CaterpillarCAT

13F holders, Q2 2025 (June 30)
3,021holders +120
239new positions
122sold out
14famous investors
$387.58avg. 13F price*

At the end of Q2 2025, 3,021 institutions reported holding Caterpillar Inc. (CAT) in their 13F filings, up 120 from Q1 2025. 239 opened new positions and 122 sold out. The largest holders were Vanguard Group Inc. ($17.9B), State Street Corp. ($14.0B) and BlackRock, Inc. ($13.1B). 14 famous investors held it, including Bill Gates / Michael Larson (6.0% of Gates Foundation Trust's portfolio), Ken Fisher (1.5% of Fisher Asset Management's portfolio) and Tom Gayner (1.1% of Markel Group's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions239$976.9M
Exits122$611.6M

All 13F filers, Q1 2025 → Q2 2025: 16,656,452 shares bought and 17,360,402 shares sold, net −703,950 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,021 holders

Vanguard Group Inc. 0.29% Reduce -0.3% 46,059,617 $17.9B
State Street Corp. 0.52% Reduce -0.6% 35,949,017 $14.0B
BlackRock, Inc. 0.25% Reduce -4.4% 33,827,921 $13.1B
State Farm Mutual Automobile Insurance Co. 6.07% No change 17,669,440 $6.9B
Geode Capital Management, LLC 0.28% Reduce -0.5% 10,467,024 $4.1B
Fisher Asset Management 1.45% Add +2.3% 9,418,321 $3.7B
Gates Foundation Trust 5.97% No change 7,353,614 $2.9B
Morgan Stanley 0.18% Add +1.7% 7,288,145 $2.8B
Northern Trust Corp. 0.34% Reduce -2.2% 6,452,574 $2.5B
Norges Bank 0.27% Reduce -1.4% 5,579,193 $2.2B
Bank of America Corp. 0.16% Reduce -17.6% 5,112,760 $2.0B
Capital World Investors 0.26% Reduce -43.2% 4,586,001 $1.8B
Capital Research Global Investors 0.33% Add +15.2% 4,302,761 $1.7B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.33% Add +0.6% 4,228,772 $1.6B
Charles Schwab Investment Management Inc. 0.22% Add +1.0% 3,337,915 $1.3B
Invesco Ltd. 0.22% Add +4.5% 3,282,720 $1.3B
JPMorgan Chase & Co. 0.09% Reduce -11.3% 3,237,214 $1.3B
Goldman Sachs Group Inc. 0.19% Reduce -3.6% 3,066,396 $1.2B
Dimensional Fund Advisors LP 0.27% Reduce -3.9% 2,968,396 $1.2B
Bank of New York Mellon Corp 0.22% Reduce -6.8% 2,944,907 $1.1B
Legal & General Group Plc 0.26% Add +5.2% 2,743,075 $1.1B
Nuveen, LLC 0.25% Add +84.6% 2,365,428 $918.3M
Royal Bank of Canada 0.17% Add +13.2% 2,214,599 $859.7M
UBS Group AG 0.18% Add +6.4% 2,163,518 $839.9M
Amundi 0.27% Add +22.9% 1,911,674 $761.7M
Wells Fargo & Company 0.16% Add +4.9% 1,903,646 $739.0M
T. Rowe Price Associates Inc. 0.08% Add +78.8% 1,855,578 $720.4M
FMR LLC 0.04% Reduce -7.0% 1,799,399 $698.5M
Capital Wealth Planning, LLC 5.00% Add +0.1% 1,633,850 $634.3M
Deutsche Bank AG 0.22% Add +7.8% 1,517,385 $589.1M
Ameriprise Financial Inc. 0.14% Reduce -7.2% 1,508,417 $585.6M
Sumitomo Mitsui Trust Group, Inc. 0.36% Add +5.8% 1,499,272 $582.0M
Swiss National Bank 0.34% Add +6.3% 1,446,800 $561.7M
Barclays PLC 0.22% Add +2.9% 1,403,087 $544.7M
Primecap Management Co. 0.42% Reduce -0.6% 1,370,898 $532.2M
Voya Investment Management LLC 0.58% Add +331.7% 1,298,617 $504.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.39% Add +6.2% 1,255,507 $487.4M
National Pension Service 0.33% Reduce -0.3% 994,303 $386.0M
LPL Financial LLC 0.13% Add +4.9% 986,421 $382.9M
Citigroup Inc. 0.26% Add +1.1% 975,244 $378.6M
Raymond James Financial Inc. 0.13% Reduce -0.5% 972,410 $377.5M
Altshuler Shaham Ltd 11.55% Reduce -6.8% 932,615 $362.1M
HSBC Holdings PLC 0.23% Reduce -17.3% 921,842 $357.9M
Neuberger Berman Group LLC 0.27% Reduce -14.8% 895,804 $347.7M
Rhumbline Advisers 0.28% Reduce -1.3% 846,648 $328.7M
Assenagon Asset Management S.A. 0.52% Add +546.6% 843,093 $327.3M
California Public Employees Retirement System 0.21% Add +2.5% 840,431 $326.3M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.42% Add +13.8% 797,199 $309.5M
Marshall Wace, LLP 0.35% Add +425.2% 761,800 $295.7M
California State Teachers Retirement System 0.32% Add +0.4% 751,795 $291.9M
American Century Companies Inc. 0.15% Add +21.7% 727,912 $282.6M
ProShare Advisors LLC 0.56% Add +20.0% 725,166 $281.5M
Victory Capital Management Inc. 0.17% Add +46.8% 681,565 $264.9M
Bank of Montreal 0.13% Reduce -13.0% 677,707 $263.1M
HighTower Advisors, LLC 0.32% Add +3.1% 666,319 $258.7M
Nordea Investment Management AB 0.23% Add +0.7% 631,379 $244.4M
Stifel Financial Corp. 0.24% Add +1.8% 625,585 $242.9M
Brandywine Global Investment Management, LLC 1.73% Add +4.5% 624,360 $242.4M
Thrivent Financial for Lutherans 0.54% Add +12.6% 621,518 $241.2M
BNP Paribas Financial Markets 0.19% Reduce -12.9% 618,400 $240.1M
Principal Financial Group Inc. 0.12% Reduce -8.0% 606,007 $235.3M
Millennium Management 0.22% Add +180.2% 599,309 $232.7M
New York State Common Retirement Fund 0.30% Reduce -1.1% 586,555 $227.7M
Schroder Investment Management Group 0.19% Reduce -6.3% 583,485 $226.5M
Alliancebernstein L.P. 0.07% Add +6.5% 572,165 $222.1M
Van Eck Associates Corp. 0.25% Add +403.0% 571,724 $221.9M
Corient Private Wealth LP 0.29% Reduce -10.3% 567,599 $220.3M
Bank Julius Baer & Co. Ltd, Zurich 0.62% Reduce -9.7% 537,357 $208.6M
Franklin Resources Inc. 0.05% Reduce -8.9% 518,896 $201.4M
US Bancorp \de 0.25% Reduce -2.3% 518,577 $201.3M
National Bank of Canada 0.21% Add +164.2% 512,757 $199.0M
Fifth Third Bancorp 0.67% Reduce -1.5% 501,210 $194.6M
Toronto Dominion Bank 0.41% Add +38.0% 493,282 $191.5M
SG Americas Securities, LLC 0.85% Add +140.4% 490,953 $190.6M
Envestnet Asset Management Inc. 0.05% Add +3.0% 476,877 $185.1M
Pictet Asset Management Holding SA 0.18% Add +51.9% 464,791 $180.4M
State Board of Administration of Florida Retirement System 0.31% Reduce -3.5% 447,203 $173.6M
Aberdeen Group plc 0.29% Add +4.3% 434,586 $168.6M
Zacks Investment Management 1.41% Add +0.7% 424,071 $164.6M
Jane Street Group, LLC 0.27% Reduce -11.2% 422,948 $164.2M
New York State Teachers Retirement System 0.34% Reduce -1.5% 413,521 $160.5M
Bank of Nova Scotia 0.33% Add +6.6% 413,061 $160.4M
Commonwealth Equity Services, LLC 0.21% Reduce -7.6% 405,660 $157.5M
Mitsubishi UFJ Trust & Banking Corp 0.34% Reduce -2.6% 383,063 $148.7M
Canada Pension Plan Investment Board 0.12% Reduce -5.8% 374,637 $145.4M
Balyasny Asset Management L.P. 0.33% Add +1394.1% 368,170 $142.9M
PNC Financial Services Group, Inc. 0.09% Reduce -14.5% 362,973 $140.9M
Korea Investment CORP 0.31% Reduce -0.3% 362,089 $140.6M
Aviva PLC 0.29% Add +6.4% 361,126 $140.2M
Swedbank AB 0.15% Add +3.0% 344,304 $133.7M
Nomura Asset Management Co. Ltd. 0.36% Add +10.2% 340,368 $132.1M
Markel Group 1.08% Add +0.2% 328,650 $127.6M
Alecta Tjanstepension Omsesidigt 0.60% No change 328,600 $127.5M
DekaBank Deutsche Girozentrale 0.23% Reduce -12.4% 326,603 $126.5M
Baird Financial Group, Inc. 0.21% Reduce -22.3% 315,581 $122.5M
Schonfeld Strategic Advisors LLC 0.92% Add +966.6% 313,528 $121.7M
Two Sigma Advisers, LP 0.25% New 312,700 $121.4M
Manufacturers Life Insurance Company, The 0.11% Reduce -16.3% 310,730 $120.6M
Focus Partners Wealth 0.26% Add +6.5% 309,834 $120.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.07% Add +5.4% 306,650 $119.0M
Citadel Advisors 0.10% Reduce -12.0% 301,187 $116.9M
Mariner, LLC 0.17% Add +22.8% 295,642 $114.8M
Asset Management One Co., Ltd. 0.36% Reduce -8.4% 292,154 $113.4M
Prudential Financial Inc. 0.15% Add +6.4% 292,036 $113.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.20% Add +4.0% 287,936 $111.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.27% Add +4.0% 286,264 $111.1M
CANADA LIFE ASSURANCE Co 0.17% Reduce -1.8% 283,800 $110.2M
Rockefeller Capital Management L.P. 0.24% Reduce -12.7% 281,111 $109.1M
First Trust Advisors LP 0.09% Reduce -5.3% 280,447 $108.9M
Menora Mivtachim Holdings LTD. 0.63% Reduce -18.4% 280,000 $108.7M
Creative Planning 0.09% Add +5.1% 275,950 $107.1M
Osaic Holdings, Inc. 0.19% Add +7.4% 275,503 $106.8M
Interval Partners, LP 2.43% New 274,315 $106.5M
Storebrand Asset Management As 0.31% Reduce -0.1% 272,787 $105.9M
Connor, Clark & Lunn Investment Management Ltd. 0.37% Add +6.0% 271,915 $105.6M
Empower Advisory Group, LLC 0.31% Add +3.6% 265,734 $103.2M
State of Wisconsin Investment Board 0.25% Reduce -6.3% 261,027 $101.3M
Royal London Asset Management Ltd. 0.23% Reduce -6.5% 260,759 $101.2M
Cerity Partners LLC 0.18% Reduce -11.7% 260,329 $101.1M
Natixis Advisors, LLC 0.16% Add +8.7% 254,471 $98.8M
Chevy Chase Trust Holdings, LLC 0.29% Reduce -1.1% 253,624 $98.5M
D. E. Shaw & Co. 0.10% Reduce -62.8% 246,612 $95.7M
Janney Montgomery Scott LLC 0.25% Reduce -4.0% 245,376 $95.3M
Los Angeles Capital Management LLC 0.36% Add +84.2% 244,380 $94.9M
Allianz Asset Management GmbH 0.13% Add +22.5% 243,746 $94.6M
Jennison Associates LLC 0.06% Reduce -6.3% 240,054 $93.2M
Cartenna Capital, LP 5.71% Add +921.3% 240,000 $93.2M
Susquehanna International Group, LLP 0.14% Add +16.4% 237,553 $92.2M
TD Asset Management Inc 0.08% Reduce -1.4% 236,019 $91.6M
Retirement Systems of Alabama 0.33% Reduce -1.7% 235,040 $91.2M
Cetera Investment Advisers 0.15% Reduce -0.9% 232,978 $90.4M
Rathbones Group PLC 0.38% Add +2.4% 227,901 $88.5M
O'shaughnessy Asset Management, LLC 0.60% Reduce -0.6% 227,708 $88.4M
Qube Research & Technologies Ltd 0.12% Reduce -66.1% 226,553 $88.0M
Freestone Grove Partners LP 0.66% Add +485.1% 225,967 $87.7M
Danske Bank A/S 0.22% Reduce -5.3% 223,970 $86.9M
Northwestern Mutual Wealth Management Co. 0.06% Add +1.7% 223,378 $86.7M
Alyeska Investment Group, L.P. 0.30% New 218,946 $85.0M
Ensign Peak Advisors, Inc 0.15% Add +1.1% 218,908 $85.0M
NewEdge Advisors, LLC 0.43% Add +5.6% 216,659 $84.1M
Treasurer of the State of North Carolina 0.27% Reduce -11.9% 216,302 $84.0M
Bollard Group LLC 1.91% Add +10.6% 215,354 $83.6M
Truist Financial Corp. 0.12% Reduce -1.8% 212,231 $82.4M
Caisse de depot et placement du Quebec 0.17% Reduce -44.0% 210,765 $81.8M
M&T Bank Corp 0.28% Add +3.8% 209,922 $81.5M
Cambridge Investment Research Advisors, Inc. 0.23% Add +7.8% 198,559 $77.1M
Public Employees Retirement System of Ohio 0.25% Reduce -5.2% 193,894 $75.3M
Keybank National Association 0.28% Add +42.2% 191,239 $74.2M
Vest Financial, LLC 1.05% Add +34.6% 190,846 $74.1M
Arrowstreet Capital, Limited Partnership 0.05% Reduce -0.1% 187,373 $72.7M
Old Republic International Corp. 2.69% No change 177,000 $68.7M
Russell Investments Group, Ltd. 0.09% Reduce -0.2% 173,410 $67.2M
Swiss Life Asset Management Ltd 0.41% Add +34.4% 172,653 $67.0M
Midwest Trust Co 0.93% — 172,129 $66.8M
Sequoia Financial Advisors, LLC 0.46% Add +36.3% 170,951 $66.4M
AXA S.A. 0.19% Add +20.9% 170,806 $66.3M
Resona Asset Management Co.,Ltd. 0.32% Add +4.0% 170,246 $66.0M
Mackenzie Financial Corp. 0.08% Reduce -2.9% 168,356 $65.4M
Commerzbank Aktiengesellschaft 1.49% Reduce -45.7% 167,390 $65.0M
Kestra Advisory Services, LLC 0.32% Add +3.7% 166,388 $64.6M
State of Tennessee, Department of Treasury 0.23% Reduce -9.5% 165,553 $64.3M
Fort Washington Investment Advisors Inc. 0.37% Reduce -1.6% 163,677 $63.5M
Adage Capital Partners Gp, L.L.C. 0.11% Add +21.4% 163,584 $63.5M
Alpha Cubed Investments, LLC 2.40% Add +17.3% 163,211 $63.4M
Daiwa Securities Group Inc. 0.23% Add +0.2% 162,260 $63.0M
Cibc World Market Inc. 0.14% Add +9.7% 161,778 $62.8M
State of New Jersey Common Pension Fund D 0.24% Reduce -1.0% 161,667 $62.8M
Teacher Retirement System of Texas 0.26% Reduce -8.1% 161,307 $62.6M
Lansforsakringar Fondforvaltning AB (publ) 0.36% Reduce -5.5% 161,023 $62.5M
Nisa Investment Advisors, LLC 0.28% Reduce -6.3% 160,371 $62.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.12% Add +101.8% 159,276 $61.8M
Wealth Enhancement Advisory Services, LLC 0.10% Reduce -19.2% 154,811 $61.6M
Gateway Investment Advisers LLC 0.67% Reduce -0.1% 156,967 $60.9M
MML Investors Services, LLC 0.17% Reduce -0.8% 154,361 $59.9M
Walleye Capital LLC 0.61% Add +18131.5% 152,233 $59.1M
Huntington National Bank 0.49% Reduce -2.0% 144,360 $56.0M
Two Sigma Investments, LP 0.11% Add +6927.3% 144,201 $56.0M
Aware Super Pty Ltd as trustee of Aware Super 0.82% No change 144,094 $55.9M
Calamos Advisors LLC 0.35% Add +0.0% 143,275 $55.6M
KBC Group NV 0.15% Reduce -10.1% 143,143 $55.6M
Arizona State Retirement System 0.31% Reduce -1.4% 139,719 $54.2M
Allspring Global Investments Holdings, LLC 0.09% Add +3.3% 137,777 $53.9M
HM Payson & Co. 0.85% Reduce -11.4% 138,026 $53.6M
STRS Ohio 0.20% Add +3.8% 137,995 $53.6M
Forsta Ap-Fonden 0.35% Reduce -2.2% 136,800 $53.1M
State of Michigan Retirement System 0.27% Reduce -1.9% 135,072 $52.4M
Trexquant Investment LP 0.59% New 134,293 $52.1M
Quantinno Capital Management LP 0.22% Add +17.2% 132,563 $51.5M
Captrust Financial Advisors 0.11% Reduce -2.1% 132,226 $51.3M
Skandinaviska Enskilda Banken AB (publ) 0.22% Reduce -22.1% 131,309 $51.0M
Heritage Investors Management Corp. 1.60% Add +1.1% 130,410 $50.6M
Wellington Management Group LLP 0.01% Add +12.5% 129,094 $50.1M
Commerce Bank 0.30% Reduce -1.4% 129,015 $50.1M
Sanctuary Advisors, LLC 0.31% Add +4.9% 128,806 $50.0M
Achmea Investment Management B.V. 0.64% Add +5.6% 127,903 $49.7M
Meyer Handelman Co. 1.58% Reduce -0.7% 123,276 $47.9M
Fullerton Fund Management Co Ltd. 1.93% New 123,130 $47.8M
Capstone Investment Advisors, LLC 0.49% Add +851.9% 122,577 $47.6M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.33% No change 122,412 $47.5M
MetLife Investment Management, LLC 0.28% Reduce -3.9% 122,312 $47.5M
Tidal Investments LLC 0.31% Add +18.7% 121,697 $47.2M
FIL Ltd 0.04% Add +3485.8% 119,909 $46.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.42% Add +16.4% 118,546 $46.0M
Zurich Insurance Group Ltd 0.35% New 117,414 $45.6M
S&co Inc. 2.92% Add +2.1% 117,275 $45.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.24% Add +5.5% 115,347 $44.8M
Czech National Bank 0.35% Add +4.7% 114,961 $44.6M
HRT Financial LP 0.20% New 114,625 $44.5M
Blair William & Co. 0.12% Reduce -0.6% 113,544 $44.1M
Pinnacle Associates Ltd. 0.63% Add +0.4% 112,662 $43.7M
Edmond DE Rothschild Holding S.A. 0.70% Add +18.9% 112,526 $43.7M
Country Trust Bank 0.96% Add +8.2% 110,580 $42.9M
QRG Capital Management, Inc. 0.37% Reduce -11.0% 109,048 $42.3M
Bradley Foster & Sargent Inc. 0.66% Reduce -0.7% 108,851 $42.3M
Handelsbanken Fonder AB 0.15% Add +7.6% 107,675 $41.8M
Intech Investment Management LLC 0.39% Reduce -32.4% 107,304 $41.7M
Vontobel Holding Ltd. 0.14% Reduce -4.9% 106,367 $41.3M
Sei Investments Co. 0.05% Add +4.9% 104,176 $40.4M
Gabelli Funds LLC 0.29% Reduce -2.4% 103,992 $40.4M
Cresset Asset Management, LLC 0.20% Reduce -4.7% 103,803 $40.3M
AQR Capital Management 0.03% Add +26.8% 103,957 $40.2M
Cibc World Markets Corp. 0.26% Add +1.3% 102,512 $39.8M
Erste Asset Management GmbH 0.33% Add +23.4% 102,787 $39.5M
Mercer Global Advisors Inc. 0.09% Reduce -10.0% 101,569 $39.4M
Steward Partners Investment Advisory, LLC 0.31% Reduce -2.0% 101,065 $39.2M
Wesleyan Assurance Society 2.52% No change 100,379 $39.0M
Conning Inc. 1.41% Reduce -8.3% 100,324 $38.9M
Comerica Bank 0.15% Reduce -2.7% 100,102 $38.9M
Paralel Advisors LLC 1.58% No change 100,000 $38.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% Reduce -7.0% 99,590 $38.7M
Clearstead Advisors, LLC 0.54% Reduce -8.7% 99,473 $38.6M
Gotham Asset Management 0.23% Add +41.3% 97,913 $38.0M
Jain Global LLC 0.61% Add +6086.0% 96,502 $37.5M
Capital Fund Management S.A. 0.41% Add +98.6% 95,861 $37.2M
Busey Bank 1.13% Reduce -0.5% 95,295 $37.0M
Mesirow Financial Investment Management, Inc. 0.72% Reduce -0.7% 94,936 $36.9M
Aptus Capital Advisors, LLC 0.36% Reduce -12.2% 94,915 $36.8M
Massachusetts Financial Services Co. 0.01% New 93,783 $36.4M
Jones Financial Companies LLLP 0.03% Add +33.8% 94,521 $36.4M
Amalgamated Bank 0.28% Reduce -5.4% 93,396 $36.3M
LSV Asset Management 0.08% Reduce -0.1% 93,300 $36.2M
BI Asset Management Fondsmaeglerselskab A/S 0.36% Reduce -12.7% 93,057 $36.1M
IFM Investors Pty Ltd 0.34% Add +1.9% 92,878 $36.1M
Minneapolis Portfolio Management Group, LLC 4.42% Reduce -1.1% 92,043 $35.7M
Cwm, LLC 0.12% Reduce -0.1% 90,633 $35.2M
Mediolanum International Funds Ltd 0.42% Add +0.3% 90,255 $34.7M
BLI - Banque de Luxembourg Investments 0.99% Reduce -9.2% 90,260 $34.7M
CSM Advisors, LLC 1.01% Add +248.1% 89,328 $34.7M
Rwa Wealth Partners, LLC 0.43% Reduce -6.7% 89,179 $34.6M
Macquarie Group Ltd. 0.04% Reduce -33.3% 87,210 $33.8M
Ilmarinen Mutual Pension Insurance Co 0.27% New 87,000 $33.8M
Covalis Capital LLP 4.25% New 86,526 $33.6M
Yousif Capital Management, LLC 0.36% Reduce -1.3% 85,085 $33.0M
Beacon Pointe Advisors, LLC 0.34% Add +3.5% 84,855 $32.9M
Brown Advisory Inc. 0.04% Reduce -2.0% 84,473 $32.8M
Banco Santander, S.A. 0.31% Add +3.5% 83,356 $32.4M
D.A. Davidson & Co. 0.23% Add +2.2% 82,627 $32.1M
Point72 Asset Management 0.08% New 81,351 $31.6M
Mirae Asset Global Investments Co., Ltd. 0.11% Add +6.7% 81,218 $31.5M
Tocqueville Asset Management L.P. 0.48% Reduce -37.4% 80,969 $31.4M
Ofi Invest Asset Management 0.77% Reduce -19.6% 94,238 $31.2M
Manning & Napier Advisors LLC 0.37% Reduce -22.1% 79,955 $31.0M
Allworth Financial LP 0.15% Add +28.5% 79,859 $31.0M
Willis Investment Counsel 1.81% Add +7.9% 79,608 $30.9M
Nomura Holdings Inc. 0.25% Add +392.7% 79,234 $30.8M
Scotia Capital Inc. 0.15% Add +9.2% 79,116 $30.7M
Vaughan David Investments LLC 0.68% Reduce -0.2% 78,786 $30.6M
Regions Financial Corp. 0.21% Reduce -1.6% 78,540 $30.5M
Utah Retirement Systems 0.32% Reduce -1.8% 78,512 $30.5M
NorthCrest Asset Manangement, LLC 0.80% Reduce -1.3% 75,102 $29.9M
Levin Capital Strategies, L.P. 2.90% Reduce -4.1% 76,059 $29.5M
Empowered Funds, LLC 0.33% Add +32.1% 75,933 $29.5M
Advisors Capital Management, LLC 0.41% Add +5.1% 75,897 $29.5M
Dakota Wealth Management 0.62% Add +111.1% 75,704 $29.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.17% Reduce -18.4% 75,294 $29.2M
Prospera Financial Services Inc 0.54% Reduce -28.9% 75,050 $29.1M
Private Advisor Group, LLC 0.16% Add +13.6% 74,265 $28.8M
Lido Advisors, LLC 0.15% Add +29.2% 73,327 $28.5M
CW Advisors, LLC 0.28% Reduce -1.9% 73,224 $28.4M
&partners 0.22% Add +36.7% 72,381 $28.1M
Marco Investment Management LLC 2.33% Add +0.7% 72,053 $28.0M
NorthCoast Asset Management LLC 0.12% Add +31.1% 71,939 $27.9M
Vanguard Personalized Indexing Management, LLC 0.31% Add +15.6% 70,798 $27.5M
Xponance LLC 0.23% Reduce -0.4% 70,408 $27.3M
Police & Firemen's Retirement System of New Jersey 0.25% Add +0.1% 70,351 $27.3M
Nichols & Pratt Advisers LLP 1.83% Add +0.6% 70,315 $27.3M
Ausdal Financial Partners, Inc. 1.81% Reduce -1.2% 69,828 $27.1M
Varma Mutual Pension Insurance Co 0.20% Reduce -13.9% 69,356 $26.9M
Peapack Gladstone Financial Corp. 0.38% Reduce -6.4% 69,252 $26.9M
Glenview Trust Co 0.46% Add +1.0% 69,125 $26.8M
Fayez Sarofim & Co 0.06% Add +11.4% 68,782 $26.7M
Stephens Inc. 0.37% Reduce -2.6% 68,648 $26.6M
Brevan Howard Capital Management LP 0.30% Add +119.6% 68,638 $26.6M
Badgley Phelps Wealth Managers, LLC 0.59% Add +0.9% 68,154 $26.5M
CIBC Asset Management Inc 0.08% Reduce -7.8% 68,122 $26.4M
Grassi Investment Management 2.07% No change 66,904 $26.0M
J. Safra Sarasin Holding AG 0.44% Reduce -1.3% 66,117 $25.7M
ING Groep NV 0.16% Add +1573.6% 65,789 $25.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Add +24.8% 65,533 $25.4M
Harvest Portfolios Group Inc. 0.59% Add +15.2% 65,237 $25.3M
Pinebridge Investments, L.P. 0.20% Reduce -35.2% 65,124 $25.3M
Pathstone Holdings, LLC 0.10% Reduce -1.8% 64,884 $25.2M
Wealthfront Advisers LLC 0.06% Add +1.9% 64,699 $25.1M
Fiduciary Trust Co 0.31% Reduce -0.6% 64,642 $25.1M
New York Life Investment Management LLC 0.23% Add +0.1% 64,136 $24.9M
Factory Mutual Insurance Co. 0.27% No change 64,100 $24.9M
Westchester Capital Management, Inc. 5.80% Add +0.2% 63,546 $24.7M
TD Waterhouse Canada Inc. 0.17% Add +0.3% 62,429 $24.4M
Public Employees Retirement Association of Colorado 0.09% Reduce -3.8% 62,439 $24.2M
Brookstone Capital Management 0.31% Add +10.3% 61,428 $23.8M
Cutler Investment Counsel LLC 2.65% Reduce -0.1% 61,422 $23.8M
Oppenheimer Asset Management Inc. 0.27% Add +11.2% 61,229 $23.8M
Nissay Asset Management Corp. /Japan 0.14% Reduce -0.6% 60,892 $23.6M
Moran Wealth Management, LLC 0.73% Reduce -1.4% 60,362 $23.4M
Bornite Capital Management LP 2.33% New 60,000 $23.3M
Blackhill Capital Inc. 1.34% No change 60,000 $23.3M
Janus Henderson Group PLC 0.01% Reduce -3.9% 59,988 $23.3M
Oppenheimer & Co. Inc. 0.31% Add +1.4% 59,502 $23.1M
Mutual of America Capital Management LLC 0.25% Reduce -2.8% 59,387 $23.1M
MassMutual Private Wealth & Trust, FSB 0.61% Add +2.9% 59,158 $23.0M
USS Investment Management Ltd 0.14% Add +0.9% 58,354 $22.6M
Silvercrest Asset Management Group LLC 0.15% Add +3.3% 58,079 $22.5M
Ethic Inc. 0.40% Add +3.8% 58,256 $22.4M
Delta Asset Management LLC 1.95% Reduce -0.8% 57,724 $22.4M
B. Metzler seel. Sohn & Co. AG 0.21% Reduce -16.3% 57,055 $22.1M
ASR Vermogensbeheer N.V. 0.28% Reduce -0.4% 56,339 $21.9M
Polar Capital Holdings Plc 0.11% Add +56.1% 55,836 $21.7M
CCM Investment Advisers LLC 2.33% Add +0.3% 55,589 $21.6M
Callahan Advisors, LLC 1.92% Add +0.9% 55,162 $21.4M
Cadinha & Co. LLC 3.54% New 55,013 $21.4M
Congress Asset Management Co. 0.14% Reduce -0.0% 54,349 $21.1M
LaFleur & Godfrey LLC 2.62% Add +5.1% 53,984 $21.0M
Worldquant Millennium Advisors LLC 0.10% Add +521.8% 53,949 $20.9M
Baker Avenue Asset Management, LP 0.59% Add +2.4% 53,094 $20.6M
Richard C. Young & CO., LTD. 2.03% Reduce -2.8% 53,032 $20.6M
State of Alaska, Department of Revenue 0.22% Reduce -5.7% 52,818 $20.5M
KCM Investment Advisors LLC 0.67% Reduce -1.5% 51,441 $20.0M
Capital International, Inc. 0.19% Reduce -33.6% 51,424 $20.0M
Woodline Partners LP 0.10% Add +26.0% 50,874 $19.7M
OP Asset Management Ltd 0.29% Add +0.8% 50,790 $19.7M
Salem Investment Counselors Inc. 0.62% Add +18.9% 50,581 $19.6M
Wharton Business Group, LLC 0.82% Reduce -3.6% 50,658 $19.5M
Inspire Investing, LLC 2.12% Add +9.1% 50,232 $19.5M
NEOS Investment Management LLC 0.24% Add +0.2% 50,200 $19.5M
Avantax Advisory Services, Inc. 0.11% Add +2.2% 50,185 $19.5M
Robeco Institutional Asset Management B.V. 0.03% Reduce -59.1% 49,870 $19.4M
Federation des caisses Desjardins du Quebec 0.08% Add +25.4% 48,687 $18.9M
Kestra Private Wealth Services, LLC 0.27% Add +3.4% 48,664 $18.9M
Whittier Trust Co. 0.23% Reduce -1.1% 48,644 $18.9M
Guggenheim Capital LLC 0.15% Reduce -6.6% 48,340 $18.8M
Allianz SE 0.44% No change 47,764 $18.5M
Savant Capital, LLC 0.13% Add +6.3% 47,711 $18.5M
UMB Bank, n.a. 0.29% Reduce -4.7% 47,443 $18.4M
Integrated Advisors Network LLC 0.82% Add +4.7% 46,879 $18.2M
Bar Harbor Wealth Management 1.16% Reduce -4.7% 46,844 $18.2M
United Capital Financial Advisors, LLC 0.15% Reduce -3.6% 46,785 $18.2M
FineMark National Bank & Trust 0.61% Add +0.4% 46,215 $17.9M
DAVENPORT & Co LLC 0.10% Add +0.2% 46,144 $17.9M
Cornerstone Advisors, LLC 0.61% Add +26.0% 46,000 $17.9M
SlateStone Wealth, LLC 1.67% Add +1.8% 45,879 $17.8M
First National Trust Co 0.66% Reduce -1.1% 45,409 $17.6M
Advisory Services Network, LLC 0.28% Add +8.3% 40,108 $17.6M
Crossmark Global Holdings, Inc. 0.28% Reduce -10.3% 45,046 $17.5M
American Assets Investment Management, LLC 1.40% No change 45,000 $17.5M
Independent Advisor Alliance 0.50% Reduce -3.1% 44,619 $17.3M
Henshaw Capital LLC 0.68% No change 44,335 $17.2M
Generali Asset Management SPA SGR 0.39% Reduce -1.4% 44,195 $17.2M
Zimmer Partners, LP 0.39% Reduce -35.3% 44,000 $17.1M
Allied Investment Advisors, LLC 2.97% Add +1.7% 43,731 $17.0M
Atwater Malick LLC 5.27% Add +0.2% 42,840 $16.6M
Rafferty Asset Management, LLC 0.05% Add +16.8% 42,457 $16.5M
Segment Wealth Management, LLC 1.05% Add +1.2% 42,449 $16.5M
Shelton Capital Management 0.38% Add +21.2% 42,445 $16.5M
Summit Trail Advisors, LLC 0.28% New 42,329 $16.4M
NBT Bank, N.A. 1.12% Add +35.7% 42,173 $16.4M
Boothbay Fund Management, LLC 0.52% Add +891.8% 42,050 $16.3M
Stillwater Capital Advisors, LLC 2.07% Add +0.8% 41,959 $16.3M
Dodge & Cox 0.01% Reduce -0.1% 41,921 $16.3M
Associated Banc-Corp 0.46% Reduce -20.2% 41,848 $16.2M
Synovus Financial Corp. 0.20% Add +8.9% 41,780 $16.2M
Glenmede Investment Management, LP 0.08% — 41,531 $16.1M
HB Wealth Management, LLC 0.13% Reduce -6.1% 41,441 $16.1M
Meridian Wealth Management, LLC 0.69% Add +6.2% 41,388 $16.1M
Culbertson A N & Co. Inc. 2.45% Reduce -1.5% 41,121 $16.0M
Engineers Gate Manager LP 0.20% Add +3030.4% 41,040 $15.9M
CIBC Private Wealth Group LLC 0.03% Add +0.1% 41,026 $15.9M
Quadrature Capital Ltd 0.27% New 40,996 $15.9M
Noesis Capital Mangement Corp. 2.76% Reduce -1.4% 40,880 $15.9M
Stockman Wealth Management, Inc. 2.14% Add +3.1% 40,649 $15.8M
Oregon Public Employees Retirement Fund 0.28% Reduce -1.0% 40,629 $15.8M
Benjamin Edwards Inc. 0.20% Add +20.1% 40,614 $15.8M
Graham Capital Management, L.P. 0.48% Add +1238.5% 40,582 $15.8M
Birmingham Capital Management Co. Inc. 6.86% Reduce -3.7% 39,980 $15.5M
Welch Group, LLC 0.64% Add +4.4% 39,634 $15.4M
Elo Mutual Pension Insurance Co 0.31% Add +0.6% 39,348 $15.3M
Parsons Capital Management Inc. 0.93% Reduce -1.5% 39,217 $15.2M
Quilter Plc 0.28% Reduce -2.5% 39,153 $15.2M
Clear Harbor Asset Management, LLC 1.14% Reduce -2.4% 39,145 $15.2M
Jacobs & Co. 1.50% Add +0.0% 38,862 $15.1M
Florida Trust Wealth Management Co 0.46% Reduce -7.6% 38,530 $15.0M
CENTRAL TRUST Co 0.34% Reduce -3.0% 38,391 $14.9M
Janney Capital Management LLC 0.96% Reduce -1.3% 38,299 $14.9M
Exchange Traded Concepts, LLC 0.19% Reduce -3.6% 38,296 $14.9M
Lee Danner & Bass Inc. 1.16% Reduce -0.2% 38,285 $14.9M
Pacer Advisors, Inc. 0.04% Reduce -97.3% 38,262 $14.9M
Capital Investment Advisors, LLC 0.26% Reduce -0.1% 38,026 $14.8M
LS Investment Advisors, LLC 2.14% Reduce -0.6% 37,796 $14.7M
Teachers Retirement System of the State of Kentucky 0.12% Add +1.3% 37,744 $14.7M
Van Lanschot Kempen Investment Management N.V. 0.14% Reduce -27.5% 37,665 $14.6M
Lyell Wealth Management, LP 1.15% Add +4.0% 37,363 $14.5M
Bokf, NA 0.23% Reduce -0.6% 37,268 $14.5M
Norinchukin Bank, The 0.22% Add +4.8% 37,264 $14.5M
Banque Cantonale Vaudoise 0.59% Add +27.6% 37,260 $14.5M
Clifford Swan Investment Counsel LLC 0.51% Add +0.0% 37,256 $14.5M
Candriam S.C.A. 0.08% Reduce -7.8% 37,110 $14.4M
Pittenger & Anderson Inc. 0.53% Add +0.9% 37,095 $14.4M
Vantage Investment Partners, LLC 1.04% No change 36,963 $14.3M
HighPoint Advisor Group LLC 0.75% Reduce -0.6% 36,382 $14.1M
Greenwood Gearhart LLC 0.88% Add +4.8% 36,107 $14.0M
ExodusPoint Capital Management, LP 0.17% New 35,894 $13.9M
Great Lakes Advisors, LLC 0.12% Reduce -85.9% 41,321 $13.8M
Cullinan Associates Inc. 0.91% Add +1.8% 35,666 $13.8M
Alight Capital Management LP 3.50% New 35,500 $13.8M
Public Sector Pension Investment Board 0.06% Reduce -46.1% 34,758 $13.5M
MAI Capital Management 0.09% Add +38.9% 34,228 $13.3M
Whittier Trust Co. of Nevada Inc. 0.30% Reduce -1.3% 34,129 $13.2M
Jamison Private Wealth Management, Inc. 1.89% Add +1.8% 33,847 $13.1M
Aventail Capital Group, LP 0.58% New 33,808 $13.1M
Vinva Investment Management Ltd 0.34% Add +43.7% 33,785 $13.0M
Man Group plc 0.03% Reduce -63.8% 33,281 $12.9M
CX Institutional 0.45% Add +6.5% 32,920 $12.8M
OMERS ADMINISTRATION Corp 0.10% Add +3.1% 32,741 $12.7M
Longbow Finance SA 1.35% New 32,687 $12.7M
Mizuho Securities USA LLC 0.27% — 32,502 $12.6M
IMC-Chicago, LLC 0.31% New 32,442 $12.6M
Paradiem, LLC 3.10% Add +5.7% 31,597 $12.3M
Valeo Financial Advisors, LLC 0.30% Add +58.6% 31,347 $12.2M
Venture Visionary Partners LLC 0.46% Add +1.3% 31,297 $12.1M
Eagle Global Advisors LLC 0.49% Reduce -2.8% 31,127 $12.1M
Kentucky Retirement Systems 0.35% Reduce -6.2% 30,942 $12.0M
BNP Paribas 0.39% Add +21.0% 30,924 $12.0M
Shelter Mutual Insurance Co 2.77% No change 30,780 $11.9M
Wolverine Trading, LLC 0.30% New 31,011 $11.9M
Merit Financial Group, LLC 0.13% Add +43.4% 30,639 $11.9M
Vident Advisory, LLC 0.13% Add +0.4% 30,538 $11.9M
Compass Capital Management, Inc. 0.63% New 30,485 $11.8M
SummitTX Capital, L.P. 0.52% Add +766.2% 30,473 $11.8M
Orion Porfolio Solutions, LLC 0.10% Add +12.4% 30,429 $11.8M
DRH Investments, Inc. 12.20% New 30,414 $11.8M
HITE Hedge Asset Management LLC 0.68% Add +244.2% 30,352 $11.8M
Freestone Capital Holdings, LLC 0.40% Add +2.2% 30,284 $11.8M
Dearborn Partners LLC 0.55% Reduce -24.3% 29,807 $11.6M
Sienna Gestion 0.80% Add +10.1% 32,638 $11.6M
Lazard Asset Management LLC 0.02% Reduce -52.4% 29,665 $11.5M
UniSuper Management Pty Ltd 0.08% Reduce -3.3% 29,458 $11.4M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.26% Reduce -3.2% 29,183 $11.3M
Citizens Financial Group Inc. 0.18% Add +10.3% 29,146 $11.3M
Turtle Creek Wealth Advisors, LLC 1.33% Add +12.3% 29,140 $11.3M
James Investment Research, Inc. 1.33% Reduce -2.3% 28,902 $11.2M
Hartford Investment Management Co. 0.35% Reduce -2.7% 28,372 $11.0M
Prime Capital Investment Advisors, LLC 0.15% Reduce -5.7% 28,287 $11.0M
Simmons Bank 0.78% Reduce -1.0% 28,145 $10.9M
Kanawha Capital Management LLC 0.81% Reduce -3.8% 28,002 $10.9M
Moore Capital Management, LP 0.23% New 27,893 $10.8M
Rothschild Investment LLC 0.68% Add +6.7% 27,891 $10.8M
Drexel Morgan & Co. 1.92% No change 27,886 $10.8M
ARK Investment Management 0.08% Add +33.6% 27,876 $10.8M
Groupe la Francaise 0.18% Add +70.6% 27,246 $10.8M
Coldstream Capital Management Inc. 0.18% Add +8.7% 27,600 $10.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.10% Reduce -11.8% 27,319 $10.6M
TruWealth Advisors, LLC 0.58% Add +12.8% 27,214 $10.6M
Nan Shan Life Insurance Co., Ltd. 0.23% No change 27,093 $10.5M
Beacon Investment Advisory Services, Inc. 0.46% Add +10.0% 26,933 $10.5M
Squarepoint Ops LLC 0.02% Reduce -88.5% 26,891 $10.4M
LMCG Investments, LLC 0.65% Reduce -4.6% 26,756 $10.4M
American National Bank & Trust 1.06% Add +2.1% 26,734 $10.4M
MainStreet Investment Advisors LLC 1.43% Reduce -2.2% 26,621 $10.3M
M&G PLC 0.06% Reduce -10.4% 26,613 $10.3M
Farmers & Merchants Investments Inc. 0.30% Add +0.5% 26,587 $10.3M
Independent Wealth Network Inc. 3.75% Reduce -0.2% 26,503 $10.3M
Narwhal Capital Management 0.82% Add +6.5% 26,202 $10.2M
Addenda Capital Inc. 0.36% Reduce -0.6% 25,958 $10.1M
Americana Partners, LLC 0.34% Add +2.3% 25,746 $10.0M
Hantz Financial Services, Inc. 0.16% Reduce -3.2% 25,486 $9.9M
Knights of Columbus Asset Advisors LLC 0.60% Reduce -6.0% 25,454 $9.9M
Sigma Investment Counselors Inc. 0.54% Add +5.6% 25,401 $9.9M
Integris Wealth Management, LLC 2.56% Reduce -0.1% 25,304 $9.8M
Generali Powszechne Towarzystwo Emerytalne 2.01% No change 25,118 $9.8M
Davidson Kempner Capital Management LP 0.23% New 25,000 $9.7M
Tufton Capital Management 1.84% Reduce -2.3% 24,988 $9.7M
StoneX Group Inc. 0.47% Add +4.4% 24,959 $9.7M
Community Bank & Trust, Waco, Texas 2.19% Add +0.2% 24,925 $9.7M
Louisiana State Employees Retirement System 0.17% Reduce -3.5% 24,800 $9.6M
J.W. Cole Advisors, Inc. 0.20% Add +9.5% 24,772 $9.6M
Gulf International Bank (UK) Ltd 0.34% Reduce -10.2% 24,751 $9.6M
Apollon Wealth Management, LLC 0.19% Reduce -4.4% 24,677 $9.6M
First American Trust, FSB 0.76% Reduce -0.4% 24,664 $9.6M
Securian Asset Management, Inc. 0.27% Reduce -2.9% 24,590 $9.5M
Goelzer Investment Management, Inc. 0.52% Add +0.1% 24,511 $9.5M
Choreo, LLC 0.13% Reduce -5.0% 24,370 $9.5M
Atria Investments, Inc 0.11% Reduce -23.6% 24,337 $9.4M
Waverly Advisors, LLC 0.10% Add +2.1% 24,300 $9.4M
Fusion Capital, LLC 3.19% Add +2.9% 23,998 $9.3M
Baader Bank Aktiengesellschaft 0.80% Add +2.5% 24,239 $9.3M
Signet Financial Management, LLC 1.17% Reduce -0.3% 23,990 $9.3M
Trifecta Capital Advisors, LLC 1.54% Add +9.9% 23,792 $9.2M
Metis Global Partners, LLC 0.24% Reduce -10.6% 23,774 $9.2M
Blue Trust, Inc. 0.11% Reduce -2.4% 23,774 $9.2M
Dynamic Advisor Solutions LLC 0.28% Reduce -0.8% 23,692 $9.2M
McGuire Investment Group, LLC 1.17% Add +1.8% 23,521 $9.1M
APG Asset Management N.V. 0.03% Reduce -94.2% 27,293 $9.0M
Livforsakringsbolaget Skandia, Omsesidigt 0.39% Add +3.1% 23,252 $9.0M
Kavar Capital Partners Group, LLC 1.30% Add +1.6% 23,220 $9.0M
Concentric Capital Strategies, LP 0.51% New 23,183 $9.0M
Composition Wealth, LLC 0.15% Add +2.4% 23,095 $9.0M
Concurrent Investment Advisors, LLC 0.17% Add +5.7% 23,037 $8.9M
Equitable Holdings, Inc. 0.07% Add +31.3% 23,033 $8.9M
Creekmur Asset Management LLC 1.58% Add +19.3% 22,980 $8.9M
Financial Partners Group, LLC 3.23% Reduce -0.5% 22,978 $8.9M
Wesbanco Bank Inc. 0.26% Add +6.5% 22,877 $8.9M
Logan Capital Management Inc. 0.41% Reduce -3.4% 22,856 $8.9M
Tiaa Trust, National Association 0.02% Add +2.3% 22,760 $8.8M
New Mexico Educational Retirement Board 0.29% No change 22,602 $8.8M
Crestwood Advisors Group, LLC 0.16% Reduce -0.5% 22,567 $8.8M
Maryland State Retirement & Pension System 0.19% Reduce -0.4% 22,509 $8.7M
Atlantic Union Bankshares Corp 0.20% Add +186.8% 22,454 $8.7M
Silver Oak Securities, Incorporated 0.72% Reduce -5.1% 22,341 $8.7M
German American Bancorp, Inc. 0.84% Reduce -33.8% 22,289 $8.7M
Capital Investment Counsel, LLC 1.34% Reduce -1.5% 22,223 $8.6M
Investment Management Corp of Ontario 0.12% Reduce -8.3% 22,075 $8.6M
Sonora Investment Management Group, LLC 0.63% Add +19.3% 22,019 $8.5M
Mutual Advisors, LLC 0.21% Reduce -2.4% 19,603 $8.5M
F/m Investments LLC 0.31% Reduce -41.6% 21,893 $8.5M
Sigma Planning Corp 0.25% Reduce -13.1% 21,647 $8.4M
King Luther Capital Management Corp. 0.04% Add +18.9% 21,584 $8.4M
City Holding Co. 1.10% Reduce -0.6% 21,558 $8.4M
Hixon Zuercher, LLC 2.69% Reduce -8.7% 21,407 $8.3M
Braun Stacey Associates Inc. 0.30% Reduce -39.3% 21,388 $8.3M
Meiji Yasuda Asset Management Co Ltd. 0.41% Reduce -21.4% 21,340 $8.3M
Vestor Capital, LLC 0.62% Add +41101.5% 54,798 $8.3M
Daiichi Life Insurance Co., Ltd. 0.23% Add +3.4% 21,240 $8.2M
Principle Wealth Partners LLC 0.52% Reduce -1.4% 21,240 $8.2M
Texas Capital Bank Wealth Management Services Inc 0.77% Reduce -6.6% 21,192 $8.2M
Summitry LLC 0.37% Add +10.6% 21,160 $8.2M
Bleakley Financial Group, LLC 0.21% Add +7.1% 21,148 $8.2M
Sagespring Wealth Partners, LLC 0.18% Add +3.1% 21,140 $8.2M
Citizens National Bank Trust Department 1.64% Reduce -0.6% 21,118 $8.2M
Verition Fund Management LLC 0.05% Add +43.1% 21,083 $8.2M
Principal Securities, Inc. 0.15% Add +7.9% 20,827 $8.1M
Howe & Rusling Inc. 0.60% Add +1.4% 20,753 $8.1M
Forvis Mazars Wealth Advisors, LLC 0.17% Reduce -0.2% 20,689 $8.0M
Central Bank & Trust Co. 1.31% Reduce -3.6% 20,675 $8.0M
Ferguson Wellman Capital Management, Inc. 0.14% Reduce -4.3% 20,666 $8.0M
Griffin Asset Management, Inc. 0.95% Add +20.5% 20,644 $8.0M
Knuff & Co LLC 2.52% Reduce -2.4% 20,569 $8.0M
Covington Investment Advisors Inc. 1.14% Add +33.2% 20,487 $8.0M
Searle & Co. 2.23% Reduce -0.5% 20,253 $7.9M
Park Avenue Securities LLC 0.07% Reduce -17.6% 20,186 $7.8M
Vise Technologies, Inc. 0.32% — 20,176 $7.8M
Parcion Private Wealth LLC 0.56% Add +1.1% 20,150 $7.8M
First Financial Bank - Trust Division 0.69% Add +0.5% 20,130 $7.8M
Wilmington Savings Fund Society, FSB 0.14% Add +1.2% 20,099 $7.8M
Moors & Cabot, Inc. 0.36% Add +11.5% 20,038 $7.8M
New Age Alpha Advisors, LLC 0.34% Reduce -2.2% 20,032 $7.8M
Madison Asset Management, LLC 0.08% Reduce -9.8% 20,008 $7.8M
Axxcess Wealth Management, LLC 0.19% Reduce -20.6% 19,984 $7.8M
AE Wealth Management LLC 0.06% Add +5.7% 19,876 $7.7M
Sentry LLC 1.53% Reduce -0.4% 19,827 $7.7M
Bessemer Group Inc. 0.01% Reduce -94.3% 19,808 $7.7M
Bailard, Inc. 0.18% Add +37.1% 19,795 $7.7M
Welch & Forbes LLC 0.10% Reduce -4.7% 19,757 $7.7M
Kingswood Wealth Advisors, LLC 0.60% Reduce -2.8% 19,715 $7.7M
Ieq Capital, LLC 0.05% Reduce -14.5% 19,651 $7.6M
Spinnaker Trust 0.46% No change 19,560 $7.6M
Financial & Tax Architects, LLC 1.84% Add +1233.9% 19,542 $7.6M
Boit C F David 3.64% No change 19,500 $7.6M
Arkadios Wealth Advisors 0.23% Add +54.5% 19,494 $7.6M
Mirabella Financial Services LLP 0.81% New 19,475 $7.6M
Mather Group, Llc. 0.08% Add +55.9% 19,450 $7.6M
Physicians Financial Services, Inc. 2.24% Add +0.3% 19,394 $7.5M
Mairs & Power Inc. 0.07% Add +17.0% 19,361 $7.5M
Koshinski Asset Management, Inc. 0.57% Reduce -0.5% 19,288 $7.5M
Anderson Hoagland & Co. 0.71% Add +0.2% 19,250 $7.5M
EP Wealth Advisors, LLC 0.05% Add +10.9% 19,208 $7.5M
Alberta Investment Management Corp 0.06% Add +54.5% 19,000 $7.4M
Cannell & Spears LLC 0.15% Reduce -0.4% 18,940 $7.4M
Caldwell Trust Co 0.73% Add +2.9% 18,930 $7.3M
Foster & Motley Inc. 0.42% Add +6.1% 18,904 $7.3M
Integrated Wealth Concepts LLC 0.07% Reduce -6.4% 18,782 $7.3M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +229.2% 18,761 $7.3M
Stock Yards Bank & Trust Co. 0.24% Reduce -18.1% 18,680 $7.3M
Pure Financial Advisors, LLC 0.13% Add +66.7% 18,650 $7.2M
Community Bank of Raymore 5.32% Reduce -4.8% 18,521 $7.2M
Ashton Thomas Private Wealth, LLC 0.25% Add +3.1% 18,475 $7.2M
EagleClaw Capital Managment, LLC 1.07% Reduce -0.7% 18,425 $7.2M
Aull & Monroe Investment Management Corp 3.83% Reduce -13.2% 18,334 $7.1M
Cary Street Partners Financial LLC 0.20% Add +9.5% 18,285 $7.1M
Kiley Juergens Wealth Management, LLC 1.63% Reduce -0.5% 18,241 $7.1M
Groupama Asset Managment 0.12% Reduce -15.3% 18,353 $7.1M
Wedbush Securities Inc. 0.25% Reduce -4.3% 18,043 $7.0M
Northeast Investment Management 0.30% Reduce -0.8% 18,011 $7.0M
Level Four Advisory Services, LLC 0.26% Add +2.4% 17,985 $7.0M
Vestcor Inc 0.21% Reduce -0.8% 17,982 $7.0M
Fourpath Capital Management, LLC 1.10% Reduce -0.9% 17,926 $7.0M
Aries Wealth Management 1.82% Reduce -0.6% 17,892 $6.9M
AG2R La Mondiale Gestion D'actifs 0.36% No change 17,876 $6.9M
Empirical Finance, LLC 0.36% Add +0.6% 17,807 $6.9M
Bridge Creek Capital Management LLC 2.02% Add +1.8% 17,743 $6.9M
Cordgrass Capital Advisors, LLC 1.86% No change 17,713 $6.9M
OneDigital Investment Advisors LLC 0.08% Reduce -0.9% 17,712 $6.9M
Neville Rodie & Shaw Inc. 0.51% Reduce -2.6% 17,679 $6.9M
Canandaigua National Bank & Trust Co. 0.64% Add +20.4% 17,641 $6.8M
Fifth Third Wealth Advisors LLC 0.29% Add +5.6% 17,633 $6.8M
Jefferies Financial Group Inc. 0.12% Add +219.3% 17,559 $6.8M
Advocate Group LLC 1.22% Add +1.9% 17,518 $6.8M
PFG Advisors 0.31% Add +14.9% 17,389 $6.8M
Callan Family Office, LLC 0.21% Add +279.3% 17,335 $6.7M
Acadian Asset Management LLC 0.01% Reduce -58.6% 17,277 $6.7M
Stratos Wealth Partners, LTD. 0.09% Add +1.2% 17,247 $6.7M
Wells Trecaso Financial Group, LLC 2.05% Add +3.1% 17,109 $6.6M
Beese Fulmer Investment Management, Inc. 0.49% Add +5.3% 17,054 $6.6M
Colonial Trust Advisors 0.55% Reduce -0.5% 17,052 $6.6M
Ipswich Investment Management Co., Inc. 1.60% Reduce -1.3% 17,032 $6.6M
Romano Brothers and Company 0.82% Reduce -1.2% 17,016 $6.6M
Country Club Bank 0.41% Reduce -0.7% 17,130 $6.6M
Family Legacy, Inc. 2.11% Add +0.3% 16,710 $6.5M
Siemens Fonds Invest GmbH 0.38% Add +3.5% 16,703 $6.5M
Perigon Wealth Management, LLC 0.15% Add +5.8% 16,635 $6.5M
Debussy Capital Management LP 0.96% Reduce -0.6% 16,498 $6.4M
Roundview Capital LLC 0.43% Reduce -0.7% 16,471 $6.4M
Compound Planning, Inc. 0.24% Add +5.4% 16,373 $6.4M
Generali Investments CEE, investicni spolecnost, a.s. 0.52% No change 16,300 $6.3M
Flputnam Investment Management Co. 0.11% Reduce -1.6% 16,253 $6.3M
Highland Capital Management, LLC 0.34% Reduce -11.3% 16,208 $6.3M
Global Retirement Partners, LLC 0.16% — 16,202 $6.3M
Ascent Wealth Partners, LLC 0.77% Reduce -0.7% 16,123 $6.3M
IFP Advisors, Inc 0.18% Add +12.4% 15,762 $6.2M
Williams Jones Wealth Management, LLC. 0.07% Reduce -1.4% 16,089 $6.2M
Sandhill Capital Partners LLC 0.45% Add +0.1% 16,086 $6.2M
Illinois Municipal Retirement Fund 0.09% Add +3.8% 16,081 $6.2M
Pinnacle Financial Partners Inc 0.13% Reduce -10.8% 16,026 $6.2M
Gouws Capital LLC 3.77% Add +6.3% 15,935 $6.2M
Guyasuta Investment Advisors Inc. 0.38% No change 15,919 $6.2M
Union Bancaire Privee, UBP SA 0.09% Reduce -31.2% 18,458 $6.1M
Mgo One Seven LLC 0.20% Add +4.8% 15,839 $6.1M
Holderness Investments Co. 1.31% Reduce -3.0% 15,683 $6.1M
Columbia Asset Management 1.20% Reduce -2.0% 15,663 $6.1M
Greenleaf Trust 0.05% Reduce -4.7% 15,634 $6.1M
Montag A & Associates Inc. 0.29% Reduce -5.6% 15,552 $6.0M
Community Bank, N.A. 0.79% Reduce -3.2% 15,511 $6.0M
Independent Financial Group, LLC 0.16% Add +3.2% 15,304 $5.9M
Wealthcare Advisory Partners LLC 0.14% Add +4.9% 15,298 $5.9M
Trajan Wealth LLC 0.29% Add +0.2% 15,240 $5.9M
Monument Capital Management 1.54% Add +0.8% 15,205 $5.9M
Edgar Lomax Co. 0.37% Reduce -1.4% 15,180 $5.9M
Palmer Knight Co 2.51% New 15,158 $5.9M
Tokio Marine Asset Management Co. Ltd. 0.23% Add +4.3% 15,145 $5.9M
Geneos Wealth Management Inc. 0.14% Reduce -3.8% 15,096 $5.9M
TCI Wealth Advisors, Inc. 0.40% Reduce -0.3% 15,041 $5.8M
Northwestern Mutual Investment Management Company, LLC 0.09% Reduce -1.3% 15,003 $5.8M
DKRT Investments Corp. 1.41% — 15,000 $5.8M
Kentucky Farm Bureau Mutual Insurance Co 1.24% No change 15,000 $5.8M
RBF Capital, LLC 0.29% No change 15,000 $5.8M
Robbins Farley 2.70% Add +1.8% 14,933 $5.8M
Robertson Stephens Wealth Management, LLC 0.20% Reduce -7.1% 14,910 $5.8M
Leavell Investment Management, Inc. 0.26% Add +1.3% 14,897 $5.8M
FAS Wealth Partners, Inc. 0.43% Add +4.8% 14,886 $5.8M
Atria Wealth Solutions, Inc. 0.13% Reduce -45.4% 14,695 $5.7M
Reliant Investment Management, LLC 2.47% Add +6.2% 14,690 $5.7M
First Business Financial Services, Inc. 0.51% No change 14,667 $5.7M
Hodges Capital Management Inc. 0.54% Add +14.3% 14,632 $5.7M
Equitable Trust Co. 0.28% Reduce -1.8% 14,575 $5.7M
Eukles Asset Management 2.31% Reduce -0.1% 14,530 $5.6M
Deane Retirement Strategies, Inc. 2.52% New 14,498 $5.6M
Montgomery Investment Management Inc. 2.16% No change 14,373 $5.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.13% Add +11.2% 14,315 $5.6M
Malaga Cove Capital, LLC 2.18% Reduce -1.7% 14,314 $5.6M
Eastern Bank 0.11% Reduce -9.3% 14,309 $5.6M
Twinbeech Capital LP 0.13% Add +160.6% 14,303 $5.6M
Johnson Investment Counsel Inc. 0.05% Add +13.9% 14,302 $5.6M
Alps Advisors Inc. 0.03% Reduce -6.0% 14,231 $5.5M
JPL Wealth Management, LLC 1.49% Add +1.9% 14,225 $5.5M
Horizon Investments, LLC 0.09% Add +68.3% 14,266 $5.5M
Liberty One Investment Management, LLC 0.56% Add +0.9% 14,168 $5.5M
FRG Family Wealth Advisors LLC 0.95% Reduce -2.1% 14,024 $5.4M
Private Wealth Asset Management, LLC 0.72% Reduce -1.3% 14,013 $5.4M
Wright Investors Service Inc. 1.64% Reduce -12.8% 13,985 $5.4M
Pflug Koory, LLC 2.73% Reduce -0.3% 13,855 $5.4M
OneAscent Financial Services LLC 0.38% Reduce -46.5% 13,767 $5.4M
Altrius Capital Management Inc 1.25% Add +0.2% 13,810 $5.4M
Asset Dedication, LLC 0.39% Add +0.4% 13,808 $5.4M
Seascape Capital Management 1.69% Reduce -1.6% 13,773 $5.3M
Plato Investment Management Ltd 0.40% Add +6.5% 13,768 $5.3M
Brown Brothers Harriman & Co. 0.03% Add +3.0% 13,704 $5.3M
B & T Capital Management DBA Alpha Capital Management 0.91% Add +0.3% 13,650 $5.3M
Truvestments Capital LLC 1.05% Reduce -0.7% 13,507 $5.2M
Resolute Wealth Strategies, LLC 2.81% Reduce -0.3% 13,499 $5.2M
Mathes Company, Inc. 1.96% Reduce -2.9% 13,497 $5.2M
Capital Investment Counsel, Inc 0.70% Reduce -1.9% 13,474 $5.2M
Blue Edge Capital, LLC 0.78% Reduce -3.3% 13,468 $5.2M
Richard Bernstein Advisors LLC 0.13% Reduce -7.7% 13,368 $5.2M
Nicholas Hoffman & Company, LLC. 0.13% Add +9.4% 13,349 $5.2M
Johnson Financial Group, Inc. 0.23% Reduce -6.1% 13,321 $5.2M
Jericho Financial, LLP 3.40% Add +0.1% 13,287 $5.2M
Essex Financial Services, Inc. 0.34% Add +6.3% 13,218 $5.1M
Aster Capital Management (DIFC) Ltd 1.16% New 13,208 $5.1M
FourThought Financial Partners, LLC 0.51% Add +0.1% 13,207 $5.1M
Quadrant Capital Group LLC 0.18% Add +12.5% 13,203 $5.1M
Financial Advocates Investment Management 0.42% Reduce -3.4% 13,193 $5.1M
Anchor Investment Management, LLC 0.45% Add +2.4% 13,186 $5.1M
Kentucky Retirement Systems Insurance Trust Fund 0.35% Reduce -6.5% 13,132 $5.1M
Smith Salley Wealth Management 0.29% Add +3.5% 13,059 $5.1M
Faithward Advisors, LLC 0.78% Add +3.1% 13,013 $5.1M
Ritholtz Wealth Management 0.11% Add +35.2% 12,959 $5.0M
Webster Bank, N. A. 0.52% Reduce -2.6% 12,957 $5.0M
Tema ETFs LLC 1.33% Reduce -35.1% 12,950 $5.0M
Hayek Kallen Investment Management 1.71% Add +2.8% 12,940 $5.0M
IronBridge Private Wealth, LLC 1.75% Add +2.0% 12,916 $5.0M
CPC Advisors, LLC 0.63% Reduce -45.6% 12,859 $5.0M
GMO 0.02% Add +5.0% 12,854 $5.0M
Farther Finance Advisors, LLC 0.10% Add +8.4% 12,842 $5.0M
Gilliland Jeter Wealth Management LLC 1.62% Add +0.3% 12,819 $5.0M
Ogorek Anthony Joseph /NY/ 1.54% Add +0.2% 12,801 $5.0M
Viewpoint Capital Management LLC 2.43% Reduce -5.5% 12,765 $5.0M
Studio Investment Management LLC 0.99% Reduce -6.8% 12,739 $4.9M
Tower Research Capital LLC (TRC) 0.13% Reduce -22.3% 12,709 $4.9M
Burney Co./ 0.17% Reduce -12.5% 12,682 $4.9M
Trust Co. of Toledo NA 0.54% Add +10.0% 12,641 $4.9M
Occidental Asset Management, LLC 0.67% Reduce -1.4% 12,592 $4.9M
Traynor Capital Management, Inc. 0.35% Reduce -4.8% 12,495 $4.9M
Meeder Advisory Services, Inc. 0.25% Add +3.0% 12,574 $4.9M
Jacobi Capital Management LLC 0.32% Add +1.1% 12,554 $4.9M
U.S. Capital Wealth Advisors, LLC 0.14% Reduce -57.8% 12,533 $4.9M
Valley Wealth Managers, Inc. 0.35% Add +1.9% 12,509 $4.9M
Barbara Oil Co. 1.91% No change 12,500 $4.9M
Ledyard National Bank 0.46% Reduce -2.6% 12,492 $4.8M
Ellsworth Advisors, LLC 1.18% Add +818.3% 12,461 $4.8M
Global Wealth Management Investment Advisory, Inc. 0.91% Reduce -4.6% 12,454 $4.8M
Twin Capital Management Inc. 0.51% Reduce -20.6% 12,420 $4.8M
Kintegral Advisory, LLC 0.44% Reduce -0.1% 12,352 $4.8M
Summit Financial, LLC 0.11% Reduce -61.8% 12,246 $4.8M
Modus Advisors, LLC 1.41% Add +1.4% 12,241 $4.8M
Mission Creek Capital Partners, Inc. 1.05% Reduce -15.0% 12,208 $4.7M
Sapient Capital LLC 0.08% Reduce -0.3% 12,175 $4.7M
Providence Wealth Advisors, LLC 3.24% Add +1.7% 11,363 $4.7M
Hudson Capital Management LLC 1.37% Add +4.2% 12,032 $4.7M
Trust Co. of Vermont 0.22% Add +0.3% 11,993 $4.7M
Heritage Trust Co 0.54% Add +13.1% 11,988 $4.7M
New Hampshire Trust 0.97% Add +0.1% 11,969 $4.6M
IHT Wealth Management, LLC 0.13% Add +2.8% 11,960 $4.6M
First Merchants Corp. 0.18% Reduce -16.3% 11,948 $4.6M
Applied Capital LLC 3.44% Reduce -0.2% 11,905 $4.6M
Clearbridge Investments, LLC 0.00% Add +71.4% 11,905 $4.6M
Plimoth Trust Co. LLC 1.11% Add +2.6% 11,874 $4.6M
Stonebridge Capital Management Inc. 1.80% Reduce -4.4% 11,872 $4.6M
Sowell Financial Services LLC 0.19% Reduce -20.7% 11,857 $4.6M
Bell Asset Management Ltd 1.01% Reduce -21.0% 11,831 $4.6M
Snowden Capital Advisors LLC 0.14% Reduce -13.8% 11,818 $4.6M
Edgestream Partners, L.P. 0.13% Reduce -36.9% 11,730 $4.6M
MWA Asset Management 2.78% Add +3.9% 11,708 $4.5M
Seizert Capital Partners, LLC 0.20% Add +2.4% 11,678 $4.5M
Argent Trust Co 0.17% Add +14.0% 11,677 $4.5M
Signaturefd, LLC 0.08% Reduce -2.2% 11,676 $4.5M
J.P. Marvel Investment Advisors, LLC 0.73% Reduce -0.7% 11,658 $4.5M
Smith, Moore & Co. 0.38% Add +7.3% 11,622 $4.5M
DMKC Advisory Services, LLC 2.36% Add +58.1% 10,774 $4.5M
Argyle Capital Management, LLC 1.63% Reduce -1.7% 11,569 $4.5M
Lifeworks Advisors, LLC 0.67% Add +8.7% 11,548 $4.5M
MV Capital Management, Inc. 0.46% Reduce -2.0% 11,470 $4.5M
Members Trust Co 0.15% Add +1.0% 11,449 $4.4M
Canada Post Corp Registered Pension Plan 0.26% New 11,431 $4.4M
Ameritas Advisory Services, LLC 0.23% Reduce -50.1% 11,420 $4.4M
United Capital Management of KS, Inc. 0.69% Reduce -15.3% 11,385 $4.4M
North Star Investment Management Corp. 0.31% Reduce -3.3% 11,373 $4.4M
SteelPeak Wealth, LLC 0.17% Reduce -18.9% 11,354 $4.4M
Consolidated Capital Management, LLC 1.59% Add +10.8% 11,353 $4.4M
Jackson Square Capital, LLC 0.97% Reduce -0.6% 11,297 $4.4M
Fidelis Capital Partners, LLC 0.40% Add +2.8% 10,245 $4.4M
BNC Wealth Management, LLC 1.30% Add +4.6% 11,280 $4.4M
VestGen Advisors, LLC 0.17% Add +7.0% 10,928 $4.4M
Whitener Capital Management, Inc. 1.16% Add +1.4% 11,260 $4.4M
Ameritas Investment Partners, Inc. 0.14% Reduce -0.9% 11,250 $4.4M
Wealthspire Advisors, LLC 0.02% Add +116.3% 11,246 $4.4M
Kingsview Wealth Management, LLC 0.07% Add +0.8% 11,159 $4.3M
Amova Asset Management Americas, Inc. 0.04% Reduce -3.3% 11,160 $4.3M
Laird Norton Wetherby Wealth Management, LLC 0.19% — 11,149 $4.3M
SevenBridge Financial Group, LLC 0.76% Add +17.1% 10,481 $4.3M
Bank of Hawaii 0.23% Reduce -20.5% 11,109 $4.3M
Moneta Group Investment Advisors LLC 0.05% Add +1.4% 11,099 $4.3M
Spirit of America Management Corp. 0.90% No change 11,090 $4.3M
CreativeOne Wealth, LLC 0.11% Add +20.4% 11,070 $4.3M
Procyon Advisors, LLC 0.41% Reduce -4.9% 11,061 $4.3M
Integrity Alliance, Llc. 0.23% Reduce -45.4% 11,027 $4.3M
Money Concepts Capital Corp. 0.29% Reduce -1.1% 11,025 $4.3M
Asahi Life Asset Management Co., LTD. 2.50% Add +24.2% 11,023 $4.3M
Shell Asset Management Co. 0.15% Add +34.4% 11,014 $4.3M
CPA Asset Management Group, LLC 1.80% No change 11,009 $4.3M
Creative Financial Designs Inc. 0.31% Add +0.2% 10,942 $4.2M
Slow Capital, Inc. 0.51% Reduce -0.1% 10,822 $4.2M
Asset Management Group, Inc. 0.73% Add +0.0% 10,810 $4.2M
Nordwand Advisors, LLC 0.66% Add +2471.4% 10,800 $4.2M
Boyd Watterson Asset Management LLC 1.33% Add +0.3% 10,762 $4.2M
Spire Wealth Management 0.15% Reduce -28.1% 10,730 $4.2M
GAMMA Investing LLC 0.26% Reduce -5.3% 10,714 $4.2M
Profund Advisors LLC 0.15% Add +13.8% 10,692 $4.2M
Stokes Capital Advisors, LLC 1.02% Reduce -2.3% 10,684 $4.1M
Mystic Asset Management, Inc. 1.00% Add +0.1% 10,610 $4.1M
Old National Bancorp 0.07% Reduce -0.9% 10,582 $4.1M
Azimuth Capital Investment Management LLC 0.15% Reduce -10.5% 10,570 $4.1M
Leonteq Securities AG 0.24% Add +36.5% 10,551 $4.1M
Sound View Wealth Advisors Group, LLC 0.30% Reduce -10.4% 10,500 $4.1M
Mission Wealth Management, LP 0.09% Reduce -1.3% 10,479 $4.1M
Whalerock Point Partners, LLC 0.90% Add +1.3% 10,472 $4.1M
BLB&B Advisors, LLC 0.19% Reduce -0.7% 10,449 $4.1M
Mufg Securities Americas Inc. 0.35% Add +23.2% 10,423 $4.0M
Tritonpoint Wealth, LLC 0.37% Reduce -2.4% 10,406 $4.0M
Focus Financial Network, Inc. 0.16% Reduce -4.7% 10,353 $4.0M
World Investment Advisors 0.09% Add +13.8% 10,344 $4.0M
GAM Holding AG 0.28% Reduce -30.3% 10,334 $4.0M
Choate Investment Advisors 0.09% Add +34.5% 10,329 $4.0M
Parallel Advisors, LLC 0.08% Add +0.9% 10,318 $4.0M
McKinley Carter Wealth Services, Inc. 0.22% Add +13.8% 10,307 $4.0M
Onex Canada Asset Management Inc. 0.49% Add +1.7% 10,298 $4.0M
Zhang Financial LLC 0.18% Reduce -1.8% 10,292 $4.0M
Naples Global Advisors, LLC 0.34% Add +0.3% 10,290 $4.0M
LMG Wealth Partners, LLC 0.82% Add +3.3% 10,283 $4.0M
Modern Wealth Management, LLC 0.10% Add +0.1% 10,225 $4.0M
Investor's Fiduciary Advisor Network, LLC 1.47% New 10,220 $4.0M
Thoroughbred Financial Services, LLC 0.28% Reduce -25.8% 10,182 $4.0M
Family Manage LLC 0.60% Add +2.4% 10,178 $4.0M
RFG - Bristol Wealth Advisors, LLC 1.22% Add +1.6% 10,124 $3.9M
Kinloch Capital, LLC 1.83% Add +1.2% 10,112 $3.9M
Mattern Wealth Management LLC 0.81% Reduce -0.2% 10,083 $3.9M
Lowe Brockenbrough & Co. Inc. 0.22% Add +28.9% 10,060 $3.9M
NorthRock Partners, LLC 0.10% Reduce -3.0% 10,041 $3.9M
Finer Wealth Management, Inc. 2.08% Add +3.7% 10,041 $3.9M
Fisher Funds Management LTD 0.09% No change 10,023 $3.9M
Scopus Asset Management, L.P. 0.10% New 10,000 $3.9M
Stonegate Investment Group, LLC 0.10% Add +25.1% 9,997 $3.9M
Cynosure Group, LLC 0.44% Add +157.4% 9,966 $3.9M
RB Capital Management, LLC 0.91% Add +2.7% 9,961 $3.9M
Capital Asset Advisory Services LLC 0.18% Reduce -25.9% 9,871 $3.9M
First Dallas Securities Inc. 1.53% Add +0.9% 9,939 $3.9M
Verdence Capital Advisors LLC 0.26% Reduce -4.8% 9,912 $3.8M
Delta Capital Management LLC 2.17% No change 9,880 $3.8M
Mitchell McLeod Pugh & Williams Inc. 0.71% Add +3.2% 9,779 $3.8M
Prudential PLC 0.02% Add +13.1% 9,760 $3.8M
Evercore Wealth Management, LLC 0.06% Add +2.5% 9,724 $3.8M
DT Investment Partners, LLC 0.34% Reduce -7.2% 9,695 $3.8M
Cullen/Frost Bankers, Inc. 0.05% Add +0.8% 9,691 $3.8M
Point72 Asia (Singapore) Pte. Ltd. 0.67% New 9,690 $3.8M
Concord Asset Management, LLC 0.57% Add +7.6% 9,676 $3.8M
Concord Wealth Partners 0.55% Reduce -5.2% 9,676 $3.8M
Focus Partners Advisor Solutions, LLC 0.05% Reduce -25.9% 9,658 $3.7M
Hartford Financial Management Inc. 1.02% Reduce -56.1% 9,630 $3.7M
Cumberland Advisors Inc. 1.56% Reduce -0.0% 9,550 $3.7M
Iowa State Bank 0.73% Reduce -22.6% 9,456 $3.7M
Compagnie Lombard Odier SCmA 0.05% No change 9,447 $3.7M
HBK Sorce Advisory LLC 0.10% Add +0.3% 9,440 $3.7M
1ST Source Bank 0.20% Add +1.4% 9,434 $3.7M
Curi Capital, LLC 0.07% Add +356.1% 9,295 $3.6M
Great Valley Advisor Group, Inc. 0.08% Reduce -11.9% 9,294 $3.6M
Pinnacle Holdings, LLC 1.50% Add +8.8% 9,288 $3.6M
SeaCrest Wealth Management, LLC 0.39% Reduce -4.8% 9,283 $3.6M
V-Square Quantitative Management LLC 0.48% Reduce -2.3% 9,250 $3.6M
Caldwell Sutter Capital, Inc. 1.64% Reduce -0.6% 9,206 $3.6M
Buckley Wealth Management, LLC 1.07% No change 9,190 $3.6M
Advisors Asset Management, Inc. 0.06% Reduce -13.5% 9,154 $3.6M
First National Bank & Trust Co. of Newtown 0.71% Reduce -0.8% 9,152 $3.6M
Schnieders Capital Management LLC 0.63% Add +3.9% 9,147 $3.6M
KMG Fiduciary Partners, LLC 0.26% Add +2.6% 9,115 $3.5M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -24.1% 9,095 $3.5M
Brendel Financial Advisors LLC 1.97% New 9,072 $3.5M
Nilsine Partners, LLC 0.36% Reduce -6.7% 9,064 $3.5M
Aire Advisors, LLC 0.68% Add +0.3% 9,042 $3.5M
Palisade Asset Management, LLC 0.35% Reduce -3.6% 9,007 $3.5M
Mill Capital Management, LLC 0.27% No change 8,999 $3.5M
B. Riley Wealth Advisors, Inc. 0.17% Reduce -65.6% 8,999 $3.5M
South Dakota Investment Council 0.07% No change 8,964 $3.5M
Graypoint LLC 0.20% Add +8.0% 8,918 $3.5M
Wellington Shields & Co., LLC 0.98% Reduce -7.6% 8,908 $3.5M
Douglass Winthrop Advisors, LLC 0.06% No change 8,885 $3.4M
AlTi Global, Inc. 0.09% Add +0.1% 8,761 $3.4M
Ramirez Asset Management, Inc. 0.52% Add +160.8% 8,840 $3.4M
Cannon Advisors, Inc. 2.75% Reduce -1.6% 8,791 $3.4M
Davidson Capital Management Inc. 0.82% Add +3.4% 8,789 $3.4M
Bowen Hanes & Co. Inc. 0.09% Reduce -65.4% 8,784 $3.4M
Cornell Pochily Investment Advisors, Inc. 1.12% Add +3.8% 8,783 $3.4M
Baldwin Investment Management, LLC 0.41% Reduce -2.4% 8,777 $3.4M
Brooklyn Investment Group 0.45% Add +143.8% 8,731 $3.4M
St Germain D J Co. Inc. 0.15% Add +12.7% 8,714 $3.4M
Cullen Investment Group, LTD. 0.48% Add +0.2% 8,710 $3.4M
Raiffeisen Bank International AG 0.05% Reduce -23.5% 8,982 $3.4M
Symphony Financial, Ltd. Co. 0.43% Add +108.5% 12,964 $3.3M
Gould Capital, LLC 2.22% Add +1.7% 8,542 $3.3M
Hanson & Doremus Investment Management 0.44% Add +2.2% 8,526 $3.3M
Factor Wealth Management LTD 0.90% Add +0.1% 8,515 $3.3M
Cozad Asset Management Inc. 0.29% Add +41.0% 8,421 $3.3M
Point72 (DIFC) Ltd 0.26% New 8,401 $3.3M
Naviter Wealth, LLC 0.40% Reduce -2.4% 8,370 $3.2M
CWA Asset Management Group, LLC 0.14% Reduce -39.0% 8,368 $3.2M
Daymark Wealth Partners, LLC 0.12% Reduce -1.2% 8,347 $3.2M
River Street Advisors LLC 1.39% Reduce -2.4% 8,318 $3.2M
Radnor Capital Management, LLC 0.51% No change 8,312 $3.2M
Stenger Family Office, LLC 0.83% — 7,411 $3.2M
Penobscot Investment Management Company, Inc. 0.27% Reduce -7.4% 8,255 $3.2M
Foundations Investment Advisors, LLC 0.05% Reduce -6.7% 8,253 $3.2M
Abn Amro Investment Solutions 0.06% Reduce -3.8% 8,243 $3.2M
Mainstay Capital Management LLC 0.16% Add +104.1% 8,232 $3.2M
Hudock, Inc. 0.51% Add +0.1% 8,219 $3.2M
Monetary Management Group Inc. 0.78% No change 8,212 $3.2M
Boltwood Capital Management 0.91% Add +0.2% 8,211 $3.2M
Panagora Asset Management Inc. 0.01% Reduce -70.5% 8,136 $3.2M
Focused Wealth Management, Inc 0.39% Add +2.1% 8,133 $3.2M
Banque Transatlantique SA 0.09% Add +6.9% 8,049 $3.1M
L & S Advisors Inc 0.35% Reduce -35.6% 8,029 $3.1M
RFG Advisory, LLC 0.07% Add +16.6% 8,004 $3.1M
MIdWestOne Financial Group, Inc. 0.40% No change 7,987 $3.1M
Pine Valley Investments Ltd Liability Co 0.18% Add +4.4% 7,974 $3.1M
Petredis Investment Advisors LLC 0.27% Add +1.1% 7,956 $3.1M
Adirondack Trust Co. 1.12% Reduce -0.5% 7,912 $3.1M
Phoenix Financial Ltd. 0.04% Add +49.8% 8,039 $3.1M
Fruth Investment Management 0.83% Reduce -0.3% 7,878 $3.1M
Loudon Investment Management, LLC 1.69% Reduce -0.1% 7,876 $3.1M
Wedmont Private Capital 0.13% Add +6.0% 7,573 $3.0M
Jaffetilchin Investment Partners, LLC 0.20% Reduce -26.9% 7,830 $3.0M
Field & Main Bank 0.99% Reduce -0.5% 7,816 $3.0M
Stamos Capital Partners, L.P. 0.54% Add +17.5% 7,815 $3.0M
Gifford Fong Associates 0.70% No change 7,800 $3.0M
Teamwork Financial Advisors, LLC 0.37% Reduce -34.2% 7,781 $3.0M
Oxbow Advisors, LLC 0.34% No change 7,768 $3.0M
BCM Advisors, LLC 0.64% No change 7,001 $3.0M
Horizon Kinetics Asset Management LLC 0.04% Reduce -2.4% 7,729 $3.0M
Mb, Levis & Associates, LLC 1.32% Reduce -0.0% 7,721 $3.0M
Diversified Trust Co. 0.07% Reduce -27.0% 7,694 $3.0M
Harbor Capital Advisors, Inc. 0.13% Reduce -0.6% 7,691 $3.0M
Sargent Investment Group, LLC 0.40% Add +1.0% 6,976 $3.0M
Cambridge Advisors Inc. 0.62% Reduce -17.9% 7,684 $3.0M
Gables Capital Management Inc. 1.41% Reduce -5.4% 7,680 $3.0M
Orleans Capital Management Corp. 1.58% Add +0.2% 7,678 $3.0M
Argent Advisors, Inc. 0.92% Add +4.4% 7,643 $3.0M
Harbour Investments, Inc. 0.08% Add +18.6% 7,642 $3.0M
Oarsman Capital, Inc. 0.46% Add +0.4% 7,609 $3.0M
Valley Brook Capital Group, Inc. 2.21% Reduce -2.6% 7,596 $2.9M
Exchange Bank 2.33% No change 7,575 $2.9M
Investors Asset Management of Georgia Inc. /Ga/ 1.36% Add +0.1% 7,566 $2.9M
MASTERINVEST Kapitalanlage GmbH 0.31% — 7,561 $2.9M
D. Scott Neal, Inc. 1.46% No change 7,549 $2.9M
Indiana Trust & Investment Management Co 0.97% Add +1.3% 7,549 $2.9M
Old Port Advisors 0.80% Reduce -2.3% 7,548 $2.9M
Fairfield Financial Advisors, LTD 1.03% Reduce -15.8% 7,545 $2.9M
Ballentine Partners, LLC 0.04% Reduce -9.2% 7,525 $2.9M
Inspire Advisors, LLC 0.30% Reduce -10.2% 7,498 $2.9M
Hilltop Holdings Inc. 0.19% Add +32.3% 7,475 $2.9M
Park National Corp. 0.10% Reduce -9.3% 7,454 $2.9M
Tyche Wealth Partners LLC 0.58% Add +0.4% 7,440 $2.9M
Arrow Financial Corp 0.30% Add +1.3% 7,429 $2.9M
Cim Investment Management Inc. 0.55% Add +99.7% 7,662 $2.9M
Forum Financial Management, LP 0.04% Add +3.1% 7,401 $2.9M
Accurate Wealth Management, LLC 0.44% Add +13.2% 7,031 $2.9M
Gladstone Institutional Advisory LLC 0.12% Add +6.3% 7,385 $2.9M
Delta Global Management LP 0.19% New 7,280 $2.8M
Legacy Bridge, LLC 1.34% Add +4.3% 7,272 $2.8M
G&S Capital LLC 1.11% Reduce -0.6% 7,249 $2.8M
Beacon Bank & Trust 0.64% Reduce -1.5% 7,246 $2.8M
Ignite Planners, LLC 0.49% Add +1.7% 6,772 $2.8M
Westerkirk Capital Inc. 0.34% — 7,210 $2.8M
Assetmark, Inc. 0.01% Reduce -63.3% 7,209 $2.8M
Columbia Bank 0.85% Reduce -1.8% 7,072 $2.8M
Stone Summit Wealth LLC 0.86% Add +1.4% 7,177 $2.8M
Pinnacle Wealth Management Advisory Group, LLC 0.23% Add +16.8% 7,161 $2.8M
Vivid Wealth Management, LLC 1.22% Add +1.8% 7,155 $2.8M
Dorsey & Whitney Trust CO LLC 0.15% Reduce -5.5% 7,124 $2.8M
Old Mission Investment Co LLC 0.76% Add +6.8% 7,103 $2.8M
LGT Fund Management Co Ltd. 0.24% Add +34.7% 7,071 $2.7M
Cross Staff Investments Inc 2.04% No change 7,066 $2.7M
Capital & Planning, LLC 1.86% Reduce -1.0% 7,045 $2.7M
Forefront Wealth Management Inc. 2.19% Add +0.3% 7,030 $2.7M
Great Lakes Retirement, Inc. 0.32% Add +4.3% 6,984 $2.7M
Arete Wealth Advisors, LLC 0.19% Reduce -23.0% 6,977 $2.7M
Quest Investment Management LLC 0.30% No change 6,968 $2.7M
Becker Capital Management Inc. 0.08% Reduce -7.7% 6,956 $2.7M
Modera Wealth Management, LLC 0.03% Reduce -0.0% 6,951 $2.7M
Pinnbrook Capital Management LP 0.71% New 6,944 $2.7M
Valley National Advisers Inc. 0.44% Add +0.2% 6,941 $2.7M
Nemes Rush Group LLC 0.29% Add +4.6% 6,923 $2.7M
Schear Investment Advisers, LLC 1.33% Reduce -1.1% 6,904 $2.7M
Hennessy Advisors Inc. 0.09% Reduce -1.4% 6,900 $2.7M
Howland Capital Management LLC 0.11% Reduce -12.1% 6,875 $2.7M
Qtron Investments LLC 0.34% Reduce -17.1% 6,807 $2.6M
Westwood Holdings Group Inc. 0.02% Add +16.4% 6,807 $2.6M
Brighton Jones LLC 0.07% Reduce -8.4% 6,805 $2.6M
Ostrum Asset Management 0.12% Reduce -2.8% 6,803 $2.6M
Staley Capital Advisers Inc. 0.11% No change 6,800 $2.6M
Greenfield Savings Bank 1.18% Add +1.1% 6,717 $2.6M
Eagle Rock Investment Company, LLC 0.41% No change 6,700 $2.6M
Ar Asset Management Inc. 0.58% No change 6,700 $2.6M
First Horizon Advisors, Inc. 0.07% Reduce -15.5% 6,694 $2.6M
Southeast Asset Advisors, LLC 0.31% Add +0.1% 6,629 $2.6M
Court Place Advisors, LLC 0.81% Reduce -0.3% 6,615 $2.6M
Sumitomo Life Insurance Co. 0.17% Reduce -5.8% 6,599 $2.6M
Gen-Wealth Partners Inc 0.99% Add +3.0% 6,595 $2.6M
AMG National Trust Bank 0.07% Add +0.7% 6,591 $2.6M
Compton Wealth Advisory Group, LLC 0.64% Add +1.4% 6,533 $2.5M
International Assets Investment Management, LLC 0.20% Add +2.0% 6,515 $2.5M
Coastline Trust Co 0.29% Reduce -0.2% 6,506 $2.5M
JBR Co Financial Management Inc 1.25% Reduce -14.7% 6,497 $2.5M
Shepherd Financial Partners LLC 0.27% Add +0.1% 6,481 $2.5M
Oddo BHF Asset Management Sas 0.10% Reduce -20.1% 6,465 $2.5M
TKG Advisors, LLC 1.12% Add +1.0% 6,448 $2.5M
Ossiam 0.03% Add +2189.7% 6,434 $2.5M
Syon Capital LLC 0.17% Reduce -2.1% 6,426 $2.5M
Avantax Planning Partners, Inc. 0.08% Add +0.3% 6,422 $2.5M
Trust Investment Advisors 1.51% Reduce -5.1% 6,422 $2.5M
Rexford Capital Inc. 2.06% — 6,408 $2.5M
Dana Investment Advisors, Inc. 0.08% Add +10.4% 6,401 $2.5M
Heritage Wealth Management, Inc. 0.80% Reduce -3.7% 6,392 $2.5M
Franklin Street Advisors Inc. 0.15% Reduce -8.5% 6,371 $2.5M
Advisors Preferred, LLC 0.41% No change 6,300 $2.5M
CNB Bank 1.17% Add +1.1% 6,339 $2.5M
Parkside Financial Bank & Trust 0.26% Add +0.9% 6,326 $2.5M
Good Life Advisors, LLC 0.15% Add +0.3% 6,323 $2.5M
Ellis Investment Partners, LLC 0.48% Add +0.2% 6,315 $2.5M
Greenberg Financial Group 0.91% Reduce -2.4% 2,290 $2.4M
Fort Point Capital Partners LLC 0.24% Reduce -0.6% 6,275 $2.4M
Little House Capital LLC 0.61% Reduce -18.9% 6,272 $2.4M
Massachusetts Wealth Management 1.37% Add +1.9% 6,262 $2.4M
River Wealth Advisors LLC 0.30% Add +2.4% 6,232 $2.4M
Resources Management Corp. /CT/ 0.33% No change 6,230 $2.4M
PFG Investments, LLC 0.14% Add +1.8% 6,229 $2.4M
Murphy, Middleton, Hinkle & Parker, Inc. 1.35% No change 7,324 $2.4M
BankPlus Trust Department 0.71% Add +27.1% 6,212 $2.4M
Strategic Advisors LLC 0.47% Add +2.7% 6,176 $2.4M
Bahl & Gaynor LLC 0.01% Add +6.7% 6,167 $2.4M
Thompson Siegel & Walmsley LLC 0.04% Add +2.6% 6,156 $2.4M
Triangle Securities Wealth Management 0.59% Reduce -10.4% 6,151 $2.4M
FLC Capital Advisors 0.49% Reduce -0.2% 6,126 $2.4M
Confluence Wealth Services, Inc. 0.13% Reduce -1.9% 6,124 $2.4M
Vantage Point Financial LLC 1.04% Reduce -0.8% 6,113 $2.4M
Moneco Advisors, LLC 0.22% Add +0.7% 6,109 $2.4M
BOS Asset Management, LLC 0.76% Add +140.0% 6,107 $2.4M
Redmond Asset Management, LLC 0.56% Reduce -8.5% 6,096 $2.4M
Oak Asset Management, LLC 0.85% Reduce -0.4% 6,095 $2.4M
Wealth Alliance Advisory Group, LLC 0.45% Add +20.7% 6,084 $2.4M
Victrix Investment Advisors 1.04% Add +4.8% 6,078 $2.4M
Private Trust Co. NA 0.22% Reduce -21.9% 6,059 $2.4M
Kentucky Trust Co 1.35% Add +1.6% 6,058 $2.4M
Biltmore Family Office, LLC 0.40% No change 6,040 $2.3M
Osborne Partners Capital Management, LLC 0.12% Reduce -0.9% 6,040 $2.3M
Weaver Capital Management LLC 0.58% Reduce -2.7% 6,036 $2.3M
Eads & Heald Wealth Management 1.16% Reduce -2.8% 6,033 $2.3M
Wilson & Boucher Capital Management, LLC 1.63% No change 6,031 $2.3M
Charles Schwab Trust Co 0.18% Add +20.7% 6,026 $2.3M
Crawford Investment Counsel Inc. 0.04% Add +2.9% 6,021 $2.3M
Weatherly Asset Management L. P. 0.20% Reduce -3.1% 6,015 $2.3M
Wealth Architects, LLC 0.24% Add +2.1% 6,009 $2.3M
NewEdge Wealth, LLC 0.04% Reduce -8.9% 5,582 $2.3M
44 Wealth Management LLC 0.82% Reduce -5.7% 5,993 $2.3M
WealthPlan Investment Management, LLC 0.17% Reduce -1.8% 5,992 $2.3M
CFC Planning Co LLC 2.24% Add +15.1% 5,982 $2.3M
Keudell/Morrison Wealth Management 0.51% Reduce -2.8% 5,978 $2.3M
Chicago Capital, LLC 0.06% Reduce -62.6% 5,959 $2.3M
JFS Wealth Advisors, LLC 0.15% Add +2.2% 5,957 $2.3M
Trueblood Wealth Management, LLC 0.96% Reduce -12.8% 5,914 $2.3M
Iron Gate Global Advisors LLC 0.26% Add +31.3% 5,894 $2.3M
Drive Wealth Management, LLC 0.50% Reduce -2.3% 5,884 $2.3M
HHM Wealth Advisors, LLC 0.27% Reduce -3.7% 5,882 $2.3M
Chapin Davis, Inc. 0.63% Reduce -13.4% 5,877 $2.3M
Aljian Capital Management, LLC 0.50% Reduce -1.0% 5,874 $2.3M
Cordatus Wealth Management LLC 0.56% Reduce -3.9% 5,834 $2.3M
Bernard Wealth Management Corp. 1.05% Reduce -30.5% 5,828 $2.3M
Crown Oak Advisors, LLC 1.07% Reduce -3.0% 5,821 $2.3M
AdvisorNet Financial, Inc 0.15% Add +9.0% 5,815 $2.3M
Wealth Group, Ltd. 2.24% Add +12.1% 5,814 $2.3M
Investment House LLC 0.11% Add +1.8% 5,808 $2.3M
Stratos Wealth Advisors, LLC 0.12% Add +9.5% 5,801 $2.3M
Larson Financial Group LLC 0.09% Add +17.8% 5,798 $2.3M
Essex Bank 0.54% Reduce -4.1% 5,784 $2.2M
Alaethes Wealth, LLC 0.67% Add +2.4% 5,773 $2.2M
Arbor Trust Wealth Advisors, LLC 1.09% Reduce -6.2% 5,759 $2.2M
Watershed Private Wealth LLC 0.81% No change 5,756 $2.2M
Bragg Financial Advisors, Inc 0.08% Reduce -3.9% 5,753 $2.2M
Capital Investment Advisory Services, LLC 0.18% Add +6.2% 5,716 $2.2M
Almanack Investment Partners, LLC. 0.35% New 5,708 $2.2M
Cottage Street Advisors LLC 1.15% Reduce -2.6% 5,708 $2.2M
Applied Finance Capital Management, LLC 0.15% Add +8.7% 5,677 $2.2M
First National Bank Sioux Falls 0.81% Reduce -3.4% 5,653 $2.2M
Convergence Investment Partners, LLC 0.55% Reduce -0.9% 5,623 $2.2M
Checchi Capital Advisers, LLC 0.15% Reduce -10.5% 5,616 $2.2M
Hager Investment Management Services, LLC 1.30% Reduce -0.6% 5,608 $2.2M
Beaton Management Co. Inc. 1.06% No change 5,603 $2.2M
WD Rutherford LLC 1.00% Reduce -1.6% 5,602 $2.2M
Huntleigh Advisors, Inc. 0.42% Reduce -0.0% 5,598 $2.2M
CGN Advisors LLC 0.19% Reduce -15.1% 5,594 $2.2M
Perkins Coie Trust Co 0.37% Reduce -5.2% 5,588 $2.2M
Cascade Investment Advisors, Inc. 1.39% Reduce -8.8% 5,580 $2.2M
Bridges Investment Management Inc. 0.03% Reduce -0.7% 5,578 $2.2M
RD Lewis Holdings, Inc. 2.19% Reduce -0.7% 5,190 $2.2M
IFG Advisory, LLC 0.11% Add +7.3% 5,570 $2.2M
Ingalls & Snyder LLC 0.08% Add +0.8% 5,540 $2.2M
Clarius Group, LLC 0.12% Add +0.3% 5,501 $2.1M
Intellectus Partners, LLC 0.46% Reduce -3.8% 5,493 $2.1M
Clark Capital Management Group, Inc. 0.01% Reduce -1.0% 5,483 $2.1M
SCS Capital Management LLC 0.02% Add +0.4% 5,465 $2.1M
Advisors Management Group Inc. 0.40% Reduce -0.2% 5,449 $2.1M
Trust Point Inc. 0.20% Reduce -1.1% 5,440 $2.1M
Bartlett & Co. Wealth Management LLC 0.03% Reduce -8.6% 5,413 $2.1M
Roman Butler Fullerton & Co. 0.62% Add +0.2% 4,836 $2.1M
Nicolet Advisory Services, LLC 0.18% Add +25.9% 4,892 $2.1M
Nations Financial Group Inc, /Ia/ 0.14% Reduce -1.2% 5,400 $2.1M
Certuity, LLC 0.20% Reduce -22.0% 5,392 $2.1M
Am Investment Strategies LLC 0.49% Add +21.1% 5,365 $2.1M
Garde Capital, Inc. 0.11% Add +0.0% 5,359 $2.1M
Ti-Trust, Inc. 1.39% Reduce -1.8% 5,356 $2.1M
Core Wealth Advisors, Inc. 0.60% Reduce -27.0% 5,355 $2.1M
Econ Financial Services Corp 1.07% New 5,349 $2.1M
Silverlake Wealth Management LLC 0.61% Add +44.5% 5,328 $2.1M
Brady Family Wealth, LLC 0.64% Add +672.7% 5,324 $2.1M
Eisler Capital Management Ltd. 0.07% Reduce -90.5% 5,299 $2.1M
Patton Albertson Miller Group, LLC 0.27% Reduce -1.1% 5,289 $2.1M
LOM Asset Management Ltd 0.69% — 5,286 $2.1M
Advisory Alpha, LLC 0.06% Add +4.4% 5,275 $2.0M
Woodard & Co. Asset Management Group Inc. 0.38% Add +4.9% 5,264 $2.0M
Connecticut Wealth Management, LLC 0.10% Reduce -0.9% 5,253 $2.0M
Eldridge Investment Advisors, Inc. 0.43% Reduce -0.1% 5,237 $2.0M
Federated Hermes, Inc. 0.00% Reduce -88.8% 5,233 $2.0M
Littlejohn Financial Services, Inc. 1.57% Reduce -5.2% 5,225 $2.0M
Y.D. More Investments Ltd 0.14% Add +2.7% 5,226 $2.0M
Rollins Financial Advisors, LLC 0.32% Reduce -29.9% 5,219 $2.0M
ARS Wealth Advisors Group, LLC 0.23% Reduce -6.5% 5,214 $2.0M
Andra AP-fonden 0.03% Reduce -75.1% 5,200 $2.0M
IFC Advisors LLC 0.38% Add +2.4% 5,186 $2.0M
Rodgers Brothers Inc. 0.25% Add +40.8% 5,176 $2.0M
Benedict Financial Advisors Inc. 0.45% Add +1.6% 5,171 $2.0M
Allegheny Financial Group 0.45% Add +29.9% 5,168 $2.0M
Journey Strategic Wealth LLC 0.06% Add +41.5% 5,148 $2.0M
Pallas Capital Advisors LLC 0.08% Reduce -68.7% 5,133 $2.0M
Atlas Brown,Inc. 0.64% Reduce -3.0% 5,119 $2.0M
Moody National Bank Trust Division 0.18% Add +0.8% 5,116 $2.0M
Aaron Wealth Advisors LLC 0.20% Reduce -8.6% 5,111 $2.0M
Savvy Advisors, Inc. 0.13% Add +19.6% 5,105 $2.0M
True North Advisors, LLC 0.38% Reduce -3.2% 5,058 $2.0M
Granite Investment Partners, LLC 0.10% Add +28.6% 5,054 $2.0M
Beacon Investment Advisors LLC 0.85% Add +0.2% 5,094 $2.0M
Sava Infond d.o.o. 0.31% No change 5,040 $2.0M
Northern Financial Advisors Inc 1.47% Reduce -1.4% 5,030 $2.0M
Nwam LLC 0.11% Reduce -2.8% 4,656 $1.9M
Next Century Growth Investors LLC 0.15% New 5,005 $1.9M
Wolff Financial Management LLC 0.50% No change 5,002 $1.9M
Lighthouse Investment Partners, LLC 0.08% New 5,000 $1.9M
Cladis Investment Advisory, LLC 1.22% No change 5,000 $1.9M
Haverford Trust Co 0.02% Reduce -12.8% 4,997 $1.9M
Guardian Investment Management 1.95% Add +8.7% 4,987 $1.9M
High Falls Advisors, Inc 0.43% Add +0.2% 4,986 $1.9M
L. Roy Papp & Associates, LLP 0.23% No change 4,982 $1.9M
WBH Advisory Inc. 0.16% Reduce -1.0% 4,981 $1.9M
West Oak Capital, LLC 0.97% Add +0.8% 4,972 $1.9M
Retirement Guys Formula LLC 0.73% Add +6.2% 4,960 $1.9M
Dumont & Blake Investment Advisors LLC 0.50% Add +0.5% 4,954 $1.9M
Opes Wealth Management LLC 0.34% Reduce -0.1% 4,952 $1.9M
Woodmont Investment Counsel LLC 0.13% Add +1.8% 4,918 $1.9M
DHJJ Financial Advisors, Ltd. 0.69% No change 4,914 $1.9M
Exencial Wealth Advisors, LLC 0.07% Reduce -5.7% 4,879 $1.9M
Pinnacle West Asset Management, Inc. 1.31% Reduce -0.5% 4,870 $1.9M
Diamant Asset Management, Inc. 1.44% No change 4,858 $1.9M
Isthmus Partners, LLC 0.22% Add +212.0% 4,858 $1.9M
Harbor Group, Inc. 0.33% No change 4,857 $1.9M
Pitcairn Co. 0.12% Add +6.8% 4,857 $1.9M
CFM Wealth Partners LLC 0.30% No change 4,853 $1.9M
RiverFront Investment Group, LLC 0.04% Add +12.2% 4,850 $1.9M
Simplicity Wealth,LLC 0.08% Add +3.9% 4,826 $1.9M
Burke & Herbert Bank & Trust Co. 0.42% Add +9.3% 4,826 $1.9M
Garrison Point Advisors, LLC 0.86% Reduce -3.5% 4,815 $1.9M
Sunpointe, LLC 0.74% Add +1.9% 4,786 $1.9M
Princeton Capital Management LLC 0.55% Reduce -3.4% 4,768 $1.9M
Journey Advisory Group, LLC 0.14% Reduce -0.8% 4,749 $1.8M
Hillsdale Investment Management Inc. 0.07% Add +361.3% 4,737 $1.8M
Founders Financial Securities LLC 0.14% Add +0.5% 4,736 $1.8M
Inman Jager Wealth Management, LLC 1.24% Add +4.8% 4,722 $1.8M
Kerusso Capital Management LLC 1.13% Add +0.1% 4,718 $1.8M
Norden Group LLC 0.20% Add +5.5% 4,700 $1.8M
Tanglewood Legacy Advisors, LLC 0.75% No change 4,685 $1.8M
InTrack Investment Management Inc 1.22% Add +0.6% 4,683 $1.8M
Emprise Bank 0.87% Add +3.5% 4,676 $1.8M
Westover Capital Advisors, LLC 0.36% No change 4,676 $1.8M
EPG Wealth Management LLC 0.54% Add +18.9% 4,661 $1.8M
Csenge Advisory Group 0.10% Add +11.0% 5,198 $1.8M
Sawyer & Company, Inc 0.60% New 1,692 $1.8M
Catalyst Financial Partners LLC 0.20% Reduce -2.4% 4,636 $1.8M
NFSG Corp 0.29% Add +6.8% 4,626 $1.8M
Global Trust Asset Management, LLC 0.96% Reduce -15.7% 4,605 $1.8M
BayBridge Capital Group, LLC 1.15% Add +2.8% 4,598 $1.8M
Gsa Capital Partners LLP 0.12% Add +258.6% 4,590 $1.8M
Portside Wealth Group, LLC 0.26% Add +8.0% 4,576 $1.8M
Norway Savings Bank 0.91% Add +2.9% 4,573 $1.8M
Glen Eagle Advisors, LLC 0.27% Reduce -36.6% 4,572 $1.8M
Cigna Investments Inc. 0.30% Reduce -5.9% 4,561 $1.8M
Kovack Advisors, Inc. 0.17% Add +1.0% 4,559 $1.8M
Stratos Investment Management, LLC 0.08% Add +0.0% 4,555 $1.8M
Guerra Pan Advisors, LLC 1.16% Add +0.8% 4,549 $1.8M
XML Financial, LLC 0.15% Add +3.8% 4,542 $1.8M
Colonial Trust Co / SC 0.26% Add +0.4% 4,541 $1.8M
Donaldson Capital Management, LLC 0.06% Reduce -2.3% 4,536 $1.8M
Diligent Investors, LLC 0.42% Add +4.8% 4,534 $1.8M
Widmann Financial Services, Inc. 1.23% Add +0.4% 4,529 $1.8M
Evelyn Partners Investment Management LLP 0.05% Reduce -8.8% 4,517 $1.8M
First Manhattan Co. Llc. 0.00% Reduce -3.8% 4,511 $1.8M
SOL Capital Management CO 0.17% Add +0.0% 4,489 $1.7M
City State Bank 0.55% Reduce -0.7% 4,483 $1.7M
RKL Wealth Management LLC 0.15% Add +0.4% 4,481 $1.7M
Smartleaf Asset Management LLC 0.15% Reduce -12.2% 4,514 $1.7M
Institute for Wealth Management, LLC. 0.19% Reduce -5.3% 4,465 $1.7M
Cornerstone Wealth Group, LLC 0.13% Reduce -3.8% 4,463 $1.7M
Old West Investment Management, LLC 0.57% No change 4,458 $1.7M
Charter Research & Investment Group, Inc. 1.29% No change 4,450 $1.7M
1 North Wealth Services LLC 0.68% Reduce -0.2% 4,443 $1.7M
RS Crum Inc. 0.41% No change 4,430 $1.7M
Cardiff Park Advisors, LLC 0.15% Add +4.3% 4,416 $1.7M
GPS Wealth Strategies Group, LLC 0.20% Add +2.3% 4,412 $1.7M
Courier Capital LLC 0.10% Add +3.0% 4,391 $1.7M
IMS Capital Management 0.79% Add +196.6% 4,375 $1.7M
Stonehage Fleming Financial Services Holdings Ltd 0.05% No change 4,371 $1.7M
Fire Capital Management LLC 1.08% Add +8.1% 4,369 $1.7M
Lanark Financial, Inc. 0.14% Reduce -0.5% 4,356 $1.7M
Cooper Financial Group 0.20% Reduce -21.9% 4,348 $1.7M
Amarillo National Bank 0.31% No change 4,334 $1.7M
Solstein Capital, LLC 0.86% Add +2.6% 4,324 $1.7M
Cyndeo Wealth Partners, LLC 0.10% Reduce -0.3% 4,321 $1.7M
Oak Harvest Investment Services 0.21% Reduce -0.3% 4,307 $1.7M
Sit Investment Associates Inc. 0.04% No change 4,300 $1.7M
Flaharty Asset Management, LLC 0.23% Reduce -1.1% 4,292 $1.7M
UNIVEST FINANCIAL Corp 0.10% Add +0.6% 4,283 $1.7M
Frank, Rimerman Advisors LLC 0.11% Reduce -20.0% 4,265 $1.7M
Advisor OS, LLC 0.16% Add +27.9% 4,264 $1.7M
Motiv8 Investments LLC 1.01% No change 4,262 $1.7M
Total Clarity Wealth Management, Inc. 0.47% Reduce -2.6% 4,257 $1.7M
Smithfield Trust Co 0.08% No change 4,252 $1.7M
Counterweight Ventures, LLC 1.08% Add +3.5% 4,252 $1.7M
RNC Capital Management LLC 0.08% Reduce -0.7% 4,252 $1.7M
Flagship Harbor Advisors, LLC 0.08% Reduce -2.5% 4,249 $1.6M
Farmers Trust Co. 0.31% Reduce -7.3% 4,241 $1.6M
Trinity Legacy Partners, LLC 0.40% Add +0.1% 3,972 $1.6M
Evernest Financial Advisors, LLC 0.53% Add +7.7% 4,221 $1.6M
Werlinich Asset Management, LLC 0.89% No change 4,217 $1.6M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.05% New 4,200 $1.6M
Wealthspan Partners, LLC 0.68% Reduce -0.8% 4,194 $1.6M
Sterling Capital Management LLC 0.02% Add +4.7% 4,183 $1.6M
Aureus Asset Management, LLC 0.10% No change 4,178 $1.6M
Acorn Wealth Advisors, LLC 0.60% Add +0.3% 4,177 $1.6M
Gateway Wealth Partners, LLC 0.31% Add +10.4% 4,173 $1.6M
Western Wealth Management, LLC 0.10% Reduce -7.4% 4,166 $1.6M
WASHINGTON TRUST Co 0.06% No change 4,165 $1.6M
Trek Financial, LLC 0.11% Add +19.0% 4,163 $1.6M
Denver PWM, LLC 0.50% No change 4,150 $1.6M
Guardian Wealth Advisors, LLC / NC 0.11% Add +2.1% 4,141 $1.6M
Avidian Wealth Enterprises, LLC 0.07% Add +4.9% 4,141 $1.6M
Precedent Wealth Partners, LLC 0.39% New 4,136 $1.6M
BBR Partners, LLC 0.10% Reduce -0.3% 4,136 $1.6M
Cornerstone Wealth Management, LLC 0.10% Add +2.6% 4,136 $1.6M
K.J. Harrison & Partners Inc 0.27% No change 4,125 $1.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.10% Add +9.7% 4,114 $1.6M
Westhampton Capital, LLC 0.82% No change 4,110 $1.6M
Transamerica Financial Advisors, LLC 0.15% Reduce -4.4% 4,110 $1.6M
Paradigm Asset Management Co. LLC 0.39% Add +13.9% 4,100 $1.6M
Hardy Reed LLC 0.13% Reduce -1.4% 4,092 $1.6M
Hazlett, Burt & Watson, Inc. 0.65% Add +16.1% 4,094 $1.6M
United Bank 0.61% Add +108.5% 4,083 $1.6M
CoreCap Advisors, LLC 0.06% Reduce -16.3% 4,071 $1.6M
Woodward Diversified Capital, LLC 0.80% Add +46.9% 4,067 $1.6M
SouthState Bank Corp 0.07% Add +4.2% 4,062 $1.6M
Cobblestone Capital Advisors LLC 0.08% No change 4,062 $1.6M
Evergreen Capital Management LLC 0.05% Reduce -11.4% 4,048 $1.6M
HUB Investment Partners, LLC 0.05% Reduce -23.0% 4,046 $1.6M
Birch Hill Investment Advisors LLC 0.07% Reduce -1.3% 4,044 $1.6M
Allen Capital Group, LLC 0.16% Reduce -3.4% 4,033 $1.6M
Optimum Investment Advisors 0.68% Reduce -1.9% 4,031 $1.6M
Ascentis Independent Advisors 0.29% Reduce -24.2% 4,029 $1.6M
McGlone Suttner Wealth Management, Inc. 0.24% Add +1.4% 4,023 $1.6M
Rossmore Private Capital 0.18% Add +3.2% 4,023 $1.6M
Security National Bank 0.27% No change 4,014 $1.6M
Secured Retirement Advisors, LLC 0.93% Reduce -7.3% 4,007 $1.6M
IVC Wealth Advisors LLC 0.76% Reduce -5.8% 4,006 $1.6M
Viking Fund Management LLC 0.21% No change 4,000 $1.6M
Tower Bridge Advisors 0.17% Reduce -6.8% 4,000 $1.6M
Mayflower Financial Advisors, LLC 0.22% Add +2.0% 3,995 $1.6M
HCR Wealth Advisors 0.18% Add +5.3% 3,978 $1.5M
Souders Financial Advisors 0.20% Add +7.0% 3,975 $1.5M
Delta Investment Management, LLC 0.30% Reduce -0.9% 3,971 $1.5M
Van Strum & Towne Inc. 0.49% No change 3,965 $1.5M
AAFMAA Wealth Management & Trust LLC 0.64% Reduce -32.2% 3,961 $1.5M
Xcel Wealth Management, LLC 0.45% Add +12.5% 3,960 $1.5M
Cornercap Investment Counsel Inc. 0.80% Reduce -2.4% 3,940 $1.5M
Byrne Asset Management LLC 1.18% Add +2.3% 3,939 $1.5M
Maven Securities LTD 0.40% Reduce -49.0% 3,928 $1.5M
Everett Harris & Co. 0.02% No change 3,927 $1.5M
Bank & Trust Co 1.21% No change 3,924 $1.5M
Berkshire Asset Management LLC 0.07% No change 3,915 $1.5M
Rice Partnership, LLC 0.26% New 3,913 $1.5M
Townsquare Capital LLC 0.15% Reduce -88.8% 3,910 $1.5M
Midland Wealth Advisors, LLC 0.08% Reduce -6.4% 3,905 $1.5M
Capital International Sarl 0.03% Reduce -93.7% 3,899 $1.5M
Canopy Partners, LLC 0.55% Reduce -15.2% 3,893 $1.5M
Capital Management Associates, Inc 0.48% Add +5.9% 3,890 $1.5M
Patrick M Sweeney & Associates, Inc. 1.04% Add +1.3% 3,789 $1.5M
Burford Brothers, Inc. 0.69% Reduce -0.4% 3,882 $1.5M
Thomasville National Bank 0.10% No change 3,862 $1.5M
ZWJ Investment Counsel Inc. 0.06% Reduce -3.7% 3,861 $1.5M
Northwest Quadrant Wealth Management, LLC 0.33% Add +0.3% 3,860 $1.5M
Wilkins Investment Counsel Inc. 0.21% Reduce -7.9% 3,841 $1.5M
LBP Am SA 0.02% Add +8.2% 3,835 $1.5M
LRI Investments, LLC 0.13% Reduce -0.3% 3,831 $1.5M
SBI Securities Co., Ltd. 0.04% Add +7.0% 3,786 $1.5M
Creegan & Nassoura Financial Group, LLC 0.96% No change 3,780 $1.5M
Copley Financial Group, Inc. 1.09% No change 3,777 $1.5M
Richards, Merrill & Peterson, Inc. 0.70% Add +1.6% 3,771 $1.5M
Rockland Trust Co. 0.07% Reduce -13.5% 3,765 $1.5M
Montis Financial, LLC 0.41% Reduce -0.5% 3,760 $1.5M
Patten & Patten Inc. 0.09% Reduce -3.6% 3,760 $1.5M
Bluespring Wealth Management, LLC 0.14% Reduce -1.4% 3,756 $1.5M
Venturi Wealth Management, LLC 0.07% Reduce -15.4% 3,752 $1.5M
Spreng Capital Management, Inc. 0.62% Reduce -1.1% 3,750 $1.5M
1858 Wealth Management, LLC 1.07% Reduce -0.3% 3,741 $1.5M
Redwood Investment Management, LLC 0.15% Reduce -10.9% 3,741 $1.5M
Heck Capital Advisors, LLC 0.12% Add +46.6% 3,734 $1.4M
Fort Sheridan Advisors LLC 0.21% No change 3,721 $1.4M
Philadelphia Trust Co. 0.11% Reduce -10.3% 3,720 $1.4M
Texas Yale Capital Corp. 0.05% Reduce -9.6% 3,719 $1.4M
Cypress Capital Group 0.18% Reduce -0.7% 3,717 $1.4M
Douglas Lane & Associates, LLC 0.02% Reduce -5.2% 3,710 $1.4M
Stevens Capital Management LP 0.39% New 3,708 $1.4M
Centaurus Financial, Inc. 0.08% Add +60.7% 3,705 $1.4M
Blue Chip Partners, LLC 0.12% Reduce -15.6% 3,694 $1.4M
World Equity Group, Inc. 0.39% Reduce -4.7% 3,690 $1.4M
Davis R M Inc. 0.03% Reduce -4.5% 3,685 $1.4M
Allen Wealth Management, LLC 1.00% Reduce -8.2% 3,681 $1.4M
Voleon Capital Management LP 0.08% Reduce -0.1% 3,681 $1.4M
Freedom Investment Management, Inc. 0.11% Reduce -13.8% 3,675 $1.4M
Quad-Cities Investment Group, LLC 0.65% Add +0.1% 3,671 $1.4M
Investment Partners, LTD. 0.54% Reduce -0.4% 3,669 $1.4M
Strategic Blueprint, LLC 0.07% Reduce -2.2% 3,664 $1.4M
First Citizens Financial Corp 0.78% No change 3,661 $1.4M
Hohimer Wealth Management, LLC 0.25% Reduce -7.3% 3,654 $1.4M
Diversify Advisory Services, LLC 0.05% Add +41.7% 3,434 $1.4M
Cherokee Insurance Co 0.62% No change 3,650 $1.4M
Hudson Bay Capital Management LP 0.01% Add +10.2% 3,650 $1.4M
Insigneo Advisory Services, LLC 0.12% Add +3.0% 3,650 $1.4M
Missouri Trust & Investment Co 0.46% Reduce -0.1% 3,649 $1.4M
Blackhawk Capital Partners, LLC 0.65% Add +0.6% 3,648 $1.4M
Rehmann Capital Advisory Group 0.09% Add +1.6% 3,643 $1.4M
Circle Wealth Management, LLC 0.03% No change 3,641 $1.4M
Lantern Wealth Advisors, LLC 0.84% — 3,636 $1.4M
Fairview Capital Investment Management, LLC 0.07% Reduce -0.7% 3,635 $1.4M
Steigerwald, Gordon & Koch Inc. 0.15% Add +0.6% 3,627 $1.4M
Keel Point, LLC 0.09% Add +23.7% 3,622 $1.4M
Oakworth Capital, Inc. 0.09% Add +0.5% 3,617 $1.4M
Waldron Private Wealth LLC 0.06% No change 3,608 $1.4M
Performance Wealth Partners, LLC 0.04% Add +5.6% 3,581 $1.4M
Vanguard Capital Wealth Advisors 1.38% Add +0.8% 3,575 $1.4M
Promethium Advisors,llc 0.84% Reduce -6.8% 3,561 $1.4M
Boston Research & Management Inc. 0.33% No change 3,542 $1.4M
Gilbert & Cook, Inc. 0.19% Add +1.6% 3,540 $1.4M
1900 Wealth Management LLC 0.10% Add +0.0% 3,527 $1.4M
SS&H Financial Advisors, Inc. 0.46% No change 3,525 $1.4M
Security Financial Services, INC. 0.24% Add +2.4% 3,519 $1.4M
CORDA Investment Management, LLC. 0.10% Add +10.2% 3,515 $1.4M
Goldstone Financial Group, LLC 0.18% Add +33.3% 3,430 $1.4M
Howard Capital Management, LLC 0.02% Add +17.3% 3,504 $1.4M
Live Oak Private Wealth LLC 0.20% Reduce -0.1% 3,502 $1.4M
Loomis Sayles & Co. L P 0.00% Reduce -2.1% 3,502 $1.4M
Wealth Management Partners, LLC 0.48% Reduce -1.5% 3,469 $1.4M
Vega Investment Solutions 0.32% Add +85.3% 3,495 $1.4M
Astoria Portfolio Advisors LLC. 0.38% Reduce -3.6% 3,158 $1.4M
Sequent Asset Management, LLC 1.08% Reduce -0.4% 3,483 $1.4M
King Wealth Management Group 0.18% Add +0.1% 3,477 $1.4M
First Foundation Advisors 0.05% Add +53.2% 3,473 $1.3M
EverSource Wealth Advisors, LLC 0.06% Reduce -25.3% 3,470 $1.3M
Savoie Capital LLC 0.17% No change 3,465 $1.3M
Sunbelt Securities, Inc. 0.12% Reduce -16.1% 3,708 $1.3M
Credit Industriel Et Commercial 0.29% Reduce -63.9% 3,463 $1.3M
Evoke Wealth, LLC 0.03% Add +9.6% 3,456 $1.3M
Telos Capital Management, Inc. 0.14% Add +7.5% 3,451 $1.3M
Precision Wealth Strategies, LLC 0.43% Add +174.7% 3,450 $1.3M
Transcend Capital Advisors, LLC 0.10% Reduce -9.8% 3,450 $1.3M
CRA Financial Services, LLC 0.20% Add +0.3% 3,448 $1.3M
Nicolet Bankshares Inc. 0.23% Reduce -1.5% 3,444 $1.3M
Valmark Advisers, Inc. 0.02% Add +0.9% 3,443 $1.3M
Rossby Financial, LCC 0.50% Add +1.3% 3,441 $1.3M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.53% Reduce -4.9% 3,429 $1.3M
Legacy Financial Strategies, LLC 0.26% Reduce -11.9% 3,428 $1.3M
SVB Wealth LLC 0.07% New 3,420 $1.3M
Uncommon Cents Investing LLC 0.35% Add +11.7% 3,410 $1.3M
Quintet Private Bank (Europe) S.A. 0.08% Reduce -0.2% 3,408 $1.3M
Total Investment Management Inc. 0.19% Add +0.3% 3,400 $1.3M
GC Wealth Management RIA, LLC 0.11% Add +188.9% 3,397 $1.3M
Lantz Financial LLC 0.33% Reduce -17.8% 3,396 $1.3M
Rooted Wealth Advisors, Inc. 0.46% Add +3.2% 3,247 $1.3M
Affinity Investment Advisors, LLC 1.00% Reduce -10.3% 3,388 $1.3M
ABN AMRO Bank N.V. 0.02% Add +2.1% 3,372 $1.3M
Marble Harbor Investment Counsel, LLC 0.14% Reduce -6.9% 3,382 $1.3M
Avestar Capital, LLC 0.10% Reduce -5.7% 3,373 $1.3M
Financial Management Network Inc. 0.23% Add +11.8% 3,289 $1.3M
Carnegie Investment Counsel 0.03% Add +38.4% 3,365 $1.3M
Main Street Financial Solutions, LLC 0.09% Reduce -26.9% 3,365 $1.3M
Laurion Capital Management LP 0.16% New 3,364 $1.3M
Magnus Financial Group LLC 0.12% Reduce -0.8% 3,363 $1.3M
Everhart Financial Group, Inc. 0.15% Reduce -15.4% 3,363 $1.3M
Bath Savings Trust Co 0.13% Reduce -1.4% 3,349 $1.3M
Corundum Group, Inc. 0.57% Add +1.9% 3,345 $1.3M
First Citizens Bank & Trust Co. 0.02% Reduce -8.9% 3,333 $1.3M
Apella Capital, LLC 0.04% Add +0.1% 3,297 $1.3M
Mendel Money Management 0.57% Reduce -0.8% 3,319 $1.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Reduce -1.0% 3,318 $1.3M
Golden State Wealth Management, LLC 0.16% Reduce -7.0% 3,307 $1.3M
AIA Group Ltd 0.03% Reduce -87.1% 3,306 $1.3M
Avior Wealth Management, LLC 0.04% Add +22.4% 3,304 $1.3M
Scott Marsh Financial, LLC 0.47% — 3,290 $1.3M
Kestra Investment Management, LLC 0.04% Reduce -19.3% 3,290 $1.3M
Orca Wealth Management, LLC 1.07% Add +0.2% 3,285 $1.3M
Berger Financial Group, Inc 0.08% Reduce -7.2% 3,281 $1.3M
Roxbury Financial LLC 1.24% Reduce -1.4% 3,280 $1.3M
Traphagen Investment Advisors LLC 0.12% Add +6.2% 3,272 $1.3M
Fox Hill Wealth Management 0.65% Add +3.5% 3,270 $1.3M
LGT Group Foundation 0.02% Reduce -43.8% 3,266 $1.3M
Ascent Group, LLC 0.05% Reduce -27.0% 3,260 $1.3M
Alexander Labrunerie & Co., Inc. 0.52% Add +0.5% 3,258 $1.3M
LexAurum Advisors, LLC 0.20% Reduce -0.0% 3,250 $1.3M
Point Windward Advisors Inc. 0.58% Reduce -14.5% 3,250 $1.3M
Hancock Whitney Corp. 0.02% Add +16.5% 3,249 $1.3M
Founders Financial Alliance, LLC 0.29% Reduce -0.5% 3,248 $1.3M
Boston Family Office LLC 0.08% Reduce -1.8% 3,244 $1.3M
Keynote Financial Services LLC 0.85% Reduce -0.6% 3,240 $1.3M
Auxier Asset Management LLC 0.18% No change 3,230 $1.3M
Prosperity Consulting Group, LLC 0.09% Add +3.9% 3,223 $1.3M
Stiles Financial Services Inc 0.43% Add +3.9% 3,217 $1.2M
L2 Asset Management, LLC 0.20% Reduce -19.3% 3,209 $1.2M
Capital Advisors Inc. 0.02% Reduce -12.7% 3,209 $1.2M
Sittner & Nelson, LLC 0.50% Add +16.0% 3,208 $1.2M
Provenance Wealth Advisors, LLC 0.18% No change 3,196 $1.2M
Abacus Planning Group, Inc. 0.18% Reduce -4.5% 3,194 $1.2M
Barnes Dennig Private Wealth Management LLC 1.48% Add +0.5% 3,189 $1.2M
Herold Advisors, Inc. 0.26% Add +16.6% 3,182 $1.2M
Ironwood Investment Counsel, LLC 0.19% Add +5.0% 3,172 $1.2M
Benin Management CORP 0.32% No change 3,165 $1.2M
Richwood Investment Advisors, LLC 1.01% Reduce -1.7% 3,159 $1.2M
Brucke Financial, Inc. 0.85% Reduce -0.4% 3,150 $1.2M
Hilltop National Bank 0.32% — 3,141 $1.2M
CMG Global Holdings, LLC 0.64% Reduce -3.3% 2,816 $1.2M
Ted Buchan & Co 0.48% Add +18.9% 3,139 $1.2M
Sage Mountain Advisors LLC 0.08% Add +2.8% 3,137 $1.2M
Chilton Capital Management LLC 0.04% Reduce -0.9% 3,115 $1.2M
Root Financial Partners, LLC 0.12% Add +83.1% 3,114 $1.2M
Menard Financial Group LLC 0.72% Reduce -2.1% 3,108 $1.2M
PFC Capital Group, Inc. 0.56% Reduce -14.7% 3,101 $1.2M
Martingale Asset Management L P 0.03% Reduce -40.0% 3,097 $1.2M
Alexis Investment Partners, LLC 0.52% Add +7.1% 3,118 $1.2M
Bard Financial Services, Inc. 0.14% Add +144.3% 3,090 $1.2M
Agf Management Ltd. 0.01% No change 3,074 $1.2M
Chesapeake Wealth Management 0.40% Add +15.5% 3,073 $1.2M
Wealth Effects LLC 0.45% Add +4.8% 3,063 $1.2M
Fulton Bank, N.A. 0.04% Reduce -13.3% 3,056 $1.2M
Tidemark, LLC 0.38% Add +24.9% 3,045 $1.2M
Purus Wealth Management, LLC 0.41% Add +133.4% 3,039 $1.2M
First Heartland Consultants, Inc. 0.10% Add +3.2% 3,037 $1.2M
Brookwood Investment Group LLC 0.19% Add +16.3% 3,034 $1.2M
AA Financial Advisors, LLC 0.25% Reduce -12.7% 3,023 $1.2M
Kennebec Savings Bank 1.14% Add +5.4% 3,007 $1.2M
Wrapmanager Inc. 0.28% Reduce -16.4% 3,000 $1.2M
Birinyi Associates Inc. 0.34% No change 3,000 $1.2M
Supplemental Annuity Collective Trust of NJ 0.33% No change 3,000 $1.2M
Martel Wealth Advisors LLC 0.22% No change 3,000 $1.2M
Westpac Banking Corp. 0.08% Reduce -65.8% 3,000 $1.2M
Probity Advisors, Inc. 0.20% Reduce -14.8% 2,994 $1.2M
Calamos Wealth Management LLC 0.05% Add +17.2% 2,986 $1.2M
Heartwood Wealth Advisors LLC 0.12% Add +4.2% 2,975 $1.2M
Nabity-Jensen Investment Management Inc 0.85% Add +0.3% 2,967 $1.2M
Kathmere Capital Management, LLC 0.09% Add +54.6% 2,964 $1.2M
Monograph Wealth Advisors, LLC 0.14% Add +0.0% 2,960 $1.1M
EntryPoint Capital, LLC 0.57% New 2,952 $1.1M
Harfst & Associates, Inc. 0.24% No change 2,941 $1.1M
Kenora Financial, LLC 0.42% Add +38.1% 2,930 $1.1M
Aspen Investment Management Inc 0.48% Reduce -1.2% 2,930 $1.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.16% Reduce -15.4% 2,928 $1.1M
High Net Worth Advisory Group LLC 0.30% Reduce -1.7% 2,926 $1.1M
First County Bank 0.61% Reduce -5.9% 2,927 $1.1M
Lion Street Advisors, LLC 0.34% Reduce -0.7% 2,921 $1.1M
US Asset Management LLC 0.98% No change 2,921 $1.1M
First Command Advisory Services, Inc. 0.01% Add +15.3% 2,916 $1.1M
Premier Path Wealth Partners, LLC 0.16% Add +0.6% 2,915 $1.1M
FWG Holdings, LLC 0.53% Add +2.3% 2,608 $1.1M
Mechanics Financial Corp 0.48% Add +1.4% 2,901 $1.1M
Bison Wealth, LLC 0.09% Add +18.8% 2,854 $1.1M
Trustmark Bank Trust Department 0.08% Reduce -10.8% 2,899 $1.1M
J. W. Coons Advisors, LLC 0.25% Reduce -14.8% 2,880 $1.1M
Tiemann Investment Advisors, LLC 0.46% Reduce -8.9% 2,874 $1.1M
Cadent Capital Advisors, LLC 0.36% Reduce -11.4% 2,870 $1.1M
Compass Ion Advisors, LLC 0.12% Add +0.5% 2,867 $1.1M
Forte Capital LLC 0.12% Reduce -5.3% 2,867 $1.1M
Kercheville Advisors, LLC 0.38% Add +9.7% 2,865 $1.1M
PDS Planning, Inc 0.08% Add +12.6% 2,864 $1.1M
Chancellor Financial Group WB LP 0.86% Add +0.2% 2,864 $1.1M
RFP Financial Group LLC 0.46% No change 2,859 $1.1M
Ancora Advisors LLC 0.02% Reduce -3.5% 2,859 $1.1M
Diversified Enterprises, LLC 0.08% Add +11.8% 2,859 $1.1M
Arrowroot Family Office, LLC 0.50% — 2,859 $1.1M
Well Done, LLC 0.21% Reduce -2.5% 2,856 $1.1M
Burns J W & Co. Inc. 0.13% Add +18.7% 2,855 $1.1M
Sawgrass Asset Management LLC 0.13% Reduce -2.2% 2,852 $1.1M
GKV Capital Management Co., Inc. 0.49% Reduce -11.8% 2,850 $1.1M
Tudor Financial Inc. 0.63% Reduce -0.3% 2,845 $1.1M
Chicago Partners Investment Group LLC 0.03% Add +3.2% 2,578 $1.1M
Visionary Wealth Advisors 0.06% Add +11.0% 2,832 $1.1M
Garrett Wealth Advisory Group, LLC 0.23% Add +2.9% 2,831 $1.1M
Quotient Wealth Partners, LLC 0.03% Add +17.4% 2,830 $1.1M
Ballast, Inc. 0.29% Reduce -0.0% 2,825 $1.1M
Sierra Summit Advisors LLC 0.19% New 2,803 $1.1M
Peavine Capital, LLC 0.25% No change 2,800 $1.1M
Ascentis Wealth Management, LLC 0.30% Add +84.7% 2,779 $1.1M
Fiduciary Family Office, LLC 0.36% Reduce -6.4% 2,799 $1.1M
KLCM Advisors, Inc. 0.12% Add +0.8% 2,798 $1.1M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.68% Add +3.5% 2,796 $1.1M
Texas Capital Bancshares Inc 0.39% Reduce -0.1% 2,795 $1.1M
Financial Synergies Wealth Advisors, Inc. 0.12% New 2,794 $1.1M
Plancorp, LLC 0.04% Add +7.2% 2,788 $1.1M
Stableford Capital II LLC 0.41% Reduce -12.2% 2,492 $1.1M
Creekside Partners 0.51% Add +0.1% 2,781 $1.1M
Disciplined Equity Management, Inc. 0.63% Add +11.2% 2,780 $1.1M
Joel Isaacson & Co., LLC 0.04% Add +1.7% 2,776 $1.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -2.5% 2,775 $1.1M
Denali Advisors LLC 0.11% Reduce -2.3% 2,769 $1.1M
Aviso Wealth Management 0.50% Add +5.8% 2,769 $1.1M
Key Financial Inc 0.22% Add +1.1% 2,768 $1.1M
Capstone Financial Advisors, Inc. 0.06% Reduce -3.4% 2,764 $1.1M
Analyst IMS Investment Management Services Ltd. 0.04% Add +103.5% 2,752 $1.1M
Trace Wealth Advisors, LLC 0.87% No change 2,750 $1.1M
Covenant Asset Management, LLC 0.22% Reduce -3.9% 2,750 $1.1M
Heartland Bank & Trust Co 0.50% No change 2,748 $1.1M
Claris Advisors, LLC / Mo / 0.37% Reduce -6.0% 2,746 $1.1M
Pinnacle Wealth Planning Services, Inc. 0.14% Reduce -4.7% 2,746 $1.1M
Patriot Investment Management Group, Inc. 0.07% Reduce -2.0% 2,745 $1.1M
Elevate Wealth Advisory, Inc. 0.76% Reduce -4.4% 2,737 $1.1M
Audent Global Asset Management, LLC 0.76% Reduce -0.4% 2,735 $1.1M
Realta Investment Advisors 0.42% Add +2.6% 2,728 $1.1M
Titleist Asset Management, LLC 0.11% Reduce -0.3% 2,725 $1.1M
Tradition Wealth Management, LLC 0.08% Reduce -0.6% 2,724 $1.1M
Baring Financial LLC 0.79% Add +2.5% 2,722 $1.1M
Legacy Wealth Asset Management, LLC 0.27% Reduce -1.4% 2,715 $1.1M
Prosperitas Financial LLC 0.49% Reduce -1.6% 2,706 $1.1M
Gryphon Financial Partners LLC 0.14% Add +12.5% 2,700 $1.0M
Pathway Financial Advisors LLC 0.15% Reduce -23.4% 2,700 $1.0M
Hickory Point Bank & Trust 0.85% No change 2,700 $1.0M
Waycross Partners, LLC 0.10% No change 2,700 $1.0M
Washington Trust Advisors, Inc. 0.09% Reduce -1.1% 2,696 $1.0M
Washburn Capital Management, Inc. 0.61% Reduce -7.9% 2,692 $1.0M
Verus Capital Partners, LLC 0.09% Add +0.1% 2,684 $1.0M
TRUE Private Wealth Advisors 0.12% Add +0.6% 2,678 $1.0M
Farmers National Bank 0.27% Reduce -4.3% 2,675 $1.0M
Toth Financial Advisory Corp. 0.12% Add +0.0% 2,673 $1.0M
Redwood Wealth Management Group, LLC 0.47% Add +0.9% 2,669 $1.0M
Lineweaver Wealth Advisors, LLC 0.16% Add +3.3% 2,669 $1.0M
Capital Planning Advisors, LLC 0.15% No change 2,668 $1.0M
Cahill Financial Advisors Inc. 0.13% Add +10.2% 2,668 $1.0M
Somerville Kurt F 0.17% Reduce -1.8% 2,665 $1.0M
Vectors Research Management, LLC 0.35% Reduce -2.1% 2,662 $1.0M
Gibbs Wealth Management 0.20% Add +28.2% 2,662 $1.0M
Gleason Group, Inc. 0.11% Add +0.4% 2,660 $1.0M
Harris Associates (Oakmark Funds) 0.00% Add +41.4% 2,658 $1.0M
Addison Capital Co 0.36% Add +13.1% 2,654 $1.0M
KKM Financial LLC 0.36% Reduce -0.7% 2,572 $1.0M
Eagle Bluffs Wealth Management LLC 0.49% No change 2,652 $1.0M
Rogco, LP 0.39% Reduce -8.3% 2,651 $1.0M
Generali Investments, Management Co LLC 0.23% No change 2,650 $1.0M
Winebrenner Capital Management LLC 0.83% Add +5.6% 2,640 $1.0M
Cypress Asset Management Inc. 0.25% No change 2,640 $1.0M
Ullmann Wealth Partners Group, LLC 0.12% Reduce -0.1% 2,639 $1.0M
Yoffe Investment Management, LLC 1.40% No change 2,637 $1.0M
Orange Investment Advisors, Inc. 0.11% No change 2,634 $1.0M
Wealth Watch Advisors, INC 0.59% Add +3.9% 3,837 $1.0M
Klingenstein Fields & Co. LP 0.04% No change 2,626 $1.0M
Synergy Asset Management, LLC 0.12% Reduce -4.4% 2,625 $1.0M
Klingman & Associates, LLC 0.06% Add +63.3% 2,622 $1.0M
iSAM Funds (UK) Ltd 0.22% New 2,619 $1.0M
Brown, Lisle/Cummings, Inc. 0.27% No change 2,618 $1.0M
Sax Wealth Advisors, LLC 0.06% Add +2.1% 2,617 $1.0M
Palumbo Wealth Management LLC 0.31% Add +0.1% 2,617 $1.0M
Paragon Capital Management LLC 0.52% New 2,600 $1.0M
Catalyst Funds Management Pty Ltd 0.28% Reduce -31.2% 2,600 $1.0M
AlphaCore Capital LLC 0.04% Add +43.0% 2,596 $1.0M
Bridgewater Advisors Inc. 0.08% Add +4.4% 2,339 $1.0M
Heritage Wealth Advisors 0.05% No change 2,568 $997K
Atwood & Palmer Inc. 0.06% No change 2,565 $996K
Wayfinding Financial, LLC 0.44% Reduce -0.5% 2,292 $994K
DRW Securities, LLC 0.07% Add +70.5% 2,585 $994K
Prestige Wealth Management Group LLC 0.20% Add +1.4% 2,556 $992K
Evermay Wealth Management LLC 0.12% Add +9.0% 2,555 $992K
Cortland Associates Inc. 0.12% Add +0.1% 2,552 $991K
Vermillion Wealth Management, Inc. 0.47% Reduce -15.7% 2,546 $989K
Greenwich Wealth Management LLC 0.05% Add +1.1% 2,546 $988K
White Lighthouse Investment Management Inc. 0.16% Reduce -16.4% 2,541 $986K
Nicholas Wealth, LLC. 0.87% Add +3.3% 2,541 $986K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.36% Reduce -1.1% 2,272 $986K
Rothschild Wealth LLC 0.24% Add +1.2% 2,540 $986K
CVA Family Office, LLC 0.14% Reduce -2.7% 2,538 $985K
Reynders McVeigh Capital Management, LLC 0.05% Add +10.4% 2,536 $984K
West Michigan Advisors, LLC 0.28% Add +11.6% 2,534 $984K
Talon Private Wealth, LLC 0.14% Add +1.4% 2,529 $982K
Beverly Hills Private Wealth, LLC 0.19% Reduce -0.3% 2,524 $980K
Aspiriant, LLC 0.03% Reduce -1.3% 2,511 $975K
Ethos Financial Group, LLC 0.08% Reduce -54.7% 2,504 $972K
Sovran Advisors, LLC 0.10% Add +22.2% 2,462 $971K
Slocum, Gordon & Co LLP 0.78% No change 2,500 $971K
Sippican Capital Advisors 0.70% No change 2,500 $971K
Clarus Wealth Advisors 0.45% Reduce -3.9% 2,461 $970K
Legacy Capital Group California, Inc. 0.27% Reduce -2.7% 2,499 $970K
Bell Bank 0.05% Add +55.9% 2,492 $967K
Bank of Stockton 0.29% Add +6.5% 2,488 $966K
Northstar Group, Inc. 0.16% Reduce -3.9% 2,486 $965K
Calton & Associates, Inc. 0.17% New 2,485 $965K
Elyxium Wealth, LLC 0.36% Add +2.3% 2,482 $964K
MSH Capital Advisors LLC 0.28% Add +19.5% 2,479 $962K
Resonant Capital Advisors, LLC 0.06% Add +37.1% 2,475 $961K
Harbor Investment Advisory, LLC 0.09% Reduce -5.8% 2,469 $958K
TD Private Client Wealth LLC 0.02% Reduce -18.4% 2,463 $956K
Cidel Asset Management Inc. 0.06% Add +2.8% 2,462 $956K
Bordeaux Wealth Advisors LLC 0.12% Reduce -1.3% 2,456 $953K
Seelaus Asset Management LLC 0.86% No change 2,453 $952K
Sompo Asset Management Co., Ltd. 0.17% Add +1.2% 2,450 $951K
United Asset Strategies, Inc. 0.08% Add +15.3% 2,440 $947K
Arbor Wealth Advisors LLC 0.77% No change 2,437 $946K
BCS Wealth Management 0.20% Add +16.2% 2,435 $945K
Trillium Asset Management, LLC 0.03% No change 2,434 $945K
Accredited Wealth Management, LLC 0.76% No change 2,422 $940K
REDW Wealth LLC 0.37% No change 2,418 $939K
Pine Haven Investment Counsel, Inc 0.74% Reduce -0.4% 2,417 $938K
Belpointe Asset Management LLC 0.04% Add +8.5% 2,416 $938K
BSW Wealth Partners 0.13% Reduce -0.5% 2,414 $937K
Addison Advisors LLC 0.23% Add +8.7% 2,391 $928K
Alta Advisers Ltd 0.33% No change 2,391 $928K
Puzo Michael J 0.26% Reduce -4.0% 2,390 $928K
Armstrong Advisory Group, Inc. 0.07% Reduce -2.1% 2,384 $925K
CI Investments Inc. 0.00% Reduce -0.6% 2,372 $921K
Grandview Asset Management LLC 0.29% Reduce -0.9% 2,365 $918K
WFA of San Diego, LLC 0.68% — 2,361 $917K
Cove Private Wealth, LLC 0.33% Add +42.5% 2,359 $916K
Atlanta Consulting Group Advisors, LLC 0.25% No change 2,345 $910K
E&G Advisors, LLC 0.24% No change 2,342 $909K
Retirement Planning Co of New England, Inc. 0.40% Add +0.1% 2,338 $908K
Saxon Interests, Inc. 0.42% No change 2,752 $907K
Lincoln Capital LLC 0.17% New 2,334 $905K
Tudor Investment Corporation 0.01% Reduce -82.0% 2,322 $901K
Latitude Advisors, LLC 0.45% Add +13.7% 2,314 $898K
Archer Investment Corp 0.21% Add +0.3% 2,313 $898K
Bill Few Associates, Inc. 0.25% Add +6.3% 2,313 $898K
Guardian Wealth Management, Inc. 0.60% Reduce -0.2% 2,311 $897K
180 Wealth Advisors, LLC 0.13% Reduce -1.5% 2,307 $896K
Hunter Associates Investment Management LLC 0.13% Add +0.0% 2,301 $894K
Platform Technology Partners 0.23% No change 2,301 $893K
North Star Asset Management Inc. 0.04% Reduce -2.0% 2,298 $892K
GHP Investment Advisors, Inc. 0.04% No change 2,287 $888K
Canandaigua National Trust Co of Florida 0.63% New 2,275 $883K
Fiduciary Group, LLC 0.08% No change 2,273 $882K
Means Investment Co., Inc. 0.08% Reduce -0.9% 2,271 $882K
Goepper Burkhardt LLC 0.32% Add +5.0% 2,267 $880K
Capital Advantage, Inc. 0.14% Reduce -4.5% 2,264 $879K
YANKCOM Partnership 0.43% Add +3.9% 2,261 $878K
KPP Advisory Services LLC 0.14% Add +3.4% 2,258 $877K
Oak Hill Wealth Advisors, LLC 0.18% Add +12.7% 2,219 $875K
Proficio Capital Partners LLC 0.05% Add +1.2% 2,250 $873K
LVM Capital Management Ltd. 0.09% Reduce -1.1% 2,246 $872K
One Capital Management, LLC 0.03% Add +11.6% 2,246 $872K
Legacy Financial Advisors, Inc. 0.14% Add +3.9% 2,239 $869K
TFR Capital, LLC. 0.31% Add +8.9% 2,236 $868K
Olistico Wealth, LLC 0.48% Add +46.1% 2,235 $868K
Nvwm, LLC 0.21% Add +0.9% 2,233 $867K
Rational Advisors, Inc. 0.09% Reduce -12.7% 2,233 $867K
Cranbrook Wealth Management, LLC 0.18% No change 2,228 $865K
Sound Income Strategies, LLC 0.05% Add +38.4% 2,226 $864K
Wimmer Associates 1, LLC 0.44% No change 2,222 $863K
Acropolis Investment Management, LLC 0.05% Add +0.3% 2,222 $863K
Constitution Capital LLC 0.44% Reduce -31.1% 2,218 $861K
Independence Bank of Kentucky 0.12% Add +1.9% 2,214 $859K
Austin Private Wealth, LLC 0.07% Add +3.8% 2,205 $856K
Horizon Wealth Management, LLC 0.15% Reduce -0.9% 2,203 $855K
Peoples Financial Services Corp. 0.42% Reduce -21.4% 2,202 $855K
Cetera Trust Company, N.A 0.51% No change 2,198 $853K
Doliver Advisors, LP 0.23% Add +9.0% 2,196 $853K
Quadrant Private Wealth Management, LLC 0.18% Reduce -0.9% 2,186 $849K
Aberdeen Wealth Management LLC 0.56% No change 2,183 $847K
Cercano Management LLC 0.02% No change 2,180 $846K
Mechanics Bank Trust Department 0.12% Reduce -3.1% 2,180 $846K
Tyler-Stone Wealth Management 0.14% Reduce -0.1% 2,178 $846K
Windsor Capital Management, LLC 0.25% Reduce -5.2% 2,178 $845K
Marion Wealth Management 0.21% Add +0.3% 2,174 $844K
West Family Investments, Inc. 0.22% Add +30.1% 2,162 $839K
Cascades Capital Asset Management, LLC 0.44% Reduce -4.3% 2,159 $838K
KFA Private Wealth Group, LLC 0.26% Reduce -2.8% 2,155 $837K
L.M. Kohn & Company 0.23% Reduce -14.0% 2,155 $837K
Mountain Pacific Investment Advisers LLC 0.06% Add +2.4% 2,153 $836K
Wulff, Hansen & Co. 0.71% No change 2,145 $833K
Fiduciary Alliance LLC 0.06% Add +31.4% 2,144 $832K
Grey Ledge Advisors, LLC 0.20% Add +1.2% 2,143 $832K
Smith Anglin Financial, LLC 0.08% Add +1.7% 2,142 $832K
Allen Mooney & Barnes Investment Advisors LLC 0.14% Reduce -1.7% 2,123 $824K
Calydon Capital 0.08% Add +180.5% 2,118 $822K
Marks Group Wealth Management, Inc 0.08% Add +1.0% 2,115 $821K
Martin Capital Advisors, LLP 0.53% No change 2,111 $820K
Cahaba Wealth Management, Inc. 0.06% Reduce -7.1% 2,111 $819K
CFS Investment Advisory Services, LLC 0.07% Add +2.6% 2,110 $819K
Cassaday & Co Wealth Management LLC 0.02% Add +0.2% 2,103 $816K
Hamel Associates, Inc. 0.28% Reduce -5.8% 2,098 $816K
W Advisors, LLC 0.47% Reduce -2.9% 2,101 $816K
Financial Engines Advisors L.L.C. 0.00% Add +37.3% 2,097 $814K
First American Bank 0.06% Reduce -0.6% 2,097 $814K
Veracity Capital LLC 0.28% Reduce -10.1% 2,094 $813K
First Financial Bankshares Inc 0.02% Add +6.9% 2,091 $812K
Future Fund LLC 0.36% Reduce -14.6% 2,089 $811K
Zullo Investment Group, Inc. 0.33% Add +2.6% 2,084 $809K
Milestone Asset Management, LLC 0.17% Add +52.0% 2,081 $808K
Sender Co & Partners, Inc. 0.23% New 2,078 $807K
Tarbox Family Office, Inc. 0.12% Add +0.4% 2,077 $806K
Obermeyer Wealth Partners 0.04% Add +5.4% 2,076 $806K
Sage Investment Counsel LLC 0.93% Add +0.1% 2,075 $805K
Fairvoy Private Wealth, LLC 0.20% Reduce -1.9% 2,071 $804K
MBL Wealth, LLC 0.08% Add +4.7% 2,071 $804K
Dudley Capital Management, LLC 0.40% Reduce -0.7% 2,069 $803K
First Commonwealth Financial Corp 0.17% No change 2,069 $803K
Adell Harriman & Carpenter Inc. 0.05% Reduce -2.0% 2,064 $801K
Beacon Financial Advisory LLC 0.21% Add +4.3% 2,064 $801K
Shoker Investment Counsel, Inc. 0.25% Add +3.3% 2,063 $801K
McElhenny Sheffield Capital Management, LLC 0.21% No change 2,062 $800K
AF Advisors, Inc. 0.28% No change 2,061 $800K
Cadence Bank 0.05% Reduce -0.3% 2,061 $800K
Intrust Bank NA 0.07% Reduce -3.3% 2,059 $799K
Prosperity Financial Group, Inc. 0.34% Reduce -3.3% 2,056 $798K
Fortem Financial Group, LLC 0.26% Reduce -6.7% 2,049 $795K
Winthrop Advisory Group LLC 0.08% Add +1.5% 2,045 $794K
Soltis Investment Advisors LLC 0.06% Add +29.5% 2,043 $793K
LaSalle St. Investment Advisors, LLC 0.22% Reduce -9.1% 2,041 $792K
626 Financial, LLC 0.37% No change 2,033 $789K
NCM Capital Management, LLC 0.32% No change 2,030 $788K
Parr McKnight Wealth Management Group, LLC 0.11% Add +0.1% 2,025 $786K
TCV Trust & Wealth Management, Inc. 0.07% Add +0.3% 2,025 $786K
2UniFi Bank 0.45% Add +20.6% 2,023 $785K
Tompkins Financial Corp. 0.07% No change 2,019 $784K
Jacksonville Wealth Management, LLC 0.63% Add +5.6% 2,014 $782K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.53% Reduce -25.8% 1,874 $782K
Patten Group, Inc. 0.16% Add +8.8% 2,006 $779K
NWF Advisory Services Inc. 0.09% New 2,003 $778K
Sovereign Financial Group, Inc. 0.16% Add +0.7% 2,001 $777K
Revisor Wealth Management LLC 0.28% Reduce -2.8% 1,911 $777K
Saybrook Capital 0.22% No change 2,000 $776K
Penn Davis McFarland Inc. 0.09% Add +25.0% 2,000 $776K
KG Capital Management 0.23% Reduce -58.1% 2,029 $775K
Global X Japan Co., Ltd. 0.08% Add +34.3% 1,995 $774K
Lester Murray Antman dba SimplyRich 0.22% No change 1,996 $774K
Walter & Keenan Wealth Management LLC /in/ 0.22% Add +5.5% 1,990 $773K
Northside Capital Management, LLC 0.06% Add +88.5% 1,985 $771K
Jackson Hole Capital Partners, LLC 0.14% No change 1,983 $770K
Sterling Wealth Management, Inc. 0.26% — 1,982 $769K
Summit Wealth Partners, LLC 0.15% Add +18.4% 1,982 $769K
Ridgecrest Wealth Partners, LLC 0.41% Reduce -0.1% 1,981 $769K
Excalibur Management Corp. 0.29% Add +0.8% 1,981 $769K
South Plains Financial, Inc. 0.54% Add +19.5% 1,981 $769K
Montz Harcus Wealth Management LLC 0.37% Add +10.2% 1,980 $769K
Beaumont Financial Advisors, LLC 0.06% Add +1.2% 1,975 $767K
FUKOKU MUTUAL LIFE INSURANCE Co 0.05% Reduce -21.8% 1,973 $766K
3Chopt Investment Partners, LLC 0.18% Reduce -9.7% 1,970 $765K
Peregrine Asset Advisers, Inc. 0.24% Reduce -86.6% 1,967 $763K
DMC Group, LLC 0.59% Reduce -25.8% 1,965 $763K
Bogart Wealth, LLC 0.03% Reduce -93.3% 1,959 $760K
TrinityBridge Ltd 0.02% Reduce -1.1% 1,957 $759K
Sterling Investment Advisors, Ltd. 0.17% Add +5.7% 1,950 $757K
Fulton Breakefield Broenniman LLC 0.05% Add +5.0% 1,947 $756K
Icon Wealth Advisors, LLC 0.05% Add +6.3% 1,945 $755K
Childress Capital Advisors, LLC 0.19% Add +86.1% 1,941 $754K
Inscription Capital, LLC 0.11% Reduce -48.0% 1,941 $754K
Guardian Asset Advisors, LLC 0.43% Reduce -0.3% 1,934 $751K
Horst & Graben Wealth Management LLC 0.12% Reduce -0.4% 1,934 $751K
Wealth Alliance, LLC 0.08% Add +18.9% 1,931 $750K
Fiduciary Financial Group, LLC 0.14% Add +81.2% 1,913 $748K
Trivium Point Advisory, LLC 0.08% Add +132.9% 1,926 $748K
Main Street Research LLC 0.05% Reduce -98.0% 1,926 $748K
Bedel Financial Consulting, Inc. 0.10% Reduce -1.3% 1,923 $747K
Patriot Financial Group Insurance Agency, LLC 0.09% Add +0.6% 1,920 $745K
Capital Markets Trading UK LLP 0.84% New 1,914 $743K
Breakwater Capital Group 0.12% Add +4.0% 1,913 $743K
Thrive Wealth Management, LLC 0.12% Add +0.8% 1,904 $739K
Hall Laurie J Trustee 0.24% Reduce -30.4% 1,903 $739K
Bantamac Capital, LLC 0.26% Reduce -7.3% 1,900 $738K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.16% New 1,897 $736K
J2 Capital Management Inc 0.58% Add +54.5% 1,890 $734K
BlueSky Wealth Advisors, LLC 0.11% Reduce -2.7% 1,890 $734K
Opal Wealth Advisors, LLC 0.20% Add +10.6% 1,885 $732K
Centurion Wealth Management LLC 0.21% Add +4.0% 1,883 $731K
Carret Asset Management, LLC 0.08% Reduce -0.5% 1,881 $730K
AlphaStar Capital Management, LLC 0.05% New 1,880 $730K
Garner Asset Management Corp 0.34% Reduce -18.2% 1,874 $727K
McAdam, LLC 0.04% Add +1.6% 1,872 $727K
Pines Wealth Management, LLC 0.26% Add +19.1% 1,825 $726K
Firethorn Wealth Partners, LLC 0.31% Add +0.1% 1,869 $725K
Capital Insight Partners, LLC 0.13% Reduce -2.6% 1,868 $725K
Smith Chas P & Associates Pa Cpas 0.04% Reduce -0.7% 1,868 $725K
Baldwin Wealth Partners LLC 0.05% Reduce -4.5% 1,867 $725K
Purkiss Capital Advisors LLC 0.40% Add +8.7% 1,866 $724K
Van Hulzen Asset Management, LLC 0.06% Add +28.6% 1,864 $724K
Deseret Mutual Benefit Administrators 0.34% No change 1,859 $722K
Gerber Kawasaki Wealth & Investment Management 0.03% Add +23.9% 1,856 $721K
Pacifica Partners Inc. 0.29% Add +3.5% 1,866 $718K
Copperwynd Financial, LLC 0.18% Reduce -26.2% 1,849 $718K
Fiera Capital Corp 0.00% New 1,845 $716K
Summit Financial Strategies, Inc. 0.07% Reduce -1.8% 1,845 $716K
Westmount Partners, LLC 0.20% Add +0.2% 1,838 $713K
Raleigh Capital Management Inc. 0.30% Reduce -4.4% 1,837 $713K
Vicus Capital 0.06% Add +18.2% 1,836 $713K
Woodley Farra Manion Portfolio Management Inc. 0.03% Reduce -4.8% 1,829 $710K
Impact Capital Partners LLC 0.23% Add +5.7% 1,825 $708K
OneAscent Wealth Management LLC 0.26% Add +8.8% 1,821 $707K
Fagan Associates, Inc. 0.11% Reduce -4.0% 1,820 $707K
Strategic Investment Advisors / MI 0.07% Add +7.1% 1,816 $705K
Meriwether Wealth & Planning, LLC 0.44% Reduce -0.2% 1,815 $705K
Aft, Forsyth & Company, Inc. 0.36% No change 1,815 $705K
CTC Alternative Strategies, Ltd. 0.61% New 1,810 $703K
Lakewood Asset Management LLC 0.47% Add +0.1% 1,803 $700K
Worth Financial Advisory Group, LLC 0.43% Reduce -9.4% 1,803 $700K
Aprio Wealth Management, LLC 0.08% Reduce -8.1% 1,800 $699K
Violich Capital Management, Inc. 0.10% New 1,800 $699K
Paulson Wealth Management Inc. 0.18% Reduce -4.4% 1,794 $696K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Reduce -38.1% 1,806 $696K
Operose Advisors LLC 0.20% Add +0.2% 1,789 $695K
Benchmark Wealth Management, LLC 0.31% Add +0.1% 1,788 $694K
Lakeside Advisors, INC. 0.45% No change 1,786 $693K
TFG Advisers LLC 0.24% Add +0.1% 1,785 $693K
Taylor Financial Group, Inc. 0.43% Reduce -1.4% 1,779 $691K
Sanders Morris Harris LLC 0.16% No change 1,775 $689K
Mine & Arao Wealth Creation & Management, LLC. 0.31% Add +0.2% 1,774 $689K
Lakeridge Wealth Management LLC 0.32% Add +0.1% 1,771 $688K
Union Savings Bank 0.32% Reduce -5.5% 1,566 $686K
Moment Partners, LLC 0.13% No change 1,760 $683K
Bensler, LLC 0.08% Reduce -2.3% 1,757 $682K
Grove Bank & Trust 0.08% Reduce -2.0% 1,751 $680K
Raab & Moskowitz Asset Management LLC 0.16% Add +0.6% 1,746 $678K
Argus Investors' Counsel, Inc. 0.48% No change 1,745 $677K
LifeSteps Financial, Inc. 0.47% Add +0.6% 1,744 $677K
Florida Financial Advisors, LLC 0.16% Add +128.0% 1,728 $676K
ICONIQ Capital, LLC 0.01% Add +18.3% 1,740 $675K
Cornerstone Advisory, LLC 0.07% Add +2.3% 1,738 $675K
Lafayette Investments, Inc. 0.14% No change 1,736 $674K
Landaas & Co. /Wi 0.16% Add +17.9% 1,733 $673K
Capital Square, LLC 0.36% Reduce -0.1% 1,653 $671K
Abacus Wealth Partners, LLC 0.10% Add +2.8% 1,728 $671K
Davis Investment Partners, LLC 0.24% Reduce -18.5% 1,716 $671K
Obsidian Personal Planning Solutions LLC 0.27% Add +6.9% 1,726 $670K
Base Wealth Management LLC 0.43% No change 1,724 $669K
Continuum Advisory, LLC 0.08% Add +27.4% 1,723 $669K
Elevation Point Wealth Partners, LLC 0.05% Reduce -0.9% 1,723 $669K
Watts Gwilliam & Co., LLC 0.11% Add +3.3% 1,429 $668K
Facet Wealth, Inc. 0.02% Add +31.1% 1,524 $667K
Silvia McColl Wealth Management, LLC 0.48% Reduce -2.0% 1,717 $667K
Check Capital Management Inc. 0.04% No change 1,717 $667K
Accredited Investors Inc. 0.04% Reduce -25.0% 1,717 $666K
Sound Financial Strategies Group, LLC 0.56% Reduce -21.4% 1,715 $666K
Taylor Hoffman Capital Management LLC 0.23% No change 1,711 $664K
Wealth Quarterback LLC 0.31% Reduce -3.0% 1,705 $662K
Trinity Financial Advisors LLC 0.20% No change 1,700 $660K
Integrated Quantitative Investments LLC 0.19% New 1,700 $660K
Perennial Investment Advisors, LLC 0.06% Add +38.8% 1,699 $660K
ROI Financial Advisors, LLC 0.42% Add +4.2% 1,697 $659K
Ofc Financial Planning, LLC 0.70% No change 1,695 $658K
Diversify Wealth Management, LLC 0.04% Reduce -8.6% 1,594 $658K
YHB Investment Advisors, Inc. 0.05% Add +0.1% 1,694 $658K
Stonebridge Capital Advisors LLC 0.05% Reduce -4.8% 1,689 $656K
Appleton Partners Inc. 0.05% Reduce -4.6% 1,687 $655K
Woodstock Corp. 0.06% Reduce -17.1% 1,687 $655K
Citizens Business Bank 0.13% Add +2.1% 1,686 $655K
Athena Investment Management 0.37% No change 1,684 $654K
Townsend Asset Management Corp. /NC/ 0.24% Reduce -16.5% 1,683 $653K
Investment Advisory Services Inc. /TX 0.22% Add +24.2% 1,681 $653K
Arvest Bank Trust Division 0.04% Reduce -3.6% 1,681 $653K
Disciplined Investors, L.L.C. 0.51% Add +1.2% 1,681 $652K
ZEGA Investments, LLC 0.16% Reduce -19.7% 1,676 $651K
Barr E S & Co. 0.04% Reduce -6.9% 1,675 $650K
Harbour Trust & Investment Management Co 0.07% No change 1,674 $650K
Bryn Mawr Trust Advisors, LLC 0.04% Add +17.5% 1,673 $650K
Charis Legacy Partners, LLC 1.07% No change 1,670 $648K
Regal Investment Advisors LLC 0.05% Add +1.2% 1,670 $648K
Bigelow Investment Advisors, LLC 0.29% Add +2.9% 1,669 $648K
Novem Group 0.08% Reduce -7.8% 1,667 $647K
Redhawk Wealth Advisors, Inc. 0.08% Add +3.3% 1,663 $646K
Hilton Capital Management, LLC 0.05% No change 1,663 $646K
Opinicus Capital, Inc. 0.49% Add +162.7% 1,663 $645K
Ranch Capital Advisors Inc. 0.28% Add +0.1% 1,660 $644K
Sweeney & Michel, LLC 0.23% Add +0.1% 1,587 $644K
One Degree Advisors Inc 0.23% Add +2.4% 1,660 $644K
CHICAGO TRUST Co NA 0.09% Add +71.6% 1,656 $643K
Kozak & Associates, Inc. 0.13% Add +0.4% 1,598 $643K
Claris Financial LLC 0.48% Add +42.3% 1,654 $642K
PSI Advisors, LLC 0.32% Reduce -12.1% 1,653 $642K
Red Door Wealth Management, LLC 0.08% Reduce -18.7% 1,649 $640K
Whitaker-Myers Wealth Managers, LTD. 0.16% Add +16.3% 1,649 $640K
Tripletail Wealth Management, LLC 0.91% — 1,567 $639K
Kaydan Wealth Management, Inc. 0.21% Reduce -2.0% 1,643 $638K
Stokes Family Office, LLC 0.07% Reduce -1.5% 1,643 $638K
Abel Hall, LLC 0.29% New 1,641 $637K
SageView Advisory Group, LLC 0.02% Add +6.5% 1,469 $636K
Reliant Investment Partners, LLC 0.55% Reduce -2.0% 1,636 $635K
Liberty Square Wealth Partners LLC 0.22% No change 1,636 $635K
Coastal Bridge Advisors, LLC 0.05% New 1,634 $634K
Relyea Zuckerberg Hanson LLC 0.07% Reduce -2.9% 1,633 $634K
Frisch Financial Group, Inc. 0.15% Reduce -0.8% 1,627 $632K
Gould Asset Management LLC 0.12% Reduce -1.8% 1,625 $631K
Cornerstone Select Advisors, LLC 0.55% Reduce -4.7% 1,620 $629K
Jeppson Wealth Management, LLC 0.22% Reduce -0.1% 1,617 $628K
Advisory Resource Group 0.12% Reduce -1.3% 1,617 $628K
Wagner Wealth Management, LLC 0.14% Add +84.2% 1,615 $627K
LCNB Corp. 0.22% Reduce -17.4% 1,612 $626K
Orrstown Financial Services Inc. 0.13% Reduce -32.8% 1,611 $625K
New Republic Capital, LLC 0.22% Reduce -1.1% 1,609 $625K
Challenger Wealth Management 0.43% Add +0.4% 1,607 $624K
TFB Advisors LLC 0.16% Add +6.5% 1,607 $624K
Vishria Bird Financial Group, LLC 0.21% No change 1,607 $624K
Peoples Bank 0.42% No change 1,603 $622K
Cooper/Haims Advisors, LLC 0.31% Reduce -2.1% 1,601 $622K
Pursue Wealth Partners LLC 0.35% No change 1,600 $621K
Pacific Point Advisors, LLC 0.34% No change 1,600 $621K
Militia Capital Partners, LP 0.29% New 1,600 $621K
WESCAP Management Group, Inc. 0.14% No change 1,600 $621K
Camden National Bank 0.09% Reduce -1.0% 1,600 $621K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.02% No change 1,600 $621K
Canal Capital Management, LLC 0.10% Add +4.2% 1,600 $621K
Baker Ellis Asset Management LLC 0.09% No change 1,597 $620K
Congress Park Capital LLC 0.20% Add +30.7% 1,595 $619K
WealthTrust Axiom LLC 0.18% Reduce -1.1% 1,595 $619K
Everpar Advisors LLC 0.28% Add +14.7% 1,594 $619K
Stonebridge Financial Group, LLC 0.06% Add +2.0% 1,593 $618K
Mustard Seed Financial, LLC 0.45% No change 1,592 $618K
Quent Capital, LLC 0.06% Add +2.6% 1,591 $618K
McGowan Group Asset Management, Inc. 0.08% Add +0.1% 1,591 $617K
Smart Portfolios, LLC 0.62% Reduce -0.9% 1,588 $616K
Kohmann Bosshard Financial Services, LLC 0.07% No change 1,582 $614K
Charter Oak Capital Management, LLC 0.05% Reduce -10.7% 1,581 $614K
Keystone Wealth Services, LLC 0.15% Add +0.4% 1,581 $614K
Ameriflex Group, Inc. 0.32% Reduce -63.8% 1,606 $613K
Compass Capital Corp. /Ma/ 0.29% Add +40.3% 1,504 $613K
Transcendent Capital Group LLC 0.31% New 1,578 $613K
Balefire, LLC 0.13% Add +16.6% 1,576 $612K
Meadow Creek Wealth Advisors LLC 0.41% Reduce -2.2% 1,573 $611K
SeaBridge Investment Advisors LLC 0.11% No change 1,565 $608K
Vertex Planning Partners, LLC 0.13% Add +0.7% 1,564 $607K
Readystate Asset Management LP 0.05% New 1,564 $607K
Victory Financial Group, LLC 0.10% Add +115.3% 1,561 $606K
Axq Capital, LP 0.20% Add +55.8% 1,560 $606K
Capital Analysts, LLC 0.02% Add +5.3% 1,559 $605K
Reyes Financial Architecture, Inc. 0.52% Add +18.2% 1,553 $603K
Arcataur Capital Management LLC 0.19% No change 1,552 $603K
Linscomb Wealth, Inc. 0.03% Add +2.5% 1,552 $603K
Rosenberg Matthew Hamilton 0.14% Add +9.8% 1,551 $602K
Laffer Tengler Investments, Inc. 0.13% Add +70.1% 1,551 $602K
Quantum Financial Advisors, LLC 0.08% No change 1,550 $602K
Signature Estate & Investment Advisors LLC 0.01% Reduce -7.9% 1,547 $600K
Burton Enright Welch 0.10% Add +7.7% 1,546 $600K
Sentry Investment Management LLC 0.33% No change 1,519 $599K
Petros Family Wealth, LLC 0.55% Add +10.4% 1,542 $599K
SAM Advisors, LLC 0.21% No change 1,540 $598K
Affinity Capital Advisors, LLC 0.10% Add +0.3% 1,540 $598K
LVW Advisors, LLC 0.07% Reduce -28.3% 1,538 $597K
Tectonic Advisors LLC 0.03% Add +0.4% 1,536 $596K
McBroom & Associates, LLC 0.34% No change 1,806 $596K
Strategic Equity Management 0.22% No change 1,526 $592K
MFA Wealth Services 0.44% Add +0.1% 1,523 $591K
Alteri Wealth LLC 0.23% Add +2.5% 1,522 $591K
Sfmg, LLC 0.04% Reduce -13.5% 1,501 $583K
Rbo & Co. LLC 0.09% No change 1,500 $582K
Fractal Investments LLC 0.08% No change 1,500 $582K
XTX Topco Ltd 0.02% Reduce -60.1% 1,500 $582K
Chickasaw Capital Management LLC 0.02% No change 1,500 $582K
Comprehensive Financial Consultants Institutional, Inc. 0.19% Add +0.9% 1,496 $581K
Clearstead Trust, LLC 0.11% Reduce -12.4% 1,495 $580K
GWN Securities Inc. 0.11% Reduce -92.5% 1,481 $578K
Empirical Asset Management, LLC 0.18% Reduce -1.5% 1,485 $576K
PBMares Wealth Management LLC 0.11% Reduce -4.2% 1,482 $575K
Acas, LLC 0.39% Add +0.9% 1,389 $574K
Leisure Capital Management 0.22% No change 1,478 $574K
Lazari Capital Management, Inc. 0.22% Add +0.2% 1,477 $573K
Cromwell Holdings LLC 0.35% No change 1,476 $573K
Blueshift Asset Management, LLC 0.18% Reduce -47.1% 1,476 $573K
Acima Private Wealth, LLC 0.19% No change 1,473 $572K
Koss-Olinger Consulting, LLC 0.05% Reduce -0.3% 1,469 $570K
Silver Coast Investments LLC 0.21% Add +34.8% 1,468 $570K
West Paces Advisors Inc. 0.12% No change 1,467 $570K
Spirepoint Private Client, LLC 0.06% Add +0.8% 1,467 $570K
Hills Bank & Trust Co 0.04% Add +17.4% 1,467 $570K
Hara Capital LLC 0.35% No change 1,465 $569K
Morse Asset Management, Inc 0.13% Reduce -0.7% 1,464 $568K
Mirador Capital Partners LP 0.09% No change 1,460 $567K
Aspen Grove Capital, LLC 0.10% Add +117.4% 1,452 $564K
Pinnacle Financial Group, LLC / IL 0.19% Add +17.8% 1,451 $563K
Insight Advisors, LLC/ PA 0.09% Add +0.1% 1,448 $562K
Nadler Financial Group, Inc. 0.06% No change 1,446 $561K
Wendell David Associates Inc. 0.06% No change 1,443 $560K
Channel Wealth LLC 0.16% No change 1,441 $559K
Seed Wealth Management, Inc. 0.42% No change 1,440 $559K
Summit Wealth Group LLC / Co. 0.14% — 1,440 $559K
Virtue Capital Management, LLC 0.10% Reduce -35.3% 1,440 $559K
Sanchez Wealth Management Group 0.13% Reduce -5.6% 1,438 $558K
Financial Partners Group, Inc 0.08% Reduce -6.0% 1,436 $558K
CarsonAllaria Wealth Management, Ltd. 0.30% No change 1,434 $557K
Arax Advisory Partners 0.03% Add +7.8% 1,150 $555K
Sepio Capital, LP 0.04% Reduce -5.7% 1,420 $552K
Retirement Planning Group, LLC 0.02% Add +1.1% 1,421 $551K
Liberty Wealth Management LLC 0.09% Add +52.9% 1,420 $551K
Range Financial Group LLC 0.22% Add +1.8% 1,412 $548K
Hardin Capital Partners, LLC 0.32% Add +4.1% 1,402 $548K
Blankinship & Foster, LLC 0.13% No change 1,411 $548K
Firestone Capital Management 0.13% Add +1.1% 1,407 $546K
Palogic Value Management, L.P. 0.23% Add +38.5% 1,406 $546K
Millington Financial Advisors, LLC 0.28% Add +1.3% 1,274 $545K
Elwood & Goetz Wealth Advisory Group, LLC 0.12% Add +23.1% 1,401 $544K
Ironwood Investment Management LLC 0.26% No change 1,400 $543K
Avity Investment Management Inc. 0.04% Reduce -1.8% 1,400 $543K
Center For Asset Management LLC 0.34% Reduce -0.1% 1,497 $543K
BankPlus Wealth Management LLC 0.36% Add +1.4% 1,393 $541K
Grant Street Asset Management, Inc. 0.12% No change 1,394 $541K
First National Corp. /Ma/ 0.11% No change 1,394 $541K
4WEALTH Advisors, Inc. 0.56% Reduce -0.7% 1,391 $540K
MUFG Securities EMEA plc 0.02% New 1,390 $540K
apricus wealth, LLC 0.31% No change 1,389 $539K
Apollon Financial, LLC 0.11% Reduce -1.4% 1,387 $538K
Mengis Capital Management, Inc. 0.11% Reduce -0.1% 1,385 $538K
Baker Tilly Wealth Management, LLC 0.19% Add +11.1% 1,383 $537K
MRA Advisory Group 0.25% No change 1,383 $537K
Fca Corp. 0.16% Add +72.8% 1,382 $537K
JB Capital LLC 0.03% Add +50.5% 1,380 $536K
Planning Alternatives Ltd. 0.07% Add +0.5% 1,374 $533K
Capital Advisors Wealth Management, LLC 0.08% Add +3.5% 1,373 $533K
Carrera Capital Advisors 0.11% Reduce -1.6% 1,371 $532K
Tumwater Wealth Management, LLC 0.25% Add +3.9% 1,368 $531K
Planning Center, Inc. 0.06% Add +3.3% 1,367 $531K
Buck Wealth Strategies, LLC 0.08% Reduce -56.0% 1,364 $530K
Traveka Wealth, LLC 0.28% Add +12.2% 1,363 $529K
Basepoint Wealth LLC 0.41% Reduce -0.1% 1,359 $527K
Sendero Wealth Management, LLC 0.07% Add +0.4% 1,357 $527K
Enterprise Financial Services Corp 0.28% Reduce -1.6% 1,355 $526K
Thomas Story & Son LLC 0.20% No change 1,350 $524K
First Pacific Financial 0.08% Add +3.1% 1,349 $524K
B.O.S.S. Retirement Advisors, LLC 0.13% New 1,348 $523K
Waterloo Capital, L.P. 0.04% Add +28.8% 1,348 $523K
Coyle Financial Counsel LLC 0.14% Reduce -0.1% 1,347 $523K
Signal Advisors Wealth, LLC 0.04% Reduce -68.4% 1,344 $522K
United Bank 0.06% Reduce -16.1% 1,342 $521K
Fi3 FINANCIAL ADVISORS, LLC 0.19% Add +0.8% 1,341 $521K
Wealth Management Associates, Inc. 0.20% Add +4.1% 1,340 $520K
SJS Investment Consulting Inc. 0.08% Reduce -1.1% 1,339 $520K
Rockingstone Advisors LLC 0.27% No change 1,336 $519K
VeraBank, N.A. 0.10% No change 1,336 $519K
McMill Wealth Management 0.17% Add +0.1% 1,331 $517K
Accel Wealth Management 0.17% Add +16.8% 1,331 $517K
JT Stratford LLC 0.08% Add +11.8% 1,327 $515K
Braun-Bostich & Associates Inc. 0.35% Add +4.9% 1,325 $514K
Intellus Advisors LLC 0.08% Add +5.8% 1,320 $513K
Next Level Private LLC 0.17% No change 1,320 $512K
Trustco Bank Corp. N Y 0.50% Add +17.9% 1,318 $512K
Hollencrest Capital Management 0.02% Add +9.2% 1,318 $512K
Towne Trust Company, N.A 0.18% Add +8.2% 1,317 $511K
Interchange Capital Partners, LLC 0.12% Reduce -2.8% 1,316 $511K
Westshore Wealth, LLC 0.20% Add +0.1% 1,316 $511K
Birchcreek Wealth Management, LLC 0.29% Reduce -0.4% 1,314 $510K
Alpine Bank Wealth Management 0.08% Add +104.0% 1,314 $510K
Convergence Financial, LLC 0.09% Add +45.3% 1,312 $509K
Petix & Botte Co 0.13% No change 1,312 $509K
Curbstone Financial Management Corp 0.10% Reduce -27.2% 1,312 $509K
First Financial Corp. 0.23% No change 1,308 $508K
Schulhoff & Co. Inc. 0.22% No change 1,305 $507K
GM Advisory Group, LLC 0.03% New 1,304 $506K
Friday Financial 0.26% New 1,303 $506K
Finivi Inc. 0.34% Add +1.5% 1,302 $505K
CYBER HORNET ETFs LLC 0.36% Reduce -1.4% 1,302 $505K
Ramsay, Stattman, Vela & Price, Inc. 0.09% Reduce -0.7% 1,300 $505K
ICICI Prudential Asset Management Co Ltd 0.06% New 1,300 $505K
Perpetual Ltd 0.01% Reduce -23.5% 1,300 $505K
Davidson Investment Advisors 0.02% Add +8.5% 1,299 $504K
Leo Wealth, LLC 0.04% New 1,299 $504K
Daner Wealth Management, LLC 0.35% — 1,221 $504K
Baron Wealth Management LLC 0.18% Reduce -1.7% 1,297 $504K
Verity Asset Management, Inc. 0.24% Reduce -40.6% 1,295 $503K
Haven Private, LLC 0.22% New 1,295 $503K
RMR Wealth Builders 0.05% Reduce -15.5% 1,292 $502K
Garden State Investment Advisory Services LLC 0.14% Add +3.5% 1,288 $501K
Beacon Capital Management, LLC 0.07% Reduce -14.8% 1,291 $501K
Elser Financial Planning, Inc 0.63% Reduce -2.6% 1,291 $501K
MCF Advisors LLC 0.03% Reduce -0.2% 1,287 $500K
Advus Financial Partners, LLC 0.13% Add +3.0% 1,282 $498K
Bangor Savings Bank 0.04% Add +2.8% 1,282 $498K
Rise Advisors, LLC 0.20% Reduce -4.0% 1,281 $497K
FSA Advisors, Inc. 0.40% Reduce -19.5% 1,280 $497K
Oliver Luxxe Assets LLC 0.09% Reduce -2.3% 1,280 $497K
Clarion Wealth Managment Partners, LLC 0.54% — 1,278 $496K
David J Yvars Group 0.29% New 1,278 $496K
Forbes J M & Co. LLP 0.05% Reduce -19.7% 1,277 $496K
Alpha Family Trust 0.24% No change 1,270 $493K
Sunflower Bank, N.A. 0.12% Reduce -6.4% 1,268 $492K
Destination Wealth Management 0.01% Add +6.1% 1,267 $492K
Warther Private Wealth, LLC 0.13% Reduce -22.9% 1,266 $492K
Davidson Trust Co. 0.23% Reduce -7.5% 1,262 $490K
Intrua Financial, LLC 0.07% Add +56.8% 1,262 $490K
TBH Global Asset Management, LLC 0.10% Reduce -18.1% 1,261 $490K
Northwest Bancshares, Inc. 0.09% No change 1,260 $489K
ICW Investment Advisors LLC 0.19% Add +7.2% 1,259 $489K
White Knight Strategic Wealth Advisors, LLC 0.42% Add +5.7% 1,258 $488K
Bridgewealth Advisory Group, LLC 0.12% New 1,257 $488K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -2.9% 1,256 $488K
Evanson Asset Management, LLC 0.03% No change 1,250 $485K
Waters Parkerson & Co., LLC 0.02% Reduce -3.9% 1,248 $484K
LFA - Lugano Financial Advisors SA 0.29% No change 1,250 $483K
Ransom Advisory, Ltd 0.23% Reduce -3.9% 1,245 $483K
S.A. Mason LLC 0.23% Add +0.5% 1,244 $483K
Greenline Partners, LLC 0.07% No change 1,242 $482K
Zions Bancorporation, National Association 0.03% Reduce -1.7% 1,242 $482K
Philip James Wealth Mangement, LLC 0.06% Add +0.1% 1,241 $482K
Vista Investment Partners LLC 0.14% Reduce -89.7% 1,238 $481K
Monarch Capital Management Inc. 0.13% No change 1,237 $480K
Clear Creek Financial Management, LLC 0.05% Reduce -2.6% 1,236 $480K
Core Alternative Capital 0.13% No change 1,235 $479K
Graves Light Lenhart Wealth, Inc. 0.06% Add +0.1% 1,233 $478K
Sandy Cove Advisors, LLC 0.17% Reduce -6.7% 1,232 $478K
WestHill Financial Advisors, Inc. 0.10% No change 1,232 $478K
Asset Planning,Inc 0.36% Add +13.2% 1,230 $478K
Kornitzer Capital Management Inc. 0.01% Reduce -1.8% 1,228 $477K
Gries Financial LLC 0.09% Add +1.5% 1,217 $472K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% Add +2.4% 1,216 $472K
Smith Shellnut Wilson LLC 0.20% Reduce -22.6% 1,216 $472K
Regatta Capital Group, LLC 0.08% Reduce -0.7% 1,210 $470K
Miller Financial Services LLC 0.60% Reduce -0.6% 1,209 $470K
Monte Financial Group, LLC 0.18% No change 1,208 $469K
First Nebraska Trust Co 0.04% No change 1,206 $468K
Mindset Wealth Management, LLC 0.15% Add +0.2% 1,204 $467K
Tower Wealth Partners, Inc. 0.28% Add +7.5% 1,203 $467K
CJM Wealth Advisers, Ltd. 0.16% Add +0.1% 1,202 $467K
Fairfield, Bush & Co. 0.26% No change 1,200 $466K
M1 Capital Management LLC 0.23% Reduce -11.8% 1,200 $466K
Five Oceans Advisors 0.20% Add +0.2% 1,200 $466K
Mogy Joel R Investment Counsel Inc. 0.03% No change 1,200 $466K
Integrated Investment Consultants, LLC 0.09% Reduce -0.4% 1,199 $465K
Gilman Hill Asset Management, LLC 0.08% No change 1,199 $465K
Northstar Financial Companies, Inc. 0.48% Reduce -3.5% 1,196 $464K
Meridian Financial Partners LLC 0.22% No change 1,194 $464K
Acorns Advisers, LLC 0.00% Add +18.4% 1,195 $464K
FSB Premier Wealth Management, Inc. 0.17% Add +2.1% 1,193 $463K
Kaizen Financial Strategies 0.24% Reduce -17.1% 1,191 $462K
Longview Financial Advisors LLC 0.29% No change 1,190 $462K
Boston Trust Walden Corp 0.00% Reduce -1.3% 1,189 $462K
Fingerlakes Wealth Management, Inc. 0.34% Add +0.3% 1,188 $461K
Trust Co of Kansas 0.22% No change 1,185 $460K
Armstrong, Fleming & Moore, Inc 0.25% New 1,184 $460K
E Fund Management Co., Ltd. 0.02% Reduce -81.0% 1,183 $459K
Meredith Wealth Planning 0.17% No change 1,180 $458K
Keb Asset Management, LLC 0.11% No change 1,179 $458K
FSM Wealth Advisors, LLC 0.07% Add +35.0% 1,169 $458K
Crews Bank & Trust 0.07% Add +16.0% 1,176 $457K
Optas, LLC 0.09% Add +8.5% 1,174 $456K
American Money Management, LLC 0.08% Reduce -5.2% 1,173 $455K
Canvas Wealth Advisors, LLC 0.09% Add +13.4% 1,052 $455K
Mowery & Schoenfeld Wealth Management, LLC 0.74% Reduce -14.6% 1,172 $455K
Ergawealth Advisors, Inc. 0.20% New 1,171 $455K
Aua Capital Management, LLC 0.27% No change 1,170 $454K
Archford Capital Strategies, LLC 0.06% Add +2.9% 1,170 $454K
Vista Investment Partners Ii, LLC 0.22% Reduce -84.7% 1,169 $454K
Fortress Private Ledger, LLC 0.21% Add +7.5% 1,167 $453K
Eagle Wealth Strategies LLC 0.25% No change 1,167 $453K
Morey & Quinn Wealth Partners, LLC 0.36% Add +5.9% 1,166 $453K
Keeler Thomas Management LLC 0.19% Reduce -86.0% 1,165 $452K
Brogan Financial, Inc. 0.20% Reduce -14.7% 1,158 $450K
TCFG Wealth Management, LLC 0.20% Reduce -0.4% 1,157 $449K
Legacy Financial Group LLC 0.06% Reduce -2.5% 1,154 $448K
Warwick Investment Management, Inc. 0.09% Reduce -1.1% 1,154 $448K
NorthStar Asset Management LLC 0.24% Add +18.5% 1,151 $447K
Alan B Lancz & Associates, Inc. 0.45% No change 1,150 $446K
Coastwise Capital Group, LLC 0.35% Reduce -7.7% 1,147 $445K
Sunbeam Capital Management, LLC 0.34% New 1,146 $445K
American State Bank (Iowa) 0.25% Add +20.8% 1,144 $444K
Foster Group, Inc. 0.02% Reduce -13.3% 1,142 $443K
BlueStem Wealth Partners, LLC 0.05% Reduce -0.9% 1,142 $443K
Annex Advisory Services, LLC 0.01% Reduce -12.8% 1,142 $443K
Compass Financial Group, INC 0.07% Add +0.3% 1,141 $443K
Summit X, LLC 0.08% Add +10.3% 1,131 $441K
Maxele Advisors, LLC 0.38% No change 1,134 $440K
Quadcap Wealth Management, LLC 0.06% No change 1,134 $440K
Gradient Capital Advisors, LLC 0.13% Reduce -10.3% 1,133 $440K
Formidable Asset Management, LLC 0.07% No change 1,332 $439K
CoreFirst Bank & Trust 0.25% Reduce -8.5% 1,131 $439K
Bay Capital Advisors, LLC 0.33% Reduce -0.3% 1,128 $438K
First Western Trust Bank 0.02% No change 1,128 $438K
LJI Wealth Management, LLC 0.08% Reduce -1.3% 1,125 $437K
Soundwatch Capital LLC 0.07% New 429,033 $436K
Strategic Wealth Partners, Ltd. 0.03% — 1,121 $435K
Spring Capital Management, LLC 0.23% No change 1,120 $435K
Laurel Wealth Advisors LLC 0.06% Reduce -5.5% 1,117 $434K
City National Bank of Florida 0.31% Reduce -0.5% 1,111 $431K
TrueMark Investments, LLC 0.09% New 1,109 $431K
Spectrum Planning & Advisory Services Inc. 0.28% New 1,106 $429K
Tandem Wealth Advisors LLC 0.21% Add +27.2% 1,105 $429K
WealthShield Partners, LLC 0.05% Reduce -5.6% 1,104 $429K
WealthPLAN Partners, LLC 0.07% Reduce -0.2% 1,102 $428K
VSM Wealth Advisory, LLC 0.14% Reduce -21.4% 1,102 $428K
SkyOak Wealth, LLC 0.09% No change 1,101 $427K
MRP Capital Investments, LLC 0.29% Reduce -22.8% 1,100 $427K
Royal Capital Wealth Management, LLC 0.28% No change 1,100 $427K
Cantor Fitzgerald Investment Advisors L.P. 0.03% No change 1,100 $427K
Full Sail Capital, LLC 0.02% Reduce -0.5% 1,100 $427K
STAR Financial Bank 0.27% Add +3.9% 1,099 $427K
Okabena Investment Services Inc. 0.09% Add +7.3% 1,095 $425K
Hengehold Capital Management LLC 0.04% Reduce -2.5% 1,092 $424K
Gradient Investments LLC 0.01% Reduce -0.6% 1,092 $424K
Agp Franklin, LLC 0.22% New 1,090 $423K
Financial Advisors, LLC 0.08% No change 1,090 $423K
Richmond Investment Services, LLC 0.09% New 1,089 $423K
Chesley Taft & Associates LLC 0.02% No change 1,087 $422K
VestGen Investment Management 0.30% Reduce -8.5% 1,086 $422K
Balboa Wealth Partners 0.08% Reduce -24.3% 1,085 $421K
Central Pacific Bank - Trust Division 0.06% Reduce -8.1% 1,084 $421K
Consilium Wealth Advisory, LLC 0.18% Reduce -1.7% 1,081 $420K
Wealth Dimensions Group, Ltd. 0.09% Add +8.7% 1,080 $419K
Jag Capital Management, LLC 0.05% Add +38.0% 1,079 $419K
Clarity Wealth Advisors, LLC 0.10% Reduce -0.5% 1,078 $419K
Silvant Capital Management LLC 0.02% No change 1,076 $418K
Aspire Growth Partners LLC 0.34% Add +0.4% 1,075 $417K
Greenwood Capital Associates LLC 0.05% No change 1,074 $417K
Eaton Financial Holdings Company, LLC 0.13% New 1,074 $417K
Versant Capital Management, Inc 0.06% Reduce -26.3% 1,073 $417K
DeDora Capital, Inc. 0.11% Add +8.2% 1,072 $416K
Adamsbrown Wealth Consultants LLC 0.12% New 1,069 $415K
49 Wealth Management, LLC 0.04% Add +5.2% 1,066 $414K
Ring Mountain Capital, LLC 0.25% No change 1,000 $414K
Pettyjohn, Wood & White, Inc. 0.07% No change 1,065 $413K
Security National Bank of Sioux City Iowa 0.29% Add +23.1% 1,064 $413K
Meridian Wealth Advisors, LLC 0.07% No change 1,063 $413K
SYM FINANCIAL Corp 0.05% Add +5.9% 1,062 $412K
NTV Asset Management LLC 0.05% Add +0.1% 1,060 $411K
Verum Partners LLC 0.09% Add +2.5% 1,059 $411K
Chilton Investment Co. Inc. 0.01% New 1,059 $411K
Crowley Wealth Management, Inc. 0.37% Reduce -7.4% 1,057 $410K
Miller Wealth Advisors, LLC 0.19% No change 1,056 $410K
Kelleher Financial Advisors 0.14% Reduce -0.1% 1,056 $410K
Onyx Financial Advisors, LLC 0.19% Add +0.4% 1,055 $410K
Wallace Advisory Group, LLC 0.30% Reduce -10.4% 1,242 $410K
AXS Investments LLC 0.17% Reduce -36.2% 1,054 $409K
Antonelli Financial Advisors, LLC 0.30% No change 1,053 $409K
First Community Trust NA 0.33% No change 1,050 $408K
Rockline Wealth Management, LLC 0.10% Reduce -6.9% 1,049 $407K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.15% No change 1,048 $407K
Financial Perspectives, Inc 0.12% No change 1,048 $407K
Phillips Wealth Planners LLC 0.37% Add +2.2% 1,028 $405K
First Hawaiian Bank 0.06% No change 1,044 $405K
Global Assets Advisory, LLC 0.16% Reduce -47.0% 1,034 $404K
Register Financial Advisors LLC 0.18% No change 1,038 $403K
Elgethun Capital Management 0.08% Reduce -2.7% 1,038 $403K
Joule Financial, LLC 0.13% Reduce -10.3% 1,037 $403K
LBMC Investment Advisors, LLC 0.03% No change 1,036 $402K
DF Dent & Co. Inc. 0.01% Add +36.3% 1,036 $402K
Lynx Investment Advisory 0.26% Add +0.6% 1,034 $401K
Smallwood Wealth Investment Management, LLC 0.23% No change 1,028 $399K
North Berkeley Wealth Management, LLC 0.37% Reduce -42.9% 1,028 $399K
Centric Wealth Management 0.10% Add +3.8% 957 $399K
Private Wealth Partners, LLC 0.03% Reduce -8.9% 1,027 $399K
N.E.W. Advisory Services LLC 0.04% Reduce -7.1% 1,027 $399K
Bender Robert & Associates 0.09% Reduce -3.8% 1,024 $398K
HORAN Wealth, LLC 0.12% — 1,023 $397K
Wealthspire Retirement, LLC 0.03% Add +1.1% 1,022 $397K
Highview Capital Management LLC 0.15% No change 1,020 $396K
WNY Asset Management, LLC 0.04% Add +38.2% 1,020 $396K
Ledgewood Wealth Advisors, LLC 0.25% No change 1,017 $395K
Arbor Investment Advisors, LLC 0.05% Reduce -0.3% 1,017 $395K
Hutchinson Capital Management 0.07% Reduce -0.1% 1,016 $394K
Alesco Advisors, LLC, An ESL Co 0.01% Reduce -8.9% 1,014 $394K
Good Steward Wealth Advisors,LLC 0.31% Add +0.5% 1,013 $393K
Syntegra Private Wealth Group, LLC 0.04% Add +3.7% 1,013 $393K
Dover Advisors, LLC 0.17% Add +7.3% 1,012 $393K
D'Orazio & Associates, Inc. 0.06% Add +2.7% 1,012 $393K
SPC Financial, Inc. 0.03% No change 1,011 $393K
Vigilare Wealth Management 0.15% Add +53.0% 1,011 $392K
Exchange Capital Management, Inc. 0.06% Add +7.8% 1,011 $392K
Cary Street Partners Investment Advisory LLC 0.19% Add +4.0% 1,009 $392K
Angeles Wealth Management, LLC 0.03% Add +1.3% 1,009 $392K
Cookson Peirce & Co. Inc. 0.02% Reduce -10.4% 1,009 $392K
Family Capital Management, Inc. 0.21% Add +23.5% 1,008 $391K
Financial Advisors Network, Inc. 0.06% Reduce -8.8% 1,006 $391K
Vestia Personal Wealth Advisors 0.27% Add +3.2% 1,006 $390K
Leigh Baldwin & Co., LLC 0.26% Add +30.7% 1,005 $390K
CWS Financial Advisors, LLC 0.11% Reduce -23.0% 1,004 $390K
Dale Q Rice Investment Management Ltd 0.32% Reduce -50.0% 944 $390K
Baker Boyer National Bank 0.13% No change 1,001 $389K
Prodigy Asset Management LLC 0.25% No change 1,000 $388K
Merrion Investment Management Co, LLC 0.25% No change 1,000 $388K
Intact Investment Management Inc. 0.01% New 1,000 $388K
Stonebrook Private Inc. 0.09% Reduce -8.7% 998 $387K
Moloney Securities Asset Management, LLC 0.05% Add +9.6% 998 $387K
Catalina Capital Group, LLC 0.26% Reduce -20.0% 990 $384K
Arcus Capital Partners, LLC 0.17% Add +3.5% 990 $384K
Fragasso Financial Advisors Inc 0.03% Add +9.3% 989 $384K
Manchester Capital Management LLC 0.05% Reduce -18.8% 988 $384K
Nautilus Advisors LLC 0.28% No change 988 $383K
Prentice Wealth Management LLC 0.10% Reduce -23.6% 987 $383K
Home Federal Bank of Tennessee 0.11% Reduce -55.0% 984 $382K
Foster Dykema Cabot & Partners, LLC 0.03% No change 984 $382K
Commonwealth Financial Services, LLC 0.07% Add +1.6% 984 $382K
PCG Asset Management, LLC 0.33% Add +6.5% 980 $380K
Kelly Lawrence W & Associates Inc. 0.10% No change 979 $380K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +19.8% 980 $380K
Chiron Capital Management, LLC 0.33% New 977 $379K
Plante Moran Financial Advisors, LLC 0.03% Reduce -1.2% 977 $379K
Central Valley Advisors, LLC 0.13% No change 977 $379K
RW Investment Management LLC 0.04% Add +56.2% 976 $379K
Wealth Management Nebraska 0.05% No change 984 $379K
Washington Trust Bank 0.03% Reduce -8.8% 973 $378K
MJP Associates Inc. 0.06% Reduce -6.2% 971 $377K
Centerpoint Advisory Group 0.33% Reduce -4.9% 970 $377K
Vision Capital Management, Inc. 0.05% Add +18.3% 970 $377K
Uniting Wealth Partners, LLC 0.15% No change 969 $376K
Apexium Financial, LP 0.02% Add +2.3% 967 $375K
Seamount Financial Group Inc. 0.19% New 962 $374K
First Interstate Bank 0.02% No change 960 $373K
Hamilton Capital Partners Inc. 0.02% Add +77.8% 960 $373K
Aventura Private Wealth, LLC 0.16% Add +3.9% 957 $372K
State of Wyoming 0.05% Reduce -48.2% 956 $371K
Old North State Trust, LLC 0.25% Add +8.2% 955 $371K
WMG Financial Advisors, LLC 0.14% Add +12.5% 955 $371K
Citizens & Northern Corp. 0.10% Add +2.0% 951 $369K
Mount Vernon Associates Inc. 0.27% No change 950 $369K
Abbot Financial Management, Inc. 0.17% No change 950 $369K
Magnolia Capital Advisors LLC 0.09% Add +6.8% 949 $368K
Verus Financial Partners, Inc. 0.04% No change 914 $368K
Sivia Capital Partners, LLC 0.13% Reduce -17.7% 947 $368K
O'ROURKE & COMPANY, Inc 0.17% Add +0.2% 946 $367K
360 Financial, Inc. 0.12% No change 945 $367K
GeoWealth Management, LLC 0.01% Reduce -67.6% 942 $366K
Eagle Capital Management, LLC 0.16% No change 939 $365K
Master's Wealth Management Inc. 0.17% Reduce -11.1% 938 $364K
Community Trust & Investment Co. 0.02% Reduce -8.0% 938 $364K
Advantage Trust Co 0.18% Add +65.3% 937 $364K
Bouchey Financial Group, Ltd. 0.03% Add +17.4% 936 $363K
James J. Burns & Company, LLC 0.06% Add +2.6% 935 $363K
First United Bank & Trust 0.13% Reduce -1.6% 935 $363K
Wedgewood Investors Inc. 0.42% No change 933 $362K
American Institute for Advanced Investment Management, LLP 0.26% Reduce -7.5% 930 $361K
Great Diamond Partners, LLC 0.08% New 930 $361K
Southland Equity Partners LLC 0.08% Add +3.3% 929 $361K
Crane Advisory, LLC 0.06% Reduce -12.6% 886 $360K
Chico Wealth RIA 0.28% Add +23.6% 926 $359K
Hutchens & Kramer Investment Management Group, LLC 0.16% Reduce -1.1% 918 $359K
Strategic Financial Concepts, LLC 0.05% Add +28.2% 909 $359K
Manchester Financial Inc. 0.07% No change 924 $359K
United Community Bank 0.12% Reduce -13.1% 923 $358K
Anchor Capital Advisors LLC 0.01% No change 922 $358K
Legacy Financial Group, Inc. 0.11% Reduce -18.6% 921 $357K
Carmel Capital Partners, LLC 0.12% Reduce -11.7% 917 $356K
Red Mountain Financial, LLC 0.39% Add +16.4% 916 $356K
Van Cleef Asset Management,Inc 0.04% No change 915 $355K
Moss Adams Wealth Advisors LLC 0.03% Reduce -23.8% 912 $354K
Signature Resources Capital Management, LLC 0.22% No change 912 $354K
Key Client Fiduciary Advisors, LLC 0.15% Reduce -3.5% 912 $354K
West Wealth Group, LLC 0.09% Add +25.9% 826 $353K
Novare Capital Management LLC 0.03% No change 910 $353K
AlphaQuest LLC 0.03% Reduce -89.7% 909 $353K
Heritage Financial Services, LLC 0.03% Reduce -7.2% 909 $353K
United Advisor Group, LLC 0.06% Add +8.5% 908 $352K
SMART Wealth LLC 0.11% Reduce -64.1% 908 $352K
Bingham Private Wealth, LLC 0.34% Reduce -2.5% 907 $352K
Catalyst Capital Advisors LLC 0.01% Add +72.1% 907 $352K
Avantra Family Wealth, Inc. 0.29% No change 905 $351K
Crestmont Private Wealth LLC 0.13% Add +0.3% 905 $351K
Inspirion Wealth Advisors, LLC 0.05% Reduce -5.0% 904 $351K
Winslow Asset Management Inc. 0.07% Reduce -1.1% 905 $351K
Foster Victor Wealth Advisors, LLC 0.02% Add +1.4% 870 $350K
HTG Investment Advisors, Inc. 0.13% No change 900 $349K
Mullaney, Keating & Wright, Inc. 0.23% No change 900 $349K
1834 Investment Advisors Co. 0.04% No change 900 $349K
Cohen & Steers, Inc. 0.00% Add +34.3% 900 $349K
Severin Investments, LLC 0.33% Reduce -56.5% 898 $349K
Smith Thornton Advisors LLC 0.20% No change 896 $348K
Old Second National Bank of Aurora 0.08% Reduce -20.1% 893 $347K
Spartan Planning & Wealth Management 0.30% New 892 $346K
Chemistry Wealth Management LLC 0.07% No change 891 $346K
MinichMacGregor Wealth Management, LLC 0.07% Reduce -2.3% 890 $346K
Costello Asset Management, INC 0.13% No change 890 $346K
Keebeck Wealth Management 0.05% Add +1.0% 889 $345K
HBW Advisory Services LLC 0.04% Add +10.7% 887 $344K
Pekin Hardy Strauss, Inc. 0.04% Add +12.7% 886 $344K
Mayfair Advisory Group, LLC 0.16% Reduce -2.3% 825 $343K
Hamilton Capital, LLC 0.02% Reduce -1.4% 882 $342K
Requisite Capital Management, LLC 0.07% Add +0.3% 880 $342K
JSF Financial, LLC 0.08% Reduce -4.9% 880 $342K
Eclectic Associates Inc. 0.07% Reduce -0.2% 878 $341K
Waterford Advisors, LLC 0.13% Add +848.2% 8,316 $340K
HF Advisory Group, LLC 0.13% Add +19.0% 877 $340K
Adams Wealth Management 0.06% No change 876 $340K
CacheTech Inc. 0.06% No change 876 $340K
BXM Wealth LLC 0.40% Add +5.2% 874 $339K
Strategies Wealth Advisors, LLC 0.04% Reduce -0.9% 874 $339K
Caitlin John, LLC 0.31% New 873 $339K
Wall Street Financial Group, Inc. 0.31% New 873 $339K
LifePlan Financial, LLC 0.28% Reduce -0.7% 873 $339K
Wedge Capital Management L L P 0.01% Reduce -4.8% 873 $339K
Medallion Wealth Advisors, LLC 0.13% No change 866 $338K
Ballew Advisors, Inc 0.20% Reduce -3.3% 849 $338K
Burling Wealth Partners, LLC 0.06% Reduce -10.3% 870 $338K
Cullen Capital Management, LLC 0.00% No change 869 $337K
GW Henssler & Associates Ltd. 0.02% Reduce -14.8% 867 $337K
GEM Asset Management, LLC 0.17% Add +32.2% 858 $336K
Holland Advisory Services, Inc. 0.49% Add +0.1% 864 $335K
Madison Wealth Partners, Inc 0.07% No change 863 $335K
Holistic Financial Partners 0.15% Add +11.5% 861 $334K
Jupiter Wealth Management LLC 0.17% No change 808 $334K
Barlow Wealth Partners, LLC 0.04% No change 836 $333K
Wescott Financial Advisory Group, LLC 0.03% Add +1.8% 856 $332K
Measured Wealth Private Client Group, LLC 0.10% Reduce -35.3% 852 $331K
Prostatis Group LLC 0.09% Reduce -17.1% 852 $331K
Personal Cfo Solutions, LLC 0.06% Add +0.9% 852 $331K
waypoint wealth counsel 0.16% Add +1.2% 852 $331K
Arista Wealth Management, LLC 0.05% New 851 $330K
Milestones Private Investment Advisors LLC 0.24% — 850 $330K
Financial Council, LLC 0.16% No change 850 $330K
Omnia Family Wealth, LLC 0.12% Add +11.0% 850 $330K
Peterson Wealth Advisors, LLC 0.05% Add +11.7% 849 $330K
QTR Family Wealth, LLC 0.20% Add +3.8% 849 $329K
Allstate Corp. 0.02% Reduce -93.3% 848 $329K
Baron Silver Stevens Financial Advisors, LLC 0.05% Add +8.1% 846 $328K
Keystone Financial Group 0.03% Reduce -4.5% 846 $328K
M.E. Allison & Co., Inc. 0.26% Add +0.1% 845 $328K
denkapparat Operations GmbH 0.26% No change 844 $328K
Lodestar Private Asset Management LLC 0.04% No change 842 $327K
Annis Gardner Whiting Capital Advisors, LLC 0.11% Add +15.1% 841 $327K
Crown Wealth Group, LLC 0.12% Reduce -3.0% 841 $326K
South Street Advisors LLC 0.05% No change 840 $326K
Northwest Financial Advisors 0.45% Reduce -1.2% 840 $326K
Syverson Strege & Co 0.08% New 839 $326K
Tortoise Investment Management, LLC 0.03% Add +1.4% 839 $326K
WealthBridge Capital Management, LLC 0.08% Reduce -25.9% 839 $326K
CAP Partners, LLC 0.20% Add +3.5% 839 $326K
ORG Partners LLC 0.07% Add +7.2% 612 $325K
Schaper Benz & Wise Investment Counsel Inc. 0.02% No change 835 $324K
Beacon Financial Group 0.03% Reduce -35.0% 835 $324K
Grant Private Wealth Management Inc 0.18% Reduce -31.9% 834 $324K
Castleview Partners, LLC 0.21% Add +8.8% 831 $323K
Jacobsen Capital Management 0.12% New 831 $323K
D.B. Root & Company, LLC 0.10% Reduce -12.6% 831 $323K
Clientfirst Wealth Management, LLC 0.33% No change 827 $321K
Partners Wealth Management, LLC 0.36% No change 970 $321K
Encompass Wealth Advisors, LLC 0.12% Reduce -0.1% 825 $320K
Alpine Woods Capital Investors, LLC 0.08% No change 821 $319K
American Trust 0.03% New 820 $318K
Embree Financial Group 0.05% Add +26.5% 817 $317K
Manske Wealth Management 0.10% Add +4.2% 817 $317K
Walkner Condon Financial Advisors LLC 0.06% No change 815 $316K
Bright Financial Advisors, Inc. 0.18% No change 815 $316K
Chase Investment Counsel Corp. 0.10% No change 814 $316K
Freedom Financial Partners LLC 0.13% No change 813 $316K
Laraway Financial Advisors Inc 0.24% No change 813 $316K
Second Half Financial Partners, LLC 0.15% New 813 $316K
Hennion & Walsh Asset Management, Inc. 0.01% Reduce -44.4% 812 $315K
Summit Wealth Group, LLC 0.08% New 812 $315K
May Hill Capital, LLC 0.10% Add +19.3% 809 $314K
McLean Asset Management Corp 0.08% Add +4.4% 787 $313K
Mizuho Markets Americas LLC 0.01% Reduce -74.8% 807 $313K
True Wealth Design, LLC 0.11% Reduce -1.5% 803 $312K
Cannon Wealth Management Services, LLC 0.25% Add +0.4% 802 $311K
Axim Planning & Wealth 0.28% Reduce -2.0% 800 $311K
McIlrath & Eck, LLC 0.04% Add +22.8% 798 $310K
One Charles Private Wealth Services, LLC 0.09% No change 798 $310K
Riverbend Wealth Management, LLC 0.23% Add +6.5% 797 $310K
Legacy Edge Advisors, LLC 0.04% Reduce -0.9% 797 $309K
Rede Wealth, LLC 0.11% Reduce -1.9% 795 $309K
DecisionMap Wealth Management, LLC 0.21% Add +1.1% 795 $308K
OneAscent Investment Solutions LLC 0.33% Reduce -26.4% 793 $308K
Gallagher Fiduciary Advisors, LLC 0.01% Add +0.3% 792 $307K
Ellenbecker Investment Group 0.05% Reduce -6.1% 791 $307K
Caliber Wealth Management, LLC / KS 0.03% New 791 $307K
Cyr Financial Inc. 0.24% Reduce -16.1% 791 $307K
Financial Enhancement Group LLC 0.04% Add +1.2% 753 $306K
Castle Rock Wealth Management, LLC 0.07% Add +0.8% 739 $305K
Westside Investment Management, Inc. 0.06% Add +7.3% 782 $305K
Two Sigma Securities, LLC 0.04% New 784 $304K
Pettee Investors, Inc. 0.18% No change 783 $304K
Disciplined Investments, LLC 0.13% Reduce -0.5% 783 $304K
Rebalance, LLC 0.02% Reduce -5.5% 781 $303K
Omnitrust Wealth Management, Inc 0.36% — 284 $302K
Sand Hill Global Advisors, LLC 0.01% Add +0.9% 779 $302K
Parisi Gray Wealth Management 0.09% No change 778 $302K
Helium Advisors LLC 0.19% No change 776 $301K
MBE Wealth Management, LLC 0.13% Reduce -1.6% 775 $301K
Stonebridge Financial Planning Group, LLC 0.13% Reduce -11.3% 773 $300K
MBA Advisors LLC 0.14% Reduce -1.0% 772 $300K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.05% No change 770 $299K
Swan Global Investments, LLC 0.01% Add +24.0% 770 $299K
MPS Loria Financial Planners, LLC 0.09% Add +0.3% 768 $298K
Atala Financial Inc 0.20% No change 765 $297K
Invst, LLC 0.04% Reduce -28.8% 765 $297K
Intrepid Capital Management Inc. 0.16% No change 763 $296K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.01% No change 763 $296K
Trilogy Capital Inc. 0.01% Add +6.3% 762 $296K
Cascade Financial Partners, LLC 0.04% Add +5.5% 761 $295K
MBB Public Markets I LLC 0.03% Reduce -18.9% 760 $295K
First PREMIER Bank 0.07% No change 760 $295K
Foronjy Financial LLC 0.14% — 760 $295K
Penobscot Wealth Management 0.11% Add +12.1% 759 $295K
Whalen Wealth Management Inc. 0.18% New 758 $294K
Arlington Trust Co LLC 0.06% Reduce -29.3% 757 $294K
Narus Financial Partners, LLC 0.09% New 756 $293K
Drum Hill Capital, LLC 0.33% No change 755 $293K
Sageworth Trust Co 0.02% Add +2.6% 755 $293K
Private Management Group Inc. 0.01% New 754 $293K
Global Financial Private Client, LLC 0.11% Add +1.8% 753 $292K
Traub Capital Management LLC 0.27% — 752 $292K
General Partner, Inc. 0.17% No change 752 $292K
Gardner Lewis Asset Management L P 0.07% New 752 $292K
Berry Wealth Group, LP 0.20% Reduce -7.8% 752 $292K
Colonial River Investments, LLC 0.13% Reduce -3.4% 714 $292K
Pingora Partners LLC 0.22% No change 750 $291K
Waypoint Wealth Partners Inc. 0.07% New 750 $291K
Elk River Wealth Management LLC 0.05% No change 750 $291K
Wellington Shields Capital Management, LLC 0.05% Add +200.0% 750 $291K
Secure Asset Management, LLC 0.05% New 749 $291K
Safe Harbor Fiduciary, LLC 0.27% Reduce -3.9% 747 $290K
Hurlow Wealth Management Group, Inc. 0.08% No change 747 $290K
Hourglass Capital, LLC 0.07% No change 747 $290K
SOA Wealth Advisors, LLC. 0.05% Add +136.5% 745 $289K
SilverOak Wealth Management LLC 0.05% New 744 $289K
Maple Capital Management, Inc. 0.02% Reduce -15.7% 743 $289K
TrueWealth Advisors, LLC 0.09% Add +0.3% 743 $289K
Kondo Wealth Advisors, Inc. 0.13% Add +0.1% 738 $288K
Paragon Private Wealth Management, LLC 0.11% Add +20.9% 740 $287K
Broadleaf Partners, LLC 0.06% No change 740 $287K
QVR LLC 0.29% — 734 $285K
Physician Wealth Advisors, Inc. 0.04% Add +5.9% 733 $285K
PGIM Custom Harvest LLC 0.01% Add +11.8% 732 $284K
Piedmont Capital Management, LLC 0.16% No change 732 $284K
Uhlmann Price Securities, LLC 0.20% Add +11.4% 730 $283K
Websterrogers Financial Advisors, LLC 0.09% No change 730 $283K
Texas Bank & Trust Co 0.11% Add +10.7% 726 $282K
XY Planning Network, Inc. 0.10% New 726 $282K
Ewa, LLC 0.09% Reduce -9.8% 726 $282K
Cerro Pacific Wealth Advisors LLC 0.08% Reduce -5.0% 724 $281K
Fiduciary Wealth Partners, LLC 0.26% Add +426.3% 721 $280K
Belmont Capital, LLC 0.04% No change 720 $280K
REAP Financial Group, LLC 0.07% Add +88.7% 719 $279K
Ipsen Advisor Group LLC 0.21% Add +0.4% 719 $279K
Patton Fund Management, Inc. 0.06% New 718 $279K
Conscious Wealth Investments, LLC 0.18% No change 647 $278K
Clarus Group, Inc. 0.10% Add +0.3% 716 $278K
Roberts Glore & Co. Inc. 0.08% No change 714 $277K
Northeast Financial Consultants Inc 0.01% New 712 $276K
Black Diamond Financial, LLC 0.04% Reduce -17.2% 711 $276K
Causey Wealth LLC 0.14% Add +0.3% 711 $276K
Aletheian Wealth Advisors LLC 0.14% Reduce -0.6% 711 $276K
Bravias Capital Group, LLC 0.20% New 710 $276K
Up Strategic Wealth Investment Advisors LLC 0.21% Reduce -7.2% 708 $275K
Lynch & Associates 0.06% No change 708 $275K
Beaird Harris Wealth Management, LLC 0.02% Add +21.3% 707 $274K
Geneva Partners, LLC 0.11% No change 707 $274K
Oxford Financial Group, LTD. LLC 0.02% Reduce -22.8% 706 $274K
Eubel Brady & Suttman Asset Management Inc. 0.04% No change 706 $274K
Orion Capital Management LLC 0.10% Reduce -14.0% 705 $274K
JARISLOWSKY, FRASER Ltd 0.00% No change 705 $274K
Fortitude Advisory Group L.L.C. 0.16% Add +1.4% 703 $273K
AssuredPartners Investment Advisors, LLC 0.07% Reduce -5.0% 701 $272K
Ballast Advisors LLC 0.08% No change 701 $272K
Capitol Family Office, Inc. 0.35% Reduce -3.9% 700 $272K
Core Wealth Partners LLC 0.14% No change 700 $272K
Knollwood Investment Advisory, LLC 0.03% No change 700 $272K
10Elms LLP 0.30% Reduce -18.0% 699 $271K
Balentine LLC 0.01% Reduce -81.0% 699 $271K
Sylvest Advisors, LLC 0.16% Add +0.1% 699 $271K
McDonald Partners LLC 0.07% Reduce -11.0% 698 $271K
Linden Thomas Advisory Services, LLC 0.03% Reduce -90.7% 697 $271K
Kiker Wealth Management, LLC 0.15% Add +1.6% 696 $270K
Chatham Capital Group, Inc. 0.04% No change 696 $270K
MKT Advisors LLC 0.11% New 690 $270K
Clay Northam Wealth Management, LLC 0.17% No change 695 $270K
Jessup Wealth Management, Inc 0.11% New 694 $269K
Ables, Iannone, Moore & Associates, Inc. 0.17% Add +0.4% 692 $269K
Pure Portfolios Holdings LLC 0.09% No change 691 $268K
Grantvest Financial Group LLC 0.20% Reduce -12.7% 690 $268K
Luts & Greenleigh Group, Inc. 0.26% Reduce -17.1% 689 $267K
Certified Advisory Corp 0.03% Add +0.3% 688 $267K
Pacific Center for Financial Services 0.07% Add +0.4% 688 $267K
Mayport, LLC 0.06% Reduce -4.8% 687 $267K
Grandfield & Dodd, LLC 0.02% New 687 $267K
KOM Wealth Management Group, LLC 0.21% Add +0.9% 687 $267K
Granite FO LLC 0.15% No change 685 $266K
Shufro Rose & Co. LLC 0.02% No change 805 $265K
Pioneer Trust Bank N A 0.07% No change 683 $265K
GAMCO Investors 0.00% Add +0.6% 683 $265K
Blue Capital, Inc. 0.19% — 681 $264K
Houlihan Financial Resource Group, Ltd. 0.11% Reduce -19.3% 629 $264K
Gemmer Asset Management LLC 0.02% Reduce -0.9% 677 $263K
Argentarii, LLC 0.12% Add +4.6% 676 $262K
Tilia Fiduciary Partners, Inc. 0.16% No change 673 $261K
Claret Asset Management Corp 0.03% Reduce -0.4% 673 $261K
Breed's Hill Capital LLC 0.13% No change 671 $261K
Baxter Bros Inc. 0.03% Reduce -10.1% 671 $260K
Trust Co 0.03% Add +29.3% 671 $260K
Gibson Wealth Advisors LLC 0.19% New 670 $260K
St. Louis Trust Co 0.03% No change 668 $259K
Sterling Investment Counsel, LLC 0.15% Reduce -38.3% 667 $259K
CCG Wealth Management, LLC 0.14% New 667 $259K
Meritas Wealth Management, LLC 0.14% No change 667 $259K
New World Advisors LLC 0.05% New 664 $258K
Enclave Advisors LLC 0.04% Reduce -4.1% 661 $257K
Hibernia Wealth Partners, LLC 0.09% New 661 $256K
Paces Ferry Wealth Advisors, LLC 0.12% Reduce -3.9% 658 $255K
Aldebaran Financial Inc. 0.28% No change 656 $255K
Patron Partners, LLC 0.13% Reduce -1.6% 656 $255K
Alerus Financial NA 0.02% Reduce -4.1% 656 $255K
OMC Financial Services LTD 0.10% No change 655 $254K
Verity & Verity, LLC 0.02% Reduce -4.1% 655 $254K
Cambridge Financial Group, LLC 0.10% No change 653 $254K
Human Investing LLC 0.04% Reduce -6.9% 651 $253K
Nia Impact Advisors, LLC 0.09% No change 651 $253K
Optima Capital LLC 0.14% Add +1.9% 651 $253K
BIP Wealth, LLC 0.02% Reduce -5.4% 651 $253K
Aspetuck Financial Management LLC 0.19% No change 650 $252K
Barnes Pettey Financial Advisors, LLC 0.17% No change 650 $252K
Stonehaven Wealth & Tax Solutions, LLC 0.25% No change 647 $251K
Cheviot Value Management, LLC 0.03% Reduce -5.5% 603 $251K
Brass Tax Wealth Management, Inc. 0.05% Add +0.1% 647 $251K
Optimize Financial Inc. 0.15% Reduce -0.6% 644 $250K
Planned Solutions, Inc. 0.10% Reduce -2.9% 644 $250K
Red Wave Investments LLC 0.08% Add +3.7% 644 $250K
Talisman Wealth Advisors LLC 0.23% Add +1.7% 642 $249K
KDT Advisors, LLC 0.40% New 640 $248K
Clark & Stuart, Inc 0.19% Reduce -7.3% 639 $248K
jvl associates llc 0.09% New 639 $248K
Carter Financial Group, INC. 0.16% — 637 $247K
Peddock Capital Advisors, LLC 0.06% No change 637 $247K
RFG Holdings, Inc. 0.07% New 635 $247K
Safeguard Investment Advisory Group, LLC 0.06% New 636 $246K
Valtinson Bruner Financial Planning LLC 0.08% Reduce -3.0% 635 $246K
Salomon & Ludwin, LLC 0.02% Add +0.2% 617 $246K
Werba Rubin Papier Wealth Management 0.05% Add +3.4% 631 $245K
BlackDiamond Wealth Management, LLC 0.14% New 626 $245K
Bristlecone Advisors, LLC 0.02% Reduce -41.4% 629 $244K
Yarger Wealth Strategies, LLC 0.13% New 628 $244K
Carbahal Olsen Financial Services Group, LLC 0.21% Add +1.1% 628 $244K
Blodgett Wealth Advisors, LLC 0.19% Reduce -24.2% 626 $243K
Doheny Asset Management 0.17% Reduce -4.7% 627 $243K
Revolve Wealth Partners, LLC 0.03% Reduce -8.6% 625 $243K
Integrity Wealth Solutions LLC 0.12% No change 621 $241K
GK Wealth Management LLC 0.24% New 621 $241K
Rovin Capital /Ut/ 0.07% New 618 $240K
WoodTrust Financial Corp 0.03% New 617 $240K
Bourne Lent Asset Management Inc. 0.09% No change 618 $240K
Capstone Wealth Management Group LLC 0.17% Reduce -29.5% 617 $240K
Roehl & Yi Investment Advisors, LLC 0.12% New 616 $239K
Sharper & Granite LLC 0.09% New 600 $239K
Ifrah Financial Services, Inc. 0.07% Reduce -9.4% 616 $239K
Delta Financial Advisors LLC 0.08% Reduce -6.1% 613 $238K
Private Wealth Advisors, LLC 0.09% Add +0.3% 611 $237K
Capital Counsel LLC 0.01% No change 611 $237K
Alpha Omega Wealth Management LLC 0.04% Reduce -1.8% 610 $237K
Brightwater Advisory LLC 0.17% New 609 $236K
Baltimore-Washington Financial Advisors, Inc. 0.01% Reduce -0.7% 607 $236K
Unison Asset Management LLC 0.12% New 606 $235K
TigerOak Management, L.L.C. 0.08% New 606 $235K
JGP Wealth Management, LLC 0.03% New 605 $235K
Jmac Enterprises LLC 0.05% New 604 $234K
Lifelong Wealth Advisors, Inc. 0.08% New 604 $234K
LongView Wealth Management 0.07% New 602 $234K
Renasant Bank 0.16% Reduce -4.1% 602 $234K
Beddow Capital Management Inc. 0.10% Reduce -38.5% 600 $233K
Deroy & Devereaux Private Investment Counsel Inc. 0.01% New 600 $233K
Three Magnolias Financial Advisors, LLC 0.16% New 600 $233K
Next Level Wealth Planning, LLC 0.15% Reduce -2.0% 600 $233K
Stone Run Capital, LLC 0.09% New 600 $233K
Tolleson Wealth Management, Inc. 0.04% New 600 $233K
one8zero8, LLC 0.05% Reduce -27.4% 600 $233K
Plan A Wealth LLC 0.13% New 599 $233K
Maia Wealth LLC 0.04% New 599 $233K
Morton Community Bank 0.06% New 597 $232K
Cushing Capital Partners, LLC 0.20% New 596 $231K
Hall Capital Management Co. Inc. 0.10% New 595 $231K
Granite Harbor Advisors, Inc. 0.11% New 593 $230K
BCO Wealth Management LLC 0.16% New 592 $230K
Wealthcare Capital Partners, LLC 0.12% Reduce -3.9% 592 $230K
Objective Capital Management, LLC 0.26% New 591 $229K
Panoramic Capital Partners, LLC 0.16% New 576 $229K
Colorado Capital Management, Inc. 0.10% Reduce -11.2% 588 $228K
Morton Capital Management LLC 0.04% Reduce -5.5% 587 $228K
Atlas Legacy Advisors, LLC 0.05% New 586 $227K
CFO4Life Group, LLC 0.04% New 586 $227K
Piscataqua Savings Bank 0.19% No change 586 $227K
Prairie Sky Financial Group LLC 0.12% New 585 $227K
DKM Wealth Management, Inc. 0.20% New 585 $227K
Aspen Capital Management, LLC 0.06% New 584 $227K
Greatmark Investment Partners, Inc. 0.03% New 583 $226K
Nova R Wealth, Inc. 0.11% New 583 $226K
Dakota Community Bank & Trust NA 1.01% Add +7.2% 582 $226K
Drucker Wealth 3.0, LLC 0.04% New 561 $226K
Halter Ferguson Financial Inc. 0.08% New 581 $226K
Octavia Wealth Advisors, LLC 0.03% Reduce -24.9% 581 $225K
Hilltop Partners LLC 0.07% New 580 $225K
LeConte Wealth Management, LLC 0.15% New 580 $225K
Warren Street Wealth Advisors, LLC 0.07% New 579 $225K
Pinnacle Bancorp, Inc. 0.07% No change 579 $225K
Oak Associates Ltd. 0.01% New 579 $225K
Meritage Portfolio Management 0.01% New 578 $224K
Motive Wealth Advisors 0.10% New 577 $224K
Orion Investment Co 0.08% New 575 $223K
TCP Asset Management, LLC 0.04% New 575 $223K
Solidarity Wealth, LLC 0.05% Reduce -90.5% 574 $223K
Coppell Advisory Solutions LLC 0.03% New 578 $223K
Forza Wealth Management, LLC 0.09% New 573 $222K
Wellspring Financial Advisors, LLC 0.02% New 570 $221K
TradeWell Securities, LLC. 0.11% New 568 $221K
Main Street Group, LTD 0.08% Reduce -2.1% 568 $220K
Weaver Consulting Group 0.06% New 564 $219K
Renaissance Investment Group LLC 0.05% New 563 $219K
Altus Wealth Group LLC 0.10% Reduce -14.2% 562 $218K
W1M Investment Management Ltd 0.00% New 562 $218K
Cascade Investment Group, Inc. 0.15% New 561 $218K
Correct Capital Wealth Management 0.04% New 560 $217K
Unique Wealth, LLC 0.04% New 560 $217K
Client 1ST Advisory Group, LLC 0.08% New 559 $217K
Princeton Global Asset Management LLC 0.04% Add +33.1% 559 $217K
TOWER TRUST & INVESTMENT Co 0.15% No change 557 $216K
Phillips Financial Management, LLC 0.02% New 556 $216K
Collective Family Office LLC 0.06% New 555 $215K
RDA Financial Network 0.06% Reduce -82.9% 555 $215K
Borer Denton & Associates, Inc. 0.07% New 553 $215K
Fermata Advisors, LLC 0.06% Reduce -76.7% 553 $215K
PKS Advisory Services, LLC 0.05% New 551 $214K
Scott & Selber, Inc. 0.06% New 550 $214K
Second Line Capital, LLC 0.05% New 551 $214K
North Forty Two & Co. 0.23% New 550 $214K
Wakefield Asset Management LLLP 0.06% New 550 $214K
Prospera Capital Management, LLC 0.12% New 549 $213K
Hemington Wealth Management 0.03% Reduce -0.5% 549 $213K
Aviance Capital Partners, LLC 0.03% New 548 $213K
Element Wealth, LLC 0.10% New 547 $212K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% Add +9.1% 540 $210K
Fortress Financial Group, LLC 0.18% New 539 $209K
Triad Wealth Partners, LLC 0.04% New 539 $209K
Claro Advisors Inc. 0.03% Reduce -60.8% 538 $209K
Boomfish Wealth Group, LLC 0.12% New 538 $209K
Von Berge Wealth Management Group, LLC 0.12% New 500 $209K
Diversified Portfolios, Inc. 0.02% New 537 $208K
SC&H Financial Advisors, Inc. 0.04% New 536 $208K
Darden Wealth Group Inc 0.13% New 535 $208K
Gallacher Capital Management LLC 0.10% Reduce -60.9% 534 $207K
Axis Wealth Partners, LLC 0.14% New 534 $207K
Carson Advisory Inc. 0.13% New 533 $207K
Fielder Capital Group LLC 0.06% New 533 $207K
Floyd Financial Group LLC 0.19% New 520 $207K
Alternative Investment Advisors, LLC. 0.10% New 529 $205K
Swisher Financial Concepts, Inc. 0.13% New 528 $205K
KWB Wealth 0.02% No change 620 $205K
Cherrydale Wealth Management, LLC 0.07% New 523 $203K
First Bank & Trust 0.04% Reduce -16.5% 522 $203K
Strategic Financial Services, Inc. 0.01% New 522 $203K
Johnson Bixby & Associates, LLC 0.03% New 521 $202K
JTC Employer Solutions Trustee Ltd 0.02% No change 520 $202K
Park Square Financial Group, LLC 0.15% Reduce -0.6% 520 $202K
Seven Mile Advisory 0.12% New 520 $202K
North Dallas Bank & Trust Co. 0.15% — 519 $201K
Sage Rhino Capital LLC 0.04% New 518 $201K
TD Capital Management LLC 0.02% Add +670.1% 516 $200K
Financial Insights, Inc. 0.07% New 516 $200K
Impact Partnership Wealth, LLC 0.04% New 516 $200K
Amplius Wealth Advisors, LLC 0.02% New 516 $200K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +55.6% 512 $199K
IMG Wealth Management, Inc. 0.15% Add +5.9% 506 $196K
Parvin Asset Management, LLC 0.20% Reduce -5.3% 500 $194K
Contravisory Investment Management, Inc. 0.04% Reduce -79.9% 500 $194K
Stephens Consulting, LLC 0.05% Reduce -21.4% 491 $191K
Elequin Capital, LP 0.06% New 487 $189K
Strategic Investment Solutions, Inc. 0.06% Add +26.6% 486 $189K
Centricity Wealth Management, LLC 0.15% Add +0.2% 484 $188K
BOK Financial Private Wealth, Inc. 0.01% No change 477 $185K
GFG Capital, LLC 0.05% New 469 $182K
Frazier Financial Advisors, LLC 0.13% No change 467 $181K
North Capital, Inc. 0.15% Reduce -3.1% 463 $180K
IAG Wealth Partners, LLC 0.02% Reduce -1.1% 462 $179K
USA Financial Formulas 0.03% Reduce -13.2% 460 $179K
Transce3nd, LLC 0.08% Reduce -7.3% 457 $178K
Cape Investment Advisory, Inc. 0.06% Add +0.9% 452 $175K
Western Pacific Wealth Management, LP 0.17% New 450 $175K
AllSquare Wealth Management LLC 0.10% No change 448 $174K
Briaud Financial Planning Inc 0.07% No change 446 $173K
Cherry Tree Wealth Management, LLC 0.04% No change 445 $173K
Covestor Ltd 0.10% Add +8.9% 442 $172K
PrairieView Partners, LLC 0.02% No change 442 $171K
Rowlandmiller & Partners.adv 0.03% No change 431 $167K
Hopwood Financial Services, Inc. 0.13% Add +0.2% 424 $165K
West Branch Capital LLC 0.05% Add +4.0% 421 $163K
Avalon Trust Co 0.01% Reduce -19.2% 421 $163K
NewSquare Capital LLC 0.01% Add +77.0% 416 $161K
Ulland Investment Advisors, LLC 0.13% Reduce -19.4% 415 $161K
Binnacle Investments Inc 0.10% Add +0.7% 411 $160K
Financial Freedom, LLC 0.09% No change 410 $159K
North Ridge Wealth Advisors, Inc. 0.10% No change 400 $155K
Birchbrook, Inc. 0.08% No change 400 $155K
Abound Wealth Management 0.04% Reduce -4.3% 400 $155K
GW&K Investment Management, LLC 0.00% Add +41.3% 400 $155K
Hoey Investments, Inc. 0.02% Reduce -65.6% 393 $153K
Duncker Streett & Co. Inc. 0.03% Add +0.5% 384 $149K
Twin Peaks Wealth Advisors, LLC 0.05% New 348 $144K
Tradewinds Capital Management, LLC 0.04% Reduce -13.6% 369 $143K
Bell Investment Advisors, Inc 0.02% Reduce -2.9% 368 $143K
Bear Mountain Capital, Inc. 0.05% Reduce -2.0% 345 $143K
Quaker Wealth Management, LLC 0.05% — 354 $137K
Gitterman Wealth Management, LLC 0.03% New 354 $137K
HighMark Wealth Management LLC 0.07% No change 353 $137K
Glass Jacobson Investment Advisors llc 0.05% Reduce -46.1% 351 $136K
FSA Wealth Management LLC 0.05% No change 350 $136K
Center for Financial Planning, Inc. 0.02% No change 350 $136K
Sierra Ocean, LLC 0.10% Add +6.4% 347 $135K
Ameliora Wealth Management Ltd. 0.05% No change 342 $133K
Mizuho Securities Co. Ltd. 0.48% Add +47.8% 340 $132K
JNBA Financial Advisors 0.01% No change 339 $132K
Bank of New Hampshire 0.03% Reduce -22.2% 333 $129K
FNY Investment Advisers, LLC 0.05% New 321 $124K
Avion Wealth 0.03% Reduce -36.0% 314 $121K
Morton Brown Family Wealth, LLC 0.04% No change 311 $121K
Graney & King, LLC 0.08% Add +0.3% 311 $121K
Atticus Wealth Management, LLC 0.03% Add +1.3% 310 $120K
Coston, McIsaac & Partners 0.03% Add +1.0% 304 $118K
Winthrop Capital Management, LLC 0.03% No change 304 $118K
Itau Unibanco Holding S.A. 0.00% Reduce -10.1% 303 $118K
Harvest Fund Management Co., Ltd 0.01% Reduce -60.3% 298 $116K
Global Wealth Strategies & Associates 0.03% No change 298 $116K
Clark Wealth Partners 0.08% Reduce -7.3% 293 $114K
TCTC Holdings, LLC 0.00% No change 292 $113K
Bfsg, LLC 0.01% Reduce -2.0% 290 $113K
Wood Tarver Financial Group, LLC 0.03% Add +6.2% 291 $112K
Catherine Avery Investment Management LLC 0.08% Reduce -20.0% 288 $112K
Horizon Bancorp Inc. 0.06% New 285 $111K
Fairscale Capital, LLC 0.08% Add +155.6% 253 $111K
Centennial Bank 0.05% Add +8.4% 283 $110K
Pin Oak Investment Advisors Inc. 0.09% Reduce -41.6% 332 $109K
Tsfg, LLC 0.02% Add +9.8% 279 $108K
Future Financial Wealth Managment LLC 0.07% Add +3.4% 278 $108K
Barrett & Company, Inc. 0.04% No change 268 $104K
Winch Advisory Services, LLC 0.03% Add +926.9% 267 $104K
Tower View Wealth Management LLC 0.05% New 265 $103K
Hurley Capital, LLC 0.07% Add +0.4% 258 $100K
Delos Wealth Advisors, LLC 0.08% New 257 $100K
Alphadyne Asset Management LP 0.30% New 256 $99K
Cornerstone Planning Group LLC 0.02% Reduce -47.5% 225 $98K
MTM Investment Management, LLC 0.03% New 251 $97K
St. Johns Investment Management Company, LLC 0.04% No change 250 $97K
Horizons Wealth Management 0.07% No change 249 $97K
Motco 0.01% Reduce -41.2% 220 $96K
Iron Horse Wealth Management, LLC 0.03% Add +69.2% 247 $96K
Darwin Wealth Management, LLC 0.03% Reduce -14.9% 246 $96K
Hughes Financial Services, LLC 0.02% No change 222 $95K
Kings Path Partners LLC 0.04% No change 237 $92K
Volterra Technologies LP 0.12% — 235 $91K
WPG Advisers, LLC 0.08% Reduce -4.1% 235 $91K
Wolff Wiese Magana LLC 0.06% No change 234 $91K
Creative Capital Management Investments LLC 0.03% No change 228 $89K
Horrell Capital Management, Inc. 0.04% No change 226 $88K
Moser Wealth Advisors, LLC 0.04% No change 220 $85K
Clean Yield Group 0.03% No change 218 $85K
Marshall & Sterling Wealth Advisors Inc. 0.06% Reduce -2.7% 217 $84K
Canton Hathaway, LLC 0.02% No change 217 $84K
Atlantic Private Wealth, LLC 0.06% Add +0.5% 215 $83K
Centerpoint Advisors, LLC 0.03% No change 215 $83K
Murphy & Mullick Capital Management Corp 0.07% No change 189 $82K
Broadwater Capital Management LLC 0.06% Add +38721.0% 77,642 $78K
Chelsea Counsel Co. 0.04% No change 200 $78K
Evelyn Partners Investment Management (Europe) Ltd 0.03% Reduce -33.3% 200 $78K
Capital Advisors, Ltd. LLC 0.01% Reduce -1.5% 199 $77K
Godsey & Gibb, Inc. 0.01% No change 193 $75K
Proathlete Wealth Management LLC 0.02% Add +2.1% 192 $75K
New England Capital Financial Advisors LLC 0.03% No change 189 $73K
TruNorth Capital Management, LLC 0.02% Reduce -7.3% 189 $73K
Bruce G. Allen Investments, LLC 0.06% Reduce -31.0% 187 $73K
Dunhill Financial, LLC 0.02% Reduce -0.5% 184 $72K
Founders Capital Management 0.04% No change 180 $70K
Morgan Dempsey Capital Management LLC 0.03% No change 180 $70K
Oliver Lagore Vanvalin Investment Group 0.03% — 211 $70K
Financial Management Professionals, Inc. 0.01% Reduce -68.2% 175 $68K
Fortitude Family Office, LLC 0.02% Reduce -79.4% 168 $65K
CGC Financial Services, LLC 0.02% Add +31.8% 166 $64K
High Note Wealth, LLC 0.01% Reduce -1.2% 162 $63K
Sachetta, LLC 0.02% Reduce -32.0% 159 $62K
Tacita Capital Inc 0.04% No change 159 $62K
Mark Sheptoff Financial Planning, LLC 0.03% No change 152 $59K
Midwest Capital Advisors, LLC 0.03% No change 152 $59K
Private Wealth Management Group, LLC 0.02% No change 151 $59K
Silicon Valley Capital Partners 0.01% Add +4.2% 150 $58K
Quest 10 Wealth Builders, Inc. 0.06% No change 149 $58K
IMA Advisory Services, Inc. 0.01% Add +1.4% 147 $57K
RMG Wealth Management LLC 0.01% — 136 $56K
University of Texas/Texas Am Investment Management Co. 0.01% No change 145 $56K
Bellwether Advisors, LLC 0.01% No change 140 $54K
Riggs Asset Managment Co. Inc. 0.01% Add +10.5% 137 $53K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 136 $53K
Syntax Research, Inc. 0.04% No change 135 $52K
DiNuzzo Private Wealth, Inc. 0.01% Reduce -1.5% 135 $52K
Millstone Evans Group, LLC 0.04% Add +11.7% 134 $52K
iA Global Asset Management Inc. 0.00% Reduce -99.1% 135 $52K
Banque de Luxembourg S.A. 0.03% No change 157 $52K
GoalVest Advisory LLC 0.01% Reduce -46.8% 133 $52K
Redmont Wealth Advisors LLC 0.07% Add +29.0% 129 $50K
Activest Wealth Management 0.01% Add +530.0% 126 $49K
Park Place Capital Corp 0.01% Add +47.6% 124 $48K
Robinswood Financial LLC 0.02% No change 124 $48K
Rakuten Securities, Inc. 0.02% Reduce -67.2% 123 $48K
Financial Network Wealth Advisors LLC 0.06% Add +6.1% 121 $47K
Whipplewood Advisors, LLC 0.03% Reduce -73.2% 117 $45K
Pineridge Advisors LLC 0.02% No change 117 $45K
Richardson Financial Services Inc. 0.03% Add +109.1% 115 $45K
Maseco LLP 0.00% — 115 $45K
Roble, Belko & Company, Inc 0.01% No change 111 $43K
Curat Global, LLC 0.04% Add +10.0% 110 $43K
Innovative Advisory Group, LLC 0.04% Add +120.0% 110 $43K
Estabrook Capital Management 0.01% Reduce -45.0% 110 $43K
Bellevue Asset Management, LLC 0.02% No change 106 $41K
Howard Hughes Medical Institute 0.02% New 103 $40K
West Financial Advisors, LLC 0.01% No change 103 $40K
Elevation Wealth Partners, LLC 0.02% Add +1.0% 103 $40K
Northwest Capital Management Inc 0.02% No change 101 $39K
Fourth Dimension Wealth, LLC 0.02% Reduce -63.6% 100 $39K
Kimelman & Baird, LLC 0.00% No change 100 $39K
Albion Financial Group 0.00% No change 100 $39K
MPWM Advisory Solutions, LLC 0.02% No change 99 $38K
CBIZ Investment Advisory Services, LLC 0.00% Add +96.0% 98 $38K
Total Wealth Planning & Management, Inc. 0.03% New 10,200 $38K
Retirement Wealth Solutions LLC 0.03% Add +1.0% 97 $37K
Nalls Sherbakoff Group, LLC 0.03% Reduce -38.9% 96 $37K
Compass Financial Services Inc 0.02% No change 94 $37K
Evergreen Private Wealth LLC 0.02% Add +17.5% 94 $36K
Putney Financial Group LLC 0.04% No change 92 $36K
1620 Investment Advisors, Inc. 0.03% Reduce -90.2% 92 $36K
Cedar Mountain Advisors, LLC 0.01% No change 90 $35K
Vermillion & White Wealth Management Group, LLC 0.02% Add +107.0% 89 $35K
DB Fitzpatrick & Co, Inc 0.03% No change 88 $34K
SWAN Capital LLC 0.01% Add +20.6% 88 $34K
Harbor Asset Planning, Inc. 0.03% — 88 $34K
Ridgewood Investments LLC 0.01% Add +18.1% 85 $33K
RiverPark Advisors, LLC 0.03% New 83 $32K
Family Legacy Financial Solutions, LLC 0.03% — 81 $32K
Valued Wealth Advisors LLC 0.02% Reduce -24.0% 76 $30K
Lowe Wealth Advisors, LLC 0.01% No change 76 $30K
Mascoma Wealth Management LLC 0.01% No change 75 $29K
Thompson Investment Management, Inc. 0.00% No change 75 $29K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -13.9% 74 $29K
Flagship Wealth Advisors, LLC 0.01% No change 73 $28K
Mid-American Wealth Advisory Group, Inc. 0.01% New 72 $28K
Kilter Group LLC 0.01% New 69 $27K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 65 $25K
Manitou Investment Management Ltd. 0.00% No change 65 $25K
Evelyn Partners Investment Management Services Ltd 0.00% Reduce -70.4% 63 $24K
Sagard Holdings Management Inc. 0.07% — 61 $24K
Meeder Asset Management Inc. 0.00% Reduce -64.9% 61 $24K
Legacy Investment Solutions, LLC 0.01% — 59 $23K
Legacy Wealth Managment, LLC 0.01% No change 59 $23K
Anfield Capital Management, LLC 0.01% No change 59 $23K
Inlight Wealth Management, LLC 0.01% No change 58 $23K
Essential Partners LLC 0.01% — 57 $22K
Kathleen S. Wright Associates Inc. 0.01% No change 54 $21K
Dogwood Wealth Management LLC 0.01% Reduce -97.2% 53 $21K
Front Row Advisors LLC 0.01% No change 51 $20K
Financial Avengers, Inc. 0.01% No change 50 $19K
TFC Financial Management, Inc. 0.00% Add +38.2% 47 $18K
Raffa Wealth Management, LLC 0.00% No change 44 $17K
Atlas Capital Advisors Inc. 0.00% Reduce -52.8% 43 $17K
Chapman Financial Group, LLC 0.01% — 42 $16K
Penserra Capital Management LLC 0.00% No change 42 $16K
Burkett Financial Services, LLC 0.01% No change 41 $16K
Aspect Partners, LLC 0.01% Reduce -40.0% 39 $15K
Copia Wealth Management 0.01% No change 38 $15K
Consultiva Wealth Management, Corp. 0.04% No change 37 $14K
Accent Capital Management, LLC 0.01% New 37 $14K
Fortis Group Advisors, LLC 0.00% No change 37 $14K
Investment Research & Advisory Group, Inc. 0.01% No change 35 $14K
Rialto Wealth Management, LLC 0.00% Add +34.6% 35 $14K
Your Advocates Ltd., LLP 0.00% No change 35 $14K
Stone House Investment Management, LLC 0.00% Add +70.0% 34 $13K
Steph & Co. 0.00% New 32 $12K
WealthTrak Capital Management LLC 0.01% Add +10.7% 31 $12K
JDM Financial Group LLC 0.01% Add +121.4% 31 $12K
Blume Capital Management, Inc. 0.00% Add +93.8% 31 $12K
Prudent Man Investment Management, Inc. 0.01% No change 33 $12K
Breakwater Investment Management 0.00% No change 30 $12K
Perritt Capital Management Inc 0.01% No change 26 $10K
Bare Financial Services, Inc 0.00% Add +733.3% 25 $10K
Icon Advisers Inc. 0.00% New 25 $10K
Parkworth Wealth Management, Inc. 0.01% Add +50.0% 24 $9K
Highline Wealth Partners LLC 0.00% Reduce -64.7% 24 $9K
Principia Wealth Advisory, LLC 0.01% Add +46.7% 22 $9K
Pension & Wealth Management Advisors, Inc. 0.00% Reduce -18.5% 22 $9K
Vision Financial Markets LLC 0.01% Add +5.0% 21 $8K
DecisionPoint Financial, LLC 0.00% Add +33.3% 20 $8K
Game Plan Financial Advisors, LLC 0.00% Reduce -50.0% 20 $8K
Bay Harbor Wealth Management, LLC 0.00% Add +81.8% 20 $8K
New Millennium Group LLC 0.00% No change 20 $8K
Evelyn Partners Asset Management Ltd 0.00% No change 19 $7K
Evolution Wealth Management Inc. 0.01% — 17 $7K
Red Tortoise LLC 0.00% No change 17 $7K
Peterson Wealth Services 0.00% No change 17 $7K
American Capital Advisory, LLC 0.00% Add +16.7% 14 $6K
Holos Integrated Wealth LLC 0.00% No change 13 $5K
PayPay Securities Corp 0.21% No change 11 $4K
HFM Investment Advisors, LLC 0.00% Add +266.7% 11 $4K
S&T Bank 0.00% New 10 $4K
Cornerstone National Bank & Trust Co 0.00% No change 9 $3K
Dagco, Inc. 0.00% No change 8 $3K
Accordant Advisory Group Inc 0.00% New 6 $2K
Nova Wealth Management, Inc. 0.00% Add +500.0% 6 $2K
Winnacle Wealth LLC 0.00% Reduce -64.7% 6 $2K
Richard W. Paul & Associates, LLC 0.00% No change 6 $2K
Marquette Asset Management, LLC 0.00% No change 5 $2K
LGT Financial Advisors LLC 0.00% New 4 $2K
Redwood Park Advisors LLC 0.00% No change 4 $2K
WealthCollab, LLC 0.00% No change 4 $2K
Battery Global Advisors, LLC 0.00% New 3 $1K
Investors Research Corp 0.00% No change 3 $1K
PEAK6 LLC 0.00% Reduce -100.0% 2 $871
Islay Capital Management, LLC 0.00% New 2 $776
Financial Gravity Companies, Inc. 0.00% — 2 $776
LMR Partners LLP 0.00% Reduce -100.0% 2 $776
ROSS\JOHNSON & Associates LLC 0.01% No change 1 $388
Horizon Financial Services, LLC 0.00% No change 1 $388

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