CaterpillarCAT

13F holders, Q4 2025 (December 31)
3,539holders +390
279new positions
88sold out
15famous investors
$571.82avg. 13F price*

At the end of Q4 2025, 3,539 institutions reported holding Caterpillar Inc. (CAT) in their 13F filings, up 390 from Q3 2025. 279 opened new positions and 88 sold out. The largest holders were Vanguard Group Inc. ($26.6B), BlackRock, Inc. ($20.7B) and State Street Corp. ($20.3B). 15 famous investors held it, including Bill Gates / Michael Larson (10.3% of Gates Foundation Trust's portfolio), Ken Fisher (1.9% of Fisher Asset Management's portfolio) and Tom Gayner (1.5% of Markel Group's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions279$2.2B
Exits88$708.4M

All 13F filers, Q3 2025 → Q4 2025: 15,110,313 shares bought and 18,908,470 shares sold, net −3,798,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,539 holders

Vanguard Group Inc. 0.39% Add +1.0% 46,385,185 $26.6B
BlackRock, Inc. 0.35% Add +5.6% 36,208,775 $20.7B
State Street Corp. 0.68% Add +1.1% 35,388,550 $20.3B
State Farm Mutual Automobile Insurance Co. 7.84% Reduce -0.5% 17,431,190 $10.0B
Geode Capital Management, LLC 0.37% Add +0.9% 10,610,182 $6.1B
Fisher Asset Management 1.86% Add +0.6% 9,493,266 $5.4B
Morgan Stanley 0.24% Reduce -2.2% 7,075,119 $4.1B
Bank of America Corp. 0.28% Add +15.2% 6,738,802 $3.9B
Gates Foundation Trust 10.29% No change 6,353,614 $3.6B
T. Rowe Price Associates Inc. 0.37% Reduce -12.0% 5,993,729 $3.4B
Northern Trust Corp. 0.43% Reduce -6.2% 5,851,276 $3.4B
FMR LLC 0.12% Add +29.6% 4,061,103 $2.3B
Capital World Investors 0.31% Reduce -12.6% 4,009,003 $2.3B
Wellington Management Group LLP 0.39% Reduce -26.2% 3,859,902 $2.2B
Bank of New York Mellon Corp 0.36% Add +0.1% 3,556,647 $2.0B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.43% Reduce -13.1% 3,544,224 $2.0B
Charles Schwab Investment Management Inc. 0.30% Add +0.2% 3,345,375 $1.9B
Goldman Sachs Group Inc. 0.26% Add +5.3% 3,139,546 $1.8B
Invesco Ltd. 0.16% Add +2.3% 3,031,666 $1.7B
Capital Research Global Investors 0.30% Reduce -33.8% 2,845,207 $1.6B
Dimensional Fund Advisors LP 0.33% Reduce -4.4% 2,772,301 $1.6B
Legal & General Group Plc 0.35% Reduce -2.9% 2,720,308 $1.6B
JPMorgan Chase & Co. 0.10% Reduce -26.2% 2,600,270 $1.5B
Royal Bank of Canada 0.25% Add +0.6% 2,512,046 $1.4B
Nuveen, LLC 0.35% Add +2.5% 2,309,181 $1.3B
Capital International Investors 0.19% New 2,138,909 $1.2B
Wells Fargo & Company 0.23% Add +0.5% 2,008,129 $1.2B
Massachusetts Financial Services Co. 0.34% Add +0.3% 1,835,924 $1.1B
Amundi 0.30% Reduce -27.9% 1,714,140 $982.0M
Deutsche Bank AG 0.27% Add +7.6% 1,450,183 $830.8M
Voya Investment Management LLC 0.92% Reduce -19.8% 1,426,384 $817.1M
Sumitomo Mitsui Trust Group, Inc. 0.46% Reduce -8.5% 1,352,474 $774.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.52% Add +3.6% 1,290,529 $772.3M
Capital Wealth Planning, LLC 4.94% Reduce -19.1% 1,309,210 $763.5M
Swiss National Bank 0.44% Reduce -5.3% 1,283,780 $735.4M
UBS Group AG 0.15% Reduce -22.2% 1,280,001 $733.3M
Barclays PLC 0.26% Reduce -2.5% 1,147,830 $657.6M
Ameriprise Financial Inc. 0.14% Reduce -12.5% 1,046,549 $599.7M
LPL Financial LLC 0.16% Add +4.1% 1,023,220 $586.2M
Raymond James Financial Inc. 0.18% Reduce -0.4% 1,019,075 $583.9M
HSBC Holdings PLC 0.33% Add +10.3% 1,012,216 $580.2M
National Pension Service 0.42% Reduce -4.5% 979,008 $560.8M
Alliancebernstein L.P. 0.16% Reduce -4.5% 883,063 $505.9M
Primecap Management Co. 0.38% Reduce -30.7% 880,170 $504.2M
California Public Employees Retirement System 0.29% Reduce -2.7% 876,488 $502.1M
Franklin Resources Inc. 0.12% Add +70.2% 873,720 $500.5M
Neuberger Berman Group LLC 0.36% Reduce -1.0% 850,225 $487.1M
Rhumbline Advisers 0.38% Reduce -4.4% 815,175 $467.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.39% Reduce -27.4% 773,176 $442.9M
Bank of Montreal 0.18% Add +14.7% 757,187 $433.8M
California State Teachers Retirement System 0.42% Reduce -1.4% 726,058 $415.9M
BNP Paribas Financial Markets 0.27% Add +27.4% 724,580 $415.1M
American Century Companies Inc. 0.18% Reduce -13.1% 638,692 $365.9M
HighTower Advisors, LLC 0.40% Reduce -4.5% 632,814 $362.5M
Victory Capital Management Inc. 0.20% Reduce -11.6% 620,359 $355.4M
Stifel Financial Corp. 0.31% Reduce -1.1% 605,482 $346.9M
Principal Financial Group Inc. 0.17% Reduce -3.6% 566,459 $324.5M
Corient Private Wealth LP 0.44% Add +59.7% 563,306 $322.8M
Thrivent Financial for Lutherans 0.58% Reduce -5.6% 557,202 $319.3M
Bank Julius Baer & Co. Ltd, Zurich 0.87% Add +3.4% 549,879 $315.4M
TD Asset Management Inc 0.25% Add +137.4% 549,364 $314.7M
New York State Common Retirement Fund 0.40% Reduce -9.8% 525,478 $301.0M
Prudential Financial Inc. 0.36% Add +73.6% 520,658 $298.3M
ProShare Advisors LLC 0.52% Reduce -9.9% 511,860 $293.2M
Citigroup Inc. 0.20% Reduce -28.4% 509,924 $292.1M
Fifth Third Bancorp 0.92% Add +0.8% 504,190 $288.8M
Aberdeen Group plc 0.44% Reduce -1.1% 494,496 $283.3M
Toronto Dominion Bank 0.50% Add +1.1% 493,690 $282.8M
US Bancorp \de 0.33% Reduce -3.0% 490,854 $281.2M
Schroder Investment Management Group 0.21% Reduce -11.6% 487,620 $279.3M
Alphinity Investment Management Pty Ltd 2.55% New 440,246 $252.2M
SG Americas Securities, LLC 0.33% Reduce -13.8% 433,011 $248.1M
Envestnet Asset Management Inc. 0.07% Reduce -9.2% 432,262 $247.6M
Caisse de depot et placement du Quebec 0.41% Add +12.3% 424,849 $243.4M
Zacks Investment Management 1.90% Reduce -0.1% 421,914 $241.7M
State Board of Administration of Florida Retirement System 0.42% Reduce -1.9% 411,912 $236.0M
Canada Pension Plan Investment Board 0.16% Reduce -19.2% 408,133 $233.8M
Bessemer Group Inc. 0.36% Add +1918.2% 406,478 $232.9M
Bank of Nova Scotia 0.35% Reduce -7.7% 406,004 $232.6M
Aviva PLC 0.39% Add +5.5% 405,333 $232.2M
National Bank of Canada 0.24% Reduce -44.4% 401,658 $230.1M
Focus Partners Wealth 0.26% Add +24.4% 395,641 $226.6M
Korea Investment CORP 0.43% Reduce -8.1% 385,428 $220.8M
Adage Capital Partners Gp, L.L.C. 0.33% Add +17.4% 384,378 $220.2M
New York State Teachers Retirement System 0.41% Reduce -4.4% 370,628 $212.3M
Manufacturers Life Insurance Company, The 0.17% Add +17.2% 359,528 $206.0M
Creative Planning 0.15% Add +3.5% 356,019 $204.0M
Commonwealth Equity Services, LLC 0.27% Reduce -7.2% 355,496 $203.7M
Mackenzie Financial Corp. 0.24% Add +11.4% 345,505 $199.1M
PNC Financial Services Group, Inc. 0.11% Reduce -3.2% 347,360 $199.0M
Natixis Advisors, LLC 0.28% Add +7.2% 346,912 $198.7M
Rockefeller Capital Management L.P. 0.36% Add +22.2% 346,392 $198.4M
Susquehanna International Group, LLP 0.26% Add +153.1% 331,651 $190.0M
Markel Group 1.50% No change 328,650 $188.3M
Citadel Advisors 0.13% Reduce -37.8% 326,055 $186.8M
Mariner, LLC 0.22% Add +5.2% 322,922 $185.0M
Baird Financial Group, Inc. 0.29% Add +0.6% 321,502 $184.2M
Nomura Asset Management Co. Ltd. 0.46% Add +10.4% 313,622 $179.7M
CANADA LIFE ASSURANCE Co 0.31% Add +8.4% 311,979 $178.8M
Eurizon Capital SGR S.p.A. 0.55% — 310,130 $177.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.39% Reduce -0.2% 307,405 $176.1M
Pictet Asset Management Holding SA 0.17% Reduce -29.8% 307,291 $176.0M
Osaic Holdings, Inc. 0.25% Reduce -9.7% 303,166 $173.9M
FIL Ltd 0.13% Reduce -48.3% 301,209 $172.6M
Asset Management One Co., Ltd. 0.47% Reduce -0.5% 289,298 $167.4M
Cetera Investment Advisers 0.18% Add +4.5% 287,922 $164.9M
AQR Capital Management 0.09% Add +16.3% 286,509 $164.1M
Nordea Investment Management AB 0.13% Reduce -29.9% 271,038 $156.0M
Cerity Partners LLC 0.23% Add +5.0% 270,926 $155.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.25% Reduce -4.4% 267,333 $151.4M
Quantinno Capital Management LP 0.30% Add +34.7% 260,665 $149.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.32% Reduce -0.3% 259,706 $148.8M
Mitsubishi UFJ Trust & Banking Corp 0.35% Add +15.1% 257,686 $147.6M
First Trust Advisors LP 0.11% Reduce -23.2% 256,753 $147.1M
Empower Advisory Group, LLC 0.39% Reduce -5.6% 252,716 $144.8M
Royal London Asset Management Ltd. 0.30% Reduce -0.7% 252,109 $144.4M
Alecta Tjanstepension Omsesidigt 0.63% Reduce -24.4% 248,500 $142.3M
Janney Montgomery Scott LLC 0.32% Add +1.6% 246,551 $141.2M
State of Wisconsin Investment Board 0.32% Reduce -2.5% 245,658 $140.7M
Chevy Chase Trust Holdings, LLC 0.38% Reduce -0.7% 242,525 $138.9M
Keybank National Association 0.49% Add +7.5% 237,373 $136.0M
Retirement Systems of Alabama 0.43% Reduce -0.2% 233,677 $133.9M
NewEdge Advisors, LLC 0.49% Add +11.4% 233,659 $133.9M
Two Sigma Advisers, LP 0.25% Reduce -56.8% 227,060 $130.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.15% Add +139.1% 221,000 $126.7M
DekaBank Deutsche Girozentrale 0.22% No change 326,603 $124.7M
Cambridge Investment Research Advisors, Inc. 0.32% Add +2.9% 213,923 $122.5M
Swedbank AB 0.12% Reduce -38.2% 213,476 $122.3M
Truist Financial Corp. 0.16% Reduce -1.4% 211,449 $121.1M
Commerce Bank 0.67% Add +73.2% 211,002 $120.9M
Menora Mivtachim Holdings LTD. 0.56% No change 207,500 $118.9M
Balyasny Asset Management L.P. 0.23% Reduce -40.7% 206,178 $118.1M
Danske Bank A/S 0.27% Reduce -7.7% 204,059 $116.9M
Tidal Investments LLC 0.49% Add +4.4% 202,607 $116.1M
Kestra Advisory Services, LLC 0.48% Add +9.3% 202,090 $115.8M
Credit Agricole S A 0.32% Add +15.7% 200,835 $115.1M
Bollard Group LLC 3.02% Reduce -11.6% 200,490 $114.9M
M&T Bank Corp 0.37% Reduce -0.4% 199,603 $114.3M
Northwestern Mutual Wealth Management Co. 0.07% Reduce -12.8% 194,886 $111.6M
Treasurer of the State of North Carolina 0.36% Reduce -6.8% 194,018 $111.1M
Public Employees Retirement System of Ohio 0.34% Add +1.0% 193,054 $110.6M
State of Tennessee, Department of Treasury 0.35% Reduce -0.9% 165,794 $109.0M
O'shaughnessy Asset Management, LLC 0.59% Reduce -15.2% 186,094 $106.6M
Connor, Clark & Lunn Investment Management Ltd. 0.27% Reduce -16.9% 182,453 $104.5M
Nisa Investment Advisors, LLC 0.34% Add +6.2% 179,237 $102.7M
Ensign Peak Advisors, Inc 0.18% Reduce -20.5% 178,875 $102.5M
Swiss Life Asset Management Ltd 0.52% Reduce -1.1% 178,797 $102.4M
Zurich Insurance Group Ltd 0.71% Reduce -1.9% 178,067 $102.0M
Allianz Asset Management GmbH 0.12% Reduce -28.6% 177,578 $101.7M
Sequoia Financial Advisors, LLC 0.57% Add +0.3% 177,241 $101.5M
Russell Investments Group, Ltd. 0.11% Reduce -0.3% 176,891 $101.5M
STRS Ohio 0.37% Add +17.2% 174,828 $100.2M
Sei Investments Co. 0.10% Add +51.6% 174,713 $100.1M
Rathbones Group PLC 0.39% Reduce -13.3% 172,709 $98.9M
Wealth Enhancement Advisory Services, LLC 0.13% Reduce -1.1% 157,290 $98.5M
Daiwa Securities Group Inc. 0.32% Add +3.2% 171,467 $98.2M
Teacher Retirement System of Texas 0.34% Add +9.7% 170,618 $97.7M
Capula Management Ltd 0.63% Add +31735.2% 170,000 $97.4M
Cibc World Market Inc. 0.17% Add +12.7% 169,318 $97.0M
Midwest Trust Co 1.16% Reduce -4.3% 162,359 $93.0M
State of New Jersey Common Pension Fund D 0.33% Reduce -2.8% 160,968 $92.2M
Mercer Global Advisors Inc. 0.14% Add +11.6% 156,535 $92.1M
Freestone Grove Partners LP 0.66% New 158,274 $90.7M
Gateway Investment Advisers LLC 0.84% Reduce -0.1% 156,896 $89.9M
KBC Group NV 0.20% Add +6.0% 155,227 $88.9M
Resona Asset Management Co.,Ltd. 0.42% Reduce -4.6% 151,334 $86.9M
Healthcare of Ontario Pension Plan Trust Fund 0.15% Reduce -34.9% 151,500 $86.8M
MML Investors Services, LLC 0.21% Reduce -2.4% 148,909 $85.3M
Lansforsakringar Fondforvaltning AB (publ) 0.42% Add +0.1% 148,704 $85.2M
Erste Asset Management GmbH 0.70% Add +6.0% 144,644 $83.4M
Captrust Financial Advisors 0.15% Add +5.6% 141,582 $81.1M
Commerzbank Aktiengesellschaft 1.61% Reduce -8.2% 138,161 $79.1M
Huntington National Bank 0.64% Reduce -0.2% 137,570 $78.8M
Arizona State Retirement System 0.41% Reduce -3.6% 132,423 $75.9M
State of Michigan Retirement System 0.36% Reduce -2.5% 130,472 $74.7M
Atalanta Sosnoff Capital, LLC 1.46% New 130,450 $74.7M
Sanctuary Advisors, LLC 0.39% Add +0.4% 126,167 $72.3M
Handelsbanken Fonder AB 0.22% Add +23.4% 125,384 $71.8M
Alpha Cubed Investments, LLC 2.46% Reduce -22.1% 125,238 $71.7M
HM Payson & Co. 1.01% Reduce -0.5% 124,445 $71.3M
Czech National Bank 0.46% Add +3.7% 123,400 $70.7M
Jennison Associates LLC 0.04% Reduce -48.1% 122,936 $70.4M
Gotham Asset Management 0.26% Add +5.0% 122,473 $70.2M
Van Eck Associates Corp. 0.06% Reduce -78.4% 120,732 $69.2M
Heritage Investors Management Corp. 2.01% Reduce -3.9% 120,567 $69.1M
Jane Street Group, LLC 0.08% Reduce -69.3% 119,652 $68.5M
Jones Financial Companies LLLP 0.04% Add +10.4% 118,964 $68.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.57% Reduce -3.7% 117,924 $67.6M
Polar Capital Holdings Plc 0.31% Add +72.2% 117,615 $67.4M
Mirae Asset Global Investments Co., Ltd. 0.19% Add +13.1% 117,503 $67.3M
Cwm, LLC 0.18% Add +16.0% 117,356 $67.2M
Skandinaviska Enskilda Banken AB (publ) 0.27% Reduce -1.4% 116,963 $67.0M
Blair William & Co. 0.18% Add +0.6% 116,252 $66.6M
Janus Henderson Group PLC 0.03% Add +0.1% 115,926 $66.4M
Meyer Handelman Co. 2.08% Reduce -3.2% 115,721 $66.3M
Fort Washington Investment Advisors Inc. 0.35% Reduce -27.0% 115,166 $66.0M
MetLife Investment Management, LLC 0.32% Reduce -3.4% 114,855 $65.8M
CIBC Asset Management Inc 0.16% Add +68.4% 113,880 $65.2M
Pinnacle Associates Ltd. 0.82% Reduce -0.8% 112,090 $64.2M
Rwa Wealth Partners, LLC 0.69% Add +1.9% 109,833 $62.9M
Vest Financial, LLC 0.80% Reduce -21.8% 109,763 $62.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.32% Reduce -3.2% 108,855 $62.4M
Bradley Foster & Sargent Inc. 0.90% Reduce -0.5% 107,186 $61.4M
S&co Inc. 3.75% Reduce -6.0% 105,396 $60.4M
Steward Partners Investment Advisory, LLC 0.33% Add +2.8% 103,773 $59.4M
Banco Santander, S.A. 0.45% Add +6.2% 103,741 $59.4M
TD Waterhouse Canada Inc. 0.36% Add +63.2% 101,065 $57.9M
Mediolanum International Funds Ltd 0.58% Reduce -17.9% 99,983 $57.7M
Clearstead Advisors, LLC 0.73% Reduce -3.8% 100,749 $57.7M
Wesleyan Assurance Society 3.32% No change 100,379 $57.5M
Paralel Advisors LLC 2.23% No change 100,000 $57.3M
&partners 0.30% Add +19.9% 99,386 $57.0M
Millennium Management 0.04% Reduce -75.5% 98,905 $56.7M
Gabelli Funds LLC 0.39% Reduce -3.0% 98,140 $56.2M
Rheos Capital Works Inc. 3.56% Add +38.6% 97,000 $55.6M
Calamos Advisors LLC 0.32% Reduce -3.8% 95,705 $54.8M
Cresset Asset Management, LLC 0.23% Reduce -0.5% 95,044 $54.4M
NEOS Investment Management LLC 0.31% Add +16.0% 94,859 $54.3M
Aptus Capital Advisors, LLC 0.45% Add +2.4% 92,625 $53.1M
Allworth Financial LP 0.22% Add +18.1% 92,331 $52.9M
IFM Investors Pty Ltd 0.44% Add +0.6% 91,887 $52.6M
Busey Bank 1.39% Reduce -2.8% 91,750 $52.6M
QRG Capital Management, Inc. 0.58% Add +13.2% 91,604 $52.5M
Mesirow Financial Investment Management, Inc. 1.07% Reduce -2.5% 91,120 $52.2M
Amalgamated Bank 0.37% Reduce -2.2% 89,889 $51.5M
Natixis 0.20% Reduce -27.2% 89,048 $51.0M
Comerica Bank 0.20% Reduce -7.7% 88,491 $50.7M
Prospera Financial Services Inc 0.83% Add +23.4% 88,450 $50.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.08% Add +16.6% 86,999 $49.9M
Old Republic International Corp. 1.98% Reduce -51.7% 85,500 $49.0M
BI Asset Management Fondsmaeglerselskab A/S 0.43% Reduce -2.8% 84,883 $48.6M
Capital International, Inc. 0.38% Add +27.1% 84,616 $48.5M
HRT Financial LP 0.15% New 83,563 $47.9M
Edmond DE Rothschild Holding S.A. 0.68% Reduce -15.0% 83,306 $47.7M
Private Advisor Group, LLC 0.22% Add +3.7% 83,274 $47.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.25% Add +22.8% 83,131 $47.6M
Yousif Capital Management, LLC 0.52% Reduce -4.8% 75,613 $47.6M
D.A. Davidson & Co. 0.29% Reduce -2.0% 82,322 $47.2M
NorthCrest Asset Manangement, LLC 1.05% Add +2.0% 76,492 $47.1M
Brown Advisory Inc. 0.07% Reduce -6.0% 81,479 $46.7M
Tocqueville Asset Management L.P. 0.68% Add +0.5% 81,363 $46.6M
Fred Alger Management, LLC 0.18% Reduce -19.2% 80,972 $46.4M
Lido Advisors, LLC 0.18% Add +0.5% 92,859 $45.9M
Willis Investment Counsel 2.37% Add +2.8% 79,891 $45.8M
Woodline Partners LP 0.18% Add +29.0% 79,855 $45.7M
Vontobel Holding Ltd. 0.15% Reduce -17.2% 79,293 $45.4M
Country Trust Bank 0.82% Reduce -11.2% 78,910 $45.2M
Advisors Capital Management, LLC 0.52% Reduce -0.3% 76,876 $44.0M
Vanguard Personalized Indexing Management, LLC 0.43% Add +4.8% 76,875 $44.0M
Ilmarinen Mutual Pension Insurance Co 0.35% Add +8.5% 76,800 $44.0M
Utah Retirement Systems 0.42% Reduce -0.0% 76,503 $43.8M
Varma Mutual Pension Insurance Co 0.26% Reduce -2.7% 76,416 $43.8M
Levin Capital Strategies, L.P. 3.74% Reduce -0.8% 75,245 $43.1M
Xponance LLC 0.32% Add +11.8% 74,942 $42.9M
Electron Capital Partners, LLC 1.99% New 74,761 $42.8M
True Freedom Investing, LLC 2.90% New 74,161 $42.5M
J. Safra Sarasin Holding AG 0.69% Add +7.3% 73,857 $42.3M
Beacon Pointe Advisors, LLC 0.30% Reduce -0.9% 73,542 $42.1M
CSM Advisors, LLC 1.14% Add +0.8% 72,852 $41.7M
Macquarie Group Ltd. 0.18% Reduce -20.0% 72,394 $41.4M
Badgley Phelps Wealth Managers, LLC 0.75% Add +3.9% 71,597 $41.0M
Police & Firemen's Retirement System of New Jersey 0.34% Reduce -5.0% 70,990 $40.7M
Marco Investment Management LLC 3.05% Reduce -0.5% 70,935 $40.6M
Vaughan David Investments LLC 0.88% Reduce -2.0% 70,898 $40.6M
Oppenheimer & Co. Inc. 0.57% Add +8.9% 70,526 $40.4M
Wealthfront Advisers LLC 0.09% Add +6.2% 70,350 $40.3M
B. Metzler seel. Sohn & Co. AG 0.35% Add +17.9% 69,694 $39.9M
Glenview Trust Co 0.61% Add +1.2% 69,315 $39.7M
Minneapolis Portfolio Management Group, LLC 4.52% Reduce -24.2% 69,216 $39.7M
Fayez Sarofim & Co 0.09% Add +0.2% 68,853 $39.4M
Pinebridge Investments LLC 0.29% — 68,396 $39.2M
Ausdal Financial Partners, Inc. 1.82% Reduce -4.0% 68,295 $39.1M
Regions Financial Corp. 0.25% Reduce -12.1% 67,334 $38.6M
Nippon Life Global Investors Americas, Inc. 1.60% Add +58.4% 67,260 $38.5M
Ofi Invest Asset Management 0.55% Add +5.4% 77,958 $38.2M
Peapack Gladstone Financial Corp. 0.48% Reduce -4.1% 66,486 $38.1M
ING Groep NV 0.23% Reduce -14.8% 66,441 $38.1M
Aventail Capital Group, LP 2.17% Add +48.0% 65,724 $37.7M
Cibc World Markets Corp. 0.19% — 65,318 $37.4M
UMB Bank, n.a. 0.49% Add +39.8% 64,643 $37.0M
New York Life Investment Management LLC 0.32% Add +0.8% 64,147 $36.7M
Pathstone Holdings, LLC 0.14% Reduce -1.6% 63,795 $36.5M
Factory Mutual Insurance Co. 0.37% Reduce -0.8% 63,600 $36.4M
Scotia Capital Inc. 0.15% Add +6.5% 63,399 $36.3M
Rakuten Investment Management, Inc. 0.12% Add +408.6% 61,583 $35.6M
Bridgewater Associates 0.13% New 62,157 $35.6M
Lord, Abbett & Co. LLC 0.11% New 62,065 $35.6M
Man Group plc 0.07% Reduce -59.7% 61,907 $35.5M
Fiduciary Trust Co 0.40% Reduce -4.6% 61,871 $35.4M
Hudson Bay Capital Management LP 0.22% Add +2475.4% 61,500 $35.2M
Jupiter Asset Management Ltd. 0.28% Add +13745.4% 61,335 $35.1M
Nissay Asset Management Corp. /Japan 0.18% Add +1.4% 61,151 $35.0M
Brookstone Capital Management 0.40% Reduce -0.6% 61,031 $35.0M
Public Sector Pension Investment Board 0.12% Add +50.2% 60,727 $34.8M
Nichols & Pratt Advisers LLP 2.16% Reduce -15.4% 60,392 $34.6M
Public Employees Retirement Association of Colorado 0.13% Reduce -0.3% 60,156 $34.5M
Blackhill Capital Inc. 1.77% No change 60,000 $34.4M
Dakota Wealth Management 0.61% Reduce -7.0% 59,590 $34.1M
Main Street Research LLC 1.95% Add +1833.1% 59,559 $34.1M
Ethic Inc. 0.52% Add +2.4% 59,206 $33.9M
Westchester Capital Management, Inc. 7.00% Reduce -4.4% 59,102 $33.9M
Teachers Retirement System of the State of Kentucky 0.25% Reduce -1.0% 58,880 $33.7M
Oppenheimer Asset Management Inc. 0.41% Add +6.5% 58,698 $33.6M
USS Investment Management Ltd 0.17% No change 58,354 $33.4M
Stephens Inc. 0.42% Reduce -4.8% 58,243 $33.4M
Verition Fund Management LLC 0.19% Add +184.2% 57,891 $33.2M
Conning Inc. 1.17% Reduce -29.3% 57,579 $33.0M
Beacon Investment Advisory Services, Inc. 1.34% Add +103.0% 57,120 $32.7M
MAI Capital Management 0.19% Add +23.9% 56,714 $32.5M
Capital Fund Management S.A. 0.30% Reduce -48.8% 56,205 $32.2M
Mutual of America Capital Management LLC 0.34% Reduce -1.2% 55,993 $32.1M
Delta Asset Management LLC 2.75% Reduce -2.7% 55,769 $31.9M
Moran Wealth Management, LLC 0.98% Reduce -6.3% 55,630 $31.9M
ASR Vermogensbeheer N.V. 0.37% Reduce -0.9% 55,573 $31.8M
Pinnacle Financial Partners, Inc. 0.24% — 55,250 $31.7M
Covalis Capital LLP 2.46% Reduce -15.9% 55,074 $31.6M
Walleye Capital LLC 0.19% Reduce -15.9% 54,535 $31.2M
Allspring Global Investments Holdings, LLC 0.05% Reduce -39.7% 52,185 $31.2M
MassMutual Private Wealth & Trust, FSB 0.80% Reduce -4.8% 54,331 $31.1M
Guggenheim Capital LLC 0.23% Add +1.4% 53,927 $30.9M
Oregon Public Employees Retirement Fund 0.39% Add +0.1% 53,537 $30.7M
Van Lanschot Kempen Investment Management N.V. 0.26% Add +43.4% 53,480 $30.6M
Trexquant Investment LP 0.27% Reduce -58.2% 53,278 $30.5M
D. E. Shaw & Co. 0.02% Reduce -67.5% 53,254 $30.5M
Federation des caisses Desjardins du Quebec 0.12% Reduce -5.1% 53,024 $30.4M
Congress Asset Management Co. 0.21% Reduce -2.2% 52,871 $30.3M
Baker Avenue Asset Management, LP 0.69% Reduce -1.1% 52,113 $29.9M
Albar Capital Partners LLP 7.05% Add +51.4% 52,034 $29.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.18% Reduce -39.3% 51,812 $29.7M
OP Asset Management Ltd 0.35% Add +0.1% 51,514 $29.5M
CCM Investment Advisers LLC 2.82% Reduce -7.0% 51,365 $29.4M
BLI - Banque de Luxembourg Investments 0.86% Reduce -2.8% 50,895 $29.4M
Callahan Advisors, LLC 2.40% Reduce -6.5% 50,869 $29.1M
Richard C. Young & CO., LTD. 2.61% Reduce -1.9% 50,807 $29.1M
Vident Advisory, LLC 0.27% Add +22.6% 50,797 $29.1M
Fullerton Fund Management Co Ltd. 1.26% Reduce -82.3% 50,376 $28.9M
KCM Investment Advisors LLC 0.92% Reduce -1.1% 49,619 $28.4M
Independent Advisor Alliance 0.69% Add +6.2% 49,590 $28.4M
Whittier Trust Co. 0.31% Reduce -3.4% 45,508 $28.4M
HighPoint Advisor Group LLC 0.62% Add +37.1% 49,473 $28.3M
Salem Investment Counselors Inc. 0.79% Reduce -4.1% 49,130 $28.1M
Wharton Business Group, LLC 1.06% Reduce -2.2% 48,473 $27.8M
Waverly Advisors, LLC 0.22% Add +87.3% 48,166 $27.6M
Allianz SE 0.35% No change 47,764 $27.4M
LaFleur & Godfrey LLC 3.30% Reduce -6.6% 47,543 $27.2M
Inspire Investing, LLC 2.44% Reduce -0.2% 47,315 $27.1M
Mizuho Markets Americas LLC 0.58% Add +7096.5% 47,281 $27.1M
Union Bancaire Privee, UBP SA 0.32% Add +11.4% 52,626 $27.0M
Cutler Investment Counsel LLC 2.81% Reduce -22.6% 47,154 $27.0M
State of Alaska, Department of Revenue 0.28% Reduce -7.1% 46,788 $26.8M
Generali Asset Management SPA SGR 0.54% Add +8.5% 46,526 $26.7M
Bar Harbor Wealth Management 1.54% Reduce -0.8% 46,426 $26.6M
Silvercrest Asset Management Group LLC 0.18% Reduce -11.9% 45,931 $26.3M
Robeco Institutional Asset Management B.V. 0.04% Add +95.7% 45,896 $26.3M
Harvest Portfolios Group Inc. 0.46% Reduce -10.9% 45,838 $26.3M
Integrated Advisors Network LLC 1.16% Reduce -1.3% 45,662 $26.2M
Savant Capital, LLC 0.15% Reduce -1.4% 45,470 $26.0M
HB Wealth Management, LLC 0.17% Add +1.8% 45,409 $26.0M
American Assets Investment Management, LLC 1.78% No change 45,000 $25.8M
Glenmede Trust Co. NA 0.12% — 44,878 $25.7M
DAVENPORT & Co LLC 0.14% Reduce -2.5% 44,778 $25.7M
Capitolis Liquid Global Markets LLC 0.15% Add +123.0% 44,600 $25.6M
Henshaw Capital LLC 0.91% No change 44,335 $25.4M
TruWealth Advisors, LLC 1.24% Add +0.1% 44,226 $25.3M
United Capital Financial Advisors, LLC 0.15% Reduce -1.8% 44,190 $25.3M
Investment Management Corp of Ontario 0.33% Add +33.9% 43,855 $25.1M
First National Trust Co 0.83% Reduce -0.7% 43,448 $24.9M
CIBC Private Wealth Group LLC 0.04% Add +2.6% 43,404 $24.9M
Merit Financial Group, LLC 0.20% Add +27.4% 42,512 $24.4M
Pacer Advisors, Inc. 0.07% Add +10.9% 42,458 $24.3M
Benjamin Edwards Inc. 0.27% Add +2.1% 42,356 $24.3M
Segment Wealth Management, LLC 1.40% Reduce -0.5% 42,166 $24.2M
iA Global Asset Management Inc. 0.31% Add +58.1% 42,162 $24.2M
Rafferty Asset Management, LLC 0.08% Reduce -1.1% 41,688 $23.9M
Stillwater Capital Advisors, LLC 2.56% Reduce -0.6% 41,550 $23.8M
Summit Trail Advisors, LLC 0.41% Reduce -1.8% 41,407 $23.7M
Kestra Private Wealth Services, LLC 0.29% Reduce -4.4% 41,320 $23.7M
NBT Bank, N.A. 1.53% Reduce -0.5% 30,953 $23.7M
Noesis Capital Mangement Corp. 3.43% Reduce -1.9% 41,242 $23.6M
Associated Banc-Corp 0.60% Reduce -1.9% 41,160 $23.6M
Allied Investment Advisors, LLC 3.64% Reduce -5.6% 41,070 $23.5M
Culbertson A N & Co. Inc. 3.21% Add +0.6% 40,895 $23.4M
Dodge & Cox 0.01% Reduce -0.2% 40,724 $23.3M
Welch Group, LLC 0.90% Reduce -0.2% 40,627 $23.3M
SlateStone Wealth, LLC 1.92% Add +1.2% 39,951 $22.9M
Birmingham Capital Management Co. Inc. 10.05% Reduce -0.4% 39,830 $22.8M
Atwater Malick LLC 6.27% Reduce -4.5% 39,666 $22.7M
Park National Corp. 0.70% Add +441.3% 38,928 $22.3M
Clear Harbor Asset Management, LLC 1.51% Reduce -1.1% 38,543 $22.1M
Parsons Capital Management Inc. 1.21% Reduce -1.1% 38,411 $22.0M
Quilter Plc 0.37% Reduce -0.8% 38,358 $22.0M
Tema ETFs LLC 1.70% Add +9.0% 38,221 $21.9M
Orion Porfolio Solutions, LLC 0.16% Add +4.7% 38,002 $21.8M
Florida Trust Wealth Management Co 0.60% Add +0.4% 37,931 $21.7M
Norinchukin Bank, The 0.25% Add +5.0% 37,881 $21.7M
Advisory Services Network, LLC 0.31% Reduce -6.7% 37,849 $21.7M
Concurrent Investment Advisors, LLC 0.25% Add +61.9% 37,741 $21.6M
Clifford Swan Investment Counsel LLC 0.72% Add +1.1% 37,660 $21.6M
FineMark National Bank & Trust 0.67% Reduce -2.0% 37,612 $21.5M
Janney Capital Management LLC 1.35% Reduce -1.9% 37,449 $21.5M
Lyell Wealth Management, LP 1.54% Reduce -1.6% 37,245 $21.3M
Pittenger & Anderson Inc. 0.82% Reduce -0.0% 37,065 $21.2M
Capital Investment Advisors, LLC 0.32% Reduce -2.5% 36,970 $21.2M
Braun Stacey Associates Inc. 0.69% Add +50.0% 36,905 $21.1M
Whittier Trust Co. of Nevada Inc. 0.44% Reduce -1.4% 33,756 $21.0M
Stockman Wealth Management, Inc. 2.45% Reduce -6.4% 36,606 $21.0M
Marshall Wace, LLP 0.02% Reduce -15.4% 36,552 $20.9M
CENTRAL TRUST Co 0.41% Reduce -3.5% 36,508 $20.9M
Candriam S.C.A. 0.10% Add +11.8% 36,497 $20.9M
Artisan Partners Limited Partnership 0.03% New 36,479 $20.9M
Lee Danner & Bass Inc. 1.49% Add +0.8% 36,370 $20.8M
Meridian Wealth Management, LLC 0.73% Reduce -4.4% 36,278 $20.8M
Kepler Cheuvreux (Suisse) SA 1.17% New 36,206 $20.7M
Allstate Corp. 0.28% Add +108.3% 35,732 $20.5M
Jacobs & Co. 1.91% Reduce -6.5% 35,351 $20.3M
Americana Partners, LLC 0.55% Add +12.4% 35,218 $20.2M
Manning & Napier Advisors LLC 0.26% Reduce -17.9% 34,596 $20.0M
Mizuho Securities USA LLC 0.32% Reduce -0.1% 34,075 $19.6M
ARK Investment Management 0.13% Add +9.7% 34,168 $19.6M
Greenwood Gearhart LLC 1.08% Reduce -5.5% 34,136 $19.6M
Jamison Private Wealth Management, Inc. 2.41% Reduce -0.5% 33,770 $19.3M
Citizens Financial Group Inc. 0.26% Add +9.2% 33,679 $19.3M
UniSuper Management Pty Ltd 0.11% Reduce -2.2% 33,499 $19.2M
Vantage Investment Partners, LLC 1.26% Reduce -10.6% 33,063 $18.9M
Turtle Creek Wealth Advisors, LLC 1.49% Add +8.0% 33,037 $18.9M
LS Investment Advisors, LLC 2.65% Reduce -5.9% 33,030 $18.9M
Groupe la Francaise 0.27% Add +92.5% 33,035 $18.8M
King Luther Capital Management Corp. 0.08% Add +76.3% 32,631 $18.7M
Ieq Capital, LLC 0.06% Reduce -10.0% 32,585 $18.7M
Farther Finance Advisors, LLC 0.19% Add +66.0% 31,684 $18.2M
Coldstream Capital Management Inc. 0.23% Add +2.4% 31,050 $17.8M
Eagle Global Advisors LLC 0.66% Add +1.0% 31,025 $17.8M
Paradiem, LLC 4.25% Reduce -6.3% 31,020 $17.8M
DRH Investments, Inc. 15.91% Reduce -0.4% 30,324 $17.4M
Banque Cantonale Vaudoise 0.62% Reduce -1.6% 30,323 $17.4M
Nomura Asset Management International Inc. 0.03% — 30,315 $17.4M
Cullinan Associates Inc. 1.18% Reduce -9.7% 30,289 $17.4M
OMERS ADMINISTRATION Corp 0.12% Reduce -5.8% 30,261 $17.3M
Freestone Capital Holdings, LLC 0.51% Reduce -2.3% 29,852 $17.1M
Assetmark, Inc. 0.03% Add +260.7% 29,334 $16.8M
Parallax Volatility Advisers, L.P. 0.58% New 29,177 $16.7M
Kentucky Retirement Systems 0.45% No change 29,072 $16.7M
Waratah Capital Advisors Ltd. 1.25% Add +12.6% 28,811 $16.5M
Dearborn Partners LLC 0.82% Reduce -1.9% 28,663 $16.4M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.68% Reduce -0.6% 28,638 $16.4M
Shelton Capital Management 0.32% Reduce -33.7% 28,352 $16.2M
Venture Visionary Partners LLC 0.53% Reduce -0.6% 28,329 $16.2M
Drexel Morgan & Co. 2.50% No change 27,886 $16.0M
BLB&B Advisors, LLC 0.67% Add +171.7% 27,886 $16.0M
Bokf, NA 0.24% Reduce -21.3% 27,878 $16.0M
Exchange Traded Concepts, LLC 0.13% Add +468.8% 27,665 $15.8M
Canada Post Corp Registered Pension Plan 0.60% Add +1.6% 27,649 $15.8M
Kanawha Capital Management LLC 1.09% Add +0.1% 27,646 $15.8M
American National Bank & Trust 1.49% Add +1.6% 27,466 $15.7M
Simmons Bank 1.05% Reduce -1.2% 27,397 $15.7M
Temasek Holdings (Private) Ltd 0.05% New 27,360 $15.7M
Prime Capital Investment Advisors, LLC 0.19% Add +7.0% 27,344 $15.7M
James Investment Research, Inc. 1.71% Reduce -3.3% 27,331 $15.7M
MidFirst Bank 1.24% — 27,191 $15.6M
Hartford Investment Management Co. 0.46% Reduce -1.5% 27,027 $15.5M
Worldquant Millennium Advisors LLC 0.06% New 26,681 $15.3M
Crossmark Global Holdings, Inc. 0.22% Reduce -33.6% 26,665 $15.3M
Intech Investment Management LLC 0.13% Reduce -19.3% 26,309 $15.1M
CX Institutional 0.45% Add +0.6% 26,202 $15.0M
Independent Wealth Network Inc. 4.58% Reduce -1.6% 26,098 $15.0M
Blue Trust, Inc. 0.17% Add +10.2% 25,869 $14.8M
Park Avenue Securities LLC 0.13% Add +18.1% 25,788 $14.8M
Hantz Financial Services, Inc. 0.22% Reduce -7.7% 25,658 $14.7M
Yaupon Capital Management LP 0.72% Reduce -68.8% 25,641 $14.7M
ExodusPoint Capital Management, LP 0.16% Add +51.0% 25,460 $14.6M
Connors Investor Services Inc. 1.26% Reduce -8.1% 25,458 $14.6M
Trifecta Capital Advisors, LLC 2.16% Add +1.7% 25,446 $14.6M
Mirae Asset Securities (usa) Inc. 0.57% New 25,164 $14.4M
Cadinha & Co. LLC 2.22% Reduce -54.8% 25,137 $14.4M
Farmers & Merchants Investments Inc. 0.40% Reduce -5.1% 25,136 $14.4M
Generali Powszechne Towarzystwo Emerytalne 2.46% No change 25,118 $14.4M
Illinois Municipal Retirement Fund 0.18% Add +44.9% 25,013 $14.3M
Sigma Planning Corp 0.39% Add +18.4% 24,811 $14.2M
Teamwork Financial Advisors, LLC 1.52% Reduce -19.5% 24,828 $14.2M
Choreo, LLC 0.18% Reduce -0.5% 24,516 $14.2M
Tufton Capital Management 2.47% Reduce -0.9% 24,701 $14.2M
First American Trust, FSB 0.97% Reduce -0.6% 24,549 $14.1M
AE Wealth Management LLC 0.08% Add +6.4% 24,514 $14.0M
LMCG Investments, LLC 0.80% Reduce -6.4% 24,486 $14.0M
Valeo Financial Advisors, LLC 0.31% Add +12.8% 24,395 $14.0M
Integris Wealth Management, LLC 3.17% Reduce -3.5% 24,344 $13.9M
Gulf International Bank (UK) Ltd 0.45% Add +0.1% 24,337 $13.9M
StoneX Group Inc. 0.60% Add +0.3% 24,265 $13.9M
Composition Wealth, LLC 0.20% Add +1.2% 24,057 $13.8M
Nomura Holdings Inc. 0.04% Add +36.5% 24,008 $13.8M
Tudor Investment Corporation 0.08% New 24,000 $13.7M
Louisiana State Employees Retirement System 0.23% Reduce -2.9% 23,900 $13.7M
Vise Technologies, Inc. 0.27% Add +36.2% 23,788 $13.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.09% Add +6.6% 23,711 $13.6M
Texas Capital Bank Wealth Management Services Inc 0.78% Add +5.2% 23,738 $13.6M
Abn Amro Investment Solutions 0.20% Add +279.5% 23,728 $13.6M
Community Bank & Trust, Waco, Texas 2.79% Reduce -4.2% 23,728 $13.6M
McGuire Investment Group, LLC 1.44% Add +0.8% 23,525 $13.5M
Arkadios Wealth Advisors 0.27% Add +8.8% 23,519 $13.5M
SteelPeak Wealth, LLC 0.44% Add +9.8% 23,456 $13.4M
Livforsakringsbolaget Skandia, Omsesidigt 0.52% Reduce -1.3% 23,452 $13.4M
Atlantic Union Bankshares Corp 0.25% Reduce -2.0% 23,438 $13.4M
Bleakley Financial Group, LLC 0.23% Add +10.0% 23,424 $13.4M
Kavar Capital Partners Group, LLC 1.85% Reduce -0.6% 23,377 $13.4M
Fusion Capital, LLC 3.74% Reduce -1.1% 23,240 $13.3M
Maryland State Retirement & Pension System 0.27% Add +0.7% 23,231 $13.3M
NLB Skladi, upravljanje premozenja, d.o.o. 0.61% — 23,223 $13.3M
Apollon Wealth Management, LLC 0.23% Reduce -6.5% 23,188 $13.3M
Crestwood Advisors Group, LLC 0.22% Add +0.1% 23,123 $13.2M
Energy Income Partners, LLC 0.24% New 23,071 $13.2M
Leonteq Securities AG 0.70% Add +10.6% 22,853 $13.1M
Cornerstone Advisors, LLC 0.44% Reduce -50.4% 22,826 $13.1M
FORA Capital, LLC 1.58% Add +3738.9% 22,765 $13.0M
Tiaa Trust, National Association 0.03% Add +1.4% 22,727 $13.0M
Kingswood Wealth Advisors, LLC 0.62% Add +1.5% 22,540 $12.9M
Summitry LLC 0.54% Add +1.7% 22,508 $12.9M
Robertson Stephens Wealth Management, LLC 0.36% Add +86.2% 22,475 $12.9M
Equitable Holdings, Inc. 0.09% Reduce -6.5% 22,422 $12.8M
Axxcess Wealth Management, LLC 0.23% Add +2.8% 22,420 $12.8M
Daiichi Life Insurance Co., Ltd. 0.33% Add +5.9% 22,414 $12.8M
J.W. Cole Advisors, Inc. 0.31% Reduce -4.7% 23,560 $12.8M
Rothschild Investment LLC 0.70% Reduce -18.4% 22,353 $12.8M
Global Retirement Partners, LLC 0.23% Add +24.1% 22,306 $12.8M
EP Wealth Advisors, LLC 0.07% — 22,257 $12.8M
Horizon Investments, LLC 0.16% Add +27.7% 22,179 $12.7M
Knights of Columbus Asset Advisors LLC 0.72% Reduce -9.8% 22,117 $12.7M
Goelzer Investment Management, Inc. 0.59% Reduce -9.0% 22,116 $12.7M
MainStreet Investment Advisors LLC 1.81% Reduce -11.0% 21,987 $12.6M
New Mexico Educational Retirement Board 0.37% Add +3.3% 21,902 $12.5M
Sigma Investment Counselors Inc. 0.64% Reduce -13.6% 21,850 $12.5M
Principle Wealth Partners LLC 0.70% Add +1.5% 21,733 $12.4M
Elo Mutual Pension Insurance Co 0.19% Reduce -12.1% 21,730 $12.4M
Spire Wealth Management 0.42% Add +68.6% 21,725 $12.4M
Narwhal Capital Management 0.90% Reduce -5.0% 21,707 $12.4M
Logan Capital Management Inc. 0.52% Reduce -5.6% 21,573 $12.4M
Capital Investment Counsel, LLC 1.71% Reduce -3.1% 21,540 $12.3M
Metis Global Partners, LLC 0.29% Reduce -5.2% 21,369 $12.2M
Wedbush Securities Inc. 0.36% Add +29.8% 21,322 $12.2M
Stratos Wealth Partners, LTD. 0.14% Reduce -7.1% 21,278 $12.2M
Dynamic Advisor Solutions LLC 0.39% Reduce -10.8% 21,244 $12.2M
Principal Securities, Inc. 0.19% Reduce -1.5% 21,191 $12.1M
Acadian Asset Management LLC 0.02% Add +7185.5% 21,128 $12.1M
Prudential PLC 0.10% Add +122.0% 21,075 $12.1M
Laird Norton Wetherby Trust Company, LLC 0.25% New 20,976 $12.0M
Wesbanco Bank Inc. 0.33% Reduce -1.0% 20,901 $12.0M
City Holding Co. 1.47% Reduce -0.6% 20,804 $11.9M
Shelter Mutual Insurance Co 2.65% Reduce -32.6% 20,730 $11.9M
Ashton Thomas Private Wealth, LLC 0.29% Add +1.8% 20,619 $11.8M
Ferguson Wellman Capital Management, Inc. 0.19% Reduce -1.6% 20,618 $11.8M
Knuff & Co LLC 3.47% No change 20,569 $11.8M
Compass Capital Management, Inc. 0.65% Reduce -25.3% 20,560 $11.8M
Citizens National Bank Trust Department 2.03% Reduce -2.4% 20,518 $11.8M
Howe & Rusling Inc. 0.78% Reduce -2.3% 20,488 $11.7M
Griffin Asset Management, Inc. 1.27% Reduce -0.9% 20,478 $11.7M
Searle & Co. 3.01% Reduce -0.3% 20,375 $11.7M
Forvis Mazars Wealth Advisors, LLC 0.22% Reduce -0.5% 20,310 $11.6M
Boit C F David 5.02% Reduce -3.6% 18,800 $11.6M
F/m Investments LLC 0.44% Reduce -7.2% 20,167 $11.6M
Cary Street Partners Financial LLC 0.29% Add +13.4% 20,117 $11.5M
EagleClaw Capital Managment, LLC 1.67% Reduce -1.2% 20,090 $11.5M
Central Bank & Trust Co. 1.78% Reduce -2.2% 20,085 $11.5M
Parcion Private Wealth LLC 0.69% Reduce -2.2% 19,814 $11.4M
Sentry LLC 3.10% Reduce -0.3% 19,778 $11.3M
Sagespring Wealth Partners, LLC 0.21% Reduce -7.1% 19,761 $11.3M
Bailard, Inc. 0.25% Add +2.0% 19,655 $11.3M
German American Bancorp, Inc. 0.96% Reduce -1.8% 19,592 $11.2M
Callan Family Office, LLC 0.24% Add +28.7% 19,591 $11.2M
Spinnaker Trust 0.60% Add +1.0% 19,515 $11.2M
Welch & Forbes LLC 0.13% Reduce -0.2% 19,405 $11.1M
Highland Capital Management, LLC 0.55% Add +21.1% 19,404 $11.1M
Lazard Asset Management LLC 0.02% Reduce -41.4% 19,315 $11.1M
Westend Capital Management, LLC 3.09% Add +91561.9% 19,249 $11.0M
Anderson Hoagland & Co. 0.95% No change 19,187 $11.0M
MUFG Securities EMEA plc 0.13% Add +114.0% 19,185 $11.0M
Empirical Finance, LLC 0.52% Reduce -4.0% 19,128 $11.0M
First Financial Bank - Trust Division 0.90% Reduce -1.3% 19,099 $10.9M
Physicians Financial Services, Inc. 2.91% Reduce -1.8% 18,949 $10.9M
Cynosure Group, LLC 1.10% Add +8359.6% 513,754 $10.8M
Cannell & Spears LLC 0.20% Add +0.0% 18,857 $10.8M
Addenda Capital Inc. 0.32% Reduce -9.8% 18,800 $10.8M
Williams Jones Wealth Management, LLC. 0.12% Add +4.2% 18,720 $10.7M
Level Four Advisory Services, LLC 0.35% Add +3.1% 18,714 $10.7M
Caldwell Trust Co 0.95% Reduce -0.6% 18,711 $10.7M
Koshinski Asset Management, Inc. 0.69% Reduce -2.3% 18,702 $10.7M
AG2R La Mondiale Gestion D'actifs 0.47% Add +4.2% 18,629 $10.7M
Sowell Financial Services LLC 0.39% Add +55.8% 18,619 $10.7M
Mather Group, Llc. 0.11% Reduce -3.1% 18,601 $10.7M
Caprock Group, LLC 0.23% Reduce -0.3% 18,589 $10.6M
Mairs & Power Inc. 0.10% Reduce -1.4% 18,455 $10.6M
Tower Research Capital LLC (TRC) 0.26% Add +76.5% 18,419 $10.6M
Silver Oak Securities, Incorporated 0.71% Reduce -11.5% 18,265 $10.5M
Pure Financial Advisors, LLC 0.16% Add +2.8% 18,275 $10.5M
Flputnam Investment Management Co. 0.15% Add +10.0% 18,246 $10.5M
Compound Planning, Inc. 0.31% Add +5.5% 18,177 $10.4M
Munich Reinsurance Co Stock Corp in Munich 0.25% Add +51.8% 17,908 $10.3M
Northeast Investment Management 0.40% Add +0.1% 18,000 $10.3M
Fifth Third Wealth Advisors LLC 0.36% Add +2.8% 17,967 $10.3M
Mutual Advisors, LLC 0.22% Reduce -1.6% 17,954 $10.3M
Kiley Juergens Wealth Management, LLC 2.21% Reduce -0.9% 17,769 $10.2M
Aries Wealth Management 2.25% Reduce -1.2% 17,753 $10.2M
Covington Investment Advisors Inc. 1.38% Reduce -13.9% 17,672 $10.1M
CPC Advisors, LLC 1.02% Reduce -6.0% 17,670 $10.1M
Cordgrass Capital Advisors, LLC 2.43% Reduce -0.4% 17,649 $10.1M
Trajan Wealth LLC 0.42% Reduce -4.2% 17,605 $10.1M
Fourpath Capital Management, LLC 1.38% Reduce -1.3% 17,573 $10.1M
Community Bank of Raymore 6.79% Reduce -2.5% 17,435 $10.0M
OneDigital Investment Advisors LLC 0.10% Reduce -0.2% 17,229 $9.9M
Aull & Monroe Investment Management Corp 4.94% Reduce -4.2% 17,146 $9.8M
IFP Advisors, Inc 0.22% Add +9.4% 17,117 $9.8M
Davis R M Inc. 0.17% Add +75.0% 17,082 $9.8M
Integrity Alliance, Llc. 0.36% Add +33.3% 17,054 $9.8M
Mgo One Seven LLC 0.20% Add +2.4% 16,994 $9.7M
Roundview Capital LLC 0.60% Add +3.9% 16,924 $9.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.17% Add +17.0% 16,799 $9.6M
Stock Yards Bank & Trust Co. 0.29% Reduce -5.1% 16,769 $9.6M
Moors & Cabot, Inc. 0.41% Reduce -1.0% 16,618 $9.5M
Bridgelight Financial Advisors, Inc. 8.06% — 16,516 $9.5M
Atria Investments, Inc 0.11% Reduce -12.9% 16,489 $9.4M
Beese Fulmer Investment Management, Inc. 0.61% Reduce -1.2% 16,477 $9.4M
Tokio Marine Asset Management Co. Ltd. 0.32% Add +4.7% 16,443 $9.4M
AIA Group Ltd 0.14% Add +207.7% 16,400 $9.4M
Ipswich Investment Management Co., Inc. 2.17% Reduce -1.6% 16,321 $9.3M
Aquatic Capital Management LLC 0.27% New 16,291 $9.3M
Gouws Capital LLC 4.93% Add +0.8% 16,270 $9.3M
Geneos Wealth Management Inc. 0.23% Add +18.8% 16,261 $9.3M
Colonial Trust Advisors 0.70% Reduce -1.3% 16,250 $9.3M
Independent Financial Group, LLC 0.21% Add +5.8% 16,072 $9.2M
Siemens Fonds Invest GmbH 0.49% Reduce -1.0% 15,934 $9.2M
Brooklyn Investment Group 0.42% Add +85.4% 15,901 $9.2M
Equitable Trust Co. 0.41% Reduce -3.4% 16,052 $9.2M
Wealthcare Advisory Partners LLC 0.18% Add +4.8% 16,007 $9.2M
Sandhill Capital Partners LLC 0.65% Reduce -0.8% 15,962 $9.1M
Canandaigua National Bank & Trust Co. 0.82% Reduce -15.8% 15,952 $9.1M
FAS Wealth Partners, Inc. 0.59% Add +4.0% 15,900 $9.1M
North Dakota State Investment Board 0.34% — 15,875 $9.1M
Smith Salley Wealth Management 0.45% Add +4.0% 15,868 $9.1M
Guyasuta Investment Advisors Inc. 0.52% Reduce -0.7% 15,809 $9.1M
Neville Rodie & Shaw Inc. 0.64% Reduce -5.2% 15,737 $9.0M
Family Legacy, Inc. 2.69% Reduce -3.0% 15,676 $9.0M
Foster & Motley Inc. 0.47% Reduce -12.4% 15,527 $8.9M
Ascent Wealth Partners, LLC 1.02% Reduce -3.1% 15,519 $8.9M
Ritholtz Wealth Management 0.16% Add +11.1% 15,506 $8.9M
Montag A & Associates Inc. 0.41% Reduce -3.6% 15,475 $8.9M
Assenagon Asset Management S.A. 0.01% Reduce -96.3% 15,470 $8.9M
Holderness Investments Co. 1.80% Reduce -0.7% 15,447 $8.8M
U.S. Capital Wealth Advisors, LLC 0.23% Add +21.6% 15,414 $8.8M
Advocate Group LLC 1.43% Reduce -10.7% 15,409 $8.8M
SageGuard Financial Group, LLC 1.40% — 15,350 $8.8M
Community Bank, N.A. 1.04% Add +1.5% 15,301 $8.8M
First National Bank of Omaha 0.26% New 15,179 $8.8M
Greenleaf Trust 0.08% Add +2.5% 15,286 $8.8M
Wilmington Savings Fund Society, FSB 0.21% Add +6.9% 15,282 $8.8M
Signet Financial Management, LLC 0.98% Reduce -31.7% 15,234 $8.7M
Leavell Investment Management, Inc. 0.36% Add +0.5% 15,116 $8.7M
Columbia Asset Management 1.54% Reduce -2.4% 15,083 $8.6M
TCI Wealth Advisors, Inc. 0.48% Add +0.0% 15,057 $8.6M
DKRT Investments Corp. 2.43% No change 15,000 $8.6M
Kentucky Farm Bureau Mutual Insurance Co 2.32% No change 15,000 $8.6M
RBF Capital, LLC 0.39% No change 15,000 $8.6M
Northwestern Mutual Investment Management Company, LLC 0.10% Add +0.1% 14,953 $8.6M
Great Lakes Advisors, LLC 0.07% Reduce -1.2% 14,940 $8.6M
Eastern Bank 0.15% Add +5.0% 14,849 $8.5M
Meeder Advisory Services, Inc. 0.36% Add +9.1% 14,717 $8.4M
Reliant Investment Management, LLC 3.35% Reduce -0.4% 14,435 $8.3M
Monument Capital Management 2.05% Reduce -2.2% 14,418 $8.3M
Hilton Capital Management, LLC 0.62% Add +761.9% 14,333 $8.2M
Montgomery Investment Management Inc. 2.95% Reduce -0.3% 14,327 $8.2M
Raiffeisen Bank International AG 0.11% Reduce -1.3% 14,211 $8.2M
Brown Brothers Harriman & Co. 0.04% Reduce -6.8% 14,308 $8.2M
Romano Brothers and Company 0.93% Reduce -13.0% 14,303 $8.2M
Eukles Asset Management 3.17% Reduce -1.2% 14,223 $8.1M
Johnson Investment Counsel Inc. 0.07% Reduce -4.3% 14,165 $8.1M
Longbow Finance SA 1.37% Reduce -49.8% 14,153 $8.1M
Consolidated Capital Management, LLC 2.45% Add +57.5% 14,108 $8.1M
SevenBridge Financial Group, LLC 1.30% Add +3.1% 12,702 $8.1M
FRG Family Wealth Advisors LLC 1.25% Add +0.5% 14,096 $8.1M
Johnson Financial Group, Inc. 0.30% Reduce -3.5% 13,986 $8.0M
Asset Dedication, LLC 0.53% Add +3.2% 13,983 $8.0M
Castleark Management LLC 0.23% Reduce -14.2% 13,920 $8.0M
GAM Holding AG 0.51% Add +26.0% 13,910 $8.0M
Malaga Cove Capital, LLC 2.75% Reduce -2.6% 13,890 $8.0M
Baader Bank Aktiengesellschaft 0.66% Reduce -26.5% 13,915 $8.0M
Plato Investment Management Ltd 0.52% Reduce -4.5% 13,799 $7.9M
Clearbridge Investments, LLC 0.01% Add +2.1% 13,859 $7.9M
Pflug Koory, LLC 3.70% Reduce -0.5% 13,849 $7.9M
Patton Fund Management, Inc. 1.06% Add +1815.9% 13,756 $7.9M
Traynor Capital Management, Inc. 0.43% Add +3.2% 13,707 $7.9M
Fidelis Capital Partners, LLC 0.57% Add +17.0% 13,682 $7.8M
Y.D. More Investments Ltd 0.38% Add +79.9% 13,658 $7.8M
Private Wealth Asset Management, LLC 0.85% Reduce -1.2% 13,656 $7.8M
Chilton Capital Management LLC 0.27% Reduce -2.1% 13,602 $7.8M
OpenArc Corporate Advisory, LLC 0.13% — 13,585 $7.8M
New Age Alpha Advisors, LLC 0.34% Reduce -27.2% 13,550 $7.8M
Nicholas Hoffman & Company, LLC. 0.18% Reduce -0.4% 13,485 $7.7M
Ameritas Advisory Services, LLC 0.29% Add +22.6% 13,472 $7.7M
Trust Co. of Toledo NA 0.76% Add +1.6% 13,462 $7.7M
Financial & Tax Architects, LLC 1.73% Reduce -26.4% 13,438 $7.7M
Mitchell McLeod Pugh & Williams Inc. 1.10% Add +8.2% 10,593 $7.7M
Mathes Company, Inc. 2.76% Add +0.1% 13,414 $7.7M
WCG Wealth Advisors LLC 0.21% New 13,380 $7.7M
Quadrant Capital Group LLC 0.23% Add +0.9% 13,361 $7.7M
Hodges Capital Management Inc. 0.66% Reduce -12.1% 13,334 $7.6M
Cyndeo Wealth Partners, LLC 0.41% Add +0.5% 13,311 $7.6M
FourThought Financial Partners, LLC 0.64% Reduce -0.3% 13,253 $7.6M
Zimmer Partners, LP 0.20% New 13,200 $7.6M
Two Sigma Investments, LP 0.01% Reduce -96.7% 13,200 $7.6M
Blue Edge Capital, LLC 1.01% Add +2.9% 13,116 $7.5M
VestGen Advisors, LLC 0.32% Reduce -27.1% 13,066 $7.5M
Tribune Investment Group LP 4.53% Reduce -27.8% 13,000 $7.4M
Debussy Capital Management LP 1.01% Reduce -8.1% 12,997 $7.4M
Integrated Wealth Concepts LLC 0.09% Reduce -38.1% 12,996 $7.4M
Signaturefd, LLC 0.11% Add +9.7% 12,980 $7.4M
Summit Financial, LLC 0.11% Add +1.7% 12,934 $7.4M
Larson Financial Group LLC 0.25% Add +73.6% 12,915 $7.4M
JPL Wealth Management, LLC 1.80% Reduce -7.0% 12,914 $7.4M
GAMMA Investing LLC 0.37% Add +9.8% 12,914 $7.4M
Occidental Asset Management, LLC 0.89% Add +1.0% 12,881 $7.4M
HBK Sorce Advisory LLC 0.17% Reduce -1.1% 10,140 $7.4M
Ogorek Anthony Joseph /NY/ 2.02% Reduce -2.3% 12,835 $7.4M
Resolute Wealth Strategies, LLC 3.22% Reduce -3.9% 12,823 $7.3M
Viewpoint Capital Management LLC 3.18% Add +0.3% 12,806 $7.3M
Seascape Capital Management 2.09% Reduce -7.4% 12,804 $7.3M
Essex Financial Services, Inc. 0.42% Add +3.8% 12,790 $7.3M
Burney Co./ 0.23% Add +3.0% 12,785 $7.3M
Securian Asset Management, Inc. 0.28% Reduce -43.8% 12,725 $7.3M
B & T Capital Management DBA Alpha Capital Management 1.03% Reduce -6.0% 12,702 $7.3M
L & S Advisors Inc 0.74% New 12,653 $7.2M
Faithward Advisors, LLC 1.06% Reduce -0.2% 12,633 $7.2M
Palmer Knight Co 3.80% Reduce -14.6% 12,625 $7.2M
Mufg Securities Americas Inc. 0.45% Reduce -0.2% 12,608 $7.2M
BNC Wealth Management, LLC 1.85% Add +2.4% 12,577 $7.2M
Barbara Oil Co. 2.66% No change 12,500 $7.2M
Sapient Capital LLC 0.10% Add +1.8% 12,387 $7.2M
Squarepoint Ops LLC 0.01% Reduce -89.0% 12,472 $7.1M
Webster Bank, N. A. 0.67% Reduce -2.1% 12,454 $7.1M
Meiji Yasuda America Inc 1.64% — 12,447 $7.1M
Anchor Investment Management, LLC 0.58% Reduce -5.3% 12,435 $7.1M
Triangle Securities Wealth Management 1.50% Add +94.9% 13,600 $7.1M
Aaron Wealth Advisors LLC 0.39% Add +61.3% 12,320 $7.1M
Parallel Advisors, LLC 0.13% Add +28.2% 12,292 $7.0M
Alps Advisors Inc. 0.04% Add +0.3% 12,274 $7.0M
Groupama Asset Managment 0.10% Reduce -24.4% 12,237 $7.0M
Mission Creek Capital Partners, Inc. 1.42% Add +0.2% 12,236 $7.0M
Gilliland Jeter Wealth Management LLC 2.11% Reduce -0.0% 12,196 $7.0M
Caisse Des Depots Et Consignations 0.16% Add +127.9% 12,190 $7.0M
Kentucky Retirement Systems Insurance Trust Fund 0.45% No change 12,186 $7.0M
Eventide Asset Management, LLC 0.11% Add +8.1% 12,047 $6.9M
World Investment Advisors 0.11% Add +11.5% 12,115 $6.9M
Providence Wealth Advisors, LLC 4.32% Reduce -1.1% 11,169 $6.9M
Kintegral Advisory, LLC 0.58% Reduce -2.7% 11,970 $6.9M
Heritage Trust Co 0.70% Add +2.0% 11,935 $6.8M
Capital Investment Counsel, Inc 0.80% Reduce -4.8% 11,862 $6.8M
Westerkirk Capital Inc. 0.66% Add +71.0% 11,832 $6.8M
Modus Advisors, LLC 1.79% Reduce -5.2% 11,826 $6.8M
Jacobi Capital Management LLC 0.39% Reduce -2.3% 11,826 $6.8M
Truvestments Capital LLC 1.23% Reduce -3.3% 11,814 $6.8M
Hudson Capital Management LLC 1.75% Reduce -4.1% 11,785 $6.8M
North Star Investment Management Corp. 0.42% Add +3.3% 11,755 $6.7M
Robbins Farley 3.05% Reduce -19.1% 11,747 $6.7M
J.P. Marvel Investment Advisors, LLC 0.93% Reduce -0.1% 11,734 $6.7M
Jones Kertz & Associates, Inc. 3.44% — 11,699 $6.7M
PFG Advisors 0.32% Reduce -34.6% 11,684 $6.7M
Trust Co. of Vermont 0.28% Reduce -2.0% 11,684 $6.7M
Focus Partners Advisor Solutions, LLC 0.08% Reduce -26.1% 11,676 $6.7M
Meiji Yasuda Asset Management Co Ltd. 0.32% Reduce -43.9% 11,658 $6.7M
Envestnet Portfolio Solutions, Inc. 0.02% Add +29.4% 11,651 $6.7M
Ledyard National Bank 0.57% Reduce -3.7% 11,619 $6.7M
Kingsview Wealth Management, LLC 0.10% Add +1.0% 11,587 $6.6M
K.J. Harrison & Partners Inc 0.88% Add +62.3% 11,565 $6.6M
New Hampshire Trust 1.29% Reduce -3.5% 11,537 $6.6M
Edgar Lomax Co. 0.50% Reduce -2.0% 11,520 $6.6M
Vestcor Inc 0.19% Reduce -15.5% 11,455 $6.6M
Stokes Capital Advisors, LLC 1.50% Add +2.9% 11,453 $6.6M
Whitener Capital Management, Inc. 1.49% Add +0.3% 11,450 $6.6M
Evolve Private Wealth, LLC 0.39% — 11,415 $6.5M
Bank of Hawaii 0.32% Add +5.3% 11,312 $6.5M
MWA Asset Management 3.60% Reduce -4.3% 11,261 $6.5M
Argyle Capital Management, LLC 2.14% Reduce -2.8% 11,204 $6.4M
Money Concepts Capital Corp. 0.36% Reduce -2.4% 11,166 $6.4M
Titan Wealth (CI) Ltd 2.46% — 11,149 $6.4M
Jericho Financial, LLP 3.84% Reduce -16.4% 11,125 $6.4M
Spirit of America Management Corp. 1.35% No change 11,090 $6.4M
Global Wealth Management Investment Advisory, Inc. 1.02% Reduce -7.3% 11,060 $6.3M
Chilton Investment Co. Inc. 0.13% No change 11,059 $6.3M
Plimoth Trust Co. LLC 1.41% Reduce -5.1% 11,035 $6.3M
Argent Trust Co 0.22% Add +2.4% 11,034 $6.3M
CPA Asset Management Group, LLC 2.22% Add +0.1% 11,027 $6.3M
Perigon Wealth Management, LLC 0.11% Add +3.7% 11,017 $6.3M
Panagora Asset Management Inc. 0.02% Add +72.1% 10,984 $6.3M
Osmosis Investment Management UK Ltd 0.16% — 10,982 $6.3M
Moneta Group Investment Advisors LLC 0.05% Reduce -7.4% 10,954 $6.3M
Slow Capital, Inc. 0.75% Add +0.5% 10,941 $6.3M
CI Investments Inc. 0.03% Add +321.5% 10,892 $6.2M
CreativeOne Wealth, LLC 0.15% Reduce -1.1% 10,889 $6.2M
Wright Investors Service Inc. 1.87% Reduce -10.1% 10,868 $6.2M
Asset Management Group, Inc. 1.01% Add +0.2% 10,865 $6.2M
DMKC Advisory Services, LLC 2.72% Add +4.6% 10,831 $6.2M
Nordwand Advisors, LLC 1.08% Reduce -0.2% 10,825 $6.2M
Boyd Watterson Asset Management LLC 1.78% Add +0.2% 10,766 $6.2M
Smith, Moore & Co. 0.47% Reduce -4.2% 10,761 $6.2M
Lifeworks Advisors, LLC 0.79% Reduce -12.6% 10,711 $6.1M
Harbour Investments, Inc. 0.12% Add +33.4% 10,702 $6.1M
GTS Securities LLC 0.21% Add +393.7% 10,694 $6.1M
Trek Financial, LLC 0.35% Add +143.5% 10,642 $6.1M
Tritonpoint Wealth, LLC 0.62% Reduce -4.4% 10,627 $6.1M
Perryman Financial Advisory Inc. 0.89% — 10,612 $6.1M
First Merchants Corp. 0.22% Reduce -3.8% 10,575 $6.1M
Vinva Investment Management Ltd 0.08% Reduce -32.8% 10,465 $6.0M
Jefferies Financial Group Inc. 0.05% Reduce -63.0% 10,524 $6.0M
Focus Financial Network, Inc. 0.21% Add +0.1% 10,524 $6.0M
Zhang Financial LLC 0.22% Reduce -0.9% 10,485 $6.0M
Old National Bancorp 0.10% Add +0.8% 10,447 $6.0M
MV Capital Management, Inc. 0.57% Reduce -1.1% 10,417 $6.0M
Studio Investment Management LLC 1.08% Reduce -7.2% 10,330 $5.9M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 4.11% Add +124.3% 9,140 $5.9M
RB Capital Management, LLC 1.24% Add +0.6% 10,282 $5.9M
Creative Financial Designs Inc. 0.37% Reduce -2.5% 10,270 $5.9M
Azimuth Capital Investment Management LLC 0.21% Reduce -1.2% 10,240 $5.9M
Diversified Trust Co. 0.11% Add +30.7% 10,234 $5.9M
Lowe Brockenbrough & Co. Inc. 0.29% Reduce -2.3% 10,210 $5.8M
Mystic Asset Management, Inc. 1.32% Reduce -3.2% 10,203 $5.8M
Cullen/Frost Bankers, Inc. 0.06% Add +3.3% 10,195 $5.8M
Whalerock Point Partners, LLC 1.15% No change 10,172 $5.8M
Procyon Advisors, LLC 0.29% Reduce -0.5% 10,163 $5.8M
Stenger Family Office, LLC 1.19% Add +14.7% 10,077 $5.8M
Asset One Wealth Management LLC 0.79% — 8,325 $5.8M
Finer Wealth Management, Inc. 2.78% Reduce -1.2% 10,039 $5.8M
Sound View Wealth Advisors Group, LLC 0.39% Reduce -3.7% 10,023 $5.7M
Fisher Funds Management LTD 0.15% No change 10,023 $5.7M
Alight Capital Management LP 1.54% Reduce -33.3% 10,000 $5.7M
Graham Capital Management, L.P. 0.28% New 10,000 $5.7M
Members Trust Co 0.19% Reduce -11.6% 9,986 $5.7M
Kinloch Capital, LLC 2.46% Reduce -0.8% 9,979 $5.7M
Twinbeech Capital LP 0.40% New 9,925 $5.7M
WealthPlan Investment Management, LLC 0.36% Add +81.6% 9,921 $5.7M
McKinley Carter Wealth Services, Inc. 0.32% Reduce -1.4% 9,909 $5.7M
Los Angeles Capital Management LLC 0.02% Reduce -81.1% 9,727 $5.7M
Ramirez Asset Management, Inc. 0.74% No change 9,850 $5.6M
Hixon Zuercher, LLC 1.71% Reduce -8.8% 9,825 $5.6M
BNP Paribas 0.16% Add +72.3% 9,799 $5.6M
Compagnie Lombard Odier SCmA 0.06% Add +21.0% 9,810 $5.6M
Mattern Wealth Management LLC 1.08% Reduce -0.3% 9,808 $5.6M
Onex Canada Asset Management Inc. 0.78% Reduce -3.8% 9,805 $5.6M
Alerus Financial NA 0.27% Add +996.3% 9,801 $5.6M
RFG - Bristol Wealth Advisors, LLC 1.56% Reduce -1.7% 9,796 $5.6M
Investor's Fiduciary Advisor Network, LLC 1.20% Reduce -4.2% 9,737 $5.6M
Naples Global Advisors, LLC 0.42% Reduce -1.9% 9,717 $5.6M
LMG Wealth Partners, LLC 1.04% Reduce -5.1% 9,703 $5.6M
Denali Advisors LLC 0.62% Add +498.8% 9,694 $5.6M
Group One Trading LLC 0.16% Add +224.7% 9,694 $5.6M
First Dallas Securities Inc. 2.07% Reduce -2.0% 9,690 $5.6M
Verdence Capital Advisors LLC 0.33% Reduce -16.2% 9,688 $5.5M
Thoroughbred Financial Services, LLC 0.33% Reduce -3.0% 9,675 $5.5M
Pinnacle Holdings, LLC 2.10% Add +4.4% 9,657 $5.5M
Curi Capital, LLC 0.10% Reduce -0.2% 9,620 $5.5M
1ST Source Bank 0.29% Reduce -0.2% 9,599 $5.5M
Mission Wealth Management, LP 0.11% Reduce -7.2% 9,551 $5.5M
Indiana Trust & Investment Management Co 1.61% Add +12.9% 9,519 $5.5M
IHT Wealth Management, LLC 0.13% Reduce -3.6% 9,499 $5.5M
Advisors Asset Management, Inc. 0.09% Add +31.1% 9,501 $5.4M
Cumberland Advisors Inc. 2.06% Reduce -0.5% 9,500 $5.4M
Liberty One Investment Management, LLC 0.70% Reduce -48.2% 9,497 $5.4M
Hartford Financial Management Inc. 1.41% Add +1.4% 9,493 $5.4M
M&G PLC 0.03% Reduce -13.8% 9,444 $5.4M
Jackson Square Capital, LLC 1.07% Add +0.5% 9,432 $5.4M
Wellington Shields & Co., LLC 1.33% Add +5.7% 9,417 $5.4M
Mercuria Capital Strategies, LLC 3.06% Reduce -35.1% 9,410 $5.4M
Schnieders Capital Management, Llc. 0.84% Reduce -0.8% 9,378 $5.4M
RFG Advisory, LLC 0.10% Add +20.0% 9,371 $5.4M
Choate Investment Advisors 0.11% Reduce -14.9% 9,360 $5.4M
Capital Asset Advisory Services LLC 0.22% Reduce -17.2% 8,600 $5.4M
Nilsine Partners, LLC 0.46% Add +0.6% 9,333 $5.3M
Forty-three Eighteen Advisors, LLC 4.14% — 9,312 $5.3M
Snowden Capital Advisors LLC 0.14% Reduce -8.8% 9,306 $5.3M
Amova Asset Management Americas, Inc. 0.06% Reduce -8.4% 9,306 $5.3M
Cullen Investment Group, LTD. 0.69% Reduce -0.7% 8,612 $5.3M
Scopus Asset Management, L.P. 0.15% Reduce -73.8% 9,244 $5.3M
Alberta Investment Management Corp 0.04% Reduce -8.0% 9,200 $5.3M
Brendel Financial Advisors LLC 2.59% Reduce -1.3% 9,192 $5.3M
Cornerstone Wealth Group, LLC 0.36% Add +1.9% 9,159 $5.2M
Concord Wealth Partners 0.68% Reduce -1.0% 9,092 $5.2M
Coastline Trust Co 0.49% Add +39.0% 9,077 $5.2M
Iowa State Bank 0.97% Reduce -1.9% 9,050 $5.2M
Douglass Winthrop Advisors, LLC 0.09% Add +2.6% 9,049 $5.2M
Buckley Wealth Management, LLC 1.37% Reduce -1.7% 8,995 $5.2M
Great Valley Advisor Group, Inc. 0.10% Reduce -0.8% 8,989 $5.1M
Savvy Advisors, Inc. 0.17% Add +49.2% 8,975 $5.1M
First National Bank & Trust Co. of Newtown 0.94% Reduce -1.4% 8,967 $5.1M
Evercore Wealth Management, LLC 0.08% Reduce -8.0% 8,956 $5.1M
RiverFront Investment Group, LLC 0.08% Add +21.1% 8,915 $5.1M
Ameritas Investment Partners, Inc. 0.15% Reduce -14.1% 8,871 $5.1M
Delta Capital Management LLC 2.89% Reduce -10.1% 8,870 $5.1M
Financial Enhancement Group LLC 0.66% Add +1.9% 7,871 $5.1M
B. Riley Wealth Advisors, Inc. 0.24% Reduce -0.6% 8,843 $5.1M
Profund Advisors LLC 0.15% Reduce -6.9% 8,821 $5.1M
Asahi Life Asset Management Co., LTD. 2.81% Reduce -4.3% 8,799 $5.0M
Mill Capital Management, LLC 0.36% No change 8,799 $5.0M
United Capital Management of KS, Inc. 0.70% Reduce -5.8% 8,751 $5.0M
NorthRock Partners, LLC 0.08% Reduce -30.3% 8,744 $5.0M
Twin Capital Management Inc. 0.62% Reduce -3.3% 8,743 $5.0M
Penobscot Investment Management Company, Inc. 0.38% Add +0.3% 8,732 $5.0M
NewEdge Wealth, LLC 0.06% Add +48.9% 8,709 $5.0M
PFG Investments, LLC 0.23% Add +30.4% 8,700 $5.0M
AlTi Global, Inc. 0.11% Reduce -10.4% 8,697 $5.0M
Daymark Wealth Partners, LLC 0.16% Add +2.5% 8,631 $4.9M
Davidson Capital Management Inc. 1.07% Reduce -0.8% 8,602 $4.9M
Caldwell Sutter Capital, Inc. 2.09% Reduce -1.6% 8,599 $4.9M
Palisade Asset Management, LLC 0.48% Reduce -1.0% 8,583 $4.9M
Cannon Advisors, Inc. 3.45% Reduce -10.8% 7,651 $4.9M
Wedmont Private Capital 0.17% Add +1.3% 8,187 $4.9M
Hel Ved Capital Management Ltd 1.68% New 8,495 $4.9M
Altrius Capital Management Inc 1.03% Reduce -23.1% 8,492 $4.9M
Factor Wealth Management LTD 1.05% Reduce -0.2% 8,458 $4.8M
Clear Trail Advisors, LLC 1.12% — 8,444 $4.8M
V-Square Quantitative Management LLC 0.50% New 8,442 $4.8M
CWA Asset Management Group, LLC 0.17% Add +0.8% 8,394 $4.8M
Generali Investments CEE, investicni spolecnost, a.s. 0.34% Reduce -38.1% 8,374 $4.8M
Madison Asset Management, LLC 0.06% Reduce -56.5% 8,366 $4.8M
Soros Capital Management LLC 1.26% New 8,360 $4.8M
Focused Wealth Management, Inc 0.51% Reduce -0.1% 8,301 $4.8M
ABN AMRO Bank N.V. 0.04% Add +35.8% 8,289 $4.7M
Exchange Bank 3.28% Add +0.6% 8,287 $4.7M
Cozad Asset Management Inc. 0.37% Add +0.0% 8,276 $4.7M
Radnor Capital Management, LLC 0.70% Reduce -0.6% 8,262 $4.7M
Cornell Pochily Investment Advisors, Inc. 1.37% Reduce -2.5% 8,258 $4.7M
Hudock, Inc. 0.70% Reduce -1.9% 8,252 $4.7M
Hamilton Capital Partners Inc. 0.17% Add +2.9% 8,226 $4.7M
River Street Advisors LLC 1.76% No change 8,210 $4.7M
SeaCrest Wealth Management, LLC 0.48% Reduce -5.2% 7,879 $4.7M
Baldwin Investment Management, LLC 0.53% Reduce -4.5% 8,199 $4.7M
KMG Fiduciary Partners, LLC 0.33% Reduce -10.2% 8,199 $4.7M
KLCM Advisors, Inc. 0.40% Add +188.5% 8,125 $4.7M
Accurate Wealth Management, LLC 0.59% Add +6.3% 7,532 $4.7M
Pinnacle Wealth Management Advisory Group, LLC 0.32% Add +3.4% 8,116 $4.6M
LGT Fund Management Co Ltd. 0.37% Reduce -8.5% 8,029 $4.6M
Sciencast Management LP 0.64% New 8,079 $4.6M
Wealthspire Advisors, LLC 0.04% Add +33.9% 8,057 $4.6M
Symmetry Investments LP 0.86% Add +91.7% 8,050 $4.6M
St Germain D J Co. Inc. 0.18% Reduce -4.3% 8,038 $4.6M
Argent Advisors, Inc. 1.27% Add +1.4% 7,969 $4.6M
Inspire Advisors, LLC 0.42% Add +7.3% 7,938 $4.5M
Hanson & Doremus Investment Management 0.55% Reduce -1.3% 7,930 $4.5M
MIdWestOne Financial Group, Inc. 0.50% Reduce -1.0% 7,927 $4.5M
Forum Financial Management, LP 0.06% Add +4.8% 7,914 $4.5M
Gould Capital, LLC 2.79% Reduce -5.6% 7,891 $4.5M
Cornerstone Planning, LLC 1.05% — 7,860 $4.5M
Fairfield Financial Advisors, LTD 1.47% Add +5.6% 7,885 $4.5M
Foundations Investment Advisors, LLC 0.06% Add +3.6% 7,870 $4.5M
Boltwood Capital Management 1.17% Reduce -1.4% 7,846 $4.5M
Adirondack Trust Co. 1.48% Reduce -0.9% 7,829 $4.5M
Pine Valley Investments Ltd Liability Co 0.22% Reduce -1.1% 7,810 $4.5M
Petredis Investment Advisors LLC 0.35% Reduce -1.1% 7,800 $4.5M
Gifford Fong Associates 0.89% No change 7,800 $4.5M
Evergreen Capital Management LLC 0.10% Add +64.6% 7,787 $4.5M
Great Lakes Retirement, Inc. 0.46% Add +5.3% 7,787 $4.5M
Monetary Management Group Inc. 1.03% Reduce -0.6% 7,787 $4.5M
Chicago Capital, LLC 0.11% Add +6.9% 7,773 $4.5M
Syon Capital LLC 0.22% Add +12.7% 7,763 $4.4M
Ignite Planners, LLC 0.68% Add +2.5% 6,759 $4.4M
Harbor Capital Advisors, Inc. 0.34% Reduce -0.1% 7,747 $4.4M
Ballentine Partners, LLC 0.06% Add +1.2% 7,742 $4.4M
Financial Synergies Wealth Advisors, Inc. 0.43% Add +175.0% 7,727 $4.4M
BCM Advisors, LLC 0.84% Add +0.0% 7,034 $4.4M
Jaffetilchin Investment Partners, LLC 0.26% Reduce -0.9% 7,691 $4.4M
Naviter Wealth, LLC 0.57% Reduce -9.1% 7,679 $4.4M
Banque Transatlantique SA 0.11% Reduce -6.5% 7,674 $4.4M
Guardian Wealth Management, Inc. 2.58% Add +232.4% 7,669 $4.4M
Tradewinds, LLC. 1.05% Reduce -1.0% 7,668 $4.4M
River Wealth Advisors LLC 0.49% Add +22.9% 7,662 $4.4M
EFG International AG 0.08% — 7,593 $4.3M
Field & Main Bank 1.25% Reduce -2.3% 7,588 $4.3M
Old Mission Investment Co LLC 1.04% Reduce -1.5% 7,573 $4.3M
Gables Capital Management Inc. 1.83% Reduce -0.2% 7,565 $4.3M
Fruth Investment Management 1.17% Reduce -2.3% 7,563 $4.3M
Seizert Capital Partners, LLC 0.18% Reduce -35.4% 7,547 $4.3M
Investors Asset Management of Georgia Inc. /Ga/ 1.79% Reduce -0.5% 7,532 $4.3M
Oarsman Capital, Inc. 0.56% Reduce -1.0% 7,526 $4.3M
Concord Asset Management, LLC 0.75% Reduce -2.0% 7,514 $4.3M
Valley Brook Capital Group, Inc. 2.85% Reduce -1.1% 7,511 $4.3M
Loudon Investment Management, LLC 2.23% Reduce -5.2% 7,456 $4.3M
Ascent Group, LLC 0.15% Add +21.2% 7,438 $4.3M
TCW Group Inc. 0.03% New 7,401 $4.2M
Old Port Advisors 1.04% Reduce -1.1% 7,381 $4.2M
Tyche Wealth Partners LLC 0.67% Reduce -0.3% 7,380 $4.2M
Legacy Bridge, LLC 1.71% Add +2.3% 7,365 $4.2M
Global Trust Asset Management, LLC 1.66% Add +57.9% 7,345 $4.2M
Gladstone Institutional Advisory LLC 0.16% Reduce -4.0% 7,311 $4.2M
Dorsey & Whitney Trust CO LLC 0.22% Add +0.9% 7,273 $4.2M
Hilltop Holdings Inc. 0.25% Add +15.0% 7,266 $4.2M
Surience Private Wealth LLC 4.70% New 7,251 $4.2M
Applied Capital LLC 2.84% Reduce -39.0% 7,240 $4.1M
Westpac Banking Corp. 0.26% Reduce -23.2% 7,228 $4.1M
DT Investment Partners, LLC 0.34% Reduce -8.1% 7,218 $4.1M
Capital International Sarl 0.07% Add +83.2% 7,213 $4.1M
South Dakota Investment Council 0.08% Reduce -8.1% 7,154 $4.1M
Clark Capital Management Group, Inc. 0.03% Add +10.4% 7,146 $4.1M
Deane Retirement Strategies, Inc. 1.69% Reduce -50.1% 7,123 $4.1M
Cambridge Advisors Inc. 0.78% Reduce -1.1% 7,108 $4.1M
Marathon Wealth Advisors LLC 1.62% — 7,102 $4.1M
Bellwether Advisors, LLC 0.65% Add +42.9% 7,101 $4.1M
Capital Management Associates, Inc 0.90% Add +82.0% 7,098 $4.1M
Wilkerson Advisory Group LLC 1.43% — 7,089 $4.1M
Little House Capital LLC 1.02% Reduce -20.2% 7,077 $4.1M
Modera Wealth Management, LLC 0.05% Add +2.4% 7,076 $4.1M
Cross Staff Investments Inc 2.23% No change 7,066 $4.0M
Smartleaf Asset Management LLC 0.15% Add +9.0% 6,977 $4.0M
Kovack Advisors, Inc. 0.19% Add +65.9% 6,988 $4.0M
Chapin Davis, Inc. 0.94% Add +21.5% 6,981 $4.0M
Quest Investment Management LLC 0.43% No change 6,968 $4.0M
Southeast Asset Advisors, LLC 0.38% Add +5.0% 6,966 $4.0M
Granite Investment Partners, LLC 0.24% Add +0.7% 6,938 $4.0M
Hennessy Advisors Inc. 0.14% Reduce -1.4% 6,900 $4.0M
Q3 Asset Management 0.90% Add +804.1% 6,889 $4.0M
Nemes Rush Group LLC 0.37% Reduce -0.2% 6,877 $3.9M
Becker Capital Management Inc. 0.11% Reduce -0.7% 6,862 $3.9M
Avantax Planning Partners, Inc. 0.11% Add +8.1% 6,849 $3.9M
Arrow Financial Corp 0.39% Reduce -8.5% 6,829 $3.9M
Staley Capital Advisers Inc. 0.16% No change 6,800 $3.9M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.34% New 6,785 $3.9M
Sargent Investment Group, LLC 0.49% Reduce -5.5% 6,756 $3.9M
IronBridge Private Wealth, LLC 1.22% No change 7,328 $3.9M
Forefront Wealth Management Inc. 2.77% Reduce -1.5% 6,751 $3.9M
Trust Investment Advisors 2.06% Add +4.2% 6,739 $3.9M
Weaver Capital Management LLC 0.82% Add +3.5% 6,727 $3.9M
AMG National Trust Bank 0.09% Add +2.1% 6,725 $3.9M
AdvisorNet Financial, Inc 0.20% Add +0.8% 6,715 $3.8M
Compton Wealth Advisory Group, LLC 0.84% Reduce -1.5% 6,710 $3.8M
Eagle Rock Investment Company, LLC 0.54% No change 6,700 $3.8M
Ar Asset Management Inc. 0.79% No change 6,700 $3.8M
Howland Capital Management LLC 0.15% Reduce -0.6% 6,685 $3.8M
Courier Capital LLC 0.21% Reduce -1.8% 6,680 $3.8M
Stone Summit Wealth LLC 1.04% Reduce -4.0% 6,670 $3.8M
IFC Advisors LLC 0.56% Add +22.9% 6,668 $3.8M
Beacon Bank & Trust 0.77% Reduce -4.5% 6,647 $3.8M
Columbia Bank 1.05% Reduce -8.0% 6,629 $3.8M
Oxbow Advisors, LLC 0.34% Reduce -0.4% 6,620 $3.8M
Mb, Levis & Associates, LLC 1.59% Reduce -3.6% 6,594 $3.8M
Advisors Preferred, LLC 0.61% No change 6,300 $3.8M
Xcel Wealth Management, LLC 0.98% Add +0.5% 6,576 $3.8M
Greenfield Savings Bank 1.58% Reduce -0.9% 6,568 $3.8M
CFC Planning Co LLC 2.89% Add +4.0% 6,566 $3.8M
Schear Investment Advisers, LLC 1.62% Reduce -5.7% 6,554 $3.8M
Cottage Street Advisors LLC 1.59% Reduce -6.9% 6,544 $3.7M
Capital Group Private Client Services, Inc. 0.06% New 6,512 $3.7M
RD Lewis Holdings, Inc. 3.18% Add +0.4% 5,292 $3.7M
Marvin & Palmer Associates Inc. 2.62% Reduce -7.8% 6,485 $3.7M
Jump Financial, LLC 0.05% Add +213.6% 6,479 $3.7M
Private Trust Co. NA 0.33% Add +5.8% 6,475 $3.7M
Tenere Capital LLC 2.86% New 6,451 $3.7M
Sumitomo Life Insurance Co. 0.10% Add +0.9% 6,448 $3.7M
Strategic Advisors LLC 0.58% Add +3.1% 6,444 $3.7M
Shepherd Financial Partners LLC 0.34% Reduce -0.6% 6,439 $3.7M
CNB Bank 1.49% Reduce -4.1% 6,373 $3.7M
Alliance Private Wealth, LLC 1.27% — 5,182 $3.6M
Massachusetts Wealth Management 1.69% Reduce -1.9% 6,356 $3.6M
Vectors Research Management, LLC 1.11% Reduce -1.0% 6,349 $3.6M
Crawford Investment Counsel Inc. 0.06% Add +3.2% 6,318 $3.6M
Allegheny Financial Group 0.53% Reduce -0.1% 6,293 $3.6M
Franklin Street Advisors Inc. 0.21% Add +3.6% 6,291 $3.6M
XTX Topco Ltd 0.09% New 6,260 $3.6M
Nicolet Advisory Services, LLC 0.24% Add +15.3% 5,691 $3.6M
Huntleigh Advisors, Inc. 0.61% Add +8.2% 6,255 $3.6M
Thompson Siegel & Walmsley LLC 0.06% Add +1.6% 6,253 $3.6M
JBR Co Financial Management Inc 1.50% Reduce -1.4% 6,252 $3.6M
Osborne Partners Capital Management, LLC 0.18% Reduce -4.3% 6,245 $3.6M
Heartland Bank & Trust Co 1.51% Reduce -0.9% 6,220 $3.6M
Heritage Wealth Management, Inc. 0.99% Reduce -1.7% 6,212 $3.6M
Vantage Point Financial LLC 1.27% Add +0.5% 6,175 $3.5M
International Assets Investment Management, LLC 0.24% Reduce -5.2% 6,174 $3.5M
EPG Wealth Management LLC 0.95% Reduce -0.5% 6,142 $3.5M
Gallo Partners, LP 3.10% Reduce -43.3% 6,140 $3.5M
BOS Asset Management, LLC 0.94% Reduce -3.3% 6,132 $3.5M
JFS Wealth Advisors, LLC 0.20% Reduce -0.2% 6,122 $3.5M
FLC Capital Advisors 0.65% No change 6,105 $3.5M
Pinkerton Wealth, LLC 0.36% New 6,098 $3.5M
Confluence Wealth Services, Inc. 0.14% Add +4.4% 6,072 $3.5M
Roman Butler Fullerton & Co. 0.91% Add +3.7% 5,359 $3.5M
Ellis Investment Partners, LLC 0.60% Reduce -3.1% 6,042 $3.5M
Moneco Advisors, LLC 0.27% Reduce -2.6% 6,030 $3.5M
Bowen Hanes & Co. Inc. 0.09% Reduce -0.3% 6,029 $3.5M
Weatherly Asset Management L. P. 0.27% Reduce -1.0% 6,028 $3.5M
Biltmore Family Office, LLC 0.48% Add +0.6% 6,011 $3.4M
Keudell/Morrison Wealth Management 0.72% — 5,983 $3.4M
Boston Family Office LLC 0.22% Add +61.1% 5,983 $3.4M
Fideuram Asset Management (Ireland) dac 0.27% — 9,976 $3.4M
Wilson & Boucher Capital Management, LLC 2.25% Reduce -0.2% 5,971 $3.4M
Bernard Wealth Management Corp. 1.39% Add +0.5% 5,967 $3.4M
Myriad Asset Management Advisors LLC 1.05% — 5,942 $3.4M
WD Rutherford LLC 1.42% Reduce -2.9% 5,932 $3.4M
Drive Wealth Management, LLC 0.66% Add +0.9% 5,932 $3.4M
SIH Partners, LLLP 0.20% Add +732.5% 5,911 $3.4M
Parkside Financial Bank & Trust 0.25% Reduce -7.1% 5,904 $3.4M
Family Manage LLC 0.43% Reduce -39.9% 5,889 $3.4M
Wealth Architects, LLC 0.30% Reduce -1.8% 5,881 $3.4M
Rexford Capital Inc. 2.55% Reduce -8.2% 5,871 $3.4M
Cordatus Wealth Management LLC 0.78% Reduce -0.1% 5,867 $3.4M
Bridges Investment Management Inc. 0.04% Reduce -3.0% 5,851 $3.4M
Kentucky Trust Co 1.77% Reduce -2.4% 5,838 $3.3M
Crown Oak Advisors, LLC 1.58% No change 5,821 $3.3M
Kerusso Capital Management LLC 1.54% Add +30.9% 5,819 $3.3M
Gen-Wealth Partners Inc 1.07% Reduce -13.5% 5,818 $3.3M
Brady Family Wealth, LLC 1.03% Reduce -2.0% 5,813 $3.3M
Investment House LLC 0.16% No change 5,808 $3.3M
Weiss Asset Management LP 0.06% New 5,794 $3.3M
Advisory Alpha, LLC 0.09% Add +5.8% 5,786 $3.3M
Beaton Management Co. Inc. 1.46% Add +3.2% 5,783 $3.3M
Bragg Financial Advisors, Inc 0.11% Reduce -3.7% 5,776 $3.3M
G&S Capital LLC 1.17% Reduce -4.3% 5,769 $3.3M
HHM Wealth Advisors, LLC 0.39% Reduce -0.1% 5,754 $3.3M
Am Investment Strategies LLC 0.68% Add +0.8% 5,741 $3.3M
Stamos Capital Partners, L.P. 0.53% Add +37.7% 5,739 $3.3M
Sterling Capital Management LLC 0.05% Add +50.3% 5,728 $3.3M
Nations Financial Group Inc, /Ia/ 0.17% Add +6.7% 5,716 $3.3M
Woodard & Co. Asset Management Group Inc. 0.52% Add +2.7% 5,700 $3.3M
Stratos Wealth Advisors, LLC 0.16% Reduce -1.8% 5,694 $3.3M
First National Bank Sioux Falls 0.97% No change 5,653 $3.2M
Security National Bank 0.46% Add +19.5% 5,648 $3.2M
Wealth Group, Ltd. 3.15% — 5,633 $3.2M
Victrix Investment Advisors 1.25% Reduce -5.2% 5,629 $3.2M
Permanent Capital Management, LP 0.62% Add +4.0% 5,586 $3.2M
Aljian Capital Management, LLC 0.64% Reduce -1.7% 5,582 $3.2M
Bartlett & Co. Wealth Management LLC 0.04% Add +0.0% 5,569 $3.2M
Trueblood Wealth Management, LLC 1.24% Reduce -3.3% 5,567 $3.2M
CMT Capital Markets Trading GmbH 2.11% Reduce -22.3% 5,562 $3.2M
1900 Wealth Management LLC 0.20% Add +0.0% 5,517 $3.2M
Arbor Trust Wealth Advisors, LLC 1.38% Reduce -1.2% 5,515 $3.2M
Charles Schwab Trust Co 0.21% Reduce -9.7% 5,515 $3.2M
Financial Plan, Inc. 0.36% — 5,511 $3.2M
Platinum Investment Management Ltd. 0.73% New 5,500 $3.2M
Ellenbecker Investment Group 0.44% Add +583.9% 5,492 $3.1M
Silverlake Wealth Management LLC 0.71% Add +2.7% 5,480 $3.1M
Alaethes Wealth, LLC 0.88% Reduce -0.8% 5,475 $3.1M
Capital Investment Advisory Services, LLC 0.22% Reduce -1.3% 5,473 $3.1M
Smithfield Trust Co 0.14% Add +22.7% 5,463 $3.1M
First Horizon Corp. 0.14% Add +4.1% 5,456 $3.1M
TKG Advisors, LLC 1.26% Reduce -2.2% 5,449 $3.1M
Simon Quick Advisors, LLC 0.14% Add +722.1% 5,434 $3.1M
LOM Asset Management Ltd 0.90% Reduce -0.5% 5,423 $3.1M
Redmond Asset Management, LLC 0.79% Reduce -0.5% 5,411 $3.1M
Frank, Rimerman Advisors LLC 0.20% Add +14.0% 5,391 $3.1M
Qtron Investments LLC 0.40% Reduce -9.4% 5,366 $3.1M
Castellan Group 0.39% New 5,364 $3.1M
Ti-Trust, Inc. 1.89% No change 5,356 $3.1M
Mayflower Financial Advisors, LLC 0.37% Reduce -0.2% 5,347 $3.1M
Watershed Private Wealth LLC 0.92% Reduce -7.1% 5,346 $3.1M
Rollins Financial Advisors, LLC 0.45% Add +0.4% 5,345 $3.1M
High Falls Advisors, Inc 0.62% Add +0.0% 5,344 $3.1M
Modern Wealth Management, LLC 0.06% Reduce -48.2% 5,335 $3.1M
Westwood Holdings Group Inc. 0.03% Add +8.4% 5,329 $3.1M
SCS Capital Management LLC 0.03% Reduce -0.5% 5,314 $3.0M
Perkins Coie Trust Co 0.57% Add +2.4% 5,302 $3.0M
Eads & Heald Wealth Management 1.47% Reduce -7.9% 5,300 $3.0M
Nwam LLC 0.17% Add +0.9% 4,952 $3.0M
Essex Bank 0.65% Reduce -7.9% 5,234 $3.0M
Lawood & Co. 2.84% — 5,233 $3.0M
Resources Management Corp. /CT/ 0.39% Reduce -1.9% 5,230 $3.0M
Brevan Howard Capital Management LP 0.06% Reduce -28.4% 5,199 $3.0M
Polymer Capital Management (HK) LTD 0.47% New 5,223 $3.0M
Cascade Investment Advisors, Inc. 1.76% Reduce -6.5% 5,216 $3.0M
Mirabella Financial Services LLP 0.30% Reduce -65.3% 5,202 $3.0M
Core Wealth Advisors, Inc. 0.77% Reduce -0.5% 5,191 $3.0M
Trust Point Inc. 0.23% Reduce -4.4% 5,182 $3.0M
True North Advisors, LLC 0.38% Reduce -0.1% 5,180 $3.0M
MASTERINVEST Kapitalanlage GmbH 0.28% Reduce -9.8% 5,139 $3.0M
Connecticut Wealth Management, LLC 0.13% Add +1.4% 5,161 $3.0M
Isthmus Partners, LLC 0.33% New 5,152 $3.0M
Certuity, LLC 0.19% Add +1.1% 5,147 $2.9M
Eldridge Investment Advisors, Inc. 0.65% Reduce -1.7% 5,144 $2.9M
Convergence Investment Partners, LLC 0.59% Reduce -4.1% 5,138 $2.9M
Garde Capital, Inc. 0.17% Add +0.2% 5,134 $2.9M
Cornerstone Wealth Management, LLC 0.15% Add +15.8% 5,133 $2.9M
Beacon Investment Advisors LLC 1.18% Add +0.2% 5,131 $2.9M
Journey Advisory Group, LLC 0.25% Add +9.0% 5,123 $2.9M
L. Roy Papp & Associates, LLP 0.32% Add +2.7% 5,118 $2.9M
TD Private Client Wealth LLC 0.06% Add +107.9% 5,107 $2.9M
Applied Finance Capital Management, LLC 0.21% Add +18.2% 5,081 $2.9M
XML Financial, LLC 0.24% Add +0.5% 5,077 $2.9M
HCR Wealth Advisors 0.29% Add +1.4% 5,045 $2.9M
Checchi Capital Advisers, LLC 0.20% Reduce -4.8% 5,042 $2.9M
ARS Wealth Advisors Group, LLC 0.26% Reduce -3.8% 5,041 $2.9M
Next Century Growth Investors LLC 0.20% Reduce -0.1% 5,026 $2.9M
Woodmont Investment Counsel LLC 0.18% Add +1.2% 5,015 $2.9M
Norway Savings Bank 1.33% Add +8.8% 5,007 $2.9M
First Citizens Bank & Trust Co. 0.06% Add +51.5% 5,001 $2.9M
Polymer Capital Management (US) LLC 0.37% Add +11.1% 5,000 $2.9M
Exencial Wealth Advisors, LLC 0.09% Add +1.3% 4,997 $2.9M
Wolff Financial Management LLC 0.64% Reduce -0.7% 4,968 $2.8M
CGN Advisors LLC 0.23% Reduce -8.5% 4,966 $2.8M
Krilogy Financial LLC 0.10% Add +26.0% 4,466 $2.8M
WBH Advisory Inc. 0.21% Reduce -0.6% 4,953 $2.8M
Journey Strategic Wealth LLC 0.07% Reduce -2.1% 4,944 $2.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Add +41.8% 4,940 $2.8M
Atlas Brown,Inc. 0.84% Reduce -1.0% 4,939 $2.8M
PCM Encore, LLC 0.60% — 4,935 $2.8M
Benedict Financial Advisors Inc. 0.60% Reduce -1.7% 4,931 $2.8M
CoreCap Advisors, LLC 0.10% Add +6.0% 4,928 $2.8M
Catalyst Financial Partners LLC 0.31% Add +4.3% 4,894 $2.8M
Orleans Capital Management Corp. 1.74% Reduce -16.9% 4,888 $2.8M
CFM Wealth Partners LLC 0.40% Add +0.9% 4,888 $2.8M
Opes Wealth Management LLC 0.47% Reduce -2.1% 4,875 $2.8M
Harbor Group, Inc. 0.42% Add +0.3% 4,870 $2.8M
Pallas Capital Advisors LLC 0.09% Reduce -2.6% 4,867 $2.8M
Calamos Wealth Management LLC 0.10% Add +17.7% 4,851 $2.8M
Dumont & Blake Investment Advisors LLC 0.67% Reduce -1.4% 4,844 $2.8M
Quantbot Technologies LP 0.09% New 4,844 $2.8M
LBP Am SA 0.03% Reduce -63.7% 4,814 $2.8M
Pinnacle West Asset Management, Inc. 1.79% Reduce -1.5% 4,811 $2.8M
Advisor OS, LLC 0.22% Reduce -8.6% 4,805 $2.8M
Cladis Investment Advisory, LLC 1.51% Reduce -4.0% 4,800 $2.7M
Guardian Investment Management 2.14% Reduce -3.8% 4,800 $2.7M
Colonial Trust Co / SC 0.37% Add +3.5% 4,783 $2.7M
Rossmore Private Capital 0.24% Add +13.1% 4,766 $2.7M
Princeton Capital Management LLC 0.70% Reduce -0.4% 4,747 $2.7M
Apollon Financial, LLC 0.39% Add +199.8% 4,734 $2.7M
Haverford Trust Co 0.02% Reduce -5.3% 4,719 $2.7M
Stratos Investment Management, LLC 0.11% Add +2.6% 4,707 $2.7M
Evernest Financial Advisors, LLC 0.56% Reduce -14.9% 3,632 $2.7M
O'Domhnaill Enterprises, Inc. 2.51% — 4,677 $2.7M
Westover Capital Advisors, LLC 0.49% No change 4,676 $2.7M
Vivid Wealth Management, LLC 1.04% Reduce -21.2% 4,665 $2.7M
Vestmark Advisory Solutions, Inc. 0.04% Add +270.0% 4,662 $2.7M
DB&C Advisors, LLC 3.35% — 4,657 $2.7M
United Bank 0.90% Add +2.5% 4,651 $2.7M
BankPlus Trust Department 0.70% Reduce -5.0% 4,650 $2.7M
Diversify Advisory Services, LLC 0.08% Add +11.7% 4,111 $2.7M
Emprise Bank 1.10% No change 4,639 $2.7M
Horizon Kinetics Asset Management LLC 0.04% Reduce -10.9% 4,617 $2.6M
Stanley-Laman Group, Ltd. 0.34% Add +380.7% 4,615 $2.6M
Gateway Wealth Partners, LLC 0.29% Reduce -2.3% 4,612 $2.6M
Oak Asset Management, LLC 0.90% Reduce -1.2% 4,594 $2.6M
McLaughlin Asset Management, Inc. 2.35% — 4,591 $2.6M
First Manhattan Co. Llc. 0.01% Add +1.6% 4,585 $2.6M
Diamant Asset Management, Inc. 1.90% Reduce -1.6% 4,583 $2.6M
Cooper Financial Group 0.28% Add +0.1% 4,576 $2.6M
DHJJ Financial Advisors, Ltd. 0.87% Reduce -5.8% 4,575 $2.6M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 2.46% — 4,573 $2.6M
Glen Eagle Advisors, LLC 0.36% Reduce -0.3% 4,572 $2.6M
Everhart Financial Group, Inc. 0.24% Add +14.3% 4,555 $2.6M
Guerra Pan Advisors, LLC 1.55% No change 4,549 $2.6M
AlphaCore Capital LLC 0.06% Add +60.0% 4,549 $2.6M
Founders Financial Securities LLC 0.15% Add +13.9% 4,549 $2.6M
Highview Capital Management LLC 0.92% Add +0.3% 4,540 $2.6M
SS&H Financial Advisors, Inc. 0.76% Add +28.4% 4,525 $2.6M
Ascentis Independent Advisors 0.42% Reduce -5.2% 4,523 $2.6M
Institute for Wealth Management, LLC. 0.27% Reduce -1.2% 4,509 $2.6M
EverSource Wealth Advisors, LLC 0.10% Add +32.0% 4,507 $2.6M
LSV Asset Management 0.01% Reduce -94.5% 4,500 $2.6M
Cigna Investments Inc. 0.37% Add +0.4% 4,493 $2.6M
Hillsdale Investment Management Inc. 0.07% Reduce -27.2% 4,487 $2.6M
Widmann Financial Services, Inc. 1.57% No change 4,474 $2.6M
Iron Gate Global Advisors LLC 0.26% Reduce -0.3% 4,474 $2.6M
Carlson Financial, Inc. 1.48% — 4,463 $2.6M
Old West Investment Management, LLC 0.46% No change 4,458 $2.6M
SOL Capital Management CO 0.23% Reduce -0.1% 4,443 $2.5M
Western Wealth Management, LLC 0.12% Add +8.4% 4,435 $2.5M
RS Crum Inc. 0.51% No change 4,430 $2.5M
Rehmann Capital Advisory Group 0.13% Add +21.3% 4,426 $2.5M
Fort Point Capital Partners LLC 0.31% Add +1.0% 3,914 $2.5M
Inman Jager Wealth Management, LLC 1.55% Reduce -0.7% 4,422 $2.5M
Garrison Point Advisors, LLC 1.12% Reduce -5.6% 4,418 $2.5M
Rodgers Brothers Inc. 0.30% Reduce -14.7% 4,416 $2.5M
Precedent Wealth Partners, LLC 0.53% Reduce -1.3% 4,412 $2.5M
Vision Retirement, LLC 0.68% — 4,403 $2.5M
Hager Investment Management Services, LLC 1.38% Reduce -14.8% 4,402 $2.5M
Burke & Herbert Bank & Trust Co. 0.70% Reduce -8.0% 4,396 $2.5M
Total Clarity Wealth Management, Inc. 0.61% Add +1.0% 4,383 $2.5M
Goldstone Financial Group, LLC 0.28% Reduce -2.4% 4,380 $2.5M
Csenge Advisory Group 0.11% Reduce -2.2% 4,379 $2.5M
RKL Wealth Management LLC 0.21% Reduce -0.2% 4,375 $2.5M
Farmers Trust Co. 0.41% Add +3.2% 4,375 $2.5M
1 North Wealth Services LLC 0.88% Reduce -2.9% 4,373 $2.5M
Stonehage Fleming Financial Services Holdings Ltd 0.08% No change 4,371 $2.5M
Advisors Management Group Inc. 0.46% Reduce -18.8% 4,371 $2.5M
Nicolet Bankshares Inc. 0.40% Add +1.2% 4,370 $2.5M
BayBridge Capital Group, LLC 1.55% Reduce -0.6% 4,364 $2.5M
Avidian Wealth Enterprises, LLC 0.09% Add +3.4% 4,353 $2.5M
Ticino Wealth 0.92% — 4,343 $2.5M
Solstein Capital, LLC 0.99% No change 4,324 $2.5M
IFG Advisory, LLC 0.11% Reduce -21.1% 4,323 $2.5M
Evelyn Partners Investment Management LLP 0.07% Reduce -5.5% 4,322 $2.5M
McGlone Suttner Wealth Management, Inc. 0.33% Add +5.3% 4,319 $2.5M
Mainstay Capital Management LLC 0.19% Add +3.7% 4,316 $2.5M
Joel Isaacson & Co., LLC 0.08% Add +5.9% 4,315 $2.5M
McGuire Capital Advisors Inc. 1.57% — 4,312 $2.5M
Sit Investment Associates Inc. 0.05% No change 4,300 $2.5M
Oddo BHF Asset Management Sas 0.09% Reduce -25.6% 4,297 $2.5M
Lanark Financial, Inc. 0.19% Add +1.2% 4,295 $2.5M
Insigneo Advisory Services, LLC 0.18% Add +3.7% 4,290 $2.5M
Charter Research & Investment Group, Inc. 1.64% Reduce -3.8% 4,280 $2.5M
Valmark Advisers, Inc. 0.03% Add +2.1% 4,275 $2.4M
Fire Capital Management LLC 1.22% Reduce -3.5% 4,264 $2.4M
Cypress Capital Group 0.27% Add +0.5% 4,256 $2.4M
Prosperity Consulting Group, LLC 0.11% Add +12.0% 4,255 $2.4M
FWG Holdings, LLC 0.93% Add +37.8% 3,708 $2.4M
Werlinich Asset Management, LLC 1.20% No change 4,217 $2.4M
Flaharty Asset Management, LLC 0.30% No change 4,250 $2.4M
Hardy Reed LLC 0.17% Add +1.1% 4,248 $2.4M
Donoghue Forlines LLC 0.75% New 4,245 $2.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.15% Add +2.8% 4,240 $2.4M
Promethium Advisors,llc 1.31% Reduce -0.3% 4,236 $2.4M
Citizens & Northern Corp. 0.60% Add +272.9% 4,214 $2.4M
Woodward Diversified Capital, LLC 1.10% Add +3.9% 4,205 $2.4M
Wealthspan Partners, LLC 0.88% Reduce -0.4% 4,203 $2.4M
Acorn Wealth Advisors, LLC 0.72% Reduce -0.3% 4,199 $2.4M
Bahl & Gaynor LLC 0.01% Reduce -0.1% 4,186 $2.4M
RNC Capital Management LLC 0.11% Reduce -1.1% 4,182 $2.4M
Aureus Asset Management, LLC 0.15% No change 4,178 $2.4M
Dark Forest Capital Management LP 0.11% New 4,171 $2.4M
Investment Research & Advisory Group, Inc. 0.79% Add +8.4% 4,142 $2.4M
Richwood Investment Advisors, LLC 1.71% Add +2.8% 3,274 $2.4M
UNIVEST FINANCIAL Corp 0.13% Reduce -3.4% 4,137 $2.4M
BBR Partners, LLC 0.13% Reduce -1.0% 4,136 $2.4M
Donaldson Capital Management, LLC 0.08% No change 4,136 $2.4M
Wealth Alliance Advisory Group, LLC 0.40% Reduce -6.9% 4,127 $2.4M
WASHINGTON TRUST Co 0.08% Reduce -0.2% 4,123 $2.4M
First Heartland Consultants, Inc. 0.18% Add +18.6% 4,119 $2.4M
Gibson Capital, LLC 0.43% Reduce -0.0% 4,117 $2.4M
BCS Wealth Management 0.24% Add +97.7% 4,112 $2.4M
Financial Management Network Inc. 0.37% Add +0.1% 3,937 $2.4M
Guardian Wealth Advisors, LLC / NC 0.15% Reduce -0.9% 4,110 $2.4M
Westhampton Capital, LLC 1.11% No change 4,110 $2.4M
Ingalls & Snyder LLC 0.09% Reduce -25.8% 4,109 $2.4M
Keel Point, LLC 0.14% Add +14.3% 4,106 $2.4M
Boothbay Fund Management, LLC 0.06% Reduce -82.5% 4,103 $2.4M
Arax Advisory Partners 0.07% Reduce -59.1% 4,069 $2.3M
Orca Wealth Management, LLC 1.66% Reduce -0.1% 3,293 $2.3M
Birch Hill Investment Advisors LLC 0.10% No change 4,044 $2.3M
Fox Hill Wealth Management 1.07% Add +14.3% 4,032 $2.3M
Carnegie Investment Counsel 0.04% Add +4.5% 4,019 $2.3M
Sittner & Nelson, LLC 0.81% Reduce -1.3% 3,169 $2.3M
Evoke Wealth, LLC 0.04% Add +5.9% 4,012 $2.3M
IVC Wealth Advisors LLC 1.00% Add +0.3% 4,006 $2.3M
Viking Fund Management LLC 0.27% No change 4,000 $2.3M
Tower Bridge Advisors 0.23% No change 4,000 $2.3M
Blue Sparrow, LLC 0.04% — 4,000 $2.3M
Burford Brothers, Inc. 0.94% Add +1.5% 3,992 $2.3M
Delta Investment Management, LLC 0.40% Add +0.0% 3,980 $2.3M
Allen Capital Group, LLC 0.21% Reduce -2.3% 3,977 $2.3M
Flagship Harbor Advisors, LLC 0.11% Reduce -10.7% 3,975 $2.3M
Everett Harris & Co. 0.03% Reduce -1.7% 3,972 $2.3M
Norden Group LLC 0.22% Reduce -6.6% 3,951 $2.3M
Trinity Legacy Partners, LLC 0.52% Reduce -0.7% 3,948 $2.3M
City State Bank 0.62% Reduce -10.8% 3,943 $2.3M
Motiv8 Investments LLC 1.23% Reduce -10.6% 3,926 $2.2M
Richards, Merrill & Peterson, Inc. 0.86% Reduce -5.8% 3,918 $2.2M
LRI Investments, LLC 0.18% Reduce -1.4% 3,913 $2.2M
Berkshire Asset Management LLC 0.10% Reduce -0.1% 3,912 $2.2M
Van Strum & Towne Inc. 0.63% No change 3,910 $2.2M
Bank & Trust Co 1.58% Reduce -0.5% 3,906 $2.2M
Silvant Capital Management LLC 0.08% Add +262.9% 3,905 $2.2M
Fulton Bank, N.A. 0.08% Add +22.8% 3,901 $2.2M
Paradigm Asset Management Co. LLC 0.52% Reduce -4.9% 3,900 $2.2M
Byrne Asset Management LLC 1.25% Add +1.7% 3,898 $2.2M
Rooted Wealth Advisors, Inc. 0.63% Reduce -3.6% 3,226 $2.2M
Texas Yale Capital Corp. 0.07% Add +1.3% 3,896 $2.2M
Rice Partnership, LLC 0.30% Add +3.2% 3,890 $2.2M
Howard Capital Management, LLC 0.03% Add +0.5% 3,890 $2.2M
Portside Wealth Group, LLC 0.30% Add +1.2% 3,880 $2.2M
Harvest Fund Management Co., Ltd 0.08% Add +193350.0% 3,869 $2.2M
Aspen Investment Management Inc 0.67% Add +32.0% 3,867 $2.2M
Marble Wealth, LLC 0.31% — 3,863 $2.2M
ZWJ Investment Counsel Inc. 0.08% Reduce -0.8% 3,859 $2.2M
Oak Harvest Investment Services 0.24% Reduce -2.3% 3,858 $2.2M
SouthState Bank Corp 0.10% Add +0.8% 3,847 $2.2M
Elevation Point Wealth Partners, LLC 0.11% Add +119.1% 3,839 $2.2M
Amarillo National Bank 0.39% Reduce -11.6% 3,831 $2.2M
Simplicity Wealth,LLC 0.13% Reduce -16.9% 3,815 $2.2M
Apella Capital, LLC 0.04% Add +7.0% 3,803 $2.2M
Portus Wealth Advisors, LLC 2.05% Add +1.9% 3,801 $2.2M
Cim Investment Management Inc. 0.57% No change 3,783 $2.2M
Wilkins Investment Counsel Inc. 0.32% Reduce -1.8% 3,783 $2.2M
Northwest Quadrant Wealth Management, LLC 0.45% Add +0.2% 3,780 $2.2M
NorthCoast Asset Management LLC 0.05% Reduce -94.5% 3,779 $2.2M
Copley Financial Group, Inc. 1.34% No change 3,777 $2.2M
CORDA Investment Management, LLC. 0.16% Add +4.3% 3,774 $2.2M
Chicago Partners Investment Group LLC 0.05% Add +12.9% 3,445 $2.2M
Rockland Trust Co. 0.09% Add +0.1% 3,768 $2.2M
Montis Financial, LLC 0.43% Add +2.7% 3,767 $2.2M
Quad-Cities Investment Group, LLC 0.89% Add +0.7% 3,763 $2.2M
Alexis Investment Partners, LLC 0.80% Add +3.1% 3,738 $2.2M
Counterweight Ventures, LLC 1.21% Reduce -1.7% 3,758 $2.2M
Lantz Financial LLC 0.45% Reduce -0.5% 3,756 $2.2M
Sava Infond d.o.o. 0.29% Reduce -15.5% 3,750 $2.1M
Hazlett, Burt & Watson, Inc. 0.68% Reduce -3.1% 3,739 $2.1M
MCF Advisors LLC 0.12% Add +186.9% 3,738 $2.1M
Strategic Blueprint, LLC 0.13% Reduce -2.4% 3,733 $2.1M
Patten & Patten Inc. 0.12% Reduce -0.3% 3,712 $2.1M
Capital Advisors Inc. 0.03% Add +14.4% 3,711 $2.1M
Creegan & Nassoura Financial Group, LLC 1.38% Reduce -2.0% 3,705 $2.1M
Patrick M Sweeney & Associates, Inc. 1.32% Reduce -2.6% 3,692 $2.1M
Blue Chip Partners, LLC 0.15% Reduce -0.2% 3,686 $2.1M
Philadelphia Trust Co. 0.15% No change 3,680 $2.1M
Hohimer Wealth Management, LLC 0.29% Add +0.4% 3,680 $2.1M
Ancora Advisors LLC 0.04% Add +28.9% 3,673 $2.1M
First Citizens Financial Corp 1.04% Reduce -0.0% 3,669 $2.1M
Bluespring Wealth Management, LLC 0.18% Reduce -3.8% 3,661 $2.1M
ZEGA Investments, LLC 0.41% Reduce -12.6% 3,659 $2.1M
Diversified Enterprises, LLC 0.12% Add +25.6% 3,646 $2.1M
RFP Financial Group LLC 1.00% Add +56.2% 3,644 $2.1M
Magnus Financial Group LLC 0.16% Add +7.2% 3,634 $2.1M
Qsemble Capital Management, LP 0.17% New 3,626 $2.1M
L2 Asset Management, LLC 0.28% Add +12.9% 3,624 $2.1M
InTrack Investment Management Inc 1.16% Reduce -19.5% 3,620 $2.1M
Missouri Trust & Investment Co 0.61% Reduce -0.8% 3,619 $2.1M
World Equity Group, Inc. 0.58% Reduce -4.6% 3,619 $2.1M
Security Financial Services, INC. 0.32% Add +0.5% 3,609 $2.1M
First Foundation Advisors 0.08% Add +3.2% 3,608 $2.1M
Avior Wealth Management, LLC 0.06% Add +9.1% 3,608 $2.1M
Gilbert & Cook, Inc. 0.26% Reduce -0.4% 3,604 $2.1M
Sunbelt Securities, Inc. 0.14% Reduce -2.1% 3,602 $2.1M
Legacy Financial Strategies, LLC 0.37% Add +7.3% 3,600 $2.1M
Fort Sheridan Advisors LLC 0.26% No change 3,596 $2.1M
Steigerwald, Gordon & Koch Inc. 0.20% Reduce -1.6% 3,595 $2.1M
Vanguard Capital Wealth Advisors 1.64% Add +0.1% 3,581 $2.1M
Ostrum Asset Management 0.10% Reduce -24.9% 3,572 $2.0M
Disciplined Investors, L.L.C. 1.34% Add +112.3% 3,570 $2.0M
Waldron Private Wealth LLC 0.08% Reduce -1.1% 3,567 $2.0M
VUB Generali dochodkova spravcovska spolocnost, a.s. 1.56% — 3,566 $2.0M
Fairview Capital Investment Management, LLC 0.10% Reduce -2.0% 3,563 $2.0M
HUB Investment Partners, LLC 0.06% New 3,562 $2.0M
Sage Mountain Advisors LLC 0.11% Add +2.7% 3,546 $2.0M
Canopy Partners, LLC 0.66% Add +0.2% 3,534 $2.0M
Live Oak Private Wealth LLC 0.28% No change 3,525 $2.0M
Sax Wealth Advisors, LLC 0.09% Add +30.9% 3,520 $2.0M
Oakworth Capital, Inc. 0.11% Reduce -2.9% 3,514 $2.0M
SBI Securities Co., Ltd. 0.05% Add +3.4% 3,512 $2.0M
Diversified Management Inc. 0.47% — 3,510 $2.0M
HBW Advisory Services LLC 0.22% Add +74.7% 3,508 $2.0M
Boston Research & Management Inc. 0.46% Reduce -1.1% 3,502 $2.0M
Thomasville National Bank 0.12% Reduce -5.3% 3,497 $2.0M
CRA Financial Services, LLC 0.26% Add +0.3% 3,483 $2.0M
Sequent Asset Management, LLC 0.88% Reduce -0.5% 3,465 $2.0M
Kathmere Capital Management, LLC 0.13% Add +6.6% 3,456 $2.0M
King Wealth Management Group 0.24% Reduce -0.9% 3,455 $2.0M
Delta Financial Advisors LLC 0.51% Add +49.5% 3,448 $2.0M
Titleist Asset Management, LLC 0.16% Add +16.4% 3,447 $2.0M
Phoenix Financial Ltd. 0.02% Reduce -10.8% 7,176 $2.0M
Investment Partners, LTD. 0.69% Reduce -5.8% 3,428 $2.0M
Braeburn Wealth Management LLC 1.00% — 3,425 $2.0M
Spreng Capital Management, Inc. 0.77% Reduce -2.3% 3,415 $2.0M
Churchill Financial Advisors, LLC 0.60% — 3,413 $2.0M
Lantern Wealth Advisors, LLC 1.04% Add +2.1% 3,408 $2.0M
Quintet Private Bank (Europe) S.A. 0.11% Reduce -0.8% 3,408 $2.0M
Uncommon Cents Investing LLC 0.47% Reduce -0.9% 3,406 $2.0M
Genus Capital Management Inc. 0.23% New 3,400 $1.9M
Venturi Wealth Management, LLC 0.09% Add +2.2% 3,398 $1.9M
Sound Income Strategies, LLC 0.09% Add +39.6% 2,991 $1.9M
Pinnacle Wealth Management, LLC 1.30% New 3,375 $1.9M
Belpointe Asset Management LLC 0.07% Add +20.6% 3,369 $1.9M
Montecito Bank & Trust 0.31% Add +0.5% 3,362 $1.9M
MSH Capital Advisors LLC 0.41% Add +35.1% 3,357 $1.9M
Moody National Bank Trust Division 0.18% Reduce -38.3% 3,350 $1.9M
Marble Harbor Investment Counsel, LLC 0.20% No change 3,347 $1.9M
Platt Wealth Management LLC 1.90% — 3,347 $1.9M
Transamerica Financial Advisors, LLC 0.16% Reduce -10.8% 3,345 $1.9M
Capital Markets Trading UK LLP 2.31% Reduce -18.6% 3,338 $1.9M
Bullock Wealth Management Group 0.94% — 3,337 $1.9M
Premier Path Wealth Partners, LLC 0.25% Add +7.0% 3,332 $1.9M
Dana Investment Advisors, Inc. 0.06% Reduce -19.2% 3,328 $1.9M
CMG Global Holdings, LLC 0.85% Reduce -0.7% 2,755 $1.9M
AA Financial Advisors, LLC 0.35% Add +1.4% 3,324 $1.9M
PFC Capital Group, Inc. 0.78% Add +0.5% 3,317 $1.9M
SVB Wealth LLC 0.11% Reduce -0.2% 3,312 $1.9M
Gryphon Financial Partners LLC 0.20% Add +17.1% 3,296 $1.9M
Providence Financial Advisors, LLC 1.87% No change 3,272 $1.9M
Kercheville Advisors, LLC 0.49% Add +0.3% 2,875 $1.9M
Point Windward Advisors Inc. 0.90% No change 3,250 $1.9M
Cherokee Insurance Co 0.75% No change 3,250 $1.9M
Abacus Planning Group, Inc. 0.25% Add +1.0% 3,247 $1.9M
MBL Wealth, LLC 0.15% Add +0.3% 3,245 $1.9M
Mendel Money Management 0.78% Reduce -1.7% 3,244 $1.9M
Traphagen Investment Advisors LLC 0.15% Reduce -0.3% 3,237 $1.9M
Alexander Labrunerie & Co., Inc. 0.68% Reduce -0.1% 3,236 $1.9M
Evermay Wealth Management LLC 0.21% Add +29.3% 3,227 $1.8M
Midland Wealth Advisors, LLC 0.10% Reduce -12.3% 3,222 $1.8M
Trivium Point Advisory, LLC 0.19% Add +4.5% 3,220 $1.8M
Childress Capital Advisors, LLC 0.30% Add +13.7% 3,216 $1.8M
New Republic Capital, LLC 0.49% Add +108.2% 3,216 $1.8M
Sovran Advisors, LLC 0.16% Add +2.8% 2,845 $1.8M
Root Financial Partners, LLC 0.10% Reduce -10.4% 3,209 $1.8M
Roxbury Financial LLC 1.65% Reduce -0.2% 3,204 $1.8M
Portfolio Design Labs, LLC 0.30% Add +0.7% 3,185 $1.8M
Visionary Wealth Advisors 0.08% Reduce -0.1% 3,185 $1.8M
Ethos Financial Group, LLC 0.14% Reduce -12.0% 3,180 $1.8M
Avestar Capital, LLC 0.13% Add +1.4% 3,179 $1.8M
Corundum Group, Inc. 0.61% Reduce -4.0% 3,178 $1.8M
Continuum Advisory, LLC 0.18% Add +21.9% 3,178 $1.8M
Menard Financial Group LLC 1.25% Add +0.8% 3,178 $1.8M
Stiles Financial Services Inc 0.56% Reduce -6.0% 3,175 $1.8M
GC Wealth Management RIA, LLC 0.07% Reduce -46.3% 3,174 $1.8M
Altshuler Shaham Ltd 0.03% Add +407.5% 3,172 $1.8M
Provenance Wealth Advisors, LLC 0.20% Reduce -0.8% 3,171 $1.8M
NewSquare Capital LLC 0.16% Reduce -5.0% 3,165 $1.8M
Brookwood Investment Group LLC 0.22% Reduce -1.3% 3,164 $1.8M
Circle Wealth Management, LLC 0.03% Reduce -13.0% 3,161 $1.8M
LBMC Investment Advisors, LLC 0.11% No change 3,159 $1.8M
Inscription Capital, LLC 0.18% Add +52.5% 3,131 $1.8M
Founders Financial Alliance, LLC 0.34% Reduce -1.6% 3,127 $1.8M
OneAscent Financial Services LLC 0.16% Reduce -77.0% 3,119 $1.8M
Central Pacific Bank - Trust Division 0.23% Add +238.2% 3,115 $1.8M
Facet Wealth, Inc. 0.03% Add +40.5% 2,770 $1.8M
Oak Thistle LLC 0.25% New 3,109 $1.8M
Kenora Financial, LLC 0.60% Add +5.9% 3,104 $1.8M
Infrastructure Capital Advisors, LLC 0.29% Add +142.7% 3,099 $1.8M
Berger Financial Group, Inc 0.10% Reduce -1.2% 3,098 $1.8M
Milestone Asset Management, LLC 0.33% Add +14.3% 3,090 $1.8M
Barometer Capital Management Inc. 0.43% Add +460.5% 69,500 $1.8M
Heck Capital Advisors, LLC 0.13% Add +0.1% 3,079 $1.8M
Golden State Wealth Management, LLC 0.19% Reduce -1.9% 3,075 $1.8M
First Interstate Bank 0.09% No change 3,060 $1.8M
Total Investment Management Inc. 0.22% Reduce -9.8% 3,059 $1.8M
Buck Wealth Strategies, LLC 0.22% Add +29.6% 3,051 $1.7M
SG Trading Solutions, LLC 0.41% — 3,049 $1.7M
Bath Savings Trust Co 0.17% Reduce -8.8% 3,045 $1.7M
Chesapeake Wealth Management 0.52% Reduce -2.9% 3,043 $1.7M
Keating Financial Advisory Services, Inc. 0.24% — 3,042 $1.7M
Wealth Effects LLC 0.54% Add +0.0% 3,033 $1.7M
Adell Harriman & Carpenter Inc. 0.10% Add +33.9% 3,031 $1.7M
Auxier Asset Management LLC 0.24% Reduce -6.2% 3,030 $1.7M
Federated Hermes, Inc. 0.00% Reduce -17.4% 3,029 $1.7M
Purus Wealth Management, LLC 0.54% Add +0.5% 3,018 $1.7M
Wealth Management Partners, LLC 0.49% Reduce -5.6% 3,011 $1.7M
Trustmark Bank Trust Department 0.11% Add +1.3% 3,009 $1.7M
Centaurus Financial, Inc. 0.08% Add +12.7% 3,008 $1.7M
Kennebec Savings Bank 1.49% Reduce -0.4% 3,002 $1.7M
Birinyi Associates Inc. 0.43% No change 3,000 $1.7M
RH Tailwind Management, LLC 1.73% — 3,000 $1.7M
Supplemental Annuity Collective Trust of NJ 0.44% No change 3,000 $1.7M
Martel Wealth Advisors LLC 0.29% No change 3,000 $1.7M
Barnes Dennig Private Wealth Management LLC 1.73% Reduce -0.8% 3,000 $1.7M
Lineweaver Wealth Advisors, LLC 0.23% Add +7.9% 2,997 $1.7M
Synergy Asset Management, LLC 0.18% Reduce -68.5% 2,993 $1.7M
Souders Financial Advisors 0.20% Reduce -20.7% 2,990 $1.7M
Ironwood Investment Counsel, LLC 0.24% Reduce -1.6% 2,986 $1.7M
Telos Capital Management, Inc. 0.16% Reduce -8.3% 2,980 $1.7M
Hancock Whitney Corp. 0.03% Reduce -2.4% 2,978 $1.7M
Aprio Wealth Management, LLC 0.10% Add +35.0% 2,755 $1.7M
Heartwood Wealth Advisors LLC 0.16% No change 2,975 $1.7M
First County Bank 0.90% Add +1.5% 2,974 $1.7M
Douglas Lane & Associates, LLC 0.02% Reduce -9.3% 2,971 $1.7M
Benin Management CORP 0.38% Reduce -6.3% 2,965 $1.7M
Hartford Funds Management Co LLC 0.14% New 2,962 $1.7M
Monograph Wealth Advisors, LLC 0.17% No change 2,959 $1.7M
Cypress Wealth Services, LLC 0.23% New 2,959 $1.7M
Global Trust Wealth Management LLC 1.26% — 2,958 $1.7M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.64% Add +0.7% 2,955 $1.7M
Quantum Financial Advisors, LLC 0.19% Add +90.5% 2,953 $1.7M
Probity Advisors, Inc. 0.27% Add +3.6% 2,951 $1.7M
GMO 0.00% Reduce -24.2% 2,951 $1.7M
PDS Planning, Inc 0.11% Add +1.0% 2,941 $1.7M
Pathway Financial Advisors LLC 0.21% No change 2,700 $1.7M
Elevated Private Wealth, LLC 1.75% — 2,932 $1.7M
Sierra Summit Advisors LLC 0.26% Add +2.2% 2,927 $1.7M
Vermillion Wealth Management, Inc. 0.69% Add +15.3% 2,927 $1.7M
Harfst & Associates, Inc. 0.30% Reduce -1.2% 2,905 $1.7M
Zions Bancorporation, National Association 0.08% Add +33.0% 2,902 $1.7M
Affinity Investment Advisors, LLC 1.10% Reduce -11.8% 2,896 $1.7M
Mechanics Financial Corp 0.61% No change 2,896 $1.7M
US Asset Management LLC 1.35% Reduce -0.9% 2,895 $1.7M
Burns J W & Co. Inc. 0.18% Add +1.1% 2,886 $1.7M
Grandview Asset Management LLC 0.45% Reduce -3.8% 2,881 $1.7M
Verus Capital Partners, LLC 0.11% Add +5.2% 2,881 $1.7M
Virtu Financial LLC 0.06% New 2,881 $1.6M
Hilltop National Bank 0.40% Reduce -3.1% 2,880 $1.6M
Compass Ion Advisors, LLC 0.16% Reduce -0.3% 2,871 $1.6M
Chancellor Financial Group WB LP 1.13% Add +0.1% 2,871 $1.6M
Aire Advisors, LLC 0.30% Add +0.1% 2,868 $1.6M
Lighthouse Financial Services Inc. 0.38% — 2,866 $1.6M
Greenberg Financial Group 0.68% — 2,865 $1.6M
Sawgrass Asset Management LLC 0.20% No change 2,846 $1.6M
GKV Capital Management Co., Inc. 0.61% No change 2,840 $1.6M
Capstone Financial Advisors, Inc. 0.09% Add +1.3% 2,837 $1.6M
Ballast, Inc. 0.38% Add +0.3% 2,833 $1.6M
High Net Worth Advisory Group LLC 0.37% Reduce -2.5% 2,828 $1.6M
Rothschild Wealth LLC 0.16% Add +9.1% 2,828 $1.6M
iSAM Funds (UK) Ltd 0.58% New 2,826 $1.6M
Ark Wealth Advisors LLC 1.74% — 2,822 $1.6M
Quotient Wealth Partners, LLC 0.04% Add +2.2% 2,817 $1.6M
Herold Advisors, Inc. 0.36% Reduce -2.1% 2,815 $1.6M
Realta Investment Advisors 0.53% Reduce -7.9% 2,814 $1.6M
Stableford Capital II LLC 0.58% Add +33.1% 2,813 $1.6M
Garrett Wealth Advisory Group, LLC 0.30% Reduce -0.7% 2,813 $1.6M
Denver PWM, LLC 0.54% No change 4,150 $1.6M
Cranbrook Wealth Management, LLC 0.32% Add +26.0% 2,807 $1.6M
Baring Financial LLC 0.98% Add +2.3% 2,803 $1.6M
Peavine Capital, LLC 0.34% No change 2,800 $1.6M
Claris Advisors, LLC / Mo / 0.49% Add +1.9% 2,798 $1.6M
Townsquare Capital LLC 0.36% Add +2.6% 2,790 $1.6M
Teucrium Investment Advisors, LLC 1.75% — 2,790 $1.6M
Creekside Partners 0.67% Add +0.1% 2,785 $1.6M
Farmers National Bank 0.36% Reduce -1.7% 2,777 $1.6M
Plancorp, LLC 0.05% Add +0.5% 2,777 $1.6M
Allen Wealth Management, LLC 0.96% Reduce -12.6% 2,771 $1.6M
Bison Wealth, LLC 0.18% Reduce -28.8% 2,327 $1.6M
Patriot Investment Management Group, Inc. 0.10% Add +0.3% 2,757 $1.6M
Cornercap Investment Counsel Inc. 0.78% Reduce -28.9% 2,756 $1.6M
Clarius Group, LLC 0.09% No change 2,755 $1.6M
Tudor Financial Inc. 0.81% Reduce -1.6% 2,752 $1.6M
Legacy Financial Advisors, Inc. 0.22% Add +1.9% 2,750 $1.6M
Trace Wealth Advisors, LLC 1.14% No change 2,750 $1.6M
Keynote Financial Services LLC 0.89% Reduce -12.6% 2,744 $1.6M
Disciplined Equity Management, Inc. 0.81% Reduce -1.8% 2,730 $1.6M
Aviso Wealth Management 0.66% Reduce -3.6% 2,729 $1.6M
Hills Bank & Trust Co 0.09% Add +8.4% 2,723 $1.6M
180 Wealth Advisors, LLC 0.18% Add +18.5% 2,716 $1.6M
Klingman & Associates, LLC 0.07% Add +2.0% 2,714 $1.6M
Tiemann Investment Advisors, LLC 0.60% Reduce -3.4% 2,714 $1.6M
Stillwater Wealth Management Group 1.05% Add +230.8% 2,713 $1.6M
Kestra Investment Management, LLC 0.04% Reduce -2.5% 2,704 $1.5M
Prosperity Bancshares Inc 1.40% — 2,703 $1.5M
Covenant Asset Management, LLC 0.30% Reduce -0.0% 2,703 $1.5M
Bridgewater Advisors Inc. 0.10% Add +0.4% 2,398 $1.5M
CFS Investment Advisory Services, LLC 0.11% Add +23.6% 2,700 $1.5M
Hickory Point Bank & Trust 1.12% No change 2,695 $1.5M
Prestige Wealth Management Group LLC 0.29% Add +4.9% 2,693 $1.5M
Worth Asset Management, LLC 0.65% New 2,690 $1.5M
Signal Advisors Wealth, LLC 0.12% Add +13.7% 2,687 $1.5M
Toth Financial Advisory Corp. 0.17% Add +0.3% 2,682 $1.5M
Winebrenner Capital Management LLC 1.02% Add +1.6% 2,681 $1.5M
Bank of Stockton 0.44% Reduce -6.4% 2,680 $1.5M
Northern Financial Advisors Inc 1.75% Reduce -48.3% 2,671 $1.5M
Palumbo Wealth Management LLC 0.38% Add +0.1% 2,668 $1.5M
Pinnacle Wealth Planning Services, Inc. 0.16% Reduce -1.9% 2,663 $1.5M
Washington Trust Advisors, Inc. 0.12% Reduce -4.3% 2,661 $1.5M
Ullmann Wealth Partners Group, LLC 0.16% No change 2,639 $1.5M
Nabity-Jensen Investment Management Inc 1.03% Reduce -10.5% 2,655 $1.5M
Agf Management Ltd. 0.01% Reduce -21.1% 2,651 $1.5M
First Command Advisory Services, Inc. 0.01% Reduce -7.2% 2,649 $1.5M
Richard Bernstein Advisors LLC 0.04% Reduce -51.8% 2,643 $1.5M
Eagle Bluffs Wealth Management LLC 0.61% Add +0.9% 2,641 $1.5M
Somerville Kurt F 0.26% No change 2,640 $1.5M
Well Done, LLC 0.23% Reduce -5.2% 2,638 $1.5M
Yoffe Investment Management, LLC 1.93% No change 2,637 $1.5M
Capital Analysts, LLC 0.04% Add +0.1% 2,634 $1.5M
Brown, Lisle/Cummings, Inc. 0.37% Add +2.3% 2,633 $1.5M
Klingenstein Fields & Co. LP 0.06% No change 2,626 $1.5M
Cypress Asset Management Inc. 0.33% Reduce -0.4% 2,622 $1.5M
Peregrine Asset Advisers, Inc. 0.42% Reduce -32.0% 2,619 $1.5M
Key Financial Inc 0.27% Reduce -1.9% 2,618 $1.5M
Intellectus Partners, LLC 0.29% Reduce -52.4% 2,617 $1.5M
Paragon Capital Management LLC 0.76% Add +0.6% 2,616 $1.5M
Saxon Interests, Inc. 0.53% Reduce -4.3% 2,608 $1.5M
Brucke Financial, Inc. 0.82% Reduce -7.2% 2,608 $1.5M
Arrowroot Family Office, LLC 0.54% Reduce -3.1% 2,608 $1.5M
Indivisible Partners 0.16% — 2,605 $1.5M
Addison Capital Co 0.37% Add +0.0% 2,581 $1.5M
Cambient Family Office, LLC 0.21% — 2,580 $1.5M
Legacy Wealth Asset Management, LLC 0.36% Reduce -4.0% 2,578 $1.5M
Resonant Capital Advisors, LLC 0.08% Add +0.6% 2,576 $1.5M
Tidemark, LLC 0.42% Reduce -16.5% 2,576 $1.5M
Tradition Wealth Management, LLC 0.11% Add +1.2% 2,574 $1.5M
Global Financial Private Client, LLC 0.52% Add +0.4% 2,572 $1.5M
Atwood & Palmer Inc. 0.08% No change 2,565 $1.5M
CVA Family Office, LLC 0.17% Add +0.4% 2,561 $1.5M
Secured Retirement Advisors, LLC 0.82% Reduce -32.7% 2,555 $1.5M
Cove Private Wealth, LLC 0.44% Add +8.2% 2,553 $1.5M
Marks Group Wealth Management, Inc 0.14% Add +11.5% 2,552 $1.5M
TOWER TRUST & INVESTMENT Co 0.92% Add +16.4% 2,548 $1.5M
Gleason Group, Inc. 0.14% Reduce -0.6% 2,548 $1.5M
Elyxium Wealth, LLC 0.40% Add +1.4% 2,542 $1.5M
Acropolis Investment Management, LLC 0.07% Add +5.8% 2,540 $1.5M
Aspiriant, LLC 0.04% Add +2.5% 2,537 $1.5M
O'Brien Wealth Partners LLC 0.19% No change 2,535 $1.5M
Keystone Financial Group 0.11% Add +3.6% 2,535 $1.5M
Whalen Wealth Management Inc. 0.78% Add +403.2% 2,531 $1.4M
Generali Investments, Management Co LLC 0.29% Reduce -4.6% 2,529 $1.4M
Edgestream Partners, L.P. 0.04% Reduce -70.1% 2,527 $1.4M
Shoker Investment Counsel, Inc. 0.42% Add +0.2% 2,526 $1.4M
Heritage Wealth Advisors 0.06% Reduce -1.8% 2,523 $1.4M
Prosperity Financial Group, Inc. 0.52% Add +13.2% 2,514 $1.4M
Rogco, LP 0.48% Reduce -1.0% 2,511 $1.4M
Wealth Watch Advisors, INC 0.53% Add +0.1% 2,509 $1.4M
YANKCOM Partnership 0.61% Add +8.1% 2,507 $1.4M
TrustBank 0.60% — 2,506 $1.4M
Slocum, Gordon & Co LLP 1.04% No change 2,500 $1.4M
Sippican Capital Advisors 0.92% No change 2,500 $1.4M
Washburn Capital Management, Inc. 0.79% Reduce -1.3% 2,497 $1.4M
Northstar Group, Inc. 0.20% No change 2,486 $1.4M
Intrust Bank NA 0.12% Add +0.3% 2,483 $1.4M
White Lighthouse Investment Management Inc. 0.20% No change 2,471 $1.4M
Summit Global Investments 0.08% Add +457.6% 2,470 $1.4M
Tanglewood Legacy Advisors, LLC 0.53% Reduce -45.4% 2,470 $1.4M
Reynders McVeigh Capital Management, LLC 0.07% Reduce -0.0% 2,465 $1.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.17% Reduce -8.5% 2,465 $1.4M
One Capital Management, LLC 0.04% Add +6.0% 2,459 $1.4M
Sun Financial Inc 0.78% — 2,455 $1.4M
Prosperitas Financial LLC 0.55% Reduce -9.4% 2,454 $1.4M
Fiduciary Group, LLC 0.12% No change 2,450 $1.4M
E&G Advisors, LLC 0.31% Add +4.3% 2,444 $1.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -9.9% 2,190 $1.4M
Arbor Wealth Advisors LLC 0.99% No change 2,437 $1.4M
Firethorn Wealth Partners, LLC 0.52% Reduce -0.6% 2,436 $1.4M
Trillium Asset Management, LLC 0.04% No change 2,434 $1.4M
Leisure Capital Management 0.46% Add +65.1% 2,433 $1.4M
Blackhawk Capital Partners, LLC 0.52% Reduce -24.2% 2,429 $1.4M
BankChampaign, National Association 1.37% — 2,427 $1.4M
Greenwich Wealth Management LLC 0.06% Reduce -1.2% 2,427 $1.4M
Strategic Investment Advisors / MI 0.12% Add +35.1% 2,425 $1.4M
Shepherd Street Advisors LLC 1.33% — 2,422 $1.4M
Alteri Wealth LLC 0.45% Add +55.6% 2,413 $1.4M
BSW Wealth Partners 0.17% Reduce -3.5% 2,413 $1.4M
Wellspring Financial Advisors, LLC 0.11% Add +330.9% 2,409 $1.4M
Harris Associates (Oakmark Funds) 0.00% No change 2,408 $1.4M
71 West Capital Partners 0.06% — 2,400 $1.4M
Caption Management, LLC 0.06% New 2,400 $1.4M
North Star Asset Management Inc. 0.06% Add +4.3% 2,398 $1.4M
AAFMAA Wealth Management & Trust LLC 0.54% Reduce -36.4% 2,395 $1.4M
Seelaus Asset Management LLC 1.10% Reduce -3.0% 2,383 $1.4M
Independence Bank of Kentucky 0.17% Add +7.4% 2,383 $1.4M
Sompo Asset Management Co., Ltd. 0.23% Reduce -2.9% 2,380 $1.4M
SJS Investment Consulting Inc. 0.17% Add +2.4% 2,374 $1.4M
Astoria Portfolio Advisors LLC. 0.31% Add +16.5% 1,797 $1.4M
Capital Planning Advisors, LLC 0.18% Reduce -7.6% 2,372 $1.4M
Quadrant Private Wealth Management, LLC 0.22% Add +9.0% 2,371 $1.4M
Fortem Financial Group, LLC 0.36% Add +34.2% 2,368 $1.4M
Leonard Rickey Investment Advisors P.L.L.C. 0.24% New 2,365 $1.4M
Lincoln Capital LLC 0.24% No change 2,355 $1.3M
Waycross Partners, LLC 0.11% Reduce -13.0% 2,350 $1.3M
Interchange Capital Partners, LLC 0.25% Add +47.4% 2,345 $1.3M
Cidel Asset Management Inc. 0.09% Reduce -4.9% 2,341 $1.3M
Campbell & CO Investment Adviser LLC 0.06% New 2,341 $1.3M
REDW Wealth LLC 0.51% Reduce -3.4% 2,337 $1.3M
CDM Financial Counseling Services, Inc. 1.25% — 2,335 $1.3M
United Asset Strategies, Inc. 0.10% Reduce -5.3% 2,334 $1.3M
Constitution Capital LLC 0.63% Add +4.5% 2,330 $1.3M
Chesley Taft & Associates LLC 0.05% Add +116.0% 2,326 $1.3M
Pine Haven Investment Counsel, Inc 0.95% Reduce -1.8% 2,324 $1.3M
Calton & Associates, Inc. 0.19% Add +5.2% 2,309 $1.3M
Ascentis Wealth Management, LLC 0.34% Reduce -13.1% 2,305 $1.3M
Puzo Michael J 0.36% No change 2,300 $1.3M
KKM Financial LLC 0.23% Reduce -5.2% 2,297 $1.3M
LFG Wealth Partners, LLC 0.84% — 2,293 $1.3M
Sweeney & Michel, LLC 0.39% Add +3.2% 1,691 $1.3M
Laurel Oak Wealth Management, LLC 0.22% — 2,284 $1.3M
Retirement Planning Group, LLC 0.04% Add +3.0% 2,283 $1.3M
Cahill Financial Advisors Inc. 0.14% Reduce -4.6% 2,281 $1.3M
Capital Advantage, Inc. 0.18% Add +0.5% 2,280 $1.3M
Atlanta Consulting Group Advisors, LLC 0.30% No change 2,280 $1.3M
GHP Investment Advisors, Inc. 0.05% Reduce -0.4% 2,276 $1.3M
Performance Wealth Partners, LLC 0.04% Reduce -36.8% 2,273 $1.3M
SageView Advisory Group, LLC 0.04% Add +13.4% 2,272 $1.3M
Goepper Burkhardt LLC 0.42% No change 2,267 $1.3M
Primoris Wealth Advisors, LLC 0.78% New 2,266 $1.3M
Beverly Hills Private Wealth, LLC 0.23% Reduce -0.3% 2,266 $1.3M
Intellus Advisors LLC 0.17% Add +81.3% 2,265 $1.3M
KPP Advisory Services LLC 0.19% Reduce -1.1% 2,262 $1.3M
2UniFi Bank 0.61% Add +1.9% 2,260 $1.3M
TMB Capital Partners, LLC 0.44% — 2,258 $1.3M
Lombard Odier Asset Management (USA) Corp 0.69% New 2,250 $1.3M
Platform Technology Partners 0.27% Reduce -2.6% 2,249 $1.3M
Hunter Associates Investment Management LLC 0.17% Reduce -2.4% 2,246 $1.3M
WFA of San Diego, LLC 0.94% Reduce -4.9% 2,246 $1.3M
August Group Capital Ltd 1.42% — 2,238 $1.3M
Clarus Wealth Advisors 0.53% Reduce -13.8% 2,013 $1.3M
Bluedoor Private Wealth, LLC 0.59% — 2,234 $1.3M
SHP Wealth Management 0.10% — 2,235 $1.3M
Legacy Private Trust Co. 0.08% Reduce -0.7% 2,231 $1.3M
West Family Investments, Inc. 0.30% Reduce -5.8% 2,227 $1.3M
TRUE Private Wealth Advisors 0.13% Reduce -6.0% 2,226 $1.3M
Wimmer Associates 1, LLC 0.59% No change 2,222 $1.3M
LGT Group Foundation 0.01% Reduce -21.7% 2,204 $1.3M
Cassaday & Co Wealth Management LLC 0.03% Add +4.4% 2,219 $1.3M
WoodTrust Financial Corp 0.15% Add +256.8% 2,219 $1.3M
Fiduciary Family Office, LLC 0.37% Reduce -4.1% 2,217 $1.3M
Cfo Capital Management LLC 0.95% — 2,215 $1.3M
Financial Consulate, Inc. 0.17% Add +1.0% 2,213 $1.3M
Analyst IMS Investment Management Services Ltd. 0.04% Reduce -3.4% 2,214 $1.3M
RM Financial Services, LLC 1.13% — 2,213 $1.3M
ROI Financial Advisors, LLC 0.73% Add +11.8% 2,209 $1.3M
Horizon Wealth Management, LLC 0.20% Add +0.1% 2,208 $1.3M
Compass Capital Corp. /Ma/ 0.49% Add +9.3% 1,701 $1.3M
Kieckhefer Group LLC 0.60% New 2,200 $1.3M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.42% Reduce -0.1% 2,200 $1.3M
Wayfinding Financial, LLC 0.53% Reduce -4.2% 2,195 $1.3M
Cortland Associates Inc. 0.16% Reduce -14.3% 2,189 $1.3M
Latitude Advisors, LLC 0.55% Reduce -1.5% 2,188 $1.3M
South Plains Financial, Inc. 0.74% Reduce -3.1% 2,186 $1.3M
TFR Capital, LLC. 0.41% Add +1.6% 2,185 $1.3M
Cercano Management LLC 0.05% No change 2,180 $1.2M
Soltis Investment Advisors LLC 0.08% Add +0.1% 2,173 $1.2M
Earned Wealth Advisors, LLC 0.09% Add +208.7% 2,173 $1.2M
LVM Capital Management Ltd. 0.12% Reduce -1.4% 2,166 $1.2M
Icon Wealth Advisors, LLC 0.08% Add +27.3% 2,159 $1.2M
Patton Albertson Miller Group, LLC 0.15% Reduce -0.9% 2,162 $1.2M
Hennion & Walsh Asset Management, Inc. 0.04% Add +129.8% 2,162 $1.2M
Fiduciary Alliance LLC 0.08% Add +3.1% 2,161 $1.2M
Baker Ellis Asset Management LLC 0.15% Add +34.1% 2,157 $1.2M
Peoples Financial Services Corp. 0.58% Reduce -4.4% 2,157 $1.2M
Retirement Planning Co of New England, Inc. 0.50% Reduce -10.6% 2,156 $1.2M
Windsor Capital Management, LLC 0.36% Add +0.1% 2,155 $1.2M
Aberdeen Wealth Management LLC 0.57% Reduce -1.4% 2,153 $1.2M
Means Investment Co., Inc. 0.10% Reduce -5.4% 2,153 $1.2M
Schonfeld Strategic Advisors LLC 0.01% Reduce -96.3% 2,150 $1.2M
Spirepoint Private Client, LLC 0.12% Add +2.0% 2,141 $1.2M
Frec Markets, Inc. 0.36% — 2,130 $1.2M
Harbor Investment Advisory, LLC 0.09% Add +2.3% 2,128 $1.2M
McAdam, LLC 0.06% Add +2.5% 2,123 $1.2M
W Advisors, LLC 0.61% Add +0.2% 2,112 $1.2M
Martin Capital Advisors, LLP 0.71% No change 2,111 $1.2M
Bill Few Associates, Inc. 0.30% Reduce -8.3% 2,109 $1.2M
Thrive Wealth Management, LLC 0.18% Add +11.3% 2,104 $1.2M
Sovereign Financial Group, Inc. 0.21% Add +2.5% 2,100 $1.2M
Mechanics Bank Trust Department 0.16% Reduce -1.4% 2,100 $1.2M
First American Bank 0.07% No change 2,097 $1.2M
Mountain Pacific Investment Advisers LLC 0.19% Reduce -2.7% 2,094 $1.2M
LaSalle St. Investment Advisors, LLC 0.19% Add +1.1% 2,090 $1.2M
Cascades Capital Asset Management, LLC 0.51% Reduce -2.4% 2,088 $1.2M
Austin Private Wealth, LLC 0.09% Reduce -4.8% 2,081 $1.2M
Perpetual Ltd 0.02% Add +25.4% 2,077 $1.2M
Nvwm, LLC 0.26% Add +0.1% 2,076 $1.2M
Bryn Mawr Trust Advisors, LLC 0.06% Add +7.0% 2,075 $1.2M
Winthrop Advisory Group LLC 0.10% Add +1.5% 2,078 $1.2M
LifePlan Financial, LLC 0.91% Reduce -4.7% 2,068 $1.2M
AF Advisors, Inc. 0.45% Add +0.1% 2,063 $1.2M
Sage Investment Counsel LLC 1.30% Add +0.1% 2,061 $1.2M
Miramontes Capital, LLC 0.40% — 2,059 $1.2M
Dudley Capital Management, LLC 0.52% Add +0.1% 2,056 $1.2M
Pines Wealth Management, LLC 0.38% Add +7.8% 2,055 $1.2M
Asset Advisory Group, Inc. 0.59% — 2,054 $1.2M
Allen Mooney & Barnes Investment Advisors LLC 0.18% Reduce -1.2% 2,052 $1.2M
Legacy Capital Group California, Inc. 0.28% Reduce -18.5% 2,048 $1.2M
First Commonwealth Financial Corp 0.19% Reduce -1.3% 2,042 $1.2M
Regal Investment Advisors LLC 0.07% Add +42.6% 2,042 $1.2M
Beacon Financial Advisory LLC 0.27% Add +0.4% 2,041 $1.2M
Armstrong Advisory Group, Inc. 0.08% Reduce -12.0% 2,040 $1.2M
Jacksonville Wealth Management, LLC 0.83% Add +1.1% 2,038 $1.2M
Obermeyer Wealth Partners 0.05% Reduce -1.5% 2,037 $1.2M
Doliver Advisors, LP 0.29% Reduce -5.4% 2,035 $1.2M
SmartHarvest Portfolios, LLC 0.40% — 2,031 $1.2M
NCM Capital Management, LLC 0.43% No change 2,030 $1.2M
Advyzon Investment Management, LLC 0.13% Add +347.2% 2,026 $1.2M
Walter & Keenan Wealth Management LLC /in/ 0.31% Add +1.3% 2,025 $1.2M
Adelphi Trust Co 0.95% — 2,022 $1.2M
Titan Investment Solutions Ltd 0.14% — 2,015 $1.2M
Marion Wealth Management 0.26% Reduce -15.5% 1,842 $1.2M
626 Financial, LLC 0.50% Reduce -0.5% 2,014 $1.2M
Cahaba Wealth Management, Inc. 0.08% Reduce -0.8% 2,012 $1.2M
Claris Financial LLC 0.61% Add +2.4% 2,009 $1.2M
Arcataur Capital Management LLC 0.33% Reduce -0.3% 2,005 $1.1M
Addison Advisors LLC 0.26% Reduce -19.1% 2,001 $1.1M
AlphaQuest LLC 0.06% Add +7.3% 2,001 $1.1M
Zinnia Wealth Advisory, LLC 1.24% — 2,001 $1.1M
Saybrook Capital 0.29% No change 2,000 $1.1M
First Financial Bankshares Inc 0.02% Reduce -16.6% 2,000 $1.1M
Lester Murray Antman dba SimplyRich 0.30% No change 1,996 $1.1M
Veracity Capital LLC 0.34% Reduce -3.0% 1,990 $1.1M
Base Wealth Management LLC 0.61% Add +0.1% 1,990 $1.1M
Meriwether Wealth & Planning, LLC 0.64% Add +15.5% 1,988 $1.1M
Waterloo Capital, L.P. 0.08% Add +4.0% 1,986 $1.1M
GM Advisory Group, LLC 0.04% Add +19.4% 1,975 $1.1M
Patriot Financial Group Insurance Agency, LLC 0.14% Add +13.7% 1,974 $1.1M
Wrapmanager Inc. 0.38% Reduce -19.0% 1,969 $1.1M
Fairvoy Private Wealth, LLC 0.25% Reduce -4.2% 1,967 $1.1M
Patten Group, Inc. 0.21% Add +0.1% 1,964 $1.1M
Bedel Financial Consulting, Inc. 0.12% Add +0.5% 1,958 $1.1M
3Chopt Investment Partners, LLC 0.25% Reduce -1.4% 1,955 $1.1M
West Michigan Advisors, LLC 0.26% Reduce -11.2% 1,955 $1.1M
Breakwater Capital Group 0.16% Reduce -1.6% 1,954 $1.1M
Zullo Investment Group, Inc. 0.41% Reduce -7.0% 1,951 $1.1M
Redwood Wealth Management Group, LLC 0.47% Add +1.3% 1,950 $1.1M
Summit Financial Strategies, Inc. 0.09% Add +5.6% 1,949 $1.1M
Parr McKnight Wealth Management Group, LLC 0.15% Reduce -2.4% 1,948 $1.1M
Retireful, LLC 1.40% New 1,931 $1.1M
Tarbox Family Office, Inc. 0.18% Reduce -6.2% 1,946 $1.1M
Arvest Bank Trust Division 0.06% Add +15.1% 1,946 $1.1M
Maridea Wealth Management LLC 0.17% Add +343.1% 1,945 $1.1M
Sterling Wealth Management, Inc. 0.32% No change 1,943 $1.1M
Kozak & Associates, Inc. 0.21% Add +5.8% 1,800 $1.1M
Fulton Breakefield Broenniman LLC 0.07% Reduce -1.3% 1,936 $1.1M
Financial Engines Advisors L.L.C. 0.00% Reduce -11.0% 1,935 $1.1M
DMC Group, LLC 0.74% Reduce -1.3% 1,934 $1.1M
Beaumont Financial Advisors, LLC 0.07% Add +0.5% 1,934 $1.1M
KFA Private Wealth Group, LLC 0.27% Reduce -0.1% 1,923 $1.1M
Horst & Graben Wealth Management LLC 0.17% Add +0.2% 1,921 $1.1M
Revisor Wealth Management LLC 0.29% Add +1.7% 1,741 $1.1M
Bell Bank 0.05% Reduce -20.5% 1,920 $1.1M
Perennial Investment Advisors, LLC 0.09% Add +11.3% 1,914 $1.1M
Allen Investment Management, LLC 0.01% New 1,913 $1.1M
Boston Partners 0.00% Reduce -0.5% 1,912 $1.1M
Pacifica Partners Inc. 0.49% Reduce -1.1% 1,826 $1.1M
Olistico Wealth, LLC 0.53% No change 1,907 $1.1M
Purkiss Capital Advisors LLC 0.51% Reduce -11.2% 1,905 $1.1M
Opinicus Capital, Inc. 0.76% Add +1.0% 1,904 $1.1M
Stonebridge Financial Group, LLC 0.09% Add +2.0% 1,902 $1.1M
Guardian Asset Advisors, LLC 0.57% Reduce -2.5% 1,902 $1.1M
Bantamac Capital, LLC 0.77% No change 1,900 $1.1M
Severin Investments, LLC 0.96% Add +68.3% 1,898 $1.1M
Gerber Kawasaki Wealth & Investment Management 0.04% Reduce -3.7% 1,896 $1.1M
Wulff, Hansen & Co. 0.91% No change 1,895 $1.1M
Financial Partners Group, Inc 0.13% Add +4.7% 1,650 $1.1M
Pitcairn Wealth Advisors LLC 0.10% — 1,890 $1.1M
Appleton Partners Inc. 0.07% Add +14.3% 1,888 $1.1M
Centurion Wealth Management LLC 0.24% No change 1,883 $1.1M
Rational Advisors, Inc. 0.12% Add +67.7% 1,881 $1.1M
Carret Asset Management, LLC 0.10% No change 1,877 $1.1M
Providence First Trust Co 0.37% Add +229.0% 1,872 $1.1M
Excalibur Management Corp. 0.39% Reduce -1.8% 1,871 $1.1M
Landaas & Co. /Wi 0.24% Add +2.1% 1,871 $1.1M
Reliant Investment Partners, LLC 0.84% Add +13.9% 1,863 $1.1M
Bensler, LLC 0.11% Add +7.4% 1,861 $1.1M
Sterling Investment Advisors, Ltd. 0.20% Reduce -5.1% 1,851 $1.1M
RMR Wealth Builders 0.08% Add +34.7% 1,849 $1.1M
Davis Investment Partners, LLC 0.37% Add +3.0% 1,770 $1.1M
Smithbridge Asset Management Inc. 0.09% New 1,847 $1.1M
Baldwin Wealth Partners LLC 0.07% Reduce -1.1% 1,847 $1.1M
Hamel Associates, Inc. 0.32% Reduce -13.2% 1,841 $1.1M
Garner Asset Management Corp 0.41% Reduce -1.0% 1,847 $1.1M
Fiera Capital Corp 0.00% No change 1,845 $1.1M
Morse Asset Management, Inc 0.21% Add +3.3% 1,843 $1.1M
Westmount Partners, LLC 0.26% Add +0.2% 1,840 $1.1M
Deseret Mutual Benefit Administrators 0.45% Reduce -0.3% 1,840 $1.1M
Cardiff Park Advisors, LLC 0.09% Reduce -58.6% 1,837 $1.1M
Two Sigma Securities, LLC 0.14% New 1,836 $1.1M
Montz Harcus Wealth Management LLC 0.43% Reduce -12.8% 1,831 $1.0M
Operose Advisors LLC 0.24% Add +1.7% 1,824 $1.0M
Impact Capital Partners LLC 0.31% Reduce -4.0% 1,824 $1.0M
Woodley Farra Manion Portfolio Management Inc. 0.05% No change 1,819 $1.0M
Coastal Bridge Advisors, LLC 0.08% Reduce -0.3% 1,819 $1.0M
Larry Mathis Financial Planning, LLC 0.92% — 1,818 $1.0M
Kintra Wealth, LLC 0.15% New 1,817 $1.0M
Tortoise Capital Advisors, L.L.C. 0.01% New 1,816 $1.0M
Stokes Family Office, LLC 0.10% Add +9.4% 1,815 $1.0M
Opal Capital LLC 0.26% — 1,400 $1.0M
FUKOKU MUTUAL LIFE INSURANCE Co 0.07% Reduce -8.2% 1,811 $1.0M
J.Safra Asset Management Corp 0.05% New 1,806 $1.0M
Cornerstone Advisory, LLC 0.10% Reduce -8.0% 1,806 $1.0M
McBroom & Associates, LLC 0.50% No change 1,806 $1.0M
Moment Partners, LLC 0.21% Reduce -0.6% 1,806 $1.0M
Violich Capital Management, Inc. 0.12% No change 1,800 $1.0M
Northside Capital Management, LLC 0.09% Reduce -4.8% 1,795 $1.0M
Transcend Capital Advisors, LLC 0.08% Reduce -44.1% 1,791 $1.0M
Alta Advisers Ltd 0.37% Reduce -25.1% 1,791 $1.0M
Xxi Wealth, LLC 0.62% — 1,790 $1.0M
Lakeside Advisors, INC. 0.65% Add +0.1% 1,788 $1.0M
Accredited Investors Inc. 0.05% Reduce -0.5% 1,788 $1.0M
KRM Wealth Management L.L.C. 0.56% — 1,787 $1.0M
West Branch Capital LLC 0.26% Add +324.0% 1,785 $1.0M
Lakeridge Wealth Management LLC 0.46% Add +1.3% 1,783 $1.0M
NWF Advisory Services Inc. 0.11% Reduce -2.3% 1,777 $1.0M
Grove Bank & Trust 0.11% Add +1.4% 1,776 $1.0M
Daner Wealth Management, LLC 0.62% Add +2.3% 1,370 $1.0M
Versant Capital Management, Inc 0.13% Add +31.5% 1,774 $1.0M
TCV Trust & Wealth Management, Inc. 0.08% Add +16.9% 1,771 $1.0M
Opal Wealth Advisors, LLC 0.26% Add +0.3% 1,760 $1.0M
Meeder Asset Management Inc. 0.05% Add +2828.3% 1,757 $1.0M
Taylor Financial Group, Inc. 0.59% Reduce -1.5% 1,753 $1.0M
Gradient Investments LLC 0.02% Add +21.0% 1,751 $1.0M
Paulson Wealth Management Inc. 0.23% Reduce -1.8% 1,751 $1.0M
Everpar Advisors LLC 0.37% Add +14.5% 1,749 $1.0M
Pettyjohn, Wood & White, Inc. 0.16% Add +51.4% 1,746 $1.0M
LifeSteps Financial, Inc. 0.64% Add +0.6% 1,746 $1.0M
Warther Private Wealth, LLC 0.24% Add +64.8% 1,742 $998K
Signature Estate & Investment Advisors LLC 0.02% Add +12.8% 1,741 $997K
Wagner Wealth Management, LLC 0.21% Add +9.1% 1,739 $996K
Lafayette Investments, Inc. 0.19% No change 1,736 $994K
Wealth Alliance, LLC 0.10% Reduce -9.6% 1,735 $994K
Vigil Wealth Management, LLC 0.83% — 1,733 $993K
Tompkins Financial Corp. 0.08% Reduce -14.4% 1,728 $990K
Van Hulzen Asset Management, LLC 0.07% Reduce -4.8% 1,725 $988K
Sivia Capital Partners, LLC 0.20% Add +72.7% 1,723 $987K
Optas, LLC 0.15% Add +24.7% 1,721 $986K
Cornerstone Select Advisors, LLC 0.68% No change 1,720 $985K
One Degree Advisors Inc 0.27% No change 1,721 $985K
Canal Capital Management, LLC 0.14% Add +0.2% 1,718 $984K
Check Capital Management Inc. 0.06% No change 1,717 $984K
Smith Chas P & Associates Pa Cpas 0.05% New 1,717 $984K
Wealth Quarterback LLC 0.35% Add +0.4% 1,715 $982K
TrinityBridge Ltd 0.02% No change 1,713 $981K
Basecamp Wealth Advisors LLC 0.21% — 1,710 $980K
United Advisor Group, LLC 0.13% Add +7.1% 1,709 $979K
Novem Group 0.11% Add +2.6% 1,708 $979K
Hall Laurie J Trustee 0.33% Reduce -2.6% 1,707 $978K
Kohmann Bosshard Financial Services, LLC 0.09% No change 1,706 $977K
Legacy Trust 0.18% Reduce -8.9% 1,706 $977K
Quent Capital, LLC 0.07% Add +4.7% 1,706 $977K
Diligent Investors, LLC 0.24% Reduce -1.7% 1,702 $975K
First Growth Capital LLC 0.87% — 1,258 $975K
Ofc Financial Planning, LLC 0.92% No change 1,695 $971K
Relyea Zuckerberg Hanson LLC 0.10% Add +4.6% 1,689 $967K
Clear Creek Financial Management, LLC 0.08% Add +11.8% 1,688 $967K
YHB Investment Advisors, Inc. 0.07% Reduce -0.5% 1,686 $966K
Purpose Unlimited Inc. 0.04% — 1,683 $964K
Goldenstone Wealth Management LLC 0.72% — 1,681 $963K
Taylor Hoffman Capital Management LLC 0.29% Reduce -0.7% 1,680 $962K
Sepio Capital, LP 0.05% Reduce -23.1% 1,678 $961K
Vicus Capital 0.07% Reduce -8.3% 1,678 $961K
Axecap Investments, LLC 0.59% New 1,677 $961K
Core Alternative Capital 0.26% Add +40.3% 1,676 $960K
Charis Legacy Partners, LLC 1.41% No change 1,670 $957K
Ridgecrest Wealth Partners, LLC 0.52% Reduce -15.7% 1,670 $957K
Bayban 0.85% — 1,669 $956K
Worth Financial Advisory Group, LLC 0.46% Reduce -0.6% 1,668 $956K
Bogart Wealth, LLC 0.04% Reduce -3.0% 1,666 $954K
Foster Group, Inc. 0.03% Add +23.1% 1,665 $954K
Bigelow Investment Advisors, LLC 0.37% Reduce -3.0% 1,664 $953K
Citizens Business Bank 0.16% Reduce -0.2% 1,663 $953K
Ranch Capital Advisors Inc. 0.35% Add +0.1% 1,662 $952K
Raab & Moskowitz Asset Management LLC 0.21% Add +4.2% 1,662 $952K
Ellevest, Inc. 0.13% Add +20.0% 1,662 $952K
Fagan Associates, Inc. 0.13% Reduce -8.8% 1,660 $951K
Aft, Forsyth & Company, Inc. 0.41% No change 1,815 $951K
Red Door Wealth Management, LLC 0.10% Add +0.2% 1,656 $949K
Balefire, LLC 0.18% Add +2.0% 1,655 $948K
Mine & Arao Wealth Creation & Management, LLC. 0.37% Reduce -6.9% 1,654 $948K
Redhawk Wealth Advisors, Inc. 0.11% Add +0.6% 1,653 $947K
Thayer Partners, LLC / MA 0.46% — 1,646 $943K
Raleigh Capital Management Inc. 0.34% Reduce -2.8% 1,645 $942K
Kaydan Wealth Management, Inc. 0.27% No change 1,643 $941K
Burton Enright Welch 0.13% Add +4.2% 1,640 $940K
Millington Financial Advisors, LLC 0.42% Add +0.7% 1,293 $939K
Frisch Financial Group, Inc. 0.21% Add +0.2% 1,636 $937K
Liberty Square Wealth Partners LLC 0.27% No change 1,636 $937K
WealthTrust Axiom LLC 0.24% Add +2.5% 1,635 $937K
Barr E S & Co. 0.05% Reduce -0.9% 1,635 $937K
Camden National Bank 0.13% Reduce -0.7% 1,635 $937K
Stonebridge Capital Advisors LLC 0.06% Reduce -0.4% 1,633 $936K
Advisory Resource Group 0.16% Add +0.8% 1,632 $935K
William John Sempolinski 0.46% — 1,630 $934K
Merrithew & Thorsten Inc 0.98% — 1,625 $931K
Nadler Financial Group, Inc. 0.09% Add +3.4% 1,625 $931K
WealthPLAN Partners, LLC 0.14% Reduce -1.6% 1,624 $930K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.33% New 1,623 $930K
Affinity Capital Advisors, LLC 0.13% Add +12.2% 1,623 $930K
Silvia McColl Wealth Management, LLC 0.62% Reduce -4.4% 1,622 $929K
Cadence Bank 0.05% Reduce -0.9% 1,620 $928K
Nikulski Financial, Inc. 0.22% New 1,618 $927K
Planned Solutions, Inc. 0.30% Add +71.8% 1,615 $925K
Crewe Advisors LLC 0.08% Add +0.9% 1,610 $922K
Pacific Point Advisors, LLC 0.49% Add +0.6% 1,609 $922K
FSM Wealth Advisors, LLC 0.13% Add +7.2% 1,608 $921K
Symphony Financial, Ltd. Co. 0.12% Reduce -11.1% 1,603 $920K
BlueSky Wealth Advisors, LLC 0.12% Reduce -12.0% 1,604 $919K
GWN Securities Inc. 0.19% Add +4.6% 1,603 $919K
LCNB Corp. 0.31% Reduce -3.5% 1,601 $917K
Pursue Wealth Partners LLC 0.45% No change 1,600 $917K
Capital Square, LLC 0.47% Add +0.1% 1,601 $917K
Sound Financial Strategies Group, LLC 0.65% Reduce -11.6% 1,600 $917K
Rosenberg Matthew Hamilton 0.19% No change 1,600 $917K
WESCAP Management Group, Inc. 0.19% No change 1,600 $917K
Penn Davis McFarland Inc. 0.09% Reduce -5.9% 1,600 $917K
Contravisory Investment Management, Inc. 0.18% Add +201.7% 1,599 $916K
Regent Peak Wealth Advisors LLC 0.18% Add +2.5% 1,597 $915K
Hilton Head Capital Partners, LLC 0.53% — 1,595 $914K
McGowan Group Asset Management, Inc. 0.11% Add +0.1% 1,593 $913K
Alpine Bank Wealth Management 0.13% Add +20.5% 1,586 $909K
Cauble & Harre Wealth Management, Inc. 0.76% — 1,582 $906K
Sfmg, LLC 0.06% Add +3.4% 1,580 $905K
Grey Ledge Advisors, LLC 0.20% Reduce -25.1% 1,580 $905K
Tulsa Wealth Advisors, INC 0.30% — 1,580 $905K
Cooper/Haims Advisors, LLC 0.41% Reduce -1.4% 1,579 $904K
PSI Advisors, LLC 0.23% Reduce -7.1% 1,578 $904K
Valley National Advisers Inc. 0.13% Reduce -0.3% 1,578 $903K
Harbour Trust & Investment Management Co 0.09% Reduce -2.8% 1,574 $902K
Tripletail Wealth Management, LLC 1.14% Reduce -1.1% 1,574 $902K
Transcendent Capital Group LLC 0.41% Reduce -1.9% 1,573 $901K
St. Louis Trust Co 0.10% Add +135.5% 1,573 $901K
Sendero Wealth Management, LLC 0.10% Add +15.4% 1,566 $897K
SeaBridge Investment Advisors LLC 0.15% No change 1,565 $897K
Summit Wealth Group LLC / Co. 0.12% Add +46.6% 1,561 $894K
KG Capital Management 0.23% Reduce -0.7% 1,621 $893K
Woodstock Corp. 0.08% Reduce -3.7% 1,557 $892K
MRA Advisory Group 0.37% Add +12.5% 1,556 $891K
Gould Asset Management LLC 0.16% Reduce -4.3% 1,555 $891K
Capstone Wealth Management Group, LLC 0.37% New 1,553 $890K
Jeppson Wealth Management, LLC 0.28% Reduce -4.1% 1,551 $889K
Trinity Financial Advisors LLC 0.25% Reduce -8.8% 1,550 $888K
Investment Advisory Services Inc. /TX 0.28% Reduce -2.6% 1,548 $887K
Ameriflex Group, Inc. 0.46% Reduce -34.6% 1,544 $885K
Sunpointe, LLC 0.29% Add +0.3% 1,543 $884K
Tectonic Advisors LLC 0.05% No change 1,541 $883K
SAM Advisors, LLC 0.28% No change 1,540 $882K
Strategic Equity Management 0.30% Add +0.2% 1,539 $882K
DRW Securities, LLC 0.07% Reduce -54.0% 1,538 $881K
Diversify Wealth Management, LLC 0.04% Add +2.5% 1,384 $881K
Linscomb Wealth, Inc. 0.04% Reduce -2.0% 1,533 $878K
Juno Financial Group LLC 0.35% — 1,532 $877K
Accel Wealth Management 0.24% Add +14.5% 1,526 $874K
Elwood & Goetz Wealth Advisory Group, LLC 0.15% Reduce -4.5% 1,526 $874K
Union Savings Bank 0.38% — 1,511 $866K
Leo Wealth, LLC 0.06% New 1,504 $861K
Rbo & Co. LLC 0.14% No change 1,500 $859K
Chickasaw Capital Management LLC 0.04% No change 1,500 $859K
Meadow Creek Wealth Advisors LLC 0.55% Reduce -0.6% 1,494 $856K
Orser Capital Management, LLC 0.48% Add +3.1% 1,489 $853K
Trustco Bank Corp. N Y 0.77% Add +15.5% 1,488 $852K
Waters Parkerson & Co., LLC 0.04% Add +24.7% 1,488 $852K
Fortress Private Ledger, LLC 0.28% Add +24.7% 1,488 $852K
Family Capital Management, Inc. 0.38% Add +29.1% 1,487 $852K
Abel Hall, LLC 0.20% Add +133.7% 1,484 $850K
Sonoma Allocations LLC 0.28% Add +21.4% 1,250 $850K
49 Wealth Management, LLC 0.07% Add +35.4% 1,483 $850K
Trust Co 0.08% Add +270.5% 1,482 $849K
Keystone Wealth Services, LLC 0.18% Add +0.3% 1,481 $848K
Planning Alternatives Ltd. 0.11% Add +3.5% 1,477 $846K
Cromwell Holdings LLC 0.46% No change 1,476 $846K
Bravera Wealth 0.42% — 1,476 $846K
OneAscent Wealth Management LLC 0.28% Reduce -17.6% 1,475 $845K
West Paces Advisors Inc. 0.16% Add +3.8% 1,471 $843K
TBH Global Asset Management, LLC 0.14% Add +20.9% 1,470 $842K
Precision Wealth Strategies, LLC 0.27% Reduce -3.4% 1,469 $842K
Athena Investment Management 0.43% Reduce -1.5% 1,466 $840K
Range Financial Group LLC 0.29% Add +0.8% 1,466 $840K
Hara Capital LLC 0.47% No change 1,465 $839K
Aigen Investment Management, LP 0.19% New 1,459 $836K
Pinnacle Financial Group, LLC / IL 0.24% Add +0.2% 1,457 $835K
Mirador Capital Partners LP 0.11% No change 1,456 $834K
Legacy Financial Group LLC 0.10% Add +4.4% 1,206 $834K
Annis Gardner Whiting Capital Advisors, LLC 0.16% Add +93.9% 1,452 $832K
Acorns Advisers, LLC 0.01% Add +8.8% 1,452 $832K
Sanchez Wealth Management Group 0.18% Add +0.2% 1,447 $829K
Fca Corp. 0.23% No change 1,445 $828K
Carrera Capital Advisors 0.14% Add +4.5% 1,444 $827K
J. Team Financial, Inc. 0.83% Add +17.9% 1,444 $827K
Wendell David Associates Inc. 0.08% No change 1,443 $827K
Angeles Wealth Management, LLC 0.05% Add +39.6% 1,443 $827K
Gsa Capital Partners LLP 0.07% Reduce -48.8% 1,441 $826K
Colonial River Investments, LLC 0.29% Add +138.2% 1,441 $826K
Sandler Capital Management 0.37% Reduce -75.4% 1,438 $824K
WestHill Financial Advisors, Inc. 0.16% Add +16.6% 1,436 $823K
QTR Family Wealth, LLC 0.36% Add +11.1% 1,108 $823K
CarsonAllaria Wealth Management, Ltd. 0.41% Add +0.1% 1,436 $822K
Charter Oak Capital Management, LLC 0.06% Add +4.6% 1,433 $821K
Baron Wealth Management LLC 0.25% Add +6.2% 1,430 $819K
Orange Investment Advisors, Inc. 0.09% Reduce -45.6% 1,429 $819K
Davidson Investment Advisors 0.03% Add +10.0% 1,429 $819K
Quarry LP 0.14% Add +75.9% 1,428 $818K
Empirical Asset Management, LLC 0.23% Reduce -0.2% 2,664 $818K
Verity Asset Management, Inc. 0.35% Reduce -37.3% 1,427 $817K
Blankinship & Foster, LLC 0.18% No change 1,426 $817K
Uniting Wealth Partners, LLC 0.25% Reduce -4.9% 1,424 $816K
Grant Street Asset Management, Inc. 0.16% Add +2.1% 1,423 $815K
CYBER HORNET ETFs LLC 0.49% Add +5.1% 1,423 $815K
Clark Asset Management, LLC 0.08% Add +1.4% 1,418 $812K
Foster Dykema Cabot & Partners, LLC 0.05% Reduce -7.9% 1,418 $812K
Fi3 FINANCIAL ADVISORS, LLC 0.25% Add +5.4% 1,415 $811K
Victory Financial Group, LLC 0.10% Add +3.2% 1,415 $810K
Clearstead Trust, LLC 0.13% Reduce -5.4% 1,414 $810K
W1M Asset Management Ltd 0.01% New 1,413 $809K
Income Insurance Ltd 0.52% — 1,409 $807K
HORAN Wealth, LLC 0.12% Add +37.3% 1,405 $805K
BankPlus Wealth Management LLC 0.44% Reduce -0.3% 1,404 $804K
Palogic Value Management, L.P. 0.35% Reduce -0.3% 1,404 $804K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% No change 1,389 $804K
Acima Private Wealth, LLC 0.25% No change 1,400 $802K
McCollum Christoferson Group LLC 0.23% No change 1,400 $802K
Catalyst Funds Management Pty Ltd 0.19% Reduce -41.7% 1,400 $802K
apricus wealth, LLC 0.41% No change 1,394 $799K
Balboa Wealth Partners 0.13% Add +31.9% 1,391 $797K
Eurizon SLJ Capital Ltd 0.32% — 1,390 $796K
Forbes J M & Co. LLP 0.06% Add +8.8% 1,390 $796K
Liberty Wealth Management LLC 0.10% Reduce -3.7% 1,388 $795K
WJ Financial Advisors LLC 0.71% No change 1,387 $795K
Avity Investment Management Inc. 0.06% No change 1,385 $793K
Magnolia Capital Advisors LLC 0.17% Add +29.8% 1,385 $793K
JB Capital LLC 0.03% Reduce -0.3% 1,384 $793K
VestGen Investment Management 0.44% Add +8.7% 1,382 $792K
Next Level Private LLC 0.21% Reduce -0.6% 1,382 $792K
Xcelsior Advisor Partners LLC 0.38% — 1,381 $791K
VeraBank, N.A. 0.14% Add +3.1% 1,378 $789K
Capital Advisors Wealth Management, LLC 0.11% Add +0.1% 1,378 $789K
Caliber Wealth Management, LLC / KS 0.08% Add +145.4% 1,374 $787K
Peoples Bank 0.79% Reduce -13.8% 1,373 $787K
Tumwater Wealth Management, LLC 0.32% No change 1,369 $785K
Meridian Financial Partners LLC 0.31% Add +0.9% 1,215 $784K
Coyle Financial Counsel LLC 0.17% Add +1.0% 1,369 $784K
Smart Portfolios, LLC 0.78% Reduce -5.5% 1,367 $783K
55 North Private Wealth, LLC 0.21% — 1,366 $783K
Wagner Wealth Management, Corp 0.77% — 1,361 $780K
First Pacific Financial 0.10% Add +0.3% 1,358 $778K
Grant Private Wealth Management Inc 0.47% Reduce -3.4% 1,357 $777K
Mengis Capital Management, Inc. 0.14% Reduce -2.2% 1,356 $777K
Cane Capital Partners, LLC 0.33% — 1,353 $775K
Thomas Story & Son LLC 0.29% No change 1,350 $773K
Center For Asset Management LLC 0.40% Reduce -10.0% 1,349 $773K
Wescott Financial Advisory Group, LLC 0.07% Add +54.9% 1,348 $772K
Vantus Wealth LLC 0.57% — 1,346 $771K
Meadowbrook Wealth Management, LLC 0.89% Add +15.0% 1,345 $771K
Traveka Wealth, LLC 0.31% Reduce -2.5% 1,344 $770K
Quadcap Wealth Management, LLC 0.09% Add +18.1% 1,342 $769K
CacheTech Inc. 0.14% Add +1.6% 1,341 $768K
MFA Wealth Services 0.52% Reduce -13.4% 1,341 $768K
Orrstown Financial Services Inc. 0.13% Reduce -1.5% 1,340 $768K
44 Wealth Management LLC 0.26% Reduce -2.1% 1,337 $766K
Lazari Capital Management, Inc. 0.26% Reduce -0.6% 1,335 $765K
New England Research & Management, Inc. 0.33% New 1,331 $762K
McMill Wealth Management 0.21% No change 1,331 $762K
Congress Park Capital LLC 0.23% Reduce -12.5% 1,330 $762K
Sunflower Bank, N.A. 0.19% Add +2.3% 1,329 $761K
USA Financial Formulas 0.14% Add +243.2% 1,328 $761K
Migdal Insurance & Financial Holdings Ltd. 0.01% Add +3.4% 1,327 $760K
David J Yvars Group 0.41% Add +3.8% 1,327 $760K
Rossby Financial, LCC 0.24% Reduce -60.9% 1,325 $759K
Wealth Management Associates, Inc. 0.26% No change 1,324 $759K
Register Financial Advisors LLC 0.30% Add +27.1% 1,324 $758K
Planning Center, Inc. 0.08% Reduce -3.2% 1,323 $758K
Petros Family Wealth, LLC 0.50% Reduce -10.8% 1,321 $757K
Wellington Grp LLC 0.25% — 1,321 $757K
Enclave Advisors LLC 0.11% Add +85.6% 1,318 $755K
Silver Coast Investments LLC 0.26% Reduce -5.5% 1,317 $754K
Gibbs Wealth Management 0.18% Reduce -24.6% 1,220 $754K
Petix & Botte Co 0.17% No change 1,312 $752K
Insight Advisors, LLC/ PA 0.11% Reduce -9.6% 1,310 $751K
Hardin Capital Partners, LLC 0.35% Add +0.6% 1,310 $751K
Moss Adams Wealth Advisors LLC 0.05% Add +27.1% 1,308 $749K
MJP Associates Inc. 0.09% Add +17.7% 1,305 $747K
Oakmont Investment Advisors, Inc. 0.55% — 1,303 $747K
Alchemi Wealth, LLC 0.41% — 1,302 $746K
Merrion Investment Management Co, LLC 0.40% Add +8.3% 1,300 $745K
ICW Investment Advisors LLC 0.27% Add +2.9% 1,296 $742K
S.A. Mason LLC 0.29% Add +0.1% 1,295 $742K
Finivi Inc. 0.43% Reduce -2.2% 1,292 $740K
Tempo Wealth, LLC 0.13% — 1,291 $740K
Arista Wealth Management, LLC 0.09% Add +58.2% 1,283 $735K
J2 Capital Management Inc 0.54% Reduce -35.5% 1,281 $734K
Bangor Savings Bank 0.06% Reduce -0.1% 1,281 $734K
Elser Financial Planning, Inc 0.53% Reduce -3.8% 1,279 $733K
Sandy Cove Advisors, LLC 0.22% Add +1.2% 1,279 $733K
Hollencrest Capital Management 0.03% Reduce -7.4% 1,278 $732K
Bay Capital Advisors, LLC 0.45% Add +12.9% 1,274 $730K
Clarion Wealth Managment Partners, LLC 0.67% Reduce -3.8% 1,272 $729K
Rise Advisors, LLC 0.26% Reduce -1.3% 1,271 $728K
Alpha Family Trust 0.33% No change 1,270 $728K
Fund Advisors of America Inc 0.67% — 1,270 $727K
Meiji Yasuda Life Insurance Co 0.02% New 1,269 $727K
Marin Bay Wealth Advisors, LLC 0.42% — 1,267 $726K
Towne Trust Company, N.A 0.23% Reduce -3.8% 1,267 $726K
Basepoint Wealth LLC 0.44% Reduce -7.9% 1,264 $724K
Oliver Luxxe Assets LLC 0.11% Reduce -15.0% 1,263 $724K
Bridgewealth Advisory Group, LLC 0.16% Add +0.2% 1,262 $723K
TFB Advisors LLC 0.20% Reduce -6.7% 1,261 $722K
Leigh Baldwin & Co., LLC 0.47% Add +20.7% 1,261 $722K
First Nebraska Trust Co 0.07% No change 1,256 $720K
Convergence Financial, LLC 0.10% Add +1.3% 1,255 $719K
Cary Street Partners Investment Advisory LLC 0.19% Add +4.3% 1,250 $716K
Townsend Asset Management Corp. /NC/ 0.25% No change 1,250 $716K
Evanson Asset Management, LLC 0.04% No change 1,250 $716K
Vista Investment Partners LLC 0.19% Reduce -0.6% 1,249 $715K
LFA - Lugano Financial Advisors SA 0.37% No change 1,250 $714K
Warwick Investment Management, Inc. 0.11% Add +1.0% 1,247 $714K
Wealth Enhancement Trust Services, Inc. 0.09% — 1,246 $714K
Virtue Capital Management, LLC 0.11% Reduce -46.1% 1,191 $713K
Future Fund LLC 0.23% Reduce -40.6% 1,244 $713K
Greenline Partners, LLC 0.08% No change 1,242 $712K
LVW Advisors, LLC 0.07% Reduce -24.6% 1,240 $710K
Parkway Wealth Management Group, LLC 0.10% — 1,239 $710K
Monarch Capital Management Inc. 0.17% No change 1,237 $709K
Asset Planning,Inc 0.50% Add +0.2% 1,235 $707K
Joule Financial, LLC 0.21% Add +0.3% 1,234 $707K
Wealth Intelligence, LLC 0.35% — 1,232 $706K
Gilman Hill Asset Management, LLC 0.11% Add +1.6% 1,230 $705K
North Berkeley Wealth Management, LLC 0.41% Add +19.5% 1,228 $703K
Northstar Financial Companies, Inc. 0.56% Add +2.1% 1,223 $700K
FSB Premier Wealth Management, Inc. 0.22% Add +2.4% 1,222 $700K
Curbstone Financial Management Corp 0.13% No change 1,222 $700K
China Universal Asset Management Co., Ltd. 0.05% Add +1.8% 1,221 $699K
Private Capital Management, LLC 0.07% New 1,220 $699K
Smith Shellnut Wilson LLC 0.27% Reduce -1.3% 1,218 $698K
Centric Wealth Management 0.15% Add +2.3% 1,010 $698K
Vines Capital Management, LLC 0.68% — 1,214 $695K
Cambria Investment Management, L.P. 0.04% Add +77.2% 1,214 $695K
Mindset Wealth Management, LLC 0.18% Reduce -7.6% 1,214 $695K
Koss-Olinger Consulting, LLC 0.05% Reduce -14.1% 1,214 $695K
Vestia Personal Wealth Advisors 0.35% Reduce -6.8% 1,076 $695K
Graves Light Lenhart Wealth, Inc. 0.07% Reduce -1.7% 1,212 $694K
Fox Run Management, L.L.C. 0.11% New 1,212 $694K
Braun-Bostich & Associates Inc. 0.43% Reduce -3.5% 1,210 $693K
Westshore Wealth, LLC 0.23% Reduce -6.1% 1,210 $693K
Northwest Bancshares, Inc. 0.13% Reduce -4.0% 1,210 $693K
Pathfinder Wealth Consulting, Inc. 0.44% — 1,208 $692K
Guardian Partners Inc. 0.06% New 1,000 $692K
Rare Wolf Capital LLC 0.43% — 1,207 $691K
CJM Wealth Advisers, Ltd. 0.21% Add +0.3% 1,207 $691K
Philip James Wealth Mangement, LLC 0.08% Reduce -0.2% 1,205 $691K
Kaizen Financial Strategies 0.31% Add +0.3% 1,205 $690K
Channel Wealth LLC 0.17% Reduce -16.5% 1,203 $689K
Henson-Edgewater Management, LLC 0.41% — 1,200 $687K
Mogy Joel R Investment Counsel Inc. 0.04% No change 1,200 $687K
Integrated Investment Consultants, LLC 0.13% No change 1,199 $687K
Sentry Investment Management LLC 0.45% No change 1,195 $685K
Comprehensive Financial Consultants Institutional, Inc. 0.21% Reduce -14.5% 1,195 $685K
Brogan Financial, Inc. 0.30% Add +0.3% 1,194 $684K
Schulhoff & Co. Inc. 0.29% Reduce -2.3% 1,193 $683K
BlueStem Wealth Partners, LLC 0.08% Add +1.3% 1,192 $683K
Archer Investment Corp 0.15% Reduce -8.7% 1,192 $683K
Archford Capital Strategies, LLC 0.08% Add +0.8% 1,191 $682K
Three Seasons Wealth, LLC 0.07% New 1,190 $682K
American Money Management, LLC 0.11% Reduce -2.7% 1,187 $680K
JT Stratford LLC 0.09% Reduce -2.2% 1,186 $679K
Trust Co of Kansas 0.31% No change 1,185 $679K
Integrity Wealth Solutions LLC 0.27% Add +90.8% 1,185 $679K
Kelleher Financial Advisors 0.16% Add +426.2% 1,184 $679K
Keb Asset Management, LLC 0.14% Add +0.3% 1,183 $678K
Verus Financial Partners, Inc. 0.06% Add +16.4% 1,064 $677K
TrustWell Financial Advisors, LLC 0.65% — 1,181 $677K
Monte Financial Group, LLC 0.25% Reduce -2.2% 1,181 $677K
Oxford Asset Management LLP 0.24% New 1,181 $677K
GeoWealth Management, LLC 0.02% Add +5.4% 1,179 $676K
Destination Wealth Management 0.02% Reduce -6.1% 1,177 $675K
Five Oceans Advisors 0.24% Add +0.2% 1,175 $673K
Okabena Investment Services Inc. 0.13% Add +6.8% 1,175 $673K
Lakewood Asset Management LLC 0.39% Reduce -35.0% 1,173 $672K
Eagle Wealth Strategies LLC 0.31% Add +0.1% 1,171 $671K
Aua Capital Management, LLC 0.34% No change 1,170 $670K
Davidson Trust Co. 0.28% Reduce -7.5% 1,168 $669K
Fingerlakes Wealth Management, Inc. 0.42% Reduce -2.2% 1,167 $669K
Buckhead Capital Management LLC 0.24% Reduce -6.1% 1,164 $667K
United Community Bank 0.25% Add +0.4% 1,161 $665K
Enterprise Financial Services Corp 0.34% Reduce -0.2% 1,161 $665K
Farringdon Capital, Ltd. 0.16% New 1,160 $665K
Keebeck Wealth Management 0.08% Add +20.2% 1,159 $664K
Chico Wealth RIA 0.43% Add +2.3% 1,153 $660K
NTV Asset Management LLC 0.07% Add +0.1% 1,152 $660K
Sunbeam Capital Management, LLC 0.39% Add +0.4% 1,151 $659K
Alan B Lancz & Associates, Inc. 0.58% No change 1,150 $659K
Rockline Wealth Management, LLC 0.13% Add +9.5% 1,149 $658K
Baker Boyer National Bank 0.20% Add +4.8% 1,145 $656K
Triad Wealth Partners, LLC 0.06% Add +48.1% 1,145 $656K
NorthStar Asset Management LLC 0.29% Reduce -0.8% 1,142 $654K
Birchcreek Wealth Management, LLC 0.32% Reduce -4.2% 1,139 $652K
Longview Financial Advisors LLC 0.36% Reduce -4.4% 1,138 $652K
McElhenny Sheffield Capital Management, LLC 0.16% Reduce -46.1% 1,138 $652K
B.O.S.S. Retirement Advisors, LLC 0.21% Add +3.3% 1,137 $652K
Morey & Quinn Wealth Partners, LLC 0.47% Reduce -0.5% 1,135 $650K
111 Capital 0.14% New 1,135 $650K
WealthShield Partners, LLC 0.07% Add +1.2% 1,135 $650K
Christine Messmer PC 0.42% — 1,134 $650K
Crews Bank & Trust 0.09% Reduce -4.2% 1,134 $650K
Fiduciary Financial Group, LLC 0.09% Add +1.8% 1,134 $650K
Annex Advisory Services, LLC 0.01% Add +1.0% 1,132 $649K
Boston Trust Walden Corp 0.00% Reduce -5.0% 1,130 $647K
Voleon Capital Management LP 0.01% Reduce -88.5% 1,129 $647K
Adamsbrown Wealth Consultants LLC 0.18% Add +0.5% 1,127 $645K
Coastwise Capital Group, LLC 0.33% Reduce -3.6% 1,126 $645K
Kornitzer Capital Management Inc. 0.01% Reduce -1.4% 1,126 $645K
LJI Wealth Management, LLC 0.10% Add +7.2% 1,125 $645K
Armstrong, Fleming & Moore, Inc 0.30% Reduce -5.1% 1,124 $644K
Global X Japan Co., Ltd. 0.05% Reduce -21.4% 1,123 $643K
Spring Capital Management, LLC 0.32% No change 1,120 $642K
Gradient Capital Advisors, LLC 0.17% Reduce -0.4% 1,120 $641K
Tennessee Valley Asset Management Partners 0.08% Reduce -5.3% 1,119 $641K
Brady Martz Wealth Solutions, LLC 0.11% Add +135.6% 1,119 $641K
CHICAGO TRUST Co NA 0.10% Reduce -8.2% 1,119 $641K
Regatta Capital Group, LLC 0.10% Reduce -0.9% 1,118 $640K
Laurel Wealth Advisors LLC 0.08% No change 1,117 $640K
Advus Financial Partners, LLC 0.15% Reduce -11.2% 1,115 $639K
Elgethun Capital Management 0.11% Add +7.2% 1,113 $638K
Fragasso Financial Advisors Inc 0.04% Add +7.2% 1,111 $637K
Maxele Advisors, LLC 0.52% Reduce -0.8% 1,111 $636K
Firestone Capital Management 0.13% Add +0.1% 1,108 $634K
Vista Investment Partners Ii, LLC 0.27% Reduce -2.9% 1,106 $634K
Lynx Investment Advisory 0.34% Add +5.8% 1,104 $632K
Hengehold Capital Management LLC 0.05% No change 1,103 $632K
American State Bank (Iowa) 0.30% Reduce -4.5% 1,102 $631K
Expressive Wealth LLC 0.68% — 1,101 $631K
Center for Wealth Management Advisory 0.46% — 1,100 $630K
Royal Capital Wealth Management, LLC 0.37% No change 1,100 $630K
Fairfield, Bush & Co. 0.33% Reduce -6.8% 1,100 $630K
Cantor Fitzgerald Investment Advisors L.P. 0.05% No change 1,100 $630K
Pathway Wealth Management LLC 0.57% — 1,095 $627K
360 Financial, Inc. 0.19% No change 1,095 $627K
Ade, LLC 0.30% No change 1,090 $624K
Commonwealth Financial Services, LLC 0.10% Add +3.4% 1,089 $624K
Van Cleef Asset Management,Inc 0.06% Add +18.9% 1,088 $623K
Strategic Wealth Partners, Ltd. 0.04% Reduce -7.3% 1,084 $621K
Haven Private, LLC 0.27% Add +5.9% 1,084 $621K
Bearing Point Capital, LLC 0.10% New 1,084 $621K
Wealth Dimensions Group, Ltd. 0.12% Add +0.9% 1,081 $619K
Legacy Financial Group, Inc. 0.16% Add +5.2% 1,077 $617K
Baker Tilly Wealth Management, LLC 0.15% Reduce -7.2% 1,076 $616K
Anchyra Partners LLC 0.19% — 1,076 $616K
Aspire Growth Partners LLC 0.43% Add +0.3% 1,075 $616K
Greenwood Capital Associates LLC 0.07% No change 1,074 $615K
Intrua Financial, LLC 0.07% Reduce -2.1% 1,073 $615K
Ransom Advisory, Ltd 0.24% Reduce -10.5% 1,070 $613K
Jupiter Wealth Management LLC 0.27% No change 808 $613K
Atlas Legacy Advisors, LLC 0.11% Add +24.6% 1,048 $612K
Meridian Wealth Advisors, LLC 0.08% Reduce -55.5% 1,068 $612K
Consilium Wealth Advisory, LLC 0.23% No change 1,068 $612K
XY Planning Network, Inc. 0.11% Add +47.1% 1,068 $612K
Formidable Asset Management, LLC 0.09% Reduce -1.5% 1,282 $612K
Security National Bank of Sioux City Iowa 0.39% No change 1,064 $610K
Compass Financial Group, INC 0.09% Reduce -5.0% 1,064 $609K
SkyOak Wealth, LLC 0.11% Reduce -3.4% 1,064 $609K
D'Orazio & Associates, Inc. 0.08% Add +3.3% 1,063 $609K
Onyx Financial Advisors, LLC 0.26% Add +0.3% 1,062 $608K
Ring Mountain Capital, LLC 0.31% Reduce -3.8% 940 $608K
Manchester Capital Management LLC 0.08% Add +9.9% 1,061 $608K
Miller Wealth Advisors, LLC 0.22% No change 1,056 $605K
Verum Partners LLC 0.12% Add +0.7% 1,055 $604K
Wealth Advisors of Iowa, LLC 0.20% Add +125.0% 1,053 $603K
Antonelli Financial Advisors, LLC 0.40% No change 1,053 $603K
Clarity Wealth Advisors, LLC 0.12% No change 1,052 $603K
Syntegra Private Wealth Group, LLC 0.06% Add +1.3% 1,050 $602K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.20% No change 1,048 $600K
SYM FINANCIAL Corp 0.06% Add +6.3% 1,047 $600K
GPS Wealth Strategies Group, LLC 0.51% Reduce -76.3% 1,043 $598K
American Investment Services, Inc. 0.14% Add +143.7% 1,043 $598K
Mowery & Schoenfeld Wealth Management, LLC 0.86% Add +1.5% 1,040 $596K
Phillips Wealth Planners LLC 0.48% Reduce -11.6% 923 $596K
Peachtree Investment Partners, LLC 0.20% Add +94.7% 1,036 $594K
Arsenal Capital Advisors LLC 0.42% — 1,036 $594K
Eaton Financial Holdings Company, LLC 0.16% Reduce -2.6% 1,035 $593K
Master's Wealth Management Inc. 0.21% Add +3.1% 1,035 $593K
AXS Investments LLC 0.20% Add +51.2% 1,034 $592K
Aventura Private Wealth, LLC 0.21% Add +1.0% 1,033 $592K
Ramsay, Stattman, Vela & Price, Inc. 0.11% Reduce -3.7% 1,030 $590K
Westside Investment Management, Inc. 0.09% Add +8.2% 1,002 $589K
Smallwood Wealth Investment Management, LLC 0.31% No change 1,028 $589K
Hamilton Capital, LLC 0.03% — 1,028 $589K
N.E.W. Advisory Services LLC 0.04% No change 1,027 $588K
Canvas Wealth Advisors, LLC 0.10% Add +0.7% 1,027 $588K
Private Wealth Partners, LLC 0.04% No change 1,027 $588K
Jag Capital Management, LLC 0.06% Add +10.1% 1,025 $587K
Crown Wealth Group, LLC 0.16% Add +7.1% 1,022 $585K
Financial Advisors Network, Inc. 0.08% Add +1.4% 1,020 $584K
Stonebrook Private Inc. 0.12% Add +1.8% 1,019 $584K
Focused Alpha, LLC 0.17% — 1,019 $584K
Dala Group, LLC 0.51% — 1,018 $583K
True Wealth Design, LLC 0.17% Add +28.9% 1,017 $583K
Ledgewood Wealth Advisors, LLC 0.34% No change 1,017 $583K
Kera Capital Partners, Inc. 0.07% Add +65.9% 886 $582K
Schneider Downs Wealth Management Advisors, LP 0.07% New 1,015 $581K
Eubel Brady & Suttman Asset Management Inc. 0.07% Add +43.6% 1,015 $581K
Arbor Investment Advisors, LLC 0.08% Reduce -0.3% 1,014 $581K
Alesco Advisors, LLC, An ESL Co 0.01% No change 1,014 $581K
Castle Rock Wealth Management, LLC 0.13% Add +12.3% 834 $580K
Seven Mile Advisory 0.10% Reduce -11.6% 1,011 $579K
COFG Advisors, LLC 0.14% — 1,009 $578K
Global Assets Advisory, LLC 0.17% Reduce -0.5% 1,009 $578K
Cookson Peirce & Co. Inc. 0.02% Reduce -0.3% 1,009 $578K
Wealth Management Nebraska 0.07% Add +2.9% 1,008 $578K
First Financial Corp. 0.22% No change 1,008 $577K
Lodestar Private Asset Management LLC 0.06% Reduce -6.6% 1,008 $577K
Capstone Wealth Management, Inc. 0.51% — 977 $577K
Williamson Legacy Group, LLC 0.45% New 1,005 $576K
Dover Advisors, LLC 0.22% No change 1,005 $576K
CWS Financial Advisors, LLC 0.16% No change 1,004 $575K
Garden State Investment Advisory Services LLC 0.14% Reduce -14.7% 1,001 $574K
Connective Portfolio Management, LLC 1.03% Reduce -50.0% 1,000 $573K
Alpha Wealth Funds, LLC 0.38% No change 1,000 $573K
Alamar Capital Management, LLC 0.32% New 1,000 $573K
Prodigy Asset Management LLC 0.20% No change 1,000 $573K
First Hawaiian Bank 0.08% Reduce -5.3% 1,000 $573K
U S Global Investors Inc. 0.06% New 1,000 $573K
First Western Trust Bank 0.03% No change 1,000 $573K
Crestmont Private Wealth LLC 0.19% Add +1.8% 997 $571K
Washington Trust Bank 0.04% Add +4.8% 997 $571K
Prostatis Group LLC 0.14% Add +67.8% 995 $570K
Wall Street Financial Group, Inc. 0.41% Add +1.0% 993 $569K
AXA S.A. 0.27% No change 993 $569K
Daviman Financial, LLC 0.33% — 992 $568K
Paragon Private Wealth Management, LLC 0.17% Add +9.8% 991 $568K
Catalina Capital Group, LLC 0.35% No change 990 $567K
Nautilus Advisors LLC 0.37% No change 988 $566K
Castleview Partners, LLC 0.28% Add +11.4% 987 $565K
Journey Retirement Planning & Investment Management LLC 0.12% — 984 $564K
Hutchinson Capital Management 0.10% Reduce -3.0% 985 $564K
Home Federal Bank of Tennessee 0.15% No change 984 $564K
Spartan Planning & Wealth Management 0.42% Add +13.5% 983 $563K
Acumen Wealth Advisors, LLC 0.16% — 981 $562K
Capital Financial Group Inc\co\ 0.31% — 981 $562K
Meredith Wealth Planning 0.17% Reduce -16.9% 980 $561K
Bouchey Financial Group, Ltd. 0.04% Add +4.7% 980 $561K
Central Valley Advisors, LLC 0.17% Reduce -5.1% 979 $561K
Kelly Lawrence W & Associates Inc. 0.14% No change 979 $561K
Plante Moran Financial Advisors, LLC 0.04% No change 977 $560K
Legacy Advisors, LLC 0.06% Add +2.4% 976 $559K
Holistic Financial Partners 0.20% Add +1.4% 973 $557K
Good Steward Wealth Advisors,LLC 0.37% Reduce -4.4% 972 $557K
ORG Partners LLC 0.10% Add +0.7% 969 $555K
Ellsworth Advisors, LLC 0.11% Add +3.1% 854 $553K
Bingham Private Wealth, LLC 0.48% — 964 $552K
Blueshift Asset Management, LLC 0.16% New 963 $552K
Dara Capital Us, Inc. 0.49% — 958 $549K
Abacus Wealth Partners, LLC 0.05% Add +8.7% 953 $546K
Wealthspire Retirement, LLC 0.03% Reduce -5.7% 952 $546K
First Community Trust NA 0.41% No change 951 $545K
Vista Capital Partners, Inc. 0.05% Add +78.8% 951 $545K
American Institute for Advanced Investment Management, LLP 0.35% Add +2.0% 949 $545K
Abbot Financial Management, Inc. 0.23% No change 950 $544K
Bender Robert & Associates 0.11% Reduce -7.3% 949 $544K
Peterson Wealth Advisors, LLC 0.07% Add +12.7% 947 $542K
1832 Asset Management L.P. 0.00% Reduce -99.6% 945 $541K
Dale Q Rice Investment Management Ltd 0.39% No change 944 $541K
Salomon & Ludwin, LLC 0.05% Add +8.5% 878 $541K
Reyes Financial Architecture, Inc. 0.33% Reduce -26.4% 940 $538K
South Street Advisors LLC 0.08% Add +11.9% 940 $538K
Second Line Capital, LLC 0.11% Add +2.1% 939 $538K
Main Street Financial Solutions, LLC 0.04% Reduce -80.0% 938 $537K
Tandem Wealth Advisors LLC 0.24% Add +14.0% 937 $537K
Optivise Advisory Services LLC 0.31% Add +54.2% 936 $536K
HighRoad Wealth Advisors, LLC 0.51% — 935 $536K
Legato Capital Management LLC 0.05% New 934 $535K
Wedgewood Investors Inc. 0.61% No change 933 $534K
Signature Equity Partners, LLC 0.30% — 932 $534K
waypoint wealth counsel 0.20% Add +7.4% 932 $534K
Inspirion Wealth Advisors, LLC 0.07% Add +47.7% 932 $534K
Rockingstone Advisors LLC 0.24% Reduce -2.5% 932 $534K
Sageworth Trust Co 0.02% Reduce -79.8% 931 $533K
Southland Equity Partners LLC 0.11% Reduce -0.6% 930 $533K
First United Bank & Trust 0.17% Reduce -0.5% 930 $533K
Chemistry Wealth Management LLC 0.10% Add +1.1% 927 $531K
Ballew Advisors, Inc 0.30% Reduce -0.8% 833 $530K
Mullaney, Keating & Wright, Inc. 0.28% No change 925 $530K
REAP Financial Group, LLC 0.11% Add +18.4% 925 $530K
Fielder Capital Group LLC 0.11% Add +71.6% 923 $529K
Anchor Capital Advisors LLC 0.02% No change 922 $528K
Heritage Financial Services, LLC 0.04% Add +0.9% 919 $526K
Chase Investment Counsel Corp. 0.15% Reduce -3.0% 919 $526K
Legacy Edge Advisors, LLC 0.06% Reduce -2.0% 918 $526K
James J. Burns & Company, LLC 0.07% No change 917 $525K
Madison Wealth Partners, Inc 0.10% Add +6.1% 916 $525K
Great Diamond Partners, LLC 0.10% Reduce -1.2% 915 $524K
Winslow Asset Management Inc. 0.10% No change 915 $524K
Ninepoint Partners LP 0.06% Add +57.3% 914 $524K
Laraway Financial Advisors Inc 0.34% No change 913 $523K
Novare Capital Management LLC 0.04% Add +0.3% 913 $523K
Manchester Financial Inc. 0.10% Reduce -1.2% 913 $523K
May Hill Capital, LLC 0.14% Add +7.3% 912 $522K
Black Diamond Financial, LLC 0.06% No change 911 $522K
McLean Asset Management Corp 0.09% Add +1.5% 815 $521K
Secure Asset Management, LLC 0.08% Add +20.8% 907 $520K
Key Client Fiduciary Advisors, LLC 0.18% Add +0.2% 906 $519K
MRP Capital Investments, LLC 0.43% Reduce -17.7% 905 $518K
Avantra Family Wealth, Inc. 0.38% No change 905 $518K
D.B. Root & Company, LLC 0.13% Add +1.2% 904 $518K
Beacon Financial Group 0.05% Add +7.5% 902 $517K
West Wealth Group, LLC 0.11% Reduce -0.1% 901 $517K
Barlow Wealth Partners, LLC 0.06% No change 836 $516K
Foster Victor Wealth Advisors, LLC 0.03% Reduce -27.5% 798 $516K
Manske Wealth Management 0.15% Add +9.6% 901 $516K
Cohen & Steers, Inc. 0.00% No change 900 $516K
Asempa Wealth Advisors 0.44% — 900 $516K
1834 Investment Advisors Co. 0.06% No change 900 $516K
Red Mountain Financial, LLC 0.51% Reduce -0.6% 900 $515K
Friday Financial 0.18% No change 898 $514K
Narus Financial Partners, LLC 0.14% Add +9.4% 898 $514K
Up Strategic Wealth Investment Advisors LLC 0.37% No change 708 $514K
DeDora Capital, Inc. 0.12% Reduce -16.3% 897 $514K
Smith Thornton Advisors LLC 0.26% No change 896 $513K
Banyan Capital Management, Inc. 0.22% No change 895 $513K
Pure Portfolios Holdings LLC 0.15% Add +0.3% 894 $512K
Ewa, LLC 0.13% Add +10.2% 894 $512K
Old Second National Bank of Aurora 0.10% No change 893 $512K
Southern Financial Group, LLC 0.15% — 893 $511K
Arcus Capital Partners, LLC 0.18% Reduce -9.3% 892 $511K
Roble, Belko & Company, Inc 0.07% Add +550.4% 891 $511K
Prota Financial, LLC 0.37% — 891 $510K
SGL Investment Advisors, Inc. 0.21% New 752 $510K
Myriad Asset Management US LP 0.85% Reduce -66.4% 890 $510K
Pekin Hardy Strauss, Inc. 0.05% Reduce -0.1% 888 $508K
Requisite Capital Management, LLC 0.10% New 886 $507K
Waterford Advisors, LLC 0.20% Reduce -2.9% 885 $507K
BXM Wealth LLC 0.39% Add +4699.2% 40,985 $506K
Old North State Trust, LLC 0.30% Reduce -9.2% 882 $505K
Costello Asset Management, INC 0.17% Reduce -1.1% 880 $504K
denkapparat Operations GmbH 0.27% New 874 $501K
BIP Wealth, LLC 0.02% Reduce -0.3% 872 $500K
PCG Asset Management, LLC 0.40% Reduce -1.7% 870 $499K
Medallion Wealth Advisors, LLC 0.17% Add +0.8% 872 $499K
S Harris Financial Group, LLC 0.48% — 870 $498K
Eagle Capital Management, LLC 0.18% No change 870 $498K
Walkner Condon Financial Advisors LLC 0.07% Add +4.6% 869 $498K
Clientfirst Wealth Management, LLC 0.40% Add +5.1% 869 $498K
Cullen Capital Management, LLC 0.01% No change 869 $498K
Embree Financial Group 0.06% Add +8.7% 866 $496K
Omnia Family Wealth, LLC 0.15% Add +0.9% 866 $496K
Adams Wealth Management 0.11% Reduce -1.1% 866 $496K
Byrne Financial Freedom, LLC 0.23% New 865 $496K
Holland Advisory Services, Inc. 0.67% No change 864 $495K
Townsend & Associates, Inc 0.04% Add +9.3% 765 $495K
STAR Financial Bank 0.25% Reduce -39.3% 863 $494K
Mayfair Advisory Group, LLC 0.19% No change 825 $494K
Fortitude Advisory Group L.L.C. 0.21% Reduce -1.8% 860 $493K
a16z Perennial Management, L.P. 0.04% Add +4.4% 858 $492K
Physician Wealth Advisors, Inc. 0.07% Add +3.8% 857 $491K
Personal Cfo Solutions, LLC 0.08% No change 856 $491K
Drucker Wealth 3.0, LLC 0.09% Add +27.6% 855 $490K
Strategies Wealth Advisors, LLC 0.05% Reduce -48.0% 854 $489K
Spectrum Planning & Advisory Services Inc. 0.25% Reduce -0.3% 853 $489K
Werba Rubin Papier Wealth Management 0.13% Add +30.6% 853 $489K
BlackDiamond Wealth Management, LLC 0.24% Add +0.6% 658 $489K
Partners Wealth Management, LLC 0.51% Reduce -2.9% 852 $488K
DF Dent & Co. Inc. 0.01% Add +12.1% 852 $488K
Tortoise Investment Management, LLC 0.04% Add +0.5% 851 $488K
Concorde Asset Management, LLC 0.19% Reduce -7.3% 850 $487K
Milestones Private Investment Advisors LLC 0.33% No change 850 $487K
Financial Council, LLC 0.19% Reduce -1.5% 850 $487K
Eclectic Associates Inc. 0.08% Reduce -0.3% 849 $486K
Prelude Capital Management, LLC 0.04% New 848 $486K
M.E. Allison & Co., Inc. 0.33% No change 846 $485K
AlphaGrep UK Ltd 0.16% — 846 $485K
Burling Wealth Partners, LLC 0.08% Reduce -2.9% 845 $484K
Uptick Partners, LLC 0.10% Add +76.9% 844 $484K
M1 Capital Management LLC 0.20% No change 844 $484K
New World Advisors LLC 0.08% Add +12.1% 843 $483K
TrueWealth Advisors, LLC 0.13% Add +3.8% 843 $483K
Syverson Strege & Co 0.11% Add +5.7% 841 $482K
AdvisorShares Investments LLC 0.08% Reduce -19.9% 841 $482K
Rebalance, LLC 0.03% Add +7.7% 841 $482K
Stonebridge Financial Planning Group, LLC 0.17% No change 841 $482K
Tower Wealth Partners, Inc. 0.26% Reduce -22.9% 840 $481K
WealthBridge Capital Management, LLC 0.11% No change 839 $481K
Walser Wealth Management Company, A Ltd Liability Co 0.25% — 839 $481K
Destiny Wealth Partners, LLC 0.06% No change 754 $479K
Alongside, LLC 0.16% — 836 $479K
RHL Group, LLC 0.38% — 835 $478K
Genesis Financial Group, LLC 0.28% — 835 $478K
Axim Planning & Wealth 0.51% No change 832 $477K
AssuredPartners Investment Advisors, LLC 0.07% Add +1.0% 831 $476K
Luts & Greenleigh Group, Inc. 0.40% Add +14.4% 825 $473K
Jacobsen Capital Management 0.15% Reduce -1.7% 823 $471K
Jackson Thornton Wealth Management, LLC 0.04% Add +27.5% 756 $471K
Signature Resources Capital Management, LLC 0.24% Reduce -9.6% 822 $471K
Nia Impact Advisors, LLC 0.16% Add +26.1% 821 $470K
Alpine Woods Capital Investors, LLC 0.11% No change 821 $470K
Grandfield & Dodd, LLC 0.03% Add +19.4% 820 $470K
one8zero8, LLC 0.10% Add +32.3% 819 $469K
TCFG Wealth Management, LLC 0.18% Reduce -19.1% 818 $469K
SOA Wealth Advisors, LLC. 0.08% Add +2.3% 818 $468K
MBA Advisors LLC 0.19% No change 817 $468K
Maple Capital Management, Inc. 0.03% Add +6.7% 816 $468K
Martingale Asset Management L P 0.01% Reduce -35.0% 815 $467K
Freedom Financial Partners LLC 0.17% Add +0.1% 814 $466K
One Charles Private Wealth Services, LLC 0.12% Add +0.6% 812 $465K
Cyr Financial Inc. 0.29% Add +0.1% 812 $465K
Vigilare Wealth Management 0.16% No change 811 $465K
Richmond Investment Services, LLC 0.08% Add +4.7% 810 $464K
Investment Research Partners LLC 0.20% Add +13.1% 810 $464K
Crane Advisory, LLC 0.07% Reduce -10.9% 736 $464K
Florida Financial Advisors, LLC 0.13% Add +19.7% 813 $463K
Baron Silver Stevens Financial Advisors, LLC 0.07% Reduce -8.5% 806 $462K
Cannon Wealth Management Services, LLC 0.32% Reduce -0.1% 803 $460K
DecisionMap Wealth Management, LLC 0.28% Reduce -0.9% 803 $460K
Aspetuck Financial Management LLC 0.31% Add +23.1% 800 $458K
Sand Hill Global Advisors, LLC 0.02% Add +7.5% 800 $458K
Mount Vernon Associates Inc. 0.31% Add +6.7% 800 $458K
Aspen Grove Capital, LLC 0.08% No change 795 $455K
South Shore Capital Advisors 0.33% — 794 $455K
Meritage Portfolio Management 0.03% No change 792 $454K
Wedge Capital Management L L P 0.01% Reduce -7.0% 790 $453K
JSF Financial, LLC 0.09% Reduce -9.4% 790 $452K
Disciplined Investments, LLC 0.17% Add +0.1% 787 $451K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.71% — 783 $449K
Pettee Investors, Inc. 0.25% No change 783 $449K
Seamount Financial Group Inc. 0.20% Reduce -1.6% 783 $448K
Taylor Securities Services, Inc. 0.20% — 782 $448K
Community Trust & Investment Co. 0.02% No change 780 $447K
Texas Bank & Trust Co 0.16% Add +2.5% 779 $446K
Intergy Private Wealth, LLC 0.13% New 779 $446K
Trilogy Capital Inc. 0.02% Add +0.3% 778 $446K
Conscious Wealth Investments, LLC 0.27% Add +1.4% 656 $445K
J. Derek Lewis & Associates Inc. 0.10% — 773 $443K
Vision Capital Management, Inc. 0.05% No change 773 $443K
MPS Loria Financial Planners, LLC 0.11% Add +0.3% 773 $443K
Buffalo Business & Estate Services Ltd. 0.06% — 772 $442K
Second Half Financial Partners, LLC 0.20% No change 771 $442K
GW Henssler & Associates Ltd. 0.02% No change 767 $439K
Parisi Gray Wealth Management 0.10% No change 767 $439K
Maia Wealth LLC 0.07% Add +4.7% 578 $438K
Atala Financial Inc 0.28% No change 765 $438K
Westco Advisory Services Inc. 0.27% — 765 $438K
Encompass Wealth Advisors, LLC 0.15% Reduce -5.0% 765 $438K
Roberts Glore & Co. Inc. 0.12% No change 764 $438K
Aldebaran Financial Inc. 0.41% Reduce -15.1% 758 $438K
Bright Financial Advisors, Inc. 0.21% Reduce -6.4% 763 $437K
Intrepid Capital Management Inc. 0.21% No change 763 $437K
Wiregrass Investment Management LLC 0.36% — 761 $436K
MGB Wealth Management, LLC 0.12% New 761 $436K
MBE Wealth Management, LLC 0.18% Reduce -0.5% 760 $436K
BOCHK Asset Management Ltd 0.12% Reduce -81.0% 760 $435K
O'ROURKE & COMPANY, Inc 0.17% Reduce -16.1% 760 $435K
Yeomans Consulting Group, Inc. 0.13% New 757 $434K
Drum Hill Capital, LLC 0.46% No change 755 $433K
Vega Investment Solutions 0.07% — 755 $433K
Blue Capital, Inc. 0.31% Add +14.1% 754 $432K
Kondo Wealth Advisors, Inc. 0.17% Add +0.3% 754 $432K
Griffith & Werner, Inc. 0.22% Add +0.4% 753 $431K
Invst, LLC 0.05% Add +1.9% 753 $431K
General Partner, Inc. 0.24% No change 752 $431K
Rovin Capital /Ut/ 0.11% Reduce -0.7% 751 $430K
Encompass More Asset Management 0.08% Add +70.5% 750 $430K
Pingora Partners LLC 0.26% No change 750 $430K
Wellington Shields Capital Management, LLC 0.06% No change 750 $430K
Elk River Wealth Management LLC 0.07% No change 750 $430K
Riverbend Wealth Management, LLC 0.27% Add +1.5% 750 $430K
Fiduciary Wealth Partners, LLC 0.18% Reduce -1.2% 749 $429K
Beto Financial Group, LLC 0.29% — 620 $428K
Hurlow Wealth Management Group, Inc. 0.10% No change 747 $428K
Hourglass Capital, LLC 0.09% No change 747 $428K
Oxford Financial Group, LTD. LLC 0.02% Add +5.4% 745 $427K
Shufro Rose & Co. LLC 0.03% Reduce -7.5% 745 $427K
Centerpoint Advisory Group 0.33% Reduce -19.0% 745 $427K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.06% Reduce -3.3% 745 $427K
Sterling Investment Counsel, LLC 0.12% No change 743 $426K
Broadleaf Partners, LLC 0.09% No change 740 $424K
SMART Wealth LLC 0.13% No change 739 $424K
Cascade Financial Partners, LLC 0.04% Reduce -3.1% 737 $422K
Seeds Investor LLC 0.08% Add +57.7% 735 $421K
Piedmont Capital Management, LLC 0.21% No change 732 $419K
JGP Wealth Management, LLC 0.04% Add +20.6% 731 $419K
Phillips Financial Management, LLC 0.03% Reduce -11.3% 731 $419K
Websterrogers Financial Advisors, LLC 0.12% No change 730 $418K
Miller Financial Services LLC 0.49% Reduce -37.9% 729 $417K
Calydon Capital 0.07% Reduce -20.8% 727 $416K
Elm Partners Management LLC 0.02% Add +4.3% 723 $414K
Causey Wealth LLC 0.19% Add +1.3% 720 $412K
Clarus Group, Inc. 0.15% Add +0.1% 719 $412K
Accuvest Global Advisors 0.30% New 719 $412K
MKT Advisors LLC 0.14% Add +0.1% 668 $411K
Traub Capital Management LLC 0.40% Reduce -1.4% 717 $411K
Safe Harbor Fiduciary, LLC 0.36% — 717 $411K
Capstone Wealth Management Group LLC 0.25% Add +1.6% 717 $411K
Geneva Partners, LLC 0.15% Add +1.3% 716 $410K
Strategic Financial Services, Inc. 0.02% No change 563 $409K
Sharpepoint LLC 0.24% New 712 $408K
Linden Thomas Advisory Services, LLC 0.04% Add +2.9% 711 $407K
4WEALTH Advisors, Inc. 0.35% Reduce -0.3% 710 $407K
Berkeley Capital Partners, LLC 0.10% Add +31.2% 710 $407K
Baltimore-Washington Financial Advisors, Inc. 0.02% Add +1.6% 708 $406K
Proficio Capital Partners LLC 0.03% Reduce -8.5% 708 $406K
Schaper Benz & Wise Investment Counsel Inc. 0.03% Add +0.3% 706 $405K
Penobscot Wealth Management 0.13% Add +0.1% 706 $404K
QP Wealth Management, LLC 0.36% — 706 $404K
Financial Planning Hawaii, Inc. 0.23% — 706 $404K
Orion Capital Management LLC 0.14% No change 705 $404K
Ballast Advisors LLC 0.11% Add +4.1% 705 $404K
Clear Street Group Inc. 0.00% New 705 $404K
SilverOak Wealth Management LLC 0.06% No change 704 $403K
Mayport, LLC 0.08% Add +1.0% 704 $403K
Alphadyne Asset Management LP 0.04% New 702 $402K
truNorth Financial Services, Inc. 0.43% — 700 $401K
Core Wealth Partners LLC 0.18% No change 700 $401K
Ironwood Investment Management LLC 0.17% Reduce -50.0% 700 $401K
10Elms LLP 0.42% No change 699 $400K
Adkins Seale Capital Management LLC 0.40% — 698 $400K
LeConte Wealth Management, LLC 0.26% Add +1.8% 696 $399K
Chatham Capital Group, Inc. 0.06% No change 696 $399K
Jessup Wealth Management, Inc 0.13% No change 694 $397K
Fiscal Wisdom Wealth Management, LLC 0.37% Reduce -1.4% 693 $397K
Capitol Family Office, Inc. 0.47% Reduce -1.3% 692 $396K
Certified Advisory Corp 0.04% Add +0.1% 690 $395K
Floyd Financial Group LLC 0.27% No change 520 $395K
Houlihan Financial Resource Group, Ltd. 0.15% New 629 $394K
Balentine LLC 0.01% Add +0.3% 688 $394K
Gemmer Asset Management LLC 0.03% Reduce -0.7% 687 $394K
First PREMIER Bank 0.09% Reduce -0.4% 687 $393K
Red Reef Advisors LLC 0.40% — 686 $393K
Waddell & Associates, LLC 0.03% New 686 $393K
Granite FO LLC 0.21% No change 685 $392K
Private Management Group Inc. 0.01% Reduce -9.3% 684 $392K
CAP Partners, LLC 0.22% Reduce -18.7% 684 $392K
Pioneer Trust Bank N A 0.09% No change 683 $391K
Crusonia Wealth Advisors LLC 0.09% — 682 $391K
Revolve Wealth Partners, LLC 0.05% Add +2.4% 681 $390K
Clay Northam Wealth Management, LLC 0.22% No change 681 $390K
BW Gestao de Investimentos Ltda. 0.01% New 680 $390K
Argentarii, LLC 0.13% Add +0.3% 679 $389K
Stonehaven Wealth & Tax Solutions, LLC 0.35% Add +5.4% 678 $388K
GEM Asset Management, LLC 0.17% Reduce -4.3% 649 $387K
Donalies Financial Planning, LLC 0.33% — 675 $387K
Baxter Bros Inc. 0.04% Add +0.8% 675 $387K
Beaird Harris Wealth Management, LLC 0.03% Reduce -16.9% 673 $386K
First Business Financial Services, Inc. 0.04% Reduce -95.4% 672 $385K
Range Advisory, LLC 0.10% — 672 $385K
Barnes Pettey Financial Advisors, LLC 0.19% Reduce -2.8% 670 $384K
Leverty Financial Group, LLC 0.09% Add +6.3% 670 $384K
PGIM Custom Harvest LLC 0.01% Add +14.0% 669 $384K
Rhodes Investment Advisors Inc. 0.31% — 669 $383K
Strategic Investment Solutions, Inc. 0.09% Add +297.0% 667 $382K
Client 1ST Advisory Group, LLC 0.12% Add +19.1% 666 $382K
Cheviot Value Management, LLC 0.04% Reduce -1.7% 593 $381K
Beacon Capital Management, LLC 0.06% Reduce -4.9% 664 $381K
Tannin Capital LLC 0.34% — 664 $380K
Claret Asset Management Corp 0.04% Reduce -0.6% 661 $379K
Northwest Financial Advisors 0.78% Reduce -21.4% 660 $378K
KDT Advisors, LLC 0.53% Add +2.3% 657 $376K
Eagle Wealth Advisors LLC 0.32% — 657 $376K
Human Investing LLC 0.05% Reduce -2.8% 656 $376K
Yarger Wealth Strategies, LLC 0.16% Add +1.1% 656 $376K
OMC Financial Services LTD 0.14% No change 655 $375K
RFG Holdings, Inc. 0.09% Add +0.9% 654 $375K
DV Equities, LLC 0.07% — 654 $375K
jvl associates llc 0.12% Add +2.5% 653 $374K
Randall & Associates Wealth Management 0.26% New 652 $374K
McDonald Partners LLC 0.12% Reduce -2.5% 650 $372K
Ashton Thomas Securities, LLC 0.07% Add +10.6% 649 $372K
Phoenix Wealth Advisors 0.14% Add +0.8% 648 $371K
Financial Perspectives, Inc 0.10% Reduce -43.5% 648 $371K
Rede Wealth, LLC 0.13% New 646 $370K
Impact Partnership Wealth, LLC 0.05% Add +3.0% 646 $370K
Red Wave Investments LLC 0.11% No change 645 $370K
Wealthcare Capital Partners, LLC 0.17% Add +0.3% 645 $369K
Stronghold Wealth Management L.L.C. 0.55% — 644 $369K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -4.9% 643 $368K
Rothschild Capital Partners, LLC 0.09% New 642 $368K
Grantvest Financial Group LLC 0.23% Reduce -7.3% 640 $367K
Warner Group LLC 0.23% No change 640 $367K
Hutchens & Kramer Investment Management Group, LLC 0.13% Reduce -27.6% 640 $367K
Founders Grove Wealth Partners, LLC 0.08% Add +16.4% 640 $367K
Optima Capital LLC 0.16% Reduce -2.6% 639 $366K
Keeler Thomas Management LLC 0.17% Reduce -42.5% 639 $366K
Peddock Capital Advisors, LLC 0.08% No change 637 $365K
Princeton Global Asset Management LLC 0.06% Add +13.9% 637 $365K
Lifelong Wealth Advisors, Inc. 0.10% Add +5.0% 634 $363K
WealthPoint Financial, LLC 0.32% — 633 $363K
Meritas Wealth Management, LLC 0.17% No change 632 $362K
Carbahal Olsen Financial Services Group, LLC 0.28% Add +0.3% 630 $361K
Next Level Wealth Planning, LLC 0.19% No change 630 $361K
Stonebridge Financial Group, LLC / MO 0.31% — 629 $360K
Prentice Wealth Management LLC 0.08% Add +13.5% 629 $360K
Advisortrust Partners, LLC 0.16% — 628 $360K
Doheny Asset Management 0.22% No change 627 $359K
CFO4Life Group, LLC 0.05% Add +2.5% 626 $359K
Paces Ferry Wealth Advisors, LLC 0.15% Reduce -2.5% 626 $358K
HF Advisory Group, LLC 0.13% Reduce -12.9% 625 $358K
Granite Harbor Advisors, Inc. 0.15% Add +0.5% 623 $357K
Bank of New Hampshire 0.08% Add +87.1% 623 $357K
TCP Asset Management, LLC 0.06% Add +0.5% 623 $357K
Forza Wealth Management, LLC 0.13% Add +8.6% 622 $356K
National Philanthropic Trust 0.00% New 621 $356K
Valtinson Bruner Financial Planning LLC 0.10% Reduce -2.4% 620 $355K
Deroy & Devereaux Private Investment Counsel Inc. 0.02% Add +3.2% 619 $355K
City National Bank of Florida 0.23% Reduce -42.9% 619 $355K
Bourne Lent Asset Management Inc. 0.12% No change 618 $354K
KOM Wealth Management Group, LLC 0.25% Reduce -9.9% 617 $354K
Strategic Advocates LLC 0.09% Add +19.6% 611 $353K
Invested Advisors 0.36% Reduce -1.9% 615 $352K
DUTCH ASSET Corp 0.27% — 614 $352K
LongView Wealth Management 0.09% No change 559 $352K
Roehl & Yi Investment Advisors, LLC 0.14% Reduce -0.5% 613 $351K
Dakota Community Bank & Trust NA 1.20% No change 613 $351K
Brightwater Advisory LLC 0.24% Add +0.3% 612 $351K
Uhlmann Price Securities, LLC 0.21% No change 612 $351K
Capital Counsel LLC 0.01% No change 611 $350K
Leibman Financial Services, Inc. 0.25% New 610 $349K
Hibernia Wealth Partners, LLC 0.11% New 610 $349K
Pinpoint Asset Management (Singapore) Pte. Ltd. 0.07% New 609 $349K
Twin Peaks Wealth Advisors, LLC 0.10% New 470 $349K
North Dallas Bank & Trust Co. 0.23% — 608 $348K
Unison Asset Management LLC 0.16% No change 606 $347K
Ariadne Wealth Management, LP 0.14% Reduce -4.0% 457 $347K
Talisman Wealth Advisors LLC 0.27% Reduce -5.9% 604 $346K
Jmac Enterprises LLC 0.07% No change 604 $346K
Y-Intercept (Hong Kong) Ltd 0.01% New 603 $345K
Flatrock Wealth Partners LLC 0.17% — 602 $345K
Orgel Wealth Management, LLC 0.01% Add +18.8% 601 $344K
Private Advisory Group LLC 0.03% Reduce -4.2% 601 $344K
Bedminster, LLC 0.32% — 600 $344K
Three Magnolias Financial Advisors, LLC 0.21% No change 600 $344K
Tolleson Wealth Management, Inc. 0.05% Reduce -15.7% 600 $344K
Solidarity Wealth, LLC 0.07% Reduce -7.5% 596 $341K
Ycg, LLC 0.03% New 596 $341K
Unique Wealth, LLC 0.05% Add +4.2% 596 $341K
Morton Community Bank 0.07% Reduce -88.1% 519 $341K
Morton Capital Management LLC 0.05% Add +1.4% 595 $341K
Argus Investors' Counsel, Inc. 0.27% Reduce -22.7% 595 $341K
Hall Capital Management Co. Inc. 0.13% No change 595 $341K
Diversified Portfolios, Inc. 0.03% Add +10.4% 593 $340K
EdgeRock Capital LLC 0.09% Add +8.2% 592 $340K
Activest Wealth Management 0.06% Add +234.5% 592 $339K
Sunburst Financial Group, LLC 0.07% Add +20.4% 591 $339K
Hilltop Partners LLC 0.09% Add +3.0% 591 $338K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.09% No change 590 $338K
Main Street Group, LTD 0.12% Add +4.6% 590 $338K
Value Investment Professionals, LLC 0.35% — 588 $337K
Plan A Wealth LLC 0.16% Reduce -7.3% 588 $337K
Panoramic Capital Partners, LLC 0.21% Add +0.7% 588 $337K
Integral Investment Advisors, Inc. 0.08% Add +11.0% 587 $336K
Colorado Capital Management, Inc. 0.13% No change 587 $336K
DKM Wealth Management, Inc. 0.25% No change 585 $335K
Aspen Capital Management, LLC 0.08% No change 584 $335K
Sage Advisors, LLC 0.22% New 584 $334K
Nova R Wealth, Inc. 0.12% New 583 $334K
Greatmark Investment Partners, Inc. 0.04% No change 583 $334K
Aviance Capital Partners, LLC 0.04% No change 583 $334K
Ifrah Financial Services, Inc. 0.09% Reduce -4.1% 583 $334K
Objective Capital Management, LLC 0.34% No change 582 $333K
OneAscent Investment Solutions LLC 0.35% Reduce -32.1% 581 $333K
Lexington Hill Partners, LLC 0.25% — 580 $332K
Symmetry Partners, LLC 0.02% Add +11.3% 579 $332K
Pinnacle Bancorp, Inc. 0.10% No change 579 $332K
Halter Ferguson Financial Inc. 0.07% Add +15.6% 579 $332K
Oak Associates Ltd. 0.02% No change 579 $332K
LifeGoal Investments, LLC 0.22% New 577 $331K
Cerro Pacific Wealth Advisors LLC 0.09% Reduce -0.2% 577 $331K
Golden Reserve Retirement LLC 0.06% New 577 $330K
Capital Asset Managemnet, LLC 0.37% — 576 $330K
Caerus Investment Advisors, LLC 0.11% New 576 $330K
Orion Investment Co 0.10% No change 575 $329K
Pacific Center for Financial Services 0.08% No change 690 $329K
Ipsen Advisor Group LLC 0.23% Reduce -13.7% 575 $329K
Rowlandmiller & Partners.adv 0.06% Add +33.0% 573 $328K
CoreFirst Bank & Trust 0.18% Reduce -48.4% 573 $328K
TradeWell Securities, LLC. 0.13% Add +0.2% 572 $328K
Blalock Williams, LLC 0.26% Add +7.1% 572 $328K
PharVision Advisers, LLC 0.17% New 572 $328K
NFSG Corp 0.05% Reduce -14.9% 572 $328K
Renasant Bank 0.22% Reduce -4.2% 570 $327K
Motive Wealth Advisors 0.14% Reduce -0.2% 570 $327K
Acorn Creek Capital LLC 0.12% Add +7.2% 569 $326K
Cloud Capital Management, LLC 0.15% Add +4.4% 570 $326K
Estate Planners Group, LLC 0.14% — 568 $325K
Alpha Omega Wealth Management LLC 0.05% Reduce -5.3% 568 $325K
Signet Private Wealth LLC 0.31% — 567 $325K
Asio Capital, LLC 0.05% Add +7.8% 566 $324K
Franklin, Parlapiano, Turner & Welch, LLC 0.08% No change 500 $323K
Stephens Consulting, LLC 0.10% Add +18.7% 564 $323K
TigerOak Management, L.L.C. 0.10% Reduce -6.9% 564 $323K
Consilio Wealth Advisors, LLC 0.09% Add +1.4% 564 $323K
Alternative Investment Advisors, LLC. 0.14% Reduce -0.3% 562 $323K
Carson Advisory Inc. 0.17% Add +4.7% 563 $323K
Altus Wealth Group LLC 0.13% No change 563 $322K
Successful Portfolios LLC 0.16% Add +22.9% 521 $322K
Cascade Investment Group, Inc. 0.21% No change 561 $321K
Correct Capital Wealth Management 0.06% No change 560 $321K
E6 Portfolios, LLC 0.37% — 560 $321K
Mason & Associates Inc 0.06% Add +3.3% 559 $320K
Howard Financial Services, LTD. 0.04% Add +12.1% 558 $320K
Lynch & Associates 0.06% Reduce -21.2% 558 $320K
Independent Solutions Wealth Management, LLC 0.06% Reduce -0.4% 558 $320K
DGS Capital Management, LLC 0.05% New 557 $319K
IPG Investment Advisors LLC 0.06% Reduce -4.3% 556 $319K
McMillan Office, Inc. 0.04% — 556 $319K
First Bank & Trust 0.05% Add +8.0% 555 $318K
Borer Denton & Associates, Inc. 0.11% No change 553 $317K
Claro Advisors Inc. 0.04% Add +6.6% 552 $316K
Octavia Wealth Advisors, LLC 0.03% Reduce -28.3% 556 $316K
One Day In July LLC 0.03% No change 551 $316K
North Forty Two & Co. 0.30% No change 550 $315K
Breakthru Advisory Services, LLC 0.20% Add +1.9% 550 $315K
Wakefield Asset Management LLLP 0.09% No change 550 $315K
Scott & Selber, Inc. 0.08% No change 550 $315K
Gardner Russo & Quinn 0.00% Reduce -21.4% 550 $315K
Horizon Bancorp Inc. 0.15% Add +2.2% 550 $315K
Beddow Capital Management Inc. 0.12% Reduce -8.3% 550 $315K
Element Wealth, LLC 0.13% Add +0.4% 550 $315K
KWB Wealth 0.03% Add +3.2% 549 $315K
Harvest Investment Services, LLC 0.06% New 549 $315K
TD Capital Management LLC 0.03% Add +11.4% 549 $315K
Coppell Advisory Solutions LLC 0.03% Reduce -8.5% 541 $312K
Cherry Tree Wealth Management, LLC 0.07% Add +22.5% 545 $312K
Genesis Private Wealth, LLC 0.10% New 545 $312K
Joseph P. Lucia & Associates, LLC 0.11% Add +19.9% 543 $311K
Willis Johnson & Associates, Inc. 0.02% Add +3.4% 543 $311K
Omnitrust Wealth Management, Inc 0.39% — 539 $309K
Nelson Capital Management, LLC 0.04% Add +7.4% 538 $308K
Inceptionr LLC 0.09% Reduce -70.2% 536 $307K
Kendall Capital Management 0.06% Add +7.2% 536 $307K
Axis Wealth Partners, LLC 0.17% Reduce -1.6% 536 $307K
Next Capital Management LLC 0.10% No change 535 $306K
Innova Wealth Partners 0.15% New 534 $306K
Targeted Financial Services LLC 0.26% — 530 $304K
IMG Wealth Management, Inc. 0.19% Add +4.7% 530 $304K
Meramec Financial Planners, LLC 0.12% — 418 $304K
Duncan Williams Asset Management, LLC 0.08% No change 438 $303K
Financial Insights, Inc. 0.10% Add +2.1% 528 $303K
Entrust Financial LLC 0.22% — 528 $302K
MN Wealth Advisors, LLC 0.15% Add +0.2% 527 $302K
Tradewinds Capital Management, LLC 0.06% Add +39.8% 527 $302K
Fortis Capital Management LLC 0.04% Add +18.2% 527 $302K
Sage Rhino Capital LLC 0.06% Add +2.1% 526 $301K
Chris Bulman Inc 0.13% Add +6.5% 524 $300K
Fortress Financial Group, LLC 0.22% Reduce -3.1% 524 $300K
Falcon Wealth Planning 0.03% New 523 $300K
Shrier Wealth Management, LLC 0.12% — 523 $299K
Cherrydale Wealth Management, LLC 0.09% No change 523 $299K
Gallacher Capital Management LLC 0.12% No change 521 $299K
Johnson Bixby & Associates, LLC 0.04% No change 521 $298K
JTC Employer Solutions Trustee Ltd 0.02% No change 520 $298K
Shakespeare Wealth Management, LLC 0.07% No change 520 $298K
Patron Partners, LLC 0.13% Reduce -21.3% 520 $298K
Custos Family Office, LLC 0.20% Add +0.4% 519 $298K
BridgePort Financial Solutions, LLC 0.08% No change 519 $297K
CogentBlue Wealth Advisors, LLC 0.20% No change 518 $297K
PKS Advisory Services, LLC 0.07% Reduce -2.8% 517 $296K
Safeguard Investment Advisory Group, LLC 0.08% Reduce -15.4% 517 $296K
Clayton Financial Group LLC 0.15% Add +115.4% 517 $296K
Vestor Capital, LLC 0.02% Add +6629.6% 34,792 $296K
Schwallier Wealth Management LLC 0.19% Reduce -0.2% 449 $295K
Oxinas Partners, LLC 0.14% Reduce -0.6% 514 $295K
Bayforest Capital Ltd 0.22% Add +3853.8% 514 $294K
Hollow Brook Wealth Management LLC 0.08% No change 512 $293K
Ponta Wealth Partners, LLC 0.27% — 511 $293K
Darden Wealth Group Inc 0.14% Reduce -1.0% 510 $292K
Great Waters Wealth Management 0.03% No change 510 $292K
Security National Bank of So Dak 0.14% No change 510 $292K
Hudson Value Partners, LLC 0.09% Add +1.0% 505 $292K
Passive Capital Management, LLC. 0.09% Add +1.6% 508 $291K
Affiance Financial, LLC 0.05% No change 508 $291K
Financial Security Advisor, Inc. 0.06% Add +0.2% 508 $291K
CBIZ Investment Advisory Services, LLC 0.01% Add +373.8% 507 $291K
SC&H Financial Advisors, Inc. 0.04% New 507 $290K
Idaho Trust Co 0.10% No change 507 $290K
Cape Investment Advisory, Inc. 0.09% Add +268.6% 505 $289K
Weaver Consulting Group 0.07% Reduce -10.8% 505 $289K
Lincoln Capital Corp. 0.10% New 504 $289K
Warren Street Wealth Advisors, LLC 0.08% Reduce -21.0% 503 $288K
Peak Retirement Planning, Inc. 0.07% Reduce -0.4% 503 $288K
Kwmg, LLC 0.02% No change 503 $288K
Fortis Capital Advisors, LLC 0.04% Reduce -14.2% 502 $288K
Owen LaRue, LLC 0.11% Reduce -2.1% 501 $287K
Maimon Wealth Management LTD. 0.27% — 500 $286K
Parvin Asset Management, LLC 0.23% Reduce -4.9% 500 $286K
Adirondack Capital Advisors, LLC 0.19% — 500 $286K
Baugh & Associates, LLC 0.14% No change 500 $286K
Landmark Wealth Management, Inc. 0.11% No change 500 $286K
Jackson, Grant Investment Advisers, Inc. 0.09% No change 500 $286K
DORVAL Corp 0.09% No change 500 $286K
Archvest Wealth Advisors, Inc. 0.18% Add +5.3% 500 $286K
Orin Green Financial, LLC 0.11% No change 499 $286K
Alliance Wealth Advisors, LLC 0.14% No change 496 $284K
Brio Consultants, LLC 0.04% New 495 $284K
MOKAN Wealth Management Inc. 0.13% Add +4.9% 494 $283K
Abound Wealth Management 0.07% Add +10.8% 493 $283K
Eddie Patel Inc 0.21% — 493 $283K
FMB Wealth Management 0.11% No change 493 $282K
Gladius Capital Management LP 0.35% New 493 $282K
Brandywine Oak Private Wealth LLC 0.02% No change 493 $282K
Steinberganna Wealth Management 0.13% New 493 $282K
Ducere Wealth Management LLC 0.11% — 492 $282K
Marotta Asset Management 0.05% No change 491 $281K
ONE Advisory Partners, LLC 0.08% New 491 $281K
Sutton Place Investors LLC 0.15% Add +3.0% 489 $280K
Renaissance Investment Group LLC 0.06% Reduce -4.9% 488 $280K
Prasad Wealth Partners, LLC 0.07% Add +0.2% 487 $279K
Mosaic Family Wealth Partners, LLC 0.03% Reduce -0.2% 487 $279K
V. M. Manning & Co., Inc. 0.28% New 485 $278K
Wrenne Financial Planning LLC 0.11% No change 484 $278K
Bond & Devick Financial Network, Inc. 0.08% Add +12.8% 483 $277K
Shayne & Jacobs, LLC 0.08% Add +0.4% 482 $276K
GAMCO Investors 0.00% Reduce -16.5% 481 $276K
Seneca Financial Advisors LLC 0.08% Add +0.2% 480 $275K
Mainsail Asset Management, LLC 0.12% Add +2.6% 480 $275K
Ruggiero Investments, Inc. 0.25% — 479 $274K
BOK Financial Private Wealth, Inc. 0.02% Reduce -5.4% 477 $273K
Private Client Services, LLC 0.09% New 477 $273K
Pinion Investment Advisors, LLC 0.07% New 476 $273K
Marex Group Ltd 0.00% New 476 $273K
Godfrey Financial Associates, Inc. 0.23% — 474 $272K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% Reduce -73.2% 474 $272K
First Long Island Investors, LLC 0.02% No change 474 $272K
Strategic Financial Partners, Ltd. 0.12% No change 473 $271K
Integrity Advisory Solutions, LLC 0.04% Add +5.8% 473 $271K
Sachem Hill LLC 0.05% No change 473 $271K
Palisades Hudson Asset Management, L.P. 0.10% No change 471 $270K
Foronjy Financial LLC 0.11% Reduce -14.4% 471 $270K
Argonautica Private Wealth Management, Inc. 0.08% Reduce -3.5% 471 $270K
Planning Directions Inc. 0.14% Add +0.2% 471 $270K
Decision Investments, Inc. 0.29% — 470 $269K
North Capital, Inc. 0.23% Reduce -0.2% 470 $269K
ProVise Management Group, LLC 0.02% No change 470 $269K
ETF Store, Inc. 0.27% Add +0.2% 467 $268K
Fermata Advisors, LLC 0.06% Add +0.7% 467 $268K
LifeWealth Investments, LLC 0.08% No change 465 $266K
Foguth Wealth Management, LLC. 0.04% — 445 $266K
Kassira Wealth Management LLC 0.25% Add +0.4% 462 $265K
Summit Wealth Group, LLC 0.06% Add +3.6% 461 $264K
Davis-Rea LTD. 0.07% No change 460 $264K
Acorn Financial Advisory Services Inc. 0.04% Add +1.8% 459 $263K
Awm Capital, LLC 0.02% Reduce -0.2% 457 $262K
Mosaic Financial Group, LLC 0.18% Add +0.4% 457 $262K
Coston, McIsaac & Partners 0.06% Add +32.0% 458 $262K
Schaeffer Financial LLC 0.23% Add +0.2% 457 $262K
Hoxton Planning & Management, LLC 0.08% Add +6.0% 456 $261K
Walker Asset Management, LLC 0.14% No change 456 $261K
Brown Financial Advisory 0.13% No change 456 $261K
Tilia Fiduciary Partners, Inc. 0.14% Reduce -8.8% 455 $261K
Semus Wealth Partners LLC 0.14% Add +0.2% 455 $261K
OakTrust Wealth Advisors, LLC 0.24% — 454 $260K
Benchmark Financial Wealth Advisors, LLC 0.07% Add +1.1% 454 $260K
Ruggaard & Associates LLC 0.10% Reduce -0.7% 453 $260K
American Trust 0.02% Reduce -16.1% 453 $260K
Magnetar Financial LLC 0.00% New 453 $260K
Coordinated Financial Services, Inc. 0.15% Reduce -3.2% 450 $258K
Michael Brady & Co., LLC 0.26% — 450 $258K
Rayburn West Financial Services LLC 0.16% — 450 $258K
Discipline Wealth Solutions, LLC 0.05% New 449 $257K
Verity & Verity, LLC 0.02% Add +2.3% 448 $257K
Oberweis Asset Management Inc./ 0.01% Add +5.2% 448 $256K
Cushing Capital Partners, LLC 0.19% Reduce -25.4% 446 $256K
Piscataqua Savings Bank 0.18% No change 446 $255K
GFG Capital, LLC 0.09% Reduce -3.9% 445 $255K
LeClair Wealth Partners LLC 0.15% No change 445 $255K
Blue Sky Capital Consultants Group, Inc. 0.11% No change 444 $254K
Edgemoor Investment Advisors, Inc. 0.02% Reduce -18.4% 443 $254K
Wisconsin Wealth Advisors, LLC 0.25% No change 443 $254K
Brand Asset Management Group, Inc. 0.07% Add +1.8% 442 $253K
Fractal Investments LLC 0.04% No change 442 $253K
Storen Legacy Partners, LLC 0.08% — 441 $253K
Connecticut Capital Management Group, LLC 0.24% — 440 $252K
Vance Wealth, LLC 0.07% Reduce -11.5% 440 $252K
Kirr Marbach & Co. LLC 0.05% No change 440 $252K
Arlington Trust Co LLC 0.03% Reduce -41.8% 440 $252K
Measured Wealth Private Client Group, LLC 0.07% Reduce -9.9% 439 $252K
Summit Financial Wealth Advisors, LLC 0.04% Add +0.5% 438 $251K
Peck Wealth Management, LLC 0.24% No change 437 $250K
Vilga Financial Planning LLC 0.24% — 436 $250K
Newport Capital Group, LLC 0.15% New 436 $250K
Pine Harbor Wealth Management, LLC 0.08% Add +0.2% 436 $249K
DDFG, Inc 0.05% No change 435 $249K
Moody Aldrich Partners LLC 0.05% No change 435 $249K
Tenzing Financial LLC 0.20% — 434 $249K
Berkshire Money Management, Inc. 0.02% New 434 $249K
WINTON GROUP Ltd 0.01% Reduce -98.4% 434 $249K
Reston Wealth Management LLC 0.08% New 433 $248K
Nvest Financial, LLC 0.10% New 433 $248K
GGM Financial LLC 0.12% Add +0.2% 432 $247K
TL Private Wealth 0.10% No change 400 $247K
Matters Capital LLC 0.20% — 431 $247K
Cornerstone Enterprises, LLC 0.12% Add +1.2% 430 $246K
GW&K Investment Management, LLC 0.00% Add +2.6% 427 $245K
Summit Wealth & Retirement Planning, Inc. 0.06% New 427 $245K
Richard P Slaughter Associates Inc 0.05% No change 427 $245K
McIlrath & Eck, LLC 0.02% No change 427 $245K
Echo45 Advisors LLC 0.14% Reduce -2.1% 426 $244K
MinichMacGregor Wealth Management, LLC 0.04% Reduce -46.4% 425 $244K
Rubicon Advisors, GP 0.23% — 425 $244K
White Knight Strategic Wealth Advisors, LLC 0.18% Reduce -41.2% 425 $243K
Goldstein Advisors, LLC 0.03% Reduce -9.2% 425 $243K
tru Independence LLC 0.06% No change 423 $243K
EJMK Ventures LLC 0.15% — 423 $242K
Magnolia Private Wealth, LLC 0.17% Add +0.5% 423 $242K
Pin Oak Investment Advisors Inc. 0.17% No change 332 $242K
Veery Capital, LLC 0.07% Reduce -5.8% 421 $241K
ForthRight Wealth Management, LLC 0.07% No change 421 $241K
Great Point Wealth Advisors, LLC 0.04% New 420 $241K
CapWealth Advisors, LLC 0.02% No change 420 $241K
Gordian Advisors LLC 0.16% New 419 $240K
J. L. Bainbridge & Co., Inc. 0.02% No change 419 $240K
TABR Capital Management, LLC 0.16% New 419 $240K
Pennington Partners & Co., LLC 0.10% New 419 $240K
JMN Financial LLC 0.24% — 418 $239K
Avion Wealth 0.05% Add +0.2% 419 $239K
Mars Jewett Financial Group, Inc. 0.07% — 308 $239K
Northwest Wealth Management, LLC 0.04% New 416 $239K
Emerald Advisors, LLC 0.03% New 416 $238K
Blodgett Wealth Advisors, LLC 0.17% Reduce -2.6% 415 $238K
Ulland Investment Advisors, LLC 0.19% No change 415 $238K
GSG Advisors LLC 0.06% New 415 $238K
Shelton Wealth Management, LLC 0.10% New 414 $237K
MOR Wealth Management, LLC 0.11% — 414 $237K
Cambridge Financial Group, LLC 0.08% No change 653 $237K
Sagace Wealth Management LLC 0.16% Reduce -8.4% 413 $237K
Tanager Wealth Management LLP 0.02% New 413 $237K
My Personal CFO, LLC 0.10% New 412 $236K
Wbi Investments, LLC 0.06% New 412 $236K
Duncker Streett & Co. Inc. 0.04% Add +0.2% 411 $235K
Spectrum Asset Management, Inc. (NB/CA) 0.08% New 410 $235K
Bell Investment Advisors, Inc 0.04% Add +12.0% 410 $235K
Intelligence Driven Advisers, LLC 0.03% New 409 $234K
Peoples Bank 0.15% New 409 $234K
Guardian Capital, LLC 0.21% — 408 $234K
Lathrop Investment Management Co. 0.04% New 407 $233K
Rodgers & Associates, LTD 0.02% New 406 $233K
Bravias Capital Group, LLC 0.14% New 406 $233K
Northern Capital Management, Inc. 0.12% New 406 $233K
Schwarz Dygos Wheeler Investment Advisors LLC 0.05% New 406 $233K
TSG Advice Partners, LLC 0.04% — 403 $231K
Pavion Blue Capital, LLC 0.10% New 403 $231K
Oakwell Private Wealth Management, LLC 0.04% New 403 $231K
IAG Wealth Partners, LLC 0.03% Reduce -11.0% 403 $231K
Brown Wealth Management, LLC 0.06% Reduce -5.0% 402 $230K
NWM Advisors, LLC 0.20% — 401 $230K
Benningfield Financial Advisors, LLC 0.18% Reduce -20.0% 400 $229K
Guild Investment Management, Inc. 0.17% New 400 $229K
Innovative Wealth Building LLC 0.17% New 400 $229K
FSA Advisors, Inc. 0.16% Reduce -68.5% 400 $229K
North Ridge Wealth Advisors, Inc. 0.13% No change 400 $229K
Sage Private Wealth Group, LLC 0.12% New 400 $229K
Birchbrook, Inc. 0.11% No change 400 $229K
Agp Franklin, LLC 0.11% New 400 $229K
Altiora Financial Group, LLC 0.04% Reduce -12.5% 400 $229K
Proffitt & Goodson Inc. 0.03% New 400 $229K
Parthenon LLC 0.02% New 400 $229K
Sage Financial Group Inc. 0.02% New 400 $229K
Norris Perne & French LLP 0.02% New 400 $229K
Banque Pictet & Cie SA 0.00% New 400 $229K
Barnes Wealth Management Group, Inc 0.12% New 400 $229K
Rydar Equities, Inc. 0.18% Reduce -17.0% 400 $229K
Autumn Glory Partners, LLC 0.08% New 397 $227K
Mosley Wealth Management 0.10% — 452 $227K
Diametric Capital, LP 0.06% New 396 $227K
M3 Advisory Group, LLC 0.14% New 396 $227K
Tactive Advisors, LLC 0.07% Reduce -13.2% 396 $227K
Triton Wealth Management, PLLC 0.09% New 324 $226K
Wealthedge Investment Advisors, LLC 0.08% New 393 $226K
Buska Wealth Management, LLC 0.08% New 394 $225K
Hoey Investments, Inc. 0.03% No change 393 $225K
NDWM LLC 0.15% New 392 $225K
Meridian Investment Counsel Inc. 0.05% New 392 $225K
Tandem Investment Advisors, Inc. 0.01% Reduce -10.1% 392 $225K
Saxony Capital Management, LLC 0.14% New 392 $224K
AIMZ Investment Advisors, LLC 0.06% New 392 $224K
Fidelity D & D Bancorp Inc. 0.10% Reduce -11.7% 391 $224K
Northstar Asset Management Inc. 0.06% New 391 $224K
Bolthouse Investments, LLC 0.20% New 391 $224K
Arkfeld Wealth Strategies, L.L.C. 0.08% New 374 $223K
Piedmont Capital Management, LLC 0.15% — 388 $222K
Whitaker-Myers Wealth Managers, LTD. 0.05% New 388 $222K
Betterment LLC 0.00% New 386 $221K
Compton Financial Group, LLC 0.05% New 386 $221K
Fortitude Family Office, LLC 0.05% Reduce -35.9% 385 $221K
Fonville Wealth Management LLC 0.05% New 385 $221K
Ruedi Wealth Management, Inc. 0.06% New 384 $220K
Ames National Corp. 0.13% New 383 $219K
Headinvest, LLC 0.04% New 383 $219K
JM2 Capital Inc. 0.18% — 381 $218K
Connable Office Inc. 0.02% New 381 $218K
LCM Capital Management Inc 0.11% New 380 $218K
LVZ, Inc. 0.02% New 380 $218K
Hopwood Financial Services, Inc. 0.15% Reduce -10.4% 380 $217K
Swisher Financial Concepts, Inc. 0.12% New 378 $217K
Oxler Private Wealth LLC 0.06% New 378 $216K
PW Nova Financial Services LLC 0.08% — 361 $216K
GK Wealth Management LLC 0.16% Reduce -15.3% 375 $215K
Pursuit Wealth Strategies, LLC 0.30% — 375 $215K
KRS Capital Management, LLC 0.12% New 375 $215K
Avalon Trust Co 0.01% Reduce -1.1% 375 $215K
Glass Wealth Management Co LLC 0.09% New 375 $215K
Madrona Financial Services, LLC 0.05% New 375 $215K
Moseley Investment Management Inc. 0.07% New 374 $214K
Meridian Wealth Partners, LLC 0.03% New 374 $214K
Silver Lake Advisory, LLC 0.08% New 373 $214K
Harold Davidson & Associates Inc. 0.09% New 373 $214K
Harrell Investment Partners, LLC 0.05% New 373 $214K
WP Advisors, LLC 0.05% New 373 $213K
VSM Wealth Advisory, LLC 0.06% Reduce -7.4% 373 $213K
Powers Advisory Group, LLC 0.08% New 372 $213K
Strata Wealth Advisors, LLC 0.06% New 372 $213K
Quaker Wealth Management, LLC 0.07% Add +4.8% 371 $213K
Sterling Financial Planning, Inc. 0.06% New 371 $213K
Mascagni Wealth Management, Inc. 0.16% New 370 $212K
Broyhill Asset Management, LLC 0.19% New 370 $212K
Strong Retirement Solutions LLC 0.14% — 370 $212K
BCO Wealth Management LLC 0.13% New 370 $212K
Navalign, LLC 0.05% New 370 $212K
Shulman DeMeo Asset Management LLC 0.05% Reduce -14.4% 369 $212K
Allred Capital Management, LLC 0.08% New 369 $211K
Riversedge Advisors, LLC 0.03% New 369 $211K
Wealthquest Corp 0.02% New 369 $211K
Alkeme Wealth, LLC 0.09% New 369 $211K
Asset Allocation Strategies LLC 0.04% New 367 $210K
Topsail Wealth Management, LLC 0.03% New 366 $210K
Carter Financial Group, INC. 0.12% New 366 $210K
Lane Brothers & Co. Inc. 0.15% — 365 $209K
Outlook Wealth Advisors, LLC 0.05% New 365 $209K
Mma Asset Management LLC 0.07% Reduce -17.3% 364 $209K
Wealth Advisory Solutions, LLC 0.05% New 364 $209K
Center for Financial Planning, Inc. 0.02% Add +4.0% 364 $209K
Sylvest Advisors, LLC 0.11% Reduce -47.9% 364 $208K
Instrumental Wealth, LLC 0.12% New 276 $208K
Tortuga Wealth Management, Inc 0.22% — 362 $207K
Boomfish Wealth Group, LLC 0.11% Reduce -39.8% 362 $207K
Turning Point Benefit Group, Inc. 0.11% Add +9.0% 362 $207K
MADDEN SECURITIES Corp 0.06% New 360 $206K
Cetera Trust Company, N.A 0.11% No change 359 $206K
Wick Capital Partners, LLC 0.04% New 359 $206K
Tranquility Partners, LLC 0.07% New 357 $205K
First National Bank of Hutchinson 0.12% New 357 $205K
Higgins & Schmidt Wealth Strategies LLC 0.10% New 357 $205K
Vista Investment Management 0.07% New 357 $205K
Fiducient Advisors LLC 0.03% New 357 $205K
Gambit Capital Management, LLC 0.15% — 357 $205K
Sierra Ocean, LLC 0.17% New 357 $204K
Lake Street Private Wealth, LLC 0.03% Reduce -36.6% 357 $204K
Sandro Wealth Management LLC 0.17% — 356 $204K
Park Capital Management, LLC / WI 0.15% New 356 $204K
Altar Rock LLC 0.24% — 356 $204K
Heritage Investment Group, Inc. 0.03% New 356 $204K
Denver Wealth Management, Inc. 0.07% New 354 $203K
TPG Advisors LLC 0.13% New 354 $203K
Mill Creek Capital Advisors, LLC 0.00% New 354 $203K
Legacy Wealth Advisors, LLC 0.13% — 353 $202K
Founders Capital Management, LLC 0.03% New 352 $202K
Inlet Private Wealth, LLC 0.05% New 352 $201K
Global Wealth Strategies & Associates 0.05% Add +6.0% 351 $201K
Glass Jacobson Investment Advisors llc 0.07% No change 351 $201K
SLT Holdings LLC 0.13% New 351 $201K
Applied Capital LLC 0.08% New 351 $201K
Dupree Financial Group, LLC 0.07% New 351 $201K
Bull Street Advisors, LLC 0.09% New 350 $201K
Millennium Capital Advisors, LLC 0.12% New 350 $201K
Aufman Associates Inc 0.10% New 350 $201K
Christensen, King & Associates Investment Services, Inc. 0.09% New 350 $201K
Z3 Capital Partners, LLC 0.05% — 350 $201K
Clarkston Capital Partners, LLC 0.00% New 350 $201K
HighMark Wealth Management LLC 0.08% Reduce -2.5% 345 $198K
Ameliora Wealth Management Ltd. 0.06% No change 342 $196K
Hurley Capital, LLC 0.11% Add +0.3% 337 $193K
Bear Mountain Capital, Inc. 0.06% Reduce -13.9% 298 $193K
Financial Freedom, LLC 0.10% Reduce -18.3% 335 $192K
Garton & Associates Financial Advisors LLC 0.11% — 326 $187K
Cornerstone Planning Group LLC 0.03% Reduce -8.1% 285 $183K
Clark Wealth Partners 0.11% No change 312 $179K
Graney & King, LLC 0.10% Add +0.3% 308 $176K
Winthrop Capital Management, LLC 0.04% No change 304 $174K
Richardson Financial Services Inc. 0.06% Add +87.0% 301 $172K
Dunhill Financial, LLC 0.05% Add +3.5% 295 $169K
TCTC Holdings, LLC 0.01% No change 292 $167K
Tsfg, LLC 0.02% Add +15.0% 292 $167K
Triumph Capital Management 0.04% New 291 $167K
Morton Brown Family Wealth, LLC 0.05% No change 290 $166K
Valley Wealth Managers, Inc. 0.01% Reduce -97.7% 290 $166K
Delos Wealth Advisors, LLC 0.11% Add +11.7% 287 $164K
Centennial Bank 0.06% No change 283 $162K
WPG Advisers, LLC 0.12% Add +0.7% 278 $159K
Vinland Capital Management Gestora de Recursos LTDA. 1.92% Reduce -29.3% 275 $158K
State of Wyoming 0.02% Reduce -42.1% 275 $158K
Clean Yield Group 0.04% Reduce -2.9% 270 $155K
New Millennium Group LLC 0.07% Reduce -8.5% 269 $154K
Barrett & Company, Inc. 0.05% No change 268 $154K
Wellington-Altus USA Inc. 0.11% — 266 $152K
Miller Capital Partners, Inc. 0.08% — 265 $152K
Tower View Wealth Management LLC 0.08% No change 265 $152K
Intesa Sanpaolo Wealth Management 0.03% — 264 $151K
Entelevest, LLC 0.15% — 259 $148K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -50.1% 257 $148K
Sunrise Financial Services, LLC 0.11% — 254 $146K
Fairscale Capital, LLC 0.10% No change 253 $145K
Winch Advisory Services, LLC 0.03% Reduce -5.6% 252 $144K
JNBA Financial Advisors 0.01% Add +5.0% 251 $144K
MTM Investment Management, LLC 0.05% No change 251 $144K
Maseco LLP 0.01% New 250 $143K
St. Johns Investment Management Company, LLC 0.06% No change 250 $143K
Horizons Wealth Management 0.09% No change 249 $143K
Darwin Wealth Management, LLC 0.04% No change 247 $142K
XY Capital Ltd 0.14% New 237 $136K
1015 Capital Partners, LLC 0.13% — 237 $136K
Wolff Wiese Magana LLC 0.07% Reduce -13.8% 232 $133K
Capital Advisors, Ltd. LLC 0.01% Add +15.6% 230 $132K
KERR FINANCIAL PLANNING Corp 0.18% No change 193 $131K
Creative Capital Management Investments LLC 0.04% No change 228 $131K
Swiss Re Ltd. 0.01% — 228 $131K
Horrell Capital Management, Inc. 0.06% No change 226 $129K
Bfsg, LLC 0.01% Reduce -9.0% 223 $128K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -0.5% 220 $127K
Motco 0.01% No change 220 $126K
Atlantic Private Wealth, LLC 0.08% Add +1.4% 219 $126K
Hughes Financial Services, LLC 0.02% Reduce -1.8% 219 $125K
Canton Hathaway, LLC 0.02% No change 217 $124K
Covestor Ltd 0.06% Reduce -0.5% 216 $124K
Godsey & Gibb, Inc. 0.01% Reduce -0.9% 216 $124K
Centerpoint Advisors, LLC 0.04% No change 215 $123K
GoalVest Advisory LLC 0.02% Add +59.4% 212 $121K
RAM Investment Partners, LLC 0.02% New 211 $121K
Marshall & Sterling Wealth Advisors Inc. 0.08% Reduce -3.7% 210 $120K
Paladin Partners, LLC 0.09% — 207 $119K
Broadwater Capital Management LLC 0.09% No change 200 $115K
Murphy & Mullick Capital Management Corp 0.08% Add +5.8% 200 $115K
Chelsea Counsel Co. 0.05% No change 200 $115K
Evelyn Partners Investment Management (Europe) Ltd 0.04% No change 200 $115K
High Note Wealth, LLC 0.02% Add +21.3% 199 $114K
Sfam, LLC 0.10% — 195 $112K
Nvest Wealth Strategies, Inc. 0.08% — 192 $110K
Silicon Valley Capital Partners 0.01% Add +0.5% 192 $110K
New England Capital Financial Advisors LLC 0.04% No change 189 $108K
Proathlete Wealth Management LLC 0.03% No change 188 $108K
CDKV Holdings LLC 0.09% — 187 $107K
Kemnay Advisory Services Inc. 0.02% New 186 $107K
Founders Capital Management 0.05% No change 180 $103K
IMA Advisory Services, Inc. 0.01% Add +16.2% 172 $99K
Tacita Capital Inc 0.06% Add +6.3% 169 $97K
Advantage Trust Co 0.04% Reduce -68.9% 167 $96K
RMG Wealth Management LLC 0.01% Add +9.6% 149 $96K
Bruce G. Allen Investments, LLC 0.06% Reduce -16.2% 166 $95K
Millstone Evans Group, LLC 0.06% Add +23.9% 166 $95K
CGC Financial Services, LLC 0.03% No change 166 $95K
Morgan Dempsey Capital Management LLC 0.05% No change 165 $95K
Lodestone Wealth Management LLC 0.04% New 162 $93K
DV Trading LLC 0.01% — 160 $92K
Sachetta, LLC 0.05% Reduce -30.6% 159 $91K
Banque de Luxembourg S.A. 0.04% No change 158 $91K
Essential Partners LLC 0.03% Add +34.2% 153 $88K
Catherine Avery Investment Management LLC 0.05% Reduce -46.3% 152 $87K
Mark Sheptoff Financial Planning, LLC 0.04% No change 152 $87K
Quest 10 Wealth Builders, Inc. 0.08% Reduce -5.7% 149 $85K
Private Wealth Management Group, LLC 0.02% No change 149 $85K
Bullseye Investment Management, LLC 0.04% New 145 $83K
University of Texas/Texas Am Investment Management Co. 0.01% No change 145 $83K
WHI TRUST Co LLC 0.06% — 142 $81K
Commonwealth Retirement Investments LLC 0.03% New 142 $81K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 136 $78K
American Capital Advisory, LLC 0.03% Reduce -83.4% 135 $78K
Syntax Research, Inc. 0.05% No change 135 $77K
Elevation Wealth Partners, LLC 0.03% No change 130 $75K
E Fund Management (Hong Kong) Co., Ltd. 0.03% Reduce -68.6% 108 $75K
Redmont Wealth Advisors LLC 0.11% No change 129 $74K
Kingdom Financial Group LLC. 0.02% New 126 $72K
Midwest Capital Advisors, LLC 0.03% Reduce -18.3% 125 $72K
Robinswood Financial LLC 0.02% No change 124 $71K
United Financial Planning Group LLC 0.04% New 122 $70K
Park Place Capital Corp 0.01% Reduce -3.2% 120 $69K
Joseph Group Capital Management 0.02% Add +75.0% 119 $68K
Ares Financial Consulting, LLC 0.06% — 115 $66K
Loomis Sayles & Co. L P 0.00% Reduce -96.7% 115 $66K
MPWM Advisory Solutions, LLC 0.04% Add +14.1% 113 $65K
Valued Wealth Advisors LLC 0.03% Add +31.8% 112 $64K
Curat Global, LLC 0.07% No change 110 $63K
Daytona Street Capital LLC 0.05% — 110 $63K
Innovative Advisory Group, LLC 0.04% No change 110 $63K
Bellevue Asset Management, LLC 0.02% No change 106 $61K
Burkett Financial Services, LLC 0.02% Add +40.0% 105 $60K
Birchwood Financial Partners, Inc. 0.06% — 105 $60K
Howard Hughes Medical Institute 0.03% No change 101 $58K
Advocate Investing Services LLC 0.05% — 100 $57K
Beacon Financial Strategies CORP 0.03% New 100 $57K
Fourth Dimension Wealth, LLC 0.02% No change 100 $57K
Rakuten Securities, Inc. 0.02% Add +38.9% 100 $57K
Financial Management Professionals, Inc. 0.01% Reduce -41.9% 100 $57K
Kimelman & Baird, LLC 0.00% No change 100 $57K
Albion Financial Group 0.00% No change 100 $57K
Corsicana & Co. 0.03% No change 99 $57K
Kilter Group LLC 0.02% Add +22.8% 97 $56K
Retirement Wealth Solutions LLC 0.04% No change 97 $55K
Nalls Sherbakoff Group, LLC 0.04% No change 96 $55K
Compass Financial Services Inc 0.02% No change 95 $54K
Caitlin John, LLC 0.03% Reduce -89.2% 93 $53K
Dogwood Wealth Management LLC 0.02% Add +69.1% 93 $53K
Osterweis Capital Management Inc. 0.00% New 91 $52K
Mizuho Securities Co. Ltd. 0.69% New 90 $52K
Brooklands Fund Management Ltd 0.03% — 151 $51K
DB Fitzpatrick & Co, Inc 0.04% No change 88 $50K
Harbor Asset Planning, Inc. 0.04% No change 88 $50K
Walsh & Associates, LLC 0.05% — 87 $50K
RiverPark Advisors, LLC 0.02% Reduce -1.2% 82 $47K
Mascoma Wealth Management LLC 0.01% Add +8.0% 81 $46K
IFC & Insurance Marketing, Inc. 0.05% — 81 $46K
Dorato Capital Management 0.03% — 72 $46K
Strive Financial Group ,LLC 0.02% — 78 $45K
LMR Partners LLP 0.00% New 78 $45K
Financial Network Wealth Advisors LLC 0.05% Reduce -17.4% 76 $44K
Steph & Co. 0.01% Add +111.1% 76 $44K
Ankerstar Wealth, LLC 0.04% — 75 $43K
Legacy Wealth Managment, LLC 0.02% Add +27.1% 75 $43K
Thompson Investment Management, Inc. 0.01% No change 75 $43K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -39.3% 74 $43K
Sellwood Investment Partners LLC 0.02% No change 74 $42K
Tucker Asset Management LLC 0.01% New 74 $42K
Atomic Invest LLC 0.02% — 73 $42K
Vermillion & White Wealth Management Group, LLC 0.02% Add +14.1% 73 $42K
SWAN Capital LLC 0.02% No change 73 $42K
1620 Investment Advisors, Inc. 0.03% Reduce -21.1% 71 $41K
Anfield Capital Management, LLC 0.01% No change 65 $37K
Atlantic Edge Private Wealth Management, LLC 0.01% Add +8.3% 65 $37K
Manitou Investment Management Ltd. 0.01% No change 65 $37K
Evelyn Partners Investment Management Services Ltd 0.00% No change 63 $36K
Key Capital Management, INC 0.04% — 62 $36K
Monetary Solutions, Ltd 0.03% — 61 $35K
Kings Path Partners LLC 0.01% Reduce -74.3% 61 $35K
Noble Wealth Management PBC 0.02% Add +140.0% 60 $34K
Raffa Wealth Management, LLC 0.01% Add +13.5% 59 $34K
Marquette Asset Management, LLC 0.00% No change 58 $33K
Inlight Wealth Management, LLC 0.01% No change 58 $33K
Rialto Wealth Management, LLC 0.01% Add +47.4% 56 $32K
Cornerstone Financial Management LLC 0.03% — 55 $32K
IFS Advisors, LLC 0.02% New 53 $31K
Highline Wealth Partners LLC 0.01% Add +3.9% 53 $30K
Front Row Advisors LLC 0.01% No change 51 $29K
Financial Avengers, Inc. 0.01% No change 50 $29K
Frazier Financial Advisors, LLC 0.02% Add +220.0% 48 $28K
TFC Financial Management, Inc. 0.00% No change 48 $28K
Torren Management, LLC 0.01% — 47 $27K
Davis Capital Management 0.02% No change 43 $25K
Chapman Financial Group, LLC 0.02% No change 42 $24K
Aspect Partners, LLC 0.01% Add +10.5% 42 $24K
DiNuzzo Private Wealth, Inc. 0.00% No change 41 $23K
Greenline Wealth Management LLC 0.02% — 41 $23K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -92.5% 41 $23K
Flagship Wealth Advisors, LLC 0.01% Reduce -45.2% 40 $23K
Penserra Capital Management LLC 0.00% No change 39 $22K
Copia Wealth Management 0.02% No change 38 $22K
Consultiva Wealth Management, Corp. 0.06% No change 37 $21K
Accent Capital Management, LLC 0.01% No change 37 $21K
Fortis Group Advisors, LLC 0.00% No change 37 $21K
Stone House Investment Management, LLC 0.00% Add +2.8% 37 $21K
Atlas Capital Advisors Inc. 0.00% — 37 $21K
Align Financial, LLC 0.01% — 20,623 $21K
DecisionPoint Financial, LLC 0.00% Add +75.0% 35 $20K
Your Advocates Ltd., LLP 0.01% No change 35 $20K
Bay Harbor Wealth Management, LLC 0.01% Add +40.0% 35 $20K
Breakwater Investment Management 0.01% No change 32 $18K
Bare Financial Services, Inc 0.01% No change 32 $18K
Peterson Wealth Services 0.00% Reduce -99.8% 32 $18K
Blume Capital Management, Inc. 0.00% No change 30 $17K
NCP Inc. 0.01% New 28 $16K
Principia Wealth Advisory, LLC 0.01% Add +12.0% 28 $16K
Cedar Mountain Advisors, LLC 0.00% Add +3.7% 28 $16K
Camelot Portfolios, LLC 0.01% New 25 $14K
Abound Financial, LLC 0.01% New 25 $14K
Icon Advisers Inc. 0.00% No change 25 $14K
Elevated Capital Advisors, LLC 0.00% New 22 $13K
Vision Financial Markets LLC 0.01% No change 21 $12K
Game Plan Financial Advisors, LLC 0.01% No change 20 $11K
Estabrook Capital Management 0.00% Reduce -75.0% 20 $11K
Winnacle Wealth LLC 0.01% Add +11.8% 19 $11K
Evolution Wealth Management Inc. 0.01% No change 19 $11K
Evelyn Partners Asset Management Ltd 0.00% No change 19 $11K
HFM Investment Advisors, LLC 0.00% Add +63.6% 18 $10K
PayPay Securities Corp 0.29% No change 17 $10K
Red Tortoise LLC 0.00% No change 17 $10K
JDM Financial Group LLC 0.00% Reduce -45.2% 17 $10K
Merited Wealth, LLC 0.01% — 16 $9K
Investors Portfolio Services LLC 0.01% — 15 $8K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 14 $8K
Horizon Financial Services, LLC 0.00% Add +27.3% 14 $8K
Holos Integrated Wealth LLC 0.00% No change 13 $8K
West Financial Advisors, LLC 0.00% Reduce -87.4% 13 $7K
Battery Global Advisors, LLC 0.00% Add +300.0% 12 $7K
Westfuller Advisors, LLC 0.00% Add +140.0% 12 $7K
Transce3nd, LLC 0.05% No change 10 $6K
S&T Bank 0.00% Reduce -15.4% 11 $6K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.01% New 10 $6K
Investors Research Corp 0.00% New 10 $6K
Cornerstone National Bank & Trust Co 0.00% No change 9 $5K
Benson Wealth Management INC 0.01% — 8 $5K
Gilpin Wealth Management, LLC 0.00% — 8 $5K
Eq Wealth Advisors, LLC 0.00% New 8 $5K
Dagco, Inc. 0.00% No change 8 $5K
Islay Capital Management, LLC 0.00% Add +40.0% 7 $4K
Cypress Capital Management LLC (WY) 0.00% New 6 $3K
Nova Wealth Management, Inc. 0.00% No change 6 $3K
Whipplewood Advisors, LLC 0.00% New 6 $3K
Richard W. Paul & Associates, LLC 0.00% No change 6 $3K
Quattro Advisors LLC 0.00% — 5 $3K
Seneschal Advisors, LLC 0.00% No change 5 $3K
Decker Retirement Planning Inc. 0.00% New 5 $3K
Redwood Park Advisors LLC 0.00% No change 4 $2K
WealthCollab, LLC 0.00% No change 4 $2K
Arcadia Investment Management Corp. 0.00% New 4 $2K
LGT Financial Advisors LLC 0.01% No change 4 $2K
Osbon Capital Management LLC 0.00% — 4 $2K
Three Bearings Fiduciary Advisors, Inc. 0.00% — 3 $2K
PEAK6 LLC 0.00% New 3 $2K
Luken Investment Analytics, LLC 0.00% New 3 $2K
ROSS\JOHNSON & Associates LLC 0.02% Add +100.0% 2 $1K
Palladiem, LLC 0.00% — 2 $1K
NorthAvenue LLC 0.00% — 2 $1K
PFS Partners, LLC 0.00% No change 2 $1K

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