Costco WholesaleCOST

13F holders, Q4 2025 (December 31)
4,137holders +196
109new positions
168sold out
18famous investors
$858.15avg. 13F price*

At the end of Q4 2025, 4,137 institutions reported holding Costco Wholesale Corp. (COST) in their 13F filings, up 196 from Q3 2025. 109 opened new positions and 168 sold out. The largest holders were Vanguard Group Inc. ($37.6B), BlackRock, Inc. ($30.3B) and State Street Corp. ($15.6B). 18 famous investors held it, including Ken Fisher (0.9% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.9% of Renaissance Technologies's portfolio) and David E. Shaw (0.6% of D. E. Shaw & Co.'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions109$531.0M
Exits168$553.6M

All 13F filers, Q3 2025 → Q4 2025: 24,589,363 shares bought and 11,462,893 shares sold, net +13,126,470 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4,137 holders

Vanguard Group Inc. 0.55% Add +0.4% 43,620,717 $37.6B
BlackRock, Inc. 0.51% Add +0.9% 35,099,521 $30.3B
State Street Corp. 0.53% Reduce -0.1% 18,147,159 $15.6B
Invesco Ltd. 1.16% Add +241.3% 14,285,297 $12.3B
Geode Capital Management, LLC 0.55% Add +0.3% 10,388,519 $8.9B
Morgan Stanley 0.49% Add +1.1% 9,523,423 $8.2B
Bank of America Corp. 0.42% Reduce -1.9% 6,741,380 $5.8B
FMR LLC 0.29% Reduce -15.8% 6,693,144 $5.8B
Norges Bank 0.56% — 6,024,787 $5.2B
Northern Trust Corp. 0.54% Reduce -2.9% 4,913,721 $4.2B
Royal Bank of Canada 0.60% Add +1.7% 3,952,885 $3.4B
Capital World Investors 0.46% Add +2.0% 3,937,286 $3.4B
Bank of New York Mellon Corp 0.53% Add +5.1% 3,518,341 $3.0B
Charles Schwab Investment Management Inc. 0.44% Add +2.5% 3,282,011 $2.8B
Fisher Asset Management 0.93% Add +1.0% 3,176,286 $2.7B
Wells Fargo & Company 0.51% Reduce -3.9% 3,044,010 $2.6B
JPMorgan Chase & Co. 0.17% Reduce -8.6% 2,980,601 $2.6B
Alliancebernstein L.P. 0.78% Reduce -6.9% 2,848,432 $2.5B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.50% Reduce -10.1% 2,756,886 $2.4B
UBS Group AG 0.46% Reduce -5.0% 2,715,908 $2.3B
Goldman Sachs Group Inc. 0.32% Reduce -29.8% 2,589,394 $2.2B
Amundi 0.67% Reduce -19.6% 2,555,656 $2.2B
Legal & General Group Plc 0.48% Reduce -1.9% 2,492,559 $2.1B
Jennison Associates LLC 1.15% Reduce -21.1% 2,227,635 $1.9B
Nuveen, LLC 0.49% Reduce -13.4% 2,172,719 $1.9B
T. Rowe Price Associates Inc. 0.18% Add +13.4% 1,953,923 $1.7B
Bank of Montreal 0.64% Reduce -4.8% 1,789,763 $1.5B
American Century Companies Inc. 0.76% Add +7.5% 1,741,511 $1.5B
Dimensional Fund Advisors LP 0.30% Reduce -1.9% 1,674,156 $1.4B
Ameriprise Financial Inc. 0.30% Add +3.9% 1,544,884 $1.3B
Barclays PLC 0.49% Reduce -1.6% 1,425,262 $1.2B
Deutsche Bank AG 0.40% Add +25.7% 1,414,746 $1.2B
Raymond James Financial Inc. 0.37% Add +2.2% 1,372,191 $1.2B
Swiss National Bank 0.62% Reduce -5.0% 1,214,460 $1.0B
Principal Financial Group Inc. 0.52% Reduce -2.9% 1,176,203 $1.0B
Assenagon Asset Management S.A. 1.47% Add +1586.8% 1,137,436 $980.9M
HSBC Holdings PLC 0.56% Add +0.7% 1,131,391 $975.4M
California Public Employees Retirement System 0.55% Reduce -4.3% 1,110,190 $957.4M
BNP Paribas Financial Markets 0.61% Add +108.0% 1,102,746 $950.9M
Sumitomo Mitsui Trust Group, Inc. 0.55% Reduce -2.0% 1,084,425 $935.1M
LPL Financial LLC 0.25% Reduce -1.5% 1,066,337 $919.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.58% Add +5.3% 1,006,156 $859.9M
Arrowstreet Capital, Limited Partnership 0.50% Add +140.2% 989,626 $853.4M
Canada Pension Plan Investment Board 0.56% Add +5.1% 974,979 $840.8M
D. E. Shaw & Co. 0.65% Add +97.9% 923,707 $796.5M
National Pension Service 0.59% Reduce -7.9% 919,193 $792.7M
Corient Private Wealth LP 1.01% Add +31.7% 859,419 $741.4M
Franklin Resources Inc. 0.18% Add +1.2% 845,711 $729.3M
Neuberger Berman Group LLC 0.54% Reduce -4.7% 835,578 $720.6M
Rhumbline Advisers 0.58% Reduce -2.5% 831,005 $716.6M
Voloridge Investment Management, LLC 2.51% Add +73.2% 826,708 $712.9M
National Bank of Canada 0.70% Add +31.0% 785,425 $677.2M
Everett Harris & Co. 8.20% Reduce -0.4% 784,138 $676.2M
ProShare Advisors LLC 1.17% Add +38.6% 769,624 $663.7M
TD Asset Management Inc 0.52% Reduce -19.0% 752,300 $648.7M
Stifel Financial Corp. 0.56% Reduce -3.0% 723,877 $624.4M
California State Teachers Retirement System 0.61% Reduce -1.2% 702,394 $605.7M
Renaissance Technologies 0.93% Add +5221.0% 693,002 $597.6M
Parnassus Investments, LLC 1.48% Add +57.6% 662,447 $571.3M
Swedbank AB 0.54% Add +1.4% 642,041 $553.7M
Capital International Investors 0.09% Add +21.6% 640,367 $552.2M
Emerald Advisors, LLC 75.07% Add +2.6% 639,762 $551.7M
Acadian Asset Management LLC 0.91% Add +91.8% 639,411 $551.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.62% Add +115.4% 627,413 $541.1M
PNC Financial Services Group, Inc. 0.29% Add +7.7% 626,294 $540.1M
Citadel Advisors 0.37% Add +29.1% 614,618 $530.0M
Qube Research & Technologies Ltd 0.74% Add +4.7% 602,632 $519.7M
Baird Financial Group, Inc. 0.80% Add +0.9% 598,110 $515.8M
Bessemer Group Inc. 0.79% Reduce -21.0% 593,588 $511.9M
First Trust Advisors LP 0.37% Add +19.7% 586,470 $505.7M
Capital Research Global Investors 0.09% Reduce -33.8% 575,713 $496.5M
APG Asset Management N.V. 1.40% Add +61.9% 671,883 $493.3M
Envestnet Asset Management Inc. 0.14% Reduce -7.0% 564,871 $487.1M
Provident Trust Co. 7.90% Reduce -4.1% 547,266 $471.9M
Citigroup Inc. 0.32% Add +3.1% 546,399 $471.2M
Blair William & Co. 1.21% Reduce -5.5% 521,182 $449.4M
Man Group plc 0.87% Add +29.6% 519,645 $448.1M
US Bancorp \de 0.52% Add +0.7% 517,948 $446.7M
Marshall Wace, LLP 0.43% Add +462.4% 512,030 $441.5M
New York State Common Retirement Fund 0.59% Reduce -1.6% 509,239 $439.1M
Bank Julius Baer & Co. Ltd, Zurich 1.20% Add +32.7% 505,645 $436.2M
SG Americas Securities, LLC 0.53% Add +543.1% 466,754 $402.5M
Russell Investments Group, Ltd. 0.41% Add +12.9% 436,771 $376.8M
Williams Jones Wealth Management, LLC. 4.19% Reduce -1.1% 429,956 $370.8M
HighTower Advisors, LLC 0.40% Reduce -1.3% 419,518 $361.8M
Aviva PLC 0.61% Add +5.5% 417,983 $360.4M
Prudential Financial Inc. 0.43% Add +6.3% 416,854 $359.5M
Capitolis Liquid Global Markets LLC 2.14% Add +36.7% 415,428 $358.2M
Cerity Partners LLC 0.51% Add +0.6% 405,773 $349.9M
Public Employees Retirement Association of Colorado 1.28% Reduce -7.1% 403,618 $348.1M
Caisse de depot et placement du Quebec 0.59% Reduce -4.1% 401,220 $346.0M
Susquehanna International Group, LLP 0.47% Add +33.5% 399,872 $344.8M
Chilton Investment Co. Inc. 7.15% Add +0.4% 396,550 $342.0M
Mariner, LLC 0.41% Reduce -0.9% 396,333 $341.8M
State Board of Administration of Florida Retirement System 0.60% Reduce -2.5% 395,544 $341.1M
Rockefeller Capital Management L.P. 0.61% Add +20.4% 394,311 $340.0M
Scotia Capital Inc. 1.37% Add +2.1% 393,682 $339.5M
Chevy Chase Trust Holdings, LLC 0.92% Reduce -3.4% 393,313 $339.2M
Federated Hermes, Inc. 0.56% Add +4.7% 390,657 $336.9M
Brown Advisory Inc. 0.47% Reduce -21.3% 390,072 $336.4M
Adage Capital Partners Gp, L.L.C. 0.51% Reduce -0.2% 389,577 $335.9M
Janus Henderson Group PLC 0.15% No change 386,163 $333.0M
Bank of Nova Scotia 0.49% Add +118.3% 379,132 $326.9M
Worldquant Millennium Advisors LLC 1.25% Reduce -13.9% 374,504 $322.9M
Squarepoint Ops LLC 0.65% Add +62.6% 370,341 $319.4M
Commonwealth Equity Services, LLC 0.42% Reduce -3.2% 365,291 $315.0M
CANADA LIFE ASSURANCE Co 0.54% Reduce -20.3% 359,630 $310.2M
Aberdeen Group plc 0.48% Reduce -1.6% 356,098 $307.1M
Focus Partners Wealth 0.35% Add +24.7% 348,598 $303.2M
New York State Teachers Retirement System 0.59% Reduce -3.4% 350,222 $302.0M
Victory Capital Management Inc. 0.17% Reduce -1.5% 342,526 $295.4M
Keybank National Association 1.03% Add +0.1% 335,004 $288.9M
Danske Bank A/S 0.67% Add +14.1% 334,495 $288.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.43% Add +7.5% 333,623 $287.7M
Two Sigma Advisers, LP 0.56% Reduce -48.0% 333,400 $287.5M
AQR Capital Management 0.15% Reduce -12.7% 329,534 $284.2M
Schroder Investment Management Group 0.22% Reduce -29.1% 327,382 $283.4M
William Blair Investment Management, LLC 0.79% Add +1.8% 328,468 $283.3M
1832 Asset Management L.P. 0.36% Add +21.8% 327,789 $282.7M
Korea Investment CORP 0.54% Reduce -9.7% 319,518 $275.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.46% Reduce -0.3% 320,557 $275.4M
Cibc World Market Inc. 0.49% Add +5.2% 318,263 $274.5M
Manufacturers Life Insurance Company, The 0.22% Add +12.1% 312,558 $269.5M
Alphinity Investment Management Pty Ltd 2.56% Reduce -28.2% 292,767 $252.5M
Haverford Trust Co 2.24% Reduce -0.7% 291,906 $251.7M
Millennium Management 0.19% Reduce -12.1% 291,896 $251.7M
Truist Financial Corp. 0.33% Reduce -8.0% 290,254 $250.3M
Rathbones Group PLC 0.93% Add +2.2% 274,665 $236.8M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 2.14% Add +0.9% 243,719 $236.5M
Robeco Institutional Asset Management B.V. 0.33% Reduce -28.8% 269,502 $232.4M
Creative Planning 0.16% Add +1.6% 266,196 $229.6M
Osaic Holdings, Inc. 0.33% Reduce -7.2% 263,210 $227.3M
Two Sigma Investments, LP 0.35% Add +3.3% 259,124 $223.5M
DekaBank Deutsche Girozentrale 0.39% No change 280,188 $222.9M
Natixis Advisors, LLC 0.31% Reduce -11.4% 253,404 $218.5M
PFA Pension, Forsikringsaktieselskab 0.61% — 246,476 $213.4M
Healthcare of Ontario Pension Plan Trust Fund 0.36% Add +13.9% 247,238 $213.2M
Capital Counsel LLC 7.96% Add +0.0% 241,679 $208.4M
NEOS Investment Management LLC 1.20% Add +30.0% 239,906 $206.9M
Cetera Investment Advisers 0.23% Reduce -3.1% 239,548 $206.6M
Pictet Asset Management Holding SA 0.20% Add +1.9% 235,774 $203.3M
Mitsubishi UFJ Trust & Banking Corp 0.48% Add +2.8% 234,701 $202.4M
Quantinno Capital Management LP 0.41% Add +18.8% 233,694 $201.5M
State of Wisconsin Investment Board 0.45% Reduce -2.0% 232,243 $200.3M
Brown Brothers Harriman & Co. 1.09% Reduce -1.6% 231,797 $199.9M
Asset Management One Co., Ltd. 0.55% Add +1.6% 227,688 $197.6M
Royal London Asset Management Ltd. 0.41% Reduce -0.8% 228,360 $196.9M
Fifth Third Bancorp 0.61% Reduce -2.1% 224,205 $193.3M
Greenbrier Partners Capital Management, LLC 12.96% Reduce -0.1% 224,059 $193.2M
Mackenzie Financial Corp. 0.23% Add +29.6% 223,248 $192.9M
Mirae Asset Global Investments Co., Ltd. 0.52% Add +19.0% 218,393 $188.3M
Congress Asset Management Co. 1.32% Reduce -2.3% 217,475 $187.5M
Nomura Asset Management Co. Ltd. 0.47% Add +2.8% 217,379 $187.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.40% Add +1.2% 216,731 $186.9M
Banque Transatlantique SA 4.45% Add +3.3% 211,962 $183.6M
Loomis Sayles & Co. L P 0.22% Reduce -4.5% 211,153 $182.1M
Ensign Peak Advisors, Inc 0.32% Reduce -7.1% 207,317 $178.8M
Huntington National Bank 1.44% Reduce -0.4% 206,862 $178.4M
CIBC Asset Management Inc 0.43% Add +34.2% 206,884 $178.4M
Public Employees Retirement System of Ohio 0.54% Reduce -5.1% 202,508 $174.6M
Toronto Dominion Bank 0.31% Add +11.3% 202,346 $174.5M
Hudson Bay Capital Management LP 1.08% Add +56.2% 200,000 $172.5M
M&T Bank Corp 0.55% Add +2.1% 198,776 $171.4M
Nomura Asset Management International Inc. 0.26% — 198,383 $171.1M
Sarasin & Partners LLP 1.77% Reduce -15.8% 197,416 $170.2M
Cibc World Markets Corp. 0.83% — 192,330 $165.9M
Douglass Winthrop Advisors, LLC 2.88% Reduce -1.7% 191,118 $164.8M
D.A. Davidson & Co. 1.00% Reduce -1.2% 188,392 $162.5M
Captrust Financial Advisors 0.31% Add +6.6% 186,667 $161.0M
Northwestern Mutual Wealth Management Co. 0.10% Reduce -1.8% 186,435 $160.8M
TD Waterhouse Canada Inc. 1.00% Add +7.3% 186,468 $160.8M
Treasurer of the State of North Carolina 0.51% Reduce -6.8% 185,983 $160.4M
TCW Group Inc. 1.13% Add +0.9% 182,557 $157.4M
Empower Advisory Group, LLC 0.42% Reduce -0.9% 179,960 $155.2M
Resona Asset Management Co.,Ltd. 0.75% Reduce -1.7% 179,534 $155.0M
Cardano Risk Management B.V. 1.55% Add +0.7% 178,508 $153.9M
Mn Services Vermogensbeheer B.V. 0.91% Add +1.9% 171,766 $148.1M
Sei Investments Co. 0.15% Add +14.9% 171,664 $148.0M
Panagora Asset Management Inc. 0.52% Add +23.1% 171,313 $147.7M
State of Michigan Retirement System 0.71% Reduce -2.9% 169,769 $146.4M
State of Tennessee, Department of Treasury 0.45% Reduce -0.6% 149,272 $140.4M
Retirement Systems of Alabama 0.45% Add +14.0% 162,443 $140.1M
Welch & Forbes LLC 1.70% Add +0.2% 162,345 $140.0M
Local Pensions Partnership Investment Ltd 2.42% No change 159,400 $137.4M
KLP Kapitalforvaltning As 0.53% Add +0.3% 159,060 $137.2M
Allianz Asset Management GmbH 0.16% Reduce -4.0% 157,687 $136.0M
NewEdge Advisors, LLC 0.48% Add +68.5% 154,344 $133.1M
Guggenheim Capital LLC 0.98% Add +1.7% 154,238 $133.0M
Epoch Investment Partners, Inc. 0.75% Reduce -11.6% 153,413 $132.3M
State of New Jersey Common Pension Fund D 0.47% Reduce -2.1% 152,180 $131.2M
Wellington Management Group LLP 0.02% Add +6.0% 151,814 $130.9M
EP Wealth Advisors, LLC 0.67% — 149,784 $129.2M
AustralianSuper Pty Ltd 0.59% Reduce -25.1% 147,586 $127.3M
Agf Management Ltd. 0.55% Add +51.3% 146,527 $126.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.11% Reduce -46.5% 143,261 $123.5M
Daiwa Securities Group Inc. 0.40% Add +4.4% 143,184 $123.5M
Tidal Investments LLC 0.51% Add +16.1% 142,089 $122.5M
Massachusetts Financial Services Co. 0.04% Reduce -13.0% 142,063 $122.5M
Bartlett & Co. Wealth Management LLC 1.59% Reduce -0.9% 141,010 $121.6M
Teacher Retirement System of Texas 0.42% Add +24.5% 140,429 $121.1M
Steward Partners Investment Advisory, LLC 0.66% Add +5.0% 139,252 $120.1M
Jones Financial Companies LLLP 0.07% Add +10.1% 137,368 $118.5M
Cambridge Investment Research Advisors, Inc. 0.31% Reduce -0.0% 136,939 $118.1M
KBC Group NV 0.27% Reduce -13.1% 136,141 $117.4M
PBU - The Pension Fund of Early Childhood & Youth Educators 1.68% — 134,007 $115.6M
MML Investors Services, LLC 0.28% Add +7.2% 133,866 $115.4M
Janney Montgomery Scott LLC 0.26% Add +6.1% 133,425 $115.1M
Steginsky Capital LLC 19.21% Add +5.5% 132,195 $114.0M
Mercer Global Advisors Inc. 0.17% Add +7.6% 127,961 $113.8M
Wealth Enhancement Advisory Services, LLC 0.15% Reduce -20.3% 126,402 $113.0M
STRS Ohio 0.41% Reduce -3.1% 127,794 $110.2M
Marsico Capital Management LLC 3.07% Reduce -2.2% 127,710 $110.1M
MetLife Investment Management, LLC 0.53% Reduce -2.6% 127,659 $110.1M
Van Eck Associates Corp. 0.09% Add +6.6% 127,638 $110.1M
Nomura Holdings Inc. 0.31% Add +50.7% 127,005 $109.5M
DAVENPORT & Co LLC 0.59% Reduce -1.1% 126,862 $109.5M
Employees Retirement System of Texas 1.04% Add +29.1% 126,915 $109.4M
Bradley Foster & Sargent Inc. 1.61% Reduce -0.9% 126,838 $109.4M
Arizona State Retirement System 0.59% Reduce -2.4% 126,417 $109.0M
ABN AMRO Bank N.V. 1.03% Add +8.6% 126,761 $109.0M
Glenmede Trust Co. NA 0.51% — 125,922 $108.6M
Mariner Investment Group LLC 6.75% New 125,000 $107.8M
Nissay Asset Management Corp. /Japan 0.55% Add +4.5% 122,513 $105.6M
Xponance LLC 0.79% Add +4.9% 122,431 $105.6M
Forsta Ap-Fonden 0.62% Reduce -0.3% 121,100 $104.4M
Lido Advisors, LLC 0.41% Add +1.2% 114,872 $104.0M
Bank Pictet & Cie (Europe) AG 2.02% No change 117,254 $101.1M
Czech National Bank 0.65% Add +3.8% 116,860 $100.8M
Comgest Global Investors S.A.S. 1.79% Reduce -8.4% 116,729 $100.7M
Nisa Investment Advisors, LLC 0.33% Reduce -31.2% 116,536 $100.5M
Boston Trust Walden Corp 0.75% Reduce -7.6% 115,778 $99.8M
Lazard Freres Gestion S.A.S. 1.80% Add +36.5% 115,633 $99.7M
Ofi Invest Asset Management 1.42% Add +254.4% 135,062 $99.4M
KCM Investment Advisors LLC 3.20% Reduce -0.9% 114,938 $99.1M
Wedbush Securities Inc. 2.89% Add +1.8% 114,653 $98.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.83% Add +0.8% 114,416 $98.7M
&partners 0.51% Add +13.8% 113,002 $97.4M
Commerce Bank 0.53% Add +0.8% 111,935 $96.5M
Comerica Bank 0.38% Reduce -7.1% 110,727 $95.5M
CIBC Private Wealth Group LLC 0.16% Reduce -0.0% 109,995 $94.9M
Steadfast Capital Management LP 1.64% Add +10.6% 108,702 $93.7M
Sanctuary Advisors, LLC 0.51% Reduce -2.5% 107,924 $93.1M
Davis R M Inc. 1.60% Add +0.1% 107,740 $92.9M
Quadrature Capital Ltd 0.95% New 107,724 $92.9M
Alecta Tjanstepension Omsesidigt 0.41% No change 107,700 $92.9M
Bristol John W & Co. Inc. 1.43% Reduce -1.8% 107,462 $92.7M
Voya Investment Management LLC 0.10% Add +0.9% 107,108 $92.4M
Lazard Asset Management LLC 0.16% Reduce -11.3% 106,070 $91.5M
MAI Capital Management 0.53% Add +3.0% 105,785 $91.2M
Connor, Clark & Lunn Investment Management Ltd. 0.24% Add +94.6% 105,708 $91.2M
Kestra Advisory Services, LLC 0.37% Add +9.8% 104,328 $90.0M
Ossiam 1.79% Add +288.6% 104,156 $89.8M
Jane Street Group, LLC 0.11% Reduce -75.4% 103,651 $89.4M
Federation des caisses Desjardins du Quebec 0.34% Reduce -0.9% 103,293 $89.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.45% Reduce -3.2% 103,086 $88.9M
ASR Vermogensbeheer N.V. 1.03% Add +10.1% 102,612 $88.5M
GF Fund Management Co. LTD. 1.50% Add +5.9% 101,433 $87.5M
Evercore Wealth Management, LLC 1.28% Reduce -0.5% 101,236 $87.3M
Nan Shan Life Insurance Co., Ltd. 2.67% No change 100,506 $86.7M
BI Asset Management Fondsmaeglerselskab A/S 0.76% Reduce -5.4% 100,267 $86.5M
Clifford Swan Investment Counsel LLC 2.85% Reduce -2.1% 99,514 $85.8M
Thrivent Financial for Lutherans 0.15% Add +92.7% 98,640 $85.1M
Mogy Joel R Investment Counsel Inc. 4.61% Reduce -0.2% 98,589 $85.0M
Kornitzer Capital Management Inc. 1.77% Reduce -2.0% 97,946 $84.5M
Pathstone Holdings, LLC 0.32% Reduce -39.4% 95,828 $83.1M
Amalgamated Bank 0.60% Reduce -8.4% 96,311 $83.1M
Bowen Hanes & Co. Inc. 2.07% Reduce -19.1% 95,694 $82.5M
AMF Tjanstepension AB 0.51% Reduce -0.1% 94,921 $81.9M
Sapient Capital LLC 1.15% Reduce -2.1% 94,293 $81.6M
I.G.Y. Ltd 34.58% Reduce -1.5% 94,326 $81.3M
Swiss Life Asset Management Ltd 0.41% Reduce -3.4% 93,981 $81.0M
Macquarie Group Ltd. 0.35% Reduce -66.2% 93,681 $80.8M
Ieq Capital, LLC 0.24% Reduce -1.5% 93,237 $80.4M
Northeast Investment Management 3.10% Reduce -0.5% 91,843 $79.2M
Regions Financial Corp. 0.51% Reduce -1.3% 91,683 $79.1M
Badgley Phelps Wealth Managers, LLC 1.44% Add +2.2% 91,034 $78.5M
Oppenheimer & Co. Inc. 1.11% Reduce -1.0% 90,791 $78.3M
Cullen/Frost Bankers, Inc. 0.86% Reduce -1.1% 90,432 $78.0M
Gateway Investment Advisers LLC 0.73% Add +0.8% 90,399 $78.0M
Credit Agricole S A 0.21% Add +311.1% 90,317 $77.9M
UMB Bank, n.a. 1.03% Add +2.4% 89,959 $77.6M
Sequoia Financial Advisors, LLC 0.43% Add +11.3% 88,744 $76.5M
Nicholas Company, Inc. 1.33% No change 88,276 $76.1M
Benjamin Edwards Inc. 0.84% Add +1.6% 88,081 $76.0M
Calamos Advisors LLC 0.45% Reduce -7.9% 88,093 $76.0M
DNB Asset Management AS 0.26% Add +2.9% 88,026 $75.9M
Storebrand Asset Management As 0.20% Add +9.6% 86,489 $74.6M
Norinchukin Bank, The 0.86% Add +16.3% 85,984 $74.1M
Johnson Investment Counsel Inc. 0.60% Reduce -0.5% 84,532 $72.9M
O'shaughnessy Asset Management, LLC 0.40% Reduce -7.8% 84,492 $72.9M
IFM Investors Pty Ltd 0.61% Add +1.0% 84,129 $72.5M
Donaldson Capital Management, LLC 2.30% Reduce -3.5% 83,927 $72.4M
United Capital Financial Advisors, LLC 0.43% Reduce -1.1% 83,380 $71.9M
Rakuten Investment Management, Inc. 0.24% Add +28648.6% 82,221 $71.4M
Pinebridge Investments LLC 0.52% — 82,306 $71.0M
PensionDanmark Pensionsforsikringsaktieselskab 0.64% — 81,463 $70.2M
Allspring Global Investments Holdings, LLC 0.11% Reduce -1.3% 81,991 $70.1M
Nearwater Capital Markets, Ltd 1.19% Add +52.0% 81,000 $69.8M
Peapack Gladstone Financial Corp. 0.88% Reduce -0.1% 80,903 $69.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.36% Add +23.1% 78,627 $67.8M
Trexquant Investment LP 0.60% Reduce -40.7% 78,408 $67.6M
Private Advisor Group, LLC 0.32% Reduce -0.7% 78,020 $67.3M
Public Sector Pension Investment Board 0.23% Add +8.6% 77,481 $66.8M
Pinnacle Financial Partners, Inc. 0.50% — 77,253 $66.6M
Midwest Trust Co 0.82% Add +1.7% 76,463 $65.9M
Atalanta Sosnoff Capital, LLC 1.27% Reduce -5.5% 75,692 $65.3M
Harvest Portfolios Group Inc. 1.13% Add +37.5% 75,686 $65.3M
Woodline Partners LP 0.25% Add +29.0% 75,615 $65.2M
Fiera Capital Corp 0.21% Reduce -13.6% 75,571 $65.2M
Hyperion Asset Management Ltd 1.80% Add +5.8% 74,847 $64.5M
Kestra Private Wealth Services, LLC 0.80% Add +8.8% 74,734 $64.4M
AE Wealth Management LLC 0.37% Add +77.3% 74,670 $64.4M
Jacobs Levy Equity Management, Inc. 0.25% Add +17.7% 74,653 $64.4M
QRG Capital Management, Inc. 0.72% Add +3.7% 74,613 $64.3M
Pacer Advisors, Inc. 0.17% Add +11.1% 74,067 $63.9M
Destination Wealth Management 1.67% Add +3.3% 73,939 $63.8M
Utah Retirement Systems 0.60% Reduce -0.0% 73,336 $63.2M
Crestwood Advisors Group, LLC 1.05% Add +0.6% 73,146 $63.1M
Gabelli Funds LLC 0.43% Reduce -0.2% 72,647 $62.6M
Pacific Heights Asset Management LLC 2.33% Add +38.5% 72,000 $62.1M
Cwm, LLC 0.17% Add +1.4% 71,705 $61.8M
Lord, Abbett & Co. LLC 0.20% Reduce -12.6% 70,446 $60.7M
Lansforsakringar Fondforvaltning AB (publ) 0.30% Reduce -0.9% 70,442 $60.7M
Worldly Partners Management, LLC 45.27% Reduce -15.8% 70,401 $60.7M
USS Investment Management Ltd 0.30% No change 70,349 $60.7M
Susquehanna Portfolio Strategies, LLC 0.93% New 70,130 $60.5M
Vanguard Personalized Indexing Management, LLC 0.58% Reduce -3.0% 69,197 $59.7M
Chesley Taft & Associates LLC 2.34% Add +4.3% 68,667 $59.2M
Hollencrest Capital Management 2.04% Reduce -0.0% 68,363 $59.0M
Allworth Financial LP 0.24% Add +12.5% 68,264 $58.9M
Police & Firemen's Retirement System of New Jersey 0.49% Reduce -5.2% 67,988 $58.6M
Performance Wealth Partners, LLC 1.59% Reduce -3.5% 67,828 $58.5M
Hosking Partners LLP 1.97% Reduce -6.0% 67,118 $57.9M
Whittier Trust Co. 0.62% Add +1.2% 64,616 $57.5M
Windward Capital Management Co. 4.55% Reduce -3.2% 66,569 $57.4M
Kingsview Wealth Management, LLC 0.82% Add +9.1% 66,282 $57.2M
OP Asset Management Ltd 0.68% Add +17.7% 66,160 $57.1M
Baskin Financial Services Inc. 4.28% Reduce -0.9% 65,886 $56.8M
Varma Mutual Pension Insurance Co 0.34% Add +0.6% 65,457 $56.4M
Capital Investment Counsel, Inc 6.59% Reduce -0.8% 64,994 $56.0M
Capital International Sarl 0.90% Add +0.6% 64,735 $55.8M
Maple Capital Management, Inc. 3.50% Reduce -0.0% 64,501 $55.6M
Nippon Life Global Investors Americas, Inc. 2.28% Reduce -0.9% 63,690 $54.9M
Investment House LLC 2.60% Reduce -1.7% 63,541 $54.8M
Kimelman & Baird, LLC 4.18% Add +0.0% 63,089 $54.4M
Shelton Capital Management 1.07% Add +2.7% 62,935 $54.3M
Mediolanum International Funds Ltd 0.54% Add +15.1% 62,387 $54.0M
Main Street Research LLC 3.08% Reduce -1.7% 62,366 $53.8M
Chicago Capital, LLC 1.33% Reduce -0.5% 62,313 $53.7M
Walleye Trading LLC 0.86% Add +180.1% 62,217 $53.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.42% Add +0.1% 61,395 $52.9M
Jupiter Asset Management Ltd. 0.42% No change 61,258 $52.8M
Flputnam Investment Management Co. 0.77% Add +0.8% 61,125 $52.7M
New York Life Investment Management LLC 0.45% Add +0.9% 60,747 $52.4M
Motley Fool Asset Management LLC 2.04% Add +20.8% 60,650 $52.3M
Capital International, Inc. 0.41% Add +1.2% 60,588 $52.2M
Yousif Capital Management, LLC 0.57% Reduce -3.0% 53,746 $51.8M
Wealthfront Advisers LLC 0.11% Add +0.5% 58,322 $50.3M
Norman Fields, Gottscho Capital Management, LLC 15.90% Reduce -1.2% 57,198 $49.3M
Illinois Municipal Retirement Fund 0.62% Add +17.6% 56,990 $49.1M
Unio Capital LLC 9.24% Add +42.4% 56,973 $49.1M
Assetmark, Inc. 0.10% Add +5.4% 56,955 $49.1M
Smith Group Asset Management, LLC 2.60% Add +5.2% 56,776 $49.0M
Eurizon Capital SGR S.p.A. 0.15% — 56,438 $48.7M
LBP Am SA 0.56% Add +292.4% 56,408 $48.6M
State of Alaska, Department of Revenue 0.51% Reduce -5.7% 56,110 $48.4M
EULAV Asset Management 1.29% No change 56,100 $48.4M
Guardian Capital LP 1.43% Reduce -2.6% 56,015 $48.3M
Aljian Capital Management, LLC 9.59% Add +0.1% 55,827 $48.1M
iA Global Asset Management Inc. 0.61% Reduce -18.6% 55,529 $47.9M
Stratos Wealth Partners, LTD. 0.54% Reduce -0.8% 55,526 $47.9M
Howard Capital Management Group, LLC 3.01% Reduce -2.5% 55,212 $47.6M
Nordea Investment Management AB 0.04% Add +53.4% 54,490 $47.0M
Blue Sparrow, LLC 0.88% — 54,300 $46.8M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.64% Add +16.7% 53,298 $46.0M
ING Groep NV 0.27% Reduce -43.7% 52,718 $45.5M
Florida Trust Wealth Management Co 1.25% Add +2.5% 52,404 $45.2M
Louisiana State Employees Retirement System 0.77% Reduce -6.1% 52,200 $45.0M
Trust Co. of Vermont 1.88% Add +1.3% 52,184 $45.0M
Invictus Private Wealth, LLC 2.72% Reduce -1.7% 52,047 $44.9M
Rafferty Asset Management, LLC 0.15% Add +1.6% 51,870 $44.7M
Pittenger & Anderson Inc. 1.71% Reduce -0.5% 51,668 $44.6M
FIL Ltd 0.03% Add +7.9% 51,562 $44.5M
Cannell & Spears LLC 0.84% Reduce -1.6% 51,501 $44.4M
Dakota Wealth Management 0.78% Reduce -3.9% 51,046 $44.0M
Tandem Investment Advisors, Inc. 1.63% Reduce -3.5% 50,791 $43.8M
Oregon Public Employees Retirement Fund 0.56% Add +0.1% 50,768 $43.8M
Klingenstein Fields & Co. LP 1.63% Reduce -1.1% 50,467 $43.5M
Tredje AP-fonden 0.33% Add +222.0% 50,420 $43.5M
Retirement Planning Group, LLC 1.42% Add +0.4% 50,095 $43.2M
Asset Advisors Investment Management, LLC 3.97% Reduce -1.7% 49,931 $43.1M
Stock Yards Bank & Trust Co. 1.32% Add +0.2% 49,870 $43.0M
King Luther Capital Management Corp. 0.18% Add +7.8% 49,840 $43.0M
Trillium Asset Management, LLC 1.30% Reduce -20.5% 48,412 $42.6M
Violich Capital Management, Inc. 4.73% Add +0.1% 49,133 $42.4M
Beacon Pointe Advisors, LLC 0.30% Add +14.3% 48,952 $42.2M
J. Safra Sarasin Holding AG 0.68% Add +1.8% 48,817 $42.1M
Candriam S.C.A. 0.21% Reduce -1.6% 48,636 $41.9M
Mutual of America Capital Management LLC 0.44% Reduce -1.0% 48,279 $41.6M
Rwa Wealth Partners, LLC 0.45% Reduce -2.7% 47,773 $41.2M
Clearstead Advisors, LLC 0.52% Add +2.6% 47,395 $40.9M
Apollon Wealth Management, LLC 0.71% Reduce -4.0% 47,199 $40.7M
Teachers Retirement System of the State of Kentucky 0.30% No change 46,745 $40.3M
Vinva Investment Management Ltd 0.50% Add +36.7% 46,464 $40.2M
Meitav Investment House Ltd. 0.46% Add +22.3% 45,946 $39.6M
Union Bancaire Privee, UBP SA 0.47% Add +169.4% 39,549 $39.5M
Natixis 0.16% Reduce -11.5% 45,773 $39.5M
Prime Capital Investment Advisors, LLC 0.48% Add +0.0% 45,728 $39.4M
Advisors Capital Management, LLC 0.47% Add +5.7% 45,650 $39.4M
Parallel Advisors, LLC 0.72% Reduce -2.2% 45,522 $39.3M
Bridges Investment Management Inc. 0.50% Reduce -4.3% 45,265 $39.0M
Foster Dykema Cabot & Partners, LLC 2.40% Add +7.2% 45,237 $39.0M
Balyasny Asset Management L.P. 0.08% Add +3074.1% 44,977 $38.8M
NorthCrest Asset Manangement, LLC 0.86% Add +0.5% 44,118 $38.6M
Groupe la Francaise 0.56% Reduce -54.6% 45,039 $38.5M
Baltimore-Washington Financial Advisors, Inc. 1.60% Add +1.9% 44,496 $38.4M
Clearbridge Investments, LLC 0.03% Reduce -3.4% 43,885 $37.8M
Mesirow Financial Investment Management, Inc. 0.77% Reduce -3.9% 43,271 $37.3M
Achmea Investment Management B.V. 0.95% Reduce -40.2% 43,024 $37.1M
Chilton Capital Management LLC 1.27% Reduce -0.1% 42,811 $36.9M
Cumberland Partners Ltd 2.24% Reduce -2.1% 42,398 $36.6M
YHB Investment Advisors, Inc. 2.52% Add +0.4% 42,242 $36.4M
Elo Mutual Pension Insurance Co 0.56% Reduce -20.8% 42,200 $36.4M
Fiduciary Trust Co 0.41% Reduce -3.8% 42,113 $36.3M
Investment Management Corp of Ontario 0.48% Add +69.6% 41,857 $36.1M
Prudential PLC 0.29% Add +249.3% 41,568 $35.8M
Vest Financial, LLC 0.45% Add +40.1% 41,234 $35.6M
Marco Investment Management LLC 2.60% Reduce -0.7% 40,238 $34.7M
Harvest Fund Management Co., Ltd 1.30% Add +14.3% 40,234 $34.7M
Jump Financial, LLC 0.47% Add +154.1% 40,207 $34.7M
Freestone Capital Holdings, LLC 1.02% Add +1.1% 40,069 $34.6M
Randolph Co Inc 3.31% Add +0.7% 40,064 $34.5M
MUFG Securities EMEA plc 0.40% Add +371.7% 40,038 $34.5M
Adell Harriman & Carpenter Inc. 2.06% Add +1.1% 39,953 $34.5M
Vontobel Holding Ltd. 0.11% Add +84.8% 39,890 $34.4M
Capital International Ltd. 1.21% Add +0.6% 39,799 $34.3M
Highland Capital Management, LLC 1.71% Add +18.6% 39,791 $34.3M
Zacks Investment Management 0.27% Reduce -0.6% 39,708 $34.2M
Equitable Holdings, Inc. 0.23% Add +0.6% 39,663 $34.2M
Annex Advisory Services, LLC 0.65% Add +2.9% 39,512 $34.1M
Empowered Funds, LLC 0.58% Add +10.1% 39,490 $34.1M
Bailard, Inc. 0.75% Reduce -1.9% 39,354 $33.9M
Citizens Financial Group Inc. 0.45% Reduce -1.2% 39,254 $33.9M
Markel Group 0.27% No change 39,150 $33.8M
Trajan Wealth LLC 1.40% Reduce -2.3% 38,958 $33.6M
Cadinha & Co. LLC 5.12% Reduce -0.1% 38,503 $33.2M
Skandinaviska Enskilda Banken AB (publ) 0.13% No change 38,347 $33.1M
Profund Advisors LLC 1.00% Add +6.3% 38,178 $32.9M
Martingale Asset Management L P 0.83% Reduce -3.1% 37,992 $32.8M
United American Securities Inc. (d/b/a UAS Asset Management) 6.84% Reduce -2.0% 37,625 $32.4M
Barlow Wealth Partners, LLC 3.48% Add +1.1% 34,827 $32.2M
Baldwin Wealth Partners LLC 2.05% Reduce -1.4% 37,244 $32.1M
TruWealth Advisors, LLC 1.56% Reduce -3.8% 37,027 $31.9M
Walleye Capital LLC 0.19% Add +904.6% 36,930 $31.8M
Intech Investment Management LLC 0.28% Reduce -11.6% 36,606 $31.6M
AEGON ASSET MANAGEMENT UK Plc 0.38% Reduce -2.9% 36,614 $31.6M
Carnegie Investment Counsel 0.58% Add +3.2% 36,594 $31.6M
Advisors Asset Management, Inc. 0.53% Add +10.5% 36,326 $31.3M
Clarity Financial LLC 2.89% Add +5.7% 36,245 $31.3M
Waverly Advisors, LLC 0.25% Add +104.8% 35,982 $31.0M
Pinnacle Associates Ltd. 0.40% Reduce -1.9% 35,877 $30.9M
Park National Corp. 0.96% Add +4.2% 35,814 $30.9M
Atlantic Union Bankshares Corp 0.58% Add +0.7% 35,563 $30.7M
Axiom Investors LLC 0.27% Reduce -69.4% 35,408 $30.5M
Birch Hill Investment Advisors LLC 1.27% Reduce -0.7% 35,265 $30.4M
Silvercrest Asset Management Group LLC 0.21% Add +0.3% 35,183 $30.3M
Merit Financial Group, LLC 0.24% Add +7.5% 35,169 $30.3M
Independent Financial Group, LLC 0.67% Add +2.3% 34,991 $30.2M
Whittier Trust Co. of Nevada Inc. 0.63% Add +1.3% 33,935 $30.2M
Dearborn Partners LLC 1.50% Reduce -2.9% 34,863 $30.1M
Lincoln Capital LLC 5.44% Reduce -0.1% 34,817 $30.0M
Vident Advisory, LLC 0.28% Reduce -1.7% 34,780 $30.0M
CWA Asset Management Group, LLC 1.08% Reduce -3.4% 34,618 $29.9M
Bar Harbor Wealth Management 1.72% Reduce -0.7% 34,430 $29.7M
Mizuho Securities USA LLC 0.49% Reduce -0.1% 32,269 $29.5M
Tower Research Capital LLC (TRC) 0.71% Add +39.5% 34,176 $29.5M
Envestnet Portfolio Solutions, Inc. 0.10% Add +31.3% 34,113 $29.4M
Allstate Corp. 0.40% Add +109.2% 33,975 $29.3M
NewEdge Wealth, LLC 0.33% Add +59.4% 33,932 $29.3M
Tokio Marine Asset Management Co. Ltd. 1.01% Reduce -17.2% 33,928 $29.3M
Orion Porfolio Solutions, LLC 0.21% Add +3.9% 33,726 $29.1M
Kiley Juergens Wealth Management, LLC 6.29% Add +0.9% 33,646 $29.0M
Cresset Asset Management, LLC 0.12% Add +2.9% 33,563 $28.9M
Ironvine Capital Partners, LLC 2.89% Add +0.2% 33,523 $28.9M
Point72 Asset Management 0.05% New 33,467 $28.9M
Banco Santander, S.A. 0.22% Add +6.7% 33,456 $28.9M
Estabrook Capital Management 4.21% Reduce -2.5% 33,131 $28.6M
General American Investors Co. Inc. 1.77% No change 33,000 $28.5M
Cornerstone Advisors, LLC 0.94% Add +10.1% 32,700 $28.2M
B. Metzler seel. Sohn & Co. AG 0.24% Reduce -36.5% 32,554 $28.1M
Blue Chip Partners, LLC 2.04% Reduce -1.2% 32,551 $28.1M
Harvey Investment Co. LLC 2.96% No change 32,292 $27.8M
Fisher Funds Management LTD 0.71% Add +10.0% 31,698 $27.4M
SummitTX Capital, L.P. 0.83% Add +6633.6% 31,715 $27.3M
Diversify Advisory Services, LLC 0.87% Add +8.5% 28,333 $27.3M
Rempart Asset Management Inc. 5.11% Reduce -2.8% 31,357 $27.0M
Beese Fulmer Investment Management, Inc. 1.76% Add +104.5% 62,706 $27.0M
Alpha Cubed Investments, LLC 0.92% Reduce -2.0% 31,316 $27.0M
Private Wealth Partners, LLC 1.91% Reduce -4.8% 31,177 $26.9M
Jefferies Financial Group Inc. 0.23% Reduce -87.0% 31,135 $26.8M
HRT Financial LP 0.08% New 31,104 $26.8M
Old National Bancorp 0.45% Reduce -3.7% 31,075 $26.8M
UniSuper Management Pty Ltd 0.16% Add +1.9% 31,019 $26.7M
Neville Rodie & Shaw Inc. 1.88% Reduce -1.3% 30,922 $26.7M
Aptus Capital Advisors, LLC 0.23% Add +2.6% 30,914 $26.7M
Exchange Traded Concepts, LLC 0.22% Add +30.9% 30,688 $26.5M
Bridgeway Capital Management, LLC 0.55% Add +13.1% 30,664 $26.4M
Bridgewater Associates 0.10% Reduce -26.9% 30,342 $26.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.18% Reduce -29.3% 30,173 $26.1M
Snowden Capital Advisors LLC 0.67% Add +0.1% 30,178 $26.0M
Boussard & Gavaudan Investment Management LLP 3.93% New 30,000 $26.0M
Howard Capital Management, LLC 0.33% Reduce -24.2% 29,761 $25.7M
Optiver Holding B.V. 0.46% Reduce -33.8% 29,742 $25.6M
Lyell Wealth Management, LP 1.84% Add +1.9% 29,496 $25.4M
Harbour Trust & Investment Management Co 2.59% Add +14.4% 29,437 $25.4M
Aristotle Atlantic Partners, LLC 1.15% Reduce -59.1% 29,229 $25.2M
Spire Wealth Management 0.82% Add +1.7% 28,400 $24.5M
Gradient Investments LLC 0.39% Add +7.6% 28,345 $24.4M
Factory Mutual Insurance Co. 0.25% Reduce -3.8% 28,100 $24.2M
Weatherly Asset Management L. P. 1.86% Reduce -0.1% 27,986 $24.1M
WASHINGTON TRUST Co 0.79% Reduce -2.0% 27,895 $24.1M
Horizon Investments, LLC 0.30% Add +52.9% 27,895 $24.1M
Kentucky Retirement Systems 0.65% No change 27,868 $24.0M
OMERS ADMINISTRATION Corp 0.17% Add +3.5% 27,677 $23.9M
Aquatic Capital Management LLC 0.68% Reduce -51.3% 27,638 $23.8M
Madison Asset Management, LLC 0.27% Add +1.8% 27,581 $23.8M
Los Angeles Capital Management LLC 0.08% Reduce -62.9% 25,847 $23.8M
Auxano Advisors, LLC 4.67% Reduce -1.4% 27,416 $23.6M
HB Wealth Management, LLC 0.15% Add +0.9% 27,397 $23.6M
Daymark Wealth Partners, LLC 0.75% Add +1.9% 27,395 $23.6M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.14% Reduce -17.4% 27,087 $23.4M
Heritage Investors Management Corp. 0.68% Add +12.4% 26,984 $23.3M
Coldstream Capital Management Inc. 0.30% Add +19.8% 26,963 $23.3M
HighPoint Advisor Group LLC 0.51% Add +39.7% 26,955 $23.2M
Prospera Financial Services Inc 0.38% Add +5.4% 26,823 $23.1M
Godsey & Gibb, Inc. 2.08% Add +0.7% 26,801 $23.1M
Absher Wealth Management, LLC 2.74% Add +8.0% 26,739 $23.1M
Bokf, NA 0.35% Reduce -11.2% 26,593 $22.9M
AIA Group Ltd 0.34% Add +17.8% 26,299 $22.7M
North Point Portfolio Managers Corp. 3.81% Reduce -0.0% 26,098 $22.5M
Becker Capital Management Inc. 0.64% Reduce -0.7% 26,084 $22.5M
Independent Advisor Alliance 0.55% Reduce -19.1% 26,056 $22.5M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.46% Add +23.5% 25,991 $22.4M
Hancock Whitney Corp. 0.40% Add +88.1% 25,920 $22.4M
DDD Partners, LLC 1.42% Reduce -0.2% 25,910 $22.3M
SouthState Bank Corp 1.00% Add +0.6% 25,890 $22.3M
Dividend Assets Capital, LLC 4.24% Reduce -10.2% 25,704 $22.2M
Hartford Investment Management Co. 0.66% Reduce -1.4% 25,613 $22.1M
Strategic Planning Group, LLC 2.84% Add +9.8% 25,610 $22.1M
Composition Wealth, LLC 0.31% Add +25.4% 25,305 $21.8M
Laird Norton Wetherby Trust Company, LLC 0.45% New 25,227 $21.8M
Ameritas Investment Partners, Inc. 0.66% Add +4.2% 25,036 $21.6M
Zevin Asset Management LLC 2.88% Add +2.4% 24,898 $21.5M
Advisory Services Network, LLC 0.30% Reduce -6.2% 24,745 $21.3M
Middleton & Co. Inc. 2.26% Add +0.6% 24,665 $21.3M
L. Roy Papp & Associates, LLP 2.35% Reduce -5.7% 24,630 $21.2M
Kelly Lawrence W & Associates Inc. 5.25% Reduce -0.7% 24,458 $21.1M
BLB&B Advisors, LLC 0.88% Reduce -5.1% 24,380 $21.0M
Azimuth Capital Investment Management LLC 0.75% Reduce -2.8% 24,316 $21.0M
Bath Savings Trust Co 2.08% Add +12.3% 24,202 $20.9M
Salem Investment Counselors Inc. 0.59% Add +3.0% 24,132 $20.8M
Private Advisory Group LLC 1.63% Add +11.1% 24,046 $20.7M
Colonial Trust Advisors 1.55% Reduce -2.5% 23,957 $20.7M
Arkadios Wealth Advisors 0.41% Add +87.0% 23,955 $20.7M
Jacobs & Co. 1.93% Reduce -4.9% 23,723 $20.5M
National Mutual Insurance Federation of Agricultural Cooperatives 0.15% No change 23,700 $20.4M
Arcadia Investment Management Corp. 3.32% Reduce -1.6% 23,693 $20.4M
Nwam LLC 1.14% Reduce -3.8% 21,044 $20.4M
Abn Amro Investment Solutions 0.30% Add +205.1% 23,131 $19.9M
Schonfeld Strategic Advisors LLC 0.10% Add +392.8% 23,113 $19.9M
Ferguson Wellman Capital Management, Inc. 0.32% Reduce -4.4% 23,099 $19.9M
Daiichi Life Insurance Co., Ltd. 0.51% Reduce -4.5% 23,070 $19.9M
Ami Asset Management Corp. 1.13% Reduce -2.5% 23,058 $19.9M
Park Avenue Securities LLC 0.17% Reduce -21.1% 22,949 $19.8M
Sterling Capital Management LLC 0.32% Reduce -6.8% 22,792 $19.7M
Argent Trust Co 0.67% Reduce -0.9% 22,775 $19.6M
Roffman Miller Associates Inc. 1.07% Add +3.5% 22,698 $19.6M
J. Goldman & Co LP 0.76% New 22,677 $19.6M
Penobscot Investment Management Company, Inc. 1.47% Reduce -1.2% 22,677 $19.6M
Borer Denton & Associates, Inc. 6.56% Reduce -1.6% 22,586 $19.5M
Gulf International Bank (UK) Ltd 0.63% Add +0.1% 22,556 $19.5M
Braun Stacey Associates Inc. 0.63% Add +1.2% 22,500 $19.4M
Washington Trust Bank 1.35% Reduce -0.0% 22,417 $19.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.35% Reduce -3.7% 22,349 $19.3M
Maryland State Retirement & Pension System 0.39% Add +0.5% 22,231 $19.2M
Cary Street Partners Financial LLC 0.47% Reduce -1.9% 22,229 $19.2M
Perigon Wealth Management, LLC 0.34% Reduce -3.2% 22,202 $19.1M
Woodstock Corp. 1.64% Add +0.1% 22,165 $19.1M
OAKMONT Corp 3.30% New 22,135 $19.1M
Oak Ridge Investments LLC 1.16% Add +7.3% 22,117 $19.1M
Front Street Capital Management, Inc. 2.70% Reduce -0.7% 22,065 $19.0M
Patten & Patten Inc. 1.11% Reduce -6.7% 22,010 $19.0M
Allianz SE 0.24% No change 21,903 $18.9M
First National Bank of Omaha 0.56% Add +68.1% 21,859 $18.9M
American National Bank & Trust 1.78% Add +0.7% 21,889 $18.9M
Northstar Group, Inc. 2.66% Add +1.7% 21,879 $18.9M
Albion Financial Group 1.17% Reduce -3.2% 21,865 $18.9M
F/m Investments LLC 0.72% Reduce -2.9% 21,815 $18.8M
Cim, LLC 2.46% Reduce -0.9% 21,750 $18.8M
Conway Capital Management, Inc. 7.88% Reduce -0.7% 21,549 $18.6M
Evergreen Capital Management LLC 0.42% Add +12.8% 21,547 $18.6M
Osmosis Investment Management UK Ltd 0.47% — 21,531 $18.6M
Alley Investment Management Company, LLC 2.17% Reduce -0.1% 21,521 $18.6M
NWF Advisory Services Inc. 2.05% Reduce -0.4% 21,517 $18.6M
Eastern Bank 0.32% Add +3.4% 21,392 $18.4M
Capital Fund Management S.A. 0.17% Reduce -24.1% 21,376 $18.4M
Segment Wealth Management, LLC 1.07% Add +1.4% 21,303 $18.4M
Generali Asset Management SPA SGR 0.37% Reduce -15.5% 21,266 $18.3M
Concurrent Investment Advisors, LLC 0.21% Add +16.0% 21,255 $18.3M
Ritholtz Wealth Management 0.33% Reduce -0.8% 21,231 $18.3M
Rothschild Investment LLC 1.01% Reduce -2.6% 21,208 $18.3M
Farther Finance Advisors, LLC 0.20% Add +26.7% 21,135 $18.2M
IFP Advisors, Inc 0.41% Reduce -1.3% 21,101 $18.2M
Empire Life Investments Inc. 1.02% Reduce -0.1% 21,023 $18.1M
Van Lanschot Kempen Investment Management N.V. 0.15% Add +103.0% 20,934 $18.1M
Talbot Financial, LLC 1.49% Reduce -1.7% 20,929 $18.0M
Platform Wealth Management, LLC 4.78% — 20,842 $18.0M
Cardinal Capital Management 2.38% Reduce -0.4% 20,828 $18.0M
Franklin Street Advisors Inc. 1.02% Reduce -1.1% 20,792 $17.9M
Jain Global LLC 0.18% Add +18.0% 20,745 $17.9M
Choreo, LLC 0.23% Reduce -2.3% 20,644 $17.9M
Renaissance Investment Group LLC 3.59% Reduce -0.3% 20,689 $17.8M
First Manhattan Co. Llc. 0.05% Reduce -1.5% 20,491 $17.7M
Wealthspire Advisors, LLC 0.14% Add +24.2% 20,435 $17.6M
Tiaa Trust, National Association 0.04% Reduce -2.9% 20,426 $17.6M
Danica Pension, Livsforsikringsaktieselskab 0.25% No change 20,356 $17.6M
McCollum Christoferson Group LLC 5.05% Reduce -2.4% 20,264 $17.5M
New Mexico Educational Retirement Board 0.52% Add +0.5% 20,165 $17.4M
Mutual Advisors, LLC 0.37% Add +2.5% 20,117 $17.3M
World Investment Advisors 0.28% Add +8.4% 20,081 $17.3M
Gotham Asset Management 0.06% Add +24.9% 20,047 $17.3M
CENTRAL TRUST Co 0.34% Reduce -1.5% 19,994 $17.2M
Jackson Wealth Management, LLC 1.68% Add +0.0% 19,959 $17.2M
Synergy Asset Management, LLC 1.79% Reduce -38.3% 19,946 $17.2M
Dynamic Advisor Solutions LLC 0.55% Reduce -17.2% 19,859 $17.1M
DE Burlo Group Inc. 2.08% No change 19,827 $17.1M
McGuire Investment Group, LLC 1.82% Reduce -0.1% 19,777 $17.1M
Global Retirement Partners, LLC 0.30% Add +24.1% 19,726 $17.0M
Occudo Quantitative Strategies LP 1.13% Add +94.7% 19,638 $16.9M
Ashton Thomas Private Wealth, LLC 0.41% Add +3.5% 19,604 $16.9M
CI Investments Inc. 0.07% Add +8.3% 19,537 $16.8M
Oak Grove Capital LLC 3.32% Add +1.0% 19,398 $16.7M
Lombard Odier Asset Management (Switzerland) SA 0.71% Add +25.3% 19,240 $16.6M
Kanawha Capital Management LLC 1.14% Add +5.2% 19,118 $16.5M
Bragg Financial Advisors, Inc 0.54% Reduce -0.5% 19,086 $16.5M
Callan Family Office, LLC 0.35% Add +6.2% 19,070 $16.4M
Vancity Investment Management Ltd 2.23% Reduce -39.6% 19,051 $16.4M
PKO Investment Management Joint-Stock Co 1.31% Add +22.6% 19,011 $16.4M
Metis Global Partners, LLC 0.39% Reduce -6.0% 19,007 $16.4M
North Star Asset Management Inc. 0.66% Reduce -2.0% 18,870 $16.3M
Bank of Nova Scotia Trust Co. 1.41% Reduce -0.0% 18,805 $16.2M
HFR Wealth Management, LLC 3.81% Reduce -0.1% 18,709 $16.1M
Robertson Stephens Wealth Management, LLC 0.45% Add +2.8% 18,689 $16.1M
Cross Staff Investments Inc 8.84% No change 1,860 $16.0M
UNIVEST FINANCIAL Corp 0.85% Reduce -0.4% 18,508 $16.0M
KCM Capital Inc 3.20% — 18,479 $15.9M
Summit Financial, LLC 0.23% Reduce -34.7% 18,417 $15.9M
Meridian Wealth Management, LLC 0.56% Add +0.8% 18,410 $15.9M
OneDigital Investment Advisors LLC 0.15% Add +4.7% 18,312 $15.8M
Silicon Valley Capital Partners 1.43% Add +6.6% 18,271 $15.8M
Mgo One Seven LLC 0.32% Reduce -21.8% 18,230 $15.7M
Beck Bode, LLC 2.61% Add +2.8% 18,171 $15.7M
Sowell Financial Services LLC 0.57% Reduce -3.2% 18,095 $15.6M
Brasada Capital Management, LP 2.68% Add +0.7% 18,232 $15.6M
LMR Partners LLP 0.20% Add +84.4% 18,037 $15.6M
Roundview Capital LLC 0.96% Add +3.7% 18,029 $15.5M
Northstar Asset Management Inc. 4.00% Add +1.8% 17,965 $15.5M
Rosenblum Silverman Sutton S F Inc. 3.59% Reduce -3.0% 17,962 $15.5M
Verition Fund Management LLC 0.09% Reduce -19.8% 17,947 $15.5M
PFG Investments, LLC 0.73% Reduce -4.7% 17,902 $15.4M
Granite Investment Partners, LLC 0.91% Reduce -1.8% 17,883 $15.4M
Slow Capital, Inc. 1.84% Add +3.2% 17,826 $15.4M
Wendell David Associates Inc. 1.56% Add +4.9% 17,756 $15.3M
Bellecapital International Ltd. 2.72% Reduce -25.2% 17,740 $15.3M
Ancora Advisors LLC 0.32% Add +4.4% 17,707 $15.3M
Cozad Asset Management Inc. 1.18% Add +16.0% 17,698 $15.3M
Groupama Asset Managment 0.22% Add +17.3% 17,567 $15.1M
AG2R La Mondiale Gestion D'actifs 0.67% Add +6.5% 17,560 $15.1M
Crossmark Global Holdings, Inc. 0.22% Reduce -31.0% 17,524 $15.1M
Brookstone Capital Management 0.17% Add +6.7% 17,485 $15.1M
Farmers & Merchants Investments Inc. 0.42% Add +0.1% 17,484 $15.1M
Siemens Fonds Invest GmbH 0.80% Add +2.0% 17,415 $15.1M
Trifecta Capital Advisors, LLC 2.23% Add +1.3% 17,468 $15.1M
Axxcess Wealth Management, LLC 0.27% Add +14.8% 17,439 $15.0M
First Citizens Bank & Trust Co. 0.31% Add +0.2% 17,403 $15.0M
Progressive Investment Management Corp 3.58% Reduce -0.7% 17,352 $15.0M
Thomas Story & Son LLC 5.56% Reduce -1.6% 17,341 $15.0M
Ethic Inc. 0.23% Add +10.3% 17,299 $14.9M
Teamwork Financial Advisors, LLC 1.59% Add +2.3% 17,266 $14.9M
Camden National Bank 2.03% Add +0.3% 17,147 $14.8M
Cercano Management LLC 0.56% Add +2307.2% 17,139 $14.8M
Addenda Capital Inc. 0.43% Reduce -1.4% 17,031 $14.7M
Integrity Alliance, Llc. 0.53% Add +158.2% 16,909 $14.6M
First Merchants Corp. 0.54% Add +0.5% 16,866 $14.5M
Red Door Wealth Management, LLC 1.51% Reduce -1.3% 16,864 $14.5M
Haverford Financial Services, Inc. 4.06% Reduce -0.5% 16,805 $14.5M
Fishman Jay A Ltd. 1.19% Reduce -0.6% 16,733 $14.4M
First Horizon Corp. 0.64% Reduce -1.9% 16,663 $14.4M
McKinley Carter Wealth Services, Inc. 0.80% Reduce -2.3% 16,659 $14.4M
RB Capital Management, LLC 3.02% Reduce -1.3% 16,579 $14.3M
WINTON GROUP Ltd 0.49% Add +85.6% 16,571 $14.3M
Americana Partners, LLC 0.39% Add +1.6% 16,457 $14.2M
Agave Capital Management Ltd 2.36% — 16,400 $14.2M
Jag Capital Management, LLC 1.54% Reduce -25.1% 16,411 $14.2M
Mechanics Bank Trust Department 1.85% Add +0.8% 16,407 $14.1M
Vise Technologies, Inc. 0.28% Add +76.4% 16,329 $14.1M
Andra AP-fonden 0.17% Add +180.7% 16,280 $14.0M
Arthur M. Cohen & Associates, LLC 2.29% Add +2.3% 16,277 $14.0M
Caprock Group, LLC 0.30% Add +2.7% 16,212 $14.0M
ZEGA Investments, LLC 2.70% Add +28.1% 16,150 $13.9M
Purus Wealth Management, LLC 4.34% Add +0.0% 16,149 $13.9M
Stephens Inc. 0.17% Add +6.8% 15,933 $13.9M
Community Trust & Investment Co. 0.73% Reduce -1.1% 16,103 $13.9M
Group One Trading LLC 0.41% Add +191.3% 16,091 $13.9M
Kozak & Associates, Inc. 2.68% Reduce -14.6% 14,999 $13.9M
Integrated Advisors Network LLC 0.61% Reduce -1.9% 16,067 $13.9M
DF Dent & Co. Inc. 0.20% Reduce -0.5% 15,976 $13.8M
Capital Investment Advisors, LLC 0.21% Add +1.3% 15,972 $13.8M
J.W. Cole Advisors, Inc. 0.33% Reduce -3.0% 22,572 $13.8M
Jacobson & Schmitt Advisors, LLC 2.31% Add +2.7% 15,915 $13.7M
Sigma Planning Corp 0.38% Add +1.8% 15,907 $13.7M
Western Wealth Management, LLC 0.63% Add +2.5% 15,862 $13.7M
Liberty Capital Management, Inc. 2.54% Reduce -0.4% 15,798 $13.6M
Entropy Technologies, LP 0.74% Add +158.6% 15,798 $13.6M
Silvant Capital Management LLC 0.46% Add +0.4% 15,774 $13.6M
Summit Trail Advisors, LLC 0.23% Reduce -9.8% 15,745 $13.6M
Palisade Capital Management, LP 0.45% Reduce -0.9% 15,720 $13.6M
Biondo Investment Advisors, LLC 1.63% Reduce -0.1% 15,637 $13.5M
SageGuard Financial Group, LLC 2.14% — 15,559 $13.4M
Caldwell Trust Co 1.19% Add +2.5% 15,537 $13.4M
Marietta Wealth Management, LLC 1.55% Add +3.7% 15,527 $13.4M
Motco 1.21% Reduce -0.1% 15,494 $13.4M
JTC Employer Solutions Trustee Ltd 0.91% No change 15,477 $13.3M
Clear Street Group Inc. 0.07% Add +106.0% 15,411 $13.3M
Elk River Wealth Management LLC 2.11% Reduce -0.9% 15,244 $13.1M
North Dakota State Investment Board 0.49% — 15,223 $13.1M
Diversified Trust Co. 0.24% Add +39.4% 15,183 $13.1M
Oppenheimer Asset Management Inc. 0.16% Add +2.6% 15,136 $13.1M
Paragon Capital Management LLC 6.60% Reduce -8.6% 15,095 $13.0M
MassMutual Private Wealth & Trust, FSB 0.33% Reduce -0.3% 15,047 $13.0M
Atria Investments, Inc 0.15% Reduce -8.6% 14,994 $12.9M
NWK Group, Inc. 4.47% Add +0.0% 14,921 $12.9M
China Universal Asset Management Co., Ltd. 0.99% Reduce -5.7% 14,919 $12.9M
Empirical Finance, LLC 0.61% Reduce -4.2% 14,877 $12.8M
Covea Finance 0.42% Reduce -63.5% 14,854 $12.8M
Nilsine Partners, LLC 1.10% Add +2.9% 14,788 $12.8M
Vestcor Inc 0.36% Reduce -28.6% 14,760 $12.7M
Ascent Group, LLC 0.43% Reduce -4.2% 14,709 $12.7M
First National Trust Co 0.42% Reduce -2.1% 14,600 $12.6M
Mattern Capital Management, LLC 1.49% Add +5.1% 14,586 $12.6M
Fayez Sarofim & Co 0.03% Reduce -0.0% 14,557 $12.6M
Chapman Investment Management, LLC 9.17% Reduce -0.5% 14,528 $12.5M
Summit Global Investments 0.74% Add +12.0% 14,519 $12.5M
WealthPlan Investment Management, LLC 0.80% Reduce -20.2% 14,474 $12.5M
NBT Bank, N.A. 0.81% Reduce -4.2% 15,166 $12.5M
Phoenix Financial Ltd. 0.14% Reduce -6.1% 14,453 $12.5M
Ipswich Investment Management Co., Inc. 2.89% Reduce -1.6% 14,448 $12.5M
First Foundation Advisors 0.47% Reduce -0.8% 14,425 $12.4M
Montag A & Associates Inc. 0.57% Add +2.0% 14,389 $12.4M
Burns J W & Co. Inc. 1.37% Add +1.0% 14,353 $12.4M
Infusive Asset Management Inc. 5.27% Reduce -2.3% 14,296 $12.3M
Berger Financial Group, Inc 0.71% Reduce -0.3% 14,291 $12.3M
Regency Capital Management Inc.\DE 5.09% Add +0.9% 14,188 $12.2M
Northwestern Mutual Investment Management Company, LLC 0.14% Add +0.2% 14,160 $12.2M
Verdence Capital Advisors LLC 0.72% Reduce -2.6% 14,160 $12.2M
Stratos Wealth Advisors, LLC 0.59% Add +0.6% 14,154 $12.2M
Raab & Moskowitz Asset Management LLC 2.66% Reduce -0.3% 14,103 $12.2M
Hutner Capital Management Inc. 5.07% Reduce -0.7% 14,094 $12.2M
Buckley Wealth Management, LLC 3.22% Add +8.3% 14,085 $12.1M
PFG Advisors 0.59% Reduce -29.9% 14,064 $12.1M
Integrated Wealth Concepts LLC 0.14% Reduce -37.5% 14,057 $12.1M
Voleon Capital Management LP 0.26% Add +92.4% 13,999 $12.1M
Van Hulzen Asset Management, LLC 0.89% Add +2.2% 13,987 $12.1M
Vestmark Advisory Solutions, Inc. 0.16% Add +109.3% 13,963 $12.0M
Peterson Wealth Services 3.08% Add +309.3% 13,946 $12.0M
SteelPeak Wealth, LLC 0.39% Add +9.9% 13,886 $12.0M
German American Bancorp, Inc. 1.02% Reduce -2.0% 13,850 $11.9M
FourThought Financial Partners, LLC 1.01% Add +5.5% 13,847 $11.9M
Diversify Wealth Management, LLC 0.56% Add +2.7% 12,671 $11.9M
Nikulski Financial, Inc. 2.85% Add +8.7% 13,824 $11.9M
Kercheville Advisors, LLC 3.12% Reduce -2.6% 12,200 $11.9M
Baker Ellis Asset Management LLC 1.43% Reduce -0.4% 13,781 $11.9M
Bogart Wealth, LLC 0.48% Add +4.3% 13,771 $11.9M
Community Financial Services Group, LLC 2.18% Add +19.2% 13,760 $11.9M
First National Bank of Mount Dora, Trust Investment Services 2.59% Add +0.6% 13,746 $11.9M
Richard C. Young & CO., LTD. 1.06% Add +19.7% 13,738 $11.8M
Cullinan Associates Inc. 0.80% Add +2.5% 13,717 $11.8M
Adams Diversified Equity Fund, Inc. 0.39% No change 13,700 $11.8M
Tompkins Financial Corp. 0.92% Reduce -2.1% 13,673 $11.8M
RKL Wealth Management LLC 0.97% Add +1.3% 13,664 $11.8M
Dillon & Associates Inc. 1.52% Add +19.5% 13,658 $11.8M
Foundations Investment Advisors, LLC 0.15% Reduce -11.9% 13,590 $11.7M
Boston Family Office LLC 0.74% Add +6.9% 13,536 $11.7M
Resources Management Corp. /CT/ 1.51% Add +9.9% 13,483 $11.6M
Cypress Asset Management Inc. 2.55% Add +11.8% 13,455 $11.6M
FRG Family Wealth Advisors LLC 1.79% Reduce -1.1% 13,395 $11.6M
Central Bank & Trust Co. 1.79% Reduce -2.6% 13,393 $11.5M
Perennial Advisors, LLC 1.93% Add +1.0% 13,379 $11.5M
FORA Capital, LLC 1.39% Add +381.6% 14,467 $11.5M
Telos Capital Management, Inc. 1.07% Add +13.9% 13,338 $11.5M
Vision Capital Management, Inc. 1.39% Add +6.5% 13,337 $11.5M
King Wealth Management Group 1.38% Add +1.6% 13,308 $11.5M
Glenview Trust Co 0.18% Add +6.7% 13,260 $11.4M
Boston Common Asset Management, LLC 0.69% Reduce -1.3% 13,255 $11.4M
United Capital Management of KS, Inc. 1.60% Add +93.1% 13,247 $11.4M
Mission Wealth Management, LP 0.23% Reduce -13.5% 13,234 $11.4M
GDS Wealth Management 0.71% Add +8.9% 13,210 $11.4M
Lakeside Advisors, INC. 7.28% Reduce -2.1% 13,207 $11.4M
Baker Avenue Asset Management, LP 0.26% Add +0.9% 13,200 $11.4M
Larson Financial Group LLC 0.38% Add +22.3% 13,198 $11.4M
Baypointe Partners LLC 23.85% New 13,163 $11.4M
Bleakley Financial Group, LLC 0.20% Add +5.1% 13,126 $11.3M
Whalerock Point Partners, LLC 2.23% Add +1.3% 13,121 $11.3M
Capital Investment Counsel, LLC 1.57% Add +1.8% 13,110 $11.3M
Exencial Wealth Advisors, LLC 0.36% Reduce -4.9% 13,088 $11.3M
Aviso Financial Inc. 0.43% Reduce -5.1% 13,082 $11.3M
TCV Trust & Wealth Management, Inc. 0.91% Add +1.6% 13,080 $11.3M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2.58% Reduce -8.0% 13,079 $11.3M
Sigma Investment Counselors Inc. 0.57% Reduce -0.5% 13,075 $11.3M
Savoir Faire Capital Management, L.P. 5.33% Add +1.6% 13,037 $11.2M
Great Valley Advisor Group, Inc. 0.22% Reduce -0.4% 13,020 $11.2M
Gouws Capital LLC 5.92% Add +1.7% 12,980 $11.2M
Petredis Investment Advisors LLC 0.88% Reduce -1.6% 12,941 $11.2M
Oak Harvest Investment Services 1.22% Add +68.0% 12,932 $11.2M
Moneta Group Investment Advisors LLC 0.08% Reduce -1.2% 12,849 $11.1M
Ramsay, Stattman, Vela & Price, Inc. 1.99% Reduce -2.8% 12,834 $11.1M
Vision Retirement, LLC 2.95% — 12,784 $11.0M
Wilsey Asset Management Inc. 1.70% No change 12,690 $10.9M
Richards, Merrill & Peterson, Inc. 4.19% Add +13.5% 12,680 $10.9M
Broadleaf Partners, LLC 2.30% Reduce -0.2% 12,666 $10.9M
Moran Wealth Management, LLC 0.33% Add +4.4% 12,624 $10.9M
CFM Wealth Partners LLC 1.57% Add +1.3% 12,598 $10.9M
AlphaCore Capital LLC 0.24% Add +7.7% 12,538 $10.8M
Signaturefd, LLC 0.17% No change 12,538 $10.8M
Simmons Bank 0.72% Add +1.1% 12,470 $10.8M
VestGen Advisors, LLC 0.46% Add +15.6% 12,457 $10.7M
Wesbanco Bank Inc. 0.30% Reduce -7.2% 12,441 $10.7M
Osborne Partners Capital Management, LLC 0.55% Add +1.7% 12,427 $10.7M
Turtle Creek Wealth Advisors, LLC 0.84% Add +7.3% 12,422 $10.7M
Nemes Rush Group LLC 1.01% Reduce -9.8% 12,389 $10.7M
Evexia Wealth LLC 2.98% Reduce -0.2% 11,232 $10.7M
Harbour Investments, Inc. 0.22% Add +18.4% 12,379 $10.7M
Plato Investment Management Ltd 0.70% No change 12,287 $10.6M
Erste Asset Management GmbH 0.09% Add +57.3% 12,047 $10.6M
SVB Wealth LLC 0.62% Reduce -7.5% 12,257 $10.6M
Texas Yale Capital Corp. 0.32% Add +3.4% 12,253 $10.6M
Greenleaf Trust 0.10% Reduce -2.7% 12,202 $10.5M
Harbour Investment Management LLC 5.56% Reduce -27.7% 12,165 $10.5M
Peachtree Investment Partners, LLC 3.47% Reduce -5.8% 12,135 $10.5M
OpenArc Corporate Advisory, LLC 0.17% — 12,127 $10.5M
Defender Capital, LLC. 3.38% New 12,084 $10.4M
Savant Capital, LLC 0.06% Reduce -4.3% 12,075 $10.4M
Securian Asset Management, Inc. 0.39% Reduce -43.7% 12,051 $10.4M
Blue Fin Capital, Inc. 1.61% Reduce -2.1% 12,047 $10.4M
Temasek Holdings (Private) Ltd 0.03% Reduce -11.2% 12,045 $10.4M
Rice Partnership, LLC 1.40% Add +1.6% 12,023 $10.4M
American Money Management, LLC 1.63% Add +6.6% 12,020 $10.4M
W.G. Shaheen & Associates DBA Whitney & Co 0.82% Add +29.6% 12,009 $10.4M
Guardian Partners Inc. 0.83% Reduce -9.4% 10,571 $10.3M
Principal Securities, Inc. 0.16% Reduce -0.9% 11,946 $10.3M
Mufg Securities Americas Inc. 0.65% Reduce -0.2% 11,939 $10.3M
GC Wealth Management RIA, LLC 0.38% Reduce -30.6% 11,919 $10.3M
Modern Wealth Management, LLC 0.18% Reduce -2.3% 11,738 $10.1M
Clarity Wealth Advisors, LLC 2.06% Add +5.5% 11,722 $10.1M
Kentucky Retirement Systems Insurance Trust Fund 0.65% No change 11,681 $10.1M
TLW Wealth Management, LLC 5.80% Add +0.1% 11,665 $10.1M
Liontrust Investment Partners LLP 0.15% Reduce -46.8% 11,662 $10.1M
Webster Bank, N. A. 0.94% Reduce -5.5% 11,654 $10.0M
GAM Holding AG 0.64% Add +25.2% 11,603 $10.0M
SlateStone Wealth, LLC 0.84% Reduce -4.9% 11,589 $10.0M
Copeland Capital Management, LLC 0.22% Reduce -3.8% 11,581 $10.0M
Quadrant Capital Group LLC 0.30% Add +6.8% 11,545 $10.0M
HUB Investment Partners, LLC 0.27% Reduce -0.8% 11,543 $10.0M
1ST Source Bank 0.52% Reduce -1.2% 11,515 $9.9M
McBroom & Associates, LLC 4.82% Reduce -0.2% 11,501 $9.9M
KMG Fiduciary Partners, LLC 0.70% Reduce -3.6% 11,454 $9.9M
Canada Post Corp Registered Pension Plan 0.38% Add +22.5% 11,446 $9.9M
Independent Solutions Wealth Management, LLC 1.80% Reduce -46.2% 11,363 $9.8M
Baldwin Investment Management, LLC 1.11% Add +2.8% 11,356 $9.8M
Empirical Capital Management, LLC 6.43% No change 11,350 $9.8M
Capital Planning Advisors, LLC 1.30% Reduce -1.0% 11,299 $9.7M
Stokes Capital Advisors, LLC 2.22% Reduce -0.9% 11,260 $9.7M
Bensler, LLC 0.97% Add +3.6% 11,210 $9.7M
SFE Investment Counsel 1.51% Add +6.0% 11,200 $9.7M
Fifth Third Wealth Advisors LLC 0.34% Add +3.7% 11,188 $9.6M
Great Lakes Advisors, LLC 0.08% Reduce -29.4% 11,175 $9.6M
Valeo Financial Advisors, LLC 0.21% Reduce -2.3% 11,148 $9.6M
Nations Financial Group Inc, /Ia/ 0.50% Reduce -13.8% 11,109 $9.6M
Index Fund Advisors, Inc. 0.45% Reduce -2.1% 11,105 $9.6M
EFG International AG 0.18% — 11,096 $9.6M
WoodTrust Financial Corp 1.11% Reduce -2.1% 10,981 $9.5M
Bradley & Co. Private Wealth Management, LLC 5.06% Reduce -1.3% 10,937 $9.4M
Texas Capital Bank Wealth Management Services Inc 0.54% Add +6.5% 10,928 $9.4M
Evelyn Partners Investment Management LLP 0.26% Add +5.7% 10,924 $9.4M
Brooklyn Investment Group 0.43% Add +50.4% 10,851 $9.4M
Chokshi & Queen Wealth Advisors, Inc 4.91% Reduce -5.0% 10,890 $9.4M
GPM Growth Investors, Inc. 3.65% Reduce -4.1% 10,861 $9.4M
Focus Financial Network, Inc. 0.33% Reduce -4.3% 10,834 $9.3M
Goelzer Investment Management, Inc. 0.43% Add +7.8% 10,834 $9.3M
Garrison Bradford & Associates Inc. 10.14% Reduce -3.4% 10,832 $9.3M
Algert Global LLC 0.15% Add +11.1% 10,805 $9.3M
Falcon Wealth Planning 0.78% Add +72.3% 10,786 $9.3M
Perryman Financial Advisory Inc. 1.36% — 10,785 $9.3M
First Western Trust Bank 0.46% Reduce -2.2% 10,773 $9.3M
Prosperity Consulting Group, LLC 0.42% Reduce -5.0% 10,757 $9.3M
Meridian Wealth Advisors, LLC 1.28% Reduce -6.2% 10,742 $9.3M
North Star Investment Management Corp. 0.58% Reduce -1.9% 10,694 $9.2M
Avantax Planning Partners, Inc. 0.26% Add +126.2% 10,692 $9.2M
CapWealth Advisors, LLC 0.81% Reduce -0.7% 10,652 $9.2M
Simplicity Wealth,LLC 0.55% Add +13.5% 10,652 $9.2M
DSG Capital Advisors, LLC 1.40% Add +4.7% 9,600 $9.2M
Mengis Capital Management, Inc. 1.63% Reduce -4.0% 10,631 $9.2M
Knuff & Co LLC 2.70% Add +0.0% 10,616 $9.2M
Sumitomo Mitsui Financial Group, Inc. 0.16% Add +6.8% 10,604 $9.1M
Reynders McVeigh Capital Management, LLC 0.43% Reduce -0.9% 10,592 $9.1M
WCG Wealth Advisors LLC 0.26% New 10,586 $9.1M
Journey Advisory Group, LLC 0.76% Reduce -9.8% 10,539 $9.1M
Beck Mack & Oliver LLC 0.16% Add +6.7% 10,511 $9.1M
MidFirst Bank 0.72% — 10,436 $9.0M
Luts & Greenleigh Group, Inc. 7.64% Reduce -0.8% 10,430 $9.0M
Choate Investment Advisors 0.18% Add +3.6% 10,425 $9.0M
Pallas Capital Advisors LLC 0.30% Reduce -9.6% 10,419 $9.0M
IHT Wealth Management, LLC 0.22% Add +1.6% 10,356 $9.0M
Jamison Private Wealth Management, Inc. 1.12% Add +1.3% 10,401 $9.0M
GHP Investment Advisors, Inc. 0.37% Reduce -4.8% 10,381 $9.0M
Kesler, Norman & Wride, LLC 1.53% Reduce -5.9% 10,340 $8.9M
Coastline Trust Co 0.84% Add +5.9% 10,308 $8.9M
Contravisory Investment Management, Inc. 1.76% Reduce -2.7% 10,302 $8.9M
Strategic Wealth Investment Group, LLC 1.09% Reduce -29.3% 10,257 $8.8M
Hanson & Doremus Investment Management 1.06% Reduce -4.4% 10,254 $8.8M
Appleton Partners Inc. 0.58% Reduce -1.1% 10,230 $8.8M
Tower Bridge Advisors 0.90% Reduce -4.6% 10,164 $8.8M
NLB Skladi, upravljanje premozenja, d.o.o. 0.40% — 10,159 $8.8M
True North Advisors, LLC 1.13% Add +2.7% 10,151 $8.8M
Arax Advisory Partners 0.25% Reduce -20.4% 10,142 $8.7M
Angeles Wealth Management, LLC 0.48% Reduce -2.6% 10,141 $8.7M
Qsemble Capital Management, LP 0.72% Add +61.5% 10,118 $8.7M
Great Lakes Retirement, Inc. 0.90% Add +3.1% 10,065 $8.7M
One Capital Management, LLC 0.26% Reduce -4.4% 10,059 $8.7M
Barr E S & Co. 0.45% Add +0.7% 10,018 $8.6M
Leeward Financial Partners, LLC 2.43% Add +17.6% 10,017 $8.6M
Geneos Wealth Management Inc. 0.21% Add +2.5% 10,016 $8.6M
Mountain Pacific Investment Advisers LLC 1.40% Reduce -0.8% 9,990 $8.6M
Sun Group Wealth Partners 6.87% — 9,929 $8.6M
Quest Investment Management LLC 0.92% Reduce -16.5% 9,912 $8.5M
Parsons Capital Management Inc. 0.47% Add +0.2% 9,814 $8.5M
Nelson Capital Management, LLC 0.99% Reduce -3.4% 9,784 $8.4M
Howland Capital Management LLC 0.32% Reduce -0.7% 9,741 $8.4M
Compound Planning, Inc. 0.25% Add +7.5% 9,732 $8.4M
Mount Vernon Associates Inc. 5.64% Reduce -0.1% 9,732 $8.4M
Rockline Wealth Management, LLC 1.71% Add +2.7% 9,718 $8.4M
Howe & Rusling Inc. 0.55% Add +9.6% 9,717 $8.4M
NFJ Investment Group, LLC 0.30% Reduce -2.8% 9,707 $8.4M
Meeder Advisory Services, Inc. 0.36% Add +0.2% 9,680 $8.3M
Kenora Financial, LLC 2.81% Add +0.6% 9,673 $8.3M
Moors & Cabot, Inc. 0.36% Reduce -22.6% 9,672 $8.3M
DLK Investment Management, LLC 3.10% Reduce -3.1% 9,665 $8.3M
Livforsakringsbolaget Skandia, Omsesidigt 0.32% Reduce -23.6% 9,651 $8.3M
Cordgrass Capital Advisors, LLC 1.99% Add +0.3% 9,618 $8.3M
Ballentine Partners, LLC 0.12% Reduce -3.5% 9,582 $8.3M
Baugh & Associates, LLC 4.05% Reduce -2.8% 10,252 $8.2M
Sterling Investment Advisors, Ltd. 1.51% Add +1.4% 9,495 $8.2M
Carderock Capital Management Inc. 1.98% Add +1.2% 9,488 $8.2M
Smartleaf Asset Management LLC 0.31% Add +28.7% 9,440 $8.2M
GAMMA Investing LLC 0.41% Reduce -3.3% 9,445 $8.1M
Hartline Investment Corp./ 0.88% Reduce -0.4% 9,432 $8.1M
Blue Sky Capital Consultants Group, Inc. 3.54% Add +7.1% 9,396 $8.1M
Fiduciary Alliance LLC 0.53% Add +2.3% 9,390 $8.1M
SeaCrest Wealth Management, LLC 0.82% Reduce -4.1% 9,150 $8.1M
Cassaday & Co Wealth Management LLC 0.17% Add +0.2% 9,364 $8.1M
Headland Capital, LLC 2.24% Add +0.7% 9,352 $8.1M
Savvy Advisors, Inc. 0.26% Add +6.1% 9,329 $8.0M
Venture Visionary Partners LLC 0.26% Add +2.0% 9,125 $8.0M
Westwood Holdings Group Inc. 0.07% Add +4.2% 9,265 $8.0M
Pavion Blue Capital, LLC 3.31% Reduce -0.2% 9,248 $8.0M
Evolve Private Wealth, LLC 0.47% — 9,240 $8.0M
Numerai GP LLC 0.96% Reduce -27.4% 9,228 $8.0M
City Holding Co. 0.97% Add +6.1% 9,176 $7.9M
Wealth Analytics Partners, LLC 3.10% — 9,167 $7.9M
Institute for Wealth Management, LLC. 0.83% Reduce -1.1% 9,092 $7.8M
WealthPLAN Partners, LLC 1.17% Reduce -9.0% 9,072 $7.8M
CX Institutional 0.23% Reduce -25.9% 9,071 $7.8M
Virtu Financial LLC 0.30% Reduce -24.2% 9,058 $7.8M
Legacy Private Trust Co. 0.46% Reduce -1.4% 8,992 $7.8M
Stony Point Capital LLC 0.57% Reduce -46.4% 8,982 $7.7M
Trust Co. of Toledo NA 0.76% Add +0.5% 8,946 $7.7M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.51% Add +23.6% 8,934 $7.7M
Insigneo Advisory Services, LLC 0.55% Add +8.5% 8,926 $7.7M
LMCG Investments, LLC 0.44% Reduce -0.0% 8,917 $7.7M
Gladstone Institutional Advisory LLC 0.29% Reduce -15.1% 8,886 $7.7M
Cape Cod Five Cents Savings Bank 0.70% No change 8,642 $7.7M
Bfsg, LLC 0.74% Reduce -1.4% 8,874 $7.7M
International Assets Investment Management, LLC 0.52% Add +8.0% 8,864 $7.6M
Checchi Capital Advisers, LLC 0.52% Reduce -4.9% 8,858 $7.6M
Purpose Unlimited Inc. 0.35% — 8,858 $7.6M
Commerzbank Aktiengesellschaft 0.16% Reduce -13.6% 8,857 $7.6M
Chicago Partners Investment Group LLC 0.19% Reduce -1.1% 7,758 $7.6M
First Bank & Trust 1.23% Add +126.3% 8,782 $7.6M
GKV Capital Management Co., Inc. 2.83% Reduce -0.1% 8,778 $7.6M
Lake Street Private Wealth, LLC 0.93% Add +4.0% 8,768 $7.6M
ROI Financial Advisors, LLC 4.33% Add +0.3% 8,753 $7.5M
Stiles Financial Services Inc 2.32% Add +1.1% 8,744 $7.5M
Quotient Wealth Partners, LLC 0.20% Add +166.8% 8,731 $7.5M
Thoroughbred Financial Services, LLC 0.45% Reduce -5.9% 8,729 $7.5M
Keystone Wealth Services, LLC 1.58% Reduce -0.4% 8,723 $7.5M
Wealthcare Advisory Partners LLC 0.15% Add +5.0% 8,713 $7.5M
MMBG Investment Advisors Co. 0.63% Add +35.9% 8,708 $7.5M
Griffin Asset Management, Inc. 0.81% Add +7.0% 8,703 $7.5M
Spirepoint Private Client, LLC 0.72% Add +2.3% 8,694 $7.5M
Carroll Investors, Inc 3.58% Add +15.4% 8,674 $7.5M
Denali Advisors LLC 0.83% Reduce -0.6% 8,629 $7.4M
HCR Wealth Advisors 0.74% Add +3.1% 8,620 $7.4M
DoubleLine ETF Adviser LP 2.23% Add +1.5% 8,604 $7.4M
Hoffman, Alan N Investment Management 4.17% Reduce -25.6% 8,583 $7.4M
Calamos Wealth Management LLC 0.26% Add +4.1% 8,564 $7.4M
Colonial Trust Co / SC 0.98% Reduce -2.8% 8,543 $7.4M
Pure Financial Advisors, LLC 0.11% Reduce -4.7% 8,542 $7.4M
FFG Partners, LLC 2.13% Reduce -51.5% 8,532 $7.4M
Arlington Financial Advisors, LLC 1.05% Reduce -5.1% 8,518 $7.3M
Hills Bank & Trust Co 0.43% Reduce -3.9% 8,491 $7.3M
Schnieders Capital Management, Llc. 1.14% Reduce -0.3% 8,477 $7.3M
Anchor Investment Management, LLC 0.59% Add +2.3% 8,475 $7.3M
Belpointe Asset Management LLC 0.26% Reduce -0.1% 8,452 $7.3M
Hennion & Walsh Asset Management, Inc. 0.25% Add +7.0% 8,447 $7.3M
Osprey Private Wealth LLC 2.10% Add +29.7% 8,445 $7.3M
Legacy Trust 1.36% Add +5.9% 8,427 $7.3M
Trust Co. of Oklahoma 2.12% Reduce -0.5% 8,421 $7.3M
Clark Capital Management Group, Inc. 0.04% Reduce -83.6% 8,393 $7.2M
Montecito Bank & Trust 1.15% Reduce -9.2% 8,374 $7.2M
Frank, Rimerman Advisors LLC 0.46% Add +7.6% 8,361 $7.2M
Vantage Investment Partners, LLC 0.48% No change 8,355 $7.2M
Cinctive Capital Management LP 0.41% New 8,329 $7.2M
Chelsea Counsel Co. 3.08% Add +0.1% 8,310 $7.2M
Oddo BHF Asset Management Sas 0.27% Add +21.5% 8,268 $7.1M
Rockland Trust Co. 0.28% Reduce -1.3% 8,250 $7.1M
Kingswood Wealth Advisors, LLC 0.34% Add +36.3% 8,241 $7.1M
U.S. Capital Wealth Advisors, LLC 0.19% Reduce -9.9% 8,233 $7.1M
Stenger Family Office, LLC 1.45% Add +15.5% 8,165 $7.0M
Mather Group, Llc. 0.07% Add +4.5% 8,164 $7.0M
Zevenbergen Capital Investments LLC 0.16% Add +0.3% 8,163 $7.0M
StrongBox Wealth, LLC 2.31% Add +16.5% 8,161 $7.0M
Schmidt P J Investment Management Inc. 1.14% Add +2.3% 8,143 $7.0M
Cypress Capital Group 0.79% Reduce -0.3% 8,142 $7.0M
RFG Advisory, LLC 0.13% Reduce -11.8% 8,129 $7.0M
Fairfield Financial Advisors, LTD 2.28% Add +1.5% 8,099 $7.0M
Ayrshire Capital Management LLC 3.20% Add +7.1% 8,083 $7.0M
Marble Wealth, LLC 0.97% — 8,074 $7.0M
Capital Group Investment Management Pte. LTD. 1.13% Reduce -2.9% 8,073 $7.0M
Traynor Capital Management, Inc. 0.38% Add +2.8% 8,062 $7.0M
RAM Investment Partners, LLC 1.25% Add +7.1% 8,024 $6.9M
Secure Asset Management, LLC 1.09% Reduce -0.6% 8,024 $6.9M
LS Investment Advisors, LLC 0.97% Reduce -0.8% 7,988 $6.9M
Hartford Financial Management Inc. 1.79% Add +0.7% 7,978 $6.9M
Petix & Botte Co 1.56% Add +0.0% 7,961 $6.9M
Joel Isaacson & Co., LLC 0.23% Reduce -2.4% 7,923 $6.8M
Syon Capital LLC 0.34% Reduce -0.2% 7,908 $6.8M
Fidelis Capital Partners, LLC 0.50% Reduce -3.6% 7,905 $6.8M
Kovack Advisors, Inc. 0.32% Add +183.9% 7,884 $6.8M
Cardinal Point Capital Management ULC 0.44% Add +0.7% 7,880 $6.8M
Townsend Asset Management Corp. /NC/ 2.39% Add +3.4% 7,869 $6.8M
Fulton Bank, N.A. 0.23% Add +1.5% 7,862 $6.8M
Rench Wealth Management, Inc. 1.94% Add +0.6% 7,848 $6.8M
Sagewood Asset Management LP 2.40% — 7,841 $6.8M
Fischer Financial Services, Inc. 1.79% Add +2.9% 7,836 $6.8M
Eastover Investment Advisors LLC 2.97% Add +13.0% 7,831 $6.8M
B. Riley Wealth Advisors, Inc. 0.32% Reduce -3.7% 7,810 $6.7M
Bull Street Advisors, LLC 3.12% Reduce -0.4% 7,787 $6.7M
Connecticut Wealth Management, LLC 0.29% Reduce -1.4% 7,783 $6.7M
Consolidated Capital Management, LLC 2.02% Reduce -17.0% 7,750 $6.7M
Meritage Portfolio Management 0.44% Reduce -2.3% 7,701 $6.6M
Gilder Gagnon Howe & Co. LLC 0.07% Reduce -1.9% 7,699 $6.6M
Meiji Yasuda Asset Management Co Ltd. 0.32% Add +63.9% 7,689 $6.6M
Banque Pictet & Cie SA 0.07% Reduce -5.5% 7,662 $6.6M
Strategic Advisors LLC 1.03% Add +70.2% 7,653 $6.6M
St Germain D J Co. Inc. 0.26% Reduce -2.0% 7,633 $6.6M
Miller Capital Partners, Inc. 3.35% — 7,610 $6.6M
Rossmore Private Capital 0.59% Add +11.8% 7,603 $6.6M
HBK Sorce Advisory LLC 0.15% Reduce -6.8% 6,528 $6.5M
StoneX Group Inc. 0.28% Reduce -0.7% 7,559 $6.5M
Weik Capital Management 2.44% Reduce -0.3% 7,563 $6.5M
Spinnaker Trust 0.35% Reduce -1.3% 7,561 $6.5M
Churchill Financial Advisors, LLC 1.99% — 7,558 $6.5M
Sittner & Nelson, LLC 2.30% Reduce -7.3% 6,502 $6.5M
Connors Investor Services Inc. 0.56% Reduce -58.2% 7,552 $6.5M
Cerro Pacific Wealth Advisors LLC 1.75% Reduce -0.7% 7,539 $6.5M
Bahl & Gaynor LLC 0.03% Add +0.3% 7,501 $6.5M
Auxier Asset Management LLC 0.91% Reduce -5.0% 7,500 $6.5M
Courier Capital LLC 0.36% Reduce -11.2% 7,481 $6.5M
AdvisorNet Financial, Inc 0.34% Add +20.9% 7,472 $6.4M
Hudson Value Partners, LLC 1.91% Reduce -9.8% 7,407 $6.4M
Procyon Advisors, LLC 0.32% Reduce -1.2% 7,429 $6.4M
CreativeOne Wealth, LLC 0.15% Reduce -3.1% 7,406 $6.4M
Indiana Trust & Investment Management Co 1.88% Reduce -1.7% 7,401 $6.4M
Asset Planning,Inc 4.47% Reduce -0.2% 7,378 $6.4M
Pine Valley Investments Ltd Liability Co 0.32% Add +0.7% 7,339 $6.3M
Tema ETFs LLC 0.49% Reduce -0.3% 7,307 $6.3M
Blue Trust, Inc. 0.07% Reduce -0.2% 7,287 $6.3M
Fiduciary Group, LLC 0.53% Reduce -2.0% 7,285 $6.3M
Rehmann Capital Advisory Group 0.33% Reduce -1.6% 7,282 $6.3M
Allium Financial Advisors, LLC 4.97% Add +42.6% 7,278 $6.3M
Continuum Advisory, LLC 0.63% Add +2.8% 7,274 $6.3M
180 Wealth Advisors, LLC 0.72% Reduce -0.7% 7,274 $6.3M
FAS Wealth Partners, Inc. 0.40% Add +3.8% 7,265 $6.3M
Covington Investment Advisors Inc. 0.85% Reduce -6.3% 7,225 $6.2M
Sagespring Wealth Partners, LLC 0.11% Reduce -1.5% 7,219 $6.2M
Westover Capital Advisors, LLC 1.13% Reduce -3.7% 7,204 $6.2M
S.E.E.D. Planning Group LLC 1.76% Reduce -0.8% 7,169 $6.2M
Chronos Wealth Management, LLC 2.86% Reduce -0.6% 7,169 $6.2M
NorthRock Partners, LLC 0.10% Reduce -38.7% 7,155 $6.2M
Certified Advisory Corp 0.56% Reduce -2.8% 7,153 $6.2M
Apollon Financial, LLC 0.90% Reduce -4.0% 7,130 $6.1M
Hendley & Co. Inc. 2.20% Add +119.9% 7,128 $6.1M
BLI - Banque de Luxembourg Investments 0.18% Reduce -23.7% 7,100 $6.1M
ICICI Prudential Asset Management Co Ltd 0.72% Add +4.4% 7,112 $6.1M
Security National Bank 0.88% Add +3.0% 7,080 $6.1M
Clarius Group, LLC 0.35% Reduce -2.6% 7,078 $6.1M
Fideuram Asset Management (Ireland) dac 0.48% — 5,877 $6.1M
Hilltop Holdings Inc. 0.37% Reduce -4.6% 7,078 $6.1M
Pecaut & Co. 1.96% Reduce -0.7% 7,037 $6.1M
Carlton Hofferkamp & Jenks Wealth Management, LLC 2.02% Add +0.1% 7,027 $6.1M
Jasper Ridge Partners, L.P. 0.13% Reduce -75.8% 7,003 $6.0M
River Wealth Advisors LLC 0.67% Reduce -4.3% 6,977 $6.0M
Park State Asset Management 4.03% Reduce -2.3% 6,975 $6.0M
Sitrin Capital Management LLC 2.85% Add +0.5% 6,967 $6.0M
Harbor Investment Advisory, LLC 0.45% Add +1.2% 6,963 $6.0M
Brevan Howard Capital Management LP 0.13% Add +250.5% 6,961 $6.0M
Gibraltar Capital Management, Inc. 1.02% No change 6,952 $6.0M
Sweeney & Michel, LLC 1.77% Add +0.1% 6,116 $6.0M
Bank of Stockton 1.71% Reduce -0.2% 6,913 $6.0M
Clear Creek Financial Management, LLC 0.49% Add +3.4% 6,909 $6.0M
Delta Financial Advisors LLC 1.55% Add +14.5% 6,907 $6.0M
Holderness Investments Co. 1.21% Reduce -1.1% 6,892 $5.9M
Pacific Sage Partners, LLC 0.94% Reduce -0.7% 6,872 $5.9M
Agp Franklin, LLC 2.78% Add +7.8% 6,871 $5.9M
Trinity Legacy Partners, LLC 1.36% Add +1.7% 6,870 $5.9M
Koshinski Asset Management, Inc. 0.38% Add +1.0% 6,863 $5.9M
SIH Partners, LLLP 0.34% New 6,863 $5.9M
Alps Advisors Inc. 0.03% Reduce -5.9% 6,863 $5.9M
Tower View Wealth Management LLC 2.93% Add +0.6% 6,861 $5.9M
Conning Inc. 0.21% Add +6.5% 6,828 $5.9M
American Trust 0.49% Add +2.8% 6,821 $5.9M
Grove Bank & Trust 0.66% Reduce -1.9% 6,811 $5.9M
Sciencast Management LP 0.81% New 6,778 $5.8M
Palumbo Wealth Management LLC 1.44% Reduce -0.7% 6,776 $5.8M
Diamant Asset Management, Inc. 4.22% Add +6.4% 6,769 $5.8M
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 1.56% — 6,741 $5.8M
Tranquility Partners, LLC 2.09% Reduce -2.8% 6,724 $5.8M
Campbell & CO Investment Adviser LLC 0.28% New 6,711 $5.8M
Centaurus Financial, Inc. 0.26% Add +4.4% 6,692 $5.8M
Dorsey & Whitney Trust CO LLC 0.31% Reduce -26.1% 6,687 $5.8M
Linscomb Wealth, Inc. 0.24% Add +3.9% 6,682 $5.8M
Bellevue Asset Management, LLC 1.86% Reduce -0.1% 6,680 $5.8M
First National Advisers, LLC 0.79% Reduce -8.2% 6,666 $5.7M
Clearstead Trust, LLC 0.90% Reduce -5.7% 6,661 $5.7M
Ardent Capital Management, Inc. 2.27% Add +8.7% 6,651 $5.7M
Twin Capital Management Inc. 0.71% Add +0.7% 6,646 $5.7M
First Interstate Bank 0.31% Reduce -3.2% 6,642 $5.7M
JPL Wealth Management, LLC 1.39% Reduce -3.7% 6,638 $5.7M
Parisi Gray Wealth Management 1.30% Add +0.1% 6,621 $5.7M
Etesian Wealth Advisors, Inc. 1.79% No change 6,612 $5.7M
Mission Creek Capital Partners, Inc. 1.15% Add +4.4% 6,601 $5.7M
Woodmont Investment Counsel LLC 0.36% Reduce -0.3% 6,587 $5.7M
Dana Investment Advisors, Inc. 0.17% Reduce -2.0% 6,578 $5.7M
Physicians Financial Services, Inc. 1.52% Reduce -1.4% 6,572 $5.7M
Cambient Family Office, LLC 0.81% — 6,556 $5.7M
GAMCO Investors 0.05% Reduce -22.8% 6,520 $5.6M
WealthCollab, LLC 2.30% Add +1208.0% 6,514 $5.6M
KP Management LLC 1.75% Reduce -7.1% 6,500 $5.6M
Fort Washington Investment Advisors Inc. 0.03% Add +1.3% 6,493 $5.6M
Bell & Brown Wealth Advisors, LLC 1.79% Add +2.9% 6,460 $5.6M
Buffalo Business & Estate Services Ltd. 0.80% — 6,450 $5.6M
Wedmont Private Capital 0.19% Reduce -0.2% 6,282 $5.5M
Tyche Wealth Partners LLC 0.88% Add +8.9% 6,427 $5.5M
McIlrath & Eck, LLC 0.51% Reduce -0.3% 6,421 $5.5M
Sage Capital Advisors,llc 1.31% Add +0.7% 6,416 $5.5M
Morse Asset Management, Inc 1.12% Add +0.7% 6,412 $5.5M
Fieldview Capital Management, LLC 0.94% Add +6.3% 6,412 $5.5M
Capital Analysts, LLC 0.15% Reduce -3.4% 6,411 $5.5M
Harbour Capital Advisors, LLC 1.13% Reduce -1.3% 6,467 $5.5M
Galvin, Gaustad & Stein, LLC 0.44% Reduce -4.7% 6,403 $5.5M
Wimmer Associates 1, LLC 2.57% Reduce -2.6% 6,401 $5.5M
Cohen Klingenstein LLC 0.17% No change 6,400 $5.5M
Modera Wealth Management, LLC 0.06% Reduce -5.7% 6,394 $5.5M
TCI Wealth Advisors, Inc. 0.30% Add +3.9% 6,389 $5.5M
Bradyco, Inc. 6.84% Reduce -18.3% 6,389 $5.5M
GM Advisory Group, LLC 0.22% Add +20.8% 6,373 $5.5M
Baron Capital (BAMCO) 0.01% No change 6,349 $5.5M
Hohimer Wealth Management, LLC 0.74% Add +0.3% 6,344 $5.5M
First Washington CORP 1.42% Reduce -1.0% 6,341 $5.5M
TFR Capital, LLC. 1.81% Add +5.3% 6,338 $5.5M
Transamerica Financial Advisors, LLC 0.46% Add +1.0% 6,324 $5.5M
Sepio Capital, LP 0.30% Add +17.8% 6,315 $5.4M
Northcape Wealth Management, LLC 1.54% Reduce -0.1% 6,305 $5.4M
Midwest Professional Planners, LTD. 1.29% Reduce -8.7% 6,304 $5.4M
Navellier & Associates Inc. 0.61% Reduce -69.1% 6,293 $5.4M
WS Management LLLP 0.72% No change 6,285 $5.4M
Leelyn Smith, LLC 0.78% Add +1.5% 6,268 $5.4M
Knightsbridge Asset Management, LLC 0.88% Reduce -1.3% 6,251 $5.4M
Principle Wealth Partners LLC 0.30% Add +4.0% 6,250 $5.4M
Cornerstone Wealth Group, LLC 0.37% Add +3.0% 6,247 $5.4M
Bay Rivers Group 2.18% Add +5.6% 6,246 $5.4M
Strategic Global Advisors, LLC 0.83% Reduce -2.4% 6,243 $5.4M
Accent Capital Management, LLC 2.31% Reduce -0.1% 6,238 $5.4M
Leisure Capital Management 1.78% Reduce -0.0% 6,237 $5.4M
Mitchell Capital Management Co. 0.96% Reduce -8.5% 6,231 $5.4M
Balboa Wealth Partners 0.89% Reduce -3.8% 6,222 $5.4M
Capital Group Private Client Services, Inc. 0.09% Reduce -4.3% 6,202 $5.3M
Duncker Streett & Co. Inc. 0.95% Reduce -4.2% 6,197 $5.3M
FineMark National Bank & Trust 0.17% Reduce -1.8% 6,190 $5.3M
Ontario Teachers Pension Plan Board 0.12% Add +10.4% 6,187 $5.3M
Sargent Investment Group, LLC 0.67% Add +15.3% 6,171 $5.3M
HWG Holdings LP 1.28% Reduce -50.2% 6,135 $5.3M
Ghe, LLC 1.75% New 6,133 $5.3M
Confluence Wealth Services, Inc. 0.22% Reduce -0.6% 6,132 $5.3M
Trivium Point Advisory, LLC 0.53% Reduce -3.4% 6,122 $5.3M
Capital Advisors Wealth Management, LLC 0.72% Add +0.4% 6,116 $5.3M
Avior Wealth Management, LLC 0.16% Reduce -1.7% 6,111 $5.3M
Harel Insurance Investments & Financial Services Ltd. 0.05% Add +5.2% 6,100 $5.3M
Peterson Wealth Management 3.89% Reduce -7.0% 6,078 $5.2M
Mattern Wealth Management LLC 1.01% Add +2.5% 6,075 $5.2M
Level Four Advisory Services, LLC 0.17% Add +15.6% 6,072 $5.2M
Westerkirk Capital Inc. 0.51% Add +21.7% 6,058 $5.2M
Capital Asset Advisory Services LLC 0.21% Add +14.8% 5,876 $5.2M
Arista Wealth Management, LLC 0.64% Reduce -15.6% 6,049 $5.2M
TAGStone Capital, Inc. 1.94% Add +0.1% 6,041 $5.2M
Elevation Point Wealth Partners, LLC 0.25% Add +162.2% 6,036 $5.2M
Trustmark Bank Trust Department 0.33% Add +0.8% 6,035 $5.2M
Carnegie Lake Advisors LLC 1.97% No change 5,992 $5.2M
Generali Investments CEE, investicni spolecnost, a.s. 0.36% Add +32.8% 5,991 $5.2M
Patron Partners, LLC 2.30% Add +1.3% 5,980 $5.2M
Wealth Enhancement Trust Services, Inc. 0.65% — 5,972 $5.1M
Pinnacle Wealth Management Advisory Group, LLC 0.35% Add +2.4% 5,965 $5.1M
SBI Securities Co., Ltd. 0.13% Reduce -3.5% 5,928 $5.1M
Cordatus Wealth Management LLC 1.18% Add +40.8% 5,927 $5.1M
Rowlandmiller & Partners.adv 0.98% Add +1.4% 5,916 $5.1M
PFC Capital Group, Inc. 2.10% Add +0.9% 5,917 $5.1M
WD Rutherford LLC 2.13% Add +1.8% 5,904 $5.1M
Cornerstone Wealth Management, LLC 0.26% Add +18.6% 5,888 $5.1M
Sovran Advisors, LLC 0.43% Reduce -17.3% 5,303 $5.1M
KKM Financial LLC 0.90% Add +15.0% 5,882 $5.1M
Hall Capital Management Co. Inc. 1.95% Add +1.0% 5,864 $5.1M
Stevens Capital Management LP 1.78% Add +17.6% 5,861 $5.1M
RMR Wealth Builders 0.40% Add +13.1% 5,837 $5.0M
Alhambra Investment Management LLC 2.34% Reduce -0.1% 5,834 $5.0M
Nichols & Pratt Advisers LLP 0.31% Add +3.8% 5,827 $5.0M
Patriot Financial Group Insurance Agency, LLC 0.60% Reduce -13.7% 5,826 $5.0M
Beacon Investment Advisors LLC 2.01% Reduce -2.0% 5,816 $5.0M
Narwhal Capital Management 0.36% Add +8.8% 5,808 $5.0M
Regatta Capital Group, LLC 0.75% Reduce -1.4% 5,794 $5.0M
Taikang Asset Management (Hong Kong) Co Ltd 0.49% No change 5,788 $5.0M
Signet Financial Management, LLC 0.56% Add +1.1% 5,782 $5.0M
Private Trust Co. NA 0.44% Add +1.7% 5,781 $5.0M
B.O.S.S. Retirement Advisors, LLC 1.57% Add +5.5% 5,773 $5.0M
Sound View Wealth Advisors Group, LLC 0.33% Add +2.0% 5,764 $5.0M
Madrona Financial Services, LLC 1.06% Add +0.2% 5,760 $5.0M
Miramontes Capital, LLC 1.69% — 5,746 $5.0M
Claret Asset Management Corp 0.58% Add +0.8% 5,723 $4.9M
Spirit of America Management Corp. 1.04% Reduce -15.5% 5,706 $4.9M
Oak Asset Management, LLC 1.68% Add +39.5% 5,701 $4.9M
Inspire Trust Co, N.A. 0.81% Add +23.9% 5,700 $4.9M
Cypress Wealth Services, LLC 0.68% Add +16.9% 5,691 $4.9M
Godshalk Welsh Capital Management, Inc. 2.80% Reduce -1.8% 5,676 $4.9M
Praxis Investment Management Inc. 0.29% Reduce -21.4% 5,673 $4.9M
United Bank 1.66% Reduce -7.0% 5,670 $4.9M
Weaver Capital Management LLC 1.03% Add +4.5% 5,664 $4.9M
Forum Financial Management, LP 0.06% Reduce -2.1% 5,663 $4.9M
BTC Capital Management, Inc. 0.34% Reduce -7.7% 5,646 $4.9M
Family Legacy, Inc. 1.46% Reduce -0.1% 5,644 $4.9M
Snider Financial Group 1.29% Add +1.3% 5,633 $4.9M
Strait & Sound Wealth Management LLC 1.81% Reduce -6.8% 5,628 $4.9M
Sunbelt Securities, Inc. 0.32% Add +0.3% 5,609 $4.8M
Bank of New Hampshire 1.08% Reduce -3.3% 5,587 $4.8M
Asset One Wealth Management LLC 0.66% — 4,971 $4.8M
Argentarii, LLC 1.57% Add +10.4% 5,582 $4.8M
Somerset Trust Co 1.47% Reduce -3.1% 5,582 $4.8M
Quantbot Technologies LP 0.16% New 5,576 $4.8M
Atlas Capital Advisors Inc. 0.53% — 5,554 $4.8M
Marathon Wealth Advisors LLC 1.90% — 5,550 $4.8M
New Hampshire Trust 0.93% Reduce -3.2% 5,545 $4.8M
Harold Davidson & Associates Inc. 2.11% Reduce -4.2% 5,533 $4.8M
William Allan Corp 2.70% Reduce -3.4% 5,519 $4.8M
Baxter Bros Inc. 0.55% Reduce -0.1% 5,504 $4.7M
Pine Haven Investment Counsel, Inc 3.37% Reduce -0.2% 5,499 $4.7M
Gerber Kawasaki Wealth & Investment Management 0.17% Add +6.8% 5,498 $4.7M
Allen Investment Management, LLC 0.05% Add +21.3% 5,475 $4.7M
ICW Investment Advisors LLC 1.72% Reduce -2.1% 5,471 $4.7M
McCarter Private Wealth Services LLC 2.12% Add +1.9% 5,471 $4.7M
Left Brain Wealth Management, LLC 1.63% Add +0.6% 5,470 $4.7M
Hantz Financial Services, Inc. 0.07% Add +2.3% 5,465 $4.7M
New Age Alpha Advisors, LLC 0.20% Add +342.8% 5,464 $4.7M
Hodges Capital Management Inc. 0.40% Add +65.0% 5,457 $4.7M
Tritonpoint Wealth, LLC 0.48% Reduce -18.7% 5,452 $4.7M
Aaron Wealth Advisors LLC 0.26% Add +7.0% 5,449 $4.7M
Front Row Advisors LLC 1.57% Reduce -0.3% 5,447 $4.7M
Roberts Wealth Advisors, LLC 1.22% Reduce -0.4% 5,441 $4.7M
Cohen Capital Management, Inc. 0.71% No change 5,437 $4.7M
Trail Ridge Investment Advisors, LLC 2.02% Add +0.6% 5,435 $4.7M
Romano Brothers and Company 0.53% Add +0.2% 5,435 $4.7M
Centiva Capital, LP 0.28% New 5,434 $4.7M
Centric Wealth Management 0.99% Add +2.2% 4,835 $4.7M
Capital Wealth Planning, LLC 0.03% Reduce -1.2% 5,425 $4.7M
TBH Global Asset Management, LLC 0.78% Add +10.2% 5,406 $4.7M
Kingsman Wealth Management, Inc. 2.51% Reduce -26.1% 5,377 $4.6M
Stratos Investment Management, LLC 0.19% Reduce -3.1% 5,370 $4.6M
Aprio Wealth Management, LLC 0.27% Add +192.0% 5,367 $4.6M
Regal Investment Advisors LLC 0.28% Add +0.7% 5,365 $4.6M
Avestar Capital, LLC 0.32% Add +1.3% 5,361 $4.6M
TCTC Holdings, LLC 0.14% Reduce -1.7% 5,361 $4.6M
Manhattan West Asset Management, LLC 0.95% Reduce -6.4% 5,356 $4.6M
Ceera Investments, LLC 1.78% Reduce -7.0% 5,350 $4.6M
McDonough Capital Management, Inc 2.25% Reduce -4.0% 5,325 $4.6M
Asset Dedication, LLC 0.30% Reduce -2.1% 5,322 $4.6M
Valicenti Advisory Services Inc. 0.96% Add +16.2% 5,315 $4.6M
CTC LLC 0.42% Reduce -15.9% 5,307 $4.6M
Qtron Investments LLC 0.59% Reduce -9.0% 5,292 $4.6M
Ameritas Advisory Services, LLC 0.17% Add +44.7% 5,283 $4.6M
Inlet Private Wealth, LLC 1.06% Reduce -0.5% 5,280 $4.6M
Harvest Investment Services, LLC 0.86% Add +0.4% 5,278 $4.6M
Brentview Investment Management LLC 2.05% Add +0.3% 5,269 $4.5M
Trivant Custom Portfolio Group, LLC 2.61% Add +0.3% 5,260 $4.5M
Runnymede Capital Advisors, Inc. 2.61% Add +808.5% 5,260 $4.5M
Mirador Capital Partners LP 0.62% Add +0.3% 5,260 $4.5M
National Philanthropic Trust 0.04% Add +5.7% 5,251 $4.5M
Mezzasalma Advisors, LLC 1.09% Add +5.3% 5,294 $4.5M
Harrington Investments, INC 2.27% No change 5,236 $4.5M
Csenge Advisory Group 0.20% Reduce -5.5% 5,196 $4.5M
Blume Capital Management, Inc. 0.82% Reduce -6.3% 5,184 $4.5M
Journey Strategic Wealth LLC 0.12% Reduce -33.7% 5,183 $4.5M
Little House Capital LLC 1.12% Reduce -7.5% 5,179 $4.5M
Analyst IMS Investment Management Services Ltd. 0.13% Reduce -0.4% 5,175 $4.5M
Parcion Private Wealth LLC 0.27% Reduce -0.6% 5,158 $4.4M
TRUE Private Wealth Advisors 0.44% Reduce -1.5% 5,111 $4.4M
Eley Financial Management, Inc 1.58% Reduce -3.4% 5,091 $4.4M
Everhart Financial Group, Inc. 0.41% Add +9.6% 5,088 $4.4M
Accuvest Global Advisors 3.22% Reduce -18.4% 5,074 $4.4M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.37% Reduce -6.9% 5,058 $4.4M
PGIM Custom Harvest LLC 0.06% Add +0.8% 5,055 $4.4M
Banco de Sabadell, S.A 2.83% Reduce -1.9% 5,046 $4.3M
Schwarz Dygos Wheeler Investment Advisors LLC 0.90% Reduce -0.6% 5,035 $4.3M
Flagship Harbor Advisors, LLC 0.20% Reduce -26.6% 5,033 $4.3M
Fruth Investment Management 1.17% No change 5,030 $4.3M
Arvest Bank Trust Division 0.23% Add +698.3% 5,021 $4.3M
Gifford Fong Associates 0.86% No change 5,016 $4.3M
Resonant Capital Advisors, LLC 0.24% Reduce -1.3% 5,015 $4.3M
S.A. Mason LLC 1.71% Add +1.9% 5,003 $4.3M
Vickerman Investment Advisors, Inc. 0.86% Add +1.5% 4,993 $4.3M
Greenfield Savings Bank 1.81% Reduce -7.9% 4,982 $4.3M
Caisse Des Depots Et Consignations 0.10% Reduce -30.7% 4,980 $4.3M
Processus Wealth & Capital Management, LLC 2.82% Add +4.2% 4,963 $4.3M
WBH Advisory Inc. 0.32% Reduce -0.5% 4,961 $4.3M
Capital Advisors Inc. 0.07% Add +9.7% 4,958 $4.3M
Engineers Gate Manager LP 0.05% Reduce -91.1% 4,950 $4.3M
Laffer Tengler Investments, Inc. 0.75% Reduce -9.3% 4,949 $4.3M
Evoke Wealth, LLC 0.08% Add +12.3% 4,948 $4.3M
SevenBridge Financial Group, LLC 0.69% Add +5.3% 4,364 $4.3M
Stanley-Laman Group, Ltd. 0.54% Add +6.3% 4,942 $4.3M
Ausdal Financial Partners, Inc. 0.20% Reduce -12.7% 4,939 $4.3M
Intrust Bank NA 0.35% Reduce -3.5% 4,935 $4.3M
Nicolet Bankshares Inc. 0.68% Reduce -23.3% 4,924 $4.2M
Alan B Lancz & Associates, Inc. 3.73% Reduce -0.2% 4,923 $4.2M
Stillwater Wealth Management Group 2.88% Reduce -2.8% 4,918 $4.2M
Blodgett Wealth Advisors, LLC 2.95% Add +4.7% 4,904 $4.2M
Lafayette Investments, Inc. 0.80% Reduce -19.4% 4,892 $4.2M
Pinnacle Bancorp, Inc. 1.24% Reduce -5.7% 4,890 $4.2M
Guardian Investment Management 3.28% Reduce -3.1% 4,887 $4.2M
Gateway Wealth Partners, LLC 0.47% Add +147.8% 4,886 $4.2M
Meiji Yasuda Life Insurance Co 0.12% Add +9.8% 4,868 $4.2M
LaSalle St. Investment Advisors, LLC 0.67% Add +113.7% 4,859 $4.2M
Investment Research & Advisory Group, Inc. 1.39% Add +0.6% 4,850 $4.2M
Concord Investment Counsel Inc. 1.36% Reduce -1.5% 4,848 $4.2M
Nicolet Advisory Services, LLC 0.28% Add +22.4% 4,429 $4.2M
Focus Partners Advisor Solutions, LLC 0.05% Reduce -38.5% 4,829 $4.2M
Grandfield & Dodd, LLC 0.24% Reduce -0.3% 4,820 $4.2M
CoreCap Advisors, LLC 0.14% Reduce -32.9% 4,804 $4.1M
Schear Investment Advisers, LLC 1.78% Add +0.8% 4,802 $4.1M
Benin Management CORP 0.92% Add +0.8% 4,794 $4.1M
Parr McKnight Wealth Management Group, LLC 0.54% Add +1.8% 4,788 $4.1M
ORG Partners LLC 0.74% Reduce -9.3% 4,785 $4.1M
Jericho Financial, LLP 2.48% Add +30.5% 4,777 $4.1M
Perkins Coie Trust Co 0.77% Add +0.9% 4,764 $4.1M
BNP Paribas 0.12% Add +1081.4% 4,761 $4.1M
Jaffetilchin Investment Partners, LLC 0.24% Add +2.9% 4,748 $4.1M
Alessandra Capital Management, LLC 3.62% — 4,730 $4.1M
Forefront Wealth Management Inc. 2.92% Reduce -1.3% 4,727 $4.1M
EverSource Wealth Advisors, LLC 0.15% Reduce -11.1% 4,724 $4.1M
Tsai Capital Corp 2.77% Add +0.6% 4,717 $4.1M
Schaper Benz & Wise Investment Counsel Inc. 0.29% Add +19.3% 4,713 $4.1M
Viewpoint Investment Partners Corp. 1.93% Add +1.3% 4,700 $4.1M
Financial Engines Advisors L.L.C. 0.01% Reduce -4.8% 4,700 $4.1M
Aviso Wealth Management 1.70% Add +13.2% 4,684 $4.0M
111 Capital 0.88% Reduce -22.7% 4,654 $4.0M
Carmignac Gestion 0.05% Add +9.6% 4,653 $4.0M
Keating Financial Advisory Services, Inc. 0.54% — 4,647 $4.0M
BNC Wealth Management, LLC 1.03% Add +9.2% 4,645 $4.0M
Ignite Planners, LLC 0.61% Reduce -1.9% 4,252 $4.0M
Gardner Russo & Quinn 0.04% No change 4,624 $4.0M
Certuity, LLC 0.25% Reduce -1.6% 4,621 $4.0M
Atlas Brown,Inc. 1.18% Add +1.5% 4,620 $4.0M
Aire Advisors, LLC 0.73% Reduce -1.0% 4,619 $4.0M
Wellspring Financial Advisors, LLC 0.31% Add +83.6% 4,615 $4.0M
Davidson Trust Co. 1.66% Reduce -12.8% 4,610 $4.0M
SageView Advisory Group, LLC 0.13% Reduce -9.1% 4,607 $4.0M
Freedom Day Solutions, LLC 1.08% Add +1.1% 4,607 $4.0M
SOL Capital Management CO 0.36% Add +1.3% 4,596 $4.0M
Argus Investors' Counsel, Inc. 3.16% Add +1.1% 4,594 $4.0M
Raiffeisen Bank International AG 0.05% Reduce -5.9% 4,572 $4.0M
Ebert Capital Management Inc. 3.83% — 4,209 $4.0M
Tempo Wealth, LLC 0.70% — 4,580 $3.9M
BOK Financial Private Wealth, Inc. 0.24% Reduce -0.4% 4,572 $3.9M
Martin Capital Advisors, LLP 2.31% Add +0.7% 4,560 $3.9M
Gryphon Financial Partners LLC 0.42% Reduce -4.4% 4,559 $3.9M
AMG National Trust Bank 0.09% Reduce -0.1% 4,556 $3.9M
J. Derek Lewis & Associates Inc. 0.92% — 4,551 $3.9M
one8zero8, LLC 0.86% Reduce -2.1% 4,550 $3.9M
Field & Main Bank 1.13% Add +2.0% 4,549 $3.9M
Curtis Advisory Group, LLC 0.82% Add +56.7% 4,535 $3.9M
Global Wealth Management Investment Advisory, Inc. 0.63% Add +4.6% 4,533 $3.9M
Cypress Capital Management LLC (WY) 3.78% Reduce -5.0% 4,527 $3.9M
TriaGen Wealth Management LLC 1.01% Reduce -2.5% 4,525 $3.9M
First Pacific Financial 0.51% Reduce -3.6% 4,518 $3.9M
Arbor Trust Wealth Advisors, LLC 1.70% Reduce -0.1% 4,517 $3.9M
RDA Financial Network 0.94% Add +0.3% 4,506 $3.9M
MV Capital Management, Inc. 0.37% Add +2.1% 4,501 $3.9M
Berbice Capital Management LLC 2.32% No change 4,485 $3.9M
Fairvoy Private Wealth, LLC 0.87% Add +1.1% 4,484 $3.9M
Columbia Asset Management 0.69% Add +0.1% 4,471 $3.9M
GS Investments, Inc. 2.09% Reduce -0.0% 4,468 $3.9M
Sumitomo Life Insurance Co. 0.11% Add +0.9% 4,468 $3.9M
Norden Group LLC 0.38% Add +16.6% 4,457 $3.8M
Essex Financial Services, Inc. 0.22% Add +0.8% 4,449 $3.8M
Constitution Capital LLC 1.81% Add +17.3% 4,445 $3.8M
Banque Cantonale Vaudoise 0.14% Reduce -31.7% 4,444 $3.8M
JGP Wealth Management, LLC 0.40% Add +2.8% 4,431 $3.8M
Red Cedar Investment Management, LLC 0.41% No change 4,431 $3.8M
Brady Family Wealth, LLC 1.18% Reduce -1.9% 4,427 $3.8M
Highview Capital Management LLC 1.34% Reduce -3.9% 4,414 $3.8M
Symphony Financial, Ltd. Co. 0.51% Reduce -28.6% 4,395 $3.8M
Kathmere Capital Management, LLC 0.26% Add +0.4% 4,402 $3.8M
Motley Fool Wealth Management, LLC 0.29% Reduce -20.9% 4,402 $3.8M
Skye Global Management LP 0.08% No change 4,400 $3.8M
Legato Capital Management LLC 0.33% Add +2.1% 4,390 $3.8M
MASTERINVEST Kapitalanlage GmbH 0.36% Add +7.6% 4,366 $3.8M
Bryn Mawr Trust Advisors, LLC 0.18% Reduce -3.0% 4,382 $3.8M
Citizens & Northern Corp. 0.93% Reduce -4.8% 4,373 $3.8M
Manchester Financial Inc. 0.70% Reduce -10.7% 4,343 $3.7M
Somerset Group LLC 2.82% Add +0.5% 4,241 $3.7M
Nvwm, LLC 0.81% Add +25.0% 4,339 $3.7M
CHICAGO TRUST Co NA 0.59% Reduce -22.1% 4,320 $3.7M
Perennial Investment Advisors, LLC 0.29% Add +5.9% 4,316 $3.7M
Coastal Bridge Advisors, LLC 0.28% Add +5.2% 4,306 $3.7M
Illumine Investment Management, LLC 2.71% Reduce -0.1% 4,304 $3.7M
Rwwm, Inc. 0.25% No change 4,302 $3.7M
Cherry Creek Investment Advisors, Inc. 1.58% Reduce -1.8% 4,295 $3.7M
Wilmington Savings Fund Society, FSB 0.09% Add +0.6% 4,294 $3.7M
Cooper Financial Group 0.39% Reduce -1.1% 4,284 $3.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.44% Reduce -2.1% 4,282 $3.7M
GTS Securities LLC 0.13% Reduce -58.0% 4,276 $3.7M
Bank Ozk 1.30% Reduce -1.9% 4,276 $3.7M
Cigna Investments Inc. 0.54% Reduce -1.4% 4,274 $3.7M
Triton Financial Group Inc 2.44% Add +6.0% 4,267 $3.7M
Covenant Asset Management, LLC 0.71% No change 4,265 $3.7M
Soltis Investment Advisors LLC 0.24% Reduce -3.1% 4,258 $3.7M
Orleans Capital Management Corp. 2.28% Reduce -9.1% 4,254 $3.7M
MWA Asset Management 2.04% Add +0.2% 4,255 $3.7M
Saturna Capital Corp. 0.05% Reduce -2.3% 4,246 $3.7M
DeDora Capital, Inc. 0.87% Add +1.5% 4,244 $3.7M
MOKAN Wealth Management Inc. 1.62% Add +25.2% 4,242 $3.7M
Moody National Bank Trust Division 0.35% Reduce -29.6% 4,236 $3.7M
Douglas Lane & Associates, LLC 0.05% Reduce -2.4% 4,235 $3.7M
Sheets Smith Wealth Management 0.40% Reduce -5.5% 4,235 $3.7M
ABLE Financial Group, LLC 0.74% Reduce -2.4% 4,233 $3.7M
Capstone Investment Advisors, LLC 0.04% Reduce -54.7% 4,233 $3.7M
Doheny Asset Management 2.23% No change 4,230 $3.6M
Huntleigh Advisors, Inc. 0.61% Add +1.4% 4,221 $3.6M
Jackson Square Capital, LLC 0.72% Reduce -36.9% 4,219 $3.6M
Norris Perne & French LLP 0.24% Add +0.1% 4,217 $3.6M
Counterweight Ventures, LLC 2.04% Add +0.1% 4,213 $3.6M
Prosperitas Financial LLC 1.42% Add +9.4% 4,212 $3.6M
First Business Financial Services, Inc. 0.33% Add +0.7% 4,208 $3.6M
Bedell Frazier Investment Counselling, LLC 0.70% Add +11.8% 4,197 $3.6M
Columbia Bank 1.00% Add +1.2% 4,195 $3.6M
Burney Co./ 0.11% Add +2.7% 4,186 $3.6M
Northwest & Ethical Investments L.P. 0.08% Reduce -11.6% 4,183 $3.6M
Norway Savings Bank 1.67% Add +9.3% 4,180 $3.6M
Ironwood Investment Counsel, LLC 0.50% Reduce -2.8% 4,179 $3.6M
CSM Advisors, LLC 0.10% Add +22.8% 4,156 $3.6M
Mitchell McLeod Pugh & Williams Inc. 0.51% Add +13.3% 3,567 $3.6M
Garde Capital, Inc. 0.21% No change 4,139 $3.6M
Earned Wealth Advisors, LLC 0.25% Add +47.6% 4,131 $3.6M
Ironwood Financial, llc 0.60% Reduce -1.5% 3,777 $3.6M
Castle Rock Wealth Management, LLC 0.77% Add +3.0% 3,624 $3.6M
Moss Adams Wealth Advisors LLC 0.26% Reduce -0.8% 4,117 $3.5M
Strategic Blueprint, LLC 0.21% Reduce -27.4% 4,116 $3.5M
M3 Wealth Management, LLC 2.88% — 4,094 $3.5M
Investors Portfolio Services LLC 3.18% — 4,088 $3.5M
NTV Asset Management LLC 0.37% Add +0.3% 4,082 $3.5M
Harfst & Associates, Inc. 0.63% Reduce -1.0% 4,080 $3.5M
K.J. Harrison & Partners Inc 0.47% Reduce -52.5% 4,079 $3.5M
Grey Ledge Advisors, LLC 0.79% Add +14.5% 4,065 $3.5M
Carret Asset Management, LLC 0.33% Reduce -0.7% 4,063 $3.5M
Coppell Advisory Solutions LLC 0.34% Add +5.2% 4,038 $3.5M
XML Financial, LLC 0.28% Reduce -7.9% 4,051 $3.5M
Deuterium Capital Management, LLC 5.07% New 4,050 $3.5M
Core Wealth Partners LLC 1.57% Add +1.9% 4,039 $3.5M
Linden Thomas Advisory Services, LLC 0.35% Reduce -1.9% 4,038 $3.5M
W.H. Cornerstone Investments Inc. 2.10% Reduce -0.1% 4,034 $3.5M
Walkner Condon Financial Advisors LLC 0.48% Reduce -3.9% 4,033 $3.5M
Equitable Trust Co. 0.15% Add +0.8% 4,025 $3.5M
Capstone Financial Advisors, Inc. 0.18% Reduce -3.2% 4,014 $3.5M
Gallagher Capital Advisors, LLC 2.23% Reduce -0.5% 4,010 $3.5M
Old North State Trust, LLC 2.04% Add +29.3% 4,007 $3.5M
Liberty One Investment Management, LLC 0.44% Reduce -42.1% 4,005 $3.5M
Meeder Asset Management Inc. 0.19% Reduce -89.1% 3,998 $3.4M
Compton Wealth Advisory Group, LLC 0.75% Add +2.3% 3,997 $3.4M
Oxford Financial Group, LTD. LLC 0.19% Add +2.0% 3,994 $3.4M
Nicholas Hoffman & Company, LLC. 0.08% Reduce -1.6% 3,992 $3.4M
Elyxium Wealth, LLC 0.95% Add +0.3% 3,992 $3.4M
Hager Investment Management Services, LLC 1.87% Reduce -4.1% 3,982 $3.4M
Archford Capital Strategies, LLC 0.40% Reduce -27.2% 3,966 $3.4M
Triton Wealth Management, PLLC 1.29% Reduce -2.9% 3,468 $3.4M
Roman Butler Fullerton & Co. 0.90% Reduce -23.4% 3,500 $3.4M
Fortis Group Advisors, LLC 0.57% Add +108.1% 3,635 $3.4M
Bollard Group LLC 0.09% Add +0.1% 3,960 $3.4M
Highline Wealth Partners LLC 0.96% Reduce -46.8% 3,956 $3.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% Add +7.7% 3,952 $3.4M
Wayfinding Financial, LLC 1.44% Reduce -6.4% 3,952 $3.4M
Intesa Sanpaolo Wealth Management 0.70% — 3,951 $3.4M
Simplex Trading, LLC 0.10% New 3,949 $3.4M
IPG Investment Advisors LLC 0.60% Add +31.9% 3,944 $3.4M
West Branch Capital LLC 0.87% Add +3.1% 3,926 $3.4M
Aries Wealth Management 0.75% Add +4.0% 3,918 $3.4M
Aspire Capital Advisors LLC 0.79% Add +0.7% 3,917 $3.4M
Peak Asset Management, LLC 0.57% Add +0.1% 3,915 $3.4M
Cairn Investment Group, Inc. 1.60% Reduce -1.3% 3,911 $3.4M
Gsa Capital Partners LLP 0.29% Add +54.1% 3,911 $3.4M
MTM Investment Management, LLC 1.07% Reduce -4.3% 3,900 $3.4M
Warm Springs Advisors Inc. 2.60% Reduce -6.5% 3,899 $3.4M
James Investment Research, Inc. 0.37% Reduce -0.3% 3,898 $3.4M
Knights of Columbus Asset Advisors LLC 0.19% Add +65.0% 3,896 $3.4M
Monetary Management Group Inc. 0.78% Reduce -6.0% 3,890 $3.4M
Silver Oak Securities, Incorporated 0.23% Add +2.3% 3,868 $3.3M
Alerus Financial NA 0.16% Add +26.6% 3,875 $3.3M
Wisconsin Capital Management LLC 1.69% No change 3,867 $3.3M
Jacobi Capital Management LLC 0.19% Add +4.5% 3,866 $3.3M
Pathway Wealth Management LLC 3.04% — 3,865 $3.3M
Rf&l Wealth Management, LLC 1.87% Reduce -0.1% 3,865 $3.3M
Strong Tower Advisory Services 0.60% Add +23.5% 3,864 $3.3M
Jessup Wealth Management, Inc 1.10% Add +0.2% 3,860 $3.3M
NorthStar Asset Management LLC 1.49% Reduce -0.1% 3,850 $3.3M
Lynch Asset Management, Inc. 1.04% Add +6.9% 3,850 $3.3M
Garner Asset Management Corp 1.27% Add +4.3% 3,842 $3.3M
Pincus Capital Management, LP 2.21% — 3,835 $3.3M
Curi Capital, LLC 0.06% Add +3.6% 3,834 $3.3M
NFSG Corp 0.51% Reduce -2.4% 3,831 $3.3M
Golden State Wealth Management, LLC 0.35% Add +2.8% 3,824 $3.3M
Turn8 Private Wealth Inc. 2.36% Reduce -1.6% 3,817 $3.3M
Southeast Asset Advisors, LLC 0.31% Add +27.2% 3,814 $3.3M
BCM Advisors, LLC 0.63% No change 3,335 $3.3M
Pensionfund Sabic 0.89% No change 3,800 $3.3M
PDS Planning, Inc 0.22% Add +3.1% 3,793 $3.3M
Garrison Point Advisors, LLC 1.45% Reduce -3.8% 3,790 $3.3M
NorthCoast Asset Management LLC 0.07% Reduce -91.1% 3,784 $3.3M
Aviance Capital Partners, LLC 0.38% Reduce -3.7% 3,776 $3.3M
Cyndeo Wealth Partners, LLC 0.18% Reduce -2.3% 3,767 $3.2M
Neo Ivy Capital Management 0.51% New 3,751 $3.2M
Naviter Wealth, LLC 0.42% Reduce -15.3% 3,734 $3.2M
Legacy Wealth Management, LLC / MS 0.86% Add +14.3% 3,723 $3.2M
Northside Capital Management, LLC 0.28% Reduce -8.1% 3,707 $3.2M
Graham Capital Management, L.P. 0.16% Add +414.4% 3,693 $3.2M
Lebenthal Global Advisors, LLC 0.49% Add +8.4% 3,689 $3.2M
Hilltop National Bank 0.77% Reduce -1.6% 3,687 $3.2M
Ascentis Independent Advisors 0.51% Add +1.2% 3,687 $3.2M
Finivi Inc. 1.84% Reduce -1.2% 3,682 $3.2M
Manchester Capital Management LLC 0.43% Add +20.3% 3,673 $3.2M
Clarkston Capital Partners, LLC 0.07% Reduce -0.3% 3,665 $3.2M
RD Lewis Holdings, Inc. 2.69% Add +4.7% 3,219 $3.1M
Cadence Bank 0.18% Add +1.4% 3,648 $3.1M
Burling Wealth Partners, LLC 0.49% Add +4.9% 3,647 $3.1M
Werlinich Asset Management, LLC 1.55% Reduce -0.1% 3,624 $3.1M
Kentucky Farm Bureau Mutual Insurance Co 0.85% Reduce -27.3% 3,637 $3.1M
Zions Bancorporation, National Association 0.14% Add +3.6% 3,634 $3.1M
Princeton Capital Management LLC 0.81% Reduce -2.3% 3,633 $3.1M
Oxler Private Wealth LLC 0.91% Reduce -3.2% 3,629 $3.1M
RMR Capital Management, LLC 2.26% No change 3,627 $3.1M
Krilogy Financial LLC 0.11% Add +10.4% 3,196 $3.1M
WT Wealth Management 0.90% Add +34.0% 3,623 $3.1M
Argo Wealth Advisory, LLC 1.86% — 3,613 $3.1M
Eads & Heald Wealth Management 1.50% Reduce -1.6% 3,606 $3.1M
Premier Path Wealth Partners, LLC 0.40% Add +3.6% 3,602 $3.1M
Carl P. Sherr & Co., LLC 1.38% No change 3,295 $3.1M
OneAscent Financial Services LLC 0.28% Reduce -16.3% 3,585 $3.1M
Ameriflex Group, Inc. 1.60% Reduce -42.0% 3,583 $3.1M
Ak Global Asset Management, LLC 2.70% — 3,580 $3.1M
Atticus Wealth Management, LLC 0.76% Reduce -0.3% 3,579 $3.1M
SCS Capital Management LLC 0.03% Reduce -1.5% 3,578 $3.1M
Gould Capital, LLC 1.90% Add +339.7% 3,575 $3.1M
Nadler Financial Group, Inc. 0.29% Add +4.1% 3,568 $3.1M
Modus Advisors, LLC 0.81% Add +67.3% 3,568 $3.1M
Beaton Management Co. Inc. 1.35% Reduce -2.4% 3,566 $3.1M
Condor Capital Management 0.25% Add +1.1% 3,564 $3.1M
Whitener Capital Management, Inc. 0.70% Add +3.4% 3,561 $3.1M
Enhancing Capital LLC 2.20% No change 3,560 $3.1M
Winch Advisory Services, LLC 0.68% Add +4.3% 3,556 $3.1M
Arrow Financial Corp 0.31% Reduce -3.4% 3,553 $3.1M
Tocqueville Asset Management L.P. 0.04% Reduce -79.5% 3,551 $3.1M
Platform Technology Partners 0.65% Reduce -2.1% 3,548 $3.1M
Capital Insight Partners, LLC 0.65% Reduce -12.9% 3,557 $3.1M
Capital Planning LLC 0.85% No change 3,568 $3.0M
Fairbanks Capital Management, Inc. 1.68% Reduce -1.5% 3,525 $3.0M
Hillsdale Investment Management Inc. 0.08% Reduce -38.0% 3,518 $3.0M
Corsicana & Co. 1.70% Add +0.2% 3,505 $3.0M
Bison Wealth, LLC 0.34% Reduce -21.0% 3,108 $3.0M
Sand Hill Global Advisors, LLC 0.11% Reduce -5.5% 3,503 $3.0M
Aft, Forsyth & Company, Inc. 1.30% Add +1.2% 3,503 $3.0M
Ellsworth Advisors, LLC 0.60% Add +9.6% 3,149 $3.0M
Smith Chas P & Associates Pa Cpas 0.16% Add +139.3% 3,493 $3.0M
Drake & Associates, LLC 0.60% Reduce -17.4% 3,489 $3.0M
Shepherd Financial Partners LLC 0.28% Reduce -0.6% 3,488 $3.0M
Rational Advisors, Inc. 0.33% Reduce -19.1% 3,488 $3.0M
Fortitude Advisory Group L.L.C. 1.28% Add +3.2% 3,486 $3.0M
Deltec Asset Management LLC 0.50% No change 3,485 $3.0M
Decatur Capital Management, Inc. 1.22% Reduce -4.9% 3,485 $3.0M
Cornerstone Planning, LLC 0.70% — 3,483 $3.0M
Hedeker Wealth, LLC 0.63% Reduce -2.4% 3,481 $3.0M
Ostrum Asset Management 0.14% Reduce -20.1% 3,478 $3.0M
Ascent Wealth Partners, LLC 0.34% Reduce -0.3% 3,476 $3.0M
Founders Financial Securities LLC 0.18% Reduce -7.9% 3,474 $3.0M
Westmount Partners, LLC 0.75% No change 3,467 $3.0M
44 Wealth Management LLC 1.00% No change 3,466 $3.0M
Strategic Financial Services, Inc. 0.14% Reduce -1.3% 2,983 $3.0M
IFC Advisors LLC 0.44% Add +3.5% 3,462 $3.0M
Arjuna Capital 0.73% Reduce -32.5% 3,462 $3.0M
Roehl & Yi Investment Advisors, LLC 1.19% Add +0.0% 162,311 $3.0M
University of Texas/Texas Am Investment Management Co. 0.42% Add +1228.5% 3,454 $3.0M
Semper Augustus Investments 0.34% Add +0.3% 3,447 $3.0M
O'Brien Greene & Co. Inc 0.88% Reduce -0.7% 3,445 $3.0M
MeadowBrook Investment Advisors LLC 2.57% Reduce -0.2% 3,440 $3.0M
Cove Private Wealth, LLC 0.89% Add +9.4% 3,439 $3.0M
Sfmg, LLC 0.20% Add +1.6% 3,425 $3.0M
Figure 8 Investment Strategies LLC 2.63% Reduce -2.3% 3,421 $3.0M
Glen Eagle Advisors, LLC 0.40% Reduce -11.2% 3,417 $2.9M
Benedict Financial Advisors Inc. 0.62% Reduce -0.5% 3,417 $2.9M
Strategy Asset Managers LLC 0.48% Add +6.2% 3,417 $2.9M
Stokes Family Office, LLC 0.27% Add +14.1% 3,415 $2.9M
BlackDiamond Wealth Management, LLC 1.43% Reduce -15.1% 2,948 $2.9M
Allred Capital Management, LLC 1.06% Reduce -1.6% 3,410 $2.9M
Signature Estate & Investment Advisors LLC 0.06% Add +6.7% 3,404 $2.9M
Channel Wealth LLC 0.74% Add +11.1% 3,400 $2.9M
Fortis Capital Advisors, LLC 0.43% Reduce -2.6% 3,399 $2.9M
Venturi Wealth Management, LLC 0.13% Reduce -1.1% 3,385 $2.9M
Prosperity Financial Group, Inc. 1.05% Add +0.3% 3,384 $2.9M
Independence Bank of Kentucky 0.36% Add +2.3% 3,381 $2.9M
Draper Asset Management, LLC 1.53% Add +26.7% 3,381 $2.9M
Terra Nova Asset Management LLC 1.92% Reduce -0.8% 3,374 $2.9M
Concentric Capital Strategies, LP 0.15% Reduce -60.3% 3,364 $2.9M
Am Investment Strategies LLC 0.60% Add +1.1% 3,358 $2.9M
Elmwood Wealth Management, Inc. 0.91% Reduce -1.0% 3,355 $2.9M
Sivia Capital Partners, LLC 0.59% Add +7.4% 3,353 $2.9M
Crawford Investment Counsel Inc. 0.05% Add +10.8% 3,344 $2.9M
Connable Office Inc. 0.26% Reduce -0.1% 3,338 $2.9M
BIP Wealth, LLC 0.10% Add +92.9% 3,334 $2.9M
Westhampton Capital, LLC 1.36% Reduce -0.7% 3,332 $2.9M
LGT Group Foundation 0.03% Add +4.1% 3,319 $2.9M
Nvest Financial, LLC 1.19% Add +37.0% 3,331 $2.9M
Brown, Lisle/Cummings, Inc. 0.71% Reduce -2.9% 3,326 $2.9M
International Private Wealth Advisors LLC 1.80% Reduce -15.8% 3,323 $2.9M
Natural Investments, LLC 0.71% Add +4.4% 3,320 $2.9M
Klingman & Associates, LLC 0.14% Reduce -0.3% 3,318 $2.9M
Concord Wealth Partners 0.37% Add +8.2% 3,315 $2.9M
B & T Capital Management DBA Alpha Capital Management 0.40% Add +1.8% 3,310 $2.9M
Peloton Wealth Strategists 1.14% Reduce -10.6% 3,309 $2.9M
Lewis Asset Management, LLC 1.16% Reduce -0.1% 3,306 $2.9M
Pointe Capital Management LLC 1.41% No change 3,285 $2.8M
DRW Securities, LLC 0.22% Add +127.0% 3,284 $2.8M
Caption Management, LLC 0.13% New 3,280 $2.8M
Sculati Wealth Management, LLC 1.00% Reduce -1.5% 3,278 $2.8M
Peak Financial Advisors LLC 1.27% Reduce -44.2% 3,273 $2.8M
Cladis Investment Advisory, LLC 1.55% Add +25.3% 3,273 $2.8M
Johnson Financial Group, Inc. 0.11% Reduce -4.5% 3,262 $2.8M
Seamount Financial Group Inc. 1.28% Reduce -0.2% 3,259 $2.8M
Strategic Investment Solutions, Inc. 0.68% Add +0.1% 3,253 $2.8M
Insight Advisors, LLC/ PA 0.42% Reduce -3.9% 3,249 $2.8M
Obermeyer Wealth Partners 0.13% Add +0.8% 3,250 $2.8M
Concord Asset Management, LLC 0.48% Add +5.8% 3,233 $2.8M
Apella Capital, LLC 0.05% Add +3.5% 3,218 $2.8M
Portfolio Design Labs, LLC 0.46% Add +3.2% 3,217 $2.8M
Advisory Alpha, LLC 0.08% Add +0.6% 3,203 $2.8M
Agate Pass Investment Management, LLC 1.03% Reduce -3.7% 3,205 $2.8M
Advisor OS, LLC 0.22% Reduce -0.5% 3,196 $2.8M
Sustainable Insight Capital Management, LLC 0.92% Reduce -12.1% 3,194 $2.8M
Graybill Wealth Management, LTD. 0.81% Add +0.3% 3,194 $2.8M
Townsquare Capital LLC 0.61% Reduce -8.2% 3,171 $2.7M
Money Concepts Capital Corp. 0.15% Add +5.2% 3,171 $2.7M
Shelter Rock Management, LLC 2.74% — 3,168 $2.7M
AlphaStar Capital Management, LLC 0.20% Add +16.6% 3,164 $2.7M
Parkside Financial Bank & Trust 0.20% Add +6.3% 3,158 $2.7M
SS&H Financial Advisors, Inc. 0.79% No change 3,155 $2.7M
Lakeshore Capital Group, Inc. 2.17% Add +1.8% 3,147 $2.7M
Alta Wealth Advisors LLC 0.91% Reduce -28.1% 3,147 $2.7M
One Degree Advisors Inc 0.74% Add +28.8% 3,143 $2.7M
CGN Advisors LLC 0.21% Reduce -6.2% 3,142 $2.7M
Verde Capital Management 0.57% Add +15.7% 3,126 $2.7M
RNC Capital Management LLC 0.12% No change 3,110 $2.7M
DB&C Advisors, LLC 3.36% — 3,104 $2.7M
Woodard & Co. Asset Management Group Inc. 0.42% Add +23.8% 3,101 $2.7M
Beutel, Goodman & Co Ltd. 0.02% Reduce -2.6% 3,094 $2.7M
CPC Advisors, LLC 0.27% Reduce -50.6% 3,093 $2.7M
BigSur Wealth Management LLC 0.65% No change 3,092 $2.7M
Wealth Management Partners, LLC 0.76% Add +1.9% 3,091 $2.7M
Mainsail Financial Group, LLC 1.11% Add +0.8% 3,087 $2.7M
Chemistry Wealth Management LLC 0.50% Add +5.8% 3,084 $2.7M
Tradition Wealth Management, LLC 0.19% Add +2.5% 3,075 $2.7M
Verus Capital Partners, LLC 0.18% Reduce -1.0% 3,074 $2.7M
Tounjian Advisory Partners, LLC 0.90% Add +1156.6% 3,066 $2.6M
Armstrong, Fleming & Moore, Inc 1.22% Reduce -20.6% 3,063 $2.6M
CNB Bank 1.08% Add +4.8% 3,062 $2.6M
Chatham Capital Group, Inc. 0.38% Reduce -13.3% 3,062 $2.6M
Fjell Capital, LLC 2.02% Add +21.0% 3,060 $2.6M
Beaumont Financial Advisors, LLC 0.17% Reduce -38.2% 3,060 $2.6M
Triad Wealth Partners, LLC 0.25% Add +2.2% 3,053 $2.6M
Caldwell Sutter Capital, Inc. 1.11% No change 3,048 $2.6M
Westbourne Investments, Inc. 1.22% Add +1.3% 3,042 $2.6M
Summit Place Financial Advisors, LLC 1.27% Add +16.4% 3,038 $2.6M
Henson-Edgewater Management, LLC 1.54% — 3,025 $2.6M
FWL Investment Management, LLC 0.63% Reduce -1.1% 3,021 $2.6M
Mark Sheptoff Financial Planning, LLC 1.24% No change 3,016 $2.6M
Leonard Rickey Investment Advisors P.L.L.C. 0.47% Reduce -0.2% 3,016 $2.6M
Ballast, Inc. 0.61% Add +4.2% 3,005 $2.6M
Waycross Partners, LLC 0.21% No change 3,000 $2.6M
Farmers & Merchants Trust Co of Chambersburg PA 0.72% Reduce -0.6% 2,998 $2.6M
Commonwealth Financial Services, LLC 0.43% Reduce -0.2% 2,994 $2.6M
Visionary Wealth Advisors 0.12% Add +3.1% 2,992 $2.6M
Olde Wealth Management, LLC 0.79% No change 2,991 $2.6M
Hixon Zuercher, LLC 0.78% Reduce -50.3% 2,987 $2.6M
Guidance Capital, Inc. 0.63% Add +2.9% 2,628 $2.6M
JM2 Capital Inc. 2.06% — 2,974 $2.6M
Brookwood Investment Group LLC 0.31% Add +12.8% 2,972 $2.6M
Cornerstone Advisory, LLC 0.24% Add +28.3% 2,964 $2.6M
First County Bank 1.35% Add +1.8% 2,959 $2.6M
Geneva Capital Management LLC 0.05% Reduce -2.3% 2,958 $2.6M
Greenline Partners, LLC 0.29% Add +0.7% 2,957 $2.5M
Focused Alpha, LLC 0.75% — 2,955 $2.5M
Sava Infond d.o.o. 0.34% Reduce -1.5% 2,955 $2.5M
Guardian Capital, LLC 2.27% — 2,944 $2.5M
SG Trading Solutions, LLC 0.59% — 2,941 $2.5M
Mairs & Power Inc. 0.02% Reduce -8.9% 2,933 $2.5M
Ethos Financial Group, LLC 0.19% Add +15.2% 2,932 $2.5M
Cutler Investment Counsel LLC 0.26% Add +2.0% 2,931 $2.5M
Quadrant Private Wealth Management, LLC 0.41% Add +1.4% 2,931 $2.5M
HM Payson & Co. 0.04% Reduce -8.9% 2,918 $2.5M
Graves Light Lenhart Wealth, Inc. 0.27% Add +0.5% 2,918 $2.5M
Seneschal Advisors, LLC 1.85% Reduce -3.3% 2,917 $2.5M
Littlejohn Financial Services, Inc. 1.85% Add +0.1% 2,916 $2.5M
Sage Mountain Advisors LLC 0.13% Reduce -15.2% 2,914 $2.5M
Marion Wealth Management 0.56% Add +4.1% 2,556 $2.5M
Quent Capital, LLC 0.18% Reduce -2.0% 2,910 $2.5M
BBR Partners, LLC 0.13% Reduce -0.6% 2,908 $2.5M
Washburn Capital Management, Inc. 1.38% Reduce -4.3% 2,908 $2.5M
Patrick Mauro Investment Advisor, INC. 1.31% Add +2.8% 2,899 $2.5M
Strategies Wealth Advisors, LLC 0.25% Add +7.1% 2,896 $2.5M
Hudson Canyon Capital Management 1.46% No change 2,894 $2.5M
Maverick Capital 0.03% New 2,894 $2.5M
Inscription Capital, LLC 0.26% Reduce -21.6% 2,890 $2.5M
Independent Investors Inc. 0.46% No change 2,890 $2.5M
WealthShield Partners, LLC 0.27% Reduce -15.7% 2,888 $2.5M
Cornell Pochily Investment Advisors, Inc. 0.72% Add +1.8% 2,888 $2.5M
Integral Investment Advisors, Inc. 0.62% Add +5.1% 2,884 $2.5M
Apriem Advisors 0.23% Add +5.7% 2,878 $2.5M
Vivid Wealth Management, LLC 0.96% Add +10.6% 2,876 $2.5M
Fulton Breakefield Broenniman LLC 0.16% Add +1.6% 2,870 $2.5M
D.B. Root & Company, LLC 0.60% Reduce -8.6% 2,869 $2.5M
Mitchell & Pahl Private Wealth, LLC 1.02% Add +1.0% 2,861 $2.5M
Global Trust Asset Management, LLC 0.97% Add +24.6% 2,857 $2.5M
ARS Wealth Advisors Group, LLC 0.22% Reduce -5.0% 2,856 $2.5M
AMJ Financial Wealth Management 0.59% Reduce -71.5% 2,853 $2.5M
Bank of Marin 1.70% No change 2,850 $2.5M
Bluespring Wealth Management, LLC 0.21% Add +94.3% 2,842 $2.5M
Nautilus Advisors LLC 1.60% Add +1.5% 2,840 $2.4M
Capital Investment Advisory Services, LLC 0.17% Reduce -4.0% 2,834 $2.4M
Aventura Private Wealth, LLC 0.88% Reduce -0.6% 2,832 $2.4M
Aft, Forsyth & Sober, LLC 0.74% No change 2,825 $2.4M
Icon Wealth Advisors, LLC 0.16% Reduce -14.5% 2,822 $2.4M
Hilltop Partners LLC 0.63% Add +41.6% 2,819 $2.4M
United Asset Strategies, Inc. 0.19% Add +1.5% 2,818 $2.4M
Grandview Asset Management LLC 0.67% Reduce -0.4% 2,816 $2.4M
Valley Brook Capital Group, Inc. 1.61% Add +4.8% 2,815 $2.4M
St. Nicholas Private Asset Management, Inc. 2.18% Add +3.0% 2,814 $2.4M
Third View Private Wealth, LLC 0.33% — 2,811 $2.4M
Supplemental Annuity Collective Trust of NJ 0.62% Reduce -6.7% 2,800 $2.4M
Castleark Management LLC 0.07% No change 2,800 $2.4M
Commons Capital, LLC 1.70% Reduce -4.0% 2,798 $2.4M
Trace Wealth Advisors, LLC 1.74% No change 2,787 $2.4M
Marex Group Ltd 0.03% Add +7.7% 2,787 $2.4M
Keebeck Wealth Management 0.28% Add +2.5% 2,780 $2.4M
Vista Capital Partners, Inc. 0.24% Reduce -5.0% 2,779 $2.4M
Alpha Family Trust 1.09% No change 2,765 $2.4M
Financial Life Planners 1.71% Reduce -1.9% 2,761 $2.4M
Lee Danner & Bass Inc. 0.17% Add +1.7% 2,750 $2.4M
Torrey Growth & Income Advisors 0.82% No change 2,746 $2.4M
Leo Wealth, LLC 0.17% Add +105.6% 2,735 $2.4M
Aigen Investment Management, LP 0.54% New 2,723 $2.3M
Northwest Quadrant Wealth Management, LLC 0.48% Add +0.1% 2,718 $2.3M
Malaga Cove Capital, LLC 0.81% Add +22.2% 2,718 $2.3M
Old Second National Bank of Aurora 0.47% Add +3.2% 2,718 $2.3M
Mars Jewett Financial Group, Inc. 0.70% — 2,393 $2.3M
360 Financial, Inc. 0.71% Add +7.1% 2,711 $2.3M
Avalon Trust Co 0.15% Add +1.2% 2,706 $2.3M
Argent Capital Management LLC 0.07% No change 2,705 $2.3M
Moseley Investment Management Inc. 0.72% Add +0.0% 2,704 $2.3M
Convergence Financial, LLC 0.34% Reduce -2.0% 2,700 $2.3M
Truvestments Capital LLC 0.42% Reduce -0.9% 2,695 $2.3M
NORTHSTAR ASSET MANAGEMENT Co 0.49% Reduce -0.6% 2,695 $2.3M
Optas, LLC 0.36% Add +5.6% 2,691 $2.3M
Paragon Financial Partners, Inc. 1.43% Add +0.0% 2,688 $2.3M
Herold Advisors, Inc. 0.52% Add +14.9% 2,687 $2.3M
Novare Capital Management LLC 0.17% Reduce -1.8% 2,686 $2.3M
Viewpoint Capital Management LLC 1.00% Reduce -0.7% 2,685 $2.3M
Ingalls & Snyder LLC 0.09% Add +2.1% 2,681 $2.3M
Legacy Bridge, LLC 0.94% Add +0.5% 2,675 $2.3M
United Advisor Group, LLC 0.30% Reduce -1.7% 2,674 $2.3M
JFS Wealth Advisors, LLC 0.13% Add +0.9% 2,672 $2.3M
Keel Point, LLC 0.14% Reduce -2.0% 2,671 $2.3M
SC&H Financial Advisors, Inc. 0.36% Add +0.3% 2,664 $2.3M
Fort Sheridan Advisors LLC 0.29% No change 2,663 $2.3M
Hamrick Investment Counsel, llc 1.71% — 2,661 $2.3M
Naples Global Advisors, LLC 0.17% Add +0.2% 2,657 $2.3M
NovaPoint Capital, LLC 0.59% Reduce -0.1% 2,651 $2.3M
Curran Financial Partners, LLC 0.43% Reduce -0.6% 2,647 $2.3M
Cim Investment Management Inc. 0.60% No change 2,647 $2.3M
TOWER TRUST & INVESTMENT Co 1.44% Reduce -1.4% 2,645 $2.3M
Lanark Financial, Inc. 0.17% Reduce -11.7% 2,633 $2.3M
Accredited Investors Inc. 0.12% Add +5.7% 2,632 $2.3M
Sandro Wealth Management LLC 1.88% — 2,632 $2.3M
Waterloo Capital, L.P. 0.16% Reduce -0.7% 2,631 $2.3M
Fox Hill Wealth Management 1.05% Reduce -23.6% 2,630 $2.3M
Prestige Wealth Management Group LLC 0.43% Reduce -6.3% 2,627 $2.3M
AlTi Global, Inc. 0.05% Reduce -28.3% 2,625 $2.3M
Forza Wealth Management, LLC 0.82% Reduce -0.5% 2,615 $2.3M
Leavell Investment Management, Inc. 0.09% Reduce -20.2% 2,614 $2.3M
Investment Advisory Services Inc. /TX 0.71% Reduce -0.7% 2,614 $2.3M
X-Square Capital, LLC 0.74% Add +1.9% 2,614 $2.3M
Moneco Advisors, LLC 0.18% Add +1.4% 2,610 $2.3M
Clear Harbor Asset Management, LLC 0.15% Add +11.0% 2,593 $2.2M
U S Wealth Group, Llc. 1.47% Reduce -1.6% 2,592 $2.2M
Emprise Bank 0.93% Reduce -0.0% 2,590 $2.2M
Tiemann Investment Advisors, LLC 0.87% Reduce -0.3% 2,587 $2.2M
Denver PWM, LLC 0.74% No change 2,250 $2.2M
Patrick M Sweeney & Associates, Inc. 1.39% Reduce -0.4% 2,580 $2.2M
Busey Bank 0.06% Reduce -2.7% 2,580 $2.2M
Massachusetts Wealth Management 1.03% Reduce -1.6% 2,575 $2.2M
S&co Inc. 0.14% Reduce -0.5% 2,575 $2.2M
Walter & Keenan Wealth Management LLC /in/ 0.59% Reduce -0.8% 2,573 $2.2M
Edmond DE Rothschild Holding S.A. 0.03% Add +3.4% 2,571 $2.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.13% Reduce -2.6% 2,569 $2.2M
Financial Insights, Inc. 0.74% Add +2.7% 2,557 $2.2M
High Net Worth Advisory Group LLC 0.51% Reduce -20.4% 2,556 $2.2M
Xcel Wealth Management, LLC 0.57% Reduce -2.9% 2,553 $2.2M
Redhawk Wealth Advisors, Inc. 0.25% Reduce -3.3% 2,550 $2.2M
Realta Investment Advisors 0.72% Add +5.9% 2,542 $2.2M
VeraBank, N.A. 0.40% Add +0.1% 2,536 $2.2M
Bernicke Wealth Management, Ltd. 0.28% — 2,533 $2.2M
Ruggiero Investments, Inc. 1.97% — 2,533 $2.2M
Catalyst Financial Partners LLC 0.24% Reduce -2.0% 2,524 $2.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.06% Add +43.8% 2,519 $2.2M
RiverFront Investment Group, LLC 0.04% Add +17.5% 2,515 $2.2M
Ted Buchan & Co 0.80% Reduce -8.4% 2,512 $2.2M
First United Bank & Trust 0.69% Reduce -0.8% 2,505 $2.2M
Westview Management dba Westview Investment Advisors 1.03% — 2,505 $2.2M
Tufton Capital Management 0.38% Reduce -6.1% 2,505 $2.2M
Compass Capital Corp. /Ma/ 0.83% Reduce -3.7% 2,212 $2.2M
First Dallas Securities Inc. 0.80% Reduce -5.8% 2,502 $2.2M
Ally Financial Inc. 0.26% No change 2,500 $2.2M
Canopy Partners, LLC 0.70% Add +3.4% 2,495 $2.2M
Valmark Advisers, Inc. 0.03% Reduce -1.0% 2,492 $2.1M
Vigilare Wealth Management 0.72% No change 2,490 $2.1M
Silverlake Wealth Management LLC 0.48% Reduce -1.6% 2,486 $2.1M
Parkside Investments, LLC 0.27% No change 2,484 $2.1M
Trek Financial, LLC 0.12% Reduce -2.3% 2,467 $2.1M
Greykasell Wealth Strategies, Inc. 0.84% Add +0.7% 2,465 $2.1M
SeaBridge Investment Advisors LLC 0.35% No change 2,460 $2.1M
FLC Capital Advisors 0.39% Add +48.3% 2,457 $2.1M
PCM Encore, LLC 0.45% — 2,452 $2.1M
Anb Bank 0.84% Reduce -3.0% 2,452 $2.1M
Legacy Capital Wealth Management, LLC 1.28% — 2,448 $2.1M
Kennedy Investment Group, Inc. 0.80% Add +22.2% 2,446 $2.1M
TD Private Client Wealth LLC 0.04% Add +1.2% 2,445 $2.1M
Ellis Investment Partners, LLC 0.37% Reduce -0.3% 2,441 $2.1M
Peregrine Asset Advisers, Inc. 0.59% No change 2,438 $2.1M
Rockingstone Advisors LLC 0.96% Add +7.1% 2,436 $2.1M
Bennett Selby Investments LP 0.68% Add +6.1% 2,436 $2.1M
Caxton Associates LLP 0.04% New 2,433 $2.1M
SHUTTLEWORTH & Co 1.92% Add +1.2% 2,432 $2.1M
Letson Investment Management, Inc. 0.77% No change 2,429 $2.1M
Investor's Fiduciary Advisor Network, LLC 0.45% Add +14.5% 2,429 $2.1M
Rydar Equities, Inc. 1.63% Add +1.2% 2,523 $2.1M
Sky Investment Group LLC 0.35% Reduce -0.0% 2,426 $2.1M
Simon Quick Advisors, LLC 0.09% Add +86.1% 2,412 $2.1M
Forbes J M & Co. LLP 0.17% Reduce -1.1% 2,407 $2.1M
Accurate Wealth Management, LLC 0.26% Reduce -2.3% 2,237 $2.1M
JT Stratford LLC 0.27% Add +1.0% 2,399 $2.1M
Bell Bank 0.09% Add +6.9% 2,395 $2.1M
Financial & Tax Architects, LLC 0.46% Add +18.5% 2,394 $2.1M
Tobam 0.51% Add +1536.3% 2,389 $2.1M
Reflection Asset Management 1.46% — 2,384 $2.1M
V-Square Quantitative Management LLC 0.21% New 2,382 $2.1M
Pinnacle Wealth Planning Services, Inc. 0.21% Add +3.1% 2,381 $2.1M
AAFMAA Wealth Management & Trust LLC 0.80% Add +22.8% 2,373 $2.0M
Game Plan Financial Advisors, LLC 0.89% Reduce -59.5% 2,371 $2.0M
Investors Asset Management of Georgia Inc. /Ga/ 0.85% No change 2,370 $2.0M
Solstein Capital, LLC 0.82% No change 2,368 $2.0M
Facet Wealth, Inc. 0.04% Add +74.6% 2,125 $2.0M
Union Savings Bank 0.88% — 2,366 $2.0M
Ballast Advisors LLC 0.56% Add +0.3% 2,362 $2.0M
STF Management LP 1.91% Reduce -64.4% 2,361 $2.0M
Challenger Wealth Management 1.55% Add +5.8% 2,358 $2.0M
Mattson Financial Services, LLC 0.47% Add +1.1% 2,353 $2.0M
Guyasuta Investment Advisors Inc. 0.12% Reduce -0.3% 2,352 $2.0M
Orion Capital Management LLC 0.68% Reduce -1.6% 2,342 $2.0M
Rinkey Investments 0.51% Reduce -5.9% 2,340 $2.0M
Comprehensive Financial Planning, Inc. 1.33% Add +3.3% 2,334 $2.0M
SmartHarvest Portfolios, LLC 0.70% — 2,333 $2.0M
Ascentis Wealth Management, LLC 0.51% Add +2.6% 2,324 $2.0M
Mainstream Capital Management LLC 1.31% Reduce -2.4% 2,327 $2.0M
Kirtland Hills Capital Management, LLC 0.70% Add +0.2% 2,323 $2.0M
71 West Capital Partners 0.09% — 2,319 $2.0M
Encompass Wealth Advisors, LLC 0.68% Reduce -57.3% 2,319 $2.0M
Greenspring Advisors, LLC 0.12% Add +198.7% 2,318 $2.0M
Dudley Capital Management, LLC 0.88% Reduce -3.7% 2,318 $2.0M
Scott & Selber, Inc. 0.50% Reduce -3.4% 2,309 $2.0M
Guardian Wealth Advisors, LLC / NC 0.12% Reduce -0.5% 2,307 $2.0M
Petersen Hastings Wealth Advisors Inc. 0.19% — 2,303 $2.0M
Hazlett, Burt & Watson, Inc. 0.63% Add +3.4% 2,295 $2.0M
Commonwealth Retirement Investments LLC 0.64% Reduce -2.1% 2,299 $2.0M
Welch Group, LLC 0.08% Add +26.4% 2,286 $2.0M
Invst, LLC 0.21% Reduce -12.5% 2,274 $2.0M
MBL Wealth, LLC 0.16% Add +12.8% 2,270 $2.0M
Pacific Point Advisors, LLC 1.05% Reduce -5.2% 2,270 $2.0M
Silphium Asset Management Ltd 0.83% Reduce -57.9% 2,268 $2.0M
KG Capital Management 0.50% Add +282.8% 2,266 $2.0M
Lineweaver Wealth Advisors, LLC 0.27% Add +12.1% 2,265 $2.0M
RiverPark Advisors, LLC 1.01% Add +6.2% 2,264 $2.0M
WJ Financial Advisors LLC 1.74% Add +10.6% 2,261 $1.9M
Kepler Cheuvreux (Suisse) SA 0.11% Reduce -95.0% 2,258 $1.9M
Central Valley Advisors, LLC 0.58% Add +0.7% 2,254 $1.9M
Matrix Trust Co 0.32% Reduce -4.0% 2,251 $1.9M
City State Bank 0.53% Reduce -0.6% 2,244 $1.9M
Next Century Growth Investors LLC 0.13% Reduce -64.3% 2,242 $1.9M
L2 Asset Management, LLC 0.26% Add +5.1% 2,235 $1.9M
Heritage Wealth Advisors 0.07% Reduce -4.2% 2,230 $1.9M
GLOBALT Investments LLC / GA 0.07% Reduce -21.7% 2,230 $1.9M
Legacy Advisors, LLC 0.21% Add +3.6% 2,226 $1.9M
Marin Bay Wealth Advisors, LLC 1.10% — 2,225 $1.9M
West Family Investments, Inc. 0.45% Reduce -5.6% 2,225 $1.9M
KW Wealth Management LLC 2.91% Add +8.8% 2,224 $1.9M
Nicholson Wealth Management Group, LLC 1.12% Add +6.2% 2,220 $1.9M
Aspiriant, LLC 0.06% Add +9.3% 2,219 $1.9M
Avidian Wealth Enterprises, LLC 0.07% Add +25.0% 2,218 $1.9M
Victory Financial Group, LLC 0.24% Add +84.0% 2,214 $1.9M
Bell Asset Management Ltd 0.51% Add +1.2% 2,202 $1.9M
MKT Advisors LLC 0.65% Reduce -2.3% 2,170 $1.9M
Absolute Capital Management, LLC 0.69% Add +0.6% 2,202 $1.9M
Circle Wealth Management, LLC 0.03% Add +0.1% 2,201 $1.9M
Louisbourg Investments Inc. 0.38% No change 2,200 $1.9M
Polymer Capital Management (HK) LTD 0.30% New 2,200 $1.9M
Alberta Investment Management Corp 0.01% No change 2,200 $1.9M
Diversified Enterprises, LLC 0.11% Add +197.6% 2,199 $1.9M
Cidel Asset Management Inc. 0.13% Add +4.9% 2,197 $1.9M
Kavar Capital Partners Group, LLC 0.26% Add +4.8% 2,191 $1.9M
Oxbow Advisors, LLC 0.17% No change 2,188 $1.9M
First Heartland Consultants, Inc. 0.14% Reduce -3.6% 2,187 $1.9M
Creative Financial Designs Inc. 0.12% Add +1.9% 2,184 $1.9M
ZWJ Investment Counsel Inc. 0.07% Reduce -1.9% 2,184 $1.9M
Werba Rubin Papier Wealth Management 0.51% Reduce -6.2% 2,179 $1.9M
Corps Capital Advisors, LLC 1.94% Add +37.0% 2,177 $1.9M
Abacus Planning Group, Inc. 0.25% Reduce -2.5% 2,176 $1.9M
Wealth Alliance Advisory Group, LLC 0.32% Reduce -9.0% 2,170 $1.9M
LVW Advisors, LLC 0.19% Reduce -7.6% 2,167 $1.9M
Silvia McColl Wealth Management, LLC 1.24% Add +0.3% 2,164 $1.9M
Bearing Point Capital, LLC 0.29% Add +1.4% 2,164 $1.9M
Altman Advisors, Inc. 0.70% Add +0.4% 2,163 $1.9M
Plancorp, LLC 0.06% Reduce -3.0% 2,161 $1.9M
Crystal Rock Capital Management 0.98% No change 2,155 $1.9M
Toth Financial Advisory Corp. 0.20% Add +15.6% 2,138 $1.8M
Cantor Fitzgerald Investment Advisors L.P. 0.14% No change 2,138 $1.8M
Delta Asset Management LLC 0.16% Reduce -0.4% 2,137 $1.8M
Prescott Group Capital Management, L.L.C. 0.17% No change 2,128 $1.8M
WealthSpring Partners, LLC 1.88% — 2,124 $1.8M
Fortitude Family Office, LLC 0.43% Reduce -0.7% 2,123 $1.8M
Lederer & Associates Investment Counsel 1.23% Reduce -5.7% 2,121 $1.8M
SkyOak Wealth, LLC 0.33% Reduce -0.9% 2,110 $1.8M
Madison Wealth Partners, Inc 0.33% Add +69.4% 2,109 $1.8M
Canvas Wealth Advisors, LLC 0.31% Add +19.4% 2,108 $1.8M
WFA of San Diego, LLC 1.33% Reduce -1.4% 2,107 $1.8M
Claro Advisors Inc. 0.25% Add +5.0% 2,104 $1.8M
Strive Financial Group ,LLC 0.96% — 2,104 $1.8M
Trust Point Inc. 0.14% Reduce -4.4% 2,104 $1.8M
Investment Partners, LTD. 0.63% Add +0.3% 2,102 $1.8M
Decision Investments, Inc. 1.98% — 2,097 $1.8M
Wealth Quarterback LLC 0.65% Add +1.2% 2,096 $1.8M
Centurion Wealth Management LLC 0.40% Add +2.5% 2,095 $1.8M
Wellington Shields Capital Management, LLC 0.26% Reduce -2.3% 2,095 $1.8M
Root Financial Partners, LLC 0.09% Reduce -2.9% 2,092 $1.8M
Searle & Co. 0.47% Reduce -8.4% 2,092 $1.8M
Iowa State Bank 0.34% Add +0.1% 2,090 $1.8M
Wright Investors Service Inc. 0.54% Reduce -18.0% 2,088 $1.8M
Ashton Thomas Securities, LLC 0.34% Reduce -4.4% 2,088 $1.8M
Oakworth Capital, Inc. 0.10% Reduce -0.8% 2,085 $1.8M
Relyea Zuckerberg Hanson LLC 0.18% Reduce -10.3% 2,085 $1.8M
Global Assets Advisory, LLC 0.51% Reduce -4.1% 2,082 $1.8M
Portside Wealth Group, LLC 0.24% Reduce -1.3% 2,078 $1.8M
Ceeto Capital Group, LLC 0.52% Add +20.3% 2,077 $1.8M
Lester Murray Antman dba SimplyRich 0.47% Reduce -2.3% 2,078 $1.8M
Evergreen Wealth Partners LLC 1.51% — 2,076 $1.8M
Acorns Advisers, LLC 0.01% Add +21.3% 2,074 $1.8M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.63% Add +333.1% 2,070 $1.8M
Stockman Wealth Management, Inc. 0.21% Reduce -10.6% 2,070 $1.8M
Financial Partners Group, Inc 0.21% Reduce -16.2% 1,897 $1.8M
Richwood Investment Advisors, LLC 1.28% Reduce -1.3% 1,780 $1.8M
Mitchell Sinkler & Starr 0.80% Reduce -0.7% 2,065 $1.8M
Lotus Technology Management, LP 0.99% — 2,064 $1.8M
Virtus Investment Advisers, LLC 0.48% Add +5.1% 2,064 $1.8M
Associated Banc-Corp 0.05% Add +10.4% 2,064 $1.8M
Taylor Frigon Capital Management LLC 0.90% Reduce -2.1% 2,061 $1.8M
Drive Wealth Management, LLC 0.35% Reduce -8.6% 2,056 $1.8M
Advisory Resource Group 0.31% Add +15.2% 2,054 $1.8M
Sterling Investment Counsel, LLC 0.51% Add +126.5% 1,980 $1.8M
KWB Wealth 0.17% Add +3.8% 2,050 $1.8M
Provident Co of the Employees of the Hebrew University LTD 1.83% Add +41.5% 2,049 $1.8M
IFG Advisory, LLC 0.08% Add +2.8% 2,049 $1.8M
Navera Investment Management Ltd. 0.04% Add +95.3% 2,049 $1.8M
BKM Wealth Management, LLC 0.65% Reduce -19.7% 2,047 $1.8M
Arsenal Capital Advisors LLC 1.25% — 2,046 $1.8M
JSF Financial, LLC 0.37% Reduce -56.2% 2,043 $1.8M
Milestone Asset Management, LLC 0.33% Add +41.4% 2,043 $1.8M
PFW Advisors LLC 0.53% Reduce -5.3% 2,041 $1.8M
LBMC Investment Advisors, LLC 0.11% Add +0.5% 2,041 $1.8M
MJP Associates Inc. 0.22% Reduce -2.0% 2,038 $1.8M
Transcend Capital Advisors, LLC 0.14% Reduce -32.0% 2,037 $1.8M
Carlson Financial, Inc. 1.02% — 2,034 $1.8M
Beacon Investment Advisory Services, Inc. 0.07% Reduce -13.0% 2,025 $1.7M
St. Johns Investment Management Company, LLC 0.73% Add +7.7% 2,024 $1.7M
Orrstown Financial Services Inc. 0.29% Add +6.9% 2,022 $1.7M
Sax Wealth Advisors, LLC 0.08% Add +24.5% 2,020 $1.7M
Ables, Iannone, Moore & Associates, Inc. 0.95% Add +0.3% 2,020 $1.7M
Quintet Private Bank (Europe) S.A. 0.10% No change 2,020 $1.7M
Fielder Capital Group LLC 0.37% Reduce -3.2% 2,020 $1.7M
Wulff, Hansen & Co. 1.46% Reduce -0.7% 2,019 $1.7M
Legacy Edge Advisors, LLC 0.19% Add +0.3% 2,015 $1.7M
Bullock Wealth Management Group 0.85% — 2,015 $1.7M
Directional Asset Management 1.52% — 2,015 $1.7M
Ullmann Wealth Partners Group, LLC 0.18% Reduce -3.7% 1,906 $1.7M
E Fund Management (Hong Kong) Co., Ltd. 0.58% Add +371.6% 1,792 $1.7M
Pinnacle West Asset Management, Inc. 1.12% No change 2,005 $1.7M
Allegheny Financial Group 0.26% Reduce -1.6% 2,004 $1.7M
Triangle Securities Wealth Management 0.36% Add +39.6% 2,003 $1.7M
Quantum Financial Planning Services, Inc. 0.63% Add +1.9% 2,003 $1.7M
Broadway Wealth Solutions, Inc. 0.92% Reduce -0.1% 2,002 $1.7M
Smithfield Trust Co 0.08% Add +0.1% 1,998 $1.7M
Cascade Financial Partners, LLC 0.17% Reduce -0.9% 2,001 $1.7M
Disciplined Investors, L.L.C. 1.13% Reduce -1.3% 2,000 $1.7M
Cedrus Wealth Group LLC 1.59% — 1,995 $1.7M
Clarus Wealth Advisors 0.71% Add +17.1% 1,825 $1.7M
Redwood Investment Management, LLC 0.19% Add +4.4% 1,992 $1.7M
Midwest Financial Group LLC 0.76% Add +42.4% 1,989 $1.7M
Bridgewater Advisors Inc. 0.11% Add +3.2% 1,740 $1.7M
Opinicus Capital, Inc. 1.19% Add +0.6% 1,983 $1.7M
Marble Harbor Investment Counsel, LLC 0.18% Reduce -5.9% 1,980 $1.7M
Sun Financial Inc 0.95% — 1,975 $1.7M
St. Clair Advisors, LLC 0.44% No change 1,975 $1.7M
One River Asset Management, LLC 1.51% Add +99.6% 1,972 $1.7M
Debussy Capital Management LP 0.23% Reduce -5.6% 1,967 $1.7M
NCP Inc. 1.37% Reduce -5.6% 1,966 $1.7M
Gould Asset Management LLC 0.30% Reduce -4.1% 1,966 $1.7M
Mayflower Financial Advisors, LLC 0.20% Add +1.6% 1,964 $1.7M
LCM Capital Management Inc 0.82% Reduce -0.6% 1,962 $1.7M
Clearwave Capital, LLC 1.25% — 1,962 $1.7M
MIdWestOne Financial Group, Inc. 0.19% Reduce -2.5% 1,959 $1.7M
Centennial Bank 0.67% No change 1,956 $1.7M
Kane Investment Management, Inc. 0.82% Reduce -7.0% 1,954 $1.7M
Zullo Investment Group, Inc. 0.62% Add +1.3% 1,952 $1.7M
First Nebraska Trust Co 0.15% Add +39.2% 1,952 $1.7M
Navalign, LLC 0.41% Add +6.3% 1,950 $1.7M
Members Trust Co 0.05% Add +18.6% 1,947 $1.7M
MBM Wealth Consultants, LLC 0.40% Add +5.1% 1,937 $1.7M
Pines Wealth Management, LLC 0.54% Reduce -1.3% 1,936 $1.7M
Deroy & Devereaux Private Investment Counsel Inc. 0.08% Reduce -0.9% 1,933 $1.7M
First American Trust, FSB 0.11% Reduce -5.2% 1,932 $1.7M
Private Management Group Inc. 0.05% No change 1,932 $1.7M
Regent Peak Wealth Advisors LLC 0.33% Reduce -2.2% 1,928 $1.7M
Tempus Wealth Planning, LLC 0.38% Add +3.0% 1,926 $1.7M
Evelyn Partners Investment Management (Europe) Ltd 0.54% Add +12.8% 1,922 $1.7M
Vaughan David Investments LLC 0.04% No change 1,920 $1.7M
Crescent Sterling, Ltd. 1.70% Add +11.1% 1,919 $1.7M
Gardner Lewis Asset Management L P 0.42% Add +79.4% 1,912 $1.6M
Birmingham Capital Management Co. Inc. 0.73% Reduce -1.0% 1,910 $1.6M
Main Street Financial Solutions, LLC 0.12% Reduce -61.0% 1,908 $1.6M
Baron Silver Stevens Financial Advisors, LLC 0.24% Add +8.6% 1,907 $1.6M
Fortune 45 LLC 0.79% Add +1.5% 1,923 $1.6M
MSH Capital Advisors LLC 0.35% Add +18.8% 1,901 $1.6M
Triglav Investments, D.O.O. 0.10% New 1,900 $1.6M
Fortis Capital Management LLC 0.22% Reduce -7.2% 1,900 $1.6M
Costello Asset Management, INC 0.54% Add +1.7% 1,896 $1.6M
General Partner, Inc. 0.93% No change 1,892 $1.6M
Beacon Capital Management, LLC 0.25% Add +10.2% 1,886 $1.6M
Arkfeld Wealth Strategies, L.L.C. 0.56% Add +0.1% 1,840 $1.6M
Cheviot Value Management, LLC 0.16% Reduce -3.2% 1,689 $1.6M
Wealth Advisors of Iowa, LLC 0.53% No change 1,881 $1.6M
SoundView Advisors Inc. 0.57% Reduce -34.1% 1,880 $1.6M
DMC Group, LLC 1.08% Add +5.3% 1,879 $1.6M
Atlas Legacy Advisors, LLC 0.28% Add +9.4% 1,841 $1.6M
Market Street Wealth Management Advisors LLC 0.25% Reduce -2.6% 1,875 $1.6M
CVA Family Office, LLC 0.19% Reduce -3.2% 1,875 $1.6M
Lodestar Private Asset Management LLC 0.16% Reduce -4.0% 1,869 $1.6M
Farrow Financial, Inc. 0.92% Reduce -23.3% 1,862 $1.6M
Sonata Capital Group Inc. 0.58% No change 1,861 $1.6M
Park Edge Advisors, LLC 0.36% Reduce -3.0% 1,859 $1.6M
Lazari Capital Management, Inc. 0.54% Add +21.9% 1,856 $1.6M
Cane Capital Partners, LLC 0.67% — 1,855 $1.6M
Petros Family Wealth, LLC 1.06% Add +14.9% 1,844 $1.6M
Physician Wealth Advisors, Inc. 0.22% Reduce -5.7% 1,841 $1.6M
Wealth Group, Ltd. 1.55% — 1,840 $1.6M
FSM Wealth Advisors, LLC 0.22% Reduce -27.9% 1,839 $1.6M
Burke & Herbert Bank & Trust Co. 0.44% Reduce -9.9% 1,835 $1.6M
Traphagen Investment Advisors LLC 0.13% Add +1.4% 1,834 $1.6M
Strategic Wealth Partners, Ltd. 0.11% Reduce -7.3% 1,833 $1.6M
Horst & Graben Wealth Management LLC 0.24% Reduce -0.8% 1,825 $1.6M
Laraway Financial Advisors Inc 1.02% No change 1,819 $1.6M
Pullen Investment Management, LLC 0.83% Add +6.8% 1,818 $1.6M
Fragasso Financial Advisors Inc 0.09% Reduce -10.1% 1,816 $1.6M
Whalen Wealth Management Inc. 0.84% Add +70.3% 1,812 $1.6M
Arbor Investment Advisors, LLC 0.21% Reduce -0.6% 1,809 $1.6M
Flavin Financial Services, Inc. 1.07% Add +10.9% 1,806 $1.6M
Canandaigua National Bank & Trust Co. 0.14% Reduce -3.8% 1,802 $1.6M
Texas Bank & Trust Co 0.57% Reduce -1.1% 1,802 $1.6M
Magnus Financial Group LLC 0.12% Add +12.4% 1,801 $1.6M
Union Heritage Capital, LLC 0.53% No change 1,800 $1.6M
Essex Bank 0.34% Reduce -0.7% 1,799 $1.6M
Petra Financial Advisors Inc. 0.91% Reduce -1.4% 1,799 $1.6M
Abacus Wealth Partners, LLC 0.15% Reduce -3.2% 1,797 $1.5M
Red Wave Investments LLC 0.46% Reduce -2.7% 1,793 $1.5M
Safeguard Investment Advisory Group, LLC 0.40% Add +6.0% 1,791 $1.5M
Net Worth Advisory Group 0.31% Add +4.4% 1,791 $1.5M
Fiduciary Family Office, LLC 0.44% Add +0.6% 1,789 $1.5M
Chris Bulman Inc 0.68% Reduce -3.6% 1,785 $1.5M
Betterment LLC 0.00% Add +46.9% 1,785 $1.5M
Crewe Advisors LLC 0.14% Add +0.5% 1,784 $1.5M
Motiv8 Investments LLC 0.84% Add +2.9% 1,781 $1.5M
Duncan Williams Asset Management, LLC 0.38% Add +6.7% 1,570 $1.5M
Acropolis Investment Management, LLC 0.07% Reduce -0.3% 1,781 $1.5M
Sovereign Financial Group, Inc. 0.27% Add +0.7% 1,779 $1.5M
Capula Management Ltd 0.01% Reduce -98.3% 1,776 $1.5M
Crews Bank & Trust 0.22% Reduce -1.6% 1,774 $1.5M
Perpetual Ltd 0.02% Add +7.1% 1,772 $1.5M
Paul R. Ried Financial Group, LLC 0.72% Add +3.2% 1,766 $1.5M
Heritage Wealth Management, Inc. 0.42% Reduce -0.2% 1,764 $1.5M
AlphaQuest LLC 0.09% Add +223.1% 1,764 $1.5M
Guardian Financial Partners, LLC 0.64% Add +1.0% 1,761 $1.5M
Arwa LLC 0.89% — 1,760 $1.5M
Olistico Wealth, LLC 0.74% No change 1,760 $1.5M
Keudell/Morrison Wealth Management 0.32% — 1,757 $1.5M
Central Pacific Bank - Trust Division 0.19% Add +0.9% 1,756 $1.5M
Impact Capital Partners LLC 0.45% Reduce -1.2% 1,753 $1.5M
T. Rowe Price Investment Management, Inc. 0.00% New 1,750 $1.5M
Gladius Capital Management LP 1.87% New 1,751 $1.5M
SBI Okasan Asset Management Co.Ltd. 0.08% — 1,738 $1.5M
BayBridge Capital Group, LLC 0.93% Add +6.5% 1,745 $1.5M
United Community Bank 0.57% Reduce -0.1% 1,744 $1.5M
Abundance Wealth Counselors 0.25% Add +3.0% 1,744 $1.5M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.57% Add +49.5% 1,740 $1.5M
Astoria Portfolio Advisors LLC. 0.34% Add +55.9% 1,522 $1.5M
Fire Capital Management LLC 0.75% Add +21.2% 1,738 $1.5M
Trueblood Wealth Management, LLC 0.58% Add +0.7% 1,737 $1.5M
Traveka Wealth, LLC 0.61% Reduce -3.4% 1,735 $1.5M
Logan Capital Management Inc. 0.06% No change 1,735 $1.5M
Urban Wealth Management, LLC 1.39% — 1,733 $1.5M
London Co. of Virginia 0.01% No change 1,730 $1.5M
Midland Wealth Advisors, LLC 0.08% Reduce -18.4% 1,727 $1.5M
Evermay Wealth Management LLC 0.17% Reduce -6.2% 1,725 $1.5M
DT Investment Partners, LLC 0.12% Add +11.7% 1,724 $1.5M
Great Waters Wealth Management 0.16% Reduce -2.9% 1,722 $1.5M
Panoramic Capital Partners, LLC 0.91% Add +1.3% 1,722 $1.5M
Advisors Preferred, LLC 0.24% Add +23.4% 1,727 $1.5M
Quadcap Wealth Management, LLC 0.17% Reduce -0.1% 1,710 $1.5M
Register Financial Advisors LLC 0.57% Add +0.9% 1,709 $1.5M
Faithward Advisors, LLC 0.22% Reduce -63.0% 1,705 $1.5M
Ledyard National Bank 0.13% Reduce -0.9% 1,705 $1.5M
Legacy Financial Advisors, Inc. 0.20% Reduce -4.4% 1,704 $1.5M
Iron Gate Global Advisors LLC 0.15% Reduce -0.2% 1,698 $1.5M
Cary Street Partners Investment Advisory LLC 0.39% Reduce -0.6% 1,695 $1.5M
Pioneer Trust Bank N A 0.34% No change 1,693 $1.5M
RIA Advisory Group LLC 0.35% Add +33.5% 1,691 $1.5M
Tred Avon Family Wealth, LLC 0.47% Add +39.2% 1,689 $1.5M
Kampmann Melissa S. 1.08% New 1,480 $1.5M
Patton Albertson Miller Group, LLC 0.17% Reduce -52.3% 1,686 $1.5M
Founders Financial Alliance, LLC 0.27% Add +7.8% 1,685 $1.5M
EPG Wealth Management LLC 0.39% Add +1.3% 1,685 $1.5M
CLG LLC 0.36% Reduce -0.2% 1,677 $1.4M
Peddock Capital Advisors, LLC 0.30% Reduce -0.6% 1,676 $1.4M
Rollins Financial Advisors, LLC 0.21% Reduce -6.9% 1,675 $1.4M
Ticino Wealth 0.54% — 1,675 $1.4M
Shira Ridge Wealth Management 0.58% Add +0.8% 1,671 $1.4M
Hara Capital LLC 0.80% Reduce -0.5% 1,668 $1.4M
Alta Advisers Ltd 0.52% Reduce -26.5% 1,666 $1.4M
Wolverine Asset Management LLC 0.08% Add +4.0% 1,666 $1.4M
Robinswood Financial LLC 0.46% Add +0.1% 1,661 $1.4M
Forvis Mazars Wealth Advisors, LLC 0.03% Add +3.4% 1,659 $1.4M
Meyer Handelman Co. 0.04% No change 1,658 $1.4M
Oarsman Capital, Inc. 0.19% Add +9.2% 1,656 $1.4M
Continental Investors Services, Inc. 1.84% No change 1,518 $1.4M
Zhang Financial LLC 0.05% Add +8.3% 1,654 $1.4M
Dover Advisors, LLC 0.55% Add +41.3% 1,650 $1.4M
KLCM Advisors, Inc. 0.12% Add +13.6% 1,650 $1.4M
Prentice Wealth Management LLC 0.32% Add +3.2% 1,649 $1.4M
L & S Advisors Inc 0.14% Add +15.0% 1,647 $1.4M
Maridea Wealth Management LLC 0.21% Add +19.2% 1,644 $1.4M
Levin Capital Strategies, L.P. 0.12% Add +8.6% 1,643 $1.4M
Maimon Wealth Management LTD. 1.31% — 1,640 $1.4M
Richard W. Paul & Associates, LLC 0.47% Add +12.4% 1,639 $1.4M
Northbridge Financial Group, LLC 0.63% — 1,638 $1.4M
Shum Financial Group, Inc. 1.02% Add +0.7% 1,638 $1.4M
Bolthouse Investments, LLC 1.25% No change 1,636 $1.4M
Capital Advisors, Ltd. LLC 0.16% Reduce -1.0% 1,630 $1.4M
Wealth Advisors of Tampa Bay, LLC 0.48% Add +2.4% 1,628 $1.4M
Retirement Solution LLC 0.31% Add +16.1% 1,628 $1.4M
Mill Creek Capital Advisors, LLC 0.03% Reduce -26.8% 1,626 $1.4M
Dogwood Wealth Management LLC 0.62% Reduce -21.5% 1,623 $1.4M
Red Mountain Financial, LLC 1.37% Reduce -1.2% 1,621 $1.4M
Verity & Verity, LLC 0.11% Add +64.4% 1,621 $1.4M
Citizens National Bank Trust Department 0.24% Reduce -1.8% 1,617 $1.4M
FUKOKU MUTUAL LIFE INSURANCE Co 0.09% Reduce -11.9% 1,615 $1.4M
Stonebridge Financial Planning Group, LLC 0.50% Reduce -2.1% 1,614 $1.4M
Boltwood Capital Management 0.36% Add +3.4% 1,611 $1.4M
CRA Financial Services, LLC 0.18% Reduce -4.7% 1,607 $1.4M
Summit Wealth Group LLC / Co. 0.18% Reduce -15.3% 1,601 $1.4M
Tortoise Investment Management, LLC 0.12% Add +4.7% 1,598 $1.4M
Corundum Group, Inc. 0.46% Add +18.7% 1,596 $1.4M
Prudent Man Advisors, LLC 0.50% Reduce -0.6% 1,594 $1.4M
Consilium Wealth Advisory, LLC 0.51% Add +2.4% 1,593 $1.4M
Shepherd Street Advisors LLC 1.32% — 1,592 $1.4M
Purkiss Capital Advisors LLC 0.64% Reduce -6.6% 1,587 $1.4M
Stonebrook Private Inc. 0.28% Add +0.9% 1,579 $1.4M
Global Strategic Investment Solutions, LLC 0.13% Add +0.3% 1,576 $1.4M
Andrews Advisory Associates, LLC 0.72% — 1,573 $1.4M
LifeSteps Financial, Inc. 0.86% Reduce -1.5% 1,566 $1.4M
Y.D. More Investments Ltd 0.06% Reduce -7.9% 1,588 $1.3M
BXM Wealth LLC 1.04% Add +558.9% 9,323 $1.3M
Kensington Investment Counsel, LLC 0.55% Add +62.2% 1,562 $1.3M
IKE Capital, LLC 1.17% — 1,561 $1.3M
Oxford Asset Management LLP 0.48% Add +136.4% 1,558 $1.3M
Up Strategic Wealth Investment Advisors LLC 0.97% Add +1.0% 1,340 $1.3M
Crusonia Wealth Advisors LLC 0.29% — 1,553 $1.3M
Intact Investment Management Inc. 0.04% Add +154.1% 1,550 $1.3M
Excalibur Management Corp. 0.48% Add +0.4% 1,546 $1.3M
Cambria Investment Management, L.P. 0.08% Add +245.1% 1,546 $1.3M
VUB Generali dochodkova spravcovska spolocnost, a.s. 1.02% — 1,538 $1.3M
Cache Advisors, LLC 0.16% No change 1,532 $1.3M
Nicholas Wealth, LLC. 0.89% Add +8.3% 1,529 $1.3M
BankPlus Trust Department 0.34% Reduce -5.2% 1,528 $1.3M
Hemenway Trust Co LLC 0.10% Reduce -1.9% 1,526 $1.3M
Sound Income Strategies, LLC 0.06% Add +45.1% 1,365 $1.3M
CM Wealth Advisors LLC 0.30% Add +86.4% 1,523 $1.3M
Basecamp Wealth Advisors LLC 0.28% — 1,521 $1.3M
Alteri Wealth LLC 0.42% Reduce -4.6% 1,521 $1.3M
Quantum Portfolio Management LLC 0.58% Reduce -25.3% 1,515 $1.3M
Investment Research Partners LLC 0.56% Add +3.4% 1,513 $1.3M
GMO 0.00% Reduce -26.2% 1,508 $1.3M
Argent Advisors, Inc. 0.36% Add +9.3% 1,506 $1.3M
Columbia Advisory Partners LLC 0.88% Reduce -1.3% 1,503 $1.3M
Ducere Wealth Management LLC 0.50% — 1,502 $1.3M
Merrion Investment Management Co, LLC 0.70% No change 1,500 $1.3M
Sandler Capital Management 0.58% New 1,500 $1.3M
Coquina Private Wealth LLC 1.04% — 1,500 $1.3M
XTX Topco Ltd 0.03% Add +82.4% 1,496 $1.3M
Ewa, LLC 0.32% Reduce -5.3% 1,495 $1.3M
BankChampaign, National Association 1.27% — 1,494 $1.3M
Aspen Investment Management Inc 0.39% Add +175.1% 1,494 $1.3M
RFP Financial Group LLC 0.62% Reduce -7.6% 1,493 $1.3M
Wealth Alliance, LLC 0.13% Reduce -56.2% 1,493 $1.3M
Mosaic Family Wealth Partners, LLC 0.14% Reduce -1.6% 1,493 $1.3M
Spectrum Asset Management, Inc. (NB/CA) 0.43% Reduce -0.1% 1,492 $1.3M
Fortem Financial Group, LLC 0.34% Reduce -8.8% 1,492 $1.3M
Xcelsior Advisor Partners LLC 0.62% — 1,490 $1.3M
Lodestone Wealth Management LLC 0.52% Reduce -9.3% 1,487 $1.3M
Putney Financial Group LLC 1.20% Reduce -1.7% 1,485 $1.3M
Personal Cfo Solutions, LLC 0.20% Reduce -8.9% 1,483 $1.3M
Snowwater Investment Partners, LLC 1.18% — 1,483 $1.3M
Orange Investment Advisors, Inc. 0.14% Reduce -12.7% 1,482 $1.3M
Bank of Hawaii 0.06% Reduce -15.8% 1,482 $1.3M
Heartland Bank & Trust Co 0.54% Reduce -0.5% 1,479 $1.3M
Sander Capital Advisors Inc. 0.61% Reduce -12.8% 1,477 $1.3M
Advocacy Wealth Management, LLC 0.05% Add +0.5% 1,477 $1.3M
Altfest L J & Co. Inc. 0.14% Reduce -2.6% 1,476 $1.3M
Adirondack Trust Co. 0.42% Reduce -2.5% 1,476 $1.3M
Formidable Asset Management, LLC 0.19% Reduce -0.2% 1,373 $1.3M
Pasadena Private Wealth, LLC 0.17% Add +4.9% 1,472 $1.3M
LVZ, Inc. 0.14% Add +22.1% 1,472 $1.3M
Biltmore Family Office, LLC 0.18% Add +6.5% 1,471 $1.3M
waypoint wealth counsel 0.47% Reduce -10.4% 1,470 $1.3M
CFO4Life Group, LLC 0.18% Add +19.7% 1,467 $1.3M
Fred Alger Management, LLC 0.01% Reduce -11.8% 1,465 $1.3M
Hoxton Planning & Management, LLC 0.38% Reduce -2.1% 1,462 $1.3M
Riverpark Capital Management LLC 2.43% Add +4.3% 1,460 $1.3M
Davis Capital Management 0.87% Reduce -1.1% 1,460 $1.3M
Weaver Consulting Group 0.31% Add +1.0% 1,459 $1.3M
Gratus Wealth Advisors, LLC 0.17% Add +4.2% 1,458 $1.3M
Heritage Financial Services, LLC 0.10% Add +0.6% 1,458 $1.3M
Keystone Financial Group 0.09% Add +7.9% 1,455 $1.3M
Baring Financial LLC 0.76% Add +7.5% 1,454 $1.3M
Strategic Family Wealth Counselors, L.L.C. 0.28% Add +54.2% 1,297 $1.3M
River Street Advisors LLC 0.47% Add +1.6% 1,450 $1.3M
M&G PLC 0.01% No change 1,445 $1.2M
Tradewinds Capital Management, LLC 0.26% Add +5.7% 1,444 $1.2M
Family Legacy Financial Solutions, LLC 0.96% Add +3.7% 1,442 $1.2M
Abbot Financial Management, Inc. 0.52% Add +4.0% 1,441 $1.2M
First National Bank & Trust Co. of Newtown 0.23% No change 1,440 $1.2M
Sloy Dahl & Holst, LLC 0.15% Reduce -2.0% 1,439 $1.2M
First Command Advisory Services, Inc. 0.01% Add +2.3% 1,437 $1.2M
YANKCOM Partnership 0.52% Add +9.3% 1,430 $1.2M
Bluedoor Private Wealth, LLC 0.57% — 1,429 $1.2M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.3% 1,428 $1.2M
Burton Enright Welch 0.17% Reduce -5.9% 1,428 $1.2M
Chapman Financial Group, LLC 0.84% Add +7.5% 1,424 $1.2M
Chancellor Financial Group WB LP 0.84% Add +0.8% 1,423 $1.2M
McAdam, LLC 0.06% Add +0.6% 1,423 $1.2M
Radnor Capital Management, LLC 0.18% Add +3.6% 1,422 $1.2M
Eagle Global Advisors LLC 0.05% Add +2.7% 1,421 $1.2M
Hofer & Associates. Inc 0.65% Add +0.6% 1,419 $1.2M
Clarion Wealth Managment Partners, LLC 1.13% No change 1,418 $1.2M
SHP Wealth Management 0.10% — 1,416 $1.2M
Cardiff Park Advisors, LLC 0.10% Reduce -6.4% 1,417 $1.2M
Whelan Financial 0.38% Add +0.6% 1,415 $1.2M
D'Orazio & Associates, Inc. 0.16% Reduce -4.9% 1,414 $1.2M
Steigerwald, Gordon & Koch Inc. 0.12% Add +0.6% 1,411 $1.2M
Chaney Capital Management, Inc. 0.42% Add +0.1% 1,408 $1.2M
Sharper & Granite LLC 0.43% No change 1,406 $1.2M
3Chopt Investment Partners, LLC 0.27% Reduce -0.8% 1,405 $1.2M
Blom & Howell Financial Planning, Inc. 1.20% — 1,401 $1.2M
Hikari Tsushin, Inc. 0.08% No change 1,400 $1.2M
Coastwise Capital Group, LLC 0.62% No change 1,400 $1.2M
Signet Investment Advisory Group, Inc. 0.56% Add +4.9% 1,399 $1.2M
JBR Co Financial Management Inc 0.51% No change 1,399 $1.2M
Mathes Company, Inc. 0.43% No change 1,399 $1.2M
Allied Investment Advisors, LLC 0.19% Add +5.3% 1,398 $1.2M
Frec Markets, Inc. 0.35% — 1,397 $1.2M
Michael Brady & Co., LLC 1.20% — 1,396 $1.2M
Kennebec Savings Bank 1.04% Add +0.7% 1,396 $1.2M
Goldstone Financial Group, LLC 0.13% Reduce -7.3% 1,393 $1.2M
Octavia Wealth Advisors, LLC 0.11% Reduce -14.7% 1,393 $1.2M
Plante Moran Financial Advisors, LLC 0.08% Add +6.4% 1,392 $1.2M
Bender Robert & Associates 0.25% Reduce -0.8% 1,392 $1.2M
Pollock Investment Advisors, LLC 0.88% No change 1,390 $1.2M
Atwood & Palmer Inc. 0.07% No change 1,390 $1.2M
Sentry LLC 0.33% Reduce -2.8% 1,388 $1.2M
Lansing Street Advisors 0.31% Add +9.0% 1,385 $1.2M
Greatmark Investment Partners, Inc. 0.14% Reduce -1.8% 1,384 $1.2M
Stolz & Associates, PS 0.92% — 1,382 $1.2M
AXA S.A. 0.56% Reduce -14.7% 1,382 $1.2M
Paragon Private Wealth Management, LLC 0.37% Reduce -11.2% 1,382 $1.2M
Heirloom Wealth Management 0.28% Reduce -9.0% 1,381 $1.2M
Five Oceans Advisors 0.42% Reduce -0.9% 1,379 $1.2M
American State Bank (Iowa) 0.57% Add +18.1% 1,378 $1.2M
Childress Capital Advisors, LLC 0.19% Reduce -4.4% 1,376 $1.2M
Brown Financial Advisors 0.43% Add +2.1% 1,371 $1.2M
Seelaus Asset Management LLC 0.95% Reduce -6.5% 1,367 $1.2M
Odyssey Capital Advisors, Inc. 1.05% — 1,366 $1.2M
Sompo Asset Management Co., Ltd. 0.20% Reduce -11.1% 1,360 $1.2M
Worthington Financial Partners, LLC 1.04% — 1,360 $1.2M
KTF Investments, LLC 0.19% — 1,359 $1.2M
Meadow Creek Wealth Advisors LLC 0.75% Reduce -2.1% 1,358 $1.2M
Interchange Capital Partners, LLC 0.22% Add +15.9% 1,358 $1.2M
Vestor Capital, LLC 0.10% Add +20936.6% 970,840 $1.2M
Fulcrum Capital LLC 0.23% No change 1,353 $1.2M
Kestra Investment Management, LLC 0.03% Reduce -11.3% 1,353 $1.2M
Moody LYNN Lieberson & Walker, LLC 0.06% Reduce -7.2% 1,350 $1.2M
Waters Parkerson & Co., LLC 0.06% Add +13.9% 1,349 $1.2M
Missouri Trust & Investment Co 0.34% Add +0.8% 1,348 $1.2M
1834 Investment Advisors Co. 0.15% Reduce -1.7% 1,347 $1.2M
Bernard Wealth Management Corp. 0.47% Reduce -11.3% 1,346 $1.2M
Gleason Group, Inc. 0.11% Add +1.9% 1,345 $1.2M
Winthrop Advisory Group LLC 0.10% Add +1.7% 1,342 $1.2M
Skyline Advisors, Inc. 0.39% Add +0.1% 1,342 $1.2M
Laurel Wealth Advisors LLC 0.15% Reduce -2.3% 1,341 $1.2M
Maxele Advisors, LLC 0.94% Reduce -0.7% 1,340 $1.2M
Coordinated Financial Services, Inc. 0.67% Add +5.7% 1,340 $1.2M
Vision Financial Markets LLC 1.18% No change 1,340 $1.2M
Diligent Investors, LLC 0.28% Reduce -4.6% 1,339 $1.2M
Evernest Financial Advisors, LLC 0.24% Reduce -8.0% 1,157 $1.2M
Income Insurance Ltd 0.75% — 1,335 $1.2M
Elevated Financial Group LLC 0.40% — 1,335 $1.2M
Summit Securities Group LLC 0.21% Add +826.4% 1,334 $1.2M
Values Added Financial LLC 0.48% No change 1,328 $1.1M
Sage Rhino Capital LLC 0.22% Reduce -2.4% 1,328 $1.1M
HBW Advisory Services LLC 0.12% Reduce -5.6% 1,326 $1.1M
Capital Wealth Alliance, LLC 0.49% Add +3.4% 1,142 $1.1M
Aspen Wealth Management LLC 0.24% Reduce -1.5% 1,320 $1.1M
Tevis Investment Management 0.68% No change 1,227 $1.1M
San Luis Wealth Advisors LLC 0.19% Reduce -3.6% 1,317 $1.1M
Pachira Investments Inc. 0.55% Add +7.3% 1,316 $1.1M
Gemmer Asset Management LLC 0.09% Add +38.0% 1,315 $1.1M
Eagle Wealth Advisors LLC 0.97% — 1,315 $1.1M
Henshaw Capital LLC 0.04% Add +8.9% 1,314 $1.1M
Phoenix Wealth Advisors 0.44% Add +6.4% 1,312 $1.1M
West Bancorporation Inc. 0.59% Reduce -1.4% 1,311 $1.1M
Ritter Daniher Financial Advisory LLC / DE 0.19% Add +1.6% 1,310 $1.1M
Wilson & Boucher Capital Management, LLC 0.74% No change 1,310 $1.1M
Tandem Wealth Advisors LLC 0.51% Add +20.5% 1,310 $1.1M
Thompson Davis & Co., Inc. 0.68% Reduce -2.6% 1,309 $1.1M
GPS Wealth Strategies Group, LLC 0.96% Reduce -80.4% 1,307 $1.1M
Wescott Financial Advisory Group, LLC 0.10% Add +8.6% 1,306 $1.1M
Stablepoint Partners, LLC 0.18% Add +0.1% 1,305 $1.1M
Rothschild Wealth LLC 0.11% Reduce -3.0% 1,305 $1.1M
Colonial River Investments, LLC 0.40% Reduce -4.4% 1,304 $1.1M
Parthenon LLC 0.12% No change 1,303 $1.1M
Waldron Private Wealth LLC 0.04% Reduce -5.2% 1,302 $1.1M
Watershed Private Wealth LLC 0.34% Add +425.0% 1,302 $1.1M
Rainier Family Wealth Inc. 0.84% Add +10.3% 1,300 $1.1M
PW Nova Financial Services LLC 0.42% — 1,311 $1.1M
Matisse Capital 0.50% Reduce -31.6% 1,299 $1.1M
West Paces Advisors Inc. 0.22% Add +3.1% 1,295 $1.1M
Heartwood Wealth Advisors LLC 0.10% Reduce -8.8% 1,294 $1.1M
Milestone Asset Management Group, LLC 0.63% Add +10.6% 1,292 $1.1M
Financial Plan, Inc. 0.13% — 1,289 $1.1M
Westside Investment Management, Inc. 0.18% Reduce -1.8% 1,293 $1.1M
Unify Financial Advisors 1.16% — 1,287 $1.1M
Aureus Asset Management, LLC 0.07% Add +6.2% 1,286 $1.1M
Intrepid Financial Planning Group LLC 0.42% Reduce -1.5% 1,285 $1.1M
Montgomery Investment Management Inc. 0.40% Reduce -0.4% 1,285 $1.1M
Seeds Investor LLC 0.21% Reduce -10.0% 1,284 $1.1M
Lawson Kroeker Investment Management Inc. 0.33% No change 1,281 $1.1M
Wealth Architects, LLC 0.10% Reduce -7.0% 1,280 $1.1M
Sunbeam Capital Management, LLC 0.65% Reduce -3.5% 1,280 $1.1M
Buckhead Capital Management LLC 0.40% Reduce -0.1% 1,279 $1.1M
Concentrum Wealth Management 0.31% Add +8.3% 1,275 $1.1M
Florida Financial Advisors, LLC 0.30% Add +14.0% 1,278 $1.1M
TrustBank 0.46% — 1,274 $1.1M
CYBER HORNET ETFs LLC 0.65% Add +5.2% 1,272 $1.1M
Wiregrass Investment Management LLC 0.92% — 1,269 $1.1M
BSW Wealth Partners 0.13% Reduce -6.6% 1,267 $1.1M
Monograph Wealth Advisors, LLC 0.11% No change 1,267 $1.1M
Paulson Wealth Management Inc. 0.25% Reduce -13.2% 1,266 $1.1M
Sacks & Associates, LLC 0.80% — 1,265 $1.1M
Gilliland Jeter Wealth Management LLC 0.33% Add +2.9% 1,264 $1.1M
Essex LLC 0.19% Add +4.5% 1,264 $1.1M
Avalon Capital Management 0.26% Add +0.8% 1,257 $1.1M
EJMK Ventures LLC 0.66% — 1,250 $1.1M
Aristotle Capital Management, LLC 0.00% No change 1,245 $1.1M
Retirement Guys Formula LLC 0.49% Reduce -32.2% 1,243 $1.1M
Ponta Wealth Partners, LLC 1.00% — 1,240 $1.1M
Connecticut Capital Management Group, LLC 1.02% — 1,239 $1.1M
RVW Wealth, LLC 0.08% Reduce -2.4% 1,238 $1.1M
Financial Consulate, Inc. 0.15% Reduce -3.6% 1,237 $1.1M
Edgestream Partners, L.P. 0.03% Reduce -42.6% 1,236 $1.1M
Aerodigm Wealth, LLC 0.41% Add +5.4% 1,236 $1.1M
Foster Group, Inc. 0.03% Add +20.0% 1,235 $1.1M
Bauman Advisory Group, LLC 0.86% — 1,235 $1.1M
Cahill Financial Advisors Inc. 0.12% Add +3.9% 1,233 $1.1M
Nabity-Jensen Investment Management Inc 0.72% Reduce -6.5% 1,231 $1.1M
Hutchinson Capital Management 0.18% No change 1,226 $1.1M
PeakShares LLC 1.03% — 1,224 $1.1M
Redmond Asset Management, LLC 0.27% Reduce -8.4% 1,223 $1.1M
Tortuga Wealth Management, Inc 1.11% — 1,221 $1.1M
Shared Vision Wealth Group LLC 0.43% Add +14.6% 1,076 $1.1M
Prasad Wealth Partners, LLC 0.28% Add +39.3% 1,219 $1.1M
Leibman Financial Services, Inc. 0.76% New 1,218 $1.1M
Main Street Group, LTD 0.36% Reduce -2.6% 1,216 $1.0M
Shikiar Asset Management Inc. 0.28% No change 1,215 $1.0M
New England Research & Management, Inc. 0.46% Add +358.5% 1,215 $1.0M
Destiny Capital Corp 0.54% Add +6.4% 1,214 $1.0M
Elwood & Goetz Wealth Advisory Group, LLC 0.18% Add +0.8% 1,213 $1.0M
Tsfg, LLC 0.16% Add +0.1% 1,214 $1.0M
TFC Financial Management, Inc. 0.13% Add +32.6% 1,212 $1.0M
Heritage Trust Co 0.11% Reduce -5.8% 1,212 $1.0M
Brady Martz Wealth Solutions, LLC 0.18% Reduce -2.1% 1,211 $1.0M
First Commonwealth Financial Corp 0.17% Add +3.5% 1,209 $1.0M
Mendel Money Management 0.44% Add +1.3% 1,209 $1.0M
Winthrop Capital Management, LLC 0.24% Reduce -12.1% 1,208 $1.0M
Cfo Capital Management LLC 0.78% — 1,204 $1.0M
New Republic Capital, LLC 0.28% Add +95.5% 1,202 $1.0M
Palisades Hudson Asset Management, L.P. 0.40% No change 1,201 $1.0M
Citizens Business Bank 0.17% Add +7.6% 1,200 $1.0M
Financial Perspectives, Inc 0.28% Add +3.5% 1,197 $1.0M
Proficio Capital Partners LLC 0.07% Reduce -3.5% 1,197 $1.0M
Optima Capital LLC 0.45% Add +0.3% 1,196 $1.0M
Carrera Capital Advisors 0.17% Add +93.2% 1,196 $1.0M
BCS Wealth Management 0.10% Add +105.2% 1,196 $1.0M
Capital Advantage, Inc. 0.14% Add +16.4% 1,193 $1.0M
WestHill Financial Advisors, Inc. 0.20% Reduce -11.2% 1,192 $1.0M
Tilia Fiduciary Partners, Inc. 0.57% Reduce -8.2% 1,192 $1.0M
Stableford Capital II LLC 0.37% Reduce -2.4% 1,191 $1.0M
Invera Wealth Advisors, LLC 0.65% Reduce -2.1% 1,189 $1.0M
Koenig Investment Advisory, LLC 0.83% — 1,038 $1.0M
GeoWealth Management, LLC 0.04% Reduce -3.3% 1,188 $1.0M
Mason & Associates Inc 0.19% Add +58.3% 1,187 $1.0M
Hansen & Associates Financial Group, Inc. 0.56% Add +8.6% 1,054 $1.0M
Beto Financial Group, LLC 0.69% — 1,053 $1.0M
Strategic Investment Advisors / MI 0.09% Add +2.6% 1,182 $1.0M
AA Financial Advisors, LLC 0.19% Add +5.5% 1,181 $1.0M
Armstrong Advisory Group, Inc. 0.07% Add +12.7% 1,181 $1.0M
Baker Boyer National Bank 0.31% Reduce -34.6% 1,178 $1.0M
CCG Wealth Management, LLC 0.43% Add +43.4% 1,177 $1.0M
Northern Capital Management, Inc. 0.54% Add +3.6% 1,176 $1.0M
Centerpoint Advisors, LLC 0.31% Reduce -0.2% 1,175 $1.0M
PKS Advisory Services, LLC 0.23% Add +5.2% 1,175 $1.0M
Kintra Wealth, LLC 0.14% Add +10.2% 1,174 $1.0M
Cahaba Wealth Management, Inc. 0.07% Reduce -1.5% 1,173 $1.0M
Waterway Wealth Management, LLC 0.23% Add +3.7% 1,173 $1.0M
Schneider Downs Wealth Management Advisors, LP 0.11% Add +51.7% 1,171 $1.0M
Van Cleef Asset Management,Inc 0.10% Reduce -5.6% 1,171 $1.0M
Magnetar Financial LLC 0.01% New 1,170 $1.0M
55 North Private Wealth, LLC 0.27% — 1,169 $1.0M
Strengthening Families & Communities, LLC 0.36% Add +0.7% 1,167 $1.0M
Enclave Advisors LLC 0.14% Add +4.3% 1,164 $1.0M
Wood Tarver Financial Group, LLC 0.28% Reduce -9.5% 1,164 $1.0M
Wellington-Altus USA Inc. 0.74% — 1,163 $1.0M
Resurgent Financial Advisors LLC 0.50% Reduce -5.7% 1,162 $1.0M
MCF Advisors LLC 0.06% Add +77.4% 1,162 $1.0M
Elite Wealth Management, Inc. 0.27% Reduce -83.4% 1,162 $1.0M
Golden Reserve Retirement LLC 0.18% New 1,160 $1.0M
Fort Point Capital Partners LLC 0.12% No change 1,043 $998K
PAX Financial Group, LLC 0.17% Reduce -1.4% 1,156 $997K
Intelligent Financial Strategies 0.48% No change 1,156 $997K
Elm Partners Management LLC 0.05% Add +11.1% 1,154 $995K
Requisite Capital Management, LLC 0.19% Add +79.3% 1,153 $995K
Castle Wealth Management LLC 0.33% Reduce -1.5% 1,153 $995K
Sentry Investment Management LLC 0.65% No change 1,152 $993K
Birinyi Associates Inc. 0.25% Reduce -63.4% 1,150 $992K
Builder Investment Group Inc. 0.21% No change 1,150 $992K
Elevated Private Wealth, LLC 1.03% — 1,148 $990K
Crown Wealth Group, LLC 0.28% Reduce -6.7% 1,148 $990K
Versant Capital Management, Inc 0.12% Add +0.4% 1,147 $990K
Carr Financial Group Corp 0.26% Reduce -0.4% 1,147 $989K
Roxbury Financial LLC 0.89% Reduce -2.0% 1,146 $988K
Revolve Wealth Partners, LLC 0.12% Reduce -5.0% 1,146 $988K
Allen Capital Group, LLC 0.09% Add +79.9% 1,144 $987K
Notis-McConarty Edward 0.46% No change 1,143 $986K
Jupiter Wealth Management LLC 0.44% Add +34.1% 984 $983K
Brandywine Oak Private Wealth LLC 0.08% Add +0.5% 1,139 $982K
V2 Financial group LLC 0.48% Add +71.6% 1,138 $981K
Northland Securities, Inc. 0.94% — 1,136 $980K
Fusion Capital, LLC 0.28% Add +0.1% 1,135 $979K
Cromwell Holdings LLC 0.53% Reduce -11.9% 1,135 $979K
Oxford Wealth Group, LLC 0.48% — 1,135 $979K
Keating Investment Counselors Inc. 0.27% Reduce -9.2% 1,135 $979K
TritonPoint Partners, LLC 0.52% — 1,134 $978K
Ridgecrest Wealth Partners, LLC 0.53% Reduce -37.9% 1,134 $978K
WP Advisors, LLC 0.24% Reduce -10.9% 1,133 $977K
Alpine Bank Wealth Management 0.14% Add +12.3% 1,132 $976K
Pinion Investment Advisors, LLC 0.24% Reduce -1.4% 1,130 $975K
MOR Wealth Management, LLC 0.45% — 1,130 $975K
Archer Investment Corp 0.22% Add +36.0% 1,129 $973K
Morton Capital Management LLC 0.15% Reduce -5.0% 1,126 $971K
Clearwater Capital Advisors, LLC 0.08% Reduce -19.8% 1,125 $970K
Paladin Partners, LLC 0.72% — 1,124 $969K
Cascade Investment Group, Inc. 0.65% Reduce -2.6% 1,121 $967K
LongView Wealth Management 0.23% Add +1.1% 1,025 $966K
Morningstar Investment Management LLC 0.06% Reduce -5.7% 1,118 $964K
SGL Investment Advisors, Inc. 0.39% Add +85.0% 973 $963K
Benchmark Financial Wealth Advisors, LLC 0.28% Add +20.3% 1,116 $962K
Westfuller Advisors, LLC 0.39% Reduce -2.4% 1,115 $962K
Addison Capital Co 0.24% No change 1,114 $961K
American Institute for Advanced Investment Management, LLP 0.62% Add +1.9% 1,111 $960K
Bear Mountain Capital, Inc. 0.31% Add +0.2% 1,002 $958K
Elevated Capital Advisors, LLC 0.22% Reduce -10.0% 1,110 $957K
Lee Financial Co 0.13% Reduce -15.8% 1,107 $955K
Gill Capital Partners, LLC 0.29% Reduce -9.2% 1,105 $953K
Fiscal Wisdom Wealth Management, LLC 0.90% Add +0.1% 1,103 $951K
Pacific Sun Financial Corp 0.46% Add +19.0% 1,101 $949K
Long Island Wealth Management, Inc. 0.45% No change 1,101 $949K
Gen-Wealth Partners Inc 0.30% Reduce -21.0% 1,100 $949K
Sage Capital Management, LLC 0.44% Reduce -0.1% 1,099 $949K
Lane Generational LLC 0.86% No change 1,100 $949K
Bond & Devick Financial Network, Inc. 0.27% Reduce -0.7% 1,099 $948K
GW Henssler & Associates Ltd. 0.05% Reduce -0.5% 1,098 $947K
IFG Advisors, LLC 0.16% No change 1,094 $944K
Trilogy Capital Inc. 0.04% Reduce -2.6% 1,094 $944K
Wrapmanager Inc. 0.32% Reduce -16.3% 1,093 $943K
Centennial Wealth Advisory LLC 0.25% Reduce -2.8% 1,092 $941K
Summit Asset Management, LLC 0.13% Add +0.3% 1,091 $941K
Wisconsin Wealth Advisors, LLC 0.92% Reduce -7.3% 1,090 $940K
Claris Financial LLC 0.50% Reduce -1.8% 1,090 $940K
Bedel Financial Consulting, Inc. 0.10% Reduce -8.6% 1,088 $939K
First National Bank of Hutchinson 0.55% Reduce -1.7% 1,088 $938K
TCFG Wealth Management, LLC 0.37% Reduce -6.0% 1,087 $937K
CFS Investment Advisory Services, LLC 0.07% Add +1.8% 1,084 $935K
Biltmore Wealth Management, LLC 0.35% Reduce -1.2% 1,081 $932K
Fortress Financial Solutions, LLC 0.95% Reduce -2.4% 1,080 $932K
Antonelli Financial Advisors, LLC 0.61% Add +2.9% 1,077 $929K
Eclectic Associates Inc. 0.14% Add +17.9% 1,073 $925K
Armstrong Henry H Associates Inc. 0.09% No change 1,071 $924K
Harbour Wealth Management Group, Inc. 0.72% — 1,069 $922K
Integrated Investment Consultants, LLC 0.18% Reduce -19.1% 1,066 $919K
Buttonwood Financial Advisors Inc. 0.31% No change 1,065 $918K
Independent Wealth Network Inc. 0.28% Add +1.7% 1,062 $916K
Sunrise Financial Services, LLC 0.69% — 1,060 $914K
Z3 Capital Partners, LLC 0.22% — 1,058 $913K
Marks Group Wealth Management, Inc 0.09% Reduce -0.5% 1,058 $912K
Houlihan Financial Resource Group, Ltd. 0.35% New 1,046 $912K
Stamos Capital Partners, L.P. 0.15% Add +210.0% 1,057 $911K
Davidson Investment Advisors 0.04% Add +18.9% 1,055 $910K
Synergy Financial Group, LTD 0.64% Add +0.1% 1,053 $908K
Wellington Shields & Co., LLC 0.22% Reduce -4.5% 1,050 $905K
Titleist Asset Management, LLC 0.07% Add +33.9% 1,050 $905K
SYM FINANCIAL Corp 0.09% Reduce -21.5% 1,049 $905K
Providence Wealth Advisors, LLC 0.56% Add +1.5% 1,031 $903K
Kapstone Financial Advisors LLC 0.45% Reduce -3.6% 1,047 $903K
Liberty Wealth Management LLC 0.12% Add +10.6% 1,046 $902K
Bangor Savings Bank 0.07% Add +0.9% 1,046 $902K
MQS Management LLC 0.53% Add +32.5% 1,045 $901K
MorganRosel Wealth Management, LLC 0.23% Reduce -20.6% 1,043 $899K
Dominguez Wealth Management Solutions, Inc. 0.55% No change 1,041 $898K
Frisch Financial Group, Inc. 0.20% Reduce -2.1% 1,039 $896K
Fuller & Thaler Asset Management, Inc. 0.00% No change 1,039 $896K
Postrock Partners LLC 0.39% No change 1,038 $895K
Profit Investment Management, LLC 3.61% No change 1,035 $893K
Westco Advisory Services Inc. 0.55% — 1,035 $893K
AlphaGrep UK Ltd 0.30% — 1,035 $893K
Atlas Private Wealth Advisors 0.21% Reduce -5.8% 1,034 $892K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.30% Reduce -2.4% 1,034 $892K
Slocum, Gordon & Co LLP 0.65% New 1,033 $891K
KPP Advisory Services LLC 0.13% Reduce -4.8% 1,032 $890K
GR Financial Group, LLC 0.20% Add +0.1% 1,030 $888K
One Day In July LLC 0.07% Add +2.1% 1,029 $887K
Smith Shellnut Wilson LLC 0.34% Reduce -28.8% 1,029 $887K
Enterprise Financial Services Corp 0.45% Add +13.2% 1,029 $887K
Kaizen Financial Strategies 0.39% Add +0.3% 1,027 $885K
Barton Investment Management 0.10% No change 1,024 $883K
CKW Financial Group 0.10% No change 1,022 $881K
SJS Investment Consulting Inc. 0.11% Add +0.6% 1,021 $881K
Flynn Zito Capital Management, LLC 0.31% Reduce -0.4% 1,021 $881K
Investmark Advisory Group LLC 0.38% No change 1,020 $880K
Wolff Wiese Magana LLC 0.48% Reduce -20.7% 1,021 $880K
Integrity Financial Corp 0.44% Add +5.3% 1,019 $879K
Pacific Center for Financial Services 0.22% No change 949 $879K
Western Pacific Wealth Management, LP 0.85% Reduce -22.6% 1,018 $878K
Silver Oak Advisory Group, Inc. 0.40% Reduce -20.3% 1,018 $877K
Hunter Associates Investment Management LLC 0.12% Add +1.0% 1,017 $877K
OV Management LLC 0.76% No change 1,016 $876K
Castlekeep Investment Advisors LLC 0.40% New 1,016 $876K
Richardson Financial Services Inc. 0.28% Reduce -4.2% 1,015 $875K
Rubicon Advisors, GP 0.83% — 1,014 $874K
McLean Asset Management Corp 0.16% Reduce -3.6% 919 $874K
Valley Wealth Managers, Inc. 0.06% Reduce -3.3% 1,012 $873K
Hardworking Capital Advisors, LLC 0.79% — 1,008 $869K
Magnolia Capital Management Ltd. 0.65% No change 1,008 $869K
Diversified Management Inc. 0.20% — 1,005 $867K
Wall Street Financial Group, Inc. 0.63% Add +1.3% 1,005 $867K
Catalyst Private Wealth, LLC 0.38% Add +1.0% 1,003 $865K
Pettyjohn, Wood & White, Inc. 0.14% Add +18.0% 1,003 $865K
Paces Ferry Wealth Advisors, LLC 0.35% Reduce -2.3% 1,001 $864K
Laurel Oak Wealth Management, LLC 0.15% — 1,001 $863K
Pettinga Financial Advisors LLC 0.16% Add +1.9% 1,000 $863K
Parvin Asset Management, LLC 0.70% No change 1,000 $862K
Quattro Financial Advisors LLC 0.26% New 1,000 $862K
Plan A Wealth LLC 0.42% Add +6.3% 999 $861K
Cetera Trust Company, N.A 0.46% Reduce -1.0% 999 $861K
Evelyn Partners Investment Management Services Ltd 0.11% Reduce -7.8% 997 $860K
Greenwich Wealth Management LLC 0.04% No change 996 $859K
Scientech Research LLC 0.54% New 993 $856K
Blue Zone Wealth Advisors, LLC 0.16% Reduce -1.0% 993 $856K
Pitcairn Wealth Advisors LLC 0.08% — 991 $855K
Old Mission Investment Co LLC 0.20% Add +6.2% 990 $854K
Pacific Capital Wealth Advisors, Inc. 0.15% Reduce -3.3% 990 $854K
Clearview Wealth Advisors LLC 0.54% Reduce -10.2% 987 $851K
Berkshire Asset Management LLC 0.04% Add +20.0% 985 $850K
Altus Wealth Group LLC 0.34% Add +3.1% 983 $848K
Anchyra Partners LLC 0.26% — 983 $848K
1015 Capital Partners, LLC 0.83% — 982 $847K
Atala Financial Inc 0.54% Reduce -16.9% 981 $846K
Intrua Financial, LLC 0.09% Add +1.2% 980 $845K
Calydon Capital 0.14% Reduce -10.8% 979 $844K
Farmers National Bank 0.19% Add +67.8% 978 $843K
Caitlin John, LLC 0.55% Add +515.1% 978 $843K
Syverson Strege & Co 0.20% Reduce -6.2% 977 $843K
Omega Financial Group, LLC 0.28% Reduce -38.8% 975 $841K
Weinberger Asset Management, Inc 0.30% Reduce -1.9% 973 $839K
GFS Advisors, LLC 0.10% Add +2.5% 972 $838K
MFA Wealth Services 0.57% Add +2.8% 971 $837K
Nestegg Advisors, Inc. 0.71% No change 970 $837K
North Dallas Bank & Trust Co. 0.55% — 970 $836K
Trinity Financial Advisors LLC 0.23% Reduce -3.4% 969 $836K
Waycross Investment Management Co 0.73% Add +0.1% 966 $833K
Vance Wealth, LLC 0.25% Reduce -2.3% 965 $832K
Nolet Wealth Management, LLC 0.46% — 964 $832K
Mraz, Amerine & Associates, Inc. 0.12% Reduce -4.2% 962 $830K
Woodley Farra Manion Portfolio Management Inc. 0.04% Add +0.2% 961 $829K
Tanager Wealth Management LLP 0.08% Add +4.0% 961 $829K
LJI Wealth Management, LLC 0.13% No change 961 $829K
Fermata Advisors, LLC 0.20% Reduce -10.1% 960 $828K
TSG Advice Partners, LLC 0.13% — 959 $827K
Fullerton Fund Management Co Ltd. 0.04% Reduce -61.8% 959 $827K
Goldenstone Wealth Management LLC 0.62% — 956 $825K
Veery Capital, LLC 0.25% No change 956 $824K
Advocate Investing Services LLC 0.74% — 955 $824K
Cardinal Strategic Wealth Guidance 0.22% No change 955 $824K
Brown Miller Wealth Management, LLC 0.23% Reduce -1.8% 954 $822K
Papamarkou Wellner Asset Management inc. 0.49% Add +10.6% 953 $822K
Breakwater Capital Group 0.11% Reduce -2.6% 953 $822K
Argyle Capital Partners, LLC 0.60% Add +4.0% 952 $821K
Pacifica Partners Inc. 0.36% Add +14.1% 958 $819K
Arbor Capital Management Inc. 0.69% Reduce -16.9% 935 $818K
May Hill Capital, LLC 0.22% Reduce -7.7% 948 $818K
Box Hill Private Wealth LLC 0.82% — 943 $814K
Gradient Capital Advisors, LLC 0.21% Add +0.5% 939 $810K
Smith, Moore & Co. 0.06% Reduce -17.3% 939 $810K
Meridian Investment Counsel Inc. 0.20% Reduce -11.9% 939 $810K
Long Road Investment Counsel, LLC 0.31% Add +129.9% 938 $809K
Arrowroot Family Office, LLC 0.29% Reduce -47.6% 937 $808K
Uptick Partners, LLC 0.17% Reduce -20.3% 936 $807K
Avanza Fonder AB 0.02% New 936 $807K
Tradewinds, LLC. 0.19% Reduce -4.0% 935 $806K
Conestoga Capital Advisors, LLC 0.01% Reduce -11.4% 935 $806K
Bridgewealth Advisory Group, LLC 0.18% Reduce -2.5% 935 $806K
Elevation Wealth Management LLC 0.77% — 934 $806K
Advisory Advocates, LLC 0.80% — 934 $806K
First Financial Corp. 0.30% No change 934 $805K
Inspirion Wealth Advisors, LLC 0.10% Add +10.3% 934 $805K
Davies Financial Advisors, Inc. 1.49% Reduce -55.2% 933 $805K
Crescent Grove Advisors, LLC 0.08% Add +35.9% 932 $804K
Affinity Wealth Management LLC 0.11% Reduce -1.6% 932 $804K
Howard Financial Services, LTD. 0.09% Reduce -1.7% 930 $802K
Mascoma Wealth Management LLC 0.17% Reduce -1.3% 930 $802K
Twin Peaks Wealth Advisors, LLC 0.23% Add +96.8% 803 $801K
Balefire, LLC 0.16% Reduce -19.6% 929 $801K
LifeWealth Investments, LLC 0.25% Add +0.5% 928 $800K
Millstone Evans Group, LLC 0.47% No change 928 $800K
One Charles Private Wealth Services, LLC 0.21% Reduce -3.0% 928 $800K
Beacon Bank & Trust 0.16% Reduce -33.7% 927 $799K
Helium Advisors LLC 0.81% Reduce -14.5% 927 $799K
Calton & Associates, Inc. 0.12% Add +18.6% 926 $799K
Live Oak Private Wealth LLC 0.11% No change 926 $799K
Lifeworks Advisors, LLC 0.10% Add +12.6% 924 $797K
Onyx Bridge Wealth Group LLC 0.08% Add +9.5% 923 $796K
Provident Investment Management, Inc. 0.07% No change 920 $793K
Greystone Financial Group, LLC 0.12% Add +3.6% 919 $792K
Family Manage LLC 0.10% Add +41.9% 918 $792K
Washington Trust Advisors, Inc. 0.06% Add +13.6% 918 $792K
Sherman Asset Management, Inc. 0.67% Add +0.1% 918 $791K
TPG Advisors LLC 0.49% Reduce -14.9% 917 $791K
JB Capital LLC 0.03% Add +8.8% 916 $790K
Peoples Bank 0.49% Reduce -1.7% 915 $789K
Anson Funds Management LP 0.11% Add +18.9% 913 $787K
Curbstone Financial Management Corp 0.15% Add +8.3% 912 $786K
Courage Miller Partners, LLC 0.24% Add +0.3% 910 $785K
Riversedge Advisors, LLC 0.13% Reduce -14.6% 907 $782K
Nixon Peabody Trust Co. 0.06% Reduce -13.2% 906 $781K
Menard Financial Group LLC 0.53% Add +1.6% 900 $776K
Payden & Rygel 0.05% Reduce -92.2% 900 $776K
Indivisible Partners 0.08% — 895 $772K
Embree Financial Group 0.09% Reduce -23.7% 895 $771K
Northstar Financial Companies, Inc. 0.61% Reduce -14.9% 894 $771K
Finward Bancorp 0.60% Reduce -32.9% 890 $767K
Tuttle Capital Management, LLC 1.70% Add +33.5% 889 $767K
Alvarez & Marsal Private Wealth Partners, LLC 0.15% — 889 $767K
Beverly Hills Private Wealth, LLC 0.13% Reduce -2.2% 887 $765K
American Capital Advisory, LLC 0.33% Add +3.3% 887 $765K
Canal Capital Management, LLC 0.11% Add +2.1% 886 $764K
Fulcrum Wealth Advisors, LLC 0.63% — 886 $764K
Plum Street Advisors, LLC 0.27% No change 886 $764K
Capstone Capital Management Ltd 0.73% — 885 $763K
Sierra Legacy Group 0.56% No change 885 $763K
Arkos Global Advisors 0.10% Add +11.2% 885 $763K
Lavelle Capital LP 0.48% — 884 $763K
Unique Wealth, LLC 0.11% Reduce -0.1% 884 $763K
Eagle Harbor Asset Management Inc. 0.63% Reduce -6.5% 883 $761K
Garden State Investment Advisory Services LLC 0.18% Reduce -15.6% 879 $760K
White Knight Strategic Wealth Advisors, LLC 0.56% Add +35.2% 880 $759K
Permanent Capital Management, LP 0.15% Reduce -6.9% 879 $758K
Legacy Capital Wealth Partners, LLC 0.16% Add +0.7% 879 $758K
Ranch Capital Advisors Inc. 0.28% Add +1.4% 877 $756K
GWN Securities Inc. 0.15% Reduce -4.9% 876 $756K
Altiora Financial Group, LLC 0.13% No change 875 $755K
Thompson David Blair 0.43% — 874 $754K
Tarbox Family Office, Inc. 0.12% Reduce -2.1% 874 $754K
CMG Global Holdings, LLC 0.33% Reduce -2.0% 768 $751K
Signal Advisors Wealth, LLC 0.06% Add +8.2% 871 $751K
Solidarity Wealth, LLC 0.15% Reduce -5.1% 870 $750K
Bannerstone Capital Management, LLC 0.72% — 869 $749K
Capital Financial Group Inc\co\ 0.42% — 869 $749K
OneAscent Wealth Management LLC 0.25% Reduce -0.8% 866 $747K
Avantra Family Wealth, Inc. 0.54% No change 865 $746K
Wealth Effects LLC 0.23% Add +11.9% 864 $745K
SLT Holdings LLC 0.50% Add +26.6% 862 $744K
New Capital Management LP 0.19% Reduce -2.5% 862 $744K
Fairview Capital Investment Management, LLC 0.04% Reduce -28.8% 861 $743K
Northwest Wealth Advisors, LLC 0.58% — 861 $742K
Elite Life Management LLC 1.20% Add +36.0% 740 $741K
Alchemi Wealth, LLC 0.41% — 858 $741K
Morey & Quinn Wealth Partners, LLC 0.53% No change 859 $741K
Souders Financial Advisors 0.08% Reduce -8.5% 857 $739K
Symphony Financial Services, Inc. 0.38% No change 855 $737K
Councilmark Asset Management, LLC 0.41% No change 855 $737K
Monarch Capital Management Inc. 0.18% No change 853 $736K
Frontier Asset Management, LLC 0.17% New 852 $735K
Vantage Wealth 0.16% No change 852 $735K
Exchange Bank 0.51% Add +3.9% 852 $735K
Tandem Investment Partners LLC 0.62% Reduce -14.0% 851 $734K
Bill Few Associates, Inc. 0.18% Add +8.3% 849 $732K
W1M Asset Management Ltd 0.01% New 848 $731K
Wealthspire Retirement, LLC 0.04% Reduce -2.6% 847 $731K
Chickasaw Capital Management LLC 0.03% Add +9.2% 846 $730K
Patriot Investment Management Group, Inc. 0.05% Add +2.0% 846 $730K
M.E. Allison & Co., Inc. 0.50% Add +1.4% 845 $729K
Evanson Asset Management, LLC 0.04% Add +29.2% 845 $729K
Elevation Wealth Partners, LLC 0.26% Reduce -26.1% 845 $729K
Blalock Williams, LLC 0.58% Reduce -10.3% 845 $729K
Weil Company, Inc. 0.17% No change 842 $726K
QTR Family Wealth, LLC 0.32% Add +14.4% 746 $724K
BNB Wealth Management, LLC 0.47% — 837 $722K
Miller Financial Services LLC 0.85% Reduce -3.7% 837 $721K
DGS Capital Management, LLC 0.12% Reduce -18.3% 836 $721K
Victrix Investment Advisors 0.28% Add +16.8% 836 $721K
Princeton Global Asset Management LLC 0.12% Reduce -7.2% 835 $720K
Adelphi Trust Co 0.59% — 834 $719K
Darden Wealth Group Inc 0.35% Reduce -8.3% 831 $717K
Northern Financial Advisors Inc 0.82% Reduce -60.2% 831 $717K
Pure Portfolios Holdings LLC 0.22% Add +1.6% 831 $716K
M3 Advisory Group, LLC 0.44% Reduce -7.5% 831 $716K
Womack Financial LLC 0.53% Reduce -0.8% 830 $716K
Abel Hall, LLC 0.17% Add +57.2% 830 $716K
Asahi Life Asset Management Co., LTD. 0.40% Reduce -29.1% 829 $715K
Occidental Asset Management, LLC 0.09% Reduce -0.2% 828 $714K
Deseret Mutual Benefit Administrators 0.30% Reduce -4.6% 827 $713K
Enzi Wealth 0.25% Reduce -0.3% 749 $713K
Centerpoint Advisory Group 0.55% No change 826 $712K
Ellevest, Inc. 0.10% Reduce -0.7% 826 $712K
Sandbox Financial Partners, LLC 0.20% Reduce -46.6% 826 $712K
Pathway Financial Advisers, LLC 0.21% Reduce -2.4% 824 $711K
Black Diamond Financial, LLC 0.07% Add +26.4% 823 $710K
Tamar Securities, LLC 0.08% Reduce -6.6% 823 $710K
Cadent Capital Advisors, LLC 0.19% Reduce -10.2% 823 $710K
Concorde Asset Management, LLC 0.28% Add +33.6% 823 $710K
Financial Advisors Network, Inc. 0.10% Add +29.9% 821 $708K
Bigelow Investment Advisors, LLC 0.28% Add +3.4% 820 $707K
M. Kraus & Co 0.20% No change 820 $707K
McMillan Office, Inc. 0.09% — 820 $707K
Pekin Hardy Strauss, Inc. 0.07% Reduce -8.9% 820 $707K
Tactive Advisors, LLC 0.21% Reduce -11.8% 818 $706K
Vista Investment Partners LLC 0.19% Reduce -10.9% 818 $705K
Financial Security Advisor, Inc. 0.14% Reduce -0.1% 817 $705K
James J. Burns & Company, LLC 0.10% No change 815 $703K
TrinityBridge Ltd 0.02% Add +7.0% 814 $702K
Beta Wealth Group, Inc. 0.28% No change 813 $701K
Steel Grove Capital Advisors, LLC 0.07% Add +22.6% 813 $701K
Shade Tree Advisors LLC 0.53% No change 813 $701K
Mindset Wealth Management, LLC 0.18% Reduce -1.0% 812 $700K
World Equity Group, Inc. 0.20% Reduce -91.1% 812 $700K
Financial Planning Hawaii, Inc. 0.40% — 811 $699K
Capital Square, LLC 0.36% Reduce -23.2% 809 $698K
Darwin Wealth Management, LLC 0.22% Add +2.0% 808 $697K
Annis Gardner Whiting Capital Advisors, LLC 0.13% Add +31.5% 806 $695K
Edge Financial Advisors LLC 0.29% Reduce -7.6% 399 $694K
Riverview Trust Co 0.84% Add +0.6% 803 $692K
Monument Capital Management 0.17% Reduce -0.7% 801 $691K
Advisortrust Partners, LLC 0.30% — 801 $690K
Delta Accumulation, LLC 0.70% New 800 $690K
Carlson Capital, L.P. 0.33% New 800 $690K
Legacy Wealth Partners, LLC 0.18% — 800 $690K
Trademark Financial Management, LLC 0.38% Reduce -8.6% 799 $689K
Empirical Asset Management, LLC 0.19% Reduce -0.2% 39,576 $689K
Advyzon Investment Management, LLC 0.08% Add +28.0% 799 $689K
Winthrop Partners - WNY, LLC 0.37% — 799 $689K
Kwmg, LLC 0.06% Add +3.1% 797 $687K
Symmetry Partners, LLC 0.04% Reduce -9.1% 796 $687K
Virtue Asset Management LLC 0.56% Reduce -5.4% 793 $684K
HORAN Wealth, LLC 0.11% Add +2.6% 793 $684K
KRS Capital Management, LLC 0.39% Add +1.5% 792 $683K
Clark Asset Management, LLC 0.07% Add +74.1% 792 $683K
Medallion Wealth Advisors, LLC 0.23% Add +6.9% 790 $681K
Legacy PCG, LLC 0.42% Reduce -0.4% 790 $681K
1248 Management, LLC 0.36% No change 790 $681K
Hamilton Capital, LLC 0.03% — 790 $681K
BDFS Capital LLC 0.34% — 789 $681K
Oakmont Investment Advisors, Inc. 0.50% — 784 $678K
Edgemoor Investment Advisors, Inc. 0.05% Reduce -3.3% 785 $678K
Ruggaard & Associates LLC 0.27% Reduce -0.4% 781 $673K
Thrive Wealth Management, LLC 0.10% Reduce -0.4% 780 $673K
Affinity Capital Advisors, LLC 0.09% Add +5.1% 780 $672K
Wealth Management Associates, Inc. 0.23% Reduce -0.4% 779 $672K
First City Capital Management, Inc. 0.35% Reduce -1.3% 779 $672K
Leigh Baldwin & Co., LLC 0.44% Reduce -25.3% 778 $671K
AmeriServ Wealth Advisors 0.39% Reduce -37.6% 778 $671K
Successful Portfolios LLC 0.34% Add +16.0% 725 $671K
Investment Partners Asset Management, Inc. 0.42% Reduce -1.3% 777 $670K
Strid Group, LLC 0.08% Add +136.2% 777 $670K
Summit Financial Wealth Advisors, LLC 0.10% Reduce -5.3% 776 $669K
Virtue Capital Management, LLC 0.10% Reduce -57.2% 783 $669K
Alpha Financial Partners LLC 0.41% Add +1.4% 776 $669K
Braeburn Wealth Management LLC 0.34% — 773 $667K
Austin Wealth Management, LLC 0.10% Reduce -32.0% 729 $667K
KFA Private Wealth Group, LLC 0.16% Add +7.4% 773 $667K
1776 Wealth LLC 0.25% Reduce -3.3% 772 $666K
Key Client Fiduciary Advisors, LLC 0.23% Reduce -2.3% 772 $666K
Templeton & Phillips Capital Management, LLC 0.44% No change 771 $665K
Empire Financial Management Company, LLC 0.14% No change 770 $664K
Presidio Capital Management, LLC 0.20% Add +16.3% 769 $663K
Riverwater Partners LLC 0.26% Reduce -1.5% 767 $661K
First Growth Capital LLC 0.59% — 676 $661K
Seizert Capital Partners, LLC 0.03% No change 763 $658K
Beacon Financial Group 0.07% Reduce -13.4% 762 $657K
MN Wealth Advisors, LLC 0.33% Add +9.5% 761 $656K
Per Stirling Capital Management, LLC. 0.07% Add +108.2% 760 $655K
SilverOak Wealth Management LLC 0.10% Add +0.3% 759 $655K
Blossom Wealth Management 1.08% Reduce -1.7% 759 $654K
Callahan Advisors, LLC 0.05% Reduce -1.6% 758 $654K
LGT Fund Management Co Ltd. 0.05% Add +36.0% 755 $654K
Rise Advisors, LLC 0.23% Reduce -3.3% 758 $654K
Strategic Planning, Inc. 0.35% No change 758 $654K
Austin Private Wealth, LLC 0.05% Reduce -2.6% 755 $651K
Murphy & Mullick Capital Management Corp 0.47% Add +12.2% 754 $651K
Firestone Capital Management 0.14% Add +0.9% 753 $649K
Gilman Hill Asset Management, LLC 0.10% Add +7.7% 752 $649K
WJ Wealth Management, LLC 0.28% No change 751 $648K
Swisher Financial Concepts, Inc. 0.37% Add +2.9% 751 $648K
Clarendon Private LLC 0.55% Reduce -4.8% 751 $647K
Aua Capital Management, LLC 0.32% No change 750 $647K
LeClair Wealth Partners LLC 0.37% Reduce -2.7% 748 $645K
Tobias Financial Advisors, Inc. 0.09% Reduce -37.8% 746 $644K
AIMZ Investment Advisors, LLC 0.18% No change 744 $642K
Benchmark Financial, LLC 0.64% — 743 $641K
Jacobsen Capital Management 0.21% Reduce -3.0% 743 $641K
Selective Wealth Management, Inc. 0.20% Reduce -17.5% 668 $639K
Aspen Grove Capital, LLC 0.11% Reduce -0.4% 739 $638K
Scarborough Advisors, LLC 0.11% Add +0.4% 739 $637K
McRae Capital Management Inc. 0.13% Reduce -20.5% 738 $636K
South Plains Financial, Inc. 0.38% Add +8.2% 738 $636K
Capstone Wealth Management Group, LLC 0.27% Add +50.7% 737 $636K
Trust Co of the South 0.10% Reduce -52.2% 737 $636K
Eaton Financial Holdings Company, LLC 0.17% Reduce -87.2% 736 $635K
Kera Capital Partners, Inc. 0.08% Reduce -23.3% 673 $633K
Scott Capital Advisors, LLC 0.14% Reduce -40.5% 734 $633K
J.Safra Asset Management Corp 0.03% No change 733 $633K
Floyd Financial Group LLC 0.43% Add +12.5% 640 $631K
Emerald Advisers, LLC 0.02% Reduce -2.5% 731 $630K
Southland Equity Partners LLC 0.12% Add +1.0% 730 $630K
Wbi Investments, LLC 0.16% Add +60.1% 730 $629K
Wellington Grp LLC 0.21% — 729 $629K
TigerOak Management, L.L.C. 0.19% No change 725 $625K
One Wealth Map LLC 0.32% Add +49.9% 646 $625K
Pine Harbor Wealth Management, LLC 0.19% Add +1.4% 725 $625K
Sandy Cove Advisors, LLC 0.18% Reduce -6.2% 724 $624K
Planned Solutions, Inc. 0.20% Add +45.1% 724 $624K
Poehling Capital Management, INC. 0.13% No change 723 $623K
Oakmont Advisory Group, LLC 0.67% — 723 $623K
Rooted Wealth Advisors, Inc. 0.18% Add +3.6% 636 $622K
Argos Wealth Advisors, LLC 0.17% — 722 $622K
Royal Capital Wealth Management, LLC 0.37% No change 721 $622K
Smith & Howard Wealth Management, LLC 0.14% No change 721 $622K
Old Port Advisors 0.15% Reduce -2.3% 721 $622K
Private Client Services, LLC 0.19% Reduce -5.4% 720 $621K
Ninepoint Partners LP 0.07% No change 720 $621K
Karani Asset Management LLC 0.54% Reduce -0.3% 719 $620K
Key Financial Inc 0.11% No change 719 $620K
EdgeRock Capital LLC 0.16% Reduce -24.8% 718 $620K
Dempze Nancy E 0.32% Add +11.7% 718 $619K
Collective Family Office LLC 0.14% Reduce -0.7% 718 $619K
Dark Forest Capital Management LP 0.03% New 718 $619K
Eurizon SLJ Capital Ltd 0.24% — 717 $618K
Boothbay Fund Management, LLC 0.02% Reduce -27.3% 717 $618K
Aberdeen Wealth Management LLC 0.29% No change 716 $617K
Orin Green Financial, LLC 0.25% Reduce -0.3% 716 $617K
Chapin Davis, Inc. 0.14% Reduce -0.3% 715 $617K
Gambit Capital Management, LLC 0.44% — 715 $617K
BOS Asset Management, LLC 0.17% Reduce -0.1% 715 $617K
Oder Investment Management, LLC 0.45% No change 714 $616K
Elm3 Financial Group, LLC 0.51% Reduce -9.3% 714 $616K
Financial Management Professionals, Inc. 0.06% Reduce -9.4% 712 $614K
Sunflower Bank, N.A. 0.15% Reduce -2.3% 711 $613K
Ipsen Advisor Group LLC 0.44% No change 711 $613K
Riverstone Advisors, LLC 0.29% Reduce -3.0% 710 $612K
Asio Capital, LLC 0.09% Reduce -0.3% 708 $611K
Hendershot Investments Inc. 0.08% Add +1.6% 708 $611K
Bravias Capital Group, LLC 0.37% Reduce -16.3% 707 $610K
White Pine Capital LLC 0.17% No change 705 $608K
Abound Wealth Management 0.14% Reduce -8.1% 703 $606K
Berkshire Money Management, Inc. 0.06% New 702 $605K
WealthBridge Capital Management, LLC 0.14% Reduce -10.3% 702 $605K
Well Done, LLC 0.09% Add +133.2% 702 $605K
Palisade Asset Management, LLC 0.06% Add +1.4% 702 $605K
Alaska Wealth Advisors, LLC 0.08% Add +0.9% 700 $604K
HRC Wealth Management, LLC 0.29% Reduce -7.5% 700 $603K
LRI Investments, LLC 0.05% Reduce -1.3% 700 $603K
Cascade Wealth Advisors, Inc 0.28% No change 624 $600K
Iams Wealth Management, LLC 0.22% Add +14.3% 695 $600K
Quantum Financial Advisors, LLC 0.07% Add +0.1% 695 $600K
Phillips Wealth Planners LLC 0.48% Reduce -5.7% 610 $600K
Rosenberg Matthew Hamilton 0.12% Add +0.1% 695 $599K
Boomfish Wealth Group, LLC 0.32% Reduce -31.8% 695 $599K
Capital Squared Financial LLC 0.47% Add +7.3% 695 $599K
Foundation Wealth Management, LLC 0.41% Reduce -1.1% 691 $598K
Clean Yield Group 0.17% Reduce -1.7% 693 $598K
Colter Lewis Investment Partners LLC 0.69% — 693 $598K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -86.3% 691 $596K
XY Planning Network, Inc. 0.10% Add +24.3% 690 $595K
Fiduciary Financial Group, LLC 0.08% Add +117.7% 690 $595K
BankPlus Wealth Management LLC 0.33% No change 689 $595K
B&D White Capital Company, LLC 0.07% Add +137.9% 690 $595K
Verum Partners LLC 0.12% Reduce -1.0% 689 $594K
Tidemark, LLC 0.17% Reduce -3.2% 689 $594K
J. L. Bainbridge & Co., Inc. 0.05% No change 687 $592K
Veracity Capital LLC 0.18% Reduce -8.7% 686 $592K
Gibson Capital, LLC 0.11% Reduce -29.6% 686 $592K
M1 Capital Management LLC 0.25% Add +6.4% 685 $591K
Paladin Wealth, LLC 0.40% Reduce -6.8% 685 $591K
Correct Capital Wealth Management 0.11% No change 685 $591K
Sfm, LLC 0.35% Add +1.3% 684 $590K
KFG Wealth Management, LLC 0.08% Reduce -11.3% 683 $589K
Warther Private Wealth, LLC 0.14% Add +6.4% 682 $588K
Private Wealth Asset Management, LLC 0.06% Add +1.9% 681 $587K
Williams & Novak, LLC 0.44% Reduce -9.9% 679 $586K
Peoples Financial Services Corp. 0.27% Reduce -11.0% 679 $586K
Compagnie Lombard Odier SCmA 0.01% Add +66.6% 678 $585K
Maripau Wealth Management LLC 0.27% Add +125.2% 680 $585K
Momentous Wealth Management, Inc. 0.33% Add +2.9% 676 $583K
Beacon Financial Advisory LLC 0.13% Reduce -26.3% 675 $582K
Legacy Capital Group California, Inc. 0.14% Reduce -0.7% 675 $582K
Clarity Wealth Development LLC 0.49% No change 675 $582K
Mountain Capital Investment Advisors Inc. 0.09% Add +3.3% 591 $581K
Veridan Wealth LLC 0.20% Reduce -4.4% 673 $580K
Hiley Hunt Wealth Management 0.26% Add +0.1% 672 $580K
Hartmann Taylor Wealth Management, LLC 0.39% No change 672 $579K
Culbertson A N & Co. Inc. 0.08% No change 670 $578K
Caliber Wealth Management, LLC / KS 0.06% Add +2.1% 669 $577K
Echo45 Advisors LLC 0.33% Reduce -4.2% 669 $577K
Copia Wealth Management 0.41% Reduce -15.4% 668 $576K
Ameliora Wealth Management Ltd. 0.17% Add +5.7% 666 $574K
Blankinship & Foster, LLC 0.12% Reduce -0.8% 666 $574K
Cornerstone National Bank & Trust Co 0.23% Add +0.8% 665 $573K
Park Place Capital Corp 0.12% Reduce -0.3% 665 $573K
Bingham Private Wealth, LLC 0.49% — 663 $572K
Van Strum & Towne Inc. 0.16% Reduce -2.9% 662 $571K
FSB Premier Wealth Management, Inc. 0.18% Add +14.2% 660 $569K
Fi3 FINANCIAL ADVISORS, LLC 0.17% Reduce -6.1% 660 $569K
Advisor Resource Council 0.20% New 589 $569K
Magnolia Capital Advisors LLC 0.12% Add +20.1% 656 $566K
Harris Associates (Oakmark Funds) 0.00% Add +12.9% 656 $566K
Drucker Wealth 3.0, LLC 0.10% Reduce -4.4% 655 $565K
Point Windward Advisors Inc. 0.27% No change 655 $565K
First Fiduciary Investment Counsel, Inc. 0.11% No change 654 $564K
Altrafin AG 0.18% Reduce -4.4% 654 $564K
Howard Wealth Management, LLC 0.25% Reduce -41.6% 653 $563K
CWC Advisors, LLC. 0.27% Add +3.5% 653 $563K
a16z Perennial Management, L.P. 0.04% Reduce -0.5% 653 $563K
West Wealth Group, LLC 0.12% Add +3.0% 652 $563K
Total Clarity Wealth Management, Inc. 0.14% Add +9.0% 652 $562K
Pictet North America Advisors SA 0.05% No change 651 $561K
Triumph Capital Management 0.12% Add +59.6% 651 $561K
Brandywine Financial Group 1.22% — 650 $561K
New Millennium Group LLC 0.24% Reduce -42.8% 648 $559K
Peterson Wealth Advisors, LLC 0.07% Add +7.1% 648 $559K
Headinvest, LLC 0.11% Add +3.9% 648 $559K
Thompson Investment Management, Inc. 0.07% No change 648 $559K
Invested Advisors 0.58% Add +10.6% 647 $558K
Charter Research & Investment Group, Inc. 0.37% No change 647 $558K
CPA Asset Management Group, LLC 0.20% Reduce -42.1% 647 $558K
Navis Wealth Advisors, LLC 0.24% Add +28.7% 645 $557K
Sbe LLC Dba Cedar Cove Wealth Partners 0.29% — 643 $554K
Peak Financial Management, Inc. 0.14% Add +1.6% 642 $554K
Taylor Financial Group, Inc. 0.32% No change 641 $553K
WESPAC Advisors, LLC 0.30% Reduce -58.7% 640 $552K
Elefante Mark B 0.34% No change 638 $550K
Newman Dignan & Sheerar, Inc. 0.11% Add +8.3% 637 $550K
Independent Family Office, LLC 0.23% Add +14.8% 637 $549K
TFB Advisors LLC 0.15% Reduce -0.5% 637 $549K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.07% No change 637 $549K
Ulland Investment Advisors, LLC 0.44% Reduce -10.9% 637 $549K
Lantz Financial LLC 0.12% Add +1.3% 637 $549K
Willner & Heller, LLC 0.39% Add +2.9% 636 $549K
Tulsa Wealth Advisors, INC 0.18% — 636 $548K
2UniFi Bank 0.26% Reduce -2.6% 636 $548K
Fourpath Capital Management, LLC 0.08% Reduce -4.9% 636 $548K
Destiny Wealth Partners, LLC 0.06% Reduce -0.7% 560 $547K
Catalina Capital Group, LLC 0.34% No change 635 $547K
Unified Investment Management 0.55% Reduce -1.3% 634 $547K
Sunpointe, LLC 0.18% Reduce -73.5% 634 $547K
Turning Point Benefit Group, Inc. 0.29% Add +8.4% 634 $547K
Accelerate Investment Advisors LLC 0.37% Reduce -0.6% 634 $547K
Everpar Advisors LLC 0.20% Reduce -1.1% 633 $546K
Philadelphia Trust Co. 0.04% Add +1.6% 632 $545K
Harvey Capital Management Inc. 0.12% Reduce -0.3% 631 $544K
Virginia Wealth Management Group, Inc. 0.32% No change 630 $543K
Financial Advisory Partners, LLC 0.15% No change 630 $543K
LVM Capital Management Ltd. 0.05% Reduce -4.5% 630 $543K
Optimize Financial Inc. 0.27% Reduce -0.6% 629 $542K
Renasant Bank 0.37% Reduce -1.9% 628 $542K
Torray Investment Partners LLC 0.08% No change 628 $542K
Lane Brothers & Co. Inc. 0.39% — 626 $540K
Granite Harbor Advisors, Inc. 0.23% Add +1.9% 626 $540K
Smithbridge Asset Management Inc. 0.05% Add +100.0% 626 $540K
Torrey-Payne Wealth Management, LLC 0.48% — 551 $539K
Davidson Kahn Capital Management, LLC 0.28% Add +43.5% 624 $538K
Seven Mile Advisory 0.09% Reduce -58.0% 624 $538K
GreatBanc Trust CO 0.38% Reduce -1.3% 624 $538K
SKY-Mountain Capital Management, Inc. 0.36% New 550 $537K
Truepoint, Inc. 0.01% Reduce -19.7% 623 $537K
Towerpoint Wealth, LLC 0.21% Reduce -72.1% 622 $536K
Wallace Hart LLC 0.39% No change 621 $536K
Heritage Investment Group, Inc. 0.08% Reduce -2.8% 621 $536K
Lantern Wealth Advisors, LLC 0.28% Add +73.2% 620 $535K
Summit Wealth & Retirement Planning, Inc. 0.13% Add +1.5% 619 $534K
DV Equities, LLC 0.10% — 619 $534K
Saxony Capital Management, LLC 0.33% Add +9.0% 618 $533K
Marshall & Sterling Wealth Advisors Inc. 0.35% Add +1.5% 617 $532K
Pursuit Wealth Management LLC 0.46% — 617 $532K
Paradigm, Strategies in Wealth Management, LLC 0.35% Add +0.2% 616 $532K
Expressive Wealth LLC 0.57% — 614 $529K
South Street Advisors LLC 0.07% No change 611 $527K
Cannon Advisors, Inc. 0.37% Reduce -9.8% 554 $527K
Hamilton Wealth, LLC 0.10% Add +5.9% 611 $527K
Rodgers & Associates, LTD 0.05% Add +19.6% 610 $526K
MADDEN SECURITIES Corp 0.16% Add +92.4% 610 $526K
Wilkins Investment Counsel Inc. 0.08% Reduce -73.9% 610 $526K
August Group Capital Ltd 0.58% — 611 $526K
Transatlantique Private Wealth LLC 0.16% Add +5.0% 609 $525K
Evansbrook LLC 0.35% — 609 $525K
Berkeley Capital Partners, LLC 0.12% Reduce -0.5% 609 $525K
Cambridge Financial Group, LLC 0.18% Add +4.5% 582 $525K
Capital Advisory Group Advisory Services, LLC 0.15% Add +1.9% 607 $523K
Trust Co 0.05% Add +105.1% 607 $523K
von Borstel & Associates, Inc. 0.12% Reduce -87.4% 607 $523K
Phocas Financial Corp. 0.07% No change 606 $523K
Goldstein Advisors, LLC 0.06% No change 606 $523K
Horizon Bancorp Inc. 0.25% Reduce -5.6% 605 $522K
Meridian Financial Partners LLC 0.21% Add +26.3% 529 $520K
Fulcrum Equity Management 0.50% Add +57.4% 603 $520K
Integris Wealth Management, LLC 0.12% Add +3.3% 602 $519K
Saiph Capital, LLC 0.19% No change 602 $519K
Advus Financial Partners, LLC 0.13% Reduce -26.4% 601 $519K
Chesapeake Wealth Management 0.15% Reduce -2.8% 601 $518K
Thomasville National Bank 0.03% Add +0.3% 601 $518K
Lattice Capital Management, LLC 0.73% No change 600 $517K
MRP Capital Investments, LLC 0.43% No change 600 $517K
Dynamic Wealth Strategies, LLC 0.31% Add +14.9% 600 $517K
Ar Asset Management Inc. 0.11% New 600 $517K
Convergence Investment Partners, LLC 0.10% Reduce -3.1% 599 $516K
McLaughlin Asset Management, Inc. 0.46% — 598 $516K
Paradigm Capital Management, LLC 0.48% No change 597 $515K
Ellenbecker Investment Group 0.07% Add +3.5% 593 $512K
BCS Private Wealth Management, Inc. 0.17% No change 593 $511K
CoreFirst Bank & Trust 0.28% Add +26.8% 592 $511K
Community Bank & Trust, Waco, Texas 0.10% Reduce -13.7% 591 $510K
Platt Wealth Management LLC 0.50% — 591 $509K
Ade, LLC 0.25% No change 589 $508K
Pursue Wealth Partners LLC 0.25% No change 587 $506K
Foguth Wealth Management, LLC. 0.08% — 592 $506K
Alkeme Wealth, LLC 0.22% Add +0.2% 587 $506K
Cynosure Group, LLC 0.05% Add +16.0% 586 $506K
CVFG LLC 0.35% Add +10.6% 586 $505K
Kelleher Financial Advisors 0.12% No change 586 $505K
McGlone Suttner Wealth Management, Inc. 0.07% Reduce -1.0% 585 $505K
Warner Group LLC 0.31% Add +3.5% 585 $505K
Pathfinder Wealth Consulting, Inc. 0.32% — 583 $503K
Vertex Planning Partners, LLC 0.12% Reduce -10.9% 582 $502K
Accel Wealth Management 0.14% Reduce -1.0% 582 $502K
Creative Capital Management Investments LLC 0.15% No change 581 $501K
Paradigm Asset Management Co. LLC 0.12% Reduce -14.7% 581 $501K
KERR FINANCIAL PLANNING Corp 0.68% Reduce -0.8% 505 $501K
Rovin Capital /Ut/ 0.13% Add +3.2% 580 $500K
Xxi Wealth, LLC 0.30% — 578 $498K
Elevatus Welath Management 0.14% Add +1.4% 576 $497K
North Berkeley Wealth Management, LLC 0.29% Add +4.5% 574 $495K
Sawgrass Asset Management LLC 0.06% No change 574 $495K
KilterHowling LLC 0.25% Reduce -11.8% 573 $494K
Lowe Brockenbrough & Co. Inc. 0.02% Add +3.2% 573 $494K
Millennium Capital Advisors, LLC 0.29% Add +0.2% 572 $493K
Allen Mooney & Barnes Investment Advisors LLC 0.07% Reduce -8.5% 571 $492K
Tributary Capital Management, LLC 0.05% Reduce -14.9% 570 $492K
Stonebridge Financial Group, LLC / MO 0.42% — 568 $490K
Syntegra Private Wealth Group, LLC 0.04% Reduce -0.7% 568 $490K
Prota Financial, LLC 0.35% — 567 $489K
Barnes Pettey Financial Advisors, LLC 0.24% No change 567 $489K
Invenio Wealth Partners LLC 0.18% Reduce -9.3% 567 $489K
Lakeshore Financial Planning, Inc. 0.17% Add +0.7% 566 $488K
Westend Capital Management, LLC 0.14% Add +66.5% 566 $488K
Pennsylvania Capital Management Inc. 0.13% Reduce -2.1% 565 $487K
Matrix Asset Advisors Inc. 0.04% Reduce -0.2% 563 $486K
Integrity Advisory Solutions, LLC 0.07% Reduce -5.2% 563 $486K
Acorn Wealth Advisors, LLC 0.14% Reduce -12.5% 562 $485K
Marietta Investment Partners LLC 0.10% Reduce -67.2% 562 $485K
Valtinson Bruner Financial Planning LLC 0.14% Reduce -3.8% 561 $484K
Legend Capital Advisors LLC 0.27% — 561 $484K
Alaethes Wealth, LLC 0.14% Reduce -3.4% 561 $484K
1900 Wealth Management LLC 0.03% Add +19.4% 559 $482K
Novem Group 0.06% Add +16.0% 558 $481K
Abner Herrman & Brock LLC 0.05% No change 556 $479K
Alpha Zero LLC 0.26% Reduce -4.0% 555 $479K
Smith Salley Wealth Management 0.02% Add +66.9% 554 $478K
OmniStar Financial Group, Inc. 0.28% Add +22.6% 553 $477K
Delta Investment Management, LLC 0.08% Reduce -16.3% 549 $474K
Sulzberger Capital Advisors, Inc. 0.48% Reduce -6.0% 548 $473K
Optivise Advisory Services LLC 0.27% Reduce -10.8% 548 $472K
Adkins Seale Capital Management LLC 0.47% — 547 $472K
SPG Advisors LLC 4.85% Reduce -7.0% 547 $471K
Winslow Asset Management Inc. 0.09% No change 546 $471K
CWS Financial Advisors, LLC 0.13% No change 545 $470K
Robinhood Asset Management, LLC 0.04% — 544 $469K
Maia Wealth LLC 0.08% Add +3.3% 470 $469K
Tannin Capital LLC 0.42% — 543 $468K
Three Bridge Wealth Advisors, LLC 0.12% No change 543 $468K
Next Level Wealth Planning, LLC 0.25% Add +6.9% 543 $468K
Insight Inv LLC 0.26% Reduce -1.1% 542 $467K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.05% Add +9.5% 541 $467K
Consilio Wealth Advisors, LLC 0.14% Reduce -11.9% 540 $466K
Rahlfs Capital, LLC 0.36% No change 540 $466K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.12% Add +3.9% 540 $466K
Miramar Capital, LLC 0.10% No change 540 $466K
First Financial Bankshares Inc 0.01% Reduce -3.2% 540 $466K
Vermillion Wealth Management, Inc. 0.19% No change 539 $465K
PCG Wealth Advisors, LLC 0.13% Add +0.6% 539 $465K
Harbor Group, Inc. 0.07% Add +48.2% 538 $464K
Innova Wealth Partners 0.23% Add +112.7% 538 $464K
Dale Q Rice Investment Management Ltd 0.33% No change 537 $463K
Beaird Harris Wealth Management, LLC 0.03% Reduce -2.5% 537 $463K
Fiduciary Wealth Partners, LLC 0.19% Reduce -0.9% 536 $462K
Richmond Investment Services, LLC 0.08% Reduce -4.5% 536 $462K
Bayforest Capital Ltd 0.34% Add +194.0% 535 $461K
Dagco, Inc. 0.11% Reduce -1.3% 535 $461K
Wingate Wealth Advisors, Inc. 0.26% Reduce -15.8% 534 $461K
First Community Trust NA 0.34% Reduce -24.7% 534 $460K
Apeiron RIA LLC 0.09% Reduce -6.5% 476 $460K
PharVision Advisers, LLC 0.23% Add +34.6% 533 $460K
Kingstone Capital Partners Texas, LLC 0.27% Reduce -3.1% 532 $459K
Archvest Wealth Advisors, Inc. 0.29% Reduce -1.5% 532 $459K
Signature Equity Partners, LLC 0.25% — 532 $459K
Unconventional Investor, LLC 0.22% No change 532 $459K
Warren Street Wealth Advisors, LLC 0.13% Reduce -22.6% 531 $458K
Mullaney, Keating & Wright, Inc. 0.24% No change 530 $457K
Wealth Advisors Northwest LLC 0.20% Reduce -5.5% 529 $457K
Walker Asset Management, LLC 0.25% Reduce -11.7% 529 $456K
National Wealth Management Group, LLC 0.16% Reduce -12.1% 529 $456K
NWM Advisors, LLC 0.40% — 529 $456K
Opal Wealth Advisors, LLC 0.12% Reduce -1.1% 528 $455K
JMG Financial Group, Ltd. 0.01% New 528 $455K
Sterling Financial Planning, Inc. 0.14% Reduce -9.8% 526 $454K
Carmel Capital Partners, LLC 0.16% Add +90.6% 526 $454K
Eight 31 Financial, LLC 0.25% No change 525 $453K
Raleigh Capital Management Inc. 0.16% Add +9.2% 524 $452K
Signet Private Wealth LLC 0.43% — 524 $452K
Arlington Trust Co LLC 0.05% Reduce -81.8% 520 $448K
Farrell Financial LLC 0.26% No change 520 $448K
Asset Allocation & Management Company, LLC 0.18% No change 520 $448K
Sit Investment Associates Inc. 0.01% No change 519 $448K
StoneCrest Wealth Management, Inc. 0.18% Reduce -4.4% 519 $448K
E&G Advisors, LLC 0.10% Reduce -8.8% 519 $448K
Aspen Capital Management, LLC 0.11% No change 519 $447K
Fonville Wealth Management LLC 0.09% Add +8.6% 518 $447K
Tumwater Wealth Management, LLC 0.18% No change 518 $447K
Ssi Investment Management LLC 0.17% No change 517 $446K
Smart Money Group LLC 0.13% Add +2.4% 516 $445K
Richard P Slaughter Associates Inc 0.09% Reduce -52.5% 516 $445K
Yarbrough Capital, LLC 0.01% No change 515 $444K
Foster Victor Wealth Advisors, LLC 0.03% Reduce -5.9% 461 $444K
Ring Mountain Capital, LLC 0.23% Add +5.0% 460 $443K
Pathway Financial Advisors LLC 0.06% Reduce -1.0% 498 $443K
Spectrum Wealth Advisory Group, LLC 0.16% Add +8.2% 513 $443K
Everest Financial Group LLC 0.10% — 513 $443K
Francis Financial, Inc. 0.09% Reduce -1.0% 513 $442K
Staley Capital Advisers Inc. 0.02% Add +24.3% 512 $442K
Security National Bank of So Dak 0.22% No change 511 $441K
Arvest Investments, Inc. 0.06% Add +92.1% 509 $439K
Accretive Wealth Partners, LLC 0.13% Reduce -3.2% 508 $438K
Green Ridge Wealth Planning LLC 0.22% — 508 $438K
Plimoth Trust Co. LLC 0.10% No change 508 $438K
CAP Partners, LLC 0.25% Add +0.2% 508 $438K
SOA Wealth Advisors, LLC. 0.07% Reduce -0.1% 17,769 $437K
Targeted Financial Services LLC 0.38% — 497 $437K
Ankerstar Wealth, LLC 0.44% — 507 $437K
Clay Northam Wealth Management, LLC 0.24% No change 507 $437K
Polymer Capital Management (US) LLC 0.06% New 506 $436K
Clifford Group, LLC 0.34% Reduce -3.8% 505 $436K
Campbell Newman Asset Management Inc. 0.03% No change 505 $435K
Narus Financial Partners, LLC 0.12% Add +0.6% 503 $434K
Legacy Wealth Managment, LLC 0.21% Add +6.6% 503 $434K
Windsor Capital Management, LLC 0.13% Add +8.9% 503 $434K
Acorn Creek Capital LLC 0.16% Reduce -4.9% 502 $433K
Hutchens & Kramer Investment Management Group, LLC 0.15% Reduce -7.9% 501 $432K
Greenhouse Wealth Management, LLC 0.26% No change 501 $432K
Morris Financial Concepts, Inc. 0.15% Reduce -1.2% 501 $432K
Detalus Advisors, LLC 0.11% Reduce -0.2% 501 $432K
VERITY Wealth Advisors 0.27% No change 500 $431K
Summa Corp. 0.18% Reduce -8.1% 500 $431K
Avenir Corp. 0.05% No change 500 $431K
Hidden Cove Wealth Management, LLC 0.28% Add +1.6% 498 $430K
Sonoma Allocations LLC 0.14% Reduce -43.6% 448 $430K
Cornerstone Enterprises, LLC 0.20% No change 496 $428K
Prudent Investors Network, Inc. 0.10% Reduce -8.3% 496 $428K
Revisor Wealth Management LLC 0.11% Add +9.1% 446 $427K
Shulman DeMeo Asset Management LLC 0.10% Add +0.2% 495 $427K
Opal Capital LLC 0.11% — 428 $426K
Grant Private Wealth Management Inc 0.26% Reduce -20.2% 494 $426K
Worth Financial Advisory Group, LLC 0.21% Reduce -8.7% 494 $426K
Schaeffer Financial LLC 0.37% No change 493 $425K
ArrowMark Colorado Holdings LLC 0.01% No change 493 $425K
Valley National Advisers Inc. 0.06% Reduce -2.8% 492 $424K
MRA Advisory Group 0.18% Add +55.2% 492 $424K
Team Financial Group, LLC 0.19% No change 491 $424K
GoalVest Advisory LLC 0.08% Add +24.6% 491 $423K
Elite Financial, Inc. 0.19% Reduce -3.9% 490 $422K
Osterweis Capital Management Inc. 0.02% Reduce -3.7% 489 $422K
Lighthouse Financial Services Inc. 0.10% — 488 $421K
Equity Wealth Partners, LLC 0.27% Add +2.1% 488 $421K
Willis Johnson & Associates, Inc. 0.03% Reduce -5.1% 488 $421K
Index Technologies Group LLC 0.44% — 488 $421K
Five Pine Wealth Management 0.27% Add +0.2% 487 $420K
Kidder Stephen W 0.12% Reduce -2.0% 487 $420K
High Note Wealth, LLC 0.08% No change 487 $420K
Okabena Investment Services Inc. 0.08% New 487 $420K
Bourgeon Capital Management LLC 0.07% No change 487 $420K
HHM Wealth Advisors, LLC 0.05% Reduce -1.2% 485 $419K
Geneva Partners, LLC 0.15% Reduce -0.6% 485 $418K
Leonteq Securities AG 0.02% Reduce -61.8% 485 $418K
LWM Advisory Services, LLC 0.25% Reduce -2.4% 485 $418K
Security Financial Services, INC. 0.07% Reduce -5.5% 484 $417K
Quattro Advisors LLC 0.33% — 483 $417K
ASL Financial, LLC 0.33% — 483 $417K
Avity Investment Management Inc. 0.03% Reduce -0.6% 483 $417K
Christensen, King & Associates Investment Services, Inc. 0.18% Reduce -4.0% 482 $416K
GSG Advisors LLC 0.11% Add +2.1% 482 $415K
Activest Wealth Management 0.08% Reduce -20.6% 482 $415K
COFG Advisors, LLC 0.10% — 481 $415K
Johnson Bixby & Associates, LLC 0.05% Add +3.2% 481 $414K
Journey Retirement Planning & Investment Management LLC 0.09% — 480 $414K
Guerra Pan Advisors, LLC 0.24% No change 478 $412K
Koesten, Hirschmann & Crabtree, INC. 0.20% Add +45.9% 477 $411K
Reston Wealth Management LLC 0.13% Add +30.8% 476 $410K
Summitry LLC 0.02% Reduce -10.2% 476 $410K
Fourth Dimension Wealth, LLC 0.15% Add +24.9% 476 $410K
Triasima Portfolio Management inc. 0.06% Reduce -90.1% 475 $410K
Yarger Wealth Strategies, LLC 0.18% Reduce -29.3% 475 $409K
Flatrock Wealth Partners LLC 0.20% — 474 $409K
Cape Ann Savings Bank 0.21% Add +1.9% 474 $409K
RS Crum Inc. 0.08% Reduce -2.1% 473 $408K
Stewardship Advisors, LLC 0.09% Add +1.1% 472 $407K
Samalin Investment Counsel, LLC 0.14% Reduce -21.9% 471 $406K
CGC Financial Services, LLC 0.11% Reduce -3.3% 471 $406K
Kaufman Rossin Wealth, LLC 0.21% Reduce -5.6% 471 $406K
Lorne Steinberg Wealth Management Inc. 0.09% Add +3.1% 470 $405K
Core Wealth Advisors, Inc. 0.10% Reduce -8.9% 469 $404K
Stonebridge Financial Group, LLC 0.03% Add +15.3% 468 $404K
Sharkey, Howes & Javer 0.05% Reduce -0.8% 468 $403K
Hopwood Financial Services, Inc. 0.28% Reduce -11.9% 467 $403K
First American Bank 0.02% Reduce -25.1% 466 $402K
Saxon Interests, Inc. 0.14% Reduce -6.6% 466 $402K
Meritas Wealth Management, LLC 0.19% No change 465 $401K
Landaas & Co. /Wi 0.09% Reduce -14.2% 465 $401K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.01% — 465 $401K
SPWM Advisors LLC 0.38% — 465 $401K
HighMark Wealth Management LLC 0.16% Reduce -4.7% 464 $400K
Motive Wealth Advisors 0.17% Reduce -8.9% 463 $399K
ERn Financial, LLC 0.07% Reduce -1.9% 462 $398K
Running Point Capital Advisors, LLC 0.11% Reduce -14.0% 462 $398K
Foster & Motley Inc. 0.02% Reduce -4.5% 462 $398K
Gilbert & Cook, Inc. 0.05% Add +13.8% 461 $398K
Piedmont Capital Management, LLC 0.26% — 461 $398K
Financial Alternatives, Inc 0.23% Reduce -32.9% 461 $398K
Gunderson Capital Management LLC 0.18% Add +2.7% 460 $397K
Rather & Kittrell, Inc. 0.06% Add +9.5% 460 $397K
Precedent Wealth Partners, LLC 0.08% Add +7.5% 459 $396K
Walled Lake Planning & Wealth Management, LLC 0.13% Add +0.7% 459 $395K
Founders Capital Management 0.21% No change 458 $395K
Investment Advisory Group, LLC 0.10% Add +4.1% 458 $395K
Hamilton Point Investment Advisors, LLC 0.06% Add +106.8% 457 $395K
LeConte Wealth Management, LLC 0.26% Reduce -0.2% 456 $393K
Breakthru Advisory Services, LLC 0.25% Add +1.1% 456 $393K
Birchbrook, Inc. 0.20% No change 455 $392K
Flagship Wealth Advisors, LLC 0.11% No change 455 $392K
Great Diamond Partners, LLC 0.08% Reduce -6.6% 455 $392K
Next Level Private LLC 0.10% Add +1.3% 455 $392K
Alliance Wealth Advisors, LLC 0.08% Add +14.4% 454 $392K
Perissos Private Wealth Management, LLC 0.34% No change 452 $390K
Three Seasons Wealth, LLC 0.04% Reduce -1.1% 452 $390K
Endeavor Private Wealth, Inc. 0.11% Reduce -4.6% 452 $390K
Three Magnolias Financial Advisors, LLC 0.24% No change 451 $389K
Westshore Wealth, LLC 0.13% Reduce -5.0% 451 $389K
Quantum Private Wealth, LLC 0.11% Add +2.3% 450 $388K
Panoramic Investment Advisors, LLC 0.21% No change 449 $387K
Affiance Financial, LLC 0.06% Add +1.8% 448 $387K
Cottage Street Advisors LLC 0.16% Reduce -1.8% 448 $387K
Granite Bay Wealth Management, LLC 0.09% Add +6.2% 448 $386K
Tripletail Wealth Management, LLC 0.49% Reduce -4.3% 448 $386K
Core Alternative Capital 0.11% Add +326.7% 448 $386K
FreeGulliver LLC 0.17% Reduce -8.2% 446 $385K
Fund Advisors of America Inc 0.35% — 445 $384K
GW&K Investment Management, LLC 0.00% Add +5.2% 445 $384K
Novak & Powell Financial Services, Inc. 0.20% Reduce -0.9% 445 $384K
Owen LaRue, LLC 0.15% Reduce -34.7% 444 $383K
Brucke Financial, Inc. 0.21% Reduce -3.3% 444 $383K
Collaborative Wealth Managment Inc. 0.13% New 444 $383K
Schrum Private Wealth Management LLC 0.28% No change 443 $382K
Seaside Wealth Management, Inc. 0.11% Reduce -0.9% 442 $381K
Voya Financial Advisors, Inc. 0.04% Reduce -21.6% 439 $381K
Auctus Advisors LLC 0.35% — 440 $379K
Bell Investment Advisors, Inc 0.06% Reduce -2.7% 439 $379K
Scissortail Wealth Management, LLC 0.09% No change 439 $379K
Semus Wealth Partners LLC 0.20% Reduce -20.2% 439 $378K
G2 Capital Management, LLC / Oh 0.09% Add +0.5% 438 $377K
Baker Tilly Wealth Management, LLC 0.09% Reduce -2.0% 437 $377K
Sageworth Trust Co 0.02% Reduce -83.6% 437 $377K
Northeast Financial Group, Inc. 0.09% Reduce -0.9% 436 $377K
Hickory Point Bank & Trust 0.27% No change 436 $376K
Hourglass Capital, LLC 0.08% Add +19.1% 436 $376K
Charter Capital Management, LLC\DE 0.19% No change 435 $375K
Bulltick Wealth Management, LLC 0.08% New 435 $375K
ATX Financial Planning, LLC 0.29% — 435 $375K
Stordahl Capital Management, Inc. 0.08% No change 435 $375K
Ark Wealth Advisors LLC 0.40% — 434 $374K
Jacksonville Wealth Management, LLC 0.26% Reduce -10.0% 433 $373K
Tacita Capital Inc 0.22% Add +4.6% 432 $373K
Salomon & Ludwin, LLC 0.03% Reduce -23.7% 425 $372K
Burford Brothers, Inc. 0.15% Reduce -27.4% 430 $371K
AssuredPartners Investment Advisors, LLC 0.06% Reduce -4.2% 430 $371K
Firethorn Wealth Partners, LLC 0.14% Reduce -9.5% 428 $370K
Northwest Wealth Management, LLC 0.06% Reduce -8.3% 428 $369K
NCM Capital Management, LLC 0.14% Add +3.6% 428 $369K
MLG Wealth Management DBA Pine Grove Financial Group 0.04% — 427 $368K
Amplius Wealth Advisors, LLC 0.03% Add +0.2% 427 $368K
Mason Investment Advisory Services, Inc. 0.02% Reduce -32.0% 427 $368K
Pennington Partners & Co., LLC 0.15% Reduce -2.7% 427 $368K
PFG Private Wealth Management, LLC 0.16% Add +9.8% 426 $367K
Spectrum Planning & Advisory Services Inc. 0.19% Reduce -1.6% 425 $367K
Moulton Wealth Management, Inc. 0.35% Add +0.2% 429 $367K
Phillips Financial Management, LLC 0.02% Reduce -10.9% 425 $367K
Armor Investment Advisors, LLC 0.13% Reduce -9.2% 425 $367K
First Financial Bank - Trust Division 0.03% Add +27.7% 424 $366K
Picton Mahoney Asset Management 0.00% New 424 $366K
Cedarwood Wealth LLC 0.41% — 374 $365K
Fearless Solutions, LLC dba Best Invest 0.22% No change 423 $365K
Cascades Capital Asset Management, LLC 0.16% Reduce -8.8% 423 $365K
Range Advisory, LLC 0.09% — 422 $364K
RFG - Bristol Wealth Advisors, LLC 0.10% Reduce -25.1% 421 $363K
Covenant Partners, LLC 0.11% Add +0.2% 421 $363K
George Kaiser Family Foundation 0.05% No change 420 $362K
Seascape Capital Management 0.10% Reduce -0.7% 420 $362K
Goodman Advisory Group, LLC 0.09% No change 419 $361K
Grange Capital, LLC 0.35% Reduce -4.6% 418 $360K
Eldridge Investment Advisors, Inc. 0.08% Add +4.5% 417 $360K
Elgethun Capital Management 0.06% Add +4.3% 417 $359K
Jeppson Wealth Management, LLC 0.11% Add +7.0% 415 $358K
Essential Investment Partners LLC 0.34% — 414 $357K
Kure Advisory, LLC 0.20% Add +9.3% 413 $356K
Cambridge Advisors Inc. 0.07% Reduce -32.6% 413 $356K
Cathy Pareto & Associates, Inc. 0.25% No change 412 $356K
Code Waechter LLC 0.23% Reduce -3.7% 412 $355K
Goldstream Capital Management Ltd 0.15% No change 412 $355K
Integrity Wealth Solutions LLC 0.14% Add +6.2% 412 $355K
SP Asset Management LLC 0.03% Add +0.2% 411 $354K
Lathrop Investment Management Co. 0.06% Add +6.8% 410 $354K
Summit Financial Consulting LLC 0.26% Add +0.5% 410 $354K
Ledgewood Wealth Advisors, LLC 0.20% No change 410 $354K
Fiducient Advisors LLC 0.04% Reduce -55.1% 410 $354K
Stonebridge Capital Advisors LLC 0.02% Add +34.9% 410 $353K
Define Financial, LLC 0.20% Add +14.0% 408 $352K
DecisionMap Wealth Management, LLC 0.22% Add +7.9% 408 $352K
Cranbrook Wealth Management, LLC 0.07% No change 407 $351K
JMN Financial LLC 0.35% — 405 $350K
Auto-Owners Insurance Co 0.01% No change 405 $349K
Diversified Portfolios, Inc. 0.03% Add +9.2% 404 $348K
Summit Financial Strategies, Inc. 0.03% Add +2.0% 403 $348K
Legacy Financial Strategies, LLC 0.06% Add +15.1% 403 $348K
Nicollet Investment Management, Inc. 0.11% Reduce -2.4% 403 $347K
Bayban 0.31% — 402 $347K
4J Wealth Management LLC 0.20% No change 402 $347K
United Bank 0.05% Reduce -2.9% 402 $347K
SMART Wealth LLC 0.11% New 401 $346K
First Citizens Financial Corp 0.17% No change 401 $346K
Northwest Bancshares, Inc. 0.07% No change 400 $345K
Grace & White Inc. 0.06% No change 400 $345K
Bouchey Financial Group, Ltd. 0.03% Reduce -10.9% 399 $344K
Braun-Bostich & Associates Inc. 0.21% Reduce -5.5% 399 $344K
Viawealth, LLC 0.19% Reduce -6.6% 399 $344K
Country Trust Bank 0.01% No change 398 $343K
Griffith & Werner, Inc. 0.17% No change 398 $343K
Warwick Investment Management, Inc. 0.05% Reduce -15.2% 397 $342K
Merrithew & Thorsten Inc 0.36% — 396 $342K
Red Reef Advisors LLC 0.35% — 395 $341K
RBA Wealth Management, LLC 0.12% No change 394 $340K
Martin Capital Partners, LLC 0.13% No change 393 $339K
Syntax Research, Inc. 0.21% No change 392 $338K
Fairscale Capital, LLC 0.22% Add +23.7% 392 $338K
Vicus Capital 0.03% Reduce -19.6% 391 $337K
Ariadne Wealth Management, LP 0.14% Reduce -6.7% 337 $337K
N.E.W. Advisory Services LLC 0.02% Add +7.8% 389 $336K
Global Trust Wealth Management LLC 0.25% — 389 $335K
Portland Global Advisors LLC 0.04% Add +6.9% 389 $335K
MPS Loria Financial Planners, LLC 0.09% No change 389 $335K
Trust Co of Kansas 0.15% Reduce -1.3% 389 $335K
Intellectus Partners, LLC 0.06% Add +3.5% 388 $334K
BCGM Wealth Management, LLC 0.09% Reduce -2.5% 387 $334K
PUREfi Wealth, LLC 0.26% Add +5.5% 387 $334K
Rhodes Investment Advisors Inc. 0.27% — 387 $334K
Greenwood Capital Associates LLC 0.04% Add +20.6% 387 $334K
Silver Lake Advisory, LLC 0.13% No change 386 $333K
TPG Financial Advisors, LLC 0.11% Add +5.2% 386 $333K
Family Capital Management, Inc. 0.15% Reduce -3.0% 386 $333K
S&T Bank 0.11% Add +21.0% 386 $333K
V. M. Manning & Co., Inc. 0.34% Reduce -0.3% 386 $333K
Global Wealth Strategies & Associates 0.08% Add +23.4% 385 $332K
Mosley Wealth Management 0.15% — 363 $332K
Capital Management Associates, Inc 0.07% Reduce -0.5% 384 $331K
LifePlan Investment Advisors, Inc. 0.13% Reduce -1.3% 383 $331K
Mirabella Financial Services LLP 0.03% New 383 $330K
Twinbeech Capital LP 0.02% New 383 $330K
NavPoint Financial, Inc. 0.14% New 383 $330K
C2C Wealth Management, LLC 0.28% Add +15.5% 380 $328K
Capco Asset Management, LLC 0.08% No change 380 $328K
Mowery & Schoenfeld Wealth Management, LLC 0.47% Add +52.0% 380 $328K
Pension & Wealth Management Advisors, Inc. 0.10% Add +2.4% 379 $327K
Brogan Financial, Inc. 0.14% Add +0.3% 380 $327K
Byrne Financial Freedom, LLC 0.15% Reduce -93.9% 379 $327K
Cedar Mountain Advisors, LLC 0.06% No change 379 $327K
Dynasty Wealth Management, LLC 0.00% Reduce -45.5% 379 $327K
Retirement Income Solutions, Inc. 0.06% Reduce -6.7% 378 $326K
Woodward Diversified Capital, LLC 0.15% Add +3.9% 377 $325K
Acute Investment Advisory, LLC 3.15% No change 377 $325K
Granite Group Advisors, LLC 0.18% Reduce -5.3% 377 $325K
Port Capital LLC 0.01% No change 376 $324K
Denver Wealth Management, Inc. 0.11% No change 376 $324K
Ares Financial Consulting, LLC 0.31% — 375 $324K
Latitude Advisors, LLC 0.14% Add +7.8% 375 $324K
VestGen Investment Management 0.18% Add +17.9% 375 $323K
Rossby Financial, LCC 0.10% Reduce -44.4% 375 $323K
626 Financial, LLC 0.14% No change 374 $323K
CDM Financial Counseling Services, Inc. 0.30% — 374 $323K
Eagle Bay Advisors LLC 0.23% Reduce -0.3% 373 $322K
GK Wealth Management LLC 0.24% Reduce -1.6% 372 $321K
Leith Wheeler Investment Counsel Ltd. 0.02% New 371 $320K
Vawter Financial, Ltd. 0.14% Reduce -1.6% 371 $320K
Tillman Hartley LLC 0.08% Reduce -0.8% 371 $320K
Sawyer & Company, Inc 0.11% No change 370 $319K
Family Office Research LLC 0.13% No change 367 $319K
Stonehearth Capital Management, LLC 0.12% No change 369 $318K
Sage Advisors, LLC 0.21% Reduce -74.3% 369 $318K
Atlas Wealth LLC 0.13% New 368 $317K
Blue Bell Private Wealth Management, LLC 0.05% Add +1.4% 368 $317K
Waterfront Wealth Inc. 0.06% Reduce -5.0% 322 $317K
Boreal Capital Management LLC 0.29% Add +20.3% 367 $316K
Parkwoods Wealth Partners, LLC 0.09% Add +7.7% 366 $316K
REAP Financial Group, LLC 0.06% Add +21.7% 365 $315K
Towercrest Capital Management 0.05% No change 365 $314K
Aspiring Ventures, LLC 0.11% Add +3.4% 365 $314K
Wealthstar Advisors, LLC 0.17% Reduce -15.3% 365 $314K
Stewardship Concepts Financial Services LLC 0.27% — 365 $314K
Harmony Asset Management LLC 0.11% Add +4.0% 364 $314K
Pinney & Scofield, Inc. 0.18% No change 364 $314K
Omnia Family Wealth, LLC 0.09% Reduce -28.4% 364 $314K
Lynch & Associates 0.06% Add +0.3% 364 $313K
Entelevest, LLC 0.32% — 363 $313K
Asset Allocation Strategies LLC 0.06% Reduce -0.3% 362 $312K
Gordian Advisors LLC 0.21% Reduce -22.8% 362 $312K
Capstone Wealth Management Group LLC 0.19% Reduce -56.9% 362 $312K
Financial Council, LLC 0.12% No change 362 $312K
Aldebaran Financial Inc. 0.29% Add +2.9% 360 $312K
Wagner Wealth Management, LLC 0.07% Add +9.4% 361 $311K
Cora Capital Advisors LLC 0.12% Add +18.4% 361 $311K
Pegasus Asset Management, Inc. 0.10% No change 361 $311K
Providence Capital Advisors, LLC 0.05% Reduce -10.0% 361 $311K
Alliance Wealth Management Group 0.07% No change 361 $311K
Vilga Financial Planning LLC 0.30% — 360 $310K
Mine & Arao Wealth Creation & Management, LLC. 0.12% Add +50.0% 360 $310K
Wealthcare Capital Management LLC 0.03% Reduce -0.6% 360 $310K
Sutton Place Investors LLC 0.17% Reduce -2.7% 359 $310K
Gables Capital Management Inc. 0.13% Add +20.1% 359 $310K
DDFG, Inc 0.07% No change 358 $309K
Verus Financial Partners, Inc. 0.03% Reduce -5.4% 315 $308K
Widmann Financial Services, Inc. 0.19% No change 357 $308K
Fingerlakes Wealth Management, Inc. 0.20% Reduce -8.3% 356 $307K
Everest Private Wealth 0.17% Reduce -7.8% 356 $307K
Daner Wealth Management, LLC 0.19% Add +7.8% 316 $307K
Barnes Wealth Management Group, Inc 0.16% Reduce -3.5% 355 $306K
Vanguard Capital Wealth Advisors 0.25% Add +39.4% 354 $306K
Arq Wealth Advisors, LLC 0.08% Reduce -20.8% 354 $305K
Wealth Dimensions Group, Ltd. 0.06% Reduce -9.0% 354 $305K
Smith Thornton Advisors LLC 0.15% Add +3.5% 353 $304K
Van Diest Capital, LLC 0.45% — 352 $304K
Wealthcare Capital Partners, LLC 0.14% Reduce -18.2% 351 $303K
Addison Advisors LLC 0.07% Add +2.9% 351 $303K
Seek First Inc. 0.21% Reduce -0.6% 351 $302K
RMG Wealth Management LLC 0.04% Reduce -90.7% 310 $302K
Chung Wu Investment Group, LLC 0.25% No change 350 $302K
LaFleur & Godfrey LLC 0.04% No change 348 $300K
Townsend & Associates, Inc 0.03% Reduce -10.5% 314 $300K
Clayton Financial Group LLC 0.15% Add +208.0% 348 $300K
Hudson Capital Management LLC 0.08% Reduce -14.9% 347 $299K
Carson Advisory Inc. 0.16% Add +1.5% 346 $299K
Precision Wealth Strategies, LLC 0.10% Reduce -91.4% 346 $299K
Jackson Hole Capital Partners, LLC 0.05% Add +0.3% 346 $298K
Heck Capital Advisors, LLC 0.02% Reduce -0.3% 346 $298K
Penobscot Wealth Management 0.09% Reduce -1.1% 345 $297K
Prosperity Bancshares Inc 0.27% — 344 $297K
Keeler Thomas Management LLC 0.14% Reduce -7.8% 344 $297K
Strata Wealth Advisors, LLC 0.08% Reduce -45.6% 344 $297K
Horizon Investment Services, LLC 0.11% Reduce -5.5% 342 $295K
Meridian Wealth Partners, LLC 0.04% Reduce -6.8% 342 $295K
Soundwatch Capital LLC 0.05% Add +8.6% 342 $295K
Yeomans Consulting Group, Inc. 0.09% No change 341 $294K
Baader Bank Aktiengesellschaft 0.02% Reduce -73.6% 342 $294K
Wealthspan Partners, LLC 0.11% Add +0.9% 340 $293K
Counterpoint Mutual Funds LLC 0.02% Add +2.1% 340 $293K
HF Advisory Group, LLC 0.10% No change 339 $293K
Vantage Financial Partners, LLC 0.06% Reduce -1.2% 339 $292K
Grant Street Asset Management, Inc. 0.06% Add +16.1% 339 $292K
Rexford Capital Inc. 0.22% Reduce -21.4% 339 $292K
Breachway Investments LLC 0.31% — 338 $292K
Fairfield, Bush & Co. 0.15% Reduce -12.0% 338 $292K
Round Rock Advisors LLC 0.04% Reduce -10.8% 338 $291K
Cornerstone Capital, Inc. 0.03% No change 337 $291K
Thrive Capital Management, LLC 0.06% Reduce -18.1% 336 $290K
Guidance Point Advisors, LLC 0.07% Reduce -17.6% 333 $289K
WMS Group LLC 0.37% — 335 $289K
Avid Wealth Partners LLC 0.14% Add +16.7% 335 $289K
A&I Financial Services, LLC 0.14% Reduce -7.5% 335 $289K
Adamsbrown Wealth Consultants LLC 0.08% Add +3.7% 335 $289K
Planning Directions Inc. 0.15% Add +8.1% 334 $288K
Madrid Wealth Management, LLC 0.23% — 334 $288K
Hoey Investments, Inc. 0.04% Reduce -11.4% 334 $288K
Impact Partnership Wealth, LLC 0.04% Add +2.5% 334 $288K
Talisman Wealth Advisors LLC 0.22% Reduce -0.6% 333 $288K
Kondo Wealth Advisors, Inc. 0.11% Reduce -1.5% 333 $287K
Welch Financial Planning, LLC 0.21% — 333 $287K
ProVise Management Group, LLC 0.02% No change 333 $287K
Lynx Investment Advisory 0.16% Reduce -2.4% 332 $287K
Financial Enhancement Group LLC 0.04% Reduce -2.0% 291 $286K
Flaharty Asset Management, LLC 0.04% Reduce -0.3% 332 $286K
OxenFree Capital LLC 0.15% Add +0.6% 332 $286K
Price Financial Group Wealth Management, Inc 9.05% — 292 $286K
Schulz Wealth, LTD. 0.18% No change 331 $285K
Tower Wealth Partners, Inc. 0.16% Add +5.8% 331 $285K
Mayfair Advisory Group, LLC 0.11% Reduce -25.2% 333 $285K
Bantamac Capital, LLC 0.20% Add +1.5% 330 $285K
Alongside, LLC 0.09% — 330 $284K
IAG Wealth Partners, LLC 0.03% No change 328 $283K
Koa Wealth Management, LLC 0.19% Add +3.1% 328 $283K
Droms Strauss Advisors Inc. /Mo/ 0.07% New 326 $282K
Joel Adams & Associates, Inc. 0.21% No change 326 $281K
Murphy Pohlad Asset Management LLC 0.11% No change 326 $281K
Dorato Capital Management 0.21% — 295 $281K
Gold Investment Management Ltd. 0.09% No change 325 $280K
Brown Wealth Management, LLC 0.07% Add +6.6% 325 $280K
Promethium Advisors,llc 0.15% No change 325 $280K
GatePass Capital, LLC 0.15% Reduce -9.0% 324 $280K
Armbruster Capital Management, Inc. 0.05% No change 324 $279K
Aspire Growth Partners LLC 0.19% No change 323 $279K
Safe Harbor Wealth Advisors, LLC 0.27% — 279 $279K
Sensible Money, LLC 0.09% Reduce -5.8% 323 $279K
Murphy, Middleton, Hinkle & Parker, Inc. 0.13% New 2,398 $278K
BlueChip Wealth Advisors LLC 0.12% Reduce -42.5% 322 $278K
Sunburst Financial Group, LLC 0.06% Add +3.9% 322 $278K
WESPAC Advisors SoCal, LLC 0.06% New 321 $277K
New Covenant Trust Company, N.A. 0.25% Add +1.9% 323 $276K
Global Financial Private Client, LLC 0.10% No change 320 $276K
Madison Park Capital Advisors, LLC 0.22% Reduce -2.7% 319 $275K
New Insight Wealth Advisors 0.10% Reduce -2.7% 319 $275K
Wealthquest Corp 0.02% New 318 $274K
marrick wealth, LLC 0.22% — 318 $274K
Twin Lakes Capital Management, LLC 0.12% No change 318 $274K
Riggs Asset Managment Co. Inc. 0.06% Reduce -1.2% 318 $274K
Mayport, LLC 0.06% Reduce -4.8% 318 $274K
IMZ Advisory Inc 0.10% Add +2.9% 317 $273K
Cloud Capital Management, LLC 0.13% Reduce -35.6% 317 $273K
Burr Financial Services, LLC 0.20% No change 316 $272K
Means Investment Co., Inc. 0.02% Reduce -11.0% 315 $272K
BAM Wealth Management, LLC 0.20% Add +1.3% 315 $272K
HughesLittle Investment Management Ltd. 0.04% No change 315 $272K
AGH Wealth Advisors, LLC 0.20% Reduce -24.1% 315 $272K
John W. Brooker & Co., CPAs 0.49% New 315 $271K
Indie Asset Partners, LLC 0.30% Add +2.3% 314 $271K
Clarus Group, Inc. 0.10% Add +2.3% 314 $271K
1 North Wealth Services LLC 0.10% No change 314 $271K
Inspire Advisors, LLC 0.02% Add +4.7% 314 $271K
4WEALTH Advisors, Inc. 0.23% Reduce -8.8% 313 $270K
Heritage Family Offices, LLP 0.12% Add +36.7% 313 $270K
Rare Wolf Capital LLC 0.17% — 313 $270K
McDonald Partners LLC 0.09% Reduce -55.4% 313 $270K
USAdvisors Wealth Management, LLC 0.09% Add +2.3% 312 $269K
Finer Wealth Management, Inc. 0.13% New 311 $268K
Range Rock Capital, LLC 0.09% — 311 $268K
Riverbend Wealth Management, LLC 0.17% Add +4.4% 311 $268K
Sharp Wealth Advisory, LLC 0.13% Reduce -13.9% 310 $268K
Farnam Financial LLC 0.20% Add +5.1% 310 $267K
Founders Grove Wealth Partners, LLC 0.06% Add +17.9% 310 $267K
Boston Partners 0.00% Add +1.6% 310 $267K
Curat Global, LLC 0.30% Reduce -1.9% 309 $266K
Ameraudi Asset Management, Inc. 0.15% No change 309 $266K
Nordwand Advisors, LLC 0.05% No change 309 $266K
Stephens Consulting, LLC 0.09% Add +4.4% 309 $266K
Stirlingshire Investments, Inc. 0.24% — 308 $266K
Lakeridge Wealth Management LLC 0.12% Reduce -16.3% 308 $266K
Fidelity D & D Bancorp Inc. 0.11% Reduce -8.1% 307 $265K
Libra Wealth LLC 0.07% Reduce -11.5% 307 $265K
Prospect Financial Services LLC 0.15% Reduce -59.2% 307 $265K
Peak Planning Group, LLC 0.07% No change 307 $264K
Financial Avengers, Inc. 0.11% Reduce -0.7% 306 $264K
Hemming& Wealth Management, Inc. 0.18% — 306 $264K
Sage Private Wealth Group, LLC 0.14% Reduce -35.9% 306 $264K
MBE Wealth Management, LLC 0.11% Reduce -4.4% 305 $263K
Alliance Wealth Advisors, LLC 0.13% Reduce -34.3% 305 $263K
Topsail Wealth Management, LLC 0.04% Reduce -19.7% 305 $263K
Hill Investment Group Partners, LLC 0.03% Add +0.3% 305 $263K
Coston, McIsaac & Partners 0.06% Reduce -0.7% 304 $262K
KOM Wealth Management Group, LLC 0.19% Add +3.8% 304 $262K
Cooper/Haims Advisors, LLC 0.12% Reduce -9.6% 303 $261K
DMKC Advisory Services, LLC 0.11% No change 303 $261K
Anfield Capital Management, LLC 0.08% Reduce -1.6% 303 $261K
Montz Harcus Wealth Management LLC 0.11% Add +0.3% 303 $261K
Paladin Advisory Group, LLC 0.19% Add +9.0% 302 $260K
West Michigan Advisors, LLC 0.06% Reduce -2.3% 302 $260K
Capstone Wealth Management, LLC 0.19% Add +0.3% 301 $260K
Parsonex Advisory Services, Inc. 0.17% Reduce -5.3% 301 $260K
Banta Asset Management LP 0.24% — 300 $259K
William John Sempolinski 0.13% — 300 $259K
Reliant Investment Management, LLC 0.10% Reduce -5.4% 300 $259K
Buck Wealth Strategies, LLC 0.03% Add +14.9% 300 $258K
Foronjy Financial LLC 0.11% Add +15.0% 299 $258K
Silver Coast Investments LLC 0.09% Add +5.3% 299 $258K
Sierra Ocean, LLC 0.21% Reduce -20.3% 299 $258K
Potentia Wealth 0.09% Add +0.3% 299 $257K
Cherrydale Wealth Management, LLC 0.08% No change 298 $257K
Conservest Capital Advisors, Inc. 0.02% Reduce -3.6% 298 $257K
Presper Financial Architects, LLC 0.15% Add +2.0% 298 $257K
Councilor Wealth, LLC 0.12% No change 298 $257K
Integrity Investment Advisors, LLC 0.14% New 298 $257K
Seros Financial, LLC 0.15% No change 297 $256K
J.M. Arbour, LLC 0.26% — 297 $256K
Blue Square Asset Management, LLC 0.11% No change 297 $256K
Rodgers Brothers Inc. 0.03% No change 297 $256K
JNBA Financial Advisors 0.02% Reduce -9.2% 297 $256K
Mullooly Asset Management, Inc. 0.09% No change 296 $255K
Martin Investment Management, LLC 0.07% Reduce -6.0% 296 $255K
Regimen Wealth, LLC 0.07% No change 295 $255K
S Harris Financial Group, LLC 0.24% — 295 $254K
Cedar Point Capital Partners, LLC 0.16% Add +14.4% 294 $254K
IMG Wealth Management, Inc. 0.16% Add +6.1% 294 $254K
Quilter Plc 0.00% No change 294 $254K
St. Louis Trust Co 0.03% No change 293 $253K
Acorn Financial Advisory Services Inc. 0.04% Add +1.4% 292 $252K
PFS Partners, LLC 0.12% Add +0.7% 291 $251K
Royal Fund Management, LLC 0.02% Add +0.7% 291 $251K
Prelude Capital Management, LLC 0.02% Reduce -4.6% 291 $251K
Ketron Financial 0.08% — 291 $251K
Atlas Wealth Partners, LLC 0.27% No change 290 $250K
Boston Research & Management Inc. 0.06% Reduce -25.6% 290 $250K
Center for Financial Planning, Inc. 0.03% Add +7.8% 290 $250K
White Lighthouse Investment Management Inc. 0.03% Reduce -2.7% 289 $249K
Summit Wealth Partners, LLC 0.05% No change 289 $249K
Winning Points Advisors, LLC 0.27% — 288 $249K
Evolution Wealth Advisors, LLC 0.02% No change 287 $247K
Altar Rock LLC 0.30% — 287 $247K
SWP Financial LLC 0.12% No change 286 $247K
Glass Jacobson Investment Advisors llc 0.09% No change 286 $247K
Heritage Wealth Management, Inc. 0.16% Reduce -5.9% 286 $247K
Cowa, LLC 0.07% New 285 $246K
Hall Laurie J Trustee 0.08% No change 285 $246K
Intrepid Capital Management Inc. 0.12% No change 284 $245K
Rockbridge Investment Management, LCC 0.02% No change 283 $244K
WMG Financial Advisors, LLC 0.10% Reduce -57.6% 283 $244K
Carroll Advisory Group, LLC 0.11% — 283 $244K
Cullen Investment Group, LTD. 0.03% No change 263 $243K
SwitchPoint Financial Planning, LLC 0.17% Reduce -0.7% 281 $243K
LFG Wealth Partners, LLC 0.15% — 281 $242K
Banque de Luxembourg S.A. 0.10% New 281 $242K
Isthmus Partners, LLC 0.03% New 281 $242K
Nixon Capital, LLC 0.06% No change 280 $241K
IMA Advisory Services, Inc. 0.02% Add +6.9% 280 $241K
James Hambro & Partners LLP 0.01% New 280 $241K
Dupree Financial Group, LLC 0.09% No change 280 $241K
Steffes Financial, Ltd. 0.13% — 279 $241K
OLIO Financial Planning 0.07% Add +0.7% 279 $240K
Cornerstone Wealth Advisors, Inc. 0.06% No change 276 $238K
Align Financial, LLC 0.14% — 238,089 $238K
Beacon Financial Strategies CORP 0.13% No change 276 $238K
Balentine LLC 0.01% Add +7.0% 276 $238K
Spectrum Investment Advisors, Inc. 0.12% Add +13.2% 275 $237K
Uniting Wealth Partners, LLC 0.07% Add +10.0% 275 $237K
Johnson & White Wealth Management, LLC 0.10% Reduce -15.4% 275 $237K
Roberts Glore & Co. Inc. 0.06% Add +7.9% 274 $237K
Fortitude Financial, LLC 0.20% No change 274 $236K
Sfam, LLC 0.22% — 273 $235K
LCNB Corp. 0.08% New 273 $235K
Wealthedge Investment Advisors, LLC 0.09% Reduce -0.7% 272 $235K
Laidlaw Wealth Management LLC 0.73% Reduce -69.6% 272 $235K
Treasure Coast Financial Planning 0.12% No change 272 $235K
Granville Capital, Inc. 0.12% — 272 $234K
Uhlmann Price Securities, LLC 0.14% Add +12.9% 271 $234K
Advance Capital Management, Inc. 0.01% Reduce -4.2% 271 $234K
Montis Financial, LLC 0.05% Add +8.0% 271 $233K
Northwest Capital Management Inc 1.01% Reduce -34.9% 270 $233K
Cottonwood Capital Advisors, LLC 0.17% No change 270 $233K
Alexander Labrunerie & Co., Inc. 0.08% No change 269 $232K
Horizon Wealth Management, LLC 0.04% No change 268 $231K
Dunhill Financial, LLC 0.07% Add +5.5% 267 $230K
Focused Wealth Management, Inc 0.02% New 267 $230K
Wharton Business Group, LLC 0.01% Add +1.9% 266 $230K
Vestia Personal Wealth Advisors 0.12% Add +1.3% 234 $230K
Hughes Financial Services, LLC 0.04% Reduce -0.8% 266 $229K
Charter Oak Capital Management, LLC 0.02% Add +1.1% 266 $229K
Smith Partners Wealth Management, LLC 0.21% — 266 $229K
Ogorek Anthony Joseph /NY/ 0.06% Reduce -0.4% 266 $229K
TruNorth Capital Management, LLC 0.04% Add +17.3% 265 $229K
BridgePort Financial Solutions, LLC 0.06% No change 264 $228K
Conscious Wealth Investments, LLC 0.14% Add +2.2% 230 $228K
Pflug Koory, LLC 0.11% No change 263 $227K
Lincoln Capital Corp. 0.08% No change 263 $227K
New World Advisors LLC 0.04% Reduce -38.5% 263 $227K
D L Carlson Investment Group Inc. 0.04% Reduce -1.5% 263 $227K
Baron Wealth Management LLC 0.07% Reduce -14.7% 262 $226K
Aurora Private Wealth, Inc. 0.15% — 262 $226K
Awm Capital, LLC 0.02% No change 261 $226K
BetterWealth, LLC 0.05% Reduce -8.1% 261 $225K
Capital City Trust Co. 0.05% Reduce -10.3% 261 $225K
Investment Planning Advisors, Inc. 0.07% New 261 $225K
William Mack & Associates, Inc. 0.11% Reduce -3.0% 260 $225K
Rayburn West Financial Services LLC 0.14% — 260 $224K
State of Wyoming 0.02% New 260 $224K
Cape Investment Advisory, Inc. 0.07% Add +132.1% 260 $224K
Manuka Financial, LLC 0.14% Reduce -15.3% 260 $224K
Cannon Financial Strategists, Inc. 0.03% No change 259 $223K
Kelly Financial Services LLC 0.06% No change 259 $223K
Holistic Financial Partners 0.08% Reduce -10.1% 259 $223K
Waddell & Associates, LLC 0.01% Reduce -24.6% 258 $223K
Insight Wealth Partners, LLC 0.09% Reduce -4.1% 258 $222K
EnRich Financial Partners LLC 0.06% No change 258 $222K
Crew Capital Management, Ltd 0.14% Add +2.0% 258 $222K
Merkkuri Wealth Advisors LLC 0.15% Reduce -6.5% 258 $222K
GFI Investment Counsel Ltd. 0.02% No change 257 $222K
FWG Holdings, LLC 0.08% Reduce -1.3% 235 $221K
Advocate Group LLC 0.04% Reduce -5.2% 256 $221K
Patton Fund Management, Inc. 0.03% Reduce -6.2% 256 $221K
ORBA Wealth Advisors, L.L.C. 0.19% Reduce -19.0% 256 $221K
Stapp Wealth Management, PLLC 0.28% No change 254 $219K
True Link Financial Advisors, LLC 0.01% New 254 $219K
Lynch Investment Planning, LLC 0.21% — 254 $219K
Oldfather Financial Services, LLC 0.07% Add +11.9% 253 $219K
Flywheel Private Wealth LLC 0.14% Reduce -28.3% 253 $218K
Curated Wealth Partners LLC 0.02% Reduce -44.1% 253 $218K
Cogent Private Wealth, Inc. 0.17% — 252 $217K
Rakuten Securities, Inc. 0.07% Reduce -23.6% 252 $217K
One Wealth Advisors, LLC 0.03% Reduce -0.4% 252 $217K
Barnes Dennig Private Wealth Management LLC 0.22% Add +13.1% 251 $216K
Castleview Partners, LLC 0.11% New 251 $216K
Jackson Thornton Wealth Management, LLC 0.02% New 243 $216K
F&V Capital Management, LLC 0.05% No change 250 $216K
Hill Island Financial LLC 0.05% Add +6.4% 250 $216K
Legacy Financial Group, Inc. 0.06% Add +5.0% 250 $216K
Perkins Capital Management Inc. 0.17% No change 250 $216K
Schiavi & Co LLC 0.07% No change 250 $216K
Holcombe Financial, Inc. 0.14% Add +0.4% 250 $215K
Corepath Wealth Partners LLC 0.14% No change 228 $215K
Instrumental Wealth, LLC 0.13% New 218 $215K
Greenline Wealth Management LLC 0.22% — 248 $214K
WPG Advisers, LLC 0.16% Add +2.1% 247 $213K
Millington Financial Advisors, LLC 0.09% Reduce -2.3% 212 $212K
Dumont & Blake Investment Advisors LLC 0.05% No change 246 $212K
Guardian Wealth Advisors, LLC 0.12% No change 245 $211K
Causey Wealth LLC 0.10% New 244 $211K
Cadia Private Client LLC 0.17% — 244 $211K
Center For Asset Management LLC 0.11% Reduce -31.3% 244 $210K
OneAscent Investment Solutions LLC 0.22% No change 244 $210K
Providence First Trust Co 0.07% Reduce -87.7% 244 $210K
Mystic Asset Management, Inc. 0.05% No change 244 $210K
DeLarme Wealth Management, Inc. 0.15% — 243 $210K
Planning Alternatives Ltd. 0.03% Add +1.3% 243 $210K
Marshall Financial Group, LLC 0.04% Add +0.8% 243 $209K
Compton Financial Group, LLC 0.05% Add +0.4% 243 $209K
First PREMIER Bank 0.05% No change 242 $209K
Chatterton & Associates Inc. 0.18% — 242 $209K
East Coast Asset Management, LLC. 0.06% No change 242 $209K
FORM Wealth Advisors, LLC 0.02% — 242 $209K
Dakota Community Bank & Trust NA 0.71% Add +0.4% 240 $207K
Genesis Wealth Advisors, LLC 0.14% No change 240 $207K
Wittenberg Investment Management, Inc. 0.08% Reduce -4.0% 240 $207K
Giverny Capital 0.01% No change 240 $207K
Demars Financial Group, LLC 0.07% Add +1.7% 239 $206K
Pacific Park Financial, Inc. 0.13% — 239 $206K
Prostatis Group LLC 0.05% New 239 $206K
Seldon Capital LP 0.07% No change 238 $205K
Towne Trust Company, N.A 0.06% Add +5.8% 238 $205K
Proactive Wealth Strategies LLC 0.08% New 238 $205K
Anderson Hoagland & Co. 0.02% New 237 $204K
McGowan Group Asset Management, Inc. 0.03% Add +0.4% 237 $204K
Noesis Capital Mangement Corp. 0.03% Add +3.0% 237 $204K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.32% — 236 $204K
Total Wealth Planning & Management, Inc. 0.16% — 236 $204K
Kemnay Advisory Services Inc. 0.03% New 236 $204K
FSA Advisors, Inc. 0.14% Add +8358.1% 19,200 $204K
IVC Wealth Advisors LLC 0.09% Add +3.5% 235 $203K
Ironsides Asset Advisors, LLC 0.05% Reduce -48.6% 235 $203K
Surience Private Wealth LLC 0.23% No change 235 $203K
Golden Road Advisors LLC 0.12% Reduce -8.6% 235 $203K
Meriwether Wealth & Planning, LLC 0.11% Reduce -0.4% 235 $203K
One Wealth Capital Management, LLC 0.09% Reduce -6.0% 235 $203K
Manske Wealth Management 0.06% New 235 $203K
Shufro Rose & Co. LLC 0.01% Add +10.8% 235 $203K
Valued Retirements, Inc. 0.20% Add +0.4% 235 $202K
Crux Wealth Advisors 0.08% Reduce -3.7% 234 $202K
Prospect Financial Group LLC 0.19% No change 234 $202K
Greenberg Financial Group 0.08% — 234 $202K
Tandem Financial, LLC 0.24% Reduce -14.4% 220 $202K
GenWealth Group, Inc. 0.03% New 226 $201K
Pembroke Management, LTD 0.02% New 233 $201K
Chemung Canal Trust Co. 0.04% No change 233 $201K
Stevens Capital Partners 0.05% New 233 $201K
Members Wealth LLC 0.13% New 205 $200K
Landing Point Financial Group, LLC 0.10% No change 232 $200K
Haven Private, LLC 0.09% Reduce -2.1% 232 $200K
Ball & Co Wealth Management Inc. 0.13% Add +0.4% 232 $200K
Birchwood Financial Partners, Inc. 0.20% — 231 $199K
Tanglewood Legacy Advisors, LLC 0.07% No change 229 $197K
Midwest Capital Advisors, LLC 0.09% No change 226 $195K
Strategic Wealth Advisors LLC 0.17% — 226 $194K
Provenance Wealth Advisors, LLC 0.02% Reduce -16.1% 224 $193K
Camelot Portfolios, LLC 0.12% No change 223 $193K
Palladiem, LLC 0.18% — 222 $192K
Nova Wealth Management, Inc. 0.13% Reduce -3.9% 221 $190K
JDM Financial Group LLC 0.07% Reduce -6.4% 220 $190K
XY Capital Ltd 0.19% Add +1182.3% 218 $188K
Proathlete Wealth Management LLC 0.05% Add +21.9% 217 $188K
Ravenstone Capital Management Inc. 0.09% No change 216 $186K
Manitou Investment Management Ltd. 0.03% No change 215 $185K
Maseco LLP 0.01% No change 212 $183K
Evelyn Partners Asset Management Ltd 0.04% No change 212 $183K
Stone House Investment Management, LLC 0.03% No change 211 $182K
POM Investment Strategies, LLC 0.09% Add +4.5% 211 $182K
Cornerstone Planning Group LLC 0.03% Add +3.3% 189 $181K
South Dakota Investment Council 0.00% No change 210 $181K
Operose Advisors LLC 0.04% Reduce -2.4% 206 $178K
Financially Speaking Inc 0.11% Reduce -1.0% 205 $177K
Kohmann Bosshard Financial Services, LLC 0.02% New 207 $175K
Merited Wealth, LLC 0.16% — 203 $175K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 203 $175K
Acumen Wealth Advisors, LLC 0.05% — 200 $173K
Quaker Wealth Management, LLC 0.05% Add +106.2% 200 $172K
Pandora Wealth, Inc. 0.10% No change 200 $172K
Rialto Wealth Management, LLC 0.04% Reduce -0.5% 200 $172K
Financial Network Wealth Advisors LLC 0.18% Add +4.2% 199 $172K
Piscataqua Savings Bank 0.12% Add +11.2% 199 $172K
Garton & Associates Financial Advisors LLC 0.10% — 198 $171K
Valued Wealth Advisors LLC 0.07% Add +5.9% 197 $170K
Longview Financial Advisors LLC 0.09% Add +7.1% 196 $169K
Wiser Advisor Group LLC 0.19% Add +6.6% 194 $167K
10Elms LLP 0.17% Reduce -10.7% 192 $166K
Family CFO Inc 0.07% New 190 $164K
Litman Gregory Wealth Management LLC 0.01% New 184 $159K
Clark Wealth Partners 0.10% No change 181 $156K
Avion Wealth 0.03% Reduce -23.5% 182 $156K
Essex Investment Management Co. LLC 0.02% No change 180 $155K
Quest 10 Wealth Builders, Inc. 0.14% Reduce -9.1% 180 $155K
Noble Wealth Management PBC 0.08% Reduce -2.2% 179 $154K
Graney & King, LLC 0.09% No change 173 $149K
Catalyst Capital Advisors LLC 0.00% Reduce -21.7% 173 $149K
Consultiva Wealth Management, Corp. 0.42% No change 173 $149K
Osbon Capital Management LLC 0.14% — 173 $149K
Benson Wealth Management INC 0.16% — 171 $147K
CBIZ Investment Advisory Services, LLC 0.01% Reduce -1.2% 171 $147K
Pioneer Family Office, LLC 0.10% — 170 $147K
Byrne Asset Management LLC 0.08% No change 170 $147K
Bravera Wealth 0.07% — 169 $146K
Private Wealth Management Group, LLC 0.04% No change 166 $143K
Bullseye Investment Management, LLC 0.07% Reduce -74.7% 165 $142K
Rachor Investment Advisory Services, LLC 0.07% — 163 $141K
Atlantic Edge Private Wealth Management, LLC 0.03% No change 162 $140K
Measured Wealth Private Client Group, LLC 0.04% Reduce -2.5% 158 $136K
Hilton Head Capital Partners, LLC 0.08% — 157 $135K
Jackson, Grant Investment Advisers, Inc. 0.04% No change 157 $135K
Cedar Wealth Management, LLC 0.04% No change 155 $134K
Inlight Wealth Management, LLC 0.05% No change 152 $131K
Elkhorn Partners Limited Partnership 0.08% New 150 $129K
Adalta Capital Management LLC 0.06% Reduce -3.2% 150 $129K
JCIC Asset Management Inc. 0.04% No change 150 $129K
Ramirez Asset Management, Inc. 0.02% No change 150 $129K
Cohen & Steers, Inc. 0.00% Reduce -62.5% 150 $129K
Cherry Tree Wealth Management, LLC 0.03% Add +5.6% 150 $129K
Financial Gravity Asset Management, Inc. 0.02% Reduce -14.0% 147 $127K
Strategic Advocates LLC 0.03% No change 145 $126K
CDKV Holdings LLC 0.10% — 142 $123K
Tucker Asset Management LLC 0.04% Reduce -45.0% 142 $122K
MPWM Advisory Solutions, LLC 0.07% Add +143.1% 141 $121K
VSM Wealth Advisory, LLC 0.04% Add +0.7% 140 $120K
Harbor Asset Planning, Inc. 0.10% No change 138 $119K
Richardson Capital Management LLC 0.06% No change 131 $113K
New England Capital Financial Advisors LLC 0.04% Add +0.8% 131 $113K
Peck Wealth Management, LLC 0.11% No change 129 $111K
Sachetta, LLC 0.06% Reduce -89.3% 127 $110K
Lloyd Advisory Services, LLC. 0.04% New 126 $109K
Godfrey Financial Associates, Inc. 0.09% — 126 $109K
Roble, Belko & Company, Inc 0.01% No change 123 $106K
Cornerstone Financial Management LLC 0.10% — 120 $103K
Moisand Fitzgerald Tamayo, LLC 0.01% Reduce -1.6% 120 $103K
Luminist Capital LLC 0.13% No change 119 $103K
DHJJ Financial Advisors, Ltd. 0.03% No change 116 $100K
Smallwood Wealth Investment Management, LLC 0.05% Reduce -11.4% 116 $100K
Pin Oak Investment Advisors Inc. 0.07% No change 100 $100K
Covestor Ltd 0.05% Reduce -4.2% 113 $98K
Sankala Group LLC 0.08% — 95 $96K
Caden Capital Partners, LP 0.22% New 111 $96K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -15.9% 111 $96K
Bruce G. Allen Investments, LLC 0.06% Add +14.7% 109 $94K
Wealth Watch Advisors, INC 0.03% Add +25.6% 108 $93K
Mendota Financial Group, LLC 0.07% Reduce -7.1% 105 $91K
Wilkerson Advisory Group LLC 0.03% — 105 $91K
DV Trading LLC 0.01% — 105 $91K
High Point Wealth Management, LLC 0.09% — 103 $89K
Nalls Sherbakoff Group, LLC 0.06% Reduce -25.9% 100 $86K
Nexus Investment Management ULC 0.01% No change 100 $86K
Holos Integrated Wealth LLC 0.05% Add +132.6% 100 $85K
Timmons Wealth Management, LLC 0.08% — 99 $85K
Proffitt & Goodson Inc. 0.01% Reduce -19.7% 98 $85K
Howard Hughes Medical Institute 0.05% No change 95 $82K
Steph & Co. 0.02% Add +104.5% 90 $78K
Lavaca Capital LLC 0.01% No change 85 $73K
Winnacle Wealth LLC 0.05% Reduce -5.6% 84 $72K
Kings Path Partners LLC 0.03% No change 84 $72K
Breakwater Investment Management 0.03% Reduce -1.2% 83 $72K
RHL Group, LLC 0.06% — 83 $72K
Gilpin Wealth Management, LLC 0.06% — 82 $71K
Red Tortoise LLC 0.03% No change 81 $70K
Swiss Re Ltd. 0.00% — 80 $69K
180 GPS Investments IC Ltd 0.05% Reduce -98.8% 78 $67K
Ransom Advisory, Ltd 0.03% Add +20.3% 77 $66K
Atlantic Private Wealth, LLC 0.04% No change 75 $65K
Aspect Partners, LLC 0.03% Add +15.6% 74 $64K
Friedenthal Financial 0.03% No change 72 $62K
Carolina Wealth Advisors, LLC 0.03% No change 72 $62K
Acima Private Wealth, LLC 0.02% Reduce -30.1% 72 $62K
Bank & Trust Co 0.04% Add +18.3% 71 $61K
Kilter Group LLC 0.03% Reduce -1.4% 70 $60K
Torren Management, LLC 0.03% — 69 $60K
Itau Unibanco Holding S.A. 0.00% Add +527.3% 69 $60K
Walsh & Associates, LLC 0.06% — 67 $58K
Kingdom Financial Group LLC. 0.02% New 67 $57K
Sarver Vrooman Wealth Advisors 0.04% No change 65 $56K
Redwood Park Advisors LLC 0.04% Reduce -45.1% 62 $54K
Pingora Partners LLC 0.03% No change 62 $53K
True Wealth Design, LLC 0.02% Reduce -59.1% 61 $53K
Kentucky Trust Co 0.03% Reduce -8.3% 55 $47K
Retirement Wealth Solutions LLC 0.03% Reduce -8.5% 54 $47K
Signature Resources Capital Management, LLC 0.02% Add +12.5% 54 $47K
Access Investment Management LLC 0.01% No change 50 $46K
CrossGen Wealth, LLC 0.04% — 53 $46K
Vega Investment Solutions 0.01% — 53 $46K
Evolution Wealth Management Inc. 0.04% Add +96.2% 51 $44K
SWAN Capital LLC 0.02% No change 50 $43K
Morton Brown Family Wealth, LLC 0.01% Add +6.7% 48 $42K
Reyes Financial Architecture, Inc. 0.03% No change 48 $42K
Copos Capital B.V. 0.03% — 48 $41K
Investors Research Corp 0.01% Add +411.1% 46 $40K
PMV Capital Advisers, LLC 0.07% No change 45 $39K
eCIO, Inc. 0.02% New 45 $39K
Redmont Wealth Advisors LLC 0.06% No change 43 $37K
Raffa Wealth Management, LLC 0.01% Reduce -70.8% 42 $36K
Chesapeake Asset Management LLC 0.03% No change 41 $35K
Aster Capital Management (DIFC) Ltd 0.02% Reduce -84.5% 40 $34K
Your Advocates Ltd., LLP 0.01% No change 40 $34K
SRH Advisors, LLC 0.01% No change 40 $34K
Financial Connections Group, Inc. 0.01% Reduce -9.3% 39 $33K
Penserra Capital Management LLC 0.00% No change 39 $33K
Collier Financial 0.02% No change 38 $33K
Joseph Group Capital Management 0.01% New 38 $33K
Entrust Financial LLC 0.02% — 36 $31K
Quarry LP 0.01% Reduce -91.8% 36 $31K
Three Bearings Fiduciary Advisors, Inc. 0.03% — 33 $31K
Meramec Financial Planners, LLC 0.01% — 30 $30K
Hurley Capital, LLC 0.02% Reduce -3.0% 32 $28K
McGuire Capital Advisors Inc. 0.02% — 32 $28K
Barrett & Company, Inc. 0.01% No change 32 $28K
Rogco, LP 0.01% No change 32 $28K
Estate Planners Group, LLC 0.01% — 32 $27K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.04% No change 31 $27K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.02% — 31 $27K
LFA - Lugano Financial Advisors SA 0.01% No change 31 $27K
AXS Investments LLC 0.01% Reduce -20.5% 31 $27K
DiNuzzo Private Wealth, Inc. 0.00% No change 31 $27K
C M Bidwell & Associates Ltd. 0.01% No change 30 $26K
HFM Investment Advisors, LLC 0.01% Add +833.3% 28 $24K
Minot DeBlois Advisors LLC 0.02% No change 28 $24K
Essential Partners LLC 0.01% Reduce -64.5% 27 $23K
MJT & Associates Financial Advisory Group, Inc. 0.02% No change 27 $23K
Key Capital Management, INC 0.02% — 27 $23K
Luken Investment Analytics, LLC 0.01% New 27 $23K
Frazier Financial Advisors, LLC 0.01% No change 25 $22K
Bulwark Capital Corp 0.02% No change 25 $22K
North Ridge Wealth Advisors, Inc. 0.01% No change 25 $22K
Brown Shipley& Co Ltd 0.01% No change 25 $22K
Obsidian Cio, LLC 0.03% Reduce -93.3% 24 $21K
Imprint Wealth LLC 0.09% Reduce -41.0% 23 $20K
Fairway Wealth LLC 0.01% Add +9.5% 23 $20K
IFC & Insurance Marketing, Inc. 0.02% — 22 $19K
PayPay Securities Corp 0.56% Add +120.0% 22 $19K
Principia Wealth Advisory, LLC 0.01% Reduce -63.8% 21 $18K
Sellwood Investment Partners LLC 0.01% No change 21 $18K
Mechanics Financial Corp 0.01% No change 21 $18K
MH & Associates Securities Management Corp. 0.01% — 20 $17K
Catherine Avery Investment Management LLC 0.01% Reduce -13.0% 20 $17K
Bay Harbor Wealth Management, LLC 0.00% Add +25.0% 20 $17K
IFS Advisors, LLC 0.01% No change 19 $16K
WestEnd Advisors, LLC 0.00% No change 19 $16K
Basepoint Wealth LLC 0.01% New 18 $16K
Nvest Wealth Strategies, Inc. 0.01% — 18 $16K
United Financial Planning Group LLC 0.01% Add +50.0% 18 $16K
Financial Freedom, LLC 0.01% No change 17 $15K
1620 Investment Advisors, Inc. 0.01% Reduce -18.8% 13 $12K
NorthAvenue LLC 0.01% — 13 $11K
Innovative Advisory Group, LLC 0.01% No change 13 $11K
Longfellow Investment Management Co. LLC 0.00% No change 13 $11K
Cresta Advisors, Ltd. 0.00% New 12 $10K
Morgan Dempsey Capital Management LLC 0.00% No change 11 $9K
Prudent Man Investment Management, Inc. 0.00% No change 11 $9K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -9.1% 10 $9K
Lummis Asset Management, LP 0.01% No change 10 $9K
Alexis Investment Partners, LLC 0.00% No change 10 $9K
Whipplewood Advisors, LLC 0.01% New 9 $8K
Atomic Invest LLC 0.00% — 9 $7K
TD Capital Management LLC 0.00% No change 7 $6K
Davidson Capital Management Inc. 0.00% New 7 $6K
Virtus Advisers, LLC 0.00% Reduce -46.1% 7 $6K
LM Advisors LLC 0.02% Reduce -2.8% 4,620 $5K
Monetary Solutions, Ltd 0.01% — 6 $5K
Safe Harbor Fiduciary, LLC 0.00% — 6 $5K
Bare Financial Services, Inc 0.00% Reduce -25.0% 6 $5K
Inspire Investing, LLC 0.00% New 5 $4K
Burkett Financial Services, LLC 0.00% No change 4 $3K
Manning & Napier Advisors LLC 0.00% Reduce -93.4% 4 $3K
DecisionPoint Financial, LLC 0.00% No change 4 $3K
PEAK6 LLC 0.00% New 3 $3K
Horrell Capital Management, Inc. 0.00% No change 3 $3K
Fiduciary Advisors, Inc. 0.00% No change 3 $3K
Cohalo Advisory LLC 0.19% No change 3 $3K
Broadwater Capital Management LLC 0.00% No change 3 $3K
William B. Walkup & Associates, Inc. 0.00% New 3 $3K
ROSS\JOHNSON & Associates LLC 0.03% Add +100.0% 2 $2K
Investment Counsel Co. of Nevada 0.00% No change 2 $2K
Networth Advisors, LLC 0.00% — 2 $2K
Marquette Asset Management, LLC 0.00% Reduce -95.7% 2 $2K
Parallax Volatility Advisers, L.P. 0.00% Reduce -99.9% 2 $2K
Navigoe, LLC 0.00% No change 2 $1K
Intesa Sanpaolo S.p.A. 0.00% — 1 $865
Delos Wealth Advisors, LLC 0.00% No change 1 $863
Bridge Generations Wealth Management LLC 0.00% No change 1 $863
Wealth Preservation Advisors, LLC 0.00% No change 1 $862

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