.5% 214 $71K
Evelyn Partners Investment Management Services Ltd 0.01% No change 213 $70K
TruNorth Capital Management, LLC 0.02% Add +40.7% 204 $67K
Capital Advisors, Ltd. LLC 0.01% Add +1.0% 202 $67K
Broadwater Capital Management LLC 0.05% No change 200 $66K
Chelsea Counsel Co. 0.04% No change 200 $66K
Estabrook Capital Management 0.01% No change 200 $66K
Godsey & Gibb, Inc. 0.01% No change 193 $64K
Saudi Central Bank 0.33% New 190 $63K
New England Capital Financial Advisors LLC 0.03% No change 189 $62K
Murphy & Mullick Capital Management Corp 0.06% Add +15.2% 189 $62K
Proathlete Wealth Management LLC 0.02% New 188 $62K
Capital A Wealth Management, LLC 0.06% Add +0.5% 187 $62K
Dunhill Financial, LLC 0.03% Reduce -9.8% 185 $61K
Founders Capital Management 0.04% Reduce -20.7% 180 $59K
Morgan Dempsey Capital Management LLC 0.02% Reduce -10.0% 180 $59K
eCIO, Inc. 0.02% — 176 $58K
Meeder Asset Management Inc. 0.00% Reduce -30.9% 174 $57K
High Note Wealth, LLC 0.01% No change 164 $54K
Compass Wealth Management LLC 0.01% No change 159 $52K
Tacita Capital Inc 0.04% No change 159 $52K
Nalls Sherbakoff Group, LLC 0.04% — 157 $52K
Banque de Luxembourg S.A. 0.03% No change 157 $52K
Midwest Capital Advisors, LLC 0.03% No change 152 $50K
Mark Sheptoff Financial Planning, LLC 0.03% Add +7.0% 152 $50K
Private Wealth Management Group, LLC 0.02% No change 151 $50K
HWG Holdings LP 0.02% New 150 $49K
Quest 10 Wealth Builders, Inc. 0.05% Reduce -17.7% 149 $49K
Iron Horse Wealth Management, LLC 0.02% No change 146 $48K
University of Texas/Texas Am Investment Management Co. 0.01% New 145 $48K
IMA Advisory Services, Inc. 0.01% New 145 $48K
Silicon Valley Capital Partners 0.01% No change 144 $48K
Bellwether Advisors, LLC 0.01% No change 140 $46K
Fiduciary Wealth Partners, LLC 0.04% — 137 $45K
DiNuzzo Private Wealth, Inc. 0.01% No change 137 $45K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 136 $45K
Syntax Research, Inc. 0.03% Reduce -2.2% 135 $45K
Vestor Capital, LLC 0.00% Reduce -98.8% 133 $44K
CGC Financial Services, LLC 0.02% No change 126 $42K
Riggs Asset Managment Co. Inc. 0.01% Reduce -0.8% 124 $41K
Robinswood Financial LLC 0.02% New 124 $41K
Whipplewood Advisors, LLC 0.02% Add +340.4% 436 $40K
Millstone Evans Group, LLC 0.03% No change 120 $40K
Pineridge Advisors LLC 0.02% Reduce -30.4% 117 $39K
Quarry LP 0.01% Add +20.6% 117 $39K
Trivant Custom Portfolio Group, LLC 0.02% No change 115 $38K
Financial Network Wealth Advisors LLC 0.05% Add +14.0% 114 $38K
Roble, Belko & Company, Inc 0.01% New 111 $37K
Bellevue Asset Management, LLC 0.02% No change 106 $35K
West Financial Advisors, LLC 0.01% No change 103 $34K
Elevation Wealth Partners, LLC 0.01% No change 102 $34K
Northwest Capital Management Inc 0.01% No change 101 $33K
Valued Wealth Advisors LLC 0.02% Reduce -28.1% 100 $33K
Redmont Wealth Advisors LLC 0.06% New 100 $33K
Curat Global, LLC 0.04% — 100 $33K
Spectrum Wealth Counsel, LLC 0.00% Reduce -98.5% 100 $33K
Kimelman & Baird, LLC 0.00% No change 100 $33K
Albion Financial Group 0.00% No change 100 $33K
Fairscale Capital, LLC 0.03% No change 99 $33K
MPWM Advisory Solutions, LLC 0.02% No change 99 $33K
Beutel, Goodman & Co Ltd. 0.00% New 100 $32K
Retirement Wealth Solutions LLC 0.03% No change 96 $32K
Compass Financial Services Inc 0.02% Add +49.2% 94 $31K
Putney Financial Group LLC 0.03% Reduce -66.9% 92 $30K
Atlas Capital Advisors Inc. 0.00% No change 91 $30K
Cedar Mountain Advisors, LLC 0.01% Reduce -5.3% 90 $30K
DB Fitzpatrick & Co, Inc 0.03% No change 88 $29K
Halbert Hargrove Global Advisors, LLC 0.00% Add +16.2% 86 $28K
Park Place Capital Corp 0.01% Reduce -25.7% 84 $28K
Evergreen Private Wealth LLC 0.01% No change 80 $26K
Lowe Wealth Advisors, LLC 0.01% Reduce -17.4% 76 $25K
Mascoma Wealth Management LLC 0.01% No change 75 $25K
Thompson Investment Management, Inc. 0.00% No change 75 $25K
SWAN Capital LLC 0.01% No change 73 $24K
Flagship Wealth Advisors, LLC 0.01% No change 73 $24K
Ridgewood Investments LLC 0.01% Add +620.0% 72 $24K
Highline Wealth Partners LLC 0.01% Reduce -67.8% 68 $22K
TD Capital Management LLC 0.00% Reduce -4.3% 67 $22K
Aspect Partners, LLC 0.01% Reduce -12.2% 65 $21K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 65 $21K
Manitou Investment Management Ltd. 0.00% No change 65 $21K
Grayhawk Investment Strategies Inc. 0.05% No change 61 $20K
Legacy Wealth Managment, LLC 0.01% No change 59 $19K
Anfield Capital Management, LLC 0.01% No change 59 $19K
Inlight Wealth Management, LLC 0.01% New 58 $19K
Richardson Financial Services Inc. 0.01% Add +37.5% 55 $18K
Kathleen S. Wright Associates Inc. 0.01% No change 54 $18K
Front Row Advisors LLC 0.01% No change 51 $17K
Innovative Advisory Group, LLC 0.02% No change 50 $16K
Financial Avengers, Inc. 0.01% No change 50 $16K
CBIZ Investment Advisory Services, LLC 0.00% New 50 $16K
Raffa Wealth Management, LLC 0.00% No change 44 $15K
Vermillion & White Wealth Management Group, LLC 0.01% New 43 $14K
Burkett Financial Services, LLC 0.01% Add +2.5% 41 $13K
Game Plan Financial Advisors, LLC 0.01% No change 40 $13K
Penserra Capital Management LLC 0.00% Reduce -96.7% 42 $13K
MeadowBrook Investment Advisors LLC 0.01% No change 39 $13K
Financial Gravity Asset Management, Inc. 0.00% — 39 $13K
Davis Capital Management 0.01% New 38 $13K
Copia Wealth Management 0.01% No change 38 $12K
Fortis Group Advisors, LLC 0.00% No change 37 $12K
Consultiva Wealth Management, Corp. 0.04% New 37 $12K
Prudent Man Investment Management, Inc. 0.01% No change 33 $12K
Noble Wealth Management PBC 0.01% Reduce -58.1% 36 $12K
Graybill Wealth Management, LTD. 0.00% — 36 $12K
Investment Research & Advisory Group, Inc. 0.00% No change 35 $12K
Chesapeake Asset Management LLC 0.01% Add +9.4% 35 $12K
Your Advocates Ltd., LLP 0.00% No change 35 $12K
TFC Financial Management, Inc. 0.00% No change 34 $11K
Breakwater Investment Management 0.00% No change 30 $10K
WealthTrak Capital Management LLC 0.01% Add +154.6% 28 $9K
Pension & Wealth Management Advisors, Inc. 0.00% Add +145.4% 27 $9K
Perritt Capital Management Inc 0.00% New 26 $9K
Rialto Wealth Management, LLC 0.00% Add +18.2% 26 $9K
Winch Advisory Services, LLC 0.00% No change 26 $8K
Abound Financial, LLC 0.00% New 25 $8K
Vision Financial Markets LLC 0.01% New 20 $7K
Activest Wealth Management 0.00% Add +900.0% 20 $7K
Stone House Investment Management, LLC 0.00% New 20 $7K
New Millennium Group LLC 0.00% No change 20 $7K
Evelyn Partners Asset Management Ltd 0.00% No change 19 $6K
Red Tortoise LLC 0.00% No change 17 $6K
Peterson Wealth Services 0.00% No change 17 $6K
Winnacle Wealth LLC 0.01% Add +54.5% 17 $5K
Parkworth Wealth Management, Inc. 0.00% No change 16 $5K
Blume Capital Management, Inc. 0.00% Add +23.1% 16 $5K
DecisionPoint Financial, LLC 0.00% No change 15 $5K
JDM Financial Group LLC 0.00% No change 14 $5K
Principia Wealth Advisory, LLC 0.00% Add +15.4% 15 $5K
Holos Integrated Wealth LLC 0.00% No change 13 $4K
American Capital Advisory, LLC 0.00% Add +100.0% 12 $4K
PayPay Securities Corp 0.22% Reduce -26.7% 11 $4K
Bay Harbor Wealth Management, LLC 0.00% Reduce -95.8% 11 $4K
Cornerstone National Bank & Trust Co 0.00% Reduce -40.0% 9 $3K
Dagco, Inc. 0.00% New 8 $3K
Richard W. Paul & Associates, LLC 0.00% Reduce -99.4% 6 $2K
POM Investment Strategies, LLC 0.00% No change 5 $2K
Marquette Asset Management, LLC 0.00% New 5 $2K
Redwood Park Advisors LLC 0.00% Reduce -98.0% 4 $1K
WealthCollab, LLC 0.00% No change 4 $1K
HFM Investment Advisors, LLC 0.00% — 3 $990
Bare Financial Services, Inc 0.00% New 3 $989
Investors Research Corp 0.00% No change 3 $989
Parallax Volatility Advisers, L.P. 0.00% Reduce -100.0% 3 $989
Nova Wealth Management, Inc. 0.00% No change 1 $330
Horizon Financial Services, LLC 0.00% New 1 $330
ROSS\JOHNSON & Associates LLC 0.01% New 1 $329

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