Costco WholesaleCOST

13F holders, Q3 2024 (September 30)
3,588holders +65
139new positions
81sold out
16famous investors
$885.38avg. 13F price*

At the end of Q3 2024, 3,588 institutions reported holding Costco Wholesale Corp. (COST) in their 13F filings, up 65 from Q2 2024. 139 opened new positions and 81 sold out. The largest holders were Vanguard Group Inc. ($37.0B), BlackRock, Inc. ($29.7B) and State Street Corp. ($16.0B). 16 famous investors held it, including Ken Fisher (1.1% of Fisher Asset Management's portfolio), Ray Dalio (0.8% of Bridgewater Associates's portfolio) and Chris Bloomstran (0.6% of Semper Augustus Investments's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions139$374.7M
Exits81$418.5M

All 13F filers, Q2 2024 → Q3 2024: 7,756,433 shares bought and 10,951,089 shares sold, net −3,194,656 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,588 holders

Vanguard Group Inc. 0.66% Add +0.9% 41,746,567 $37.0B
BlackRock, Inc. 0.63% — 33,555,577 $29.7B
State Street Corp. 0.65% Reduce -3.1% 18,042,064 $16.0B
Geode Capital Management, LLC 0.68% Add +1.7% 9,487,057 $8.4B
Morgan Stanley 0.61% Add +0.1% 9,448,475 $8.4B
FMR LLC 0.50% Add +3.6% 9,308,615 $8.3B
Bank of America Corp. 0.55% Reduce -2.3% 7,079,335 $6.3B
Norges Bank 0.68% Add +3.7% 5,511,361 $4.9B
Northern Trust Corp. 0.68% Reduce -3.2% 4,670,506 $4.1B
Bank of New York Mellon Corp 0.74% Reduce -7.0% 4,477,807 $4.0B
Alliancebernstein L.P. 1.30% Add +1.4% 4,376,417 $3.9B
Royal Bank of Canada 0.79% Add +0.4% 4,024,764 $3.6B
Capital World Investors 0.55% Add +1.4% 3,972,060 $3.5B
Invesco Ltd. 0.63% Add +19.5% 3,672,419 $3.3B
JPMorgan Chase & Co. 0.25% Reduce -4.6% 3,582,081 $3.2B
Nuveen Asset Management, LLC 0.88% Reduce -3.9% 3,519,532 $3.1B
Goldman Sachs Group Inc. 0.59% Add +12.4% 3,487,826 $3.1B
Jennison Associates LLC 1.87% Add +3.8% 3,399,127 $3.0B
Wells Fargo & Company 0.71% Reduce -0.9% 3,273,248 $2.9B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.70% Add +2.4% 3,075,065 $2.7B
Fisher Asset Management 1.10% Add +2.7% 3,034,491 $2.7B
Charles Schwab Investment Management Inc. 0.48% Add +1.2% 2,808,255 $2.5B
Legal & General Group Plc 0.63% Reduce -4.4% 2,702,086 $2.4B
UBS Group AG 0.64% Add +1.0% 2,588,645 $2.3B
Amundi 0.68% Reduce -8.3% 2,067,566 $1.8B
Bank of Montreal 0.78% Add +2.7% 1,873,555 $1.7B
Dimensional Fund Advisors LP 0.39% Add +17.3% 1,803,904 $1.6B
T. Rowe Price Associates Inc. 0.18% Add +1.7% 1,728,411 $1.5B
California Public Employees Retirement System 1.00% Add +25.7% 1,608,015 $1.4B
Ameriprise Financial Inc. 0.35% Reduce -4.0% 1,511,718 $1.3B
American Century Companies Inc. 0.74% Add +2.4% 1,426,956 $1.3B
Corient Private Wealth LP 1.93% Reduce -3.0% 1,381,446 $1.2B
Swiss National Bank 0.76% Add +0.2% 1,315,900 $1.2B
Principal Financial Group Inc. 0.63% Reduce -2.1% 1,305,951 $1.2B
Deutsche Bank AG 0.47% Add +16.0% 1,292,678 $1.1B
Barclays PLC 0.49% Reduce -8.8% 1,240,791 $1.1B
TD Asset Management Inc 0.93% Reduce -3.6% 1,192,071 $1.1B
Sumitomo Mitsui Trust Group, Inc. 0.65% Add +2.2% 1,056,273 $936.4M
HSBC Holdings PLC 0.58% Reduce -8.7% 1,052,656 $933.7M
Franklin Resources Inc. 0.25% Reduce -1.3% 988,380 $879.4M
Neuberger Berman Group LLC 0.69% Reduce -2.1% 990,885 $878.4M
Rhumbline Advisers 0.72% Reduce -2.3% 899,549 $797.5M
Raymond James & Associates 0.47% Reduce -2.1% 876,365 $776.9M
Everett Harris & Co. 9.43% Reduce -0.4% 855,370 $758.3M
Provident Trust Co. 13.40% Reduce -0.3% 838,129 $743.0M
Canada Pension Plan Investment Board 0.70% Reduce -4.2% 830,171 $736.0M
LPL Financial LLC 0.32% Add +7.5% 818,807 $725.9M
National Pension Service 0.69% Add +15.4% 812,686 $720.5M
Alphinity Investment Management Pty Ltd 4.20% Add +13.9% 801,658 $710.7M
Bessemer Group Inc. 1.15% Add +0.2% 784,653 $695.6M
Parnassus Investments, LLC 1.43% Reduce -0.1% 762,199 $675.7M
BNP Paribas Financial Markets 0.65% Reduce -16.2% 752,160 $666.8M
Stifel Financial Corp. 0.69% Reduce -3.2% 738,627 $655.0M
California State Teachers Retirement System 0.75% Reduce -0.2% 724,485 $642.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.67% Add +8.2% 703,044 $623.2M
Citigroup Inc. 0.57% Add +7.2% 691,761 $613.3M
Assenagon Asset Management S.A. 1.26% Reduce -17.9% 686,405 $608.5M
Brown Advisory Inc. 0.73% Reduce -10.8% 654,745 $580.4M
Emerald Advisors, LLC 80.72% Reduce -0.9% 626,951 $557.7M
Robeco Institutional Asset Management B.V. 1.10% Reduce -9.3% 627,348 $556.2M
Baird Financial Group, Inc. 1.05% Reduce -2.4% 610,775 $541.5M
1832 Asset Management L.P. 0.89% Add +6.1% 601,235 $533.0M
New York State Common Retirement Fund 0.72% Reduce -6.1% 600,177 $532.1M
Blair William & Co. 1.53% Add +3.5% 588,458 $521.7M
Envestnet Asset Management Inc. 0.16% Reduce -15.5% 562,988 $499.1M
PNC Financial Services Group, Inc. 0.32% Add +0.2% 560,010 $496.5M
Public Employees Retirement Association of Colorado 1.96% Reduce -5.9% 556,533 $493.4M
Schroder Investment Management Group 0.51% Reduce -16.4% 555,682 $492.1M
US Bancorp \de 0.63% Reduce -0.8% 552,314 $489.7M
National Bank of Canada 0.57% Add +35.5% 483,456 $428.6M
ProShare Advisors LLC 1.03% Add +6.7% 473,672 $419.9M
Williams Jones Wealth Management, LLC. 4.84% Reduce -1.1% 465,564 $412.7M
CANADA LIFE ASSURANCE Co 0.70% Reduce -16.1% 453,869 $402.8M
C WorldWide Group Holding A/S 4.09% Reduce -26.1% 444,836 $394.4M
Swedbank AB 0.50% Add +1.5% 443,747 $393.4M
Capital Research Global Investors 0.08% Add +0.1% 432,151 $383.1M
Federated Hermes, Inc. 0.84% Add +4.5% 431,964 $382.9M
State Board of Administration of Florida Retirement System 0.73% Reduce -2.2% 429,891 $381.1M
Caisse de depot et placement du Quebec 0.76% Add +21.2% 428,956 $380.3M
Brown Brothers Harriman & Co. 2.58% Reduce -1.2% 428,179 $379.6M
AXA S.A. 1.13% Reduce -2.9% 427,379 $378.9M
Chevy Chase Trust Holdings, LLC 1.15% Reduce -1.3% 423,947 $375.8M
Janus Henderson Group PLC 0.19% Reduce -28.6% 418,773 $371.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.91% Add +48.7% 412,578 $365.8M
Axiom Investors LLC 3.19% Reduce -6.6% 409,793 $363.3M
Victory Capital Management Inc. 0.35% Reduce -8.0% 404,181 $358.3M
Commonwealth Equity Services, LLC 0.54% Reduce -2.9% 401,704 $356.1M
New York State Teachers Retirement System 0.73% Reduce -4.0% 399,302 $354.0M
Raymond James Financial Services Advisors, Inc. 0.47% Add +0.8% 396,711 $351.7M
Mercer Global Advisors Inc. 0.81% Add +1.3% 393,817 $345.8M
Prudential Financial Inc. 0.48% Reduce -1.9% 385,397 $341.7M
Cerity Partners LLC 0.75% Add +23.0% 384,175 $340.6M
HighTower Advisors, LLC 0.50% Reduce -0.4% 382,584 $339.4M
Cibc World Market Inc. 0.76% Add +1.7% 382,139 $338.8M
Chilton Investment Co. Inc. 8.84% Reduce -1.0% 380,682 $337.5M
Adage Capital Partners Gp, L.L.C. 0.59% Add +3.8% 375,198 $332.6M
Scotia Capital Inc. 1.76% Reduce -0.1% 371,483 $329.3M
Capital International Investors 0.06% Add +0.6% 363,066 $321.9M
Korea Investment CORP 0.76% Add +7.8% 360,520 $319.6M
Loomis Sayles & Co. L P 0.41% Add +1.5% 353,454 $313.3M
Susquehanna International Group, LLP 0.54% Add +166.2% 349,327 $309.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.70% Reduce -1.1% 348,564 $309.0M
Mariner, LLC 0.55% Reduce -5.0% 347,119 $307.7M
AQR Capital Management 0.42% Add +29.2% 344,950 $305.8M
Keybank National Association 1.17% Reduce -1.4% 342,433 $303.6M
William Blair Investment Management, LLC 0.75% Reduce -6.6% 341,865 $303.1M
Rockefeller Capital Management L.P. 0.81% Add +1.0% 338,207 $299.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.30% Reduce -5.2% 328,572 $291.3M
Two Sigma Advisers, LP 0.68% Reduce -47.5% 325,300 $288.4M
Manufacturers Life Insurance Company, The 0.25% Add +2.3% 320,108 $283.8M
Aviva PLC 0.74% Add +3.0% 319,673 $283.4M
Voya Investment Management LLC 0.34% Add +90.8% 317,104 $281.1M
Truist Financial Corp. 0.44% Reduce -1.3% 312,996 $277.5M
Russell Investments Group, Ltd. 0.40% Add +19.5% 311,810 $276.4M
Haverford Trust Co 2.64% Add +0.2% 305,195 $270.6M
Allianz Asset Management GmbH 0.41% Add +72.5% 302,131 $267.8M
First Trust Advisors LP 0.26% Reduce -8.1% 301,460 $267.3M
Rathbones Group PLC 1.34% Reduce -1.9% 300,282 $266.1M
Qube Research & Technologies Ltd 0.48% Reduce -0.6% 296,843 $263.2M
Natixis Advisors, LLC 0.50% Add +2.8% 291,617 $258.5M
Mitsubishi UFJ Trust & Banking Corp 0.58% Reduce -3.4% 287,584 $254.9M
Macquarie Group Ltd. 0.27% Reduce -2.3% 286,565 $254.0M
Capital Counsel LLC 10.85% Reduce -1.4% 284,427 $252.2M
Congress Asset Management Co. 1.71% Add +0.5% 283,022 $250.9M
DekaBank Deutsche Girozentrale 0.46% Reduce -0.1% 280,188 $248.5M
Alecta Tjanstepension Omsesidigt 1.37% No change 280,000 $248.1M
Bank of Nova Scotia 0.50% Reduce -6.4% 279,281 $247.6M
State of Wisconsin Investment Board 0.60% Add +4.4% 266,394 $236.2M
Bank Julius Baer & Co. Ltd, Zurich 0.79% Reduce -3.8% 233,073 $235.4M
Aberdeen Group plc 0.42% Reduce -2.4% 260,424 $231.6M
Sarasin & Partners LLP 2.17% Reduce -1.4% 260,006 $230.5M
Ensign Peak Advisors, Inc 0.40% Reduce -1.9% 258,077 $228.8M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 1.98% Reduce -0.6% 248,741 $222.2M
Millennium Management 0.19% Add +8.2% 243,480 $215.8M
Danske Bank A/S 0.71% Add +1.8% 242,078 $214.6M
Comgest Global Investors S.A.S. 3.06% Reduce -7.7% 241,115 $213.8M
Public Employees Retirement System of Ohio 0.90% Add +7.0% 237,681 $210.7M
Greenbrier Partners Capital Management, LLC 15.82% Reduce -0.1% 224,352 $209.3M
Fifth Third Bancorp 0.76% Add +1.5% 235,642 $208.9M
Epoch Investment Partners, Inc. 0.92% Reduce -5.6% 230,955 $204.7M
Squarepoint Ops LLC 0.67% Reduce -1.9% 227,511 $201.7M
M&T Bank Corp 0.66% Reduce -1.2% 226,633 $200.9M
Creative Planning 0.19% Add +5.3% 224,169 $194.2M
Asset Management One Co., Ltd. 0.68% Add +1.5% 215,818 $191.3M
Pictet Asset Management Holding SA 0.21% Reduce -0.3% 214,863 $190.5M
Toronto Dominion Bank 0.34% Reduce -6.6% 214,780 $190.4M
Lord, Abbett & Co. LLC 0.61% Reduce -13.3% 213,972 $189.7M
Royal London Asset Management Ltd. 0.46% Add +2.6% 210,172 $186.3M
Douglass Winthrop Advisors, LLC 3.52% Reduce -1.7% 208,274 $184.6M
Massachusetts Financial Services Co. 0.05% Reduce -12.9% 205,869 $182.5M
Nomura Asset Management Co. Ltd. 0.56% Add +11.1% 205,057 $181.8M
Los Angeles Capital Management LLC 0.72% Reduce -27.8% 202,446 $179.5M
TCW Group Inc. 1.55% Reduce -3.5% 199,468 $176.8M
Huntington National Bank 1.67% Add +4.9% 195,895 $173.7M
Treasurer of the State of North Carolina 0.69% Add +0.4% 193,840 $171.8M
Osaic Holdings, Inc. 0.38% Reduce -3.8% 190,065 $168.7M
CIBC Asset Management Inc 0.53% Add +3.9% 185,056 $164.0M
Mackenzie Financial Corp. 0.22% Reduce -27.6% 179,769 $159.4M
Resona Asset Management Co.,Ltd. 0.91% Reduce -2.5% 178,048 $157.8M
State of Michigan Retirement System 0.78% Reduce -0.4% 177,669 $157.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.46% Add +4.4% 174,846 $155.0M
Northwestern Mutual Wealth Management Co. 0.14% Add +0.3% 172,296 $152.7M
Acadian Asset Management LLC 0.47% Reduce -8.1% 172,046 $152.5M
TD Waterhouse Canada Inc. 1.23% Add +0.1% 173,216 $152.0M
Mn Services Vermogensbeheer B.V. 1.07% Reduce -2.2% 171,500 $152.0M
Bridgewater Associates 0.85% Reduce -61.7% 168,891 $149.7M
Empower Advisory Group, LLC 0.51% Add +1.1% 168,641 $149.5M
Welch & Forbes LLC 1.90% Reduce -0.8% 168,538 $149.4M
Wellington Management Group LLP 0.03% Reduce -83.9% 166,541 $147.6M
Cibc World Markets Corp. 1.07% Reduce -19.9% 166,087 $147.2M
Two Sigma Investments, LP 0.34% Reduce -43.3% 165,908 $147.1M
State of New Jersey Common Pension Fund D 0.60% Add +0.1% 163,450 $144.9M
Balyasny Asset Management L.P. 0.38% Add +23.8% 162,746 $144.3M
State of Tennessee, Department of Treasury 0.51% Reduce -5.3% 162,383 $144.0M
Sei Investments Co. 0.18% Reduce -24.4% 159,364 $141.3M
APG Asset Management N.V. 0.94% Reduce -75.5% 177,589 $141.1M
Boston Trust Walden Corp 0.98% Reduce -3.4% 158,355 $140.4M
Cetera Investment Advisers 0.30% Add +2.8% 154,163 $136.7M
Bartlett & Co. Wealth Management LLC 1.96% Reduce -2.4% 154,113 $136.6M
D.A. Davidson & Co. 1.13% Reduce -0.7% 154,026 $136.5M
Marex Group Ltd 3.09% Reduce -28.1% 152,472 $135.2M
Bristol John W & Co. Inc. 2.13% Reduce -1.0% 150,712 $133.6M
Guggenheim Capital LLC 0.95% Reduce -6.9% 150,324 $133.3M
Natixis 0.81% Add +42.6% 149,797 $132.8M
Worldquant Millennium Advisors LLC 0.97% Add +60.0% 149,709 $132.7M
Bradley Foster & Sargent Inc. 2.20% Reduce -2.0% 148,418 $131.6M
Westfield Capital Management Co. LP 0.59% Add +1.7% 147,816 $131.0M
Retirement Systems of Alabama 0.48% Reduce -15.2% 145,811 $129.3M
Steginsky Capital LLC 29.33% Reduce -0.1% 145,767 $129.2M
EP Wealth Advisors, LLC 1.06% Add +7.5% 139,423 $123.6M
Cardano Risk Management B.V. 2.18% Add +3.0% 138,911 $123.1M
Corebridge Financial, Inc. 0.65% Reduce -2.9% 136,970 $121.4M
Captrust Financial Advisors 0.36% Add +1.9% 136,363 $120.9M
STRS Ohio 0.46% Reduce -1.2% 136,176 $120.7M
MetLife Investment Management, LLC 0.69% Reduce -2.4% 135,477 $120.1M
Comerica Bank 0.47% Reduce -4.9% 134,066 $118.9M
Marsico Capital Management LLC 3.28% Reduce -0.2% 132,524 $117.5M
Pathstone Holdings, LLC 0.52% Reduce -2.5% 132,241 $117.2M
Glenmede Trust Co. NA 0.55% Reduce -0.4% 130,511 $115.7M
CIBC Private Wealth Group LLC 0.21% Reduce -6.0% 130,472 $115.7M
Sanctuary Advisors, LLC 0.73% Add +15.3% 119,942 $115.6M
Nisa Investment Advisors, LLC 0.68% Reduce -1.7% 130,327 $115.5M
Bowen Hanes & Co. Inc. 3.03% Reduce -0.6% 130,101 $115.3M
ING Groep NV 0.67% Add +24.4% 129,143 $114.5M
Nissay Asset Management Corp. /Japan 0.72% Reduce -0.1% 127,692 $113.2M
D. E. Shaw & Co. 0.16% Reduce -30.6% 127,184 $112.8M
Arizona State Retirement System 0.71% Reduce -1.2% 127,083 $112.7M
DAVENPORT & Co LLC 0.66% Reduce -0.3% 126,235 $111.9M
Van Eck Associates Corp. 0.14% Add +8.3% 123,292 $110.9M
Cambridge Investment Research Advisors, Inc. 0.37% Add +2.4% 123,259 $109.3M
Wealth Enhancement Advisory Services, LLC 0.23% Add +6.7% 122,992 $109.0M
Man Group plc 0.32% Reduce -16.8% 122,498 $108.6M
KCM Investment Advisors LLC 3.67% Reduce -2.1% 121,533 $107.7M
Focus Partners Wealth 0.34% Reduce -33.6% 118,579 $105.0M
Wedbush Securities Inc. 3.87% Reduce -2.0% 117,498 $104.2M
Janney Montgomery Scott LLC 0.29% Add +3.9% 117,296 $104.0M
Forsta Ap-Fonden 0.79% Add +9.1% 115,900 $102.7M
Evercore Wealth Management, LLC 1.54% Reduce -3.5% 115,799 $102.7M
Kornitzer Capital Management Inc. 1.89% Reduce -1.4% 114,952 $101.9M
Commerce Bank 0.62% Reduce -0.4% 114,697 $101.7M
Mirae Asset Global Investments Co., Ltd. 0.44% Add +19.0% 113,172 $100.2M
Employees Retirement System of Texas 1.02% No change 112,149 $99.4M
UMB Bank, n.a. 1.54% Reduce -3.8% 111,635 $99.0M
Xponance LLC 0.95% Reduce -1.2% 111,327 $98.7M
Allspring Global Investments Holdings, LLC 0.15% Add +9.8% 110,781 $98.2M
Amalgamated Bank 0.80% Add +15.4% 109,979 $97.5M
Clifford Swan Investment Counsel LLC 3.45% Reduce -3.1% 109,877 $97.4M
Calamos Advisors LLC 0.66% Reduce -0.9% 107,747 $95.5M
AEGON ASSET MANAGEMENT UK Plc 1.29% Add +6.5% 107,216 $95.0M
Federation des caisses Desjardins du Quebec 0.47% Reduce -2.5% 106,830 $94.7M
Sapient Capital LLC 1.89% Reduce -6.2% 106,135 $94.1M
Daiwa Securities Group Inc. 0.44% Add +19.0% 105,621 $93.6M
Nicholas Company, Inc. 1.52% No change 105,435 $93.5M
Gateway Investment Advisers LLC 1.03% Add +0.1% 105,384 $93.4M
SpiderRock Advisors, LLC 2.00% Add +10.9% 105,075 $93.2M
Davis R M Inc. 1.80% Reduce -1.3% 104,989 $93.1M
Panagora Asset Management Inc. 0.44% Add +127.2% 104,180 $92.4M
Teacher Retirement System of Texas 0.44% Add +4.4% 103,985 $92.2M
HRT Financial LP 0.45% Add +200.2% 102,260 $90.7M
Erste Asset Management GmbH 1.08% Reduce -8.3% 101,755 $90.4M
Arrowstreet Capital, Limited Partnership 0.08% Add +701.1% 101,360 $89.9M
Mogy Joel R Investment Counsel Inc. 5.50% Reduce -0.3% 101,261 $89.8M
MML Investors Services, LLC 0.33% Add +10.4% 100,816 $89.4M
United Capital Financial Advisors, LLC 0.72% Reduce -6.5% 98,644 $87.4M
Regions Financial Corp. 0.63% Add +0.6% 98,342 $87.2M
Cullen/Frost Bankers, Inc. 1.18% Reduce -1.5% 97,532 $86.5M
Railway Pension Investments Ltd 1.03% Reduce -12.8% 97,142 $86.1M
Northeast Investment Management 3.85% Reduce -0.6% 97,047 $86.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.54% Reduce -0.9% 96,510 $85.6M
I.G.Y. Ltd 37.52% Add +0.0% 96,011 $85.1M
Atalanta Sosnoff Capital, LLC 1.83% Add +3.6% 95,993 $85.1M
Chicago Capital, LLC 2.35% Add +0.5% 95,516 $84.7M
Badgley Phelps Wealth Managers, LLC 1.95% Reduce -3.3% 94,548 $83.8M
Oppenheimer & Co. Inc. 1.27% Reduce -1.4% 94,116 $83.4M
Peapack Gladstone Financial Corp. 1.19% Reduce -3.0% 93,486 $82.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.85% — 93,456 $82.9M
BI Asset Management Fondsmaeglerselskab A/S 1.42% Reduce -0.9% 92,581 $82.1M
Swiss Life Asset Management Ltd 0.91% Reduce -10.7% 90,770 $80.5M
Tredje AP-fonden 0.73% Reduce -17.2% 90,631 $80.3M
ABN AMRO Bank N.V. 1.10% Reduce -4.1% 91,159 $80.2M
Worldly Partners Management, LLC 38.09% Add +0.7% 90,416 $80.2M
Czech National Bank 0.81% Add +6.9% 90,312 $80.1M
Johnson Investment Counsel Inc. 0.77% Reduce -1.1% 88,233 $78.2M
KBC Group NV 0.24% Add +1.4% 88,206 $78.2M
CCLA Investment Management 1.20% No change 91,801 $78.0M
IFM Investors Pty Ltd 0.74% Reduce -0.4% 87,334 $77.4M
Varma Mutual Pension Insurance Co 0.61% Add +25.4% 88,014 $76.9M
Healthcare of Ontario Pension Plan Trust Fund 0.19% Reduce -77.8% 86,718 $76.9M
MAI Capital Management 0.73% Reduce -5.0% 86,370 $76.6M
Donaldson Capital Management, LLC 2.93% Reduce -18.0% 86,105 $76.3M
Aristotle Atlantic Partners, LLC 2.35% Add +1.0% 85,178 $75.5M
USS Investment Management Ltd 0.55% No change 83,713 $74.2M
Steward Partners Investment Advisory, LLC 0.68% Reduce -0.9% 83,557 $74.1M
NewEdge Advisors, LLC 0.47% Add +4.3% 82,587 $73.2M
Crestwood Advisors Group, LLC 1.39% Reduce -20.2% 81,850 $72.6M
Financial Counselors Inc. 1.07% Reduce -4.5% 81,131 $71.9M
Bank Pictet & Cie (Europe) AG 1.70% Reduce -11.0% 80,870 $71.7M
DNB Asset Management AS 0.32% Add +9.5% 80,467 $71.3M
Nippon Life Global Investors Americas, Inc. 3.05% Add +8.4% 80,140 $71.0M
Hosking Partners LLP 2.72% Reduce -12.3% 79,632 $70.6M
Norinchukin Bank, The 1.67% Add +1.5% 79,631 $70.6M
Gabelli Funds LLC 0.51% Reduce -4.3% 78,765 $69.8M
Fiera Capital Corp 0.21% Add +0.2% 78,607 $69.7M
Stonegate Investment Group, LLC 1.81% Reduce -9.3% 77,609 $68.8M
Destination Wealth Management 2.12% Reduce -2.4% 77,261 $68.5M
Clearbridge Investments, LLC 0.05% Reduce -32.5% 76,255 $67.6M
Cresset Asset Management, LLC 0.26% Add +0.1% 75,816 $67.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.39% Reduce -12.9% 73,972 $65.6M
Windward Capital Management Co. 4.98% Add +1.0% 73,633 $65.3M
Utah Retirement Systems 0.73% Add +0.5% 73,379 $65.1M
Credit Agricole S A 0.34% Add +350.6% 73,105 $64.8M
Hollencrest Capital Management 2.67% Reduce -3.0% 72,923 $64.6M
Jane Street Group, LLC 0.10% Reduce -59.9% 72,882 $64.6M
O'shaughnessy Asset Management, LLC 0.57% Add +7.0% 72,214 $64.3M
Meitav Investment House Ltd. 1.07% Reduce -17.8% 72,192 $64.0M
Lazard Asset Management LLC 0.09% Reduce -51.5% 70,915 $62.9M
Chesley Taft & Associates LLC 2.99% Reduce -2.9% 70,791 $62.8M
Benjamin Edwards Inc. 0.91% Add +530.8% 70,604 $62.7M
Baskin Financial Services Inc. 5.09% Reduce -1.6% 70,180 $62.2M
Achmea Investment Management B.V. 1.02% Add +2.8% 69,789 $61.9M
Hyperion Asset Management Ltd 2.36% Reduce -4.7% 69,490 $61.6M
Kestra Advisory Services, LLC 0.34% Reduce -1.6% 69,020 $61.2M
Capital Investment Counsel, Inc 8.75% Reduce -1.1% 68,809 $61.0M
Ieq Capital, LLC 0.73% Add +5.3% 67,266 $59.6M
Performance Wealth Partners, LLC 2.04% Add +6.7% 66,980 $59.4M
Pacer Advisors, Inc. 0.13% Reduce -2.1% 66,903 $59.3M
Investment House LLC 3.19% Reduce -1.4% 66,620 $59.1M
Shelton Capital Management 1.51% Reduce -2.0% 66,460 $58.9M
Connor, Clark & Lunn Investment Management Ltd. 0.29% Add +33.1% 66,399 $58.9M
Abn Amro Investment Solutions 1.02% Reduce -2.1% 65,707 $58.3M
Private Advisor Group, LLC 0.36% Add +1.5% 65,380 $58.0M
Kimelman & Baird, LLC 4.59% Reduce -0.6% 64,898 $57.5M
IMC-Chicago, LLC 1.64% Add +319.7% 64,258 $57.0M
QRG Capital Management, Inc. 0.61% Add +9.3% 64,201 $56.9M
Flputnam Investment Management Co. 1.02% Add +1.9% 65,613 $56.6M
EULAV Asset Management 1.38% Reduce -0.0% 63,800 $56.6M
Cannell & Spears LLC 1.11% Add +2.7% 63,567 $56.4M
Trillium Asset Management, LLC 1.36% Reduce -0.7% 62,453 $55.4M
Violich Capital Management, Inc. 7.15% Add +0.5% 62,042 $55.0M
Nan Shan Life Insurance Co., Ltd. 1.29% Add +8.5% 61,898 $54.9M
Maple Capital Management, Inc. 4.17% Add +0.8% 61,642 $54.6M
Yousif Capital Management, LLC 0.59% Reduce -0.9% 61,562 $54.6M
Kestra Private Wealth Services, LLC 0.99% Add +4.7% 60,811 $53.9M
WS Management LLLP 4.79% Add +19.7% 60,746 $53.9M
Twin Tree Management, LP 1.25% Add +17.9% 60,643 $53.8M
Intech Investment Management LLC 0.60% Add +19.6% 60,440 $53.6M
Rwa Wealth Partners, LLC 0.67% Add +1.8% 60,121 $53.3M
SG Americas Securities, LLC 0.20% Reduce -1.7% 59,619 $52.9M
Norman Fields, Gottscho Capital Management, LLC 17.49% Add +0.0% 59,594 $52.8M
Whittier Trust Co. 0.70% Add +1.4% 59,331 $52.6M
State of Alaska, Department of Revenue 0.56% Reduce -2.0% 59,299 $52.6M
CW Advisors, LLC 0.70% Add +3.7% 59,123 $52.4M
New York Life Investment Management LLC 0.51% Reduce -12.7% 59,007 $52.3M
Main Street Research LLC 3.28% Add +2.5% 58,820 $52.1M
Louisiana State Employees Retirement System 0.96% Reduce -2.5% 58,800 $52.1M
Mutual of America Capital Management LLC 0.55% Reduce -6.6% 58,416 $51.8M
Howard Capital Management Group, LLC 3.60% Reduce -0.3% 57,861 $51.3M
Pacific Heights Asset Management LLC 3.76% No change 57,000 $50.5M
Teachers Retirement System of the State of Kentucky 0.44% Reduce -3.6% 56,996 $50.5M
Ossiam 0.98% Add +41.0% 56,966 $50.5M
B. Metzler seel. Sohn & Co. Holding AG 0.50% — 56,761 $50.3M
B. Metzler seel. Sohn & Co. AG 0.50% Reduce -1.4% 56,761 $50.3M
Twinbeech Capital LP 0.96% New 56,737 $50.3M
Pittenger & Anderson Inc. 1.88% Add +0.8% 56,507 $50.1M
Asset Advisors Investment Management, LLC 5.18% Reduce -1.9% 56,178 $49.8M
Storebrand Asset Management As 0.16% Add +11.6% 56,083 $49.7M
Dakota Wealth Management 1.12% Reduce -2.8% 56,023 $49.7M
Zurich Insurance Group Ltd 0.42% Reduce -48.3% 55,867 $49.5M
Smith Chas P & Associates Pa Cpas 2.79% Reduce -3.9% 55,771 $49.4M
Vanguard Personalized Indexing Management, LLC 0.79% Add +12.5% 55,180 $48.9M
Klingenstein Fields & Co. LP 1.94% Reduce -2.8% 55,145 $48.9M
Atria Wealth Solutions, Inc. 0.53% Reduce -4.0% 55,125 $48.9M
Capital International Sarl 1.25% Add +15.4% 55,087 $48.8M
Aljian Capital Management, LLC 11.41% Add +1.7% 55,041 $48.8M
Stratos Wealth Partners, LTD. 0.71% Add +4.8% 54,977 $48.7M
Cwm, LLC 0.21% Add +6.1% 54,764 $48.5M
Randolph Co Inc 5.64% No change 54,736 $48.5M
Candriam S.C.A. 0.28% Reduce -31.3% 54,686 $48.5M
Stock Yards Bank & Trust Co. 1.54% Reduce -4.7% 54,046 $47.9M
Quantinno Capital Management LP 0.62% Add +20.7% 53,797 $47.7M
Thrivent Financial for Lutherans 0.09% Reduce -17.5% 53,500 $47.4M
Covea Finance 2.07% Reduce -26.0% 53,160 $47.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.51% Reduce -3.0% 53,153 $47.1M
Wealthfront Advisers LLC 0.14% Add +2.6% 53,049 $47.0M
Guardian Capital LP 1.71% Add +1.3% 52,604 $46.6M
Invictus Private Wealth, LLC 3.68% Reduce -0.3% 52,399 $46.5M
Public Sector Pension Investment Board 0.25% Add +11.3% 52,313 $46.4M
JARISLOWSKY, FRASER Ltd 0.26% Reduce -5.4% 52,270 $46.3M
Tandem Investment Advisors, Inc. 1.76% Reduce -2.9% 52,255 $46.3M
Sequoia Financial Advisors, LLC 0.49% Add +15.0% 52,009 $46.1M
Lazard Freres Gestion S.A.S. 0.97% Reduce -18.9% 51,706 $45.8M
Trust Co. of Vermont 2.29% Add +0.3% 51,509 $45.7M
Kingsview Wealth Management, LLC 0.95% Add +6.3% 50,933 $45.2M
Agf Management Ltd. 0.23% Reduce -0.5% 50,545 $44.8M
Capula Management Ltd 0.55% Add +7392.0% 49,672 $44.0M
AMF Tjanstepension AB 0.31% New 48,377 $42.9M
Smith Group Asset Management, LLC 3.55% Add +2.6% 48,238 $42.8M
Bridges Investment Management Inc. 0.60% Add +0.1% 48,181 $42.7M
Florida Trust Wealth Management Co 1.37% Reduce -0.1% 48,160 $42.7M
Cumberland Partners Ltd 2.94% Reduce -2.5% 47,732 $42.3M
Rafferty Asset Management, LLC 0.14% Reduce -6.1% 47,630 $42.2M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.68% Reduce -20.9% 47,383 $42.0M
Cookson Peirce & Co. Inc. 1.97% Add +0.9% 47,329 $42.0M
Martingale Asset Management L P 0.96% Reduce -21.7% 47,247 $41.9M
Parallel Advisors, LLC 0.98% Add +3.3% 47,016 $41.7M
Clearstead Advisors, LLC 0.63% Add +1.4% 46,073 $40.8M
Mesirow Financial Investment Management, Inc. 0.79% Reduce -5.9% 45,815 $40.6M
Prime Capital Investment Advisors, LLC 0.58% Add +3.8% 45,777 $40.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.41% Add +90.0% 45,628 $40.5M
iA Global Asset Management Inc. 0.71% Reduce -26.0% 45,483 $40.3M
Temasek Holdings (Private) Ltd 0.16% Add +0.3% 45,288 $40.1M
NEOS Investment Management LLC 1.20% Add +22.1% 44,818 $39.7M
Pinebridge Investments, L.P. 0.30% Add +335.8% 44,715 $39.6M
Jones Financial Companies LLLP 0.04% Add +65.8% 44,581 $39.5M
YHB Investment Advisors, Inc. 3.27% Reduce -2.0% 44,480 $39.4M
Illinois Municipal Retirement Fund 0.55% Reduce -5.9% 43,832 $38.9M
Boston Financial Mangement LLC 1.14% Reduce -4.0% 43,026 $38.1M
NorthCrest Asset Manangement, LLC 1.15% Add +2.5% 42,786 $37.9M
J. Safra Sarasin Holding AG 0.66% Add +10.3% 42,756 $37.9M
Capital International, Inc. 0.48% Add +1.1% 42,669 $37.8M
Dearborn Partners LLC 1.52% Reduce -25.9% 42,300 $37.5M
Elo Mutual Pension Insurance Co 0.80% Add +1.5% 42,134 $37.4M
Investment Management Corp of Ontario 0.83% Add +48.5% 41,946 $37.2M
Foster Dykema Cabot & Partners, LLC 3.10% Reduce -0.1% 41,625 $36.9M
Fiduciary Trust Co 0.52% Add +0.6% 41,608 $36.9M
TruWealth Advisors, LLC 2.26% Reduce -1.3% 41,583 $36.9M
Marco Investment Management LLC 3.15% Reduce -0.3% 41,072 $36.4M
Baldwin Wealth Partners LLC 2.48% Reduce -0.9% 41,007 $36.4M
General American Investors Co. Inc. 2.53% Reduce -2.4% 41,000 $36.3M
Andra AP-fonden 0.54% Add +23.9% 41,000 $36.3M
Beacon Pointe Advisors, LLC 0.42% Reduce -3.8% 40,802 $36.2M
Liontrust Investment Partners LLP 0.51% No change 41,818 $35.5M
Birch Hill Investment Advisors LLC 1.67% Reduce -5.9% 40,085 $35.5M
Freestone Capital Holdings, LLC 1.23% Add +9.2% 40,074 $35.5M
Chilton Capital Management LLC 1.48% Reduce -6.1% 40,020 $35.5M
Baltimore-Washington Financial Advisors, Inc. 1.93% Add +2.0% 39,973 $35.4M
Rempart Asset Management Inc. 6.58% Reduce -5.6% 39,797 $35.4M
Tokio Marine Asset Management Co. Ltd. 1.54% Reduce -0.6% 39,705 $35.2M
Highland Capital Management, LLC 2.01% Reduce -0.6% 39,700 $35.2M
King Luther Capital Management Corp. 0.15% Add +0.6% 39,631 $35.1M
Assetmark, Inc. 0.10% Add +13.7% 39,631 $35.1M
Cadinha & Co. LLC 5.96% Reduce -0.7% 39,336 $34.9M
Estabrook Capital Management 5.21% Reduce -3.3% 39,324 $34.9M
Advisors Capital Management, LLC 0.57% Reduce -0.5% 39,287 $34.8M
Markel Group 0.31% No change 39,150 $34.7M
Bailard, Inc. 0.90% Reduce -0.3% 39,066 $34.6M
Avantax Advisory Services, Inc. 0.23% Reduce -8.2% 38,893 $34.5M
Capital International Ltd. 1.48% Add +3.3% 38,684 $34.3M
Zacks Investment Management 0.29% Add +1.9% 38,336 $34.0M
Oregon Public Employees Retirement Fund 0.63% Reduce -0.5% 37,940 $33.6M
Lido Advisors, LLC 0.25% Reduce -18.4% 37,787 $33.5M
CWA Asset Management Group, LLC 1.78% — 37,679 $33.4M
United American Securities Inc. (d/b/a UAS Asset Management) 8.08% Reduce -1.3% 37,528 $33.3M
Synovus Financial Corp. 0.38% Reduce -1.2% 37,093 $32.9M
Adell Harriman & Carpenter Inc. 2.38% Add +1.7% 36,926 $32.7M
Neville Rodie & Shaw Inc. 2.38% Reduce -1.2% 36,514 $32.4M
Pinnacle Financial Partners Inc 0.65% Add +5.2% 36,494 $32.4M
Lincoln Capital LLC 6.82% Reduce -2.0% 36,402 $32.3M
Bar Harbor Wealth Management 2.06% Reduce -1.9% 36,368 $32.2M
Motley Fool Asset Management LLC 1.90% Add +1.0% 36,695 $32.2M
Vancity Investment Management Ltd 3.83% Reduce -50.6% 36,051 $32.0M
Clarity Financial LLC 3.74% Add +27.8% 35,877 $31.8M
Great Lakes Advisors, LLC 0.27% Reduce -16.3% 35,827 $31.8M
Private Wealth Partners, LLC 2.52% Add +1.7% 35,636 $31.6M
Carnegie Investment Counsel 0.93% Reduce -0.3% 35,521 $31.5M
Aquatic Capital Management LLC 0.82% Add +1149.3% 35,480 $31.5M
Madison Asset Management, LLC 0.35% Reduce -4.3% 35,458 $31.4M
Buffington Mohr McNeal 5.15% Add +0.4% 35,337 $31.3M
Trajan Wealth LLC 1.85% Add +10.2% 35,319 $31.3M
Rakuten Investment Management, Inc. 0.18% Add +34.5% 35,204 $31.2M
Boussard & Gavaudan Investment Management LLP 5.02% New 35,000 $31.2M
Gulf International Bank (UK) Ltd 0.80% Reduce -3.8% 35,005 $31.0M
Capitolis Liquid Global Markets LLC 0.33% Reduce -51.4% 35,000 $31.0M
Nomura Holdings Inc. 0.24% Add +24.2% 34,852 $30.9M
Front Street Capital Management, Inc. 4.98% Reduce -10.3% 34,725 $30.8M
Sonora Investment Management Group, LLC 2.30% Reduce -0.2% 34,598 $30.7M
Pinnacle Associates Ltd. 0.52% Add +14.1% 46,361 $30.6M
Profund Advisors LLC 1.15% Reduce -7.1% 34,316 $30.4M
&partners 0.59% Add +101.5% 34,091 $30.3M
Ironvine Capital Partners, LLC 3.21% Add +1.7% 33,750 $29.9M
Spire Wealth Management 1.01% Add +15.2% 33,749 $29.9M
Harvey Investment Co. LLC 3.36% No change 33,608 $29.8M
Shell Asset Management Co. 1.31% — 33,515 $29.7M
Retirement Planning Group, LLC 1.61% Add +0.4% 33,411 $29.6M
Engineers Gate Manager LP 0.58% Add +21.9% 33,296 $29.5M
Azimuth Capital Investment Management LLC 1.15% Add +2.3% 33,294 $29.5M
Kiley Juergens Wealth Management, LLC 7.64% Add +0.3% 33,187 $29.4M
Silvercrest Asset Management Group LLC 0.20% Add +0.2% 33,130 $29.4M
Independent Advisor Alliance 1.06% Reduce -3.5% 32,981 $29.2M
Godsey & Gibb, Inc. 2.79% Reduce -3.9% 32,849 $29.1M
Harvest Fund Management Co., Ltd 1.73% Add +44.1% 32,858 $29.1M
Mediolanum International Funds Ltd 0.40% Reduce -3.2% 32,711 $28.9M
Bokf, NA 0.51% Reduce -2.4% 32,948 $28.9M
Blue Chip Partners, LLC 2.49% Reduce -1.3% 32,303 $28.6M
Citadel Advisors 0.03% New 32,220 $28.6M
Allworth Financial LP 0.17% Reduce -1.6% 31,909 $28.3M
Envestnet Portfolio Solutions, Inc. 0.09% Reduce -1.0% 31,662 $28.1M
Whittier Trust Co. of Nevada Inc. 0.73% Add +5.6% 31,656 $28.1M
Barlow Wealth Partners, LLC 3.67% Add +1.3% 32,116 $28.1M
Dividend Assets Capital, LLC 5.36% Add +0.7% 31,618 $28.0M
Independent Financial Group, LLC 1.03% Add +22.2% 31,529 $28.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.79% Reduce -3.2% 31,522 $27.9M
Park National Corp. 0.98% Reduce -5.0% 31,458 $27.9M
CenterBook Partners LP 1.71% New 31,431 $27.9M
Beese Fulmer Investment Management, Inc. 2.37% Reduce -1.9% 31,088 $27.6M
North Point Portfolio Managers Corp. 4.42% Reduce -0.7% 31,066 $27.5M
Renaissance Technologies 0.04% Add +528.2% 31,051 $27.5M
WASHINGTON TRUST Co 0.96% Reduce -2.1% 30,929 $27.4M
Kentucky Retirement Systems 0.81% Reduce -7.6% 30,885 $27.4M
Capital Group Private Client Services, Inc. 0.26% Reduce -3.1% 30,637 $27.2M
Skandinaviska Enskilda Banken AB (publ) 0.12% Reduce -9.8% 30,295 $26.9M
Auxano Advisors, LLC 6.92% Add +1.2% 30,165 $26.7M
Townsquare Capital LLC 0.32% Add +3.7% 29,895 $26.5M
Trexquant Investment LP 0.33% Add +63.7% 29,818 $26.4M
L. Roy Papp & Associates, LLP 3.16% Reduce -2.6% 29,450 $26.1M
Alpha Cubed Investments, LLC 1.16% Reduce -13.3% 29,376 $26.0M
Weatherly Asset Management L. P. 2.28% Add +0.2% 29,302 $26.0M
Border to Coast Pensions Partnership Ltd 0.53% Reduce -38.9% 29,288 $25.9M
Cornerstone Advisors, LLC 1.02% Add +1.4% 29,200 $25.9M
Factory Mutual Insurance Co. 0.27% Reduce -1.7% 29,200 $25.9M
Jasper Ridge Partners, L.P. 0.73% No change 29,000 $25.7M
Taurus Asset Management, LLC 2.49% Reduce -0.3% 28,824 $25.6M
Mizuho Securities USA LLC 0.55% Reduce -15.9% 28,748 $25.5M
DE Burlo Group Inc. 3.13% Reduce -13.0% 28,650 $25.4M
Zevin Asset Management LLC 3.93% Reduce -1.1% 28,637 $25.4M
F/m Investments LLC 0.80% Reduce -15.9% 28,558 $25.3M
DDD Partners, LLC 2.73% Reduce -0.3% 28,339 $25.1M
Apollon Wealth Management, LLC 0.71% Add +3.1% 28,309 $25.1M
Prudential PLC 0.13% Add +7.5% 28,091 $24.9M
Middleton & Co. Inc. 2.75% Reduce -3.2% 28,080 $24.9M
Hartford Investment Management Co. 0.82% Reduce -1.8% 27,918 $24.7M
OMERS ADMINISTRATION Corp 0.23% Reduce -0.4% 27,894 $24.7M
Jag Capital Management, LLC 2.99% Add +9.1% 27,877 $24.7M
Bristlecone Advisors, LLC 1.97% Reduce -5.5% 27,682 $24.5M
Jacobs & Co. 2.41% Reduce -4.0% 27,214 $24.1M
Lyell Wealth Management, LP 2.18% Reduce -0.3% 27,032 $24.0M
Summit Financial, LLC 0.94% Add +16.8% 26,930 $23.9M
Becker Capital Management Inc. 0.77% Add +7.3% 26,790 $23.8M
Ami Asset Management Corp. 1.29% Reduce -54.3% 26,790 $23.7M
Braun Stacey Associates Inc. 0.90% Add +4.6% 26,655 $23.6M
Cary Street Partners Investment Advisory LLC 0.86% Reduce -3.1% 26,554 $23.5M
Arcadia Investment Management Corp. 3.85% Reduce -3.5% 26,427 $23.4M
Prospera Financial Services Inc 0.60% Add +37.5% 26,326 $23.4M
Rothschild Investment LLC 1.52% Add +0.3% 26,256 $23.3M
Annex Advisory Services, LLC 0.74% Add +7.2% 26,165 $23.2M
Patten & Patten Inc. 1.54% Reduce -2.4% 26,117 $23.2M
Jupiter Asset Management Ltd. 0.20% New 26,089 $23.1M
Daiichi Life Insurance Co., Ltd. 0.58% Reduce -15.9% 26,039 $23.1M
Kelly Lawrence W & Associates Inc. 5.26% Reduce -1.4% 25,920 $23.0M
Citizens Financial Group Inc. 0.46% Reduce -8.0% 25,844 $22.9M
Absher Wealth Management, LLC 2.94% Add +0.1% 25,728 $22.8M
Dynamic Advisor Solutions LLC 0.68% Add +1.3% 25,546 $22.6M
Maryland State Retirement & Pension System 0.47% Reduce -26.2% 25,520 $22.6M
JTC Employer Solutions Trustee Ltd 1.47% No change 25,470 $22.6M
Harbour Trust & Investment Management Co 2.57% Reduce -2.1% 25,458 $22.6M
Daymark Wealth Partners, LLC 0.95% Add +0.0% 25,436 $22.5M
Bellecapital International Ltd. 4.48% Reduce -0.3% 25,238 $22.4M
Snowden Capital Advisors LLC 0.67% Add +2.0% 25,231 $22.4M
Tidal Investments LLC 0.25% Add +30.2% 25,231 $22.4M
Colonial Trust Advisors 1.93% Reduce -0.3% 25,207 $22.3M
Quadrature Capital Ltd 0.51% Reduce -81.1% 25,208 $22.3M
Washington Trust Bank 2.14% Reduce -7.6% 25,179 $22.3M
Advisors Asset Management, Inc. 0.41% Add +2.5% 24,909 $22.1M
AE Wealth Management LLC 0.20% Add +12.6% 24,881 $22.1M
SouthState Bank Corp 1.52% Add +2.0% 24,857 $22.0M
Phoenix Financial Ltd. 0.32% Add +12.7% 24,777 $22.0M
Private Advisory Group LLC 2.77% Reduce -11.0% 24,777 $22.0M
Securian Asset Management, Inc. 0.63% Reduce -3.9% 24,521 $21.7M
Old National Bancorp 0.50% Reduce -1.1% 24,403 $21.6M
Ferguson Wellman Capital Management, Inc. 0.42% Reduce -0.4% 24,387 $21.6M
Crossmark Global Holdings, Inc. 0.39% Reduce -1.3% 24,374 $21.6M
Empire Life Investments Inc. 1.31% Reduce -1.3% 24,308 $21.5M
Exchange Traded Concepts, LLC 0.51% Reduce -5.0% 24,171 $21.4M
Exencial Wealth Advisors, LLC 0.77% Reduce -2.6% 24,169 $21.4M
Equitable Holdings, Inc. 0.21% Add +9.3% 24,075 $21.3M
Renaissance Investment Group LLC 4.43% Reduce -1.9% 24,021 $21.3M
Salem Investment Counselors Inc. 0.64% Add +0.6% 23,989 $21.3M
Dundas Partners LLP 1.53% Reduce -15.6% 23,963 $21.2M
Raymond James Trust N.A. 0.46% Add +3.9% 23,959 $21.2M
First Horizon Advisors, Inc. 0.59% Reduce -5.0% 23,889 $21.2M
BLB&B Advisors, LLC 1.08% Reduce -1.4% 23,874 $21.2M
FFG Partners, LLC 8.03% Add +0.5% 23,814 $21.1M
Avitas Wealth Management LLC 2.96% Add +0.1% 23,760 $21.1M
Sterling Capital Management LLC 0.27% — 23,758 $21.1M
Diversify Advisory Services, LLC 1.13% Reduce -2.1% 23,483 $21.0M
Gradient Investments LLC 0.44% Reduce -11.0% 23,662 $21.0M
Franklin Street Advisors Inc. 1.41% Reduce -3.0% 23,627 $20.9M
B. Riley Wealth Advisors, Inc. 0.58% Reduce -12.8% 23,734 $20.9M
Rheos Capital Works Inc. 1.09% Reduce -10.3% 23,600 $20.9M
Advisory Services Network, LLC 0.43% No change 24,509 $20.8M
Borer Denton & Associates, Inc. 7.10% Add +0.9% 23,466 $20.8M
CENTRAL TRUST Co 0.49% Reduce -0.4% 23,451 $20.8M
Argent Trust Co 0.86% Reduce -1.1% 23,431 $20.8M
First Merchants Corp. 0.79% Reduce -1.6% 23,315 $20.7M
Orion Porfolio Solutions, LLC 0.21% Reduce -3.8% 23,289 $20.6M
Orion Portfolio Solutions, LLC 0.21% Reduce -3.8% 23,289 $20.6M
PGGM Investments 0.26% Add +38.1% 23,229 $20.6M
Atria Investments, Inc 0.26% Add +1.0% 23,208 $20.6M
Heritage Investors Management Corp. 0.68% Reduce -0.6% 23,182 $20.6M
Walleye Capital LLC 0.24% Reduce -11.3% 23,094 $20.5M
Aptus Capital Advisors, LLC 0.31% Add +18.4% 22,963 $20.4M
Alley Investment Management Company, LLC 2.56% Reduce -1.0% 22,787 $20.2M
Coldstream Capital Management Inc. 0.43% Add +6.3% 22,642 $20.1M
Nwam LLC 1.22% New 22,624 $20.1M
Nordea Investment Management AB 0.02% Add +1.1% 22,276 $19.9M
Eastern Bank 0.36% Add +242.3% 22,374 $19.8M
Bank of Nova Scotia Trust Co. 2.01% Reduce -2.8% 22,322 $19.8M
Evergreen Capital Management LLC 0.66% Reduce -0.7% 22,297 $19.8M
UNIVEST FINANCIAL Corp 1.30% Add +283.5% 22,295 $19.8M
Vontobel Holding Ltd. 0.06% Reduce -19.6% 22,295 $19.8M
Cim, LLC 2.84% Add +0.0% 22,271 $19.7M
Allianz SE 0.53% Reduce -3.2% 22,226 $19.7M
Ameritas Investment Partners, Inc. 0.64% Reduce -0.5% 22,183 $19.7M
Penobscot Investment Management Company, Inc. 1.76% Add +1.1% 22,055 $19.6M
Vident Advisory, LLC 0.49% Add +55.2% 22,011 $19.5M
Woodstock Corp. 1.87% Reduce -1.6% 21,886 $19.4M
Cobblestone Capital Advisors LLC 1.09% Reduce -0.0% 21,861 $19.4M
Albion Financial Group 1.34% Reduce -28.5% 21,846 $19.4M
Cardinal Capital Management 3.01% Add +0.1% 21,841 $19.4M
Bath Savings Trust Co 1.92% Add +0.4% 21,821 $19.3M
McCollum Christoferson Group LLC 5.58% Reduce -1.4% 21,710 $19.2M
New Mexico Educational Retirement Board 0.65% Reduce -2.7% 21,665 $19.2M
Navellier & Associates Inc. 2.60% Add +23.1% 21,640 $19.2M
American National Bank & Trust 2.26% Reduce -0.5% 21,602 $19.2M
Metis Global Partners, LLC 0.60% Add +0.8% 21,557 $19.1M
CapWealth Advisors, LLC 2.08% Reduce -3.0% 21,501 $19.1M
First Citizens Bank & Trust Co. 0.42% Reduce -3.7% 21,490 $19.1M
Van Lanschot Kempen Investment Management N.V. 0.19% Add +1.6% 21,488 $19.0M
Northstar Group, Inc. 3.45% Reduce -1.1% 21,393 $19.0M
OneDigital Investment Advisors LLC 0.22% Reduce -0.7% 21,342 $18.9M
Sandy Spring Bank 0.78% Reduce -0.3% 21,296 $18.9M
Segment Wealth Management, LLC 1.30% Reduce -0.1% 21,276 $18.9M
Tiaa Trust, National Association 0.06% Add +0.1% 21,187 $18.8M
AustralianSuper Pty Ltd 0.09% Add +4.7% 21,078 $18.7M
North Star Asset Management Inc. 0.84% Reduce -1.7% 21,053 $18.7M
CTC LLC 0.85% Add +2169.9% 21,019 $18.6M
Northstar Asset Management Inc. 4.55% Reduce -6.1% 20,920 $18.5M
Choreo, LLC 0.27% Add +0.4% 21,051 $18.5M
Camden National Bank 2.65% Reduce -5.2% 20,826 $18.5M
Independent Solutions Wealth Management, LLC 4.18% Add +2.5% 20,817 $18.5M
Park Avenue Securities LLC 0.21% Add +0.7% 20,816 $18.5M
Paragon Capital Management LLC 9.55% Reduce -1.6% 20,815 $18.5M
Vinva Investment Management Ltd 0.77% Add +19.1% 20,618 $18.3M
Bragg Financial Advisors, Inc 0.75% Reduce -1.9% 20,552 $18.2M
CI Investments Inc. 0.07% Reduce -51.1% 20,343 $18.0M
Conway Capital Management, Inc. 8.70% Add +3.9% 20,218 $17.9M
Jackson Wealth Management, LLC 2.14% Add +72.4% 20,211 $17.9M
NewEdge Wealth, LLC 0.32% Add +35.3% 20,109 $17.8M
Galvin, Gaustad & Stein, LLC 1.60% Reduce -16.4% 19,936 $17.7M
IFP Advisors, Inc 0.64% Add +6.5% 16,533 $17.7M
Mechanics Bank Trust Department 2.35% Reduce -1.6% 19,894 $17.6M
Copeland Capital Management, LLC 0.31% Reduce -13.4% 19,893 $17.6M
Rosenblum Silverman Sutton S F Inc. 4.51% Reduce -1.0% 19,884 $17.6M
WoodTrust Financial Corp 2.50% Add +0.2% 19,872 $17.6M
Granite Investment Partners, LLC 0.75% Reduce -2.4% 19,767 $17.5M
HighPoint Advisor Group LLC 1.02% Add +2.0% 19,737 $17.5M
Perigon Wealth Management, LLC 0.47% Add +0.3% 19,719 $17.5M
McGuire Investment Group, LLC 2.46% Reduce -0.2% 19,700 $17.5M
Harbour Investment Management LLC 7.71% No change 19,634 $17.4M
NWF Advisory Services Inc. 2.53% Reduce -0.1% 19,582 $17.4M
Thomas Story & Son LLC 7.02% Reduce -0.1% 19,408 $17.2M
Kozak & Associates, Inc. 4.07% Add +1.0% 19,386 $17.2M
Montag A & Associates Inc. 0.81% Add +16.7% 19,348 $17.2M
Talbot Financial, LLC 2.08% Add +1.1% 19,306 $17.1M
Brasada Capital Management, LP 2.98% Reduce -4.2% 19,410 $17.1M
HFR Wealth Management, LLC 4.13% Add +0.6% 19,165 $17.0M
First National Trust Co 0.66% Reduce -0.2% 19,144 $17.0M
Sienna Gestion 1.13% Add +22.3% 19,149 $16.9M
Vestcor Inc 0.53% Add +0.4% 18,987 $16.8M
Integrated Wealth Concepts LLC 0.20% Add +1.7% 18,977 $16.8M
Connors Investor Services Inc. 1.62% Reduce -4.5% 18,956 $16.8M
HB Wealth Management, LLC 0.18% Add +6.0% 18,901 $16.8M
Meridian Wealth Management, LLC 0.82% Add +11.1% 18,889 $16.7M
Ritholtz Wealth Management 0.50% Add +8.1% 18,876 $16.7M
Teamwork Financial Advisors, LLC 2.29% Add +258.9% 18,671 $16.6M
First Manhattan Co. Llc. 0.05% Add +2.2% 18,620 $16.5M
Progressive Investment Management Corp 4.23% Reduce -0.9% 18,595 $16.5M
Community Trust & Investment Co. 1.04% Add +1.4% 18,548 $16.4M
Taikang Asset Management (Hong Kong) Co Ltd 1.73% Add +100.0% 18,548 $16.4M
Ancora Advisors LLC 0.37% Reduce -4.4% 18,489 $16.4M
Cyrus J. Lawrence, LLC 3.21% Reduce -0.3% 18,462 $16.4M
UniSuper Management Pty Ltd 0.12% Add +0.7% 18,424 $16.3M
Walleye Trading LLC 0.39% New 18,382 $16.3M
Oak Grove Capital LLC 3.58% Reduce -12.0% 18,258 $16.2M
U.S. Capital Wealth Advisors, LLC 0.57% Add +0.3% 18,244 $16.2M
Fishman Jay A Ltd. 1.60% Add +0.4% 18,208 $16.1M
SteelPeak Wealth, LLC 0.71% Add +121.2% 18,116 $16.1M
Cozad Asset Management Inc. 1.53% Reduce -1.6% 18,111 $16.1M
Wendell David Associates Inc. 1.53% Reduce -0.1% 18,055 $16.0M
LGT Group Foundation 0.26% Add +2.8% 18,198 $16.0M
Oak Ridge Investments LLC 1.38% Add +7.3% 17,873 $15.8M
WealthPlan Investment Management, LLC 1.60% Add +27.8% 17,862 $15.8M
Wealthspire Advisors, LLC 0.16% Add +29.1% 17,850 $15.8M
Fidelis Capital Partners, LLC 1.88% Add +0.4% 17,554 $15.8M
McKinley Carter Wealth Services, Inc. 0.95% Reduce -2.7% 17,741 $15.7M
Sowell Financial Services LLC 0.73% Add +1.7% 17,705 $15.7M
Payden & Rygel 1.21% Reduce -20.3% 17,700 $15.7M
First Trust Direct Indexing L.P. 0.84% Add +13.8% 17,662 $15.7M
Brighton Jones LLC 0.59% Reduce -6.8% 17,653 $15.6M
PFG Investments, LLC 1.01% Reduce -1.9% 17,634 $15.6M
NBT Bank, N.A. 1.05% Reduce -6.2% 17,521 $15.5M
Elk River Wealth Management LLC 2.82% Add +0.9% 17,479 $15.5M
Chartwell Investment Partners, LLC 0.53% Add +7.2% 17,466 $15.5M
Western Wealth Management, LLC 0.88% Add +16.1% 17,460 $15.5M
RB Capital Management, LLC 3.79% Reduce -0.5% 17,313 $15.3M
Sigma Planning Corp 0.47% Add +2.5% 17,235 $15.3M
Farmers & Merchants Investments Inc. 0.47% Reduce -1.0% 17,212 $15.3M
Tower Research Capital LLC (TRC) 0.40% Reduce -68.1% 17,191 $15.2M
Stockman Wealth Management, Inc. 2.37% Add +0.6% 17,189 $15.2M
Haverford Financial Services, Inc. 4.32% Reduce -10.7% 17,023 $15.1M
Tocqueville Asset Management L.P. 0.24% Reduce -10.0% 16,942 $15.0M
Brookstone Capital Management 0.22% Add +2.3% 16,915 $15.0M
Jacobson & Schmitt Advisors, LLC 3.07% Add +1.4% 16,873 $15.0M
Greenleaf Trust 0.13% Add +2.7% 16,738 $14.8M
DF Dent & Co. Inc. 0.18% Reduce -0.7% 16,724 $14.8M
Transform Wealth, LLC 0.98% Add +1.1% 16,700 $14.8M
Eagle Asset Management Inc. 0.08% Add +16.0% 15,652 $14.8M
RKL Wealth Management LLC 1.33% Reduce -0.3% 16,642 $14.8M
Petredis Investment Advisors LLC 1.56% Add +0.4% 16,578 $14.7M
Cullinan Associates Inc. 0.83% Reduce -15.9% 16,517 $14.7M
Roundview Capital LLC 1.06% Add +1.3% 16,544 $14.7M
Great Valley Advisor Group, Inc. 0.36% Add +7.1% 16,530 $14.7M
First National Bank of Omaha 0.94% Reduce -4.4% 16,522 $14.6M
Ipswich Investment Management Co., Inc. 3.38% Reduce -0.2% 16,486 $14.6M
Howard Capital Management, LLC 0.24% Add +403.8% 16,453 $14.6M
Arthur M. Cohen & Associates, LLC 2.61% Add +4.9% 16,480 $14.5M
Liberty Capital Management, Inc. 3.20% Add +0.7% 16,301 $14.5M
Hutner Capital Management Inc. 7.19% Reduce -0.2% 16,292 $14.4M
Beck Bode, LLC 2.70% Add +1.4% 16,173 $14.3M
Willow Creek Wealth Management Inc. 1.50% Reduce -5.3% 16,099 $14.3M
LBP Am SA 0.21% Reduce -23.9% 16,086 $14.3M
Integrated Advisors Network LLC 0.69% Add +1.4% 16,085 $14.3M
Kanawha Capital Management LLC 1.03% Add +2.2% 16,044 $14.2M
Roffman Miller Associates Inc. 0.87% Add +20.8% 15,990 $14.2M
Mutual Advisors, LLC 0.41% Add +5.4% 15,862 $14.2M
Sigma Investment Counselors Inc. 0.83% Reduce -0.2% 15,974 $14.2M
Merit Financial Group, LLC 0.32% Reduce -15.8% 15,930 $14.1M
Motco 1.40% Reduce -7.6% 15,787 $14.0M
W1M Investment Management Ltd 0.23% Reduce -3.0% 15,779 $14.0M
Mattern Capital Management, LLC 1.76% Reduce -1.0% 15,771 $14.0M
Central Bank & Trust Co. 1.92% Reduce -8.0% 15,687 $13.9M
Purus Wealth Management, LLC 5.87% Add +0.3% 15,646 $13.9M
Regency Capital Management Inc.\DE 7.58% Reduce -2.1% 15,564 $13.8M
Global Retirement Partners, LLC 0.42% Reduce -1.0% 15,556 $13.8M
Oppenheimer Asset Management Inc. 0.17% Reduce -0.2% 15,554 $13.8M
Berger Financial Group, Inc 0.99% Add +16.1% 15,512 $13.8M
L.M. Kohn & Company 3.49% Reduce -0.0% 15,509 $13.7M
NWK Group, Inc. 5.56% Reduce -1.1% 15,413 $13.7M
Boston Common Asset Management, LLC 0.36% Reduce -28.2% 15,412 $13.7M
Stephens Inc. 0.19% Add +3.6% 15,397 $13.6M
Stratos Wealth Advisors, LLC 0.63% Add +0.3% 15,376 $13.6M
Trifecta Capital Advisors, LLC 2.84% Add +1.4% 15,315 $13.6M
Empirical Finance, LLC 0.79% Add +2.3% 15,275 $13.5M
Axxcess Wealth Management, LLC 0.34% Reduce -2.6% 15,264 $13.5M
Biondo Investment Advisors, LLC 1.83% Add +0.4% 15,095 $13.4M
Chapman Investment Management, LLC 9.74% Reduce -1.6% 15,044 $13.3M
Peachtree Investment Partners, LLC 4.99% Reduce -0.7% 14,956 $13.3M
Nations Financial Group Inc, /Ia/ 0.96% Add +0.8% 14,865 $13.2M
Silvant Capital Management LLC 0.58% Reduce -6.4% 14,821 $13.1M
Mengis Capital Management, Inc. 2.59% Reduce -0.8% 14,781 $13.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3.21% Reduce -3.5% 14,745 $13.1M
Lakeside Advisors, INC. 8.21% Reduce -2.0% 14,729 $13.1M
Capital Planning Advisors, LLC 1.96% Reduce -0.7% 14,659 $13.0M
Foundations Investment Advisors, LLC 0.27% Add +183.1% 14,642 $13.0M
MassMutual Private Wealth & Trust, FSB 0.37% Reduce -1.5% 14,584 $12.9M
Peterson Wealth Services 4.12% Add +2.5% 14,543 $12.9M
Verdence Capital Advisors LLC 1.02% Add +1.1% 14,512 $12.9M
Livforsakringsbolaget Skandia, Omsesidigt 0.69% Add +60.4% 14,491 $12.8M
Tompkins Financial Corp. 1.23% Add +1.3% 14,478 $12.8M
Fayez Sarofim & Co 0.03% Add +0.0% 14,389 $12.8M
Raab & Moskowitz Asset Management LLC 3.23% Reduce -0.8% 14,370 $12.7M
Capital Investment Counsel, LLC 2.20% Add +1.8% 14,365 $12.7M
Laird Norton Wetherby Wealth Management, LLC 0.58% Reduce -3.8% 14,320 $12.7M
First Foundation Advisors 0.48% Reduce -12.5% 14,307 $12.7M
Slow Capital, Inc. 1.94% Reduce -1.9% 14,292 $12.7M
Ramsay, Stattman, Vela & Price, Inc. 2.35% Reduce -2.9% 14,272 $12.7M
Hartford Financial Management Inc. 2.58% Reduce -1.8% 14,265 $12.6M
Strategic Planning Group, LLC 2.49% Add +4.7% 14,246 $12.6M
Burns J W & Co. Inc. 1.64% Reduce -1.8% 14,229 $12.6M
Mission Wealth Management, LP 0.31% Add +6.1% 14,224 $12.6M
FRG Family Wealth Advisors LLC 2.25% No change 14,160 $12.6M
Community Financial Services Group, LLC 2.57% Reduce -3.8% 14,150 $12.5M
Marietta Wealth Management, LLC 1.82% Add +1.0% 14,113 $12.5M
Valeo Financial Advisors, LLC 0.36% Reduce -3.7% 14,096 $12.5M
Northwest & Ethical Investments L.P. 0.33% Reduce -4.4% 14,073 $12.5M
Caldwell Trust Co 1.31% Add +0.9% 14,050 $12.5M
Northwestern Mutual Investment Management Company, LLC 0.29% Reduce -0.5% 14,050 $12.5M
Unio Capital LLC 5.03% Reduce -2.2% 14,019 $12.4M
Mgo One Seven LLC 0.54% Add +13.0% 14,001 $12.4M
Baker Ellis Asset Management LLC 1.75% Reduce -1.7% 13,980 $12.4M
Appleton Partners Inc. 0.91% Reduce -3.5% 13,973 $12.4M
PFG Advisors 0.78% Reduce -4.6% 13,910 $12.3M
DoubleLine ETF Adviser LP 2.95% Reduce -12.3% 13,670 $12.1M
German American Bancorp, Inc. 1.28% Add +6.1% 13,626 $12.1M
Savant Capital, LLC 0.10% Add +21.6% 13,608 $12.1M
FourThought Financial Partners, LLC 1.43% Reduce -0.5% 13,569 $12.0M
Barometer Capital Management Inc. 3.46% Add +5.1% 13,550 $12.0M
Caprock Group, LLC 0.43% Add +11.4% 13,450 $11.9M
GAM Holding AG 0.95% Reduce -9.8% 13,442 $11.9M
Capital Investment Advisors, LLC 0.24% Add +4.9% 13,406 $11.9M
Broadleaf Partners, LLC 2.81% Reduce -0.3% 13,379 $11.9M
Schnieders Capital Management LLC 2.27% Reduce -0.4% 13,327 $11.8M
Nilsine Partners, LLC 1.53% Reduce -1.8% 13,294 $11.8M
Siemens Fonds Invest GmbH 0.94% Reduce -2.0% 17,032 $11.8M
Aviso Financial Inc. 0.58% Add +4.4% 13,216 $11.7M
TLW Wealth Management, LLC 6.96% No change 13,214 $11.7M
NFJ Investment Group, LLC 0.34% Reduce -23.0% 13,195 $11.7M
SlateStone Wealth, LLC 1.05% Add +6.9% 13,183 $11.7M
Red Door Wealth Management, LLC 1.95% Add +3.8% 13,179 $11.7M
Gouws Capital LLC 7.88% Reduce -0.1% 13,162 $11.7M
Ashton Thomas Private Wealth, LLC 0.62% Add +0.1% 13,136 $11.6M
Kentucky Retirement Systems Insurance Trust Fund 0.81% Reduce -8.2% 13,126 $11.6M
Brevan Howard Capital Management LP 0.58% Add +248.2% 13,114 $11.6M
Plato Investment Management Ltd 0.94% Reduce -0.1% 13,102 $11.6M
Webster Bank, N. A. 1.23% Reduce -6.0% 13,054 $11.6M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.96% No change 13,021 $11.5M
First Western Trust Bank 0.52% Reduce -6.8% 13,009 $11.5M
National Mutual Insurance Federation of Agricultural Cooperatives 0.10% No change 13,000 $11.5M
Waverly Advisors, LLC 0.21% Add +13.3% 12,990 $11.5M
W.G. Shaheen & Associates DBA Whitney & Co 1.23% Reduce -8.1% 12,948 $11.5M
Thoroughbred Financial Services, LLC 0.73% Reduce -2.5% 12,853 $11.4M
Boston Family Office LLC 0.77% Reduce -0.6% 12,849 $11.4M
Sumitomo Life Insurance Co. 0.22% Reduce -14.8% 12,849 $11.4M
Duncker Streett & Co. Inc. 2.07% Add +0.0% 12,818 $11.4M
Stokes Capital Advisors, LLC 2.91% Reduce -2.4% 12,801 $11.3M
Thornburg Investment Management Inc. 0.15% Reduce -0.2% 12,764 $11.3M
Kingfisher Capital LLC 2.60% Reduce -3.4% 12,729 $11.3M
Wilsey Asset Management Inc. 2.07% No change 12,720 $11.3M
Rice Partnership, LLC 2.25% Add +1.7% 12,590 $11.2M
Oak Harvest Investment Services 1.60% Add +2.4% 12,551 $11.1M
Hancock Whitney Corp. 0.36% Add +0.2% 12,547 $11.1M
TCV Trust & Wealth Management, Inc. 0.99% Reduce -2.0% 12,526 $11.1M
Empowered Funds, LLC 0.17% Add +32.2% 12,523 $11.1M
Silicon Valley Capital Partners 1.45% Add +0.7% 12,522 $11.1M
Meiji Yasuda Asset Management Co Ltd. 0.42% Reduce -0.9% 12,516 $11.1M
Whalerock Point Partners, LLC 2.72% Add +3.2% 12,473 $11.1M
Strategic Wealth Investment Group, LLC 1.18% Reduce -35.5% 12,600 $11.1M
Simmons Bank 0.80% Add +1.5% 12,429 $11.0M
Signaturefd, LLC 0.21% Add +0.1% 12,419 $11.0M
Osborne Partners Capital Management, LLC 0.62% Reduce -1.7% 12,363 $11.0M
Blue Fin Capital, Inc. 2.08% Add +0.5% 12,320 $10.9M
GHP Investment Advisors, Inc. 0.50% Reduce -0.5% 12,242 $10.9M
Quest Investment Management LLC 1.27% Reduce -35.0% 12,242 $10.9M
Americana Partners, LLC 0.74% Add +8.5% 12,195 $10.8M
Park State Asset Management 6.34% Reduce -1.1% 12,185 $10.8M
1ST Source Bank 0.61% Reduce -0.2% 12,184 $10.8M
Kercheville Advisors, LLC 4.56% Reduce -1.1% 12,180 $10.8M
American Money Management, LLC 2.15% Reduce -1.6% 12,155 $10.8M
GPM Growth Investors, Inc. 4.48% Reduce -4.1% 12,153 $10.8M
Defender Capital, LLC. 3.57% Reduce -4.9% 12,134 $10.8M
Spirepoint Private Client, LLC 1.42% Add +6.4% 12,116 $10.7M
Van Hulzen Asset Management, LLC 0.78% Reduce -30.4% 12,107 $10.7M
Addenda Capital Inc. 0.38% Add +0.3% 12,091 $10.7M
Resources Management Corp. /CT/ 1.45% Reduce -1.6% 12,089 $10.7M
Moneta Group Investment Advisors LLC 0.16% Add +7.8% 12,084 $10.7M
Kesler, Norman & Wride, LLC 2.10% Reduce -5.8% 12,061 $10.7M
Garrison Bradford & Associates Inc. 10.59% Reduce -4.7% 12,056 $10.7M
King Wealth Management Group 1.66% Reduce -1.3% 12,018 $10.7M
World Investment Advisors 0.33% Add +14.3% 12,008 $10.6M
Palisade Capital Management, LP 0.32% Add +5.0% 11,945 $10.6M
Evexia Wealth LLC 3.75% Reduce -4.5% 12,112 $10.6M
Nikulski Financial, Inc. 3.16% Reduce -0.1% 11,892 $10.5M
LMCG Investments, LLC 0.63% Reduce -6.7% 11,873 $10.5M
Hoffman, Alan N Investment Management 5.03% Add +0.5% 11,789 $10.5M
Gotham Asset Management 0.11% Add +3.9% 11,758 $10.4M
Texas Capital Bank Wealth Management Services Inc 1.03% Add +0.5% 11,755 $10.4M
First National Bank of Mount Dora, Trust Investment Services 2.36% Reduce -11.5% 11,747 $10.4M
WealthPLAN Partners, LLC 1.39% Reduce -23.4% 11,689 $10.4M
K.J. Harrison & Partners Inc 1.56% Add +0.1% 11,653 $10.3M
Cypress Asset Management Inc. 2.57% Add +1.3% 11,653 $10.3M
McBroom & Associates, LLC 6.28% Add +1.2% 11,584 $10.3M
Texas Yale Capital Corp. 0.45% Add +1.0% 11,566 $10.3M
Group One Trading LLC 0.40% Add +36.7% 11,544 $10.2M
Reynders McVeigh Capital Management, LLC 0.54% Add +2.3% 11,531 $10.2M
Prosperity Consulting Group, LLC 0.80% Add +152.8% 11,508 $10.2M
Meiji Yasuda Life Insurance Co 0.19% Reduce -3.0% 11,485 $10.2M
Alps Advisors Inc. 0.07% Reduce -37.3% 11,483 $10.2M
SFE Investment Counsel 2.12% Reduce -2.4% 11,470 $10.2M
China Universal Asset Management Co., Ltd. 1.12% Add +41.8% 11,460 $10.2M
NorthCoast Asset Management LLC 0.07% Add +124.9% 21,690 $10.1M
North Star Investment Management Corp. 0.70% Reduce -0.5% 11,374 $10.1M
Empirical Capital Management, LLC 7.03% Reduce -37.3% 11,350 $10.1M
Carderock Capital Management Inc. 2.37% Add +4.2% 11,335 $10.0M
Denali Advisors LLC 1.08% New 11,328 $10.0M
Clarity Wealth Advisors, LLC 2.92% Add +1.2% 11,327 $10.0M
Bensler, LLC 1.26% Reduce -3.0% 11,289 $10.0M
Wesbanco Bank Inc. 0.34% Reduce -0.6% 11,283 $10.0M
Moors & Cabot, Inc. 0.49% Add +9.4% 11,202 $9.9M
Journey Advisory Group, LLC 1.19% Add +0.3% 11,652 $9.9M
Lombard Odier Asset Management (Switzerland) SA 0.83% Add +9.1% 11,161 $9.9M
Baugh & Associates, LLC 5.08% Add +0.0% 11,436 $9.9M
Contravisory Investment Management, Inc. 2.11% Add +0.5% 11,116 $9.9M
Westwood Holdings Group Inc. 0.08% Reduce -13.0% 11,110 $9.8M
One Capital Management, LLC 0.31% Reduce -5.5% 11,051 $9.8M
NorthRock Partners, LLC 0.32% Add +0.1% 11,042 $9.8M
Vision Capital Management, Inc. 1.37% Reduce -11.6% 10,941 $9.7M
Bfsg, LLC 1.12% Reduce -7.4% 10,881 $9.6M
LMR Partners LLP 0.27% Add +23.9% 10,869 $9.6M
CFM Wealth Partners LLC 1.68% Add +7.7% 10,830 $9.6M
Hanson & Doremus Investment Management 1.52% Reduce -0.0% 10,821 $9.6M
Meridian Wealth Advisors, LLC 1.60% Reduce -1.3% 10,780 $9.6M
Oddo BHF Asset Management Sas 0.48% — 10,760 $9.5M
Sawgrass Asset Management LLC 0.99% Reduce -3.8% 10,719 $9.5M
Guardian Capital Advisors LP 0.94% Reduce -5.7% 10,822 $9.5M
Pallas Capital Advisors LLC 0.41% Add +2.4% 10,625 $9.5M
Telos Capital Management, Inc. 1.00% Reduce -0.6% 10,700 $9.5M
Ascent Group, LLC 0.72% Reduce -9.9% 10,685 $9.5M
Focus Financial Network, Inc. 0.39% Add +0.5% 10,678 $9.5M
Sterling Investment Advisors, Ltd. 2.40% Reduce -6.2% 10,663 $9.5M
Financial Advocates Investment Management 0.53% Reduce -0.5% 10,558 $9.4M
IHT Wealth Management, LLC 0.27% Add +8.4% 10,559 $9.4M
Geneos Wealth Management Inc. 0.36% Add +15.3% 10,549 $9.4M
Luts & Greenleigh Group, Inc. 8.98% Reduce -0.9% 10,546 $9.3M
Mountain Pacific Investment Advisers LLC 0.64% Add +54.3% 10,538 $9.3M
Bogart Wealth, LLC 0.44% Reduce -0.5% 10,533 $9.3M
Wilmington Savings Fund Society, FSB 0.17% Add +214.7% 10,459 $9.3M
Beck Mack & Oliver LLC 0.18% Add +2.5% 10,432 $9.2M
Nelson Capital Management, LLC 1.56% Reduce -2.8% 10,411 $9.2M
Avantax Planning Partners, Inc. 0.33% Reduce -11.9% 10,409 $9.2M
Frank, Rimerman Advisors LLC 0.65% Add +8.6% 10,396 $9.2M
Knuff & Co LLC 2.80% No change 10,359 $9.2M
Seaview Investment Managers LLC 2.76% Reduce -4.6% 10,359 $9.2M
Pitcairn Co. 0.54% Reduce -15.8% 10,359 $9.2M
United Services Automobile Association 0.23% Reduce -18.1% 10,340 $9.2M
Praxis Investment Management Inc. 0.58% Add +10.7% 10,323 $9.2M
Country Club Bank 0.61% Reduce -1.1% 10,328 $9.1M
Buckley Wealth Management, LLC 2.81% Reduce -3.8% 10,302 $9.1M
Cohen Klingenstein LLC 0.32% No change 10,300 $9.1M
Moran Wealth Management, LLC 0.28% Reduce -2.3% 10,297 $9.1M
SeaCrest Wealth Management, LLC 0.98% Add +4.6% 10,270 $9.1M
AMJ Financial Wealth Management 2.62% Add +11.6% 10,266 $9.1M
ROI Financial Advisors, LLC 6.25% Reduce -0.8% 10,200 $9.0M
Householder Group Estate & Retirement Specialist, LLC 2.63% Reduce -37.5% 10,180 $9.0M
KMG Fiduciary Partners, LLC 0.78% Add +93.4% 10,165 $9.0M
Bleakley Financial Group, LLC 0.27% Add +1.9% 10,158 $9.0M
Baker Avenue Asset Management, LP 0.29% Add +7.4% 10,156 $9.0M
Mount Vernon Associates Inc. 7.13% Add +2.3% 10,107 $9.0M
Hartline Investment Corp./ 1.11% Add +0.2% 10,028 $8.9M
EverSource Wealth Advisors, LLC 0.56% Add +0.8% 9,969 $8.8M
CoreCap Advisors, LLC 0.41% Add +73.3% 9,896 $8.8M
Checchi Capital Advisers, LLC 0.65% Reduce -2.6% 9,875 $8.8M
Baldwin Investment Management, LLC 1.09% Reduce -2.2% 9,855 $8.7M
Keeler Thomas Management LLC 2.76% Reduce -3.1% 9,846 $8.7M
Goelzer Investment Management, Inc. 0.48% Reduce -9.7% 9,823 $8.7M
Adams Diversified Equity Fund, Inc. 0.32% New 9,800 $8.7M
Arlington Financial Advisors, LLC 1.78% Reduce -1.2% 9,797 $8.7M
Tower Bridge Advisors 0.91% Reduce -8.1% 9,760 $8.7M
Two Sigma Securities, LLC 0.68% Reduce -39.6% 9,740 $8.6M
Institute for Wealth Management, LLC. 1.09% Add +6.6% 9,726 $8.6M
Ballentine Partners, LLC 0.15% Add +2.1% 9,706 $8.6M
Busey Bank 0.28% Reduce -0.6% 9,702 $8.6M
Sage Capital Advisors,llc 2.24% Add +12.1% 9,678 $8.6M
DLK Investment Management, LLC 3.28% Reduce -0.2% 9,638 $8.5M
Harbour Investments, Inc. 0.26% Add +5.3% 9,617 $8.5M
Kennedy Capital Management LLC 0.19% Add +44.0% 9,610 $8.5M
Sitrin Capital Management LLC 4.25% Add +0.2% 9,609 $8.5M
Parsons Capital Management Inc. 0.54% Add +0.3% 9,607 $8.5M
Jamison Private Wealth Management, Inc. 1.29% Add +3.7% 9,568 $8.5M
J.W. Cole Advisors, Inc. 0.36% Add +25.1% 9,563 $8.5M
Great Lakes Retirement, Inc. 1.08% Add +0.6% 9,476 $8.4M
Legacy Trust 1.93% Reduce -1.8% 9,457 $8.4M
Compound Planning, Inc. 0.52% Reduce -9.3% 9,433 $8.4M
Pavion Blue Capital, LLC 3.89% Reduce -0.1% 9,417 $8.3M
Bray Capital Advisors 2.04% Reduce -2.3% 9,408 $8.3M
Dorsey & Whitney Trust CO LLC 0.44% Add +28.3% 9,381 $8.3M
Howe & Rusling Inc. 0.71% Add +3.5% 9,378 $8.3M
Ayrshire Capital Management LLC 3.93% Reduce -0.1% 9,317 $8.3M
Howland Capital Management LLC 0.36% Reduce -1.1% 9,290 $8.2M
S.E.E.D. Planning Group LLC 2.72% Reduce -10.1% 9,265 $8.2M
Montecito Bank & Trust 1.39% Add +6.9% 9,186 $8.1M
Meeder Asset Management Inc. 0.54% Add +181.2% 9,145 $8.1M
Procyon Advisors, LLC 0.56% Reduce -3.1% 9,140 $8.1M
LS Investment Advisors, LLC 1.20% Add +2.8% 9,139 $8.1M
Vantage Investment Partners, LLC 0.68% Reduce -7.0% 9,136 $8.1M
Kenora Financial, LLC 3.21% Reduce -1.2% 9,089 $8.1M
Meritage Portfolio Management 0.49% Reduce -2.0% 9,089 $8.1M
Keystone Wealth Services, LLC 2.23% Add +124.1% 9,080 $8.0M
Gladstone Institutional Advisory LLC 0.39% Reduce -13.8% 9,034 $8.0M
Coastline Trust Co 0.94% Add +3.7% 9,022 $8.0M
Jump Financial, LLC 0.17% Reduce -72.3% 9,022 $8.0M
Cordgrass Capital Advisors, LLC 2.32% Add +0.2% 9,012 $8.0M
Consolidated Capital Management, LLC 3.48% Reduce -10.2% 8,995 $8.0M
Weik Capital Management 3.21% Reduce -2.6% 8,974 $8.0M
Pecaut & Co. 2.82% Reduce -0.0% 8,962 $7.9M
First Washington CORP 3.15% Reduce -13.1% 8,955 $7.9M
Turtle Creek Wealth Advisors, LLC 1.59% Add +1.5% 8,949 $7.9M
Trust Co. of Oklahoma 2.57% Add +2.6% 8,924 $7.9M
Angeles Wealth Management, LLC 0.68% Add +9.0% 8,918 $7.9M
Chelsea Counsel Co. 3.89% Reduce -8.9% 8,907 $7.9M
Barr E S & Co. 0.49% Add +1.0% 8,874 $7.9M
TFG Advisers LLC 2.82% Reduce -0.5% 8,852 $7.8M
Concurrent Investment Advisors, LLC 0.23% Add +6.6% 8,797 $7.8M
Merriman Wealth Management, LLC 0.32% Add +5.2% 8,777 $7.8M
First Personal Financial Services 1.65% Reduce -4.1% 8,775 $7.8M
Summit Global Investments 0.50% Add +39.6% 8,767 $7.8M
Narwhal Capital Management 0.70% Reduce -1.8% 8,754 $7.8M
Glenview Trust Co 0.15% Add +5.7% 8,752 $7.8M
Rockline Wealth Management, LLC 2.19% Add +1.9% 8,741 $7.7M
Longbow Finance SA 0.83% No change 8,739 $7.7M
Hills Bank & Trust Co 0.58% Reduce -1.7% 8,653 $7.7M
Cape Cod Five Cents Savings Bank 0.70% Reduce -2.4% 8,642 $7.7M
Atlantic Union Bankshares Corp 0.44% Reduce -2.6% 8,631 $7.7M
Legacy Private Trust Co. 0.51% Reduce -3.6% 8,630 $7.7M
Robertson Stephens Wealth Management, LLC 0.28% Reduce -2.8% 8,629 $7.7M
Colonial Trust Co / SC 1.18% Reduce -0.8% 8,616 $7.6M
Ethic Inc. 0.19% Reduce -5.4% 10,420 $7.6M
Larson Financial Group LLC 0.43% Add +97.9% 8,595 $7.6M
Covington Investment Advisors Inc. 1.14% Reduce -1.2% 8,578 $7.6M
Banco Santander, S.A. 0.09% Reduce -9.6% 8,563 $7.6M
Motley Fool Wealth Management, LLC 0.38% Reduce -0.5% 8,560 $7.6M
Cypress Capital Group 0.85% Add +1.5% 8,515 $7.5M
Griffin Asset Management, Inc. 0.84% Reduce -2.1% 8,506 $7.5M
AIA Group Ltd 0.19% Add +7.4% 8,488 $7.5M
Venture Visionary Partners LLC 0.33% Reduce -3.1% 8,468 $7.5M
Fifth Third Wealth Advisors LLC 0.46% Reduce -4.2% 8,457 $7.5M
Farther Finance Advisors, LLC 0.28% Add +20.1% 8,421 $7.5M
Diamant Asset Management, Inc. 4.67% Reduce -0.4% 8,405 $7.5M
Capital Group Investment Management Pte. LTD. 1.49% Add +5.2% 8,367 $7.4M
Stiles Financial Services Inc 2.61% Add +1.3% 8,358 $7.4M
Schechter Investment Advisors, LLC 0.55% Reduce -1.3% 8,359 $7.4M
Twin Capital Management Inc. 0.83% Add +10.9% 8,334 $7.4M
GPS Wealth Strategies Group, LLC 0.98% Reduce -8.6% 8,328 $7.4M
Groupama Asset Managment 0.19% Reduce -6.8% 10,362 $7.4M
International Assets Investment Management, LLC 0.60% Add +28.6% 8,314 $7.4M
Trust Co. of Toledo NA 0.99% Add +4.3% 8,272 $7.3M
Chronos Wealth Management, LLC 3.82% Reduce -1.1% 8,270 $7.3M
Cassaday & Co Wealth Management LLC 0.21% Add +2.2% 8,267 $7.3M
Zevenbergen Capital Investments LLC 0.15% Add +0.9% 8,255 $7.3M
Choate Investment Advisors 0.19% Add +5.0% 8,227 $7.3M
Banque Pictet & Cie SA 0.07% Add +4.8% 8,208 $7.3M
180 Wealth Advisors, LLC 1.15% Reduce -2.5% 8,206 $7.3M
Kingswood Wealth Advisors, LLC 0.52% Add +1.7% 8,177 $7.2M
William Allan Corp 4.50% Reduce -1.6% 8,170 $7.2M
City Holding Co. 1.00% Add +7.7% 8,159 $7.2M
Hixon Zuercher, LLC 2.83% Reduce -15.0% 8,159 $7.2M
NatWest Group plc 2.14% Add +24.2% 8,154 $7.2M
Harbour Capital Advisors, LLC 1.66% Reduce -1.2% 7,937 $7.2M
Meeder Advisory Services, Inc. 0.47% Add +2.1% 8,131 $7.2M
Jacobs Levy Equity Management, Inc. 0.03% New 8,125 $7.2M
L & S Advisors Inc 0.84% Add +0.7% 8,111 $7.2M
Conning Inc. 0.25% Add +6.1% 8,111 $7.2M
Bull Street Advisors, LLC 3.33% Reduce -2.7% 8,101 $7.2M
HUB Investment Partners, LLC 0.31% Add +0.2% 8,079 $7.2M
Transamerica Financial Advisors, LLC 0.70% Reduce -6.3% 8,060 $7.1M
Thematics Asset Management 0.28% Reduce -26.2% 8,052 $7.1M
Hudson Value Partners, LLC 2.77% Add +7.6% 8,046 $7.1M
HCR Wealth Advisors 0.93% Reduce -0.7% 8,033 $7.1M
Westover Capital Advisors, LLC 1.36% Add +9.1% 8,007 $7.1M
Principal Securities, Inc. 0.17% Reduce -0.5% 7,999 $7.1M
Anchor Investment Management, LLC 0.67% Add +2.0% 7,996 $7.1M
Fulton Bank, N.A. 0.27% Reduce -0.7% 7,983 $7.1M
RAM Investment Partners, LLC 1.84% Reduce -3.8% 7,966 $7.1M
Diversify Wealth Management, LLC 0.68% Reduce -3.9% 7,835 $7.0M
First National Advisers, LLC 1.12% Add +4.0% 7,935 $7.0M
Petix & Botte Co 1.87% Reduce -33.5% 7,928 $7.0M
Cerro Pacific Wealth Advisors LLC 2.65% No change 8,243 $7.0M
Gilder Gagnon Howe & Co. LLC 0.08% Reduce -0.7% 7,902 $7.0M
Townsend Asset Management Corp. /NC/ 2.60% Reduce -7.1% 7,897 $7.0M
Fiduciary Group, LLC 0.70% Reduce -1.3% 7,835 $6.9M
Trust Co of Kansas 3.37% Reduce -0.9% 7,817 $6.9M
American Trust 0.57% Reduce -12.2% 7,808 $6.9M
NJ State Employees Deferred Compensation Plan 0.82% No change 7,800 $6.9M
CX Institutional 0.31% Reduce -2.1% 7,792 $6.9M
Bahl & Gaynor LLC 0.04% Add +4.9% 7,765 $6.9M
Courier Capital LLC 0.47% Reduce -5.1% 7,760 $6.9M
Jackson Square Capital, LLC 1.70% Add +9.8% 7,731 $6.9M
Clarius Group, LLC 0.48% Reduce -7.0% 7,739 $6.9M
Indiana Trust & Investment Management Co 2.34% Add +4.3% 7,728 $6.9M
Aster Capital Management (DIFC) Ltd 1.48% — 7,688 $6.8M
Mather Group, Llc. 0.09% Reduce -42.7% 7,687 $6.8M
Asset Dedication, LLC 0.46% Reduce -11.8% 7,669 $6.8M
Clearstead Trust, LLC 1.63% Add +2.6% 7,669 $6.8M
Encompass Wealth Advisors, LLC 1.71% Add +0.0% 7,662 $6.8M
Highline Wealth Partners LLC 2.27% Add +5.6% 7,642 $6.8M
Mitchell Capital Management Co. 1.18% Reduce -2.8% 7,637 $6.8M
Diversified Trust Co. 0.17% Add +5.6% 7,631 $6.8M
Silphium Asset Management Ltd 2.43% No change 7,622 $6.8M
Bard Financial Services, Inc. 0.80% Reduce -1.6% 7,610 $6.7M
Connecticut Wealth Management, LLC 0.33% Reduce -0.9% 7,595 $6.7M
Bremer Bank National Association 1.26% Reduce -4.2% 7,549 $6.7M
Auxier Asset Management LLC 0.99% Reduce -0.1% 7,532 $6.7M
Stony Point Capital LLC 1.59% Add +2.9% 7,515 $6.7M
Fiduciary Alliance LLC 0.88% Add +48.2% 7,492 $6.6M
Spinnaker Trust 0.41% Reduce -5.4% 7,491 $6.6M
CPC Advisors, LLC 0.99% Add +33.4% 7,488 $6.6M
Morse Asset Management, Inc 1.45% Add +20.1% 7,481 $6.6M
Sumitomo Mitsui Financial Group, Inc. 0.15% Reduce -5.4% 7,476 $6.6M
Dillon & Associates Inc. 0.93% Add +5.1% 7,467 $6.6M
Algert Global LLC 0.18% Add +1760.3% 7,460 $6.6M
First Interstate Bank 0.40% Add +2.0% 7,456 $6.6M
Lake Street Private Wealth, LLC 1.07% Reduce -25.4% 7,447 $6.6M
E Fund Management Co., Ltd. 0.34% Add +13.4% 7,433 $6.6M
St Germain D J Co. Inc. 0.30% Reduce -2.3% 7,427 $6.6M
Dana Investment Advisors, Inc. 0.22% Reduce -13.8% 7,415 $6.6M
Burney Co./ 0.23% Add +264.2% 7,412 $6.6M
Csenge Advisory Group 0.34% Add +1.8% 7,391 $6.6M
Capital Analysts, LLC 0.27% Reduce -3.8% 7,393 $6.6M
Pine Valley Investments Ltd Liability Co 0.45% Reduce -6.7% 7,390 $6.6M
Fort Washington Investment Advisors Inc. 0.04% Reduce -0.8% 7,384 $6.5M
Schmidt P J Investment Management Inc. 1.13% Reduce -2.0% 7,381 $6.5M
Baron Capital (BAMCO) 0.02% Reduce -4.5% 7,370 $6.5M
Wealthcare Advisory Partners LLC 0.19% Add +3.9% 7,363 $6.5M
Shorepoint Capital Partners LLC 1.49% Add +3.3% 7,360 $6.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC 2.48% Reduce -1.9% 7,353 $6.5M
Peterson Wealth Management 4.13% Add +0.5% 7,297 $6.5M
DORCHESTER WEALTH MANAGEMENT Co 1.18% Add +2.1% 7,295 $6.5M
Mission Creek Capital Partners, Inc. 1.50% Add +1.8% 7,295 $6.5M
Calamos Wealth Management LLC 0.34% Add +13.7% 7,269 $6.4M
PEAK6 Investments LLC 0.32% Reduce -16.5% 7,258 $6.4M
First Hawaiian Bank 0.21% Reduce -18.9% 7,247 $6.4M
Patton Fund Management, Inc. 1.33% New 7,246 $6.4M
River Wealth Advisors LLC 0.85% Add +4.9% 7,233 $6.4M
Tritonpoint Wealth, LLC 0.59% Add +2.6% 7,232 $6.4M
Tranquility Partners, LLC 2.32% Reduce -1.0% 7,207 $6.4M
ClariVest Asset Management LLC 0.65% No change 7,511 $6.4M
Trivium Point Advisory, LLC 0.89% Reduce -17.9% 6,835 $6.4M
Enterprise Bank & Trust Co 2.05% Reduce -1.9% 7,177 $6.4M
Belpointe Asset Management LLC 0.38% Reduce -27.6% 7,172 $6.4M
Harel Insurance Investments & Financial Services Ltd. 0.11% Add +330.8% 7,164 $6.4M
Aviance Capital Partners, LLC 0.84% Reduce -12.1% 7,160 $6.3M
Bank of Stockton 1.91% Reduce -2.4% 7,135 $6.3M
United Capital Management of KS, Inc. 1.38% Reduce -0.4% 7,133 $6.3M
HBK Sorce Advisory LLC 0.19% Add +3.1% 7,115 $6.3M
Rench Wealth Management, Inc. 2.15% Add +10.6% 7,056 $6.3M
Pacific Global Investment Management Co. 1.13% Reduce -0.8% 7,049 $6.2M
Etesian Wealth Advisors, Inc. 2.83% Add +0.3% 7,040 $6.2M
GAMCO Investors 0.06% Add +6.5% 7,017 $6.2M
Wimmer Associates 1, LLC 3.04% Add +0.1% 7,009 $6.2M
KP Management LLC 2.19% No change 7,000 $6.2M
Certified Advisory Corp 0.69% Add +2.4% 6,995 $6.2M
Avior Wealth Management, LLC 0.25% Add +5.4% 6,945 $6.2M
Symphony Financial, Ltd. Co. 1.02% Add +5.4% 6,961 $6.1M
Holderness Investments Co. 1.34% Add +6.8% 6,927 $6.1M
Banque Cantonale Vaudoise 0.25% Add +43.0% 6,907 $6.1M
Tower View Wealth Management LLC 3.34% Add +0.4% 6,891 $6.1M
Manchester Financial Inc. 1.32% Reduce -2.5% 6,881 $6.1M
Bellevue Asset Management, LLC 3.13% Reduce -0.5% 6,875 $6.1M
Fox Hill Wealth Management 3.36% Add +5.0% 6,869 $6.1M
Analyst IMS Investment Management Services Ltd. 0.23% Add +30.7% 6,862 $6.1M
Agur Provident & Training Funds Management Ltd. 1.85% No change 8,400 $6.1M
Midwest Professional Planners, LTD. 1.86% Add +5.9% 6,848 $6.1M
Level Four Advisory Services, LLC 0.26% Add +2.4% 6,937 $6.1M
Nicolet Bankshares Inc. 1.22% Reduce -4.3% 6,831 $6.1M
Spirit of America Management Corp. 1.21% Add +0.7% 6,831 $6.1M
Prio Wealth Limited Partnership 0.18% Reduce -0.4% 6,814 $6.0M
Centered Wealth LLC dba Miller Equity Capital Advisors 2.35% No change 6,800 $6.0M
Northcape Wealth Management, LLC 1.96% Reduce -0.3% 6,751 $6.0M
Stanley-Laman Group, Ltd. 0.76% Reduce -10.7% 6,703 $5.9M
Bell & Brown Wealth Advisors, LLC 2.32% Add +2.2% 6,694 $5.9M
Sunbelt Securities, Inc. 0.58% Add +8.2% 6,675 $5.9M
GAMMA Investing LLC 0.59% Add +24.3% 6,661 $5.9M
Carroll Investors, Inc 3.87% Reduce -12.1% 6,659 $5.9M
Hohimer Wealth Management, LLC 1.27% No change 6,644 $5.9M
Horizon Investments, LLC 0.16% Add +54.4% 6,639 $5.9M
Elite Wealth Management, Inc. 1.35% Reduce -5.1% 6,622 $5.9M
Woodmont Investment Counsel LLC 0.44% Reduce -0.4% 6,601 $5.9M
Hilltop Holdings Inc. 0.38% Add +54.4% 6,598 $5.8M
Pacific Sage Partners, LLC 1.39% Add +0.1% 6,592 $5.8M
Leelyn Smith, LLC 1.05% Add +0.1% 6,588 $5.8M
Koshinski Asset Management, Inc. 0.51% Add +0.2% 6,587 $5.8M
Godshalk Welsh Capital Management, Inc. 3.69% Reduce -2.0% 6,584 $5.8M
M&R Capital Management Inc. 1.29% Add +0.2% 6,584 $5.8M
RFG Advisory, LLC 0.18% Reduce -1.4% 6,575 $5.8M
Concentric Wealth Management, LLC 1.42% Reduce -6.3% 6,574 $5.8M
Summit Trail Advisors, LLC 0.14% Add +3.3% 6,573 $5.8M
Bridgeway Capital Management, LLC 0.13% Reduce -4.4% 6,540 $5.8M
EFG Asset Management (North America) Corp. 0.96% Reduce -14.3% 6,508 $5.8M
Trek Financial, LLC 0.43% Reduce -7.2% 6,503 $5.8M
Rehmann Capital Advisory Group 0.38% Add +0.1% 6,492 $5.8M
Verition Fund Management LLC 0.04% Reduce -68.3% 6,494 $5.8M
Blue Trust, Inc. 0.07% Add +47.5% 6,759 $5.7M
Rossmore Private Capital 0.71% Reduce -0.1% 6,479 $5.7M
STF Management LP 2.60% Reduce -8.4% 6,457 $5.7M
Flagship Harbor Advisors, LLC 0.31% Add +1.8% 6,453 $5.7M
Ghe, LLC 2.14% Add +0.4% 6,475 $5.7M
Composition Wealth, LLC 0.13% Add +22.0% 6,449 $5.7M
BNC Wealth Management, LLC 2.10% Add +1.9% 6,441 $5.7M
HWG Holdings LP 1.96% Add +15.6% 6,429 $5.7M
McIlrath & Eck, LLC 0.73% Reduce -1.1% 6,429 $5.7M
Leisure Capital Management 2.43% Reduce -0.8% 6,426 $5.7M
Blume Capital Management, Inc. 1.28% Reduce -4.6% 6,397 $5.7M
Trinity Legacy Partners, LLC 1.45% Reduce -6.0% 6,328 $5.6M
Linscomb Wealth, Inc. 0.28% Reduce -2.3% 6,348 $5.6M
Norris Perne & French LLP 0.39% Reduce -4.7% 6,345 $5.6M
Front Row Advisors LLC 2.00% Add +0.8% 6,330 $5.6M
Eisler Capital (US) LLC 1.04% Add +117.1% 6,325 $5.6M
Bank of New Hampshire 1.41% Reduce -2.5% 6,324 $5.6M
Symmetry Investments LP 1.19% Reduce -13.7% 6,319 $5.6M
Pure Financial Advisors, LLC 0.13% Reduce -6.6% 6,306 $5.6M
ExodusPoint Capital Management, LP 0.06% New 6,301 $5.6M
Optimum Investment Advisors 2.41% Reduce -3.2% 6,288 $5.6M
Orleans Capital Management Corp. 3.16% Add +0.3% 6,276 $5.6M
Lafayette Investments, Inc. 1.17% No change 6,270 $5.6M
Argus Investors' Counsel, Inc. 3.62% Reduce -12.2% 6,266 $5.6M
Somerset Trust Co 2.07% Reduce -1.6% 6,256 $5.5M
Modera Wealth Management, LLC 0.07% Add +3.4% 6,256 $5.5M
Syon Capital LLC 0.49% Reduce -2.1% 6,250 $5.5M
True North Advisors, LLC 1.45% Add +0.4% 6,231 $5.5M
AlphaCore Capital LLC 1.25% Reduce -3.2% 6,228 $5.5M
Arjuna Capital 1.43% Reduce -1.8% 6,221 $5.5M
Accent Capital Management, LLC 3.17% Reduce -9.2% 6,220 $5.5M
PFC Capital Group, Inc. 2.66% Add +2.1% 6,216 $5.5M
FAS Wealth Partners, Inc. 0.44% Add +4.3% 6,215 $5.5M
Ceera Investments, LLC 2.07% Reduce -0.1% 6,208 $5.5M
Lion Street Advisors, LLC 1.91% Reduce -2.3% 6,202 $5.5M
FineMark National Bank & Trust 0.19% Add +10.6% 6,193 $5.5M
Wambolt & Associates, LLC 1.49% Reduce -1.0% 6,207 $5.4M
Game Plan Financial Advisors, LLC 2.90% Add +6.1% 6,126 $5.4M
Carnegie Lake Advisors LLC 2.15% — 6,121 $5.4M
Alhambra Investment Management LLC 2.81% Reduce -0.3% 6,110 $5.4M
Sound View Wealth Advisors Group, LLC 0.44% Add +17.1% 6,107 $5.4M
W.H. Cornerstone Investments Inc. 3.65% Reduce -4.1% 6,104 $5.4M
StoneX Group Inc. 0.39% Add +4.3% 6,087 $5.4M
Family Legacy, Inc. 1.79% Reduce -1.7% 6,079 $5.4M
Private Trust Co. NA 0.54% Add +0.5% 6,069 $5.4M
Mattern Wealth Management LLC 1.18% Add +1.8% 6,061 $5.4M
Commerzbank Aktiengesellschaft 0.14% Add +172.8% 6,057 $5.4M
Benin Management CORP 1.51% Reduce -6.9% 6,052 $5.4M
Regal Investment Advisors LLC 0.37% Reduce -11.6% 6,022 $5.3M
Concourse Financial Group Securities, Inc. 0.32% Reduce -7.9% 6,019 $5.3M
Beacon Investment Advisors LLC 2.52% Add +0.1% 6,000 $5.3M
New Hampshire Trust 1.14% Reduce -0.7% 5,996 $5.3M
Capital Advisors Wealth Management, LLC 0.98% Add +18.3% 5,989 $5.3M
Bryn Mawr Trust Advisors, LLC 0.29% Reduce -4.7% 5,987 $5.3M
Ameritas Advisory Services, LLC 0.23% Add +14.9% 5,985 $5.3M
WD Rutherford LLC 2.59% Reduce -5.3% 5,971 $5.3M
StrongBox Wealth, LLC 2.27% Reduce -2.4% 5,967 $5.3M
United Bank 2.44% Add +7.5% 5,962 $5.3M
Fortis Capital Management LLC 1.06% Add +3.1% 5,938 $5.3M
TAGStone Capital, Inc. 2.67% Reduce -1.6% 5,900 $5.2M
Parisi Gray Wealth Management 1.73% Add +0.8% 5,900 $5.2M
Moody National Bank Trust Division 0.56% Add +16.2% 5,878 $5.2M
Alan B Lancz & Associates, Inc. 4.76% Reduce -0.1% 5,858 $5.2M
Roberts Wealth Advisors, LLC 1.68% Add +0.5% 5,818 $5.2M
Bay Rivers Group 2.57% Add +0.9% 5,839 $5.2M
ICW Investment Advisors LLC 2.15% Reduce -1.9% 5,830 $5.2M
Knightsbridge Asset Management, LLC 1.17% Add +2.6% 5,824 $5.2M
Jefferies Financial Group Inc. 0.09% Add +49.5% 5,803 $5.1M
Cornerstone Wealth Group, LLC 0.43% Add +0.2% 5,797 $5.1M
Cherry Creek Investment Advisors, Inc. 2.66% Add +0.2% 5,797 $5.1M
McCarter Private Wealth Services LLC 3.25% — 5,794 $5.1M
Physicians Financial Services, Inc. 1.60% Add +1.5% 5,787 $5.1M
ICICI Prudential Asset Management Co Ltd 0.54% Add +18.8% 5,787 $5.1M
Parallax Volatility Advisers, L.P. 0.15% Reduce -21.5% 5,772 $5.1M
TCI Wealth Advisors, Inc. 0.43% Reduce -1.8% 5,770 $5.1M
HTLF Bank 0.56% Reduce -1.4% 5,769 $5.1M
Strait & Sound Wealth Management LLC 2.48% Reduce -1.7% 5,755 $5.1M
Clark Capital Management Group, Inc. 0.03% Reduce -0.0% 5,746 $5.1M
Catalyst Capital Advisors LLC 0.11% Reduce -13.6% 5,728 $5.1M
Principle Wealth Partners LLC 0.36% Reduce -0.6% 5,719 $5.1M
Madrona Financial Services, LLC 1.41% Add +0.5% 5,718 $5.1M
Next Century Growth Investors LLC 0.41% Reduce -6.2% 5,707 $5.1M
Weiss Asset Management LP 0.19% New 5,700 $5.1M
Harbor Investment Advisory, LLC 0.50% Reduce -1.4% 5,693 $5.0M
BOK Financial Private Wealth, Inc. 0.36% Reduce -8.1% 5,688 $5.0M
Palumbo Wealth Management LLC 1.95% Add +1.3% 5,668 $5.0M
Tyche Wealth Partners LLC 1.14% Reduce -1.2% 5,664 $5.0M
Qtron Investments LLC 0.68% Reduce -1.1% 5,640 $5.0M
Pinnacle Bancorp, Inc. 1.34% Add +12.6% 5,639 $5.0M
Trail Ridge Investment Advisors, LLC 2.38% Reduce -0.1% 5,552 $5.0M
Pine Haven Investment Counsel, Inc 4.04% Reduce -0.8% 5,626 $5.0M
Romano Brothers and Company 0.62% Reduce -0.9% 5,623 $5.0M
Citizens & Northern Corp. 1.49% Add +8.1% 5,602 $5.0M
Dantai Capital Ltd 6.29% No change 5,591 $5.0M
Davidson Trust Co. 2.54% Add +76.4% 5,573 $4.9M
Tsai Capital Corp 4.01% Add +1.9% 5,563 $4.9M
Regatta Capital Group, LLC 0.96% Add +1.9% 5,559 $4.9M
GYL Financial Synergies, LLC 0.37% Reduce -0.9% 5,489 $4.9M
Resonant Capital Advisors, LLC 0.36% Reduce -3.6% 5,486 $4.9M
Signet Financial Management, LLC 0.62% Add +1.3% 5,479 $4.9M
WBH Advisory Inc. 0.46% Reduce -4.0% 5,476 $4.9M
Patron Partners, LLC 2.68% Reduce -1.0% 5,471 $4.8M
CreativeOne Wealth, LLC 0.16% Add +16.6% 5,465 $4.8M
Cohen Capital Management, Inc. 0.78% Reduce -16.1% 5,437 $4.8M
Eley Financial Management, Inc 1.94% Reduce -3.3% 5,430 $4.8M
Gardner Russo & Quinn 0.05% Reduce -1.0% 5,422 $4.8M
Schwarz Dygos Wheeler Investment Advisors LLC 1.20% Reduce -3.8% 5,416 $4.8M
Dupree Financial Group, LLC 2.04% Reduce -2.1% 5,415 $4.8M
Fairfield Financial Advisors, LTD 1.64% Add +8.8% 5,412 $4.8M
Laffer Tengler Investments, Inc. 1.17% Reduce -1.8% 5,411 $4.8M
TRUE Private Wealth Advisors 0.57% Reduce -29.9% 5,406 $4.8M
Trivant Custom Portfolio Group, LLC 2.76% Add +0.4% 5,404 $4.8M
Cypress Capital Management LLC (WY) 5.18% Reduce -2.0% 5,402 $4.8M
Rowlandmiller & Partners.adv 0.97% Reduce -2.2% 5,399 $4.8M
Archford Capital Strategies, LLC 0.72% Reduce -0.7% 5,372 $4.8M
Hantz Financial Services, Inc. 0.08% Add +1.0% 5,377 $4.8M
Inlet Private Wealth, LLC 1.21% No change 5,370 $4.8M
Executive Wealth Management, LLC 0.37% Add +1.9% 5,358 $4.7M
X-Square Capital, LLC 1.60% Add +3.1% 5,354 $4.7M
GS Investments, Inc. 2.11% Add +0.0% 5,351 $4.7M
Columbia Asset Management 0.83% Add +4.4% 5,349 $4.7M
Greenfield Savings Bank 2.24% Reduce -0.5% 5,342 $4.7M
Sepio Capital, LP 0.37% Reduce -4.3% 5,340 $4.7M
Harrington Investments, INC 2.58% Reduce -1.6% 5,333 $4.7M
Parcion Private Wealth LLC 0.39% Reduce -4.7% 5,331 $4.7M
West Oak Capital, LLC 2.32% Reduce -4.7% 5,316 $4.7M
Liberty One Investment Management, LLC 0.48% Add +3.9% 5,301 $4.7M
Left Brain Wealth Management, LLC 2.19% Add +0.7% 5,300 $4.7M
Centaurus Financial, Inc. 0.30% Add +2.2% 5,292 $4.7M
Carmignac Gestion 0.08% Reduce -4.7% 5,256 $4.7M
Bedell Frazier Investment Counselling, LLC 1.11% Reduce -0.2% 5,252 $4.7M
Nichols & Pratt Advisers LLP 0.30% Add +19.4% 5,232 $4.6M
TBH Global Asset Management, LLC 1.01% Add +0.5% 5,232 $4.6M
Beaumont Financial Advisors, LLC 0.36% Add +3.4% 5,229 $4.6M
PGIM Custom Harvest LLC 0.09% Add +4.2% 5,221 $4.6M
Fruth Investment Management 1.20% Reduce -0.9% 5,215 $4.6M
Clear Creek Financial Management, LLC 0.52% Add +0.6% 5,210 $4.6M
Guardian Investment Management 3.97% Add +0.1% 5,205 $4.6M
Arrow Financial Corp 0.43% Reduce -1.5% 5,199 $4.6M
GUNN & Co INVESTMENT MANAGEMENT, INC. 3.16% Reduce -91.0% 5,191 $4.6M
AdvisorNet Financial, Inc 0.34% Add +11.1% 5,190 $4.6M
Accuvest Global Advisors 3.92% New 5,104 $4.6M
S.A. Mason LLC 2.40% Add +0.2% 5,116 $4.5M
Claret Asset Management Corp 0.74% Add +0.0% 5,113 $4.5M
Commonwealth Retirement Investments LLC 1.89% Add +0.2% 5,090 $4.5M
TCTC Holdings, LLC 0.15% Add +3.4% 5,088 $4.5M
Sheaff Brock Investment Advisors, LLC 0.40% Reduce -3.8% 5,087 $4.5M
Wedmont Private Capital 0.26% Add +9.1% 5,152 $4.5M
J. W. Coons Advisors, LLC 0.84% Add +0.5% 5,077 $4.5M
Arbor Trust Wealth Advisors, LLC 2.36% No change 5,285 $4.5M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.49% Add +0.7% 5,064 $4.5M
Vestmark Advisory Solutions, Inc. 0.17% Add +0.3% 5,044 $4.5M
Pinnacle Wealth Management Advisory Group, LLC 0.43% Add +0.7% 5,043 $4.5M
Douglas Lane & Associates, LLC 0.06% Reduce -4.0% 5,042 $4.5M
Financial Management Network Inc. 0.94% New 5,052 $4.5M
Insigneo Advisory Services, LLC 0.45% Reduce -6.7% 5,023 $4.5M
Gifford Fong Associates 1.11% No change 5,016 $4.4M
SageView Advisory Group, LLC 0.23% Reduce -15.2% 5,003 $4.4M
Kentucky Farm Bureau Mutual Insurance Co 0.96% No change 5,000 $4.4M
Smartleaf Asset Management LLC 0.54% Add +20.8% 4,990 $4.4M
Intrust Bank NA 0.44% Add +0.9% 4,968 $4.4M
Altrafin AG 1.58% Reduce -0.2% 4,943 $4.4M
Freedom Day Solutions, LLC 1.35% Reduce -0.8% 4,908 $4.4M
Field & Main Bank 1.55% Reduce -2.7% 4,892 $4.3M
First Pacific Financial 1.01% Add +1.3% 4,884 $4.3M
Teza Capital Management LLC 0.47% New 4,872 $4.3M
Birinyi Associates Inc. 1.24% Add +281.6% 4,865 $4.3M
SOL Capital Management CO 0.48% Reduce -2.0% 4,858 $4.3M
Manhattan West Asset Management, LLC 1.11% Add +3.8% 4,855 $4.3M
Baxter Bros Inc. 0.56% Reduce -1.5% 4,851 $4.3M
Grassi Investment Management 0.37% No change 4,840 $4.3M
IPG Investment Advisors LLC 0.93% Add +18.4% 4,831 $4.3M
Trustmark Bank Trust Department 0.32% Add +21.1% 4,829 $4.3M
Arkadios Wealth Advisors 0.24% Add +42.0% 4,818 $4.3M
Kovack Advisors, Inc. 0.45% Reduce -3.5% 4,806 $4.3M
Condor Capital Management 0.38% Add +0.2% 4,792 $4.2M
Lake Street Advisors Group, LLC 0.20% Add +4.2% 4,791 $4.2M
Processus Wealth & Capital Management, LLC 3.50% Reduce -5.9% 4,790 $4.2M
Snider Financial Group 1.55% Reduce -0.9% 4,786 $4.2M
Highview Capital Management LLC 1.72% Add +4.0% 4,773 $4.2M
Apollon Financial, LLC 1.24% Add +15.9% 4,761 $4.2M
Garner Asset Management Corp 1.44% Reduce -0.9% 4,753 $4.2M
Geneva Capital Management LLC 0.07% Reduce -8.0% 4,751 $4.2M
Grandfield & Dodd, LLC 0.25% Reduce -8.8% 4,742 $4.2M
Chicago Partners Investment Group LLC 0.15% Reduce -4.5% 4,667 $4.2M
Harfst & Associates, Inc. 0.94% Reduce -4.4% 4,717 $4.2M
RMR Wealth Builders 0.44% Reduce -2.5% 4,708 $4.2M
Aigen Investment Management, LP 0.82% New 4,702 $4.2M
Sheets Smith Wealth Management 0.51% Add +0.1% 4,698 $4.2M
Faithward Advisors, LLC 0.72% Add +106.1% 4,693 $4.2M
Brady Family Wealth, LLC 1.25% Reduce -1.7% 4,690 $4.2M
Perkins Coie Trust Co 0.92% Add +0.3% 4,675 $4.1M
Zega Financial, LLC 1.36% Add +28.6% 4,665 $4.1M
Danica Pension, Livsforsikringsaktieselskab 0.08% Add +10.6% 4,660 $4.1M
CHICAGO TRUST Co NA 0.74% Add +10.7% 4,642 $4.1M
RW Investment Management LLC 0.51% Reduce -2.2% 4,635 $4.1M
Covenant Asset Management, LLC 0.91% No change 4,633 $4.1M
Mirador Capital Partners LP 0.74% Add +3.6% 4,627 $4.1M
Balboa Wealth Partners 1.02% Add +4.6% 4,621 $4.1M
Ironwood Investment Counsel, LLC 0.68% Reduce -4.3% 4,616 $4.1M
Schear Investment Advisers, LLC 2.53% Add +13.1% 4,612 $4.1M
Quadrant Capital Group LLC 0.28% Add +0.6% 4,610 $4.1M
Alta Wealth Advisors LLC 1.87% Reduce -0.3% 4,609 $4.1M
Helios Capital Management Pte. Ltd. 2.51% No change 4,600 $4.1M
Cooper Financial Group 0.53% Add +4.0% 4,600 $4.1M
First County Bank 2.01% Reduce -5.5% 4,595 $4.1M
Cigna Investments Inc. 0.72% Reduce -1.3% 4,574 $4.1M
Geller Advisors LLC 0.28% Add +0.6% 4,544 $4.0M
Fortis Group Advisors, LLC 0.74% Reduce -5.3% 4,527 $4.0M
Confluence Wealth Services, Inc. 0.29% Add +3.1% 4,518 $4.0M
Monetta Financial Services Inc. 3.40% No change 4,500 $4.0M
Cornerstone Wealth Management, LLC 0.28% Reduce -3.5% 4,494 $4.0M
Continuum Advisory, LLC 0.51% Add +0.6% 4,311 $4.0M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.00% No change 4,488 $4.0M
Graybill Wealth Management, LTD. 1.47% Reduce -2.4% 4,486 $4.0M
NTV Asset Management LLC 0.53% Reduce -2.5% 4,478 $4.0M
Modern Wealth Management, LLC 0.24% Add +1.9% 4,453 $3.9M
Investment Research & Advisory Group, Inc. 1.66% Reduce -1.6% 4,448 $3.9M
AMG National Trust Bank 0.11% Reduce -6.9% 4,437 $3.9M
Martin Capital Advisors, LLP 2.80% Add +0.2% 4,435 $3.9M
Red Cedar Investment Management, LLC 0.50% No change 4,431 $3.9M
Atlas Brown,Inc. 1.36% Add +1.2% 4,419 $3.9M
Saturna Capital Corp. 0.05% Add +7.1% 4,412 $3.9M
Wisconsin Capital Management LLC 2.05% Reduce -14.9% 4,405 $3.9M
Virtu Financial LLC 0.21% Reduce -13.9% 4,400 $3.9M
Skye Global Management LP 0.09% Reduce -51.2% 4,400 $3.9M
Strategic Advisors LLC 0.73% Reduce -2.5% 4,394 $3.9M
Delta Financial Advisors LLC 1.41% Reduce -0.6% 4,390 $3.9M
TriaGen Wealth Management LLC 1.30% Reduce -2.6% 4,380 $3.9M
Sittner & Nelson, LLC 1.73% Reduce -0.7% 4,375 $3.9M
Essex Financial Services, Inc. 0.28% Reduce -14.2% 4,337 $3.9M
Strategic Blueprint, LLC 0.24% Reduce -4.9% 4,368 $3.9M
Stratos Investment Management, LLC 0.27% Reduce -19.4% 4,365 $3.9M
Cyndeo Wealth Partners, LLC 0.27% Add +31.7% 4,361 $3.9M
Semper Augustus Investments 0.65% No change 4,330 $3.8M
Weaver Capital Management LLC 1.15% Reduce -0.1% 4,324 $3.8M
Clarkston Capital Partners, LLC 0.07% Reduce -1.0% 4,312 $3.8M
Strategy Asset Managers LLC 0.73% Add +41.6% 4,302 $3.8M
Banco de Sabadell, S.A 2.86% Reduce -3.5% 4,296 $3.8M
MV Capital Management, Inc. 0.40% Add +2.3% 4,296 $3.8M
Peak Asset Management, LLC 0.72% Reduce -2.4% 4,280 $3.8M
Doheny Asset Management 2.58% Add +1.1% 4,267 $3.8M
Monetary Management Group Inc. 0.97% Reduce -5.0% 4,265 $3.8M
Garrison Point Advisors, LLC 2.34% Reduce -0.6% 4,263 $3.8M
Moser Wealth Advisors, LLC 1.96% Reduce -0.1% 4,260 $3.8M
WealthShield Partners, LLC 0.51% Add +6.0% 4,258 $3.8M
Equitable Trust Co. 0.24% Reduce -0.2% 4,237 $3.8M
Capital Asset Advisory Services LLC 0.19% Add +4.6% 4,206 $3.7M
Ardent Capital Management, Inc. 1.70% Reduce -3.1% 4,210 $3.7M
MWA Asset Management 2.48% Reduce -1.0% 4,199 $3.7M
Prossimo Advisors, LLC 2.71% Reduce -0.4% 4,192 $3.7M
Blodgett Wealth Advisors, LLC 3.12% Add +0.1% 4,188 $3.7M
Triton Financial Group Inc 2.37% Reduce -1.4% 4,181 $3.7M
Concord Wealth Partners 0.62% Add +12.9% 4,178 $3.7M
Focus Partners Advisor Solutions, LLC 0.08% Add +42.1% 4,176 $3.7M
Carret Asset Management, LLC 0.40% Reduce -1.4% 4,171 $3.7M
First Bank & Trust 0.70% Add +0.7% 4,162 $3.7M
James Investment Research, Inc. 0.43% Add +10.4% 4,162 $3.7M
Eads & Heald Wealth Management 1.75% Reduce -6.5% 4,161 $3.7M
Vickerman Investment Advisors, Inc. 1.08% Reduce -26.3% 4,155 $3.7M
Compton Wealth Advisory Group, LLC 0.93% Add +0.9% 4,154 $3.7M
Avestar Capital, LLC 0.40% Add +5.1% 4,153 $3.7M
DeDora Capital, Inc. 1.03% Reduce -0.7% 4,143 $3.7M
Arete Wealth Advisors, LLC 0.31% Reduce -19.5% 4,142 $3.7M
Aspire Capital Advisors LLC 1.09% Add +2.2% 4,131 $3.7M
Strategic Wealth Partners, Ltd. 0.35% Add +9.8% 4,130 $3.7M
Moss Adams Wealth Advisors LLC 0.40% Add +7.5% 4,129 $3.7M
Sargent Investment Group, LLC 0.66% Add +6.1% 4,129 $3.7M
Jessup Wealth Management, Inc 1.67% Reduce -22.4% 4,117 $3.6M
Concord Asset Management, LLC 0.82% Add +25.8% 4,093 $3.6M
Old Second National Bank of Aurora 0.88% Reduce -2.2% 4,091 $3.6M
Oak Asset Management, LLC 1.28% Reduce -7.0% 4,088 $3.6M
First Business Financial Services, Inc. 0.36% Add +12.9% 4,076 $3.6M
Kathmere Capital Management, LLC 0.34% Add +6.7% 4,076 $3.6M
Osprey Private Wealth LLC 2.52% — 4,063 $3.6M
MTM Investment Management, LLC 1.40% Add +0.0% 4,074 $3.6M
Counterweight Ventures, LLC 2.54% Add +7.0% 4,054 $3.6M
CIC Wealth, LLC 0.93% Reduce -0.7% 4,053 $3.6M
Forum Financial Management, LP 0.06% Reduce -4.3% 4,045 $3.6M
Ignite Planners, LLC 0.82% Reduce -0.6% 4,044 $3.6M
Oxford Financial Group, LTD. LLC 0.23% Reduce -3.4% 4,038 $3.6M
Cordatus Wealth Management LLC 1.29% Add +1.3% 4,036 $3.6M
Legacy Wealth Management, LLC / MS 1.31% Add +2.7% 4,033 $3.6M
Mount Lucas Management LP 1.22% Reduce -44.0% 4,031 $3.6M
Gerber Kawasaki Wealth & Investment Management 0.16% Add +7.2% 4,017 $3.6M
Capstone Financial Advisors, Inc. 0.22% Add +9.4% 4,004 $3.5M
Hedeker Wealth, LLC 0.94% Add +0.2% 3,998 $3.5M
XML Financial, LLC 0.33% Reduce -25.9% 3,986 $3.5M
ABLE Financial Group, LLC 1.09% Reduce -0.5% 3,985 $3.5M
Y-Intercept (Hong Kong) Ltd 0.22% New 3,973 $3.5M
Beaton Management Co. Inc. 1.78% No change 3,970 $3.5M
Somerset Group LLC 3.24% No change 3,960 $3.5M
Garde Capital, Inc. 0.23% Add +4.3% 3,954 $3.5M
Monterey Private Wealth, Inc. 1.19% Reduce -0.1% 3,952 $3.5M
McDonough Capital Management, Inc 2.41% Add +6.7% 3,945 $3.5M
Napa Wealth Management 1.65% New 3,944 $3.5M
Cairn Investment Group, Inc. 1.93% No change 3,941 $3.5M
Grey Ledge Advisors, LLC 0.89% Reduce -1.6% 3,932 $3.5M
Columbia Bank 1.27% Reduce -1.3% 3,930 $3.5M
Legacy Advisors, LLC 0.37% Add +3.5% 3,895 $3.5M
Jaffetilchin Investment Partners, LLC 0.26% Add +6.7% 3,892 $3.5M
Connable Office Inc. 0.35% Reduce -14.4% 3,891 $3.4M
KKM Financial LLC 1.71% Add +5.7% 3,888 $3.4M
Nicholas Hoffman & Company, LLC. 0.14% Reduce -3.2% 3,862 $3.4M
Benedict Financial Advisors Inc. 0.81% Reduce -2.6% 3,859 $3.4M
Perennial Investment Advisors, LLC 0.44% Reduce -7.4% 3,857 $3.4M
Hennion & Walsh Asset Management, Inc. 0.16% Reduce -22.8% 3,857 $3.4M
JSF Financial, LLC 1.00% Add +0.3% 3,849 $3.4M
Ironwood Financial, llc 0.71% Add +2.0% 3,830 $3.4M
Bollard Group LLC 0.09% Add +0.1% 3,823 $3.4M
Hodges Capital Management Inc. 0.22% Reduce -49.4% 3,822 $3.4M
Cypress Wealth Services, LLC 0.70% Add +4.4% 3,820 $3.4M
IMS Capital Management 1.52% Add +0.6% 3,816 $3.4M
Elyxium Wealth, LLC 1.85% — 3,795 $3.4M
Mezzasalma Advisors, LLC 1.33% Add +5.1% 3,792 $3.4M
Glen Eagle Advisors, LLC 0.57% Reduce -2.9% 3,781 $3.4M
GC Wealth Management RIA, LLC 0.58% Add +62.9% 3,773 $3.3M
JGP Wealth Management, LLC 0.43% Add +1.7% 3,772 $3.3M
OVERSEA-CHINESE BANKING Corp Ltd 0.09% Add +4.7% 3,762 $3.3M
Bell Asset Management Ltd 0.61% Reduce -28.9% 3,760 $3.3M
Joel Isaacson & Co., LLC 0.16% Add +2.8% 3,755 $3.3M
Moody LYNN Lieberson & Walker, LLC 0.20% Add +348.4% 3,753 $3.3M
GLOBALT Investments LLC / GA 0.12% Add +2.8% 3,752 $3.3M
Platform Technology Partners 1.04% Reduce -0.3% 3,746 $3.3M
Oxler Private Wealth LLC 1.15% Add +0.4% 3,733 $3.3M
Elmwood Wealth Management, Inc. 1.36% Reduce -2.3% 3,725 $3.3M
O'Brien Greene & Co. Inc 1.02% Reduce -0.9% 3,700 $3.3M
Deltec Asset Management LLC 0.65% No change 3,700 $3.3M
Rational Advisors, Inc. 0.32% Reduce -8.4% 3,699 $3.3M
Andrew Hill Investment Advisors, Inc. 2.46% Reduce -18.4% 3,698 $3.3M
Callan Family Office, LLC 0.55% Add +609.8% 3,698 $3.3M
Sivia Capital Partners, LLC 1.94% Reduce -4.0% 3,697 $3.3M
Decatur Capital Management, Inc. 1.51% Add +0.1% 3,695 $3.3M
Marvin & Palmer Associates Inc. 2.74% Reduce -8.8% 3,682 $3.3M
Sand Hill Global Advisors, LLC 0.14% Reduce -8.5% 3,678 $3.3M
Castle Rock Wealth Management, LLC 0.78% Add +123.3% 3,704 $3.3M
BlackDiamond Wealth Management, LLC 1.96% Add +2.8% 3,478 $3.2M
Westmount Partners, LLC 0.97% Reduce -8.5% 3,657 $3.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.49% Add +3.3% 3,651 $3.2M
Cadence Bank 0.22% Reduce -13.5% 3,651 $3.2M
Central Valley Advisors, LLC 1.83% Reduce -3.5% 3,650 $3.2M
NorthStar Asset Management LLC 2.16% Reduce -0.1% 3,649 $3.2M
Realta Investment Advisors 1.49% Reduce -19.1% 3,633 $3.2M
RMR Capital Management, LLC 2.74% No change 3,632 $3.2M
Lindbrook Capital, LLC 0.29% Add +2.3% 3,629 $3.2M
Werlinich Asset Management, LLC 1.87% No change 3,628 $3.2M
Sculati Wealth Management, LLC 1.29% Reduce -0.3% 3,628 $3.2M
GM Advisory Group, LLC 0.19% Add +6.1% 3,620 $3.2M
Patriot Financial Group Insurance Agency, LLC 0.43% Add +1.1% 3,616 $3.2M
BBR Partners, LLC 0.24% Add +71.8% 3,609 $3.2M
B.O.S.S. Retirement Advisors, LLC 0.64% Add +224.5% 3,589 $3.2M
GeoWealth Management, LLC 0.11% Reduce -19.6% 3,582 $3.2M
NFSG Corp 1.11% Add +37.8% 3,579 $3.2M
Princeton Capital Management LLC 1.00% Add +0.6% 3,579 $3.2M
First National Corp. /Ma/ 0.70% Add +10.3% 3,574 $3.2M
Channel Wealth LLC 1.04% Add +1.7% 3,571 $3.2M
Acas, LLC 2.60% Add +3.2% 3,560 $3.2M
Carl P. Sherr & Co., LLC 1.66% No change 3,555 $3.2M
Aries Wealth Management 0.86% Reduce -2.3% 3,547 $3.1M
Invst, LLC 0.38% Reduce -1.0% 3,546 $3.1M
Arista Wealth Management, LLC 0.75% Add +7.3% 3,545 $3.1M
Norway Savings Bank 1.70% Add +11.2% 3,537 $3.1M
Allred Capital Management, LLC 1.23% Reduce -0.1% 3,535 $3.1M
Malaga Cove Capital, LLC 1.26% Reduce -0.8% 3,531 $3.1M
44 Wealth Management LLC 1.10% — 3,478 $3.1M
Peak Financial Advisors LLC 1.61% Reduce -0.3% 3,527 $3.1M
Avanda Investment Management Pte. Ltd. 0.61% Reduce -57.3% 3,524 $3.1M
Peloton Wealth Strategists 1.26% No change 3,523 $3.1M
West Coast Financial LLC 0.34% Reduce -2.5% 3,515 $3.1M
Chiron Investment Management, LLC 1.10% New 3,514 $3.1M
BigSur Wealth Management LLC 0.86% No change 3,510 $3.1M
Bank Ozk 1.28% Reduce -0.8% 3,502 $3.1M
Ascentis Independent Advisors 0.48% Add +10.1% 3,498 $3.1M
MeadowBrook Investment Advisors LLC 2.85% Reduce -0.5% 3,496 $3.1M
Venturi Wealth Management, LLC 0.16% Reduce -3.0% 3,493 $3.1M
Guyasuta Investment Advisors Inc. 0.19% Add +8.1% 3,484 $3.1M
Atticus Wealth Management, LLC 0.99% Add +1.1% 3,476 $3.1M
Caldwell Sutter Capital, Inc. 1.44% Reduce -16.0% 3,474 $3.1M
Finivi Inc. 2.50% Add +6.9% 3,474 $3.1M
Founders Financial Securities LLC 0.28% Reduce -3.2% 3,462 $3.1M
Gryphon Financial Partners LLC 0.42% Add +3.6% 3,459 $3.1M
Triton Wealth Management, PLLC 1.74% Add +1.3% 3,492 $3.1M
Pointe Capital Management LLC 1.79% Add +0.3% 3,451 $3.1M
Aft, Forsyth & Company, Inc. 1.51% Add +24.2% 3,447 $3.1M
Dohj, LLC 0.71% Reduce -18.8% 3,471 $3.0M
Wright Investors Service Inc. 0.80% Reduce -24.3% 3,436 $3.0M
Little House Capital LLC 0.87% Add +12.5% 3,425 $3.0M
NCP Inc. 1.73% Add +25.8% 3,423 $3.0M
Coppell Advisory Solutions LLC 0.45% Reduce -11.0% 3,426 $3.0M
Edgestream Partners, L.P. 0.13% Reduce -58.8% 3,420 $3.0M
Synergy Asset Management, LLC 0.46% Reduce -0.2% 3,418 $3.0M
Mitchell McLeod Pugh & Williams Inc. 0.63% Reduce -0.1% 3,414 $3.0M
Rockingstone Advisors LLC 1.49% Add +2.7% 3,414 $3.0M
Sfmg, LLC 0.25% Add +0.1% 3,410 $3.0M
Premier Path Wealth Partners, LLC 0.48% Add +0.1% 3,407 $3.0M
RDA Financial Network 0.94% Add +2.4% 3,405 $3.0M
Greenline Partners, LLC 0.43% No change 3,402 $3.0M
Fort Point Capital Partners LLC 0.38% Add +6.0% 3,399 $3.0M
Nicholas Wealth, LLC. 1.88% Add +6.0% 3,388 $3.0M
MMBG Investment Advisors Co. 0.31% Reduce -3.1% 3,385 $3.0M
LGT Fund Management Co Ltd. 0.31% Reduce -10.5% 3,409 $3.0M
Everhart Financial Group, Inc. 0.66% Add +13.4% 3,376 $3.0M
Am Investment Strategies LLC 0.73% Reduce -0.4% 3,373 $3.0M
Simon Quick Advisors, LLC 0.19% Add +23.0% 3,370 $3.0M
Hudson Canyon Capital Management 1.92% Reduce -3.3% 3,353 $3.0M
Terra Nova Asset Management LLC 2.21% Add +2.3% 3,351 $3.0M
Fairbanks Capital Management, Inc. 1.86% Add +5.5% 3,348 $3.0M
Aire Advisors, LLC 0.65% Reduce -0.4% 3,335 $3.0M
BCM Advisors, LLC 0.68% Add +0.1% 3,335 $3.0M
Brown, Lisle/Cummings, Inc. 0.90% Add +0.9% 3,323 $2.9M
Armstrong, Fleming & Moore, Inc 1.71% Add +0.0% 3,304 $2.9M
HM Payson & Co. 0.05% Add +5.5% 3,303 $2.9M
Walkner Condon Financial Advisors LLC 0.60% Reduce -0.2% 3,302 $2.9M
Hilltop National Bank 0.89% Add +2.0% 3,298 $2.9M
Fortitude Advisory Group L.L.C. 1.84% Add +4.3% 3,296 $2.9M
Ostrum Asset Management 0.24% Reduce -29.0% 3,287 $2.9M
Insight Advisors, LLC/ PA 0.51% Add +8.2% 3,277 $2.9M
Shepherd Financial Partners LLC 0.35% Add +0.7% 3,276 $2.9M
Capital Advisors Inc. 0.06% Add +4.6% 3,268 $2.9M
Hendley & Co. Inc. 1.01% No change 3,258 $2.9M
Westhampton Capital, LLC 1.47% Reduce -0.1% 3,256 $2.9M
Sweet Financial Partners, LLC 0.62% Add +5.6% 3,255 $2.9M
Axq Capital, LP 0.87% New 3,254 $2.9M
B & T Capital Management DBA Alpha Capital Management 0.54% No change 3,246 $2.9M
Graypoint LLC 0.18% Add +7.1% 3,243 $2.9M
Strategic Investment Solutions, Inc. 0.86% Reduce -3.5% 3,241 $2.9M
Nvwm, LLC 0.73% Add +0.9% 3,228 $2.9M
Tilia Fiduciary Partners, Inc. 1.97% Add +0.1% 3,215 $2.8M
High Net Worth Advisory Group LLC 0.79% Add +0.3% 3,208 $2.8M
Beach Investment Counsel Inc. 0.35% Reduce -3.2% 3,205 $2.8M
Winch Advisory Services, LLC 0.79% Add +5.6% 3,204 $2.8M
Nadler Financial Group, Inc. 0.31% Add +0.3% 3,193 $2.8M
ZWJ Investment Counsel Inc. 0.12% Reduce -1.8% 3,190 $2.8M
Harvest Investment Services, LLC 0.90% Reduce -29.0% 3,182 $2.8M
Fortis Capital Advisors, LLC 0.94% Reduce -27.3% 3,177 $2.8M
Manchester Capital Management LLC 0.33% Reduce -2.7% 3,168 $2.8M
Capital Market Strategies LLC 1.70% Add +3.3% 3,168 $2.8M
Sweeney & Michel, LLC 1.11% Add +11.7% 3,152 $2.8M
Klingman & Associates, LLC 0.17% Add +181.7% 3,158 $2.8M
First Dallas Securities Inc. 1.17% Reduce -4.1% 3,153 $2.8M
GenTrust, LLC 0.14% Add +5.7% 3,153 $2.8M
Prosperity Financial Group, Inc. 1.57% Add +6.1% 3,149 $2.8M
Strategic Financial Services, Inc. 0.17% Reduce -0.2% 3,148 $2.8M
Argent Capital Management LLC 0.08% No change 3,145 $2.8M
Lanark Financial, Inc. 0.23% Add +3.1% 3,145 $2.8M
Jacobi Capital Management LLC 0.21% Add +2.5% 3,139 $2.8M
Nicolet Advisory Services, LLC 0.26% Add +11.7% 3,172 $2.8M
Brooklyn Investment Group 0.91% Add +4.5% 3,133 $2.8M
Heritage Wealth Advisors 0.13% Add +8.1% 3,126 $2.8M
JFS Wealth Advisors, LLC 0.19% Add +86.8% 3,123 $2.8M
Bordeaux Wealth Advisors LLC 0.50% Add +12.4% 3,121 $2.8M
Transcend Capital Advisors, LLC 0.19% Reduce -12.6% 3,117 $2.8M
Beacon Investment Advisory Services, Inc. 0.11% Reduce -3.0% 3,117 $2.8M
Mainsail Financial Group, LLC 1.64% Reduce -24.4% 3,038 $2.8M
FSM Wealth Advisors, LLC 0.73% Add +3.7% 3,109 $2.8M
Leonard Rickey Investment Advisors P.L.L.C. 0.63% Reduce -10.4% 3,108 $2.8M
Pensionfund Sabic 0.86% Reduce -22.5% 3,100 $2.7M
Mairs & Power Inc. 0.03% Reduce -17.1% 3,097 $2.7M
Cantor Fitzgerald Investment Advisors L.P. 0.19% Add +66.9% 3,088 $2.7M
Crawford Investment Counsel Inc. 0.05% Add +2.8% 3,086 $2.7M
Prosperitas Financial LLC 1.47% Add +7.2% 3,084 $2.7M
Global Wealth Management Investment Advisory, Inc. 0.59% Reduce -8.8% 3,075 $2.7M
Itau Unibanco Holding S.A. 0.09% Add +84.0% 3,072 $2.7M
SRN Advisors, LLC 2.41% Reduce -3.1% 3,071 $2.7M
D.B. Root & Company, LLC 0.90% Reduce -14.2% 3,069 $2.7M
Money Concepts Capital Corp. 0.21% Add +3.9% 3,065 $2.7M
Journey Strategic Wealth LLC 0.10% Add +36.5% 3,052 $2.7M
Patrick Mauro Investment Advisor, INC. 1.42% Reduce -2.7% 3,044 $2.7M
Camarda Financial Advisors, LLC 1.01% Reduce -1.6% 3,040 $2.7M
CHB Investment Group, LLC 1.43% — 3,039 $2.7M
Truvestments Capital LLC 0.72% Add +163.4% 3,035 $2.7M
Waldron Private Wealth LLC 0.11% Add +1.8% 3,033 $2.7M
Graves Light Lenhart Wealth, Inc. 0.33% Add +0.5% 3,030 $2.7M
New Millennium Group LLC 1.74% Add +67.5% 3,028 $2.7M
Ballast, Inc. 0.76% Reduce -0.9% 3,027 $2.7M
Schaper Benz & Wise Investment Counsel Inc. 0.21% Add +0.2% 3,024 $2.7M
Naviter Wealth, LLC 0.37% Reduce -6.5% 3,023 $2.7M
Aviso Wealth Management 1.45% Add +3.9% 3,019 $2.7M
Mark Sheptoff Financial Planning, LLC 1.42% Reduce -3.9% 3,016 $2.7M
Wealth Management Partners, LLC 1.24% Reduce -0.2% 3,011 $2.7M
Secured Retirement Advisors, LLC 1.92% Add +4.3% 3,007 $2.7M
Maven Securities LTD 0.30% Reduce -51.4% 3,002 $2.7M
Supplemental Annuity Collective Trust of NJ 0.79% No change 3,000 $2.7M
Waycross Partners, LLC 0.37% No change 3,000 $2.7M
Advisory Alpha, LLC 0.09% Add +7.5% 2,991 $2.7M
Cornell Pochily Investment Advisors, Inc. 0.92% Add +0.7% 2,985 $2.6M
West Branch Capital LLC 0.91% Add +16.8% 2,984 $2.6M
Olde Wealth Management, LLC 0.95% Add +2.4% 2,976 $2.6M
Plancorp, LLC 0.11% Add +1.5% 2,969 $2.6M
Chemistry Wealth Management LLC 0.63% Reduce -0.8% 2,967 $2.6M
Tiemann Investment Advisors, LLC 1.13% Reduce -5.1% 2,961 $2.6M
Roman Butler Fullerton & Co. 0.79% Add +3.2% 2,930 $2.6M
Bridge Creek Capital Management LLC 0.79% Reduce -2.0% 2,956 $2.6M
SS&H Financial Advisors, Inc. 0.95% Add +1.5% 2,951 $2.6M
RNC Capital Management LLC 0.14% No change 3,073 $2.6M
Norris Financial Group, LLC 1.28% Reduce -0.8% 2,932 $2.6M
Verus Capital Partners, LLC 0.25% Add +4.7% 2,930 $2.6M
Vise Technologies, Inc. 0.33% Add +36.8% 2,923 $2.6M
Capital Planning LLC 0.73% Reduce -1.9% 2,919 $2.6M
Ausdal Financial Partners, Inc. 0.27% Add +11.3% 2,914 $2.6M
WT Wealth Management 0.83% Reduce -22.3% 2,902 $2.6M
Norden Group LLC 0.30% Add +12.6% 2,909 $2.6M
Commonwealth Financial Services, LLC 0.51% Add +0.4% 2,938 $2.6M
Southeast Asset Advisors, LLC 0.28% No change 2,906 $2.6M
Washburn Capital Management, Inc. 1.84% Reduce -3.5% 2,895 $2.6M
CNB Bank 1.19% Reduce -5.8% 2,894 $2.6M
Independent Investors Inc. 0.52% No change 2,890 $2.6M
Oxbow Advisors, LLC 0.26% Add +7.4% 2,889 $2.6M
FWL Investment Management, LLC 0.98% Add +360.2% 2,876 $2.5M
Ted Buchan & Co 1.21% Reduce -8.8% 2,872 $2.5M
Logan Capital Management Inc. 0.10% Reduce -2.1% 2,858 $2.5M
Centiva Capital, LP 0.11% Add +2540.7% 2,852 $2.5M
Sustainable Insight Capital Management, LLC 1.14% Add +35.5% 2,844 $2.5M
Financial Engines Advisors L.L.C. 0.01% Add +116.3% 2,840 $2.5M
Bank of Marin 2.03% Reduce -0.4% 2,839 $2.5M
Financial Insights, Inc. 0.82% Reduce -37.5% 2,838 $2.5M
Trust Point Inc. 0.19% Add +2.5% 2,835 $2.5M
Arlington Trust Co LLC 0.55% Add +0.2% 2,834 $2.5M
FCG Investment Co 1.64% Add +2.1% 2,827 $2.5M
Peregrine Asset Advisers, Inc. 0.86% Add +8.1% 2,824 $2.5M
Gladius Capital Management LP 1.50% Add +61.4% 2,819 $2.5M
Emprise Bank 1.44% Reduce -3.3% 2,814 $2.5M
Grove Bank & Trust 0.37% Reduce -2.2% 2,812 $2.5M
Commons Capital, LLC 2.75% Add +2.3% 2,812 $2.5M
Moneco Advisors, LLC 0.31% Add +5.9% 2,808 $2.5M
Clare Market Investments LLC 0.65% Reduce -6.5% 2,804 $2.5M
Infusive Asset Management Inc. 1.05% New 2,804 $2.5M
Leo Wealth, LLC 0.23% Reduce -16.4% 2,800 $2.5M
Castleark Management LLC 0.10% No change 2,800 $2.5M
Curran Financial Partners, LLC 0.70% Add +1.4% 2,795 $2.5M
Compass Wealth Management LLC 0.58% Reduce -2.4% 2,792 $2.5M
Advisor OS, LLC 0.25% Add +5.9% 2,787 $2.5M
Whitener Capital Management, Inc. 0.70% Reduce -13.9% 2,785 $2.5M
Clear Harbor Asset Management, LLC 0.20% No change 2,782 $2.5M
Claro Advisors Inc. 0.32% Add +21.7% 2,777 $2.5M
Visionary Wealth Advisors 0.15% Add +0.1% 2,777 $2.5M
Aft, Forsyth & Sober, LLC 0.81% No change 2,775 $2.5M
Traynor Capital Management, Inc. 0.20% Add +17.0% 2,772 $2.5M
Northwest Bank & Trust Co 1.87% Reduce -0.4% 2,770 $2.5M
Criterion Capital Advisors, LLC 1.54% No change 2,887 $2.5M
Johnson Financial Group, Inc. 0.11% Reduce -21.1% 2,767 $2.5M
Callan Capital, LLC 0.17% Add +24.7% 2,765 $2.5M
Midland Wealth Advisors, LLC 0.14% Reduce -6.1% 2,765 $2.5M
Perissos Private Wealth Management, LLC 1.97% Add +5.9% 2,765 $2.5M
Wilkins Investment Counsel Inc. 0.34% No change 2,758 $2.4M
Tradition Wealth Management, LLC 0.22% Add +3.5% 2,758 $2.4M
Massachusetts Wealth Management 1.54% Reduce -1.4% 2,757 $2.4M
Aaron Wealth Advisors LLC 0.29% Add +15.0% 2,753 $2.4M
Soltis Investment Advisors LLC 0.24% Add +11.9% 2,748 $2.4M
TD Private Client Wealth LLC 0.07% Reduce -14.1% 2,748 $2.4M
Paragon Financial Partners, Inc. 1.78% No change 2,746 $2.4M
Novare Capital Management LLC 0.21% Reduce -6.8% 2,743 $2.4M
Mitchell & Pahl Private Wealth, LLC 1.13% Add +1.3% 2,736 $2.4M
Strong Tower Advisory Services 0.68% Add +12.3% 2,734 $2.4M
Grandview Asset Management LLC 1.39% Add +2.3% 2,733 $2.4M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.67% Reduce -2.6% 2,729 $2.4M
Delta Financial Group, Inc. 0.90% Reduce -0.6% 2,728 $2.4M
Agate Pass Investment Management, LLC 1.21% Reduce -1.6% 2,725 $2.4M
Global Trust Asset Management, LLC 0.90% Add +4.3% 2,725 $2.4M
SC&H Financial Advisors, Inc. 0.53% No change 2,723 $2.4M
Curi Capital, LLC 0.05% Add +47.9% 2,721 $2.4M
Northwest Quadrant Wealth Management, LLC 0.55% Add +2.6% 2,707 $2.4M
Inspire Trust Co, N.A. 0.66% Add +12.8% 2,700 $2.4M
Alberta Investment Management Corp 0.02% Add +107.7% 2,700 $2.4M
Cim Investment Management Inc. 0.71% Reduce -2.7% 2,696 $2.4M
Madison Park Capital Advisors, LLC 1.79% Reduce -9.4% 2,689 $2.4M
Sky Investment Group LLC 0.44% Reduce -5.3% 2,685 $2.4M
Capital Investment Advisory Services, LLC 0.23% Add +4.2% 2,683 $2.4M
Cutler Investment Counsel LLC 0.30% Add +0.0% 2,682 $2.4M
Wellspring Financial Advisors, LLC 0.28% Add +11.2% 2,679 $2.4M
Viewpoint Capital Management LLC 1.32% Reduce -0.4% 2,673 $2.4M
AlTi Global, Inc. 0.06% Add +35.9% 2,666 $2.4M
Sage Mountain Advisors LLC 0.20% Add +0.9% 2,666 $2.4M
Wellington Wealth Strategies, LLC. 1.79% New 2,700 $2.4M
Farmers & Merchants Trust Co of Chambersburg PA 0.91% Add +22.4% 2,662 $2.4M
Legacy Bridge, LLC 1.27% Add +0.5% 2,659 $2.4M
Ontario Teachers Pension Plan Board 0.02% Reduce -46.4% 2,657 $2.4M
Carmichael Hill & Associates, Inc. 0.87% Reduce -0.3% 2,656 $2.4M
Fort Sheridan Advisors LLC 0.36% Reduce -0.1% 2,651 $2.3M
Accredited Investors Inc. 0.13% Reduce -11.2% 2,650 $2.3M
NORTHSTAR ASSET MANAGEMENT Co 0.54% Add +0.2% 2,650 $2.3M
Vigilare Wealth Management 0.95% Add +1.9% 2,649 $2.3M
Forza Wealth Management, LLC 1.08% Add +0.4% 2,649 $2.3M
Investment Advisory Services Inc. /TX 0.83% Add +0.0% 2,642 $2.3M
My Legacy Advisors, LLC 0.92% Reduce -17.6% 2,640 $2.3M
Vista Capital Partners, Inc. 0.27% Add +2.8% 2,638 $2.3M
Eastover Investment Advisors LLC 1.09% Reduce -9.8% 2,628 $2.3M
Convergence Financial, LLC 0.49% Add +25.5% 2,624 $2.3M
Prestige Wealth Management Group LLC 0.48% Add +0.6% 2,623 $2.3M
Patrick M Sweeney & Associates, Inc. 1.71% Add +1.9% 2,620 $2.3M
Apella Capital, LLC 0.10% Add +11.1% 2,633 $2.3M
PDS Planning, Inc 0.21% Add +1.6% 2,608 $2.3M
Vivid Wealth Management, LLC 1.20% Add +7.7% 2,600 $2.3M
Valmark Advisers, Inc. 0.04% Add +10.6% 2,599 $2.3M
Core Wealth Partners LLC 1.40% Reduce -8.6% 2,599 $2.3M
WMS Partners, LLC 0.13% Reduce -8.7% 2,596 $2.3M
First United Bank & Trust 0.83% Reduce -4.5% 2,591 $2.3M
AlphaStar Capital Management, LLC 0.18% Add +18.3% 2,583 $2.3M
Tufton Capital Management 0.43% Add +1.4% 2,577 $2.3M
Forte Capital LLC 0.26% Reduce -4.1% 2,567 $2.3M
NovaPoint Capital, LLC 0.71% Reduce -5.4% 2,566 $2.3M
Marion Wealth Management 0.60% Add +3.1% 2,549 $2.3M
Integral Investment Advisors, Inc. 0.61% Add +0.8% 2,542 $2.3M
Union Savings Bank 1.10% Add +0.6% 2,540 $2.3M
Retirement Guys Formula LLC 1.05% Add +4.8% 2,539 $2.3M
Connective Capital Management, LLC 2.09% New 2,571 $2.2M
ARS Wealth Advisors Group, LLC 0.28% Reduce -1.1% 2,528 $2.2M
Nvest Financial, LLC 1.28% Add +9.2% 2,527 $2.2M
Quadrant Private Wealth Management, LLC 0.55% Reduce -7.2% 2,524 $2.2M
Mattson Financial Services, LLC 0.80% Reduce -0.6% 2,631 $2.2M
Keebeck Wealth Management 0.32% Reduce -2.8% 2,517 $2.2M
Naples Global Advisors, LLC 0.21% Add +0.4% 2,508 $2.2M
Mathes Company, Inc. 0.79% Reduce -1.3% 2,504 $2.2M
S&co Inc. 0.14% Reduce -4.0% 2,500 $2.2M
Redhawk Wealth Advisors, Inc. 0.32% Reduce -13.5% 2,488 $2.2M
Scott & Selber, Inc. 0.68% Reduce -0.5% 2,482 $2.2M
Rinkey Investments 0.71% Reduce -0.4% 2,480 $2.2M
Ellis Investment Partners, LLC 0.43% Add +0.0% 2,478 $2.2M
Obermeyer Wealth Partners 0.12% Add +0.6% 2,475 $2.2M
Matrix Trust Co 0.41% Reduce -21.3% 2,463 $2.2M
Paragon Advisors, LLC 0.71% Reduce -0.2% 2,462 $2.2M
Wealth Group, Ltd. 1.46% Add +4.1% 2,460 $2.2M
Precision Wealth Strategies, LLC 2.01% Add +15.0% 2,450 $2.2M
Colonial River Investments, LLC 1.08% Reduce -17.9% 2,448 $2.2M
Ameliora Wealth Management Ltd. 0.90% Reduce -0.1% 2,438 $2.2M
Linden Thomas Advisory Services, LLC 0.30% Add +14.1% 2,438 $2.2M
Seven Eight Capital, LP 0.19% Add +176.9% 2,437 $2.2M
Quent Capital, LLC 0.22% Add +1.5% 2,427 $2.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.18% Add +62.8% 2,417 $2.1M
Dudley Capital Management, LLC 1.12% Add +14.6% 2,410 $2.1M
Optas, LLC 0.49% Add +2.0% 2,409 $2.1M
Walter & Keenan Wealth Management LLC /in/ 0.65% Add +0.2% 2,401 $2.1M
Lynch Asset Management, Inc. 0.89% Reduce -4.0% 2,400 $2.1M
Caldwell Investment Management Ltd. 1.49% No change 2,400 $2.1M
Apriem Advisors 0.25% Reduce -0.0% 2,393 $2.1M
Circle Wealth Management, LLC 0.05% Reduce -2.0% 2,392 $2.1M
Moseley Investment Management Inc. 0.85% Reduce -4.2% 2,390 $2.1M
Passumpsic Savings Bank 1.39% Reduce -0.8% 2,387 $2.1M
Silver Oak Securities, Incorporated 0.22% Add +8.2% 2,388 $2.1M
Forbes J M & Co. LLP 0.21% Add +3.2% 2,383 $2.1M
Bison Wealth, LLC 0.34% Reduce -49.0% 2,380 $2.1M
National Philanthropic Trust 0.04% Add +4.8% 2,379 $2.1M
Catalina Capital Group, LLC 0.72% Add +14.7% 2,378 $2.1M
Investors Asset Management of Georgia Inc. /Ga/ 0.99% Reduce -1.0% 2,370 $2.1M
Inscription Capital, LLC 0.31% Add +19.3% 2,368 $2.1M
CKW Financial Group 0.25% No change 2,390 $2.1M
AAFMAA Wealth Management & Trust LLC 0.92% Add +11.6% 2,358 $2.1M
Letson Investment Management, Inc. 0.82% No change 2,356 $2.1M
Davies Financial Advisors, Inc. 1.82% Reduce -4.8% 2,354 $2.1M
Silvia McColl Wealth Management, LLC 1.56% Reduce -20.3% 2,353 $2.1M
Radnor Capital Management, LLC 0.31% Add +63.1% 2,352 $2.1M
Baker Boyer National Bank 0.70% Add +1.2% 2,350 $2.1M
BKM Wealth Management, LLC 0.84% Add +17.9% 2,342 $2.1M
Bell Bank 0.24% Add +0.9% 2,332 $2.1M
Western Financial Corp 1.17% Add +63.4% 2,329 $2.1M
OV Management LLC 1.37% Add +9.4% 2,329 $2.1M
Taylor Frigon Capital Management LLC 1.03% Reduce -3.0% 2,329 $2.1M
Financial Partners Group, Inc 0.31% Add +4.5% 2,327 $2.1M
Ledyard National Bank 0.19% Reduce -1.4% 2,319 $2.1M
Retirement Solution LLC 0.50% Add +406.8% 2,316 $2.1M
Cornerstone Advisory, LLC 0.27% Add +6.4% 2,316 $2.1M
USA Financial Formulas 0.32% Reduce -2.6% 2,315 $2.1M
ORG Partners LLC 0.33% Reduce -0.6% 2,307 $2.1M
Mitchell Sinkler & Starr 0.51% Add +3.3% 2,652 $2.0M
VeraBank, N.A. 0.60% Reduce -0.9% 2,302 $2.0M
EPG Wealth Management LLC 0.51% Add +0.0% 2,301 $2.0M
Old North State Trust, LLC 1.66% Add +1.1% 2,299 $2.0M
Cladis Investment Advisory, LLC 1.41% Reduce -0.5% 2,294 $2.0M
Draper Asset Management, LLC 1.47% Add +23.6% 2,293 $2.0M
Main Street Financial Solutions, LLC 0.19% Reduce -35.5% 2,280 $2.0M
Alpha Family Trust 1.13% No change 2,275 $2.0M
McDonald Partners LLC 0.50% Reduce -0.9% 2,273 $2.0M
One Degree Advisors Inc 0.85% Reduce -2.6% 2,275 $2.0M
Valley National Advisers Inc. 0.36% Add +312.9% 2,271 $2.0M
MKT Advisors LLC 0.94% No change 2,288 $2.0M
Zullo Investment Group, Inc. 0.83% Add +1.2% 2,264 $2.0M
Simplex Trading, LLC 0.07% New 2,260 $2.0M
Searle & Co. 0.50% No change 2,255 $2.0M
Silverlake Wealth Management LLC 0.77% Add +27.2% 2,253 $2.0M
Redwood Investments, LLC 0.59% Reduce -5.7% 2,249 $2.0M
Summit Place Financial Advisors, LLC 1.11% Reduce -5.2% 2,248 $2.0M
Exchange Capital Management, Inc. 0.32% Add +0.9% 2,243 $2.0M
Legato Capital Management LLC 0.25% No change 2,243 $2.0M
Zimmermann Investment Management & Planning LLC 0.61% Add +3.5% 2,240 $2.0M
SeaBridge Investment Advisors LLC 0.49% No change 2,239 $2.0M
City State Bank 0.72% Reduce -2.1% 2,238 $2.0M
Pinnacle Wealth Planning Services, Inc. 0.27% Add +0.3% 2,237 $2.0M
Solstein Capital, LLC 1.05% No change 2,236 $2.0M
Keudell/Morrison Wealth Management 0.54% Reduce -0.1% 2,234 $2.0M
Fulton Breakefield Broenniman LLC 0.14% Reduce -4.9% 2,229 $2.0M
RiverPark Advisors, LLC 1.61% Add +10.9% 2,227 $2.0M
Legacy Capital Group California, Inc. 0.65% Reduce -0.3% 2,219 $2.0M
Market Street Wealth Management Advisors LLC 0.32% Add +1.0% 2,219 $2.0M
Stokes Family Office, LLC 0.21% No change 2,216 $2.0M
O'Dell Group, LLC 0.43% Reduce -0.3% 2,205 $2.0M
TrinityPoint Wealth, LLC 0.28% Reduce -14.1% 2,201 $2.0M
United Asset Strategies, Inc. 0.18% Add +1.6% 2,201 $2.0M
Wulff, Hansen & Co. 1.77% Add +26.8% 2,200 $2.0M
Louisbourg Investments Inc. 0.49% Reduce -0.4% 2,200 $2.0M
River Street Advisors LLC 1.06% Add +4.8% 2,186 $1.9M
Woodard & Co. Asset Management Group Inc. 0.43% Add +7.5% 2,183 $1.9M
Delta Asset Management LLC 0.17% Reduce -0.1% 2,182 $1.9M
Intrepid Financial Planning Group LLC 0.83% Reduce -6.4% 2,179 $1.9M
Avalon Trust Co 0.14% Reduce -2.3% 2,166 $1.9M
Mainstream Capital Management LLC 1.63% — 2,161 $1.9M
Shikiar Asset Management Inc. 0.55% No change 2,160 $1.9M
Watts Gwilliam & Co., LLC 0.42% — 2,150 $1.9M
Signature Estate & Investment Advisors LLC 0.04% Reduce -4.5% 2,153 $1.9M
Atlas Private Wealth Advisors 0.28% Add +0.1% 2,148 $1.9M
Fortem Financial Group, LLC 0.77% Add +1.7% 2,142 $1.9M
Abacus Planning Group, Inc. 0.34% Add +3.8% 2,139 $1.9M
Valley Brook Capital Group, Inc. 1.36% Add +6.1% 2,134 $1.9M
Leavell Investment Management, Inc. 0.09% Reduce -0.2% 2,134 $1.9M
Wellington Shields Capital Management, LLC 0.33% No change 2,132 $1.9M
FUKOKU MUTUAL LIFE INSURANCE Co 0.14% Reduce -5.0% 2,132 $1.9M
Moloney Securities Asset Management, LLC 0.25% Add +13.3% 2,130 $1.9M
Arbor Capital Management Inc. 1.78% Reduce -18.6% 2,142 $1.9M
Guardian Financial Partners, LLC 1.18% Reduce -3.1% 2,124 $1.9M
Mizuho Markets Americas LLC 0.05% Reduce -30.4% 2,123 $1.9M
United Advisor Group, LLC 0.43% Add +42.2% 2,122 $1.9M
Marble Harbor Investment Counsel, LLC 0.21% Add +5.2% 2,120 $1.9M
Icon Wealth Advisors, LLC 0.16% Add +2.7% 2,113 $1.9M
Fielder Capital Group LLC 0.62% Add +31.2% 2,111 $1.9M
Fortitude Family Office, LLC 0.74% Add +95.0% 2,110 $1.9M
Ballast Advisors LLC 0.58% Reduce -0.9% 2,110 $1.9M
Iowa State Bank 0.38% Add +8.0% 2,110 $1.9M
Cidel Asset Management Inc. 0.13% Reduce -6.0% 2,108 $1.9M
Independence Bank of Kentucky 0.40% Add +39.8% 2,103 $1.9M
Lester Murray Antman dba SimplyRich 0.52% Add +11.8% 2,099 $1.9M
Parkside Financial Bank & Trust 0.26% Add +3.5% 2,098 $1.9M
Waterloo Capital, L.P. 0.20% Add +42.4% 2,097 $1.9M
First Heartland Consultants, Inc. 0.20% Add +3.6% 2,094 $1.9M
Catalyst Financial Partners LLC 0.36% Add +4.2% 2,091 $1.9M
360 Financial, Inc. 0.68% Add +9.0% 2,090 $1.9M
Guardian Wealth Advisors, LLC / NC 0.20% Reduce -0.9% 2,080 $1.8M
United Community Bank 0.72% Reduce -10.8% 2,076 $1.8M
Evermay Wealth Management LLC 0.30% Reduce -0.6% 2,075 $1.8M
Quotient Wealth Partners, LLC 0.06% Reduce -8.6% 2,074 $1.8M
Burke & Herbert Bank & Trust Co. 0.43% Reduce -0.1% 2,074 $1.8M
Keel Point, LLC 0.15% Add +7.6% 2,072 $1.8M
First Trust Investment Solutions L.P. 0.21% Add +146.1% 2,062 $1.8M
LVW Advisors, LLC 0.23% Add +12.2% 2,058 $1.8M
Orange Investment Advisors, Inc. 0.20% Reduce -12.6% 2,056 $1.8M
MIdWestOne Financial Group, Inc. 0.25% Reduce -3.2% 2,055 $1.8M
Altman Advisors, Inc. 0.81% Reduce -48.4% 2,050 $1.8M
Scientech Research LLC 0.36% Add +112.2% 2,048 $1.8M
Spectrum Asset Management, Inc. (NB/CA) 0.77% Add +5.3% 2,047 $1.8M
Lederer & Associates Investment Counsel 1.28% Reduce -12.8% 2,047 $1.8M
Unionview, LLC 1.41% Reduce -0.3% 2,044 $1.8M
Smithfield Trust Co 0.09% Reduce -0.6% 2,041 $1.8M
Wealth Advisors of Iowa, LLC 0.92% Reduce -2.6% 2,043 $1.8M
ERn Financial, LLC 0.28% Reduce -2.3% 2,040 $1.8M
Proficio Capital Partners LLC 0.18% Reduce -21.9% 2,032 $1.8M
Western Pacific Wealth Management, LP 1.19% Add +2.9% 2,024 $1.8M
Herold Advisors, Inc. 0.39% Reduce -4.1% 2,024 $1.8M
Sterling Investment Counsel, LLC 0.64% Add +12.0% 2,023 $1.8M
DRW Securities, LLC 0.10% Add +2.0% 2,021 $1.8M
Investment Partners, LTD. 0.74% Add +0.3% 2,015 $1.8M
Orrstown Financial Services Inc. 0.53% Add +123.8% 2,010 $1.8M
Vest Financial, LLC 0.03% Add +157.9% 2,009 $1.8M
Ables, Iannone, Moore & Associates, Inc. 1.15% Reduce -0.1% 2,008 $1.8M
Northside Capital Management, LLC 0.28% Reduce -4.3% 2,008 $1.8M
West Family Investments, Inc. 0.60% Add +7.2% 2,002 $1.8M
Falcon Wealth Planning 0.21% Add +2.6% 2,001 $1.8M
Central Pacific Bank - Trust Division 0.23% Reduce -0.5% 2,000 $1.8M
Quintet Private Bank (Europe) S.A. 0.10% Add +14.4% 2,000 $1.8M
Pinnacle West Asset Management, Inc. 1.27% No change 2,000 $1.8M
Fiduciary Family Office, LLC 0.58% Reduce -26.4% 1,998 $1.8M
Allegheny Financial Group 0.44% Reduce -0.1% 1,995 $1.8M
General Partner, Inc. 1.10% Reduce -10.2% 1,992 $1.8M
Wealth Quarterback LLC 0.92% Add +0.3% 1,989 $1.8M
Abacus Wealth Partners, LLC 0.26% Add +1.0% 1,983 $1.8M
Aspiriant, LLC 0.07% Reduce -6.1% 1,982 $1.8M
Marshall Wace, LLP 0.00% Reduce -99.7% 1,978 $1.8M
Centennial Bank 0.80% No change 1,977 $1.8M
Pullen Investment Management, LLC 1.28% Add +0.5% 1,975 $1.8M
St. Clair Advisors, LLC 0.50% No change 1,975 $1.8M
Fermata Advisors, LLC 0.35% Add +0.6% 1,968 $1.7M
Sonoma Private Wealth LLC 2.72% Reduce -4.6% 1,967 $1.7M
Seamount Financial Group Inc. 1.31% Add +29.4% 1,963 $1.7M
Kirtland Hills Capital Management, LLC 0.96% Reduce -0.4% 1,960 $1.7M
First American Trust, FSB 0.17% Add +16.8% 1,958 $1.7M
Invera Wealth Advisors, LLC 1.72% Reduce -4.2% 1,895 $1.7M
WESPAC Advisors, LLC 1.28% Add +0.3% 1,953 $1.7M
Birmingham Capital Management Co. Inc. 0.63% No change 1,950 $1.7M
Orion Capital Management LLC 0.84% No change 1,946 $1.7M
Ullmann Wealth Partners Group, LLC 0.22% Add +0.1% 1,943 $1.7M
Morningstar Investment Services LLC 0.02% Add +20.5% 1,944 $1.7M
Oakworth Capital, Inc. 0.12% Add +5.4% 1,938 $1.7M
Cross Staff Investments Inc 1.32% Add +4.6% 1,935 $1.7M
Red Wave Investments LLC 0.59% Reduce -3.6% 1,924 $1.7M
Mayflower Financial Advisors, LLC 0.26% Reduce -0.2% 1,914 $1.7M
Canopy Partners, LLC 0.73% Reduce -0.5% 1,910 $1.7M
Dogwood Wealth Management LLC 0.97% Add +21.4% 1,908 $1.7M
LM Advisors LLC 0.35% Reduce -70.2% 1,708 $1.7M
LCM Capital Management Inc 0.97% Add +1.0% 1,900 $1.7M
Hazlett, Burt & Watson, Inc. 0.77% Add +0.2% 1,903 $1.7M
Canandaigua National Bank & Trust Co. 0.16% Add +4.1% 1,898 $1.7M
Opinicus Capital, Inc. 1.35% Add +1.5% 1,898 $1.7M
Arkfeld Wealth Strategies, L.L.C. 0.81% Add +1.3% 1,897 $1.7M
Stevens Capital Management LP 0.24% Reduce -19.5% 1,889 $1.7M
Curtis Advisory Group, LLC 0.47% Reduce -1.3% 1,884 $1.7M
Petra Financial Advisors Inc. 1.10% Reduce -2.4% 1,880 $1.7M
Relyea Zuckerberg Hanson LLC 0.25% Reduce -8.8% 1,874 $1.7M
Mill Creek Capital Advisors, LLC 0.04% Reduce -29.1% 1,874 $1.7M
Vaughan David Investments LLC 0.04% Reduce -5.8% 1,870 $1.7M
Baader Bank Aktiengesellschaft 0.14% Add +41.5% 1,882 $1.7M
Lineweaver Wealth Advisors, LLC 0.32% Add +1.6% 1,859 $1.7M
Rf&l Wealth Management, LLC 1.17% No change 1,865 $1.7M
Rollins Financial Advisors, LLC 0.27% Reduce -4.6% 1,862 $1.7M
Essex Bank 0.41% Reduce -3.0% 1,861 $1.6M
Fulcrum Capital LLC 0.36% No change 1,858 $1.6M
Sandbox Financial Partners, LLC 0.58% Add +47.9% 1,852 $1.6M
Welch Group, LLC 0.07% Add +6.6% 1,850 $1.6M
Avidian Wealth Enterprises, LLC 0.07% Add +5.9% 1,847 $1.6M
Toth Financial Advisory Corp. 0.19% Reduce -2.9% 1,842 $1.6M
Laraway Financial Advisors Inc 1.30% No change 1,842 $1.6M
Caitlin John, LLC 1.05% Add +24.4% 1,747 $1.6M
Creekmur Asset Management LLC 0.38% Add +9.3% 1,838 $1.6M
Citizens National Bank Trust Department 0.34% Reduce -1.3% 1,838 $1.6M
Ashton Thomas Securities, LLC 0.32% Add +7.5% 1,838 $1.6M
Legacy Edge Advisors, LLC 0.26% Reduce -0.9% 1,835 $1.6M
DMC Group, LLC 1.31% Reduce -7.1% 1,830 $1.6M
Kennedy Investment Group, Inc. 0.75% Add +0.4% 1,830 $1.6M
Chris Bulman Inc 1.10% Add +0.8% 1,829 $1.6M
CVA Family Office, LLC 0.26% Reduce -6.5% 1,829 $1.6M
Arbor Investment Advisors, LLC 0.21% No change 1,829 $1.6M
Physician Wealth Advisors, Inc. 0.29% Reduce -0.4% 1,809 $1.6M
Cascade Financial Partners, LLC 0.20% Add +0.7% 1,810 $1.6M
Roberts Capital Advisors, LLC 1.38% No change 1,821 $1.6M
Matisse Capital 0.78% Add +37.9% 1,818 $1.6M
Richwood Investment Advisors, LLC 1.33% Reduce -3.2% 1,809 $1.6M
Philadelphia Trust Co. 0.12% Add +7.2% 1,808 $1.6M
St. Johns Investment Management Company, LLC 0.75% Reduce -3.4% 1,807 $1.6M
Alera Investment Advisors, LLC 0.19% Add +6.7% 1,807 $1.6M
Crewe Advisors LLC 0.19% Reduce -33.1% 1,805 $1.6M
Catalyst Funds Management Pty Ltd 0.35% New 1,800 $1.6M
Octavia Wealth Advisors, LLC 0.20% Add +8.7% 1,797 $1.6M
Balentine LLC 0.06% New 1,795 $1.6M
Edge Capital Group, LLC 0.07% Reduce -2.0% 1,791 $1.6M
Keating Investment Counselors Inc. 0.47% No change 1,790 $1.6M
Lee Danner & Bass Inc. 0.11% Add +14.0% 1,787 $1.6M
Paloma Partners Management Co 0.11% Add +404.5% 1,786 $1.6M
Freedom Investment Management, Inc. 0.13% Reduce -27.3% 1,782 $1.6M
Gries Financial LLC 0.30% Add +60.3% 1,779 $1.6M
Horst & Graben Wealth Management LLC 0.28% Reduce -1.8% 1,778 $1.6M
Great Waters Wealth Management 0.21% Add +1.7% 1,775 $1.6M
Pacific Capital Wealth Advisors, Inc. 0.26% Add +0.7% 1,773 $1.6M
Evoke Wealth, LLC 0.04% New 1,767 $1.6M
Chatham Capital Group, Inc. 0.26% Add +2.7% 1,766 $1.6M
Peddock Capital Advisors, LLC 0.38% Reduce -1.3% 1,762 $1.6M
Anfield Capital Management, LLC 0.59% Add +1457.5% 1,760 $1.6M
Legacy Financial Advisors, Inc. 0.26% Add +0.9% 1,755 $1.6M
Blueprint Investment Partners LLC 0.28% Reduce -3.1% 1,750 $1.6M
Deroy & Devereaux Private Investment Counsel Inc. 0.09% Reduce -0.6% 1,750 $1.6M
Lodestar Private Asset Management LLC 0.20% Add +10.9% 1,736 $1.5M
MJP Associates Inc. 0.29% Reduce -2.0% 1,734 $1.5M
BayBridge Capital Group, LLC 1.11% Add +1.1% 1,733 $1.5M
Heritage Wealth Management, Inc. 0.50% No change 1,732 $1.5M
Copperwynd Financial, LLC 0.46% Add +6.8% 1,732 $1.5M
RIA Advisory Group LLC 0.54% — 1,732 $1.5M
Sonata Capital Group Inc. 0.65% No change 1,732 $1.5M
London Co. of Virginia 0.01% No change 1,730 $1.5M
Centurion Wealth Management LLC 0.49% — 1,730 $1.5M
Ceeto Capital Group, LLC 0.57% Add +40.8% 1,727 $1.5M
Hexagon Capital Partners LLC 0.30% Add +0.2% 1,725 $1.5M
Centric Wealth Management 0.41% Reduce -1.5% 1,699 $1.5M
Olistico Wealth, LLC 0.93% Reduce -8.7% 1,722 $1.5M
9258 Wealth Management, LLC 0.23% No change 1,722 $1.5M
Shum Financial Group, Inc. 1.27% — 1,714 $1.5M
KWB Wealth 0.20% Add +0.1% 1,795 $1.5M
Meyer Handelman Co. 0.05% No change 1,713 $1.5M
Ingalls & Snyder LLC 0.06% Add +11.8% 1,709 $1.5M
Prescott Group Capital Management, L.L.C. 0.22% No change 1,708 $1.5M
Stonebridge Financial Planning Group, LLC 0.72% Add +131.9% 1,707 $1.5M
Financial Partners Group, LLC 0.57% Reduce -8.1% 1,706 $1.5M
Sovereign Financial Group, Inc. 0.35% Reduce -4.4% 1,703 $1.5M
Quadcap Wealth Management, LLC 0.24% Add +11.9% 1,704 $1.5M
Regent Peak Wealth Advisors LLC 0.35% Add +0.3% 1,703 $1.5M
MBM Wealth Consultants, LLC 0.47% Add +6.2% 1,696 $1.5M
Prentice Wealth Management LLC 0.45% Reduce -4.1% 1,695 $1.5M
Kavar Capital Partners Group, LLC 0.24% No change 1,694 $1.5M
Hara Capital LLC 0.93% Reduce -0.3% 1,689 $1.5M
FinTrust Capital Advisors, LLC 0.25% Add +43.1% 1,686 $1.5M
Baron Silver Stevens Financial Advisors, LLC 0.26% Add +4.1% 1,685 $1.5M
Grant/GrossMendelsohn, LLC 0.64% Add +2.3% 1,680 $1.5M
Beacon Capital Management, LLC 0.21% Add +2.9% 1,675 $1.5M
Northern Financial Advisors Inc 1.12% Add +0.7% 1,670 $1.5M
Drake & Associates, LLC 0.47% Add +13.4% 1,659 $1.5M
Iron Gate Global Advisors LLC 0.20% Add +1.5% 1,652 $1.5M
Tempus Wealth Planning, LLC 0.54% Add +12.3% 1,651 $1.5M
MSH Capital Advisors LLC 0.45% Reduce -2.6% 1,651 $1.5M
Brophy Wealth Management, LLC 0.52% — 1,647 $1.5M
Modus Advisors, LLC 0.48% Add +22.4% 1,646 $1.5M
Oliver Lagore Vanvalin Investment Group 0.39% Reduce -4.5% 1,644 $1.5M
Lodestone Wealth Management LLC 0.73% Add +0.2% 1,642 $1.5M
Alpine Woods Capital Investors, LLC 0.26% Reduce -11.4% 1,557 $1.5M
DT Investment Partners, LLC 0.12% Add +4.9% 1,638 $1.5M
Red Mountain Financial, LLC 1.54% Reduce -2.6% 1,633 $1.4M
Meadow Creek Wealth Advisors LLC 1.15% Reduce -3.1% 1,633 $1.4M
LBMC Investment Advisors, LLC 0.11% No change 1,631 $1.4M
Associated Banc-Corp 0.04% Reduce -4.8% 1,626 $1.4M
Financial & Tax Architects, LLC 0.37% Add +2.3% 1,623 $1.4M
CTC Alternative Strategies, Ltd. 1.79% New 1,619 $1.4M
Pioneer Trust Bank N A 0.37% No change 1,619 $1.4M
RFP Financial Group LLC 0.47% Reduce -12.4% 1,616 $1.4M
Avalon Capital Management 0.43% Add +6.0% 1,610 $1.4M
Allen Investment Management, LLC 0.02% Add +37.2% 1,608 $1.4M
International Private Wealth Advisors LLC 2.09% Add +0.4% 1,607 $1.4M
Souders Financial Advisors 0.20% Add +0.6% 1,607 $1.4M
Hutchinson Capital Management 0.27% Reduce -3.6% 1,604 $1.4M
Family Firm, Inc. 0.31% Reduce -2.1% 1,602 $1.4M
Adirondack Trust Co. 0.55% Reduce -1.1% 1,597 $1.4M
Weaver Consulting Group 0.45% Reduce -0.2% 1,596 $1.4M
GW Henssler & Associates Ltd. 0.08% Add +10.1% 1,596 $1.4M
Sander Capital Advisors Inc. 0.66% Add +0.6% 1,595 $1.4M
Skyline Advisors, Inc. 0.58% Add +0.1% 1,594 $1.4M
Cedrus LLC 0.52% Reduce -5.6% 1,593 $1.4M
Sentry Investment Management LLC 0.59% Reduce -25.2% 1,592 $1.4M
Altfest L J & Co. Inc. 0.19% Reduce -0.9% 1,592 $1.4M
Hemenway Trust Co LLC 0.11% Reduce -2.1% 1,590 $1.4M
Cardiff Park Advisors, LLC 0.13% Add +0.6% 1,588 $1.4M
KLCM Advisors, Inc. 0.17% Reduce -10.0% 1,587 $1.4M
First Command Advisory Services, Inc. 0.01% Reduce -4.0% 1,586 $1.4M
Abundance Wealth Counselors 0.29% Reduce -14.8% 1,586 $1.4M
Global Assets Advisory, LLC 0.77% New 1,600 $1.4M
Absolute Capital Management, LLC 0.83% Add +44.3% 1,582 $1.4M
Hoxton Planning & Management, LLC 0.54% Add +3.7% 1,581 $1.4M
Tortoise Investment Management, LLC 0.15% Add +0.3% 1,581 $1.4M
Bank of Hawaii 0.06% Reduce -1.3% 1,580 $1.4M
LaSalle St. Investment Advisors, LLC 0.55% Add +8.7% 1,578 $1.4M
Atwood & Palmer Inc. 0.10% Add +0.1% 1,577 $1.4M
Shira Ridge Wealth Management 0.71% Add +14.1% 1,575 $1.4M
Riverpark Capital Management LLC 2.54% Reduce -10.9% 1,574 $1.4M
Columbia Advisory Partners LLC 1.32% Add +0.2% 1,571 $1.4M
Global Strategic Investment Solutions, LLC 0.16% Reduce -0.3% 1,569 $1.4M
Consilium Wealth Advisory, LLC 0.76% Add +2.0% 1,564 $1.4M
Leeward Financial Partners, LLC 0.52% Add +49.2% 1,559 $1.4M
Elevated Capital Advisors, LLC 0.37% Add +5.4% 1,554 $1.4M
LexAurum Advisors, LLC 0.31% No change 1,553 $1.4M
Surience Private Wealth LLC 1.40% No change 1,550 $1.4M
Richard W. Paul & Associates, LLC 0.49% Reduce -16.6% 1,540 $1.4M
PAX Financial Group, LLC 0.24% Add +2.1% 1,538 $1.4M
Nabity-Jensen Investment Management Inc 1.04% Add +1.1% 1,538 $1.4M
Ewa, LLC 0.49% Add +2.8% 1,471 $1.4M
Aprio Wealth Management, LLC 0.22% Reduce -1.0% 1,525 $1.4M
San Luis Wealth Advisors LLC 0.28% New 1,525 $1.4M
Pinnacle Wealth Management, LLC 1.62% Add +61.9% 1,525 $1.4M
WJ Wealth Management, LLC 0.48% No change 1,522 $1.3M
Traphagen Investment Advisors LLC 0.14% Reduce -5.7% 1,519 $1.3M
HBC Financial Services, PLLC 0.82% Add +0.9% 1,529 $1.3M
Levin Capital Strategies, L.P. 0.13% No change 1,514 $1.3M
Stablepoint Partners, LLC 0.24% Reduce -0.7% 1,513 $1.3M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +11.4% 1,511 $1.3M
Tradewinds Capital Management, LLC 0.36% Add +0.7% 1,511 $1.3M
GTS Securities LLC 0.03% Reduce -87.6% 1,509 $1.3M
Ritter Daniher Financial Advisory LLC / DE 0.39% Add +0.1% 1,509 $1.3M
Laidlaw Wealth Management LLC 0.66% Reduce -1.8% 1,507 $1.3M
Carrera Capital Advisors 0.33% Reduce -32.2% 1,507 $1.3M
Garden State Investment Advisory Services LLC 0.43% Add +7.5% 1,498 $1.3M
Wallace Hart LLC 1.00% Reduce -8.5% 1,503 $1.3M
BIP Wealth, LLC 0.09% Add +66.4% 1,499 $1.3M
Xcel Wealth Management, LLC 0.39% Add +1.7% 1,499 $1.3M
Creative Financial Designs Inc. 0.11% Add +0.5% 1,499 $1.3M
Plante Moran Financial Advisors, LLC 0.11% Add +2.3% 1,498 $1.3M
Davis Capital Management 1.05% Add +0.7% 1,495 $1.3M
Edmond DE Rothschild Holding S.A. 0.02% Add +144.8% 1,491 $1.3M
Sompo Asset Management Co., Ltd. 0.21% Reduce -4.5% 1,490 $1.3M
1776 Wealth LLC 0.60% Reduce -4.2% 1,487 $1.3M
Nicholson Wealth Management Group, LLC 1.08% — 1,486 $1.3M
Continental Investors Services, Inc. 2.71% Add +0.1% 1,501 $1.3M
Notis-McConarty Edward 0.59% Reduce -42.9% 1,483 $1.3M
Steigerwald, Gordon & Koch Inc. 0.14% Add +1.0% 1,480 $1.3M
1834 Investment Advisors Co. 0.15% Reduce -10.8% 1,477 $1.3M
ORBA Wealth Advisors, L.L.C. 0.66% Reduce -0.5% 1,475 $1.3M
Paulson Wealth Management Inc. 0.35% No change 1,470 $1.3M
Blake Schutter Theil Wealth Advisors, LLC 0.93% — 1,465 $1.3M
First National Bank & Trust Co. of Newtown 0.25% Add +44.3% 1,465 $1.3M
Ethos Financial Group, LLC 0.22% Reduce -7.1% 1,464 $1.3M
Cardinal Strategic Wealth Guidance 0.42% No change 1,463 $1.3M
HBW Advisory Services LLC 0.19% Add +129.9% 1,460 $1.3M
CRA Financial Services, LLC 0.24% Add +3.8% 1,455 $1.3M
Signet Investment Advisory Group, Inc. 0.65% Reduce -1.0% 1,455 $1.3M
Laurel Wealth Advisors LLC 0.21% Add +7.7% 1,449 $1.3M
Verde Capital Management 0.38% Add +246.8% 1,446 $1.3M
Heritage Financial Services, LLC 0.17% No change 1,445 $1.3M
West Bancorporation Inc. 0.85% Add +0.8% 1,445 $1.3M
Buckhead Capital Management LLC 0.41% Reduce -3.9% 1,445 $1.3M
Burton Enright Welch 0.27% No change 1,443 $1.3M
Montag & Caldwell, LLC 0.26% No change 1,443 $1.3M
LifeSteps Financial, Inc. 1.00% No change 1,443 $1.3M
Bluespring Wealth Management, LLC 0.13% Reduce -2.6% 1,442 $1.3M
Greatmark Investment Partners, Inc. 0.17% No change 1,442 $1.3M
Five Oceans Advisors 0.61% Add +0.8% 1,441 $1.3M
D'Orazio & Associates, Inc. 0.18% Add +0.1% 1,440 $1.3M
Wrapmanager Inc. 0.33% Add +18.1% 1,436 $1.3M
Simplicity Wealth,LLC 0.12% Reduce -87.4% 1,436 $1.3M
Winthrop Capital Management, LLC 0.61% Reduce -6.8% 1,436 $1.3M
Veracity Capital LLC 0.49% Add +8.0% 1,435 $1.3M
WestHill Financial Advisors, Inc. 0.29% Add +328.4% 1,435 $1.3M
Excalibur Management Corp. 0.48% No change 1,432 $1.3M
Waypoint Wealth Partners Inc. 0.34% Add +0.6% 1,430 $1.3M
Bender Robert & Associates 0.27% — 1,428 $1.3M
Sentry LLC 0.24% No change 1,428 $1.3M
Gould Asset Management LLC 0.27% Reduce -12.8% 1,427 $1.3M
FNY Investment Advisers, LLC 0.61% New 1,425 $1.3M
MBL Wealth, LLC 0.14% Reduce -1.5% 1,419 $1.3M
JBR Co Financial Management Inc 0.82% No change 1,419 $1.3M
Gratus Wealth Advisors, LLC 0.20% Add +8.9% 1,433 $1.3M
Wealth Alliance Advisory Group, LLC 0.26% Add +6.3% 1,408 $1.2M
MorganRosel Wealth Management, LLC 0.41% Add +12.2% 1,408 $1.2M
Bridge Advisory, LLC 0.59% Reduce -0.3% 1,407 $1.2M
Robinswood Financial LLC 0.46% Reduce -7.7% 1,405 $1.2M
Canvas Wealth Advisors, LLC 0.34% Add +36.5% 1,405 $1.2M
Hikari Tsushin, Inc. 0.09% No change 1,400 $1.2M
Empirical Asset Management, LLC 0.44% Reduce -0.1% 17,285 $1.2M
Peoples Bank 0.63% Reduce -3.0% 1,399 $1.2M
Mosaic Family Wealth Partners, LLC 0.18% Reduce -0.2% 1,399 $1.2M
Argent Financial Group, Inc. 0.15% — 1,397 $1.2M
Hofer & Associates. Inc 0.85% Add +0.1% 1,397 $1.2M
Eagle Global Advisors LLC 0.06% Reduce -0.4% 1,397 $1.2M
Stonebrook Private Inc. 0.33% Add +1.9% 1,396 $1.2M
Thompson Davis & Co., Inc. 0.91% Add +0.9% 1,395 $1.2M
Wilson & Boucher Capital Management, LLC 0.85% Add +9.8% 1,395 $1.2M
Gleason Group, Inc. 0.23% Add +0.1% 1,393 $1.2M
Park Edge Advisors, LLC 0.35% Reduce -4.0% 1,391 $1.2M
GMO 0.00% New 1,388 $1.2M
Northwest Investment Counselors, LLC 0.28% Add +1.2% 1,388 $1.2M
Cahaba Wealth Management, Inc. 0.10% Add +7.1% 1,386 $1.2M
Kennebec Savings Bank 1.21% — 1,385 $1.2M
Portside Wealth Group, LLC 0.21% Add +13.3% 1,384 $1.2M
Vestor Capital, LLC 0.10% Add +16.7% 1,384 $1.2M
Jmac Enterprises LLC 0.20% Add +1.0% 1,382 $1.2M
Navera Investment Management Ltd. 0.02% Reduce -10.6% 1,382 $1.2M
Landscape Capital Management, L.L.C. 0.12% Reduce -74.3% 1,377 $1.2M
Forvis Mazars Wealth Advisors, LLC 0.03% Reduce -27.4% 1,372 $1.2M
Prudent Man Advisors, LLC 0.41% Reduce -7.0% 1,372 $1.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +3.7% 1,371 $1.2M
First Nebraska Trust Co 0.12% No change 1,371 $1.2M
Sage Rhino Capital LLC 0.27% Add +0.4% 1,370 $1.2M
Seeds Investor LLC 0.45% Add +31.6% 1,369 $1.2M
Cable Hill Partners, LLC 0.12% Add +15.3% 1,369 $1.2M
BSW Wealth Partners 0.18% Add +1.6% 1,367 $1.2M
Corundum Group, Inc. 0.55% Reduce -33.5% 1,367 $1.2M
World Equity Group, Inc. 0.44% Add +14.8% 1,364 $1.2M
Centerpoint Advisors, LLC 0.42% Reduce -3.5% 1,360 $1.2M
Zhang Financial LLC 0.08% Add +32.4% 1,356 $1.2M
Buttonwood Financial Advisors Inc. 0.52% Reduce -1.9% 1,356 $1.2M
Northeast Financial Consultants Inc 0.05% Add +1.6% 1,354 $1.2M
Argent Advisors, Inc. 0.45% Add +0.8% 1,352 $1.2M
Martin & Co. Inc. 0.28% Reduce -1.8% 1,350 $1.2M
West Paces Advisors Inc. 0.29% Reduce -1.7% 1,348 $1.2M
Safeguard Investment Advisory Group, LLC 0.34% Reduce -1.9% 1,345 $1.2M
Houlihan Financial Resource Group, Ltd. 0.49% No change 1,346 $1.2M
Marshall & Sullivan Inc. 0.57% No change 1,343 $1.2M
Brown Financial Advisors 0.49% Reduce -14.1% 1,343 $1.2M
Redwood Investment Management, LLC 0.11% Reduce -6.5% 1,341 $1.2M
Wealth Architects, LLC 0.13% Add +10.4% 1,341 $1.2M
waypoint wealth counsel 0.81% Add +4.0% 1,341 $1.2M
Stableford Capital II LLC 0.47% Reduce -3.2% 1,335 $1.2M
Scott Capital Advisors, LLC 0.34% Add +2.5% 1,337 $1.2M
Astoria Portfolio Advisors LLC. 0.40% Reduce -1.6% 1,331 $1.2M
Aspen Wealth Management LLC 0.36% Add +1.3% 1,332 $1.2M
Archer Investment Corp 0.32% Reduce -3.5% 1,332 $1.2M
Missouri Trust & Investment Co 0.41% Reduce -0.8% 1,330 $1.2M
Capital Advisors, Ltd. LLC 0.15% Add +0.1% 1,329 $1.2M
Van Cleef Asset Management,Inc 0.13% Add +112.0% 1,327 $1.2M
Clearwater Capital Advisors, LLC 0.11% New 1,327 $1.2M
Arlington Capital Management, Inc. 0.97% Add +1.9% 1,326 $1.2M
Innova Wealth Partners 0.97% Add +436.8% 1,326 $1.2M
Trueblood Wealth Management, LLC 0.59% Reduce -7.6% 1,324 $1.2M
Coastal Bridge Advisors, LLC 0.29% Add +1.8% 1,323 $1.2M
Beacon Bank & Trust 0.27% Reduce -2.2% 1,319 $1.2M
JT Stratford LLC 0.20% Reduce -7.3% 1,314 $1.2M
Values Added Financial LLC 0.73% Add +4.7% 1,312 $1.2M
Quantum Portfolio Management LLC 0.63% Reduce -22.4% 1,310 $1.2M
Oarsman Capital, Inc. 0.21% Reduce -4.5% 1,309 $1.2M
Strategic Investment Advisors / MI 0.13% Add +20.1% 1,306 $1.2M
Personal Cfo Solutions, LLC 0.16% Reduce -4.6% 1,305 $1.2M
Sax Wealth Advisors, LLC 0.10% Add +11.2% 1,304 $1.2M
Guidance Capital, Inc. 0.36% Reduce -2.0% 1,298 $1.2M
Summit Asset Management, LLC 0.13% Reduce -0.2% 1,301 $1.2M
Resurgent Financial Advisors LLC 0.68% Reduce -5.9% 1,301 $1.2M
Morton Capital Management LLC 0.23% Add +10.3% 1,300 $1.2M
OneAscent Financial Services LLC 0.83% Add +0.1% 1,298 $1.2M
WP Advisors, LLC 0.42% Reduce -13.7% 1,298 $1.2M
TCFG Wealth Management, LLC 0.58% — 1,293 $1.1M
FLC Capital Advisors 0.26% Add +15.8% 1,293 $1.1M
Formidable Asset Management, LLC 0.18% Reduce -2.7% 1,292 $1.1M
Tevis Investment Management 0.85% Add +3.8% 1,292 $1.1M
Brandywine Oak Private Wealth LLC 0.11% Add +0.4% 1,291 $1.1M
Montgomery Investment Management Inc. 0.41% No change 1,290 $1.1M
Merrion Investment Management Co, LLC 0.75% Add +8.4% 1,290 $1.1M
Lewis Asset Management, LLC 0.83% Add +16.1% 1,286 $1.1M
Verity & Verity, LLC 0.11% Reduce -16.0% 1,285 $1.1M
Granite Bay Wealth Management, LLC 0.64% Add +4.0% 1,284 $1.1M
Earned Wealth Advisors, LLC 0.35% Add +33.3% 1,281 $1.1M
Providence Wealth Advisors, LLC 0.84% Reduce -1.9% 1,260 $1.1M
Palisades Hudson Asset Management, L.P. 0.48% Reduce -3.6% 1,275 $1.1M
Texas Capital Bancshares Inc 0.46% Reduce -0.2% 1,273 $1.1M
Drive Wealth Management, LLC 0.29% Add +3.0% 1,271 $1.1M
Certuity, LLC 0.12% Reduce -20.2% 1,269 $1.1M
Smith Anglin Financial, LLC 0.11% No change 1,266 $1.1M
Synergy Financial Group, LTD 1.06% Reduce -0.9% 1,264 $1.1M
TrinityBridge Ltd 0.03% Reduce -20.8% 1,264 $1.1M
Northwest Capital Management Inc 0.40% Reduce -1.0% 1,261 $1.1M
Rothschild Wealth LLC 0.33% Reduce -2.6% 1,260 $1.1M
Gill Capital Partners, LLC 0.40% Add +2.1% 1,259 $1.1M
Lee Financial Co 0.16% Reduce -14.4% 1,255 $1.1M
LaFleur & Godfrey LLC 0.15% Reduce -0.2% 1,253 $1.1M
Sachetta, LLC 0.44% Reduce -0.5% 1,253 $1.1M
Magnus Financial Group LLC 0.11% Add +14.2% 1,253 $1.1M
Main Street Group, LTD 0.49% Add +1.5% 1,249 $1.1M
Ridgecrest Wealth Partners, LLC 0.58% Reduce -7.4% 1,249 $1.1M
CPA Asset Management Group, LLC 0.53% No change 1,249 $1.1M
Aristotle Capital Management, LLC 0.00% No change 1,245 $1.1M
Richardson Financial Services Inc. 0.70% Add +0.1% 1,298 $1.1M
Advisory Resource Group 0.24% Reduce -5.3% 1,244 $1.1M
Zions Bancorporation, N.A. 0.08% Reduce -17.3% 1,241 $1.1M
Up Strategic Wealth Investment Advisors LLC 1.23% Add +9.0% 1,239 $1.1M
Sharper & Granite LLC 0.49% Reduce -1.4% 1,239 $1.1M
Cascade Investment Group, Inc. 0.80% Reduce -6.4% 1,235 $1.1M
Pinion Investment Advisors, LLC 0.46% Reduce -8.9% 1,235 $1.1M
Madison Wealth Partners, Inc 0.32% Add +22.6% 1,232 $1.1M
Smith Shellnut Wilson LLC 0.49% Add +2.6% 1,230 $1.1M
Sage Capital Management, LLC 0.52% Add +0.2% 1,229 $1.1M
Headinvest, LLC 0.20% Reduce -2.5% 1,228 $1.1M
Parthenon LLC 0.13% No change 1,228 $1.1M
Childress Capital Advisors, LLC 0.29% Add +1.1% 1,227 $1.1M
Wbi Investments, LLC 0.26% Add +25.9% 1,226 $1.1M
Capital Insight Partners, LLC 0.19% Add +3.3% 1,221 $1.1M
Intelligent Financial Strategies 0.60% Reduce -0.1% 1,221 $1.1M
Sugarloaf Wealth Management, LLC 0.18% Add +2.5% 1,219 $1.1M
Wealth Alliance, LLC 0.13% Reduce -3.9% 1,219 $1.1M
Fusion Capital, LLC 0.46% Add +0.1% 1,219 $1.1M
Evernest Financial Advisors, LLC 0.29% Reduce -3.0% 1,217 $1.1M
Founders Financial Alliance, LLC 0.30% Add +0.8% 1,216 $1.1M
Phoenix Wealth Advisors 0.50% Reduce -7.6% 1,216 $1.1M
Mendel Money Management 0.47% Add +10.2% 1,215 $1.1M
Sterling Financial Planning, Inc. 0.40% No change 1,214 $1.1M
Arax Advisory Partners 0.10% Reduce -2.2% 1,214 $1.1M
Secure Asset Management, LLC 0.18% Add +8.3% 1,213 $1.1M
Seven Mile Advisory 0.71% Add +6.5% 1,213 $1.1M
V-Square Quantitative Management LLC 0.16% Add +397.5% 1,209 $1.1M
Lebenthal Global Advisors, LLC 0.22% Add +19.5% 1,209 $1.1M
Independent Wealth Network Inc. 0.47% Reduce -5.6% 1,208 $1.1M
Court Place Advisors, LLC 0.31% No change 1,207 $1.1M
Sage Advisors, LLC 0.84% Add +9.6% 1,205 $1.1M
Alta Advisers Ltd 0.49% No change 1,200 $1.1M
Tyler-Stone Wealth Management 0.20% Add +81.4% 1,199 $1.1M
Aerodigm Wealth, LLC 0.67% Reduce -7.4% 1,195 $1.1M
Quantum Financial Advisors, LLC 0.17% Add +66.1% 1,194 $1.1M
PBMares Wealth Management LLC 0.22% Add +1.8% 1,193 $1.1M
Gilliland Jeter Wealth Management LLC 0.34% No change 1,192 $1.1M
Williamson Legacy Group, LLC 0.71% Add +6.8% 1,191 $1.1M
Rockland Trust Co. 0.05% Reduce -42.7% 1,190 $1.1M
Allied Investment Advisors, LLC 0.21% Add +4.4% 1,189 $1.1M
Leonteq Securities AG 0.12% Add +14.2% 1,189 $1.1M
Integrated Investment Consultants, LLC 0.23% Add +17.8% 1,184 $1.0M
Lawson Kroeker Investment Management Inc. 0.19% Add +0.2% 1,182 $1.0M
Cove Private Wealth, LLC 0.83% No change 1,180 $1.0M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.40% Reduce -18.8% 1,180 $1.0M
Castle Wealth Management LLC 0.42% Add +12.2% 1,179 $1.0M
TPG Advisors LLC 0.82% No change 1,177 $1.0M
Heartwood Wealth Advisors LLC 0.12% Reduce -0.8% 1,177 $1.0M
Ninepoint Partners LP 0.14% Reduce -3.1% 1,175 $1.0M
Acropolis Investment Management, LLC 0.06% Reduce -0.2% 1,168 $1.0M
Aveo Capital Partners, LLC 0.11% Reduce -10.3% 1,164 $1.0M
Wescott Financial Advisory Group, LLC 0.11% Reduce -2.7% 1,164 $1.0M
CYBER HORNET ETFs LLC 1.05% Add +0.3% 1,163 $1.0M
Sloy Dahl & Holst, LLC 0.18% Add +5.1% 1,161 $1.0M
Private Portfolio Partners LLC 0.19% New 1,161 $1.0M
Elevation Wealth Partners, LLC 0.44% No change 1,159 $1.0M
Members Trust Co 0.03% No change 1,157 $1.0M
Strengthening Families & Communities, LLC 0.26% Reduce -4.8% 1,157 $1.0M
Legacy Capital Wealth Partners, LLC 0.20% Add +99.1% 1,155 $1.0M
Builder Investment Group Inc. 0.27% Add +2.7% 1,150 $1.0M
GDS Wealth Management 0.10% Add +89.8% 1,150 $1.0M
Smith, Moore & Co. 0.10% Reduce -2.7% 1,142 $1.0M
Cheviot Value Management, LLC 0.19% Reduce -0.1% 1,136 $1.0M
LVM Capital Management Ltd. 0.11% No change 1,184 $1.0M
Cromwell Holdings LLC 0.65% No change 1,134 $1.0M
American State Bank (Iowa) 0.61% Reduce -0.8% 1,134 $1.0M
Heirloom Wealth Management 0.31% Reduce -0.3% 1,133 $1.0M
Werba Rubin Papier Wealth Management 0.24% Add +15.1% 1,133 $1.0M
Valley Wealth Managers, Inc. 0.07% Add +2.3% 1,132 $1.0M
Dover Advisors, LLC 0.57% Reduce -1.7% 1,129 $1.0M
Enclave Advisors LLC 0.17% — 1,126 $998K
Biltmore Wealth Management, LLC 0.41% Reduce -21.8% 1,122 $995K
GR Financial Group, LLC 0.17% Add +0.1% 1,122 $995K
Versor Investments LP 0.16% New 1,121 $994K
Dark Forest Capital Management LP 0.13% New 1,121 $994K
Ellevest, Inc. 0.05% Add +1.4% 1,119 $992K
Armstrong Henry H Associates Inc. 0.09% No change 1,116 $989K
Destiny Capital Corp 0.61% No change 1,116 $989K
Beverly Hills Private Wealth, LLC 0.20% Add +2.1% 1,115 $988K
LongView Wealth Management 0.31% Add +10.9% 1,110 $984K
Bond & Devick Financial Network, Inc. 0.42% Reduce -4.8% 1,102 $977K
Long Island Wealth Management, Inc. 0.64% No change 1,101 $976K
Northern Capital Management, Inc. 0.62% Add +0.1% 1,101 $976K
Lane Generational LLC 1.21% No change 1,100 $975K
Wellington Shields & Co., LLC 0.30% No change 1,100 $975K
Eclectic Associates Inc. 0.38% Reduce -7.7% 1,100 $975K
American Institute for Advanced Investment Management, LLP 0.70% Reduce -0.5% 1,099 $974K
Bedel Financial Consulting, Inc. 0.14% Reduce -4.3% 1,099 $974K
Oxford Wealth Group, LLC 0.79% Add +1.1% 1,098 $973K
Addison Capital Co 0.39% No change 1,098 $973K
Kolinsky Wealth Management, LLC 0.63% Reduce -1.6% 1,098 $973K
Clearview Wealth Advisors LLC 0.75% Add +0.1% 1,098 $973K
SJS Investment Consulting Inc. 0.17% Add +6.1% 1,095 $971K
B&D White Capital Company, LLC 0.17% New 1,094 $970K
Obsidian Personal Planning Solutions LLC 0.51% Reduce -0.8% 1,109 $969K
Florida Financial Advisors, LLC 0.50% Reduce -18.3% 1,124 $967K
Accurate Wealth Management, LLC 0.19% Add +7.9% 1,081 $967K
Pachira Investments Inc. 0.74% Add +4.8% 1,090 $966K
Unigestion Holding SA 0.05% Reduce -49.1% 1,089 $965K
IFG Advisors, LLC 0.21% Add +6.6% 1,087 $964K
Heartland Bank & Trust Co 0.52% Reduce -3.1% 1,086 $963K
Peoples Financial Services Corp. 0.44% Reduce -0.6% 1,086 $963K
Kintra Wealth, LLC 0.65% Reduce -7.9% 1,083 $961K
Westside Investment Management, Inc. 0.20% Reduce -0.5% 1,126 $960K
Virtus Advisers, LLC 0.45% Reduce -7.1% 1,083 $960K
Greenwich Wealth Management LLC 0.07% Add +3.0% 1,081 $959K
Patton Albertson Miller Group, LLC 0.13% No change 1,079 $957K
ICONIQ Capital, LLC 0.02% Add +256.1% 1,079 $957K
Advisory Services & Investments, LLC 0.65% No change 1,078 $956K
Private Capital Management LLC 0.17% Add +45.7% 1,078 $956K
Belmont Capital, LLC 0.16% Reduce -14.2% 1,076 $954K
Paces Ferry Wealth Advisors, LLC 0.55% Add +10.6% 1,075 $953K
TFB Advisors LLC 0.28% Add +2.0% 1,072 $950K
Bangor Savings Bank 0.09% Reduce -1.7% 1,071 $949K
XTX Topco Ltd 0.07% New 1,066 $945K
Concentric Capital Strategies, LP 0.06% Reduce -21.0% 1,066 $945K
Kaizen Financial Strategies 0.55% Add +66.4% 1,065 $945K
Conestoga Capital Advisors, LLC 0.01% Reduce -30.2% 1,065 $944K
REDW Wealth LLC 0.24% Reduce -3.5% 1,064 $943K
Capital Square, LLC 0.57% Reduce -2.2% 1,060 $940K
Shared Vision Wealth Group LLC 0.50% Add +0.1% 1,060 $940K
Elwood & Goetz Wealth Advisory Group, LLC 0.23% New 1,059 $939K
First Financial Corp. 0.45% No change 1,056 $936K
Crown Wealth Group, LLC 0.41% Reduce -0.6% 1,056 $936K
Poehling Capital Management, INC. 0.24% No change 1,056 $936K
Amplius Wealth Advisors, LLC 0.10% Reduce -0.3% 1,055 $935K
Capital Wealth Alliance, LLC 0.54% Reduce -6.5% 1,053 $934K
Signal Advisors Wealth, LLC 0.13% New 1,052 $932K
RWQ Financial Management Services, Inc. 0.32% Reduce -90.4% 1,050 $931K
Enzi Wealth 0.36% Add +0.3% 1,045 $930K
Hemington Wealth Management 0.25% Reduce -5.9% 1,061 $927K
Cetera Trust Company, N.A 0.57% Reduce -2.8% 1,044 $926K
Silver Oak Advisory Group, Inc. 0.47% No change 1,042 $924K
FIL Ltd 0.00% Add +12.3% 1,042 $924K
Platte River Wealth Advisors, LLC 0.25% No change 1,037 $919K
Profit Investment Management, LLC 0.72% Reduce -21.0% 1,035 $918K
Cahill Financial Advisors Inc. 0.13% Reduce -12.7% 1,034 $917K
Savvy Advisors, Inc. 0.19% Add +39.9% 1,034 $916K
Princeton Global Asset Management LLC 0.18% Add +12.0% 1,030 $913K
Hunter Associates Investment Management LLC 0.14% Add +0.1% 1,024 $908K
Barton Investment Management 0.11% No change 1,024 $908K
Breakwater Capital Group 0.18% Add +1.7% 1,022 $906K
Steel Grove Capital Advisors, LLC 0.13% No change 1,022 $905K
Chaney Capital Management, Inc. 0.51% Add +2.6% 1,021 $905K
Dominguez Wealth Management Solutions, Inc. 0.66% Reduce -5.2% 1,021 $905K
Winslow Capital Management, LLC 0.00% Reduce -99.7% 1,021 $905K
Kowal Investment Group, LLC 0.17% Reduce -2.3% 1,021 $905K
Motiv8 Investments LLC 0.61% Add +0.9% 1,018 $903K
One Charles Private Wealth Services, LLC 0.34% No change 1,017 $902K
Arrowroot Family Office, LLC 0.53% Reduce -10.1% 1,017 $901K
Deseret Mutual Benefit Administrators 0.46% Reduce -4.0% 1,016 $901K
Root Financial Partners, LLC 0.14% Add +25.4% 1,016 $901K
Adero Partners, LLC 0.06% Reduce -3.9% 1,015 $900K
Wealthstream Advisors, Inc. 0.16% Reduce -4.2% 1,014 $899K
Gateway Wealth Partners, LLC 0.25% Add +26.1% 1,011 $897K
Windsor Capital Management, LLC 0.26% No change 1,011 $896K
CFO4Life Group, LLC 0.16% Add +6.5% 1,009 $894K
Magnolia Capital Management Ltd. 0.71% No change 1,008 $894K
Biltmore Family Office, LLC 0.15% Add +8.1% 1,007 $893K
Riverview Trust Co 0.79% Add +0.8% 1,006 $892K
Net Worth Advisory Group 0.26% — 1,004 $890K
Armstrong Advisory Group, Inc. 0.07% Add +14.2% 1,004 $890K
Flynn Zito Capital Management, LLC 0.43% Add +4.4% 1,000 $887K
Eagle Harbor Asset Management Inc. 0.88% Reduce -2.1% 999 $886K
First National Bank of Hutchinson 0.57% Reduce -10.8% 996 $883K
Emerald Advisers, LLC 0.03% No change 996 $883K
Revolve Wealth Partners, LLC 0.13% Add +0.1% 993 $880K
One Day In July LLC 0.10% Add +10.8% 991 $878K
Altiora Financial Group, LLC 0.19% No change 990 $878K
Occudo Quantitative Strategies LP 0.16% New 987 $875K
Carolinas Wealth Consulting LLC 0.16% Reduce -0.4% 986 $873K
Advisor Resource Council 0.40% New 984 $873K
Trinity Financial Advisors LLC 0.39% No change 1,214 $872K
KPP Advisory Services LLC 0.21% Add +9.7% 982 $871K
Pettinga Financial Advisors LLC 0.21% Add +0.1% 982 $871K
McRae Capital Management Inc. 0.17% No change 978 $867K
Nottingham Advisors, Inc. 0.10% Reduce -9.3% 977 $866K
Nixon Peabody Trust Co. 0.07% Add +22.0% 977 $866K
Acorns Advisers, LLC 0.01% Add +18.1% 977 $866K
M3 Advisory Group, LLC 0.64% Add +6.9% 977 $866K
Investmark Advisory Group LLC 0.42% Reduce -1.6% 975 $864K
BCS Wealth Management 0.37% Add +30.9% 975 $864K
Private Management Group Inc. 0.03% No change 974 $863K
Pacific Center for Financial Services 0.23% Add +0.1% 972 $861K
Wealthspire Retirement, LLC 0.07% Reduce -0.2% 969 $859K
Voya Financial Advisors, Inc. 0.09% Reduce -40.2% 970 $859K
Tradewinds, LLC. 0.26% Add +3.3% 969 $859K
Red Lighthouse Investment Management, LLC 0.34% No change 968 $858K
White Knight Strategic Wealth Advisors, LLC 0.78% Reduce -3.5% 966 $856K
PrairieView Partners, LLC 0.09% Add +0.5% 964 $854K
LJI Wealth Management, LLC 0.17% Add +0.1% 963 $854K
First City Capital Management, Inc. 0.44% Add +25.2% 963 $854K
49 Wealth Management, LLC 0.14% Add +36.5% 962 $853K
Fairview Capital Investment Management, LLC 0.05% Add +47.1% 962 $853K
Mraz, Amerine & Associates, Inc. 0.15% No change 961 $852K
Affinity Wealth Management LLC 0.15% Reduce -4.3% 960 $851K
Sound Income Strategies, LLC 0.05% Reduce -0.3% 957 $848K
Onyx Bridge Wealth Group LLC 0.13% Add +73.8% 956 $848K
Altus Wealth Group LLC 0.36% Add +1.9% 956 $848K
Interchange Capital Partners, LLC 0.30% Reduce -3.4% 953 $846K
Axiom Advisory, LLC 0.01% Add +14.7% 960 $845K
Milestone Asset Management, LLC 0.19% Add +11.6% 953 $845K
Woodley Farra Manion Portfolio Management Inc. 0.04% Reduce -0.5% 949 $841K
Transatlantique Private Wealth LLC 0.32% Reduce -29.6% 948 $840K
Kensington Investment Counsel, LLC 0.35% Add +0.2% 947 $840K
American Capital Advisory, LLC 0.49% Add +0.6% 945 $838K
Deerfield Management Company, L.P. 0.01% New 945 $838K
Debussy Capital Management LP 0.24% Add +18.5% 943 $836K
Integrity Financial Corp 0.49% Reduce -8.0% 942 $835K
Prairie Wealth Advisors, Inc. 0.41% Reduce -22.9% 942 $835K
Mascoma Wealth Management LLC 0.21% Reduce -0.6% 940 $833K
Live Oak Private Wealth LLC 0.14% Reduce -1.8% 939 $832K
Asahi Life Asset Management Co., LTD. 0.50% Add +87.2% 938 $832K
Park Place Capital Corp 0.24% Add +86.5% 938 $832K
Fox Run Management, L.L.C. 0.18% Add +207.2% 937 $831K
Wealth Effects LLC 0.29% Reduce -3.4% 937 $830K
Gemmer Asset Management LLC 0.08% No change 933 $827K
Waters Parkerson & Co., LLC 0.04% Reduce -17.7% 930 $824K
Verdad Advisers, LP 1.10% Reduce -52.6% 929 $824K
Virtue Capital Management, LLC 0.16% Reduce -14.0% 929 $824K
Calydon Capital 0.13% No change 968 $823K
Foundation Wealth Management, LLC 0.62% Reduce -2.4% 926 $822K
Seelaus Asset Management LLC 0.77% Reduce -27.5% 924 $819K
Summa Corp. 0.39% No change 923 $818K
Pacifica Partners Inc. 0.34% Reduce -0.5% 922 $817K
Tamar Securities, LLC 0.12% Add +7.7% 922 $817K
Benchmark Financial Wealth Advisors, LLC 0.27% Add +3.8% 921 $817K
Rappaport Reiches Capital Management, LLC 0.22% Add +7.7% 921 $817K
Ssi Investment Management LLC 0.31% No change 921 $816K
McLean Asset Management Corp 0.25% Add +1.1% 924 $816K
Smith & Howard Wealth Management, LLC 0.23% Reduce -10.2% 920 $816K
Provident Investment Management, Inc. 0.07% No change 920 $816K
CCG Wealth Management, LLC 0.46% Add +0.3% 919 $814K
Bennett Selby Investments LP 0.34% Add +10.7% 918 $813K
Virginia Wealth Management Group, Inc. 0.51% No change 916 $812K
CMG Global Holdings, LLC 0.46% Reduce -2.1% 913 $809K
Collective Family Office LLC 0.22% Reduce -0.1% 911 $808K
Essex LLC 0.17% Reduce -0.3% 911 $807K
Courage Miller Partners, LLC 0.27% No change 910 $807K
SignalPoint Asset Management, LLC 0.19% No change 911 $807K
Winthrop Advisory Group LLC 0.10% Add +5.2% 909 $806K
TFC Financial Management, Inc. 0.13% Reduce -1.4% 907 $804K
Councilmark Asset Management, LLC 0.54% No change 905 $802K
Darwin Wealth Management, LLC 0.22% Reduce -2.6% 905 $802K
Marcum Wealth, LLC 0.07% Add +0.7% 904 $801K
Duncan Williams Asset Management, LLC 0.44% Add +10.6% 901 $799K
Meridian Investment Counsel Inc. 0.24% Reduce -0.1% 901 $799K
Boltwood Capital Management 0.24% Add +13.8% 899 $797K
Crescent Grove Advisors, LLC 0.08% No change 896 $794K
TNF LLC 0.29% Add +0.2% 888 $793K
Solidarity Wealth, LLC 0.21% Reduce -1.1% 895 $793K
Tarbox Family Office, Inc. 0.13% Add +20.0% 894 $793K
Pure Portfolios Holdings LLC 0.30% — 894 $792K
Embree Financial Group 0.14% Add +4.0% 893 $791K
WealthTrust Asset Management, LLC 0.59% Reduce -48.1% 891 $790K
Brown Miller Wealth Management, LLC 0.31% Add +5.1% 887 $787K
Weinberger Asset Management, Inc 0.34% Reduce -0.5% 887 $787K
Diligent Investors, LLC 0.18% Add +2.5% 887 $786K
Owen LaRue, LLC 0.42% Reduce -8.3% 886 $786K
Vantage Wealth 0.17% No change 885 $785K
Tributary Capital Management, LLC 0.06% Reduce -3.3% 885 $785K
New Capital Management LP 0.22% No change 884 $784K
Tandem Wealth Advisors LLC 0.40% Add +7.9% 884 $784K
Lifeworks Advisors, LLC 0.15% No change 884 $784K
Perpetual Ltd 0.01% Add +0.6% 883 $783K
Wick Capital Partners, LLC 0.25% Add +8.3% 878 $778K
Tsfg, LLC 0.17% Add +1.7% 877 $778K
Wexford Capital LP 0.19% Reduce -16.1% 876 $777K
Menard Financial Group LLC 0.51% Add +0.6% 875 $776K
BlueChip Wealth Advisors LLC 0.41% Reduce -1.2% 874 $776K
Beta Wealth Group, Inc. 0.35% Reduce -0.9% 874 $775K
Prudent Investors Network, Inc. 0.24% New 872 $773K
Harvey Capital Management Inc. 0.19% No change 870 $771K
Riversedge Advisors, LLC 0.17% Add +1.4% 870 $771K
Old Port Advisors 0.21% Reduce -0.9% 868 $770K
Legacy PCG, LLC 0.55% Reduce -9.7% 868 $769K
Retireful, LLC 0.57% Reduce -81.8% 867 $769K
Howard Financial Services, LTD. 0.11% Add +0.1% 866 $767K
Convergence Investment Partners, LLC 0.21% Reduce -4.2% 864 $766K
Berkshire Asset Management LLC 0.04% No change 900 $765K
Monarch Capital Management Inc. 0.21% Reduce -0.6% 862 $764K
First Long Island Investors, LLC 0.06% New 862 $764K
Pettyjohn, Wood & White, Inc. 0.14% Add +3.6% 861 $763K
Aberdeen Wealth Management LLC 0.50% No change 860 $762K
Ruggaard & Associates LLC 0.33% Reduce -3.8% 860 $762K
Gallagher Fiduciary Advisors, LLC 0.15% Add +6.8% 859 $762K
Abbot Financial Management, Inc. 0.38% Add +9.3% 859 $761K
Beacon Financial Group 0.08% Add +5.3% 858 $761K
EWG Elevate Inc. 0.30% No change 855 $758K
Ranch Capital Advisors Inc. 0.36% Add +2.3% 854 $757K
Von Berge Wealth Management Group, LLC 0.47% Reduce -1.8% 842 $757K
Patriot Investment Management Group, Inc. 0.06% No change 851 $755K
JB Capital LLC 0.04% Add +2.5% 849 $754K
Callahan Advisors, LLC 0.07% Add +0.1% 848 $752K
KFG Wealth Management, LLC 0.16% Add +3.0% 848 $752K
Inspirion Wealth Advisors, LLC 0.10% Add +17.3% 847 $751K
Private Client Services, LLC 0.40% Add +2.2% 846 $750K
Carlson Capital Management 0.03% Add +8.2% 845 $749K
Clough Capital Partners L P 0.08% New 844 $748K
Riverwater Partners LLC 0.37% Reduce -1.7% 850 $747K
Monument Capital Management 0.21% Add +5.0% 841 $746K
Sawyer & Company, Inc 0.28% No change 840 $745K
Investment Partners Asset Management, Inc. 0.61% Add +0.7% 838 $743K
Catalyst Private Wealth, LLC 0.36% No change 838 $743K
Safeguard Financial, LLC 0.17% Add +3.2% 838 $743K
Berkeley Capital Partners, LLC 0.21% Add +13.4% 837 $742K
First International Bank & Trust 0.24% Add +30.9% 835 $740K
Vance Wealth, LLC 0.28% Reduce -5.4% 835 $740K
Sit Investment Associates Inc. 0.02% No change 833 $738K
Foster Group, Inc. 0.03% Reduce -20.1% 828 $734K
Magellan Asset Management Ltd 0.01% Reduce -0.7% 826 $732K
Security National Bank 0.10% Add +4.4% 824 $730K
Clarus Wealth Advisors 0.37% Add +3.2% 836 $730K
Hillsdale Investment Management Inc. 0.06% Add +73.6% 823 $730K
CM Wealth Advisors LLC 0.24% Add +62.8% 822 $729K
Smart Money Group LLC 0.26% Add +7.5% 834 $729K
Enterprise Financial Services Corp 0.42% Reduce -6.8% 821 $728K
M. Kraus & Co 0.21% No change 820 $727K
Exchange Bank 0.59% No change 817 $724K
Gen-Wealth Partners Inc 0.32% Add +28.9% 824 $724K
Fairhaven Wealth Management, LLC 0.22% Add +1.4% 816 $723K
Thomasville National Bank 0.05% Add +12.7% 816 $723K
Renasant Bank 0.48% Add +73.4% 815 $723K
MQS Management LLC 0.40% New 814 $722K
ArrowMark Colorado Holdings LLC 0.01% No change 814 $722K
Centennial Wealth Advisory LLC 0.28% Add +15.8% 813 $721K
Fortune 45 LLC 0.51% Reduce -1.8% 812 $721K
Plum Street Advisors, LLC 0.36% New 812 $720K
Weil Company, Inc. 0.24% No change 812 $720K
Trademark Financial Management, LLC 0.57% Reduce -5.6% 810 $718K
Peninsula Wealth, LLC 0.13% Add +2.9% 808 $717K
Veery Capital, LLC 0.27% Reduce -0.5% 805 $714K
Whalen Wealth Management Inc. 0.50% Reduce -0.6% 804 $713K
Alpine Bank Wealth Management 0.11% — 802 $711K
Wolverine Trading, LLC 0.02% Reduce -99.5% 801 $709K
Wealth Management Associates, Inc. 0.31% Reduce -9.7% 799 $709K
Alerus Financial NA 0.05% Reduce -2.4% 799 $708K
Hamilton Wealth, LLC 0.17% Add +34.5% 799 $708K
Lazari Capital Management, Inc. 0.30% Reduce -0.8% 798 $707K
Boomfish Wealth Group, LLC 0.43% Reduce -77.1% 797 $707K
Chapin Davis, Inc. 0.23% Add +3.9% 797 $707K
Goldstream Capital Management Ltd 0.32% New 797 $707K
AA Financial Advisors, LLC 0.20% Add +229.3% 797 $707K
Strategic Financial Concepts, LLC 0.22% Reduce -99.9% 792 $702K
Financial Security Advisor, Inc. 0.17% Add +1.3% 791 $702K
CFS Investment Advisory Services, LLC 0.06% Add +2.6% 791 $701K
Fragasso Financial Advisors Inc 0.05% Add +5.9% 790 $700K
Chickasaw Capital Management LLC 0.03% No change 790 $700K
Vista Investment Partners LLC 0.22% Add +0.6% 788 $699K
Valtinson Bruner Financial Planning LLC 0.24% Add +102.1% 784 $695K
Bigelow Investment Advisors, LLC 0.31% No change 782 $693K
Peak Financial Management, Inc. 0.20% Add +3.3% 781 $692K
Van Strum & Towne Inc. 0.24% No change 777 $689K
Austin Wealth Management, LLC 0.15% No change 786 $688K
Greenspring Advisors, LLC 0.15% Add +105.8% 776 $688K
Financial Perspectives, Inc 0.24% No change 775 $687K
Hilltop Partners LLC 0.23% New 775 $687K
Schneider Downs Wealth Management Advisors, LP 0.14% No change 775 $687K
Blueshift Asset Management, LLC 0.17% Add +102.4% 773 $685K
Thrive Wealth Management, LLC 0.13% Add +48.8% 772 $685K
Templeton & Phillips Capital Management, LLC 0.53% No change 771 $684K
Keystone Financial Group 0.09% Add +18.3% 770 $683K
LRI Investments, LLC 0.07% Add +7.6% 739 $683K
Evanson Asset Management, LLC 0.05% Add +0.3% 768 $681K
Trilogy Capital Inc. 0.03% Add +2.7% 766 $679K
Salomon & Ludwin, LLC 0.07% Add +2.8% 765 $678K
SilverOak Wealth Management LLC 0.15% Add +23.4% 764 $677K
Marks Group Wealth Management, Inc 0.06% Add +0.1% 764 $677K
Seizert Capital Partners, LLC 0.03% No change 763 $676K
Culbertson A N & Co. Inc. 0.11% Reduce -16.4% 762 $676K
Navalign, LLC 0.20% Add +3.4% 762 $675K
Pekin Hardy Strauss, Inc. 0.09% Add +1.7% 760 $674K
Abound Wealth Management 0.22% Add +2.1% 759 $673K
Rise Advisors, LLC 0.32% Add +1.1% 759 $673K
Apexium Financial, LP 0.04% No change 758 $672K
Cambridge Advisors Inc. 0.15% Add +0.9% 757 $671K
Unique Wealth, LLC 0.15% Add +12.0% 756 $671K
DGS Capital Management, LLC 0.18% Add +12.8% 756 $671K
Point Windward Advisors Inc. 0.25% No change 755 $669K
AIMZ Investment Advisors, LLC 0.23% Add +2.0% 755 $669K
Lowe Brockenbrough & Co. Inc. 0.04% Add +14.1% 754 $668K
Concorde Asset Management, LLC 0.38% Add +3.0% 753 $668K
McAdam, LLC 0.04% Add +17.5% 752 $666K
Whelan Financial 0.27% Add +2.3% 751 $666K
Aua Capital Management, LLC 0.38% Reduce -2.3% 750 $665K
RiverFront Investment Group, LLC 0.02% New 750 $665K
Prospect Financial Services LLC 0.41% Add +32.6% 749 $664K
Horan Capital Advisors, LLC. 0.22% No change 748 $663K
Cadent Capital Advisors, LLC 0.23% New 748 $663K
James J. Burns & Company, LLC 0.12% Add +34.5% 745 $661K
WealthBridge Capital Management, LLC 0.19% Reduce -7.5% 744 $660K
Garrison Asset Management, LLC 0.33% Add +2.2% 742 $658K
Intrua Financial, LLC 0.11% No change 742 $658K
Advus Financial Partners, LLC 0.19% No change 741 $657K
Warther Private Wealth, LLC 0.23% Reduce -13.0% 740 $656K
KRS Capital Management, LLC 0.48% Add +2.5% 739 $656K
Abner Herrman & Brock LLC 0.08% No change 739 $655K
Washington Trust Advisors, Inc. 0.06% Reduce -6.5% 738 $654K
Key Client Fiduciary Advisors, LLC 0.30% Reduce -2.0% 737 $654K
Old Mission Investment Co LLC 0.20% Add +1.9% 737 $653K
Davidson Investment Advisors 0.03% Add +3.4% 735 $651K
Traveka Wealth, LLC 0.33% Add +0.7% 734 $651K
New Wave Wealth Advisors LLC 0.30% Reduce -17.2% 733 $650K
Heritage Oak Wealth Advisors LLC 0.30% New 733 $650K
Crescent Sterling, Ltd. 0.62% Add +13.1% 732 $649K
Insight Folios Inc 0.23% Reduce -1.2% 731 $648K
Asio Capital, LLC 0.12% No change 731 $648K
Liberty Wealth Management LLC 0.11% Reduce -92.0% 731 $648K
Anson Funds Management LP 0.09% New 728 $645K
SkyOak Wealth, LLC 0.14% No change 725 $643K
BTG Pactual Asset Management US LLC 0.09% New 725 $643K
Firestone Capital Management 0.16% No change 723 $641K
Rosenberg Matthew Hamilton 0.17% Add +3.0% 723 $641K
RVW Wealth, LLC 0.06% No change 723 $641K
First Affirmative Financial Network 0.35% Add +35.0% 722 $640K
Royal Capital Wealth Management, LLC 0.45% Reduce -17.2% 721 $639K
First Commonwealth Financial Corp 0.15% No change 720 $638K
Alkeme Wealth, LLC 0.28% Add +3.6% 719 $638K
Beacon Financial Advisory LLC 0.22% Add +4.0% 719 $637K
Willis Johnson & Associates, Inc. 0.05% Add +2.0% 719 $637K
EdgeRock Capital LLC 0.45% Add +3.3% 718 $637K
Twin Lakes Capital Management, LLC 0.41% No change 718 $637K
Pennsylvania Capital Management Inc. 0.23% Add +34.7% 718 $637K
Hyperion Partners, LLC 0.41% Reduce -0.6% 716 $635K
Palisade Asset Management, LLC 0.06% No change 715 $634K
Fi3 FINANCIAL ADVISORS, LLC 0.25% Add +5.6% 715 $633K
Hendershot Investments Inc. 0.09% No change 713 $632K
Cercano Management LLC 0.02% New 712 $631K
Facet Wealth, Inc. 0.02% Add +5.3% 719 $631K
Dempze Nancy E 0.35% New 711 $630K
First Community Trust NA 0.51% No change 709 $629K
Selective Wealth Management, Inc. 0.26% Add +0.3% 706 $628K
OneAscent Wealth Management LLC 0.24% Reduce -12.9% 708 $628K
Kwmg, LLC 0.06% Add +0.1% 708 $627K
Goldstein Advisors, LLC 0.10% Add +2.2% 706 $626K
Sunpointe, LLC 0.51% Reduce -1.5% 705 $625K
Transcendent Capital Group LLC 0.32% Add +92.6% 705 $625K
Family Manage LLC 0.10% Add +0.4% 705 $625K
Aurora Private Wealth, Inc. 0.49% Reduce -4.0% 702 $622K
Community Bank & Trust, Waco, Texas 0.14% Add +0.7% 700 $621K
Lakeridge Wealth Management LLC 0.34% Reduce -2.4% 700 $621K
Apeiron RIA LLC 0.18% Add +0.3% 700 $621K
Paladin Wealth, LLC 0.54% — 698 $619K
Mason & Associates Inc 0.15% Add +24.2% 698 $619K
Ulland Investment Advisors, LLC 0.46% Add +3.3% 697 $618K
Q3 Asset Management 0.14% New 697 $618K
SYM FINANCIAL Corp 0.08% Add +40.5% 694 $615K
Three Seasons Wealth, LLC 0.32% Add +74.9% 691 $613K
Oder Investment Management, LLC 0.53% No change 690 $612K
Tanager Wealth Management LLP 0.08% Add +176.0% 690 $612K
Greenwood Capital Associates LLC 0.08% Reduce -3.2% 690 $612K
Sandy Cove Advisors, LLC 0.25% Add +2.1% 690 $611K
Kestra Investment Management, LLC 0.03% New 688 $610K
Echo45 Advisors LLC 0.40% Reduce -2.8% 686 $607K
Accel Wealth Management 0.23% Add +1.8% 683 $606K
FFT Wealth Management LLC 0.05% Add +8.8% 682 $604K
Winslow Asset Management Inc. 0.11% Add +0.4% 681 $604K
Financial Alternatives, Inc 0.42% No change 681 $604K
Chesapeake Wealth Management 0.21% Reduce -1.0% 679 $602K
Correct Capital Wealth Management 0.13% Add +34.7% 679 $602K
Blossom Wealth Management 1.21% Add +2.3% 679 $602K
MN Wealth Advisors, LLC 0.34% Add +0.1% 677 $601K
PCA Investment Advisory Services Inc. 0.28% Reduce -0.1% 678 $601K
Orin Green Financial, LLC 0.26% Add +6.6% 678 $601K
BOS Asset Management, LLC 0.22% No change 677 $600K
Hirtle & Co., LLC 0.03% Reduce -22.5% 675 $598K
Jacobsen Capital Management 0.25% Add +4.5% 674 $598K
Parkside Advisors LLC 0.14% No change 674 $598K
Hiley Hunt Wealth Management 0.34% Reduce -17.5% 673 $597K
Yarger Wealth Strategies, LLC 0.33% Add +0.6% 672 $596K
White Pine Capital LLC 0.20% No change 671 $595K
Financial Advisory Partners, LLC 0.20% Add +86.1% 670 $594K
Lakeshore Financial Planning, Inc. 0.26% No change 668 $592K
Edgemoor Investment Advisors, Inc. 0.05% Add +2.1% 667 $591K
West Wealth Group, LLC 0.19% Add +8.3% 667 $591K
Frisch Financial Group, Inc. 0.18% Reduce -42.1% 665 $590K
GFS Advisors, LLC 0.13% Add +121.7% 665 $590K
Y.D. More Investments Ltd 0.06% Reduce -22.9% 791 $590K
Wintrust Investments LLC 0.44% Reduce -90.0% 665 $589K
Atlas Financial Advisors, Inc. 0.93% Add +1.2% 664 $589K
Smith Salley Wealth Management 0.04% Add +12.0% 662 $587K
Coastwise Capital Group, LLC 0.48% No change 661 $586K
Bill Few Associates, Inc. 0.21% Reduce -6.4% 660 $585K
Allen Mooney & Barnes Investment Advisors LLC 0.10% Add +2.0% 658 $583K
Carr Financial Group Corp 0.17% No change 655 $581K
Thompson Investment Management, Inc. 0.08% No change 653 $579K
Affiance Financial, LLC 0.14% Add +12.1% 651 $578K
BNP Paribas 0.02% Add +6.0% 652 $578K
Presidio Capital Management, LLC 0.37% Add +49.0% 651 $577K
Scarborough Advisors, LLC 0.09% Reduce -2.0% 651 $577K
V2 Financial group LLC 0.37% No change 650 $576K
Alaethes Wealth, LLC 0.21% Add +8.7% 649 $575K
Phillips Wealth Planners LLC 0.55% Reduce -4.7% 647 $574K
Taylor Financial Group, Inc. 0.40% No change 645 $572K
CoreFirst Bank & Trust 0.33% Reduce -9.4% 645 $572K
Gibson Capital, LLC 0.12% No change 645 $572K
Torray Investment Partners LLC 0.08% Reduce -2.3% 643 $570K
Mountain Capital Investment Advisors Inc. 0.12% Reduce -0.5% 611 $570K
Total Clarity Wealth Management, Inc. 0.18% Reduce -1.1% 642 $569K
Darden Wealth Group Inc 0.41% No change 640 $567K
Sunflower Bank, N.A. 0.15% Add +11.2% 638 $566K
Arkos Global Advisors 0.08% Add +7.8% 637 $565K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.09% No change 637 $565K
Pictet North America Advisors SA 0.06% Add +6.2% 637 $565K
Samalin Investment Counsel, LLC 0.25% Add +9.8% 637 $565K
Cynosure Group, LLC 0.08% Reduce -35.6% 636 $564K
Consolidated Portfolio Review Corp 0.13% Reduce -16.9% 634 $562K
Lantz Financial LLC 0.15% Reduce -2.0% 634 $562K
MCF Advisors LLC 0.04% Reduce -0.5% 634 $562K
Fulcrum Equity Management 0.47% Add +76.8% 633 $561K
SMART Wealth LLC 0.22% Reduce -21.4% 631 $559K
Auto-Owners Insurance Co 0.01% No change 630 $559K
Osterweis Capital Management Inc. 0.03% Reduce -30.1% 627 $556K
Bantamac Capital, LLC 0.27% Reduce -0.3% 626 $555K
SevenBridge Financial Group, LLC 0.11% Add +12.5% 595 $555K
Paradigm Capital Management, LLC 0.54% — 625 $554K
Triangle Securities Wealth Management 0.14% Reduce -0.8% 623 $552K
Citizens Business Bank 0.11% Reduce -7.4% 623 $552K
Towerpoint Wealth, LLC 0.26% Reduce -10.1% 622 $551K
Vertex Planning Partners, LLC 0.13% Add +0.5% 622 $551K
Canal Capital Management, LLC 0.09% No change 622 $551K
Stonebridge Capital Advisors LLC 0.04% Reduce -0.2% 620 $550K
Talon Private Wealth, LLC 0.12% — 619 $548K
Bridgewealth Advisory Group, LLC 0.20% Add +6.4% 615 $545K
Gilman Hill Asset Management, LLC 0.09% No change 613 $544K
1900 Wealth Management LLC 0.05% No change 612 $543K
Aspen Grove Capital, LLC 0.12% Reduce -14.8% 612 $543K
Full Sail Capital, LLC 0.03% Reduce -19.8% 608 $539K
Southland Equity Partners LLC 0.13% Add +5.6% 606 $537K
Requisite Capital Management, LLC 0.11% Reduce -14.2% 606 $537K
Phocas Financial Corp. 0.06% No change 606 $537K
Horizon Bancorp Inc. 0.25% Add +2.5% 606 $537K
IRON Financial LLC 0.29% Reduce -34.7% 605 $536K
Gitterman Wealth Management, LLC 0.22% No change 602 $534K
MRP Capital Investments, LLC 0.51% Reduce -1.6% 600 $532K
Lattice Capital Management, LLC 0.48% No change 600 $532K
Integris Wealth Management, LLC 0.15% Add +9.7% 600 $532K
Affinity Capital Advisors, LLC 0.10% Reduce -4.3% 598 $530K
Ion Asset Management Ltd. 0.03% Reduce -10.2% 597 $529K
Atlas Capital Advisors Inc. 0.08% Reduce -89.2% 596 $528K
Consilio Wealth Advisors, LLC 0.22% Add +16.9% 595 $528K
Swisher Financial Concepts, Inc. 0.33% No change 601 $527K
Sfm, LLC 0.39% Reduce -2.9% 594 $527K
Black Diamond Financial, LLC 0.09% Add +6.3% 592 $525K
Plimoth Trust Co. LLC 0.13% Reduce -23.3% 589 $522K
Insight Inv LLC 0.44% Add +16.9% 589 $522K
Key Financial Inc 0.12% Add +1.2% 588 $521K
Newman Dignan & Sheerar, Inc. 0.12% Reduce -1.7% 585 $521K
Pursue Wealth Partners LLC 0.28% Add +9.9% 587 $520K
Mindset Wealth Management, LLC 0.21% — 587 $520K
Susquehanna International Group Ltd. 0.11% New 587 $520K
New Century Financial Group, LLC 0.19% Add +23.6% 586 $519K
Planned Solutions, Inc. 0.21% Add +4.8% 584 $517K
Pine Harbor Wealth Management, LLC 0.26% No change 582 $516K
Paradigm Asset Management Co. LLC 0.13% No change 581 $515K
Strategic Family Wealth Counselors, L.L.C. 0.18% Add +3.0% 578 $512K
Jupiter Wealth Management LLC 0.26% No change 578 $512K
Trust Co of the South 0.11% No change 578 $512K
New England Research & Management, Inc. 0.24% New 575 $510K
Three Bridge Wealth Advisors, LLC 0.19% No change 574 $509K
Strata Wealth Advisors, LLC 0.16% Add +7.3% 573 $508K
Carmel Capital Partners, LLC 0.20% Reduce -9.2% 572 $507K
Optivise Advisory Services LLC 0.27% Reduce -6.5% 571 $506K
Scholtz & Company, LLC 0.24% Reduce -3.7% 568 $504K
Willner & Heller, LLC 0.45% Add +28.5% 568 $503K
Elevatus Welath Management 0.16% Add +2.9% 566 $501K
Johnson Bixby & Associates, LLC 0.08% Add +20.2% 566 $501K
Paradigm, Strategies in Wealth Management, LLC 0.33% Add +37.8% 565 $501K
Independent Family Office, LLC 0.25% Add +14.0% 570 $499K
Gradient Capital Advisors, LLC 0.17% Add +8.3% 563 $499K
Hamilton Capital, LLC 0.04% Add +95.2% 570 $498K
Constitution Capital LLC 0.27% Reduce -3.4% 562 $498K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.05% No change 562 $498K
MAS Advisors LLC 1.06% Add +8.5% 561 $497K
Blue Investment Partners LLC 0.20% No change 561 $497K
Kelleher Financial Advisors 0.19% No change 561 $497K
Clarity Capital Partners LLC 0.29% Reduce -25.6% 560 $496K
CWS Financial Advisors, LLC 0.18% Reduce -9.7% 560 $496K
Ascent Wealth Partners, LLC 0.07% Add +4.1% 559 $496K
Waycross Investment Management Co 0.46% Add +3.1% 558 $495K
Burford Brothers, Inc. 0.26% Reduce -0.2% 558 $495K
Heritage Investment Group, Inc. 0.09% Add +15.5% 558 $495K
First Financial Bankshares Inc 0.01% Add +0.9% 558 $495K
Saxony Capital Management, LLC 0.45% Add +1.8% 558 $494K
Saxon Interests, Inc. 0.22% Add +0.4% 556 $493K
McGlone Suttner Wealth Management, Inc. 0.10% Add +16.3% 556 $493K
Successful Portfolios LLC 0.33% Add +35.8% 554 $491K
Invenio Wealth Partners LLC 0.21% Add +4.5% 553 $490K
Symphony Financial Services, Inc. 0.42% Add +56.5% 864 $490K
Pacific Sun Financial Corp 0.27% Reduce -5.2% 552 $489K
Avity Investment Management Inc. 0.04% Reduce -4.3% 551 $488K
Cutter & CO Brokerage, Inc. 0.11% Add +0.4% 551 $488K
StoneCrest Wealth Management, Inc. 0.35% No change 550 $488K
Gateway Advisory, LLC 0.08% Reduce -13.0% 550 $488K
Gray Wealth Management Inc. 0.19% Reduce -0.5% 548 $486K
Bear Mountain Capital, Inc. 0.19% No change 542 $485K
Summitry LLC 0.02% Add +89.9% 547 $485K
Charter Research & Investment Group, Inc. 0.36% No change 547 $485K
Foster Victor Wealth Advisors, LLC 0.04% Add +0.6% 533 $485K
Beaird Harris Wealth Management, LLC 0.04% Reduce -1.3% 547 $485K
Goldstone Financial Group, LLC 0.08% Reduce -8.1% 545 $483K
Covenant Partners, LLC 0.14% Add +29.8% 545 $483K
Dagco, Inc. 0.20% No change 545 $483K
Castleview Partners, LLC 0.28% Add +4.8% 545 $483K
Christensen, King & Associates Investment Services, Inc. 0.23% Reduce -6.4% 544 $483K
Matrix Asset Advisors Inc. 0.05% No change 544 $482K
Farrell Financial LLC 0.34% Add +3.6% 511 $482K
Harmony Asset Management LLC 0.18% Add +27.5% 543 $481K
Cornerstone Enterprises, LLC 0.30% Add +2.8% 543 $481K
Boothbay Fund Management, LLC 0.02% New 543 $481K
Landaas & Co. /Wi 0.13% Reduce -0.6% 542 $480K
Empire Financial Management Company, LLC 0.15% Reduce -48.1% 540 $479K
First PREMIER Bank 0.12% Add +61.9% 539 $478K
Everpar Advisors LLC 0.25% Add +3.3% 539 $478K
Readystate Asset Management LP 0.06% New 538 $477K
LWM Advisory Services, LLC 0.35% Add +124.7% 537 $476K
Walker Asset Management, LLC 0.30% Reduce -8.4% 537 $476K
Ledgewood Wealth Advisors, LLC 0.32% No change 535 $474K
Stewardship Advisors, LLC 0.13% New 534 $473K
Unconventional Investor, LLC 0.29% No change 532 $472K
Northwest Bancshares, Inc. 0.08% Reduce -9.5% 531 $471K
Councilor Wealth, LLC 0.23% Add +0.2% 529 $469K
Port Capital LLC 0.02% Reduce -10.0% 529 $469K
Scissortail Wealth Management, LLC 0.11% Reduce -97.9% 11 $469K
Ellenbecker Investment Group 0.09% No change 527 $468K
United Bank 0.05% Reduce -0.2% 526 $466K
Goodman Advisory Group, LLC 0.13% No change 525 $466K
Elite Life Management LLC 1.52% Add +0.4% 525 $465K
Coerente Capital Management 0.09% Reduce -3.7% 525 $465K
Cohen & Steers, Inc. 0.00% Reduce -7.2% 525 $465K
Truepoint, Inc. 0.01% New 524 $465K
Capital Management Associates, Inc 0.19% Add +0.2% 523 $463K
Rodgers & Associates, LTD 0.06% Reduce -1.7% 522 $463K
Royal Fund Management, LLC 0.03% Reduce -39.4% 522 $463K
J. L. Bainbridge & Co., Inc. 0.04% No change 521 $462K
Sagace Wealth Management LLC 0.36% New 519 $462K
Alaska Wealth Advisors, LLC 0.07% Reduce -1.5% 520 $461K
Mullaney, Keating & Wright, Inc. 0.32% Add +3.0% 520 $461K
Clifford Group, LLC 0.36% Reduce -5.0% 519 $461K
Dynamic Wealth Strategies, LLC 0.37% Reduce -13.5% 518 $459K
Wealthcare Capital Management LLC 0.05% Add +0.2% 518 $459K
Annis Gardner Whiting Capital Advisors, LLC 0.13% Reduce -9.8% 517 $458K
Barnes Pettey Financial Advisors, LLC 0.37% Reduce -20.8% 517 $458K
Aureus Asset Management, LLC 0.03% Add +1.6% 517 $458K
Miramar Capital, LLC 0.11% Reduce -11.5% 515 $457K
Yarbrough Capital, LLC 0.02% New 515 $457K
CAP Partners, LLC 0.34% Reduce -0.4% 513 $455K
Riverstone Advisors, LLC 0.26% Add +15.8% 513 $455K
RS Crum Inc. 0.11% No change 512 $454K
Indie Asset Partners, LLC 0.34% Add +71.4% 509 $451K
Vicus Capital 0.04% Reduce -11.2% 509 $451K
Brio Consultants, LLC 0.07% New 507 $449K
Delta Investment Management, LLC 0.09% Add +8.1% 506 $449K
Campbell Newman Asset Management Inc. 0.03% No change 505 $448K
Walled Lake Planning & Wealth Management, LLC 0.17% Add +0.2% 505 $448K
Nemes Rush Group LLC 0.06% Reduce -1.0% 610 $447K
REAP Financial Group, LLC 0.11% Add +79.0% 503 $446K
Shulman DeMeo Asset Management LLC 0.11% Reduce -2.1% 502 $445K
Capital Advisory Group Advisory Services, LLC 0.18% No change 502 $445K
DDFG, Inc 0.13% No change 501 $444K
Birchcreek Wealth Management, LLC 0.29% Add +3.7% 501 $444K
Lockerman Financial Group, Inc. 0.75% No change 500 $443K
Eight 31 Financial, LLC 0.34% Reduce -4.2% 500 $443K
VERITY Wealth Advisors 0.31% No change 500 $443K
BOCHK Asset Management Ltd 0.13% Reduce -31.5% 500 $443K
Poplar Forest Capital LLC 0.06% No change 500 $443K
Avenir Corp. 0.04% No change 500 $443K
Greenhouse Wealth Management, LLC 0.30% Add +0.2% 500 $443K
AlphaCentric Advisors LLC 0.33% Reduce -6.5% 499 $442K
WealthCollab, LLC 0.29% No change 496 $440K
Trust Co 0.05% Reduce -36.0% 496 $440K
Acorn Wealth Advisors, LLC 0.19% Add +14.3% 496 $440K
Schaeffer Financial LLC 0.44% No change 493 $437K
Wolff Wiese Magana LLC 0.30% Reduce -2.6% 493 $437K
Verum Partners LLC 0.13% Add +1.7% 491 $436K
E&G Advisors, LLC 0.12% Add +22.1% 491 $435K
Eagle Bay Advisors LLC 0.17% Reduce -11.7% 491 $435K
Financial Management Professionals, Inc. 0.05% Reduce -0.4% 490 $434K
626 Financial, LLC 0.24% No change 488 $433K
Aletheian Wealth Advisors LLC 0.25% Reduce -75.7% 487 $432K
Glass Jacobson Investment Advisors llc 0.14% Add +69.1% 487 $432K
Warren Street Wealth Advisors, LLC 0.18% Add +2.5% 484 $429K
Yeomans Consulting Group, Inc. 0.16% Reduce -11.8% 484 $429K
Detalus Advisors, LLC 0.14% Add +8.1% 483 $428K
KFA Private Wealth Group, LLC 0.20% Add +25.9% 482 $427K
New Republic Capital, LLC 0.24% Reduce -23.0% 481 $427K
Diversified, LLC 0.05% Reduce -6.1% 480 $426K
Diversified Enterprises, LLC 0.05% — 480 $426K
High Note Wealth, LLC 0.12% No change 478 $424K
Spectrum Wealth Advisory Group, LLC 0.24% Reduce -29.8% 477 $423K
Allen Capital Group, LLC 0.05% Add +18.1% 477 $423K
Encompass More Asset Management 0.16% New 477 $423K
Martin Investment Management, LLC 0.10% Reduce -8.6% 477 $423K
Williams & Novak, LLC 0.39% No change 476 $422K
Versant Capital Management, Inc 0.10% Add +3.0% 473 $419K
Vima LLC 0.86% Reduce -7.3% 472 $419K
Sharkey, Howes & Javer 0.06% No change 471 $418K
Means Investment Co., Inc. 0.05% Add +0.6% 471 $418K
Prelude Capital Management, LLC 0.03% New 470 $417K
Semus Wealth Partners LLC 0.29% Add +37.4% 470 $417K
Townsend & Associates, Inc 0.04% No change 463 $416K
Fonville Wealth Management LLC 0.14% Add +6.1% 469 $416K
USAdvisors Wealth Management, LLC 0.15% Reduce -3.9% 369 $416K
Portfolio Design Labs, LLC 0.12% Add +95.0% 468 $415K
Bourgeon Capital Management LLC 0.08% Reduce -24.2% 466 $413K
Clay Northam Wealth Management, LLC 0.28% Add +12.0% 466 $413K
Founders Capital Management 0.25% Add +1.3% 466 $413K
Acorn Creek Capital LLC 0.22% Add +5.9% 465 $412K
Armor Investment Advisors, LLC 0.17% No change 463 $410K
TrueMark Investments, LLC 0.13% Reduce -44.7% 461 $409K
Morris Financial Concepts, Inc. 0.17% Reduce -0.2% 458 $406K
Westshore Wealth, LLC 0.17% No change 458 $406K
Hutchens & Kramer Investment Management Group, LLC 0.23% Add +2.0% 462 $406K
Clean Yield Group 0.13% No change 456 $404K
Meritas Wealth Management, LLC 0.25% Reduce -8.8% 456 $404K
Abel Hall, LLC 0.26% Add +6.3% 456 $404K
Geneva Partners, LLC 0.17% Add +0.4% 454 $402K
Tobam 0.07% Add +22.8% 453 $402K
Cambridge Financial Group, LLC 0.17% Reduce -2.2% 453 $402K
Family Investment Center, Inc. 0.10% Add +21.5% 452 $401K
TrueWealth Advisors, LLC 0.13% Add +33.3% 452 $401K
Curated Wealth Partners LLC 0.05% Add +0.2% 452 $401K
HHM Wealth Advisors, LLC 0.06% Add +3.4% 451 $400K
Hill Investment Group Partners, LLC 0.06% Reduce -2.7% 473 $400K
Alliance Wealth Advisors, LLC 0.23% No change 451 $400K
Summit Wealth & Retirement Planning, Inc. 0.13% Add +6.9% 451 $400K
FSA Wealth Management LLC 0.16% — 450 $399K
Summit X, LLC 0.10% Reduce -15.2% 469 $399K
Saiph Capital, LLC 0.19% No change 449 $398K
Birchbrook, Inc. 0.22% No change 447 $396K
Clark Asset Management, LLC 0.09% New 446 $396K
RBA Wealth Management, LLC 0.15% No change 445 $394K
Quantum Private Wealth, LLC 0.13% Reduce -3.9% 444 $394K
Etfidea, LLC 0.12% Reduce -3.5% 443 $393K
Paladin Advisory Group, LLC 0.29% No change 442 $392K
Cornerstone Capital, Inc. 0.04% No change 442 $392K
Ironsides Asset Advisors, LLC 0.11% Add +20.5% 441 $391K
Twin Peaks Wealth Advisors, LLC 0.18% Reduce -0.7% 440 $390K
PCG Wealth Advisors, LLC 0.15% No change 440 $390K
Intact Investment Management Inc. 0.01% New 440 $390K
Howard Wealth Management, LLC 0.23% Add +0.9% 439 $389K
Security National Bank of So Dak 0.22% No change 439 $389K
Cary Street Partners Asset Management LLC 0.05% Add +2.1% 438 $389K
Seaside Wealth Management, Inc. 0.15% No change 438 $388K
Ariadne Wealth Management, LP 0.21% New 424 $388K
GSG Advisors LLC 0.13% Add +15.4% 441 $387K
Investment Advisory Group, LLC 0.13% New 436 $387K
Gunderson Capital Management LLC 0.16% Add +47.0% 435 $385K
WMG Financial Advisors, LLC 0.17% Reduce -2.3% 434 $385K
NCM Capital Management, LLC 0.18% No change 433 $384K
Arvest Bank Trust Division 0.02% — 433 $384K
N.E.W. Advisory Services LLC 0.04% Add +13.1% 432 $383K
Round Rock Advisors LLC 0.09% Add +39.4% 432 $383K
Gordian Advisors LLC 0.31% New 432 $383K
One Wealth Map LLC 0.23% No change 428 $383K
Braun-Bostich & Associates Inc. 0.27% Reduce -5.3% 431 $382K
Stordahl Capital Management, Inc. 0.09% No change 435 $382K
Dock Street Asset Management Inc. 0.05% Reduce -3.6% 430 $381K
Creative Capital Management Investments LLC 0.16% Add +30.4% 429 $380K
Viawealth, LLC 0.22% Reduce -2.5% 428 $380K
Opal Wealth Advisors, LLC 0.12% Add +0.2% 428 $379K
Penserra Capital Management LLC 0.01% Reduce -2.3% 429 $379K
Guerra Pan Advisors, LLC 0.30% No change 427 $379K
Portland Global Advisors LLC 0.05% No change 427 $379K
Martin Capital Partners, LLC 0.19% No change 425 $377K
Narus Financial Partners, LLC 0.14% Add +2.4% 425 $377K
Moulton Wealth Management, Inc. 0.31% No change 426 $377K
Hoey Investments, Inc. 0.07% No change 443 $377K
WFA of San Diego, LLC 0.32% Reduce -2.3% 425 $377K
Nicollet Investment Management, Inc. 0.13% No change 425 $376K
HRC Wealth Management, LLC 0.24% No change 423 $375K
Peterson Wealth Advisors, LLC 0.07% Add +3.9% 422 $374K
Maia Wealth LLC 0.09% Add +18.1% 418 $374K
Mason Investment Advisory Services, Inc. 0.02% Reduce -27.8% 420 $373K
Cascade Wealth Advisors, Inc 0.27% No change 420 $372K
C M Bidwell & Associates Ltd. 0.23% Reduce -1.2% 420 $372K
Vawter Financial, Ltd. 0.23% Add +17.3% 420 $372K
Seascape Capital Management 0.13% Reduce -0.9% 418 $371K
4J Wealth Management LLC 0.29% No change 418 $371K
Reliant Investment Management, LLC 0.17% Add +6.9% 418 $371K
Staley Capital Advisers Inc. 0.02% Reduce -11.3% 418 $371K
Code Waechter LLC 0.35% — 417 $370K
Rooted Wealth Advisors, Inc. 0.17% Add +26.2% 424 $370K
Mayfair Advisory Group, LLC 0.23% Add +4.2% 419 $370K
Northwest Wealth Management, LLC 0.09% Reduce -0.7% 417 $370K
Foster & Motley Inc. 0.02% Reduce -15.8% 416 $369K
Capital Wealth Planning, LLC 0.00% Add +20.3% 415 $368K
Meridian Financial Partners LLC 0.19% Add +3.5% 414 $367K
One Plus One Wealth Management, LLC 0.22% No change 413 $366K
Harbor Group, Inc. 0.08% No change 413 $366K
Archvest Wealth Advisors, Inc. 0.23% No change 410 $363K
FWG Holdings, LLC 0.18% Add +10.6% 408 $363K
Widmann Financial Services, Inc. 0.28% Reduce -19.6% 410 $363K
Gilbert & Cook, Inc. 0.05% Add +1.0% 409 $363K
Quantbot Technologies LP 0.01% Add +182.1% 409 $363K
Whitaker-Myers Wealth Managers, LTD. 0.12% New 409 $362K
Long Road Investment Counsel, LLC 0.14% No change 408 $362K
Heritage Wealth Partners, LLC 0.43% No change 408 $362K
Edge Financial Advisors LLC 0.32% Reduce -5.3% 408 $362K
Acute Investment Advisory, LLC 0.21% No change 407 $361K
Raleigh Capital Management Inc. 0.14% Add +9.4% 406 $360K
Israel Discount Bank of New York 0.54% Reduce -6.0% 406 $360K
Meridian Wealth Partners, LLC 0.06% Reduce -6.0% 406 $360K
Guidance Point Advisors, LLC 0.11% Reduce -1.0% 405 $360K
Jeppson Wealth Management, LLC 0.13% Reduce -11.6% 405 $359K
Ferguson Shapiro LLC 0.13% No change 405 $359K
Allstate Corp. 0.03% Reduce -74.1% 405 $359K
SP Asset Management LLC 0.03% Reduce -0.3% 402 $357K
HMS Capital Management, LLC 0.17% No change 401 $355K
Summit Financial Wealth Advisors, LLC 0.07% No change 401 $355K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.18% Reduce -42.9% 400 $355K
Denver Wealth Management, Inc. 0.16% No change 400 $355K
Legacy Investment Solutions, LLC 0.22% — 380 $355K
Legacy Wealth Managment, LLC 0.22% — 380 $355K
Precedent Wealth Partners, LLC 0.12% Reduce -4.5% 400 $355K
Seed Wealth Management, Inc. 0.28% Reduce -21.4% 400 $355K
Hudson Capital Management LLC 0.12% No change 400 $355K
Wealth Advisory Solutions, LLC 0.10% Add +12.7% 400 $355K
Eldridge Investment Advisors, Inc. 0.08% No change 399 $354K
Titleist Asset Management, LLC 0.05% Reduce -9.1% 399 $353K
Tower Wealth Partners, Inc. 0.21% Add +5.3% 398 $353K
Security Financial Services, INC. 0.07% Reduce -5.9% 398 $353K
Halpern Financial, Inc. 0.09% No change 401 $352K
Tillman Hartley LLC 0.10% No change 397 $352K
Kure Advisory, LLC 0.31% Add +0.3% 395 $350K
J.Safra Asset Management Corp 0.03% No change 395 $350K
Capital City Trust Co. 0.09% Add +4.2% 394 $349K
Rockbridge Investment Management, LCC 0.05% No change 393 $349K
Motive Wealth Advisors 0.21% No change 410 $348K
Lincoln Capital Corp. 0.14% Reduce -13.4% 393 $348K
Schonfeld Strategic Advisors LLC 0.00% Reduce -69.9% 393 $348K
Aspen Investment Management Inc 0.16% No change 393 $348K
Syntax Research, Inc. 0.24% No change 392 $348K
Tuttle Capital Management, LLC 1.89% Add +15.0% 391 $347K
Stonehearth Capital Management, LLC 0.14% Reduce -4.2% 391 $347K
LifePlan Investment Advisors, Inc. 0.22% Reduce -3.2% 391 $346K
Libra Wealth LLC 0.14% No change 390 $346K
MPS Loria Financial Planners, LLC 0.10% Add +0.3% 389 $345K
Cottonwood Capital Advisors, LLC 0.25% Reduce -2.0% 387 $343K
Foguth Wealth Management, LLC. 0.12% Add +1.3% 385 $343K
Austin Private Wealth, LLC 0.03% Add +0.8% 385 $341K
University of Texas/Texas Am Investment Management Co. 0.06% No change 384 $340K
Lathrop Investment Management Co. 0.06% No change 384 $340K
Montis Financial, LLC 0.12% Add +2.4% 383 $340K
HighMark Wealth Management LLC 0.19% Reduce -0.3% 383 $339K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.12% Add +14.0% 382 $339K
Rodgers Brothers Inc. 0.04% No change 382 $339K
Cascades Capital Asset Management, LLC 0.19% — 380 $337K
Insight Wealth Partners, LLC 0.21% New 380 $337K
Capco Asset Management, LLC 0.08% No change 380 $337K
Biechele Royce Advisors 0.11% Reduce -6.4% 379 $336K
Riggs Asset Managment Co. Inc. 0.09% Add +0.3% 379 $336K
Great Diamond Partners, LLC 0.09% Reduce -25.8% 379 $336K
Elevation Point Wealth Partners, LLC 0.03% Reduce -65.8% 379 $336K
Tacita Capital Inc 0.22% No change 378 $335K
Hall Laurie J Trustee 0.11% Reduce -10.8% 378 $335K
Brogan Financial, Inc. 0.19% No change 377 $334K
Granite Group Advisors, LLC 0.21% Reduce -1.3% 377 $334K
SWP Financial LLC 0.20% Add +10.3% 376 $333K
MinichMacGregor Wealth Management, LLC 0.07% Add +1.6% 375 $333K
Jackson Hole Capital Partners, LLC 0.07% No change 373 $331K
Per Stirling Capital Management, LLC. 0.05% Reduce -8.1% 373 $330K
SGL Investment Advisors, Inc. 0.17% — 357 $330K
HF Advisory Group, LLC 0.15% Add +0.3% 371 $329K
Pasadena Private Wealth, LLC 0.07% Reduce -16.9% 370 $328K
Isthmus Partners, LLC 0.04% No change 370 $328K
Symmetry Partners, LLC 0.08% Reduce -83.1% 370 $328K
Tucker Asset Management LLC 0.08% No change 370 $328K
Navis Wealth Advisors, LLC 0.35% No change 369 $327K
Novak & Powell Financial Services, Inc. 0.19% Add +38.2% 369 $327K
Wells Trecaso Financial Group, LLC 0.11% Add +6.0% 369 $327K
Source Financial Advisors LLC 0.10% Reduce -0.3% 369 $327K
Rather & Kittrell, Inc. 0.08% Add +0.6% 368 $326K
Worth Financial Advisory Group, LLC 0.19% Add +48.6% 367 $325K
Significant Wealth Partners LLC 0.17% Add +7.0% 367 $325K
Retirement Income Solutions, Inc. 0.07% Reduce -5.2% 367 $325K
Kingdom Financial Group LLC. 0.24% Reduce -16.4% 367 $325K
Sabal Trust CO 0.02% Reduce -12.9% 365 $324K
Elgethun Capital Management 0.08% No change 365 $323K
Intellectus Partners, LLC 0.08% Add +2.0% 364 $323K
Better Money Decisions, LLC 0.23% No change 363 $322K
Accretive Wealth Partners, LLC 0.13% Reduce -57.2% 363 $322K
Charles Schwab Trust Co 0.03% Reduce -67.8% 362 $321K
Meixler Investment Management, Ltd. 0.24% Reduce -17.9% 361 $320K
Koa Wealth Management, LLC 0.25% No change 361 $320K
MGB Wealth Management, LLC 0.12% No change 360 $319K
Lynch & Associates 0.07% No change 360 $319K
MBB Public Markets I LLC 0.03% Reduce -98.9% 360 $319K
Tobias Financial Advisors, Inc. 0.06% Add +3.5% 359 $319K
Granite Harbor Advisors, Inc. 0.19% Add +23.8% 359 $318K
Firethorn Wealth Partners, LLC 0.16% Add +3.5% 358 $318K
Summit Financial Strategies, Inc. 0.04% Reduce -9.8% 358 $317K
LifePro Asset Management 0.19% No change 358 $317K
Silver Lake Advisory, LLC 0.07% Add +0.3% 357 $316K
Midwest Financial Group LLC 0.19% Add +1.4% 356 $316K
Buck Wealth Strategies, LLC 0.10% Add +0.3% 353 $313K
New Covenant Trust Company, N.A. 0.30% Reduce -1.1% 353 $313K
First Financial Bank - Trust Division 0.03% Add +16.6% 352 $312K
Cascade Investment Advisors, Inc. 0.20% No change 351 $311K
Armbruster Capital Management, Inc. 0.06% Add +2.0% 351 $311K
Lorne Steinberg Wealth Management Inc. 0.09% No change 351 $311K
Towercrest Capital Management 0.05% No change 351 $311K
Promethium Advisors,llc 0.22% — 351 $311K
First Citizens Financial Corp 0.16% Reduce -43.3% 350 $310K
Montz Harcus Wealth Management LLC 0.18% Reduce -2.2% 349 $310K
Financial Council, LLC 0.16% No change 349 $309K
Occidental Asset Management, LLC 0.05% Reduce -9.1% 348 $309K
Fort, L.P. 0.78% Add +9.1% 347 $308K
Soundwatch Capital LLC 0.05% New 347 $308K
Alliance Wealth Management Group 0.08% No change 347 $308K
Team Financial Group, LLC 0.18% Add +0.9% 347 $308K
Objective Capital Management, LLC 0.18% — 347 $307K
Millennium Capital Advisors, LLC 0.20% Add +1.2% 346 $307K
Penobscot Wealth Management 0.17% Add +3.3% 345 $306K
Verus Financial Partners, Inc. 0.03% Add +1.5% 346 $304K
Sensible Money, LLC 0.13% No change 342 $303K
Lynx Investment Advisory 0.22% Add +10.7% 341 $303K
WNY Asset Management, LLC 0.04% Reduce -6.8% 340 $302K
Vanguard Capital Wealth Advisors 0.32% Reduce -70.4% 340 $302K
Cornerstone Wealth Advisors, Inc. 0.08% No change 340 $302K
Atlas Wealth Partners, LLC 0.46% No change 340 $301K
Beddow Capital Management Inc. 0.13% No change 340 $301K
Alexander Labrunerie & Co., Inc. 0.14% Add +3.7% 339 $301K
Lansing Street Advisors 0.11% Add +31.4% 339 $300K
Cora Capital Advisors LLC 0.15% Reduce -0.3% 338 $300K
Sage Private Wealth Group, LLC 0.24% No change 337 $299K
FSB Premier Wealth Management, Inc. 0.12% Add +7.3% 337 $299K
GoalFusion Wealth Management, LLC 0.17% No change 336 $298K
Flaharty Asset Management, LLC 0.04% No change 335 $297K
Latitude Advisors, LLC 0.17% Add +1.2% 335 $297K
Addison Advisors LLC 0.08% Add +113.5% 333 $295K
Great Point Wealth Advisors, LLC 0.06% Add +37.0% 333 $295K
CGC Financial Services, LLC 0.12% Reduce -11.7% 332 $294K
Northeast Financial Group, Inc. 0.11% Reduce -7.3% 331 $294K
Vantage Financial Partners, LLC 0.07% Reduce -26.9% 332 $294K
Reston Wealth Management LLC 0.11% No change 331 $294K
BluePointe Capital Management, LLC 0.19% Reduce -3.2% 331 $293K
Wagner Wealth Management, LLC 0.08% Reduce -6.0% 330 $293K
Carson Advisory Inc. 0.18% Reduce -3.8% 329 $292K
Drucker Wealth 3.0, LLC 0.07% Add +5.8% 329 $292K
Coston, McIsaac & Partners 0.08% Reduce -3.0% 329 $291K
Wealthquest Corp 0.03% Reduce -44.6% 331 $291K
Warwick Investment Management, Inc. 0.07% Add +16.8% 327 $290K
Schulz Wealth, LTD. 0.22% No change 326 $289K
Hourglass Capital, LLC 0.08% No change 326 $289K
Murphy Pohlad Asset Management LLC 0.12% No change 326 $289K
Cedar Mountain Advisors, LLC 0.07% No change 326 $289K
Omnia Family Wealth, LLC 0.12% Add +14.4% 325 $288K
Gold Investment Management Ltd. 0.12% No change 325 $288K
Westend Capital Management, LLC 0.10% No change 325 $288K
Wittenberg Investment Management, Inc. 0.09% Reduce -52.8% 325 $288K
Grand Jean Capital Management Inc. 0.06% No change 325 $288K
Almanack Investment Partners, LLC. 0.05% No change 325 $288K
Blankinship & Foster, LLC 0.07% No change 323 $286K
Merkkuri Wealth Advisors LLC 0.22% New 321 $285K
Blue Bell Private Wealth Management, LLC 0.05% Add +3.5% 321 $285K
Blue Zone Wealth Advisors, LLC 0.09% Add +31.1% 320 $284K
Johnson & White Wealth Management, LLC 0.24% New 319 $283K
New Jersey Better Educational Savings Trust 0.53% No change 319 $283K
Smithbridge Asset Management Inc. 0.05% Reduce -0.6% 319 $283K
Spectrum Planning & Advisory Services Inc. 0.27% Add +0.3% 319 $282K
Barings LLC 0.01% Reduce -36.1% 318 $282K
Tidemark, LLC 0.12% Add +1.9% 317 $281K
Cahill Wealth Management, LLC 0.15% Add +19.6% 317 $281K
Sharp Wealth Advisory, LLC 0.22% Reduce -10.7% 317 $281K
Gould Capital, LLC 0.18% Add +2.3% 317 $281K
MADDEN SECURITIES Corp 0.12% Reduce -33.4% 317 $281K
Talisman Wealth Advisors LLC 0.30% Add +1.0% 317 $280K
Burr Financial Services, LLC 0.20% No change 316 $280K
Arvest Investments, Inc. 0.04% Add +19.3% 316 $280K
HughesLittle Investment Management Ltd. 0.06% No change 315 $279K
Capasso Planning Partners LLC 0.08% No change 314 $278K
White Lighthouse Investment Management Inc. 0.05% New 314 $278K
Parkside Investments, LLC 0.04% Reduce -30.1% 313 $278K
Seven Post Investment Office LP 0.04% No change 313 $277K
Baker Tilly Wealth Management, LLC 0.12% Reduce -42.9% 312 $277K
Alpha Omega Group, Inc. 0.38% No change 312 $277K
Villere St Denis J & Co. LLC 0.02% No change 312 $277K
Center for Financial Planning, Inc. 0.04% No change 311 $276K
Lesa Sroufe & Co 0.26% No change 310 $275K
Ameraudi Asset Management, Inc. 0.12% No change 309 $274K
Sage Investment Advisers LLC 0.28% Add +2.3% 307 $272K
Chemung Canal Trust Co. 0.05% Reduce -13.3% 306 $271K
Evolution Wealth Advisors, LLC 0.05% Add +11.7% 306 $271K
Martel Wealth Advisors LLC 0.06% No change 307 $271K
Walker Financial Services, Inc. 0.18% Add +8.9% 306 $271K
Pflug Koory, LLC 0.02% — 305 $270K
MRA Advisory Group 0.15% Reduce -25.8% 305 $270K
Sterling Group Wealth Management, LLC 0.14% No change 304 $270K
Emerald Mutual Fund Advisers Trust 0.01% No change 304 $270K
Rovin Capital /Ut/ 0.10% New 304 $269K
MBE Wealth Management, LLC 0.15% Add +7.8% 303 $269K
Tennessee Valley Asset Management Partners 0.04% Reduce -3.2% 303 $269K
West Michigan Advisors, LLC 0.08% Reduce -43.0% 303 $269K
Cherrydale Wealth Management, LLC 0.11% No change 302 $268K
Capital Investment Services of America, Inc. 0.03% No change 302 $268K
Financial Avengers, Inc. 0.13% Add +6.7% 301 $267K
Private Capital Management, LLC 0.03% Add +2.4% 301 $267K
Bowman & Co S.C. 0.14% No change 300 $266K
Perkins Capital Management Inc. 0.25% No change 300 $266K
Grace & White Inc. 0.05% No change 300 $266K
First American Bank 0.02% No change 300 $266K
Cottage Street Advisors LLC 0.14% Add +2.0% 300 $266K
Beacon Financial Strategies CORP 0.18% Reduce -1.6% 299 $265K
Bridgefront Capital, LLC 0.10% Reduce -80.8% 299 $265K
TPG Financial Advisors, LLC 0.12% Reduce -6.9% 298 $264K
OxenFree Capital LLC 0.21% Add +3.5% 298 $264K
New Insight Wealth Advisors 0.14% Add +5.0% 297 $264K
Fairfield, Bush & Co. 0.16% Add +3.5% 297 $263K
Baron Wealth Management LLC 0.13% New 297 $263K
Blue Square Asset Management, LLC 0.14% No change 297 $263K
Rakuten Securities, Inc. 0.11% Reduce -6.3% 296 $262K
McCarthy & Cox 0.10% New 296 $262K
Mosley Wealth Management 0.18% No change 294 $261K
Fiducient Advisors LLC 0.03% New 294 $261K
Quartz Partners, LLC 0.16% — 294 $260K
Sunburst Financial Group, LLC 0.07% Add +14.4% 293 $260K
Providence Capital Advisors, LLC 0.05% No change 293 $260K
One Wealth Advisors, LLC 0.04% Add +1.0% 293 $260K
Planning Directions Inc. 0.15% Reduce -26.7% 291 $258K
Pacific Wealth Strategies Group, Inc. 0.19% No change 291 $258K
Kades & Cheifetz LLC 0.15% Add +0.3% 291 $258K
Boston Research & Management Inc. 0.06% No change 290 $257K
Sterling Financial Group, Inc. 0.11% No change 289 $256K
Single Point Partners, LLC 0.41% Add +0.3% 288 $255K
Peak Planning Group, LLC 0.11% No change 287 $254K
GW&K Investment Management, LLC 0.00% Add +15.3% 286 $254K
Syntegra Private Wealth Group, LLC 0.03% Reduce -3.4% 286 $254K
Regimen Wealth, LLC 0.08% No change 285 $253K
Financial Network Wealth Advisors LLC 0.21% Add +4.4% 285 $253K
Friedenthal Financial 0.15% Reduce -16.4% 285 $252K
VestGen Investment Management 0.07% Add +6.4% 284 $252K
Global Financial Private Client, LLC 0.10% Add +34.6% 284 $252K
Hurlow Wealth Management Group, Inc. 0.08% No change 283 $251K
Syverson Strege & Co 0.08% Reduce -42.2% 283 $251K
FreeGulliver LLC 0.15% New 282 $250K
JNBA Financial Advisors 0.03% Reduce -5.4% 282 $250K
Nexus Investment Management ULC 0.02% No change 282 $250K
Fiduciary Financial Group, LLC 0.06% New 280 $249K
ProVise Management Group, LLC 0.02% Reduce -4.4% 281 $249K
Operose Advisors LLC 0.08% Add +5.6% 281 $249K
Phillips Financial Management, LLC 0.02% Add +4.9% 280 $248K
Wealthspan Partners, LLC 0.12% Add +4.5% 279 $247K
Oxinas Partners, LLC 0.15% Add +0.4% 279 $247K
Marshall Financial Group, LLC 0.06% Add +6.9% 278 $247K
Woodward Diversified Capital, LLC 0.16% Reduce -2.1% 278 $246K
Advocate Group LLC 0.04% Reduce -6.7% 278 $246K
Wall Street Financial Group, Inc. 0.26% New 277 $246K
D L Carlson Investment Group Inc. 0.04% No change 277 $246K
Cabot Wealth Management Inc. 0.03% Add +7.8% 277 $246K
Triumph Capital Management 0.09% Reduce -2.1% 276 $244K
S&T Bank 0.06% No change 275 $244K
Keynote Financial Services LLC 0.19% No change 275 $244K
Maverick Capital 0.00% New 275 $244K
Harbor Advisory Corp. 0.08% New 273 $242K
IAG Wealth Partners, LLC 0.04% No change 273 $242K
C2C Wealth Management, LLC 0.22% No change 275 $240K
Integrity Wealth Solutions LLC 0.14% No change 271 $240K
Sather Financial Group Inc 0.02% New 270 $239K
Koesten, Hirschmann & Crabtree, INC. 0.14% Reduce -9.7% 270 $239K
Center For Asset Management LLC 0.14% Add +3.9% 269 $238K
Gables Capital Management Inc. 0.12% Reduce -4.6% 269 $238K
Campbell Wealth Management 0.02% Reduce -3.6% 269 $238K
Westfuller Advisors, LLC 0.17% — 268 $238K
Concentrum Wealth Management 0.09% New 268 $238K
PFS Partners, LLC 0.14% No change 268 $238K
Horizon Wealth Management, LLC 0.05% Add +4.7% 268 $237K
Monograph Wealth Advisors, LLC 0.03% No change 267 $237K
Provenance Wealth Advisors, LLC 0.03% No change 267 $237K
Pension & Wealth Management Advisors, Inc. 0.12% Add +67.1% 264 $235K
Cardinal Point Capital Management ULC 0.04% New 265 $235K
Watershed Private Wealth LLC 0.09% Add +0.4% 263 $234K
Axiom Financial Strategies, LLC 0.12% New 262 $232K
Sutton Place Investors LLC 0.14% New 261 $231K
Veltria Advisors Corp. 0.09% Reduce -24.4% 260 $230K
Stapp Wealth Management, PLLC 0.37% Add +2.0% 259 $230K
Napatree Capital LLC 0.16% New 259 $230K
Fidelity D & D Bancorp Inc. 0.15% No change 259 $230K
IMA Advisory Services, Inc. 0.05% No change 259 $230K
Register Financial Advisors LLC 0.12% No change 258 $229K
Intrepid Capital Management Inc. 0.13% Add +4.9% 258 $229K
Cullen Investment Group, LTD. 0.03% No change 257 $228K
Awm Capital, LLC 0.03% Add +7.5% 257 $228K
PFG Private Wealth Management, LLC 0.13% Reduce -0.8% 257 $228K
Next Level Private LLC 0.09% Add +2.8% 255 $226K
New World Advisors LLC 0.06% Add +0.4% 255 $226K
Advance Capital Management, Inc. 0.01% Reduce -4.5% 252 $224K
Asset Allocation Strategies LLC 0.06% Add +0.4% 252 $223K
FMB Wealth Management 0.13% No change 251 $223K
Aldebaran Financial Inc. 0.26% No change 250 $222K
Golden Road Advisors LLC 0.17% Add +1.2% 250 $222K
Mendota Financial Group, LLC 0.11% Reduce -7.4% 250 $222K
Crestmont Private Wealth LLC 0.10% Add +1.6% 250 $222K
Investment Management Associates Inc. 0.09% New 250 $222K
Brown Wealth Management, LLC 0.08% Add +4.2% 249 $221K
Cannon Financial Strategists, Inc. 0.04% No change 249 $221K
Grey Fox Wealth Advisors, LLC 0.06% New 248 $220K
Next Capital Management LLC 0.09% Reduce -22.7% 248 $220K
Kelly Financial Services LLC 0.08% No change 248 $220K
Legacy Financial Group, Inc. 0.07% New 251 $219K
Confluence Investment Management LLC 0.00% No change 247 $219K
S. R. Schill & Associates 0.15% Reduce -89.7% 246 $218K
Farmers Trust Co. 0.04% Reduce -9.9% 246 $218K
Accelerate Investment Advisors LLC 0.21% — 245 $217K
Cedar Point Capital Partners, LLC 0.15% No change 245 $217K
Monument Group Wealth Advisors, LLC 0.13% No change 245 $217K
Eaton Financial Holdings Company, LLC 0.09% — 244 $216K
Alesco Advisors, LLC, An ESL Co 0.01% No change 244 $216K
Guardian Wealth Advisors, LLC 0.13% No change 243 $215K
Summit Wealth Partners, LLC 0.04% No change 242 $215K
LCNB Corp. 0.08% Reduce -2.0% 242 $215K
East Coast Asset Management, LLC. 0.07% No change 242 $215K
Inspire Advisors, LLC 0.03% New 241 $214K
DHK Financial Advisors, Inc. 0.13% New 241 $214K
Kidder Stephen W 0.06% No change 241 $214K
Dunhill Financial, LLC 0.11% Add +10.6% 240 $213K
Dumont & Blake Investment Advisors LLC 0.06% Reduce -50.0% 240 $213K
Giverny Capital 0.01% New 240 $213K
Wedge Capital Management L L P 0.00% New 240 $213K
Total Investment Management Inc. 0.02% New 239 $212K
Ami Investment Management Inc. 0.07% Reduce -2.0% 239 $212K
Mine & Arao Wealth Creation & Management, LLC. 0.10% No change 238 $211K
National Wealth Management Group, LLC 0.14% Reduce -79.3% 238 $211K
BBJS Financial Advisors, LLC 0.08% No change 238 $211K
Opus Capital Group, LLC 0.03% No change 238 $211K
CSM Advisors, LLC 0.01% New 237 $211K
Seldon Capital LP 0.12% No change 238 $211K
Cooper/Haims Advisors, LLC 0.12% Reduce -31.0% 238 $211K
Paragon Capital Management Ltd 0.04% Reduce -7.1% 237 $211K
Calton & Associates, Inc. 0.08% New 237 $211K
Well Done, LLC 0.04% Reduce -35.1% 237 $210K
Spectrum Investment Advisors, Inc. 0.14% No change 236 $209K
Paragon Private Wealth Management, LLC 0.10% New 236 $209K
Camelot Portfolios, LLC 0.21% Reduce -66.8% 236 $209K
WINTON GROUP Ltd 0.01% Reduce -92.4% 236 $209K
Waddell & Associates, LLC 0.03% New 235 $209K
WESPAC Advisors SoCal, LLC 0.05% New 235 $208K
Athena Investment Management 0.12% Reduce -2.1% 235 $208K
Stephens Consulting, LLC 0.05% No change 235 $208K
Hill Island Financial LLC 0.06% New 234 $208K
Stone House Investment Management, LLC 0.04% No change 234 $208K
M. Kulyk & Associates, LLC 0.04% New 233 $207K
Parkwoods Wealth Partners, LLC 0.17% — 232 $206K
Astoria Strategic Wealth, Inc. 0.06% New 232 $206K
Thrive Capital Management, LLC 0.10% Reduce -42.4% 231 $205K
Global Wealth Strategies & Associates 0.07% Add +111.9% 231 $205K
CGN Advisors LLC 0.02% New 231 $205K
Planning Center, Inc. 0.03% New 231 $205K
Earnest Partners LLC 0.00% New 230 $204K
Tanglewood Legacy Advisors, LLC 0.09% No change 229 $203K
Uptick Partners, LLC 0.09% New 229 $203K
GoalVest Advisory LLC 0.06% No change 229 $203K
LVZ, Inc. 0.03% New 228 $202K
Worth Asset Management, LLC 0.11% Reduce -66.1% 228 $202K
Brass Tax Wealth Management, Inc. 0.04% Reduce -84.5% 227 $201K
Conscious Wealth Investments, LLC 0.14% New 224 $201K
Newport Capital Group, LLC 0.15% New 227 $201K
Oldfather Financial Services, LLC 0.08% New 226 $200K
Altus Wealth Management, LLC 0.09% New 226 $200K
Grant Street Asset Management, Inc. 0.06% New 226 $200K
Towne Trust Company, N.A 0.07% Reduce -34.6% 225 $199K
Fourpath Capital Management, LLC 0.04% New 220 $195K
WR Wealth Planners, LLC 0.05% Add +0.9% 218 $194K
Ravenstone Capital Management Inc. 0.12% No change 216 $191K
Painted Porch Advisors LLC 0.09% Add +116.5% 210 $186K
Carolina Wealth Advisors, LLC 0.09% Add +4.5% 210 $186K
Nkcfo LLC 0.09% No change 210 $186K
POM Investment Strategies, LLC 0.14% Reduce -13.8% 206 $183K
Cassady Schiller Wealth Management, LLC 0.07% No change 205 $182K
Ogorek Anthony Joseph /NY/ 0.06% No change 201 $178K
Fairman Group, LLC 0.16% No change 200 $177K
Valued Wealth Advisors LLC 0.11% Reduce -1.0% 199 $176K
Capstone Investment Advisors, LLC 0.01% Reduce -90.3% 192 $170K
Byrne Asset Management LLC 0.12% Add +1.1% 191 $169K
Family CFO Inc 0.10% No change 190 $168K
Dakota Community Bank & Trust NA 0.84% No change 188 $167K
Voisard Asset Management Group, Inc. 0.07% Add +7.7% 183 $162K
TruNorth Capital Management, LLC 0.05% Add +6.4% 183 $162K
EnRich Financial Partners LLC 0.05% Reduce -2.1% 182 $161K
Hobbs Group Advisors, LLC 0.06% Add +0.6% 182 $161K
Essex Investment Management Co. LLC 0.03% No change 180 $160K
JDM Financial Group LLC 0.09% Add +3.5% 179 $159K
Ascentis Wealth Management, LLC 0.06% — 176 $156K
Core Alternative Capital 0.03% No change 174 $154K
Fairscale Capital, LLC 0.13% No change 173 $153K
Pin Oak Investment Advisors Inc. 0.14% No change 173 $153K
Mizuho Bank, Ltd. 0.03% Reduce -5.6% 170 $151K
Natixis Investment Managers International 0.01% Reduce -30.9% 170 $151K
Westpac Banking Corp. 0.01% No change 166 $147K
Uncommon Cents Investing LLC 0.04% New 165 $146K
Cherry Tree Wealth Management, LLC 0.03% No change 164 $145K
Adalta Capital Management LLC 0.07% No change 160 $142K
Activest Wealth Management 0.04% Add +0.6% 158 $140K
Jackson, Grant Investment Advisers, Inc. 0.05% No change 157 $139K
Atlantic Edge Private Wealth Management, LLC 0.04% Add +16.3% 157 $139K
LGT Financial Advisors LLC 0.33% Reduce -19.8% 150 $133K
Mizuho Securities Co. Ltd. 0.33% Reduce -37.5% 150 $133K
JCIC Asset Management Inc. 0.05% No change 150 $133K
Ramirez Asset Management, Inc. 0.03% No change 150 $133K
Wiser Advisor Group LLC 0.20% No change 150 $133K
Private Wealth Management Group, LLC 0.05% No change 148 $132K
Cedar Wealth Management, LLC 0.04% No change 142 $126K
CBIZ Investment Advisory Services, LLC 0.01% Reduce -0.7% 141 $126K
SOA Wealth Advisors, LLC. 0.02% Reduce -2.8% 141 $125K
Planning Capital Management Corp 0.08% Reduce -4.1% 139 $123K
PSI Advisors, LLC 0.04% Add +4.5% 139 $123K
Financial Gravity Companies, Inc. 0.03% — 137 $121K
Focused Wealth Management, Inc 0.02% New 135 $120K
AlphaMark Advisors, LLC 0.04% Reduce -18.2% 135 $120K
Ridgewood Investments LLC 0.06% Reduce -2.2% 135 $120K
Bell Investment Advisors, Inc 0.02% No change 132 $117K
Richardson Capital Management LLC 0.08% Reduce -7.8% 131 $116K
True Wealth Design, LLC 0.04% Add +176.6% 130 $115K
New England Capital Financial Advisors LLC 0.06% No change 130 $115K
Cape Investment Advisory, Inc. 0.05% Add +13.2% 129 $115K
Moisand Fitzgerald Tamayo, LLC 0.01% Reduce -1.6% 122 $108K
Acima Private Wealth, LLC 0.04% No change 121 $107K
Manitou Investment Management Ltd. 0.02% Reduce -53.5% 120 $106K
Annapolis Financial Services, LLC 0.03% Reduce -11.8% 119 $105K
Compagnie Lombard Odier SCmA 0.00% Add +6.4% 117 $104K
Covestor Ltd 0.06% No change 114 $102K
Aspire Private Capital, LLC 0.02% No change 113 $100K
Cranbrook Wealth Management, LLC 0.02% Add +8.7% 112 $99K
Proffitt & Goodson Inc. 0.02% Reduce -6.8% 110 $98K
Cornerstone Planning Group LLC 0.03% Reduce -4.5% 107 $95K
South Dakota Investment Council 0.00% No change 100 $89K
DHJJ Financial Advisors, Ltd. 0.04% No change 100 $89K
Piscataqua Savings Bank 0.08% Add +11.1% 100 $89K
Avion Wealth 0.02% Add +2.1% 99 $87K
Bruce G. Allen Investments, LLC 0.07% No change 98 $87K
E Fund Management (Hong Kong) Co., Ltd. 0.05% Add +1483.3% 95 $84K
XY Capital Ltd 0.04% New 93 $82K
Kiely Wealth Advisory Group, Inc. 0.05% No change 87 $81K
Spectrum Wealth Counsel, LLC 0.01% Reduce -84.5% 88 $78K
Iron Horse Wealth Management, LLC 0.03% Add +20.8% 87 $77K
Clear Point Advisors Inc. 0.06% No change 87 $77K
Country Trust Bank 0.00% No change 86 $76K
Pingora Partners LLC 0.05% Reduce -30.0% 84 $74K
Kings Path Partners LLC 0.03% No change 84 $74K
Breakwater Investment Management 0.03% No change 81 $72K
Lowe Wealth Advisors, LLC 0.03% No change 81 $72K
VitalStone Financial, LLC 0.05% New 80 $71K
Avondale Wealth Management 0.04% No change 78 $69K
Ransom Advisory, Ltd 0.03% No change 78 $69K
Steph & Co. 0.02% Add +30.0% 78 $69K
Atlantic Private Wealth, LLC 0.05% New 75 $66K
Christopher J. Hasenberg, Inc 0.03% Add +329.4% 73 $65K
Mowery & Schoenfeld Wealth Management, LLC 0.09% New 65 $58K
ZynergyRetirementPlanningLLC 0.04% No change 62 $55K
Knights of Columbus Asset Advisors LLC 0.00% Add +1120.0% 61 $54K
Your Advocates Ltd., LLP 0.02% No change 59 $52K
DSM Capital Partners LLC 0.00% No change 55 $49K
Bank & Trust Co 0.04% Reduce -3.6% 54 $48K
Aspect Partners, LLC 0.02% Add +6.4% 50 $44K
SWAN Capital LLC 0.02% No change 50 $44K
Ruedi Wealth Management, Inc. 0.01% Reduce -20.3% 47 $42K
Unique Wealth Strategies, LLC 0.02% Reduce -93.1% 46 $41K
Raffa Wealth Management, LLC 0.01% No change 46 $41K
Morton Brown Family Wealth, LLC 0.01% No change 45 $40K
Clear Investment Research, LLC 0.05% New 45 $40K
Elequin Capital, LP 0.09% Add +40.6% 45 $40K
Semmax Financial Advisors Inc. 0.01% No change 42 $39K
Signature Resources Capital Management, LLC 0.04% Reduce -81.7% 43 $38K
Redmont Wealth Advisors LLC 0.06% No change 43 $38K
Cornerstone National Bank & Trust Co 0.02% New 43 $38K
West Financial Advisors, LLC 0.01% No change 41 $36K
Rogco, LP 0.01% No change 41 $36K
SRH Advisors, LLC 0.01% No change 40 $35K
CarsonAllaria Wealth Management, Ltd. 0.02% Add +25.8% 39 $35K
Lam Group, Inc. 0.02% No change 38 $34K
Authentikos Wealth Advisory, LLC 0.03% Reduce -86.9% 36 $32K
Brown Shipley& Co Ltd 0.02% No change 35 $31K
Evolution Advisers, Inc. 0.02% No change 36 $31K
Frazier Financial Advisors, LLC 0.02% Reduce -29.2% 34 $30K
Heck Capital Advisors, LLC 0.00% Reduce -26.7% 33 $29K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -3.1% 31 $27K
New Age Alpha Advisors, LLC 0.02% Add +138.5% 31 $27K
1620 Investment Advisors, Inc. 0.02% Add +7.1% 30 $26K
Studio Investment Management LLC 0.01% No change 29 $26K
Slocum, Gordon & Co LLP 0.01% Reduce -51.7% 28 $25K
Naples Money Management LLC 0.02% Add +58.8% 27 $24K
Barrett & Company, Inc. 0.01% Reduce -10.0% 27 $24K
Quarry LP 0.01% Add +28.6% 27 $24K
RE Dickinson Investment Advisors, LLC 0.01% No change 26 $23K
Evergreen Private Wealth LLC 0.01% No change 25 $22K
Grayhawk Investment Strategies Inc. 0.03% No change 24 $21K
Partnership Wealth Management, LLC 0.01% No change 23 $20K
Fairway Wealth LLC 0.01% Reduce -68.2% 21 $18K
Access Investment Management LLC 0.01% No change 20 $18K
IFS Advisors, LLC 0.01% No change 19 $17K
Financial Freedom, LLC 0.01% Reduce -60.5% 17 $15K
PayPay Securities Corp 1.18% Add +50.0% 15 $13K
Kathleen S. Wright Associates Inc. 0.01% No change 15 $13K
Peterson Financial Group, Inc. 0.05% New 13 $12K
Longfellow Investment Management Co. LLC 0.00% No change 13 $12K
Claris Advisors, LLC / Mo / 0.00% New 12 $11K
Alaska Permanent Fund Corp 0.00% No change 12 $11K
Morgan Dempsey Capital Management LLC 0.00% No change 11 $10K
One River Asset Management, LLC 0.01% New 11 $10K
NewSquare Capital LLC 0.00% No change 10 $9K
Keener Financial Planning LLC 0.01% Reduce -50.0% 11 $9K
Lummis Asset Management, LP 0.01% No change 10 $9K
Chesapeake Asset Management LLC 0.01% Add +42.9% 10 $9K
Disciplina Capital Management LLC 0.00% Reduce -96.5% 8 $7K
Pinpoint Asset Management Ltd 0.00% New 7 $6K
TD Capital Management LLC 0.00% No change 6 $5K
Mfa Wealth Advisors, LLC 0.00% No change 5 $4K
WestEnd Advisors, LLC 0.00% Add +25.0% 5 $4K
FPC Investment Advisory, Inc. 0.00% No change 5 $4K
Perritt Capital Management Inc 0.00% No change 4 $4K
Sanctuary Wealth Management, L.L.C. 0.00% No change 4 $4K
Burkett Financial Services, LLC 0.00% New 4 $4K
AlphaQuest LLC 0.00% Reduce -98.7% 4 $4K
Altshuler Shaham Ltd 0.00% New 4 $4K
Horrell Capital Management, Inc. 0.00% No change 3 $3K
McClarren Financial Advisors, Inc. 0.00% Reduce -29.7% 1,791 $3K
Broadwater Capital Management LLC 0.00% No change 3 $3K
SYSTM Wealth Solutions LLC 0.05% — 2 $2K
Horizon Financial Services, LLC 0.00% Reduce -92.0% 2 $2K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $887
Pathway Financial Advisers, LLC 0.00% Add +75894.4% 338,935 $382

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