CaterpillarCAT

13F holders, Q3 2025 (September 30)
3,149holders +128
264new positions
117sold out
13famous investors
$477.14avg. 13F price*

At the end of Q3 2025, 3,149 institutions reported holding Caterpillar Inc. (CAT) in their 13F filings, up 128 from Q2 2025. 264 opened new positions and 117 sold out. The largest holders were Vanguard Group Inc. ($21.9B), State Street Corp. ($16.7B) and BlackRock, Inc. ($16.4B). 13 famous investors held it, including Bill Gates / Michael Larson (8.3% of Gates Foundation Trust's portfolio), Ken Fisher (1.6% of Fisher Asset Management's portfolio) and Tom Gayner (1.3% of Markel Group's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions264$575.2M
Exits117$1.0B

All 13F filers, Q2 2025 → Q3 2025: 24,422,973 shares bought and 15,673,527 shares sold, net +8,749,446 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,149 holders

Vanguard Group Inc. 0.33% Reduce -0.3% 45,943,021 $21.9B
State Street Corp. 0.58% Reduce -2.6% 35,003,346 $16.7B
BlackRock, Inc. 0.29% Add +1.4% 34,284,378 $16.4B
State Farm Mutual Automobile Insurance Co. 6.97% Reduce -0.8% 17,518,404 $8.4B
Geode Capital Management, LLC 0.32% Add +0.5% 10,515,658 $5.0B
Fisher Asset Management 1.63% Add +0.2% 9,439,197 $4.5B
Morgan Stanley 0.21% Reduce -0.7% 7,237,293 $3.5B
T. Rowe Price Associates Inc. 0.35% Add +267.1% 6,812,530 $3.3B
Gates Foundation Trust 8.29% Reduce -13.6% 6,353,614 $3.0B
Northern Trust Corp. 0.38% Reduce -3.3% 6,237,671 $3.0B
Bank of America Corp. 0.21% Add +14.4% 5,848,128 $2.8B
Wellington Management Group LLP 0.44% Add +3949.8% 5,228,058 $2.5B
Capital World Investors 0.30% Add +0.1% 4,588,281 $2.2B
Capital Research Global Investors 0.38% Reduce -0.2% 4,295,367 $2.0B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.42% Reduce -3.5% 4,079,115 $1.9B
Bank of New York Mellon Corp 0.30% Add +20.7% 3,553,930 $1.7B
JPMorgan Chase & Co. 0.11% Add +8.9% 3,524,810 $1.7B
Charles Schwab Investment Management Inc. 0.25% Add +0.0% 3,338,829 $1.6B
FMR LLC 0.08% Add +74.1% 3,132,825 $1.5B
Goldman Sachs Group Inc. 0.21% Reduce -2.8% 2,980,443 $1.4B
Invesco Ltd. 0.22% Reduce -9.7% 2,962,896 $1.4B
Dimensional Fund Advisors LP 0.30% Reduce -2.4% 2,898,668 $1.4B
Legal & General Group Plc 0.30% Add +2.1% 2,802,068 $1.3B
Royal Bank of Canada 0.21% Add +12.8% 2,496,935 $1.2B
Amundi 0.38% Add +24.3% 2,375,710 $1.2B
Nuveen, LLC 0.28% Reduce -4.7% 2,253,914 $1.1B
Wells Fargo & Company 0.20% Add +4.9% 1,997,263 $953.0M
Massachusetts Financial Services Co. 0.27% Add +1851.8% 1,830,414 $873.4M
Voya Investment Management LLC 0.96% Add +36.9% 1,777,589 $848.2M
UBS Group AG 0.15% Reduce -23.9% 1,646,018 $785.4M
Capital Wealth Planning, LLC 5.45% Reduce -0.9% 1,619,186 $772.6M
Sumitomo Mitsui Trust Group, Inc. 0.41% Reduce -1.4% 1,478,346 $705.4M
Swiss National Bank 0.38% Reduce -6.3% 1,355,800 $646.9M
Deutsche Bank AG 0.22% Reduce -11.2% 1,348,179 $643.3M
Primecap Management Co. 0.46% Reduce -7.3% 1,270,428 $606.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.43% Reduce -0.8% 1,245,136 $594.1M
Ameriprise Financial Inc. 0.13% Reduce -20.7% 1,196,054 $570.7M
Barclays PLC 0.21% Reduce -16.1% 1,176,651 $561.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.46% Add +1524.1% 1,064,346 $507.9M
National Pension Service 0.38% Add +3.1% 1,025,256 $489.2M
Raymond James Financial Inc. 0.16% Add +5.2% 1,022,912 $488.1M
LPL Financial LLC 0.14% Reduce -0.3% 983,209 $469.1M
Alliancebernstein L.P. 0.14% Add +61.7% 925,126 $441.4M
HSBC Holdings PLC 0.26% Reduce -0.5% 917,312 $437.0M
California Public Employees Retirement System 0.26% Add +7.2% 900,511 $429.7M
Neuberger Berman Group LLC 0.30% Reduce -4.2% 858,479 $409.6M
Rhumbline Advisers 0.33% Add +0.7% 852,649 $406.8M
California State Teachers Retirement System 0.36% Reduce -2.0% 736,404 $351.4M
American Century Companies Inc. 0.18% Add +1.0% 734,890 $350.7M
National Bank of Canada 0.39% Add +40.8% 721,792 $344.4M
Citigroup Inc. 0.24% Reduce -27.0% 712,184 $339.8M
Victory Capital Management Inc. 0.20% Add +3.0% 701,963 $334.9M
HighTower Advisors, LLC 0.36% Reduce -0.5% 662,733 $316.2M
Bank of Montreal 0.13% Reduce -2.5% 660,425 $315.1M
Stifel Financial Corp. 0.27% Reduce -2.1% 612,543 $292.3M
Thrivent Financial for Lutherans 0.57% Reduce -5.0% 590,526 $281.8M
Principal Financial Group Inc. 0.14% Reduce -3.1% 587,369 $280.3M
New York State Common Retirement Fund 0.36% Reduce -0.6% 582,786 $278.1M
FIL Ltd 0.22% Add +385.5% 582,159 $277.8M
BNP Paribas Financial Markets 0.22% Reduce -8.1% 568,649 $271.3M
ProShare Advisors LLC 0.57% Reduce -21.7% 568,078 $271.1M
Van Eck Associates Corp. 0.25% Reduce -2.1% 559,946 $267.2M
Schroder Investment Management Group 0.20% Reduce -5.5% 551,500 $260.1M
Bank Julius Baer & Co. Ltd, Zurich 0.72% Reduce -1.1% 531,711 $253.7M
Two Sigma Advisers, LP 0.50% Add +68.0% 525,300 $250.6M
Citadel Advisors 0.20% Add +74.2% 524,583 $250.3M
Franklin Resources Inc. 0.06% Reduce -1.0% 513,497 $245.0M
US Bancorp \de 0.29% Reduce -2.4% 506,048 $241.5M
Canada Pension Plan Investment Board 0.17% Add +34.8% 505,026 $241.0M
SG Americas Securities, LLC 0.89% Add +2.4% 502,527 $239.8M
Fifth Third Bancorp 0.76% Reduce -0.2% 500,429 $238.8M
Aberdeen Group plc 0.37% Add +15.1% 500,220 $236.2M
Toronto Dominion Bank 0.46% Reduce -1.1% 488,123 $232.9M
Envestnet Asset Management Inc. 0.07% Reduce -0.1% 476,207 $227.2M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.04% Reduce -42.5% 458,542 $218.8M
Bank of Nova Scotia 0.37% Add +6.5% 439,989 $209.9M
Pictet Asset Management Holding SA 0.20% Reduce -5.9% 437,441 $208.7M
Zacks Investment Management 1.60% Reduce -0.5% 422,182 $201.4M
Assenagon Asset Management S.A. 0.30% Reduce -50.1% 420,435 $200.6M
State Board of Administration of Florida Retirement System 0.35% Reduce -6.1% 419,989 $200.4M
Korea Investment CORP 0.41% Add +15.8% 419,436 $200.1M
Millennium Management 0.16% Reduce -32.6% 403,737 $192.6M
Two Sigma Investments, LP 0.31% Add +180.0% 403,727 $192.6M
Jane Street Group, LLC 0.22% Reduce -7.8% 389,730 $186.0M
New York State Teachers Retirement System 0.36% Reduce -6.2% 387,749 $185.0M
Aviva PLC 0.33% Add +6.4% 384,172 $183.3M
Nordea Investment Management AB 0.16% Reduce -38.8% 386,408 $183.3M
Commonwealth Equity Services, LLC 0.24% Reduce -5.5% 383,256 $182.9M
Caisse de depot et placement du Quebec 0.33% Add +79.4% 378,158 $180.4M
PNC Financial Services Group, Inc. 0.10% Reduce -1.2% 358,727 $171.2M
Balyasny Asset Management L.P. 0.35% Reduce -5.5% 347,892 $166.0M
Corient Private Wealth LP 0.26% Reduce -37.9% 352,743 $165.1M
Swedbank AB 0.17% Add +0.3% 345,411 $164.8M
Creative Planning 0.13% Add +24.6% 343,917 $164.1M
First Trust Advisors LP 0.12% Add +19.3% 334,495 $159.6M
Markel Group 1.27% No change 328,650 $156.8M
Alecta Tjanstepension Omsesidigt 0.70% No change 328,600 $156.7M
Adage Capital Partners Gp, L.L.C. 0.25% Add +100.1% 327,324 $156.2M
Natixis Advisors, LLC 0.23% Add +27.2% 323,720 $154.5M
DekaBank Deutsche Girozentrale 0.26% No change 326,603 $153.3M
Baird Financial Group, Inc. 0.25% Add +1.3% 319,703 $152.5M
Focus Partners Wealth 0.24% Add +2.6% 317,899 $151.4M
Osaic Holdings, Inc. 0.21% Add +21.9% 335,688 $149.3M
Mackenzie Financial Corp. 0.18% Add +84.2% 310,048 $147.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.19% Add +0.5% 308,035 $147.0M
Mariner, LLC 0.19% Add +3.9% 307,029 $146.5M
Manufacturers Life Insurance Company, The 0.12% Reduce -1.3% 306,791 $146.4M
Prudential Financial Inc. 0.17% Add +2.7% 299,922 $143.1M
Asset Management One Co., Ltd. 0.40% Reduce -0.5% 290,625 $138.7M
Fullerton Fund Management Co Ltd. 5.25% Add +131.3% 284,856 $135.9M
CANADA LIFE ASSURANCE Co 0.19% Add +1.4% 287,694 $135.7M
Nomura Asset Management Co. Ltd. 0.35% Reduce -16.6% 283,941 $135.5M
Rockefeller Capital Management L.P. 0.26% Add +0.8% 283,497 $135.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.23% Reduce -2.9% 279,689 $133.5M
Cetera Investment Advisers 0.15% Add +18.2% 275,422 $131.4M
Empower Advisory Group, LLC 0.35% Add +0.7% 267,696 $127.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.29% Reduce -9.1% 260,356 $124.2M
Cerity Partners LLC 0.20% Reduce -0.9% 257,954 $123.1M
Royal London Asset Management Ltd. 0.26% Reduce -2.6% 253,930 $121.2M
1832 Asset Management L.P. 0.20% New 253,660 $121.0M
State of Wisconsin Investment Board 0.28% Reduce -3.4% 252,046 $120.3M
Allianz Asset Management GmbH 0.15% Add +2.0% 248,614 $118.6M
AQR Capital Management 0.07% Add +137.0% 246,400 $116.9M
Chevy Chase Trust Holdings, LLC 0.32% Reduce -3.7% 244,344 $116.6M
Janney Montgomery Scott LLC 0.27% Reduce -1.1% 242,597 $115.8M
Jennison Associates LLC 0.07% Reduce -1.3% 236,906 $113.0M
Retirement Systems of Alabama 0.37% Reduce -0.4% 234,055 $111.7M
Healthcare of Ontario Pension Plan Trust Fund 0.21% Add +1140.6% 232,746 $111.1M
TD Asset Management Inc 0.09% Reduce -2.0% 231,376 $110.4M
Bollard Group LLC 2.68% Add +5.3% 226,762 $108.2M
Ensign Peak Advisors, Inc 0.18% Add +2.8% 225,004 $107.4M
Mitsubishi UFJ Trust & Banking Corp 0.23% Reduce -41.5% 223,984 $106.9M
Northwestern Mutual Wealth Management Co. 0.07% Add +0.1% 223,525 $106.7M
Danske Bank A/S 0.26% Reduce -1.3% 221,027 $105.5M
Keybank National Association 0.37% Add +15.5% 220,875 $105.4M
Connor, Clark & Lunn Investment Management Ltd. 0.33% Reduce -19.2% 219,675 $104.8M
O'shaughnessy Asset Management, LLC 0.62% Reduce -3.6% 219,537 $104.8M
Truist Financial Corp. 0.14% Add +1.1% 214,498 $102.3M
NewEdge Advisors, LLC 0.46% Reduce -3.2% 209,753 $100.1M
Treasurer of the State of North Carolina 0.31% Reduce -3.8% 208,186 $99.3M
Cambridge Investment Research Advisors, Inc. 0.27% Add +4.8% 207,983 $99.2M
Menora Mivtachim Holdings LTD. 0.50% Reduce -25.9% 207,500 $99.0M
M&T Bank Corp 0.32% Reduce -4.6% 200,328 $95.6M
Rathbones Group PLC 0.39% Reduce -12.6% 199,111 $95.0M
Tidal Investments LLC 0.39% Add +59.4% 194,023 $92.6M
Quantinno Capital Management LP 0.25% Add +46.0% 193,501 $92.3M
Public Employees Retirement System of Ohio 0.29% Reduce -1.4% 191,135 $91.2M
Kestra Advisory Services, LLC 0.40% Add +11.2% 184,950 $88.2M
Zurich Insurance Group Ltd 0.62% Add +54.5% 181,462 $86.6M
Swiss Life Asset Management Ltd 0.45% Add +4.7% 180,812 $86.3M
Russell Investments Group, Ltd. 0.10% Add +2.3% 177,465 $84.5M
Old Republic International Corp. 3.13% No change 177,000 $84.5M
Sequoia Financial Advisors, LLC 0.51% Add +3.3% 176,626 $84.3M
Credit Agricole S A 0.27% — 173,599 $82.8M
Midwest Trust Co 1.05% Reduce -1.4% 169,709 $81.0M
Nisa Investment Advisors, LLC 0.31% Add +5.2% 168,756 $80.5M
State of Tennessee, Department of Treasury 0.27% Add +1.1% 167,296 $79.8M
Daiwa Securities Group Inc. 0.27% Add +2.4% 166,167 $79.3M
State of New Jersey Common Pension Fund D 0.29% Add +2.5% 165,677 $79.1M
D. E. Shaw & Co. 0.07% Reduce -33.6% 163,619 $78.1M
Wealth Enhancement Advisory Services, LLC 0.12% Add +2.7% 158,970 $77.4M
Alpha Cubed Investments, LLC 2.67% Reduce -1.5% 160,764 $76.7M
Resona Asset Management Co.,Ltd. 0.36% Reduce -6.8% 158,627 $75.5M
Fort Washington Investment Advisors Inc. 0.41% Reduce -3.6% 157,730 $75.3M
Gateway Investment Advisers LLC 0.72% Add +0.0% 157,033 $74.9M
Teacher Retirement System of Texas 0.30% Reduce -3.6% 155,499 $74.2M
Man Group plc 0.14% Add +361.5% 153,582 $73.3M
MML Investors Services, LLC 0.19% Reduce -1.1% 152,598 $72.8M
Commerzbank Aktiengesellschaft 1.49% Reduce -10.1% 150,507 $71.8M
Cibc World Market Inc. 0.15% Reduce -7.1% 150,279 $71.7M
STRS Ohio 0.26% Add +8.1% 149,153 $71.2M
Lansforsakringar Fondforvaltning AB (publ) 0.37% Reduce -7.7% 148,562 $70.9M
KBC Group NV 0.17% Add +2.3% 146,495 $69.9M
Quadrature Capital Ltd 0.82% Add +253.2% 144,789 $69.1M
Vest Financial, LLC 0.87% Reduce -26.5% 140,312 $66.9M
Mercer Global Advisors Inc. 0.11% Add +38.1% 140,236 $66.9M
Huntington National Bank 0.54% Reduce -4.5% 137,867 $65.8M
Arizona State Retirement System 0.35% Reduce -1.7% 137,328 $65.5M
Forsta Ap-Fonden 0.39% Add +0.3% 137,200 $65.5M
Aware Super Pty Ltd as trustee of Aware Super 0.89% Reduce -5.5% 136,095 $64.9M
Erste Asset Management GmbH 0.62% Add +32.7% 136,421 $64.3M
Captrust Financial Advisors 0.13% Add +1.4% 134,088 $64.0M
State of Michigan Retirement System 0.31% Reduce -0.9% 133,872 $63.9M
Susquehanna International Group, LLP 0.09% Reduce -44.8% 131,044 $62.5M
Trexquant Investment LP 0.63% Reduce -5.0% 127,526 $60.8M
Achmea Investment Management B.V. 0.75% Reduce -0.5% 127,258 $60.7M
AXA Investment Managers S.A. 0.16% — 126,175 $60.2M
Sanctuary Advisors, LLC 0.34% Reduce -2.4% 125,697 $60.0M
Heritage Investors Management Corp. 1.79% Reduce -3.9% 125,392 $59.8M
HM Payson & Co. 0.86% Reduce -9.4% 125,093 $59.7M
Cartenna Capital, LP 3.11% Reduce -47.9% 125,000 $59.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.50% Add +3.3% 122,484 $58.4M
Natixis 0.32% New 122,331 $58.4M
Commerce Bank 0.32% Reduce -5.5% 121,852 $58.1M
Mediolanum International Funds Ltd 0.60% Add +35.0% 121,854 $57.5M
Meyer Handelman Co. 1.80% Reduce -3.0% 119,591 $57.1M
Czech National Bank 0.39% Add +3.5% 118,984 $56.8M
MetLife Investment Management, LLC 0.27% Reduce -2.8% 118,847 $56.7M
Skandinaviska Enskilda Banken AB (publ) 0.23% Reduce -9.6% 118,664 $56.6M
Gotham Asset Management 0.24% Add +19.1% 116,589 $55.6M
Janus Henderson Group PLC 0.03% Add +93.0% 115,757 $55.2M
Blair William & Co. 0.15% Add +1.8% 115,616 $55.2M
Sei Investments Co. 0.06% Add +10.6% 115,226 $55.0M
Squarepoint Ops LLC 0.12% Add +321.1% 113,225 $54.0M
Pinnacle Associates Ltd. 0.72% Add +0.3% 112,996 $53.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.27% Reduce -2.5% 112,499 $53.7M
S&co Inc. 3.27% Reduce -4.4% 112,078 $53.5M
Capital Fund Management S.A. 0.52% Add +14.5% 109,763 $52.4M
Rwa Wealth Partners, LLC 0.58% Add +20.9% 107,770 $51.4M
Bradley Foster & Sargent Inc. 0.76% Reduce -1.0% 107,732 $51.4M
Jones Financial Companies LLLP 0.03% Add +14.0% 107,752 $50.2M
Clearstead Advisors, LLC 0.73% Add +5.3% 104,767 $50.0M
Mirae Asset Global Investments Co., Ltd. 0.16% Add +27.9% 103,917 $49.6M
Handelsbanken Fonder AB 0.15% Reduce -5.7% 101,566 $48.5M
Cwm, LLC 0.15% Add +11.7% 101,188 $48.3M
Gabelli Funds LLC 0.33% Reduce -2.7% 101,152 $48.3M
Steward Partners Investment Advisory, LLC 0.28% Reduce -0.1% 100,998 $48.2M
Wesleyan Assurance Society 2.86% No change 100,379 $47.9M
Fred Alger Management, LLC 0.19% New 100,181 $47.8M
Paralel Advisors LLC 1.86% No change 100,000 $47.7M
Calamos Advisors LLC 0.28% Reduce -30.5% 99,522 $47.5M
Edmond DE Rothschild Holding S.A. 0.72% Reduce -12.9% 98,054 $46.8M
Banco Santander, S.A. 0.41% Add +17.2% 97,659 $46.6M
Interval Partners, LP 0.99% Reduce -64.7% 96,851 $46.2M
Comerica Bank 0.17% Reduce -4.3% 95,837 $45.7M
Vontobel Holding Ltd. 0.14% Reduce -10.0% 95,760 $45.7M
Cresset Asset Management, LLC 0.20% Reduce -8.0% 95,518 $45.6M
Busey Bank 1.26% Reduce -1.0% 94,374 $45.0M
Mesirow Financial Investment Management, Inc. 0.80% Reduce -1.6% 93,423 $44.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.11% Reduce -7.2% 92,424 $44.1M
Lido Advisors, LLC 0.18% Add +26.0% 92,363 $44.1M
Amalgamated Bank 0.31% Reduce -1.6% 91,937 $43.9M
Minneapolis Portfolio Management Group, LLC 5.00% Reduce -0.8% 91,292 $43.6M
Macquarie Group Ltd. 0.05% Add +3.8% 90,532 $43.2M
Aptus Capital Advisors, LLC 0.39% Reduce -4.7% 90,431 $43.1M
IFM Investors Pty Ltd 0.37% Reduce -1.7% 91,324 $42.5M
Country Trust Bank 0.93% Reduce -19.6% 88,904 $42.4M
BI Asset Management Fondsmaeglerselskab A/S 0.38% Reduce -6.2% 87,315 $41.7M
Allspring Global Investments Holdings, LLC 0.07% Reduce -37.2% 86,511 $41.6M
Brown Advisory Inc. 0.05% Add +2.6% 86,671 $41.4M
J. Goldman & Co LP 1.55% New 85,665 $40.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.26% Reduce -30.2% 85,412 $40.8M
D.A. Davidson & Co. 0.26% Add +1.6% 83,978 $40.1M
Yaupon Capital Management LP 2.02% New 82,253 $39.2M
NEOS Investment Management LLC 0.29% Add +62.9% 81,788 $39.0M
LSV Asset Management 0.09% Reduce -12.7% 81,500 $38.9M
Conning Inc. 1.36% Reduce -18.8% 81,480 $38.9M
Tocqueville Asset Management L.P. 0.56% Add +0.0% 80,990 $38.6M
QRG Capital Management, Inc. 0.47% Reduce -25.8% 80,907 $38.6M
Private Advisor Group, LLC 0.19% Add +8.1% 80,287 $38.3M
Yousif Capital Management, LLC 0.40% Reduce -6.7% 79,430 $37.9M
Varma Mutual Pension Insurance Co 0.24% Add +13.3% 78,556 $37.5M
Allworth Financial LP 0.17% Reduce -2.1% 78,181 $37.3M
ING Groep NV 0.20% Add +18.5% 77,967 $37.2M
Willis Investment Counsel 2.03% Reduce -2.4% 77,731 $37.1M
Advisors Capital Management, LLC 0.46% Add +1.6% 77,083 $36.8M
&partners 0.24% Add +14.5% 82,892 $36.8M
Regions Financial Corp. 0.24% Reduce -2.5% 76,565 $36.5M
NorthCrest Asset Manangement, LLC 0.87% Reduce -0.1% 75,021 $36.5M
Utah Retirement Systems 0.35% Reduce -2.5% 76,518 $36.5M
Levin Capital Strategies, L.P. 3.32% Reduce -0.3% 75,866 $36.2M
Police & Firemen's Retirement System of New Jersey 0.29% Add +6.2% 74,699 $35.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Reduce -53.2% 74,587 $35.5M
Beacon Pointe Advisors, LLC 0.30% Reduce -12.5% 74,248 $35.4M
Vanguard Personalized Indexing Management, LLC 0.36% Add +3.6% 73,363 $35.0M
Vaughan David Investments LLC 0.74% Reduce -8.2% 72,331 $34.5M
CSM Advisors, LLC 0.96% Reduce -19.1% 72,313 $34.5M
Prospera Financial Services Inc 0.58% Reduce -4.5% 71,665 $34.2M
Nichols & Pratt Advisers LLP 2.15% Add +1.6% 71,430 $34.1M
Marco Investment Management LLC 2.61% Reduce -1.1% 71,290 $34.0M
Ausdal Financial Partners, Inc. 1.65% Add +1.9% 71,118 $33.9M
Ilmarinen Mutual Pension Insurance Co 0.25% Reduce -18.6% 70,800 $33.8M
Rheos Capital Works Inc. 1.87% New 70,000 $33.4M
Peapack Gladstone Financial Corp. 0.43% Add +0.1% 69,312 $33.1M
NorthCoast Asset Management LLC 0.13% Reduce -4.1% 68,999 $32.9M
Badgley Phelps Wealth Managers, LLC 0.69% Add +1.1% 68,917 $32.9M
J. Safra Sarasin Holding AG 0.53% Add +4.1% 68,840 $32.8M
Fayez Sarofim & Co 0.08% Reduce -0.1% 68,732 $32.8M
Glenview Trust Co 0.52% Reduce -0.9% 68,500 $32.7M
Polar Capital Holdings Plc 0.16% Add +22.4% 68,321 $32.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.18% Reduce -10.1% 67,716 $32.3M
CIBC Asset Management Inc 0.09% Reduce -0.7% 67,633 $32.3M
Xponance LLC 0.25% Reduce -4.8% 67,039 $32.0M
Capital International, Inc. 0.25% Add +29.4% 66,546 $31.8M
Wealthfront Advisers LLC 0.07% Add +2.4% 66,260 $31.6M
Covalis Capital LLP 3.64% Reduce -24.4% 65,454 $31.2M
Walleye Capital LLC 0.28% Reduce -57.4% 64,864 $30.9M
Fiduciary Trust Co 0.35% Add +0.3% 64,826 $30.9M
Pathstone Holdings, LLC 0.12% Reduce -0.1% 64,811 $30.9M
Oppenheimer & Co. Inc. 0.38% Add +8.8% 64,755 $30.9M
CIBC Bancorp USA Inc. 0.19% — 64,699 $30.9M
Factory Mutual Insurance Co. 0.30% No change 64,100 $30.6M
Dakota Wealth Management 0.62% Reduce -15.4% 64,046 $30.6M
New York Life Investment Management LLC 0.27% Reduce -0.8% 63,650 $30.4M
Ofi Invest Asset Management 0.63% Reduce -21.5% 73,966 $30.0M
TD Waterhouse Canada Inc. 0.19% Reduce -0.8% 61,921 $29.8M
Woodline Partners LP 0.14% Add +21.7% 61,915 $29.5M
Westchester Capital Management, Inc. 6.34% Reduce -2.7% 61,806 $29.5M
Brookstone Capital Management 0.35% Reduce -0.0% 61,422 $29.3M
Stephens Inc. 0.37% Reduce -10.9% 61,155 $29.2M
Cutler Investment Counsel LLC 3.05% Reduce -0.8% 60,916 $29.1M
Public Employees Retirement Association of Colorado 0.11% Reduce -3.3% 60,364 $28.8M
Nissay Asset Management Corp. /Japan 0.16% Reduce -0.9% 60,330 $28.8M
Blackhill Capital Inc. 1.42% No change 60,000 $28.6M
Scotia Capital Inc. 0.12% Reduce -24.8% 59,528 $28.4M
Teachers Retirement System of the State of Kentucky 0.22% Add +57.6% 59,476 $28.4M
Moran Wealth Management, LLC 0.85% Reduce -1.7% 59,357 $28.3M
B. Metzler seel. Sohn & Co. AG 0.25% Add +3.6% 59,091 $28.2M
Schonfeld Strategic Advisors LLC 0.19% Reduce -81.4% 58,410 $27.9M
USS Investment Management Ltd 0.13% No change 58,354 $27.8M
Ethic Inc. 0.45% Reduce -0.7% 57,824 $27.6M
Delta Asset Management LLC 2.32% Reduce -0.7% 57,331 $27.4M
MassMutual Private Wealth & Trust, FSB 0.69% Reduce -3.6% 57,040 $27.2M
Mutual of America Capital Management LLC 0.28% Reduce -4.6% 56,649 $27.0M
ASR Vermogensbeheer N.V. 0.32% Reduce -0.5% 56,075 $26.8M
Federation des caisses Desjardins du Quebec 0.10% Add +14.8% 55,888 $26.7M
Cadinha & Co. LLC 3.61% Add +1.1% 55,617 $26.5M
CCM Investment Advisers LLC 2.60% Reduce -0.7% 55,219 $26.3M
Oppenheimer Asset Management Inc. 0.29% Reduce -10.0% 55,116 $26.3M
Callahan Advisors, LLC 2.20% Reduce -1.4% 54,385 $25.9M
Congress Asset Management Co. 0.17% Reduce -0.5% 54,084 $25.8M
Oregon Public Employees Retirement Fund 0.33% Add +31.7% 53,510 $25.5M
Guggenheim Capital LLC 0.19% Add +10.0% 53,181 $25.4M
Baker Avenue Asset Management, LP 0.60% Reduce -0.7% 52,708 $25.1M
Silvercrest Asset Management Group LLC 0.16% Reduce -10.3% 52,116 $24.9M
Richard C. Young & CO., LTD. 2.30% Reduce -2.3% 51,811 $24.7M
BLI - Banque de Luxembourg Investments 0.72% Reduce -42.0% 52,360 $24.7M
Harvest Portfolios Group Inc. 0.45% Reduce -21.1% 51,469 $24.6M
OP Asset Management Ltd 0.32% Add +1.3% 51,437 $24.5M
Los Angeles Capital Management LLC 0.08% Reduce -79.0% 51,351 $24.5M
Salem Investment Counselors Inc. 0.70% Add +1.3% 51,250 $24.5M
LaFleur & Godfrey LLC 2.95% Reduce -5.7% 50,914 $24.3M
State of Alaska, Department of Revenue 0.25% Reduce -4.7% 50,343 $24.0M
KCM Investment Advisors LLC 0.78% Reduce -2.5% 50,176 $23.9M
Wharton Business Group, LLC 1.03% Reduce -2.1% 49,578 $23.7M
Whittier Trust Co. 0.27% Reduce -3.2% 47,099 $23.4M
Allianz SE 0.48% No change 47,764 $22.8M
Inspire Investing, LLC 2.20% Reduce -5.6% 47,397 $22.6M
Ossiam 0.29% Add +631.4% 47,059 $22.5M
Bar Harbor Wealth Management 1.34% Reduce -0.1% 46,787 $22.3M
Independent Advisor Alliance 0.58% Add +4.7% 46,710 $22.3M
Integrated Advisors Network LLC 0.93% Reduce -1.3% 46,251 $22.1M
UMB Bank, n.a. 0.32% Reduce -2.5% 46,242 $22.1M
Savant Capital, LLC 0.13% Reduce -3.4% 46,092 $22.0M
Cornerstone Advisors, LLC 0.72% No change 46,000 $21.9M
DAVENPORT & Co LLC 0.12% Reduce -0.5% 45,901 $21.9M
MAI Capital Management 0.14% Add +33.8% 45,780 $21.8M
Synovus Financial Corp. 0.25% Add +9.2% 45,606 $21.8M
United Capital Financial Advisors, LLC 0.15% Reduce -3.8% 45,003 $21.5M
American Assets Investment Management, LLC 1.58% No change 45,000 $21.5M
HB Wealth Management, LLC 0.14% Add +7.6% 44,595 $21.3M
Aventail Capital Group, LP 1.01% Add +31.4% 44,422 $21.2M
Henshaw Capital LLC 0.79% No change 44,335 $21.2M
TruWealth Advisors, LLC 1.07% Add +62.3% 44,173 $21.1M
Union Bancaire Privee, UBP SA 0.30% Add +155.9% 47,231 $21.0M
First National Trust Co 0.72% Reduce -3.7% 43,736 $20.9M
Allied Investment Advisors, LLC 3.30% Reduce -0.5% 43,509 $20.8M
Marshall Wace, LLP 0.02% Reduce -94.3% 43,231 $20.6M
Kestra Private Wealth Services, LLC 0.27% Reduce -11.2% 43,229 $20.6M
Generali Asset Management SPA SGR 0.44% Reduce -3.0% 42,889 $20.5M
Shelton Capital Management 0.44% Add +0.8% 42,769 $20.4M
Nippon Life Global Investors Americas, Inc. 0.85% New 42,460 $20.3M
Segment Wealth Management, LLC 1.21% Reduce -0.2% 42,366 $20.2M
CIBC Private Wealth Group LLC 0.03% Add +3.1% 42,305 $20.2M
Glenmede Investment Management, LP 0.10% Add +1.6% 42,179 $20.1M
Summit Trail Advisors, LLC 0.28% Reduce -0.4% 42,171 $20.1M
Rafferty Asset Management, LLC 0.07% Reduce -0.7% 42,154 $20.1M
Manning & Napier Advisors LLC 0.26% Reduce -47.3% 42,140 $20.1M
Noesis Capital Mangement Corp. 3.12% Add +2.9% 42,063 $20.1M
Associated Banc-Corp 0.53% Add +0.2% 41,939 $20.0M
NBT Bank, N.A. 1.30% Reduce -26.2% 31,110 $19.9M
Stillwater Capital Advisors, LLC 2.24% Reduce -0.4% 41,778 $19.9M
Atwater Malick LLC 5.76% Reduce -3.0% 41,555 $19.8M
Benjamin Edwards Inc. 0.22% Add +2.1% 41,488 $19.8M
Vident Advisory, LLC 0.19% Add +35.6% 41,425 $19.8M
Dodge & Cox 0.01% Reduce -2.7% 40,794 $19.5M
Welch Group, LLC 0.76% Add +2.7% 40,697 $19.4M
Culbertson A N & Co. Inc. 2.74% Reduce -1.2% 40,636 $19.4M
Advisory Services Network, LLC 0.28% Add +1.1% 40,552 $19.3M
Public Sector Pension Investment Board 0.07% Add +16.3% 40,433 $19.3M
Crossmark Global Holdings, Inc. 0.29% Reduce -10.8% 40,185 $19.2M
Birmingham Capital Management Co. Inc. 8.76% No change 39,980 $19.1M
Empowered Funds, LLC 0.19% Reduce -47.7% 39,687 $18.9M
SlateStone Wealth, LLC 1.63% Reduce -13.9% 39,486 $18.8M
Stockman Wealth Management, Inc. 2.32% Reduce -3.8% 39,113 $18.7M
Clear Harbor Asset Management, LLC 1.31% Reduce -0.5% 38,969 $18.6M
Parsons Capital Management Inc. 1.05% Reduce -1.0% 38,833 $18.5M
Quilter Plc 0.32% Reduce -1.2% 38,685 $18.5M
FineMark National Bank & Trust 0.60% Reduce -16.9% 38,391 $18.3M
Pacer Advisors, Inc. 0.05% Add +0.0% 38,270 $18.3M
Janney Capital Management LLC 1.13% Reduce -0.3% 38,168 $18.2M
Meridian Wealth Management, LLC 0.70% Reduce -8.3% 37,963 $18.1M
Capital Investment Advisors, LLC 0.30% Reduce -0.3% 37,920 $18.1M
Lyell Wealth Management, LP 1.34% Add +1.3% 37,855 $18.1M
CENTRAL TRUST Co 0.38% Reduce -1.4% 37,843 $18.1M
Jacobs & Co. 1.72% Reduce -2.8% 37,790 $18.0M
Florida Trust Wealth Management Co 0.51% Reduce -2.0% 37,772 $18.0M
Van Lanschot Kempen Investment Management N.V. 0.16% Reduce -0.9% 37,307 $17.8M
Clifford Swan Investment Counsel LLC 0.59% No change 37,256 $17.8M
Pittenger & Anderson Inc. 0.65% Reduce -0.1% 37,074 $17.7M
Vantage Investment Partners, LLC 1.21% No change 36,963 $17.6M
Orion Porfolio Solutions, LLC 0.13% Add +19.3% 36,303 $17.3M
Ieq Capital, LLC 0.05% Add +84.2% 36,203 $17.3M
Greenwood Gearhart LLC 0.99% Add +0.0% 36,112 $17.2M
HighPoint Advisor Group LLC 0.82% Reduce -0.8% 36,093 $17.2M
Lee Danner & Bass Inc. 1.25% Reduce -5.7% 36,091 $17.2M
Norinchukin Bank, The 0.23% Reduce -3.2% 36,062 $17.2M
Whittier Trust Co. of Nevada Inc. 0.36% Add +0.3% 34,236 $17.0M
Bokf, NA 0.25% Reduce -5.0% 35,416 $16.9M
Scopus Asset Management, L.P. 0.40% Add +252.7% 35,269 $16.8M
LS Investment Advisors, LLC 2.36% Reduce -7.1% 35,102 $16.7M
Tema ETFs LLC 1.39% Add +170.8% 35,062 $16.7M
Albar Capital Partners LLP 3.74% New 34,363 $16.4M
UniSuper Management Pty Ltd 0.10% Add +16.3% 34,257 $16.3M
Jamison Private Wealth Management, Inc. 2.09% Add +0.3% 33,945 $16.2M
Cullinan Associates Inc. 1.04% Reduce -6.0% 33,525 $16.0M
Merit Financial Group, LLC 0.15% Add +8.9% 33,381 $15.9M
Paradiem, LLC 3.68% Add +4.7% 33,089 $15.8M
Lazard Asset Management LLC 0.02% Add +11.2% 32,980 $15.7M
Investment Management Corp of Ontario 0.24% Add +48.4% 32,762 $15.6M
Candriam S.C.A. 0.08% Reduce -12.1% 32,639 $15.6M
Intech Investment Management LLC 0.14% Reduce -69.6% 32,617 $15.6M
OMERS ADMINISTRATION Corp 0.11% Reduce -1.8% 32,141 $15.3M
SummitTX Capital, L.P. 0.63% Add +4.9% 31,956 $15.2M
Americana Partners, LLC 0.45% Add +21.7% 31,338 $15.0M
ARK Investment Management 0.09% Add +11.7% 31,144 $14.9M
Teamwork Financial Advisors, LLC 1.60% Add +296.6% 30,858 $14.7M
Citizens Financial Group Inc. 0.20% Add +5.9% 30,853 $14.7M
Banque Cantonale Vaudoise 0.55% Reduce -17.3% 30,807 $14.7M
Shelter Mutual Insurance Co 3.29% No change 30,780 $14.7M
Eagle Global Advisors LLC 0.56% Reduce -1.3% 30,723 $14.7M
Turtle Creek Wealth Advisors, LLC 1.30% Add +4.9% 30,578 $14.6M
Freestone Capital Holdings, LLC 0.45% Add +0.8% 30,541 $14.6M
DRH Investments, Inc. 13.22% Add +0.1% 30,434 $14.5M
Coldstream Capital Management Inc. 0.19% Add +9.9% 30,322 $14.5M
Davidson Kempner Capital Management LP 0.30% Add +20.0% 30,000 $14.3M
Mizuho Securities USA LLC 0.29% Add +5.0% 34,121 $14.3M
Dearborn Partners LLC 0.65% Reduce -1.9% 29,227 $13.9M
Kentucky Retirement Systems 0.38% Reduce -6.0% 29,072 $13.9M
Pinebridge Investments, L.P. 0.10% Reduce -55.6% 28,921 $13.8M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.43% Reduce -1.3% 28,806 $13.7M
Venture Visionary Partners LLC 0.47% Reduce -8.9% 28,508 $13.6M
Jefferies Financial Group Inc. 0.13% Add +62.1% 28,472 $13.6M
Fusion Capital, LLC 3.95% Reduce -2.1% 23,496 $13.6M
James Investment Research, Inc. 1.47% Reduce -2.2% 28,274 $13.5M
Longbow Finance SA 1.33% Reduce -13.8% 28,193 $13.5M
Beacon Investment Advisory Services, Inc. 0.57% Add +4.5% 28,145 $13.4M
Drexel Morgan & Co. 2.09% No change 27,886 $13.3M
Hantz Financial Services, Inc. 0.20% Add +9.1% 27,805 $13.3M
Simmons Bank 0.88% Reduce -1.4% 27,736 $13.2M
Connors Investor Services Inc. 1.13% New 27,697 $13.2M
Kanawha Capital Management LLC 0.91% Reduce -1.3% 27,631 $13.2M
Compass Capital Management, Inc. 0.69% Reduce -9.7% 27,536 $13.1M
Creekmur Asset Management LLC 2.18% Add +19.7% 27,509 $13.1M
Hartford Investment Management Co. 0.40% Reduce -3.3% 27,444 $13.1M
Rothschild Investment LLC 0.74% Reduce -1.8% 27,384 $13.1M
American National Bank & Trust 1.27% Add +1.1% 27,039 $12.9M
Canada Post Corp Registered Pension Plan 0.57% Add +138.1% 27,216 $12.8M
iA Global Asset Management Inc. 0.17% Add +19648.9% 26,661 $12.7M
WINTON GROUP Ltd 0.48% New 26,613 $12.7M
Independent Wealth Network Inc. 4.08% Add +0.1% 26,531 $12.7M
Farmers & Merchants Investments Inc. 0.36% Reduce -0.4% 26,481 $12.6M
LMCG Investments, LLC 0.73% Reduce -2.2% 26,166 $12.5M
CX Institutional 0.38% Reduce -20.9% 26,046 $12.4M
Waverly Advisors, LLC 0.12% Add +5.8% 25,720 $12.3M
Waratah Capital Advisors Ltd. 0.83% New 25,584 $12.2M
Prime Capital Investment Advisors, LLC 0.15% Reduce -9.7% 25,547 $12.2M
Sigma Investment Counselors Inc. 0.63% Reduce -0.4% 25,294 $12.1M
Integris Wealth Management, LLC 2.93% Reduce -0.3% 25,238 $12.0M
Generali Powszechne Towarzystwo Emerytalne 2.32% No change 25,118 $12.0M
Trifecta Capital Advisors, LLC 1.81% Add +5.1% 25,012 $11.9M
Tufton Capital Management 2.12% Reduce -0.3% 24,915 $11.9M
Apollon Wealth Management, LLC 0.21% Add +0.5% 24,800 $11.8M
Community Bank & Trust, Waco, Texas 2.44% Reduce -0.6% 24,772 $11.8M
J.W. Cole Advisors, Inc. 0.23% Reduce -0.2% 24,714 $11.8M
Elo Mutual Pension Insurance Co 0.19% Reduce -37.2% 24,706 $11.8M
MainStreet Investment Advisors LLC 1.58% Reduce -7.2% 24,693 $11.8M
First American Trust, FSB 0.86% Add +0.1% 24,690 $11.8M
Choreo, LLC 0.15% Add +1.1% 24,635 $11.8M
Braun Stacey Associates Inc. 0.38% Add +15.1% 24,611 $11.7M
Louisiana State Employees Retirement System 0.20% Reduce -0.8% 24,600 $11.7M
Knights of Columbus Asset Advisors LLC 0.67% Reduce -3.7% 24,511 $11.7M
Gulf International Bank (UK) Ltd 0.38% Reduce -1.7% 24,322 $11.6M
Goelzer Investment Management, Inc. 0.61% Reduce -0.8% 24,314 $11.6M
StoneX Group Inc. 0.50% Reduce -3.1% 24,194 $11.5M
Equitable Holdings, Inc. 0.08% Add +4.1% 23,970 $11.4M
Atlantic Union Bankshares Corp 0.21% Add +6.5% 23,909 $11.4M
Dynamic Advisor Solutions LLC 0.33% Add +0.6% 23,823 $11.4M
Composition Wealth, LLC 0.17% Add +2.9% 23,762 $11.3M
Livforsakringsbolaget Skandia, Omsesidigt 0.44% Add +2.1% 23,752 $11.3M
Kavar Capital Partners Group, LLC 1.50% Add +1.3% 23,524 $11.2M
Blue Trust, Inc. 0.13% Reduce -1.3% 23,467 $11.2M
Robeco Institutional Asset Management B.V. 0.02% Reduce -53.0% 23,452 $11.2M
Boothbay Fund Management, LLC 0.30% Reduce -44.3% 23,424 $11.2M
McGuire Investment Group, LLC 1.26% Reduce -0.8% 23,341 $11.1M
Concurrent Investment Advisors, LLC 0.19% Add +1.2% 23,305 $11.1M
Crestwood Advisors Group, LLC 0.19% Add +2.3% 23,094 $11.0M
Maryland State Retirement & Pension System 0.23% Add +2.5% 23,071 $11.0M
AE Wealth Management LLC 0.07% Add +15.9% 23,035 $11.0M
Sonora Investment Management Group, LLC 0.78% Add +4.2% 22,938 $10.9M
Stratos Wealth Partners, LTD. 0.13% Add +32.8% 22,897 $10.9M
Narwhal Capital Management 0.81% Reduce -12.8% 22,862 $10.9M
Logan Capital Management Inc. 0.46% No change 22,856 $10.9M
Securian Asset Management, Inc. 0.29% Reduce -8.0% 22,626 $10.8M
Texas Capital Bank Wealth Management Services Inc 0.89% Add +6.5% 22,568 $10.8M
Metis Global Partners, LLC 0.25% Reduce -5.2% 22,533 $10.8M
Stonegate Investment Group, LLC 0.25% Add +125.2% 22,510 $10.7M
Tiaa Trust, National Association 0.03% Reduce -1.5% 22,413 $10.7M
Signet Financial Management, LLC 1.24% Reduce -7.1% 22,297 $10.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.08% Reduce -18.6% 22,251 $10.6M
Capital Investment Counsel, LLC 1.56% Add +0.0% 22,225 $10.6M
Kingswood Wealth Advisors, LLC 0.64% Add +12.6% 22,202 $10.6M
Summitry LLC 0.45% Add +4.6% 22,137 $10.6M
Park Avenue Securities LLC 0.08% Add +8.2% 21,842 $10.4M
Axxcess Wealth Management, LLC 0.22% Add +9.2% 21,816 $10.4M
F/m Investments LLC 0.40% Reduce -0.8% 21,720 $10.4M
Valeo Financial Advisors, LLC 0.24% Reduce -31.0% 21,633 $10.3M
Arkadios Wealth Advisors 0.25% Add +10.9% 21,616 $10.3M
Principal Securities, Inc. 0.17% Add +3.3% 21,520 $10.3M
Principle Wealth Partners LLC 0.59% Add +0.8% 21,409 $10.2M
SteelPeak Wealth, LLC 0.34% Add +88.2% 21,373 $10.2M
Bleakley Financial Group, LLC 0.24% Add +0.7% 21,293 $10.2M
Sagespring Wealth Partners, LLC 0.20% Add +0.6% 21,264 $10.1M
New Mexico Educational Retirement Board 0.31% Reduce -6.2% 21,202 $10.1M
Daiichi Life Insurance Co., Ltd. 0.25% Reduce -0.4% 21,164 $10.1M
Wesbanco Bank Inc. 0.28% Reduce -7.7% 21,120 $10.1M
Citizens National Bank Trust Department 1.79% Reduce -0.5% 21,021 $10.0M
Integrated Wealth Concepts LLC 0.09% Add +11.8% 21,005 $10.0M
Howe & Rusling Inc. 0.69% Add +1.0% 20,963 $10.0M
Sigma Planning Corp 0.28% Reduce -3.2% 20,953 $10.0M
Ferguson Wellman Capital Management, Inc. 0.16% Add +1.4% 20,947 $10.0M
City Holding Co. 1.26% Reduce -2.9% 20,931 $10.0M
Addenda Capital Inc. 0.29% Reduce -19.7% 20,852 $9.9M
Meiji Yasuda Asset Management Co Ltd. 0.47% Reduce -2.7% 20,768 $9.9M
Leonteq Securities AG 0.53% Add +95.9% 20,673 $9.9M
Griffin Asset Management, Inc. 1.11% Add +0.1% 20,657 $9.9M
Silver Oak Securities, Incorporated 0.74% Reduce -7.7% 20,633 $9.8M
Knuff & Co LLC 2.84% No change 20,569 $9.8M
Central Bank & Trust Co. 1.55% Reduce -0.6% 20,544 $9.8M
Covington Investment Advisors Inc. 1.28% Add +0.2% 20,537 $9.8M
Searle & Co. 2.59% Add +0.9% 20,441 $9.8M
Forvis Mazars Wealth Advisors, LLC 0.19% Reduce -1.4% 20,407 $9.7M
Verition Fund Management LLC 0.06% Reduce -3.4% 20,368 $9.7M
EagleClaw Capital Managment, LLC 1.36% Add +10.3% 20,325 $9.7M
Parcion Private Wealth LLC 0.60% Add +0.6% 20,265 $9.7M
Ashton Thomas Private Wealth, LLC 0.25% Add +9.6% 20,248 $9.7M
Bessemer Group Inc. 0.01% Add +1.7% 20,141 $9.6M
Capitolis Liquid Global Markets LLC 0.08% New 20,000 $9.5M
German American Bancorp, Inc. 0.84% Reduce -10.5% 19,954 $9.5M
Empirical Finance, LLC 0.45% Add +11.9% 19,919 $9.5M
Mutual Advisors, LLC 0.21% Reduce -6.9% 18,255 $9.5M
Sentry LLC 2.35% Add +0.0% 19,828 $9.5M
Boit C F David 4.21% No change 19,500 $9.3M
Welch & Forbes LLC 0.11% Reduce -1.6% 19,444 $9.3M
First Financial Bank - Trust Division 0.79% Reduce -3.9% 19,353 $9.2M
Spinnaker Trust 0.51% Reduce -1.2% 19,330 $9.2M
Physicians Financial Services, Inc. 2.51% Reduce -0.5% 19,294 $9.2M
Bailard, Inc. 0.20% Reduce -2.6% 19,276 $9.2M
Madison Asset Management, LLC 0.10% Reduce -4.0% 19,217 $9.2M
Mather Group, Llc. 0.09% Reduce -1.3% 19,190 $9.2M
Anderson Hoagland & Co. 0.82% Reduce -0.3% 19,187 $9.2M
Koshinski Asset Management, Inc. 0.65% Reduce -0.8% 19,144 $9.1M
Farther Finance Advisors, LLC 0.14% Add +48.6% 19,084 $9.1M
Canandaigua National Bank & Trust Co. 0.80% Add +7.4% 18,947 $9.0M
Atria Investments, Inc 0.10% Reduce -22.2% 18,935 $9.0M
Cannell & Spears LLC 0.17% Reduce -0.5% 18,853 $9.0M
Caldwell Trust Co 0.84% Reduce -0.6% 18,821 $9.0M
CPC Advisors, LLC 0.95% Add +46.2% 18,797 $9.0M
Mairs & Power Inc. 0.08% Reduce -3.4% 18,710 $8.9M
Baader Bank Aktiengesellschaft 0.74% Reduce -21.9% 18,937 $8.9M
New Age Alpha Advisors, LLC 0.37% Reduce -7.1% 18,603 $8.9M
King Luther Capital Management Corp. 0.04% Reduce -14.3% 18,506 $8.8M
Trajan Wealth LLC 0.38% Add +20.6% 18,380 $8.8M
Liberty One Investment Management, LLC 0.49% Add +29.4% 18,327 $8.7M
HITE Hedge Asset Management LLC 0.48% Reduce -39.6% 18,322 $8.7M
Financial & Tax Architects, LLC 1.92% Reduce -6.5% 18,271 $8.7M
Level Four Advisory Services, LLC 0.30% Add +0.9% 18,151 $8.7M
Tribune Investment Group LP 4.16% New 18,000 $8.6M
Global Retirement Partners, LLC 0.19% Add +11.0% 17,981 $8.6M
Aries Wealth Management 2.03% Add +0.5% 17,975 $8.6M
Northeast Investment Management 0.35% Reduce -0.2% 17,973 $8.6M
Williams Jones Wealth Management, LLC. 0.10% Add +11.7% 17,963 $8.6M
Kiley Juergens Wealth Management, LLC 1.89% Reduce -1.7% 17,932 $8.6M
VestGen Advisors, LLC 0.28% Add +64.0% 17,918 $8.5M
Aull & Monroe Investment Management Corp 4.37% Reduce -2.4% 17,891 $8.5M
Community Bank of Raymore 5.91% Reduce -3.4% 17,886 $8.5M
PFG Advisors 0.35% Add +2.8% 17,878 $8.5M
Fourpath Capital Management, LLC 1.21% Reduce -0.7% 17,808 $8.5M
Pure Financial Advisors, LLC 0.14% Reduce -4.7% 17,770 $8.5M
Cary Street Partners Financial LLC 0.22% Reduce -3.0% 17,738 $8.5M
Foster & Motley Inc. 0.46% Reduce -6.3% 17,722 $8.5M
Cordgrass Capital Advisors, LLC 2.09% No change 17,713 $8.5M
Stock Yards Bank & Trust Co. 0.26% Reduce -5.4% 17,663 $8.4M
Nomura Holdings Inc. 0.04% Reduce -77.8% 17,591 $8.4M
Fifth Third Wealth Advisors LLC 0.31% Reduce -0.9% 17,479 $8.3M
Vise Technologies, Inc. 0.31% Reduce -13.4% 17,462 $8.3M
Horizon Investments, LLC 0.11% Add +21.7% 17,363 $8.3M
OneDigital Investment Advisors LLC 0.08% Reduce -2.5% 17,271 $8.2M
Illinois Municipal Retirement Fund 0.11% Add +7.3% 17,262 $8.2M
Advocate Group LLC 1.35% Reduce -1.5% 17,257 $8.2M
Compound Planning, Inc. 0.27% Add +5.3% 17,237 $8.2M
Bridge Creek Capital Management LLC 2.28% Reduce -3.3% 17,159 $8.2M
Allstate Corp. 0.19% Add +1922.6% 17,152 $8.2M
ExodusPoint Capital Management, LP 0.11% Reduce -53.0% 16,861 $8.0M
Moors & Cabot, Inc. 0.35% Reduce -16.2% 16,792 $8.0M
Groupe la Francaise 0.11% Reduce -37.0% 17,157 $8.0M
Beese Fulmer Investment Management, Inc. 0.55% Reduce -2.2% 16,680 $8.0M
Focus Partners Advisor Solutions, LLC 0.09% Add +63.7% 15,809 $8.0M
Equitable Trust Co. 0.36% Add +14.0% 16,613 $7.9M
Mgo One Seven LLC 0.18% Add +4.8% 16,600 $7.9M
Neville Rodie & Shaw Inc. 0.57% Reduce -6.1% 16,594 $7.9M
Flputnam Investment Management Co. 0.12% Add +2.0% 16,581 $7.9M
Ipswich Investment Management Co., Inc. 1.85% Reduce -2.6% 16,581 $7.9M
Colonial Trust Advisors 0.60% Reduce -3.5% 16,460 $7.9M
Romano Brothers and Company 0.90% Reduce -3.4% 16,433 $7.8M
Wedbush Securities Inc. 0.26% Reduce -9.0% 16,426 $7.8M
Caprock Group, LLC 0.19% — 18,638 $7.8M
Roundview Capital LLC 0.49% Reduce -1.1% 16,297 $7.8M
Castleark Management LLC 0.22% New 16,230 $7.7M
Groupama Asset Managment 0.12% Reduce -11.8% 16,185 $7.7M
Family Legacy, Inc. 2.36% Reduce -3.3% 16,152 $7.7M
Gouws Capital LLC 4.24% Add +1.3% 16,149 $7.7M
Siemens Fonds Invest GmbH 0.42% Reduce -3.6% 16,099 $7.7M
Sandhill Capital Partners LLC 0.54% Add +0.1% 16,098 $7.7M
Montag A & Associates Inc. 0.35% Add +3.2% 16,047 $7.7M
Highland Capital Management, LLC 0.38% Reduce -1.1% 16,028 $7.6M
Ascent Wealth Partners, LLC 0.89% Reduce -0.7% 16,011 $7.6M
Guyasuta Investment Advisors Inc. 0.44% No change 15,919 $7.6M
Tokio Marine Asset Management Co. Ltd. 0.27% Add +3.7% 15,699 $7.5M
IFP Advisors, Inc 0.19% Reduce -0.7% 15,651 $7.5M
Country Club Bank 0.44% Reduce -7.9% 15,774 $7.4M
Holderness Investments Co. 1.52% Reduce -0.8% 15,558 $7.4M
Columbia Asset Management 1.38% Reduce -1.3% 15,461 $7.4M
Vinva Investment Management Ltd 0.14% Reduce -53.9% 15,572 $7.3M
Brown Brothers Harriman & Co. 0.04% Add +12.0% 15,349 $7.3M
FAS Wealth Partners, Inc. 0.49% Add +2.7% 15,294 $7.3M
Wealthcare Advisory Partners LLC 0.15% Reduce -0.2% 15,273 $7.3M
Smith Salley Wealth Management 0.37% Add +16.9% 15,263 $7.3M
Callan Family Office, LLC 0.23% Reduce -12.2% 15,220 $7.3M
Independent Financial Group, LLC 0.17% Reduce -0.7% 15,191 $7.2M
Hodges Capital Management Inc. 0.62% Add +3.6% 15,163 $7.2M
Great Lakes Advisors, LLC 0.06% Reduce -63.4% 15,122 $7.2M
Mirabella Financial Services LLP 0.63% Reduce -23.1% 14,974 $7.2M
Community Bank, N.A. 0.87% Reduce -2.8% 15,076 $7.2M
TCI Wealth Advisors, Inc. 0.43% Add +0.1% 15,051 $7.2M
Leavell Investment Management, Inc. 0.30% Add +1.0% 15,046 $7.2M
Kentucky Farm Bureau Mutual Insurance Co 1.76% No change 15,000 $7.2M
DKRT Investments Corp. 1.72% No change 15,000 $7.2M
Alight Capital Management LP 1.71% Reduce -57.8% 15,000 $7.2M
RBF Capital, LLC 0.33% No change 15,000 $7.2M
Northwestern Mutual Investment Management Company, LLC 0.10% Reduce -0.5% 14,932 $7.1M
Greenleaf Trust 0.06% Reduce -4.6% 14,916 $7.1M
Johnson Investment Counsel Inc. 0.06% Add +3.5% 14,799 $7.1M
SevenBridge Financial Group, LLC 1.16% Add +17.6% 12,321 $7.1M
Palmer Knight Co 3.34% Reduce -2.5% 14,787 $7.1M
Monument Capital Management 1.76% Reduce -3.0% 14,741 $7.0M
First Business Financial Services, Inc. 0.64% No change 14,667 $7.0M
AG2R La Mondiale Gestion D'actifs 0.36% No change 17,876 $6.9M
Robbins Farley 2.88% Reduce -2.8% 14,522 $6.9M
Mercuria Capital Strategies, LLC 9.11% New 14,490 $6.9M
Reliant Investment Management, LLC 2.62% Reduce -1.4% 14,490 $6.9M
Johnson Financial Group, Inc. 0.26% Add +8.8% 14,489 $6.9M
Eukles Asset Management 2.67% Reduce -1.0% 14,391 $6.9M
Montgomery Investment Management Inc. 2.41% Reduce -0.1% 14,363 $6.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.14% Add +0.3% 14,356 $6.9M
Plato Investment Management Ltd 0.46% Add +4.9% 14,447 $6.8M
Wilmington Savings Fund Society, FSB 0.16% Reduce -28.9% 14,295 $6.8M
Deane Retirement Strategies, Inc. 2.93% Reduce -1.6% 14,269 $6.8M
Malaga Cove Capital, LLC 2.47% Reduce -0.4% 14,258 $6.8M
Raiffeisen Bank International AG 0.09% Add +60.3% 14,395 $6.8M
Eastern Bank 0.12% Reduce -1.1% 14,144 $6.7M
Debussy Capital Management LP 0.95% Reduce -14.3% 14,139 $6.7M
FRG Family Wealth Advisors LLC 1.08% No change 14,024 $6.7M
Ritholtz Wealth Management 0.13% Add +7.7% 13,960 $6.7M
Pflug Koory, LLC 3.15% Add +0.5% 13,923 $6.6M
JPL Wealth Management, LLC 1.57% Reduce -2.3% 13,893 $6.6M
Chilton Capital Management LLC 0.22% Add +345.9% 13,889 $6.6M
Seascape Capital Management 1.89% Add +0.4% 13,833 $6.6M
Private Wealth Asset Management, LLC 0.78% Reduce -1.3% 13,826 $6.6M
Geneos Wealth Management Inc. 0.17% Reduce -9.3% 13,689 $6.5M
Clearbridge Investments, LLC 0.00% Add +14.0% 13,573 $6.5M
Vestcor Inc 0.19% Reduce -24.6% 13,549 $6.5M
Asset Dedication, LLC 0.43% Reduce -1.9% 13,544 $6.5M
Nicholas Hoffman & Company, LLC. 0.16% Add +1.4% 13,537 $6.5M
Generali Investments CEE, investicni spolecnost, a.s. 0.49% Reduce -17.0% 13,531 $6.5M
OneAscent Financial Services LLC 0.43% Reduce -1.7% 13,531 $6.5M
B & T Capital Management DBA Alpha Capital Management 1.02% Reduce -1.0% 13,513 $6.4M
Meeder Advisory Services, Inc. 0.30% Add +7.3% 13,491 $6.4M
Mathes Company, Inc. 2.31% Reduce -0.7% 13,397 $6.4M
Resolute Wealth Strategies, LLC 2.91% Reduce -1.2% 13,342 $6.4M
Jericho Financial, LLP 3.86% Add +0.2% 13,311 $6.4M
FourThought Financial Partners, LLC 0.56% Add +0.6% 13,291 $6.3M
Traynor Capital Management, Inc. 0.36% Add +6.3% 13,277 $6.3M
LBP Am SA 0.08% Add +246.1% 13,271 $6.3M
Trust Co. of Toledo NA 0.63% Add +4.8% 13,254 $6.3M
Cyndeo Wealth Partners, LLC 0.35% Add +206.7% 13,252 $6.3M
Quadrant Capital Group LLC 0.21% Add +0.3% 13,243 $6.3M
Ogorek Anthony Joseph /NY/ 1.79% Add +2.6% 13,134 $6.3M
Anchor Investment Management, LLC 0.52% Reduce -0.4% 13,133 $6.3M
Spire Wealth Management 0.21% Add +20.1% 12,888 $6.1M
Hayek Kallen Investment Management 1.93% Reduce -0.9% 12,825 $6.1M
Integrity Alliance, Llc. 0.29% Add +16.0% 12,790 $6.1M
Verdence Capital Advisors LLC 0.35% Add +16.6% 11,559 $6.1M
Viewpoint Capital Management LLC 2.68% No change 12,765 $6.1M
Occidental Asset Management, LLC 0.76% Add +1.3% 12,752 $6.1M
Blue Edge Capital, LLC 0.86% Reduce -5.4% 12,744 $6.1M
Webster Bank, N. A. 0.58% Reduce -1.8% 12,718 $6.1M
Summit Financial, LLC 0.09% Add +3.8% 12,714 $6.1M
U.S. Capital Wealth Advisors, LLC 0.16% Add +1.2% 12,680 $6.1M
Faithward Advisors, LLC 0.90% Reduce -2.8% 12,653 $6.0M
Mufg Securities Americas Inc. 0.39% Add +21.2% 12,633 $6.0M
NorthRock Partners, LLC 0.11% Add +24.9% 12,540 $6.0M
Barbara Oil Co. 2.22% No change 12,500 $6.0M
Modus Advisors, LLC 1.62% Add +1.9% 12,470 $5.9M
Capital Investment Counsel, Inc 0.72% Reduce -7.5% 12,466 $5.9M
Providence Wealth Advisors, LLC 3.74% Reduce -0.6% 11,296 $5.9M
Burney Co./ 0.19% Reduce -2.1% 12,410 $5.9M
Valley Wealth Managers, Inc. 0.39% Reduce -1.0% 12,382 $5.9M
Barometer Capital Management Inc. 1.35% New 12,400 $5.9M
Essex Financial Services, Inc. 0.35% Reduce -6.8% 12,318 $5.9M
Kintegral Advisory, LLC 0.50% Reduce -0.5% 12,297 $5.9M
BNC Wealth Management, LLC 1.48% Add +8.9% 12,285 $5.9M
Hudson Capital Management LLC 1.61% Add +2.1% 12,285 $5.9M
Lifeworks Advisors, LLC 0.78% Add +6.1% 12,249 $5.8M
Alps Advisors Inc. 0.03% Reduce -14.0% 12,236 $5.8M
Truvestments Capital LLC 1.05% Reduce -9.5% 12,218 $5.8M
Mission Creek Capital Partners, Inc. 1.15% Add +0.1% 12,215 $5.8M
Gilliland Jeter Wealth Management LLC 1.80% Reduce -4.8% 12,200 $5.8M
Kentucky Retirement Systems Insurance Trust Fund 0.38% Reduce -7.2% 12,186 $5.8M
Jacobi Capital Management LLC 0.35% Reduce -3.6% 12,107 $5.8M
Wright Investors Service Inc. 1.67% Reduce -13.6% 12,083 $5.8M
Robertson Stephens Wealth Management, LLC 0.17% Reduce -19.1% 12,069 $5.8M
Ledyard National Bank 0.52% Reduce -3.4% 12,066 $5.8M
Sapient Capital LLC 0.09% Reduce -0.0% 12,173 $5.7M
New Hampshire Trust 1.10% Reduce -0.1% 11,954 $5.7M
Sowell Financial Services LLC 0.22% Add +0.8% 11,951 $5.7M
Global Wealth Management Investment Advisory, Inc. 0.95% Reduce -4.3% 11,924 $5.7M
Trust Co. of Vermont 0.25% Reduce -0.6% 11,918 $5.7M
Applied Capital LLC 4.05% Reduce -0.3% 11,863 $5.7M
Signaturefd, LLC 0.09% Add +1.4% 11,835 $5.6M
Moneta Group Investment Advisors LLC 0.04% Add +6.6% 11,835 $5.6M
Munich Reinsurance Co Stock Corp in Munich 0.14% — 11,795 $5.6M
MWA Asset Management 3.10% Add +0.5% 11,762 $5.6M
GAMMA Investing LLC 0.31% Add +9.8% 11,763 $5.6M
Edgar Lomax Co. 0.44% Reduce -22.6% 11,750 $5.6M
J.P. Marvel Investment Advisors, LLC 0.81% Add +0.7% 11,744 $5.6M
Heritage Trust Co 0.59% Reduce -2.4% 11,701 $5.6M
Fidelis Capital Partners, LLC 0.44% Add +14.2% 11,697 $5.6M
Seizert Capital Partners, LLC 0.24% No change 11,678 $5.6M
Plimoth Trust Co. LLC 1.26% Reduce -2.1% 11,623 $5.5M
Laird Norton Wetherby Wealth Management, LLC 0.23% Add +3.8% 11,569 $5.5M
Argyle Capital Management, LLC 1.90% Reduce -0.4% 11,524 $5.5M
HBK Sorce Advisory LLC 0.14% Add +8.7% 10,258 $5.5M
Kingsview Wealth Management, LLC 0.08% Add +2.8% 11,468 $5.5M
Money Concepts Capital Corp. 0.34% Add +3.8% 11,442 $5.5M
Whitener Capital Management, Inc. 1.30% Add +1.4% 11,417 $5.4M
North Star Investment Management Corp. 0.35% Add +0.1% 11,382 $5.4M
Members Trust Co 0.18% Reduce -1.3% 11,301 $5.4M
Smith, Moore & Co. 0.41% Reduce -3.3% 11,234 $5.4M
Stokes Capital Advisors, LLC 1.24% Add +4.2% 11,133 $5.3M
Studio Investment Management LLC 1.00% Reduce -12.7% 11,126 $5.3M
Tritonpoint Wealth, LLC 0.46% Add +6.9% 11,121 $5.3M
Spirit of America Management Corp. 1.06% No change 11,090 $5.3M
Chilton Investment Co. Inc. 0.11% Add +944.3% 11,059 $5.3M
Altrius Capital Management Inc 1.20% Reduce -20.0% 11,045 $5.3M
Eventide Asset Management, LLC 0.09% New 11,147 $5.3M
GAM Holding AG 0.33% Add +6.8% 11,040 $5.3M
CPA Asset Management Group, LLC 2.03% Add +0.0% 11,013 $5.3M
CreativeOne Wealth, LLC 0.13% Reduce -0.6% 11,008 $5.3M
Choate Investment Advisors 0.11% Add +6.5% 10,996 $5.2M
Ameritas Advisory Services, LLC 0.34% Reduce -3.8% 10,991 $5.2M
First Merchants Corp. 0.20% Reduce -8.0% 10,990 $5.2M
M&G PLC 0.03% Reduce -58.8% 10,960 $5.2M
Slow Capital, Inc. 0.61% Add +0.6% 10,889 $5.2M
World Investment Advisors 0.11% Add +5.1% 10,868 $5.2M
Nordwand Advisors, LLC 0.82% Add +0.5% 10,850 $5.2M
Asset Management Group, Inc. 0.85% Add +0.3% 10,842 $5.2M
Gallo Partners, LP 3.88% New 10,826 $5.2M
Argent Trust Co 0.18% Reduce -7.7% 10,777 $5.1M
Hixon Zuercher, LLC 1.56% Reduce -49.7% 10,776 $5.1M
Mitchell McLeod Pugh & Williams Inc. 0.83% Add +0.1% 9,788 $5.1M
Bank of Hawaii 0.26% Reduce -3.3% 10,745 $5.1M
Boyd Watterson Asset Management LLC 1.53% Reduce -0.2% 10,742 $5.1M
Perigon Wealth Management, LLC 0.10% Reduce -36.1% 10,621 $5.1M
Zhang Financial LLC 0.21% Add +2.8% 10,576 $5.0M
Creative Financial Designs Inc. 0.34% Reduce -3.7% 10,539 $5.0M
Mystic Asset Management, Inc. 1.14% Reduce -0.7% 10,538 $5.0M
MV Capital Management, Inc. 0.48% Reduce -8.2% 10,531 $5.0M
Focus Financial Network, Inc. 0.18% Add +1.5% 10,508 $5.0M
Lowe Brockenbrough & Co. Inc. 0.26% Add +3.9% 10,452 $5.0M
Tower Research Capital LLC (TRC) 0.14% Reduce -17.9% 10,434 $5.0M
Sound View Wealth Advisors Group, LLC 0.34% Reduce -0.8% 10,412 $5.0M
Capital Asset Advisory Services LLC 0.21% Add +5.2% 10,387 $5.0M
Azimuth Capital Investment Management LLC 0.18% Reduce -1.9% 10,365 $4.9M
Old National Bancorp 0.08% Reduce -2.1% 10,362 $4.9M
DMKC Advisory Services, LLC 2.51% Reduce -3.9% 10,352 $4.9M
Ameritas Investment Partners, Inc. 0.15% Reduce -8.3% 10,322 $4.9M
Modern Wealth Management, LLC 0.10% Add +0.8% 10,308 $4.9M
Mission Wealth Management, LP 0.10% Reduce -1.7% 10,297 $4.9M
BLB&B Advisors, LLC 0.21% Reduce -1.8% 10,264 $4.9M
LMG Wealth Partners, LLC 0.91% Reduce -0.6% 10,226 $4.9M
RB Capital Management, LLC 1.06% Add +2.6% 10,223 $4.9M
Procyon Advisors, LLC 0.29% Reduce -7.7% 10,213 $4.9M
Snowden Capital Advisors LLC 0.13% Reduce -13.7% 10,202 $4.9M
Onex Canada Asset Management Inc. 0.61% Reduce -1.0% 10,195 $4.9M
Pinnacle Financial Partners Inc 0.12% Reduce -36.5% 10,184 $4.9M
Whalerock Point Partners, LLC 0.99% Reduce -2.9% 10,172 $4.9M
Investor's Fiduciary Advisor Network, LLC 1.64% Reduce -0.5% 10,166 $4.8M
Finer Wealth Management, Inc. 2.42% Add +1.2% 10,162 $4.8M
Amova Asset Management Americas, Inc. 0.05% Reduce -9.0% 10,158 $4.8M
Kinloch Capital, LLC 2.10% Reduce -0.5% 10,058 $4.8M
McKinley Carter Wealth Services, Inc. 0.25% Reduce -2.4% 10,055 $4.8M
Fisher Funds Management LTD 0.13% No change 10,023 $4.8M
Alberta Investment Management Corp 0.04% Reduce -47.4% 10,000 $4.8M
Thoroughbred Financial Services, LLC 0.29% Reduce -2.0% 9,979 $4.8M
Arax Advisory Partners 0.07% Add +766.1% 9,960 $4.8M
RFG - Bristol Wealth Advisors, LLC 1.37% Reduce -1.6% 9,967 $4.8M
Naples Global Advisors, LLC 0.37% Reduce -3.8% 9,902 $4.7M
First Dallas Securities Inc. 1.77% Reduce -0.5% 9,890 $4.7M
Cullen/Frost Bankers, Inc. 0.05% Add +1.9% 9,872 $4.7M
Delta Capital Management LLC 2.47% Reduce -0.1% 9,870 $4.7M
IHT Wealth Management, LLC 0.12% Reduce -17.6% 9,856 $4.7M
Voleon Capital Management LP 0.11% Add +167.7% 9,855 $4.7M
Ramirez Asset Management, Inc. 0.65% Add +11.4% 9,850 $4.7M
Mattern Wealth Management LLC 0.94% Reduce -2.5% 9,833 $4.7M
Family Manage LLC 0.65% Reduce -3.8% 9,795 $4.7M
Davis R M Inc. 0.08% Add +164.8% 9,759 $4.7M
Evercore Wealth Management, LLC 0.07% Add +0.1% 9,733 $4.6M
AlTi Global, Inc. 0.11% Add +10.8% 9,711 $4.6M
Stenger Family Office, LLC 0.95% Add +18.5% 8,784 $4.6M
Curi Capital, LLC 0.08% Add +3.7% 9,641 $4.6M
1ST Source Bank 0.24% Add +1.9% 9,617 $4.6M
Parallel Advisors, LLC 0.08% Reduce -7.1% 9,586 $4.6M
Cumberland Advisors Inc. 1.75% No change 9,550 $4.6M
Wells Trecaso Financial Group, LLC 2.17% Reduce -44.2% 9,548 $4.6M
Prudential PLC 0.03% Reduce -2.8% 9,491 $4.5M
Profund Advisors LLC 0.15% Reduce -11.4% 9,477 $4.5M
Schnieders Capital Management, Llc. 0.73% — 9,458 $4.5M
Westpac Banking Corp. 0.28% Add +213.8% 9,413 $4.5M
Jackson Square Capital, LLC 0.98% Reduce -17.0% 9,381 $4.5M
Hartford Financial Management Inc. 1.18% Reduce -2.8% 9,363 $4.5M
Cannon Advisors, Inc. 3.00% Reduce -2.5% 8,575 $4.5M
Brendel Financial Advisors LLC 2.28% Add +2.7% 9,314 $4.4M
United Capital Management of KS, Inc. 0.60% Reduce -18.4% 9,294 $4.4M
Nilsine Partners, LLC 0.40% Add +2.3% 9,276 $4.4M
Pinnacle Holdings, LLC 1.73% Reduce -0.4% 9,250 $4.4M
Iowa State Bank 0.84% Reduce -2.5% 9,223 $4.4M
Asahi Life Asset Management Co., LTD. 2.43% Reduce -16.6% 9,198 $4.4M
Concord Wealth Partners 0.60% Reduce -5.1% 9,180 $4.4M
Buckley Wealth Management, LLC 1.20% Reduce -0.4% 9,150 $4.4M
KMG Fiduciary Partners, LLC 0.29% Add +0.1% 9,125 $4.4M
First National Bank & Trust Co. of Newtown 0.82% Reduce -0.6% 9,097 $4.3M
Great Valley Advisor Group, Inc. 0.09% Reduce -2.5% 9,066 $4.3M
Cullen Investment Group, LTD. 0.57% Reduce -0.5% 8,670 $4.3M
Twin Capital Management Inc. 0.54% Reduce -27.2% 9,039 $4.3M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -1.0% 9,006 $4.3M
Synergy Asset Management, LLC 0.16% Add +261.6% 9,491 $4.3M
Cornerstone Wealth Group, LLC 0.29% Add +101.5% 8,993 $4.3M
MUFG Securities EMEA plc 0.11% Add +545.1% 8,967 $4.3M
Consolidated Capital Management, LLC 1.51% Reduce -21.1% 8,956 $4.3M
Wellington Shields & Co., LLC 1.11% No change 8,908 $4.3M
B. Riley Wealth Advisors, Inc. 0.20% Reduce -1.1% 8,897 $4.2M
Little House Capital LLC 0.97% Add +41.5% 8,873 $4.2M
LGT Fund Management Co Ltd. 0.34% Add +24.1% 8,778 $4.2M
Douglass Winthrop Advisors, LLC 0.07% Reduce -0.7% 8,821 $4.2M
Mill Capital Management, LLC 0.31% Reduce -2.2% 8,799 $4.2M
SeaCrest Wealth Management, LLC 0.44% Reduce -10.4% 8,314 $4.2M
Caldwell Sutter Capital, Inc. 1.78% Reduce -5.1% 8,736 $4.2M
Penobscot Investment Management Company, Inc. 0.32% Add +5.5% 8,709 $4.2M
Davidson Capital Management Inc. 0.92% Reduce -1.3% 8,674 $4.1M
Palisade Asset Management, LLC 0.38% Reduce -3.7% 8,673 $4.1M
Baldwin Investment Management, LLC 0.47% Reduce -2.2% 8,582 $4.1M
Marvin & Palmer Associates Inc. 3.02% New 7,033 $4.1M
Factor Wealth Management LTD 1.01% Reduce -0.5% 8,476 $4.0M
Brighton Jones LLC 0.10% Add +24.5% 8,475 $4.0M
Cornell Pochily Investment Advisors, Inc. 1.21% Reduce -3.6% 8,466 $4.0M
Naviter Wealth, LLC 0.47% Add +1.0% 8,451 $4.0M
Edgestream Partners, L.P. 0.12% Reduce -28.0% 8,446 $4.0M
Indiana Trust & Investment Management Co 1.22% Add +11.7% 8,434 $4.0M
Daymark Wealth Partners, LLC 0.14% Add +0.8% 8,416 $4.0M
Hudock, Inc. 0.61% Add +2.3% 8,411 $4.0M
St Germain D J Co. Inc. 0.16% Reduce -3.6% 8,400 $4.0M
Gould Capital, LLC 2.47% Reduce -2.2% 8,356 $4.0M
CWA Asset Management Group, LLC 0.15% Reduce -0.4% 8,331 $4.0M
Radnor Capital Management, LLC 0.60% No change 8,312 $4.0M
Morningstar Investment Management LLC 0.15% New 8,306 $4.0M
Focused Wealth Management, Inc 0.43% Add +2.1% 8,305 $4.0M
Cozad Asset Management Inc. 0.31% Reduce -1.7% 8,275 $3.9M
Wedmont Private Capital 0.15% Add +6.8% 8,084 $3.9M
Exchange Bank 2.73% Add +8.8% 8,238 $3.9M
River Street Advisors LLC 1.52% Reduce -1.3% 8,210 $3.9M
Banque Transatlantique SA 0.10% Add +2.0% 8,210 $3.9M
Assetmark, Inc. 0.01% Add +12.8% 8,133 $3.9M
Financial Enhancement Group LLC 0.52% Add +925.9% 7,725 $3.9M
Compagnie Lombard Odier SCmA 0.04% Reduce -14.2% 8,110 $3.9M
Columbia Bank 1.08% Add +1.9% 7,203 $3.8M
Hanson & Doremus Investment Management 0.48% Reduce -5.8% 8,036 $3.8M
Harbour Investments, Inc. 0.09% Add +5.0% 8,023 $3.8M
MIdWestOne Financial Group, Inc. 0.46% Add +0.3% 8,007 $3.8M
Hamilton Capital Partners Inc. 0.16% Add +732.6% 7,993 $3.8M
Boltwood Capital Management 1.01% Reduce -3.0% 7,961 $3.8M
Pine Valley Investments Ltd Liability Co 0.20% Reduce -0.9% 7,898 $3.8M
Adirondack Trust Co. 1.26% Reduce -0.2% 7,897 $3.8M
Petredis Investment Advisors LLC 0.30% Reduce -0.8% 7,888 $3.8M
Loudon Investment Management, LLC 1.97% Reduce -0.1% 7,866 $3.8M
Argent Advisors, Inc. 1.11% Add +2.8% 7,860 $3.8M
DT Investment Partners, LLC 0.32% Reduce -19.0% 7,855 $3.7M
Pinnacle Wealth Management Advisory Group, LLC 0.28% Add +9.7% 7,853 $3.7M
Monetary Management Group Inc. 0.86% Reduce -4.6% 7,837 $3.7M
Diversified Trust Co. 0.07% Add +1.8% 7,830 $3.7M
Accurate Wealth Management, LLC 0.50% Add +0.8% 7,084 $3.7M
RFG Advisory, LLC 0.08% Reduce -2.4% 7,812 $3.7M
Gifford Fong Associates 0.78% No change 7,800 $3.7M
South Dakota Investment Council 0.07% Reduce -13.2% 7,784 $3.7M
Field & Main Bank 1.09% Reduce -0.6% 7,768 $3.7M
Jaffetilchin Investment Partners, LLC 0.22% Reduce -0.8% 7,765 $3.7M
Harbor Capital Advisors, Inc. 0.29% Add +0.9% 7,759 $3.7M
Tradewinds, LLC. 0.90% New 7,742 $3.7M
Fruth Investment Management 1.00% Reduce -1.8% 7,738 $3.7M
BCM Advisors, LLC 0.74% Add +0.5% 7,033 $3.7M
Old Mission Investment Co LLC 0.90% Add +8.2% 7,687 $3.7M
Concord Asset Management, LLC 0.66% Reduce -20.7% 7,670 $3.7M
Ballentine Partners, LLC 0.05% Add +1.7% 7,651 $3.7M
Aaron Wealth Advisors LLC 0.22% Add +49.5% 7,640 $3.6M
Gladstone Institutional Advisory LLC 0.14% Add +3.1% 7,616 $3.6M
Oarsman Capital, Inc. 0.51% Reduce -0.1% 7,599 $3.6M
Valley Brook Capital Group, Inc. 2.44% No change 7,596 $3.6M
Foundations Investment Advisors, LLC 0.05% Reduce -8.0% 7,595 $3.6M
Y.D. More Investments Ltd 0.20% Add +45.3% 7,592 $3.6M
Gables Capital Management Inc. 1.55% Reduce -1.3% 7,580 $3.6M
Investors Asset Management of Georgia Inc. /Ga/ 1.54% No change 7,566 $3.6M
Forum Financial Management, LP 0.05% Add +2.0% 7,552 $3.6M
D. Scott Neal, Inc. 1.67% No change 7,549 $3.6M
Fairfield Financial Advisors, LTD 1.20% Reduce -1.0% 7,470 $3.6M
Old Port Advisors 0.90% Reduce -1.1% 7,463 $3.6M
Arrow Financial Corp 0.36% Add +0.4% 7,461 $3.6M
Larson Financial Group LLC 0.12% Add +28.3% 7,439 $3.5M
Tyche Wealth Partners LLC 0.62% Reduce -0.5% 7,403 $3.5M
Inspire Advisors, LLC 0.34% Reduce -1.4% 7,397 $3.5M
Great Lakes Retirement, Inc. 0.39% Add +5.9% 7,396 $3.5M
RiverFront Investment Group, LLC 0.06% Add +51.8% 7,363 $3.5M
IronBridge Private Wealth, LLC 1.10% Reduce -43.3% 7,328 $3.5M
K.J. Harrison & Partners Inc 0.50% Add +72.7% 7,125 $3.5M
Murphy, Middleton, Hinkle & Parker, Inc. 1.71% Reduce -0.2% 7,310 $3.5M
Chicago Capital, LLC 0.09% Add +22.1% 7,274 $3.5M
Brevan Howard Capital Management LP 0.05% Reduce -89.4% 7,257 $3.5M
Advisors Asset Management, Inc. 0.06% Reduce -20.8% 7,249 $3.5M
Dorsey & Whitney Trust CO LLC 0.18% Add +1.1% 7,206 $3.4M
Legacy Bridge, LLC 1.43% Reduce -1.0% 7,202 $3.4M
Cambridge Advisors Inc. 0.67% Reduce -6.4% 7,191 $3.4M
Park National Corp. 0.11% Reduce -3.5% 7,191 $3.4M
Arete Wealth Advisors, LLC 0.21% Add +3.0% 7,189 $3.4M
CMT Capital Markets Trading GmbH 1.42% New 7,157 $3.4M
Sargent Investment Group, LLC 0.49% Add +2.5% 7,152 $3.4M
Cross Staff Investments Inc 2.35% No change 7,066 $3.4M
Cottage Street Advisors LLC 1.43% Add +23.1% 7,027 $3.4M
Capital & Planning, LLC 2.07% Reduce -0.1% 7,037 $3.4M
Hennessy Advisors Inc. 0.12% Add +1.4% 7,000 $3.3M
Triangle Securities Wealth Management 0.75% Add +13.4% 6,977 $3.3M
NewEdge Wealth, LLC 0.05% Add +4.8% 5,848 $3.3M
Quest Investment Management LLC 0.35% No change 6,968 $3.3M
Beacon Bank & Trust 0.71% Reduce -4.0% 6,958 $3.3M
Stone Summit Wealth LLC 0.94% Reduce -3.1% 6,951 $3.3M
Schear Investment Advisers, LLC 1.48% Add +0.6% 6,948 $3.3M
Westerkirk Capital Inc. 0.38% Reduce -4.0% 6,918 $3.3M
Brooklyn Investment Group 0.45% Reduce -1.8% 8,577 $3.3M
Becker Capital Management Inc. 0.10% Reduce -0.6% 6,912 $3.3M
Modera Wealth Management, LLC 0.04% Reduce -0.6% 6,911 $3.3M
Nemes Rush Group LLC 0.33% Reduce -0.4% 6,893 $3.3M
Syon Capital LLC 0.18% Add +7.2% 6,890 $3.3M
Granite Investment Partners, LLC 0.19% Add +36.3% 6,889 $3.3M
Forefront Wealth Management Inc. 2.40% Reduce -2.5% 6,851 $3.3M
Mb, Levis & Associates, LLC 1.41% Reduce -11.4% 6,840 $3.3M
Compton Wealth Advisory Group, LLC 0.75% Add +4.2% 6,810 $3.2M
Courier Capital LLC 0.19% Add +54.9% 6,801 $3.2M
Staley Capital Advisers Inc. 0.13% No change 6,800 $3.2M
Howland Capital Management LLC 0.12% Reduce -2.2% 6,725 $3.2M
Gen-Wealth Partners Inc 1.08% Add +2.0% 6,724 $3.2M
Ar Asset Management Inc. 0.68% No change 6,700 $3.2M
Eagle Rock Investment Company, LLC 0.48% No change 6,700 $3.2M
PFG Investments, LLC 0.17% Add +7.1% 6,669 $3.2M
AdvisorNet Financial, Inc 0.18% Add +14.6% 6,662 $3.2M
Oxbow Advisors, LLC 0.30% Reduce -14.5% 6,644 $3.2M
CNB Bank 1.32% Add +4.8% 6,643 $3.2M
Southeast Asset Advisors, LLC 0.34% Add +0.1% 6,632 $3.2M
Greenfield Savings Bank 1.33% Reduce -1.3% 6,628 $3.2M
Court Place Advisors, LLC 0.95% Reduce -0.2% 6,599 $3.1M
Ignite Planners, LLC 0.52% Reduce -2.6% 6,594 $3.1M
AMG National Trust Bank 0.08% Reduce -0.1% 6,586 $3.1M
Xcel Wealth Management, LLC 0.83% Add +65.3% 6,545 $3.1M
Coastline Trust Co 0.33% Add +0.4% 6,530 $3.1M
Stevens Capital Management LP 0.41% Add +76.1% 6,529 $3.1M
Osborne Partners Capital Management, LLC 0.16% Add +8.0% 6,525 $3.1M
Weaver Capital Management LLC 0.68% Add +7.6% 6,497 $3.1M
Massachusetts Wealth Management 1.53% Add +3.5% 6,482 $3.1M
Shepherd Financial Partners LLC 0.29% Reduce -0.0% 6,480 $3.1M
Clark Capital Management Group, Inc. 0.02% Add +18.0% 6,470 $3.1M
Trust Investment Advisors 1.73% Add +0.7% 6,465 $3.1M
Vectors Research Management, LLC 0.96% Add +141.0% 6,415 $3.1M
Rexford Capital Inc. 2.36% Reduce -0.2% 6,395 $3.1M
Sumitomo Life Insurance Co. 0.09% Reduce -3.1% 6,393 $3.1M
Panagora Asset Management Inc. 0.01% Reduce -21.6% 6,382 $3.0M
Parkside Financial Bank & Trust 0.23% Add +0.5% 6,357 $3.0M
Advisors Preferred, LLC 0.45% No change 6,300 $3.0M
BOS Asset Management, LLC 0.86% Add +3.9% 6,343 $3.0M
Roman Butler Fullerton & Co. 0.81% Add +6.8% 5,167 $3.0M
JBR Co Financial Management Inc 1.28% Reduce -2.4% 6,339 $3.0M
Avantax Planning Partners, Inc. 0.09% Reduce -1.3% 6,336 $3.0M
RD Lewis Holdings, Inc. 2.83% Add +1.5% 5,270 $3.0M
Smartleaf Asset Management LLC 0.19% Add +41.8% 6,399 $3.0M
Heritage Wealth Management, Inc. 0.89% Reduce -1.1% 6,321 $3.0M
Hilltop Holdings Inc. 0.16% Reduce -15.5% 6,318 $3.0M
CFC Planning Co LLC 2.53% Add +5.6% 6,315 $3.0M
Allegheny Financial Group 0.56% Add +21.9% 6,301 $3.0M
Heartland Bank & Trust Co 1.24% Add +128.3% 6,275 $3.0M
Abn Amro Investment Solutions 0.06% Reduce -24.1% 6,253 $3.0M
Strategic Advisors LLC 0.48% Add +1.2% 6,249 $3.0M
Ellis Investment Partners, LLC 0.54% Reduce -1.3% 6,236 $3.0M
River Wealth Advisors LLC 0.35% No change 6,232 $3.0M
Moneco Advisors, LLC 0.25% Add +1.4% 6,193 $3.0M
EPG Wealth Management LLC 0.81% Add +32.5% 6,175 $2.9M
Hillsdale Investment Management Inc. 0.09% Add +30.2% 6,167 $2.9M
Thompson Siegel & Walmsley LLC 0.05% Reduce -0.1% 6,153 $2.9M
Vantage Point Financial LLC 1.14% Add +0.5% 6,146 $2.9M
Ascent Group, LLC 0.10% Add +88.2% 6,136 $2.9M
JFS Wealth Advisors, LLC 0.17% Add +3.0% 6,133 $2.9M
Crawford Investment Counsel Inc. 0.05% Add +1.7% 6,121 $2.9M
Private Trust Co. NA 0.26% Add +1.0% 6,119 $2.9M
WD Rutherford LLC 1.24% Add +9.1% 6,110 $2.9M
Charles Schwab Trust Co 0.20% Add +1.3% 6,106 $2.9M
FLC Capital Advisors 0.56% Reduce -0.3% 6,105 $2.9M
Weatherly Asset Management L. P. 0.24% Add +1.3% 6,090 $2.9M
ABN AMRO Bank N.V. 0.03% Add +81.0% 6,105 $2.9M
Cynosure Group, LLC 0.31% Reduce -39.1% 6,073 $2.9M
Franklin Street Advisors Inc. 0.17% Reduce -4.7% 6,071 $2.9M
Bowen Hanes & Co. Inc. 0.07% Reduce -31.2% 6,044 $2.9M
G&S Capital LLC 1.06% Reduce -16.8% 6,031 $2.9M
Bridges Investment Management Inc. 0.04% Add +8.1% 6,030 $2.9M
Wealthspire Advisors, LLC 0.01% Reduce -46.5% 6,019 $2.9M
Savvy Advisors, Inc. 0.13% Add +17.8% 6,014 $2.9M
Bragg Financial Advisors, Inc 0.09% Add +4.3% 6,000 $2.9M
Wealth Architects, LLC 0.27% Reduce -0.4% 5,986 $2.9M
Kentucky Trust Co 1.55% Reduce -1.2% 5,983 $2.9M
Wilson & Boucher Capital Management, LLC 1.88% Reduce -0.8% 5,981 $2.9M
Biltmore Family Office, LLC 0.41% Reduce -1.1% 5,975 $2.9M
Victrix Investment Advisors 1.55% Reduce -2.3% 5,940 $2.8M
Bernard Wealth Management Corp. 1.18% Add +1.9% 5,937 $2.8M
Brady Family Wealth, LLC 0.88% Add +11.4% 5,931 $2.8M
Qtron Investments LLC 0.35% Reduce -13.0% 5,925 $2.8M
Vivid Wealth Management, LLC 1.12% Reduce -17.2% 5,922 $2.8M
GC Wealth Management RIA, LLC 0.09% Add +73.9% 5,906 $2.8M
Orleans Capital Management Corp. 1.81% Reduce -23.4% 5,885 $2.8M
Drive Wealth Management, LLC 0.59% Reduce -0.1% 5,881 $2.8M
Cordatus Wealth Management LLC 0.66% Add +0.7% 5,874 $2.8M
Sandler Capital Management 1.02% New 5,835 $2.8M
Confluence Wealth Services, Inc. 0.14% Reduce -5.0% 5,816 $2.8M
Investment House LLC 0.13% No change 5,808 $2.8M
Stratos Wealth Advisors, LLC 0.13% Reduce -0.1% 5,796 $2.8M
Huntleigh Advisors, Inc. 0.47% Add +3.3% 5,783 $2.8M
Oddo BHF Asset Management Sas 0.11% Reduce -10.6% 5,778 $2.8M
HHM Wealth Advisors, LLC 0.32% Reduce -2.1% 5,759 $2.7M
Pinnbrook Capital Management LP 0.51% Reduce -17.1% 5,758 $2.7M
Trueblood Wealth Management, LLC 1.07% Reduce -2.7% 5,756 $2.7M
Watershed Private Wealth LLC 0.87% No change 5,756 $2.7M
Eads & Heald Wealth Management 1.31% Reduce -4.6% 5,756 $2.7M
Chapin Davis, Inc. 0.67% Reduce -2.2% 5,746 $2.7M
MASTERINVEST Kapitalanlage GmbH 0.27% Reduce -24.6% 5,699 $2.7M
Am Investment Strategies LLC 0.59% Add +6.1% 5,694 $2.7M
Essex Bank 0.61% Reduce -1.7% 5,684 $2.7M
Aljian Capital Management, LLC 0.55% Reduce -3.4% 5,677 $2.7M
First National Bank Sioux Falls 0.84% No change 5,653 $2.7M
Advisory Alpha, LLC 0.07% Add +3.7% 5,471 $2.7M
Beaton Management Co. Inc. 1.22% No change 5,603 $2.7M
SIR Capital Management, L.P. 0.24% New 5,600 $2.7M
Arbor Trust Wealth Advisors, LLC 1.20% Reduce -3.1% 5,580 $2.7M
Cascade Investment Advisors, Inc. 1.61% Reduce -0.1% 5,576 $2.7M
TKG Advisors, LLC 1.14% Reduce -13.6% 5,572 $2.7M
Bartlett & Co. Wealth Management LLC 0.04% Add +2.9% 5,567 $2.7M
Woodard & Co. Asset Management Group Inc. 0.43% Add +5.4% 5,548 $2.6M
Capital Investment Advisory Services, LLC 0.21% Reduce -3.0% 5,545 $2.6M
Ingalls & Snyder LLC 0.09% No change 5,540 $2.6M
Alaethes Wealth, LLC 0.75% Reduce -4.4% 5,517 $2.6M
1900 Wealth Management LLC 0.18% Add +56.4% 5,516 $2.6M
Intellectus Partners, LLC 0.51% Add +0.1% 5,496 $2.6M
Richard Bernstein Advisors LLC 0.07% Reduce -59.0% 5,483 $2.6M
IFG Advisory, LLC 0.12% Reduce -1.7% 5,477 $2.6M
WealthPlan Investment Management, LLC 0.17% Reduce -8.8% 5,463 $2.6M
BNP Paribas 0.08% Reduce -81.6% 5,686 $2.6M
LOM Asset Management Ltd 0.79% Add +3.1% 5,452 $2.6M
Redmond Asset Management, LLC 0.64% Reduce -10.8% 5,436 $2.6M
Moody National Bank Trust Division 0.22% Add +6.1% 5,430 $2.6M
CGN Advisors LLC 0.21% Reduce -3.0% 5,427 $2.6M
IFC Advisors LLC 0.47% Add +4.6% 5,424 $2.6M
Trust Point Inc. 0.21% Reduce -0.4% 5,418 $2.6M
Advisors Management Group Inc. 0.45% Reduce -1.3% 5,380 $2.6M
Permanent Capital Management, LP 0.48% — 5,369 $2.6M
Mayflower Financial Advisors, LLC 0.32% Add +34.2% 5,360 $2.6M
Nations Financial Group Inc, /Ia/ 0.16% Reduce -0.8% 5,357 $2.6M
Convergence Investment Partners, LLC 0.57% Reduce -4.7% 5,358 $2.6M
Ti-Trust, Inc. 1.61% No change 5,356 $2.6M
Caisse Des Depots Et Consignations 0.11% New 5,348 $2.6M
High Falls Advisors, Inc 0.52% Add +7.1% 5,342 $2.5M
SCS Capital Management LLC 0.03% Reduce -2.3% 5,341 $2.5M
International Assets Investment Management, LLC 0.21% No change 6,515 $2.5M
Silverlake Wealth Management LLC 0.63% Add +0.2% 5,337 $2.5M
AIA Group Ltd 0.04% Add +61.2% 5,330 $2.5M
Resources Management Corp. /CT/ 0.33% Reduce -14.4% 5,330 $2.5M
Rollins Financial Advisors, LLC 0.38% Add +2.0% 5,326 $2.5M
Checchi Capital Advisers, LLC 0.17% Reduce -5.7% 5,296 $2.5M
Morton Community Bank 0.58% Add +629.0% 4,352 $2.5M
Advisor OS, LLC 0.22% Add +23.3% 5,259 $2.5M
Nwam LLC 0.14% Add +5.4% 4,909 $2.5M
ARS Wealth Advisors Group, LLC 0.25% Add +0.5% 5,242 $2.5M
First Horizon Corp. 0.12% — 5,241 $2.5M
Eldridge Investment Advisors, Inc. 0.57% Reduce -0.0% 5,235 $2.5M
Core Wealth Advisors, Inc. 0.65% Reduce -2.5% 5,219 $2.5M
True North Advisors, LLC 0.39% Add +2.5% 5,184 $2.5M
Horizon Kinetics Asset Management LLC 0.03% Reduce -33.0% 5,182 $2.5M
Perkins Coie Trust Co 0.46% Reduce -7.4% 5,177 $2.5M
Rodgers Brothers Inc. 0.30% No change 5,176 $2.5M
Northern Financial Advisors Inc 1.29% Add +2.8% 5,169 $2.5M
Hager Investment Management Services, LLC 1.33% Reduce -7.9% 5,164 $2.5M
Beacon Investment Advisors LLC 1.00% Add +0.6% 5,123 $2.4M
Garde Capital, Inc. 0.12% Reduce -4.4% 5,122 $2.4M
HCR Wealth Advisors 0.25% Add +25.1% 4,978 $2.4M
Bell Asset Management Ltd 0.67% Reduce -56.8% 5,115 $2.4M
Certuity, LLC 0.17% Reduce -5.6% 5,091 $2.4M
Connecticut Wealth Management, LLC 0.11% Reduce -3.1% 5,088 $2.4M
XML Financial, LLC 0.20% Add +11.2% 5,051 $2.4M
Journey Strategic Wealth LLC 0.07% Reduce -1.9% 5,051 $2.4M
Nicolet Advisory Services, LLC 0.19% Add +0.9% 4,937 $2.4M
Next Century Growth Investors LLC 0.17% Add +0.5% 5,032 $2.4M
Benedict Financial Advisors Inc. 0.52% Reduce -3.0% 5,017 $2.4M
Wolff Financial Management LLC 0.55% No change 5,002 $2.4M
Cladis Investment Advisory, LLC 1.37% No change 5,000 $2.4M
Pallas Capital Advisors LLC 0.09% Reduce -2.7% 4,995 $2.4M
Guardian Investment Management 2.02% No change 4,987 $2.4M
Atlas Brown,Inc. 0.70% Reduce -2.6% 4,987 $2.4M
Haverford Trust Co 0.02% Reduce -0.3% 4,983 $2.4M
L. Roy Papp & Associates, LLP 0.27% No change 4,982 $2.4M
WBH Advisory Inc. 0.18% No change 4,981 $2.4M
Opes Wealth Management LLC 0.42% Add +0.6% 4,979 $2.4M
Bellwether Advisors, LLC 0.39% Add +3448.6% 4,968 $2.4M
Woodmont Investment Counsel LLC 0.16% Add +0.8% 4,955 $2.4M
Exencial Wealth Advisors, LLC 0.08% Add +1.1% 4,931 $2.4M
Westwood Holdings Group Inc. 0.02% Reduce -27.8% 4,914 $2.3M
Dumont & Blake Investment Advisors LLC 0.57% Reduce -0.8% 4,914 $2.3M
BankPlus Trust Department 0.62% Reduce -21.3% 4,892 $2.3M
Pinnacle West Asset Management, Inc. 1.51% Add +0.3% 4,886 $2.3M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 1.55% Add +117.4% 4,074 $2.3M
Exchange Traded Concepts, LLC 0.02% Reduce -87.3% 4,864 $2.3M
Harbor Group, Inc. 0.37% No change 4,857 $2.3M
DHJJ Financial Advisors, Ltd. 0.79% Reduce -1.2% 4,855 $2.3M
CFM Wealth Partners LLC 0.34% Reduce -0.2% 4,845 $2.3M
Trinity Legacy Partners, LLC 0.53% Add +0.1% 3,975 $2.3M
Burke & Herbert Bank & Trust Co. 0.49% Reduce -1.0% 4,776 $2.3M
Ascentis Independent Advisors 0.38% Add +18.5% 4,773 $2.3M
Princeton Capital Management LLC 0.61% No change 4,768 $2.3M
Ostrum Asset Management 0.10% Reduce -30.1% 4,754 $2.3M
Crown Oak Advisors, LLC 1.07% No change 5,821 $2.3M
Evergreen Capital Management LLC 0.05% Add +16.9% 4,731 $2.3M
Frank, Rimerman Advisors LLC 0.14% Add +10.9% 4,730 $2.3M
Security National Bank 0.35% Add +17.8% 4,728 $2.3M
Gateway Wealth Partners, LLC 0.30% Add +13.1% 4,719 $2.3M
West Oak Capital, LLC 1.12% Reduce -5.4% 4,704 $2.2M
Journey Advisory Group, LLC 0.17% Reduce -1.0% 4,701 $2.2M
Main Street Financial Solutions, LLC 0.14% Add +39.5% 4,696 $2.2M
Catalyst Financial Partners LLC 0.27% Add +1.2% 4,691 $2.2M
Garrison Point Advisors, LLC 0.94% Reduce -2.9% 4,678 $2.2M
Westover Capital Advisors, LLC 0.41% No change 4,676 $2.2M
Diamant Asset Management, Inc. 1.64% Reduce -4.1% 4,658 $2.2M
Global Trust Asset Management, LLC 1.01% Add +1.0% 4,653 $2.2M
Oak Asset Management, LLC 0.76% Reduce -23.7% 4,650 $2.2M
CoreCap Advisors, LLC 0.08% Add +14.2% 4,648 $2.2M
Emprise Bank 0.96% Reduce -0.8% 4,639 $2.2M
Colonial Trust Co / SC 0.30% Add +1.8% 4,621 $2.2M
Norway Savings Bank 1.06% Add +0.7% 4,603 $2.2M
Sageworth Trust Co 0.10% Add +509.0% 4,598 $2.2M
Simplicity Wealth,LLC 0.13% Reduce -4.9% 4,589 $2.2M
Stratos Investment Management, LLC 0.09% Add +0.7% 4,588 $2.2M
Glen Eagle Advisors, LLC 0.30% Add +0.3% 4,584 $2.2M
Cooper Financial Group 0.24% Add +5.2% 4,572 $2.2M
Evelyn Partners Investment Management LLP 0.06% Add +1.2% 4,571 $2.2M
Institute for Wealth Management, LLC. 0.23% Add +2.2% 4,563 $2.2M
Guerra Pan Advisors, LLC 1.31% No change 4,549 $2.2M
United Bank 0.75% Add +11.1% 4,537 $2.2M
Highview Capital Management LLC 0.79% Add +343.6% 4,525 $2.2M
Tanglewood Legacy Advisors, LLC 0.83% Reduce -3.4% 4,525 $2.2M
First Manhattan Co. Llc. 0.01% Add +0.1% 4,514 $2.2M
1 North Wealth Services LLC 0.88% Add +1.3% 4,502 $2.1M
Polymer Capital Management (US) LLC 0.29% New 4,500 $2.1M
InTrack Investment Management Inc 1.28% Reduce -4.0% 4,495 $2.1M
Goldstone Financial Group, LLC 0.25% Add +30.8% 4,487 $2.1M
Iron Gate Global Advisors LLC 0.22% Reduce -23.9% 4,488 $2.1M
Csenge Advisory Group 0.10% Reduce -13.9% 4,477 $2.1M
Pitcairn Co. 0.17% Reduce -7.9% 4,475 $2.1M
Widmann Financial Services, Inc. 1.34% Reduce -1.2% 4,474 $2.1M
Cigna Investments Inc. 0.30% Reduce -1.9% 4,474 $2.1M
Precedent Wealth Partners, LLC 0.47% Add +8.1% 4,470 $2.1M
Smithfield Trust Co 0.10% Add +4.7% 4,452 $2.1M
Old West Investment Management, LLC 0.49% No change 4,458 $2.1M
Inman Jager Wealth Management, LLC 1.36% Reduce -5.7% 4,455 $2.1M
Charter Research & Investment Group, Inc. 1.47% No change 4,450 $2.1M
Flagship Harbor Advisors, LLC 0.09% Add +4.7% 4,450 $2.1M
SOL Capital Management CO 0.19% Reduce -0.9% 4,448 $2.1M
Kerusso Capital Management LLC 1.30% Reduce -5.8% 4,445 $2.1M
Sava Infond d.o.o. 0.30% Reduce -11.9% 4,440 $2.1M
Cornerstone Wealth Management, LLC 0.12% Add +7.2% 4,434 $2.1M
Cardiff Park Advisors, LLC 0.16% Add +0.4% 4,434 $2.1M
Wealth Alliance Advisory Group, LLC 0.38% Reduce -27.1% 4,432 $2.1M
RS Crum Inc. 0.47% No change 4,430 $2.1M
Fire Capital Management LLC 1.21% Add +1.1% 4,419 $2.1M
City State Bank 0.61% Reduce -1.4% 4,418 $2.1M
Diversify Advisory Services, LLC 0.07% Add +7.1% 3,679 $2.1M
GPS Wealth Strategies Group, LLC 0.22% Reduce -0.3% 4,399 $2.1M
BayBridge Capital Group, LLC 1.34% Reduce -4.5% 4,390 $2.1M
Motiv8 Investments LLC 1.11% Add +3.0% 4,390 $2.1M
RKL Wealth Management LLC 0.18% Reduce -2.2% 4,384 $2.1M
IMS Capital Management 0.96% No change 4,375 $2.1M
Trek Financial, LLC 0.12% Add +5.0% 4,371 $2.1M
Stonehage Fleming Financial Services Holdings Ltd 0.06% No change 4,371 $2.1M
Total Clarity Wealth Management, Inc. 0.55% Add +1.9% 4,338 $2.1M
Amarillo National Bank 0.36% No change 4,334 $2.1M
Solstein Capital, LLC 0.94% No change 4,324 $2.1M
Nicolet Bankshares Inc. 0.33% Add +25.4% 4,320 $2.1M
Sit Investment Associates Inc. 0.04% No change 4,300 $2.1M
Applied Finance Capital Management, LLC 0.15% Reduce -24.3% 4,298 $2.1M
UNIVEST FINANCIAL Corp 0.11% No change 4,283 $2.0M
Evernest Financial Advisors, LLC 0.57% Add +1.2% 4,270 $2.0M
Promethium Advisors,llc 1.16% Add +19.4% 4,251 $2.0M
Flaharty Asset Management, LLC 0.26% Reduce -1.0% 4,250 $2.0M
Lanark Financial, Inc. 0.16% Reduce -2.6% 4,244 $2.0M
Farmers Trust Co. 0.35% No change 4,241 $2.0M
Cypress Capital Group 0.24% Add +13.9% 4,235 $2.0M
Norden Group LLC 0.21% Reduce -10.0% 4,230 $2.0M
RNC Capital Management LLC 0.09% Reduce -0.5% 4,230 $2.0M
Krilogy Financial LLC 0.08% New 3,544 $2.0M
Wealthspan Partners, LLC 0.78% Add +0.6% 4,221 $2.0M
Werlinich Asset Management, LLC 1.00% No change 4,217 $2.0M
Acorn Wealth Advisors, LLC 0.63% Add +0.9% 4,213 $2.0M
Rossmore Private Capital 0.22% Add +4.7% 4,213 $2.0M
Kovack Advisors, Inc. 0.19% Reduce -7.6% 4,212 $2.0M
Avidian Wealth Enterprises, LLC 0.08% Add +1.7% 4,211 $2.0M
Hardy Reed LLC 0.15% Add +2.7% 4,202 $2.0M
Symmetry Investments LP 0.16% New 4,200 $2.0M
Bahl & Gaynor LLC 0.01% Reduce -32.1% 4,190 $2.0M
Valmark Advisers, Inc. 0.03% Add +21.6% 4,188 $2.0M
ZEGA Investments, LLC 0.46% Add +149.6% 4,184 $2.0M
Aureus Asset Management, LLC 0.13% No change 4,178 $2.0M
BBR Partners, LLC 0.11% Add +1.0% 4,176 $2.0M
Stamos Capital Partners, L.P. 0.38% Reduce -46.7% 4,168 $2.0M
Mainstay Capital Management LLC 0.20% Reduce -49.4% 4,162 $2.0M
Richards, Merrill & Peterson, Inc. 0.86% Add +10.3% 4,158 $2.0M
Phoenix Financial Ltd. 0.02% Add +0.1% 8,048 $2.0M
Guardian Wealth Advisors, LLC / NC 0.13% Add +0.1% 4,147 $2.0M
Insigneo Advisory Services, LLC 0.14% Add +13.3% 4,137 $2.0M
Donaldson Capital Management, LLC 0.06% Reduce -8.8% 4,136 $2.0M
WASHINGTON TRUST Co 0.06% Reduce -0.8% 4,131 $2.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.11% Add +0.2% 4,123 $2.0M
Calamos Wealth Management LLC 0.07% Add +38.0% 4,122 $2.0M
Dana Investment Advisors, Inc. 0.06% Reduce -35.6% 4,121 $2.0M
Gibson Capital, LLC 0.36% New 4,118 $2.0M
Westhampton Capital, LLC 0.96% No change 4,110 $2.0M
Capital Markets Trading UK LLP 2.00% Add +114.3% 4,102 $2.0M
McGlone Suttner Wealth Management, Inc. 0.27% Add +1.9% 4,100 $2.0M
Paradigm Asset Management Co. LLC 0.45% No change 4,100 $2.0M
Western Wealth Management, LLC 0.10% Reduce -1.8% 4,092 $2.0M
Financial Management Network Inc. 0.32% Add +19.6% 3,932 $1.9M
Joel Isaacson & Co., LLC 0.07% Add +46.8% 4,076 $1.9M
Allen Capital Group, LLC 0.19% Add +0.9% 4,070 $1.9M
Cobblestone Capital Advisors LLC 0.09% No change 4,062 $1.9M
Woodward Diversified Capital, LLC 0.90% Reduce -0.4% 4,049 $1.9M
Birch Hill Investment Advisors LLC 0.08% No change 4,044 $1.9M
Everett Harris & Co. 0.02% Add +2.9% 4,042 $1.9M
Apella Capital, LLC 0.04% Add +7.8% 3,553 $1.9M
Optimum Investment Advisors 0.76% Reduce -0.3% 4,021 $1.9M
BOCHK Asset Management Ltd 0.50% New 4,000 $1.9M
Viking Fund Management LLC 0.23% No change 4,000 $1.9M
Tower Bridge Advisors 0.19% No change 4,000 $1.9M
Nearwater Capital Markets, Ltd 0.03% New 4,000 $1.9M
Founders Financial Securities LLC 0.13% Reduce -15.7% 3,992 $1.9M
IVC Wealth Advisors LLC 0.85% Reduce -0.3% 3,992 $1.9M
Everhart Financial Group, Inc. 0.19% Add +18.5% 3,984 $1.9M
Delta Investment Management, LLC 0.34% Add +0.2% 3,979 $1.9M
LRI Investments, LLC 0.15% Add +3.5% 3,967 $1.9M
Oak Harvest Investment Services 0.22% Reduce -8.3% 3,948 $1.9M
Capital International Sarl 0.03% Add +1.0% 3,938 $1.9M
Burford Brothers, Inc. 0.80% Add +1.3% 3,933 $1.9M
Bank & Trust Co 1.39% No change 3,924 $1.9M
Berkshire Asset Management LLC 0.08% No change 3,915 $1.9M
Van Strum & Towne Inc. 0.55% Reduce -1.4% 3,910 $1.9M
Capital Management Associates, Inc 0.50% Add +0.2% 3,899 $1.9M
GMO 0.01% Reduce -69.7% 3,893 $1.9M
ZWJ Investment Counsel Inc. 0.07% Add +0.8% 3,891 $1.9M
Fort Point Capital Partners LLC 0.23% Reduce -38.3% 3,875 $1.8M
Cornercap Investment Counsel Inc. 0.92% Reduce -1.6% 3,875 $1.8M
Howard Capital Management, LLC 0.02% Add +10.5% 3,872 $1.8M
Hazlett, Burt & Watson, Inc. 0.65% Reduce -5.7% 3,859 $1.8M
Wilkins Investment Counsel Inc. 0.26% Add +0.3% 3,851 $1.8M
Carnegie Investment Counsel 0.03% Add +14.3% 3,847 $1.8M
Texas Yale Capital Corp. 0.06% Add +3.4% 3,846 $1.8M
Portside Wealth Group, LLC 0.25% Reduce -16.2% 3,835 $1.8M
Byrne Asset Management LLC 1.31% Reduce -2.7% 3,832 $1.8M
Investment Research & Advisory Group, Inc. 0.62% Add +10814.3% 3,820 $1.8M
Strategic Blueprint, LLC 0.08% Add +4.4% 3,826 $1.8M
Counterweight Ventures, LLC 1.07% Reduce -10.1% 3,824 $1.8M
SouthState Bank Corp 0.08% Reduce -6.1% 3,816 $1.8M
Sterling Capital Management LLC 0.03% Reduce -8.9% 3,812 $1.8M
Bluespring Wealth Management, LLC 0.16% Add +1.3% 3,804 $1.8M
Prosperity Consulting Group, LLC 0.09% Add +17.9% 3,800 $1.8M
Secured Retirement Advisors, LLC 1.01% Reduce -5.2% 3,798 $1.8M
World Equity Group, Inc. 0.41% Add +2.8% 3,794 $1.8M
Evoke Wealth, LLC 0.04% Add +9.7% 3,790 $1.8M
Patrick M Sweeney & Associates, Inc. 1.17% No change 3,789 $1.8M
Cim Investment Management Inc. 0.49% Reduce -50.6% 3,783 $1.8M
Creegan & Nassoura Financial Group, LLC 1.16% No change 3,780 $1.8M
Copley Financial Group, Inc. 1.23% No change 3,777 $1.8M
Lantz Financial LLC 0.40% Add +11.1% 3,774 $1.8M
Northwest Quadrant Wealth Management, LLC 0.38% Reduce -2.3% 3,771 $1.8M
Souders Financial Advisors 0.21% Reduce -5.2% 3,770 $1.8M
Rice Partnership, LLC 0.26% Reduce -3.7% 3,768 $1.8M
AAFMAA Wealth Management & Trust LLC 0.71% Reduce -5.0% 3,765 $1.8M
Rockland Trust Co. 0.07% No change 3,765 $1.8M
Transamerica Financial Advisors, LLC 0.15% Reduce -8.7% 3,751 $1.8M
Quad-Cities Investment Group, LLC 0.76% Add +1.8% 3,737 $1.8M
Portus Wealth Advisors, LLC 1.77% — 3,729 $1.8M
Patten & Patten Inc. 0.10% Reduce -0.9% 3,725 $1.8M
Boston Family Office LLC 0.11% Add +14.5% 3,714 $1.8M
Blue Chip Partners, LLC 0.13% Reduce -0.1% 3,692 $1.8M
Thomasville National Bank 0.11% Reduce -4.4% 3,691 $1.8M
Philadelphia Trust Co. 0.12% Reduce -1.1% 3,680 $1.8M
Sunbelt Securities, Inc. 0.12% Reduce -0.8% 3,679 $1.8M
Midland Wealth Advisors, LLC 0.09% Reduce -6.0% 3,672 $1.8M
First Citizens Financial Corp 0.87% Add +0.3% 3,670 $1.8M
Montis Financial, LLC 0.40% Reduce -2.5% 3,668 $1.8M
Federated Hermes, Inc. 0.00% Reduce -29.9% 3,666 $1.7M
Hohimer Wealth Management, LLC 0.25% Add +0.3% 3,665 $1.7M
Steigerwald, Gordon & Koch Inc. 0.17% Add +0.7% 3,654 $1.7M
Peregrine Asset Advisers, Inc. 0.52% Add +95.8% 3,851 $1.7M
Missouri Trust & Investment Co 0.51% No change 3,649 $1.7M
Rehmann Capital Advisory Group 0.10% Add +0.1% 3,648 $1.7M
Investment Partners, LTD. 0.61% Reduce -0.8% 3,639 $1.7M
Circle Wealth Management, LLC 0.03% Reduce -0.2% 3,635 $1.7M
Fairview Capital Investment Management, LLC 0.09% No change 3,635 $1.7M
Gilbert & Cook, Inc. 0.22% Add +2.2% 3,618 $1.7M
CORDA Investment Management, LLC. 0.12% Add +2.9% 3,617 $1.7M
Oakworth Capital, Inc. 0.10% No change 3,617 $1.7M
Ethos Financial Group, LLC 0.14% Add +44.3% 3,614 $1.7M
Waldron Private Wealth LLC 0.07% No change 3,608 $1.7M
Fort Sheridan Advisors LLC 0.22% Reduce -3.4% 3,596 $1.7M
Performance Wealth Partners, LLC 0.05% Add +0.4% 3,595 $1.7M
Security Financial Services, INC. 0.28% Add +2.1% 3,593 $1.7M
Keel Point, LLC 0.11% Reduce -0.9% 3,591 $1.7M
Alexis Investment Partners, LLC 0.15% Add +16.3% 3,626 $1.7M
Root Financial Partners, LLC 0.11% Add +15.0% 3,582 $1.7M
Vanguard Capital Wealth Advisors 1.37% Add +0.1% 3,578 $1.7M
Boston Research & Management Inc. 0.37% No change 3,542 $1.7M
Bison Wealth, LLC 0.16% Add +14.6% 3,270 $1.7M
Fox Hill Wealth Management 0.79% Add +7.9% 3,529 $1.7M
Canopy Partners, LLC 0.56% Reduce -9.4% 3,527 $1.7M
SS&H Financial Advisors, Inc. 0.51% No change 3,525 $1.7M
Live Oak Private Wealth LLC 0.23% Add +0.7% 3,525 $1.7M
Loomis Sayles & Co. L P 0.00% Add +0.0% 3,503 $1.7M
1858 Wealth Management, LLC 1.17% Reduce -6.5% 3,497 $1.7M
First Foundation Advisors 0.06% Add +0.6% 3,495 $1.7M
Spreng Capital Management, Inc. 0.68% Reduce -6.8% 3,495 $1.7M
Rooted Wealth Advisors, Inc. 0.51% Add +3.0% 3,346 $1.7M
King Wealth Management Group 0.21% Add +0.3% 3,486 $1.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Add +5.0% 3,483 $1.7M
Sequent Asset Management, LLC 0.79% No change 3,483 $1.7M
First Heartland Consultants, Inc. 0.13% Add +14.4% 3,474 $1.7M
CRA Financial Services, LLC 0.23% Add +0.7% 3,473 $1.7M
Sage Mountain Advisors LLC 0.09% Add +10.1% 3,454 $1.6M
Uncommon Cents Investing LLC 0.41% Add +0.8% 3,436 $1.6M
Quintet Private Bank (Europe) S.A. 0.09% Add +0.8% 3,436 $1.6M
Sender Co & Partners, Inc. 0.63% Add +64.5% 3,419 $1.6M
Rossby Financial, LCC 0.54% Reduce -1.4% 3,392 $1.6M
EverSource Wealth Advisors, LLC 0.06% Reduce -1.6% 3,413 $1.6M
Shell Asset Management Co. 0.16% Reduce -69.1% 3,405 $1.6M
Brucke Financial, Inc. 0.95% Reduce -10.8% 2,810 $1.6M
SBI Securities Co., Ltd. 0.04% Reduce -10.3% 3,397 $1.6M
Magnus Financial Group LLC 0.13% Add +0.8% 3,391 $1.6M
Total Investment Management Inc. 0.21% Reduce -0.3% 3,390 $1.6M
Sovran Advisors, LLC 0.14% Add +12.4% 2,768 $1.6M
Stiles Financial Services Inc 0.51% Add +5.0% 3,379 $1.6M
Denver PWM, LLC 0.50% No change 4,150 $1.6M
Agf Management Ltd. 0.01% Add +9.2% 3,358 $1.6M
Legacy Financial Strategies, LLC 0.29% Reduce -2.2% 3,354 $1.6M
Chicago Partners Investment Group LLC 0.04% Add +18.4% 3,051 $1.6M
Marble Harbor Investment Counsel, LLC 0.17% Reduce -1.0% 3,347 $1.6M
Montecito Bank & Trust 0.25% — 3,345 $1.6M
DRW Securities, LLC 0.08% Add +29.5% 3,347 $1.6M
Bath Savings Trust Co 0.16% Reduce -0.3% 3,340 $1.6M
Lantern Wealth Advisors, LLC 0.83% Reduce -8.2% 3,339 $1.6M
NewSquare Capital LLC 0.11% Add +701.0% 3,332 $1.6M
Venturi Wealth Management, LLC 0.07% Reduce -11.3% 3,326 $1.6M
SVB Wealth LLC 0.09% Reduce -3.0% 3,318 $1.6M
Corundum Group, Inc. 0.65% Reduce -1.0% 3,312 $1.6M
Avior Wealth Management, LLC 0.05% Add +0.1% 3,308 $1.6M
First Citizens Bank & Trust Co. 0.03% Reduce -0.9% 3,302 $1.6M
PFC Capital Group, Inc. 0.66% Add +6.5% 3,301 $1.6M
FWG Holdings, LLC 0.68% Add +3.1% 2,690 $1.6M
Mendel Money Management 0.66% Reduce -0.6% 3,299 $1.6M
Orca Wealth Management, LLC 1.19% Add +0.3% 3,296 $1.6M
LexAurum Advisors, LLC 0.22% Add +1.1% 3,286 $1.6M
Affinity Investment Advisors, LLC 1.06% Reduce -3.1% 3,283 $1.6M
AA Financial Advisors, LLC 0.31% Add +8.4% 3,278 $1.6M
Douglas Lane & Associates, LLC 0.02% Reduce -11.7% 3,275 $1.6M
Providence Financial Advisors, LLC 1.49% — 3,272 $1.6M
Telos Capital Management, Inc. 0.15% Reduce -5.8% 3,250 $1.6M
Point Windward Advisors Inc. 0.73% No change 3,250 $1.6M
Cherokee Insurance Co 0.66% Reduce -11.0% 3,250 $1.6M
Traphagen Investment Advisors LLC 0.13% Reduce -0.8% 3,247 $1.5M
Capital Advisors Inc. 0.03% Add +1.1% 3,244 $1.5M
Kathmere Capital Management, LLC 0.11% Add +9.4% 3,243 $1.5M
Alexander Labrunerie & Co., Inc. 0.58% Reduce -0.6% 3,240 $1.5M
MBL Wealth, LLC 0.14% Add +56.2% 3,235 $1.5M
Auxier Asset Management LLC 0.22% No change 3,230 $1.5M
Abacus Planning Group, Inc. 0.21% Add +0.6% 3,214 $1.5M
Roxbury Financial LLC 1.41% Reduce -2.1% 3,210 $1.5M
Sittner & Nelson, LLC 0.56% Add +0.1% 3,210 $1.5M
L2 Asset Management, LLC 0.22% No change 3,209 $1.5M
Brookwood Investment Group LLC 0.20% Add +5.6% 3,205 $1.5M
Blackhawk Capital Partners, LLC 0.59% Reduce -12.2% 3,203 $1.5M
Transcend Capital Advisors, LLC 0.11% Reduce -7.2% 3,202 $1.5M
Provenance Wealth Advisors, LLC 0.20% No change 3,196 $1.5M
Wealth Management Partners, LLC 0.48% Reduce -8.0% 3,191 $1.5M
Visionary Wealth Advisors 0.07% Add +12.5% 3,187 $1.5M
Richwood Investment Advisors, LLC 1.19% Add +0.8% 3,184 $1.5M
Fulton Bank, N.A. 0.05% Add +4.0% 3,178 $1.5M
Founders Financial Alliance, LLC 0.29% Reduce -2.2% 3,177 $1.5M
Allen Wealth Management, LLC 1.03% Reduce -13.8% 3,171 $1.5M
Benin Management CORP 0.36% No change 3,165 $1.5M
Portfolio Design Labs, LLC 0.26% New 3,163 $1.5M
LBMC Investment Advisors, LLC 0.10% Add +204.9% 3,159 $1.5M
Menard Financial Group LLC 1.01% Add +1.4% 3,152 $1.5M
Keynote Financial Services LLC 0.91% Reduce -3.1% 3,138 $1.5M
Berger Financial Group, Inc 0.09% Reduce -4.5% 3,135 $1.5M
Avestar Capital, LLC 0.11% Reduce -7.1% 3,134 $1.5M
Golden State Wealth Management, LLC 0.17% Reduce -5.3% 3,133 $1.5M
Chesapeake Wealth Management 0.46% Add +1.9% 3,133 $1.5M
Premier Path Wealth Partners, LLC 0.19% Add +6.9% 3,115 $1.5M
CMG Global Holdings, LLC 0.72% Reduce -1.5% 2,774 $1.5M
Tidemark, LLC 0.43% Add +1.4% 3,086 $1.5M
Main Street Research LLC 0.08% Add +60.0% 3,081 $1.5M
Trivium Point Advisory, LLC 0.15% Add +59.9% 3,080 $1.5M
Heck Capital Advisors, LLC 0.11% Reduce -17.6% 3,075 $1.5M
First Interstate Bank 0.08% Add +218.8% 3,060 $1.5M
Realta Investment Advisors 0.49% Add +11.9% 3,054 $1.5M
Hancock Whitney Corp. 0.03% Reduce -6.1% 3,050 $1.5M
Ironwood Investment Counsel, LLC 0.21% Reduce -4.3% 3,036 $1.4M
Wealth Effects LLC 0.47% Reduce -1.0% 3,032 $1.4M
Barnes Dennig Private Wealth Management LLC 1.55% Reduce -5.2% 3,024 $1.4M
Bard Financial Services, Inc. 0.16% Reduce -2.4% 3,015 $1.4M
Kennebec Savings Bank 1.31% Add +0.2% 3,013 $1.4M
Purus Wealth Management, LLC 0.46% Reduce -1.2% 3,002 $1.4M
Supplemental Annuity Collective Trust of NJ 0.38% No change 3,000 $1.4M
Martel Wealth Advisors LLC 0.25% No change 3,000 $1.4M
Birinyi Associates Inc. 0.37% No change 3,000 $1.4M
Grandview Asset Management LLC 0.40% Add +26.6% 2,995 $1.4M
Group One Trading LLC 0.04% New 2,986 $1.4M
Heartwood Wealth Advisors LLC 0.13% No change 2,975 $1.4M
Hilltop National Bank 0.35% Reduce -5.3% 2,973 $1.4M
Trustmark Bank Trust Department 0.09% Add +2.5% 2,971 $1.4M
Nabity-Jensen Investment Management Inc 0.98% No change 2,967 $1.4M
Titleist Asset Management, LLC 0.12% Add +8.6% 2,960 $1.4M
Monograph Wealth Advisors, LLC 0.14% Reduce -0.0% 2,959 $1.4M
Harfst & Associates, Inc. 0.26% No change 2,941 $1.4M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.56% Reduce -14.4% 2,934 $1.4M
Kenora Financial, LLC 0.47% Add +0.0% 2,931 $1.4M
First County Bank 0.71% Add +0.1% 2,930 $1.4M
Aspen Investment Management Inc 0.54% No change 2,930 $1.4M
US Asset Management LLC 1.15% No change 2,921 $1.4M
PDS Planning, Inc 0.10% Add +1.6% 2,911 $1.4M
High Net Worth Advisory Group LLC 0.33% Reduce -0.8% 2,902 $1.4M
Diversified Enterprises, LLC 0.09% Add +1.5% 2,903 $1.4M
Mechanics Financial Corp 0.52% Reduce -0.2% 2,896 $1.4M
Compass Ion Advisors, LLC 0.13% Add +0.5% 2,880 $1.4M
Herold Advisors, Inc. 0.32% Reduce -9.6% 2,876 $1.4M
Chancellor Financial Group WB LP 0.97% Add +0.1% 2,868 $1.4M
Kercheville Advisors, LLC 0.41% No change 2,865 $1.4M
Aire Advisors, LLC 0.25% Reduce -68.3% 2,864 $1.4M
Sierra Summit Advisors LLC 0.21% Add +2.1% 2,863 $1.4M
Bank of Stockton 0.39% Add +15.1% 2,863 $1.4M
Burns J W & Co. Inc. 0.15% No change 2,855 $1.4M
First Command Advisory Services, Inc. 0.01% Reduce -2.2% 2,853 $1.4M
Bridgewater Advisors Inc. 0.09% Add +2.1% 2,388 $1.4M
Ancora Advisors LLC 0.03% Reduce -0.3% 2,850 $1.4M
Probity Advisors, Inc. 0.22% Reduce -4.8% 2,849 $1.4M
Sawgrass Asset Management LLC 0.17% Reduce -0.2% 2,846 $1.4M
AlphaCore Capital LLC 0.05% Add +9.6% 2,844 $1.4M
GKV Capital Management Co., Inc. 0.54% Reduce -0.3% 2,840 $1.4M
LGT Group Foundation 0.02% Reduce -13.8% 2,816 $1.4M
Garrett Wealth Advisory Group, LLC 0.26% Add +0.0% 2,832 $1.4M
Aviso Wealth Management 0.59% Add +2.2% 2,831 $1.4M
Childress Capital Advisors, LLC 0.25% Add +45.8% 2,829 $1.3M
Ballast, Inc. 0.33% No change 2,825 $1.3M
Farmers National Bank 0.32% Add +5.6% 2,824 $1.3M
KLCM Advisors, Inc. 0.13% Add +0.6% 2,816 $1.3M
Gryphon Financial Partners LLC 0.15% Add +4.3% 2,816 $1.3M
Gsa Capital Partners LLP 0.11% Reduce -38.7% 2,814 $1.3M
Financial Synergies Wealth Advisors, Inc. 0.14% Add +0.6% 2,810 $1.3M
Tiemann Investment Advisors, LLC 0.51% Reduce -2.3% 2,809 $1.3M
Capstone Financial Advisors, Inc. 0.07% Add +1.3% 2,801 $1.3M
Peavine Capital, LLC 0.28% No change 2,800 $1.3M
SPX Gestao de Recursos Ltda 0.11% New 2,800 $1.3M
Tudor Financial Inc. 0.71% Reduce -1.7% 2,796 $1.3M
Belpointe Asset Management LLC 0.05% Add +15.7% 2,794 $1.3M
Creekside Partners 0.59% Add +0.1% 2,783 $1.3M
Nicholas Wealth, LLC. 0.97% Add +9.5% 2,783 $1.3M
Well Done, LLC 0.23% Reduce -2.6% 2,783 $1.3M
Disciplined Equity Management, Inc. 0.72% No change 2,780 $1.3M
Washington Trust Advisors, Inc. 0.10% Add +3.1% 2,780 $1.3M
Lineweaver Wealth Advisors, LLC 0.19% Add +4.0% 2,777 $1.3M
Kestra Investment Management, LLC 0.04% Reduce -15.7% 2,773 $1.3M
Plancorp, LLC 0.04% Reduce -0.9% 2,762 $1.3M
Quotient Wealth Partners, LLC 0.04% Reduce -2.6% 2,756 $1.3M
Clarius Group, LLC 0.08% Reduce -49.9% 2,755 $1.3M
Patriot Investment Management Group, Inc. 0.09% Add +0.2% 2,750 $1.3M
Trace Wealth Advisors, LLC 0.98% No change 2,750 $1.3M
Baring Financial LLC 0.89% Add +0.7% 2,741 $1.3M
Verus Capital Partners, LLC 0.10% Add +2.0% 2,738 $1.3M
von Borstel & Associates, Inc. 0.20% New 2,284 $1.3M
Townsquare Capital LLC 0.20% Reduce -30.4% 2,720 $1.3M
Pinnacle Wealth Planning Services, Inc. 0.15% Reduce -1.1% 2,715 $1.3M
Prosperitas Financial LLC 0.54% Add +0.1% 2,708 $1.3M
Milestone Asset Management, LLC 0.24% Add +29.9% 2,704 $1.3M
Covenant Asset Management, LLC 0.24% Reduce -1.7% 2,704 $1.3M
Pathway Financial Advisors LLC 0.17% No change 2,700 $1.3M
Legacy Financial Advisors, Inc. 0.18% Add +20.6% 2,700 $1.3M
Waycross Partners, LLC 0.11% No change 2,700 $1.3M
Hickory Point Bank & Trust 0.96% Reduce -0.2% 2,695 $1.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.15% Reduce -8.0% 2,693 $1.3M
Arrowroot Family Office, LLC 0.51% Reduce -5.9% 2,691 $1.3M
Sax Wealth Advisors, LLC 0.07% Add +2.8% 2,689 $1.3M
Key Financial Inc 0.24% Reduce -3.6% 2,668 $1.3M
Legacy Wealth Asset Management, LLC 0.31% Reduce -1.1% 2,685 $1.3M
Toth Financial Advisory Corp. 0.14% Add +0.0% 2,674 $1.3M
Centaurus Financial, Inc. 0.06% Reduce -27.9% 2,670 $1.3M
Klingman & Associates, LLC 0.06% Add +1.4% 2,660 $1.3M
Ascentis Wealth Management, LLC 0.30% Reduce -4.6% 2,652 $1.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -12.4% 2,430 $1.3M
Generali Investments, Management Co LLC 0.26% No change 2,650 $1.3M
Myriad Asset Management US LP 0.69% New 2,647 $1.3M
Winebrenner Capital Management LLC 0.91% No change 2,640 $1.3M
Somerville Kurt F 0.21% Reduce -0.9% 2,640 $1.3M
Ullmann Wealth Partners Group, LLC 0.14% No change 2,639 $1.3M
Yoffe Investment Management, LLC 1.64% No change 2,637 $1.3M
Cypress Asset Management Inc. 0.29% Reduce -0.3% 2,632 $1.3M
Capital Analysts, LLC 0.04% Add +68.8% 2,631 $1.3M
Orange Investment Advisors, Inc. 0.13% Reduce -0.2% 2,629 $1.3M
Klingenstein Fields & Co. LP 0.05% No change 2,626 $1.3M
Eagle Bluffs Wealth Management LLC 0.54% Reduce -1.3% 2,617 $1.2M
Continuum Advisory, LLC 0.13% Add +51.3% 2,607 $1.2M
Paragon Capital Management LLC 0.60% No change 2,600 $1.2M
Rothschild Wealth LLC 0.27% Add +2.1% 2,593 $1.2M
CI Investments Inc. 0.00% Add +8.9% 2,584 $1.2M
Palumbo Wealth Management LLC 0.39% Add +1.8% 2,665 $1.2M
Addison Capital Co 0.36% Reduce -2.8% 2,580 $1.2M
Brown, Lisle/Cummings, Inc. 0.32% Reduce -1.7% 2,573 $1.2M
Capital Planning Advisors, LLC 0.17% Reduce -3.8% 2,568 $1.2M
Heritage Wealth Advisors 0.05% No change 2,568 $1.2M
Prestige Wealth Management Group LLC 0.24% Add +0.4% 2,567 $1.2M
Atwood & Palmer Inc. 0.07% No change 2,565 $1.2M
Global Financial Private Client, LLC 0.44% Add +240.2% 2,562 $1.2M
Gleason Group, Inc. 0.12% Reduce -3.7% 2,562 $1.2M
Resonant Capital Advisors, LLC 0.07% Add +3.5% 2,561 $1.2M
Cortland Associates Inc. 0.14% Add +0.1% 2,554 $1.2M
CVA Family Office, LLC 0.16% Add +0.5% 2,551 $1.2M
Tradition Wealth Management, LLC 0.09% Reduce -6.6% 2,543 $1.2M
Vermillion Wealth Management, Inc. 0.33% Reduce -0.3% 2,539 $1.2M
Rogco, LP 0.43% Reduce -4.3% 2,537 $1.2M
O'Brien Wealth Partners LLC 0.16% New 2,535 $1.2M
Washburn Capital Management, Inc. 0.67% Reduce -6.0% 2,531 $1.2M
Shoker Investment Counsel, Inc. 0.36% Add +22.3% 2,522 $1.2M
Legacy Capital Group California, Inc. 0.31% Add +0.5% 2,512 $1.2M
Hills Bank & Trust Co 0.07% Add +71.2% 2,511 $1.2M
Wealth Watch Advisors, INC 0.49% Reduce -34.7% 2,507 $1.2M
Elyxium Wealth, LLC 0.42% Add +1.0% 2,507 $1.2M
Slocum, Gordon & Co LLP 0.95% No change 2,500 $1.2M
Sippican Capital Advisors 0.79% No change 2,500 $1.2M
BSW Wealth Partners 0.15% Add +3.6% 2,500 $1.2M
Evermay Wealth Management LLC 0.14% Reduce -2.4% 2,495 $1.2M
Northstar Group, Inc. 0.18% No change 2,486 $1.2M
MSH Capital Advisors LLC 0.32% Add +0.2% 2,484 $1.2M
Intrust Bank NA 0.10% Add +20.3% 2,476 $1.2M
Aspiriant, LLC 0.04% Reduce -1.4% 2,476 $1.2M
Addison Advisors LLC 0.27% Add +3.4% 2,473 $1.2M
White Lighthouse Investment Management Inc. 0.18% Reduce -2.8% 2,471 $1.2M
Reynders McVeigh Capital Management, LLC 0.06% Reduce -2.8% 2,466 $1.2M
United Asset Strategies, Inc. 0.09% Add +1.1% 2,466 $1.2M
Cidel Asset Management Inc. 0.07% No change 2,462 $1.2M
Seelaus Asset Management LLC 0.95% Add +0.2% 2,458 $1.2M
TD Private Client Wealth LLC 0.03% Reduce -0.2% 2,457 $1.2M
Lincoln Capital LLC 0.22% Add +0.9% 2,355 $1.2M
Greenwich Wealth Management LLC 0.06% Reduce -3.5% 2,456 $1.2M
Firethorn Wealth Partners, LLC 0.46% Add +31.1% 2,450 $1.2M
Sompo Asset Management Co., Ltd. 0.20% No change 2,450 $1.2M
Fiduciary Group, LLC 0.10% Add +7.8% 2,450 $1.2M
Keystone Financial Group 0.09% Add +189.2% 2,447 $1.2M
Arbor Wealth Advisors LLC 0.87% No change 2,437 $1.2M
Clarus Wealth Advisors 0.51% Reduce -5.1% 2,335 $1.2M
Trillium Asset Management, LLC 0.03% No change 2,434 $1.2M
Wrapmanager Inc. 0.36% Reduce -18.9% 2,432 $1.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.39% Reduce -3.1% 2,201 $1.2M
KKM Financial LLC 0.36% Reduce -5.8% 2,422 $1.2M
REDW Wealth LLC 0.44% No change 2,418 $1.2M
Bell Bank 0.05% Reduce -3.1% 2,415 $1.2M
Retirement Planning Co of New England, Inc. 0.46% Add +3.1% 2,411 $1.2M
Harris Associates (Oakmark Funds) 0.00% Reduce -9.4% 2,408 $1.1M
Accredited Wealth Management, LLC 0.86% Reduce -86.4% 329 $1.1M
Catalyst Funds Management Pty Ltd 0.17% Reduce -7.7% 2,400 $1.1M
First Financial Bankshares Inc 0.02% Add +14.7% 2,399 $1.1M
Meridian Wealth Advisors, LLC 0.16% Add +125.6% 2,398 $1.1M
Saxon Interests, Inc. 0.45% Reduce -1.0% 2,725 $1.1M
CFS Investment Advisory Services, LLC 0.08% Add +3.5% 2,184 $1.1M
Alta Advisers Ltd 0.35% No change 2,391 $1.1M
Cahill Financial Advisors Inc. 0.13% Reduce -10.4% 2,390 $1.1M
Hudson Bay Capital Management LP 0.01% Reduce -34.6% 2,388 $1.1M
TRUE Private Wealth Advisors 0.12% Reduce -11.5% 2,369 $1.1M
Pine Haven Investment Counsel, Inc 0.82% Reduce -2.1% 2,367 $1.1M
West Family Investments, Inc. 0.25% Add +9.4% 2,365 $1.1M
Signal Advisors Wealth, LLC 0.10% Add +75.9% 2,364 $1.1M
Ameriflex Group, Inc. 0.42% Add +47.1% 2,362 $1.1M
WFA of San Diego, LLC 0.77% No change 2,361 $1.1M
Cove Private Wealth, LLC 0.36% No change 2,359 $1.1M
Buck Wealth Strategies, LLC 0.15% Add +72.6% 2,354 $1.1M
E&G Advisors, LLC 0.26% Add +0.1% 2,344 $1.1M
One Capital Management, LLC 0.04% Add +3.3% 2,321 $1.1M
YANKCOM Partnership 0.50% Add +2.6% 2,320 $1.1M
SJS Investment Consulting Inc. 0.15% Add +73.2% 2,319 $1.1M
Armstrong Advisory Group, Inc. 0.08% Reduce -2.8% 2,317 $1.1M
Fiduciary Family Office, LLC 0.31% Reduce -17.4% 2,312 $1.1M
Platform Technology Partners 0.26% Add +0.3% 2,309 $1.1M
Guardian Wealth Management, Inc. 0.65% Reduce -0.2% 2,307 $1.1M
Delta Financial Advisors LLC 0.31% Add +276.2% 2,306 $1.1M
Bill Few Associates, Inc. 0.28% Reduce -0.6% 2,300 $1.1M
Puzo Michael J 0.30% Reduce -3.8% 2,300 $1.1M
Hunter Associates Investment Management LLC 0.15% No change 2,301 $1.1M
North Star Asset Management Inc. 0.04% No change 2,298 $1.1M
180 Wealth Advisors, LLC 0.13% Reduce -0.7% 2,292 $1.1M
Analyst IMS Investment Management Services Ltd. 0.03% Reduce -16.8% 2,291 $1.1M
Wayfinding Financial, LLC 0.47% Reduce -0.1% 2,290 $1.1M
KPP Advisory Services LLC 0.16% Add +1.3% 2,288 $1.1M
Marks Group Wealth Management, Inc 0.10% Add +8.2% 2,288 $1.1M
GHP Investment Advisors, Inc. 0.05% Reduce -0.0% 2,286 $1.1M
Atlanta Consulting Group Advisors, LLC 0.27% Reduce -2.8% 2,280 $1.1M
Verity Asset Management, Inc. 0.35% Add +75.8% 2,276 $1.1M
Means Investment Co., Inc. 0.09% Add +0.2% 2,275 $1.1M
Beverly Hills Private Wealth, LLC 0.19% Reduce -9.9% 2,274 $1.1M
Capital Advantage, Inc. 0.16% Add +0.2% 2,268 $1.1M
Goepper Burkhardt LLC 0.37% No change 2,267 $1.1M
Adell Harriman & Carpenter Inc. 0.07% Add +9.7% 2,264 $1.1M
South Plains Financial, Inc. 0.67% Add +13.9% 2,257 $1.1M
Peoples Financial Services Corp. 0.49% Add +2.5% 2,257 $1.1M
Sienna Gestion 0.07% Reduce -92.5% 2,464 $1.1M
Sound Income Strategies, LLC 0.06% Reduce -3.8% 2,142 $1.1M
Legacy Private Trust Co. 0.06% New 2,246 $1.1M
Claris Advisors, LLC / Mo / 0.37% No change 2,746 $1.1M
Constitution Capital LLC 0.50% Add +0.5% 2,230 $1.1M
Cranbrook Wealth Management, LLC 0.21% No change 2,228 $1.1M
Wimmer Associates 1, LLC 0.51% No change 2,222 $1.1M
Latitude Advisors, LLC 0.48% Reduce -4.0% 2,222 $1.1M
Prosperity Financial Group, Inc. 0.39% Add +8.0% 2,220 $1.1M
Oak Hill Wealth Advisors, LLC 0.20% No change 2,219 $1.1M
Independence Bank of Kentucky 0.14% Add +0.2% 2,219 $1.1M
2UniFi Bank 0.53% Add +9.6% 2,218 $1.1M
Retirement Planning Group, LLC 0.04% Add +56.0% 2,217 $1.1M
Horizon Wealth Management, LLC 0.15% Add +0.1% 2,206 $1.1M
Canandaigua National Trust Co of Florida 0.83% Reduce -3.1% 2,204 $1.1M
West Michigan Advisors, LLC 0.25% Reduce -13.1% 2,201 $1.1M
LVM Capital Management Ltd. 0.10% Reduce -2.2% 2,196 $1.0M
Calton & Associates, Inc. 0.16% Reduce -11.7% 2,194 $1.0M
Financial Consulate, Inc. 0.15% New 2,191 $1.0M
RFP Financial Group LLC 0.43% Reduce -18.4% 2,333 $1.0M
TOWER TRUST & INVESTMENT Co 0.70% Add +292.8% 2,188 $1.0M
Austin Private Wealth, LLC 0.08% Reduce -0.9% 2,185 $1.0M
Aberdeen Wealth Management LLC 0.65% No change 2,183 $1.0M
Patton Albertson Miller Group, LLC 0.13% Reduce -58.7% 2,182 $1.0M
Zions Bancorporation, National Association 0.05% Add +75.7% 2,182 $1.0M
Sepio Capital, LP 0.06% Add +53.6% 2,181 $1.0M
Cercano Management LLC 0.04% No change 2,180 $1.0M
Marion Wealth Management 0.25% Add +0.2% 2,179 $1.0M
Quadrant Private Wealth Management, LLC 0.19% Reduce -0.5% 2,176 $1.0M
Financial Engines Advisors L.L.C. 0.00% Add +3.7% 2,175 $1.0M
LifePlan Financial, LLC 0.82% Add +148.7% 2,171 $1.0M
Soltis Investment Advisors LLC 0.07% Add +6.2% 2,170 $1.0M
GTS Securities LLC 0.04% New 2,166 $1.0M
Quantitative Investment Management, LLC 0.14% New 2,161 $1.0M
Windsor Capital Management, LLC 0.28% Reduce -1.1% 2,154 $1.0M
Mountain Pacific Investment Advisers LLC 0.16% No change 2,153 $1.0M
Doliver Advisors, LP 0.27% Reduce -2.0% 2,152 $1.0M
TFR Capital, LLC. 0.34% Reduce -3.8% 2,151 $1.0M
Atom Investors LP 0.08% New 2,146 $1.0M
Purkiss Capital Advisors LLC 0.49% Add +14.9% 2,145 $1.0M
Cascades Capital Asset Management, LLC 0.46% Reduce -0.9% 2,139 $1.0M
Mechanics Bank Trust Department 0.14% Reduce -2.3% 2,130 $1.0M
Cassaday & Co Wealth Management LLC 0.02% Add +1.1% 2,125 $1.0M
Stableford Capital II LLC 0.36% Reduce -15.2% 2,114 $1.0M
McElhenny Sheffield Capital Management, LLC 0.24% Add +2.4% 2,112 $1.0M
Hamel Associates, Inc. 0.31% Add +1.1% 2,122 $1.0M
Martin Capital Advisors, LLP 0.61% No change 2,111 $1.0M
Grey Ledge Advisors, LLC 0.23% Reduce -1.5% 2,110 $1.0M
W Advisors, LLC 0.53% Add +0.3% 2,107 $1.0M
Montz Harcus Wealth Management LLC 0.44% Add +6.1% 2,101 $1.0M
Spirepoint Private Client, LLC 0.11% Add +43.1% 2,099 $1.0M
Zullo Investment Group, Inc. 0.37% Add +0.7% 2,098 $1.0M
First American Bank 0.06% No change 2,097 $1.0M
Future Fund LLC 0.35% Add +0.3% 2,096 $1.0M
Fiduciary Alliance LLC 0.07% Reduce -2.3% 2,095 $1000K
BCS Wealth Management 0.22% Reduce -14.6% 2,080 $993K
Harbor Investment Advisory, LLC 0.08% Reduce -15.8% 2,080 $992K
Allen Mooney & Barnes Investment Advisors LLC 0.15% Reduce -2.2% 2,077 $991K
Nvwm, LLC 0.22% Reduce -7.1% 2,075 $990K
Tarbox Family Office, Inc. 0.15% Reduce -0.1% 2,075 $990K
McAdam, LLC 0.05% Add +10.6% 2,071 $988K
First Commonwealth Financial Corp 0.17% No change 2,069 $987K
Obermeyer Wealth Partners 0.05% Reduce -0.4% 2,068 $987K
LaSalle St. Investment Advisors, LLC 0.18% Add +1.3% 2,067 $986K
Jump Financial, LLC 0.01% New 2,066 $986K
Obsidian Personal Planning Solutions LLC 0.34% Reduce -1.2% 1,705 $984K
AF Advisors, Inc. 0.40% No change 2,061 $983K
Sage Investment Counsel LLC 1.09% Reduce -0.7% 2,060 $983K
Dudley Capital Management, LLC 0.44% Reduce -0.7% 2,055 $981K
Fairvoy Private Wealth, LLC 0.22% Reduce -0.9% 2,053 $979K
Inscription Capital, LLC 0.11% Add +5.8% 2,053 $979K
Veracity Capital LLC 0.32% Reduce -2.0% 2,052 $979K
Sovereign Financial Group, Inc. 0.18% Add +2.4% 2,049 $978K
Winthrop Advisory Group LLC 0.09% Add +0.1% 2,048 $977K
Aprio Wealth Management, LLC 0.10% Add +13.3% 2,040 $973K
Beacon Financial Advisory LLC 0.22% Reduce -1.5% 2,033 $970K
NCM Capital Management, LLC 0.38% No change 2,030 $969K
Volterra Technologies LP 0.64% Add +763.4% 2,029 $968K
Cahaba Wealth Management, Inc. 0.07% Reduce -3.9% 2,028 $968K
626 Financial, LLC 0.43% Reduce -0.4% 2,025 $966K
Tompkins Financial Corp. 0.08% No change 2,019 $963K
Jacksonville Wealth Management, LLC 0.71% Add +0.1% 2,015 $962K
Arcataur Capital Management LLC 0.28% Add +29.5% 2,010 $959K
HBW Advisory Services LLC 0.11% Add +126.4% 2,008 $958K
SageView Advisory Group, LLC 0.03% Add +36.4% 2,003 $956K
Saybrook Capital 0.25% No change 2,000 $954K
Walter & Keenan Wealth Management LLC /in/ 0.26% Add +0.5% 1,999 $954K
Parr McKnight Wealth Management Group, LLC 0.12% Reduce -1.5% 1,995 $952K
Lester Murray Antman dba SimplyRich 0.26% No change 1,996 $952K
Base Wealth Management LLC 0.54% Add +15.4% 1,989 $949K
J2 Capital Management Inc 0.71% Add +5.1% 1,986 $948K
Breakwater Capital Group 0.14% Add +3.8% 1,986 $948K
3Chopt Investment Partners, LLC 0.22% Add +0.6% 1,982 $946K
Summit Wealth Partners, LLC 0.17% No change 1,982 $946K
Ridgecrest Wealth Partners, LLC 0.43% No change 1,981 $945K
Connective Portfolio Management, LLC 1.67% New 2,000 $943K
ROI Financial Advisors, LLC 0.56% Add +16.4% 1,976 $943K
FUKOKU MUTUAL LIFE INSURANCE Co 0.06% No change 1,973 $941K
Facet Wealth, Inc. 0.02% Add +29.3% 1,971 $940K
Gerber Kawasaki Wealth & Investment Management 0.03% Add +6.1% 1,969 $940K
Kozak & Associates, Inc. 0.18% Add +6.5% 1,701 $939K
Cornerstone Advisory, LLC 0.09% Add +13.0% 1,964 $937K
Claris Financial LLC 0.53% Add +18.6% 1,962 $936K
Patten Group, Inc. 0.18% Reduce -2.2% 1,962 $936K
Fulton Breakefield Broenniman LLC 0.06% Add +0.7% 1,961 $936K
DMC Group, LLC 0.65% Reduce -0.3% 1,960 $935K
Acropolis Investment Management, LLC 0.05% Add +8.1% 2,402 $933K
Sterling Investment Advisors, Ltd. 0.18% Add +0.1% 1,951 $931K
Guardian Asset Advisors, LLC 0.50% Add +0.8% 1,950 $930K
Bedel Financial Consulting, Inc. 0.12% Add +1.4% 1,949 $930K
Sterling Wealth Management, Inc. 0.28% Reduce -2.0% 1,943 $927K
Bryn Mawr Trust Advisors, LLC 0.05% Add +16.0% 1,940 $926K
Siligmueller & Norvid Wealth Advisors LLC 0.41% New 1,932 $922K
Redwood Wealth Management Group, LLC 0.39% Reduce -27.8% 1,926 $919K
Beaumont Financial Advisors, LLC 0.06% Reduce -2.5% 1,925 $918K
KFA Private Wealth Group, LLC 0.26% Reduce -10.7% 1,924 $918K
Boston Partners 0.00% New 1,922 $917K
Wealth Alliance, LLC 0.09% Reduce -0.6% 1,920 $916K
Horst & Graben Wealth Management LLC 0.14% Reduce -0.9% 1,917 $915K
Waterloo Capital, L.P. 0.07% Add +41.6% 1,909 $911K
Olistico Wealth, LLC 0.48% Reduce -14.7% 1,907 $910K
Excalibur Management Corp. 0.33% Reduce -3.8% 1,906 $909K
Pines Wealth Management, LLC 0.31% Add +4.4% 1,906 $909K
Bantamac Capital, LLC 0.69% No change 1,900 $907K
Impact Capital Partners LLC 0.27% Add +4.1% 1,900 $907K
Wulff, Hansen & Co. 0.78% Reduce -11.7% 1,895 $904K
Thrive Wealth Management, LLC 0.14% Reduce -0.7% 1,890 $902K
Opinicus Capital, Inc. 0.62% Add +13.3% 1,885 $900K
Northside Capital Management, LLC 0.08% Reduce -5.0% 1,885 $899K
Centurion Wealth Management LLC 0.21% No change 1,883 $898K
Carret Asset Management, LLC 0.09% Reduce -0.2% 1,877 $896K
Legacy Trust 0.18% New 1,873 $894K
Baldwin Wealth Partners LLC 0.06% No change 1,867 $891K
Garner Asset Management Corp 0.36% Reduce -0.5% 1,865 $890K
Stonebridge Financial Group, LLC 0.08% Add +17.0% 1,864 $889K
AlphaQuest LLC 0.06% Add +105.1% 1,864 $889K
Pacifica Partners Inc. 0.32% Reduce -1.0% 1,847 $888K
Compass Capital Corp. /Ma/ 0.39% Add +3.5% 1,556 $885K
Capital Insight Partners, LLC 0.15% Reduce -0.8% 1,854 $885K
Westmount Partners, LLC 0.23% Reduce -0.1% 1,837 $883K
Deseret Mutual Benefit Administrators 0.37% Reduce -0.7% 1,846 $881K
Summit Financial Strategies, Inc. 0.08% No change 1,845 $880K
Fiera Capital Corp 0.00% No change 1,845 $880K
Landaas & Co. /Wi 0.20% Add +5.8% 1,833 $875K
Vicus Capital 0.07% Reduce -0.3% 1,830 $873K
Symphony Financial, Ltd. Co. 0.11% Reduce -86.1% 1,804 $872K
Texas Capital Bancshares Inc 0.34% Reduce -34.6% 1,827 $872K
Coastal Bridge Advisors, LLC 0.07% Add +11.6% 1,824 $870K
BlueSky Wealth Advisors, LLC 0.12% Reduce -3.6% 1,822 $869K
Fagan Associates, Inc. 0.12% No change 1,820 $868K
NWF Advisory Services Inc. 0.10% Reduce -9.2% 1,819 $868K
Woodley Farra Manion Portfolio Management Inc. 0.04% Reduce -0.6% 1,819 $868K
Moment Partners, LLC 0.15% Add +3.2% 1,816 $867K
Aft, Forsyth & Company, Inc. 0.41% No change 1,815 $866K
Van Hulzen Asset Management, LLC 0.06% Reduce -2.8% 1,811 $864K
Sound Financial Strategies Group, LLC 0.63% Add +5.5% 1,810 $864K
McBroom & Associates, LLC 0.41% No change 1,806 $862K
Lakewood Asset Management LLC 0.52% Add +0.1% 1,805 $861K
Inceptionr LLC 0.21% New 1,801 $859K
Violich Capital Management, Inc. 0.10% No change 1,800 $859K
Accredited Investors Inc. 0.05% Add +4.7% 1,797 $857K
Strategic Investment Advisors / MI 0.08% Reduce -1.2% 1,795 $857K
Operose Advisors LLC 0.21% Add +0.2% 1,793 $856K
OneAscent Wealth Management LLC 0.29% Reduce -1.8% 1,789 $854K
Lakeside Advisors, INC. 0.54% Add +0.1% 1,787 $853K
Morse Asset Management, Inc 0.17% Add +21.9% 1,784 $851K
Paulson Wealth Management Inc. 0.20% Reduce -0.6% 1,783 $851K
Taylor Financial Group, Inc. 0.49% No change 1,779 $849K
Revisor Wealth Management LLC 0.29% Reduce -10.4% 1,712 $849K
Mine & Arao Wealth Creation & Management, LLC. 0.34% Add +0.2% 1,777 $848K
Sanders Morris Harris LLC 0.11% No change 1,775 $847K
Clare Market Investments LLC 0.17% New 1,773 $846K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.18% Reduce -6.8% 1,768 $844K
Fortem Financial Group, LLC 0.24% Reduce -13.9% 1,765 $842K
Lakeridge Wealth Management LLC 0.37% Reduce -0.6% 1,761 $840K
Opal Wealth Advisors, LLC 0.23% Reduce -6.9% 1,755 $838K
Hall Laurie J Trustee 0.27% Reduce -7.9% 1,753 $836K
Elevation Point Wealth Partners, LLC 0.06% Add +1.7% 1,752 $836K
Grove Bank & Trust 0.10% No change 1,751 $835K
Retirement Guys Formula LLC 0.29% Reduce -64.9% 1,740 $830K
Patriot Financial Group Insurance Agency, LLC 0.11% Reduce -9.6% 1,736 $829K
LifeSteps Financial, Inc. 0.53% Reduce -0.5% 1,736 $828K
Lafayette Investments, Inc. 0.16% No change 1,736 $828K
Bensler, LLC 0.09% Reduce -1.4% 1,733 $827K
Diligent Investors, LLC 0.21% Reduce -61.8% 1,732 $826K
Davis Investment Partners, LLC 0.28% Add +0.1% 1,718 $826K
Meriwether Wealth & Planning, LLC 0.48% Reduce -5.2% 1,721 $821K
One Degree Advisors Inc 0.25% Add +3.7% 1,721 $821K
Cornerstone Select Advisors, LLC 0.60% Add +6.2% 1,720 $821K
Perennial Investment Advisors, LLC 0.07% Add +1.2% 1,719 $821K
Bogart Wealth, LLC 0.03% Reduce -12.3% 1,718 $820K
Check Capital Management Inc. 0.05% No change 1,717 $819K
Bigelow Investment Advisors, LLC 0.33% Add +2.8% 1,715 $818K
Canal Capital Management, LLC 0.12% Add +7.1% 1,714 $818K
TrinityBridge Ltd 0.02% Reduce -12.5% 1,713 $817K
Gries Financial LLC 0.13% Add +40.5% 1,710 $816K
NJ State Employees Deferred Compensation Plan 0.09% New 1,710 $816K
Wealth Quarterback LLC 0.32% Add +0.2% 1,708 $815K
Reliant Investment Partners, LLC 0.64% No change 1,636 $814K
Kohmann Bosshard Financial Services, LLC 0.08% Add +7.8% 1,706 $814K
Meadow Creek Wealth Advisors LLC 0.54% Reduce -4.5% 1,503 $813K
Trinity Financial Advisors LLC 0.23% No change 1,700 $811K
Penn Davis McFarland Inc. 0.08% Reduce -15.0% 1,700 $811K
PSI Advisors, LLC 0.21% Add +2.7% 1,698 $810K
Silvia McColl Wealth Management, LLC 0.55% Reduce -1.2% 1,697 $810K
Icon Wealth Advisors, LLC 0.05% Reduce -12.8% 1,696 $809K
YHB Investment Advisors, Inc. 0.06% Add +0.1% 1,695 $809K
Ofc Financial Planning, LLC 0.80% No change 1,695 $809K
Raleigh Capital Management Inc. 0.31% Reduce -7.9% 1,692 $807K
Taylor Hoffman Capital Management LLC 0.25% Reduce -1.2% 1,691 $807K
Arvest Bank Trust Division 0.04% Add +0.6% 1,691 $807K
Sweeney & Michel, LLC 0.27% Add +3.2% 1,638 $805K
Disciplined Investors, L.L.C. 0.57% Add +0.1% 1,682 $802K
Worth Financial Advisory Group, LLC 0.45% Reduce -6.9% 1,678 $801K
Charis Legacy Partners, LLC 1.19% No change 1,670 $797K
Citizens Business Bank 0.13% Reduce -1.2% 1,666 $795K
L.M. Kohn & Company 0.95% Reduce -22.7% 1,665 $794K
Novem Group 0.09% Reduce -0.2% 1,664 $794K
Hilton Capital Management, LLC 0.06% No change 1,663 $794K
Ranch Capital Advisors Inc. 0.31% Add +0.1% 1,661 $793K
LCNB Corp. 0.28% Add +2.9% 1,659 $792K
Stokes Family Office, LLC 0.08% Add +1.0% 1,659 $792K
Tripletail Wealth Management, LLC 0.94% Add +1.6% 1,592 $791K
Perpetual Ltd 0.01% Add +27.5% 1,657 $791K
GM Advisory Group, LLC 0.03% Add +26.8% 1,654 $789K
Red Door Wealth Management, LLC 0.08% Add +0.2% 1,652 $788K
Appleton Partners Inc. 0.05% Reduce -2.1% 1,652 $788K
WealthPLAN Partners, LLC 0.12% Add +49.8% 1,651 $788K
Barr E S & Co. 0.04% Reduce -1.5% 1,650 $787K
Camden National Bank 0.11% Add +2.9% 1,647 $786K
LVW Advisors, LLC 0.08% Add +6.9% 1,644 $784K
Kaydan Wealth Management, Inc. 0.22% No change 1,643 $784K
Redhawk Wealth Advisors, Inc. 0.09% Reduce -1.2% 1,643 $784K
Strategies Wealth Advisors, LLC 0.08% Add +87.9% 1,642 $784K
Stonebridge Capital Advisors LLC 0.06% Reduce -3.0% 1,639 $782K
Liberty Square Wealth Partners LLC 0.24% No change 1,636 $781K
Cadence Bank 0.05% Reduce -20.7% 1,634 $780K
Frisch Financial Group, Inc. 0.18% Add +0.4% 1,633 $779K
Quent Capital, LLC 0.07% Add +2.5% 1,630 $778K
Gould Asset Management LLC 0.14% No change 1,625 $775K
Astoria Portfolio Advisors LLC. 0.20% Reduce -51.1% 1,543 $775K
Balefire, LLC 0.15% Add +2.9% 1,622 $774K
Advisory Resource Group 0.14% Add +0.1% 1,619 $773K
Denali Advisors LLC 0.09% Reduce -41.5% 1,619 $773K
Harbour Trust & Investment Management Co 0.08% Reduce -3.3% 1,619 $773K
Gibbs Wealth Management 0.17% Reduce -39.2% 1,618 $772K
Jeppson Wealth Management, LLC 0.25% No change 1,617 $772K
Woodstock Corp. 0.07% Reduce -4.2% 1,617 $772K
Diversify Wealth Management, LLC 0.04% Reduce -15.3% 1,350 $771K
Relyea Zuckerberg Hanson LLC 0.08% Reduce -1.1% 1,615 $770K
Vishria Bird Financial Group, LLC 0.15% Add +0.1% 1,609 $768K
Baker Ellis Asset Management LLC 0.09% Add +0.7% 1,608 $767K
Transcendent Capital Group LLC 0.34% Add +1.6% 1,604 $765K
Cooper/Haims Advisors, LLC 0.36% No change 1,601 $764K
Capital Square, LLC 0.39% Reduce -3.2% 1,600 $764K
Pacific Point Advisors, LLC 0.45% No change 1,600 $763K
Pursue Wealth Partners LLC 0.42% No change 1,600 $763K
Militia Capital Partners, LP 0.36% No change 1,600 $763K
Rosenberg Matthew Hamilton 0.17% Add +3.2% 1,600 $763K
WESCAP Management Group, Inc. 0.16% No change 1,600 $763K
Andra AP-fonden 0.01% Reduce -69.2% 1,600 $763K
Elwood & Goetz Wealth Advisory Group, LLC 0.15% Add +14.0% 1,597 $762K
United Advisor Group, LLC 0.10% Add +75.8% 1,596 $762K
Raab & Moskowitz Asset Management LLC 0.17% Reduce -8.7% 1,595 $761K
Crewe Advisors LLC 0.07% New 1,595 $761K
WealthTrust Axiom LLC 0.20% No change 1,595 $761K
Wagner Wealth Management, LLC 0.18% Reduce -1.3% 1,594 $761K
Peoples Bank 0.76% Reduce -0.6% 1,593 $760K
McGowan Group Asset Management, Inc. 0.10% Add +0.1% 1,592 $760K
Mustard Seed Financial, LLC 0.49% No change 1,592 $760K
Interchange Capital Partners, LLC 0.15% Add +20.9% 1,591 $759K
Investment Advisory Services Inc. /TX 0.24% Reduce -5.5% 1,589 $758K
Vertex Planning Partners, LLC 0.15% Add +1.5% 1,587 $757K
Valley National Advisers Inc. 0.12% Reduce -77.2% 1,583 $755K
KG Capital Management 0.21% Reduce -19.6% 1,632 $755K
Apollon Financial, LLC 0.13% Add +13.8% 1,579 $754K
Financial Partners Group, Inc 0.09% Add +9.8% 1,576 $752K
Burton Enright Welch 0.11% Add +1.8% 1,574 $751K
Nadler Financial Group, Inc. 0.07% Add +8.6% 1,571 $750K
SeaBridge Investment Advisors LLC 0.12% No change 1,565 $747K
Linscomb Wealth, Inc. 0.03% Add +0.8% 1,564 $746K
Regent Peak Wealth Advisors LLC 0.15% — 1,558 $743K
Alteri Wealth LLC 0.25% Add +1.9% 1,551 $740K
Quantum Financial Advisors, LLC 0.09% No change 1,550 $740K
MFA Wealth Services 0.51% Add +1.6% 1,548 $739K
GWN Securities Inc. 0.17% Add +3.4% 1,532 $738K
New Republic Capital, LLC 0.23% Reduce -4.0% 1,545 $737K
Infrastructure Capital Advisors, LLC 0.13% New 1,277 $737K
Signature Estate & Investment Advisors LLC 0.02% Reduce -0.2% 1,544 $737K
Tectonic Advisors LLC 0.04% Add +0.3% 1,541 $735K
SAM Advisors, LLC 0.24% No change 1,540 $735K
Foster Dykema Cabot & Partners, LLC 0.05% Add +56.5% 1,540 $735K
Sunpointe, LLC 0.27% Reduce -67.9% 1,538 $734K
Strategic Equity Management 0.27% Add +0.7% 1,536 $733K
Everpar Advisors LLC 0.29% Reduce -4.1% 1,528 $729K
Sfmg, LLC 0.05% Add +1.8% 1,528 $729K
Lion Street Advisors, LLC 0.25% Add +21.8% 3,558 $726K
Precision Wealth Strategies, LLC 0.24% Reduce -55.9% 1,520 $725K
Congress Park Capital LLC 0.23% Reduce -4.7% 1,520 $725K
TCV Trust & Wealth Management, Inc. 0.06% Reduce -25.2% 1,515 $723K
Clear Creek Financial Management, LLC 0.06% Add +22.2% 1,510 $720K
Chickasaw Capital Management LLC 0.03% No change 1,500 $716K
Rbo & Co. LLC 0.11% No change 1,500 $716K
FSM Wealth Advisors, LLC 0.10% Add +28.3% 1,500 $716K
Center For Asset Management LLC 0.38% Add +0.1% 1,499 $715K
Uniting Wealth Partners, LLC 0.17% Add +54.6% 1,498 $715K
Clearstead Trust, LLC 0.12% No change 1,495 $713K
TFB Advisors LLC 0.21% Reduce -15.9% 1,352 $713K
Athena Investment Management 0.37% Reduce -11.6% 1,489 $710K
Affinity Capital Advisors, LLC 0.11% Reduce -6.0% 1,447 $710K
Oliver Luxxe Assets LLC 0.11% Add +16.1% 1,486 $709K
PBMares Wealth Management LLC 0.11% No change 1,482 $707K
Petros Family Wealth, LLC 0.59% Reduce -4.0% 1,481 $707K
Daner Wealth Management, LLC 0.46% Add +9.7% 1,339 $706K
Keystone Wealth Services, LLC 0.15% Reduce -6.6% 1,476 $704K
Cromwell Holdings LLC 0.38% No change 1,476 $704K
Leisure Capital Management 0.24% Reduce -0.3% 1,474 $703K
Hara Capital LLC 0.41% No change 1,465 $699K
Mirador Capital Partners LP 0.10% Reduce -0.3% 1,456 $695K
Range Financial Group LLC 0.25% Add +3.0% 1,454 $694K
Pinnacle Financial Group, LLC / IL 0.21% Add +0.2% 1,454 $694K
Insight Advisors, LLC/ PA 0.11% Add +0.1% 1,449 $693K
Smart Portfolios, LLC 0.67% Reduce -8.9% 1,447 $690K
Gradient Investments LLC 0.01% Add +32.5% 1,447 $690K
Fca Corp. 0.19% Add +4.6% 1,445 $689K
Orser Capital Management, LLC 0.36% New 1,444 $689K
Wendell David Associates Inc. 0.07% No change 1,443 $689K
Sanchez Wealth Management Group 0.15% Add +0.4% 1,444 $689K
Next Level Private LLC 0.20% Add +5.3% 1,390 $689K
Liberty Wealth Management LLC 0.10% Add +1.6% 1,442 $688K
Channel Wealth LLC 0.18% No change 1,441 $688K
Kaizen Financial Strategies 0.31% Add +0.9% 1,202 $685K
CarsonAllaria Wealth Management, Ltd. 0.36% Add +0.1% 1,435 $685K
Empirical Asset Management, LLC 0.19% Add +79.8% 2,670 $684K
Regal Investment Advisors LLC 0.04% Reduce -14.3% 1,432 $683K
Watts Gwilliam & Co., LLC 0.11% No change 1,429 $682K
Global X Japan Co., Ltd. 0.06% Reduce -28.4% 1,429 $682K
Planning Alternatives Ltd. 0.09% Add +3.9% 1,427 $681K
Blankinship & Foster, LLC 0.15% Add +1.1% 1,426 $680K
STAR Financial Bank 0.40% Add +29.4% 1,422 $679K
West Paces Advisors Inc. 0.13% Reduce -3.4% 1,417 $676K
BankPlus Wealth Management LLC 0.40% Add +1.1% 1,409 $673K
Palogic Value Management, L.P. 0.29% Add +0.1% 1,408 $672K
Grant Private Wealth Management Inc 0.41% Add +68.5% 1,405 $670K
QVR LLC 0.81% Add +90.7% 1,400 $668K
Ironwood Investment Management LLC 0.29% No change 1,400 $668K
Acima Private Wealth, LLC 0.21% Reduce -5.0% 1,400 $668K
McCollum Christoferson Group LLC 0.19% New 1,400 $668K
First National Corp. /Ma/ 0.13% Reduce -0.4% 1,388 $668K
Clark Asset Management, LLC 0.08% New 1,398 $667K
Comprehensive Financial Consultants Institutional, Inc. 0.21% Reduce -6.6% 1,397 $667K
Silver Coast Investments LLC 0.23% Reduce -5.0% 1,394 $665K
Grant Street Asset Management, Inc. 0.14% No change 1,394 $665K
apricus wealth, LLC 0.36% Add +0.4% 1,394 $665K
JB Capital LLC 0.03% Add +0.6% 1,388 $662K
WJ Financial Advisors LLC 0.64% — 1,387 $662K
Mengis Capital Management, Inc. 0.13% Add +0.1% 1,386 $661K
Ellevest, Inc. 0.09% New 1,385 $661K
Avity Investment Management Inc. 0.05% Reduce -1.1% 1,385 $661K
MRA Advisory Group 0.29% No change 1,383 $660K
Carrera Capital Advisors 0.12% Add +0.8% 1,382 $660K
Hollencrest Capital Management 0.02% Add +4.7% 1,380 $659K
Optas, LLC 0.11% Add +17.6% 1,380 $658K
Traveka Wealth, LLC 0.29% Add +1.2% 1,379 $658K
Capital Advisors Wealth Management, LLC 0.09% Add +0.3% 1,377 $657K
Masso Torrence Wealth Management Inc. 0.27% New 1,375 $656K
RMR Wealth Builders 0.05% Add +6.3% 1,373 $655K
Basepoint Wealth LLC 0.46% Add +1.0% 1,372 $655K
Victory Financial Group, LLC 0.09% Reduce -12.2% 1,371 $654K
Charter Oak Capital Management, LLC 0.05% Reduce -13.3% 1,370 $654K
Tumwater Wealth Management, LLC 0.29% Add +0.1% 1,369 $653K
Elser Financial Planning, Inc 0.79% Add +3.0% 1,330 $652K
Planning Center, Inc. 0.07% No change 1,367 $652K
44 Wealth Management LLC 0.22% Reduce -77.2% 1,366 $652K
Orrstown Financial Services Inc. 0.11% Reduce -15.5% 1,361 $649K
Millington Financial Advisors, LLC 0.31% Add +0.8% 1,284 $648K
Sendero Wealth Management, LLC 0.08% No change 1,357 $647K
Coyle Financial Counsel LLC 0.15% Add +0.7% 1,356 $647K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Reduce -23.1% 1,389 $647K
CYBER HORNET ETFs LLC 0.42% Add +4.0% 1,354 $646K
First Pacific Financial 0.09% Add +0.4% 1,354 $646K
Foster Group, Inc. 0.02% Add +18.4% 1,352 $645K
Thomas Story & Son LLC 0.24% No change 1,350 $644K
Versant Capital Management, Inc 0.09% Add +25.7% 1,349 $644K
Baron Wealth Management LLC 0.21% Add +3.8% 1,346 $642K
Lazari Capital Management, Inc. 0.22% Reduce -9.1% 1,343 $641K
Fi3 FINANCIAL ADVISORS, LLC 0.22% Add +0.1% 1,342 $640K
VeraBank, N.A. 0.12% No change 1,336 $637K
Acorns Advisers, LLC 0.01% Add +11.6% 1,334 $637K
Accel Wealth Management 0.18% Add +0.1% 1,333 $636K
McMill Wealth Management 0.18% No change 1,331 $635K
Wealth Management Associates, Inc. 0.22% Reduce -1.2% 1,324 $632K
Clarion Wealth Managment Partners, LLC 0.62% Add +3.4% 1,322 $631K
Finivi Inc. 0.40% Add +1.5% 1,321 $630K
National Wealth Management Group, LLC 0.24% New 1,321 $630K
CacheTech Inc. 0.13% Add +50.7% 1,320 $630K
Towne Trust Company, N.A 0.20% No change 1,317 $628K
Alpine Bank Wealth Management 0.09% Add +0.1% 1,316 $628K
Mindset Wealth Management, LLC 0.17% Add +9.1% 1,314 $627K
Petix & Botte Co 0.14% No change 1,312 $626K
Archer Investment Corp 0.14% Reduce -43.6% 1,305 $623K
MCF Advisors LLC 0.04% Add +1.2% 1,303 $622K
Hardin Capital Partners, LLC 0.33% Reduce -7.1% 1,302 $621K
ICICI Prudential Asset Management Co Ltd 0.07% No change 1,300 $620K
Sunflower Bank, N.A. 0.15% Add +2.4% 1,299 $620K
Davidson Investment Advisors 0.03% No change 1,299 $620K
S.A. Mason LLC 0.27% Add +4.0% 1,294 $618K
Trustco Bank Corp. N Y 0.55% Reduce -2.3% 1,288 $615K
Westshore Wealth, LLC 0.21% Reduce -2.1% 1,288 $614K
Rise Advisors, LLC 0.22% Add +0.6% 1,288 $614K
Migdal Insurance & Financial Holdings Ltd. 0.01% Add +2.2% 1,284 $613K
Bangor Savings Bank 0.05% No change 1,282 $612K
David J Yvars Group 0.33% No change 1,278 $610K
Reyes Financial Architecture, Inc. 0.41% Reduce -17.7% 1,278 $610K
Forbes J M & Co. LLP 0.05% No change 1,277 $609K
FSA Advisors, Inc. 0.48% Reduce -0.7% 1,271 $607K
VestGen Investment Management 0.36% Add +17.0% 1,271 $606K
Alpha Family Trust 0.28% No change 1,270 $606K
Meridian Financial Partners LLC 0.25% Add +0.8% 1,204 $605K
Neo Ivy Capital Management 0.15% New 1,266 $604K
Sandy Cove Advisors, LLC 0.19% Add +2.6% 1,264 $603K
Davidson Trust Co. 0.25% No change 1,262 $602K
ICW Investment Advisors LLC 0.22% Add +0.1% 1,260 $601K
Northwest Bancshares, Inc. 0.10% No change 1,260 $601K
Vestmark Advisory Solutions, Inc. 0.01% New 1,260 $601K
Bridgewealth Advisory Group, LLC 0.14% Add +0.2% 1,259 $601K
Sentry Investment Management LLC 0.40% Reduce -21.3% 1,195 $600K
Vista Investment Partners LLC 0.17% Add +1.4% 1,256 $600K
First Nebraska Trust Co 0.05% Add +4.2% 1,256 $599K
Advus Financial Partners, LLC 0.14% Reduce -2.0% 1,256 $599K
Destination Wealth Management 0.02% Reduce -1.0% 1,254 $598K
Martingale Asset Management L P 0.02% Reduce -59.5% 1,254 $598K
Braun-Bostich & Associates Inc. 0.38% Reduce -5.4% 1,254 $598K
Townsend Asset Management Corp. /NC/ 0.21% Reduce -25.7% 1,250 $596K
Evanson Asset Management, LLC 0.03% No change 1,250 $596K
Intellus Advisors LLC 0.08% Reduce -5.4% 1,249 $596K
LFA - Lugano Financial Advisors SA 0.31% No change 1,250 $595K
Greenline Partners, LLC 0.07% No change 1,242 $593K
Buckhead Capital Management LLC 0.22% New 1,240 $592K
Convergence Financial, LLC 0.09% Reduce -5.6% 1,239 $591K
Monarch Capital Management Inc. 0.14% No change 1,237 $590K
Warwick Investment Management, Inc. 0.10% Add +7.0% 1,235 $589K
Smith Shellnut Wilson LLC 0.23% Add +1.5% 1,234 $589K
Graves Light Lenhart Wealth, Inc. 0.07% No change 1,233 $589K
Asset Planning,Inc 0.43% Add +0.2% 1,233 $588K
WestHill Financial Advisors, Inc. 0.12% No change 1,232 $588K
Joule Financial, LLC 0.18% Add +18.6% 1,230 $587K
J. Team Financial, Inc. 0.59% — 1,225 $584K
Curbstone Financial Management Corp 0.11% Reduce -6.9% 1,222 $583K
Schulhoff & Co. Inc. 0.25% Reduce -6.4% 1,221 $583K
American Money Management, LLC 0.10% Add +4.0% 1,220 $582K
CHICAGO TRUST Co NA 0.08% Reduce -26.4% 1,219 $582K
TBH Global Asset Management, LLC 0.11% Reduce -3.6% 1,216 $580K
JT Stratford LLC 0.08% Reduce -8.6% 1,213 $579K
Gilman Hill Asset Management, LLC 0.09% Add +0.9% 1,210 $577K
Monte Financial Group, LLC 0.21% No change 1,208 $577K
Philip James Wealth Mangement, LLC 0.07% Reduce -2.7% 1,207 $576K
CJM Wealth Advisers, Ltd. 0.18% Add +0.1% 1,203 $574K
Merrion Investment Management Co, LLC 0.33% Add +20.0% 1,200 $573K
China Universal Asset Management Co., Ltd. 0.05% New 1,200 $573K
Mogy Joel R Investment Counsel Inc. 0.03% No change 1,200 $573K
Cary Street Partners Investment Advisory LLC 0.24% Add +18.8% 1,199 $572K
Integrated Investment Consultants, LLC 0.10% No change 1,199 $572K
Northstar Financial Companies, Inc. 0.53% Add +0.2% 1,198 $571K
Ransom Advisory, Ltd 0.26% Reduce -4.0% 1,195 $570K
Core Alternative Capital 0.17% Reduce -3.2% 1,195 $570K
Silver Grove Financial Group, Inc. 0.54% — 1,194 $570K
FSB Premier Wealth Management, Inc. 0.19% Add +0.1% 1,194 $570K
Centric Wealth Management 0.13% Add +3.1% 987 $570K
Waters Parkerson & Co., LLC 0.03% Reduce -4.4% 1,193 $569K
Fortress Private Ledger, LLC 0.21% Add +2.2% 1,193 $569K
Fingerlakes Wealth Management, Inc. 0.37% Add +0.4% 1,193 $569K
Brogan Financial, Inc. 0.24% Add +2.9% 1,191 $568K
Longview Financial Advisors LLC 0.33% No change 1,190 $568K
Birchcreek Wealth Management, LLC 0.29% Reduce -9.5% 1,189 $567K
Boston Trust Walden Corp 0.00% No change 1,189 $567K
Armstrong, Fleming & Moore, Inc 0.27% No change 1,184 $565K
Trust Co of Kansas 0.27% No change 1,185 $565K
Crews Bank & Trust 0.08% Add +0.7% 1,184 $565K
Tennessee Valley Asset Management Partners 0.08% New 1,182 $564K
Archford Capital Strategies, LLC 0.07% Add +1.0% 1,182 $564K
Meredith Wealth Planning 0.18% No change 1,180 $563K
Fairfield, Bush & Co. 0.29% Reduce -1.7% 1,180 $563K
Centiva Capital, LP 0.05% New 1,180 $563K
Keb Asset Management, LLC 0.13% No change 1,179 $563K
BlueStem Wealth Partners, LLC 0.06% Add +3.1% 1,177 $562K
Garden State Investment Advisory Services LLC 0.14% Reduce -8.8% 1,174 $561K
Miller Financial Services LLC 0.65% Reduce -2.9% 1,174 $560K
Five Oceans Advisors 0.21% Reduce -2.3% 1,173 $560K
Eagle Wealth Strategies LLC 0.28% Add +0.3% 1,170 $558K
Meadowbrook Wealth Management, LLC 0.58% — 1,170 $558K
Aua Capital Management, LLC 0.31% No change 1,170 $558K
Strategic Wealth Partners, Ltd. 0.04% Add +4.3% 1,169 $558K
Sonoma Allocations LLC 0.20% — 1,030 $557K
Coastwise Capital Group, LLC 0.39% Add +1.8% 1,168 $557K
Enterprise Financial Services Corp 0.29% Reduce -14.2% 1,163 $555K
Baker Tilly Wealth Management, LLC 0.12% Reduce -16.2% 1,159 $553K
United Community Bank 0.17% Add +25.2% 1,156 $552K
Legacy Financial Group LLC 0.07% Add +0.1% 1,155 $551K
Vestia Personal Wealth Advisors 0.29% Add +14.8% 1,155 $551K
American State Bank (Iowa) 0.28% Add +0.9% 1,154 $551K
Pettyjohn, Wood & White, Inc. 0.09% Add +8.3% 1,153 $550K
Family Capital Management, Inc. 0.26% Add +14.3% 1,152 $550K
NTV Asset Management LLC 0.06% Add +8.6% 1,151 $549K
NorthStar Asset Management LLC 0.26% No change 1,151 $549K
Koss-Olinger Consulting, LLC 0.05% Reduce -3.8% 1,413 $549K
Alan B Lancz & Associates, Inc. 0.50% No change 1,150 $549K
Foster Victor Wealth Advisors, LLC 0.03% Add +26.6% 1,101 $548K
Rakuten Investment Management, Inc. 0.00% — 12,109 $548K
Financial Perspectives, Inc 0.15% Add +9.5% 1,148 $548K
Sunbeam Capital Management, LLC 0.34% No change 1,146 $547K
Seven Mile Advisory 0.09% Add +120.0% 1,144 $546K
Kornitzer Capital Management Inc. 0.01% Reduce -7.0% 1,142 $545K
Morey & Quinn Wealth Partners, LLC 0.40% Reduce -2.1% 1,141 $544K
Itau Unibanco Holding S.A. 0.02% Add +276.6% 1,141 $544K
Vista Investment Partners Ii, LLC 0.25% Reduce -2.6% 1,139 $543K
Quadcap Wealth Management, LLC 0.06% Add +0.2% 1,136 $542K
Citizens & Northern Corp. 0.13% Add +18.8% 1,130 $539K
Bay Capital Advisors, LLC 0.35% No change 1,128 $538K
Regatta Capital Group, LLC 0.09% Reduce -6.8% 1,128 $538K
Severin Investments, LLC 0.48% Add +25.6% 1,128 $538K
Chico Wealth RIA 0.37% Add +21.7% 1,127 $538K
Gradient Capital Advisors, LLC 0.14% Reduce -0.7% 1,125 $537K
Rational Advisors, Inc. 0.06% Reduce -49.8% 1,122 $535K
WealthShield Partners, LLC 0.06% Add +1.6% 1,122 $535K
Adamsbrown Wealth Consultants LLC 0.15% Add +4.9% 1,121 $535K
Annex Advisory Services, LLC 0.01% Reduce -1.8% 1,121 $535K
Maxele Advisors, LLC 0.46% Reduce -1.2% 1,120 $535K
Compass Financial Group, INC 0.08% Reduce -1.8% 1,120 $535K
Spring Capital Management, LLC 0.26% No change 1,120 $534K
GeoWealth Management, LLC 0.02% Add +18.8% 1,119 $534K
Laurel Wealth Advisors LLC 0.07% No change 1,117 $533K
Fiduciary Financial Group, LLC 0.08% Reduce -41.8% 1,114 $532K
CoreFirst Bank & Trust 0.29% Reduce -1.8% 1,111 $530K
Keeler Thomas Management LLC 0.24% Reduce -4.6% 1,111 $530K
MJP Associates Inc. 0.07% Add +14.2% 1,109 $529K
Firestone Capital Management 0.11% Reduce -21.3% 1,107 $528K
Full Sail Capital, LLC 0.03% Add +0.6% 1,106 $528K
Hengehold Capital Management LLC 0.04% Add +1.0% 1,103 $526K
B.O.S.S. Retirement Advisors, LLC 0.13% Reduce -18.3% 1,101 $525K
SkyOak Wealth, LLC 0.10% No change 1,101 $525K
Royal Capital Wealth Management, LLC 0.32% No change 1,100 $525K
Okabena Investment Services Inc. 0.10% Add +0.5% 1,100 $525K
Cantor Fitzgerald Investment Advisors L.P. 0.04% No change 1,100 $525K
Intrua Financial, LLC 0.06% Reduce -13.2% 1,096 $523K
49 Wealth Management, LLC 0.05% Add +2.7% 1,095 $523K
360 Financial, Inc. 0.17% Add +15.9% 1,095 $522K
Baker Boyer National Bank 0.17% Add +9.1% 1,092 $521K
Ade, LLC 0.26% New 1,090 $520K
Tower Wealth Partners, Inc. 0.29% Reduce -9.4% 1,090 $520K
Financial Advisors, LLC 0.09% No change 1,090 $520K
City National Bank of Florida 0.34% Reduce -2.4% 1,084 $517K
Phillips Wealth Planners LLC 0.43% Add +1.6% 1,044 $517K
Fragasso Financial Advisors Inc 0.03% Add +4.8% 1,036 $516K
Lodestar Private Asset Management LLC 0.05% Add +28.1% 1,079 $515K
Chesley Taft & Associates LLC 0.02% Reduce -0.9% 1,077 $514K
Silvant Capital Management LLC 0.02% No change 1,076 $513K
Greenwood Capital Associates LLC 0.06% No change 1,074 $512K
DeDora Capital, Inc. 0.12% No change 1,072 $511K
Aspire Growth Partners LLC 0.37% Reduce -0.3% 1,072 $511K
Wealth Dimensions Group, Ltd. 0.10% Reduce -0.8% 1,071 $511K
Ramsay, Stattman, Vela & Price, Inc. 0.09% Reduce -17.7% 1,070 $511K
Consilium Wealth Advisory, LLC 0.20% Reduce -1.2% 1,068 $510K
Magnolia Capital Advisors LLC 0.13% Add +12.4% 1,067 $509K
Canvas Wealth Advisors, LLC 0.09% Reduce -3.0% 1,020 $508K
Security National Bank of Sioux City Iowa 0.33% No change 1,064 $508K
Eaton Financial Holdings Company, LLC 0.14% Reduce -1.0% 1,063 $507K
Formidable Asset Management, LLC 0.08% Reduce -2.3% 1,302 $506K
Onyx Financial Advisors, LLC 0.22% Add +0.4% 1,059 $505K
Warther Private Wealth, LLC 0.12% Reduce -16.5% 1,057 $504K
Crowley Wealth Management, Inc. 0.40% No change 1,057 $504K
Miller Wealth Advisors, LLC 0.20% No change 1,056 $504K
First Hawaiian Bank 0.06% Add +1.1% 1,056 $504K
Balboa Wealth Partners 0.09% Reduce -2.8% 1,055 $503K
Antonelli Financial Advisors, LLC 0.34% No change 1,053 $503K
Commonwealth Financial Services, LLC 0.09% Add +7.0% 1,053 $503K
Clarity Wealth Advisors, LLC 0.11% Reduce -2.4% 1,052 $502K
AdvisorShares Investments LLC 0.08% New 1,050 $501K
Rockline Wealth Management, LLC 0.10% No change 1,049 $501K
LJI Wealth Management, LLC 0.09% Reduce -6.8% 1,049 $501K
Verum Partners LLC 0.11% Reduce -1.0% 1,048 $500K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.17% No change 1,048 $500K
Leigh Baldwin & Co., LLC 0.28% Add +4.0% 1,045 $499K
Lynx Investment Advisory 0.30% Add +1.0% 1,044 $498K
Register Financial Advisors LLC 0.20% Add +0.4% 1,042 $497K
Elgethun Capital Management 0.09% No change 1,038 $496K
Touchstone Capital, Inc. 0.25% — 1,038 $495K
Syntegra Private Wealth Group, LLC 0.05% Add +2.4% 1,037 $495K
Angeles Wealth Management, LLC 0.03% Add +2.5% 1,034 $493K
Central Valley Advisors, LLC 0.15% Add +5.6% 1,032 $492K
Moss Adams Wealth Advisors LLC 0.04% Add +12.8% 1,029 $491K
D'Orazio & Associates, Inc. 0.06% Add +1.7% 1,029 $491K
Smallwood Wealth Investment Management, LLC 0.25% No change 1,028 $491K
North Berkeley Wealth Management, LLC 0.39% No change 1,028 $491K
N.E.W. Advisory Services LLC 0.04% No change 1,027 $490K
Private Wealth Partners, LLC 0.04% No change 1,027 $490K
Mowery & Schoenfeld Wealth Management, LLC 0.84% Reduce -12.5% 1,025 $489K
Credit Industriel Et Commercial 0.11% Reduce -70.4% 1,025 $489K
Haven Private, LLC 0.22% Reduce -20.9% 1,024 $489K
Bender Robert & Associates 0.11% No change 1,024 $489K
Legacy Financial Group, Inc. 0.13% Add +11.2% 1,024 $489K
Aventura Private Wealth, LLC 0.18% Add +6.9% 1,023 $488K
HORAN Wealth, LLC 0.08% No change 1,023 $488K
Good Steward Wealth Advisors,LLC 0.34% Add +0.4% 1,017 $485K
Ledgewood Wealth Advisors, LLC 0.29% No change 1,017 $485K
Arbor Investment Advisors, LLC 0.06% No change 1,017 $485K
Hutchinson Capital Management 0.08% No change 1,016 $485K
Global Assets Advisory, LLC 0.14% Reduce -1.9% 1,014 $484K
Alesco Advisors, LLC, An ESL Co 0.01% No change 1,014 $484K
Cookson Peirce & Co. Inc. 0.02% Add +0.3% 1,012 $483K
TCFG Wealth Management, LLC 0.19% Reduce -12.6% 1,011 $482K
Wealthspire Retirement, LLC 0.03% Reduce -1.2% 1,010 $482K
West Wealth Group, LLC 0.11% Add +9.2% 902 $482K
First Financial Corp. 0.19% Reduce -22.9% 1,008 $481K
Financial Advisors Network, Inc. 0.07% No change 1,006 $480K
Dover Advisors, LLC 0.19% Reduce -0.7% 1,005 $479K
Master's Wealth Management Inc. 0.21% Add +7.0% 1,004 $479K
CWS Financial Advisors, LLC 0.13% No change 1,004 $479K
Stonebrook Private Inc. 0.10% Add +0.3% 1,001 $478K
Alpha Wealth Funds, LLC 0.39% New 1,000 $477K
Prodigy Asset Management LLC 0.22% No change 1,000 $477K
WMG Financial Advisors, LLC 0.16% Add +4.7% 1,000 $477K
First Western Trust Bank 0.02% Reduce -11.3% 1,000 $477K
Sivia Capital Partners, LLC 0.13% Add +5.4% 998 $476K
QTR Family Wealth, LLC 0.23% Add +17.4% 997 $476K
AXA S.A. 0.24% Reduce -99.4% 993 $474K
Catalina Capital Group, LLC 0.29% No change 990 $472K
Dale Q Rice Investment Management Ltd 0.33% No change 944 $472K
Nautilus Advisors LLC 0.32% No change 988 $471K
SYM FINANCIAL Corp 0.05% Reduce -7.3% 985 $470K
Home Federal Bank of Tennessee 0.13% No change 984 $470K
Arcus Capital Partners, LLC 0.21% Reduce -0.6% 984 $469K
Wall Street Financial Group, Inc. 0.34% Add +12.6% 983 $469K
SPC Financial, Inc. 0.04% Reduce -2.9% 982 $469K
Laffer Tengler Investments, Inc. 0.09% Reduce -36.8% 981 $468K
Wealth Management Nebraska 0.06% Reduce -0.4% 980 $468K
Apexium Financial, LP 0.02% Add +1.2% 979 $467K
Crestmont Private Wealth LLC 0.15% Add +8.2% 979 $467K
Kelly Lawrence W & Associates Inc. 0.12% No change 979 $467K
Plante Moran Financial Advisors, LLC 0.03% No change 977 $466K
RW Investment Management LLC 0.05% Add +0.1% 977 $466K
Ring Mountain Capital, LLC 0.26% Reduce -2.3% 977 $466K
Old North State Trust, LLC 0.28% Add +1.7% 971 $463K
Manchester Capital Management LLC 0.06% Reduce -2.3% 965 $460K
Keebeck Wealth Management 0.05% Add +8.4% 964 $460K
ORG Partners LLC 0.09% Add +57.2% 962 $459K
Holistic Financial Partners 0.19% Add +11.5% 960 $458K
Stanley-Laman Group, Ltd. 0.07% New 960 $458K
Virtue Capital Management, LLC 0.07% Add +53.5% 2,210 $457K
Rockingstone Advisors LLC 0.23% Reduce -28.4% 956 $456K
Crown Wealth Group, LLC 0.14% Add +13.4% 954 $455K
Legacy Advisors, LLC 0.06% — 953 $455K
First Community Trust NA 0.35% Reduce -9.4% 951 $454K
Washington Trust Bank 0.03% Reduce -2.3% 951 $454K
Abbot Financial Management, Inc. 0.19% No change 950 $453K
Almanack Investment Partners, LLC. 0.07% Reduce -83.4% 947 $452K
Chase Investment Counsel Corp. 0.13% Add +16.3% 947 $451K
Hennion & Walsh Asset Management, Inc. 0.02% Add +15.9% 941 $449K
Planned Solutions, Inc. 0.16% Add +46.0% 940 $449K
Legacy Edge Advisors, LLC 0.05% Add +17.6% 937 $447K
Concorde Asset Management, LLC 0.19% — 917 $447K
Bouchey Financial Group, Ltd. 0.03% No change 936 $447K
Southland Equity Partners LLC 0.09% Add +0.8% 936 $447K
First United Bank & Trust 0.14% No change 935 $446K
Wedgewood Investors Inc. 0.49% No change 933 $445K
Jag Capital Management, LLC 0.05% Reduce -13.7% 931 $444K
Westside Investment Management, Inc. 0.07% Add +18.4% 926 $444K
American Institute for Advanced Investment Management, LLP 0.29% No change 930 $444K
Ballew Advisors, Inc 0.25% Reduce -1.1% 840 $443K
Ellsworth Advisors, LLC 0.09% Reduce -93.4% 828 $442K
Great Diamond Partners, LLC 0.09% Reduce -0.4% 926 $442K
Strategic Financial Concepts, LLC 0.06% Add +1.9% 926 $442K
Mullaney, Keating & Wright, Inc. 0.24% Add +2.8% 925 $441K
Manchester Financial Inc. 0.09% No change 924 $441K
Anchor Capital Advisors LLC 0.01% No change 922 $440K
Central Pacific Bank - Trust Division 0.06% Reduce -15.0% 921 $439K
Centerpoint Advisory Group 0.34% Reduce -5.2% 920 $439K
Second Line Capital, LLC 0.09% Add +67.0% 920 $439K
WNY Asset Management, LLC 0.04% Reduce -9.8% 920 $439K
Aster Capital Management (DIFC) Ltd 0.22% Reduce -93.0% 918 $438K
Calydon Capital 0.07% Reduce -56.7% 918 $438K
Chemistry Wealth Management LLC 0.08% Add +2.9% 917 $438K
James J. Burns & Company, LLC 0.07% Reduce -1.9% 917 $437K
Winslow Asset Management Inc. 0.08% Add +1.1% 915 $437K
Van Cleef Asset Management,Inc 0.04% No change 915 $437K
Verus Financial Partners, Inc. 0.04% No change 914 $436K
Laraway Financial Advisors Inc 0.30% Add +12.3% 913 $436K
Black Diamond Financial, LLC 0.05% Add +28.1% 911 $435K
Waterford Advisors, LLC 0.15% Reduce -89.0% 911 $435K
Heritage Financial Services, LLC 0.04% Add +0.2% 911 $435K
Novare Capital Management LLC 0.03% No change 910 $434K
Signature Resources Capital Management, LLC 0.24% Reduce -0.3% 909 $434K
O'ROURKE & COMPANY, Inc 0.18% Reduce -4.2% 906 $432K
Moloney Securities Asset Management, LLC 0.05% Reduce -9.2% 906 $432K
Avantra Family Wealth, Inc. 0.32% No change 905 $432K
Red Mountain Financial, LLC 0.44% Reduce -1.2% 905 $432K
Key Client Fiduciary Advisors, LLC 0.15% Reduce -0.9% 904 $431K
Paragon Private Wealth Management, LLC 0.14% Add +22.0% 903 $431K
Barlow Wealth Partners, LLC 0.05% No change 836 $430K
1834 Investment Advisors Co. 0.05% No change 900 $429K
Cohen & Steers, Inc. 0.00% No change 900 $429K
Friday Financial 0.18% Reduce -31.1% 898 $428K
Griffith & Werner, Inc. 0.22% — 750 $428K
Smith Thornton Advisors LLC 0.22% No change 896 $428K
Banyan Capital Management, Inc. 0.19% New 895 $427K
MRP Capital Investments, LLC 0.37% No change 1,100 $427K
Alerus Financial NA 0.02% Add +36.3% 894 $427K
Aldebaran Financial Inc. 0.43% Add +36.1% 893 $426K
D.B. Root & Company, LLC 0.11% Add +7.5% 893 $426K
Old Second National Bank of Aurora 0.09% No change 893 $426K
Pure Portfolios Holdings LLC 0.13% Add +28.9% 891 $425K
Costello Asset Management, INC 0.14% No change 890 $425K
Pekin Hardy Strauss, Inc. 0.04% Add +0.3% 889 $424K
Castleview Partners, LLC 0.23% Add +6.6% 886 $423K
PCG Asset Management, LLC 0.34% Reduce -9.7% 885 $422K
Hutchens & Kramer Investment Management Group, LLC 0.17% Reduce -3.7% 884 $422K
Baron Silver Stevens Financial Advisors, LLC 0.06% Add +4.1% 881 $420K
Investment Research Partners LLC 0.19% — 716 $419K
Wallace Advisory Group, LLC 0.34% Reduce -13.1% 1,079 $419K
Partners Wealth Management, LLC 0.41% Reduce -9.6% 877 $418K
Abacus Wealth Partners, LLC 0.06% Reduce -49.3% 877 $418K
Fortitude Advisory Group L.L.C. 0.22% Add +24.6% 876 $418K
Chiron Capital Management, LLC 0.36% Reduce -10.3% 876 $418K
Adams Wealth Management 0.09% No change 876 $418K
BIP Wealth, LLC 0.02% Add +34.4% 875 $417K
JSF Financial, LLC 0.09% Reduce -0.9% 872 $416K
Wescott Financial Advisory Group, LLC 0.04% Add +1.6% 870 $415K
Burling Wealth Partners, LLC 0.07% No change 870 $415K
Eagle Capital Management, LLC 0.16% Reduce -7.3% 870 $415K
Cullen Capital Management, LLC 0.00% No change 869 $415K
waypoint wealth counsel 0.16% Add +1.9% 868 $414K
Crane Advisory, LLC 0.07% Reduce -6.8% 826 $413K
Spartan Planning & Wealth Management 0.32% Reduce -2.9% 866 $413K
Holland Advisory Services, Inc. 0.57% No change 864 $412K
Medallion Wealth Advisors, LLC 0.15% Reduce -0.1% 865 $412K
Madison Wealth Partners, Inc 0.08% No change 863 $412K
Financial Council, LLC 0.18% Add +1.5% 863 $412K
Caitlin John, LLC 0.28% Reduce -1.7% 858 $409K
Omnia Family Wealth, LLC 0.13% Add +0.9% 858 $409K
Peterson Wealth Advisors, LLC 0.06% Reduce -1.1% 840 $409K
Personal Cfo Solutions, LLC 0.07% Add +0.5% 856 $409K
OneAscent Investment Solutions LLC 0.43% Add +7.9% 856 $408K
Spectrum Planning & Advisory Services Inc. 0.23% Reduce -22.6% 856 $408K
BXM Wealth LLC 0.39% Reduce -2.3% 854 $407K
Eclectic Associates Inc. 0.07% Reduce -3.0% 852 $406K
Milestones Private Investment Advisors LLC 0.28% No change 850 $406K
May Hill Capital, LLC 0.12% Add +5.1% 850 $406K
Wedge Capital Management L L P 0.01% Reduce -2.8% 849 $405K
Tortoise Investment Management, LLC 0.04% Add +0.9% 847 $404K
M.E. Allison & Co., Inc. 0.28% Add +0.1% 846 $403K
M1 Capital Management LLC 0.17% Reduce -29.7% 844 $403K
Salomon & Ludwin, LLC 0.04% Add +31.1% 809 $403K
CAP Partners, LLC 0.23% Add +0.2% 841 $401K
Atlas Legacy Advisors, LLC 0.08% Add +43.5% 841 $401K
Stonebridge Financial Planning Group, LLC 0.15% Add +8.8% 841 $401K
South Street Advisors LLC 0.05% No change 840 $401K
Northwest Financial Advisors 0.51% No change 840 $401K
Beacon Financial Group 0.04% Add +0.5% 839 $401K
WealthBridge Capital Management, LLC 0.09% No change 839 $400K
Jacobsen Capital Management 0.14% Add +0.7% 837 $399K
McLean Asset Management Corp 0.08% Add +2.0% 803 $398K
Axim Planning & Wealth 0.32% Add +4.0% 832 $397K
Walkner Condon Financial Advisors LLC 0.06% Add +2.0% 831 $397K
Clientfirst Wealth Management, LLC 0.32% No change 827 $395K
Physician Wealth Advisors, Inc. 0.06% Add +12.7% 826 $394K
Mayfair Advisory Group, LLC 0.17% No change 825 $394K
Phillips Financial Management, LLC 0.03% Add +48.2% 824 $393K
AssuredPartners Investment Advisors, LLC 0.09% Add +17.4% 823 $393K
Tandem Wealth Advisors LLC 0.19% Reduce -25.6% 822 $392K
Manske Wealth Management 0.12% Add +0.6% 822 $392K
a16z Perennial Management, L.P. 0.03% New 822 $392K
Narus Financial Partners, LLC 0.11% Add +8.6% 821 $392K
Alpine Woods Capital Investors, LLC 0.09% No change 821 $392K
Stillwater Wealth Management Group 0.27% — 820 $391K
MBA Advisors LLC 0.17% Add +5.8% 817 $390K
Bright Financial Advisors, Inc. 0.19% No change 815 $389K
Freedom Financial Partners LLC 0.15% No change 813 $388K
American Capital Advisory, LLC 0.18% Add +5700.0% 812 $388K
Quarry LP 0.10% New 812 $387K
TrueWealth Advisors, LLC 0.10% Add +9.3% 812 $387K
Cyr Financial Inc. 0.26% Add +2.5% 811 $387K
Vigilare Wealth Management 0.13% Reduce -19.8% 811 $387K
Arista Wealth Management, LLC 0.05% Reduce -4.7% 811 $387K
Ewa, LLC 0.11% Add +11.7% 811 $387K
Beaird Harris Wealth Management, LLC 0.03% Add +14.6% 810 $386K
DecisionMap Wealth Management, LLC 0.25% Add +1.9% 810 $386K
Jupiter Wealth Management LLC 0.18% No change 808 $386K
One Charles Private Wealth Services, LLC 0.10% Add +1.1% 807 $385K
Encompass Wealth Advisors, LLC 0.13% Reduce -2.4% 805 $384K
Cannon Wealth Management Services, LLC 0.29% Add +0.3% 804 $384K
Ellenbecker Investment Group 0.06% Add +1.5% 803 $383K
SOA Wealth Advisors, LLC. 0.06% Add +7.4% 800 $382K
Embree Financial Group 0.05% Reduce -2.5% 797 $380K
Syverson Strege & Co 0.09% Reduce -5.1% 796 $380K
Seamount Financial Group Inc. 0.18% Reduce -17.3% 796 $380K
Aspen Grove Capital, LLC 0.06% Reduce -45.3% 795 $379K
MinichMacGregor Wealth Management, LLC 0.07% Reduce -10.9% 793 $379K
Up Strategic Wealth Investment Advisors LLC 0.28% No change 708 $378K
Meritage Portfolio Management 0.03% Add +37.0% 792 $378K
True Wealth Design, LLC 0.12% Reduce -1.7% 789 $377K
Disciplined Investments, LLC 0.15% Add +0.4% 786 $375K
Pettee Investors, Inc. 0.21% No change 783 $374K
Conscious Wealth Investments, LLC 0.22% No change 647 $373K
Rebalance, LLC 0.02% No change 781 $373K
REAP Financial Group, LLC 0.08% Add +8.6% 781 $372K
Community Trust & Investment Co. 0.02% Reduce -16.8% 780 $372K
Trilogy Capital Inc. 0.02% Add +1.8% 776 $370K
Octavia Wealth Advisors, LLC 0.04% Add +33.4% 775 $370K
Richmond Investment Services, LLC 0.07% Reduce -28.9% 774 $369K
Proficio Capital Partners LLC 0.03% Reduce -65.6% 774 $369K
Vision Capital Management, Inc. 0.05% Reduce -20.3% 773 $369K
Townsend & Associates, Inc 0.04% New 700 $369K
Triad Wealth Partners, LLC 0.05% Add +43.4% 773 $369K
MPS Loria Financial Planners, LLC 0.10% Add +0.4% 771 $368K
Second Half Financial Partners, LLC 0.16% Reduce -5.2% 771 $368K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.06% No change 770 $367K
Argus Investors' Counsel, Inc. 0.29% Reduce -55.9% 770 $367K
Q3 Asset Management 0.13% New 762 $367K
GW Henssler & Associates Ltd. 0.02% Reduce -11.5% 767 $366K
Parisi Gray Wealth Management 0.10% Reduce -1.4% 767 $366K
Maple Capital Management, Inc. 0.02% Add +3.0% 765 $365K
Atala Financial Inc 0.23% No change 765 $365K
MBE Wealth Management, LLC 0.16% Reduce -1.4% 764 $365K
Roberts Glore & Co. Inc. 0.10% Add +7.0% 764 $365K
Intrepid Capital Management Inc. 0.18% No change 763 $364K
Cascade Financial Partners, LLC 0.04% No change 761 $363K
Texas Bank & Trust Co 0.14% Add +4.7% 760 $363K
DF Dent & Co. Inc. 0.00% Reduce -26.6% 760 $363K
Castle Rock Wealth Management, LLC 0.08% Add +0.5% 743 $362K
Fiduciary Wealth Partners, LLC 0.15% Add +5.1% 758 $362K
Fiscal Wisdom Wealth Management, LLC 0.34% — 703 $361K
Secure Asset Management, LLC 0.06% Add +0.3% 751 $361K
Arlington Trust Co LLC 0.06% Reduce -0.1% 756 $361K
Drum Hill Capital, LLC 0.40% No change 755 $360K
Rovin Capital /Ut/ 0.10% Add +22.3% 756 $360K
Destiny Wealth Partners, LLC 0.04% New 754 $360K
Private Management Group Inc. 0.01% No change 754 $360K
General Partner, Inc. 0.20% No change 752 $359K
Kondo Wealth Advisors, Inc. 0.14% Add +1.9% 752 $359K
New World Advisors LLC 0.07% Add +13.3% 752 $359K
Mount Vernon Associates Inc. 0.25% Reduce -21.1% 750 $358K
Pingora Partners LLC 0.24% No change 750 $358K
Wellington Shields Capital Management, LLC 0.05% No change 750 $358K
Elk River Wealth Management LLC 0.06% No change 750 $358K
Annis Gardner Whiting Capital Advisors, LLC 0.07% Reduce -10.9% 749 $358K
Hurlow Wealth Management Group, Inc. 0.09% No change 747 $356K
Hourglass Capital, LLC 0.08% No change 747 $356K
Sand Hill Global Advisors, LLC 0.01% Reduce -4.5% 744 $355K
Sterling Investment Counsel, LLC 0.11% Add +11.4% 743 $354K
Broadleaf Partners, LLC 0.07% No change 740 $353K
SMART Wealth LLC 0.13% Reduce -18.6% 739 $353K
Invst, LLC 0.04% Reduce -3.4% 739 $353K
Riverbend Wealth Management, LLC 0.25% Reduce -7.3% 739 $353K
Piedmont Capital Management, LLC 0.19% No change 732 $351K
Websterrogers Financial Advisors, LLC 0.10% No change 730 $348K
Traub Capital Management LLC 0.34% Reduce -3.3% 727 $347K
White Knight Strategic Wealth Advisors, LLC 0.27% Reduce -42.5% 723 $345K
Luts & Greenleigh Group, Inc. 0.31% Add +4.6% 721 $344K
Clarus Group, Inc. 0.12% Add +0.3% 718 $343K
Patton Fund Management, Inc. 0.06% No change 718 $343K
HF Advisory Group, LLC 0.13% Reduce -18.1% 718 $342K
Tolleson Wealth Management, Inc. 0.05% Add +18.7% 712 $340K
4WEALTH Advisors, Inc. 0.31% Reduce -48.8% 712 $340K
Causey Wealth LLC 0.17% No change 711 $339K
SIH Partners, LLLP 0.03% New 710 $339K
Enclave Advisors LLC 0.05% Add +7.4% 710 $339K
Lynch & Associates 0.07% No change 708 $338K
Oxford Financial Group, LTD. LLC 0.02% Add +0.1% 707 $337K
Geneva Partners, LLC 0.12% No change 707 $337K
Eubel Brady & Suttman Asset Management Inc. 0.04% Add +0.1% 707 $337K
Capstone Wealth Management Group LLC 0.21% Add +14.4% 706 $337K
Orion Capital Management LLC 0.12% No change 705 $336K
JARISLOWSKY, FRASER Ltd 0.00% No change 705 $336K
Penobscot Wealth Management 0.11% Reduce -7.1% 705 $336K
Schaper Benz & Wise Investment Counsel Inc. 0.03% Reduce -15.7% 704 $336K
Earned Wealth Advisors, LLC 0.06% New 704 $336K
SilverOak Wealth Management LLC 0.06% Reduce -5.4% 704 $336K
Capstone Investment Advisors, LLC 0.00% Reduce -99.4% 703 $335K
Capitol Family Office, Inc. 0.41% Add +0.1% 701 $334K
Core Wealth Partners LLC 0.15% No change 700 $334K
Gardner Russo & Quinn 0.00% New 700 $334K
First Affirmative Financial Network 0.16% New 700 $334K
10Elms LLP 0.34% No change 699 $334K
Aletheian Wealth Advisors LLC 0.15% Reduce -1.7% 699 $334K
Sylvest Advisors, LLC 0.18% No change 699 $333K
Beacon Capital Management, LLC 0.05% Reduce -45.9% 698 $333K
Baltimore-Washington Financial Advisors, Inc. 0.01% Add +14.8% 697 $333K
Mayport, LLC 0.07% Add +1.5% 697 $333K
Chatham Capital Group, Inc. 0.05% No change 696 $332K
Jessup Wealth Management, Inc 0.12% No change 694 $331K
Elm Partners Management LLC 0.02% New 693 $331K
Gemmer Asset Management LLC 0.03% Add +2.2% 692 $330K
First PREMIER Bank 0.07% Reduce -9.2% 690 $330K
GEM Asset Management, LLC 0.16% Reduce -21.0% 678 $330K
Linden Thomas Advisory Services, LLC 0.03% Reduce -0.9% 691 $330K
Grantvest Financial Group LLC 0.23% No change 690 $329K
Pacific Center for Financial Services 0.08% Add +0.3% 690 $329K
Certified Advisory Corp 0.03% Add +0.1% 689 $329K
Barnes Pettey Financial Advisors, LLC 0.18% Add +6.0% 689 $329K
Grandfield & Dodd, LLC 0.02% No change 687 $328K
Balentine LLC 0.01% Reduce -1.9% 686 $327K
Granite FO LLC 0.18% No change 685 $327K
Cambria Investment Management, L.P. 0.02% New 685 $327K
KOM Wealth Management Group, LLC 0.25% Reduce -0.3% 685 $327K
LeConte Wealth Management, LLC 0.22% Add +17.9% 684 $326K
AXS Investments LLC 0.10% Reduce -35.1% 684 $326K
Pioneer Trust Bank N A 0.08% No change 683 $326K
Clay Northam Wealth Management, LLC 0.19% Reduce -2.0% 681 $325K
Florida Financial Advisors, LLC 0.10% Reduce -60.7% 679 $325K
Argentarii, LLC 0.13% Add +0.1% 677 $323K
Ballast Advisors LLC 0.09% Reduce -3.4% 677 $323K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -14.7% 676 $323K
Human Investing LLC 0.05% Add +3.7% 675 $322K
MKT Advisors LLC 0.12% Reduce -3.3% 667 $321K
NFSG Corp 0.05% Reduce -85.5% 672 $320K
Drucker Wealth 3.0, LLC 0.06% Add +19.4% 670 $320K
Baxter Bros Inc. 0.04% Reduce -0.1% 670 $320K
St. Louis Trust Co 0.04% No change 668 $319K
McDonald Partners LLC 0.10% Reduce -4.4% 667 $318K
Lokken Investment Group LLC 0.11% New 667 $318K
Ipsen Advisor Group LLC 0.23% Reduce -7.4% 666 $318K
Revolve Wealth Partners, LLC 0.04% Add +6.4% 665 $317K
Claret Asset Management Corp 0.04% Reduce -1.2% 665 $317K
Cheviot Value Management, LLC 0.03% No change 603 $316K
Simon Quick Advisors, LLC 0.01% New 661 $316K
Patron Partners, LLC 0.14% Add +0.8% 661 $315K
Blue Capital, Inc. 0.23% Reduce -2.9% 661 $315K
Maia Wealth LLC 0.05% Reduce -7.8% 552 $315K
Mizuho Markets Americas LLC 0.01% Reduce -18.6% 657 $313K
Optima Capital LLC 0.15% Add +0.8% 656 $313K
OMC Financial Services LTD 0.12% No change 655 $313K
BlackDiamond Wealth Management, LLC 0.17% Add +4.5% 654 $312K
Cambridge Financial Group, LLC 0.10% No change 653 $312K
Werba Rubin Papier Wealth Management 0.05% Add +3.5% 653 $311K
Nia Impact Advisors, LLC 0.10% No change 651 $311K
Aspetuck Financial Management LLC 0.21% No change 650 $310K
Yarger Wealth Strategies, LLC 0.14% Add +3.3% 649 $310K
Brass Tax Wealth Management, Inc. 0.05% Add +0.3% 649 $310K
RFG Holdings, Inc. 0.08% Add +2.0% 648 $309K
Red Wave Investments LLC 0.09% Add +0.2% 645 $308K
Solidarity Wealth, LLC 0.07% Add +12.2% 644 $307K
Wealthcare Capital Partners, LLC 0.14% Add +8.6% 643 $307K
Stonehaven Wealth & Tax Solutions, LLC 0.28% Reduce -0.6% 643 $307K
Phoenix Wealth Advisors 0.12% New 643 $307K
KDT Advisors, LLC 0.45% Add +0.3% 642 $306K
Talisman Wealth Advisors LLC 0.25% No change 642 $306K
Paces Ferry Wealth Advisors, LLC 0.13% Reduce -2.4% 642 $306K
Warner Group LLC 0.21% — 640 $305K
Clark & Stuart, Inc 0.22% No change 639 $305K
Warren Street Wealth Advisors, LLC 0.09% Add +10.0% 637 $304K
jvl associates llc 0.10% Reduce -0.3% 637 $304K
Peddock Capital Advisors, LLC 0.07% No change 637 $304K
Abel Hall, LLC 0.12% Reduce -61.3% 635 $303K
Valtinson Bruner Financial Planning LLC 0.09% No change 635 $303K
Plan A Wealth LLC 0.15% Add +5.8% 634 $303K
Meritas Wealth Management, LLC 0.15% Reduce -5.3% 632 $302K
Next Level Wealth Planning, LLC 0.17% Add +5.0% 630 $301K
Leverty Financial Group, LLC 0.08% New 630 $300K
Bristlecone Advisors, LLC 0.03% No change 629 $300K
Carbahal Olsen Financial Services Group, LLC 0.24% No change 628 $300K
Impact Partnership Wealth, LLC 0.04% Add +21.5% 627 $299K
Private Advisory Group LLC 0.03% New 627 $299K
Doheny Asset Management 0.19% No change 627 $299K
Altshuler Shaham Ltd 0.00% Reduce -99.9% 625 $298K
Jackson Thornton Wealth Management, LLC 0.03% New 593 $298K
JGP Wealth Management, LLC 0.03% Add +0.2% 606 $298K
WoodTrust Financial Corp 0.04% Add +0.8% 622 $297K
PFG Private Wealth Management, LLC 0.13% New 621 $296K
Integrity Wealth Solutions LLC 0.13% No change 621 $296K
Granite Harbor Advisors, Inc. 0.12% Add +4.5% 620 $296K
TCP Asset Management, LLC 0.05% Add +7.8% 620 $296K
one8zero8, LLC 0.06% Add +3.2% 619 $295K
Bourne Lent Asset Management Inc. 0.10% No change 618 $295K
Roehl & Yi Investment Advisors, LLC 0.13% No change 616 $294K
Dakota Community Bank & Trust NA 1.15% Add +5.3% 613 $292K
Uhlmann Price Securities, LLC 0.18% Reduce -16.2% 612 $292K
Safeguard Investment Advisory Group, LLC 0.07% Reduce -3.9% 611 $292K
CFO4Life Group, LLC 0.04% Add +4.3% 611 $292K
Capital Counsel LLC 0.01% No change 611 $292K
Brightwater Advisory LLC 0.20% Add +0.2% 610 $291K
Summit Wealth Group LLC / Co. 0.03% Reduce -26.0% 1,065 $291K
Ifrah Financial Services, Inc. 0.08% Reduce -1.3% 608 $290K
Optivise Advisory Services LLC 0.17% New 607 $290K
Unison Asset Management LLC 0.14% No change 606 $289K
TigerOak Management, L.L.C. 0.09% No change 606 $289K
Colonial River Investments, LLC 0.11% Reduce -15.3% 605 $289K
Lifelong Wealth Advisors, Inc. 0.09% No change 604 $288K
Jmac Enterprises LLC 0.06% No change 604 $288K
Boomfish Wealth Group, LLC 0.15% Add +11.7% 601 $287K
Fortitude Family Office, LLC 0.08% Add +257.7% 601 $287K
Three Magnolias Financial Advisors, LLC 0.18% No change 600 $286K
Stone Run Capital, LLC 0.11% No change 600 $286K
Alpha Omega Wealth Management LLC 0.05% Reduce -1.6% 600 $286K
Beddow Capital Management Inc. 0.11% No change 600 $286K
Deroy & Devereaux Private Investment Counsel Inc. 0.01% No change 600 $286K
Cushing Capital Partners, LLC 0.22% Add +0.3% 598 $285K
Renasant Bank 0.18% Reduce -1.2% 595 $284K
Hall Capital Management Co. Inc. 0.11% No change 595 $284K
Prostatis Group LLC 0.07% Reduce -30.4% 593 $283K
FORA Capital, LLC 0.05% New 593 $283K
XY Planning Network, Inc. 0.10% No change 726 $282K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.07% Add +9.3% 590 $282K
PGIM Custom Harvest LLC 0.00% Reduce -19.8% 587 $280K
Morton Capital Management LLC 0.05% No change 587 $280K
Ashton Thomas Securities, LLC 0.04% New 587 $280K
Colorado Capital Management, Inc. 0.11% Reduce -0.2% 587 $280K
Fortis Capital Advisors, LLC 0.04% New 585 $279K
DKM Wealth Management, Inc. 0.22% No change 585 $279K
Coppell Advisory Solutions LLC 0.03% Add +2.3% 591 $279K
Panoramic Capital Partners, LLC 0.18% Add +1.4% 584 $279K
Aspen Capital Management, LLC 0.07% No change 584 $279K
Aviance Capital Partners, LLC 0.03% Add +6.4% 583 $278K
Greatmark Investment Partners, Inc. 0.03% No change 583 $278K
Hemington Wealth Management 0.04% Add +6.2% 583 $278K
Objective Capital Management, LLC 0.29% Reduce -1.5% 582 $278K
IPG Investment Advisors LLC 0.05% New 581 $277K
Ninepoint Partners LP 0.04% New 581 $277K
FNY Investment Advisers, LLC 0.09% Add +81.3% 582 $277K
Pinnacle Bancorp, Inc. 0.08% No change 579 $276K
Oak Associates Ltd. 0.02% No change 579 $276K
Cerro Pacific Wealth Advisors LLC 0.08% Reduce -20.2% 578 $276K
GAMCO Investors 0.00% Reduce -15.7% 576 $275K
Orion Investment Co 0.09% No change 575 $274K
TradeWell Securities, LLC. 0.12% Add +0.5% 571 $274K
Hilltop Partners LLC 0.08% Reduce -1.0% 574 $274K
Forza Wealth Management, LLC 0.10% No change 573 $273K
Unique Wealth, LLC 0.04% Add +2.1% 572 $273K
Motive Wealth Advisors 0.12% Reduce -1.0% 571 $272K
Providence First Trust Co 0.09% New 569 $271K
Weaver Consulting Group 0.07% Add +0.3% 566 $270K
Alternative Investment Advisors, LLC. 0.12% Add +6.6% 564 $269K
Main Street Group, LTD 0.09% Reduce -0.7% 564 $269K
Lake Street Private Wealth, LLC 0.03% New 563 $269K
Wolverine Trading, LLC 0.01% Reduce -98.2% 570 $269K
Strategic Financial Services, Inc. 0.01% Add +7.8% 563 $269K
Altus Wealth Group LLC 0.11% Add +0.2% 563 $268K
W1M Investment Management Ltd 0.00% No change 562 $268K
Cascade Investment Group, Inc. 0.18% No change 561 $268K
Correct Capital Wealth Management 0.05% No change 560 $267K
Independent Solutions Wealth Management, LLC 0.05% New 560 $267K
Caliber Wealth Management, LLC / KS 0.03% Reduce -29.2% 560 $267K
Client 1ST Advisory Group, LLC 0.09% No change 559 $267K
Princeton Global Asset Management LLC 0.04% No change 559 $267K
Wellspring Financial Advisors, LLC 0.02% Reduce -1.9% 559 $267K
LongView Wealth Management 0.07% Reduce -7.1% 559 $266K
Shufro Rose & Co. LLC 0.02% No change 805 $265K
Consilio Wealth Advisors, LLC 0.09% New 556 $265K
Prentice Wealth Management LLC 0.07% Reduce -43.9% 554 $264K
Ariadne Wealth Management, LP 0.12% New 476 $264K
Borer Denton & Associates, Inc. 0.09% No change 553 $264K
One Day In July LLC 0.02% New 551 $263K
Foronjy Financial LLC 0.12% Reduce -27.6% 550 $263K
North Forty Two & Co. 0.26% No change 550 $262K
Wakefield Asset Management LLLP 0.07% No change 550 $262K
Scott & Selber, Inc. 0.07% No change 550 $262K
Founders Grove Wealth Partners, LLC 0.06% New 550 $262K
Floyd Financial Group LLC 0.19% No change 520 $262K
Prospera Capital Management, LLC 0.13% No change 549 $262K
Element Wealth, LLC 0.11% Add +0.2% 548 $261K
EdgeRock Capital LLC 0.07% New 547 $261K
Cloud Capital Management, LLC 0.14% New 546 $260K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -44.3% 546 $260K
Axis Wealth Partners, LLC 0.15% Add +2.1% 545 $260K
Edgemoor Investment Advisors, Inc. 0.02% New 543 $259K
Fortress Financial Group, LLC 0.20% Add +0.4% 541 $258K
Berkeley Capital Partners, LLC 0.06% New 541 $258K
Mason & Associates Inc 0.05% New 541 $258K
Breakthru Advisory Services, LLC 0.17% New 540 $258K
American Trust 0.02% Reduce -34.1% 540 $258K
Horizon Bancorp Inc. 0.12% Add +88.8% 538 $257K
Carson Advisory Inc. 0.14% Add +0.9% 538 $257K
Fielder Capital Group LLC 0.06% Add +0.9% 538 $257K
Diversified Portfolios, Inc. 0.02% No change 537 $256K
Advantage Trust Co 0.12% Reduce -42.7% 537 $256K
Next Capital Management LLC 0.09% New 535 $255K
Blalock Williams, LLC 0.22% New 534 $255K
Kera Capital Partners, Inc. 0.04% New 534 $255K
Capula Management Ltd 0.00% New 534 $255K
Vista Capital Partners, Inc. 0.03% New 532 $254K
Peachtree Investment Partners, LLC 0.09% New 532 $254K
PKS Advisory Services, LLC 0.06% Reduce -3.5% 532 $254K
Acorn Creek Capital LLC 0.10% New 531 $253K
Strengthening Families & Communities, LLC 0.06% New 530 $253K
Contravisory Investment Management, Inc. 0.05% Add +6.0% 530 $253K
Integral Investment Advisors, Inc. 0.07% New 529 $252K
MN Wealth Advisors, LLC 0.13% New 526 $251K
Parvin Asset Management, LLC 0.22% Add +5.2% 526 $251K
Willis Johnson & Associates, Inc. 0.02% New 525 $251K
Seed Wealth Management, Inc. 0.17% Reduce -63.5% 525 $251K
Asio Capital, LLC 0.04% New 525 $251K
Quantum Portfolio Management LLC 0.07% New 524 $250K
Cherrydale Wealth Management, LLC 0.08% No change 523 $249K
Gallacher Capital Management LLC 0.10% Reduce -2.4% 521 $249K
Johnson Bixby & Associates, LLC 0.03% No change 521 $249K
Symmetry Partners, LLC 0.03% New 520 $248K
JTC Employer Solutions Trustee Ltd 0.02% No change 520 $248K
Shakespeare Wealth Management, LLC 0.06% New 520 $248K
BridgePort Financial Solutions, LLC 0.07% New 519 $248K
CogentBlue Wealth Advisors, LLC 0.17% New 518 $247K
Claro Advisors Inc. 0.04% Reduce -3.7% 518 $247K
Vestor Capital, LLC 0.02% Reduce -99.1% 517 $247K
Financial Insights, Inc. 0.08% Add +0.2% 517 $247K
Inspirion Wealth Advisors, LLC 0.03% Reduce -30.2% 631 $247K
Custos Family Office, LLC 0.14% New 517 $247K
Oxinas Partners, LLC 0.13% New 517 $247K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.6% 515 $246K
Darden Wealth Group Inc 0.13% Reduce -3.7% 515 $246K
Sage Rhino Capital LLC 0.05% Reduce -0.6% 515 $246K
First Bank & Trust 0.04% Reduce -1.5% 514 $245K
Renaissance Investment Group LLC 0.05% Reduce -8.9% 513 $245K
Hollow Brook Wealth Management LLC 0.06% New 512 $244K
Owen LaRue, LLC 0.10% New 512 $244K
Strategic Advocates LLC 0.06% New 511 $244K
Great Waters Wealth Management 0.03% New 510 $243K
Security National Bank of So Dak 0.12% New 510 $243K
Affiance Financial, LLC 0.04% New 508 $242K
Idaho Trust Co 0.08% New 507 $242K
Financial Security Advisor, Inc. 0.05% New 507 $242K
IMG Wealth Management, Inc. 0.16% No change 506 $241K
Orgel Wealth Management, LLC 0.01% New 506 $241K
Peak Retirement Planning, Inc. 0.07% New 505 $241K
BOK Financial Private Wealth, Inc. 0.02% Add +5.7% 504 $240K
Whalen Wealth Management Inc. 0.14% Reduce -33.6% 503 $240K
Kwmg, LLC 0.02% New 503 $240K
Halter Ferguson Financial Inc. 0.06% Reduce -13.8% 501 $239K
Nelson Capital Management, LLC 0.03% New 501 $239K
Benningfield Financial Advisors, LLC 0.19% New 500 $239K
Baugh & Associates, LLC 0.12% New 500 $239K
Significant Wealth Partners LLC 0.12% New 500 $239K
Landmark Wealth Management, Inc. 0.09% New 500 $239K
Jackson, Grant Investment Advisers, Inc. 0.08% New 500 $239K
DORVAL Corp 0.08% New 500 $239K
Passive Capital Management, LLC. 0.08% New 500 $239K
Hudson Value Partners, LLC 0.07% New 500 $239K
Franklin, Parlapiano, Turner & Welch, LLC 0.06% New 500 $239K
Kendall Capital Management 0.05% New 500 $239K
Tilia Fiduciary Partners, Inc. 0.14% Reduce -25.9% 499 $238K
Orin Green Financial, LLC 0.10% New 499 $238K
Howard Financial Services, LTD. 0.03% New 498 $238K
Vance Wealth, LLC 0.07% New 497 $237K
Alliance Wealth Advisors, LLC 0.12% New 496 $237K
Marotta Asset Management 0.04% New 491 $236K
TD Capital Management LLC 0.02% Reduce -4.5% 493 $235K
FMB Wealth Management 0.10% New 493 $235K
Brandywine Oak Private Wealth LLC 0.02% New 493 $235K
Chris Bulman Inc 0.12% New 492 $235K
Sunburst Financial Group, LLC 0.05% New 491 $234K
Middleton & Co. Inc. 0.03% New 490 $234K
Maridea Wealth Management LLC 0.04% New 439 $233K
Argonautica Private Wealth Management, Inc. 0.07% New 488 $233K
Gerber, LLC 0.15% New 487 $232K
Measured Wealth Private Client Group, LLC 0.06% Reduce -42.8% 487 $232K
Prasad Wealth Partners, LLC 0.06% New 486 $232K
Rydar Equities, Inc. 0.19% New 482 $232K
Wrenne Financial Planning LLC 0.10% New 484 $231K
Mosaic Family Wealth Partners, LLC 0.03% New 488 $230K
Shayne & Jacobs, LLC 0.07% New 480 $229K
Seneca Financial Advisors LLC 0.07% New 479 $229K
Uptick Partners, LLC 0.06% New 477 $228K
Stephens Consulting, LLC 0.08% Reduce -3.3% 475 $227K
Sutton Place Investors LLC 0.13% New 475 $227K
Brady Martz Wealth Solutions, LLC 0.04% New 475 $227K
State of Wyoming 0.03% Reduce -50.3% 475 $227K
Archvest Wealth Advisors, Inc. 0.20% New 475 $227K
Invested Advisors 0.33% — 627 $226K
First Long Island Investors, LLC 0.02% New 474 $226K
Strategic Financial Partners, Ltd. 0.10% New 473 $226K
Sachem Hill LLC 0.05% New 473 $226K
MOKAN Wealth Management Inc. 0.11% New 471 $225K
North Capital, Inc. 0.17% Add +1.7% 471 $225K
Burt Wealth Advisors 0.06% New 471 $225K
ProVise Management Group, LLC 0.02% New 470 $224K
Planning Directions Inc. 0.12% New 470 $224K
Palisades Hudson Asset Management, L.P. 0.08% New 471 $224K
Wealth Advisors of Iowa, LLC 0.08% New 468 $223K
Mainsail Asset Management, LLC 0.10% New 468 $223K
Goldstein Advisors, LLC 0.03% New 468 $223K
ETF Store, Inc. 0.24% New 466 $223K
Seeds Investor LLC 0.05% New 466 $222K
Barry Investment Advisors, LLC 0.05% New 466 $222K
Coordinated Financial Services, Inc. 0.14% New 465 $222K
LifeWealth Investments, LLC 0.07% New 465 $222K
Fermata Advisors, LLC 0.06% Reduce -16.1% 464 $221K
GFG Capital, LLC 0.08% Reduce -1.3% 463 $221K
Kassira Wealth Management LLC 0.21% — 460 $219K
Davis-Rea LTD. 0.05% New 460 $219K
Awm Capital, LLC 0.02% New 458 $219K
Altiora Financial Group, LLC 0.04% New 457 $218K
Ruggaard & Associates LLC 0.08% New 456 $218K
Brown Financial Advisory 0.11% New 456 $218K
Walker Asset Management, LLC 0.12% New 456 $217K
Schaeffer Financial LLC 0.20% New 456 $217K
Tactive Advisors, LLC 0.06% New 456 $217K
Mosaic Financial Group, LLC 0.15% New 455 $217K
Semus Wealth Partners LLC 0.12% New 454 $217K
Joseph P. Lucia & Associates, LLC 0.08% New 453 $216K
Advyzon Investment Management, LLC 0.04% New 453 $216K
IAG Wealth Partners, LLC 0.03% Reduce -1.9% 453 $216K
FreeGulliver LLC 0.10% New 453 $216K
Sagace Wealth Management LLC 0.15% New 451 $215K
Acorn Financial Advisory Services Inc. 0.03% New 451 $215K
Schwallier Wealth Management LLC 0.13% New 450 $215K
Western Pacific Wealth Management, LP 0.21% No change 450 $215K
Benchmark Financial Wealth Advisors, LLC 0.06% New 449 $214K
AllSquare Wealth Management LLC 0.11% No change 448 $214K
Mach-1 Financial Group, LLC 0.03% New 447 $213K
Integrity Advisory Solutions, LLC 0.03% — 447 $213K
Veery Capital, LLC 0.07% New 447 $213K
Fortis Capital Management LLC 0.03% New 446 $213K
Piscataqua Savings Bank 0.17% Reduce -23.9% 446 $213K
LeClair Wealth Partners LLC 0.13% New 445 $212K
Summit Wealth Group, LLC 0.05% Reduce -45.2% 445 $212K
Cherry Tree Wealth Management, LLC 0.05% No change 445 $212K
Abound Wealth Management 0.05% Add +11.3% 445 $212K
Summit Global Investments 0.01% New 443 $212K
Blue Sky Capital Consultants Group, Inc. 0.09% New 444 $212K
Wisconsin Wealth Advisors, LLC 0.20% New 443 $211K
Fidelity D & D Bancorp Inc. 0.12% New 443 $211K
Jupiter Asset Management Ltd. 0.00% New 443 $211K
GK Wealth Management LLC 0.16% Reduce -28.7% 443 $211K
Fractal Investments LLC 0.03% Reduce -70.5% 442 $211K
Defined Financial Planning LLC 0.17% New 420 $211K
Corepath Wealth Partners LLC 0.15% New 425 $211K
Eisler Capital Management Ltd. 0.00% Reduce -90.5% 501 $210K
Mma Asset Management LLC 0.07% New 440 $210K
Kirr Marbach & Co. LLC 0.04% New 440 $210K
Encompass More Asset Management 0.04% New 440 $210K
Summit Financial Wealth Advisors, LLC 0.03% New 436 $210K
Duncan Williams Asset Management, LLC 0.06% New 438 $209K
Verity & Verity, LLC 0.02% Reduce -33.1% 438 $209K
Peck Wealth Management, LLC 0.20% — 437 $209K
Tandem Investment Advisors, Inc. 0.01% New 436 $208K
Pine Harbor Wealth Management, LLC 0.07% New 435 $208K
Echo45 Advisors LLC 0.12% New 435 $208K
DDFG, Inc 0.05% New 435 $208K
Moody Aldrich Partners LLC 0.04% New 435 $208K
Brand Asset Management Group, Inc. 0.06% New 434 $207K
Humankind Investments LLC 0.05% New 434 $207K
Catalyst Capital Advisors LLC 0.00% Reduce -52.1% 434 $207K
KWB Wealth 0.02% Reduce -14.2% 532 $207K
GGM Financial LLC 0.10% New 431 $206K
Shulman DeMeo Asset Management LLC 0.05% New 431 $206K
Rowlandmiller & Partners.adv 0.04% No change 431 $206K
Hoxton Planning & Management, LLC 0.07% New 430 $205K
Summit Securities Group LLC 0.07% New 429 $205K
American Investment Services, Inc. 0.05% New 428 $204K
Bond & Devick Financial Network, Inc. 0.06% New 428 $204K
Richard P Slaughter Associates Inc 0.04% New 427 $204K
McIlrath & Eck, LLC 0.02% Reduce -46.5% 427 $204K
Blodgett Wealth Advisors, LLC 0.14% Reduce -31.9% 426 $203K
Oberweis Asset Management Inc./ 0.01% New 426 $203K
Cornerstone Enterprises, LLC 0.10% New 425 $203K
Hopwood Financial Services, Inc. 0.14% No change 424 $202K
Successful Portfolios LLC 0.12% New 424 $202K
tru Independence LLC 0.05% New 423 $202K
TL Private Wealth 0.08% New 400 $202K
Brown Wealth Management, LLC 0.06% New 423 $202K
West Branch Capital LLC 0.05% No change 421 $201K
Magnolia Private Wealth, LLC 0.15% New 421 $201K
ForthRight Wealth Management, LLC 0.06% New 421 $201K
Helium Advisors LLC 0.17% Reduce -45.9% 420 $201K
Brooks, Moore & Associates, Inc. 0.10% New 420 $200K
CapWealth Advisors, LLC 0.02% New 420 $200K
J. L. Bainbridge & Co., Inc. 0.02% New 419 $200K
Avion Wealth 0.04% Add +33.1% 418 $199K
Binnacle Investments Inc 0.12% Add +1.2% 416 $198K
Ulland Investment Advisors, LLC 0.15% No change 415 $198K
GW&K Investment Management, LLC 0.00% Add +4.0% 416 $198K
Financial Freedom, LLC 0.10% No change 410 $196K
Duncker Streett & Co. Inc. 0.03% Add +6.8% 410 $196K
VSM Wealth Advisory, LLC 0.06% Reduce -63.4% 403 $192K
North Ridge Wealth Advisors, Inc. 0.11% No change 400 $191K
Birchbrook, Inc. 0.10% No change 400 $191K
Trust Co 0.02% Reduce -40.4% 400 $191K
Hoey Investments, Inc. 0.03% No change 393 $188K
Vinland Capital Management Gestora de Recursos LTDA. 2.39% New 389 $186K
USA Financial Formulas 0.03% Reduce -15.9% 387 $185K
Bear Mountain Capital, Inc. 0.06% Add +0.3% 346 $182K
Cornerstone Planning Group LLC 0.03% Add +37.8% 310 $181K
Avalon Trust Co 0.01% Reduce -10.0% 379 $181K
Tradewinds Capital Management, LLC 0.04% Add +2.2% 377 $180K
Clark Wealth Partners 0.11% Add +6.5% 312 $179K
Bell Investment Advisors, Inc 0.03% Reduce -0.5% 366 $175K
Cetera Trust Company, N.A 0.10% Reduce -83.7% 359 $171K
Quaker Wealth Management, LLC 0.05% No change 354 $169K
HighMark Wealth Management LLC 0.07% Add +0.3% 354 $169K
Glass Jacobson Investment Advisors llc 0.06% No change 351 $167K
Center for Financial Planning, Inc. 0.02% No change 350 $167K
Coston, McIsaac & Partners 0.04% Add +14.1% 347 $166K
E Fund Management (Hong Kong) Co., Ltd. 0.10% New 344 $164K
Ameliora Wealth Management Ltd. 0.05% No change 342 $163K
Hurley Capital, LLC 0.09% Add +30.2% 336 $160K
Turning Point Benefit Group, Inc. 0.10% New 332 $160K
Bank of New Hampshire 0.04% No change 333 $159K
Pin Oak Investment Advisors Inc. 0.11% No change 332 $158K
Global Wealth Strategies & Associates 0.04% Add +11.1% 331 $158K
Grey Fox Wealth Advisors, LLC 0.03% New 312 $149K
Graney & King, LLC 0.10% Reduce -1.3% 307 $146K
Winthrop Capital Management, LLC 0.04% No change 304 $145K
New Millennium Group LLC 0.06% Add +1370.0% 294 $140K
TCTC Holdings, LLC 0.00% No change 292 $139K
Morton Brown Family Wealth, LLC 0.04% Reduce -6.8% 290 $138K
Acadian Asset Management LLC 0.00% Reduce -98.3% 290 $137K
Dunhill Financial, LLC 0.05% Add +54.9% 285 $136K
Catherine Avery Investment Management LLC 0.09% Reduce -1.7% 283 $135K
Centennial Bank 0.05% No change 283 $135K
Clean Yield Group 0.04% Add +27.5% 278 $133K
WPG Advisers, LLC 0.10% Add +17.4% 276 $132K
Wolff Wiese Magana LLC 0.07% Add +15.0% 269 $128K
Barrett & Company, Inc. 0.04% No change 268 $128K
Future Financial Wealth Managment LLC 0.08% Reduce -3.6% 268 $128K
Winch Advisory Services, LLC 0.03% No change 267 $127K
Hughes Financial Services, LLC 0.02% Add +0.5% 223 $127K
Tower View Wealth Management LLC 0.07% No change 265 $126K
Delos Wealth Advisors, LLC 0.08% No change 257 $123K
Tsfg, LLC 0.02% Reduce -9.0% 254 $121K
Fairscale Capital, LLC 0.08% No change 253 $121K
MTM Investment Management, LLC 0.04% No change 251 $120K
FSA Wealth Management LLC 0.04% Reduce -28.6% 250 $119K
St. Johns Investment Management Company, LLC 0.05% No change 250 $119K
Horizons Wealth Management 0.08% No change 249 $119K
Darwin Wealth Management, LLC 0.04% Add +0.4% 247 $118K
Bfsg, LLC 0.01% Reduce -15.5% 245 $117K
Optiver Holding B.V. 0.00% New 243 $116K
Clayton Financial Group LLC 0.08% New 240 $115K
JNBA Financial Advisors 0.01% Reduce -29.5% 239 $114K
Kings Path Partners LLC 0.04% No change 237 $113K
Pathway Financial Advisers, LLC 0.03% New 234 $111K
Financial Life Planners 0.07% New 230 $110K
Sachetta, LLC 0.04% Add +44.0% 229 $109K
Creative Capital Management Investments LLC 0.03% No change 228 $109K
Horrell Capital Management, Inc. 0.05% No change 226 $108K
KERR FINANCIAL PLANNING Corp 0.15% — 193 $108K
Kelleher Financial Advisors 0.03% Reduce -78.7% 225 $107K
Motco 0.01% No change 220 $105K
Sumitomo Mitsui Financial Group, Inc. 0.00% New 221 $104K
Godsey & Gibb, Inc. 0.01% Add +12.9% 218 $104K
Covestor Ltd 0.06% Reduce -50.9% 217 $104K
Canton Hathaway, LLC 0.02% No change 217 $104K
Marshall & Sterling Wealth Advisors Inc. 0.07% Add +0.5% 218 $104K
Centerpoint Advisors, LLC 0.03% No change 215 $103K
Atlantic Private Wealth, LLC 0.07% Add +0.5% 216 $103K
Broadwater Capital Management LLC 0.07% Reduce -99.7% 200 $95K
Chelsea Counsel Co. 0.04% No change 200 $95K
Evelyn Partners Investment Management (Europe) Ltd 0.03% No change 200 $95K
Capital Advisors, Ltd. LLC 0.01% No change 199 $95K
Bruce G. Allen Investments, LLC 0.07% Add +5.9% 198 $94K
Murphy & Mullick Capital Management Corp 0.07% No change 189 $92K
Silicon Valley Capital Partners 0.01% Add +27.3% 191 $91K
New England Capital Financial Advisors LLC 0.04% No change 189 $90K
TruNorth Capital Management, LLC 0.02% No change 189 $90K
Proathlete Wealth Management LLC 0.03% Reduce -2.1% 188 $90K
Abich Financial Wealth Management LLC 0.03% — 184 $88K
Founders Capital Management 0.05% No change 180 $86K
Activest Wealth Management 0.02% Add +40.5% 177 $84K
Financial Management Professionals, Inc. 0.01% Reduce -1.7% 172 $82K
Strategic Investment Solutions, Inc. 0.02% Reduce -65.4% 168 $80K
CGC Financial Services, LLC 0.02% No change 166 $79K
Morgan Dempsey Capital Management LLC 0.04% Reduce -8.3% 165 $79K
High Note Wealth, LLC 0.02% Add +1.2% 164 $78K
Richardson Financial Services Inc. 0.05% Add +40.0% 161 $77K
Tacita Capital Inc 0.05% No change 159 $76K
Quest 10 Wealth Builders, Inc. 0.07% Add +6.0% 158 $75K
Banque de Luxembourg S.A. 0.04% Add +0.6% 158 $75K
Midwest Capital Advisors, LLC 0.04% Add +0.7% 153 $73K
Mark Sheptoff Financial Planning, LLC 0.03% No change 152 $73K
Private Wealth Management Group, LLC 0.02% Reduce -1.3% 149 $71K
IMA Advisory Services, Inc. 0.01% Add +0.7% 148 $71K
RMG Wealth Management LLC 0.01% No change 136 $70K
University of Texas/Texas Am Investment Management Co. 0.01% No change 145 $69K
Guerra Advisors Inc 0.03% New 142 $68K
Strive Asset Management, LLC 0.04% New 138 $66K
Cape Investment Advisory, Inc. 0.06% Reduce -69.7% 137 $65K
Roble, Belko & Company, Inc 0.01% Add +23.4% 137 $65K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 136 $65K
Syntax Research, Inc. 0.04% No change 135 $64K
Millstone Evans Group, LLC 0.04% No change 134 $64K
GoalVest Advisory LLC 0.01% No change 133 $63K
Elevation Wealth Partners, LLC 0.02% Add +26.2% 130 $62K
Redmont Wealth Advisors LLC 0.09% No change 129 $62K
Park Place Capital Corp 0.01% No change 124 $59K
Robinswood Financial LLC 0.02% No change 124 $59K
Halbert Hargrove Global Advisors, LLC 0.00% Add +64.9% 122 $58K
Pineridge Advisors LLC 0.02% No change 117 $56K
Essential Partners LLC 0.02% Add +100.0% 114 $54K
Curat Global, LLC 0.05% No change 110 $52K
Innovative Advisory Group, LLC 0.03% No change 110 $52K
CBIZ Investment Advisory Services, LLC 0.00% Add +9.2% 107 $51K
Bellevue Asset Management, LLC 0.02% No change 106 $51K
Evergreen Private Wealth LLC 0.02% Add +10.6% 104 $50K
West Financial Advisors, LLC 0.01% No change 103 $49K
Northwest Capital Management Inc 0.05% No change 101 $48K
Howard Hughes Medical Institute 0.03% Reduce -1.9% 101 $48K
Fourth Dimension Wealth, LLC 0.02% No change 100 $48K
Kimelman & Baird, LLC 0.00% No change 100 $48K
Albion Financial Group 0.00% No change 100 $48K
MPWM Advisory Solutions, LLC 0.03% No change 99 $47K
Corsicana & Co. 0.03% — 99 $47K
Retirement Wealth Solutions LLC 0.03% No change 97 $46K
Nalls Sherbakoff Group, LLC 0.03% No change 96 $46K
Compass Financial Services Inc 0.02% Add +1.1% 95 $45K
Financial Network Wealth Advisors LLC 0.05% Reduce -24.0% 92 $44K
1620 Investment Advisors, Inc. 0.03% Reduce -2.2% 90 $43K
DB Fitzpatrick & Co, Inc 0.04% No change 88 $42K
Harbor Asset Planning, Inc. 0.04% No change 88 $42K
Valued Wealth Advisors LLC 0.02% Add +11.8% 85 $40K
RiverPark Advisors, LLC 0.03% No change 83 $40K
Family Legacy Financial Solutions, LLC 0.03% Add +1.2% 82 $39K
Estabrook Capital Management 0.01% Reduce -27.3% 80 $38K
Kilter Group LLC 0.02% Add +14.5% 79 $38K
Lowe Wealth Advisors, LLC 0.01% No change 76 $36K
Mascoma Wealth Management LLC 0.01% No change 75 $36K
Thompson Investment Management, Inc. 0.00% No change 75 $36K
Burkett Financial Services, LLC 0.01% Add +82.9% 75 $36K
Sellwood Investment Partners LLC 0.01% New 74 $35K
SWAN Capital LLC 0.01% Reduce -17.1% 73 $35K
Flagship Wealth Advisors, LLC 0.01% No change 73 $35K
Rakuten Securities, Inc. 0.01% Reduce -41.5% 72 $34K
Joseph Group Capital Management 0.01% New 68 $32K
Anfield Capital Management, LLC 0.01% Add +10.2% 65 $31K
Manitou Investment Management Ltd. 0.01% No change 65 $31K
Vermillion & White Wealth Management Group, LLC 0.02% Reduce -28.1% 64 $31K
Evelyn Partners Investment Management Services Ltd 0.00% No change 63 $30K
Sagard Holdings Management Inc. 0.15% No change 61 $29K
Atlantic Edge Private Wealth Management, LLC 0.01% Reduce -7.7% 60 $29K
Meeder Asset Management Inc. 0.00% Reduce -1.6% 60 $29K
Legacy Wealth Managment, LLC 0.01% No change 59 $28K
Inlight Wealth Management, LLC 0.01% No change 58 $28K
Marquette Asset Management, LLC 0.00% Add +1060.0% 58 $28K
Dogwood Wealth Management LLC 0.01% Add +3.8% 55 $26K
Kathleen S. Wright Associates Inc. 0.01% No change 54 $26K
Raffa Wealth Management, LLC 0.00% Add +18.2% 52 $25K
Highline Wealth Partners LLC 0.01% Add +112.5% 51 $24K
Front Row Advisors LLC 0.01% No change 51 $24K
Financial Avengers, Inc. 0.01% No change 50 $24K
TFC Financial Management, Inc. 0.00% Add +2.1% 48 $23K
Corundum Trust Company, INC 0.05% New 47 $22K
Davis Capital Management 0.01% — 43 $21K
Chapman Financial Group, LLC 0.01% No change 42 $20K
Aspect Partners, LLC 0.01% Reduce -2.6% 38 $18K
Rialto Wealth Management, LLC 0.00% Add +8.6% 38 $18K
Copia Wealth Management 0.01% No change 38 $18K
Penserra Capital Management LLC 0.00% Reduce -7.1% 39 $18K
Consultiva Wealth Management, Corp. 0.05% No change 37 $18K
Accent Capital Management, LLC 0.01% No change 37 $18K
Fortis Group Advisors, LLC 0.00% No change 37 $18K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -69.6% 41 $17K
Steph & Co. 0.01% Add +12.5% 36 $17K
Stone House Investment Management, LLC 0.00% Add +5.9% 36 $17K
Your Advocates Ltd., LLP 0.01% No change 35 $17K
Breakwater Investment Management 0.01% Add +6.7% 32 $15K
Bare Financial Services, Inc 0.00% Add +28.0% 32 $15K
Peterson Wealth Services 0.00% Add +94852.9% 16,142 $15K
JDM Financial Group LLC 0.01% No change 31 $15K
Blume Capital Management, Inc. 0.00% Reduce -3.2% 30 $14K
Cedar Mountain Advisors, LLC 0.00% Reduce -70.0% 27 $13K
Perritt Capital Management Inc 0.01% No change 26 $12K
Prudent Man Investment Management, Inc. 0.01% No change 33 $12K
Principia Wealth Advisory, LLC 0.01% Add +13.6% 25 $12K
Noble Wealth Management PBC 0.01% — 25 $12K
Icon Advisers Inc. 0.00% No change 25 $12K
Bay Harbor Wealth Management, LLC 0.00% Add +25.0% 25 $12K
Westend Capital Management, LLC 0.00% New 21 $10K
Vision Financial Markets LLC 0.01% No change 21 $10K
DecisionPoint Financial, LLC 0.00% No change 20 $10K
Game Plan Financial Advisors, LLC 0.00% No change 20 $10K
Evolution Wealth Management Inc. 0.01% Add +11.8% 19 $9K
Evelyn Partners Asset Management Ltd 0.00% No change 19 $9K
PayPay Securities Corp 0.29% Add +54.5% 17 $8K
Winnacle Wealth LLC 0.01% Add +183.3% 17 $8K
Red Tortoise LLC 0.00% No change 17 $8K
Frazier Financial Advisors, LLC 0.00% Reduce -96.8% 15 $7K
MJT & Associates Financial Advisory Group, Inc. 0.01% New 14 $7K
Holos Integrated Wealth LLC 0.00% No change 13 $6K
Bayforest Capital Ltd 0.00% New 13 $6K
S&T Bank 0.00% Add +30.0% 13 $6K
Horizon Financial Services, LLC 0.00% Add +1000.0% 11 $5K
HFM Investment Advisors, LLC 0.00% No change 11 $5K
Cornerstone National Bank & Trust Co 0.00% No change 9 $4K
Dagco, Inc. 0.00% No change 8 $4K
Transce3nd, LLC 0.03% Reduce -97.8% 10 $4K
Nova Wealth Management, Inc. 0.00% No change 6 $3K
Richard W. Paul & Associates, LLC 0.00% No change 6 $3K
Seneschal Advisors, LLC 0.00% New 5 $2K
Islay Capital Management, LLC 0.00% Add +150.0% 5 $2K
Westfuller Advisors, LLC 0.00% New 5 $2K
LGT Financial Advisors LLC 0.00% No change 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% No change 3 $1K
Harvest Fund Management Co., Ltd 0.00% Reduce -99.3% 2 $1K
PFS Partners, LLC 0.00% New 2 $955
Financial Gravity Asset Management, Inc. 0.00% — 2 $954
ROSS\JOHNSON & Associates LLC 0.01% No change 1 $477

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