ChevronCVX

13F holders, Q2 2024 (June 30)
3,506holders −15
112new positions
133sold out
16famous investors
$156.37avg. 13F price*

At the end of Q2 2024, 3,506 institutions reported holding Chevron Corp. (CVX) in their 13F filings, down 15 from Q1 2024. 112 opened new positions and 133 sold out. The largest holders were Vanguard Group Inc. ($24.8B), State Street Corp. ($24.8B) and BlackRock Inc. ($20.0B). 16 famous investors held it, including Warren Buffett (6.6% of Berkshire Hathaway's portfolio), Ken Fisher (1.3% of Fisher Asset Management's portfolio) and Jeremy Grantham (0.2% of GMO'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 → Q2 2024

InstitutionsTotal Value
New Positions112$581.3M
Exits133$587.9M

All 13F filers, Q1 2024 → Q2 2024: 73,703,548 shares bought and 51,588,365 shares sold, net +22,115,183 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,506 holders

Vanguard Group Inc. 0.48% Reduce -1.3% 158,698,965 $24.8B
State Street Corp. 1.08% Add +28.6% 158,230,282 $24.8B
BlackRock Inc. 0.45% Reduce -0.8% 127,834,068 $20.0B
Berkshire Hathaway 6.63% Reduce -3.5% 118,610,534 $18.6B
Morgan Stanley 0.44% Add +1.0% 36,166,578 $5.7B
Geode Capital Management, LLC 0.49% Add +1.7% 35,962,356 $5.6B
Bank of America Corp. 0.48% Add +6.6% 31,646,929 $5.0B
JPMorgan Chase & Co. 0.40% Reduce -1.2% 29,946,694 $4.7B
Charles Schwab Investment Management Inc. 0.83% Add +0.7% 27,904,861 $4.4B
Norges Bank 0.48% Add +3.5% 20,337,869 $3.2B
Northern Trust Corp. 0.53% Reduce -3.0% 20,198,604 $3.2B
Wells Fargo & Company 0.77% Add +0.9% 19,049,911 $3.0B
Fisher Asset Management 1.28% Add +5.3% 18,810,144 $2.9B
Ameriprise Financial Inc. 0.73% Add +3.0% 17,111,051 $2.7B
Franklin Resources Inc. 0.81% Add +1.0% 16,626,970 $2.6B
Capital World Investors 0.40% Reduce -2.6% 15,593,499 $2.4B
Bank of New York Mellon Corp 0.46% Reduce -4.6% 15,360,280 $2.4B
Invesco Ltd. 0.48% Reduce -7.0% 14,439,363 $2.3B
State Farm Mutual Automobile Insurance Co. 1.88% No change 13,334,215 $2.1B
Dimensional Fund Advisors LP 0.53% Add +1.0% 13,021,023 $2.0B
Amundi 0.71% Add +5.4% 11,797,168 $1.8B
Capital International Investors 0.38% Reduce -12.9% 11,691,744 $1.8B
T. Rowe Price Associates Inc. 0.21% Add +18.2% 11,045,757 $1.7B
UBS Group AG 0.50% Add +15.2% 10,348,978 $1.6B
Royal Bank of Canada 0.37% Reduce -3.2% 9,727,556 $1.5B
Legal & General Group Plc 0.41% Reduce -6.4% 9,283,273 $1.5B
Massachusetts Financial Services Co. 0.41% Add +55.5% 8,537,859 $1.3B
Nuveen Asset Management, LLC 0.37% Reduce -12.6% 8,053,701 $1.3B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.34% Add +27.2% 7,652,360 $1.2B
Goldman Sachs Group Inc. 0.20% Add +0.4% 6,677,280 $1.0B
Deutsche Bank AG 0.40% Reduce -9.2% 5,666,084 $886.3M
Fayez Sarofim & Co 2.38% Add +14.7% 5,634,280 $881.3M
Envestnet Asset Management Inc. 0.29% Add +1.3% 5,288,013 $827.2M
HSBC Holdings PLC 0.53% Add +3.6% 5,236,303 $820.2M
Capital Research Global Investors 0.18% Reduce -41.5% 5,217,664 $816.1M
Swiss National Bank 0.56% Reduce -3.0% 5,196,035 $812.8M
Barclays PLC 0.36% Reduce -28.4% 5,066,417 $792.5M
Wellington Management Group LLP 0.14% Add +28.2% 4,945,886 $773.6M
Alliancebernstein L.P. 0.26% Reduce -7.3% 4,708,728 $736.5M
Sumitomo Mitsui Trust Group, Inc. 0.50% Reduce -7.9% 4,321,417 $676.0M
Raymond James & Associates 0.42% Add +4.0% 4,125,608 $645.3M
PNC Financial Services Group, Inc. 0.41% Reduce -1.2% 3,970,362 $621.0M
FMR LLC 0.04% Add +0.6% 3,830,329 $599.1M
Bessemer Group Inc. 1.02% Reduce -0.9% 3,679,595 $575.6M
Bank of Montreal 0.16% Add +3.9% 3,227,014 $524.2M
Rhumbline Advisers 0.47% Reduce -2.0% 3,218,862 $503.5M
Principal Financial Group Inc. 0.29% Reduce -1.8% 3,130,983 $489.7M
California Public Employees Retirement System 0.35% Reduce -16.8% 3,094,552 $484.0M
Stifel Financial Corp. 0.53% Add +1.5% 3,022,964 $472.9M
First Trust Advisors LP 0.48% Add +4.2% 2,987,397 $467.3M
LPL Financial LLC 0.23% Add +12.8% 2,976,597 $465.6M
National Pension Service 0.53% Reduce -0.8% 2,923,698 $457.3M
Janus Henderson Group PLC 0.24% Add +4.9% 2,887,072 $451.6M
Jane Street Group, LLC 0.49% Add +435.6% 2,873,261 $449.4M
Voya Investment Management LLC 0.49% Reduce -7.2% 2,786,232 $435.6M
Citigroup Inc. 0.41% Add +19.4% 2,744,325 $429.3M
Bahl & Gaynor LLC 2.33% Reduce -1.1% 2,668,679 $417.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.50% Add +10.3% 2,640,566 $413.0M
New York State Common Retirement Fund 0.52% Reduce -1.0% 2,555,197 $399.7M
Corient Private Wealth LP 0.68% Reduce -5.0% 2,476,000 $387.3M
Neuberger Berman Group LLC 0.31% Reduce -1.8% 2,449,522 $383.2M
Federated Hermes, Inc. 0.91% Add +38.6% 2,445,005 $382.4M
California State Teachers Retirement System 0.45% Reduce -9.7% 2,325,096 $363.7M
BNP Paribas Financial Markets 0.39% Add +9.1% 2,288,599 $358.0M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.50% Reduce -9.8% 2,248,594 $351.7M
US Bancorp \de 0.47% Add +0.6% 2,185,880 $341.9M
Prudential Financial Inc. 0.49% Add +21.7% 2,101,302 $328.7M
Macquarie Group Ltd. 0.37% Add +470.7% 2,080,592 $325.4M
Focus Partners Wealth 1.08% Add +329.6% 2,040,038 $319.1M
DekaBank Deutsche Girozentrale 0.57% Reduce -6.4% 2,005,640 $316.0M
Clearbridge Investments, LLC 0.25% Reduce -1.3% 1,999,218 $312.7M
Ensign Peak Advisors, Inc 0.56% Reduce -9.3% 1,962,597 $307.0M
Truist Financial Corp. 0.47% Reduce -3.3% 1,961,297 $306.8M
London Co. of Virginia 1.69% Reduce -5.6% 1,924,836 $301.1M
HighTower Advisors, LLC 0.45% Add +4.3% 1,875,061 $293.4M
Capital Wealth Planning, LLC 3.00% Reduce -35.6% 1,831,267 $286.4M
Baird Financial Group, Inc. 0.59% Add +0.1% 1,814,976 $283.9M
Raymond James Financial Services Advisors, Inc. 0.40% Add +2.5% 1,789,540 $279.9M
CIBC Private Wealth Group LLC 0.52% Reduce -1.0% 1,790,324 $276.3M
State Board of Administration of Florida Retirement System 0.52% Reduce -20.6% 1,699,874 $265.9M
American Century Companies Inc. 0.16% Add +2.1% 1,680,816 $262.9M
New York State Teachers Retirement System 0.55% Reduce -5.3% 1,653,723 $258.7M
Brandywine Global Investment Management, LLC 1.83% Add +2.3% 1,556,994 $243.5M
ProShare Advisors LLC 0.64% Reduce -3.3% 1,517,468 $237.4M
Mariner, LLC 0.46% Reduce -2.3% 1,511,501 $236.4M
Cullen Capital Management, LLC 2.68% Reduce -2.7% 1,485,769 $232.4M
Commonwealth Equity Services, LLC 0.34% Add +2.3% 1,359,349 $212.6M
Korea Investment CORP 0.53% Add +8.7% 1,339,510 $209.5M
Victory Capital Management Inc. 0.21% Add +0.6% 1,335,263 $208.9M
Manufacturers Life Insurance Company, The 0.19% Reduce -1.7% 1,326,669 $207.5M
Eagle Asset Management Inc. 1.10% Reduce -11.0% 1,311,666 $205.3M
Natixis Advisors, LLC 0.44% Reduce -21.3% 1,306,297 $204.3M
King Luther Capital Management Corp. 0.89% Reduce -3.0% 1,248,786 $195.3M
ACR Alpine Capital Research, LLC 5.75% Add +0.4% 1,190,921 $186.3M
Public Employees Retirement Association of Colorado 0.76% Reduce -1.0% 1,168,772 $182.8M
Janney Montgomery Scott LLC 0.56% Reduce -0.5% 1,166,915 $182.5M
M&T Bank Corp 0.62% Add +4.0% 1,152,604 $180.3M
Rockefeller Capital Management L.P. 0.50% Add +3.9% 1,128,411 $176.5M
Glenmede Trust Co. NA 0.89% Add +0.2% 1,121,506 $175.4M
Cerity Partners LLC 0.47% Reduce -0.1% 1,112,262 $174.0M
State of Wisconsin Investment Board 0.46% Reduce -10.2% 1,112,069 $173.9M
Captrust Financial Advisors 0.54% Reduce -4.3% 1,071,325 $167.6M
Retirement Systems of Alabama 0.62% Reduce -4.0% 1,018,868 $159.4M
Aviva PLC 0.45% Add +22.2% 1,010,483 $158.1M
Danske Bank A/S 0.58% Reduce -5.1% 1,008,019 $157.7M
Haverford Trust Co 1.66% Add +1.0% 1,006,551 $157.4M
CANADA LIFE ASSURANCE Co 0.29% Reduce -2.6% 995,237 $155.8M
Mackenzie Financial Corp. 0.23% Reduce -35.1% 989,445 $154.8M
Brandes Investment Partners, LP 1.90% Add +14.0% 988,673 $154.6M
TD Asset Management Inc 0.14% Reduce -12.6% 983,449 $153.8M
Fifth Third Bancorp 0.59% Reduce -1.1% 982,625 $153.7M
Zacks Investment Management 1.69% Reduce -8.1% 961,795 $150.4M
Chevy Chase Trust Holdings, LLC 0.48% Reduce -2.5% 953,009 $149.1M
Russell Investments Group, Ltd. 0.24% Reduce -7.4% 949,013 $148.4M
Nomura Asset Management Co. Ltd. 0.49% Add +1.1% 916,602 $143.4M
Mitsubishi UFJ Trust & Banking Corp 0.34% Reduce -10.5% 904,616 $141.5M
Laurion Capital Management LP 4.62% New 901,323 $141.0M
Toronto Dominion Bank 0.23% Reduce -13.9% 899,933 $140.8M
Susquehanna International Group, LLP 0.25% Add +13.9% 888,825 $139.0M
Wealth Enhancement Advisory Services, LLC 0.33% Reduce -0.8% 882,632 $138.1M
Comerica Bank 0.56% Reduce -1.8% 866,606 $135.6M
Epoch Investment Partners, Inc. 0.61% Reduce -22.5% 860,931 $134.7M
Aristotle Capital Management, LLC 0.26% Reduce -8.9% 859,565 $134.5M
AQR Capital Management 0.21% Add +41.3% 858,155 $134.2M
Schroder Investment Management Group 0.15% Add +25.7% 848,770 $132.8M
Regions Financial Corp. 1.00% Add +0.1% 843,522 $131.9M
National Bank of Canada 0.20% Add +0.1% 820,557 $128.4M
Royal London Asset Management Ltd. 0.32% Add +0.1% 804,769 $125.9M
DAVENPORT & Co LLC 0.80% Add +0.2% 804,057 $125.7M
Asset Management One Co., Ltd. 0.47% Reduce -3.4% 792,463 $124.0M
Public Employees Retirement System of Ohio 0.48% Reduce -4.5% 787,140 $123.1M
Stonegate Investment Group, LLC 3.49% Add +0.8% 771,156 $120.6M
Confluence Investment Management LLC 1.70% Reduce -3.9% 753,184 $117.8M
Treasurer of the State of North Carolina 0.50% Reduce -2.5% 750,231 $117.4M
Johnson Investment Counsel Inc. 1.23% Add +1.1% 749,179 $117.2M
STRS Ohio 0.45% Reduce -4.9% 734,963 $115.0M
Silvercrest Asset Management Group LLC 0.78% Reduce -2.5% 728,513 $114.0M
OMERS ADMINISTRATION Corp 1.10% Add +10.3% 728,050 $113.9M
Osaic Holdings, Inc. 0.27% Reduce -2.8% 723,110 $113.2M
Cetera Investment Advisers 0.26% Reduce -4.5% 715,379 $111.9M
Keybank National Association 0.45% Reduce -2.1% 707,948 $110.7M
CapitalatWork S.A. 3.65% Reduce -5.0% 692,471 $108.3M
State of Tennessee, Department of Treasury 0.40% Add +4.6% 692,450 $108.3M
Commerce Bank 0.70% Reduce -0.7% 686,570 $107.4M
Lazard Freres Gestion S.A.S. 2.44% Reduce -1.6% 690,651 $105.7M
Westwood Holdings Group Inc. 0.87% Reduce -0.6% 675,655 $105.7M
Empower Advisory Group, LLC 0.39% Reduce -18.1% 674,015 $105.4M
Capital Advisors Inc. 2.16% Add +3.4% 666,849 $104.3M
Blair William & Co. 0.32% Add +1.9% 665,112 $104.0M
Sei Investments Co. 0.15% Add +8.5% 659,273 $103.1M
Pictet Asset Management Holding SA 0.12% Reduce -8.0% 652,709 $102.1M
State of New Jersey Common Pension Fund D 0.44% Reduce -37.1% 645,666 $101.0M
Holocene Advisors, LP 0.42% Add +3293.8% 642,507 $100.5M
Cincinnati Insurance Co. 1.64% No change 635,961 $99.5M
Oppenheimer Asset Management Inc. 1.26% Add +10.4% 632,178 $98.9M
Homestead Advisers Corp 2.41% Reduce -1.9% 625,200 $97.8M
Penserra Capital Management LLC 1.23% Reduce -36.1% 623,489 $97.5M
Empowered Funds, LLC 1.68% Add +45.0% 622,109 $97.3M
First Financial Bankshares Inc 2.20% Reduce -3.8% 612,887 $95.9M
CIBC Asset Management Inc 0.34% Reduce -5.3% 612,868 $95.9M
Robeco Institutional Asset Management B.V. 0.21% Add +6.7% 611,717 $95.7M
Allianz Asset Management GmbH 0.15% Add +11.6% 596,106 $93.2M
Northwestern Mutual Wealth Management Co. 0.09% Add +2.6% 593,645 $92.9M
Cibc World Market Inc. 0.23% Add +27.2% 587,983 $92.0M
Everett Harris & Co. 1.18% Reduce -1.2% 587,302 $91.9M
MML Investors Services, LLC 0.37% Reduce -6.4% 586,804 $91.8M
Los Angeles Capital Management LLC 0.32% Add +34.9% 574,440 $89.9M
Resona Asset Management Co.,Ltd. 0.54% Reduce -6.4% 570,186 $89.2M
Creative Planning 0.10% Add +1.8% 569,660 $89.1M
Bartlett & Co. Wealth Management LLC 1.30% Add +4.3% 545,677 $85.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.00% Add +1.6% 543,749 $85.1M
Coho Partners, Ltd. 2.91% Reduce -23.9% 533,908 $83.5M
Advisors Capital Management, LLC 1.45% Add +4.3% 529,356 $82.8M
Adams Natural Resources Fund, Inc. 11.98% Reduce -3.1% 524,671 $82.1M
Swedbank AB 0.11% Reduce -4.9% 519,168 $81.2M
Bank Julius Baer & Co. Ltd, Zurich 0.31% Reduce -9.6% 476,711 $80.9M
Ferguson Wellman Capital Management, Inc. 1.63% Reduce -6.3% 514,411 $80.5M
Aberdeen Group plc 0.15% Reduce -34.5% 512,711 $80.2M
NewEdge Advisors, LLC 0.58% Add +7.9% 508,930 $79.6M
Arizona State Retirement System 0.53% Reduce -0.8% 508,772 $79.6M
Nisa Investment Advisors, LLC 0.49% Reduce -1.0% 501,748 $78.5M
Huntington National Bank 0.81% Reduce -1.1% 500,125 $78.2M
Corebridge Financial, Inc. 0.43% — 495,588 $77.5M
Nordea Investment Management AB 0.09% Add +7.7% 491,937 $77.5M
Mirae Asset Global Investments Co., Ltd. 0.38% Reduce -22.2% 497,091 $76.8M
Old Republic International Corp. 3.08% No change 483,300 $75.6M
Mercer Global Advisors Inc. 0.20% Add +1.9% 547,315 $75.1M
CI Investments Inc. 0.29% Add +11.3% 478,253 $74.8M
Clark Capital Management Group, Inc. 0.55% Add +14.8% 476,481 $74.5M
Calamos Advisors LLC 0.52% Reduce -8.8% 474,702 $74.3M
State of Michigan Retirement System 0.38% Reduce -1.2% 469,415 $73.4M
Cambridge Investment Research Advisors, Inc. 0.27% Add +2.7% 467,664 $73.2M
MetLife Investment Management, LLC 0.42% Add +12.7% 457,334 $71.5M
Cibc World Markets Corp. 0.47% Add +9.3% 457,311 $71.5M
Douglas Lane & Associates, LLC 1.00% Add +0.4% 452,366 $70.8M
Kornitzer Capital Management Inc. 1.34% Reduce -0.8% 451,124 $70.6M
Quilter Plc 1.58% Add +2.8% 448,941 $70.2M
DNB Asset Management AS 0.33% Add +11.5% 446,818 $69.9M
Rafferty Asset Management, LLC 0.26% Add +2.9% 441,674 $69.1M
Van Eck Associates Corp. 0.10% Add +152.9% 439,057 $68.7M
Gateway Investment Advisers LLC 0.77% Reduce -3.3% 434,243 $67.9M
Beacon Pointe Advisors, LLC 0.80% Reduce -4.6% 429,722 $67.2M
Varma Mutual Pension Insurance Co 0.53% Reduce -0.9% 421,530 $65.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.17% Add +3.5% 421,218 $65.9M
Sanctuary Advisors, LLC 0.47% — 391,039 $64.9M
AXA S.A. 0.19% Add +15.1% 413,390 $64.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.43% Reduce -1.0% 413,034 $64.6M
Lazard Asset Management LLC 0.09% Reduce -92.5% 412,195 $64.5M
GMO 0.22% Reduce -2.2% 411,424 $64.4M
Welch & Forbes LLC 0.85% Add +1.4% 410,838 $63.6M
Ceredex Value Advisors LLC 1.20% Add +1.8% 405,686 $63.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.21% Reduce -39.9% 405,427 $63.4M
Staley Capital Advisers Inc. 2.91% Add +0.3% 404,707 $63.3M
Berkshire Asset Management LLC 3.15% Add +6.1% 403,855 $63.2M
Jennison Associates LLC 0.04% Add +0.0% 401,936 $62.9M
Kestra Advisory Services, LLC 0.34% Add +22.9% 389,791 $61.0M
Fort Washington Investment Advisors Inc. 0.40% Reduce -22.2% 388,589 $60.8M
UMB Bank, n.a. 1.00% Reduce -1.7% 388,345 $60.7M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 2.00% No change 383,995 $60.1M
Whittier Trust Co. 0.85% Add +2.3% 383,052 $59.9M
Cambiar Investors LLC 2.34% Add +1.4% 382,073 $59.8M
Welch Group, LLC 2.83% Add +0.8% 376,006 $58.8M
Bank of Nova Scotia 0.12% Reduce -33.9% 375,141 $58.7M
Zurich Insurance Group Ltd 0.50% New 370,744 $58.0M
Cresset Asset Management, LLC 0.25% Add +21.2% 370,619 $58.0M
Railway Pension Investments Ltd 0.69% New 367,100 $57.4M
Cullen/Frost Bankers, Inc. 0.83% Reduce -21.3% 366,383 $57.3M
Evercore Wealth Management, LLC 0.90% Reduce -0.1% 364,105 $57.0M
Pacer Advisors, Inc. 0.13% Reduce -88.4% 363,955 $56.9M
IFM Investors Pty Ltd 0.58% Reduce -0.3% 363,476 $56.9M
United Services Automobile Association 1.44% Reduce -1.3% 362,128 $56.6M
Peapack Gladstone Financial Corp. 0.87% Add +0.1% 360,885 $56.4M
D.A. Davidson & Co. 0.50% Add +3.8% 359,787 $56.3M
Pinebridge Investments, L.P. 0.45% Reduce -20.3% 358,227 $56.0M
Edgar Lomax Co. 3.61% Reduce -1.6% 356,217 $55.7M
Squarepoint Ops LLC 0.21% Add +90.0% 355,734 $55.6M
Teacher Retirement System of Texas 0.32% Add +9.0% 355,650 $55.6M
RNC Capital Management LLC 3.06% Add +4.0% 352,803 $55.2M
Guggenheim Capital LLC 0.39% Reduce -5.8% 346,794 $54.2M
Amalgamated Bank 0.46% Reduce -2.9% 346,681 $54.2M
Gabelli Funds LLC 0.41% Reduce -2.0% 342,199 $53.5M
Signature Estate & Investment Advisors LLC 1.34% Add +2.1% 341,727 $53.5M
Moore Capital Management, LP 1.21% Add +19.3% 339,982 $53.2M
KCM Investment Advisors LLC 1.91% Add +1.7% 337,117 $52.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.32% Add +57.0% 336,136 $52.6M
Border to Coast Pensions Partnership Ltd 1.23% Reduce -3.4% 333,218 $52.1M
AE Wealth Management LLC 0.52% Reduce -6.2% 331,620 $51.9M
Bradley Foster & Sargent Inc. 0.93% Reduce -2.4% 330,140 $51.6M
Clifford Swan Investment Counsel LLC 1.92% Reduce -0.2% 328,652 $51.4M
Czech National Bank 0.58% Add +7.0% 326,612 $51.1M
Manning & Napier Advisors LLC 0.57% — 325,047 $50.8M
Millennium Management 0.04% Add +1.7% 324,349 $50.7M
Ancora Advisors LLC 1.25% Add +2.3% 322,828 $50.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.06% Reduce -0.7% 319,491 $50.0M
Vaughan David Investments LLC 1.25% Add +0.7% 315,237 $49.3M
Steward Partners Investment Advisory, LLC 0.52% Reduce -1.3% 315,152 $49.3M
MassMutual Private Wealth & Trust, FSB 1.49% Add +1.4% 313,164 $49.0M
Capital Group Private Client Services, Inc. 0.49% Reduce -8.1% 310,691 $48.6M
HRT Financial LP 0.27% New 308,490 $48.3M
Stock Yards Bank & Trust Co. 1.59% Reduce -1.8% 307,072 $48.0M
Renaissance Technologies 0.08% Reduce -85.5% 304,888 $47.7M
Sapient Capital LLC 0.97% Add +0.8% 298,465 $46.7M
Public Sector Pension Investment Board 0.30% Add +3.4% 298,347 $46.7M
Waters Parkerson & Co., LLC 2.48% Reduce -0.2% 297,819 $46.6M
SG Americas Securities, LLC 0.30% Add +30.2% 297,481 $46.5M
Yousif Capital Management, LLC 0.53% Reduce -3.6% 297,252 $46.5M
Merewether Investment Management, LP 2.42% New 293,700 $45.9M
Capital Investment Advisors, LLC 1.02% Add +2.0% 289,454 $45.3M
Vest Financial, LLC 1.08% Add +4.4% 286,785 $44.9M
Utah Retirement Systems 0.53% Reduce -5.0% 283,927 $44.4M
Stack Financial Management, Inc 4.10% Reduce -0.2% 283,334 $44.3M
Worldquant Millennium Advisors LLC 0.40% Reduce -28.7% 282,598 $44.2M
Rathbones Group PLC 0.24% Add +4.4% 282,544 $44.2M
Financial Counselors Inc. 0.70% Reduce -8.9% 278,805 $43.6M
State of Alaska, Department of Revenue 0.49% Reduce -3.4% 277,592 $43.4M
Envestnet Portfolio Solutions, Inc. 0.15% Add +4.5% 273,723 $42.8M
Pathstone Holdings, LLC 0.19% Add +0.7% 272,896 $42.7M
Daiwa Securities Group Inc. 0.23% Add +6.9% 266,167 $41.6M
Swiss Life Asset Management Ltd 0.49% Add +26.5% 265,459 $41.5M
Gradient Investments LLC 0.92% Add +3.9% 263,296 $41.2M
FIL Ltd 0.04% Add +41.8% 262,325 $41.0M
United Capital Financial Advisors, LLC 0.35% Reduce -7.6% 260,228 $40.7M
Jones Financial Companies LLLP 0.05% Add +113.0% 255,062 $39.9M
Schwartz Investment Counsel Inc. 1.46% No change 252,267 $39.5M
Allworth Financial LP 0.25% Add +132.7% 247,891 $39.5M
Rossmore Private Capital 5.14% Reduce -0.1% 249,913 $39.1M
Avantax Advisory Services, Inc. 0.28% Add +74.6% 249,113 $39.0M
Great Lakes Advisors, LLC 0.35% Add +6.8% 249,012 $39.0M
QRG Capital Management, Inc. 0.46% Add +3.0% 247,963 $38.8M
Donaldson Capital Management, LLC 1.62% Reduce -1.8% 246,906 $38.6M
Cwm, LLC 0.18% Reduce -5.3% 246,368 $38.5M
Private Advisor Group, LLC 0.26% Add +6.4% 243,804 $38.1M
NFJ Investment Group, LLC 1.17% Add +61.8% 243,015 $38.0M
Foundation Resource Management Inc. 6.02% Reduce -0.1% 240,805 $37.7M
Glenview Trust Co 0.76% Add +0.7% 240,262 $37.6M
Becker Capital Management Inc. 1.29% Reduce -1.3% 239,746 $37.5M
Davidson Investment Advisors 1.93% Reduce -9.3% 239,213 $37.4M
New York Life Investment Management LLC 0.37% Reduce -0.6% 235,759 $36.9M
LSV Asset Management 0.08% Reduce -4.8% 235,199 $36.8M
Synovus Financial Corp. 0.48% Add +1.3% 234,048 $36.6M
Xponance LLC 0.37% Reduce -2.7% 233,540 $36.5M
Tocqueville Asset Management L.P. 0.60% Reduce -11.3% 230,852 $36.1M
Atria Investments, Inc 0.46% Reduce -1.5% 229,155 $35.8M
Mutual of America Capital Management LLC 0.39% Reduce -0.4% 226,578 $35.4M
Nissay Asset Management Corp. /Japan 0.23% Reduce -1.7% 226,078 $35.4M
AEGON ASSET MANAGEMENT UK Plc 0.50% Reduce -56.6% 226,060 $35.4M
ZWJ Investment Counsel Inc. 1.55% Add +2.4% 225,161 $35.2M
Wesbanco Bank Inc. 1.31% Reduce -1.5% 224,630 $35.1M
Meyer Handelman Co. 1.23% Reduce -0.6% 223,499 $35.0M
Factory Mutual Insurance Co. 0.40% Reduce -44.5% 223,150 $34.9M
Groupama Asset Managment 0.47% Reduce -21.1% 220,035 $34.4M
Villere St Denis J & Co. LLC 2.97% Reduce -0.7% 219,281 $34.3M
HM Payson & Co. 0.62% Reduce -1.4% 218,726 $34.2M
Woodley Farra Manion Portfolio Management Inc. 1.85% Add +3.4% 217,695 $34.1M
Tiaa Trust, National Association 0.10% Add +9.8% 217,066 $34.0M
Advisors Asset Management, Inc. 0.66% Reduce -7.4% 215,708 $33.7M
Axiom Advisory, LLC 0.36% Add +6218.0% 206,600 $32.9M
Townsquare Capital LLC 0.45% Add +7.6% 210,473 $32.9M
Private Wealth Partners, LLC 2.47% Add +3.8% 210,314 $32.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.08% — 209,534 $32.8M
GW Henssler & Associates Ltd. 1.95% Reduce -1.1% 206,870 $32.4M
Brown Advisory Inc. 0.04% Add +0.5% 205,667 $32.2M
Pinnacle Financial Partners Inc 0.68% Add +0.8% 204,274 $32.0M
MAI Capital Management 0.31% Add +6.5% 204,118 $31.9M
USS Investment Management Ltd 0.26% Add +11.0% 204,100 $31.9M
Guyasuta Investment Advisors Inc. 2.34% Reduce -1.1% 213,600 $31.9M
Mesirow Financial Investment Management, Inc. 0.71% Add +2.3% 202,402 $31.7M
Howland Capital Management LLC 1.51% Reduce -15.1% 202,413 $31.7M
TD Waterhouse Canada Inc. 0.28% Reduce -4.8% 200,008 $31.3M
Insight Wealth Strategies, LLC 4.43% Add +6.5% 198,850 $31.1M
Discovery Capital Management, LLC / CT 4.20% New 196,300 $30.7M
Avity Investment Management Inc. 2.47% Reduce -4.9% 196,205 $30.7M
Allspring Global Investments Holdings, LLC 0.05% Reduce -35.5% 196,078 $30.7M
Deroy & Devereaux Private Investment Counsel Inc. 1.90% Reduce -0.6% 195,926 $30.6M
Bokf, NA 0.55% Reduce -7.0% 195,440 $30.6M
Sabal Trust CO 1.81% Reduce -2.1% 193,932 $30.3M
Qube Research & Technologies Ltd 0.06% Reduce -64.0% 193,497 $30.3M
Park National Corp. 1.11% Reduce -5.0% 192,866 $30.2M
Raymond James Trust N.A. 0.71% Add +1.7% 192,664 $30.1M
U.S. Capital Wealth Advisors, LLC 1.15% Reduce -1.7% 192,475 $30.1M
Country Trust Bank 0.75% Add +1.6% 189,763 $29.7M
M&G PLC 0.20% Add +84.4% 190,034 $29.6M
Badgley Phelps Wealth Managers, LLC 0.73% Add +0.2% 189,404 $29.6M
Deprince Race & Zollo Inc. 0.66% Reduce -1.2% 188,799 $29.5M
Poplar Forest Capital LLC 4.08% Add +0.4% 186,681 $29.2M
Fiduciary Trust Co 0.44% Reduce -1.7% 185,502 $29.0M
Argent Trust Co 1.28% Reduce -1.4% 185,252 $29.0M
Thrivent Financial for Lutherans 0.06% Reduce -5.2% 184,881 $28.9M
Two Sigma Securities, LLC 1.37% Add +62.9% 184,519 $28.9M
Dodge & Cox 0.02% Reduce -0.5% 184,453 $28.9M
Foundry Partners, LLC 1.55% Add +9.6% 184,076 $28.8M
Solus Alternative Asset Management LP 9.19% No change 183,905 $28.8M
Cannell & Spears LLC 0.60% Reduce -4.2% 183,463 $28.7M
O'shaughnessy Asset Management, LLC 0.29% Add +13.2% 182,659 $28.6M
NorthCrest Asset Manangement, LLC 0.94% Add +0.9% 181,814 $28.4M
Cullinan Associates Inc. 1.61% Reduce -3.6% 181,452 $28.4M
Oppenheimer & Co. Inc. 0.45% Add +3.6% 181,198 $28.3M
Whittier Trust Co. of Nevada Inc. 0.79% Add +0.4% 180,887 $28.3M
Argent Capital Management LLC 0.83% Reduce -1.1% 180,661 $28.3M
Logan Capital Management Inc. 1.22% Reduce -2.0% 180,407 $28.2M
Orion Porfolio Solutions, LLC 0.30% Add +10.3% 180,211 $28.2M
Orion Portfolio Solutions, LLC 0.30% Add +10.3% 180,211 $28.2M
Empire Life Investments Inc. 1.78% Reduce -26.7% 180,172 $28.2M
American Assets Investment Management, LLC 2.63% No change 180,000 $28.2M
Crawford Investment Counsel Inc. 0.54% Reduce -2.4% 179,868 $28.1M
Applied Finance Capital Management, LLC 1.30% Add +50.5% 179,348 $28.1M
Ilmarinen Mutual Pension Insurance Co 0.33% No change 179,000 $28.0M
Martingale Asset Management L P 0.60% Add +25.5% 178,335 $27.9M
CENTRAL TRUST Co 0.67% Add +2.0% 174,734 $27.3M
CapWealth Advisors, LLC 3.43% Reduce -2.2% 173,622 $27.2M
FUKOKU MUTUAL LIFE INSURANCE Co 2.07% Reduce -0.3% 172,219 $26.9M
Fidelity National Financial, Inc. 0.46% Add +63.8% 172,000 $26.9M
Verity & Verity, LLC 2.93% Add +1.3% 171,759 $26.9M
Mediolanum International Funds Ltd 0.44% Reduce -31.5% 183,200 $26.7M
KBC Group NV 0.08% Add +0.1% 169,600 $26.5M
Atria Wealth Solutions, Inc. 0.29% Reduce -9.3% 169,474 $26.5M
Banque Pictet & Cie SA 0.27% Reduce -9.8% 168,370 $26.3M
Pinnacle Associates Ltd. 0.41% Reduce -2.6% 167,567 $26.2M
Stephens Inc. 0.39% Reduce -4.5% 161,909 $25.3M
AlTi Global, Inc. 0.68% Reduce -12.3% 161,708 $25.3M
Associated Banc-Corp 0.78% Reduce -0.3% 160,707 $25.1M
Busey Bank 0.86% Add +0.7% 160,145 $25.1M
Verition Fund Management LLC 0.21% Add +999.8% 160,057 $25.0M
Advisory Services Network, LLC 0.52% Add +8.1% 160,006 $25.0M
Illinois Municipal Retirement Fund 0.38% Reduce -9.8% 159,252 $24.9M
Heritage Investors Management Corp. 0.86% Reduce -0.8% 158,192 $24.7M
Guinness Asset Management LTD 0.51% Add +22.1% 156,559 $24.5M
Kestra Private Wealth Services, LLC 0.48% Add +6.7% 154,660 $24.2M
Bridgewater Associates 0.13% New 153,447 $24.0M
Elo Mutual Pension Insurance Co 0.56% Reduce -19.5% 153,160 $24.0M
Bridges Investment Management Inc. 0.36% Add +76.7% 151,947 $23.8M
Florida Trust Wealth Management Co 0.81% Add +6.3% 151,581 $23.7M
Vontobel Holding Ltd. 0.08% Reduce -8.5% 151,575 $23.7M
Prime Capital Investment Advisors, LLC 0.35% Reduce -11.1% 150,566 $23.6M
Madison Asset Management, LLC 0.29% Reduce -8.3% 150,066 $23.5M
Pacific Heights Asset Management LLC 1.85% No change 150,000 $23.5M
Oregon Public Employees Retirement Fund 0.46% Reduce -0.7% 147,184 $23.0M
Hemenway Trust Co LLC 1.96% Add +1.2% 146,364 $22.9M
Alps Advisors Inc. 0.16% Reduce -4.1% 144,980 $22.7M
Gulf International Bank (UK) Ltd 0.57% Reduce -8.7% 144,414 $22.6M
Assetmark, Inc. 0.07% Add +12.3% 144,344 $22.6M
Clearstead Advisors, LLC 0.39% Add +285.8% 144,330 $22.6M
Maple Capital Management, Inc. 1.83% Add +13.3% 144,111 $22.5M
Teachers Retirement System of the State of Kentucky 0.20% Reduce -31.2% 143,818 $22.5M
Carnegie Investment Counsel 0.70% Add +4.5% 143,249 $22.4M
Vanguard Personalized Indexing Management, LLC 0.42% Add +12.4% 147,515 $22.3M
First National Trust Co 0.91% Reduce -7.4% 141,642 $22.2M
Jefferies Financial Group Inc. 0.47% Reduce -43.0% 141,490 $22.1M
Annex Advisory Services, LLC 0.78% Add +6.3% 141,224 $22.1M
LMCG Investments, LLC 1.29% Add +7.7% 141,218 $22.1M
Eastern Bank 0.89% Add +2.2% 141,052 $22.1M
Acadian Asset Management LLC 0.07% Add +594.0% 141,091 $22.1M
Anchor Capital Advisors LLC 0.62% Reduce -7.5% 140,221 $21.9M
HB Wealth Management, LLC 0.26% Add +5.4% 139,829 $21.9M
Boston Trust Walden Corp 0.16% Add +0.0% 139,178 $21.8M
Meiji Yasuda Asset Management Co Ltd. 0.88% Reduce -1.9% 139,131 $21.8M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Add +75.8% 138,885 $21.7M
Independent Advisor Alliance 0.74% Reduce -14.7% 138,519 $21.7M
Hyman Charles D 1.20% Add +0.1% 137,119 $21.4M
Wealthfront Advisers LLC 0.07% Add +3.0% 134,884 $21.1M
Essex Bank 5.66% Reduce -0.3% 134,543 $21.0M
Maryland State Retirement & Pension System 0.39% Reduce -0.4% 134,308 $21.0M
Braun Stacey Associates Inc. 0.81% Add +1.4% 134,011 $21.0M
Prospera Financial Services Inc 0.58% Add +0.9% 133,892 $20.9M
Rothschild Investment LLC 1.45% Reduce -1.0% 133,256 $20.8M
Mizuho Securities USA LLC 0.46% New 132,156 $20.7M
Canada Pension Plan Investment Board 0.02% Reduce -76.2% 132,013 $20.6M
Capital International, Inc. 0.27% Add +4.8% 131,605 $20.6M
Valley Wealth Managers, Inc. 1.64% Reduce -4.9% 131,337 $20.5M
Lowe Brockenbrough & Co. Inc. 1.35% Reduce -1.4% 129,276 $20.2M
Kentucky Retirement Systems 0.59% Reduce -1.9% 129,158 $20.2M
Williams Jones Wealth Management, LLC. 0.25% Reduce -0.3% 129,105 $20.2M
DDD Partners, LLC 2.31% Add +0.3% 127,281 $19.9M
Foundations Investment Advisors, LLC 0.48% Add +15.9% 127,021 $19.9M
F&V Capital Management, LLC 5.79% Add +6.8% 126,991 $19.9M
Obermeyer Wealth Partners 1.13% Reduce -1.3% 126,205 $19.7M
Rwa Wealth Partners, LLC 0.26% Add +1.8% 125,534 $19.6M
MBB Public Markets I LLC 0.40% Add +2806.8% 124,820 $19.5M
Dakota Wealth Management 0.46% Reduce -2.7% 124,715 $19.5M
CHURCHILL MANAGEMENT Corp 0.23% Add +0.1% 124,093 $19.4M
BLB&B Advisors, LLC 1.06% Reduce -6.2% 124,025 $19.4M
Managed Asset Portfolios, LLC 2.86% Reduce -3.0% 123,536 $19.3M
Icon Wealth Advisors, LLC 1.71% Add +3.0% 119,938 $19.2M
Godsey & Gibb, Inc. 1.98% Add +2.3% 122,180 $19.1M
Alpha Cubed Investments, LLC 0.91% Add +8.7% 121,876 $19.1M
Fort Pitt Capital Group, LLC 0.58% Add +6.3% 121,794 $19.1M
Farmers & Merchants Investments Inc. 0.63% Reduce -1.7% 121,073 $18.9M
Absher Wealth Management, LLC 2.65% Reduce -0.0% 120,753 $18.9M
Certuity, LLC 1.50% Add +0.2% 120,324 $18.8M
Tower Research Capital LLC (TRC) 0.32% Add +207.2% 120,310 $18.8M
Crewe Advisors LLC 2.11% Reduce -0.3% 120,282 $18.8M
Janney Capital Management LLC 1.32% Reduce -1.4% 119,982 $18.8M
Northeast Investment Management 0.88% Reduce -0.1% 119,881 $18.8M
Smith Salley Wealth Management 1.34% Add +3.6% 119,431 $18.7M
Canal Insurance CO 4.93% No change 119,240 $18.7M
United Bank 2.31% Reduce -3.5% 118,945 $18.6M
Benjamin F. Edwards & Company, Inc. 0.33% Add +8.9% 118,532 $18.5M
Hoylecohen, LLC 1.40% Reduce -1.1% 118,397 $18.5M
SVB Wealth LLC 0.46% Reduce -2.9% 118,290 $18.5M
Lido Advisors, LLC 0.15% Add +7.1% 117,395 $18.4M
RPG Investment Advisory, LLC 2.71% Add +7.5% 117,234 $18.3M
Bollard Group LLC 0.52% Add +5.9% 116,959 $18.3M
Grandfield & Dodd, LLC 1.16% Reduce -0.7% 116,739 $18.3M
Moody LYNN Lieberson & Walker, LLC 1.19% Add +6.8% 116,623 $18.2M
NorthCoast Asset Management LLC 0.16% Add +94.2% 116,271 $18.2M
Wedbush Securities Inc. 0.65% Add +2.4% 115,880 $18.1M
FourThought Financial Partners, LLC 2.33% Add +13.0% 115,749 $18.1M
First National Bank of Omaha 1.19% Add +9.2% 115,213 $18.0M
Kanawha Capital Management LLC 1.41% Add +3.4% 114,697 $17.9M
SpiderRock Advisors, LLC 0.47% Add +4.0% 114,683 $17.9M
Dynamic Advisor Solutions LLC 0.56% Add +10.2% 114,332 $17.9M
Exchange Traded Concepts, LLC 0.45% Add +4.0% 113,781 $17.8M
Buckley Wealth Management, LLC 5.63% Reduce -0.2% 113,666 $17.8M
Boston Family Office LLC 1.28% Add +1.6% 113,615 $17.8M
First Citizens Bank & Trust Co. 0.33% Add +3.2% 113,379 $17.7M
Ar Asset Management Inc. 4.32% No change 113,304 $17.7M
B. Riley Wealth Advisors, Inc. 0.45% Reduce -7.4% 112,796 $17.6M
Parallel Advisors, LLC 0.45% Reduce -0.4% 112,611 $17.6M
ARS Wealth Advisors Group, LLC 2.28% Add +89.2% 112,295 $17.6M
Community Trust & Investment Co. 1.19% Reduce -1.9% 111,702 $17.5M
Vantage Wealth 4.02% Reduce -0.3% 111,536 $17.4M
Cantor Fitzgerald Investment Advisors L.P. 1.34% Reduce -2.4% 111,400 $17.4M
EP Wealth Advisors, LLC 0.18% Add +7.7% 111,051 $17.4M
Woodmont Investment Counsel LLC 1.42% Add +1.3% 110,787 $17.3M
Nomura Holdings Inc. 0.11% Reduce -25.3% 110,124 $17.2M
Hartford Investment Management Co. 0.59% Reduce -2.0% 109,735 $17.2M
Daiichi Life Insurance Co., Ltd. 0.42% Reduce -6.3% 109,253 $17.1M
First Foundation Advisors 0.65% Reduce -1.3% 108,498 $17.0M
Quantinno Capital Management LP 0.30% Add +10.3% 107,993 $16.9M
TruWealth Advisors, LLC 1.12% Add +4.5% 107,937 $16.9M
Trust Co. of Vermont 0.92% Add +3.1% 107,927 $16.9M
Integrated Wealth Concepts LLC 0.23% Add +1.7% 107,401 $16.8M
Trexquant Investment LP 0.26% New 106,929 $16.7M
Alley Investment Management Company, LLC 2.28% Add +0.7% 106,532 $16.7M
CW Advisors, LLC 0.26% Reduce -29.6% 106,100 $16.6M
Callahan Advisors, LLC 1.72% Add +1.9% 105,884 $16.6M
Country Club Bank 1.15% Reduce -0.9% 105,818 $16.5M
Bridgeway Capital Management, LLC 0.39% Add +6.0% 105,282 $16.5M
Sequoia Financial Advisors, LLC 0.20% Add +1.1% 105,137 $16.4M
Talbot Financial, LLC 2.12% Reduce -0.2% 104,823 $16.4M
Vident Advisory, LLC 0.45% Add +4.5% 104,809 $16.4M
Venture Visionary Partners LLC 0.76% Add +3.4% 104,512 $16.3M
Schaper Benz & Wise Investment Counsel Inc. 1.41% Reduce -0.3% 104,040 $16.3M
Mirador Capital Partners LP 3.05% Reduce -0.7% 103,729 $16.2M
Choreo, LLC 0.27% Add +59.7% 103,599 $16.2M
Assenagon Asset Management S.A. 0.04% Reduce -59.4% 103,370 $16.2M
SteelPeak Wealth, LLC 0.76% Add +55.2% 103,039 $16.1M
Flputnam Investment Management Co. 0.30% Add +28.5% 102,985 $16.1M
Ieq Capital, LLC 0.22% Add +9.0% 102,975 $16.1M
First Long Island Investors, LLC 1.35% Reduce -1.9% 102,295 $16.0M
LVM Capital Management Ltd. 1.81% Add +5.6% 101,778 $15.9M
Telos Capital Management, Inc. 1.75% Reduce -0.1% 101,186 $15.8M
Kayne Anderson Rudnick Investment Management LLC 0.04% Reduce -9.5% 101,076 $15.8M
Savoie Capital LLC 2.04% No change 100,475 $15.7M
Kingsview Wealth Management, LLC 0.37% Reduce -3.6% 100,259 $15.7M
Castle Rock Wealth Management, LLC 3.89% Add +0.4% 99,529 $15.6M
National Mutual Insurance Federation of Agricultural Cooperatives 0.15% No change 99,000 $15.5M
Bar Harbor Wealth Management 1.03% Reduce -0.6% 98,797 $15.5M
Parsons Capital Management Inc. 1.05% Reduce -1.4% 98,612 $15.4M
Curi Capital, LLC 0.37% Add +0.0% 98,605 $15.4M
Securian Asset Management, Inc. 0.45% Reduce -3.5% 98,554 $15.4M
Richard C. Young & CO., LTD. 1.87% Add +2.8% 98,385 $15.4M
Credit Agricole S A 0.09% Reduce -28.8% 98,249 $15.4M
Moors & Cabot, Inc. 0.81% Add +0.4% 97,669 $15.3M
Beese Fulmer Investment Management, Inc. 1.39% Add +0.4% 97,644 $15.3M
Louisiana State Employees Retirement System 0.29% Reduce -4.0% 97,000 $15.2M
Mengis Capital Management, Inc. 3.08% Reduce -3.9% 96,647 $15.1M
LGT Group Foundation 0.24% Add +6.1% 96,643 $15.1M
Banco Santander, S.A. 0.19% Reduce -15.2% 96,010 $15.0M
First Nebraska Trust Co 1.55% Add +15.9% 95,876 $15.0M
Daymark Wealth Partners, LLC 0.69% Add +2.6% 193,001 $15.0M
Highland Capital Management, LLC 0.88% Reduce -2.5% 95,520 $14.9M
NBT Bank, N.A. 1.07% Add +5.8% 95,322 $14.9M
First Horizon Advisors, Inc. 0.45% Reduce -2.2% 95,303 $14.9M
Thompson Siegel & Walmsley LLC 0.24% Reduce -0.3% 95,281 $14.9M
TCV Trust & Wealth Management, Inc. 1.42% Reduce -0.3% 95,228 $14.9M
Brookstone Capital Management 0.24% Add +19.1% 91,600 $14.8M
Hancock Whitney Corp. 0.50% Reduce -0.3% 93,522 $14.6M
Exencial Wealth Advisors, LLC 0.55% Reduce -7.1% 93,166 $14.6M
Fulton Breakefield Broenniman LLC 1.08% Add +0.8% 93,149 $14.6M
Palisade Asset Management, LLC 1.50% Add +0.5% 92,884 $14.5M
Wilmington Savings Fund Society, FSB 0.56% Reduce -0.7% 92,841 $14.5M
SouthState Bank Corp 1.06% Add +6.5% 92,782 $14.5M
CSM Advisors, LLC 1.02% Add +11.0% 91,893 $14.4M
Americana Partners, LLC 1.13% Reduce -0.9% 91,677 $14.3M
Stonebridge Capital Advisors LLC 1.26% Add +3.1% 91,313 $14.3M
Scotia Capital Inc. 0.08% Add +11.9% 91,129 $14.3M
Levin Capital Strategies, L.P. 1.51% Add +0.2% 91,075 $14.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.15% Add +6.8% 90,664 $14.2M
Abner Herrman & Brock LLC 1.79% Reduce -27.4% 90,069 $14.1M
&partners 0.61% Add +295.9% 89,836 $14.0M
Tidal Investments LLC 0.19% Reduce -43.6% 89,658 $14.0M
Adams Diversified Equity Fund, Inc. 0.48% No change 89,500 $14.0M
Atlantic Union Bankshares Corp 0.87% Add +52.3% 89,299 $14.0M
Lockheed Martin Investment Management Co. 0.80% New 88,520 $13.8M
Miramar Capital, LLC 3.46% Add +0.2% 88,481 $13.8M
New Mexico Educational Retirement Board 0.48% No change 88,416 $13.8M
Congress Asset Management Co. 0.10% Reduce -77.7% 88,289 $13.8M
Profund Advisors LLC 0.51% Reduce -1.2% 87,498 $13.7M
Metis Global Partners, LLC 0.47% Add +1.1% 87,460 $13.7M
Mutual Advisors, LLC 0.41% Reduce -3.2% 87,153 $13.6M
Old National Bancorp 0.32% Reduce -15.8% 86,915 $13.6M
TCW Group Inc. 0.12% Add +0.2% 86,615 $13.5M
Estabrook Capital Management 2.09% Reduce -0.7% 86,451 $13.5M
Sound Shore Management Inc 0.44% Add +18.5% 85,155 $13.3M
Goelzer Investment Management, Inc. 0.75% Reduce -2.8% 85,143 $13.3M
Simmons Bank 1.00% Reduce -1.2% 85,027 $13.3M
Savant Capital, LLC 0.13% Reduce -0.9% 84,664 $13.2M
Commerzbank Aktiengesellschaft 0.44% Add +8.3% 84,205 $13.2M
Bailard, Inc. 0.36% Add +11.6% 84,117 $13.2M
First American Bank 0.98% Add +0.2% 83,914 $13.1M
Burton Enright Welch 3.02% No change 83,710 $13.1M
Hantz Financial Services, Inc. 0.25% Reduce -13.1% 83,660 $13.1M
Spirit of America Management Corp. 2.65% Reduce -8.0% 83,590 $13.1M
GYL Financial Synergies, LLC 1.01% Add +3.0% 83,314 $13.0M
Oak Asset Management, LLC 4.75% Add +5.2% 82,879 $13.0M
Park Avenue Securities LLC 0.16% Add +1.4% 82,638 $12.9M
Bryn Mawr Trust Advisors, LLC 0.71% Add +0.5% 82,600 $12.9M
Carret Asset Management, LLC 1.50% Reduce -0.2% 82,379 $12.9M
Linscomb Wealth, Inc. 0.67% Add +0.1% 82,226 $12.9M
General American Investors Co. Inc. 0.91% No change 81,991 $12.8M
Nicholas Investment Partners, LP 1.48% No change 81,350 $12.7M
KMG Fiduciary Partners, LLC 1.25% Add +1.5% 81,134 $12.7M
Southeast Asset Advisors, LLC 1.52% Add +0.8% 81,016 $12.7M
Concurrent Investment Advisors, LLC 0.42% Add +27.7% 80,708 $12.6M
Barings LLC 0.31% Add +0.4% 80,449 $12.6M
American National Bank & Trust 1.56% Add +7.0% 80,273 $12.6M
TD Private Client Wealth LLC 0.40% Add +5.3% 80,274 $12.6M
Cambria Investment Management, L.P. 0.77% Add +3.5% 80,174 $12.5M
Cornerstone Advisors, LLC 0.51% Reduce -0.5% 80,100 $12.5M
Perigon Wealth Management, LLC 0.36% Add +1.6% 79,982 $12.5M
Azimuth Capital Investment Management LLC 0.51% Add +0.8% 79,876 $12.5M
TIG Advisors, LLC 1.03% Add +101.7% 79,790 $12.5M
Crossmark Global Holdings, Inc. 0.24% Add +10.4% 78,992 $12.4M
Cheviot Value Management, LLC 2.41% New 78,891 $12.3M
Eagle Global Advisors LLC 0.65% Add +2.5% 78,431 $12.3M
Northeast Financial Consultants Inc 0.56% Reduce -0.5% 78,301 $12.2M
CCM Investment Advisers LLC 1.43% Add +14.3% 77,909 $12.2M
Sowell Financial Services LLC 0.58% Add +2.7% 77,382 $12.1M
United Asset Strategies, Inc. 1.19% Reduce -5.6% 77,275 $12.1M
Equitable Holdings, Inc. 0.13% Add +14.8% 77,144 $12.1M
LaFleur & Godfrey LLC 1.77% Add +3.0% 76,966 $12.0M
Crestwood Advisors Group, LLC 0.25% Add +0.2% 76,861 $12.0M
One Capital Management, LLC 0.41% Add +40.2% 76,819 $12.0M
Violich Capital Management, Inc. 1.62% Add +13.9% 76,769 $12.0M
MainStreet Investment Advisors LLC 1.46% Reduce -8.9% 76,528 $12.0M
Simplicity Wealth,LLC 0.27% Add +8.6% 76,193 $11.9M
Merit Financial Group, LLC 0.26% Add +5.8% 76,169 $11.9M
Burns J W & Co. Inc. 1.61% Add +0.4% 76,001 $11.9M
Alpha Omega Wealth Management LLC 2.27% Reduce -0.1% 75,881 $11.9M
Inscription Capital, LLC 1.89% Reduce -0.4% 74,942 $11.7M
Adams Asset Advisors, LLC 1.57% No change 74,701 $11.7M
Transform Wealth, LLC 0.88% Add +0.2% 74,562 $11.7M
EverSource Wealth Advisors, LLC 0.77% Add +11.4% 72,649 $11.7M
B. Metzler seel. Sohn & Co. AG 0.11% Reduce -0.9% 74,422 $11.6M
UniSuper Management Pty Ltd 0.10% Add +137.9% 74,180 $11.6M
Schonfeld Strategic Advisors LLC 0.09% Reduce -4.4% 74,080 $11.6M
Griffin Asset Management, Inc. 1.34% Add +0.1% 73,884 $11.6M
Rakuten Investment Management, Inc. 0.08% Add +56.1% 73,541 $11.5M
Dupont Capital Management Corp. 1.00% Reduce -14.6% 73,155 $11.4M
Shelton Capital Management 0.31% Add +24.0% 73,079 $11.4M
Adell Harriman & Carpenter Inc. 0.88% Add +10.6% 72,853 $11.4M
Allied Investment Advisors, LLC 2.67% Add +1.9% 72,834 $11.4M
HighPoint Advisor Group LLC 0.68% Add +53.2% 71,335 $11.4M
Bard Financial Services, Inc. 1.18% Add +3.9% 72,770 $11.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.10% Reduce -7.9% 72,000 $11.4M
ARS Investment Partners, LLC 1.08% Add +2.1% 72,457 $11.3M
Stamos Capital Partners, L.P. 2.40% Reduce -0.9% 72,430 $11.3M
HUB Investment Partners, LLC 0.55% Add +9.2% 72,377 $11.3M
Norinchukin Bank, The 0.32% Reduce -0.0% 71,914 $11.2M
Willis Investment Counsel 0.78% No change 71,746 $11.2M
Colonial Trust Advisors 1.07% Add +1.0% 71,400 $11.2M
Capital Investment Counsel, LLC 2.19% Add +7.3% 71,331 $11.2M
Intech Investment Management LLC 0.14% Reduce -5.7% 71,325 $11.2M
Visionary Wealth Advisors 0.73% Add +1.9% 71,268 $11.1M
Trust Co. of Toledo NA 1.61% Add +8.3% 71,180 $11.1M
Cutler Investment Counsel LLC 1.51% Add +0.4% 71,006 $11.1M
Avantax Planning Partners, Inc. 0.36% Add +4.3% 70,890 $11.1M
Farther Finance Advisors, LLC 0.53% Add +25.4% 70,479 $11.0M
Stratos Wealth Partners, LTD. 0.18% Add +11.2% 70,507 $11.0M
Fagan Associates, Inc. 1.93% Add +0.8% 70,381 $11.0M
Arkadios Wealth Advisors 0.74% Add +31.4% 69,995 $10.9M
Tokio Marine Asset Management Co. Ltd. 0.52% Add +0.9% 69,912 $10.9M
Axxcess Wealth Management, LLC 0.30% Reduce -33.6% 69,717 $10.9M
WealthPlan Investment Management, LLC 1.65% Reduce -4.3% 69,628 $10.9M
Pittenger & Anderson Inc. 0.45% Reduce -0.6% 69,501 $10.9M
RiverFront Investment Group, LLC 0.29% Add +12.6% 69,449 $10.9M
Tufton Capital Management 2.11% Reduce -0.0% 69,226 $10.8M
Edge Capital Group, LLC 0.52% Add +2.4% 69,225 $10.8M
PKO Investment Management Joint-Stock Co 1.34% Reduce -3.1% 69,173 $10.8M
Nicholas Company, Inc. 0.18% Add +30.1% 68,455 $10.7M
CTC LLC 0.80% Reduce -47.3% 68,413 $10.7M
BTC Capital Management, Inc. 0.99% Reduce -2.9% 68,235 $10.7M
Apollon Wealth Management, LLC 0.32% Reduce -0.3% 67,942 $10.6M
Guardian Capital Advisors LP 1.13% Reduce -1.1% 68,210 $10.6M
Hendley & Co. Inc. 3.79% Add +1.4% 67,574 $10.6M
Dearborn Partners LLC 0.45% Reduce -0.7% 67,170 $10.5M
Laffer Tengler Investments, Inc. 2.73% Add +26.7% 67,033 $10.5M
Kovack Advisors, Inc. 1.15% Reduce -1.8% 66,911 $10.5M
Sonora Investment Management Group, LLC 0.83% No change 66,321 $10.5M
Hennessy Advisors Inc. 0.40% Reduce -1.1% 66,782 $10.4M
Snowden Capital Advisors LLC 0.31% Reduce -2.9% 66,759 $10.4M
Biondo Investment Advisors, LLC 1.54% Add +3.1% 66,578 $10.4M
Motco 0.61% Reduce -28.5% 66,520 $10.4M
Waverly Advisors, LLC 0.20% Add +17.1% 66,516 $10.4M
Strategy Asset Managers LLC 2.31% Add +24.5% 66,057 $10.4M
SlateStone Wealth, LLC 1.12% Reduce -27.1% 66,130 $10.3M
EagleClaw Capital Managment, LLC 1.86% Add +0.4% 66,085 $10.3M
Bogart Wealth, LLC 0.53% Add +0.0% 65,991 $10.3M
JARISLOWSKY, FRASER Ltd 0.06% Reduce -7.2% 65,865 $10.3M
Live Oak Private Wealth LLC 1.76% Reduce -0.7% 65,313 $10.2M
Baxter Bros Inc. 1.34% Reduce -1.8% 65,270 $10.2M
Integrated Advisors Network LLC 0.53% Reduce -0.9% 65,255 $10.2M
NEOS Investment Management LLC 0.42% Add +47.2% 65,211 $10.2M
F/m Investments LLC 0.37% New 65,282 $10.2M
Nixon Peabody Trust Co. 0.90% Reduce -8.9% 65,090 $10.2M
Wealthspire Advisors, LLC 0.13% Reduce -8.4% 64,980 $10.2M
Segall Bryant & Hamill, LLC 0.18% Reduce -22.8% 64,896 $10.2M
Novare Capital Management LLC 0.91% Add +2.2% 64,447 $10.1M
Gotham Asset Management 0.13% Add +292.7% 64,422 $10.1M
Allianz SE 0.30% Add +11.8% 64,233 $10.0M
Balyasny Asset Management L.P. 0.03% Reduce -27.9% 64,189 $10.0M
Fred Alger Management, LLC 0.05% Add +7.4% 64,073 $10.0M
OneDigital Investment Advisors LLC 0.13% Add +43.2% 64,067 $10.0M
Baldwin Wealth Partners LLC 0.78% Reduce -7.4% 63,801 $10.0M
Galvin, Gaustad & Stein, LLC 0.94% Add +2.3% 63,696 $10.0M
Caldwell Trust Co 1.10% Add +0.4% 63,603 $9.9M
Mechanics Bank Trust Department 1.42% Add +1.2% 63,559 $9.9M
Bleakley Financial Group, LLC 0.29% Add +4.4% 63,544 $9.9M
Marathon Capital Management 2.55% Add +0.8% 63,513 $9.9M
Natixis 0.06% New 63,274 $9.9M
Banque Cantonale Vaudoise 0.39% Add +19.4% 63,245 $9.9M
Courier Capital LLC 0.78% Reduce -0.2% 63,020 $9.9M
First Financial Bank - Trust Division 0.97% Reduce -3.4% 62,816 $9.8M
Intact Investment Management Inc. 0.37% Add +304.8% 62,750 $9.8M
Ameritas Investment Partners, Inc. 0.34% Reduce -0.3% 62,693 $9.8M
Neville Rodie & Shaw Inc. 0.74% Reduce -0.2% 62,497 $9.8M
Sand Hill Global Advisors, LLC 0.44% Add +0.3% 61,792 $9.7M
Walleye Capital LLC 0.11% Add +84.9% 61,560 $9.6M
Fiduciary Alliance LLC 1.56% Add +7.3% 61,324 $9.6M
Freestone Capital Holdings, LLC 0.35% Add +1.2% 61,413 $9.6M
Tower Bridge Advisors 1.09% Reduce -5.7% 61,381 $9.6M
Great Valley Advisor Group, Inc. 0.27% Add +0.3% 61,290 $9.6M
Peddock Capital Advisors, LLC 2.47% Reduce -0.8% 61,190 $9.6M
Red Door Wealth Management, LLC 1.67% Add +1.2% 60,484 $9.5M
Leavell Investment Management, Inc. 0.52% Reduce -7.1% 60,472 $9.5M
Patten & Patten Inc. 0.66% Reduce -1.7% 60,155 $9.4M
Empirical Finance, LLC 0.59% Reduce -8.4% 59,950 $9.4M
Stockman Wealth Management, Inc. 1.64% Add +1.9% 59,688 $9.3M
Ashton Thomas Private Wealth, LLC 0.52% Add +0.2% 59,586 $9.3M
Klingenstein Fields & Co. LP 0.39% Add +1.2% 59,525 $9.3M
Advocate Group LLC 1.87% Add +1.4% 59,404 $9.3M
Covington Investment Advisors Inc. 1.49% Reduce -2.7% 59,305 $9.3M
Soltis Investment Advisors LLC 0.98% Add +61.8% 59,138 $9.3M
GFS Advisors, LLC 1.49% Reduce -99.8% 135 $9.2M
Channing Capital Management, LLC 0.25% Reduce -1.9% 58,979 $9.2M
Canandaigua National Bank & Trust Co. 1.00% Reduce -0.6% 58,937 $9.2M
Stokes Family Office, LLC 1.08% Add +3.5% 58,745 $9.2M
Petredis Investment Advisors LLC 1.03% Reduce -0.3% 58,706 $9.2M
BI Asset Management Fondsmaeglerselskab A/S 0.15% Add +11.8% 58,624 $9.2M
Connors Investor Services Inc. 0.95% Reduce -1.1% 58,611 $9.2M
Spinnaker Trust 0.59% Add +1.0% 58,480 $9.1M
Greenleaf Trust 0.09% Add +9.0% 58,455 $9.1M
Coldstream Capital Management Inc. 0.22% Add +6.1% 58,413 $9.1M
Ingalls & Snyder LLC 0.39% Reduce -2.5% 58,135 $9.1M
Viking Fund Management LLC 1.62% Add +163.6% 58,000 $9.1M
Dean Investment Associates, LLC 1.29% Reduce -5.1% 57,858 $9.1M
Alerus Financial NA 0.67% Reduce -13.6% 57,584 $9.0M
Lyell Wealth Management, LP 0.86% Add +9.5% 57,388 $9.0M
Cary Street Partners Investment Advisory LLC 0.36% Add +10.4% 57,356 $9.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.27% Add +3.2% 57,333 $9.0M
Valicenti Advisory Services Inc. 2.40% Reduce -0.3% 57,084 $8.9M
Pioneer Trust Bank N A 2.39% Reduce -1.6% 56,666 $8.9M
Haverford Financial Services, Inc. 2.65% Reduce -0.1% 56,573 $8.8M
Grassi Investment Management 0.78% No change 56,396 $8.8M
Skba Capital Management LLC 1.41% Add +10.8% 56,325 $8.8M
LMG Wealth Partners, LLC 2.19% Add +0.8% 56,242 $8.8M
Global Retirement Partners, LLC 0.28% Add +18.1% 56,225 $8.8M
Morgan Dempsey Capital Management LLC 2.93% Reduce -0.6% 56,095 $8.8M
Regal Investment Advisors LLC 0.58% Add +3.7% 55,951 $8.8M
1834 Investment Advisors Co. 1.05% Reduce -4.8% 55,887 $8.7M
Oak Harvest Investment Services 1.38% Add +0.5% 55,711 $8.7M
W1M Investment Management Ltd 0.16% Add +3.3% 55,567 $8.7M
Meridian Investment Counsel Inc. 2.74% Reduce -0.1% 55,407 $8.7M
Kentucky Retirement Systems Insurance Trust Fund 0.59% Reduce -3.4% 55,282 $8.6M
Sky Investment Group LLC 1.69% Reduce -2.3% 55,185 $8.6M
Resources Management Corp. /CT/ 1.26% Reduce -0.2% 55,185 $8.6M
Cypress Capital Group 1.03% Reduce -1.9% 55,115 $8.6M
Means Investment Co., Inc. 1.03% Reduce -7.8% 55,106 $8.6M
Boothe Investment Group, Inc. 3.99% Add +17.4% 55,021 $8.6M
HTLF Bank 0.98% Reduce -4.0% 55,011 $8.6M
Bluefin Capital Management, LLC 5.08% Add +122.3% 54,989 $8.6M
Phoenix Financial Ltd. 0.13% Reduce -0.3% 54,982 $8.6M
Foster Victor Wealth Advisors, LLC 0.72% Add +2251.7% 54,254 $8.6M
James Investment Research, Inc. 1.02% Reduce -0.3% 54,554 $8.5M
Northwestern Mutual Investment Management Company, LLC 0.22% Reduce -0.9% 54,545 $8.5M
Federation des caisses Desjardins du Quebec 0.05% Reduce -12.6% 54,330 $8.5M
Culbertson A N & Co. Inc. 1.48% Add +3.0% 54,154 $8.5M
Woodward Diversified Capital, LLC 4.96% Reduce -2.3% 54,090 $8.5M
Birmingham Capital Management Co. Inc. 3.29% Reduce -0.8% 53,901 $8.4M
Vista Investment Partners LLC 2.81% Reduce -2.8% 53,678 $8.4M
Greystone Financial Group, LLC 1.63% Add +14.4% 53,328 $8.3M
Core Alternative Capital 1.66% Reduce -12.0% 53,227 $8.3M
Richard Bernstein Advisors LLC 0.18% No change 53,216 $8.3M
Citadel Advisors 0.01% Reduce -89.9% 53,169 $8.3M
Lynch & Associates 1.86% Add +3.2% 52,708 $8.2M
Quintet Private Bank (Europe) S.A. 0.48% Add +6.0% 45,652 $8.2M
Panagora Asset Management Inc. 0.04% Add +3.2% 52,057 $8.1M
Pictet North America Advisors SA 0.88% Add +66.8% 51,734 $8.1M
Citizens National Bank Trust Department 1.80% Add +0.8% 51,544 $8.1M
Stolper Co 2.83% Add +2.4% 51,412 $8.0M
Shorepoint Capital Partners LLC 1.89% Add +1.8% 51,368 $8.0M
Wealth Advisory Solutions, LLC 2.18% Add +4.7% 51,345 $8.0M
Sigma Planning Corp 0.25% Add +9.0% 51,162 $8.0M
Caprock Group, LLC 0.33% Add +125.1% 51,153 $8.0M
Bowen Hanes & Co. Inc. 0.22% Add +2.2% 51,148 $8.0M
Bell Bank 0.67% Add +645.5% 50,957 $8.0M
Man Group plc 0.02% Add +29.6% 50,799 $7.9M
Dupree Financial Group, LLC 3.85% Reduce -17.9% 50,773 $7.9M
Susquehanna Fundamental Investments, LLC 0.18% No change 50,655 $7.9M
Citizens Financial Group Inc. 0.18% Add +31.6% 50,494 $7.9M
First Merchants Corp. 0.32% Reduce -5.0% 50,353 $7.9M
Rodgers Brothers Inc. 1.06% Add +0.8% 50,229 $7.9M
Graves Light Lenhart Wealth, Inc. 0.90% Add +0.0% 50,131 $7.8M
Howe & Rusling Inc. 0.72% Add +0.3% 50,147 $7.8M
Puzo Michael J 2.16% Reduce -1.3% 49,841 $7.8M
Essex Financial Services, Inc. 0.58% Add +17.5% 53,896 $7.8M
Pettyjohn, Wood & White, Inc. 1.51% Add +0.6% 49,746 $7.8M
ProVise Management Group, LLC 0.66% Add +4.0% 49,683 $7.8M
Forvis Mazars Wealth Advisors, LLC 0.19% Reduce -1.9% 49,683 $7.8M
Bayesian Capital Management, LP 0.89% Reduce -39.5% 49,596 $7.8M
First Trust Direct Indexing L.P. 0.48% Add +16.1% 49,496 $7.7M
Global Wealth Management Investment Advisory, Inc. 1.80% Add +5.5% 49,395 $7.7M
Patton Albertson Miller Group, LLC 1.10% Add +4.7% 49,328 $7.7M
Iowa State Bank 1.70% Reduce -0.8% 49,320 $7.7M
Teza Capital Management LLC 0.95% New 49,298 $7.7M
AMG National Trust Bank 0.21% Add +21.8% 49,091 $7.7M
Woodstock Corp. 0.78% Add +3.4% 48,923 $7.7M
Fulton Bank, N.A. 0.31% Add +10.4% 48,813 $7.6M
Cornerstone Wealth Group, LLC 0.68% Add +5.4% 48,740 $7.6M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.77% Reduce -3.0% 48,412 $7.6M
Cape Cod Five Cents Savings Bank 0.73% Reduce -0.8% 48,411 $7.6M
Ipswich Investment Management Co., Inc. 1.77% Add +1.6% 48,340 $7.6M
Brown Brothers Harriman & Co. 0.06% Add +5.2% 48,299 $7.6M
Lawson Kroeker Investment Management Inc. 1.45% Add +2.9% 48,097 $7.5M
Zions Bancorporation, N.A. 0.60% Add +17.1% 48,052 $7.5M
Montag A & Associates Inc. 0.38% Reduce -0.3% 48,010 $7.5M
Beacon Investment Advisory Services, Inc. 0.32% Reduce -0.1% 47,791 $7.5M
Legacy Private Trust Co. 0.53% Add +0.9% 47,725 $7.5M
Level Four Advisory Services, LLC 0.34% Add +18.2% 47,539 $7.4M
Eagle Rock Investment Company, LLC 1.34% Reduce -0.8% 47,509 $7.4M
Schnieders Capital Management LLC 1.50% Add +0.4% 47,266 $7.4M
Community Bank & Trust, Waco, Texas 1.84% Reduce -0.4% 47,180 $7.4M
Amica Mutual Insurance Co. 0.73% No change 47,095 $7.4M
FLC Capital Advisors 1.81% Reduce -1.1% 47,008 $7.4M
Thoroughbred Financial Services, LLC 0.49% Reduce -2.2% 46,988 $7.3M
1ST Source Bank 0.43% Reduce -0.6% 46,946 $7.3M
Advanced Asset Management Advisors Inc 1.95% No change 46,826 $7.3M
TCTC Holdings, LLC 0.25% Add +11.4% 46,800 $7.3M
Camden National Bank 1.13% Add +58.4% 46,743 $7.3M
Tritonpoint Wealth, LLC 0.70% Reduce -0.2% 46,715 $7.3M
Rowlandmiller & Partners.adv 1.59% Add +0.4% 46,704 $7.3M
Valeo Financial Advisors, LLC 0.23% Reduce -5.4% 46,648 $7.3M
Commonwealth Retirement Investments LLC 3.34% Add +7.7% 46,639 $7.3M
Montgomery Investment Management Inc. 2.87% No change 46,388 $7.3M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Reduce -88.1% 46,329 $7.2M
Hamel Associates, Inc. 2.28% Add +1.6% 46,328 $7.2M
Compagnie Lombard Odier SCmA 0.12% Reduce -35.3% 46,317 $7.2M
Fruth Investment Management 1.97% Reduce -0.2% 46,306 $7.2M
Gladstone Institutional Advisory LLC 0.38% Add +8.4% 46,119 $7.2M
Farmers National Bank 2.17% Add +0.5% 46,044 $7.2M
Harbor Capital Advisors, Inc. 0.55% Add +0.2% 46,034 $7.2M
WealthPLAN Partners, LLC 0.77% Reduce -12.0% 46,013 $7.2M
GLOBALT Investments LLC / GA 0.29% Reduce -1.1% 45,972 $7.2M
Calydon Capital 1.28% Reduce -1.5% 45,653 $7.1M
Fort Sheridan Advisors LLC 1.15% Add +10.6% 45,534 $7.1M
Buckingham Strategic Wealth, LLC 0.07% Reduce -2.9% 45,440 $7.1M
Hollow Brook Wealth Management LLC 2.41% Add +6.5% 45,386 $7.1M
Parcion Private Wealth LLC 0.65% Add +1.3% 45,381 $7.1M
Buckhead Capital Management LLC 2.40% Reduce -0.2% 45,238 $7.1M
Mather Group, Llc. 0.09% Add +103.2% 44,691 $7.0M
Principal Securities, Inc. 0.19% Add +11.0% 44,944 $7.0M
Compass Wealth Management LLC 1.73% Reduce -0.1% 44,742 $7.0M
J.W. Cole Advisors, Inc. 0.33% Reduce -0.8% 44,678 $7.0M
Northwest Bancshares, Inc. 1.19% Add +4.0% 44,487 $7.0M
Pine Valley Investments Ltd Liability Co 0.51% Add +5.2% 44,419 $6.9M
Wallace Advisory Group, LLC 4.99% Add +1.9% 44,323 $6.9M
Quotient Wealth Partners, LLC 0.24% Add +2.9% 44,313 $6.9M
Insight Folios Inc 2.83% Add +1.5% 44,061 $6.9M
Spirepoint Private Client, LLC 0.97% Add +7.9% 43,803 $6.9M
IronBridge Private Wealth, LLC 2.55% Add +4.6% 43,552 $6.8M
Hennion & Walsh Asset Management, Inc. 0.35% Reduce -3.8% 43,548 $6.8M
Dudley Capital Management, LLC 3.81% Add +0.3% 43,525 $6.8M
NorthRock Partners, LLC 0.26% Add +5.9% 43,519 $6.8M
CFS Investment Advisory Services, LLC 0.55% New 43,320 $6.8M
Boston Financial Mangement LLC 0.22% Reduce -3.7% 43,293 $6.8M
Plato Investment Management Ltd 0.63% Add +4.5% 43,268 $6.8M
Penobscot Investment Management Company, Inc. 0.65% Add +11.3% 43,032 $6.7M
Cohen Klingenstein LLC 0.24% No change 43,000 $6.7M
Asset Planning Services Inc. /La/ 3.55% Reduce -1.1% 42,990 $6.7M
Kimelman & Baird, LLC 0.55% — 42,932 $6.7M
FineMark National Bank & Trust 0.25% Add +4.1% 42,897 $6.7M
XML Financial, LLC 0.67% Add +0.6% 42,671 $6.7M
Ibex Wealth Advisors 1.04% Reduce -33.8% 42,616 $6.7M
Alaska Permanent Fund Corp 0.10% Reduce -12.8% 41,445 $6.7M
Hourglass Capital, LLC 1.97% Reduce -0.2% 42,454 $6.6M
Inspire Trust Co, N.A. 2.19% Add +66.1% 42,423 $6.6M
Somerville Kurt F 1.12% Add +0.5% 42,384 $6.6M
Summit Trail Advisors, LLC 0.17% Add +29.3% 42,370 $6.6M
Cadence Bank 0.50% Add +0.4% 42,276 $6.6M
Warren Street Wealth Advisors, LLC 3.29% Add +6.9% 42,158 $6.6M
Trustmark Bank Trust Department 0.52% Add +2.9% 41,677 $6.5M
Chelsea Counsel Co. 3.25% Add +0.1% 41,662 $6.5M
Anchor Investment Management, LLC 0.67% Add +12.1% 41,459 $6.5M
McGowan Group Asset Management, Inc. 0.92% Add +2.9% 41,395 $6.5M
PFG Investments, LLC 0.46% Add +6.0% 41,139 $6.4M
NewEdge Wealth, LLC 0.14% Reduce -17.3% 41,085 $6.4M
Capital Analysts, LLC 0.28% Add +1.5% 41,068 $6.4M
Calamos Wealth Management LLC 0.35% Add +0.7% 40,989 $6.4M
Evergreen Capital Management LLC 0.23% Add +1.9% 40,897 $6.4M
Confluence Wealth Services, Inc. 0.51% Add +23.6% 40,891 $6.4M
Avidian Wealth Enterprises, LLC 0.31% Add +11.4% 40,695 $6.4M
Aptus Capital Advisors, LLC 0.12% Reduce -4.6% 40,570 $6.3M
Silvia McColl Wealth Management, LLC 5.25% Reduce -0.2% 40,563 $6.3M
Sage Capital Advisors,llc 1.82% Add +4.5% 40,548 $6.3M
Abbrea Capital, LLC 0.84% Reduce -0.8% 40,532 $6.3M
Campbell Capital Management Inc. 2.71% Add +24.0% 40,356 $6.3M
WoodTrust Financial Corp 0.98% Add +0.7% 40,332 $6.3M
Diversify Advisory Services, LLC 0.34% Reduce -14.9% 40,992 $6.3M
First Manhattan Co. Llc. 0.02% Reduce -6.9% 39,854 $6.2M
Sunbelt Securities, Inc. 0.64% Add +16.0% 39,799 $6.2M
SeaCrest Wealth Management, LLC 0.71% Reduce -0.8% 39,741 $6.2M
Hartford Financial Management Inc. 1.33% Add +0.7% 39,650 $6.2M
Texas Yale Capital Corp. 0.30% Reduce -0.4% 39,644 $6.2M
Perkins Coie Trust Co 1.44% Reduce -3.4% 39,507 $6.2M
Laird Norton Wetherby Wealth Management, LLC 0.29% Add +2.6% 39,456 $6.2M
Investment Management Corp of Ontario 0.17% Add +35.6% 39,197 $6.1M
Lanark Financial, Inc. 0.56% Reduce -0.3% 39,191 $6.1M
C2C Wealth Management, LLC 5.99% No change 39,149 $6.1M
Beacon Harbor Wealth Advisors, Inc. 1.59% Add +3.3% 39,138 $6.1M
HBK Sorce Advisory LLC 0.21% Reduce -1.8% 39,088 $6.1M
Windle Wealth, LLC 3.73% Reduce -2.4% 39,077 $6.1M
Thompson Investment Management, Inc. 0.95% Add +0.8% 39,053 $6.1M
Greylin Investment Management, Inc 1.08% Reduce -2.4% 38,984 $6.1M
Wahed Invest LLC 1.22% Add +15.6% 38,936 $6.1M
Vinva Investment Management Ltd 0.30% Reduce -22.4% 38,868 $6.1M
IHT Wealth Management, LLC 0.23% Add +2.8% 38,843 $6.1M
Diversified Trust Co. 0.17% Add +28.5% 38,689 $6.1M
White Pine Investment CO 1.77% Add +14.4% 38,613 $6.0M
New England Asset Management Inc. 1.05% Reduce -1.6% 38,540 $6.0M
City Holding Co. 0.89% Reduce -0.3% 38,486 $6.0M
Martin Capital Partners, LLC 2.43% Reduce -2.6% 38,473 $6.0M
Plimoth Trust Co. LLC 1.60% Reduce -2.7% 38,334 $6.0M
Mizuho Markets Americas LLC 0.16% Reduce -45.0% 38,152 $6.0M
Physicians Financial Services, Inc. 1.94% Add +4.8% 38,101 $6.0M
Beaumont Financial Advisors, LLC 0.47% Add +298.6% 37,963 $5.9M
Stablepoint Partners, LLC 1.15% Add +5.3% 37,919 $5.9M
Financial & Tax Architects, LLC 1.58% Add +4.2% 37,738 $5.9M
Rockland Trust Co. 0.31% Reduce -1.7% 37,685 $5.9M
Bragg Financial Advisors, Inc 0.26% Reduce -2.9% 37,666 $5.9M
Columbia Asset Management 1.10% Add +9.9% 37,613 $5.9M
Sound View Wealth Advisors Group, LLC 0.61% Add +1.0% 37,601 $5.9M
Synergy Asset Management, LLC 0.92% Add +104.4% 37,511 $5.9M
Horizon Investments, LLC 0.16% Reduce -1.1% 37,390 $5.8M
PFG Advisors 0.39% Add +51.9% 37,256 $5.8M
Franklin Street Advisors Inc. 0.41% Reduce -57.5% 37,113 $5.8M
Principle Wealth Partners LLC 0.44% Reduce -0.0% 37,052 $5.8M
Stonebridge Capital Management Inc. 2.47% No change 37,047 $5.8M
IFP Advisors, Inc 0.23% Reduce -0.8% 37,024 $5.8M
StoneX Group Inc. 0.46% Add +12.6% 36,976 $5.8M
Founders Capital Management 3.73% Add +1.3% 36,825 $5.8M
Moneta Group Investment Advisors LLC 0.09% Add +8.9% 36,795 $5.8M
Kinsale Capital Group, Inc. 1.99% Add +21.7% 36,718 $5.7M
Hudson Value Partners, LLC 2.43% Add +0.8% 36,679 $5.7M
Focus Partners Advisor Solutions, LLC 0.15% Add +7.3% 36,673 $5.7M
TrinityBridge Ltd 0.20% Reduce -32.4% 36,658 $5.7M
Transcend Capital Advisors, LLC 0.42% Add +1.2% 36,657 $5.7M
Jamison Private Wealth Management, Inc. 0.95% Add +21.2% 36,555 $5.7M
Marietta Wealth Management, LLC 0.89% Add +28.9% 36,519 $5.7M
Schulhoff & Co. Inc. 2.58% Reduce -2.1% 36,516 $5.7M
World Investment Advisors 0.36% Add +607.8% 36,489 $5.7M
Spectrum Asset Management, Inc. (NB/CA) 2.64% Reduce -16.7% 36,433 $5.7M
Hamilton Capital Partners Inc. 0.61% Reduce -8.6% 36,399 $5.7M
Meeder Advisory Services, Inc. 0.40% Add +40.1% 36,282 $5.7M
L. Roy Papp & Associates, LLP 0.69% Add +0.8% 36,269 $5.7M
Town & Country Bank & Trust CO dba First Bankers Trust CO 2.34% Add +1.3% 36,235 $5.7M
Wills Financial Group, Inc. 2.61% Add +0.8% 36,187 $5.7M
Private Trust Co. NA 0.61% Add +1.4% 36,177 $5.7M
Eisler Capital (UK) Ltd. 1.84% Reduce -37.1% 36,171 $5.7M
Chesley Taft & Associates LLC 0.28% Reduce -0.2% 36,133 $5.7M
TRUE Private Wealth Advisors 0.64% Reduce -2.0% 36,064 $5.6M
Vestcor Inc 0.19% Reduce -0.0% 36,019 $5.6M
Journey Advisory Group, LLC 0.67% Reduce -5.6% 35,988 $5.6M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1.46% Reduce -8.8% 35,982 $5.6M
Sandy Spring Bank 0.25% Reduce -1.1% 35,900 $5.6M
Colonial Trust Co / SC 0.99% Add +9.3% 35,768 $5.6M
Monte Financial Group, LLC 2.46% Reduce -10.4% 35,682 $5.6M
Ramsay, Stattman, Vela & Price, Inc. 1.05% Add +3.4% 35,578 $5.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.17% Add +7.2% 35,578 $5.6M
Shufro Rose & Co. LLC 0.45% Reduce -4.0% 35,480 $5.5M
Independence Bank of Kentucky 1.47% Add +8.5% 35,448 $5.5M
Concentric Wealth Management, LLC 1.44% Add +1.1% 35,403 $5.5M
Ameritas Advisory Services, LLC 0.21% Reduce -5.2% 35,402 $5.5M
River Wealth Advisors LLC 0.79% Add +4.8% 35,391 $5.5M
Geneos Wealth Management Inc. 0.25% Reduce -9.1% 35,386 $5.5M
XTX Topco Ltd 0.47% Add +1690.5% 35,308 $5.5M
Cincinnati Financial Corp. 0.12% No change 35,139 $5.5M
FAS Wealth Partners, Inc. 0.47% Add +3.8% 35,132 $5.5M
Mattern Wealth Management LLC 1.32% Reduce -6.5% 35,115 $5.5M
Narwhal Capital Management 0.52% Reduce -2.6% 35,051 $5.5M
Nelson Capital Management, LLC 0.97% Reduce -6.2% 35,003 $5.5M
Ridgecrest Wealth Partners, LLC 3.29% Add +3.1% 34,915 $5.5M
CPC Advisors, LLC 0.90% Add +4.4% 34,911 $5.5M
Intrust Bank NA 0.58% Add +0.1% 34,846 $5.5M
Financial Advocates Investment Management 0.34% Reduce -11.6% 34,823 $5.4M
RFG Advisory, LLC 0.18% Add +3.0% 34,771 $5.4M
AIA Group Ltd 0.16% Add +48.4% 34,718 $5.4M
Maven Securities LTD 0.84% Reduce -0.7% 34,664 $5.4M
Kidder Stephen W 1.69% Add +4.9% 34,663 $5.4M
Thomas Story & Son LLC 2.34% Add +0.5% 34,645 $5.4M
Bank Pictet & Cie (Europe) AG 0.13% Add +15.2% 34,625 $5.4M
Community Bank, N.A. 0.71% Reduce -1.0% 34,539 $5.4M
Jacobi Capital Management LLC 0.47% Add +2.1% 34,526 $5.4M
Capital International Sarl 0.16% Add +7.5% 34,444 $5.4M
Sheaff Brock Investment Advisors, LLC 0.50% Reduce -12.1% 34,365 $5.4M
Equitable Trust Co. 0.37% Add +8.8% 34,321 $5.4M
United Capital Management of KS, Inc. 1.18% Add +33.2% 34,308 $5.4M
Dana Investment Advisors, Inc. 0.18% Reduce -2.3% 34,294 $5.4M
Salem Investment Counselors Inc. 0.17% Add +2.0% 34,270 $5.4M
Choate Investment Advisors 0.14% Reduce -7.4% 34,269 $5.4M
Eagle Capital Management, LLC 2.36% Reduce -0.7% 34,215 $5.4M
Financial Partners Group, LLC 2.08% Add +0.6% 34,211 $5.4M
R.H. Dinel Investment Counsel, Inc. 3.43% No change 34,210 $5.4M
McDonald Partners LLC 1.43% Reduce -3.8% 34,206 $5.4M
Oliver Luxxe Assets LLC 1.12% Reduce -0.3% 33,829 $5.3M
Tyche Wealth Partners LLC 1.28% Reduce -4.0% 33,692 $5.3M
Parallax Volatility Advisers, L.P. 0.15% Reduce -56.9% 33,647 $5.3M
Nations Financial Group Inc, /Ia/ 0.43% Add +4.3% 33,579 $5.3M
Resonant Capital Advisors, LLC 0.43% Add +3.2% 33,504 $5.2M
CHICAGO TRUST Co NA 1.06% Reduce -1.6% 33,484 $5.2M
Lee Danner & Bass Inc. 0.40% — 33,464 $5.2M
Agf Management Ltd. 0.03% Reduce -26.6% 33,359 $5.2M
Marble Harbor Investment Counsel, LLC 0.61% No change 33,292 $5.2M
Blue Trust, Inc. 0.07% Add +16.1% 32,758 $5.2M
Palisade Capital Management, LP 0.16% Add +401.9% 32,989 $5.2M
Fifth Third Wealth Advisors LLC 0.39% Add +119.1% 32,886 $5.1M
S&co Inc. 0.36% Reduce -12.8% 32,749 $5.1M
Harbour Capital Advisors, LLC 1.21% Reduce -0.1% 32,707 $5.1M
Garland Capital Management Inc. 3.61% Reduce -1.9% 32,689 $5.1M
Heritage Trust Co 0.67% Reduce -0.7% 32,680 $5.1M
South Dakota Investment Council 0.10% Reduce -11.4% 32,663 $5.1M
Ariel Investments 0.06% Reduce -0.2% 32,601 $5.1M
tru Independence LLC 1.54% Reduce -0.6% 32,566 $5.1M
Sandhill Capital Partners LLC 0.39% Add +0.1% 32,476 $5.1M
Centaurus Financial, Inc. 0.34% Add +209.1% 32,190 $5.0M
Brooks, Moore & Associates, Inc. 3.23% Add +2.6% 32,146 $5.0M
YHB Investment Advisors, Inc. 0.43% Add +2.6% 32,034 $5.0M
Beverly Hills Private Wealth, LLC 1.09% Reduce -2.0% 31,986 $5.0M
Mission Wealth Management, LP 0.14% Reduce -12.2% 31,931 $5.0M
Mission Creek Capital Partners, Inc. 1.25% Add +6.6% 31,850 $5.0M
Pekin Hardy Strauss, Inc. 0.69% Reduce -2.5% 31,778 $5.0M
GHP Investment Advisors, Inc. 0.25% Add +3.8% 31,763 $5.0M
MADDEN SECURITIES Corp 2.20% Add +0.1% 31,715 $5.0M
Ballentine Partners, LLC 0.09% Reduce -6.2% 31,644 $4.9M
Citizens Business Bank 1.05% Add +4.0% 30,355 $4.9M
Kennedy Capital Management LLC 0.11% Reduce -10.5% 31,570 $4.9M
Forum Financial Management, LP 0.09% Reduce -0.8% 31,524 $4.9M
Spring Capital Management, LLC 3.89% Add +5.5% 31,321 $4.9M
Keeler Thomas Management LLC 1.67% Add +1.5% 31,302 $4.9M
Capital Planning Advisors, LLC 0.84% Add +0.5% 31,358 $4.9M
Vestmark Advisory Solutions, Inc. 0.20% Reduce -16.0% 31,331 $4.9M
Spire Wealth Management 0.17% Reduce -5.0% 31,327 $4.9M
Baker Avenue Asset Management, LP 0.17% Add +36.0% 31,305 $4.9M
Burney Co./ 0.19% Add +79.1% 31,301 $4.9M
Peak Asset Management, LLC 0.96% Add +0.2% 31,279 $4.9M
Trinity Legacy Partners, LLC 1.39% Add +2.2% 31,177 $4.9M
Compound Planning, Inc. 0.36% Add +12.1% 31,153 $4.9M
Destination Wealth Management 0.16% Reduce -4.2% 31,124 $4.9M
Selway Asset Management 1.98% Add +25.0% 31,065 $4.9M
Capital City Trust Co. 1.31% Reduce -2.6% 30,938 $4.8M
Alta Capital Management LLC/ 0.30% Add +0.9% 30,674 $4.8M
Flagship Harbor Advisors, LLC 0.29% Add +0.2% 30,643 $4.8M
Hilltop Holdings Inc. 0.56% Reduce -2.6% 30,633 $4.8M
Centerstone Investors, LLC 3.98% Reduce -0.9% 30,577 $4.8M
Hosking Partners LLP 0.18% Reduce -2.1% 30,563 $4.8M
Independent Financial Group, LLC 0.19% Add +8.1% 30,547 $4.8M
Capricorn Fund Managers Ltd 3.34% Add +30.7% 30,309 $4.7M
Chapin Davis, Inc. 1.62% Add +4.2% 30,261 $4.7M
GQG Partners LLC 0.01% New 30,246 $4.7M
Hengehold Capital Management LLC 0.49% Reduce -0.3% 30,196 $4.7M
Hills Bank & Trust Co 0.38% Reduce -2.3% 30,194 $4.7M
Headinvest, LLC 0.93% Add +8.9% 30,150 $4.7M
JBR Co Financial Management Inc 3.29% Reduce -0.5% 29,921 $4.7M
Procyon Advisors, LLC 0.35% Reduce -1.4% 29,903 $4.7M
Bank of Hawaii 0.21% Reduce -8.5% 29,785 $4.7M
Institutional & Family Asset Management, LLC 0.71% Reduce -1.7% 29,578 $4.6M
Butensky & Cohen Financial Security, Inc. 1.47% Add +1.9% 29,552 $4.6M
Azzad Asset Management Inc. 0.54% Reduce -16.9% 29,547 $4.6M
Knollwood Investment Advisory, LLC 0.51% Add +26.5% 29,544 $4.6M
Fidelis Capital Partners, LLC 0.66% Reduce -2.2% 32,385 $4.6M
Investors Asset Management of Georgia Inc. /Ga/ 2.25% Reduce -2.5% 29,477 $4.6M
Sepio Capital, LP 0.42% Reduce -8.8% 29,436 $4.6M
Cadinha & Co. LLC 0.85% Add +4.3% 29,430 $4.6M
Onex Canada Asset Management Inc. 0.52% Reduce -11.2% 29,424 $4.6M
Duncker Streett & Co. Inc. 0.88% Reduce -0.0% 29,423 $4.6M
Davis R M Inc. 0.09% Add +2.7% 29,419 $4.6M
Farmers & Merchants Trust Co of Chambersburg PA 1.85% Reduce -1.5% 29,351 $4.6M
Easterly Investment Partners LLC 0.40% Reduce -33.9% 29,275 $4.6M
Csenge Advisory Group 0.26% Add +1.4% 29,264 $4.6M
Intrua Financial, LLC 0.74% Reduce -6.2% 29,232 $4.6M
Benjamin Edwards Inc. 0.88% Add +10.4% 29,135 $4.6M
Aldebaran Capital, LLC 4.25% Reduce -2.5% 29,121 $4.6M
Yarbrough Capital, LLC 0.19% No change 29,107 $4.6M
Belpointe Asset Management LLC 0.32% Add +29.9% 29,085 $4.5M
Modera Wealth Management, LLC 0.07% Add +1.4% 29,029 $4.5M
Rench Wealth Management, Inc. 1.62% Add +5.5% 28,946 $4.5M
Harmony Asset Management LLC 1.89% Reduce -1.7% 28,897 $4.5M
Stratos Investment Management, LLC 0.37% Add +17.6% 28,894 $4.5M
Avanda Investment Management Pte. Ltd. 0.68% Reduce -20.4% 28,858 $4.5M
McGinn Penninger Investment Management, Inc. 3.06% Add +1.9% 28,818 $4.5M
Nippon Life Global Investors Americas, Inc. 0.20% Add +16.9% 28,760 $4.5M
Asset Dedication, LLC 0.31% Add +0.2% 28,701 $4.5M
Eisler Capital (US) LLC 0.85% Add +1494.0% 28,692 $4.5M
Pegasus Asset Management, Inc. 1.39% Add +0.9% 28,660 $4.5M
Signaturefd, LLC 0.09% Add +8.1% 28,618 $4.5M
Naples Global Advisors, LLC 0.45% Add +1.8% 28,605 $4.5M
Segment Wealth Management, LLC 0.33% Reduce -1.0% 28,572 $4.5M
TCI Wealth Advisors, Inc. 0.42% Reduce -0.2% 28,483 $4.5M
StrongBox Wealth, LLC 2.10% Add +5.4% 28,480 $4.5M
Buffington Mohr McNeal 0.78% Add +0.8% 28,473 $4.5M
West Family Investments, Inc. 1.33% Add +0.3% 28,390 $4.4M
G&S Capital LLC 1.93% Reduce -3.7% 28,095 $4.4M
Avior Wealth Management, LLC 0.19% Reduce -12.2% 28,374 $4.4M
Laird Norton Wetherby Trust Company, LLC 0.62% No change 28,324 $4.4M
First National Bank & Trust Co. of Newtown 0.90% Reduce -0.6% 28,302 $4.4M
Bath Savings Trust Co 0.47% Reduce -1.4% 28,265 $4.4M
Mill Capital Management, LLC 0.36% No change 28,236 $4.4M
Altrius Capital Management Inc 1.16% Add +5.3% 28,192 $4.4M
Independent Wealth Network Inc. 2.06% Add +2.0% 28,185 $4.4M
Twin Capital Management Inc. 0.52% Add +2.7% 28,139 $4.4M
W.G. Shaheen & Associates DBA Whitney & Co 0.50% Add +705.0% 28,088 $4.4M
Summit Financial Wealth Advisors, LLC 0.89% Add +0.1% 28,073 $4.4M
Aull & Monroe Investment Management Corp 2.15% Reduce -3.3% 28,053 $4.4M
JPL Wealth Management, LLC 2.15% Add +5.8% 28,050 $4.4M
Graypoint LLC 0.30% Reduce -3.3% 28,044 $4.4M
MTM Investment Management, LLC 1.79% Reduce -0.8% 27,964 $4.4M
Amova Asset Management Americas, Inc. 0.05% Reduce -29.9% 27,950 $4.4M
Milestones Administradora de Recursos Ltda. 1.83% New 27,850 $4.4M
Cobblestone Capital Advisors LLC 0.27% Add +0.5% 27,740 $4.3M
Cerro Pacific Wealth Advisors LLC 1.65% — 27,577 $4.3M
Bill Few Associates, Inc. 1.65% Reduce -0.7% 27,561 $4.3M
Baugh & Associates, LLC 2.24% Reduce -6.4% 25,812 $4.3M
Crescent Sterling, Ltd. 4.11% Reduce -2.6% 27,435 $4.3M
Regal Partners Ltd 0.44% New 27,407 $4.3M
Formidable Asset Management, LLC 0.69% Add +3.8% 27,395 $4.3M
B.O.S.S. Retirement Advisors, LLC 1.09% Add +11.1% 27,355 $4.3M
Benedict Financial Advisors Inc. 1.08% Add +0.1% 27,327 $4.3M
RB Capital Management, LLC 1.14% Add +3.8% 27,262 $4.3M
Lynch Asset Management, Inc. 1.81% No change 27,150 $4.2M
CreativeOne Wealth, LLC 0.21% Reduce -10.8% 27,099 $4.2M
Broderick Brian C 0.86% Add +1.0% 27,050 $4.2M
Koshinski Asset Management, Inc. 0.39% Add +7.3% 27,657 $4.2M
Bfsg, LLC 0.54% Reduce -2.0% 27,042 $4.2M
Sumitomo Life Insurance Co. 0.10% Reduce -11.6% 26,985 $4.2M
Venturi Wealth Management, LLC 0.25% Add +12.2% 26,880 $4.2M
Y-Intercept (Hong Kong) Ltd 0.23% Add +47.8% 26,837 $4.2M
Pinkerton Wealth, LLC 0.64% Add +7.5% 26,761 $4.2M
Symphony Financial, Ltd. Co. 0.76% Add +21.6% 26,734 $4.2M
Old Mission Investment Co LLC 1.35% Add +1.2% 26,616 $4.2M
Peoples Bank 2.16% Add +3.3% 26,593 $4.2M
Greenline Partners, LLC 0.63% Add +13.1% 26,566 $4.2M
Stanley-Laman Group, Ltd. 0.55% Add +5.3% 26,507 $4.1M
Kingswood Wealth Advisors, LLC 0.37% Add +20.0% 26,486 $4.1M
NJ State Employees Deferred Compensation Plan 0.51% No change 26,393 $4.1M
Composition Wealth, LLC 0.10% Add +3.2% 26,331 $4.1M
Bell & Brown Wealth Advisors, LLC 1.58% Add +5.1% 26,329 $4.1M
Harbour Investments, Inc. 0.14% Add +0.4% 26,292 $4.1M
LGT Fund Management Co Ltd. 0.51% Add +318.9% 26,245 $4.1M
Trifecta Capital Advisors, LLC 0.91% Add +7.3% 26,237 $4.1M
Frank, Rimerman Advisors LLC 0.29% Add +13095.0% 26,126 $4.1M
Pacific Global Investment Management Co. 0.78% Reduce -0.9% 26,114 $4.1M
First Hawaiian Bank 0.14% Reduce -29.0% 26,083 $4.1M
Sittner & Nelson, LLC 2.01% Add +0.2% 26,048 $4.1M
Morse Asset Management, Inc 1.00% Reduce -4.2% 25,947 $4.1M
Auxier Asset Management LLC 0.64% Reduce -8.0% 25,930 $4.1M
Trajan Wealth LLC 0.26% Reduce -0.3% 25,913 $4.1M
Alkeme Wealth, LLC 1.92% Reduce -0.3% 25,776 $4.0M
Longbow Finance SA 0.42% Reduce -5.0% 25,775 $4.0M
Lake Street Advisors Group, LLC 0.19% Add +2.5% 25,772 $4.0M
Meritage Portfolio Management 0.25% Reduce -1.9% 25,773 $4.0M
LS Investment Advisors, LLC 0.63% Add +5.7% 25,758 $4.0M
Orange Investment Advisors, Inc. 0.52% Add +5.3% 26,946 $4.0M
Fairfield, Bush & Co. 2.41% Reduce -4.3% 25,725 $4.0M
Douglass Winthrop Advisors, LLC 0.08% Reduce -0.5% 25,679 $4.0M
Little House Capital LLC 1.25% Add +18.2% 25,635 $4.0M
GAMCO Investors 0.04% Reduce -6.4% 25,620 $4.0M
Heritage Wealth Management, Inc. 1.34% — 25,970 $4.0M
Murphy Pohlad Asset Management LLC 1.73% Reduce -0.8% 25,607 $4.0M
NTV Asset Management LLC 0.57% Add +0.8% 25,606 $4.0M
Morton Community Bank 1.13% Add +4.5% 25,499 $4.0M
Van Hulzen Asset Management, LLC 0.27% Add +0.3% 25,495 $4.0M
First National Advisers, LLC 0.73% Add +10.2% 25,463 $4.0M
Keystone Financial Planning, Inc. 1.32% Reduce -0.6% 25,444 $4.0M
Mattson Financial Services, LLC 1.42% — 25,417 $4.0M
Foster & Motley Inc. 0.27% Reduce -2.4% 25,374 $4.0M
Gilliland Jeter Wealth Management LLC 1.34% Add +1.8% 25,341 $4.0M
Webster Bank, N. A. 0.43% Add +3.9% 25,310 $4.0M
McAlister, Sweet & Associates, Inc. 2.84% Add +1.5% 25,291 $4.0M
Pring Turner Capital Group Inc. 2.76% Reduce -0.4% 25,238 $3.9M
Allen Capital Group, LLC 0.55% Reduce -0.3% 25,154 $3.9M
Wealthcare Advisory Partners LLC 0.12% Add +3.3% 25,150 $3.9M
CGN Advisors LLC 0.46% Add +11.1% 25,141 $3.9M
International Assets Investment Management, LLC 0.37% Add +17.4% 25,130 $3.9M
Holderness Investments Co. 0.93% Add +0.3% 25,128 $3.9M
KLCM Advisors, Inc. 0.49% Add +0.5% 25,116 $3.9M
Allen Wealth Management, LLC 3.50% Add +3.3% 25,101 $3.9M
Mgo One Seven LLC 0.19% Reduce -6.7% 24,997 $3.9M
Cosner Financial Group, LLC 2.76% No change 24,939 $3.9M
Prio Wealth Limited Partnership 0.12% Reduce -1.0% 24,933 $3.9M
Argyle Capital Management, LLC 1.60% Reduce -2.3% 24,850 $3.9M
Herold Advisors, Inc. 0.90% Add +0.1% 24,806 $3.9M
Investmark Advisory Group LLC 2.07% Add +0.9% 24,764 $3.9M
Greatmark Investment Partners, Inc. 0.56% Add +0.5% 24,739 $3.9M
Consolidated Investment Group LLC 0.60% Add +32.8% 24,700 $3.9M
B & T Capital Management DBA Alpha Capital Management 0.75% Add +2.3% 24,691 $3.9M
Brighton Jones LLC 0.13% Add +6.8% 24,672 $3.9M
Pathway Financial Advisers, LLC 1.38% Add +1.5% 24,614 $3.8M
Signature Wealth Management Group 1.68% Add +0.7% 24,451 $3.8M
Davidson Trust Co. 2.63% Reduce -3.3% 24,357 $3.8M
Kinloch Capital, LLC 1.98% Reduce -0.6% 24,307 $3.8M
Verdence Capital Advisors LLC 0.34% Add +9.8% 24,213 $3.8M
apricus wealth, LLC 2.70% Add +2.7% 24,165 $3.8M
First Trust Investment Solutions L.P. 0.53% Add +223.6% 24,137 $3.8M
TrueMark Investments, LLC 1.29% Add +58.5% 24,119 $3.8M
Reik & Co., LLC 0.97% No change 24,113 $3.8M
Capital Investment Advisory Services, LLC 0.39% Add +0.9% 24,094 $3.8M
Laurel Wealth Advisors LLC 0.66% Reduce -3.6% 24,076 $3.8M
Accurate Wealth Management, LLC 0.90% Add +5.9% 23,828 $3.8M
Jacobs & Co. 0.39% Add +1.0% 24,069 $3.8M
Diligent Investors, LLC 0.93% Reduce -2.7% 24,051 $3.8M
Atlas Brown,Inc. 1.35% Reduce -6.0% 24,049 $3.8M
Pitcairn Co. 0.23% Add +11.9% 23,983 $3.8M
Silicon Valley Community Foundation 0.17% Reduce -1.5% 23,944 $3.7M
Mirae Asset Securities (usa) Inc. 0.24% — 23,894 $3.7M
Exchange Bank 3.17% Reduce -1.3% 23,833 $3.7M
Capital Asset Advisory Services LLC 0.20% Add +3.8% 24,312 $3.7M
Cullen Investment Group, LTD. 0.59% Reduce -30.1% 23,745 $3.7M
WD Rutherford LLC 1.86% Add +0.6% 23,732 $3.7M
Centiva Capital, LP 0.18% Add +87.9% 23,728 $3.7M
Coastline Trust Co 0.43% Add +16.0% 23,713 $3.7M
Norway Savings Bank 2.11% Add +10.2% 23,653 $3.7M
RKL Wealth Management LLC 0.36% Add +1.4% 23,638 $3.7M
MIdWestOne Financial Group, Inc. 0.66% Reduce -0.6% 23,575 $3.7M
Glass Wealth Management Co LLC 2.15% Add +1.8% 23,557 $3.7M
Bridge Creek Capital Management LLC 1.18% Reduce -0.0% 23,513 $3.7M
CX Institutional 0.17% Reduce -1.4% 23,446 $3.7M
Liberty One Investment Management, LLC 0.41% Add +18.8% 23,437 $3.7M
Ascent Group, LLC 0.30% Reduce -4.9% 23,411 $3.7M
Brevan Howard Capital Management LP 0.25% New 23,342 $3.7M
Lantz Financial LLC 1.13% Add +2.7% 23,334 $3.6M
Montecito Bank & Trust 0.74% Reduce -2.5% 23,271 $3.6M
Sage Investment Advisers LLC 4.11% Reduce -3.7% 23,248 $3.6M
Mitchell McLeod Pugh & Williams Inc. 0.83% Add +5.5% 23,217 $3.6M
First Command Advisory Services, Inc. 0.04% Add +0.3% 23,121 $3.6M
Robertson Stephens Wealth Management, LLC 0.19% Add +4.7% 23,081 $3.6M
Strategic Advisors LLC 0.70% Reduce -1.7% 23,074 $3.6M
Enterprise Bank & Trust Co 1.23% Add +0.6% 23,058 $3.6M
Arlington Financial Advisors, LLC 0.79% Add +0.6% 23,048 $3.6M
Willis Johnson & Associates, Inc. 0.29% Reduce -7.9% 22,978 $3.6M
Strategic Blueprint, LLC 0.24% Add +0.7% 22,940 $3.6M
Builder Investment Group Inc. 0.98% No change 22,932 $3.6M
Burke & Herbert Bank & Trust Co. 0.87% Add +100.3% 22,910 $3.6M
Charles Schwab Trust Co 0.33% Reduce -1.0% 22,904 $3.6M
Concord Wealth Partners 0.63% Add +0.5% 22,891 $3.6M
Boltwood Capital Management 1.11% Add +0.3% 22,798 $3.6M
Weatherly Asset Management L. P. 0.33% Reduce -0.7% 22,781 $3.6M
QV Investors Inc. 0.33% Add +0.5% 22,757 $3.6M
1832 Asset Management L.P. 0.01% Reduce -68.4% 22,731 $3.6M
Cornerstone Wealth Management, LLC 0.27% Add +4.9% 22,727 $3.6M
Cottage Street Advisors LLC 2.10% Reduce -0.6% 22,703 $3.6M
Brookmont Capital Management 1.94% Reduce -0.4% 22,688 $3.5M
Delaney Dennis R 1.92% Add +1.4% 22,648 $3.5M
Mairs & Power Inc. 0.03% Reduce -7.2% 22,595 $3.5M
Cape Investment Advisory, Inc. 1.59% Add +2.6% 22,591 $3.5M
Massachusetts Wealth Management 2.37% Add +2.0% 22,591 $3.5M
Syon Capital LLC 0.32% Reduce -0.3% 22,573 $3.5M
Whalerock Point Partners, LLC 0.94% Add +1.8% 22,536 $3.5M
D. E. Shaw & Co. 0.01% Reduce -20.0% 22,513 $3.5M
Modern Wealth Management, LLC 0.26% Add +17.6% 22,458 $3.5M
Waldron Private Wealth LLC 0.16% Reduce -1.0% 22,340 $3.5M
Independent Solutions Wealth Management, LLC 0.80% Reduce -1.2% 22,295 $3.5M
Patten Group, Inc. 0.82% Add +1.6% 22,250 $3.5M
Gifford Fong Associates 0.92% No change 22,200 $3.5M
North Star Investment Management Corp. 0.25% Reduce -2.6% 22,196 $3.5M
Erste Asset Management GmbH 0.05% Add +8.3% 22,179 $3.5M
Concourse Financial Group Securities, Inc. 0.22% Reduce -3.0% 22,132 $3.5M
Moloney Securities Asset Management, LLC 0.50% Reduce -16.2% 21,952 $3.4M
Moody National Bank Trust Division 0.27% Reduce -1.5% 21,922 $3.4M
Main Street Financial Solutions, LLC 0.32% Add +6.4% 21,869 $3.4M
Wealth Alliance, LLC 0.44% Add +24.3% 21,809 $3.4M
GAMMA Investing LLC 0.46% Add +59.0% 21,806 $3.4M
Sterling Investment Advisors, Ltd. 0.92% Reduce -0.9% 21,792 $3.4M
Western Wealth Management, LLC 0.25% Add +3.6% 21,774 $3.4M
Checchi Capital Advisers, LLC 0.27% Add +1.6% 21,759 $3.4M
Brick & Kyle, Associates 1.41% Reduce -1.2% 21,739 $3.4M
Navellier & Associates Inc. 0.40% Reduce -0.9% 21,718 $3.4M
HCR Wealth Advisors 0.48% Add +0.8% 21,686 $3.4M
VeraBank, N.A. 1.05% Reduce -0.1% 21,686 $3.4M
Mach-1 Financial Group, LLC 2.39% Add +0.7% 21,654 $3.4M
Kelly Lawrence W & Associates Inc. 0.78% Add +6.9% 21,594 $3.4M
Aperture Investors, LLC 0.49% Reduce -36.4% 21,585 $3.4M
Rehmann Capital Advisory Group 0.24% Add +12.4% 21,659 $3.4M
Red Cedar Investment Management, LLC 0.46% No change 21,498 $3.4M
Advisors Management Group Inc. 0.84% Reduce -0.5% 21,464 $3.4M
Concord Asset Management, LLC 0.83% Add +2.3% 21,408 $3.3M
Liberty Wealth Management LLC 0.61% Add +902.2% 207,933 $3.3M
Cidel Asset Management Inc. 0.26% Add +3.9% 21,295 $3.3M
Te Ahumairangi Investment Management Ltd 0.64% Reduce -2.5% 21,269 $3.3M
Beaton Management Co. Inc. 1.78% Add +0.1% 21,201 $3.3M
Investment Advisory Services Inc. /TX 1.21% Reduce -10.8% 21,176 $3.3M
Horst & Graben Wealth Management LLC 0.63% Add +0.0% 21,156 $3.3M
Shoker Investment Counsel, Inc. 1.17% Add +2.4% 21,135 $3.3M
Ritholtz Wealth Management 0.11% Reduce -4.5% 21,081 $3.3M
Ascentis Independent Advisors 0.69% — 21,080 $3.3M
Threadgill Financial, LLC 1.55% Reduce -1.2% 21,075 $3.3M
Trilogy Capital Inc. 0.18% Add +3.0% 21,028 $3.3M
Huber Capital Management LLC 0.75% Reduce -3.2% 21,000 $3.3M
Albion Financial Group 0.25% Add +3.9% 20,968 $3.3M
GM Advisory Group, LLC 0.21% Add +0.5% 20,961 $3.3M
Global Financial Private Client, LLC 1.37% Reduce -0.6% 20,935 $3.3M
Middleton & Co. Inc. 0.38% Add +1.0% 20,924 $3.3M
Financial Sense Advisors, Inc. 1.04% Add +4.9% 20,900 $3.3M
Quadcap Wealth Management, LLC 0.59% Add +6.3% 20,883 $3.3M
Arvest Trust Co. N A 0.19% Reduce -10.8% 20,855 $3.3M
TTP Investments, Inc. 1.22% Add +2.9% 20,848 $3.3M
Johnson Financial Group, Inc. 0.16% Add +23.7% 20,785 $3.3M
Empire Financial Management Company, LLC 1.07% Reduce -4.1% 20,776 $3.2M
LCNB Corp. 1.21% Add +3.0% 20,749 $3.2M
Monetary Management Group Inc. 0.86% Reduce -1.4% 20,728 $3.2M
Cohen Investment Advisors LLC 2.61% Reduce -2.3% 19,226 $3.2M
Wasatch Advisors LP 0.02% Add +37.9% 20,725 $3.2M
McKinley Carter Wealth Services, Inc. 0.21% Add +2.1% 20,720 $3.2M
Fairview Capital Investment Management, LLC 0.18% No change 20,672 $3.2M
Wealth Alliance Advisory Group, LLC 0.73% Add +2.8% 20,650 $3.2M
Coerente Capital Management 0.63% Reduce -5.4% 20,615 $3.2M
CMG Global Holdings, LLC 2.13% Reduce -4.4% 20,573 $3.2M
Quadrant Capital Group LLC 0.24% Add +3.1% 20,548 $3.2M
Atlanta Consulting Group Advisors, LLC 0.69% Add +2.8% 20,519 $3.2M
Elevation Point Wealth Partners, LLC 0.25% Add +0.1% 20,457 $3.2M
Gables Capital Management Inc. 1.67% Add +0.5% 20,456 $3.2M
CFM Wealth Partners LLC 0.59% Add +7.6% 20,383 $3.2M
DT Investment Partners, LLC 0.28% Add +5.5% 20,382 $3.2M
TFG Advisers LLC 1.23% Reduce -0.7% 20,341 $3.2M
Caldwell Sutter Capital, Inc. 1.58% Reduce -1.3% 20,331 $3.2M
Cardiff Park Advisors, LLC 0.31% Add +0.6% 20,303 $3.2M
Studio Investment Management LLC 0.72% Reduce -2.8% 20,302 $3.2M
Guardian Investment Management 2.27% Reduce -4.5% 20,278 $3.2M
Delta Financial Advisors LLC 1.23% Add +32.1% 20,231 $3.2M
Lineweaver Wealth Advisors, LLC 0.65% Reduce -2.8% 20,028 $3.1M
Cox Capital Mgt LLC 1.89% Reduce -4.0% 20,019 $3.1M
Garner Asset Management Corp 1.16% Add +14.5% 19,997 $3.1M
Financial Advisory Partners, LLC 1.17% Reduce -2.2% 19,992 $3.1M
Benin Management CORP 0.95% Reduce -0.3% 19,992 $3.1M
Cooper Financial Group 0.46% Add +11.1% 19,952 $3.1M
Roundview Capital LLC 0.25% Add +13.9% 19,950 $3.1M
AlphaCore Capital LLC 0.75% Add +4.7% 19,893 $3.1M
Columbia Bank 1.20% Add +5.8% 19,827 $3.1M
Mystic Asset Management, Inc. 1.25% Add +0.7% 19,819 $3.1M
WP Advisors, LLC 0.99% Reduce -0.2% 19,760 $3.1M
Cyndeo Wealth Partners, LLC 0.24% Add +17.6% 19,702 $3.1M
Kavar Capital Partners Group, LLC 0.55% Add +5.6% 19,662 $3.1M
Sculati Wealth Management, LLC 1.32% Add +0.4% 19,640 $3.1M
Pinnacle Wealth Management Advisory Group, LLC 0.32% Reduce -0.5% 19,616 $3.1M
ArchPoint Investors 1.15% No change 19,610 $3.1M
Wealth Group, Ltd. 2.20% Add +1.7% 19,556 $3.1M
Tortoise Capital Advisors, L.L.C. 0.04% No change 19,528 $3.1M
Redmond Asset Management, LLC 1.00% Add +12.6% 19,489 $3.0M
Sippican Capital Advisors 2.41% Reduce -0.0% 19,471 $3.0M
White Pine Capital LLC 1.15% Reduce -0.1% 19,438 $3.0M
Hudock, Inc. 0.57% Reduce -2.0% 19,418 $3.0M
Orleans Capital Management Corp. 1.93% Reduce -1.6% 19,404 $3.0M
Dumont & Blake Investment Advisors LLC 0.43% Add +98.0% 19,396 $3.0M
Greenwood Capital Associates LLC 0.40% Reduce -1.5% 19,374 $3.0M
Legacy Advisors, LLC 0.37% Add +2.3% 19,373 $3.0M
Matrix Private Capital Group LLC 1.90% Add +0.2% 19,346 $3.0M
Kampmann Melissa S. 2.21% Add +0.3% 19,343 $3.0M
Bangor Savings Bank 0.30% Add +3.0% 19,341 $3.0M
BBR Partners, LLC 0.25% Reduce -17.5% 19,322 $3.0M
Redwood Investment Management, LLC 0.26% Add +175.5% 19,316 $3.0M
Hutchinson Capital Management 0.62% Add +3.2% 19,292 $3.0M
Prosperitas Financial LLC 1.84% Add +3.1% 19,289 $3.0M
Mitchell Sinkler & Starr 0.77% Reduce -18.9% 18,758 $3.0M
Sit Investment Associates Inc. 0.07% Add +2.0% 19,187 $3.0M
Marcum Wealth, LLC 0.30% Reduce -2.9% 19,181 $3.0M
Cutter & CO Brokerage, Inc. 0.72% Reduce -1.7% 19,033 $3.0M
180 Wealth Advisors, LLC 0.49% Add +1.0% 19,175 $3.0M
Hunter Associates Investment Management LLC 0.50% Reduce -0.8% 19,005 $3.0M
Kentucky Farm Bureau Mutual Insurance Co 0.68% No change 19,000 $3.0M
SageView Advisory Group, LLC 0.18% Add +23.5% 18,964 $3.0M
Missouri Trust & Investment Co 1.12% Add +0.6% 18,956 $3.0M
Granite Investment Partners, LLC 0.12% Reduce -3.3% 18,952 $3.0M
Acropolis Investment Management, LLC 0.19% Add +9.2% 18,941 $3.0M
Pallas Capital Advisors LLC 0.13% Add +3.5% 18,241 $3.0M
Cornercap Investment Counsel Inc. 0.48% Reduce -29.4% 18,871 $3.0M
Two Sigma Advisers, LP 0.01% Reduce -96.1% 18,856 $2.9M
Cordatus Wealth Management LLC 1.10% New 18,794 $2.9M
Vectors Research Management, LLC 0.90% Reduce -1.2% 18,735 $2.9M
Wimmer Associates 1, LLC 1.50% Add +0.3% 18,732 $2.9M
Platform Technology Partners 1.01% — 18,723 $2.9M
Trust Point Inc. 0.23% Reduce -7.4% 18,717 $2.9M
Boyd Watterson Asset Management LLC 0.84% Add +0.0% 18,692 $2.9M
Field & Main Bank 1.09% Add +0.5% 18,676 $2.9M
Stratos Wealth Advisors, LLC 0.14% Add +3.1% 18,619 $2.9M
Providence Capital Advisors, LLC 0.63% Add +1.6% 18,614 $2.9M
Smithfield Trust Co 0.15% Reduce -1.1% 18,578 $2.9M
Grey Ledge Advisors, LLC 0.79% Reduce -2.9% 18,598 $2.9M
Paradigm Asset Management Co. LLC 0.81% Add +7.5% 18,578 $2.9M
Sigma Investment Counselors Inc. 0.18% Reduce -1.8% 18,521 $2.9M
Excalibur Management Corp. 1.18% Add +2.9% 18,514 $2.9M
Milestone Asset Management, LLC 0.72% Add +3.1% 18,465 $2.9M
Tudor Investment Corporation 0.03% Add +80.0% 18,446 $2.9M
Employees Retirement System of Texas 0.03% No change 18,410 $2.9M
Moneco Advisors, LLC 0.42% Reduce -2.7% 18,383 $2.9M
Nicholas Hoffman & Company, LLC. 0.13% Add +6.5% 18,365 $2.9M
Wright Investors Service Inc. 0.76% Reduce -19.1% 18,364 $2.9M
Harbor Investment Advisory, LLC 0.30% Reduce -0.2% 18,334 $2.9M
Portside Wealth Group, LLC 0.55% Add +0.5% 18,298 $2.9M
Painted Porch Advisors LLC 1.62% Reduce -1.1% 18,292 $2.9M
Quadrant Private Wealth Management, LLC 0.65% Reduce -1.0% 18,175 $2.8M
Cigna Investments Inc. 0.53% Reduce -1.2% 18,116 $2.8M
Saxon Interests, Inc. 1.35% Reduce -1.4% 18,081 $2.8M
Philadelphia Trust Co. 0.22% Reduce -1.1% 18,070 $2.8M
Leibman Financial Services, Inc. 2.10% Add +8.1% 18,073 $2.8M
Peoples Financial Services Corp. 1.27% Reduce -0.3% 18,007 $2.8M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.46% New 17,992 $2.8M
Grove Bank & Trust 0.45% Add +3.0% 17,983 $2.8M
Relative Value Partners Group, LLC 0.37% Add +62.1% 17,982 $2.8M
Lake Street Private Wealth, LLC 0.37% Reduce -1.6% 17,982 $2.8M
Virginia Wealth Management Group, Inc. 2.57% Reduce -0.4% 17,971 $2.8M
Private Capital Management, LLC 0.33% Reduce -1.9% 17,963 $2.8M
Chicago Partners Investment Group LLC 0.11% Add +5.2% 17,591 $2.8M
Patron Partners, LLC 1.65% Reduce -1.4% 17,936 $2.8M
Arden Trust Co 0.39% Reduce -6.1% 17,927 $2.8M
Oakworth Capital, Inc. 0.20% Reduce -0.7% 17,894 $2.8M
Prevail Innovative Wealth Advisors, LLC 0.99% Add +19.5% 17,856 $2.8M
West Oak Capital, LLC 1.12% Reduce -1.5% 17,811 $2.8M
Allen Mooney & Barnes Investment Advisors LLC 0.50% Reduce -2.0% 17,804 $2.8M
Trueblood Wealth Management, LLC 1.56% Add +1.3% 17,720 $2.8M
Wilkinson Global Asset Management LLC 0.17% Reduce -0.8% 17,707 $2.8M
Keene & Associates, Inc. 2.26% Reduce -35.6% 17,703 $2.8M
Clear Harbor Asset Management, LLC 0.24% Reduce -1.1% 17,678 $2.8M
Capital Advisory Group Advisory Services, LLC 1.18% Add +7.7% 17,653 $2.8M
Beacon Financial Group 0.31% Reduce -1.2% 17,640 $2.8M
Old Port Advisors 0.82% Reduce -1.4% 17,637 $2.8M
Qtron Investments LLC 0.40% Add +4.0% 17,602 $2.8M
Bank of Stockton 0.87% Reduce -2.7% 17,600 $2.8M
SFE Investment Counsel 0.61% Reduce -3.0% 17,545 $2.7M
Steel Grove Capital Advisors, LLC 0.38% Reduce -3.3% 17,522 $2.7M
Modus Advisors, LLC 0.96% Add +4.6% 17,440 $2.7M
Personal Cfo Solutions, LLC 0.42% Reduce -0.5% 17,436 $2.7M
Pullen Investment Management, LLC 2.25% Reduce -4.0% 17,401 $2.7M
Realta Investment Advisors 0.53% Add +5.2% 17,379 $2.7M
Fielder Capital Group LLC 1.04% Add +0.7% 17,371 $2.7M
Nvest Financial, LLC 1.67% Add +6.3% 17,367 $2.7M
RMR Wealth Builders 0.31% Reduce -7.3% 17,360 $2.7M
Chase Investment Counsel Corp. 0.96% Reduce -6.5% 17,363 $2.7M
Clarus Group, Inc. 1.20% Reduce -33.6% 17,308 $2.7M
Focus Financial Network, Inc. 0.12% Add +3.2% 16,783 $2.7M
Round Rock Advisors LLC 0.66% Reduce -2.7% 17,247 $2.7M
Perpetual Ltd 0.03% Add +6.8% 17,212 $2.7M
Certified Advisory Corp 0.34% Add +6.1% 17,211 $2.7M
Woodard & Co. Asset Management Group Inc. 0.67% Add +2.0% 17,203 $2.7M
South Street Advisors LLC 0.41% Add +0.3% 17,200 $2.7M
Delta Investment Management, LLC 0.59% Add +1.1% 17,173 $2.7M
Convergence Investment Partners, LLC 0.79% Add +22.6% 17,172 $2.7M
Ironwood Investment Counsel, LLC 0.48% Add +2.4% 17,159 $2.7M
GC Wealth Management RIA, LLC 0.53% Add +0.1% 17,148 $2.7M
Whitener Capital Management, Inc. 0.81% Add +18.8% 17,145 $2.7M
Smith, Moore & Co. 0.28% Reduce -0.2% 17,131 $2.7M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.04% Reduce -0.4% 16,739 $2.7M
Searle & Co. 0.63% Add +2.6% 17,074 $2.7M
Coppell Advisory Solutions LLC 0.44% — 17,052 $2.7M
Founders Financial Alliance, LLC 0.79% Reduce -0.6% 16,988 $2.7M
Sargent Investment Group, LLC 0.54% Add +15.6% 16,983 $2.7M
First Bank & Trust 0.54% Add +9.0% 16,962 $2.7M
Verus Capital Partners, LLC 0.27% Add +2.3% 16,941 $2.6M
Banco de Sabadell, S.A 1.94% Reduce -1.9% 16,909 $2.6M
Bristlecone Advisors, LLC 0.23% Reduce -0.2% 16,914 $2.6M
Cohen Capital Management, Inc. 0.46% No change 16,908 $2.6M
Pettee Investors, Inc. 1.27% Reduce -1.9% 16,894 $2.6M
Second Line Capital, LLC 0.81% Reduce -14.9% 16,889 $2.6M
Clear Creek Financial Management, LLC 0.32% Add +4.1% 16,882 $2.6M
Evanson Asset Management, LLC 0.19% Reduce -4.0% 16,801 $2.6M
Marco Investment Management LLC 0.24% Add +62.4% 16,745 $2.6M
Insight Inv LLC 2.26% Add +8.3% 16,725 $2.6M
Transamerica Financial Advisors, LLC 0.28% No change 16,685 $2.6M
Private Capital Advisors, Inc. 0.29% Reduce -0.8% 16,632 $2.6M
Traynor Capital Management, Inc. 0.22% Add +8.5% 16,614 $2.6M
Naviter Wealth, LLC 0.39% Add +0.1% 16,606 $2.6M
Raab & Moskowitz Asset Management LLC 0.70% Reduce -0.8% 16,580 $2.6M
Diversify Wealth Management, LLC 0.32% — 17,923 $2.6M
Triangle Securities Wealth Management 0.73% Add +0.3% 16,521 $2.6M
Wilkins Investment Counsel Inc. 0.39% Add +11.5% 16,515 $2.6M
Capital Advisors Wealth Management, LLC 0.51% Add +7.0% 16,501 $2.6M
Counterweight Ventures, LLC 1.95% Add +3.7% 16,499 $2.6M
GeoWealth Management, LLC 0.11% Add +8.3% 16,420 $2.6M
Titleist Asset Management, LLC 0.39% Add +7.2% 16,414 $2.6M
Jeppson Wealth Management, LLC 0.98% Reduce -1.3% 16,351 $2.6M
Van Cleef Asset Management,Inc 0.32% Add +0.0% 16,342 $2.6M
Norden Group LLC 0.52% Add +16.2% 16,308 $2.6M
American Investment Services, Inc. 0.45% Add +137.1% 16,297 $2.5M
Continuum Advisory, LLC 0.37% Reduce -1.1% 16,280 $2.5M
Dorsey & Whitney Trust CO LLC 0.18% Reduce -6.5% 16,210 $2.5M
Leonteq Securities AG 0.35% Add +227.3% 16,203 $2.5M
Schechter Investment Advisors, LLC 0.19% Add +2.3% 16,202 $2.5M
Trivant Custom Portfolio Group, LLC 1.56% Add +1.6% 16,188 $2.5M
Chesapeake Wealth Management 0.91% Reduce -0.3% 16,129 $2.5M
Chilton Capital Management LLC 0.11% Reduce -0.1% 16,089 $2.5M
Fiduciary Group, LLC 0.27% Reduce -3.4% 16,046 $2.5M
Iat Reinsurance Co. LTD. 0.59% Reduce -50.0% 16,000 $2.5M
Slagle Financial, LLC 1.28% Add +8.8% 15,998 $2.5M
Van Strum & Towne Inc. 0.90% Add +0.1% 15,884 $2.5M
Jump Financial, LLC 0.05% Reduce -13.8% 15,838 $2.5M
Trustco Bank Corp. N Y 2.63% Reduce -5.1% 15,810 $2.5M
Finer Wealth Management, Inc. 1.59% Add +1.8% 15,803 $2.5M
Sentinel Trust Co. Lba 0.30% Add +1.1% 15,776 $2.5M
Midland Wealth Advisors, LLC 0.15% Reduce -5.7% 15,746 $2.5M
Bull Street Advisors, LLC 1.19% Add +0.8% 15,720 $2.5M
Weik Capital Management 1.05% Add +4.3% 15,690 $2.5M
Insigneo Advisory Services, LLC 0.28% Reduce -12.9% 16,963 $2.5M
Krilogy Financial LLC 0.18% Reduce -21.0% 15,659 $2.4M
Ostrum Asset Management 0.21% Reduce -7.2% 15,614 $2.4M
Fort Point Capital Partners LLC 0.31% Reduce -0.1% 15,597 $2.4M
Ethic Inc. 0.06% Add +16.5% 15,583 $2.4M
Wealth Effects LLC 0.88% Add +0.2% 15,540 $2.4M
Keudell/Morrison Wealth Management 0.71% Add +3.0% 15,525 $2.4M
TKG Advisors, LLC 1.32% Reduce -1.7% 15,517 $2.4M
Adirondack Trust Co. 0.99% Reduce -0.0% 15,515 $2.4M
Somerset Group LLC 2.15% No change 15,513 $2.4M
O'Brien Greene & Co. Inc 0.77% Add +3.6% 15,494 $2.4M
Harbour Investment Management LLC 1.12% Add +2.2% 15,490 $2.4M
Aspiriant, LLC 0.10% Reduce -18.9% 15,461 $2.4M
Resurgent Financial Advisors LLC 1.51% Reduce -6.7% 15,454 $2.4M
DeDora Capital, Inc. 0.74% Add +0.3% 15,450 $2.4M
Quantbot Technologies LP 0.12% New 15,447 $2.4M
Clearstead Trust, LLC 0.60% Add +0.6% 15,444 $2.4M
Ahl Investment Management, Inc. 1.77% Add +4.3% 15,442 $2.4M
Beacon Bank & Trust 0.61% Reduce -3.2% 15,442 $2.4M
Bontempo Ohly Capital Mgmt LLC 1.21% Add +0.0% 15,432 $2.4M
Lindenwold Advisors, INC 1.29% Add +1.7% 15,413 $2.4M
Arrow Financial Corp 0.23% Reduce -0.3% 15,365 $2.4M
Arbor Trust Wealth Advisors, LLC 1.26% Reduce -0.4% 15,360 $2.4M
Arvest Investments, Inc. 0.38% Reduce -4.1% 15,354 $2.4M
Smith Chas P & Associates Pa Cpas 0.14% Reduce -0.7% 15,343 $2.4M
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.14% Add +781.8% 15,343 $2.4M
Edgestream Partners, L.P. 0.12% New 15,328 $2.4M
Parkside Financial Bank & Trust 0.38% Reduce -1.5% 15,300 $2.4M
First City Capital Management, Inc. 1.34% Add +20.3% 15,298 $2.4M
Birch Hill Investment Advisors LLC 0.12% Reduce -0.1% 15,294 $2.4M
Edmp, Inc. 2.16% Reduce -0.7% 15,261 $2.4M
Leelyn Smith, LLC 0.46% Reduce -1.4% 15,250 $2.4M
Newman Dignan & Sheerar, Inc. 0.62% Add +0.4% 15,239 $2.4M
Berkeley Capital Partners, LLC 0.72% Add +4.7% 15,231 $2.4M
GTS Securities LLC 0.05% Reduce -12.3% 15,225 $2.4M
Founders Financial Securities LLC 0.23% Add +1.9% 15,213 $2.4M
JTC Employer Solutions Trustee Ltd 0.16% No change 15,178 $2.4M
Todd Asset Management LLC 0.05% Reduce -85.8% 15,139 $2.4M
WealthTrust Axiom LLC 0.78% Reduce -1.1% 15,135 $2.4M
Outlook Wealth Advisors, LLC 0.74% Add +3.7% 15,100 $2.4M
Alexander Labrunerie & Co., Inc. 1.29% Add +1.8% 15,088 $2.4M
Mayflower Financial Advisors, LLC 0.39% Reduce -9.7% 15,080 $2.4M
Pacific Center for Financial Services 0.66% Reduce -1.1% 15,053 $2.4M
Vise Technologies, Inc. 0.41% Add +37.3% 15,030 $2.4M
Joel Isaacson & Co., LLC 0.12% Reduce -12.6% 15,021 $2.3M
Everpar Advisors LLC 1.18% Add +14.8% 15,009 $2.3M
Marietta Investment Partners LLC 0.51% No change 14,971 $2.3M
Optiver Holding B.V. 0.04% New 14,926 $2.3M
First United Bank & Trust 0.87% Add +0.2% 14,897 $2.3M
Karpas Strategies, LLC 0.73% Add +1.1% 14,896 $2.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.39% Add +11.3% 14,894 $2.3M
Brown Financial Advisors 1.04% — 14,892 $2.3M
SignalPoint Asset Management, LLC 0.62% Reduce -0.4% 14,891 $2.3M
Dover Advisors, LLC 1.44% Add +6.5% 14,886 $2.3M
Raleigh Capital Management Inc. 0.99% Reduce -0.8% 14,855 $2.3M
Systematic Alpha Investments, LLC 0.09% No change 14,854 $2.3M
Cassaday & Co Wealth Management LLC 0.07% Reduce -4.0% 14,822 $2.3M
Valmark Advisers, Inc. 0.04% Add +7.8% 14,821 $2.3M
Accordant Advisory Group Inc 2.26% Reduce -1.8% 14,816 $2.3M
Private Harbour Investment Management & Counsel, LLC 2.43% Reduce -0.6% 14,751 $2.3M
Hoertkorn Richard Charles 1.00% Reduce -2.3% 14,747 $2.3M
Magnus Financial Group LLC 0.26% Add +1.8% 14,675 $2.3M
Longfellow Investment Management Co. LLC 0.58% Add +0.7% 14,656 $2.3M
Compton Wealth Advisory Group, LLC 0.61% Add +9.4% 14,585 $2.3M
Herbst Group, LLC 1.38% Reduce -2.0% 14,550 $2.3M
Knuff & Co LLC 0.74% Reduce -0.8% 14,534 $2.3M
Monarch Capital Management Inc. 0.67% Reduce -0.5% 14,476 $2.3M
NovaPoint Capital, LLC 0.77% Add +8.8% 14,465 $2.3M
PYA Waltman Capital, LLC 0.83% Add +5.5% 14,450 $2.3M
Perennial Investment Advisors, LLC 0.32% Reduce -0.9% 14,418 $2.3M
Somerset Trust Co 0.92% Add +1.2% 14,403 $2.3M
Alpha DNA Investment Management LLC 1.27% Add +82.9% 14,352 $2.2M
9258 Wealth Management, LLC 0.34% Add +6.7% 14,333 $2.2M
Pinnacle West Asset Management, Inc. 1.74% Add +0.1% 14,330 $2.2M
Argonautica Private Wealth Management, Inc. 0.77% Reduce -0.2% 14,324 $2.2M
Asahi Life Asset Management Co., LTD. 1.54% Reduce -14.8% 14,310 $2.2M
Aviance Capital Partners, LLC 0.32% Add +10.0% 14,262 $2.2M
St Germain D J Co. Inc. 0.11% Add +2.7% 14,252 $2.2M
CIC Wealth, LLC 0.61% Add +0.3% 14,229 $2.2M
Pavion Blue Capital, LLC 1.09% Reduce -4.4% 14,212 $2.2M
Dynamic Technology Lab Private Ltd 0.25% Add +2.6% 14,211 $2.2M
Solitude Financial Services 1.03% Add +35.1% 14,197 $2.2M
Alpine Woods Capital Investors, LLC 0.34% Add +0.3% 14,172 $2.2M
Keystone Financial Group 0.80% Add +9.5% 14,127 $2.2M
Brady Family Wealth, LLC 0.71% Add +0.3% 14,119 $2.2M
Burford Brothers, Inc. 1.28% Add +22.8% 14,080 $2.2M
Good Life Advisors, LLC 0.18% Reduce -45.2% 14,066 $2.2M
Wealth Management Partners, LLC 1.07% Add +6.1% 14,047 $2.2M
Horizon Kinetics Asset Management LLC 0.04% Reduce -0.4% 14,033 $2.2M
Kiley Juergens Wealth Management, LLC 0.61% Add +2.0% 14,008 $2.2M
Advent Capital Management 3.93% New 14,000 $2.2M
Ti-Trust, Inc. 1.69% No change 13,998 $2.2M
Cascade Investment Group, Inc. 1.71% Reduce -0.3% 13,992 $2.2M
Clarius Group, LLC 0.15% Reduce -4.0% 13,974 $2.2M
Providence Wealth Advisors, LLC 1.74% Add +0.8% 13,963 $2.2M
Beam Wealth Advisors, Inc. 0.73% Add +72.2% 13,969 $2.2M
Chemung Canal Trust Co. 0.42% Reduce -0.3% 13,965 $2.2M
Richard P Slaughter Associates Inc 0.52% Add +0.4% 13,959 $2.2M
NORTHSTAR ASSET MANAGEMENT Co 0.53% Reduce -19.9% 13,956 $2.2M
Gryphon Financial Partners LLC 0.33% Add +0.8% 13,940 $2.2M
Harbour Trust & Investment Management Co 0.26% Reduce -0.0% 13,914 $2.2M
Wedmont Private Capital 0.14% Add +7.8% 13,982 $2.2M
LYNX Capital Group Ltd. 1.50% Reduce -0.1% 13,852 $2.2M
Community Financial Services Group, LLC 0.47% Add +7.7% 13,847 $2.2M
Y.D. More Investments Ltd 0.22% Add +17.1% 13,843 $2.2M
Childress Capital Advisors, LLC 0.61% Add +73.1% 13,820 $2.2M
Notis-McConarty Edward 0.85% Reduce -2.6% 13,805 $2.2M
Manhattan West Asset Management, LLC 0.58% Reduce -9.1% 13,795 $2.2M
Inlet Private Wealth, LLC 0.59% Add +7.1% 13,748 $2.2M
Turtle Creek Wealth Advisors, LLC 0.50% Add +10.3% 13,730 $2.1M
Alberta Investment Management Corp 0.02% Reduce -72.1% 13,700 $2.1M
Smartleaf Asset Management LLC 0.35% Add +12.9% 13,650 $2.1M
Meridian Financial Partners LLC 1.27% New 13,167 $2.1M
Lafayette Investments, Inc. 0.48% Reduce -1.2% 13,625 $2.1M
Belmont Capital, LLC 0.40% No change 13,571 $2.1M
Center for Financial Planning, Inc. 0.31% Reduce -1.1% 13,561 $2.1M
New Potomac Partners, LLC 1.16% Reduce -2.7% 13,547 $2.1M
Hedges Asset Management LLC 1.52% No change 13,542 $2.1M
Trust Co. of Oklahoma 0.74% Add +0.7% 13,538 $2.1M
Letson Investment Management, Inc. 0.94% Add +0.4% 13,535 $2.1M
Pinnacle Holdings, LLC 0.99% Reduce -0.2% 13,533 $2.1M
LRI Investments, LLC 0.24% Add +6.2% 13,492 $2.1M
Central Pacific Bank - Trust Division 0.26% Reduce -6.8% 13,487 $2.1M
St. Louis Financial Planners Asset Management, LLC 1.81% Add +5.4% 13,475 $2.1M
Cypress Asset Management Inc. 0.54% Reduce -0.1% 12,999 $2.1M
Sterling Investment Management, LLC 1.60% Reduce -19.4% 13,455 $2.1M
Lodestar Private Asset Management LLC 0.29% Reduce -3.3% 13,403 $2.1M
Uncommon Cents Investing LLC 0.66% Add +1.0% 13,400 $2.1M
Integral Investment Advisors, Inc. 0.77% Add +20.1% 13,404 $2.1M
Bank of New Hampshire 0.54% Reduce -2.5% 13,386 $2.1M
Cornell Pochily Investment Advisors, Inc. 0.80% Add +10.9% 13,381 $2.1M
Arbor Capital Management Inc. 1.92% Reduce -4.6% 13,371 $2.1M
BKM Wealth Management, LLC 1.01% Reduce -1.0% 13,362 $2.1M
Scott & Selber, Inc. 0.67% Add +1.7% 13,350 $2.1M
WASHINGTON TRUST Co 0.08% Reduce -3.9% 13,337 $2.1M
WealthShield Partners, LLC 0.32% Add +3.4% 13,327 $2.1M
Joseph Group Capital Management 1.08% Add +5.0% 13,301 $2.1M
CoreFirst Bank & Trust 1.40% Reduce -1.9% 13,289 $2.1M
Legacy Financial Advisors, Inc. 0.37% Add +1.8% 13,286 $2.1M
Pin Oak Investment Advisors Inc. 1.99% Add +0.9% 13,267 $2.1M
TrinityPoint Wealth, LLC 0.32% Add +2.2% 13,241 $2.1M
Jackson Hole Capital Partners, LLC 0.46% Add +0.0% 13,211 $2.1M
Clarkston Capital Partners, LLC 0.04% No change 13,190 $2.1M
Nilsine Partners, LLC 0.28% Add +39.0% 13,185 $2.1M
Brown Miller Wealth Management, LLC 0.86% Add +1.2% 13,184 $2.1M
Hodges Capital Management Inc. 0.14% Add +10.2% 13,176 $2.1M
Oak Family Advisors, LLC 0.78% Reduce -0.7% 13,159 $2.1M
Lindbrook Capital, LLC 0.19% Reduce -2.9% 13,143 $2.1M
Aveo Capital Partners, LLC 0.23% Add +7.4% 13,133 $2.1M
Legacy Capital Wealth Partners, LLC 0.52% Reduce -36.7% 13,124 $2.1M
Curbstone Financial Management Corp 0.45% Reduce -1.3% 13,118 $2.1M
Winslow Asset Management Inc. 0.40% Reduce -9.8% 13,095 $2.0M
Allred Capital Management, LLC 0.78% Reduce -0.7% 13,083 $2.0M
Romano Brothers and Company 0.28% Add +9.1% 13,054 $2.0M
High Net Worth Advisory Group LLC 0.62% Add +7.1% 13,016 $2.0M
Gratus Capital, LLC 0.08% Add +2.2% 12,984 $2.0M
Brown, Lisle/Cummings, Inc. 0.66% Add +8.4% 12,971 $2.0M
Schear Investment Advisers, LLC 1.46% Reduce -3.4% 12,952 $2.0M
JFS Wealth Advisors, LLC 0.16% Reduce -5.7% 12,946 $2.0M
Bank Ozk 0.88% Add +1.5% 12,935 $2.0M
Full Sail Capital, LLC 0.14% Add +0.1% 12,934 $2.0M
Aft, Forsyth & Sober, LLC 0.69% No change 12,900 $2.0M
Cliftonlarsonallen Wealth Advisors, LLC 0.04% Add +3.2% 12,882 $2.0M
CRA Financial Services, LLC 0.41% Add +1.6% 12,850 $2.0M
Home Federal Bank of Tennessee 0.61% Reduce -1.0% 12,826 $2.0M
Bedell Frazier Investment Counselling, LLC 0.48% Add +3.0% 12,810 $2.0M
Pacific Capital Wealth Advisors, Inc. 0.37% Add +2.7% 12,799 $2.0M
Washington Trust Bank 0.20% Reduce -23.1% 12,763 $2.0M
Signet Investment Advisory Group, Inc. 1.07% Add +3.1% 12,757 $2.0M
Secured Retirement Advisors, LLC 1.55% Add +11.9% 12,752 $2.0M
Martin & Co. Inc. 0.50% Reduce -0.9% 12,721 $2.0M
PSI Advisors, LLC 0.63% Add +6.3% 12,703 $2.0M
Eads & Heald Wealth Management 0.96% Reduce -3.2% 12,680 $2.0M
Mendel Money Management 0.93% Reduce -2.5% 12,663 $2.0M
Hendershot Investments Inc. 0.28% Reduce -1.4% 12,584 $2.0M
IFG Advisory, LLC 0.13% Add +3.2% 12,565 $2.0M
Bourgeon Capital Management LLC 0.39% Add +5.5% 12,563 $2.0M
Guardian Capital LP 0.07% No change 12,554 $2.0M
InTrack Investment Management Inc 1.40% Reduce -3.4% 12,546 $2.0M
Wellington Shields & Co., LLC 0.64% No change 12,541 $2.0M
Tradewinds, LLC. 0.60% New 12,538 $2.0M
Journey Strategic Wealth LLC 0.08% Add +10.7% 12,536 $2.0M
McDaniel Terry & Co. 0.17% Reduce -4.9% 12,522 $2.0M
CNB Bank 0.94% Reduce -26.1% 12,517 $2.0M
Symmetry Partners, LLC 0.10% Reduce -11.0% 12,484 $2.0M
Hayek Kallen Investment Management 0.73% Reduce -0.1% 12,446 $1.9M
Menard Financial Group LLC 1.39% Add +36.1% 12,447 $1.9M
Criterion Capital Advisors, LLC 1.22% Add +0.5% 12,422 $1.9M
Alaethes Wealth, LLC 0.80% Add +2.1% 12,405 $1.9M
Weaver C. Barksdale & Associates, Inc. 1.84% Add +12.9% 12,387 $1.9M
Hollencrest Capital Management 0.09% Add +2.9% 12,362 $1.9M
Southland Equity Partners LLC 0.55% Add +81.1% 12,361 $1.9M
Gleason Group, Inc. 0.39% Add +1.0% 12,350 $1.9M
Fortune Financial Advisors, LLC 1.18% Reduce -6.1% 12,349 $1.9M
ICW Investment Advisors LLC 0.88% Reduce -0.9% 12,344 $1.9M
Altrafin AG 0.71% Reduce -27.4% 12,340 $1.9M
Cape Ann Savings Bank 1.19% Reduce -3.0% 12,308 $1.9M
Harfst & Associates, Inc. 0.45% Add +0.7% 12,305 $1.9M
Taurus Asset Management, LLC 0.19% Reduce -0.4% 12,303 $1.9M
TriaGen Wealth Management LLC 0.74% Add +1.2% 12,267 $1.9M
Jmac Enterprises LLC 0.34% Add +4.3% 12,265 $1.9M
Armstrong, Fleming & Moore, Inc 1.23% Add +1.1% 12,220 $1.9M
Greenfield Savings Bank 0.98% Add +0.8% 12,180 $1.9M
Delta Asset Management LLC 0.17% Add +0.2% 12,163 $1.9M
Premier Path Wealth Partners, LLC 0.32% Add +10.4% 12,117 $1.9M
Financial Management Network Inc. 0.45% Reduce -0.4% 12,234 $1.9M
Onyx Bridge Wealth Group LLC 0.31% Reduce -0.9% 12,064 $1.9M
Conning Inc. 0.07% Add +2.2% 12,043 $1.9M
Ranch Capital Advisors Inc. 0.99% Reduce -5.0% 12,042 $1.9M
Iams Wealth Management, LLC 1.03% Add +2.0% 12,036 $1.9M
Supplemental Annuity Collective Trust of NJ 0.58% No change 12,000 $1.9M
Murphy, Middleton, Hinkle & Parker, Inc. 1.09% Reduce -1.2% 11,993 $1.9M
Ascent Wealth Partners, LLC 0.27% Add +2.7% 11,981 $1.9M
Beck Mack & Oliver LLC 0.04% Add +0.3% 11,943 $1.9M
Parthenon LLC 0.24% Reduce -3.8% 11,932 $1.9M
Proquility Private Wealth Partners, LLC 0.64% Add +1.4% 11,912 $1.9M
Sawyer & Company, Inc 0.74% Add +2.4% 11,881 $1.9M
Sweet Financial Partners, LLC 0.42% Add +3.9% 11,868 $1.9M
Meiji Yasuda Life Insurance Co 0.04% Add +4.5% 11,852 $1.9M
Greenup Street Wealth Management LLC 0.44% Add +24.5% 11,847 $1.9M
Widmann Financial Services, Inc. 1.51% Add +1.6% 11,830 $1.9M
North Star Asset Management Inc. 0.09% Reduce -3.5% 11,825 $1.8M
Sompo Asset Management Co., Ltd. 0.31% Reduce -3.3% 11,820 $1.8M
Financial Engines Advisors L.L.C. 0.00% Add +14.5% 11,800 $1.8M
Girard Partners LTD. 0.17% Reduce -2.9% 11,792 $1.8M
Trivium Point Advisory, LLC 0.27% Add +4.5% 11,754 $1.8M
Secure Asset Management, LLC 0.35% Reduce -0.2% 11,751 $1.8M
Empirical Asset Management, LLC 0.69% Add +81.0% 27,199 $1.8M
Highview Capital Management LLC 0.76% Add +99.9% 11,726 $1.8M
Neumann Capital Management, LLC 0.63% Add +0.9% 11,715 $1.8M
TrueWealth Advisors, LLC 0.68% Reduce -1.1% 11,711 $1.8M
Montchanin Asset Management, LLC 1.75% Reduce -9.3% 11,704 $1.8M
Campbell & CO Investment Adviser LLC 0.15% Reduce -5.2% 11,583 $1.8M
Ignite Planners, LLC 0.44% Reduce -1.7% 11,736 $1.8M
Blackhill Capital Inc. 0.11% No change 11,550 $1.8M
Mitchell & Pahl Private Wealth, LLC 0.95% Add +0.0% 11,545 $1.8M
Gradient Capital Advisors, LLC 0.65% Reduce -0.2% 11,542 $1.8M
ORG Partners LLC 0.22% Add +1113.8% 11,519 $1.8M
New Hampshire Trust 0.41% Reduce -14.2% 11,512 $1.8M
AAFMAA Wealth Management & Trust LLC 0.89% Add +8.0% 11,509 $1.8M
Kenora Financial, LLC 0.75% Add +4.7% 11,489 $1.8M
Centennial Bank 0.88% Reduce -0.3% 11,446 $1.8M
Harvey Investment Co. LLC 0.21% No change 11,442 $1.8M
West Paces Advisors Inc. 0.47% Add +1.8% 11,421 $1.8M
Summit Financial, LLC 0.08% Add +63.6% 11,421 $1.8M
Vantage Financial Partners Ltd., Inc. 0.44% Add +1.8% 11,400 $1.8M
Piscataqua Savings Bank 1.58% No change 11,372 $1.8M
Pinnacle Bancorp, Inc. 0.52% Add +0.8% 11,362 $1.8M
Sage Mountain Advisors LLC 0.16% Add +6.6% 11,347 $1.8M
Claro Advisors Inc. 0.28% Add +9.8% 11,347 $1.8M
Blackhawk Capital Partners, LLC 1.07% Reduce -2.7% 11,336 $1.8M
Ledyard National Bank 0.17% Reduce -3.2% 11,336 $1.8M
KG Capital Management 0.61% Add +6.2% 11,271 $1.8M
Atlas Private Wealth Advisors 0.29% Add +105.6% 11,297 $1.8M
Northside Capital Management, LLC 0.30% No change 11,282 $1.8M
Osborne Partners Capital Management, LLC 0.11% Reduce -0.6% 11,271 $1.8M
Kowal Investment Group, LLC 0.35% Add +2.8% 11,250 $1.8M
Gibson Wealth Advisors LLC 1.65% Add +0.7% 11,248 $1.8M
Per Stirling Capital Management, LLC. 0.28% Add +0.3% 11,233 $1.8M
Gen-Wealth Partners Inc 0.85% Add +1.4% 11,206 $1.8M
Godshalk Welsh Capital Management, Inc. 1.17% Reduce -0.9% 11,188 $1.8M
Autumn Glory Partners, LLC 0.89% Reduce -4.5% 11,188 $1.8M
FinTrust Capital Advisors, LLC 0.32% Add +9.7% 11,163 $1.7M
Walker Asset Management, LLC 1.17% Reduce -1.8% 11,147 $1.7M
AdvisorNet Financial, Inc 0.16% Reduce -0.9% 11,112 $1.7M
Clearview Wealth Advisors LLC 1.52% Reduce -2.0% 11,109 $1.7M
Oxbow Advisors, LLC 0.21% Reduce -5.8% 11,106 $1.7M
Mechanics Financial Corp 0.89% Add +1.4% 11,084 $1.7M
Prostatis Group LLC 0.61% Reduce -0.6% 10,972 $1.7M
M. Kraus & Co 0.53% Add +0.4% 11,083 $1.7M
Archer Investment Corp 0.51% Add +3.9% 11,080 $1.7M
Morningstar Investment Management LLC 0.18% Add +12.9% 11,079 $1.7M
LVW Advisors, LLC 0.26% Add +6.2% 11,076 $1.7M
Wealthspire Retirement, LLC 0.15% Reduce -6.3% 11,072 $1.7M
Covenant Asset Management, LLC 0.39% Add +1.9% 11,039 $1.7M
Nicolet Bankshares Inc. 0.36% Reduce -0.6% 11,030 $1.7M
Wambolt & Associates, LLC 0.50% Add +6.4% 11,011 $1.7M
Ruffer LLP 0.07% Reduce -50.0% 11,000 $1.7M
Forza Wealth Management, LLC 0.88% Add +0.5% 10,957 $1.7M
Main Street Research LLC 0.11% Add +0.5% 10,946 $1.7M
Rogco, LP 0.70% Add +4.0% 10,922 $1.7M
Creegan & Nassoura Financial Group, LLC 1.17% Reduce -0.9% 10,914 $1.7M
Patriot Financial Group Insurance Agency, LLC 0.25% Add +7.3% 10,906 $1.7M
Silverlake Wealth Management LLC 0.70% Add +8.8% 10,904 $1.7M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.53% New 10,902 $1.7M
Front Row Advisors LLC 0.59% Add +12.7% 10,871 $1.7M
Lodestone Wealth Management LLC 0.90% Add +0.8% 10,866 $1.7M
E Fund Management Co., Ltd. 0.09% Add +10.9% 10,858 $1.7M
Aries Wealth Management 0.54% Add +0.4% 10,855 $1.7M
Moseley Investment Management Inc. 0.78% Add +1.3% 10,796 $1.7M
Two Sigma Investments, LP 0.00% Reduce -65.1% 10,767 $1.7M
Capital Advantage, Inc. 0.34% Reduce -0.2% 10,907 $1.7M
Meeder Asset Management Inc. 0.12% Reduce -74.2% 10,685 $1.7M
Infrastructure Capital Advisors, LLC 0.26% Reduce -1.2% 10,673 $1.7M
LM Advisors LLC 0.33% Add +32.4% 10,635 $1.7M
Mosaic Financial Group, LLC 1.19% Add +4.6% 10,634 $1.7M
Altus Wealth Group LLC 0.83% Reduce -0.3% 10,608 $1.7M
Pinnacle Wealth Planning Services, Inc. 0.24% Reduce -16.1% 10,604 $1.7M
Clough Capital Partners L P 0.18% Add +60.6% 10,600 $1.7M
Cypress Capital Management LLC (WY) 1.78% Reduce -5.0% 10,596 $1.7M
Blackstone Inc. 0.01% Add +11.0% 10,579 $1.7M
3Chopt Investment Partners, LLC 0.50% Add +2.3% 10,570 $1.7M
King Wealth Management Group 0.28% Add +3.5% 10,566 $1.7M
Siemens Fonds Invest GmbH 0.12% Reduce -43.9% 10,554 $1.7M
Roanoke Asset Management Corp./ NY 0.55% Reduce -2.8% 10,539 $1.6M
Eagle Wealth Strategies LLC 1.33% Add +0.2% 10,541 $1.6M
AlphaStar Capital Management, LLC 0.15% Reduce -0.5% 10,533 $1.6M
Comprehensive Financial Consultants Institutional, Inc. 0.65% Add +5.8% 10,531 $1.6M
Archford Capital Strategies, LLC 0.27% Reduce -1.1% 10,527 $1.6M
Defender Capital, LLC. 0.56% Add +162.8% 10,514 $1.6M
Cunning Capital Partners, LP 0.92% No change 10,495 $1.6M
Wellington Shields Capital Management, LLC 0.30% Reduce -0.1% 10,493 $1.6M
Doheny Asset Management 1.17% Reduce -0.1% 10,491 $1.6M
Garrison Point Advisors, LLC 1.08% Reduce -0.9% 10,486 $1.6M
Wintrust Investments LLC 0.13% Add +4.2% 10,484 $1.6M
Heritage Wealth Advisors 0.07% Reduce -2.7% 10,451 $1.6M
Sfmg, LLC 0.14% Reduce -45.0% 10,448 $1.6M
Hardy Reed LLC 0.16% New 10,424 $1.6M
Trust Investment Advisors 1.04% Add +0.5% 10,418 $1.6M
Tompkins Financial Corp. 0.17% Reduce -0.6% 10,402 $1.6M
Peregrine Asset Advisers, Inc. 0.64% Reduce -63.7% 10,352 $1.6M
Broadwater Capital Management LLC 1.25% No change 10,341 $1.6M
Harbor Advisory Corp. 0.56% Add +688.0% 10,307 $1.6M
Fourpath Capital Management, LLC 1.19% Add +11.0% 10,303 $1.6M
Plancorp, LLC 0.07% Add +0.7% 10,266 $1.6M
Edmond DE Rothschild Holding S.A. 0.03% Reduce -37.8% 10,264 $1.6M
True North Advisors, LLC 0.43% Add +1.2% 10,255 $1.6M
Plante Moran Financial Advisors, LLC 0.16% Reduce -0.6% 10,245 $1.6M
Tevis Investment Management 1.29% Add +12.8% 10,243 $1.6M
Avestar Capital, LLC 0.18% Add +16.9% 10,230 $1.6M
Miller Investment Management, LP 0.19% No change 10,220 $1.6M
Old Second National Bank of Aurora 0.41% Reduce -3.9% 10,218 $1.6M
Baldwin Investment Management, LLC 0.22% Add +2.3% 10,216 $1.6M
Aspen Investment Management Inc 0.80% Reduce -0.4% 10,206 $1.6M
Bank & Trust Co 1.36% — 10,200 $1.6M
Pure Financial Advisors, LLC 0.04% Reduce -1.2% 10,194 $1.6M
Peoples Bank 1.24% Add +4.0% 10,178 $1.6M
Correct Capital Wealth Management 0.37% Add +17.6% 10,174 $1.6M
RBA Wealth Management, LLC 0.63% Reduce -3.5% 10,059 $1.6M
Aire Advisors, LLC 0.36% Reduce -16.0% 10,042 $1.6M
Oak Hill Wealth Advisors, LLC 0.48% — 10,031 $1.6M
Strong Tower Advisory Services 0.51% Add +21.4% 10,020 $1.6M
Kanen Wealth Management LLC 0.97% New 10,000 $1.6M
Barbara Oil Co. 0.68% No change 10,000 $1.6M
Mirabella Financial Services LLP 0.13% Add +480.2% 9,968 $1.6M
Oxford Wealth Group, LLC 1.07% Add +46.4% 9,966 $1.6M
DF Dent & Co. Inc. 0.02% Reduce -1.1% 9,960 $1.6M
Precedent Wealth Partners, LLC 0.63% Add +4.8% 9,927 $1.6M
Athena Investment Management 0.94% Reduce -0.7% 9,893 $1.5M
Cravens & Co Advisors, LLC 1.15% Add +1.9% 9,881 $1.5M
Hamilton Capital, LLC 0.12% Reduce -4.0% 9,872 $1.5M
Embree Financial Group 0.30% Add +3.5% 9,859 $1.5M
DB Fitzpatrick & Co, Inc 1.41% Reduce -0.2% 9,732 $1.5M
Access Financial Services, Inc. 0.69% Reduce -16.1% 9,726 $1.5M
Fishman Jay A Ltd. 0.16% Reduce -2.5% 9,698 $1.5M
First National Bank of Mount Dora, Trust Investment Services 0.37% Reduce -23.4% 9,691 $1.5M
Parkside Investments, LLC 0.24% Reduce -1.2% 9,676 $1.5M
Bison Wealth, LLC 0.24% No change 9,541 $1.5M
Shulman DeMeo Asset Management LLC 0.39% Add +0.6% 9,617 $1.5M
Bellecapital International Ltd. 0.32% Add +195.2% 9,584 $1.5M
CORDA Investment Management, LLC. 0.12% Add +17.3% 9,553 $1.5M
Tradition Wealth Management, LLC 0.14% Add +5.2% 9,551 $1.5M
Harvest Portfolios Group Inc. 0.06% Reduce -1.3% 9,542 $1.5M
Arlington Trust Co LLC 0.35% Add +11.9% 9,494 $1.5M
Hubbell Strickland Wealth Management, LLC 0.75% Add +0.7% 9,493 $1.5M
Gladius Capital Management LP 1.48% Add +622.2% 9,483 $1.5M
TBH Global Asset Management, LLC 0.33% Reduce -5.0% 9,480 $1.5M
Cypress Wealth Services, LLC 0.33% Reduce -2.8% 9,460 $1.5M
Harrell Investment Partners, LLC 0.43% Add +6.6% 9,459 $1.5M
Front Street Capital Management, Inc. 0.28% Add +0.2% 9,453 $1.5M
Chicago Capital, LLC 0.04% Reduce -0.4% 9,454 $1.5M
Traphagen Investment Advisors LLC 0.16% Add +0.8% 9,438 $1.5M
Nicholas Wealth, LLC. 1.05% Add +21.4% 9,435 $1.5M
Fullcircle Wealth LLC 0.72% — 9,501 $1.5M
Ceeto Capital Group, LLC 0.57% No change 9,420 $1.5M
Oliver Lagore Vanvalin Investment Group 0.42% Add +12.2% 9,396 $1.5M
Farmers Trust Co. 0.30% Reduce -4.1% 9,370 $1.5M
Ausdal Financial Partners, Inc. 0.16% Reduce -0.8% 9,351 $1.5M
SevenBridge Financial Group, LLC 0.32% Reduce -1.4% 10,210 $1.5M
Nicolet Advisory Services, LLC 0.14% Add +11.0% 9,399 $1.5M
Owen LaRue, LLC 0.90% Reduce -30.6% 9,311 $1.5M
Hexagon Capital Partners LLC 0.32% Add +6.3% 9,306 $1.5M
Emfo, LLC 1.30% No change 9,304 $1.5M
Meridian Wealth Advisors, LLC 0.26% Add +24.6% 9,294 $1.5M
Mayfair Advisory Group, LLC 0.98% Reduce -0.9% 9,318 $1.4M
WBH Advisory Inc. 0.15% Add +5.8% 9,268 $1.4M
Graham Capital Management, L.P. 0.09% New 9,259 $1.4M
Dempze Nancy E 0.99% Add +58.7% 9,232 $1.4M
Cove Private Wealth, LLC 1.18% No change 9,215 $1.4M
Roof Eidam Maycock Peralta, LLC 0.39% Reduce -0.8% 9,211 $1.4M
Eight 31 Financial, LLC 1.11% Reduce -1.5% 9,211 $1.4M
BigSur Wealth Management LLC 0.44% Add +7.0% 9,200 $1.4M
TLWM 0.32% Add +1.6% 9,188 $1.4M
Etesian Wealth Advisors, Inc. 0.81% Reduce -0.5% 9,185 $1.4M
Kings Path Partners LLC 0.68% — 9,183 $1.4M
Accretive Wealth Partners, LLC 0.60% Add +5.5% 9,171 $1.4M
BOS Asset Management, LLC 0.67% Reduce -1.1% 9,158 $1.4M
Lion Street Advisors, LLC 0.53% Reduce -3.2% 9,136 $1.4M
Sax Wealth Advisors, LLC 0.14% Add +14.6% 9,130 $1.4M
Redhawk Wealth Advisors, Inc. 0.22% Reduce -5.1% 9,102 $1.4M
Adalta Capital Management LLC 0.77% No change 9,093 $1.4M
Allegheny Financial Group 0.41% Add +5.2% 9,092 $1.4M
LifePro Asset Management 1.02% Reduce -2.3% 9,061 $1.4M
Firestone Capital Management 0.39% Reduce -0.5% 9,049 $1.4M
Thrive Wealth Management, LLC 0.28% Add +1.1% 9,045 $1.4M
Annis Gardner Whiting Capital Advisors, LLC 0.40% Add +249.0% 9,043 $1.4M
Advisory Research Inc. 0.26% Reduce -1.3% 9,001 $1.4M
Needham Investment Management LLC 0.12% No change 9,000 $1.4M
SS&H Financial Advisors, Inc. 0.55% No change 8,980 $1.4M
S.A. Mason LLC 0.80% Add +4.6% 8,966 $1.4M
Waddell & Associates, LLC 0.18% Reduce -1.2% 8,966 $1.4M
Processus Wealth & Capital Management, LLC 1.16% Add +2.5% 8,933 $1.4M
Creekside Partners 0.77% — 8,894 $1.4M
Pacific Wealth Strategies Group, Inc. 1.15% Add +1.2% 8,893 $1.4M
Gallagher Fiduciary Advisors, LLC 0.31% Add +8.9% 8,884 $1.4M
Sawgrass Asset Management LLC 0.15% Add +18.8% 8,883 $1.4M
PDS Planning, Inc 0.14% Add +2.5% 8,881 $1.4M
United Community Bank 0.56% Add +2.6% 8,877 $1.4M
CVA Family Office, LLC 0.25% Reduce -1.6% 8,874 $1.4M
Ascension Asset Management LLC 0.72% Reduce -1.9% 8,850 $1.4M
BancFirst Trust & Investment Management 0.65% New 8,846 $1.4M
FRG Family Wealth Advisors LLC 0.27% Reduce -1.7% 9,647 $1.4M
Canal Capital Management, LLC 0.24% Reduce -8.9% 8,832 $1.4M
MCF Advisors LLC 0.10% Reduce -6.4% 8,830 $1.4M
Verity Asset Management, Inc. 0.54% Add +91.7% 8,792 $1.4M
Register Financial Advisors LLC 0.69% Add +0.1% 8,776 $1.4M
Castellan Group 0.65% Reduce -2.6% 8,760 $1.4M
LexAurum Advisors, LLC 0.34% Reduce -1.4% 8,756 $1.4M
Argent Advisors, Inc. 0.54% Add +1.1% 8,751 $1.4M
Corundum Group, Inc. 0.53% Add +79.7% 8,724 $1.4M
Strategic Wealth Partners, Ltd. 0.14% Add +28.4% 8,711 $1.4M
Wells Trecaso Financial Group, LLC 0.47% Reduce -2.9% 8,705 $1.4M
Legacy Bridge, LLC 0.80% Add +0.2% 8,658 $1.4M
Atlantic Edge Private Wealth Management, LLC 0.45% Reduce -0.3% 8,658 $1.4M
Mraz, Amerine & Associates, Inc. 0.28% Reduce -2.2% 8,646 $1.4M
Great Lakes Retirement, Inc. 0.18% Add +2.8% 8,630 $1.3M
Pacific Sage Partners, LLC 0.33% Reduce -3.0% 8,616 $1.3M
Kozak & Associates, Inc. 0.33% Add +1.0% 8,593 $1.3M
Boston Research & Management Inc. 0.34% Reduce -2.3% 8,608 $1.3M
Baron Wealth Management LLC 0.70% Add +13.9% 8,590 $1.3M
Convergence Financial, LLC 0.35% New 8,574 $1.3M
Sentry Investment Management LLC 0.60% Reduce -17.0% 8,572 $1.3M
Timber Creek Capital Management LLC 0.40% No change 8,561 $1.3M
Key Financial Inc 0.32% Add +6.7% 8,549 $1.3M
Seven Eight Capital, LP 0.14% New 8,532 $1.3M
1620 Investment Advisors, Inc. 1.04% Add +9.3% 8,523 $1.3M
Matrix Trust Co 0.30% Add +6.5% 8,509 $1.3M
Wrapmanager Inc. 0.37% Add +84.1% 8,505 $1.3M
Apriem Advisors 0.16% Reduce -12.7% 8,480 $1.3M
Caption Management, LLC 0.14% New 8,475 $1.3M
Larson Financial Group LLC 0.09% Add +56.4% 8,471 $1.3M
Walter & Keenan Wealth Management LLC /in/ 0.42% Add +1.0% 8,465 $1.3M
Vaughan Nelson Investment Management, L.P. 0.01% No change 8,455 $1.3M
Gilbert & Cook, Inc. 0.19% Reduce -18.6% 8,430 $1.3M
Paragon Capital Management LLC 0.71% Add +0.1% 8,429 $1.3M
Connecticut Wealth Management, LLC 0.07% Reduce -10.4% 8,413 $1.3M
Cordgrass Capital Advisors, LLC 0.41% Reduce -2.4% 8,393 $1.3M
Prudent Man Advisors, LLC 0.46% Add +3.9% 8,367 $1.3M
Everhart Financial Group, Inc. 0.34% Add +20.7% 8,364 $1.3M
Catalyst Financial Partners LLC 0.29% Add +4.2% 8,346 $1.3M
Schmidt P J Investment Management Inc. 0.24% Add +0.5% 8,344 $1.3M
West Michigan Advisors, LLC 0.41% Reduce -10.7% 8,319 $1.3M
Bedel Financial Consulting, Inc. 0.19% Add +1.4% 8,319 $1.3M
Freemont Management S.A. 0.75% Reduce -83.3% 8,300 $1.3M
LCM Capital Management Inc 0.81% Add +1.2% 8,265 $1.3M
Freedom Investment Management, Inc. 0.11% Reduce -32.8% 8,259 $1.3M
CFO4Life Group, LLC 0.24% Add +2.7% 8,234 $1.3M
Peterson Wealth Management 0.79% Add +5.8% 8,213 $1.3M
Catalyst Funds Management Pty Ltd 0.34% Reduce -2.4% 8,200 $1.3M
First County Bank 0.66% Reduce -6.3% 8,187 $1.3M
J. Safra Sarasin Holding AG 0.02% — 8,168 $1.3M
Wallace Capital Management Inc. 0.19% No change 8,164 $1.3M
Investment Partners, LTD. 0.57% Add +2.8% 8,150 $1.3M
Vista Investment Management 0.52% Add +3.4% 8,140 $1.3M
McGlone Suttner Wealth Management, Inc. 0.26% Reduce -9.6% 8,510 $1.3M
Rice Partnership, LLC 0.28% Reduce -5.8% 8,098 $1.3M
WESPAC Advisors, LLC 0.99% Reduce -27.3% 8,098 $1.3M
Brendel Financial Advisors LLC 0.81% New 8,092 $1.3M
Wealth Quarterback LLC 0.72% Reduce -0.7% 8,087 $1.3M
Dividend Assets Capital, LLC 0.26% No change 8,079 $1.3M
Enterprise Financial Services Corp 0.78% Reduce -1.6% 8,073 $1.3M
Lederer & Associates Investment Counsel 0.91% Reduce -5.8% 8,065 $1.3M
St. Johns Investment Management Company, LLC 0.60% Reduce -8.8% 8,058 $1.3M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.49% Reduce -7.7% 8,055 $1.3M
Baker Ellis Asset Management LLC 0.19% Reduce -6.4% 8,034 $1.3M
Addison Capital Co 0.54% Add +10.2% 8,005 $1.3M
Aspen Wealth Strategies, LLC 0.87% Reduce -1.7% 7,749 $1.2M
My Legacy Advisors, LLC 0.40% Reduce -1.5% 7,986 $1.2M
Calton & Associates, Inc. 0.62% Reduce -11.7% 7,956 $1.2M
Garrett Wealth Advisory Group, LLC 0.45% Add +268.4% 7,920 $1.2M
Proficio Capital Partners LLC 0.13% Add +3.9% 7,920 $1.2M
Argus Investors' Counsel, Inc. 0.76% Reduce -1.5% 7,919 $1.2M
Apeiron RIA LLC 0.38% Add +0.5% 7,912 $1.2M
Doliver Advisors, LP 0.35% Reduce -0.7% 7,912 $1.2M
Towne Trust Company, N.A 0.48% Add +10.6% 7,911 $1.2M
E&G Advisors, LLC 0.36% No change 7,904 $1.2M
Mittelman Wealth Management 0.80% Reduce -1.6% 7,890 $1.2M
Apella Capital, LLC 0.06% Add +6.5% 8,035 $1.2M
Vicus Capital 0.11% Reduce -2.9% 7,841 $1.2M
Midwest Professional Planners, LTD. 0.41% Reduce -34.6% 7,818 $1.2M
Ackerman Capital Advisors, LLC 0.32% Add +1.3% 7,807 $1.2M
Blue Fin Capital, Inc. 0.24% Reduce -0.2% 7,795 $1.2M
Court Place Advisors, LLC 0.38% Add +11.7% 7,788 $1.2M
WMS Partners, LLC 0.08% Add +4.5% 7,787 $1.2M
Ables, Iannone, Moore & Associates, Inc. 0.81% Add +0.3% 7,786 $1.2M
Wendell David Associates Inc. 0.12% No change 7,769 $1.2M
Ransom Advisory, Ltd 0.61% Add +2.0% 7,764 $1.2M
World Equity Group, Inc. 0.36% Reduce -47.9% 7,730 $1.2M
First Commonwealth Financial Corp 0.31% Reduce -6.2% 7,702 $1.2M
Reaves W H & Co. Inc. 0.04% No change 7,700 $1.2M
Westmount Partners, LLC 0.40% Add +3.6% 7,684 $1.2M
iSAM Funds (UK) Ltd 0.90% New 7,664 $1.2M
Aureus Asset Management, LLC 0.08% Add +10.9% 7,652 $1.2M
Beach Investment Counsel Inc. 0.15% Reduce -38.6% 7,649 $1.2M
Red Spruce Capital, LLC 0.56% Reduce -1.7% 7,642 $1.2M
Financial Partners Group, Inc 0.19% Reduce -1.4% 7,641 $1.2M
Retirement Planning Co of New England, Inc. 0.65% Reduce -2.7% 7,630 $1.2M
Simon Quick Advisors, LLC 0.08% Reduce -11.4% 7,609 $1.2M
1900 Wealth Management LLC 0.11% Reduce -2.3% 7,608 $1.2M
Capasso Planning Partners LLC 0.39% New 7,607 $1.2M
Wealth Management Associates, Inc. 0.56% No change 7,600 $1.2M
Capital Investment Counsel, Inc 0.18% No change 7,594 $1.2M
Fortis Group Advisors, LLC 0.24% Add +19.5% 7,589 $1.2M
Deltec Asset Management LLC 0.23% Reduce -0.7% 7,581 $1.2M
Paloma Partners Management Co 0.13% Reduce -63.0% 7,579 $1.2M
HFG Wealth Management, LLC 0.75% No change 7,564 $1.2M
Austin Private Wealth, LLC 0.13% Reduce -5.5% 7,556 $1.2M
Angeles Wealth Management, LLC 0.11% Add +35.6% 7,544 $1.2M
Waterloo Capital, L.P. 0.14% Add +4.1% 7,542 $1.2M
Accel Wealth Management 0.47% Add +11.9% 7,537 $1.2M
Wulff, Hansen & Co. 1.16% No change 7,516 $1.2M
D.B. Root & Company, LLC 0.40% Reduce -30.0% 7,513 $1.2M
Brandywine Oak Private Wealth LLC 0.12% Reduce -3.5% 7,507 $1.2M
Hilltop National Bank 0.38% Reduce -1.4% 7,496 $1.2M
ABLE Financial Group, LLC 0.42% Reduce -0.2% 7,486 $1.2M
Core Wealth Partners LLC 0.80% Add +8.0% 7,484 $1.2M
United Bank 0.58% Add +0.1% 7,466 $1.2M
Mogy Joel R Investment Counsel Inc. 0.07% Reduce -2.6% 7,443 $1.2M
Drive Wealth Management, LLC 0.31% Add +11.0% 7,432 $1.2M
Family Legacy, Inc. 0.42% Add +1.3% 7,428 $1.2M
Element Wealth, LLC 0.65% Add +2.7% 7,414 $1.2M
Indiana Trust & Investment Management Co 0.42% Add +1.6% 7,403 $1.2M
Cascade Investment Advisors, Inc. 0.78% Add +3.2% 7,402 $1.2M
Souders Financial Advisors 0.17% Reduce -26.1% 7,393 $1.2M
Schrum Private Wealth Management LLC 1.04% Reduce -0.2% 7,376 $1.2M
Citizens & Northern Corp. 0.36% Reduce -3.3% 7,362 $1.2M
OMC Financial Services LTD 0.54% Add +0.7% 7,357 $1.2M
West Branch Capital LLC 0.43% Add +9.0% 7,351 $1.1M
Kintra Wealth, LLC 0.82% Reduce -8.7% 7,347 $1.1M
Keating Investment Counselors Inc. 0.37% Reduce -10.4% 7,346 $1.1M
Advisory Alpha, LLC 0.05% Reduce -16.6% 7,343 $1.1M
Prosperity Consulting Group, LLC 0.16% Reduce -16.3% 7,329 $1.1M
Provenance Wealth Advisors, LLC 0.16% Add +1.9% 7,325 $1.1M
Chickasaw Capital Management LLC 0.05% Add +2.0% 7,318 $1.1M
Silver Oak Securities, Incorporated 0.17% Reduce -0.2% 7,320 $1.1M
First Community Trust NA 0.98% Reduce -0.2% 7,317 $1.1M
Apexium Financial, LP 0.08% Add +1.1% 7,313 $1.1M
Global Trust Asset Management, LLC 0.46% Add +1.3% 7,309 $1.1M
Money Concepts Capital Corp. 0.10% Reduce -3.7% 7,309 $1.1M
Catalina Capital Group, LLC 0.44% Add +40.6% 7,307 $1.1M
Townsend Asset Management Corp. /NC/ 0.44% Reduce -2.6% 7,306 $1.1M
Barr E S & Co. 0.07% Add +2.8% 7,297 $1.1M
Union Savings Bank 0.60% Reduce -0.8% 7,252 $1.1M
Cetera Trust Company, N.A 0.71% Reduce -8.2% 7,246 $1.1M
Emerald Advisors, LLC 0.17% Add +19.1% 7,243 $1.1M
Balboa Wealth Partners 0.30% Reduce -3.0% 7,232 $1.1M
FSM Wealth Advisors, LLC 0.38% Reduce -1.6% 7,201 $1.1M
Cadent Capital Advisors, LLC 0.46% Reduce -13.5% 7,200 $1.1M
Carson Advisory Inc. 0.79% Add +0.5% 7,189 $1.1M
Valley Brook Capital Group, Inc. 0.88% Add +0.0% 7,176 $1.1M
Brooklyn Investment Group 0.48% No change 7,053 $1.1M
A. D. Beadell Investment Counsel, Inc. 0.94% Add +4.8% 7,158 $1.1M
Covenant Partners, LLC 0.34% No change 7,142 $1.1M
L2 Asset Management, LLC 0.34% Add +6.3% 7,141 $1.1M
Collective Family Office LLC 0.33% Add +4.3% 7,140 $1.1M
Darden Wealth Group Inc 0.68% Add +8.7% 7,140 $1.1M
Stableford Capital II LLC 0.44% Reduce -45.5% 6,922 $1.1M
Dixon Fnancial Services, Inc. 0.63% Add +0.1% 7,134 $1.1M
American State Bank (Iowa) 0.71% Add +1.3% 7,134 $1.1M
L.M. Kohn & Company 0.30% Reduce -3.5% 7,117 $1.1M
M&R Capital Management Inc. 0.27% No change 7,109 $1.1M
Washington Trust Advisors, Inc. 0.10% Add +0.9% 7,109 $1.1M
Uptick Partners, LLC 0.85% No change 7,039 $1.1M
J. W. Coons Advisors, LLC 0.21% No change 7,097 $1.1M
Nemes Rush Group LLC 0.15% Reduce -10.2% 7,093 $1.1M
Eley Financial Management, Inc 0.47% Add +1.3% 7,064 $1.1M
First PREMIER Bank 0.29% Add +0.4% 7,027 $1.1M
Conservest Capital Advisors, Inc. 0.12% No change 6,973 $1.1M
Centric Wealth Management 0.32% Reduce -2.6% 6,959 $1.1M
Peak Planning Group, LLC 0.54% Add +22.1% 7,007 $1.1M
Windsor Capital Management, LLC 0.34% Reduce -1.5% 6,986 $1.1M
Sentry LLC 0.20% No change 6,967 $1.1M
PFC Capital Group, Inc. 0.54% Reduce -1.1% 6,955 $1.1M
Tectonic Advisors LLC 0.08% Add +5.9% 6,944 $1.1M
DMC Group, LLC 0.93% Reduce -3.6% 6,942 $1.1M
Phillips Wealth Planners LLC 1.14% Reduce -1.6% 6,996 $1.1M
San Luis Wealth Advisors LLC 0.26% New 6,934 $1.1M
Abbot Financial Management, Inc. 0.58% Reduce -0.1% 6,931 $1.1M
Fermata Advisors, LLC 0.25% Reduce -6.0% 6,908 $1.1M
Northwest Quadrant Wealth Management, LLC 0.27% Add +0.7% 6,895 $1.1M
Leo Wealth, LLC 0.11% Reduce -21.3% 6,892 $1.1M
Ballast Advisors LLC 0.34% Reduce -0.9% 6,885 $1.1M
Elevated Capital Advisors, LLC 0.30% New 6,881 $1.1M
Pearl River Capital, LLC 0.17% Reduce -63.0% 6,821 $1.1M
Ami Asset Management Corp. 0.06% Reduce -0.3% 6,810 $1.1M
Campion Asset Management 0.84% Reduce -0.3% 6,806 $1.1M
Canopy Partners, LLC 0.49% Reduce -0.5% 6,789 $1.1M
Plan Group Financial, LLC 0.65% Add +69.9% 6,783 $1.1M
CTC Alternative Strategies, Ltd. 0.45% New 6,773 $1.1M
Angeles Investment Advisors, LLC 0.05% Reduce -11.9% 6,769 $1.1M
Westhampton Capital, LLC 0.57% Reduce -2.0% 6,755 $1.1M
CenterStar Asset Management, LLC 1.59% New 6,751 $1.1M
Cim Investment Management Inc. 0.33% Reduce -0.8% 6,743 $1.1M
Capstone Wealth Management Group, LLC 0.69% Reduce -1.8% 6,742 $1.1M
Colonial River Investments, LLC 0.57% Reduce -14.4% 6,740 $1.1M
Aaron Wealth Advisors LLC 0.15% Add +1.8% 6,723 $1.1M
Waterway Wealth Management, LLC 0.52% Add +20.9% 6,719 $1.1M
First American Trust, FSB 0.11% Add +0.7% 6,715 $1.1M
Arcadia Investment Management Corp. 0.18% Reduce -0.1% 6,714 $1.1M
Provident Investment Management, Inc. 0.10% Add +3.0% 6,710 $1.0M
GoalVest Advisory LLC 0.34% Reduce -8.5% 6,705 $1.0M
Donald L. Hagan, LLC 0.56% Add +9.5% 6,702 $1.0M
LaSalle St. Investment Advisors, LLC 0.52% Add +82.1% 6,695 $1.0M
ERn Financial, LLC 0.17% Add +0.5% 6,687 $1.0M
MSH Capital Advisors LLC 0.35% Add +2.1% 6,683 $1.0M
Mork Capital Management, LLC 0.82% No change 6,670 $1.0M
Rather & Kittrell, Inc. 0.29% Reduce -2.7% 6,670 $1.0M
Guardian Wealth Advisors, LLC / NC 0.12% Add +1.8% 6,668 $1.0M
Curran Financial Partners, LLC 0.35% Add +2.9% 6,666 $1.0M
John G Ullman & Associates Inc. 0.16% Add +0.9% 6,662 $1.0M
RW Investment Management LLC 0.14% Reduce -2.0% 6,645 $1.0M
Gateway Advisory, LLC 0.18% Add +20.6% 6,636 $1.0M
First Interstate Bank 0.07% Add +3.5% 6,629 $1.0M
Fullerton Fund Management Co Ltd. 0.05% New 6,618 $1.0M
MBL Wealth, LLC 0.12% Reduce -15.8% 6,604 $1.0M
Millennium Capital Advisors, LLC 0.69% Add +1.2% 6,589 $1.0M
Manchester Capital Management LLC 0.12% Add +4.0% 6,564 $1.0M
Financial Management Professionals, Inc. 0.14% Add +5.5% 6,561 $1.0M
Opinicus Capital, Inc. 0.86% Add +5.3% 6,539 $1.0M
Prossimo Advisors, LLC 0.92% New 6,525 $1.0M
Am Investment Strategies LLC 0.25% Add +0.8% 6,501 $1.0M
CSS LLC 0.22% Reduce -62.1% 6,500 $1.0M
American Institute for Advanced Investment Management, LLP 0.78% Reduce -2.6% 6,481 $1.0M
RFP Financial Group LLC 0.37% Reduce -4.4% 6,471 $1.0M
Hazlett, Burt & Watson, Inc. 0.52% Add +10.5% 6,465 $1.0M
Viawealth, LLC 0.63% Add +0.0% 6,461 $1.0M
Donoghue Forlines LLC 0.29% Add +4.4% 6,440 $1.0M
Cozad Asset Management Inc. 0.10% Add +18.6% 6,427 $1.0M
IMS Capital Management 0.47% Reduce -2.0% 6,899 $998K
Impact Partnership Wealth, LLC 0.26% Add +513.2% 6,359 $995K
Barrett & Company, Inc. 0.45% Add +0.1% 6,341 $992K
Interchange Capital Partners, LLC 0.36% Add +162.2% 6,341 $992K
STAR Financial Bank 0.76% Add +2.1% 6,339 $992K
Hartford Funds Management Co LLC 0.09% Add +15.5% 6,335 $991K
Monument Capital Management 0.29% Reduce -7.0% 6,319 $988K
Point72 Europe (London) LLP 0.08% Reduce -94.4% 6,315 $988K
Cooper/Haims Advisors, LLC 0.55% Reduce -1.6% 6,314 $988K
Seamount Financial Group Inc. 0.81% Add +7.8% 6,310 $987K
Beacon Investment Advisors LLC 0.50% Add +46.7% 6,301 $986K
Sharp Wealth Advisory, LLC 0.84% Reduce -6.3% 6,289 $984K
Oarsman Capital, Inc. 0.22% Reduce -1.9% 6,278 $982K
Cable Hill Partners, LLC 0.11% New 6,278 $982K
FCG Investment Co 0.74% Add +5.2% 6,276 $982K
Ethos Financial Group, LLC 0.17% Reduce -7.0% 6,131 $980K
Thomasville National Bank 0.08% Add +4.7% 6,258 $979K
Fox Run Management, L.L.C. 0.18% New 6,255 $978K
CCG Wealth Management, LLC 0.55% Reduce -4.3% 6,209 $971K
Sendero Wealth Management, LLC 0.16% Reduce -5.3% 6,200 $970K
Moss Adams Wealth Advisors LLC 0.13% Add +14.4% 6,190 $968K
Independent Investors Inc. 0.21% Add +4.0% 6,190 $968K
Requisite Capital Management, LLC 0.22% Add +2.7% 6,189 $968K
Forte Capital LLC 0.12% Add +0.1% 6,171 $965K
Eubel Brady & Suttman Asset Management Inc. 0.15% Add +28.5% 6,168 $965K
GPS Wealth Strategies Group, LLC 0.14% Add +3.1% 6,158 $963K
Forbes J M & Co. LLP 0.10% Add +1.6% 6,156 $963K
Elgethun Capital Management 0.24% Add +0.6% 6,151 $962K
LGT Financial Advisors LLC 2.03% Reduce -52.1% 6,142 $961K
Madison Park Capital Advisors, LLC 0.80% Reduce -0.2% 6,138 $960K
Sound Income Strategies, LLC 0.07% Reduce -5.6% 6,126 $958K
Smith Anglin Financial, LLC 0.10% Add +0.7% 6,109 $956K
Nexus Investment Management ULC 0.10% Reduce -33.0% 6,100 $954K
Channel Wealth LLC 0.35% Reduce -4.2% 6,093 $953K
Weaver Consulting Group 0.33% Add +4.2% 6,085 $952K
Edgemoor Investment Advisors, Inc. 0.09% Add +1.7% 6,064 $949K
Wolverine Trading, LLC 0.02% Reduce -94.2% 6,055 $947K
Scissortail Wealth Management, LLC 0.24% Reduce -0.1% 6,045 $946K
Semper Augustus Investments 0.17% No change 6,036 $944K
V-Square Quantitative Management LLC 0.15% Add +15.4% 6,036 $944K
Castle Wealth Management LLC 0.45% Add +7.2% 6,028 $943K
Integrated Investment Consultants, LLC 0.26% No change 5,950 $939K
Denali Advisors LLC 0.26% Reduce -1.6% 6,000 $939K
Cambridge Advisors Inc. 0.22% Add +0.1% 5,998 $938K
Allstate Corp. 0.08% Reduce -3.0% 5,993 $937K
Birinyi Associates Inc. 0.28% Reduce -18.4% 5,985 $936K
Heartland Bank & Trust Co 0.53% Add +0.4% 5,967 $933K
SOA Wealth Advisors, LLC. 0.19% Reduce -2.6% 5,964 $933K
Trek Financial, LLC 0.07% Add +12.0% 5,956 $932K
Encompass Wealth Advisors, LLC 0.25% Reduce -3.9% 5,953 $931K
Bridgewealth Advisory Group, LLC 0.41% Reduce -0.3% 5,944 $930K
Private Management Group Inc. 0.04% Reduce -9.9% 5,943 $930K
JGP Wealth Management, LLC 0.13% Reduce -0.2% 5,933 $928K
Heartwood Wealth Advisors LLC 0.11% Add +2.1% 5,924 $927K
Rosenberg Matthew Hamilton 0.27% Reduce -5.3% 5,904 $924K
Partnership Wealth Management, LLC 0.68% No change 5,900 $923K
Legacy Wealth Management, LLC / MS 0.39% No change 5,889 $921K
Klein Pavlis & Peasley Financial, Inc. 0.82% Reduce -41.9% 5,880 $920K
Sandbox Financial Partners, LLC 0.35% Reduce -10.5% 5,876 $919K
626 Financial, LLC 0.53% Reduce -5.6% 5,876 $919K
Elk River Wealth Management LLC 0.18% Reduce -2.9% 5,872 $918K
City State Bank 0.37% Reduce -3.0% 5,867 $918K
Optimum Investment Advisors 0.41% Reduce -2.0% 5,867 $918K
Keel Point, LLC 0.08% Add +1.1% 6,366 $918K
WestHill Financial Advisors, Inc. 0.22% Reduce -0.5% 5,864 $917K
Salvus Wealth Management, LLC 0.63% Reduce -3.9% 5,858 $916K
Costello Asset Management, INC 0.68% Reduce -17.4% 5,858 $916K
IAM Advisory, LLC 0.25% Reduce -0.0% 5,856 $916K
MBA Advisors LLC 0.47% Reduce -7.0% 5,855 $916K
Next Level Private LLC 0.42% Reduce -0.1% 5,844 $914K
Providence First Trust Co 0.41% No change 5,831 $912K
Shore Point Advisors, LLC 0.52% No change 5,820 $910K
Compass Ion Advisors, LLC 0.13% No change 5,757 $908K
Beirne Wealth Consulting Services, LLC 0.37% No change 5,805 $908K
Silverleafe Capital Partners, LLC 0.32% Add +0.1% 5,804 $908K
Guardian Wealth Advisors, LLC 0.59% Reduce -0.2% 5,799 $907K
Sterneck Capital Management, LLC 0.51% Add +13.1% 5,796 $907K
FWG Holdings, LLC 0.45% Add +5.6% 5,877 $906K
Jaffetilchin Investment Partners, LLC 0.08% Add +1.2% 5,777 $904K
Virtue Capital Management, LLC 0.15% Reduce -7.2% 5,850 $903K
Gibbs Wealth Management 0.37% Add +53.3% 5,772 $903K
Morningstar Investment Services LLC 0.01% Reduce -95.5% 5,771 $902K
Smithbridge Asset Management Inc. 0.19% Reduce -53.8% 5,753 $900K
Abacus Planning Group, Inc. 0.17% Reduce -2.1% 5,734 $897K
Clarity Financial LLC 0.13% Add +6.4% 5,725 $895K
Callan Family Office, LLC 0.17% Add +155.6% 5,715 $894K
PBMares Wealth Management LLC 0.22% Reduce -7.7% 5,712 $894K
SPC Financial, Inc. 0.08% Add +23.9% 5,671 $887K
Park Place Capital Corp 0.28% Reduce -29.5% 5,667 $886K
Piedmont Capital Management, LLC 0.60% No change 5,519 $886K
Signature Wealth Management Partners, LLC 0.67% Reduce -2.9% 5,650 $884K
Westover Capital Advisors, LLC 0.23% No change 5,639 $882K
Vishria Bird Financial Group, LLC 0.37% No change 5,641 $882K
Private Capital Management LLC 0.17% Add +98.2% 5,628 $880K
LBMC Investment Advisors, LLC 0.08% No change 5,627 $880K
Aprio Wealth Management, LLC 0.16% Add +104.5% 5,625 $880K
Waterfront Wealth Inc. 0.24% Reduce -5.4% 5,613 $878K
Oxford Financial Group, LTD. LLC 0.06% Add +21.5% 5,601 $876K
Trust Co of Kansas 0.46% Add +256.0% 5,596 $875K
D'Orazio & Associates, Inc. 0.13% Reduce -0.8% 5,591 $875K
New Century Financial Group, LLC 0.37% Reduce -71.2% 5,578 $873K
Merrion Investment Management Co, LLC 0.60% Reduce -17.7% 5,571 $871K
Blume Capital Management, Inc. 0.21% No change 5,570 $871K
Penney Financial, LLC 0.64% No change 5,557 $869K
Crescent Grove Advisors, LLC 0.10% Reduce -0.6% 5,543 $867K
Steph & Co. 0.30% Reduce -4.1% 5,539 $866K
Integris Wealth Management, LLC 0.25% Reduce -0.7% 5,528 $865K
Silicon Valley Capital Partners 0.12% Add +19.3% 5,525 $864K
Northern Financial Advisors Inc 0.69% Reduce -0.6% 5,512 $862K
SkyOak Wealth, LLC 0.20% Add +4.6% 5,508 $862K
Blueprint Investment Partners LLC 0.19% Add +27.3% 5,499 $860K
Gray Wealth Management Inc. 0.37% Add +0.7% 5,497 $860K
Diversified, LLC 0.10% Add +28.6% 5,490 $859K
Central Valley Advisors, LLC 0.37% Reduce -4.4% 6,720 $856K
NCM Capital Management, LLC 0.45% Reduce -0.9% 5,471 $856K
Balentine LLC 0.04% Reduce -76.6% 5,461 $854K
Bray Capital Advisors 0.21% Add +0.1% 5,459 $854K
Beaird Harris Wealth Management, LLC 0.08% Add +26.8% 5,454 $853K
Financial Synergies Wealth Advisors, Inc. 0.11% Add +4.7% 5,454 $853K
Analyst IMS Investment Management Services Ltd. 0.03% Add +21.9% 5,440 $851K
Hudson Edge Investment Partners Inc. 0.16% No change 5,431 $850K
PrairieView Partners, LLC 0.10% Add +279.4% 5,422 $848K
Lantern Wealth Advisors, LLC 0.61% Reduce -8.4% 5,420 $848K
Paragon Private Wealth Management, LLC 0.48% Reduce -3.3% 5,418 $847K
Iron Gate Global Advisors LLC 0.14% Reduce -5.8% 5,413 $847K
Alhambra Investment Management LLC 0.46% Reduce -6.6% 5,409 $846K
Crestmont Private Wealth LLC 0.41% Add +24.7% 5,405 $845K
Hardman Johnston Global Advisors LLC 0.03% No change 5,400 $845K
WFA Asset Management Corp 0.48% Add +1.0% 5,386 $842K
True Wealth Design, LLC 0.21% Add +0.5% 5,385 $842K
Perennial Advisors, LLC 0.19% Add +4.8% 5,379 $841K
Eagle Bluffs Wealth Management LLC 0.49% Add +1.9% 5,366 $839K
Islay Capital Management, LLC 0.61% Add +4.2% 5,363 $839K
Armstrong Advisory Group, Inc. 0.07% Add +14.7% 5,359 $838K
Kingfisher Capital LLC 0.20% Add +0.2% 5,358 $838K
CPA Asset Management Group, LLC 0.45% Add +0.1% 5,353 $837K
Relyea Zuckerberg Hanson LLC 0.14% Add +6.2% 5,335 $834K
PGIM Custom Harvest LLC 0.02% Reduce -2.2% 5,334 $834K
Creative Financial Designs Inc. 0.07% Add +11.3% 5,332 $834K
Motiv8 Investments LLC 0.62% Add +1.8% 5,328 $833K
First Financial Corp. 0.42% Reduce -0.8% 5,325 $833K
Legacy Wealth Asset Management, LLC 0.23% Reduce -16.8% 5,312 $831K
Wealth Dimensions Group, Ltd. 0.24% Reduce -0.6% 5,291 $828K
Barlow Wealth Partners, LLC 0.11% Add +0.0% 5,331 $827K
Cassady Schiller Wealth Management, LLC 0.34% Reduce -0.6% 5,282 $826K
Hardin Capital Partners, LLC 0.54% — 5,281 $826K
NWF Advisory Services Inc. 0.13% Add +16.8% 5,279 $826K
Samalin Investment Counsel, LLC 0.39% Reduce -8.0% 5,268 $824K
Winch Advisory Services, LLC 0.23% Add +6.2% 5,251 $821K
Mendel Capital Management LLC 0.53% Add +0.8% 5,250 $821K
Aletheian Wealth Advisors LLC 0.43% Add +5.5% 5,249 $821K
Keynote Financial Services LLC 0.69% No change 5,248 $821K
Auxano Advisors, LLC 0.23% Reduce -1.5% 5,246 $821K
Copperwynd Financial, LLC 0.27% Add +15.8% 5,110 $820K
Accredited Investors Inc. 0.05% Add +11.8% 5,238 $819K
ArrowMark Colorado Holdings LLC 0.01% No change 5,238 $819K
William B. Walkup & Associates, Inc. 0.54% — 5,234 $819K
Glen Eagle Advisors, LLC 0.15% Reduce -6.5% 5,222 $817K
Powers Advisory Group, LLC 0.45% Add +2.6% 5,218 $816K
Octavia Wealth Advisors, LLC 0.11% Add +6.1% 5,217 $816K
Tanager Wealth Management LLP 0.12% No change 5,209 $815K
Meadow Creek Wealth Advisors LLC 0.77% Add +8.7% 5,208 $815K
Hilltop Partners LLC 0.30% Add +32.4% 5,206 $814K
Cromwell Holdings LLC 0.49% — 5,195 $813K
Diamant Asset Management, Inc. 0.54% Add +10.1% 5,190 $812K
Pinion Investment Advisors, LLC 0.40% Reduce -4.6% 5,186 $811K
Concentric Capital Strategies, LP 0.05% New 5,186 $811K
Fulcrum Equity Management 0.73% Add +21.2% 5,174 $809K
Gerber Kawasaki Wealth & Investment Management 0.04% Add +0.6% 5,168 $808K
Centennial Wealth Advisory LLC 0.35% Reduce -10.5% 5,154 $806K
Fortune 45 LLC 0.61% Reduce -0.3% 5,153 $806K
Aspire Capital Advisors LLC 0.26% Reduce -0.0% 5,152 $806K
Seelaus Asset Management LLC 0.84% Reduce -1.9% 5,150 $806K
Lakeridge Wealth Management LLC 0.48% Reduce -3.7% 5,150 $806K
First Business Financial Services, Inc. 0.09% Reduce -7.6% 5,147 $805K
Edge Wealth Management LLC 0.17% Reduce -0.3% 5,146 $805K
Greenwood Gearhart LLC 0.08% Reduce -3.7% 5,145 $805K
WorthPointe, LLC 0.37% Add +0.0% 5,144 $805K
Yeomans Consulting Group, Inc. 0.31% Add +275.5% 5,140 $804K
Cross Staff Investments Inc 0.67% No change 5,139 $804K
Brandywine Trust Co. 0.13% No change 5,129 $802K
LifeSteps Financial, Inc. 0.66% No change 5,127 $802K
Consilium Wealth Advisory, LLC 0.44% Add +35.9% 5,113 $800K
Wealthquest Corp 0.09% Add +1.2% 5,104 $798K
Total Wealth Planning, LLC 0.13% Reduce -1.3% 5,060 $798K
Wedgewood Investors Inc. 0.95% — 5,101 $798K
Mosaic Family Wealth Partners, LLC 0.13% Reduce -8.6% 5,047 $789K
Beacon Capital Management, LLC 0.15% Add +3.3% 5,039 $788K
Aviso Wealth Management 0.47% Reduce -23.6% 5,037 $788K
Nichols & Pratt Advisers LLP 0.05% No change 5,027 $786K
Retirement Guys Formula LLC 0.38% Add +8.1% 5,023 $786K
Addison Advisors LLC 0.25% Add +2.8% 5,014 $784K
Regatta Capital Group, LLC 0.17% Reduce -5.5% 5,004 $783K
Scientech Research LLC 0.16% Add +132.3% 5,003 $783K
Opus Investment Management Inc. 0.51% No change 5,000 $782K
American Assets Inc. 0.29% No change 5,000 $782K
Hoey Investments, Inc. 0.15% Reduce -10.1% 4,998 $782K
W Advisors, LLC 0.51% Reduce -10.7% 4,985 $780K
Smallwood Wealth Investment Management, LLC 0.60% Add +3.3% 4,965 $777K
Chesapeake Asset Management LLC 0.74% Reduce -5.3% 4,961 $776K
Callan Capital, LLC 0.06% Add +105.3% 4,953 $775K
Chapman Investment Management, LLC 0.59% Reduce -3.2% 4,951 $774K
Baker Tilly Wealth Management, LLC 0.32% Reduce -55.2% 4,929 $771K
SeaBridge Investment Advisors LLC 0.20% Reduce -50.6% 4,924 $770K
Fca Corp. 0.25% Add +0.7% 4,907 $768K
Sterling Wealth Management, Inc. 0.36% Reduce -1.5% 4,907 $768K
Sierra Capital LLC 0.10% No change 4,905 $767K
Atwood & Palmer Inc. 0.06% Reduce -2.0% 4,903 $767K
Bank of Marin 0.66% Add +9.1% 4,898 $766K
Central Bank & Trust Co. 0.11% Reduce -25.7% 4,884 $764K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Reduce -11.2% 4,883 $764K
Hutner Capital Management Inc. 0.42% Add +11.4% 4,875 $763K
Consolidated Portfolio Review Corp 0.18% Add +188.0% 4,873 $762K
Cedrus LLC 0.38% Add +17.9% 4,866 $761K
Aviso Financial Inc. 0.04% — 4,851 $759K
Clear Rock Advisors, LLC 0.32% No change 4,844 $758K
Kolinsky Wealth Management, LLC 0.54% Add +10.0% 4,837 $757K
Mattern Capital Management, LLC 0.10% Add +19.5% 4,837 $757K
SYSTM Wealth Solutions LLC 0.17% Reduce -53.9% 4,834 $756K
W.H. Cornerstone Investments Inc. 0.54% Add +11.7% 4,832 $756K
United Advisor Group, LLC 0.23% Add +58.6% 4,832 $756K
HTG Investment Advisors, Inc. 0.41% Add +1.0% 4,831 $756K
Advisor OS, LLC 0.08% Reduce -10.2% 4,821 $754K
Paulson Wealth Management Inc. 0.22% Reduce -1.6% 4,821 $754K
James Hambro & Partners LLP 0.04% Reduce -1.6% 4,817 $753K
Veracity Capital LLC 0.31% Reduce -5.6% 4,816 $753K
Semmax Financial Advisors Inc. 0.23% Add +21.8% 5,209 $751K
SCP Investment, LP 0.48% No change 4,800 $751K
Adero Partners, LLC 0.05% Add +5.2% 4,790 $749K
Zullo Investment Group, Inc. 0.33% Add +5.4% 4,775 $747K
Moulton Wealth Management, Inc. 0.68% No change 4,846 $745K
Cottonwood Capital Advisors, LLC 0.58% Reduce -2.7% 4,871 $745K
Sprinkle Financial Consultants LLC 0.59% Reduce -3.1% 4,763 $745K
Safeguard Investment Advisory Group, LLC 0.23% Add +1.2% 4,744 $742K
Elite Wealth Management, Inc. 0.16% No change 4,737 $741K
Advus Financial Partners, LLC 0.23% Reduce -1.0% 4,727 $739K
Appleton Partners Inc. 0.06% Reduce -6.2% 4,709 $737K
Prairie Wealth Advisors, Inc. 0.37% Reduce -13.8% 4,709 $737K
Alta Advisers Ltd 0.35% No change 4,700 $735K
Eldridge Investment Advisors, Inc. 0.19% Add +0.2% 4,700 $735K
AlphaQ Advisors LLC 2.17% Reduce -14.8% 4,690 $734K
BOK Financial Private Wealth, Inc. 0.05% No change 4,690 $734K
Ballew Advisors, Inc 0.49% Reduce -0.2% 4,639 $733K
Wayfinding Financial, LLC 0.41% Reduce -23.3% 4,688 $733K
Voya Financial Advisors, Inc. 0.08% Reduce -37.6% 4,685 $732K
Mainsail Financial Group, LLC 0.43% Add +6.3% 4,680 $732K
Monterey Private Wealth, Inc. 0.27% Add +5.9% 4,679 $732K
First National Bank Sioux Falls 0.38% Reduce -0.9% 4,676 $731K
Hohimer Wealth Management, LLC 0.17% Reduce -1.2% 4,669 $730K
Van Den Berg Management I, Inc. 0.22% Reduce -0.0% 4,658 $729K
Merriman Wealth Management, LLC 0.03% Reduce -5.6% 4,652 $728K
Gardner Russo & Quinn 0.01% Add +0.3% 4,651 $728K
Evermay Wealth Management LLC 0.12% Add +6.8% 4,647 $727K
Seneca House Advisors 0.32% Add +0.0% 4,645 $727K
Stevens Capital Management LP 0.25% Reduce -60.5% 4,634 $725K
Coastwise Capital Group, LLC 0.70% Add +5.2% 4,632 $724K
Jackson, Grant Investment Advisers, Inc. 0.29% Reduce -10.6% 4,626 $724K
First Western Trust Bank 0.03% Reduce -9.1% 4,617 $722K
General Partner, Inc. 0.46% Add +0.4% 4,610 $721K
Cornerstone National Bank & Trust Co 0.35% Add +6.6% 4,596 $719K
Opus Capital Group, LLC 0.10% Reduce -3.8% 4,592 $718K
NFSG Corp 0.27% Reduce -4.5% 4,585 $717K
Summit Global Investments 0.05% Reduce -75.5% 4,587 $717K
Vantage Consulting Group Inc 0.53% Reduce -3.8% 4,577 $716K
Saranac Partners Ltd 0.42% Reduce -13.6% 4,566 $714K
Sterling Financial Group, Inc. 0.32% No change 4,561 $713K
Lynx Investment Advisory 0.53% — 4,560 $713K
JB Capital LLC 0.04% Reduce -8.6% 4,557 $713K
Ontario Teachers Pension Plan Board 0.01% New 4,551 $712K
Elevatus Welath Management 0.27% Add +31.2% 4,549 $712K
Pingora Partners LLC 0.50% Reduce -6.2% 4,548 $711K
Aberdeen Wealth Management LLC 0.48% Reduce -24.8% 4,542 $710K
CYBER HORNET ETFs LLC 0.77% Add +1.7% 4,539 $710K
Well Done, LLC 0.15% Add +2.3% 4,533 $709K
Householder Group Estate & Retirement Specialist, LLC 0.20% Add +89.3% 4,533 $709K
Talisman Wealth Advisors LLC 0.82% Add +2.5% 4,527 $708K
Ellis Investment Partners, LLC 0.15% Reduce -0.2% 4,525 $708K
Fidelity D & D Bancorp Inc. 0.54% No change 4,522 $707K
LJI Wealth Management, LLC 0.16% Reduce -2.2% 4,518 $707K
SOL Capital Management CO 0.08% Add +20.9% 4,514 $706K
Hibernia Wealth Partners, LLC 0.25% Add +165.6% 4,501 $704K
CM Wealth Advisors LLC 0.33% Reduce -13.9% 4,500 $704K
Fortitude Advisory Group L.L.C. 0.42% Reduce -5.0% 4,497 $703K
Royal Fund Management, LLC 0.09% Reduce -27.8% 4,490 $703K
Howard Capital Management Group, LLC 0.05% Add +4.1% 4,492 $703K
Bremer Bank National Association 0.14% Reduce -7.1% 4,486 $702K
McElhenny Sheffield Capital Management, LLC 0.24% Add +0.2% 4,482 $701K
Constitution Capital LLC 0.37% Add +80.8% 4,476 $700K
Affinity Capital Advisors, LLC 0.15% Add +17.7% 4,474 $700K
Horan Securities, Inc. 0.30% Add +43.8% 4,473 $700K
Act Wealth Management, LLC 0.34% Add +4.0% 4,470 $699K
Versant Capital Management, Inc 0.18% Add +8.9% 4,463 $698K
Regent Peak Wealth Advisors LLC 0.16% Add +2.5% 4,460 $698K
St. Louis Trust Co 0.11% Reduce -1.6% 4,459 $697K
KRS Capital Management, LLC 0.52% Reduce -6.2% 4,458 $697K
Northwest Bank & Trust Co 0.58% Add +0.1% 4,440 $694K
Hummer Financial Advisory Services Inc 0.60% Reduce -5.3% 4,433 $693K
Hanson & Doremus Investment Management 0.12% Add +5.8% 4,431 $693K
First Heartland Consultants, Inc. 0.07% Add +0.2% 4,425 $692K
Coastal Bridge Advisors, LLC 0.17% Reduce -16.3% 4,416 $691K
Sheets Smith Wealth Management 0.08% Reduce -1.8% 4,412 $690K
Cherry Creek Investment Advisors, Inc. 0.36% Reduce -6.5% 4,400 $688K
Faithward Advisors, LLC 0.12% Add +6.1% 4,396 $688K
Stiles Financial Services Inc 0.26% Reduce -3.9% 4,392 $687K
Genesee Capital Advisors, LLC 0.34% Add +1.8% 4,385 $686K
Orrstown Financial Services Inc. 0.36% Add +2.1% 4,384 $686K
Defined Wealth Management, LLC 0.48% Add +1.1% 4,383 $686K
Atticus Wealth Management, LLC 0.22% Reduce -0.3% 4,382 $685K
Ironsides Asset Advisors, LLC 0.23% Add +0.2% 4,381 $685K
Gemmer Asset Management LLC 0.07% Add +8.6% 4,376 $684K
Harbor Advisors LLC 0.13% No change 4,372 $684K
AF Advisors, Inc. 0.13% No change 4,370 $684K
HBW Advisory Services LLC 0.11% Add +3.4% 4,359 $682K
FMB Wealth Management 0.52% Reduce -0.1% 4,344 $679K
Advisory Resource Group 0.15% Reduce -3.0% 4,340 $679K
Alpha Family Trust 0.40% No change 4,330 $677K
Carderock Capital Management Inc. 0.18% No change 4,307 $674K
LongView Wealth Management 0.25% Reduce -14.1% 4,305 $673K
J. L. Bainbridge & Co., Inc. 0.07% Reduce -3.8% 4,302 $673K
Winthrop Advisory Group LLC 0.09% Add +7.9% 4,301 $673K
Ruggaard & Associates LLC 0.31% Add +0.1% 4,301 $673K
Security National Bank 0.10% No change 4,290 $671K
Fusion Capital, LLC 0.31% Reduce -17.8% 4,286 $670K
CWS Financial Advisors, LLC 0.26% Reduce -22.9% 4,281 $670K
McRae Capital Management Inc. 0.15% No change 4,271 $668K
Ellevest, Inc. 0.04% New 4,270 $668K
Glass Jacobson Investment Advisors llc 0.24% Add +0.1% 4,268 $668K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.25% No change 4,266 $667K
JNBA Financial Advisors 0.07% No change 4,260 $666K
Kapstone Financial Advisors LLC 0.44% Reduce -1.0% 4,255 $666K
Fiduciary Family Office, LLC 0.26% Reduce -0.7% 4,249 $665K
Sutton Place Investors LLC 0.44% Reduce -74.3% 4,249 $665K
Phoenix Wealth Advisors 0.33% Add +156.7% 4,243 $664K
Nova R Wealth, Inc. 0.34% Add +0.8% 4,243 $664K
Operose Advisors LLC 0.23% Reduce -5.0% 4,242 $664K
Exchange Capital Management, Inc. 0.11% Reduce -2.3% 4,230 $662K
WNY Asset Management, LLC 0.09% Reduce -2.1% 4,224 $661K
Sivia Capital Partners, LLC 0.44% Add +12.5% 4,222 $660K
UNIVEST FINANCIAL Corp 0.18% Reduce -0.8% 4,219 $660K
Mill Creek Capital Advisors, LLC 0.02% Add +3.2% 4,214 $659K
Ameliora Wealth Management Ltd. 0.30% Reduce -7.2% 4,211 $659K
Leisure Capital Management 0.31% No change 4,208 $658K
Fractal Investments LLC 0.11% No change 4,200 $657K
RDA Financial Network 0.21% Add +2.0% 4,192 $656K
Arrowroot Family Office, LLC 0.42% Reduce -0.1% 4,185 $655K
Tanglewood Legacy Advisors, LLC 0.31% Reduce -8.6% 4,180 $654K
Fox Hill Wealth Management 0.40% Add +0.8% 4,180 $654K
Saxony Capital Management, LLC 0.72% Add +3.7% 4,175 $653K
Savvy Advisors, Inc. 0.21% Add +48.6% 4,166 $652K
Roberts Wealth Advisors, LLC 0.22% Add +19.6% 4,258 $651K
Institute for Wealth Management, LLC. 0.09% Reduce -1.5% 4,159 $650K
New Republic Capital, LLC 0.33% Add +11.9% 4,158 $650K
Silver Coast Investments LLC 0.27% Add +3.4% 4,154 $650K
Outfitters Financial LLC 0.54% Reduce -17.8% 4,148 $649K
NorthStar Asset Management LLC 0.45% Reduce -1.8% 4,138 $647K
Horan Capital Advisors, LLC. 0.23% No change 4,136 $647K
Altiora Financial Group, LLC 0.16% No change 4,130 $646K
Root Financial Partners, LLC 0.15% Reduce -2.1% 4,128 $646K
Mosley Wealth Management 0.55% Add +0.2% 4,125 $645K
Inspire Advisors, LLC 0.09% Add +1.4% 4,124 $645K
Shilanski & Associates, Inc. 0.22% Reduce -0.4% 4,119 $644K
Guinness Atkinson Asset Management Inc 0.32% Add +25.2% 4,116 $644K
Latitude Advisors, LLC 0.39% Add +0.5% 4,107 $642K
Evernest Financial Advisors, LLC 0.29% Reduce -8.1% 4,107 $642K
Ellenbecker Investment Group 0.13% Reduce -5.6% 4,103 $642K
Pointe Capital Management LLC 0.40% Reduce -0.4% 4,100 $641K
Professional Advisory Services Inc. 0.08% Reduce -1.7% 4,100 $641K
Redwood Financial Network Corp 0.54% Add +14.0% 4,095 $641K
Barry Investment Advisors, LLC 0.22% Add +0.4% 4,094 $640K
JT Stratford LLC 0.12% Reduce -0.9% 4,094 $640K
Sloy Dahl & Holst, LLC 0.13% No change 4,087 $639K
Shepherd Financial Partners LLC 0.08% Add +1.2% 4,078 $638K
Clarity Wealth Advisors, LLC 0.21% Reduce -2.9% 4,075 $637K
iA Global Asset Management Inc. 0.01% Reduce -60.6% 4,070 $637K
Abel Hall, LLC 0.45% Add +3.9% 4,068 $636K
Lazari Capital Management, Inc. 0.29% Add +23.0% 4,067 $636K
Vision Capital Management, Inc. 0.09% No change 4,066 $636K
First National Corp. /Ma/ 0.15% No change 4,061 $635K
Werba Rubin Papier Wealth Management 0.17% Add +84.4% 4,053 $634K
Custom Portfolio Group LLC 0.50% Reduce -2.4% 4,108 $632K
Red Lighthouse Investment Management, LLC 0.26% Reduce -0.1% 4,039 $632K
Carolinas Wealth Consulting LLC 0.12% Add +12.8% 4,038 $631K
Firethorn Wealth Partners, LLC 0.36% Add +7.3% 4,035 $631K
Salomon & Ludwin, LLC 0.07% Reduce -19.2% 4,031 $631K
Cornerstone Advisory, LLC 0.09% Reduce -35.7% 4,030 $630K
Capital Square, LLC 0.41% Reduce -4.3% 4,008 $629K
Greenfield Seitz Capital Management, LLC 0.23% Reduce -0.5% 4,021 $629K
Knights of Columbus Asset Advisors LLC 0.04% New 4,012 $628K
Boit C F David 0.33% No change 4,000 $626K
Laidlaw Wealth Management LLC 0.34% Reduce -1.9% 3,994 $625K
Hobbs Group Advisors, LLC 0.24% — 3,994 $625K
Klingman & Associates, LLC 0.04% Add +8.5% 3,993 $625K
Duff & Phelps Investment Management Co. 0.01% Reduce -80.3% 3,980 $623K
MGB Wealth Management, LLC 0.23% Reduce -11.2% 3,992 $621K
Janiczek Wealth Management, LLC 0.13% Reduce -6.5% 3,970 $621K
S. R. Schill & Associates 0.27% Reduce -53.0% 3,967 $621K
Cladis Investment Advisory, LLC 0.45% Reduce -1.6% 3,965 $620K
Brave Asset Management Inc. 0.16% Reduce -5.0% 3,964 $620K
Agate Pass Investment Management, LLC 0.33% Add +0.7% 3,962 $620K
HF Advisory Group, LLC 0.32% Add +15.5% 3,962 $620K
Quent Capital, LLC 0.07% Reduce -11.9% 3,956 $619K
Trillium Asset Management, LLC 0.02% No change 3,948 $618K
Bernardo Wealth Planning LLC 0.17% Add +1.0% 3,951 $618K
R.m.sincerbeaux Capital Management LLC 0.41% Reduce -11.2% 3,950 $618K
Unique Wealth Strategies, LLC 0.29% No change 3,913 $617K
Visionary Horizons, LLC 0.45% No change 3,928 $614K
Guidance Capital, Inc. 0.20% Reduce -3.3% 3,822 $613K
First Dallas Securities Inc. 0.27% Add +0.3% 3,917 $613K
Xcel Wealth Management, LLC 0.19% Add +4.5% 3,917 $613K
Summit Asset Management, LLC 0.07% Reduce -3.3% 3,906 $611K
Cornerstone Capital, Inc. 0.06% No change 3,891 $609K
Mountain Pacific Investment Advisers LLC 0.05% Reduce -15.3% 3,890 $608K
Deseret Mutual Benefit Administrators 0.28% Add +8.6% 3,867 $605K
Prosperity Financial Group, Inc. 0.38% Reduce -0.6% 3,861 $604K
Northern Capital Management, Inc. 0.40% Reduce -0.8% 3,857 $603K
Solidarity Wealth, LLC 0.18% Reduce -69.5% 3,857 $603K
Maryland Capital Advisors Inc. 0.32% No change 3,856 $603K
Berger Financial Group, Inc 0.05% Add +16.6% 3,854 $603K
Smith Thornton Advisors LLC 0.44% — 3,851 $602K
Clare Market Investments LLC 0.17% Add +0.6% 3,848 $602K
Aspen Wealth Management LLC 0.21% Add +0.0% 3,845 $601K
Sachetta, LLC 0.26% Add +9.9% 3,769 $601K
Matthew Goff Investment Advisor, LLC 0.12% No change 3,844 $601K
Breakwater Capital Group 0.14% Add +41.8% 3,841 $601K
ICA Group Wealth Management, LLC 0.36% Reduce -77.8% 3,835 $600K
Roberts Glore & Co. Inc. 0.18% No change 3,813 $596K
Cowa, LLC 0.32% Add +8.5% 3,811 $596K
FDx Advisors, Inc. 0.16% Reduce -83.1% 3,810 $596K
Capital Market Strategies LLC 0.38% Add +5.4% 3,805 $595K
Purus Wealth Management, LLC 0.26% Add +0.8% 3,799 $594K
Strategic Financial Concepts, LLC 0.34% Add +4325.4% 258,043 $592K
Kades & Cheifetz LLC 0.37% Reduce -1.2% 3,782 $592K
Asset Advisors Investment Management, LLC 0.06% New 3,781 $591K
Sherbrooke Park Advisers LLC 0.10% Add +120.2% 3,779 $591K
Fairfield Financial Advisors, LTD 0.17% — 3,778 $591K
Teamwork Financial Advisors, LLC 0.09% Reduce -63.5% 3,774 $590K
Alera Investment Advisors, LLC 0.07% Reduce -39.8% 3,773 $590K
Granite Harbor Advisors, Inc. 0.38% Add +42.3% 3,772 $590K
Harel Insurance Investments & Financial Services Ltd. 0.01% Reduce -8.3% 3,765 $589K
Vance Wealth, LLC 0.24% Reduce -1.6% 3,764 $589K
Hyperion Partners, LLC 0.42% Add +0.5% 3,756 $587K
Kingdom Financial Group LLC. 0.40% Reduce -9.1% 3,755 $587K
Jackson Square Capital, LLC 0.14% Reduce -8.4% 3,749 $586K
Great Diamond Partners, LLC 0.14% Reduce -9.2% 3,749 $586K
America First Investment Advisors, LLC 0.14% No change 3,748 $586K
MJP Associates Inc. 0.12% Reduce -0.8% 3,746 $586K
Overbrook Management Corp 0.15% Reduce -6.6% 3,742 $585K
Schwarz Dygos Wheeler Investment Advisors LLC 0.16% Add +0.9% 3,741 $585K
Aspen Grove Capital, LLC 0.14% Add +20.2% 3,737 $585K
Rice Hall James & Associates, LLC 0.04% No change 3,737 $585K
Guardian Asset Advisors, LLC 0.43% Add +42.8% 3,731 $584K
Foster Group, Inc. 0.02% Add +6.1% 3,735 $584K
Quantum Private Wealth, LLC 0.21% Add +0.2% 3,733 $584K
TCP Asset Management, LLC 0.15% No change 3,728 $583K
Occidental Asset Management, LLC 0.10% Add +60.1% 3,727 $583K
Abacus Wealth Partners, LLC 0.10% Add +1.4% 3,723 $582K
Perritt Capital Management Inc 0.32% Add +3.2% 3,714 $581K
Riversedge Advisors, LLC 0.14% Add +0.9% 3,712 $581K
Mustard Seed Financial, LLC 0.56% No change 3,709 $580K
Strait & Sound Wealth Management LLC 0.30% Reduce -5.0% 3,701 $579K
VAUGHAN & Co SECURITIES, INC. 0.36% Add +6.3% 3,699 $579K
Sage Rhino Capital LLC 0.14% Add +2.5% 3,699 $579K
Veltria Advisors Corp. 0.21% Reduce -36.4% 3,697 $578K
Renaissance Investment Group LLC 0.13% Reduce -15.4% 3,779 $578K
Sterling Investment Counsel, LLC 0.23% Reduce -5.7% 3,690 $577K
Stonebrook Private Inc. 0.17% Reduce -30.5% 3,685 $576K
Almanack Investment Partners, LLC. 0.10% Add +0.7% 3,683 $576K
DORCHESTER WEALTH MANAGEMENT Co 0.11% Reduce -9.7% 3,680 $576K
ODonnell Financial Services, LLC 0.26% Add +5.6% 3,672 $574K
BSW Wealth Partners 0.09% Reduce -0.5% 3,671 $574K
Hara Capital LLC 0.37% No change 3,667 $574K
Oder Investment Management, LLC 0.52% Add +4.8% 3,656 $572K
FSB Premier Wealth Management, Inc. 0.26% Add +32.5% 3,654 $572K
Sterling Group Wealth Management, LLC 0.33% — 3,653 $571K
Peirce Capital Management, LLC 0.30% No change 3,652 $571K
Charter Oak Capital Management, LLC 0.06% Reduce -0.8% 3,651 $571K
Fogel Capital Management, Inc. 0.30% Add +28.1% 3,636 $569K
Goldstone Financial Group, LLC 0.11% Add +36.3% 3,635 $569K
Pacifica Partners Inc. 0.24% Add +3.9% 3,627 $568K
Charter Research & Investment Group, Inc. 0.45% No change 3,630 $568K
Oakwell Private Wealth Management, LLC 0.16% Add +138.9% 3,612 $565K
Palumbo Wealth Management LLC 0.24% Add +0.6% 3,611 $565K
McAdam, LLC 0.03% Add +3.1% 3,604 $564K
Crumly & Associates Inc. 0.16% Add +3.5% 3,602 $563K
McBroom & Associates, LLC 0.35% No change 3,597 $563K
Dopkins Wealth Management, LLC 0.34% Add +2.7% 3,595 $562K
MKT Advisors LLC 0.28% Add +5.0% 3,673 $562K
Client 1ST Advisory Group, LLC 0.24% Add +85.8% 3,588 $561K
Black Point Wealth Management 0.58% — 3,580 $560K
Avion Wealth 0.15% Add +2.3% 3,580 $560K
AA Financial Advisors, LLC 0.20% Reduce -5.7% 3,576 $559K
Olistico Wealth, LLC 0.35% No change 3,553 $556K
Lokken Investment Group LLC 0.26% Add +1.3% 3,545 $555K
Tempus Wealth Planning, LLC 0.23% Add +15.6% 3,541 $554K
Wagner Wealth Management, LLC 0.17% Add +3.1% 3,537 $553K
Amplius Wealth Advisors, LLC 0.06% Reduce -19.8% 3,530 $552K
Waypoint Wealth Partners Inc. 0.16% New 3,525 $551K
Wilson & Boucher Capital Management, LLC 0.42% Reduce -2.9% 3,524 $551K
Chemistry Wealth Management LLC 0.14% Reduce -0.4% 3,522 $551K
Strategic Advocates LLC 0.22% Reduce -41.7% 3,518 $550K
Planning Capital Management Corp 0.39% Reduce -5.3% 3,514 $550K
Vanguard Capital Wealth Advisors 0.37% Reduce -1.6% 3,509 $549K
Warther Private Wealth, LLC 0.21% Add +24.9% 3,506 $548K
Lanham O'Dell & Company, Inc. 0.31% Add +0.5% 3,506 $548K
Maia Wealth LLC 0.17% — 3,470 $548K
Harbert Fund Advisors, LLC 0.44% New 3,500 $547K
Drexel Morgan & Co. 0.12% Add +37.0% 3,500 $547K
Blodgett Wealth Advisors, LLC 0.46% Reduce -1.4% 3,492 $546K
Pacific Sun Financial Corp 0.32% No change 3,486 $545K
Quantum Financial Advisors, LLC 0.10% Add +0.6% 3,480 $544K
Caitlin John, LLC 0.40% Reduce -52.9% 3,473 $543K
Elevation Wealth Partners, LLC 0.26% Reduce -2.9% 3,469 $543K
Aljian Capital Management, LLC 0.18% Reduce -0.7% 3,465 $542K
Bruce G. Allen Investments, LLC 0.45% Add +2.8% 3,457 $541K
Birchcreek Wealth Management, LLC 0.30% Reduce -21.8% 3,456 $541K
Vertex Planning Partners, LLC 0.14% Add +2.0% 3,454 $540K
Eclectic Associates Inc. 0.24% Add +0.2% 3,448 $539K
Select Asset Management & Trust 0.21% No change 3,447 $539K
Sweeney & Michel, LLC 0.23% Add +1.0% 3,507 $537K
D L Carlson Investment Group Inc. 0.10% Reduce -3.9% 3,426 $536K
Rwwm, Inc. 0.06% Reduce -5.9% 3,426 $536K
Carmichael Hill & Associates, Inc. 0.22% Reduce -8.0% 3,413 $534K
Birchbrook, Inc. 0.32% Add +0.5% 3,410 $533K
Elmwood Wealth Management, Inc. 0.24% No change 3,407 $533K
Wela Strategies, Inc. 0.25% Add +2.0% 3,386 $530K
Stonehage Fleming Financial Services Holdings Ltd 0.01% Reduce -70.1% 3,379 $529K
Howard Financial Services, LTD. 0.09% Add +1.7% 3,375 $528K
Zhang Financial LLC 0.04% Reduce -2.6% 3,367 $527K
Tranquility Partners, LLC 0.20% Add +2.1% 3,364 $526K
Morton Capital Management LLC 0.12% Add +2.4% 3,348 $524K
Florida Financial Advisors, LLC 0.31% Reduce -15.6% 3,344 $523K
Sovereign Financial Group, Inc. 0.13% Add +1.0% 3,335 $522K
Toth Financial Advisory Corp. 0.07% Reduce -7.0% 3,335 $522K
Rock Point Advisors, LLC 0.16% Reduce -1.5% 3,334 $522K
Cary Street Partners Asset Management LLC 0.08% Add +81.9% 3,334 $522K
ROI Financial Advisors, LLC 0.38% Reduce -1.8% 3,332 $521K
Gibson Capital, LLC 0.11% No change 3,320 $519K
Commonwealth Financial Services, LLC 0.11% Add +2.9% 3,359 $518K
Successful Portfolios LLC 0.36% Reduce -22.0% 3,305 $517K
HC Advisors, LLC 0.48% Reduce -37.0% 3,302 $517K
Heritage Financial Services, LLC 0.07% Reduce -2.3% 3,294 $515K
Wescott Financial Advisory Group, LLC 0.06% Add +14.3% 3,277 $513K
Hartline Investment Corp./ 0.07% Reduce -75.5% 3,271 $512K
Spotlight Asset Group, Inc. 0.36% No change 3,265 $511K
Revolve Wealth Partners, LLC 0.08% Add +1.8% 3,263 $510K
Bordeaux Wealth Advisors LLC 0.10% Add +7.8% 3,249 $508K
Ritter Daniher Financial Advisory LLC / DE 0.16% Reduce -3.3% 3,247 $508K
HFR Wealth Management, LLC 0.13% No change 3,238 $506K
Whelan Financial 0.23% Add +5.3% 3,238 $506K
Lee Financial Co 0.08% Add +9.3% 3,236 $506K
Probity Advisors, Inc. 0.10% Reduce -0.7% 3,233 $506K
PICTET BANK & TRUST Ltd 0.52% No change 3,230 $505K
Lakewood Asset Management LLC 0.35% Add +0.3% 3,219 $504K
MinichMacGregor Wealth Management, LLC 0.12% No change 3,217 $503K
Midwest Financial Group LLC 0.32% Add +0.6% 3,214 $503K
Valley National Advisers Inc. 0.07% Reduce -2.2% 3,219 $503K
Resolute Wealth Strategies, LLC 0.29% Add +1.2% 3,202 $501K
Black Swift Group, LLC 0.12% Reduce -23.8% 3,195 $500K
Planned Solutions, Inc. 0.25% Add +11.6% 3,194 $500K
One Degree Advisors Inc 0.24% No change 3,194 $499K
Tucker Asset Management LLC 0.11% Add +15.1% 3,180 $497K
Balanced Wealth Group LLC 0.23% Add +1.1% 3,170 $496K
RTD Financial Advisors, Inc. 0.07% Add +47.2% 3,160 $494K
Key Client Fiduciary Advisors, LLC 0.25% No change 3,154 $493K
Marino, Stram & Associates LLC 0.12% Add +0.3% 3,152 $493K
TFB Advisors LLC 0.16% Add +10.5% 3,145 $492K
Total Clarity Wealth Management, Inc. 0.17% Reduce -3.8% 3,144 $492K
Heritage Oak Wealth Advisors LLC 0.26% — 3,136 $491K
River Street Advisors LLC 0.30% Add +15.3% 3,135 $490K
Summitry LLC 0.03% Reduce -2.6% 3,132 $490K
Legacy Trust 0.12% Add +6.8% 3,126 $489K
Westside Investment Management, Inc. 0.11% No change 3,124 $489K
RVW Wealth, LLC 0.05% Reduce -1.5% 3,122 $488K
Capstone Financial Advisors, Inc. 0.03% Reduce -4.4% 3,122 $488K
Tsfg, LLC 0.11% Add +7.0% 3,119 $488K
Smith Shellnut Wilson LLC 0.24% Add +3.7% 3,116 $487K
Marathon Trading Investment Management LLC 0.13% Reduce -54.9% 3,111 $487K
Prentice Wealth Management LLC 0.16% Reduce -0.5% 3,108 $486K
AdvisorShares Investments LLC 0.08% New 3,100 $485K
Better Money Decisions, LLC 0.36% Reduce -1.6% 3,099 $485K
Running Point Capital Advisors, LLC 0.20% Reduce -1.7% 3,091 $484K
Avalon Capital Management 0.15% Add +11.1% 3,091 $483K
Capstone Investment Advisors, LLC 0.02% Reduce -25.6% 3,091 $483K
BetterWealth, LLC 0.15% Add +0.7% 3,090 $483K
Tortoise Investment Management, LLC 0.06% Reduce -0.6% 3,085 $483K
Legacy Capital Group California, Inc. 0.17% Add +1.0% 3,083 $482K
Financial Network Wealth Advisors LLC 0.36% Add +3.3% 3,084 $482K
One Wealth Advisors, LLC 0.10% Reduce -1.1% 3,323 $482K
Rosenblum Silverman Sutton S F Inc. 0.13% Reduce -15.2% 3,079 $482K
American Trust 0.04% Reduce -14.1% 3,066 $480K
Crown Oak Advisors, LLC 0.27% Add +1.1% 3,064 $479K
Patrick M Sweeney & Associates, Inc. 0.39% Add +10.5% 3,060 $479K
Eagle Harbor Asset Management Inc. 0.51% Reduce -1.2% 3,046 $476K
Texas Capital Bank Wealth Management Services Inc 0.05% Add +42.0% 3,041 $476K
Sara-Bay Financial 0.19% Add +57.1% 3,034 $475K
Candriam S.C.A. 0.00% Reduce -54.0% 3,032 $474K
Gries Financial LLC 0.10% Reduce -18.0% 3,027 $473K
Destiny Wealth Partners, LLC 0.09% Add +0.2% 3,023 $473K
Barnes Pettey Financial Advisors, LLC 0.41% No change 3,023 $473K
Fortis Capital Advisors, LLC 0.17% Add +41.1% 3,019 $472K
Joule Financial, LLC 0.19% Add +5.2% 3,002 $470K
Wealth Architects, LLC 0.06% Add +2.3% 2,999 $469K
Warwick Investment Management, Inc. 0.11% Add +4.4% 2,996 $469K
Ashford Capital Management Inc. 0.06% No change 2,996 $469K
Sunpointe, LLC 0.30% Reduce -12.8% 2,988 $467K
Sugarloaf Wealth Management, LLC 0.08% Add +75.5% 2,988 $467K
Compton Financial Group, LLC 0.15% Add +0.3% 2,987 $467K
Rothschild Wealth LLC 0.15% Reduce -32.8% 2,987 $467K
Ridgewood Investments LLC 0.23% No change 2,986 $467K
Straight Path Wealth Management 0.24% Reduce -0.0% 2,982 $466K
Members Trust Co 0.01% Reduce -5.3% 2,982 $466K
BIP Wealth, LLC 0.04% Reduce -60.6% 2,980 $466K
Chatham Capital Group, Inc. 0.08% No change 2,974 $465K
Ledgewood Wealth Advisors, LLC 0.40% No change 2,968 $464K
Cabot Wealth Management Inc. 0.06% No change 2,968 $464K
Quantum Portfolio Management LLC 0.27% Add +43.6% 2,962 $463K
White Wing Wealth Management 0.37% Add +2.0% 2,961 $463K
Fortem Financial Group, LLC 0.20% Reduce -11.9% 2,956 $462K
Holistic Financial Partners 0.23% Reduce -10.6% 2,954 $462K
Tower Wealth Partners, Inc. 0.28% Reduce -21.0% 2,943 $460K
Montz Harcus Wealth Management LLC 0.30% Add +2.2% 2,943 $460K
Fiera Capital Corp 0.00% Reduce -17.9% 2,942 $460K
Red Mountain Financial, LLC 0.55% — 2,913 $456K
Strategic Financial Services, Inc. 0.03% No change 2,908 $455K
Bell Investment Advisors, Inc 0.09% Add +1.5% 2,905 $454K
Pinnacle Wealth Management Group, Inc. 0.31% No change 2,899 $453K
Amarillo National Bank 0.09% Reduce -65.9% 2,889 $452K
Ellerson Group Inc. 0.34% Reduce -12.8% 2,885 $451K
49 Wealth Management, LLC 0.09% Add +13.6% 2,883 $451K
MRA Advisory Group 0.26% Add +49.1% 2,880 $451K
Physician Wealth Advisors, Inc. 0.08% Reduce -1.4% 2,849 $449K
GFG Capital, LLC 0.12% Add +7.5% 2,867 $448K
SYM FINANCIAL Corp 0.07% Add +32.9% 2,866 $448K
Greenwich Wealth Management LLC 0.03% Reduce -3.8% 2,866 $448K
Revisor Wealth Management LLC 0.31% Reduce -40.3% 2,852 $446K
Long Run Wealth Advisors, LLC 0.11% Add +2.7% 2,838 $444K
First Personal Financial Services 0.10% No change 2,824 $442K
Sunflower Bank, N.A. 0.10% Reduce -13.3% 2,816 $440K
Emprise Bank 0.27% Reduce -32.3% 2,815 $440K
KPP Advisory Services LLC 0.12% Reduce -0.5% 2,813 $440K
Cedar Wealth Management, LLC 0.14% Add +9.6% 2,808 $439K
LRT Capital Management, LLC 0.41% New 2,792 $437K
Triad Wealth Partners, LLC 0.23% Add +20.8% 2,787 $436K
Syntax Research, Inc. 0.34% Add +2.9% 2,781 $435K
Wedge Capital Management L L P 0.01% Reduce -5.4% 2,767 $433K
CJM Wealth Advisers, Ltd. 0.16% Add +0.0% 2,761 $432K
Kathmere Capital Management, LLC 0.05% Add +6.4% 2,759 $432K
Atwater Malick LLC 0.15% No change 2,755 $431K
Fiduciary Financial Group, LLC 0.10% — 2,725 $430K
MN Wealth Advisors, LLC 0.25% Reduce -76.4% 626 $427K
Abich Financial Wealth Management LLC 0.29% Add +92.9% 2,730 $427K
Aua Capital Management, LLC 0.26% No change 2,726 $426K
Worth Financial Advisory Group, LLC 0.28% Add +9.8% 2,724 $426K
TNF LLC 0.16% Add +0.0% 2,744 $426K
Alta Wealth Advisors LLC 0.21% No change 2,720 $425K
China Universal Asset Management Co., Ltd. 0.06% Reduce -24.3% 2,718 $425K
Buckingham Capital Management, Inc. 0.05% New 2,713 $424K
Acorn Creek Capital LLC 0.25% Reduce -2.9% 2,712 $424K
Pursue Wealth Partners LLC 0.23% Reduce -21.7% 2,709 $424K
WCM Investment Management, LLC 0.00% Add +48.2% 2,711 $424K
Coordinated Financial Services, Inc. 0.37% Add +0.3% 2,708 $424K
Washburn Capital Management, Inc. 0.30% Reduce -6.6% 2,705 $423K
Ferguson Shapiro LLC 0.17% Reduce -0.1% 2,704 $423K
Blue Edge Capital, LLC 0.07% No change 2,700 $422K
Pettinga Financial Advisors LLC 0.11% Add +0.0% 2,700 $422K
Princeton Capital Management LLC 0.14% Add +1.9% 2,699 $422K
Prairie Sky Financial Group LLC 0.26% No change 2,696 $422K
Smart Money Group LLC 0.15% Reduce -0.7% 2,627 $422K
Avenir Corp. 0.04% No change 2,695 $422K
Vista Capital Partners, Inc. 0.05% Add +4.1% 2,694 $421K
DLK Investment Management, LLC 0.17% Add +22.7% 2,693 $421K
City Center Advisors, LLC 0.49% No change 2,660 $420K
Gilman Hill Asset Management, LLC 0.08% Add +52.4% 2,677 $419K
Princeton Global Asset Management LLC 0.09% No change 2,673 $418K
Lakeshore Financial Planning, Inc. 0.20% Add +12.8% 2,669 $417K
Harvest Investment Services, LLC 0.17% Reduce -7.9% 2,659 $416K
Paragon Capital Management Ltd 0.08% Reduce -46.6% 2,658 $416K
Novak & Powell Financial Services, Inc. 0.26% Add +0.1% 2,650 $415K
Phraction Management LLC 0.17% No change 2,650 $415K
Alliance Wealth Advisors, LLC 0.12% Reduce -7.7% 2,650 $415K
Taylor Hoffman Wealth Management 0.17% Add +11.2% 2,642 $414K
Private Ocean, LLC 0.04% Reduce -2.7% 2,642 $413K
Northstar Advisory Group, LLC 0.24% Add +1.0% 2,638 $413K
Geller Advisors LLC 0.03% Reduce -5.3% 2,638 $413K
Heirloom Wealth Management 0.13% Reduce -7.4% 2,637 $412K
Baron Silver Stevens Financial Advisors, LLC 0.08% Reduce -15.0% 2,636 $412K
Towercrest Capital Management 0.07% No change 2,635 $412K
Eukles Asset Management 0.18% Add +4.2% 2,631 $411K
Midwest Heritage Bank, FSB 0.21% Add +18.8% 2,630 $411K
Summit Financial Strategies, Inc. 0.05% Reduce -1.4% 2,622 $410K
Malaga Cove Capital, LLC 0.17% Reduce -0.3% 2,621 $410K
Apollon Financial, LLC 0.13% Add +0.0% 2,617 $409K
Silvant Capital Management LLC 0.02% No change 2,615 $409K
Global X Japan Co., Ltd. 0.06% Reduce -8.7% 2,605 $407K
Leonard Rickey Investment Advisors P.L.L.C. 0.10% Reduce -0.1% 2,600 $407K
MMBG Investment Advisors Co. 0.04% No change 2,600 $407K
Family Firm, Inc. 0.09% Add +0.8% 2,600 $407K
OMNI 360 Wealth, Inc. 0.31% Add +1.1% 2,598 $406K
Brogan Financial, Inc. 0.26% Add +1.3% 2,593 $406K
Parisi Gray Wealth Management 0.15% Add +4.4% 2,589 $405K
Carmel Capital Partners, LLC 0.17% Add +2.5% 2,588 $405K
Baker Boyer National Bank 0.14% Reduce -17.9% 2,588 $405K
NWK Group, Inc. 0.17% No change 2,585 $404K
Concorde Asset Management, LLC 0.25% Add +1.0% 2,579 $403K
New England Capital Financial Advisors LLC 0.22% Add +0.1% 2,572 $402K
Optivise Advisory Services LLC 0.22% — 2,571 $402K
Tiff Advisory Services, LLC 0.14% Add +90.1% 2,570 $402K
Madison Wealth Partners, Inc 0.14% Add +2.1% 2,564 $401K
Southern Capital Advisors, LLC 0.25% Reduce -4.1% 2,553 $399K
Arax Advisory Partners 0.04% Add +12.0% 2,544 $398K
Horizon Wealth Management, LLC 0.09% Reduce -80.0% 2,543 $398K
German American Bancorp, Inc. 0.05% Add +27.7% 2,534 $396K
Zega Financial, LLC 0.14% New 2,532 $396K
SRH Advisors, LLC 0.13% Reduce -0.9% 2,527 $395K
Investment Partners Asset Management, Inc. 0.35% Add +1.4% 2,514 $393K
Legacy Financial Group, Inc. 0.15% No change 2,506 $392K
GDS Wealth Management 0.04% Add +7.0% 2,503 $392K
Alan B Lancz & Associates, Inc. 0.39% — 2,499 $391K
Obsidian Cio, LLC 0.09% Add +15.8% 2,499 $391K
Manchester Financial Inc. 0.10% Add +29.2% 2,496 $390K
Lane & Associates LLC 0.23% Add +14.2% 2,495 $390K
Corus Family Wealth Advisors 0.33% No change 2,474 $390K
Roman Butler Fullerton & Co. 0.13% Reduce -0.7% 2,509 $389K
Strategic Investment Solutions, Inc. 0.13% — 3,137 $387K
RS Crum Inc. 0.10% No change 2,471 $387K
Northwest Investment Counselors, LLC 0.10% Add +9.2% 2,468 $386K
Essex LLC 0.09% Add +1.6% 2,463 $385K
Meridian Financial Advisors, LLC 0.28% No change 2,460 $385K
Lesa Sroufe & Co 0.37% No change 2,458 $384K
Paces Ferry Wealth Advisors, LLC 0.23% Add +0.3% 2,454 $384K
Prospect Financial Services LLC 0.29% Add +10.8% 2,452 $384K
Meridian Wealth Partners, LLC 0.07% Add +8.7% 2,450 $383K
Hilton Capital Management, LLC 0.03% Add +32.2% 2,443 $382K
Verum Partners LLC 0.12% Add +9.1% 2,439 $381K
Walkner Condon Financial Advisors LLC 0.08% Reduce -1.8% 2,438 $381K
Kooman & Associates 0.15% Add +28.1% 2,431 $380K
Camelot Portfolios, LLC 0.22% New 2,431 $380K
Alliance Wealth Management Group 0.11% No change 2,430 $380K
Old North State Wealth Management, LLC 0.25% Reduce -3.7% 2,426 $380K
Total Investment Management Inc. 0.05% Reduce -18.7% 2,422 $379K
Acima Private Wealth, LLC 0.14% No change 2,421 $379K
Western Financial Corp 0.23% Add +0.4% 2,420 $379K
Alliance Wealth Advisors, LLC 0.24% Add +0.8% 2,420 $378K
Archvest Wealth Advisors, Inc. 0.25% Add +21.1% 2,418 $378K
Denver Wealth Management, Inc. 0.19% Reduce -5.8% 2,415 $378K
Thrive Capital Management, LLC 0.17% Add +25.2% 2,412 $377K
Legacy Edge Advisors, LLC 0.07% Add +34.3% 2,409 $377K
Cambridge Financial Group, LLC 0.17% Add +0.5% 2,407 $377K
KOM Wealth Management Group, LLC 0.35% Add +3.7% 2,405 $376K
US Asset Management LLC 0.34% Reduce -1.6% 2,399 $375K
Kelly Financial Services LLC 0.13% Add +8.1% 2,395 $375K
Silver Lake Advisory, LLC 0.09% Add +1.1% 2,389 $374K
waypoint wealth counsel 0.29% Reduce -7.6% 2,388 $374K
Marotta Asset Management 0.08% Add +35.6% 2,380 $373K
Richardson Financial Services Inc. 0.27% Add +15.2% 2,381 $372K
Clark Financial Services Group Inc. 0.39% Reduce -40.3% 2,378 $372K
Safeguard Financial, LLC 0.10% Add +78.3% 2,377 $372K
Triune Financial Partners, LLC 0.13% Reduce -4.3% 2,375 $372K
Monograph Wealth Advisors, LLC 0.05% Reduce -22.8% 2,370 $371K
Berry Wealth Group, LP 0.30% Reduce -7.2% 2,369 $371K
Private Wealth Advisors, LLC 0.16% Add +0.1% 2,364 $370K
Arkfeld Wealth Strategies, L.L.C. 0.19% Add +0.5% 2,396 $370K
Mason & Associates Inc 0.10% Add +4.3% 2,363 $370K
Norris Perne & French LLP 0.03% Reduce -3.1% 2,361 $369K
Richwood Investment Advisors, LLC 0.32% Reduce -4.8% 2,360 $369K
True Link Financial Advisors, LLC 0.03% Add +30.5% 2,360 $369K
Benchmark Investment Advisors LLC 0.27% Reduce -24.6% 2,345 $367K
First Bancorp, Inc 0.27% Add +42.4% 2,333 $365K
Ssi Investment Management LLC 0.14% Reduce -0.1% 2,329 $364K
Garden State Investment Advisory Services LLC 0.13% Add +10.0% 2,319 $364K
Austin Wealth Management, LLC 0.09% Add +1.0% 2,343 $364K
Royal Capital Wealth Management, LLC 0.27% Add +0.5% 2,323 $363K
Shayne & Jacobs, LLC 0.10% No change 2,314 $362K
Isthmus Partners, LLC 0.04% No change 2,312 $362K
Sather Financial Group Inc 0.03% Reduce -2.5% 2,308 $361K
Financial Security Advisor, Inc. 0.12% Reduce -0.4% 2,307 $361K
Grey Fox Wealth Advisors, LLC 0.13% Add +3.3% 2,306 $361K
AAF Wealth Management, LLC 0.19% Add +0.1% 2,304 $360K
West Bancorporation Inc. 0.27% No change 2,303 $360K
Triton Wealth Management, PLLC 0.21% Add +0.0% 2,334 $360K
Castleview Partners, LLC 0.20% Add +10.6% 2,299 $360K
WESCAP Management Group, Inc. 0.10% Reduce -3.2% 2,299 $360K
ShoreHaven Wealth Partners, LLC 0.19% Add +0.9% 2,297 $359K
GEM Asset Management, LLC 0.22% Add +2.9% 2,293 $359K
O'Dell Group, LLC 0.09% No change 2,268 $358K
Hillsdale Investment Management Inc. 0.03% Add +101.3% 2,285 $357K
Weil Company, Inc. 0.13% Add +5.5% 2,281 $357K
Bowman & Co S.C. 0.21% No change 2,280 $357K
IAG Wealth Partners, LLC 0.07% Add +25.3% 2,276 $356K
Summit Wealth Group, LLC 0.11% New 2,277 $356K
Financial Advisors, LLC 0.07% Add +1.7% 2,275 $356K
Meixler Investment Management, Ltd. 0.27% Reduce -3.3% 2,266 $354K
Elser Financial Planning, Inc 0.06% — 2,260 $354K
Frisch Financial Group, Inc. 0.11% Reduce -21.1% 2,259 $353K
Indie Asset Partners, LLC 0.28% Reduce -0.3% 2,256 $353K
Instrumental Wealth, LLC 0.36% Add +3.5% 2,238 $353K
Northcape Wealth Management, LLC 0.13% Add +1.7% 2,253 $352K
Mathes Company, Inc. 0.13% New 2,250 $352K
Loomis Sayles & Co. L P 0.00% Reduce -6.4% 2,250 $352K
Kohmann Bosshard Financial Services, LLC 0.05% Reduce -12.8% 2,249 $352K
LWM Advisory Services, LLC 0.29% Reduce -10.2% 2,242 $351K
Opal Wealth Advisors, LLC 0.11% Reduce -22.9% 2,234 $349K
Crane Advisory, LLC 0.07% Reduce -5.9% 2,254 $348K
Luts & Greenleigh Group, Inc. 0.36% — 2,222 $348K
Kuhn & Co Investment Counsel 0.31% Reduce -23.0% 2,222 $348K
Wharton Business Group, LLC 0.02% No change 2,219 $347K
Blossom Wealth Management 0.76% Add +1.1% 2,218 $347K
Terra Nova Asset Management LLC 0.27% Add +0.2% 2,210 $346K
Lewis Asset Management, LLC 0.26% Add +2.5% 2,209 $345K
Yoder Wealth Management, Inc. 0.22% Add +0.1% 2,208 $345K
MeadowBrook Investment Advisors LLC 0.33% Add +399.3% 2,207 $345K
Prepared Retirement Institute LLC 0.23% No change 2,205 $345K
Ashton Thomas Securities, LLC 0.08% — 2,253 $345K
Solstein Capital, LLC 0.22% No change 2,201 $344K
Crown Wealth Group, LLC 0.17% Reduce -22.7% 2,198 $344K
Lakeside Advisors, INC. 0.22% Reduce -6.4% 2,196 $343K
Idaho Trust Co 0.18% New 2,191 $343K
Seven Mile Advisory 0.25% Reduce -18.6% 2,184 $342K
Lwmg, LLC 0.07% Add +0.6% 2,182 $341K
WFA of San Diego, LLC 0.31% — 2,179 $341K
Spinnaker Investment Group, LLC 0.09% Reduce -1.4% 2,176 $340K
JSF Financial, LLC 0.10% Add +9.6% 2,170 $339K
Matisse Capital 0.17% Add +0.1% 2,169 $339K
Aft, Forsyth & Company, Inc. 0.17% No change 2,169 $339K
Etfidea, LLC 0.11% Add +0.1% 2,168 $339K
Old North State Trust, LLC 0.29% No change 2,168 $339K
Altfest L J & Co. Inc. 0.05% Add +2.9% 2,168 $339K
Migdal Insurance & Financial Holdings Ltd. 0.01% No change 2,170 $339K
Sequent Asset Management, LLC 0.17% Add +13.1% 2,166 $339K
Power Wealth Management LLC 0.16% Reduce -38.3% 2,163 $338K
Johnson Bixby & Associates, LLC 0.06% Reduce -46.0% 2,158 $338K
Source Financial Advisors LLC 0.10% Add +4.9% 2,158 $338K
Diker Management LLC 0.29% No change 2,156 $337K
Activest Wealth Management 0.11% Add +1418.4% 2,141 $335K
Sandy Cove Advisors, LLC 0.15% Add +0.9% 2,141 $335K
Sequent Planning LLC 0.11% Reduce -6.8% 2,128 $333K
Edmonds Duncan Registered Investment Advisors, LLC 0.08% No change 2,128 $333K
Cookson Peirce & Co. Inc. 0.02% New 2,127 $333K
Partners in Financial Planning 0.07% No change 2,124 $332K
Rede Wealth, LLC 0.31% No change 2,120 $332K
Compass Financial Group, INC 0.07% Add +0.5% 2,120 $332K
Nadler Financial Group, Inc. 0.04% Reduce -5.1% 2,117 $331K
Wooster Corthell Wealth Management, Inc. 0.07% No change 2,117 $331K
New Covenant Trust Company, N.A. 0.38% Reduce -6.3% 2,078 $331K
WINTON GROUP Ltd 0.02% Reduce -63.8% 2,112 $330K
Falcon Wealth Planning 0.04% Add +3.7% 2,111 $330K
Marks Group Wealth Management, Inc 0.03% Reduce -2.0% 2,104 $329K
HHM Wealth Advisors, LLC 0.05% Add +145.8% 2,102 $329K
Wealth Advisors of Iowa, LLC 0.18% Add +0.5% 2,101 $329K
Keeler & Nadler Financial Planning & Wealth Management 0.18% Reduce -0.5% 2,100 $328K
Knightsbridge Asset Management, LLC 0.08% Reduce -1.9% 2,096 $328K
Community Bank of Raymore 0.25% No change 2,087 $326K
Financial Perspectives, Inc 0.12% No change 2,084 $326K
Point Windward Advisors Inc. 0.13% New 2,083 $326K
Shira Ridge Wealth Management 0.18% New 2,078 $325K
Smart Portfolios, LLC 0.33% Add +15.0% 2,075 $325K
Riverwater Partners LLC 0.24% Reduce -7.3% 2,071 $324K
Unionview, LLC 0.26% Add +0.9% 2,067 $323K
Syntegra Private Wealth Group, LLC 0.04% Add +0.8% 2,062 $323K
Cahill Financial Advisors Inc. 0.04% Add +3.3% 2,061 $322K
WealthTrust Asset Management, LLC 0.24% Add +0.9% 2,060 $322K
Liberty Capital Management, Inc. 0.08% Add +20.9% 2,059 $322K
Palisades Hudson Asset Management, L.P. 0.15% Reduce -7.6% 2,062 $322K
Adamsbrown Wealth Consultants LLC 0.13% Add +5.2% 2,053 $321K
Goldstein Advisors, LLC 0.05% Add +49.0% 2,052 $321K
Strategic Wealth Investment Group, LLC 0.04% — 2,047 $320K
Willner & Heller, LLC 0.31% Reduce -1.4% 2,047 $320K
Lockerman Financial Group, Inc. 0.58% Add +9.3% 2,046 $320K
Terril Brothers, Inc. 0.12% Add +8.7% 2,043 $320K
Basepoint Wealth LLC 0.25% Add +3.3% 2,040 $319K
Wetzel Investment Advisors, Inc. 0.18% Reduce -12.3% 2,023 $319K
Jacobsen Capital Management 0.14% Add +9.5% 2,039 $319K
First Citizens Financial Corp 0.19% Reduce -5.9% 2,038 $319K
IVC Wealth Advisors LLC 0.18% Reduce -0.4% 2,037 $319K
Patriot Investment Management Group, Inc. 0.02% Reduce -1.0% 2,037 $319K
Ade, LLC 0.21% Add +9.4% 2,035 $318K
Koss-Olinger Consulting, LLC 0.03% New 2,035 $318K
Financial Insights, Inc. 0.09% Reduce -35.7% 2,032 $318K
Riverview Trust Co 0.30% No change 2,031 $318K
Beddow Capital Management Inc. 0.14% Add +6.6% 2,025 $317K
Mb, Levis & Associates, LLC 0.17% Add +0.5% 2,021 $316K
Gratus Wealth Advisors, LLC 0.05% No change 1,985 $316K
Watershed Private Wealth LLC 0.13% No change 2,018 $316K
Next Capital Management LLC 0.13% Add +22.9% 2,012 $315K
Okabena Investment Services Inc. 0.10% New 2,000 $313K
Slow Capital, Inc. 0.05% No change 2,000 $313K
James J. Burns & Company, LLC 0.06% Add +5.0% 1,997 $312K
Acorn Wealth Advisors, LLC 0.15% Add +6.7% 1,984 $310K
Dynamic Wealth Strategies, LLC 0.27% Reduce -3.1% 1,984 $310K
Fortitude Family Office, LLC 0.18% Add +260.8% 1,981 $310K
Gentry Private Wealth, LLC 0.27% — 1,978 $309K
Dash Acquisitions Inc. 0.08% Reduce -0.9% 1,918 $309K
Innova Wealth Partners 0.22% Add +4.0% 1,976 $309K
Sonata Capital Group Inc. 0.16% Reduce -2.5% 1,978 $309K
Summit X, LLC 0.07% Add +18.8% 1,965 $308K
Steigerwald, Gordon & Koch Inc. 0.04% Reduce -3.1% 1,965 $307K
Heritage Wealth Management, Inc./Texas 0.19% Add +0.1% 1,962 $307K
WealthBridge Capital Management, LLC 0.10% Add +0.7% 1,957 $306K
S&T Bank 0.08% No change 1,956 $306K
Keystone Financial Services 0.13% Reduce -2.1% 1,953 $306K
Broadleaf Partners, LLC 0.07% Reduce -3.6% 1,953 $305K
Henshaw Capital LLC 0.01% No change 1,945 $304K
Texas Capital Bancshares Inc 0.12% Reduce -6.5% 1,939 $303K
McLean Asset Management Corp 0.10% Add +5.9% 1,950 $302K
Claris Advisors, LLC / Mo / 0.16% Reduce -4.0% 1,932 $302K
Arkos Global Advisors 0.05% Reduce -42.2% 1,932 $302K
AllSquare Wealth Management LLC 0.18% No change 1,928 $302K
Black Diamond Financial, LLC 0.06% New 1,923 $301K
Boomfish Wealth Group, LLC 0.19% New 1,920 $300K
Mma Asset Management LLC 0.14% Reduce -3.7% 1,920 $300K
Insight Wealth Partners, LLC 0.19% Add +8.0% 1,918 $300K
CGC Financial Services, LLC 0.13% Add +0.1% 1,914 $299K
Canvas Wealth Advisors, LLC 0.09% Add +4.5% 1,871 $299K
Security National Bank of So Dak 0.18% No change 1,906 $298K
Burt Wealth Advisors 0.08% Reduce -1.1% 1,906 $298K
Armbruster Capital Management, Inc. 0.06% Add +0.4% 1,895 $296K
Sunburst Financial Group, LLC 0.08% Reduce -3.9% 1,894 $296K
First International Bank & Trust 0.10% Reduce -2.9% 1,893 $296K
Pathway Financial Advisors LLC 0.08% No change 1,891 $296K
Osterweis Capital Management Inc. 0.02% No change 1,890 $296K
Spectrum Wealth Counsel, LLC 0.04% Reduce -3.3% 1,888 $295K
Harris Associates (Oakmark Funds) 0.00% Add +5.8% 1,886 $295K
Park Edge Advisors, LLC 0.09% Reduce -14.7% 1,885 $295K
Northwest Wealth Management, LLC 0.08% Add +5.7% 1,884 $295K
Biltmore Family Office, LLC 0.05% Add +13.9% 1,881 $294K
Franklin, Parlapiano, Turner & Welch, LLC 0.08% No change 1,880 $294K
Schorn Wealth LLC 0.11% Add +0.1% 1,880 $294K
Affinity Investment Advisors, LLC 0.22% No change 1,878 $294K
Theory Financial LLC 0.14% Reduce -1.4% 1,877 $294K
Mainsail Asset Management, LLC 0.23% No change 1,876 $293K
Leslie Global Wealth, LLC 0.17% — 1,874 $293K
Summit Wealth Partners, LLC 0.06% No change 1,874 $293K
Security National Bank of Sioux City Iowa 0.21% No change 1,873 $293K
Fi3 FINANCIAL ADVISORS, LLC 0.13% Reduce -9.2% 1,870 $292K
Signet Financial Management, LLC 0.04% Add +0.1% 1,869 $292K
Orion Investment Co 0.12% — 1,868 $292K
Insight Advisors, LLC/ PA 0.05% Reduce -8.2% 1,862 $291K
Kennedy Investment Group, Inc. 0.15% Add +8.5% 1,858 $291K
Saturna Capital Corp. 0.00% No change 1,852 $290K
BNP Paribas 0.01% Reduce -10.8% 1,848 $289K
Rovin Capital /Ut/ 0.12% Reduce -26.4% 1,847 $289K
Yarger Wealth Strategies, LLC 0.17% Add +1.5% 1,846 $289K
KKM Financial LLC 0.14% No change 1,843 $288K
Focused Wealth Management, Inc 0.04% Reduce -0.2% 1,842 $288K
Walker Financial Services, Inc. 0.23% Add +5.1% 1,840 $288K
Allegiance Financial Group Advisory Services LLC 0.11% Add +5.8% 1,839 $288K
Sierra Summit Advisors LLC 0.07% Add +13.8% 1,839 $288K
Three Seasons Wealth, LLC 0.16% Reduce -1.3% 1,835 $287K
Martel Wealth Advisors LLC 0.06% Add +7.3% 1,830 $286K
Lester Murray Antman dba SimplyRich 0.09% No change 1,832 $286K
Tidemark, LLC 0.13% Add +4.2% 1,828 $286K
Regis Acquisition Inc. 0.17% Reduce -1.1% 1,824 $285K
First Fiduciary Investment Counsel, Inc. 0.06% No change 1,823 $285K
Centered Wealth LLC dba Miller Equity Capital Advisors 0.12% No change 1,821 $285K
Ariston Services Group 0.27% Reduce -0.6% 1,820 $285K
Debussy Capital Management LP 0.08% Reduce -2.6% 1,819 $285K
Heritage Wealth Management, Inc. 0.27% Reduce -4.1% 1,812 $283K
KFG Wealth Management, LLC 0.11% No change 1,810 $283K
KWB Wealth 0.04% No change 1,791 $283K
International Private Wealth Advisors LLC 0.48% Reduce -33.3% 1,805 $282K
M3 Advisory Group, LLC 0.23% Add +6.6% 1,804 $282K
TradeLink Capital LLC 0.81% New 1,800 $282K
Kahn Brothers Group Inc. 0.05% No change 1,800 $282K
Christensen, King & Associates Investment Services, Inc. 0.14% Reduce -4.5% 1,795 $281K
BlueChip Wealth Advisors LLC 0.17% Add +4.9% 1,794 $281K
Rakuten Securities, Inc. 0.12% Add +16.1% 1,793 $280K
Transatlantique Private Wealth LLC 0.11% No change 1,793 $280K
Bigelow Investment Advisors, LLC 0.13% Reduce -0.2% 1,791 $280K
Advance Capital Management, Inc. 0.01% Reduce -16.1% 1,791 $280K
Investors Research Corp 0.07% No change 1,789 $280K
Kendall Capital Management 0.09% No change 1,788 $280K
Planning Alternatives Ltd. 0.05% Add +1.3% 1,785 $279K
Wolff Wiese Magana LLC 0.22% Add +0.6% 1,784 $279K
EWG Elevate Inc. 0.10% Add +6.5% 1,778 $278K
Tyler-Stone Wealth Management 0.11% Reduce -5.3% 1,774 $278K
Prosperity Wealth Management, Inc. 0.14% Add +24.5% 1,771 $277K
Fort, L.P. 0.71% Reduce -2.8% 1,769 $277K
Mascoma Wealth Management LLC 0.07% Add +149.4% 1,766 $276K
Worth Asset Management, LLC 0.16% Add +37.4% 1,764 $276K
Tilia Fiduciary Partners, Inc. 0.22% Reduce -5.6% 1,761 $275K
Verus Financial Partners, Inc. 0.03% Add +0.1% 1,759 $275K
Members Wealth LLC 0.18% — 1,790 $274K
Juncture Wealth Strategies, LLC 0.11% Reduce -5.1% 1,753 $274K
Aufman Associates Inc 0.19% Add +3.3% 1,748 $273K
Encompass More Asset Management 0.20% Add +5.4% 1,748 $273K
Arbor Investment Advisors, LLC 0.04% No change 1,744 $273K
Dakota Community Bank & Trust NA 1.47% No change 1,742 $272K
MV Capital Management, Inc. 0.03% Add +1.8% 1,740 $272K
Ridgepath Capital Management LLC 0.27% Add +1.0% 1,736 $272K
Rf&l Wealth Management, LLC 0.21% No change 1,725 $270K
CoreCommodity Management, LLC 0.10% No change 1,724 $270K
Rise Advisors, LLC 0.14% Add +14.3% 1,724 $270K
Bank of Nova Scotia Trust Co. 0.03% No change 1,716 $268K
FreeGulliver LLC 0.18% New 1,715 $268K
Symphony Financial Services, Inc. 0.23% — 1,201 $266K
REDW Wealth LLC 0.07% Add +2.1% 1,703 $266K
Investment Advisory Group, LLC 0.10% Reduce -4.9% 1,702 $266K
Hershey Financial Advisers, LLC 0.24% — 1,700 $266K
Sykon Capital LLC 0.10% Reduce -1.1% 1,700 $266K
Eagle Strategies LLC 0.05% Reduce -72.8% 1,700 $266K
Seneca Financial Advisors LLC 0.14% No change 1,698 $266K
Bishop & Co Investment Management, LLC 0.16% No change 1,697 $265K
Acorn Financial Advisory Services Inc. 0.05% No change 1,693 $265K
Family Investment Center, Inc. 0.08% No change 1,693 $265K
Ballast, Inc. 0.08% Add +1.6% 1,692 $265K
Stone Summit Wealth LLC 0.09% Reduce -0.4% 1,688 $264K
Founders Capital Management, LLC 0.05% Reduce -1.9% 1,680 $263K
Armstrong Henry H Associates Inc. 0.03% Add +8.3% 1,678 $262K
Strata Wealth Advisors, LLC 0.09% New 1,676 $262K
BCM Advisors, LLC 0.06% Reduce -3.4% 1,714 $262K
West Coast Financial LLC 0.03% Reduce -31.2% 1,672 $262K
Optas, LLC 0.07% Add +19.0% 1,672 $262K
Carrera Capital Advisors 0.09% — 1,662 $260K
Bluespring Wealth Management, LLC 0.03% Add +4.7% 1,661 $260K
Obsidian Personal Planning Solutions LLC 0.16% Add +0.5% 1,657 $259K
Voisard Asset Management Group, Inc. 0.13% Add +56.9% 1,654 $259K
Blue Chip Partners, LLC 0.02% Add +26.5% 1,653 $259K
Smith & Howard Wealth Management, LLC 0.08% Add +8.8% 1,653 $259K
Private Client Services, LLC 0.16% Add +0.2% 1,652 $258K
Cherrydale Wealth Management, LLC 0.11% Add +16.8% 1,651 $258K
First Wilshire Securities Management Inc. 0.08% No change 1,650 $258K
Landaas & Co. /Wi 0.08% No change 1,648 $258K
Bluesphere Advisors LLC 0.13% Add +4.7% 1,648 $258K
Kesler, Norman & Wride, LLC 0.05% Add +8.2% 1,644 $257K
Wealthstream Advisors, Inc. 0.09% Add +1.2% 1,636 $256K
Demars Financial Group, LLC 0.12% No change 1,631 $255K
Northwest Capital Management Inc 0.09% Reduce -20.2% 1,627 $254K
Capital Wealth Alliance, LLC 0.15% Add +0.1% 1,625 $254K
NDVR, Inc. 0.26% Reduce -0.8% 1,620 $253K
Carlson Capital Management 0.01% New 1,619 $253K
Strategic Investment Advisors / MI 0.03% Add +10.9% 1,617 $253K
Vawter Financial, Ltd. 0.17% No change 1,617 $253K
Naples Money Management LLC 0.22% Add +0.5% 1,614 $253K
Raub Brock Capital Management LP 0.06% Reduce -0.8% 1,615 $253K
Unique Wealth, LLC 0.07% Add +1.5% 1,613 $252K
Capital Advisors, Ltd. LLC 0.03% Add +1.4% 1,613 $252K
Payden & Rygel Investment Group 0.02% No change 1,610 $252K
Payden & Rygel 0.02% No change 1,610 $252K
Opes Wealth Management LLC 0.05% Add +4.3% 1,610 $252K
G2 Capital Management, LLC / Oh 0.08% No change 1,606 $251K
Curated Wealth Partners LLC 0.04% — 1,604 $251K
Sterling Financial Planning, Inc. 0.10% No change 1,604 $251K
Westshore Wealth, LLC 0.10% No change 1,603 $251K
Invst, LLC 0.03% Add +1.9% 1,596 $250K
Northwest Financial Advisors 0.25% Reduce -3.3% 1,594 $249K
Renasant Bank 0.17% Reduce -52.9% 1,590 $249K
Websterrogers Financial Advisors, LLC 0.09% Reduce -10.8% 1,589 $249K
VanderPol Investments L.L.C. 0.75% New 1,588 $248K
Columbus Macro, LLC 0.10% No change 1,595 $248K
Keystone Wealth Services, LLC 0.08% Add +0.6% 1,581 $247K
Longview Financial Advisors, Inc. 0.19% No change 1,579 $247K
L & S Advisors Inc 0.03% Reduce -92.5% 1,579 $247K
Anderson Hoagland & Co. 0.03% No change 1,613 $247K
One Wealth Map LLC 0.15% Reduce -1.3% 1,571 $247K
AJOVista, LLC 0.71% No change 1,573 $246K
Reliant Investment Management, LLC 0.12% New 1,569 $245K
4J Wealth Management LLC 0.20% Add +6.8% 1,562 $244K
BCGM Wealth Management, LLC 0.08% Add +0.6% 1,562 $244K
Centerpoint Advisors, LLC 0.09% Add +26.3% 1,559 $244K
Capstone Capital LLC 0.22% Reduce -10.8% 1,559 $244K
Deerfield Management Company, L.P. 0.00% New 1,559 $244K
Mitchell Capital Management Co. 0.04% New 1,558 $244K
Alpha Financial Partners LLC 0.21% Add +3.2% 1,557 $244K
Penbrook Management LLC 0.15% Reduce -10.1% 1,555 $243K
Sharkey, Howes & Javer 0.04% No change 1,555 $243K
Leverty Financial Group, LLC 0.14% No change 1,555 $243K
Fragasso Financial Advisors Inc 0.02% Add +10.2% 1,554 $243K
Braun-Bostich & Associates Inc. 0.18% Reduce -7.8% 1,554 $243K
Chesapeake Capital Corp. 0.32% New 1,553 $243K
Sage Capital Management, LLC 0.13% No change 1,550 $242K
Slocum, Gordon & Co LLP 0.18% No change 1,547 $242K
Cornerstone Advisors Asset Management, LLC 0.07% No change 1,540 $241K
Continental Investors Services, Inc. 0.54% Add +0.4% 1,539 $241K
One Charles Private Wealth Services, LLC 0.10% No change 1,535 $240K
Cascade Wealth Advisors, Inc 0.18% No change 1,524 $240K
Burns Matteson Capital Management, LLC 0.15% Reduce -1.2% 1,530 $239K
Ullmann Wealth Partners Group, LLC 0.03% Add +1.1% 1,527 $239K
Reynders McVeigh Capital Management, LLC 0.01% New 1,520 $238K
Grant/GrossMendelsohn, LLC 0.11% Add +0.1% 1,521 $238K
VitalStone Financial, LLC 0.17% Reduce -1.0% 1,516 $237K
Hofer & Associates. Inc 0.18% Add +6.0% 1,514 $237K
Meritas Wealth Management, LLC 0.17% Add +11.4% 1,507 $236K
Zimmermann Investment Management & Planning LLC 0.08% Reduce -20.1% 1,505 $235K
Stonebridge Financial Planning Group, LLC 0.12% New 1,504 $235K
Financial Planning & Information Services, Inc. 0.04% No change 1,501 $235K
First National Bank of Hutchinson 0.15% New 1,500 $235K
Atlas Capital Advisors Inc. 0.03% New 1,500 $235K
Rebalance, LLC 0.02% No change 1,500 $235K
Check Capital Management Inc. 0.02% No change 1,500 $235K
Hoxton Planning & Management, LLC 0.11% Add +1.1% 1,498 $234K
Brass Tax Wealth Management, Inc. 0.05% New 1,496 $234K
Intrepid Capital Management Inc. 0.15% New 1,492 $233K
Baader Bank Aktiengesellschaft 0.02% New 1,693 $233K
PCG Wealth Advisors, LLC 0.10% Reduce -8.9% 1,490 $233K
LifePlan Investment Advisors, Inc. 0.17% Add +2.6% 1,488 $233K
North Point Portfolio Managers Corp. 0.04% New 1,487 $233K
ForthRight Wealth Management, LLC 0.08% Add +0.3% 1,481 $232K
Kercheville Advisors, LLC 0.10% No change 1,480 $232K
EPIQ Capital Group, LLC 0.08% Add +1.0% 1,478 $231K
Interactive Financial Advisors, Inc. 0.13% No change 1,476 $231K
PFS Partners, LLC 0.15% Reduce -1.0% 1,476 $231K
Montis Financial, LLC 0.10% Reduce -7.7% 1,460 $228K
Bullseye Investment Management, LLC 0.16% Reduce -0.8% 1,579 $228K
Wade Financial Advisory, Inc 0.08% No change 1,453 $227K
Hill Island Financial LLC 0.07% No change 1,453 $227K
One Wealth Management Investment & Advisory Services, LLC 0.09% Add +7.1% 1,440 $225K
Paradiem, LLC 0.06% Reduce -7.9% 1,439 $225K
Hamilton Point Investment Advisors, LLC 0.04% No change 1,439 $225K
Trinity Financial Advisors LLC 0.10% Add +0.1% 1,438 $225K
Fernwood Investment Management, LLC 0.07% Add +1.7% 1,436 $225K
Diversified Investment Strategies, LLC 0.16% No change 1,436 $225K
Pegasus Partners Ltd. 0.02% Add +7.7% 1,434 $224K
O'Keefe Stevens Advisory, Inc. 0.07% Add +1.0% 1,431 $224K
N.E.W. Advisory Services LLC 0.02% Reduce -24.4% 1,429 $224K
Collaborative Wealth Managment Inc. 0.11% No change 1,427 $223K
Fiducient Advisors LLC 0.03% Add +2.7% 1,421 $222K
Mizuho Securities Co. Ltd. 0.52% New 1,420 $222K
Magnolia Capital Advisors LLC 0.12% New 1,418 $222K
Arista Wealth Management, LLC 0.06% New 1,413 $221K
Smith Group Asset Management, LLC 0.02% Reduce -95.9% 1,408 $220K
Arthur M. Cohen & Associates, LLC 0.04% No change 1,405 $220K
Heritage Investment Group, Inc. 0.03% No change 1,401 $219K
M Holdings Securities, Inc. 0.03% New 1,401 $219K
Sterling Investment Advisors LLC 0.13% No change 1,400 $219K
1858 Wealth Management, LLC 0.18% Add +0.4% 1,395 $218K
Covestor Ltd 0.14% Reduce -3.0% 1,393 $218K
Annandale Capital, LLC 0.05% No change 1,392 $218K
Omnia Family Wealth, LLC 0.09% Reduce -1.4% 1,392 $218K
Consilio Wealth Advisors, LLC 0.10% Add +5.5% 1,390 $217K
AIMZ Investment Advisors, LLC 0.08% Reduce -11.6% 1,384 $217K
Drucker Wealth 3.0, LLC 0.06% — 1,383 $216K
Von Berge Wealth Management Group, LLC 0.14% Reduce -26.4% 1,382 $216K
Chiron Capital Management, LLC 0.21% No change 1,378 $216K
Quad-Cities Investment Group, LLC 0.12% No change 1,377 $215K
Semus Wealth Partners LLC 0.17% Reduce -16.4% 1,374 $215K
Traveka Wealth, LLC 0.10% Reduce -19.5% 1,372 $215K
Northstar Group, Inc. 0.04% No change 1,365 $214K
Motive Wealth Advisors 0.13% Reduce -2.0% 1,362 $213K
Stephenson & Company, Inc. 0.16% Reduce -6.3% 1,360 $213K
VestGen Investment Management 0.06% New 1,359 $213K
McIlrath & Eck, LLC 0.03% Add +6.1% 1,356 $212K
Twin Lakes Capital Management, LLC 0.14% No change 1,351 $211K
Crew Capital Management, Ltd 0.17% Add +0.4% 1,348 $211K
Bensler, LLC 0.03% Add +1.1% 1,344 $210K
Beacon Bridge Wealth Partners, LLC 0.10% Reduce -29.2% 1,340 $210K
American Financial Advisors, LLC 0.03% Reduce -10.4% 1,336 $209K
Keebeck Wealth Management 0.03% Reduce -18.9% 1,335 $209K
McCarthy Asset Management, Inc. 0.12% No change 1,333 $209K
Flynn Zito Capital Management, LLC 0.11% Add +0.8% 1,329 $208K
PCA Investment Advisory Services Inc. 0.11% Reduce -1.3% 1,322 $207K
Astoria Portfolio Advisors LLC. 0.07% Reduce -7.6% 1,322 $207K
Red Wave Investments LLC 0.08% No change 1,316 $206K
Councilmark Asset Management, LLC 0.15% No change 1,315 $206K
Eagle Bay Advisors LLC 0.12% Reduce -27.0% 1,315 $206K
Financial Enhancement Group LLC 0.03% Add +5.2% 1,347 $206K
GoalFusion Wealth Management, LLC 0.13% Add +0.1% 1,314 $205K
Parkside Advisors LLC 0.05% Reduce -5.4% 1,313 $205K
Flaharty Asset Management, LLC 0.03% New 1,313 $205K
Congress Park Capital LLC 0.08% New 1,311 $205K
Intergy Private Wealth, LLC 0.08% New 1,310 $205K
Stuart Investment Advisors, Inc. 0.13% No change 1,309 $205K
Whitcomb & Hess, Inc. 0.06% Add +0.9% 1,309 $205K
Afg Fiduciary Services Limited Partnership 0.14% No change 1,302 $204K
Lavaca Capital LLC 0.11% No change 1,305 $204K
Jackson Thornton Wealth Management, LLC 0.03% Reduce -0.5% 1,305 $204K
Elite Life Management LLC 0.79% Reduce -0.5% 1,304 $204K
Blankinship & Foster, LLC 0.05% No change 1,303 $204K
Aquire Wealth Advisors, LLC 0.07% No change 1,302 $204K
Sanders Morris Harris LLC 0.03% New 1,300 $203K
Ewa, LLC 0.08% New 1,319 $203K
Jag Capital Management, LLC 0.03% Reduce -54.2% 1,299 $203K
Heritage Wealth Partners, LLC 0.29% Reduce -6.2% 1,298 $203K
Howard Wealth Management, LLC 0.16% No change 1,297 $203K
Disciplined Growth Investors Inc. 0.00% No change 1,295 $203K
WESPAC Advisors SoCal, LLC 0.05% Reduce -7.0% 1,294 $202K
Detalus Advisors, LLC 0.07% New 1,292 $202K
Cumberland Advisors Inc. 0.08% No change 1,290 $202K
Atalanta Sosnoff Capital, LLC 0.00% Reduce -11.2% 1,289 $202K
R. W. Roge & Company, Inc. 0.11% Reduce -7.2% 1,290 $201K
CKW Financial Group 0.03% Add +0.2% 1,283 $201K
Life Planning Partners, Inc 0.18% No change 1,284 $201K
WR Wealth Planners, LLC 0.06% Add +1.5% 1,283 $201K
ICONIQ Capital, LLC 0.00% New 1,282 $201K
Ground Swell Capital, LLC 0.19% New 1,280 $200K
Bay Rivers Group 0.10% New 1,280 $200K
Core Wealth Advisors, Inc. 0.07% Add +7.5% 1,279 $200K
American Money Management, LLC 0.04% No change 1,279 $200K
Miller Wealth Advisors, LLC 0.11% Reduce -23.4% 1,273 $199K
Vestor Capital, LLC 0.02% No change 1,263 $198K
Bellevue Asset Management, LLC 0.11% Add +0.4% 1,252 $196K
Laraway Financial Advisors Inc 0.17% No change 1,241 $194K
TruNorth Capital Management, LLC 0.06% Add +102.0% 1,238 $194K
WealthCollab, LLC 0.14% No change 1,237 $193K
Horizon Bancorp Inc. 0.09% Reduce -3.4% 1,228 $192K
Hall Laurie J Trustee 0.06% No change 1,129 $177K
Clarity Asset Management, Inc. 0.13% Add +0.1% 1,130 $177K
CBIZ Investment Advisory Services, LLC 0.01% Reduce -0.5% 1,116 $175K
TFC Financial Management, Inc. 0.03% Reduce -9.3% 1,097 $172K
O'Brien Wealth Partners LLC 0.04% No change 1,072 $168K
RE Dickinson Investment Advisors, LLC 0.10% Add +10.4% 1,063 $166K
Frazier Financial Advisors, LLC 0.13% Reduce -1.9% 1,053 $165K
J.Safra Asset Management Corp 0.02% Add +191.6% 1,044 $163K
Aspire Private Capital, LLC 0.04% Add +3.5% 1,041 $163K
Raffa Wealth Management, LLC 0.05% Add +24.3% 1,030 $161K
AlphaMark Advisors, LLC 0.06% Reduce -5.0% 1,031 $161K
Redwood Wealth Management Group, LLC 0.12% New 1,029 $161K
Cranbrook Wealth Management, LLC 0.04% Add +615.4% 1,023 $160K
Aspect Partners, LLC 0.09% No change 1,004 $157K
HBC Financial Services, PLLC 0.10% No change 1,000 $157K
Stuart Chaussee & Associates, Inc. 0.04% No change 1,000 $156K
Cove Street Capital, LLC 0.11% No change 1,000 $156K
Summit Securities Group LLC 0.06% Reduce -96.4% 1,000 $156K
New Millennium Group LLC 0.10% New 989 $155K
Westchester Capital Management, Inc. 0.04% No change 932 $146K
TD Capital Management LLC 0.01% Reduce -17.9% 918 $144K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 900 $141K
Disciplined Equity Management, Inc. 0.09% No change 900 $141K
SJS Investment Consulting Inc. 0.03% Add +9.0% 899 $141K
Strengthening Families & Communities, LLC 0.04% New 896 $140K
Iron Horse Wealth Management, LLC 0.05% No change 890 $139K
Standard Family Office LLC 0.18% No change 882 $138K
Raelipskie Partnership 0.07% No change 865 $135K
Financial Freedom, LLC 0.08% Add +0.7% 861 $135K
Stone House Investment Management, LLC 0.04% Add +52.8% 860 $135K
Creative Capital Management Investments LLC 0.07% No change 857 $134K
Clean Yield Group 0.05% No change 843 $132K
Deane Retirement Strategies, Inc. 0.07% No change 842 $132K
Trust Co 0.02% Reduce -11.9% 842 $132K
Valued Wealth Advisors LLC 0.09% Add +93.5% 840 $131K
GW&K Investment Management, LLC 0.00% Add +35.2% 837 $131K
Garde Capital, Inc. 0.01% Reduce -16.1% 831 $130K
Disciplina Capital Management LLC 0.02% Add +1.0% 825 $129K
Creekmur Asset Management LLC 0.03% Reduce -6.5% 823 $129K
Transcendent Capital Group LLC 0.07% Add +1.5% 811 $127K
Abound Wealth Management 0.05% Reduce -1.6% 804 $126K
Capula Management Ltd 0.00% New 779 $122K
Mark Sheptoff Financial Planning, LLC 0.07% Add +6.4% 745 $117K
Prestige Wealth Management Group LLC 0.02% Reduce -35.0% 736 $115K
Proffitt & Goodson Inc. 0.02% Add +9.4% 730 $114K
FSC Wealth Advisors, LLC 0.08% Add +5.5% 728 $114K
Foster Dykema Cabot & Partners, LLC 0.01% Add +52.4% 727 $114K
Jupiter Wealth Management LLC 0.06% Reduce -79.4% 700 $112K
Ulland Investment Advisors, LLC 0.09% No change 718 $112K
Investment Research & Advisory Group, Inc. 0.05% No change 703 $110K
HighMark Wealth Management LLC 0.07% Reduce -1.8% 702 $110K
Macroview Investment Management LLC 0.11% Reduce -1.2% 670 $105K
Highline Wealth Partners LLC 0.04% Add +62.0% 664 $104K
Cherry Tree Wealth Management, LLC 0.03% Reduce -2.3% 650 $102K
Nordwand Advisors, LLC 0.04% No change 643 $101K
Fairscale Capital, LLC 0.09% — 633 $100K
Coston, McIsaac & Partners 0.03% No change 628 $98K
Westend Capital Management, LLC 0.03% Reduce -17.1% 623 $98K
MidAtlantic Capital Management, Inc. 0.08% No change 619 $97K
Lowe Wealth Advisors, LLC 0.04% Reduce -16.3% 618 $97K
Cohen & Steers, Inc. 0.00% Reduce -98.9% 614 $96K
Tobam 0.01% Reduce -66.0% 600 $94K
SWAN Capital LLC 0.05% New 597 $93K
Orion Capital Management LLC 0.05% No change 595 $93K
Cornerstone Planning Group LLC 0.03% Reduce -65.4% 628 $91K
Tradewinds Capital Management, LLC 0.03% Reduce -7.8% 576 $90K
Davis Capital Management 0.08% No change 566 $89K
DiNuzzo Private Wealth, Inc. 0.01% Add +4.0% 565 $88K
Walleye Trading LLC 0.00% Reduce -89.5% 563 $88K
Stephens Consulting, LLC 0.03% Add +23.5% 562 $88K
Pension & Wealth Management Advisors, Inc. 0.05% Add +203.2% 561 $88K
Private Wealth Management Group, LLC 0.04% Add +20.5% 559 $87K
Dogwood Wealth Management LLC 0.05% Add +1.1% 550 $86K
Main Street Group, LTD 0.04% Reduce -23.4% 538 $84K
CarsonAllaria Wealth Management, Ltd. 0.05% Add +21.4% 533 $83K
SWS Partners 0.02% New 521 $82K
Fairman Group, LLC 0.08% No change 512 $80K
Louisbourg Investments Inc. 0.02% No change 500 $78K
Goodman Advisory Group, LLC 0.02% No change 499 $78K
Annapolis Financial Services, LLC 0.03% No change 495 $77K
Tributary Capital Management, LLC 0.01% No change 490 $77K
Briaud Financial Planning Inc 0.04% No change 487 $76K
Chris Bulman Inc 0.05% — 485 $76K
Ramirez Asset Management, Inc. 0.01% No change 464 $73K
Burkett Financial Services, LLC 0.04% Add +0.9% 463 $72K
POM Investment Strategies, LLC 0.06% Add +129.3% 461 $72K
Ruedi Wealth Management, Inc. 0.03% No change 459 $72K
Breakwater Investment Management 0.03% No change 453 $71K
Canton Hathaway, LLC 0.02% No change 449 $70K
Western Pacific Wealth Management, LP 0.05% Add +115.9% 447 $70K
Cedar Mountain Advisors, LLC 0.02% Reduce -3.9% 447 $70K
Nvwm, LLC 0.02% Add +63.2% 444 $69K
REAP Financial Group, LLC 0.02% Reduce -31.3% 429 $67K
Delos Wealth Advisors, LLC 0.06% No change 428 $67K
Harvest Fund Management Co., Ltd 0.00% Reduce -1.2% 425 $66K
Quarry LP 0.03% Add +172.2% 411 $64K
Kiely Wealth Advisory Group, Inc. 0.04% No change 444 $64K
DHJJ Financial Advisors, Ltd. 0.03% Add +97.6% 407 $64K
Tacita Capital Inc 0.04% Reduce -15.3% 389 $61K
Mowery & Schoenfeld Wealth Management, LLC 0.09% No change 385 $60K
Avalon Trust Co 0.00% Reduce -72.3% 383 $60K
Mfa Wealth Advisors, LLC 0.01% New 376 $59K
Richardson Capital Management LLC 0.04% No change 365 $57K
Dunhill Financial, LLC 0.04% Add +12.3% 365 $57K
Wiser Advisor Group LLC 0.08% Add +1.2% 342 $53K
Balefire, LLC 0.02% No change 335 $52K
Robinswood Financial LLC 0.02% Add +0.6% 331 $52K
Riggs Asset Managment Co. Inc. 0.02% Add +1.2% 331 $52K
Pineridge Advisors LLC 0.02% Reduce -2.4% 331 $52K
LFA - Lugano Financial Advisors SA 0.04% New 330 $52K
Gold Investment Management Ltd. 0.02% No change 330 $52K
NCP Inc. 0.03% Add +0.9% 326 $51K
Byrne Asset Management LLC 0.04% No change 325 $51K
Bradley & Co. Private Wealth Management, LLC 0.04% No change 320 $50K
Newton One Investments LLC 0.02% Add +1.0% 313 $49K
Global Wealth Strategies & Associates 0.02% No change 310 $49K
DecisionPoint Financial, LLC 0.02% Reduce -14.3% 300 $48K
Signature Resources Capital Management, LLC 0.04% Reduce -64.1% 306 $48K
Dagco, Inc. 0.02% Add +1.1% 284 $44K
Clear Investment Research, LLC 0.06% Reduce -1.1% 275 $43K
Luken Investment Analytics, LLC 0.02% No change 250 $39K
Cyrus J. Lawrence, LLC 0.01% Add +66.7% 250 $39K
JDM Financial Group LLC 0.03% Add +6.5% 247 $39K
Carolina Wealth Advisors, LLC 0.02% Reduce -5.5% 239 $37K
Anfield Capital Management, LLC 0.02% Add +118.0% 218 $34K
Koesten, Hirschmann & Crabtree, INC. 0.02% No change 200 $32K
University of Texas/Texas Am Investment Management Co. 0.01% Add +1278.6% 193 $30K
Bare Financial Services, Inc 0.01% No change 178 $29K
Valley Forge Investment Consultants Inc. Adv 0.01% No change 180 $28K
Hoese & Co LLP 0.02% No change 168 $27K
AlphaQuest LLC 0.00% Add +3800.0% 156 $24K
Fairway Wealth LLC 0.01% Add +30.2% 151 $24K
Bear Mountain Capital, Inc. 0.01% No change 148 $23K
Lipe & Dalton 0.01% Reduce -23.9% 150 $23K
Redmont Wealth Advisors LLC 0.03% No change 129 $20K
Keener Financial Planning LLC 0.01% Reduce -26.0% 131 $20K
Evolution Advisers, Inc. 0.01% Add +6.5% 132 $20K
Lummis Asset Management, LP 0.03% No change 127 $20K
Richard W. Paul & Associates, LLC 0.01% Add +4.1% 126 $20K
Kessler Investment Group, LLC 0.01% No change 125 $20K
Heck Capital Advisors, LLC 0.00% No change 125 $20K
Financial Connections Group, Inc. 0.01% New 125 $19K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -24.8% 121 $19K
Red Tortoise LLC 0.01% No change 121 $19K
Advantage Trust Co 0.01% No change 110 $17K
Robbins Farley 0.01% No change 100 $16K
Denver PWM, LLC 0.01% New 95 $15K
EnRich Financial Partners LLC 0.01% No change 95 $15K
ESL Trust Services, LLC 0.00% New 93 $15K
HWG Holdings LP 0.00% — 85 $13K
Financial Gravity Asset Management, Inc. 0.00% Reduce -43.9% 83 $13K
Guardian Wealth Management, Inc. 0.01% Add +1.3% 81 $13K
Tower View Wealth Management LLC 0.01% No change 80 $13K
Legend Financial Advisors, Inc. 0.01% Add +50.9% 80 $13K
Moser Wealth Advisors, LLC 0.01% No change 80 $13K
PFG Private Wealth Management, LLC 0.01% Add +343.8% 71 $11K
Morton Brown Family Wealth, LLC 0.00% No change 68 $11K
Roble, Belko & Company, Inc 0.00% No change 71 $11K
Financial Avengers, Inc. 0.01% Add +1.5% 67 $10K
Halpern Financial, Inc. 0.00% Reduce -54.2% 60 $9K
FWL Investment Management, LLC 0.00% No change 56 $9K
Christopher J. Hasenberg, Inc 0.00% No change 42 $7K
PayPay Securities Corp 0.52% Reduce -2.4% 40 $6K
Blue Bell Private Wealth Management, LLC 0.00% Add +620.0% 36 $6K
Vermillion & White Wealth Management Group, LLC 0.00% No change 30 $5K
American Capital Advisory, LLC 0.00% Reduce -80.1% 31 $5K
Horrell Capital Management, Inc. 0.00% No change 28 $4K
ClariVest Asset Management LLC 0.00% Reduce -24.2% 25 $4K
GS Investments, Inc. 0.00% No change 21 $3K
IFS Advisors, LLC 0.00% Add +110.0% 21 $3K
Legacies Wealth LLC 0.00% No change 20 $3K
Thomas J. Herzfeld Advisors, Inc. 0.00% New 15 $2K
Horizon Financial Services, LLC 0.00% No change 12 $2K
SIMA Wealth Partners, LLC 0.00% — 7 $1K
Innealta Capital, LLC 0.00% New 3 $469

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