CaterpillarCAT

13F holders, Q1 2026 (March 31)
3,769holders +230
328new positions
111sold out
16famous investors
$699.71avg. 13F price*

At the end of Q1 2026, 3,769 institutions reported holding Caterpillar Inc. (CAT) in their 13F filings, up 230 from Q4 2025. 328 opened new positions and 111 sold out. The largest holders were BlackRock, Inc. ($26.3B), State Street Corp. ($24.7B) and Vanguard Capital Management LLC ($21.4B). 16 famous investors held it, including Bill Gates / Michael Larson (14.2% of Gates Foundation Trust's portfolio), Ken Fisher (2.3% of Fisher Asset Management's portfolio) and Tom Gayner (2.0% of Markel Group's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions328$1.1B
Exits111$483.1M

All 13F filers, Q4 2025 → Q1 2026: 17,664,896 shares bought and 16,383,717 shares sold, net +1,281,179 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,769 holders

BlackRock, Inc. 0.46% Add +2.6% 37,169,433 $26.3B
State Street Corp. 0.85% Reduce -1.4% 34,880,604 $24.7B
Vanguard Capital Management LLC 0.53% — 30,234,453 $21.4B
State Farm Mutual Automobile Insurance Co. 8.13% Reduce -16.4% 14,564,726 $10.3B
Vanguard Portfolio Management LLC 0.43% — 11,705,890 $8.3B
Geode Capital Management, LLC 0.49% Add +4.9% 11,127,483 $7.9B
Fisher Asset Management 2.35% Add +3.0% 9,775,952 $6.9B
Morgan Stanley 0.32% Add +6.0% 7,499,662 $5.3B
Gates Foundation Trust 14.22% No change 6,353,614 $4.5B
Northern Trust Corp. 0.53% Reduce -3.0% 5,678,795 $4.0B
Bank of America Corp. 0.29% Reduce -15.8% 5,677,578 $4.0B
T. Rowe Price Associates Inc. 0.46% Reduce -6.9% 5,582,018 $4.0B
Invesco Ltd. 0.27% Add +27.0% 3,849,600 $2.7B
FMR LLC 0.14% Reduce -5.8% 3,824,293 $2.7B
Capital World Investors 0.34% Reduce -11.6% 3,543,940 $2.5B
Capital International Investors 0.58% Add +61.7% 3,459,278 $2.5B
Bank of New York Mellon Corp 0.45% Reduce -3.0% 3,448,169 $2.4B
Charles Schwab Investment Management Inc. 0.36% Add +0.3% 3,354,003 $2.4B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.48% Reduce -7.8% 3,267,533 $2.3B
Goldman Sachs Group Inc. 0.30% Add +2.3% 3,210,971 $2.3B
Capital Research Global Investors 0.35% Add +12.5% 3,200,849 $2.3B
Legal & General Group Plc 0.45% Add +1.9% 2,772,592 $2.0B
JPMorgan Chase & Co. 0.13% Add +13.1% 2,940,579 $2.0B
Dimensional Fund Advisors LP 0.40% Reduce -0.9% 2,746,073 $1.9B
Vanguard Fiduciary Trust Co. 0.47% — 2,626,721 $1.9B
Nuveen, LLC 0.44% Add +0.1% 2,310,258 $1.6B
Royal Bank of Canada 0.30% Reduce -10.4% 2,249,502 $1.6B
Amundi 0.43% Add +29.4% 2,217,637 $1.6B
Wells Fargo & Company 0.29% Add +2.0% 2,048,603 $1.5B
Barclays PLC 0.44% Add +52.3% 1,747,581 $1.2B
Massachusetts Financial Services Co. 0.38% Reduce -13.8% 1,583,565 $1.1B
Voya Investment Management LLC 1.20% Reduce -0.5% 1,419,616 $1.0B
UBS Group AG 0.18% Add +9.7% 1,404,577 $995.1M
Swiss National Bank 0.56% Add +7.0% 1,373,420 $973.0M
Deutsche Bank AG 0.32% Reduce -6.2% 1,360,881 $964.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.64% Add +4.7% 1,351,377 $957.4M
Sumitomo Mitsui Trust Group, Inc. 0.60% Reduce -2.9% 1,313,890 $930.8M
Citigroup Inc. 0.54% Add +134.0% 1,193,255 $845.4M
Capital Wealth Planning, LLC 4.63% Reduce -9.4% 1,186,096 $840.3M
Wellington Management Group LLP 0.15% Reduce -71.0% 1,118,722 $792.6M
LPL Financial LLC 0.21% Add +7.4% 1,099,268 $778.8M
Raymond James Financial Inc. 0.22% Add +0.7% 1,026,197 $726.1M
Vanguard Global Advisers, LLC 0.39% — 1,017,138 $720.6M
National Pension Service 0.53% Add +1.0% 988,716 $700.5M
Ameriprise Financial Inc. 0.16% Reduce -6.8% 974,909 $690.8M
Franklin Resources Inc. 0.17% Add +11.3% 972,741 $689.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.60% Add +18.8% 918,660 $650.8M
HSBC Holdings PLC 0.38% Reduce -10.3% 908,491 $642.4M
California Public Employees Retirement System 0.38% Add +0.4% 879,849 $623.3M
Primecap Management Co. 0.49% Reduce -0.9% 872,260 $618.0M
Neuberger Berman Group LLC 0.47% Add +1.8% 865,879 $612.9M
Rhumbline Advisers 0.48% Reduce -2.2% 797,434 $564.9M
VANGUARD ASSET MANAGEMENT, Ltd 0.45% — 745,848 $528.4M
Bank of Montreal 0.21% Reduce -5.2% 717,839 $508.6M
California State Teachers Retirement System 0.53% Reduce -2.7% 706,389 $500.4M
BNP Paribas Financial Markets 0.32% Reduce -6.0% 680,986 $482.5M
Alliancebernstein L.P. 0.15% Reduce -5.5% 834,168 $477.9M
Principal Financial Group Inc. 0.25% Add +17.6% 666,306 $472.1M
American Century Companies Inc. 0.24% Add +2.6% 655,375 $464.3M
Bank Julius Baer & Co. Ltd, Zurich 1.40% Add +20.1% 660,444 $462.7M
HighTower Advisors, LLC 0.45% Reduce -6.4% 592,391 $419.7M
Fifth Third Bancorp 0.77% Add +17.3% 591,354 $419.0M
TD Asset Management Inc 0.34% Add +6.6% 585,483 $414.8M
Stifel Financial Corp. 0.38% Reduce -4.6% 577,396 $409.1M
Bessemer Group Inc. 0.60% Add +33.0% 540,796 $383.1M
New York State Common Retirement Fund 0.52% Add +0.0% 525,604 $372.4M
Prudential Financial Inc. 0.45% Reduce -0.5% 517,958 $367.0M
Aberdeen Group plc 0.59% Add +4.6% 517,089 $366.3M
Thrivent Financial for Lutherans 0.71% Reduce -8.1% 512,252 $362.9M
Victory Capital Management Inc. 0.23% Reduce -17.7% 510,512 $361.7M
Corient Private Wealth LP 0.51% Reduce -3.6% 542,772 $359.6M
Canada Pension Plan Investment Board 0.23% Add +21.9% 497,436 $352.4M
Schroder Investment Management Group 0.29% Add +1.5% 494,926 $350.6M
CIBC Bancorp USA Inc. 0.46% — 482,797 $342.0M
US Bancorp \de 0.41% Reduce -2.3% 479,485 $339.7M
ProShare Advisors LLC 0.46% Reduce -14.2% 439,406 $311.3M
Mackenzie Financial Corp. 0.36% Add +23.6% 426,884 $302.4M
Envestnet Asset Management Inc. 0.08% Reduce -2.0% 423,577 $300.1M
Zacks Investment Management 2.38% Reduce -0.9% 418,264 $296.3M
Aviva PLC 0.50% Add +3.0% 417,301 $295.6M
State Board of Administration of Florida Retirement System 0.54% Reduce -1.0% 407,879 $289.0M
Caisse de depot et placement du Quebec 0.44% Reduce -8.5% 388,726 $275.4M
Adage Capital Partners Gp, L.L.C. 0.42% Add +0.6% 386,804 $274.0M
Korea Investment CORP 0.55% Reduce -2.8% 374,659 $265.4M
Pictet Asset Management Holding SA 0.28% Add +21.9% 374,633 $265.4M
New York State Teachers Retirement System 0.53% Reduce -0.1% 370,411 $262.4M
Creative Planning 0.18% Add +2.7% 365,769 $259.1M
Nomura Asset Management Co. Ltd. 0.66% Add +15.7% 362,810 $257.0M
Alphinity Investment Management Pty Ltd 4.39% Reduce -20.1% 351,625 $249.1M
PNC Financial Services Group, Inc. 0.14% Reduce -1.2% 343,260 $243.2M
Eurizon Capital SGR S.p.A. 0.76% Add +11.9% 347,052 $242.9M
Bank of Nova Scotia 0.43% Reduce -15.8% 341,679 $242.1M
Natixis Advisors, LLC 0.34% Reduce -1.6% 341,212 $241.7M
Focus Partners Wealth 0.27% Reduce -14.6% 338,031 $239.7M
DekaBank Deutsche Girozentrale 0.39% No change 326,603 $235.3M
Commonwealth Equity Services, LLC 0.33% Reduce -7.2% 329,837 $233.7M
Markel Group 1.95% No change 328,650 $232.8M
Mariner, LLC 0.27% Reduce -0.7% 320,709 $227.2M
Asset Management One Co., Ltd. 0.67% Add +10.4% 319,517 $226.4M
CANADA LIFE ASSURANCE Co 0.40% Add +1.6% 316,889 $225.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.81% Add +2.9% 316,234 $224.0M
Manufacturers Life Insurance Company, The 0.19% Reduce -12.3% 315,208 $223.3M
Citadel Advisors 0.16% Reduce -5.1% 309,529 $219.3M
Quantinno Capital Management LP 0.37% Add +18.4% 308,530 $218.6M
Baird Financial Group, Inc. 0.34% Reduce -4.5% 306,859 $217.4M
SG Americas Securities, LLC 0.24% Reduce -29.5% 305,431 $216.4M
Cetera Investment Advisers 0.22% Add +2.7% 295,811 $209.6M
Osaic Holdings, Inc. 0.31% Reduce -2.6% 295,166 $209.3M
Rockefeller Capital Management L.P. 0.37% Reduce -15.1% 294,176 $208.4M
Holocene Advisors, LP 0.50% New 292,937 $207.5M
Janney Montgomery Scott LLC 0.51% Add +17.4% 289,401 $205.0M
Agf Management Ltd. 0.91% Add +10673.1% 285,596 $202.3M
National Bank of Canada 0.20% Reduce -30.2% 280,245 $198.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.34% Add +5.7% 282,491 $197.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.23% Add +24.7% 275,591 $195.2M
Cerity Partners LLC 0.28% Add +1.7% 275,414 $195.2M
Mitsubishi UFJ Trust & Banking Corp 0.47% Add +4.1% 268,238 $190.0M
Nordea Investment Management AB 0.18% Add +0.8% 273,116 $187.9M
AQR Capital Management 0.08% Reduce -6.8% 266,964 $184.4M
Commerce Bank 0.89% Add +23.0% 259,482 $183.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.40% Reduce -0.7% 258,026 $182.8M
FIL Ltd 0.14% Reduce -15.1% 255,705 $181.2M
State of Wisconsin Investment Board 0.41% Add +3.3% 253,869 $179.9M
Royal London Asset Management Ltd. 0.37% Reduce -1.3% 248,917 $176.3M
Alecta Tjanstepension Omsesidigt 0.86% No change 248,500 $176.0M
Keybank National Association 0.63% Add +1.8% 241,629 $171.2M
Susquehanna International Group, LLP 0.22% Reduce -27.3% 241,242 $170.9M
Balyasny Asset Management L.P. 0.34% Add +14.5% 236,149 $167.3M
Chevy Chase Trust Holdings, LLC 0.48% Reduce -3.9% 233,073 $165.1M
Retirement Systems of Alabama 0.55% Reduce -0.3% 232,928 $165.0M
Rathbones Group PLC 0.66% Add +34.1% 231,639 $164.1M
Ensign Peak Advisors, Inc 0.31% Add +29.4% 231,444 $164.0M
KBC Group NV 0.41% Add +47.7% 229,297 $162.4M
Bollard Group LLC 4.96% Add +14.3% 229,052 $162.3M
Jones Financial Companies LLLP 0.08% Add +93.1% 229,707 $159.8M
Kestra Advisory Services, LLC 0.59% Add +8.7% 219,586 $155.6M
Vanguard Investments Australia, Ltd. 0.45% — 218,048 $154.5M
NewEdge Advisors, LLC 0.55% Reduce -8.0% 215,064 $152.4M
Cambridge Investment Research Advisors, Inc. 0.38% Reduce -1.5% 210,622 $149.2M
Captrust Financial Advisors 0.26% Add +47.8% 209,300 $148.3M
Sei Investments Co. 0.14% Add +19.8% 209,230 $148.2M
Truist Financial Corp. 0.20% Reduce -1.1% 209,163 $148.2M
Danske Bank A/S 0.36% Add +2.5% 209,100 $148.1M
Menora Mivtachim Holdings LTD. 0.70% No change 207,500 $147.0M
Swedbank AB 0.15% Reduce -3.1% 206,903 $146.6M
Allianz Asset Management GmbH 0.17% Add +14.2% 202,788 $143.7M
Two Sigma Investments, LP 0.12% Add +1429.3% 201,870 $143.0M
Russell Investments Group, Ltd. 0.15% Add +13.9% 201,489 $141.4M
Treasurer of the State of North Carolina 0.44% Add +2.2% 198,238 $140.4M
Tidal Investments LLC 0.44% Reduce -2.3% 197,991 $140.3M
1832 Asset Management L.P. 0.18% Add +20453.5% 194,231 $137.6M
Public Employees Retirement System of Ohio 0.44% Add +0.1% 193,151 $136.8M
M&T Bank Corp 0.45% Reduce -3.8% 191,944 $136.0M
Swiss Life Asset Management Ltd 0.66% Add +6.8% 190,983 $135.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.72% Add +59.0% 187,564 $132.9M
TD Waterhouse Canada Inc. 0.39% Add +77.2% 179,054 $130.5M
Teacher Retirement System of Texas 0.53% Add +4.8% 178,829 $126.7M
Sequoia Financial Advisors, LLC 0.71% Add +0.9% 178,760 $126.6M
Northwestern Mutual Wealth Management Co. 0.08% Reduce -9.2% 176,916 $125.3M
Daiwa Securities Group Inc. 0.36% Add +1.8% 174,585 $123.7M
Empower Advisory Group, LLC 0.32% Reduce -32.0% 171,890 $121.8M
Credit Agricole S A 0.39% Reduce -15.3% 170,169 $120.6M
Cibc World Market Inc. 0.21% Reduce -0.6% 168,312 $119.2M
Nisa Investment Advisors, LLC 0.44% Reduce -6.5% 167,614 $118.7M
STRS Ohio 0.47% Reduce -4.6% 166,712 $118.1M
State of Tennessee, Department of Treasury 0.39% Reduce -0.4% 165,199 $117.0M
Acadian Asset Management LLC 0.16% Add +675.6% 163,869 $116.1M
State of New Jersey Common Pension Fund D 0.44% No change 160,968 $114.0M
Mercer Global Advisors Inc. 0.16% Add +0.1% 156,746 $111.0M
Midwest Trust Co 1.38% Reduce -4.0% 155,806 $110.4M
First Trust Advisors LP 0.08% Reduce -40.4% 153,069 $108.4M
Nearwater Capital Markets, Ltd 2.54% New 152,000 $107.7M
Resona Asset Management Co.,Ltd. 0.54% Add +1.4% 153,506 $107.5M
Artisan Partners Limited Partnership 0.17% Add +310.3% 149,683 $106.0M
Toronto Dominion Bank 0.20% Reduce -69.9% 148,718 $105.4M
Lansforsakringar Fondforvaltning AB (publ) 0.55% Reduce -0.5% 147,920 $104.8M
Polar Capital Holdings Plc 0.45% Add +23.6% 145,356 $103.0M
Atalanta Sosnoff Capital, LLC 2.16% Add +9.0% 142,241 $100.8M
ING Groep NV 0.62% Add +113.8% 142,046 $100.6M
O'shaughnessy Asset Management, LLC 0.49% Reduce -26.1% 137,539 $97.4M
Huntington National Bank 0.71% Reduce -1.0% 136,140 $96.4M
Calamos Advisors LLC 0.50% Add +40.7% 134,683 $95.4M
Gateway Investment Advisers LLC 1.04% Reduce -15.8% 132,148 $93.6M
Robeco Institutional Asset Management B.V. 0.13% Add +185.4% 130,991 $92.8M
Cwm, LLC 0.24% Add +11.0% 130,235 $92.3M
Mirae Asset Global Investments Co., Ltd. 0.26% Add +10.7% 130,043 $92.1M
Jennison Associates LLC 0.06% Add +5.7% 129,906 $92.0M
State of Michigan Retirement System 0.48% Reduce -0.7% 129,572 $91.8M
Tredje AP-fonden 0.50% New 129,533 $91.8M
Handelsbanken Fonder AB 0.30% Add +2.5% 128,511 $91.0M
Arizona State Retirement System 0.53% Reduce -3.1% 128,252 $90.9M
Sanctuary Advisors, LLC 0.49% Add +0.8% 127,231 $90.1M
Czech National Bank 0.59% Add +2.7% 126,719 $89.8M
MML Investors Services, LLC 0.24% Reduce -17.1% 123,525 $87.5M
SEB Asset Management AB 0.37% — 121,707 $86.2M
Public Employees Retirement Association of Colorado 0.34% Add +102.0% 121,547 $86.1M
Connor, Clark & Lunn Investment Management Ltd. 0.20% Reduce -33.5% 121,318 $85.9M
Banco Santander, S.A. 0.69% Add +16.6% 120,995 $85.7M
CIBC Asset Management Inc 0.21% Add +6.2% 120,980 $85.7M
Zurich Insurance Group Ltd 0.67% Reduce -32.7% 119,852 $84.9M
Wealth Enhancement Advisory Services, LLC 0.19% Add +10.3% 173,461 $84.7M
Blair William & Co. 0.24% Add +1.9% 118,501 $84.0M
Van Eck Associates Corp. 0.06% Reduce -2.6% 117,531 $83.3M
Gotham Asset Management 0.25% Reduce -4.4% 117,096 $83.0M
Heritage Investors Management Corp. 2.50% Reduce -3.5% 116,396 $82.5M
Janus Henderson Group PLC 0.04% Reduce -0.3% 115,517 $81.8M
Commerzbank Aktiengesellschaft 1.68% Reduce -18.1% 113,089 $80.1M
Clark Capital Management Group, Inc. 0.49% Add +1472.5% 112,369 $79.6M
MetLife Investment Management, LLC 0.40% Reduce -3.1% 111,257 $78.8M
Pinnacle Associates Ltd. 1.01% Reduce -0.9% 111,072 $78.7M
HM Payson & Co. 1.12% Reduce -12.2% 109,265 $77.4M
Capital International, Inc. 0.59% Add +28.1% 108,406 $76.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.39% Reduce -0.4% 108,385 $76.8M
&partners 0.38% Add +8.9% 108,243 $76.7M
Mediolanum International Funds Ltd 0.80% Add +13.6% 113,532 $75.8M
Gabelli Funds LLC 0.51% Add +7.5% 105,532 $74.8M
Meyer Handelman Co. 2.30% Reduce -9.7% 104,486 $74.0M
Waverly Advisors, LLC 0.55% Add +116.5% 104,253 $73.9M
Bradley Foster & Sargent Inc. 1.14% Reduce -3.3% 103,659 $73.4M
Fort Washington Investment Advisors Inc. 0.39% Reduce -12.6% 100,672 $71.3M
Wesleyan Assurance Society 4.20% No change 100,379 $71.1M
Paralel Advisors LLC 2.94% No change 100,000 $70.8M
Rwa Wealth Partners, LLC 0.77% Reduce -9.6% 99,266 $70.3M
S&co Inc. 4.34% Reduce -6.2% 98,827 $70.0M
Capitolis Liquid Global Markets LLC 0.44% — 98,608 $69.9M
Millennium Management 0.05% Reduce -0.7% 98,218 $69.6M
Steward Partners Investment Advisory, LLC 0.35% Reduce -7.3% 96,200 $68.2M
QRG Capital Management, Inc. 0.70% Add +4.7% 95,917 $68.0M
Cresset Asset Management, LLC 0.29% Add +0.8% 95,768 $67.8M
BI Asset Management Fondsmaeglerselskab A/S 0.71% Add +12.7% 95,639 $67.8M
Prospera Financial Services Inc 1.09% Add +7.9% 95,444 $67.6M
Vest Financial, LLC 0.81% Reduce -13.1% 95,392 $67.6M
IFM Investors Pty Ltd 0.56% Add +3.6% 95,156 $67.4M
Beacon Pointe Advisors, LLC 0.35% Add +27.8% 93,986 $66.6M
Clearstead Advisors, LLC 0.60% Reduce -8.5% 92,194 $65.3M
Woodline Partners LP 0.24% Add +14.3% 91,241 $64.6M
Freestone Grove Partners LP 0.47% Reduce -42.4% 91,164 $64.6M
Busey Bank 1.74% Reduce -1.6% 90,325 $64.0M
Mesirow Financial Investment Management, Inc. 1.03% Reduce -1.3% 89,940 $63.7M
Amalgamated Bank 0.49% Reduce -0.4% 89,501 $63.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.09% Add +2.2% 88,927 $62.2M
Qube Research & Technologies Ltd 0.09% New 87,621 $62.1M
Brown Advisory Inc. 0.10% Add +7.5% 87,574 $62.0M
Old Republic International Corp. 2.41% No change 85,500 $60.6M
Xponance LLC 0.43% Add +14.1% 85,474 $60.6M
Private Advisor Group, LLC 0.28% Add +1.5% 84,515 $59.9M
Allworth Financial LP 0.24% Reduce -8.6% 84,401 $59.8M
Jefferies Financial Group Inc. 0.75% Add +695.6% 83,728 $59.3M
Vontobel Holding Ltd. 0.20% Add +4.9% 83,171 $58.9M
Bridgewater Associates 0.26% Add +32.7% 82,502 $58.4M
OP Asset Management Ltd 0.58% Add +59.1% 81,960 $58.1M
Pinebridge Investments LLC 0.49% Add +18.9% 81,347 $57.6M
Vanguard Personalized Indexing Management, LLC 0.56% Add +5.5% 81,130 $57.5M
Capital Fund Management S.A. 0.51% Add +43.1% 80,448 $57.0M
D.A. Davidson & Co. 0.35% Reduce -2.4% 80,366 $56.9M
Tocqueville Asset Management L.P. 0.84% Reduce -2.1% 79,623 $56.4M
Aptus Capital Advisors, LLC 0.47% Reduce -14.9% 78,785 $55.8M
Lido Advisors, LLC 0.22% Reduce -16.6% 77,444 $54.9M
Aware Super Pty Ltd as trustee of Aware Super 0.82% — 76,689 $54.3M
Varma Mutual Pension Insurance Co 0.32% No change 76,416 $54.1M
Utah Retirement Systems 0.55% Reduce -1.6% 75,282 $53.3M
Empowered Funds, LLC 0.34% New 75,281 $53.3M
Wealthfront Advisers LLC 0.12% Add +6.3% 74,764 $53.0M
Public Sector Pension Investment Board 0.16% Add +22.9% 74,641 $52.9M
Advisors Capital Management, LLC 0.61% Reduce -5.5% 72,626 $51.5M
Country Trust Bank 0.98% Reduce -8.2% 72,426 $51.3M
Oppenheimer & Co. Inc. 0.62% Add +1.5% 71,566 $50.7M
Police & Firemen's Retirement System of New Jersey 0.43% Add +0.4% 71,278 $50.5M
CSM Advisors, LLC 1.23% Reduce -3.0% 70,632 $50.0M
Healthcare of Ontario Pension Plan Trust Fund 0.08% Reduce -53.6% 70,224 $49.8M
Fred Alger Management, LLC 0.22% Reduce -13.5% 70,030 $49.6M
Rheos Capital Works Inc. 3.31% Reduce -27.8% 70,000 $49.6M
Marco Investment Management LLC 3.72% Reduce -1.9% 69,625 $49.3M
Yousif Capital Management, LLC 0.57% Reduce -8.7% 69,057 $48.9M
UMB Bank, n.a. 0.68% Add +6.6% 68,895 $48.8M
Ilmarinen Mutual Pension Insurance Co 0.38% Reduce -10.4% 68,800 $48.7M
Fayez Sarofim & Co 0.12% Reduce -1.0% 68,191 $48.3M
Ausdal Financial Partners, Inc. 2.15% Reduce -0.4% 68,020 $48.2M
Glenview Trust Co 0.76% Reduce -2.0% 67,913 $48.1M
Regions Financial Corp. 0.31% Add +0.3% 67,529 $47.8M
NEOS Investment Management LLC 0.24% Reduce -29.0% 67,383 $47.7M
Worldquant Millennium Advisors LLC 0.18% Add +150.7% 66,882 $47.4M
Vaughan David Investments LLC 0.99% Reduce -6.8% 66,042 $46.8M
Inspire Investing, LLC 2.70% Add +38.2% 65,386 $46.3M
Peapack Gladstone Financial Corp. 0.59% Reduce -1.8% 65,268 $46.2M
Rakuten Investment Management, Inc. 0.09% Add +12.3% 69,188 $46.2M
Pathstone Holdings, LLC 0.18% Add +1.5% 64,753 $45.9M
New York Life Investment Management LLC 0.39% Add +0.7% 64,619 $45.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.27% Reduce -22.4% 64,498 $45.7M
Levin Capital Strategies, L.P. 3.47% Reduce -14.4% 64,400 $45.6M
Scotia Capital Inc. 0.19% Add +1.5% 64,338 $45.6M
Factory Mutual Insurance Co. 0.51% Add +0.8% 64,100 $45.4M
Lazard Asset Management LLC 0.07% Add +222.9% 62,361 $44.2M
Nissay Asset Management Corp. /Japan 0.23% Add +1.6% 62,119 $44.0M
Employees Retirement System of Texas 0.45% New 61,448 $43.5M
Federation des caisses Desjardins du Quebec 0.16% Add +15.7% 61,329 $43.4M
Fiduciary Trust Co 0.51% Reduce -0.9% 61,312 $43.4M
Main Street Research LLC 2.52% Add +2.6% 61,110 $43.3M
Brookstone Capital Management 0.49% Reduce -0.7% 60,620 $42.9M
Badgley Phelps Wealth Managers, LLC 0.85% Reduce -15.4% 60,596 $42.9M
Oppenheimer Asset Management Inc. 0.49% Add +2.7% 60,276 $42.7M
B. Metzler seel. Sohn & Co. AG 0.40% Reduce -13.7% 60,141 $42.6M
Blackhill Capital Inc. 2.17% Reduce -0.8% 59,500 $42.2M
Westchester Capital Management, Inc. 8.40% Reduce -0.4% 58,862 $41.7M
ARK Investment Management 0.32% Add +71.4% 58,578 $41.5M
USS Investment Management Ltd 0.18% No change 58,354 $41.3M
MAI Capital Management 0.23% Add +2.0% 57,834 $41.0M
Pinnacle Financial Partners, Inc. 0.31% Add +4.5% 57,757 $40.9M
Nichols & Pratt Advisers LLP 2.64% Reduce -4.4% 57,721 $40.9M
Dakota Wealth Management 0.87% Reduce -4.8% 56,708 $40.2M
Nippon Life Global Investors Americas, Inc. 1.81% Reduce -15.8% 56,600 $40.1M
ASR Vermogensbeheer N.V. 0.47% Add +1.8% 56,575 $40.1M
Stephens Inc. 0.50% Reduce -3.3% 56,306 $39.9M
Ethic Inc. 0.62% Reduce -5.2% 56,155 $39.8M
NorthCrest Asset Manangement, LLC 1.24% Reduce -27.6% 55,349 $39.7M
Investment Management Corp of Ontario 0.50% Add +25.5% 55,027 $39.0M
Mutual of America Capital Management LLC 0.44% Reduce -2.3% 54,733 $38.8M
Ofi Invest Asset Management 0.51% Reduce -19.9% 62,415 $38.7M
Delta Asset Management LLC 3.52% Reduce -2.3% 54,464 $38.6M
Groupe la Francaise 0.54% Add +64.1% 54,220 $38.3M
Intech Investment Management LLC 0.38% Add +104.7% 53,865 $38.2M
D. E. Shaw & Co. 0.03% Add +0.3% 53,404 $37.8M
Oregon Public Employees Retirement Fund 0.50% Reduce -0.4% 53,329 $37.8M
Conning Inc. 1.30% Reduce -7.9% 53,028 $37.6M
Union Bancaire Privee, UBP SA 0.52% Add +0.8% 53,048 $37.3M
Temasek Holdings (Private) Ltd 0.13% Add +92.1% 52,553 $37.2M
Beacon Investment Advisory Services, Inc. 1.54% Reduce -8.4% 52,336 $37.1M
Van Lanschot Kempen Investment Management N.V. 0.32% Reduce -3.8% 51,430 $36.4M
Macquarie Group Ltd. 0.21% Reduce -29.8% 50,800 $36.0M
Richard C. Young & CO., LTD. 2.96% Reduce -0.6% 50,515 $35.8M
Vident Advisory, LLC 0.30% Reduce -0.6% 50,510 $35.8M
Minneapolis Portfolio Management Group, LLC 3.74% Reduce -28.1% 49,754 $35.2M
Willis Investment Counsel 1.92% Reduce -37.8% 49,686 $35.2M
KCM Investment Advisors LLC 1.16% Reduce -0.7% 49,275 $34.9M
Savant Capital, LLC 0.17% Add +7.7% 48,964 $34.7M
Salem Investment Counselors Inc. 1.02% Reduce -0.4% 48,922 $34.7M
CCM Investment Advisers LLC 3.32% Reduce -4.9% 48,856 $34.6M
Hamilton Capital Partners Inc. 1.16% Add +492.6% 48,749 $34.5M
Guggenheim Capital LLC 0.27% Reduce -10.2% 48,439 $34.3M
Allstate Corp. 0.37% Add +35.0% 48,233 $34.2M
MassMutual Private Wealth & Trust, FSB 0.93% Reduce -11.3% 48,186 $34.1M
Moran Wealth Management, LLC 1.03% Reduce -14.9% 47,323 $33.5M
Wharton Business Group, LLC 1.26% Reduce -2.9% 47,079 $33.4M
HB Wealth Management, LLC 0.22% Add +3.3% 46,888 $33.2M
State of Alaska, Department of Revenue 0.36% Reduce -0.1% 46,718 $33.1M
Whittier Trust Co. 0.37% Add +0.4% 45,686 $33.0M
Merit Financial Group, LLC 0.24% Add +8.8% 46,270 $32.8M
Bar Harbor Wealth Management 1.91% Reduce -0.6% 46,135 $32.7M
LaFleur & Godfrey LLC 4.06% Reduce -3.1% 46,081 $32.6M
TCW Group Inc. 0.25% Add +522.3% 46,057 $32.6M
Generali Asset Management SPA SGR 0.68% Reduce -1.3% 45,933 $32.5M
Silvercrest Asset Management Group LLC 0.23% Reduce -1.2% 45,364 $32.1M
Americana Partners, LLC 0.83% Add +28.7% 45,328 $32.1M
American Assets Investment Management, LLC 2.16% No change 45,000 $31.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.24% Reduce -13.6% 44,772 $31.7M
DAVENPORT & Co LLC 0.17% Reduce -0.6% 44,516 $31.5M
Callahan Advisors, LLC 2.63% Reduce -12.6% 44,440 $31.5M
United Capital Financial Advisors, LLC 0.19% Add +0.4% 44,369 $31.4M
Henshaw Capital LLC 1.16% No change 44,335 $31.4M
TruWealth Advisors, LLC 1.49% Reduce -0.9% 43,814 $31.0M
Congress Asset Management Co. 0.22% Reduce -18.3% 43,188 $30.6M
Integrated Advisors Network LLC 1.59% Reduce -6.5% 42,672 $30.2M
Park National Corp. 0.90% Add +7.1% 41,696 $29.5M
Glenmede Trust Co. NA 0.14% Reduce -7.5% 41,490 $29.4M
Tema ETFs LLC 1.97% Add +8.5% 41,486 $29.4M
Baker Avenue Asset Management, LP 0.67% Reduce -20.5% 41,441 $29.4M
Segment Wealth Management, LLC 1.72% Reduce -2.1% 41,290 $29.3M
Summit Trail Advisors, LLC 0.42% Reduce -0.4% 41,247 $29.2M
Benjamin Edwards Inc. 0.29% Reduce -3.1% 41,059 $29.1M
First National Trust Co 0.99% Reduce -5.7% 40,983 $29.0M
Harvest Portfolios Group Inc. 0.48% Reduce -10.8% 40,901 $29.0M
Stillwater Capital Advisors, LLC 3.30% Reduce -1.7% 40,858 $28.9M
Advisory Services Network, LLC 0.38% Add +7.8% 40,820 $28.9M
Noesis Capital Mangement Corp. 4.28% Reduce -1.0% 40,816 $28.9M
BLI - Banque de Luxembourg Investments 0.87% No change 50,895 $28.9M
Concurrent Investment Advisors, LLC 0.32% Add +7.9% 40,732 $28.9M
Orion Porfolio Solutions, LLC 0.24% Add +6.0% 40,286 $28.5M
NBT Bank, N.A. 1.86% Add +29.5% 40,077 $28.4M
Dodge & Cox 0.02% Reduce -1.8% 39,994 $28.3M
Associated Banc-Corp 0.75% Reduce -2.9% 39,982 $28.3M
Culbertson A N & Co. Inc. 3.65% Reduce -3.0% 39,682 $28.1M
OMERS ADMINISTRATION Corp 0.18% Add +30.5% 39,497 $28.0M
Florida Trust Wealth Management Co 0.78% Add +3.3% 39,177 $27.8M
Birmingham Capital Management Co. Inc. 11.69% Reduce -1.8% 39,123 $27.7M
Welch Group, LLC 1.04% Reduce -3.7% 39,108 $27.7M
Kestra Private Wealth Services, LLC 0.34% Reduce -5.6% 39,023 $27.6M
Candriam S.C.A. 0.14% Add +6.8% 38,971 $27.6M
Braun Stacey Associates Inc. 0.91% Add +5.2% 38,829 $27.5M
Allied Investment Advisors, LLC 3.94% Reduce -5.7% 38,736 $27.4M
Atwater Malick LLC 7.28% Reduce -4.2% 38,021 $26.9M
Clear Harbor Asset Management, LLC 1.87% Reduce -1.4% 38,010 $26.9M
King Luther Capital Management Corp. 0.12% Add +16.1% 37,895 $26.8M
Cutler Investment Counsel LLC 2.76% Reduce -19.8% 37,823 $26.8M
Clifford Swan Investment Counsel LLC 0.91% Add +0.4% 37,800 $26.8M
Parsons Capital Management Inc. 1.22% Reduce -2.0% 37,655 $26.7M
Harbour Investments, Inc. 0.41% Add +250.1% 37,468 $26.5M
Teachers Retirement System of the State of Kentucky 0.20% Reduce -37.1% 37,044 $26.2M
Lyell Wealth Management, LP 1.93% Reduce -0.7% 36,994 $26.2M
Summit Financial, LLC 0.33% Add +185.0% 36,865 $26.1M
Allianz SE 0.29% Reduce -23.0% 36,793 $26.1M
Norinchukin Bank, The 0.30% Reduce -3.4% 36,592 $25.9M
Lee Danner & Bass Inc. 1.61% Reduce -0.2% 36,284 $25.7M
Gulf International Bank (UK) Ltd 0.57% Add +48.7% 36,186 $25.6M
Citizens Financial Group Inc. 0.36% Add +7.3% 36,156 $25.6M
Capital Investment Advisors, LLC 0.37% Reduce -3.6% 35,632 $25.2M
CENTRAL TRUST Co 0.50% Reduce -2.5% 35,609 $25.2M
Capital International Sarl 0.41% Add +393.0% 35,563 $25.2M
Farther Finance Advisors, LLC 0.23% Add +7.0% 33,904 $24.8M
iA Global Asset Management Inc. 0.35% Reduce -17.4% 34,847 $24.7M
SlateStone Wealth, LLC 2.00% Reduce -14.1% 34,307 $24.3M
Quilter Plc 0.42% Reduce -11.2% 34,082 $24.1M
Whittier Trust Co. of Nevada Inc. 0.50% Reduce -0.8% 33,476 $24.1M
Covalis Capital LLP 1.50% Reduce -38.2% 34,059 $24.1M
Allspring Global Investments Holdings, LLC 0.04% Reduce -36.8% 33,009 $24.1M
Jacobs & Co. 2.38% Reduce -3.9% 33,976 $24.1M
Stockman Wealth Management, Inc. 2.66% Reduce -7.4% 33,891 $24.0M
Turtle Creek Wealth Advisors, LLC 1.81% Add +2.5% 33,847 $24.0M
Pittenger & Anderson Inc. 0.94% Reduce -9.6% 33,519 $23.7M
UniSuper Management Pty Ltd 0.15% Reduce -0.2% 33,443 $23.7M
MUFG Securities EMEA plc 0.35% Add +72.4% 33,075 $23.4M
Jamison Private Wealth Management, Inc. 2.93% Reduce -2.4% 32,974 $23.4M
Meridian Wealth Management, LLC 0.83% Reduce -9.7% 32,776 $23.2M
Jane Street Group, LLC 0.03% Reduce -72.7% 32,639 $23.1M
Westfield Capital Management Co. LP 0.10% New 32,325 $22.9M
Independent Advisor Alliance 0.24% Reduce -35.2% 32,130 $22.8M
Daiichi Life Insurance Co., Ltd. 0.65% Add +43.2% 32,090 $22.7M
Ieq Capital, LLC 0.10% Reduce -2.4% 31,812 $22.5M
Eagle Global Advisors LLC 0.81% Add +1.8% 31,594 $22.4M
Manning & Napier Advisors LLC 0.31% Reduce -9.6% 31,261 $22.1M
Shelton Capital Management 0.48% Add +8.9% 30,879 $21.9M
Kepler Cheuvreux (Suisse) SA 1.44% Reduce -15.4% 30,630 $21.7M
Equitable Holdings, Inc. 0.14% Add +61.3% 36,174 $21.6M
DRH Investments, Inc. 17.42% Reduce -0.1% 30,299 $21.5M
Rafferty Asset Management, LLC 0.09% Reduce -27.3% 30,296 $21.5M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.91% Add +5.2% 30,134 $21.3M
Park Avenue Securities LLC 0.17% Add +16.8% 30,124 $21.3M
Oribel Capital Management, LP 3.23% New 30,000 $21.3M
Telemark Asset Management, LLC 1.96% New 30,000 $21.3M
Vantage Investment Partners, LLC 1.46% Reduce -9.4% 29,952 $21.2M
LS Investment Advisors, LLC 3.16% Reduce -9.6% 29,849 $21.1M
Freestone Capital Holdings, LLC 0.64% Reduce -0.4% 29,741 $21.1M
Erste Asset Management GmbH 0.19% Reduce -78.3% 31,427 $21.0M
Prime Capital Investment Advisors, LLC 0.24% Add +8.3% 29,615 $21.0M
GFS Advisors, LLC 1.35% New 500,940 $20.9M
Bokf, NA 0.31% Add +3.2% 28,763 $20.4M
Dearborn Partners LLC 1.10% Reduce -0.1% 28,643 $20.3M
Pacer Advisors, Inc. 0.06% Reduce -32.6% 28,626 $20.3M
Marshall Wace, LLP 0.02% Reduce -22.0% 28,499 $20.2M
Atlantic Union Bankshares Corp 0.39% Add +21.2% 28,417 $20.1M
AustralianSuper Pty Ltd 0.10% New 28,242 $20.0M
Mizuho Securities USA LLC 0.47% Reduce -17.4% 28,129 $19.9M
Aventail Capital Group, LP 0.96% Reduce -57.5% 27,908 $19.8M
Drexel Morgan & Co. 2.90% No change 27,886 $19.8M
Banque Cantonale Vaudoise 0.74% Reduce -8.2% 27,837 $19.7M
FORA Capital, LLC 1.44% Add +21.6% 27,673 $19.6M
Coldstream Capital Management Inc. 0.24% Reduce -11.4% 27,522 $19.5M
Kanawha Capital Management LLC 1.37% Reduce -1.0% 27,378 $19.4M
BLB&B Advisors, LLC 0.80% Reduce -1.8% 27,373 $19.4M
Kayne Anderson Rudnick Investment Management LLC 0.06% Add +10524.1% 27,304 $19.3M
American National Bank & Trust 1.84% Reduce -1.0% 27,189 $19.3M
Illinois Municipal Retirement Fund 0.24% Add +8.1% 27,038 $19.2M
Crossmark Global Holdings, Inc. 0.28% Add +0.4% 26,769 $19.0M
Hartford Investment Management Co. 0.59% Reduce -1.9% 26,509 $18.8M
Simmons Bank 1.25% Reduce -4.1% 26,265 $18.6M
Independent Wealth Network Inc. 5.51% Add +0.1% 26,118 $18.5M
MidFirst Bank 1.53% Reduce -4.0% 26,111 $18.5M
Abn Amro Investment Solutions 0.24% Add +9.2% 25,915 $18.4M
Farmers & Merchants Investments Inc. 0.50% Add +2.2% 25,697 $18.2M
AE Wealth Management LLC 0.10% Add +4.2% 25,550 $18.1M
Exchange Traded Concepts, LLC 0.14% Reduce -8.2% 25,400 $18.0M
Overbrook Management Corp 3.40% New 25,382 $18.0M
Liontrust Investment Partners LLP 0.31% New 25,328 $17.9M
Prudential PLC 0.14% Add +19.9% 25,277 $17.9M
Trifecta Capital Advisors, LLC 2.77% Reduce -0.8% 25,236 $17.9M
Hantz Financial Services, Inc. 0.27% Reduce -1.7% 25,213 $17.9M
Canada Post Corp Registered Pension Plan 0.71% Reduce -8.9% 25,182 $17.8M
Mirae Asset Securities (usa) Inc. 0.84% Reduce -0.4% 25,056 $17.8M
Composition Wealth, LLC 0.24% Add +3.8% 24,974 $17.7M
Regents Gate Capital LLP 3.77% New 24,950 $17.7M
Blue Trust, Inc. 0.20% Reduce -3.8% 24,885 $17.6M
Vestor Capital, LLC 1.27% Reduce -28.7% 24,799 $17.6M
Nomura Asset Management International Inc. 0.03% Reduce -18.7% 24,651 $17.5M
James Investment Research, Inc. 1.95% Reduce -10.2% 24,547 $17.4M
Bleakley Financial Group, LLC 0.27% Add +4.2% 24,417 $17.3M
Apollon Wealth Management, LLC 0.28% Add +5.0% 24,339 $17.2M
Integrated Wealth Concepts LLC 0.14% Add +87.2% 24,323 $17.2M
Paradiem, LLC 3.79% Reduce -21.6% 24,303 $17.2M
Venture Visionary Partners LLC 0.57% Reduce -14.4% 24,243 $17.2M
Integris Wealth Management, LLC 3.95% Reduce -0.4% 24,236 $17.2M
Crestwood Advisors Group, LLC 0.29% Add +4.3% 24,130 $17.1M
Fifth Third Wealth Advisors LLC 0.58% Add +33.8% 24,035 $17.0M
Tufton Capital Management 3.09% Reduce -3.0% 23,957 $17.0M
Choreo, LLC 0.21% Reduce -2.4% 23,920 $16.9M
SteelPeak Wealth, LLC 0.53% Add +1.9% 23,903 $16.9M
Louisiana State Employees Retirement System 0.29% Reduce -0.8% 23,700 $16.8M
Dynamic Advisor Solutions LLC 0.53% Add +11.1% 23,609 $16.7M
Arkadios Wealth Advisors 0.28% Add +0.2% 23,562 $16.7M
Community Bank & Trust, Waco, Texas 3.29% Reduce -1.3% 23,421 $16.6M
Parallax Volatility Advisers, L.P. 0.93% Reduce -21.1% 23,007 $16.6M
Maryland State Retirement & Pension System 0.33% No change 23,231 $16.5M
Narwhal Capital Management 1.21% Add +6.8% 23,186 $16.4M
Rothschild Investment LLC 0.85% Add +2.2% 22,845 $16.2M
Horizon Investments, LLC 0.18% Add +3.1% 22,860 $16.2M
Knights of Columbus Asset Advisors LLC 0.91% Add +3.2% 22,816 $16.2M
Robertson Stephens Wealth Management, LLC 0.45% Add +1.1% 22,728 $16.1M
Kavar Capital Partners Group, LLC 2.01% Reduce -3.1% 22,651 $16.0M
Elo Mutual Pension Insurance Co 0.26% Add +3.4% 22,470 $15.9M
Sigma Planning Corp 0.44% Reduce -9.5% 22,456 $15.9M
EP Wealth Advisors, LLC 0.08% Add +0.7% 22,409 $15.9M
Wedbush Securities Inc. 0.46% Add +4.2% 22,218 $15.7M
Valeo Financial Advisors, LLC 0.37% Reduce -9.4% 22,104 $15.7M
New Mexico Educational Retirement Board 0.48% No change 21,902 $15.5M
Fusion Capital, LLC 4.17% Reduce -6.2% 21,794 $15.4M
Spire Wealth Management 0.52% Reduce -0.1% 21,701 $15.4M
Stratos Wealth Partners, LTD. 0.18% Add +2.0% 21,699 $15.4M
Greenwood Gearhart LLC 0.82% Reduce -37.0% 21,509 $15.2M
Renaissance Technologies 0.02% New 21,507 $15.2M
VestGen Advisors, LLC 0.43% Add +27.4% 16,645 $15.2M
Cary Street Partners Financial LLC 0.38% Add +6.3% 21,382 $15.1M
Kingswood Wealth Advisors, LLC 0.72% Reduce -5.3% 21,351 $15.1M
NLB Skladi, upravljanje premozenja, d.o.o. 0.72% Reduce -8.5% 21,241 $15.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.10% Reduce -10.5% 21,226 $15.0M
McGuire Investment Group, LLC 1.69% Reduce -10.3% 21,097 $14.9M
Principle Wealth Partners LLC 0.85% Reduce -3.1% 21,051 $14.9M
LMCG Investments, LLC 0.88% Reduce -14.9% 20,829 $14.8M
Laird Norton Wetherby Trust Company, LLC 0.32% Reduce -0.7% 20,820 $14.7M
Knuff & Co LLC 4.44% Add +1.0% 20,782 $14.7M
Voleon Capital Management LP 0.32% Add +1739.3% 20,766 $14.7M
Shelter Mutual Insurance Co 3.27% No change 20,730 $14.7M
Howe & Rusling Inc. 0.95% Add +0.3% 20,560 $14.6M
Los Angeles Capital Management LLC 0.06% Add +111.1% 20,533 $14.5M
Assetmark, Inc. 0.03% Reduce -30.1% 20,514 $14.5M
Metis Global Partners, LLC 0.36% Reduce -4.2% 20,478 $14.5M
Capital Investment Counsel, LLC 1.98% Reduce -5.5% 20,359 $14.4M
Summitry LLC 0.51% Reduce -9.8% 20,310 $14.4M
Citizens National Bank Trust Department 2.40% Reduce -1.0% 20,308 $14.4M
Goelzer Investment Management, Inc. 0.69% Reduce -8.6% 20,216 $14.3M
Axxcess Wealth Management, LLC 0.46% Reduce -10.1% 20,164 $14.3M
Griffin Asset Management, Inc. 1.60% Reduce -2.1% 20,044 $14.2M
Ferguson Wellman Capital Management, Inc. 0.19% Reduce -3.1% 19,972 $14.1M
City Holding Co. 1.76% Reduce -4.3% 19,913 $14.1M
Wesbanco Bank Inc. 0.39% Reduce -5.0% 19,857 $14.1M
Sigma Investment Counselors Inc. 0.74% Reduce -9.1% 19,856 $14.1M
Central Bank & Trust Co. 2.20% Reduce -1.6% 19,753 $14.0M
Westend Capital Management, LLC 4.19% Add +2.3% 19,684 $13.9M
Searle & Co. 3.54% Reduce -3.4% 19,675 $13.9M
Night Squared LP 2.04% New 19,615 $13.9M
German American Bancorp, Inc. 1.19% Reduce -0.3% 19,525 $13.8M
Principal Securities, Inc. 0.20% Reduce -8.3% 19,442 $13.8M
LBP Am SA 0.19% Add +303.7% 19,434 $13.8M
Y-Intercept (Hong Kong) Ltd 0.26% Add +3111.1% 19,363 $13.7M
Hudson Bay Capital Management LP 0.09% Reduce -68.5% 19,356 $13.7M
Mutual Advisors, LLC 0.29% Add +7.6% 19,321 $13.7M
Callan Family Office, LLC 0.31% Reduce -1.7% 19,259 $13.6M
Triglav Investments, D.O.O. 0.95% New 19,250 $13.6M
Vise Technologies, Inc. 0.27% No change 23,788 $13.6M
Physicians Financial Services, Inc. 3.72% Add +1.1% 19,159 $13.6M
Compass Capital Management, Inc. 0.82% Reduce -7.0% 19,127 $13.6M
Davis R M Inc. 0.24% Add +11.9% 19,121 $13.5M
Mgo One Seven LLC 0.27% Add +12.3% 19,082 $13.5M
Empirical Finance, LLC 0.64% Reduce -0.3% 19,081 $13.5M
Texas Capital Bank Wealth Management Services Inc 0.80% Reduce -19.7% 19,056 $13.5M
Welch & Forbes LLC 0.17% Reduce -1.9% 19,031 $13.5M
Caprock Group, LLC 0.33% Add +2.0% 18,953 $13.4M
Tiaa-Cref Individual & Institutional Services, LLC 0.05% — 18,926 $13.4M
Flputnam Investment Management Co. 0.20% Add +3.5% 18,894 $13.4M
Cannell & Spears LLC 0.26% Add +0.1% 18,885 $13.4M
Brooklyn Investment Group 0.42% Add +18.6% 18,861 $13.4M
Addenda Capital Inc. 0.38% No change 18,800 $13.3M
AG2R La Mondiale Gestion D'actifs 0.60% Add +0.8% 18,784 $13.3M
Sowell Financial Services LLC 0.49% Add +0.9% 18,780 $13.3M
Forvis Mazars Wealth Advisors, LLC 0.25% Reduce -7.6% 18,770 $13.3M
EagleClaw Capital Managment, LLC 1.85% Reduce -6.9% 18,695 $13.2M
Sentry LLC 4.21% Reduce -5.5% 18,692 $13.2M
Koshinski Asset Management, Inc. 0.82% Reduce -0.2% 18,663 $13.2M
MainStreet Investment Advisors LLC 1.98% Reduce -15.5% 18,570 $13.2M
First Financial Bank - Trust Division 1.06% Reduce -3.0% 18,527 $13.1M
Vinva Investment Management Ltd 0.16% Add +87.8% 19,656 $13.1M
Mairs & Power Inc. 0.13% Reduce -0.0% 18,450 $13.1M
Meeder Asset Management Inc. 0.75% Add +945.3% 18,365 $13.0M
Spinnaker Trust 0.72% Reduce -5.9% 18,360 $13.0M
Caldwell Trust Co 1.16% Reduce -1.9% 18,354 $13.0M
Sagespring Wealth Partners, LLC 0.24% Reduce -7.7% 18,250 $12.9M
Mather Group, Llc. 0.13% Reduce -2.4% 18,154 $12.9M
Williams Jones Wealth Management, LLC. 0.16% Reduce -3.2% 18,127 $12.8M
Pure Financial Advisors, LLC 0.19% Reduce -1.1% 18,072 $12.8M
Compound Planning, Inc. 0.39% Reduce -0.7% 18,042 $12.8M
Silver Oak Securities, Incorporated 0.93% Reduce -1.3% 18,034 $12.8M
OneDigital Investment Advisors LLC 0.12% Add +3.5% 17,825 $12.6M
Northeast Investment Management 0.52% Reduce -1.4% 17,752 $12.6M
Man Group plc 0.03% Reduce -71.4% 17,730 $12.6M
Kiley Juergens Wealth Management, LLC 2.21% Reduce -0.9% 17,616 $12.5M
Aries Wealth Management 2.74% Reduce -0.9% 17,590 $12.5M
First American Trust, FSB 0.84% Reduce -28.6% 17,515 $12.4M
Smith Salley Wealth Management 0.62% Add +9.5% 17,377 $12.3M
Fourpath Capital Management, LLC 1.77% Reduce -1.1% 17,375 $12.3M
Brown Brothers Harriman & Co. 0.07% Add +20.7% 17,264 $12.2M
Stock Yards Bank & Trust Co. 0.38% Add +2.9% 17,249 $12.2M
Trajan Wealth LLC 0.49% Reduce -2.4% 17,186 $12.2M
Teamwork Financial Advisors, LLC 1.35% Reduce -30.9% 17,149 $12.1M
U.S. Capital Wealth Advisors, LLC 0.30% Add +10.6% 17,051 $12.1M
Tokio Marine Asset Management Co. Ltd. 0.43% Add +3.3% 16,979 $12.0M
Moors & Cabot, Inc. 0.51% Add +1.4% 16,857 $11.9M
F/m Investments LLC 0.79% Reduce -16.4% 16,856 $11.9M
Nicolet Bankshares Inc. 0.44% Add +280.7% 16,638 $11.9M
Community Bank of Raymore 7.97% Reduce -3.6% 16,803 $11.9M
Cullinan Associates Inc. 0.96% Reduce -44.6% 16,793 $11.9M
Roundview Capital LLC 0.74% Reduce -1.0% 16,756 $11.9M
Zimmer Partners, LP 0.30% Add +26.9% 16,750 $11.9M
Atria Investments, Inc 0.13% Add +1.1% 16,674 $11.8M
IFP Advisors, Inc 0.24% Reduce -3.2% 16,562 $11.7M
Barometer Capital Management Inc. 4.00% Reduce -76.2% 16,532 $11.7M
Boit C F David 5.19% Reduce -12.2% 16,500 $11.7M
Soros Capital Management LLC 5.08% Add +97.4% 16,500 $11.7M
Aull & Monroe Investment Management Corp 5.44% Reduce -4.0% 16,468 $11.7M
Anderson Hoagland & Co. 1.00% Reduce -14.5% 16,404 $11.6M
Ritholtz Wealth Management 0.20% Add +5.0% 16,287 $11.5M
Bridgelight Financial Advisors, Inc. 9.75% Reduce -1.7% 16,242 $11.5M
Beese Fulmer Investment Management, Inc. 0.74% Reduce -1.5% 16,237 $11.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.20% Reduce -3.4% 16,237 $11.5M
Covington Investment Advisors Inc. 1.69% Reduce -8.4% 16,195 $11.5M
Capital International Ltd. 0.42% New 16,168 $11.5M
ExodusPoint Capital Management, LP 0.11% Reduce -36.5% 16,154 $11.4M
Connors Investor Services Inc. 1.06% Reduce -36.6% 16,151 $11.4M
Harel Insurance Investments & Financial Services Ltd. 0.08% Add +39253.7% 16,135 $11.4M
Geneos Wealth Management Inc. 0.27% Reduce -0.8% 16,134 $11.4M
Cordgrass Capital Advisors, LLC 2.66% Reduce -9.0% 16,063 $11.4M
Greenleaf Trust 0.11% Add +4.4% 15,961 $11.3M
Independent Financial Group, LLC 0.25% Reduce -0.7% 15,957 $11.3M
Gouws Capital LLC 5.98% Reduce -2.0% 15,942 $11.3M
Ascent Wealth Partners, LLC 1.31% Add +2.6% 15,931 $11.3M
Equitable Trust Co. 0.52% Reduce -1.2% 15,856 $11.2M
Picton Mahoney Asset Management 0.12% New 15,803 $11.2M
Wealthcare Advisory Partners LLC 0.22% Reduce -1.3% 15,800 $11.2M
Colonial Trust Advisors 0.87% Reduce -2.9% 15,781 $11.2M
Ipswich Investment Management Co., Inc. 2.62% Reduce -3.4% 15,769 $11.2M
Livforsakringsbolaget Skandia, Omsesidigt 0.43% Reduce -32.8% 15,752 $11.2M
Level Four Advisory Services, LLC 0.37% Reduce -15.9% 15,738 $11.1M
Guyasuta Investment Advisors Inc. 0.64% Reduce -1.1% 15,629 $11.1M
Holderness Investments Co. 2.21% Add +0.7% 15,557 $11.0M
Squarepoint Ops LLC 0.02% Add +23.8% 15,441 $10.9M
Gerald Baker Financial Group LLC 3.46% — 15,428 $10.9M
Siemens Fonds Invest GmbH 0.63% Reduce -3.2% 15,425 $10.9M
Assenagon Asset Management S.A. 0.02% Reduce -0.6% 15,377 $10.9M
Wilmington Savings Fund Society, FSB 0.26% Add +0.4% 15,340 $10.9M
Neville Rodie & Shaw Inc. 0.79% Reduce -2.7% 15,312 $10.8M
SageGuard Financial Group, LLC 1.68% Reduce -0.3% 15,307 $10.8M
Leavell Investment Management, Inc. 0.44% Add +0.8% 15,236 $10.8M
Canandaigua National Corp. 0.96% — 15,203 $10.8M
Community Bank, N.A. 1.28% Reduce -0.8% 15,180 $10.8M
Bailard, Inc. 0.25% Reduce -22.8% 15,167 $10.7M
Jackson Square Capital, LLC 2.24% Add +59.7% 15,061 $10.7M
Columbia Asset Management 2.03% Reduce -0.2% 15,058 $10.7M
Albar Capital Partners LLP 1.73% Reduce -71.1% 15,054 $10.7M
Kentucky Farm Bureau Mutual Insurance Co 3.23% No change 15,000 $10.6M
DKRT Investments Corp. 2.69% No change 15,000 $10.6M
RBF Capital, LLC 0.52% No change 15,000 $10.6M
TCI Wealth Advisors, Inc. 0.56% Reduce -0.7% 14,956 $10.6M
Fidelis Capital Partners, LLC 0.76% Add +9.3% 14,950 $10.6M
Northwestern Mutual Investment Management Company, LLC 0.16% Reduce -0.4% 14,888 $10.5M
Integrity Alliance, Llc. 0.40% Reduce -12.8% 14,875 $10.5M
Meeder Advisory Services, Inc. 0.44% Add +0.9% 14,849 $10.5M
Larson Financial Group LLC 0.34% Add +14.6% 14,801 $10.5M
Signet Financial Management, LLC 1.17% Reduce -3.6% 14,685 $10.4M
StoneX Group Inc. 0.56% Reduce -39.5% 14,669 $10.4M
Hilton Capital Management, LLC 0.78% Add +2.3% 14,663 $10.4M
L & S Advisors Inc 1.30% Add +15.5% 14,617 $10.4M
Focus Partners Advisor Solutions, LLC 0.10% Add +24.7% 14,560 $10.3M
Great Lakes Advisors, LLC 0.09% Reduce -2.6% 14,550 $10.3M
Advocate Group LLC 1.61% Reduce -5.7% 14,526 $10.3M
Franklin Street Advisors Inc. 0.63% Add +130.7% 14,513 $10.3M
Laurion Capital Management LP 1.02% New 14,499 $10.3M
Foster & Motley Inc. 0.53% Reduce -6.7% 14,481 $10.3M
Vestcor Inc 0.28% Add +26.3% 14,462 $10.2M
Family Legacy, Inc. 3.07% Reduce -8.0% 14,422 $10.2M
Reliant Investment Management, LLC 4.92% Reduce -0.1% 14,420 $10.2M
Eastern Bank 0.17% Reduce -3.3% 14,356 $10.2M
Montgomery Investment Management Inc. 3.46% No change 14,327 $10.1M
OpenArc Corporate Advisory, LLC 0.14% Add +5.0% 14,266 $10.1M
Sandhill Capital Partners LLC 0.87% Reduce -10.7% 14,251 $10.1M
Romano Brothers and Company 1.15% Reduce -0.5% 14,235 $10.1M
Calamos Wealth Management LLC 0.35% Add +193.4% 14,235 $10.1M
SevenBridge Financial Group, LLC 1.57% Reduce -2.4% 12,396 $10.0M
Traynor Capital Management, Inc. 0.59% Add +9.2% 14,965 $10.0M
Plato Investment Management Ltd 0.67% Add +2.0% 14,070 $10.0M
CX Institutional 0.30% Reduce -46.4% 14,044 $9.9M
OneAscent Financial Services LLC 0.54% Add +349.7% 14,025 $9.9M
GAMMA Investing LLC 0.46% Add +8.5% 14,016 $9.9M
CVFG LLC 1.23% New 13,993 $9.9M
Private Wealth Asset Management, LLC 1.05% Add +2.0% 13,928 $9.9M
Castleark Management LLC 0.33% No change 13,920 $9.9M
Pflug Koory, LLC 4.49% Reduce -0.1% 13,841 $9.8M
Monument Capital Management 2.45% Reduce -4.2% 13,806 $9.8M
HighPoint Advisor Group LLC 0.41% Reduce -72.1% 13,801 $9.8M
WealthPlan Investment Management, LLC 0.54% Add +38.8% 13,770 $9.8M
FAS Wealth Partners, Inc. 0.61% Reduce -13.5% 13,754 $9.7M
Ashton Thomas Private Wealth, LLC 0.23% Reduce -33.5% 13,720 $9.7M
FRG Family Wealth Advisors LLC 1.59% Reduce -2.7% 13,717 $9.7M
Cadinha & Co. LLC 1.81% Reduce -45.5% 13,711 $9.7M
Quadrant Capital Group LLC 0.29% Add +2.5% 13,697 $9.7M
Clearbridge Investments, LLC 0.01% Reduce -1.2% 13,691 $9.7M
Blue Edge Capital, LLC 1.28% Add +4.1% 13,657 $9.7M
Oak Ridge Investments LLC 0.64% New 13,639 $9.7M
Signaturefd, LLC 0.15% Add +4.2% 13,529 $9.6M
Nicholas Hoffman & Company, LLC. 0.22% Reduce -0.5% 13,423 $9.5M
North Dakota State Investment Board 0.41% Reduce -15.5% 13,417 $9.5M
Malaga Cove Capital, LLC 3.41% Reduce -3.5% 13,397 $9.5M
SMA Capital LLC 4.09% New 13,375 $9.5M
Mathes Company, Inc. 3.47% Reduce -0.5% 13,354 $9.5M
Eukles Asset Management 4.21% Reduce -6.2% 13,341 $9.5M
Trust Co. of Toledo NA 0.90% Reduce -1.1% 13,320 $9.4M
Consolidated Capital Management, LLC 3.04% Reduce -5.7% 13,306 $9.4M
Chilton Capital Management LLC 0.33% Reduce -2.5% 13,258 $9.4M
Johnson Investment Counsel Inc. 0.08% Reduce -7.1% 13,165 $9.3M
Caisse Des Depots Et Consignations 0.15% Add +7.9% 13,150 $9.3M
Y.D. More Investments Ltd 0.36% Reduce -3.3% 13,207 $9.3M
Parallel Advisors, LLC 0.17% Add +6.5% 13,090 $9.3M
New Age Alpha Advisors, LLC 0.43% Reduce -3.8% 13,037 $9.2M
Johnson Financial Group, Inc. 0.33% Reduce -6.8% 13,032 $9.2M
RH Tailwind Management, LLC 4.77% Add +333.3% 13,000 $9.2M
Ameritas Advisory Services, LLC 0.36% Reduce -3.5% 12,998 $9.2M
FourThought Financial Partners, LLC 0.79% Reduce -2.8% 12,877 $9.1M
Mufg Securities Americas Inc. 0.59% Add +2.1% 12,872 $9.1M
WCG Wealth Advisors LLC 0.26% Reduce -3.8% 12,871 $9.1M
Viewpoint Capital Management LLC 4.24% Reduce -0.0% 12,801 $9.1M
Resolute Wealth Strategies, LLC 3.90% Reduce -0.4% 12,772 $9.0M
Kingsview Wealth Management, LLC 0.12% Add +10.2% 12,767 $9.0M
HBK Sorce Advisory LLC 0.18% Reduce -0.6% 10,078 $9.0M
Palmer Knight Co 4.41% Add +1.1% 12,761 $9.0M
Essex Financial Services, Inc. 0.51% Reduce -0.5% 12,727 $9.0M
Faithward Advisors, LLC 1.28% Add +0.4% 12,678 $9.0M
Seascape Capital Management 2.58% Reduce -1.3% 12,644 $9.0M
Heritage Trust Co 0.90% Add +5.9% 12,641 $9.0M
Securian Asset Management, Inc. 0.35% Reduce -0.8% 12,623 $8.9M
Debussy Capital Management LP 1.23% Reduce -3.4% 12,551 $8.9M
BNP Paribas 0.28% Add +38.3% 13,556 $8.9M
Barbara Oil Co. 3.41% No change 12,500 $8.9M
Jag Capital Management, LLC 1.00% Add +1118.6% 12,491 $8.8M
Nomura Holdings Inc. 0.07% Reduce -48.1% 12,461 $8.8M
JPL Wealth Management, LLC 2.02% Reduce -3.9% 12,410 $8.8M
Highland Capital Management, LLC 0.46% Reduce -36.2% 12,386 $8.8M
Montag A & Associates Inc. 0.41% Reduce -20.1% 12,368 $8.8M
CoreCap Advisors, LLC 0.30% Add +150.9% 12,363 $8.8M
BNC Wealth Management, LLC 2.42% Reduce -2.3% 12,294 $8.7M
Kentucky Retirement Systems Insurance Trust Fund 0.59% No change 12,186 $8.6M
Webster Bank, N. A. 0.82% Reduce -2.2% 12,176 $8.6M
Gilliland Jeter Wealth Management LLC 2.55% Reduce -0.4% 12,148 $8.6M
Advisors Asset Management, Inc. 0.14% Add +27.7% 12,133 $8.6M
Hodges Capital Management Inc. 0.71% Reduce -9.1% 12,125 $8.6M
Anchor Investment Management, LLC 0.72% Reduce -2.7% 12,099 $8.6M
Aaron Wealth Advisors LLC 0.49% Reduce -2.0% 12,073 $8.6M
Quantitative Investment Management, LLC 0.89% New 12,072 $8.6M
PFG Advisors 0.41% Add +2.8% 12,013 $8.5M
World Investment Advisors 0.14% Reduce -1.3% 11,957 $8.5M
Savvy Advisors, Inc. 0.23% Add +33.1% 11,944 $8.5M
Hayek Kallen Investment Management 2.74% New 11,891 $8.4M
Whitener Capital Management, Inc. 1.92% Add +3.7% 11,878 $8.4M
North Star Investment Management Corp. 0.51% Add +0.3% 11,792 $8.4M
Panagora Asset Management Inc. 0.03% Add +7.3% 11,785 $8.3M
Meiji Yasuda Asset Management Co Ltd. 0.42% Add +0.8% 11,756 $8.3M
Diversified Trust Co. 0.15% Add +14.7% 11,739 $8.3M
J.P. Marvel Investment Advisors, LLC 1.18% No change 11,734 $8.3M
CreativeOne Wealth, LLC 0.19% Add +7.2% 11,668 $8.3M
Baader Bank Aktiengesellschaft 0.81% Reduce -15.7% 11,725 $8.3M
Moneta Group Investment Advisors LLC 0.06% Add +6.2% 11,636 $8.2M
Providence Wealth Advisors, LLC 5.21% Add +0.2% 11,190 $8.2M
Tribune Investment Group LP 5.48% Reduce -11.3% 11,530 $8.2M
Jacobi Capital Management LLC 0.46% Reduce -2.6% 11,519 $8.2M
Kintegral Advisory, LLC 0.77% Reduce -4.2% 11,462 $8.1M
Asset Dedication, LLC 0.57% Reduce -18.1% 11,452 $8.1M
New Hampshire Trust 1.63% Reduce -1.0% 11,417 $8.1M
Raiffeisen Bank International AG 0.12% Reduce -15.2% 12,056 $8.1M
Liberty One Investment Management, LLC 0.83% Add +19.6% 11,356 $8.0M
Zhang Financial LLC 0.28% Add +8.2% 11,341 $8.0M
Spartan Wealth Advisory Services LLC 0.70% — 11,329 $8.0M
Nilsine Partners, LLC 0.63% Add +3.6% 9,673 $8.0M
Jones Kertz & Associates, Inc. 4.25% Reduce -3.4% 11,300 $8.0M
Stokes Capital Advisors, LLC 1.79% Reduce -1.5% 11,278 $8.0M
Lombard Odier Asset Management (Switzerland) SA 0.30% New 11,265 $8.0M
Eventide Asset Management, LLC 0.13% Reduce -2.1% 11,799 $8.0M
RiverFront Investment Group, LLC 0.12% Add +25.8% 11,214 $7.9M
Spirit of America Management Corp. 1.56% Add +0.9% 11,190 $7.9M
Stenger Family Office, LLC 1.39% Add +10.6% 11,140 $7.9M
Modus Advisors, LLC 2.17% Reduce -5.9% 11,124 $7.9M
Geneva Partners, LLC 3.78% Add +1406.0% 10,783 $7.9M
Ledyard National Bank 0.68% Reduce -4.5% 11,099 $7.9M
J. Safra Sarasin Holding AG 0.13% Reduce -85.0% 11,041 $7.8M
Pinnacle Holdings, LLC 2.76% Add +13.1% 10,920 $7.7M
CI Investments Inc. 0.04% Reduce -0.0% 10,889 $7.7M
Capital Investment Counsel, Inc 0.94% Reduce -8.4% 10,870 $7.7M
DMKC Advisory Services, LLC 3.21% Add +0.3% 10,868 $7.7M
Sapient Capital LLC 0.12% Reduce -12.3% 10,867 $7.7M
Natixis 0.03% Reduce -87.8% 10,862 $7.7M
Gateway Wealth Partners, LLC 0.30% Add +135.3% 10,852 $7.7M
Financial & Tax Architects, LLC 1.71% Reduce -19.5% 10,812 $7.7M
Asset Management Group, Inc. 1.24% Reduce -0.6% 10,801 $7.7M
First National Bank of Omaha 0.24% Reduce -24.5% 11,464 $7.7M
Argent Trust Co 0.26% Reduce -2.3% 10,778 $7.6M
Advisors Preferred, LLC 1.12% Add +70.6% 10,745 $7.6M
Truvestments Capital LLC 1.37% Reduce -9.4% 10,704 $7.6M
Hudson Capital Management LLC 2.02% Reduce -9.3% 10,694 $7.6M
Plimoth Trust Co. LLC 1.69% Reduce -3.1% 10,694 $7.6M
Ogorek Anthony Joseph /NY/ 2.07% Reduce -16.9% 10,660 $7.6M
Slow Capital, Inc. 0.98% Reduce -2.7% 10,647 $7.5M
TrinityBridge Ltd 0.20% Add +520.1% 10,623 $7.5M
Smith, Moore & Co. 0.55% Reduce -1.4% 10,611 $7.5M
Lowe Brockenbrough & Co. Inc. 0.37% Add +3.5% 10,564 $7.5M
Meiji Yasuda America Inc 1.85% Reduce -15.3% 10,545 $7.5M
Cyndeo Wealth Partners, LLC 0.39% Reduce -20.8% 10,540 $7.5M
Boothbay Fund Management, LLC 0.18% Add +156.6% 10,529 $7.5M
Rice Partnership, LLC 1.02% Add +170.6% 10,528 $7.5M
Indiana Trust & Investment Management Co 2.30% Add +10.5% 10,515 $7.4M
Creative Financial Designs Inc. 0.45% Add +2.3% 10,510 $7.4M
Mission Creek Capital Partners, Inc. 1.48% Reduce -14.2% 10,499 $7.4M
Brighton Jones LLC 0.16% New 10,428 $7.4M
Amova Asset Management Americas, Inc. 0.10% Add +11.9% 10,416 $7.4M
Perryman Financial Advisory Inc. 1.10% Reduce -2.1% 10,387 $7.4M
Alps Advisors Inc. 0.03% Reduce -15.4% 10,384 $7.4M
Mitchell McLeod Pugh & Williams Inc. 1.08% Reduce -2.0% 10,377 $7.4M
Argyle Capital Management, LLC 2.38% Reduce -7.5% 10,359 $7.3M
Groupama Asset Managment 0.11% Reduce -15.4% 10,356 $7.3M
MWA Asset Management 4.01% Reduce -8.2% 10,337 $7.3M
Perigon Wealth Management, LLC 0.13% Reduce -6.3% 10,318 $7.3M
Boyd Watterson Asset Management LLC 2.25% Reduce -4.3% 10,305 $7.3M
IHT Wealth Management, LLC 0.17% Add +7.9% 10,248 $7.3M
CPA Asset Management Group, LLC 2.43% Reduce -7.1% 10,244 $7.3M
Procyon Advisors, LLC 0.36% Add +0.8% 10,242 $7.3M
Azimuth Capital Investment Management LLC 0.27% Reduce -0.4% 10,195 $7.2M
Whalerock Point Partners, LLC 1.44% No change 10,172 $7.2M
Avior Wealth Management, LLC 0.20% Add +180.8% 10,132 $7.2M
Ramirez Asset Management, Inc. 0.86% Add +2.6% 10,110 $7.2M
Occidental Asset Management, LLC 0.85% Reduce -21.7% 10,090 $7.1M
NorthRock Partners, LLC 0.12% Add +15.3% 10,086 $7.1M
Mission Wealth Management, LP 0.15% Add +5.5% 10,077 $7.1M
Fisher Funds Management LTD 0.21% No change 10,023 $7.1M
First Merchants Corp. 0.27% Reduce -5.3% 10,019 $7.1M
Alight Capital Management LP 2.06% No change 10,000 $7.1M
Walleye Capital LLC 0.05% Reduce -81.7% 9,988 $7.1M
Indivisible Partners 0.62% Add +282.3% 9,960 $7.1M
Finer Wealth Management, Inc. 3.56% Reduce -0.8% 9,959 $7.1M
Tritonpoint Wealth, LLC 0.76% Reduce -6.3% 9,953 $7.1M
Mystic Asset Management, Inc. 1.63% Reduce -2.5% 9,948 $7.0M
Jaffetilchin Investment Partners, LLC 0.42% Add +29.2% 9,934 $7.0M
Ibex Wealth Advisors 0.65% New 9,917 $7.0M
Focus Financial Network, Inc. 0.25% Reduce -6.1% 9,883 $7.0M
Sound View Wealth Advisors Group, LLC 0.48% Reduce -1.4% 9,882 $7.0M
Studio Investment Management LLC 1.25% Reduce -4.9% 9,824 $7.0M
Members Trust Co 0.23% Reduce -1.9% 9,796 $6.9M
Old National Bancorp 0.12% Reduce -6.4% 9,783 $6.9M
Symmetry Investments LP 1.68% Add +21.4% 9,776 $6.9M
Mattern Wealth Management LLC 1.35% Reduce -0.4% 9,768 $6.9M
Concord Wealth Partners 0.90% Add +7.4% 9,764 $6.9M
Wright Investors Service Inc. 2.18% Reduce -10.2% 9,758 $6.9M
MV Capital Management, Inc. 0.68% Reduce -6.3% 9,757 $6.9M
Thoroughbred Financial Services, LLC 0.41% Add +0.8% 9,751 $6.9M
Denali Advisors LLC 0.76% Add +0.0% 9,697 $6.9M
Titan Wealth (CI) Ltd 2.97% Reduce -13.0% 9,695 $6.9M
RFG - Bristol Wealth Advisors, LLC 1.85% Reduce -1.1% 9,687 $6.9M
Cornerstone Wealth Group, LLC 0.44% Reduce -6.5% 8,565 $6.9M
Stonebridge Capital Management Inc. 3.12% — 9,672 $6.9M
LMG Wealth Partners, LLC 1.25% Reduce -0.4% 9,663 $6.8M
Tradewinds, LLC. 2.20% Add +0.3% 7,689 $6.8M
McKinley Carter Wealth Services, Inc. 0.39% Reduce -3.0% 9,613 $6.8M
Robbins Farley 3.01% Reduce -18.3% 9,601 $6.8M
Snowden Capital Advisors LLC 0.18% Add +2.8% 9,563 $6.8M
Jericho Financial, LLP 4.27% Reduce -14.1% 9,553 $6.8M
Investor's Fiduciary Advisor Network, LLC 2.07% Reduce -2.0% 9,545 $6.8M
Hixon Zuercher, LLC 2.10% Reduce -3.1% 9,524 $6.7M
RFG Advisory, LLC 0.12% Add +1.6% 9,516 $6.7M
Curi Capital, LLC 0.12% Reduce -1.2% 9,505 $6.7M
Lifeworks Advisors, LLC 0.86% Reduce -11.3% 9,503 $6.7M
Cumberland Advisors Inc. 2.63% No change 9,500 $6.7M
River Wealth Advisors LLC 0.77% Add +23.9% 9,494 $6.7M
Wellington Shields & Co., LLC 1.71% Add +0.7% 9,483 $6.7M
Longbow Finance SA 1.22% Reduce -33.0% 9,475 $6.7M
Onex Canada Asset Management Inc. 1.12% Reduce -3.4% 9,475 $6.7M
Cornerstone Wealth Management, LLC 0.34% Add +84.5% 9,468 $6.7M
Twin Capital Management Inc. 0.86% Add +8.3% 9,468 $6.7M
Choate Investment Advisors 0.13% Add +0.9% 9,446 $6.7M
Bank of Hawaii 0.35% Reduce -16.5% 9,442 $6.7M
M&G PLC 0.04% No change 9,444 $6.7M
Asset One Wealth Management LLC 0.74% No change 8,325 $6.7M
1ST Source Bank 0.34% Reduce -2.3% 9,376 $6.6M
RB Capital Management, LLC 1.47% Reduce -9.0% 9,361 $6.6M
GAM Holding AG 0.58% Reduce -32.9% 9,328 $6.6M
Oddo BHF Asset Management Sas 0.26% Add +116.7% 9,311 $6.6M
Rockline Wealth Management, LLC 1.43% Add +707.6% 9,279 $6.6M
Forty-three Eighteen Advisors, LLC 4.95% Reduce -0.4% 9,273 $6.6M
Wedmont Private Capital 0.21% Add +4.0% 8,512 $6.6M
Ballentine Partners, LLC 0.09% Add +19.6% 9,262 $6.6M
Heartland Bank & Trust Co 1.48% Add +48.8% 9,252 $6.6M
Schnieders Capital Management, Llc. 1.05% Reduce -1.4% 9,250 $6.6M
PFG Investments, LLC 0.30% Add +5.9% 9,212 $6.5M
Envestnet Portfolio Solutions, Inc. 0.04% Reduce -21.0% 9,205 $6.5M
Naples Global Advisors, LLC 0.47% Reduce -5.6% 9,176 $6.5M
Accurate Wealth Management, LLC 0.78% Add +8.9% 8,202 $6.5M
Mitchell Capital Management Co. 1.19% New 9,150 $6.5M
Great Valley Advisor Group, Inc. 0.12% Add +1.4% 9,111 $6.5M
Soltis Investment Advisors LLC 0.42% Add +319.1% 9,107 $6.5M
Asahi Life Asset Management Co., LTD. 4.16% Add +3.3% 9,087 $6.4M
Dupont Capital Management Corp. 0.73% New 9,052 $6.4M
Daymark Wealth Partners, LLC 0.20% Add +4.6% 9,030 $6.4M
Burney Co./ 0.20% Reduce -29.5% 9,016 $6.4M
Financial Synergies Wealth Advisors, Inc. 0.61% Add +16.6% 9,008 $6.4M
Patriot Financial Group Insurance Agency, LLC 0.36% Add +354.3% 8,968 $6.4M
Buckley Wealth Management, LLC 1.62% Reduce -0.6% 8,945 $6.3M
Hartford Financial Management Inc. 1.61% Reduce -5.8% 8,940 $6.3M
Coastline Trust Co 0.63% Reduce -1.5% 8,937 $6.3M
Douglass Winthrop Advisors, LLC 0.12% Reduce -1.5% 8,911 $6.3M
Capital Asset Advisory Services LLC 0.24% Reduce -8.2% 7,899 $6.3M
Evercore Wealth Management, LLC 0.10% Reduce -0.8% 8,889 $6.3M
Iowa State Bank 1.16% Reduce -1.8% 8,885 $6.3M
Penobscot Investment Management Company, Inc. 0.49% Add +1.4% 8,857 $6.3M
Delta Capital Management LLC 3.49% Reduce -0.2% 8,850 $6.3M
AlTi Global, Inc. 0.14% Add +1.1% 8,792 $6.2M
Churchill Financial Advisors, LLC 1.31% Add +156.9% 8,768 $6.2M
Cullen/Frost Bankers, Inc. 0.07% Reduce -14.1% 8,753 $6.2M
BCM Advisors, LLC 1.22% Add +0.2% 7,048 $6.2M
Profund Advisors LLC 0.23% Reduce -1.5% 8,692 $6.2M
Brendel Financial Advisors LLC 3.04% Reduce -5.7% 8,670 $6.1M
Alerus Financial NA 0.30% Reduce -11.6% 8,662 $6.1M
First Dallas Securities Inc. 2.27% Reduce -10.7% 8,652 $6.1M
Nordwand Advisors, LLC 1.07% Reduce -20.1% 8,645 $6.1M
V-Square Quantitative Management LLC 0.64% Add +1.9% 8,606 $6.1M
Cullen Investment Group, LTD. 0.80% Reduce -0.2% 8,591 $6.1M
Scopus Asset Management, L.P. 0.19% Reduce -7.2% 8,582 $6.1M
Palisade Asset Management, LLC 0.61% Reduce -0.3% 8,558 $6.1M
Concord Asset Management, LLC 1.02% Add +13.8% 8,550 $6.1M
Platinum Investment Management Ltd. 1.52% Add +54.5% 8,500 $6.0M
Mill Capital Management, LLC 0.46% Reduce -3.9% 8,458 $6.0M
LGT Group Foundation 0.07% Add +283.6% 8,455 $6.0M
United Capital Management of KS, Inc. 0.91% Reduce -3.6% 8,438 $6.0M
Factor Wealth Management LTD 1.12% Reduce -0.7% 8,395 $5.9M
Brevan Howard Capital Management LP 0.06% Add +66.0% 8,633 $5.9M
AMG National Trust Bank 0.13% Add +24.6% 8,376 $5.9M
Tower Research Capital LLC (TRC) 0.15% Reduce -54.6% 8,370 $5.9M
Radnor Capital Management, LLC 0.88% Add +1.3% 8,366 $5.9M
Parcion Private Wealth LLC 0.37% Reduce -57.9% 8,339 $5.9M
Ameritas Investment Partners, Inc. 0.18% Reduce -6.0% 8,337 $5.9M
Hudock, Inc. 0.86% Add +0.3% 8,279 $5.9M
River Street Advisors LLC 1.98% Add +0.6% 8,260 $5.9M
Fideuram Asset Management (Ireland) dac 0.74% Reduce -11.6% 8,819 $5.8M
B & T Capital Management DBA Alpha Capital Management 0.85% Reduce -35.2% 8,235 $5.8M
Global Wealth Management Investment Advisory, Inc. 0.91% Reduce -25.6% 8,230 $5.8M
Cornell Pochily Investment Advisors, Inc. 1.71% Reduce -0.7% 8,202 $5.8M
Evolve Private Wealth, LLC 0.31% Reduce -28.1% 8,202 $5.8M
Caldwell Sutter Capital, Inc. 2.36% Reduce -4.9% 8,180 $5.8M
Financial Enhancement Group LLC 0.72% Reduce -7.6% 7,274 $5.8M
Sterling Capital Management LLC 0.11% Add +41.6% 8,111 $5.7M
Fairfield Financial Advisors, LTD 1.99% Add +2.8% 8,104 $5.7M
KMG Fiduciary Partners, LLC 0.42% Reduce -1.2% 8,098 $5.7M
CWA Asset Management Group, LLC 0.20% Reduce -3.7% 8,082 $5.7M
Ascentis Independent Advisors 0.43% Add +78.1% 8,054 $5.7M
Baldwin Investment Management, LLC 0.67% Reduce -1.9% 8,040 $5.7M
Great Lakes Retirement, Inc. 0.59% Add +3.1% 8,025 $5.7M
Gladstone Institutional Advisory LLC 0.21% Add +9.5% 8,008 $5.7M
Cozad Asset Management Inc. 0.45% Reduce -3.3% 8,006 $5.7M
St Germain D J Co. Inc. 0.22% Reduce -1.6% 7,909 $5.6M
Chicago Capital, LLC 0.15% Add +1.5% 7,893 $5.6M
Westerkirk Capital Inc. 0.60% Reduce -33.4% 7,877 $5.6M
Money Concepts Capital Corp. 0.31% Reduce -29.6% 7,855 $5.6M
Evergreen Capital Management LLC 0.12% Add +0.7% 7,844 $5.6M
Phoenix Financial Ltd. 0.05% Add +8.9% 7,816 $5.5M
Osmosis Investment Management UK Ltd 0.15% Reduce -28.9% 7,811 $5.5M
Kovack Advisors, Inc. 0.30% Add +9.9% 7,677 $5.5M
Inspire Advisors, LLC 0.45% Reduce -2.0% 7,781 $5.5M
Syon Capital LLC 0.28% Reduce -0.3% 7,739 $5.5M
Monetary Management Group Inc. 1.31% Reduce -0.6% 7,737 $5.5M
Pinnacle Wealth Management Advisory Group, LLC 0.37% Reduce -4.7% 7,735 $5.5M
Vestmark Advisory Solutions, Inc. 0.06% Add +65.8% 7,730 $5.5M
Petredis Investment Advisors LLC 0.45% Reduce -0.9% 7,729 $5.5M
Oarsman Capital, Inc. 0.68% Add +2.7% 7,726 $5.5M
Global Trust Asset Management, LLC 2.09% Add +5.1% 7,718 $5.5M
Naviter Wealth, LLC 0.68% Add +0.4% 7,708 $5.5M
Foundations Investment Advisors, LLC 0.07% Reduce -2.3% 7,692 $5.4M
Cannon Advisors, Inc. 4.04% Add +0.5% 7,692 $5.4M
Verdence Capital Advisors LLC 0.32% Reduce -20.6% 7,690 $5.4M
Granite Investment Partners, LLC 0.33% Add +10.8% 7,685 $5.4M
Legacy Bridge, LLC 2.07% Add +4.1% 7,669 $5.4M
Investors Asset Management of Georgia Inc. /Ga/ 2.22% Add +1.8% 7,664 $5.4M
Valley Brook Capital Group, Inc. 3.61% Add +1.1% 7,591 $5.4M
Hanson & Doremus Investment Management 0.62% Reduce -4.3% 7,586 $5.4M
Boltwood Capital Management 1.37% Reduce -3.5% 7,571 $5.4M
K.J. Harrison & Partners Inc 0.88% Reduce -34.6% 7,565 $5.4M
Adirondack Trust Co. 1.80% Reduce -3.5% 7,556 $5.4M
Sumitomo Life Insurance Co. 0.13% Add +17.1% 7,548 $5.3M
Focused Wealth Management, Inc 0.56% Reduce -9.4% 7,518 $5.3M
SeaCrest Wealth Management, LLC 0.57% Reduce -5.0% 7,481 $5.3M
Exchange Bank 3.67% Reduce -9.8% 7,472 $5.3M
Loudon Investment Management, LLC 2.84% Reduce -0.2% 7,441 $5.3M
Tenere Capital LLC 3.86% Add +15.2% 7,429 $5.3M
Old Port Advisors 1.21% Add +0.5% 7,420 $5.3M
Wilkerson Advisory Group LLC 1.80% Add +4.1% 7,380 $5.2M
Western Wealth Management, LLC 0.20% Add +66.1% 7,366 $5.2M
Tyche Wealth Partners LLC 0.80% Reduce -0.2% 7,363 $5.2M
ABN AMRO Bank N.V. 0.06% Reduce -12.0% 7,296 $5.2M
Pine Valley Investments Ltd Liability Co 0.25% Reduce -6.2% 7,327 $5.2M
First National Bank & Trust Co. of Newtown 1.12% Reduce -18.4% 7,321 $5.2M
Smartleaf Asset Management LLC 0.19% Add +11.1% 7,750 $5.2M
Old Mission Investment Co LLC 1.21% Reduce -3.6% 7,298 $5.2M
Little House Capital LLC 1.33% Add +2.9% 7,280 $5.2M
Argent Advisors, Inc. 1.40% Reduce -9.0% 7,254 $5.1M
Gables Capital Management Inc. 2.18% Reduce -4.2% 7,250 $5.1M
Capital Management Associates, Inc 1.16% Add +1.9% 7,234 $5.1M
Fruth Investment Management 1.28% Reduce -4.4% 7,230 $5.1M
Murphy, Middleton, Hinkle & Parker, Inc. 2.37% New 7,211 $5.1M
Genus Capital Management Inc. 0.58% Add +111.8% 7,200 $5.1M
Banque Transatlantique SA 0.12% Reduce -8.7% 7,007 $5.1M
Compton Wealth Advisory Group, LLC 1.13% Add +3.4% 6,941 $5.1M
Field & Main Bank 1.47% Reduce -5.7% 7,155 $5.1M
Apella Capital, LLC 0.08% Add +67.4% 6,367 $5.1M
Clear Trail Advisors, LLC 0.84% Reduce -15.8% 7,110 $5.0M
DT Investment Partners, LLC 0.42% Reduce -1.6% 7,103 $5.0M
Marathon Wealth Advisors LLC 2.06% Reduce -0.4% 7,075 $5.0M
Permanent Capital Management, LP 0.78% Add +0.6% 5,617 $5.0M
Deane Retirement Strategies, Inc. 2.01% Reduce -0.6% 7,078 $5.0M
GAMCO Investors 0.05% Add +1363.2% 7,038 $5.0M
World Equity Group, Inc. 1.29% Add +93.6% 7,008 $5.0M
South Dakota Investment Council 0.09% Reduce -2.1% 7,001 $5.0M
Parametrica Management Ltd 5.64% New 7,000 $5.0M
Next Century Growth Investors LLC 0.36% Add +39.2% 6,994 $5.0M
Dorsey & Whitney Trust CO LLC 0.27% Reduce -4.0% 6,979 $4.9M
Quest Investment Management LLC 0.58% No change 6,968 $4.9M
Modera Wealth Management, LLC 0.06% Reduce -1.6% 6,962 $4.9M
Capital & Planning, LLC 2.99% New 6,947 $4.9M
Milestone Asset Management, LLC 0.90% Add +123.7% 6,911 $4.9M
Arvest Bank Trust Division 0.27% Add +254.4% 6,897 $4.9M
Confluence Wealth Services, Inc. 0.19% Add +13.5% 6,892 $4.9M
Legacy Financial Strategies, LLC 0.88% Add +91.0% 6,875 $4.9M
Becker Capital Management Inc. 0.14% Add +0.1% 6,872 $4.9M
Ignite Planners, LLC 0.75% Add +1.5% 6,862 $4.9M
Huntleigh Advisors, Inc. 0.83% Add +9.7% 6,864 $4.9M
Avantax Planning Partners, Inc. 0.13% Add +0.0% 6,850 $4.9M
Generali Investments CEE, investicni spolecnost, a.s. 0.25% Reduce -18.3% 6,845 $4.8M
Western Financial Corp 1.90% New 6,842 $4.8M
Lee Johnson Capital Management, LLC 1.73% New 6,825 $4.8M
Staley Capital Advisers Inc. 0.20% No change 6,800 $4.8M
KLCM Advisors, Inc. 0.42% Reduce -16.5% 6,784 $4.8M
Cross Staff Investments Inc 2.43% Reduce -4.0% 6,781 $4.8M
Kentucky Retirement Systems 0.35% Add +80.7% 52,539 $4.8M
Harbor Capital Advisors, Inc. 0.39% Reduce -13.2% 6,725 $4.8M
LGT Fund Management Co Ltd. 0.21% Reduce -16.3% 6,720 $4.8M
GMO 0.01% Add +127.1% 6,701 $4.7M
Eagle Rock Investment Company, LLC 0.69% No change 6,700 $4.7M
Sargent Investment Group, LLC 0.62% Reduce -1.0% 6,688 $4.7M
Howland Capital Management LLC 0.19% No change 6,685 $4.7M
Bartlett & Co. Wealth Management LLC 0.06% Reduce -3.1% 5,398 $4.7M
Capital Group Private Client Services, Inc. 0.08% Add +2.4% 6,668 $4.7M
Bellwether Advisors, LLC 0.80% Reduce -6.2% 6,659 $4.7M
Wealthspire Advisors, LLC 0.04% Reduce -17.7% 6,628 $4.7M
Leonteq Securities AG 0.28% Reduce -71.0% 6,625 $4.7M
Quadrature Capital Ltd 0.06% New 6,616 $4.7M
Hillsdale Investment Management Inc. 0.13% Add +47.0% 6,597 $4.7M
Nemes Rush Group LLC 0.44% Reduce -4.2% 6,591 $4.7M
Cambridge Advisors Inc. 0.90% Reduce -7.5% 6,577 $4.7M
Elevation Point Wealth Partners, LLC 0.11% Add +71.1% 6,570 $4.7M
Schear Investment Advisers, LLC 2.05% Add +0.2% 6,568 $4.7M
Mb, Levis & Associates, LLC 1.94% Reduce -0.4% 6,566 $4.7M
Strategic Advisors LLC 0.77% Add +1.5% 6,540 $4.6M
Cottage Street Advisors LLC 2.00% Reduce -0.1% 6,540 $4.6M
IFC Advisors LLC 0.66% Reduce -2.1% 6,528 $4.6M
Guardian Wealth Management, Inc. 2.52% Reduce -15.1% 6,512 $4.6M
Weaver Capital Management LLC 1.00% Reduce -3.5% 6,491 $4.6M
HUB Investment Partners, LLC 0.11% Add +82.0% 6,483 $4.6M
Greenfield Savings Bank 1.95% Reduce -1.7% 6,459 $4.6M
Shepherd Financial Partners LLC 0.43% Reduce -0.2% 6,425 $4.6M
AdvisorNet Financial, Inc 0.24% Reduce -4.5% 6,415 $4.5M
Ascent Group, LLC 0.16% Reduce -14.4% 6,363 $4.5M
B. Riley Wealth Advisors, Inc. 0.29% Reduce -23.7% 6,751 $4.5M
Courier Capital LLC 0.25% Reduce -4.9% 6,354 $4.5M
Triangle Securities Wealth Management 1.02% Reduce -53.3% 6,353 $4.5M
Beacon Bank & Trust 0.92% Reduce -4.7% 6,332 $4.5M
Allegheny Financial Group 0.60% Add +0.5% 6,322 $4.5M
Graham Capital Management, L.P. 0.20% Reduce -37.0% 6,300 $4.5M
Moneco Advisors, LLC 0.35% Add +4.3% 6,292 $4.5M
Southeast Asset Advisors, LLC 0.49% Reduce -10.0% 6,268 $4.4M
Diversify Wealth Management, LLC 0.08% Add +296.0% 5,481 $4.4M
Private Trust Co. NA 0.40% Reduce -3.2% 6,267 $4.4M
Bernard Wealth Management Corp. 1.89% Add +4.7% 6,246 $4.4M
Columbia Bank 1.26% Reduce -5.8% 6,242 $4.4M
Chapin Davis, Inc. 0.98% Reduce -10.8% 6,225 $4.4M
Vantage Point Financial LLC 1.54% Add +0.3% 6,194 $4.4M
Crawford Investment Counsel Inc. 0.07% Reduce -2.2% 6,178 $4.4M
Vectors Research Management, LLC 1.28% Reduce -2.8% 6,169 $4.4M
First National Bank Sioux Falls 1.19% Reduce -0.0% 5,651 $4.4M
CNB Bank 1.83% Reduce -3.5% 6,153 $4.4M
Massachusetts Wealth Management 1.89% Reduce -3.3% 6,146 $4.4M
Stone Summit Wealth LLC 1.21% Reduce -7.9% 6,145 $4.4M
Osborne Partners Capital Management, LLC 0.23% Reduce -1.6% 6,145 $4.4M
International Assets Investment Management, LLC 0.30% Reduce -4.4% 5,904 $4.3M
Brady Family Wealth, LLC 1.34% Add +4.4% 6,069 $4.3M
Kinloch Capital, LLC 1.75% Reduce -39.2% 6,068 $4.3M
Advisory Alpha, LLC 0.12% Add +4.5% 6,044 $4.3M
Ellis Investment Partners, LLC 0.74% Reduce -0.3% 6,025 $4.3M
Seizert Capital Partners, LLC 0.20% Reduce -20.2% 6,023 $4.3M
Trust Investment Advisors 2.48% Reduce -11.2% 5,987 $4.2M
Biltmore Family Office, LLC 0.59% Reduce -0.4% 5,986 $4.2M
Myriad Asset Management Advisors LLC 1.25% Add +0.6% 5,978 $4.2M
Weatherly Asset Management L. P. 0.34% Reduce -0.9% 5,971 $4.2M
First Manhattan Co. Llc. 0.01% Add +30.2% 5,968 $4.2M
Frank, Rimerman Advisors LLC 0.28% Add +10.6% 5,961 $4.2M
JFS Wealth Advisors, LLC 0.24% Reduce -2.7% 5,955 $4.2M
Bridges Investment Management Inc. 0.06% Add +1.7% 5,951 $4.2M
Cornerstone Planning, LLC 0.95% Reduce -24.4% 5,938 $4.2M
Westpac Banking Corp. 0.29% Reduce -18.0% 5,928 $4.2M
Arrow Financial Corp 0.42% Reduce -13.3% 5,919 $4.2M
Florida Financial Advisors, LLC 1.00% Add +626.5% 5,906 $4.2M
Harvest Fund Management Co., Ltd 0.18% Add +52.8% 5,911 $4.2M
Ar Asset Management Inc. 0.82% Reduce -11.9% 5,900 $4.2M
Wilson & Boucher Capital Management, LLC 2.75% Reduce -2.0% 5,852 $4.1M
Rollins Financial Advisors, LLC 0.66% Add +9.5% 5,852 $4.1M
Nations Financial Group Inc, /Ia/ 0.21% Add +2.2% 5,841 $4.1M
Roman Butler Fullerton & Co. 1.14% Add +0.1% 5,363 $4.1M
Family Manage LLC 0.50% Reduce -0.9% 5,838 $4.1M
Kentucky Trust Co 2.16% Reduce -0.2% 5,824 $4.1M
Crown Oak Advisors, LLC 2.07% No change 5,821 $4.1M
Investment House LLC 0.21% No change 5,808 $4.1M
Tudor Investment Corporation 0.02% Reduce -75.9% 5,794 $4.1M
FLC Capital Advisors 0.74% Reduce -5.2% 5,788 $4.1M
Wealth Architects, LLC 0.37% Reduce -1.6% 5,788 $4.1M
Cordatus Wealth Management LLC 0.97% Reduce -1.5% 5,780 $4.1M
Qtron Investments LLC 0.55% Add +7.3% 5,757 $4.1M
Am Investment Strategies LLC 0.89% No change 5,741 $4.1M
Beaton Management Co. Inc. 1.81% Reduce -0.9% 5,733 $4.1M
Thompson Siegel & Walmsley LLC 0.07% Reduce -8.4% 5,726 $4.1M
BOS Asset Management, LLC 1.04% Reduce -7.0% 5,703 $4.0M
NewEdge Wealth, LLC 0.05% Reduce -34.8% 5,677 $4.0M
Modern Wealth Management, LLC 0.07% Add +3.2% 5,507 $4.0M
Bragg Financial Advisors, Inc 0.13% Reduce -2.1% 5,652 $4.0M
Wealth Group, Ltd. 3.72% Add +0.0% 5,634 $4.0M
Gen-Wealth Partners Inc 1.25% Reduce -3.5% 5,616 $4.0M
Trueblood Wealth Management, LLC 1.55% Add +0.5% 5,595 $4.0M
Security National Bank 0.58% Reduce -1.0% 5,591 $4.0M
Rexford Capital Inc. 2.83% Reduce -4.8% 5,589 $4.0M
Aljian Capital Management, LLC 0.81% Add +0.1% 5,585 $4.0M
1900 Wealth Management LLC 0.25% Add +0.7% 5,555 $3.9M
Sierra Summit Advisors LLC 0.57% Add +89.5% 5,547 $3.9M
LOM Asset Management Ltd 1.12% Add +1.7% 5,516 $3.9M
Financial Plan, Inc. 0.42% No change 5,511 $3.9M
Precision Wealth Strategies, LLC 1.29% Add +274.7% 5,504 $3.9M
RD Lewis Holdings, Inc. 3.37% Reduce -6.5% 4,950 $3.9M
Bowen Hanes & Co. Inc. 0.09% Reduce -8.9% 5,495 $3.9M
Nwam LLC 0.22% Add +10.9% 5,493 $3.9M
Parkside Financial Bank & Trust 0.30% Reduce -7.0% 5,492 $3.9M
Capital Investment Advisory Services, LLC 0.28% Add +0.2% 5,484 $3.9M
Silverlake Wealth Management LLC 0.82% Add +0.1% 5,483 $3.9M
Leelyn Smith, LLC 0.54% New 5,470 $3.9M
Smithfield Trust Co 0.17% No change 5,463 $3.9M
Garde Capital, Inc. 0.23% Add +6.4% 5,462 $3.9M
Alaethes Wealth, LLC 1.11% Reduce -0.7% 5,435 $3.9M
Kerusso Capital Management LLC 1.93% Reduce -6.6% 5,433 $3.8M
Woodmont Investment Counsel LLC 0.24% Add +8.2% 5,428 $3.8M
Victrix Investment Advisors 1.39% Reduce -3.7% 5,419 $3.8M
First Horizon Corp. 0.16% Reduce -1.0% 5,400 $3.8M
Redmond Asset Management, LLC 1.04% Reduce -0.6% 5,381 $3.8M
Drive Wealth Management, LLC 0.80% Reduce -9.4% 5,375 $3.8M
Pinkerton Wealth, LLC 0.35% Add +8.8% 6,635 $3.8M
Norden Group LLC 0.36% Add +35.7% 5,361 $3.8M
Hilltop Holdings Inc. 0.34% Reduce -26.3% 5,357 $3.8M
Ti-Trust, Inc. 2.25% Reduce -0.2% 5,344 $3.8M
Perkins Coie Trust Co 0.72% Add +0.3% 5,319 $3.8M
Everhart Financial Group, Inc. 0.32% Add +16.6% 5,310 $3.8M
West Michigan Advisors, LLC 0.83% Add +171.5% 5,308 $3.8M
Checchi Capital Advisers, LLC 0.26% Add +4.7% 5,280 $3.7M
Watershed Private Wealth LLC 1.17% Reduce -1.4% 5,274 $3.7M
Marvin & Palmer Associates Inc. 4.47% Reduce -18.7% 5,270 $3.7M
Connecticut Wealth Management, LLC 0.16% Add +2.0% 5,267 $3.7M
WD Rutherford LLC 1.65% Reduce -11.5% 5,251 $3.7M
MASTERINVEST Kapitalanlage GmbH 0.39% Add +2.1% 5,248 $3.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.10% Add +5.8% 5,229 $3.7M
Oxbow Advisors, LLC 0.32% Reduce -21.2% 5,215 $3.7M
Avidian Wealth Enterprises, LLC 0.12% Add +19.7% 5,211 $3.7M
Alliance Private Wealth, LLC 1.32% Add +0.2% 5,193 $3.7M
XML Financial, LLC 0.30% Add +2.3% 5,193 $3.7M
Krilogy Financial LLC 0.12% Add +6.2% 4,742 $3.7M
Journey Strategic Wealth LLC 0.09% Add +4.6% 5,170 $3.7M
True North Advisors, LLC 0.42% Reduce -0.3% 5,165 $3.7M
Northern Financial Advisors Inc 2.67% Add +93.3% 5,162 $3.7M
Compagnie Lombard Odier SCmA 0.04% Reduce -47.4% 5,159 $3.7M
First Citizens Bank & Trust Co. 0.08% Add +3.1% 5,154 $3.7M
Core Wealth Advisors, Inc. 0.87% Reduce -0.7% 5,153 $3.7M
Iron Gate Global Advisors LLC 0.39% Add +15.0% 5,145 $3.6M
Exencial Wealth Advisors, LLC 0.11% Add +2.9% 5,142 $3.6M
Eldridge Investment Advisors, Inc. 0.80% Reduce -0.3% 5,131 $3.6M
Fox Hill Wealth Management 1.75% Add +27.3% 5,131 $3.6M
Arbor Trust Wealth Advisors, LLC 1.60% Reduce -7.0% 5,126 $3.6M
Cynosure Group, LLC 0.45% Reduce -98.9% 5,462 $3.6M
L. Roy Papp & Associates, LLP 0.42% Reduce -0.0% 5,117 $3.6M
PCM Encore, LLC 0.74% Add +3.6% 5,111 $3.6M
Mayflower Financial Advisors, LLC 0.44% Reduce -4.5% 5,107 $3.6M
HHM Wealth Advisors, LLC 0.42% Reduce -11.4% 5,097 $3.6M
Altshuler Shaham Ltd 0.07% Add +60.7% 5,096 $3.6M
Beacon Investment Advisors LLC 1.36% Reduce -1.0% 5,078 $3.6M
Xcel Wealth Management, LLC 1.02% Reduce -22.8% 5,076 $3.6M
Itau Unibanco Holding S.A. 0.09% New 5,062 $3.6M
HCR Wealth Advisors 0.37% Add +0.3% 5,060 $3.6M
JBR Co Financial Management Inc 1.50% No change 6,252 $3.6M
ARS Wealth Advisors Group, LLC 0.30% Add +0.1% 5,046 $3.6M
Isthmus Partners, LLC 0.37% Reduce -2.1% 5,045 $3.6M
Catalyst Financial Partners LLC 0.42% Add +3.0% 5,039 $3.6M
Ellenbecker Investment Group 0.48% Reduce -8.4% 5,030 $3.6M
WBH Advisory Inc. 0.27% Reduce -1.5% 4,878 $3.6M
Essex Bank 0.78% Reduce -4.3% 5,008 $3.5M
Stratos Wealth Advisors, LLC 0.22% Reduce -12.2% 4,998 $3.5M
Verition Fund Management LLC 0.04% Reduce -91.4% 4,992 $3.5M
SCS Capital Management LLC 0.04% Reduce -6.6% 4,965 $3.5M
Root Financial Partners, LLC 0.16% Add +54.7% 4,963 $3.5M
Wolff Financial Management LLC 0.77% Reduce -0.4% 4,948 $3.5M
Benedict Financial Advisors Inc. 0.73% Reduce -0.0% 4,929 $3.5M
Gould Capital, LLC 2.11% Reduce -37.7% 4,919 $3.5M
United Bank 1.16% Add +5.7% 4,917 $3.5M
E Fund Management Co., Ltd. 0.10% — 4,916 $3.5M
Certuity, LLC 0.23% Reduce -4.5% 4,914 $3.5M
Lawood & Co. 3.23% Reduce -6.3% 4,906 $3.5M
Patton Fund Management, Inc. 0.59% Reduce -64.4% 4,898 $3.5M
Harbor Group, Inc. 0.50% Add +0.2% 4,880 $3.5M
Resources Management Corp. /CT/ 0.46% Reduce -6.7% 4,880 $3.5M
Orleans Capital Management Corp. 2.34% Reduce -0.2% 4,878 $3.5M
Bahl & Gaynor LLC 0.02% Add +16.5% 4,878 $3.5M
Opes Wealth Management LLC 0.59% Add +0.0% 4,876 $3.5M
Forum Financial Management, LP 0.05% Reduce -38.5% 4,868 $3.4M
TD Private Client Wealth LLC 0.07% Reduce -4.8% 4,862 $3.4M
Pallas Capital Advisors LLC 0.13% Reduce -0.3% 4,853 $3.4M
Stanley-Laman Group, Ltd. 0.42% Add +4.8% 4,839 $3.4M
Csenge Advisory Group 0.16% Add +10.1% 4,821 $3.4M
Atlas Brown,Inc. 1.02% Reduce -2.8% 4,801 $3.4M
Princeton Capital Management LLC 0.93% Add +1.1% 4,801 $3.4M
Guardian Investment Management 2.68% No change 4,800 $3.4M
CFM Wealth Partners LLC 0.51% Reduce -2.0% 4,788 $3.4M
Norway Savings Bank 1.61% Reduce -4.4% 4,786 $3.4M
Rossmore Private Capital 0.30% Reduce -0.2% 4,756 $3.4M
Journey Advisory Group, LLC 0.29% Reduce -7.8% 4,724 $3.3M
Glen Eagle Advisors, LLC 0.47% Add +3.3% 4,722 $3.3M
Left Brain Wealth Management, LLC 1.31% New 4,710 $3.3M
Denver PWM, LLC 1.15% Reduce -10.5% 3,714 $3.3M
EPG Wealth Management LLC 0.90% Reduce -23.5% 4,698 $3.3M
Woodward Diversified Capital, LLC 1.51% Reduce -0.5% 4,183 $3.3M
Westover Capital Advisors, LLC 0.61% No change 4,676 $3.3M
Quintet Private Bank (Europe) S.A. 0.22% Add +36.6% 4,656 $3.3M
Apollon Financial, LLC 0.46% Reduce -1.6% 4,656 $3.3M
Pinnacle West Asset Management, Inc. 2.24% Reduce -3.3% 4,651 $3.3M
TIAA Wealth Investment Management LLC 0.03% — 4,649 $3.3M
Cove Private Wealth, LLC 0.75% Add +81.7% 4,638 $3.3M
Ellsworth Advisors, LLC 0.62% Add +441.7% 4,626 $3.3M
Joel Isaacson & Co., LLC 0.11% Add +7.0% 4,616 $3.3M
CGN Advisors LLC 0.26% Reduce -7.1% 4,615 $3.3M
Valmark Advisers, Inc. 0.04% Add +7.7% 4,606 $3.3M
Haverford Trust Co 0.03% Reduce -2.5% 4,602 $3.3M
EverSource Wealth Advisors, LLC 0.10% Add +2.0% 4,598 $3.3M
Colonial Trust Co / SC 0.44% Reduce -4.0% 4,593 $3.3M
Deseret Mutual Benefit Administrators 1.10% Add +148.6% 4,574 $3.2M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 2.91% No change 4,573 $3.2M
Total Clarity Wealth Management, Inc. 0.76% Add +4.2% 4,565 $3.2M
Boston Family Office LLC 0.21% Reduce -23.8% 4,562 $3.2M
DHJJ Financial Advisors, Ltd. 1.07% Reduce -0.4% 4,558 $3.2M
DB&C Advisors, LLC 4.20% Reduce -2.1% 4,558 $3.2M
Cfo Capital Management LLC 2.66% Add +107.1% 4,588 $3.2M
Insigneo Advisory Services, LLC 0.23% Add +5.7% 4,535 $3.2M
Guerra Pan Advisors, LLC 1.99% Reduce -0.3% 4,533 $3.2M
LSV Asset Management 0.01% Add +0.4% 4,516 $3.2M
Vision Retirement, LLC 0.91% Add +2.3% 4,506 $3.2M
G&S Capital LLC 1.12% Reduce -22.0% 4,498 $3.2M
Emprise Bank 1.28% Reduce -3.2% 4,492 $3.2M
Citizens & Northern Corp. 0.79% Add +6.5% 4,487 $3.2M
GC Wealth Management RIA, LLC 0.13% Add +41.1% 4,480 $3.2M
West Branch Capital LLC 0.85% Add +150.8% 4,476 $3.2M
IronBridge Private Wealth, LLC 1.02% Reduce -39.1% 4,465 $3.2M
Old West Investment Management, LLC 0.34% No change 4,458 $3.2M
Precedent Wealth Partners, LLC 0.63% Add +0.9% 4,451 $3.2M
Beck Capital Management, LLC 0.72% New 4,445 $3.1M
Institute for Wealth Management, LLC. 0.34% Reduce -1.5% 4,440 $3.1M
Flagship Harbor Advisors, LLC 0.14% Add +11.7% 4,440 $3.1M
Founders Financial Securities LLC 0.18% Reduce -12.2% 3,992 $3.1M
Diamant Asset Management, Inc. 2.29% Add +68427.2% 3,140,603 $3.1M
RS Crum Inc. 0.61% No change 4,430 $3.1M
Northstar Advisory Group, LLC 1.20% New 4,428 $3.1M
Cigna Investments Inc. 0.49% Reduce -1.6% 4,419 $3.1M
Financial Management Network Inc. 0.48% Add +0.9% 3,972 $3.1M
Rodgers Brothers Inc. 0.36% Reduce -0.3% 4,405 $3.1M
Stamos Capital Partners, L.P. 0.49% Reduce -23.3% 4,402 $3.1M
Mainstay Capital Management LLC 0.24% Add +1.9% 4,400 $3.1M
Caption Management, LLC 0.16% Add +83.3% 4,400 $3.1M
Burke & Herbert Bank & Trust Co. 0.86% No change 4,396 $3.1M
Advisor OS, LLC 0.23% Reduce -8.6% 4,393 $3.1M
Oak Asset Management, LLC 1.07% Reduce -4.5% 4,387 $3.1M
Trinity Legacy Partners, LLC 0.67% Reduce -1.0% 3,908 $3.1M
RKL Wealth Management LLC 0.28% Add +0.1% 4,381 $3.1M
Widmann Financial Services, Inc. 1.84% Reduce -2.2% 4,375 $3.1M
Capital Advisors Inc. 0.05% Add +17.9% 4,374 $3.1M
Ticino Wealth 1.08% Reduce -1.9% 4,260 $3.1M
First Heartland Consultants, Inc. 0.24% Add +5.9% 4,361 $3.1M
Mirabella Financial Services LLP 0.31% Reduce -16.3% 4,353 $3.1M
Cooper Financial Group 0.31% Reduce -5.0% 4,348 $3.1M
AIA Group Ltd 0.04% Reduce -73.5% 4,342 $3.1M
Inman Jager Wealth Management, LLC 1.80% Reduce -1.9% 4,337 $3.1M
Stratos Investment Management, LLC 0.12% Reduce -7.9% 4,335 $3.1M
Evernest Financial Advisors, LLC 0.64% Add +1.9% 3,703 $3.1M
Great Diamond Partners, LLC 0.59% Add +372.8% 4,326 $3.1M
Investment Research & Advisory Group, Inc. 1.07% Add +3.8% 4,298 $3.1M
Sit Investment Associates Inc. 0.06% No change 4,300 $3.0M
Cascade Investment Advisors, Inc. 1.80% Reduce -17.8% 4,288 $3.0M
BankPlus Trust Department 0.81% Reduce -7.8% 4,286 $3.0M
Simon Quick Advisors, LLC 0.14% Reduce -21.1% 4,285 $3.0M
MOKAN Wealth Management Inc. 1.34% Add +767.6% 4,286 $3.0M
McLaughlin Asset Management, Inc. 2.90% Reduce -6.7% 4,282 $3.0M
Charter Research & Investment Group, Inc. 2.02% No change 4,280 $3.0M
Solstein Capital, LLC 1.24% Reduce -1.2% 4,274 $3.0M
Trust Point Inc. 0.26% Reduce -17.6% 4,268 $3.0M
Cladis Investment Advisory, LLC 1.66% Reduce -11.2% 4,265 $3.0M
Hager Investment Management Services, LLC 1.66% Reduce -3.2% 4,263 $3.0M
Hardy Reed LLC 0.22% Add +0.2% 4,256 $3.0M
Prosperity Consulting Group, LLC 0.13% Reduce -0.0% 4,254 $3.0M
Fire Capital Management LLC 1.41% Reduce -0.3% 4,252 $3.0M
Cypress Capital Group 0.34% Reduce -0.7% 4,225 $3.0M
Werlinich Asset Management, LLC 1.45% No change 4,217 $3.0M
Acorn Wealth Advisors, LLC 0.87% Add +0.4% 4,217 $3.0M
Wealthspan Partners, LLC 1.05% Add +0.1% 4,206 $3.0M
RNC Capital Management LLC 0.13% Add +0.5% 4,201 $3.0M
Farmers Trust Co. 0.46% Reduce -4.5% 4,180 $3.0M
Ingalls & Snyder LLC 0.11% Add +1.7% 4,180 $3.0M
180 Wealth Advisors, LLC 0.34% Add +53.9% 4,179 $3.0M
Evelyn Partners Investment Management LLP 0.08% Reduce -3.3% 4,179 $3.0M
Aureus Asset Management, LLC 0.20% No change 4,178 $3.0M
Lanark Financial, Inc. 0.22% Reduce -2.8% 4,177 $3.0M
TKG Advisors, LLC 1.22% Reduce -23.4% 4,174 $3.0M
Fulton Bank, N.A. 0.10% Add +6.7% 4,161 $2.9M
Westhampton Capital, LLC 1.37% Add +1.0% 4,150 $2.9M
WASHINGTON TRUST Co 0.10% Add +0.1% 4,127 $2.9M
Woodard & Co. Asset Management Group Inc. 0.47% Reduce -27.6% 4,124 $2.9M
Gibson Capital, LLC 0.54% No change 4,117 $2.9M
Horizon Kinetics Asset Management LLC 0.03% Reduce -10.8% 4,117 $2.9M
First Foundation Advisors 0.12% Add +13.8% 4,104 $2.9M
Guardian Wealth Advisors, LLC / NC 0.18% Reduce -0.2% 4,102 $2.9M
Evoke Wealth, LLC 0.05% Add +2.2% 4,100 $2.9M
SIR Capital Management, L.P. 0.27% New 4,100 $2.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.17% Reduce -3.4% 4,096 $2.9M
Garrison Point Advisors, LLC 1.32% Reduce -7.4% 4,091 $2.9M
Gryphon Financial Partners LLC 0.30% Add +23.9% 4,082 $2.9M
Donaldson Capital Management, LLC 0.09% Reduce -1.3% 4,082 $2.9M
Simplicity Wealth,LLC 0.16% Add +6.8% 4,076 $2.9M
Amarillo National Bank 0.51% Add +6.4% 4,076 $2.9M
McGlone Suttner Wealth Management, Inc. 0.38% Reduce -5.7% 4,071 $2.9M
Promethium Advisors,llc 1.49% Reduce -4.0% 4,066 $2.9M
Keudell/Morrison Wealth Management 0.59% Reduce -32.1% 4,065 $2.9M
Dumont & Blake Investment Advisors LLC 0.72% Reduce -16.4% 4,051 $2.9M
UNIVEST FINANCIAL Corp 0.16% Reduce -2.2% 4,046 $2.9M
Birch Hill Investment Advisors LLC 0.13% No change 4,044 $2.9M
Goldstone Financial Group, LLC 0.31% Reduce -7.7% 4,043 $2.9M
HWG Holdings LP 0.76% New 4,043 $2.9M
Eads & Heald Wealth Management 1.43% Reduce -23.8% 4,039 $2.9M
Westwood Holdings Group Inc. 0.02% Reduce -24.3% 4,033 $2.9M
TrustBank 1.11% Add +60.6% 4,025 $2.9M
Burford Brothers, Inc. 1.17% Add +0.8% 4,025 $2.9M
Allen Capital Group, LLC 0.26% Add +1.1% 4,020 $2.8M
Edmond DE Rothschild Holding S.A. 0.04% Reduce -95.2% 4,007 $2.8M
Martel Wealth Advisors LLC 0.48% Add +33.3% 4,000 $2.8M
Polymer Capital Management (US) LLC 0.42% Reduce -20.0% 4,000 $2.8M
Viking Fund Management LLC 0.29% No change 4,000 $2.8M
Tower Bridge Advisors 0.27% No change 4,000 $2.8M
Carlson Financial, Inc. 1.67% Reduce -10.5% 3,994 $2.8M
MCF Advisors LLC 0.12% Add +6.5% 3,983 $2.8M
Delta Investment Management, LLC 0.50% No change 3,980 $2.8M
Bluespring Wealth Management, LLC 0.24% Add +8.4% 3,968 $2.8M
Carnegie Investment Counsel 0.05% Reduce -1.4% 3,961 $2.8M
LRI Investments, LLC 0.25% Add +0.9% 3,948 $2.8M
Chicago Partners Investment Group LLC 0.06% Add +0.2% 3,453 $2.8M
BOCHK Asset Management Ltd 0.58% Add +418.4% 3,940 $2.8M
AlphaCore Capital LLC 0.07% Reduce -13.4% 3,939 $2.8M
Berkshire Asset Management LLC 0.12% Add +0.5% 3,932 $2.8M
Vivid Wealth Management, LLC 1.13% Reduce -15.8% 3,927 $2.8M
Advisors Management Group Inc. 0.51% Reduce -10.5% 3,913 $2.8M
Charles Schwab Trust Co 0.18% Reduce -29.3% 3,902 $2.8M
Everett Harris & Co. 0.04% Reduce -1.8% 3,902 $2.8M
Paradigm Asset Management Co. LLC 0.65% No change 3,900 $2.8M
SBI Securities Co., Ltd. 0.08% Add +11.1% 3,900 $2.8M
Texas Yale Capital Corp. 0.08% No change 3,896 $2.8M
Silvant Capital Management LLC 0.10% Reduce -0.6% 3,881 $2.7M
City State Bank 0.71% Reduce -1.6% 3,880 $2.7M
Fort Point Capital Partners LLC 0.36% Reduce -0.9% 3,878 $2.7M
Richards, Merrill & Peterson, Inc. 1.01% Reduce -1.3% 3,869 $2.7M
Flaharty Asset Management, LLC 0.34% Reduce -9.0% 3,867 $2.7M
Continuum Advisory, LLC 0.26% Add +21.6% 3,864 $2.7M
IVC Wealth Advisors LLC 1.19% Reduce -3.6% 3,862 $2.7M
Timothy G. Youngquist 2020 Irrevocable Trust 1.33% New 3,843 $2.7M
Campbell & CO Investment Adviser LLC 0.15% Add +64.2% 3,843 $2.7M
Van Strum & Towne Inc. 0.79% Reduce -2.2% 3,825 $2.7M
Wealth Alliance Advisory Group, LLC 0.43% Reduce -7.5% 3,819 $2.7M
Hazlett, Burt & Watson, Inc. 0.85% Add +2.1% 3,817 $2.7M
Ancora Advisors LLC 0.06% Add +3.6% 3,805 $2.7M
Mariner Investment Group LLC 1.39% New 3,800 $2.7M
Premier Path Wealth Partners, LLC 0.35% Add +13.6% 3,786 $2.7M
O'Domhnaill Enterprises, Inc. 2.16% Reduce -19.1% 3,783 $2.7M
Ballast, Inc. 0.62% Add +33.5% 3,781 $2.7M
Arax Advisory Partners 0.08% Reduce -7.2% 3,778 $2.7M
McGuire Capital Advisors Inc. 1.71% Reduce -12.6% 3,768 $2.7M
Cim Investment Management Inc. 0.71% Reduce -0.5% 3,766 $2.7M
CORDA Investment Management, LLC. 0.18% Reduce -0.5% 3,757 $2.7M
Oak Harvest Investment Services 0.28% Reduce -2.8% 3,751 $2.7M
Sava Infond d.o.o. 0.38% No change 3,750 $2.7M
DRW Securities, LLC 0.14% Add +143.4% 3,744 $2.7M
Byrne Asset Management LLC 1.58% Reduce -4.2% 3,735 $2.6M
Diversified Enterprises, LLC 0.14% Add +2.0% 3,720 $2.6M
Patten & Patten Inc. 0.16% No change 3,712 $2.6M
Blue Chip Partners, LLC 0.19% Add +0.5% 3,704 $2.6M
SouthState Bank Corp 0.12% Reduce -3.7% 3,703 $2.6M
Portside Wealth Group, LLC 0.36% Reduce -4.7% 3,699 $2.6M
Copley Financial Group, Inc. 1.58% Reduce -2.1% 3,697 $2.6M
NorthCoast Asset Management LLC 0.06% Reduce -2.6% 3,679 $2.6M
GTS Securities LLC 0.09% Reduce -65.7% 3,673 $2.6M
Kathmere Capital Management, LLC 0.16% Add +6.3% 3,672 $2.6M
First Citizens Financial Corp 1.23% Reduce -0.1% 3,667 $2.6M
Security Financial Services, INC. 0.41% Add +1.6% 3,665 $2.6M
Benin Management CORP 0.58% Add +23.6% 3,665 $2.6M
CMH Wealth Management LLC 0.45% New 3,660 $2.6M
BBR Partners, LLC 0.14% Reduce -11.6% 3,656 $2.6M
ZEGA Investments, LLC 0.49% Reduce -0.2% 3,652 $2.6M
Northwest Quadrant Wealth Management, LLC 0.54% Reduce -3.5% 3,647 $2.6M
Bridgeway Capital Management, LLC 0.05% New 3,640 $2.6M
Rehmann Capital Advisory Group 0.13% Reduce -17.9% 3,634 $2.6M
Investment Management Trust, LLC 2.51% — 3,631 $2.6M
Patrick M Sweeney & Associates, Inc. 1.65% Reduce -1.7% 3,629 $2.6M
Rooted Wealth Advisors, Inc. 0.68% Reduce -0.2% 3,219 $2.6M
Stonehage Fleming Financial Services Holdings Ltd 0.09% Reduce -17.0% 3,626 $2.6M
Missouri Trust & Investment Co 0.75% Reduce -0.7% 3,594 $2.5M
Fort Sheridan Advisors LLC 0.31% Reduce -0.1% 3,591 $2.5M
Disciplined Investors, L.L.C. 1.51% Add +0.4% 3,583 $2.5M
Lantz Financial LLC 0.52% Reduce -4.7% 3,581 $2.5M
Sunbelt Securities, Inc. 0.16% Reduce -0.6% 3,580 $2.5M
Waldron Private Wealth LLC 0.10% Add +0.3% 3,577 $2.5M
Gilbert & Cook, Inc. 0.33% Reduce -1.1% 3,565 $2.5M
Fairview Capital Investment Management, LLC 0.14% No change 3,563 $2.5M
Braeburn Wealth Management LLC 1.44% Add +3.6% 3,550 $2.5M
Quad-Cities Investment Group, LLC 1.00% Reduce -5.7% 3,549 $2.5M
Aspen Investment Management Inc 0.77% Reduce -8.3% 3,544 $2.5M
Vanguard Capital Wealth Advisors 2.33% Reduce -1.1% 3,541 $2.5M
King Wealth Management Group 0.31% Add +2.4% 3,537 $2.5M
Keel Point, LLC 0.17% Reduce -14.0% 3,531 $2.5M
BayBridge Capital Group, LLC 1.55% No change 4,364 $2.5M
Diversified Management Inc. 0.43% Add +0.5% 3,528 $2.5M
Wilkins Investment Counsel Inc. 0.36% Reduce -6.7% 3,528 $2.5M
Hancock Whitney Corp. 0.04% Reduce -1.3% 2,939 $2.5M
CRA Financial Services, LLC 0.32% Add +1.0% 3,517 $2.5M
Sovran Advisors, LLC 0.20% Reduce -1.6% 2,798 $2.5M
Strategic Blueprint, LLC 0.14% Reduce -5.9% 3,513 $2.5M
Live Oak Private Wealth LLC 0.35% Reduce -0.6% 3,505 $2.5M
Boston Research & Management Inc. 0.59% No change 3,502 $2.5M
Oakworth Capital, Inc. 0.13% Reduce -0.4% 3,500 $2.5M
Delta Financial Advisors LLC 0.65% Add +1.4% 3,498 $2.5M
Capital Group Investment Management Pte. LTD. 0.42% New 3,478 $2.5M
VUB Generali dochodkova spravcovska spolocnost, a.s. 1.94% Reduce -2.8% 3,468 $2.5M
Enclave Advisors LLC 0.35% Add +163.1% 3,467 $2.5M
Highview Capital Management LLC 0.89% Reduce -23.7% 3,466 $2.5M
Sequent Asset Management, LLC 1.17% No change 3,465 $2.5M
Canopy Partners, LLC 0.84% Reduce -2.0% 3,463 $2.5M
Fiduciary Alliance LLC 0.15% Add +47.4% 3,185 $2.5M
L2 Asset Management, LLC 0.23% Reduce -4.6% 3,458 $2.4M
RFP Financial Group LLC 1.33% Reduce -5.5% 3,442 $2.4M
Investment Partners, LTD. 0.87% Add +0.2% 3,436 $2.4M
Montis Financial, LLC 0.50% Reduce -8.8% 3,436 $2.4M
Lantern Wealth Advisors, LLC 1.24% Add +0.5% 3,424 $2.4M
Steigerwald, Gordon & Koch Inc. 0.25% Reduce -5.0% 3,417 $2.4M
Philadelphia Trust Co. 0.17% Reduce -7.6% 3,400 $2.4M
Wealth Effects LLC 0.85% Add +12.0% 3,398 $2.4M
Trek Financial, LLC 0.13% Reduce -68.1% 3,397 $2.4M
Uncommon Cents Investing LLC 0.56% Reduce -0.7% 3,381 $2.4M
MSH Capital Advisors LLC 0.51% Add +0.5% 3,374 $2.4M
Facet Wealth, Inc. 0.04% Add +21.6% 3,369 $2.4M
Rockland Trust Co. 0.10% Reduce -10.8% 3,363 $2.4M
Moody National Bank Trust Division 0.23% Add +0.4% 3,362 $2.4M
Spreng Capital Management, Inc. 1.12% Reduce -1.6% 3,360 $2.4M
Corundum Group, Inc. 0.80% Add +5.7% 3,359 $2.4M
Counterweight Ventures, LLC 1.33% Reduce -10.6% 3,358 $2.4M
Founders Financial Alliance, LLC 0.43% Add +7.3% 3,354 $2.4M
AA Financial Advisors, LLC 0.33% Add +0.8% 3,350 $2.4M
Platt Wealth Management LLC 2.31% No change 3,347 $2.4M
Montecito Bank & Trust 0.39% Reduce -0.5% 3,344 $2.4M
Magnus Financial Group LLC 0.19% Reduce -8.0% 3,342 $2.4M
PFC Capital Group, Inc. 1.04% No change 3,317 $2.3M
LexAurum Advisors, LLC 0.31% — 3,307 $2.3M
Avestar Capital, LLC 0.16% Add +4.0% 3,307 $2.3M
Providence Financial Advisors, LLC 1.33% Add +0.8% 3,298 $2.3M
InTrack Investment Management Inc 1.33% Reduce -8.9% 3,298 $2.3M
Orca Wealth Management, LLC 1.66% Reduce -0.1% 3,288 $2.3M
Paragon Advisors, LLC 0.63% New 3,282 $2.3M
Bullock Wealth Management Group 1.16% Reduce -4.9% 3,172 $2.3M
Evermay Wealth Management LLC 0.26% Add +1.1% 3,262 $2.3M
FWG Holdings, LLC 0.87% Reduce -13.7% 3,200 $2.3M
Mandatum Life Insurance Co Ltd 0.52% New 3,238 $2.3M
Bank & Trust Co 1.55% Reduce -17.1% 3,236 $2.3M
Alexander Labrunerie & Co., Inc. 0.87% No change 3,236 $2.3M
Richwood Investment Advisors, LLC 1.77% Reduce -1.2% 3,234 $2.3M
EFG International AG 0.05% Reduce -57.4% 3,233 $2.3M
Stiles Financial Services Inc 0.69% Add +1.0% 3,207 $2.3M
Provenance Wealth Advisors, LLC 0.24% Add +0.8% 3,196 $2.3M
Traphagen Investment Advisors LLC 0.18% Reduce -1.3% 3,195 $2.3M
Roxbury Financial LLC 2.03% Reduce -0.3% 3,194 $2.3M
Stillwater Wealth Management Group 1.40% Add +17.7% 3,194 $2.3M
Circle Wealth Management, LLC 0.03% Add +0.9% 3,191 $2.3M
Menard Financial Group LLC 1.58% Add +0.3% 3,187 $2.3M
Addison Capital Co 0.40% Add +23.5% 3,187 $2.3M
LBMC Investment Advisors, LLC 0.14% Add +0.8% 3,186 $2.3M
Bath Savings Trust Co 0.24% Add +4.6% 3,185 $2.3M
Centaurus Financial, Inc. 0.11% Add +5.7% 3,179 $2.3M
Dana Investment Advisors, Inc. 0.07% Reduce -4.6% 3,174 $2.2M
Mendel Money Management 0.94% Reduce -2.2% 3,172 $2.2M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.93% Add +7.3% 3,172 $2.2M
Sittner & Nelson, LLC 0.82% No change 3,169 $2.2M
Supplemental Annuity Collective Trust of NJ 0.63% Add +5.6% 3,169 $2.2M
Visionary Wealth Advisors 0.10% Reduce -0.6% 3,166 $2.2M
Meiji Yasuda Life Insurance Co 0.08% Add +148.9% 3,159 $2.2M
Kenora Financial, LLC 0.78% Add +1.3% 3,143 $2.2M
Worth Asset Management, LLC 0.83% Add +16.4% 3,132 $2.2M
Garrett Wealth Advisory Group, LLC 0.39% Add +11.3% 3,130 $2.2M
Lighthouse Financial Services Inc. 0.50% Reduce -2.7% 2,789 $2.2M
Central Pacific Bank - Trust Division 0.29% Add +0.3% 3,126 $2.2M
DV Trading LLC 0.20% Add +1851.3% 3,122 $2.2M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.19% Reduce -54.0% 3,121 $2.2M
Bison Wealth, LLC 0.21% Add +5.3% 2,450 $2.2M
Sound Income Strategies, LLC 0.11% Add +1.2% 3,026 $2.2M
Plancorp, LLC 0.06% Add +0.6% 2,793 $2.2M
Hohimer Wealth Management, LLC 0.27% Reduce -15.3% 3,116 $2.2M
HBW Advisory Services LLC 0.23% Reduce -11.2% 3,114 $2.2M
Signal Advisors Wealth, LLC 0.15% Add +15.7% 3,110 $2.2M
Prosperity Financial Group, Inc. 0.81% Add +23.5% 3,104 $2.2M
Federated Hermes, Inc. 0.00% Add +2.3% 3,098 $2.2M
MBL Wealth, LLC 0.17% Reduce -4.7% 3,094 $2.2M
Sun Financial Inc 1.09% Reduce -3.3% 2,374 $2.2M
Bridgewater Advisors Inc. 0.13% Add +0.9% 2,420 $2.2M
Keystone Financial Group 0.15% Add +21.4% 3,078 $2.2M
Gallo Partners, LP 4.16% Reduce -49.9% 3,074 $2.2M
Total Investment Management Inc. 0.25% Add +0.5% 3,073 $2.2M
Marble Harbor Investment Counsel, LLC 0.24% Reduce -8.2% 3,072 $2.2M
Cypress Wealth Services, LLC 0.31% Add +3.6% 3,066 $2.2M
Aprio Wealth Management, LLC 0.12% Add +11.0% 3,058 $2.2M
CFS Investment Advisory Services, LLC 0.15% Add +0.7% 2,720 $2.2M
1 North Wealth Services LLC 0.78% Reduce -30.3% 3,050 $2.2M
Purus Wealth Management, LLC 0.69% Add +0.7% 3,038 $2.2M
NewSquare Capital LLC 0.19% Reduce -4.3% 3,029 $2.1M
Portus Wealth Advisors, LLC 2.02% Reduce -20.5% 3,023 $2.1M
Leonard Rickey Investment Advisors P.L.L.C. 0.37% Add +27.6% 3,019 $2.1M
Summit Wealth Partners, LLC 0.34% New 3,018 $2.1M
Wealth Management Partners, LLC 0.61% Add +0.1% 3,015 $2.1M
Kennebec Savings Bank 1.91% Add +0.2% 3,008 $2.1M
Ethos Financial Group, LLC 0.16% Add +3.5% 3,292 $2.1M
Point Windward Advisors Inc. 1.08% Reduce -7.7% 3,000 $2.1M
Birinyi Associates Inc. 0.58% No change 3,000 $2.1M
Venturi Wealth Management, LLC 0.10% Reduce -11.8% 2,996 $2.1M
Childress Capital Advisors, LLC 0.38% Reduce -6.9% 2,993 $2.1M
71 West Capital Partners 0.09% Add +24.0% 2,976 $2.1M
Heartwood Wealth Advisors LLC 0.18% No change 2,975 $2.1M
Reynders McVeigh Capital Management, LLC 0.11% Add +20.5% 2,970 $2.1M
Douglas Lane & Associates, LLC 0.03% Reduce -0.1% 2,969 $2.1M
Ironwood Investment Counsel, LLC 0.30% Reduce -0.7% 2,965 $2.1M
Synergy Asset Management, LLC 0.22% Reduce -0.9% 2,965 $2.1M
Berger Financial Group, Inc 0.12% Reduce -4.3% 2,965 $2.1M
Abacus Planning Group, Inc. 0.28% Reduce -8.8% 2,960 $2.1M
Adell Harriman & Carpenter Inc. 0.13% Reduce -2.4% 2,957 $2.1M
Telos Capital Management, Inc. 0.20% Reduce -1.0% 2,951 $2.1M
Auxier Asset Management LLC 0.30% Reduce -2.6% 2,951 $2.1M
Walleye Trading LLC 0.04% New 2,946 $2.1M
Golden State Wealth Management, LLC 0.23% Reduce -4.2% 2,945 $2.1M
Legacy Financial Independent Advisors LLC 1.09% — 2,945 $2.1M
Bank of Stockton 0.65% Add +9.9% 2,945 $2.1M
PDS Planning, Inc 0.14% Reduce -0.4% 2,930 $2.1M
Hennion & Walsh Asset Management, Inc. 0.07% Add +35.4% 2,928 $2.1M
First County Bank 1.11% Reduce -1.8% 2,922 $2.1M
Vermillion Wealth Management, Inc. 0.82% Reduce -0.2% 2,921 $2.1M
Barnes Dennig Private Wealth Management LLC 2.05% Reduce -2.7% 2,918 $2.1M
Peregrine Asset Advisers, Inc. 0.56% Add +11.2% 2,912 $2.1M
Resonant Capital Advisors, LLC 0.11% Add +12.8% 2,907 $2.1M
Grandview Asset Management LLC 0.60% Reduce -0.7% 2,862 $2.1M
Harfst & Associates, Inc. 0.37% No change 2,905 $2.1M
Mechanics Financial Corp 0.86% No change 2,896 $2.1M
Global Financial Private Client, LLC 0.67% Add +12.6% 2,895 $2.1M
Occudo Quantitative Strategies LP 0.11% New 2,304 $2.1M
US Asset Management LLC 1.77% Reduce -0.3% 2,887 $2.0M
Nabity-Jensen Investment Management Inc 1.42% Add +8.7% 2,886 $2.0M
Hilltop National Bank 0.49% Reduce -0.0% 2,879 $2.0M
Kintra Wealth, LLC 0.14% Add +58.5% 2,879 $2.0M
Aire Advisors, LLC 0.37% Add +0.3% 2,878 $2.0M
Probity Advisors, Inc. 0.32% Reduce -2.6% 2,875 $2.0M
Midland Wealth Advisors, LLC 0.10% Reduce -10.8% 2,874 $2.0M
Chancellor Financial Group WB LP 1.46% Add +0.1% 2,873 $2.0M
Brookwood Investment Group LLC 0.26% Reduce -9.2% 2,873 $2.0M
Townsquare Capital LLC 0.46% Add +2.8% 2,868 $2.0M
Kercheville Advisors, LLC 0.65% Reduce -0.3% 2,865 $2.0M
Aspiriant, LLC 0.06% Add +12.9% 2,864 $2.0M
Cambient Family Office, LLC 0.28% Add +10.9% 2,862 $2.0M
Ark Wealth Advisors LLC 2.00% Add +1.0% 2,851 $2.0M
Sawgrass Asset Management LLC 0.30% No change 2,846 $2.0M
Gibbs Wealth Management 0.26% Add +131.7% 2,827 $2.0M
Chesapeake Wealth Management 0.61% Reduce -7.3% 2,822 $2.0M
Compass Ion Advisors, LLC 0.19% Reduce -1.7% 2,822 $2.0M
Paragon Capital Management LLC 0.99% Add +7.7% 2,816 $2.0M
SVB Wealth LLC 0.13% Reduce -15.1% 2,813 $2.0M
GKV Capital Management Co., Inc. 0.75% Reduce -1.0% 2,812 $2.0M
Trustmark Bank Trust Department 0.13% Reduce -6.7% 2,807 $2.0M
Klingman & Associates, LLC 0.10% Add +3.2% 2,802 $2.0M
Peavine Capital, LLC 0.44% No change 2,800 $2.0M
Quotient Wealth Partners, LLC 0.05% Reduce -0.6% 2,800 $2.0M
Legacy Financial Advisors, Inc. 0.28% Add +1.8% 2,799 $2.0M
Claris Advisors, LLC / Mo / 0.59% No change 2,798 $2.0M
CVA Family Office, LLC 0.21% Add +9.1% 2,794 $2.0M
Baring Financial LLC 1.21% Reduce -0.4% 2,793 $2.0M
First Interstate Bank 0.11% Reduce -8.8% 2,790 $2.0M
Creekside Partners 0.81% Add +0.0% 2,786 $2.0M
Elevation Advisory Partners LLC 1.84% — 3,080 $2.0M
AssuredPartners Investment Advisors, LLC 0.21% Add +227.6% 2,722 $2.0M
Prosperity Bancshares Inc 1.57% Add +2.4% 2,769 $2.0M
Cranbrook Wealth Management, LLC 0.40% Reduce -1.4% 2,768 $2.0M
Patriot Investment Management Group, Inc. 0.13% Add +0.2% 2,762 $2.0M
Trace Wealth Advisors, LLC 1.46% Add +0.3% 2,757 $2.0M
Tortoise Capital Advisors, L.L.C. 0.02% Add +51.8% 2,756 $2.0M
Farmers National Bank 0.43% Reduce -0.9% 2,752 $1.9M
CMG Global Holdings, LLC 0.92% Reduce -0.7% 2,736 $1.9M
Pathway Financial Advisors LLC 0.24% No change 2,700 $1.9M
Titleist Asset Management, LLC 0.15% Reduce -20.8% 2,731 $1.9M
Tudor Financial Inc. 0.99% Reduce -0.9% 2,727 $1.9M
First Command Advisory Services, Inc. 0.01% Add +2.5% 2,715 $1.9M
Keynote Financial Services LLC 1.03% Reduce -1.1% 2,714 $1.9M
Clare Market Investments LLC 0.40% — 2,705 $1.9M
Covenant Asset Management, LLC 0.39% Reduce -0.2% 2,698 $1.9M
Verus Capital Partners, LLC 0.13% Reduce -6.5% 2,693 $1.9M
Winebrenner Capital Management LLC 1.22% Add +0.3% 2,689 $1.9M
Key Financial Inc 0.34% Add +2.7% 2,689 $1.9M
Alexis Investment Partners, LLC 1.31% Reduce -23.8% 2,850 $1.9M
Frec Markets, Inc. 0.32% Add +25.8% 2,680 $1.9M
High Net Worth Advisory Group LLC 0.44% Reduce -5.5% 2,672 $1.9M
Inceptionr LLC 0.46% Add +398.5% 2,672 $1.9M
Rothschild Wealth LLC 0.17% Reduce -5.5% 2,671 $1.9M
Tiemann Investment Advisors, LLC 0.74% Reduce -1.6% 2,670 $1.9M
Palumbo Wealth Management LLC 0.46% Add +0.0% 2,669 $1.9M
HORAN Wealth, LLC 0.18% Add +100.0% 2,810 $1.9M
Cypress Asset Management Inc. 0.44% Add +1.6% 2,664 $1.9M
SummitTX Capital, L.P. 0.06% New 2,664 $1.9M
Capstone Financial Advisors, Inc. 0.10% Reduce -6.1% 2,663 $1.9M
Elyxium Wealth, LLC 0.60% Add +4.4% 2,653 $1.9M
Zions Bancorporation, National Association 0.12% Reduce -8.6% 2,652 $1.9M
Pinnacle Wealth Management, LLC 1.27% Reduce -21.4% 2,651 $1.9M
Quadrant Private Wealth Management, LLC 0.29% Add +11.7% 2,649 $1.9M
Washington Trust Advisors, Inc. 0.15% Reduce -0.6% 2,646 $1.9M
Richard Bernstein Advisors LLC 0.05% No change 2,643 $1.9M
Sax Wealth Advisors, LLC 0.09% Reduce -7.2% 3,268 $1.9M
Eagle Bluffs Wealth Management LLC 0.73% No change 2,641 $1.9M
Somerville Kurt F 0.49% No change 2,640 $1.9M
Toth Financial Advisory Corp. 0.21% Reduce -1.6% 2,639 $1.9M
Prestige Wealth Management Group LLC 0.37% Reduce -2.0% 2,638 $1.9M
Yoffe Investment Management, LLC 2.39% No change 2,637 $1.9M
Herold Advisors, Inc. 0.41% Reduce -6.5% 2,631 $1.9M
Klingenstein Fields & Co. LP 0.07% Add +0.1% 2,628 $1.9M
Linscomb Wealth, Inc. 0.08% Add +71.4% 2,627 $1.9M
Tradition Wealth Management, LLC 0.13% Add +1.7% 2,618 $1.9M
Brucke Financial, Inc. 0.94% Add +0.1% 2,610 $1.8M
Camarda Financial Advisors, LLC 0.97% New 2,605 $1.8M
Intellectus Partners, LLC 0.38% Reduce -0.6% 2,602 $1.8M
Cherokee Insurance Co 0.70% Reduce -20.0% 2,600 $1.8M
Acropolis Investment Management, LLC 0.08% Add +2.1% 2,593 $1.8M
Vega Investment Solutions 0.44% Add +243.2% 2,591 $1.8M
Legacy Wealth Asset Management, LLC 0.45% Add +0.4% 2,589 $1.8M
Brown, Lisle/Cummings, Inc. 0.46% Reduce -1.8% 2,587 $1.8M
Belpointe Asset Management LLC 0.07% Reduce -23.4% 2,581 $1.8M
Elite Wealth Management, Inc. 0.59% New 2,572 $1.8M
Atwood & Palmer Inc. 0.10% Add +0.1% 2,567 $1.8M
Ullmann Wealth Partners Group, LLC 0.19% Reduce -3.0% 2,561 $1.8M
Lineweaver Wealth Advisors, LLC 0.24% Reduce -14.6% 2,560 $1.8M
McAdam, LLC 0.08% Add +20.3% 2,553 $1.8M
Affinity Investment Advisors, LLC 1.13% Reduce -12.2% 2,544 $1.8M
Retirement Planning Group, LLC 0.06% Add +11.3% 2,540 $1.8M
Gladius Capital Management LP 1.38% Add +414.8% 2,538 $1.8M
Shoker Investment Counsel, Inc. 0.53% Add +0.1% 2,529 $1.8M
Platform Technology Partners 0.35% Add +12.4% 2,527 $1.8M
Allen Wealth Management, LLC 0.90% Reduce -8.8% 2,526 $1.8M
Pinnacle Wealth Planning Services, Inc. 0.18% Reduce -5.2% 2,525 $1.8M
Washburn Capital Management, Inc. 1.04% Add +1.0% 2,522 $1.8M
Retirement Guys Formula LLC 0.82% New 2,522 $1.8M
Wellspring Financial Advisors, LLC 0.13% Add +4.7% 2,521 $1.8M
Rogco, LP 0.59% Add +0.0% 2,512 $1.8M
First Commonwealth Financial Corp 0.28% Add +22.8% 2,507 $1.8M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.59% Reduce -2.8% 2,139 $1.8M
Burns J W & Co. Inc. 0.20% Reduce -13.9% 2,486 $1.8M
Arrowroot Family Office, LLC 0.58% Reduce -4.7% 2,485 $1.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.21% Add +0.4% 2,475 $1.8M
Tanglewood Legacy Advisors, LLC 0.63% No change 2,470 $1.7M
Hills Bank & Trust Co 0.08% Reduce -9.4% 2,468 $1.7M
Global Trust Wealth Management LLC 1.32% Reduce -16.7% 2,464 $1.7M
Transamerica Financial Advisors, LLC 0.15% Reduce -26.4% 2,462 $1.7M
Bluebird Wealth Management LLC 1.79% New 2,462 $1.7M
Whalen Wealth Management Inc. 0.93% Reduce -2.7% 2,462 $1.7M
Sompo Asset Management Co., Ltd. 0.32% Add +3.4% 2,460 $1.7M
Marble Wealth, LLC 0.30% Reduce -36.4% 2,456 $1.7M
Prosperitas Financial LLC 0.65% No change 2,454 $1.7M
Tidemark, LLC 0.44% Reduce -4.8% 2,453 $1.7M
LFG Wealth Partners, LLC 1.05% Add +6.9% 2,452 $1.7M
White Lighthouse Investment Management Inc. 0.24% Reduce -0.9% 2,449 $1.7M
E&G Advisors, LLC 0.39% Add +0.2% 2,449 $1.7M
Beverly Hills Private Wealth, LLC 0.29% Add +8.1% 2,449 $1.7M
Realta Investment Advisors 0.60% Reduce -13.0% 2,448 $1.7M
BSW Wealth Partners 0.21% Add +1.4% 2,446 $1.7M
Kestra Investment Management, LLC 0.03% Reduce -9.6% 2,444 $1.7M
Leisure Capital Management 0.60% Add +0.3% 2,439 $1.7M
Souders Financial Advisors 0.20% Reduce -18.4% 2,439 $1.7M
Arbor Wealth Advisors LLC 1.21% No change 2,437 $1.7M
Performance Wealth Partners, LLC 0.05% Add +7.1% 2,435 $1.7M
Trillium Asset Management, LLC 0.06% No change 2,434 $1.7M
North Star Asset Management Inc. 0.07% Add +1.4% 2,432 $1.7M
Cidel Asset Management Inc. 0.09% Add +3.6% 2,426 $1.7M
WFA of San Diego, LLC 1.37% Add +7.3% 2,409 $1.7M
Qsemble Capital Management, LP 0.13% Reduce -33.9% 2,397 $1.7M
Marks Group Wealth Management, Inc 0.16% Reduce -6.2% 2,394 $1.7M
One Capital Management, LLC 0.05% Reduce -2.7% 2,392 $1.7M
Analyst IMS Investment Management Services Ltd. 0.05% Add +8.0% 2,391 $1.7M
Seelaus Asset Management LLC 1.23% No change 2,383 $1.7M
Greenwich Wealth Management LLC 0.07% Reduce -2.2% 2,373 $1.7M
Independence Bank of Kentucky 0.21% Reduce -0.5% 2,372 $1.7M
Northstar Group, Inc. 0.25% Reduce -4.7% 2,370 $1.7M
Intrust Bank NA 0.14% Reduce -4.8% 2,364 $1.7M
10Elms LLP 1.15% Add +238.2% 2,364 $1.7M
Chesley Taft & Associates LLC 0.07% Add +1.6% 2,363 $1.7M
Edgestream Partners, L.P. 0.05% Reduce -6.6% 2,360 $1.7M
Clearstead Trust, LLC 0.27% Add +66.8% 2,358 $1.7M
Emerald Investment Advisers, LLC 0.15% — 2,355 $1.7M
Lincoln Capital LLC 0.32% No change 2,355 $1.7M
Fortem Financial Group, LLC 0.42% Reduce -0.6% 2,353 $1.7M
CDM Financial Counseling Services, Inc. 1.59% Add +0.6% 2,350 $1.7M
Kieckhefer Group LLC 0.79% Add +6.8% 2,350 $1.7M
2UniFi Bank 0.80% Add +3.7% 2,343 $1.7M
Schonfeld Strategic Advisors LLC 0.01% Add +9.0% 2,343 $1.7M
REDW Wealth LLC 0.66% Add +0.1% 2,340 $1.7M
Perpetual Ltd 0.03% Add +12.6% 2,338 $1.7M
Shepherd Street Advisors LLC 1.63% Reduce -3.6% 2,335 $1.7M
Constitution Capital LLC 0.82% No change 2,330 $1.7M
Versant Capital Management, Inc 0.16% Add +31.2% 2,327 $1.6M
TOWER TRUST & INVESTMENT Co 1.08% Reduce -8.9% 2,321 $1.6M
Southern Michigan Bank & Trust 0.63% — 2,320 $1.6M
BankChampaign, National Association 1.62% Reduce -4.7% 2,312 $1.6M
South Plains Financial, Inc. 0.95% Add +5.6% 2,309 $1.6M
LaSalle St. Investment Advisors, LLC 0.23% Add +10.2% 2,303 $1.6M
Firethorn Wealth Partners, LLC 0.60% Reduce -5.5% 2,303 $1.6M
Hexagon Capital Partners LLC 0.24% New 2,295 $1.6M
United Asset Strategies, Inc. 0.13% Reduce -1.7% 2,295 $1.6M
Talon Private Wealth, LLC 0.22% — 2,294 $1.6M
TFR Capital, LLC. 0.50% Add +4.8% 2,289 $1.6M
Cahill Financial Advisors Inc. 0.18% Add +0.1% 2,284 $1.6M
AAFMAA Wealth Management & Trust LLC 0.63% Reduce -4.7% 2,282 $1.6M
Horst & Graben Wealth Management LLC 0.22% Add +1.5% 1,950 $1.6M
Capital Advantage, Inc. 0.21% No change 2,280 $1.6M
Ascentis Wealth Management, LLC 0.34% Reduce -1.3% 2,276 $1.6M
Capital Analysts, LLC 0.04% Reduce -13.6% 2,276 $1.6M
Advyzon Investment Management, LLC 0.14% Add +12.1% 2,272 $1.6M
Well Done, LLC 0.24% Reduce -13.9% 2,271 $1.6M
Howard Capital Management, LLC 0.03% Reduce -41.7% 2,269 $1.6M
GHP Investment Advisors, Inc. 0.07% Reduce -0.4% 2,266 $1.6M
Earned Wealth Advisors, LLC 0.11% Add +4.2% 2,265 $1.6M
Fiduciary Group, LLC 0.14% Reduce -7.6% 2,264 $1.6M
Wimmer Associates 1, LLC 0.78% Add +1.9% 2,263 $1.6M
ROI Financial Advisors, LLC 0.96% Add +2.2% 2,258 $1.6M
Legacy Private Trust Co. 0.10% Add +1.2% 2,258 $1.6M
Hunter Associates Investment Management LLC 0.21% Add +0.5% 2,258 $1.6M
Financial Consulate, Inc. 0.20% Add +2.0% 2,257 $1.6M
Alteri Wealth LLC 0.52% Reduce -6.6% 2,253 $1.6M
Atlanta Consulting Group Advisors, LLC 0.34% Reduce -1.2% 2,253 $1.6M
Secure Asset Management, LLC 0.25% Add +148.2% 2,251 $1.6M
KPP Advisory Services LLC 0.23% Reduce -0.5% 2,251 $1.6M
Buck Wealth Strategies, LLC 0.20% Reduce -26.6% 2,238 $1.6M
Wealth Enhancement Trust Services, Inc. 0.19% Add +79.1% 2,232 $1.6M
Bluedoor Private Wealth, LLC 0.73% Reduce -0.3% 2,228 $1.6M
Fiduciary Family Office, LLC 0.45% Add +0.5% 2,228 $1.6M
Wealth Watch Advisors, INC 0.66% Reduce -11.2% 2,227 $1.6M
Wayfinding Financial, LLC 0.68% Add +1.3% 2,223 $1.6M
WoodTrust Financial Corp 0.20% No change 2,219 $1.6M
Pine Haven Investment Counsel, Inc 1.15% Reduce -4.8% 2,212 $1.6M
Horizon Wealth Management, LLC 0.23% Add +0.1% 2,209 $1.6M
Retirement Planning Co of New England, Inc. 0.64% Add +2.3% 2,205 $1.6M
Keebeck Wealth Management 0.18% Add +90.3% 2,205 $1.6M
Compass Capital Corp. /Ma/ 0.56% Add +2.2% 1,739 $1.6M
Sippican Capital Advisors 1.07% Reduce -12.0% 2,200 $1.6M
Patton Albertson Miller Group, LLC 0.18% Add +1.5% 2,194 $1.6M
RM Financial Services, LLC 1.34% Reduce -0.9% 2,193 $1.6M
Strategic Investment Advisors / MI 0.11% Reduce -9.9% 2,185 $1.5M
Laurel Oak Wealth Management, LLC 0.26% Reduce -4.3% 2,185 $1.5M
Cercano Management LLC 0.07% No change 2,180 $1.5M
LVM Capital Management Ltd. 0.14% No change 2,166 $1.5M
Inscription Capital, LLC 0.16% Reduce -30.9% 2,163 $1.5M
Monograph Wealth Advisors, LLC 0.14% Reduce -27.0% 2,159 $1.5M
Aberdeen Wealth Management LLC 0.70% No change 2,153 $1.5M
Astoria Portfolio Advisors LLC. 0.33% Add +2.3% 1,839 $1.5M
Thrive Wealth Management, LLC 0.23% Add +2.1% 2,148 $1.5M
YANKCOM Partnership 0.62% Reduce -14.6% 2,141 $1.5M
Cassaday & Co Wealth Management LLC 0.03% Reduce -3.7% 2,137 $1.5M
Spirepoint Private Client, LLC 0.14% Reduce -0.2% 2,137 $1.5M
Sovereign Financial Group, Inc. 0.26% Add +1.7% 2,136 $1.5M
TMB Capital Partners, LLC 0.51% Reduce -5.5% 2,134 $1.5M
Innovative Asset Advisors Group, LLC 0.87% — 2,132 $1.5M
Means Investment Co., Inc. 0.13% Reduce -1.1% 2,130 $1.5M
SHP Wealth Management 0.11% Reduce -4.8% 2,128 $1.5M
Peoples Financial Services Corp. 0.71% Reduce -1.5% 2,125 $1.5M
SageView Advisory Group, LLC 0.06% Reduce -6.6% 2,123 $1.5M
Clarus Wealth Advisors 0.64% Add +3.0% 2,074 $1.5M
W Advisors, LLC 0.77% Add +0.1% 2,113 $1.5M
Martin Capital Advisors, LLP 0.94% No change 2,111 $1.5M
Windsor Capital Management, LLC 0.45% Reduce -2.2% 2,108 $1.5M
Gleason Group, Inc. 0.15% Reduce -17.4% 2,105 $1.5M
Davidson Capital Management Inc. 0.27% Reduce -75.6% 2,100 $1.5M
TRUE Private Wealth Advisors 0.14% Reduce -5.7% 2,099 $1.5M
NWF Advisory Services Inc. 0.17% Add +17.9% 2,095 $1.5M
Obermeyer Wealth Partners 0.07% Add +2.7% 2,092 $1.5M
Cortland Associates Inc. 0.21% Reduce -4.5% 2,090 $1.5M
Intellus Advisors LLC 0.20% Reduce -8.0% 2,083 $1.5M
Latitude Advisors, LLC 0.68% Reduce -4.9% 2,080 $1.5M
Dymon Asia Capital (singapore) Pte. LTD. 0.32% New 2,080 $1.5M
Winthrop Advisory Group LLC 0.12% Reduce -0.1% 2,076 $1.5M
New Republic Capital, LLC 0.49% Reduce -35.7% 2,067 $1.5M
United Advisor Group, LLC 0.18% Add +20.9% 2,066 $1.5M
Armstrong Advisory Group, Inc. 0.10% Add +1.0% 2,060 $1.5M
Ashton Thomas Securities, LLC 0.18% Add +217.4% 2,060 $1.5M
Asset Advisory Group, Inc. 0.73% Add +0.1% 2,055 $1.5M
Dudley Capital Management, LLC 0.64% Reduce -0.1% 2,055 $1.5M
Beacon Financial Advisory LLC 0.33% Add +0.5% 2,052 $1.5M
Disciplined Equity Management, Inc. 0.73% Reduce -24.9% 2,049 $1.5M
Miramontes Capital, LLC 0.50% Reduce -0.6% 2,047 $1.5M
BCS Wealth Management 0.30% Reduce -50.3% 2,045 $1.4M
Harbor Investment Advisory, LLC 0.11% Reduce -4.0% 2,044 $1.4M
First American Bank 0.09% Reduce -2.6% 2,043 $1.4M
Victory Financial Group, LLC 0.18% Add +44.4% 2,043 $1.4M
Limestone Investment Advisors LP 0.71% New 2,040 $1.4M
Retireful, LLC 2.04% Add +5.6% 2,039 $1.4M
Mechanics Bank Trust Department 0.20% Reduce -3.0% 2,037 $1.4M
Allen Mooney & Barnes Investment Advisors LLC 0.21% Reduce -0.8% 2,035 $1.4M
Perennial Investment Advisors, LLC 0.12% Add +6.2% 2,033 $1.4M
NCM Capital Management, LLC 0.52% No change 2,030 $1.4M
GM Advisory Group, LLC 0.06% Add +2.8% 2,030 $1.4M
Walter & Keenan Wealth Management LLC /in/ 0.40% Add +0.3% 2,030 $1.4M
Kozak & Associates, Inc. 0.28% Add +0.8% 1,814 $1.4M
Heck Capital Advisors, LLC 0.11% Reduce -34.3% 2,022 $1.4M
Regal Investment Advisors LLC 0.08% Reduce -1.1% 2,019 $1.4M
Jacksonville Wealth Management, LLC 0.97% Reduce -0.9% 2,019 $1.4M
Summit Global Investments 0.08% Reduce -18.3% 2,018 $1.4M
Titan Investment Solutions Ltd 0.18% No change 2,015 $1.4M
3Chopt Investment Partners, LLC 0.33% Add +3.0% 2,014 $1.4M
LVW Advisors, LLC 0.14% Add +62.1% 2,010 $1.4M
Sage Investment Counsel LLC 1.58% Reduce -2.7% 2,006 $1.4M
Arcataur Capital Management LLC 0.40% No change 2,005 $1.4M
Mountain Pacific Investment Advisers LLC 0.24% Reduce -4.3% 2,004 $1.4M
LifePlan Financial, LLC 1.05% Reduce -3.1% 2,004 $1.4M
Landaas & Co. /Wi 0.31% Add +7.1% 2,004 $1.4M
Addison Advisors LLC 0.31% Add +0.1% 2,003 $1.4M
Saybrook Capital 0.38% No change 2,000 $1.4M
Claris Financial LLC 0.78% Reduce -0.5% 2,000 $1.4M
Lester Murray Antman dba SimplyRich 0.36% No change 1,996 $1.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -18.5% 1,785 $1.4M
Marex Group Ltd 0.01% Add +318.3% 1,991 $1.4M
Opinicus Capital, Inc. 0.99% Add +4.4% 1,988 $1.4M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 1.05% Reduce -82.9% 1,563 $1.4M
Meriwether Wealth & Planning, LLC 0.77% Reduce -0.1% 1,986 $1.4M
Dark Forest Capital Management LP 0.12% Reduce -52.5% 1,983 $1.4M
Doliver Advisors, LP 0.32% Reduce -2.6% 1,981 $1.4M
Patten Group, Inc. 0.24% Add +0.9% 1,981 $1.4M
Cahaba Wealth Management, Inc. 0.10% Reduce -1.6% 1,980 $1.4M
TRB Wealth Management, LLC 0.20% — 1,978 $1.4M
Pines Wealth Management, LLC 0.45% Reduce -4.2% 1,968 $1.4M
Reliant Investment Partners, LLC 1.15% Add +5.5% 1,966 $1.4M
Adelphi Trust Co 1.13% Reduce -2.9% 1,963 $1.4M
First National Bank of Hutchinson 0.89% Add +449.0% 1,960 $1.4M
Sweeney & Michel, LLC 0.41% Add +3.6% 1,752 $1.4M
Baker Ellis Asset Management LLC 0.16% Reduce -9.3% 1,957 $1.4M
Zullo Investment Group, Inc. 0.53% Add +0.1% 1,953 $1.4M
St. Louis Trust Co 0.16% Add +24.1% 1,952 $1.4M
Redwood Wealth Management Group, LLC 0.60% No change 1,950 $1.4M
Summit Financial Strategies, Inc. 0.11% No change 1,949 $1.4M
August Group Capital Ltd 1.60% Reduce -13.0% 1,947 $1.4M
Coastal Bridge Advisors, LLC 0.10% Add +6.9% 1,945 $1.4M
Providence First Trust Co 0.48% Add +3.9% 1,944 $1.4M
Parr McKnight Wealth Management Group, LLC 0.18% Reduce -0.3% 1,943 $1.4M
Sterling Wealth Management, Inc. 0.38% No change 1,943 $1.4M
Olistico Wealth, LLC 0.68% Add +1.8% 1,942 $1.4M
Bedel Financial Consulting, Inc. 0.16% Reduce -0.9% 1,941 $1.4M
First Financial Bankshares Inc 0.03% Reduce -3.5% 1,929 $1.4M
Waratah Capital Advisors Ltd. 0.12% Reduce -93.3% 1,928 $1.4M
Williamson Legacy Group, LLC 1.02% Add +91.5% 1,925 $1.4M
Waterloo Capital, L.P. 0.10% Reduce -3.5% 1,916 $1.4M
Boston Partners 0.00% Add +0.2% 1,915 $1.4M
Sunpointe, LLC 0.44% Add +24.0% 1,914 $1.4M
Financial Engines Advisors L.L.C. 0.00% Reduce -1.1% 1,913 $1.4M
Allen Investment Management, LLC 0.02% No change 1,913 $1.4M
Everpar Advisors LLC 0.47% Add +9.2% 1,910 $1.4M
Purkiss Capital Advisors LLC 0.59% No change 1,905 $1.3M
Trust Co 0.13% Add +28.4% 1,903 $1.3M
Bantamac Capital, LLC 0.98% No change 1,900 $1.3M
Breakwater Capital Group 0.18% Reduce -2.8% 1,899 $1.3M
Tompkins Financial Corp. 0.11% Add +9.6% 1,893 $1.3M
Appleton Partners Inc. 0.09% Add +0.3% 1,893 $1.3M
Bill Few Associates, Inc. 0.32% Reduce -10.3% 1,891 $1.3M
Cascades Capital Asset Management, LLC 0.57% Reduce -9.8% 1,884 $1.3M
Centurion Wealth Management LLC 0.30% No change 1,883 $1.3M
Beaumont Financial Advisors, LLC 0.09% Reduce -2.7% 1,882 $1.3M
Ameriflex Group, Inc. 0.67% Add +21.6% 1,878 $1.3M
Operose Advisors LLC 0.31% Add +2.9% 1,876 $1.3M
Xxi Wealth, LLC 0.75% Add +4.7% 1,874 $1.3M
Clear Creek Financial Management, LLC 0.10% Add +11.0% 1,873 $1.3M
Signature Estate & Investment Advisors LLC 0.03% Add +7.6% 1,873 $1.3M
Wagner Wealth Management, LLC 0.27% Add +7.3% 1,866 $1.3M
KKM Financial LLC 0.23% No change 2,297 $1.3M
Guardian Asset Advisors, LLC 0.77% Reduce -2.4% 1,856 $1.3M
Westmount Partners, LLC 0.32% Add +0.8% 1,855 $1.3M
Ostrum Asset Management 0.07% Reduce -48.1% 1,855 $1.3M
Bell Bank 0.06% Reduce -3.4% 1,854 $1.3M
Cornerstone Select Advisors, LLC 0.82% Add +7.7% 1,853 $1.3M
Morse Asset Management, Inc 0.27% Add +0.5% 1,852 $1.3M
Wrapmanager Inc. 0.46% Reduce -6.0% 1,851 $1.3M
Montz Harcus Wealth Management LLC 0.53% Add +0.9% 1,848 $1.3M
Smith Chas P & Associates Pa Cpas 0.07% Add +7.5% 1,845 $1.3M
Fiera Capital Corp 0.00% No change 1,845 $1.3M
Marion Wealth Management 0.29% Add +0.1% 1,844 $1.3M
RMR Wealth Builders 0.10% Reduce -0.3% 1,844 $1.3M
Excalibur Management Corp. 0.47% Reduce -1.5% 1,843 $1.3M
Sterling Investment Advisors, Ltd. 0.24% Reduce -0.5% 1,841 $1.3M
Harris Associates (Oakmark Funds) 0.00% Reduce -23.6% 1,840 $1.3M
Cardiff Park Advisors, LLC 0.10% Reduce -0.1% 1,836 $1.3M
Impact Capital Partners LLC 0.39% Add +0.4% 1,832 $1.3M
Baldwin Wealth Partners LLC 0.09% Reduce -0.9% 1,831 $1.3M
William John Sempolinski 0.65% Add +12.3% 1,830 $1.3M
Sfmg, LLC 0.09% Add +15.8% 1,829 $1.3M
Fulton Breakefield Broenniman LLC 0.08% Reduce -5.8% 1,823 $1.3M
Fairvoy Private Wealth, LLC 0.31% Reduce -7.4% 1,821 $1.3M
Calton & Associates, Inc. 0.19% Reduce -21.2% 1,820 $1.3M
Cornerstone Advisory, LLC 0.12% Add +0.7% 1,818 $1.3M
Cauble & Harre Wealth Management, Inc. 1.03% Reduce -10.8% 1,412 $1.3M
Pacifica Partners Inc. 0.43% Reduce -0.6% 1,816 $1.3M
Aft, Forsyth & Company, Inc. 0.61% No change 1,815 $1.3M
Icon Wealth Advisors, LLC 0.08% Reduce -26.5% 1,587 $1.3M
FUKOKU MUTUAL LIFE INSURANCE Co 0.08% No change 1,811 $1.3M
Bensler, LLC 0.13% Reduce -2.7% 1,810 $1.3M
Canal Capital Management, LLC 0.17% Add +5.2% 1,808 $1.3M
626 Financial, LLC 0.57% Reduce -10.3% 1,807 $1.3M
J.Safra Asset Management Corp 0.07% No change 1,806 $1.3M
Diligent Investors, LLC 0.32% Add +6.1% 1,806 $1.3M
McBroom & Associates, LLC 0.71% No change 1,806 $1.3M
Moment Partners, LLC 0.23% No change 1,806 $1.3M
Wolverine Asset Management LLC 0.07% New 1,806 $1.3M
LCNB Corp. 0.43% Add +12.7% 1,804 $1.3M
Lakeside Advisors, INC. 0.85% Add +0.8% 1,803 $1.3M
Algebris (uk) Ltd. 0.09% New 1,805 $1.3M
Lakeridge Wealth Management LLC 0.55% Add +1.0% 1,801 $1.3M
Violich Capital Management, Inc. 0.15% No change 1,800 $1.3M
Madison Asset Management, LLC 0.02% Reduce -78.5% 1,799 $1.3M
Summit Wealth Group LLC / Co. 0.13% Add +15.0% 1,795 $1.3M
Redhawk Wealth Advisors, Inc. 0.14% Add +8.5% 1,794 $1.3M
Rational Advisors, Inc. 0.14% Reduce -4.7% 1,792 $1.3M
Optas, LLC 0.19% Add +4.1% 1,792 $1.3M
Aster Capital Management (DIFC) Ltd 0.41% New 3,849 $1.3M
Quent Capital, LLC 0.09% Add +5.0% 1,791 $1.3M
Alta Advisers Ltd 0.46% No change 1,791 $1.3M
KRM Wealth Management L.L.C. 0.66% Add +0.2% 1,791 $1.3M
Veracity Capital LLC 0.45% Reduce -10.1% 1,790 $1.3M
Hamel Associates, Inc. 0.36% Reduce -2.7% 1,791 $1.3M
Capstone Wealth Management Group, LLC 0.53% Add +15.0% 1,786 $1.3M
Accredited Investors Inc. 0.07% Reduce -0.2% 1,785 $1.3M
Tarbox Family Office, Inc. 0.21% Reduce -8.4% 1,783 $1.3M
GWN Securities Inc. 0.24% Add +11.2% 1,782 $1.3M
Core Alternative Capital 0.37% Add +6.2% 1,780 $1.3M
Angeles Wealth Management, LLC 0.07% Add +23.1% 1,777 $1.3M
Blackhawk Capital Partners, LLC 0.46% Reduce -26.9% 1,775 $1.3M
Sanders Morris Harris LLC 0.20% New 1,775 $1.3M
Planning Alternatives Ltd. 0.16% Add +20.1% 1,774 $1.3M
Cpwa, LLC 1.50% — 1,355 $1.3M
Fortis Capital Management LLC 0.17% Add +236.2% 1,772 $1.3M
Davis Investment Partners, LLC 0.44% Add +0.1% 1,771 $1.3M
Portfolio Design Labs, LLC 0.22% Reduce -44.5% 1,769 $1.3M
Taylor Financial Group, Inc. 0.76% Add +0.9% 1,768 $1.3M
DMC Group, LLC 0.85% Reduce -8.6% 1,767 $1.3M
Larry Mathis Financial Planning, LLC 1.12% Reduce -3.1% 1,762 $1.2M
Secured Retirement Advisors, LLC 0.71% Reduce -31.0% 1,762 $1.2M
Vigil Wealth Management, LLC 1.00% Add +1.1% 1,753 $1.2M
Transcend Capital Advisors, LLC 0.10% Reduce -2.1% 1,753 $1.2M
Future Fund LLC 0.44% Add +40.8% 1,752 $1.2M
Waycross Partners, LLC 0.12% Reduce -25.5% 1,750 $1.2M
SmartHarvest Portfolios, LLC 0.52% Reduce -13.9% 1,748 $1.2M
Wulff, Hansen & Co. 1.26% Reduce -7.9% 1,745 $1.2M
Townsend Asset Management Corp. /NC/ 0.45% Add +39.4% 1,743 $1.2M
Opal Wealth Advisors, LLC 0.28% Reduce -1.0% 1,742 $1.2M
Bayban 1.07% Add +4.4% 1,742 $1.2M
TCV Trust & Wealth Management, Inc. 0.10% Reduce -1.7% 1,741 $1.2M
Foster Group, Inc. 0.04% Add +4.4% 1,739 $1.2M
Fragasso Financial Advisors Inc 0.07% Add +53.6% 1,706 $1.2M
Lafayette Investments, Inc. 0.25% No change 1,736 $1.2M
Gerber Kawasaki Wealth & Investment Management 0.04% Reduce -8.6% 1,733 $1.2M
Abel Hall, LLC 0.26% Add +16.8% 1,733 $1.2M
Karani Asset Management LLC 1.07% New 1,732 $1.2M
LifeSteps Financial, Inc. 0.78% Reduce -0.8% 1,732 $1.2M
Relyea Zuckerberg Hanson LLC 0.12% Add +2.5% 1,731 $1.2M
DSG Capital Advisors, LLC 0.20% New 1,730 $1.2M
Orser Capital Management, LLC 0.80% Add +16.1% 1,729 $1.2M
Base Wealth Management LLC 0.68% Reduce -13.4% 1,724 $1.2M
Silphium Asset Management Ltd 0.46% New 1,723 $1.2M
One Degree Advisors Inc 0.32% Add +0.1% 1,722 $1.2M
Wealth Quarterback LLC 0.48% Add +0.1% 1,717 $1.2M
Check Capital Management Inc. 0.07% No change 1,717 $1.2M
Zinnia Wealth Advisory, LLC 1.36% Reduce -14.2% 1,716 $1.2M
Basecamp Wealth Advisors LLC 0.25% No change 1,710 $1.2M
Vicus Capital 0.09% Add +1.9% 1,709 $1.2M
Grove Bank & Trust 0.14% Reduce -3.8% 1,708 $1.2M
Hall Laurie J Trustee 0.43% No change 1,707 $1.2M
Kohmann Bosshard Financial Services, LLC 0.12% No change 1,706 $1.2M
Woodley Farra Manion Portfolio Management Inc. 0.06% Reduce -6.4% 1,702 $1.2M
Capital Square, LLC 0.56% Reduce -9.4% 1,450 $1.2M
Garner Asset Management Corp 0.47% Reduce -8.1% 1,698 $1.2M
Pettyjohn, Wood & White, Inc. 0.19% Reduce -2.9% 1,696 $1.2M
Ofc Financial Planning, LLC 1.18% No change 1,695 $1.2M
KFA Private Wealth Group, LLC 0.29% Reduce -12.3% 1,686 $1.2M
PSI Advisors, LLC 0.29% Add +6.8% 1,685 $1.2M
Ellevest, Inc. 0.17% Add +1.2% 1,682 $1.2M
Carret Asset Management, LLC 0.12% Reduce -10.7% 1,677 $1.2M
WealthPLAN Partners, LLC 0.23% Add +3.3% 1,677 $1.2M
Annis Gardner Whiting Capital Advisors, LLC 0.19% Add +15.5% 1,677 $1.2M
Balefire, LLC 0.22% Add +1.3% 1,676 $1.2M
Nadler Financial Group, Inc. 0.11% Add +3.1% 1,675 $1.2M
Burton Enright Welch 0.16% Add +1.9% 1,672 $1.2M
Consilium Wealth Advisory, LLC 0.40% Add +56.5% 1,672 $1.2M
Mosaic Advisors LLC 1.78% New 1,425 $1.2M
Charis Legacy Partners, LLC 1.73% No change 1,670 $1.2M
Bogart Wealth, LLC 0.05% Add +0.2% 1,670 $1.2M
Wealth Alliance, LLC 0.12% Reduce -3.9% 1,668 $1.2M
Novem Group 0.14% Reduce -2.5% 1,665 $1.2M
Quantum Financial Advisors, LLC 0.13% Reduce -43.7% 1,663 $1.2M
BlueSky Wealth Advisors, LLC 0.15% Add +3.6% 1,662 $1.2M
Ridgecrest Wealth Partners, LLC 0.65% Reduce -0.6% 1,660 $1.2M
Red Door Wealth Management, LLC 0.12% Add +0.1% 1,658 $1.2M
Mine & Arao Wealth Creation & Management, LLC. 0.49% Add +0.1% 1,656 $1.2M
Regent Peak Wealth Advisors LLC 0.24% Add +3.6% 1,654 $1.2M
McGowan Group Asset Management, Inc. 0.15% Add +3.8% 1,653 $1.2M
Bigelow Investment Advisors, LLC 0.47% Reduce -0.8% 1,651 $1.2M
Taylor Hoffman Capital Management LLC 0.36% Reduce -1.7% 1,651 $1.2M
Bryn Mawr Trust Advisors, LLC 0.06% Reduce -20.5% 1,649 $1.2M
Citizens Business Bank 0.19% Reduce -0.9% 1,648 $1.2M
WealthTrust Axiom LLC 0.29% Add +0.7% 1,647 $1.2M
Kaydan Wealth Management, Inc. 0.39% No change 1,643 $1.2M
Advisory Resource Group 0.20% Add +0.6% 1,642 $1.2M
Affinity Capital Advisors, LLC 0.16% Add +1.2% 1,642 $1.2M
Crewe Advisors LLC 0.10% Add +1.2% 1,630 $1.2M
Merrithew & Thorsten Inc 1.09% Add +0.2% 1,628 $1.2M
Cooper/Haims Advisors, LLC 0.54% Add +3.0% 1,627 $1.2M
Financial Partners Group, Inc 0.14% Reduce -1.5% 1,625 $1.2M
Stonebridge Financial Group, LLC 0.09% Reduce -14.6% 1,624 $1.2M
Silvia McColl Wealth Management, LLC 0.76% No change 1,622 $1.1M
Parisi Gray Wealth Management 0.27% Add +111.5% 1,622 $1.1M
Accel Wealth Management 0.30% Add +6.2% 1,621 $1.1M
Barr E S & Co. 0.07% Reduce -0.9% 1,620 $1.1M
Goldenstone Wealth Management LLC 0.83% Reduce -3.7% 1,619 $1.1M
Nikulski Financial, Inc. 0.28% No change 1,618 $1.1M
Planning Center, Inc. 0.12% Add +22.3% 1,618 $1.1M
Stokes Family Office, LLC 0.12% Reduce -11.1% 1,614 $1.1M
Pacific Point Advisors, LLC 0.60% Add +0.3% 1,613 $1.1M
Fagan Associates, Inc. 0.16% Reduce -2.9% 1,612 $1.1M
Ranch Capital Advisors Inc. 0.42% Reduce -3.1% 1,611 $1.1M
Hilton Head Capital Partners, LLC 0.64% Add +1.0% 1,611 $1.1M
FSM Wealth Advisors, LLC 0.15% Add +0.1% 1,609 $1.1M
Main Street Financial Solutions, LLC 0.08% Add +71.0% 1,604 $1.1M
Raleigh Capital Management Inc. 0.39% Reduce -2.5% 1,603 $1.1M
Pursue Wealth Partners LLC 0.68% No change 1,600 $1.1M
WESCAP Management Group, Inc. 0.22% No change 1,600 $1.1M
Grant Private Wealth Management Inc 0.60% Add +17.8% 1,599 $1.1M
Camden National Bank 0.15% Reduce -2.3% 1,597 $1.1M
Valley National Advisers Inc. 0.15% Add +1.3% 1,598 $1.1M
Rosenberg Matthew Hamilton 0.23% Reduce -0.3% 1,596 $1.1M
Thayer Partners, LLC / MA 0.54% Reduce -3.0% 1,596 $1.1M
Frisch Financial Group, Inc. 0.24% Reduce -2.8% 1,591 $1.1M
Wellington Grp LLC 0.35% Add +20.4% 1,590 $1.1M
Raab & Moskowitz Asset Management LLC 0.25% Reduce -4.5% 1,587 $1.1M
Defiance ETFs, LLC 0.02% New 1,586 $1.1M
Purpose Unlimited Inc. 0.05% Reduce -5.8% 1,586 $1.1M
Acorns Advisers, LLC 0.01% Add +9.2% 1,585 $1.1M
Congress Park Capital LLC 0.34% Add +19.2% 1,585 $1.1M
Liberty Square Wealth Partners LLC 0.31% Reduce -3.1% 1,585 $1.1M
JB Capital LLC 0.05% Add +14.4% 1,584 $1.1M
Alpine Bank Wealth Management 0.16% Reduce -0.4% 1,580 $1.1M
Gradient Investments LLC 0.02% Reduce -10.1% 1,575 $1.1M
Mirador Capital Partners LP 0.16% Add +8.0% 1,573 $1.1M
Hartford Funds Management Co LLC 0.10% Reduce -47.0% 1,569 $1.1M
CenterStar Asset Management, LLC 1.07% New 1,572 $1.1M
Mindset Wealth Management, LLC 0.30% Add +29.0% 1,566 $1.1M
Investment Advisory Services Inc. /TX 0.35% Add +1.1% 1,565 $1.1M
SeaBridge Investment Advisors LLC 0.19% No change 1,565 $1.1M
Brady Martz Wealth Solutions, LLC 0.19% Add +39.7% 1,563 $1.1M
Revisor Wealth Management LLC 0.31% Reduce -8.8% 1,587 $1.1M
Fortress Private Ledger, LLC 0.35% Add +4.8% 1,559 $1.1M
Woodstock Corp. 0.10% No change 1,557 $1.1M
Empirical Asset Management, LLC 0.29% Reduce -41.6% 1,556 $1.1M
Contravisory Investment Management, Inc. 0.23% Reduce -2.8% 1,555 $1.1M
Trinity Financial Advisors LLC 0.31% No change 1,550 $1.1M
Sendero Wealth Management, LLC 0.12% Reduce -1.1% 1,549 $1.1M
Gould Asset Management LLC 0.19% Reduce -0.6% 1,545 $1.1M
Strategic Equity Management 0.41% Add +0.2% 1,542 $1.1M
SAM Advisors, LLC 0.34% No change 1,540 $1.1M
Stonebridge Capital Advisors LLC 0.08% Reduce -5.8% 1,539 $1.1M
Harbour Trust & Investment Management Co 0.12% Reduce -2.2% 1,539 $1.1M
Magnolia Capital Advisors LLC 0.21% Add +10.8% 1,535 $1.1M
Juno Financial Group LLC 0.43% Add +0.1% 1,533 $1.1M
Leo Wealth, LLC 0.08% Add +1.8% 1,531 $1.1M
Pitcairn Wealth Advisors LLC 0.10% No change 1,890 $1.1M
Hickory Point Bank & Trust 0.71% Reduce -43.4% 1,526 $1.1M
Van Hulzen Asset Management, LLC 0.08% Reduce -12.1% 1,516 $1.1M
Millington Financial Advisors, LLC 0.45% Add +0.1% 1,295 $1.1M
Rossby Financial, LCC 0.22% Add +10.9% 1,469 $1.1M
Union Savings Bank 0.47% No change 1,511 $1.1M
Nvwm, LLC 0.24% Reduce -27.3% 1,510 $1.1M
Jeppson Wealth Management, LLC 0.33% Reduce -3.2% 1,501 $1.1M
Chickasaw Capital Management LLC 0.04% No change 1,500 $1.1M
Slocum, Gordon & Co LLP 0.72% Reduce -40.0% 1,500 $1.1M
Rbo & Co. LLC 0.17% No change 1,500 $1.1M
Focused Alpha, LLC 0.33% Add +46.5% 1,493 $1.1M
MRA Advisory Group 0.43% Reduce -4.2% 1,491 $1.1M
Legacy Trust 0.20% Reduce -12.6% 1,491 $1.1M
Trustco Bank Corp. N Y 0.94% No change 1,488 $1.1M
Waters Parkerson & Co., LLC 0.05% No change 1,488 $1.1M
FSA Advisors, Inc. 0.69% Add +271.8% 1,487 $1.1M
Expressive Wealth LLC 1.00% Add +3.2% 1,136 $1.1M
Three Seasons Wealth, LLC 0.40% Add +24.8% 1,485 $1.1M
Trivium Point Advisory, LLC 0.19% Reduce -54.0% 1,482 $1.0M
Caitong International Asset Management Co., Ltd 0.19% New 1,479 $1.0M
55 North Private Wealth, LLC 0.27% Add +8.1% 1,476 $1.0M
Cromwell Holdings LLC 0.59% No change 1,476 $1.0M
Bravera Wealth 0.47% No change 1,476 $1.0M
Teucrium Investment Advisors, LLC 0.81% Reduce -47.2% 1,473 $1.0M
OneAscent Wealth Management LLC 0.34% Reduce -0.1% 1,473 $1.0M
Jump Financial, LLC 0.02% Reduce -77.3% 1,470 $1.0M
Goepper Burkhardt LLC 0.35% Reduce -35.3% 1,467 $1.0M
Baron Wealth Management LLC 0.31% Add +2.1% 1,460 $1.0M
Philadelphia Investment Partners, LLC 0.70% — 1,459 $1.0M
Seeds Investor LLC 0.14% Add +76.9% 1,300 $1.0M
Paulson Wealth Management Inc. 0.24% Reduce -17.1% 1,452 $1.0M
Range Financial Group LLC 0.34% Reduce -1.0% 1,451 $1.0M
Transcendent Capital Group LLC 0.47% Reduce -7.8% 1,450 $1.0M
McCollum Christoferson Group LLC 0.31% Add +3.6% 1,450 $1.0M
AF Advisors, Inc. 0.57% Reduce -29.8% 1,449 $1.0M
Next Level Private LLC 0.23% Add +4.8% 1,448 $1.0M
Vann Equity Management LLC 0.73% — 1,446 $1.0M
Verity Asset Management, Inc. 0.43% Add +1.2% 1,444 $1.0M
Carrera Capital Advisors 0.16% Reduce -0.1% 1,443 $1.0M
Chase Investment Counsel Corp. 0.27% Add +57.0% 1,443 $1.0M
Bouchey Financial Group, Ltd. 0.07% Add +32.5% 1,298 $1.0M
Sanchez Wealth Management Group 0.22% Reduce -0.6% 1,439 $1.0M
Sanchez Levi Garrett 0.64% — 1,439 $1.0M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.42% Reduce -11.4% 1,438 $1.0M
Northside Capital Management, LLC 0.09% Reduce -19.9% 1,437 $1.0M
FCG Investment Co 0.45% — 1,437 $1.0M
Wellington-Altus USA Inc. 0.60% Add +258.3% 953 $1.0M
Momentum Wealth Planning, LLC 0.93% New 1,429 $1.0M
Diversify Advisory Services, LLC 0.16% Reduce -69.6% 1,250 $1.0M
Blankinship & Foster, LLC 0.22% No change 1,426 $1.0M
Tempo Wealth, LLC 0.18% Add +10.2% 1,423 $1.0M
Foster Dykema Cabot & Partners, LLC 0.06% No change 1,418 $1.0M
Tumwater Wealth Management, LLC 0.40% Add +3.4% 1,415 $1.0M
Laurel Wealth Advisors LLC 0.10% No change 1,117 $1.0M
Charter Oak Capital Management, LLC 0.08% Reduce -1.3% 1,414 $1.0M
Clark Asset Management, LLC 0.09% Reduce -0.3% 1,414 $1.0M
WestHill Financial Advisors, Inc. 0.19% Reduce -1.7% 1,411 $1000K
Income Insurance Ltd 0.68% No change 1,409 $998K
Meadow Creek Wealth Advisors LLC 0.65% Reduce -5.7% 1,409 $998K
Monetta Financial Services Inc. 0.77% New 1,400 $992K
Acima Private Wealth, LLC 0.31% No change 1,400 $992K
Penn Davis McFarland Inc. 0.10% Reduce -12.5% 1,400 $992K
Capital Advisors Wealth Management, LLC 0.13% Add +1.4% 1,398 $991K
Convergence Financial, LLC 0.10% Add +8.1% 1,357 $990K
West Paces Advisors Inc. 0.19% Reduce -5.1% 1,396 $989K
apricus wealth, LLC 0.48% No change 1,394 $988K
Coyle Financial Counsel LLC 0.21% Add +1.8% 1,394 $988K
Moss Adams Wealth Advisors LLC 0.07% Add +6.5% 1,393 $987K
49 Wealth Management, LLC 0.07% Reduce -6.3% 1,390 $985K
WJ Financial Advisors LLC 0.80% Add +0.2% 1,390 $985K
Forbes J M & Co. LLP 0.08% No change 1,390 $985K
Davidson Investment Advisors 0.04% Reduce -2.8% 1,389 $984K
SJS Investment Consulting Inc. 0.12% Reduce -41.5% 1,388 $983K
Avity Investment Management Inc. 0.07% No change 1,385 $981K
Xcelsior Advisor Partners LLC 0.37% No change 1,381 $978K
ZWJ Investment Counsel Inc. 0.04% Reduce -64.2% 1,381 $978K
VeraBank, N.A. 0.18% No change 1,378 $976K
David J Yvars Group 0.55% Add +3.8% 1,377 $975K
Fca Corp. 0.28% Reduce -4.8% 1,375 $974K
Cane Capital Partners, LLC 0.43% Add +1.3% 1,371 $972K
Caliber Wealth Management, LLC / KS 0.11% Reduce -0.2% 1,371 $971K
Henderson Brothers Financial Partners, LLC 0.25% — 1,369 $970K
Polymer Capital Management (HK) LTD 0.14% Reduce -73.8% 1,368 $969K
Hollencrest Capital Management 0.04% Add +6.9% 1,366 $968K
Capital Planning Advisors, LLC 0.14% Reduce -42.5% 1,365 $967K
Elwood & Goetz Wealth Advisory Group, LLC 0.16% Reduce -10.6% 1,364 $966K
Planned Solutions, Inc. 0.32% Reduce -15.7% 1,362 $965K
Capula Management Ltd 0.01% Reduce -99.2% 1,362 $965K
Smart Portfolios, LLC 0.96% Reduce -0.4% 1,361 $964K
CacheTech Inc. 0.19% Add +1.5% 1,361 $964K
Elgethun Capital Management 0.16% Add +22.2% 1,360 $964K
Kaizen Financial Strategies 0.41% Add +3.5% 1,247 $963K
Wendell David Associates Inc. 0.10% Reduce -5.9% 1,358 $962K
First Pacific Financial 0.12% Reduce -0.1% 1,356 $961K
Stableford Capital II LLC 0.36% Reduce -51.9% 1,353 $959K
Wescott Financial Advisory Group, LLC 0.08% Add +0.3% 1,352 $958K
Uniting Wealth Partners, LLC 0.20% Reduce -5.1% 1,351 $957K
Thomas Story & Son LLC 0.37% No change 1,350 $956K
NFSG Corp 0.16% Add +135.3% 1,346 $953K
Traveka Wealth, LLC 0.36% No change 1,344 $952K
Center For Asset Management LLC 0.47% Reduce -0.4% 1,344 $952K
First Growth Capital LLC 0.86% Add +3.3% 1,299 $949K
MJP Associates Inc. 0.12% Add +2.5% 1,338 $948K
Banque Pictet & Cie SA 0.01% Add +234.3% 1,337 $947K
Mengis Capital Management, Inc. 0.16% Reduce -1.5% 1,336 $947K
Palogic Value Management, L.P. 0.42% Reduce -4.8% 1,336 $947K
Hardin Capital Partners, LLC 0.44% Add +1.9% 1,335 $946K
China Universal Asset Management Co., Ltd. 0.07% Add +9.2% 1,333 $944K
44 Wealth Management LLC 0.33% Reduce -0.4% 1,332 $944K
Grant Street Asset Management, Inc. 0.18% Reduce -6.4% 1,332 $944K
Cary Street Partners Investment Advisory LLC 0.24% Add +6.5% 1,331 $943K
McMill Wealth Management 0.25% No change 1,331 $943K
Grey Ledge Advisors, LLC 0.21% Reduce -15.8% 1,330 $943K
Triad Wealth Partners, LLC 0.07% Add +16.1% 1,329 $942K
Destination Wealth Management 0.02% Add +12.7% 1,326 $939K
CYBER HORNET ETFs LLC 0.61% Reduce -9.6% 1,286 $938K
Register Financial Advisors LLC 0.35% No change 1,324 $938K
Peoples Bank 0.94% Reduce -3.6% 1,323 $937K
Avantra Family Wealth, Inc. 0.70% Add +45.9% 1,320 $935K
Rise Advisors, LLC 0.33% Add +0.7% 1,280 $935K
YHB Investment Advisors, Inc. 0.07% Reduce -21.8% 1,318 $934K
Severin Investments, LLC 0.80% Reduce -30.7% 1,316 $932K
Orrstown Financial Services Inc. 0.16% Reduce -2.1% 1,312 $930K
FSB Premier Wealth Management, Inc. 0.29% Add +7.3% 1,311 $929K
Meadowbrook Wealth Management, LLC 1.23% Reduce -2.6% 1,310 $928K
VestGen Investment Management 0.51% Reduce -5.3% 1,309 $927K
Balboa Wealth Partners 0.16% Reduce -6.0% 1,308 $927K
Symphony Financial, Ltd. Co. 0.12% Reduce -17.5% 1,322 $926K
Commonwealth Financial Services, LLC 0.15% Add +20.0% 1,307 $926K
CarsonAllaria Wealth Management, Ltd. 0.46% Reduce -9.1% 1,306 $925K
Oakmont Investment Advisors, Inc. 0.85% Add +0.1% 1,304 $924K
Second Line Capital, LLC 0.17% Add +10.5% 1,038 $924K
Sivia Capital Partners, LLC 0.18% Reduce -24.3% 1,304 $924K
Axq Capital, LP 0.12% New 1,302 $922K
Alchemi Wealth, LLC 0.51% Reduce -0.1% 1,301 $922K
Donoghue Forlines LLC 0.26% Reduce -69.3% 1,301 $922K
Merrion Investment Management Co, LLC 0.49% No change 1,300 $921K
Werba Rubin Papier Wealth Management 0.13% Add +52.3% 1,299 $920K
MFA Wealth Services 0.61% Reduce -3.2% 1,298 $920K
Elser Financial Planning, Inc 0.04% No change 1,279 $920K
Annex Advisory Services, LLC 0.02% Add +14.6% 1,297 $919K
Sandy Cove Advisors, LLC 0.27% Add +1.3% 1,296 $918K
Blueshift Asset Management, LLC 0.28% Add +34.5% 1,295 $917K
XY Planning Network, Inc. 0.15% Add +17.6% 1,256 $917K
S.A. Mason LLC 0.34% No change 1,295 $917K
Fund Advisors of America Inc 0.93% Add +1.9% 1,294 $917K
Insight Advisors, LLC/ PA 0.17% Reduce -1.4% 1,291 $914K
Birchcreek Wealth Management, LLC 0.44% Add +13.3% 1,290 $914K
Daner Wealth Management, LLC 0.54% Reduce -27.0% 1,000 $912K
Athena Investment Management 0.47% Reduce -12.2% 1,287 $912K
Madison Wealth Partners, Inc 0.15% Add +40.4% 1,286 $911K
Tripletail Wealth Management, LLC 1.24% Reduce -19.6% 1,266 $908K
Warwick Investment Management, Inc. 0.13% Add +2.6% 1,279 $906K
Integrated Investment Consultants, LLC 0.19% Add +6.4% 1,276 $904K
Bridgewealth Advisory Group, LLC 0.19% Add +1.0% 1,275 $903K
First Nebraska Trust Co 0.08% Add +1.3% 1,272 $901K
Quadcap Wealth Management, LLC 0.10% Reduce -5.3% 1,271 $900K
Alpha Family Trust 0.44% No change 1,270 $900K
Leigh Baldwin & Co., LLC 0.58% Add +0.5% 1,267 $898K
Lazari Capital Management, Inc. 0.31% Reduce -5.1% 1,267 $898K
GeoWealth Management, LLC 0.03% Add +7.4% 1,266 $897K
Bay Capital Advisors, LLC 0.55% Reduce -0.6% 1,266 $897K
Silver Coast Investments LLC 0.29% Reduce -4.0% 1,265 $896K
Oliver Luxxe Assets LLC 0.13% Reduce -0.1% 1,262 $894K
Keystone Wealth Services, LLC 0.19% Reduce -14.8% 1,261 $893K
Meridian Financial Partners LLC 0.34% Add +1.1% 1,229 $891K
QTR Family Wealth, LLC 0.37% Add +1.0% 1,119 $889K
Orange Investment Advisors, Inc. 0.12% Reduce -12.3% 1,254 $888K
GLOBALT Investments LLC / GA 0.03% New 1,253 $888K
Henson-Edgewater Management, LLC 0.56% Add +4.3% 1,252 $887K
J. Team Financial, Inc. 0.99% Reduce -13.3% 1,252 $887K
New England Research & Management, Inc. 0.37% Reduce -6.1% 1,250 $886K
Evanson Asset Management, LLC 0.05% No change 1,250 $886K
Vista Investment Partners LLC 0.23% Add +0.1% 1,250 $885K
Fi3 FINANCIAL ADVISORS, LLC 0.26% Reduce -11.7% 1,250 $885K
Centric Wealth Management 0.18% Add +0.2% 1,012 $885K
LFA - Lugano Financial Advisors SA 0.45% No change 1,250 $884K
Sonoma Allocations LLC 0.30% Reduce -2.4% 1,220 $884K
Gilman Hill Asset Management, LLC 0.13% Add +1.1% 1,243 $881K
Greenline Partners, LLC 0.09% No change 1,242 $880K
Keating Financial Advisory Services, Inc. 0.14% Reduce -59.2% 1,240 $879K
Basepoint Wealth LLC 0.50% Reduce -2.1% 1,237 $877K
Monarch Capital Management Inc. 0.21% No change 1,237 $876K
Asset Planning,Inc 0.62% Add +0.1% 1,236 $876K
Virtue Capital Management, LLC 0.13% Add +10.1% 1,311 $875K
Bangor Savings Bank 0.07% Reduce -3.9% 1,231 $872K
West Family Investments, Inc. 0.31% Reduce -44.8% 1,230 $871K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -7.5% 1,228 $870K
J2 Capital Management Inc 0.60% Reduce -4.2% 1,227 $869K
Heritage Wealth Advisors 0.03% Reduce -51.5% 1,223 $866K
Joule Financial, LLC 0.25% Reduce -1.1% 1,220 $864K
Private Capital Management, LLC 0.09% No change 1,220 $864K
Marin Bay Wealth Advisors, LLC 0.52% Reduce -3.8% 1,219 $864K
Independent Solutions Wealth Management, LLC 0.13% Add +118.5% 1,219 $864K
Pinnacle Financial Group, LLC / IL 0.24% Reduce -16.5% 1,217 $863K
Cantor Fitzgerald Investment Advisors L.P. 0.06% Add +10.4% 1,215 $861K
Chilton Investment Co. Inc. 0.02% Reduce -89.0% 1,215 $861K
Northstar Financial Companies, Inc. 0.68% Reduce -0.7% 1,215 $860K
Vines Capital Management, LLC 0.85% No change 1,214 $860K
Generali Investments, Management Co LLC 0.20% Reduce -52.2% 1,208 $856K
BlueStem Wealth Partners, LLC 0.10% Add +1.3% 1,208 $856K
Summit Securities Group LLC 0.42% New 1,207 $855K
Legacy Financial Group LLC 0.11% No change 1,206 $855K
Maple Capital Management, Inc. 0.06% Add +47.8% 1,206 $855K
Smith Shellnut Wilson LLC 0.37% Reduce -1.0% 1,206 $854K
JT Stratford LLC 0.11% Add +1.7% 1,206 $854K
Graves Light Lenhart Wealth, Inc. 0.09% Reduce -0.6% 1,205 $853K
Keb Asset Management, LLC 0.16% Add +1.8% 1,204 $853K
Black Diamond Financial, LLC 0.09% Add +31.9% 1,202 $852K
TFB Advisors LLC 0.45% Reduce -4.7% 1,202 $852K
Dickmeyer Boyce Financial Management, Inc. 0.50% — 1,196 $848K
Comprehensive Financial Consultants Institutional, Inc. 0.25% Add +0.1% 1,196 $847K
TBH Global Asset Management, LLC 0.17% Reduce -18.8% 1,194 $846K
Spartan Planning & Wealth Management 0.62% Add +21.3% 1,192 $845K
McElhenny Sheffield Capital Management, LLC 0.21% Add +4.6% 1,190 $843K
American Money Management, LLC 0.13% No change 1,187 $841K
Integrity Wealth Solutions LLC 0.33% No change 1,185 $840K
Strategic Wealth Partners, Ltd. 0.06% Add +9.1% 1,183 $838K
Curbstone Financial Management Corp 0.16% Reduce -3.3% 1,182 $837K
Northwest Bancshares, Inc. 0.17% Reduce -2.5% 1,180 $836K
Five Oceans Advisors 0.30% Add +0.3% 1,179 $835K
Braun-Bostich & Associates Inc. 0.52% Reduce -2.6% 1,178 $835K
Adamsbrown Wealth Consultants LLC 0.22% Add +4.3% 1,176 $833K
Hamilton Capital, LLC 0.04% Add +14.3% 1,175 $832K
Okabena Investment Services Inc. 0.16% No change 1,175 $832K
Westshore Wealth, LLC 0.29% Reduce -3.0% 1,174 $832K
Bull Harbor Capital LLC 0.22% — 1,171 $830K
Pathfinder Wealth Consulting, Inc. 0.54% Reduce -3.1% 1,171 $830K
Eagle Wealth Strategies LLC 0.36% No change 1,171 $829K
Aua Capital Management, LLC 0.42% No change 1,170 $829K
Hengehold Capital Management LLC 0.07% Add +6.0% 1,169 $828K
United Community Bank 0.28% Add +0.4% 1,166 $826K
Sunbeam Capital Management, LLC 0.47% Add +1.1% 1,164 $825K
BankPlus Wealth Management LLC 0.43% Reduce -17.2% 1,163 $824K
Oasis Advisors, LLC 0.16% New 1,157 $823K
Parkway Wealth Management Group, LLC 0.10% Reduce -15.7% 1,044 $821K
Brogan Financial, Inc. 0.36% Reduce -2.9% 1,159 $821K
Anchyra Partners LLC 0.25% Add +7.7% 1,159 $821K
Chico Wealth RIA 0.50% Add +0.3% 1,157 $820K
Silver Grove Financial Group, Inc. 0.66% New 1,157 $820K
WealthShield Partners, LLC 0.09% Add +1.8% 1,155 $818K
Fingerlakes Wealth Management, Inc. 0.54% Reduce -1.2% 1,153 $817K
Liberty Wealth Management LLC 0.10% Reduce -16.9% 1,153 $817K
Schulhoff & Co. Inc. 0.34% Reduce -3.4% 1,152 $816K
Alan B Lancz & Associates, Inc. 0.79% No change 1,150 $815K
Enterprise Financial Services Corp 0.41% Reduce -1.1% 1,148 $813K
Lakewood Asset Management LLC 0.52% Reduce -2.4% 1,145 $811K
Monte Financial Group, LLC 0.29% Reduce -3.0% 1,145 $811K
Baker Boyer National Bank 0.24% No change 1,145 $811K
NTV Asset Management LLC 0.09% Reduce -0.6% 1,145 $811K
Dale Q Rice Investment Management Ltd 0.61% Add +21.2% 1,144 $810K
Finivi Inc. 0.44% Reduce -11.6% 1,142 $809K
Paragon Private Wealth Management, LLC 0.25% Add +14.8% 1,138 $807K
Longview Financial Advisors LLC 0.44% No change 1,138 $806K
Christine Messmer PC 0.51% Add +0.2% 1,136 $805K
Legacy Capital Group California, Inc. 0.31% Reduce -44.5% 1,136 $805K
NorthStar Asset Management LLC 0.39% Reduce -0.8% 1,133 $803K
Morey & Quinn Wealth Partners, LLC 0.57% Reduce -0.2% 1,133 $803K
Sageworth Trust Co 0.03% Add +21.7% 1,133 $803K
LJI Wealth Management, LLC 0.13% Add +0.6% 1,132 $802K
Narus Financial Partners, LLC 0.21% Add +25.8% 1,130 $801K
Boston Trust Walden Corp 0.01% No change 1,130 $801K
Linden Thomas Advisory Services, LLC 0.08% Add +58.8% 1,129 $800K
Regatta Capital Group, LLC 0.12% Add +0.7% 1,126 $798K
Aviso Wealth Management 0.36% Reduce -58.8% 1,125 $797K
Puzo Michael J 0.23% Reduce -51.1% 1,125 $797K
Armstrong, Fleming & Moore, Inc 0.34% No change 1,124 $796K
Daviman Financial, LLC 0.47% Add +13.2% 1,123 $796K
Fiduciary Financial Group, LLC 0.11% Reduce -1.1% 1,122 $795K
Clarion Wealth Managment Partners, LLC 0.72% Reduce -11.9% 1,121 $794K
Spring Capital Management, LLC 0.40% No change 1,120 $793K
Towne Trust Company, N.A 0.26% Reduce -11.6% 1,120 $793K
Tennessee Valley Asset Management Partners 0.10% Reduce -0.1% 1,118 $792K
CHICAGO TRUST Co NA 0.13% Reduce -0.3% 1,116 $791K
Advus Financial Partners, LLC 0.20% No change 1,115 $790K
Sunflower Bank, N.A. 0.20% Reduce -16.2% 1,114 $789K
Alesco Advisors, LLC, An ESL Co 0.02% Add +9.8% 1,113 $789K
Kornitzer Capital Management Inc. 0.02% Reduce -1.1% 1,113 $789K
Firestone Capital Management 0.16% Add +0.5% 1,113 $788K
Coastwise Capital Group, LLC 0.44% Reduce -1.4% 1,110 $786K
American State Bank (Iowa) 0.38% Add +0.5% 1,108 $785K
Verum Partners LLC 0.15% Add +4.7% 1,105 $783K
Family Capital Management, Inc. 0.35% Reduce -25.8% 1,104 $782K
Verus Financial Partners, Inc. 0.07% Reduce -5.1% 1,010 $781K
Haven Private, LLC 0.34% Add +1.6% 1,101 $780K
Lynx Investment Advisory 0.37% Reduce -0.3% 1,101 $780K
New Paradigm Capital Management, LLC 1.66% — 1,100 $779K
Center for Wealth Management Advisory 0.56% No change 1,100 $779K
Royal Capital Wealth Management, LLC 0.49% No change 1,100 $779K
B.O.S.S. Retirement Advisors, LLC 0.24% Reduce -3.3% 1,099 $779K
Home Federal Bank of Tennessee 0.19% Add +11.5% 1,097 $777K
Range Advisory, LLC 0.14% Add +63.1% 1,096 $776K
Landmark Wealth Management, LLC 0.21% New 1,095 $776K
Pathway Wealth Management LLC 0.73% No change 1,095 $776K
360 Financial, Inc. 0.23% No change 1,095 $776K
Strategies Wealth Advisors, LLC 0.08% Add +28.1% 1,094 $775K
CMT Capital Markets Trading GmbH 0.36% Reduce -80.3% 1,093 $774K
Ade, LLC 0.37% No change 1,090 $772K
Koss-Olinger Consulting, LLC 0.06% Reduce -10.4% 1,088 $771K
Crews Bank & Trust 0.11% Reduce -4.1% 1,087 $770K
Trust Co of Kansas 0.42% Reduce -8.4% 1,085 $769K
Dock Street Asset Management Inc. 0.08% New 1,085 $769K
Mayfair Advisory Group, LLC 0.27% Add +31.5% 1,085 $768K
Meridian Wealth Advisors, LLC 0.10% Add +1.3% 1,082 $766K
Vestia Personal Wealth Advisors 0.36% Add +0.4% 1,080 $765K
Aspire Growth Partners LLC 0.52% Add +0.2% 1,077 $763K
CJM Wealth Advisers, Ltd. 0.23% Reduce -10.9% 1,075 $762K
SYM FINANCIAL Corp 0.08% Add +2.7% 1,075 $761K
Greenwood Capital Associates LLC 0.08% No change 1,074 $761K
Legacy Financial Group, Inc. 0.20% Reduce -0.3% 1,074 $761K
Wealth Dimensions Group, Ltd. 0.15% Reduce -0.9% 1,071 $759K
D'Orazio & Associates, Inc. 0.10% Add +0.8% 1,071 $758K
Compass Financial Group, INC 0.11% Add +0.1% 1,065 $754K
Crown Wealth Group, LLC 0.22% Add +4.1% 1,064 $754K
Ewa, LLC 0.17% Add +19.0% 1,064 $754K
Onyx Financial Advisors, LLC 0.31% Add +0.2% 1,064 $754K
SkyOak Wealth, LLC 0.14% No change 1,064 $754K
Van Cleef Asset Management,Inc 0.08% Reduce -2.3% 1,063 $753K
Phillips Wealth Planners LLC 0.57% Reduce -12.1% 811 $752K
Crestmont Private Wealth LLC 0.24% Add +6.3% 1,060 $751K
Peachtree Investment Partners, LLC 0.29% Add +2.3% 1,060 $751K
Formidable Asset Management, LLC 0.12% Add +2.0% 1,308 $749K
Richmond Investment Services, LLC 0.12% Add +30.5% 1,057 $749K
Miller Wealth Advisors, LLC 0.29% No change 1,056 $748K
Gradient Capital Advisors, LLC 0.19% Reduce -5.7% 1,056 $748K
North Berkeley Wealth Management, LLC 0.40% Reduce -14.1% 1,055 $747K
Wealth Advisors of Iowa, LLC 0.23% Add +0.1% 1,054 $747K
Wall Street Financial Group, Inc. 0.44% Add +6.0% 1,053 $746K
Stonebrook Private Inc. 0.16% Add +3.2% 1,052 $745K
Fairfield, Bush & Co. 0.41% Reduce -4.5% 1,050 $744K
Mogy Joel R Investment Counsel Inc. 0.05% Reduce -12.5% 1,050 $744K
Wealth Management Nebraska 0.07% Add +3.1% 1,039 $736K
Arsenal Capital Advisors LLC 0.53% Add +0.3% 1,039 $736K
Dala Group, LLC 0.61% Add +2.5% 1,043 $735K
Southland Equity Partners LLC 0.14% Add +11.4% 1,036 $734K
N.E.W. Advisory Services LLC 0.05% Add +0.8% 1,035 $734K
CFC Planning Co LLC 0.53% Reduce -84.2% 1,035 $733K
Eubel Brady & Suttman Asset Management Inc. 0.09% Add +2.0% 1,035 $733K
Aventura Private Wealth, LLC 0.27% No change 1,033 $732K
Vista Investment Partners Ii, LLC 0.33% Reduce -6.6% 1,033 $732K
Security National Bank of Sioux City Iowa 0.43% Reduce -3.2% 1,030 $730K
Jupiter Wealth Management LLC 0.29% No change 808 $729K
Smallwood Wealth Investment Management, LLC 0.38% No change 1,028 $729K
Private Wealth Partners, LLC 0.06% No change 1,027 $728K
Mowery & Schoenfeld Wealth Management, LLC 1.11% Reduce -1.4% 1,025 $726K
Alvarez & Marsal Private Wealth Partners, LLC 0.10% New 1,025 $726K
Personal Cfo Solutions, LLC 0.10% Add +19.7% 1,025 $726K
Lodestar Private Asset Management LLC 0.07% Add +1.5% 1,023 $725K
Global Assets Advisory, LLC 0.21% Add +1.0% 1,019 $722K
Wagner Wealth Management, Corp 0.65% Reduce -25.2% 1,018 $721K
Channel Wealth LLC 0.17% Reduce -15.4% 1,018 $721K
True Wealth Design, LLC 0.20% No change 1,017 $721K
Ledgewood Wealth Advisors, LLC 0.41% No change 1,017 $721K
Baker Tilly Wealth Management, LLC 0.18% Reduce -5.5% 1,017 $721K
Schneider Downs Wealth Management Advisors, LP 0.08% No change 1,015 $719K
Arbor Investment Advisors, LLC 0.09% No change 1,014 $718K
Infrastructure Capital Advisors, LLC 0.10% Reduce -67.3% 1,013 $718K
Eaton Financial Holdings Company, LLC 0.23% Reduce -2.2% 1,012 $717K
Westside Investment Management, Inc. 0.11% No change 1,002 $715K
Cookson Peirce & Co. Inc. 0.03% No change 1,009 $715K
CWS Financial Advisors, LLC 0.18% Add +0.5% 1,009 $715K
Vanguard National Trust Co 0.04% — 1,009 $715K
Myriad Asset Management US LP 1.07% Add +13.3% 1,008 $714K
Garden State Investment Advisory Services LLC 0.17% Add +0.5% 1,006 $713K
Financial Advisors Network, Inc. 0.10% Reduce -1.4% 1,006 $712K
BOK Financial Private Wealth, Inc. 0.04% Add +110.5% 1,004 $711K
Warther Private Wealth, LLC 0.17% Reduce -42.5% 1,001 $709K
Catalina Capital Group, LLC 0.43% Add +1.1% 1,001 $709K
Archford Capital Strategies, LLC 0.08% Reduce -15.9% 1,001 $709K
CCG Wealth Management, LLC 0.19% New 1,000 $709K
Alamar Capital Management, LLC 0.43% No change 1,000 $708K
Davidson Trust Co. 0.31% Reduce -14.4% 1,000 $708K
Prodigy Asset Management LLC 0.24% No change 1,000 $708K
Hartree Partners, LP 0.15% New 1,000 $708K
First Hawaiian Bank 0.10% No change 1,000 $708K
U S Global Investors Inc. 0.08% No change 1,000 $708K
First Western Trust Bank 0.04% No change 1,000 $708K
Master's Wealth Management Inc. 0.24% Reduce -3.5% 999 $708K
Embree Financial Group 0.08% Add +15.1% 997 $706K
Rothschild Capital Partners, LLC 0.17% Add +54.8% 994 $704K
Clarity Wealth Advisors, LLC 0.14% Reduce -5.5% 994 $704K
AXA S.A. 0.27% No change 993 $704K
Holistic Financial Partners 0.26% Add +1.9% 991 $702K
Ramsay, Stattman, Vela & Price, Inc. 0.14% Reduce -3.9% 990 $701K
First Financial Corp. 0.27% Reduce -2.1% 987 $699K
Capstone Wealth Management, Inc. 0.59% No change 977 $699K
Bingham Private Wealth, LLC 0.55% Add +2.3% 986 $699K
Manchester Capital Management LLC 0.10% Reduce -7.2% 985 $698K
Pettee Investors, Inc. 0.36% No change 783 $697K
Legacy Advisors, LLC 0.08% Add +0.7% 983 $696K
Mozayyx Management LLC 0.71% New 982 $696K
Acumen Wealth Advisors, LLC 0.19% No change 981 $695K
Capital Financial Group Inc\co\ 0.38% No change 981 $695K
Meredith Wealth Planning 0.19% No change 980 $694K
Kelly Lawrence W & Associates Inc. 0.20% No change 979 $694K
Fosun International Ltd 0.19% New 978 $693K
Dara Capital Us, Inc. 0.66% Add +2.1% 978 $693K
RW Investment Management LLC 0.07% — 978 $693K
Central Valley Advisors, LLC 0.19% Reduce -0.2% 977 $692K
Glass Wealth Management Co LLC 0.27% Add +160.5% 977 $692K
COFG Advisors, LLC 0.17% Reduce -3.3% 976 $691K
USA Financial Formulas 0.13% Reduce -26.7% 973 $689K
Sepio Capital, LP 0.04% Reduce -42.0% 973 $689K
May Hill Capital, LLC 0.17% Add +6.0% 967 $685K
Sandler Capital Management 0.46% Reduce -32.9% 965 $684K
REAP Financial Group, LLC 0.13% Add +3.5% 957 $678K
Buckhead Capital Management LLC 0.26% Reduce -17.9% 956 $677K
BIP Wealth, LLC 0.03% Add +9.6% 956 $677K
Wealthspire Retirement, LLC 0.04% Add +0.4% 956 $677K
Cambria Investment Management, L.P. 0.04% Reduce -21.5% 953 $675K
First Community Trust NA 0.50% No change 951 $674K
DGS Capital Management, LLC 0.11% Add +70.7% 951 $674K
Abbot Financial Management, Inc. 0.29% No change 950 $673K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.02% New 949 $672K
Bearing Point Capital, LLC 0.11% Reduce -12.6% 947 $671K
Intrua Financial, LLC 0.07% Reduce -11.9% 945 $669K
Syntegra Private Wealth Group, LLC 0.06% Reduce -10.1% 944 $669K
Ring Mountain Capital, LLC 0.37% Add +0.3% 943 $668K
Miller Financial Services LLC 0.74% Add +29.4% 943 $668K
Prota Financial, LLC 0.48% Add +5.5% 940 $666K
South Street Advisors LLC 0.10% No change 940 $666K
SGL Investment Advisors, Inc. 0.25% Reduce -4.5% 718 $665K
Kelleher Financial Advisors 0.17% Reduce -19.8% 950 $665K
Barlow Wealth Partners, LLC 0.07% No change 836 $664K
Smithbridge Asset Management Inc. 0.10% Reduce -49.2% 938 $664K
Advisortrust Partners, LLC 0.28% Add +49.2% 937 $664K
Canvas Wealth Advisors, LLC 0.11% Reduce -8.8% 937 $664K
Medallion Wealth Advisors, LLC 0.22% Add +7.5% 937 $663K
HighRoad Wealth Advisors, LLC 0.65% No change 935 $662K
DeDora Capital, Inc. 0.16% Add +4.2% 935 $662K
Falcon Wealth Planning 0.05% Add +78.8% 935 $662K
BXM Wealth LLC 0.51% Reduce -97.7% 934 $662K
Inspirion Wealth Advisors, LLC 0.08% Add +0.1% 933 $661K
Wedgewood Investors Inc. 0.76% No change 933 $661K
James J. Burns & Company, LLC 0.09% Add +1.6% 932 $660K
Hutchinson Capital Management 0.12% Reduce -5.4% 932 $660K
Rockingstone Advisors LLC 0.30% Reduce -0.1% 931 $660K
Global X Japan Co., Ltd. 0.03% Reduce -17.1% 931 $660K
Nautilus Advisors LLC 0.45% Reduce -6.1% 928 $658K
Asempa Wealth Advisors 0.57% No change 900 $657K
Pinpoint Asset Management (Singapore) Pte. Ltd. 0.19% Add +52.2% 927 $657K
Key Client Fiduciary Advisors, LLC 0.23% Add +2.3% 927 $657K
Foguth Wealth Management, LLC. 0.08% Add +68.5% 750 $657K
Syverson Strege & Co 0.16% Add +10.0% 925 $656K
Mullaney, Keating & Wright, Inc. 0.36% No change 925 $655K
Bender Robert & Associates 0.16% Reduce -2.6% 924 $655K
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -99.2% 924 $655K
DUTCH ASSET Corp 0.44% Add +50.3% 923 $654K
First United Bank & Trust 0.21% Reduce -0.8% 923 $654K
Beacon Financial Group 0.07% Add +2.3% 923 $654K
Anchor Capital Advisors LLC 0.02% No change 922 $653K
WNY Asset Management, LLC 0.07% — 920 $652K
O'ROURKE & COMPANY, Inc 0.26% Add +21.1% 920 $652K
West Wealth Group, LLC 0.13% Add +2.0% 919 $651K
Fortitude Advisory Group L.L.C. 0.29% Add +6.7% 918 $651K
Blue Capital, Inc. 0.42% Add +21.6% 917 $650K
Peterson Wealth Advisors, LLC 0.09% Reduce -3.2% 917 $649K
Wincap Financial LLC 0.43% New 914 $648K
SOA Wealth Advisors, LLC. 0.12% Add +11.6% 913 $647K
Laraway Financial Advisors Inc 0.45% No change 913 $647K
Capstone Investment Advisors, LLC 0.01% New 913 $647K
Manchester Financial Inc. 0.12% Reduce -0.1% 912 $646K
Foster Victor Wealth Advisors, LLC 0.04% Add +1.9% 813 $646K
Signet Private Wealth LLC 0.62% Add +60.7% 911 $645K
Physician Wealth Advisors, Inc. 0.09% Add +6.1% 909 $644K
Wellington Shields Capital Management, LLC 0.10% Add +20.8% 906 $642K
Elk River Wealth Management LLC 0.11% Add +20.7% 905 $641K
Wedge Capital Management L L P 0.01% Add +14.6% 905 $641K
Prostatis Group LLC 0.16% Reduce -9.1% 905 $641K
Drucker Wealth 3.0, LLC 0.11% Add +5.8% 905 $641K
AXS Investments LLC 0.26% Reduce -12.6% 904 $640K
Abacus Wealth Partners, LLC 0.06% Reduce -5.1% 904 $640K
Atlas Legacy Advisors, LLC 0.12% Reduce -14.2% 899 $640K
Waddell & Associates, LLC 0.04% Add +31.6% 903 $640K
Novare Capital Management LLC 0.05% Reduce -1.1% 903 $640K
Kera Capital Partners, Inc. 0.08% Add +1.9% 903 $639K
Good Steward Wealth Advisors,LLC 0.41% Reduce -7.2% 902 $639K
Legacy Edge Advisors, LLC 0.07% Reduce -1.9% 901 $638K
Cohen & Steers, Inc. 0.00% No change 900 $638K
PenderFund Capital Management Ltd. 0.29% New 900 $638K
QVR LLC 0.31% New 898 $636K
Friday Financial 0.22% No change 898 $636K
Smith Thornton Advisors LLC 0.32% No change 896 $635K
Up Strategic Wealth Investment Advisors LLC 0.40% No change 708 $634K
Banyan Capital Management, Inc. 0.27% No change 895 $634K
Costello Asset Management, INC 0.22% Add +1.7% 895 $634K
Chemistry Wealth Management LLC 0.11% Reduce -3.6% 894 $633K
Old Second National Bank of Aurora 0.13% No change 893 $633K
1834 Investment Advisors Co. 0.08% Reduce -0.8% 893 $633K
Sand Hill Global Advisors, LLC 0.02% Add +11.6% 893 $633K
Red Mountain Financial, LLC 0.60% Reduce -0.9% 892 $632K
Luts & Greenleigh Group, Inc. 0.50% Add +8.1% 892 $632K
Uptick Partners, LLC 0.13% Add +5.5% 890 $631K
Arcus Capital Partners, LLC 0.23% Reduce -0.7% 886 $628K
Kingsbury Capital Investment Advisors LLC 0.59% — 886 $628K
Requisite Capital Management, LLC 0.12% No change 886 $627K
Winslow Asset Management Inc. 0.12% Reduce -3.3% 885 $627K
Salomon & Ludwin, LLC 0.06% Reduce -0.6% 873 $626K
Eclectic Associates Inc. 0.08% Add +3.6% 880 $623K
Private Advisory Group LLC 0.04% Add +46.4% 880 $623K
TritonPoint Partners, LLC 0.23% New 878 $622K
Forza Wealth Management, LLC 0.22% Add +40.8% 876 $621K
denkapparat Operations GmbH 0.26% No change 874 $619K
Signature Equity Partners, LLC 0.33% Reduce -6.2% 874 $619K
Townsend & Associates, Inc 0.05% No change 765 $619K
Manske Wealth Management 0.17% Reduce -3.1% 873 $618K
Optivise Advisory Services LLC 0.37% Reduce -6.8% 872 $618K
Byrne Financial Freedom, LLC 0.29% Add +0.6% 870 $616K
Eagle Capital Management, LLC 0.24% No change 870 $616K
Clientfirst Wealth Management, LLC 0.52% No change 869 $616K
American Institute for Advanced Investment Management, LLP 0.40% Reduce -8.4% 869 $616K
Adams Wealth Management 0.13% No change 866 $614K
Holland Advisory Services, Inc. 0.82% Add +0.1% 865 $613K
Legato Capital Management LLC 0.06% Reduce -7.5% 864 $612K
Old North State Trust, LLC 0.36% Reduce -2.0% 864 $612K
Pekin Hardy Strauss, Inc. 0.06% Reduce -2.8% 863 $611K
a16z Perennial Management, L.P. 0.05% No change 858 $608K
Walkner Condon Financial Advisors LLC 0.08% Reduce -1.6% 855 $606K
Mma Asset Management LLC 0.21% Add +134.3% 853 $604K
Partners Wealth Management, LLC 0.62% No change 852 $604K
DF Dent & Co. Inc. 0.01% No change 852 $604K
STAR Financial Bank 0.28% Reduce -1.5% 850 $602K
Financial Council, LLC 0.23% No change 850 $602K
M.E. Allison & Co., Inc. 0.40% Add +0.1% 847 $600K
Walser Wealth Management Company, A Ltd Liability Co 0.27% Add +0.8% 846 $600K
Castle Rock Wealth Management, LLC 0.13% Add +0.2% 836 $599K
Burling Wealth Partners, LLC 0.10% No change 845 $599K
TCP Asset Management, LLC 0.08% Add +35.6% 845 $599K
ICW Investment Advisors LLC 0.22% Reduce -35.0% 842 $597K
Reyes Financial Architecture, Inc. 0.49% Reduce -10.5% 841 $596K
Archer Investment Corp 0.13% Reduce -29.5% 840 $595K
WealthBridge Capital Management, LLC 0.14% Add +0.1% 840 $595K
Wealth Management Associates, Inc. 0.21% Reduce -36.6% 839 $595K
Wealth Intelligence, LLC 0.29% Reduce -31.9% 839 $594K
Jackson Thornton Wealth Management, LLC 0.05% Reduce -0.8% 750 $593K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.20% Reduce -20.1% 837 $593K
Stonebridge Financial Planning Group, LLC 0.22% Reduce -0.6% 836 $592K
Wiregrass Investment Management LLC 0.49% Add +9.9% 836 $592K
Ninepoint Partners LP 0.07% Reduce -8.5% 836 $592K
Capstone Wealth Management Group LLC 0.36% Add +16.6% 836 $592K
Mascagni Wealth Management, Inc. 0.42% Add +125.7% 835 $592K
Waterford Advisors, LLC 0.19% No change 885 $591K
Accretive Wealth Partners, LLC 0.17% New 833 $590K
Axim Planning & Wealth 0.72% No change 832 $589K
RHL Group, LLC 0.50% Reduce -0.4% 832 $589K
Southern Financial Group, LLC 0.16% Reduce -7.0% 830 $588K
D.B. Root & Company, LLC 0.14% Reduce -8.2% 830 $588K
Retiremitten Financial LLC 0.28% — 829 $587K
Genesis Financial Group, LLC 0.39% Reduce -1.2% 825 $585K
Vista Capital Partners, Inc. 0.06% Reduce -13.3% 825 $584K
McLean Asset Management Corp 0.10% Add +1.0% 823 $583K
Alpine Woods Capital Investors, LLC 0.14% No change 821 $582K
Philip James Wealth Mangement, LLC 0.07% Reduce -31.9% 820 $581K
Gsa Capital Partners LLP 0.04% Reduce -43.1% 820 $581K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.20% Add +39.0% 820 $581K
Intesa Sanpaolo Wealth Management 0.14% Add +210.2% 819 $580K
GW Henssler & Associates Ltd. 0.03% Add +6.5% 817 $579K
Ballew Advisors, Inc 0.33% Reduce -11.8% 735 $578K
Spectrum Planning & Advisory Services Inc. 0.29% Reduce -4.3% 816 $578K
Prelude Capital Management, LLC 0.04% Reduce -4.1% 813 $576K
One Charles Private Wealth Services, LLC 0.14% No change 812 $576K
First Affirmative Financial Network 0.22% — 812 $575K
Vigilare Wealth Management 0.19% No change 811 $575K
PCG Asset Management, LLC 0.46% Reduce -6.9% 810 $574K
TCFG Wealth Management, LLC 0.22% Reduce -1.0% 810 $574K
TCFG Investment Advisors, LLC 0.22% — 810 $574K
Investment Research Partners LLC 0.23% No change 810 $573K
Texas Bank & Trust Co 0.21% Add +3.5% 806 $571K
Signature Resources Capital Management, LLC 0.27% Reduce -2.2% 804 $570K
Washington Trust Bank 0.04% Reduce -19.4% 804 $570K
PGIM Custom Harvest LLC 0.01% Add +20.0% 803 $569K
Atala Financial Inc 0.38% Add +1.7% 778 $569K
Crane Advisory, LLC 0.09% No change 736 $569K
Berkeley Capital Partners, LLC 0.13% Add +12.8% 801 $567K
Mount Vernon Associates Inc. 0.40% No change 800 $567K
Alpha Wealth Funds, LLC 0.40% Reduce -20.0% 800 $567K
Aspetuck Financial Management LLC 0.39% No change 800 $567K
Dover Advisors, LLC 0.23% Reduce -20.7% 797 $565K
DecisionMap Wealth Management, LLC 0.36% Reduce -0.9% 796 $564K
TrueWealth Advisors, LLC 0.14% Reduce -5.7% 795 $563K
Certified Advisory Corp 0.05% Add +15.2% 795 $563K
MRP Capital Investments, LLC 0.49% Reduce -12.2% 795 $563K
Aspen Grove Capital, LLC 0.11% No change 795 $563K
MinichMacGregor Wealth Management, LLC 0.10% Add +86.1% 791 $561K
Second Half Financial Partners, LLC 0.25% Add +2.6% 791 $560K
Beto Financial Group, LLC 0.33% Add +0.7% 624 $559K
Aldebaran Financial Inc. 0.53% Add +4.0% 788 $558K
Disciplined Investments, LLC 0.20% No change 787 $558K
Greenspring Advisors, LLC 0.03% New 783 $555K
Taylor Securities Services, Inc. 0.26% No change 782 $554K
Rebalance, LLC 0.03% Reduce -7.1% 781 $553K
waypoint wealth counsel 0.29% Reduce -16.2% 781 $553K
Colonial River Investments, LLC 0.20% Reduce -45.9% 780 $553K
Donalies Financial Planning, LLC 0.47% Add +15.6% 780 $553K
Community Trust & Investment Co. 0.03% No change 780 $553K
Roble, Belko & Company, Inc 0.07% Reduce -12.6% 779 $552K
South Shore Capital Advisors 0.40% Reduce -1.9% 779 $552K
WealthPoint Financial, LLC 0.46% Add +22.9% 778 $551K
Jacobsen Capital Management 0.19% Reduce -5.5% 778 $551K
New World Advisors LLC 0.10% Reduce -7.7% 778 $551K
Revolve Wealth Partners, LLC 0.07% Add +14.1% 777 $551K
Baron Silver Stevens Financial Advisors, LLC 0.08% Reduce -3.6% 777 $550K
MPS Loria Financial Planners, LLC 0.14% Add +0.1% 774 $549K
Petros Family Wealth, LLC 0.39% Reduce -41.5% 773 $548K
Vision Capital Management, Inc. 0.07% No change 773 $548K
Tulsa Wealth Advisors, INC 0.10% Reduce -51.1% 772 $547K
Hall Capital Management Co. Inc. 0.20% Add +3.0% 613 $546K
Chiron Capital Management, LLC 0.56% — 769 $545K
Cannon Wealth Management Services, LLC 0.37% Reduce -4.7% 765 $542K
Westco Advisory Services Inc. 0.35% No change 765 $542K
Freedom Financial Partners LLC 0.19% Reduce -6.1% 764 $541K
Cinctive Capital Management LP 0.04% New 764 $541K
Bright Financial Advisors, Inc. 0.25% No change 763 $541K
Intrepid Capital Management Inc. 0.25% No change 763 $541K
Sterling Investment Counsel, LLC 0.15% Add +2.4% 761 $539K
MBE Wealth Management, LLC 0.22% Add +0.1% 761 $539K
Griffith & Werner, Inc. 0.27% Add +0.9% 760 $539K
Oxford Financial Group, LTD. LLC 0.03% Add +2.0% 760 $538K
Buffalo Business & Estate Services Ltd. 0.08% Reduce -1.7% 759 $538K
Warner Group LLC 0.35% Add +18.6% 759 $538K
Roberts Glore & Co. Inc. 0.15% Reduce -0.8% 758 $537K
MBA Advisors LLC 0.21% Reduce -7.2% 758 $537K
Pacific Center for Financial Services 0.14% Add +9.9% 758 $537K
J. Derek Lewis & Associates Inc. 0.12% Reduce -2.2% 756 $536K
Drum Hill Capital, LLC 0.51% No change 755 $535K
Encompass Wealth Advisors, LLC 0.19% Reduce -1.3% 755 $535K
Kondo Wealth Advisors, Inc. 0.20% No change 754 $534K
Destiny Wealth Partners, LLC 0.06% No change 754 $534K
Randall & Associates Wealth Management 0.36% Add +15.5% 753 $533K
Antonelli Financial Advisors, LLC 0.37% Reduce -28.6% 752 $533K
Claro Advisors Inc. 0.06% Add +36.2% 752 $533K
General Partner, Inc. 0.32% No change 752 $533K
JSF Financial, LLC 0.10% Reduce -4.8% 752 $533K
Pingora Partners LLC 0.32% No change 750 $531K
Hurlow Wealth Management Group, Inc. 0.13% Add +0.4% 750 $531K
Eurizon SLJ Capital Ltd 0.25% Reduce -46.3% 747 $529K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.07% No change 745 $528K
Shufro Rose & Co. LLC 0.04% No change 745 $528K
Grandfield & Dodd, LLC 0.03% Reduce -9.2% 745 $528K
Trilogy Capital Inc. 0.02% Reduce -4.4% 744 $527K
AdvisorShares Investments LLC 0.10% Reduce -11.9% 741 $525K
Commerce Advisors, LLC 0.44% — 741 $525K
Broadleaf Partners, LLC 0.12% No change 740 $524K
Piedmont Capital Management, LLC 0.27% No change 732 $524K
SMART Wealth LLC 0.15% No change 739 $524K
Proactive Wealth Strategies LLC 0.10% New 737 $523K
Strategic Investment Solutions, Inc. 0.13% Add +10.3% 736 $522K
JGP Wealth Management, LLC 0.05% Add +0.3% 733 $519K
M1 Capital Management LLC 0.24% Reduce -13.3% 732 $519K
Websterrogers Financial Advisors, LLC 0.15% No change 730 $517K
Calydon Capital 0.08% No change 727 $515K
LeConte Wealth Management, LLC 0.33% Add +3.9% 723 $513K
Traub Capital Management LLC 0.50% No change 717 $508K
BlackDiamond Wealth Management, LLC 0.24% Add +8.8% 716 $507K
Conscious Wealth Investments, LLC 0.28% Add +0.3% 658 $507K
Crusonia Wealth Advisors LLC 0.10% Add +4.5% 713 $505K
Proficio Capital Partners LLC 0.03% Add +0.7% 713 $505K
Elm Partners Management LLC 0.02% Add +4.3% 754 $503K
Causey Wealth LLC 0.21% Reduce -1.8% 707 $501K
Schaper Benz & Wise Investment Counsel Inc. 0.04% No change 706 $500K
Financial Planning Hawaii, Inc. 0.29% No change 706 $500K
Convergence Investment Partners, LLC 0.08% Reduce -86.3% 706 $500K
Baltimore-Washington Financial Advisors, Inc. 0.02% Reduce -0.4% 705 $500K
Orion Capital Management LLC 0.17% No change 705 $499K
Founders Grove Wealth Partners, LLC 0.11% Add +10.2% 705 $499K
Arista Wealth Management, LLC 0.06% Reduce -45.0% 705 $499K
Mayport, LLC 0.09% No change 704 $499K
SilverOak Wealth Management LLC 0.08% No change 704 $499K
Chatham Capital Group, Inc. 0.07% Add +1.1% 704 $499K
Seamount Financial Group Inc. 0.22% Reduce -10.2% 703 $498K
Core Wealth Partners LLC 0.23% No change 700 $496K
Gemmer Asset Management LLC 0.04% Add +1.9% 700 $496K
Safe Harbor Fiduciary, LLC 0.47% Reduce -2.5% 699 $495K
Adkins Seale Capital Management LLC 0.49% No change 698 $495K
Centerpoint Advisory Group 0.37% Reduce -6.7% 695 $492K
Fiscal Wisdom Wealth Management, LLC 0.47% No change 693 $491K
Maridea Wealth Management LLC 0.07% Reduce -64.5% 691 $490K
Wick Capital Partners, LLC 0.09% Add +91.9% 689 $488K
Peddock Capital Advisors, LLC 0.11% Add +8.0% 688 $488K
Argentarii, LLC 0.17% Add +1.3% 688 $487K
CAP Partners, LLC 0.28% Add +0.4% 687 $487K
Harvest Investment Services, LLC 0.09% Add +25.1% 687 $487K
MKT Advisors LLC 0.16% Add +0.6% 672 $487K
Petix & Botte Co 0.22% Reduce -47.6% 687 $487K
Red Reef Advisors LLC 0.51% No change 686 $486K
Jessup Wealth Management, Inc 0.18% Reduce -1.1% 686 $486K
Rare Wolf Capital LLC 0.31% Reduce -43.3% 685 $485K
Granite FO LLC 0.29% No change 685 $485K
Concorde Asset Management, LLC 0.24% Reduce -19.4% 685 $485K
jvl associates llc 0.16% Add +4.8% 684 $485K
Morton Capital Management LLC 0.07% Add +15.0% 684 $484K
Pioneer Trust Bank N A 0.12% No change 683 $484K
Penobscot Wealth Management 0.14% Reduce -3.4% 682 $483K
Riverbend Wealth Management, LLC 0.30% Reduce -9.2% 681 $483K
Clay Northam Wealth Management, LLC 0.27% No change 681 $482K
Fiduciary Financial Advisors 0.43% — 680 $482K
BW Gestao de Investimentos Ltda. 0.02% No change 680 $482K
S Harris Financial Group, LLC 0.44% Reduce -21.8% 680 $482K
Panoramic Capital Partners, LLC 0.30% Add +15.5% 679 $481K
Ballast Advisors LLC 0.14% Reduce -4.1% 676 $479K
truNorth Financial Services, Inc. 0.49% Reduce -3.6% 675 $478K
Hibernia Wealth Partners, LLC 0.14% Add +10.7% 675 $478K
Human Investing LLC 0.07% Add +2.7% 674 $478K
Tandem Wealth Advisors LLC 0.21% Reduce -28.2% 673 $477K
Altfest L J & Co. Inc. 0.05% New 671 $476K
Tannin Capital LLC 0.34% Add +0.9% 670 $475K
Barnes Pettey Financial Advisors, LLC 0.21% No change 670 $475K
Leverty Financial Group, LLC 0.10% No change 670 $474K
Lexington Hill Partners, LLC 0.27% Add +15.3% 669 $474K
Orgel Wealth Management, LLC 0.01% Add +10.8% 666 $472K
Eagle Wealth Advisors LLC 0.44% Add +1.4% 666 $472K
Fairway Wealth LLC 0.12% New 666 $472K
Ponta Wealth Partners, LLC 0.38% Add +30.1% 665 $471K
Beacon Capital Management, LLC 0.08% Add +0.1% 665 $471K
W1M Asset Management Ltd 0.01% Reduce -53.1% 662 $469K
Northwest Financial Advisors 0.90% No change 660 $468K
Cyr Financial Inc. 0.28% Reduce -18.7% 660 $467K
Tower Wealth Partners, Inc. 0.26% Reduce -21.6% 659 $467K
KDT Advisors, LLC 0.74% No change 657 $465K
Valtinson Bruner Financial Planning LLC 0.13% Add +5.8% 656 $465K
Client 1ST Advisory Group, LLC 0.14% Reduce -1.5% 656 $465K
RFG Holdings, Inc. 0.12% Add +0.3% 656 $465K
OMC Financial Services LTD 0.18% No change 655 $464K
Claret Asset Management Corp 0.06% Reduce -0.9% 655 $464K
Yarger Wealth Strategies, LLC 0.19% Reduce -0.6% 652 $462K
Objective Capital Management, LLC 0.47% Add +12.0% 652 $462K
GLR Partners, LLC 0.25% — 651 $461K
McDonald Partners LLC 0.11% No change 650 $460K
GEM Asset Management, LLC 0.20% No change 649 $460K
Altus Wealth Group LLC 0.19% Add +15.3% 649 $460K
Grantvest Financial Group LLC 0.30% Add +1.3% 648 $459K
Phoenix Wealth Advisors 0.18% No change 648 $459K
Financial Perspectives, Inc 0.13% No change 648 $459K
Cascade Financial Partners, LLC 0.05% Reduce -12.2% 647 $458K
Rede Wealth, LLC 0.16% No change 646 $458K
Solidarity Wealth, LLC 0.09% Add +8.4% 646 $458K
Wealthcare Capital Partners, LLC 0.21% No change 645 $457K
Saxon Interests, Inc. 0.16% Reduce -75.3% 645 $457K
Shrier Wealth Management, LLC 0.17% Add +23.1% 644 $456K
Invested Advisors 0.46% Add +4.2% 641 $454K
Optima Capital LLC 0.21% Add +0.3% 641 $454K
Princeton Global Asset Management LLC 0.07% Add +0.3% 639 $453K
Red Wave Investments LLC 0.13% Reduce -1.4% 636 $451K
Aletheian Wealth Advisors LLC 0.22% — 636 $451K
Omnia Family Wealth, LLC 0.14% Reduce -26.6% 636 $451K
Lifelong Wealth Advisors, Inc. 0.12% Add +0.2% 635 $450K
Unique Wealth, LLC 0.06% Add +6.5% 635 $450K
Flatrock Wealth Partners LLC 0.20% Add +5.2% 633 $449K
Meritas Wealth Management, LLC 0.20% No change 632 $448K
Private Management Group Inc. 0.01% Reduce -7.6% 632 $448K
Howard Financial Services, LTD. 0.05% Add +13.3% 632 $447K
Uhlmann Price Securities, LLC 0.03% Add +3.1% 631 $447K
Next Level Wealth Planning, LLC 0.23% No change 630 $446K
Targeted Financial Services LLC 0.37% Add +18.9% 630 $446K
Houlihan Financial Resource Group, Ltd. 0.17% No change 629 $446K
Carbahal Olsen Financial Services Group, LLC 0.36% Reduce -0.3% 628 $445K
Doheny Asset Management 0.29% No change 627 $444K
First Bank & Trust 0.07% Add +12.8% 626 $443K
Paces Ferry Wealth Advisors, LLC 0.18% No change 626 $443K
Baxter Bros Inc. 0.05% Reduce -7.4% 625 $443K
Bank of New Hampshire 0.10% No change 623 $441K
Interchange Capital Partners, LLC 0.14% Reduce -48.5% 1,208 $441K
Financial Solutions Advisory Group, Inc. 0.06% — 620 $439K
Deroy & Devereaux Private Investment Counsel Inc. 0.02% No change 619 $439K
Collaborative Fund Advisors, LLC 0.27% — 619 $439K
one8zero8, LLC 0.10% Reduce -24.4% 619 $438K
EdgeRock Capital LLC 0.12% Add +4.4% 618 $438K
O'Neil Global Advisors, Inc. 3.02% New 616 $436K
Impact Partnership Wealth, LLC 0.05% Reduce -4.8% 615 $436K
Johnson Financial Group, LLC 0.03% New 615 $436K
Prentice Wealth Management LLC 0.10% Reduce -2.4% 614 $435K
Austin Asset Management Co Inc 0.07% New 614 $435K
Clarus Group, Inc. 0.16% Reduce -14.7% 613 $435K
Anfield Capital Management, LLC 0.12% Add +843.1% 613 $434K
Brightwater Advisory LLC 0.29% Add +0.2% 613 $434K
Northwest & Ethical Investments L.P. 0.01% New 602 $434K
Sunburst Financial Group, LLC 0.08% Add +3.5% 612 $434K
KOM Wealth Management Group, LLC 0.30% Reduce -0.8% 612 $433K
Spectrum Asset Management, Inc. (NB/CA) 0.14% Add +49.0% 611 $433K
Capital Counsel LLC 0.02% No change 611 $433K
E6 Portfolios, LLC 0.45% Add +8.8% 609 $432K
Kapstone Financial Advisors LLC 0.21% New 607 $430K
Granite Harbor Advisors, Inc. 0.19% Reduce -2.6% 607 $430K
Moody Aldrich Partners LLC 0.08% Add +39.5% 607 $430K
Unison Asset Management LLC 0.20% No change 606 $429K
Bernicke Wealth Management, Ltd. 0.06% New 604 $428K
Jmac Enterprises LLC 0.08% No change 604 $428K
AlphaGrep UK Ltd 0.13% Reduce -28.7% 603 $427K
Roehl & Yi Investment Advisors, LLC 0.16% Reduce -2.0% 601 $426K
Correct Capital Wealth Management 0.08% Add +7.3% 601 $426K
Bedminster, LLC 0.40% No change 600 $425K
Reicon Wealth Advisors, LLC 0.33% New 600 $425K
Three Magnolias Financial Advisors, LLC 0.27% No change 600 $425K
Tolleson Wealth Management, Inc. 0.06% No change 600 $425K
Phillips Financial Management, LLC 0.03% Reduce -18.2% 598 $424K
TSA Wealth Managment LLC 0.14% New 597 $423K
Nova R Wealth, Inc. 0.13% Add +2.2% 596 $422K
LifeGoal Investments, LLC 0.24% Add +0.2% 578 $422K
Alternative Investment Advisors, LLC. 0.19% Add +5.7% 594 $422K
Symmetry Partners, LLC 0.02% Add +2.8% 595 $422K
Peak Retirement Planning, Inc. 0.08% Add +18.1% 594 $421K
Main Street Group, LTD 0.13% Add +0.7% 594 $420K
Cheviot Value Management, LLC 0.04% No change 593 $420K
Fortitude Family Office, LLC 0.09% Add +53.8% 592 $419K
TrustWell Financial Advisors, LLC 0.39% Reduce -50.0% 591 $419K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.10% Add +24.7% 591 $419K
Hilltop Partners LLC 0.11% No change 591 $418K
Newport Capital Group, LLC 0.25% Add +35.3% 590 $418K
Franklin, Parlapiano, Turner & Welch, LLC 0.10% No change 500 $418K
Value Investment Professionals, LLC 0.92% Add +0.2% 589 $417K
First Business Financial Services, Inc. 0.04% Reduce -12.3% 589 $417K
Krane Financial Solutions LLC 0.28% — 587 $416K
Colorado Capital Management, Inc. 0.16% No change 587 $416K
Integral Investment Advisors, Inc. 0.10% No change 587 $416K
Quarry LP 0.09% Reduce -58.9% 587 $416K
Blalock Williams, LLC 0.32% Add +2.5% 586 $415K
DKM Wealth Management, Inc. 0.30% No change 585 $414K
Aspen Capital Management, LLC 0.10% No change 584 $414K
North Dallas Bank & Trust Co. 0.28% Reduce -4.1% 583 $413K
Greatmark Investment Partners, Inc. 0.05% No change 583 $413K
Himension Capital (singapore) Pte. LTD. 0.03% New 582 $412K
Strategic Financial Concepts, LLC 0.10% New 571 $411K
OneAscent Investment Solutions LLC 0.41% Reduce -0.2% 580 $411K
Halter Ferguson Financial Inc. 0.09% No change 579 $410K
Pinnacle Bancorp, Inc. 0.12% No change 579 $410K
Oak Associates Ltd. 0.03% No change 579 $410K
Floyd Financial Group LLC 0.27% Add +2.5% 533 $410K
Caerus Investment Advisors, LLC 0.17% Add +0.3% 578 $409K
Capital Asset Managemnet, LLC 0.46% No change 576 $408K
Cerro Pacific Wealth Advisors LLC 0.11% Reduce -0.2% 576 $408K
Aviance Capital Partners, LLC 0.05% Reduce -1.2% 576 $408K
Orion Investment Co 0.13% No change 575 $407K
Simplify Asset Management Inc. 0.01% New 574 $407K
TradeWell Securities, LLC. 0.17% Add +0.2% 573 $406K
Dakota Community Bank & Trust NA 1.37% Reduce -6.5% 573 $406K
Motive Wealth Advisors 0.19% Add +0.5% 573 $406K
Arlington Trust Co LLC 0.04% Add +30.0% 572 $405K
One Day In July LLC 0.03% Add +3.8% 572 $405K
4WEALTH Advisors, Inc. 0.35% Reduce -14.7% 606 $405K
Diversified Portfolios, Inc. 0.03% Reduce -3.9% 570 $404K
Consilio Wealth Advisors, LLC 0.12% Add +0.5% 567 $402K
Alpha Omega Wealth Management LLC 0.07% Reduce -0.2% 567 $402K
Asio Capital, LLC 0.06% No change 566 $401K
Estate Planners Group, LLC 0.19% Reduce -0.5% 565 $400K
Ifrah Financial Services, Inc. 0.11% Reduce -3.1% 565 $400K
TigerOak Management, L.L.C. 0.13% No change 564 $400K
CPC Advisors, LLC 0.06% Reduce -96.8% 564 $400K
Strategic Financial Services, Inc. 0.02% No change 563 $399K
Board of the Pension Protection Fund 0.36% New 560 $397K
Capitol Family Office, Inc. 0.47% No change 692 $396K
McMillan Office, Inc. 0.05% Add +0.5% 559 $396K
Financial Security Advisor, Inc. 0.07% Add +10.0% 559 $396K
HF Advisory Group, LLC 0.13% Reduce -10.7% 558 $396K
McKinney Capital Management, LLC 0.34% — 558 $395K
Lynch & Associates 0.07% No change 558 $395K
Ipsen Advisor Group LLC 0.28% Reduce -3.0% 558 $395K
Cloud Capital Management, LLC 0.17% Reduce -1.9% 559 $395K
Van Diest Capital, LLC 0.31% New 556 $394K
PKS Advisory Services, LLC 0.09% Add +7.2% 554 $394K
IPG Investment Advisors LLC 0.07% No change 556 $394K
Acorn Creek Capital LLC 0.14% Reduce -2.5% 555 $393K
Beaird Harris Wealth Management, LLC 0.03% Reduce -17.5% 555 $393K
Affiance Financial, LLC 0.06% Add +9.3% 555 $393K
Axis Wealth Partners, LLC 0.21% Add +3.4% 554 $393K
Cascade Investment Group, Inc. 0.26% Reduce -1.4% 553 $392K
Borer Denton & Associates, Inc. 0.14% No change 553 $392K
Stonebridge Financial Group, LLC / MO 0.33% Reduce -12.1% 553 $392K
TD Capital Management LLC 0.04% Add +0.2% 550 $390K
North Forty Two & Co. 0.36% No change 550 $390K
Wakefield Asset Management LLLP 0.10% No change 550 $390K
Scott & Selber, Inc. 0.10% No change 550 $390K
United Bank 0.05% New 550 $390K
Maia Wealth LLC 0.07% Reduce -4.8% 550 $389K
Talisman Wealth Advisors LLC 0.31% Reduce -9.3% 548 $388K
Sound Financial Strategies Group, LLC 0.26% Reduce -65.8% 547 $388K
Cherry Tree Wealth Management, LLC 0.08% No change 545 $386K
Joseph P. Lucia & Associates, LLC 0.14% No change 543 $385K
Carson Advisory Inc. 0.20% Reduce -3.7% 542 $384K
Invst, LLC 0.04% Reduce -28.4% 539 $382K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -16.2% 539 $382K
Hoey Investments, Inc. 0.06% Add +36.9% 538 $381K
Nelson Capital Management, LLC 0.05% No change 538 $381K
Custos Family Office, LLC 0.26% Add +3.5% 537 $380K
Coston, McIsaac & Partners 0.09% Add +17.3% 537 $380K
Mason & Associates Inc 0.07% Add +1.6% 568 $379K
Sharpepoint LLC 0.23% Reduce -24.9% 535 $379K
Tactive Advisors, LLC 0.11% Add +35.1% 535 $379K
Innova Wealth Partners 0.18% Add +0.2% 535 $379K
Next Capital Management LLC 0.11% No change 535 $379K
Oxinas Partners, LLC 0.17% Add +3.7% 533 $378K
Renasant Bank 0.27% Reduce -6.5% 533 $378K
Omnitrust Wealth Management, Inc 0.49% Reduce -1.3% 532 $377K
AMG Asset Management Group, Inc. 0.29% New 531 $376K
Stronghold Wealth Management L.L.C. 0.57% Reduce -17.6% 531 $376K
Gardner Lewis Asset Management L P 0.08% New 530 $375K
Tradewinds Capital Management, LLC 0.07% Add +0.4% 529 $375K
Financial Insights, Inc. 0.12% Add +0.2% 529 $375K
Rydar Equities, Inc. 0.29% Add +37.5% 550 $373K
LongView Wealth Management 0.09% Reduce -16.1% 469 $372K
Concentrum Wealth Management 0.11% New 525 $372K
Benchmark Financial Wealth Advisors, LLC 0.10% Add +15.6% 525 $372K
Madson Wealth Advisors Inc 0.31% — 525 $372K
Entrust Financial LLC 0.26% Reduce -0.6% 525 $372K
Integrity Financial Corp 0.18% New 525 $372K
BridgePort Financial Solutions, LLC 0.11% Add +1.0% 524 $371K
Arvest Investments, Inc. 0.05% New 523 $371K
Munich Reinsurance Co Stock Corp in Munich 0.01% Reduce -97.1% 522 $370K
Warren Street Wealth Advisors, LLC 0.09% Add +3.6% 521 $369K
Sage Rhino Capital LLC 0.07% Reduce -0.9% 521 $369K
Mainsail Asset Management, LLC 0.17% Add +8.5% 521 $369K
Gallacher Capital Management LLC 0.14% No change 521 $369K
Shakespeare Wealth Management, LLC 0.09% No change 520 $369K
Kirtland Hills Capital Management, LLC 0.12% New 454 $368K
Patron Partners, LLC 0.16% No change 520 $368K
Chung Wu Investment Group, LLC 0.32% New 520 $368K
Kendall Capital Management 0.08% Reduce -3.0% 520 $368K
Passive Capital Management, LLC. 0.11% Add +2.2% 519 $368K
Morton Community Bank 0.08% No change 519 $368K
Octavia Wealth Advisors, LLC 0.04% Reduce -6.8% 518 $367K
CogentBlue Wealth Advisors, LLC 0.25% No change 518 $367K
IMG Wealth Management, Inc. 0.23% Reduce -2.3% 518 $367K
Weaver Consulting Group 0.09% Add +2.6% 518 $367K
Twin Peaks Wealth Advisors, LLC 0.09% Add +10.2% 518 $367K
Bond & Devick Financial Network, Inc. 0.10% Add +7.0% 517 $366K
Invenio Wealth Partners LLC 0.15% New 517 $366K
Plan A Wealth LLC 0.17% Reduce -12.4% 515 $365K
Decision Investments, Inc. 0.41% Add +9.4% 514 $364K
Fielder Capital Group LLC 0.08% Reduce -44.3% 514 $364K
Brio Consultants, LLC 0.04% Reduce -19.0% 401 $363K
Cambridge Financial Group, LLC 0.12% Reduce -21.9% 510 $362K
Darden Wealth Group Inc 0.18% No change 510 $361K
Great Waters Wealth Management 0.04% No change 510 $361K
Security National Bank of So Dak 0.17% No change 510 $361K
Silicon Valley Capital Partners 0.04% Add +165.1% 509 $361K
Veery Capital, LLC 0.11% Add +20.9% 509 $361K
Tanager Wealth Management LLP 0.03% Add +23.2% 509 $361K
Clarendon Private LLC 0.28% New 508 $360K
SC&H Financial Advisors, Inc. 0.05% No change 507 $359K
Idaho Trust Co 0.12% No change 507 $359K
Nvest Financial, LLC 0.13% Add +17.1% 507 $359K
Marotta Asset Management 0.07% No change 491 $359K
Brandywine Oak Private Wealth LLC 0.03% Add +2.6% 506 $358K
Element Wealth, LLC 0.15% Reduce -8.2% 505 $358K
Kane Investment Management, Inc. 0.18% New 504 $357K
Onyx Bridge Wealth Group LLC 0.04% New 504 $357K
Owen LaRue, LLC 0.14% Add +0.2% 502 $356K
Sovereign Investment Advisors, LLC 0.08% New 502 $356K
Golden Reserve Retirement LLC 0.07% Reduce -13.0% 502 $356K
Lincoln Capital Corp. 0.13% Reduce -0.6% 501 $355K
Kwmg, LLC 0.03% Reduce -0.4% 501 $355K
Parvin Asset Management, LLC 0.26% No change 500 $354K
Adirondack Capital Advisors, LLC 0.23% No change 500 $354K
Baugh & Associates, LLC 0.15% No change 500 $354K
Landmark Wealth Management, Inc. 0.13% No change 500 $354K
Bourne Lent Asset Management Inc. 0.13% Reduce -19.1% 500 $354K
Jackson, Grant Investment Advisers, Inc. 0.12% No change 500 $354K
DORVAL Corp 0.11% No change 500 $354K
Hudson Value Partners, LLC 0.11% Reduce -1.0% 500 $354K
Round Rock Advisors LLC 0.05% New 500 $354K
Orin Green Financial, LLC 0.14% No change 499 $354K
Abundance Wealth Counselors 0.05% New 499 $354K
Betterment LLC 0.00% Add +29.0% 498 $353K
ONE Advisory Partners, LLC 0.11% Add +1.4% 498 $353K
Breakthru Advisory Services, LLC 0.56% Reduce -9.6% 497 $352K
Steinberganna Wealth Management 0.17% Add +0.8% 497 $352K
Sutton Place Investors LLC 0.19% Add +1.4% 496 $351K
Alliance Wealth Advisors, LLC 0.17% No change 496 $351K
JMN Financial LLC 0.34% Add +18.4% 495 $351K
Safeguard Investment Advisory Group, LLC 0.10% Reduce -4.3% 495 $351K
Eddie Patel Inc 0.27% Add +0.2% 494 $350K
Blackston Financial Advisory Group, LLC 0.22% New 494 $350K
Johnson Bixby & Associates, LLC 0.04% Reduce -5.2% 494 $350K
Brick & Kyle, Associates 0.12% New 493 $349K
Cherrydale Wealth Management, LLC 0.11% Reduce -5.9% 492 $348K
Tenzing Financial LLC 0.26% Add +1.1% 439 $348K
North Capital, Inc. 0.29% Add +4.3% 490 $347K
Ducere Wealth Management LLC 0.14% Reduce -0.4% 490 $347K
Willis Johnson & Associates, Inc. 0.02% Reduce -10.1% 488 $346K
Seven Mile Advisory 0.25% Reduce -51.8% 487 $345K
Napier Financial, LLC 0.08% New 486 $344K
Pinion Investment Advisors, LLC 0.08% Add +2.1% 486 $344K
American Trust 0.03% Add +7.3% 486 $344K
Wrenne Financial Planning LLC 0.13% Add +0.2% 485 $343K
CFO4Life Group, LLC 0.05% Reduce -22.8% 483 $342K
Carter Financial Group, INC. 0.21% Add +32.0% 483 $342K
Saxony Capital Management, LLC 0.20% Add +23.2% 483 $342K
Shayne & Jacobs, LLC 0.11% No change 482 $342K
Clayton Financial Group LLC 0.18% Reduce -6.8% 482 $341K
Seneca Financial Advisors LLC 0.10% Add +0.2% 481 $340K
Successful Portfolios LLC 0.19% Reduce -4.6% 497 $340K
Sage Mountain Advisors LLC 0.02% Reduce -86.5% 479 $339K
MN Wealth Advisors, LLC 0.17% Reduce -9.3% 478 $339K
Private Client Services, LLC 0.10% No change 477 $338K
First PREMIER Bank 0.08% Reduce -30.7% 476 $337K
Godfrey Financial Associates, Inc. 0.29% Add +0.2% 475 $337K
National Philanthropic Trust 0.00% Reduce -23.5% 475 $337K
Tranquility Partners, LLC 0.13% Add +32.8% 474 $336K
Fermata Advisors, LLC 0.08% Add +1.5% 474 $336K
First Long Island Investors, LLC 0.03% No change 474 $336K
Strategic Financial Partners, Ltd. 0.14% No change 473 $336K
Rowlandmiller & Partners.adv 0.07% Reduce -17.4% 473 $335K
Greenline Wealth Management LLC 0.39% Add +1053.7% 473 $335K
Sachem Hill LLC 0.06% No change 473 $335K
IFG Advisory, LLC 0.96% Reduce -89.1% 472 $334K
Planning Directions Inc. 0.17% Add +0.2% 472 $334K
Palisades Hudson Asset Management, L.P. 0.13% No change 471 $334K
Fortis Capital Advisors, LLC 0.04% Reduce -6.2% 471 $334K
Junk Investment Group, LLC 0.18% — 471 $334K
Meramec Financial Planners, LLC 0.13% No change 418 $334K
Maimon Wealth Management LTD. 0.29% No change 500 $334K
Argonautica Private Wealth Management, Inc. 0.10% No change 471 $334K
ProVise Management Group, LLC 0.02% Add +0.2% 471 $334K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Reduce -66.1% 471 $334K
Sharp Wealth Advisory, LLC 0.16% New 470 $333K
Mosaic Family Wealth Partners, LLC 0.03% Reduce -3.9% 468 $332K
ETF Store, Inc. 0.32% Add +0.2% 468 $332K
Brand Asset Management Group, Inc. 0.09% Add +5.9% 468 $332K
iSAM Funds (UK) Ltd 0.16% Reduce -83.4% 468 $332K
Schmidt P J Investment Management Inc. 0.06% New 466 $330K
Walker Asset Management, LLC 0.18% Add +2.2% 466 $330K
Awm Capital, LLC 0.03% Add +1.8% 465 $330K
Tortoise Investment Management, LLC 0.03% Reduce -45.4% 465 $329K
Argus Investors' Counsel, Inc. 0.29% Reduce -21.9% 465 $329K
CoreFirst Bank & Trust 0.17% Reduce -19.0% 464 $329K
Matters Capital LLC 0.29% Add +7.7% 464 $329K
Summit Wealth & Retirement Planning, Inc. 0.08% Add +8.4% 463 $328K
Tiaa Trust, National Association 0.02% Reduce -98.0% 462 $327K
Summit Wealth Group, LLC 0.07% No change 461 $327K
RAM Investment Partners, LLC 0.06% Add +117.5% 459 $325K
Foronjy Financial LLC 0.14% Reduce -2.5% 459 $325K
Mosaic Financial Group, LLC 0.23% Add +0.4% 459 $325K
Schaeffer Financial LLC 0.27% No change 457 $324K
EJMK Ventures LLC 0.18% Add +8.0% 457 $324K
Fonville Wealth Management LLC 0.06% Add +18.7% 457 $324K
Plante Moran Financial Advisors, LLC 0.02% Reduce -53.3% 456 $323K
Financial Concepts Unlimited, Inc. 0.29% — 456 $323K
Tilia Fiduciary Partners, Inc. 0.18% No change 455 $323K
Sandro Wealth Management LLC 0.26% Add +27.8% 455 $322K
Sagewood Asset Management LP 0.10% New 455 $322K
Chris Bulman Inc 0.14% Reduce -13.4% 454 $322K
Castleview Partners, LLC 0.16% Reduce -54.0% 454 $322K
Marshall Financial Group, LLC 0.05% New 453 $321K
Piedmont Capital Management, LLC 0.21% Add +16.8% 453 $321K
Hoxton Planning & Management, LLC 0.10% Reduce -1.1% 451 $320K
Schwallier Wealth Management LLC 0.23% Add +0.2% 450 $319K
Rayburn West Financial Services LLC 0.19% No change 450 $319K
Ironwood Investment Management LLC 0.13% Reduce -35.7% 450 $319K
Gardner Russo & Quinn 0.00% Reduce -18.2% 450 $319K
Balentine LLC 0.01% Reduce -34.7% 449 $318K
Discipline Wealth Solutions, LLC 0.03% Reduce -0.2% 448 $318K
GSG Advisors LLC 0.08% Add +8.0% 448 $317K
Summit Financial Wealth Advisors, LLC 0.04% Add +2.3% 448 $317K
Verity & Verity, LLC 0.02% No change 448 $317K
Cushing Capital Partners, LLC 0.24% Add +0.2% 447 $317K
TL Private Wealth 0.12% No change 400 $316K
Piscataqua Savings Bank 0.22% No change 446 $316K
Pennington Partners & Co., LLC 0.11% Add +6.2% 445 $315K
KWB Wealth 0.03% No change 549 $315K
Blue Sky Capital Consultants Group, Inc. 0.15% No change 444 $315K
Wisconsin Wealth Advisors, LLC 0.31% No change 443 $314K
Edgemoor Investment Advisors, Inc. 0.02% No change 443 $314K
Connecticut Capital Management Group, LLC 0.30% Add +0.7% 443 $314K
Fjell Capital, LLC 0.24% New 442 $313K
Fractal Investments LLC 0.04% No change 442 $313K
Ruggaard & Associates LLC 0.12% Reduce -2.6% 441 $313K
Storen Legacy Partners, LLC 0.10% No change 441 $313K
Stonehaven Wealth & Tax Solutions, LLC 0.28% Reduce -35.0% 441 $312K
Encompass More Asset Management 0.05% Reduce -41.3% 440 $312K
Kirr Marbach & Co. LLC 0.06% No change 440 $312K
Heritage Wealth Management, Inc. 0.17% New 440 $312K
Abound Wealth Management 0.07% Reduce -10.9% 439 $311K
Wealthquest Corp 0.02% Add +18.7% 438 $310K
Richardson Financial Services Inc. 0.19% Add +45.2% 437 $310K
Cornerstone Planning Group LLC 0.04% Add +20.4% 343 $310K
Peck Wealth Management, LLC 0.31% No change 437 $310K
Hourglass Capital, LLC 0.06% Reduce -41.5% 437 $310K
Prasad Wealth Partners, LLC 0.08% Reduce -10.5% 436 $309K
Pine Harbor Wealth Management, LLC 0.09% No change 436 $309K
Engineers Gate Manager LP 0.00% New 435 $308K
Brown Wealth Management, LLC 0.08% Add +8.0% 434 $307K
Renaissance Investment Group LLC 0.07% Reduce -11.1% 434 $307K
M3 Advisory Group, LLC 0.19% Add +9.6% 434 $307K
Wealth Advisory Solutions, LLC 0.07% Add +19.0% 433 $307K
GGM Financial LLC 0.14% Add +0.2% 433 $306K
Hamilton Capital Partners, LLC 0.10% New 432 $306K
Echo45 Advisors LLC 0.17% Add +0.9% 430 $305K
Cornerstone Capital, Inc. 0.03% New 430 $305K
111 Capital 0.07% Reduce -62.2% 429 $304K
Coordinated Financial Services, Inc. 0.18% Reduce -4.9% 428 $303K
Magnolia Private Wealth, LLC 0.20% Add +1.2% 428 $303K
Horizon Bancorp Inc. 0.15% Reduce -22.2% 428 $303K
Autumn Glory Partners, LLC 0.11% Add +7.6% 427 $303K
Richard P Slaughter Associates Inc 0.07% No change 427 $303K
McIlrath & Eck, LLC 0.02% No change 427 $302K
Avion Wealth 0.06% Add +1.9% 427 $302K
Rubicon Advisors, GP 0.27% Add +0.2% 426 $302K
ACT Advisors, LLC. 0.13% New 425 $301K
Affinity Wealth Management LLC 0.05% New 425 $301K
Northwest Wealth Management, LLC 0.05% Add +2.2% 425 $301K
Emerald Advisors, LLC 0.04% Add +1.9% 424 $300K
GW&K Investment Management, LLC 0.00% Reduce -0.7% 424 $300K
tru Independence LLC 0.15% No change 423 $300K
Rockbridge Investment Management, LCC 0.03% New 423 $299K
TSG Advice Partners, LLC 0.04% Add +4.5% 421 $299K
ForthRight Wealth Management, LLC 0.08% No change 421 $298K
PW Nova Financial Services LLC 0.08% Add +16.6% 421 $298K
Gordian Advisors LLC 0.20% Add +0.2% 420 $298K
Cadent Capital Advisors, LLC 0.08% New 420 $297K
Integrity Advisory Solutions, LLC 0.04% Reduce -12.1% 416 $295K
Foundry Financial LLC 0.12% New 416 $295K
Blodgett Wealth Advisors, LLC 0.23% No change 415 $294K
Reston Wealth Management LLC 0.09% Reduce -4.2% 415 $294K
MOR Wealth Management, LLC 0.13% No change 414 $293K
Semus Wealth Partners LLC 0.16% Reduce -9.2% 413 $292K
Hollow Brook Wealth Management LLC 0.07% Reduce -19.5% 412 $292K
Duncker Streett & Co. Inc. 0.06% Add +0.2% 412 $292K
Bell Investment Advisors, Inc 0.05% Add +0.2% 411 $291K
Brown Financial Advisory 0.14% Reduce -10.1% 410 $290K
Entelevest, LLC 0.30% Add +57.9% 409 $290K
Genesis Private Wealth, LLC 0.09% Reduce -24.9% 409 $290K
Vance Wealth, LLC 0.08% Reduce -7.0% 409 $290K
LightSquare Wealth Management, LLC 0.22% — 409 $290K
Peoples Bank 0.18% Reduce -0.2% 408 $289K
Oberweis Asset Management Inc./ 0.01% Reduce -8.9% 408 $289K
Arkfeld Wealth Strategies, L.L.C. 0.09% No change 374 $288K
Lathrop Investment Management Co. 0.05% No change 407 $288K
Northern Capital Management, Inc. 0.14% No change 406 $288K
Cape Investment Advisory, Inc. 0.10% Reduce -19.6% 406 $288K
Intelligence Driven Advisers, LLC 0.05% Reduce -1.0% 405 $287K
CBIZ Investment Advisory Services, LLC 0.01% Reduce -20.1% 405 $287K
Legacy Wealth Advisors, LLC 0.15% Add +14.7% 405 $287K
Oakwell Private Wealth Management, LLC 0.05% Add +0.3% 404 $286K
IAG Wealth Partners, LLC 0.03% No change 403 $286K
POM Investment Strategies, LLC 0.35% Add +0.0% 403 $286K
Pavion Blue Capital, LLC 0.12% No change 403 $286K
My Personal CFO, LLC 0.12% Reduce -2.4% 402 $285K
Fortress Financial Group, LLC 0.21% Reduce -23.3% 402 $285K
NWM Advisors, LLC 0.26% No change 401 $284K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.48% Add +3900.0% 400 $283K
Michael Brady & Co., LLC 0.28% Reduce -11.1% 400 $283K
White Knight Strategic Wealth Advisors, LLC 0.24% Reduce -5.9% 400 $283K
Benningfield Financial Advisors, LLC 0.22% No change 400 $283K
Guild Investment Management, Inc. 0.20% No change 400 $283K
Innovative Wealth Building LLC 0.20% No change 400 $283K
North Ridge Wealth Advisors, Inc. 0.16% No change 400 $283K
Sage Private Wealth Group, LLC 0.14% No change 400 $283K
Agp Franklin, LLC 0.14% No change 400 $283K
Birchbrook, Inc. 0.14% No change 400 $283K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% Reduce -1.5% 400 $283K
Altiora Financial Group, LLC 0.05% No change 400 $283K
Proffitt & Goodson Inc. 0.04% No change 400 $283K
Parthenon LLC 0.03% No change 400 $283K
Sage Financial Group Inc. 0.02% No change 400 $283K
TABR Capital Management, LLC 0.26% Reduce -4.8% 399 $283K
LCM Capital Management Inc 0.14% Add +5.0% 399 $283K
Pachira Investments Inc. 0.13% New 399 $283K
Asset Allocation Strategies LLC 0.05% Add +8.4% 398 $282K
Barnes Wealth Management Group, Inc 0.14% Reduce -0.5% 398 $282K
Terril Brothers, Inc. 0.08% New 398 $282K
Rodgers & Associates, LTD 0.03% Reduce -2.0% 398 $282K
J. L. Bainbridge & Co., Inc. 0.03% Reduce -5.3% 397 $281K
Compton Financial Group, LLC 0.06% Add +2.9% 397 $281K
Tucker Asset Management LLC 0.08% Add +436.5% 397 $281K
Moseley Investment Management Inc. 0.09% Add +5.9% 396 $281K
Vilga Financial Planning LLC 0.25% Reduce -9.2% 396 $281K
John G Ullman & Associates Inc. 0.04% New 396 $281K
Fortis Group Advisors, LLC 0.05% Add +970.3% 396 $280K
Wealthedge Investment Advisors, LLC 0.10% Add +0.5% 395 $280K
Buska Wealth Management, LLC 0.11% No change 394 $279K
Great Point Wealth Advisors, LLC 0.05% Reduce -6.2% 394 $279K
JM2 Capital Inc. 0.23% Add +2.9% 392 $278K
NDWM LLC 0.18% No change 392 $278K
Meridian Investment Counsel Inc. 0.07% No change 392 $278K
AIMZ Investment Advisors, LLC 0.09% No change 392 $277K
Grand Wealth Management, LLC 0.13% New 391 $277K
Fidelity D & D Bancorp Inc. 0.11% No change 391 $277K
Bolthouse Investments, LLC 0.25% No change 391 $277K
Turning Point Benefit Group, Inc. 0.18% Add +6.3% 385 $276K
Archvest Wealth Advisors, Inc. 0.18% Reduce -22.0% 390 $276K
Heritage Family Offices, LLP 0.12% New 389 $276K
Owl Creek Wealth Partners LLC 0.10% — 389 $276K
OneAscent Family Office, LLC 0.19% New 388 $275K
Community Financial Services Group, LLC 0.05% New 375 $274K
Allred Capital Management, LLC 0.10% Add +4.6% 386 $273K
Meridian Wealth Partners, LLC 0.04% Add +3.2% 386 $273K
Ruedi Wealth Management, Inc. 0.07% No change 384 $272K
Axecap Investments, LLC 0.19% Reduce -77.1% 384 $272K
FMB Wealth Management 0.11% Reduce -22.3% 383 $271K
Hobart Private Capital, LLC 0.05% New 383 $271K
Ames National Corp. 0.16% No change 383 $271K
Guardian Capital, LLC 0.26% Reduce -6.1% 383 $271K
Swisher Financial Concepts, Inc. 0.15% Add +0.8% 381 $270K
Pursuit Wealth Strategies, LLC 0.37% Add +1.3% 380 $270K
Tortuga Wealth Management, Inc 0.25% Add +5.0% 380 $269K
Strategic Financial Group, LLC 0.28% — 380 $269K
Strata Wealth Advisors, LLC 0.07% Add +2.1% 380 $269K
Riversedge Advisors, LLC 0.04% Add +3.0% 380 $269K
Crescent Grove Advisors, LLC 0.03% New 379 $269K
IRON Financial LLC 0.12% New 378 $268K
Northstar Asset Management Inc. 0.08% Reduce -3.3% 378 $268K
Ruggiero Investments, Inc. 0.26% Reduce -21.3% 377 $267K
Sylvest Advisors, LLC 0.14% Add +3.6% 377 $267K
KRS Capital Management, LLC 0.16% No change 375 $266K
Tandem Investment Advisors, Inc. 0.01% Reduce -4.3% 375 $266K
WESPAC Advisors, LLC 0.15% New 374 $265K
Silver Lake Advisory, LLC 0.10% Add +0.3% 374 $265K
WP Advisors, LLC 0.07% No change 373 $265K
Harold Davidson & Associates Inc. 0.13% No change 373 $264K
Oxford Asset Management LLP 0.11% Reduce -68.4% 373 $264K
Harrell Investment Partners, LLC 0.06% No change 373 $264K
OakTrust Wealth Advisors, LLC 0.24% Reduce -17.8% 373 $264K
VSM Wealth Advisory, LLC 0.08% No change 373 $264K
Strong Retirement Solutions LLC 0.18% Add +0.5% 372 $264K
BCO Wealth Management LLC 0.16% No change 370 $262K
MADDEN SECURITIES Corp 0.08% Add +2.8% 370 $262K
Navalign, LLC 0.07% No change 370 $262K
Norris Perne & French LLP 0.01% Reduce -7.5% 370 $262K
JTC Employer Solutions Trustee Ltd 0.02% Reduce -28.9% 370 $262K
Alkeme Wealth, LLC 0.11% No change 369 $262K
Access Financial Services, Inc. 0.09% New 369 $261K
Journey Retirement Planning & Investment Management LLC 0.23% Reduce -62.6% 368 $261K
AGH Wealth Advisors, LLC 0.19% New 368 $261K
Activest Wealth Management 0.05% Reduce -38.0% 367 $260K
Mill Creek Capital Advisors, LLC 0.01% Add +3.7% 367 $260K
Oxler Private Wealth LLC 0.08% Reduce -3.2% 366 $259K
Quantum Private Wealth, LLC 0.08% New 366 $259K
Topsail Wealth Management, LLC 0.04% No change 366 $259K
Lane Brothers & Co. Inc. 0.19% No change 365 $259K
Madrona Financial Services, LLC 0.06% Reduce -2.9% 364 $258K
Odyssey Capital Advisors, Inc. 0.23% New 363 $257K
Conservest Capital Advisors, Inc. 0.02% New 362 $256K
Denver Wealth Management, Inc. 0.09% Add +2.3% 362 $256K
Quaker Wealth Management, LLC 0.08% Reduce -2.7% 361 $256K
Cornerstone Enterprises, LLC 0.13% Reduce -16.1% 361 $256K
Sierra Ocean, LLC 0.21% Add +1.1% 361 $256K
Cetera Trust Company, N.A 0.14% No change 359 $254K
Higgins & Schmidt Wealth Strategies LLC 0.12% Add +0.6% 359 $254K
Headinvest, LLC 0.05% Reduce -6.5% 358 $254K
Warburton Capital Management, LLC 0.12% New 322 $253K
Acorn Financial Advisory Services Inc. 0.03% Reduce -22.2% 357 $253K
Heritage Investment Group, Inc. 0.04% No change 356 $252K
Outlook Wealth Advisors, LLC 0.06% Add +1.9% 372 $252K
Altar Rock LLC 0.30% Reduce -0.3% 355 $252K
TPG Advisors LLC 0.16% No change 354 $251K
Boomfish Wealth Group, LLC 0.13% Reduce -2.2% 354 $251K
Clear Wave Wealth Management LLC 0.06% — 354 $251K
V2 Financial group LLC 0.12% New 353 $250K
Global Wealth Strategies & Associates 0.06% Add +0.6% 353 $250K
Dynasty Wealth Management, LLC 0.00% New 353 $250K
Founders Capital Management, LLC 0.04% No change 352 $249K
Inlet Private Wealth, LLC 0.06% No change 352 $249K
Glass Jacobson Investment Advisors llc 0.09% No change 351 $249K
Center for Financial Planning, Inc. 0.03% Reduce -3.6% 351 $249K
Prospect Financial Group LLC 0.23% New 351 $249K
Sterling Financial Planning, Inc. 0.07% Reduce -5.4% 351 $249K
Ulland Investment Advisors, LLC 0.21% Reduce -15.7% 350 $248K
Bull Street Advisors, LLC 0.12% No change 350 $248K
Millennium Capital Advisors, LLC 0.15% No change 350 $248K
Aufman Associates Inc 0.12% No change 350 $248K
Christensen, King & Associates Investment Services, Inc. 0.11% No change 350 $248K
Cim, LLC 0.04% New 347 $246K
Cogent Private Wealth, Inc. 0.18% New 347 $246K
Clearwave Capital, LLC 0.17% New 346 $245K
Investment Planning Advisors, Inc. 0.07% New 346 $245K
Northbridge Financial Group, LLC 0.11% New 309 $245K
HighMark Wealth Management LLC 0.10% No change 345 $245K
Hopwood Financial Services, Inc. 0.16% Reduce -9.2% 345 $244K
Atlatl Advisers LLC 0.18% New 344 $244K
Kellett Wealth Advisors, LLC 0.13% New 343 $243K
Ameliora Wealth Management Ltd. 0.08% No change 342 $242K
Abner Herrman & Brock LLC 0.03% New 341 $242K
Rench Wealth Management, Inc. 0.07% New 341 $241K
Park Capital Management, LLC / WI 0.24% Reduce -4.2% 341 $241K
Tailwinds Wealth, LLC 0.59% New 340 $241K
FreeGulliver LLC 0.10% New 340 $241K
Win Advisors, Inc. 0.11% New 340 $241K
Suncoast Equity Management 0.03% New 339 $240K
LVZ, Inc. 0.03% Reduce -10.8% 339 $240K
Triton Wealth Management, PLLC 0.09% Add +0.6% 326 $240K
Aspire Capital Advisors LLC 0.05% New 338 $240K
Duncan Williams Asset Management, LLC 0.07% Reduce -22.8% 338 $239K
Hurley Capital, LLC 0.13% No change 337 $239K
Evolution Wealth Advisors, LLC 0.02% New 337 $239K
Members Wealth LLC 0.14% New 295 $239K
Lake Street Private Wealth, LLC 0.03% Reduce -5.6% 337 $238K
Bear Mountain Capital, Inc. 0.07% No change 298 $238K
Financial Freedom, LLC 0.12% No change 335 $237K
Cape Ann Savings Bank 0.12% New 335 $237K
Vista Investment Management 0.08% Reduce -6.2% 335 $237K
Strid Group, LLC 0.03% New 335 $237K
Macro Advisors, Inc. 0.10% — 334 $236K
Clark Wealth Partners 0.16% Add +6.7% 333 $236K
Investment Advisory Group, LLC 0.06% New 333 $236K
Stewardship Advisors, LLC 0.05% New 333 $236K
Swan Global Investments, LLC 0.01% New 333 $236K
Powers Advisory Group, LLC 0.08% Reduce -10.8% 332 $235K
Pin Oak Investment Advisors Inc. 0.17% No change 332 $235K
Pinnacle Family Advisors, LLC 0.11% New 331 $235K
McCarter Private Wealth Services LLC 0.10% New 331 $235K
Grey Fox Wealth Advisors, LLC 0.05% New 331 $235K
Melfa Wealth Management, Inc. 0.13% New 330 $234K
Broyhill Asset Management, LLC 0.23% Reduce -10.8% 330 $234K
Fiducient Advisors LLC 0.03% Reduce -7.6% 330 $234K
Novak & Powell Financial Services, Inc. 0.13% New 330 $234K
Serenity Investment Advisors 0.11% New 265 $233K
All Terrain Financial Advisors, LLC 0.07% New 329 $233K
Lazard Freres Gestion S.A.S. 0.00% New 330 $233K
Belleair Asset Management, LLC 0.21% New 328 $232K
Towerpoint Wealth, LLC 0.09% New 327 $232K
Hidden Cove Wealth Management, LLC 0.15% New 327 $232K
NerdWallet Wealth Partners, LLC 0.10% New 326 $231K
Burk Holdings LLC 0.10% New 326 $231K
Intergy Private Wealth, LLC 0.07% Reduce -58.3% 325 $230K
Barings LLC 0.00% New 325 $230K
Breachway Investments LLC 0.22% New 312 $228K
MLG Wealth Management DBA Pine Grove Financial Group 0.03% New 321 $227K
Alessandra Capital Management, LLC 0.19% New 320 $227K
Thor Investment Management Inc. /Oh/ 0.12% New 320 $227K
Carmel Capital Partners, LLC 0.08% New 320 $227K
PFW Advisors LLC 0.07% New 319 $226K
Peak Planning Group, LLC 0.06% New 319 $226K
Flynn Zito Capital Management, LLC 0.07% New 319 $226K
Curran Financial Partners, LLC 0.04% New 318 $225K
Hill Island Financial LLC 0.05% New 318 $225K
BetterWealth, LLC 0.04% New 318 $225K
Centennial Wealth Advisory LLC 0.05% New 318 $225K
Kelly Financial Group LLC 0.06% New 317 $225K
Lewis Asset Management, LLC 0.09% New 316 $224K
Clark & Stuart, Inc 0.15% New 316 $224K
C2C Wealth Management, LLC 0.19% New 315 $223K
PMG Wealth Management, Inc. 0.16% New 315 $223K
Salvus Wealth Management, LLC 0.13% New 315 $223K
Sterling Manor Financial, LLC 0.14% New 315 $223K
WealthTrust Asset Management, LLC 0.13% New 314 $223K
Per Stirling Capital Management, LLC. 0.02% New 314 $223K
Future Financial Wealth Managment LLC 0.14% New 288 $222K
Dupree Financial Group, LLC 0.09% Reduce -10.8% 313 $222K
Alliance Wealth Advisors, LLC 0.05% New 313 $222K
Goldstein Advisors, LLC 0.02% Reduce -26.4% 313 $222K
RIA Advisory Group LLC 0.05% New 313 $222K
CWC Advisors, LLC. 0.11% New 312 $221K
Peak Asset Management, LLC 0.04% New 312 $221K
Wood Tarver Financial Group, LLC 0.06% New 313 $221K
Atticus Wealth Management, LLC 0.06% New 311 $220K
Strategic Planning, Inc. 0.11% New 311 $220K
BigSur Wealth Management LLC 0.06% New 310 $220K
Global Strategic Investment Solutions, LLC 0.02% New 310 $220K
McDonough Capital Management, Inc 0.12% New 310 $220K
Howard Wealth Management, LLC 0.09% New 309 $219K
Cedarwood Wealth LLC 0.22% New 309 $219K
LifeWealth Investments, LLC 0.07% Reduce -33.5% 309 $219K
Capital City Trust Co. 0.05% New 309 $219K
Mars Jewett Financial Group, Inc. 0.07% No change 308 $218K
Canandaigua National Trust Co of Florida 0.18% New 308 $218K
Quantum Financial Planning Services, Inc. 0.08% New 308 $218K
Trust Co. of Oklahoma 0.06% New 308 $218K
Knightsbridge Asset Management, LLC 0.03% New 308 $218K
Aspen Wealth Management LLC 0.04% New 308 $218K
Market Street Wealth Management Advisors LLC 0.03% New 307 $218K
Applied Capital LLC 0.08% Reduce -12.5% 307 $217K
Apriem Advisors 0.02% New 307 $217K
Ssi Investment Management LLC 0.02% New 307 $217K
Tealwood Asset Management Inc. 0.10% New 307 $217K
Directional Asset Management 0.20% New 305 $216K
Scissortail Wealth Management, LLC 0.04% New 304 $215K
Resolute Capital, LLC 0.09% New 304 $215K
Winthrop Capital Management, LLC 0.06% No change 304 $215K
Valley Forge Investment Consultants Inc. Adv 0.06% New 303 $215K
Shelton Wealth Management, LLC 0.09% Reduce -27.1% 302 $214K
Graney & King, LLC 0.12% Reduce -1.9% 302 $214K
Silverleafe Capital Partners, LLC 0.06% New 302 $214K
Ceeto Capital Group, LLC 0.07% New 300 $213K
First Fiduciary Investment Counsel, Inc. 0.04% New 300 $213K
HTG Investment Advisors, Inc. 0.06% New 300 $213K
Bannerstone Capital Management, LLC 0.20% New 300 $213K
Carter Financial, LLC 0.18% New 300 $213K
S&A Financial Services, Inc. 0.15% — 300 $213K
Investment Partners Asset Management, Inc. 0.13% New 300 $213K
Wingate Wealth Advisors, Inc. 0.11% New 300 $213K
Granville Capital, Inc. 0.11% New 300 $213K
17 Capital Partners, LLC 0.11% New 300 $213K
Brooks, Moore & Associates, Inc. 0.11% New 300 $213K
Deltec Asset Management LLC 0.04% New 300 $213K
FFT Wealth Management LLC 0.04% New 300 $213K
Avalon Trust Co 0.01% Reduce -20.0% 300 $213K
Centiva Capital, LP 0.01% New 300 $213K
Tower View Wealth Management LLC 0.11% Add +12.8% 299 $212K
Castle Wealth Management LLC 0.07% New 299 $212K
Coign Capital Advisors LLC 0.11% New 298 $211K
New Covenant Trust Company, N.A. 0.19% New 298 $211K
Whelan Financial 0.07% New 298 $211K
Horizon Investment Services, LLC 0.07% New 297 $211K
Sun Group Wealth Partners 0.17% New 297 $210K
Post Resch Tallon Group Inc. 0.17% New 290 $210K
Nia Impact Advisors, LLC 0.09% Reduce -64.0% 296 $210K
Dunhill Financial, LLC 0.05% No change 295 $209K
Phocas Financial Corp. 0.03% New 295 $209K
Saturna Capital Corp. 0.00% New 295 $209K
Ketron Financial 0.07% New 295 $209K
Everest Financial Group LLC 0.03% New 295 $209K
Flavin Financial Services, Inc. 0.14% New 294 $209K
Martin Capital Partners, LLC 0.08% New 294 $208K
Symphony Financial Services, Inc. 0.11% New 293 $208K
Blake Schutter Theil Wealth Advisors, LLC 0.17% New 293 $208K
Atlantic Family Wealth, LLC 0.15% New 292 $207K
Sagace Wealth Management LLC 0.14% Reduce -29.3% 292 $207K
Riverstone Advisors, LLC 0.10% New 292 $207K
Stonekeep Investments, LLC 0.13% New 292 $207K
DLK Investment Management, LLC 0.08% New 291 $206K
Dividend Assets Capital, LLC 0.04% New 291 $206K
Samalin Investment Counsel, LLC 0.07% New 291 $206K
Morton Brown Family Wealth, LLC 0.05% No change 290 $205K
Z3 Capital Partners, LLC 0.05% Reduce -17.1% 290 $205K
TruNorth Capital Management, LLC 0.04% New 290 $205K
Values First Advisors, Inc. 0.11% New 290 $205K
Tribridge Partners Financial LLC 0.08% New 286 $205K
Leslie Global Wealth, LLC 0.11% New 289 $205K
Private Wealth Group, LLC 0.10% New 289 $205K
Weinberger Asset Management, Inc 0.08% New 289 $205K
Barrett & Company, Inc. 0.07% Add +7.5% 288 $204K
Whitaker-Myers Wealth Managers, LTD. 0.04% Reduce -25.8% 288 $204K
Tsfg, LLC 0.03% Reduce -1.4% 288 $204K
Financial Harvest, LLC 0.12% New 288 $204K
Oath Planning, LLC 0.18% New 287 $204K
Opus Capital Group, LLC 0.02% New 286 $203K
Aspire Private Capital, LLC 0.05% New 286 $203K
Instrumental Wealth, LLC 0.12% Add +3.6% 286 $203K
Hoge Financial Services, LLC 0.11% New 286 $202K
Thrive Capital Management, LLC 0.04% New 285 $202K
PTM Wealth Management, LLC 0.11% New 280 $202K
Sequent Planning LLC 0.05% New 285 $202K
Scarborough Advisors, LLC 0.02% New 284 $201K
Accelerate Investment Advisors LLC 0.13% New 284 $201K
Centennial Bank 0.07% No change 283 $200K
Waystone Advisors LLC 0.18% New 283 $200K
Creative Capital Management Investments LLC 0.06% Add +22.4% 279 $198K
State of Wyoming 0.02% Reduce -0.4% 274 $194K
Maseco LLP 0.01% Add +8.8% 272 $193K
Clean Yield Group 0.05% No change 270 $191K
Sunrise Financial Services, LLC 0.14% Add +5.9% 269 $191K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.47% Reduce -65.9% 267 $189K
3 Factor Indexing, LLC 0.18% — 267 $189K
Miller Capital Partners, Inc. 0.09% No change 265 $188K
Delos Wealth Advisors, LLC 0.10% Reduce -10.4% 257 $182K
Triumph Capital Management 0.04% Reduce -12.0% 256 $181K
Fairscale Capital, LLC 0.12% No change 253 $179K
Capital Advisors, Ltd. LLC 0.02% Add +9.1% 251 $178K
MTM Investment Management, LLC 0.06% No change 251 $178K
St. Johns Investment Management Company, LLC 0.07% No change 250 $177K
Horizons Wealth Management 0.12% No change 249 $176K
Darwin Wealth Management, LLC 0.05% No change 247 $175K
JNBA Financial Advisors 0.01% Reduce -2.0% 246 $174K
WPG Advisers, LLC 0.13% Reduce -12.9% 242 $171K
Wolff Wiese Magana LLC 0.09% Add +3.0% 239 $169K
1015 Capital Partners, LLC 0.16% Add +0.4% 238 $169K
Synergy Investment Management, LLC 0.05% New 233 $165K
Miller Global Investments, LLC 0.15% New 233 $165K
Swiss Re Ltd. 0.99% No change 228 $162K
Winch Advisory Services, LLC 0.04% Reduce -10.3% 226 $160K
Bfsg, LLC 0.02% Add +0.5% 224 $159K
Hughes Financial Services, LLC 0.02% Add +1.8% 223 $158K
Godsey & Gibb, Inc. 0.01% Add +2.8% 222 $157K
KERR FINANCIAL PLANNING Corp 0.11% Reduce -0.5% 192 $156K
Motco 0.01% No change 220 $156K
Atlantic Private Wealth, LLC 0.10% No change 219 $155K
Canton Hathaway, LLC 0.03% No change 217 $154K
Mosley Wealth Management 0.07% Reduce -29.0% 321 $153K
Centerpoint Advisors, LLC 0.05% No change 215 $152K
GoalVest Advisory LLC 0.03% No change 212 $150K
Marshall & Sterling Wealth Advisors Inc. 0.10% No change 210 $149K
Evergreen Advisors, LLC 0.04% New 210 $149K
High Note Wealth, LLC 0.03% Add +5.0% 209 $148K
Paladin Partners, LLC 0.11% No change 207 $147K
Murphy & Mullick Capital Management Corp 0.11% Add +1.0% 202 $143K
Horrell Capital Management, Inc. 0.06% Reduce -11.5% 200 $142K
Chelsea Counsel Co. 0.06% No change 200 $142K
Evelyn Partners Investment Management (Europe) Ltd 0.05% No change 200 $142K
Sachetta, LLC 0.08% Add +24.5% 198 $140K
Private Wealth Management Group, LLC 0.04% Add +32.2% 197 $140K
Sfam, LLC 0.13% No change 195 $138K
RMG Wealth Management LLC 0.02% No change 149 $138K
Mark Sheptoff Financial Planning, LLC 0.07% No change 152 $137K
Nvest Wealth Strategies, Inc. 0.10% Add +0.5% 193 $136K
Financial Life Planners 0.10% New 191 $135K
New England Capital Financial Advisors LLC 0.04% No change 189 $134K
Proathlete Wealth Management LLC 0.04% No change 188 $133K
Bruce G. Allen Investments, LLC 0.09% Add +10.8% 184 $130K
Rakuten Securities, Inc. 0.05% Add +82.0% 182 $129K
Founders Capital Management 0.06% No change 180 $128K
CDKV Holdings LLC 0.11% Reduce -5.3% 177 $125K
True Link Financial Advisors, LLC 0.01% New 174 $123K
IMA Advisory Services, Inc. 0.01% No change 172 $122K
Joseph Group Capital Management 0.03% Add +41.2% 168 $119K
MBM Wealth Consultants, LLC 0.03% New 168 $119K
Millstone Evans Group, LLC 0.07% No change 166 $118K
CGC Financial Services, LLC 0.03% No change 166 $118K
Morgan Dempsey Capital Management LLC 0.05% No change 165 $117K
Broadwater Capital Management LLC 0.09% No change 200 $115K
Essential Partners LLC 0.04% Add +3.9% 159 $113K
Ares Financial Consulting, LLC 0.09% Add +33.0% 153 $112K
Lodestone Wealth Management LLC 0.04% Reduce -3.1% 157 $111K
MPWM Advisory Solutions, LLC 0.06% Add +33.6% 151 $107K
Quest 10 Wealth Builders, Inc. 0.09% No change 149 $106K
E Fund Management (Hong Kong) Co., Ltd. 0.05% Add +38.0% 149 $106K
Kemnay Advisory Services Inc. 0.02% Reduce -19.9% 149 $106K
Advantage Trust Co 0.05% Reduce -11.4% 148 $105K
Palladiem, LLC 0.10% Add +6500.0% 132 $104K
Bullseye Investment Management, LLC 0.06% No change 145 $103K
University of Texas/Texas Am Investment Management Co. 0.01% No change 145 $103K
WHI TRUST Co LLC 0.08% No change 142 $101K
American Capital Advisory, LLC 0.04% Add +3.7% 140 $99K
Lloyd Advisory Services, LLC. 0.03% New 137 $97K
Kingdom Financial Group LLC. 0.03% Add +8.7% 137 $97K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 136 $96K
Syntax Research, Inc. 0.06% No change 135 $96K
United Financial Planning Group LLC 0.06% Add +9.8% 134 $95K
Measured Wealth Private Client Group, LLC 0.03% Reduce -69.7% 133 $94K
Elevation Wealth Partners, LLC 0.03% Add +0.8% 131 $93K
Burkett Financial Services, LLC 0.03% Add +23.8% 130 $92K
Ankerstar Wealth, LLC 0.10% Add +69.3% 127 $90K
Midwest Capital Advisors, LLC 0.04% No change 125 $89K
Protective Life Corp. 0.29% New 125 $89K
Robinswood Financial LLC 0.03% No change 124 $88K
Kimelman & Baird, LLC 0.01% Add +24.0% 124 $88K
Valued Wealth Advisors LLC 0.04% Add +9.8% 123 $87K
Dogwood Wealth Management LLC 0.04% Add +29.0% 120 $85K
RiverPark Advisors, LLC 0.04% Add +42.7% 117 $83K
Daytona Street Capital LLC 0.06% No change 110 $81K
Park Place Capital Corp 0.02% Reduce -7.5% 111 $79K
Bellevue Asset Management, LLC 0.04% No change 106 $75K
Birchwood Financial Partners, Inc. 0.07% No change 105 $74K
Financial Management Professionals, Inc. 0.01% Add +4.0% 104 $74K
Advocate Investing Services LLC 0.06% No change 100 $71K
Beacon Financial Strategies CORP 0.04% No change 100 $71K
Fourth Dimension Wealth, LLC 0.03% No change 100 $71K
Gill Capital Partners, LLC 0.02% New 100 $71K
Albion Financial Group 0.00% No change 100 $71K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -54.5% 100 $71K
Legacy Wealth Managment, LLC 0.03% Add +32.0% 99 $70K
Stance Capital LLC 0.03% New 99 $70K
Covestor Ltd 0.05% Reduce -54.6% 98 $70K
Catherine Avery Investment Management LLC 0.03% Reduce -35.5% 98 $69K
Kilter Group LLC 0.03% No change 97 $69K
Nalls Sherbakoff Group, LLC 0.05% No change 96 $68K
Retirement Wealth Solutions LLC 0.04% Reduce -2.1% 95 $67K
Bayforest Capital Ltd 0.07% Reduce -81.9% 93 $66K
Caitlin John, LLC 0.04% Reduce -1.1% 92 $65K
Osterweis Capital Management Inc. 0.00% No change 91 $64K
Banque de Luxembourg S.A. 0.03% Reduce -43.7% 89 $63K
Walsh & Associates, LLC 0.06% Add +1.1% 88 $62K
DB Fitzpatrick & Co, Inc 0.05% No change 88 $62K
Harbor Asset Planning, Inc. 0.05% No change 88 $62K
Intentional Wealth Strategies, LLC 0.06% — 87 $62K
Loomis Sayles & Co. L P 0.00% Reduce -27.0% 84 $60K
Mascoma Wealth Management LLC 0.01% No change 81 $57K
Raffa Wealth Management, LLC 0.01% Add +37.3% 81 $57K
Highline Wealth Partners LLC 0.01% Add +49.1% 79 $56K
Merkkuri Wealth Advisors LLC 0.04% New 79 $56K
Dorato Capital Management 0.04% No change 72 $56K
Strive Financial Group ,LLC 0.03% No change 78 $55K
Financial Network Wealth Advisors LLC 0.06% No change 76 $54K
Accent Capital Management, LLC 0.03% Add +105.4% 76 $54K
Thompson Investment Management, Inc. 0.01% No change 75 $53K
Simplex Trading, LLC 0.00% New 75 $53K
Halbert Hargrove Global Advisors, LLC 0.00% No change 74 $53K
Sellwood Investment Partners LLC 0.02% No change 74 $52K
Steph & Co. 0.01% Reduce -2.6% 74 $52K
Marquette Asset Management, LLC 0.01% Add +24.1% 72 $51K
Atlantic Edge Private Wealth Management, LLC 0.01% Add +7.7% 70 $50K
Evolution Wealth Management Inc. 0.04% Add +268.4% 70 $50K
Credit Industriel Et Commercial 0.01% New 67 $47K
1620 Investment Advisors, Inc. 0.03% Reduce -7.0% 66 $47K
Turim 21 Investimentos Ltda. 0.01% New 65 $46K
Manitou Investment Management Ltd. 0.01% No change 65 $46K
Rialto Wealth Management, LLC 0.01% Add +14.3% 64 $45K
Key Capital Management, INC 0.03% Add +3.2% 64 $45K
Greykasell Wealth Strategies, Inc. 0.02% New 64 $45K
Evelyn Partners Investment Management Services Ltd 0.01% No change 63 $45K
Monetary Solutions, Ltd 0.04% No change 61 $43K
Kings Path Partners LLC 0.01% No change 61 $43K
Cornerstone Financial Management LLC 0.04% Add +9.1% 60 $43K
TopTier Wealth Management, LLC 0.03% New 60 $42K
Whipplewood Advisors, LLC 0.02% Add +850.0% 57 $40K
Frazier Financial Advisors, LLC 0.02% Add +14.6% 55 $39K
IFS Advisors, LLC 0.02% No change 53 $38K
Investors Portfolio Services LLC 0.03% Add +226.7% 49 $37K
Cedar Mountain Advisors, LLC 0.01% Add +82.1% 51 $36K
Front Row Advisors LLC 0.01% No change 51 $36K
Financial Avengers, Inc. 0.02% No change 50 $36K
Tacita Capital Inc 0.02% Reduce -70.4% 50 $35K
Forum Finance Group S.A. 0.02% — 60 $35K
Bay Harbor Wealth Management, LLC 0.01% Add +40.0% 49 $35K
TFC Financial Management, Inc. 0.00% No change 48 $34K
PlanVest Financial, Inc 0.03% — 46 $33K
Davis Capital Management 0.02% No change 43 $30K
Aspect Partners, LLC 0.01% Add +2.4% 43 $30K
Chapman Financial Group, LLC 0.02% No change 42 $30K
Corsicana & Co. 0.02% Reduce -10.1% 89 $29K
Bare Financial Services, Inc 0.01% Add +28.1% 41 $29K
DiNuzzo Private Wealth, Inc. 0.00% No change 41 $29K
Flagship Wealth Advisors, LLC 0.01% Add +82.5% 73 $28K
Noble Wealth Management PBC 0.01% Reduce -33.3% 40 $28K
Penserra Capital Management LLC 0.00% No change 39 $27K
Copia Wealth Management 0.02% No change 38 $27K
Consultiva Wealth Management, Corp. 0.08% No change 37 $26K
Lam Group, Inc. 0.01% New 37 $26K
Stone House Investment Management, LLC 0.00% No change 37 $26K
Align Financial, LLC 0.01% Reduce -99.8% 36 $26K
DecisionPoint Financial, LLC 0.01% No change 35 $25K
Your Advocates Ltd., LLP 0.01% No change 35 $25K
Principia Wealth Advisory, LLC 0.01% Add +21.4% 34 $24K
Peterson Wealth Services 0.01% No change 32 $23K
Strengthening Families & Communities, LLC 0.01% New 31 $22K
Blume Capital Management, Inc. 0.00% No change 30 $21K
Atlas Capital Advisors Inc. 0.00% Reduce -21.6% 29 $21K
Horizon Financial Services, LLC 0.01% Add +100.0% 28 $20K
NCP Inc. 0.03% No change 28 $20K
Carolina Wealth Advisors, LLC 0.01% New 26 $18K
Abound Financial, LLC 0.01% No change 25 $18K
SWAN Capital LLC 0.01% Reduce -65.8% 25 $18K
Breakwater Investment Management 0.01% Reduce -31.3% 22 $16K
Elevated Capital Advisors, LLC 0.00% No change 22 $16K
Vision Financial Markets LLC 0.01% No change 21 $14K
Game Plan Financial Advisors, LLC 0.01% No change 20 $14K
S&T Bank 0.01% Add +81.8% 20 $14K
Estabrook Capital Management 0.00% No change 20 $14K
Evelyn Partners Asset Management Ltd 0.00% No change 19 $13K
Lipe & Dalton 0.01% New 19 $13K
Red Tortoise LLC 0.01% No change 17 $12K
JDM Financial Group LLC 0.00% No change 17 $12K
Park Square Financial Group, LLC 0.09% New 16 $11K
Matrix Trust Co 0.00% New 16 $11K
Marshall Investment Management, LLC 0.01% New 15 $11K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 14 $10K
Holos Integrated Wealth LLC 0.00% No change 13 $9K
PayPay Securities Corp 0.32% Reduce -29.4% 12 $9K
Wealth Preservation Advisors, LLC 0.01% New 13 $9K
HFM Investment Advisors, LLC 0.00% Reduce -38.9% 11 $8K
Curat Global, LLC 0.01% Reduce -90.9% 10 $7K
Berbice Capital Management LLC 0.00% New 10 $7K
Investors Research Corp 0.00% No change 10 $7K
Cornerstone National Bank & Trust Co 0.00% No change 9 $7K
Islay Capital Management, LLC 0.00% Add +28.6% 9 $6K
Benson Wealth Management INC 0.01% No change 8 $6K
Gilpin Wealth Management, LLC 0.00% No change 8 $6K
Westfuller Advisors, LLC 0.00% Reduce -33.3% 8 $6K
Dagco, Inc. 0.00% No change 8 $6K
Cypress Capital Management LLC (WY) 0.00% No change 6 $4K
Richard W. Paul & Associates, LLC 0.00% No change 6 $4K
Financial Gravity Asset Management, Inc. 0.00% New 6 $4K
Torren Management, LLC 0.00% Reduce -89.4% 5 $4K
Seneschal Advisors, LLC 0.00% No change 5 $4K
Transce3nd, LLC 0.03% Reduce -50.0% 5 $4K
Decker Retirement Planning Inc. 0.00% No change 5 $4K
LGT Financial Advisors LLC 0.01% No change 4 $3K
Osbon Capital Management LLC 0.00% No change 4 $3K
WealthCollab, LLC 0.00% No change 4 $3K
Arcadia Investment Management Corp. 0.00% No change 4 $3K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 3 $2K
Redwood Park Advisors LLC 0.00% Reduce -25.0% 3 $2K
Battery Global Advisors, LLC 0.00% Reduce -75.0% 3 $2K
Phillip James Consulting Co. 0.00% New 4 $2K
PEAK6 LLC 0.00% Reduce -33.3% 2 $2K
Strategic Advocates LLC 0.01% Reduce -99.7% 2 $1K
NorthAvenue LLC 0.00% No change 2 $1K
Dynamic Wealth Strategies, LLC 0.00% New 2 $1K
PFS Partners, LLC 0.00% No change 2 $1K
Curio Wealth, LLC 0.00% New 2 $1K
ROSS\JOHNSON & Associates LLC 0.01% Reduce -50.0% 1 $708
LM Advisors LLC 0.00% New 258 $365

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