ChevronCVX

13F holders, Q1 2024 (March 31)
3,521holders
15famous investors
$157.75avg. 13F price*

At the end of Q1 2024, 3,521 institutions reported holding Chevron Corp. (CVX) in their 13F filings. The largest holders were Vanguard Group Inc. ($25.4B), BlackRock Inc. ($20.3B) and State Street Corp. ($19.4B). 15 famous investors held it, including Warren Buffett (5.8% of Berkshire Hathaway's portfolio), Ken Fisher (1.3% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.5% of Renaissance Technologies's portfolio).

Company
Chevron Corp.
Sector
Energy
CUSIP
166764100
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,0005,000 Q1 2024: 3,521Q1 2024Q2 2024: 3,506Q2 2024Q3 2024: 3,484Q3 2024Q4 2024: 3,762Q4 2024Q1 2025: 3,824Q1 2025Q2 2025: 3,706Q2 2025Q3 2025: 3,800Q3 2025Q4 2025: 3,991Q4 2025Q1 2026: 4,307Q1 2026Q2 2026: 4,138Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions174$1.1B
Exits137$716.6M

Ownership 3,521 holders

Vanguard Group Inc. 0.50% Reduce -0.5% 160,724,261 $25.4B
BlackRock Inc. 0.48% Reduce -0.7% 128,809,002 $20.3B
State Street Corp. 0.87% Reduce -1.2% 123,057,575 $19.4B
Berkshire Hathaway 5.85% Reduce -2.5% 122,980,207 $19.4B
Morgan Stanley 0.45% Add +4.0% 35,803,145 $5.6B
Geode Capital Management, LLC 0.51% Add +2.3% 35,360,065 $5.6B
JPMorgan Chase & Co. 0.43% Add +18.0% 30,323,889 $4.8B
Bank of America Corp. 0.46% Add +7.6% 29,695,295 $4.7B
Charles Schwab Investment Management Inc. 1.00% Add +5.6% 27,701,868 $4.3B
Northern Trust Corp. 0.57% Reduce -4.8% 20,818,031 $3.3B
Norges Bank 0.49% Add +1.0% 19,656,308 $3.1B
Wells Fargo & Company 0.79% Add +3.9% 18,875,344 $3.0B
Fisher Asset Management 1.32% Add +107.7% 17,859,776 $2.8B
Ameriprise Financial Inc. 0.72% Add +3.3% 16,609,082 $2.6B
Franklin Resources Inc. 0.83% Add +5.4% 16,461,439 $2.6B
Bank of New York Mellon Corp 0.49% Add +4.2% 16,103,302 $2.5B
Capital World Investors 0.42% Add +3.2% 16,009,766 $2.5B
Invesco Ltd. 0.53% Add +1.5% 15,519,021 $2.4B
Capital International Investors 0.43% Add +5.9% 13,418,287 $2.1B
State Farm Mutual Automobile Insurance Co. 1.89% No change 13,334,215 $2.1B
Dimensional Fund Advisors LP 0.55% Reduce -3.1% 12,894,134 $2.0B
Amundi 0.76% Reduce -4.4% 11,188,841 $1.8B
Royal Bank of Canada 0.39% Reduce -7.2% 10,053,132 $1.6B
Legal & General Group Plc 0.45% Reduce -7.9% 9,916,587 $1.6B
T. Rowe Price Associates Inc. 0.18% Reduce -27.4% 9,342,484 $1.5B
Nuveen Asset Management, LLC 0.43% Reduce -4.4% 9,215,541 $1.5B
UBS Group AG 0.47% Add +20.1% 8,984,546 $1.4B
Capital Research Global Investors 0.32% Reduce -18.1% 8,915,839 $1.4B
Barclays PLC 0.50% Add +19.3% 7,077,312 $1.1B
Goldman Sachs Group Inc. 0.22% Reduce -8.7% 6,651,821 $1.0B
Deutsche Bank AG 0.46% Add +0.5% 6,236,939 $983.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.34% Reduce -1.1% 6,017,846 $949.3M
Lazard Asset Management LLC 1.14% Reduce -1.4% 5,505,005 $868.4M
Massachusetts Financial Services Co. 0.26% Add +19.3% 5,489,040 $865.8M
Swiss National Bank 0.59% Reduce -5.6% 5,354,335 $844.6M
Envestnet Asset Management Inc. 0.31% Add +13.1% 5,219,465 $823.3M
Alliancebernstein L.P. 0.28% Reduce -2.3% 5,079,780 $801.3M
HSBC Holdings PLC 0.57% Add +19.4% 5,053,470 $797.0M
Fayez Sarofim & Co 2.31% Reduce -5.3% 4,913,087 $775.0M
Sumitomo Mitsui Trust Group, Inc. 0.51% Reduce -2.3% 4,690,098 $739.8M
PNC Financial Services Group, Inc. 0.44% Reduce -0.3% 4,018,877 $633.9M
Raymond James & Associates 0.42% Add +7.9% 3,968,637 $626.0M
Wellington Management Group LLP 0.11% Reduce -4.7% 3,858,904 $608.7M
FMR LLC 0.04% Reduce -34.4% 3,806,738 $600.5M
California Public Employees Retirement System 0.41% Reduce -7.4% 3,717,919 $586.5M
Bessemer Group Inc. 1.06% Reduce -9.0% 3,713,407 $585.8M
Bank of Montreal 0.18% Reduce -9.4% 3,107,029 $567.8M
Rhumbline Advisers 0.50% Reduce -1.5% 3,284,694 $518.1M
Principal Financial Group Inc. 0.30% Reduce -7.2% 3,186,629 $502.7M
Pacer Advisors, Inc. 1.18% Add +13.0% 3,141,999 $495.6M
Voya Investment Management LLC 0.53% Reduce -3.6% 3,003,530 $473.5M
Stifel Financial Corp. 0.54% Add +7.2% 2,978,320 $469.8M
National Pension Service 0.56% Add +2.4% 2,948,087 $465.0M
First Trust Advisors LP 0.46% Reduce -41.0% 2,868,304 $452.4M
Capital Wealth Planning, LLC 4.80% Add +2.9% 2,844,179 $448.6M
Janus Henderson Group PLC 0.24% Reduce -3.2% 2,752,828 $434.2M
Bahl & Gaynor LLC 2.37% Reduce -1.8% 2,697,616 $425.5M
LPL Financial LLC 0.22% Add +3.8% 2,637,577 $416.1M
Corient Private Wealth LP 0.73% Reduce -1.3% 2,606,271 $410.9M
New York State Common Retirement Fund 0.54% Reduce -0.9% 2,581,451 $407.2M
California State Teachers Retirement System 0.51% Reduce -3.3% 2,573,821 $406.0M
Neuberger Berman Group LLC 0.33% Add +6.6% 2,494,903 $393.5M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.61% Add +2.5% 2,493,413 $393.3M
Credit Suisse AG/ 0.37% Reduce -4.4% 2,445,933 $385.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.52% Add +17.3% 2,394,515 $377.7M
Citigroup Inc. 0.39% Reduce -4.8% 2,297,408 $362.4M
State Board of Administration of Florida Retirement System 0.82% Add +14.0% 2,139,725 $349.1M
US Bancorp \de 0.48% Add +2.7% 2,172,548 $342.7M
Ensign Peak Advisors, Inc 0.62% Reduce -7.7% 2,162,741 $341.2M
DekaBank Deutsche Girozentrale 0.63% Add +9.6% 2,142,159 $335.5M
Renaissance Technologies 0.52% New 2,097,623 $330.9M
BNP Paribas Financial Markets 0.41% Add +62.6% 2,097,092 $330.8M
London Co. of Virginia 1.69% Reduce -1.5% 2,038,808 $321.6M
Truist Financial Corp. 0.49% Reduce -3.6% 2,027,810 $319.9M
Clearbridge Investments, LLC 0.25% Reduce -1.8% 2,025,487 $319.5M
CIBC Private Wealth Group LLC 0.56% Reduce -1.4% 1,808,770 $287.7M
Baird Financial Group, Inc. 0.60% Add +6.3% 1,812,469 $285.9M
HighTower Advisors, LLC 0.46% Add +4.2% 1,797,905 $283.8M
Federated Hermes, Inc. 0.64% Add +29.3% 1,763,611 $278.2M
Raymond James Financial Services Advisors, Inc. 0.41% Add +1.4% 1,746,686 $275.5M
New York State Teachers Retirement System 0.57% Reduce -3.8% 1,746,059 $275.4M
Prudential Financial Inc. 0.38% Reduce -0.1% 1,726,491 $272.3M
Natixis Advisors, LLC 0.60% Add +29.9% 1,659,869 $261.8M
American Century Companies Inc. 0.16% Reduce -9.6% 1,645,951 $259.6M
ProShare Advisors LLC 0.66% Add +6.6% 1,569,418 $247.6M
Mariner, LLC 0.50% Add +2.6% 1,546,243 $243.9M
Cullen Capital Management, LLC 2.68% Add +27.1% 1,526,412 $240.8M
Mackenzie Financial Corp. 0.35% Reduce -5.3% 1,525,836 $240.7M
Brandywine Global Investment Management, LLC 1.75% Add +0.3% 1,522,185 $240.1M
Eagle Asset Management Inc. 1.19% Add +2.4% 1,473,395 $234.4M
Manufacturers Life Insurance Company, The 0.20% Reduce -9.3% 1,349,356 $212.8M
Commonwealth Equity Services, LLC 0.35% Add +0.5% 1,328,235 $209.5M
Victory Capital Management Inc. 0.21% Add +36.5% 1,327,847 $209.5M
King Luther Capital Management Corp. 0.92% Reduce -0.6% 1,287,206 $203.0M
State of Wisconsin Investment Board 0.52% Add +7.8% 1,238,003 $195.3M
Korea Investment CORP 0.49% Reduce -25.7% 1,231,984 $194.3M
ACR Alpine Capital Research, LLC 5.68% Add +15.5% 1,186,600 $187.2M
Public Employees Retirement Association of Colorado 0.80% Reduce -2.3% 1,180,064 $186.1M
Janney Montgomery Scott LLC 0.55% Add +6.5% 1,172,511 $185.0M
TD Asset Management Inc 0.17% Reduce -61.2% 1,124,710 $177.4M
Cerity Partners LLC 0.47% Reduce -26.1% 1,112,766 $176.6M
Glenmede Trust Co. NA 0.88% Reduce -1.2% 1,118,898 $176.5M
Epoch Investment Partners, Inc. 0.78% Reduce -23.1% 1,111,478 $175.3M
M&T Bank Corp 0.61% Reduce -0.1% 1,108,844 $174.9M
Rockefeller Capital Management L.P. 0.50% Reduce -8.0% 1,086,561 $171.4M
Retirement Systems of Alabama 0.65% Reduce -0.4% 1,061,917 $167.5M
Danske Bank A/S 0.53% — 1,061,785 $167.5M
Zacks Investment Management 1.76% Add +4.2% 1,046,840 $165.1M
Toronto Dominion Bank 0.26% Reduce -7.4% 1,045,796 $165.0M
State of New Jersey Common Pension Fund D 0.49% Reduce -0.7% 1,026,389 $161.9M
Russell Investments Group, Ltd. 0.26% Add +5.7% 1,024,731 $161.6M
CANADA LIFE ASSURANCE Co 0.33% Reduce -1.9% 1,021,610 $161.3M
Mitsubishi UFJ Trust & Banking Corp 0.37% Reduce -7.1% 1,011,176 $159.6M
Haverford Trust Co 1.64% Add +4.7% 996,413 $157.2M
Fifth Third Bancorp 0.61% Reduce -2.1% 993,159 $156.7M
Chevy Chase Trust Holdings, LLC 0.50% Reduce -2.5% 977,876 $154.3M
Penserra Capital Management LLC 1.93% Reduce -1.3% 975,131 $153.8M
Captrust Financial Advisors 0.55% Add +8.9% 1,118,956 $150.6M
Aristotle Capital Management, LLC 0.28% New 943,465 $148.8M
Nomura Asset Management Co. Ltd. 0.52% Add +7.5% 906,151 $142.9M
Wealth Enhancement Advisory Services, LLC 0.36% Add +3.4% 889,441 $140.3M
Comerica Bank 0.60% Add +3.2% 882,679 $139.2M
Brandes Investment Partners, LP 1.76% Add +7.2% 867,584 $136.9M
National Bank of Canada 0.23% Add +11.3% 819,322 $135.9M
Regions Financial Corp. 1.01% Add +2.7% 842,660 $132.9M
Aviva PLC 0.44% Reduce -2.2% 826,816 $130.4M
Public Employees Retirement System of Ohio 0.51% Reduce -7.2% 824,210 $130.0M
Empower Advisory Group, LLC 0.49% Add +18.9% 823,188 $129.8M
Asset Management One Co., Ltd. 0.50% Reduce -5.6% 820,265 $129.4M
Royal London Asset Management Ltd. 0.32% Reduce -0.8% 804,040 $126.8M
DAVENPORT & Co LLC 0.79% Add +0.1% 802,448 $126.3M
Confluence Investment Management LLC 1.66% Reduce -1.0% 784,081 $123.7M
Aberdeen Group plc 0.24% Add +1.2% 782,631 $123.5M
Susquehanna International Group, LLP 0.19% Reduce -41.7% 780,422 $123.1M
STRS Ohio 0.49% Reduce -7.6% 773,050 $121.9M
Treasurer of the State of North Carolina 0.53% Add +0.7% 769,260 $121.3M
Stonegate Investment Group, LLC 3.79% Add +1.1% 764,664 $120.6M
Cetera Investment Advisers 0.28% Add +248.7% 749,000 $118.1M
Silvercrest Asset Management Group LLC 0.80% Reduce -0.3% 747,158 $117.9M
Osaic Holdings, Inc. 0.26% Reduce -28.7% 744,051 $117.4M
Johnson Investment Counsel Inc. 1.27% Add +4.5% 741,290 $116.9M
CapitalatWork S.A. 3.85% Add +34.7% 728,884 $115.0M
Keybank National Association 0.47% Reduce -5.1% 723,099 $114.1M
Pictet Asset Management Holding SA 0.12% Reduce -6.0% 709,087 $111.9M
Coho Partners, Ltd. 2.72% Reduce -10.2% 701,648 $110.7M
Commerce Bank 0.72% Reduce -4.3% 691,432 $109.1M
Lazard Freres Gestion S.A.S. 2.67% Add +1.9% 701,928 $108.0M
Westwood Holdings Group Inc. 0.85% Reduce -4.8% 679,554 $107.2M
Schroder Investment Management Group 0.13% Reduce -3.7% 675,119 $106.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.37% Add +0.5% 674,524 $106.4M
State of Tennessee, Department of Treasury 0.39% Reduce -1.0% 661,793 $104.4M
OMERS ADMINISTRATION Corp 1.19% No change 659,800 $104.1M
Blair William & Co. 0.32% Add +2.5% 652,380 $102.9M
CIBC Asset Management Inc 0.35% Add +11.5% 647,156 $102.1M
Capital Advisors Inc. 2.18% Add +22.4% 645,160 $101.8M
First Financial Bankshares Inc 2.26% Add +0.6% 637,132 $100.5M
Homestead Advisers Corp 2.35% Reduce -0.2% 637,005 $100.3M
Cincinnati Insurance Co. 1.65% No change 635,961 $100.3M
Mirae Asset Global Investments Co., Ltd. 0.22% Add +31.7% 638,598 $100.0M
MML Investors Services, LLC 0.41% Add +7.0% 626,707 $98.9M
Resona Asset Management Co.,Ltd. 0.57% — 609,301 $96.1M
Sei Investments Co. 0.14% Add +24.7% 607,709 $95.9M
AQR Capital Management 0.16% Reduce -26.9% 607,253 $95.6M
Everett Harris & Co. 1.25% Add +2.3% 594,496 $93.8M
Northwestern Mutual Wealth Management Co. 0.09% Reduce -1.5% 578,809 $91.3M
Robeco Institutional Asset Management B.V. 0.20% Reduce -0.6% 573,389 $90.4M
Oppenheimer Asset Management Inc. 1.32% Add +3.6% 572,353 $90.3M
Bank of Nova Scotia 0.18% Reduce -10.3% 567,900 $89.5M
Creative Planning 0.10% Add +5.7% 559,369 $88.2M
Canada Pension Plan Investment Board 0.09% Add +10.9% 554,754 $87.5M
Ferguson Wellman Capital Management, Inc. 1.77% Add +1.7% 549,089 $86.6M
Swedbank AB 0.12% Reduce -0.4% 546,033 $86.1M
Adams Natural Resources Fund, Inc. 12.05% Add +2.8% 541,671 $85.4M
Qube Research & Technologies Ltd 0.15% Add +498.6% 538,267 $84.9M
Mercer Global Advisors Inc. 0.24% Add +16.6% 536,896 $84.8M
Jane Street Group, LLC 0.11% Reduce -39.2% 536,427 $84.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.05% Add +3.6% 535,452 $84.5M
Allianz Asset Management GmbH 0.14% Reduce -26.2% 534,243 $84.3M
American International Group, Inc. 0.30% Reduce -1.9% 526,467 $83.0M
Citadel Advisors 0.08% Reduce -82.5% 524,411 $82.7M
Bartlett & Co. Wealth Management LLC 1.27% Add +15.2% 523,045 $82.5M
Bank Julius Baer & Co. Ltd, Zurich 0.32% Add +6.1% 527,539 $82.3M
AEGON ASSET MANAGEMENT UK Plc 1.23% Reduce -5.1% 521,232 $82.2M
Calamos Advisors LLC 0.59% Reduce -7.3% 520,387 $82.1M
Arizona State Retirement System 0.56% Add +0.5% 513,080 $80.9M
Advisors Capital Management, LLC 1.47% Add +7.8% 507,561 $80.1M
Nisa Investment Advisors, LLC 0.52% Reduce -4.7% 506,860 $80.0M
Huntington National Bank 0.86% Reduce -2.4% 505,797 $79.8M
Fort Washington Investment Advisors Inc. 0.51% Reduce -0.2% 499,655 $78.8M
Old Republic International Corp. 3.00% No change 483,300 $76.2M
Two Sigma Advisers, LP 0.18% New 480,263 $75.8M
State of Michigan Retirement System 0.40% Reduce -1.1% 475,215 $75.0M
Focus Partners Wealth 0.61% Add +37.5% 474,916 $74.9M
NewEdge Advisors, LLC 0.65% Add +4.1% 471,782 $74.4M
Cullen/Frost Bankers, Inc. 1.09% Reduce -1.4% 465,287 $73.4M
Cibc World Market Inc. 0.19% Add +33.3% 462,342 $72.9M
Nordea Investment Management AB 0.09% Add +5.0% 456,807 $71.9M
Cambridge Investment Research Advisors, Inc. 0.28% Add +3.3% 455,401 $71.8M
Kornitzer Capital Management Inc. 1.32% Add +0.4% 454,651 $71.7M
Douglas Lane & Associates, LLC 1.00% Add +4.7% 450,594 $71.1M
Beacon Pointe Advisors, LLC 0.79% Reduce -1.8% 450,410 $71.0M
Pinebridge Investments, L.P. 0.56% Add +1.9% 449,347 $70.9M
Gateway Investment Advisers LLC 0.81% Reduce -7.9% 449,200 $70.9M
Quilter Plc 1.63% Add +3.9% 436,761 $68.9M
CI Investments Inc. 0.27% Add +110.6% 429,828 $67.8M
Rafferty Asset Management, LLC 0.25% Reduce -14.9% 429,154 $67.7M
Empowered Funds, LLC 1.22% Add +5.4% 429,000 $67.7M
Los Angeles Capital Management LLC 0.23% Reduce -53.9% 425,943 $67.2M
Varma Mutual Pension Insurance Co 0.58% Add +535.9% 425,400 $67.1M
GMO 0.24% Add +0.7% 420,737 $66.4M
Cibc World Markets Corp. 0.43% Reduce -3.8% 418,497 $66.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.45% Add +24.8% 417,323 $65.8M
Clark Capital Management Group, Inc. 0.49% Add +2.7% 415,020 $65.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.17% Reduce -1.6% 406,945 $64.2M
MetLife Investment Management, LLC 0.43% Reduce -4.6% 405,855 $64.0M
Welch & Forbes LLC 0.88% Add +3.5% 404,977 $63.9M
Staley Capital Advisers Inc. 2.97% Add +0.2% 403,504 $63.6M
Factory Mutual Insurance Co. 0.73% Reduce -3.3% 402,000 $63.4M
Jennison Associates LLC 0.04% Reduce -50.4% 401,922 $63.4M
DNB Asset Management AS 0.33% Add +0.0% 400,650 $63.2M
Ceredex Value Advisors LLC 1.10% Reduce -9.3% 398,458 $62.9M
Worldquant Millennium Advisors LLC 0.77% Add +205.5% 396,512 $62.5M
Congress Asset Management Co. 0.45% Add +8.6% 395,708 $62.4M
UMB Bank, n.a. 0.99% Reduce -1.8% 394,899 $62.3M
Connor, Clark & Lunn Investment Management Ltd. 0.27% Add +99.1% 390,584 $61.6M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 2.19% No change 383,995 $60.6M
Berkshire Asset Management LLC 3.18% Reduce -0.4% 380,589 $60.0M
Cambiar Investors LLC 2.21% Add +25.9% 376,861 $59.4M
Whittier Trust Co. 0.86% Add +0.1% 374,366 $59.1M
Welch Group, LLC 2.92% Add +5.1% 372,870 $58.8M
Guggenheim Capital LLC 0.41% Reduce -11.7% 368,233 $58.1M
United Services Automobile Association 1.42% Add +598.3% 367,000 $57.9M
IFM Investors Pty Ltd 0.63% Reduce -1.1% 364,712 $57.5M
Macquarie Group Ltd. 0.07% Add +5.6% 364,548 $57.5M
Evercore Wealth Management, LLC 0.90% Add +5.6% 364,316 $57.5M
Edgar Lomax Co. 3.53% Reduce -10.7% 362,177 $57.1M
Peapack Gladstone Financial Corp. 0.89% Reduce -0.4% 360,336 $56.8M
AXA S.A. 0.17% Reduce -7.5% 359,027 $56.6M
Texas Permanent School Fund Corp. 0.45% Reduce -1.1% 358,618 $56.6M
Amalgamated Bank 0.48% Reduce -15.3% 357,114 $56.3M
AE Wealth Management LLC 0.63% Reduce -35.8% 353,397 $55.7M
Arrowstreet Capital, Limited Partnership 0.05% New 353,014 $55.7M
Gabelli Funds LLC 0.41% Add +1.2% 349,050 $55.1M
D.A. Davidson & Co. 0.49% Add +6.2% 346,716 $54.7M
Border to Coast Pensions Partnership Ltd 1.21% No change 345,085 $54.4M
RNC Capital Management LLC 3.05% Reduce -5.5% 339,172 $53.5M
Bradley Foster & Sargent Inc. 0.96% Add +0.3% 338,366 $53.4M
Capital Group Private Client Services, Inc. 0.54% Reduce -40.8% 337,956 $53.3M
Signature Estate & Investment Advisors LLC 1.49% Add +16.4% 334,778 $52.8M
KCM Investment Advisors LLC 1.94% Add +2.5% 331,550 $52.3M
Clifford Swan Investment Counsel LLC 1.93% Reduce -1.4% 329,304 $51.9M
Teacher Retirement System of Texas 0.33% Reduce -36.1% 326,218 $51.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.06% Add +194.3% 321,794 $50.8M
Ossiam 0.89% Add +4198.3% 321,640 $50.7M
Groupama Asset Managment 0.93% Reduce -15.4% 278,707 $50.6M
Steward Partners Investment Advisory, LLC 0.56% Add +19.5% 319,321 $50.4M
Millennium Management 0.04% Reduce -70.1% 318,842 $50.3M
William Blair Investment Management, LLC 0.13% Add +1.2% 317,976 $50.2M
Kestra Advisory Services, LLC 0.34% Add +15.7% 317,069 $50.0M
Ancora Advisors LLC 1.14% Add +3.4% 315,723 $49.8M
Vaughan David Investments LLC 1.23% Add +2.0% 313,030 $49.4M
Stock Yards Bank & Trust Co. 1.63% Reduce -3.5% 312,796 $49.3M
MassMutual Private Wealth & Trust, FSB 1.52% Add +5.0% 308,752 $48.7M
Yousif Capital Management, LLC 0.54% Reduce -0.8% 308,396 $48.6M
Financial Counselors Inc. 0.81% Add +8.6% 305,983 $48.3M
Cresset Asset Management, LLC 0.23% Add +12.0% 305,839 $48.2M
Czech National Bank 0.62% Reduce -0.8% 305,178 $48.1M
Allspring Global Investments Holdings, LLC 0.07% Reduce -21.1% 303,936 $47.9M
Utah Retirement Systems 0.55% Add +0.1% 298,727 $47.1M
Waters Parkerson & Co., LLC 2.42% Reduce -0.1% 298,437 $47.1M
Sapient Capital LLC 1.03% Reduce -20.4% 295,996 $46.7M
Public Sector Pension Investment Board 0.33% Add +9.7% 288,625 $45.5M
State of Alaska, Department of Revenue 0.52% Reduce -3.5% 287,342 $45.3M
Moore Capital Management, LP 0.96% New 285,000 $45.0M
Stack Financial Management, Inc 4.11% Add +31.2% 283,936 $44.8M
Capital Investment Advisors, LLC 1.04% Add +2.5% 283,896 $44.8M
United Capital Financial Advisors, LLC 0.37% Reduce -8.0% 281,739 $44.4M
Vest Financial, LLC 1.15% Add +4.5% 274,799 $43.3M
Pathstone Holdings, LLC 0.20% Add +8.6% 271,002 $42.7M
Rathbones Group PLC 0.25% Add +1.6% 270,704 $42.7M
InterOcean Capital Group, LLC 1.02% Add +27.5% 270,072 $42.6M
Mediolanum International Funds Ltd 0.68% — 267,594 $41.8M
Davidson Investment Advisors 2.16% Add +1.9% 263,681 $41.6M
Envestnet Portfolio Solutions, Inc. 0.16% Add +29.8% 262,029 $41.3M
Tocqueville Asset Management L.P. 0.67% Add +22.8% 260,401 $41.1M
Cwm, LLC 0.20% Add +6.8% 260,045 $41.0M
Manning & Napier Group, LLC 0.51% Reduce -8.0% 256,740 $40.5M
Assenagon Asset Management S.A. 0.11% Reduce -54.7% 254,463 $40.1M
Gradient Investments LLC 0.93% Add +6.7% 253,375 $40.0M
Schwartz Investment Counsel Inc. 1.45% Reduce -3.1% 252,267 $39.8M
Donaldson Capital Management, LLC 1.65% Reduce -0.1% 251,512 $39.7M
Rossmore Private Capital 5.16% Reduce -0.1% 250,093 $39.4M
Daiwa Securities Group Inc. 0.23% Add +5.1% 249,039 $39.3M
Jefferies Financial Group Inc. 0.86% Reduce -2.6% 248,084 $39.1M
LSV Asset Management 0.08% Reduce -5.2% 246,949 $39.0M
Empire Life Investments Inc. 2.38% Reduce -3.1% 245,787 $38.8M
Becker Capital Management Inc. 1.32% Add +2.6% 242,797 $38.3M
Foundation Resource Management Inc. 5.98% Add +1.1% 241,177 $38.0M
QRG Capital Management, Inc. 0.48% Add +11.6% 240,652 $38.0M
Xponance LLC 0.40% Add +6.8% 240,011 $37.9M
Glenview Trust Co 0.81% Add +4.0% 238,553 $37.6M
Howland Capital Management LLC 1.81% Add +18.5% 238,298 $37.6M
New York Life Investment Management LLC 0.37% Reduce -4.8% 237,265 $37.4M
TD Waterhouse Canada Inc. 0.28% Add +3.7% 210,143 $37.0M
Great Lakes Advisors, LLC 0.31% Reduce -0.9% 233,239 $36.8M
Advisors Asset Management, Inc. 0.71% Reduce -7.5% 232,970 $36.7M
Atria Investments, Inc 0.51% Add +9.1% 232,645 $36.7M
Synovus Financial Corp. 0.47% Add +1.7% 231,117 $36.5M
Nissay Asset Management Corp. /Japan 0.25% Reduce -1.9% 229,884 $36.3M
Private Advisor Group, LLC 0.26% Add +1.6% 229,076 $36.1M
SG Americas Securities, LLC 0.19% Add +890.7% 228,502 $36.0M
Wesbanco Bank Inc. 1.36% Add +16.6% 227,996 $36.0M
Mutual of America Capital Management LLC 0.39% Reduce -3.2% 227,404 $35.9M
Meyer Handelman Co. 1.24% Reduce -6.2% 224,914 $35.5M
HM Payson & Co. 0.65% Reduce -28.6% 221,758 $35.0M
Villere St Denis J & Co. LLC 2.84% Reduce -1.2% 220,851 $34.8M
ZWJ Investment Counsel Inc. 1.58% Add +7.8% 219,966 $34.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.23% Add +2.5% 214,156 $33.8M
Bokf, NA 0.61% Add +11.7% 210,052 $33.4M
Connectus Wealth, LLC 0.90% Add +2.3% 210,814 $33.3M
Woodley Farra Manion Portfolio Management Inc. 1.83% Add +1.6% 210,623 $33.2M
Swiss Life Asset Management Ltd 0.46% Reduce -19.3% 209,859 $33.1M
GW Henssler & Associates Ltd. 1.94% Add +2.4% 209,247 $33.0M
Teachers Retirement System of the State of Kentucky 0.30% Reduce -23.2% 209,062 $33.0M
Avity Investment Management Inc. 2.70% Add +1.8% 206,410 $32.6M
Brown Advisory Inc. 0.04% Add +0.5% 204,619 $32.3M
Guyasuta Investment Advisors Inc. 2.34% Reduce -0.3% 215,908 $32.2M
Park National Corp. 1.23% Reduce -1.7% 202,909 $32.0M
Pinnacle Financial Partners Inc 0.69% Add +2.5% 202,724 $32.0M
Private Wealth Partners, LLC 2.55% Add +4.9% 202,535 $31.9M
Sabal Trust CO 1.82% Reduce -0.8% 198,180 $31.3M
Mesirow Financial Investment Management, Inc. 0.71% Add +4.1% 197,822 $31.2M
Tiaa Trust, National Association 0.10% Add +0.3% 197,708 $31.2M
Deroy & Devereaux Private Investment Counsel Inc. 1.90% Reduce -1.4% 197,128 $31.1M
U.S. Capital Wealth Advisors, LLC 1.21% Reduce -0.1% 195,748 $30.9M
Townsquare Capital LLC 0.45% Add +15.4% 195,680 $30.9M
Thrivent Financial for Lutherans 0.06% Add +16.0% 194,948 $30.8M
MAI Capital Management 0.32% Add +46.9% 191,719 $30.2M
Cannell & Spears LLC 0.62% New 191,544 $30.2M
Deprince Race & Zollo Inc. 0.65% Reduce -1.0% 191,148 $30.2M
Elo Mutual Pension Insurance Co 0.70% Add +20.1% 190,251 $30.0M
Raymond James Trust N.A. 0.72% Add +1.1% 189,391 $29.9M
Badgley Phelps Wealth Managers, LLC 0.75% Reduce -3.5% 188,979 $29.8M
Fiduciary Trust Co 0.46% Add +1.2% 188,736 $29.8M
Cullinan Associates Inc. 1.66% Add +0.8% 188,197 $29.7M
Argent Trust Co 1.33% Reduce -0.2% 187,937 $29.6M
Squarepoint Ops LLC 0.12% Reduce -71.2% 187,239 $29.5M
Atria Wealth Solutions, Inc. 0.33% Add +5.3% 186,821 $29.5M
Insight Wealth Strategies, LLC 4.32% Add +1.2% 186,676 $29.4M
Country Trust Bank 0.76% Add +13.3% 186,675 $29.4M
Banque Pictet & Cie SA 0.31% Reduce -6.4% 186,630 $29.4M
Poplar Forest Capital LLC 3.94% Add +5.9% 185,882 $29.3M
Dodge & Cox 0.02% Reduce -1.4% 185,338 $29.2M
FIL Ltd 0.03% Add +192.4% 184,962 $29.2M
AlTi Global, Inc. 0.81% Add +1.2% 184,405 $29.1M
Crawford Investment Counsel Inc. 0.54% Add +10.3% 184,224 $29.1M
Logan Capital Management Inc. 1.24% Add +10.6% 184,152 $29.0M
Solus Alternative Asset Management LP 9.88% No change 183,905 $29.0M
USS Investment Management Ltd 0.24% No change 183,900 $29.0M
Argent Capital Management LLC 0.84% Add +20.8% 182,683 $28.8M
NorthCrest Asset Manangement, LLC 0.97% Reduce -10.1% 180,249 $28.4M
Whittier Trust Co. of Nevada Inc. 0.82% Add +2.2% 180,239 $28.4M
American Assets Investment Management, LLC 2.70% No change 180,000 $28.4M
Ilmarinen Mutual Pension Insurance Co 0.34% Reduce -9.9% 179,000 $28.2M
CapWealth Advisors, LLC 3.14% Reduce -0.5% 177,475 $28.0M
Illinois Municipal Retirement Fund 0.43% Reduce -2.9% 176,659 $27.9M
Oppenheimer & Co. Inc. 0.46% Add +5.4% 174,944 $27.6M
Van Eck Associates Corp. 0.04% Reduce -0.3% 173,620 $27.4M
FUKOKU MUTUAL LIFE INSURANCE Co 2.15% No change 172,685 $27.2M
Pinnacle Associates Ltd. 0.43% Add +0.7% 172,093 $27.1M
CENTRAL TRUST Co 0.67% Reduce -1.6% 171,370 $27.0M
Stephens Inc. 0.41% Add +1.5% 169,591 $26.8M
Verity & Verity, LLC 2.98% Add +24.7% 169,533 $26.7M
KBC Group NV 0.09% Reduce -66.3% 169,456 $26.7M
Prime Capital Investment Advisors, LLC 0.37% Reduce -22.5% 169,333 $26.7M
Foundry Partners, LLC 1.41% Add +3.4% 167,933 $26.5M
Vontobel Holding Ltd. 0.21% Reduce -6.2% 165,594 $26.1M
Madison Asset Management, LLC 0.32% Reduce -7.7% 163,650 $25.8M
Orion Porfolio Solutions, LLC 0.28% New 163,463 $25.8M
Orion Portfolio Solutions, LLC 0.28% New 163,463 $25.8M
Independent Advisor Alliance 0.92% Add +2.9% 162,422 $25.6M
O'shaughnessy Asset Management, LLC 0.28% Add +25.5% 161,351 $25.5M
Associated Banc-Corp 0.81% Reduce -1.4% 161,256 $25.4M
Heritage Investors Management Corp. 0.89% Add +1.5% 159,536 $25.2M
Busey Bank 0.89% Reduce -14.7% 159,109 $25.1M
Tidal Investments LLC 0.43% Add +35.2% 158,849 $25.0M
Gulf International Bank (UK) Ltd 0.63% Add +0.3% 158,160 $24.9M
First National Trust Co 0.98% Add +3.6% 152,891 $24.1M
Anchor Capital Advisors LLC 0.63% Reduce -2.8% 151,512 $23.9M
Alps Advisors Inc. 0.17% Reduce -2.1% 151,127 $23.8M
CW Advisors, LLC 0.41% Add +9.3% 150,686 $23.8M
NFJ Investment Group, LLC 0.65% New 150,209 $23.7M
Pacific Heights Asset Management LLC 1.94% No change 150,000 $23.7M
Oregon Public Employees Retirement Fund 0.46% Add +8.1% 148,215 $23.4M
Advisory Services Network, LLC 0.52% Add +0.7% 148,015 $23.3M
Nomura Holdings Inc. 0.19% Reduce -54.0% 147,503 $23.3M
Kestra Private Wealth Services, LLC 0.52% Add +3.9% 144,910 $22.9M
Hemenway Trust Co LLC 1.98% Add +23.1% 144,638 $22.8M
Avantax Advisory Services, Inc. 0.20% Reduce -9.7% 142,692 $22.5M
Florida Trust Wealth Management Co 0.77% Add +4.7% 142,609 $22.5M
Martingale Asset Management L P 0.45% Reduce -42.4% 142,128 $22.4M
Meiji Yasuda Asset Management Co Ltd. 0.95% Add +22.4% 141,821 $22.4M
Boston Trust Walden Corp 0.16% Reduce -2.2% 139,174 $22.0M
Valley Wealth Managers, Inc. 1.64% Add +0.9% 138,155 $21.8M
Eastern Bank 0.91% Reduce -3.5% 138,072 $21.8M
Credit Agricole S A 0.37% Add +51.4% 137,956 $21.7M
Carnegie Investment Counsel 0.67% Add +12.8% 137,118 $21.6M
Hyman Charles D 1.19% Add +0.3% 137,014 $21.6M
Rothschild Investment LLC 1.54% Add +0.3% 134,638 $21.2M
Maryland State Retirement & Pension System 0.42% Add +0.6% 134,809 $21.0M
Annex Advisory Services, LLC 0.74% Add +26.2% 132,792 $20.9M
HB Wealth Management, LLC 0.26% Add +1.9% 132,718 $20.9M
Prospera Financial Services Inc 0.62% Add +4.9% 132,652 $20.9M
BLB&B Advisors, LLC 1.18% Add +0.8% 132,162 $20.8M
Braun Stacey Associates Inc. 0.82% Add +0.7% 132,108 $20.8M
Kentucky Retirement Systems 0.62% Reduce -6.2% 131,719 $20.8M
Vanguard Personalized Indexing Management, LLC 0.44% Add +17.4% 131,247 $20.7M
LMCG Investments, LLC 1.22% Reduce -0.5% 131,164 $20.7M
Lowe Brockenbrough & Co. Inc. 1.40% Add +9.5% 131,119 $20.7M
Wealthfront Advisers LLC 0.07% Add +0.8% 130,902 $20.6M
B. Riley Wealth Advisors, Inc. 0.56% Reduce -3.8% 121,825 $20.5M
CTC LLC 0.34% Reduce -26.1% 129,787 $20.5M
Williams Jones Wealth Management, LLC. 0.26% Reduce -5.0% 129,475 $20.4M
Assetmark, Inc. 0.07% Add +8.7% 128,575 $20.3M
Dakota Wealth Management 0.51% Add +39.2% 128,204 $20.2M
Guinness Asset Management LTD 0.42% Reduce -6.1% 128,207 $20.2M
Obermeyer Wealth Partners 1.19% Reduce -1.5% 127,884 $20.2M
Essex Bank 5.85% No change 134,898 $20.1M
Managed Asset Portfolios, LLC 2.93% Add +198.3% 127,417 $20.1M
Maple Capital Management, Inc. 1.82% Add +6.5% 127,151 $20.1M
DDD Partners, LLC 2.45% Add +153.3% 126,921 $20.0M
Morningstar Investment Services LLC 0.22% Reduce -49.4% 127,556 $19.9M
Capital International, Inc. 0.27% Add +11.7% 125,640 $19.8M
Abner Herrman & Brock LLC 2.44% Reduce -4.8% 124,052 $19.6M
CHURCHILL MANAGEMENT Corp 0.24% Reduce -0.3% 123,982 $19.6M
Rwa Wealth Partners, LLC 0.26% Add +0.4% 123,310 $19.5M
United Bank 2.32% Reduce -2.5% 123,294 $19.4M
Farmers & Merchants Investments Inc. 0.66% Reduce -0.5% 123,178 $19.4M
SVB Wealth LLC 0.43% Add +86.4% 121,781 $19.2M
Janney Capital Management LLC 1.28% Reduce -3.2% 121,681 $19.2M
Twinbeech Capital LP 0.39% New 121,060 $19.1M
Absher Wealth Management, LLC 2.64% Add +18.2% 120,779 $19.1M
Crewe Advisors LLC 2.22% New 120,618 $19.0M
Certuity, LLC 1.68% Add +0.8% 120,103 $18.9M
Northeast Investment Management 0.93% Reduce -1.5% 120,063 $18.9M
Jones Financial Companies LLLP 0.03% Add +15.2% 119,753 $18.9M
Hoylecohen, LLC 1.44% Add +0.1% 119,711 $18.9M
Godsey & Gibb, Inc. 1.98% Add +1.9% 119,435 $18.8M
Canal Insurance CO 4.84% No change 119,240 $18.8M
Applied Finance Capital Management, LLC 1.32% Add +13.2% 119,161 $18.8M
F&V Capital Management, LLC 5.53% Add +1.7% 118,946 $18.8M
Grandfield & Dodd, LLC 1.17% Add +0.4% 117,502 $18.5M
Daiichi Life Insurance Co., Ltd. 0.41% Reduce -21.7% 116,560 $18.4M
Icon Wealth Advisors, LLC 1.71% Reduce -1.6% 116,456 $18.4M
Smith Salley Wealth Management 1.41% Reduce -33.4% 115,302 $18.2M
Fort Pitt Capital Group, LLC 0.56% Add +8.0% 114,539 $18.1M
Cantor Fitzgerald Investment Advisors L.P. 1.34% Reduce -2.1% 114,143 $18.0M
Buckley Wealth Management, LLC 5.76% Reduce -0.1% 113,928 $18.0M
Community Trust & Investment Co. 1.26% Add +4.5% 113,911 $18.0M
Ar Asset Management Inc. 4.41% No change 113,304 $17.9M
Two Sigma Securities, LLC 0.87% Add +1320.7% 113,256 $17.9M
Wedbush Securities Inc. 0.67% Reduce -3.7% 113,197 $17.9M
Banco Santander, S.A. 0.22% Reduce -18.6% 113,193 $17.9M
Parallel Advisors, LLC 0.48% Add +0.2% 113,047 $17.8M
Point72 Europe (London) LLP 1.66% Add +47.7% 112,863 $17.8M
Cambridge Trust Co. 0.67% Reduce -3.5% 112,196 $17.7M
Alpha Cubed Investments, LLC 0.92% Add +70.1% 112,146 $17.7M
Hartford Investment Management Co. 0.62% Reduce -5.3% 112,028 $17.7M
First National Bank of Omaha 1.21% Reduce -19.0% 105,545 $17.7M
Vantage Wealth 4.12% Reduce -9.9% 111,921 $17.7M
Boston Family Office LLC 1.27% Add +0.5% 111,860 $17.6M
Kayne Anderson Rudnick Investment Management LLC 0.04% Reduce -0.1% 111,682 $17.6M
Kanawha Capital Management LLC 1.40% Add +3.3% 110,973 $17.5M
Bollard Group LLC 0.53% Add +2.7% 110,414 $17.4M
First Foundation Advisors 0.69% Reduce -7.4% 109,955 $17.3M
First Citizens Bank & Trust Co. 0.33% Add +94.2% 109,868 $17.3M
Lido Advisors, LLC 0.16% Reduce -0.9% 109,613 $17.3M
Foundations Investment Advisors, LLC 0.45% Add +5.8% 109,561 $17.3M
Exchange Traded Concepts, LLC 0.45% Add +0.0% 109,462 $17.3M
Woodmont Investment Counsel LLC 1.45% Add +5.0% 109,395 $17.3M
Moody LYNN Lieberson & Walker, LLC 1.16% Add +9.0% 109,253 $17.2M
RPG Investment Advisory, LLC 2.58% Reduce -1.5% 109,081 $17.2M
Benjamin F. Edwards & Company, Inc. 0.31% Reduce -6.0% 108,884 $17.2M
SpiderRock Advisors, LLC 0.56% — 110,243 $17.1M
Todd Asset Management LLC 0.34% Reduce -41.1% 106,883 $16.9M
Country Club Bank 1.19% Reduce -0.8% 106,809 $16.8M
Allworth Financial LP 0.12% Add +10.7% 106,533 $16.8M
Alley Investment Management Company, LLC 2.30% Add +0.2% 105,746 $16.7M
Integrated Wealth Concepts LLC 0.24% Add +3.0% 105,636 $16.7M
Axxcess Wealth Management, LLC 0.47% Add +10.8% 105,050 $16.6M
Fidelity National Financial, Inc. 0.33% New 105,000 $16.6M
Talbot Financial, LLC 2.22% Add +4.5% 104,990 $16.6M
Trust Co. of Vermont 0.92% Add +42.7% 104,713 $16.5M
Wolverine Trading, LLC 0.17% Add +159.5% 104,432 $16.5M
Mirador Capital Partners LP 3.14% Add +6.5% 104,428 $16.5M
Schaper Benz & Wise Investment Counsel Inc. 1.37% Add +1.3% 104,302 $16.5M
First Long Island Investors, LLC 1.37% Reduce -0.7% 104,284 $16.4M
Kingsview Wealth Management, LLC 0.41% Add +15.1% 104,018 $16.4M
Sequoia Financial Advisors, LLC 0.20% Add +53.7% 103,986 $16.4M
Callahan Advisors, LLC 1.72% Reduce -1.6% 103,936 $16.4M
Dynamic Advisor Solutions LLC 0.55% Add +9.1% 103,715 $16.4M
TruWealth Advisors, LLC 1.14% Reduce -34.3% 103,268 $16.3M
M&G PLC 0.11% — 103,041 $16.3M
Old National Bancorp 0.39% Reduce -0.5% 103,169 $16.3M
EP Wealth Advisors, LLC 0.19% Add +3.9% 103,084 $16.3M
FourThought Financial Partners, LLC 1.85% Add +58.6% 102,432 $16.2M
Securian Asset Management, Inc. 0.47% Reduce -8.1% 102,157 $16.1M
Telos Capital Management, Inc. 1.80% Add +5.7% 101,247 $16.0M
Venture Visionary Partners LLC 0.76% Add +3.0% 101,108 $15.9M
Louisiana State Employees Retirement System 0.31% Reduce -4.8% 101,000 $15.9M
Mengis Capital Management, Inc. 2.46% Add +4.1% 100,581 $15.9M
Savoie Capital LLC 2.21% Add +3.3% 100,475 $15.8M
Vident Advisory, LLC 0.33% Add +1.4% 100,316 $15.8M
Castle Rock Wealth Management, LLC 4.32% Add +3.5% 99,125 $15.8M
Exencial Wealth Advisors, LLC 0.59% Reduce -0.9% 100,258 $15.8M
Parsons Capital Management Inc. 1.08% Add +21.7% 100,018 $15.8M
Bar Harbor Wealth Management 1.05% Reduce -2.5% 99,426 $15.7M
Bridgeway Capital Management, LLC 0.32% Add +10.5% 99,316 $15.7M
Stewart & Patten Co. LLC 2.34% Add +0.4% 99,187 $15.6M
National Mutual Insurance Federation of Agricultural Cooperatives 0.17% No change 99,000 $15.6M
Wilbanks Smith & Thomas Asset Management LLC 0.44% Add +3.6% 98,709 $15.6M
Curi Capital, LLC 0.36% Add +13.8% 98,588 $15.6M
Highland Capital Management, LLC 0.89% Reduce -0.6% 97,996 $15.5M
Quantinno Capital Management LP 0.34% Add +79.0% 97,953 $15.5M
First Horizon Advisors, Inc. 0.48% Reduce -2.3% 97,456 $15.4M
Beese Fulmer Investment Management, Inc. 1.44% Add +3.6% 97,291 $15.3M
Moors & Cabot, Inc. 0.83% Reduce -0.3% 97,277 $15.3M
LVM Capital Management Ltd. 1.80% Add +4.9% 96,379 $15.2M
Hantz Financial Services, Inc. 0.30% Reduce -6.0% 96,277 $15.2M
Richard C. Young & CO., LTD. 1.90% Add +1.1% 95,728 $15.1M
TCV Trust & Wealth Management, Inc. 1.44% Reduce -2.0% 95,548 $15.1M
Thompson Siegel & Walmsley LLC 0.23% Reduce -0.8% 95,529 $15.1M
Ieq Capital, LLC 0.21% Add +24.5% 94,457 $14.9M
Hancock Whitney Corp. 0.51% Reduce -2.1% 93,794 $14.8M
Wilmington Savings Fund Society, FSB 0.57% — 93,449 $14.7M
Motco 0.88% Add +3.5% 93,088 $14.7M
Lincoln National Corp. 0.23% Add +11.6% 92,649 $14.6M
Americana Partners, LLC 1.22% Add +1.3% 92,475 $14.6M
Palisade Asset Management, LLC 1.42% Add +0.3% 92,386 $14.6M
Fulton Breakefield Broenniman LLC 1.12% Add +6.1% 92,382 $14.6M
LGT Group Foundation 0.34% Add +0.1% 91,092 $14.4M
Miramar Capital, LLC 3.63% Add +0.4% 88,275 $14.4M
Levin Capital Strategies, L.P. 1.45% Add +87.6% 90,909 $14.3M
Spirit of America Management Corp. 2.89% Reduce -6.0% 90,890 $14.3M
Daymark Wealth Partners, LLC 0.77% Add +3.2% 188,146 $14.3M
SlateStone Wealth, LLC 1.44% Add +61.7% 90,718 $14.3M
NBT Bank, N.A. 1.04% Reduce -2.5% 90,110 $14.2M
Mutual Advisors, LLC 0.46% Add +5.9% 90,018 $14.2M
Adams Diversified Equity Fund, Inc. 0.50% New 89,500 $14.1M
Ziegler Capital Management, LLC 0.53% Reduce -10.7% 89,010 $14.1M
Balyasny Asset Management L.P. 0.04% Reduce -52.0% 88,978 $14.0M
Stonebridge Capital Advisors LLC 1.26% Add +6.7% 88,564 $14.0M
Profund Advisors LLC 0.54% Reduce -24.6% 88,553 $14.0M
New Mexico Educational Retirement Board 0.50% Reduce -4.5% 88,416 $13.9M
Goelzer Investment Management, Inc. 0.78% Reduce -2.5% 87,613 $13.8M
Franklin Street Advisors Inc. 1.02% Reduce -0.7% 87,229 $13.8M
SouthState Bank Corp 1.07% Add +4.1% 87,075 $13.7M
Estabrook Capital Management 2.13% Add +0.5% 87,027 $13.7M
Metis Global Partners, LLC 0.50% Reduce -2.1% 86,472 $13.6M
TCW Group Inc. 0.14% Reduce -3.4% 86,407 $13.6M
Simmons Bank 1.02% Reduce -8.4% 86,070 $13.6M
Bridges Investment Management Inc. 0.42% Reduce -3.5% 85,987 $13.6M
Dupont Capital Management Corp. 1.12% Reduce -6.0% 85,619 $13.5M
Savant Capital, LLC 0.15% Add +4.5% 85,447 $13.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.15% Reduce -12.9% 84,929 $13.3M
Segall Bryant & Hamill, LLC 0.25% Reduce -28.7% 84,035 $13.3M
MainStreet Investment Advisors LLC 1.59% Reduce -3.2% 83,987 $13.2M
First American Bank 1.00% Add +1.2% 83,768 $13.2M
Burton Enright Welch 3.18% Reduce -0.0% 83,710 $13.2M
CSM Advisors, LLC 0.86% Add +0.4% 82,811 $13.1M
First Nebraska Trust Co 1.35% Add +20.4% 82,734 $13.1M
Carret Asset Management, LLC 1.53% Add +2.1% 82,532 $13.0M
Linscomb Wealth, Inc. 0.67% Reduce -1.5% 82,150 $13.0M
Bayesian Capital Management, LP 1.24% Add +316.3% 81,996 $12.9M
General American Investors Co. Inc. 0.96% No change 81,991 $12.9M
United Asset Strategies, Inc. 1.29% Add +10.4% 81,834 $12.9M
Park Avenue Securities LLC 0.17% Add +2.5% 81,500 $12.9M
Scotia Capital Inc. 0.08% Add +4.8% 81,442 $12.8M
Nicholas Investment Partners, LP 1.45% No change 81,350 $12.8M
GYL Financial Synergies, LLC 1.00% Add +1.4% 80,849 $12.8M
Cornerstone Advisors, LLC 0.53% Add +1.3% 80,500 $12.7M
Southeast Asset Advisors, LLC 1.53% Add +2.7% 80,390 $12.7M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.13% Reduce -0.6% 78,158 $12.7M
Bryn Mawr Trust Advisors, LLC 0.72% Add +3.8% 82,175 $12.6M
Flputnam Investment Management Co. 0.27% Add +15.8% 80,121 $12.6M
Barings LLC 0.32% Reduce -19.9% 80,117 $12.6M
KMG Fiduciary Partners, LLC 1.31% Add +4.0% 79,913 $12.6M
Azimuth Capital Investment Management LLC 0.52% Reduce -0.2% 79,251 $12.5M
Simplex Trading, LLC 0.36% Reduce -60.4% 79,204 $12.5M
Healthcare of Ontario Pension Plan Trust Fund 0.04% New 79,000 $12.5M
Oak Asset Management, LLC 4.65% Add +0.6% 78,749 $12.4M
Northeast Financial Consultants Inc 0.61% Add +2.3% 78,701 $12.4M
Perigon Wealth Management, LLC 0.38% Add +4.6% 78,689 $12.4M
Parallax Volatility Advisers, L.P. 0.41% Reduce -13.4% 78,131 $12.3M
Commerzbank Aktiengesellschaft 0.41% Add +21.8% 77,743 $12.3M
Schonfeld Strategic Advisors LLC 0.10% Add +4685.6% 77,526 $12.2M
Cambria Investment Management, L.P. 0.73% Add +23.1% 77,468 $12.2M
Brookstone Capital Management 0.22% Add +11.7% 76,935 $12.1M
Crestwood Advisors Group, LLC 0.26% Add +2.1% 76,682 $12.1M
Eagle Global Advisors LLC 0.68% Add +8.3% 76,510 $12.1M
TD Private Client Wealth LLC 0.39% Add +14.4% 76,197 $12.0M
Alpha Omega Wealth Management LLC 2.23% Reduce -0.6% 75,971 $12.0M
Engineers Gate Manager LP 0.31% New 75,736 $11.9M
Burns J W & Co. Inc. 1.66% Reduce -1.8% 75,675 $11.9M
Intech Investment Management LLC 0.17% Add +1.7% 75,666 $11.9M
Bailard, Inc. 0.33% Reduce -11.7% 75,409 $11.9M
Sowell Financial Services LLC 0.56% Reduce -1.7% 75,333 $11.9M
Inscription Capital, LLC 1.96% Add +102.2% 75,270 $11.9M
B. Metzler seel. Sohn & Co. AG 0.13% Reduce -2.3% 75,086 $11.8M
American National Bank & Trust 1.57% Add +21.8% 75,037 $11.8M
LaFleur & Godfrey LLC 1.75% Add +0.8% 74,741 $11.8M
Adams Asset Advisors, LLC 1.57% Add +1.9% 74,701 $11.8M
Transform Wealth, LLC 1.12% Reduce -9.0% 74,432 $11.7M
Griffin Asset Management, Inc. 1.39% Reduce -0.3% 73,789 $11.6M
Alyeska Investment Group, L.P. 0.07% Reduce -78.1% 73,404 $11.6M
Ibex Wealth Advisors 3.13% — 64,379 $11.6M
Merit Financial Group, LLC 0.27% Add +70.1% 71,966 $11.5M
Stamos Capital Partners, L.P. 2.62% Reduce -3.0% 73,080 $11.5M
WealthPlan Investment Management, LLC 1.75% Add +4.7% 72,794 $11.5M
FORA Capital, LLC 0.94% Reduce -23.4% 72,686 $11.5M
1832 Asset Management L.P. 0.02% Add +27.2% 71,948 $11.3M
Norinchukin Bank, The 0.34% Reduce -5.7% 71,943 $11.3M
Sound Shore Management Inc 0.35% New 71,840 $11.3M
Willis Investment Counsel 0.78% No change 71,746 $11.3M
PKO Investment Management Joint-Stock Co 1.35% Reduce -9.5% 71,373 $11.3M
Compagnie Lombard Odier SCmA 0.20% Add +0.7% 71,595 $11.3M
Crossmark Global Holdings, Inc. 0.22% Reduce -3.6% 71,522 $11.3M
Allied Investment Advisors, LLC 2.72% Add +4.3% 71,465 $11.3M
Nixon Peabody Trust Co. 1.03% Add +4.7% 71,419 $11.3M
JARISLOWSKY, FRASER Ltd 0.06% Reduce -7.1% 70,991 $11.2M
Wealthspire Advisors, LLC 0.15% Reduce -2.6% 70,974 $11.2M
ARS Investment Partners, LLC 1.12% Add +0.6% 70,930 $11.2M
Colonial Trust Advisors 1.10% Reduce -0.1% 70,708 $11.2M
Cutler Investment Counsel LLC 1.50% Reduce -2.0% 70,706 $11.2M
BTC Capital Management, Inc. 1.01% — 70,236 $11.1M
Simplicity Wealth,LLC 0.26% Add +4178.9% 70,174 $11.1M
Bard Financial Services, Inc. 1.17% Add +1.7% 70,070 $11.1M
Metropolitan Life Insurance Co 0.48% Reduce -2.1% 69,955 $11.0M
Energy Income Partners, LLC 0.23% Reduce -35.7% 69,924 $11.0M
Visionary Wealth Advisors 0.74% Add +5.5% 69,907 $11.0M
Pittenger & Anderson Inc. 0.45% Add +4.8% 69,900 $11.0M
Fagan Associates, Inc. 2.06% Add +4.0% 69,854 $11.0M
Meridian Wealth Management, LLC 1.83% Add +14.6% 69,704 $11.0M
Mizuho Markets Americas LLC 0.30% Add +140.1% 69,325 $10.9M
Tokio Marine Asset Management Co. Ltd. 0.55% Add +3.6% 69,282 $10.9M
Tufton Capital Management 2.15% Add +2.7% 69,256 $10.9M
Baldwin Wealth Partners LLC 0.82% Reduce -2.1% 68,928 $10.9M
Snowden Capital Advisors LLC 0.34% Add +44.5% 68,765 $10.8M
Guardian Capital Advisors LP 1.16% Reduce -0.8% 68,975 $10.8M
CCM Investment Advisers LLC 1.29% Add +0.4% 68,163 $10.8M
Kovack Advisors, Inc. 1.30% Add +52.3% 68,156 $10.8M
Apollon Wealth Management, LLC 0.34% Add +5.5% 68,133 $10.7M
Avantax Planning Partners, Inc. 0.35% Add +76.7% 67,998 $10.7M
Dearborn Partners LLC 0.46% Reduce -1.2% 67,626 $10.7M
Edge Capital Group, LLC 0.53% Add +17.4% 67,624 $10.7M
Hennessy Advisors Inc. 0.45% Add +7.3% 67,532 $10.7M
Violich Capital Management, Inc. 1.52% Add +1.8% 67,384 $10.6M
Equitable Holdings, Inc. 0.12% Add +12.2% 67,170 $10.6M
EverSource Wealth Advisors, LLC 0.83% Add +41.5% 65,228 $10.5M
Hendley & Co. Inc. 3.76% Add +0.1% 66,619 $10.5M
Alerus Financial NA 0.79% Add +1.8% 66,614 $10.5M
Capital Investment Counsel, LLC 2.25% Add +71.7% 66,486 $10.5M
Baxter Bros Inc. 1.34% Add +5.7% 66,435 $10.5M
SteelPeak Wealth, LLC 0.54% Reduce -2.4% 66,386 $10.5M
Sonora Investment Management Group, LLC 0.83% Add +12.6% 66,321 $10.5M
HUB Investment Partners, LLC 0.58% Add +24.5% 66,277 $10.5M
Quadrature Capital Ltd 0.18% Reduce -85.7% 66,190 $10.4M
Bogart Wealth, LLC 0.54% Reduce -4.2% 65,964 $10.4M
Adell Harriman & Carpenter Inc. 0.86% Add +7.5% 65,891 $10.4M
Integrated Advisors Network LLC 0.53% Add +39.6% 65,861 $10.4M
EagleClaw Capital Managment, LLC 1.88% Add +2.3% 65,810 $10.4M
Trust Co. of Toledo NA 1.62% Add +0.1% 65,751 $10.4M
Live Oak Private Wealth LLC 1.80% Add +0.7% 65,747 $10.4M
Empirical Finance, LLC 0.63% Add +3.3% 65,427 $10.3M
Leavell Investment Management, Inc. 0.59% Reduce -1.4% 65,119 $10.3M
Tower Bridge Advisors 1.06% Reduce -16.3% 65,091 $10.3M
First Financial Bank - Trust Division 0.99% Reduce -5.1% 64,996 $10.3M
Choreo, LLC 0.26% Reduce -0.4% 64,868 $10.2M
Biondo Investment Advisors, LLC 1.57% Add +0.2% 64,558 $10.2M
Stratos Wealth Partners, LTD. 0.17% Reduce -11.2% 63,430 $10.0M
Caldwell Trust Co 1.16% Add +0.1% 63,331 $10.0M
Concurrent Investment Advisors, LLC 0.41% Reduce -6.9% 63,214 $10.0M
Courier Capital LLC 0.72% Reduce -1.6% 63,132 $10.0M
Novare Capital Management LLC 0.90% Add +11.2% 63,050 $9.9M
Marathon Capital Management 2.39% Add +38.6% 63,032 $9.9M
Ameritas Investment Partners, Inc. 0.34% Add +13.5% 62,902 $9.9M
Mechanics Bank Trust Department 1.45% Add +0.1% 62,809 $9.9M
Neville Rodie & Shaw Inc. 0.75% Add +2.0% 62,607 $9.9M
Galvin, Gaustad & Stein, LLC 0.92% Add +1070.2% 62,276 $9.8M
Dupree Financial Group, LLC 4.61% Reduce -1.9% 61,805 $9.7M
RiverFront Investment Group, LLC 0.27% New 61,690 $9.7M
Peddock Capital Advisors, LLC 2.55% Add +1.3% 61,655 $9.7M
Sand Hill Global Advisors, LLC 0.46% Reduce -0.2% 61,637 $9.7M
Patten & Patten Inc. 0.69% Add +1.8% 61,201 $9.7M
Great Valley Advisor Group, Inc. 0.29% Add +9.7% 61,124 $9.6M
Covington Investment Advisors Inc. 1.57% Add +6.0% 60,950 $9.6M
Dean Investment Associates, LLC 1.32% Reduce -1.3% 60,943 $9.6M
Bleakley Financial Group, LLC 0.28% Add +20.1% 60,855 $9.6M
Freestone Capital Holdings, LLC 0.36% Add +6.2% 60,683 $9.6M
Core Alternative Capital 1.71% Reduce -8.8% 60,506 $9.5M
Federation des caisses Desjardins du Quebec 0.07% Add +23.5% 62,135 $9.5M
Channing Capital Management, LLC 0.25% Reduce -0.2% 60,136 $9.5M
NorthCoast Asset Management LLC 0.12% Add +331.3% 59,877 $9.4M
Red Door Wealth Management, LLC 1.82% Add +27.3% 59,788 $9.4M
Means Investment Co., Inc. 1.22% Reduce -8.1% 59,760 $9.4M
Fred Alger Management, LLC 0.05% Add +17.8% 59,638 $9.4M
Ingalls & Snyder LLC 0.42% Reduce -8.2% 59,622 $9.4M
Ashton Thomas Private Wealth, LLC 0.54% Add +5.4% 59,480 $9.4M
ARS Wealth Advisors Group, LLC 1.26% Reduce -4.6% 59,357 $9.4M
Canandaigua National Bank & Trust Co. 1.39% Reduce -3.3% 59,292 $9.4M
Connors Investor Services Inc. 0.99% Reduce -2.7% 59,277 $9.4M
Shelton Capital Management 0.27% Reduce -4.3% 58,952 $9.3M
Petredis Investment Advisors LLC 1.11% Add +3.3% 58,869 $9.3M
Klingenstein Fields & Co. LP 0.39% Add +1.0% 58,823 $9.3M
1834 Investment Advisors Co. 1.10% Reduce -10.0% 58,723 $9.3M
Atlantic Union Bankshares Corp 0.78% Reduce -10.6% 58,618 $9.2M
Advocate Group LLC 1.84% Add +12.2% 58,584 $9.2M
Stockman Wealth Management, Inc. 1.63% Add +3.1% 58,554 $9.2M
Spinnaker Trust 0.59% Add +9.7% 57,882 $9.1M
Fiduciary Alliance LLC 1.60% Reduce -2.6% 57,141 $9.1M
Pioneer Trust Bank N A 2.53% Add +0.6% 57,610 $9.1M
Eisler Capital (UK) Ltd. 1.12% Reduce -57.3% 57,519 $9.1M
Allianz SE 0.29% — 57,475 $9.1M
HTLF Bank 1.04% Add +4.8% 57,316 $9.0M
Valicenti Advisory Services Inc. 2.52% Add +4.8% 57,273 $9.0M
Kentucky Retirement Systems Insurance Trust Fund 0.62% Reduce -8.5% 57,238 $9.0M
Waverly Advisors, LLC 0.21% Add +85.4% 56,824 $9.0M
Stokes Family Office, LLC 1.12% Add +1.7% 56,732 $8.9M
Farther Finance Advisors, LLC 0.54% Reduce -3.2% 56,193 $8.9M
Haverford Financial Services, Inc. 2.57% Reduce -0.3% 56,651 $8.9M
Sky Investment Group LLC 1.75% Reduce -0.1% 56,470 $8.9M
Morgan Dempsey Capital Management LLC 2.85% Reduce -10.2% 56,409 $8.9M
Grassi Investment Management 0.81% No change 56,396 $8.9M
Cypress Capital Group 1.06% Add +1.1% 56,186 $8.9M
LMG Wealth Partners, LLC 2.22% Reduce -3.1% 55,819 $8.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.27% Add +3.8% 55,532 $8.8M
Meridian Investment Counsel Inc. 2.91% Reduce -12.7% 55,457 $8.7M
Oak Harvest Investment Services 1.45% Reduce -1.5% 55,450 $8.7M
Woodward Diversified Capital, LLC 5.42% Add +1.7% 55,352 $8.7M
Resources Management Corp. /CT/ 1.28% Reduce -5.9% 55,303 $8.7M
Vista Investment Partners LLC 2.99% Reduce -5.1% 55,211 $8.7M
Phoenix Financial Ltd. 0.12% Add +119.5% 55,150 $8.7M
Coldstream Capital Management Inc. 0.22% Add +8.2% 55,075 $8.7M
Northwestern Mutual Investment Management Company, LLC 0.23% Reduce -1.0% 55,037 $8.7M
Cohen & Steers, Inc. 0.02% Reduce -51.3% 54,797 $8.6M
One Capital Management, LLC 0.31% Add +9.4% 54,783 $8.6M
James Investment Research, Inc. 1.03% Reduce -1.3% 54,690 $8.6M
Birmingham Capital Management Co. Inc. 3.15% Reduce -2.8% 54,308 $8.6M
TrinityBridge Ltd 0.31% Reduce -0.2% 54,262 $8.6M
GFS Advisors, LLC 1.42% Add +49.3% 54,177 $8.5M
Regal Investment Advisors LLC 0.58% Reduce -0.8% 53,963 $8.5M
W1M Investment Management Ltd 0.18% Add +0.4% 53,776 $8.5M
Greenleaf Trust 0.08% Add +4.2% 53,615 $8.5M
Arkadios Wealth Advisors 0.65% Add +14.0% 53,276 $8.4M
Richard Bernstein Advisors LLC 0.18% No change 53,216 $8.4M
Strategy Asset Managers LLC 1.79% Add +0.3% 53,074 $8.4M
First Merchants Corp. 0.63% Add +3.4% 53,004 $8.4M
Banque Cantonale Vaudoise 0.33% Add +3.3% 52,992 $8.4M
Laffer Tengler Investments, Inc. 2.73% Reduce -4.3% 52,922 $8.3M
Nicholas Company, Inc. 0.14% Add +9.3% 52,620 $8.3M
Culbertson A N & Co. Inc. 1.43% Add +4.6% 52,594 $8.3M
BI Asset Management Fondsmaeglerselskab A/S 0.16% Add +43.5% 52,414 $8.3M
Lyell Wealth Management, LP 0.84% Reduce -0.0% 52,394 $8.3M
WealthPLAN Partners, LLC 0.85% Reduce -11.7% 52,282 $8.2M
Quantitative Investment Management, LLC 0.48% New 52,168 $8.2M
Cary Street Partners Investment Advisory LLC 0.35% Add +9.9% 51,938 $8.2M
Valeo Financial Advisors, LLC 0.29% Add +2.1% 49,332 $8.1M
Citizens National Bank Trust Department 1.87% Reduce -0.2% 51,149 $8.1M
Lynch & Associates 1.86% Reduce -1.3% 51,081 $8.1M
Skba Capital Management LLC 1.25% No change 50,825 $8.0M
Forvis Mazars Wealth Advisors, LLC 0.20% Add +4.0% 50,665 $8.0M
Susquehanna Fundamental Investments, LLC 0.37% New 50,655 $8.0M
NewEdge Wealth, LLC 0.18% Add +4.0% 49,693 $8.0M
Shorepoint Capital Partners LLC 1.95% Add +1.4% 50,480 $8.0M
Puzo Michael J 2.21% Add +8.3% 50,479 $8.0M
Panagora Asset Management Inc. 0.04% Reduce -3.9% 50,446 $8.0M
Stolper Co 2.86% Add +4.6% 50,224 $7.9M
Quintet Private Bank (Europe) S.A. 0.35% Reduce -7.6% 43,086 $7.9M
Graves Light Lenhart Wealth, Inc. 0.92% Add +10.3% 50,113 $7.9M
Vinva Investment Management Ltd 0.44% Add +14.9% 50,062 $7.9M
Bowen Hanes & Co. Inc. 0.23% Add +137.4% 50,046 $7.9M
Howe & Rusling Inc. 0.76% Reduce -42.0% 50,012 $7.9M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.80% Add +0.1% 49,914 $7.9M
Rodgers Brothers Inc. 1.07% Add +5.3% 49,812 $7.9M
Iowa State Bank 1.74% Add +1.0% 49,733 $7.8M
Freemont Management S.A. 1.21% New 49,600 $7.8M
Pettyjohn, Wood & White, Inc. 1.55% Add +2.4% 49,435 $7.8M
Alberta Investment Management Corp 0.08% Reduce -11.5% 49,100 $7.7M
Wealth Advisory Solutions, LLC 2.00% Add +6.1% 49,051 $7.7M
Cape Cod Five Cents Savings Bank 0.74% Add +2.2% 48,826 $7.7M
Diversify Advisory Services, LLC 0.45% — 48,198 $7.7M
HighPoint Advisor Group LLC 0.54% Reduce -1.9% 46,570 $7.7M
Montag A & Associates Inc. 0.38% Add +0.0% 48,130 $7.6M
Thoroughbred Financial Services, LLC 0.73% Add +4.6% 48,050 $7.6M
Eagle Rock Investment Company, LLC 1.40% Reduce -18.2% 47,906 $7.6M
Beacon Investment Advisory Services, Inc. 0.33% Add +2.2% 47,852 $7.5M
ProVise Management Group, LLC 0.65% Add +2.3% 47,754 $7.5M
Global Retirement Partners, LLC 0.28% Add +4.6% 47,596 $7.5M
Ipswich Investment Management Co., Inc. 1.76% Reduce -1.9% 47,593 $7.5M
Alaska Permanent Fund Corp 0.11% Reduce -13.3% 47,551 $7.5M
FLC Capital Advisors 1.89% Add +1.0% 47,533 $7.5M
Community Bank & Trust, Waco, Texas 1.83% Add +6.8% 47,378 $7.5M
Woodstock Corp. 0.77% Add +9.6% 47,321 $7.5M
Legacy Private Trust Co. 0.55% Add +4.3% 47,299 $7.5M
1ST Source Bank 0.43% Reduce -0.7% 47,206 $7.4M
Rakuten Investment Management, Inc. 0.05% Add +974.7% 47,103 $7.4M
Amica Mutual Insurance Co. 0.76% No change 47,095 $7.4M
Patton Albertson Miller Group, LLC 1.11% Add +10.2% 47,094 $7.4M
Schnieders Capital Management LLC 1.54% Reduce -6.1% 47,066 $7.4M
Calydon Capital 1.40% Add +46.9% 46,337 $7.4M
Sigma Planning Corp 0.23% Add +111.2% 46,943 $7.4M
Boothe Investment Group, Inc. 3.73% Add +1.4% 46,852 $7.4M
Advanced Asset Management Advisors Inc 1.83% No change 46,826 $7.4M
Global Wealth Management Investment Advisory, Inc. 1.81% Add +12.6% 46,806 $7.4M
Buckingham Strategic Wealth, LLC 0.08% Add +4.2% 46,799 $7.4M
Lawson Kroeker Investment Management Inc. 1.40% Add +0.8% 46,723 $7.4M
CWA Asset Management Group, LLC 0.45% Add +192.8% 46,721 $7.4M
Greystone Financial Group, LLC 1.47% Add +29.2% 46,606 $7.4M
Rowlandmiller & Partners.adv 1.55% Add +0.7% 46,529 $7.3M
GLOBALT Investments LLC / GA 0.29% Reduce -1.8% 46,473 $7.3M
Fruth Investment Management 1.90% Reduce -0.1% 46,406 $7.3M
Montgomery Investment Management Inc. 2.79% Reduce -29.1% 46,388 $7.3M
Cornerstone Wealth Group, LLC 0.67% Add +55.0% 46,236 $7.3M
Harbor Capital Advisors, Inc. 0.95% Add +34.3% 45,940 $7.2M
Brown Brothers Harriman & Co. 0.06% Add +3.4% 45,914 $7.2M
Essex Financial Services, Inc. 0.67% Reduce -4.2% 45,865 $7.2M
Farmers National Bank 2.16% Add +1.4% 45,836 $7.2M
Hamel Associates, Inc. 2.31% Add +4.4% 45,591 $7.2M
Westfield Capital Management Co. LP 0.04% Add +27.9% 45,387 $7.2M
Buckhead Capital Management LLC 2.42% Add +8.4% 45,341 $7.2M
Hennion & Walsh Asset Management, Inc. 0.38% Reduce -1.8% 45,248 $7.1M
J.W. Cole Advisors, Inc. 0.36% Add +3.4% 45,051 $7.1M
Boston Financial Mangement LLC 0.23% Add +7.2% 44,958 $7.1M
Parcion Private Wealth LLC 0.62% Add +0.5% 44,815 $7.1M
Compass Wealth Management LLC 1.77% Add +6.5% 44,790 $7.1M
OneDigital Investment Advisors LLC 0.11% Reduce -4.8% 44,746 $7.1M
Shell Asset Management Co. 0.32% Reduce -5.5% 44,758 $7.0M
NEOS Investment Management LLC 0.43% Add +51.6% 44,295 $7.0M
Easterly Investment Partners LLC 0.53% Reduce -41.9% 44,280 $7.0M
American National Bank & Trust Co. 1.65% — 44,238 $7.0M
Fulton Bank, N.A. 0.29% Add +5.9% 44,223 $7.0M
Dudley Capital Management, LLC 4.03% Add +1.5% 43,406 $6.9M
Retirement Group, LLC 2.47% Add +0.1% 43,760 $6.9M
Spectrum Asset Management, Inc. (NB/CA) 2.96% Add +3.5% 43,745 $6.9M
Asset Planning Services Inc. /La/ 3.83% Reduce -0.3% 43,445 $6.9M
Insight Folios Inc 2.77% Add +0.8% 43,394 $6.8M
Commonwealth Retirement Investments LLC 3.26% Add +57.2% 43,295 $6.8M
Quotient Wealth Partners, LLC 0.24% Add +24.9% 43,064 $6.8M
Agf Management Ltd. 0.04% Reduce -3.7% 45,477 $6.8M
Cohen Klingenstein LLC 0.25% No change 43,000 $6.8M
First Manhattan Co. Llc. 0.02% Reduce -1.3% 42,822 $6.8M
Northwest Bancshares, Inc. 1.06% Add +0.8% 42,775 $6.7M
First Trust Direct Indexing L.P. 0.50% Add +18.8% 42,628 $6.7M
Hollow Brook Wealth Management LLC 2.49% Add +5.2% 42,613 $6.7M
Hourglass Capital, LLC 2.02% Reduce -5.6% 42,554 $6.7M
Gladstone Institutional Advisory LLC 0.37% Add +32.0% 42,542 $6.7M
Aptus Capital Advisors, LLC 0.14% Add +14.6% 42,522 $6.7M
XML Financial, LLC 0.69% Reduce -8.2% 42,409 $6.7M
Pine Valley Investments Ltd Liability Co 0.52% Reduce -3.5% 42,216 $6.7M
Somerville Kurt F 1.14% Add +9.9% 42,169 $6.7M
Cadence Bank 0.48% Reduce -3.8% 42,124 $6.6M
TCTC Holdings, LLC 0.22% Add +2.9% 41,992 $6.6M
Silvia McColl Wealth Management, LLC 5.67% Add +0.5% 40,656 $6.6M
IronBridge Private Wealth, LLC 2.72% Add +6.2% 41,621 $6.6M
Chelsea Counsel Co. 3.72% Reduce -4.3% 41,610 $6.6M
Meeder Asset Management Inc. 0.41% Reduce -56.1% 41,415 $6.5M
Plato Investment Management Ltd 0.68% Add +3207.8% 41,414 $6.5M
FineMark National Bank & Trust 0.24% Reduce -1.6% 41,208 $6.5M
Fort Sheridan Advisors LLC 1.22% Reduce -0.1% 41,180 $6.5M
Wallace Advisory Group, LLC 4.88% Add +2.8% 43,515 $6.5M
NorthRock Partners, LLC 0.25% Add +6.3% 41,090 $6.5M
Zions Bancorporation, N.A. 0.48% Add +11.6% 41,024 $6.5M
Tritonpoint Wealth, LLC 0.68% Reduce -1.2% 46,823 $6.5M
Degroof Petercam Asset Management 0.08% No change 40,900 $6.5M
Abbrea Capital, LLC 0.85% Reduce -1.5% 40,877 $6.4M
Perkins Coie Trust Co 1.51% Add +6.7% 40,876 $6.4M
Calamos Wealth Management LLC 0.37% Add +0.6% 40,688 $6.4M
Evoke Wealth, LLC 0.19% New 40,684 $6.4M
Spirepoint Private Client, LLC 0.98% — 40,602 $6.4M
Trustmark Bank Trust Department 0.52% Reduce -0.7% 40,514 $6.4M
Principal Securities, Inc. 0.20% Add +6.7% 40,480 $6.4M
Capital Analysts, LLC 0.30% Add +2.7% 40,448 $6.4M
AMG National Trust Bank 0.19% Reduce -1.3% 40,296 $6.4M
McGowan Group Asset Management, Inc. 0.94% Reduce -0.3% 40,239 $6.3M
Evergreen Capital Management LLC 0.24% Reduce -10.5% 40,122 $6.3M
SeaCrest Wealth Management, LLC 0.77% Reduce -35.8% 40,061 $6.3M
WoodTrust Financial Corp 1.00% Add +8.4% 40,054 $6.3M
Windle Wealth, LLC 4.02% Add +6.3% 40,043 $6.3M
Wealth High Governance Capital Ltda 1.41% New 40,000 $6.3M
Greylin Investment Management, Inc 1.07% Add +2.2% 39,939 $6.3M
Amova Asset Management Americas, Inc. 0.06% Reduce -6.7% 39,895 $6.3M
Monte Financial Group, LLC 2.75% Add +8.4% 39,829 $6.3M
Hamilton Capital Partners Inc. 0.76% New 39,820 $6.3M
Texas Yale Capital Corp. 0.28% Add +12.8% 39,811 $6.3M
HBK Sorce Advisory LLC 0.22% Add +3.6% 39,790 $6.3M
TIG Advisors, LLC 0.73% Reduce -71.3% 39,560 $6.2M
Martin Capital Partners, LLC 2.39% Reduce -0.1% 39,506 $6.2M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1.54% Reduce -0.2% 39,477 $6.2M
Warren Street Wealth Advisors, LLC 3.08% Add +7.3% 39,444 $6.2M
Plimoth Trust Co. LLC 1.66% Reduce -8.9% 39,394 $6.2M
Hartford Financial Management Inc. 1.31% Add +0.9% 39,373 $6.2M
Financial Advocates Investment Management 0.36% Add +3.8% 39,370 $6.2M
Lanark Financial, Inc. 0.58% Add +2.0% 39,300 $6.2M
Man Group plc 0.02% Reduce -23.8% 39,194 $6.2M
New England Asset Management Inc. 1.00% Add +5.1% 39,175 $6.2M
Tower Research Capital LLC (TRC) 0.15% Reduce -82.5% 39,160 $6.2M
C2C Wealth Management, LLC 6.13% Reduce -1.1% 39,149 $6.2M
Sheaff Brock Investment Advisors, LLC 0.49% Reduce -26.0% 39,072 $6.2M
Clearstead Advisors, LLC 0.30% Add +5.8% 37,414 $6.2M
Geneos Wealth Management Inc. 0.28% Add +2.2% 38,916 $6.1M
PFG Investments, LLC 0.37% Add +221.5% 38,830 $6.1M
Sage Capital Advisors,llc 1.77% Add +1.6% 38,799 $6.1M
Bragg Financial Advisors, Inc 0.27% Add +0.0% 38,773 $6.1M
Thompson Investment Management, Inc. 0.93% Add +3.0% 38,762 $6.1M
Penobscot Investment Management Company, Inc. 0.65% Reduce -0.4% 38,677 $6.1M
City Holding Co. 0.91% Reduce -1.8% 38,603 $6.1M
Laird Norton Wetherby Wealth Management, LLC 0.29% Add +0.1% 38,445 $6.1M
Citizens Financial Group Inc. 0.20% Add +6.3% 38,364 $6.1M
Rockland Trust Co. 0.32% Reduce -2.4% 38,349 $6.0M
Journey Advisory Group, LLC 0.74% Reduce -31.3% 38,141 $6.0M
Level Four Advisory Services, LLC 0.33% No change 40,227 $6.0M
Beacon Harbor Wealth Advisors, Inc. 1.58% Add +5.5% 37,894 $6.0M
Ameritas Advisory Services, LLC 0.25% Add +8.2% 37,342 $6.0M
IHT Wealth Management, LLC 0.24% Add +5.5% 37,791 $6.0M
Horizon Investments, LLC 0.16% Add +18.8% 37,787 $6.0M
Mattern Wealth Management LLC 1.44% Reduce -2.8% 37,577 $5.9M
S&co Inc. 0.42% Reduce -0.8% 37,543 $5.9M
Nelson Capital Management, LLC 1.13% Add +9.1% 37,331 $5.9M
Schulhoff & Co. Inc. 2.58% Add +1.3% 37,319 $5.9M
Vestmark Advisory Solutions, Inc. 0.25% Reduce -1.9% 37,318 $5.9M
IFP Advisors, Inc 0.26% Reduce -1.6% 37,307 $5.9M
Sound View Wealth Advisors Group, LLC 0.63% Reduce -2.4% 37,240 $5.9M
Principle Wealth Partners LLC 0.46% Add +3.8% 37,056 $5.8M
Stonebridge Capital Management Inc. 2.61% Reduce -1.1% 37,047 $5.8M
Choate Investment Advisors 0.16% Add +38.6% 37,024 $5.8M
Anchor Investment Management, LLC 0.61% Reduce -0.5% 36,981 $5.8M
Shufro Rose & Co. LLC 0.48% Reduce -1.1% 36,973 $5.8M
South Dakota Investment Council 0.12% Reduce -59.2% 36,857 $5.8M
TRUE Private Wealth Advisors 0.67% Reduce -7.3% 36,814 $5.8M
First Hawaiian Bank 0.18% Reduce -11.4% 36,730 $5.8M
Soltis Investment Advisors LLC 0.65% Add +2.8% 36,550 $5.8M
Avidian Wealth Enterprises, LLC 0.31% Add +7.2% 36,519 $5.8M
Hudson Value Partners, LLC 2.44% Add +0.3% 36,394 $5.7M
Physicians Financial Services, Inc. 2.02% Add +3.9% 36,366 $5.7M
Mission Wealth Management, LP 0.15% Add +21.7% 36,357 $5.7M
Founders Capital Management 3.87% Add +0.1% 36,341 $5.7M
Sandy Spring Bank 0.26% Reduce -4.8% 36,281 $5.7M
Avanda Investment Management Pte. Ltd. 0.77% New 36,268 $5.7M
Financial & Tax Architects, LLC 1.57% Add +4.2% 36,214 $5.7M
Transcend Capital Advisors, LLC 0.46% Add +6.9% 36,207 $5.7M
Chesley Taft & Associates LLC 0.29% Reduce -0.5% 36,191 $5.7M
Refined Wealth Management 4.01% Add +0.8% 36,086 $5.7M
Vestcor Inc 0.19% Reduce -18.4% 36,025 $5.7M
Stablepoint Partners, LLC 1.15% Add +21.4% 36,003 $5.7M
Narwhal Capital Management 0.56% Add +2.1% 35,989 $5.7M
L. Roy Papp & Associates, LLP 0.68% Reduce -1.6% 35,975 $5.7M
Wills Financial Group, Inc. 2.67% Add +6.3% 35,888 $5.7M
Town & Country Bank & Trust CO dba First Bankers Trust CO 2.41% Add +1.3% 35,761 $5.6M
Private Trust Co. NA 0.61% Add +0.0% 35,679 $5.6M
McDonald Partners LLC 1.54% Reduce -0.2% 35,545 $5.6M
Azzad Asset Management Inc. 0.65% Reduce -0.5% 35,533 $5.6M
Kennedy Capital Management LLC 0.11% New 35,266 $5.6M
Cincinnati Financial Corp. 0.12% No change 35,139 $5.5M
Dana Investment Advisors, Inc. 0.18% Add +0.3% 35,117 $5.5M
Tyche Wealth Partners LLC 1.36% Reduce -10.0% 35,100 $5.5M
Concentric Wealth Management, LLC 1.47% Add +1.2% 34,999 $5.5M
Maven Securities LTD 0.33% Add +195.6% 34,921 $5.5M
Community Bank, N.A. 0.72% Add +2.0% 34,874 $5.5M
Intrust Bank NA 0.59% Add +9.6% 34,799 $5.5M
Thomas Story & Son LLC 2.30% Add +355.0% 34,490 $5.4M
Eagle Capital Management, LLC 2.45% Add +0.5% 34,455 $5.4M
Cullen Investment Group, LTD. 0.86% Add +22.6% 33,985 $5.4M
Ramsay, Stattman, Vela & Price, Inc. 1.04% Add +64.5% 34,413 $5.4M
Sunbelt Securities, Inc. 0.60% Add +12.2% 34,318 $5.4M
R.H. Dinel Investment Counsel, Inc. 3.45% No change 34,210 $5.4M
Focus Partners Advisor Solutions, LLC 0.16% Add +149.3% 34,190 $5.4M
CHICAGO TRUST Co NA 1.11% Reduce -1.0% 34,038 $5.4M
Financial Partners Group, LLC 2.08% Add +3.5% 34,001 $5.4M
Smith Group Asset Management, LLC 0.31% Reduce -28.1% 33,995 $5.4M
Oliver Luxxe Assets LLC 1.12% Reduce -0.4% 33,946 $5.4M
Aperture Investors, LLC 0.68% New 33,914 $5.3M
Ridgecrest Wealth Partners, LLC 3.18% Reduce -2.7% 33,875 $5.3M
FAS Wealth Partners, Inc. 0.47% Add +3.8% 33,849 $5.3M
Jacobi Capital Management LLC 0.49% Reduce -3.3% 33,829 $5.3M
Moneta Group Investment Advisors LLC 0.09% Add +20.3% 33,781 $5.3M
RFG Advisory, LLC 0.18% Add +9.4% 33,773 $5.3M
River Wealth Advisors LLC 0.77% Add +5.4% 33,755 $5.3M
White Pine Investment CO 1.57% Add +0.3% 33,744 $5.3M
Ballentine Partners, LLC 0.10% Reduce -3.2% 33,734 $5.3M
Wahed Invest LLC 1.21% Add +14.5% 33,673 $5.3M
Salem Investment Counselors Inc. 0.17% Add +7.8% 33,608 $5.3M
IPG Investment Advisors LLC 1.16% Add +267.9% 33,590 $5.3M
CPC Advisors, LLC 0.90% Add +12.3% 33,450 $5.3M
Garland Capital Management Inc. 3.48% Add +0.3% 33,309 $5.3M
Walleye Capital LLC 0.06% New 33,295 $5.3M
Marble Harbor Investment Counsel, LLC 0.61% Add +1.4% 33,292 $5.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.16% Reduce -62.5% 33,192 $5.2M
Harbour Capital Advisors, LLC 1.30% Reduce -1.5% 32,727 $5.2M
Fidelis Capital Partners, LLC 0.79% Add +3.5% 33,124 $5.2M
Onex Canada Asset Management Inc. 0.52% Reduce -21.5% 33,117 $5.2M
Confluence Wealth Services, Inc. 0.46% Add +21.8% 33,070 $5.2M
Kidder Stephen W 1.66% Reduce -2.2% 33,058 $5.2M
Spire Wealth Management 0.10% Add +2.7% 32,978 $5.2M
Heritage Trust Co 0.70% Add +0.3% 32,909 $5.2M
StoneX Group Inc. 0.47% Add +1.9% 32,841 $5.2M
Summit Trail Advisors, LLC 0.14% Add +163.2% 32,770 $5.2M
tru Independence LLC 1.52% New 32,749 $5.2M
Colonial Trust Co / SC 0.97% Reduce -0.1% 32,733 $5.2M
Ariel Investments 0.05% No change 32,663 $5.2M
Independence Bank of Kentucky 1.54% Add +41.2% 32,662 $5.2M
Beverly Hills Private Wealth, LLC 1.20% Reduce -5.6% 32,650 $5.2M
Pekin Hardy Strauss, Inc. 0.71% Reduce -10.5% 32,578 $5.1M
Campbell Capital Management Inc. 2.26% Add +12.1% 32,551 $5.1M
Bank of Hawaii 0.25% Add +2.5% 32,551 $5.1M
Destination Wealth Management 0.17% Add +1.2% 32,491 $5.1M
Resonant Capital Advisors, LLC 0.44% Add +1.6% 32,475 $5.1M
Sandhill Capital Partners LLC 0.41% Add +3.0% 32,431 $5.1M
Columbia Asset Management 1.04% No change 34,221 $5.1M
Avior Wealth Management, LLC 0.24% Add +55.5% 32,333 $5.1M
Sepio Capital, LP 0.44% Reduce -2.4% 32,269 $5.1M
Nations Financial Group Inc, /Ia/ 0.43% Add +3.5% 32,182 $5.1M
Capital International Sarl 0.17% Reduce -14.1% 32,032 $5.1M
Forum Financial Management, LP 0.09% Add +1.8% 31,776 $5.0M
Capital City Trust Co. 1.40% Reduce -4.2% 31,774 $5.0M
Executive Wealth Management, LLC 0.44% Add +22.4% 31,431 $5.0M
MADDEN SECURITIES Corp 2.31% Reduce -4.9% 31,666 $5.0M
Equitable Trust Co. 0.34% Reduce -0.1% 31,536 $5.0M
Hilltop Holdings Inc. 0.55% Reduce -14.5% 31,446 $5.0M
Brooks, Moore & Associates, Inc. 3.17% Add +1.0% 31,327 $4.9M
YHB Investment Advisors, Inc. 0.44% Add +2.2% 31,227 $4.9M
Hosking Partners LLP 0.18% New 31,215 $4.9M
Peak Asset Management, LLC 0.98% Add +0.8% 31,214 $4.9M
Capital Planning Advisors, LLC 0.86% Add +2.9% 31,202 $4.9M
UniSuper Management Pty Ltd 0.05% Add +126.6% 31,182 $4.9M
Intrua Financial, LLC 0.76% Reduce -4.6% 31,173 $4.9M
Pictet North America Advisors SA 0.55% Reduce -20.3% 31,006 $4.9M
Hills Bank & Trust Co 0.41% Add +1.1% 30,909 $4.9M
Centerstone Investors, LLC 3.76% No change 30,862 $4.9M
Two Sigma Investments, LP 0.01% New 30,855 $4.9M
Keeler Thomas Management LLC 1.67% Add +69.1% 30,830 $4.9M
GHP Investment Advisors, Inc. 0.24% Add +9.8% 30,596 $4.8M
Flagship Harbor Advisors, LLC 0.31% Add +13.1% 30,577 $4.8M
Sumitomo Life Insurance Co. 0.12% Reduce -3.7% 30,512 $4.8M
Trinity Legacy Partners, LLC 1.41% Add +3.9% 30,504 $4.8M
Citizens Business Bank 1.00% Add +3.8% 29,180 $4.8M
Alta Capital Management LLC/ 0.30% Add +321.7% 30,394 $4.8M
CreativeOne Wealth, LLC 0.19% Add +72.6% 30,378 $4.8M
Procyon Advisors, LLC 0.37% Reduce -14.7% 30,324 $4.8M
Hengehold Capital Management LLC 0.51% Reduce -0.8% 30,289 $4.8M
Investors Asset Management of Georgia Inc. /Ga/ 2.25% Reduce -1.4% 30,229 $4.8M
Kinsale Capital Group, Inc. 1.88% Add +22.1% 30,164 $4.8M
Jamison Private Wealth Management, Inc. 0.80% Add +5.8% 30,156 $4.8M
Diversified Trust Co. 0.14% Reduce -38.0% 30,105 $4.7M
Institutional & Family Asset Management, LLC 0.76% Add +1.3% 30,096 $4.7M
JBR Co Financial Management Inc 3.78% Reduce -0.6% 30,066 $4.7M
Bank Pictet & Cie (Europe) AG 0.12% Add +7.1% 30,052 $4.7M
Aldebaran Capital, LLC 4.50% Reduce -3.1% 29,883 $4.7M
Mission Creek Capital Partners, Inc. 1.23% Add +17.7% 29,869 $4.7M
Farmers & Merchants Trust Co of Chambersburg PA 1.93% Reduce -0.7% 29,809 $4.7M
Spring Capital Management, LLC 3.53% Reduce -7.5% 29,681 $4.7M
Grey Street Capital, LLC 0.63% Add +57.7% 29,527 $4.7M
Camden National Bank 0.82% Add +0.4% 29,503 $4.7M
Duncker Streett & Co. Inc. 0.92% Reduce -0.3% 29,430 $4.6M
Harmony Asset Management LLC 1.91% Add +1.8% 29,392 $4.6M
Family Manage LLC 0.85% Add +26.9% 29,171 $4.6M
G&S Capital LLC 2.05% Add +37.3% 29,162 $4.6M
Yarbrough Capital, LLC 0.20% No change 29,107 $4.6M
Chapin Davis, Inc. 1.67% Add +8.5% 29,049 $4.6M
CoreCap Advisors, LLC 0.24% Reduce -30.5% 29,018 $4.6M
Graypoint LLC 0.33% Add +11.0% 29,007 $4.6M
Aull & Monroe Investment Management Corp 2.10% Reduce -0.1% 29,003 $4.6M
Butensky & Cohen Financial Security, Inc. 1.42% Add +1.7% 28,993 $4.6M
Investment Management Corp of Ontario 0.14% Reduce -73.7% 28,897 $4.6M
Segment Wealth Management, LLC 0.35% Reduce -49.5% 28,853 $4.6M
Csenge Advisory Group 0.26% Add +5.4% 28,852 $4.6M
Bath Savings Trust Co 0.48% Add +6.3% 28,680 $4.5M
Asset Dedication, LLC 0.34% Add +9.8% 28,631 $4.5M
Davis R M Inc. 0.09% Add +15.9% 28,634 $4.5M
Modera Wealth Management, LLC 0.07% Reduce -3.7% 28,615 $4.5M
TCI Wealth Advisors, Inc. 0.44% Reduce -10.2% 28,545 $4.5M
Peregrine Asset Advisers, Inc. 1.79% Add +1.1% 28,483 $4.5M
First National Bank & Trust Co. of Newtown 0.91% Add +0.3% 28,476 $4.5M
Pegasus Asset Management, Inc. 1.40% Add +1.3% 28,401 $4.5M
Marietta Wealth Management, LLC 0.74% Add +3.8% 28,339 $4.5M
Laird Norton Wetherby Trust Company, LLC 0.61% Reduce -6.1% 28,324 $4.5M
OPTIMAS CAPITAL Ltd 3.90% New 28,300 $4.5M
West Family Investments, Inc. 1.39% Add +0.3% 28,299 $4.5M
McGinn Penninger Investment Management, Inc. 2.92% Reduce -0.2% 28,278 $4.5M
Independent Financial Group, LLC 0.20% Reduce -2.5% 28,254 $4.5M
Buffington Mohr McNeal 0.81% Reduce -1.0% 28,247 $4.5M
Mill Capital Management, LLC 0.37% No change 28,236 $4.5M
Blue Trust, Inc. 0.06% Reduce -4.2% 28,226 $4.5M
Cadinha & Co. LLC 0.76% Reduce -63.8% 28,207 $4.4M
Auxier Asset Management LLC 0.68% Add +2.7% 28,187 $4.4M
MTM Investment Management, LLC 1.83% Add +1.7% 28,177 $4.4M
Crescent Sterling, Ltd. 4.05% Add +1.8% 28,156 $4.4M
D. E. Shaw & Co. 0.01% Reduce -91.9% 28,129 $4.4M
Naples Global Advisors, LLC 0.45% Add +9.4% 28,095 $4.4M
Summit Financial Wealth Advisors, LLC 0.90% Add +1.0% 28,034 $4.4M
Compound Planning, Inc. 0.40% Add +19.8% 27,797 $4.4M
Bill Few Associates, Inc. 1.78% Add +0.5% 27,758 $4.4M
Summit Securities Group LLC 2.00% New 27,700 $4.4M
Headinvest, LLC 0.85% Reduce -0.0% 27,696 $4.4M
Independent Wealth Network Inc. 2.05% Add +5.9% 27,639 $4.4M
Cobblestone Capital Advisors LLC 0.27% Reduce -1.2% 27,591 $4.4M
Bfsg, LLC 0.58% Add +1.6% 27,583 $4.4M
Baugh & Associates, LLC 2.31% Add +0.9% 27,575 $4.3M
Keene & Associates, Inc. 3.24% Add +3.1% 27,477 $4.3M
Rench Wealth Management, Inc. 1.66% Add +17.4% 27,426 $4.3M
Twin Capital Management Inc. 0.54% Reduce -6.2% 27,411 $4.3M
GAMCO Investors 0.04% Add +6.0% 27,377 $4.3M
Benedict Financial Advisors Inc. 1.09% Reduce -0.7% 27,303 $4.3M
Lynch Asset Management, Inc. 2.01% No change 27,150 $4.3M
Longbow Finance SA 0.43% New 27,146 $4.3M
Morse Asset Management, Inc 1.10% Reduce -23.1% 27,096 $4.3M
StrongBox Wealth, LLC 2.25% Add +2.4% 27,010 $4.3M
Fairfield, Bush & Co. 2.51% Reduce -3.4% 26,866 $4.2M
Mgo One Seven LLC 0.22% Add +0.9% 26,787 $4.2M
Broderick Brian C 0.90% Reduce -2.8% 26,785 $4.2M
Altrius Capital Management Inc 1.06% Add +10.1% 26,771 $4.2M
Cornercap Investment Counsel Inc. 0.65% Reduce -29.8% 26,741 $4.2M
JPL Wealth Management, LLC 2.31% Add +35.9% 26,500 $4.2M
Signaturefd, LLC 0.09% Add +2.6% 26,475 $4.2M
Formidable Asset Management, LLC 0.68% Add +75.4% 26,404 $4.2M
Benjamin Edwards Inc. 0.83% Reduce -1.8% 26,395 $4.2M
NJ State Employees Deferred Compensation Plan 0.53% No change 26,393 $4.2M
Pacific Global Investment Management Co. 0.79% Add +0.8% 26,352 $4.2M
Alkeme Wealth, LLC 1.91% Add +2.1% 25,853 $4.2M
Old Mission Investment Co LLC 1.39% Add +0.2% 26,311 $4.2M
RB Capital Management, LLC 1.16% Add +7.3% 26,265 $4.1M
Meritage Portfolio Management 0.26% Reduce -5.6% 26,267 $4.1M
Moloney Securities Asset Management, LLC 0.63% Add +3.5% 26,194 $4.1M
Harbour Investments, Inc. 0.15% Add +21.2% 26,193 $4.1M
Clarus Group, Inc. 2.88% Reduce -0.4% 26,058 $4.1M
Foster & Motley Inc. 0.28% Reduce -7.0% 26,002 $4.1M
Sittner & Nelson, LLC 2.07% Reduce -0.9% 25,990 $4.1M
Trajan Wealth LLC 0.28% — 25,978 $4.1M
Meeder Advisory Services, Inc. 0.42% Add +3.4% 25,896 $4.1M
Douglass Winthrop Advisors, LLC 0.08% Add +2.5% 25,813 $4.1M
Murphy Pohlad Asset Management LLC 1.59% Reduce -0.8% 25,807 $4.1M
Koshinski Asset Management, Inc. 0.42% Add +20.4% 25,772 $4.1M
United Capital Management of KS, Inc. 0.93% Add +25.4% 25,763 $4.1M
Peoples Bank 2.26% Reduce -2.1% 25,743 $4.1M
Good Life Advisors, LLC 0.36% Add +3.1% 25,684 $4.1M
Orange Investment Advisors, Inc. 0.48% Reduce -4.4% 25,593 $4.0M
Keystone Financial Planning, Inc. 1.31% Reduce -6.0% 25,593 $4.0M
Atlas Brown,Inc. 1.47% Reduce -0.5% 25,579 $4.0M
Inspire Trust Co, N.A. 2.25% Add +70.9% 25,543 $4.0M
Composition Wealth, LLC 0.10% Add +30.5% 25,507 $4.0M
Argyle Capital Management, LLC 1.55% Reduce -3.4% 25,422 $4.0M
Van Hulzen Asset Management, LLC 0.26% Reduce -0.3% 25,410 $4.0M
NTV Asset Management LLC 0.61% Add +1.3% 25,405 $4.0M
Pring Turner Capital Group Inc. 2.92% Add +0.0% 25,349 $4.0M
Allen Capital Group, LLC 0.58% Add +1.6% 25,241 $4.0M
Davidson Trust Co. 2.32% Add +0.3% 25,186 $4.0M
Prio Wealth Limited Partnership 0.11% Reduce -2.4% 25,179 $4.0M
Stanley-Laman Group, Ltd. 0.51% No change 25,160 $4.0M
Lake Street Advisors Group, LLC 0.19% Add +1.5% 25,150 $4.0M
Holderness Investments Co. 0.97% Add +0.1% 25,051 $4.0M
Bell & Brown Wealth Advisors, LLC 1.69% Add +0.3% 25,042 $4.0M
KLCM Advisors, Inc. 0.51% Add +5.1% 24,996 $3.9M
Laurel Wealth Advisors LLC 0.68% Add +0.3% 24,980 $3.9M
Cosner Financial Group, LLC 2.82% No change 24,939 $3.9M
Willis Johnson & Associates, Inc. 0.34% Reduce -3.0% 24,939 $3.9M
McAlister, Sweet & Associates, Inc. 3.09% Add +27.2% 24,922 $3.9M
Pinkerton Wealth, LLC 0.63% Add +56.4% 24,906 $3.9M
Gilliland Jeter Wealth Management LLC 1.37% Add +19.4% 24,882 $3.9M
Selway Asset Management 1.57% Add +3.4% 24,860 $3.9M
Herold Advisors, Inc. 0.95% Add +1.3% 24,770 $3.9M
Bluefin Capital Management, LLC 0.97% Reduce -48.1% 24,733 $3.9M
Diligent Investors, LLC 0.98% Add +3.1% 24,708 $3.9M
Radnor Capital Management, LLC 0.66% Reduce -0.8% 24,670 $3.9M
Greatmark Investment Partners, Inc. 0.55% Add +1.8% 24,624 $3.9M
Signature Wealth Management Group 1.77% Add +2.4% 24,275 $3.9M
Ascent Group, LLC 0.34% Reduce -1.3% 24,613 $3.9M
Nippon Life Global Investors Americas, Inc. 0.18% Reduce -13.3% 24,600 $3.9M
Stratos Investment Management, LLC 0.38% Reduce -26.8% 24,568 $3.9M
Investmark Advisory Group LLC 2.12% Reduce -1.9% 24,537 $3.9M
PFG Advisors 0.28% Add +4.3% 24,528 $3.9M
Trifecta Capital Advisors, LLC 0.94% Add +9.9% 24,442 $3.9M
Kinloch Capital, LLC 1.98% Add +12.6% 24,441 $3.9M
Morton Community Bank 1.11% Add +3.9% 24,410 $3.9M
LS Investment Advisors, LLC 0.61% Add +6.3% 24,366 $3.8M
Webster Bank, N. A. 0.43% Add +6.9% 24,355 $3.8M
Mairs & Power Inc. 0.04% Reduce -0.9% 24,355 $3.8M
Wealthcare Advisory Partners LLC 0.13% Add +7.7% 24,349 $3.8M
Silicon Valley Community Foundation 0.14% Reduce -1.6% 24,301 $3.8M
Allen Wealth Management, LLC 3.38% Reduce -0.1% 24,290 $3.8M
Pathway Financial Advisers, LLC 1.38% Add +2.4% 24,242 $3.8M
Marketfield Asset Management LLC 3.01% Reduce -7.5% 24,239 $3.8M
B & T Capital Management DBA Alpha Capital Management 0.74% Add +4.3% 24,147 $3.8M
Exchange Bank 3.13% Reduce -0.9% 24,144 $3.8M
Sage Investment Advisers LLC 4.37% Reduce -0.6% 24,143 $3.8M
Reik & Co., LLC 0.95% No change 24,113 $3.8M
Granite Bay Wealth Management, LLC 2.16% Reduce -77.9% 24,048 $3.8M
Capital Asset Advisory Services LLC 0.22% Add +7.4% 23,427 $3.8M
Venturi Wealth Management, LLC 0.24% Add +24.2% 23,964 $3.8M
Imprint Wealth LLC 0.91% Add +35.8% 23,683 $3.8M
Capital Investment Advisory Services, LLC 0.40% Reduce -6.7% 23,871 $3.8M
Montecito Bank & Trust 0.75% Reduce -2.2% 23,868 $3.8M
Jacobs & Co. 0.40% Reduce -1.3% 23,841 $3.8M
CX Institutional 0.18% Add +60.3% 23,779 $3.8M
Investment Advisory Services Inc. /TX 1.37% Reduce -0.3% 23,746 $3.7M
MIdWestOne Financial Group, Inc. 0.67% Add +1.5% 23,714 $3.7M
WD Rutherford LLC 1.93% Add +8.9% 23,591 $3.7M
apricus wealth, LLC 2.61% Add +9.0% 23,532 $3.7M
Bridge Creek Capital Management LLC 1.19% Add +1.6% 23,518 $3.7M
Greenline Partners, LLC 0.59% Add +1.2% 23,491 $3.7M
Strategic Advisors LLC 0.73% Add +13.7% 23,466 $3.7M
Nwam LLC 0.30% Reduce -7.9% 22,813 $3.7M
BBR Partners, LLC 0.30% Add +8.7% 23,413 $3.7M
AIA Group Ltd 0.12% Add +38.4% 23,394 $3.7M
Arvest Trust Co. N A 0.21% Reduce -4.6% 23,375 $3.7M
Knollwood Investment Advisory, LLC 0.67% No change 23,350 $3.7M
RKL Wealth Management LLC 0.36% Reduce -0.8% 23,317 $3.7M
Balentine LLC 0.11% Reduce -27.1% 23,312 $3.7M
B.O.S.S. Retirement Advisors, LLC 1.41% Reduce -12.5% 24,622 $3.7M
First National Advisers, LLC 0.82% Add +32.8% 23,097 $3.7M
Capricorn Fund Managers Ltd 2.20% No change 23,192 $3.7M
Glass Wealth Management Co LLC 2.23% — 23,137 $3.6M
Charles Schwab Trust Co 0.35% Reduce -9.3% 23,136 $3.6M
Mitchell Sinkler & Starr 0.91% Reduce -30.4% 23,123 $3.6M
Brighton Jones LLC 0.13% Add +3.4% 23,091 $3.6M
First Command Advisory Services, Inc. 0.04% Reduce -3.1% 23,047 $3.6M
Baker Avenue Asset Management, LP 0.14% Reduce -7.0% 23,015 $3.6M
Weatherly Asset Management L. P. 0.35% Reduce -1.5% 22,938 $3.6M
Builder Investment Group Inc. 1.05% Reduce -4.1% 22,932 $3.6M
Arlington Financial Advisors, LLC 0.79% Add +9.4% 22,923 $3.6M
Enterprise Bank & Trust Co 1.24% Add +1.5% 22,920 $3.6M
Cottage Street Advisors LLC 2.18% Add +0.1% 22,845 $3.6M
Accurate Wealth Management, LLC 1.05% Add +4.1% 22,503 $3.6M
Concourse Financial Group Securities, Inc. 0.23% Add +3.0% 22,821 $3.6M
North Star Investment Management Corp. 0.26% Reduce -4.9% 22,791 $3.6M
Brookmont Capital Management 1.89% Add +0.4% 22,779 $3.6M
Concord Wealth Partners 0.65% Add +16.6% 22,775 $3.6M
Strategic Blueprint, LLC 0.26% Add +10.7% 22,771 $3.6M
Boltwood Capital Management 1.11% Reduce -0.9% 22,738 $3.6M
Caprock Group, LLC 0.21% Add +12.6% 22,728 $3.6M
Lantz Financial LLC 1.15% Add +4.0% 22,711 $3.6M
Wright Investors Service Inc. 0.91% Add +0.5% 22,695 $3.6M
&partners 0.49% Add +66.9% 22,692 $3.6M
QV Investors Inc. 0.31% Reduce -1.9% 22,647 $3.6M
Syon Capital LLC 0.34% Add +5.4% 22,639 $3.6M
CGN Advisors LLC 0.45% Add +11.4% 22,633 $3.6M
Independent Solutions Wealth Management, LLC 0.85% Add +7.6% 22,574 $3.6M
Waldron Private Wealth LLC 0.16% Reduce -3.8% 22,556 $3.6M
FDx Advisors, Inc. 0.54% Reduce -23.5% 22,541 $3.6M
Symmetry Investments LP 0.37% Add +185.7% 22,412 $3.5M
Belpointe Asset Management LLC 0.26% Reduce -0.7% 22,395 $3.5M
Brick & Kyle, Associates 1.57% Reduce -0.0% 22,007 $3.5M
Delaney Dennis R 1.92% Add +0.8% 22,346 $3.5M
Moody National Bank Trust Division 0.28% Reduce -1.3% 22,265 $3.5M
Legacy Capital Wealth Partners, LLC 2.49% Add +71.3% 20,731 $3.5M
Gifford Fong Associates 0.97% No change 22,200 $3.5M
Whalerock Point Partners, LLC 0.99% Add +1.6% 22,146 $3.5M
Massachusetts Wealth Management 2.46% Add +3.3% 22,141 $3.5M
Kingswood Wealth Advisors, LLC 0.40% Add +63.3% 22,079 $3.5M
Ritholtz Wealth Management 0.12% Reduce -8.5% 22,073 $3.5M
Verdence Capital Advisors LLC 0.32% Reduce -26.9% 22,057 $3.5M
Robertson Stephens Wealth Management, LLC 0.19% Add +1.4% 22,046 $3.5M
Cape Investment Advisory, Inc. 1.62% Add +5.2% 22,018 $3.5M
Mitchell McLeod Pugh & Williams Inc. 0.84% Add +2.2% 22,013 $3.5M
Viking Fund Management LLC 0.63% Add +46.7% 22,000 $3.5M
Ruffer LLP 0.13% No change 22,000 $3.5M
Symphony Financial, Ltd. Co. 0.81% Reduce -9.5% 21,995 $3.5M
Sterling Investment Advisors, Ltd. 0.98% Add +8.1% 21,990 $3.5M
Navellier & Associates Inc. 0.43% Add +15.6% 21,909 $3.5M
Patten Group, Inc. 0.85% Add +6.4% 21,903 $3.5M
Te Ahumairangi Investment Management Ltd 0.60% Add +11.2% 21,824 $3.4M
Coerente Capital Management 0.65% Add +6.1% 21,790 $3.4M
Huber Capital Management LLC 0.77% Reduce -3.1% 21,700 $3.4M
VeraBank, N.A. 1.07% Reduce -0.4% 21,699 $3.4M
Little House Capital LLC 1.13% Reduce -16.0% 21,692 $3.4M
Cornerstone Wealth Management, LLC 0.28% Add +3.3% 21,673 $3.4M
Empire Financial Management Company, LLC 1.13% Add +13.1% 21,661 $3.4M
International Assets Investment Management, LLC 0.36% Reduce -0.3% 21,409 $3.4M
Advisors Management Group Inc. 0.84% Add +3.1% 21,570 $3.4M
CMG Global Holdings, LLC 2.33% Add +0.3% 21,525 $3.4M
HCR Wealth Advisors 0.51% Add +1.9% 21,521 $3.4M
Mach-1 Financial Group, LLC 2.59% Reduce -9.8% 21,515 $3.4M
Red Cedar Investment Management, LLC 0.42% Reduce -17.1% 21,498 $3.4M
Norway Savings Bank 1.41% Reduce -0.6% 21,463 $3.4M
Pitcairn Co. 0.22% Add +3.7% 21,437 $3.4M
Checchi Capital Advisers, LLC 0.26% Add +2.5% 21,420 $3.4M
Threadgill Financial, LLC 1.49% Reduce -3.7% 21,323 $3.4M
Capital Markets Trading UK LLP 2.43% Add +241.4% 21,248 $3.4M
Global Financial Private Client, LLC 1.44% Add +4.1% 21,062 $3.4M
Guardian Investment Management 2.69% Reduce -2.6% 21,228 $3.3M
Beaton Management Co. Inc. 1.82% Reduce -1.3% 21,184 $3.3M
Horst & Graben Wealth Management LLC 0.68% Add +5.2% 21,147 $3.3M
Monetary Management Group Inc. 0.92% Add +3.8% 21,028 $3.3M
Western Wealth Management, LLC 0.26% Reduce -34.6% 21,008 $3.3M
Prelude Capital Management, LLC 0.23% New 20,994 $3.3M
L & S Advisors Inc 0.42% Add +648.4% 20,948 $3.3M
Concord Asset Management, LLC 0.87% Add +17.0% 20,922 $3.3M
Studio Investment Management LLC 0.78% Reduce -1.7% 20,876 $3.3M
Qsemble Capital Management, LP 0.72% New 20,867 $3.3M
Cox Capital Mgt LLC 2.03% Add +11.8% 20,863 $3.3M
GM Advisory Group, LLC 0.23% Add +8.3% 20,857 $3.3M
Shoker Investment Counsel, Inc. 1.17% Reduce -1.3% 20,646 $3.3M
Mather Group, Llc. 0.05% Reduce -14.4% 21,992 $3.3M
Liberty Wealth Management LLC 0.64% Reduce -4.0% 20,748 $3.3M
Middleton & Co. Inc. 0.38% No change 20,712 $3.3M
Fairview Capital Investment Management, LLC 0.18% Add +0.3% 20,672 $3.3M
Lineweaver Wealth Advisors, LLC 0.77% Add +5.8% 20,601 $3.3M
Caldwell Sutter Capital, Inc. 1.57% Add +0.7% 20,605 $3.3M
Main Street Financial Solutions, LLC 0.35% Add +23.6% 20,549 $3.2M
Paloma Partners Management Co 0.68% Add +4162.8% 20,504 $3.2M
Cidel Asset Management Inc. 0.25% Add +4.9% 20,489 $3.2M
Steward Partners Investment Solutions, LLC 0.54% Add +165.3% 20,488 $3.2M
TFG Advisers LLC 1.26% Add +1.3% 20,483 $3.2M
Financial Advisory Partners, LLC 1.25% Reduce -12.8% 20,447 $3.2M
Coastline Trust Co 0.39% Reduce -35.0% 20,443 $3.2M
Elevation Point Wealth Partners, LLC 0.25% Add +89.5% 20,439 $3.2M
Erste Asset Management GmbH 0.04% Reduce -16.6% 20,479 $3.2M
Trilogy Capital Inc. 0.19% Add +10.8% 20,412 $3.2M
Gables Capital Management Inc. 1.77% Add +2.1% 20,356 $3.2M
Acadian Asset Management LLC 0.01% Reduce -81.9% 20,331 $3.2M
McKinley Carter Wealth Services, Inc. 0.21% Reduce -0.5% 20,284 $3.2M
TTP Investments, Inc. 1.40% Reduce -2.3% 20,271 $3.2M
Trust Point Inc. 0.25% Add +0.9% 20,217 $3.2M
Duff & Phelps Investment Management Co. 0.04% Add +3.0% 20,206 $3.2M
Kelly Lawrence W & Associates Inc. 0.74% No change 20,194 $3.2M
Cardiff Park Advisors, LLC 0.30% Add +0.1% 20,190 $3.2M
Albion Financial Group 0.25% Add +5.5% 20,175 $3.2M
LCNB Corp. 1.15% Reduce -0.3% 20,144 $3.2M
Wealth Alliance Advisory Group, LLC 0.74% Reduce -3.6% 20,086 $3.2M
Benin Management CORP 1.00% Add +12.4% 20,051 $3.2M
WCG Wealth Advisors LLC 0.26% Reduce -28.1% 20,027 $3.2M
P&S Credit Management, L.P. 17.10% New 20,000 $3.2M
Jade Capital Advisors, LLC 2.38% New 20,000 $3.2M
Granby Capital Management, LLC 1.54% No change 20,000 $3.2M
Atlanta Consulting Group Advisors, LLC 1.09% — 19,969 $3.1M
Financial Sense Advisors, Inc. 1.12% Reduce -6.8% 19,929 $3.1M
Quadrant Capital Group LLC 0.25% Reduce -1.0% 19,924 $3.1M
White Pine Capital LLC 1.19% Reduce -0.8% 19,460 $3.1M
Second Line Capital, LLC 1.02% Add +2.4% 19,847 $3.1M
Krilogy Financial LLC 0.24% Add +39.3% 19,828 $3.1M
Hudock, Inc. 0.69% Add +8.9% 19,815 $3.1M
WP Advisors, LLC 1.02% Add +1.3% 19,799 $3.1M
Marcum Wealth, LLC 0.32% Add +12.2% 19,759 $3.1M
Liberty One Investment Management, LLC 0.35% Add +9.7% 19,726 $3.1M
Orleans Capital Management Corp. 2.04% Reduce -21.6% 19,724 $3.1M
Pinnacle Wealth Management Advisory Group, LLC 0.33% Reduce -2.0% 19,714 $3.1M
Mystic Asset Management, Inc. 1.29% Add +4.7% 19,687 $3.1M
Cohen Investment Advisors LLC 2.01% Add +10.7% 19,684 $3.1M
Greenwood Capital Associates LLC 0.41% Reduce -1.3% 19,669 $3.1M
Quadcap Wealth Management, LLC 0.70% Reduce -5.5% 19,647 $3.1M
ArchPoint Investors 1.30% No change 19,610 $3.1M
Granite Investment Partners, LLC 0.12% No change 19,602 $3.1M
Sculati Wealth Management, LLC 1.34% Add +1.0% 19,565 $3.1M
Tortoise Capital Advisors, L.L.C. 0.04% No change 19,528 $3.1M
Insigneo Advisory Services, LLC 0.36% Add +1.0% 19,475 $3.1M
Sippican Capital Advisors 2.39% Reduce -12.0% 19,473 $3.1M
Cutter & CO Brokerage, Inc. 0.75% Reduce -4.2% 19,368 $3.1M
New Century Financial Group, LLC 2.11% Add +277.8% 19,335 $3.0M
DT Investment Partners, LLC 0.31% Reduce -4.0% 19,318 $3.0M
Matrix Private Capital Group LLC 2.06% Reduce -0.1% 19,301 $3.0M
Kampmann Melissa S. 2.19% Add +16.3% 19,292 $3.0M
Rehmann Capital Advisory Group 0.23% Add +7.9% 19,272 $3.0M
Wealth Group, Ltd. 2.29% — 19,227 $3.0M
Hunter Associates Investment Management LLC 0.51% Reduce -1.3% 19,155 $3.0M
Grey Ledge Advisors, LLC 0.85% Reduce -0.1% 19,157 $3.0M
Modern Wealth Management, LLC 0.28% Add +623.4% 19,104 $3.0M
Arden Trust Co 0.42% Reduce -5.7% 19,084 $3.0M
Aspiriant, LLC 0.12% Reduce -1.7% 19,074 $3.0M
Kentucky Farm Bureau Mutual Insurance Co 0.71% No change 19,000 $3.0M
AlphaCore Capital LLC 0.80% Reduce -4.3% 18,994 $3.0M
180 Wealth Advisors, LLC 0.54% Reduce -4.0% 18,993 $3.0M
Sfmg, LLC 0.26% Reduce -1.9% 18,989 $3.0M
Vectors Research Management, LLC 0.84% Reduce -76.4% 18,966 $3.0M
CFM Wealth Partners LLC 0.60% Add +4.7% 18,949 $3.0M
Legacy Advisors, LLC 0.38% Reduce -16.7% 18,935 $3.0M
Holocene Advisors, LP 0.01% New 18,932 $3.0M
Moneco Advisors, LLC 0.47% Add +7.0% 18,887 $3.0M
Sigma Investment Counselors Inc. 0.19% Reduce -2.4% 18,855 $3.0M
Missouri Trust & Investment Co 1.15% Reduce -3.7% 18,841 $3.0M
Siemens Fonds Invest GmbH 0.23% Reduce -4.4% 18,823 $3.0M
Sit Investment Associates Inc. 0.07% Reduce -3.1% 18,807 $3.0M
Smithfield Trust Co 0.16% Reduce -0.7% 18,784 $3.0M
Bangor Savings Bank 0.30% Add +4.4% 18,774 $3.0M
Summit Global Investments 0.22% Reduce -62.3% 18,760 $3.0M
Columbia Bank 1.21% — 18,749 $3.0M
RMR Wealth Builders 0.36% Add +21.9% 18,738 $3.0M
Prosperitas Financial LLC 1.89% Add +2.4% 18,710 $3.0M
Hutchinson Capital Management 0.60% Reduce -0.1% 18,692 $2.9M
Boyd Watterson Asset Management LLC 1.07% Add +2.0% 18,691 $2.9M
Wimmer Associates 1, LLC 1.55% Add +2.3% 18,677 $2.9M
Allen Mooney & Barnes Investment Advisors LLC 0.56% Reduce -0.7% 18,173 $2.9M
Kavar Capital Partners Group, LLC 0.54% Reduce -18.7% 18,618 $2.9M
Consolidated Investment Group LLC 0.47% No change 18,600 $2.9M
Highlander Capital Management, LLC 1.16% Add +42.3% 18,600 $2.9M
Field & Main Bank 1.14% Add +0.2% 18,593 $2.9M
Chase Investment Counsel Corp. 1.09% Add +1.0% 18,560 $2.9M
Painted Porch Advisors LLC 1.78% Add +0.4% 18,490 $2.9M
Pearl River Capital, LLC 0.46% New 18,417 $2.9M
Employees Retirement System of Texas 0.03% Reduce -39.8% 18,410 $2.9M
Jump Financial, LLC 0.08% Add +1.9% 18,374 $2.9M
Harbor Investment Advisory, LLC 0.30% Add +0.8% 18,369 $2.9M
Quadrant Private Wealth Management, LLC 0.73% Add +5.6% 18,356 $2.9M
Synergy Asset Management, LLC 0.49% Add +83.0% 18,350 $2.9M
Saxon Interests, Inc. 1.38% Add +10.9% 18,340 $2.9M
Cigna Investments Inc. 0.55% Reduce -1.0% 18,339 $2.9M
Providence Capital Advisors, LLC 0.63% Add +2.2% 18,326 $2.9M
Private Capital Management, LLC 0.33% Add +1.8% 18,319 $2.9M
Philadelphia Trust Co. 0.23% Add +2.3% 18,281 $2.9M
Lake Street Private Wealth, LLC 0.40% Add +9.7% 18,279 $2.9M
Portside Wealth Group, LLC 0.53% Add +21.8% 18,206 $2.9M
Patron Partners, LLC 1.75% Reduce -0.5% 18,181 $2.9M
Y-Intercept (Hong Kong) Ltd 0.22% New 18,160 $2.9M
Steel Grove Capital Advisors, LLC 0.38% Add +28.9% 18,124 $2.9M
Pullen Investment Management, LLC 2.41% — 18,121 $2.9M
Bank of Stockton 0.88% Add +2.4% 18,085 $2.9M
SFE Investment Counsel 0.65% Add +27.4% 18,085 $2.9M
West Oak Capital, LLC 1.21% Add +0.8% 18,083 $2.9M
Peoples Financial Services Corp. 1.24% Reduce -3.1% 18,064 $2.8M
Stratos Wealth Advisors, LLC 0.17% Reduce -56.0% 18,050 $2.8M
Virginia Wealth Management Group, Inc. 2.33% Add +0.1% 18,047 $2.8M
Oakworth Capital, Inc. 0.21% Add +21.2% 18,017 $2.8M
Excalibur Management Corp. 1.20% Add +3.1% 17,993 $2.8M
Cooper Financial Group 0.47% Add +2.0% 17,958 $2.8M
Milestone Asset Management, LLC 0.81% New 17,911 $2.8M
Old Port Advisors 0.86% Add +5.1% 17,880 $2.8M
Clear Harbor Asset Management, LLC 0.25% Reduce -0.5% 17,878 $2.8M
Beacon Financial Group 0.32% Reduce -1.8% 17,860 $2.8M
Wilkinson Global Asset Management LLC 0.18% Add +4.2% 17,857 $2.8M
Round Rock Advisors LLC 0.67% Reduce -18.2% 17,727 $2.8M
Pallas Capital Advisors LLC 0.12% Add +0.1% 17,623 $2.8M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.17% Reduce -3.5% 16,800 $2.8M
Wealth Alliance, LLC 0.36% Add +8.6% 17,550 $2.8M
Personal Cfo Solutions, LLC 0.43% Add +4.4% 17,521 $2.8M
Roundview Capital LLC 0.23% Reduce -0.8% 17,511 $2.8M
Evanson Asset Management, LLC 0.21% Add +0.1% 17,496 $2.8M
Trueblood Wealth Management, LLC 1.58% Add +1.2% 17,488 $2.8M
Burney Co./ 0.11% Add +1.6% 17,481 $2.8M
Garner Asset Management Corp 1.04% Add +3.1% 17,467 $2.8M
Grove Bank & Trust 0.46% Add +4.6% 17,456 $2.8M
NORTHSTAR ASSET MANAGEMENT Co 0.68% Add +0.7% 17,413 $2.7M
GTS Securities LLC 0.07% Reduce -24.6% 17,352 $2.7M
Acropolis Investment Management, LLC 0.18% Add +0.6% 17,348 $2.7M
Dorsey & Whitney Trust CO LLC 0.19% Reduce -3.5% 17,344 $2.7M
Redmond Asset Management, LLC 0.87% Reduce -1.4% 17,305 $2.7M
ICA Group Wealth Management, LLC 0.55% Add +11.2% 17,283 $2.7M
Paradigm Asset Management Co. LLC 0.69% Reduce -2.5% 17,278 $2.7M
Chicago Partners Investment Group LLC 0.12% Reduce -2.5% 16,723 $2.7M
Continuum Advisory, LLC 0.41% Reduce -17.1% 16,452 $2.7M
Nicholas Hoffman & Company, LLC. 0.14% Add +0.9% 17,247 $2.7M
Fielder Capital Group LLC 1.22% Reduce -0.5% 17,243 $2.7M
Pettee Investors, Inc. 1.15% Reduce -12.0% 17,229 $2.7M
Banco de Sabadell, S.A 2.02% Reduce -1.4% 17,228 $2.7M
Joel Isaacson & Co., LLC 0.15% Add +0.9% 17,186 $2.7M
Smith, Moore & Co. 0.29% Add +1.6% 17,171 $2.7M
CSS LLC 0.66% Add +40.9% 17,158 $2.7M
South Street Advisors LLC 0.43% No change 17,150 $2.7M
GC Wealth Management RIA, LLC 0.54% Add +8.8% 17,126 $2.7M
Founders Financial Alliance, LLC 0.81% Reduce -0.4% 17,084 $2.7M
Altrafin AG 0.97% Add +108.1% 17,002 $2.7M
Delta Investment Management, LLC 0.61% Add +0.9% 16,987 $2.7M
Bristlecone Advisors, LLC 0.24% Add +0.8% 16,951 $2.7M
CNB Bank 1.30% Reduce -0.7% 16,927 $2.7M
Qtron Investments LLC 0.38% Reduce -5.7% 16,917 $2.7M
Cohen Capital Management, Inc. 0.47% No change 16,908 $2.7M
Woodard & Co. Asset Management Group Inc. 0.71% Add +10.2% 16,859 $2.7M
Ostrum Asset Management 0.21% Add +32.4% 16,828 $2.7M
Johnson Financial Group, Inc. 0.14% Add +24.7% 16,800 $2.7M
Asahi Life Asset Management Co., LTD. 1.59% Reduce -23.5% 16,798 $2.6M
Private Capital Advisors, Inc. 0.33% No change 16,763 $2.6M
Ironwood Investment Counsel, LLC 0.46% Reduce -7.5% 16,755 $2.6M
Cyndeo Wealth Partners, LLC 0.22% Add +6.0% 16,753 $2.6M
Leibman Financial Services, Inc. 2.02% Add +7.8% 16,722 $2.6M
Raab & Moskowitz Asset Management LLC 0.74% Add +1.1% 16,715 $2.6M
Mayflower Financial Advisors, LLC 0.44% Reduce -81.3% 16,703 $2.6M
Midland Wealth Advisors, LLC 0.16% Reduce -0.8% 16,695 $2.6M
Sterling Investment Management, LLC 1.86% Reduce -0.0% 16,688 $2.6M
Transamerica Financial Advisors, LLC 0.27% Add +141.9% 16,685 $2.6M
Modus Advisors, LLC 0.97% Reduce -0.2% 16,671 $2.6M
Trustco Bank Corp. N Y 2.73% Reduce -4.7% 16,665 $2.6M
Page Arthur B 2.70% Add +0.2% 16,660 $2.6M
Searle & Co. 0.67% No change 16,639 $2.6M
Fiduciary Group, LLC 0.29% Add +5.0% 16,602 $2.6M
Naviter Wealth, LLC 0.43% Add +74.6% 16,593 $2.6M
Washington Trust Bank 0.25% Reduce -5.5% 16,588 $2.6M
Resurgent Financial Advisors LLC 1.40% Reduce -3.2% 16,563 $2.6M
Coppell Advisory Solutions Corp. 0.49% — 16,562 $2.6M
Verus Capital Partners, LLC 0.29% Reduce -3.9% 16,558 $2.6M
Jeppson Wealth Management, LLC 1.01% Add +0.4% 16,558 $2.6M
Realta Investment Advisors 0.54% Reduce -0.9% 16,521 $2.6M
Sutton Place Investors LLC 1.29% Add +29.9% 16,504 $2.6M
Edmond DE Rothschild Holding S.A. 0.04% Reduce -81.7% 16,496 $2.6M
Triangle Securities Wealth Management 0.74% Add +1.9% 16,472 $2.6M
Gotham Asset Management 0.04% Reduce -8.0% 16,406 $2.6M
Capital Advisory Group Advisory Services, LLC 1.23% Add +16.1% 16,398 $2.6M
Van Cleef Asset Management,Inc 0.33% Add +1.1% 16,341 $2.6M
Nvest Financial, LLC 1.72% Add +3.9% 16,338 $2.6M
Focus Financial Network, Inc. 0.12% — 16,265 $2.6M
Certified Advisory Corp 0.36% Add +0.7% 16,226 $2.6M
Clear Creek Financial Management, LLC 0.33% Add +45.9% 16,212 $2.6M
Chesapeake Wealth Management 0.93% Reduce -2.1% 16,173 $2.6M
Chilton Capital Management LLC 0.12% Reduce -0.5% 16,097 $2.5M
Arvest Investments, Inc. 0.40% Reduce -14.6% 16,017 $2.5M
Iat Reinsurance Co. LTD. 1.26% Add +100.0% 32,000 $2.5M
Beacon Bank & Trust 0.63% Reduce -6.4% 15,956 $2.5M
Trivant Custom Portfolio Group, LLC 1.60% Reduce -50.8% 15,933 $2.5M
Arbor Trust Wealth Advisors, LLC 1.38% Add +2.1% 15,423 $2.5M
Counterweight Ventures, LLC 2.02% Add +17.0% 15,905 $2.5M
Van Strum & Towne Inc. 0.91% Add +1.3% 15,865 $2.5M
Schechter Investment Advisors, LLC 0.19% Add +4.7% 15,834 $2.5M
TKG Advisors, LLC 1.39% Add +11.4% 15,787 $2.5M
Fort Point Capital Partners LLC 0.33% Add +0.0% 15,606 $2.5M
Sentinel Trust Co. Lba 0.32% No change 15,601 $2.5M
Bull Street Advisors, LLC 1.18% Add +6.8% 15,591 $2.5M
First Bank & Trust 0.51% Add +29.9% 15,559 $2.5M
Parkside Financial Bank & Trust 0.39% Add +9.0% 15,538 $2.5M
Finer Wealth Management, Inc. 1.61% Reduce -0.9% 15,530 $2.4M
Adirondack Trust Co. 1.02% Reduce -1.3% 15,519 $2.4M
Somerset Group LLC 2.29% Add +1.6% 15,513 $2.4M
Wealth Effects LLC 0.90% Reduce -8.7% 15,510 $2.4M
Intact Investment Management Inc. 0.10% Reduce -58.8% 15,500 $2.4M
Private Portfolio Partners LLC 0.51% Add +1.3% 15,486 $2.4M
Leelyn Smith, LLC 0.49% Reduce -1.4% 15,463 $2.4M
Smith Chas P & Associates Pa Cpas 0.15% Reduce -0.9% 15,455 $2.4M
Insight Inv LLC 2.11% Add +0.6% 15,440 $2.4M
Cassaday & Co Wealth Management LLC 0.08% Add +0.3% 15,437 $2.4M
Bontempo Ohly Capital Mgmt LLC 1.19% Add +10.1% 15,426 $2.4M
Capital Advisors Wealth Management, LLC 0.50% Add +4.3% 15,424 $2.4M
Arrow Financial Corp 0.24% Reduce -0.8% 15,419 $2.4M
DeDora Capital, Inc. 0.77% Add +1.7% 15,398 $2.4M
Edmp, Inc. 2.02% Reduce -0.7% 15,370 $2.4M
SageView Advisory Group, LLC 0.12% Reduce -32.8% 15,359 $2.4M
Clearstead Trust, LLC 0.63% Reduce -5.3% 15,350 $2.4M
Birch Hill Investment Advisors LLC 0.12% Reduce -8.1% 15,314 $2.4M
Titleist Asset Management, LLC 0.42% Add +3.9% 15,313 $2.4M
Delta Financial Advisors LLC 0.96% Reduce -0.5% 15,310 $2.4M
Traynor Capital Management, Inc. 0.23% Add +11.1% 15,307 $2.4M
WealthTrust Axiom LLC 0.78% Reduce -5.0% 15,297 $2.4M
Perpetual Ltd 0.02% Reduce -10.9% 16,112 $2.4M
Pacific Center for Financial Services 0.68% Add +0.6% 15,221 $2.4M
TrueMark Investments, LLC 2.20% Reduce -1.9% 15,218 $2.4M
Newman Dignan & Sheerar, Inc. 0.64% Reduce -0.3% 15,185 $2.4M
Manhattan West Asset Management, LLC 0.57% Add +6.5% 15,178 $2.4M
Harbour Investment Management LLC 1.12% Reduce -0.2% 15,160 $2.4M
GeoWealth Management, LLC 0.09% Add +27.5% 15,158 $2.4M
Lindenwold Advisors, INC 1.28% Add +14.8% 15,154 $2.4M
Hoertkorn Richard Charles 1.02% Reduce -1.3% 15,097 $2.4M
Accordant Advisory Group Inc 1.78% — 15,083 $2.4M
Lloyd Advisory Services, LLC. 0.51% Add +457.1% 15,070 $2.4M
Keudell/Morrison Wealth Management 0.72% Add +1.8% 15,068 $2.4M
JTC Employer Solutions Trustee Ltd 0.15% No change 15,178 $2.4M
Weik Capital Management 1.01% Add +11.4% 15,040 $2.4M
Wasatch Advisors LP 0.01% New 15,025 $2.4M
Constant Guidance Financial LLC 2.18% New 14,766 $2.4M
Fifth Third Wealth Advisors LLC 0.37% Add +31.1% 15,009 $2.4M
Marietta Investment Partners LLC 0.52% Reduce -1.3% 14,971 $2.4M
Raleigh Capital Management Inc. 1.02% Add +6.8% 14,967 $2.4M
O'Brien Greene & Co. Inc 0.78% Reduce -2.1% 14,956 $2.4M
SignalPoint Asset Management, LLC 0.65% Add +4.4% 14,947 $2.4M
Prevail Innovative Wealth Advisors, LLC 0.88% Add +38.4% 14,939 $2.4M
Founders Financial Securities LLC 0.25% Add +34.5% 14,929 $2.4M
First United Bank & Trust 0.87% Add +1.0% 14,865 $2.3M
Pavion Blue Capital, LLC 1.16% No change 14,862 $2.3M
Systematic Alpha Investments, LLC 0.09% No change 14,854 $2.3M
World Equity Group, Inc. 0.48% Add +0.5% 14,824 $2.3M
Herbst Group, LLC 1.45% Reduce -2.9% 14,850 $2.3M
Private Harbour Investment Management & Counsel, LLC 2.52% Reduce -0.9% 14,836 $2.3M
Wilkins Investment Counsel Inc. 0.34% Add +562.9% 14,815 $2.3M
Alexander Labrunerie & Co., Inc. 1.32% — 14,816 $2.3M
Ahl Investment Management, Inc. 1.79% Add +6.3% 14,807 $2.3M
Karpas Strategies, LLC 0.72% Add +0.3% 14,729 $2.3M
Grandview Asset Management LLC 1.05% Reduce -0.5% 14,728 $2.3M
Slagle Financial, LLC 1.26% Reduce -72.3% 14,703 $2.3M
Sargent Investment Group, LLC 0.51% Reduce -13.5% 14,691 $2.3M
Knuff & Co LLC 0.78% Add +14.9% 14,659 $2.3M
Central Pacific Bank - Trust Division 0.30% — 14,476 $2.3M
Clarius Group, LLC 0.16% Reduce -9.1% 14,564 $2.3M
Perennial Investment Advisors, LLC 0.35% Add +6.7% 14,557 $2.3M
Outlook Wealth Advisors, LLC 0.71% Add +15.4% 14,556 $2.3M
Longfellow Investment Management Co. LLC 0.52% Add +0.8% 14,556 $2.3M
Verition Fund Management LLC 0.02% Reduce -27.2% 14,553 $2.3M
Monarch Capital Management Inc. 0.65% Add +0.3% 14,552 $2.3M
Berkeley Capital Partners, LLC 0.70% Add +5.8% 14,543 $2.3M
Winslow Asset Management Inc. 0.43% Reduce -1.5% 14,515 $2.3M
Arbor Capital Management Inc. 2.16% Reduce -20.6% 14,020 $2.3M
Alpine Woods Capital Investors, LLC 0.45% Reduce -71.8% 14,132 $2.3M
Whitener Capital Management, Inc. 0.75% Add +6.4% 14,435 $2.3M
Abundance Wealth Counselors 0.52% Add +3.2% 14,415 $2.3M
Magnus Financial Group LLC 0.27% Add +5.2% 14,410 $2.3M
Argonautica Private Wealth Management, Inc. 0.81% Add +3.4% 14,358 $2.3M
Pinnacle West Asset Management, Inc. 1.79% Add +0.1% 14,315 $2.3M
Somerset Trust Co 0.92% Add +3.3% 14,236 $2.2M
Lighthouse Investment Partners, LLC 0.13% New 14,217 $2.2M
CIC Wealth, LLC 0.65% Add +3.0% 14,185 $2.2M
Notis-McConarty Edward 0.88% Reduce -3.0% 14,170 $2.2M
Horizon Kinetics Asset Management LLC 0.04% Reduce -0.7% 14,083 $2.2M
Brady Family Wealth, LLC 0.72% Reduce -2.9% 14,074 $2.2M
Norden Group LLC 0.45% Add +74.4% 14,031 $2.2M
Cascade Investment Group, Inc. 1.66% Add +1.3% 14,030 $2.2M
Symmetry Partners, LLC 0.17% Reduce -13.7% 14,025 $2.2M
Ategra Capital Management, LLC 1.02% New 14,022 $2.2M
Chemung Canal Trust Co. 0.43% Reduce -1.8% 14,005 $2.2M
Convergence Investment Partners, LLC 0.85% Reduce -2.2% 14,006 $2.2M
Ti-Trust, Inc. 1.62% No change 13,998 $2.2M
Dover Advisors, LLC 1.51% Add +76.0% 13,978 $2.2M
Providence Wealth Advisors, LLC 1.88% Reduce -25.5% 13,852 $2.2M
Harbour Trust & Investment Management Co 0.28% Reduce -0.4% 13,918 $2.2M
New Potomac Partners, LLC 1.22% Reduce -1.5% 13,918 $2.2M
Richard P Slaughter Associates Inc 0.53% New 13,909 $2.2M
WASHINGTON TRUST Co 0.08% Reduce -0.8% 13,882 $2.2M
St Germain D J Co. Inc. 0.11% Add +0.0% 13,881 $2.2M
LYNX Capital Group Ltd. 1.48% Add +17.4% 13,865 $2.2M
Lodestar Private Asset Management LLC 0.31% Reduce -1.7% 13,861 $2.2M
Dynamic Technology Lab Private Ltd 0.23% New 13,850 $2.2M
Gryphon Financial Partners LLC 0.37% Add +21.3% 13,832 $2.2M
Lafayette Investments, Inc. 0.49% Reduce -0.0% 13,793 $2.2M
Valmark Advisers, Inc. 0.04% Add +3.9% 13,749 $2.2M
Kiley Juergens Wealth Management, LLC 0.67% Reduce -3.1% 13,733 $2.2M
Bank of New Hampshire 0.57% Reduce -8.4% 13,725 $2.2M
JFS Wealth Advisors, LLC 0.17% Reduce -0.4% 13,721 $2.2M
GAMMA Investing LLC 0.44% Add +43.4% 13,717 $2.2M
Center for Financial Planning, Inc. 0.32% Add +7.8% 13,712 $2.2M
PYA Waltman Capital, LLC 0.80% Add +8.5% 13,699 $2.2M
Voloridge Investment Management, LLC 0.01% Reduce -98.2% 13,623 $2.1M
Belmont Capital, LLC 0.58% No change 13,571 $2.1M
Pinnacle Holdings, LLC 0.88% Reduce -5.0% 13,560 $2.1M
CoreFirst Bank & Trust 1.34% Reduce -1.3% 13,549 $2.1M
Hedges Asset Management LLC 1.50% No change 13,542 $2.1M
Lindbrook Capital, LLC 0.20% Add +4.7% 13,541 $2.1M
BKM Wealth Management, LLC 0.92% Add +27.2% 13,499 $2.1M
Letson Investment Management, Inc. 0.90% Add +0.3% 13,484 $2.1M
Cypress Asset Management Inc. 0.57% Reduce -2.2% 13,017 $2.1M
Trust Co. of Oklahoma 0.75% Reduce -4.2% 13,441 $2.1M
9258 Wealth Management, LLC 0.33% Reduce -0.7% 13,439 $2.1M
Owen LaRue, LLC 1.32% Reduce -24.1% 13,423 $2.1M
New Hampshire Trust 0.49% Reduce -3.2% 13,421 $2.1M
Schear Investment Advisers, LLC 1.70% Add +3.3% 13,411 $2.1M
Ethic Inc. 0.05% Add +18.7% 13,381 $2.1M
Hartline Investment Corp./ 0.37% Add +309.0% 13,379 $2.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.37% Add +3.2% 13,379 $2.1M
Compton Wealth Advisory Group, LLC 0.58% Add +2.2% 13,326 $2.1M
Wedmont Private Capital 0.15% Add +26.0% 12,966 $2.1M
Curbstone Financial Management Corp 0.45% Reduce -5.4% 13,296 $2.1M
NovaPoint Capital, LLC 0.73% Reduce -6.1% 13,291 $2.1M
Uncommon Cents Investing LLC 0.64% Add +5.1% 13,271 $2.1M
Oak Family Advisors, LLC 0.80% Reduce -9.5% 13,247 $2.1M
Wealth Management Partners, LLC 1.06% Add +1.6% 13,242 $2.1M
Jackson Hole Capital Partners, LLC 0.48% No change 13,208 $2.1M
Clarkston Capital Partners, LLC 0.04% Reduce -3.3% 13,190 $2.1M
Allred Capital Management, LLC 0.81% Reduce -7.8% 13,181 $2.1M
Lombard Odier Asset Management (Switzerland) SA 0.15% Reduce -12.9% 13,180 $2.1M
McDaniel Terry & Co. 0.18% Add +1.4% 13,166 $2.1M
Eaton Financial Holdings Company, LLC 1.08% Add +21.2% 13,161 $2.1M
Fortune Financial Advisors, LLC 1.32% Reduce -13.2% 13,154 $2.1M
Pin Oak Investment Advisors Inc. 2.00% Reduce -0.9% 13,142 $2.1M
Scott & Selber, Inc. 0.70% Add +0.2% 13,125 $2.1M
Eads & Heald Wealth Management 0.96% Reduce -6.2% 13,097 $2.1M
Everpar Advisors LLC 1.25% Add +38.6% 13,069 $2.1M
Legacy Financial Advisors, Inc. 0.37% Add +9.4% 13,055 $2.1M
Brown Miller Wealth Management, LLC 0.91% Add +6.6% 13,026 $2.1M
St. Louis Financial Planners Asset Management, LLC 1.85% Add +13.2% 12,784 $2.1M
Mendel Money Management 0.95% Reduce -0.9% 12,991 $2.0M
InTrack Investment Management Inc 1.52% Add +2.0% 12,981 $2.0M
Aviance Capital Partners, LLC 0.30% Add +151.0% 12,965 $2.0M
TrinityPoint Wealth, LLC 0.34% Add +21.7% 12,959 $2.0M
Home Federal Bank of Tennessee 0.63% No change 12,954 $2.0M
Full Sail Capital, LLC 0.14% Add +0.7% 12,927 $2.0M
Investment House LLC 0.12% New 12,912 $2.0M
Keystone Financial Group 0.30% Add +15.1% 12,906 $2.0M
Montchanin Asset Management, LLC 2.03% — 12,904 $2.0M
Aft, Forsyth & Sober, LLC 0.72% Reduce -4.1% 12,900 $2.0M
WealthShield Partners, LLC 0.33% Reduce -30.0% 12,891 $2.0M
Community Financial Services Group, LLC 0.46% — 12,852 $2.0M
Martin & Co. Inc. 0.49% Reduce -2.7% 12,839 $2.0M
Inlet Private Wealth, LLC 0.57% Reduce -0.4% 12,838 $2.0M
LGT Financial Advisors LLC 2.35% Add +0.3% 12,835 $2.0M
Catalyst Capital Advisors LLC 0.05% Add +1182.7% 12,827 $2.0M
Onyx Bridge Wealth Group LLC 0.36% Add +1.7% 12,173 $2.0M
Hendershot Investments Inc. 0.29% Reduce -0.3% 12,759 $2.0M
Bank Ozk 0.90% Reduce -2.8% 12,739 $2.0M
Horizon Wealth Management, LLC 0.52% Add +395.5% 12,735 $2.0M
First City Capital Management, Inc. 1.11% Reduce -3.8% 12,713 $2.0M
Gratus Capital, LLC 0.09% Add +8.8% 12,710 $2.0M
Stableford Capital II LLC 0.80% Reduce -1.9% 12,700 $2.0M
LRI Investments, LLC 0.51% — 12,699 $2.0M
Cape Ann Savings Bank 1.25% Reduce -3.3% 12,691 $2.0M
Ranch Capital Advisors Inc. 1.08% Add +10.1% 12,679 $2.0M
Joseph Group Capital Management 1.00% Add +34.9% 12,663 $2.0M
Pinnacle Wealth Planning Services, Inc. 0.29% Reduce -7.6% 12,646 $2.0M
First National Bank of Mount Dora, Trust Investment Services 0.49% Reduce -41.7% 12,645 $2.0M
CRA Financial Services, LLC 0.43% Add +0.2% 12,643 $2.0M
Centiva Capital, LP 0.12% Add +12658.6% 12,631 $2.0M
Solidarity Wealth, LLC 0.62% Add +217.6% 12,624 $2.0M
Guardian Capital LP 0.07% Reduce -1.2% 12,554 $2.0M
Wellington Shields & Co., LLC 0.66% Reduce -0.8% 12,541 $2.0M
Financial Management Network Inc. 0.50% Reduce -11.8% 12,287 $2.0M
Cliftonlarsonallen Wealth Advisors, LLC 0.04% Add +2.7% 12,484 $2.0M
Pacific Capital Wealth Advisors, Inc. 0.46% Add +0.6% 12,465 $2.0M
Hayek Kallen Investment Management 0.75% Add +0.1% 12,463 $2.0M
Smithbridge Asset Management Inc. 0.41% No change 12,453 $2.0M
ICW Investment Advisors LLC 0.87% Add +3.8% 12,452 $2.0M
Turtle Creek Wealth Advisors, LLC 0.48% Add +1.0% 12,445 $2.0M
Bedell Frazier Investment Counselling, LLC 0.49% Reduce -14.9% 12,433 $2.0M
Aveo Capital Partners, LLC 0.21% Add +41.9% 12,225 $2.0M
Parthenon LLC 0.25% Reduce -3.6% 12,405 $2.0M
Signet Investment Advisory Group, Inc. 1.07% Add +14.0% 12,368 $2.0M
Criterion Capital Advisors, LLC 1.30% Reduce -0.2% 12,364 $2.0M
Taurus Asset Management, LLC 0.20% Reduce -3.1% 12,353 $1.9M
Freedom Investment Management, Inc. 0.16% Reduce -3.0% 12,281 $1.9M
North Star Asset Management Inc. 0.09% Reduce -0.2% 12,250 $1.9M
Gleason Group, Inc. 0.40% Reduce -0.8% 12,223 $1.9M
Sompo Asset Management Co., Ltd. 0.32% Add +0.3% 12,220 $1.9M
Harfst & Associates, Inc. 0.46% Add +14.3% 12,218 $1.9M
Campbell & CO Investment Adviser LLC 0.17% New 12,215 $1.9M
IFG Advisory, LLC 0.14% Add +0.5% 12,177 $1.9M
Alaethes Wealth, LLC 0.84% Reduce -3.9% 12,155 $1.9M
High Net Worth Advisory Group LLC 0.60% Add +22.7% 12,150 $1.9M
Murphy, Middleton, Hinkle & Parker, Inc. 1.12% Reduce -1.6% 12,143 $1.9M
Girard Partners LTD. 0.18% Add +26.2% 12,138 $1.9M
Delta Asset Management LLC 0.17% Reduce -5.3% 12,134 $1.9M
TriaGen Wealth Management LLC 0.79% No change 12,117 $1.9M
World Investment Advisors 0.27% Reduce -78.3% 5,155 $1.9M
Greenfield Savings Bank 1.00% Reduce -1.9% 12,087 $1.9M
Armstrong, Fleming & Moore, Inc 1.32% Reduce -0.8% 12,084 $1.9M
Cornell Pochily Investment Advisors, Inc. 0.76% Add +0.1% 12,068 $1.9M
Ignite Planners, LLC 0.53% Reduce -15.0% 11,937 $1.9M
Hollencrest Capital Management 0.09% Reduce -1.7% 12,012 $1.9M
Supplemental Annuity Collective Trust of NJ 0.59% No change 12,000 $1.9M
Smartleaf Asset Management LLC 0.37% Add +37.2% 12,095 $1.9M
Brown, Lisle/Cummings, Inc. 0.64% Add +1.8% 11,969 $1.9M
Romano Brothers and Company 0.26% Add +8.9% 11,966 $1.9M
Aire Advisors, LLC 0.43% Add +2.7% 11,955 $1.9M
Midwest Professional Planners, LTD. 0.66% Reduce -0.6% 11,958 $1.9M
Hodges Capital Management Inc. 0.12% Reduce -10.9% 11,956 $1.9M
PSI Advisors, LLC 0.68% Add +0.9% 11,952 $1.9M
Bourgeon Capital Management LLC 0.37% Reduce -4.1% 11,913 $1.9M
Beck Mack & Oliver LLC 0.04% Reduce -0.8% 11,906 $1.9M
TrueWealth Advisors, LLC 0.72% Add +0.2% 11,847 $1.9M
Delta Financial Group, Inc. 0.55% Reduce -0.5% 11,840 $1.9M
Y.D. More Investments Ltd 0.33% Add +16.0% 11,826 $1.9M
Wealthspire Retirement, LLC 0.16% Add +83.4% 11,815 $1.9M
Oxbow Advisors, LLC 0.26% Add +13.1% 11,787 $1.9M
Conning Inc. 0.06% Reduce -0.4% 11,784 $1.9M
Beach Investment Counsel Inc. 0.23% No change 12,449 $1.9M
Secure Asset Management, LLC 0.44% Reduce -6.2% 11,772 $1.9M
Jmac Enterprises LLC 0.34% Reduce -2.0% 11,764 $1.9M
Proquility Private Wealth Partners, LLC 0.63% Add +18.2% 11,742 $1.9M
Stevens Capital Management LP 0.36% Add +290.6% 11,723 $1.8M
Autumn Glory Partners, LLC 0.90% Add +4.0% 11,711 $1.8M
Ledyard National Bank 0.18% Reduce -2.5% 11,710 $1.8M
Summit Financial Group, Inc. 0.66% Reduce -0.8% 11,692 $1.8M
Ascent Wealth Partners, LLC 0.27% Reduce -1.9% 11,671 $1.8M
Widmann Financial Services, Inc. 1.54% Add +0.2% 11,647 $1.8M
Blackhawk Capital Partners, LLC 1.15% Reduce -18.9% 11,646 $1.8M
Neumann Capital Management, LLC 0.65% No change 11,615 $1.8M
Stonehage Fleming Financial Services Holdings Ltd 0.12% Add +22.5% 11,294 $1.8M
Aquatic Capital Management LLC 0.06% New 11,600 $1.8M
Access Financial Services, Inc. 0.82% Add +18.6% 11,598 $1.8M
Sawyer & Company, Inc 0.73% Add +7.0% 11,598 $1.8M
Gradient Capital Advisors, LLC 0.67% Reduce -0.8% 11,569 $1.8M
Blackhill Capital Inc. 0.10% No change 11,550 $1.8M
Mitchell & Pahl Private Wealth, LLC 0.96% Add +3.1% 11,543 $1.8M
Centennial Bank 0.93% Reduce -3.8% 11,475 $1.8M
Burford Brothers, Inc. 1.19% Add +10.7% 11,468 $1.8M
Harvey Investment Co. LLC 0.20% No change 11,442 $1.8M
Burke & Herbert Bank & Trust Co. 1.36% Reduce -6.5% 11,435 $1.8M
Sweet Financial Partners, LLC 0.42% Reduce -0.2% 11,421 $1.8M
Capital Advantage, Inc. 0.37% Add +0.8% 10,931 $1.8M
Iams Wealth Management, LLC 1.10% Add +16.9% 11,801 $1.8M
Secured Retirement Advisors, LLC 1.52% Add +23.8% 11,391 $1.8M
Piscataqua Savings Bank 1.58% Reduce -0.6% 11,372 $1.8M
Walker Asset Management, LLC 1.18% Reduce -0.9% 11,351 $1.8M
Meiji Yasuda Life Insurance Co 0.04% Reduce -4.1% 11,342 $1.8M
Clearview Wealth Advisors LLC 1.83% Reduce -1.9% 11,342 $1.8M
Osborne Partners Capital Management, LLC 0.11% Reduce -1.1% 11,338 $1.8M
Northwest & Ethical Investments L.P. 0.05% New 11,329 $1.8M
Journey Strategic Wealth LLC 0.08% Reduce -4.7% 11,329 $1.8M
Godshalk Welsh Capital Management, Inc. 1.20% Add +0.9% 11,288 $1.8M
Northside Capital Management, LLC 0.32% Reduce -4.3% 11,282 $1.8M
Pinnacle Bancorp, Inc. 0.53% Reduce -0.3% 11,266 $1.8M
Trivium Point Advisory, LLC 0.38% Reduce -7.7% 11,252 $1.8M
EPG Wealth Management LLC 0.43% Add +2.7% 11,223 $1.8M
AdvisorNet Financial, Inc 0.17% Reduce -5.1% 11,218 $1.8M
West Paces Advisors Inc. 0.47% Reduce -3.0% 11,216 $1.8M
Vantage Financial Partners Ltd., Inc. 0.46% Add +5.7% 11,200 $1.8M
Per Stirling Capital Management, LLC. 0.29% Reduce -8.2% 11,194 $1.8M
Gibson Wealth Advisors LLC 1.70% — 11,172 $1.8M
Cypress Capital Management LLC (WY) 1.92% New 11,158 $1.8M
WESPAC Advisors, LLC 1.02% Add +265.0% 11,135 $1.8M
Nicolet Bankshares Inc. 0.36% Add +0.2% 11,094 $1.7M
Integral Investment Advisors, Inc. 0.72% Add +59.2% 11,160 $1.7M
Gen-Wealth Partners Inc 0.86% — 11,054 $1.7M
M. Kraus & Co 0.53% Reduce -5.6% 11,043 $1.7M
Creegan & Nassoura Financial Group, LLC 1.16% Reduce -0.9% 11,014 $1.7M
Baker Tilly Wealth Management, LLC 0.31% Add +24.7% 11,012 $1.7M
Prostatis Group LLC 0.66% Add +15.0% 11,038 $1.7M
Weaver C. Barksdale & Associates, Inc. 1.59% Reduce -0.6% 10,976 $1.7M
Premier Path Wealth Partners, LLC 0.33% Add +11.9% 10,973 $1.7M
Kenora Financial, LLC 0.74% Add +55.7% 10,973 $1.7M
Vise Technologies, Inc. 0.34% Add +10.0% 10,951 $1.7M
Kowal Investment Group, LLC 0.37% Add +45.3% 10,941 $1.7M
Mechanics Financial Corp 0.90% Add +3.8% 10,928 $1.7M
Forza Wealth Management, LLC 0.89% Add +1.0% 10,899 $1.7M
Main Street Research LLC 0.12% Add +7.0% 10,897 $1.7M
Roanoke Asset Management Corp./ NY 0.57% No change 10,839 $1.7M
Covenant Asset Management, LLC 0.41% Add +4.6% 10,828 $1.7M
Aries Wealth Management 0.55% Reduce -2.0% 10,812 $1.7M
Infrastructure Capital Advisors, LLC 0.27% Add +35.3% 10,800 $1.7M
Lodestone Wealth Management LLC 0.89% Add +0.3% 10,777 $1.7M
Heritage Wealth Advisors 0.08% Reduce -5.8% 10,744 $1.7M
D.B. Root & Company, LLC 0.57% Add +6.8% 10,733 $1.7M
Archer Investment Corp 0.51% Reduce -0.1% 10,660 $1.7M
AAFMAA Wealth Management & Trust LLC 0.92% Add +9.6% 10,656 $1.7M
Moseley Investment Management Inc. 0.83% Reduce -4.8% 10,654 $1.7M
KG Capital Management 0.67% Reduce -9.2% 10,610 $1.7M
Archford Capital Strategies, LLC 0.28% Add +2.3% 10,643 $1.7M
Sage Mountain Advisors LLC 0.17% Add +21.6% 10,640 $1.7M
Altus Wealth Group LLC 0.84% Reduce -1.9% 10,637 $1.7M
Old Second National Bank of Aurora 0.44% Reduce -2.6% 10,630 $1.7M
Eagle Wealth Strategies LLC 1.36% Add +5.3% 10,518 $1.7M
AlphaStar Capital Management, LLC 0.17% Add +49.4% 10,589 $1.7M
Garrison Point Advisors, LLC 1.07% Add +0.0% 10,582 $1.7M
Hedeker Wealth, LLC 0.48% Reduce -2.1% 10,566 $1.7M
SevenBridge Financial Group, LLC 0.38% Reduce -8.7% 10,355 $1.7M
Solitude Financial Services 0.76% Add +18.9% 10,510 $1.7M
Rogco, LP 0.68% Add +2.6% 10,507 $1.7M
Wellington Shields Capital Management, LLC 0.31% Reduce -10.5% 10,502 $1.7M
Doheny Asset Management 1.36% Add +6.4% 10,499 $1.7M
Cunning Capital Partners, LP 0.92% No change 10,495 $1.7M
SYSTM Wealth Solutions LLC 0.21% Reduce -9.5% 10,487 $1.7M
Tompkins Financial Corp. 0.19% Reduce -0.4% 10,462 $1.7M
Wambolt & Associates, LLC 0.49% Add +20.6% 10,351 $1.6M
RBA Wealth Management, LLC 0.67% Reduce -0.2% 10,428 $1.6M
LVW Advisors, LLC 0.28% Add +5.0% 10,425 $1.6M
Centaurus Financial, Inc. 0.12% Reduce -9.7% 10,413 $1.6M
Relative Value Partners Group, LLC 0.10% Add +0.7% 11,095 $1.6M
Trust Investment Advisors 1.18% Add +0.5% 10,367 $1.6M
Gilbert & Cook, Inc. 0.22% Add +0.4% 10,353 $1.6M
Broadwater Capital Management LLC 1.25% Reduce -0.6% 10,341 $1.6M
Teamwork Financial Advisors, LLC 0.25% Reduce -14.0% 10,341 $1.6M
Claro Advisors Inc. 0.28% Add +21.9% 10,332 $1.6M
3Chopt Investment Partners, LLC 0.67% Add +4.9% 10,331 $1.6M
Sentry Investment Management LLC 0.63% No change 10,328 $1.6M
Pure Financial Advisors, LLC 0.05% Add +29.0% 10,322 $1.6M
iA Global Asset Management Inc. 0.03% Reduce -2.9% 10,321 $1.6M
Marco Investment Management LLC 0.15% Reduce -2.2% 10,312 $1.6M
Financial Engines Advisors L.L.C. 0.00% Add +5.1% 10,307 $1.6M
Plante Moran Financial Advisors, LLC 0.17% Add +0.8% 10,303 $1.6M
Hamilton Capital, LLC 0.12% Add +0.8% 10,284 $1.6M
Tudor Investment Corporation 0.02% New 10,250 $1.6M
Aspen Investment Management Inc 0.82% Reduce -0.2% 10,243 $1.6M
Miller Investment Management, LP 0.21% No change 10,220 $1.6M
King Wealth Management Group 0.28% Add +5.2% 10,204 $1.6M
Plancorp, LLC 0.07% Add +7.1% 10,193 $1.6M
FinTrust Capital Advisors, LLC 0.31% Reduce -12.5% 10,173 $1.6M
Mosaic Financial Group, LLC 1.28% — 10,166 $1.6M
Patriot Financial Group Insurance Agency, LLC 0.26% Reduce -26.2% 10,166 $1.6M
True North Advisors, LLC 0.44% Reduce -5.1% 10,136 $1.6M
Klein Pavlis & Peasley Financial, Inc. 1.44% Reduce -23.6% 10,111 $1.6M
DF Dent & Co. Inc. 0.02% Add +10.7% 10,075 $1.6M
Wintrust Investments LLC 0.14% Add +1.6% 10,066 $1.6M
FRG Family Wealth Advisors LLC 0.31% Add +1.7% 9,811 $1.6M
Silverlake Wealth Management LLC 0.80% Add +2.3% 10,026 $1.6M
Keating Wealth Management LLC 0.95% Reduce -0.6% 10,000 $1.6M
Barbara Oil Co. 0.67% No change 10,000 $1.6M
Souders Financial Advisors 0.25% Reduce -63.8% 9,998 $1.6M
Baldwin Investment Management, LLC 0.21% Reduce -18.0% 9,986 $1.6M
TBH Global Asset Management, LLC 0.31% Add +4.2% 9,982 $1.6M
One River Asset Management, LLC 0.49% Add +80.2% 9,978 $1.6M
SeaBridge Investment Advisors LLC 0.41% Add +3.2% 9,977 $1.6M
Athena Investment Management 0.94% Reduce -1.5% 9,964 $1.6M
Comprehensive Financial Consultants Institutional, Inc. 0.65% Add +8.8% 9,949 $1.6M
Fishman Jay A Ltd. 0.17% Reduce -6.8% 9,948 $1.6M
Morningstar Investment Management LLC 0.17% Add +35.9% 9,812 $1.5M
Dumont & Blake Investment Advisors LLC 0.44% Reduce -0.4% 9,797 $1.5M
Parkside Investments, LLC 0.25% Add +55.6% 9,796 $1.5M
E Fund Management Co., Ltd. 0.10% Add +251.9% 9,790 $1.5M
Peoples Bank 1.21% Add +7.3% 9,783 $1.5M
Farmers Trust Co. 0.31% Add +3.8% 9,771 $1.5M
DB Fitzpatrick & Co, Inc 1.41% New 9,754 $1.5M
Cypress Wealth Services, LLC 0.36% Add +8.6% 9,731 $1.5M
Apriem Advisors 0.19% Reduce -9.3% 9,715 $1.5M
Cravens & Co Advisors, LLC 1.27% Add +2.4% 9,696 $1.5M
Canal Capital Management, LLC 0.26% Reduce -3.6% 9,693 $1.5M
Harvest Portfolios Group Inc. 0.06% Add +1.6% 9,669 $1.5M
Front Row Advisors LLC 0.56% Add +610.1% 9,643 $1.5M
Redhawk Wealth Advisors, Inc. 0.25% Reduce -2.9% 9,588 $1.5M
Shulman DeMeo Asset Management LLC 0.40% Reduce -0.1% 9,559 $1.5M
Bison Wealth, LLC 0.24% Reduce -0.5% 9,541 $1.5M
Blackstone Inc. 0.01% Add +14.4% 9,529 $1.5M
Embree Financial Group 0.29% Add +4.5% 9,528 $1.5M
Beaumont Financial Advisors, LLC 0.12% Reduce -6.0% 9,524 $1.5M
Greenup Street Wealth Management LLC 0.38% Add +6.3% 9,518 $1.5M
Chicago Capital, LLC 0.05% Reduce -4.5% 9,495 $1.5M
Nilsine Partners, LLC 0.20% Reduce -1.8% 9,489 $1.5M
Precedent Wealth Partners, LLC 0.64% Add +6.4% 9,470 $1.5M
Empirical Asset Management, LLC 0.72% Add +987.9% 15,024 $1.5M
Front Street Capital Management, Inc. 0.28% Reduce -8.1% 9,437 $1.5M
MCF Advisors LLC 0.12% Add +0.7% 9,437 $1.5M
Ausdal Financial Partners, Inc. 0.17% Reduce -6.7% 9,431 $1.5M
Hubbell Strickland Wealth Management, LLC 0.75% Add +1.7% 9,429 $1.5M
Ceeto Capital Group, LLC 0.61% No change 9,420 $1.5M
McGlone Suttner Wealth Management, Inc. 0.28% Add +10.6% 9,411 $1.5M
Mayfair Advisory Group, LLC 1.08% Add +0.7% 9,407 $1.5M
Connecticut Wealth Management, LLC 0.08% Reduce -10.2% 9,393 $1.5M
Traphagen Investment Advisors LLC 0.16% Reduce -0.9% 9,361 $1.5M
Eight 31 Financial, LLC 0.93% Reduce -3.8% 9,348 $1.5M
West Michigan Advisors, LLC 0.48% Add +7.1% 9,312 $1.5M
Eudaimonia Partners, LLC 0.35% Reduce -63.6% 9,306 $1.5M
Emfo, LLC 1.34% Reduce -24.4% 9,304 $1.5M
Roof Eidam Maycock Peralta, LLC 0.40% Reduce -1.2% 9,286 $1.5M
Fourpath Capital Management, LLC 1.02% Add +10.2% 9,285 $1.5M
LifePro Asset Management 0.97% Add +2.2% 9,275 $1.5M
BOS Asset Management, LLC 0.77% Reduce -0.7% 9,258 $1.5M
Etesian Wealth Advisors, Inc. 0.83% Reduce -2.3% 9,227 $1.5M
Cove Private Wealth, LLC 1.28% No change 9,215 $1.5M
Menard Financial Group LLC 1.21% Reduce -8.6% 9,143 $1.4M
Advisory Research Inc. 0.29% No change 9,116 $1.4M
Game Plan Financial Advisors, LLC 0.83% New 9,107 $1.4M
Nexus Investment Management ULC 0.14% Reduce -1.1% 9,100 $1.4M
Firestone Capital Management 0.40% No change 9,095 $1.4M
Adalta Capital Management LLC 0.79% Reduce -0.3% 9,093 $1.4M
Tevis Investment Management 1.22% Add +21.3% 9,081 $1.4M
Tradition Wealth Management, LLC 0.14% Add +0.4% 9,078 $1.4M
Waddell & Associates, LLC 0.19% Reduce -6.8% 9,074 $1.4M
Aigen Investment Management, LP 0.31% Add +94.5% 9,064 $1.4M
TLWM 0.32% Reduce -1.7% 9,040 $1.4M
Ascension Asset Management LLC 0.77% — 9,025 $1.4M
CVA Family Office, LLC 0.25% Add +2.8% 9,017 $1.4M
Calton & Associates, Inc. 0.69% Reduce -23.3% 9,007 $1.4M
Needham Investment Management LLC 0.13% No change 9,000 $1.4M
Castellan Group 0.73% Reduce -1.0% 8,995 $1.4M
SS&H Financial Advisors, Inc. 0.59% No change 8,980 $1.4M
Wells Trecaso Financial Group, LLC 0.50% Add +1.3% 8,963 $1.4M
Thrive Wealth Management, LLC 0.29% Reduce -0.5% 8,946 $1.4M
Lion Street Advisors, LLC 0.57% No change 9,436 $1.4M
Pacific Sage Partners, LLC 0.36% Reduce -0.6% 8,881 $1.4M
LexAurum Advisors, LLC 0.36% Reduce -6.0% 8,876 $1.4M
Harrell Investment Partners, LLC 0.41% Reduce -4.2% 8,872 $1.4M
Buck Wealth Strategies, LLC 0.48% Add +323.9% 8,851 $1.4M
Wolff Financial Management LLC 0.41% Add +0.1% 8,843 $1.4M
Mraz, Amerine & Associates, Inc. 0.26% Reduce -1.0% 8,841 $1.4M
St. Johns Investment Management Company, LLC 0.67% Add +17.9% 8,836 $1.4M
Accretive Wealth Partners, LLC 0.62% Add +544.6% 8,696 $1.4M
Leo Wealth, LLC 0.14% Add +22.5% 8,759 $1.4M
Boston Research & Management Inc. 0.34% No change 8,808 $1.4M
Advisory Alpha, LLC 0.06% Add +10.6% 8,801 $1.4M
Pacific Wealth Strategies Group, Inc. 1.16% Add +12.8% 8,791 $1.4M
Register Financial Advisors LLC 0.72% Add +4.4% 8,770 $1.4M
WBH Advisory Inc. 0.14% Reduce -7.5% 8,764 $1.4M
Prosperity Consulting Group, LLC 0.17% Add +65.3% 8,760 $1.4M
Hexagon Capital Partners LLC 0.31% Add +8.5% 8,754 $1.4M
Avestar Capital, LLC 0.16% Add +36.7% 8,753 $1.4M
First County Bank 0.67% Add +1.1% 8,739 $1.4M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.54% Add +18.3% 8,728 $1.4M
Processus Wealth & Capital Management, LLC 1.22% Add +8.9% 8,719 $1.4M
Nicolet Advisory Services, LLC 0.14% Add +14.9% 8,465 $1.4M
Kozak & Associates, Inc. 0.37% Add +0.6% 8,505 $1.4M
Atlantic Edge Private Wealth Management, LLC 0.47% Add +1.9% 8,686 $1.4M
PDS Planning, Inc 0.14% Add +9.0% 8,662 $1.4M
Eudaimonia Advisors LLC 0.73% Reduce -9.1% 8,657 $1.4M
Argent Advisors, Inc. 0.54% Add +7.1% 8,653 $1.4M
United Community Bank 0.53% Add +0.9% 8,651 $1.4M
Correct Capital Wealth Management 0.32% Add +21.8% 8,648 $1.4M
Allegheny Financial Group 0.42% Reduce -3.9% 8,641 $1.4M
Legacy Bridge, LLC 0.80% Reduce -9.2% 8,638 $1.4M
BigSur Wealth Management LLC 0.43% Add +330.0% 8,600 $1.4M
Rice Partnership, LLC 0.32% Reduce -0.5% 8,597 $1.4M
Cordgrass Capital Advisors, LLC 0.42% Add +0.2% 8,596 $1.4M
Simon Quick Advisors, LLC 0.10% Add +69.8% 8,592 $1.4M
Baker Ellis Asset Management LLC 0.20% Reduce -1.1% 8,584 $1.4M
S.A. Mason LLC 0.81% Add +5.2% 8,574 $1.4M
Strategic Planning Group, LLC 0.34% Add +18.1% 8,565 $1.4M
Timber Creek Capital Management LLC 0.42% No change 8,561 $1.4M
Lederer & Associates Investment Counsel 0.94% Reduce -9.5% 8,561 $1.4M
Arlington Trust Co LLC 0.34% Reduce -0.4% 8,482 $1.3M
Amarillo National Bank 0.25% No change 8,473 $1.3M
Vaughan Nelson Investment Management, L.P. 0.01% Reduce -0.3% 8,455 $1.3M
S. R. Schill & Associates 0.58% Add +9.4% 8,440 $1.3M
Paragon Capital Management LLC 0.72% Add +3.5% 8,425 $1.3M
Catalyst Funds Management Pty Ltd 0.37% — 8,400 $1.3M
Great Lakes Retirement, Inc. 0.20% Add +0.4% 8,393 $1.3M
Walter & Keenan Wealth Management LLC /in/ 0.43% Add +21.2% 8,381 $1.3M
Oliver Lagore Vanvalin Investment Group 0.40% Add +6.2% 8,374 $1.3M
Cadent Capital Advisors, LLC 0.53% Reduce -5.3% 8,323 $1.3M
Semanteon Capital Management, LP 0.84% New 8,321 $1.3M
Strong Tower Advisory Services 0.53% Add +7.5% 8,250 $1.3M
Schmidt P J Investment Management Inc. 0.25% Reduce -10.9% 8,304 $1.3M
First Commonwealth Financial Corp 0.34% Reduce -6.0% 8,215 $1.3M
Bedel Financial Consulting, Inc. 0.20% Reduce -0.5% 8,203 $1.3M
Enterprise Financial Services Corp 0.78% Add +0.2% 8,202 $1.3M
Axq Capital, LP 0.31% New 8,200 $1.3M
Keating Investment Counselors Inc. 0.42% Reduce -21.9% 8,196 $1.3M
LCM Capital Management Inc 0.83% Add +1.4% 8,169 $1.3M
Wallace Capital Management Inc. 0.18% New 8,164 $1.3M
Gallagher Fiduciary Advisors, LLC 0.05% Add +10.8% 8,161 $1.3M
Wealth Quarterback LLC 0.72% Add +17.1% 8,146 $1.3M
CORDA Investment Management, LLC. 0.10% New 8,141 $1.3M
Austin Private Wealth, LLC 0.15% Add +14.7% 7,998 $1.3M
Beam Wealth Advisors, Inc. 0.77% Add +0.6% 8,114 $1.3M
My Legacy Advisors, LLC 0.43% Add +2.5% 8,105 $1.3M
Vicus Capital 0.12% Add +20.1% 8,078 $1.3M
Dividend Assets Capital, LLC 0.27% Reduce -3.2% 8,079 $1.3M
Prudent Man Advisors, LLC 0.48% Reduce -6.0% 8,055 $1.3M
Kintra Wealth, LLC 0.94% Reduce -6.9% 8,050 $1.3M
Argus Investors' Counsel, Inc. 0.78% Add +7.0% 8,043 $1.3M
Park Place Capital Corp 0.45% Reduce -16.8% 8,037 $1.3M
LM Advisors LLC 0.22% Add +211.4% 8,035 $1.3M
Mittelman Wealth Management 0.86% — 8,022 $1.3M
CFO4Life Group, LLC 0.23% Add +0.5% 8,020 $1.3M
Key Financial Inc 0.32% Add +2.7% 8,013 $1.3M
Matrix Trust Co 0.28% Add +0.9% 7,986 $1.3M
Childress Capital Advisors, LLC 0.37% Add +22.3% 7,985 $1.3M
Sax Wealth Advisors, LLC 0.15% Add +133.3% 7,970 $1.3M
Doliver Advisors, LP 0.35% Add +0.4% 7,966 $1.3M
Catalyst Financial Partners LLC 0.32% Add +7.9% 8,011 $1.3M
Marex Group Ltd 0.04% Reduce -45.5% 7,930 $1.3M
Investment Partners, LTD. 0.57% Reduce -2.4% 7,927 $1.3M
E&G Advisors, LLC 0.39% Add +5.0% 7,904 $1.2M
Nemes Rush Group LLC 0.18% Reduce -2.9% 7,897 $1.2M
Cetera Trust Company, N.A 0.75% Add +7.1% 7,894 $1.2M
Aspen Wealth Strategies, LLC 0.86% Add +26.2% 7,882 $1.2M
Colonial River Investments, LLC 0.70% Add +7.4% 7,875 $1.2M
Apeiron RIA LLC 0.36% Reduce -4.0% 7,875 $1.2M
Vista Investment Management 0.51% Add +1.8% 7,870 $1.2M
Alpha DNA Investment Management LLC 0.68% Reduce -67.1% 7,848 $1.2M
MBL Wealth, LLC 0.14% Reduce -3.4% 7,845 $1.2M
Retirement Planning Co of New England, Inc. 0.68% Reduce -12.6% 7,844 $1.2M
Blue Fin Capital, Inc. 0.27% Reduce -1.1% 7,813 $1.2M
1620 Investment Advisors, Inc. 1.24% Add +3.0% 7,797 $1.2M
1900 Wealth Management LLC 0.11% Reduce -41.7% 7,787 $1.2M
Brandywine Oak Private Wealth LLC 0.13% Reduce -0.3% 7,777 $1.2M
Red Spruce Capital, LLC 0.57% Reduce -3.2% 7,774 $1.2M
Abn Amro Investment Solutions 0.02% Reduce -6.9% 7,774 $1.2M
Wendell David Associates Inc. 0.12% Reduce -0.4% 7,769 $1.2M
Nicholas Wealth, LLC. 0.95% Add +20.5% 7,770 $1.2M
Peterson Wealth Management 0.88% New 7,765 $1.2M
Ables, Iannone, Moore & Associates, Inc. 0.87% Add +3.3% 7,760 $1.2M
Apella Capital, LLC 0.06% Add +1.8% 7,546 $1.2M
Financial Partners Group, Inc 0.19% Add +41.1% 7,746 $1.2M
Ackerman Capital Advisors, LLC 0.34% No change 7,707 $1.2M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.20% No change 7,706 $1.2M
Reaves W H & Co. Inc. 0.04% No change 7,700 $1.2M
Angeles Investment Advisors, LLC 0.06% Add +15.6% 7,687 $1.2M
Mogy Joel R Investment Counsel Inc. 0.08% Reduce -1.9% 7,643 $1.2M
Deltec Asset Management LLC 0.24% No change 7,637 $1.2M
Proficio Capital Partners LLC 0.13% Add +4.4% 7,626 $1.2M
Citizens & Northern Corp. 0.41% Reduce -2.1% 7,616 $1.2M
Ransom Advisory, Ltd 0.64% — 7,614 $1.2M
Hilltop National Bank 0.41% — 7,606 $1.2M
Capital Investment Counsel, Inc 0.21% Reduce -0.9% 7,594 $1.2M
Money Concepts Capital Corp. 0.11% Add +10.2% 7,593 $1.2M
HFG Wealth Management, LLC 0.70% Reduce -87.5% 7,564 $1.2M
BIP Wealth, LLC 0.09% Add +18.1% 7,557 $1.2M
Baron Wealth Management LLC 0.63% Add +4.2% 7,544 $1.2M
Wealth Management Associates, Inc. 0.56% Reduce -12.7% 7,600 $1.2M
Wulff, Hansen & Co. 1.18% No change 7,516 $1.2M
ABLE Financial Group, LLC 0.46% Reduce -1.2% 7,504 $1.2M
Townsend Asset Management Corp. /NC/ 0.47% Add +3.4% 7,499 $1.2M
Sawgrass Asset Management LLC 0.13% Reduce -5.0% 7,477 $1.2M
First Trust Investment Solutions L.P. 0.21% Reduce -18.1% 7,460 $1.2M
United Bank 0.60% Add +2.8% 7,459 $1.2M
Meridian Wealth Advisors, LLC 0.22% Reduce -2.2% 7,458 $1.2M
Balboa Wealth Partners 0.38% Add +7.9% 7,456 $1.2M
WMS Partners, LLC 0.08% Add +7.0% 7,455 $1.2M
Cedar Brook Financial Partners, LLC 0.23% Add +0.9% 7,451 $1.2M
Voya Financial Advisors, Inc. 0.13% Add +9.3% 7,510 $1.2M
Westmount Partners, LLC 0.42% Reduce -0.6% 7,414 $1.2M
Schrum Private Wealth Management LLC 1.06% Add +23.7% 7,391 $1.2M
L.M. Kohn & Company 0.33% Add +16.6% 7,378 $1.2M
Caitlin John, LLC 0.88% Add +3.4% 7,368 $1.2M
Fermata Advisors, LLC 0.26% Add +13.8% 7,349 $1.2M
Silver Oak Securities, Incorporated 0.18% Reduce -15.0% 7,336 $1.2M
Family Legacy, Inc. 0.42% Add +2.1% 7,335 $1.2M
First Community Trust NA 1.09% Reduce -0.9% 7,332 $1.2M
GoalVest Advisory LLC 0.39% Add +23.6% 7,331 $1.2M
Birinyi Associates Inc. 0.38% Reduce -12.5% 7,330 $1.2M
FSM Wealth Advisors, LLC 0.41% Add +4.3% 7,315 $1.2M
OMC Financial Services LTD 0.59% — 7,307 $1.2M
Union Savings Bank 0.60% Reduce -6.9% 7,307 $1.2M
Centric Wealth Management 0.37% Add +29.6% 7,145 $1.2M
Indiana Trust & Investment Management Co 0.46% Reduce -4.7% 7,283 $1.1M
Addison Capital Co 0.57% Add +14.3% 7,263 $1.1M
Pflug Koory, LLC 0.08% Add +0.2% 7,244 $1.1M
Waterloo Capital, L.P. 0.15% Add +15.4% 7,242 $1.1M
Apexium Financial, LP 0.09% Reduce -70.4% 7,236 $1.1M
Derbend Asset Management 0.56% Add +21.0% 7,233 $1.1M
Element Wealth, LLC 0.67% Reduce -2.1% 7,217 $1.1M
Global Trust Asset Management, LLC 0.47% Reduce -4.5% 7,217 $1.1M
DMC Group, LLC 0.98% Add +6.5% 7,200 $1.1M
Provenance Wealth Advisors, LLC 0.16% Add +3.9% 7,190 $1.1M
Chickasaw Capital Management LLC 0.05% Add +9.7% 7,174 $1.1M
Valley Brook Capital Group, Inc. 0.90% Add +2.5% 7,175 $1.1M
Cascade Investment Advisors, Inc. 0.74% Add +6.4% 7,172 $1.1M
Carson Advisory Inc. 0.79% Add +1.3% 7,157 $1.1M
Towne Trust Company, N.A 0.41% Add +27.3% 7,152 $1.1M
Covenant Partners, LLC 0.33% Reduce -0.6% 7,142 $1.1M
Dixon Fnancial Services, Inc. 0.62% Add +0.1% 7,130 $1.1M
Brooklyn Investment Group 0.48% Add +35.5% 7,053 $1.1M
M&R Capital Management Inc. 0.27% Reduce -9.6% 7,109 $1.1M
J. W. Coons Advisors, LLC 0.20% No change 7,097 $1.1M
Barr E S & Co. 0.07% Add +3.5% 7,097 $1.1M
Costello Asset Management, INC 0.80% Add +20.5% 7,096 $1.1M
Windsor Capital Management, LLC 0.35% Reduce -1.2% 7,095 $1.1M
Phillips Wealth Planners LLC 1.28% Reduce -0.3% 7,109 $1.1M
American State Bank (Iowa) 0.75% Reduce -4.6% 7,043 $1.1M
Washington Trust Advisors, Inc. 0.10% No change 7,042 $1.1M
IMS Capital Management 0.52% Reduce -2.1% 7,042 $1.1M
Uptick Partners, LLC 0.85% Reduce -0.3% 7,039 $1.1M
Central Valley Advisors, LLC 0.57% Reduce -0.1% 7,027 $1.1M
PFC Capital Group, Inc. 0.60% Reduce -3.6% 7,030 $1.1M
Redwood Investment Management, LLC 0.11% Reduce -50.4% 7,012 $1.1M
First PREMIER Bank 0.29% Reduce -2.0% 6,997 $1.1M
Summit Financial, LLC 0.07% Add +0.4% 6,979 $1.1M
Eley Financial Management, Inc 0.47% Reduce -0.4% 6,975 $1.1M
Conservest Capital Advisors, Inc. 0.11% Add +0.4% 6,973 $1.1M
Court Place Advisors, LLC 0.35% Reduce -12.1% 6,973 $1.1M
Sentry LLC 0.21% Reduce -0.1% 6,967 $1.1M
Ballast Advisors LLC 0.37% Add +8.8% 6,946 $1.1M
Abbot Financial Management, Inc. 0.60% No change 6,941 $1.1M
Core Wealth Partners LLC 0.83% Add +1.8% 6,928 $1.1M
Everhart Financial Group, Inc. 0.32% Add +27.8% 6,928 $1.1M
Aureus Asset Management, LLC 0.07% Reduce -3.7% 6,902 $1.1M
Marathon Trading Investment Management LLC 0.44% Reduce -60.8% 6,899 $1.1M
Westhampton Capital, LLC 0.59% Add +3.8% 6,893 $1.1M
DRW Securities, LLC 0.06% Add +12.9% 6,874 $1.1M
American Investment Services, Inc. 0.19% Add +74.0% 6,873 $1.1M
Capstone Wealth Management Group, LLC 0.78% Reduce -22.9% 6,865 $1.1M
Rather & Kittrell, Inc. 0.32% Add +96.3% 6,852 $1.1M
Northwest Quadrant Wealth Management, LLC 0.26% Add +0.7% 6,850 $1.1M
OneAscent Wealth Management LLC 0.41% Add +1.2% 6,845 $1.1M
Collective Family Office LLC 0.35% Add +22.3% 6,843 $1.1M
Bell Bank 0.09% Add +30.5% 6,835 $1.1M
Ami Asset Management Corp. 0.06% Add +2.6% 6,829 $1.1M
A. D. Beadell Investment Counsel, Inc. 0.94% Add +6.5% 6,833 $1.1M
Southland Equity Partners LLC 0.30% Add +21.1% 6,827 $1.1M
Campion Asset Management 0.83% Reduce -0.5% 6,826 $1.1M
Canopy Partners, LLC 0.53% Add +6.2% 6,822 $1.1M
Oxford Wealth Group, LLC 0.98% — 6,809 $1.1M
Cim Investment Management Inc. 0.32% No change 6,795 $1.1M
Monument Capital Management 0.31% Add +22.6% 6,795 $1.1M
Strategic Wealth Partners, Ltd. 0.12% Add +15.3% 6,782 $1.1M
RW Investment Management LLC 0.15% Add +12.4% 6,781 $1.1M
Merrion Investment Management Co, LLC 0.76% No change 6,771 $1.1M
RFP Financial Group LLC 0.42% Reduce -2.9% 6,769 $1.1M
West Branch Capital LLC 0.43% Add +28.5% 6,742 $1.1M
Accel Wealth Management 0.45% Add +7.1% 6,735 $1.1M
Arcadia Investment Management Corp. 0.19% Reduce -4.8% 6,724 $1.1M
L2 Asset Management, LLC 0.35% Add +10.5% 6,716 $1.1M
Sharp Wealth Advisory, LLC 0.98% Reduce -18.1% 6,711 $1.1M
Drive Wealth Management, LLC 0.30% Reduce -12.6% 6,693 $1.1M
Mork Capital Management, LLC 0.79% No change 6,670 $1.1M
First American Trust, FSB 0.11% Add +12.6% 6,666 $1.1M
ERn Financial, LLC 0.18% Add +1.1% 6,655 $1.0M
American Institute for Advanced Investment Management, LLP 0.83% Add +2.2% 6,651 $1.0M
Aaron Wealth Advisors LLC 0.15% Add +52.9% 6,606 $1.0M
John G Ullman & Associates Inc. 0.16% No change 6,601 $1.0M
Clough Capital Partners L P 0.11% Reduce -20.5% 6,600 $1.0M
Private Management Group Inc. 0.04% Add +9.3% 6,596 $1.0M
Ethos Financial Group, LLC 0.20% Reduce -11.1% 6,596 $1.0M
Aviso Wealth Management 0.66% Add +80.9% 6,591 $1.0M
Candriam S.C.A. 0.01% Reduce -45.1% 6,588 $1.0M
Palisade Capital Management, LP 0.03% Reduce -22.1% 6,573 $1.0M
Central Bank & Trust Co. 0.15% Reduce -1.3% 6,570 $1.0M
Darden Wealth Group Inc 0.82% Add +17.7% 6,569 $1.0M
Sandbox Financial Partners, LLC 0.44% Reduce -2.3% 6,566 $1.0M
Tectonic Advisors LLC 0.08% Add +4.7% 6,558 $1.0M
Guardian Wealth Advisors, LLC / NC 0.13% Reduce -0.8% 6,552 $1.0M
Sendero Wealth Management, LLC 0.18% Add +4.7% 6,549 $1.0M
MSH Capital Advisors LLC 0.36% Add +6.6% 6,543 $1.0M
Duality Advisers, LP 0.10% New 6,526 $1.0M
Provident Investment Management, Inc. 0.09% Add +17.0% 6,515 $1.0M
Millennium Capital Advisors, LLC 0.73% Add +0.1% 6,509 $1.0M
Sound Income Strategies, LLC 0.08% Reduce -11.7% 6,491 $1.0M
CCG Wealth Management, LLC 0.62% New 6,486 $1.0M
Benedetti & Gucer, Inc. 0.51% Reduce -29.3% 6,483 $1.0M
Virtue Capital Management, LLC 0.18% Reduce -17.1% 6,302 $1.0M
Curran Financial Partners, LLC 0.36% Reduce -4.1% 6,480 $1.0M
Viawealth, LLC 0.64% Add +0.0% 6,459 $1.0M
Am Investment Strategies LLC 0.26% Add +0.1% 6,446 $1.0M
Cooper/Haims Advisors, LLC 0.59% Add +1.8% 6,417 $1.0M
First Interstate Bank 0.07% Reduce -4.6% 6,404 $1.0M
Oarsman Capital, Inc. 0.24% Reduce -2.8% 6,402 $1.0M
Legacy Wealth Asset Management, LLC 0.28% Add +1.8% 6,383 $1.0M
Channel Wealth LLC 0.40% Add +4.4% 6,357 $1.0M
Fortis Group Advisors, LLC 0.18% Reduce -4.2% 6,351 $1.0M
Barrett & Company, Inc. 0.47% No change 6,338 $1000K
Manchester Capital Management LLC 0.12% Add +38.1% 6,313 $996K
Wayfinding Financial, LLC 0.58% Reduce -1.7% 6,115 $994K
Keel Point, LLC 0.10% Add +10.4% 6,295 $993K
MBA Advisors LLC 0.51% Reduce -2.5% 6,295 $993K
Global Assets Advisory, LLC 0.60% New 6,236 $992K
Rosenberg Matthew Hamilton 0.29% Reduce -45.4% 6,235 $992K
LGT Fund Management Co Ltd. 0.41% Add +20.1% 6,265 $988K
Alera Investment Advisors, LLC 0.13% Add +4.2% 6,265 $988K
Cornerstone Advisory, LLC 0.14% Add +25.2% 6,264 $988K
Eagle Strategies LLC 0.22% Add +324.2% 6,253 $986K
626 Financial, LLC 0.59% Add +3.8% 6,224 $982K
Royal Fund Management, LLC 0.11% Reduce -2.4% 6,222 $981K
Financial Management Professionals, Inc. 0.14% Add +6.5% 6,218 $981K
STAR Financial Bank 0.84% Reduce -1.0% 6,210 $980K
Opinicus Capital, Inc. 0.87% Add +44.0% 6,207 $979K
Encompass Wealth Advisors, LLC 0.26% Reduce -0.0% 6,196 $977K
PBMares Wealth Management LLC 0.25% Add +11.7% 6,191 $977K
Waterfront Wealth Inc. 0.27% Reduce -0.3% 5,931 $976K
Allstate Corp. 0.07% Add +3.9% 6,177 $974K
Donoghue Forlines LLC 0.28% Reduce -10.7% 6,170 $973K
Forte Capital LLC 0.12% Reduce -0.3% 6,165 $972K
Madison Park Capital Advisors, LLC 0.85% Add +3.6% 6,151 $970K
SOA Wealth Advisors, LLC. 0.20% Add +1.6% 6,121 $966K
Donald L. Hagan, LLC 0.51% Reduce -1.2% 6,120 $965K
Elgethun Capital Management 0.24% Add +0.6% 6,116 $965K
Denali Advisors LLC 0.28% Add +258.8% 6,100 $962K
Salvus Wealth Management, LLC 0.66% Add +0.1% 6,093 $961K
Emerald Advisors, LLC 0.17% Add +5.1% 6,083 $959K
Smith Anglin Financial, LLC 0.10% Add +2.1% 6,068 $957K
Forbes J M & Co. LLP 0.10% Reduce -3.3% 6,061 $956K
Scissortail Wealth Management, LLC 0.25% New 6,049 $954K
City State Bank 0.42% No change 6,046 $954K
Elk River Wealth Management LLC 0.19% Add +2.9% 6,044 $953K
Aberdeen Wealth Management LLC 0.55% Add +5.2% 6,042 $953K
Semper Augustus Investments 0.17% Add +27.6% 6,036 $952K
Strategic Advocates LLC 0.37% Reduce -7.7% 6,035 $952K
Requisite Capital Management, LLC 0.21% No change 6,025 $950K
Cambridge Advisors Inc. 0.22% Reduce -7.5% 5,993 $945K
Optimum Investment Advisors 0.43% Add +1.7% 5,987 $944K
MQS Management LLC 0.54% Add +150.6% 5,986 $944K
Thomasville National Bank 0.08% Add +19.8% 5,980 $943K
GPS Wealth Strategies Group, LLC 0.15% Reduce -2.1% 5,970 $942K
FCG Investment Co 0.75% Add +34.1% 5,967 $941K
Edgemoor Investment Advisors, Inc. 0.09% Add +10.2% 5,964 $941K
Bridgewealth Advisory Group, LLC 0.46% No change 5,959 $940K
Integrated Investment Consultants, LLC 0.26% Add +5.1% 5,950 $939K
Independent Investors Inc. 0.22% Add +3.1% 5,950 $939K
JGP Wealth Management, LLC 0.14% Reduce -32.0% 5,944 $938K
Heartland Bank & Trust Co 0.54% Add +97.7% 5,942 $937K
Johnson & White Wealth Management, LLC 0.68% Add +19.3% 5,928 $935K
Lantern Wealth Advisors, LLC 0.66% Reduce -3.4% 5,920 $934K
Partnership Wealth Management, LLC 0.65% No change 5,900 $931K
WestHill Financial Advisors, Inc. 0.23% Add +0.5% 5,891 $929K
Legacy Wealth Management, LLC / MS 0.42% Reduce -0.4% 5,889 $929K
Highview Capital Management LLC 0.42% New 5,865 $925K
Abacus Planning Group, Inc. 0.18% Reduce -22.3% 5,859 $924K
IAM Advisory, LLC 0.25% Add +1.0% 5,858 $924K
Hazlett, Burt & Watson, Inc. 0.55% Add +5.0% 5,852 $924K
Seamount Financial Group Inc. 0.81% Reduce -1.0% 5,853 $923K
Next Level Private LLC 0.42% Add +0.5% 5,848 $922K
Weaver Consulting Group 0.34% Add +1.2% 5,838 $921K
FWG Holdings, LLC 0.49% Add +5.2% 5,563 $920K
Strategic Financial Concepts, LLC 0.22% Add +27.6% 5,831 $920K
Providence First Trust Co 0.40% Reduce -1.8% 5,831 $920K
WINTON GROUP Ltd 0.06% New 5,830 $920K
Shore Point Advisors, LLC 0.52% No change 5,820 $918K
Signature Wealth Management Partners, LLC 0.75% No change 5,818 $918K
Dempze Nancy E 0.70% Add +16.1% 5,817 $918K
Veltria Advisors Corp. 0.24% Add +254.4% 5,809 $916K
Guardian Wealth Advisors, LLC 0.60% Add +11.5% 5,809 $916K
Beirne Wealth Consulting Services, LLC 0.39% Reduce -21.6% 5,805 $916K
Heartwood Wealth Advisors LLC 0.11% Add +23.0% 5,802 $915K
Silverleafe Capital Partners, LLC 0.38% Add +194.1% 5,797 $914K
Alhambra Investment Management LLC 0.50% Reduce -8.8% 5,789 $913K
Iron Gate Global Advisors LLC 0.17% Reduce -0.9% 5,748 $912K
Steph & Co. 0.31% Add +19.0% 5,777 $911K
Centennial Wealth Advisory LLC 0.42% Add +2.2% 5,757 $908K
Compass Ion Advisors, LLC 0.13% Reduce -2.1% 5,757 $908K
Peak Planning Group, LLC 0.57% Add +25.6% 5,738 $905K
Samalin Investment Counsel, LLC 0.43% Reduce -9.4% 5,727 $903K
Jaffetilchin Investment Partners, LLC 0.08% Reduce -7.6% 5,709 $901K
Vishria Bird Financial Group, LLC 0.38% No change 5,641 $890K
Westover Capital Advisors, LLC 0.26% Reduce -7.9% 5,639 $889K
D'Orazio & Associates, Inc. 0.14% Reduce -3.9% 5,637 $889K
LBMC Investment Advisors, LLC 0.08% No change 5,627 $888K
Castle Wealth Management LLC 0.46% Add +2.8% 5,626 $887K
ML & R Wealth Management LLC 0.20% Add +28.3% 5,620 $887K
Piedmont Capital Management, LLC 0.60% Add +2.9% 5,519 $886K
Paragon Private Wealth Management, LLC 0.53% Reduce -0.4% 5,604 $884K
Glen Eagle Advisors, LLC 0.17% Reduce -0.4% 5,583 $881K
W Advisors, LLC 0.60% Add +0.4% 5,580 $880K
Crescent Grove Advisors, LLC 0.09% Add +1.0% 5,574 $879K
Blume Capital Management, Inc. 0.21% No change 5,570 $879K
First Business Financial Services, Inc. 0.09% Reduce -0.6% 5,569 $878K
Integris Wealth Management, LLC 0.24% Add +1.9% 5,567 $878K
Angeles Wealth Management, LLC 0.09% Add +3.8% 5,562 $877K
Hoey Investments, Inc. 0.20% Reduce -15.1% 5,561 $877K
Penney Financial, LLC 0.65% Reduce -7.3% 5,557 $877K
Waterway Wealth Management, LLC 0.39% Add +28.4% 5,555 $876K
CWS Financial Advisors, LLC 0.36% Reduce -55.3% 5,552 $876K
Northern Financial Advisors Inc 0.68% Reduce -2.7% 5,543 $874K
Mosaic Family Wealth Partners, LLC 0.14% Reduce -2.0% 5,523 $871K
NCM Capital Management, LLC 0.49% Reduce -0.0% 5,521 $871K
AlphaQ Advisors LLC 0.52% Reduce -1.8% 5,505 $868K
Gateway Advisory, LLC 0.15% Add +10.4% 5,501 $868K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.10% Add +21.4% 5,498 $867K
Atlas Private Wealth Advisors 0.29% Reduce -52.5% 5,495 $867K
Hartford Funds Management Co LLC 0.08% Add +17.1% 5,486 $865K
Prairie Wealth Advisors, Inc. 0.40% — 5,465 $862K
Gray Wealth Management Inc. 0.38% Reduce -0.8% 5,458 $861K
PGIM Custom Harvest LLC 0.02% Add +82.5% 5,456 $861K
Bray Capital Advisors 0.22% Add +0.1% 5,454 $860K
Pinion Investment Advisors, LLC 0.45% Add +1.9% 5,438 $858K
Hudson Edge Investment Partners Inc. 0.17% Reduce -6.5% 5,431 $857K
Larson Financial Group LLC 0.07% Add +10.8% 5,418 $855K
Cozad Asset Management Inc. 0.09% Add +0.1% 5,417 $854K
Moss Adams Wealth Advisors LLC 0.14% Add +1.4% 5,411 $854K
Hardman Johnston Global Advisors LLC 0.03% No change 5,400 $852K
CM Wealth Advisors LLC 0.24% Add +34.5% 5,227 $850K
Clarity Financial LLC 0.13% Add +7.4% 5,382 $849K
Barlow Wealth Partners, LLC 0.12% Reduce -14.9% 5,330 $847K
Advisor OS, LLC 0.10% Add +13.5% 5,371 $847K
First Financial Corp. 0.43% Reduce -3.5% 5,370 $847K
True Wealth Design, LLC 0.21% Add +2.3% 5,357 $845K
Walleye Trading LLC 0.01% Reduce -92.5% 5,353 $844K
BCS Wealth Management 0.27% Add +4.1% 5,350 $844K
Kingfisher Capital LLC 0.20% Add +0.9% 5,348 $844K
Lakeridge Wealth Management LLC 0.55% Reduce -7.8% 5,347 $843K
Greenwood Gearhart LLC 0.08% Add +13.0% 5,345 $843K
CPA Asset Management Group, LLC 0.47% No change 5,345 $843K
WFA Asset Management Corp 0.44% Reduce -5.1% 5,331 $841K
Auxano Advisors, LLC 0.24% Reduce -6.6% 5,327 $840K
Wealth Dimensions Group, Ltd. 0.25% Reduce -3.8% 5,322 $840K
Trek Financial, LLC 0.07% Add +55.0% 5,317 $839K
Cassady Schiller Wealth Management, LLC 0.37% Add +14.1% 5,315 $838K
Stonebrook Private Inc. 0.24% Reduce -0.9% 5,300 $836K
Regatta Capital Group, LLC 0.19% Add +14.9% 5,294 $835K
Saranac Partners Ltd 0.51% Add +10.7% 5,283 $833K
Coastal Bridge Advisors, LLC 0.19% Reduce -25.1% 5,277 $832K
Eagle Bluffs Wealth Management LLC 0.52% Add +3.3% 5,267 $831K
SkyOak Wealth, LLC 0.20% Reduce -26.8% 5,265 $831K
Seelaus Asset Management LLC 0.85% Reduce -15.4% 5,250 $828K
Keynote Financial Services LLC 0.70% — 5,248 $828K
HC Advisors, LLC 0.39% Add +0.6% 5,244 $827K
Chesapeake Asset Management LLC 0.82% Reduce -45.3% 5,239 $826K
ArrowMark Colorado Holdings LLC 0.01% Add +208.1% 5,238 $826K
Motiv8 Investments LLC 0.64% Add +17.1% 5,235 $826K
V-Square Quantitative Management LLC 0.12% No change 5,231 $825K
Fusion Capital, LLC 0.38% Reduce -1.8% 5,213 $822K
Financial Synergies Wealth Advisors, Inc. 0.11% Add +87.1% 5,210 $822K
Tanager Wealth Management LLP 0.13% Reduce -1.6% 5,209 $822K
Mendel Capital Management LLC 0.54% Add +6.1% 5,208 $821K
Catalina Capital Group, LLC 0.35% Add +120.6% 5,197 $820K
Jackson, Grant Investment Advisers, Inc. 0.33% Add +0.6% 5,173 $816K
Fortune 45 LLC 0.67% Reduce -1.1% 5,168 $814K
Edge Wealth Management LLC 0.17% Reduce -12.8% 5,161 $814K
Aspire Capital Advisors LLC 0.27% Add +2.4% 5,153 $813K
Islay Capital Management, LLC 0.61% Reduce -0.5% 5,147 $812K
WorthPointe, LLC 0.41% Add +0.5% 5,143 $811K
Cross Staff Investments Inc 0.68% No change 5,139 $811K
Gerber Kawasaki Wealth & Investment Management 0.04% Add +2.6% 5,139 $811K
Perennial Advisors, LLC 0.19% Add +0.1% 5,132 $809K
Brandywine Trust Co. 0.14% No change 5,129 $809K
LifeSteps Financial, Inc. 0.61% Reduce -3.8% 5,127 $809K
Total Wealth Planning, LLC 0.14% Reduce -2.3% 5,126 $809K
Sterneck Capital Management, LLC 0.48% Reduce -3.8% 5,125 $808K
Chapman Investment Management, LLC 0.59% Reduce -5.3% 5,113 $807K
Veracity Capital LLC 0.31% Add +8.2% 5,101 $805K
Powers Advisory Group, LLC 0.46% Reduce -0.1% 5,086 $802K
First Western Trust Bank 0.04% Reduce -29.4% 5,078 $801K
Credential Qtrade Securities Inc. 0.04% Add +8.8% 5,051 $797K
Outfitters Financial LLC 0.65% No change 5,048 $796K
Wealthquest Corp 0.09% Reduce -7.7% 5,043 $796K
Campbell Wealth Management 0.08% Add +64.8% 5,027 $793K
Nichols & Pratt Advisers LLP 0.05% Add +0.3% 5,027 $793K
Relyea Zuckerberg Hanson LLC 0.14% Reduce -1.7% 5,023 $792K
Appleton Partners Inc. 0.06% Reduce -13.1% 5,019 $792K
LongView Wealth Management 0.31% Reduce -7.0% 5,014 $791K
Atwood & Palmer Inc. 0.06% Reduce -3.1% 5,003 $789K
Cottonwood Capital Advisors, LLC 0.63% Reduce -4.9% 5,005 $789K
Opus Investment Management Inc. 0.51% No change 5,000 $789K
American Assets Inc. 0.30% No change 5,000 $789K
JB Capital LLC 0.05% Add +2.2% 4,988 $787K
Salomon & Ludwin, LLC 0.07% Add +13.7% 4,987 $787K
Sterling Wealth Management, Inc. 0.39% Add +0.6% 4,982 $786K
Paragon Capital Management Ltd 0.14% Reduce -3.1% 4,976 $785K
Aletheian Wealth Advisors LLC 0.43% Add +9.6% 4,976 $785K
Leonteq Securities AG 0.11% Reduce -78.6% 4,950 $781K
Winch Advisory Services, LLC 0.24% Add +32.0% 4,944 $780K
Merriman Wealth Management, LLC 0.03% Reduce -10.8% 4,929 $777K
Octavia Wealth Advisors, LLC 0.11% Reduce -6.4% 4,916 $775K
Sprinkle Financial Consultants LLC 0.66% Add +0.1% 4,915 $775K
Sierra Capital LLC 0.10% No change 4,905 $774K
Paulson Wealth Management Inc. 0.23% Add +26.0% 4,899 $773K
James Hambro & Partners LLP 0.04% Add +1.6% 4,896 $772K
Beacon Capital Management, LLC 0.16% Add +20.8% 4,879 $770K
Addison Advisors LLC 0.26% Reduce -1.1% 4,877 $769K
Fca Corp. 0.25% Add +39.3% 4,875 $769K
Corundum Group, Inc. 0.37% Reduce -3.0% 4,856 $766K
Pingora Partners LLC 0.56% Add +14.0% 4,848 $765K
Moulton Wealth Management, Inc. 0.80% No change 4,846 $764K
Clear Rock Advisors, LLC 0.33% Add +0.2% 4,844 $764K
Bremer Bank National Association 0.14% Reduce -51.4% 4,828 $762K
Smallwood Wealth Investment Management, LLC 0.59% No change 4,806 $758K
NFSG Corp 0.33% Add +111.2% 4,801 $757K
SCP Investment, LP 0.48% Reduce -38.5% 4,800 $757K
Eubel Brady & Suttman Asset Management Inc. 0.11% Add +4.1% 4,801 $757K
Ballew Advisors, Inc 0.52% Add +0.3% 4,650 $756K
Meadow Creek Wealth Advisors LLC 0.53% Reduce -0.1% 4,793 $756K
Creative Financial Designs Inc. 0.07% Add +29.1% 4,792 $756K
HTG Investment Advisors, Inc. 0.44% No change 4,783 $754K
Opus Capital Group, LLC 0.11% Reduce -9.1% 4,775 $753K
Advus Financial Partners, LLC 0.23% Add +9.1% 4,773 $753K
Vantage Consulting Group Inc 0.48% Reduce -2.2% 4,756 $750K
KRS Capital Management, LLC 0.60% Reduce -8.3% 4,750 $749K
Elite Wealth Management, Inc. 0.18% No change 4,737 $747K
Fortitude Advisory Group L.L.C. 0.42% Reduce -44.3% 4,733 $747K
Hohimer Wealth Management, LLC 0.17% Add +47.5% 4,724 $745K
First National Bank Sioux Falls 0.41% Add +11.4% 4,717 $744K
Diamant Asset Management, Inc. 0.52% Add +6.7% 4,716 $744K
Cherry Creek Investment Advisors, Inc. 0.40% Add +0.9% 4,706 $742K
Alta Advisers Ltd 0.37% No change 4,700 $741K
Eldridge Investment Advisors, Inc. 0.19% No change 4,689 $740K
BOK Financial Private Wealth, Inc. 0.06% Reduce -1.6% 4,690 $740K
Safeguard Investment Advisory Group, LLC 0.25% Reduce -0.4% 4,686 $739K
Accredited Investors Inc. 0.05% Add +3.2% 4,683 $739K
Hummer Financial Advisory Services Inc 0.61% Add +5.6% 4,683 $739K
Sienna Gestion 0.06% — 4,683 $739K
OneAscent Financial Services LLC 0.08% Reduce -8.0% 4,669 $736K
Van Den Berg Management I, Inc. 0.22% Add +21.8% 4,659 $735K
Revisor Wealth Management LLC 0.33% Add +80.7% 4,780 $734K
Retirement Guys Formula LLC 0.36% New 4,645 $733K
Seneca House Advisors 0.32% Reduce -2.0% 4,643 $732K
Gardner Russo & Quinn 0.01% Reduce -2.1% 4,636 $731K
Silicon Valley Capital Partners 0.11% Add +73.7% 4,633 $731K
Wrapmanager Inc. 0.20% Add +1.6% 4,620 $729K
LJI Wealth Management, LLC 0.19% Add +0.2% 4,618 $728K
Oxford Financial Group, LTD. LLC 0.05% Reduce -9.9% 4,611 $727K
Mountain Pacific Investment Advisers LLC 0.04% Reduce -16.0% 4,595 $725K
General Partner, Inc. 0.46% Add +53.4% 4,593 $724K
Verity Asset Management, Inc. 0.40% Add +0.0% 4,587 $724K
SPC Financial, Inc. 0.07% Add +0.0% 4,579 $722K
Stiles Financial Services Inc 0.29% Add +4.9% 4,570 $721K
Tanglewood Legacy Advisors, LLC 0.36% Add +0.4% 4,572 $721K
Sterling Financial Group, Inc. 0.34% Add +4.4% 4,561 $719K
KLR Investment Advisors, LLC 0.52% Add +3.1% 4,435 $718K
Adero Partners, LLC 0.05% Add +0.8% 4,552 $718K
Ameliora Wealth Management Ltd. 0.32% Reduce -0.4% 4,539 $716K
Ellis Investment Partners, LLC 0.16% Add +6.1% 4,533 $715K
Northwest Bank & Trust Co 0.66% Reduce -1.4% 4,434 $715K
Evernest Financial Advisors, LLC 0.34% Reduce -0.2% 4,468 $715K
Zullo Investment Group, Inc. 0.34% Add +1.2% 4,532 $715K
St. Louis Trust Co 0.11% Add +36.0% 4,534 $715K
Fidelity D & D Bancorp Inc. 0.54% Reduce -11.8% 4,522 $713K
NWF Advisory Services Inc. 0.12% Reduce -2.5% 4,518 $713K
CYBER HORNET ETFs LLC 0.85% Reduce -3.8% 4,464 $710K
MGB Wealth Management, LLC 0.29% Add +14.8% 4,497 $709K
Sheets Smith Wealth Management 0.08% Add +6.4% 4,494 $709K
Quent Capital, LLC 0.08% Add +3.4% 4,490 $708K
Bank of Marin 0.62% Reduce -4.7% 4,490 $708K
Advisory Resource Group 0.16% Add +12.5% 4,476 $706K
McElhenny Sheffield Capital Management, LLC 0.25% Add +0.4% 4,475 $706K
J. L. Bainbridge & Co., Inc. 0.08% No change 4,474 $706K
Renaissance Investment Group LLC 0.16% Reduce -27.8% 4,466 $704K
Operose Advisors LLC 0.24% Add +377.1% 4,466 $704K
Analyst IMS Investment Management Services Ltd. 0.03% Add +88.4% 4,463 $704K
Semmax Financial Advisors Inc. 0.23% Add +16.0% 4,277 $704K
R.m.sincerbeaux Capital Management LLC 0.45% No change 4,450 $702K
Rothschild Wealth LLC 0.25% — 4,442 $701K
Well Done, LLC 0.14% Add +9.5% 4,431 $699K
Birchcreek Wealth Management, LLC 0.37% Add +4.3% 4,421 $697K
Armstrong Advisory Group, Inc. 0.07% No change 4,674 $697K
Monterey Private Wealth, Inc. 0.28% Add +0.5% 4,419 $697K
First Heartland Consultants, Inc. 0.07% Add +1.4% 4,416 $697K
Talisman Wealth Advisors LLC 0.88% Reduce -5.5% 4,417 $697K
Winning Points Advisors, LLC 1.07% No change 4,670 $697K
Copperwynd Financial, LLC 0.25% Reduce -22.9% 4,414 $696K
Cercano Management LLC 0.02% No change 4,407 $695K
Mainsail Financial Group, LLC 0.48% Add +3.5% 4,404 $695K
Amplius Wealth Advisors, LLC 0.08% Add +1.2% 4,403 $694K
Coastwise Capital Group, LLC 0.65% Add +6.9% 4,402 $694K
Atticus Wealth Management, LLC 0.23% Add +6.0% 4,397 $694K
Kolinsky Wealth Management, LLC 0.53% Add +6.0% 4,397 $694K
Hutner Capital Management Inc. 0.37% No change 4,375 $690K
Harbor Advisors LLC 0.13% No change 4,372 $690K
Ironsides Asset Advisors, LLC 0.24% Add +177.0% 4,371 $689K
AF Advisors, Inc. 0.15% No change 4,370 $689K
Evermay Wealth Management LLC 0.10% Add +0.2% 4,353 $687K
FMB Wealth Management 0.55% Reduce -6.3% 4,350 $686K
Regent Peak Wealth Advisors LLC 0.17% Reduce -13.8% 4,350 $686K
Ellenbecker Investment Group 0.14% Add +1.5% 4,346 $686K
Defined Wealth Management, LLC 0.49% Add +1.3% 4,337 $684K
Atlas Private Wealth Management, LLC 0.29% Reduce -2.1% 4,336 $684K
Crestmont Private Wealth LLC 0.34% No change 4,334 $684K
Exchange Capital Management, Inc. 0.11% Add +1.4% 4,331 $683K
Alpha Family Trust 0.41% Add +12.5% 4,330 $683K
W.H. Cornerstone Investments Inc. 0.49% Reduce -1.3% 4,326 $682K
Blueprint Investment Partners LLC 0.13% Add +52.3% 4,321 $682K
WNY Asset Management, LLC 0.10% Add +0.1% 4,316 $681K
Howard Capital Management Group, LLC 0.05% No change 4,314 $680K
Cornerstone National Bank & Trust Co 0.34% Add +10.3% 4,312 $680K
Carderock Capital Management Inc. 0.19% Reduce -7.9% 4,307 $679K
Genesee Capital Advisors, LLC 0.37% Add +2.3% 4,307 $679K
Beaird Harris Wealth Management, LLC 0.07% Add +25.9% 4,300 $678K
Act Wealth Management, LLC 0.34% Reduce -0.0% 4,299 $678K
Ruggaard & Associates LLC 0.32% Add +1.3% 4,299 $678K
Kapstone Financial Advisors LLC 0.46% Add +1.9% 4,297 $678K
Beacon Investment Advisors LLC 0.39% Add +2.5% 4,296 $678K
Orrstown Financial Services Inc. 0.38% Reduce -1.5% 4,294 $677K
MBB Public Markets I LLC 0.04% New 4,294 $677K
Security National Bank 0.10% No change 4,290 $677K
Fiduciary Family Office, LLC 0.26% Reduce -0.4% 4,278 $675K
McRae Capital Management Inc. 0.15% Reduce -1.7% 4,271 $674K
Diversified, LLC 0.09% Add +4.8% 4,269 $673K
Fulcrum Equity Management 0.79% Add +26.9% 4,269 $673K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.28% Add +8.7% 4,266 $673K
Glass Jacobson Investment Advisors llc 0.25% Reduce -1.9% 4,265 $673K
JNBA Financial Advisors 0.07% Reduce -2.4% 4,260 $672K
Houlihan Financial Resource Group, Ltd. 0.30% Reduce -14.5% 4,256 $671K
UNIVEST FINANCIAL Corp 0.19% Add +11.2% 4,253 $671K
Janiczek Wealth Management, LLC 0.14% Add +3.1% 4,248 $670K
Successful Portfolios LLC 0.46% Reduce -13.5% 4,235 $668K
Institute for Wealth Management, LLC. 0.09% Reduce -7.7% 4,221 $666K
Root Financial Partners, LLC 0.20% Add +11.8% 4,217 $665K
NorthStar Asset Management LLC 0.50% Add +8.0% 4,212 $664K
Nova R Wealth, Inc. 0.35% Reduce -3.3% 4,211 $664K
Leisure Capital Management 0.33% Add +1.3% 4,208 $664K
Fractal Investments LLC 0.12% No change 4,200 $663K
Clarity Wealth Advisors, LLC 0.22% Add +2.9% 4,195 $662K
Black Swift Group, LLC 0.17% Reduce -10.7% 4,195 $662K
Hanson & Doremus Investment Management 0.11% Reduce -1.0% 4,189 $661K
Capital Square, LLC 0.47% Add +24.2% 4,190 $661K
Arrowroot Family Office, LLC 0.42% Add +0.0% 4,188 $661K
Brave Asset Management Inc. 0.17% Add +14.9% 4,172 $658K
New England Research & Management, Inc. 0.32% Reduce -1.9% 4,169 $658K
Professional Advisory Services Inc. 0.08% Add +1.8% 4,172 $658K
Emprise Bank 0.44% — 4,160 $656K
Capstone Investment Advisors, LLC 0.02% Add +413.2% 4,152 $655K
FirstPurpose Wealth LLC 0.24% Add +31.0% 4,024 $655K
Fox Hill Wealth Management 0.44% Reduce -10.0% 4,149 $654K
Faithward Advisors, LLC 0.12% Add +142.1% 4,144 $654K
Custom Portfolio Group LLC 0.54% No change 4,208 $653K
Horan Capital Advisors, LLC. 0.23% Reduce -3.5% 4,136 $652K
Shilanski & Associates, Inc. 0.22% Reduce -3.3% 4,134 $652K
JT Stratford LLC 0.13% Reduce -4.0% 4,131 $652K
Altiora Financial Group, LLC 0.18% Reduce -2.4% 4,130 $651K
Great Diamond Partners, LLC 0.15% Reduce -0.9% 4,130 $651K
Kingdom Financial Group LLC. 0.46% Reduce -27.6% 4,130 $651K
Cedrus LLC 0.36% Reduce -1.6% 4,127 $651K
Pointe Capital Management LLC 0.40% No change 4,117 $649K
Mosley Wealth Management 0.61% Reduce -2.4% 4,115 $649K
RDA Financial Network 0.22% Add +1.0% 4,110 $648K
Harel Insurance Investments & Financial Services Ltd. 0.01% Reduce -62.1% 4,108 $648K
Versant Capital Management, Inc 0.18% Reduce -4.6% 4,099 $647K
Jackson Square Capital, LLC 0.17% Reduce -37.4% 4,093 $646K
Cubic Asset Management, LLC 0.15% Add +0.9% 4,091 $645K
Sloy Dahl & Holst, LLC 0.15% Add +3.4% 4,087 $645K
Latitude Advisors, LLC 0.40% Reduce -10.7% 4,085 $644K
Mill Creek Capital Advisors, LLC 0.02% Reduce -5.3% 4,083 $644K
Barry Investment Advisors, LLC 0.21% Reduce -7.6% 4,079 $644K
DORCHESTER WEALTH MANAGEMENT Co 0.12% Add +3.2% 4,075 $643K
Laidlaw Wealth Management LLC 0.36% Reduce -55.1% 4,073 $642K
Inspire Advisors, LLC 0.09% Reduce -27.8% 4,069 $642K
Vision Capital Management, Inc. 0.10% Add +10.9% 4,066 $641K
Mattern Capital Management, LLC 0.09% Add +131.6% 4,049 $639K
Boit C F David 0.35% No change 4,000 $639K
Greenfield Seitz Capital Management, LLC 0.24% No change 4,043 $638K
Red Lighthouse Investment Management, LLC 0.26% Add +0.3% 4,042 $638K
Summit Asset Management, LLC 0.08% Add +1.9% 4,041 $637K
Cladis Investment Advisory, LLC 0.47% Add +6.4% 4,031 $636K
Gemmer Asset Management LLC 0.07% Reduce -19.7% 4,029 $636K
Shepherd Financial Partners LLC 0.08% Add +41.3% 4,028 $635K
Saxony Capital Management, LLC 0.77% Add +0.8% 4,026 $635K
Silver Coast Investments LLC 0.26% Reduce -0.6% 4,017 $634K
Overbrook Management Corp 0.17% Reduce -20.3% 4,008 $632K
Arosa Capital Management LP 0.43% New 4,000 $631K
Defender Capital, LLC. 0.21% New 4,000 $631K
Strait & Sound Wealth Management LLC 0.35% Add +2.6% 3,894 $630K
Johnson Bixby & Associates, LLC 0.11% Add +72.9% 3,995 $630K
Plan Group Financial, LLC 0.41% Add +46.2% 3,993 $630K
Clark Financial Services Group Inc. 0.76% Reduce -1.9% 3,984 $629K
HBW Advisory Services LLC 0.12% No change 4,217 $629K
Winthrop Advisory Group LLC 0.09% Reduce -10.1% 3,985 $629K
Sound Financial Strategies Group, LLC 0.52% Reduce -4.2% 3,976 $627K
Florida Financial Advisors, LLC 0.46% Add +15.9% 3,963 $625K
Visionary Horizons, LLC 0.48% Add +1.3% 3,928 $624K
Accuvest Global Advisors 0.27% Add +31.8% 3,951 $623K
Trillium Asset Management, LLC 0.02% Reduce -11.3% 3,948 $623K
Guidance Capital, Inc. 0.23% Reduce -5.0% 3,952 $623K
Agate Pass Investment Management, LLC 0.33% No change 3,934 $621K
Hilltop Partners LLC 0.22% Add +28.3% 3,932 $620K
Abel Hall, LLC 0.46% Add +42.2% 3,916 $618K
Bernardo Wealth Planning LLC 0.17% Reduce -2.4% 3,913 $617K
Unique Wealth Strategies, LLC 0.30% Add +59.6% 3,913 $617K
Sterling Investment Counsel, LLC 0.29% Add +6.8% 3,913 $617K
First Dallas Securities Inc. 0.28% Reduce -4.6% 3,906 $616K
Van Leeuwen & Company, LLC 0.31% Add +2.5% 3,898 $615K
Cornerstone Capital, Inc. 0.06% Reduce -9.1% 3,891 $614K
Northern Capital Management, Inc. 0.43% Reduce -2.9% 3,888 $613K
Prosperity Financial Group, Inc. 0.38% Reduce -1.9% 3,883 $613K
New Jersey Better Educational Savings Trust 1.15% No change 3,861 $609K
Maryland Capital Advisors Inc. 0.38% No change 3,856 $608K
Aspen Wealth Management LLC 0.23% Reduce -0.5% 3,844 $606K
Matthew Goff Investment Advisor, LLC 0.12% Add +1.3% 3,844 $606K
First National Corp. /Ma/ 0.15% No change 4,061 $606K
Kades & Cheifetz LLC 0.39% Add +3.2% 3,828 $604K
Clare Market Investments LLC 0.19% Add +68.7% 3,825 $603K
Vance Wealth, LLC 0.24% Add +1.8% 3,824 $603K
Roberts Glore & Co. Inc. 0.18% No change 3,813 $601K
Affinity Capital Advisors, LLC 0.13% Add +1.1% 3,801 $600K
AA Financial Advisors, LLC 0.24% New 3,791 $598K
MJP Associates Inc. 0.13% Add +26.4% 3,777 $596K
Purus Wealth Management, LLC 0.29% Add +6.0% 3,768 $594K
Gibbs Wealth Management 0.34% — 3,765 $594K
Consilium Wealth Advisory, LLC 0.33% Add +6.2% 3,762 $593K
Firethorn Wealth Partners, LLC 0.35% Add +41.6% 3,759 $593K
Sivia Capital Partners, LLC 0.40% Add +1.2% 3,752 $592K
America First Investment Advisors, LLC 0.14% No change 3,748 $591K
Xcel Wealth Management, LLC 0.19% Add +3.1% 3,747 $591K
Hyperion Partners, LLC 0.43% Add +0.2% 3,739 $590K
Rice Hall James & Associates, LLC 0.03% No change 3,737 $589K
SOL Capital Management CO 0.07% No change 3,734 $589K
TCP Asset Management, LLC 0.16% Add +3.1% 3,728 $588K
Tower Wealth Partners, Inc. 0.38% Add +3.5% 3,727 $588K
Quantum Private Wealth, LLC 0.22% Reduce -1.3% 3,724 $587K
Dechtman Wealth Management, LLC 0.14% Add +1.1% 3,720 $587K
New Republic Capital, LLC 0.37% Reduce -11.4% 3,715 $586K
Planning Capital Management Corp 0.43% Add +8.8% 3,709 $585K
Carmichael Hill & Associates, Inc. 0.24% Reduce -15.1% 3,709 $585K
Mustard Seed Financial, LLC 0.58% Add +2.8% 3,709 $585K
Schwarz Dygos Wheeler Investment Advisors LLC 0.17% Add +172.9% 3,706 $585K
Gries Financial LLC 0.10% Add +15.6% 3,690 $582K
BSW Wealth Partners 0.10% Add +1.8% 3,688 $582K
Klingman & Associates, LLC 0.04% Reduce -0.9% 3,680 $580K
Charter Oak Capital Management, LLC 0.06% Reduce -3.3% 3,679 $580K
Riversedge Advisors, LLC 0.14% Add +3.6% 3,678 $580K
Abacus Wealth Partners, LLC 0.10% Add +29.4% 3,671 $579K
Hara Capital LLC 0.35% Add +12.6% 3,667 $578K
Almanack Investment Partners, LLC. 0.10% Add +7.0% 3,658 $577K
Peirce Capital Management, LLC 0.32% No change 3,652 $576K
Financial Advisory Group 0.10% No change 3,649 $576K
Rwwm, Inc. 0.06% Reduce -4.6% 3,642 $574K
Charter Research & Investment Group, Inc. 0.45% No change 3,630 $573K
Rosenblum Silverman Sutton S F Inc. 0.16% No change 3,629 $572K
Wilson & Boucher Capital Management, LLC 0.45% Reduce -11.6% 3,629 $572K
Capital Market Strategies LLC 0.44% Reduce -1.3% 3,611 $570K
Sage Rhino Capital LLC 0.13% Add +4.5% 3,607 $569K
MKT Advisors LLC 0.31% Reduce -7.8% 3,497 $569K
Sweeney & Michel, LLC 0.25% — 3,472 $568K
Perritt Capital Management Inc 0.31% Add +1.5% 3,600 $568K
McBroom & Associates, LLC 0.37% No change 3,597 $567K
Redwood Financial Network Corp 0.49% Reduce -1.8% 3,592 $567K
China Universal Asset Management Co., Ltd. 0.07% New 3,590 $566K
Palumbo Wealth Management LLC 0.25% Add +0.8% 3,588 $566K
Toth Financial Advisory Corp. 0.07% Reduce -0.5% 3,585 $565K
Fiera Capital Corp 0.00% Reduce -68.5% 3,585 $565K
Carolinas Wealth Consulting LLC 0.11% Reduce -82.5% 3,579 $565K
Banco BTG Pactual S.A. 0.18% Add +25.0% 3,574 $564K
Elevation Wealth Partners, LLC 0.28% Add +87.4% 3,571 $563K
American Trust 0.05% Reduce -15.1% 3,568 $563K
Vanguard Capital Wealth Advisors 0.40% Add +6.7% 3,565 $562K
D L Carlson Investment Group Inc. 0.11% Add +4.2% 3,564 $562K
Deseret Mutual Benefit Administrators 0.28% Add +11.9% 3,560 $562K
Roberts Wealth Advisors, LLC 0.21% New 3,559 $561K
Olistico Wealth, LLC 0.40% Add +37.7% 3,553 $560K
Blodgett Wealth Advisors, LLC 0.51% Reduce -24.5% 3,542 $559K
Chemistry Wealth Management LLC 0.15% Add +4.3% 3,535 $558K
Foster Group, Inc. 0.03% Reduce -33.1% 3,520 $555K
Cowa, LLC 0.33% Reduce -6.3% 3,511 $554K
Avion Wealth 0.15% Add +0.4% 3,500 $553K
Power Wealth Management LLC 0.35% Reduce -5.6% 3,504 $553K
Jupiter Wealth Management LLC 0.29% New 3,400 $553K
Lokken Investment Group LLC 0.28% Add +0.2% 3,500 $552K
Dopkins Wealth Management, LLC 0.33% New 3,500 $552K
McAdam, LLC 0.04% Add +1.7% 3,497 $552K
Aljian Capital Management, LLC 0.20% Add +5.8% 3,490 $551K
Oder Investment Management, LLC 0.51% Add +98.1% 3,490 $550K
W.G. Shaheen & Associates DBA Whitney & Co 0.07% Reduce -0.7% 3,489 $550K
Lanham O'Dell & Company, Inc. 0.28% Add +4.5% 3,489 $550K
Pacific Sun Financial Corp 0.32% New 3,486 $550K
Crumly & Associates Inc. 0.14% Add +9.4% 3,482 $549K
VAUGHAN & Co SECURITIES, INC. 0.35% Reduce -7.5% 3,481 $549K
LaSalle St. Investment Advisors, LLC 0.31% Add +1.2% 3,677 $549K
ODonnell Financial Services, LLC 0.25% Add +0.1% 3,477 $548K
Wealthstar Advisors, LLC 0.19% Add +0.0% 3,475 $548K
Elevatus Welath Management 0.22% Add +2.0% 3,468 $547K
Pacifica Partners Inc. 0.24% Add +1.8% 3,492 $546K
Quantum Financial Advisors, LLC 0.10% Add +8.2% 3,460 $546K
Pursue Wealth Partners LLC 0.32% No change 3,459 $546K
Zhang Financial LLC 0.04% Add +0.4% 3,456 $545K
Select Asset Management & Trust 0.23% Add +0.9% 3,447 $544K
Eclectic Associates Inc. 0.25% Reduce -18.9% 3,441 $543K
Wagner Wealth Management, LLC 0.17% Add +0.5% 3,432 $541K
HF Advisory Group, LLC 0.30% Add +19.3% 3,429 $541K
Sunpointe, LLC 0.60% Add +10.1% 3,425 $540K
Elmwood Wealth Management, Inc. 0.23% Add +8.1% 3,407 $537K
Signal Advisors Wealth, LLC 0.13% Add +69.2% 3,400 $536K
Birchbrook, Inc. 0.32% Add +0.3% 3,394 $535K
ROI Financial Advisors, LLC 0.42% Reduce -15.0% 3,393 $535K
Vertex Planning Partners, LLC 0.15% Reduce -7.1% 3,386 $534K
Rock Point Advisors, LLC 0.16% Reduce -1.5% 3,384 $534K
Renasant Bank 0.38% Add +0.7% 3,373 $532K
Heritage Financial Services, LLC 0.08% Add +3.8% 3,370 $532K
Bruce G. Allen Investments, LLC 0.44% Add +7.6% 3,364 $531K
One Wealth Advisors, LLC 0.09% Add +2.9% 3,360 $530K
Ritter Daniher Financial Advisory LLC / DE 0.18% Reduce -16.2% 3,357 $530K
Fortem Financial Group, LLC 0.23% Add +29.3% 3,357 $529K
Arkos Global Advisors 0.09% Add +51.4% 3,344 $527K
Gibson Capital, LLC 0.11% No change 3,320 $524K
Wela Strategies, Inc. 0.25% Add +2.7% 3,319 $524K
Howard Financial Services, LTD. 0.09% Add +0.0% 3,319 $523K
Ellerson Group Inc. 0.40% No change 3,307 $522K
Lazari Capital Management, Inc. 0.28% Add +7.2% 3,306 $521K
Berger Financial Group, Inc 0.04% Add +2.1% 3,305 $521K
Holistic Financial Partners 0.26% Add +7.0% 3,305 $521K
Sovereign Financial Group, Inc. 0.14% Add +4.0% 3,303 $521K
Tranquility Partners, LLC 0.20% Add +0.8% 3,294 $520K
Balanced Wealth Group LLC 0.23% Add +87.5% 3,137 $519K
Valley National Advisers Inc. 0.08% Add +4.5% 3,291 $519K
Guinness Atkinson Asset Management Inc 0.24% Reduce -8.2% 3,288 $519K
Axiom Advisory, LLC 0.38% Add +1.3% 3,270 $516K
Morton Capital Management LLC 0.14% Add +4.0% 3,269 $516K
Total Clarity Wealth Management, Inc. 0.18% Add +9.2% 3,268 $516K
Spotlight Asset Group, Inc. 0.37% No change 3,265 $515K
Capstone Financial Advisors, Inc. 0.03% Reduce -0.5% 3,265 $515K
Probity Advisors, Inc. 0.11% No change 3,255 $513K
Sunflower Bank, N.A. 0.12% Add +0.5% 3,248 $512K
Bellecapital International Ltd. 0.11% Add +61.3% 3,247 $512K
MinichMacGregor Wealth Management, LLC 0.13% Add +2.1% 3,217 $512K
Sachetta, LLC 0.24% No change 3,429 $512K
HFR Wealth Management, LLC 0.13% No change 3,238 $511K
PICTET BANK & TRUST Ltd 0.54% Reduce -5.3% 3,230 $510K
Summitry LLC 0.03% Add +8.6% 3,215 $507K
Lakewood Asset Management LLC 0.34% Reduce -17.1% 3,209 $506K
Revolve Wealth Partners, LLC 0.09% Add +5.5% 3,204 $505K
Midwest Financial Group LLC 0.34% Add +5.4% 3,196 $504K
One Degree Advisors Inc 0.25% No change 3,194 $504K
RVW Wealth, LLC 0.05% Reduce -8.7% 3,169 $500K
Resolute Wealth Strategies, LLC 0.30% Reduce -7.6% 3,163 $499K
Financial Insights, Inc. 0.14% Add +7.0% 3,158 $498K
Key Client Fiduciary Advisors, LLC 0.26% Reduce -13.3% 3,154 $498K
Baker Boyer National Bank 0.17% No change 3,153 $497K
Better Money Decisions, LLC 0.39% Add +6.3% 3,150 $497K
Members Trust Co 0.01% Reduce -4.3% 3,150 $497K
Running Point Capital Advisors, LLC 0.22% New 3,144 $496K
Marino, Stram & Associates LLC 0.12% Reduce -0.7% 3,141 $495K
Oxford Asset Management LLP 0.55% New 3,135 $495K
Westside Investment Management, Inc. 0.12% Add +26.5% 3,124 $493K
Prentice Wealth Management LLC 0.17% Add +7.0% 3,122 $492K
Benchmark Investment Advisors LLC 0.39% Reduce -39.4% 3,112 $491K
Horan Securities, Inc. 0.23% Reduce -2.6% 3,110 $491K
Aspen Grove Capital, LLC 0.14% Add +14.1% 3,109 $491K
Tortoise Investment Management, LLC 0.06% Add +0.8% 3,103 $489K
Baron Silver Stevens Financial Advisors, LLC 0.10% Add +37.2% 3,100 $489K
Commonwealth Financial Services, LLC 0.11% No change 3,263 $487K
Eagle Harbor Asset Management Inc. 0.52% Reduce -3.0% 3,084 $486K
Whelan Financial 0.22% Reduce -22.4% 3,074 $485K
BetterWealth, LLC 0.16% No change 3,070 $484K
Monograph Wealth Advisors, LLC 0.07% Reduce -17.4% 3,070 $484K
Tempus Wealth Planning, LLC 0.21% Add +2.7% 3,064 $483K
Wellington Wealth Strategies, LLC. 0.22% New 3,060 $483K
Legacy Capital Group California, Inc. 0.18% Reduce -3.2% 3,052 $481K
United Advisor Group, LLC 0.18% New 3,046 $480K
Crown Oak Advisors, LLC 0.26% Add +1.1% 3,032 $478K
Barnes Pettey Financial Advisors, LLC 0.41% Reduce -20.2% 3,023 $477K
Destiny Wealth Partners, LLC 0.09% Reduce -5.1% 3,016 $476K
Bordeaux Wealth Advisors LLC 0.16% Reduce -22.0% 3,015 $476K
Smith Shellnut Wilson LLC 0.25% No change 3,004 $474K
Ashford Capital Management Inc. 0.06% No change 2,996 $473K
Ridgewood Investments LLC 0.25% Reduce -0.3% 2,986 $471K
Financial Network Wealth Advisors LLC 0.47% Add +3.4% 2,985 $471K
Straight Path Wealth Management 0.26% Add +6.9% 2,983 $470K
Total Investment Management Inc. 0.06% Add +0.9% 2,980 $470K
Greenwich Wealth Management LLC 0.04% Reduce -8.0% 2,980 $470K
Compton Financial Group, LLC 0.16% No change 2,977 $470K
Chatham Capital Group, Inc. 0.09% Reduce -10.4% 2,974 $469K
Ledgewood Wealth Advisors, LLC 0.43% No change 2,968 $468K
Cabot Wealth Management Inc. 0.06% No change 2,968 $468K
Lee Financial Co 0.08% Add +18.6% 2,960 $467K
Wealth Architects, LLC 0.06% Reduce -1.6% 2,933 $463K
White Wing Wealth Management 0.38% Reduce -0.7% 2,902 $462K
Legacy Trust 0.12% Reduce -15.0% 2,926 $462K
Wedge Capital Management L L P 0.01% Reduce -5.3% 2,926 $462K
Tsfg, LLC 0.12% Reduce -15.8% 2,914 $460K
Strategic Financial Services, Inc. 0.03% Reduce -16.9% 2,908 $459K
Watts Gwilliam & Co., LLC 0.14% — 2,798 $458K
Pinnacle Wealth Management Group, Inc. 0.34% Reduce -7.5% 2,899 $457K
Opal Wealth Advisors, LLC 0.16% Reduce -36.5% 2,898 $457K
Washburn Capital Management, Inc. 0.34% Add +1.5% 2,895 $457K
Harvest Investment Services, LLC 0.18% Add +0.8% 2,886 $455K
Kuhn & Co Investment Counsel 0.43% Reduce -0.8% 2,885 $455K
Fogel Capital Management, Inc. 0.27% New 2,839 $455K
Bridgefront Capital, LLC 0.35% New 2,882 $455K
TFB Advisors LLC 0.16% New 2,847 $454K
Montz Harcus Wealth Management LLC 0.31% Add +18.7% 2,880 $454K
Alliance Wealth Advisors, LLC 0.14% Add +15.8% 2,872 $453K
Warwick Investment Management, Inc. 0.11% Add +22.7% 2,869 $452K
Wescott Financial Advisory Group, LLC 0.06% Reduce -17.1% 2,866 $452K
Frisch Financial Group, Inc. 0.15% Add +21.4% 2,862 $452K
Physician Wealth Advisors, Inc. 0.10% Add +0.9% 2,891 $452K
Bell Investment Advisors, Inc 0.09% Add +7.0% 2,863 $452K
Planned Solutions, Inc. 0.22% Reduce -0.8% 2,862 $452K
QVR LLC 0.08% New 2,857 $451K
Joule Financial, LLC 0.19% Reduce -2.2% 2,854 $450K
Global X Japan Co., Ltd. 0.10% Add +33.3% 2,853 $450K
Heirloom Wealth Management 0.15% Reduce -16.1% 2,848 $449K
Crown Wealth Group, LLC 0.23% Add +52.2% 2,845 $449K
TNF LLC 0.18% No change 2,743 $449K
Private Capital Management LLC 0.10% Reduce -12.2% 2,840 $448K
Jag Capital Management, LLC 0.06% Add +2.6% 2,839 $448K
KPP Advisory Services LLC 0.12% Reduce -2.0% 2,827 $446K
First Personal Financial Services 0.10% Add +0.4% 2,824 $445K
Warther Private Wealth, LLC 0.20% Reduce -31.5% 2,806 $443K
Savvy Advisors, Inc. 0.25% Add +54.3% 2,803 $442K
Acorn Creek Capital LLC 0.28% Reduce -13.4% 2,793 $441K
Geller Advisors LLC 0.04% Reduce -8.4% 2,786 $439K
Avalon Capital Management 0.18% Add +2.5% 2,782 $439K
Patrick M Sweeney & Associates, Inc. 0.36% Add +5.8% 2,770 $437K
Petrus Trust Company, LTA 0.04% Add +16.1% 2,769 $437K
Long Run Wealth Advisors, LLC 0.11% Add +5.9% 2,764 $436K
Tucker Asset Management LLC 0.10% Add +18.5% 2,763 $436K
CJM Wealth Advisers, Ltd. 0.17% Reduce -19.7% 2,760 $435K
FSB Premier Wealth Management, Inc. 0.20% Add +12.4% 2,758 $435K
Atwater Malick LLC 0.15% No change 2,755 $435K
Aprio Wealth Management, LLC 0.09% Add +95.0% 2,751 $434K
Stillwater Capital Advisors, LLC 0.06% Add +0.9% 2,748 $433K
Northstar Advisory Group, LLC 0.26% Add +9.0% 2,611 $432K
Aua Capital Management, LLC 0.25% Add +2.3% 2,726 $430K
Alta Wealth Advisors LLC 0.22% Reduce -5.4% 2,720 $429K
River Street Advisors LLC 0.29% Add +8.5% 2,719 $429K
Private Ocean, LLC 0.05% Reduce -5.6% 2,715 $428K
Breakwater Capital Group 0.11% Add +3.4% 2,708 $427K
Ferguson Shapiro LLC 0.20% Add +0.2% 2,706 $427K
International Private Wealth Advisors LLC 0.82% Add +62.6% 2,705 $427K
Smart Money Group LLC 0.17% Reduce -40.9% 2,645 $427K
Syntax Research, Inc. 0.33% Add +7620.0% 2,702 $426K
Coordinated Financial Services, Inc. 0.38% — 2,701 $426K
Blue Edge Capital, LLC 0.07% No change 2,700 $426K
Pettinga Financial Advisors LLC 0.11% Add +0.1% 2,699 $426K
Prairie Sky Financial Group LLC 0.26% Add +0.0% 2,696 $425K
Avenir Corp. 0.04% No change 2,695 $425K
Seven Mile Advisory 0.32% Reduce -3.0% 2,683 $423K
Princeton Global Asset Management LLC 0.10% No change 2,673 $422K
Goldstone Financial Group, LLC 0.10% Add +4.6% 2,667 $421K
GFG Capital, LLC 0.11% Add +2.5% 2,667 $421K
Southern Capital Advisors, LLC 0.26% Add +16.0% 2,663 $420K
Summit Financial Strategies, Inc. 0.06% New 2,660 $420K
City Center Advisors, LLC 0.49% — 2,660 $420K
MN Wealth Advisors, LLC 0.26% Add +2.5% 2,651 $418K
Granite Harbor Advisors, Inc. 0.29% Add +5.7% 2,651 $418K
Phraction Management LLC 0.18% New 2,650 $418K
Princeton Capital Management LLC 0.15% Add +0.0% 2,649 $418K
Novak & Powell Financial Services, Inc. 0.31% Add +2.0% 2,647 $418K
Objective Capital Management, LLC 0.28% Add +7.6% 2,643 $417K
Towercrest Capital Management 0.07% Reduce -4.6% 2,635 $416K
Malaga Cove Capital, LLC 0.17% No change 2,629 $415K
Apollon Financial, LLC 0.14% Reduce -0.9% 2,616 $413K
Silvant Capital Management LLC 0.02% No change 2,615 $412K
Guardian Asset Advisors, LLC 0.34% Add +60.2% 2,613 $412K
Leonard Rickey Investment Advisors P.L.L.C. 0.11% Add +3.3% 2,604 $411K
MMBG Investment Advisors Co. 0.04% No change 2,600 $410K
Roman Butler Fullerton & Co. 0.15% Reduce -8.9% 2,527 $409K
Kathmere Capital Management, LLC 0.05% Reduce -1.9% 2,592 $409K
Annis Gardner Whiting Capital Advisors, LLC 0.15% Add +18.8% 2,591 $409K
Vista Capital Partners, Inc. 0.05% Reduce -9.3% 2,588 $408K
NWK Group, Inc. 0.19% No change 2,585 $408K
Circle Wealth Management, LLC 0.01% Add +31.8% 2,585 $408K
waypoint wealth counsel 0.31% Reduce -4.6% 2,584 $408K
Family Firm, Inc. 0.10% Add +0.9% 2,579 $407K
Kohmann Bosshard Financial Services, LLC 0.06% Add +17.9% 2,578 $407K
OMNI 360 Wealth, Inc. 0.34% Add +1.1% 2,571 $406K
New England Capital Financial Advisors LLC 0.23% Add +0.2% 2,569 $405K
Denver Wealth Management, Inc. 0.21% Reduce -6.9% 2,564 $404K
Cedar Wealth Management, LLC 0.13% Add +22.6% 2,563 $404K
Brogan Financial, Inc. 0.27% Add +1.1% 2,559 $404K
49 Wealth Management, LLC 0.09% Add +71.2% 2,537 $404K
Concorde Asset Management, LLC 0.28% Reduce -6.8% 2,553 $404K
Drexel Morgan & Co. 0.08% Add +2.2% 2,555 $403K
Berry Wealth Group, LP 0.33% Add +9.5% 2,554 $403K
SRH Advisors, LLC 0.13% Add +0.9% 2,549 $402K
Occudo Quantitative Strategies LP 0.07% New 2,533 $400K
Eukles Asset Management 0.17% Add +9.9% 2,526 $398K
Carmel Capital Partners, LLC 0.16% Add +2.4% 2,526 $398K
Old North State Wealth Management, LLC 0.26% Add +16.0% 2,520 $398K
Madison Wealth Partners, Inc 0.14% No change 2,512 $396K
Rovin Capital /Ut/ 0.16% Add +69.6% 2,509 $396K
Legacy Financial Group, Inc. 0.16% Reduce -1.8% 2,506 $395K
Charles Schwab Investment Advisory, Inc. 0.00% Add +29.1% 2,499 $394K
LWM Advisory Services, LLC 0.32% Reduce -3.6% 2,497 $394K
Worth Financial Advisory Group, LLC 0.27% Reduce -0.6% 2,482 $392K
Walkner Condon Financial Advisors LLC 0.08% Add +2.1% 2,482 $391K
Triune Financial Partners, LLC 0.14% Reduce -1.0% 2,481 $391K
Richwood Investment Advisors, LLC 0.35% No change 2,480 $391K
Parisi Gray Wealth Management 0.15% Add +24.9% 2,479 $391K
Investment Partners Asset Management, Inc. 0.35% Reduce -5.1% 2,479 $391K
Constitution Capital LLC 0.22% Add +32.0% 2,476 $391K
Corus Family Wealth Advisors 0.33% Reduce -0.5% 2,474 $390K
RS Crum Inc. 0.11% Add +0.0% 2,471 $390K
Lesa Sroufe & Co 0.37% No change 2,458 $388K
Meridian Financial Advisors, LLC 0.29% Add +0.0% 2,460 $388K
Arkfeld Wealth Strategies, L.L.C. 0.21% Add +6.4% 2,385 $388K
Boothbay Fund Management, LLC 0.01% New 2,459 $388K
Paces Ferry Wealth Advisors, LLC 0.25% Add +2.2% 2,446 $386K
US Asset Management LLC 0.35% Add +21.6% 2,439 $385K
Crane Advisory, LLC 0.08% Add +2.4% 2,395 $385K
Norris Perne & French LLP 0.03% Add +14.5% 2,437 $384K
Interchange Capital Partners, LLC 0.26% Add +14.9% 2,418 $384K
Alliance Wealth Management Group 0.11% Reduce -4.9% 2,430 $383K
West Coast Financial LLC 0.05% Reduce -9.0% 2,429 $383K
Essex LLC 0.09% Reduce -7.3% 2,423 $382K
Acima Private Wealth, LLC 0.14% Reduce -3.5% 2,421 $382K
Callan Capital, LLC 0.03% New 2,412 $380K
Western Financial Corp 0.23% Reduce -2.4% 2,411 $380K
Triton Wealth Management, PLLC 0.26% Add +58.0% 2,333 $379K
Loomis Sayles & Co. L P 0.00% Add +5.5% 2,403 $379K
Alliance Wealth Advisors, LLC 0.24% Add +1.0% 2,402 $379K
Cambridge Financial Group, LLC 0.18% Reduce -3.8% 2,396 $378K
Householder Group Estate & Retirement Specialist, LLC 0.11% Reduce -4.0% 2,394 $378K
Taylor Hoffman Wealth Management 0.16% No change 2,375 $375K
WESCAP Management Group, Inc. 0.11% No change 2,374 $374K
Foster Victor Wealth Advisors, LLC 0.03% Reduce -40.6% 2,307 $373K
Lakeshore Financial Planning, Inc. 0.19% Add +42.0% 2,367 $373K
Sather Financial Group Inc 0.03% No change 2,367 $373K
Silver Lake Advisory, LLC 0.09% New 2,364 $373K
Private Wealth Advisors, LLC 0.16% Reduce -0.4% 2,362 $373K
Lakeside Advisors, INC. 0.24% Add +3.3% 2,346 $370K
Meixler Investment Management, Ltd. 0.28% Add +3.5% 2,342 $369K
GDS Wealth Management 0.04% Add +11.8% 2,340 $369K
Ssi Investment Management LLC 0.15% Reduce -1.0% 2,332 $368K
Occidental Asset Management, LLC 0.07% Reduce -16.6% 2,328 $367K
KOM Wealth Management Group, LLC 0.36% Reduce -0.2% 2,320 $366K
Financial Security Advisor, Inc. 0.13% Add +0.5% 2,317 $366K
Austin Wealth Management, LLC 0.09% Add +29.3% 2,319 $365K
Shayne & Jacobs, LLC 0.10% No change 2,314 $365K
Isthmus Partners, LLC 0.04% No change 2,312 $365K
Royal Capital Wealth Management, LLC 0.29% Reduce -7.3% 2,311 $365K
Triad Wealth Partners, LLC 0.28% — 2,308 $364K
Advisor Resource Council 0.15% Reduce -79.1% 2,426 $364K
Wetzel Investment Advisors, Inc. 0.21% Add +27.3% 2,306 $363K
West Bancorporation Inc. 0.24% Reduce -51.6% 2,303 $363K
AAF Wealth Management, LLC 0.20% Reduce -8.9% 2,302 $363K
Aerodigm Wealth, LLC 0.15% New 2,286 $361K
Sequent Planning LLC 0.13% — 2,283 $360K
Bowman & Co S.C. 0.22% No change 2,280 $360K
ShoreHaven Wealth Partners, LLC 0.20% Add +1.1% 2,277 $359K
Mango Investments LLC 0.27% No change 2,275 $359K
Arax Advisory Partners 0.04% Add +9.2% 2,271 $358K
O'Dell Group, LLC 0.09% Reduce -1.5% 2,268 $358K
Mason & Associates Inc 0.10% No change 2,265 $357K
Indie Asset Partners, LLC 0.32% Add +23.0% 2,264 $357K
Northwest Investment Counselors, LLC 0.09% Add +8.2% 2,261 $357K
Meridian Wealth Partners, LLC 0.06% Add +15.5% 2,253 $355K
Financial Advisors, LLC 0.07% No change 2,237 $353K
Callan Family Office, LLC 0.08% Reduce -40.1% 2,236 $353K
Verum Partners LLC 0.13% Add +3.0% 2,236 $353K
Riverwater Partners LLC 0.26% Reduce -3.7% 2,234 $352K
Grey Fox Wealth Advisors, LLC 0.13% Reduce -7.2% 2,232 $352K
Palisades Hudson Asset Management, L.P. 0.16% No change 2,231 $352K
Nadler Financial Group, Inc. 0.04% Add +1.6% 2,230 $352K
Wharton Business Group, LLC 0.02% No change 2,219 $350K
New Covenant Trust Company, N.A. 0.35% — 2,218 $350K
Northcape Wealth Management, LLC 0.13% Add +10.1% 2,215 $349K
Kelly Financial Services LLC 0.13% Add +0.2% 2,215 $349K
Midwest Heritage Bank, FSB 0.18% Reduce -2.4% 2,213 $349K
Prospect Financial Services LLC 0.29% Reduce -8.4% 2,212 $349K
Park Edge Advisors, LLC 0.10% No change 2,211 $349K
GEM Asset Management, LLC 0.23% No change 2,228 $348K
Spinnaker Investment Group, LLC 0.10% Add +6.7% 2,206 $348K
Terra Nova Asset Management LLC 0.28% Reduce -0.2% 2,205 $348K
Prepared Retirement Institute LLC 0.26% Reduce -44.0% 2,205 $348K
Yoder Wealth Management, Inc. 0.23% Add +1.7% 2,205 $348K
Solstein Capital, LLC 0.24% Reduce -1.7% 2,201 $347K
Twin City Private Wealth, LLC 0.34% — 2,199 $347K
Werba Rubin Papier Wealth Management 0.10% Add +1.5% 2,198 $347K
DLK Investment Management, LLC 0.15% Add +3.3% 2,194 $346K
Blossom Wealth Management 0.83% Add +11.3% 2,193 $346K
Lane & Associates LLC 0.22% New 2,185 $345K
Instrumental Wealth, LLC 0.15% Add +7.7% 2,162 $344K
Lwmg, LLC 0.08% Reduce -2.2% 2,170 $342K
Aft, Forsyth & Company, Inc. 0.19% No change 2,169 $342K
Old North State Trust, LLC 0.29% — 2,168 $342K
Migdal Insurance & Financial Holdings Ltd. 0.01% No change 2,170 $342K
Etfidea, LLC 0.12% Reduce -2.1% 2,167 $342K
Matisse Capital 0.16% Reduce -0.4% 2,166 $342K
First Citizens Financial Corp 0.20% Add +2.2% 2,166 $342K
Weil Company, Inc. 0.14% Add +0.1% 2,163 $341K
Obsidian Cio, LLC 0.08% Reduce -3.4% 2,158 $340K
SYM FINANCIAL Corp 0.06% Reduce -16.4% 2,156 $340K
Diker Management LLC 0.28% No change 2,156 $340K
Lewis Asset Management, LLC 0.28% Add +5.3% 2,155 $340K
Scientech Research LLC 0.18% New 2,154 $340K
Garrett Wealth Advisory Group, LLC 0.14% Add +0.5% 2,150 $339K
Marks Group Wealth Management, Inc 0.04% Add +3.1% 2,148 $339K
RTD Financial Advisors, Inc. 0.05% No change 2,147 $339K
Texas Capital Bank Wealth Management Services Inc 0.04% Reduce -0.7% 2,141 $338K
Fortis Capital Advisors, LLC 0.14% Add +31.9% 2,140 $338K
Advance Capital Management, Inc. 0.02% Reduce -20.7% 2,134 $337K
Edmonds Duncan Registered Investment Advisors, LLC 0.08% Reduce -1.4% 2,128 $336K
Partners in Financial Planning 0.07% No change 2,124 $335K
Sandy Cove Advisors, LLC 0.15% Reduce -5.1% 2,121 $335K
Garden State Investment Advisory Services LLC 0.12% Reduce -7.0% 2,109 $335K
Rede Wealth, LLC 0.14% Add +0.1% 2,120 $334K
Wooster Corthell Wealth Management, Inc. 0.08% No change 2,117 $334K
Keeler & Nadler Financial Planning & Wealth Management 0.20% New 2,110 $333K
Compass Financial Group, INC 0.08% Add +1.4% 2,110 $333K
Altfest L J & Co. Inc. 0.05% Add +0.1% 2,106 $332K
Wealth Advisors of Iowa, LLC 0.20% Add +5.3% 2,091 $330K
Fi3 FINANCIAL ADVISORS, LLC 0.15% Add +26.8% 2,059 $330K
Community Bank of Raymore 0.15% No change 2,087 $329K
Financial Perspectives, Inc 0.12% Reduce -3.3% 2,084 $329K
Castleview Partners, LLC 0.18% Add +28.9% 2,078 $328K
Willner & Heller, LLC 0.33% Add +5.4% 2,076 $327K
Texas Capital Bancshares Inc 0.15% Add +5.7% 2,075 $327K
BNP Paribas 0.02% — 2,071 $327K
Richardson Financial Services Inc. 0.23% Add +4.8% 2,067 $326K
RIA Advisory Group LLC 0.13% Reduce -21.9% 2,066 $326K
Quantum Portfolio Management LLC 0.19% Reduce -8.4% 2,063 $325K
National Philanthropic Trust 0.01% Reduce -39.9% 2,060 $325K
Source Financial Advisors LLC 0.10% Add +0.6% 2,058 $325K
Patriot Investment Management Group, Inc. 0.03% Add +2.5% 2,058 $325K
Unionview, LLC 0.27% Add +0.7% 2,049 $323K
Dynamic Wealth Strategies, LLC 0.28% Add +269.5% 2,047 $323K
IVC Wealth Advisors LLC 0.19% Add +1.7% 2,046 $323K
Mma Asset Management LLC 0.15% Reduce -17.2% 1,994 $323K
Syntegra Private Wealth Group, LLC 0.04% Add +14.6% 2,045 $323K
WealthTrust Asset Management, LLC 0.25% Reduce -32.5% 2,042 $322K
Northwest Capital Management Inc 0.10% No change 2,039 $322K
Falcon Wealth Planning 0.05% Reduce -24.7% 2,036 $321K
Riverview Trust Co 0.25% Add +5.7% 2,031 $320K
Insight Advisors, LLC/ PA 0.06% Add +1.9% 2,029 $320K
Sonata Capital Group Inc. 0.15% No change 2,028 $320K
Broadleaf Partners, LLC 0.08% Add +0.6% 2,027 $320K
Steigerwald, Gordon & Koch Inc. 0.04% Add +10.3% 2,027 $320K
Capital Insight Partners, LLC 0.06% Reduce -1.8% 2,025 $319K
Knightsbridge Asset Management, LLC 0.09% No change 2,137 $319K
Watershed Private Wealth LLC 0.14% Add +9.6% 2,018 $318K
Archvest Wealth Advisors, Inc. 0.22% Reduce -5.0% 1,997 $318K
Claris Advisors, LLC / Mo / 0.16% No change 2,012 $317K
Mb, Levis & Associates, LLC 0.17% Add +0.6% 2,011 $317K
Slow Capital, Inc. 0.05% No change 2,000 $315K
Cahill Financial Advisors Inc. 0.04% Add +21.8% 1,996 $315K
Keystone Financial Services 0.14% Reduce -0.7% 1,994 $314K
Sunburst Financial Group, LLC 0.09% Reduce -26.6% 1,970 $313K
German American Bancorp, Inc. 0.04% Reduce -0.6% 1,985 $313K
Gratus Wealth Advisors, LLC 0.06% Reduce -1.7% 1,985 $313K
JSF Financial, LLC 0.10% Add +0.1% 1,980 $312K
Basepoint Wealth LLC 0.23% Add +13.6% 1,975 $311K
XTX Topco Ltd 0.04% Reduce -71.2% 1,972 $311K
Debussy Capital Management LP 0.09% Reduce -20.7% 1,868 $310K
Heritage Wealth Management, Inc./Texas 0.20% Add +0.1% 1,959 $309K
S&T Bank 0.06% Reduce -14.3% 1,956 $309K
Adamsbrown Wealth Consultants LLC 0.12% Reduce -8.7% 1,952 $308K
Spectrum Wealth Counsel, LLC 0.04% Add +17.2% 1,952 $308K
First International Bank & Trust 0.11% Add +20.8% 1,949 $307K
Sara-Bay Financial 0.14% No change 1,931 $307K
Henshaw Capital LLC 0.01% New 1,945 $307K
WealthBridge Capital Management, LLC 0.10% Add +8.3% 1,943 $307K
MRA Advisory Group 0.18% Add +1.1% 1,932 $305K
Manchester Financial Inc. 0.08% Add +18.9% 1,932 $305K
Client 1ST Advisory Group, LLC 0.14% Reduce -6.1% 1,931 $305K
AllSquare Wealth Management LLC 0.18% Add +1.6% 1,928 $304K
Burt Wealth Advisors 0.08% Reduce -1.9% 1,928 $304K
James J. Burns & Company, LLC 0.11% Reduce -0.6% 1,902 $304K
Thrive Capital Management, LLC 0.16% Reduce -27.2% 1,927 $304K
Sequent Asset Management, LLC 0.16% Add +20.5% 1,915 $303K
Dash Acquisitions Inc. 0.10% Add +0.3% 1,936 $303K
CGC Financial Services, LLC 0.16% Reduce -8.1% 1,913 $302K
Security National Bank of So Dak 0.18% Reduce -4.9% 1,906 $301K
Theory Financial LLC 0.15% No change 1,903 $300K
Beddow Capital Management Inc. 0.14% Add +5.0% 1,900 $300K
Innova Wealth Partners 0.23% No change 1,900 $300K
Kooman & Associates 0.12% Add +21.1% 1,897 $299K
Beacon Bridge Wealth Partners, LLC 0.14% Reduce -24.4% 1,892 $299K
McLean Asset Management Corp 0.10% Add +0.7% 1,842 $298K
Pathway Financial Advisors LLC 0.08% Add +9.6% 1,891 $298K
N.E.W. Advisory Services LLC 0.03% Add +3.6% 1,891 $298K
Osterweis Capital Management Inc. 0.02% No change 1,890 $298K
Heritage Wealth Management, Inc. 0.30% Reduce -0.5% 1,890 $298K
Armbruster Capital Management, Inc. 0.06% No change 1,888 $298K
Zimmermann Investment Management & Planning LLC 0.11% Reduce -27.4% 1,884 $297K
Three Seasons Wealth, LLC 0.21% No change 1,860 $297K
Bank Pictet & Cie (asia) Ltd. 0.16% Reduce -15.3% 1,880 $297K
Christensen, King & Associates Investment Services, Inc. 0.15% Reduce -0.6% 1,880 $297K
Franklin, Parlapiano, Turner & Welch, LLC 0.08% No change 1,880 $297K
Schorn Wealth LLC 0.11% No change 1,879 $296K
Von Berge Wealth Management Group, LLC 0.19% No change 1,879 $296K
Terril Brothers, Inc. 0.10% No change 1,879 $296K
Affinity Investment Advisors, LLC 0.22% No change 1,878 $296K
Mainsail Asset Management, LLC 0.24% No change 1,876 $296K
Tyler-Stone Wealth Management 0.13% Reduce -3.1% 1,874 $296K
Summit Wealth Partners, LLC 0.06% Add +0.1% 1,874 $296K
Security National Bank of Sioux City Iowa 0.21% Reduce -15.4% 1,873 $295K
Lockerman Financial Group, Inc. 0.56% Reduce -0.5% 1,872 $295K
Signet Financial Management, LLC 0.04% Add +0.1% 1,868 $295K
Tilia Fiduciary Partners, Inc. 0.24% Reduce -1.7% 1,866 $294K
Jacobsen Capital Management 0.14% Add +36.7% 1,862 $294K
Ade, LLC 0.20% No change 1,860 $293K
Acorn Wealth Advisors, LLC 0.15% Add +0.3% 1,860 $293K
Saturna Capital Corp. 0.00% No change 1,852 $292K
MRP Capital Investments, LLC 0.29% New 1,848 $292K
Hilton Capital Management, LLC 0.03% Add +34.1% 1,848 $292K
Juncture Wealth Strategies, LLC 0.13% Reduce -3.3% 1,848 $291K
Regis Acquisition Inc. 0.18% No change 1,844 $291K
Focused Wealth Management, Inc 0.05% Reduce -0.8% 1,845 $291K
KKM Financial LLC 0.14% No change 1,843 $291K
Cornerstone Planning Group LLC 0.09% Add +165.1% 1,813 $290K
BCM Advisors, LLC 0.07% Add +15.0% 1,775 $290K
Cary Street Partners Asset Management LLC 0.04% Add +5.0% 1,833 $289K
Lester Murray Antman dba SimplyRich 0.09% New 1,832 $289K
Centurion Wealth Management LLC 0.11% Add +13.2% 1,830 $289K
Ariston Services Group 0.28% Reduce -1.5% 1,830 $289K
WCM Investment Management, LLC 0.00% Add +6.3% 1,829 $289K
First Fiduciary Investment Counsel, Inc. 0.06% No change 1,823 $288K
Centered Wealth LLC dba Miller Equity Capital Advisors 0.12% No change 1,821 $287K
Fort, L.P. 0.72% Reduce -7.6% 1,819 $287K
Yarger Wealth Strategies, LLC 0.20% Add +2.0% 1,818 $287K
IAG Wealth Partners, LLC 0.06% No change 1,817 $287K
KFG Wealth Management, LLC 0.12% Reduce -1.6% 1,810 $286K
True Link Financial Advisors, LLC 0.03% Reduce -8.6% 1,808 $285K
Smart Portfolios, LLC 0.30% Add +4.0% 1,805 $285K
Eagle Bay Advisors LLC 0.18% Reduce -10.9% 1,802 $284K
Kahn Brothers Group Inc. 0.04% Reduce -26.5% 1,800 $284K
Eisler Capital (US) LLC 0.10% Reduce -88.9% 1,800 $284K
Bigelow Investment Advisors, LLC 0.14% Add +0.2% 1,794 $283K
Legacy Edge Advisors, LLC 0.06% Reduce -19.0% 1,794 $283K
Transatlantique Private Wealth LLC 0.12% Reduce -11.1% 1,793 $283K
KWB Wealth 0.04% Reduce -13.9% 1,791 $283K
Investment Advisory Group, LLC 0.12% Add +1.5% 1,790 $282K
Investors Research Corp 0.07% No change 1,789 $282K
Kendall Capital Management 0.10% No change 1,788 $282K
Harris Associates (Oakmark Funds) 0.00% Reduce -68.3% 1,782 $281K
Northwest Wealth Management, LLC 0.08% Reduce -13.0% 1,782 $281K
Websterrogers Financial Advisors, LLC 0.10% Add +6.8% 1,781 $281K
Socha Financial Group, LLC 0.12% Reduce -9.5% 1,777 $280K
Insight Wealth Partners, LLC 0.18% No change 1,776 $280K
Canvas Wealth Advisors, LLC 0.09% New 1,791 $280K
Wolff Wiese Magana LLC 0.24% Reduce -0.3% 1,774 $280K
Planning Alternatives Ltd. 0.05% No change 1,763 $278K
Tobam 0.02% Add +803.6% 1,762 $278K
Verus Financial Partners, Inc. 0.03% Reduce -7.8% 1,758 $277K
Gilman Hill Asset Management, LLC 0.05% Add +1.4% 1,757 $277K
Marotta Asset Management 0.06% No change 1,755 $277K
Tidemark, LLC 0.15% Reduce -8.2% 1,754 $277K
Walker Financial Services, Inc. 0.23% Add +0.5% 1,750 $276K
Capstone Capital LLC 0.24% Reduce -0.7% 1,747 $276K
Arbor Investment Advisors, LLC 0.04% No change 1,744 $275K
Dakota Community Bank & Trust NA 1.49% Add +7.1% 1,742 $275K
Allegiance Financial Group Advisory Services LLC 0.11% No change 1,739 $274K
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.21% Reduce -88.8% 1,740 $274K
Tranquilli Financial Advisor LLC 0.18% Add +11.9% 1,736 $274K
Penbrook Management LLC 0.17% Add +3.9% 1,730 $273K
Rf&l Wealth Management, LLC 0.21% Add +1.5% 1,725 $272K
CoreCommodity Management, LLC 0.10% Reduce -86.4% 1,724 $272K
Mirabella Financial Services LLP 0.02% Reduce -62.9% 1,718 $272K
Ridgepath Capital Management LLC 0.31% New 1,719 $271K
Sykon Capital LLC 0.10% No change 1,718 $271K
Sherbrooke Park Advisers LLC 0.05% New 1,716 $271K
Bank of Nova Scotia Trust Co. 0.03% No change 1,716 $271K
Kennedy Investment Group, Inc. 0.14% Reduce -45.6% 1,713 $270K
Founders Capital Management, LLC 0.05% Add +1.9% 1,712 $270K
MV Capital Management, Inc. 0.03% Reduce -3.4% 1,710 $270K
BlueChip Wealth Advisors LLC 0.17% New 1,710 $270K
Traveka Wealth, LLC 0.12% Reduce -45.6% 1,705 $269K
Martel Wealth Advisors LLC 0.06% Reduce -1.3% 1,705 $269K
Sugarloaf Wealth Management, LLC 0.06% Add +0.2% 1,703 $269K
Liberty Capital Management, Inc. 0.07% Add +2.6% 1,703 $269K
Seneca Financial Advisors LLC 0.14% No change 1,698 $268K
Bishop & Co Investment Management, LLC 0.11% No change 1,697 $268K
Stone Summit Wealth LLC 0.09% Add +9.4% 1,695 $267K
Hibernia Wealth Partners, LLC 0.18% New 1,695 $267K
Aufman Associates Inc 0.19% Add +2.2% 1,693 $267K
M3 Advisory Group, LLC 0.24% New 1,693 $267K
Family Investment Center, Inc. 0.09% Reduce -2.3% 1,693 $267K
Acorn Financial Advisory Services Inc. 0.05% Reduce -17.5% 1,693 $267K
Consolidated Portfolio Review Corp 0.07% Reduce -84.0% 1,692 $267K
Obsidian Personal Planning Solutions LLC 0.17% New 1,649 $266K
Braun-Bostich & Associates Inc. 0.22% Reduce -6.8% 1,685 $266K
EWG Elevate Inc. 0.10% Add +7.0% 1,670 $263K
REDW Wealth LLC 0.07% Add +6.8% 1,668 $263K
Ballast, Inc. 0.08% No change 1,665 $263K
Anderson Hoagland & Co. 0.03% New 1,613 $262K
Miller Wealth Advisors, LLC 0.16% Add +0.6% 1,663 $262K
Encompass More Asset Management 0.22% New 1,659 $262K
Summit X, LLC 0.07% Add +22.6% 1,654 $261K
Phoenix Wealth Advisors 0.16% No change 1,653 $261K
Biltmore Family Office, LLC 0.05% Add +0.5% 1,652 $261K
Northwest Financial Advisors 0.29% Reduce -2.5% 1,649 $260K
Landaas & Co. /Wi 0.08% Add +0.6% 1,648 $260K
First Wilshire Securities Management Inc. 0.08% No change 1,650 $260K
Private Client Services, LLC 0.17% Reduce -5.6% 1,648 $260K
Keebeck Wealth Management 0.04% New 1,646 $260K
Semus Wealth Partners LLC 0.22% Reduce -0.4% 1,644 $259K
First Bancorp, Inc 0.20% Add +16.8% 1,638 $258K
Next Capital Management LLC 0.10% New 1,637 $258K
PCG Wealth Advisors, LLC 0.12% Add +11.1% 1,635 $258K
One Wealth Map LLC 0.17% Add +1.3% 1,592 $258K
NDVR, Inc. 0.25% Reduce -8.8% 1,633 $258K
Demars Financial Group, LLC 0.13% No change 1,631 $257K
Raub Brock Capital Management LP 0.05% Add +1.7% 1,628 $257K
Capital Wealth Alliance, LLC 0.15% Add +0.1% 1,624 $256K
Wealthstream Advisors, Inc. 0.10% Reduce -40.6% 1,617 $255K
Vawter Financial, Ltd. 0.19% No change 1,617 $255K
Sierra Summit Advisors LLC 0.07% Reduce -32.8% 1,616 $255K
Payden & Rygel Investment Group 0.02% — 1,610 $254K
Payden & Rygel 0.02% Reduce -98.9% 1,610 $254K
Naples Money Management LLC 0.25% Reduce -6.0% 1,606 $253K
G2 Capital Management, LLC / Oh 0.08% No change 1,606 $253K
Sterling Financial Planning, Inc. 0.10% Reduce -0.5% 1,604 $253K
Westshore Wealth, LLC 0.11% Add +0.1% 1,603 $253K
Axiom Financial Strategies, LLC 0.16% Reduce -0.1% 1,601 $253K
Columbus Macro, LLC 0.10% Reduce -3.5% 1,595 $252K
Capital Advisors, Ltd. LLC 0.03% Reduce -13.3% 1,590 $251K
Bullseye Investment Management, LLC 0.15% No change 1,591 $251K
Unique Wealth, LLC 0.07% Reduce -4.8% 1,589 $251K
Bluespring Wealth Management, LLC 0.03% Add +2.0% 1,586 $250K
Montis Financial, LLC 0.12% Reduce -6.8% 1,581 $249K
Invst, LLC 0.03% Reduce -0.8% 1,567 $249K
Longview Financial Advisors, Inc. 0.19% Reduce -6.8% 1,579 $249K
Bluesphere Advisors LLC 0.14% No change 1,574 $248K
AJOVista, LLC 0.67% No change 1,573 $248K
Trust Co of Kansas 0.14% No change 1,572 $248K
Keystone Wealth Services, LLC 0.08% Add +0.1% 1,572 $248K
AIMZ Investment Advisors, LLC 0.09% No change 1,566 $247K
Paradiem, LLC 0.06% No change 1,562 $246K
Grant/GrossMendelsohn, LLC 0.11% New 1,520 $246K
Sharkey, Howes & Javer 0.04% Add +1.6% 1,555 $245K
Leverty Financial Group, LLC 0.15% Reduce -1.8% 1,555 $245K
BCGM Wealth Management, LLC 0.09% Add +0.6% 1,553 $245K
Sage Capital Management, LLC 0.13% Reduce -13.8% 1,550 $244K
Armstrong Henry H Associates Inc. 0.02% Add +13.4% 1,550 $244K
Burns Matteson Capital Management, LLC 0.16% Reduce -4.3% 1,549 $244K
Slocum, Gordon & Co LLP 0.18% No change 1,547 $244K
Tandem Investment Advisors, Inc. 0.01% New 1,545 $244K
Continental Investors Services, Inc. 0.58% Add +3.6% 1,533 $244K
Rakuten Securities, Inc. 0.11% Add +20.1% 1,545 $244K
Opes Wealth Management LLC 0.06% Reduce -0.1% 1,544 $244K
Cornerstone Advisors Asset Management, LLC 0.09% No change 1,540 $243K
Cascade Wealth Advisors, Inc 0.21% — 1,524 $242K
One Charles Private Wealth Services, LLC 0.11% No change 1,535 $242K
VitalStone Financial, LLC 0.18% Add +7.0% 1,532 $242K
Norwood Financial Corp 0.35% Add +18.6% 1,530 $241K
Kesler, Norman & Wride, LLC 0.05% No change 1,519 $240K
Smith & Howard Wealth Management, LLC 0.07% No change 1,519 $240K
Oakwell Private Wealth Management, LLC 0.07% Add +1.5% 1,512 $239K
Ullmann Wealth Partners Group, LLC 0.04% Add +11.3% 1,511 $238K
Alpha Financial Partners LLC 0.22% Add +3.9% 1,509 $238K
Rise Advisors, LLC 0.13% Add +144.8% 1,508 $238K
Sollinda Capital Management LLC 0.07% Reduce -70.7% 1,501 $237K
Financial Planning & Information Services, Inc. 0.04% No change 1,501 $237K
Rebalance, LLC 0.02% Reduce -4.5% 1,500 $237K
Check Capital Management Inc. 0.02% No change 1,500 $237K
American Financial Advisors, LLC 0.03% Add +0.5% 1,491 $235K
PFS Partners, LLC 0.16% Add +0.5% 1,491 $235K
Stonehearth Capital Management, LLC 0.11% No change 1,483 $234K
Hoxton Planning & Management, LLC 0.11% New 1,482 $234K
Kercheville Advisors, LLC 0.11% New 1,480 $233K
ForthRight Wealth Management, LLC 0.08% Add +0.3% 1,476 $233K
Interactive Financial Advisors, Inc. 0.13% Reduce -37.9% 1,476 $233K
EPIQ Capital Group, LLC 0.09% Add +1.0% 1,463 $231K
4J Wealth Management LLC 0.20% No change 1,462 $231K
Strategic Investment Advisors / MI 0.03% Reduce -8.4% 1,458 $230K
Wade Financial Advisory, Inc 0.08% New 1,453 $229K
Hill Island Financial LLC 0.08% Reduce -4.9% 1,453 $229K
Stephenson & Company, Inc. 0.17% Reduce -0.5% 1,452 $229K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -21.2% 1,452 $229K
LifePlan Investment Advisors, Inc. 0.18% Add +4.7% 1,450 $229K
Covestor Ltd 0.14% Reduce -43.9% 1,436 $227K
Hamilton Point Investment Advisors, LLC 0.04% New 1,439 $227K
Trinity Financial Advisors LLC 0.10% Reduce -12.6% 1,437 $227K
Diversified Investment Strategies, LLC 0.15% No change 1,436 $226K
PrairieView Partners, LLC 0.03% No change 1,429 $226K
Astoria Portfolio Advisors LLC. 0.09% Reduce -2.1% 1,431 $226K
Performance Wealth Partners, LLC 0.01% Reduce -13.9% 1,429 $225K
Hofer & Associates. Inc 0.19% Reduce -2.9% 1,428 $225K
Collaborative Wealth Managment Inc. 0.11% No change 1,427 $225K
Prosperity Wealth Management, Inc. 0.11% New 1,423 $224K
O'Keefe Stevens Advisory, Inc. 0.07% Add +4.2% 1,417 $224K
Abich Financial Wealth Management LLC 0.17% Reduce -29.7% 1,415 $223K
Cherrydale Wealth Management, LLC 0.10% New 1,414 $223K
Philip James Wealth Mangement, LLC 0.16% Reduce -55.9% 1,414 $223K
Fernwood Investment Management, LLC 0.07% Reduce -0.5% 1,412 $223K
Omnia Family Wealth, LLC 0.10% New 1,411 $223K
Fragasso Financial Advisors Inc 0.02% New 1,410 $222K
Arthur M. Cohen & Associates, LLC 0.05% Reduce -8.7% 1,405 $222K
Optas, LLC 0.06% New 1,405 $222K
Heritage Investment Group, Inc. 0.03% No change 1,401 $221K
Sterling Investment Advisors LLC 0.13% No change 1,400 $221K
B&D White Capital Company, LLC 0.05% Reduce -95.0% 1,400 $221K
R. W. Roge & Company, Inc. 0.13% No change 1,390 $220K
Annandale Capital, LLC 0.05% No change 1,392 $220K
WESPAC Advisors SoCal, LLC 0.06% Reduce -48.7% 1,392 $219K
Motive Wealth Advisors 0.13% New 1,390 $219K
Gallacher Capital Management LLC 0.11% Reduce -20.8% 1,390 $219K
Parkside Advisors LLC 0.06% Add +0.4% 1,388 $219K
Fiducient Advisors LLC 0.04% Reduce -49.4% 1,384 $218K
Avalon Trust Co 0.02% Reduce -0.4% 1,383 $218K
Chiron Capital Management, LLC 0.20% No change 1,378 $217K
Quad-Cities Investment Group, LLC 0.13% No change 1,377 $217K
Goldstein Advisors, LLC 0.04% New 1,377 $217K
Yeomans Consulting Group, Inc. 0.09% Reduce -25.5% 1,369 $216K
NBW Capital LLC 0.04% New 1,369 $216K
Selective Wealth Management, Inc. 0.09% New 1,326 $216K
Northstar Group, Inc. 0.04% No change 1,365 $215K
Meritas Wealth Management, LLC 0.15% No change 1,353 $213K
Tiff Advisory Services, LLC 0.09% Add +23.1% 1,352 $213K
Twin Lakes Capital Management, LLC 0.14% Add +0.1% 1,351 $213K
Clarity Capital Partners LLC 0.14% Reduce -1.0% 1,350 $213K
One Wealth Management Investment & Advisory Services, LLC 0.09% New 1,345 $212K
Crew Capital Management, Ltd 0.17% New 1,343 $212K
RAM Investment Partners, LLC 0.07% New 1,343 $212K
PCA Investment Advisory Services Inc. 0.12% New 1,339 $211K
Afg Fiduciary Services Limited Partnership 0.16% New 1,302 $211K
McCarthy Asset Management, Inc. 0.13% New 1,333 $210K
Safeguard Financial, LLC 0.07% New 1,333 $210K
Avaii Wealth Management, LLC 0.12% Reduce -0.9% 1,332 $210K
Pegasus Partners Ltd. 0.02% New 1,331 $210K
Bensler, LLC 0.03% Reduce -25.8% 1,329 $210K
Mirabaud & Cie SA 0.07% New 1,324 $209K
Consilio Wealth Advisors, LLC 0.10% New 1,318 $208K
Flynn Zito Capital Management, LLC 0.11% New 1,318 $208K
Red Wave Investments LLC 0.08% New 1,316 $208K
Councilmark Asset Management, LLC 0.15% — 1,315 $207K
1858 Wealth Management, LLC 0.20% No change 1,389 $207K
Gladius Capital Management LP 0.20% New 1,313 $207K
GoalFusion Wealth Management, LLC 0.13% New 1,313 $207K
Jackson Thornton Wealth Management, LLC 0.04% New 1,311 $207K
Elite Life Management LLC 1.01% New 1,310 $207K
Stuart Investment Advisors, Inc. 0.13% Reduce -33.0% 1,309 $206K
Harbor Advisory Corp. 0.07% New 1,308 $206K
Blue Chip Partners, LLC 0.02% Reduce -4.7% 1,307 $206K
Heritage Wealth Partners, LLC 0.42% No change 1,383 $206K
BlackDiamond Wealth Management, LLC 0.15% New 1,305 $206K
Lavaca Capital LLC 0.13% New 1,305 $206K
Invenio Wealth Partners LLC 0.11% New 1,305 $206K
Blankinship & Foster, LLC 0.05% New 1,303 $206K
Aquire Wealth Advisors, LLC 0.07% New 1,302 $205K
Whitcomb & Hess, Inc. 0.07% New 1,297 $205K
Howard Wealth Management, LLC 0.17% New 1,297 $205K
Disciplined Growth Investors Inc. 0.00% New 1,295 $204K
CKW Financial Group 0.03% Add +0.2% 1,280 $204K
Financial Enhancement Group LLC 0.03% New 1,281 $204K
Cumberland Advisors Inc. 0.08% New 1,290 $203K
Cahaba Wealth Management, Inc. 0.02% New 1,286 $203K
Life Planning Partners, Inc 0.20% No change 1,284 $203K
Worth Asset Management, LLC 0.12% Reduce -18.5% 1,284 $202K
Peninsula Wealth, LLC 0.04% New 1,280 $202K
American Money Management, LLC 0.04% New 1,279 $202K
McIlrath & Eck, LLC 0.03% Add +1.1% 1,278 $202K
Oak Thistle LLC 0.18% New 1,276 $201K
Silver Oak Advisory Group, Inc. 0.11% New 1,272 $201K
Horizon Bancorp Inc. 0.10% Add +2.4% 1,271 $200K
WR Wealth Planners, LLC 0.06% New 1,264 $199K
Vestor Capital, LLC 0.02% Reduce -1.7% 1,263 $199K
Bellevue Asset Management, LLC 0.11% Add +0.9% 1,247 $197K
Laraway Financial Advisors Inc 0.17% No change 1,241 $196K
WealthCollab, LLC 0.14% Add +24.4% 1,237 $195K
Centerpoint Advisors, LLC 0.07% No change 1,234 $195K
Mine & Arao Wealth Creation & Management, LLC. 0.09% Reduce -10.1% 1,215 $192K
TFC Financial Management, Inc. 0.03% Reduce -35.6% 1,209 $191K
Future Financial Wealth Managment LLC 0.15% New 1,199 $189K
Core Wealth Advisors, Inc. 0.06% No change 1,190 $188K
FSA Wealth Management LLC 0.08% Add +15.0% 1,144 $180K
Hillsdale Investment Management Inc. 0.01% No change 1,135 $179K
Hall Laurie J Trustee 0.06% No change 1,129 $179K
Prestige Wealth Management Group LLC 0.04% Reduce -8.0% 1,132 $179K
Clarity Asset Management, Inc. 0.12% Add +0.1% 1,129 $178K
CBIZ Investment Advisory Services, LLC 0.01% New 1,122 $177K
TD Capital Management LLC 0.02% Add +3.4% 1,118 $176K
AlphaMark Advisors, LLC 0.06% Add +1.4% 1,085 $171K
Frazier Financial Advisors, LLC 0.14% Add +32.1% 1,073 $169K
O'Brien Wealth Partners LLC 0.04% Reduce -15.7% 1,072 $169K
Voisard Asset Management Group, Inc. 0.09% No change 1,054 $166K
Impact Partnership Wealth, LLC 0.06% Reduce -84.2% 1,037 $164K
Palouse Capital Management, Inc. 0.11% New 1,024 $162K
HBC Financial Services, PLLC 0.11% Reduce -16.0% 1,000 $159K
Aspire Private Capital, LLC 0.04% Add +2.0% 1,006 $159K
Aspect Partners, LLC 0.13% No change 1,004 $158K
Cove Street Capital, LLC 0.05% No change 1,000 $158K
Stuart Chaussee & Associates, Inc. 0.05% No change 1,000 $158K
Garde Capital, Inc. 0.01% Reduce -41.5% 991 $156K
RE Dickinson Investment Advisors, LLC 0.10% Reduce -8.0% 963 $152K
ORG Partners LLC 0.29% Reduce -92.1% 949 $151K
Trust Co 0.02% Add +5.2% 956 $151K
Westchester Capital Management, Inc. 0.04% No change 932 $147K
Truvestments Capital LLC 0.06% Add +34.4% 926 $146K
Richelieu Gestion SA 0.15% New 900 $142K
Moisand Fitzgerald Tamayo, LLC 0.02% Reduce -2.4% 900 $142K
Disciplined Equity Management, Inc. 0.09% Reduce -30.8% 900 $142K
Iron Horse Wealth Management, LLC 0.06% Add +1.7% 890 $140K
Standard Family Office LLC 0.19% New 882 $139K
Creekmur Asset Management LLC 0.05% Add +13.6% 880 $139K
Raelipskie Partnership 0.08% No change 865 $136K
Creative Capital Management Investments LLC 0.07% No change 857 $135K
HHM Wealth Advisors, LLC 0.02% Reduce -12.0% 855 $135K
Financial Freedom, LLC 0.08% Add +0.7% 855 $135K
Clean Yield Group 0.05% No change 843 $133K
Deane Retirement Strategies, Inc. 0.07% No change 842 $133K
Raffa Wealth Management, LLC 0.04% Reduce -1.5% 829 $131K
SJS Investment Consulting Inc. 0.03% Reduce -6.7% 825 $130K
Abound Wealth Management 0.05% Reduce -32.7% 817 $129K
Disciplina Capital Management LLC 0.02% Add +1.1% 817 $129K
Signature Resources Capital Management, LLC 0.12% No change 852 $127K
Transcendent Capital Group LLC 0.07% Add +96.3% 799 $126K
HighMark Wealth Management LLC 0.08% Reduce -3.5% 715 $123K
Westend Capital Management, LLC 0.05% — 752 $119K
Lowe Wealth Advisors, LLC 0.05% No change 738 $116K
Ulland Investment Advisors, LLC 0.09% No change 718 $113K
Mascoma Wealth Management LLC 0.03% Reduce -4.5% 708 $112K
Main Street Group, LTD 0.05% Add +31.2% 702 $112K
Investment Research & Advisory Group, Inc. 0.05% No change 703 $111K
Nabity-Jensen Investment Management Inc 0.09% No change 701 $111K
Mark Sheptoff Financial Planning, LLC 0.06% Reduce -12.5% 700 $110K
FSC Wealth Advisors, LLC 0.08% Add +0.3% 690 $109K
Macroview Investment Management LLC 0.12% Add +3.4% 678 $107K
Proffitt & Goodson Inc. 0.02% No change 667 $105K
Cherry Tree Wealth Management, LLC 0.03% Add +6.4% 665 $105K
Nordwand Advisors, LLC 0.04% No change 643 $101K
Coston, McIsaac & Partners 0.03% Add +2.5% 628 $99K
Tradewinds Capital Management, LLC 0.03% Reduce -1.7% 625 $99K
REAP Financial Group, LLC 0.03% Reduce -72.5% 624 $98K
GW&K Investment Management, LLC 0.00% Add +3.3% 619 $98K
MidAtlantic Capital Management, Inc. 0.09% No change 619 $98K
TruNorth Capital Management, LLC 0.03% — 613 $97K
Orion Capital Management LLC 0.05% Reduce -20.6% 595 $94K
Davis Capital Management 0.08% No change 566 $90K
Stone House Investment Management, LLC 0.02% Reduce -3.4% 563 $89K
Fortitude Family Office, LLC 0.06% Reduce -6.3% 549 $87K
Dogwood Wealth Management LLC 0.06% Add +1.1% 544 $86K
DiNuzzo Private Wealth, Inc. 0.01% Reduce -0.2% 543 $86K
Fairman Group, LLC 0.08% Reduce -42.0% 512 $81K
Louisbourg Investments Inc. 0.02% No change 500 $79K
Goodman Advisory Group, LLC 0.03% No change 499 $79K
Annapolis Financial Services, LLC 0.03% No change 495 $78K
Tributary Capital Management, LLC 0.01% New 490 $77K
Briaud Financial Planning Inc 0.04% New 487 $77K
Foster Dykema Cabot & Partners, LLC 0.01% Reduce -1.0% 477 $75K
Kiely Wealth Advisory Group, Inc. 0.04% No change 444 $74K
Cedar Mountain Advisors, LLC 0.02% No change 465 $73K
Private Wealth Management Group, LLC 0.03% Add +15.7% 464 $73K
Ramirez Asset Management, Inc. 0.01% No change 464 $73K
Tacita Capital Inc 0.05% Add +13.6% 459 $72K
Ruedi Wealth Management, Inc. 0.03% No change 459 $72K
Burkett Financial Services, LLC 0.04% Add +1.1% 459 $72K
Stephens Consulting, LLC 0.02% No change 455 $72K
Breakwater Investment Management 0.03% — 453 $71K
Canton Hathaway, LLC 0.02% No change 449 $71K
MeadowBrook Investment Advisors LLC 0.07% Reduce -31.1% 442 $70K
CarsonAllaria Wealth Management, Ltd. 0.04% Add +0.9% 439 $69K
Valued Wealth Advisors LLC 0.05% Add +98.2% 434 $68K
Harvest Fund Management Co., Ltd 0.01% Add +405.9% 430 $68K
Delos Wealth Advisors, LLC 0.08% Add +3.1% 428 $67K
Highline Wealth Partners LLC 0.03% Add +13.9% 410 $65K
Mowery & Schoenfeld Wealth Management, LLC 0.12% Reduce -10.5% 385 $61K
Granite FO LLC 0.03% Reduce -55.6% 400 $58K
DecisionPoint Financial, LLC 0.02% Add +16.7% 350 $58K
Richardson Capital Management LLC 0.05% New 365 $58K
J.Safra Asset Management Corp 0.01% Reduce -58.7% 358 $56K
Dixon Mitchell Investment Counsel Inc. 0.00% New 351 $55K
Pineridge Advisors LLC 0.02% Reduce -25.8% 339 $53K
Wiser Advisor Group LLC 0.08% Add +1.2% 338 $53K
Balefire, LLC 0.02% No change 335 $53K
Robinswood Financial LLC 0.02% Add +0.6% 329 $52K
Gold Investment Management Ltd. 0.02% No change 330 $52K
Riggs Asset Managment Co. Inc. 0.01% No change 327 $52K
Dunhill Financial, LLC 0.04% Reduce -15.6% 325 $51K
Byrne Asset Management LLC 0.04% Reduce -18.6% 325 $51K
NCP Inc. 0.04% — 323 $51K
Bradley & Co. Private Wealth Management, LLC 0.04% No change 320 $50K
Newton One Investments LLC 0.02% Add +1.0% 310 $49K
Global Wealth Strategies & Associates 0.02% Add +0.3% 310 $49K
Vima LLC 0.05% Reduce -4.8% 280 $46K
Dagco, Inc. 0.02% Reduce -49.3% 281 $44K
Clear Investment Research, LLC 0.06% Reduce -1.1% 278 $44K
Nvwm, LLC 0.01% Add +5.8% 272 $43K
TFO Wealth Partners, LLC 0.01% Reduce -5.7% 264 $42K
Carolina Wealth Advisors, LLC 0.02% No change 253 $40K
Rational Advisors, Inc. 0.00% Reduce -33.7% 252 $40K
Luken Investment Analytics, LLC 0.02% No change 250 $39K
Elkhorn Partners Limited Partnership 0.03% Add +33.3% 240 $38K
Bromfield Sneider Wealth Advisors 0.02% No change 235 $37K
JDM Financial Group LLC 0.03% No change 232 $37K
Western Pacific Wealth Management, LP 0.02% Add +1.0% 207 $33K
DHJJ Financial Advisors, Ltd. 0.01% No change 206 $32K
POM Investment Strategies, LLC 0.03% Add +1.0% 201 $32K
Koesten, Hirschmann & Crabtree, INC. 0.02% No change 200 $32K
Frank, Rimerman Advisors LLC 0.01% No change 198 $31K
Lipe & Dalton 0.02% No change 197 $31K
Pension & Wealth Management Advisors, Inc. 0.02% Reduce -20.6% 185 $29K
Bare Financial Services, Inc 0.03% No change 178 $29K
Valley Forge Investment Consultants Inc. Adv 0.01% No change 180 $28K
Keener Financial Planning LLC 0.02% Reduce -51.8% 177 $28K
Hoese & Co LLP 0.02% No change 168 $26K
American Capital Advisory, LLC 0.02% Add +403.2% 156 $25K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -97.9% 161 $25K
Quarry LP 0.01% Reduce -6.8% 151 $24K
Bear Mountain Capital, Inc. 0.01% Reduce -2.6% 148 $23K
Cyrus J. Lawrence, LLC 0.01% — 150 $23K
Cranbrook Wealth Management, LLC 0.01% No change 143 $23K
Financial Gravity Asset Management, Inc. 0.01% Reduce -81.9% 148 $22K
Activest Wealth Management 0.01% Reduce -69.6% 141 $22K
Halpern Financial, Inc. 0.01% No change 131 $21K
Redmont Wealth Advisors LLC 0.03% New 129 $20K
Lummis Asset Management, LP 0.03% Reduce -97.0% 127 $20K
Evolution Advisers, Inc. 0.01% No change 124 $20K
Kessler Investment Group, LLC 0.01% No change 125 $20K
Heck Capital Advisors, LLC 0.00% No change 125 $20K
Red Tortoise LLC 0.01% Reduce -16.6% 121 $19K
Richard W. Paul & Associates, LLC 0.01% Add +15.2% 121 $19K
Fairway Wealth LLC 0.01% No change 116 $18K
Advantage Trust Co 0.01% No change 110 $17K
Robbins Farley 0.01% No change 100 $16K
Anfield Capital Management, LLC 0.01% New 100 $16K
EnRich Financial Partners LLC 0.01% New 95 $15K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.01% Reduce -90.5% 85 $13K
Tower View Wealth Management LLC 0.01% Reduce -31.6% 80 $13K
Moser Wealth Advisors, LLC 0.01% New 80 $13K
Guardian Wealth Management, Inc. 0.01% Add +1.3% 80 $13K
Roble, Belko & Company, Inc 0.00% Reduce -79.4% 71 $11K
Morton Brown Family Wealth, LLC 0.00% Reduce -11.7% 68 $11K
Financial Avengers, Inc. 0.01% Add +1.5% 66 $10K
FWL Investment Management, LLC 0.00% Reduce -71.4% 56 $9K
Legend Financial Advisors, Inc. 0.01% No change 53 $8K
Christopher J. Hasenberg, Inc 0.00% New 42 $7K
PayPay Securities Corp 0.32% Reduce -10.9% 41 $6K
ClariVest Asset Management LLC 0.00% Reduce -15.4% 33 $5K
Vermillion & White Wealth Management Group, LLC 0.00% No change 30 $5K
First Pacific Financial 0.00% New 27 $4K
Horrell Capital Management, Inc. 0.00% No change 28 $4K
GS Investments, Inc. 0.00% No change 21 $3K
Legacies Wealth LLC 0.00% New 20 $3K
PFG Private Wealth Management, LLC 0.00% No change 16 $3K
University of Texas/Texas Am Investment Management Co. 0.00% Reduce -50.0% 14 $2K
Horizon Financial Services, LLC 0.00% New 12 $2K
NewSquare Capital LLC 0.00% Reduce -58.3% 10 $2K
IFS Advisors, LLC 0.00% No change 10 $2K
Blue Bell Private Wealth Management, LLC 0.00% Reduce -97.6% 5 $818
AlphaQuest LLC 0.00% New 4 $631

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