Costco WholesaleCOST

13F holders, Q2 2024 (June 30)
3,523holders +108
186new positions
87sold out
12famous investors
$848.01avg. 13F price*

At the end of Q2 2024, 3,523 institutions reported holding Costco Wholesale Corp. (COST) in their 13F filings, up 108 from Q1 2024. 186 opened new positions and 87 sold out. The largest holders were Vanguard Group Inc. ($35.2B), BlackRock Inc. ($28.2B) and State Street Corp. ($15.8B). 12 famous investors held it, including Ray Dalio (2.0% of Bridgewater Associates's portfolio), Ken Fisher (1.1% of Fisher Asset Management's portfolio) and Chris Bloomstran (0.7% 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 → Q2 2024

InstitutionsTotal Value
New Positions186$607.8M
Exits87$836.5M

All 13F filers, Q1 2024 → Q2 2024: 11,320,838 shares bought and 10,312,054 shares sold, net +1,008,784 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,523 holders

Vanguard Group Inc. 0.68% Add +1.3% 41,373,546 $35.2B
BlackRock Inc. 0.64% Add +2.6% 33,186,596 $28.2B
State Street Corp. 0.69% Add +0.6% 18,628,087 $15.8B
Morgan Stanley 0.62% Add +1.4% 9,440,096 $8.0B
Geode Capital Management, LLC 0.69% Add +2.6% 9,324,866 $7.9B
FMR LLC 0.49% Reduce -3.1% 8,983,642 $7.6B
Bank of America Corp. 0.59% Reduce -4.0% 7,249,275 $6.2B
Norges Bank 0.67% Add +2.3% 5,313,432 $4.5B
Northern Trust Corp. 0.69% Reduce -0.4% 4,823,710 $4.1B
Bank of New York Mellon Corp 0.78% Reduce -8.8% 4,814,861 $4.1B
Alliancebernstein L.P. 1.28% Add +2.1% 4,316,344 $3.7B
Royal Bank of Canada 0.82% Reduce -3.1% 4,009,734 $3.4B
Capital World Investors 0.54% Add +2.4% 3,915,364 $3.3B
JPMorgan Chase & Co. 0.28% Reduce -11.6% 3,755,960 $3.2B
Nuveen Asset Management, LLC 0.91% Reduce -1.5% 3,663,870 $3.1B
Wells Fargo & Company 0.73% Add +1.2% 3,301,804 $2.8B
Jennison Associates LLC 1.78% Add +0.8% 3,273,683 $2.8B
Goldman Sachs Group Inc. 0.52% Add +1.7% 3,103,570 $2.6B
Invesco Ltd. 0.55% Add +10.3% 3,072,879 $2.6B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.73% Add +22.6% 3,004,504 $2.6B
Fisher Asset Management 1.09% Add +3.3% 2,955,901 $2.5B
Legal & General Group Plc 0.68% Reduce -2.6% 2,825,149 $2.4B
Charles Schwab Investment Management Inc. 0.45% Add +2.8% 2,776,181 $2.4B
UBS Group AG 0.67% Reduce -4.1% 2,562,473 $2.2B
Amundi 0.75% Add +37.8% 2,255,688 $1.9B
Bank of Montreal 0.47% Reduce -1.0% 1,824,275 $1.6B
T. Rowe Price Associates Inc. 0.17% Add +0.7% 1,699,539 $1.4B
Ameriprise Financial Inc. 0.36% Reduce -0.0% 1,573,934 $1.3B
Dimensional Fund Advisors LP 0.34% Add +28.3% 1,538,078 $1.3B
Corient Private Wealth LP 2.11% Reduce -0.7% 1,424,250 $1.2B
American Century Companies Inc. 0.73% Add +2.2% 1,394,060 $1.2B
Barclays PLC 0.53% Reduce -16.2% 1,360,925 $1.2B
Principal Financial Group Inc. 0.67% Reduce -1.4% 1,334,364 $1.1B
Swiss National Bank 0.77% Reduce -1.2% 1,313,100 $1.1B
California Public Employees Retirement System 0.80% Reduce -28.0% 1,278,908 $1.1B
TD Asset Management Inc 0.98% Reduce -2.9% 1,236,202 $1.1B
HSBC Holdings PLC 0.63% Add +5.5% 1,153,229 $980.7M
Deutsche Bank AG 0.43% Reduce -17.9% 1,114,565 $947.4M
Wellington Management Group LLP 0.16% Reduce -43.9% 1,034,245 $879.1M
Sumitomo Mitsui Trust Group, Inc. 0.65% Reduce -10.7% 1,033,688 $878.6M
Neuberger Berman Group LLC 0.71% Add +1.6% 1,012,517 $860.6M
Franklin Resources Inc. 0.26% Reduce -17.3% 1,001,785 $851.5M
Rhumbline Advisers 0.74% Add +0.7% 920,921 $782.8M
BNP Paribas Financial Markets 0.84% Add +58.1% 897,934 $763.2M
Raymond James & Associates 0.50% Add +3.1% 895,533 $761.2M
Canada Pension Plan Investment Board 0.72% Reduce -24.6% 866,308 $736.4M
Everett Harris & Co. 9.36% Reduce -1.2% 858,957 $730.1M
Provident Trust Co. 13.26% Reduce -0.4% 840,485 $714.4M
Assenagon Asset Management S.A. 1.77% Add +287.3% 836,247 $710.8M
Bessemer Group Inc. 1.17% Reduce -0.7% 783,297 $665.8M
Stifel Financial Corp. 0.73% Reduce -2.7% 763,346 $649.0M
Parnassus Investments, LLC 1.41% Reduce -0.8% 763,136 $648.7M
LPL Financial LLC 0.32% Add +8.7% 761,437 $647.2M
Brown Advisory Inc. 0.82% Reduce -8.8% 734,375 $624.2M
California State Teachers Retirement System 0.76% Add +0.1% 726,012 $617.1M
National Pension Service 0.69% Add +3.3% 704,043 $598.4M
Alphinity Investment Management Pty Ltd 4.40% Add +12.7% 703,678 $598.1M
Robeco Institutional Asset Management B.V. 1.26% Reduce -15.9% 691,694 $587.9M
APG Asset Management N.V. 1.03% Add +10.3% 726,332 $576.0M
Envestnet Asset Management Inc. 0.20% Reduce -3.4% 666,013 $566.1M
Schroder Investment Management Group 0.63% Add +12.1% 664,695 $565.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.67% Add +10.8% 649,737 $552.3M
Citigroup Inc. 0.53% Add +41.6% 645,214 $548.4M
New York State Common Retirement Fund 0.71% Reduce -1.7% 639,329 $543.4M
Emerald Advisors, LLC 81.63% Add +4.8% 632,463 $537.6M
Baird Financial Group, Inc. 1.10% Add +0.7% 625,572 $531.7M
Two Sigma Advisers, LP 1.17% Add +109.4% 619,500 $526.6M
C WorldWide Group Holding A/S 5.54% Reduce -1.7% 601,755 $511.5M
Public Employees Retirement Association of Colorado 2.10% Add +5.2% 591,202 $502.5M
Janus Henderson Group PLC 0.27% Reduce -3.3% 586,675 $498.7M
Marshall Wace, LLP 0.69% Reduce -12.9% 572,362 $486.5M
Blair William & Co. 1.49% Reduce -0.2% 568,653 $483.3M
1832 Asset Management L.P. 0.87% Add +56.8% 566,864 $481.8M
PNC Financial Services Group, Inc. 0.32% Reduce -0.2% 558,884 $475.0M
US Bancorp \de 0.65% Reduce -1.4% 556,973 $473.4M
CANADA LIFE ASSURANCE Co 0.87% Add +3.7% 541,034 $460.2M
Williams Jones Wealth Management, LLC. 4.97% Reduce -1.4% 470,985 $400.3M
ProShare Advisors LLC 1.01% Reduce -9.4% 443,782 $377.2M
Bridgewater Associates 1.96% Reduce -17.6% 440,819 $374.7M
AXA S.A. 1.12% Reduce -6.5% 440,279 $374.2M
State Board of Administration of Florida Retirement System 0.74% Reduce -10.9% 439,417 $373.5M
Victory Capital Management Inc. 0.38% Reduce -1.8% 439,353 $373.4M
Axiom Investors LLC 3.25% Add +23.4% 438,961 $373.1M
Swedbank AB 0.50% Add +12.2% 437,252 $371.7M
Brown Brothers Harriman & Co. 2.77% Reduce -1.0% 433,514 $368.5M
Capital Research Global Investors 0.08% Add +0.0% 431,761 $367.0M
Chevy Chase Trust Holdings, LLC 1.17% Reduce -1.1% 429,619 $365.2M
New York State Teachers Retirement System 0.74% Reduce -4.6% 415,787 $353.4M
Commonwealth Equity Services, LLC 0.56% Add +2.6% 413,475 $351.4M
Federated Hermes, Inc. 0.83% Reduce -2.6% 413,210 $351.2M
Raymond James Financial Services Advisors, Inc. 0.48% Add +0.7% 393,621 $334.6M
Prudential Financial Inc. 0.50% Reduce -15.0% 393,068 $334.1M
Healthcare of Ontario Pension Plan Trust Fund 0.98% Add +9.5% 389,883 $331.4M
Chilton Investment Co. Inc. 9.22% Reduce -0.4% 384,647 $326.9M
HighTower Advisors, LLC 0.51% Add +2.8% 384,106 $326.3M
Winslow Capital Management, LLC 1.17% Reduce -4.0% 380,105 $323.1M
Cibc World Market Inc. 0.79% Reduce -8.1% 375,846 $319.5M
Scotia Capital Inc. 1.85% Reduce -0.5% 372,031 $316.2M
William Blair Investment Management, LLC 0.82% Add +2.7% 366,066 $311.2M
Mariner, LLC 0.60% Add +2.2% 365,543 $310.7M
Mercer Global Advisors Inc. 0.84% Add +2.3% 388,679 $307.4M
Adage Capital Partners Gp, L.L.C. 0.57% Add +67.7% 361,627 $307.4M
Capital International Investors 0.06% Add +4.6% 360,944 $306.8M
National Bank of Canada 0.47% Reduce -33.0% 356,724 $301.4M
Caisse de depot et placement du Quebec 0.73% Reduce -1.4% 353,933 $300.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.72% — 352,457 $299.6M
Loomis Sayles & Co. L P 0.41% Reduce -2.7% 348,201 $296.0M
Keybank National Association 1.21% Reduce -2.7% 347,287 $295.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.33% Reduce -37.4% 346,613 $294.6M
Rockefeller Capital Management L.P. 0.81% Add +2.5% 334,944 $284.6M
Korea Investment CORP 0.72% Reduce -13.0% 334,562 $284.4M
First Trust Advisors LP 0.28% Reduce -1.8% 327,871 $278.7M
Truist Financial Corp. 0.41% Add +1.1% 316,993 $269.4M
Manufacturers Life Insurance Company, The 0.25% Add +2.2% 312,946 $266.0M
Cerity Partners LLC 0.72% Reduce -5.9% 312,277 $265.4M
Aviva PLC 0.75% Add +19.7% 310,291 $263.7M
Rathbones Group PLC 1.42% Add +0.8% 305,990 $260.1M
Haverford Trust Co 2.73% Reduce -1.8% 304,706 $259.0M
Qube Research & Technologies Ltd 0.47% Add +680.8% 298,570 $253.8M
Bank of Nova Scotia 0.50% Reduce -0.4% 298,457 $253.7M
Mitsubishi UFJ Trust & Banking Corp 0.60% Reduce -6.6% 297,804 $253.1M
Macquarie Group Ltd. 0.29% Reduce -10.7% 293,327 $249.3M
Two Sigma Investments, LP 0.61% Reduce -0.6% 292,810 $248.9M
Capital Counsel LLC 10.94% Reduce -1.6% 288,328 $245.1M
Natixis Advisors, LLC 0.52% Reduce -8.7% 283,759 $241.2M
DekaBank Deutsche Girozentrale 0.43% Reduce -1.3% 280,348 $240.1M
Congress Asset Management Co. 1.72% Add +1.4% 281,751 $239.5M
Los Angeles Capital Management LLC 0.85% Reduce -3.8% 280,543 $238.5M
Alecta Tjanstepension Omsesidigt 1.33% No change 280,000 $238.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.61% Reduce -3.9% 277,458 $235.8M
AQR Capital Management 0.35% Add +7.5% 266,964 $226.9M
Aberdeen Group plc 0.43% Reduce -9.7% 266,862 $226.8M
Sarasin & Partners LLP 1.99% Reduce -0.6% 263,639 $224.1M
Ensign Peak Advisors, Inc 0.41% Reduce -7.2% 262,985 $223.5M
Bank Julius Baer & Co. Ltd, Zurich 0.85% Reduce -7.3% 242,291 $223.0M
Comgest Global Investors S.A.S. 3.05% Reduce -2.7% 261,298 $222.1M
Russell Investments Group, Ltd. 0.36% Reduce -4.4% 260,903 $221.8M
State of Wisconsin Investment Board 0.58% Add +2.2% 255,260 $217.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 1.96% Reduce -1.6% 250,213 $212.9M
Mackenzie Financial Corp. 0.31% Reduce -18.7% 248,432 $211.2M
Lord, Abbett & Co. LLC 0.69% Add +112.0% 246,698 $209.7M
Epoch Investment Partners, Inc. 0.95% Add +1.2% 244,586 $207.9M
Danske Bank A/S 0.75% Add +3.4% 237,840 $202.2M
Massachusetts Financial Services Co. 0.06% Reduce -2.6% 236,240 $200.8M
Fifth Third Bancorp 0.75% Reduce -0.6% 232,244 $197.4M
Squarepoint Ops LLC 0.74% Reduce -23.8% 231,921 $197.1M
Toronto Dominion Bank 0.31% Reduce -28.2% 230,065 $195.6M
M&T Bank Corp 0.67% Reduce -5.3% 229,485 $195.1M
Millennium Management 0.16% Add +226.6% 225,087 $191.3M
Greenbrier Partners Capital Management, LLC 15.75% No change 224,647 $190.9M
Public Employees Retirement System of Ohio 0.74% Reduce -2.0% 222,091 $188.8M
Pictet Asset Management Holding SA 0.21% Reduce -0.5% 215,595 $183.3M
Creative Planning 0.19% Add +3.7% 212,891 $181.0M
Asset Management One Co., Ltd. 0.69% Reduce -0.0% 212,576 $180.7M
Marex Group Ltd 4.84% Add +84.5% 212,141 $180.3M
Douglass Winthrop Advisors, LLC 3.68% Reduce -1.9% 211,826 $180.0M
Sei Investments Co. 0.25% Reduce -1.7% 210,825 $179.2M
Cibc World Markets Corp. 1.16% Add +30.0% 207,490 $176.4M
TCW Group Inc. 1.57% Reduce -4.4% 206,664 $175.7M
Royal London Asset Management Ltd. 0.44% Add +1.9% 204,804 $174.1M
Osaic Holdings, Inc. 0.40% Reduce -24.0% 197,470 $168.1M
Treasurer of the State of North Carolina 0.70% Reduce -2.5% 193,050 $164.1M
Acadian Asset Management LLC 0.49% Add +4.2% 187,144 $159.0M
Huntington National Bank 1.64% Add +0.9% 186,782 $158.8M
Nomura Asset Management Co. Ltd. 0.54% Add +2.3% 184,622 $156.9M
D. E. Shaw & Co. 0.24% Add +74.6% 183,286 $155.8M
Resona Asset Management Co.,Ltd. 0.94% Reduce -4.7% 182,617 $155.2M
Jane Street Group, LLC 0.17% Reduce -14.7% 181,625 $154.4M
Focus Partners Wealth 0.51% Add +271.5% 178,493 $151.7M
State of Michigan Retirement System 0.78% Add +12.9% 178,369 $151.6M
CIBC Asset Management Inc 0.54% Reduce -1.0% 178,093 $151.4M
Welch & Forbes LLC 2.00% Reduce -1.5% 169,811 $149.9M
Mn Services Vermogensbeheer B.V. 1.08% Reduce -2.0% 175,400 $149.1M
Allianz Asset Management GmbH 0.24% Add +120.8% 175,186 $148.9M
Harding Loevner LP 0.81% Reduce -4.4% 172,488 $146.6M
TD Waterhouse Canada Inc. 1.31% Reduce -1.1% 173,029 $146.4M
Northwestern Mutual Wealth Management Co. 0.14% Add +0.1% 171,844 $146.1M
Retirement Systems of Alabama 0.56% Reduce -21.6% 171,838 $146.1M
State of Tennessee, Department of Treasury 0.54% Reduce -3.7% 171,411 $145.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.46% Add +8.0% 167,483 $142.4M
Empower Advisory Group, LLC 0.53% Reduce -18.9% 166,896 $141.9M
Voya Investment Management LLC 0.16% Reduce -46.3% 166,195 $141.3M
Boston Trust Walden Corp 1.03% Reduce -9.6% 163,960 $139.4M
State of New Jersey Common Pension Fund D 0.61% Reduce -35.6% 163,231 $138.7M
Guggenheim Capital LLC 0.98% Add +2.4% 161,509 $137.3M
Bartlett & Co. Wealth Management LLC 2.04% Reduce -3.4% 157,870 $134.2M
D.A. Davidson & Co. 1.17% Reduce -0.8% 155,101 $131.8M
Bristol John W & Co. Inc. 2.09% Reduce -33.2% 152,173 $129.3M
Bradley Foster & Sargent Inc. 2.32% Reduce -1.4% 151,414 $128.7M
Cetera Investment Advisers 0.29% Reduce -5.3% 149,900 $127.4M
Wolverine Trading, LLC 2.06% Add +1633.5% 148,128 $125.9M
Man Group plc 0.34% Reduce -17.6% 147,268 $125.2M
Lazard Asset Management LLC 0.17% Add +44.8% 146,244 $124.3M
Steginsky Capital LLC 28.50% Reduce -0.5% 145,944 $124.1M
Westfield Capital Management Co. LP 0.61% Reduce -14.1% 145,392 $123.6M
CIBC Private Wealth Group LLC 0.23% Add +2.0% 138,724 $122.2M
Comerica Bank 0.50% Reduce -2.5% 141,024 $119.9M
Corebridge Financial, Inc. 0.66% — 140,998 $119.8M
MetLife Investment Management, LLC 0.70% Add +13.6% 138,865 $118.0M
STRS Ohio 0.46% Reduce -25.0% 137,821 $117.1M
Pathstone Holdings, LLC 0.52% Reduce -3.2% 135,661 $115.3M
Cardano Risk Management B.V. 2.25% New 134,890 $114.7M
Captrust Financial Advisors 0.37% Reduce -0.6% 133,880 $113.8M
Quadrature Capital Ltd 1.90% Reduce -22.4% 133,091 $113.1M
Marsico Capital Management LLC 3.37% No change 132,771 $112.9M
Nisa Investment Advisors, LLC 0.71% Add +3.0% 132,629 $112.7M
Balyasny Asset Management L.P. 0.29% Add +2741.9% 131,436 $111.7M
Susquehanna International Group, LLP 0.20% Reduce -50.0% 131,217 $111.5M
Glenmede Trust Co. NA 0.56% Add +1.7% 131,017 $111.4M
Bowen Hanes & Co. Inc. 3.08% Reduce -1.2% 130,884 $111.3M
EP Wealth Advisors, LLC 1.17% Reduce -14.6% 129,671 $110.2M
Arizona State Retirement System 0.73% Add +1.0% 128,574 $109.3M
Nissay Asset Management Corp. /Japan 0.72% Add +23.5% 127,831 $108.7M
DAVENPORT & Co LLC 0.68% Reduce -16.9% 126,659 $107.5M
KCM Investment Advisors LLC 3.81% Reduce -0.2% 124,103 $105.5M
Cambridge Investment Research Advisors, Inc. 0.38% Add +0.3% 120,352 $102.3M
Evercore Wealth Management, LLC 1.61% Reduce -2.9% 120,014 $102.0M
Wedbush Securities Inc. 3.65% Add +0.0% 119,858 $101.9M
Kornitzer Capital Management Inc. 1.89% Reduce -1.4% 116,570 $99.1M
UMB Bank, n.a. 1.62% Reduce -10.4% 116,012 $98.6M
Wealth Enhancement Advisory Services, LLC 0.23% Reduce -1.4% 115,308 $98.0M
Commerce Bank 0.63% Add +0.5% 115,130 $97.9M
Van Eck Associates Corp. 0.14% Add +11.2% 113,845 $96.8M
Clifford Swan Investment Counsel LLC 3.61% Reduce -2.7% 113,401 $96.4M
Sapient Capital LLC 2.00% Reduce -0.0% 113,116 $96.1M
Janney Montgomery Scott LLC 0.29% Reduce -0.6% 112,907 $96.0M
Clearbridge Investments, LLC 0.08% Reduce -15.5% 112,895 $96.0M
Xponance LLC 0.98% Add +9.2% 112,690 $95.8M
Employees Retirement System of Texas 1.05% No change 112,149 $95.3M
Railway Pension Investments Ltd 1.13% No change 111,442 $94.7M
Erste Asset Management GmbH 1.25% Reduce -12.0% 110,945 $94.4M
Federation des caisses Desjardins du Quebec 0.50% Add +3.4% 109,531 $93.1M
Tredje AP-fonden 0.90% Add +7.0% 109,511 $93.1M
Calamos Advisors LLC 0.65% Reduce -1.9% 108,748 $92.4M
Zurich Insurance Group Ltd 0.80% Add +1.9% 108,017 $91.8M
Davis R M Inc. 1.84% Reduce -2.9% 106,340 $90.4M
Forsta Ap-Fonden 0.80% Reduce -10.7% 106,200 $90.3M
United Capital Financial Advisors, LLC 0.77% Reduce -13.8% 105,444 $89.6M
Nicholas Company, Inc. 1.49% No change 105,435 $89.6M
Gateway Investment Advisers LLC 1.01% Add +0.2% 105,288 $89.5M
Natixis 0.56% Add +39.8% 105,072 $89.3M
Donaldson Capital Management, LLC 3.74% Reduce -1.1% 104,959 $89.2M
ING Groep NV 0.52% Reduce -33.5% 103,798 $88.2M
Crestwood Advisors Group, LLC 1.80% Reduce -9.2% 102,608 $87.2M
Swiss Life Asset Management Ltd 1.02% Add +3.3% 101,634 $86.4M
Mogy Joel R Investment Counsel Inc. 5.47% Add +0.5% 101,551 $86.3M
Allspring Global Investments Holdings, LLC 0.14% Reduce -36.5% 100,848 $85.7M
AEGON ASSET MANAGEMENT UK Plc 1.20% Reduce -22.7% 100,657 $85.6M
Teacher Retirement System of Texas 0.48% Reduce -5.3% 99,568 $84.6M
Cullen/Frost Bankers, Inc. 1.22% Reduce -1.4% 99,027 $84.2M
Regions Financial Corp. 0.63% Reduce -1.5% 97,755 $83.1M
Badgley Phelps Wealth Managers, LLC 2.06% Add +1.4% 97,752 $83.1M
Northeast Investment Management 3.91% Reduce -0.7% 97,676 $83.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.55% Add +0.0% 97,416 $82.8M
Peapack Gladstone Financial Corp. 1.26% Reduce -1.6% 96,423 $82.0M
I.G.Y. Ltd 37.07% Reduce -1.6% 96,001 $81.6M
ABN AMRO Bank N.V. 1.23% Add +4.3% 95,089 $81.6M
Oppenheimer & Co. Inc. 1.29% Reduce -0.3% 95,505 $81.2M
Amalgamated Bank 0.69% Reduce -0.9% 95,288 $81.0M
Mirae Asset Global Investments Co., Ltd. 0.40% Reduce -78.5% 95,088 $80.9M
Chicago Capital, LLC 2.40% Add +0.4% 95,083 $80.8M
SpiderRock Advisors, LLC 2.12% Add +9.7% 94,706 $80.5M
Worldquant Millennium Advisors LLC 0.72% New 93,540 $79.5M
BI Asset Management Fondsmaeglerselskab A/S 1.30% Add +21.7% 93,380 $79.4M
Atalanta Sosnoff Capital, LLC 1.78% Reduce -4.0% 92,686 $78.8M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.89% — 92,356 $78.5M
CCLA Investment Management 1.20% Reduce -7.8% 91,801 $78.0M
MML Investors Services, LLC 0.31% Add +1.4% 91,283 $77.6M
MAI Capital Management 0.76% Add +0.5% 90,887 $77.3M
Bank Pictet & Cie (Europe) AG 1.89% No change 90,870 $77.2M
Hosking Partners LLP 2.86% Reduce -19.4% 90,857 $77.2M
Worldly Partners Management, LLC 40.96% Add +0.1% 89,794 $76.3M
Sanctuary Advisors, LLC 0.55% — 104,023 $75.9M
Johnson Investment Counsel Inc. 0.80% Reduce -1.7% 89,194 $75.8M
Daiwa Securities Group Inc. 0.41% Add +9.9% 88,785 $75.5M
Meitav Investment House Ltd. 1.33% Add +17.3% 87,827 $74.6M
IFM Investors Pty Ltd 0.76% Add +1.0% 87,664 $74.5M
KBC Group NV 0.22% Add +2.9% 86,987 $73.9M
Stonegate Investment Group, LLC 2.11% Add +1.9% 85,591 $72.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.44% Add +59.8% 84,947 $72.2M
Financial Counselors Inc. 1.16% Reduce -2.0% 84,940 $72.2M
Czech National Bank 0.82% Add +8.3% 84,513 $71.8M
Steward Partners Investment Advisory, LLC 0.76% Add +4.8% 84,333 $71.7M
Aristotle Atlantic Partners, LLC 2.32% Reduce -3.7% 84,327 $71.7M
USS Investment Management Ltd 0.57% Add +1.1% 83,713 $71.2M
Gabelli Funds LLC 0.54% Reduce -15.3% 82,273 $69.9M
Candriam S.C.A. 0.41% Reduce -3.0% 79,557 $67.6M
Destination Wealth Management 2.22% Reduce -6.3% 79,188 $67.3M
NewEdge Advisors, LLC 0.49% Add +11.6% 79,146 $67.3M
Fiera Capital Corp 0.21% Reduce -1.4% 78,441 $66.7M
Norinchukin Bank, The 1.90% Reduce -9.6% 78,439 $66.7M
Cresset Asset Management, LLC 0.27% Add +21.4% 75,716 $64.4M
Hollencrest Capital Management 2.81% Add +0.1% 75,171 $63.9M
Nippon Life Global Investors Americas, Inc. 2.76% Add +16.6% 73,930 $62.8M
DNB Asset Management AS 0.30% Add +3.0% 73,502 $62.5M
Utah Retirement Systems 0.74% Reduce -5.1% 73,053 $62.1M
Hyman Charles D 3.46% Add +0.3% 72,988 $62.0M
Windward Capital Management Co. 5.22% Reduce -2.6% 72,935 $62.0M
Hyperion Asset Management Ltd 2.56% Reduce -0.5% 72,934 $62.0M
Chesley Taft & Associates LLC 3.11% Reduce -1.8% 72,903 $62.0M
Benjamin F. Edwards & Company, Inc. 1.08% Add +3.8% 72,264 $61.4M
Capitolis Liquid Global Markets LLC 0.76% Add +20.0% 72,000 $61.2M
Covea Finance 2.80% Reduce -5.7% 71,812 $61.0M
Baskin Financial Services Inc. 5.19% Reduce -4.7% 71,300 $60.6M
Hudson Bay Capital Management LP 0.53% New 71,225 $60.5M
Varma Mutual Pension Insurance Co 0.48% Reduce -7.6% 70,214 $59.7M
Kestra Advisory Services, LLC 0.33% Add +7.7% 70,161 $59.6M
Vancity Investment Management Ltd 3.75% Add +98.8% 73,040 $59.2M
Capital Investment Counsel, Inc 8.91% Add +7.0% 69,594 $59.2M
Pacer Advisors, Inc. 0.14% Add +7.2% 68,324 $58.1M
Achmea Investment Management B.V. 1.03% Add +15.9% 67,918 $57.7M
Shelton Capital Management 1.57% Reduce -8.0% 67,814 $57.6M
New York Life Investment Management LLC 0.58% Add +0.9% 67,581 $57.4M
Investment House LLC 3.28% Reduce -0.9% 67,554 $57.4M
O'shaughnessy Asset Management, LLC 0.59% Add +13.9% 67,481 $57.4M
Abn Amro Investment Solutions 1.04% Reduce -5.0% 67,111 $57.0M
Kimelman & Baird, LLC 4.58% — 65,305 $55.5M
Thrivent Financial for Lutherans 0.11% Add +11.3% 64,820 $55.1M
Private Advisor Group, LLC 0.37% Add +7.4% 64,424 $54.8M
Flputnam Investment Management Co. 1.03% Reduce -5.4% 64,374 $54.7M
Ieq Capital, LLC 0.73% Add +5.2% 63,897 $54.3M
EULAV Asset Management 1.47% No change 63,805 $54.2M
Trillium Asset Management, LLC 1.35% Reduce -1.4% 62,859 $53.4M
Performance Wealth Partners, LLC 1.97% Add +88.5% 62,756 $53.3M
Mutual of America Capital Management LLC 0.58% Add +0.9% 62,538 $53.2M
Yousif Capital Management, LLC 0.60% Reduce -1.9% 62,151 $52.8M
Norman Fields, Gottscho Capital Management, LLC 18.43% Add +0.6% 59,578 $52.7M
Cannell & Spears LLC 1.09% Reduce -2.7% 61,913 $52.6M
Violich Capital Management, Inc. 7.09% Reduce -0.7% 61,742 $52.5M
iA Global Asset Management Inc. 1.00% Add +43.9% 61,488 $52.3M
Lazard Freres Gestion S.A.S. 1.20% Reduce -32.5% 63,725 $52.1M
Maple Capital Management, Inc. 4.22% Add +2.3% 61,127 $52.0M
SG Americas Securities, LLC 0.33% Reduce -12.6% 60,658 $51.6M
State of Alaska, Department of Revenue 0.58% Reduce -3.3% 60,509 $51.4M
Martingale Asset Management L P 1.11% Reduce -17.5% 60,358 $51.3M
Louisiana State Employees Retirement System 0.99% Reduce -0.5% 60,300 $51.3M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2.15% No change 59,894 $50.9M
Teachers Retirement System of the State of Kentucky 0.45% Reduce -5.0% 59,142 $50.3M
Rwa Wealth Partners, LLC 0.66% Reduce -0.7% 59,079 $50.2M
QRG Capital Management, Inc. 0.59% Add +8.2% 58,753 $49.9M
Ami Asset Management Corp. 2.69% Reduce -3.3% 58,577 $49.8M
Whittier Trust Co. 0.71% Add +0.8% 58,532 $49.8M
Kestra Private Wealth Services, LLC 0.99% Add +5.7% 58,073 $49.4M
Howard Capital Management Group, LLC 3.64% Reduce -0.8% 58,061 $49.4M
Smith Chas P & Associates Pa Cpas 2.92% Reduce -0.7% 58,012 $49.3M
GUNN & Co INVESTMENT MANAGEMENT, INC. 2.92% Add +1013.9% 58,012 $49.3M
Dakota Wealth Management 1.16% Add +5.7% 57,644 $49.0M
B. Metzler seel. Sohn & Co. AG 0.47% Add +1.4% 57,543 $48.9M
Atria Wealth Solutions, Inc. 0.54% Reduce -5.3% 57,419 $48.8M
Main Street Research LLC 3.22% Add +3.3% 57,362 $48.8M
Asset Advisors Investment Management, LLC 5.30% Reduce -1.2% 57,241 $48.7M
Nan Shan Life Insurance Co., Ltd. 1.15% Add +3261.8% 57,050 $48.5M
Dearborn Partners LLC 2.10% Reduce -1.3% 57,048 $48.5M
Pacific Heights Asset Management LLC 3.81% No change 57,000 $48.4M
CW Advisors, LLC 0.77% Add +1.8% 56,993 $48.4M
Klingenstein Fields & Co. LP 2.00% Reduce -1.1% 56,743 $48.2M
Stock Yards Bank & Trust Co. 1.60% Reduce -2.6% 56,725 $48.2M
Pittenger & Anderson Inc. 1.96% Add +0.7% 56,028 $47.6M
JARISLOWSKY, FRASER Ltd 0.29% Reduce -14.2% 55,235 $46.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.55% Add +3.4% 54,800 $46.6M
Randolph Co Inc 5.70% Add +0.3% 54,736 $46.5M
Aljian Capital Management, LLC 15.26% Reduce -1.0% 54,120 $46.0M
Tower Research Capital LLC (TRC) 0.77% Add +42.1% 53,935 $45.8M
Tandem Investment Advisors, Inc. 1.82% Reduce -2.4% 53,788 $45.7M
Ofi Invest Asset Management 1.21% Reduce -2.7% 57,598 $45.7M
Invictus Private Wealth, LLC 3.75% Add +0.4% 52,558 $44.7M
Stratos Wealth Partners, LTD. 0.72% Add +2.6% 52,460 $44.6M
Guardian Capital LP 1.67% Add +2.4% 51,952 $44.2M
Wealthfront Advisers LLC 0.15% Add +0.6% 51,680 $43.9M
Cwm, LLC 0.21% Add +5.7% 51,613 $43.9M
Twin Tree Management, LP 1.28% New 51,413 $43.7M
Trust Co. of Vermont 2.37% Add +0.0% 51,359 $43.7M
Agf Management Ltd. 0.24% Add +6.7% 50,820 $43.2M
WS Management LLLP 4.05% No change 50,746 $43.1M
Rafferty Asset Management, LLC 0.16% Reduce -1.6% 50,728 $43.1M
Intech Investment Management LLC 0.53% Reduce -0.1% 50,541 $43.0M
Storebrand Asset Management As 0.14% Add +7.6% 50,241 $42.7M
Connor, Clark & Lunn Investment Management Ltd. 0.18% Reduce -36.5% 49,886 $42.4M
Cumberland Partners Ltd 3.02% Reduce -2.9% 48,930 $41.6M
Mesirow Financial Investment Management, Inc. 0.93% Add +0.3% 48,667 $41.4M
Vanguard Personalized Indexing Management, LLC 0.79% Add +13.1% 49,033 $41.4M
Florida Trust Wealth Management Co 1.40% Reduce -1.0% 48,201 $41.0M
Bridges Investment Management Inc. 0.62% Add +274.0% 48,140 $40.9M
Kingsview Wealth Management, LLC 0.96% Add +8.5% 47,933 $40.7M
Border to Coast Pensions Partnership Ltd 0.96% Reduce -18.8% 47,900 $40.7M
Capital International Sarl 1.24% Add +3.8% 47,731 $40.6M
Smith Group Asset Management, LLC 3.55% Reduce -9.3% 47,025 $40.0M
Public Sector Pension Investment Board 0.25% Add +17.9% 47,013 $40.0M
Cookson Peirce & Co. Inc. 1.92% Add +13.9% 46,885 $39.9M
Illinois Municipal Retirement Fund 0.60% Reduce -6.8% 46,558 $39.6M
Lido Advisors, LLC 0.33% Add +35.5% 46,317 $39.4M
Panagora Asset Management Inc. 0.20% Reduce -65.0% 45,848 $39.0M
Parallel Advisors, LLC 0.99% Reduce -1.5% 45,511 $38.7M
Clearstead Advisors, LLC 0.66% Add +116.4% 45,436 $38.6M
YHB Investment Advisors, Inc. 3.32% Reduce -1.3% 45,381 $38.6M
Sequoia Financial Advisors, LLC 0.46% Add +13.7% 45,239 $38.5M
Temasek Holdings (Private) Ltd 0.18% Add +70.1% 45,165 $38.4M
Boston Financial Mangement LLC 1.21% Reduce -2.4% 44,802 $38.1M
Quantinno Capital Management LP 0.68% Add +16.0% 44,560 $37.9M
Prime Capital Investment Advisors, LLC 0.56% Reduce -10.9% 44,105 $37.5M
Great Lakes Advisors, LLC 0.32% Add +17.1% 42,781 $36.4M
Birch Hill Investment Advisors LLC 1.75% Reduce -3.7% 42,601 $36.2M
Chilton Capital Management LLC 1.63% Reduce -4.8% 42,600 $36.2M
Beacon Pointe Advisors, LLC 0.43% Reduce -5.5% 42,430 $36.1M
Avantax Advisory Services, Inc. 0.26% Add +26.3% 42,361 $36.0M
Capital International, Inc. 0.48% Add +6.5% 42,183 $35.9M
Rempart Asset Management Inc. 7.06% Reduce -5.9% 42,153 $35.8M
TruWealth Advisors, LLC 2.38% Reduce -0.7% 42,134 $35.8M
General American Investors Co. Inc. 2.54% Reduce -10.6% 42,000 $35.7M
Liontrust Investment Partners LLP 0.51% Add +146.0% 41,818 $35.5M
NorthCrest Asset Manangement, LLC 1.18% Add +1.2% 41,748 $35.5M
Foster Dykema Cabot & Partners, LLC 3.17% Add +0.2% 41,685 $35.4M
CI Investments Inc. 0.14% Reduce -27.5% 41,637 $35.4M
Elo Mutual Pension Insurance Co 0.83% Add +2.4% 41,522 $35.3M
Baldwin Wealth Partners LLC 2.74% Reduce -6.1% 41,395 $35.2M
Fiduciary Trust Co 0.53% Add +2.8% 41,361 $35.2M
Marco Investment Management LLC 3.23% Reduce -1.1% 41,209 $35.0M
Estabrook Capital Management 5.34% Reduce -1.9% 40,672 $34.6M
Pinnacle Associates Ltd. 0.54% Reduce -3.3% 40,644 $34.5M
Ossiam 0.65% Reduce -77.3% 40,407 $34.3M
Tokio Marine Asset Management Co. Ltd. 1.63% Reduce -6.2% 39,955 $34.0M
Highland Capital Management, LLC 2.01% Add +2.9% 39,921 $33.9M
Cadinha & Co. LLC 6.24% Reduce -1.0% 39,617 $33.7M
Advisors Capital Management, LLC 0.59% Add +2.5% 39,500 $33.6M
King Luther Capital Management Corp. 0.15% Add +24.3% 39,406 $33.5M
Baltimore-Washington Financial Advisors, Inc. 1.96% Add +4.1% 39,204 $33.3M
Bailard, Inc. 0.92% Reduce -1.3% 39,175 $33.3M
Markel Group 0.33% No change 39,150 $33.3M
J. Safra Sarasin Holding AG 0.60% — 38,753 $32.9M
Front Street Capital Management, Inc. 6.31% Reduce -8.6% 38,734 $32.9M
Voloridge Investment Management, LLC 0.12% Reduce -27.2% 38,322 $32.6M
Oregon Public Employees Retirement Fund 0.64% Add +0.6% 38,121 $32.4M
United American Securities Inc. (d/b/a UAS Asset Management) 7.74% Reduce -0.6% 38,006 $32.3M
Zacks Investment Management 0.36% Add +3.3% 37,626 $32.0M
Synovus Financial Corp. 0.42% Add +1.2% 37,553 $31.9M
Capital International Ltd. 1.47% Add +0.6% 37,447 $31.8M
Lincoln Capital LLC 7.05% Reduce -0.5% 37,157 $31.6M
Bar Harbor Wealth Management 2.09% Reduce -1.8% 37,081 $31.5M
Madison Asset Management, LLC 0.39% Reduce -6.6% 37,071 $31.5M
Neville Rodie & Shaw Inc. 2.38% Add +5.0% 36,967 $31.4M
Profund Advisors LLC 1.16% Reduce -1.4% 36,948 $31.4M
NEOS Investment Management LLC 1.28% Add +45.1% 36,700 $31.2M
Freestone Capital Holdings, LLC 1.12% Add +0.1% 36,692 $31.2M
Gulf International Bank (UK) Ltd 0.78% Reduce -2.8% 36,368 $30.9M
Adell Harriman & Carpenter Inc. 2.38% Add +1.4% 36,311 $30.9M
Motley Fool Asset Management LLC 2.04% Add +12.2% 36,316 $30.7M
Carnegie Investment Counsel 0.94% Add +0.4% 35,638 $30.3M
Buffington Mohr McNeal 5.25% Reduce -1.2% 35,188 $29.9M
Private Wealth Partners, LLC 2.24% Add +1.2% 35,025 $29.8M
Assetmark, Inc. 0.09% Add +14.5% 34,846 $29.6M
Maryland State Retirement & Pension System 0.54% Reduce -0.4% 34,560 $29.4M
Pinnacle Financial Partners Inc 0.63% Add +2.3% 34,693 $29.3M
Mizuho Securities USA LLC 0.64% New 34,195 $29.1M
Godsey & Gibb, Inc. 3.00% Reduce -6.3% 34,174 $29.0M
Independent Advisor Alliance 0.99% Add +3.2% 34,164 $29.0M
HRT Financial LP 0.16% Add +44.2% 34,061 $29.0M
F/m Investments LLC 1.04% Add +7945.0% 33,950 $28.9M
Alpha Cubed Investments, LLC 1.37% Add +1.1% 33,876 $28.8M
Bokf, NA 0.52% Reduce -2.6% 33,773 $28.7M
Harvey Investment Co. LLC 3.42% Reduce -1.0% 33,608 $28.6M
Skandinaviska Enskilda Banken AB (publ) 0.14% Reduce -2.8% 33,569 $28.5M
Kentucky Retirement Systems 0.82% Reduce -0.8% 33,421 $28.4M
Gratus Capital, LLC 1.14% Add +4.3% 33,371 $28.4M
Retirement Planning Group, LLC 1.80% Add +4.4% 33,291 $28.3M
Ironvine Capital Partners, LLC 3.09% Reduce -4.0% 33,200 $28.2M
Park National Corp. 1.04% Add +2.3% 33,118 $28.1M
Andra AP-fonden 0.47% Add +2.8% 33,100 $28.1M
Kiley Juergens Wealth Management, LLC 7.81% Add +0.2% 33,075 $28.1M
Silvercrest Asset Management Group LLC 0.19% Add +12.0% 33,063 $28.1M
DE Burlo Group Inc. 3.76% Add +37.4% 32,935 $28.0M
Blue Chip Partners, LLC 2.57% Add +1.9% 32,740 $27.8M
Jump Financial, LLC 0.57% Add +51.0% 32,618 $27.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.83% Add +1.9% 32,560 $27.7M
Azimuth Capital Investment Management LLC 1.12% Add +1.5% 32,544 $27.7M
Abbrea Capital, LLC 3.62% Reduce -2.5% 32,157 $27.3M
Trajan Wealth LLC 1.75% Add +19.7% 32,043 $27.2M
Allworth Financial LP 0.18% Add +24.7% 32,437 $27.2M
Envestnet Portfolio Solutions, Inc. 0.09% Reduce -2.2% 31,968 $27.2M
Beese Fulmer Investment Management, Inc. 2.45% Reduce -0.1% 31,681 $26.9M
Capital Group Private Client Services, Inc. 0.27% Reduce -6.3% 31,633 $26.9M
WASHINGTON TRUST Co 0.98% Reduce -3.6% 31,591 $26.9M
Mediolanum International Funds Ltd 0.44% Add +31.4% 33,791 $26.8M
MBB Public Markets I LLC 0.55% Add +2504.5% 31,566 $26.8M
Dividend Assets Capital, LLC 5.44% Add +1.9% 31,396 $26.7M
North Point Portfolio Managers Corp. 4.68% Reduce -0.2% 31,294 $26.6M
Barlow Wealth Partners, LLC 3.65% Add +3.2% 31,700 $26.3M
Daiichi Life Insurance Co., Ltd. 0.64% Add +11.6% 30,949 $26.3M
Albion Financial Group 1.96% Add +0.3% 30,570 $26.0M
L. Roy Papp & Associates, LLP 3.12% Reduce -7.0% 30,243 $25.7M
SVB Wealth LLC 0.63% Reduce -4.9% 30,149 $25.6M
Caxton Associates LP 1.00% New 30,000 $25.5M
Whittier Trust Co. of Nevada Inc. 0.71% Reduce -1.2% 29,976 $25.5M
Sonora Investment Management Group, LLC 2.00% No change 34,657 $25.4M
Hoylecohen, LLC 1.92% Reduce -1.9% 29,828 $25.4M
Auxano Advisors, LLC 7.00% Reduce -3.9% 29,796 $25.3M
Factory Mutual Insurance Co. 0.29% Reduce -1.7% 29,700 $25.2M
Bristlecone Advisors, LLC 2.12% Reduce -4.2% 29,298 $24.9M
Spire Wealth Management 0.88% Reduce -7.0% 29,290 $24.9M
Weatherly Asset Management L. P. 2.28% Add +0.3% 29,256 $24.9M
Middleton & Co. Inc. 2.87% Reduce -4.9% 29,013 $24.7M
Jasper Ridge Partners, L.P. 0.80% No change 29,000 $24.6M
Zevin Asset Management LLC 3.99% Reduce -3.6% 28,964 $24.6M
Taurus Asset Management, LLC 2.49% Reduce -1.6% 28,899 $24.6M
Townsquare Capital LLC 0.33% Add +5.7% 28,827 $24.5M
Cornerstone Advisors, LLC 0.99% Reduce -0.3% 28,800 $24.5M
DDD Partners, LLC 2.80% Reduce -1.6% 28,434 $24.2M
Hartford Investment Management Co. 0.83% Reduce -0.9% 28,423 $24.2M
Dundas Partners LLP 1.87% No change 28,400 $24.1M
Jacobs & Co. 2.52% Reduce -1.2% 28,335 $24.1M
Investment Management Corp of Ontario 0.65% Add +7.3% 28,249 $24.0M
Citizens Financial Group Inc. 0.53% Add +29.0% 28,090 $23.9M
Clarity Financial LLC 3.59% Add +8.4% 28,065 $23.9M
Nomura Holdings Inc. 0.15% Reduce -23.7% 28,057 $23.8M
OMERS ADMINISTRATION Corp 0.23% New 27,994 $23.8M
Private Advisory Group LLC 3.11% No change 27,830 $23.7M
Vontobel Holding Ltd. 0.08% Reduce -40.8% 27,727 $23.6M
Apollon Wealth Management, LLC 0.71% Add +1.4% 27,456 $23.3M
Cary Street Partners Investment Advisory LLC 0.94% Add +3.7% 27,411 $23.3M
Arcadia Investment Management Corp. 3.98% Reduce -1.2% 27,394 $23.3M
Engineers Gate Manager LP 0.52% Add +35.1% 27,308 $23.2M
Washington Trust Bank 2.29% Reduce -4.6% 27,240 $23.2M
B. Riley Wealth Advisors, Inc. 0.59% Reduce -5.7% 27,223 $23.1M
Lyell Wealth Management, LP 2.20% Add +2.1% 27,104 $23.0M
Jones Financial Companies LLLP 0.03% Add +113.7% 26,892 $22.9M
Patten & Patten Inc. 1.59% Reduce -1.9% 26,761 $22.7M
Gradient Investments LLC 0.51% Add +9.5% 26,584 $22.6M
Rheos Capital Works Inc. 1.17% Add +26.4% 26,300 $22.4M
Kelly Lawrence W & Associates Inc. 5.17% Reduce -0.1% 26,289 $22.3M
Rothschild Investment LLC 1.55% Reduce -11.4% 26,189 $22.3M
Rakuten Investment Management, Inc. 0.15% Add +61.6% 26,166 $22.3M
Prudential PLC 0.15% Reduce -12.6% 26,118 $22.2M
Walleye Capital LLC 0.25% Reduce -59.6% 26,052 $22.1M
Harbour Trust & Investment Management Co 2.64% Reduce -2.4% 26,000 $22.1M
Independent Financial Group, LLC 0.88% Add +9.7% 25,799 $21.9M
Absher Wealth Management, LLC 3.07% Reduce -31.0% 25,708 $21.9M
Jag Capital Management, LLC 2.98% Add +2.2% 25,553 $21.7M
Renaissance Investment Group LLC 4.72% Reduce -1.2% 24,479 $21.7M
Securian Asset Management, Inc. 0.63% Reduce -2.4% 25,503 $21.7M
Braun Stacey Associates Inc. 0.84% Add +0.4% 25,482 $21.7M
JTC Employer Solutions Trustee Ltd 1.45% No change 25,470 $21.6M
Exchange Traded Concepts, LLC 0.55% Reduce -1.6% 25,450 $21.6M
Daymark Wealth Partners, LLC 0.99% Add +31.6% 25,429 $21.6M
Bellecapital International Ltd. 4.63% Reduce -1.8% 25,319 $21.5M
Colonial Trust Advisors 2.06% Reduce -2.4% 25,286 $21.5M
Dynamic Advisor Solutions LLC 0.68% Add +7.0% 25,223 $21.4M
First Horizon Advisors, Inc. 0.65% Reduce -2.9% 25,154 $21.4M
Diversify Advisory Services, LLC 1.17% Reduce -3.4% 23,997 $21.3M
Becker Capital Management Inc. 0.73% Reduce -0.4% 24,962 $21.2M
Capital Fund Management S.A. 0.24% New 24,825 $21.1M
Exencial Wealth Advisors, LLC 0.79% Reduce -14.9% 24,810 $21.1M
Snowden Capital Advisors LLC 0.63% Add +32.1% 24,723 $21.0M
Crossmark Global Holdings, Inc. 0.41% Reduce -2.8% 24,706 $21.0M
Old National Bancorp 0.49% Reduce -0.6% 24,665 $21.0M
Empire Life Investments Inc. 1.32% Reduce -5.3% 24,618 $20.9M
Advisory Services Network, LLC 0.43% Reduce -3.4% 24,509 $20.8M
Ferguson Wellman Capital Management, Inc. 0.42% Add +3.0% 24,481 $20.8M
Annex Advisory Services, LLC 0.73% Reduce -35.0% 24,414 $20.8M
SouthState Bank Corp 1.51% Reduce -1.0% 24,361 $20.7M
Franklin Street Advisors Inc. 1.48% Add +6.3% 24,353 $20.7M
Advisors Asset Management, Inc. 0.40% Add +5.2% 24,309 $20.7M
BLB&B Advisors, LLC 1.13% Reduce -1.8% 24,225 $20.6M
Orion Porfolio Solutions, LLC 0.22% Add +16.3% 24,197 $20.6M
Orion Portfolio Solutions, LLC 0.22% Add +16.3% 24,197 $20.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.21% Add +6.5% 24,009 $20.4M
Salem Investment Counselors Inc. 0.65% Add +2.6% 23,849 $20.3M
Galvin, Gaustad & Stein, LLC 1.91% Reduce -9.6% 23,838 $20.3M
Avitas Wealth Management LLC 2.95% Reduce -0.7% 23,732 $20.2M
Argent Trust Co 0.89% Add +0.3% 23,697 $20.1M
First Merchants Corp. 0.81% Reduce -4.6% 23,689 $20.1M
FFG Partners, LLC 8.45% Add +1.0% 23,685 $20.1M
CENTRAL TRUST Co 0.49% Add +2.6% 23,539 $20.0M
Heritage Investors Management Corp. 0.69% Reduce -2.2% 23,315 $19.8M
Borer Denton & Associates, Inc. 7.18% Reduce -0.7% 23,265 $19.8M
Cim, LLC 2.97% Add +35.9% 22,265 $19.7M
Summit Financial, LLC 0.90% Add +45.7% 23,065 $19.6M
Raymond James Trust N.A. 0.46% Add +3.6% 23,058 $19.6M
Alley Investment Management Company, LLC 2.67% Reduce -0.5% 23,022 $19.6M
Atria Investments, Inc 0.25% Reduce -17.1% 22,980 $19.5M
Copeland Capital Management, LLC 0.37% Add +1.0% 22,976 $19.5M
Bank of Nova Scotia Trust Co. 2.18% Reduce -5.2% 22,971 $19.5M
Allianz SE 0.57% Add +2.7% 22,969 $19.5M
Harvest Fund Management Co., Ltd 1.40% Add +21.0% 22,804 $19.4M
Evergreen Capital Management LLC 0.69% Add +7.3% 22,453 $19.1M
First Citizens Bank & Trust Co. 0.36% Add +2.5% 22,321 $19.0M
Ameritas Investment Partners, Inc. 0.65% Reduce -0.9% 22,300 $19.0M
Northstar Asset Management Inc. 4.84% Reduce -3.8% 22,276 $18.9M
New Mexico Educational Retirement Board 0.66% No change 22,265 $18.9M
Woodstock Corp. 1.92% Reduce -1.6% 22,252 $18.9M
Payden & Rygel Investment Group 1.52% Reduce -19.0% 22,200 $18.9M
Payden & Rygel 1.52% Reduce -19.0% 22,200 $18.9M
CapWealth Advisors, LLC 2.38% Reduce -1.1% 22,157 $18.8M
Nordea Investment Management AB 0.02% Add +2.3% 22,036 $18.8M
AE Wealth Management LLC 0.19% Add +25.6% 22,102 $18.8M
McCollum Christoferson Group LLC 5.57% Reduce -5.7% 22,028 $18.7M
Equitable Holdings, Inc. 0.20% Add +13.6% 22,024 $18.7M
Phoenix Financial Ltd. 0.28% Reduce -13.4% 21,986 $18.7M
Camden National Bank 2.88% Add +8.7% 21,973 $18.7M
Cobblestone Capital Advisors LLC 1.14% Add +0.6% 21,864 $18.6M
Cardinal Capital Management 3.12% Reduce -0.1% 21,829 $18.6M
Penobscot Investment Management Company, Inc. 1.79% Add +3.1% 21,818 $18.5M
Bath Savings Trust Co 1.97% Add +1.6% 21,740 $18.5M
American National Bank & Trust 2.30% Add +5.9% 21,717 $18.5M
Northstar Group, Inc. 3.63% Add +0.1% 21,620 $18.4M
OneDigital Investment Advisors LLC 0.23% Add +16.5% 21,486 $18.3M
Boston Common Asset Management, LLC 0.47% Add +34.9% 21,472 $18.3M
North Star Asset Management Inc. 0.86% Reduce -1.3% 21,411 $18.2M
Metis Global Partners, LLC 0.62% Reduce -0.7% 21,387 $18.2M
Sandy Spring Bank 0.80% Reduce -0.9% 21,359 $18.2M
Coldstream Capital Management Inc. 0.44% Add +0.8% 21,297 $18.1M
Segment Wealth Management, LLC 1.33% Reduce -0.1% 21,289 $18.1M
Tiaa Trust, National Association 0.06% Add +0.4% 21,156 $18.0M
LBP Am SA 0.74% Reduce -31.4% 21,151 $18.0M
Van Lanschot Kempen Investment Management N.V. 0.20% Add +709.7% 21,150 $18.0M
Paragon Capital Management LLC 9.70% Reduce -1.3% 21,145 $18.0M
Bragg Financial Advisors, Inc 0.79% Reduce -2.9% 20,941 $17.8M
Choreo, LLC 0.30% Add +82.0% 20,960 $17.7M
Oak Grove Capital LLC 4.52% Reduce -11.8% 20,758 $17.6M
Park Avenue Securities LLC 0.21% Add +5.2% 20,671 $17.6M
Verition Fund Management LLC 0.15% Reduce -8.8% 20,464 $17.4M
Independent Solutions Wealth Management, LLC 3.96% Reduce -9.1% 20,303 $17.3M
Granite Investment Partners, LLC 0.71% Reduce -0.3% 20,248 $17.2M
Mechanics Bank Trust Department 2.46% Reduce -2.4% 20,226 $17.2M
Brasada Capital Management, LP 3.04% Reduce -9.6% 20,263 $17.2M
AustralianSuper Pty Ltd 0.10% Reduce -1.2% 20,124 $17.1M
Rosenblum Silverman Sutton S F Inc. 4.57% Reduce -1.5% 20,077 $17.1M
Connors Investor Services Inc. 1.76% Reduce -4.4% 19,854 $16.9M
WoodTrust Financial Corp 2.62% Reduce -0.9% 19,838 $16.9M
McGuire Investment Group, LLC 2.40% Add +0.1% 19,735 $16.8M
Perigon Wealth Management, LLC 0.48% Reduce -1.5% 19,667 $16.7M
Cullinan Associates Inc. 0.94% Add +4.1% 19,650 $16.7M
Harbour Investment Management LLC 7.71% Add +0.3% 19,634 $16.7M
NWF Advisory Services Inc. 2.65% Reduce -0.0% 19,593 $16.7M
Kozak & Associates, Inc. 4.09% Add +14.9% 19,194 $16.6M
Conway Capital Management, Inc. 8.31% Add +2.1% 19,456 $16.5M
Strategic Wealth Investment Group, LLC 2.09% — 19,532 $16.5M
Thomas Story & Son LLC 7.13% Add +1.3% 19,427 $16.5M
Aptus Capital Advisors, LLC 0.31% Add +23.1% 19,402 $16.5M
Tidal Investments LLC 0.23% Reduce -8.2% 19,378 $16.5M
Ancora Advisors LLC 0.41% Reduce -3.7% 19,348 $16.4M
First National Trust Co 0.67% Reduce -1.7% 19,185 $16.3M
Prospera Financial Services Inc 0.45% Add +5.3% 19,151 $16.3M
Talbot Financial, LLC 2.09% Reduce -0.5% 19,090 $16.2M
Haverford Financial Services, Inc. 4.86% Reduce -0.4% 19,067 $16.2M
HFR Wealth Management, LLC 4.12% Reduce -0.1% 19,043 $16.2M
Brighton Jones LLC 0.53% Add +1.9% 18,950 $16.1M
Merit Financial Group, LLC 0.35% Reduce -0.6% 18,922 $16.1M
Vestcor Inc 0.54% No change 18,907 $16.1M
Quest Investment Management LLC 1.77% Reduce -15.8% 18,825 $16.0M
Tocqueville Asset Management L.P. 0.26% Reduce -7.2% 18,817 $16.0M
Progressive Investment Management Corp 4.22% Reduce -0.8% 18,758 $15.9M
NBT Bank, N.A. 1.14% Reduce -0.9% 18,686 $15.9M
Integrated Wealth Concepts LLC 0.22% Add +0.7% 18,653 $15.9M
Cyrus J. Lawrence, LLC 3.19% Add +1.5% 18,509 $15.7M
HighPoint Advisor Group LLC 0.94% Add +16.2% 19,355 $15.7M
Cozad Asset Management Inc. 1.56% Reduce -0.8% 18,396 $15.6M
Alps Advisors Inc. 0.11% Reduce -0.3% 18,309 $15.6M
UniSuper Management Pty Ltd 0.13% Add +143.5% 18,301 $15.6M
Community Trust & Investment Co. 1.06% Reduce -1.3% 18,282 $15.5M
McKinley Carter Wealth Services, Inc. 0.99% Reduce -0.5% 18,230 $15.5M
First Manhattan Co. Llc. 0.05% Add +0.0% 18,227 $15.5M
Trexquant Investment LP 0.24% New 18,219 $15.5M
U.S. Capital Wealth Advisors, LLC 0.59% Reduce -1.4% 18,191 $15.5M
Fishman Jay A Ltd. 1.62% Reduce -0.9% 18,133 $15.4M
Empirical Capital Management, LLC 10.97% No change 18,100 $15.4M
Wendell David Associates Inc. 1.57% Reduce -0.8% 18,083 $15.4M
PFG Investments, LLC 1.09% Add +17.2% 17,981 $15.3M
HB Wealth Management, LLC 0.18% Add +6.7% 17,830 $15.2M
LGT Group Foundation 0.24% Reduce -25.0% 17,700 $15.0M
Navellier & Associates Inc. 1.76% Add +4.9% 17,586 $14.9M
Ritholtz Wealth Management 0.49% Add +2.6% 17,457 $14.8M
Susquehanna Fundamental Investments, LLC 0.34% New 17,423 $14.8M
Sowell Financial Services LLC 0.71% Add +23.4% 17,414 $14.8M
RB Capital Management, LLC 3.95% Reduce -1.1% 17,395 $14.8M
Van Hulzen Asset Management, LLC 0.99% Add +42.7% 17,395 $14.8M
Farmers & Merchants Investments Inc. 0.49% Reduce -5.7% 17,379 $14.8M
Siemens Fonds Invest GmbH 1.11% Reduce -0.8% 17,378 $14.8M
Elk River Wealth Management LLC 2.88% Reduce -0.2% 17,321 $14.7M
Vinva Investment Management Ltd 0.74% Add +11.6% 17,304 $14.7M
First National Bank of Omaha 0.97% Add +17.5% 17,289 $14.7M
NFJ Investment Group, LLC 0.45% No change 17,144 $14.6M
Motco 0.86% Reduce -2.6% 17,092 $14.5M
Stockman Wealth Management, Inc. 2.55% Reduce -3.1% 17,089 $14.5M
Central Bank & Trust Co. 2.01% Reduce -3.0% 17,044 $14.5M
Meridian Wealth Management, LLC 1.74% New 17,010 $14.5M
Willow Creek Wealth Management Inc. 1.64% No change 16,996 $14.4M
&partners 0.63% Add +344.8% 16,917 $14.4M
DF Dent & Co. Inc. 0.18% Reduce -5.1% 16,834 $14.3M
PGGM Investments 0.20% Add +297.6% 16,822 $14.3M
Sigma Planning Corp 0.45% Reduce -5.0% 16,811 $14.3M
RKL Wealth Management LLC 1.37% Reduce -1.7% 16,696 $14.2M
Fidelis Capital Partners, LLC 2.02% Add +5.4% 17,482 $14.2M
Oak Ridge Investments LLC 1.35% Add +4.4% 16,654 $14.2M
Jacobson & Schmitt Advisors, LLC 3.21% Add +0.6% 16,637 $14.1M
Montag A & Associates Inc. 0.71% Reduce -7.2% 16,582 $14.1M
Ipswich Investment Management Co., Inc. 3.29% Reduce -0.7% 16,526 $14.0M
Transform Wealth, LLC 1.05% Add +1.0% 16,510 $14.0M
Petredis Investment Advisors LLC 1.57% Reduce -0.4% 16,508 $14.0M
Brookstone Capital Management 0.23% Add +10.7% 16,541 $14.0M
First Foundation Advisors 0.53% Add +3.2% 16,357 $13.9M
Girard Partners LTD. 1.31% Reduce -3.1% 16,339 $13.9M
Roundview Capital LLC 1.09% Add +0.7% 16,333 $13.9M
Hutner Capital Management Inc. 7.61% Add +0.0% 16,331 $13.9M
Householder Group Estate & Retirement Specialist, LLC 3.89% Reduce -1.6% 16,295 $13.9M
Greenleaf Trust 0.13% Add +2.3% 16,295 $13.9M
Chartwell Investment Partners, LLC 0.49% Reduce -5.0% 16,293 $13.8M
W1M Investment Management Ltd 0.26% Reduce -85.9% 16,261 $13.8M
Credit Agricole S A 0.08% Reduce -45.1% 16,222 $13.8M
Liberty Capital Management, Inc. 3.26% Reduce -0.7% 16,190 $13.8M
Two Sigma Securities, LLC 0.65% Add +2195.9% 16,140 $13.7M
Sigma Investment Counselors Inc. 0.85% Add +0.3% 16,013 $13.6M
Beck Bode, LLC 2.73% Add +1.7% 15,957 $13.6M
Mattern Capital Management, LLC 1.87% Reduce -1.4% 15,934 $13.5M
Regency Capital Management Inc.\DE 8.70% Add +0.2% 15,897 $13.5M
Integrated Advisors Network LLC 0.70% Reduce -3.6% 15,859 $13.5M
Silvant Capital Management LLC 0.60% Reduce -0.8% 15,827 $13.5M
Global Retirement Partners, LLC 0.42% Add +24.6% 15,719 $13.4M
Arthur M. Cohen & Associates, LLC 2.45% Add +3.2% 15,708 $13.4M
Kanawha Capital Management LLC 1.05% Add +3.9% 15,699 $13.3M
Axxcess Wealth Management, LLC 0.36% Add +6.7% 15,666 $13.3M
Sienna Gestion 1.18% Add +4.3% 15,652 $13.3M
IFP Advisors, Inc 0.53% Reduce -0.1% 15,516 $13.3M
Purus Wealth Management, LLC 5.85% Add +4.4% 15,591 $13.3M
Oppenheimer Asset Management Inc. 0.17% Add +11.7% 15,588 $13.2M
NWK Group, Inc. 5.57% Add +0.0% 15,584 $13.2M
DoubleLine ETF Adviser LP 3.49% Reduce -6.0% 15,580 $13.2M
First Trust Direct Indexing L.P. 0.82% Add +12.7% 15,520 $13.2M
L.M. Kohn & Company 3.57% Reduce -1.9% 15,514 $13.2M
Great Valley Advisor Group, Inc. 0.37% Add +2.5% 15,436 $13.1M
Stratos Wealth Advisors, LLC 0.64% Reduce -6.3% 15,324 $13.0M
IMC-Chicago, LLC 0.42% New 15,312 $13.0M
Chapman Investment Management, LLC 9.88% Reduce -6.4% 15,283 $13.0M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3.37% Reduce -16.1% 15,279 $13.0M
WealthPLAN Partners, LLC 1.39% Add +3.8% 15,269 $13.0M
Trifecta Capital Advisors, LLC 2.84% Add +5.5% 15,097 $12.8M
Peachtree Investment Partners, LLC 5.02% Add +0.0% 15,054 $12.8M
Biondo Investment Advisors, LLC 1.89% Add +2.7% 15,037 $12.8M
Western Wealth Management, LLC 0.95% Add +4.4% 15,034 $12.8M
Lakeside Advisors, INC. 8.29% Reduce -0.9% 15,025 $12.8M
Empirical Finance, LLC 0.79% Reduce -6.5% 14,934 $12.7M
GAM Holding AG 0.97% Add +9.1% 14,908 $12.7M
Mengis Capital Management, Inc. 2.58% Reduce -45.2% 14,894 $12.7M
Laird Norton Wetherby Wealth Management, LLC 0.60% Reduce -2.7% 14,879 $12.6M
NewEdge Wealth, LLC 0.27% Reduce -3.4% 14,862 $12.6M
Stephens Inc. 0.19% Reduce -0.0% 14,859 $12.6M
MassMutual Private Wealth & Trust, FSB 0.38% Add +1.3% 14,812 $12.6M
Capital Planning Advisors, LLC 2.15% Add +1.2% 14,765 $12.6M
Nations Financial Group Inc, /Ia/ 1.02% Reduce -1.0% 14,748 $12.5M
Northwest & Ethical Investments L.P. 0.36% Add +0.2% 14,723 $12.5M
Community Financial Services Group, LLC 2.69% Reduce -5.4% 14,706 $12.5M
Ramsay, Stattman, Vela & Price, Inc. 2.36% Add +0.1% 14,693 $12.5M
Valeo Financial Advisors, LLC 0.39% Reduce -0.8% 14,636 $12.4M
PFG Advisors 0.84% Reduce -2.5% 14,586 $12.4M
Slow Capital, Inc. 2.00% Reduce -12.9% 14,569 $12.4M
Hartford Financial Management Inc. 2.65% Reduce -1.1% 14,525 $12.3M
Burns J W & Co. Inc. 1.66% Add +1.8% 14,492 $12.3M
Appleton Partners Inc. 0.95% Reduce -4.3% 14,486 $12.3M
Raab & Moskowitz Asset Management LLC 3.35% Reduce -2.5% 14,482 $12.3M
Mutual Advisors, LLC 0.37% Add +7.0% 15,043 $12.3M
Fayez Sarofim & Co 0.03% Add +4.7% 14,386 $12.2M
Verdence Capital Advisors LLC 1.09% Reduce -0.1% 14,349 $12.2M
Unio Capital LLC 5.12% Reduce -9.5% 14,334 $12.2M
Kentucky Retirement Systems Insurance Trust Fund 0.82% Reduce -2.3% 14,305 $12.2M
Tompkins Financial Corp. 1.27% Reduce -0.1% 14,288 $12.1M
Baker Ellis Asset Management LLC 1.82% Add +0.8% 14,226 $12.1M
Peterson Wealth Services 4.22% Reduce -0.2% 14,195 $12.1M
Vident Advisory, LLC 0.33% Add +7.6% 14,183 $12.1M
Northwestern Mutual Investment Management Company, LLC 0.31% Add +0.2% 14,114 $12.0M
Capital Investment Counsel, LLC 2.35% Add +9.8% 14,108 $12.0M
W.G. Shaheen & Associates DBA Whitney & Co 1.37% Reduce -0.6% 14,081 $12.0M
WealthPlan Investment Management, LLC 1.80% Add +0.3% 13,980 $11.9M
Marietta Wealth Management, LLC 1.85% Add +9.4% 13,975 $11.9M
First Western Trust Bank 0.57% Reduce -12.8% 13,966 $11.9M
Caldwell Trust Co 1.31% Add +4.7% 13,929 $11.8M
Webster Bank, N. A. 1.30% Add +0.8% 13,893 $11.8M
Wealthspire Advisors, LLC 0.15% Add +32.0% 13,824 $11.8M
Perennial Advisors, LLC 2.62% Reduce -1.6% 13,729 $11.7M
FourThought Financial Partners, LLC 1.49% Reduce -1.1% 13,640 $11.6M
FRG Family Wealth Advisors LLC 2.24% Add +0.0% 14,160 $11.6M
Strategic Planning Group, LLC 2.53% Add +9.0% 13,607 $11.6M
Nilsine Partners, LLC 1.54% Add +1.9% 13,538 $11.5M
Eagle Asset Management Inc. 0.06% Add +10.4% 13,496 $11.4M
Sumitomo Life Insurance Co. 0.26% Add +33.4% 15,084 $11.4M
Broadleaf Partners, LLC 2.76% Reduce -1.0% 13,412 $11.4M
Mission Wealth Management, LP 0.31% Reduce -0.1% 13,409 $11.4M
Schnieders Capital Management LLC 2.31% Reduce -0.4% 13,375 $11.4M
Berger Financial Group, Inc 0.91% Reduce -2.2% 13,358 $11.4M
First National Bank of Mount Dora, Trust Investment Services 2.72% Reduce -12.4% 13,272 $11.3M
Roffman Miller Associates Inc. 0.74% Add +42.2% 13,233 $11.2M
TLW Wealth Management, LLC 7.00% Reduce -1.1% 13,214 $11.2M
Thoroughbred Financial Services, LLC 0.75% Add +18.4% 13,185 $11.2M
Gouws Capital LLC 8.02% Add +5.1% 13,182 $11.2M
Kingfisher Capital LLC 2.64% Reduce -0.5% 13,176 $11.2M
Ashton Thomas Private Wealth, LLC 0.62% Reduce -0.4% 13,125 $11.2M
Plato Investment Management Ltd 1.04% Add +4.3% 13,117 $11.1M
Stokes Capital Advisors, LLC 3.10% Reduce -3.9% 13,111 $11.1M
Mirae Asset Securities (usa) Inc. 0.71% — 13,081 $11.1M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.00% Add +205.2% 13,021 $11.1M
National Mutual Insurance Federation of Agricultural Cooperatives 0.11% New 13,000 $11.0M
Boston Family Office LLC 0.79% Reduce -1.4% 12,923 $11.0M
Buckingham Strategic Wealth, LLC 0.11% Add +5.3% 12,890 $11.0M
Barometer Capital Management Inc. 4.22% Reduce -8.8% 12,895 $10.9M
German American Bancorp, Inc. 1.25% Add +3.1% 12,844 $10.9M
Duncker Streett & Co. Inc. 2.09% Add +0.5% 12,815 $10.9M
Kesler, Norman & Wride, LLC 2.31% Reduce -7.0% 12,811 $10.9M
Thornburg Investment Management Inc. 0.15% Reduce -44.0% 12,792 $10.9M
TCV Trust & Wealth Management, Inc. 1.04% Add +3.4% 12,786 $10.9M
Capital Investment Advisors, LLC 0.25% Add +9.1% 12,781 $10.9M
Westwood Holdings Group Inc. 0.09% Reduce -18.9% 12,764 $10.8M
Defender Capital, LLC. 3.70% Add +8.9% 12,754 $10.8M
Wilsey Asset Management Inc. 2.27% Reduce -0.2% 12,720 $10.8M
LMCG Investments, LLC 0.63% Reduce -3.0% 12,719 $10.8M
Red Door Wealth Management, LLC 1.90% Add +5.0% 12,693 $10.8M
GPM Growth Investors, Inc. 4.58% — 12,675 $10.8M
Aviso Financial Inc. 0.60% — 12,659 $10.8M
Arrowstreet Capital, Limited Partnership 0.01% Add +2127.5% 12,652 $10.8M
Evexia Wealth LLC 4.03% Reduce -2.0% 12,682 $10.7M
Garrison Bradford & Associates Inc. 11.04% Add +0.1% 12,644 $10.7M
Meiji Yasuda Asset Management Co Ltd. 0.44% Add +4.4% 12,631 $10.7M
United Services Automobile Association 0.27% Reduce -5.4% 12,623 $10.7M
Osborne Partners Capital Management, LLC 0.64% Add +0.2% 12,573 $10.7M
Hancock Whitney Corp. 0.36% Reduce -4.2% 12,523 $10.6M
Silicon Valley Capital Partners 1.46% Reduce -1.1% 12,438 $10.6M
Signaturefd, LLC 0.21% Add +1.9% 12,400 $10.5M
Mgo One Seven LLC 0.50% Add +36.2% 12,393 $10.5M
Rice Partnership, LLC 2.29% Add +2.1% 12,379 $10.5M
Vision Capital Management, Inc. 1.57% Reduce -0.5% 12,378 $10.5M
American Money Management, LLC 2.24% Reduce -4.6% 12,355 $10.5M
SlateStone Wealth, LLC 1.14% Reduce -2.1% 12,335 $10.5M
Kercheville Advisors, LLC 4.54% Reduce -0.9% 12,319 $10.5M
Park State Asset Management 6.22% Reduce -4.2% 12,317 $10.5M
GHP Investment Advisors, Inc. 0.52% Reduce -36.4% 12,308 $10.5M
Pitcairn Co. 0.64% Add +7.2% 12,295 $10.5M
Resources Management Corp. /CT/ 1.52% Reduce -2.5% 12,281 $10.4M
Blue Fin Capital, Inc. 2.08% Add +2.3% 12,254 $10.4M
Oak Harvest Investment Services 1.64% Add +125.8% 12,254 $10.4M
Simmons Bank 0.79% Add +3.8% 12,243 $10.4M
McKinley Capital Management LLC 1.82% Reduce -12.9% 12,220 $10.4M
1ST Source Bank 0.61% Reduce -1.8% 12,204 $10.4M
King Wealth Management Group 1.73% Reduce -0.5% 12,178 $10.4M
GTS Securities LLC 0.21% Reduce -10.3% 12,157 $10.3M
Whalerock Point Partners, LLC 2.75% Add +0.6% 12,087 $10.3M
Caprock Group, LLC 0.42% Add +68.7% 12,075 $10.3M
Addenda Capital Inc. 0.40% Reduce -19.7% 12,057 $10.2M
Guardian Capital Advisors LP 1.08% Reduce -12.0% 11,481 $10.2M
Petix & Botte Co 2.87% Add +100.0% 11,918 $10.1M
Nikulski Financial, Inc. 3.22% Reduce -0.5% 11,910 $10.1M
Ascent Group, LLC 0.82% Add +1.8% 11,861 $10.1M
Meiji Yasuda Life Insurance Co 0.20% Add +5.5% 11,843 $10.1M
Avantax Planning Partners, Inc. 0.32% Reduce -8.8% 11,811 $10.0M
Baugh & Associates, LLC 5.20% Reduce -3.0% 11,434 $10.0M
SFE Investment Counsel 2.22% Add +1.0% 11,754 $10.0M
Bfsg, LLC 1.26% Reduce -4.7% 11,745 $10.0M
Entropy Technologies, LP 1.08% New 11,734 $10.0M
Hoffman, Alan N Investment Management 4.92% Reduce -0.0% 11,729 $10.0M
Jackson Wealth Management, LLC 2.14% Reduce -40.3% 11,726 $10.0M
Cypress Asset Management Inc. 2.56% Add +2.5% 11,501 $10.0M
Texas Capital Bank Wealth Management Services Inc 1.03% Add +4.3% 11,697 $9.9M
One Capital Management, LLC 0.34% Add +36.5% 11,696 $9.9M
K.J. Harrison & Partners Inc 1.63% Reduce -1.0% 11,640 $9.9M
Bensler, LLC 1.33% Reduce -4.4% 11,638 $9.9M
Journey Advisory Group, LLC 1.18% Add +7.5% 11,614 $9.9M
Mather Group, Llc. 0.12% Add +68.4% 13,411 $9.8M
Waverly Advisors, LLC 0.19% Add +196.6% 11,465 $9.7M
Texas Yale Capital Corp. 0.46% Add +0.2% 11,456 $9.7M
McBroom & Associates, LLC 6.09% Reduce -0.5% 11,444 $9.7M
North Star Investment Management Corp. 0.71% Reduce -0.5% 11,428 $9.7M
Spirepoint Private Client, LLC 1.37% Add +3.2% 11,387 $9.7M
Campbell & CO Investment Adviser LLC 0.82% Add +2603.1% 11,380 $9.7M
Simplicity Wealth,LLC 0.22% Add +5.2% 11,377 $9.7M
Palisade Capital Management, LP 0.30% Reduce -3.3% 11,371 $9.7M
Sterling Investment Advisors, Ltd. 2.61% Reduce -2.3% 11,363 $9.7M
Wesbanco Bank Inc. 0.36% Add +3.0% 11,351 $9.6M
Gotham Asset Management 0.12% Reduce -6.8% 11,321 $9.6M
Reynders McVeigh Capital Management, LLC 0.54% Add +2.0% 11,273 $9.6M
Americana Partners, LLC 0.75% Add +20.0% 11,236 $9.6M
Moneta Group Investment Advisors LLC 0.15% Add +24.4% 11,211 $9.5M
Clarity Wealth Advisors, LLC 3.08% Reduce -5.3% 11,196 $9.5M
Benjamin Edwards Inc. 1.83% Add +1.8% 11,193 $9.5M
Savant Capital, LLC 0.10% Reduce -1.6% 11,192 $9.5M
Sawgrass Asset Management LLC 1.03% Reduce -45.3% 11,146 $9.5M
Groupama Asset Managment 0.13% Add +204.7% 11,123 $9.5M
Bradley & Co. Private Wealth Management, LLC 6.97% Reduce -4.4% 11,085 $9.4M
Contravisory Investment Management, Inc. 2.08% Add +1273.8% 11,059 $9.4M
NorthRock Partners, LLC 0.35% Add +0.6% 11,027 $9.4M
Ethic Inc. 0.22% Add +5.7% 11,013 $9.4M
RWQ Financial Management Services, Inc. 3.38% Add +21.4% 10,969 $9.3M
Meridian Wealth Advisors, LLC 1.66% Add +2.3% 10,925 $9.3M
Thematics Asset Management 0.38% Reduce -19.9% 10,915 $9.3M
Carderock Capital Management Inc. 2.42% Add +3.3% 10,876 $9.2M
Goelzer Investment Management, Inc. 0.52% Reduce -0.5% 10,874 $9.2M
Seaview Investment Managers LLC 2.78% New 10,859 $9.2M
Hanson & Doremus Investment Management 1.54% Add +0.8% 10,823 $9.2M
Telos Capital Management, Inc. 1.01% Reduce -1.6% 10,768 $9.2M
Nelson Capital Management, LLC 1.61% Reduce -1.3% 10,708 $9.1M
Buckley Wealth Management, LLC 2.88% Reduce -0.1% 10,704 $9.1M
Luts & Greenleigh Group, Inc. 9.41% — 10,638 $9.0M
Tower Bridge Advisors 1.02% Reduce -1.7% 10,625 $9.0M
Financial Advocates Investment Management 0.56% Reduce -10.7% 10,614 $9.0M
Bogart Wealth, LLC 0.46% Reduce -13.2% 10,581 $9.0M
Focus Financial Network, Inc. 0.38% Add +0.4% 10,623 $9.0M
Moran Wealth Management, LLC 0.29% Reduce -2.7% 10,540 $9.0M
World Investment Advisors 0.56% Add +304.7% 10,505 $8.9M
Gladstone Institutional Advisory LLC 0.46% Reduce -3.4% 10,481 $8.9M
Country Club Bank 0.62% Reduce -11.8% 10,447 $8.9M
Compound Planning, Inc. 0.65% Add +26.6% 10,403 $8.8M
Knuff & Co LLC 2.86% Reduce -0.5% 10,359 $8.8M
S.E.E.D. Planning Group LLC 3.19% Reduce -3.8% 10,308 $8.8M
First Washington CORP 3.24% Add +0.9% 10,304 $8.8M
Cohen Klingenstein LLC 0.32% No change 10,300 $8.8M
ROI Financial Advisors, LLC 6.35% Reduce -0.1% 10,285 $8.7M
Pinebridge Investments, L.P. 0.07% Reduce -37.1% 10,261 $8.7M
Pallas Capital Advisors LLC 0.39% Add +5.4% 10,379 $8.7M
Moors & Cabot, Inc. 0.46% Add +12.3% 10,236 $8.7M
Lombard Odier Asset Management (Switzerland) SA 0.88% Add +2.3% 10,227 $8.7M
Beck Mack & Oliver LLC 0.18% Reduce -1.4% 10,179 $8.7M
Keeler Thomas Management LLC 2.94% Reduce -2.3% 10,159 $8.6M
Checchi Capital Advisers, LLC 0.68% Add +0.4% 10,141 $8.6M
Baldwin Investment Management, LLC 1.17% Reduce -2.0% 10,073 $8.6M
CFM Wealth Partners LLC 1.57% Add +7.6% 10,058 $8.5M
Consolidated Capital Management, LLC 4.07% Add +14.9% 10,014 $8.5M
Hartline Investment Corp./ 1.14% Add +190.5% 10,012 $8.5M
Relative Value Partners Group, LLC 1.10% Add +1467.7% 9,986 $8.5M
Lake Street Private Wealth, LLC 1.10% Add +16.1% 9,986 $8.5M
Bleakley Financial Group, LLC 0.24% Add +2.9% 9,972 $8.5M
Arlington Financial Advisors, LLC 1.85% Reduce -2.1% 9,915 $8.4M
Belpointe Asset Management LLC 0.59% Add +34.0% 9,912 $8.4M
Mount Vernon Associates Inc. 7.47% Reduce -5.5% 9,882 $8.4M
Vantage Investment Partners, LLC 0.76% Reduce -12.8% 9,826 $8.4M
SeaCrest Wealth Management, LLC 0.95% Add +3.4% 9,818 $8.3M
Chelsea Counsel Co. 4.15% No change 9,775 $8.3M
Busey Bank 0.28% Reduce -28.9% 9,761 $8.3M
IHT Wealth Management, LLC 0.31% Reduce -0.2% 9,736 $8.3M
DLK Investment Management, LLC 3.40% Reduce -24.6% 9,656 $8.2M
NorthCoast Asset Management LLC 0.07% Add +11.3% 9,646 $8.2M
Bray Capital Advisors 2.05% Reduce -0.5% 9,627 $8.2M
Legacy Trust 2.04% Reduce -8.1% 9,626 $8.2M
Hixon Zuercher, LLC 3.44% Reduce -15.4% 9,597 $8.2M
Sitrin Capital Management LLC 4.33% Add +0.2% 9,589 $8.2M
Frank, Rimerman Advisors LLC 0.58% Add +23837.5% 9,575 $8.1M
Parsons Capital Management Inc. 0.55% Add +0.5% 9,574 $8.1M
EverSource Wealth Advisors, LLC 0.54% Add +3.2% 9,892 $8.1M
Ballentine Partners, LLC 0.15% Add +5.5% 9,508 $8.1M
Empowered Funds, LLC 0.14% Add +11.4% 9,474 $8.1M
Banco Santander, S.A. 0.10% Reduce -13.2% 9,467 $8.0M
Baker Avenue Asset Management, LP 0.27% Reduce -1.2% 9,459 $8.0M
Procyon Advisors, LLC 0.59% Reduce -6.7% 9,431 $8.0M
Pavion Blue Capital, LLC 3.95% Reduce -0.0% 9,429 $8.0M
Great Lakes Retirement, Inc. 1.10% Add +5.3% 9,424 $8.0M
Howland Capital Management LLC 0.38% Reduce -0.5% 9,398 $8.0M
Ayrshire Capital Management LLC 4.04% Add +0.1% 9,331 $7.9M
Meritage Portfolio Management 0.50% Reduce -1.1% 9,275 $7.9M
Taikang Asset Management (Hong Kong) Co Ltd 1.22% No change 9,274 $7.9M
Jamison Private Wealth Management, Inc. 1.30% Add +0.4% 9,230 $7.8M
Weik Capital Management 3.35% Reduce -5.3% 9,213 $7.8M
Kenora Financial, LLC 3.27% Reduce -0.1% 9,202 $7.8M
AMJ Financial Wealth Management 2.43% Add +1.1% 9,196 $7.8M
Geneos Wealth Management Inc. 0.35% Add +14.3% 9,153 $7.8M
First Personal Financial Services 1.76% Reduce -12.3% 9,151 $7.8M
Harbour Investments, Inc. 0.26% Add +2.9% 9,136 $7.8M
Institute for Wealth Management, LLC. 1.04% Add +7.5% 9,127 $7.8M
GPS Wealth Strategies Group, LLC 1.16% Reduce -0.1% 9,114 $7.7M
Howe & Rusling Inc. 0.70% Add +3.1% 9,064 $7.7M
Livforsakringsbolaget Skandia, Omsesidigt 0.63% Add +16.1% 9,035 $7.7M
Skye Global Management LP 0.17% Reduce -14.1% 9,020 $7.7M
Cordgrass Capital Advisors, LLC 2.40% No change 8,997 $7.6M
Pecaut & Co. 2.89% Reduce -0.4% 8,964 $7.6M
Legacy Private Trust Co. 0.54% Reduce -3.7% 8,954 $7.6M
First Hawaiian Bank 0.26% Reduce -7.5% 8,934 $7.6M
Narwhal Capital Management 0.72% Reduce -2.0% 8,912 $7.6M
TFG Advisers LLC 2.94% Reduce -1.7% 8,898 $7.6M
American Trust 0.62% Reduce -3.7% 8,890 $7.6M
LS Investment Advisors, LLC 1.18% Add +0.0% 8,888 $7.6M
Robertson Stephens Wealth Management, LLC 0.40% Add +28.9% 8,880 $7.5M
Atlantic Union Bankshares Corp 0.47% Add +56.6% 8,862 $7.5M
Cape Cod Five Cents Savings Bank 0.73% Reduce -7.3% 8,858 $7.5M
Fifth Third Wealth Advisors LLC 0.57% Add +91.7% 8,827 $7.5M
Turtle Creek Wealth Advisors, LLC 1.74% Add +11.8% 8,819 $7.5M
Hills Bank & Trust Co 0.61% Reduce -1.8% 8,806 $7.5M
Barr E S & Co. 0.49% Reduce -2.2% 8,787 $7.5M
LMR Partners LLP 0.20% New 8,774 $7.5M
Venture Visionary Partners LLC 0.35% Add +2.2% 8,739 $7.4M
Longbow Finance SA 0.77% Reduce -5.3% 8,739 $7.4M
Motley Fool Wealth Management, LLC 0.38% Add +1.3% 8,604 $7.4M
Trust Co. of Oklahoma 2.60% Reduce -1.6% 8,701 $7.4M
Asset Dedication, LLC 0.51% Reduce -1.4% 8,699 $7.4M
Coastline Trust Co 0.87% Add +1.4% 8,698 $7.4M
PEAK6 Investments LLC 0.34% Add +434450.0% 8,691 $7.4M
Griffin Asset Management, Inc. 0.86% Reduce -0.1% 8,690 $7.4M
Colonial Trust Co / SC 1.30% Add +0.3% 8,683 $7.4M
Covington Investment Advisors Inc. 1.18% Reduce -9.2% 8,679 $7.4M
Sage Capital Advisors,llc 2.11% Add +1.2% 8,637 $7.3M
Dana Investment Advisors, Inc. 0.25% Reduce -3.3% 8,607 $7.3M
Transamerica Financial Advisors, LLC 0.78% No change 8,597 $7.3M
Montecito Bank & Trust 1.49% Reduce -4.1% 8,595 $7.3M
Rockline Wealth Management, LLC 2.25% Add +4.5% 8,575 $7.3M
Townsend Asset Management Corp. /NC/ 2.80% Add +1.3% 8,499 $7.2M
Schechter Investment Advisors, LLC 0.54% Reduce -1.3% 8,469 $7.2M
Group One Trading LLC 0.23% Add +18.4% 8,442 $7.2M
Diamant Asset Management, Inc. 4.80% No change 8,435 $7.2M
Agur Provident & Training Funds Management Ltd. 2.06% No change 8,400 $7.1M
Cypress Capital Group 0.85% Reduce -0.6% 8,386 $7.1M
180 Wealth Advisors, LLC 1.16% Reduce -4.6% 8,416 $7.1M
Chronos Wealth Management, LLC 3.95% Reduce -2.0% 8,364 $7.1M
Merriman Wealth Management, LLC 0.31% Add +3.0% 8,342 $7.1M
Bull Street Advisors, LLC 3.42% Reduce -2.3% 8,328 $7.1M
Trivium Point Advisory, LLC 1.05% Add +6.5% 8,326 $7.1M
Clarius Group, LLC 0.50% Reduce -1.4% 8,322 $7.1M
William Allan Corp 4.72% Reduce -0.4% 8,299 $7.1M
Edgestream Partners, L.P. 0.34% Reduce -4.8% 8,290 $7.0M
RAM Investment Partners, LLC 2.04% Reduce -7.8% 8,283 $7.0M
Glenview Trust Co 0.14% Add +3.5% 8,283 $7.0M
Stiles Financial Services Inc 2.70% Reduce -1.9% 8,249 $7.0M
Concurrent Investment Advisors, LLC 0.23% Add +22.8% 8,251 $7.0M
Good Life Advisors, LLC 0.58% Reduce -2.9% 8,247 $7.0M
Cerro Pacific Wealth Advisors LLC 2.68% — 8,243 $7.0M
Avanda Investment Management Pte. Ltd. 1.06% Reduce -31.4% 8,243 $7.0M
SteelPeak Wealth, LLC 0.33% Reduce -4.3% 8,190 $7.0M
Lombard Odier Asset Management (Europe) Ltd 0.48% New 8,188 $7.0M
Zevenbergen Capital Investments LLC 0.15% Reduce -2.9% 8,185 $7.0M
Angeles Wealth Management, LLC 0.65% Add +3.3% 8,184 $7.0M
Courier Capital LLC 0.55% Reduce -1.3% 8,176 $6.9M
Aviance Capital Partners, LLC 0.99% Add +124.4% 8,149 $6.9M
Cassaday & Co Wealth Management LLC 0.22% Add +0.4% 8,091 $6.9M
HCR Wealth Advisors 0.98% Reduce -0.6% 8,089 $6.9M
China Universal Asset Management Co., Ltd. 0.97% Add +4.7% 8,084 $6.9M
HUB Investment Partners, LLC 0.33% Add +5.1% 8,062 $6.9M
L & S Advisors Inc 0.88% Reduce -12.0% 8,055 $6.8M
Kingswood Wealth Advisors, LLC 0.62% Add +40.8% 8,040 $6.8M
Fulton Bank, N.A. 0.28% Add +7.6% 8,039 $6.8M
Principal Securities, Inc. 0.19% Add +16.4% 8,035 $6.8M
Harbour Capital Advisors, LLC 1.61% Add +0.0% 8,031 $6.8M
Meeder Advisory Services, Inc. 0.48% Add +35.1% 7,964 $6.8M
CX Institutional 0.32% Reduce -6.8% 7,961 $6.8M
Gilder Gagnon Howe & Co. LLC 0.08% Reduce -12.2% 7,955 $6.8M
Capital Group Investment Management Pte. LTD. 1.46% Add +0.8% 7,953 $6.8M
Fiduciary Group, LLC 0.73% Reduce -1.6% 7,934 $6.7M
Praxis Investment Management Inc. 0.47% Add +5.9% 9,323 $6.7M
Trust Co. of Toledo NA 0.97% Add +10.7% 7,928 $6.7M
Pine Valley Investments Ltd Liability Co 0.50% Reduce -1.0% 7,924 $6.7M
Spinnaker Trust 0.43% Reduce -3.1% 7,917 $6.7M
AIA Group Ltd 0.20% Add +28.8% 7,904 $6.7M
Sumitomo Mitsui Financial Group, Inc. 0.21% Reduce -8.4% 7,899 $6.7M
Trust Co of Kansas 3.51% Reduce -1.6% 7,888 $6.7M
Bremer Bank National Association 1.31% Reduce -3.2% 7,879 $6.7M
Mitchell Capital Management Co. 1.18% Add +1.4% 7,856 $6.7M
Anchor Investment Management, LLC 0.69% Reduce -1.4% 7,839 $6.7M
Choate Investment Advisors 0.17% Reduce -7.9% 7,834 $6.7M
Banque Pictet & Cie SA 0.07% Reduce -16.8% 7,830 $6.7M
NJ State Employees Deferred Compensation Plan 0.82% No change 7,800 $6.6M
Bard Financial Services, Inc. 0.68% No change 7,735 $6.6M
TRUE Private Wealth Advisors 0.74% Add +3.2% 7,717 $6.6M
Baron Capital (BAMCO) 0.02% No change 7,715 $6.6M
Diversify Wealth Management, LLC 0.81% — 8,149 $6.5M
Capital Analysts, LLC 0.29% Reduce -0.9% 7,685 $6.5M
Connecticut Wealth Management, LLC 0.34% Add +3.3% 7,665 $6.5M
Encompass Wealth Advisors, LLC 1.74% Add +0.5% 7,661 $6.5M
J.W. Cole Advisors, Inc. 0.31% Add +52.1% 7,645 $6.5M
Conning Inc. 0.24% Add +145.7% 7,643 $6.5M
First National Advisers, LLC 1.19% Add +1.9% 7,630 $6.5M
Silphium Asset Management Ltd 3.10% No change 7,622 $6.5M
St Germain D J Co. Inc. 0.31% Reduce -1.1% 7,600 $6.5M
EFG Asset Management (North America) Corp. 1.12% Reduce -3.8% 7,592 $6.5M
Carroll Investors, Inc 4.51% Add +32.6% 7,578 $6.4M
City Holding Co. 0.95% Add +8.0% 7,575 $6.4M
Hodges Capital Management Inc. 0.43% Reduce -0.0% 7,556 $6.4M
Auxier Asset Management LLC 1.01% Reduce -0.1% 7,542 $6.4M
Schmidt P J Investment Management Inc. 1.17% Add +0.5% 7,531 $6.4M
Twin Capital Management Inc. 0.75% Add +1.0% 7,516 $6.4M
ClariVest Asset Management LLC 0.65% Reduce -4.7% 7,511 $6.4M
Stanley-Laman Group, Ltd. 0.84% Add +2.0% 7,503 $6.4M
Hudson Value Partners, LLC 2.69% Reduce -0.4% 7,478 $6.4M
Clearstead Trust, LLC 1.58% Add +0.7% 7,475 $6.4M
Fort Washington Investment Advisors Inc. 0.04% Reduce -3.0% 7,440 $6.3M
Indiana Trust & Investment Management Co 2.31% Add +2.4% 7,412 $6.3M
Bahl & Gaynor LLC 0.04% Add +1.4% 7,402 $6.3M
Parallax Volatility Advisers, L.P. 0.18% New 7,350 $6.2M
Westover Capital Advisors, LLC 1.61% Reduce -1.8% 7,341 $6.2M
Symmetry Investments LP 0.78% No change 7,319 $6.2M
Enterprise Bank & Trust Co 2.12% Reduce -0.4% 7,318 $6.2M
Bank of Stockton 1.97% Reduce -0.5% 7,311 $6.2M
Dorsey & Whitney Trust CO LLC 0.43% Reduce -12.6% 7,311 $6.2M
First Interstate Bank 0.41% Reduce -1.9% 7,307 $6.2M
Stony Point Capital LLC 1.59% New 7,303 $6.2M
Tranquility Partners, LLC 2.38% Reduce -0.9% 7,279 $6.2M
Peterson Wealth Management 3.81% Add +0.4% 7,260 $6.2M
Csenge Advisory Group 0.35% Add +1.3% 7,259 $6.2M
Highline Wealth Partners LLC 2.32% Add +8.1% 7,238 $6.2M
Diversified Trust Co. 0.17% Add +10.4% 7,228 $6.1M
Mount Lucas Management LP 2.17% Add +71.9% 7,192 $6.1M
Mission Creek Capital Partners, Inc. 1.53% Add +17.7% 7,165 $6.1M
United Capital Management of KS, Inc. 1.34% Reduce -1.4% 7,162 $6.1M
DORCHESTER WEALTH MANAGEMENT Co 1.17% Reduce -5.0% 7,147 $6.1M
Carlton Hofferkamp & Jenks Wealth Management, LLC 2.38% Reduce -0.7% 7,498 $6.1M
Nicolet Bankshares Inc. 1.27% Reduce -2.2% 7,139 $6.1M
Argus Investors' Counsel, Inc. 3.73% Reduce -3.0% 7,137 $6.1M
Shorepoint Capital Partners LLC 1.42% Add +3.6% 7,124 $6.1M
Pacific Global Investment Management Co. 1.15% Reduce -0.6% 7,108 $6.0M
Dillon & Associates Inc. 0.88% Add +7.1% 7,107 $6.0M
Wealthcare Advisory Partners LLC 0.19% Add +12.7% 7,084 $6.0M
Manchester Financial Inc. 1.48% Reduce -0.3% 7,056 $6.0M
STF Management LP 2.53% Reduce -4.7% 7,051 $6.0M
Tritonpoint Wealth, LLC 0.58% Reduce -3.7% 7,050 $6.0M
Jackson Square Capital, LLC 1.47% Reduce -6.2% 7,041 $6.0M
Etesian Wealth Advisors, Inc. 3.35% Add +0.6% 7,022 $6.0M
Concentric Wealth Management, LLC 1.55% Reduce -2.4% 7,013 $6.0M
Trek Financial, LLC 0.47% Add +6.6% 7,009 $6.0M
KP Management LLC 2.24% No change 7,000 $5.9M
Wimmer Associates 1, LLC 3.05% Reduce -0.2% 6,999 $5.9M
Elite Wealth Management, Inc. 1.30% Add +0.1% 6,977 $5.9M
Farther Finance Advisors, LLC 0.29% Add +27.7% 7,012 $5.9M
Bellevue Asset Management, LLC 3.24% Reduce -1.8% 6,910 $5.9M
HBK Sorce Advisory LLC 0.20% Add +0.2% 6,899 $5.9M
River Wealth Advisors LLC 0.84% Add +4.1% 6,897 $5.9M
Tower View Wealth Management LLC 3.35% Add +1.8% 6,866 $5.8M
Koshinski Asset Management, Inc. 0.54% Reduce -1.5% 6,575 $5.8M
Accent Capital Management, LLC 3.58% Add +0.4% 6,853 $5.8M
Prio Wealth Limited Partnership 0.17% Reduce -5.7% 6,844 $5.8M
Bridgeway Capital Management, LLC 0.14% Reduce -36.1% 6,840 $5.8M
Certified Advisory Corp 0.73% Add +8.8% 6,832 $5.8M
Mountain Pacific Investment Advisers LLC 0.43% Reduce -22.8% 6,830 $5.8M
Ibex Wealth Advisors 0.91% Add +853.4% 6,826 $5.8M
Regal Investment Advisors LLC 0.38% Reduce -0.7% 6,813 $5.8M
Centered Wealth LLC dba Miller Equity Capital Advisors 2.40% No change 6,800 $5.8M
Spirit of America Management Corp. 1.17% Reduce -0.7% 6,781 $5.8M
Level Four Advisory Services, LLC 0.26% Reduce -22.4% 6,777 $5.8M
Northcape Wealth Management, LLC 2.08% Reduce -0.9% 6,774 $5.8M
Pure Financial Advisors, LLC 0.16% Reduce -0.6% 6,752 $5.7M
Trinity Legacy Partners, LLC 1.63% Reduce -0.2% 6,732 $5.7M
Godshalk Welsh Capital Management, Inc. 3.81% Reduce -1.1% 6,719 $5.7M
Blume Capital Management, Inc. 1.38% Reduce -0.7% 6,704 $5.7M
Wintrust Investments LLC 0.46% Add +1.1% 6,685 $5.7M
Kennedy Capital Management LLC 0.12% Reduce -10.7% 6,672 $5.7M
RFG Advisory, LLC 0.18% Add +20.7% 6,669 $5.7M
Norris Perne & French LLP 0.41% Reduce -10.0% 6,661 $5.7M
Hohimer Wealth Management, LLC 1.31% Add +1.9% 6,644 $5.6M
Catalyst Capital Advisors LLC 0.13% Add +0.1% 6,631 $5.6M
Woodmont Investment Counsel LLC 0.46% Add +1.4% 6,626 $5.6M
Symphony Financial, Ltd. Co. 1.03% Add +26.8% 6,602 $5.6M
GAMCO Investors 0.06% Reduce -41.3% 6,591 $5.6M
Avior Wealth Management, LLC 0.24% Reduce -3.8% 6,589 $5.6M
Pacific Sage Partners, LLC 1.39% Add +0.4% 6,587 $5.6M
Leelyn Smith, LLC 1.08% Reduce -1.2% 6,584 $5.6M
M&R Capital Management Inc. 1.33% Reduce -0.0% 6,573 $5.6M
NatWest Group plc 1.91% Reduce -0.3% 6,566 $5.6M
E Fund Management Co., Ltd. 0.31% Add +6.4% 6,557 $5.6M
Bell & Brown Wealth Advisors, LLC 2.13% Add +2.6% 6,550 $5.6M
Fox Hill Wealth Management 3.40% Add +0.3% 6,543 $5.6M
Eastern Bank 0.22% Reduce -1.9% 6,537 $5.6M
Concourse Financial Group Securities, Inc. 0.35% Reduce -11.6% 6,535 $5.6M
Benin Management CORP 1.68% Reduce -3.4% 6,502 $5.5M
McIlrath & Eck, LLC 0.82% Add +0.1% 6,501 $5.5M
Linscomb Wealth, Inc. 0.29% Reduce -0.4% 6,500 $5.5M
Optimum Investment Advisors 2.48% Reduce -3.6% 6,498 $5.5M
Rehmann Capital Advisory Group 0.40% Reduce -0.6% 6,489 $5.5M
Rossmore Private Capital 0.72% Reduce -0.5% 6,488 $5.5M
Bank of New Hampshire 1.43% Reduce -1.3% 6,487 $5.5M
Holderness Investments Co. 1.30% Add +1.6% 6,484 $5.5M
Cohen Capital Management, Inc. 0.95% No change 6,483 $5.5M
Leisure Capital Management 2.57% Reduce -2.7% 6,476 $5.5M
Midwest Professional Planners, LTD. 1.84% Add +0.5% 6,467 $5.5M
International Assets Investment Management, LLC 0.52% Add +10.7% 6,463 $5.5M
Ghe, LLC 2.20% Reduce -0.2% 6,452 $5.5M
AlphaCore Capital LLC 1.32% Add +29.6% 6,432 $5.5M
Calamos Wealth Management LLC 0.29% Reduce -2.2% 6,392 $5.4M
Syon Capital LLC 0.50% Add +2.3% 6,382 $5.4M
Rench Wealth Management, Inc. 1.95% Add +6.3% 6,382 $5.4M
W.H. Cornerstone Investments Inc. 3.83% Reduce -2.0% 6,366 $5.4M
Summit Trail Advisors, LLC 0.14% Add +1.1% 6,365 $5.4M
Somerset Trust Co 2.22% Reduce -2.1% 6,361 $5.4M
Lion Street Advisors, LLC 2.00% Reduce -5.6% 6,346 $5.4M
Flagship Harbor Advisors, LLC 0.32% Reduce -1.1% 6,338 $5.4M
Arjuna Capital 1.45% Reduce -1.3% 6,335 $5.4M
BNC Wealth Management, LLC 1.99% Add +181.2% 6,319 $5.4M
WD Rutherford LLC 2.69% Reduce -10.1% 6,305 $5.4M
Bryn Mawr Trust Advisors, LLC 0.29% Reduce -19.5% 6,279 $5.3M
Front Row Advisors LLC 1.86% Reduce -9.1% 6,283 $5.3M
Summit Global Investments 0.38% Add +10.3% 6,279 $5.3M
Lafayette Investments, Inc. 1.21% Reduce -0.8% 6,270 $5.3M
Orleans Capital Management Corp. 3.38% Reduce -0.3% 6,256 $5.3M
Wambolt & Associates, LLC 1.54% Reduce -0.6% 6,267 $5.3M
Morse Asset Management, Inc 1.30% Reduce -3.9% 6,227 $5.3M
Ceera Investments, LLC 2.23% Reduce -0.8% 6,213 $5.3M
True North Advisors, LLC 1.41% Add +2.2% 6,207 $5.3M
BOK Financial Private Wealth, Inc. 0.38% Reduce -1.3% 6,188 $5.3M
Family Legacy, Inc. 1.88% Reduce -2.1% 6,185 $5.3M
Maven Securities LTD 0.82% Reduce -12.8% 6,180 $5.3M
Sunbelt Securities, Inc. 0.54% Add +3.1% 6,172 $5.2M
Alhambra Investment Management LLC 2.85% Reduce -1.4% 6,126 $5.2M
StrongBox Wealth, LLC 2.45% Add +1.8% 6,112 $5.2M
PFC Capital Group, Inc. 2.59% Add +5.5% 6,088 $5.2M
Next Century Growth Investors LLC 0.43% Reduce -0.3% 6,083 $5.2M
Modera Wealth Management, LLC 0.08% Reduce -2.9% 6,048 $5.1M
Roberts Wealth Advisors, LLC 1.75% Add +0.9% 5,792 $5.1M
Private Trust Co. NA 0.55% Reduce -19.4% 6,037 $5.1M
New Hampshire Trust 1.17% Add +0.4% 6,037 $5.1M
TAGStone Capital, Inc. 2.89% Add +0.4% 5,998 $5.1M
Beacon Investment Advisors LLC 2.61% Add +0.1% 5,996 $5.1M
Hall Capital Management Co. Inc. 2.42% Reduce -2.1% 5,977 $5.1M
FAS Wealth Partners, Inc. 0.44% Reduce -2.7% 5,956 $5.1M
Mattern Wealth Management LLC 1.22% Reduce -3.7% 5,956 $5.1M
ICW Investment Advisors LLC 2.29% Reduce -2.8% 5,945 $5.1M
SageView Advisory Group, LLC 0.31% Add +12.3% 5,899 $5.0M
TCI Wealth Advisors, Inc. 0.47% Add +0.2% 5,876 $5.0M
Alan B Lancz & Associates, Inc. 4.93% — 5,863 $5.0M
Parisi Gray Wealth Management 1.78% Add +1.6% 5,853 $5.0M
Strait & Sound Wealth Management LLC 2.54% Add +0.5% 5,852 $5.0M
HTLF Bank 0.57% Reduce -5.3% 5,851 $5.0M
StoneX Group Inc. 0.40% Add +9.4% 5,837 $5.0M
UNIVEST FINANCIAL Corp 1.37% Reduce -4.2% 5,814 $4.9M
Bay Rivers Group 2.56% Reduce -0.7% 5,789 $4.9M
Cherry Creek Investment Advisors, Inc. 2.57% Reduce -1.3% 5,788 $4.9M
Cornerstone Wealth Group, LLC 0.44% Add +7.0% 5,785 $4.9M
Game Plan Financial Advisors, LLC 2.71% Add +4.6% 5,776 $4.9M
Harbor Investment Advisory, LLC 0.51% Reduce -0.6% 5,774 $4.9M
Fortis Capital Management LLC 1.04% Add +105.2% 5,759 $4.9M
Principle Wealth Partners LLC 0.37% Add +0.2% 5,756 $4.9M
Clark Capital Management Group, Inc. 0.04% Add +9.4% 5,748 $4.9M
LM Advisors LLC 0.97% Reduce -8.0% 5,733 $4.9M
Tyche Wealth Partners LLC 1.19% Add +0.4% 5,731 $4.9M
CoreCap Advisors, LLC 0.50% Add +1.1% 5,712 $4.9M
WBH Advisory Inc. 0.49% Reduce -3.1% 5,702 $4.8M
Physicians Financial Services, Inc. 1.58% Add +9.6% 5,701 $4.8M
Qtron Investments LLC 0.70% No change 5,701 $4.8M
Resonant Capital Advisors, LLC 0.39% Add +3.6% 5,690 $4.8M
Madrona Financial Services, LLC 1.49% Reduce -0.9% 5,689 $4.8M
Knightsbridge Asset Management, LLC 1.21% Reduce -1.5% 5,678 $4.8M
Romano Brothers and Company 0.67% Add +1.3% 5,674 $4.8M
Pine Haven Investment Counsel, Inc 4.14% Reduce -0.8% 5,673 $4.8M
Vickerman Investment Advisors, Inc. 1.54% Reduce -2.4% 5,635 $4.8M
Schwarz Dygos Wheeler Investment Advisors LLC 1.32% Reduce -1.6% 5,629 $4.8M
Eley Financial Management, Inc 2.02% Reduce -1.0% 5,614 $4.8M
CPC Advisors, LLC 0.79% Add +12.8% 5,612 $4.8M
FineMark National Bank & Trust 0.18% Reduce -9.4% 5,602 $4.8M
Palumbo Wealth Management LLC 2.01% Reduce -0.3% 5,598 $4.8M
Parcion Private Wealth LLC 0.43% Add +30.8% 5,596 $4.8M
Dantai Capital Ltd 5.35% No change 5,591 $4.8M
Sepio Capital, LP 0.43% Reduce -1.0% 5,579 $4.7M
West Oak Capital, LLC 1.91% Add +0.6% 5,577 $4.7M
HWG Holdings LP 1.73% — 5,563 $4.7M
Trail Ridge Investment Advisors, LLC 2.44% Add +0.3% 5,557 $4.7M
United Bank 2.35% Reduce -0.6% 5,546 $4.7M
GYL Financial Synergies, LLC 0.36% Add +1.1% 5,539 $4.7M
Atlas Capital Advisors Inc. 0.61% Add +791.5% 5,536 $4.7M
Dupree Financial Group, LLC 2.28% Reduce -18.1% 5,529 $4.7M
Patron Partners, LLC 2.76% Add +2.8% 5,528 $4.7M
Rowlandmiller & Partners.adv 1.02% Reduce -3.7% 5,522 $4.7M
Carmignac Gestion 0.08% Add +47.3% 5,515 $4.7M
JPL Wealth Management, LLC 2.30% Add +14.7% 5,514 $4.7M
Cypress Capital Management LLC (WY) 5.03% Reduce -3.2% 5,514 $4.7M
Laffer Tengler Investments, Inc. 1.22% Add +45.9% 5,510 $4.7M
Gardner Russo & Quinn 0.05% No change 5,477 $4.7M
Susquehanna Portfolio Strategies, LLC 0.19% Reduce -84.9% 5,471 $4.7M
Tsai Capital Corp 4.57% Reduce -2.1% 5,461 $4.6M
Regatta Capital Group, LLC 1.00% Add +1.6% 5,457 $4.6M
Harrington Investments, INC 2.61% Reduce -5.5% 5,418 $4.6M
Stratos Investment Management, LLC 0.38% Add +6.1% 5,416 $4.6M
Archford Capital Strategies, LLC 0.75% Add +7.9% 5,411 $4.6M
Signet Financial Management, LLC 0.62% Add +2.9% 5,409 $4.6M
Trivant Custom Portfolio Group, LLC 2.81% Add +0.4% 5,382 $4.6M
XML Financial, LLC 0.46% Reduce -0.7% 5,381 $4.6M
Inlet Private Wealth, LLC 1.25% Reduce -2.1% 5,370 $4.6M
Greenfield Savings Bank 2.35% Reduce -0.8% 5,368 $4.6M
Landscape Capital Management, L.L.C. 0.38% Reduce -30.0% 5,362 $4.6M
GAMMA Investing LLC 0.62% Add +36.0% 5,361 $4.6M
GS Investments, Inc. 2.15% Reduce -0.7% 5,349 $4.5M
Hantz Financial Services, Inc. 0.09% Reduce -0.2% 5,324 $4.5M
Jessup Wealth Management, Inc 1.92% Reduce -1.2% 5,303 $4.5M
Sheaff Brock Investment Advisors, LLC 0.42% Reduce -3.8% 5,290 $4.5M
Bell Asset Management Ltd 0.63% Reduce -47.1% 5,289 $4.5M
Composition Wealth, LLC 0.11% Add +1.1% 5,287 $4.5M
Arbor Trust Wealth Advisors, LLC 2.36% Reduce -2.0% 5,285 $4.5M
Arrow Financial Corp 0.44% Reduce -2.2% 5,279 $4.5M
Bedell Frazier Investment Counselling, LLC 1.08% Reduce -6.4% 5,264 $4.5M
Left Brain Wealth Management, LLC 2.09% Add +0.5% 5,262 $4.5M
Executive Wealth Management, LLC 0.82% Add +0.1% 5,260 $4.5M
Fruth Investment Management 1.22% Reduce -0.2% 5,260 $4.5M
KMG Fiduciary Partners, LLC 0.44% Reduce -0.4% 5,255 $4.5M
Analyst IMS Investment Management Services Ltd. 0.18% Add +10.5% 5,251 $4.5M
Douglas Lane & Associates, LLC 0.06% Reduce -10.9% 5,251 $4.5M
Sound View Wealth Advisors Group, LLC 0.46% Reduce -1.4% 5,217 $4.4M
TBH Global Asset Management, LLC 0.98% Reduce -8.2% 5,207 $4.4M
Ameritas Advisory Services, LLC 0.17% Add +2.7% 5,207 $4.4M
Teamwork Financial Advisors, LLC 0.66% Add +330.0% 5,203 $4.4M
Guardian Investment Management 3.16% No change 5,200 $4.4M
Grandfield & Dodd, LLC 0.28% Reduce -0.3% 5,197 $4.4M
X-Square Capital, LLC 1.60% Reduce -1.4% 5,192 $4.4M
Citizens & Northern Corp. 1.38% Reduce -3.5% 5,182 $4.4M
Clear Creek Financial Management, LLC 0.53% Reduce -2.6% 5,181 $4.4M
Centaurus Financial, Inc. 0.29% Add +19.2% 5,179 $4.4M
Wisconsin Capital Management LLC 2.23% Reduce -5.5% 5,175 $4.4M
Foundations Investment Advisors, LLC 0.11% Add +23.5% 5,173 $4.4M
Triasima Portfolio Management inc. 0.40% Add +62.1% 5,165 $4.4M
Geneva Capital Management LLC 0.08% Reduce -19.9% 5,163 $4.4M
Arete Wealth Advisors, LLC 0.36% New 5,145 $4.4M
Laurion Capital Management LP 0.14% New 5,133 $4.4M
Columbia Asset Management 0.81% Add +15.3% 5,125 $4.4M
Fiduciary Alliance LLC 0.71% Reduce -1.8% 5,055 $4.3M
Claret Asset Management Corp 0.78% Reduce -0.6% 5,111 $4.3M
Virtu Financial LLC 0.30% New 5,111 $4.3M
S.A. Mason LLC 2.47% Reduce -2.1% 5,106 $4.3M
Liberty One Investment Management, LLC 0.49% Reduce -12.3% 5,103 $4.3M
Processus Wealth & Capital Management, LLC 3.59% Reduce -1.8% 5,089 $4.3M
Commonwealth Retirement Investments LLC 1.98% Reduce -0.9% 5,082 $4.3M
Insigneo Advisory Services, LLC 0.49% Add +11.9% 5,385 $4.3M
Capital Advisors Wealth Management, LLC 0.85% Reduce -7.8% 5,063 $4.3M
Moody National Bank Trust Division 0.33% Add +6.3% 5,059 $4.3M
Beaumont Financial Advisors, LLC 0.34% Reduce -0.4% 5,056 $4.3M
J. W. Coons Advisors, LLC 0.80% Add +3.5% 5,051 $4.3M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.52% Reduce -2.2% 5,028 $4.3M
Vestmark Advisory Solutions, Inc. 0.18% Reduce -0.9% 5,028 $4.3M
Field & Main Bank 1.60% Reduce -1.3% 5,028 $4.3M
Gifford Fong Associates 1.13% No change 5,016 $4.3M
PGIM Custom Harvest LLC 0.10% Add +496.6% 5,011 $4.3M
Pinnacle Bancorp, Inc. 1.26% Reduce -3.1% 5,008 $4.3M
Pinnacle Wealth Management Advisory Group, LLC 0.44% Add +3.3% 5,007 $4.3M
Kentucky Farm Bureau Mutual Insurance Co 0.97% No change 5,000 $4.2M
Hennion & Walsh Asset Management, Inc. 0.22% Reduce -5.5% 4,997 $4.2M
Essex Financial Services, Inc. 0.32% Add +15.5% 5,055 $4.2M
Kovack Advisors, Inc. 0.47% Reduce -7.7% 4,983 $4.2M
Fairfield Financial Advisors, LTD 1.25% — 4,972 $4.2M
SOL Capital Management CO 0.51% Add +5.4% 4,957 $4.2M
Ontario Teachers Pension Plan Board 0.04% Reduce -31.1% 4,955 $4.2M
Altrafin AG 1.56% Reduce -2.8% 4,953 $4.2M
Freedom Day Solutions, LLC 1.42% Add +2.1% 4,948 $4.2M
Renaissance Technologies 0.01% New 4,943 $4.2M
Harfst & Associates, Inc. 0.98% Reduce -3.0% 4,933 $4.2M
Baxter Bros Inc. 0.55% Add +0.2% 4,926 $4.2M
Intrust Bank NA 0.45% Add +3.9% 4,924 $4.2M
TCTC Holdings, LLC 0.14% Reduce -1.3% 4,920 $4.2M
ICICI Prudential Asset Management Co Ltd 0.49% Add +10.3% 4,872 $4.1M
First County Bank 2.13% Reduce -5.1% 4,864 $4.1M
Grassi Investment Management 0.36% Add +1.0% 4,840 $4.1M
Snider Financial Group 1.59% Reduce -2.0% 4,832 $4.1M
RMR Wealth Builders 0.47% Add +5.5% 4,831 $4.1M
Banque Cantonale Vaudoise 0.16% Add +17.0% 4,830 $4.1M
Ironwood Investment Counsel, LLC 0.73% Reduce -1.9% 4,824 $4.1M
Clear Rock Advisors, LLC 1.75% Reduce -1.6% 4,824 $4.1M
First Pacific Financial 1.05% Add +3.5% 4,822 $4.1M
Garner Asset Management Corp 1.51% Reduce -0.2% 4,798 $4.1M
Condor Capital Management 0.39% Reduce -4.8% 4,783 $4.1M
Fortis Group Advisors, LLC 0.81% Reduce -34.6% 4,783 $4.1M
Brady Family Wealth, LLC 1.31% Reduce -5.6% 4,769 $4.1M
AMG National Trust Bank 0.11% Add +10.2% 4,765 $4.1M
RW Investment Management LLC 0.55% Reduce -7.9% 4,741 $4.0M
Sheets Smith Wealth Management 0.48% Reduce -0.8% 4,693 $4.0M
CreativeOne Wealth, LLC 0.20% Reduce -14.1% 4,685 $4.0M
Wedmont Private Capital 0.25% Add +12.7% 4,723 $4.0M
Manhattan West Asset Management, LLC 1.07% Reduce -19.2% 4,679 $4.0M
AdvisorNet Financial, Inc 0.36% Reduce -8.2% 4,672 $4.0M
Perkins Coie Trust Co 0.92% Add +261.5% 4,663 $4.0M
Chicago Partners Investment Group LLC 0.15% Add +15.0% 4,886 $4.0M
Cornerstone Wealth Management, LLC 0.30% Add +73.6% 4,655 $4.0M
Wayfinding Financial, LLC 2.23% Reduce -0.4% 4,652 $4.0M
Covenant Asset Management, LLC 0.89% Reduce -0.8% 4,633 $3.9M
Cigna Investments Inc. 0.74% Reduce -1.4% 4,634 $3.9M
Ostrum Asset Management 0.34% Add +31.7% 4,632 $3.9M
Alta Wealth Advisors LLC 1.96% Reduce -0.1% 4,624 $3.9M
Helios Capital Management Pte. Ltd. 2.55% No change 4,600 $3.9M
Lake Street Advisors Group, LLC 0.19% Add +8.4% 4,596 $3.9M
Graybill Wealth Management, LTD. 1.58% Reduce -3.8% 4,594 $3.9M
NTV Asset Management LLC 0.56% Add +0.8% 4,593 $3.9M
Highview Capital Management LLC 1.62% Add +2.2% 4,591 $3.9M
Strategic Blueprint, LLC 0.27% Add +2.6% 4,591 $3.9M
Quadrant Capital Group LLC 0.29% Add +20.6% 4,582 $3.9M
Prosperity Consulting Group, LLC 0.52% Reduce -10.3% 4,552 $3.9M
Connable Office Inc. 0.42% Reduce -14.9% 4,547 $3.9M
Financial Insights, Inc. 1.07% Add +0.1% 4,538 $3.9M
Wright Investors Service Inc. 1.02% Reduce -20.8% 4,538 $3.9M
Andrew Hill Investment Advisors, Inc. 3.20% Add +0.3% 4,532 $3.9M
Investment Research & Advisory Group, Inc. 1.70% Add +1.1% 4,522 $3.8M
Geller Advisors LLC 0.28% Add +3.8% 4,517 $3.8M
Strategic Advisors LLC 0.74% Add +0.3% 4,509 $3.8M
Monetta Financial Services Inc. 3.31% No change 4,500 $3.8M
TriaGen Wealth Management LLC 1.48% Reduce -0.1% 4,498 $3.8M
Realta Investment Advisors 0.75% Add +13.6% 4,492 $3.8M
Monetary Management Group Inc. 1.01% Add +2.3% 4,490 $3.8M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.04% Add +216.5% 4,488 $3.8M
Harvest Investment Services, LLC 1.51% Reduce -24.7% 4,482 $3.8M
Mirador Capital Partners LP 0.71% Add +0.7% 4,464 $3.8M
GeoWealth Management, LLC 0.16% Add +3.8% 4,453 $3.8M
Eads & Heald Wealth Management 1.83% Reduce -9.1% 4,452 $3.8M
Banco de Sabadell, S.A 2.77% Reduce -1.9% 4,451 $3.8M
Red Cedar Investment Management, LLC 0.51% Add +22.5% 4,431 $3.8M
Martin Capital Advisors, LLP 2.82% Reduce -1.2% 4,427 $3.8M
Cooper Financial Group 0.55% Add +6.7% 4,425 $3.8M
Delta Financial Advisors LLC 1.45% Add +1.1% 4,418 $3.8M
Balboa Wealth Partners 0.99% Add +0.9% 4,417 $3.8M
Sittner & Nelson, LLC 1.84% Reduce -0.9% 4,405 $3.7M
Oak Asset Management, LLC 1.37% Add +0.3% 4,396 $3.7M
Peak Asset Management, LLC 0.73% Reduce -0.7% 4,386 $3.7M
Confluence Wealth Services, Inc. 0.30% Add +2.2% 4,384 $3.7M
Nichols & Pratt Advisers LLP 0.25% Reduce -0.1% 4,380 $3.7M
Modern Wealth Management, LLC 0.27% Add +1.8% 4,370 $3.7M
Atlas Brown,Inc. 1.33% Add +3.3% 4,367 $3.7M
Fortis Capital Advisors, LLC 1.34% Add +11.4% 4,367 $3.7M
Clarkston Capital Partners, LLC 0.07% Reduce -0.3% 4,357 $3.7M
Ardent Capital Management, Inc. 1.81% Add +13.0% 4,347 $3.7M
Larson Financial Group LLC 0.25% Add +84.6% 4,343 $3.7M
Semper Augustus Investments 0.66% Reduce -0.6% 4,330 $3.7M
Weaver Capital Management LLC 1.19% Reduce -1.0% 4,328 $3.7M
Horizon Investments, LLC 0.10% Add +9.5% 4,301 $3.7M
Garrison Point Advisors, LLC 2.41% Reduce -2.3% 4,288 $3.6M
Continuum Advisory, LLC 0.53% Add +0.1% 4,285 $3.6M
Dohj, LLC 0.91% Add +21.7% 4,275 $3.6M
Hilltop Holdings Inc. 0.42% Reduce -4.1% 4,274 $3.6M
Moser Wealth Advisors, LLC 1.97% Add +1.6% 4,265 $3.6M
Equitable Trust Co. 0.25% Add +17.9% 4,246 $3.6M
Triton Financial Group Inc 2.53% Add +1.9% 4,242 $3.6M
MWA Asset Management 2.57% Reduce -1.1% 4,240 $3.6M
Ignite Planners, LLC 0.88% Add +9.4% 4,068 $3.6M
Carret Asset Management, LLC 0.42% Add +5.7% 4,231 $3.6M
Forum Financial Management, LP 0.07% Reduce -8.6% 4,228 $3.6M
Cadence Bank 0.27% Add +1.3% 4,222 $3.6M
Doheny Asset Management 2.56% Add +4.5% 4,221 $3.6M
Danica Pension, Livsforsikringsaktieselskab 0.07% Add +293.6% 4,212 $3.6M
Prossimo Advisors, LLC 3.24% Add +8.2% 4,209 $3.6M
MV Capital Management, Inc. 0.40% Add +0.8% 4,201 $3.6M
CHICAGO TRUST Co NA 0.72% Add +8.1% 4,195 $3.6M
Capital Asset Advisory Services LLC 0.19% Add +6.5% 4,020 $3.6M
Blodgett Wealth Advisors, LLC 3.02% Add +0.7% 4,184 $3.6M
Old Second National Bank of Aurora 0.91% Reduce -3.1% 4,182 $3.6M
Oxford Financial Group, LTD. LLC 0.23% Add +8.8% 4,178 $3.6M
DeDora Capital, Inc. 1.09% Add +1.3% 4,170 $3.5M
Perennial Investment Advisors, LLC 0.51% Add +67.0% 4,167 $3.5M
Caldwell Sutter Capital, Inc. 1.74% Reduce -4.9% 4,135 $3.5M
Smartleaf Asset Management LLC 0.58% Add +37.9% 4,130 $3.5M
First Bank & Trust 0.72% Reduce -0.2% 4,132 $3.5M
Saturna Capital Corp. 0.05% Reduce -4.6% 4,119 $3.5M
Compton Wealth Advisory Group, LLC 0.93% Add +6.3% 4,118 $3.5M
Apollon Financial, LLC 1.13% Add +11.0% 4,109 $3.5M
CIC Wealth, LLC 0.96% Reduce -2.8% 4,083 $3.5M
IPG Investment Advisors LLC 0.76% Add +42.2% 4,080 $3.5M
Schear Investment Advisers, LLC 2.50% Add +4.8% 4,078 $3.5M
MTM Investment Management, LLC 1.42% Add +0.1% 4,073 $3.5M
Keystone Wealth Services, LLC 1.07% Reduce -0.4% 4,052 $3.4M
Aspire Capital Advisors LLC 1.12% Add +3.2% 4,042 $3.4M
Rational Advisors, Inc. 0.34% Add +4.5% 4,039 $3.4M
Marvin & Palmer Associates Inc. 3.34% Reduce -1.2% 4,037 $3.4M
Bison Wealth, LLC 0.56% No change 4,670 $3.4M
Sand Hill Global Advisors, LLC 0.16% Add +1.8% 4,020 $3.4M
Mainsail Financial Group, LLC 2.01% Add +24.5% 4,018 $3.4M
WealthShield Partners, LLC 0.52% Add +4.9% 4,015 $3.4M
ABLE Financial Group, LLC 1.23% Reduce -0.1% 4,005 $3.4M
Pensionfund Sabic 1.00% No change 4,000 $3.4M
Grey Ledge Advisors, LLC 0.93% Add +0.6% 3,998 $3.4M
Nicholas Hoffman & Company, LLC. 0.16% Reduce -0.2% 3,990 $3.4M
Hedeker Wealth, LLC 0.98% Reduce -1.6% 3,990 $3.4M
Trustmark Bank Trust Department 0.27% Add +4.5% 3,986 $3.4M
Cordatus Wealth Management LLC 1.27% Add +0.8% 3,985 $3.4M
Columbia Bank 1.31% Add +2.3% 3,982 $3.4M
Westmount Partners, LLC 1.12% Add +33.3% 3,998 $3.4M
Altman Advisors, Inc. 1.92% Reduce -0.7% 3,970 $3.4M
Beaton Management Co. Inc. 1.81% Reduce -2.1% 3,970 $3.4M
Benedict Financial Advisors Inc. 0.85% Reduce -0.9% 3,963 $3.4M
Somerset Group LLC 2.99% Reduce -15.6% 3,960 $3.4M
Monterey Private Wealth, Inc. 1.26% Add +0.5% 3,956 $3.4M
Avestar Capital, LLC 0.37% Add +20.6% 3,951 $3.4M
Blue Trust, Inc. 0.05% Add +31.8% 4,582 $3.4M
Cairn Investment Group, Inc. 1.95% Reduce -34.6% 3,941 $3.4M
Legacy Wealth Management, LLC / MS 1.41% No change 3,927 $3.3M
IMS Capital Management 1.55% Add +7.1% 3,794 $3.3M
Glen Eagle Advisors, LLC 0.61% Reduce -10.1% 3,894 $3.3M
Sargent Investment Group, LLC 0.67% Add +6.1% 3,891 $3.3M
Jefferies Financial Group Inc. 0.07% Add +5.6% 3,882 $3.3M
Coppell Advisory Solutions LLC 0.54% — 3,851 $3.3M
Sivia Capital Partners, LLC 2.19% Reduce -3.2% 3,850 $3.3M
Moss Adams Wealth Advisors LLC 0.45% Add +5.5% 3,839 $3.3M
JSF Financial, LLC 1.00% Reduce -2.6% 3,836 $3.3M
Kathmere Capital Management, LLC 0.34% Add +15.8% 3,820 $3.2M
Bollard Group LLC 0.09% Add +0.2% 3,818 $3.2M
Elmwood Wealth Management, Inc. 1.44% Reduce -12.1% 3,813 $3.2M
LGT Fund Management Co Ltd. 0.40% Add +284.8% 3,809 $3.2M
Garde Capital, Inc. 0.22% Reduce -9.9% 3,792 $3.2M
Counterweight Ventures, LLC 2.43% Add +0.6% 3,790 $3.2M
James Investment Research, Inc. 0.38% Reduce -0.7% 3,771 $3.2M
Brevan Howard Capital Management LP 0.22% New 3,766 $3.2M
Legacy Advisors, LLC 0.39% Add +15.8% 3,764 $3.2M
Strategic Wealth Partners, Ltd. 0.33% Add +2.5% 3,761 $3.2M
Platform Technology Partners 1.10% — 3,756 $3.2M
Ironwood Financial, llc 0.72% No change 3,754 $3.2M
Gerber Kawasaki Wealth & Investment Management 0.16% Add +3.5% 3,746 $3.2M
WT Wealth Management 1.08% Reduce -20.8% 3,736 $3.2M
Mairs & Power Inc. 0.03% Reduce -18.4% 3,734 $3.2M
O'Brien Greene & Co. Inc 1.00% Reduce -5.1% 3,733 $3.2M
Oxler Private Wealth LLC 1.17% Add +0.1% 3,719 $3.2M
JGP Wealth Management, LLC 0.45% Reduce -2.2% 3,710 $3.2M
Ascension Asset Management LLC 1.65% Reduce -3.3% 3,700 $3.1M
Deltec Asset Management LLC 0.60% No change 3,700 $3.1M
Concord Wealth Partners 0.55% Add +9.9% 3,699 $3.1M
McDonough Capital Management, Inc 2.29% Add +6.2% 3,697 $3.1M
Decatur Capital Management, Inc. 1.52% Add +2.4% 3,691 $3.1M
KKM Financial LLC 1.48% Add +0.9% 3,678 $3.1M
Capstone Financial Advisors, Inc. 0.21% Reduce -2.5% 3,661 $3.1M
Cypress Wealth Services, LLC 0.69% Add +4.7% 3,660 $3.1M
Joel Isaacson & Co., LLC 0.16% Add +2.8% 3,653 $3.1M
NorthStar Asset Management LLC 2.15% Add +0.2% 3,651 $3.1M
GLOBALT Investments LLC / GA 0.12% Reduce -1.2% 3,649 $3.1M
Jaffetilchin Investment Partners, LLC 0.26% Add +4.1% 3,648 $3.1M
Sculati Wealth Management, LLC 1.33% Reduce -0.3% 3,638 $3.1M
RMR Capital Management, LLC 2.82% No change 3,632 $3.1M
Aries Wealth Management 0.97% Reduce -0.1% 3,632 $3.1M
Werlinich Asset Management, LLC 1.92% Reduce -0.3% 3,628 $3.1M
Zega Financial, LLC 1.11% Add +540.8% 3,627 $3.1M
Central Valley Advisors, LLC 1.31% Reduce -3.4% 3,783 $3.1M
First Business Financial Services, Inc. 0.33% Add +10.3% 3,610 $3.1M
Mezzasalma Advisors, LLC 1.32% Add +93.0% 3,608 $3.1M
West Coast Financial LLC 0.36% Reduce -0.4% 3,604 $3.1M
Venturi Wealth Management, LLC 0.18% Add +2.4% 3,602 $3.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.09% Add +23.3% 3,594 $3.1M
D.B. Root & Company, LLC 1.04% Reduce -4.0% 3,577 $3.0M
Founders Financial Securities LLC 0.29% Add +0.1% 3,577 $3.0M
Patriot Financial Group Insurance Agency, LLC 0.45% Add +11.6% 3,575 $3.0M
Transcend Capital Advisors, LLC 0.22% Add +2.2% 3,568 $3.0M
Invst, LLC 0.33% Add +6.5% 3,581 $3.0M
Malaga Cove Capital, LLC 1.23% Reduce -0.2% 3,560 $3.0M
Princeton Capital Management LLC 0.99% Reduce -0.4% 3,559 $3.0M
Carl P. Sherr & Co., LLC 1.69% No change 3,555 $3.0M
Lindbrook Capital, LLC 0.28% Reduce -2.1% 3,547 $3.0M
Allred Capital Management, LLC 1.15% Reduce -0.5% 3,539 $3.0M
Peak Financial Advisors LLC 1.73% Reduce -2.7% 3,538 $3.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.50% Add +2.6% 3,535 $3.0M
Main Street Financial Solutions, LLC 0.28% Add +22.8% 3,533 $3.0M
Bank Ozk 1.30% Add +10.1% 3,532 $3.0M
Peloton Wealth Strategists 1.25% No change 3,523 $3.0M
MeadowBrook Investment Advisors LLC 2.88% Reduce -1.7% 3,514 $3.0M
Channel Wealth LLC 1.08% Add +5.6% 3,511 $3.0M
BigSur Wealth Management LLC 0.91% Reduce -7.1% 3,510 $3.0M
Johnson Financial Group, Inc. 0.14% Add +64.5% 3,508 $3.0M
MMBG Investment Advisors Co. 0.32% Add +1.4% 3,493 $3.0M
Boomfish Wealth Group, LLC 1.91% Reduce -6.5% 3,484 $3.0M
Hudson Canyon Capital Management 2.00% Reduce -13.0% 3,469 $2.9M
Leonard Rickey Investment Advisors P.L.L.C. 0.71% Reduce -2.7% 3,468 $2.9M
Triton Wealth Management, PLLC 1.72% Reduce -1.1% 3,448 $2.9M
Pointe Capital Management LLC 1.81% No change 3,440 $2.9M
Atticus Wealth Management, LLC 0.96% Add +2.3% 3,439 $2.9M
Synergy Asset Management, LLC 0.46% Reduce -1.7% 3,426 $2.9M
Mitchell McLeod Pugh & Williams Inc. 0.66% Reduce -0.2% 3,419 $2.9M
GM Advisory Group, LLC 0.19% Add +8.9% 3,411 $2.9M
Sfmg, LLC 0.25% Reduce -1.8% 3,407 $2.9M
Premier Path Wealth Partners, LLC 0.49% Add +6.5% 3,402 $2.9M
Arkadios Wealth Advisors 0.19% Add +9.3% 3,394 $2.9M
Am Investment Strategies LLC 0.71% Reduce -14.2% 3,386 $2.9M
Greenline Partners, LLC 0.44% Add +6.0% 3,402 $2.9M
Global Wealth Management Investment Advisory, Inc. 0.67% Reduce -4.0% 3,371 $2.9M
Aire Advisors, LLC 0.65% Reduce -5.3% 3,347 $2.8M
BlackDiamond Wealth Management, LLC 1.87% Add +576.8% 3,384 $2.8M
Gryphon Financial Partners LLC 0.43% Add +9.7% 3,340 $2.8M
Leo Wealth, LLC 0.29% Reduce -11.6% 3,349 $2.8M
Acas, LLC 2.47% Add +6.3% 3,451 $2.8M
RDA Financial Network 0.93% Add +6.2% 3,326 $2.8M
Wilmington Savings Fund Society, FSB 0.11% Reduce -0.9% 3,324 $2.8M
Rockingstone Advisors LLC 1.45% No change 3,324 $2.8M
Cyndeo Wealth Partners, LLC 0.22% Reduce -69.7% 3,311 $2.8M
Beach Investment Counsel Inc. 0.35% Reduce -39.6% 3,310 $2.8M
Walkner Condon Financial Advisors LLC 0.61% Reduce -3.0% 3,308 $2.8M
Arista Wealth Management, LLC 0.74% Add +171.0% 3,304 $2.8M
Armstrong, Fleming & Moore, Inc 1.80% Reduce -0.8% 3,303 $2.8M
Brown, Lisle/Cummings, Inc. 0.91% No change 3,293 $2.8M
First Dallas Securities Inc. 1.23% Add +2.4% 3,288 $2.8M
Terra Nova Asset Management LLC 2.20% Reduce -0.8% 3,277 $2.8M
Howard Capital Management, LLC 0.27% Add +320.9% 3,266 $2.8M
Westhampton Capital, LLC 1.50% Reduce -0.5% 3,260 $2.8M
Hendley & Co. Inc. 0.99% No change 3,258 $2.8M
Manchester Capital Management LLC 0.33% Reduce -3.7% 3,257 $2.8M
Concord Asset Management, LLC 0.69% Add +12.7% 3,255 $2.8M
Shepherd Financial Partners LLC 0.36% Add +0.4% 3,254 $2.8M
Meeder Asset Management Inc. 0.19% Reduce -82.6% 3,252 $2.8M
Finivi Inc. 2.29% Add +2.8% 3,250 $2.8M
ZWJ Investment Counsel Inc. 0.12% Add +2.0% 3,247 $2.8M
B & T Capital Management DBA Alpha Capital Management 0.54% Reduce -25.2% 3,246 $2.8M
First National Corp. /Ma/ 0.66% Add +4.6% 3,241 $2.8M
Whitener Capital Management, Inc. 0.83% Add +13.9% 3,235 $2.7M
Hilltop National Bank 0.88% Add +3.7% 3,233 $2.7M
Naviter Wealth, LLC 0.41% Reduce -3.1% 3,232 $2.7M
Tilia Fiduciary Partners, Inc. 2.14% Add +2.7% 3,213 $2.7M
Beacon Investment Advisory Services, Inc. 0.12% Reduce -11.6% 3,212 $2.7M
Fort Point Capital Partners LLC 0.35% Reduce -1.0% 3,207 $2.7M
My Legacy Advisors, LLC 0.87% Add +1.2% 3,204 $2.7M
BCM Advisors, LLC 0.65% Add +0.3% 3,332 $2.7M
High Net Worth Advisory Group LLC 0.82% Add +0.2% 3,200 $2.7M
Nvwm, LLC 0.72% Reduce -11.1% 3,199 $2.7M
TD Private Client Wealth LLC 0.09% Add +2.1% 3,198 $2.7M
Nicholas Wealth, LLC. 1.94% Add +8.8% 3,195 $2.7M
Nadler Financial Group, Inc. 0.32% Add +0.6% 3,183 $2.7M
Norway Savings Bank 1.54% Add +6.5% 3,180 $2.7M
Ascentis Independent Advisors 0.56% — 3,178 $2.7M
Fairbanks Capital Management, Inc. 1.77% Add +2.2% 3,175 $2.7M
M Holdings Securities, Inc. 0.35% New 3,172 $2.7M
SRN Advisors, LLC 2.24% No change 3,171 $2.7M
Davidson Trust Co. 1.85% Reduce -43.9% 3,159 $2.7M
Fortitude Advisory Group L.L.C. 1.60% Reduce -11.7% 3,159 $2.7M
Strategic Financial Services, Inc. 0.17% Reduce -2.3% 3,154 $2.7M
Ted Buchan & Co 1.44% Add +1.7% 3,149 $2.7M
Argent Capital Management LLC 0.08% Add +0.6% 3,145 $2.7M
Mark Sheptoff Financial Planning, LLC 1.49% Add +2.2% 3,139 $2.7M
Strategic Investment Solutions, Inc. 0.86% — 3,358 $2.7M
HM Payson & Co. 0.05% Add +15.2% 3,131 $2.7M
Matrix Trust Co 0.60% Reduce -0.9% 3,130 $2.7M
Patrick Mauro Investment Advisor, INC. 1.54% Reduce -7.4% 3,129 $2.7M
Capital Advisors Inc. 0.05% Reduce -5.7% 3,124 $2.7M
Tiemann Investment Advisors, LLC 1.18% No change 3,119 $2.7M
WINTON GROUP Ltd 0.18% Reduce -71.4% 3,115 $2.6M
Camarda Financial Advisors, LLC 1.03% Add +2.6% 3,089 $2.6M
Sweet Financial Partners, LLC 0.60% Add +5.2% 3,083 $2.6M
RNC Capital Management LLC 0.14% Add +1.4% 3,073 $2.6M
CNB Bank 1.26% Add +31.2% 3,072 $2.6M
Capital Market Strategies LLC 1.65% Add +23.6% 3,067 $2.6M
Jacobi Capital Management LLC 0.23% Reduce -6.0% 3,064 $2.6M
Ballast, Inc. 0.80% Reduce -0.7% 3,054 $2.6M
Mizuho Markets Americas LLC 0.07% New 3,052 $2.6M
Lanark Financial, Inc. 0.24% Add +18.4% 3,051 $2.6M
Little House Capital LLC 0.81% Add +4.9% 3,044 $2.6M
Commonwealth Financial Services, LLC 0.53% Add +3.1% 2,927 $2.6M
Winch Advisory Services, LLC 0.74% Reduce -1.0% 3,033 $2.6M
Insight Advisors, LLC/ PA 0.47% Add +1.2% 3,030 $2.6M
Graypoint LLC 0.18% Add +10.0% 3,027 $2.6M
Schaper Benz & Wise Investment Counsel Inc. 0.22% Add +26.2% 3,019 $2.6M
Wealth Management Partners, LLC 1.25% Reduce -1.9% 3,018 $2.6M
Bridge Creek Capital Management LLC 0.83% Reduce -1.6% 3,017 $2.6M
Crawford Investment Counsel Inc. 0.05% Reduce -0.8% 3,002 $2.6M
Graves Light Lenhart Wealth, Inc. 0.29% Add +0.2% 3,016 $2.6M
Clare Market Investments LLC 0.71% Add +24.3% 3,000 $2.6M
Washburn Capital Management, Inc. 1.82% Add +3.5% 3,000 $2.5M
Supplemental Annuity Collective Trust of NJ 0.78% No change 3,000 $2.5M
Waycross Partners, LLC 0.39% No change 3,000 $2.5M
PKO Investment Management Joint-Stock Co 0.32% No change 3,000 $2.5M
FSM Wealth Advisors, LLC 0.85% Add +0.4% 2,999 $2.5M
Chemistry Wealth Management LLC 0.66% No change 2,992 $2.5M
Accredited Investors Inc. 0.16% Reduce -7.3% 2,985 $2.5M
GenTrust, LLC 0.14% No change 2,984 $2.5M
Colonial River Investments, LLC 1.36% Reduce -0.2% 2,981 $2.5M
Waldron Private Wealth LLC 0.11% Add +0.5% 2,980 $2.5M
Everhart Financial Group, Inc. 0.66% Add +10.0% 2,978 $2.5M
Capital Planning LLC 0.76% Add +0.0% 2,977 $2.5M
Prosperity Financial Group, Inc. 1.59% Reduce -0.4% 2,969 $2.5M
Madison Park Capital Advisors, LLC 2.11% Reduce -0.7% 2,968 $2.5M
Cornell Pochily Investment Advisors, Inc. 0.96% Reduce -0.7% 2,964 $2.5M
Norris Financial Group, LLC 1.31% Add +49.4% 2,957 $2.5M
Nicolet Advisory Services, LLC 0.24% Add +5.2% 2,840 $2.5M
Roman Butler Fullerton & Co. 0.81% Add +0.1% 2,839 $2.5M
Silvia McColl Wealth Management, LLC 2.08% Reduce -2.3% 2,953 $2.5M
Money Concepts Capital Corp. 0.21% Add +1.3% 2,949 $2.5M
Eastover Investment Advisors LLC 1.20% Add +1.6% 2,915 $2.5M
Sweeney & Michel, LLC 1.07% Reduce -0.7% 2,823 $2.5M
Midland Wealth Advisors, LLC 0.15% Reduce -12.1% 2,945 $2.5M
Novare Capital Management LLC 0.23% Add +0.2% 2,943 $2.5M
Focus Partners Advisor Solutions, LLC 0.07% Reduce -44.9% 2,938 $2.5M
Aft, Forsyth & Company, Inc. 1.22% Add +4.8% 2,775 $2.5M
Plancorp, LLC 0.11% Add +1.2% 2,926 $2.5M
Logan Capital Management Inc. 0.11% No change 2,918 $2.5M
Eisler Capital (US) LLC 0.47% Add +32.4% 2,913 $2.5M
Verus Capital Partners, LLC 0.26% Add +4.1% 2,798 $2.5M
Emprise Bank 1.53% No change 2,910 $2.5M
Aviso Wealth Management 1.47% Reduce -2.7% 2,907 $2.5M
SS&H Financial Advisors, Inc. 0.96% Add +5.4% 2,907 $2.5M
Southeast Asset Advisors, LLC 0.30% No change 2,906 $2.5M
Olde Wealth Management, LLC 0.94% Reduce -0.1% 2,905 $2.5M
Heritage Wealth Advisors 0.11% No change 2,892 $2.5M
Independent Investors Inc. 0.54% No change 2,890 $2.5M
Criterion Capital Advisors, LLC 1.54% Reduce -0.6% 2,887 $2.5M
Secured Retirement Advisors, LLC 1.91% Add +7.0% 2,884 $2.5M
Prosperitas Financial LLC 1.49% Reduce -1.8% 2,878 $2.4M
Grove Bank & Trust 0.39% No change 2,876 $2.4M
Redhawk Wealth Advisors, Inc. 0.37% Reduce -10.3% 2,875 $2.4M
Compass Wealth Management LLC 0.60% Reduce -1.3% 2,860 $2.4M
Bank of Marin 2.09% Reduce -2.6% 2,850 $2.4M
Core Wealth Partners LLC 1.65% Reduce -0.2% 2,843 $2.4M
WMS Partners, LLC 0.15% Add +0.3% 2,843 $2.4M
Aquatic Capital Management LLC 0.09% Reduce -96.1% 2,840 $2.4M
Sky Investment Group LLC 0.47% Reduce -0.3% 2,835 $2.4M
Arlington Trust Co LLC 0.57% Add +4.2% 2,829 $2.4M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.75% New 2,801 $2.4M
Castleark Management LLC 0.10% No change 2,800 $2.4M
Massachusetts Wealth Management 1.60% Reduce -1.8% 2,797 $2.4M
Clear Harbor Asset Management, LLC 0.21% No change 2,782 $2.4M
Advisory Alpha, LLC 0.09% Reduce -3.8% 2,781 $2.4M
Northwest Bank & Trust Co 1.97% Add +0.3% 2,780 $2.4M
Bordeaux Wealth Advisors LLC 0.45% Add +58.5% 2,776 $2.4M
Aft, Forsyth & Sober, LLC 0.81% No change 2,775 $2.4M
Visionary Wealth Advisors 0.15% Add +2.8% 2,774 $2.4M
Cim Investment Management Inc. 0.73% Reduce -0.9% 2,770 $2.4M
FCG Investment Co 1.78% Add +20.0% 2,768 $2.4M
Agate Pass Investment Management, LLC 1.25% Reduce -4.8% 2,768 $2.4M
Trust Point Inc. 0.19% Reduce -6.4% 2,766 $2.4M
Wilkins Investment Counsel Inc. 0.35% Reduce -1.2% 2,758 $2.3M
Curran Financial Partners, LLC 0.78% Reduce -12.3% 2,757 $2.3M
Commons Capital, LLC 2.82% Add +8.1% 2,750 $2.3M
Paragon Financial Partners, Inc. 1.82% No change 2,746 $2.3M
Delta Financial Group, Inc. 0.98% Add +0.4% 2,744 $2.3M
Simon Quick Advisors, LLC 0.16% Add +30.4% 2,739 $2.3M
SC&H Financial Advisors, Inc. 0.57% Reduce -0.7% 2,723 $2.3M
NCP Inc. 1.46% Reduce -3.6% 2,722 $2.3M
Quadrant Private Wealth Management, LLC 0.53% Add +1.9% 2,719 $2.3M
Fiduciary Family Office, LLC 0.91% Reduce -8.6% 2,714 $2.3M
First United Bank & Trust 0.86% Reduce -3.8% 2,714 $2.3M
NovaPoint Capital, LLC 0.78% Reduce -1.5% 2,712 $2.3M
Mitchell & Pahl Private Wealth, LLC 1.21% Reduce -0.9% 2,701 $2.3M
Crewe Advisors LLC 0.26% Reduce -1.2% 2,700 $2.3M
Oxbow Advisors, LLC 0.28% Add +14.2% 2,689 $2.3M
Viewpoint Capital Management LLC 1.40% Add +10.3% 2,683 $2.3M
Cutler Investment Counsel LLC 0.31% Add +0.6% 2,681 $2.3M
Forte Capital LLC 0.27% Add +0.5% 2,676 $2.3M
Grandview Asset Management LLC 1.33% Reduce -0.4% 2,671 $2.3M
Tradition Wealth Management, LLC 0.22% Add +0.7% 2,665 $2.3M
Carmichael Hill & Associates, Inc. 0.92% Reduce -0.6% 2,664 $2.3M
Fort Sheridan Advisors LLC 0.36% Add +6.0% 2,653 $2.3M
Moneco Advisors, LLC 0.33% Add +1.3% 2,651 $2.3M
Mattson Financial Services, LLC 0.80% — 2,647 $2.2M
Legacy Bridge, LLC 1.33% Reduce -0.8% 2,647 $2.2M
NORTHSTAR ASSET MANAGEMENT Co 0.54% Reduce -3.3% 2,645 $2.2M
Sage Mountain Advisors LLC 0.21% Add +30.1% 2,643 $2.2M
Mill Creek Capital Advisors, LLC 0.06% Add +12.4% 2,642 $2.2M
Investment Advisory Services Inc. /TX 0.82% Reduce -0.8% 2,641 $2.2M
Forza Wealth Management, LLC 1.16% Reduce -4.7% 2,639 $2.2M
Northwest Quadrant Wealth Management, LLC 0.55% Add +0.1% 2,637 $2.2M
Advisor OS, LLC 0.24% Add +3.4% 2,632 $2.2M
Vinland Capital Management Gestora de Recursos LTDA. 3.30% New 2,620 $2.2M
Arbor Capital Management Inc. 2.04% Reduce -5.9% 2,633 $2.2M
Ausdal Financial Partners, Inc. 0.24% Add +14.0% 2,618 $2.2M
Global Trust Asset Management, LLC 0.90% Reduce -7.1% 2,614 $2.2M
Peregrine Asset Advisers, Inc. 0.88% Reduce -25.6% 2,613 $2.2M
Perissos Private Wealth Management, LLC 1.99% Add +0.1% 2,611 $2.2M
Prestige Wealth Management Group LLC 0.48% Reduce -5.3% 2,608 $2.2M
S&co Inc. 0.15% Reduce -10.3% 2,605 $2.2M
Proficio Capital Partners LLC 0.23% Add +1.8% 2,601 $2.2M
Vigilare Wealth Management 0.98% Add +0.0% 2,599 $2.2M
NFSG Corp 0.82% Reduce -10.2% 2,598 $2.2M
Notis-McConarty Edward 0.87% No change 2,598 $2.2M
Keebeck Wealth Management 0.32% No change 2,589 $2.2M
Norden Group LLC 0.44% Add +6.9% 2,584 $2.2M
Capital Investment Advisory Services, LLC 0.23% Reduce -27.6% 2,576 $2.2M
Patrick M Sweeney & Associates, Inc. 1.77% Reduce -0.5% 2,570 $2.2M
PDS Planning, Inc 0.22% Add +25.9% 2,568 $2.2M
Vista Capital Partners, Inc. 0.27% Add +2.5% 2,566 $2.2M
TrinityPoint Wealth, LLC 0.34% Reduce -2.0% 2,561 $2.2M
ARS Wealth Advisors Group, LLC 0.28% Add +5.6% 2,557 $2.2M
West Branch Capital LLC 0.81% Add +30.5% 2,554 $2.2M
Mitchell Sinkler & Starr 0.56% Add +10.4% 2,568 $2.2M
Brooklyn Investment Group 0.93% No change 2,999 $2.2M
Tufton Capital Management 0.42% Reduce -0.7% 2,542 $2.2M
Cinctive Capital Management LP 0.12% New 2,539 $2.2M
Mathes Company, Inc. 0.79% Reduce -0.6% 2,538 $2.2M
Union Savings Bank 1.13% Add +0.8% 2,526 $2.1M
Integral Investment Advisors, Inc. 0.79% Add +17.6% 2,521 $2.1M
Guyasuta Investment Advisors Inc. 0.16% No change 3,224 $2.1M
Lynch Asset Management, Inc. 0.91% No change 2,500 $2.1M
Naples Global Advisors, LLC 0.21% No change 2,498 $2.1M
Moseley Investment Management Inc. 0.98% Reduce -7.0% 2,495 $2.1M
Scott & Selber, Inc. 0.68% Add +1.6% 2,494 $2.1M
Rinkey Investments 0.76% Reduce -32.5% 2,490 $2.1M
Ellis Investment Partners, LLC 0.45% Reduce -0.2% 2,477 $2.1M
Apella Capital, LLC 0.09% Reduce -9.6% 2,371 $2.1M
Davies Financial Advisors, Inc. 1.96% Reduce -4.1% 2,473 $2.1M
Marion Wealth Management 0.62% Add +2.5% 2,472 $2.1M
Paragon Advisors, LLC 0.76% Add +5.0% 2,467 $2.1M
Obermeyer Wealth Partners 0.12% Add +19.0% 2,461 $2.1M
Soltis Investment Advisors LLC 0.22% Add +3.9% 2,455 $2.1M
Freedom Investment Management, Inc. 0.17% Reduce -14.3% 2,450 $2.1M
Circle Wealth Management, LLC 0.05% Reduce -18.8% 2,442 $2.1M
Ameliora Wealth Management Ltd. 0.94% Reduce -52.4% 2,441 $2.1M
Strong Tower Advisory Services 0.68% Add +30.4% 2,435 $2.1M
Retireful, LLC 0.97% Add +46.0% 4,758 $2.1M
Retirement Guys Formula LLC 0.99% Reduce -7.9% 2,423 $2.1M
Vivid Wealth Management, LLC 1.15% New 2,415 $2.1M
Wellspring Financial Advisors, LLC 0.23% Add +14.5% 2,410 $2.0M
Passumpsic Savings Bank 1.47% Add +3.2% 2,405 $2.0M
Taylor Frigon Capital Management LLC 0.97% Reduce -2.2% 2,400 $2.0M
Walter & Keenan Wealth Management LLC /in/ 0.65% No change 2,397 $2.0M
Caldwell Investment Management Ltd. 1.53% Reduce -14.3% 2,400 $2.0M
Investors Asset Management of Georgia Inc. /Ga/ 0.99% Reduce -5.9% 2,395 $2.0M
Aaron Wealth Advisors LLC 0.28% Add +3.5% 2,394 $2.0M
Apriem Advisors 0.25% Reduce -1.5% 2,394 $2.0M
Inspire Trust Co, N.A. 0.67% Add +40.8% 2,393 $2.0M
S. R. Schill & Associates 0.89% Add +1.9% 2,392 $2.0M
Quent Capital, LLC 0.22% Add +1.8% 2,392 $2.0M
MKT Advisors LLC 1.01% Add +2.4% 2,288 $2.0M
CKW Financial Group 0.26% Reduce -6.8% 2,390 $2.0M
USA Financial Formulas 0.33% Reduce -8.4% 2,376 $2.0M
Traynor Capital Management, Inc. 0.17% Add +4.6% 2,370 $2.0M
Summit Place Financial Advisors, LLC 1.19% Add +0.5% 2,370 $2.0M
Wealth Group, Ltd. 1.44% Reduce -2.5% 2,363 $2.0M
Optas, LLC 0.52% Add +2.6% 2,362 $2.0M
Letson Investment Management, Inc. 0.89% No change 2,356 $2.0M
Ledyard National Bank 0.19% Add +14.3% 2,353 $2.0M
Valmark Advisers, Inc. 0.03% Add +16.0% 2,351 $2.0M
Lederer & Associates Investment Counsel 1.44% Reduce -8.7% 2,347 $2.0M
Stevens Capital Management LP 0.67% Reduce -59.7% 2,346 $2.0M
Fulton Breakefield Broenniman LLC 0.15% Reduce -0.6% 2,343 $2.0M
One Degree Advisors Inc 0.96% Add +0.8% 2,336 $2.0M
United Community Bank 0.80% Reduce -4.2% 2,328 $2.0M
Intrepid Financial Planning Group LLC 0.85% Reduce -6.2% 2,327 $2.0M
Baker Boyer National Bank 0.69% Reduce -3.5% 2,322 $2.0M
VeraBank, N.A. 0.61% No change 2,322 $2.0M
GC Wealth Management RIA, LLC 0.39% Reduce -9.3% 2,316 $2.0M
ORG Partners LLC 0.24% Add +744.0% 2,321 $2.0M
Nvest Financial, LLC 1.21% Add +33.1% 2,315 $2.0M
Bell Bank 0.17% Add +9.5% 2,311 $2.0M
Forbes J M & Co. LLP 0.20% Reduce -0.5% 2,309 $2.0M
Cladis Investment Advisory, LLC 1.42% Add +2.2% 2,306 $2.0M
McDonald Partners LLC 0.52% Add +1.2% 2,294 $1.9M
City State Bank 0.79% Reduce -0.7% 2,285 $1.9M
Claro Advisors Inc. 0.30% Add +12.4% 2,282 $1.9M
Faithward Advisors, LLC 0.35% Add +3.5% 2,277 $1.9M
Alpha Family Trust 1.13% No change 2,275 $1.9M
Old North State Trust, LLC 1.67% Add +3.5% 2,273 $1.9M
Quotient Wealth Partners, LLC 0.07% Reduce -12.7% 2,270 $1.9M
National Philanthropic Trust 0.04% Reduce -6.7% 2,270 $1.9M
PFW Advisors LLC 0.61% Reduce -18.3% 2,257 $1.9M
Searle & Co. 0.45% No change 2,255 $1.9M
Signature Estate & Investment Advisors LLC 0.05% Add +488.5% 2,254 $1.9M
FUKOKU MUTUAL LIFE INSURANCE Co 0.15% Reduce -3.4% 2,245 $1.9M
Legato Capital Management LLC 0.26% Reduce -36.0% 2,243 $1.9M
Cidel Asset Management Inc. 0.15% Reduce -17.2% 2,242 $1.9M
SeaBridge Investment Advisors LLC 0.49% No change 2,239 $1.9M
Zullo Investment Group, Inc. 0.84% Add +0.1% 2,238 $1.9M
Keudell/Morrison Wealth Management 0.56% Add +2.2% 2,236 $1.9M
Solstein Capital, LLC 1.24% Reduce -4.2% 2,236 $1.9M
Journey Strategic Wealth LLC 0.08% Add +17.9% 2,235 $1.9M
Pinnacle Wealth Planning Services, Inc. 0.27% Reduce -1.9% 2,231 $1.9M
Financial Partners Group, Inc 0.30% Reduce -0.8% 2,227 $1.9M
Legacy Capital Group California, Inc. 0.68% Add +44.1% 2,226 $1.9M
Exchange Capital Management, Inc. 0.31% Add +7.9% 2,223 $1.9M
Carrera Capital Advisors 0.62% — 2,222 $1.9M
Commerzbank Aktiengesellschaft 0.06% Reduce -0.7% 2,220 $1.9M
Callan Capital, LLC 0.16% Add +11.2% 2,217 $1.9M
General Partner, Inc. 1.20% Reduce -7.7% 2,217 $1.9M
Redwood Investments, LLC 0.64% Reduce -15.0% 2,386 $1.9M
Avalon Trust Co 0.15% Reduce -0.8% 2,216 $1.9M
Stokes Family Office, LLC 0.22% Add +4.6% 2,216 $1.9M
Mittelman Wealth Management 1.22% No change 2,211 $1.9M
Louisbourg Investments Inc. 0.53% Reduce -7.5% 2,209 $1.9M
Silver Oak Securities, Incorporated 0.28% Add +4.3% 2,207 $1.9M
Market Street Wealth Management Advisors LLC 0.32% Add +0.2% 2,198 $1.9M
Symmetry Partners, LLC 0.10% No change 2,193 $1.9M
Guardian Financial Partners, LLC 1.24% Add +10.5% 2,192 $1.9M
AlphaStar Capital Management, LLC 0.17% Add +3.2% 2,184 $1.9M
Delta Asset Management LLC 0.17% Reduce -0.5% 2,184 $1.9M
Cornerstone Advisory, LLC 0.26% Add +1.7% 2,176 $1.8M
Farmers & Merchants Trust Co of Chambersburg PA 0.75% Add +0.1% 2,175 $1.8M
SWS Partners 0.55% New 2,171 $1.8M
United Asset Strategies, Inc. 0.18% Add +2.2% 2,166 $1.8M
Zimmermann Investment Management & Planning LLC 0.61% Add +6.4% 2,165 $1.8M
Shikiar Asset Management Inc. 0.54% Reduce -12.2% 2,160 $1.8M
Atlas Private Wealth Advisors 0.30% Add +100.2% 2,146 $1.8M
Leavell Investment Management, Inc. 0.10% Add +4.3% 2,138 $1.8M
Vise Technologies, Inc. 0.32% Add +11.3% 2,137 $1.8M
Linden Thomas Advisory Services, LLC 0.28% Add +17.0% 2,136 $1.8M
Wellington Shields Capital Management, LLC 0.33% Reduce -0.9% 2,132 $1.8M
Precision Wealth Strategies, LLC 1.87% Add +6.0% 2,131 $1.8M
Ballast Advisors LLC 0.57% Add +4.3% 2,130 $1.8M
Sentry Investment Management LLC 0.80% Reduce -17.0% 2,129 $1.8M
OV Management LLC 1.26% Add +1.4% 2,129 $1.8M
MIdWestOne Financial Group, Inc. 0.33% Reduce -1.9% 2,122 $1.8M
AAFMAA Wealth Management & Trust LLC 0.88% Reduce -8.1% 2,113 $1.8M
Herold Advisors, Inc. 0.41% Add +23.6% 2,110 $1.8M
Aspiriant, LLC 0.07% Reduce -9.3% 2,110 $1.8M
Fortem Financial Group, LLC 0.77% No change 2,106 $1.8M
Dudley Capital Management, LLC 1.00% Add +2.4% 2,103 $1.8M
BBR Partners, LLC 0.15% Reduce -15.6% 2,101 $1.8M
Sustainable Insight Capital Management, LLC 0.89% Add +602.0% 2,099 $1.8M
South Street Advisors LLC 0.27% No change 2,099 $1.8M
Northside Capital Management, LLC 0.31% Reduce -12.5% 2,098 $1.8M
Guardian Wealth Advisors, LLC / NC 0.21% Reduce -0.1% 2,098 $1.8M
Wealth Advisors of Iowa, LLC 0.99% Reduce -0.5% 2,097 $1.8M
Convergence Financial, LLC 0.47% Add +304.4% 2,091 $1.8M
Evermay Wealth Management LLC 0.28% Reduce -2.8% 2,088 $1.8M
ERn Financial, LLC 0.29% Add +2.5% 2,088 $1.8M
River Street Advisors LLC 1.10% Reduce -3.3% 2,085 $1.8M
Rockland Trust Co. 0.09% Reduce -1.7% 2,076 $1.8M
Burke & Herbert Bank & Trust Co. 0.43% Add +25.5% 2,075 $1.8M
Catalina Capital Group, LLC 0.67% Add +14.9% 2,073 $1.8M
Sonoma Private Wealth LLC 2.84% Reduce -4.2% 2,061 $1.8M
Abacus Planning Group, Inc. 0.34% Add +1.4% 2,060 $1.8M
Relyea Zuckerberg Hanson LLC 0.29% Add +4.5% 2,056 $1.7M
Corundum Group, Inc. 0.68% Add +41.9% 2,056 $1.7M
Unionview, LLC 1.42% Reduce -1.4% 2,050 $1.7M
Smithfield Trust Co 0.09% Reduce -8.1% 2,054 $1.7M
Burney Co./ 0.07% Add +6.5% 2,035 $1.7M
Woodard & Co. Asset Management Group Inc. 0.43% Add +1.6% 2,030 $1.7M
Parkside Financial Bank & Trust 0.27% Reduce -3.4% 2,028 $1.7M
IFG Advisory, LLC 0.11% New 2,022 $1.7M
First Heartland Consultants, Inc. 0.17% Add +4.3% 2,022 $1.7M
Marble Harbor Investment Counsel, LLC 0.20% Reduce -0.5% 2,015 $1.7M
Valley Brook Capital Group, Inc. 1.33% Add +10.8% 2,011 $1.7M
Central Pacific Bank - Trust Division 0.21% Reduce -10.8% 2,010 $1.7M
Investment Partners, LTD. 0.77% Reduce -0.7% 2,009 $1.7M
Ables, Iannone, Moore & Associates, Inc. 1.13% Reduce -0.3% 2,009 $1.7M
RiverPark Advisors, LLC 1.41% Reduce -3.0% 2,008 $1.7M
Catalyst Financial Partners LLC 0.37% Add +4.6% 2,006 $1.7M
Aletheian Wealth Advisors LLC 0.90% Add +3.5% 2,003 $1.7M
Quintet Private Bank (Europe) S.A. 0.10% Reduce -0.2% 1,748 $1.7M
Pinnacle West Asset Management, Inc. 1.32% No change 2,000 $1.7M
Allegheny Financial Group 0.49% Add +2.1% 1,998 $1.7M
Red Wave Investments LLC 0.63% Reduce -1.2% 1,995 $1.7M
Icon Wealth Advisors, LLC 0.15% Add +0.6% 2,058 $1.7M
BKM Wealth Management, LLC 0.81% Add +3.3% 1,987 $1.7M
Inscription Capital, LLC 0.27% Add +14.5% 1,985 $1.7M
Vaughan David Investments LLC 0.04% Reduce -11.9% 1,985 $1.7M
Wealth Quarterback LLC 0.96% Reduce -4.3% 1,983 $1.7M
Ground Swell Capital, LLC 1.63% New 1,981 $1.7M
DRW Securities, LLC 0.10% New 1,981 $1.7M
Centennial Bank 0.82% Add +1.2% 1,977 $1.7M
Private Ocean, LLC 0.15% Add +8.8% 1,976 $1.7M
St. Clair Advisors, LLC 0.54% Reduce -1.3% 1,975 $1.7M
Capstone Investment Advisors, LLC 0.08% Reduce -55.8% 1,974 $1.7M
Invera Wealth Advisors, LLC 1.72% Reduce -2.8% 1,977 $1.7M
DMC Group, LLC 1.43% Reduce -2.5% 1,969 $1.7M
Western Pacific Wealth Management, LP 1.26% Reduce -0.4% 1,967 $1.7M
Kirtland Hills Capital Management, LLC 1.39% Add +0.5% 1,967 $1.7M
Pullen Investment Management, LLC 1.38% Add +0.1% 1,965 $1.7M
Abacus Wealth Partners, LLC 0.28% Reduce -2.3% 1,963 $1.7M
AlTi Global, Inc. 0.04% Reduce -11.7% 1,962 $1.7M
Verdad Advisers, LP 1.92% Reduce -16.3% 1,961 $1.7M
Keel Point, LLC 0.15% Add +35.4% 1,926 $1.7M
Fermata Advisors, LLC 0.38% Add +22.0% 1,957 $1.7M
CVA Family Office, LLC 0.30% Add +1.5% 1,956 $1.7M
Iowa State Bank 0.37% Add +2.8% 1,953 $1.7M
Rollins Financial Advisors, LLC 0.28% Reduce -0.7% 1,952 $1.7M
Falcon Wealth Planning 0.22% Add +3.3% 1,951 $1.7M
Birmingham Capital Management Co. Inc. 0.65% No change 1,950 $1.7M
WESPAC Advisors, LLC 1.30% Reduce -31.2% 1,948 $1.7M
Orion Capital Management LLC 0.87% No change 1,946 $1.7M
Spectrum Asset Management, Inc. (NB/CA) 0.76% Reduce -3.4% 1,943 $1.7M
Ullmann Wealth Partners Group, LLC 0.24% Add +1.6% 1,942 $1.7M
Arkfeld Wealth Strategies, L.L.C. 0.84% Reduce -0.1% 1,872 $1.6M
Petra Financial Advisors Inc. 1.18% Add +276.9% 1,926 $1.6M
Strategy Asset Managers LLC 0.36% Reduce -28.0% 3,038 $1.6M
Canopy Partners, LLC 0.76% Reduce -0.2% 1,919 $1.6M
360 Financial, Inc. 0.62% Add +15.5% 1,918 $1.6M
Essex Bank 0.44% Add +0.2% 1,918 $1.6M
Mayflower Financial Advisors, LLC 0.27% Add +1.5% 1,917 $1.6M
Curtis Advisory Group, LLC 0.57% Reduce -0.8% 1,909 $1.6M
O'Dell Group, LLC 0.40% No change 2,212 $1.6M
Hazlett, Burt & Watson, Inc. 0.83% Add +48.1% 1,899 $1.6M
Toth Financial Advisory Corp. 0.20% Reduce -12.1% 1,896 $1.6M
Forvis Mazars Wealth Advisors, LLC 0.04% Add +6.2% 1,890 $1.6M
Olistico Wealth, LLC 1.02% Add +2.2% 1,885 $1.6M
LCM Capital Management Inc 1.00% Add +2.2% 1,881 $1.6M
Moloney Securities Asset Management, LLC 0.23% Add +4.0% 1,880 $1.6M
Lester Murray Antman dba SimplyRich 0.50% Add +0.8% 1,877 $1.6M
St. Johns Investment Management Company, LLC 0.76% Add +8.2% 1,871 $1.6M
Opinicus Capital, Inc. 1.34% Add +3.0% 1,870 $1.6M
Richwood Investment Advisors, LLC 1.39% Add +21.8% 1,869 $1.6M
West Family Investments, Inc. 0.48% No change 1,867 $1.6M
Donoghue Forlines LLC 0.45% Reduce -12.1% 1,866 $1.6M
Rf&l Wealth Management, LLC 1.21% No change 1,865 $1.6M
Citizens National Bank Trust Department 0.35% Reduce -1.2% 1,863 $1.6M
Abundance Wealth Counselors 0.73% New 1,861 $1.6M
Maxi Investments CY Ltd 0.36% Add +89.4% 1,860 $1.6M
Fulcrum Capital LLC 0.36% Reduce -13.2% 1,858 $1.6M
Draper Asset Management, LLC 1.20% Add +2.3% 1,856 $1.6M
Financial Partners Group, LLC 0.61% Add +14.9% 1,856 $1.6M
SYSTM Wealth Solutions LLC 0.35% Reduce -1.0% 1,853 $1.6M
Legacy Edge Advisors, LLC 0.29% Add +24.5% 1,851 $1.6M
Cross Staff Investments Inc 1.31% No change 1,850 $1.6M
Cantor Fitzgerald Investment Advisors L.P. 0.12% No change 1,850 $1.6M
Richard W. Paul & Associates, LLC 0.61% Add +1.8% 1,846 $1.6M
RFP Financial Group LLC 0.58% Reduce -0.2% 1,845 $1.6M
Laraway Financial Advisors Inc 1.34% No change 1,842 $1.6M
Curi Capital, LLC 0.04% Reduce -35.0% 1,840 $1.6M
Oakworth Capital, Inc. 0.11% Add +13.9% 1,839 $1.6M
Lineweaver Wealth Advisors, LLC 0.32% Reduce -1.7% 1,829 $1.6M
LVW Advisors, LLC 0.23% Add +19.0% 1,834 $1.6M
Orange Investment Advisors, Inc. 0.20% Add +11.2% 2,353 $1.6M
Arbor Investment Advisors, LLC 0.23% No change 1,829 $1.6M
Edge Capital Group, LLC 0.08% Add +1.5% 1,827 $1.6M
Canandaigua National Bank & Trust Co. 0.17% Add +5.7% 1,824 $1.6M
Kennedy Investment Group, Inc. 0.78% Reduce -0.2% 1,822 $1.5M
Physician Wealth Advisors, Inc. 0.28% Add +0.4% 1,816 $1.5M
Chris Bulman Inc 1.06% — 1,815 $1.5M
Horst & Graben Wealth Management LLC 0.29% Add +2.3% 1,810 $1.5M
New Millennium Group LLC 1.00% Reduce -40.8% 1,808 $1.5M
Blueprint Investment Partners LLC 0.33% Add +6.4% 1,806 $1.5M
Sterling Investment Counsel, LLC 0.60% Reduce -6.2% 1,806 $1.5M
Heritage Wealth Management, Inc. 0.51% — 1,732 $1.5M
Cascade Financial Partners, LLC 0.20% Add +0.3% 1,798 $1.5M
Keating Investment Counselors Inc. 0.49% Reduce -22.2% 1,790 $1.5M
Peddock Capital Advisors, LLC 0.39% Add +0.7% 1,786 $1.5M
Ashton Thomas Securities, LLC 0.37% — 1,709 $1.5M
Sovereign Financial Group, Inc. 0.38% Add +1.1% 1,781 $1.5M
Silverlake Wealth Management LLC 0.62% Add +28.1% 1,771 $1.5M
MJP Associates Inc. 0.31% Reduce -10.7% 1,770 $1.5M
Prentice Wealth Management LLC 0.49% Reduce -0.2% 1,767 $1.5M
Riverpark Capital Management LLC 1.99% No change 1,767 $1.5M
KLCM Advisors, Inc. 0.19% Add +9.0% 1,764 $1.5M
Pacific Capital Wealth Advisors, Inc. 0.27% Add +3.2% 1,760 $1.5M
Deroy & Devereaux Private Investment Counsel Inc. 0.09% No change 1,760 $1.5M
Munro Partners 0.06% Reduce -62.9% 1,760 $1.5M
Alpine Woods Capital Investors, LLC 0.23% Add +22.4% 1,757 $1.5M
Gladius Capital Management LP 1.48% Add +118.4% 1,747 $1.5M
Great Waters Wealth Management 0.23% Add +1.0% 1,745 $1.5M
Avidian Wealth Enterprises, LLC 0.07% Add +8.7% 1,744 $1.5M
Legacy Financial Advisors, Inc. 0.26% Add +1.0% 1,739 $1.5M
Welch Group, LLC 0.07% Add +0.5% 1,736 $1.5M
Wulff, Hansen & Co. 1.46% Add +16.8% 1,735 $1.5M
Sonata Capital Group Inc. 0.76% Reduce -0.3% 1,732 $1.5M
London Co. of Virginia 0.01% No change 1,730 $1.5M
9258 Wealth Management, LLC 0.23% Reduce -2.5% 1,722 $1.5M
Oliver Lagore Vanvalin Investment Group 0.42% Reduce -2.3% 1,722 $1.5M
Hexagon Capital Partners LLC 0.32% Add +0.5% 1,721 $1.5M
Chatham Capital Group, Inc. 0.26% Add +219.5% 1,719 $1.5M
WealthTrust Asset Management, LLC 1.07% Reduce -0.3% 1,718 $1.5M
BayBridge Capital Group, LLC 1.14% Add +2.1% 1,715 $1.5M
Meyer Handelman Co. 0.05% No change 1,713 $1.5M
Prescott Group Capital Management, L.L.C. 0.23% No change 1,708 $1.5M
Associated Banc-Corp 0.05% Add +9.5% 1,708 $1.5M
Regent Peak Wealth Advisors LLC 0.33% Add +1.6% 1,698 $1.4M
MSH Capital Advisors LLC 0.48% Reduce -5.8% 1,695 $1.4M
Hara Capital LLC 0.92% Reduce -0.7% 1,694 $1.4M
Kavar Capital Partners Group, LLC 0.26% Add +2.0% 1,694 $1.4M
Alera Investment Advisors, LLC 0.17% Add +32.4% 1,693 $1.4M
Cedrus LLC 0.72% Reduce -0.8% 1,688 $1.4M
Philadelphia Trust Co. 0.11% Reduce -1.5% 1,687 $1.4M
Quantum Portfolio Management LLC 0.82% Add +23.4% 1,687 $1.4M
Meadow Creek Wealth Advisors LLC 1.35% Add +130.5% 1,685 $1.4M
Creekmur Asset Management LLC 0.37% Add +466.0% 1,681 $1.4M
Red Mountain Financial, LLC 1.72% — 1,676 $1.4M
First American Trust, FSB 0.14% Reduce -32.2% 1,676 $1.4M
JFS Wealth Advisors, LLC 0.11% Reduce -0.6% 1,672 $1.4M
Itau Unibanco Holding S.A. 0.06% New 1,670 $1.4M
MBM Wealth Consultants, LLC 0.48% Reduce -5.8% 1,597 $1.4M
Hutchinson Capital Management 0.29% Add +152.9% 1,664 $1.4M
Harel Insurance Investments & Financial Services Ltd. 0.03% Reduce -20.5% 1,663 $1.4M
Unigestion Holding SA 0.08% Add +20.4% 2,140 $1.4M
Centric Wealth Management 0.41% Add +0.2% 1,725 $1.4M
Northern Financial Advisors Inc 1.13% Add +3.4% 1,658 $1.4M
1834 Investment Advisors Co. 0.17% Reduce -2.9% 1,656 $1.4M
Octavia Wealth Advisors, LLC 0.19% Add +8.5% 1,653 $1.4M
First Command Advisory Services, Inc. 0.01% Reduce -4.6% 1,652 $1.4M
Castle Rock Wealth Management, LLC 0.35% Add +2.7% 1,659 $1.4M
Wallace Hart LLC 1.09% Add +32.4% 1,643 $1.4M
Grant/GrossMendelsohn, LLC 0.64% Reduce -6.8% 1,642 $1.4M
Lodestone Wealth Management LLC 0.73% Add +5.3% 1,638 $1.4M
Gould Asset Management LLC 0.32% No change 1,637 $1.4M
Family Firm, Inc. 0.31% Add +0.1% 1,637 $1.4M
LBMC Investment Advisors, LLC 0.12% No change 1,631 $1.4M
Beacon Capital Management, LLC 0.25% Reduce -0.3% 1,628 $1.4M
Iron Gate Global Advisors LLC 0.23% Add +0.6% 1,627 $1.4M
Hemenway Trust Co LLC 0.12% Reduce -0.7% 1,625 $1.4M
Voya Financial Advisors, Inc. 0.16% Reduce -1.6% 1,622 $1.4M
Pioneer Trust Bank N A 0.37% No change 1,619 $1.4M
Baron Silver Stevens Financial Advisors, LLC 0.26% Add +20.3% 1,618 $1.4M
Adirondack Trust Co. 0.56% Reduce -0.3% 1,615 $1.4M
Morningstar Investment Services LLC 0.01% Add +34.2% 1,613 $1.4M
Traphagen Investment Advisors LLC 0.15% Reduce -2.1% 1,610 $1.4M
Fielder Capital Group LLC 0.53% Add +2.7% 1,609 $1.4M
Altfest L J & Co. Inc. 0.19% Add +1.7% 1,606 $1.4M
Bank of Hawaii 0.06% Reduce -2.3% 1,601 $1.4M
International Private Wealth Advisors LLC 2.29% Add +2.4% 1,600 $1.4M
Weaver Consulting Group 0.47% No change 1,599 $1.4M
Souders Financial Advisors 0.20% Add +2.2% 1,597 $1.4M
TrinityBridge Ltd 0.05% Reduce -12.2% 1,595 $1.4M
Skyline Advisors, Inc. 0.59% Add +2.0% 1,592 $1.4M
Certuity, LLC 0.11% Add +8.5% 1,590 $1.4M
Financial & Tax Architects, LLC 0.36% Add +19.2% 1,586 $1.3M
Sander Capital Advisors Inc. 0.62% No change 1,585 $1.3M
Cardiff Park Advisors, LLC 0.13% Reduce -0.5% 1,578 $1.3M
Ethos Financial Group, LLC 0.24% Reduce -6.5% 1,576 $1.3M
Tortoise Investment Management, LLC 0.15% No change 1,576 $1.3M
Atwood & Palmer Inc. 0.10% Reduce -7.6% 1,575 $1.3M
Global Strategic Investment Solutions, LLC 0.16% No change 1,574 $1.3M
Dogwood Wealth Management LLC 0.82% Add +11.9% 1,572 $1.3M
Roberts Capital Advisors, LLC 1.28% No change 1,821 $1.3M
Columbia Advisory Partners LLC 1.30% Add +2.4% 1,568 $1.3M
Copperwynd Financial, LLC 0.44% Add +3.5% 1,621 $1.3M
Lee Danner & Bass Inc. 0.10% — 1,567 $1.3M
Lodestar Private Asset Management LLC 0.18% Reduce -0.6% 1,565 $1.3M
Allstate Corp. 0.11% No change 1,564 $1.3M
Brown Financial Advisors 0.59% — 1,563 $1.3M
DT Investment Partners, LLC 0.12% No change 1,561 $1.3M
Bridgefront Capital, LLC 0.55% New 1,560 $1.3M
Sompo Asset Management Co., Ltd. 0.22% Add +2.6% 1,560 $1.3M
LexAurum Advisors, LLC 0.33% Reduce -0.4% 1,553 $1.3M
1776 Wealth LLC 0.59% Add +1.5% 1,552 $1.3M
Surience Private Wealth LLC 1.69% No change 1,550 $1.3M
KWB Wealth 0.18% No change 1,793 $1.3M
Navera Investment Management Ltd. 0.02% Reduce -8.5% 1,545 $1.3M
Aprio Wealth Management, LLC 0.24% Add +128.6% 1,541 $1.3M
Winthrop Capital Management, LLC 0.65% Add +0.7% 1,540 $1.3M
Laidlaw Wealth Management LLC 0.72% Reduce -0.8% 1,535 $1.3M
Consilium Wealth Advisory, LLC 0.71% Reduce -0.2% 1,533 $1.3M
Verity & Verity, LLC 0.14% Reduce -6.1% 1,530 $1.3M
Ingalls & Snyder LLC 0.06% Add +3.0% 1,529 $1.3M
Hoxton Planning & Management, LLC 0.60% Reduce -0.7% 1,525 $1.3M
Conestoga Capital Advisors, LLC 0.02% Reduce -23.2% 1,525 $1.3M
Quadcap Wealth Management, LLC 0.23% Add +24.5% 1,523 $1.3M
Robinswood Financial LLC 0.52% Add +12.7% 1,522 $1.3M
WJ Wealth Management, LLC 0.47% Add +144.7% 1,522 $1.3M
Nabity-Jensen Investment Management Inc 1.06% Add +1.1% 1,521 $1.3M
Avalon Capital Management 0.41% New 1,519 $1.3M
Seamount Financial Group Inc. 1.05% Reduce -6.4% 1,517 $1.3M
Levin Capital Strategies, L.P. 0.14% Reduce -11.7% 1,514 $1.3M
Ritter Daniher Financial Advisory LLC / DE 0.41% Reduce -1.3% 1,508 $1.3M
PAX Financial Group, LLC 0.25% Add +8.6% 1,506 $1.3M
WP Advisors, LLC 0.41% Reduce -4.6% 1,504 $1.3M
Independence Bank of Kentucky 0.34% Add +33.1% 1,504 $1.3M
Buckhead Capital Management LLC 0.43% Reduce -10.5% 1,503 $1.3M
Tradewinds Capital Management, LLC 0.38% Add +2.0% 1,501 $1.3M
Zions Bancorporation, N.A. 0.10% Add +6.5% 1,500 $1.3M
Continental Investors Services, Inc. 2.84% No change 1,500 $1.3M
Creative Financial Designs Inc. 0.11% Reduce -5.3% 1,492 $1.3M
United Advisor Group, LLC 0.39% Add +1.9% 1,492 $1.3M
Heritage Trust Co 0.17% Add +8.4% 1,487 $1.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.14% Reduce -3.9% 1,485 $1.3M
ORBA Wealth Advisors, L.L.C. 0.65% Add +7.8% 1,483 $1.3M
Bluespring Wealth Management, LLC 0.14% Add +1.8% 1,480 $1.3M
Davis Capital Management 1.09% No change 1,484 $1.3M
Prudent Man Advisors, LLC 0.44% Reduce -16.1% 1,475 $1.3M
Elevated Capital Advisors, LLC 0.35% Add +6.2% 1,474 $1.3M
Xcel Wealth Management, LLC 0.40% Add +20.4% 1,474 $1.3M
Waterloo Capital, L.P. 0.15% Add +33.3% 1,473 $1.3M
Tempus Wealth Planning, LLC 0.52% Add +6.7% 1,470 $1.2M
Signet Investment Advisory Group, Inc. 0.67% Reduce -1.7% 1,470 $1.2M
Paulson Wealth Management Inc. 0.36% Add +1.9% 1,470 $1.2M
Lee Financial Co 0.20% Reduce -20.8% 1,467 $1.2M
Steigerwald, Gordon & Koch Inc. 0.15% Add +1.7% 1,465 $1.2M
Plante Moran Financial Advisors, LLC 0.12% Add +0.9% 1,464 $1.2M
Drake & Associates, LLC 0.45% Reduce -0.8% 1,463 $1.2M
Brass Tax Wealth Management, Inc. 0.24% New 1,463 $1.2M
Cardinal Strategic Wealth Guidance 0.45% Reduce -0.8% 1,463 $1.2M
Stablepoint Partners, LLC 0.24% Reduce -0.6% 1,523 $1.2M
HBC Financial Services, PLLC 0.79% Add +0.3% 1,515 $1.2M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.51% Reduce -44.8% 1,454 $1.2M
LaSalle St. Investment Advisors, LLC 0.62% Add +0.5% 1,452 $1.2M
GW Henssler & Associates Ltd. 0.07% Add +0.1% 1,450 $1.2M
Park Edge Advisors, LLC 0.38% Reduce -0.1% 1,449 $1.2M
Heritage Financial Services, LLC 0.18% Reduce -0.3% 1,445 $1.2M
Burton Enright Welch 0.28% Reduce -0.4% 1,443 $1.2M
Peoples Bank 0.64% Add +11.1% 1,443 $1.2M
Montag & Caldwell, LLC 0.25% No change 1,443 $1.2M
LifeSteps Financial, Inc. 1.01% No change 1,443 $1.2M
Radnor Capital Management, LLC 0.37% No change 1,442 $1.2M
Greatmark Investment Partners, Inc. 0.18% Reduce -1.2% 1,442 $1.2M
MBL Wealth, LLC 0.14% Reduce -1.5% 1,440 $1.2M
D'Orazio & Associates, Inc. 0.19% Add +3.8% 1,438 $1.2M
Ewa, LLC 0.51% Add +1.0% 1,431 $1.2M
Biltmore Wealth Management, LLC 0.53% Reduce -8.0% 1,434 $1.2M
West Bancorporation Inc. 0.90% Reduce -0.9% 1,433 $1.2M
Trueblood Wealth Management, LLC 0.69% Add +1.7% 1,433 $1.2M
Excalibur Management Corp. 0.50% No change 1,432 $1.2M
Five Oceans Advisors 0.64% Reduce -14.5% 1,430 $1.2M
Sentry LLC 0.22% No change 1,428 $1.2M
Empirical Asset Management, LLC 0.46% Add +148.0% 17,311 $1.2M
Western Financial Corp 0.73% Add +0.6% 1,425 $1.2M
Waypoint Wealth Partners Inc. 0.35% Reduce -3.9% 1,421 $1.2M
JBR Co Financial Management Inc 0.85% Add +0.3% 1,419 $1.2M
Redwood Investment Management, LLC 0.10% Add +6.5% 1,435 $1.2M
JT Stratford LLC 0.22% Reduce -0.1% 1,417 $1.2M
Bridge Advisory, LLC 0.59% Add +0.3% 1,411 $1.2M
Centerpoint Advisors, LLC 0.43% Reduce -2.8% 1,410 $1.2M
Caitlin John, LLC 0.87% Add +5.3% 1,404 $1.2M
Eagle Global Advisors LLC 0.06% Add +0.1% 1,403 $1.2M
Mosaic Family Wealth Partners, LLC 0.19% Reduce -0.3% 1,402 $1.2M
CRA Financial Services, LLC 0.24% Add +1.9% 1,402 $1.2M
Hikari Tsushin, Inc. 0.09% No change 1,400 $1.2M
Garden State Investment Advisory Services LLC 0.41% Add +7.2% 1,393 $1.2M
Hofer & Associates. Inc 0.92% No change 1,396 $1.2M
Gleason Group, Inc. 0.24% Add +0.1% 1,391 $1.2M
Buttonwood Financial Advisors Inc. 0.56% Reduce -0.4% 1,383 $1.2M
Thompson Davis & Co., Inc. 1.02% Reduce -1.1% 1,383 $1.2M
Resurgent Financial Advisors LLC 0.73% Add +0.9% 1,383 $1.2M
Archer Investment Corp 0.34% Reduce -4.4% 1,380 $1.2M
Shira Ridge Wealth Management 0.65% Add +1.8% 1,380 $1.2M
Martin & Co. Inc. 0.29% Reduce -1.5% 1,374 $1.2M
Stableford Capital II LLC 0.46% Reduce -8.9% 1,379 $1.2M
Northwest Investment Counselors, LLC 0.29% Add +14.6% 1,372 $1.2M
Safeguard Investment Advisory Group, LLC 0.36% Add +0.2% 1,371 $1.2M
Oarsman Capital, Inc. 0.26% Add +1.1% 1,371 $1.2M
First Nebraska Trust Co 0.12% No change 1,371 $1.2M
West Paces Advisors Inc. 0.30% Reduce -0.4% 1,371 $1.2M
Coordinated Financial Services, Inc. 1.01% Add +0.1% 1,370 $1.2M
Stonebrook Private Inc. 0.33% Add +1.6% 1,370 $1.2M
Personal Cfo Solutions, LLC 0.18% Reduce -8.4% 1,368 $1.2M
Jmac Enterprises LLC 0.20% Reduce -3.6% 1,368 $1.2M
Sage Rhino Capital LLC 0.28% Add +1.2% 1,364 $1.2M
Scott Capital Advisors, LLC 0.34% Reduce -7.1% 1,304 $1.2M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +13.0% 1,356 $1.2M
Pinion Investment Advisors, LLC 0.57% Reduce -9.2% 1,355 $1.2M
Astoria Portfolio Advisors LLC. 0.41% Reduce -1.7% 1,352 $1.1M
Florida Financial Advisors, LLC 0.69% Add +22.3% 1,376 $1.1M
Concentric Capital Strategies, LP 0.07% Reduce -76.4% 1,349 $1.1M
Beacon Bank & Trust 0.29% Reduce -6.8% 1,349 $1.1M
Ridgecrest Wealth Partners, LLC 0.69% Add +1.9% 1,349 $1.1M
Houlihan Financial Resource Group, Ltd. 0.78% No change 1,346 $1.1M
BSW Wealth Partners 0.19% Add +0.7% 1,346 $1.1M
Modus Advisors, LLC 0.40% Add +7.8% 1,345 $1.1M
Laurel Wealth Advisors LLC 0.20% Add +0.8% 1,345 $1.1M
Marshall & Sullivan Inc. 0.57% Add +0.2% 1,343 $1.1M
Argent Advisors, Inc. 0.45% Add +2.4% 1,341 $1.1M
Missouri Trust & Investment Co 0.43% Add +2.3% 1,340 $1.1M
Northeast Financial Consultants Inc 0.05% No change 1,332 $1.1M
Baader Bank Aktiengesellschaft 0.09% Reduce -33.5% 1,330 $1.1M
Veracity Capital LLC 0.47% Reduce -5.7% 1,329 $1.1M
Capital Advisors, Ltd. LLC 0.15% Add +2.1% 1,328 $1.1M
Formidable Asset Management, LLC 0.18% Add +1.9% 1,328 $1.1M
Wealth Alliance Advisory Group, LLC 0.25% Add +7.9% 1,324 $1.1M
Palisades Hudson Asset Management, L.P. 0.52% No change 1,323 $1.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Reduce -29.0% 1,322 $1.1M
Cascade Investment Group, Inc. 0.88% Reduce -19.6% 1,320 $1.1M
Matisse Capital 0.55% No change 1,318 $1.1M
Phoenix Wealth Advisors 0.56% Reduce -0.2% 1,316 $1.1M
Aspen Wealth Management LLC 0.39% Reduce -0.8% 1,315 $1.1M
Advisory Resource Group 0.25% Add +0.8% 1,314 $1.1M
Financial Engines Advisors L.L.C. 0.00% Reduce -48.2% 1,313 $1.1M
Profit Investment Management, LLC 0.70% No change 1,310 $1.1M
Transatlantique Private Wealth LLC 0.45% Reduce -15.2% 1,346 $1.1M
Schonfeld Strategic Advisors LLC 0.01% Reduce -82.9% 1,306 $1.1M
Summit Asset Management, LLC 0.13% Add +1.0% 1,304 $1.1M
Arlington Capital Management, Inc. 0.96% Add +0.5% 1,301 $1.1M
Coastal Bridge Advisors, LLC 0.27% Add +3.3% 1,300 $1.1M
Alberta Investment Management Corp 0.01% Reduce -90.0% 1,300 $1.1M
Gratus Wealth Advisors, LLC 0.19% Add +2.3% 1,316 $1.1M
Aveo Capital Partners, LLC 0.13% Add +3.4% 1,297 $1.1M
OneAscent Financial Services LLC 0.15% Reduce -24.7% 1,296 $1.1M
Richardson Financial Services Inc. 0.79% Reduce -9.1% 1,296 $1.1M
Rothschild Wealth LLC 0.36% Reduce -1.8% 1,294 $1.1M
Cahaba Wealth Management, Inc. 0.10% Reduce -0.7% 1,294 $1.1M
Aerodigm Wealth, LLC 0.51% Reduce -69.0% 1,291 $1.1M
Montgomery Investment Management Inc. 0.43% No change 1,290 $1.1M
waypoint wealth counsel 0.84% Add +0.4% 1,289 $1.1M
Brandywine Oak Private Wealth LLC 0.11% Reduce -0.8% 1,286 $1.1M
Dynamic Technology Lab Private Ltd 0.12% Reduce -56.4% 1,281 $1.1M
Guidance Capital, Inc. 0.36% Reduce -0.1% 1,324 $1.1M
Independent Wealth Network Inc. 0.51% Reduce -0.1% 1,280 $1.1M
Providence Wealth Advisors, LLC 0.87% Reduce -1.9% 1,284 $1.1M
Synergy Financial Group, LTD 1.14% Add +0.4% 1,276 $1.1M
Birinyi Associates Inc. 0.32% Reduce -69.8% 1,275 $1.1M
Texas Capital Bancshares Inc 0.44% No change 1,275 $1.1M
Northwest Capital Management Inc 0.40% Reduce -8.4% 1,274 $1.1M
Seelaus Asset Management LLC 1.13% No change 1,274 $1.1M
Wilson & Boucher Capital Management, LLC 0.83% Add +17.1% 1,270 $1.1M
Wealth Alliance, LLC 0.14% Reduce -13.2% 1,268 $1.1M
Smith Anglin Financial, LLC 0.11% Reduce -2.0% 1,266 $1.1M
Headinvest, LLC 0.21% Add +11.6% 1,259 $1.1M
Sharper & Granite LLC 0.51% No change 1,257 $1.1M
LaFleur & Godfrey LLC 0.16% Reduce -2.4% 1,256 $1.1M
Evernest Financial Advisors, LLC 0.48% Add +0.2% 1,255 $1.1M
MorganRosel Wealth Management, LLC 0.38% Reduce -8.5% 1,255 $1.1M
Belmont Capital, LLC 0.20% Add +604.5% 1,254 $1.1M
Values Added Financial LLC 0.77% Add +5.8% 1,253 $1.1M
Sandbox Financial Partners, LLC 0.41% Add +79.6% 1,252 $1.1M
CPA Asset Management Group, LLC 0.57% Add +0.5% 1,249 $1.1M
Aristotle Capital Management, LLC 0.00% No change 1,245 $1.1M
Tevis Investment Management 0.85% Reduce -0.1% 1,245 $1.1M
Arax Advisory Partners 0.10% Add +370.1% 1,241 $1.1M
Granite Bay Wealth Management, LLC 0.56% Add +0.8% 1,234 $1.0M
Drive Wealth Management, LLC 0.28% Reduce -0.5% 1,234 $1.0M
Gill Capital Partners, LLC 0.41% Add +0.2% 1,233 $1.0M
Parthenon LLC 0.13% No change 1,228 $1.0M
Sage Capital Management, LLC 0.55% No change 1,227 $1.0M
Ceeto Capital Group, LLC 0.40% No change 1,227 $1.0M
Main Street Group, LTD 0.49% Reduce -0.3% 1,230 $1.0M
Prairie Wealth Advisors, Inc. 0.53% Reduce -7.5% 1,222 $1.0M
Intelligent Financial Strategies 0.64% Add +0.1% 1,222 $1.0M
Portside Wealth Group, LLC 0.20% Add +5.6% 1,221 $1.0M
Fusion Capital, LLC 0.47% Reduce -40.4% 1,218 $1.0M
Wrapmanager Inc. 0.29% Add +17.1% 1,216 $1.0M
Strengthening Families & Communities, LLC 0.30% Add +1959.3% 1,215 $1.0M
Wealth Architects, LLC 0.13% Reduce -8.6% 1,215 $1.0M
Childress Capital Advisors, LLC 0.29% Add +3.1% 1,214 $1.0M
Sterling Financial Planning, Inc. 0.42% No change 1,214 $1.0M
Trinity Financial Advisors LLC 0.46% Add +19.7% 1,214 $1.0M
Ninepoint Partners LP 0.11% Reduce -0.9% 1,213 $1.0M
Court Place Advisors, LLC 0.32% No change 1,207 $1.0M
Founders Financial Alliance, LLC 0.30% Add +8.7% 1,207 $1.0M
Sachetta, LLC 0.44% Add +4.1% 1,259 $1.0M
Alta Advisers Ltd 0.49% No change 1,200 $1.0M
Smith Shellnut Wilson LLC 0.49% Add +0.3% 1,199 $1.0M
Wescott Financial Advisory Group, LLC 0.12% New 1,196 $1.0M
Gilliland Jeter Wealth Management LLC 0.34% No change 1,192 $1.0M
Eclectic Associates Inc. 0.45% Reduce -0.1% 1,192 $1.0M
Merrion Investment Management Co, LLC 0.70% No change 1,190 $1.0M
Sugarloaf Wealth Management, LLC 0.18% Add +0.2% 1,189 $1.0M
World Equity Group, Inc. 0.30% Reduce -8.3% 1,188 $1.0M
Cable Hill Partners, LLC 0.11% New 1,187 $1.0M
Heartwood Wealth Advisors LLC 0.12% Add +94.3% 1,187 $1.0M
Vestor Capital, LLC 0.08% Add +12.2% 1,186 $1.0M
Cahill Financial Advisors Inc. 0.14% Reduce -5.0% 1,185 $1.0M
LVM Capital Management Ltd. 0.11% Add +167.9% 1,184 $1.0M
Capital Insight Partners, LLC 0.19% Add +12.3% 1,182 $1.0M
Cove Private Wealth, LLC 0.82% No change 1,180 $1.0M
Lawson Kroeker Investment Management Inc. 0.19% New 1,180 $1.0M
Morton Capital Management LLC 0.24% Reduce -26.0% 1,179 $1.0M
FinTrust Capital Advisors, LLC 0.18% Add +8.3% 1,178 $1.0M
TPG Advisors LLC 0.85% — 1,177 $1.0M
Kintra Wealth, LLC 0.71% New 1,176 $1000K
Smith, Moore & Co. 0.10% Add +31.3% 1,174 $998K
Sax Wealth Advisors, LLC 0.10% Add +129.1% 1,173 $997K
PBMares Wealth Management LLC 0.24% Add +0.3% 1,172 $997K
Walden Wealth Partners LLC 0.56% No change 1,172 $996K
Allen Investment Management, LLC 0.01% Add +83.1% 1,172 $996K
Acropolis Investment Management, LLC 0.06% Add +21.6% 1,170 $994K
Virtus Advisers, LLC 0.49% Add +6.0% 1,166 $991K
CYBER HORNET ETFs LLC 1.07% Add +0.9% 1,160 $986K
Elevation Wealth Partners, LLC 0.47% Reduce -3.0% 1,159 $985K
Bond & Devick Financial Network, Inc. 0.53% Add +12.9% 1,157 $983K
Members Trust Co 0.03% Reduce -1.0% 1,157 $983K
Truvestments Capital LLC 0.39% Add +12.1% 1,152 $979K
Bedel Financial Consulting, Inc. 0.14% Add +15.5% 1,149 $977K
Dover Advisors, LLC 0.60% Add +4.3% 1,148 $976K
Frisch Financial Group, Inc. 0.30% Add +75.7% 1,149 $976K
Vanguard Capital Wealth Advisors 0.66% Add +2.9% 1,148 $976K
National Wealth Management Group, LLC 0.74% New 1,147 $975K
American State Bank (Iowa) 0.62% Reduce -2.1% 1,143 $972K
Allied Investment Advisors, LLC 0.23% Add +296.9% 1,139 $968K
Seven Mile Advisory 0.71% Add +0.6% 1,139 $967K
Heirloom Wealth Management 0.31% Add +0.8% 1,137 $967K
Cheviot Value Management, LLC 0.19% Reduce -3.8% 1,137 $967K
Up Strategic Wealth Investment Advisors LLC 1.46% Reduce -0.1% 1,137 $966K
Cromwell Holdings LLC 0.58% — 1,134 $964K
Westside Investment Management, Inc. 0.22% Add +2.7% 1,132 $963K
Arrowroot Family Office, LLC 0.62% Reduce -3.8% 1,131 $962K
Waters Parkerson & Co., LLC 0.05% Add +0.9% 1,130 $960K
Hemington Wealth Management 0.32% Add +2.3% 1,127 $958K
Capital Wealth Alliance, LLC 0.55% Add +4.7% 1,126 $957K
Charles Schwab Trust Co 0.09% Add +10.9% 1,123 $955K
Heartland Bank & Trust Co 0.54% Add +0.7% 1,121 $953K
Klingman & Associates, LLC 0.06% Add +2.7% 1,121 $953K
GR Financial Group, LLC 0.21% Add +7.8% 1,121 $953K
Secure Asset Management, LLC 0.18% Add +150.6% 1,120 $952K
Builder Investment Group Inc. 0.26% No change 1,120 $952K
Obsidian Personal Planning Solutions LLC 0.58% Reduce -4.3% 1,118 $950K
FLC Capital Advisors 0.23% No change 1,117 $950K
Destiny Capital Corp 0.65% No change 1,116 $949K
Armstrong Henry H Associates Inc. 0.09% No change 1,116 $949K
First National Bank of Hutchinson 0.61% Reduce -0.2% 1,116 $949K
Permanent Capital Management, LP 0.20% — 958 $948K
Kolinsky Wealth Management, LLC 0.68% Reduce -2.7% 1,116 $948K
Williamson Legacy Group, LLC 0.70% Reduce -0.5% 1,115 $948K
Gries Financial LLC 0.19% Reduce -40.8% 1,110 $943K
Elevation Point Wealth Partners, LLC 0.07% Add +3.8% 1,109 $943K
Lewis Asset Management, LLC 0.72% Add +3.2% 1,108 $942K
Valley Wealth Managers, Inc. 0.07% Add +6.8% 1,107 $941K
B.O.S.S. Retirement Advisors, LLC 0.24% New 1,106 $941K
Sloy Dahl & Holst, LLC 0.20% No change 1,105 $939K
American Institute for Advanced Investment Management, LLP 0.72% No change 1,104 $938K
Ellevest, Inc. 0.06% Add +0.6% 1,103 $938K
Mendel Money Management 0.44% Add +10.6% 1,103 $938K
REDW Wealth LLC 0.25% Reduce -1.5% 1,102 $936K
Long Island Wealth Management, Inc. 0.66% Add +0.1% 1,101 $936K
Sage Advisors, LLC 0.76% Add +14.7% 1,100 $935K
Northern Capital Management, Inc. 0.62% Add +0.1% 1,100 $935K
Lane Generational LLC 1.11% No change 1,100 $935K
Wellington Shields & Co., LLC 0.30% No change 1,100 $935K
Addison Capital Co 0.40% Reduce -12.0% 1,098 $933K
Clearview Wealth Advisors LLC 0.81% Add +22.2% 1,097 $933K
Magnus Financial Group LLC 0.11% Add +3.7% 1,097 $932K
Absolute Capital Management, LLC 0.56% Add +76.2% 1,096 $932K
Peoples Financial Services Corp. 0.42% Reduce -6.7% 1,093 $929K
Beverly Hills Private Wealth, LLC 0.20% Add +1.9% 1,092 $929K
Bangor Savings Bank 0.09% Add +2.4% 1,090 $926K
Strategic Investment Advisors / MI 0.11% Reduce -0.5% 1,087 $924K
Oxford Wealth Group, LLC 0.63% Add +2.7% 1,086 $923K
Enzi Wealth 0.41% Add +2.5% 1,042 $923K
Fortitude Family Office, LLC 0.52% Add +0.9% 1,082 $920K
Capital Square, LLC 0.60% Reduce -12.6% 1,084 $919K
Virtue Capital Management, LLC 0.16% Add +20.4% 1,080 $918K
Patton Albertson Miller Group, LLC 0.13% Add +11.2% 1,079 $917K
Advisory Services & Investments, LLC 0.64% No change 1,078 $917K
Nottingham Advisors, Inc. 0.11% No change 1,077 $915K
Dominguez Wealth Management Solutions, Inc. 0.69% Add +4.5% 1,077 $915K
Cetera Trust Company, N.A 0.57% No change 1,074 $913K
Crown Wealth Group, LLC 0.45% Reduce -0.8% 1,062 $903K
Shared Vision Wealth Group LLC 0.52% Add +202.6% 1,059 $900K
Wealthstream Advisors, Inc. 0.33% Reduce -3.2% 1,058 $899K
Deseret Mutual Benefit Administrators 0.42% Reduce -0.7% 1,058 $899K
Amplius Wealth Advisors, LLC 0.10% Add +0.4% 1,058 $899K
Poehling Capital Management, INC. 0.25% Add +21.9% 1,056 $898K
First Financial Corp. 0.46% Reduce -1.9% 1,056 $898K
Adero Partners, LLC 0.07% Add +269.2% 1,056 $897K
Castle Wealth Management LLC 0.43% Reduce -2.4% 1,051 $893K
TFB Advisors LLC 0.29% Add +19.7% 1,051 $893K
Greenwich Wealth Management LLC 0.07% No change 1,049 $892K
Kowal Investment Group, LLC 0.18% Add +9.5% 1,045 $888K
Leeward Financial Partners, LLC 0.36% Reduce -4.7% 1,045 $888K
Wexford Capital LP 0.22% New 1,044 $887K
Silver Oak Advisory Group, Inc. 0.49% No change 1,042 $885K
Leonteq Securities AG 0.12% Reduce -14.1% 1,041 $885K
Seeds Investor LLC 0.45% Add +102.3% 1,040 $884K
Empire Financial Management Company, LLC 0.29% Reduce -11.9% 1,040 $884K
Pachira Investments Inc. 0.78% Reduce -3.4% 1,040 $884K
Foster Group, Inc. 0.03% Add +6.3% 1,037 $882K
Platte River Wealth Advisors, LLC 0.25% Reduce -14.4% 1,037 $881K
SJS Investment Consulting Inc. 0.17% Add +4.6% 1,032 $877K
Hunter Associates Investment Management LLC 0.15% Add +0.3% 1,023 $871K
Smith & Howard Wealth Management, LLC 0.26% No change 1,024 $871K
Integrity Financial Corp 0.54% Reduce -0.9% 1,024 $870K
Barton Investment Management 0.12% No change 1,024 $870K
Zhang Financial LLC 0.06% Add +1.4% 1,024 $870K
Steel Grove Capital Advisors, LLC 0.12% Add +9.3% 1,022 $869K
Eagle Harbor Asset Management Inc. 0.93% Reduce -2.4% 1,021 $868K
IFG Advisors, LLC 0.21% No change 1,020 $867K
Duff & Phelps Investment Management Co. 0.01% Reduce -80.1% 1,018 $865K
One Charles Private Wealth Services, LLC 0.36% Reduce -3.0% 1,017 $864K
Janiczek Wealth Management, LLC 0.18% Add +3.4% 1,016 $864K
First National Bank & Trust Co. of Newtown 0.18% Add +8.0% 1,015 $863K
Lebenthal Global Advisors, LLC 0.19% Add +20.9% 1,012 $860K
Windsor Capital Management, LLC 0.27% Reduce -9.0% 1,011 $859K
Motiv8 Investments LLC 0.64% Add +2.9% 1,009 $859K
Magnolia Capital Management Ltd. 0.72% No change 1,008 $857K
Madison Wealth Partners, Inc 0.29% Reduce -1.6% 1,005 $854K
Breakwater Capital Group 0.19% Add +0.8% 1,005 $854K
Affinity Wealth Management LLC 0.16% Add +1.1% 1,003 $852K
iSAM Funds (UK) Ltd 0.64% New 1,002 $852K
White Knight Strategic Wealth Advisors, LLC 0.85% Reduce -1.3% 1,001 $851K
LongView Wealth Management 0.31% Reduce -0.9% 1,001 $851K
Accurate Wealth Management, LLC 0.20% Add +7.4% 1,002 $850K
Riverview Trust Co 0.81% Add +1.9% 998 $848K
Emerald Advisers, LLC 0.04% Reduce -6.4% 996 $847K
Chaney Capital Management, Inc. 0.56% Add +5.1% 995 $846K
Revolve Wealth Partners, LLC 0.14% Reduce -0.4% 992 $843K
Investmark Advisory Group LLC 0.45% Reduce -0.6% 991 $843K
Altiora Financial Group, LLC 0.20% No change 990 $841K
Carolinas Wealth Consulting LLC 0.16% Add +0.1% 990 $841K
Cynosure Group, LLC 0.13% Reduce -0.7% 988 $840K
Interchange Capital Partners, LLC 0.31% Add +159.7% 987 $838K
Werba Rubin Papier Wealth Management 0.23% Add +52.3% 984 $837K
Pettinga Financial Advisors LLC 0.21% Add +0.1% 981 $834K
Canvas Wealth Advisors, LLC 0.26% Reduce -18.7% 1,029 $834K
McRae Capital Management Inc. 0.19% No change 978 $831K
Wbi Investments, LLC 0.20% Reduce -48.6% 974 $828K
Private Management Group Inc. 0.03% No change 974 $828K
Paces Ferry Wealth Advisors, LLC 0.50% Add +5.3% 972 $826K
Pacific Center for Financial Services 0.23% No change 971 $826K
Wealthspire Retirement, LLC 0.07% Reduce -1.7% 971 $825K
Wealth Effects LLC 0.30% Add +9.5% 970 $824K
Calydon Capital 0.15% No change 968 $823K
Red Lighthouse Investment Management, LLC 0.34% Add +0.1% 968 $823K
Owen LaRue, LLC 0.51% Add +12.8% 966 $821K
Scientech Research LLC 0.17% Reduce -57.6% 965 $820K
Oak Hill Wealth Advisors, LLC 0.25% — 962 $818K
LJI Wealth Management, LLC 0.18% Add +0.2% 962 $818K
Legacy PCG, LLC 0.51% Add +1.4% 961 $817K
Mraz, Amerine & Associates, Inc. 0.17% No change 961 $817K
Earned Wealth Advisors, LLC 0.31% Add +2.6% 961 $817K
Sound Income Strategies, LLC 0.06% Add +33.5% 960 $816K
PrairieView Partners, LLC 0.09% Add +125.7% 959 $815K
Flynn Zito Capital Management, LLC 0.42% Add +12.2% 958 $814K
Live Oak Private Wealth LLC 0.14% No change 956 $813K
Woodley Farra Manion Portfolio Management Inc. 0.04% Reduce -0.1% 954 $811K
McLean Asset Management Corp 0.26% Reduce -5.6% 914 $808K
Foundation Wealth Management, LLC 0.63% No change 949 $807K
CFO4Life Group, LLC 0.15% Reduce -1.8% 947 $805K
Mascoma Wealth Management LLC 0.21% Reduce -6.8% 946 $804K
Kensington Investment Counsel, LLC 0.36% Reduce -25.5% 945 $803K
Pinnacle Wealth Management, LLC 1.00% New 942 $801K
Pacifica Partners Inc. 0.34% Reduce -3.4% 927 $799K
Altus Wealth Group LLC 0.40% No change 938 $797K
Tradewinds, LLC. 0.25% Reduce -74.1% 938 $797K
Alpha Financial Partners LLC 0.69% Reduce -2.6% 938 $797K
Gemmer Asset Management LLC 0.08% Add +5.7% 933 $793K
CMG Global Holdings, LLC 0.52% Reduce -1.3% 933 $793K
Biltmore Family Office, LLC 0.15% Add +17.4% 932 $792K
Darwin Wealth Management, LLC 0.39% Reduce -1.7% 929 $790K
FIL Ltd 0.00% Reduce -3.7% 928 $789K
IRON Financial LLC 0.44% Add +2.4% 927 $788K
CTC LLC 0.06% Reduce -97.8% 926 $787K
Summa Corp. 0.38% No change 923 $785K
Ssi Investment Management LLC 0.31% No change 921 $783K
TFC Financial Management, Inc. 0.14% No change 920 $782K
Provident Investment Management, Inc. 0.07% Add +84.0% 920 $782K
Princeton Global Asset Management LLC 0.17% Add +9.1% 920 $782K
CCG Wealth Management, LLC 0.44% Add +1.7% 916 $779K
Virginia Wealth Management Group, Inc. 0.71% Add +0.1% 916 $778K
Tributary Capital Management, LLC 0.06% Reduce -3.2% 915 $778K
M3 Advisory Group, LLC 0.64% Add +10.4% 914 $777K
Essex LLC 0.17% Add +0.1% 914 $777K
Collective Family Office LLC 0.23% Reduce -3.7% 912 $775K
Culbertson A N & Co. Inc. 0.14% No change 912 $775K
Y.D. More Investments Ltd 0.08% Add +12.6% 1,026 $775K
SignalPoint Asset Management, LLC 0.21% Reduce -2.6% 911 $774K
Courage Miller Partners, LLC 0.28% No change 910 $774K
Councilmark Asset Management, LLC 0.55% No change 905 $769K
Solidarity Wealth, LLC 0.23% Reduce -82.3% 905 $769K
Meridian Investment Counsel Inc. 0.24% No change 902 $767K
Convergence Investment Partners, LLC 0.22% Reduce -24.0% 902 $766K
BIP Wealth, LLC 0.06% Reduce -27.0% 901 $766K
Berkshire Asset Management LLC 0.04% Add +67.9% 900 $765K
Marcum Wealth, LLC 0.08% Add +7.7% 898 $764K
Orrstown Financial Services Inc. 0.40% Reduce -8.7% 898 $763K
Osterweis Capital Management Inc. 0.05% Reduce -0.7% 897 $762K
Crescent Grove Advisors, LLC 0.08% Reduce -1.5% 896 $762K
KPP Advisory Services LLC 0.20% Add +14.4% 895 $761K
Symphony Financial Services, Inc. 0.65% — 552 $760K
Ruggaard & Associates LLC 0.35% Reduce -2.6% 894 $760K
One Day In July LLC 0.09% Add +12.2% 894 $760K
Weinberger Asset Management, Inc 0.36% Add +0.3% 891 $757K
Benchmark Financial Wealth Advisors, LLC 0.28% Reduce -5.9% 887 $754K
Wealth Management Associates, Inc. 0.35% No change 885 $752K
New Wave Wealth Advisors LLC 0.40% — 885 $752K
Vantage Wealth 0.17% No change 885 $752K
BlueChip Wealth Advisors LLC 0.44% Add +198.0% 885 $752K
New Capital Management LP 0.23% No change 884 $752K
Lifeworks Advisors, LLC 0.21% Reduce -7.1% 884 $751K
Vance Wealth, LLC 0.31% Reduce -7.0% 883 $750K
Beta Wealth Group, Inc. 0.36% Reduce -1.0% 882 $750K
Enterprise Financial Services Corp 0.46% Reduce -1.2% 881 $749K
Seven Eight Capital, LP 0.08% Reduce -87.8% 880 $748K
Armstrong Advisory Group, Inc. 0.07% Add +34.0% 879 $747K
Perpetual Ltd 0.01% Reduce -1.1% 878 $746K
Old Port Advisors 0.22% Add +3.2% 876 $745K
Royal Capital Wealth Management, LLC 0.56% Add +20.8% 871 $740K
Hirtle & Co., LLC 0.04% Add +7.1% 871 $740K
Menard Financial Group LLC 0.53% Add +2.8% 870 $739K
Harvey Capital Management Inc. 0.19% No change 870 $739K
Monarch Capital Management Inc. 0.22% No change 867 $737K
TNF LLC 0.27% Add +145.4% 886 $736K
Integrated Investment Consultants, LLC 0.20% No change 1,005 $736K
Howard Financial Services, LTD. 0.12% No change 865 $735K
Riverwater Partners LLC 0.54% Add +69.6% 865 $735K
Diligent Investors, LLC 0.18% Add +3.4% 865 $735K
Winthrop Advisory Group LLC 0.10% Add +15.3% 864 $735K
Tsfg, LLC 0.17% Add +3.4% 862 $733K
Royal Fund Management, LLC 0.10% Reduce -10.1% 861 $732K
Aberdeen Wealth Management LLC 0.49% Reduce -37.9% 860 $731K
Embree Financial Group 0.14% Reduce -3.7% 859 $730K
Riversedge Advisors, LLC 0.18% Add +1.5% 858 $729K
Trademark Financial Management, LLC 0.59% New 858 $729K
Tamar Securities, LLC 0.12% No change 856 $728K
Rappaport Reiches Capital Management, LLC 0.21% Reduce -53.4% 855 $727K
EWG Elevate Inc. 0.27% Add +1.8% 855 $727K
Milestone Asset Management, LLC 0.18% Add +37.5% 854 $726K
Von Berge Wealth Management Group, LLC 0.46% Reduce -0.9% 857 $725K
Warther Private Wealth, LLC 0.28% Add +174.5% 851 $723K
Patriot Investment Management Group, Inc. 0.06% Reduce -22.1% 851 $723K
Accretive Wealth Partners, LLC 0.30% Add +97.4% 849 $722K
Callahan Advisors, LLC 0.07% No change 847 $720K
Brown Miller Wealth Management, LLC 0.30% Reduce -2.0% 844 $718K
Clarus Wealth Advisors 0.38% Reduce -11.3% 810 $716K
Veridan Wealth LLC 0.29% — 724 $716K
Sawyer & Company, Inc 0.28% No change 840 $714K
Catalyst Private Wealth, LLC 0.38% Reduce -9.7% 838 $712K
First Trust Investment Solutions L.P. 0.10% Add +13.7% 838 $712K
Moody LYNN Lieberson & Walker, LLC 0.05% No change 837 $711K
Ranch Capital Advisors Inc. 0.37% Add +7.2% 835 $710K
TrueMark Investments, LLC 0.24% New 834 $709K
Sit Investment Associates Inc. 0.02% No change 833 $708K
Investment Partners Asset Management, Inc. 0.63% No change 832 $707K
Magellan Asset Management Ltd 0.01% Reduce -21.9% 832 $707K
Pettyjohn, Wood & White, Inc. 0.14% Reduce -0.4% 831 $706K
Bennett Selby Investments LP 0.32% Add +1.7% 829 $704K
Private Client Services, LLC 0.44% Reduce -4.6% 828 $704K
Fortune 45 LLC 0.54% Reduce -0.1% 827 $704K
JB Capital LLC 0.04% Add +6.4% 828 $704K
Acorns Advisers, LLC 0.01% Add +29.8% 827 $703K
KFG Wealth Management, LLC 0.28% Add +1.2% 823 $699K
M. Kraus & Co 0.21% No change 820 $697K
Alerus Financial NA 0.05% Reduce -3.0% 819 $696K
Tandem Wealth Advisors LLC 0.37% No change 819 $696K
Exchange Bank 0.59% Add +1.1% 817 $694K
Hiley Hunt Wealth Management 0.43% Add +0.1% 816 $693K
Duncan Williams Asset Management, LLC 0.58% Add +8.0% 815 $693K
Beacon Financial Group 0.08% Add +6.7% 815 $693K
Vantage Consulting Group Inc 0.51% Reduce -17.4% 814 $692K
ArrowMark Colorado Holdings LLC 0.01% No change 814 $692K
OneAscent Wealth Management LLC 0.36% Reduce -26.3% 813 $691K
Weil Company, Inc. 0.25% Add +5.0% 812 $690K
Safeguard Financial, LLC 0.19% Add +132.7% 812 $690K
Wick Capital Partners, LLC 0.24% New 811 $689K
Root Financial Partners, LLC 0.16% Add +52.5% 810 $689K
Veery Capital, LLC 0.28% Add +0.3% 809 $688K
Whalen Wealth Management Inc. 0.54% Reduce -49.5% 809 $687K
Fairhaven Wealth Management, LLC 0.23% Add +1.3% 805 $684K
Lazari Capital Management, Inc. 0.31% Add +11.7% 804 $683K
Gallagher Fiduciary Advisors, LLC 0.15% No change 804 $683K
WealthBridge Capital Management, LLC 0.23% Reduce -5.1% 804 $683K
SMART Wealth LLC 0.28% Add +3.0% 803 $683K
Gateway Wealth Partners, LLC 0.21% Add +5.8% 802 $682K
Monument Capital Management 0.20% Add +9.3% 801 $681K
Nixon Peabody Trust Co. 0.06% Add +99.8% 801 $681K
Counterpoint Mutual Funds LLC 0.16% New 800 $680K
Impax Asset Management Group plc 0.00% New 800 $680K
Debussy Capital Management LP 0.19% Add +2.0% 796 $677K
Boltwood Capital Management 0.21% Add +1.7% 790 $671K
Chickasaw Capital Management LLC 0.03% Add +1.3% 790 $671K
Washington Trust Advisors, Inc. 0.06% Add +6.3% 789 $671K
Security National Bank 0.10% Reduce -0.8% 789 $671K
Abbot Financial Management, Inc. 0.36% Add +1.9% 786 $668K
Vista Investment Partners LLC 0.22% Add +1.9% 783 $666K
Austin Wealth Management, LLC 0.16% Add +8.4% 786 $665K
Bigelow Investment Advisors, LLC 0.32% Reduce -0.4% 782 $665K
Financial Security Advisor, Inc. 0.22% No change 781 $664K
Carlson Capital Management 0.03% Add +0.1% 781 $663K
Vest Financial, LLC 0.02% Add +5.7% 779 $662K
Peninsula Wealth, LLC 0.12% Add +0.5% 785 $661K
Joule Financial, LLC 0.27% No change 778 $661K
Van Strum & Towne Inc. 0.24% No change 777 $660K
Financial Perspectives, Inc 0.24% No change 775 $659K
Schneider Downs Wealth Management Advisors, LP 0.15% Reduce -2.3% 775 $659K
Trust Co 0.09% Add +67.0% 775 $659K
Axiom Advisory, LLC 0.01% New 837 $658K
Templeton & Phillips Capital Management, LLC 0.58% New 771 $655K
CFS Investment Advisory Services, LLC 0.05% Add +3.5% 771 $655K
First City Capital Management, Inc. 0.37% No change 769 $654K
Aua Capital Management, LLC 0.39% No change 768 $653K
Plimoth Trust Co. LLC 0.17% Reduce -11.8% 768 $653K
Chapin Davis, Inc. 0.22% No change 767 $652K
Evanson Asset Management, LLC 0.05% Reduce -5.1% 766 $651K
Consolidated Portfolio Review Corp 0.15% Add +20.7% 763 $649K
Marks Group Wealth Management, Inc 0.07% No change 763 $649K
Seizert Capital Partners, LLC 0.03% No change 763 $649K
Apexium Financial, LP 0.05% Add +3.7% 758 $644K
Full Sail Capital, LLC 0.04% Reduce -1.9% 758 $644K
Peak Financial Management, Inc. 0.20% Reduce -14.7% 756 $643K
Point Windward Advisors Inc. 0.26% No change 755 $642K
Clarity Capital Partners LLC 0.39% Add +24.1% 753 $640K
Key Client Fiduciary Advisors, LLC 0.32% Reduce -0.4% 752 $639K
Rise Advisors, LLC 0.34% Add +0.4% 751 $638K
Smart Money Group LLC 0.23% Add +6.6% 776 $638K
Cambridge Advisors Inc. 0.15% Reduce -0.1% 750 $637K
Horan Capital Advisors, LLC. 0.22% Add +0.7% 748 $636K
Pekin Hardy Strauss, Inc. 0.09% Reduce -5.7% 747 $635K
Fragasso Financial Advisors Inc 0.05% Add +6.1% 746 $634K
Trilogy Capital Inc. 0.03% Add +157.2% 746 $634K
Tarbox Family Office, Inc. 0.11% No change 745 $633K
BCS Wealth Management 0.31% Reduce -0.5% 745 $633K
Salomon & Ludwin, LLC 0.07% Reduce -24.8% 744 $632K
Abound Wealth Management 0.23% Add +3.5% 743 $631K
Intrua Financial, LLC 0.10% Add +7.4% 742 $630K
Advus Financial Partners, LLC 0.19% Reduce -5.5% 741 $630K
Private Capital Management LLC 0.13% Reduce -1.1% 740 $629K
Insight Folios Inc 0.26% Reduce -1.3% 740 $629K
AIMZ Investment Advisors, LLC 0.23% No change 740 $629K
Abner Herrman & Brock LLC 0.08% Add +8.0% 739 $628K
Savvy Advisors, Inc. 0.20% Add +128.8% 739 $628K
Berkeley Capital Partners, LLC 0.19% Add +4.2% 738 $628K
Navalign, LLC 0.20% Reduce -0.7% 737 $626K
Stonebridge Financial Planning Group, LLC 0.31% Add +27.8% 736 $625K
Whelan Financial 0.28% Add +6.2% 734 $624K
Selective Wealth Management, Inc. 0.27% Reduce -0.8% 704 $624K
Concorde Asset Management, LLC 0.38% Add +9.4% 731 $622K
Asio Capital, LLC 0.13% Reduce -1.9% 731 $621K
Aurora Private Wealth, Inc. 0.54% Add +2.7% 731 $621K
BOCHK Asset Management Ltd 0.20% Add +21.7% 730 $620K
American Capital Advisory, LLC 0.44% Reduce -14.2% 939 $620K
Traveka Wealth, LLC 0.30% Add +3.7% 729 $620K
Garrison Asset Management, LLC 0.32% Reduce -1.9% 726 $617K
SkyOak Wealth, LLC 0.14% Reduce -21.6% 725 $616K
Thomasville National Bank 0.05% Add +14.0% 724 $615K
Firestone Capital Management 0.17% No change 723 $615K
Old Mission Investment Co LLC 0.20% Reduce -6.5% 723 $615K
RVW Wealth, LLC 0.06% Add +6.2% 723 $614K
Inspirion Wealth Advisors, LLC 0.09% Add +6.8% 722 $614K
KRS Capital Management, LLC 0.46% Reduce -11.6% 721 $613K
First Commonwealth Financial Corp 0.16% New 720 $612K
Hyperion Partners, LLC 0.44% Add +0.8% 720 $612K
Quantum Financial Advisors, LLC 0.11% Add +3.6% 719 $611K
Aspen Grove Capital, LLC 0.14% Add +3.8% 718 $611K
Twin Lakes Capital Management, LLC 0.42% No change 718 $610K
Lakeridge Wealth Management LLC 0.37% Add +0.6% 717 $609K
Sunpointe, LLC 0.40% Add +3.9% 716 $609K
Palisade Asset Management, LLC 0.06% No change 715 $608K
Hendershot Investments Inc. 0.09% Reduce -7.5% 713 $606K
Greenwood Capital Associates LLC 0.08% Reduce -13.6% 713 $606K
CoreFirst Bank & Trust 0.41% Reduce -14.1% 712 $605K
Camelot Portfolios, LLC 0.34% New 711 $605K
Davidson Investment Advisors 0.03% Reduce -1.1% 711 $604K
First Community Trust NA 0.52% Add +2.8% 709 $603K
Kwmg, LLC 0.06% New 707 $601K
Phillips Wealth Planners LLC 0.63% Reduce -2.0% 679 $600K
Echo45 Advisors LLC 0.42% Reduce -15.8% 706 $600K
Requisite Capital Management, LLC 0.14% New 706 $600K
Willis Johnson & Associates, Inc. 0.05% Add +12.8% 705 $599K
Bill Few Associates, Inc. 0.23% Reduce -1.7% 705 $599K
Family Manage LLC 0.11% Reduce -3.6% 702 $597K
Centennial Wealth Advisory LLC 0.26% Add +10.7% 702 $596K
49 Wealth Management, LLC 0.12% Add +0.7% 705 $596K
Liberty Wealth Management LLC 0.11% Add +1216.8% 9,191 $596K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.31% Reduce -30.0% 700 $595K
Rosenberg Matthew Hamilton 0.18% Reduce -1.4% 702 $594K
Apeiron RIA LLC 0.18% Reduce -1.4% 698 $594K
EdgeRock Capital LLC 0.46% Add +11.9% 695 $591K
Community Bank & Trust, Waco, Texas 0.15% Reduce -1.4% 695 $591K
Alkeme Wealth, LLC 0.28% Reduce -26.5% 694 $590K
Towerpoint Wealth, LLC 0.29% Add +5.0% 692 $588K
Goldstein Advisors, LLC 0.10% Reduce -13.2% 691 $587K
Beacon Financial Advisory LLC 0.22% Add +90.4% 691 $587K
Oder Investment Management, LLC 0.53% Add +2.2% 690 $586K
Wittenberg Investment Management, Inc. 0.20% Reduce -0.1% 689 $586K
LRI Investments, LLC 0.07% Add +132.1% 687 $584K
TMD Wealth Management, LLC 0.13% Reduce -16.2% 687 $584K
Chesapeake Wealth Management 0.21% Add +20.6% 686 $583K
Financial Alternatives, Inc 0.43% Add +2.3% 681 $579K
PCA Investment Advisory Services Inc. 0.30% Add +0.1% 679 $577K
Spectrum Wealth Advisory Group, LLC 0.62% Add +42.0% 679 $577K
Winslow Asset Management Inc. 0.11% No change 678 $576K
BOS Asset Management, LLC 0.27% Reduce -4.5% 677 $575K
Fi3 FINANCIAL ADVISORS, LLC 0.25% Add +1.0% 677 $575K
MN Wealth Advisors, LLC 0.33% Add +2.9% 676 $575K
Sandy Cove Advisors, LLC 0.26% Reduce -14.2% 676 $574K
Unique Wealth, LLC 0.15% Add +5.0% 675 $574K
Ulland Investment Advisors, LLC 0.44% Add +1.1% 675 $574K
Parkside Advisors LLC 0.15% Reduce -36.4% 674 $573K
Worth Asset Management, LLC 0.34% New 673 $572K
Citizens Business Bank 0.12% Reduce -6.9% 673 $572K
White Pine Capital LLC 0.22% No change 671 $570K
Accel Wealth Management 0.23% Add +25.2% 671 $570K
DGS Capital Management, LLC 0.16% Add +10.7% 670 $570K
Lakeshore Financial Planning, Inc. 0.28% No change 668 $568K
Yarger Wealth Strategies, LLC 0.34% Add +0.3% 668 $567K
Ion Asset Management Ltd. 0.04% New 665 $565K
Blossom Wealth Management 1.23% Reduce -0.5% 664 $565K
Scarborough Advisors, LLC 0.23% Add +9.8% 664 $564K
Capula Management Ltd 0.01% Reduce -30.5% 663 $564K
GFS Advisors, LLC 0.09% Reduce -47.6% 300 $562K
Lowe Brockenbrough & Co. Inc. 0.04% Reduce -2.6% 661 $562K
Coastwise Capital Group, LLC 0.54% Add +0.1% 661 $562K
Tyler-Stone Wealth Management 0.23% Reduce -1.6% 661 $561K
Torray Investment Partners LLC 0.08% Reduce -0.6% 658 $559K
Atlas Financial Advisors, Inc. 0.92% Reduce -10.5% 656 $558K
Carr Financial Group Corp 0.18% Add +4.0% 655 $557K
Fairview Capital Investment Management, LLC 0.03% No change 654 $556K
Barnes Pettey Financial Advisors, LLC 0.48% No change 653 $555K
Thompson Investment Management, Inc. 0.09% Reduce -10.6% 653 $555K
Edgemoor Investment Advisors, Inc. 0.05% Add +1.9% 653 $555K
Facet Wealth, Inc. 0.02% Add +66.6% 683 $553K
Keystone Financial Group 0.20% Add +25.4% 651 $553K
Total Clarity Wealth Management, Inc. 0.19% Add +11.5% 649 $552K
Optiver Holding B.V. 0.01% Reduce -97.5% 649 $552K
Lantz Financial LLC 0.17% Reduce -0.8% 647 $550K
Crescent Sterling, Ltd. 0.53% Reduce -0.5% 647 $550K
Allen Mooney & Barnes Investment Advisors LLC 0.10% Reduce -9.3% 645 $549K
Taylor Financial Group, Inc. 0.42% No change 645 $548K
Jacobsen Capital Management 0.24% Add +10.1% 645 $548K
Gibson Capital, LLC 0.12% No change 645 $548K
Sherbrooke Park Advisers LLC 0.10% Reduce -51.3% 645 $548K
Darden Wealth Group Inc 0.33% No change 640 $544K
McAdam, LLC 0.03% Add +14.7% 640 $544K
Gen-Wealth Partners Inc 0.26% Reduce -4.2% 639 $543K
First International Bank & Trust 0.19% No change 638 $542K
MCF Advisors LLC 0.04% Add +1.3% 637 $542K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.12% No change 637 $541K
Orin Green Financial, LLC 0.25% New 636 $540K
HBW Advisory Services LLC 0.09% Add +47.0% 635 $540K
Gateway Advisory, LLC 0.09% Add +12.1% 632 $537K
Carmel Capital Partners, LLC 0.23% Reduce -2.3% 630 $536K
Auto-Owners Insurance Co 0.01% No change 630 $535K
Triangle Securities Wealth Management 0.15% No change 628 $534K
Bantamac Capital, LLC 0.32% Reduce -20.9% 628 $534K
FFT Wealth Management LLC 0.05% Reduce -2.6% 627 $533K
Van Cleef Asset Management,Inc 0.07% No change 626 $532K
New Republic Capital, LLC 0.27% Add +44.7% 625 $531K
Affinity Capital Advisors, LLC 0.11% Reduce -0.3% 625 $531K
FWL Investment Management, LLC 0.27% Add +20.2% 625 $531K
V2 Financial group LLC 0.36% Reduce -3.6% 650 $530K
Canal Capital Management, LLC 0.09% Add +1.6% 622 $529K
Stonebridge Capital Advisors LLC 0.05% Reduce -2.8% 621 $528K
CWS Financial Advisors, LLC 0.21% Add +4.4% 620 $527K
Vertex Planning Partners, LLC 0.14% Add +2.3% 619 $526K
SilverOak Wealth Management LLC 0.13% No change 619 $526K
First Citizens Financial Corp 0.31% No change 617 $524K
West Wealth Group, LLC 0.19% Add +31.9% 616 $524K
Nemes Rush Group LLC 0.07% Add +1.0% 616 $523K
BNP Paribas 0.03% Add +29.5% 615 $523K
Bourgeon Capital Management LLC 0.10% Add +34.0% 615 $523K
Mountain Capital Investment Advisors Inc. 0.13% Add +3.7% 614 $521K
Gilman Hill Asset Management, LLC 0.09% Add +19.5% 613 $521K
1900 Wealth Management LLC 0.05% Reduce -7.7% 612 $520K
Sfm, LLC 0.39% No change 612 $520K
Optivise Advisory Services LLC 0.28% — 611 $519K
Kaizen Financial Strategies 0.32% Reduce -4.5% 640 $519K
MRP Capital Investments, LLC 0.48% No change 610 $518K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -4.5% 609 $518K
Swisher Financial Concepts, Inc. 0.52% No change 601 $516K
Phocas Financial Corp. 0.06% No change 606 $515K
GDS Wealth Management 0.06% Add +11.8% 606 $515K
Gitterman Wealth Management, LLC 0.20% No change 602 $512K
Lattice Capital Management, LLC 0.40% New 600 $510K
EHP Funds Inc. 0.25% Reduce -25.0% 600 $510K
Pictet North America Advisors SA 0.06% No change 600 $510K
Dynamic Wealth Strategies, LLC 0.44% Add +0.5% 599 $509K
Wealthquest Corp 0.05% No change 598 $508K
Alaethes Wealth, LLC 0.21% Reduce -57.4% 597 $507K
Newman Dignan & Sheerar, Inc. 0.13% Add +5.3% 595 $506K
Hamilton Wealth, LLC 0.14% Add +0.2% 594 $504K
Goldstone Financial Group, LLC 0.10% Reduce -66.5% 593 $504K
Smith Salley Wealth Management 0.04% Reduce -1.7% 591 $503K
Horizon Bancorp Inc. 0.24% Reduce -2.1% 591 $502K
Arkos Global Advisors 0.08% Add +4.4% 591 $502K
Epic Trust Investment Advisors, LLC 0.55% Add +7.5% 590 $502K
Scholtz & Company, LLC 0.21% Reduce -25.3% 590 $501K
Port Capital LLC 0.03% Reduce -10.5% 588 $500K
Northwest Bancshares, Inc. 0.09% Add +40.1% 587 $499K
Walker Asset Management, LLC 0.34% Add +0.2% 586 $498K
Pacific Sun Financial Corp 0.29% Add +0.5% 582 $495K
Constitution Capital LLC 0.26% Reduce -54.5% 582 $495K
Miramar Capital, LLC 0.12% Reduce -1.0% 582 $495K
Affiance Financial, LLC 0.13% Add +5.4% 581 $495K
Mason Investment Advisory Services, Inc. 0.03% Add +40.6% 582 $495K
Pine Harbor Wealth Management, LLC 0.29% Add +0.2% 582 $495K
Christensen, King & Associates Investment Services, Inc. 0.24% Reduce -0.2% 581 $494K
Paradigm Asset Management Co. LLC 0.14% Add +106.8% 581 $494K
Key Financial Inc 0.12% No change 581 $494K
Samalin Investment Counsel, LLC 0.23% Add +10.7% 580 $493K
Legacy Capital Wealth Partners, LLC 0.13% Reduce -48.8% 580 $493K
Bridgewealth Advisory Group, LLC 0.22% Add +0.9% 578 $492K
Unique Wealth Strategies, LLC 0.23% No change 671 $491K
Trust Co of the South 0.12% No change 578 $491K
Avity Investment Management Inc. 0.04% Reduce -2.5% 576 $490K
Three Bridge Wealth Advisors, LLC 0.19% No change 574 $488K
Sunflower Bank, N.A. 0.12% Add +16.0% 574 $488K
Southland Equity Partners LLC 0.14% Add +2.3% 574 $488K
Annis Gardner Whiting Capital Advisors, LLC 0.14% Add +2.7% 573 $487K
Vicus Capital 0.04% Add +21.7% 573 $487K
Spectrum Wealth Counsel, LLC 0.06% Reduce -3.6% 566 $481K
Cohen & Steers, Inc. 0.00% Reduce -1.7% 566 $481K
Prospect Financial Services LLC 0.37% Reduce -6.8% 565 $480K
ICA Group Wealth Management, LLC 0.29% Reduce -81.3% 564 $480K
Mason & Associates Inc 0.13% No change 562 $478K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.05% Add +1.8% 562 $478K
Strategic Family Wealth Counselors, L.L.C. 0.18% Reduce -0.2% 561 $477K
Blue Investment Partners LLC 0.22% No change 561 $477K
Kelleher Financial Advisors 0.20% No change 561 $477K
Burford Brothers, Inc. 0.28% Add +22.3% 559 $475K
Jupiter Wealth Management LLC 0.25% Add +21.7% 578 $475K
Black Diamond Financial, LLC 0.09% Add +53.4% 557 $474K
Planned Solutions, Inc. 0.23% Reduce -9.7% 557 $473K
Eagle Bay Advisors LLC 0.29% Reduce -0.7% 556 $472K
Saxon Interests, Inc. 0.22% Reduce -3.5% 554 $471K
Beaird Harris Wealth Management, LLC 0.04% Add +8.2% 554 $471K
James J. Burns & Company, LLC 0.09% New 554 $471K
Summit X, LLC 0.11% Add +23.4% 553 $470K
First Financial Bankshares Inc 0.01% Reduce -23.3% 553 $470K
Gray Wealth Management Inc. 0.20% No change 551 $468K
Elevatus Welath Management 0.17% Reduce -5.2% 550 $468K
Onyx Bridge Wealth Group LLC 0.08% Reduce -3.0% 550 $468K
StoneCrest Wealth Management, Inc. 0.36% No change 550 $467K
Vantage Financial Partners Ltd., Inc. 0.12% Reduce -3.5% 550 $467K
Valley National Advisers Inc. 0.07% Reduce -1.3% 550 $467K
Cutter & CO Brokerage, Inc. 0.11% Reduce -3.7% 549 $467K
Yeomans Consulting Group, Inc. 0.18% Add +29.5% 549 $467K
Saxony Capital Management, LLC 0.51% No change 548 $466K
Charter Research & Investment Group, Inc. 0.37% No change 547 $465K
Integris Wealth Management, LLC 0.13% Reduce -14.1% 547 $465K
Clifford Group, LLC 0.38% No change 546 $464K
Baker Tilly Wealth Management, LLC 0.19% Reduce -52.0% 546 $464K
Coerente Capital Management 0.09% Add +67.7% 545 $463K
Landaas & Co. /Wi 0.14% Add +7.9% 545 $463K
Dagco, Inc. 0.21% Reduce -1.6% 545 $463K
Matrix Asset Advisors Inc. 0.06% Reduce -0.6% 544 $462K
Waycross Investment Management Co 0.44% No change 541 $460K
Bear Mountain Capital, Inc. 0.19% No change 542 $457K
Ascent Wealth Partners, LLC 0.07% Reduce -24.4% 537 $456K
Ledgewood Wealth Advisors, LLC 0.39% No change 535 $455K
First Affirmative Financial Network 0.32% Add +6.8% 535 $454K
Steele Capital Management, Inc. 0.03% Add +11.9% 534 $454K
AlphaCentric Advisors LLC 0.33% Add +70.6% 534 $454K
Pursue Wealth Partners LLC 0.25% Add +28.1% 534 $454K
Strata Wealth Advisors, LLC 0.16% Reduce -10.3% 534 $454K
TCWP LLC 1.11% Reduce -2.4% 533 $453K
Pennsylvania Capital Management Inc. 0.18% Add +34.9% 533 $453K
Unconventional Investor, LLC 0.32% No change 532 $452K
West Michigan Advisors, LLC 0.14% Add +0.9% 532 $452K
Rodgers & Associates, LTD 0.06% Add +3.5% 531 $451K
Foster Victor Wealth Advisors, LLC 0.04% Add +11.3% 530 $451K
Invenio Wealth Partners LLC 0.22% Reduce -5.0% 529 $450K
Councilor Wealth, LLC 0.23% No change 528 $449K
Alaska Wealth Advisors, LLC 0.07% Reduce -34.8% 528 $449K
Cornerstone Enterprises, LLC 0.30% Add +1.5% 528 $449K
Ellenbecker Investment Group 0.09% Add +0.2% 527 $448K
United Bank 0.06% Reduce -18.6% 527 $448K
Scissortail Wealth Management, LLC 0.11% Reduce -10.2% 526 $447K
Goodman Advisory Group, LLC 0.13% Reduce -72.6% 525 $446K
3Chopt Investment Partners, LLC 0.14% New 525 $446K
Elite Life Management LLC 1.72% Add +1.0% 523 $445K
Capital Management Associates, Inc 0.27% Add +4.8% 522 $444K
Eight 31 Financial, LLC 0.34% Add +0.2% 522 $444K
Everpar Advisors LLC 0.22% Add +55.8% 522 $444K
Martin Investment Management, LLC 0.11% Add +1.8% 522 $444K
J. L. Bainbridge & Co., Inc. 0.04% Add +7.6% 521 $443K
Callan Family Office, LLC 0.09% New 521 $443K
Castleview Partners, LLC 0.25% Reduce -10.5% 520 $442K
Gradient Capital Advisors, LLC 0.16% No change 520 $442K
Thrive Wealth Management, LLC 0.09% Add +4.0% 519 $441K
MAS Advisors LLC 1.05% No change 517 $439K
Wealthcare Capital Management LLC 0.05% Add +4.0% 517 $439K
CAP Partners, LLC 0.36% Add +2.8% 515 $438K
Shulman DeMeo Asset Management LLC 0.11% Add +2.6% 513 $436K
RS Crum Inc. 0.11% Add +13.3% 512 $435K
Great Diamond Partners, LLC 0.10% Reduce -11.4% 511 $434K
Diversified, LLC 0.05% New 511 $434K
Widmann Financial Services, Inc. 0.35% Reduce -8.9% 510 $433K
Consilio Wealth Advisors, LLC 0.19% Add +2.0% 509 $433K
Vima LLC 0.96% Reduce -8.8% 509 $433K
Aureus Asset Management, LLC 0.03% Reduce -43.4% 509 $433K
SevenBridge Financial Group, LLC 0.10% Add +8.8% 529 $433K
Seed Wealth Management, Inc. 0.38% No change 509 $432K
Wolff Wiese Magana LLC 0.34% No change 506 $430K
Mullaney, Keating & Wright, Inc. 0.33% — 505 $429K
CM Wealth Advisors LLC 0.20% Reduce -7.0% 505 $429K
Campbell Newman Asset Management Inc. 0.03% No change 505 $429K
Walled Lake Planning & Wealth Management, LLC 0.18% Reduce -3.1% 504 $429K
Insight Inv LLC 0.37% No change 504 $428K
Correct Capital Wealth Management 0.10% No change 504 $428K
Park Place Capital Corp 0.14% Reduce -30.7% 503 $428K
Capital Advisory Group Advisory Services, LLC 0.18% No change 502 $427K
Farmers National Bank 0.13% Reduce -5.3% 502 $427K
Overbrook Management Corp 0.11% No change 502 $427K
DDFG, Inc 0.13% No change 501 $426K
Asahi Life Asset Management Co., LTD. 0.29% Reduce -47.0% 501 $426K
Lockerman Financial Group, Inc. 0.77% Add +25.0% 500 $425K
VERITY Wealth Advisors 0.32% No change 500 $425K
Meritas Wealth Management, LLC 0.30% No change 500 $425K
nVerses Capital, LLC 0.25% New 500 $425K
Poplar Forest Capital LLC 0.06% No change 500 $425K
Avenir Corp. 0.04% No change 500 $425K
PDT Partners, LLC 0.04% New 500 $425K
Greenhouse Wealth Management, LLC 0.31% No change 499 $424K
Fortune Financial Advisors, LLC 0.26% Add +0.2% 499 $424K
Barings LLC 0.01% New 498 $423K
Independent Family Office, LLC 0.24% Reduce -20.1% 500 $422K
WealthCollab, LLC 0.30% No change 496 $422K
Foster & Motley Inc. 0.03% No change 494 $420K
SYM FINANCIAL Corp 0.07% New 494 $420K
Schaeffer Financial LLC 0.45% No change 493 $419K
Farrell Financial LLC 0.33% Add +0.2% 493 $419K
Financial Management Professionals, Inc. 0.06% Add +0.4% 492 $418K
Syverson Strege & Co 0.14% Add +61.7% 490 $416K
626 Financial, LLC 0.24% No change 488 $415K
Hill Investment Group Partners, LLC 0.06% Reduce -2.0% 486 $414K
Heritage Investment Group, Inc. 0.06% No change 483 $411K
Verum Partners LLC 0.13% No change 483 $410K
Birchcreek Wealth Management, LLC 0.23% Add +2.1% 483 $410K
Dumont & Blake Investment Advisors LLC 0.06% New 480 $408K
High Note Wealth, LLC 0.12% Reduce -1.6% 478 $406K
Williams & Novak, LLC 0.38% Add +3.3% 476 $405K
MADDEN SECURITIES Corp 0.18% Add +4.8% 476 $405K
New Century Financial Group, LLC 0.17% Add +15.1% 474 $403K
Hillsdale Investment Management Inc. 0.03% Reduce -4.8% 474 $403K
Warren Street Wealth Advisors, LLC 0.20% Add +7.8% 472 $401K
Sharkey, Howes & Javer 0.06% No change 471 $401K
Staley Capital Advisers Inc. 0.02% Add +6.8% 471 $400K
Johnson Bixby & Associates, LLC 0.07% Reduce -2.1% 471 $400K
Renasant Bank 0.27% Reduce -30.7% 470 $399K
Means Investment Co., Inc. 0.05% Reduce -17.8% 468 $398K
Delta Investment Management, LLC 0.09% Add +13.6% 468 $398K
Armor Investment Advisors, LLC 0.18% Add +19.3% 463 $394K
Cambridge Financial Group, LLC 0.18% Add +1.5% 463 $393K
Quantum Private Wealth, LLC 0.14% Add +15.2% 462 $393K
Founders Capital Management 0.25% No change 460 $391K
Morris Financial Concepts, Inc. 0.19% Add +14.5% 459 $390K
Etfidea, LLC 0.13% No change 459 $390K
Versant Capital Management, Inc 0.10% Add +76.5% 459 $390K
Jeppson Wealth Management, LLC 0.15% Reduce -3.0% 458 $389K
Westshore Wealth, LLC 0.16% No change 458 $389K
Retirement Solution LLC 0.10% Reduce -34.0% 457 $388K
Clean Yield Group 0.14% Add +3.4% 456 $388K
Braun-Bostich & Associates Inc. 0.29% Add +16.4% 455 $387K
Lincoln Capital Corp. 0.17% Add +0.2% 454 $386K
Vantage Financial Partners, LLC 0.10% Reduce -11.2% 454 $386K
Geneva Partners, LLC 0.16% Reduce -8.1% 452 $384K
Curated Wealth Partners LLC 0.05% — 451 $383K
Alliance Wealth Advisors, LLC 0.24% No change 451 $383K
Hutchens & Kramer Investment Management Group, LLC 0.21% Reduce -3.0% 453 $383K
Saiph Capital, LLC 0.17% No change 449 $382K
Parkside Investments, LLC 0.06% No change 448 $381K
Detalus Advisors, LLC 0.13% Add +18.3% 447 $380K
Birchbrook, Inc. 0.23% No change 447 $380K
Dock Street Asset Management Inc. 0.05% Add +28.9% 446 $379K
Arvest Trust Co. N A 0.02% Reduce -43.3% 446 $379K
Pasadena Private Wealth, LLC 0.09% No change 445 $379K
Townsend & Associates, Inc 0.04% No change 463 $379K
RBA Wealth Management, LLC 0.15% Reduce -0.7% 445 $378K
Moulton Wealth Management, Inc. 0.34% No change 426 $378K
WMG Financial Advisors, LLC 0.20% Add +10.2% 444 $377K
Twin Peaks Wealth Advisors, LLC 0.19% Add +10.5% 443 $377K
Riverstone Advisors, LLC 0.23% Add +34.6% 443 $377K
Hoey Investments, Inc. 0.07% Reduce -7.3% 443 $377K
Willner & Heller, LLC 0.36% Add +3.5% 442 $376K
Fonville Wealth Management LLC 0.15% Add +4.0% 442 $376K
Cornerstone Capital, Inc. 0.04% No change 442 $376K
PCG Wealth Advisors, LLC 0.16% No change 440 $374K
Meixler Investment Management, Ltd. 0.29% Add +3.3% 440 $374K
Paladin Advisory Group, LLC 0.29% No change 442 $374K
Viawealth, LLC 0.23% No change 439 $373K
Security National Bank of So Dak 0.22% No change 439 $373K
Acorn Creek Capital LLC 0.22% Add +3.3% 439 $373K
Penserra Capital Management LLC 0.00% Reduce -11.8% 439 $373K
Titleist Asset Management, LLC 0.06% Add +11.1% 439 $373K
Kingdom Financial Group LLC. 0.25% Reduce -7.6% 439 $373K
Seaside Wealth Management, Inc. 0.15% No change 438 $372K
Presidio Capital Management, LLC 0.26% New 437 $371K
Pathway Financial Advisers, LLC 0.13% Reduce -0.5% 446 $371K
HHM Wealth Advisors, LLC 0.06% Reduce -0.7% 436 $371K
Howard Wealth Management, LLC 0.29% No change 435 $370K
Stordahl Capital Management, Inc. 0.09% No change 435 $370K
WFA of San Diego, LLC 0.33% — 435 $369K
Acorn Wealth Advisors, LLC 0.18% Add +31.9% 434 $369K
NCM Capital Management, LLC 0.19% No change 433 $368K
Israel Discount Bank of New York 0.58% Reduce -56.4% 432 $367K
Meridian Wealth Partners, LLC 0.06% Add +8.8% 432 $367K
Edge Financial Advisors LLC 0.38% Add +0.9% 431 $367K
Cary Street Partners Asset Management LLC 0.05% New 429 $365K
Elser Financial Planning, Inc 0.06% — 429 $365K
Abel Hall, LLC 0.26% Add +7.8% 429 $364K
Guerra Pan Advisors, LLC 0.30% No change 427 $363K
Opal Wealth Advisors, LLC 0.12% Reduce -7.6% 427 $363K
Portland Global Advisors LLC 0.05% Reduce -3.8% 427 $363K
One Wealth Map LLC 0.22% No change 428 $362K
Triad Wealth Partners, LLC 0.19% New 426 $362K
Harmony Asset Management LLC 0.15% Add +0.7% 426 $362K
C M Bidwell & Associates Ltd. 0.24% Reduce -0.5% 425 $361K
Martin Capital Partners, LLC 0.15% Reduce -12.4% 425 $361K
Nicollet Investment Management, Inc. 0.13% No change 425 $361K
Hall Laurie J Trustee 0.13% Reduce -7.4% 424 $360K
Security Financial Services, INC. 0.08% Add +2.2% 423 $360K
HRC Wealth Management, LLC 0.25% Reduce -1.6% 423 $360K
Seascape Capital Management 0.13% Add +0.2% 422 $359K
Summit Wealth & Retirement Planning, Inc. 0.12% Reduce -8.3% 422 $359K
Covenant Partners, LLC 0.11% No change 420 $357K
Northwest Wealth Management, LLC 0.09% Add +5.5% 420 $357K
Precedent Wealth Partners, LLC 0.14% Add +25.8% 419 $356K
Sabal Trust CO 0.02% Reduce -1.9% 419 $356K
4J Wealth Management LLC 0.29% Add +5.0% 418 $355K
Verde Capital Management 0.11% New 417 $355K
Clay Northam Wealth Management, LLC 0.27% Reduce -0.2% 416 $354K
Narus Financial Partners, LLC 0.14% Reduce -1.4% 415 $353K
Harbor Group, Inc. 0.09% Reduce -9.6% 413 $351K
One Plus One Wealth Management, LLC 0.20% No change 413 $351K
Cottonwood Capital Advisors, LLC 0.27% Reduce -16.3% 395 $350K
MRA Advisory Group 0.20% Reduce -19.1% 411 $349K
Paradigm, Strategies in Wealth Management, LLC 0.21% Add +0.2% 410 $348K
Motive Wealth Advisors 0.21% Reduce -1.0% 410 $348K
Schrum Private Wealth Management LLC 0.31% No change 409 $348K
Guidance Point Advisors, LLC 0.11% Add +0.5% 409 $348K
Long Road Investment Counsel, LLC 0.15% No change 408 $347K
Stonehearth Capital Management, LLC 0.15% Reduce -5.6% 408 $347K
Successful Portfolios LLC 0.24% Add +4.1% 408 $347K
Archvest Wealth Advisors, Inc. 0.23% Add +5.7% 410 $347K
Heritage Wealth Partners, LLC 0.50% Reduce -7.1% 408 $346K
Acute Investment Advisory, LLC 0.20% No change 407 $346K
Peterson Wealth Advisors, LLC 0.07% No change 406 $345K
Per Stirling Capital Management, LLC. 0.06% No change 406 $345K
Gilbert & Cook, Inc. 0.05% No change 405 $345K
Ferguson Shapiro LLC 0.14% Add +1.5% 405 $344K
Biechele Royce Advisors 0.12% No change 405 $344K
LifePlan Investment Advisors, Inc. 0.25% No change 404 $344K
Allen Capital Group, LLC 0.05% Add +22.4% 404 $343K
Cascade Wealth Advisors, Inc 0.25% Reduce -8.7% 420 $343K
SP Asset Management LLC 0.03% Add +26.7% 403 $342K
E&G Advisors, LLC 0.10% Add +13.6% 402 $342K
Halpern Financial, Inc. 0.09% No change 401 $341K
Thrive Capital Management, LLC 0.16% Add +3.6% 401 $341K
HMS Capital Management, LLC 0.18% No change 401 $341K
Summit Financial Wealth Advisors, LLC 0.07% No change 401 $341K
Algert Global LLC 0.01% Reduce -4.5% 401 $341K
Denver Wealth Management, Inc. 0.17% Reduce -5.2% 400 $340K
Hapanowicz & Associates Financial Services, Inc 0.19% No change 400 $340K
NINE MASTS CAPITAL Ltd 0.15% New 400 $340K
Hudson Capital Management LLC 0.12% New 400 $340K
Eldridge Investment Advisors, Inc. 0.09% Add +5.0% 399 $339K
Mayfair Advisory Group, LLC 0.23% Reduce -8.4% 402 $338K
Summit Financial Strategies, Inc. 0.04% Add +3.4% 397 $337K
Tillman Hartley LLC 0.12% Reduce -29.4% 397 $337K
Planning Directions Inc. 0.23% Add +0.3% 397 $337K
Meridian Financial Partners LLC 0.20% No change 400 $336K
Three Seasons Wealth, LLC 0.19% Reduce -1.0% 395 $336K
J.Safra Asset Management Corp 0.03% Add +29.1% 395 $336K
Kure Advisory, LLC 0.27% Add +10.4% 394 $335K
Rockbridge Investment Management, LCC 0.05% No change 393 $334K
Aspen Investment Management Inc 0.17% Reduce -1.3% 393 $334K
Syntax Research, Inc. 0.26% No change 392 $333K
Reliant Investment Management, LLC 0.16% No change 391 $332K
Libra Wealth LLC 0.14% No change 390 $331K
MPS Loria Financial Planners, LLC 0.11% No change 388 $330K
Valtinson Bruner Financial Planning LLC 0.13% No change 388 $329K
Retirement Income Solutions, Inc. 0.08% Add +5.5% 387 $329K
Sageworth Trust Co 0.02% New 386 $328K
University of Texas/Texas Am Investment Management Co. 0.06% Reduce -13.1% 384 $326K
HighMark Wealth Management LLC 0.20% No change 384 $326K
USAdvisors Wealth Management, LLC 0.11% Reduce -19.5% 384 $326K
Lathrop Investment Management Co. 0.06% No change 384 $326K
Occidental Asset Management, LLC 0.06% New 383 $326K
KFA Private Wealth Group, LLC 0.17% Reduce -21.7% 383 $325K
N.E.W. Advisory Services LLC 0.04% Add +5.0% 382 $325K
Austin Private Wealth, LLC 0.04% Reduce -23.8% 382 $325K
Granite Group Advisors, LLC 0.25% Reduce -60.1% 382 $325K
Blueshift Asset Management, LLC 0.11% Reduce -26.3% 382 $325K
Rodgers Brothers Inc. 0.04% Add +1.3% 382 $325K
Foguth Wealth Management, LLC. 0.14% Add +7.7% 380 $323K
Capco Asset Management, LLC 0.08% No change 380 $323K
GSG Advisors LLC 0.11% Reduce -3.5% 382 $323K
Riggs Asset Managment Co. Inc. 0.10% Reduce -10.2% 378 $321K
Tacita Capital Inc 0.23% No change 378 $321K
Tower Wealth Partners, Inc. 0.20% New 378 $321K
Capital City Trust Co. 0.09% No change 378 $321K
Greenspring Advisors, LLC 0.08% No change 377 $320K
Brogan Financial, Inc. 0.20% Add +0.3% 377 $320K
CGC Financial Services, LLC 0.14% No change 376 $320K
Montis Financial, LLC 0.15% Reduce -3.9% 374 $318K
Jackson Hole Capital Partners, LLC 0.07% No change 373 $317K
Family Investment Center, Inc. 0.09% New 372 $317K
McGlone Suttner Wealth Management, Inc. 0.06% Reduce -11.8% 478 $316K
Raleigh Capital Management Inc. 0.13% Add +26.2% 371 $315K
HF Advisory Group, LLC 0.16% Add +2.2% 370 $315K
Source Financial Advisors LLC 0.10% Add +1.1% 370 $314K
Isthmus Partners, LLC 0.04% No change 370 $314K
FWG Holdings, LLC 0.16% Add +34.2% 369 $314K
Tucker Asset Management LLC 0.07% Add +6.9% 370 $314K
Tobam 0.05% Add +123.6% 369 $314K
Navis Wealth Advisors, LLC 0.36% No change 369 $314K
MinichMacGregor Wealth Management, LLC 0.08% New 369 $314K
Transcendent Capital Group LLC 0.18% Add +33.6% 366 $311K
One Wealth Management Investment & Advisory Services, LLC 0.12% Reduce -0.8% 366 $311K
Ironsides Asset Advisors, LLC 0.10% No change 366 $311K
Rather & Kittrell, Inc. 0.09% Add +0.6% 366 $311K
WNY Asset Management, LLC 0.04% Reduce -15.1% 365 $311K
Well Done, LLC 0.06% Add +27.6% 365 $310K
Elgethun Capital Management 0.08% Add +0.3% 365 $310K
Better Money Decisions, LLC 0.23% Reduce -15.2% 363 $309K
Koa Wealth Management, LLC 0.26% No change 361 $307K
Financial Advisory Partners, LLC 0.11% No change 360 $306K
Lynch & Associates 0.07% Add +7.5% 360 $306K
MGB Wealth Management, LLC 0.11% Add +18.0% 360 $305K
Fulcrum Equity Management 0.27% New 358 $304K
LifePro Asset Management 0.22% Add +3.8% 358 $304K
Vawter Financial, Ltd. 0.21% Add +28.8% 358 $304K
Northeast Financial Group, Inc. 0.13% Reduce -16.2% 357 $304K
Intellectus Partners, LLC 0.08% Reduce -22.4% 357 $304K
Montz Harcus Wealth Management LLC 0.20% Add +2.3% 357 $303K
Silver Lake Advisory, LLC 0.08% No change 356 $303K
Sharp Wealth Advisory, LLC 0.26% Add +4.4% 355 $302K
Wealth Advisory Solutions, LLC 0.08% Reduce -1.1% 355 $302K
Paloma Partners Management Co 0.03% Add +306.9% 354 $301K
Mirabella Financial Services LLP 0.03% New 354 $301K
Maia Wealth LLC 0.09% — 354 $301K
Chemung Canal Trust Co. 0.06% Reduce -45.9% 353 $300K
Buck Wealth Strategies, LLC 0.09% New 352 $300K
New Covenant Trust Company, N.A. 0.34% Reduce -4.3% 357 $299K
Cascade Investment Advisors, Inc. 0.20% No change 351 $298K
Lorne Steinberg Wealth Management Inc. 0.10% Reduce -1.4% 351 $298K
Wagner Wealth Management, LLC 0.09% New 351 $298K
Towercrest Capital Management 0.05% No change 351 $298K
Midwest Financial Group LLC 0.19% No change 351 $298K
Financial Council, LLC 0.17% Add +3.6% 349 $297K
Penobscot Wealth Management 0.18% Add +1.8% 334 $296K
Wells Trecaso Financial Group, LLC 0.10% Reduce -4.9% 348 $296K
Tobias Financial Advisors, Inc. 0.06% Add +16.1% 347 $295K
Alliance Wealth Management Group 0.08% No change 347 $295K
Firethorn Wealth Partners, LLC 0.17% Reduce -13.5% 346 $294K
Cooper/Haims Advisors, LLC 0.16% Add +25.4% 345 $293K
Capital Wealth Planning, LLC 0.00% Reduce -37.2% 345 $293K
Team Financial Group, LLC 0.19% Add +0.6% 344 $293K
Towne Trust Company, N.A 0.11% No change 344 $292K
Armbruster Capital Management, Inc. 0.06% New 344 $292K
Veltria Advisors Corp. 0.10% New 344 $292K
Significant Wealth Partners LLC 0.16% New 343 $292K
Carson Advisory Inc. 0.20% Add +4.6% 342 $291K
Millennium Capital Advisors, LLC 0.19% New 342 $291K
BluePointe Capital Management, LLC 0.20% Add +6.2% 342 $291K
Sensible Money, LLC 0.14% No change 342 $291K
Semus Wealth Partners LLC 0.22% Add +10.0% 342 $290K
Friedenthal Financial 0.18% Reduce -75.0% 341 $290K
Verus Financial Partners, Inc. 0.03% New 341 $290K
SWP Financial LLC 0.19% Reduce -0.6% 341 $290K
Cornerstone Wealth Advisors, Inc. 0.09% New 340 $289K
Atlas Wealth Partners, LLC 1.22% No change 340 $289K
Beddow Capital Management Inc. 0.13% No change 340 $289K
TrueWealth Advisors, LLC 0.11% New 339 $288K
Cora Capital Advisors LLC 0.15% Reduce -7.4% 339 $288K
Coston, McIsaac & Partners 0.09% Reduce -0.9% 339 $288K
Sage Private Wealth Group, LLC 0.24% New 337 $287K
GoalFusion Wealth Management, LLC 0.18% Reduce -13.4% 336 $286K
Flaharty Asset Management, LLC 0.04% No change 335 $285K
WestHill Financial Advisors, Inc. 0.07% No change 335 $285K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.11% No change 335 $285K
Rooted Wealth Advisors, Inc. 0.12% Reduce -0.9% 336 $282K
First PREMIER Bank 0.08% Reduce -3.5% 333 $282K
Reston Wealth Management LLC 0.11% Reduce -16.4% 331 $281K
Latitude Advisors, LLC 0.17% Reduce -6.2% 331 $281K
jvl associates llc 0.11% New 330 $280K
Creative Capital Management Investments LLC 0.14% No change 329 $280K
Alexander Labrunerie & Co., Inc. 0.15% Add +3.8% 327 $278K
Driehaus Capital Management LLC 0.00% Reduce -18.3% 327 $278K
Schulz Wealth, LTD. 0.23% Reduce -8.4% 326 $277K
Hourglass Capital, LLC 0.08% Add +5.2% 326 $277K
Murphy Pohlad Asset Management LLC 0.12% Reduce -70.3% 326 $277K
Cedar Mountain Advisors, LLC 0.07% No change 326 $277K
Gold Investment Management Ltd. 0.12% No change 325 $276K
Grand Jean Capital Management Inc. 0.07% No change 325 $276K
Almanack Investment Partners, LLC. 0.05% Reduce -5.8% 325 $276K
Tuttle Capital Management, LLC 1.64% New 340 $275K
Westend Capital Management, LLC 0.10% Reduce -2.1% 325 $275K
Blankinship & Foster, LLC 0.07% Add +0.9% 323 $275K
Rain Capital Management, LLC 0.19% Reduce -0.3% 338 $274K
Next Capital Management LLC 0.12% Reduce -12.3% 321 $273K
Smithbridge Asset Management Inc. 0.06% Reduce -0.6% 321 $273K
TPG Financial Advisors, LLC 0.13% — 320 $272K
New Jersey Better Educational Savings Trust 0.54% Reduce -70.3% 319 $271K
Spectrum Planning & Advisory Services Inc. 0.26% — 318 $271K
Fort, L.P. 0.69% New 318 $270K
Burr Financial Services, LLC 0.19% Reduce -16.0% 316 $269K
Rakuten Securities, Inc. 0.12% Reduce -16.4% 316 $269K
McCarthy Asset Management, Inc. 0.16% No change 315 $268K
HughesLittle Investment Management Ltd. 0.06% No change 315 $268K
Capasso Planning Partners LLC 0.09% Reduce -2.8% 314 $267K
MBA Advisors LLC 0.14% Add +2.3% 314 $267K
FSB Premier Wealth Management, Inc. 0.12% No change 314 $267K
Talisman Wealth Advisors LLC 0.31% New 314 $266K
Tennessee Valley Asset Management Partners 0.05% No change 313 $266K
Seven Post Investment Office LP 0.05% No change 313 $266K
Private Wealth Strategies, L.L.C. 0.05% New 313 $266K
Alpha Omega Group, Inc. 0.34% Add +0.3% 312 $265K
Villere St Denis J & Co. LLC 0.02% No change 312 $265K
Tidemark, LLC 0.12% Add +6.9% 311 $265K
Drucker Wealth 3.0, LLC 0.07% — 311 $264K
Center for Financial Planning, Inc. 0.04% No change 311 $264K
Gould Capital, LLC 0.19% Add +24.0% 310 $263K
Blue Bell Private Wealth Management, LLC 0.05% Add +4.0% 310 $263K
Round Rock Advisors LLC 0.06% Reduce -4.6% 310 $263K
Lesa Sroufe & Co 0.26% No change 310 $263K
Ameraudi Asset Management, Inc. 0.12% No change 309 $263K
AlphaQuest LLC 0.04% Add +1300.0% 308 $262K
Lynx Investment Advisory 0.19% — 308 $262K
Martel Wealth Advisors LLC 0.06% Reduce -19.2% 307 $261K
Fox Run Management, L.L.C. 0.05% Add +4.5% 305 $259K
Beacon Financial Strategies CORP 0.19% Reduce -6.5% 304 $258K
Sterling Group Wealth Management, LLC 0.15% — 304 $258K
Emerald Mutual Fund Advisers Trust 0.01% Reduce -2.3% 304 $258K
ICONIQ Capital, LLC 0.01% New 303 $258K
Cherrydale Wealth Management, LLC 0.11% New 302 $257K
First Financial Bank - Trust Division 0.03% Reduce -35.0% 302 $257K
Capital Investment Services of America, Inc. 0.02% No change 302 $257K
Perkins Capital Management Inc. 0.24% Reduce -14.3% 300 $255K
First American Bank 0.02% No change 300 $255K
Sage Investment Advisers LLC 0.29% No change 300 $255K
Grace & White Inc. 0.05% No change 300 $255K
Bowman & Co S.C. 0.15% Add +0.3% 300 $255K
Levy Wealth Management Group, LLC 0.07% New 300 $255K
JNBA Financial Advisors 0.03% No change 298 $253K
Advocate Group LLC 0.05% No change 298 $253K
Indie Asset Partners, LLC 0.20% New 297 $252K
Blue Square Asset Management, LLC 0.15% No change 297 $252K
Gunderson Capital Management LLC 0.11% New 296 $252K
Syntegra Private Wealth Group, LLC 0.03% New 296 $252K
Access Financial Services, Inc. 0.11% New 294 $250K
Cottage Street Advisors LLC 0.15% New 294 $250K
Private Capital Management, LLC 0.03% Reduce -4.5% 294 $250K
Mosley Wealth Management 0.21% No change 294 $250K
ProVise Management Group, LLC 0.02% New 294 $250K
Providence Capital Advisors, LLC 0.05% No change 293 $249K
St. Louis Trust Co 0.04% No change 293 $249K
Hamilton Capital, LLC 0.02% Reduce -38.9% 292 $248K
One Wealth Advisors, LLC 0.05% New 290 $248K
Pacific Wealth Strategies Group, Inc. 0.20% Reduce -0.3% 291 $247K
Kades & Cheifetz LLC 0.16% No change 290 $247K
Granite Harbor Advisors, Inc. 0.16% No change 290 $246K
Boston Research & Management Inc. 0.06% No change 290 $246K
Klein Pavlis & Peasley Financial, Inc. 0.22% Reduce -3.3% 289 $246K
Sterling Financial Group, Inc. 0.11% No change 289 $246K
OxenFree Capital LLC 0.21% Reduce -2.0% 288 $245K
Glass Jacobson Investment Advisors llc 0.09% No change 288 $245K
Summitry LLC 0.01% Reduce -2.0% 288 $245K
Fairfield, Bush & Co. 0.15% Reduce -8.0% 287 $244K
Single Point Partners, LLC 0.42% Reduce -8.9% 287 $244K
Peak Planning Group, LLC 0.12% No change 287 $244K
Verity Asset Management, Inc. 0.10% Reduce -45.8% 285 $243K
Regimen Wealth, LLC 0.08% Add +2.9% 285 $242K
Woodward Diversified Capital, LLC 0.14% New 284 $241K
Omnia Family Wealth, LLC 0.10% New 284 $241K
New Insight Wealth Advisors 0.14% Add +2.2% 283 $241K
Hurlow Wealth Management Group, Inc. 0.08% No change 283 $241K
Financial Avengers, Inc. 0.13% No change 282 $240K
Gables Capital Management Inc. 0.13% No change 282 $240K
Nexus Investment Management ULC 0.03% Reduce -76.2% 282 $240K
Triumph Capital Management 0.09% Reduce -43.7% 282 $239K
Walker Financial Services, Inc. 0.19% Reduce -0.3% 281 $239K
MBE Wealth Management, LLC 0.14% Add +2.2% 281 $239K
REAP Financial Group, LLC 0.06% Reduce -41.6% 281 $239K
Warwick Investment Management, Inc. 0.06% Reduce -0.4% 280 $238K
Campbell Wealth Management 0.08% New 279 $237K
Oxinas Partners, LLC 0.16% New 278 $237K
D L Carlson Investment Group Inc. 0.05% No change 277 $235K
C2C Wealth Management, LLC 0.23% Add +0.7% 275 $234K
Keynote Financial Services LLC 0.20% No change 275 $234K
S&T Bank 0.06% No change 275 $233K
Evolution Wealth Advisors, LLC 0.05% New 274 $233K
Authentikos Wealth Advisory, LLC 0.23% Add +0.4% 274 $233K
IAG Wealth Partners, LLC 0.05% No change 273 $232K
Farmers Trust Co. 0.05% Reduce -7.5% 273 $232K
Financial Network Wealth Advisors LLC 0.17% New 273 $232K
Members Wealth LLC 0.15% — 234 $231K
Integrity Wealth Solutions LLC 0.15% Reduce -26.0% 271 $230K
Mendota Financial Group, LLC 0.12% No change 270 $230K
PFS Partners, LLC 0.14% No change 268 $228K
Phillips Financial Management, LLC 0.02% New 267 $227K
Monograph Wealth Advisors, LLC 0.03% New 267 $227K
Nova R Wealth, Inc. 0.12% New 267 $227K
VestGen Investment Management 0.07% New 267 $227K
Provenance Wealth Advisors, LLC 0.03% No change 267 $227K
Novak & Powell Financial Services, Inc. 0.14% New 267 $227K
Wealthspan Partners, LLC 0.13% New 267 $227K
Operose Advisors LLC 0.08% Reduce -5.3% 266 $226K
Strategic Advocates LLC 0.09% Reduce -43.7% 265 $225K
Cahill Wealth Management, LLC 0.13% New 265 $225K
Arvest Investments, Inc. 0.04% No change 265 $225K
Advance Capital Management, Inc. 0.01% Reduce -22.8% 264 $225K
Institutional & Family Asset Management, LLC 0.03% Add +22.9% 263 $224K
Summit Investment Advisory Services, LLC 0.26% New 263 $223K
Watershed Private Wealth LLC 0.09% New 262 $222K
Measured Wealth Private Client Group, LLC 0.08% New 261 $222K
Marshall Financial Group, LLC 0.06% Reduce -7.5% 260 $221K
IMA Advisory Services, Inc. 0.10% New 259 $220K
Fidelity D & D Bancorp Inc. 0.17% New 259 $220K
Center For Asset Management LLC 0.15% New 259 $220K
PFG Private Wealth Management, LLC 0.13% Add +1.2% 259 $220K
Lansing Street Advisors 0.09% New 258 $220K
Manitou Investment Management Ltd. 0.05% Reduce -67.5% 258 $219K
Register Financial Advisors LLC 0.11% Add +113.2% 258 $219K
Golden Road Advisors LLC 0.18% New 247 $219K
Koesten, Hirschmann & Crabtree, INC. 0.14% No change 299 $219K
Cullen Investment Group, LTD. 0.03% New 257 $219K
Cabot Wealth Management Inc. 0.03% New 257 $218K
Sunburst Financial Group, LLC 0.06% New 256 $218K
Horizon Wealth Management, LLC 0.05% Reduce -7.3% 256 $217K
Paragon Capital Management Ltd 0.04% Reduce -15.3% 255 $217K
New World Advisors LLC 0.06% New 254 $216K
Stapp Wealth Management, PLLC 0.37% New 254 $216K
Old North State Wealth Management, LLC 0.14% New 250 $214K
Asset Allocation Strategies LLC 0.07% New 251 $214K
FMB Wealth Management 0.16% New 251 $213K
Comprehensive Wealth Management, LLC 0.16% New 251 $213K
Aldebaran Financial Inc. 0.28% New 250 $212K
Planning Alternatives Ltd. 0.03% New 250 $212K
Tanager Wealth Management LLP 0.03% New 250 $212K
Cannon Financial Strategists, Inc. 0.04% New 249 $212K
Next Level Private LLC 0.10% New 248 $211K
GW&K Investment Management, LLC 0.00% Add +22.2% 248 $211K
Kelly Financial Services LLC 0.08% Add +0.4% 248 $210K
Worth Financial Advisory Group, LLC 0.14% New 247 $210K
Innova Wealth Partners 0.15% New 247 $210K
LCNB Corp. 0.08% New 247 $210K
Confluence Investment Management LLC 0.00% New 247 $210K
Intrepid Capital Management Inc. 0.13% New 246 $209K
Crestmont Private Wealth LLC 0.10% New 246 $209K
Alliance Wealth Advisors, LLC 0.06% New 246 $209K
Natixis Investment Managers International 0.02% Reduce -18.5% 246 $209K
Cedar Point Capital Partners, LLC 0.16% New 245 $208K
Monument Group Wealth Advisors, LLC 0.14% New 245 $208K
Ami Investment Management Inc. 0.07% New 244 $207K
Blue Zone Wealth Advisors, LLC 0.07% Reduce -64.5% 244 $207K
Alesco Advisors, LLC, An ESL Co 0.01% New 244 $207K
Guardian Wealth Advisors, LLC 0.13% New 243 $207K
Great Point Wealth Advisors, LLC 0.05% New 243 $207K
V-Square Quantitative Management LLC 0.03% Reduce -34.0% 243 $207K
Summit Wealth Partners, LLC 0.04% New 242 $206K
East Coast Asset Management, LLC. 0.07% Reduce -19.3% 242 $206K
AA Financial Advisors, LLC 0.07% New 242 $206K
Kidder Stephen W 0.06% New 241 $205K
Athena Investment Management 0.12% New 240 $204K
Mizuho Securities Co. Ltd. 0.47% Reduce -52.9% 240 $204K
Portfolio Design Labs, LLC 0.06% New 240 $204K
LWM Advisory Services, LLC 0.17% Reduce -57.3% 239 $203K
POM Investment Strategies, LLC 0.16% Add +16.0% 239 $203K
Brown Wealth Management, LLC 0.08% New 239 $203K
Awm Capital, LLC 0.03% New 239 $203K
True Link Financial Advisors, LLC 0.02% New 239 $203K
Mine & Arao Wealth Creation & Management, LLC. 0.10% Add +28.6% 238 $202K
Seldon Capital LP 0.11% New 238 $202K
BBJS Financial Advisors, LLC 0.08% Add +1883.3% 238 $202K
Heritage Wealth Management, LLC 0.11% New 238 $202K
Heritage Family Offices, LLP 0.11% — 238 $202K
Opus Capital Group, LLC 0.03% New 238 $202K
Strategic Financial Concepts, LLC 0.12% Add +51747.5% 619,578 $202K
Spectrum Investment Advisors, Inc. 0.15% Reduce -18.1% 236 $201K
Arden Trust Co 0.03% New 236 $201K
Signature Resources Capital Management, LLC 0.17% Reduce -47.8% 235 $200K
Stephens Consulting, LLC 0.06% No change 235 $200K
Stone House Investment Management, LLC 0.05% No change 234 $199K
Tanglewood Legacy Advisors, LLC 0.09% No change 229 $195K
GoalVest Advisory LLC 0.06% Reduce -35.7% 229 $195K
Disciplina Capital Management LLC 0.03% No change 226 $192K
Dunhill Financial, LLC 0.11% Add +4.3% 217 $184K
WR Wealth Planners, LLC 0.06% Add +3.4% 216 $184K
Ravenstone Capital Management Inc. 0.12% No change 216 $184K
Global Financial Private Client, LLC 0.07% No change 211 $179K
Nkcfo LLC 0.10% No change 210 $178K
Cassady Schiller Wealth Management, LLC 0.07% Reduce -25.4% 205 $174K
Valued Wealth Advisors LLC 0.12% Add +21.1% 201 $171K
Ogorek Anthony Joseph /NY/ 0.06% No change 201 $171K
Carolina Wealth Advisors, LLC 0.08% No change 201 $171K
Fairman Group, LLC 0.17% No change 200 $170K
Spotlight Asset Group, Inc. 0.12% No change 200 $170K
Family CFO Inc 0.10% No change 190 $161K
Byrne Asset Management LLC 0.13% New 189 $161K
Dakota Community Bank & Trust NA 0.86% Reduce -3.6% 188 $160K
LGT Financial Advisors LLC 0.34% Add +24.7% 187 $159K
EnRich Financial Partners LLC 0.06% Add +2.2% 186 $158K
Hobbs Group Advisors, LLC 0.06% — 181 $154K
Mizuho Bank, Ltd. 0.04% New 180 $153K
Essex Investment Management Co. LLC 0.03% No change 180 $153K
Core Alternative Capital 0.03% No change 174 $148K
Fairscale Capital, LLC 0.13% — 173 $147K
JDM Financial Group LLC 0.10% No change 173 $147K
Pin Oak Investment Advisors Inc. 0.14% Add +73.0% 173 $147K
TruNorth Capital Management, LLC 0.05% Reduce -6.5% 172 $146K
Voisard Asset Management Group, Inc. 0.07% No change 170 $144K
Westpac Banking Corp. 0.01% Reduce -5.7% 166 $141K
AlphaMark Advisors, LLC 0.05% Add +12.2% 165 $140K
Cherry Tree Wealth Management, LLC 0.03% Add +64.0% 164 $139K
Adalta Capital Management LLC 0.07% No change 160 $136K
Pension & Wealth Management Advisors, Inc. 0.08% No change 158 $136K
Activest Wealth Management 0.04% No change 157 $134K
Jackson, Grant Investment Advisers, Inc. 0.05% No change 157 $133K
Addison Advisors LLC 0.04% Add +13.0% 156 $133K
JCIC Asset Management Inc. 0.05% No change 150 $127K
Ramirez Asset Management, Inc. 0.03% No change 150 $127K
Wiser Advisor Group LLC 0.20% Add +1.4% 150 $127K
Private Wealth Management Group, LLC 0.05% Reduce -11.9% 148 $126K
SOA Wealth Advisors, LLC. 0.02% No change 145 $123K
Quantbot Technologies LP 0.01% Reduce -98.7% 145 $123K
Planning Capital Management Corp 0.09% No change 145 $123K
Cedar Wealth Management, LLC 0.04% Reduce -2.7% 142 $121K
Richardson Capital Management LLC 0.09% Add +11.8% 142 $121K
CBIZ Investment Advisory Services, LLC 0.01% Reduce -0.7% 142 $121K
Financial Gravity Asset Management, Inc. 0.03% Reduce -14.3% 138 $117K
Ridgewood Investments LLC 0.06% New 138 $117K
Atlantic Edge Private Wealth Management, LLC 0.04% No change 135 $115K
Annapolis Financial Services, LLC 0.04% No change 135 $114K
PSI Advisors, LLC 0.04% Add +3.9% 133 $113K
Bell Investment Advisors, Inc 0.02% Reduce -2.9% 132 $112K
New England Capital Financial Advisors LLC 0.06% Add +0.8% 130 $110K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 124 $105K
Acima Private Wealth, LLC 0.04% No change 121 $103K
Pingora Partners LLC 0.07% No change 120 $102K
Proffitt & Goodson Inc. 0.02% Add +18.0% 118 $100K
Covestor Ltd 0.06% Reduce -0.9% 114 $98K
Cape Investment Advisory, Inc. 0.04% Reduce -14.9% 114 $97K
Aspire Private Capital, LLC 0.02% No change 113 $96K
Anfield Capital Management, LLC 0.05% Reduce -93.0% 113 $96K
Compagnie Lombard Odier SCmA 0.00% No change 110 $93K
Global Wealth Strategies & Associates 0.03% Add +14.7% 109 $93K
Centiva Capital, LP 0.00% Add +14.9% 108 $92K
Cornerstone Planning Group LLC 0.03% Reduce -4.3% 112 $89K
Cranbrook Wealth Management, LLC 0.02% No change 103 $87K
South Dakota Investment Council 0.00% New 100 $85K
DHJJ Financial Advisors, Ltd. 0.04% No change 100 $85K
Bruce G. Allen Investments, LLC 0.07% Reduce -27.4% 98 $83K
Painted Porch Advisors LLC 0.05% New 97 $82K
Avion Wealth 0.02% Add +12.8% 97 $82K
Piscataqua Savings Bank 0.07% Reduce -3.2% 90 $76K
Clear Point Advisors Inc. 0.06% No change 87 $74K
Country Trust Bank 0.00% Reduce -23.2% 86 $73K
Kiely Wealth Advisory Group, Inc. 0.04% No change 87 $73K
Kings Path Partners LLC 0.03% — 84 $71K
Breakwater Investment Management 0.03% No change 81 $69K
Lowe Wealth Advisors, LLC 0.03% No change 81 $69K
Avondale Wealth Management 0.05% No change 78 $66K
Ransom Advisory, Ltd 0.03% Add +178.6% 78 $66K
Iron Horse Wealth Management, LLC 0.02% No change 72 $61K
Fairway Wealth LLC 0.03% Add +230.0% 66 $56K
ZynergyRetirementPlanningLLC 0.04% — 62 $53K
Steph & Co. 0.02% Reduce -43.9% 60 $51K
Ruedi Wealth Management, Inc. 0.02% Add +73.5% 59 $50K
Your Advocates Ltd., LLP 0.02% Reduce -48.3% 59 $50K
Summit Securities Group LLC 0.02% New 59 $50K
Slocum, Gordon & Co LLP 0.04% No change 58 $49K
Bank & Trust Co 0.04% — 56 $48K
DSM Capital Partners LLC 0.00% No change 55 $47K
SWAN Capital LLC 0.02% New 50 $43K
Frazier Financial Advisors, LLC 0.03% Add +45.5% 48 $41K
Aspect Partners, LLC 0.02% No change 47 $40K
True Wealth Design, LLC 0.01% Reduce -21.7% 47 $40K
Raffa Wealth Management, LLC 0.01% No change 46 $39K
Financial Connections Group, Inc. 0.02% Add +557.1% 46 $39K
Heck Capital Advisors, LLC 0.00% No change 45 $38K
Morton Brown Family Wealth, LLC 0.01% No change 45 $38K
Redmont Wealth Advisors LLC 0.06% No change 43 $37K
Balefire, LLC 0.01% Add +126.3% 43 $37K
Semmax Financial Advisors Inc. 0.01% No change 42 $36K
Financial Freedom, LLC 0.02% Reduce -14.0% 43 $36K
Rogco, LP 0.01% No change 41 $35K
West Financial Advisors, LLC 0.01% No change 41 $35K
SRH Advisors, LLC 0.01% No change 40 $34K
Lam Group, Inc. 0.03% Add +26.7% 38 $32K
Evolution Advisers, Inc. 0.02% Add +28.6% 36 $30K
Brown Shipley& Co Ltd 0.01% No change 35 $30K
Redwood Wealth Management Group, LLC 0.02% New 33 $28K
Elequin Capital, LP 0.02% New 32 $27K
DiNuzzo Private Wealth, Inc. 0.00% Add +18.5% 32 $27K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 31 $27K
Barrett & Company, Inc. 0.01% No change 30 $26K
Studio Investment Management LLC 0.01% Reduce -88.1% 29 $25K
Abich Financial Wealth Management LLC 0.02% Reduce -24.3% 28 $24K
1620 Investment Advisors, Inc. 0.02% New 28 $24K
RE Dickinson Investment Advisors, LLC 0.01% Add +23.8% 26 $22K
Horizon Financial Services, LLC 0.01% No change 25 $21K
Evergreen Private Wealth LLC 0.01% Reduce -21.9% 25 $21K
Grayhawk Investment Strategies Inc. 0.09% No change 24 $20K
Partnership Wealth Management, LLC 0.01% No change 23 $20K
Keener Financial Planning LLC 0.01% Reduce -29.0% 22 $18K
Quarry LP 0.01% Add +50.0% 21 $18K
Delos Wealth Advisors, LLC 0.02% No change 20 $17K
Access Investment Management LLC 0.01% No change 20 $17K
Dixon Mitchell Investment Counsel Inc. 0.00% New 19 $16K
IFS Advisors, LLC 0.01% Add +46.1% 19 $16K
Christopher J. Hasenberg, Inc 0.01% No change 17 $14K
Naples Money Management LLC 0.01% No change 17 $14K
Kathleen S. Wright Associates Inc. 0.01% No change 15 $13K
New Age Alpha Advisors, LLC 0.01% New 13 $11K
Longfellow Investment Management Co. LLC 0.00% No change 13 $11K
Alaska Permanent Fund Corp 0.00% Add +71.4% 12 $10K
Wetzel Investment Advisors, Inc. 0.01% Reduce -69.0% 13 $10K
Morgan Dempsey Capital Management LLC 0.00% No change 11 $9K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 11 $9K
NewSquare Capital LLC 0.00% Add +0.0% 10 $9K
PayPay Securities Corp 0.71% Reduce -23.1% 10 $9K
Lummis Asset Management, LP 0.01% No change 10 $9K
Pineridge Advisors LLC 0.00% New 10 $9K
Hoese & Co LLP 0.01% No change 10 $8K
Chesapeake Asset Management LLC 0.01% No change 7 $6K
TD Capital Management LLC 0.00% No change 6 $5K
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 6 $5K
Mfa Wealth Advisors, LLC 0.00% New 5 $4K
Knights of Columbus Asset Advisors LLC 0.00% No change 5 $4K
FPC Investment Advisory, Inc. 0.00% No change 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% No change 4 $3K
Horrell Capital Management, Inc. 0.00% No change 3 $3K
Broadwater Capital Management LLC 0.00% No change 3 $3K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $850
McClarren Financial Advisors, Inc. 0.00% Add +13315.8% 2,549 $18

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