General DynamicsGD

13F holders, Q2 2026 (June 30)
2,219holders −7
124new positions
122sold out
11famous investors
$353.38avg. 13F price*

At the end of Q2 2026, 2,219 institutions reported holding General Dynamics Corp. (GD) in their 13F filings, down 7 from Q1 2026. 124 opened new positions and 122 sold out. The largest holders were Longview Asset Management, LLC ($9.6B), BlackRock, Inc. ($6.8B) and Vanguard Capital Management LLC ($5.9B). 11 famous investors held it, including Tom Gayner (1.1% of Markel Group's portfolio), David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio) and Steve Cohen (0.3% of Point72 Asset Management's portfolio).

Company
General Dynamics Corp.
Sector
Industrials
CUSIP
369550108
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,752Q1 2024Q2 2024: 1,770Q2 2024Q3 2024: 1,802Q3 2024Q4 2024: 1,848Q4 2024Q1 2025: 1,831Q1 2025Q2 2025: 1,901Q2 2025Q3 2025: 2,028Q3 2025Q4 2025: 2,165Q4 2025Q1 2026: 2,226Q1 2026Q2 2026: 2,219Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions124$209.9M
Exits122$196.8M

All 13F filers, Q1 2026 → Q2 2026: 11,496,761 shares bought and 11,171,090 shares sold, net +325,671 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,219 holders

Longview Asset Management, LLC 96.94% No change 27,060,944 $9.6B
BlackRock, Inc. 0.10% Add +3.8% 19,310,609 $6.8B
Vanguard Capital Management LLC 0.13% Add +3.3% 16,670,477 $5.9B
Newport Trust Company, LLC 11.44% Reduce -1.3% 13,398,261 $4.7B
State Street Corp. 0.12% Add +3.3% 11,811,099 $4.2B
Bank of America Corp. 0.17% Reduce -9.6% 7,349,613 $2.6B
Vanguard Portfolio Management LLC 0.11% Add +7.7% 6,808,241 $2.4B
Geode Capital Management, LLC 0.12% Reduce -0.7% 6,220,205 $2.2B
JPMorgan Chase & Co. 0.11% Reduce -1.9% 5,283,746 $1.8B
Morgan Stanley 0.08% Reduce -14.2% 4,440,256 $1.6B
Wells Fargo & Company 0.27% Reduce -4.1% 4,326,856 $1.5B
Ameriprise Financial Inc. 0.31% Reduce -9.6% 4,298,949 $1.5B
Massachusetts Financial Services Co. 0.47% Reduce -27.4% 4,140,985 $1.5B
FMR LLC 0.06% Reduce -8.9% 4,101,398 $1.5B
Capital Research Global Investors 0.18% Reduce -5.5% 3,708,400 $1.3B
Sanders Capital, LLC 1.26% Reduce -2.0% 3,546,156 $1.3B
Northern Trust Corp. 0.14% Reduce -0.9% 3,344,509 $1.2B
Invesco Ltd. 0.08% Add +7.4% 2,947,325 $1.0B
Royal Bank of Canada 0.17% Reduce -0.1% 2,761,270 $978.2M
Aristotle Capital Management, LLC 1.72% Reduce -5.3% 2,315,796 $820.4M
AQR Capital Management 0.26% Reduce -5.8% 2,095,666 $742.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.81% Reduce -7.2% 1,911,371 $677.1M
Goldman Sachs Group Inc. 0.07% Add +8.8% 1,836,694 $650.6M
Charles Schwab Investment Management Inc. 0.08% Add +0.7% 1,673,688 $592.9M
Dimensional Fund Advisors LP 0.10% Add +2.1% 1,612,968 $571.4M
Bank of Montreal 0.21% Add +10.8% 1,609,653 $570.2M
Franklin Resources Inc. 0.11% Reduce -9.0% 1,467,857 $520.0M
Boston Partners 0.45% Add +5.1% 1,425,653 $506.5M
Vanguard Fiduciary Trust Co. 0.11% Add +0.5% 1,427,768 $505.8M
Nuveen, LLC 0.11% Add +11.2% 1,248,261 $442.2M
D. E. Shaw & Co. 0.29% Add +36.1% 1,242,347 $440.1M
Bank of New York Mellon Corp 0.07% Reduce -0.3% 1,211,250 $429.1M
ProShare Advisors LLC 0.55% Add +117.4% 1,076,752 $381.4M
HSBC Holdings PLC 0.18% Add +55.3% 1,062,295 $376.0M
Legal & General Group Plc 0.08% Add +1.2% 1,056,617 $374.3M
UBS Group AG 0.06% Reduce -31.9% 1,039,208 $368.1M
Pacer Advisors, Inc. 0.95% Add +5428.8% 1,034,444 $366.4M
Envestnet Asset Management Inc. 0.08% Reduce -3.5% 915,683 $324.4M
BNP Paribas Financial Markets 0.17% Add +28.5% 908,555 $321.8M
Raymond James Financial Inc. 0.08% Reduce -2.4% 800,998 $283.7M
First Trust Advisors LP 0.16% Reduce -22.3% 759,854 $269.2M
National Pension Service 0.17% Add +2.2% 756,122 $267.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +2.6% 699,169 $247.7M
Cullen Capital Management, LLC 2.35% Add +0.3% 675,358 $239.2M
SG Americas Securities, LLC 0.13% Reduce -12.6% 655,994 $232.4M
Swiss National Bank 0.12% Reduce -3.6% 649,306 $230.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +9.4% 635,112 $225.0M
LPL Financial LLC 0.05% Add +2.3% 630,777 $223.4M
Arrowstreet Capital, Limited Partnership 0.10% Reduce -2.4% 626,444 $221.9M
Canada Pension Plan Investment Board 0.12% Reduce -24.8% 598,884 $212.1M
Bahl & Gaynor LLC 0.95% Reduce -1.5% 578,479 $204.9M
Sumitomo Mitsui Trust Group, Inc. 0.11% Reduce -2.7% 557,713 $197.6M
California Public Employees Retirement System 0.11% Reduce -6.0% 554,957 $196.6M
Vanguard Global Advisers, LLC 0.09% Reduce -1.0% 549,151 $194.5M
Barclays PLC 0.06% Reduce -29.5% 546,014 $193.4M
VANGUARD ASSET MANAGEMENT, Ltd 0.12% Add +15.3% 519,125 $183.9M
Prudential Financial Inc. 0.20% Add +16.2% 508,202 $180.0M
Point72 Asset Management 0.28% Add +170.1% 499,224 $176.8M
National Bank of Canada 0.15% Add +59.1% 499,159 $176.8M
Allianz Asset Management GmbH 0.16% Add +33.3% 474,451 $168.1M
Thrivent Financial for Lutherans 0.29% Add +24.7% 469,642 $166.4M
Quantinno Capital Management LP 0.20% Add +13.4% 460,415 $163.1M
Rhumbline Advisers 0.12% Reduce -2.0% 460,145 $163.0M
Balyasny Asset Management L.P. 0.31% Add +1548.4% 457,472 $162.1M
Citadel Advisors 0.09% Add +11.7% 453,829 $160.8M
Renaissance Technologies 0.22% Add +1403.4% 453,720 $160.7M
Russell Investments Group, Ltd. 0.14% Add +3.4% 435,068 $154.0M
Deutsche Bank AG 0.04% Reduce -44.2% 416,438 $147.5M
Vident Advisory, LLC 1.10% Add +0.0% 415,910 $147.3M
Hotchkis & Wiley Capital Management LLC 0.43% Reduce -0.1% 415,162 $147.1M
Man Group plc 0.27% Add +11.6% 413,811 $146.6M
Millennium Management 0.10% Reduce -15.7% 403,938 $143.1M
MUFG Securities EMEA plc 1.48% Add +911.2% 398,338 $141.1M
Markel Group 1.05% No change 391,000 $138.5M
Primecap Management Co. 0.08% Reduce -0.1% 388,450 $137.6M
Citigroup Inc. 0.06% Add +14.6% 381,322 $135.1M
Qube Research & Technologies Ltd 0.15% Reduce -18.1% 378,322 $134.0M
Lazard Asset Management LLC 0.20% Add +42.4% 374,728 $132.7M
T. Rowe Price Associates Inc. 0.01% Add +1.4% 370,547 $131.3M
Penserra Capital Management LLC 0.99% Add +31.4% 362,616 $128.5M
California State Teachers Retirement System 0.12% Add +0.8% 356,870 $126.4M
Wellington Management Group LLP 0.02% Reduce -1.2% 356,297 $126.2M
Worldquant Millennium Advisors LLC 0.41% Add +130.5% 337,989 $119.7M
Principal Financial Group Inc. 0.05% Reduce -0.2% 309,375 $109.6M
Sei Investments Co. 0.10% Reduce -8.4% 307,152 $108.8M
Public Employees Retirement Association of Colorado 0.37% Add +3.2% 302,825 $107.3M
Treasurer of the State of North Carolina 0.27% Add +2.5% 296,787 $105.1M
Zacks Investment Management 0.74% Add +0.0% 292,289 $103.5M
Fifth Third Bancorp 0.17% Reduce -7.9% 287,245 $101.8M
Adage Capital Partners Gp, L.L.C. 0.14% Add +15.5% 285,248 $101.0M
New York State Common Retirement Fund 0.13% Reduce -4.1% 284,425 $100.8M
Truist Financial Corp. 0.12% Reduce -4.5% 280,389 $99.3M
Blair William & Co. 0.26% Reduce -4.5% 278,892 $98.8M
Alliancebernstein L.P. 0.03% Add +1.0% 285,611 $98.0M
Los Angeles Capital Management LLC 0.35% Reduce -48.7% 269,009 $95.3M
Jones Financial Companies LLLP 0.04% Reduce -18.1% 262,449 $91.1M
Stifel Financial Corp. 0.08% Add +2.6% 254,784 $90.3M
Bank of Nova Scotia 0.12% Reduce -40.7% 228,105 $80.8M
TD Asset Management Inc 0.07% Reduce -2.7% 216,819 $76.8M
State Board of Administration of Florida Retirement System 0.13% Reduce -2.5% 214,421 $76.0M
New York State Teachers Retirement System 0.14% Reduce -2.6% 212,507 $75.3M
PNC Financial Services Group, Inc. 0.04% Add +2.5% 204,976 $72.6M
Korea Investment CORP 0.14% Add +40.9% 201,630 $71.4M
Janney Montgomery Scott LLC 0.14% Add +0.3% 200,589 $71.1M
Nomura Asset Management Co. Ltd. 0.15% Add +7.4% 198,521 $70.3M
&partners 0.29% Add +7.3% 198,131 $70.2M
Robeco Institutional Asset Management B.V. 0.09% Add +11.9% 197,888 $70.1M
Gotham Asset Management 0.16% Add +40.2% 196,280 $69.5M
Freestone Grove Partners LP 0.44% New 189,130 $67.0M
Victory Capital Management Inc. 0.04% Reduce -28.4% 187,116 $66.3M
Natixis Advisors, LLC 0.07% Reduce -28.4% 183,844 $65.1M
Squarepoint Ops LLC 0.13% Reduce -53.6% 181,235 $64.2M
Caisse de depot et placement du Quebec 0.09% Add +454.0% 180,917 $64.1M
Saratoga Research & Investment Management 3.50% Reduce -7.1% 180,394 $63.9M
HighTower Advisors, LLC 0.06% Reduce -2.9% 177,673 $62.9M
Earnest Partners LLC 0.23% Reduce -1.9% 177,200 $62.8M
CIBC Bancorp USA Inc. 0.08% Add +10.4% 176,487 $62.5M
Amundi 0.01% Add +13.6% 171,313 $60.7M
American Century Companies Inc. 0.03% Add +508.2% 169,333 $60.0M
Westwood Holdings Group Inc. 0.45% Reduce -15.3% 167,096 $59.2M
Wealth Enhancement Advisory Services, LLC 0.10% Add +10.9% 194,637 $57.5M
Donaldson Capital Management, LLC 1.62% Add +2.7% 160,334 $56.8M
Teacher Retirement System of Texas 0.15% Reduce -10.0% 159,298 $56.4M
Alyeska Investment Group, L.P. 0.14% Add +64.7% 158,245 $56.1M
Rockefeller Capital Management L.P. 0.09% Add +31.4% 158,175 $56.0M
Cetera Investment Advisers 0.05% Add +2.7% 154,892 $54.9M
Marshall Wace, LLP 0.05% Add +10336.2% 152,055 $53.9M
Lord, Abbett & Co. LLC 0.16% Reduce -3.5% 151,267 $53.6M
Mariner, LLC 0.06% Reduce -14.4% 150,681 $53.4M
Vest Financial, LLC 0.56% Add +5.1% 150,223 $53.2M
Corient Private Wealth LP 0.07% Reduce -22.1% 142,773 $50.6M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.30% Reduce -3.0% 141,280 $50.0M
Regions Financial Corp. 0.30% Reduce -3.4% 140,223 $49.7M
Trexquant Investment LP 0.30% Add +72.6% 138,917 $49.2M
Junto Capital Management LP 0.90% Reduce -14.0% 138,053 $48.9M
Mitsubishi UFJ Trust & Banking Corp 0.11% Reduce -0.6% 136,423 $48.3M
Ancora Advisors LLC 0.92% Reduce -3.1% 133,684 $47.4M
Commonwealth Equity Services, LLC 0.06% Reduce -7.6% 128,460 $45.5M
Osaic Holdings, Inc. 0.05% Add +2.8% 128,258 $45.5M
Manufacturers Life Insurance Company, The 0.04% Reduce -4.6% 128,287 $45.4M
Peapack Gladstone Financial Corp. 0.52% Reduce -1.2% 127,385 $45.1M
Focus Partners Wealth 0.05% Reduce -7.0% 125,035 $44.3M
Assetmark, Inc. 0.08% Add +1.0% 124,822 $44.2M
Smith Chas P & Associates Pa Cpas 2.24% Reduce -1.4% 124,790 $44.2M
Chevy Chase Trust Holdings, LLC 0.11% Reduce -1.8% 123,375 $43.7M
State of Wisconsin Investment Board 0.09% Reduce -0.0% 123,281 $43.7M
Randolph Co Inc 3.67% Add +0.0% 123,095 $43.6M
Panagora Asset Management Inc. 0.13% Reduce -56.3% 122,875 $43.5M
Nomura Asset Management International Inc. 0.06% Reduce -7.9% 121,503 $43.0M
Creative Planning 0.02% Add +2.9% 118,949 $42.1M
Federated Hermes, Inc. 0.06% Add +10.4% 118,262 $41.9M
NorthCoast Asset Management LLC 0.92% Add +2.0% 117,321 $41.6M
HM Payson & Co. 0.55% Reduce -8.4% 116,610 $41.3M
Macquarie Group Ltd. 0.18% Add +4.7% 116,582 $41.3M
Edgar Lomax Co. 3.08% Reduce -5.8% 116,514 $41.3M
Toronto Dominion Bank 0.07% Add +63.6% 116,512 $41.3M
Oppenheimer Asset Management Inc. 0.43% Reduce -3.4% 116,358 $41.2M
TD Waterhouse Canada Inc. 0.11% Reduce -2.5% 112,668 $40.9M
Acadian Asset Management LLC 0.05% Reduce -53.7% 114,800 $40.7M
Mercer Global Advisors Inc. 0.05% Reduce -16.8% 112,053 $39.7M
Neuberger Berman Group LLC 0.03% Add +0.4% 109,754 $38.9M
Cerity Partners LLC 0.05% Reduce -14.1% 108,884 $38.6M
Pzena Investment Management LLC 0.11% Add +1.0% 108,574 $38.5M
US Bancorp \de 0.04% Add +4.2% 108,169 $38.3M
Conning Inc. 1.19% Add +9.1% 108,165 $38.3M
Public Employees Retirement System of Ohio 0.11% Reduce -7.5% 104,865 $37.1M
Allspring Global Investments Holdings, LLC 0.06% Add +19.3% 101,638 $36.9M
Vanguard Investments Australia, Ltd. 0.09% Add +3.0% 104,006 $36.8M
CANADA LIFE ASSURANCE Co 0.06% Add +27.0% 102,364 $36.2M
Florida Trust Wealth Management Co 0.90% Reduce -2.3% 102,000 $36.1M
CIBC Asset Management Inc 0.08% Add +0.8% 101,742 $36.0M
Kornitzer Capital Management Inc. 0.76% Reduce -1.9% 101,666 $36.0M
MML Investors Services, LLC 0.07% Add +35.1% 101,472 $35.9M
Hancock Whitney Corp. 0.60% Reduce -2.1% 101,158 $35.8M
O'shaughnessy Asset Management, LLC 0.17% Reduce -6.0% 100,061 $35.4M
Voleon Capital Management LP 0.63% Add +82.1% 98,028 $34.7M
Ieq Capital, LLC 0.16% Reduce -27.4% 96,447 $34.2M
Asset Management One Co., Ltd. 0.09% Add +2.0% 95,295 $33.8M
Epoch Investment Partners, Inc. 0.19% Add +9.6% 93,118 $33.0M
Royal London Asset Management Ltd. 0.06% Reduce -3.1% 91,845 $32.5M
Skandinaviska Enskilda Banken AB (publ) 1.21% Reduce -50.0% 91,000 $32.2M
Ensign Peak Advisors, Inc 0.05% Add +71.1% 90,201 $32.0M
Voya Investment Management LLC 0.03% Add +2.4% 89,380 $31.7M
Roffman Miller Associates Inc. 1.64% Add +1.2% 88,480 $31.3M
Susquehanna International Group, LLP 0.03% Add +356.6% 88,315 $31.3M
State of Tennessee, Department of Treasury 0.09% Reduce -0.7% 87,924 $31.1M
Cambridge Investment Research Advisors, Inc. 0.07% Add +3.0% 87,206 $30.9M
United Capital Financial Advisors, LLC 0.17% Reduce -0.8% 86,894 $30.8M
Nisa Investment Advisors, LLC 0.10% Reduce -4.4% 86,833 $30.8M
Kestra Advisory Services, LLC 0.10% Add +46.1% 86,635 $30.7M
Voloridge Investment Management, LLC 0.13% Add +9.0% 85,206 $30.2M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +1.3% 82,635 $29.3M
Natixis 0.14% Reduce -72.8% 82,537 $29.2M
Becker Capital Management Inc. 0.78% Reduce -0.8% 82,373 $29.2M
Holowesko Partners Ltd. 7.37% Add +22.7% 82,120 $29.1M
Arbejdsmarkedets Tillaegspension 0.63% Add +11.4% 81,520 $28.9M
Stansberry Asset Management, LLC 2.72% Add +18.8% 79,917 $28.3M
D.A. Davidson & Co. 0.16% Reduce -5.8% 79,858 $28.3M
Thomasville National Bank 1.54% — 79,329 $28.1M
Martingale Asset Management L P 0.67% Reduce -0.2% 79,295 $28.1M
Lido Advisors, LLC 0.10% Reduce -5.6% 77,906 $27.6M
Weiss Asset Management LP 0.47% Add +3150.4% 77,814 $27.6M
Resona Asset Management Co.,Ltd. 0.13% Reduce -4.9% 78,126 $27.6M
LSV Asset Management 0.05% Reduce -1.7% 76,870 $27.2M
Danske Bank A/S 0.05% Reduce -7.7% 76,377 $27.1M
Baird Financial Group, Inc. 0.04% Reduce -1.4% 76,026 $26.9M
Susquehanna Fundamental Investments, LLC 0.50% New 74,787 $26.5M
State of New Jersey Common Pension Fund D 0.09% Reduce -4.4% 73,621 $26.1M
Waverly Advisors, LLC 0.15% Add +243.1% 72,813 $25.8M
Tredje AP-fonden 0.12% Add +14.1% 72,282 $25.6M
Czech National Bank 0.14% Add +4.5% 72,247 $25.6M
Public Sector Pension Investment Board 0.07% Reduce -7.5% 72,101 $25.5M
Credit Agricole S A 0.06% Add +15.4% 70,997 $25.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Reduce -2.3% 70,636 $25.0M
Sanctuary Advisors, LLC 0.11% Reduce -1.8% 69,002 $24.4M
Woodline Partners LP 0.08% Reduce -38.7% 68,630 $24.3M
Arax Advisory Partners 0.16% Add +1512.6% 67,665 $24.0M
Commerce Bank 0.11% Reduce -2.6% 67,601 $23.9M
Hendershot Investments Inc. 3.11% Add +0.8% 67,207 $23.8M
Professional Advisory Services Inc. 2.61% Add +4.0% 67,028 $23.7M
Willis Investment Counsel 1.12% Reduce -0.3% 66,500 $23.6M
QRG Capital Management, Inc. 0.19% Add +4.7% 66,370 $23.5M
Cibc World Market Inc. 0.04% Reduce -0.1% 65,994 $23.4M
Confluence Investment Management LLC 0.37% Reduce -6.9% 65,990 $23.4M
Pinebridge Investments LLC 0.19% Add +181.8% 65,914 $23.3M
State of Michigan Retirement System 0.10% Reduce -2.0% 65,012 $23.0M
Bartlett & Co. Wealth Management LLC 0.29% Reduce -21.5% 64,977 $23.0M
Kestra Private Wealth Services, LLC 0.25% Add +12.6% 64,961 $23.0M
Arizona State Retirement System 0.11% Add +1.5% 63,882 $22.6M
Two Sigma Investments, LP 0.02% Reduce -82.2% 63,592 $22.5M
Engineers Gate Manager LP 0.29% Add +19.6% 63,530 $22.5M
Barrow Hanley Mewhinney & Strauss LLC 0.07% Reduce -4.2% 62,857 $22.3M
Mackenzie Financial Corp. 0.02% Reduce -14.7% 62,010 $22.0M
Oakworth Capital, Inc. 1.02% Add +4.5% 59,892 $21.4M
Empowered Funds, LLC 0.11% Reduce -7.2% 60,322 $21.4M
ING Groep NV 0.10% Add +84.0% 60,208 $21.3M
Distillate Capital Partners LLC 1.11% Add +2.1% 60,037 $21.3M
Henshaw Capital LLC 0.68% No change 59,000 $20.9M
Trajan Wealth LLC 0.78% Add +16.6% 58,551 $20.7M
MetLife Investment Management, LLC 0.09% Reduce -2.0% 58,104 $20.6M
PensionDanmark Pensionsforsikringsaktieselskab 0.17% Add +17.1% 57,760 $20.5M
Edgemoor Investment Advisors, Inc. 1.40% Reduce -0.3% 57,714 $20.4M
Rafferty Asset Management, LLC 0.05% Reduce -2.3% 57,133 $20.2M
Fidelity National Financial, Inc. 0.63% New 56,100 $19.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.10% Reduce -5.2% 56,062 $19.9M
Tudor Investment Corporation 0.08% Reduce -39.3% 55,686 $19.7M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Reduce -41.4% 55,165 $19.5M
Sequoia Financial Advisors, LLC 0.10% Add +9.4% 55,163 $19.5M
Vontobel Holding Ltd. 0.06% Reduce -5.0% 54,446 $19.3M
Allworth Financial LP 0.08% Reduce -2.3% 54,039 $19.1M
Captrust Financial Advisors 0.03% Reduce -10.3% 53,953 $19.1M
Retirement Systems of Alabama 0.06% Reduce -1.1% 53,323 $18.9M
Clough Capital Partners L P 1.52% Add +0.1% 52,507 $18.6M
CSM Advisors, LLC 0.39% Reduce -2.4% 51,193 $18.1M
Kayne Anderson Rudnick Investment Management LLC 0.06% Reduce -1.0% 50,870 $18.0M
Harel Insurance Investments & Financial Services Ltd. 0.09% Reduce -0.9% 50,397 $17.9M
Azimuth Capital Investment Management LLC 0.60% Reduce -1.6% 50,127 $17.8M
Edge Wealth Management LLC 2.99% Add +0.2% 50,085 $17.7M
Polaris Capital Management, LLC 1.67% Reduce -42.9% 49,927 $17.7M
TriCert Investment Counsel Inc. 1.62% — 49,103 $17.4M
Rothschild Investment LLC 0.65% Add +22.7% 49,051 $17.4M
Northwestern Mutual Wealth Management Co. 0.01% Add +5.5% 48,372 $17.1M
Mediolanum International Funds Ltd 0.15% Add +354.6% 48,939 $17.0M
Exchange Traded Concepts, LLC 0.08% Add +10.0% 47,869 $17.0M
Xponance LLC 0.10% Add +17.5% 47,785 $16.9M
Spirepoint Private Client, LLC 1.36% Add +39.5% 47,251 $16.7M
Busey Bank 0.40% Add +0.9% 47,034 $16.7M
STRS Ohio 0.06% Reduce -32.1% 46,983 $16.6M
Guggenheim Capital LLC 0.11% Add +9.2% 46,930 $16.6M
Pictet Asset Management Holding SA 0.02% Add +2.8% 46,923 $16.6M
HB Wealth Management, LLC 0.09% Add +6.6% 46,647 $16.5M
Brown Advisory Inc. 0.03% Add +7.2% 46,554 $16.5M
U S Global Investors Inc. 1.58% Add +28.3% 46,295 $16.4M
Amalgamated Bank 0.11% Reduce -5.2% 46,283 $16.4M
Occudo Quantitative Strategies LP 0.85% Add +278.1% 45,366 $16.1M
One Capital Management, LLC 0.44% No change 46,136 $15.8M
Steward Partners Investment Advisory, LLC 0.08% Reduce -17.6% 44,663 $15.8M
Dearborn Partners LLC 0.89% Reduce -0.0% 44,408 $15.7M
Cullen/Frost Bankers, Inc. 0.15% Add +27.4% 43,817 $15.5M
NorthCrest Asset Manangement, LLC 0.40% Reduce -1.0% 41,305 $15.5M
Daiwa Securities Group Inc. 0.04% Add +6.1% 43,670 $15.5M
Palisade Asset Management, LLC 1.41% Reduce -0.3% 43,126 $15.3M
NewEdge Advisors, LLC 0.05% Add +3.4% 42,991 $15.2M
Varma Mutual Pension Insurance Co 0.08% New 42,900 $15.2M
Vanguard Personalized Indexing Management, LLC 0.12% Add +5.0% 42,655 $15.1M
Evergreen Capital Management LLC 0.26% Reduce -2.5% 42,003 $14.9M
Weybosset Research & Management LLC 3.90% Add +0.2% 41,964 $14.9M
Calamos Advisors LLC 0.08% Reduce -4.8% 41,812 $14.8M
Yousif Capital Management, LLC 0.17% Reduce -4.2% 41,701 $14.8M
NEOS Investment Management LLC 0.05% Add +14.1% 41,340 $14.6M
ProVise Management Group, LLC 0.97% Add +2.4% 41,005 $14.5M
Fulton Breakefield Broenniman LLC 0.84% Reduce -2.7% 40,420 $14.3M
M&T Bank Corp 0.04% Reduce -7.0% 40,185 $14.2M
Crossmark Global Holdings, Inc. 0.18% Add +1.2% 40,059 $14.2M
Pinnacle Financial Partners, Inc. 0.10% Reduce -2.9% 39,779 $14.1M
Rakuten Investment Management, Inc. 0.04% Add +10.2% 40,157 $14.0M
Swiss Life Asset Management Ltd 0.06% Reduce -18.2% 39,383 $14.0M
Thomas Story & Son LLC 4.89% Add +0.1% 39,010 $13.8M
Huntington National Bank 0.09% Reduce -1.6% 38,987 $13.8M
Utah Retirement Systems 0.13% Reduce -5.4% 38,854 $13.8M
Pinnacle Associates Ltd. 0.15% Reduce -6.3% 38,510 $13.6M
Narwhal Capital Management 0.94% Add +1.7% 38,504 $13.6M
Sienna Gestion 0.80% Reduce -19.6% 38,612 $13.6M
Police & Firemen's Retirement System of New Jersey 0.10% Reduce -1.7% 38,306 $13.6M
Merit Financial Group, LLC 0.08% Reduce -9.8% 38,284 $13.6M
Van Eck Associates Corp. 0.01% Reduce -10.3% 38,081 $13.5M
Paradiem, LLC 2.89% Add +2.0% 37,878 $13.4M
Miramar Capital, LLC 2.86% Add +1.5% 36,673 $13.0M
FIL Ltd 0.01% Reduce -3.0% 35,732 $12.7M
American National Bank & Trust 1.08% Reduce -2.9% 35,618 $12.6M
DRH Investments, Inc. 9.92% Reduce -0.1% 35,370 $12.5M
Oppenheimer & Co. Inc. 0.13% Reduce -0.6% 35,328 $12.5M
New York Life Investment Management LLC 0.09% Add +0.3% 35,292 $12.5M
Richard C. Young & CO., LTD. 0.91% Reduce -2.4% 35,046 $12.4M
Pathstone Holdings, LLC 0.04% Add +4.3% 34,817 $12.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +5.9% 35,169 $12.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.08% Add +9.1% 34,531 $12.2M
Allen Investment Management, LLC 0.15% No change 34,523 $12.2M
Atria Investments, Inc 0.12% Reduce -4.2% 34,476 $12.2M
Equitable Holdings, Inc. 0.07% Reduce -10.7% 34,018 $12.1M
Benjamin Edwards Inc. 0.11% Reduce -4.0% 33,571 $11.9M
Capitolis Liquid Global Markets LLC 0.05% Reduce -16.2% 33,534 $11.9M
Mattern Capital Management, LLC 1.39% Add +1.6% 33,512 $11.9M
Advisors Asset Management, Inc. 0.18% Add +0.5% 33,178 $11.8M
XTX Topco Ltd 0.15% Add +2864.6% 33,085 $11.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +7.0% 32,932 $11.7M
DAVENPORT & Co LLC 0.06% Reduce -3.1% 32,808 $11.6M
Schonfeld Strategic Advisors LLC 0.06% Reduce -43.6% 32,387 $11.5M
Weatherly Asset Management L. P. 0.81% Reduce -2.3% 31,948 $11.3M
Bogart Wealth, LLC 0.39% Add +2.2% 31,878 $11.3M
Running Oak Capital LLC 1.91% Reduce -26.4% 31,698 $11.2M
Vaughan David Investments LLC 0.22% Reduce -0.3% 31,590 $11.2M
Howe & Rusling Inc. 0.64% Add +1.8% 31,331 $11.1M
Oregon Public Employees Retirement Fund 0.12% Add +7.4% 31,203 $11.1M
United Bank 1.30% Reduce -3.5% 31,183 $11.0M
Nissay Asset Management Corp. /Japan 0.05% Add +3.8% 31,083 $11.0M
Nixon Peabody Trust Co. 0.78% Add +0.4% 31,053 $11.0M
Haverford Trust Co 0.09% Reduce -2.0% 30,465 $10.8M
Sit Investment Associates Inc. 0.20% Add +202.7% 30,345 $10.7M
State of Alaska, Department of Revenue 0.11% Reduce -3.5% 30,290 $10.7M
Arvest Bank Trust Division 0.52% Reduce -4.0% 30,113 $10.7M
Concurrent Investment Advisors, LLC 0.09% Add +4.9% 30,101 $10.7M
Quantbot Technologies LP 0.42% Reduce -38.4% 29,966 $10.6M
Horizon Investments, LLC 0.12% Reduce -41.3% 29,987 $10.6M
Cullen Investment Group, LTD. 1.28% Add +7.0% 29,859 $10.6M
Wealthfront Advisers LLC 0.02% Add +6.6% 29,847 $10.6M
South Dakota Investment Council 0.18% Reduce -0.2% 29,632 $10.5M
Apella Capital, LLC 0.15% Add +3.1% 27,919 $10.5M
Capital World Investors 0.00% No change 29,422 $10.4M
Toth Financial Advisory Corp. 1.01% Add +3.7% 29,333 $10.4M
Glenmede Trust Co. NA 0.04% Reduce -1.3% 28,738 $10.2M
ExodusPoint Capital Management, LP 0.09% Reduce -51.9% 28,136 $10.0M
Amica Mutual Insurance Co. 0.82% Reduce -11.9% 27,859 $9.9M
Bokf, NA 0.14% Reduce -50.8% 27,674 $9.8M
UniSuper Management Pty Ltd 0.05% Add +36.5% 27,414 $9.7M
Troluce Capital Advisors LLC 3.62% New 27,250 $9.7M
Blue Sparrow, LLC 0.09% Reduce -39.8% 27,180 $9.6M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.61% No change 26,810 $9.5M
Cresset Asset Management, LLC 0.03% Reduce -1.8% 26,703 $9.5M
Strategy Asset Managers LLC 1.41% Reduce -1.8% 26,588 $9.4M
Moran Wealth Management, LLC 0.26% Reduce -3.6% 26,489 $9.4M
Schroder Investment Management Group 0.01% Add +4.7% 26,884 $9.4M
Cary Street Partners Financial LLC 0.20% Reduce -1.0% 26,373 $9.3M
Mutual of America Capital Management LLC 0.09% Reduce -3.0% 26,129 $9.3M
CI Investments Inc. 0.03% Reduce -0.8% 25,951 $9.2M
Kesler, Norman & Wride, LLC 1.45% Reduce -0.5% 25,757 $9.1M
Stratos Investment Management, LLC 0.33% Add +13.2% 25,734 $9.1M
Eliot Finkel Investment Counsel, LLC 4.25% No change 25,669 $9.1M
Aberdeen Group plc 0.01% Reduce -13.0% 25,620 $9.1M
Capital City Trust Co. 1.84% Reduce -0.4% 25,115 $8.9M
Biondo Investment Advisors, LLC 1.09% New 25,075 $8.9M
Jupiter Topco LLC 0.00% — 24,947 $8.8M
Principle Wealth Partners LLC 0.44% Reduce -4.6% 24,875 $8.8M
GHP Investment Advisors, Inc. 0.32% Add +2.2% 24,787 $8.8M
Hennion & Walsh Asset Management, Inc. 0.25% Add +14.6% 24,755 $8.8M
Verition Fund Management LLC 0.07% Add +173.3% 24,718 $8.8M
Jane Street Group, LLC 0.01% Reduce -87.2% 24,653 $8.7M
Perennial Advisors, LLC 1.35% Reduce -3.1% 24,554 $8.7M
Tompkins Financial Corp. 0.61% Reduce -2.3% 24,508 $8.7M
Hunter Perkins Capital Management, LLC 1.94% No change 24,423 $8.7M
Algert Global LLC 0.10% Add +8.4% 24,395 $8.6M
First National Trust Co 0.29% Reduce -7.7% 23,707 $8.4M
Fiduciary Trust Co 0.09% Reduce -2.4% 23,699 $8.4M
Quadrature Capital Ltd 0.07% Add +1.1% 23,678 $8.4M
Tidal Investments LLC 0.02% Add +3.9% 23,634 $8.4M
Wedbush Securities Inc. 0.21% Add +2.1% 23,389 $8.3M
World Investment Advisors 0.14% Reduce -1.4% 23,999 $8.2M
Greatmark Investment Partners, Inc. 0.91% Reduce -1.2% 23,254 $8.2M
WESPAC Advisors SoCal, LLC 1.46% Add +4.9% 23,054 $8.2M
Founders Capital Management, LLC 1.20% Reduce -0.9% 22,646 $8.0M
Apollon Wealth Management, LLC 0.10% Add +1.1% 22,487 $8.0M
Nomura Holdings Inc. 0.03% Add +134.8% 22,438 $7.9M
Argent Trust Co 0.23% Add +11.6% 22,334 $7.9M
CENTRAL TRUST Co 0.14% Reduce -0.7% 22,328 $7.9M
King Luther Capital Management Corp. 0.03% Reduce -0.3% 22,212 $7.9M
Community Bank & Trust, Waco, Texas 1.40% Reduce -0.7% 21,979 $7.8M
Vinva Investment Management Ltd 0.05% Add +444.6% 22,361 $7.8M
MAI Capital Management 0.03% Add +27.7% 21,945 $7.8M
Studio Investment Management LLC 1.31% Reduce -0.3% 21,920 $7.8M
Hilton Capital Management, LLC 0.52% Add +1.7% 21,580 $7.6M
Financial & Tax Architects, LLC 1.61% Add +2.0% 21,513 $7.6M
Vise Technologies, Inc. 0.09% Add +66.2% 21,368 $7.6M
SEB Asset Management AB 0.03% Add +8.0% 21,191 $7.5M
McKinley Carter Wealth Services, Inc. 0.39% Reduce -6.9% 21,189 $7.5M
Martin Capital Partners, LLC 2.75% Reduce -0.7% 21,140 $7.5M
Farther Finance Advisors, LLC 0.06% Reduce -8.5% 21,115 $7.5M
CoreCap Advisors, LLC 0.22% Add +377.9% 21,047 $7.5M
Private Advisor Group, LLC 0.03% Reduce -21.9% 21,045 $7.5M
Shelton Capital Management 0.14% Add +69.7% 20,943 $7.4M
WoodTrust Financial Corp 0.88% Reduce -2.0% 20,904 $7.4M
WCG Wealth Advisors LLC 0.17% Add +15.8% 20,576 $7.3M
New Age Alpha Advisors, LLC 0.31% Reduce -23.2% 20,551 $7.3M
Easterly Investment Partners LLC 0.37% New 20,500 $7.3M
Bfsg, LLC 0.64% Reduce -0.1% 20,428 $7.2M
Private Management Group Inc. 0.19% No change 20,384 $7.2M
Machina Capital S.A.S. 1.13% Add +55.8% 20,149 $7.1M
Teachers Retirement System of the State of Kentucky 0.05% No change 20,137 $7.1M
PDT Partners, LLC 0.37% Reduce -24.8% 20,133 $7.1M
IFM Investors Pty Ltd 0.05% Add +8.4% 20,126 $7.1M
Orion Investment Co 2.07% Add +1.1% 20,053 $7.1M
Canal Insurance CO 1.55% No change 20,000 $7.1M
Mizuho Securities USA LLC 0.11% Add +29.5% 19,871 $7.0M
Manhattan West Asset Management, LLC 1.16% Add +10.2% 19,618 $6.9M
KCM Investment Advisors LLC 0.21% Reduce -0.8% 19,490 $6.9M
Advisory Resource Group 1.04% Add +7.4% 19,486 $6.9M
NBT Bank, N.A. 0.46% Reduce -0.6% 19,472 $6.9M
Vestmark Advisory Solutions, Inc. 0.06% Reduce -3.3% 19,392 $6.9M
Intech Investment Management LLC 0.06% Reduce -15.8% 19,370 $6.9M
OMERS ADMINISTRATION Corp 0.04% Add +10.4% 19,312 $6.8M
Glassy Mountain Advisors, Inc. 1.87% Reduce -5.4% 19,299 $6.8M
EP Wealth Advisors, LLC 0.03% Add +21.2% 19,229 $6.8M
Soltis Investment Advisors LLC 0.39% Add +3.9% 19,136 $6.8M
Focus Partners Advisor Solutions, LLC 0.06% Add +70.1% 18,907 $6.7M
Integrated Wealth Concepts LLC 0.04% Reduce -4.3% 18,894 $6.7M
Morgan Dempsey Capital Management LLC 2.81% Add +3.3% 18,483 $6.5M
Alkeme Wealth, LLC 2.47% Reduce -0.8% 18,255 $6.5M
Woodley Farra Manion Portfolio Management Inc. 0.31% Add +2.5% 18,222 $6.5M
Allstate Corp. 0.06% Reduce -27.8% 18,185 $6.4M
Kensington Investment Counsel, LLC 2.80% Reduce -4.9% 18,184 $6.4M
Keybank National Association 0.02% Add +0.9% 18,149 $6.4M
Leelyn Smith, LLC 0.77% Add +0.9% 17,931 $6.4M
Simplicity Wealth,LLC 0.21% Add +990.0% 17,930 $6.4M
Graham Capital Management, L.P. 0.24% Add +81.2% 17,694 $6.3M
Stephens Inc. 0.07% Reduce -1.5% 17,494 $6.2M
Federation des caisses Desjardins du Quebec 0.02% Add +22.1% 17,452 $6.2M
Rockline Wealth Management, LLC 1.18% Reduce -0.5% 17,445 $6.2M
Unison Advisors LLC 0.43% Add +0.5% 17,425 $6.2M
Stonebridge Financial Group, LLC 0.47% Add +2.7% 17,421 $6.2M
NovaPoint Capital, LLC 1.28% Add +1.3% 17,403 $6.2M
Advisory Services Network, LLC 0.07% Add +2.7% 17,369 $6.2M
Ritholtz Wealth Management 0.09% Reduce -0.0% 17,309 $6.1M
Foster & Motley Inc. 0.28% Reduce -2.5% 17,292 $6.1M
Woodmont Investment Counsel LLC 0.33% Reduce -0.1% 17,078 $6.0M
Bridgewater Associates 0.02% New 16,888 $6.0M
Summit Trail Advisors, LLC 0.07% Reduce -2.2% 16,825 $6.0M
Caprock Group, LLC 0.11% Reduce -11.0% 16,783 $5.9M
Hamilton Capital Partners Inc. 0.17% Add +17.3% 16,762 $5.9M
Hantz Financial Services, Inc. 0.08% Reduce -3.2% 16,733 $5.9M
Trust Co. of Toledo NA 0.49% Add +7.3% 16,487 $5.8M
Kentucky Retirement Systems 0.14% Reduce -42.3% 15,953 $5.7M
Mission Wealth Management, LP 0.07% Add +33.4% 15,929 $5.6M
Marks Group Wealth Management, Inc 0.48% Reduce -23.7% 15,557 $5.5M
Morningstar Investment Management LLC 0.34% No change 15,976 $5.5M
Somerset Trust Co 1.53% Add +2.3% 15,295 $5.4M
Savant Capital, LLC 0.02% Add +73.0% 14,696 $5.4M
iA Global Asset Management Inc. 0.06% Add +814.9% 15,214 $5.4M
Norinchukin Bank, The 0.05% Reduce -7.8% 15,196 $5.4M
Stonebridge Capital Management Inc. 2.59% Reduce -18.8% 15,193 $5.4M
Northcape Wealth Management, LLC 1.41% Reduce -1.7% 15,163 $5.4M
Brookstone Capital Management 0.05% Reduce -41.9% 15,073 $5.3M
Sky Investment Group LLC 0.86% Add +2.0% 15,030 $5.3M
BTC Capital Management, Inc. 0.32% Add +4.3% 14,943 $5.3M
Park Avenue Securities LLC 0.03% Reduce -11.1% 14,865 $5.3M
Orion Porfolio Solutions, LLC 0.04% Reduce -44.1% 14,763 $5.2M
Investment Management Corp of Ontario 0.07% Reduce -10.7% 14,670 $5.2M
Valley Wealth Managers, Inc. 0.30% Add +1.9% 14,572 $5.2M
CX Institutional 0.15% Add +4.5% 14,532 $5.1M
Webster Bank, N. A. 0.45% Reduce -5.2% 14,508 $5.1M
Lummis Asset Management, LP 3.06% Reduce -1.1% 14,095 $5.1M
Westover Capital Advisors, LLC 0.85% Add +9.3% 14,451 $5.1M
Strategic Blueprint, LLC 0.26% Reduce -0.1% 14,404 $5.1M
Alps Advisors Inc. 0.02% Add +19.4% 14,351 $5.1M
1832 Asset Management L.P. 0.01% Add +334.4% 14,322 $5.1M
Bellars Harris Wealth Management, LLC 1.02% — 14,157 $5.0M
Hartford Investment Management Co. 0.14% Reduce -3.1% 14,035 $5.0M
Bontempo Ohly Capital Mgmt LLC 2.10% Add +0.2% 13,949 $4.9M
Global Wealth Management Investment Advisory, Inc. 0.70% Add +4.5% 13,862 $4.9M
Maryland State Retirement & Pension System 0.08% Add +9.3% 13,771 $4.9M
Brady Family Wealth, LLC 1.40% Add +1.9% 13,678 $4.8M
Ameritas Investment Partners, Inc. 0.13% Add +1.3% 13,672 $4.8M
Scotia Capital Inc. 0.02% Add +2.3% 13,613 $4.8M
Perigon Wealth Management, LLC 0.08% Add +1.9% 13,527 $4.8M
Essex Financial Services, Inc. 0.24% Reduce -5.1% 13,509 $4.8M
AG2R La Mondiale Gestion D'actifs 0.17% Add +10.7% 13,448 $4.8M
PFG Advisors 0.24% Reduce -2.8% 13,328 $4.7M
OpenArc Corporate Advisory, LLC 0.06% Add +2.2% 13,293 $4.7M
Arkadios Wealth Advisors 0.07% Reduce -11.2% 13,269 $4.7M
Burney Co./ 0.13% Reduce -1.3% 13,198 $4.7M
J.W. Cole Advisors, Inc. 0.08% New 13,160 $4.7M
Murphy Pohlad Asset Management LLC 1.61% No change 13,034 $4.6M
Entropy Technologies, LP 0.18% Reduce -49.7% 13,003 $4.6M
Louisiana State Employees Retirement System 0.07% Add +0.8% 13,000 $4.6M
Rossmore Private Capital 0.37% Add +5.7% 12,943 $4.6M
Dana Investment Advisors, Inc. 0.12% Add +0.1% 12,891 $4.6M
Ramirez Asset Management, Inc. 0.47% Reduce -1.6% 12,789 $4.5M
Capital Analysts, LLC 0.10% Reduce -6.6% 12,773 $4.5M
Brevan Howard Capital Management LP 0.07% Reduce -39.3% 12,693 $4.5M
New Mexico Educational Retirement Board 0.11% Add +8.6% 12,614 $4.5M
Nations Financial Group Inc, /Ia/ 0.21% Add +5.5% 12,582 $4.5M
Sound View Wealth Advisors Group, LLC 0.28% Reduce -1.5% 12,579 $4.5M
Kingsview Wealth Management, LLC 0.05% Add +5.0% 12,538 $4.4M
Brendel Financial Advisors LLC 2.03% Reduce -0.1% 12,401 $4.4M
Fifth Third Wealth Advisors LLC 0.12% Reduce -1.8% 12,374 $4.4M
Kingswood Wealth Advisors, LLC 0.18% Reduce -1.1% 12,370 $4.4M
Money Concepts Capital Corp. 0.20% Reduce -0.5% 12,369 $4.4M
Elevation Point Wealth Partners, LLC 0.08% Reduce -14.2% 12,347 $4.4M
Diversify Advisory Services, LLC 0.07% New 11,186 $4.4M
Diversify Wealth Management, LLC 0.07% Reduce -5.5% 11,186 $4.4M
Birch Financial Group, LLC 2.23% No change 12,251 $4.3M
Glenview Trust Co 0.06% Add +4.1% 12,033 $4.3M
OneDigital Investment Advisors LLC 0.04% Add +8.4% 11,997 $4.2M
Watchman Group, Inc. 0.95% Reduce -8.2% 11,986 $4.2M
LBP Am SA 0.04% Add +40.5% 11,902 $4.2M
Kinloch Capital, LLC 1.54% Add +1.8% 11,886 $4.2M
Harvest Portfolios Group Inc. 0.06% Add +30.6% 11,730 $4.2M
Erste Asset Management GmbH 0.03% Reduce -34.6% 11,706 $4.1M
Aptus Capital Advisors, LLC 0.03% Reduce -6.7% 11,702 $4.1M
X-Square Capital, LLC 1.05% Add +3.1% 11,669 $4.1M
PYA Waltman Capital, LLC 0.98% Add +26.4% 11,650 $4.1M
Stratos Wealth Partners, LTD. 0.04% Add +16.3% 11,596 $4.1M
Ethic Inc. 0.05% Reduce -2.3% 11,555 $4.1M
Simon Quick Advisors, LLC 0.16% Add +0.8% 11,357 $4.0M
Investment Research & Advisory Group, Inc. 1.24% Add +0.9% 11,352 $4.0M
Linscomb Wealth, Inc. 0.17% Add +3.1% 11,318 $4.0M
Schulhoff & Co. Inc. 1.60% Reduce -0.2% 11,260 $4.0M
T. Rowe Price Investment Management, Inc. 0.00% Reduce -9.5% 11,241 $4.0M
Farmers National Bank 0.83% Reduce -0.5% 11,205 $4.0M
Prudential PLC 0.03% No change 11,161 $4.0M
Trilogy Capital Inc. 0.15% Add +3.6% 11,130 $3.9M
Park National Corp. 0.11% Reduce -1.3% 11,025 $3.9M
Gold Investment Management Ltd. 1.06% Reduce -0.3% 11,024 $3.9M
Capital & Planning, LLC 2.01% Add +16.0% 10,977 $3.9M
Lowe Brockenbrough & Co. Inc. 0.17% Reduce -1.4% 10,933 $3.9M
Nykredit A/S 0.01% — 10,726 $3.8M
LS Investment Advisors, LLC 0.51% Reduce -4.9% 10,707 $3.8M
AE Wealth Management LLC 0.02% Add +8.6% 10,650 $3.8M
Delta Capital Management LLC 1.75% Add +0.5% 10,605 $3.8M
Mgo One Seven LLC 0.06% Add +2.1% 10,592 $3.8M
Bath Savings Trust Co 0.39% Add +0.8% 10,537 $3.7M
Flputnam Investment Management Co. 0.04% Add +1.7% 10,534 $3.7M
Jamison Private Wealth Management, Inc. 0.39% Add +3.1% 10,504 $3.7M
Brighton Jones LLC 0.07% Reduce -16.8% 10,451 $3.7M
Archford Capital Strategies, LLC 0.37% Add +27.9% 10,407 $3.7M
MainStreet Investment Advisors LLC 0.50% Add +0.5% 10,368 $3.7M
Strategic Global Advisors, LLC 0.52% New 10,329 $3.7M
Essex LLC 0.55% Reduce -9.3% 10,304 $3.7M
First Business Financial Services, Inc. 0.28% Add +4.5% 10,301 $3.6M
Mystic Asset Management, Inc. 0.78% Reduce -1.3% 10,294 $3.6M
Prospera Financial Services Inc 0.05% Reduce -3.5% 10,270 $3.6M
Themes Management Co LLC 2.41% Reduce -6.0% 10,277 $3.6M
Oliver Luxxe Assets LLC 0.54% Add +0.2% 10,262 $3.6M
Brown Brothers Harriman & Co. 0.02% Add +33.9% 10,227 $3.6M
Pure Financial Advisors, LLC 0.05% Add +3.3% 10,177 $3.6M
Whittier Trust Co. 0.04% Reduce -2.9% 9,528 $3.6M
Rockland Trust Co. 0.14% Reduce -4.5% 10,127 $3.6M
Parr McKnight Wealth Management Group, LLC 0.42% Add +0.5% 10,113 $3.6M
Mitchell & Pahl Private Wealth, LLC 1.29% Add +1.9% 9,925 $3.5M
Van Hulzen Asset Management, LLC 0.25% Reduce -12.2% 9,794 $3.5M
Fonville Wealth Management LLC 0.57% Add +0.1% 9,783 $3.5M
Fairvoy Private Wealth, LLC 0.70% Add +0.9% 9,749 $3.5M
Principal Securities, Inc. 0.04% Reduce -5.0% 9,734 $3.4M
Modera Wealth Management, LLC 0.04% Add +0.7% 9,673 $3.4M
Prime Capital Investment Advisors, LLC 0.03% Reduce -3.3% 9,637 $3.4M
Wealth Advisors of Tampa Bay, LLC 1.04% Add +2.3% 9,631 $3.4M
Capital Investment Advisors, LLC 0.04% Reduce -0.1% 9,604 $3.4M
Condor Capital Management 0.25% Reduce -0.1% 9,566 $3.4M
Nicolet Bankshares Inc. 0.11% Reduce -9.0% 9,230 $3.4M
MassMutual Private Wealth & Trust, FSB 0.09% Reduce -3.3% 9,510 $3.4M
Fisher Asset Management 0.00% Reduce -8.4% 9,495 $3.4M
Agf Management Ltd. 0.01% Reduce -7.6% 9,492 $3.4M
Chicago Partners Investment Group LLC 0.07% Add +24.8% 8,765 $3.3M
Navellier & Associates Inc. 0.26% Add +1.6% 9,425 $3.3M
TCTC Holdings, LLC 0.09% Reduce -1.6% 9,414 $3.3M
FSB Premier Wealth Management, Inc. 0.93% Reduce -10.2% 9,360 $3.3M
Independent Advisor Alliance 0.08% Reduce -0.3% 9,324 $3.3M
Texas Yale Capital Corp. 0.07% No change 9,315 $3.3M
Mosaic Family Wealth Partners, LLC 0.22% Add +260.1% 9,264 $3.3M
Bragg Financial Advisors, Inc 0.09% Reduce -0.8% 9,252 $3.3M
Linden Thomas Advisory Services, LLC 0.26% Add +4.7% 9,236 $3.3M
Pinkerton Wealth, LLC 0.28% Reduce -3.5% 9,518 $3.3M
True Freedom Investing, LLC 0.26% Reduce -2.0% 9,515 $3.3M
Cinctive Capital Management LP 0.13% New 9,210 $3.3M
William Allan Corp 1.59% Add +2.0% 9,206 $3.3M
Beaumont Financial Advisors, LLC 0.21% Reduce -4.7% 9,198 $3.3M
Daymark Wealth Partners, LLC 0.08% Add +0.6% 9,183 $3.3M
Patriot Financial Group Insurance Agency, LLC 0.33% Reduce -42.0% 9,110 $3.2M
IFP Advisors, Inc 0.06% Add +3.8% 9,097 $3.2M
Snowden Capital Advisors LLC 0.08% Reduce -5.4% 9,095 $3.2M
Insight Inv LLC 1.51% Reduce -0.5% 9,067 $3.2M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -0.0% 9,060 $3.2M
Argonautica Private Wealth Management, Inc. 0.78% Reduce -4.0% 9,008 $3.2M
NewEdge Wealth, LLC 0.03% Add +8.5% 8,977 $3.2M
Brown Miller Wealth Management, LLC 0.80% Add +0.2% 8,972 $3.2M
KMG Fiduciary Partners, LLC 0.29% Reduce -52.0% 8,940 $3.2M
SWS Partners 0.68% Add +6.2% 8,919 $3.2M
Icon Wealth Advisors, LLC 0.19% Reduce -0.1% 8,910 $3.2M
Mutual Advisors, LLC 0.06% Add +0.8% 8,901 $3.2M
Axxcess Wealth Management, LLC 0.05% New 8,894 $3.2M
Rodgers Brothers Inc. 0.30% No change 8,861 $3.1M
Family Legacy, Inc. 0.83% Reduce -1.0% 8,797 $3.1M
Marotta Asset Management 0.52% Reduce -1.4% 8,581 $3.1M
Stenger Family Office, LLC 0.49% Add +4.5% 8,773 $3.1M
Cornerstone Planning, LLC 0.72% Add +1.5% 8,734 $3.1M
Herbst Group, LLC 1.68% Add +2.2% 8,685 $3.1M
High Note Wealth, LLC 0.52% Add +2.2% 8,680 $3.1M
Carnegie Investment Counsel 0.06% Reduce -10.1% 8,637 $3.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +9.5% 8,606 $3.0M
Shoker Investment Counsel, Inc. 0.77% Add +17.9% 8,604 $3.0M
IHT Wealth Management, LLC 0.06% Reduce -7.1% 8,598 $3.0M
ICW Investment Advisors LLC 1.06% Reduce -0.3% 8,587 $3.0M
GAMMA Investing LLC 0.11% Add +8.0% 8,586 $3.0M
Columbus Macro, LLC 0.30% Add +0.8% 8,584 $3.0M
Mechanics Financial Corp 1.09% Add +1.1% 8,581 $3.0M
Gabelli Funds LLC 0.02% Add +9.5% 8,451 $3.0M
LVW Advisors, LLC 0.26% Add +1.6% 8,447 $3.0M
Bessemer Group Inc. 0.00% Add +1.3% 8,425 $3.0M
Atlantic Union Bankshares Corp 0.05% Reduce -1.0% 8,420 $3.0M
Vectors Research Management, LLC 0.78% Add +6.7% 8,389 $3.0M
Jacobi Capital Management LLC 0.14% Reduce -2.9% 8,342 $3.0M
WASHINGTON TRUST Co 0.09% Add +0.0% 8,308 $2.9M
ARS Wealth Advisors Group, LLC 0.23% Reduce -0.2% 8,308 $2.9M
Clearstead Advisors, LLC 0.03% Add +13.8% 8,301 $2.9M
Citadel Investment Advisory, Inc. 1.34% Reduce -0.1% 8,291 $2.9M
RKL Wealth Management LLC 0.23% Add +0.9% 8,258 $2.9M
Canandaigua National Bank & Trust Co. 0.25% — 8,249 $2.9M
Leavell Investment Management, Inc. 0.11% Add +1.4% 8,223 $2.9M
Mark Sheptoff Financial Planning, LLC 1.54% No change 8,216 $2.9M
Verdence Capital Advisors LLC 0.15% Reduce -20.7% 8,168 $2.9M
Talon Private Wealth, LLC 0.34% Add +8.0% 8,138 $2.9M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.2% 8,137 $2.9M
Sigma Planning Corp 0.07% Add +2.1% 8,129 $2.9M
Choreo, LLC 0.03% Reduce -3.3% 8,085 $2.9M
HBK Sorce Advisory LLC 0.06% Add +0.7% 7,456 $2.9M
Empirical Finance, LLC 0.12% Add +3.9% 8,067 $2.9M
Cornerstone Wealth Management, LLC 0.12% Add +5.0% 8,056 $2.9M
Savvy Advisors, Inc. 0.06% Reduce -5.4% 8,046 $2.9M
Avidian Wealth Enterprises, LLC 0.08% Add +4.9% 7,941 $2.8M
Independent Financial Group, LLC 0.05% Reduce -0.0% 7,847 $2.8M
Dynasty Wealth Management, LLC 0.02% Reduce -6.9% 7,836 $2.8M
Citizens Financial Group Inc. 0.03% Add +0.4% 7,832 $2.8M
Ranch Capital Advisors Inc. 0.88% Add +11.9% 7,825 $2.8M
Stokes Family Office, LLC 0.32% Reduce -15.7% 7,811 $2.8M
First Horizon Corp. 0.11% Add +0.7% 7,781 $2.8M
Symphony Financial, Ltd. Co. 0.30% Add +23.0% 7,885 $2.7M
Independence Bank of Kentucky 0.31% Reduce -2.6% 7,750 $2.7M
Ascent Group, LLC 0.08% Add +17.8% 7,724 $2.7M
Bradley Foster & Sargent Inc. 0.04% Reduce -1.5% 7,721 $2.7M
Griffin Asset Management, Inc. 0.29% Reduce -2.2% 7,712 $2.7M
Tokio Marine Asset Management Co. Ltd. 0.08% Add +0.5% 7,712 $2.7M
Processus Wealth & Capital Management, LLC 1.61% Add +2.0% 7,653 $2.7M
Mufg Securities Americas Inc. 0.14% Add +8.9% 7,645 $2.7M
Accretive Wealth Partners, LLC 0.65% Add +0.9% 7,597 $2.7M
W.G. Shaheen & Associates DBA Whitney & Co 0.20% Add +0.2% 7,590 $2.7M
Beacon Financial Group 0.24% Add +0.3% 7,534 $2.7M
North Dakota State Investment Board 0.11% Add +2.6% 7,514 $2.7M
Beacon Pointe Advisors, LLC 0.01% Add +0.2% 7,488 $2.7M
Lanark Financial, Inc. 0.18% Add +1.3% 7,449 $2.6M
Summit Financial, LLC 0.03% Add +12.5% 7,416 $2.6M
Fayez Sarofim & Co 0.01% Add +1.4% 7,385 $2.6M
1ST Source Bank 0.12% Add +0.3% 7,355 $2.6M
CFS Investment Advisory Services, LLC 0.17% Reduce -0.7% 6,951 $2.6M
Silvercrest Asset Management Group LLC 0.02% Add +0.3% 7,314 $2.6M
Red Cedar Investment Management, LLC 0.24% No change 7,263 $2.6M
BCM Advisors, LLC 0.50% Add +0.7% 6,648 $2.6M
Zurich Insurance Group Ltd 0.02% No change 7,200 $2.6M
Goelzer Investment Management, Inc. 0.11% Reduce -3.9% 7,183 $2.5M
Harvest Investment Advisors, LLC 1.26% Add +3.7% 7,164 $2.5M
LOM Asset Management Ltd 0.66% Add +6.9% 7,158 $2.5M
Callan Family Office, LLC 0.05% Reduce -0.6% 7,153 $2.5M
Callahan Advisors, LLC 0.19% No change 7,147 $2.5M
Embree Financial Group 0.25% Add +0.3% 7,137 $2.5M
Citizens National Bank Trust Department 0.37% No change 7,134 $2.5M
United Bank 0.77% Reduce -5.7% 7,125 $2.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +1.9% 7,122 $2.5M
Rehmann Capital Advisory Group 0.12% Reduce -5.4% 7,098 $2.5M
Rayburn West Financial Services LLC 1.38% Reduce -0.3% 7,092 $2.5M
Valmark Advisers, Inc. 0.03% Add +0.8% 7,063 $2.5M
Securian Asset Management, Inc. 0.09% Reduce -1.9% 6,761 $2.5M
Meeder Asset Management Inc. 0.13% Reduce -94.0% 7,030 $2.5M
Geneos Wealth Management Inc. 0.05% Add +1.9% 7,025 $2.5M
Ameritas Advisory Services, LLC 0.05% Add +431.0% 7,009 $2.5M
Cassaday & Co Wealth Management LLC 0.05% Reduce -2.4% 6,983 $2.5M
Grey Ledge Advisors, LLC 0.50% Reduce -1.3% 6,969 $2.5M
Diversified Trust Co. 0.04% Reduce -22.9% 6,966 $2.5M
JB Capital LLC 0.09% Reduce -0.1% 6,952 $2.5M
Meeder Advisory Services, Inc. 0.09% Add +8.0% 6,932 $2.5M
ARS Investment Partners, LLC 0.11% Reduce -1.2% 6,909 $2.4M
Benedict Financial Advisors Inc. 0.47% Reduce -0.1% 6,882 $2.4M
Coldstream Capital Management Inc. 0.03% Reduce -12.5% 6,857 $2.4M
Trust Co. of Vermont 0.09% — 6,848 $2.4M
Sculati Wealth Management, LLC 0.81% No change 6,570 $2.4M
Kintra Wealth, LLC 0.13% Reduce -0.4% 6,150 $2.4M
Confluence Wealth Services, Inc. 0.07% Add +38.4% 6,819 $2.4M
Breakwater Capital Group 0.29% Add +0.0% 6,780 $2.4M
Boothbay Fund Management, LLC 0.05% Add +388.8% 6,780 $2.4M
Pathway Financial Advisers, LLC 0.61% Add +2.7% 6,777 $2.4M
HF Advisory Group, LLC 0.74% Add +6.0% 6,753 $2.4M
Walleye Capital LLC 0.01% Reduce -90.3% 6,752 $2.4M
Laird Norton Wetherby Trust Company, LLC 0.05% Reduce -1.1% 6,742 $2.4M
Kathmere Capital Management, LLC 0.13% Add +7.2% 6,741 $2.4M
Autumn Glory Partners, LLC 0.68% New 6,732 $2.4M
Greenleaf Trust 0.02% Reduce -5.1% 6,724 $2.4M
Dorato Capital Management 1.61% No change 6,335 $2.4M
Crestwood Advisors Group, LLC 0.04% Add +18.3% 6,689 $2.4M
Aljian Capital Management, LLC 0.44% No change 6,674 $2.4M
Secure Asset Management, LLC 0.33% Add +8.7% 6,631 $2.3M
Kentucky Retirement Systems Insurance Trust Fund 0.14% Reduce -0.5% 6,620 $2.3M
Canada Post Corp Registered Pension Plan 0.08% Reduce -10.2% 6,612 $2.3M
Plato Investment Management Ltd 0.13% Add +89.6% 6,647 $2.3M
Courier Capital LLC 0.12% Add +3.0% 6,591 $2.3M
Global Retirement Partners, LLC 0.04% — 6,586 $2.3M
Wealthcare Advisory Partners LLC 0.04% Reduce -2.6% 6,585 $2.3M
Fiduciary Group, LLC 0.18% Reduce -3.4% 6,567 $2.3M
Weaver C. Barksdale & Associates, Inc. 2.08% Reduce -0.1% 6,557 $2.3M
Radnor Capital Management, LLC 0.33% No change 6,543 $2.3M
Cypress Capital Group 0.21% Add +17.7% 6,477 $2.3M
Basepoint Wealth LLC 1.31% Reduce -4.9% 6,454 $2.3M
Valeo Financial Advisors, LLC 0.05% Add +1.3% 6,423 $2.3M
Level Four Advisory Services, LLC 0.06% Reduce -7.6% 6,383 $2.3M
Bluespring Wealth Management, LLC 0.04% Add +70.9% 6,379 $2.3M
Belpointe Asset Management LLC 0.07% Add +11.9% 6,376 $2.3M
Signaturefd, LLC 0.03% Add +3.7% 6,363 $2.3M
Arrow Financial Corp 0.20% Reduce -0.3% 6,360 $2.3M
Intrust Bank NA 0.16% Add +1.7% 6,257 $2.2M
AlphaCore Capital LLC 0.04% Add +34.4% 6,236 $2.2M
Nicholson Wealth Management Group, LLC 1.30% Add +0.1% 6,221 $2.2M
Main Street Financial Solutions, LLC 0.14% Add +43.2% 6,212 $2.2M
Numerai GP LLC 0.18% Add +23.6% 6,192 $2.2M
Syon Capital LLC 0.10% Reduce -8.1% 6,191 $2.2M
Retirement Guys Formula LLC 0.82% Add +10.3% 6,172 $2.2M
Personal Cfo Solutions, LLC 0.31% Add +0.2% 6,121 $2.2M
Woodstock Corp. 0.18% No change 6,071 $2.2M
Nicholas Hoffman & Company, LLC. 0.05% Add +8.1% 6,046 $2.1M
Norden Group LLC 0.18% Reduce -5.0% 6,043 $2.1M
Thoroughbred Financial Services, LLC 0.10% Reduce -32.2% 6,017 $2.1M
Gladwyn Financial Advisors, Inc. 1.33% No change 6,011 $2.1M
Modern Wealth Management, LLC 0.03% Add +1.7% 6,007 $2.1M
Accurate Wealth Management, LLC 0.20% Add +16.0% 5,644 $2.1M
Metis Global Partners, LLC 0.05% Reduce -14.7% 5,963 $2.1M
Simmons Bank 0.12% Reduce -3.7% 5,922 $2.1M
denkapparat Operations GmbH 0.69% Add +37.7% 5,916 $2.1M
Altman Advisors, Inc. 0.75% Reduce -0.5% 5,891 $2.1M
Franklin Street Advisors Inc. 0.12% No change 5,850 $2.1M
Alaethes Wealth, LLC 0.60% Add +0.1% 5,848 $2.1M
Glass Wealth Management Co LLC 0.69% Add +0.7% 5,782 $2.0M
Virtus Investment Advisers, LLC 0.48% Add +11.5% 5,769 $2.0M
Koshinski Asset Management, Inc. 0.11% Reduce -3.4% 5,745 $2.0M
Parallel Advisors, LLC 0.03% Add +11.0% 5,702 $2.0M
Beese Fulmer Investment Management, Inc. 0.12% Reduce -13.4% 5,697 $2.0M
XML Financial, LLC 0.15% Reduce -1.7% 5,692 $2.0M
Hills Bank & Trust Co 0.09% Reduce -5.2% 5,692 $2.0M
Werlinich Asset Management, LLC 0.77% No change 5,675 $2.0M
American State Bank (Iowa) 0.81% Add +2.6% 5,659 $2.0M
Formidable Asset Management, LLC 0.32% Reduce -1.2% 5,832 $2.0M
Harbour Investments, Inc. 0.03% Add +0.3% 5,602 $2.0M
Procyon Advisors, LLC 0.09% Reduce -2.3% 5,590 $2.0M
Quadrant Capital Group LLC 0.05% Add +1.0% 5,547 $2.0M
Aprio Wealth Management, LLC 0.10% Reduce -0.4% 5,536 $2.0M
Meiji Yasuda Asset Management Co Ltd. 0.09% Add +7.0% 5,524 $2.0M
Garner Asset Management Corp 0.63% Add +33.7% 5,486 $1.9M
Matrix Trust Co 0.28% Reduce -7.0% 5,436 $1.9M
Legacy Capital Group California, Inc. 0.58% Reduce -2.7% 5,420 $1.9M
Illinois Municipal Retirement Fund 0.02% Add +4.8% 5,415 $1.9M
Rwa Wealth Partners, LLC 0.02% Add +18.1% 5,391 $1.9M
Johnson Investment Counsel Inc. 0.01% Reduce -1.8% 5,389 $1.9M
Wealthspire Advisors, LLC 0.01% Add +52.5% 5,388 $1.9M
Portside Wealth Group, LLC 0.22% Reduce -0.2% 5,360 $1.9M
Unique Wealth Strategies, LLC 0.69% Add +47.5% 5,348 $1.9M
Cape Ann Savings Bank 0.89% Reduce -1.8% 5,339 $1.9M
Meadowbrook Advisors Group, LLC 1.01% Reduce -17.6% 5,336 $1.9M
Ellis Investment Partners, LLC 0.28% Add +0.1% 5,295 $1.9M
BKM Wealth Management, LLC 0.66% Reduce -17.6% 5,295 $1.9M
Inlet Private Wealth, LLC 0.46% Add +20.7% 5,293 $1.9M
UMB Bank, n.a. 0.02% Reduce -1.5% 5,272 $1.9M
SevenBridge Financial Group, LLC 0.27% Reduce -0.2% 4,733 $1.9M
FWL Investment Management, LLC 0.34% Reduce -3.9% 5,212 $1.8M
Sierra Summit Advisors LLC 0.21% Add +2.4% 5,197 $1.8M
Smithbridge Asset Management Inc. 0.25% Reduce -1.6% 5,131 $1.8M
Evolve Private Wealth, LLC 0.11% Reduce -35.0% 5,121 $1.8M
Citizens & Northern Corp. 0.41% Reduce -3.0% 5,113 $1.8M
Argus Investors' Counsel, Inc. 1.39% Reduce -1.7% 5,106 $1.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -29.9% 5,094 $1.8M
Essex Bank 0.39% Reduce -3.1% 5,088 $1.8M
SeaCrest Wealth Management, LLC 0.20% Reduce -0.3% 5,084 $1.8M
Mount Lucas Management LP 0.64% Add +3.6% 5,078 $1.8M
Kirtland Hills Capital Management, LLC 0.51% Add +0.2% 5,061 $1.8M
Community Bank, N.A. 0.19% Reduce -1.0% 5,045 $1.8M
Shelton Wealth Management, LLC 0.71% Add +11.2% 5,039 $1.8M
Outfitters Financial LLC 1.25% Add +0.6% 5,024 $1.8M
Voya Financial Advisors, Inc. 0.16% Reduce -10.1% 5,111 $1.8M
Cohen Klingenstein LLC 0.05% No change 5,000 $1.8M
Rexford Capital Inc. 1.08% Add +0.0% 4,961 $1.8M
17 Capital Partners, LLC 0.79% Reduce -0.6% 4,943 $1.8M
Aaron Wealth Advisors LLC 0.09% Reduce -22.1% 4,938 $1.7M
Aviva PLC 0.00% Reduce -1.4% 4,879 $1.7M
Virtue Asset Management LLC 1.24% Add +8.6% 4,875 $1.7M
Tevis Investment Management 0.94% Reduce -0.9% 4,870 $1.7M
Paragon Private Wealth Management, LLC 0.45% Add +60.3% 4,862 $1.7M
GeoWealth Management, LLC 0.05% Add +2.7% 4,812 $1.7M
Uncommon Cents Investing LLC 0.37% Add +1.2% 4,806 $1.7M
Gateway Investment Advisers LLC 0.02% Add +16.9% 4,763 $1.7M
Fishman Jay A Ltd. 0.13% No change 4,749 $1.7M
Sompo Asset Management Co., Ltd. 0.28% Reduce -0.8% 4,740 $1.7M
Old National Bancorp 0.03% Add +1.4% 4,738 $1.7M
Peoples Bank 1.63% Reduce -3.7% 4,735 $1.7M
Sagespring Wealth Partners, LLC 0.03% Reduce -0.7% 4,707 $1.7M
BigSur Wealth Management LLC 0.40% No change 4,700 $1.7M
Aspiriant, LLC 0.04% Add +7.6% 4,696 $1.7M
Cannell & Spears LLC 0.03% No change 4,679 $1.7M
Bank of Hawaii 0.08% Reduce -3.7% 4,670 $1.7M
Croban 0.73% Add +2.8% 4,669 $1.7M
Premier Path Wealth Partners, LLC 0.19% Add +1.3% 4,667 $1.7M
Hazlett, Burt & Watson, Inc. 0.44% Add +0.1% 4,645 $1.6M
Silvia McColl Wealth Management, LLC 0.99% Reduce -0.2% 4,629 $1.6M
Coastline Trust Co 0.14% No change 4,614 $1.6M
Sterling Capital Management LLC 0.03% Add +847.7% 4,606 $1.6M
SlateStone Wealth, LLC 0.12% Add +1.7% 4,597 $1.6M
TD Private Client Wealth LLC 0.03% Reduce -5.3% 4,590 $1.6M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% Reduce -7.7% 4,553 $1.6M
Capital Advisors Inc. 0.02% Add +0.6% 4,551 $1.6M
Berkeley Capital Partners, LLC 0.33% Add +1.6% 4,549 $1.6M
TLWM 0.26% Reduce -1.8% 4,544 $1.6M
Compound Planning, Inc. 0.04% Add +6.7% 4,535 $1.6M
Caldwell Trust Co 0.13% Add +20.9% 4,499 $1.6M
Asset Dedication, LLC 0.10% Reduce -4.9% 4,477 $1.6M
Bigelow Investment Advisors, LLC 0.57% No change 4,475 $1.6M
Bangor Savings Bank 0.12% Reduce -1.6% 4,462 $1.6M
Pines Wealth Management, LLC 0.45% Reduce -4.6% 4,454 $1.6M
Presidio Capital Management, LLC 0.39% Add +0.4% 4,453 $1.6M
Fidelis Capital Partners, LLC 0.09% Add +18.6% 4,430 $1.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Add +435.2% 4,421 $1.6M
Center for Wealth Management Advisory 0.98% Add +5.7% 4,412 $1.6M
CWA Asset Management Group, LLC 0.05% Add +6.7% 4,412 $1.6M
Ferguson Wellman Capital Management, Inc. 0.02% Add +0.4% 4,409 $1.6M
Vestcor Inc 0.04% Reduce -8.0% 4,408 $1.6M
Roberts Glore & Co. Inc. 0.38% Reduce -0.9% 4,392 $1.6M
Tema ETFs LLC 0.05% Add +10.5% 4,381 $1.6M
Ostrum Asset Management 0.07% Add +35.5% 4,305 $1.5M
Lebenthal Global Advisors, LLC 0.21% Add +1.6% 4,302 $1.5M
First American Bank 0.09% No change 4,298 $1.5M
University of Texas/Texas Am Investment Management Co. 0.18% Add +2565.8% 4,292 $1.5M
Leonteq Securities AG 0.09% Reduce -20.3% 4,273 $1.5M
Guyasuta Investment Advisors Inc. 0.08% No change 4,183 $1.5M
Waddell & Associates, LLC 0.07% Reduce -4.4% 4,182 $1.5M
AssuredPartners Investment Advisors, LLC 0.14% Add +3.0% 4,176 $1.5M
Crux Wealth Advisors 0.51% Reduce -2.2% 4,164 $1.5M
Inscription Capital, LLC 0.13% Add +19.3% 4,156 $1.5M
Mesirow Financial Investment Management, Inc. 0.02% Add +1.6% 4,150 $1.5M
Pittenger & Anderson Inc. 0.05% Add +18.7% 4,148 $1.5M
Welch & Forbes LLC 0.02% Add +0.9% 4,121 $1.5M
McGlone Suttner Wealth Management, Inc. 0.17% Add +5.5% 4,106 $1.5M
Norway Savings Bank 0.61% Add +0.6% 4,106 $1.5M
TCW Group Inc. 0.01% Add +1.8% 4,086 $1.4M
Checchi Capital Advisers, LLC 0.09% Add +1.3% 4,080 $1.4M
Forza Wealth Management, LLC 0.44% Reduce -0.1% 4,061 $1.4M
Anchor Investment Management, LLC 0.11% Reduce -10.0% 4,050 $1.4M
Kovack Advisors, Inc. 0.07% Reduce -6.7% 3,919 $1.4M
Gladstone Institutional Advisory LLC 0.04% Add +3.9% 3,987 $1.4M
Moors & Cabot, Inc. 0.05% Reduce -1.9% 3,966 $1.4M
Revisor Wealth Management LLC 0.34% Add +16.0% 3,964 $1.4M
Capstone Investment Advisors, LLC 0.01% Add +204.9% 3,961 $1.4M
Ticino Wealth 0.44% Add +43.5% 3,958 $1.4M
Applied Capital LLC 0.93% Reduce -0.5% 3,944 $1.4M
Smartleaf Asset Management LLC 0.05% No change 3,994 $1.4M
Quadcap Wealth Management, LLC 0.14% Add +1.9% 3,924 $1.4M
Cane Capital Partners, LLC 0.56% Add +365.6% 3,920 $1.4M
Coastwise Capital Group, LLC 0.80% No change 3,902 $1.4M
Ironvine Capital Partners, LLC 0.13% No change 3,900 $1.4M
Columbia Asset Management 0.24% Add +9.0% 3,893 $1.4M
Hilltop Partners LLC 0.33% New 3,893 $1.4M
Great Lakes Retirement, Inc. 0.12% Reduce -1.6% 3,880 $1.4M
Ballentine Partners, LLC 0.02% Add +0.9% 3,879 $1.4M
North Dallas Bank & Trust Co. 0.81% Add +1.2% 3,874 $1.4M
O'Domhnaill Enterprises, Inc. 1.09% Add +5.2% 3,867 $1.4M
Cornerstone National Bank & Trust Co 0.46% Reduce -9.8% 3,732 $1.4M
Guidance Capital, Inc. 0.29% Add +0.7% 3,661 $1.4M
Paradigm Asset Management Co. LLC 0.29% Add +244.1% 3,806 $1.3M
Private Trust Co. NA 0.11% Reduce -4.2% 3,794 $1.3M
Sawgrass Asset Management LLC 0.18% Reduce -9.5% 3,793 $1.3M
Dudley Capital Management, LLC 0.54% No change 3,789 $1.3M
Outlook Capital Management, LLC 0.43% — 3,781 $1.3M
LVZ, Inc. 0.14% Add +3.7% 3,779 $1.3M
Parkside Financial Bank & Trust 0.09% Add +12.1% 3,778 $1.3M
Mitchell McLeod Pugh & Williams Inc. 0.16% Reduce -0.7% 3,771 $1.3M
Parcion Private Wealth LLC 0.07% Reduce -18.5% 3,771 $1.3M
Goldstone Financial Group, LLC 0.12% Add +36.5% 3,764 $1.3M
AMG National Trust Bank 0.03% Reduce -29.3% 3,751 $1.3M
Whitener Capital Management, Inc. 0.28% No change 3,748 $1.3M
Empire Financial Management Company, LLC 0.53% Reduce -1.4% 3,748 $1.3M
Northern Financial Advisors Inc 0.88% Add +0.8% 3,743 $1.3M
Bright Futures Wealth Management, LLC. 0.86% Reduce -10.7% 3,738 $1.3M
Financial Planning Hawaii, Inc. 0.71% Add +14.0% 3,737 $1.3M
Broadwater Capital Management LLC 0.96% No change 3,730 $1.3M
Christine Messmer PC 0.74% Add +10.0% 3,726 $1.3M
Three Bridge Wealth Advisors, LLC 0.33% Reduce -1.8% 3,725 $1.3M
Wedmont Private Capital 0.04% Add +9.8% 3,508 $1.3M
Ceeto Capital Group, LLC 0.35% No change 3,700 $1.3M
Auxano Advisors, LLC 0.25% Add +0.3% 3,700 $1.3M
Beaumont Asset Management, L.L.C. 0.51% Reduce -0.3% 3,685 $1.3M
St. Johns Investment Management Company, LLC 0.49% Add +0.7% 3,679 $1.3M
LifePlan Financial, LLC 0.91% Add +7.0% 3,674 $1.3M
Salem Investment Counselors Inc. 0.03% No change 3,661 $1.3M
44 Wealth Management LLC 0.43% Add +0.4% 3,641 $1.3M
Annis Gardner Whiting Capital Advisors, LLC 0.19% Add +0.7% 3,635 $1.3M
Y-Intercept (Hong Kong) Ltd 0.03% New 3,624 $1.3M
Fulton Bank, N.A. 0.04% Add +3.0% 3,612 $1.3M
Future Fund LLC 0.37% Add +1.3% 3,611 $1.3M
Foundations Investment Advisors, LLC 0.01% Add +2.4% 3,609 $1.3M
South Plains Financial, Inc. 0.69% No change 3,609 $1.3M
Davis Capital Management 0.76% Add +14.9% 3,606 $1.3M
International Assets Investment Management, LLC 0.08% Reduce -3.7% 3,517 $1.3M
USS Investment Management Ltd 0.01% New 3,600 $1.3M
Meridian Wealth Management, LLC 0.04% Reduce -4.4% 3,590 $1.3M
Convergence Investment Partners, LLC 0.12% Reduce -2.6% 3,584 $1.3M
Picton Mahoney Asset Management 0.01% Add +89125.0% 3,569 $1.3M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.46% Add +6.3% 3,568 $1.3M
Commons Capital, LLC 0.88% Add +2.0% 3,560 $1.3M
Garrett Wealth Advisory Group, LLC 0.19% Reduce -1.0% 3,545 $1.3M
FSA Advisors, Inc. 0.58% New 3,540 $1.3M
Inceptionr LLC 0.31% Reduce -37.2% 3,539 $1.3M
Defiance ETFs, LLC 0.02% Add +52.2% 3,468 $1.3M
Capital Financial Group Inc\co\ 0.65% Add +179.0% 3,518 $1.2M
Sowell Financial Services LLC 0.04% Add +2.5% 3,492 $1.2M
HUB Investment Partners, LLC 0.02% Add +5.4% 3,489 $1.2M
PFW Advisors LLC 0.36% Reduce -2.4% 3,485 $1.2M
NBH Bank 0.52% — 3,483 $1.2M
VestGen Advisors, LLC 0.04% Add +4.7% 3,469 $1.2M
Keystone Financial Services 0.32% Add +2.1% 3,467 $1.2M
Old North State Wealth Management, LLC 0.52% Add +2.1% 3,432 $1.2M
Meriwether Wealth & Planning, LLC 0.60% Add +0.8% 3,443 $1.2M
EverSource Wealth Advisors, LLC 0.04% Reduce -20.5% 3,435 $1.2M
Indiana Trust & Investment Management Co 0.33% No change 3,431 $1.2M
AdvisorNet Financial, Inc 0.06% Add +1.0% 3,431 $1.2M
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -6.5% 3,425 $1.2M
Catalyst Financial Partners LLC 0.12% Reduce -0.9% 3,411 $1.2M
Orca Wealth Management, LLC 0.72% Reduce -0.3% 3,405 $1.2M
Twin City Private Wealth, LLC 0.84% Add +2.3% 3,402 $1.2M
Frec Markets, Inc. 0.11% Add +34.0% 3,379 $1.2M
First National Bank of Omaha 0.03% No change 3,434 $1.2M
Chilton Investment Co. Inc. 0.03% No change 3,374 $1.2M
Oxford Asset Management LLP 0.59% Add +453.4% 3,370 $1.2M
RMR Capital Management, LLC 0.82% No change 3,357 $1.2M
Triangle Securities Wealth Management 0.24% Reduce -0.3% 3,347 $1.2M
Krilogy Financial LLC 0.04% Reduce -11.0% 3,340 $1.2M
Nicholas Wealth, LLC. 0.65% Add +6.1% 3,338 $1.2M
Nilsine Partners, LLC 0.08% Reduce -4.3% 3,330 $1.2M
Private Wealth Asset Management, LLC 0.11% Reduce -3.0% 3,328 $1.2M
Quotient Wealth Partners, LLC 0.03% Add +17.7% 3,322 $1.2M
Bailard, Inc. 0.02% Reduce -0.0% 3,316 $1.2M
Beacon Bank & Trust 0.22% Add +1.1% 3,311 $1.2M
Logan Capital Management Inc. 0.04% — 3,300 $1.2M
Transcend Capital Advisors, LLC 0.08% Reduce -6.1% 3,294 $1.2M
Ifrah Financial Services, Inc. 0.28% Reduce -0.4% 3,287 $1.2M
Ethos Financial Group, LLC 0.08% Add +278.2% 3,037 $1.2M
First Commonwealth Financial Corp 0.16% Add +4.4% 3,278 $1.2M
Mengis Capital Management, Inc. 0.18% No change 3,273 $1.2M
MCF Advisors LLC 0.04% Add +10.8% 3,265 $1.2M
BOS Asset Management, LLC 0.27% Reduce -1.4% 3,263 $1.2M
Composition Wealth, LLC 0.01% Add +0.5% 3,228 $1.1M
Murphy, Middleton, Hinkle & Parker, Inc. 0.46% Add +0.0% 3,220 $1.1M
180 Wealth Advisors, LLC 0.11% Add +0.3% 3,218 $1.1M
Park Place Capital Corp 0.18% Reduce -16.6% 3,212 $1.1M
Evercore Wealth Management, LLC 0.02% Reduce -0.5% 3,200 $1.1M
Sierra Legacy Group 0.88% No change 3,199 $1.1M
Chesapeake Wealth Management 0.31% Reduce -3.3% 3,148 $1.1M
Brooktree Capital Management 0.73% No change 3,144 $1.1M
Twin Capital Management Inc. 0.12% Add +0.7% 3,144 $1.1M
Arvest Investments, Inc. 0.13% Reduce -0.1% 3,135 $1.1M
Renasant Bank 0.71% Add +0.7% 3,129 $1.1M
Berger Financial Group, Inc 0.06% Add +0.2% 3,109 $1.1M
Alpha Omega Wealth Management LLC 0.17% Reduce -0.3% 3,102 $1.1M
Global Financial Private Client, LLC 0.30% Add +15.9% 3,101 $1.1M
Arbor Wealth Advisors LLC 0.67% No change 3,095 $1.1M
Peddock Capital Advisors, LLC 0.22% Reduce -4.9% 3,090 $1.1M
Certuity, LLC 0.05% Reduce -0.2% 3,081 $1.1M
IFG Advisory, LLC 0.04% New 3,078 $1.1M
Baker Avenue Asset Management, LP 0.02% Reduce -5.2% 3,077 $1.1M
TRB Wealth Management, LLC 0.14% Reduce -0.9% 3,072 $1.1M
RFG - Bristol Wealth Advisors, LLC 0.26% Add +11.4% 3,062 $1.1M
Gryphon Financial Partners LLC 0.10% Add +23.7% 3,055 $1.1M
Chemung Canal Trust Co. 0.20% Reduce -51.8% 3,038 $1.1M
Prosperity Consulting Group, LLC 0.04% Add +14.1% 3,017 $1.1M
Americana Partners, LLC 0.02% Add +25.1% 3,015 $1.1M
Resources Management Corp. /CT/ 0.13% Reduce -4.8% 3,009 $1.1M
Mendel Money Management 0.39% Add +2.3% 3,006 $1.1M
J.P. Marvel Investment Advisors, LLC 0.12% No change 3,000 $1.1M
Dougherty & Associates, LLC 0.85% No change 2,991 $1.1M
OmniStar Financial Group, Inc. 0.49% Add +6.5% 2,975 $1.1M
Kentucky Trust Co 0.51% Add +1.3% 2,974 $1.1M
Sippican Capital Advisors 0.64% No change 2,967 $1.1M
Burford Brothers, Inc. 0.38% Add +11.0% 2,951 $1.0M
Kassira Wealth Management LLC 0.84% Add +0.6% 2,948 $1.0M
Fortress Private Ledger, LLC 0.28% Reduce -2.4% 2,937 $1.0M
Second Half Financial Partners, LLC 0.43% No change 2,936 $1.0M
Loudon Investment Management, LLC 0.51% No change 2,935 $1.0M
Allianz SE 0.01% Add +43.4% 2,933 $1.0M
Equity Investment Corp. 0.02% Reduce -43.1% 2,930 $1.0M
Ashton Thomas Private Wealth, LLC 0.02% Reduce -27.9% 2,930 $1.0M
Bull Harbor Capital LLC 0.20% Reduce -27.4% 2,928 $1.0M
Waterloo Capital, L.P. 0.06% Reduce -7.9% 2,926 $1.0M
Acropolis Investment Management, LLC 0.04% Add +5.1% 2,926 $1.0M
Riverbend Wealth Management, LLC 0.53% Add +36.1% 2,926 $1.0M
Prostatis Group LLC 0.24% Reduce -0.4% 2,925 $1.0M
Midwest Trust Co 0.01% Reduce -1.9% 2,914 $1.0M
CreativeOne Wealth, LLC 0.02% Reduce -18.0% 2,904 $1.0M
Widmann Financial Services, Inc. 0.55% No change 2,898 $1.0M
Versant Capital Management, Inc 0.09% Reduce -7.9% 2,897 $1.0M
Dynamic Advisor Solutions LLC 0.03% Reduce -11.7% 2,895 $1.0M
Kera Capital Partners, Inc. 0.10% Add +9.3% 2,890 $1.0M
Advyzon Investment Management, LLC 0.07% Reduce -6.1% 2,887 $1.0M
Brown, Lisle/Cummings, Inc. 0.23% Add +11.7% 2,872 $1.0M
Holderness Investments Co. 0.17% Reduce -1.2% 2,865 $1.0M
Castlekeep Investment Advisors LLC 0.51% Reduce -6.7% 2,851 $1.0M
Tower Research Capital LLC (TRC) 0.02% Reduce -73.3% 2,834 $1.0M
Empirical Asset Management, LLC 0.22% Add +1.7% 2,810 $995K
one8zero8, LLC 0.20% No change 2,800 $992K
Blackhawk Capital Partners, LLC 0.32% New 2,779 $984K
Spectrum Wealth Advisory Group, LLC 0.28% Add +1.5% 2,772 $982K
Pallas Capital Advisors LLC 0.03% Reduce -19.1% 2,758 $977K
Perpetual Ltd 0.01% Reduce -0.9% 2,757 $977K
J.Safra Asset Management Corp 0.04% Add +5.0% 2,753 $975K
Mattern Wealth Management LLC 0.16% No change 2,747 $973K
Wesbanco Bank Inc. 0.02% Reduce -2.9% 2,738 $970K
Jmac Enterprises LLC 0.16% No change 2,737 $970K
Sivia Capital Partners, LLC 0.12% Reduce -16.7% 2,735 $969K
Farmers & Merchants Investments Inc. 0.02% Reduce -1.1% 2,735 $969K
Capital Investment Advisory Services, LLC 0.06% Add +1.6% 2,727 $966K
Mezzasalma Advisors, LLC 0.19% Add +5.3% 2,694 $954K
Balboa Wealth Partners 0.13% Add +0.8% 2,694 $954K
Chesapeake Capital Corp. 0.52% Add +0.2% 2,691 $953K
Congress Asset Management Co. 0.01% Reduce -3.3% 2,676 $948K
Indivisible Partners 0.05% Add +18.9% 2,675 $948K
Hickory Point Bank & Trust 0.57% No change 2,675 $948K
Westhampton Capital, LLC 0.39% No change 2,665 $944K
Kennondale Capital Management LLC 0.63% No change 2,659 $942K
Richwood Investment Advisors, LLC 0.66% Reduce -3.3% 2,652 $939K
North Star Investment Management Corp. 0.05% Add +1.0% 2,650 $939K
Adirondack Trust Co. 0.28% Add +0.1% 2,649 $938K
Persium Advisors, LLC 0.61% Add +12.4% 2,646 $937K
Bullock Wealth Management Group 0.41% Add +2.4% 2,582 $937K
Tradewinds, LLC. 0.21% Add +146.8% 4,028 $937K
Strategies Wealth Advisors, LLC 0.08% Reduce -0.0% 2,637 $934K
Madison Asset Management, LLC 0.01% No change 2,630 $932K
Atlas Legacy Advisors, LLC 0.14% Add +8.8% 2,614 $927K
Headlands Technologies LLC 0.10% New 2,607 $924K
Texas Bank & Trust Co 0.30% Reduce -1.9% 2,605 $923K
Knightsbridge Asset Management, LLC 0.12% Reduce -8.2% 2,602 $922K
OMC Financial Services LTD 0.30% No change 2,595 $919K
United Asset Strategies, Inc. 0.06% Add +2.6% 2,588 $917K
Red Door Wealth Management, LLC 0.08% Add +0.5% 2,575 $912K
Purus Wealth Management, LLC 0.25% Add +0.0% 2,570 $910K
Insigneo Advisory Services, LLC 0.03% Add +15.8% 2,559 $906K
Third View Private Wealth, LLC 0.11% Add +26.0% 2,558 $906K
Veracity Capital LLC 0.24% Add +4.0% 2,554 $905K
Hilton Head Capital Partners, LLC 0.46% Reduce -49.8% 2,553 $904K
Great Lakes Advisors, LLC 0.01% Reduce -21.1% 2,550 $903K
Cullinan Associates Inc. 0.07% Add +1.9% 2,548 $903K
Profund Advisors LLC 0.02% Add +3.0% 2,545 $902K
VeraBank, N.A. 0.15% Reduce -11.8% 2,544 $901K
Inspire Advisors, LLC 0.06% Reduce -6.2% 2,537 $899K
Rogco, LP 0.27% No change 2,535 $898K
TOWER TRUST & INVESTMENT Co 0.54% Reduce -4.1% 2,526 $895K
Wbi Investments, LLC 0.22% Reduce -48.8% 2,514 $891K
Signal Advisors Wealth, LLC 0.05% Add +4.7% 2,511 $889K
Gilbert & Cook, Inc. 0.10% Add +0.6% 2,502 $886K
Eagle Rock Investment Company, LLC 0.11% No change 2,500 $886K
BCV Asset Management Inc. 0.03% Reduce -2.1% 2,516 $878K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +3.1% 2,473 $876K
TritonPoint Partners, LLC 0.07% Add +8.7% 2,472 $876K
Employees Retirement System of Texas 0.01% No change 2,465 $873K
Westpac Banking Corp. 0.05% Reduce -1.0% 2,459 $871K
Turtle Creek Wealth Advisors, LLC 0.05% Add +7.1% 2,455 $870K
MBA Advisors LLC 0.29% Reduce -0.2% 2,446 $866K
B. Riley Wealth Advisors, Inc. 0.05% Add +0.1% 2,486 $865K
SHP Wealth Management 0.06% Add +35.9% 2,441 $865K
Fortis Capital Advisors, LLC 0.10% Add +28.6% 2,439 $864K
Centaurus Financial, Inc. 0.03% Reduce -2.4% 2,433 $862K
Main Management ETF Advisors, LLC 0.03% Add +2.5% 2,434 $862K
Transamerica Financial Advisors, LLC 0.07% Add +2.5% 2,431 $861K
Clark Wealth Partners 0.49% Reduce -1.6% 2,431 $861K
Aureus Asset Management, LLC 0.05% No change 2,430 $861K
Larson Financial Group LLC 0.02% Add +18.4% 2,424 $859K
Chilton Capital Management LLC 0.03% No change 2,423 $858K
Cidel Asset Management Inc. 0.04% No change 2,411 $854K
Roehl & Yi Investment Advisors, LLC 0.28% Add +0.3% 2,407 $853K
Regent Peak Wealth Advisors LLC 0.16% Reduce -10.9% 2,404 $852K
Legal Advantage Investments, Inc. 0.30% No change 2,400 $850K
Moneco Advisors, LLC 0.05% Add +13.7% 2,400 $850K
CVA Family Office, LLC 0.08% Reduce -0.3% 2,394 $848K
Southern Michigan Bank & Trust 0.30% Reduce -0.4% 2,386 $845K
Retirement Planning Group, LLC 0.02% Add +71.2% 2,386 $845K
Cigna Investments Inc. 0.11% No change 2,370 $840K
Bedel Financial Consulting, Inc. 0.08% Reduce -6.1% 2,353 $834K
Gsa Capital Partners LLP 0.05% Add +99.2% 2,351 $833K
Woodward Diversified Capital, LLC 0.37% Reduce -1.5% 2,339 $829K
Pinnacle Bancorp, Inc. 0.22% No change 2,338 $828K
Allen Capital Group, LLC 0.07% Reduce -3.8% 2,320 $822K
Leisure Capital Management 0.26% No change 2,313 $819K
Trust Co 0.07% Reduce -13.3% 2,312 $819K
Western Wealth Management, LLC 0.03% Reduce -32.8% 2,308 $817K
Fi3 FINANCIAL ADVISORS, LLC 0.20% Add +45549.8% 480,692 $817K
Denali Advisors LLC 0.08% Add +155.6% 2,300 $815K
Welch Group, LLC 0.03% No change 2,295 $813K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Reduce -29.5% 2,284 $809K
PFG Investments, LLC 0.03% Reduce -7.5% 2,280 $808K
Chelsea Counsel Co. 0.34% No change 2,275 $806K
Fiduciary Alliance LLC 0.05% Reduce -7.4% 2,273 $805K
Advisors Capital Management, LLC 0.01% Reduce -0.0% 2,271 $805K
Rathbones Group PLC 0.00% Reduce -0.2% 2,263 $802K
Williams Jones Wealth Management, LLC. 0.01% Reduce -6.9% 2,254 $798K
RFG Advisory, LLC 0.01% Add +8.1% 2,253 $798K
Pekin Hardy Strauss, Inc. 0.07% No change 2,247 $796K
Penobscot Investment Management Company, Inc. 0.05% Add +9.3% 2,245 $795K
Brandywine Oak Private Wealth LLC 0.06% Reduce -1.2% 2,237 $792K
TBH Global Asset Management, LLC 0.15% Add +5.7% 2,235 $792K
Integrity Alliance, Llc. 0.02% Reduce -26.2% 2,231 $791K
Pflug Koory, LLC 0.32% Add +2.4% 2,229 $790K
Prudent Man Advisors, LLC 0.18% Add +12.9% 2,229 $790K
River Wealth Advisors LLC 0.08% Reduce -0.4% 2,227 $789K
Frank, Rimerman Advisors LLC 0.04% Add +3.9% 2,223 $787K
Venture Visionary Partners LLC 0.02% Add +15.1% 2,221 $787K
Keel Point, LLC 0.05% Reduce -0.5% 2,215 $785K
Nordwand Advisors, LLC 0.12% No change 2,214 $784K
Integrated Advisors Network LLC 0.04% Reduce -5.9% 2,205 $781K
Tranquilli Financial Advisor LLC 0.42% Add +1.2% 2,203 $780K
Moneta Group Investment Advisors LLC 0.01% Reduce -0.2% 2,201 $780K
OneAscent Financial Services LLC 0.04% Reduce -1.7% 2,198 $779K
Edmond DE Rothschild Holding S.A. 0.01% New 2,195 $778K
Greykasell Wealth Strategies, Inc. 0.28% Add +8.3% 2,194 $777K
Fortem Financial Group, LLC 0.16% Reduce -0.4% 2,191 $776K
Coastal Bridge Advisors, LLC 0.05% Add +0.4% 2,190 $776K
Ausdal Financial Partners, Inc. 0.03% Add +0.4% 2,182 $773K
Avantax Planning Partners, Inc. 0.02% Reduce -4.5% 2,180 $772K
Sentry LLC 0.22% Add +0.1% 2,174 $770K
Performance Wealth Partners, LLC 0.02% Add +0.2% 2,172 $769K
Legacy Wealth Asset Management, LLC 0.17% Reduce -0.4% 2,170 $769K
6th Street Advisors, LLC 0.44% No change 2,161 $766K
CWC Advisors, LLC. 0.34% Reduce -0.7% 2,149 $761K
Z3 Capital Partners, LLC 0.16% Add +0.1% 2,126 $753K
Kiley Juergens Wealth Management, LLC 0.12% Reduce -0.1% 2,125 $753K
Stock Yards Bank & Trust Co. 0.02% Reduce -2.9% 2,119 $751K
Expressive Wealth LLC 0.71% Add +3.2% 2,115 $749K
First Manhattan Co. Llc. 0.00% Add +4.2% 2,102 $745K
Oarsman Capital, Inc. 0.08% Reduce -1.6% 2,098 $743K
Creative Capital Management Investments LLC 0.17% Add +52325.0% 2,097 $743K
Chesapeake Asset Management LLC 0.57% Add +1.7% 2,086 $739K
Anchor Bay Capital, Inc. 0.40% — 1,864 $738K
US Asset Management LLC 0.56% No change 2,075 $735K
Valtrion Capital Management, LLC 0.55% Add +1.8% 2,071 $734K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -1.4% 2,057 $729K
Willner & Heller, LLC 0.45% Add +1.4% 2,050 $726K
Qtron Investments LLC 0.10% Reduce -19.0% 2,049 $726K
Turning Point Benefit Group, Inc. 0.31% Add +10.5% 2,041 $724K
SS&H Financial Advisors, Inc. 0.19% — 2,045 $724K
Xcelsior Advisor Partners LLC 0.10% Add +234.0% 2,041 $723K
Ignite Planners, LLC 0.10% Add +5.3% 2,039 $723K
Tocqueville Asset Management L.P. 0.01% Reduce -48.2% 2,039 $722K
AGH Wealth Advisors, LLC 0.45% Reduce -0.1% 2,033 $720K
Carmel Capital Partners, LLC 0.24% New 2,031 $719K
Mraz, Amerine & Associates, Inc. 0.10% Add +0.2% 2,029 $719K
Capital Asset Advisory Services LLC 0.03% Add +2.4% 2,028 $718K
Moment Partners, LLC 0.13% Add +1.7% 2,027 $718K
RiverFront Investment Group, LLC 0.01% Add +73.5% 2,023 $717K
Argyle Capital Partners, LLC 0.45% Add +16.7% 2,017 $714K
S.A. Mason LLC 0.22% Add +1.1% 2,015 $714K
Contravisory Investment Management, Inc. 0.13% Reduce -2.2% 2,006 $711K
Signet Investment Advisory Group, Inc. 0.31% Reduce -2.5% 2,001 $709K
Buttonwood Financial Advisors Inc. 0.22% Reduce -0.1% 2,000 $708K
Applied Finance Capital Management, LLC 0.05% New 1,997 $707K
Dover Advisors, LLC 0.29% No change 2,100 $707K
Doheny Asset Management 0.41% No change 1,990 $705K
Monetary Management Group Inc. 0.14% Add +13.1% 1,990 $705K
Patten & Patten Inc. 0.04% Add +0.1% 1,986 $704K
Argent Advisors, Inc. 0.18% No change 1,982 $702K
Endeavor Private Wealth, Inc. 0.17% Reduce -3.7% 1,980 $701K
Wealth Alliance, LLC 0.06% Reduce -5.8% 1,980 $701K
Shulman DeMeo Asset Management LLC 0.13% Reduce -1.3% 1,976 $700K
Resonant Capital Advisors, LLC 0.03% Reduce -7.8% 1,976 $700K
Bank of Stockton 0.20% Reduce -6.5% 1,971 $698K
Arista Wealth Management, LLC 0.08% Add +0.3% 1,968 $697K
EntryPoint Capital, LLC 0.17% Reduce -34.8% 1,967 $697K
Dorsey & Whitney Trust CO LLC 0.03% Add +2.5% 1,967 $697K
Legacy Private Trust Co. 0.04% No change 1,965 $696K
Virtue Capital Management, LLC 0.09% Add +69.1% 1,960 $694K
CSS LLC 0.09% Add +16.7% 1,960 $694K
Stratos Wealth Advisors, LLC 0.04% Reduce -21.7% 1,947 $690K
Summit Wealth Group LLC / Co. 0.06% Add +5.4% 1,937 $686K
Wealth Science Advisors LLC 0.30% Add +21.2% 1,929 $683K
Choate Investment Advisors 0.01% Reduce -0.2% 1,922 $681K
SPWM Advisors LLC 0.63% Reduce -20.2% 1,845 $680K
America First Investment Advisors, LLC 0.13% No change 1,918 $679K
Spire Wealth Management 0.02% Reduce -36.5% 1,915 $679K
Legacy Financial Advisors, Inc. 0.08% Reduce -7.5% 1,915 $678K
Mather Group, Llc. 0.01% Add +5.8% 1,905 $675K
Carret Asset Management, LLC 0.06% Reduce -1.6% 1,905 $675K
Barlow Wealth Partners, LLC 0.07% No change 1,797 $673K
LCNB Corp. 0.21% Add +9.0% 1,891 $670K
Tilia Fiduciary Partners, Inc. 0.32% Add +0.1% 1,882 $667K
AlphaGrep UK Ltd 0.20% Reduce -23.2% 1,882 $667K
Claro Advisors Inc. 0.07% Reduce -6.2% 1,881 $666K
First Command Advisory Services, Inc. 0.00% Reduce -9.6% 1,878 $665K
Bison Wealth, LLC 0.06% Add +1.7% 1,760 $663K
SBI Securities Co., Ltd. 0.01% Reduce -19.5% 1,867 $661K
FourThought Financial Partners, LLC 0.05% Reduce -21.1% 1,856 $657K
Harbor Investment Advisory, LLC 0.05% No change 1,855 $657K
West Paces Advisors Inc. 0.11% Add +15.6% 1,854 $657K
Wilmington Savings Fund Society, FSB 0.01% Reduce -27.5% 1,853 $656K
PUREfi Wealth, LLC 0.36% Add +2.7% 1,846 $654K
Investment Partners, LTD. 0.20% Reduce -7.3% 1,842 $653K
Total Wealth Planning & Management, Inc. 0.47% Add +8.5% 1,840 $652K
Thrive Wealth Management, LLC 0.08% Reduce -4.3% 1,836 $651K
Copley Financial Group, Inc. 0.39% No change 1,830 $648K
Hilltop Holdings Inc. 0.05% Reduce -14.5% 1,828 $648K
Financial Advisors Network, Inc. 0.08% Add +0.1% 1,827 $647K
Venturi Wealth Management, LLC 0.03% Add +3.9% 1,821 $645K
CWS Financial Advisors, LLC 0.14% No change 1,819 $645K
Galvin, Gaustad & Stein, LLC 0.05% Add +10.9% 1,816 $643K
Global X Japan Co., Ltd. 0.02% Add +10.0% 1,813 $642K
Drive Wealth Management, LLC 0.11% Reduce -15.2% 1,807 $640K
Ti-Trust, Inc. 0.34% No change 1,800 $638K
Centurion Wealth Management LLC 0.15% Reduce -0.7% 1,790 $634K
KPP Advisory Services LLC 0.08% Reduce -6.0% 1,789 $634K
GC Wealth Management RIA, LLC 0.04% Reduce -2.0% 1,785 $632K
Capital International Sarl 0.01% Reduce -9.8% 1,774 $628K
Willow Creek Capital Management, Inc. 0.61% — 1,772 $628K
AlTi Global, Inc. 0.01% Add +0.5% 1,765 $625K
Salvus Wealth Management, LLC 0.35% Add +10.6% 1,763 $625K
Intrua Financial, LLC 0.06% Reduce -10.5% 1,763 $624K
Ames National Corp. 0.34% No change 1,762 $624K
Cookson Peirce & Co. Inc. 0.02% Add +3.4% 1,759 $623K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -0.2% 1,657 $621K
St. Clair Advisors, LLC 0.16% No change 1,750 $620K
EagleClaw Capital Managment, LLC 0.08% Reduce -12.5% 1,750 $620K
Kelleher Financial Advisors 0.09% Add +14.4% 1,738 $616K
Blake Schutter Theil Wealth Advisors, LLC 0.42% No change 1,733 $614K
Uniting Wealth Partners, LLC 0.12% Reduce -3.1% 1,731 $613K
Lafayette Investments, Inc. 0.11% Reduce -1.5% 1,722 $610K
Wellington Shields & Co., LLC 0.14% No change 1,722 $610K
Gateway Wealth Partners, LLC 0.04% Add +10.6% 1,717 $608K
Dynamic Technology Lab Private Ltd 0.14% Reduce -58.1% 1,715 $608K
Everpar Advisors LLC 0.17% Add +0.6% 1,715 $608K
Ascentis Wealth Management, LLC 0.10% Add +48.2% 1,715 $607K
QTR Family Wealth, LLC 0.21% Reduce -1.9% 1,709 $605K
Schmidt P J Investment Management Inc. 0.09% Add +0.8% 1,708 $605K
Alteri Wealth LLC 0.17% Add +2.6% 1,708 $605K
Westco Advisory Services Inc. 0.36% Reduce -1.7% 1,693 $600K
Creative Financial Designs Inc. 0.03% Add +30.7% 1,691 $599K
Childress Capital Advisors, LLC 0.10% Reduce -10.9% 1,691 $599K
Kingdom Financial Group LLC. 0.15% Add +73.5% 1,688 $598K
Avestar Capital, LLC 0.04% Reduce -8.4% 1,686 $597K
Dakota Wealth Management 0.01% Reduce -8.7% 1,682 $596K
Potentia Wealth 0.24% No change 1,681 $595K
Lighthouse Financial Services Inc. 0.13% Add +0.4% 1,639 $595K
Argentarii, LLC 0.18% Reduce -2.6% 1,517 $595K
DecisionMap Wealth Management, LLC 0.33% Reduce -3.7% 1,677 $594K
Cambria Investment Management, L.P. 0.03% Add +29.8% 1,668 $591K
First Interstate Bank 0.03% Reduce -19.4% 1,663 $589K
Alchemi Wealth, LLC 0.28% Reduce -1.5% 1,661 $589K
Howard Capital Management, LLC 0.01% Add +67.0% 1,657 $587K
London Co. of Virginia 0.00% No change 1,657 $587K
Kingsman Wealth Management, Inc. 0.27% Reduce -55.4% 1,656 $586K
Empower Advisory Group, LLC 0.00% Add +1.2% 1,652 $585K
Aull & Monroe Investment Management Corp 0.24% Add +2.2% 1,642 $582K
Tiemann Investment Advisors, LLC 0.21% No change 1,640 $581K
Walter & Keenan Wealth Management LLC /in/ 0.14% Reduce -5.0% 1,639 $581K
Supplemental Annuity Collective Trust of NJ 0.15% Reduce -5.2% 1,628 $577K
Duncan Williams Asset Management, LLC 0.13% Add +1.6% 1,626 $576K
Fiduciary Wealth Partners, LLC 0.32% Add +0.3% 1,618 $573K
Segment Wealth Management, LLC 0.03% Reduce -0.9% 1,618 $573K
MBL Wealth, LLC 0.04% Reduce -5.7% 1,617 $573K
Davis R M Inc. 0.01% No change 1,612 $571K
Cornerstone Wealth Group, LLC 0.03% Add +12.7% 1,612 $571K
Optas, LLC 0.08% Reduce -8.6% 1,609 $570K
Summit Asset Management, LLC 0.07% No change 1,606 $569K
Berkshire Asset Management LLC 0.02% Reduce -9.2% 1,602 $567K
Zullo Investment Group, Inc. 0.19% Reduce -1.4% 1,601 $567K
CV Advisors LLC 0.11% New 1,600 $567K
Polymer Capital Management (US) LLC 0.08% Reduce -56.9% 1,599 $566K
Capital Advisors, Ltd. LLC 0.06% Add +12.4% 1,598 $566K
CVFG LLC 0.06% Add +0.3% 1,597 $566K
Coign Capital Advisors LLC 0.25% New 1,592 $564K
Badgley Phelps Wealth Managers, LLC 0.01% Add +4.9% 1,585 $561K
Prestige Wealth Management Group LLC 0.10% Add +1013.4% 1,581 $560K
Proficio Capital Partners LLC 0.02% New 1,577 $559K
Ballast, Inc. 0.11% No change 1,576 $558K
Pinnacle West Asset Management, Inc. 0.39% No change 1,575 $558K
Founders Financial Alliance, LLC 0.07% Add +1.3% 1,575 $558K
Investment Management Corp. /Va/ 0.47% Add +1.9% 1,573 $557K
Naples Global Advisors, LLC 0.03% Add +2.8% 1,571 $557K
Sonoma Allocations LLC 0.17% Add +8.6% 1,527 $556K
Severin Investments, LLC 0.42% Add +4.5% 1,565 $554K
Trueblood Wealth Management, LLC 0.19% Add +0.3% 1,564 $554K
SouthState Bank Corp 0.02% Add +1.4% 1,563 $554K
Evansbrook LLC 0.33% Reduce -46.0% 1,561 $553K
Renaissance Group LLC 0.02% Reduce -1.1% 1,557 $552K
Interchange Capital Partners, LLC 0.10% Add +79.2% 1,555 $551K
LRI Investments, LLC 0.04% Add +1.3% 1,555 $551K
Miller Investment Management, LP 0.05% No change 1,554 $550K
Clear Harbor Asset Management, LLC 0.03% Reduce -15.9% 1,551 $549K
Flavin Financial Services, Inc. 0.31% New 1,550 $549K
West Family Investments, Inc. 0.16% Add +102.3% 1,548 $548K
Covington Investment Advisors Inc. 0.07% Reduce -8.8% 1,546 $548K
Cove Private Wealth, LLC 0.11% Add +1.5% 1,546 $548K
FLC Capital Advisors 0.09% No change 1,545 $547K
Roman Butler Fullerton & Co. 0.13% Add +0.3% 1,459 $544K
Burke & Herbert Bank & Trust Co. 0.13% Reduce -9.9% 1,531 $542K
Vantus Wealth LLC 0.29% — 1,526 $541K
Drucker Wealth 3.0, LLC 0.09% Reduce -1.8% 1,519 $538K
Laffer Tengler Investments, Inc. 0.08% No change 1,513 $536K
Patrick M Sweeney & Associates, Inc. 0.31% Add +3.5% 1,511 $535K
Verity Asset Management, Inc. 0.20% Reduce -1.9% 1,504 $533K
Astoria Portfolio Advisors LLC. 0.09% Add +25.5% 1,500 $531K
Bridgewater Advisors Inc. 0.03% Add +1.9% 1,421 $531K
Brookwood Investment Group LLC 0.06% Add +133.1% 1,499 $531K
Sun Financial Inc 0.25% Reduce -8.5% 1,338 $530K
Financial Engines Advisors L.L.C. 0.00% Reduce -1.3% 1,493 $529K
Equitable Trust Co. 0.02% Reduce -14.6% 1,488 $527K
Calamos Wealth Management LLC 0.02% Add +12.6% 1,487 $527K
SCS Capital Management LLC 0.01% Add +0.6% 1,486 $526K
First Citizens Bank & Trust Co. 0.01% Add +5.0% 1,486 $526K
AdviceOne Advisory Services, LLC 0.30% Add +0.1% 1,484 $526K
Leonard Rickey Investment Advisors P.L.L.C. 0.08% Add +2.5% 1,480 $524K
Nwam LLC 0.03% Reduce -48.9% 1,478 $524K
Trust Co of the South 0.07% Reduce -3.3% 1,477 $523K
Gen-Wealth Partners Inc 0.14% Reduce -4.9% 1,461 $518K
BankChampaign, National Association 0.40% Reduce -10.9% 1,455 $515K
Petros Family Wealth, LLC 0.32% Add +3.0% 1,453 $515K
Montecito Bank & Trust 0.08% Reduce -0.1% 1,453 $515K
Central Pacific Bank - Trust Division 0.05% Add +6.2% 1,453 $515K
First Financial Bank - Trust Division 0.04% Add +0.7% 1,452 $514K
Burns J W & Co. Inc. 0.05% Add +12.6% 1,448 $513K
Greenfield Savings Bank 0.19% No change 1,445 $512K
LaFleur & Godfrey LLC 0.06% Add +1.3% 1,445 $512K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.11% Add +0.3% 1,433 $508K
Flagship Harbor Advisors, LLC 0.02% Add +0.3% 1,430 $507K
Harbour Trust & Investment Management Co 0.05% No change 1,428 $506K
Nabity-Jensen Investment Management Inc 0.31% No change 1,426 $505K
One Wealth Capital Management, LLC 0.14% New 1,426 $505K
Nemes Rush Group LLC 0.04% Add +2.8% 1,426 $505K
Oxford Financial Group, LTD. LLC 0.03% Add +1.9% 1,426 $505K
United Capital Management of KS, Inc. 0.07% Reduce -34.1% 1,424 $504K
Abacus Planning Group, Inc. 0.06% Reduce -0.8% 1,420 $503K
HighPoint Advisor Group LLC 0.02% Add +4.2% 1,415 $501K
Novem Group 0.05% Reduce -4.5% 1,415 $501K
Avior Wealth Management, LLC 0.01% Reduce -33.7% 1,413 $500K
Spectrum Asset Management, Inc. (NB/CA) 0.14% No change 1,410 $499K
3Chopt Investment Partners, LLC 0.09% Reduce -8.8% 1,407 $498K
Grove Bank & Trust 0.05% Add +60.0% 1,406 $498K
Retirement Planning Co of New England, Inc. 0.18% Reduce -1.1% 1,399 $496K
Silver Oak Securities, Incorporated 0.03% Reduce -3.4% 1,398 $495K
PDS Planning, Inc 0.03% Add +2.4% 1,396 $495K
Keebeck Wealth Management 0.05% New 1,387 $491K
Cerro Pacific Wealth Advisors LLC 0.11% Add +2.1% 1,379 $488K
Accel Wealth Management 0.11% Reduce -5.8% 1,376 $487K
Sage Capital Management, LLC 0.19% Add +0.1% 1,374 $487K
American Alpha Advisors, LLC 0.29% Add +0.8% 1,373 $486K
Bank of New Hampshire 0.10% Add +1.6% 1,373 $486K
TrueWealth Advisors, LLC 0.11% Reduce -0.7% 1,371 $486K
Triton Wealth Management, PLLC 0.15% Add +11.0% 1,295 $485K
BlackDiamond Wealth Management, LLC 0.20% Reduce -2.2% 1,221 $483K
Fox Run Management, L.L.C. 0.08% Reduce -77.4% 1,363 $483K
Raleigh Capital Management Inc. 0.15% Reduce -3.1% 1,348 $477K
ERn Financial, LLC 0.08% Add +5.5% 1,346 $477K
Valley Brook Capital Group, Inc. 0.27% Add +1.9% 1,342 $475K
Southland Equity Partners LLC 0.08% Add +5.1% 1,334 $473K
Momentous Wealth Management, Inc. 0.24% Add +1.2% 1,334 $473K
V-Square Quantitative Management LLC 0.04% Reduce -0.7% 1,334 $473K
First National Bank Sioux Falls 0.13% No change 1,405 $471K
Anchyra Partners LLC 0.11% Add +7.0% 1,322 $468K
Wagner Wealth Management, Corp 0.38% Reduce -2.6% 1,320 $468K
Pennsylvania Capital Management Inc. 0.12% No change 1,320 $468K
71 West Capital Partners 0.02% Add +31.8% 1,315 $466K
Evermay Wealth Management LLC 0.05% Add +11.4% 1,314 $465K
Connecticut Wealth Management, LLC 0.02% Add +5.6% 1,311 $465K
Occidental Asset Management, LLC 0.05% Add +2.7% 1,306 $463K
Curi Capital, LLC 0.01% Reduce -77.1% 1,302 $461K
Roxbury Financial LLC 0.36% Add +3.1% 1,302 $461K
Everett Harris & Co. 0.01% No change 1,300 $461K
SmartHarvest Portfolios, LLC 0.15% Add +25.1% 1,295 $459K
Rothschild Wealth LLC 0.04% Reduce -48.9% 1,290 $457K
Hoxton Planning & Management, LLC 0.12% Reduce -0.3% 1,281 $454K
1620 Investment Advisors, Inc. 0.28% Reduce -26.0% 1,276 $452K
Affinity Investment Advisors, LLC 0.23% Reduce -56.5% 1,275 $452K
Great Valley Advisor Group, Inc. 0.01% Reduce -38.1% 1,266 $449K
Gallagher Capital Advisors, LLC 0.26% Add +0.5% 1,266 $448K
Huntleigh Advisors, Inc. 0.06% Add +2.4% 1,260 $446K
Symmetry Partners, LLC 0.02% Add +11.7% 1,258 $446K
PCM Encore, LLC 0.08% Reduce -7.2% 1,254 $444K
Journey Advisory Group, LLC 0.03% Reduce -3.6% 1,253 $444K
Associated Banc-Corp 0.01% Reduce -3.5% 1,252 $444K
Aventura Private Wealth, LLC 0.14% Add +5.2% 1,251 $443K
Legacy Trust 0.08% Reduce -3.8% 1,251 $443K
Midland Wealth Advisors, LLC 0.02% Add +5.5% 1,248 $442K
UNIVEST FINANCIAL Corp 0.02% Reduce -2.4% 1,247 $442K
Colonial Trust Co / SC 0.06% Reduce -28.6% 1,242 $440K
Stembrook Asset Management, LLC 0.38% No change 1,233 $437K
WBH Advisory Inc. 0.03% No change 1,231 $436K
Lodestar Private Asset Management LLC 0.04% Reduce -8.2% 1,226 $434K
Faithward Advisors, LLC 0.05% Reduce -11.6% 1,224 $434K
Alliance Wealth Advisors, LLC 0.08% Reduce -22.3% 1,220 $432K
New Republic Capital, LLC 0.10% Add +33.7% 1,215 $430K
Castle Rock Wealth Management, LLC 0.08% Reduce -0.7% 1,182 $429K
Investors Asset Management of Georgia Inc. /Ga/ 0.15% No change 1,205 $427K
Tyche Wealth Partners LLC 0.06% No change 1,204 $427K
Trinity Financial Advisors LLC 0.11% No change 1,200 $425K
Capital Investment Counsel, Inc 0.05% No change 1,200 $425K
Centennial Bank 0.14% No change 1,199 $425K
Csenge Advisory Group 0.02% Reduce -23.2% 1,199 $425K
Atwater Malick LLC 0.09% Add +25.3% 1,193 $423K
Chicago Capital, LLC 0.01% Reduce -5.6% 1,191 $422K
Camden National Bank 0.05% Reduce -2.9% 1,189 $421K
Matthew Goff Investment Advisor, LLC 0.07% No change 1,182 $419K
Parsons Capital Management Inc. 0.02% Add +10.9% 1,179 $418K
Phoenix Financial Ltd. 0.00% Add +24.3% 1,175 $415K
Lee Danner & Bass Inc. 0.02% Add +0.2% 1,171 $415K
First Financial Bankshares Inc 0.01% Reduce -0.1% 1,168 $414K
Silver Coast Investments LLC 0.12% Add +39.3% 1,167 $413K
JFS Wealth Advisors, LLC 0.02% Add +0.1% 1,162 $412K
Alpha Family Trust 0.17% No change 1,160 $411K
Hamilton Point Investment Advisors, LLC 0.06% No change 1,159 $411K
Burkett Asset Management Ltd 0.38% Reduce -6.8% 1,155 $409K
Sagewood Asset Management LP 0.09% Add +70.3% 1,155 $409K
CFO4Life Group, LLC 0.06% Add +0.7% 1,155 $409K
Spinnaker Trust 0.02% Add +21.7% 1,155 $409K
Bill Few Associates, Inc. 0.09% Add +0.1% 1,155 $409K
Tudor Financial Inc. 0.18% Reduce -2.1% 1,152 $408K
Curbstone Financial Management Corp 0.07% Reduce -23.3% 1,152 $408K
Wealth Alliance Advisory Group, LLC 0.06% Add +14.6% 1,147 $406K
Boyar Asset Management Inc. 0.23% Reduce -65.7% 1,145 $406K
Fiduciary Family Office, LLC 0.10% Reduce -5.7% 1,139 $403K
SYM FINANCIAL Corp 0.03% Add +3.3% 1,139 $403K
Abel Hall, LLC 0.07% Add +30.0% 1,136 $403K
JT Stratford LLC 0.04% Add +1.2% 1,136 $402K
Maridea Wealth Management LLC 0.04% Add +66.5% 1,134 $402K
Northwest Financial Advisors 0.05% Add +0.6% 1,134 $402K
Mirabella Financial Services LLP 0.04% Add +42.1% 1,131 $401K
CHICAGO TRUST Co NA 0.06% Reduce -6.6% 1,130 $400K
Kestra Investment Management, LLC 0.01% Add +6.1% 1,130 $400K
WNY Asset Management, LLC 0.04% Add +17.0% 1,130 $400K
Moss Adams Wealth Advisors LLC 0.03% Reduce -1.9% 1,128 $400K
Sterling Financial Planning, Inc. 0.11% Add +0.4% 1,128 $399K
Master's Wealth Management Inc. 0.12% Add +20.7% 1,126 $399K
Caxton Associates LLP 0.01% Reduce -43.6% 1,124 $398K
Smith Salley Wealth Management 0.02% Reduce -2.4% 1,124 $398K
River Street Advisors LLC 0.12% No change 1,120 $397K
Hurlow Wealth Management Group, Inc. 0.08% Add +0.1% 1,115 $395K
Private Advisory Group LLC 0.02% Reduce -5.7% 1,112 $394K
Brooks, Moore & Associates, Inc. 0.18% No change 1,111 $394K
Northbridge Financial Group, LLC 0.15% Reduce -4.3% 1,111 $394K
Winthrop Advisory Group LLC 0.03% Add +10.2% 1,105 $392K
Jackson Thornton Wealth Management, LLC 0.03% Reduce -33.8% 1,105 $391K
CNB Bank 0.15% No change 1,104 $391K
Investment Research Partners LLC 0.13% Add +13.3% 1,101 $390K
Asset Planning,Inc 0.25% Add +0.1% 1,096 $388K
Total Clarity Wealth Management, Inc. 0.08% Reduce -1.2% 1,095 $388K
Precision Wealth Strategies, LLC 0.12% Reduce -0.4% 1,094 $388K
Waldron Private Wealth LLC 0.01% Add +2.1% 1,091 $386K
Asempa Wealth Advisors 0.29% No change 1,088 $385K
Fairscale Capital, LLC 0.23% No change 1,088 $385K
Smith Shellnut Wilson LLC 0.14% Reduce -2.7% 1,084 $384K
Summit Financial Wealth Advisors, LLC 0.05% Add +16.6% 1,084 $384K
Peak Asset Management, LLC 0.06% New 1,083 $384K
FCG Investment Co 0.13% Reduce -73.8% 1,082 $383K
Cyndeo Wealth Partners, LLC 0.02% Reduce -1.2% 1,082 $383K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +4.2% 1,078 $382K
4WEALTH Advisors, Inc. 0.29% Add +0.2% 1,096 $381K
Bernard Wealth Management Corp. 0.14% No change 1,074 $380K
55 North Private Wealth, LLC 0.07% Add +37.0% 1,070 $379K
Collaborative Fund Advisors, LLC 0.22% New 1,069 $379K
Independence Wealth Advisors, LLC 0.19% Add +14.9% 1,069 $379K
Avail Investment Partners, LLC 0.29% Add +17.6% 1,067 $378K
Zinnia Wealth Advisory, LLC 0.38% Reduce -7.3% 1,059 $375K
Montchanin Asset Management, LLC 0.38% Add +50.2% 1,059 $375K
SageView Advisory Group, LLC 0.01% Reduce -9.9% 1,058 $375K
Insight Advisors, LLC/ PA 0.07% Reduce -0.9% 1,055 $374K
Caerus Investment Advisors, LLC 0.13% Reduce -40.4% 1,053 $373K
Randall & Associates Wealth Management 0.23% New 1,053 $373K
Pin Oak Investment Advisors Inc. 0.27% Add +26.8% 1,052 $373K
Armstrong Advisory Group, Inc. 0.02% No change 1,051 $372K
Certified Advisory Corp 0.03% Add +0.4% 1,049 $372K
Fiduciary Financial Group, LLC 0.04% Add +8.4% 1,049 $372K
Stillwater Capital Advisors, LLC 0.04% Add +0.1% 1,047 $371K
Tempo Wealth, LLC 0.05% Reduce -5.3% 1,046 $371K
Destination Wealth Management 0.01% Add +17.5% 1,046 $371K
Tranquility Partners, LLC 0.13% Reduce -2.0% 1,046 $371K
Canopy Partners, LLC 0.11% Reduce -0.3% 1,046 $371K
Romano Brothers and Company 0.04% No change 1,037 $367K
McCarter Private Wealth Services LLC 0.13% Reduce -1.3% 1,036 $367K
Bar Harbor Wealth Management 0.02% No change 1,034 $366K
Eagle Bay Advisors LLC 0.27% Add +7.9% 1,029 $365K
Blue Trust, Inc. 0.00% Reduce -9.2% 1,027 $364K
Advisor OS, LLC 0.02% Reduce -12.3% 1,025 $363K
Manchester Financial Inc. 0.06% Reduce -13.0% 1,023 $363K
Putney Financial Group LLC 0.33% No change 1,023 $362K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -44.8% 1,018 $361K
Bingham Private Wealth, LLC 0.25% Reduce -0.9% 1,011 $358K
Northstar Advisory Group, LLC 0.11% Add +3.5% 1,011 $358K
Buckley Wealth Management, LLC 0.09% No change 1,009 $357K
Financial Partners Group, Inc 0.04% Reduce -2.2% 1,008 $357K
Global Trust Asset Management, LLC 0.11% Reduce -23.9% 1,006 $356K
Maia Wealth LLC 0.05% Reduce -8.9% 1,004 $356K
Sequent Asset Management, LLC 0.15% Add +38.1% 1,004 $356K
Bantamac Capital, LLC 0.25% No change 1,000 $354K
iSAM Funds (UK) Ltd 0.25% New 1,000 $354K
RiverGlades Family Offices LLC 0.16% No change 1,000 $354K
Matisse Capital 0.14% No change 1,000 $354K
Knuff & Co LLC 0.09% No change 1,000 $354K
Cadent Capital Advisors, LLC 0.07% No change 1,000 $354K
Smith & Howard Wealth Management, LLC 0.07% No change 1,000 $354K
Wellington Shields Capital Management, LLC 0.04% No change 1,000 $354K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 1,000 $354K
Souders Financial Advisors 0.04% Reduce -10.4% 999 $354K
Lake Street Private Wealth, LLC 0.04% Add +4.3% 998 $354K
Cambient Family Office, LLC 0.04% Add +8.4% 996 $353K
Worth Asset Management, LLC 0.11% Reduce -5.2% 993 $352K
Elwood & Goetz Wealth Advisory Group, LLC 0.05% Add +6.8% 992 $352K
TIAA Wealth Investment Management LLC 0.00% Add +9.8% 989 $350K
Atlas Capital Advisors Inc. 0.04% Add +41.8% 987 $350K
Klingman & Associates, LLC 0.01% Add +3.9% 986 $349K
Sax Wealth Advisors, LLC 0.01% Add +51.3% 1,014 $348K
Marshall Financial Group, LLC 0.05% Reduce -15.0% 983 $348K
Lifeworks Advisors, LLC 0.04% New 980 $347K
Angeles Wealth Management, LLC 0.02% Add +0.4% 980 $347K
Obermeyer Wealth Partners 0.01% Reduce -11.3% 980 $347K
Riversedge Advisors, LLC 0.05% Reduce -13.1% 979 $347K
EJMK Ventures LLC 0.16% Reduce -7.7% 978 $346K
One Wealth Advisors, LLC 0.04% No change 978 $346K
Flywheel Private Wealth LLC 0.17% Reduce -3.5% 972 $344K
Odyssean, LLC 0.06% Reduce -30.5% 970 $344K
TrinityBridge Ltd 0.01% No change 970 $343K
Keb Asset Management, LLC 0.06% Add +26.7% 964 $342K
Wolff Financial Management LLC 0.07% No change 963 $341K
Baron Wealth Management LLC 0.09% Add +15.2% 956 $339K
Dark Forest Capital Management LP 0.02% Reduce -87.1% 955 $338K
Piscataqua Savings Bank 0.23% No change 955 $338K
Opus Capital Group, LLC 0.03% Add +3.5% 954 $338K
NorthRock Partners, LLC 0.00% Reduce -36.4% 953 $338K
Triad Wealth Partners, LLC 0.02% New 882 $337K
Auxier Asset Management LLC 0.05% No change 952 $337K
WealthTrust Axiom LLC 0.08% Reduce -5.6% 951 $337K
Ritter Daniher Financial Advisory LLC / DE 0.05% Add +0.4% 950 $336K
Johnson Financial Group, LLC 0.02% New 945 $335K
Cornell Pochily Investment Advisors, Inc. 0.09% No change 940 $333K
CRA Financial Services, LLC 0.04% Reduce -0.3% 938 $332K
Legacy Capital Wealth Partners, LLC 0.06% Reduce -2.0% 937 $332K
Forum Financial Management, LP 0.00% Reduce -9.7% 935 $331K
WealthCare Investment Partners, LLC 0.08% Add +0.7% 934 $331K
Crestmont Private Wealth LLC 0.09% Add +2.3% 934 $331K
Revolve Wealth Partners, LLC 0.03% Add +10.4% 933 $331K
MPS Loria Financial Planners, LLC 0.08% No change 933 $330K
Atticus Wealth Management, LLC 0.08% Add +0.1% 930 $329K
CLG LLC 0.07% Reduce -8.8% 929 $329K
Michael Brady & Co., LLC 0.29% No change 925 $328K
BLB&B Advisors, LLC 0.01% Add +26.4% 923 $327K
Jeppson Wealth Management, LLC 0.10% Reduce -25.2% 921 $326K
Everhart Financial Group, Inc. 0.02% Add +1.8% 920 $326K
Texas Capital Bank Wealth Management Services Inc 0.02% Reduce -23.3% 920 $326K
Howard Capital Management Group, LLC 0.02% No change 918 $325K
E Fund Management Co., Ltd. 0.01% Reduce -1.3% 911 $323K
Truepoint, Inc. 0.01% Reduce -5.4% 910 $322K
Redmond Asset Management, LLC 0.08% Reduce -8.3% 909 $322K
MFA Wealth Services 0.19% Add +11.4% 908 $322K
M. Kraus & Co 0.09% No change 906 $321K
Urban Wealth Management, LLC 0.28% Reduce -30.3% 906 $321K
Sbe LLC Dba Cedar Cove Wealth Partners 0.15% Reduce -6.0% 900 $319K
City State Bank 0.07% No change 898 $318K
Heartwood Wealth Advisors LLC 0.02% No change 896 $317K
Terra Nova Asset Management LLC 0.19% No change 895 $317K
Caitlin John, LLC 0.17% Add +3.5% 895 $317K
Advus Financial Partners, LLC 0.07% Reduce -5.2% 892 $316K
Wellspring Financial Advisors, LLC 0.02% Reduce -0.2% 890 $315K
Sharpepoint LLC 0.16% Reduce -0.9% 888 $315K
Emerald Advisors, LLC 0.04% Add +7.4% 888 $315K
Lynch Investment Planning, LLC 0.24% Reduce -4.5% 886 $314K
Core Capital Management & Research, inc. 0.16% — 816 $314K
White Pine Capital LLC 0.07% No change 885 $314K
Samalin Investment Counsel, LLC 0.10% Reduce -0.6% 884 $313K
Meadow Creek Wealth Advisors LLC 0.19% Reduce -12.4% 879 $311K
Fort Sheridan Advisors LLC 0.03% No change 879 $311K
Hunter Associates Investment Management LLC 0.04% Reduce -1.5% 878 $311K
Clark Capital Management Group, Inc. 0.00% Reduce -4.7% 878 $311K
Chesley Taft & Associates LLC 0.01% Reduce -0.1% 877 $311K
Unique Wealth, LLC 0.04% Add +1.2% 874 $310K
Ameriflex Group, Inc. 0.13% Reduce -16.1% 873 $309K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -12.0% 872 $309K
Lakewood Asset Management LLC 0.17% Add +0.1% 872 $309K
Counterpoint Mutual Funds LLC 0.03% New 869 $308K
Solstein Capital, LLC 0.11% No change 868 $307K
Bellecapital International Ltd. 0.05% Add +18.0% 867 $307K
Beta Wealth Group, Inc. 0.12% Reduce -1.0% 866 $307K
Beacon Investment Advisors LLC 0.10% No change 864 $306K
Silverlake Wealth Management LLC 0.06% Reduce -12.6% 864 $306K
Cary Street Partners Investment Advisory LLC 0.06% Add +5.8% 863 $306K
LexAurum Advisors, LLC 0.04% Reduce -0.5% 863 $306K
LMG Wealth Partners, LLC 0.05% No change 860 $305K
Daner Wealth Management, LLC 0.16% Reduce -4.1% 774 $304K
Paces Ferry Wealth Advisors, LLC 0.11% Reduce -6.2% 857 $304K
Evanson Financial, LLC 0.01% — 857 $304K
Napier Financial, LLC 0.06% No change 856 $303K
Summit Global Investments 0.02% Reduce -80.1% 855 $303K
BridgePort Financial Solutions, LLC 0.08% Reduce -9.3% 855 $303K
Gratus Wealth Advisors, LLC 0.04% Reduce -2.1% 854 $303K
Elite Life Management LLC 0.35% Reduce -0.4% 787 $302K
Blalock Williams, LLC 0.20% Add +2.2% 853 $302K
City Holding Co. 0.03% No change 850 $301K
Sound Financial Strategies Group, LLC 0.19% Add +0.6% 849 $301K
Heritage Wealth Advisors 0.01% No change 849 $301K
Bay Rivers Group 0.10% No change 845 $299K
Seamount Financial Group Inc. 0.12% Reduce -0.3% 845 $299K
Adell Harriman & Carpenter Inc. 0.02% No change 840 $298K
Trinity Legacy Partners, LLC 0.06% Add +0.5% 806 $297K
Allred Capital Management, LLC 0.10% Add +0.1% 838 $297K
Acorn Wealth Advisors, LLC 0.07% Reduce -0.4% 835 $296K
KOM Wealth Management Group, LLC 0.18% Add +0.4% 834 $296K
First Heartland Consultants, Inc. 0.02% New 833 $295K
Allen Wealth Management, LLC 0.14% Reduce -9.0% 832 $295K
Continuum Advisory, LLC 0.02% New 830 $294K
Alhambra Investment Management LLC 0.13% No change 828 $293K
Jacobs Levy Equity Management, Inc. 0.00% New 827 $293K
Bryn Mawr Trust Advisors, LLC 0.01% Add +6.4% 827 $293K
LVM Capital Management Ltd. 0.02% No change 825 $292K
StoneX Group Inc. 0.01% Add +19.0% 820 $291K
Legacy Advisors, LLC 0.03% New 820 $290K
Van Diest Capital, LLC 0.26% Reduce -57.6% 819 $290K
Pine Valley Investments Ltd Liability Co 0.01% Add +4.2% 818 $290K
Maripau Wealth Management LLC 0.10% Add +0.5% 817 $289K
Clearstead Trust, LLC 0.04% Reduce -0.2% 815 $289K
Marex Group Ltd 0.00% Add +8.5% 815 $289K
Pettyjohn, Wood & White, Inc. 0.04% Reduce -0.8% 814 $288K
Global Assets Advisory, LLC 0.06% Add +23.5% 793 $288K
Tradition Wealth Management, LLC 0.02% Reduce -1.5% 811 $287K
Marion Wealth Management 0.06% New 805 $285K
Essential Partners LLC 0.13% Reduce -61.9% 802 $284K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -0.9% 801 $284K
AlphaCentric Advisors LLC 0.24% Add +6.0% 801 $284K
SWP Financial LLC 0.13% Reduce -10.3% 801 $284K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -10.8% 801 $284K
Acorn Creek Capital LLC 0.09% Reduce -2.2% 801 $284K
Flatrock Wealth Partners LLC 0.11% Reduce -27.4% 800 $283K
BIP Wealth, LLC 0.01% Add +11.3% 799 $283K
Advisory Alpha, LLC 0.01% Add +28.7% 798 $283K
Founders Financial Securities LLC 0.01% Add +1.0% 798 $283K
Austin Wealth Management, LLC 0.06% Reduce -0.5% 766 $282K
HHM Wealth Advisors, LLC 0.03% Add +1.1% 797 $282K
Markowski Investments 0.06% — 796 $282K
McGuire Investment Group, LLC 0.02% No change 795 $282K
IMZ Advisory Inc 0.09% Add +0.5% 795 $282K
Muirfield Wealth Advisors LLC 0.18% Add +0.8% 792 $280K
Heritage Trust Co 0.02% Reduce -2.8% 791 $280K
Sovran Advisors, LLC 0.02% Add +7.7% 713 $280K
Integrated Investment Consultants, LLC 0.06% Add +1.1% 790 $280K
Succession Financial, Inc. 0.27% — 788 $279K
G&S Capital LLC 0.08% Add +1.4% 785 $278K
Hardy Reed LLC 0.02% Reduce -2.2% 785 $278K
Corps Capital Advisors, LLC 0.22% New 783 $277K
PAX Financial Group, LLC 0.04% Reduce -6.1% 783 $277K
D'Orazio & Associates, Inc. 0.03% Reduce -4.9% 783 $277K
Stewardship Advisors, LLC 0.06% Add +0.3% 781 $277K
West Michigan Advisors, LLC 0.05% Add +6.0% 780 $276K
STG Securities, LLC 0.30% — 774 $274K
Old Second National Bank of Aurora 0.05% Add +80.4% 774 $274K
Investment Advisory Services Inc. /TX 0.08% Add +2.9% 774 $274K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 771 $273K
Boston Research & Management Inc. 0.06% No change 770 $273K
Meramec Financial Planners, LLC 0.10% Reduce -2.8% 700 $273K
Cascade Financial Partners, LLC 0.02% Add +1.3% 769 $272K
Eagle Strategies LLC 0.03% Add +2.4% 767 $272K
Arcus Capital Partners, LLC 0.11% No change 767 $272K
Greenwood Capital Associates LLC 0.03% Reduce -11.7% 765 $271K
Windsor Capital Management, LLC 0.07% No change 763 $270K
CCG Wealth Management, LLC 0.06% Reduce -14.8% 763 $270K
LGT Group Foundation 0.00% Reduce -0.3% 763 $270K
Horizon Bancorp Inc. 0.13% Reduce -2.1% 759 $269K
Alliance Wealth Advisors, LLC 0.11% Add +8.2% 756 $268K
Brady Martz Wealth Solutions, LLC 0.04% Add +4.0% 756 $268K
McLean Asset Management Corp 0.04% Reduce -1.3% 698 $268K
Zhang Financial LLC 0.01% Add +10.6% 752 $266K
Lantz Financial LLC 0.05% Reduce -0.3% 751 $266K
Calydon Capital 0.04% Reduce -3.5% 749 $265K
Accordant Advisory Group Inc 0.18% No change 749 $265K
WealthPoint Financial, LLC 0.19% Add +3.6% 748 $265K
Tritonpoint Wealth, LLC 0.03% Add +3.2% 746 $264K
Measured Wealth Private Client Group, LLC 0.06% No change 745 $264K
Barnes Wealth Management Group, Inc 0.12% Reduce -1.2% 744 $264K
Enterprise Financial Services Corp 0.11% Add +6.0% 744 $264K
CDM Financial Counseling Services, Inc. 0.23% Reduce -0.4% 743 $263K
Cypress Wealth Services, LLC 0.03% Reduce -10.4% 743 $263K
Wealth Dimensions Group, Ltd. 0.05% Add +1.2% 738 $261K
RW Investment Management LLC 0.02% No change 737 $261K
Jefferies Financial Group Inc. 0.00% New 736 $261K
FDx Advisors, Inc. 0.08% Reduce -20.3% 733 $260K
Bensler, LLC 0.02% Reduce -3.5% 733 $260K
STAR Financial Bank 0.11% Add +3.2% 733 $260K
Violich Capital Management, Inc. 0.03% Reduce -2.0% 730 $259K
Sunesis Advisors, LLC 0.11% No change 729 $258K
Van Cleef Asset Management,Inc 0.03% No change 729 $258K
Avantra Family Wealth, Inc. 0.16% No change 726 $257K
Key Client Fiduciary Advisors, LLC 0.07% Add +0.1% 725 $257K
First Financial Corp. 0.09% No change 725 $257K
LifeGoal Investments, LLC 0.12% Reduce -15.0% 723 $256K
Claris Advisors, LLC / Mo / 0.07% No change 723 $256K
Lineweaver Wealth Advisors, LLC 0.03% Add +13.9% 722 $256K
Fieldview Capital Management, LLC 0.07% Add +11.7% 716 $254K
Mosaic Financial Group, LLC 0.16% No change 713 $253K
Barry Investment Advisors, LLC 0.05% Reduce -1.9% 714 $253K
Capula Management Ltd 0.00% Add +1196.4% 713 $253K
Belleair Asset Management, LLC 0.21% No change 712 $252K
Foster Victor Wealth Advisors, LLC 0.01% Reduce -10.7% 682 $252K
Piedmont Capital Management, LLC 0.15% Reduce -1.5% 710 $252K
Cozad Asset Management Inc. 0.02% No change 709 $251K
Portfolio Design Labs, LLC 0.04% Add +0.9% 705 $250K
Moody National Bank Trust Division 0.02% No change 704 $249K
Missouri Trust & Investment Co 0.07% No change 650 $249K
SVB Wealth LLC 0.02% Reduce -10.8% 702 $249K
CM Wealth Advisors LLC 0.04% New 702 $249K
Waterfront Wealth Inc. 0.04% No change 663 $249K
Clarion Wealth Managment Partners, LLC 0.20% Add +0.3% 701 $248K
Prepared Retirement Institute LLC 0.11% Reduce -2.2% 700 $248K
Wendell David Associates Inc. 0.03% No change 700 $248K
HT Partners LLC 0.07% No change 700 $248K
Congress Park Capital LLC 0.07% No change 700 $248K
Keystone Wealth Services, LLC 0.05% Add +0.9% 697 $247K
Smith, Moore & Co. 0.02% Add +1.6% 697 $247K
Innovative Asset Advisors Group, LLC 0.11% Add +10.1% 697 $247K
Ariadne Wealth Management, LP 0.11% Reduce -15.8% 695 $246K
Joule Financial, LLC 0.07% Reduce -1.4% 695 $246K
Clear Wave Wealth Management LLC 0.05% Reduce -8.3% 694 $246K
CYBER HORNET ETFs LLC 0.14% Reduce -1.0% 691 $245K
W Advisors, LLC 0.11% No change 691 $245K
GoalFusion Wealth Management, LLC 0.10% No change 691 $245K
Capstone Wealth Management, LLC 0.11% New 690 $244K
Cooper Financial Group 0.02% Add +7.3% 689 $244K
True North Advisors, LLC 0.02% Add +7.0% 689 $244K
Wealth Management Associates, Inc. 0.07% Reduce -17.9% 688 $244K
Crown Wealth Group, LLC 0.06% Reduce -1.6% 688 $244K
Jackson, Grant Investment Advisers, Inc. 0.08% Add +0.1% 687 $243K
CPR Investments Inc. 0.19% Reduce -24.8% 686 $243K
United Advisor Group, LLC 0.03% Reduce -0.3% 686 $243K
Cromwell Holdings LLC 0.11% No change 685 $243K
Narus Financial Partners, LLC 0.06% Add +0.4% 681 $241K
waypoint wealth counsel 0.15% Reduce -31.4% 680 $241K
Oregon Pacific Wealth Management, LLC 0.23% No change 680 $241K
DV Trading LLC 0.02% Reduce -5.6% 680 $241K
Waters Parkerson & Co., LLC 0.01% No change 680 $241K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.01% Add +9.3% 680 $241K
Davidson Trust Co. 0.09% No change 679 $241K
Abundance Wealth Counselors 0.02% Reduce -17.4% 677 $240K
Income Insurance Ltd 0.14% No change 675 $239K
Marble Harbor Investment Counsel, LLC 0.02% No change 675 $239K
Optivise Advisory Services LLC 0.12% New 672 $238K
McGowan Group Asset Management, Inc. 0.03% Reduce -3.0% 672 $238K
Swiss Re Ltd. 0.02% New 670 $237K
Lewis Asset Management, LLC 0.08% Add +0.3% 668 $237K
Tableaux LLC 0.10% Reduce -11.9% 668 $237K
Johnson Financial Group, Inc. 0.01% Reduce -12.5% 667 $236K
Evernest Financial Advisors, LLC 0.05% No change 667 $236K
BSW Wealth Partners 0.03% Reduce -0.3% 664 $235K
Redwood Financial Network Corp 0.13% Add +10.9% 662 $235K
First Bank & Trust 0.03% Reduce -0.6% 661 $234K
Aua Capital Management, LLC 0.11% No change 660 $234K
Centiva Capital, LP 0.01% Reduce -80.9% 660 $234K
Regatta Capital Group, LLC 0.03% Add +0.1% 659 $234K
Rosenberg Matthew Hamilton 0.04% Reduce -1.2% 659 $233K
Sierra Ocean, LLC 0.16% Add +5.5% 658 $233K
Athena Investment Management 0.14% Reduce -13.6% 656 $232K
Klingenstein Fields & Co. LP 0.01% Reduce -0.5% 654 $232K
Carson Advisory Inc. 0.11% Add +0.3% 652 $231K
Unify Financial Advisors 0.21% Reduce -2.8% 650 $230K
Investment Advisory Group, LLC 0.05% Add +3.0% 648 $230K
First National Bank & Trust Co. of Newtown 0.05% Reduce -4.0% 598 $229K
Patriot Investment Management Group, Inc. 0.01% Reduce -3.6% 646 $229K
Strategic Equity Management 0.08% Add +1.1% 644 $228K
Kennebec Savings Bank 0.18% Add +1331.1% 644 $228K
Marathon Mission, Inc. 0.11% Add +0.2% 642 $227K
Weil Company, Inc. 0.04% Add +0.5% 641 $227K
Northstar Group, Inc. 0.03% No change 639 $226K
Greenline Wealth Management LLC 0.19% Add +9.2% 639 $226K
May Hill Capital, LLC 0.05% New 639 $226K
North Capital, Inc. 0.17% New 638 $226K
Griffith & Werner, Inc. 0.11% No change 638 $226K
McAdam, LLC 0.01% Add +9.4% 638 $226K
Asset Advisory Group, Inc. 0.10% No change 637 $225K
Relyea Zuckerberg Hanson LLC 0.02% Reduce -2.9% 635 $225K
FSM Wealth Advisors, LLC 0.02% Add +4.1% 634 $225K
Alpine Bank Wealth Management 0.03% No change 634 $225K
Baron Silver Stevens Financial Advisors, LLC 0.03% No change 633 $224K
Marin Bay Wealth Advisors, LLC 0.12% Add +4.5% 631 $224K
Meridian Wealth Advisors, LLC 0.03% Add +0.2% 630 $223K
Sfmg, LLC 0.01% No change 630 $223K
Harvest Investment Services, LLC 0.03% Reduce -0.2% 629 $223K
J. Safra Sarasin Holding AG 0.00% New 628 $223K
Mayflower Financial Advisors, LLC 0.02% Reduce -5.6% 628 $222K
Sunburst Financial Group, LLC 0.04% Add +1.0% 628 $222K
OneAscent Family Office, LLC 0.11% New 627 $222K
Clear Creek Financial Management, LLC 0.01% Reduce -3.5% 627 $222K
King Wealth Management Group 0.02% Add +0.6% 626 $222K
Heritage Investors Management Corp. 0.01% Reduce -8.5% 627 $222K
Skylands Capital, LLC 0.03% No change 625 $221K
CCM Investment Advisers LLC 0.02% No change 625 $221K
Schnieders Capital Management, Llc. 0.03% No change 624 $221K
Wedge Capital Management L L P 0.00% Reduce -0.6% 624 $221K
Sarver Vrooman Wealth Advisors 0.13% Add +202.0% 598 $221K
Pacific Excel Wealth Advisors, Inc. 0.09% New 623 $221K
Edgestream Partners, L.P. 0.01% Reduce -54.9% 623 $221K
Heritage Family Offices, LLP 0.09% New 623 $221K
NCM Capital Management, LLC 0.07% No change 622 $220K
Stronghold Wealth Management L.L.C. 0.29% Reduce -20.6% 621 $220K
Focus Financial Network, Inc. 0.01% Add +1.3% 620 $220K
Southeast Asset Advisors, LLC 0.02% No change 619 $219K
Claret Asset Management Corp 0.02% Reduce -16.3% 617 $219K
Kelly Financial Services LLC 0.05% Add +0.3% 618 $219K
Insight 2811, Inc. 0.09% No change 617 $219K
Patten Group, Inc. 0.03% New 615 $218K
Rebalance, LLC 0.01% No change 614 $218K
Fort Washington Investment Advisors Inc. 0.00% Reduce -15.7% 613 $217K
Old Mission Investment Co LLC 0.05% Add +2.3% 613 $217K
Marino, Stram & Associates LLC 0.03% Reduce -0.7% 612 $217K
State of Wyoming 0.02% New 611 $216K
REAP Financial Group, LLC 0.04% Add +0.7% 611 $216K
Fielder Capital Group LLC 0.05% Reduce -14.6% 611 $216K
Shufro Rose & Co. LLC 0.01% Reduce -39.6% 610 $216K
Shum Financial Group, Inc. 0.13% Add +1.5% 610 $216K
GK Wealth Management LLC 0.13% New 608 $216K
Kavar Capital Partners Group, LLC 0.03% New 608 $215K
Sand Hill Global Advisors, LLC 0.01% New 608 $215K
Royal Capital Wealth Management, LLC 0.12% No change 607 $215K
Proathlete Wealth Management LLC 0.05% No change 603 $214K
Patron Partners, LLC 0.08% Add +0.5% 604 $214K
Thompson Siegel & Walmsley LLC 0.00% New 602 $213K
Praxis Capital Management LLC 0.34% Reduce -48.0% 600 $213K
William John Sempolinski 0.09% Reduce -9.4% 600 $213K
Kiker Wealth Management, LLC 0.08% Reduce -5.4% 600 $213K
Cardiff Park Advisors, LLC 0.02% Reduce -2.9% 600 $213K
Essential Investment Partners LLC 0.17% No change 600 $212K
Schwartz Investment Counsel Inc. 0.01% No change 598 $212K
Facet Wealth, Inc. 0.00% Reduce -24.0% 598 $212K
MJP Associates Inc. 0.02% Reduce -24.7% 597 $211K
Foster Dykema Cabot & Partners, LLC 0.01% Add +7.2% 596 $211K
Deseret Mutual Benefit Administrators 0.07% Reduce -7.0% 593 $210K
WealthPlan Investment Management, LLC 0.01% New 592 $210K
Weaver Capital Management LLC 0.05% No change 610 $209K
Websterrogers Financial Advisors, LLC 0.05% No change 591 $209K
Delta Financial Advisors LLC 0.05% Add +0.2% 590 $209K
SJS Investment Consulting Inc. 0.02% Reduce -10.9% 588 $208K
Ridgecrest Wealth Partners, LLC 0.10% New 587 $208K
Live Oak Private Wealth LLC 0.03% Reduce -3.8% 587 $208K
GenTrust, LLC 0.01% Reduce -72.0% 586 $208K
Verus Capital Partners, LLC 0.01% Reduce -3.6% 585 $207K
Purkiss Capital Advisors LLC 0.08% New 583 $207K
TMB Capital Partners, LLC 0.06% New 583 $206K
Heritage Wealth Management, Inc. 0.05% New 582 $206K
Townsquare Capital LLC 0.04% New 580 $206K
Trust Point Inc. 0.02% New 580 $205K
Owl Creek Wealth Partners LLC 0.06% Add +0.9% 578 $205K
Sterling Investment Advisors, Ltd. 0.03% New 577 $204K
Strategic Wealth Partners, Ltd. 0.01% Reduce -21.4% 577 $204K
Grant Private Wealth Management Inc 0.09% Reduce -9.4% 577 $204K
XY Planning Network, Inc. 0.03% New 576 $204K
Pioneer Trust Bank N A 0.05% New 576 $204K
Horizon Family Wealth, Inc. 0.09% New 573 $203K
E&G Advisors, LLC 0.04% New 571 $202K
Iams Wealth Management, LLC 0.06% New 568 $201K
Cadinha & Co. LLC 0.03% New 568 $201K
Baldwin Wealth Partners LLC 0.01% New 568 $201K
Tribridge Partners Financial LLC 0.08% New 517 $201K
O'Keefe Stevens Advisory, Inc. 0.04% New 567 $201K
Eads & Heald Wealth Management 0.10% New 566 $201K
Triumph Capital Management 0.04% Add +6.8% 566 $201K
Aberdeen Wealth Management LLC 0.10% Reduce -39.4% 565 $200K
ZEGA Investments, LLC 0.03% New 563 $199K
Caldwell Sutter Capital, Inc. 0.08% Reduce -4.6% 562 $199K
Key Capital Management, INC 0.10% Reduce -21.4% 550 $195K
Institute for Wealth Management, LLC. 0.02% Reduce -8.1% 547 $194K
Glen Eagle Advisors, LLC 0.02% Reduce -9.0% 547 $194K
Gables Capital Management Inc. 0.07% No change 530 $188K
Tsfg, LLC 0.02% Add +4.2% 527 $187K
MTM Investment Management, LLC 0.05% No change 519 $184K
Vanguard National Trust Co 0.01% Add +144.2% 508 $180K
Vision Retirement, LLC 0.04% Add +652.2% 504 $178K
Synergy Investment Management, LLC 0.04% Add +628.4% 488 $174K
Motco 0.01% Add +1.3% 480 $170K
Compass Financial Management LLC 0.02% — 457 $169K
St Germain D J Co. Inc. 0.01% Reduce -3.9% 473 $168K
Quent Capital, LLC 0.01% Reduce -15.9% 469 $166K
True Wealth Design, LLC 0.04% Reduce -14.7% 464 $164K
Stone House Investment Management, LLC 0.02% Add +0.2% 445 $158K
Estabrook Capital Management 0.02% Add +56.7% 442 $157K
MidFirst Bank 0.01% Add +1.1% 442 $157K
Peoples Financial Services Corp. 0.07% Reduce -2.2% 440 $156K
Basecamp Wealth Advisors LLC 0.03% Add +2.8% 438 $155K
Costello Asset Management, INC 0.05% No change 435 $154K
Steigerwald, Gordon & Koch Inc. 0.02% No change 431 $153K
Twin Tree Management, LP 0.02% Reduce -92.8% 430 $152K
Gill Capital Partners, LLC 0.04% No change 427 $151K
Zions Bancorporation, National Association 0.01% Reduce -32.2% 419 $148K
Key Financial Inc 0.02% Reduce -3.0% 418 $148K
Duncker Streett & Co. Inc. 0.02% Reduce -2.1% 415 $147K
Bayforest Capital Ltd 0.14% New 414 $147K
Founders Capital Management 0.06% No change 410 $145K
Virtus Advisers, LLC 0.06% Reduce -4.0% 408 $145K
Maj Invest Holding A/S 0.01% No change 400 $142K
Richardson Capital Management LLC 0.06% No change 400 $142K
Compagnie Lombard Odier SCmA 0.00% No change 400 $142K
Guardian Partners Inc. 0.01% New 398 $141K
Community Financial Services Group, LLC 0.02% Add +198.5% 388 $141K
Mascoma Wealth Management LLC 0.03% Add +12.5% 397 $141K
NFSG Corp 0.02% Add +158.6% 393 $139K
LifeSteps Financial, Inc. 0.06% New 392 $139K
Beacon Investment Advisory Services, Inc. 0.01% Add +3.0% 380 $135K
Legacies Wealth LLC 0.07% No change 373 $132K
Godsey & Gibb, Inc. 0.01% No change 370 $131K
Union Savings Bank 0.05% No change 370 $131K
EFG International AG 0.00% Reduce -73.5% 365 $129K
Strategic Investment Advisors / MI 0.01% Reduce -2.2% 363 $128K
Covestor Ltd 0.07% Add +9.8% 360 $128K
Westside Investment Management, Inc. 0.02% Reduce -3.0% 361 $128K
Medallion Wealth Advisors, LLC 0.04% No change 361 $128K
Nalls Sherbakoff Group, LLC 0.09% No change 355 $126K
GoalVest Advisory LLC 0.02% No change 345 $122K
Harbor Capital Advisors, Inc. 0.01% Reduce -3.7% 340 $120K
Atlantic Private Wealth, LLC 0.07% No change 336 $119K
Orion Capital Management LLC 0.04% No change 336 $119K
Manchester Capital Management LLC 0.02% Add +19.4% 333 $118K
Godfrey Financial Associates, Inc. 0.09% No change 331 $117K
Richards, Merrill & Peterson, Inc. 0.04% No change 331 $117K
Evelyn Partners Group Ltd 0.00% — 321 $114K
Dunhill Financial, LLC 0.02% Reduce -0.6% 320 $114K
Cape Investment Advisory, Inc. 0.03% New 319 $113K
DiNuzzo Private Wealth, Inc. 0.01% No change 318 $113K
Cornerstone Planning Group LLC 0.01% Reduce -4.5% 299 $112K
Barrett & Company, Inc. 0.03% No change 314 $111K
Private Wealth Management Group, LLC 0.03% No change 312 $111K
Fideuram Asset Management (Ireland) dac 0.00% New 314 $110K
Bayban 0.08% No change 304 $108K
Arlington Partners LLC 0.19% Reduce -54.9% 300 $106K
Financial Network Wealth Advisors LLC 0.11% Reduce -4.5% 295 $105K
Investors Research Corp 0.02% Reduce -9.8% 294 $104K
Lavaca Capital LLC 0.01% Add +194.0% 294 $104K
Bruce G. Allen Investments, LLC 0.07% Add +1.4% 288 $102K
BankPlus Trust Department 0.02% Reduce -23.0% 284 $101K
TFC Financial Management, Inc. 0.01% Add +1.1% 282 $100K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +33.3% 280 $99K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 280 $99K
Eastern Bank 0.00% Add +597.5% 279 $99K
Truvestments Capital LLC 0.01% Add +0.4% 277 $98K
Allied Private Wealth LLC 0.06% — 260 $98K
Silvant Capital Management LLC 0.00% No change 274 $97K
United Community Bank 0.03% Reduce -16.3% 272 $96K
Hager Investment Management Services, LLC 0.04% Reduce -10.9% 271 $96K
Murphy & Mullick Capital Management Corp 0.06% No change 270 $96K
Prosperity Bancshares Inc 0.06% Reduce -5.3% 269 $95K
Crews Bank & Trust 0.01% No change 266 $94K
Osterweis Capital Management Inc. 0.01% Reduce -55.9% 262 $93K
Fortitude Family Office, LLC 0.02% Reduce -0.4% 261 $92K
Smithfield Trust Co 0.00% No change 263 $92K
Princeton Global Asset Management LLC 0.01% Reduce -1.9% 256 $91K
West Branch Capital LLC 0.02% Reduce -28.4% 252 $89K
Arlington Trust Co LLC 0.01% Add +159.6% 244 $86K
McDonald Partners LLC 0.02% New 242 $86K
Silver Grove Financial Group, Inc. 0.05% Add +64.4% 240 $85K
USA Financial Formulas 0.01% — 232 $82K
Hilltop National Bank 0.02% Add +1.3% 231 $82K
Planning Strategies Inc. 0.05% — 219 $78K
Sittner & Nelson, LLC 0.02% No change 217 $77K
Riverview Trust Co 0.09% No change 217 $77K
Keating Financial Advisory Services, Inc. 0.01% Add +16.7% 217 $77K
Obsidian Cio, LLC 0.06% Add +159.3% 210 $74K
New England Capital Financial Advisors LLC 0.02% No change 209 $74K
WPG Advisers, LLC 0.04% Add +31.2% 202 $72K
Axiom Investment Management LLC 0.05% Reduce -94.6% 200 $71K
Birchbrook, Inc. 0.03% No change 200 $71K
Canton Hathaway, LLC 0.01% No change 200 $71K
Golden State Wealth Management, LLC 0.01% Add +4.2% 198 $70K
Buck Wealth Strategies, LLC 0.01% New 195 $69K
Bradley & Co. Private Wealth Management, LLC 0.03% No change 194 $69K
Physician Wealth Advisors, Inc. 0.01% Reduce -2.1% 187 $66K
Ankerstar Wealth, LLC 0.06% No change 186 $66K
New England Asset Management Inc. 0.01% New 185 $66K
Cetera Trust Company, N.A 0.03% No change 184 $65K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.20% Reduce -65.3% 183 $65K
Chapman Financial Group, LLC 0.04% No change 176 $62K
MV Capital Management, Inc. 0.01% Reduce -3.3% 176 $62K
Field & Main Bank 0.01% Reduce -2.8% 175 $62K
Addison Advisors LLC 0.03% Reduce -81.6% 174 $62K
Evolution Wealth Management Inc. 0.04% Reduce -6.6% 171 $61K
Gleason Group, Inc. 0.01% Add +0.6% 168 $60K
JNBA Financial Advisors 0.00% Add +9.8% 168 $60K
Nvwm, LLC 0.01% Add +0.6% 165 $58K
NORTHSTAR ASSET MANAGEMENT Co 0.01% New 150 $58K
Fiduciary Financial Advisors 0.01% New 159 $54K
Core Alternative Capital 0.02% No change 150 $53K
Strategic Wealth Advisors LLC 0.05% No change 160 $53K
First PREMIER Bank 0.01% Reduce -6.8% 150 $53K
GW&K Investment Management, LLC 0.00% Add +7.9% 151 $53K
Elevation Wealth Partners, LLC 0.02% Add +265.0% 146 $52K
Coston, McIsaac & Partners 0.01% No change 145 $51K
Optiver Holding B.V. 0.00% Reduce -93.8% 140 $50K
Loomis Sayles & Co. L P 0.00% Add +64.3% 138 $49K
Bollard Group LLC 0.00% Add +0.7% 137 $48K
Hughes Financial Services, LLC 0.01% Add +8.9% 135 $48K
DecisionPoint Financial, LLC 0.01% Add +2.3% 132 $48K
IMA Advisory Services, Inc. 0.00% Add +482.6% 134 $47K
Wealth Enhancement Trust Services, Inc. 0.01% Add +56.5% 133 $47K
Advocate Investing Services LLC 0.04% No change 130 $46K
Winch Advisory Services, LLC 0.01% No change 130 $46K
Financial Consulate, Inc. 0.01% Add +0.8% 127 $45K
Ares Financial Consulting, LLC 0.03% Add +5.0% 126 $45K
Westfuller Advisors, LLC 0.02% No change 122 $43K
Ogorek Anthony Joseph /NY/ 0.01% No change 121 $43K
Seneschal Advisors, LLC 0.03% No change 121 $43K
SIMA Wealth Partners, LLC 0.03% No change 120 $43K
Pioneer Family Office, LLC 0.02% No change 120 $43K
Albion Financial Group 0.00% Add +650.0% 120 $43K
Access Investment Management LLC 0.01% No change 119 $42K
Harbor Asset Planning, Inc. 0.03% No change 119 $42K
Atlantic Edge Private Wealth Management, LLC 0.01% Add +7.3% 118 $42K
Abound Financial, LLC 0.02% No change 117 $41K
Flagship Wealth Advisors, LLC 0.01% No change 116 $41K
Salomon & Ludwin, LLC 0.00% Reduce -42.9% 113 $41K
Perkins Coie Trust Co 0.01% No change 115 $41K
Tripletail Wealth Management, LLC 0.05% No change 109 $41K
Financial Perspectives, Inc 0.01% No change 113 $40K
American Capital Advisory, LLC 0.01% Reduce -1.8% 111 $39K
Bell Investment Advisors, Inc 0.01% Reduce -15.4% 110 $39K
Highline Wealth Partners LLC 0.01% Add +63.6% 108 $38K
Millstone Evans Group, LLC 0.02% Add +3.9% 107 $38K
Vermillion Wealth Management, Inc. 0.01% Reduce -11.0% 105 $37K
Copos Capital B.V. 0.01% — 104 $37K
Trifecta Capital Advisors, LLC 0.00% Add +2.0% 102 $36K
Merrithew & Thorsten Inc 0.03% No change 101 $36K
NorthAvenue LLC 0.03% New 101 $36K
Syntax Research, Inc. 0.03% No change 100 $35K
Smallwood Wealth Investment Management, LLC 0.02% No change 100 $35K
Quintet Private Bank (Europe) S.A. 0.00% No change 100 $35K
Darwin Wealth Management, LLC 0.01% Add +30.3% 99 $35K
Towne Trust Company, N.A 0.01% No change 99 $35K
Signature Equity Partners, LLC 0.02% Add +63.3% 98 $35K
Financial Life Planners 0.02% No change 97 $34K
First Eagle Investment Management, LLC 0.00% No change 97 $34K
Mowery & Schoenfeld Wealth Management, LLC 0.05% No change 95 $34K
Main Street Group, LTD 0.01% No change 94 $33K
TrustBank 0.01% New 93 $33K
Tounjian Advisory Partners, LLC 0.01% New 92 $33K
JPL Wealth Management, LLC 0.01% Reduce -11.9% 89 $32K
Rialto Wealth Management, LLC 0.01% Reduce -11.1% 88 $31K
Kemnay Advisory Services Inc. 0.00% Reduce -52.5% 86 $30K
Hara Capital LLC 0.02% No change 85 $30K
Wilkerson Advisory Group LLC 0.01% Reduce -3.4% 85 $30K
Paladin Partners, LLC 0.02% No change 84 $30K
William B. Walkup & Associates, Inc. 0.01% No change 84 $30K
Maryland Capital Advisors Inc. 0.01% — 81 $29K
Align Financial, LLC 0.01% No change 81 $29K
Retirement Wealth Solutions LLC 0.02% No change 79 $28K
Center for Financial Planning, Inc. 0.00% No change 78 $28K
Wellington-Altus USA Inc. 0.02% Add +77.8% 80 $27K
DT Investment Partners, LLC 0.00% No change 77 $27K
Burkett Financial Services, LLC 0.01% Add +1.3% 76 $27K
Dogwood Wealth Management LLC 0.01% Add +44.2% 75 $27K
Manning & Napier Advisors LLC 0.00% Add +21.3% 74 $26K
Consultiva Wealth Management, Corp. 0.06% No change 73 $26K
Mb, Levis & Associates, LLC 0.01% Add +1.4% 71 $25K
Cedar Mountain Advisors, LLC 0.00% Add +7.7% 70 $25K
Country Trust Bank 0.00% No change 69 $24K
Montag A & Associates Inc. 0.00% Reduce -74.3% 69 $24K
Atlatl Advisers LLC 0.01% New 68 $24K
Louisbourg Investments Inc. 0.00% New 68 $24K
Nova Wealth Management, Inc. 0.01% No change 67 $24K
TD Capital Management LLC 0.00% No change 66 $23K
Joseph Group Capital Management 0.00% Add +16.1% 65 $23K
Harvest Fund Management Co., Ltd 0.00% No change 66 $23K
KERR FINANCIAL PLANNING Corp 0.03% No change 65 $23K
Bear Mountain Capital, Inc. 0.01% No change 61 $23K
Copia Wealth Management 0.01% No change 63 $22K
Signature Resources Capital Management, LLC 0.01% Reduce -8.7% 63 $22K
Provenance Wealth Advisors, LLC 0.00% New 63 $22K
Crewe Advisors LLC 0.00% Add +74.3% 61 $22K
Delos Wealth Advisors, LLC 0.01% Add +275.0% 60 $21K
Tacita Capital Inc 0.01% No change 60 $21K
Summit Securities Group LLC 0.00% Add +42.9% 60 $21K
Avion Wealth 0.00% Add +15.1% 61 $21K
SOA Wealth Advisors, LLC. 0.00% Add +55.3% 59 $21K
Midwest Capital Advisors, LLC 0.01% No change 56 $20K
Eukles Asset Management 0.01% No change 55 $19K
Steph & Co. 0.00% Reduce -29.5% 55 $19K
Financial Management Professionals, Inc. 0.00% No change 55 $19K
Atwood & Palmer Inc. 0.00% New 54 $19K
Aspect Partners, LLC 0.01% Add +40.5% 52 $18K
Tiaa Trust, National Association 0.00% Reduce -38.8% 52 $18K
Bare Financial Services, Inc 0.00% Add +88.9% 51 $18K
Cranbrook Wealth Management, LLC 0.00% No change 50 $18K
NCP Inc. 0.02% No change 48 $17K
Bellevue Asset Management, LLC 0.01% No change 47 $17K
Entrust Financial LLC 0.01% No change 47 $17K
RHL Group, LLC 0.01% No change 46 $16K
Hanson & Doremus Investment Management 0.00% No change 44 $16K
Osbon Capital Management LLC 0.01% No change 45 $16K
ESL Trust Services, LLC 0.00% No change 44 $16K
MPWM Advisory Solutions, LLC 0.01% No change 44 $16K
Commonwealth Retirement Investments LLC 0.00% New 43 $15K
Bank & Trust Co 0.01% No change 42 $15K
Colonial Trust Advisors 0.00% No change 42 $15K
Plante Moran Financial Advisors, LLC 0.00% Reduce -12.5% 42 $15K
10Elms LLP 0.01% New 41 $15K
Activest Wealth Management 0.00% Reduce -71.9% 41 $15K
Archer Investment Corp 0.00% No change 40 $14K
First Bancorp, Inc 0.01% New 40 $14K
Carolina Wealth Advisors, LLC 0.01% No change 40 $14K
Kilter Group LLC 0.01% Add +21.2% 40 $14K
Concord Wealth Partners 0.00% New 39 $14K
LFA - Lugano Financial Advisors SA 0.01% New 38 $13K
Thompson Investment Management, Inc. 0.00% Reduce -24.0% 38 $13K
Strategic Advocates LLC 0.05% Add +184.6% 37 $13K
PFS Partners, LLC 0.01% Add +2.9% 36 $13K
Downshift Financial, LLC 0.01% New 35 $12K
Whipplewood Advisors, LLC 0.01% Reduce -53.4% 34 $12K
Wiser Advisor Group LLC 0.01% No change 33 $12K
Comprehensive Financial Planning, Inc. 0.01% Add +3.1% 33 $12K
Pacifica Partners Inc. 0.00% No change 31 $12K
Bay Harbor Wealth Management, LLC 0.00% Add +29.2% 31 $11K
Miller Capital Partners, Inc. 0.00% No change 29 $10K
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 29 $10K
Morton Brown Family Wealth, LLC 0.00% Add +7.4% 29 $10K
IMG Wealth Management, Inc. 0.01% Add +3.7% 28 $10K
SWAN Capital LLC 0.00% Add +55.6% 28 $10K
Ascentis Independent Advisors 0.03% Reduce -99.5% 28 $10K
Lodestone Wealth Management LLC 0.00% No change 27 $10K
BOK Financial Private Wealth, Inc. 0.00% New 26 $9K
Marshall Investment Management, LLC 0.00% New 26 $9K
Richardson Financial Services Inc. 0.01% No change 25 $9K
Tower View Wealth Management LLC 0.00% No change 25 $9K
Valley National Advisers Inc. 0.00% Reduce -7.4% 25 $9K
Cornerstone Financial Management LLC 0.01% Add +118.2% 24 $9K
Principia Wealth Advisory, LLC 0.00% Add +20.0% 24 $9K
Noble Wealth Management PBC 0.00% No change 24 $9K
Strive Financial Group ,LLC 0.00% Add +14.3% 24 $9K
Blue Bell Private Wealth Management, LLC 0.00% Reduce -91.0% 24 $9K
RMG Wealth Management LLC 0.00% Reduce -47.5% 21 $8K
Investors Portfolio Services LLC 0.01% No change 23 $8K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 21 $7K
Valued Wealth Advisors LLC 0.00% Reduce -28.6% 20 $7K
Byrne Asset Management LLC 0.00% Reduce -9.1% 20 $7K
1 North Wealth Services LLC 0.00% New 20 $7K
Rakuten Securities, Inc. 0.00% Reduce -77.5% 20 $7K
Rossby Financial, LCC 0.00% Reduce -91.2% 20 $7K
Vision Financial Markets LLC 0.01% No change 19 $7K
United Financial Planning Group LLC 0.00% No change 19 $7K
Security National Bank of So Dak 0.00% New 19 $7K
Burk Holdings LLC 0.00% No change 19 $7K
Groupe la Francaise 0.00% Reduce -47.4% 20 $7K
Elequin Capital, LP 0.00% New 18 $6K
Abound Wealth Management 0.00% Reduce -51.5% 16 $6K
Collier Financial 0.00% No change 16 $6K
Gilpin Wealth Management, LLC 0.00% No change 16 $6K
Virginia Estate & Retirement Planning Advisors Inc. 0.01% No change 15 $5K
Luminist Capital LLC 0.01% New 15 $5K
Marquette Asset Management, LLC 0.00% Reduce -65.9% 15 $5K
Washington Trust Advisors, Inc. 0.00% Reduce -97.3% 15 $5K
Roble, Belko & Company, Inc 0.00% No change 14 $5K
Monetary Solutions, Ltd 0.00% No change 14 $5K
Elevated Capital Advisors, LLC 0.00% No change 14 $5K
Longfellow Investment Management Co. LLC 0.00% No change 14 $5K
Fortis Group Advisors, LLC 0.00% Add +40.0% 14 $5K
Dynamic Wealth Strategies, LLC 0.00% Add +62.5% 13 $5K
Westend Capital Management, LLC 0.00% Reduce -62.9% 13 $5K
Strategic Investment Solutions, Inc. 0.00% Reduce -97.8% 13 $5K
Raffa Wealth Management, LLC 0.00% Reduce -56.7% 13 $5K
Front Row Advisors LLC 0.00% New 10 $4K
Financial Gravity Companies, Inc. 0.00% — 11 $4K
MRP Capital Investments, LLC 0.00% Reduce -50.0% 10 $4K
HFM Investment Advisors, LLC 0.00% Add +100.0% 10 $4K
Parvin Asset Management, LLC 0.00% No change 10 $4K
StrongBox Wealth, LLC 0.00% New 10 $4K
Granite FO LLC 0.00% No change 9 $3K
Strengthening Families & Communities, LLC 0.00% New 9 $3K
Operose Advisors LLC 0.00% Reduce -91.7% 9 $3K
Alerus Financial NA 0.00% No change 9 $3K
First Pacific Financial 0.00% Reduce -11.1% 8 $3K
Sawyer & Company, Inc 0.00% No change 8 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 8 $3K
Sunrise Financial Services, LLC 0.00% No change 7 $2K
Quaker Wealth Management, LLC 0.00% Add +16.7% 7 $2K
Quarry LP 0.00% New 7 $2K
Transce3nd, LLC 0.02% No change 6 $2K
Investment Counsel Co. of Nevada 0.00% Reduce -81.8% 6 $2K
Wolff Wiese Magana LLC 0.00% No change 6 $2K
WealthCollab, LLC 0.00% No change 6 $2K
Barnes Dennig Private Wealth Management LLC 0.00% No change 6 $2K
Horizon Financial Services, LLC 0.00% No change 6 $2K
Hollencrest Capital Management 0.00% No change 6 $2K
POM Investment Strategies, LLC 0.00% No change 5 $2K
1015 Capital Partners, LLC 0.00% No change 5 $2K
Point Nemo Capital, LLC 0.00% New 5 $2K
Oakmont Advisory Group, LLC 0.00% New 4 $1K
Kozak & Associates, Inc. 0.00% New 3 $1K
Redwood Park Advisors LLC 0.00% No change 3 $1K
Phillip James Consulting Co. 0.00% No change 3 $1K
Mosley Wealth Management 0.00% New 3 $1K
IAG Wealth Partners, LLC 0.00% No change 3 $1K
Navigoe, LLC 0.00% New 3 $1K
McGuire Capital Advisors Inc. 0.00% No change 2 $744
Breakwater Investment Management 0.00% No change 2 $709
Hoey Investments, Inc. 0.00% New 2 $709
Hurley Capital, LLC 0.00% New 2 $708
N.E.W. Advisory Services LLC 0.00% New 2 $708
Halbert Hargrove Global Advisors, LLC 0.00% New 1 $521
PEAK6 LLC 0.00% New 1 $514
3 Factor Indexing, LLC 0.00% No change 1 $355
Glass Jacobson Investment Advisors llc 0.00% No change 1 $355
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.8% 1 $354

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