Costco WholesaleCOST

13F holders, Q1 2024 (March 31)
3,415holders
13famous investors
$731.78avg. 13F price*

At the end of Q1 2024, 3,415 institutions reported holding Costco Wholesale Corp. (COST) in their 13F filings. The largest holders were Vanguard Group Inc. ($29.9B), BlackRock Inc. ($23.7B) and State Street Corp. ($13.6B). 13 famous investors held it, including Ray Dalio (2.0% of Bridgewater Associates's portfolio), Ken Fisher (1.0% of Fisher Asset Management's portfolio) and Chris Bloomstran (0.6% of Semper Augustus Investments's portfolio).

Company
Costco Wholesale Corp.
Sector
Consumer Discretionary
CUSIP
22160K105
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,0005,000 Q1 2024: 3,415Q1 2024Q2 2024: 3,523Q2 2024Q3 2024: 3,588Q3 2024Q4 2024: 3,938Q4 2024Q1 2025: 3,951Q1 2025Q2 2025: 4,011Q2 2025Q3 2025: 3,941Q3 2025Q4 2025: 4,137Q4 2025Q1 2026: 4,272Q1 2026Q2 2026: 4,256Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions166$370.7M
Exits98$1.0B

Ownership 3,415 holders

Vanguard Group Inc. 0.59% Add +1.2% 40,833,870 $29.9B
BlackRock Inc. 0.55% Add +5.7% 32,351,425 $23.7B
State Street Corp. 0.61% Reduce -0.8% 18,519,304 $13.6B
Morgan Stanley 0.55% Add +5.7% 9,306,514 $6.8B
FMR LLC 0.46% Reduce -0.1% 9,274,950 $6.8B
Geode Capital Management, LLC 0.61% Add +3.5% 9,090,151 $6.6B
Bank of America Corp. 0.55% Reduce -1.7% 7,551,530 $5.5B
Bank of New York Mellon Corp 0.74% Reduce -4.2% 5,279,788 $3.9B
Norges Bank 0.60% Reduce -5.5% 5,193,401 $3.8B
Northern Trust Corp. 0.61% Reduce -3.5% 4,843,334 $3.5B
JPMorgan Chase & Co. 0.28% Reduce -4.5% 4,248,590 $3.1B
Alliancebernstein L.P. 1.10% Reduce -5.0% 4,227,503 $3.1B
Royal Bank of Canada 0.74% Reduce -3.5% 4,137,157 $3.0B
Capital World Investors 0.46% Add +8.1% 3,824,778 $2.8B
Nuveen Asset Management, LLC 0.81% Reduce -4.7% 3,718,469 $2.7B
Wells Fargo & Company 0.63% Reduce -1.6% 3,261,957 $2.4B
Jennison Associates LLC 1.59% Reduce -3.4% 3,246,755 $2.4B
Goldman Sachs Group Inc. 0.47% Reduce -11.4% 3,050,603 $2.2B
Legal & General Group Plc 0.61% Add +2.2% 2,899,406 $2.1B
Fisher Asset Management 0.98% Add +2.5% 2,861,486 $2.1B
Invesco Ltd. 0.44% Add +5.5% 2,786,182 $2.0B
Charles Schwab Investment Management Inc. 0.46% Add +1.6% 2,701,832 $2.0B
UBS Group AG 0.65% Reduce -6.9% 2,673,248 $2.0B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.64% Add +16.8% 2,450,124 $1.8B
Wellington Management Group LLP 0.24% Reduce -25.7% 1,842,014 $1.3B
Bank of Montreal 0.43% Reduce -2.3% 1,841,913 $1.3B
California Public Employees Retirement System 0.91% Add +15.4% 1,775,397 $1.3B
T. Rowe Price Associates Inc. 0.15% Reduce -3.0% 1,688,452 $1.2B
Barclays PLC 0.54% Add +13.8% 1,623,977 $1.2B
Amundi 0.50% Add +69.1% 1,637,263 $1.2B
Ameriprise Financial Inc. 0.32% Reduce -3.2% 1,574,537 $1.2B
Corient Private Wealth LP 1.87% Add +48.2% 1,433,808 $1.1B
American Century Companies Inc. 0.63% Add +2.8% 1,363,701 $999.1M
Deutsche Bank AG 0.46% Add +53.1% 1,356,667 $993.9M
Principal Financial Group Inc. 0.58% Reduce -1.8% 1,353,514 $991.6M
Swiss National Bank 0.68% Reduce -4.0% 1,328,800 $973.5M
TD Asset Management Inc 0.87% Reduce -0.5% 1,272,676 $932.4M
Franklin Resources Inc. 0.28% Add +98.5% 1,211,707 $887.7M
Dimensional Fund Advisors LP 0.24% Reduce -5.5% 1,199,298 $878.6M
Sumitomo Mitsui Trust Group, Inc. 0.58% Add +0.8% 1,157,350 $847.9M
Canada Pension Plan Investment Board 0.89% Reduce -15.2% 1,149,135 $841.9M
HSBC Holdings PLC 0.57% Add +22.2% 1,092,692 $800.3M
Neuberger Berman Group LLC 0.60% Reduce -7.2% 996,153 $729.8M
Rhumbline Advisers 0.64% Reduce -0.1% 914,668 $670.1M
Everett Harris & Co. 8.47% Reduce -0.5% 869,676 $637.2M
Raymond James & Associates 0.43% Add +0.2% 868,981 $636.6M
Provident Trust Co. 11.48% Add +3.6% 843,832 $618.2M
Robeco Institutional Asset Management B.V. 1.31% Add +31.1% 822,444 $602.5M
Brown Advisory Inc. 0.79% Reduce -18.0% 805,390 $590.1M
Bessemer Group Inc. 1.04% Reduce -11.1% 788,874 $578.0M
Stifel Financial Corp. 0.66% Reduce -3.2% 784,655 $575.0M
Parnassus Investments, LLC 1.20% Reduce -0.9% 769,447 $563.7M
California State Teachers Retirement System 0.67% Add +1.0% 725,015 $531.2M
LPL Financial LLC 0.28% Add +7.3% 700,709 $513.4M
Envestnet Asset Management Inc. 0.19% Add +10.8% 689,764 $505.3M
National Pension Service 0.60% Add +0.9% 681,554 $499.3M
Marshall Wace, LLP 0.81% Add +44.4% 657,209 $481.5M
New York State Common Retirement Fund 0.63% Reduce -4.5% 650,393 $476.5M
Alphinity Investment Management Pty Ltd 4.06% Add +38.3% 624,337 $457.4M
Baird Financial Group, Inc. 0.95% Reduce -1.5% 620,998 $455.0M
C WorldWide Group Holding A/S 5.11% Reduce -0.6% 612,126 $448.5M
APG Asset Management N.V. 0.78% Add +2.7% 658,716 $446.8M
Janus Henderson Group PLC 0.24% Reduce -15.6% 606,509 $444.3M
Emerald Advisors, LLC 78.67% Reduce -4.8% 603,350 $442.0M
Schroder Investment Management Group 0.51% Add +15.0% 592,782 $434.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.59% Add +16.6% 586,355 $429.5M
National Bank of Canada 0.72% Reduce -20.3% 531,988 $418.4M
Blair William & Co. 1.31% Reduce -0.7% 569,763 $417.4M
BNP Paribas Financial Markets 0.52% Add +94.6% 567,818 $416.0M
US Bancorp \de 0.58% Reduce -3.6% 565,064 $414.0M
Public Employees Retirement Association of Colorado 1.78% Reduce -1.0% 561,921 $411.7M
PNC Financial Services Group, Inc. 0.29% Reduce -0.4% 560,177 $410.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.47% Reduce -14.2% 553,756 $405.7M
Bridgewater Associates 1.98% Reduce -22.2% 534,828 $391.8M
Credit Suisse AG/ 0.38% Reduce -4.0% 533,054 $390.2M
WCM Investment Management, LLC 0.92% Reduce -1.3% 529,857 $388.2M
CANADA LIFE ASSURANCE Co 0.77% Reduce -19.2% 521,517 $382.4M
ProShare Advisors LLC 0.95% Add +21.9% 489,881 $358.9M
Williams Jones Wealth Management, LLC. 4.46% Reduce -0.3% 477,871 $350.1M
AXA S.A. 1.04% Reduce -1.1% 470,974 $345.0M
Prudential Financial Inc. 0.48% Reduce -6.2% 462,345 $338.7M
Citigroup Inc. 0.36% Reduce -0.8% 455,631 $333.8M
Victory Capital Management Inc. 0.33% Reduce -7.2% 447,375 $327.8M
Brown Brothers Harriman & Co. 2.46% Reduce -1.7% 437,788 $320.7M
New York State Teachers Retirement System 0.67% Reduce -2.8% 435,683 $319.2M
Chevy Chase Trust Holdings, LLC 1.04% Reduce -0.6% 434,337 $318.2M
Capital Research Global Investors 0.07% Reduce -43.5% 431,659 $316.2M
Federated Hermes, Inc. 0.72% Add +7.0% 424,118 $310.7M
Cibc World Market Inc. 0.77% Add +32.3% 408,757 $299.5M
Commonwealth Equity Services, LLC 0.49% Add +4.2% 402,875 $295.2M
Winslow Capital Management, LLC 1.09% Reduce -7.7% 396,009 $290.1M
Raymond James Financial Services Advisors, Inc. 0.43% Add +2.5% 390,841 $286.3M
Swedbank AB 0.40% Add +2.5% 389,853 $285.6M
Chilton Investment Co. Inc. 7.75% Reduce -0.8% 386,126 $282.9M
Korea Investment CORP 0.71% Reduce -7.1% 384,580 $281.8M
Mercer Global Advisors Inc. 0.79% Add +9.9% 380,048 $278.4M
Scotia Capital Inc. 1.63% Reduce -3.5% 373,935 $274.0M
HighTower Advisors, LLC 0.44% Reduce -4.1% 373,747 $273.8M
1832 Asset Management L.P. 0.48% Reduce -31.7% 361,627 $264.9M
Caisse de depot et placement du Quebec 0.63% Add +2.0% 359,036 $263.0M
Loomis Sayles & Co. L P 0.37% Reduce -7.2% 358,027 $262.3M
Mariner, LLC 0.54% Add +1.0% 357,684 $262.0M
Keybank National Association 1.08% Reduce -1.9% 356,930 $261.5M
William Blair Investment Management, LLC 0.67% Reduce -9.6% 356,404 $261.1M
Healthcare of Ontario Pension Plan Trust Fund 0.92% Add +0.9% 356,163 $260.9M
Axiom Investors LLC 2.28% Add +5.2% 355,853 $260.7M
Capital International Investors 0.05% Add +9.2% 345,037 $252.8M
Mirae Asset Global Investments Co., Ltd. 0.54% Reduce -10.4% 442,220 $246.4M
State Board of Administration of Florida Retirement System 0.57% Add +2.9% 492,940 $244.9M
First Trust Advisors LP 0.25% Reduce -10.8% 333,948 $244.7M
Cerity Partners LLC 0.64% Add +21.9% 331,807 $242.9M
Macquarie Group Ltd. 0.27% Reduce -12.7% 328,272 $240.5M
Rockefeller Capital Management L.P. 0.70% Add +3.8% 326,678 $239.3M
Toronto Dominion Bank 0.37% Reduce -1.2% 320,250 $234.6M
Mitsubishi UFJ Trust & Banking Corp 0.53% Reduce -6.3% 318,884 $233.0M
Truist Financial Corp. 0.35% Reduce -5.5% 313,467 $229.7M
Natixis Advisors, LLC 0.52% Reduce -1.5% 310,785 $227.7M
Haverford Trust Co 2.37% Reduce -9.8% 310,239 $227.3M
Voya Investment Management LLC 0.26% Reduce -31.4% 309,391 $226.7M
Manufacturers Life Insurance Company, The 0.21% Reduce -11.7% 306,196 $224.3M
Mackenzie Financial Corp. 0.32% Reduce -12.0% 305,458 $223.8M
Squarepoint Ops LLC 0.93% Reduce -28.6% 304,401 $223.0M
Rathbones Group PLC 1.28% Add +0.1% 303,527 $222.3M
Bank of Nova Scotia 0.45% Reduce -45.9% 299,613 $219.5M
Two Sigma Advisers, LP 0.50% Add +116.3% 295,900 $216.8M
Aberdeen Group plc 0.42% Add +4.8% 295,562 $216.5M
Two Sigma Investments, LP 0.55% Reduce -15.3% 294,492 $215.8M
Capital Counsel LLC 9.86% Reduce -15.2% 293,034 $214.7M
Los Angeles Capital Management LLC 0.73% Reduce -0.7% 291,530 $213.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.56% Add +82.7% 288,774 $211.6M
DekaBank Deutsche Girozentrale 0.39% Add +4.5% 284,109 $208.7M
Ensign Peak Advisors, Inc 0.38% Add +2.9% 283,244 $207.5M
Alecta Tjanstepension Omsesidigt 1.17% No change 280,000 $205.0M
Congress Asset Management Co. 1.45% Reduce -2.4% 277,971 $203.6M
Russell Investments Group, Ltd. 0.32% Add +4.2% 273,035 $200.0M
Comgest Global Investors S.A.S. 2.74% Reduce -11.3% 268,433 $196.7M
Sarasin & Partners LLP 1.91% Reduce -2.6% 265,157 $194.3M
Susquehanna International Group, LLP 0.29% Add +16.3% 262,279 $192.2M
Bank Julius Baer & Co. Ltd, Zurich 0.73% Add +21.8% 261,479 $191.3M
Osaic Holdings, Inc. 0.43% Reduce -7.8% 259,744 $190.4M
Aviva PLC 0.64% Add +0.5% 259,131 $189.8M
State of New Jersey Common Pension Fund D 0.56% Add +0.3% 253,413 $185.7M
State of Wisconsin Investment Board 0.48% Add +3.0% 249,779 $183.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 1.81% Reduce -0.2% 254,152 $181.8M
AQR Capital Management 0.31% Add +24.6% 248,336 $181.4M
Massachusetts Financial Services Co. 0.05% Reduce -9.6% 242,573 $177.7M
M&T Bank Corp 0.62% Reduce -7.0% 242,266 $177.5M
Epoch Investment Partners, Inc. 0.79% Add +4.4% 241,645 $177.0M
Fifth Third Bancorp 0.67% Add +3.3% 233,517 $171.1M
Danske Bank A/S 0.53% — 229,959 $168.5M
Bristol John W & Co. Inc. 2.84% Add +0.3% 227,954 $167.0M
Public Employees Retirement System of Ohio 0.65% Reduce -4.7% 226,540 $166.0M
Greenbrier Partners Capital Management, LLC 15.19% Reduce -0.5% 224,647 $164.6M
Retirement Systems of Alabama 0.62% Add +0.2% 219,037 $160.5M
Pictet Asset Management Holding SA 0.17% Reduce -5.2% 216,645 $158.7M
TCW Group Inc. 1.60% Reduce -9.8% 216,133 $158.3M
Douglass Winthrop Advisors, LLC 3.26% Reduce -14.9% 215,991 $158.2M
Assenagon Asset Management S.A. 0.42% Add +1283.8% 215,906 $158.2M
Adage Capital Partners Gp, L.L.C. 0.30% Reduce -32.0% 215,677 $158.0M
Sei Investments Co. 0.23% Reduce -6.5% 214,502 $157.2M
Jane Street Group, LLC 0.20% Add +6.0% 212,933 $156.0M
Asset Management One Co., Ltd. 0.60% Reduce -1.3% 212,668 $155.8M
Empower Advisory Group, LLC 0.56% Reduce -1.1% 205,721 $150.7M
Creative Planning 0.17% Add +5.7% 205,305 $150.4M
Royal London Asset Management Ltd. 0.37% Reduce -0.7% 201,010 $147.3M
Treasurer of the State of North Carolina 0.64% Add +0.7% 198,074 $145.1M
Resona Asset Management Co.,Ltd. 0.83% — 191,600 $140.4M
Huntington National Bank 1.46% Reduce -0.7% 185,068 $135.6M
STRS Ohio 0.54% Reduce -17.0% 183,871 $134.7M
TD Waterhouse Canada Inc. 1.00% Add +4.7% 174,996 $133.8M
Boston Trust Walden Corp 0.95% Reduce -33.3% 181,295 $132.8M
Nomura Asset Management Co. Ltd. 0.48% Add +4.6% 180,405 $132.2M
Harding Loevner LP 0.82% Reduce -34.6% 180,358 $132.1M
CIBC Asset Management Inc 0.46% Add +1.0% 179,892 $131.8M
Acadian Asset Management LLC 0.46% Reduce -3.8% 179,611 $131.6M
Mn Services Vermogensbeheer B.V. 0.95% Reduce -14.6% 179,000 $131.1M
Man Group plc 0.36% Add +47.7% 178,802 $131.0M
Ossiam 2.29% Add +1043.1% 178,326 $130.6M
State of Tennessee, Department of Treasury 0.48% Reduce -7.1% 178,052 $130.4M
Welch & Forbes LLC 1.73% Add +0.6% 172,386 $126.3M
Northwestern Mutual Wealth Management Co. 0.13% Reduce -10.5% 171,637 $125.7M
Quadrature Capital Ltd 2.15% Reduce -49.0% 171,436 $125.6M
Westfield Capital Management Co. LP 0.65% Reduce -8.6% 169,256 $124.0M
Bartlett & Co. Wealth Management LLC 1.84% Reduce -1.4% 163,373 $119.7M
Cibc World Markets Corp. 0.77% Add +32.4% 159,576 $116.9M
Allspring Global Investments Holdings, LLC 0.18% Add +26.1% 158,730 $116.3M
Cetera Investment Advisers 0.27% Add +328.6% 158,277 $116.0M
State of Michigan Retirement System 0.62% Add +23.8% 157,969 $115.7M
Guggenheim Capital LLC 0.82% Reduce -3.9% 157,782 $115.6M
D.A. Davidson & Co. 1.03% Reduce -2.6% 156,274 $114.5M
ING Groep NV 0.78% Reduce -24.6% 156,022 $114.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.40% Reduce -3.8% 155,058 $113.6M
Bradley Foster & Sargent Inc. 2.03% Reduce -2.9% 153,518 $112.5M
DAVENPORT & Co LLC 0.69% Add +0.2% 152,463 $111.5M
EP Wealth Advisors, LLC 1.30% Add +0.2% 151,888 $111.3M
Steginsky Capital LLC 25.88% Reduce -0.4% 146,719 $107.5M
Comerica Bank 0.46% Reduce -0.4% 144,711 $106.0M
American International Group, Inc. 0.38% Reduce -0.6% 144,614 $105.9M
Connectus Wealth, LLC 2.83% Reduce -8.2% 143,730 $104.1M
Pathstone Holdings, LLC 0.48% Add +7.5% 140,181 $102.7M
Captrust Financial Advisors 0.36% Reduce -12.1% 134,630 $98.6M
CIBC Private Wealth Group LLC 0.19% Reduce -70.7% 136,008 $98.1M
Clearbridge Investments, LLC 0.08% Reduce -4.3% 133,536 $97.8M
Marsico Capital Management LLC 3.20% Reduce -1.1% 132,771 $97.3M
Bowen Hanes & Co. Inc. 2.77% Reduce -1.3% 132,468 $97.0M
Panagora Asset Management Inc. 0.50% Reduce -40.1% 131,000 $96.0M
AEGON ASSET MANAGEMENT UK Plc 1.43% Add +2.0% 130,266 $95.4M
UMB Bank, n.a. 1.50% Reduce -25.1% 129,537 $94.9M
Nisa Investment Advisors, LLC 0.61% Reduce -18.7% 128,805 $94.4M
Glenmede Trust Co. NA 0.47% Add +0.6% 128,786 $94.4M
Arizona State Retirement System 0.65% Add +2.2% 127,335 $93.3M
Erste Asset Management GmbH 1.26% Reduce -7.1% 126,136 $92.3M
KCM Investment Advisors LLC 3.39% Reduce -1.2% 124,315 $91.1M
Citadel Advisors 0.09% Reduce -60.4% 124,182 $91.0M
Evercore Wealth Management, LLC 1.42% Reduce -4.5% 123,643 $90.6M
United Capital Financial Advisors, LLC 0.74% Reduce -8.6% 122,290 $89.6M
MetLife Investment Management, LLC 0.60% Reduce -2.8% 122,211 $89.5M
Cambridge Investment Research Advisors, Inc. 0.34% Add +9.0% 119,999 $87.9M
Wedbush Securities Inc. 3.28% Add +173.1% 119,812 $87.8M
Forsta Ap-Fonden 0.74% Add +9.7% 118,900 $87.1M
Kornitzer Capital Management Inc. 1.59% Reduce -0.7% 118,213 $86.6M
Wealth Enhancement Advisory Services, LLC 0.22% Add +8.7% 116,942 $85.7M
Clifford Swan Investment Counsel LLC 3.17% Reduce -5.5% 116,506 $85.4M
Lord, Abbett & Co. LLC 0.28% Reduce -16.9% 116,382 $85.3M
Marex Group Ltd 2.74% New 115,010 $84.3M
W1M Investment Management Ltd 1.75% Reduce -50.0% 115,015 $84.2M
Commerce Bank 0.56% Reduce -2.5% 114,607 $84.0M
Janney Montgomery Scott LLC 0.25% Add +0.3% 113,625 $83.2M
Sapient Capital LLC 1.84% Reduce -0.3% 113,136 $82.9M
Crestwood Advisors Group, LLC 1.81% Reduce -7.5% 113,053 $82.8M
Hosking Partners LLP 3.05% Add +0.1% 112,665 $82.5M
Employees Retirement System of Texas 0.90% No change 112,149 $82.2M
Railway Pension Investments Ltd 0.79% Add +85.3% 111,442 $81.6M
Calamos Advisors LLC 0.58% Reduce -1.2% 110,910 $81.3M
Davis R M Inc. 1.68% Add +1.7% 109,535 $80.2M
Donaldson Capital Management, LLC 3.24% Add +0.7% 106,124 $77.7M
Zurich Insurance Group Ltd 0.71% Reduce -41.9% 106,055 $77.7M
Federation des caisses Desjardins du Quebec 0.56% Reduce -2.1% 105,959 $77.3M
Nicholas Company, Inc. 1.28% No change 105,435 $77.2M
Teacher Retirement System of Texas 0.49% Reduce -6.1% 105,193 $77.1M
Gateway Investment Advisers LLC 0.88% Reduce -5.1% 105,087 $77.0M
D. E. Shaw & Co. 0.11% Add +83.0% 104,950 $76.9M
Nissay Asset Management Corp. /Japan 0.53% Reduce -0.0% 103,538 $75.9M
Xponance LLC 0.79% Add +0.9% 103,230 $75.6M
Van Eck Associates Corp. 0.11% Add +7.2% 102,399 $75.0M
Tredje AP-fonden 0.78% Add +8.3% 102,311 $75.0M
Lazard Asset Management LLC 0.10% Add +656.4% 101,028 $74.0M
Mogy Joel R Investment Counsel Inc. 5.03% Reduce -1.7% 101,005 $74.0M
Cullen/Frost Bankers, Inc. 1.09% Reduce -3.6% 100,450 $73.6M
CCLA Investment Management 1.12% Reduce -13.4% 99,572 $73.0M
Regions Financial Corp. 0.55% Add +2.2% 99,233 $72.7M
Swiss Life Asset Management Ltd 1.00% Add +51.7% 98,401 $72.1M
Northeast Investment Management 3.54% Reduce -0.7% 98,372 $72.1M
Peapack Gladstone Financial Corp. 1.12% Add +0.4% 97,971 $71.8M
I.G.Y. Ltd 34.29% No change 97,512 $71.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.49% Add +0.5% 97,411 $71.4M
Gabelli Funds LLC 0.53% Reduce -0.3% 97,167 $71.2M
Atalanta Sosnoff Capital, LLC 1.63% Reduce -4.0% 96,533 $70.7M
Badgley Phelps Wealth Managers, LLC 1.77% Reduce -2.0% 96,352 $70.6M
Amalgamated Bank 0.60% Reduce -12.8% 96,113 $70.4M
Oppenheimer & Co. Inc. 1.17% Reduce -3.6% 95,812 $70.2M
Chicago Capital, LLC 2.11% Add +0.9% 94,722 $69.4M
Texas Permanent School Fund Corp. 0.53% Add +0.3% 91,729 $67.2M
ABN AMRO Bank N.V. 1.00% Reduce -77.0% 91,205 $66.8M
Bank Pictet & Cie (Europe) AG 1.74% Add +0.0% 90,870 $66.6M
Johnson Investment Counsel Inc. 0.72% Reduce -1.4% 90,726 $66.5M
MAI Capital Management 0.69% Add +22.1% 90,476 $66.3M
Lazard Freres Gestion S.A.S. 1.64% Reduce -0.7% 94,372 $66.2M
MML Investors Services, LLC 0.27% Add +7.3% 90,003 $65.9M
Worldly Partners Management, LLC 30.95% Add +2.3% 89,663 $65.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.71% Add +2.3% 88,256 $64.7M
Aristotle Atlantic Partners, LLC 2.09% Reduce -2.4% 87,549 $64.1M
IFM Investors Pty Ltd 0.69% Add +0.2% 86,800 $63.6M
Norinchukin Bank, The 1.90% Reduce -4.7% 86,787 $63.6M
Financial Counselors Inc. 1.07% Reduce -1.9% 86,694 $63.5M
SpiderRock Advisors, LLC 2.05% — 86,344 $63.2M
KBC Group NV 0.20% Add +9.4% 84,558 $62.0M
Destination Wealth Management 2.06% Reduce -4.7% 84,521 $61.9M
Stonegate Investment Group, LLC 1.93% Add +0.1% 83,995 $61.5M
USS Investment Management Ltd 0.50% Add +504.7% 82,841 $60.7M
Candriam S.C.A. 0.39% Reduce -17.1% 82,029 $60.1M
Daiwa Securities Group Inc. 0.34% Add +14.4% 80,769 $59.2M
Steward Partners Investment Advisory, LLC 0.65% Add +5.9% 80,473 $59.0M
Fiera Capital Corp 0.17% Add +7.3% 79,550 $58.3M
Allianz Asset Management GmbH 0.10% Add +30.0% 79,358 $58.1M
Connor, Clark & Lunn Investment Management Ltd. 0.25% Add +4746.0% 78,505 $57.5M
Czech National Bank 0.74% Add +0.7% 78,064 $57.2M
Utah Retirement Systems 0.66% Add +0.0% 76,945 $56.4M
BI Asset Management Fondsmaeglerselskab A/S 1.06% Add +24.3% 76,742 $56.2M
Covea Finance 2.63% Reduce -7.1% 76,117 $55.8M
Varma Mutual Pension Insurance Co 0.48% Add +142.0% 76,000 $55.7M
Natixis 0.31% Add +13.4% 75,182 $55.1M
Hollencrest Capital Management 2.52% Add +595.6% 75,137 $55.0M
Windward Capital Management Co. 4.58% Add +0.3% 74,915 $54.9M
Meitav Investment House Ltd. 1.07% Reduce -41.7% 74,854 $54.9M
Baskin Financial Services Inc. 4.59% Reduce -0.6% 74,800 $54.8M
Chesley Taft & Associates LLC 2.78% Reduce -2.1% 74,215 $54.4M
Shelton Capital Management 1.54% Add +3.7% 73,680 $54.0M
Hyperion Asset Management Ltd 2.26% Reduce -7.5% 73,290 $53.7M
Martingale Asset Management L P 1.07% Reduce -11.3% 73,173 $53.6M
Aquatic Capital Management LLC 1.74% Reduce -25.4% 72,800 $53.3M
Hyman Charles D 2.95% Reduce -0.2% 72,763 $53.3M
DNB Asset Management AS 0.27% Reduce -29.5% 71,336 $52.3M
NewEdge Advisors, LLC 0.45% Add +3.0% 70,903 $51.9M
Abn Amro Investment Solutions 0.90% Reduce -10.6% 70,671 $51.8M
Benjamin F. Edwards & Company, Inc. 0.93% Add +3.1% 69,618 $51.0M
SG Americas Securities, LLC 0.26% Add +452.7% 69,406 $50.8M
Millennium Management 0.04% Add +38.7% 68,917 $50.5M
Investment House LLC 2.93% Add +2.5% 68,138 $49.9M
Flputnam Investment Management Co. 1.06% Reduce -0.7% 68,018 $49.8M
New York Life Investment Management LLC 0.49% Reduce -3.2% 66,950 $49.0M
Kestra Advisory Services, LLC 0.32% Add +6.8% 65,173 $47.7M
Capital Investment Counsel, Inc 8.22% Reduce -9.0% 65,064 $47.7M
Walleye Capital LLC 0.56% Add +589.1% 64,482 $47.2M
JARISLOWSKY, FRASER Ltd 0.27% Reduce -6.3% 64,405 $47.2M
EULAV Asset Management 1.29% Add +0.0% 63,805 $46.7M
Trillium Asset Management, LLC 1.19% Reduce -11.8% 63,784 $46.7M
Pacer Advisors, Inc. 0.11% Add +16.4% 63,747 $46.7M
Cannell & Spears LLC 0.96% Add +1968.9% 63,640 $46.6M
Nippon Life Global Investors Americas, Inc. 2.17% Add +3.7% 63,380 $46.4M
Yousif Capital Management, LLC 0.51% Reduce -2.1% 63,341 $46.4M
State of Alaska, Department of Revenue 0.52% Reduce -4.5% 62,574 $45.8M
Cresset Asset Management, LLC 0.22% Add +15.9% 62,342 $45.7M
Teachers Retirement System of the State of Kentucky 0.41% Reduce -39.4% 62,236 $45.6M
Violich Capital Management, Inc. 6.52% Add +2.6% 62,192 $45.6M
Mutual of America Capital Management LLC 0.49% Add +4.5% 61,962 $45.4M
Ieq Capital, LLC 0.64% Add +4.5% 60,718 $44.5M
Atria Wealth Solutions, Inc. 0.50% Add +5.5% 60,617 $44.4M
Louisiana State Employees Retirement System 0.86% Reduce -2.3% 60,600 $44.4M
Ami Asset Management Corp. 2.27% Reduce -28.8% 60,557 $44.4M
Capitolis Liquid Global Markets LLC 0.70% Add +500.0% 60,000 $44.0M
Private Advisor Group, LLC 0.32% Add +7.0% 59,972 $43.9M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.97% Add +3.1% 59,894 $43.9M
Maple Capital Management, Inc. 3.98% Reduce -16.3% 59,776 $43.8M
Rwa Wealth Partners, LLC 0.59% Reduce -20.7% 59,519 $43.6M
O'shaughnessy Asset Management, LLC 0.48% Add +20.0% 59,230 $43.4M
Norman Fields, Gottscho Capital Management, LLC 16.17% Reduce -0.8% 59,228 $43.4M
Border to Coast Pensions Partnership Ltd 0.96% No change 58,983 $43.2M
Achmea Investment Management B.V. 0.82% Add +34.2% 58,623 $42.9M
Howard Capital Management Group, LLC 3.30% Reduce -0.7% 58,511 $42.9M
Smith Chas P & Associates Pa Cpas 2.59% Add +3.4% 58,426 $42.8M
Stock Yards Bank & Trust Co. 1.41% Reduce -14.2% 58,262 $42.7M
Thrivent Financial for Lutherans 0.09% Add +60.6% 58,233 $42.7M
Whittier Trust Co. 0.62% Add +1.2% 58,086 $42.6M
Asset Advisors Investment Management, LLC 4.76% Reduce -1.1% 57,922 $42.4M
Dearborn Partners LLC 1.82% Reduce -23.3% 57,785 $42.3M
CI Investments Inc. 0.17% Reduce -34.6% 57,450 $42.1M
Klingenstein Fields & Co. LP 1.75% Reduce -3.1% 57,390 $42.0M
Pacific Heights Asset Management LLC 3.43% No change 57,000 $41.8M
B. Metzler seel. Sohn & Co. AG 0.46% Reduce -5.0% 56,723 $41.6M
CW Advisors, LLC 0.71% Reduce -8.5% 55,974 $41.0M
Pittenger & Anderson Inc. 1.66% Reduce -0.5% 55,660 $40.8M
Main Street Research LLC 2.76% Add +9.5% 55,510 $40.7M
Tandem Investment Advisors, Inc. 1.56% Reduce -26.5% 55,111 $40.4M
Kestra Private Wealth Services, LLC 0.91% Reduce -6.6% 54,964 $40.3M
Ofi Invest Asset Management 1.09% Add +2.7% 59,194 $40.2M
Aljian Capital Management, LLC 14.88% Reduce -1.0% 54,647 $40.0M
Randolph Co Inc 4.91% No change 54,585 $40.0M
Dakota Wealth Management 1.00% Add +18.1% 54,553 $40.0M
QRG Capital Management, Inc. 0.51% Add +10.3% 54,308 $39.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.27% Add +4.3% 53,156 $38.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.48% Add +4.7% 52,997 $38.8M
Voloridge Investment Management, LLC 0.14% Reduce -80.9% 52,625 $38.6M
Invictus Private Wealth, LLC 3.41% Reduce -1.2% 52,371 $38.4M
Smith Group Asset Management, LLC 2.17% Add +28.5% 51,817 $38.0M
Rafferty Asset Management, LLC 0.14% Reduce -1.1% 51,568 $37.8M
Wealthfront Advisers LLC 0.13% Add +3.1% 51,360 $37.6M
Trust Co. of Vermont 2.09% Add +7.5% 51,343 $37.6M
Stratos Wealth Partners, LTD. 0.63% Add +5.3% 51,151 $37.5M
Guardian Capital LP 1.30% Add +0.3% 50,758 $37.2M
WS Management LLLP 3.41% No change 50,746 $37.2M
Intech Investment Management LLC 0.52% Reduce -25.6% 50,602 $37.1M
Cumberland Partners Ltd 2.68% Reduce -8.4% 50,377 $36.9M
Illinois Municipal Retirement Fund 0.56% Reduce -19.9% 49,934 $36.6M
Prime Capital Investment Advisors, LLC 0.51% Add +1.4% 49,515 $36.3M
Spire Wealth Management 0.67% Reduce -9.2% 31,511 $36.3M
Cwm, LLC 0.17% Add +13.7% 48,822 $35.8M
Florida Trust Wealth Management Co 1.21% Add +1.1% 48,670 $35.7M
Mesirow Financial Investment Management, Inc. 0.81% Add +9.3% 48,545 $35.6M
Focus Partners Wealth 0.29% Add +63.9% 48,050 $35.2M
Agf Management Ltd. 0.19% Reduce -7.0% 47,610 $34.9M
General American Investors Co. Inc. 2.55% Reduce -11.3% 47,000 $34.4M
Vontobel Holding Ltd. 0.27% Reduce -20.3% 46,793 $34.3M
Storebrand Asset Management As 0.12% Add +10.7% 46,688 $34.2M
Parallel Advisors, LLC 0.92% Add +0.6% 46,202 $33.8M
Capital International Sarl 1.12% Add +25.1% 45,989 $33.7M
YHB Investment Advisors, Inc. 2.99% Reduce -0.3% 45,957 $33.7M
Boston Financial Mangement LLC 1.07% Reduce -46.8% 45,894 $33.6M
Beacon Pointe Advisors, LLC 0.37% Add +16.4% 44,918 $32.9M
Rempart Asset Management Inc. 6.30% Reduce -5.3% 44,781 $32.8M
Chilton Capital Management LLC 1.56% Reduce -2.5% 44,754 $32.8M
Birch Hill Investment Advisors LLC 1.58% Reduce -7.1% 44,218 $32.4M
Kingsview Wealth Management, LLC 0.81% Add +7.8% 44,165 $32.4M
Baldwin Wealth Partners LLC 2.43% Reduce -17.4% 44,072 $32.3M
Vanguard Personalized Indexing Management, LLC 0.68% Add +11.4% 43,349 $31.8M
iA Global Asset Management Inc. 0.64% Add +4.7% 42,723 $31.3M
Tokio Marine Asset Management Co. Ltd. 1.58% Reduce -2.4% 42,597 $31.2M
TruWealth Advisors, LLC 2.17% Reduce -1.7% 42,433 $31.1M
Front Street Capital Management, Inc. 5.83% Reduce -2.8% 42,390 $31.1M
Pinnacle Associates Ltd. 0.49% Reduce -9.3% 42,027 $30.8M
Marco Investment Management LLC 2.88% Reduce -0.6% 41,676 $30.5M
Foster Dykema Cabot & Partners, LLC 2.84% Add +0.5% 41,585 $30.5M
CTC LLC 0.50% New 41,514 $30.4M
Estabrook Capital Management 4.70% Reduce -3.1% 41,453 $30.4M
NorthCrest Asset Manangement, LLC 1.03% Add +0.6% 41,260 $30.2M
Cookson Peirce & Co. Inc. 1.61% Reduce -0.1% 41,149 $30.1M
Elo Mutual Pension Insurance Co 0.70% Add +4.9% 40,544 $29.7M
Fiduciary Trust Co 0.45% Add +2.1% 40,253 $29.5M
Cadinha & Co. LLC 5.04% Reduce -2.2% 40,014 $29.3M
Public Sector Pension Investment Board 0.21% Reduce -0.3% 39,882 $29.2M
Sequoia Financial Advisors, LLC 0.36% Reduce -13.4% 39,775 $29.1M
Shell Asset Management Co. 1.33% Reduce -6.0% 34,281 $29.1M
Madison Asset Management, LLC 0.36% Reduce -16.1% 39,704 $29.1M
Bailard, Inc. 0.80% Add +0.7% 39,702 $29.1M
Capital International, Inc. 0.39% Add +9.9% 39,623 $29.0M
Ziegler Capital Management, LLC 1.10% Reduce -21.4% 39,346 $28.8M
Markel Group 0.28% No change 39,150 $28.7M
Highland Capital Management, LLC 1.64% Add +1.7% 38,814 $28.4M
Advisors Capital Management, LLC 0.52% Add +16.3% 38,537 $28.2M
Quantinno Capital Management LP 0.61% Add +42.5% 38,416 $28.1M
Qube Research & Technologies Ltd 0.05% Reduce -74.8% 38,238 $28.0M
United American Securities Inc. (d/b/a UAS Asset Management) 7.49% Reduce -7.2% 38,236 $28.0M
Tower Research Capital LLC (TRC) 0.67% Reduce -45.6% 37,955 $27.8M
Oregon Public Employees Retirement Fund 0.55% Reduce -23.6% 37,899 $27.8M
Bar Harbor Wealth Management 1.85% Add +0.1% 37,750 $27.7M
Baltimore-Washington Financial Advisors, Inc. 1.75% Add +3.1% 37,663 $27.6M
Annex Advisory Services, LLC 0.98% Add +9.7% 37,582 $27.5M
Profund Advisors LLC 1.07% Reduce -5.4% 37,490 $27.5M
CWA Asset Management Group, LLC 1.67% Add +3.3% 37,402 $27.4M
Gulf International Bank (UK) Ltd 0.69% Add +0.6% 37,398 $27.4M
Lincoln Capital LLC 6.09% Reduce -0.1% 37,324 $27.3M
Absher Wealth Management, LLC 3.79% Reduce -1.6% 37,251 $27.3M
Capital International Ltd. 1.30% Add +18.6% 37,232 $27.3M
Synovus Financial Corp. 0.35% Add +0.3% 37,116 $27.2M
Nomura Holdings Inc. 0.22% New 36,778 $26.9M
Vancity Investment Management Ltd 3.21% Add +30.7% 36,744 $26.9M
Freestone Capital Holdings, LLC 1.00% Reduce -5.4% 36,640 $26.8M
Great Lakes Advisors, LLC 0.23% Add +7.5% 36,528 $26.8M
Godsey & Gibb, Inc. 2.81% Reduce -4.6% 36,470 $26.7M
Zacks Investment Management 0.28% Add +13.2% 36,431 $26.7M
Susquehanna Portfolio Strategies, LLC 0.62% No change 36,247 $26.6M
Adell Harriman & Carpenter Inc. 2.16% Reduce -0.2% 35,818 $26.2M
Buffington Mohr McNeal 4.72% Reduce -1.3% 35,621 $26.1M
Carnegie Investment Counsel 0.81% Reduce -1.8% 35,490 $26.0M
Neville Rodie & Shaw Inc. 1.97% Add +0.4% 35,192 $25.8M
Sonora Investment Management Group, LLC 2.00% Add +7.9% 34,657 $25.4M
Private Wealth Partners, LLC 2.03% Reduce -10.6% 34,597 $25.3M
Ironvine Capital Partners, LLC 2.78% Reduce 0.0% 34,597 $25.3M
Skandinaviska Enskilda Banken AB (publ) 0.12% Add +359.4% 34,535 $25.3M
Lido Advisors, LLC 0.23% Add +1.9% 34,186 $25.0M
Bokf, NA 0.46% Reduce -15.7% 34,666 $25.0M
Harvey Investment Co. LLC 2.81% Reduce -0.4% 33,938 $24.9M
Pinnacle Financial Partners Inc 0.54% Add +2.0% 33,910 $24.8M
Capital Group Private Client Services, Inc. 0.25% Add +10.2% 33,749 $24.7M
Kentucky Retirement Systems 0.74% Reduce -4.9% 33,698 $24.7M
Maryland State Retirement & Pension System 0.49% Add +0.6% 34,688 $24.7M
Avantax Advisory Services, Inc. 0.22% Add +12.0% 33,539 $24.6M
Alpha Cubed Investments, LLC 1.28% Add +7.1% 33,516 $24.6M
Performance Wealth Partners, LLC 1.02% Add +29.4% 33,300 $24.4M
Independent Advisor Alliance 0.88% Add +1.9% 33,117 $24.3M
Kiley Juergens Wealth Management, LLC 7.48% Reduce -0.0% 33,001 $24.2M
Abbrea Capital, LLC 3.18% Add +3.3% 32,979 $24.2M
WASHINGTON TRUST Co 0.88% Reduce -1.0% 32,780 $24.0M
Envestnet Portfolio Solutions, Inc. 0.09% Add +58.3% 32,701 $24.0M
L. Roy Papp & Associates, LLP 2.84% Reduce -5.3% 32,532 $23.8M
Motley Fool Asset Management LLC 1.53% Add +3.3% 32,378 $23.7M
Park National Corp. 0.91% Reduce -7.1% 32,369 $23.7M
Andra AP-fonden 0.42% Add +50.5% 32,200 $23.6M
Blue Chip Partners, LLC 2.28% Reduce -6.3% 32,116 $23.5M
Azimuth Capital Investment Management LLC 0.97% Reduce -0.7% 32,062 $23.5M
Gratus Capital, LLC 1.08% Reduce -32.8% 31,988 $23.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.73% Add +16.1% 31,959 $23.4M
Retirement Planning Group, LLC 1.79% Add +0.0% 31,875 $23.4M
SVB Wealth LLC 0.52% Reduce -6.8% 31,704 $23.2M
Beese Fulmer Investment Management, Inc. 2.19% Add +2.0% 31,703 $23.2M
King Luther Capital Management Corp. 0.11% Add +14.3% 31,702 $23.2M
North Point Portfolio Managers Corp. 3.89% Reduce -21.3% 31,356 $23.0M
Auxano Advisors, LLC 6.62% Add +0.5% 31,015 $22.7M
LBP Am SA 0.90% Add +18.8% 30,838 $22.6M
Dividend Assets Capital, LLC 4.76% Reduce -4.0% 30,798 $22.6M
Barlow Wealth Partners, LLC 3.06% Add +2.5% 30,729 $22.5M
Bristlecone Advisors, LLC 1.97% Reduce -3.7% 30,572 $22.4M
Middleton & Co. Inc. 2.58% Reduce -2.9% 30,496 $22.3M
Albion Financial Group 1.72% Add +0.2% 30,495 $22.3M
Assetmark, Inc. 0.07% Add +4.7% 30,426 $22.3M
Hoylecohen, LLC 1.70% Reduce -2.6% 30,399 $22.3M
Whittier Trust Co. of Nevada Inc. 0.64% Add +2.7% 30,339 $22.2M
Factory Mutual Insurance Co. 0.25% Reduce -3.2% 30,200 $22.1M
Zevin Asset Management LLC 3.66% Reduce -5.5% 30,047 $22.0M
Prudential PLC 0.18% Add +7.8% 29,892 $21.9M
Rothschild Investment LLC 1.57% Reduce -4.7% 29,574 $21.7M
Silvercrest Asset Management Group LLC 0.15% Reduce -19.1% 29,526 $21.6M
Taurus Asset Management, LLC 2.18% Reduce -2.8% 29,375 $21.5M
Weatherly Asset Management L. P. 2.07% Reduce -0.1% 29,154 $21.4M
Exencial Wealth Advisors, LLC 0.80% Reduce -1.7% 29,147 $21.4M
Jasper Ridge Partners, L.P. 0.67% New 29,000 $21.2M
DDD Partners, LLC 2.59% Add +0.5% 28,909 $21.2M
Cornerstone Advisors, LLC 0.88% Reduce -12.4% 28,900 $21.2M
Hartford Investment Management Co. 0.74% Reduce -3.9% 28,683 $21.0M
Jacobs & Co. 2.22% Reduce -3.2% 28,678 $21.0M
Credit Agricole S A 0.36% Add +92.0% 29,532 $21.0M
Washington Trust Bank 1.99% Reduce -7.7% 28,560 $20.9M
Dundas Partners LLP 1.64% Reduce -54.3% 28,400 $20.8M
Private Advisory Group LLC 2.91% Add +11.3% 27,830 $20.4M
Daiichi Life Insurance Co., Ltd. 0.46% Reduce -8.6% 27,736 $20.3M
Arcadia Investment Management Corp. 3.59% Add +0.1% 27,718 $20.3M
Atria Investments, Inc 0.28% Add +13.2% 27,723 $20.3M
Payden & Rygel Investment Group 1.37% — 27,400 $20.1M
Payden & Rygel 1.37% Add +0.4% 27,400 $20.1M
Patten & Patten Inc. 1.42% Reduce -3.0% 27,276 $20.0M
Townsquare Capital LLC 0.29% Add +3.3% 27,265 $20.0M
Mengis Capital Management, Inc. 3.09% Add +5.8% 27,160 $19.9M
Apollon Wealth Management, LLC 0.62% Add +3.4% 27,065 $19.8M
Trajan Wealth LLC 1.33% — 26,777 $19.6M
Harbour Trust & Investment Management Co 2.45% Reduce -5.6% 26,644 $19.5M
Temasek Holdings (Private) Ltd 0.11% Add +198.8% 26,559 $19.5M
Lyell Wealth Management, LP 1.98% Reduce -0.5% 26,556 $19.5M
Cary Street Partners Investment Advisory LLC 0.82% Reduce -5.2% 26,441 $19.4M
Galvin, Gaustad & Stein, LLC 1.80% Reduce -18.2% 26,368 $19.3M
Investment Management Corp of Ontario 0.57% Reduce -5.3% 26,334 $19.3M
Kelly Lawrence W & Associates Inc. 4.45% Reduce -4.5% 26,314 $19.3M
Securian Asset Management, Inc. 0.56% Reduce -6.9% 26,136 $19.1M
Allworth Financial LP 0.13% Add +9.3% 26,019 $19.1M
Empire Life Investments Inc. 1.17% Add +2.2% 25,986 $19.0M
First Horizon Advisors, Inc. 0.59% Add +21.4% 25,911 $19.0M
Colonial Trust Advisors 1.88% Reduce -2.5% 25,908 $19.0M
Clarity Financial LLC 2.94% Add +0.4% 25,882 $19.0M
Exchange Traded Concepts, LLC 0.49% Add +66.1% 25,866 $19.0M
Bellecapital International Ltd. 4.22% Add +1.7% 25,769 $18.9M
Mediolanum International Funds Ltd 0.31% — 25,725 $18.8M
Optiver Holding B.V. 0.78% New 25,606 $18.8M
JTC Employer Solutions Trustee Ltd 1.18% Reduce -21.6% 25,470 $18.6M
Crossmark Global Holdings, Inc. 0.36% Reduce -3.0% 25,415 $18.6M
Advisory Services Network, LLC 0.41% Add +18.9% 25,383 $18.6M
Phoenix Financial Ltd. 0.26% Add +203.3% 25,396 $18.6M
Wilbanks Smith & Thomas Asset Management LLC 0.52% Add +0.6% 25,377 $18.6M
Braun Stacey Associates Inc. 0.74% Reduce -5.0% 25,372 $18.6M
NEOS Investment Management LLC 1.15% Add +21.3% 25,298 $18.5M
Becker Capital Management Inc. 0.63% Reduce -0.6% 25,055 $18.4M
Jag Capital Management, LLC 2.60% Reduce -7.8% 24,993 $18.3M
First Merchants Corp. 1.37% Reduce -2.4% 24,831 $18.2M
Old National Bancorp 0.43% Reduce -0.5% 24,820 $18.2M
Renaissance Investment Group LLC 4.17% Add +0.1% 24,774 $18.2M
BLB&B Advisors, LLC 1.02% Reduce -3.2% 24,678 $18.1M
Harvest Portfolios Group Inc. 0.71% Reduce -16.9% 24,655 $18.1M
SouthState Bank Corp 1.40% Add +2.4% 24,611 $18.0M
Diversify Advisory Services, LLC 1.05% — 24,837 $17.9M
Gradient Investments LLC 0.41% Reduce -9.5% 24,268 $17.8M
Bank of Nova Scotia Trust Co. 1.91% Reduce -5.3% 24,236 $17.8M
Lincoln National Corp. 0.28% Add +6.5% 24,199 $17.7M
DE Burlo Group Inc. 2.33% Reduce -18.1% 23,965 $17.6M
Avitas Wealth Management LLC 2.66% Add +1.0% 23,905 $17.5M
Heritage Investors Management Corp. 0.62% Reduce -1.8% 23,846 $17.5M
Ferguson Wellman Capital Management, Inc. 0.36% Reduce -1.4% 23,763 $17.4M
Argent Trust Co 0.78% Add +2.5% 23,619 $17.3M
HRT Financial LP 0.11% Reduce -52.3% 23,615 $17.3M
LGT Group Foundation 0.41% Reduce -19.0% 23,614 $17.3M
Dynamic Advisor Solutions LLC 0.58% Add +5.7% 23,579 $17.3M
Oak Grove Capital LLC 4.85% Reduce -6.9% 23,542 $17.2M
Independent Financial Group, LLC 0.79% Add +2.2% 23,509 $17.2M
FFG Partners, LLC 7.48% Add +1.3% 23,446 $17.2M
Borer Denton & Associates, Inc. 6.07% Add +0.4% 23,422 $17.2M
McCollum Christoferson Group LLC 4.95% Reduce -3.2% 23,361 $17.1M
Salem Investment Counselors Inc. 0.56% Add +3.2% 23,254 $17.0M
Northstar Asset Management Inc. 2.98% Reduce -5.9% 23,149 $17.0M
Alley Investment Management Company, LLC 2.33% Reduce -3.9% 23,131 $16.9M
Advisors Asset Management, Inc. 0.33% Add +6.8% 23,114 $16.9M
CENTRAL TRUST Co 0.42% Reduce -1.7% 22,946 $16.8M
Franklin Street Advisors Inc. 1.24% Add +2.5% 22,912 $16.8M
Thornburg Investment Management Inc. 0.23% Reduce -13.6% 22,845 $16.7M
Copeland Capital Management, LLC 0.30% Add +7.7% 22,741 $16.7M
Woodstock Corp. 1.72% Reduce -0.1% 22,623 $16.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.19% Add +8.8% 22,546 $16.5M
Ameritas Investment Partners, Inc. 0.57% Reduce -0.8% 22,498 $16.5M
Verition Fund Management LLC 0.18% Reduce -25.2% 22,428 $16.4M
Brasada Capital Management, LP 2.95% Reduce -10.7% 22,425 $16.4M
CapWealth Advisors, LLC 1.84% Add +0.1% 22,414 $16.4M
Quest Investment Management LLC 1.83% Add +81.1% 22,370 $16.4M
Allianz SE 0.52% — 22,360 $16.4M
Independent Solutions Wealth Management, LLC 3.89% Reduce -0.2% 22,331 $16.4M
New Mexico Educational Retirement Board 0.59% Reduce -3.5% 22,265 $16.3M
B. Riley Wealth Advisors, Inc. 0.44% Add +9.9% 28,855 $16.3M
Raymond James Trust N.A. 0.40% Reduce -0.6% 22,247 $16.3M
Clearstead Advisors, LLC 0.81% Add +2.9% 20,996 $16.3M
Cardinal Capital Management 2.61% Add +2.6% 21,861 $16.0M
First Citizens Bank & Trust Co. 0.31% Add +251.0% 21,787 $16.0M
Citizens Financial Group Inc. 0.53% Add +2.8% 21,782 $16.0M
Cobblestone Capital Advisors LLC 1.00% Reduce -0.3% 21,730 $15.9M
North Star Asset Management Inc. 0.75% Reduce -0.6% 21,701 $15.9M
Nwam LLC 1.28% Reduce -1.6% 20,630 $15.8M
Jump Financial, LLC 0.43% Reduce -8.6% 21,604 $15.8M
Northstar Group, Inc. 3.23% Add +1.0% 21,593 $15.8M
Bragg Financial Advisors, Inc 0.71% Reduce -2.9% 21,561 $15.8M
Sandy Spring Bank 0.72% Add +0.5% 21,556 $15.8M
Metis Global Partners, LLC 0.57% Add +0.1% 21,542 $15.8M
Nordea Investment Management AB 0.02% Add +2.1% 21,547 $15.7M
Paragon Capital Management LLC 8.46% Reduce -1.3% 21,430 $15.7M
Bath Savings Trust Co 1.66% Add +4.6% 21,405 $15.7M
Segment Wealth Management, LLC 1.19% Add +4.8% 21,301 $15.6M
Penobscot Investment Management Company, Inc. 1.64% Add +4.1% 21,160 $15.5M
Coldstream Capital Management Inc. 0.39% Add +5.3% 21,139 $15.5M
Tidal Investments LLC 0.26% Add +26.1% 21,117 $15.5M
Tiaa Trust, National Association 0.05% Add +0.5% 21,076 $15.4M
Evergreen Capital Management LLC 0.58% Reduce -4.5% 20,926 $15.3M
Orion Porfolio Solutions, LLC 0.16% Reduce -4.4% 20,800 $15.2M
Orion Portfolio Solutions, LLC 0.16% Reduce -4.4% 20,800 $15.2M
Rheos Capital Works Inc. 0.73% Add +32.5% 20,800 $15.2M
Connors Investor Services Inc. 1.60% Reduce -19.9% 20,774 $15.2M
Mechanics Bank Trust Department 2.23% Reduce -2.8% 20,715 $15.2M
American National Bank & Trust 1.99% Add +0.6% 20,504 $15.0M
Rosenblum Silverman Sutton S F Inc. 4.23% Reduce -1.7% 20,390 $14.9M
Sawgrass Asset Management LLC 1.63% Reduce -30.2% 20,363 $14.9M
Granite Investment Partners, LLC 0.57% Reduce -0.3% 20,320 $14.9M
Tocqueville Asset Management L.P. 0.24% Add +2.3% 20,277 $14.9M
Engineers Gate Manager LP 0.39% Add +658.8% 20,214 $14.8M
Camden National Bank 2.61% Reduce -6.9% 20,210 $14.8M
Ancora Advisors LLC 0.34% Reduce -0.9% 20,090 $14.7M
AustralianSuper Pty Ltd 0.09% Reduce -66.8% 20,363 $14.7M
WoodTrust Financial Corp 2.32% Reduce -2.8% 20,028 $14.7M
Perigon Wealth Management, LLC 0.44% Reduce -3.4% 19,962 $14.6M
McGuire Investment Group, LLC 2.11% Add +1.0% 19,710 $14.4M
Park Avenue Securities LLC 0.19% Add +1.8% 19,653 $14.4M
Jackson Wealth Management, LLC 1.80% Add +6.0% 19,625 $14.4M
NWF Advisory Services Inc. 2.40% Add +0.1% 19,599 $14.4M
Harbour Investment Management LLC 6.73% Reduce -0.4% 19,573 $14.3M
First National Trust Co 0.58% Add +22.6% 19,510 $14.3M
Equitable Holdings, Inc. 0.16% Add +5.6% 19,386 $14.2M
GHP Investment Advisors, Inc. 0.70% Reduce -2.3% 19,360 $14.2M
Merit Financial Group, LLC 0.34% Add +52.8% 19,038 $14.2M
Daymark Wealth Partners, LLC 0.76% Reduce -0.4% 19,327 $14.2M
Talbot Financial, LLC 1.88% Reduce -0.5% 19,184 $14.1M
Thomas Story & Son LLC 5.93% Reduce -0.2% 19,172 $14.0M
Haverford Financial Services, Inc. 4.04% Reduce -28.3% 19,136 $14.0M
Jacobs Levy Equity Management, Inc. 0.06% Reduce -13.2% 19,102 $14.0M
HFR Wealth Management, LLC 3.53% Reduce -0.9% 19,068 $14.0M
Conway Capital Management, Inc. 7.81% Add +3.9% 19,061 $14.0M
First National Bank of Omaha 0.95% Reduce -40.6% 14,717 $13.9M
Progressive Investment Management Corp 3.80% Reduce -0.4% 18,915 $13.9M
Vestcor Inc 0.47% Reduce -7.8% 18,907 $13.9M
Cullinan Associates Inc. 0.78% Reduce -13.6% 18,882 $13.8M
NBT Bank, N.A. 1.01% Reduce -2.0% 18,851 $13.8M
Harvest Fund Management Co., Ltd 1.24% Add +142.2% 18,840 $13.8M
Snowden Capital Advisors LLC 0.43% Add +25.5% 18,720 $13.7M
Meeder Asset Management Inc. 0.87% Add +2358.9% 18,712 $13.7M
Brighton Jones LLC 0.49% Add +11.2% 18,604 $13.6M
Cozad Asset Management Inc. 1.42% Reduce -0.8% 18,552 $13.6M
Integrated Wealth Concepts LLC 0.20% Add +3.6% 18,516 $13.6M
Community Trust & Investment Co. 0.95% Reduce -0.1% 18,522 $13.6M
U.S. Capital Wealth Advisors, LLC 0.53% Add +0.7% 18,453 $13.5M
OneDigital Investment Advisors LLC 0.21% Add +19.5% 18,449 $13.5M
Farmers & Merchants Investments Inc. 0.46% Add +20.0% 18,427 $13.5M
Alps Advisors Inc. 0.10% Reduce -1.3% 18,354 $13.4M
McKinley Carter Wealth Services, Inc. 0.90% Add +0.6% 18,325 $13.4M
Fishman Jay A Ltd. 1.48% Reduce -0.1% 18,298 $13.4M
Cambridge Trust Co. 0.51% Reduce -17.3% 18,245 $13.4M
First Manhattan Co. Llc. 0.04% Add +6.0% 18,226 $13.4M
Wendell David Associates Inc. 1.35% Reduce -0.6% 18,228 $13.4M
Cyrus J. Lawrence, LLC 2.96% — 18,228 $13.4M
Prospera Financial Services Inc 0.40% Add +2.7% 18,196 $13.3M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3.29% Add +0.7% 18,202 $13.3M
Empirical Capital Management, LLC 10.76% No change 18,100 $13.3M
Kozak & Associates, Inc. 3.56% Add +13.1% 16,706 $13.2M
Metropolitan Life Insurance Co 0.57% Reduce -0.7% 17,897 $13.1M
Montag A & Associates Inc. 0.66% Add +8.1% 17,876 $13.1M
DF Dent & Co. Inc. 0.16% Add +5.2% 17,746 $13.0M
Sigma Planning Corp 0.41% Add +88.4% 17,698 $13.0M
Stockman Wealth Management, Inc. 2.28% Reduce -2.8% 17,631 $12.9M
HighPoint Advisor Group LLC 0.91% Reduce -1.8% 16,655 $12.9M
RB Capital Management, LLC 3.62% Add +1.5% 17,598 $12.9M
AE Wealth Management LLC 0.15% Reduce -71.7% 17,597 $12.9M
Central Bank & Trust Co. 1.83% Reduce -4.0% 17,570 $12.9M
Motco 0.77% Reduce -5.0% 17,557 $12.9M
Siemens Fonds Invest GmbH 0.99% Reduce -3.3% 17,516 $12.8M
Elk River Wealth Management LLC 2.59% Reduce -10.3% 17,351 $12.7M
Chartwell Investment Partners, LLC 0.43% Add +23.6% 17,147 $12.6M
NFJ Investment Group, LLC 0.34% No change 17,144 $12.6M
Ritholtz Wealth Management 0.43% Add +2.8% 17,011 $12.5M
Liontrust Investment Partners LLP 0.17% Reduce -22.7% 17,000 $12.5M
Willow Creek Wealth Management Inc. 1.46% Reduce -1.4% 16,996 $12.5M
RKL Wealth Management LLC 1.23% Reduce -0.6% 16,981 $12.4M
Girard Partners LTD. 1.16% Reduce -20.7% 16,865 $12.4M
Navellier & Associates Inc. 1.51% Add +30.3% 16,759 $12.3M
Slow Capital, Inc. 1.96% Reduce -0.6% 16,736 $12.3M
HB Wealth Management, LLC 0.15% Add +29.9% 16,719 $12.2M
Ipswich Investment Management Co., Inc. 2.85% Reduce -0.7% 16,636 $12.2M
Fidelis Capital Partners, LLC 1.84% Add +9.2% 16,585 $12.2M
DoubleLine ETF Adviser LP 3.09% New 16,578 $12.1M
Petredis Investment Advisors LLC 1.46% Add +2.7% 16,568 $12.1M
Householder Group Estate & Retirement Specialist, LLC 3.61% Add +0.1% 16,567 $12.1M
Jacobson & Schmitt Advisors, LLC 2.87% Reduce -4.2% 16,535 $12.1M
Integrated Advisors Network LLC 0.62% Add +9.8% 16,452 $12.1M
Cim, LLC 1.82% Add +395.8% 16,386 $12.0M
Stratos Wealth Advisors, LLC 0.71% Reduce -27.0% 16,363 $12.0M
Transform Wealth, LLC 1.14% Reduce -26.5% 16,352 $12.0M
Hutner Capital Management Inc. 6.49% Add +0.3% 16,330 $12.0M
Chapman Investment Management, LLC 8.81% Reduce -0.9% 16,324 $12.0M
Pinebridge Investments, L.P. 0.10% Add +76.5% 16,325 $12.0M
Liberty Capital Management, Inc. 2.94% Reduce -2.9% 16,304 $11.9M
Roundview Capital LLC 0.97% Add +2.1% 16,217 $11.9M
Rakuten Investment Management, Inc. 0.09% Add +1378.3% 16,187 $11.9M
Mattern Capital Management, LLC 1.61% Reduce -4.1% 16,169 $11.8M
First Western Trust Bank 0.53% Reduce -27.3% 16,014 $11.7M
Empirical Finance, LLC 0.72% Add +3.5% 15,968 $11.7M
Sigma Investment Counselors Inc. 0.75% Add +1.7% 15,963 $11.7M
Oak Ridge Investments LLC 1.18% Add +3.8% 15,958 $11.7M
Silvant Capital Management LLC 0.56% Add +2.7% 15,953 $11.7M
Greenleaf Trust 0.11% Reduce -1.1% 15,922 $11.7M
Boston Common Asset Management, LLC 0.28% Reduce -15.7% 15,916 $11.7M
Regency Capital Management Inc.\DE 7.39% Reduce -17.0% 15,859 $11.6M
First Foundation Advisors 0.46% Add +5.3% 15,843 $11.6M
Unio Capital LLC 5.10% Add +0.6% 15,832 $11.6M
Summit Financial, LLC 0.69% Reduce -21.4% 15,830 $11.6M
L.M. Kohn & Company 3.26% Add +0.6% 15,823 $11.6M
Aptus Capital Advisors, LLC 0.25% Add +7.2% 15,755 $11.5M
Westwood Holdings Group Inc. 0.09% Add +0.2% 15,730 $11.5M
Beck Bode, LLC 2.35% Add +10.7% 15,697 $11.5M
NWK Group, Inc. 5.35% Add +2.2% 15,579 $11.4M
Community Financial Services Group, LLC 2.59% — 15,546 $11.4M
IFP Advisors, Inc 0.50% Add +16.5% 15,526 $11.4M
Vinva Investment Management Ltd 0.64% Add +8.5% 15,513 $11.4M
NewEdge Wealth, LLC 0.25% Add +9.9% 15,390 $11.3M
PFG Investments, LLC 0.68% Add +99.7% 15,342 $11.2M
Laird Norton Wetherby Wealth Management, LLC 0.53% Reduce -3.1% 15,287 $11.2M
Arthur M. Cohen & Associates, LLC 2.36% Add +2.3% 15,215 $11.2M
Lakeside Advisors, INC. 7.11% Reduce -13.9% 15,161 $11.1M
First National Bank of Mount Dora, Trust Investment Services 2.70% Reduce -17.4% 15,152 $11.1M
Appleton Partners Inc. 0.86% Reduce -12.0% 15,133 $11.1M
Kanawha Capital Management LLC 0.89% Add +3.9% 15,116 $11.1M
Advisors Preferred, LLC 1.86% Add +421.6% 15,313 $11.0M
Great Valley Advisor Group, Inc. 0.33% Add +5.0% 15,057 $11.0M
Peachtree Investment Partners, LLC 4.46% Reduce -5.9% 15,051 $11.0M
Addenda Capital Inc. 0.42% Reduce -16.2% 15,016 $11.0M
Sienna Gestion 0.94% — 15,007 $11.0M
PFG Advisors 0.80% Reduce -0.3% 14,955 $11.0M
Brookstone Capital Management 0.20% Reduce -14.3% 14,944 $10.9M
Purus Wealth Management, LLC 5.40% Add +4.2% 14,931 $10.9M
Nations Financial Group Inc, /Ia/ 0.92% Add +0.9% 14,902 $10.9M
Credential Qtrade Securities Inc. 0.58% Add +119.1% 14,861 $10.9M
Stephens Inc. 0.17% Add +1.2% 14,861 $10.9M
Raab & Moskowitz Asset Management LLC 3.04% Add +1.0% 14,855 $10.9M
WealthPLAN Partners, LLC 1.12% Add +6.1% 14,711 $10.8M
Hartford Financial Management Inc. 2.27% Add +0.4% 14,693 $10.8M
Northwest & Ethical Investments L.P. 0.31% Add +4.0% 14,690 $10.8M
Ramsay, Stattman, Vela & Price, Inc. 2.06% Reduce -0.2% 14,679 $10.8M
Axxcess Wealth Management, LLC 0.30% Reduce -6.0% 14,678 $10.8M
Biondo Investment Advisors, LLC 1.66% Add +18.8% 14,648 $10.7M
Kentucky Retirement Systems Insurance Trust Fund 0.74% Reduce -7.2% 14,643 $10.7M
MassMutual Private Wealth & Trust, FSB 0.33% Reduce -0.7% 14,624 $10.7M
Capital Planning Advisors, LLC 1.88% Reduce -0.6% 14,589 $10.7M
Valeo Financial Advisors, LLC 0.38% Add +5.2% 14,749 $10.7M
Western Wealth Management, LLC 0.82% Reduce -17.0% 14,401 $10.6M
Verdence Capital Advisors LLC 0.96% Reduce -1.9% 14,370 $10.5M
Trifecta Capital Advisors, LLC 2.55% Add +3.4% 14,313 $10.5M
Tompkins Financial Corp. 1.18% Add +1.6% 14,295 $10.5M
Burns J W & Co. Inc. 1.45% Reduce -1.1% 14,232 $10.4M
Peterson Wealth Services 3.80% Reduce -6.2% 14,228 $10.4M
W.G. Shaheen & Associates DBA Whitney & Co 1.24% Reduce -10.5% 14,172 $10.4M
Sowell Financial Services LLC 0.49% Reduce -0.9% 14,117 $10.3M
Baker Ellis Asset Management LLC 1.54% Reduce -0.3% 14,111 $10.3M
Northwestern Mutual Investment Management Company, LLC 0.27% Add +0.5% 14,081 $10.3M
Mutual Advisors, LLC 0.33% Add +39.5% 14,053 $10.3M
McKinley Capital Management LLC 1.24% Reduce -11.7% 14,038 $10.3M
FRG Family Wealth Advisors LLC 2.01% Reduce -0.5% 14,159 $10.2M
Oppenheimer Asset Management Inc. 0.15% Reduce -12.8% 13,956 $10.2M
Perennial Advisors, LLC 2.38% Reduce -2.2% 13,954 $10.2M
Barometer Capital Management Inc. 2.65% Reduce -1.9% 14,136 $10.2M
WealthPlan Investment Management, LLC 1.56% Reduce -0.1% 13,941 $10.2M
FourThought Financial Partners, LLC 1.16% Reduce -31.1% 13,794 $10.1M
Webster Bank, N. A. 1.13% Reduce -2.5% 13,783 $10.1M
Kesler, Norman & Wride, LLC 2.14% Reduce -11.2% 13,774 $10.1M
First Trust Direct Indexing L.P. 0.75% Add +10.8% 13,769 $10.1M
Fayez Sarofim & Co 0.03% Add +0.1% 13,745 $10.1M
Busey Bank 0.36% Add +4.0% 13,729 $10.1M
Berger Financial Group, Inc 0.82% Reduce -7.6% 13,662 $10.0M
GAM Holding AG 0.72% Add +129.1% 13,659 $10.0M
Stokes Capital Advisors, LLC 2.91% Reduce -0.7% 13,639 $10.0M
Thematics Asset Management 0.41% Add +0.0% 13,634 $10.0M
GTS Securities LLC 0.27% Reduce -65.6% 13,559 $9.9M
Broadleaf Partners, LLC 2.54% Reduce -0.7% 13,545 $9.9M
Schnieders Capital Management LLC 2.05% Add +0.8% 13,431 $9.8M
Mission Wealth Management, LP 0.26% Add +54.6% 13,417 $9.8M
TLW Wealth Management, LLC 6.24% Reduce -0.1% 13,363 $9.8M
United Services Automobile Association 0.24% No change 13,349 $9.8M
Caldwell Trust Co 1.13% Add +3.4% 13,306 $9.7M
Nilsine Partners, LLC 1.33% Add +10.2% 13,285 $9.7M
Kingfisher Capital LLC 2.35% Reduce -0.7% 13,243 $9.7M
Vident Advisory, LLC 0.20% Add +50.6% 13,181 $9.7M
Ashton Thomas Private Wealth, LLC 0.55% Add +6.5% 13,182 $9.7M
LMCG Investments, LLC 0.57% Add +0.2% 13,110 $9.6M
Boston Family Office LLC 0.69% Reduce -3.8% 13,102 $9.6M
Hancock Whitney Corp. 0.33% Add +7.0% 13,071 $9.6M
Alberta Investment Management Corp 0.10% No change 13,000 $9.5M
Avantax Planning Partners, Inc. 0.31% Add +127.3% 12,954 $9.5M
American Money Management, LLC 1.98% Reduce -0.7% 12,950 $9.5M
Evexia Wealth LLC 3.90% Add +0.4% 12,945 $9.5M
Bridges Investment Management Inc. 0.29% Add +2.5% 12,871 $9.4M
Park State Asset Management 5.61% Reduce -12.8% 12,861 $9.4M
Capital Investment Counsel, LLC 2.02% Add +68.1% 12,845 $9.4M
DLK Investment Management, LLC 3.99% Reduce -1.0% 12,803 $9.4M
Marietta Wealth Management, LLC 1.54% Reduce -3.7% 12,768 $9.4M
Duncker Streett & Co. Inc. 1.84% Add +8.4% 12,754 $9.3M
Wilsey Asset Management Inc. 1.90% Add +0.5% 12,750 $9.3M
Guardian Capital Advisors LP 1.01% Add +26.7% 13,042 $9.3M
Garrison Bradford & Associates Inc. 9.55% Reduce -0.7% 12,636 $9.3M
Global Retirement Partners, LLC 0.34% Reduce -0.9% 12,616 $9.2M
SlateStone Wealth, LLC 0.93% Reduce -6.1% 12,600 $9.2M
Resources Management Corp. /CT/ 1.35% Reduce -10.9% 12,598 $9.2M
Jones Financial Companies LLLP 0.01% Add +26.9% 12,587 $9.2M
Silicon Valley Capital Partners 1.38% Add +10.3% 12,583 $9.2M
Plato Investment Management Ltd 0.95% Add +1364.6% 12,581 $9.2M
Osborne Partners Capital Management, LLC 0.57% Reduce -0.4% 12,551 $9.2M
Gouws Capital LLC 6.97% Reduce -4.0% 12,542 $9.2M
Strategic Planning Group, LLC 2.29% Add +10.5% 12,485 $9.1M
German American Bancorp, Inc. 1.10% Add +2.0% 12,462 $9.1M
Vision Capital Management, Inc. 1.36% Reduce -0.4% 12,440 $9.1M
Kercheville Advisors, LLC 4.30% Add +0.1% 12,434 $9.1M
1ST Source Bank 0.53% Reduce -0.2% 12,427 $9.1M
TCV Trust & Wealth Management, Inc. 0.87% Reduce -1.9% 12,370 $9.1M
Bfsg, LLC 1.19% Reduce -5.0% 12,320 $9.0M
Buckingham Strategic Wealth, LLC 0.09% Reduce -33.7% 12,246 $9.0M
King Wealth Management Group 1.57% Add +1.4% 12,243 $9.0M
Van Hulzen Asset Management, LLC 0.59% Reduce -62.1% 12,192 $8.9M
Bogart Wealth, LLC 0.46% Add +3.1% 12,190 $8.9M
Bensler, LLC 1.29% Add +0.6% 12,171 $8.9M
Signaturefd, LLC 0.19% Add +0.6% 12,169 $8.9M
Gotham Asset Management 0.13% Add +4.4% 12,153 $8.9M
Rice Partnership, LLC 2.09% Add +0.0% 12,119 $8.9M
Meiji Yasuda Asset Management Co Ltd. 0.38% Add +9.3% 12,103 $8.9M
Red Door Wealth Management, LLC 1.71% Add +4.3% 12,089 $8.9M
Eagle Asset Management Inc. 0.04% Add +45.3% 12,225 $8.8M
Avanda Investment Management Pte. Ltd. 1.18% Reduce -67.3% 12,019 $8.8M
Whalerock Point Partners, LLC 2.49% Add +0.9% 12,018 $8.8M
Blue Fin Capital, Inc. 1.96% Add +3.3% 11,982 $8.8M
Nikulski Financial, Inc. 2.91% Add +3.5% 11,964 $8.8M
Financial Advocates Investment Management 0.51% Reduce -1.6% 11,885 $8.7M
Country Club Bank 0.61% Reduce -3.3% 11,851 $8.7M
Clarity Wealth Advisors, LLC 2.93% Add +2.7% 11,816 $8.7M
Simmons Bank 0.65% Add +4.0% 11,799 $8.6M
Baugh & Associates, LLC 4.60% Reduce -0.1% 11,788 $8.6M
Palisade Capital Management, LP 0.26% Reduce -5.9% 11,759 $8.6M
K.J. Harrison & Partners Inc 1.33% Reduce -0.2% 11,759 $8.6M
Hoffman, Alan N Investment Management 4.82% Add +0.5% 11,731 $8.6M
Capital Investment Advisors, LLC 0.20% Add +11.4% 11,715 $8.6M
Defender Capital, LLC. 2.92% Reduce -7.0% 11,708 $8.6M
Ascent Group, LLC 0.75% Add +3.5% 11,647 $8.5M
SFE Investment Counsel 1.93% Add +5.1% 11,634 $8.5M
Sterling Investment Advisors, Ltd. 2.40% Reduce -1.9% 11,629 $8.5M
Bradley & Co. Private Wealth Management, LLC 6.87% Reduce -3.8% 11,594 $8.5M
Choreo, LLC 0.22% Reduce -5.0% 11,515 $8.4M
McBroom & Associates, LLC 5.55% Reduce -3.6% 11,503 $8.4M
North Star Investment Management Corp. 0.60% Add +1.2% 11,481 $8.4M
Pitcairn Co. 0.54% Add +0.4% 11,465 $8.4M
Texas Yale Capital Corp. 0.37% Add +2.7% 11,436 $8.4M
Cypress Asset Management Inc. 2.27% Reduce -1.5% 11,217 $8.4M
Savant Capital, LLC 0.10% Add +0.1% 11,375 $8.3M
Hixon Zuercher, LLC 3.51% Add +0.8% 11,346 $8.3M
Vantage Investment Partners, LLC 0.74% Reduce -12.3% 11,263 $8.3M
Meiji Yasuda Life Insurance Co 0.17% Add +85.2% 11,229 $8.2M
GAMCO Investors 0.08% Reduce -1.2% 11,228 $8.2M
Texas Capital Bank Wealth Management Services Inc 0.90% Reduce -15.1% 11,219 $8.2M
Quantbot Technologies LP 0.46% Add +832.2% 11,158 $8.2M
Thoroughbred Financial Services, LLC 0.78% Reduce -11.0% 11,135 $8.2M
Reynders McVeigh Capital Management, LLC 0.47% Reduce -1.5% 11,048 $8.1M
Spirepoint Private Client, LLC 1.23% — 11,030 $8.1M
Wesbanco Bank Inc. 0.30% Add +11.7% 11,018 $8.1M
Benjamin Edwards Inc. 1.60% Add +5.3% 10,992 $8.1M
NorthRock Partners, LLC 0.31% Add +1.6% 10,966 $8.0M
Telos Capital Management, Inc. 0.90% Reduce -6.0% 10,940 $8.0M
Goelzer Investment Management, Inc. 0.45% Reduce -14.2% 10,928 $8.0M
Cyndeo Wealth Partners, LLC 0.67% Add +5.4% 10,917 $8.0M
Banco Santander, S.A. 0.10% Add +44.4% 10,902 $8.0M
WINTON GROUP Ltd 0.56% New 10,875 $8.0M
Gladstone Institutional Advisory LLC 0.44% Reduce -19.2% 10,852 $8.0M
Nelson Capital Management, LLC 1.52% Reduce -4.5% 10,844 $7.9M
Moran Wealth Management, LLC 0.26% Reduce -7.3% 10,831 $7.9M
Simplicity Wealth,LLC 0.19% New 10,818 $7.9M
Tower Bridge Advisors 0.82% Reduce -37.5% 10,811 $7.9M
Journey Advisory Group, LLC 0.98% Add +7.5% 10,809 $7.9M
Hanson & Doremus Investment Management 1.36% Add +1.3% 10,738 $7.9M
S.E.E.D. Planning Group LLC 2.87% Reduce -10.0% 10,711 $7.8M
Buckley Wealth Management, LLC 2.52% Reduce -4.7% 10,709 $7.8M
Bridgeway Capital Management, LLC 0.16% New 10,700 $7.8M
Meridian Wealth Advisors, LLC 1.47% Add +6.5% 10,676 $7.8M
Sumitomo Life Insurance Co. 0.20% Add +0.8% 11,304 $7.8M
Carderock Capital Management Inc. 2.16% Reduce -5.3% 10,529 $7.7M
Skye Global Management LP 0.18% No change 10,500 $7.7M
Legacy Trust 1.91% Reduce -0.4% 10,478 $7.7M
Wealthspire Advisors, LLC 0.10% Add +3.9% 10,475 $7.7M
Mount Vernon Associates Inc. 6.53% Reduce -2.0% 10,459 $7.7M
First Personal Financial Services 1.77% Reduce -3.1% 10,432 $7.6M
Ethic Inc. 0.19% Add +2.2% 10,420 $7.6M
Knuff & Co LLC 2.56% Reduce -1.6% 10,410 $7.6M
Beck Mack & Oliver LLC 0.15% Reduce -0.5% 10,329 $7.6M
Keeler Thomas Management LLC 2.59% Reduce -1.8% 10,394 $7.6M
Cohen Klingenstein LLC 0.28% No change 10,300 $7.5M
ROI Financial Advisors, LLC 5.93% Reduce -4.6% 10,298 $7.5M
Baldwin Investment Management, LLC 1.02% Add +1.9% 10,277 $7.5M
Focus Financial Network, Inc. 0.37% — 10,582 $7.5M
Degroof Petercam Asset Management 0.09% Add +2.8% 10,230 $7.5M
First Washington CORP 2.86% No change 10,207 $7.5M
Arlington Financial Advisors, LLC 1.63% Reduce -4.7% 10,133 $7.4M
Procyon Advisors, LLC 0.57% Add +24.7% 10,110 $7.4M
Checchi Capital Advisers, LLC 0.58% Reduce -3.0% 10,101 $7.4M
Lombard Odier Asset Management (Switzerland) SA 0.52% New 9,993 $7.3M
Bell Asset Management Ltd 1.07% Reduce -0.4% 9,992 $7.3M
Pallas Capital Advisors LLC 0.30% Add +5.5% 9,851 $7.2M
Chelsea Counsel Co. 4.06% Reduce -2.7% 9,775 $7.2M
IHT Wealth Management, LLC 0.29% Reduce -2.2% 9,755 $7.1M
Weik Capital Management 3.03% Reduce -0.9% 9,728 $7.1M
FORA Capital, LLC 0.59% New 9,712 $7.1M
Bleakley Financial Group, LLC 0.21% Add +3.9% 9,693 $7.1M
Bray Capital Advisors 1.80% Reduce -1.8% 9,674 $7.1M
First Hawaiian Bank 0.22% Add +10.7% 9,661 $7.1M
Baker Avenue Asset Management, LP 0.27% Add +0.0% 9,575 $7.0M
Sitrin Capital Management LLC 3.83% Reduce -2.6% 9,572 $7.0M
Cape Cod Five Cents Savings Bank 0.67% Reduce -2.9% 9,556 $7.0M
Covington Investment Advisors Inc. 1.14% Reduce -31.9% 9,556 $7.0M
Parsons Capital Management Inc. 0.48% Add +4.7% 9,525 $7.0M
SeaCrest Wealth Management, LLC 0.85% Reduce -11.6% 9,498 $7.0M
EverSource Wealth Advisors, LLC 0.55% Add +18.1% 9,582 $6.9M
Howland Capital Management LLC 0.33% Reduce -5.3% 9,445 $6.9M
Pavion Blue Capital, LLC 3.42% No change 9,432 $6.9M
Banque Pictet & Cie SA 0.07% Add +5.6% 9,414 $6.9M
Meritage Portfolio Management 0.44% Add +2036.7% 9,380 $6.9M
Americana Partners, LLC 0.57% Add +7.8% 9,365 $6.9M
CFM Wealth Partners LLC 1.37% Add +19.7% 9,344 $6.8M
Ayrshire Capital Management LLC 3.69% Reduce -1.5% 9,322 $6.8M
Koss-Olinger Consulting, LLC 3.69% New 9,322 $6.8M
Roffman Miller Associates Inc. 0.46% New 9,306 $6.8M
Legacy Private Trust Co. 0.50% Reduce -3.2% 9,294 $6.8M
Balentine LLC 0.20% Add +10.5% 9,277 $6.8M
Taikang Asset Management (Hong Kong) Co Ltd 1.43% Add +6.7% 9,274 $6.8M
Longbow Finance SA 0.68% New 9,230 $6.8M
American Trust 0.56% Reduce -5.6% 9,230 $6.8M
Kenora Financial, LLC 2.87% Add +0.7% 9,212 $6.7M
Jamison Private Wealth Management, Inc. 1.14% Add +4.2% 9,197 $6.7M
L & S Advisors Inc 0.86% Reduce -2.1% 9,151 $6.7M
GPS Wealth Strategies Group, LLC 1.08% Add +3.8% 9,125 $6.7M
Moors & Cabot, Inc. 0.36% Reduce -2.8% 9,114 $6.7M
Mgo One Seven LLC 0.35% Add +7.7% 9,101 $6.7M
Narwhal Capital Management 0.65% Reduce -7.8% 9,097 $6.7M
AMJ Financial Wealth Management 2.23% Add +9.6% 9,095 $6.7M
Gilder Gagnon Howe & Co. LLC 0.08% Reduce -0.7% 9,064 $6.6M
TFG Advisers LLC 2.60% Add +0.0% 9,056 $6.6M
RWQ Financial Management Services, Inc. 2.88% Reduce -10.6% 9,033 $6.6M
Moneta Group Investment Advisors LLC 0.11% Add +4.3% 9,015 $6.6M
Ballentine Partners, LLC 0.13% Reduce -6.6% 9,008 $6.6M
Pecaut & Co. 2.46% Reduce -3.2% 9,003 $6.6M
Cordgrass Capital Advisors, LLC 2.05% Add +0.1% 8,997 $6.6M
Barr E S & Co. 0.43% No change 8,987 $6.6M
RAM Investment Partners, LLC 2.07% Add +7.7% 8,979 $6.6M
Hills Bank & Trust Co 0.56% Add +1.5% 8,967 $6.6M
Montecito Bank & Trust 1.31% Reduce -5.6% 8,965 $6.6M
Great Lakes Retirement, Inc. 0.97% Add +1.0% 8,952 $6.6M
Dana Investment Advisors, Inc. 0.22% Add +2.3% 8,903 $6.5M
LS Investment Advisors, LLC 1.03% Add +65.0% 8,885 $6.5M
Harbour Investments, Inc. 0.23% Add +6.3% 8,878 $6.5M
Mountain Pacific Investment Advisers LLC 0.36% Reduce -2.9% 8,843 $6.5M
Trust Co. of Oklahoma 2.30% Add +0.3% 8,841 $6.5M
180 Wealth Advisors, LLC 1.16% Add +1.2% 8,825 $6.5M
Praxis Investment Management Inc. 0.43% Add +14.0% 8,803 $6.4M
Howe & Rusling Inc. 0.62% Add +0.4% 8,795 $6.4M
Asset Dedication, LLC 0.48% Reduce -6.1% 8,820 $6.4M
Consolidated Capital Management, LLC 3.06% Reduce -2.3% 8,712 $6.4M
Edgestream Partners, L.P. 0.32% Add +133.8% 8,704 $6.4M
Griffin Asset Management, Inc. 0.76% Add +3.7% 8,697 $6.4M
NorthCoast Asset Management LLC 0.08% Reduce -16.8% 8,663 $6.3M
Colonial Trust Co / SC 1.19% Reduce -2.8% 8,658 $6.3M
Sumitomo Mitsui Financial Group, Inc. 0.20% Reduce -3.9% 8,622 $6.3M
Lake Street Private Wealth, LLC 0.87% Add +4.9% 8,605 $6.3M
Transamerica Financial Advisors, LLC 0.64% Add +218.5% 8,597 $6.3M
Schechter Investment Advisors, LLC 0.47% Add +0.1% 8,584 $6.3M
Coastline Trust Co 0.76% Reduce -0.9% 8,582 $6.3M
One Capital Management, LLC 0.23% Reduce -1.9% 8,566 $6.3M
SteelPeak Wealth, LLC 0.32% Reduce -54.9% 8,555 $6.3M
Venture Visionary Partners LLC 0.30% Add +3.7% 8,554 $6.3M
Wolverine Trading, LLC 0.06% Reduce -62.9% 8,545 $6.3M
CX Institutional 0.30% Reduce -4.6% 8,540 $6.3M
Chronos Wealth Management, LLC 3.66% Reduce -1.3% 8,538 $6.3M
Sage Capital Advisors,llc 1.81% Add +1.4% 8,534 $6.3M
Bull Street Advisors, LLC 2.99% Reduce -0.7% 8,520 $6.2M
Sandler Capital Management 0.76% New 8,510 $6.2M
Empowered Funds, LLC 0.11% Add +48.0% 8,507 $6.2M
Choate Investment Advisors 0.17% Reduce -2.4% 8,507 $6.2M
Motley Fool Wealth Management, LLC 0.32% Reduce -57.9% 8,495 $6.2M
Good Life Advisors, LLC 0.55% Add +1.5% 8,493 $6.2M
Institute for Wealth Management, LLC. 0.81% Reduce -0.4% 8,489 $6.2M
Clarius Group, LLC 0.43% Add +33.9% 8,442 $6.2M
Cypress Capital Group 0.74% Reduce -2.5% 8,440 $6.2M
Diamant Asset Management, Inc. 4.29% No change 8,435 $6.2M
Zevenbergen Capital Investments LLC 0.13% Reduce -2.8% 8,426 $6.2M
Stiles Financial Services Inc 2.46% Add +0.9% 8,412 $6.2M
Townsend Asset Management Corp. /NC/ 2.44% Add +2.1% 8,390 $6.1M
Dorsey & Whitney Trust CO LLC 0.42% Reduce -6.5% 8,365 $6.1M
William Allan Corp 4.05% Reduce -0.3% 8,331 $6.1M
Agur Provident & Training Funds Management Ltd. 1.85% No change 8,400 $6.1M
Courier Capital LLC 0.44% Reduce -3.3% 8,281 $6.1M
Compound Planning, Inc. 0.56% Add +173.8% 8,216 $6.0M
Rockline Wealth Management, LLC 2.10% Add +1.9% 8,202 $6.0M
Spinnaker Trust 0.39% Reduce -6.8% 8,167 $6.0M
Bremer Bank National Association 1.10% Add +0.1% 8,141 $6.0M
HCR Wealth Advisors 0.90% Reduce -22.2% 8,134 $6.0M
Merriman Wealth Management, LLC 0.26% Add +2.9% 8,097 $5.9M
Fiduciary Group, LLC 0.64% Add +0.4% 8,063 $5.9M
Cassaday & Co Wealth Management LLC 0.19% Add +0.9% 8,058 $5.9M
Trust Co of Kansas 3.20% Reduce -45.2% 8,012 $5.9M
Geneos Wealth Management Inc. 0.27% Reduce -2.8% 8,009 $5.9M
Pine Valley Investments Ltd Liability Co 0.46% Add +5.1% 8,007 $5.9M
Glenview Trust Co 0.13% Add +3.0% 8,002 $5.9M
Anchor Investment Management, LLC 0.61% Add +0.3% 7,951 $5.8M
Angeles Wealth Management, LLC 0.58% Add +2.2% 7,926 $5.8M
Capital Group Investment Management Pte. LTD. 1.04% Add +20.5% 7,893 $5.8M
EFG Asset Management (North America) Corp. 1.00% Reduce -12.3% 7,891 $5.8M
Turtle Creek Wealth Advisors, LLC 1.42% Add +8.4% 7,887 $5.8M
ClariVest Asset Management LLC 0.60% Reduce -69.9% 7,880 $5.8M
Level Four Advisory Services, LLC 0.32% No change 8,732 $5.8M
Trivium Point Advisory, LLC 1.23% Add +1.4% 7,820 $5.7M
NJ State Employees Deferred Compensation Plan 0.72% No change 7,800 $5.7M
Harbour Capital Advisors, LLC 1.41% Add +0.6% 8,028 $5.7M
Livforsakringsbolaget Skandia, Omsesidigt 0.48% Add +93.4% 7,785 $5.7M
Capital Analysts, LLC 0.27% Add +2.3% 7,757 $5.7M
Mitchell Capital Management Co. 1.09% Reduce -37.8% 7,745 $5.7M
Bard Financial Services, Inc. 0.60% Reduce -2.1% 7,735 $5.7M
China Universal Asset Management Co., Ltd. 0.72% Add +22.3% 7,719 $5.7M
Baron Capital (BAMCO) 0.02% Add +74.9% 7,715 $5.7M
St Germain D J Co. Inc. 0.28% Add +0.2% 7,684 $5.6M
Fort Washington Investment Advisors Inc. 0.04% Reduce -1.8% 7,670 $5.6M
HUB Investment Partners, LLC 0.31% Add +9.0% 7,669 $5.6M
Landscape Capital Management, L.L.C. 0.49% New 7,658 $5.6M
Schonfeld Strategic Advisors LLC 0.04% Add +539.1% 7,650 $5.6M
Encompass Wealth Advisors, LLC 1.49% Add +0.0% 7,624 $5.6M
Silphium Asset Management Ltd 2.89% Add +1.6% 7,622 $5.6M
Hodges Capital Management Inc. 0.35% Reduce -28.4% 7,557 $5.5M
Auxier Asset Management LLC 0.84% Reduce -13.3% 7,549 $5.5M
DORCHESTER WEALTH MANAGEMENT Co 0.99% Reduce -6.7% 7,525 $5.5M
UniSuper Management Pty Ltd 0.05% Add +120.5% 7,515 $5.5M
Hudson Value Partners, LLC 2.34% Add +0.4% 7,509 $5.5M
Jackson Square Capital, LLC 1.42% Add +37.5% 7,504 $5.5M
Schmidt P J Investment Management Inc. 1.04% Reduce -1.5% 7,492 $5.5M
Private Trust Co. NA 0.59% Add +2.2% 7,486 $5.5M
TRUE Private Wealth Advisors 0.63% Reduce -6.6% 7,477 $5.5M
Westover Capital Advisors, LLC 1.60% Reduce -2.4% 7,475 $5.5M
Fulton Bank, N.A. 0.22% Reduce -0.6% 7,471 $5.5M
Kennedy Capital Management LLC 0.11% New 7,467 $5.5M
First Interstate Bank 0.38% Reduce -6.0% 7,451 $5.5M
Twin Capital Management Inc. 0.68% Reduce -2.7% 7,444 $5.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC 2.30% Reduce -4.0% 7,553 $5.5M
Connecticut Wealth Management, LLC 0.29% Reduce -0.4% 7,424 $5.4M
Clearstead Trust, LLC 1.42% Reduce -10.9% 7,424 $5.4M
Belpointe Asset Management LLC 0.41% Reduce -2.7% 7,398 $5.4M
Norris Perne & French LLP 0.39% Reduce -79.9% 7,399 $5.4M
STF Management LP 2.35% Reduce -0.1% 7,397 $5.4M
Concourse Financial Group Securities, Inc. 0.35% Reduce -0.5% 7,390 $5.4M
Argus Investors' Counsel, Inc. 3.31% Reduce -4.5% 7,357 $5.4M
Stanley-Laman Group, Ltd. 0.69% Add +9.2% 7,355 $5.4M
Enterprise Bank & Trust Co 1.85% Reduce -5.7% 7,350 $5.4M
Tranquility Partners, LLC 2.08% Add +3.1% 7,348 $5.4M
Bank of Stockton 1.66% Reduce -0.7% 7,344 $5.4M
Symmetry Investments LP 0.56% Reduce -21.8% 7,319 $5.4M
Fortis Group Advisors, LLC 0.99% Add +871.9% 7,309 $5.4M
World Investment Advisors 0.77% Reduce -66.7% 2,596 $5.4M
Nicolet Bankshares Inc. 1.11% Add +0.3% 7,300 $5.3M
Bahl & Gaynor LLC 0.03% Add +1.2% 7,298 $5.3M
United Capital Management of KS, Inc. 1.22% Reduce -2.4% 7,261 $5.3M
Prio Wealth Limited Partnership 0.15% Add +1.1% 7,258 $5.3M
Indiana Trust & Investment Management Co 2.14% Add +8.8% 7,242 $5.3M
Seven Eight Capital, LP 0.55% Add +2196.8% 7,235 $5.3M
Peterson Wealth Management 3.83% Add +43.6% 7,229 $5.3M
Ontario Teachers Pension Plan Board 0.05% Reduce -7.0% 7,187 $5.3M
Concentric Wealth Management, LLC 1.40% Reduce -4.6% 7,184 $5.3M
Mather Group, Llc. 0.08% Reduce -19.0% 7,964 $5.3M
Csenge Advisory Group 0.29% Add +13.5% 7,167 $5.3M
Trust Co. of Toledo NA 0.82% Add +10.2% 7,159 $5.2M
Caprock Group, LLC 0.30% Add +0.3% 7,157 $5.2M
Pacific Global Investment Management Co. 1.00% Reduce -8.4% 7,149 $5.2M
Group One Trading LLC 0.19% Reduce -74.3% 7,129 $5.2M
Marketfield Asset Management LLC 4.10% No change 7,125 $5.2M
Maven Securities LTD 0.31% Reduce -16.4% 7,090 $5.2M
Manchester Financial Inc. 1.35% Reduce -1.4% 7,080 $5.2M
Bellevue Asset Management, LLC 2.92% Reduce -0.8% 7,034 $5.2M
Wimmer Associates 1, LLC 2.70% Add +0.8% 7,014 $5.1M
WD Rutherford LLC 2.66% Reduce -3.7% 7,011 $5.1M
City Holding Co. 0.77% Add +8.1% 7,011 $5.1M
KP Management LLC 2.20% No change 7,000 $5.1M
Etesian Wealth Advisors, Inc. 2.93% Reduce -1.2% 6,982 $5.1M
Eudaimonia Partners, LLC 1.22% Reduce -0.4% 6,982 $5.1M
Elite Wealth Management, Inc. 1.24% Add +1.8% 6,973 $5.1M
Front Row Advisors LLC 1.88% Reduce -0.0% 6,912 $5.1M
Principal Securities, Inc. 0.16% Add +20.5% 6,902 $5.1M
Robertson Stephens Wealth Management, LLC 0.28% Add +12.8% 6,890 $5.0M
HBK Sorce Advisory LLC 0.18% Add +0.1% 6,886 $5.0M
Shorepoint Capital Partners LLC 1.23% Reduce -3.7% 6,876 $5.0M
Regal Investment Advisors LLC 0.34% Add +1.2% 6,862 $5.0M
Avior Wealth Management, LLC 0.23% Add +11.8% 6,849 $5.0M
Northcape Wealth Management, LLC 1.82% Reduce -0.9% 6,833 $5.0M
Spirit of America Management Corp. 1.01% Add +0.7% 6,831 $5.0M
Accent Capital Management, LLC 4.32% Add +6.6% 6,825 $5.0M
Stewart & Patten Co. LLC 0.74% Reduce -0.1% 6,802 $5.0M
Centered Wealth LLC dba Miller Equity Capital Advisors 2.06% No change 6,800 $5.0M
Godshalk Welsh Capital Management, Inc. 3.34% No change 6,794 $5.0M
Pure Financial Advisors, LLC 0.16% Reduce -3.0% 6,794 $5.0M
Blume Capital Management, Inc. 1.21% Reduce -1.6% 6,754 $4.9M
Dupree Financial Group, LLC 2.34% Reduce -29.0% 6,748 $4.9M
Optimum Investment Advisors 2.27% Reduce -2.1% 6,743 $4.9M
Trinity Legacy Partners, LLC 1.45% Reduce -16.7% 6,743 $4.9M
Tower View Wealth Management LLC 2.89% Reduce -9.2% 6,743 $4.9M
Benin Management CORP 1.56% Add +0.1% 6,733 $4.9M
Concurrent Investment Advisors, LLC 0.20% Reduce -11.1% 6,719 $4.9M
First National Advisers, LLC 1.10% Add +9.2% 7,485 $4.9M
Highline Wealth Partners LLC 2.00% Add +5.9% 6,699 $4.9M
Koshinski Asset Management, Inc. 0.50% Reduce -19.9% 6,675 $4.9M
Eastern Bank 0.20% No change 6,667 $4.9M
Leelyn Smith, LLC 0.98% Reduce -0.3% 6,666 $4.9M
Leisure Capital Management 2.45% No change 6,656 $4.9M
Dillon & Associates Inc. 0.76% Add +3.8% 6,634 $4.9M
Catalyst Capital Advisors LLC 0.12% Reduce -0.7% 6,626 $4.9M
River Wealth Advisors LLC 0.71% Add +23.5% 6,625 $4.9M
Wintrust Investments LLC 0.43% Add +1.6% 6,611 $4.8M
NatWest Group plc 1.86% Reduce -3.1% 6,589 $4.8M
Trek Financial, LLC 0.38% Add +212.6% 6,577 $4.8M
M&R Capital Management Inc. 1.18% Reduce -8.6% 6,575 $4.8M
Bank of New Hampshire 1.27% Reduce -0.7% 6,572 $4.8M
Pacific Sage Partners, LLC 1.24% Reduce -0.5% 6,563 $4.8M
Diversified Trust Co. 0.14% Add +0.3% 6,547 $4.8M
Calamos Wealth Management LLC 0.27% Reduce -7.2% 6,536 $4.8M
Woodmont Investment Counsel LLC 0.40% Reduce -0.5% 6,536 $4.8M
Rehmann Capital Advisory Group 0.36% Add +47.2% 6,528 $4.8M
Linscomb Wealth, Inc. 0.25% Reduce -2.4% 6,527 $4.8M
Hohimer Wealth Management, LLC 1.12% Add +4.8% 6,523 $4.8M
Rossmore Private Capital 0.63% Add +0.4% 6,523 $4.8M
Fox Hill Wealth Management 3.22% Add +2.4% 6,521 $4.8M
Somerset Trust Co 1.94% Reduce -8.2% 6,497 $4.8M
McIlrath & Eck, LLC 0.75% Add +137.1% 6,494 $4.8M
W.H. Cornerstone Investments Inc. 3.43% Add +0.1% 6,494 $4.8M
Cohen Capital Management, Inc. 0.84% Add +1.9% 6,483 $4.7M
Morse Asset Management, Inc 1.22% No change 6,480 $4.7M
Ghe, LLC 2.19% Add +0.1% 6,464 $4.7M
Geneva Capital Management LLC 0.08% Reduce -4.8% 6,449 $4.7M
Midwest Professional Planners, LTD. 1.65% Reduce -6.0% 6,436 $4.7M
Arjuna Capital 1.33% Add +4.1% 6,417 $4.7M
Flagship Harbor Advisors, LLC 0.30% Reduce -0.6% 6,408 $4.7M
Bell & Brown Wealth Advisors, LLC 2.00% Reduce -2.4% 6,382 $4.7M
Holderness Investments Co. 1.14% Add +1.6% 6,382 $4.7M
Tritonpoint Wealth, LLC 0.49% Reduce -13.5% 7,319 $4.6M
Lafayette Investments, Inc. 1.04% No change 6,320 $4.6M
Family Legacy, Inc. 1.66% Reduce -6.3% 6,316 $4.6M
Summit Trail Advisors, LLC 0.12% Add +4.6% 6,299 $4.6M
Bryn Mawr Trust Advisors, LLC 0.26% Add +22.6% 7,799 $4.6M
Wealthcare Advisory Partners LLC 0.15% Add +154.3% 6,285 $4.6M
Certified Advisory Corp 0.64% Add +4.8% 6,277 $4.6M
Orleans Capital Management Corp. 3.02% Add +1.4% 6,276 $4.6M
BOK Financial Private Wealth, Inc. 0.34% Reduce -21.5% 6,271 $4.6M
Ceera Investments, LLC 2.01% Reduce -0.1% 6,263 $4.6M
Syon Capital LLC 0.43% Add +7.9% 6,241 $4.6M
LM Advisors LLC 0.80% Reduce -28.6% 6,233 $4.6M
Modera Wealth Management, LLC 0.07% Reduce -3.1% 6,230 $4.6M
Alhambra Investment Management LLC 2.49% Reduce -2.9% 6,211 $4.6M
Wambolt & Associates, LLC 1.36% Reduce -3.3% 6,302 $4.5M
Mattern Wealth Management LLC 1.10% Reduce -0.3% 6,187 $4.5M
FineMark National Bank & Trust 0.17% Add +3.9% 6,182 $4.5M
HTLF Bank 0.52% Reduce -2.8% 6,179 $4.5M
E Fund Management Co., Ltd. 0.28% Add +36.7% 6,163 $4.5M
Highlander Capital Management, LLC 1.79% Reduce -0.4% 6,162 $4.5M
AIA Group Ltd 0.15% Reduce -33.9% 6,139 $4.5M
FAS Wealth Partners, Inc. 0.40% Add +0.5% 6,124 $4.5M
ICW Investment Advisors LLC 1.99% Add +0.2% 6,113 $4.5M
Hall Capital Management Co. Inc. 2.21% Reduce -1.9% 6,104 $4.5M
Next Century Growth Investors LLC 0.39% Add +1.4% 6,099 $4.5M
Mission Creek Capital Partners, Inc. 1.16% Add +8.4% 6,089 $4.5M
True North Advisors, LLC 1.23% Add +2.9% 6,071 $4.4M
UNIVEST FINANCIAL Corp 1.25% Reduce -40.9% 6,071 $4.4M
Lion Street Advisors, LLC 1.81% No change 6,722 $4.4M
Cairn Investment Group, Inc. 2.53% No change 6,024 $4.4M
New Hampshire Trust 1.03% Reduce -1.7% 6,013 $4.4M
StrongBox Wealth, LLC 2.32% Reduce -1.4% 6,006 $4.4M
Rench Wealth Management, Inc. 1.69% New 6,004 $4.4M
Beacon Investment Advisors LLC 2.50% Add +1.1% 5,989 $4.4M
Sunbelt Securities, Inc. 0.49% Add +16.5% 5,986 $4.4M
TAGStone Capital, Inc. 2.56% Add +0.1% 5,973 $4.4M
Petix & Botte Co 1.08% Reduce -50.0% 5,958 $4.4M
Harvest Investment Services, LLC 1.75% Add +113.3% 5,952 $4.4M
Meeder Advisory Services, Inc. 0.44% Add +7.0% 5,894 $4.3M
Douglas Lane & Associates, LLC 0.06% Reduce -3.8% 5,891 $4.3M
WBH Advisory Inc. 0.44% Reduce -3.3% 5,886 $4.3M
TCI Wealth Advisors, Inc. 0.42% Add +0.5% 5,865 $4.3M
Cherry Creek Investment Advisors, Inc. 2.33% Add +5.0% 5,862 $4.3M
Bay Rivers Group 2.34% Add +3.0% 5,827 $4.3M
Stevens Capital Management LP 0.83% Add +3.1% 5,825 $4.3M
Strait & Sound Wealth Management LLC 2.38% Reduce -1.8% 5,826 $4.3M
Liberty One Investment Management, LLC 0.48% Add +4.8% 5,822 $4.3M
Harbor Investment Advisory, LLC 0.44% Add +0.9% 5,808 $4.3M
Manhattan West Asset Management, LLC 1.02% Add +28.3% 5,792 $4.2M
Vickerman Investment Advisors, Inc. 1.36% Reduce -2.9% 5,776 $4.2M
PFC Capital Group, Inc. 2.27% Add +0.6% 5,771 $4.2M
Parisi Gray Wealth Management 1.58% Add +1.5% 5,761 $4.2M
International Assets Investment Management, LLC 0.44% Add +24.1% 5,838 $4.2M
Principle Wealth Partners LLC 0.33% Reduce -2.0% 5,744 $4.2M
InterOcean Capital Group, LLC 0.10% Add +12.9% 5,740 $4.2M
Madrona Financial Services, LLC 1.46% Add +0.8% 5,740 $4.2M
Harrington Investments, INC 2.40% Reduce -0.7% 5,733 $4.2M
Rowlandmiller & Partners.adv 0.89% Reduce -0.5% 5,732 $4.2M
Wright Investors Service Inc. 1.06% Add +1.3% 5,730 $4.2M
Schwarz Dygos Wheeler Investment Advisors LLC 1.19% Reduce -0.1% 5,722 $4.2M
Pine Haven Investment Counsel, Inc 3.69% Reduce -0.7% 5,720 $4.2M
Carroll Investors, Inc 3.15% Reduce -6.2% 5,714 $4.2M
Kingswood Wealth Advisors, LLC 0.48% Reduce -20.2% 5,712 $4.2M
Concentric Capital Strategies, LP 0.27% New 5,710 $4.2M
Tyche Wealth Partners LLC 1.02% Reduce -7.0% 5,706 $4.2M
Qtron Investments LLC 0.59% Add +5.6% 5,701 $4.2M
Cypress Capital Management LLC (WY) 4.56% No change 5,698 $4.2M
Summit Global Investments 0.31% Reduce -30.4% 5,691 $4.2M
TBH Global Asset Management, LLC 0.83% Add +7.3% 5,672 $4.2M
Eley Financial Management, Inc 1.79% Add +0.6% 5,670 $4.2M
Atlantic Union Bankshares Corp 0.35% Reduce -7.4% 5,660 $4.1M
CoreCap Advisors, LLC 0.22% Reduce -12.9% 5,652 $4.1M
Sepio Capital, LP 0.35% Reduce -3.0% 5,635 $4.1M
Davidson Trust Co. 2.40% Add +3.2% 5,633 $4.1M
Roberts Wealth Advisors, LLC 1.54% New 5,740 $4.1M
Bedell Frazier Investment Counselling, LLC 1.03% Reduce -26.6% 5,625 $4.1M
Palumbo Wealth Management LLC 1.84% Add +17.3% 5,616 $4.1M
Romano Brothers and Company 0.56% Reduce -1.4% 5,603 $4.1M
Boulder Hill Capital Management LP 1.69% Add +47.4% 5,600 $4.1M
Dantai Capital Ltd 4.73% Reduce -18.8% 5,591 $4.1M
Simplex Trading, LLC 0.12% New 5,589 $4.1M
United Bank 2.08% Reduce -0.7% 5,581 $4.1M
Tsai Capital Corp 4.21% Reduce -24.8% 5,577 $4.1M
West Oak Capital, LLC 1.73% Add +0.1% 5,542 $4.1M
Trail Ridge Investment Advisors, LLC 2.30% Reduce -2.7% 5,539 $4.1M
RFG Advisory, LLC 0.14% Reduce -13.7% 5,525 $4.0M
Game Plan Financial Advisors, LLC 2.33% Reduce -2.0% 5,524 $4.0M
Sheaff Brock Investment Advisors, LLC 0.32% Add +0.1% 5,498 $4.0M
Resonant Capital Advisors, LLC 0.34% Add +2.5% 5,494 $4.0M
Capital Advisors Wealth Management, LLC 0.83% Add +4.8% 5,493 $4.0M
Inlet Private Wealth, LLC 1.12% Reduce -0.9% 5,485 $4.0M
GYL Financial Synergies, LLC 0.31% Add +0.3% 5,480 $4.0M
Gardner Russo & Quinn 0.04% Reduce -1.3% 5,477 $4.0M
Wisconsin Capital Management LLC 2.11% No change 5,475 $4.0M
CreativeOne Wealth, LLC 0.16% Add +194.1% 5,453 $4.0M
Oak Harvest Investment Services 0.66% Add +140.1% 5,427 $4.0M
XML Financial, LLC 0.41% Add +7.1% 5,416 $4.0M
Greenfield Savings Bank 2.08% Reduce -0.6% 5,413 $4.0M
Cornerstone Wealth Group, LLC 0.37% Add +17.5% 5,408 $4.0M
Farther Finance Advisors, LLC 0.24% Reduce -7.5% 5,491 $4.0M
Kovack Advisors, Inc. 0.48% Reduce -11.9% 5,401 $4.0M
Arrow Financial Corp 0.39% Reduce -16.3% 5,398 $4.0M
GS Investments, Inc. 1.90% Add +0.1% 5,384 $3.9M
Patron Partners, LLC 2.40% Add +2.1% 5,380 $3.9M
Regatta Capital Group, LLC 0.89% Add +5.1% 5,371 $3.9M
Citizens & Northern Corp. 1.33% Reduce -7.1% 5,370 $3.9M
Jessup Wealth Management, Inc 1.68% Reduce -0.8% 5,368 $3.9M
Trivant Custom Portfolio Group, LLC 2.50% Reduce -3.8% 5,361 $3.9M
Connable Office Inc. 0.44% Reduce -13.6% 5,346 $3.9M
Hantz Financial Services, Inc. 0.08% Add +1.4% 5,335 $3.9M
StoneX Group Inc. 0.35% Add +8.6% 5,333 $3.9M
Focus Partners Advisor Solutions, LLC 0.11% Add +120.1% 5,328 $3.9M
Clear Creek Financial Management, LLC 0.50% Add +35.2% 5,322 $3.9M
Arbor Trust Wealth Advisors, LLC 2.14% Add +0.7% 5,392 $3.9M
Genus Capital Management Inc. 0.50% — 5,299 $3.9M
Sound View Wealth Advisors Group, LLC 0.41% Reduce -5.6% 5,293 $3.9M
Hennion & Walsh Asset Management, Inc. 0.21% Reduce -24.0% 5,290 $3.9M
KMG Fiduciary Partners, LLC 0.40% Add +43.2% 5,275 $3.9M
Groupama Asset Managment 0.07% Reduce -89.2% 3,651 $3.9M
Fruth Investment Management 1.00% Reduce -0.1% 5,270 $3.9M
Clark Capital Management Group, Inc. 0.03% Reduce -7.2% 5,256 $3.9M
Signet Financial Management, LLC 0.53% Add +719.8% 5,255 $3.8M
SageView Advisory Group, LLC 0.19% Reduce -16.1% 5,252 $3.8M
X-Square Capital, LLC 1.82% Add +31.6% 5,266 $3.8M
Left Brain Wealth Management, LLC 1.86% Reduce -0.4% 5,235 $3.8M
Composition Wealth, LLC 0.10% Add +6.0% 5,232 $3.8M
S.A. Mason LLC 2.30% Add +0.1% 5,216 $3.8M
Grandfield & Dodd, LLC 0.24% Reduce -0.5% 5,212 $3.8M
GUNN & Co INVESTMENT MANAGEMENT, INC. 2.87% Reduce -90.8% 5,208 $3.8M
Symphony Financial, Ltd. Co. 0.89% Reduce -18.2% 5,207 $3.8M
Physicians Financial Services, Inc. 1.34% Add +0.5% 5,202 $3.8M
Guardian Investment Management 3.06% Reduce -3.2% 5,200 $3.8M
Knightsbridge Asset Management, LLC 1.09% No change 5,764 $3.8M
SMI Advisory Services, LLC 1.07% New 5,294 $3.8M
Processus Wealth & Capital Management, LLC 3.36% Add +5.3% 5,181 $3.8M
Accuvest Global Advisors 1.66% Reduce -8.5% 5,180 $3.8M
Executive Wealth Management, LLC 0.33% Add +9.4% 5,254 $3.8M
Pinnacle Bancorp, Inc. 1.12% Add +1.4% 5,168 $3.8M
RW Investment Management LLC 0.52% Add +1.8% 5,146 $3.8M
Claret Asset Management Corp 0.63% Reduce -0.5% 5,144 $3.8M
Financial Management Network Inc. 0.95% New 5,347 $3.8M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.45% Reduce -1.0% 5,139 $3.8M
Commonwealth Retirement Investments LLC 1.79% Reduce -1.2% 5,129 $3.8M
Ameliora Wealth Management Ltd. 1.70% No change 5,126 $3.8M
First County Bank 1.83% Reduce -6.5% 5,124 $3.8M
Duff & Phelps Investment Management Co. 0.04% Add +3.3% 5,110 $3.7M
Stratos Investment Management, LLC 0.37% Reduce -35.6% 5,106 $3.7M
Solidarity Wealth, LLC 1.17% Add +446.6% 5,105 $3.7M
Field & Main Bank 1.45% Reduce -2.4% 5,096 $3.7M
Altrafin AG 1.35% No change 5,095 $3.7M
AdvisorNet Financial, Inc 0.36% Add +1.8% 5,087 $3.7M
Harfst & Associates, Inc. 0.88% Reduce -11.9% 5,084 $3.7M
Beaumont Financial Advisors, LLC 0.31% Reduce -0.9% 5,077 $3.7M
Vestmark Advisory Solutions, Inc. 0.16% Reduce -4.0% 5,076 $3.7M
Prosperity Consulting Group, LLC 0.47% Add +5.6% 5,073 $3.7M
Ameritas Advisory Services, LLC 0.15% Add +5.2% 5,069 $3.7M
Fiduciary Alliance LLC 0.66% Reduce -4.0% 5,147 $3.7M
Brady Family Wealth, LLC 1.20% Reduce -0.3% 5,050 $3.7M
Condor Capital Management 0.36% Reduce -0.1% 5,026 $3.7M
Gifford Fong Associates 1.01% Reduce -41.1% 5,016 $3.7M
J.W. Cole Advisors, Inc. 0.19% Add +4.7% 5,025 $3.7M
Archford Capital Strategies, LLC 0.62% Reduce -1.9% 5,014 $3.7M
Kentucky Farm Bureau Mutual Insurance Co 0.87% No change 5,000 $3.7M
TCTC Holdings, LLC 0.12% Add +6.3% 4,985 $3.7M
CPC Advisors, LLC 0.62% Add +28.9% 4,976 $3.6M
AlphaCore Capital LLC 0.97% Reduce -3.2% 4,964 $3.6M
Beach Investment Counsel Inc. 0.45% No change 5,480 $3.6M
Snider Financial Group 1.51% Reduce -1.5% 4,931 $3.6M
Ironwood Investment Counsel, LLC 0.63% Add +0.8% 4,916 $3.6M
Baxter Bros Inc. 0.46% Reduce -0.9% 4,914 $3.6M
Clear Rock Advisors, LLC 1.56% Add +0.7% 4,901 $3.6M
Eads & Heald Wealth Management 1.67% Reduce -8.8% 4,899 $3.6M
J. W. Coons Advisors, LLC 0.63% Add +28.4% 4,882 $3.6M
Wayfinding Financial, LLC 2.09% Add +0.8% 4,672 $3.6M
Pinnacle Wealth Management Advisory Group, LLC 0.38% Add +1.8% 4,849 $3.6M
Freedom Day Solutions, LLC 1.26% Reduce -2.2% 4,845 $3.5M
Insigneo Advisory Services, LLC 0.42% Add +2.3% 4,813 $3.5M
JPL Wealth Management, LLC 1.94% Add +20.7% 4,807 $3.5M
Garner Asset Management Corp 1.33% Add +14.9% 4,806 $3.5M
Grassi Investment Management 0.32% No change 4,790 $3.5M
Graybill Wealth Management, LTD. 1.47% Reduce -3.1% 4,777 $3.5M
Moody National Bank Trust Division 0.27% Reduce -2.3% 4,758 $3.5M
Analyst IMS Investment Management Services Ltd. 0.15% Add +4.3% 4,751 $3.5M
Intrust Bank NA 0.37% Reduce -1.6% 4,741 $3.5M
Munro Partners 0.12% Reduce -83.1% 4,740 $3.5M
Sheets Smith Wealth Management 0.39% Add +0.1% 4,733 $3.5M
WT Wealth Management 1.23% Add +1.6% 4,716 $3.5M
SOL Capital Management CO 0.43% Reduce -0.5% 4,702 $3.4M
Cigna Investments Inc. 0.65% Reduce -0.6% 4,699 $3.4M
Somerset Group LLC 3.23% Reduce -5.5% 4,694 $3.4M
Bison Wealth, LLC 0.56% Add +5.0% 4,670 $3.4M
Covenant Asset Management, LLC 0.83% Add +0.9% 4,669 $3.4M
First Pacific Financial 0.95% Reduce -0.5% 4,658 $3.4M
Alta Wealth Advisors LLC 1.72% Reduce -0.5% 4,627 $3.4M
Forum Financial Management, LP 0.06% Reduce -1.4% 4,626 $3.4M
Balyasny Asset Management L.P. 0.01% Reduce -50.0% 4,625 $3.4M
Fifth Third Wealth Advisors LLC 0.53% Add +0.8% 4,605 $3.4M
Helios Capital Management Pte. Ltd. 2.37% No change 4,600 $3.4M
Mairs & Power Inc. 0.03% Reduce -7.2% 4,579 $3.4M
RMR Wealth Builders 0.41% Add +18.6% 4,579 $3.4M
NTV Asset Management LLC 0.51% Reduce -7.5% 4,556 $3.3M
Continuum Advisory, LLC 0.50% Add +2.6% 4,281 $3.3M
Banco de Sabadell, S.A 2.48% Reduce -1.6% 4,538 $3.3M
Financial Insights, Inc. 0.95% Reduce -0.4% 4,531 $3.3M
Andrew Hill Investment Advisors, Inc. 2.92% Reduce -6.4% 4,519 $3.3M
TriaGen Wealth Management LLC 1.37% Reduce -1.2% 4,503 $3.3M
Monetta Financial Services Inc. 2.98% No change 4,500 $3.3M
Strategic Advisors LLC 0.65% Add +0.1% 4,494 $3.3M
Highview Capital Management LLC 1.48% Reduce -2.1% 4,494 $3.3M
Martin Capital Advisors, LLP 2.57% No change 4,480 $3.3M
Strategic Blueprint, LLC 0.23% Add +12.2% 4,474 $3.3M
Investment Research & Advisory Group, Inc. 1.51% Add +0.3% 4,472 $3.3M
Capstone Investment Advisors, LLC 0.11% Add +54.3% 4,465 $3.3M
Hilltop Holdings Inc. 0.36% Reduce -11.5% 4,457 $3.3M
Sittner & Nelson, LLC 1.64% Reduce -5.2% 4,444 $3.3M
Mirador Capital Partners LP 0.62% Add +1.1% 4,431 $3.2M
Peak Asset Management, LLC 0.64% Reduce -0.2% 4,417 $3.2M
ICICI Prudential Asset Management Co Ltd 0.37% Add +2.8% 4,417 $3.2M
Caliber Wealth Management, LLC 1.71% Reduce -0.1% 4,392 $3.2M
Monetary Management Group Inc. 0.90% Add +1.7% 4,390 $3.2M
Garrison Point Advisors, LLC 2.07% Add +1.6% 4,388 $3.2M
Oak Asset Management, LLC 1.20% Add +0.3% 4,384 $3.2M
Nichols & Pratt Advisers LLP 0.22% Reduce -4.3% 4,382 $3.2M
Balboa Wealth Partners 1.02% Reduce -17.4% 4,377 $3.2M
Essex Financial Services, Inc. 0.30% Add +9.7% 4,377 $3.2M
Delta Financial Advisors LLC 1.27% Add +6.1% 4,372 $3.2M
Clarkston Capital Partners, LLC 0.06% Reduce -2.7% 4,372 $3.2M
Weaver Capital Management LLC 0.91% Add +9.7% 4,370 $3.2M
Semper Augustus Investments 0.58% Add +0.3% 4,355 $3.2M
Geller Advisors LLC 0.26% Add +58.0% 4,351 $3.2M
Caldwell Sutter Capital, Inc. 1.53% Reduce -12.8% 4,348 $3.2M
Centaurus Financial, Inc. 0.22% Add +0.1% 4,346 $3.2M
B & T Capital Management DBA Alpha Capital Management 0.62% Reduce -5.1% 4,337 $3.2M
Elmwood Wealth Management, Inc. 1.36% Add +42.2% 4,336 $3.2M
Glen Eagle Advisors, LLC 0.60% Reduce -0.8% 4,331 $3.2M
AMG National Trust Bank 0.09% Add +0.3% 4,326 $3.2M
Saturna Capital Corp. 0.04% Reduce -0.9% 4,319 $3.2M
Old Second National Bank of Aurora 0.82% Reduce -3.8% 4,315 $3.2M
Grey Street Capital, LLC 0.43% Add +493.1% 4,312 $3.2M
Modern Wealth Management, LLC 0.29% Add +735.4% 4,294 $3.1M
Confluence Wealth Services, Inc. 0.28% Add +5.6% 4,289 $3.1M
GeoWealth Management, LLC 0.12% Add +47.6% 4,289 $3.1M
MWA Asset Management 2.28% Reduce -14.0% 4,286 $3.1M
Savoir Faire Capital Management, L.P. 1.44% Reduce -38.7% 4,277 $3.1M
Parcion Private Wealth LLC 0.28% Add +2.7% 4,277 $3.1M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.27% Reduce -67.0% 4,266 $3.1M
Lake Street Advisors Group, LLC 0.15% Add +8.7% 4,240 $3.1M
PGGM Investments 0.04% Add +31.2% 4,231 $3.1M
Atlas Brown,Inc. 1.13% Add +4.1% 4,229 $3.1M
Strategy Asset Managers LLC 0.66% Add +32.4% 4,220 $3.1M
Birinyi Associates Inc. 1.01% Add +1.8% 4,215 $3.1M
Garde Capital, Inc. 0.22% Add +5.1% 4,208 $3.1M
Moser Wealth Advisors, LLC 1.71% Add +2.4% 4,200 $3.1M
CIC Wealth, LLC 0.90% Reduce -0.5% 4,199 $3.1M
Chicago Partners Investment Group LLC 0.13% Add +13.5% 4,249 $3.1M
Foundations Investment Advisors, LLC 0.08% Add +7.1% 4,188 $3.1M
Mount Lucas Management LP 1.03% Reduce -7.5% 4,183 $3.1M
Cadence Bank 0.22% Add +4.6% 4,168 $3.1M
MV Capital Management, Inc. 0.35% Add +247.3% 4,167 $3.1M
Triton Financial Group Inc 2.17% Add +0.2% 4,165 $3.1M
Aerodigm Wealth, LLC 1.23% Add +30.0% 4,160 $3.0M
Blodgett Wealth Advisors, LLC 2.76% Add +2.0% 4,154 $3.0M
Cooper Financial Group 0.50% Add +1.5% 4,147 $3.0M
First Bank & Trust 0.63% Reduce -0.9% 4,141 $3.0M
Banque Cantonale Vaudoise 0.12% Reduce -15.0% 4,128 $3.0M
DeDora Capital, Inc. 0.96% Add +3.0% 4,116 $3.0M
Wedmont Private Capital 0.22% Add +7.3% 4,191 $3.0M
Q3 Asset Management 0.86% New 4,109 $3.0M
Steward Partners Investment Solutions, LLC 0.51% Add +15.5% 4,106 $3.0M
Benedetti & Gucer, Inc. 1.49% Add +0.1% 4,094 $3.0M
Marvin & Palmer Associates Inc. 2.97% Add +2.4% 4,085 $3.0M
MTM Investment Management, LLC 1.23% Reduce -4.4% 4,069 $3.0M
Keystone Wealth Services, LLC 0.97% Reduce -0.2% 4,069 $3.0M
Beaton Management Co. Inc. 1.62% Add +1.9% 4,057 $3.0M
Hedeker Wealth, LLC 0.86% Reduce -34.1% 4,055 $3.0M
Doheny Asset Management 2.43% Add +20.6% 4,041 $3.0M
ABLE Financial Group, LLC 1.15% Reduce -5.0% 4,009 $2.9M
Columbia Asset Management 0.60% No change 4,446 $2.9M
Carret Asset Management, LLC 0.35% Reduce -1.4% 4,004 $2.9M
Benedict Financial Advisors Inc. 0.74% Add +0.8% 4,001 $2.9M
Pensionfund Sabic 0.87% Reduce -16.7% 4,000 $2.9M
Nicholas Hoffman & Company, LLC. 0.15% Reduce -7.2% 3,999 $2.9M
Hudson Canyon Capital Management 1.88% No change 3,987 $2.9M
Coppell Advisory Solutions Corp. 0.55% — 3,979 $2.9M
Sivia Capital Partners, LLC 1.98% Add +0.8% 3,978 $2.9M
Grey Ledge Advisors, LLC 0.82% Reduce -4.5% 3,975 $2.9M
Realta Investment Advisors 0.60% Reduce -9.3% 3,956 $2.9M
Cordatus Wealth Management LLC 2.10% Add +0.8% 3,952 $2.9M
Sand Hill Global Advisors, LLC 0.14% Add +3.7% 3,950 $2.9M
Am Investment Strategies LLC 0.73% Add +0.3% 3,948 $2.9M
GAMMA Investing LLC 0.59% Add +21.2% 3,943 $2.9M
JSF Financial, LLC 0.90% Reduce -6.3% 3,938 $2.9M
Monterey Private Wealth, Inc. 1.16% Add +0.2% 3,935 $2.9M
Altman Advisors, Inc. 1.40% Add +0.9% 3,996 $2.9M
O'Brien Greene & Co. Inc 0.95% Reduce -0.1% 3,932 $2.9M
Legacy Wealth Management, LLC / MS 1.30% No change 3,927 $2.9M
Horizon Investments, LLC 0.08% Reduce -6.3% 3,929 $2.9M
Fortis Capital Advisors, LLC 1.21% Add +36.5% 3,919 $2.9M
Central Valley Advisors, LLC 1.48% Add +1.3% 3,917 $2.9M
Aspire Capital Advisors LLC 0.97% Reduce -0.8% 3,915 $2.9M
Columbia Bank 1.17% — 3,892 $2.9M
Schear Investment Advisers, LLC 2.29% Add +2.9% 3,890 $2.8M
Prossimo Advisors, LLC 5.51% Reduce -2.4% 3,889 $2.8M
CHICAGO TRUST Co NA 0.59% Reduce -3.9% 3,882 $2.8M
Compton Wealth Advisory Group, LLC 0.78% Add +2.2% 3,875 $2.8M
Waverly Advisors, LLC 0.07% Add +69.2% 3,866 $2.8M
Rational Advisors, Inc. 0.27% Reduce -14.3% 3,865 $2.8M
Ardent Capital Management, Inc. 1.42% No change 3,847 $2.8M
Oxford Financial Group, LTD. LLC 0.20% Add +1.7% 3,840 $2.8M
WealthShield Partners, LLC 0.45% Reduce -0.4% 3,829 $2.8M
Ascension Asset Management LLC 1.51% — 3,825 $2.8M
&partners 0.39% Add +224.2% 3,803 $2.8M
Trustmark Bank Trust Department 0.23% Add +10.5% 3,814 $2.8M
Bollard Group LLC 0.08% Add +2.4% 3,812 $2.8M
Quadrant Capital Group LLC 0.22% Add +2.4% 3,801 $2.8M
James Investment Research, Inc. 0.33% Reduce -1.4% 3,796 $2.8M
JGP Wealth Management, LLC 0.40% Reduce -10.2% 3,794 $2.8M
BigSur Wealth Management LLC 0.87% Add +112.4% 3,780 $2.8M
Laffer Tengler Investments, Inc. 0.91% Reduce -8.0% 3,777 $2.8M
Counterweight Ventures, LLC 2.22% Reduce -0.7% 3,769 $2.8M
Aigen Investment Management, LP 0.60% Reduce -35.9% 3,758 $2.8M
Capstone Financial Advisors, Inc. 0.18% Reduce -2.3% 3,755 $2.8M
Ironwood Financial, llc 0.63% Add +0.7% 3,754 $2.8M
Leo Wealth, LLC 0.28% Add +4.1% 3,790 $2.7M
Carmignac Gestion 0.04% Reduce -68.1% 3,745 $2.7M
Boomfish Wealth Group, LLC 1.84% Reduce -7.2% 3,727 $2.7M
D.B. Root & Company, LLC 0.92% Add +4.7% 3,726 $2.7M
Oxler Private Wealth LLC 1.07% Add +130.1% 3,714 $2.7M
Apollon Financial, LLC 0.94% Add +11.8% 3,701 $2.7M
Deltec Asset Management LLC 0.53% No change 3,700 $2.7M
GLOBALT Investments LLC / GA 0.11% Reduce -2.7% 3,692 $2.7M
Rinkey Investments 0.98% Reduce -0.9% 3,686 $2.7M
Capital Asset Advisory Services LLC 0.15% Add +6.6% 3,775 $2.7M
Jefferies Financial Group Inc. 0.06% Reduce -3.8% 3,676 $2.7M
Strategic Wealth Partners, Ltd. 0.29% Add +11.8% 3,669 $2.7M
Sargent Investment Group, LLC 0.59% Add +0.1% 3,668 $2.7M
Ignite Planners, LLC 0.75% Reduce -0.5% 3,717 $2.7M
Sculati Wealth Management, LLC 1.16% Add +0.9% 3,649 $2.7M
KKM Financial LLC 1.30% Reduce -8.1% 3,646 $2.7M
NorthStar Asset Management LLC 2.02% Add +2.6% 3,644 $2.7M
Moss Adams Wealth Advisors LLC 0.43% Add +177.6% 3,639 $2.7M
Aries Wealth Management 0.86% Reduce -2.1% 3,637 $2.7M
Peak Financial Advisors LLC 1.62% Reduce -11.6% 3,636 $2.7M
Werlinich Asset Management, LLC 1.74% Add +0.2% 3,638 $2.7M
Beacon Investment Advisory Services, Inc. 0.11% Reduce -2.9% 3,634 $2.7M
RMR Capital Management, LLC 2.65% No change 3,632 $2.7M
Aviance Capital Partners, LLC 0.40% Add +146.7% 3,632 $2.7M
Lindbrook Capital, LLC 0.25% Add +17.7% 3,623 $2.7M
Gerber Kawasaki Wealth & Investment Management 0.14% Add +10.0% 3,618 $2.7M
Red Cedar Investment Management, LLC 0.33% Add +104.5% 3,617 $2.6M
West Coast Financial LLC 0.32% Add +0.2% 3,617 $2.6M
Decatur Capital Management, Inc. 1.44% Reduce -1.0% 3,603 $2.6M
Equitable Trust Co. 0.18% Add +194.8% 3,600 $2.6M
Nvwm, LLC 0.72% Reduce -24.0% 3,597 $2.6M
Fortitude Advisory Group L.L.C. 1.48% Add +3.6% 3,577 $2.6M
MeadowBrook Investment Advisors LLC 2.48% Reduce -12.6% 3,576 $2.6M
Princeton Capital Management LLC 0.95% Reduce -4.1% 3,574 $2.6M
Founders Financial Securities LLC 0.27% Reduce -27.1% 3,573 $2.6M
Malaga Cove Capital, LLC 1.07% No change 3,568 $2.6M
Leonard Rickey Investment Advisors P.L.L.C. 0.67% Reduce -3.6% 3,564 $2.6M
Allred Capital Management, LLC 1.02% Reduce -1.6% 3,558 $2.6M
Capital Investment Advisory Services, LLC 0.28% Reduce -4.7% 3,556 $2.6M
Carl P. Sherr & Co., LLC 1.47% No change 3,555 $2.6M
Joel Isaacson & Co., LLC 0.14% Add +8.0% 3,553 $2.6M
IMS Capital Management 1.21% Add +2.7% 3,542 $2.6M
Aire Advisors, LLC 0.58% Add +0.5% 3,536 $2.6M
Peloton Wealth Strategists 1.07% Add +12.9% 3,523 $2.6M
Venturi Wealth Management, LLC 0.17% Reduce -2.9% 3,519 $2.6M
Ostrum Asset Management 0.20% Add +4.2% 3,518 $2.6M
Peregrine Asset Advisers, Inc. 1.03% Add +34.5% 3,514 $2.6M
Dohj, LLC 0.68% Add +3.4% 3,512 $2.6M
Global Wealth Management Investment Advisory, Inc. 0.63% Reduce -13.1% 3,511 $2.6M
Jaffetilchin Investment Partners, LLC 0.23% Add +58.2% 3,504 $2.6M
Legato Capital Management LLC 0.31% No change 3,503 $2.6M
Cypress Wealth Services, LLC 0.60% Add +12.7% 3,496 $2.6M
Transcend Capital Advisors, LLC 0.21% Reduce -1.6% 3,490 $2.6M
Synergy Asset Management, LLC 0.43% Add +4.9% 3,486 $2.6M
McDonough Capital Management, Inc 2.01% Add +5.6% 3,480 $2.5M
Blue Trust, Inc. 0.04% Reduce -15.2% 3,477 $2.5M
Sfmg, LLC 0.22% Reduce -0.3% 3,471 $2.5M
Hartline Investment Corp./ 0.44% Reduce -65.5% 3,446 $2.5M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.44% Add +0.1% 3,446 $2.5M
Triton Wealth Management, PLLC 1.75% Add +9.8% 3,488 $2.5M
MMBG Investment Advisors Co. 0.27% Add +4.1% 3,443 $2.5M
Pointe Capital Management LLC 1.54% Reduce -0.3% 3,440 $2.5M
Cognios Beta Neutral Large Cap Fund, LP 3.27% Reduce -15.2% 3,426 $2.5M
Mitchell McLeod Pugh & Williams Inc. 0.60% Reduce -2.0% 3,425 $2.5M
Walkner Condon Financial Advisors LLC 0.53% Reduce -2.7% 3,411 $2.5M
American National Bank & Trust Co. 0.59% — 3,385 $2.5M
Manchester Capital Management LLC 0.31% Add +3.2% 3,381 $2.5M
Patrick Mauro Investment Advisor, INC. 1.41% Reduce -11.0% 3,380 $2.5M
Concord Wealth Partners 0.44% Add +20.0% 3,365 $2.5M
Atticus Wealth Management, LLC 0.81% Add +5.2% 3,363 $2.5M
Wilmington Savings Fund Society, FSB 0.09% — 3,354 $2.5M
Midland Wealth Advisors, LLC 0.15% Reduce -2.0% 3,350 $2.5M
Naviter Wealth, LLC 0.40% Add +9.4% 3,336 $2.4M
Armstrong, Fleming & Moore, Inc 1.69% Reduce -0.6% 3,330 $2.4M
Channel Wealth LLC 0.98% Reduce -3.8% 3,326 $2.4M
Rockingstone Advisors LLC 1.26% Reduce -1.9% 3,324 $2.4M
Capital Advisors Inc. 0.05% Add +18.8% 3,314 $2.4M
Invst, LLC 0.29% Reduce -8.9% 3,362 $2.4M
Terra Nova Asset Management LLC 1.93% Add +6.0% 3,304 $2.4M
Kathmere Capital Management, LLC 0.28% Add +29.3% 3,300 $2.4M
Brown, Lisle/Cummings, Inc. 0.82% Add +0.8% 3,293 $2.4M
BCM Advisors, LLC 0.61% Add +1.8% 3,323 $2.4M
Avestar Capital, LLC 0.28% Add +23.7% 3,277 $2.4M
Westhampton Capital, LLC 1.31% No change 3,277 $2.4M
First Business Financial Services, Inc. 0.26% Add +1.6% 3,272 $2.4M
Tradewinds, LLC. 1.14% — 3,621 $2.4M
Jacobi Capital Management LLC 0.22% Reduce -1.2% 3,261 $2.4M
Retireful, LLC 0.99% New 3,260 $2.4M
Hendley & Co. Inc. 0.85% Reduce -66.9% 3,258 $2.4M
Legacy Advisors, LLC 0.30% Reduce -0.2% 3,250 $2.4M
Acas, LLC 2.30% Add +15.2% 3,247 $2.4M
Shepherd Financial Partners LLC 0.31% Add +0.9% 3,241 $2.4M
Fort Point Capital Partners LLC 0.32% Reduce -2.4% 3,240 $2.4M
Strategic Financial Services, Inc. 0.15% Reduce -1.9% 3,229 $2.4M
Mainsail Financial Group, LLC 1.63% Reduce -0.7% 3,227 $2.4M
Accredited Investors Inc. 0.15% Reduce -18.3% 3,220 $2.4M
First Dallas Securities Inc. 1.08% Add +1.4% 3,211 $2.4M
Greenline Partners, LLC 0.37% No change 3,210 $2.4M
Eagle Strategies LLC 0.52% New 3,208 $2.4M
Bank Ozk 1.05% Add +3.3% 3,207 $2.3M
Redhawk Wealth Advisors, Inc. 0.38% Add +4.7% 3,206 $2.3M
Patriot Financial Group Insurance Agency, LLC 0.37% Add +1.6% 3,203 $2.3M
High Net Worth Advisory Group LLC 0.74% Add +2.3% 3,195 $2.3M
Premier Path Wealth Partners, LLC 0.44% Reduce -2.6% 3,195 $2.3M
Triasima Portfolio Management inc. 0.20% Reduce -10.4% 3,186 $2.3M
ZWJ Investment Counsel Inc. 0.11% Add +15.9% 3,184 $2.3M
SRN Advisors, LLC 1.81% Add +5.7% 3,171 $2.3M
My Legacy Advisors, LLC 0.78% Reduce -12.0% 3,165 $2.3M
Nadler Financial Group, Inc. 0.29% Add +3.3% 3,163 $2.3M
Finivi Inc. 2.10% Add +38.0% 3,162 $2.3M
Matrix Trust Co 0.52% Reduce -1.3% 3,159 $2.3M
Curran Financial Partners, LLC 0.80% Reduce -0.2% 3,143 $2.3M
RDA Financial Network 0.79% Add +11.8% 3,133 $2.3M
GM Advisory Group, LLC 0.16% Add +1.0% 3,131 $2.3M
TD Private Client Wealth LLC 0.08% Add +3.4% 3,131 $2.3M
Tilia Fiduciary Partners, Inc. 1.86% Reduce -3.9% 3,128 $2.3M
Argent Capital Management LLC 0.07% No change 3,125 $2.3M
Tiemann Investment Advisors, LLC 1.02% Add +0.7% 3,119 $2.3M
Hilltop National Bank 0.78% — 3,117 $2.3M
Conning Inc. 0.08% Reduce -2.7% 3,111 $2.3M
Fairbanks Capital Management, Inc. 1.57% Reduce -1.8% 3,108 $2.3M
Arkadios Wealth Advisors 0.18% Reduce -0.8% 3,104 $2.3M
Ted Buchan & Co 1.39% Reduce -18.0% 3,096 $2.3M
Ballast, Inc. 0.71% Add +5.0% 3,076 $2.3M
Wealth Management Partners, LLC 1.14% Add +3.0% 3,075 $2.3M
Mark Sheptoff Financial Planning, LLC 1.25% Add +0.1% 3,072 $2.3M
Lecap Asset Management Ltd. 0.47% New 3,069 $2.2M
Bridge Creek Capital Management LLC 0.72% Reduce -2.1% 3,067 $2.2M
Winch Advisory Services, LLC 0.69% Add +2.9% 3,065 $2.2M
New Millennium Group LLC 1.69% Add +39.9% 3,054 $2.2M
Gryphon Financial Partners LLC 0.38% Reduce -8.0% 3,045 $2.2M
RNC Capital Management LLC 0.13% Reduce -1.0% 3,030 $2.2M
Olde Wealth Management, LLC 1.05% Reduce -0.3% 2,908 $2.2M
Crawford Investment Counsel Inc. 0.04% Add +3.4% 3,027 $2.2M
Sweeney & Michel, LLC 0.98% — 2,842 $2.2M
PKO Investment Management Joint-Stock Co 0.26% New 3,000 $2.2M
Graves Light Lenhart Wealth, Inc. 0.26% Reduce -2.6% 3,010 $2.2M
Camarda Financial Advisors, LLC 0.89% Reduce -6.8% 3,010 $2.2M
ICA Group Wealth Management, LLC 0.44% Add +6.7% 3,008 $2.2M
Circle Wealth Management, LLC 0.05% Add +3.9% 3,007 $2.2M
Supplemental Annuity Collective Trust of NJ 0.69% No change 3,000 $2.2M
Waycross Partners, LLC 0.38% No change 3,000 $2.2M
Westmount Partners, LLC 0.79% Add +0.1% 3,000 $2.2M
Insight Advisors, LLC/ PA 0.43% Add +9.4% 2,993 $2.2M
Smartleaf Asset Management LLC 0.42% Add +53.6% 2,994 $2.2M
Chemistry Wealth Management LLC 0.59% Add +0.8% 2,992 $2.2M
Madison Park Capital Advisors, LLC 1.91% No change 2,988 $2.2M
Colonial River Investments, LLC 1.24% Add +36.9% 2,988 $2.2M
FSM Wealth Advisors, LLC 0.78% Add +2.1% 2,988 $2.2M
Aviso Wealth Management 1.38% Reduce -5.5% 2,987 $2.2M
Norway Savings Bank 0.91% Add +9.2% 2,986 $2.2M
Cornell Pochily Investment Advisors, Inc. 0.87% Reduce -2.7% 2,985 $2.2M
GenTrust, LLC 0.13% Add +7.2% 2,984 $2.2M
Silvia McColl Wealth Management, LLC 1.87% No change 3,023 $2.2M
Prosperity Financial Group, Inc. 1.35% Add +4.0% 2,980 $2.2M
Capital Planning LLC 0.71% Add +13.6% 2,976 $2.2M
Fiduciary Family Office, LLC 0.85% Add +2.0% 2,969 $2.2M
Waldron Private Wealth LLC 0.10% Reduce -8.7% 2,966 $2.2M
Trust Point Inc. 0.17% Add +4.9% 2,956 $2.2M
Brooklyn Investment Group 0.93% Reduce -1.1% 2,999 $2.2M
Dynamic Technology Lab Private Ltd 0.23% Reduce -45.9% 2,941 $2.2M
Novare Capital Management LLC 0.19% Add +6.6% 2,938 $2.2M
Nicholas Wealth, LLC. 1.66% Add +87.8% 2,936 $2.2M
Occudo Quantitative Strategies LP 0.38% New 2,936 $2.2M
Arbor Capital Management Inc. 2.04% Reduce -13.0% 2,799 $2.2M
Sweet Financial Partners, LLC 0.50% Add +445.0% 2,932 $2.1M
Prosperitas Financial LLC 1.38% Add +11.1% 2,930 $2.1M
Bank of Marin 1.89% Reduce -2.1% 2,925 $2.1M
Logan Capital Management Inc. 0.09% Reduce -3.0% 2,918 $2.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.07% Reduce -45.3% 2,916 $2.1M
Money Concepts Capital Corp. 0.20% Add +2.2% 2,912 $2.1M
Emprise Bank 1.43% — 2,910 $2.1M
Agate Pass Investment Management, LLC 1.14% Reduce -2.6% 2,909 $2.1M
Himension Capital (singapore) Pte. LTD. 0.16% No change 2,908 $2.1M
Southeast Asset Advisors, LLC 0.26% Add +1.8% 2,906 $2.1M
Guyasuta Investment Advisors Inc. 0.15% No change 3,224 $2.1M
Criterion Capital Advisors, LLC 1.42% Reduce -2.8% 2,904 $2.1M
S&co Inc. 0.15% Reduce -0.1% 2,904 $2.1M
Little House Capital LLC 0.70% Reduce -12.4% 2,901 $2.1M
Washburn Capital Management, Inc. 1.57% Add +2.1% 2,900 $2.1M
Compass Wealth Management LLC 0.53% Reduce -2.1% 2,898 $2.1M
NFSG Corp 0.93% Reduce -0.6% 2,894 $2.1M
Heritage Wealth Advisors 0.10% No change 2,892 $2.1M
Advisory Alpha, LLC 0.09% Reduce -0.3% 2,891 $2.1M
Plancorp, LLC 0.09% Add +6.4% 2,891 $2.1M
Independent Investors Inc. 0.51% No change 2,890 $2.1M
Concord Asset Management, LLC 0.56% Add +24.1% 2,888 $2.1M
Main Street Financial Solutions, LLC 0.23% Add +63.2% 2,877 $2.1M
Grove Bank & Trust 0.35% Reduce -0.5% 2,876 $2.1M
Eastover Investment Advisors LLC 1.03% Reduce -0.0% 2,869 $2.1M
IPG Investment Advisors LLC 0.46% Add +5.4% 2,869 $2.1M
Freedom Investment Management, Inc. 0.17% Reduce -3.7% 2,859 $2.1M
Core Wealth Partners LLC 1.58% Add +0.9% 2,848 $2.1M
Massachusetts Wealth Management 1.47% Add +8.0% 2,847 $2.1M
Sky Investment Group LLC 0.41% Reduce -3.1% 2,845 $2.1M
Whitener Capital Management, Inc. 0.68% Add +0.7% 2,840 $2.1M
WMS Partners, LLC 0.14% Add +4.7% 2,834 $2.1M
WESPAC Advisors, LLC 1.21% Add +28.4% 2,832 $2.1M
Curi Capital, LLC 0.05% Reduce -3.4% 2,830 $2.1M
NCP Inc. 1.43% — 2,824 $2.1M
First United Bank & Trust 0.77% Add +0.8% 2,822 $2.1M
Bullseye Investment Management, LLC 1.26% Reduce -24.0% 2,815 $2.1M
Global Trust Asset Management, LLC 0.85% Reduce -16.6% 2,813 $2.1M
Fortis Capital Management LLC 0.54% Reduce -0.8% 2,807 $2.1M
Castleark Management LLC 0.09% No change 2,800 $2.1M
Caldwell Investment Management Ltd. 1.52% No change 2,800 $2.0M
Cim Investment Management Inc. 0.61% No change 2,794 $2.0M
First National Corp. /Ma/ 0.50% No change 3,098 $2.0M
Wilkins Investment Counsel Inc. 0.30% New 2,791 $2.0M
Clear Harbor Asset Management, LLC 0.18% Reduce -0.7% 2,782 $2.0M
Aft, Forsyth & Sober, LLC 0.72% No change 2,775 $2.0M
Roman Butler Fullerton & Co. 0.76% Add +116.9% 2,837 $2.0M
Forza Wealth Management, LLC 1.06% No change 2,770 $2.0M
PFW Advisors LLC 0.62% Reduce -2.5% 2,761 $2.0M
SS&H Financial Advisors, Inc. 0.84% No change 2,757 $2.0M
NovaPoint Capital, LLC 0.71% Add +18.6% 2,753 $2.0M
Prestige Wealth Management Group LLC 0.43% Reduce -2.5% 2,753 $2.0M
Graypoint LLC 0.15% Add +7.3% 2,751 $2.0M
Paragon Financial Partners, Inc. 1.66% No change 2,746 $2.0M
SC&H Financial Advisors, Inc. 0.52% Reduce -2.0% 2,742 $2.0M
NORTHSTAR ASSET MANAGEMENT Co 0.49% Add +3.4% 2,735 $2.0M
Northwest Bank & Trust Co 1.84% Reduce -2.0% 2,771 $2.0M
Delta Financial Group, Inc. 0.59% Add +1.8% 2,734 $2.0M
Crewe Advisors LLC 0.23% New 2,732 $2.0M
Mitchell & Pahl Private Wealth, LLC 1.05% Add +1.2% 2,726 $2.0M
HM Payson & Co. 0.04% Add +3.6% 2,717 $2.0M
Arlington Trust Co LLC 0.51% Reduce -1.1% 2,714 $2.0M
Cidel Asset Management Inc. 0.15% Reduce -9.6% 2,708 $2.0M
Everhart Financial Group, Inc. 0.58% Add +10.2% 2,707 $2.0M
Visionary Wealth Advisors 0.13% Reduce -21.0% 2,699 $2.0M
Secured Retirement Advisors, LLC 1.67% Add +1.5% 2,695 $2.0M
Verus Capital Partners, LLC 0.22% Add +1.8% 2,688 $2.0M
Moseley Investment Management Inc. 0.98% Add +1.4% 2,683 $2.0M
Cornerstone Wealth Management, LLC 0.16% Add +0.1% 2,682 $2.0M
Carmichael Hill & Associates, Inc. 0.81% Reduce -0.5% 2,681 $2.0M
Grandview Asset Management LLC 0.89% Add +1.3% 2,681 $2.0M
Quadrant Private Wealth Management, LLC 0.49% Reduce -31.5% 2,667 $2.0M
Legacy Bridge, LLC 1.14% Reduce -0.6% 2,667 $2.0M
Cutler Investment Counsel LLC 0.26% Reduce -0.6% 2,666 $2.0M
Forte Capital LLC 0.24% Add +3.1% 2,663 $2.0M
Investment Advisory Services Inc. /TX 0.72% Add +0.2% 2,662 $2.0M
Executive Wealth Group LLC 0.40% Add +200.6% 2,687 $1.9M
EPG Wealth Management LLC 0.48% Add +4.6% 2,653 $1.9M
Nicolet Advisory Services, LLC 0.20% Add +4.6% 2,701 $1.9M
Aft, Forsyth & Company, Inc. 1.11% Reduce -10.0% 2,648 $1.9M
Tradition Wealth Management, LLC 0.20% Reduce -0.2% 2,646 $1.9M
Northwest Quadrant Wealth Management, LLC 0.47% Add +1.6% 2,634 $1.9M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.82% Reduce -27.7% 2,633 $1.9M
Retirement Guys Formula LLC 0.94% Add +0.3% 2,632 $1.9M
Moneco Advisors, LLC 0.30% Add +1.2% 2,617 $1.9M
TrinityPoint Wealth, LLC 0.32% Add +5.6% 2,613 $1.9M
Van Lanschot Kempen Investment Management N.V. 0.02% Reduce -28.4% 2,612 $1.9M
Perissos Private Wealth Management, LLC 1.73% — 2,608 $1.9M
Quotient Wealth Partners, LLC 0.07% Reduce -12.3% 2,601 $1.9M
Vigilare Wealth Management 0.94% Reduce -2.4% 2,598 $1.9M
Notis-McConarty Edward 0.75% No change 2,598 $1.9M
USA Financial Formulas 0.31% New 2,593 $1.9M
Keebeck Wealth Management 0.28% Reduce -0.7% 2,589 $1.9M
Patrick M Sweeney & Associates, Inc. 1.56% No change 2,582 $1.9M
Davies Financial Advisors, Inc. 1.93% — 2,578 $1.9M
Lanark Financial, Inc. 0.18% Add +0.2% 2,577 $1.9M
Apella Capital, LLC 0.10% Add +8.5% 2,623 $1.9M
Lederer & Associates Investment Counsel 1.31% Reduce -1.2% 2,571 $1.9M
Sentry Investment Management LLC 0.73% No change 2,565 $1.9M
Tufton Capital Management 0.37% Reduce -1.0% 2,559 $1.9M
Commonwealth Financial Services, LLC 0.44% No change 2,838 $1.9M
Proficio Capital Partners LLC 0.21% Reduce -63.6% 2,555 $1.9M
Mathes Company, Inc. 0.71% Add +6.2% 2,554 $1.9M
GC Wealth Management RIA, LLC 0.37% Add +31.6% 2,552 $1.9M
Advisor OS, LLC 0.21% Add +25.1% 2,546 $1.9M
Investors Asset Management of Georgia Inc. /Ga/ 0.88% No change 2,545 $1.9M
Commons Capital, LLC 2.71% Add +2.2% 2,544 $1.9M
Financial Engines Advisors L.L.C. 0.00% Add +3.3% 2,534 $1.9M
CKW Financial Group 0.24% No change 2,565 $1.9M
Union Savings Bank 0.96% Reduce -6.3% 2,507 $1.8M
Vista Capital Partners, Inc. 0.23% Reduce -13.4% 2,504 $1.8M
Fort Sheridan Advisors LLC 0.35% Add +1.8% 2,503 $1.8M
Lynch Asset Management, Inc. 0.86% No change 2,500 $1.8M
Naples Global Advisors, LLC 0.19% Reduce -3.9% 2,498 $1.8M
Perennial Investment Advisors, LLC 0.28% Add +1.9% 2,495 $1.8M
Redwood Investments, LLC 0.53% Reduce -63.4% 2,806 $1.8M
BBR Partners, LLC 0.15% Add +22.6% 2,488 $1.8M
Capital Market Strategies LLC 1.39% Add +10.5% 2,482 $1.8M
Ellis Investment Partners, LLC 0.40% Add +0.5% 2,482 $1.8M
Intrepid Financial Planning Group LLC 0.79% Reduce -52.0% 2,482 $1.8M
First American Trust, FSB 0.19% Add +49.4% 2,471 $1.8M
Shikiar Asset Management Inc. 0.57% No change 2,460 $1.8M
Scott & Selber, Inc. 0.61% Add +0.4% 2,455 $1.8M
Taylor Frigon Capital Management LLC 0.86% Add +0.6% 2,455 $1.8M
Viewpoint Capital Management LLC 1.13% No change 2,433 $1.8M
National Philanthropic Trust 0.04% Reduce -32.7% 2,432 $1.8M
Apriem Advisors 0.22% Reduce -2.0% 2,431 $1.8M
United Community Bank 0.69% Reduce -1.6% 2,430 $1.8M
ARS Wealth Advisors Group, LLC 0.24% Add +6.4% 2,422 $1.8M
Wealth Group, Ltd. 1.34% — 2,423 $1.8M
Norden Group LLC 0.36% Add +35.3% 2,418 $1.8M
Clare Market Investments LLC 0.55% Add +11.7% 2,413 $1.8M
Marion Wealth Management 0.53% Add +0.9% 2,411 $1.8M
Baker Boyer National Bank 0.61% Add +4.0% 2,406 $1.8M
General Partner, Inc. 1.10% Add +16.3% 2,401 $1.8M
Northside Capital Management, LLC 0.31% No change 2,398 $1.8M
Walter & Keenan Wealth Management LLC /in/ 0.58% No change 2,397 $1.8M
Schaper Benz & Wise Investment Counsel Inc. 0.15% Add +79.3% 2,393 $1.8M
Louisbourg Investments Inc. 0.49% No change 2,388 $1.7M
Van Leeuwen & Company, LLC 0.88% Reduce -13.6% 2,381 $1.7M
Soltis Investment Advisors LLC 0.19% Reduce -6.6% 2,362 $1.7M
Summit Place Financial Advisors, LLC 1.01% Reduce -0.6% 2,359 $1.7M
Fulton Breakefield Broenniman LLC 0.13% Reduce -16.6% 2,358 $1.7M
Letson Investment Management, Inc. 0.73% Add +4.8% 2,356 $1.7M
Oxbow Advisors, LLC 0.25% No change 2,354 $1.7M
Larson Financial Group LLC 0.13% Add +10.7% 2,353 $1.7M
Mill Creek Capital Advisors, LLC 0.05% Add +1.2% 2,351 $1.7M
Paragon Advisors, LLC 0.69% Add +34.0% 2,350 $1.7M
Quent Capital, LLC 0.20% Add +5.6% 2,349 $1.7M
S. R. Schill & Associates 0.75% Reduce -0.6% 2,347 $1.7M
Verdad Advisers, LP 1.87% New 2,342 $1.7M
CNB Bank 0.84% Add +3.6% 2,341 $1.7M
Solstein Capital, LLC 1.19% Reduce -0.2% 2,335 $1.7M
Passumpsic Savings Bank 1.09% — 2,330 $1.7M
Aspiriant, LLC 0.07% Add +6.1% 2,327 $1.7M
Mitchell Sinkler & Starr 0.43% Reduce -10.4% 2,326 $1.7M
FUKOKU MUTUAL LIFE INSURANCE Co 0.13% Reduce -3.2% 2,324 $1.7M
VeraBank, N.A. 0.53% Reduce -1.1% 2,322 $1.7M
Forbes J M & Co. LLP 0.18% No change 2,320 $1.7M
One Degree Advisors Inc 0.85% No change 2,318 $1.7M
Aaron Wealth Advisors LLC 0.24% Add +31.0% 2,312 $1.7M
FCG Investment Co 1.35% Reduce -23.0% 2,307 $1.7M
Optas, LLC 0.46% Reduce -3.4% 2,301 $1.7M
Keating Investment Counselors Inc. 0.54% Reduce -7.7% 2,300 $1.7M
City State Bank 0.74% Add +1.6% 2,300 $1.7M
AAFMAA Wealth Management & Trust LLC 0.92% Add +8.2% 2,299 $1.7M
Ausdal Financial Partners, Inc. 0.20% Add +39.7% 2,297 $1.7M
Wellington Wealth Strategies, LLC. 0.78% Reduce -36.6% 2,294 $1.7M
Alpha Family Trust 1.01% No change 2,275 $1.7M
Scientech Research LLC 0.88% New 2,274 $1.7M
Pinnacle Wealth Planning Services, Inc. 0.24% Reduce -0.3% 2,273 $1.7M
Traynor Capital Management, Inc. 0.16% Add +8.5% 2,266 $1.7M
McDonald Partners LLC 0.46% Add +1.4% 2,266 $1.7M
Cladis Investment Advisory, LLC 1.21% No change 2,256 $1.7M
Searle & Co. 0.42% No change 2,255 $1.7M
Vaughan David Investments LLC 0.04% Add +12.1% 2,254 $1.7M
BNC Wealth Management, LLC 0.70% Reduce -0.2% 2,247 $1.6M
Financial Partners Group, Inc 0.26% Add +1.6% 2,245 $1.6M
SeaBridge Investment Advisors LLC 0.43% No change 2,239 $1.6M
Zullo Investment Group, Inc. 0.77% Add +0.8% 2,236 $1.6M
Commerzbank Aktiengesellschaft 0.05% Add +31.2% 2,235 $1.6M
Avalon Trust Co 0.13% Reduce -2.7% 2,233 $1.6M
Smithfield Trust Co 0.09% Add +0.8% 2,235 $1.6M
AlTi Global, Inc. 0.05% Add +42.6% 2,222 $1.6M
Central Pacific Bank - Trust Division 0.21% — 2,252 $1.6M
O'Dell Group, LLC 0.40% Reduce -4.7% 2,212 $1.6M
Mittelman Wealth Management 1.10% — 2,211 $1.6M
MKT Advisors LLC 0.89% No change 2,234 $1.6M
Faithward Advisors, LLC 0.29% Add +28.2% 2,201 $1.6M
Eisler Capital (US) LLC 0.55% New 2,200 $1.6M
Old North State Trust, LLC 1.36% — 2,196 $1.6M
Delta Asset Management LLC 0.14% Reduce -4.3% 2,194 $1.6M
Symmetry Partners, LLC 0.13% No change 2,193 $1.6M
Market Street Wealth Management Advisors LLC 0.28% No change 2,193 $1.6M
Keudell/Morrison Wealth Management 0.49% Reduce -0.2% 2,188 $1.6M
Farmers & Merchants Trust Co of Chambersburg PA 0.65% Add +6.0% 2,174 $1.6M
MIdWestOne Financial Group, Inc. 0.28% Add +2.4% 2,163 $1.6M
Toth Financial Advisory Corp. 0.20% Reduce -0.6% 2,158 $1.6M
River Street Advisors LLC 1.07% Add +6.0% 2,155 $1.6M
Sonoma Private Wealth LLC 2.54% Reduce -6.2% 2,152 $1.6M
Wellington Shields Capital Management, LLC 0.30% Add +0.1% 2,152 $1.6M
Evermay Wealth Management LLC 0.24% Add +1.6% 2,148 $1.6M
Integral Investment Advisors, Inc. 0.65% Add +46.2% 2,143 $1.6M
Fulcrum Capital LLC 0.37% Add +10.3% 2,141 $1.6M
Cornerstone Advisory, LLC 0.22% Add +9.1% 2,139 $1.6M
Johnson Financial Group, Inc. 0.08% Reduce -7.0% 2,132 $1.6M
Donoghue Forlines LLC 0.44% Reduce -5.8% 2,123 $1.6M
United Asset Strategies, Inc. 0.16% Add +2.0% 2,120 $1.6M
Stokes Family Office, LLC 0.19% Reduce -3.4% 2,119 $1.6M
AlphaStar Capital Management, LLC 0.16% Add +18.9% 2,117 $1.6M
Orange Investment Advisors, Inc. 0.19% Reduce -10.1% 2,116 $1.6M
Silver Oak Securities, Incorporated 0.24% Reduce -42.0% 2,115 $1.5M
Bell Bank 0.13% Add +62.8% 2,111 $1.5M
Rockland Trust Co. 0.08% Reduce -6.5% 2,111 $1.5M
Wealth Advisors of Iowa, LLC 0.94% Reduce -0.4% 2,107 $1.5M
Fortem Financial Group, LLC 0.68% Reduce -3.8% 2,106 $1.5M
Wellspring Financial Advisors, LLC 0.24% Add +16.9% 2,104 $1.5M
Guardian Wealth Advisors, LLC / NC 0.19% Reduce -6.8% 2,101 $1.5M
Simon Quick Advisors, LLC 0.12% Add +20.8% 2,100 $1.5M
OV Management LLC 1.12% New 2,100 $1.5M
Parkside Financial Bank & Trust 0.25% Add +7.1% 2,100 $1.5M
South Street Advisors LLC 0.25% No change 2,099 $1.5M
Harel Insurance Investments & Financial Services Ltd. 0.03% Add +51.7% 2,091 $1.5M
Cedar Brook Financial Partners, LLC 0.30% Reduce -0.1% 2,091 $1.5M
Greenland Capital Management LP 0.25% Add +16.2% 2,084 $1.5M
Unionview, LLC 1.26% Reduce -0.7% 2,078 $1.5M
FirstPurpose Wealth LLC 0.55% Add +0.2% 2,103 $1.5M
Wealth Quarterback LLC 0.85% Reduce -3.0% 2,071 $1.5M
RiverPark Advisors, LLC 1.25% Reduce -0.3% 2,071 $1.5M
Obermeyer Wealth Partners 0.09% Add +3.1% 2,068 $1.5M
Exchange Capital Management, Inc. 0.25% Add +10.8% 2,060 $1.5M
Ledyard National Bank 0.15% Reduce -4.6% 2,059 $1.5M
Leavell Investment Management, Inc. 0.09% Add +6.2% 2,050 $1.5M
Icon Wealth Advisors, LLC 0.14% Add +27.0% 2,046 $1.5M
Fusion Capital, LLC 0.68% Reduce -1.3% 2,043 $1.5M
Kirtland Hills Capital Management, LLC 1.29% — 1,957 $1.5M
Ballast Advisors LLC 0.50% Add +2.2% 2,042 $1.5M
PDS Planning, Inc 0.16% Add +2.1% 2,040 $1.5M
ERn Financial, LLC 0.26% Add +1.8% 2,036 $1.5M
Zimmermann Investment Management & Planning LLC 0.54% Add +15.8% 2,035 $1.5M
Abacus Planning Group, Inc. 0.29% Reduce -2.9% 2,032 $1.5M
Sage Mountain Advisors LLC 0.15% Add +15.4% 2,031 $1.5M
Claro Advisors Inc. 0.26% Add +4.6% 2,031 $1.5M
Valmark Advisers, Inc. 0.03% Add +26.1% 2,026 $1.5M
Marble Harbor Investment Counsel, LLC 0.17% Reduce -3.1% 2,025 $1.5M
Investment Partners, LTD. 0.67% Add +1.4% 2,023 $1.5M
Dudley Capital Management, LLC 0.86% Add +9.8% 2,053 $1.5M
DMC Group, LLC 1.28% Add +7.5% 2,020 $1.5M
Red Wave Investments LLC 0.56% Reduce -0.3% 2,020 $1.5M
Ables, Iannone, Moore & Associates, Inc. 1.06% Reduce -0.4% 2,016 $1.5M
Spectrum Asset Management, Inc. (NB/CA) 0.63% Reduce -0.8% 2,012 $1.5M
Precision Wealth Strategies, LLC 1.39% New 2,011 $1.5M
Abacus Wealth Partners, LLC 0.25% Add +0.8% 2,009 $1.5M
St. Clair Advisors, LLC 0.48% No change 2,000 $1.5M
Baader Bank Aktiengesellschaft 0.12% Add +12.0% 2,000 $1.5M
Pinnacle West Asset Management, Inc. 1.16% No change 2,000 $1.5M
Woodard & Co. Asset Management Group Inc. 0.39% New 1,999 $1.5M
Callan Capital, LLC 0.13% Add +50.5% 1,994 $1.5M
Quintet Private Bank (Europe) S.A. 0.07% New 1,751 $1.5M
Conestoga Capital Advisors, LLC 0.02% Reduce -7.5% 1,985 $1.5M
Guardian Financial Partners, LLC 1.00% Add +16.6% 1,983 $1.5M
MJP Associates Inc. 0.32% Add +98.9% 1,981 $1.5M
Norris Financial Group, LLC 0.80% Reduce -16.2% 1,979 $1.4M
Western Pacific Wealth Management, LP 1.05% Add +3.4% 1,975 $1.4M
Invera Wealth Advisors, LLC 1.23% Reduce -2.6% 2,033 $1.4M
Mountain Lake Investment Management LLC 1.50% Reduce -2.7% 1,970 $1.4M
Relyea Zuckerberg Hanson LLC 0.25% Add +5.2% 1,968 $1.4M
Rollins Financial Advisors, LLC 0.27% Add +52.8% 1,966 $1.4M
Pullen Investment Management, LLC 1.22% — 1,964 $1.4M
West Branch Capital LLC 0.58% Add +16.1% 1,957 $1.4M
Allegheny Financial Group 0.44% Reduce -10.9% 1,956 $1.4M
Centennial Bank 0.73% Reduce -11.3% 1,953 $1.4M
Birmingham Capital Management Co. Inc. 0.53% No change 1,950 $1.4M
Orion Capital Management LLC 0.76% No change 1,946 $1.4M
First Heartland Consultants, Inc. 0.15% Add +3.0% 1,938 $1.4M
Aletheian Wealth Advisors LLC 0.77% Add +36.4% 1,935 $1.4M
CVA Family Office, LLC 0.25% Add +0.2% 1,927 $1.4M
Sterling Investment Counsel, LLC 0.65% Add +6.9% 1,926 $1.4M
Curtis Advisory Group, LLC 0.55% Reduce -1.0% 1,924 $1.4M
BKM Wealth Management, LLC 0.61% Reduce -1.5% 1,923 $1.4M
Canopy Partners, LLC 0.69% Add +12.3% 1,922 $1.4M
Vise Technologies, Inc. 0.28% Add +10.4% 1,920 $1.4M
Goodman Advisory Group, LLC 0.44% Reduce -0.8% 1,914 $1.4M
Ullmann Wealth Partners Group, LLC 0.21% Add +3.6% 1,912 $1.4M
Burney Co./ 0.05% Reduce -40.1% 1,910 $1.4M
Iowa State Bank 0.31% New 1,899 $1.4M
Wbi Investments, LLC 0.29% New 1,896 $1.4M
Journey Strategic Wealth LLC 0.06% Add +22.5% 1,895 $1.4M
Mayflower Financial Advisors, LLC 0.23% Add +2.2% 1,888 $1.4M
Falcon Wealth Planning 0.22% Add +2.9% 1,888 $1.4M
Citizens National Bank Trust Department 0.32% Reduce -1.6% 1,886 $1.4M
Gries Financial LLC 0.23% Add +61.0% 1,874 $1.4M
SYSTM Wealth Solutions LLC 0.17% Add +1.1% 1,872 $1.4M
Catalyst Financial Partners LLC 0.35% Add +6.1% 1,917 $1.4M
Mezzasalma Advisors, LLC 0.65% Add +99.0% 1,869 $1.4M
West Family Investments, Inc. 0.42% No change 1,867 $1.4M
Lineweaver Wealth Advisors, LLC 0.32% Reduce -6.7% 1,861 $1.4M
Rf&l Wealth Management, LLC 1.05% No change 1,865 $1.4M
Lester Murray Antman dba SimplyRich 0.44% Add +0.5% 1,863 $1.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Reduce -1.2% 1,862 $1.4M
Lee Financial Co 0.23% Reduce -1.9% 1,852 $1.4M
Cross Staff Investments Inc 1.14% No change 1,850 $1.4M
Cantor Fitzgerald Investment Advisors L.P. 0.10% No change 1,850 $1.4M
RFP Financial Group LLC 0.53% Reduce -12.5% 1,849 $1.4M
Arkfeld Wealth Strategies, L.L.C. 0.74% Reduce -5.0% 1,873 $1.4M
Olistico Wealth, LLC 0.97% Reduce -4.8% 1,844 $1.4M
Laraway Financial Advisors Inc 1.19% Add +0.3% 1,842 $1.3M
LCM Capital Management Inc 0.87% Reduce -0.1% 1,840 $1.3M
Strong Tower Advisory Services 0.54% Add +7.9% 1,867 $1.3M
Rappaport Reiches Capital Management, LLC 0.42% Add +125.2% 1,833 $1.3M
Arbor Investment Advisors, LLC 0.20% No change 1,829 $1.3M
Kennedy Investment Group, Inc. 0.71% Reduce -2.5% 1,825 $1.3M
Linden Thomas Advisory Services, LLC 0.21% Add +3.2% 1,825 $1.3M
Roberts Capital Advisors, LLC 1.28% — 1,821 $1.3M
Private Ocean, LLC 0.14% Reduce -7.9% 1,816 $1.3M
TrinityBridge Ltd 0.05% Reduce -3.5% 1,816 $1.3M
Opinicus Capital, Inc. 1.18% Add +1.7% 1,815 $1.3M
Valley Brook Capital Group, Inc. 1.06% Add +8.7% 1,815 $1.3M
Richard W. Paul & Associates, LLC 0.53% Reduce -3.0% 1,813 $1.3M
Moloney Securities Asset Management, LLC 0.20% Add +5.9% 1,807 $1.3M
Catalina Capital Group, LLC 0.57% Add +128.6% 1,804 $1.3M
Watts Gwilliam & Co., LLC 0.41% — 1,698 $1.3M
Edge Capital Group, LLC 0.07% Reduce -0.6% 1,800 $1.3M
MSH Capital Advisors LLC 0.46% Add +4.8% 1,799 $1.3M
KWB Wealth 0.18% Reduce -2.5% 1,793 $1.3M
Cascade Financial Partners, LLC 0.19% — 1,793 $1.3M
Forvis Mazars Wealth Advisors, LLC 0.03% Reduce -6.4% 1,780 $1.3M
Unigestion Holding SA 0.06% Reduce -16.9% 1,778 $1.3M
Peddock Capital Advisors, LLC 0.34% Reduce -3.6% 1,774 $1.3M
Draper Asset Management, LLC 1.14% Add +23.0% 1,815 $1.3M
Prentice Wealth Management LLC 0.45% Add +2.9% 1,770 $1.3M
Horst & Graben Wealth Management LLC 0.26% Add +0.1% 1,769 $1.3M
Goldstone Financial Group, LLC 0.30% Add +6.6% 1,769 $1.3M
Physician Wealth Advisors, Inc. 0.27% Add +2.5% 1,809 $1.3M
Riverpark Capital Management LLC 1.78% Add +7.3% 1,767 $1.3M
9258 Wealth Management, LLC 0.20% Add +1.3% 1,766 $1.3M
Oliver Lagore Vanvalin Investment Group 0.39% Add +1.4% 1,763 $1.3M
Sovereign Financial Group, Inc. 0.34% Add +1.5% 1,762 $1.3M
Deroy & Devereaux Private Investment Counsel Inc. 0.08% No change 1,760 $1.3M
Prudent Man Advisors, LLC 0.48% Reduce -5.5% 1,759 $1.3M
Bordeaux Wealth Advisors LLC 0.43% Reduce -19.0% 1,751 $1.3M
Nvest Financial, LLC 0.85% Add +36.2% 1,739 $1.3M
Sonata Capital Group Inc. 0.58% Add +6.0% 1,737 $1.3M
Inscription Capital, LLC 0.21% Add +9.5% 1,734 $1.3M
First Command Advisory Services, Inc. 0.01% Add +2.6% 1,732 $1.3M
London Co. of Virginia 0.01% No change 1,730 $1.3M
St. Johns Investment Management Company, LLC 0.61% Add +14.0% 1,729 $1.3M
Grant/GrossMendelsohn, LLC 0.59% Reduce -47.3% 1,762 $1.3M
Welch Group, LLC 0.06% Add +0.1% 1,728 $1.3M
Great Waters Wealth Management 0.21% Add +12.9% 1,727 $1.3M
Canandaigua National Bank & Trust Co. 0.19% Reduce -46.3% 1,726 $1.3M
Essex Bank 0.37% No change 1,914 $1.3M
WealthTrust Asset Management, LLC 0.96% Reduce -0.8% 1,724 $1.3M
OneAscent Financial Services LLC 0.14% Add +22.5% 1,722 $1.3M
Legacy Financial Advisors, Inc. 0.23% Add +2.9% 1,722 $1.3M
Levin Capital Strategies, L.P. 0.13% No change 1,714 $1.3M
Meyer Handelman Co. 0.04% Add +328.3% 1,713 $1.3M
Hexagon Capital Partners LLC 0.28% Add +4.4% 1,713 $1.3M
Philadelphia Trust Co. 0.10% Reduce -2.3% 1,712 $1.3M
Prescott Group Capital Management, L.L.C. 0.20% No change 1,708 $1.3M
Herold Advisors, Inc. 0.30% Add +13.3% 1,707 $1.3M
Pacific Capital Wealth Advisors, Inc. 0.29% Add +0.8% 1,706 $1.3M
1834 Investment Advisors Co. 0.15% Reduce -1.7% 1,705 $1.2M
Hara Capital LLC 0.75% Reduce -4.8% 1,705 $1.2M
Atwood & Palmer Inc. 0.09% No change 1,704 $1.2M
Cedrus LLC 0.68% Reduce -4.7% 1,701 $1.2M
Inspire Trust Co, N.A. 0.70% Add +76.9% 1,700 $1.2M
Centric Wealth Management 0.40% Add +66.6% 1,721 $1.2M
Blueprint Investment Partners LLC 0.25% Add +0.4% 1,698 $1.2M
Nan Shan Life Insurance Co., Ltd. 0.03% Reduce -76.4% 1,697 $1.2M
MBM Wealth Consultants, LLC 0.44% Add +1.6% 1,696 $1.2M
Ethos Financial Group, LLC 0.24% Reduce -2.7% 1,685 $1.2M
Navera Investment Management Ltd. 0.02% No change 1,689 $1.2M
JFS Wealth Advisors, LLC 0.10% Reduce -1.9% 1,682 $1.2M
Buckhead Capital Management LLC 0.42% Reduce -8.3% 1,680 $1.2M
Evoke Wealth, LLC 0.04% New 1,677 $1.2M
Five Oceans Advisors 0.63% Add +6.4% 1,672 $1.2M
Regent Peak Wealth Advisors LLC 0.31% Reduce -0.2% 1,671 $1.2M
RIA Advisory Group LLC 0.49% Add +6.9% 1,665 $1.2M
360 Financial, Inc. 0.47% Add +0.3% 1,661 $1.2M
Kavar Capital Partners Group, LLC 0.22% Add +45.7% 1,660 $1.2M
Burke & Herbert Bank & Trust Co. 0.91% Reduce -3.2% 1,653 $1.2M
Voya Financial Advisors, Inc. 0.14% Reduce -3.9% 1,648 $1.2M
Traphagen Investment Advisors LLC 0.13% Add +11.4% 1,645 $1.2M
Bender Robert & Associates 0.28% Reduce -3.3% 1,641 $1.2M
Cascade Investment Group, Inc. 0.90% Reduce -2.4% 1,641 $1.2M
BayBridge Capital Group, LLC 1.05% New 1,679 $1.2M
Bank of Hawaii 0.06% No change 1,638 $1.2M
Gould Asset Management LLC 0.29% No change 1,637 $1.2M
Hemenway Trust Co LLC 0.10% Reduce -1.9% 1,636 $1.2M
Family Firm, Inc. 0.29% Add +0.1% 1,636 $1.2M
Beacon Capital Management, LLC 0.25% Add +3.6% 1,633 $1.2M
LBMC Investment Advisors, LLC 0.10% Add +42.9% 1,631 $1.2M
Verity & Verity, LLC 0.13% No change 1,629 $1.2M
Centurion Wealth Management LLC 0.47% Add +0.6% 1,628 $1.2M
Anfield Capital Management, LLC 0.57% New 1,623 $1.2M
Seamount Financial Group Inc. 1.04% Add +0.7% 1,621 $1.2M
Pioneer Trust Bank N A 0.33% Reduce -4.5% 1,619 $1.2M
Adirondack Trust Co. 0.50% Reduce -0.9% 1,619 $1.2M
KLCM Advisors, Inc. 0.15% Add +24.9% 1,619 $1.2M
Signal Advisors Wealth, LLC 0.29% Add +129.4% 1,615 $1.2M
Financial Partners Group, LLC 0.46% New 1,615 $1.2M
Oakworth Capital, Inc. 0.09% No change 1,615 $1.2M
Avidian Wealth Enterprises, LLC 0.06% Add +30.8% 1,605 $1.2M
Fermata Advisors, LLC 0.26% Reduce -36.6% 1,604 $1.2M
Northern Financial Advisors Inc 0.92% No change 1,604 $1.2M
Whalen Wealth Management Inc. 0.87% No change 1,603 $1.2M
Iron Gate Global Advisors LLC 0.21% Reduce -1.3% 1,618 $1.2M
Weaver Consulting Group 0.43% Reduce -10.3% 1,599 $1.2M
Morton Capital Management LLC 0.32% Add +1.9% 1,594 $1.2M
Castle Rock Wealth Management, LLC 0.32% Add +5.5% 1,615 $1.2M
Transatlantique Private Wealth LLC 0.51% Add +2.6% 1,587 $1.2M
Cardiff Park Advisors, LLC 0.11% Add +5.1% 1,586 $1.2M
Sander Capital Advisors Inc. 0.57% No change 1,585 $1.2M
Altfest L J & Co. Inc. 0.16% Add +3.5% 1,579 $1.2M
WP Advisors, LLC 0.38% Add +0.1% 1,576 $1.2M
Tortoise Investment Management, LLC 0.14% Reduce -10.1% 1,576 $1.2M
Creative Financial Designs Inc. 0.11% Add +6.4% 1,575 $1.2M
Global Strategic Investment Solutions, LLC 0.13% Reduce -1.8% 1,574 $1.2M
Lodestar Private Asset Management LLC 0.16% Add +6.7% 1,574 $1.2M
Fielder Capital Group LLC 0.51% Add +23.2% 1,567 $1.1M
Copperwynd Financial, LLC 0.41% Add +17.5% 1,566 $1.1M
Allstate Corp. 0.08% No change 1,564 $1.1M
Souders Financial Advisors 0.18% Add +24.2% 1,563 $1.1M
International Private Wealth Advisors LLC 2.21% Reduce -9.0% 1,562 $1.1M
DT Investment Partners, LLC 0.12% No change 1,561 $1.1M
Skyline Advisors, Inc. 0.51% Add +0.1% 1,561 $1.1M
Associated Banc-Corp 0.04% Reduce -1.1% 1,560 $1.1M
LexAurum Advisors, LLC 0.29% Reduce -23.3% 1,559 $1.1M
Maverick Capital 0.02% New 1,557 $1.1M
Lodestone Wealth Management LLC 0.60% Reduce -1.1% 1,556 $1.1M
Surience Private Wealth LLC 1.08% Reduce -74.0% 1,550 $1.1M
Laidlaw Wealth Management LLC 0.63% Reduce -62.1% 1,548 $1.1M
Legacy Capital Group California, Inc. 0.42% Reduce -2.4% 1,545 $1.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.13% Add +107.7% 1,545 $1.1M
LVW Advisors, LLC 0.19% Add +29.5% 1,541 $1.1M
Consilium Wealth Advisory, LLC 0.63% Reduce -3.8% 1,536 $1.1M
Hoxton Planning & Management, LLC 0.54% Add +0.9% 1,535 $1.1M
Richwood Investment Advisors, LLC 1.00% Reduce -0.7% 1,534 $1.1M
Stablepoint Partners, LLC 0.23% Add +11.1% 1,532 $1.1M
Columbia Advisory Partners LLC 1.14% Add +0.7% 1,531 $1.1M
Winthrop Capital Management, LLC 0.52% Add +0.9% 1,530 $1.1M
1776 Wealth LLC 0.53% Reduce -1.0% 1,529 $1.1M
Ritter Daniher Financial Advisory LLC / DE 0.37% Reduce -8.7% 1,528 $1.1M
Octavia Wealth Advisors, LLC 0.16% Reduce -20.3% 1,524 $1.1M
Ewa, LLC 0.50% Add +10.4% 1,417 $1.1M
Sompo Asset Management Co., Ltd. 0.18% No change 1,520 $1.1M
Stableford Capital II LLC 0.45% Reduce -5.0% 1,514 $1.1M
Nabity-Jensen Investment Management Inc 0.91% No change 1,505 $1.1M
Signet Investment Advisory Group, Inc. 0.60% Reduce -2.2% 1,495 $1.1M
Personal Cfo Solutions, LLC 0.17% Add +1.1% 1,493 $1.1M
Pinion Investment Advisors, LLC 0.57% Add +1.2% 1,493 $1.1M
HBC Financial Services, PLLC 0.74% No change 1,510 $1.1M
Legacy Edge Advisors, LLC 0.23% Add +86.1% 1,487 $1.1M
Ingalls & Snyder LLC 0.05% Reduce -0.1% 1,485 $1.1M
Wulff, Hansen & Co. 1.09% Add +125.0% 1,485 $1.1M
Waypoint Wealth Partners Inc. 0.31% Add +75.7% 1,479 $1.1M
Continental Investors Services, Inc. 2.56% Add +2.8% 1,500 $1.1M
Drake & Associates, LLC 0.40% Reduce -1.1% 1,474 $1.1M
Cardinal Strategic Wealth Guidance 0.41% Reduce -4.6% 1,474 $1.1M
Bulltick Wealth Management, LLC 0.23% Add +4.5% 1,474 $1.1M
Tradewinds Capital Management, LLC 0.30% Add +1.7% 1,472 $1.1M
Certuity, LLC 0.10% Reduce -6.6% 1,466 $1.1M
United Advisor Group, LLC 0.40% New 1,464 $1.1M
MBL Wealth, LLC 0.12% Add +0.2% 1,462 $1.1M
Davis Capital Management 0.95% Reduce -13.2% 1,484 $1.1M
Wealth Alliance, LLC 0.14% Reduce -2.9% 1,460 $1.1M
Greatmark Investment Partners, Inc. 0.15% Reduce -0.2% 1,460 $1.1M
Cubist Systematic Strategies, LLC 0.01% Reduce -96.4% 1,455 $1.1M
Bluespring Wealth Management, LLC 0.12% Add +1.9% 1,454 $1.1M
Plante Moran Financial Advisors, LLC 0.11% Reduce -0.3% 1,451 $1.1M
Park Edge Advisors, LLC 0.30% Add +13.9% 1,450 $1.1M
Centerpoint Advisors, LLC 0.40% Reduce -1.0% 1,450 $1.1M
GW Henssler & Associates Ltd. 0.06% Add +4.1% 1,449 $1.1M
Burton Enright Welch 0.26% No change 1,449 $1.1M
Corundum Group, Inc. 0.51% Reduce -3.2% 1,449 $1.1M
Heritage Financial Services, LLC 0.16% Reduce -1.4% 1,449 $1.1M
Beacon Bank & Trust 0.26% Add +12.1% 1,447 $1.1M
West Bancorporation Inc. 0.70% Reduce -1.3% 1,446 $1.1M
Archer Investment Corp 0.32% Reduce -3.5% 1,444 $1.1M
Montag & Caldwell, LLC 0.18% No change 1,443 $1.1M
LifeSteps Financial, Inc. 0.80% No change 1,443 $1.1M
Paulson Wealth Management Inc. 0.31% No change 1,442 $1.1M
Radnor Capital Management, LLC 0.18% No change 1,442 $1.1M
Steigerwald, Gordon & Koch Inc. 0.13% Reduce -0.1% 1,440 $1.1M
Excalibur Management Corp. 0.44% No change 1,432 $1.0M
Empirical Asset Management, LLC 0.51% New 6,981 $1.0M
Sentry LLC 0.20% No change 1,428 $1.0M
Richardson Financial Services Inc. 0.74% Add +9.4% 1,425 $1.0M
Keel Point, LLC 0.11% Add +11.1% 1,423 $1.0M
JT Stratford LLC 0.21% Add +22.9% 1,419 $1.0M
Jmac Enterprises LLC 0.19% Add +2.8% 1,419 $1.0M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.27% Reduce -68.0% 1,418 $1.0M
MQS Management LLC 0.60% New 1,417 $1.0M
Western Financial Corp 0.64% Reduce -6.2% 1,416 $1.0M
Alpine Woods Capital Investors, LLC 0.21% Reduce -54.4% 1,435 $1.0M
JBR Co Financial Management Inc 0.83% No change 1,415 $1.0M
Veracity Capital LLC 0.40% Add +19.9% 1,410 $1.0M
Trueblood Wealth Management, LLC 0.59% Add +29.7% 1,409 $1.0M
Zions Bancorporation, N.A. 0.08% Reduce -6.8% 1,409 $1.0M
Bridge Advisory, LLC 0.51% Add +0.8% 1,407 $1.0M
Mosaic Family Wealth Partners, LLC 0.17% Add +1.4% 1,406 $1.0M
Dogwood Wealth Management LLC 0.70% Add +5.3% 1,405 $1.0M
Biltmore Wealth Management, LLC 0.49% No change 1,559 $1.0M
Eagle Global Advisors LLC 0.06% Add +35.1% 1,401 $1.0M
Alaethes Wealth, LLC 0.45% Reduce -2.4% 1,401 $1.0M
Hikari Tsushin, Inc. 0.08% No change 1,400 $1.0M
Thompson Davis & Co., Inc. 0.69% Add +1.3% 1,399 $1.0M
Hofer & Associates. Inc 0.86% Add +5.0% 1,396 $1.0M
Martin & Co. Inc. 0.25% Reduce -46.8% 1,395 $1.0M
Northwest Capital Management Inc 0.33% Add +0.4% 1,391 $1.0M
Gleason Group, Inc. 0.21% Reduce -7.2% 1,389 $1.0M
Elevated Capital Advisors, LLC 0.29% Add +2.9% 1,388 $1.0M
Buttonwood Financial Advisors Inc. 0.48% Reduce -13.1% 1,388 $1.0M
PAX Financial Group, LLC 0.20% Reduce -6.8% 1,387 $1.0M
D'Orazio & Associates, Inc. 0.16% Add +12.3% 1,386 $1.0M
Aberdeen Wealth Management LLC 0.59% No change 1,385 $1.0M
Silverlake Wealth Management LLC 0.52% Reduce -9.4% 1,383 $1.0M
Tempus Wealth Planning, LLC 0.44% Add +10.7% 1,378 $1.0M
Scott Capital Advisors, LLC 0.31% Add +4.9% 1,404 $1.0M
West Paces Advisors Inc. 0.27% Add +9.0% 1,377 $1.0M
CRA Financial Services, LLC 0.22% Add +0.9% 1,376 $1.0M
ORBA Wealth Advisors, L.L.C. 0.56% No change 1,376 $1.0M
Heritage Trust Co 0.13% Reduce -7.2% 1,372 $1.0M
MorganRosel Wealth Management, LLC 0.36% Add +33.1% 1,371 $1.0M
Resurgent Financial Advisors LLC 0.54% Add +1.0% 1,371 $1.0M
First Nebraska Trust Co 0.10% Reduce -0.7% 1,371 $1.0M
Safeguard Investment Advisory Group, LLC 0.34% Reduce -3.3% 1,368 $1.0M
Coordinated Financial Services, Inc. 0.89% — 1,369 $1.0M
Quantum Portfolio Management LLC 0.57% Add +71.7% 1,367 $1.0M
Friedenthal Financial 0.61% Add +381.6% 1,363 $998K
Oarsman Capital, Inc. 0.24% Add +0.7% 1,356 $993K
Shira Ridge Wealth Management 0.57% Reduce -0.8% 1,356 $993K
Stonebrook Private Inc. 0.29% Add +21.8% 1,348 $988K
Astoria Portfolio Advisors LLC. 0.38% Add +0.2% 1,375 $988K
Sage Rhino Capital LLC 0.23% Reduce -0.1% 1,348 $988K
Redwood Investment Management, LLC 0.09% Reduce -25.2% 1,347 $987K
Houlihan Financial Resource Group, Ltd. 0.44% No change 1,346 $986K
Baron Silver Stevens Financial Advisors, LLC 0.19% Reduce -10.2% 1,345 $985K
Marshall & Sullivan Inc. 0.49% Add +0.1% 1,340 $981K
BSW Wealth Partners 0.17% Reduce -6.5% 1,337 $980K
Laurel Wealth Advisors LLC 0.17% Add +8.7% 1,335 $978K
Caitlin John, LLC 0.74% Add +1.7% 1,333 $977K
Northeast Financial Consultants Inc 0.05% No change 1,332 $976K
Financial & Tax Architects, LLC 0.27% Add +19.2% 1,331 $975K
Robinswood Financial LLC 0.42% Reduce -3.2% 1,350 $974K
Wealth Architects, LLC 0.13% Reduce -5.2% 1,329 $974K
Aspen Wealth Management LLC 0.37% Reduce -1.1% 1,325 $971K
Ridgecrest Wealth Partners, LLC 0.58% Add +0.1% 1,324 $970K
Palisades Hudson Asset Management, L.P. 0.44% Reduce -3.7% 1,323 $970K
Sherbrooke Park Advisers LLC 0.19% Reduce -53.5% 1,323 $969K
Prairie Wealth Advisors, Inc. 0.45% — 1,321 $967K
Phoenix Wealth Advisors 0.59% Add +7.2% 1,319 $966K
Matisse Capital 0.46% Reduce -0.5% 1,318 $966K
Rothschild Wealth LLC 0.34% — 1,317 $965K
Profit Investment Management, LLC 0.54% No change 1,310 $960K
Missouri Trust & Investment Co 0.37% Add +0.1% 1,310 $960K
Argent Advisors, Inc. 0.38% Reduce -38.5% 1,309 $959K
LaSalle St. Investment Advisors, LLC 0.54% No change 1,445 $958K
Advisory Resource Group 0.22% Add +0.9% 1,303 $955K
Cahaba Wealth Management, Inc. 0.09% Add +18.4% 1,303 $955K
Formidable Asset Management, LLC 0.16% Add +61.3% 1,303 $955K
Capital Advisors, Ltd. LLC 0.12% Add +0.5% 1,300 $953K
Peoples Bank 0.53% Reduce -3.1% 1,299 $952K
Guidance Capital, Inc. 0.35% Add +1.8% 1,325 $951K
Brandywine Oak Private Wealth LLC 0.10% Reduce -0.9% 1,296 $949K
World Equity Group, Inc. 0.19% Reduce -87.4% 1,295 $949K
Arlington Capital Management, Inc. 0.79% Add +1.1% 1,295 $949K
Smith Anglin Financial, LLC 0.10% Add +1.9% 1,292 $946K
Garden State Investment Advisory Services LLC 0.35% Add +13.2% 1,300 $946K
Fluent Financial, LLC 0.52% Reduce -11.2% 1,291 $946K
Summit Asset Management, LLC 0.11% Add +0.1% 1,291 $946K
Montgomery Investment Management Inc. 0.36% No change 1,290 $945K
Perkins Coie Trust Co 0.22% Reduce -0.8% 1,290 $945K
LaFleur & Godfrey LLC 0.14% Add +22.3% 1,287 $943K
waypoint wealth counsel 0.72% Add +0.7% 1,284 $941K
Hazlett, Burt & Watson, Inc. 0.56% Add +4.4% 1,282 $940K
Independent Wealth Network Inc. 0.44% Add +13.5% 1,281 $939K
Constitution Capital LLC 0.53% Reduce -11.7% 1,280 $938K
Alera Investment Advisors, LLC 0.13% Add +2.2% 1,279 $937K
Texas Capital Bancshares Inc 0.42% Reduce -18.6% 1,275 $934K
Aveo Capital Partners, LLC 0.10% Add +17.8% 1,255 $933K
Seelaus Asset Management LLC 0.96% Add +6.3% 1,274 $933K
Synergy Financial Group, LTD 1.05% No change 1,271 $931K
Providence Wealth Advisors, LLC 0.79% Add +40.9% 1,309 $930K
Kensington Investment Counsel, LLC 0.42% Add +2.4% 1,269 $930K
Coastal Bridge Advisors, LLC 0.21% No change 1,258 $922K
Gratus Wealth Advisors, LLC 0.17% Add +76.2% 1,286 $915K
Cahill Financial Advisors Inc. 0.12% Reduce -4.7% 1,248 $915K
Modus Advisors, LLC 0.34% Add +8.0% 1,248 $914K
Addison Capital Co 0.45% No change 1,248 $914K
Tevis Investment Management 0.78% Reduce -0.2% 1,246 $913K
Aristotle Capital Management, LLC 0.00% No change 1,245 $912K
CPA Asset Management Group, LLC 0.51% No change 1,243 $911K
Wallace Hart LLC 0.76% — 1,241 $909K
Capital Square, LLC 0.64% Reduce -8.9% 1,240 $909K
Drive Wealth Management, LLC 0.25% Reduce -9.6% 1,240 $908K
BIP Wealth, LLC 0.07% Add +36.3% 1,235 $905K
Canvas Wealth Advisors, LLC 0.30% Reduce -7.5% 1,265 $905K
Parthenon LLC 0.11% Reduce -4.7% 1,228 $900K
Sage Capital Management, LLC 0.49% Add +4.1% 1,227 $899K
Ceeto Capital Group, LLC 0.37% No change 1,227 $899K
Wealth Alliance Advisory Group, LLC 0.21% Add +7.0% 1,227 $899K
Sharper & Granite LLC 0.43% Reduce -1.2% 1,257 $897K
Granite Bay Wealth Management, LLC 0.51% Reduce -98.4% 1,224 $897K
Xcel Wealth Management, LLC 0.28% Add +3.3% 1,224 $897K
Ninepoint Partners LP 0.11% No change 1,224 $897K
Quadcap Wealth Management, LLC 0.20% Add +4.1% 1,223 $896K
Intelligent Financial Strategies 0.56% Add +9.5% 1,221 $895K
Arista Wealth Management, LLC 0.68% Reduce -38.0% 1,219 $893K
Tactive Advisors, LLC 0.47% Add +76.8% 1,218 $892K
Main Street Group, LTD 0.43% No change 1,234 $890K
Gill Capital Partners, LLC 0.36% No change 1,231 $890K
Sterling Financial Planning, Inc. 0.36% Add +32.8% 1,214 $889K
Evernest Financial Advisors, LLC 0.42% Reduce -16.8% 1,253 $889K
Platte River Wealth Advisors, LLC 0.25% No change 1,212 $888K
Leonteq Securities AG 0.12% Reduce -0.3% 1,212 $888K
MBB Public Markets I LLC 0.06% New 1,212 $888K
Stoneridge Investment Partners LLC 0.34% New 1,211 $887K
Teamwork Financial Advisors, LLC 0.14% Add +14.5% 1,210 $886K
Court Place Advisors, LLC 0.29% No change 1,207 $884K
Lee Financial Group Hawaii, Inc. 0.69% Add +0.2% 1,207 $884K
Morningstar Investment Services LLC 0.01% Reduce -45.2% 1,202 $880K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -11.8% 1,200 $880K
Alta Advisers Ltd 0.44% Add +9.1% 1,200 $879K
Northwest Investment Counselors, LLC 0.21% Add +2.4% 1,197 $877K
Smith Shellnut Wilson LLC 0.46% Add +0.3% 1,195 $875K
Strategic Financial Concepts, LLC 0.21% Add +111.5% 1,195 $875K
Elevation Wealth Partners, LLC 0.44% Reduce -24.0% 1,195 $875K
Eclectic Associates Inc. 0.40% Add +22.9% 1,193 $874K
Gilliland Jeter Wealth Management LLC 0.30% Reduce -2.5% 1,192 $873K
Merrion Investment Management Co, LLC 0.62% Add +19.0% 1,190 $872K
Sugarloaf Wealth Management, LLC 0.18% Reduce -16.8% 1,187 $870K
Convergence Investment Partners, LLC 0.33% Reduce -4.7% 1,187 $869K
Values Added Financial LLC 0.68% No change 1,184 $867K
Nexus Investment Management ULC 0.08% Reduce -7.8% 1,184 $867K
Cheviot Value Management, LLC 0.19% Add +4.0% 1,182 $866K
Cove Private Wealth, LLC 0.76% No change 1,180 $865K
Empire Financial Management Company, LLC 0.29% New 1,180 $865K
Childress Capital Advisors, LLC 0.25% Add +2.9% 1,178 $863K
Arrowroot Family Office, LLC 0.55% Reduce -0.8% 1,176 $862K
Peoples Financial Services Corp. 0.37% Reduce -21.9% 1,172 $859K
PBMares Wealth Management LLC 0.22% Add +6.4% 1,169 $857K
Members Trust Co 0.03% Reduce -1.0% 1,169 $856K
American State Bank (Iowa) 0.57% Reduce -26.0% 1,168 $856K
Portside Wealth Group, LLC 0.16% Add +1.2% 1,156 $847K
Obsidian Personal Planning Solutions LLC 0.55% Reduce -6.8% 1,168 $844K
Kolinsky Wealth Management, LLC 0.64% Add +18.6% 1,147 $841K
Up Strategic Wealth Investment Advisors LLC 1.36% No change 1,138 $834K
Baker Tilly Wealth Management, LLC 0.15% Reduce -50.8% 1,137 $833K
CYBER HORNET ETFs LLC 0.99% Reduce -1.6% 1,150 $830K
Seven Mile Advisory 0.63% Add +0.3% 1,132 $830K
Independence Bank of Kentucky 0.25% Add +2.3% 1,130 $828K
Headinvest, LLC 0.16% Reduce -48.2% 1,128 $827K
Walden Wealth Partners LLC 0.48% No change 1,172 $826K
Heirloom Wealth Management 0.28% Reduce -0.3% 1,128 $826K
Florida Financial Advisors, LLC 0.61% Add +9.7% 1,125 $824K
Waters Parkerson & Co., LLC 0.04% Reduce -5.5% 1,120 $821K
Williamson Legacy Group, LLC 0.64% Reduce -0.5% 1,120 $821K
Builder Investment Group Inc. 0.24% No change 1,120 $821K
REDW Wealth LLC 0.22% No change 1,119 $820K
First National Bank of Hutchinson 0.55% Reduce -38.1% 1,118 $819K
FLC Capital Advisors 0.21% No change 1,117 $819K
Vanguard Capital Wealth Advisors 0.58% Add +0.1% 1,116 $818K
Armstrong Henry H Associates Inc. 0.08% No change 1,116 $818K
Destiny Capital Corp 0.57% No change 1,116 $818K
Heartland Bank & Trust Co 0.47% Reduce -0.6% 1,113 $815K
Windsor Capital Management, LLC 0.25% Reduce -3.0% 1,111 $814K
Founders Financial Alliance, LLC 0.24% Add +0.9% 1,110 $813K
Sloy Dahl & Holst, LLC 0.19% Add +2.6% 1,105 $810K
Waterloo Capital, L.P. 0.10% Reduce -15.8% 1,105 $809K
American Institute for Advanced Investment Management, LLP 0.64% No change 1,104 $809K
OneAscent Wealth Management LLC 0.31% Add +34.8% 1,103 $808K
Hemington Wealth Management 0.29% Reduce -7.0% 1,102 $808K
Dover Advisors, LLC 0.55% Add +205.8% 1,101 $807K
Long Island Wealth Management, Inc. 0.57% No change 1,100 $806K
Lane Generational LLC 0.95% No change 1,100 $806K
Virtus Advisers, LLC 0.43% Add +4.2% 1,100 $806K
Wellington Shields & Co., LLC 0.27% Add +37.5% 1,100 $806K
Northern Capital Management, Inc. 0.56% Add +10.6% 1,099 $805K
Maripau Wealth Management LLC 0.60% New 1,098 $805K
Ellevest, Inc. 0.05% Add +4.9% 1,097 $804K
Leeward Financial Partners, LLC 0.34% Add +22.0% 1,097 $803K
Murphy Pohlad Asset Management LLC 0.31% No change 1,096 $803K
Westside Investment Management, Inc. 0.19% Add +48.5% 1,102 $802K
Wealthstream Advisors, Inc. 0.30% Reduce -20.0% 1,093 $801K
Patriot Investment Management Group, Inc. 0.06% Reduce -8.9% 1,093 $801K
Klingman & Associates, LLC 0.06% Reduce -0.7% 1,092 $800K
Strategic Investment Advisors / MI 0.10% Add +7.1% 1,092 $800K
Sachetta, LLC 0.38% No change 1,209 $799K
FinTrust Capital Advisors, LLC 0.15% Reduce -16.6% 1,088 $797K
Wilson & Boucher Capital Management, LLC 0.63% Add +24.7% 1,085 $795K
Advisory Services & Investments, LLC 0.54% No change 1,078 $790K
Castle Wealth Management LLC 0.41% Reduce -7.6% 1,077 $789K
Nottingham Advisors, Inc. 0.10% Reduce -7.5% 1,077 $789K
First Financial Corp. 0.40% Reduce -4.1% 1,077 $789K
Pachira Investments Inc. 0.64% Reduce -1.8% 1,077 $789K
New Jersey Better Educational Savings Trust 1.49% No change 1,076 $788K
Private Portfolio Partners LLC 0.16% Add +2.5% 1,076 $788K
Capital Wealth Alliance, LLC 0.47% Add +4.6% 1,075 $787K
Lewis Asset Management, LLC 0.65% Add +2.5% 1,074 $787K
Cetera Trust Company, N.A 0.47% No change 1,074 $787K
Atlas Private Wealth Advisors 0.26% Reduce -46.6% 1,072 $786K
Fortitude Family Office, LLC 0.53% Add +22.2% 1,072 $785K
Beverly Hills Private Wealth, LLC 0.18% Reduce -1.4% 1,072 $785K
Crown Wealth Group, LLC 0.40% Add +15.0% 1,071 $785K
Danica Pension, Livsforsikringsaktieselskab 0.02% — 1,070 $784K
Elevation Point Wealth Partners, LLC 0.06% Add +210.5% 1,068 $783K
Magellan Asset Management Ltd 0.01% Add +6.4% 1,066 $781K
Deseret Mutual Benefit Administrators 0.39% Add +0.8% 1,065 $780K
Bangor Savings Bank 0.08% Reduce -12.8% 1,065 $780K
Emerald Advisers, LLC 0.03% Reduce -9.0% 1,064 $780K
Parkside Advisors LLC 0.20% No change 1,059 $776K
Magnus Financial Group LLC 0.09% Add +6.2% 1,058 $775K
Alpha DNA Investment Management LLC 0.43% New 1,058 $775K
Oxford Wealth Group, LLC 0.70% — 1,057 $774K
Vestor Capital, LLC 0.07% Add +1.3% 1,057 $774K
Amplius Wealth Advisors, LLC 0.09% Add +0.3% 1,054 $772K
Capital Insight Partners, LLC 0.14% Add +38.9% 1,053 $771K
Greenwich Wealth Management LLC 0.06% Reduce -23.1% 1,049 $769K
One Charles Private Wealth Services, LLC 0.33% Reduce -7.5% 1,049 $768K
Eagle Harbor Asset Management Inc. 0.82% No change 1,046 $766K
Silver Oak Advisory Group, Inc. 0.43% Add +0.1% 1,042 $764K
Advisor Resource Council 0.32% Reduce -79.8% 1,157 $763K
GR Financial Group, LLC 0.18% Add +3.6% 1,040 $762K
Calydon Capital 0.14% No change 968 $762K
Wrapmanager Inc. 0.21% Add +31.9% 1,038 $760K
Valley Wealth Managers, Inc. 0.06% Add +7.6% 1,037 $760K
Magnolia Capital Advisors LLC 0.63% Add +8.9% 1,069 $758K
Integrity Financial Corp 0.52% Add +41.3% 1,033 $757K
Dominguez Wealth Management Solutions, Inc. 0.59% Add +0.1% 1,031 $755K
Truvestments Capital LLC 0.29% Add +92.2% 1,028 $753K
Wealth Management Associates, Inc. 0.35% Reduce -3.4% 885 $752K
Imprint Wealth LLC 0.18% Add +79.8% 1,043 $752K
Bond & Devick Financial Network, Inc. 0.41% Reduce -0.9% 1,025 $751K
Smith & Howard Wealth Management, LLC 0.23% No change 1,024 $750K
Barton Investment Management 0.09% No change 1,024 $750K
Madison Wealth Partners, Inc 0.27% Add +1.9% 1,021 $748K
IFG Advisors, LLC 0.19% No change 1,020 $748K
Hunter Associates Investment Management LLC 0.13% Add +0.4% 1,020 $747K
Mascoma Wealth Management LLC 0.21% Reduce -3.1% 1,015 $744K
White Knight Strategic Wealth Advisors, LLC 0.77% Reduce -17.5% 1,014 $743K
Trinity Financial Advisors LLC 0.33% No change 1,014 $743K
Charles Schwab Trust Co 0.07% Reduce -19.7% 1,013 $742K
Boothbay Fund Management, LLC 0.02% Reduce -40.4% 1,011 $741K
LongView Wealth Management 0.29% Reduce -0.7% 1,010 $740K
Zhang Financial LLC 0.05% Add +3.8% 1,010 $740K
Magnolia Capital Management Ltd. 0.63% No change 1,008 $738K
Integrated Investment Consultants, LLC 0.20% No change 1,005 $736K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.37% Reduce -50.0% 1,000 $733K
Investmark Advisory Group LLC 0.40% Add +38.1% 997 $731K
Enzi Wealth 0.34% Add +0.7% 1,017 $731K
Breakwater Capital Group 0.18% Add +203.0% 997 $730K
Mendel Money Management 0.34% Add +0.5% 997 $730K
Revolve Wealth Partners, LLC 0.12% Add +13.7% 996 $730K
Cynosure Group, LLC 0.13% New 995 $729K
Bedel Financial Consulting, Inc. 0.11% Add +1.3% 995 $729K
Affinity Wealth Management LLC 0.13% Reduce -8.7% 992 $727K
Israel Discount Bank of New York 0.91% Reduce -33.5% 991 $726K
LGT Fund Management Co Ltd. 0.30% Reduce -50.5% 990 $725K
Altiora Financial Group, LLC 0.20% No change 990 $725K
Salomon & Ludwin, LLC 0.06% Add +8.6% 989 $725K
Carolinas Wealth Consulting LLC 0.14% Reduce -89.0% 989 $724K
Wealthspire Retirement, LLC 0.06% Add +41.5% 988 $724K
SJS Investment Consulting Inc. 0.14% Add +4.6% 987 $723K
Vantage Consulting Group Inc 0.46% Reduce -14.1% 985 $722K
Janiczek Wealth Management, LLC 0.15% Add +13.5% 983 $720K
Orrstown Financial Services Inc. 0.40% Add +0.1% 983 $720K
Plum Street Advisors, LLC 0.36% New 812 $720K
Maxi Investments CY Ltd 0.19% New 982 $719K
Motiv8 Investments LLC 0.56% Add +17.5% 981 $719K
Pettinga Financial Advisors LLC 0.18% Add +0.1% 980 $718K
Riverview Trust Co 0.55% No change 979 $717K
McRae Capital Management Inc. 0.16% No change 978 $717K
Foster Group, Inc. 0.04% Reduce -0.4% 976 $715K
Private Management Group Inc. 0.03% No change 974 $714K
Pacific Center for Financial Services 0.20% Add +17.7% 971 $711K
Patton Albertson Miller Group, LLC 0.11% Reduce -1.1% 970 $711K
Red Lighthouse Investment Management, LLC 0.28% Add +0.2% 967 $708K
CFO4Life Group, LLC 0.13% Add +2.5% 964 $706K
FIL Ltd 0.00% Reduce -93.7% 964 $706K
Alpha Financial Partners LLC 0.64% Reduce -9.9% 963 $706K
Acropolis Investment Management, LLC 0.05% Add +5.6% 962 $705K
Mraz, Amerine & Associates, Inc. 0.13% Reduce -2.5% 961 $704K
LJI Wealth Management, LLC 0.18% Add +13.6% 960 $703K
Sage Advisors, LLC 0.63% New 959 $703K
Granite Group Advisors, LLC 0.47% No change 958 $702K
Royal Fund Management, LLC 0.08% Reduce -5.8% 958 $702K
Pacifica Partners Inc. 0.31% Reduce -1.2% 960 $701K
Live Oak Private Wealth LLC 0.12% Reduce -0.6% 956 $700K
Woodley Farra Manion Portfolio Management Inc. 0.04% Reduce -2.8% 955 $700K
Kowal Investment Group, LLC 0.15% Add +5.3% 954 $699K
Capula Management Ltd 0.02% Add +1734.6% 954 $699K
Lifeworks Advisors, LLC 0.20% Reduce -7.2% 952 $697K
Global Assets Advisory, LLC 0.42% New 966 $697K
Vance Wealth, LLC 0.28% Add +3.7% 950 $696K
Foundation Wealth Management, LLC 0.57% Reduce -2.1% 949 $696K
McLean Asset Management Corp 0.24% Reduce -1.9% 968 $696K
Legacy PCG, LLC 0.44% Add +43.0% 948 $695K
Chaney Capital Management, Inc. 0.56% Reduce -7.0% 947 $694K
Collective Family Office LLC 0.23% Add +3.4% 947 $694K
Asahi Life Asset Management Co., LTD. 0.42% No change 946 $693K
CMG Global Holdings, LLC 0.48% No change 945 $693K
Darwin Wealth Management, LLC 0.19% Reduce -7.8% 945 $692K
Tributary Capital Management, LLC 0.06% Reduce -26.5% 945 $692K
Benchmark Financial Wealth Advisors, LLC 0.26% Add +9.0% 943 $691K
First National Bank & Trust Co. of Newtown 0.14% Add +6.7% 940 $689K
Altus Wealth Group LLC 0.34% Reduce -14.5% 938 $687K
Earned Wealth Advisors, LLC 0.26% Add +1.9% 937 $687K
Steel Grove Capital Advisors, LLC 0.09% Add +128.6% 935 $685K
SignalPoint Asset Management, LLC 0.19% Reduce -2.4% 935 $685K
Catalyst Private Wealth, LLC 0.36% Add +36.3% 928 $680K
SkyOak Wealth, LLC 0.16% Add +23.3% 925 $678K
Summa Corp. 0.37% No change 923 $676K
Paces Ferry Wealth Advisors, LLC 0.43% Reduce -0.3% 923 $676K
Ssi Investment Management LLC 0.27% Reduce -0.9% 921 $675K
TFC Financial Management, Inc. 0.12% Add +0.2% 920 $674K
Ruggaard & Associates LLC 0.32% No change 918 $673K
Virginia Wealth Management Group, Inc. 0.55% Add +0.2% 915 $671K
Essex LLC 0.15% Reduce -5.2% 913 $669K
Culbertson A N & Co. Inc. 0.12% Add +0.6% 912 $668K
Y.D. More Investments Ltd 0.12% No change 911 $667K
Courage Miller Partners, LLC 0.23% Add +0.3% 910 $667K
Crescent Grove Advisors, LLC 0.07% Add +1.4% 910 $667K
Alkeme Wealth, LLC 0.31% No change 944 $665K
IRON Financial LLC 0.37% Add +81.0% 905 $663K
Councilmark Asset Management, LLC 0.48% — 905 $663K
Accurate Wealth Management, LLC 0.19% Add +3.4% 933 $662K
Osterweis Capital Management Inc. 0.04% Add +17.9% 903 $662K
Meridian Investment Counsel Inc. 0.22% Reduce -0.6% 902 $661K
CCG Wealth Management, LLC 0.40% Add +15.4% 901 $660K
Clarus Wealth Advisors 0.37% Reduce -0.3% 913 $660K
Encompass More Asset Management 0.55% New 899 $659K
Aureus Asset Management, LLC 0.04% Reduce -17.1% 899 $658K
Clearview Wealth Advisors LLC 0.67% Reduce -16.1% 898 $658K
Smith, Moore & Co. 0.07% Reduce -2.8% 894 $655K
Virtue Capital Management, LLC 0.12% Add +6.9% 897 $654K
Enterprise Financial Services Corp 0.39% No change 892 $654K
Embree Financial Group 0.13% Add +17.8% 892 $653K
Beta Wealth Group, Inc. 0.32% Reduce -2.6% 891 $652K
Perpetual Ltd 0.01% Add +24.7% 888 $651K
Weinberger Asset Management, Inc 0.31% Add +0.8% 888 $650K
Peak Financial Management, Inc. 0.21% Add +51.2% 886 $649K
Wealth Effects LLC 0.24% Reduce -33.1% 886 $649K
Vantage Wealth 0.15% No change 885 $648K
New Capital Management LP 0.19% Reduce -91.9% 884 $648K
Gemmer Asset Management LLC 0.08% Add +10.9% 883 $647K
Plimoth Trust Co. LLC 0.17% Reduce -28.7% 871 $638K
Harvey Capital Management Inc. 0.19% No change 870 $637K
Private Client Services, LLC 0.43% Add +4.8% 868 $636K
Monarch Capital Management Inc. 0.18% Add +1.1% 867 $635K
Poehling Capital Management, INC. 0.17% Add +0.5% 866 $634K
TFB Advisors LLC 0.23% Add +167.7% 878 $634K
Von Berge Wealth Management Group, LLC 0.41% Add +48.9% 865 $634K
Howard Financial Services, LTD. 0.11% Reduce -0.6% 865 $634K
AXS Investments LLC 0.15% Add +13.7% 863 $632K
Brown Miller Wealth Management, LLC 0.28% Reduce -6.2% 861 $631K
Owen LaRue, LLC 0.39% Add +23.2% 856 $627K
Tamar Securities, LLC 0.11% Add +29.3% 856 $627K
Flynn Zito Capital Management, LLC 0.32% New 854 $626K
Old Port Advisors 0.19% Reduce -4.1% 849 $622K
Callahan Advisors, LLC 0.07% Add +18.5% 847 $621K
WealthBridge Capital Management, LLC 0.21% Reduce -8.2% 847 $620K
Menard Financial Group LLC 0.52% Add +171.2% 846 $620K
Psagot Value Holdings Ltd. / (Israel) 5.63% Reduce -76.8% 845 $619K
Riversedge Advisors, LLC 0.15% Add +5.5% 845 $619K
Alerus Financial NA 0.05% No change 844 $618K
Princeton Global Asset Management LLC 0.15% Reduce -5.2% 843 $618K
Sawyer & Company, Inc 0.25% No change 840 $615K
PGIM Custom Harvest LLC 0.02% Add +44.8% 840 $615K
EWG Elevate Inc. 0.23% Add +15.7% 840 $615K
Debussy Capital Management LP 0.18% Reduce -12.4% 780 $614K
Echo45 Advisors LLC 0.44% Reduce -1.5% 838 $614K
Moody LYNN Lieberson & Walker, LLC 0.04% Reduce -1.2% 837 $613K
Diligent Investors, LLC 0.15% Add +47.1% 837 $613K
Lebenthal Global Advisors, LLC 0.14% Add +10.3% 837 $613K
Marcum Wealth, LLC 0.06% Reduce -5.2% 834 $611K
Tsfg, LLC 0.15% Add +17.3% 834 $611K
Pettyjohn, Wood & White, Inc. 0.12% Reduce -2.9% 834 $611K
Sit Investment Associates Inc. 0.01% No change 833 $610K
Investment Partners Asset Management, Inc. 0.55% Add +3.4% 832 $610K
CoreFirst Bank & Trust 0.38% No change 829 $607K
M3 Advisory Group, LLC 0.55% Add +34.0% 828 $607K
Fortune 45 LLC 0.50% Add +0.5% 828 $607K
Greenwood Capital Associates LLC 0.08% Reduce -11.5% 825 $604K
M. Kraus & Co 0.18% No change 820 $601K
TMD Wealth Management, LLC 0.14% Reduce -8.8% 820 $601K
Tandem Wealth Advisors LLC 0.33% Reduce -8.0% 819 $600K
KRS Capital Management, LLC 0.48% Reduce -10.2% 816 $598K
Hiley Hunt Wealth Management 0.39% Add +0.1% 815 $597K
Bennett Selby Investments LP 0.28% Add +20.9% 815 $597K
ArrowMark Colorado Holdings LLC 0.01% No change 814 $596K
Hirtle & Co., LLC 0.03% Reduce -14.6% 813 $596K
KFG Wealth Management, LLC 0.24% Reduce -6.8% 813 $595K
Alaska Wealth Advisors, LLC 0.09% Reduce -17.9% 810 $594K
Exchange Bank 0.49% No change 808 $592K
Evanson Asset Management, LLC 0.04% Reduce -3.6% 807 $591K
Veery Capital, LLC 0.24% Reduce -0.3% 807 $591K
Contravisory Investment Management, Inc. 0.13% Add +37.1% 805 $590K
Eisler Capital (UK) Ltd. 0.07% Reduce -78.6% 805 $590K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -10.5% 804 $589K
Gladius Capital Management LP 0.58% New 800 $586K
EHP Funds Inc. 0.41% Reduce -42.9% 800 $586K
One Day In July LLC 0.08% Add +39.6% 797 $584K
Goldstein Advisors, LLC 0.10% Reduce -0.5% 796 $583K
Fairhaven Wealth Management, LLC 0.20% Add +0.5% 795 $582K
Manitou Investment Management Ltd. 0.12% No change 795 $582K
Security National Bank 0.09% No change 795 $582K
Bantamac Capital, LLC 0.33% Reduce -2.3% 794 $582K
Biltmore Family Office, LLC 0.11% Add +1.0% 794 $582K
Austin Wealth Management, LLC 0.14% Reduce -4.6% 725 $581K
Schneider Downs Wealth Management Advisors, LP 0.13% Add +7.2% 793 $581K
Pekin Hardy Strauss, Inc. 0.08% Add +46.1% 792 $580K
Scholtz & Company, LLC 0.26% Reduce -3.1% 790 $579K
Sandy Cove Advisors, LLC 0.27% Add +14.5% 788 $578K
Arvest Trust Co. N A 0.03% Reduce -9.3% 787 $577K
Bigelow Investment Advisors, LLC 0.28% Add +0.4% 785 $575K
Advus Financial Partners, LLC 0.18% Add +3.0% 784 $574K
Legacy Capital Wealth Partners, LLC 0.41% Add +128.4% 1,133 $574K
Wedge Capital Management L L P 0.01% Reduce -4.9% 782 $573K
KPP Advisory Services LLC 0.16% Add +2.5% 782 $573K
Financial Security Advisor, Inc. 0.20% Add +14.7% 781 $573K
Peninsula Wealth, LLC 0.11% Add +0.6% 781 $572K
Carlson Capital Management 0.03% Reduce -69.6% 780 $572K
SMART Wealth LLC 0.26% No change 780 $571K
Chickasaw Capital Management LLC 0.03% No change 780 $571K
Ranch Capital Advisors Inc. 0.31% Add +0.7% 779 $571K
JB Capital LLC 0.04% Add +4.3% 778 $571K
Joule Financial, LLC 0.23% Reduce -1.1% 778 $570K
Boltwood Capital Management 0.18% Reduce -3.0% 777 $569K
Van Strum & Towne Inc. 0.21% No change 777 $569K
Howard Capital Management, LLC 0.06% Reduce -3.7% 776 $569K
Financial Perspectives, Inc 0.22% Reduce -3.9% 775 $568K
Weil Company, Inc. 0.22% Add +4.0% 773 $566K
Old Mission Investment Co LLC 0.19% Add +14.7% 773 $566K
Full Sail Capital, LLC 0.04% Reduce -1.5% 773 $566K
Hendershot Investments Inc. 0.08% No change 771 $565K
Abbot Financial Management, Inc. 0.31% Reduce -0.1% 771 $564K
First City Capital Management, Inc. 0.31% Reduce -1.3% 769 $563K
Aua Capital Management, LLC 0.32% Add +2.4% 768 $563K
Vista Investment Partners LLC 0.19% Reduce -0.5% 768 $563K
Chapin Davis, Inc. 0.21% Add +2.8% 767 $562K
Beacon Financial Group 0.06% Add +0.7% 764 $560K
Seizert Capital Partners, LLC 0.03% No change 763 $559K
Marks Group Wealth Management, Inc 0.06% Add +2.8% 763 $559K
Gateway Wealth Partners, LLC 0.20% Add +24.9% 758 $555K
Duncan Williams Asset Management, LLC 0.50% — 755 $553K
Key Client Fiduciary Advisors, LLC 0.29% Add +19.1% 755 $553K
Point Windward Advisors Inc. 0.23% Reduce -11.7% 755 $553K
Cambridge Advisors Inc. 0.13% Add +0.4% 751 $550K
Insight Folios Inc 0.22% Add +1.5% 750 $550K
BCS Wealth Management 0.18% Reduce -7.4% 749 $549K
Winthrop Advisory Group LLC 0.08% Add +4.8% 749 $549K
Private Capital Management LLC 0.12% Add +28.5% 748 $548K
Rise Advisors, LLC 0.29% Add +41.7% 748 $548K
CFS Investment Advisory Services, LLC 0.09% Add +107.5% 745 $546K
Asio Capital, LLC 0.12% Add +3.9% 745 $546K
Tarbox Family Office, Inc. 0.10% No change 745 $546K
Horan Capital Advisors, LLC. 0.19% Reduce -8.3% 743 $544K
Washington Trust Advisors, Inc. 0.05% Reduce -1.2% 742 $544K
American Capital Advisory, LLC 0.47% Add +16.5% 1,094 $544K
Navalign, LLC 0.18% Reduce -2.0% 742 $543K
Garrison Asset Management, LLC 0.28% No change 740 $542K
AIMZ Investment Advisors, LLC 0.20% No change 740 $542K
First Trust Investment Solutions L.P. 0.10% Add +20.6% 737 $540K
Vest Financial, LLC 0.01% New 737 $539K
Monument Capital Management 0.15% Add +0.7% 733 $537K
Atlas Financial Advisors, Inc. 0.83% Add +73.3% 733 $537K
Apexium Financial, LP 0.04% Reduce -4.1% 731 $536K
Iams Wealth Management, LLC 0.33% Add +0.3% 716 $536K
Meadow Creek Wealth Advisors LLC 0.37% Add +82.8% 731 $535K
Thompson Investment Management, Inc. 0.08% No change 730 $535K
Fiducient Advisors LLC 0.11% Reduce -2.1% 729 $534K
Family Manage LLC 0.10% Reduce -2.8% 728 $533K
Park Place Capital Corp 0.19% Reduce -29.6% 726 $532K
Citizens Business Bank 0.11% No change 723 $530K
Firestone Capital Management 0.15% Reduce -0.1% 723 $530K
First Financial Bankshares Inc 0.01% Add +5.3% 721 $528K
Royal Capital Wealth Management, LLC 0.41% No change 721 $528K
Lazari Capital Management, Inc. 0.29% Reduce -6.0% 720 $528K
Sound Income Strategies, LLC 0.04% Add +7.2% 719 $527K
Davidson Investment Advisors 0.03% Add +2.9% 719 $527K
Abound Wealth Management 0.20% Add +1.8% 718 $526K
Smart Money Group LLC 0.20% Add +51.7% 728 $526K
Twin Lakes Capital Management, LLC 0.36% No change 718 $526K
Bill Few Associates, Inc. 0.21% Reduce -1.4% 717 $525K
Palisade Asset Management, LLC 0.05% Reduce -4.7% 715 $524K
Hyperion Partners, LLC 0.38% Reduce -10.4% 714 $523K
Lakeridge Wealth Management LLC 0.34% Reduce -6.5% 713 $523K
Allen Mooney & Barnes Investment Advisors LLC 0.10% Add +1.0% 711 $521K
Ascent Wealth Partners, LLC 0.08% No change 710 $520K
BOS Asset Management, LLC 0.27% No change 709 $519K
Berkeley Capital Partners, LLC 0.16% No change 708 $519K
Apeiron RIA LLC 0.15% Reduce -9.2% 708 $518K
Community Bank & Trust, Waco, Texas 0.13% Add +1.4% 705 $517K
Traveka Wealth, LLC 0.24% Reduce -64.4% 703 $515K
Two Sigma Securities, LLC 0.03% Reduce -96.7% 703 $515K
Fragasso Financial Advisors Inc 0.04% Add +11.6% 703 $515K
Aurora Private Wealth, Inc. 0.44% Add +0.7% 712 $514K
Rosenberg Matthew Hamilton 0.15% Reduce -0.8% 712 $514K
Selective Wealth Management, Inc. 0.22% Add +0.1% 710 $513K
Liberty Wealth Management LLC 0.10% Reduce -2.2% 698 $512K
Sandbox Financial Partners, LLC 0.21% Add +2.6% 697 $511K
Quantum Financial Advisors, LLC 0.09% Reduce -18.9% 694 $509K
Retirement Solution LLC 0.14% Add +21.8% 693 $508K
Aspen Grove Capital, LLC 0.14% Add +1.9% 692 $508K
Intrua Financial, LLC 0.08% Reduce -43.8% 691 $507K
Whelan Financial 0.23% Add +19.3% 691 $506K
First Community Trust NA 0.48% Add +200.0% 690 $506K
Wittenberg Investment Management, Inc. 0.17% Reduce -3.4% 690 $505K
49 Wealth Management, LLC 0.11% Add +7.0% 700 $505K
Sunpointe, LLC 0.56% Add +0.1% 689 $505K
Blue Zone Wealth Advisors, LLC 0.17% No change 688 $504K
Abner Herrman & Brock LLC 0.06% Reduce -0.7% 684 $501K
RVW Wealth, LLC 0.05% Add +90.8% 681 $499K
Fi3 FINANCIAL ADVISORS, LLC 0.23% Add +13.2% 670 $498K
Lowe Brockenbrough & Co. Inc. 0.03% Reduce -6.2% 679 $497K
PCA Investment Advisory Services Inc. 0.28% Add +1.2% 678 $497K
Winslow Asset Management Inc. 0.09% No change 678 $497K
Renasant Bank 0.35% Reduce -0.9% 678 $497K
Phillips Wealth Planners LLC 0.57% Reduce -4.8% 693 $496K
Inspirion Wealth Advisors, LLC 0.08% Add +11.4% 676 $495K
Oder Investment Management, LLC 0.46% Add +38.3% 675 $495K
Aprio Wealth Management, LLC 0.10% Add +51.5% 674 $494K
V2 Financial group LLC 0.34% Add +3.7% 674 $494K
Nebula Research & Development LLC 0.11% Add +23.7% 674 $494K
Providence First Trust Co 0.21% New 673 $493K
Tyler-Stone Wealth Management 0.22% Reduce -4.4% 672 $493K
Unique Wealth Strategies, LLC 0.24% New 671 $491K
Kaizen Financial Strategies 0.33% Add +107.4% 670 $491K
Lakeshore Financial Planning, Inc. 0.25% Add +0.1% 668 $490K
Concorde Asset Management, LLC 0.33% Add +2.9% 668 $489K
Ulland Investment Advisors, LLC 0.39% Add +6.9% 668 $489K
Blossom Wealth Management 1.18% Reduce -0.5% 667 $489K
Gen-Wealth Partners Inc 0.24% — 667 $489K
Impact Partnership Wealth, LLC 0.19% Add +2.5% 666 $488K
Financial Alternatives, Inc 0.38% No change 666 $488K
Yarger Wealth Strategies, LLC 0.33% Add +2.9% 666 $488K
1900 Wealth Management LLC 0.04% Reduce -15.3% 663 $486K
White Pine Capital LLC 0.18% No change 671 $485K
Torray Investment Partners LLC 0.07% Reduce -23.2% 662 $485K
Coastwise Capital Group, LLC 0.45% Reduce -12.6% 660 $484K
Towerpoint Wealth, LLC 0.24% Add +19.6% 659 $483K
Hutchinson Capital Management 0.10% Add +0.3% 658 $482K
MN Wealth Advisors, LLC 0.30% Reduce -6.4% 657 $481K
Port Capital LLC 0.02% Add +46.6% 657 $481K
Fairview Capital Investment Management, LLC 0.03% Add +18.9% 654 $479K
Frisch Financial Group, Inc. 0.16% Reduce -5.9% 654 $479K
Barnes Pettey Financial Advisors, LLC 0.41% No change 653 $478K
Chemung Canal Trust Co. 0.09% Reduce -15.2% 653 $478K
Lantz Financial LLC 0.15% Add +0.6% 652 $478K
Crescent Sterling, Ltd. 0.43% Add +11.1% 650 $476K
United Bank 0.06% Reduce -43.5% 647 $474K
Werba Rubin Papier Wealth Management 0.14% Add +0.2% 646 $473K
Carmel Capital Partners, LLC 0.20% Reduce -6.5% 645 $473K
Taylor Financial Group, Inc. 0.36% Reduce -7.9% 645 $473K
XR Securities LLC 0.14% New 645 $473K
Gibson Capital, LLC 0.10% No change 645 $473K
FFT Wealth Management LLC 0.04% Reduce -14.9% 644 $472K
Unique Wealth, LLC 0.13% Add +0.3% 643 $471K
Edgemoor Investment Advisors, Inc. 0.04% Add +19.1% 641 $470K
Darden Wealth Group Inc 0.37% No change 640 $469K
Allen Investment Management, LLC 0.01% Reduce -7.9% 640 $469K
Stonebridge Capital Advisors LLC 0.04% Add +32.3% 639 $468K
First International Bank & Trust 0.16% No change 638 $467K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -10.5% 638 $467K
Acorns Advisers, LLC 0.01% Add +84.1% 637 $467K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.08% Reduce -3.3% 637 $467K
Integris Wealth Management, LLC 0.13% Reduce -5.2% 637 $466K
Thomasville National Bank 0.04% Add +1.8% 635 $465K
Centennial Wealth Advisory LLC 0.21% Add +6.5% 634 $465K
Consolidated Portfolio Review Corp 0.12% Reduce -64.7% 632 $463K
Carr Financial Group Corp 0.15% Add +0.8% 630 $462K
Auto-Owners Insurance Co 0.01% No change 630 $462K
MCF Advisors LLC 0.04% Reduce -9.5% 629 $461K
Triangle Securities Wealth Management 0.13% Reduce -0.3% 628 $460K
Affinity Capital Advisors, LLC 0.10% Add +2.5% 627 $459K
Van Cleef Asset Management,Inc 0.06% No change 626 $459K
Independent Family Office, LLC 0.25% Add +9.8% 626 $459K
Willis Johnson & Associates, Inc. 0.04% New 625 $458K
Absolute Capital Management, LLC 0.29% New 622 $456K
WJ Wealth Management, LLC 0.18% No change 622 $456K
Milestone Asset Management, LLC 0.13% New 621 $455K
Atlas Capital Advisors Inc. 0.07% Reduce -88.7% 621 $455K
EdgeRock Capital LLC 0.36% Add +4.7% 621 $454K
Miramar Capital, LLC 0.11% No change 588 $454K
SilverOak Wealth Management LLC 0.11% Add +19.3% 619 $453K
First Citizens Financial Corp 0.27% No change 617 $452K
Planned Solutions, Inc. 0.22% Add +0.2% 617 $452K
Sfm, LLC 0.34% Reduce -2.1% 612 $448K
Canal Capital Management, LLC 0.08% Reduce -0.8% 612 $448K
Heartwood Wealth Advisors LLC 0.06% Reduce -1.4% 611 $448K
FDx Advisors, Inc. 0.07% Reduce -59.0% 610 $447K
MRP Capital Investments, LLC 0.45% No change 610 $447K
Nemes Rush Group LLC 0.06% Reduce -19.6% 610 $447K
Clarity Capital Partners LLC 0.29% Reduce -1.9% 607 $445K
Phocas Financial Corp. 0.05% No change 606 $444K
Prospect Financial Services LLC 0.37% Add +20.2% 606 $444K
DGS Capital Management, LLC 0.13% Add +45.4% 605 $443K
Vertex Planning Partners, LLC 0.12% Reduce -7.1% 605 $443K
Horizon Bancorp Inc. 0.21% Add +3.3% 604 $443K
Scarborough Advisors, LLC 0.20% Add +7.8% 605 $443K
Relative Value Partners Group, LLC 0.03% Add +0.2% 637 $443K
Gitterman Wealth Management, LLC 0.17% No change 602 $441K
Smith Salley Wealth Management 0.03% Reduce -85.0% 601 $440K
BOCHK Asset Management Ltd 0.15% Reduce -25.0% 600 $440K
Pictet North America Advisors SA 0.05% Add +9.1% 600 $440K
Wealthquest Corp 0.05% Add +20.8% 598 $438K
Swisher Financial Concepts, Inc. 0.38% No change 601 $437K
Dynamic Wealth Strategies, LLC 0.37% Add +1.7% 596 $437K
Strata Wealth Advisors, LLC 0.15% Reduce -50.9% 595 $436K
CWS Financial Advisors, LLC 0.18% Reduce -26.3% 594 $435K
Hamilton Wealth, LLC 0.14% No change 593 $435K
Armstrong Advisory Group, Inc. 0.04% No change 656 $433K
Avity Investment Management Inc. 0.04% Reduce -1.7% 591 $433K
Spectrum Wealth Counsel, LLC 0.05% Add +10.1% 587 $430K
Jacobsen Capital Management 0.20% Reduce -1.7% 586 $429K
Scissortail Wealth Management, LLC 0.11% Reduce -74.2% 586 $429K
Walker Asset Management, LLC 0.28% Reduce -8.4% 585 $429K
Total Clarity Wealth Management, Inc. 0.15% Add +8.2% 582 $426K
Christensen, King & Associates Investment Services, Inc. 0.21% Reduce -7.6% 582 $426K
Pine Harbor Wealth Management, LLC 0.27% Add +0.3% 581 $426K
Key Financial Inc 0.11% Reduce -1.2% 581 $426K
Castleview Partners, LLC 0.24% Add +5.6% 581 $425K
Mountain Capital Investment Advisors Inc. 0.12% Add +10.4% 592 $425K
Elevatus Welath Management 0.17% Reduce -0.7% 580 $425K
Pacific Sun Financial Corp 0.25% Reduce -0.5% 579 $424K
Trust Co of the South 0.10% Reduce -49.2% 578 $423K
Great Diamond Partners, LLC 0.10% Add +1.2% 577 $423K
Berkshire Money Management, Inc. 0.05% New 577 $423K
Cohen & Steers, Inc. 0.00% No change 576 $422K
Stonebridge Financial Planning Group, LLC 0.22% Reduce -8.0% 576 $422K
ETF Store, Inc. 0.24% No change 574 $421K
Saxon Interests, Inc. 0.20% Add +4.2% 574 $421K
Three Bridge Wealth Advisors, LLC 0.17% No change 574 $421K
GFS Advisors, LLC 0.07% Add +1.2% 573 $420K
Bridgewealth Advisory Group, LLC 0.21% Add +2.1% 573 $420K
CM Wealth Advisors LLC 0.12% Add +8.6% 543 $419K
Vantage Financial Partners Ltd., Inc. 0.11% Reduce -8.8% 570 $418K
Cutter & CO Brokerage, Inc. 0.10% Add +6.5% 570 $417K
Means Investment Co., Inc. 0.05% Reduce -2.2% 569 $417K
Chesapeake Wealth Management 0.15% Reduce -7.5% 569 $417K
Arrowstreet Capital, Limited Partnership 0.00% New 568 $416K
Arkos Global Advisors 0.07% No change 566 $415K
Zega Financial, LLC 0.18% Add +2.0% 566 $415K
Newman Dignan & Sheerar, Inc. 0.11% Reduce -0.9% 565 $414K
Onyx Bridge Wealth Group LLC 0.07% Add +1.8% 567 $413K
Gateway Advisory, LLC 0.07% Add +6.8% 564 $413K
Strategic Family Wealth Counselors, L.L.C. 0.16% Reduce -0.3% 562 $412K
Tillman Hartley LLC 0.14% No change 562 $412K
Mason & Associates Inc 0.11% Add +0.2% 562 $412K
Blue Investment Partners LLC 0.21% No change 561 $411K
Kelleher Financial Advisors 0.17% No change 561 $411K
Southland Equity Partners LLC 0.12% Add +1.8% 561 $411K
Widmann Financial Services, Inc. 0.34% Add +0.2% 560 $410K
Eagle Bay Advisors LLC 0.26% Add +27.9% 560 $410K
LWM Advisory Services, LLC 0.33% Reduce -3.6% 559 $410K
Annis Gardner Whiting Capital Advisors, LLC 0.15% Add +12.3% 558 $409K
McAdam, LLC 0.03% Add +3.9% 558 $409K
Invenio Wealth Partners LLC 0.22% Add +9.0% 557 $408K
Valley National Advisers Inc. 0.06% Add +10.3% 557 $407K
Dagco, Inc. 0.18% Reduce -5.5% 554 $406K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% No change 552 $404K
Gray Wealth Management Inc. 0.18% No change 551 $404K
Affiance Financial, LLC 0.11% Add +1.3% 551 $404K
StoneCrest Wealth Management, Inc. 0.35% No change 550 $403K
Capital Wealth Planning, LLC 0.00% Reduce -49.5% 549 $402K
Epic Trust Investment Advisors, LLC 0.50% Add +6.4% 549 $402K
Saxony Capital Management, LLC 0.48% Add +16.4% 548 $401K
Matrix Asset Advisors Inc. 0.05% No change 547 $401K
Charter Research & Investment Group, Inc. 0.32% No change 547 $401K
Clifford Group, LLC 0.33% No change 546 $400K
TCWP LLC 1.06% No change 546 $400K
McGlone Suttner Wealth Management, Inc. 0.07% Add +13.4% 542 $397K
GDS Wealth Management 0.05% Add +34.5% 542 $397K
Waycross Investment Management Co 0.37% No change 541 $396K
Chatham Capital Group, Inc. 0.07% No change 538 $394K
Berkshire Asset Management LLC 0.02% Reduce -1.8% 536 $393K
Accel Wealth Management 0.17% Add +63.4% 536 $392K
Ledgewood Wealth Advisors, LLC 0.36% No change 535 $392K
Unconventional Investor, LLC 0.28% No change 532 $390K
Root Financial Partners, LLC 0.12% New 531 $389K
Farmers National Bank 0.12% Add +33.8% 530 $388K
Bear Mountain Capital, Inc. 0.17% No change 542 $388K
Councilor Wealth, LLC 0.19% Reduce -16.9% 528 $387K
West Michigan Advisors, LLC 0.13% Reduce -27.0% 527 $386K
Ellenbecker Investment Group 0.08% Reduce -1.9% 526 $386K
Verity Asset Management, Inc. 0.21% Reduce -0.6% 526 $385K
Samalin Investment Counsel, LLC 0.18% Reduce -6.4% 524 $384K
Eight 31 Financial, LLC 0.24% Add +4.2% 521 $382K
FWL Investment Management, LLC 0.21% Add +10300.0% 520 $381K
Walled Lake Planning & Wealth Management, LLC 0.16% Add +1.6% 520 $381K
Gradient Capital Advisors, LLC 0.14% Reduce -2.4% 520 $381K
Keystone Financial Group 0.06% Add +21.6% 519 $380K
Elite Life Management LLC 1.86% Add +0.4% 518 $380K
Blueshift Asset Management, LLC 0.20% Reduce -54.5% 518 $380K
MAS Advisors LLC 0.44% Add +0.4% 517 $379K
Convergence Financial, LLC 0.16% New 517 $379K
Seeds Investor LLC 0.35% New 514 $377K
Gilman Hill Asset Management, LLC 0.07% Add +15.0% 513 $376K
Rodgers & Associates, LTD 0.05% No change 513 $376K
Martin Investment Management, LLC 0.09% Reduce -1.9% 513 $376K
Cornerstone Enterprises, LLC 0.28% Reduce -2.4% 520 $375K
Sax Wealth Advisors, LLC 0.04% Add +9.6% 512 $375K
Beaird Harris Wealth Management, LLC 0.04% Add +3.0% 512 $375K
Vantage Financial Partners, LLC 0.10% Add +3.0% 511 $375K
Mizuho Securities Co. Ltd. 2.06% Add +537.5% 510 $374K
Riverwater Partners LLC 0.27% New 510 $374K
MRA Advisory Group 0.22% New 508 $372K
Wolff Wiese Magana LLC 0.32% Reduce -2.5% 506 $370K
Petra Financial Advisors Inc. 0.27% Add +10.6% 511 $370K
FSA Wealth Management LLC 0.16% Add +7.7% 505 $370K
Landaas & Co. /Wi 0.12% Add +8.6% 505 $370K
Campbell Newman Asset Management Inc. 0.03% No change 505 $370K
Insight Inv LLC 0.32% No change 504 $369K
Correct Capital Wealth Management 0.09% No change 504 $369K
Capital Advisory Group Advisory Services, LLC 0.17% Reduce -0.2% 502 $368K
Overbrook Management Corp 0.10% Reduce -67.7% 502 $368K
First Affirmative Financial Network 0.27% Reduce -2.3% 501 $367K
DDFG, Inc 0.12% Add +11.1% 501 $367K
CAP Partners, LLC 0.32% Add +0.2% 501 $367K
Seed Wealth Management, Inc. 0.35% No change 509 $367K
Shulman DeMeo Asset Management LLC 0.10% No change 500 $367K
BlackDiamond Wealth Management, LLC 0.26% Add +4.4% 500 $367K
VERITY Wealth Advisors 0.28% No change 500 $366K
Meritas Wealth Management, LLC 0.26% Reduce -2.0% 500 $366K
Sicart Associates LLC 0.13% No change 500 $366K
Poplar Forest Capital LLC 0.05% No change 500 $366K
Provident Investment Management, Inc. 0.03% No change 500 $366K
Avenir Corp. 0.03% No change 500 $366K
Consilio Wealth Advisors, LLC 0.17% Add +5.5% 499 $366K
Thrive Wealth Management, LLC 0.08% Reduce -9.3% 499 $366K
Greenhouse Wealth Management, LLC 0.27% Add +0.2% 499 $365K
Capital Management Associates, Inc 0.27% Add +3.1% 498 $365K
Fortune Financial Advisors, LLC 0.23% Add +1.8% 498 $365K
Hillsdale Investment Management Inc. 0.03% Add +20.3% 498 $365K
Penserra Capital Management LLC 0.00% Reduce -80.2% 498 $364K
Wealthcare Capital Management LLC 0.04% Reduce -1.2% 497 $364K
WealthCollab, LLC 0.27% No change 496 $363K
Hill Investment Group Partners, LLC 0.05% Reduce -27.3% 496 $363K
Sunflower Bank, N.A. 0.08% Reduce -3.9% 495 $363K
Jupiter Wealth Management LLC 0.19% New 475 $363K
Foster & Motley Inc. 0.02% Reduce -2.8% 494 $362K
Triumph Capital Management 0.15% Add +26.8% 501 $362K
SevenBridge Financial Group, LLC 0.08% Add +4.7% 486 $362K
Schaeffer Financial LLC 0.36% No change 493 $361K
Farrell Financial LLC 0.30% Add +5.3% 492 $361K
Geneva Partners, LLC 0.16% Add +0.6% 492 $360K
Financial Management Professionals, Inc. 0.05% Reduce -4.5% 490 $359K
KFA Private Wealth Group, LLC 0.11% Add +15.3% 489 $358K
626 Financial, LLC 0.22% Add +2.3% 488 $358K
High Note Wealth, LLC 0.12% Add +0.6% 486 $356K
Martin Capital Partners, LLC 0.14% No change 485 $355K
J. L. Bainbridge & Co., Inc. 0.04% Reduce -2.8% 484 $355K
Heritage Investment Group, Inc. 0.05% Add +6.2% 483 $354K
Verum Partners LLC 0.13% Add +2.5% 483 $354K
Austin Private Wealth, LLC 0.04% Reduce -0.6% 501 $353K
REAP Financial Group, LLC 0.10% Reduce -2.0% 481 $352K
Johnson Bixby & Associates, LLC 0.06% Reduce -6.6% 481 $352K
Spectrum Wealth Advisory Group, LLC 0.40% Add +0.4% 478 $351K
Hoey Investments, Inc. 0.08% Reduce -2.6% 478 $350K
Hamilton Capital, LLC 0.03% Reduce -2.3% 478 $350K
Steele Capital Management, Inc. 0.02% No change 477 $350K
Alpine Global Management, LLC 0.08% New 477 $349K
USAdvisors Wealth Management, LLC 0.13% Add +4.2% 477 $349K
Foster Victor Wealth Advisors, LLC 0.03% No change 476 $349K
Kingdom Financial Group LLC. 0.24% New 475 $348K
BNP Paribas 0.02% — 475 $348K
Birchcreek Wealth Management, LLC 0.18% Add +15.7% 473 $346K
Jeppson Wealth Management, LLC 0.13% Reduce -6.9% 472 $346K
Sharkey, Howes & Javer 0.06% Add +0.6% 471 $345K
Strategic Advocates LLC 0.13% Reduce -2.5% 471 $345K
Vicus Capital 0.03% Add +42.7% 471 $345K
West Wealth Group, LLC 0.13% Add +2.6% 467 $342K
First Financial Bank - Trust Division 0.03% Reduce -10.4% 465 $341K
Trust Co 0.04% Reduce -2.9% 464 $340K
Cottonwood Capital Advisors, LLC 0.27% Reduce -2.1% 472 $339K
Opal Wealth Advisors, LLC 0.11% Reduce -15.4% 462 $338K
Founders Capital Management 0.23% No change 460 $337K
Summit Wealth & Retirement Planning, Inc. 0.12% Reduce -17.0% 460 $337K
Intellectus Partners, LLC 0.09% Add +0.7% 460 $337K
Soundmark Wealth Management, LLC 0.15% Reduce -29.0% 460 $337K
Hutchens & Kramer Investment Management Group, LLC 0.20% Add +5.2% 467 $337K
Cascade Wealth Advisors, Inc 0.29% — 460 $336K
Bourgeon Capital Management LLC 0.07% Add +0.7% 459 $336K
Etfidea, LLC 0.11% No change 459 $336K
Westshore Wealth, LLC 0.14% Add +7.0% 458 $336K
Hall Laurie J Trustee 0.12% Reduce -2.1% 458 $335K
Harbor Group, Inc. 0.09% Add +5.1% 457 $335K
Burford Brothers, Inc. 0.22% Add +3.9% 457 $335K
Cambridge Financial Group, LLC 0.16% No change 456 $335K
Townsend & Associates, Inc 0.04% Reduce -17.6% 463 $334K
MADDEN SECURITIES Corp 0.15% Reduce -9.7% 454 $332K
Lincoln Capital Corp. 0.15% Reduce -1.7% 453 $332K
RS Crum Inc. 0.09% Reduce -14.1% 452 $331K
Alliance Wealth Advisors, LLC 0.21% No change 451 $330K
Summit X, LLC 0.08% No change 448 $329K
Saiph Capital, LLC 0.15% New 449 $329K
Pathway Financial Advisers, LLC 0.12% Reduce -8.6% 448 $329K
Parkside Investments, LLC 0.05% Reduce -84.2% 448 $328K
RBA Wealth Management, LLC 0.13% Reduce -0.2% 448 $328K
Birchbrook, Inc. 0.19% No change 447 $327K
Secure Asset Management, LLC 0.08% Add +12.6% 447 $327K
Ibex Wealth Advisors 0.09% — 716 $327K
Pasadena Private Wealth, LLC 0.08% No change 445 $326K
Portland Global Advisors LLC 0.04% No change 444 $325K
LVM Capital Management Ltd. 0.04% Reduce -1.3% 442 $324K
Reik & Co., LLC 0.08% No change 442 $324K
Cornerstone Capital, Inc. 0.03% No change 442 $324K
Clean Yield Group 0.13% Reduce -12.0% 441 $323K
Staley Capital Advisers Inc. 0.02% No change 441 $323K
PCG Wealth Advisors, LLC 0.15% No change 440 $322K
Mayfair Advisory Group, LLC 0.23% Add +14.6% 439 $322K
Security National Bank of So Dak 0.19% No change 439 $322K
HHM Wealth Advisors, LLC 0.05% No change 439 $322K
Viawealth, LLC 0.20% Add +0.2% 439 $321K
Seaside Wealth Management, Inc. 0.14% Reduce -2.7% 438 $321K
Warren Street Wealth Advisors, LLC 0.16% Add +2.6% 438 $321K
Accretive Wealth Partners, LLC 0.14% Add +4.1% 430 $320K
Paladin Advisory Group, LLC 0.25% No change 442 $319K
Howard Wealth Management, LLC 0.26% Add +5.6% 435 $319K
Stordahl Capital Management, Inc. 0.08% Reduce -0.9% 435 $319K
NCM Capital Management, LLC 0.18% Reduce -6.1% 433 $317K
New Republic Capital, LLC 0.20% Add +5.6% 432 $317K
Stonehearth Capital Management, LLC 0.14% No change 432 $316K
WNY Asset Management, LLC 0.05% Reduce -10.4% 430 $315K
HRC Wealth Management, LLC 0.23% Add +16.9% 430 $315K
Better Money Decisions, LLC 0.25% Reduce -8.7% 428 $314K
Guerra Pan Advisors, LLC 0.29% No change 427 $313K
C M Bidwell & Associates Ltd. 0.21% Reduce -0.9% 427 $313K
Sabal Trust CO 0.02% Reduce -45.5% 427 $313K
Willner & Heller, LLC 0.31% Reduce -5.5% 427 $313K
Edge Financial Advisors LLC 0.28% — 427 $313K
Northeast Financial Group, Inc. 0.14% Reduce -65.9% 426 $312K
PrairieView Partners, LLC 0.04% Add +0.7% 425 $312K
Moulton Wealth Management, Inc. 0.33% Add +0.2% 426 $312K
Meixler Investment Management, Ltd. 0.23% Add +3.1% 426 $312K
Acorn Creek Capital LLC 0.20% Add +1.2% 425 $312K
Fonville Wealth Management LLC 0.14% No change 425 $311K
Nicollet Investment Management, Inc. 0.11% No change 425 $311K
Yeomans Consulting Group, Inc. 0.14% Add +6.0% 424 $311K
Facet Wealth, Inc. 0.01% Add +39.0% 410 $310K
Harmony Asset Management LLC 0.13% Reduce -10.6% 423 $310K
Kapitalo Investimentos Ltda 0.07% New 423 $310K
F/m Investments LLC 0.21% Add +1.9% 422 $309K
Denver Wealth Management, Inc. 0.16% Reduce -30.8% 422 $309K
Riggs Asset Managment Co. Inc. 0.09% Add +1.9% 421 $308K
Campbell & CO Investment Adviser LLC 0.03% New 421 $308K
Narus Financial Partners, LLC 0.13% Add +6.3% 421 $308K
Seascape Capital Management 0.11% No change 421 $308K
Covenant Partners, LLC 0.09% No change 420 $308K
Algert Global LLC 0.01% Add +5.0% 420 $308K
Northwest Bancshares, Inc. 0.05% New 419 $307K
One Wealth Map LLC 0.20% No change 428 $306K
Clay Northam Wealth Management, LLC 0.25% Reduce -2.8% 417 $306K
Pursue Wealth Partners LLC 0.18% No change 417 $306K
Williams & Novak, LLC 0.35% No change 461 $304K
Motive Wealth Advisors 0.18% New 414 $303K
Security Financial Services, INC. 0.07% Add +10.4% 414 $303K
Mason Investment Advisory Services, Inc. 0.02% No change 414 $303K
One Plus One Wealth Management, LLC 0.17% No change 413 $303K
New Century Financial Group, LLC 0.21% Add +10.2% 412 $302K
Delta Investment Management, LLC 0.07% Add +6.7% 412 $302K
Paradigm, Strategies in Wealth Management, LLC 0.18% No change 409 $300K
Schrum Private Wealth Management LLC 0.27% New 409 $300K
Guidance Point Advisors, LLC 0.10% New 407 $299K
Long Road Investment Counsel, LLC 0.13% No change 408 $299K
Summit Financial Group, Inc. 0.11% No change 408 $299K
Acute Investment Advisory, LLC 0.20% Reduce -21.0% 407 $298K
Per Stirling Capital Management, LLC. 0.05% Reduce -4.9% 406 $297K
Peterson Wealth Advisors, LLC 0.06% Reduce -33.3% 406 $297K
Signature Resources Capital Management, LLC 0.28% No change 450 $297K
Biechele Royce Advisors 0.10% Reduce -14.6% 405 $297K
Gilbert & Cook, Inc. 0.04% Reduce -35.3% 405 $297K
LifePlan Investment Advisors, Inc. 0.24% New 404 $296K
WMG Financial Advisors, LLC 0.17% Add +14.2% 403 $295K
Shelton Wealth Management, LLC 0.19% Reduce -18.6% 402 $295K
Morris Financial Concepts, Inc. 0.15% Reduce -1.7% 401 $294K
Twin Peaks Wealth Advisors, LLC 0.16% Add +2.8% 401 $294K
HMS Capital Management, LLC 0.16% No change 401 $294K
Summit Financial Wealth Advisors, LLC 0.06% Add +16.6% 401 $294K
Nixon Peabody Trust Co. 0.03% New 401 $294K
Quantum Private Wealth, LLC 0.11% No change 401 $294K
Lockerman Financial Group, Inc. 0.56% No change 400 $293K
Page Arthur B 0.30% No change 400 $293K
Hapanowicz & Associates Financial Services, Inc 0.17% No change 400 $293K
Driehaus Capital Management LLC 0.00% New 400 $293K
Firethorn Wealth Partners, LLC 0.17% Add +4.4% 400 $293K
Ferguson Shapiro LLC 0.13% Add +1.3% 399 $292K
Aspen Investment Management Inc 0.15% Add +4.7% 398 $292K
University of Texas/Texas Am Investment Management Co. 0.08% Reduce -18.4% 442 $292K
4J Wealth Management LLC 0.25% Reduce -2.5% 398 $292K
Abel Hall, LLC 0.22% Add +4.2% 398 $291K
Northwest Wealth Management, LLC 0.08% Add +3.9% 398 $291K
Meridian Wealth Partners, LLC 0.05% Add +3.1% 397 $291K
Planning Directions Inc. 0.20% Add +2.1% 396 $290K
Burr Financial Services, LLC 0.23% No change 376 $290K
Reston Wealth Management LLC 0.12% Add +1.8% 396 $290K
Heritage Wealth Partners, LLC 0.59% No change 439 $290K
Pennsylvania Capital Management Inc. 0.12% Reduce -12.2% 395 $289K
Titleist Asset Management, LLC 0.05% Reduce -77.4% 395 $289K
HighMark Wealth Management LLC 0.18% Add +0.5% 384 $288K
Rockbridge Investment Management, LCC 0.04% No change 393 $288K
17 Capital Partners, LLC 0.21% Add +1.6% 393 $288K
KLR Investment Advisors, LLC 0.21% No change 402 $288K
Syntax Research, Inc. 0.22% No change 392 $287K
Successful Portfolios LLC 0.20% Reduce -17.5% 392 $287K
Braun-Bostich & Associates Inc. 0.24% Reduce -6.2% 391 $286K
Reliant Investment Management, LLC 0.13% No change 391 $286K
Meridian Financial Partners LLC 0.37% Reduce -1.2% 400 $286K
Libra Wealth LLC 0.13% No change 390 $286K
Montis Financial, LLC 0.14% Add +13.1% 389 $285K
HBW Advisory Services LLC 0.05% No change 432 $285K
GoalFusion Wealth Management, LLC 0.18% No change 388 $284K
Armor Investment Advisors, LLC 0.14% No change 388 $284K
MPS Loria Financial Planners, LLC 0.10% No change 388 $284K
Valtinson Bruner Financial Planning LLC 0.12% Reduce -3.5% 388 $284K
Three Seasons Wealth, LLC 0.20% No change 399 $284K
Thrive Capital Management, LLC 0.15% Reduce -36.4% 387 $283K
Halpern Financial, Inc. 0.08% No change 401 $283K
Summit Financial Strategies, Inc. 0.04% Reduce -4.7% 384 $281K
Lathrop Investment Management Co. 0.05% No change 384 $281K
Signature Estate & Investment Advisors LLC 0.01% Reduce -18.2% 383 $280K
Archvest Wealth Advisors, Inc. 0.20% No change 388 $280K
GSG Advisors LLC 0.10% Reduce -2.9% 396 $279K
Eldridge Investment Advisors, Inc. 0.07% No change 380 $279K
Capco Asset Management, LLC 0.07% No change 380 $278K
Martel Wealth Advisors LLC 0.06% Reduce -14.4% 380 $278K
Interchange Capital Partners, LLC 0.19% Reduce -2.6% 380 $278K
Vima LLC 0.32% Add +6.3% 558 $277K
Detalus Advisors, LLC 0.10% Add +3.0% 378 $277K
Tacita Capital Inc 0.19% Reduce -8.0% 378 $277K
Rakuten Securities, Inc. 0.12% Add +8.6% 378 $277K
Capital City Trust Co. 0.08% Reduce -1.8% 378 $277K
Greenspring Advisors, LLC 0.07% No change 377 $276K
Rodgers Brothers Inc. 0.04% Reduce -1.3% 377 $276K
Brogan Financial, Inc. 0.18% No change 376 $276K
CGC Financial Services, LLC 0.14% Add +3.0% 376 $275K
Astoria Strategic Wealth, Inc. 0.09% No change 374 $274K
New Covenant Trust Company, N.A. 0.27% — 373 $273K
Jackson Hole Capital Partners, LLC 0.06% No change 373 $273K
Isthmus Partners, LLC 0.03% Reduce -2.6% 370 $271K
Navis Wealth Advisors, LLC 0.32% No change 369 $271K
One Wealth Management Investment & Advisory Services, LLC 0.11% Reduce -15.4% 369 $270K
V-Square Quantitative Management LLC 0.04% No change 368 $270K
Retirement Income Solutions, Inc. 0.06% Reduce -3.9% 367 $269K
Cora Capital Advisors LLC 0.14% No change 366 $268K
Next Capital Management LLC 0.11% New 366 $268K
Ironsides Asset Advisors, LLC 0.09% Add +8.0% 366 $268K
Wells Trecaso Financial Group, LLC 0.09% Add +2.2% 366 $268K
Source Financial Advisors LLC 0.08% Add +1.7% 366 $268K
Integrity Wealth Solutions LLC 0.17% No change 366 $268K
N.E.W. Advisory Services LLC 0.03% Add +5.5% 364 $267K
Rather & Kittrell, Inc. 0.08% Add +9.3% 364 $267K
Elgethun Capital Management 0.07% No change 364 $266K
Beacon Financial Advisory LLC 0.13% Reduce -4.0% 363 $266K
HF Advisory Group, LLC 0.15% New 362 $265K
Koa Wealth Management, LLC 0.24% Add +11.4% 361 $264K
Financial Advisory Partners, LLC 0.10% No change 360 $264K
Wealth Advisory Solutions, LLC 0.07% New 359 $263K
Atlas Wealth Partners, LLC 1.42% Reduce -6.8% 340 $262K
Kure Advisory, LLC 0.22% Reduce -58.6% 357 $262K
TNF LLC 0.10% Add +9.1% 361 $261K
Schulz Wealth, LTD. 0.22% No change 356 $261K
GoalVest Advisory LLC 0.09% Add +15.2% 356 $261K
Lorne Steinberg Wealth Management Inc. 0.08% Add +6.0% 356 $261K
Silver Lake Advisory, LLC 0.06% New 356 $261K
E&G Advisors, LLC 0.08% Add +13.5% 354 $259K
Latitude Advisors, LLC 0.16% Reduce -14.7% 353 $259K
Foguth Wealth Management, LLC. 0.14% — 353 $259K
Charles Schwab Investment Advisory, Inc. 0.00% No change 352 $258K
Cascade Investment Advisors, Inc. 0.17% Add +3.2% 351 $257K
Midwest Financial Group LLC 0.17% New 351 $257K
Towercrest Capital Management 0.04% New 351 $257K
Shared Vision Wealth Group LLC 0.16% Reduce -8.6% 350 $256K
Perkins Capital Management Inc. 0.21% No change 350 $256K
Safeguard Financial, LLC 0.08% Add +10.8% 349 $256K
Montz Harcus Wealth Management LLC 0.17% Add +0.3% 349 $255K
Alliance Wealth Management Group 0.07% New 347 $254K
Dock Street Asset Management Inc. 0.04% Add +11.6% 346 $253K
Tucker Asset Management LLC 0.06% Add +40.6% 346 $253K
LifePro Asset Management 0.17% Reduce -77.8% 345 $253K
Almanack Investment Partners, LLC. 0.04% New 345 $253K
Towne Trust Company, N.A 0.09% Add +42.7% 344 $252K
First PREMIER Bank 0.07% Reduce -6.3% 345 $252K
SWP Financial LLC 0.18% Add +2.4% 343 $251K
Coston, McIsaac & Partners 0.08% No change 342 $251K
Retirement Group, LLC 0.09% Add +1.8% 343 $251K
Advance Capital Management, Inc. 0.02% Add +8.2% 342 $251K
Team Financial Group, LLC 0.17% Add +0.3% 342 $251K
Sensible Money, LLC 0.13% Reduce -30.8% 342 $250K
Sharp Wealth Advisory, LLC 0.23% No change 340 $249K
Beddow Capital Management Inc. 0.11% Add +4.6% 340 $249K
Atlas Private Wealth Management, LLC 0.10% Add +1.5% 339 $248K
Rain Capital Management, LLC 0.17% Add +3.0% 339 $248K
Financial Council, LLC 0.15% No change 337 $247K
Fullerton Fund Management Co Ltd. 0.01% New 336 $246K
Flaharty Asset Management, LLC 0.04% Reduce -23.7% 335 $246K
WestHill Financial Advisors, Inc. 0.06% New 335 $246K
Everpar Advisors LLC 0.15% Reduce -4.3% 335 $245K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.10% Add +8.1% 335 $245K
Lynch & Associates 0.06% No change 335 $245K
Precedent Wealth Partners, LLC 0.10% No change 333 $244K
Westend Capital Management, LLC 0.09% — 332 $243K
Allen Capital Group, LLC 0.04% New 330 $242K
Acorn Wealth Advisors, LLC 0.13% Add +1.9% 329 $241K
Creative Capital Management Investments LLC 0.12% No change 329 $241K
Riverstone Advisors, LLC 0.14% Add +5.1% 329 $241K
Rooted Wealth Advisors, Inc. 0.12% Add +0.6% 339 $241K
Penobscot Wealth Management 0.15% No change 328 $240K
Carson Advisory Inc. 0.17% Add +4.8% 327 $240K
Black Diamond Financial, LLC 0.06% No change 363 $240K
Cedar Mountain Advisors, LLC 0.06% No change 326 $239K
Beacon Financial Strategies CORP 0.17% Reduce -27.3% 325 $238K
Gold Investment Management Ltd. 0.10% Add +1.3% 325 $238K
Grand Jean Capital Management Inc. 0.06% New 325 $238K
Coerente Capital Management 0.04% Reduce -4.4% 325 $238K
Round Rock Advisors LLC 0.06% Add +6.6% 325 $238K
Savvy Advisors, Inc. 0.14% New 323 $237K
Capasso Planning Partners LLC 0.10% Reduce -0.6% 323 $237K
Smithbridge Asset Management Inc. 0.05% Reduce -9.5% 323 $237K
BluePointe Capital Management, LLC 0.16% Reduce -3.9% 322 $236K
Blankinship & Foster, LLC 0.06% Reduce -21.4% 320 $234K
SP Asset Management LLC 0.02% No change 318 $233K
Single Point Partners, LLC 0.05% New 315 $231K
HughesLittle Investment Management Ltd. 0.05% Reduce -53.3% 315 $231K
McCarthy Asset Management, Inc. 0.14% No change 315 $231K
Alexander Labrunerie & Co., Inc. 0.13% — 315 $231K
FSB Premier Wealth Management, Inc. 0.11% Reduce -0.3% 314 $230K
Tennessee Valley Asset Management Partners 0.06% No change 313 $229K
AlphaCentric Advisors LLC 0.14% Reduce -6.6% 313 $229K
Seven Post Investment Office LP 0.06% No change 313 $229K
Fairfield, Bush & Co. 0.14% Reduce -3.1% 312 $229K
Villere St Denis J & Co. LLC 0.02% Reduce -6.0% 312 $229K
Semus Wealth Partners LLC 0.19% Reduce -19.2% 311 $228K
Alpha Omega Group, Inc. 0.32% Add +1.3% 311 $228K
Center for Financial Planning, Inc. 0.03% Reduce -7.4% 311 $228K
Emerald Mutual Fund Advisers Trust 0.01% Reduce -3.4% 311 $228K
Warther Private Wealth, LLC 0.10% New 310 $227K
Hourglass Capital, LLC 0.07% New 310 $227K
Lesa Sroufe & Co 0.22% New 310 $227K
Ameraudi Asset Management, Inc. 0.11% No change 309 $226K
Wealthstar Advisors, LLC 0.08% Reduce -4.6% 309 $226K
Private Capital Management, LLC 0.03% Reduce -16.1% 308 $226K
MBA Advisors LLC 0.12% Reduce -11.5% 307 $225K
Waterway Wealth Management, LLC 0.10% New 306 $224K
J.Safra Asset Management Corp 0.03% No change 306 $224K
MGB Wealth Management, LLC 0.09% No change 305 $223K
Syverson Strege & Co 0.08% New 303 $222K
Capital Investment Services of America, Inc. 0.02% Reduce -24.9% 302 $221K
Natixis Investment Managers International 0.02% No change 302 $221K
Paragon Capital Management Ltd 0.04% Reduce -27.6% 301 $221K
Sage Investment Advisers LLC 0.25% Reduce -14.3% 300 $220K
East Coast Asset Management, LLC. 0.08% New 300 $220K
Grace & White Inc. 0.04% Reduce -25.0% 300 $220K
First American Bank 0.02% New 300 $220K
Tobias Financial Advisors, Inc. 0.05% New 299 $219K
Bowman & Co S.C. 0.13% New 299 $219K
Klein Pavlis & Peasley Financial, Inc. 0.20% New 299 $219K
Sustainable Insight Capital Management, LLC 0.16% New 299 $219K
Koesten, Hirschmann & Crabtree, INC. 0.14% Add +23.1% 299 $219K
Blue Bell Private Wealth Management, LLC 0.05% Add +2.4% 298 $218K
Advocate Group LLC 0.04% Reduce -7.5% 298 $218K
JNBA Financial Advisors 0.02% Reduce -13.4% 298 $218K
BlueChip Wealth Advisors LLC 0.14% Reduce -62.6% 297 $218K
Blue Square Asset Management, LLC 0.15% New 297 $218K
Creekmur Asset Management LLC 0.07% Add +29.1% 297 $217K
LRI Investments, LLC 0.05% — 296 $217K
Farmers Trust Co. 0.04% New 295 $216K
Mosley Wealth Management 0.20% New 294 $215K
OxenFree Capital LLC 0.20% Reduce -8.1% 294 $215K
Raleigh Capital Management Inc. 0.09% Add +160.2% 294 $215K
Summitry LLC 0.01% Reduce -5.5% 294 $215K
Providence Capital Advisors, LLC 0.05% Reduce -25.4% 293 $215K
St. Louis Trust Co 0.03% New 293 $215K
FWG Holdings, LLC 0.11% New 275 $214K
Pacific Wealth Strategies Group, Inc. 0.18% New 292 $214K
Fox Run Management, L.L.C. 0.05% New 292 $214K
Tidemark, LLC 0.12% Add +19.8% 291 $213K
Pflug Koory, LLC 0.02% No change 291 $213K
Trilogy Capital Inc. 0.01% New 290 $213K
Granite Harbor Advisors, Inc. 0.14% New 290 $212K
Kades & Cheifetz LLC 0.14% New 290 $212K
Boston Research & Management Inc. 0.05% New 290 $212K
Sterling Financial Group, Inc. 0.10% New 289 $212K
Spectrum Investment Advisors, Inc. 0.16% New 288 $211K
Glass Jacobson Investment Advisors llc 0.08% No change 288 $211K
Allied Investment Advisors, LLC 0.05% New 287 $210K
Opes Wealth Management LLC 0.05% New 287 $210K
Peak Planning Group, LLC 0.13% New 287 $210K
Well Done, LLC 0.04% New 286 $210K
Adero Partners, LLC 0.02% Reduce -37.4% 286 $209K
Hurlow Wealth Management Group, Inc. 0.07% New 283 $207K
Gables Capital Management Inc. 0.11% Add +9.7% 282 $207K
Walker Financial Services, Inc. 0.17% New 282 $207K
Marshall Financial Group, LLC 0.06% New 281 $206K
Operose Advisors LLC 0.07% Reduce -8.2% 281 $206K
Paradigm Asset Management Co. LLC 0.05% No change 281 $206K
Warwick Investment Management, Inc. 0.05% New 281 $206K
Vawter Financial, Ltd. 0.15% New 278 $204K
New Insight Wealth Advisors 0.13% New 277 $203K
Financial Avengers, Inc. 0.11% Add +8.5% 282 $203K
D L Carlson Investment Group Inc. 0.04% No change 277 $203K
Regimen Wealth, LLC 0.07% New 277 $203K
S&T Bank 0.04% New 275 $202K
Horizon Wealth Management, LLC 0.05% New 276 $202K
MBE Wealth Management, LLC 0.12% New 275 $202K
Keynote Financial Services LLC 0.17% — 275 $201K
Cooper/Haims Advisors, LLC 0.12% New 275 $201K
Cassady Schiller Wealth Management, LLC 0.09% Add +2.2% 275 $201K
Compass Capital Management, Inc. 0.01% Reduce -19.8% 275 $201K
Transcendent Capital Group LLC 0.12% Add +72.3% 274 $201K
Authentikos Wealth Advisory, LLC 0.20% New 273 $200K
C2C Wealth Management, LLC 0.20% Reduce -77.7% 273 $200K
Hollow Brook Wealth Management LLC 0.07% New 273 $200K
IAG Wealth Partners, LLC 0.04% Add +4.6% 273 $200K
ORG Partners LLC 0.38% Reduce -88.0% 275 $199K
Mendota Financial Group, LLC 0.12% Reduce -34.3% 270 $198K
PFS Partners, LLC 0.13% Add +0.4% 268 $196K
Provenance Wealth Advisors, LLC 0.03% No change 267 $196K
Arvest Investments, Inc. 0.03% No change 265 $194K
Arax Advisory Partners 0.02% Add +0.4% 264 $193K
Versant Capital Management, Inc 0.05% Add +9.7% 260 $190K
PFG Private Wealth Management, LLC 0.12% Reduce -1.5% 256 $188K
Gould Capital, LLC 0.13% Add +4.2% 250 $183K
Kelly Financial Services LLC 0.07% Add +2.5% 247 $181K
Studio Investment Management LLC 0.04% No change 244 $179K
Stephens Consulting, LLC 0.05% No change 235 $172K
Stone House Investment Management, LLC 0.04% New 234 $172K
Tanglewood Legacy Advisors, LLC 0.08% No change 229 $168K
Disciplina Capital Management LLC 0.03% Add +0.4% 226 $165K
Ravenstone Capital Management Inc. 0.11% No change 216 $158K
Institutional & Family Asset Management, LLC 0.03% Reduce -0.9% 214 $157K
Nkcfo LLC 0.09% Reduce -37.3% 210 $154K
WR Wealth Planners, LLC 0.05% Reduce -34.1% 209 $153K
Dunhill Financial, LLC 0.11% Add +3.5% 208 $153K
Global Financial Private Client, LLC 0.07% No change 211 $152K
POM Investment Strategies, LLC 0.12% No change 206 $151K
GW&K Investment Management, LLC 0.00% Reduce -1.5% 203 $149K
Carolina Wealth Advisors, LLC 0.08% No change 201 $147K
Ogorek Anthony Joseph /NY/ 0.05% No change 201 $147K
Fairman Group, LLC 0.14% Reduce -44.4% 200 $147K
Spotlight Asset Group, Inc. 0.10% No change 200 $147K
Palouse Capital Management, Inc. 0.10% New 200 $147K
Dakota Community Bank & Trust NA 0.77% Reduce -8.9% 195 $143K
Family CFO Inc 0.09% No change 190 $139K
Mine & Arao Wealth Creation & Management, LLC. 0.07% Add +1.6% 185 $135K
TruNorth Capital Management, LLC 0.05% — 184 $135K
EnRich Financial Partners LLC 0.05% New 182 $133K
Essex Investment Management Co. LLC 0.03% No change 180 $132K
Belvedere Trading LLC 0.01% New 180 $132K
Belmont Capital, LLC 0.04% Add +2.3% 178 $130K
Fernwood Investment Management, LLC 0.04% New 177 $130K
Westpac Banking Corp. 0.01% New 176 $129K
Wunderlich Capital Managemnt 0.06% Reduce -50.0% 175 $128K
Core Alternative Capital 0.02% Reduce -50.9% 174 $127K
JDM Financial Group LLC 0.09% No change 173 $127K
Voisard Asset Management Group, Inc. 0.07% Reduce -1.7% 170 $125K
Private Wealth Management Group, LLC 0.06% Add +17.5% 168 $123K
Valued Wealth Advisors LLC 0.09% Add +124.3% 166 $122K
Tobam 0.01% Reduce -56.4% 165 $121K
Adalta Capital Management LLC 0.06% No change 160 $117K
Pension & Wealth Management Advisors, Inc. 0.08% Add +3.3% 158 $117K
Activest Wealth Management 0.06% Add +1.3% 157 $115K
Jackson, Grant Investment Advisers, Inc. 0.05% No change 157 $115K
LGT Financial Advisors LLC 0.13% No change 150 $110K
JCIC Asset Management Inc. 0.05% No change 150 $110K
Ramirez Asset Management, Inc. 0.02% No change 150 $110K
Wiser Advisor Group LLC 0.17% Add +1.4% 148 $109K
AlphaMark Advisors, LLC 0.04% No change 147 $108K
Cedar Wealth Management, LLC 0.04% Add +2.8% 146 $107K
Financial Gravity Asset Management, Inc. 0.03% Reduce -93.1% 161 $107K
SOA Wealth Advisors, LLC. 0.02% Add +0.7% 145 $106K
Planning Capital Management Corp 0.08% Reduce -42.0% 145 $106K
CBIZ Investment Advisory Services, LLC 0.01% New 143 $105K
Addison Advisors LLC 0.03% Add +7.8% 138 $101K
Cutler Group LLC / CA 0.05% New 138 $101K
Headlands Technologies LLC 0.02% Reduce -92.3% 137 $100K
Bell Investment Advisors, Inc 0.02% Add +7.9% 136 $100K
Atlantic Edge Private Wealth Management, LLC 0.03% No change 135 $99K
Bruce G. Allen Investments, LLC 0.08% Reduce -12.3% 135 $99K
Annapolis Financial Services, LLC 0.03% Add +2.3% 135 $99K
Cape Investment Advisory, Inc. 0.05% Reduce -6.9% 134 $98K
New England Capital Financial Advisors LLC 0.05% Add +2.4% 129 $95K
PSI Advisors, LLC 0.03% Add +17.4% 128 $94K
Richardson Capital Management LLC 0.08% Add +370.4% 127 $93K
Moisand Fitzgerald Tamayo, LLC 0.01% Reduce -3.1% 124 $91K
Register Financial Advisors LLC 0.05% New 121 $89K
Acima Private Wealth, LLC 0.03% Reduce -21.4% 121 $89K
Pingora Partners LLC 0.06% New 120 $88K
Cornerstone Planning Group LLC 0.03% Reduce -13.3% 117 $86K
VitalStone Financial, LLC 0.07% Add +0.0% 118 $86K
Covestor Ltd 0.05% Reduce -5.0% 115 $84K
Your Advocates Ltd., LLP 0.04% No change 114 $84K
Aspire Private Capital, LLC 0.02% Add +175.6% 113 $83K
Country Trust Bank 0.00% Add +69.7% 112 $82K
Compagnie Lombard Odier SCmA 0.00% No change 110 $81K
Steph & Co. 0.03% Add +105.8% 107 $78K
Mma Asset Management LLC 0.04% New 104 $76K
Cranbrook Wealth Management, LLC 0.02% Add +1.0% 103 $75K
DHJJ Financial Advisors, Ltd. 0.03% No change 100 $73K
Proffitt & Goodson Inc. 0.01% Reduce -35.1% 100 $73K
Pin Oak Investment Advisors Inc. 0.07% No change 100 $73K
Cherry Tree Wealth Management, LLC 0.02% Add +4.2% 100 $73K
Global Wealth Strategies & Associates 0.03% Reduce -11.2% 95 $70K
Centiva Capital, LP 0.00% Add +46.9% 94 $69K
TFO Wealth Partners, LLC 0.01% Reduce -1.1% 94 $69K
Piscataqua Savings Bank 0.06% Reduce -2.1% 93 $68K
Avion Wealth 0.02% Add +19.4% 86 $64K
Paloma Partners Management Co 0.01% New 87 $64K
Clear Point Advisors Inc. 0.05% Add +6.1% 87 $64K
Kiely Wealth Advisory Group, Inc. 0.04% No change 87 $63K
State of Wyoming 0.01% Reduce -2.3% 85 $62K
Breakwater Investment Management 0.03% — 81 $59K
Lowe Wealth Advisors, LLC 0.03% Reduce -25.7% 81 $59K
Avondale Wealth Management 0.04% No change 78 $57K
Iron Horse Wealth Management, LLC 0.02% No change 72 $53K
Strengthening Families & Communities, LLC 0.03% No change 59 $44K
True Wealth Design, LLC 0.01% Add +7.1% 60 $44K
Slocum, Gordon & Co LLP 0.03% No change 58 $42K
DSM Capital Partners LLC 0.00% No change 55 $40K
Financial Freedom, LLC 0.02% No change 50 $37K
Aspect Partners, LLC 0.03% No change 47 $34K
Raffa Wealth Management, LLC 0.01% Reduce -11.5% 46 $34K
Morton Brown Family Wealth, LLC 0.01% No change 45 $33K
Heck Capital Advisors, LLC 0.01% No change 45 $33K
Semmax Financial Advisors Inc. 0.01% Reduce -4.5% 42 $33K
Redmont Wealth Advisors LLC 0.04% New 43 $32K
Rogco, LP 0.01% Add +28.1% 41 $30K
West Financial Advisors, LLC 0.01% No change 41 $30K
Wetzel Investment Advisors, Inc. 0.02% Reduce -6.7% 42 $30K
SRH Advisors, LLC 0.01% No change 40 $29K
Frank, Rimerman Advisors LLC 0.01% No change 40 $29K
Abich Financial Wealth Management LLC 0.02% Add +27.6% 37 $27K
Core Wealth Advisors, Inc. 0.01% No change 36 $26K
Brown Shipley& Co Ltd 0.01% No change 35 $26K
Ruedi Wealth Management, Inc. 0.01% No change 34 $25K
Frazier Financial Advisors, LLC 0.02% Add +50.0% 33 $24K
Evergreen Private Wealth LLC 0.01% No change 32 $23K
Keener Financial Planning LLC 0.02% Add +181.8% 31 $23K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 31 $23K
Altshuler Shaham Ltd 0.00% Reduce -74.4% 31 $23K
Lam Group, Inc. 0.02% No change 30 $22K
Barrett & Company, Inc. 0.01% Reduce -25.0% 30 $22K
Evolution Advisers, Inc. 0.01% No change 28 $21K
Ransom Advisory, Ltd 0.01% — 28 $21K
DiNuzzo Private Wealth, Inc. 0.00% No change 27 $20K
Horizon Financial Services, LLC 0.01% New 25 $18K
Grayhawk Investment Strategies Inc. 0.02% No change 24 $18K
Stonehage Fleming Financial Services Holdings Ltd 0.00% New 35 $17K
Financial Synergies Wealth Advisors, Inc. 0.00% Add +360.0% 23 $17K
Partnership Wealth Management, LLC 0.01% No change 23 $17K
AlphaQuest LLC 0.00% New 22 $16K
Fairway Wealth LLC 0.01% No change 20 $15K
RE Dickinson Investment Advisors, LLC 0.01% No change 21 $15K
Delos Wealth Advisors, LLC 0.02% Reduce -23.1% 20 $15K
Access Investment Management LLC 0.00% No change 20 $15K
McClarren Financial Advisors, Inc. 0.01% Add +5.6% 19 $14K
Balefire, LLC 0.01% New 19 $14K
Macroview Investment Management LLC 0.01% New 17 $12K
Naples Money Management LLC 0.01% No change 17 $12K
Christopher J. Hasenberg, Inc 0.01% New 17 $12K
Kathleen S. Wright Associates Inc. 0.01% No change 15 $11K
Quarry LP 0.00% Reduce -72.0% 14 $10K
PayPay Securities Corp 0.48% Reduce -59.4% 13 $10K
IFS Advisors, LLC 0.01% New 13 $10K
Longfellow Investment Management Co. LLC 0.00% No change 13 $10K
BBJS Financial Advisors, LLC 0.00% No change 12 $9K
Morgan Dempsey Capital Management LLC 0.00% No change 11 $8K
Hoese & Co LLP 0.01% Reduce -47.4% 10 $7K
Lummis Asset Management, LP 0.01% No change 10 $7K
Financial Connections Group, Inc. 0.01% New 7 $6K
Chesapeake Asset Management LLC 0.01% Reduce -85.1% 7 $5K
Alaska Permanent Fund Corp 0.00% New 7 $5K
TD Capital Management LLC 0.00% No change 6 $5K
Knights of Columbus Asset Advisors LLC 0.00% No change 5 $4K
FPC Investment Advisory, Inc. 0.00% — 5 $4K
Perritt Capital Management Inc 0.00% No change 4 $3K
Sanctuary Wealth Management, L.L.C. 0.00% No change 4 $3K
WestEnd Advisors, LLC 0.00% Reduce -42.9% 4 $3K
Broadwater Capital Management LLC 0.00% No change 3 $2K
Horrell Capital Management, Inc. 0.00% No change 3 $2K
PEAK6 Investments LLC 0.00% Reduce -33.3% 2 $1K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $733

"% of holder's portfolio" is COST's weight in each manager's 13F, not the share of Costco Wholesale Corp. the manager owns.