GE VernovaGEV

13F holders, Q4 2025 (December 31)
2,826holders +276
266new positions
119sold out
14famous investors
$653.02avg. 13F price*

At the end of Q4 2025, 2,826 institutions reported holding GE Vernova Inc. (GEV) in their 13F filings, up 276 from Q3 2025. 266 opened new positions and 119 sold out. The largest holders were Vanguard Group Inc. ($16.4B), FMR LLC ($14.0B) and BlackRock, Inc. ($13.6B). 14 famous investors held it, including Philippe Laffont (5.5% of Coatue Management's portfolio), Chase Coleman (2.1% of Tiger Global Management's portfolio) and Ray Dalio (1.6% of Bridgewater Associates's portfolio).

Company
GE Vernova Inc.
Sector
Technology
CUSIP
36828A101
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,000 Q1 2024: 73Q1 2024Q2 2024: 1,458Q2 2024Q3 2024: 1,623Q3 2024Q4 2024: 1,904Q4 2024Q1 2025: 1,953Q1 2025Q2 2025: 2,393Q2 2025Q3 2025: 2,550Q3 2025Q4 2025: 2,826Q4 2025Q1 2026: 3,144Q1 2026Q2 2026: 3,460Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions266$1.3B
Exits119$717.2M

All 13F filers, Q3 2025 → Q4 2025: 15,027,791 shares bought and 16,695,156 shares sold, net −1,667,365 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,826 holders

Vanguard Group Inc. 0.24% Add +0.8% 25,023,625 $16.4B
FMR LLC 0.72% Reduce -5.2% 21,491,916 $14.0B
BlackRock, Inc. 0.23% Add +4.0% 20,884,484 $13.6B
State Street Corp. 0.25% Add +2.1% 11,469,670 $7.5B
JPMorgan Chase & Co. 0.28% Add +10.4% 6,344,431 $4.1B
Geode Capital Management, LLC 0.25% Add +1.1% 6,249,193 $4.1B
Morgan Stanley 0.24% Add +12.8% 6,054,474 $4.0B
Norges Bank 0.24% — 3,493,297 $2.3B
Coatue Management 5.51% Reduce -7.3% 3,370,174 $2.2B
Northern Trust Corp. 0.23% Reduce -2.0% 2,819,449 $1.8B
Goldman Sachs Group Inc. 0.23% Reduce -5.3% 2,455,246 $1.6B
T. Rowe Price Associates Inc. 0.17% Reduce -8.9% 2,351,736 $1.5B
Invesco Ltd. 0.14% Reduce -2.5% 2,316,953 $1.5B
Bank of New York Mellon Corp 0.26% Reduce -0.1% 2,266,148 $1.5B
Capital World Investors 0.19% Add +1.2% 2,181,816 $1.4B
Bank of America Corp. 0.10% Reduce -12.4% 2,162,773 $1.4B
Capital International Investors 0.21% Reduce -59.9% 2,036,234 $1.3B
Nuveen, LLC 0.35% Add +22.4% 2,021,010 $1.3B
Charles Schwab Investment Management Inc. 0.20% Add +2.7% 1,926,696 $1.3B
Legal & General Group Plc 0.25% Add +5.4% 1,741,353 $1.1B
Newport Trust Company, LLC 2.62% Reduce -1.1% 1,672,237 $1.1B
Massachusetts Financial Services Co. 0.34% Reduce -15.8% 1,616,649 $1.1B
Baird Financial Group, Inc. 1.62% Reduce -3.7% 1,589,931 $1.0B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.21% Reduce -14.1% 1,545,641 $1.0B
UBS Group AG 0.19% Add +6.4% 1,496,692 $978.2M
Arrowstreet Capital, Limited Partnership 0.50% Reduce -11.3% 1,316,515 $860.4M
Franklin Resources Inc. 0.21% Add +8.9% 1,280,940 $837.2M
BNP Paribas Financial Markets 0.50% Add +98.8% 1,191,120 $778.5M
Royal Bank of Canada 0.14% Add +11.4% 1,176,456 $768.9M
AQR Capital Management 0.38% Reduce -4.7% 1,104,393 $721.8M
Tiger Global Management 2.14% Reduce -15.7% 972,994 $635.9M
Victory Capital Management Inc. 0.35% Reduce -18.3% 930,735 $608.3M
Citigroup Inc. 0.41% Reduce -6.0% 926,887 $605.8M
Wells Fargo & Company 0.11% Add +11.0% 893,769 $584.1M
Alliancebernstein L.P. 0.18% Reduce -3.5% 881,923 $576.4M
Schroder Investment Management Group 0.43% Add +3.5% 864,790 $565.2M
Raymond James Financial Inc. 0.18% Reduce -7.8% 861,574 $563.2M
First Trust Advisors LP 0.40% Add +28.4% 835,278 $545.9M
Wellington Management Group LLP 0.09% Reduce -56.3% 779,466 $509.4M
Artisan Partners Limited Partnership 0.77% Reduce -27.9% 768,012 $501.9M
TD Asset Management Inc 0.40% Reduce -5.8% 755,019 $493.5M
Swiss National Bank 0.29% Reduce -5.2% 745,965 $487.5M
Winslow Capital Management, LLC 1.61% New 732,813 $479.6M
HSBC Holdings PLC 0.25% Add +20.4% 677,820 $443.5M
Bridgewater Associates 1.59% Add +2.3% 665,997 $435.3M
Sumitomo Mitsui Trust Group, Inc. 0.25% Reduce -3.6% 657,457 $429.7M
Blair William & Co. 1.14% Add +3.9% 652,306 $426.3M
Jennison Associates LLC 0.25% Add +1300.4% 647,791 $423.4M
D. E. Shaw & Co. 0.34% Add +147.6% 645,897 $422.1M
Federated Hermes, Inc. 0.70% Reduce -16.6% 645,002 $421.6M
Dimensional Fund Advisors LP 0.09% Reduce -1.2% 621,334 $406.1M
WCM Investment Management, LLC 0.81% Reduce -12.3% 597,527 $394.2M
Nordea Investment Management AB 0.34% Add +6.0% 594,749 $391.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.26% Add +4.8% 572,341 $388.9M
Voya Investment Management LLC 0.44% Add +367.6% 593,165 $387.7M
Holocene Advisors, LP 0.81% Add +1861.8% 588,976 $384.9M
Deutsche Bank AG 0.12% Reduce -32.4% 562,692 $367.8M
Envestnet Asset Management Inc. 0.11% Add +21.0% 552,909 $361.4M
American Century Companies Inc. 0.18% Reduce -6.4% 547,252 $357.7M
Ameriprise Financial Inc. 0.08% Reduce -17.9% 531,373 $347.3M
Temasek Holdings (Private) Ltd 1.10% Add +13.3% 519,772 $339.7M
Sei Investments Co. 0.34% Add +92.1% 519,605 $339.6M
Amundi 0.10% Reduce -63.1% 506,287 $330.9M
Mariner, LLC 0.39% Add +7.8% 499,287 $326.3M
Barclays PLC 0.13% Reduce -20.1% 483,729 $316.2M
Rhumbline Advisers 0.25% Reduce -3.2% 480,712 $314.2M
W1M Asset Management Ltd 3.26% Add +566.4% 479,659 $313.6M
National Pension Service 0.23% Reduce -3.5% 473,270 $309.3M
California Public Employees Retirement System 0.18% Add +0.2% 472,818 $309.0M
Robeco Institutional Asset Management B.V. 0.43% Reduce -1.1% 464,709 $303.7M
Marshall Wace, LLP 0.28% Add +2367.4% 446,322 $291.7M
LPL Financial LLC 0.08% Add +29.5% 441,968 $288.9M
Fred Alger Management, LLC 1.10% Add +1554.4% 429,858 $280.9M
California State Teachers Retirement System 0.28% Reduce -2.0% 427,835 $279.6M
Bank of Montreal 0.11% Add +13.0% 426,508 $278.8M
SG Americas Securities, LLC 0.36% Add +10288.6% 418,661 $273.6M
Allen Investment Management, LLC 2.89% Add +1.0% 399,521 $261.1M
Canada Pension Plan Investment Board 0.17% Reduce -19.7% 382,982 $250.3M
Principal Financial Group Inc. 0.13% Reduce -7.8% 375,061 $245.1M
Rockefeller Capital Management L.P. 0.42% Add +16.4% 357,577 $233.7M
Two Sigma Advisers, LP 0.45% Reduce -58.9% 353,780 $231.2M
CIBC Private Wealth Group LLC 0.38% Reduce -2.5% 348,386 $227.7M
Renaissance Technologies 0.35% Reduce -51.8% 345,390 $225.7M
PNC Financial Services Group, Inc. 0.12% Add +3.0% 336,841 $220.1M
Prudential Financial Inc. 0.26% Reduce -9.6% 333,419 $217.9M
Munro Partners 6.02% Add +112.4% 330,338 $215.9M
Natixis Advisors, LLC 0.30% Add +22.6% 319,222 $208.6M
Stifel Financial Corp. 0.18% Add +4.7% 305,271 $199.5M
National Bank of Canada 0.20% Add +35.5% 304,376 $198.9M
New York State Common Retirement Fund 0.26% Reduce -7.4% 301,936 $197.3M
Marsico Capital Management LLC 5.29% Reduce -3.9% 290,724 $190.0M
DSM Capital Partners LLC 2.74% Add +42.9% 283,208 $185.1M
First Manhattan Co. Llc. 0.47% Add +0.2% 276,244 $180.5M
Ensign Peak Advisors, Inc 0.31% Reduce -27.1% 271,938 $177.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.20% Add +19.4% 271,161 $177.3M
Value Aligned Research Advisors, LLC 3.63% Add +395.7% 271,213 $177.3M
Quadrature Capital Ltd 1.80% Add +627.9% 269,679 $176.3M
Manufacturers Life Insurance Company, The 0.15% Reduce -18.8% 268,851 $175.9M
Susquehanna International Group, LLP 0.24% Reduce -19.0% 264,456 $172.8M
Toronto Dominion Bank 0.31% Add +125.0% 263,045 $171.9M
Worldquant Millennium Advisors LLC 0.64% Reduce -23.9% 251,926 $164.7M
Neuberger Berman Group LLC 0.12% Add +3.5% 249,221 $162.9M
Polar Capital Holdings Plc 0.74% Add +16.7% 248,022 $162.1M
Summit Partners Public Asset Management, LLC 4.47% Reduce -9.3% 243,322 $159.0M
State Board of Administration of Florida Retirement System 0.28% Reduce -3.4% 242,893 $158.7M
Tidal Investments LLC 0.66% Add +42.5% 240,756 $157.4M
Wealth Enhancement Advisory Services, LLC 0.21% Add +4.2% 228,502 $156.9M
Squarepoint Ops LLC 0.32% Add +4.9% 238,587 $155.9M
Axiom Investors LLC 1.36% Reduce -59.0% 237,197 $155.0M
Aviva PLC 0.26% Add +7.6% 234,682 $153.4M
KBC Group NV 0.35% Add +202.7% 232,669 $152.1M
Adage Capital Partners Gp, L.L.C. 0.23% Reduce -4.4% 229,899 $150.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.13% Reduce -51.4% 226,782 $148.2M
New York State Teachers Retirement System 0.28% Reduce -5.4% 217,785 $142.3M
CI Investments Inc. 0.60% Add +108.8% 210,218 $137.4M
Korea Investment CORP 0.27% Add +60.8% 207,522 $135.6M
Russell Investments Group, Ltd. 0.15% Add +2.3% 207,015 $135.5M
Pictet Asset Management Holding SA 0.13% Add +9.7% 200,494 $131.0M
Two Sigma Investments, LP 0.20% Reduce -51.9% 197,370 $129.0M
Eurizon Capital SGR S.p.A. 0.39% — 191,253 $125.3M
Congress Asset Management Co. 0.88% New 191,662 $125.3M
Voloridge Investment Management, LLC 0.44% Reduce -41.1% 190,038 $124.2M
Eventide Asset Management, LLC 1.91% Reduce -2.9% 187,122 $122.4M
Westfield Capital Management Co. LP 0.48% Reduce -33.0% 177,934 $116.3M
HighTower Advisors, LLC 0.13% Add +3.3% 176,401 $115.3M
Bowen Hanes & Co. Inc. 2.89% Reduce -2.8% 176,329 $115.2M
Royal London Asset Management Ltd. 0.24% Reduce -1.1% 175,369 $114.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.19% Add +2.3% 173,316 $113.5M
Nomura Asset Management Co. Ltd. 0.28% Reduce -0.2% 172,135 $112.5M
STRS Ohio 0.41% Reduce -9.4% 169,654 $110.9M
Sirios Capital Management L P 13.07% Reduce -9.0% 160,699 $105.0M
Citadel Advisors 0.07% Add +11.9% 157,595 $103.0M
Swedbank AB 0.10% Add +1.2% 156,772 $102.5M
Danske Bank A/S 0.24% Add +5.5% 156,236 $102.1M
Capital Fund Management S.A. 0.94% Add +217.8% 151,843 $99.2M
ABN AMRO Bank N.V. 0.93% Add +63.6% 151,462 $99.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.21% Reduce -8.8% 150,980 $98.7M
PFA Pension, Forsikringsaktieselskab 0.28% — 147,028 $97.0M
State of Wisconsin Investment Board 0.22% Reduce -6.5% 147,142 $96.2M
Cetera Investment Advisers 0.10% Add +21.8% 140,969 $92.1M
Teacher Retirement System of Texas 0.32% Add +14.0% 140,291 $91.7M
Lord, Abbett & Co. LLC 0.29% New 139,818 $91.4M
Chevy Chase Trust Holdings, LLC 0.25% Reduce -1.2% 139,265 $91.0M
Los Angeles Capital Management LLC 0.31% Add +35.6% 157,425 $90.4M
Dodge & Cox 0.05% Reduce -10.1% 138,214 $90.3M
Allianz Asset Management GmbH 0.10% Reduce -56.2% 137,724 $90.0M
Osaic Holdings, Inc. 0.13% Add +41.5% 135,685 $88.7M
Asset Management One Co., Ltd. 0.25% Add +6.3% 133,860 $88.6M
Public Employees Retirement System of Ohio 0.28% Reduce -3.8% 134,898 $88.2M
Nisa Investment Advisors, LLC 0.29% Add +76.5% 133,016 $86.9M
Calamos Advisors LLC 0.51% Reduce -9.3% 131,910 $86.2M
Millennium Management 0.06% Reduce -21.3% 131,358 $85.9M
Commonwealth Equity Services, LLC 0.11% Reduce -1.5% 129,848 $84.9M
Mirae Asset Global Investments Co., Ltd. 0.23% Add +31.9% 128,184 $83.8M
Connor, Clark & Lunn Investment Management Ltd. 0.22% Add +989.4% 126,963 $83.0M
Credit Agricole S A 0.23% Add +18.9% 126,502 $82.7M
Man Group plc 0.15% Add +10.0% 121,289 $79.3M
Skandinaviska Enskilda Banken AB (publ) 0.32% Reduce -14.1% 121,058 $79.1M
Great Lakes Advisors, LLC 0.64% Reduce -0.1% 119,889 $78.4M
Slate Path Capital LP 1.05% Reduce -13.3% 119,158 $77.9M
Groupama Asset Managment 1.13% Reduce -1.4% 117,308 $76.6M
Mitsubishi UFJ Trust & Banking Corp 0.18% Reduce -1.5% 116,537 $76.2M
Aberdeen Group plc 0.12% Reduce -4.2% 114,727 $75.0M
Treasurer of the State of North Carolina 0.24% Reduce -6.8% 114,558 $74.9M
Nissay Asset Management Corp. /Japan 0.38% Add +193.0% 112,599 $73.6M
Balyasny Asset Management L.P. 0.14% Add +72.9% 110,140 $72.0M
Zurich Insurance Group Ltd 0.49% Reduce -45.5% 107,041 $70.0M
KLP Kapitalforvaltning As 0.27% Reduce -1.0% 106,210 $69.4M
Mn Services Vermogensbeheer B.V. 0.43% Add +2.0% 105,892 $69.2M
Sapient Capital LLC 0.96% Reduce -1.1% 103,368 $68.1M
State of Tennessee, Department of Treasury 0.22% Reduce -4.2% 93,576 $68.0M
DNB Asset Management AS 0.24% Add +13.7% 103,956 $67.9M
Fifth Third Bancorp 0.21% Add +4.3% 102,592 $67.1M
Valiant Capital Management, L.P. 5.58% Reduce -6.9% 101,637 $66.4M
US Bancorp \de 0.08% Add +1.0% 101,558 $66.4M
General American Investors Co. Inc. 4.07% No change 100,000 $65.4M
Regions Financial Corp. 0.41% Add +1.4% 98,727 $64.5M
Bessemer Group Inc. 0.10% Reduce -51.0% 98,363 $64.3M
Focus Partners Wealth 0.07% Reduce -1.5% 98,283 $64.2M
AMF Tjanstepension AB 0.39% Add +9.0% 97,313 $63.6M
Quantinno Capital Management LP 0.13% Add +32.9% 96,038 $62.8M
Cerity Partners LLC 0.09% Add +9.7% 95,149 $62.2M
Performance Wealth Partners, LLC 1.67% Add +1.5% 94,271 $61.6M
Artemis Investment Management LLP 0.74% Add +58.9% 93,719 $61.3M
Swiss Life Asset Management Ltd 0.31% Add +6.2% 93,657 $61.2M
State of New Jersey Common Pension Fund D 0.22% Reduce -2.8% 93,459 $61.1M
Daiwa Securities Group Inc. 0.20% Add +34.1% 93,218 $60.9M
Ieq Capital, LLC 0.18% Add +12.9% 91,537 $59.8M
Rokos Capital Management LLP 0.89% New 91,171 $59.6M
Night Owl Capital Management, LLC 6.48% Add +1.6% 90,403 $59.1M
UniSuper Management Pty Ltd 0.35% Reduce -2.7% 90,398 $59.1M
Creative Planning 0.04% Add +15.5% 90,278 $59.0M
Janney Montgomery Scott LLC 0.13% Add +1.6% 87,673 $57.3M
Capital Advisors Inc. 0.91% Add +0.4% 86,510 $56.5M
Candriam S.C.A. 0.27% Reduce -25.0% 83,644 $54.7M
Chilton Capital Management LLC 1.88% Add +3470.2% 83,542 $54.6M
Forsta Ap-Fonden 0.32% Reduce -12.7% 83,251 $54.4M
Silvant Capital Management LLC 1.84% Add +0.3% 83,151 $54.3M
Gabelli Funds LLC 0.37% Add +0.2% 81,796 $53.5M
Resona Asset Management Co.,Ltd. 0.26% Reduce -3.9% 81,440 $53.4M
HRT Financial LP 0.17% Add +917.4% 80,894 $52.9M
Intech Investment Management LLC 0.47% Add +202.9% 79,757 $52.1M
Truist Financial Corp. 0.07% Add +2.4% 79,299 $51.8M
MetLife Investment Management, LLC 0.25% Reduce -2.8% 78,262 $51.1M
Arizona State Retirement System 0.27% Reduce -3.6% 76,880 $50.2M
Panagora Asset Management Inc. 0.18% Add +106.7% 76,842 $50.2M
Acadian Asset Management LLC 0.08% Reduce -38.6% 75,479 $49.3M
LBP Am SA 0.57% Add +17.9% 75,214 $49.2M
CIBC Asset Management Inc 0.12% Add +95.4% 74,412 $48.6M
Sanctuary Advisors, LLC 0.27% Add +11.6% 74,313 $48.6M
Reaves W H & Co. Inc. 0.84% Add +389.4% 73,403 $48.0M
Cibc World Market Inc. 0.09% Reduce -24.8% 72,888 $47.6M
Czech National Bank 0.30% Add +3.5% 71,543 $46.8M
State of Michigan Retirement System 0.23% Reduce -3.5% 71,040 $46.4M
Natixis 0.18% Reduce -43.6% 70,852 $46.3M
Corient Private Wealth LP 0.06% Add +27.9% 70,869 $46.2M
Parallax Volatility Advisers, L.P. 1.61% Reduce -8.7% 70,328 $46.0M
Clear Street Group Inc. 0.24% Add +50.1% 69,246 $45.3M
Xponance LLC 0.34% Add +5.2% 69,051 $45.1M
NewEdge Advisors, LLC 0.16% Add +34.0% 68,843 $45.0M
Allspring Global Investments Holdings, LLC 0.07% Reduce -6.2% 65,865 $44.8M
Rathbones Group PLC 0.17% Add +13.4% 67,309 $44.0M
Steward Partners Investment Advisory, LLC 0.24% Add +5.8% 66,687 $43.6M
Jane Street Group, LLC 0.05% Reduce -89.5% 66,352 $43.4M
Vest Financial, LLC 0.55% Add +56.7% 66,191 $43.3M
One Madison Group LLC 4.98% Reduce -5.7% 66,000 $43.1M
Segment Wealth Management, LLC 2.48% Reduce -2.1% 65,390 $42.7M
Mackenzie Financial Corp. 0.05% Reduce -10.6% 62,999 $41.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.21% Reduce -3.5% 63,111 $41.2M
Trexquant Investment LP 0.37% New 62,785 $41.0M
Anomaly Capital Management, LP 1.47% Reduce -58.0% 62,737 $41.0M
Henshaw Capital LLC 1.46% No change 62,000 $40.5M
Covea Finance 1.33% New 61,570 $40.2M
Cambridge Investment Research Advisors, Inc. 0.11% Add +8.3% 60,808 $39.7M
Amalgamated Bank 0.29% Reduce -4.2% 60,591 $39.6M
WT Asset Management Ltd 1.56% New 59,711 $39.0M
Jupiter Asset Management Ltd. 0.31% Reduce -27.6% 59,413 $38.8M
Mark Asset Management LP 4.33% Reduce -17.9% 59,109 $38.6M
Capital Group Private Client Services, Inc. 0.61% Reduce -22.2% 58,831 $38.5M
Granite Investment Partners, LLC 2.25% Reduce -1.9% 58,176 $38.0M
Retirement Systems of Alabama 0.12% Reduce -0.6% 57,720 $37.7M
Woodline Partners LP 0.14% Add +56.9% 56,439 $36.9M
Groupe la Francaise 0.54% Add +65.9% 56,142 $36.7M
Park National Corp. 1.13% Reduce -19.8% 55,617 $36.3M
Thames Capital Management LLC 5.17% No change 54,439 $35.6M
ARS Investment Partners, LLC 2.07% Reduce -1.2% 54,265 $35.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.32% — 53,556 $35.0M
Auto-Owners Insurance Co 0.73% Add +70.0% 53,335 $34.9M
IFM Investors Pty Ltd 0.29% Add +3.2% 53,145 $34.7M
1832 Asset Management L.P. 0.04% Reduce -80.0% 52,603 $34.4M
Front Street Capital Management, Inc. 4.88% Reduce -4.8% 52,576 $34.4M
O'shaughnessy Asset Management, LLC 0.19% Add +7.0% 52,243 $34.1M
Amanah Holdings Trust 4.99% New 52,150 $34.1M
NEOS Investment Management LLC 0.19% Add +35.0% 51,262 $33.5M
ProShare Advisors LLC 0.06% Add +2.7% 50,474 $33.0M
Vontobel Holding Ltd. 0.11% Add +52.9% 50,032 $32.7M
Sculptor Capital LP 0.67% Reduce -42.2% 50,000 $32.7M
Liontrust Investment Partners LLP 0.48% Add +39.0% 49,489 $32.3M
Main Street Research LLC 1.84% Add +1.1% 49,161 $32.1M
Mercer Global Advisors Inc. 0.05% Add +30.1% 54,170 $32.0M
Wedbush Fund Advisers, LLC 3.27% — 48,430 $31.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.17% Add +23.0% 48,305 $31.6M
Comerica Bank 0.13% Reduce -1.8% 48,248 $31.5M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1.79% Add +2.4% 47,850 $31.3M
Castleark Management LLC 0.92% Add +2.5% 47,741 $31.2M
Pathstone Holdings, LLC 0.12% Add +50.6% 47,395 $31.0M
Macquarie Group Ltd. 0.13% Reduce -37.9% 46,981 $30.7M
Bank of Nova Scotia 0.05% Reduce -71.7% 46,640 $30.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Reduce -1.1% 46,325 $30.4M
Adams Diversified Equity Fund, Inc. 1.00% Add +12.8% 45,900 $30.0M
CapWealth Advisors, LLC 2.62% Reduce -0.0% 45,556 $29.8M
Gateway Investment Advisers LLC 0.28% Add +22.0% 45,443 $29.7M
Mediolanum International Funds Ltd 0.30% Add +56.5% 44,851 $29.6M
Factory Mutual Insurance Co. 0.30% No change 45,265 $29.6M
Voleon Capital Management LP 0.64% Add +30.3% 45,262 $29.6M
Utah Retirement Systems 0.28% Reduce -0.0% 45,171 $29.5M
FineMark National Bank & Trust 0.92% Reduce -0.1% 45,134 $29.5M
Goodlander Investment Management, LLC 11.23% New 45,000 $29.4M
PEAK6 LLC 0.80% Add +399.0% 44,653 $29.2M
Erste Asset Management GmbH 0.24% Add +116.6% 43,321 $28.7M
Varma Mutual Pension Insurance Co 0.17% Reduce -3.9% 43,943 $28.7M
Prime Capital Investment Advisors, LLC 0.34% Add +4.7% 43,311 $28.3M
Appleton Partners Inc. 1.86% Reduce -1.7% 43,260 $28.3M
M&T Bank Corp 0.09% Add +8.5% 42,607 $27.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.23% Add +98.0% 42,107 $27.5M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -9.8% 41,987 $27.4M
TCW Group Inc. 0.20% New 41,880 $27.4M
TD Waterhouse Canada Inc. 0.17% Add +3.7% 41,850 $27.3M
Police & Firemen's Retirement System of New Jersey 0.23% Reduce -5.2% 41,803 $27.3M
Lido Advisors, LLC 0.11% Reduce -1.2% 43,629 $27.1M
Jefferies Financial Group Inc. 0.22% Add +68.7% 40,538 $26.5M
UMB Bank, n.a. 0.35% Add +113.1% 40,374 $26.4M
DekaBank Deutsche Girozentrale 0.05% No change 151,508 $26.4M
Vanguard Personalized Indexing Management, LLC 0.26% Add +4.8% 40,197 $26.3M
Tiaa Trust, National Association 0.06% Add +15.3% 39,471 $25.8M
New York Life Investment Management LLC 0.22% Reduce -0.8% 39,382 $25.7M
Qube Research & Technologies Ltd 0.04% Reduce -80.7% 39,240 $25.6M
Braun Stacey Associates Inc. 0.82% Reduce -3.0% 38,799 $25.4M
MML Investors Services, LLC 0.06% Add +3.7% 38,639 $25.3M
United Capital Financial Advisors, LLC 0.15% Add +15.9% 38,426 $25.1M
Exchange Traded Concepts, LLC 0.21% Add +10.8% 38,400 $25.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.20% Add +1.2% 38,071 $24.9M
Eagle Global Advisors LLC 0.92% Add +0.9% 37,966 $24.8M
Cibc World Markets Corp. 0.12% — 37,774 $24.7M
Lazard Asset Management LLC 0.04% Reduce -28.5% 37,648 $24.6M
Moody LYNN Lieberson & Walker, LLC 1.29% Add +1.1% 37,368 $24.4M
Meyer Handelman Co. 0.75% Reduce -5.2% 36,726 $24.0M
Cwm, LLC 0.06% Add +10.9% 36,477 $23.8M
Bokf, NA 0.36% Add +24.6% 36,459 $23.8M
Wealthfront Advisers LLC 0.05% Add +5.7% 36,428 $23.8M
Vinva Investment Management Ltd 0.30% Add +46.6% 36,075 $23.8M
Rakuten Investment Management, Inc. 0.08% Add +18.6% 35,860 $23.8M
Private Advisor Group, LLC 0.11% Add +4.0% 36,132 $23.6M
Brown Advisory Inc. 0.03% Reduce -2.5% 36,110 $23.6M
Van Lanschot Kempen Investment Management N.V. 0.20% New 36,052 $23.6M
Capital International Sarl 0.38% Reduce -31.5% 35,886 $23.5M
Scopus Asset Management, L.P. 0.65% Add +10.1% 35,821 $23.4M
KADENSA CAPITAL Ltd 2.42% Add +68.4% 35,654 $23.3M
Public Employees Retirement Association of Colorado 0.08% Reduce -0.3% 35,264 $23.0M
Tran Capital Management, L.P. 2.76% Add +0.5% 35,198 $23.0M
Public Sector Pension Investment Board 0.08% Add +49.4% 35,140 $23.0M
Clarity Financial LLC 2.10% Add +5.9% 34,792 $22.7M
Janus Henderson Group PLC 0.01% Add +0.4% 34,087 $22.3M
Investment Management Corp of Ontario 0.30% Reduce -26.0% 33,942 $22.2M
Jones Financial Companies LLLP 0.01% Add +32.4% 33,798 $22.1M
Advisors Asset Management, Inc. 0.37% Reduce -11.7% 33,480 $21.9M
Cercano Management LLC 0.82% No change 33,199 $21.7M
Federation des caisses Desjardins du Quebec 0.08% Add +20.8% 33,129 $21.6M
Ethic Inc. 0.33% Add +1.1% 33,037 $21.6M
Cookson Peirce & Co. Inc. 0.88% Reduce -1.9% 32,588 $21.3M
Advisory Services Network, LLC 0.30% Add +9.3% 32,573 $21.3M
Apollon Wealth Management, LLC 0.37% Add +0.6% 32,537 $21.3M
Sierra Summit Advisors LLC 3.24% Add +1.1% 32,317 $21.1M
Empowered Funds, LLC 0.36% Add +10.7% 32,264 $21.1M
Nomura Asset Management International Inc. 0.03% — 31,334 $20.5M
Mutual of America Capital Management LLC 0.21% Reduce -1.4% 31,182 $20.4M
Oregon Public Employees Retirement Fund 0.26% Reduce -0.1% 31,056 $20.3M
Yousif Capital Management, LLC 0.22% Reduce -7.2% 29,472 $20.2M
OP Asset Management Ltd 0.24% Add +2.9% 30,847 $20.2M
Teachers Retirement System of the State of Kentucky 0.15% Reduce -14.0% 30,817 $20.1M
Keybank National Association 0.07% Add +168.9% 30,551 $20.0M
ASR Vermogensbeheer N.V. 0.23% Reduce -0.8% 30,468 $19.9M
Nicholas Investment Partners, LP 1.64% No change 30,410 $19.9M
Carnegie Investment Counsel 0.37% Reduce -2.9% 30,408 $19.9M
Equitable Holdings, Inc. 0.13% Add +11.3% 29,654 $19.4M
Kestra Advisory Services, LLC 0.08% Add +14.6% 29,619 $19.4M
Cullen/Frost Bankers, Inc. 0.21% Add +44.3% 29,560 $19.3M
Sequoia Financial Advisors, LLC 0.11% Add +3.4% 29,270 $19.1M
Pacer Advisors, Inc. 0.05% Add +22.6% 29,096 $19.0M
APG Asset Management N.V. 0.05% Add +104.3% 33,792 $18.8M
Captrust Financial Advisors 0.04% Reduce -7.2% 28,715 $18.8M
Caisse de depot et placement du Quebec 0.03% Reduce -13.3% 28,570 $18.7M
Capital International, Inc. 0.15% Reduce -34.7% 28,381 $18.5M
BLB&B Advisors, LLC 0.78% Reduce -6.3% 28,377 $18.5M
ING Groep NV 0.11% Reduce -78.9% 28,365 $18.5M
Owl Creek Asset Management, L.P. 2.22% Reduce -50.6% 28,174 $18.4M
Eagle Capital Management LLC 0.06% Reduce -2.0% 27,917 $18.2M
Tredje AP-fonden 0.14% New 27,911 $18.2M
Daiichi Life Insurance Co., Ltd. 0.46% Reduce -8.4% 27,547 $18.0M
Headland Capital, LLC 4.98% Reduce -3.2% 27,353 $17.9M
State of Alaska, Department of Revenue 0.19% Reduce -9.0% 27,080 $17.7M
Fiduciary Trust Co 0.20% Reduce -1.3% 27,079 $17.7M
Teamwork Financial Advisors, LLC 1.89% Add +5.0% 27,069 $17.7M
QRG Capital Management, Inc. 0.20% Reduce -16.6% 26,874 $17.6M
Gilder Gagnon Howe & Co. LLC 0.18% Add +7.3% 26,352 $17.2M
&partners 0.09% Add +76.7% 24,167 $17.1M
Huntington National Bank 0.14% Reduce -0.2% 25,885 $16.9M
Elo Mutual Pension Insurance Co 0.26% Reduce -4.1% 25,742 $16.8M
Talbot Financial, LLC 1.38% Add +6.5% 25,604 $16.7M
WINTON GROUP Ltd 0.58% Reduce -42.5% 25,564 $16.7M
Vaughan Nelson Investment Management, L.P. 0.16% Reduce -23.6% 25,444 $16.6M
LGT Group Foundation 0.18% Reduce -6.5% 25,188 $16.6M
Pinebridge Investments LLC 0.12% — 25,233 $16.5M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.24% — 25,097 $16.4M
Rafferty Asset Management, LLC 0.06% Reduce -0.4% 24,995 $16.3M
Fort Washington Investment Advisors Inc. 0.09% Reduce -0.0% 24,473 $16.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.09% Add +3.3% 24,060 $15.7M
Horizon Investments, LLC 0.20% Add +106.1% 24,034 $15.7M
Thrivent Financial for Lutherans 0.03% Add +15.8% 23,485 $15.4M
Walleye Trading LLC 0.25% Add +38.8% 23,580 $15.4M
Caprock Group, LLC 0.32% Add +4.7% 23,518 $15.4M
GDS Wealth Management 0.96% Add +4.9% 23,513 $15.4M
FIL Ltd 0.01% Add +11.7% 23,443 $15.3M
Berkshire Capital Holdings Inc. 4.97% Add +229500.0% 22,960 $15.0M
Pennant Investors, LP 3.60% No change 22,600 $14.8M
Transamerica Financial Advisors, LLC 1.23% Add +2856.0% 22,525 $14.7M
Chatham Capital Group, Inc. 2.08% Reduce -6.4% 22,346 $14.6M
11 Capital Partners LP 4.34% Reduce -14.2% 22,326 $14.6M
Generate Investment Management Ltd 0.66% New 22,007 $14.4M
Fishman Jay A Ltd. 1.17% Add +1.3% 21,772 $14.2M
Bradley Foster & Sargent Inc. 0.21% Add +312.1% 21,530 $14.1M
Stratos Wealth Partners, LTD. 0.16% Add +59.7% 21,525 $14.1M
Tempus Wealth Planning, LLC 3.21% Add +0.4% 21,455 $14.0M
Codex Capital Asset Management L.L.C. 5.04% Reduce -9.3% 21,202 $13.9M
iA Global Asset Management Inc. 0.17% New 20,980 $13.7M
Allstate Corp. 0.18% Add +104.7% 20,534 $13.4M
Renaissance Investment Group LLC 2.66% Add +6.1% 20,237 $13.2M
Osmosis Investment Management UK Ltd 0.33% — 20,185 $13.2M
Deeter Investments LLP 2.82% — 20,000 $13.1M
Concurrent Investment Advisors, LLC 0.15% Add +136.6% 19,791 $12.9M
Entropy Technologies, LP 0.70% Add +239.9% 19,679 $12.9M
Tema ETFs LLC 1.00% Add +73.4% 19,661 $12.8M
Verition Fund Management LLC 0.07% Add +60.5% 19,617 $12.8M
Orion Porfolio Solutions, LLC 0.09% Add +11.1% 19,462 $12.7M
Tudor Investment Corporation 0.07% New 19,192 $12.5M
Gerber Kawasaki Wealth & Investment Management 0.44% Add +23.8% 19,159 $12.5M
Beck Capital Management, LLC 2.97% Add +3.8% 19,098 $12.5M
AE Wealth Management LLC 0.07% Add +3.4% 19,049 $12.5M
Oak Ridge Investments LLC 0.75% New 18,975 $12.4M
Raiffeisen Bank International AG 0.16% Add +59.9% 18,738 $12.4M
Fifth Third Wealth Advisors LLC 0.43% Add +6.6% 18,732 $12.2M
Mizuho Securities USA LLC 0.20% Reduce -0.4% 19,756 $11.8M
FORA Capital, LLC 1.40% Add +74.5% 17,806 $11.6M
Vident Advisory, LLC 0.11% Add +30.4% 17,708 $11.6M
Neville Rodie & Shaw Inc. 0.81% Add +2.2% 17,473 $11.4M
Mathes Company, Inc. 4.08% Add +0.6% 17,397 $11.4M
LaFleur & Godfrey LLC 1.38% Reduce -3.9% 17,393 $11.4M
Kentucky Retirement Systems 0.30% No change 17,165 $11.2M
HUB Investment Partners, LLC 0.30% Add +30.3% 17,077 $11.2M
Zweig-DiMenna Associates LLC 0.79% No change 17,055 $11.1M
Dorsey Wright & Associates 2.42% Add +2.7% 16,706 $11.1M
Assetmark, Inc. 0.02% Reduce -12.4% 16,967 $11.1M
Jain Global LLC 0.11% New 16,769 $11.0M
Covenant Asset Management, LLC 2.10% Add +1.4% 16,694 $10.9M
Kestra Private Wealth Services, LLC 0.14% Add +61.8% 16,681 $10.9M
Incline Global Management LLC 3.70% New 16,582 $10.8M
Waverly Advisors, LLC 0.09% Add +121.8% 16,466 $10.8M
Hartline Investment Corp./ 1.15% Add +11.2% 16,330 $10.7M
Hoertkorn Richard Charles 4.13% Reduce -8.0% 15,255 $10.6M
Norinchukin Bank, The 0.12% Add +6.1% 16,241 $10.6M
Electron Capital Partners, LLC 0.48% Reduce -91.8% 15,859 $10.4M
Howland Capital Management LLC 0.39% Reduce -0.7% 15,835 $10.3M
Cornerstone Advisors, LLC 0.34% Add +161.7% 15,765 $10.3M
Oliver Luxxe Assets LLC 1.56% Add +0.5% 15,679 $10.2M
Hartford Investment Management Co. 0.31% Reduce -1.8% 15,672 $10.2M
Scotia Capital Inc. 0.04% Reduce -4.3% 15,598 $10.2M
Abn Amro Investment Solutions 0.15% Add +189.0% 15,303 $10.0M
BI Asset Management Fondsmaeglerselskab A/S 0.09% Reduce -21.5% 15,211 $9.9M
Cadinha & Co. LLC 1.53% New 15,171 $9.9M
Mgo One Seven LLC 0.20% Add +7.3% 15,170 $9.9M
Overbrook Management Corp 1.71% Add +71.3% 15,151 $9.9M
Merit Financial Group, LLC 0.08% Add +17.4% 15,080 $9.9M
Freemont Management S.A. 1.93% New 15,000 $9.8M
Taproot Management LP 1.59% — 14,988 $9.8M
TCTC Holdings, LLC 0.29% No change 14,948 $9.8M
GAMCO Investors 0.09% Add +0.4% 14,900 $9.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.07% Reduce -13.9% 14,784 $9.7M
CMH Wealth Management LLC 2.06% Reduce -0.2% 14,684 $9.6M
Crossmark Global Holdings, Inc. 0.14% Add +9.4% 14,629 $9.6M
Oddo BHF Asset Management Sas 0.36% Reduce -24.2% 14,578 $9.5M
Oppenheimer & Co. Inc. 0.14% Reduce -0.0% 14,548 $9.5M
Marietta Investment Partners LLC 1.88% Add +25.2% 14,489 $9.5M
Allworth Financial LP 0.04% Add +71.6% 14,460 $9.5M
J.W. Cole Advisors, Inc. 0.23% Add +8.3% 17,594 $9.4M
Clark Capital Management Group, Inc. 0.06% Add +13.7% 14,234 $9.3M
HB Wealth Management, LLC 0.06% Add +9.2% 14,218 $9.3M
Generali Asset Management SPA SGR 0.19% Reduce -6.5% 14,201 $9.3M
Impax Asset Management Group plc 0.06% New 14,137 $9.2M
BNP Paribas 0.26% Add +13.0% 14,132 $9.2M
Blue Sparrow, LLC 0.17% — 13,900 $9.1M
Louisiana State Employees Retirement System 0.16% Reduce -2.8% 13,900 $9.1M
Independent Advisor Alliance 0.22% Reduce -2.1% 13,779 $9.0M
B. Metzler seel. Sohn & Co. AG 0.08% Add +4.2% 13,719 $9.0M
Arrow Capital Management, LLC 5.20% — 13,686 $8.9M
Maryland State Retirement & Pension System 0.18% No change 13,648 $8.9M
First Washington CORP 2.31% Reduce -1.1% 13,640 $8.9M
Potrero Capital Research LLC 3.00% Reduce -15.5% 13,630 $8.9M
BTG Pactual Asset Management US LLC 0.99% Add +7.0% 13,523 $8.8M
World Investment Advisors 0.14% Add +19.9% 13,497 $8.8M
NWK Group, Inc. 3.06% Reduce -0.1% 13,486 $8.8M
Radnor Capital Management, LLC 1.31% Reduce -12.1% 13,483 $8.8M
Petredis Investment Advisors LLC 0.69% Reduce -1.2% 13,462 $8.8M
Concentric Capital Strategies, LP 0.45% Add +481.2% 13,414 $8.8M
Genus Capital Management Inc. 1.02% Reduce -24.1% 13,355 $8.7M
Vestmark Advisory Solutions, Inc. 0.12% Add +681.7% 13,313 $8.7M
Marex Group Ltd 0.09% Add +812.0% 13,306 $8.7M
Capital International Ltd. 0.31% Reduce -35.0% 13,283 $8.7M
Compass Capital Management, Inc. 0.48% Reduce -10.7% 13,253 $8.7M
D.A. Davidson & Co. 0.05% Add +3.7% 13,196 $8.6M
Glenmede Trust Co. NA 0.04% — 13,160 $8.6M
Meeder Asset Management Inc. 0.46% Add +557.6% 13,153 $8.6M
Illinois Municipal Retirement Fund 0.11% Add +15.3% 13,126 $8.6M
American Assets Investment Management, LLC 0.59% No change 13,125 $8.6M
Vestor Capital, LLC 0.72% Reduce -80.2% 5,002 $8.6M
Bleakley Financial Group, LLC 0.15% Add +0.9% 13,088 $8.6M
Laird Norton Wetherby Trust Company, LLC 0.18% New 13,080 $8.5M
S&co Inc. 0.53% Reduce -0.6% 13,076 $8.5M
Next Level Private LLC 2.20% Reduce -0.4% 12,853 $8.4M
Atria Investments, Inc 0.09% Add +32.0% 12,779 $8.4M
Allianz SE 0.11% Reduce -1.5% 12,755 $8.3M
Oppenheimer Asset Management Inc. 0.10% Add +2124.3% 12,745 $8.3M
Schear Investment Advisers, LLC 3.57% Add +8.0% 12,684 $8.3M
Asio Capital, LLC 1.16% Reduce -21.9% 12,614 $8.2M
Union Bancaire Privee, UBP SA 0.10% Add +785.1% 14,940 $8.2M
Morgens Waterfall Vintiadis & Co. Inc. 5.98% No change 12,500 $8.2M
New Age Alpha Advisors, LLC 0.35% Add +25.0% 12,500 $8.2M
Banque Cantonale Vaudoise 0.29% Add +49.3% 12,456 $8.1M
Rwa Wealth Partners, LLC 0.09% Reduce -1.4% 12,395 $8.1M
Wesbanco Bank Inc. 0.22% Reduce -0.3% 12,377 $8.1M
Anderson Hoagland & Co. 0.70% Reduce -0.1% 12,362 $8.1M
New Mexico Educational Retirement Board 0.24% No change 12,319 $8.1M
Sagefield Capital LP 0.68% Add +81.8% 12,227 $8.0M
Williams Jones Wealth Management, LLC. 0.09% Reduce -1.1% 12,160 $7.9M
KP Management LLC 2.47% No change 12,125 $7.9M
Empower Advisory Group, LLC 0.02% Reduce -24.5% 12,014 $7.9M
MAI Capital Management 0.05% Add +32.1% 11,972 $7.8M
Nwam LLC 0.44% Add +9.0% 11,724 $7.8M
Albion Financial Group 0.49% Reduce -4.9% 11,936 $7.8M
Aragon Global Management, LP 2.35% Add +282.3% 11,850 $7.7M
Gotham Asset Management 0.03% Reduce -7.0% 11,806 $7.7M
Rice Partnership, LLC 1.04% Reduce -24.0% 11,776 $7.7M
Edmond DE Rothschild Holding S.A. 0.11% Add +12502.1% 11,720 $7.7M
Parallel Advisors, LLC 0.14% Add +18.1% 11,700 $7.6M
NewEdge Wealth, LLC 0.09% Add +151.0% 11,679 $7.6M
Park Avenue Securities LLC 0.06% Reduce -4.3% 11,667 $7.6M
Fortis Capital Management LLC 1.01% New 11,643 $7.6M
SIR Capital Management, L.P. 0.83% Add +130.0% 11,500 $7.5M
Legacy Bridge, LLC 3.05% Add +0.1% 11,495 $7.5M
Sterling Capital Management LLC 0.12% Reduce -15.9% 11,446 $7.5M
Pinnacle Associates Ltd. 0.10% Add +2.2% 11,342 $7.4M
L & S Advisors Inc 0.76% Reduce -18.6% 11,336 $7.4M
Highland Capital Management, LLC 0.37% Reduce -40.7% 11,319 $7.4M
U.S. Capital Wealth Advisors, LLC 0.19% Add +22.1% 11,229 $7.3M
MUFG Securities EMEA plc 0.08% Add +113.5% 11,123 $7.3M
Global Retirement Partners, LLC 0.13% Add +57.7% 11,034 $7.2M
Commerce Bank 0.04% Add +4.7% 11,003 $7.2M
Archon Partners LLC 0.75% New 11,000 $7.2M
Welch & Forbes LLC 0.09% Reduce -2.4% 11,000 $7.2M
Independent Financial Group, LLC 0.16% Add +34.2% 10,982 $7.2M
Kornitzer Capital Management Inc. 0.15% Reduce -1.8% 10,971 $7.2M
Quantbot Technologies LP 0.24% Reduce -50.5% 10,911 $7.1M
AG2R La Mondiale Gestion D'actifs 0.32% Add +6.2% 10,907 $7.1M
Quest Investment Management LLC 0.77% Add +11.4% 10,896 $7.1M
Wedbush Securities Inc. 0.21% Add +78.1% 10,879 $7.1M
Metis Global Partners, LLC 0.17% Reduce -5.7% 10,772 $7.0M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -0.5% 10,725 $7.0M
Symmetry Investments LP 1.31% Add +46.8% 10,718 $7.0M
Simplex Trading, LLC 0.20% New 10,711 $7.0M
SeaTown Holdings Pte. Ltd. 4.06% No change 10,710 $7.0M
Andra AP-fonden 0.09% New 10,689 $7.0M
Lombard Odier Asset Management (Switzerland) SA 0.29% New 10,587 $6.9M
Matthew Goff Investment Advisor, LLC 1.22% Reduce -4.5% 10,554 $6.9M
Gunderson Capital Management LLC 3.10% Add +3.3% 10,511 $6.9M
Employees Provident Fund Board 0.05% No change 10,500 $6.9M
Diversified Trust Co. 0.13% Reduce -25.3% 10,464 $6.8M
Estabrook Capital Management 1.00% Reduce -2.6% 10,403 $6.8M
Baxter Bros Inc. 0.79% Add +0.1% 10,386 $6.8M
Jackson Square Capital, LLC 1.33% Reduce -2.2% 10,277 $6.7M
Marble Harbor Investment Counsel, LLC 0.72% Reduce -31.8% 10,242 $6.7M
Griffin Asset Management, Inc. 0.72% Reduce -1.0% 10,207 $6.7M
Beacon Pointe Advisors, LLC 0.05% Add +8.1% 10,207 $6.7M
Handelsbanken Fonder AB 0.02% No change 10,200 $6.7M
B. Riley Wealth Advisors, Inc. 0.31% Add +296.8% 10,020 $6.5M
OMERS ADMINISTRATION Corp 0.05% Reduce -4.2% 10,012 $6.5M
Ilmarinen Mutual Pension Insurance Co 0.05% New 10,000 $6.5M
S-Bank Fund Management Ltd 0.85% No change 10,000 $6.5M
Telligent Fund, LP 7.27% No change 10,000 $6.5M
M37 Management LP 4.49% — 10,000 $6.5M
Clearstead Advisors, LLC 0.08% Add +4.1% 9,986 $6.5M
Linden Thomas Advisory Services, LLC 0.66% Reduce -1.4% 9,955 $6.5M
Am Investment Strategies LLC 1.35% Add +0.5% 9,919 $6.5M
D L Carlson Investment Group Inc. 1.09% Reduce -21.0% 9,880 $6.5M
Vestcor Inc 0.18% Add +0.6% 9,875 $6.5M
BNC Wealth Management, LLC 1.65% Add +4.3% 9,861 $6.4M
Callan Family Office, LLC 0.14% Add +87.2% 9,818 $6.4M
Northeast Investment Management 0.25% Add +13.8% 9,768 $6.4M
Tokio Marine Asset Management Co. Ltd. 0.22% Add +2.1% 9,758 $6.4M
Caisse Des Depots Et Consignations 0.14% Reduce -17.8% 9,667 $6.3M
Vise Technologies, Inc. 0.12% Add +38.4% 9,613 $6.3M
AlphaStar Capital Management, LLC 0.46% Add +1002.5% 9,603 $6.3M
Gifford Fong Associates 1.25% No change 9,575 $6.3M
EP Wealth Advisors, LLC 0.03% — 9,529 $6.2M
Assenagon Asset Management S.A. 0.01% Add +8.7% 9,515 $6.2M
Siemens Fonds Invest GmbH 0.33% Add +13.5% 9,425 $6.2M
Triasima Portfolio Management inc. 0.93% Reduce -8.7% 9,500 $6.2M
Choreo, LLC 0.08% Add +8.0% 9,394 $6.2M
Prevail Innovative Wealth Advisors, LLC 1.11% Add +6.2% 9,469 $6.2M
E. Ohman J:or Asset Management AB 0.14% Reduce -19.8% 9,440 $6.2M
Harvest Fund Management Co., Ltd 0.23% Reduce -23.0% 9,431 $6.2M
Ascent Wealth Partners, LLC 0.71% Reduce -2.8% 9,417 $6.2M
North Dakota State Investment Board 0.23% — 9,377 $6.1M
Princeton Capital Management LLC 1.58% Add +0.8% 9,364 $6.1M
Tandem Capital Management Corp. 2.78% Reduce -4.4% 9,354 $6.1M
Daymark Wealth Partners, LLC 0.19% Add +0.8% 9,350 $6.1M
Chicago Partners Investment Group LLC 0.15% Add +8.3% 9,286 $6.1M
Stratos Investment Management, LLC 0.24% Add +230.2% 9,329 $6.1M
Integrated Wealth Concepts LLC 0.07% Reduce -33.6% 9,274 $6.1M
Quadrant Capital Group LLC 0.18% Add +18.2% 9,194 $6.0M
Altshuler Shaham Ltd 0.09% Reduce -54.2% 9,147 $6.0M
Family Legacy, Inc. 1.79% Reduce -0.2% 9,145 $6.0M
Whittier Trust Co. of Nevada Inc. 0.12% Add +0.9% 8,704 $6.0M
Hoey Investments, Inc. 0.81% Add +14.1% 9,135 $6.0M
Farther Finance Advisors, LLC 0.06% Add +31.9% 8,976 $5.9M
Banque Transatlantique SA 0.14% Add +173.2% 8,973 $5.9M
Kinetic Partners Management, LP 0.28% Reduce -50.6% 8,965 $5.9M
Great Valley Advisor Group, Inc. 0.11% Add +49.1% 8,837 $5.8M
Arkadios Wealth Advisors 0.11% Add +7.1% 8,762 $5.7M
Summit Trail Advisors, LLC 0.10% Reduce -6.8% 8,717 $5.7M
Northwestern Mutual Investment Management Company, LLC 0.07% Reduce -0.1% 8,669 $5.7M
New Millennium Group LLC 2.44% Reduce -1.0% 8,614 $5.6M
Essex Investment Management Co. LLC 0.86% Reduce -9.3% 8,603 $5.6M
VMS Asset Management Limited 2.17% — 8,600 $5.6M
Geneva Partners, LLC 2.00% Reduce -14.5% 8,559 $5.6M
Focus Partners Advisor Solutions, LLC 0.07% Reduce -3.0% 8,513 $5.6M
Summit Place Financial Advisors, LLC 2.66% Reduce -7.7% 8,396 $5.5M
Empirical Finance, LLC 0.26% Reduce -4.3% 8,391 $5.5M
Allen Operations LLC 0.69% No change 8,387 $5.5M
Leavell Investment Management, Inc. 0.23% Reduce -1.8% 8,352 $5.5M
Sendero Wealth Management, LLC 0.60% Add +36.5% 8,341 $5.5M
Dynamic Advisor Solutions LLC 0.17% Reduce -3.1% 8,327 $5.4M
StoneX Group Inc. 0.24% Add +5.9% 8,325 $5.4M
Kayne Anderson Capital Advisors LP 0.12% Reduce -1.2% 8,292 $5.4M
Midwest Trust Co 0.07% Add +3.9% 8,277 $5.4M
Navellier & Associates Inc. 0.61% Add +10.3% 8,276 $5.4M
Sharpepoint LLC 3.20% New 8,175 $5.3M
Cohen Klingenstein LLC 0.16% No change 8,143 $5.3M
Brookstone Capital Management 0.06% Add +2.4% 8,133 $5.3M
Kingsview Wealth Management, LLC 0.08% Add +7.6% 8,102 $5.3M
VestGen Advisors, LLC 0.22% Add +10.0% 8,050 $5.3M
Kercheville Advisors, LLC 1.37% Add +61.2% 7,907 $5.2M
Simmons Bank 0.35% Add +1.9% 7,986 $5.2M
Hardy Reed LLC 0.37% Reduce -1.9% 7,958 $5.2M
J.P. Marvel Investment Advisors, LLC 0.72% No change 7,936 $5.2M
Wedmont Private Capital 0.18% Add +1.3% 7,827 $5.2M
Douglas Lane & Associates, LLC 0.07% Reduce -22.5% 7,897 $5.2M
HighPoint Advisor Group LLC 0.11% Add +47.6% 7,872 $5.1M
Johnson Investment Counsel Inc. 0.04% Add +0.1% 7,856 $5.1M
BigSur Wealth Management LLC 1.25% No change 7,853 $5.1M
Varenne Capital Partners 1.06% Reduce -1.3% 7,818 $5.1M
DAVENPORT & Co LLC 0.03% Add +11.5% 7,806 $5.1M
Plato Investment Management Ltd 0.33% Reduce -21.1% 7,721 $5.1M
Meeder Advisory Services, Inc. 0.22% Add +14.1% 7,693 $5.0M
GAMMA Investing LLC 0.25% Reduce -11.1% 7,691 $5.0M
Mendel Money Management 2.10% Reduce -4.4% 7,685 $5.0M
Coldstream Capital Management Inc. 0.07% Add +5.1% 7,675 $5.0M
Yarbrough Capital, LLC 0.15% Add +86.2% 7,588 $5.0M
NorthCrest Asset Manangement, LLC 0.11% Add +341.9% 7,239 $4.9M
SeaCrest Wealth Management, LLC 0.50% Add +5.2% 7,430 $4.9M
Summit Financial, LLC 0.07% Reduce -4.4% 7,522 $4.9M
Barometer Capital Management Inc. 1.17% Reduce -36.6% 14,499 $4.9M
CENTRAL TRUST Co 0.09% Reduce -4.2% 7,394 $4.8M
Cynosure Group, LLC 0.49% Add +15.3% 15,180 $4.8M
Composition Wealth, LLC 0.07% Reduce -3.5% 7,383 $4.8M
Securian Asset Management, Inc. 0.18% Reduce -44.2% 7,378 $4.8M
Canada Post Corp Registered Pension Plan 0.18% Add +11.3% 7,356 $4.8M
Tower Research Capital LLC (TRC) 0.12% Add +24.1% 7,333 $4.8M
Mufg Securities Americas Inc. 0.30% Reduce -0.4% 7,309 $4.8M
Venture Visionary Partners LLC 0.16% Add +53.6% 7,291 $4.8M
Stephens Inc. 0.06% Reduce -2.7% 7,306 $4.8M
Estate Counselors, LLC 0.40% No change 7,296 $4.8M
Silvercrest Asset Management Group LLC 0.03% Add +0.6% 7,287 $4.8M
Ingalls & Snyder LLC 0.17% Add +24.2% 7,240 $4.7M
Bender Robert & Associates 0.98% Add +587.5% 7,239 $4.7M
PFG Investments, LLC 0.22% Add +2.5% 7,209 $4.7M
Peapack Gladstone Financial Corp. 0.06% Add +1.3% 7,207 $4.7M
Perigon Wealth Management, LLC 0.08% Add +12.7% 7,207 $4.7M
Wahed Invest LLC 0.62% Reduce -3.8% 7,197 $4.7M
Kentucky Retirement Systems Insurance Trust Fund 0.30% No change 7,195 $4.7M
Riggs Asset Managment Co. Inc. 0.95% Add +2.6% 7,183 $4.7M
Valeo Financial Advisors, LLC 0.10% Add +1.2% 7,128 $4.7M
Banco BTG Pactual S.A. 0.81% Add +1228.3% 7,000 $4.6M
Longbow Finance SA 0.77% Reduce -26.0% 6,994 $4.6M
Davidson Capital Management Inc. 0.98% Add +1.7% 6,961 $4.5M
Essex Financial Services, Inc. 0.26% Add +1.7% 6,950 $4.5M
Fisher Asset Management 0.00% Add +48.4% 6,916 $4.5M
Meridian Wealth Management, LLC 0.16% Add +3.0% 6,901 $4.5M
Herbst Group, LLC 2.65% Reduce -36.2% 6,900 $4.5M
Larson Financial Group LLC 0.15% Add +8.2% 6,894 $4.5M
Meiji Yasuda Asset Management Co Ltd. 0.22% Add +8.0% 6,874 $4.5M
Pinnacle Financial Partners, Inc. 0.03% — 6,873 $4.5M
Leonteq Securities AG 0.24% Reduce -1.0% 6,852 $4.5M
Mitchell Capital Management Co. 0.80% Reduce -0.4% 6,850 $4.5M
Terra Nova Asset Management LLC 2.94% Reduce -2.0% 6,842 $4.5M
Wealthspire Advisors, LLC 0.04% Add +26.9% 6,835 $4.5M
Wilmington Savings Fund Society, FSB 0.10% Add +2.9% 6,830 $4.5M
Adell Harriman & Carpenter Inc. 0.27% Add +490.7% 6,817 $4.5M
Mutual Advisors, LLC 0.09% Add +1.7% 6,755 $4.4M
SOL Capital Management CO 0.40% Reduce -1.2% 6,743 $4.4M
Agf Management Ltd. 0.02% Reduce -96.1% 6,735 $4.4M
Graybill Wealth Management, LTD. 1.29% Add +0.3% 6,713 $4.4M
New England Research & Management, Inc. 1.92% Add +71.6% 6,708 $4.4M
Ritholtz Wealth Management 0.08% Add +7.9% 6,672 $4.4M
Axxcess Wealth Management, LLC 0.08% Add +1.4% 6,654 $4.3M
Blue Edge Capital, LLC 0.58% Add +2.2% 6,653 $4.3M
Ascent Group, LLC 0.15% Add +9.3% 6,633 $4.3M
Meiji Yasuda America Inc 0.98% — 6,541 $4.3M
Trustco Bank Corp. N Y 3.82% Reduce -9.9% 6,491 $4.2M
Berkshire Asset Management LLC 0.19% Add +10.0% 6,482 $4.2M
Magnetar Financial LLC 0.04% Reduce -43.4% 6,482 $4.2M
Citizens Financial Group Inc. 0.06% Add +2.9% 6,480 $4.2M
M3 Wealth Management, LLC 3.43% — 6,433 $4.2M
Next Century Growth Investors LLC 0.29% Add +52.6% 6,389 $4.2M
Savant Capital, LLC 0.02% Add +16.9% 6,375 $4.2M
Signaturefd, LLC 0.06% Reduce -1.9% 6,362 $4.2M
Patten & Patten Inc. 0.24% Add +3.6% 6,358 $4.2M
Spire Wealth Management 0.14% Reduce -56.9% 6,329 $4.1M
Cypress Asset Management Inc. 0.91% Add +72.6% 6,313 $4.1M
HM Payson & Co. 0.06% Add +1.8% 6,310 $4.1M
Nomura Holdings Inc. 0.01% Reduce -74.7% 6,303 $4.1M
CoreCap Advisors, LLC 0.14% Add +25.7% 6,294 $4.1M
WESPAC Advisors SoCal, LLC 0.82% Add +5.2% 6,224 $4.1M
Capital Investment Advisors, LLC 0.06% Add +67.9% 6,177 $4.0M
Sigma Planning Corp 0.11% Reduce -37.7% 6,014 $4.0M
Moors & Cabot, Inc. 0.17% Add +28.6% 6,124 $4.0M
CMG Global Holdings, LLC 1.77% Reduce -2.4% 5,356 $4.0M
Knollwood Investment Advisory, LLC 0.37% Add +290.8% 6,093 $4.0M
NovaPoint Capital, LLC 1.02% Add +4.6% 6,086 $4.0M
Envestnet Portfolio Solutions, Inc. 0.01% Add +38.0% 6,082 $4.0M
Timothy G. Youngquist 2020 Irrevocable Trust 3.40% — 6,070 $4.0M
Moneta Group Investment Advisors LLC 0.03% Add +6.6% 6,068 $4.0M
Massachusetts Wealth Management 1.84% Add +0.1% 6,056 $4.0M
Grandfield & Dodd, LLC 0.22% Reduce -29.5% 6,053 $4.0M
Family Capital Trust Co 1.29% Add +1981.0% 6,035 $3.9M
Harbor Investment Advisory, LLC 0.30% Add +173.8% 6,030 $3.9M
Krilogy Financial LLC 0.13% Add +7.4% 5,897 $3.9M
WD Rutherford LLC 1.64% Add +32.1% 6,005 $3.9M
LMR Partners LLP 0.05% Add +100.9% 5,998 $3.9M
OMC Financial Services LTD 1.46% Reduce -2.5% 5,990 $3.9M
Bragg Financial Advisors, Inc 0.13% Reduce -1.4% 5,946 $3.9M
Clifford Swan Investment Counsel LLC 0.13% Add +2.3% 5,919 $3.9M
Cacti Asset Management LLC 0.23% No change 5,820 $3.9M
Praxis Investment Management Inc. 0.23% Reduce -10.6% 5,900 $3.9M
Thompson Investment Management, Inc. 0.48% Reduce -4.8% 5,846 $3.8M
Fidelis Capital Partners, LLC 0.28% Add +15.7% 5,836 $3.8M
Capital Planning Advisors, LLC 0.51% Reduce -1.5% 5,834 $3.8M
McMillan Office, Inc. 0.46% — 5,799 $3.8M
Sagespring Wealth Partners, LLC 0.07% Reduce -0.9% 5,739 $3.8M
Cresset Asset Management, LLC 0.02% Add +0.7% 5,735 $3.7M
IFP Advisors, Inc 0.08% Add +26.8% 5,725 $3.7M
YHB Investment Advisors, Inc. 0.26% Add +1.7% 5,694 $3.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.45% Add +3.0% 5,680 $3.7M
SFE Investment Counsel 0.58% Add +1.2% 5,672 $3.7M
Spirit of America Management Corp. 0.78% Add +21.5% 5,650 $3.7M
Brown Brothers Harriman & Co. 0.02% Add +28.4% 5,641 $3.7M
Sit Investment Associates Inc. 0.07% Reduce -8.6% 5,639 $3.7M
TD Private Client Wealth LLC 0.08% Reduce -33.1% 5,574 $3.6M
Blue Jean Financial LLC 2.96% — 5,566 $3.6M
Merrion Investment Management Co, LLC 1.96% Reduce -0.5% 5,562 $3.6M
J. Safra Sarasin Holding AG 0.06% Reduce -34.1% 5,538 $3.6M
Prudential PLC 0.03% Reduce -45.1% 5,531 $3.6M
Old North State Wealth Management, LLC 1.69% Add +281.7% 5,504 $3.6M
RH Tailwind Management, LLC 3.62% — 5,500 $3.6M
HBK Sorce Advisory LLC 0.08% Reduce -5.3% 4,610 $3.6M
Walleye Capital LLC 0.02% Reduce -84.2% 5,493 $3.6M
Capstone Investment Advisors, LLC 0.04% Add +209.9% 5,486 $3.6M
Smithfield Trust Co 0.16% Add +0.1% 5,473 $3.6M
PFG Advisors 0.17% Reduce -10.9% 5,461 $3.6M
Elk River Wealth Management LLC 0.57% Add +3.9% 5,436 $3.5M
Guggenheim Capital LLC 0.03% Reduce -5.2% 5,419 $3.5M
OneDigital Investment Advisors LLC 0.03% Add +8.1% 5,402 $3.5M
Chicago Capital, LLC 0.09% Add +0.8% 5,341 $3.5M
Elevation Point Wealth Partners, LLC 0.17% Add +193.6% 5,320 $3.5M
Polymer Capital Management (US) LLC 0.45% Reduce -26.2% 5,314 $3.5M
Everhart Financial Group, Inc. 0.32% Add +6.9% 5,305 $3.5M
WealthPlan Investment Management, LLC 0.22% Add +38.2% 5,303 $3.5M
Diversify Wealth Management, LLC 0.16% Add +293.0% 5,309 $3.5M
Tenere Capital LLC 2.66% New 5,243 $3.4M
Choate Investment Advisors 0.07% Add +5.3% 5,243 $3.4M
Harbour Investments, Inc. 0.07% Reduce -30.4% 5,240 $3.4M
Kovack Advisors, Inc. 0.16% Add +39.7% 5,236 $3.4M
Heritage Investors Management Corp. 0.10% Reduce -0.8% 5,223 $3.4M
University of Texas/Texas Am Investment Management Co. 0.48% Add +20.6% 5,205 $3.4M
True North Advisors, LLC 0.44% Reduce -0.5% 5,200 $3.4M
Kingswood Wealth Advisors, LLC 0.16% Add +25.9% 5,175 $3.4M
Frank, Rimerman Advisors LLC 0.21% Add +0.5% 5,146 $3.4M
Avanza Fonder AB 0.09% Reduce -81.5% 5,140 $3.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% Add +9.1% 5,140 $3.4M
Mar Vista Investment Partners LLC 0.31% New 5,110 $3.3M
Greenleaf Trust 0.03% Reduce -0.1% 5,082 $3.3M
Passumpsic Savings Bank 1.81% — 5,067 $3.3M
Prelude Capital Management, LLC 0.24% Add +57.4% 5,007 $3.3M
Fideuram Asset Management (Ireland) dac 0.26% — 6,449 $3.3M
Settian Capital LP 2.18% No change 5,000 $3.3M
Deltec Asset Management LLC 0.54% New 5,000 $3.3M
HITE Hedge Asset Management LLC 0.21% New 5,000 $3.3M
Brooklyn Investment Group 0.15% Add +61.4% 4,923 $3.3M
TFR Capital, LLC. 1.08% Add +2.2% 4,995 $3.3M
Tritonpoint Wealth, LLC 0.33% Add +397.0% 4,940 $3.2M
Draper Asset Management, LLC 1.70% Add +43.4% 4,929 $3.2M
Cladis Investment Advisory, LLC 1.76% Reduce -2.4% 5,044 $3.2M
Owen LaRue, LLC 1.22% Reduce -17.0% 4,905 $3.2M
Advisors Capital Management, LLC 0.04% Add +5.0% 4,880 $3.2M
Whitford Management LLC 3.24% New 4,869 $3.2M
Aventail Capital Group, LP 0.18% Reduce -70.5% 4,853 $3.2M
International Assets Investment Management, LLC 0.22% Add +24.5% 4,849 $3.2M
Comprehensive Financial Consultants Institutional, Inc. 0.96% Reduce -2.3% 4,837 $3.2M
Uncommon Cents Investing LLC 0.76% Reduce -0.5% 4,812 $3.1M
Pavion Blue Capital, LLC 1.30% Reduce -0.1% 4,805 $3.1M
Xcel Wealth Management, LLC 0.81% Add +183.2% 4,774 $3.1M
WoodTrust Financial Corp 0.36% Add +16.5% 4,768 $3.1M
SBI Securities Co., Ltd. 0.08% Add +0.3% 4,766 $3.1M
Washburn Capital Management, Inc. 1.70% Add +0.3% 4,735 $3.1M
Ibex Wealth Advisors 0.30% No change 4,727 $3.1M
Andrew Hill Investment Advisors, Inc. 2.35% Reduce -26.2% 4,714 $3.1M
Nvwm, LLC 0.67% Reduce -2.0% 4,685 $3.1M
Avior Wealth Management, LLC 0.10% Add +381.1% 4,671 $3.1M
Aptus Capital Advisors, LLC 0.03% Add +26.9% 4,664 $3.0M
Morse Asset Management, Inc 0.61% Add +25.8% 4,645 $3.0M
Western Wealth Management, LLC 0.14% Add +1.1% 4,619 $3.0M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 2.10% Reduce -8.8% 4,428 $3.0M
Pallas Capital Advisors LLC 0.10% Add +10.1% 4,609 $3.0M
Kampmann Melissa S. 2.20% Add +14.2% 4,460 $3.0M
Bosman Wealth Management, LLC 2.44% Reduce -0.9% 4,551 $3.0M
Global Financial Private Client, LLC 1.04% Add +0.9% 4,545 $3.0M
V-Square Quantitative Management LLC 0.31% New 4,529 $3.0M
Beese Fulmer Investment Management, Inc. 0.19% Add +9.5% 4,526 $3.0M
Itau Unibanco Holding S.A. 0.07% Add +125.8% 4,517 $3.0M
Clearbridge Investments, LLC 0.00% Add +0.2% 4,437 $2.9M
Eagle Strategies LLC 0.37% Reduce -11.9% 4,417 $2.9M
Goldstream Capital Management Ltd 1.19% New 4,409 $2.9M
Mill Capital Management, LLC 0.21% No change 4,386 $2.9M
Bank of Hawaii 0.14% New 4,379 $2.9M
Prospera Financial Services Inc 0.05% Reduce -57.5% 4,367 $2.9M
Stevens Capital Management LP 1.01% Add +20.1% 4,373 $2.9M
Crestwood Advisors Group, LLC 0.05% Add +13.6% 4,353 $2.8M
Lanark Financial, Inc. 0.21% Add +171.9% 4,350 $2.8M
Marble Wealth, LLC 0.39% — 4,346 $2.8M
Knights of Columbus Asset Advisors LLC 0.16% Add +130.5% 4,342 $2.8M
Ballentine Partners, LLC 0.04% Reduce -0.4% 4,317 $2.8M
Vivid Wealth Management, LLC 1.10% Reduce -7.7% 4,315 $2.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Add +4.1% 4,314 $2.8M
CWA Asset Management Group, LLC 0.10% Add +18.7% 4,308 $2.8M
HBW Advisory Services LLC 0.31% Add +55.6% 4,296 $2.8M
EFG International AG 0.05% — 4,289 $2.8M
Foundations Investment Advisors, LLC 0.04% Add +32.8% 4,289 $2.8M
Hollencrest Capital Management 0.10% Reduce -21.1% 4,273 $2.8M
Flputnam Investment Management Co. 0.04% Add +59.9% 4,269 $2.8M
IPG Investment Advisors LLC 0.49% Add +703.2% 4,257 $2.8M
Harbor Capital Advisors, Inc. 0.22% Reduce -0.1% 4,243 $2.8M
Advisors Preferred, LLC 0.45% New 4,079 $2.8M
Ofi Invest Asset Management 0.04% Add +55.9% 4,704 $2.7M
Level Four Advisory Services, LLC 0.09% Add +8.5% 4,193 $2.7M
October Effect Ltd 2.99% Add +2.1% 4,148 $2.7M
Convergence Financial, LLC 0.39% New 4,138 $2.7M
Atom Investors LP 0.21% New 4,128 $2.7M
Trek Financial, LLC 0.16% Reduce -29.2% 4,120 $2.7M
Advisors Management Group Inc. 0.48% Reduce -0.7% 4,076 $2.7M
Cary Street Partners Financial LLC 0.07% Add +2.7% 4,063 $2.7M
Altfest L J & Co. Inc. 0.29% Add +217.2% 4,041 $2.6M
SBI Okasan Asset Management Co.Ltd. 0.15% — 3,980 $2.6M
Glenview Trust Co 0.04% Add +3.0% 4,016 $2.6M
Viewpoint Capital Management LLC 1.13% Add +0.3% 4,008 $2.6M
Smartleaf Asset Management LLC 0.10% Add +28.9% 3,971 $2.6M
Lighthouse Investment Partners, LLC 0.09% New 4,000 $2.6M
Fractal Investments LLC 0.36% Reduce -34.2% 3,949 $2.6M
Quadrant Private Wealth Management, LLC 0.42% Add +7.7% 3,944 $2.6M
Mesirow Financial Investment Management, Inc. 0.05% Reduce -7.3% 3,925 $2.6M
CSM Advisors, LLC 0.07% New 3,922 $2.6M
Wealthcare Advisory Partners LLC 0.05% Add +8.4% 3,919 $2.6M
Nichols & Pratt Advisers LLP 0.16% Reduce -0.6% 3,912 $2.6M
SouthState Bank Corp 0.11% Add +85.1% 3,883 $2.5M
Sargent Investment Group, LLC 0.32% Add +0.1% 3,875 $2.5M
Phoenix Financial Ltd. 0.03% Add +114.5% 3,874 $2.5M
Aljian Capital Management, LLC 0.50% Reduce -0.1% 3,867 $2.5M
Burford Brothers, Inc. 1.04% Add +1.4% 3,858 $2.5M
Harvest Portfolios Group Inc. 0.04% Add +6.1% 3,853 $2.5M
Jaffetilchin Investment Partners, LLC 0.15% Reduce -19.8% 3,853 $2.5M
Parthenon LLC 0.27% Reduce -0.3% 3,842 $2.5M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.07% New 3,834 $2.5M
Callahan Advisors, LLC 0.20% Add +834.8% 3,814 $2.5M
Iat Reinsurance Co. LTD. 0.93% No change 3,780 $2.5M
Versant Capital Management, Inc 0.31% Add +4.9% 3,775 $2.5M
Atlantic Union Bankshares Corp 0.05% Add +68.3% 3,770 $2.5M
Wellington Shields Capital Management, LLC 0.36% Reduce -2.1% 3,760 $2.5M
Strategic Financial Services, Inc. 0.11% Add +37.0% 3,146 $2.5M
Caption Management, LLC 0.11% New 3,750 $2.5M
Guyasuta Investment Advisors Inc. 0.14% No change 3,746 $2.4M
Taylor Frigon Capital Management LLC 1.23% Reduce -1.1% 3,706 $2.4M
Haverford Trust Co 0.02% Add +0.3% 3,689 $2.4M
Williamson Legacy Group, LLC 1.88% Add +19.3% 3,683 $2.4M
Arax Advisory Partners 0.07% Reduce -77.7% 3,677 $2.4M
Patriot Financial Group Insurance Agency, LLC 0.29% Add +1.4% 3,672 $2.4M
Dockside LLC 0.61% — 3,658 $2.4M
Vigilare Wealth Management 0.80% Add +1.1% 3,646 $2.4M
AlphaCore Capital LLC 0.05% Add +66.7% 3,640 $2.4M
IHT Wealth Management, LLC 0.06% Add +6.0% 3,636 $2.4M
Western Financial Corp 0.94% Reduce -1.9% 3,630 $2.4M
Benin Management CORP 0.53% Add +11.4% 3,624 $2.4M
Richard Bernstein Advisors LLC 0.07% Reduce -11.1% 3,616 $2.4M
Centaurus Financial, Inc. 0.11% Add +7.0% 3,605 $2.4M
Forvis Mazars Wealth Advisors, LLC 0.04% Add +2.0% 3,595 $2.3M
Ancora Advisors LLC 0.05% Add +9.1% 3,591 $2.3M
Compound Planning, Inc. 0.07% Add +24.0% 3,584 $2.3M
Purus Wealth Management, LLC 0.73% Reduce -1.9% 3,579 $2.3M
Long Road Investment Counsel, LLC 0.88% Reduce -0.1% 3,569 $2.3M
Savvy Advisors, Inc. 0.08% Add +9.1% 3,567 $2.3M
Millennium Capital Advisors, LLC 1.37% Reduce -9.9% 3,564 $2.3M
Gables Capital Management Inc. 0.98% Add +8.0% 3,532 $2.3M
King Luther Capital Management Corp. 0.01% Add +4.7% 3,524 $2.3M
Dakota Wealth Management 0.04% Add +147.1% 3,509 $2.3M
First Citizens Bank & Trust Co. 0.05% Add +12.1% 3,497 $2.3M
Plimoth Trust Co. LLC 0.51% No change 3,495 $2.3M
Koshinski Asset Management, Inc. 0.15% Add +6.2% 3,485 $2.3M
John G Ullman & Associates Inc. 0.30% Reduce -4.4% 3,479 $2.3M
Avestar Capital, LLC 0.16% Add +93.9% 3,473 $2.3M
Allred Capital Management, LLC 0.82% Add +0.2% 3,469 $2.3M
Caliber Wealth Management, LLC / KS 0.24% Add +8.0% 3,465 $2.3M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.20% New 3,452 $2.3M
Sumitomo Life Insurance Co. 0.06% Add +0.9% 3,446 $2.3M
Evercore Wealth Management, LLC 0.03% No change 3,446 $2.3M
Fieldview Capital Management, LLC 0.38% New 3,437 $2.2M
CreativeOne Wealth, LLC 0.05% Reduce -0.8% 3,435 $2.2M
Curi Capital, LLC 0.04% Add +57.7% 3,434 $2.2M
180 Wealth Advisors, LLC 0.25% Add +16.1% 3,409 $2.2M
Principal Securities, Inc. 0.03% Add +28.1% 3,396 $2.2M
Caxton Associates LLP 0.04% New 3,381 $2.2M
V. M. Manning & Co., Inc. 2.22% Reduce -3.4% 3,366 $2.2M
Gallo Partners, LP 1.94% New 3,366 $2.2M
Meiji Yasuda Life Insurance Co 0.06% Add +0.1% 3,346 $2.2M
Moody National Bank Trust Division 0.21% Reduce -30.1% 3,342 $2.2M
Soltis Investment Advisors LLC 0.14% Add +7.3% 3,341 $2.2M
Financial Sense Advisors, Inc. 0.46% Add +457.9% 3,325 $2.2M
Values First Advisors, Inc. 1.13% Add +7.1% 3,323 $2.2M
Chesley Taft & Associates LLC 0.09% Add +3.6% 3,315 $2.2M
Transcend Capital Advisors, LLC 0.17% Add +0.6% 3,309 $2.2M
Woodstock Corp. 0.19% No change 3,309 $2.2M
Cambridge Financial Group, Inc. 0.83% Reduce -6.4% 3,305 $2.2M
Buffalo Business & Estate Services Ltd. 0.31% — 3,295 $2.2M
Parnassus Investments, LLC 0.01% Add +14.1% 3,277 $2.1M
Benjamin Edwards Inc. 0.02% Add +7.3% 3,276 $2.1M
Snowden Capital Advisors LLC 0.06% Add +22.1% 3,274 $2.1M
Engineers Gate Manager LP 0.03% Reduce -85.5% 3,259 $2.1M
Black Swift Group, LLC 0.35% New 3,250 $2.1M
Essential Partners LLC 0.65% Reduce -4.8% 3,245 $2.1M
Mather Group, Llc. 0.02% Add +2.1% 3,220 $2.1M
Csenge Advisory Group 0.10% Add +171.9% 3,214 $2.1M
Aaron Wealth Advisors LLC 0.12% Add +14.6% 3,200 $2.1M
Cornerstone Wealth Management, LLC 0.11% Add +5.3% 3,188 $2.1M
Forum Financial Management, LP 0.03% Add +1.4% 3,172 $2.1M
Archford Capital Strategies, LLC 0.24% Add +8.6% 3,165 $2.1M
Meridian Investment Counsel Inc. 0.50% Reduce -0.9% 3,159 $2.1M
Verdence Capital Advisors LLC 0.12% Add +1.7% 3,154 $2.1M
EverSource Wealth Advisors, LLC 0.08% Add +4.2% 3,148 $2.1M
Angeles Wealth Management, LLC 0.11% Add +2.5% 3,148 $2.1M
Essex LLC 0.36% Reduce -2.4% 3,132 $2.0M
Northstar Advisory Group, LLC 0.73% Add +13.3% 3,125 $2.0M
Syon Capital LLC 0.10% Add +8.6% 3,111 $2.0M
Consilium Wealth Advisory, LLC 0.74% Add +4.3% 3,072 $2.0M
Bartlett & Co. Wealth Management LLC 0.03% Reduce -6.3% 3,055 $2.0M
Commerzbank Aktiengesellschaft 0.04% Add +0.1% 3,052 $2.0M
Platinum Investment Management Ltd. 0.46% New 3,047 $2.0M
Ameritas Investment Partners, Inc. 0.06% Reduce -1.7% 3,039 $2.0M
Orrstown Financial Services Inc. 0.33% Add +0.2% 3,039 $2.0M
LFG Wealth Partners, LLC 1.27% — 3,037 $2.0M
Myriad Asset Management Advisors LLC 0.61% — 3,033 $2.0M
Cloverfields Capital Group, LP 0.61% Reduce -5.6% 3,032 $2.0M
Roman Butler Fullerton & Co. 0.52% Reduce -2.6% 2,985 $2.0M
Belvedere Trading LLC 0.37% Reduce -44.0% 3,019 $2.0M
Secure Asset Management, LLC 0.31% Add +15.3% 3,018 $2.0M
O'Neil Global Advisors, Inc. 0.68% Reduce -93.5% 3,013 $2.0M
Fort Sheridan Advisors LLC 0.25% Add +1.5% 3,002 $2.0M
Viking Fund Management LLC 0.23% Add +7.1% 3,000 $2.0M
Busey Bank 0.05% Add +3.7% 2,993 $2.0M
Heritage Trust Co 0.20% Add +19.9% 2,991 $2.0M
Weinberger Asset Management, Inc 0.70% Reduce -0.3% 2,991 $2.0M
Strategies Wealth Advisors, LLC 0.20% Add +4.3% 2,983 $1.9M
Sterling Investment Counsel, LLC 0.56% Add +2.5% 2,978 $1.9M
Moseley Investment Management Inc. 0.60% Add +27.3% 2,947 $1.9M
Avalon Capital Management 0.46% Add +27.4% 2,947 $1.9M
RWQ Financial Management Services, Inc. 0.88% Reduce -2.5% 2,925 $1.9M
Pine Valley Investments Ltd Liability Co 0.10% Reduce -18.1% 2,921 $1.9M
Retirement Planning Group, LLC / NY 1.30% Add +1.6% 2,918 $1.9M
Stamos Capital Partners, L.P. 0.31% Add +3.7% 2,912 $1.9M
Palisade Capital Management, LP 0.06% Reduce -3.9% 2,911 $1.9M
Logan Capital Management Inc. 0.08% Reduce -9.3% 2,911 $1.9M
Florida Financial Advisors, LLC 0.52% Add +48.3% 2,912 $1.9M
Ostrum Asset Management 0.09% Reduce -11.2% 2,904 $1.9M
AdvisorNet Financial, Inc 0.10% Add +41.1% 2,895 $1.9M
Veracity Capital LLC 0.56% Add +6.1% 2,887 $1.9M
DSG Capital Advisors, LLC 0.29% Add +257.3% 2,923 $1.9M
Employees Retirement System of Texas 0.02% No change 2,865 $1.9M
South Dakota Investment Council 0.04% Reduce -4.0% 2,859 $1.9M
Parkside Financial Bank & Trust 0.14% Add +2.1% 2,857 $1.9M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -2.5% 2,849 $1.9M
Trivium Point Advisory, LLC 0.19% Add +2.4% 2,842 $1.9M
Brookwood Investment Group LLC 0.22% Add +47.8% 2,828 $1.8M
Qtron Investments LLC 0.24% Reduce -2.8% 2,820 $1.8M
FSM Wealth Advisors, LLC 0.25% Reduce -0.1% 2,819 $1.8M
Valmark Advisers, Inc. 0.02% Add +6.2% 2,819 $1.8M
Dorsey & Whitney Trust CO LLC 0.10% Add +5.3% 2,816 $1.8M
Freestone Capital Holdings, LLC 0.05% Reduce -5.9% 2,815 $1.8M
Supplemental Annuity Collective Trust of NJ 0.47% No change 2,812 $1.8M
NorthRock Partners, LLC 0.03% Reduce -55.9% 2,808 $1.8M
Modern Wealth Management, LLC 0.03% Add +6.9% 2,806 $1.8M
Rithm Capital Corp. 4.26% Add +40.0% 2,800 $1.8M
Journey Strategic Wealth LLC 0.05% Add +30.7% 2,786 $1.8M
White Pine Capital LLC 0.50% No change 2,779 $1.8M
Blue Trust, Inc. 0.02% Add +12.9% 2,778 $1.8M
Eastern Bank 0.03% Add +7.8% 2,772 $1.8M
Profund Advisors LLC 0.05% Reduce -12.3% 2,764 $1.8M
Ausdal Financial Partners, Inc. 0.08% Add +14.9% 2,760 $1.8M
Townsquare Capital LLC 0.40% Add +20.6% 2,753 $1.8M
Geneos Wealth Management Inc. 0.04% Reduce -3.9% 2,749 $1.8M
Pinnbrook Capital Management LP 0.46% Reduce -71.8% 2,748 $1.8M
Focused Wealth Management, Inc 0.19% Add +3.1% 2,746 $1.8M
Americana Partners, LLC 0.05% Add +64.5% 2,743 $1.8M
Pinnacle Wealth Management, LLC 1.21% Add +7.2% 2,741 $1.8M
Smith, Moore & Co. 0.14% Reduce -1.7% 2,740 $1.8M
Sowell Financial Services LLC 0.07% Reduce -2.4% 2,727 $1.8M
Stock Yards Bank & Trust Co. 0.05% Add +0.5% 2,725 $1.8M
Capital Group Investment Management Pte. LTD. 0.29% Reduce -30.1% 2,721 $1.8M
GTS Securities LLC 0.06% Add +195.4% 2,718 $1.8M
Portfolio Design Labs, LLC 0.29% Add +4.4% 2,712 $1.8M
Intrust Bank NA 0.15% Add +7.6% 2,705 $1.8M
Fiduciary Alliance LLC 0.12% Add +0.3% 2,696 $1.8M
Parisi Gray Wealth Management 0.40% Add +3.0% 2,681 $1.8M
Quadcap Wealth Management, LLC 0.20% Add +2.3% 2,670 $1.7M
Retirement Guys Formula LLC 0.79% Add +66.3% 2,661 $1.7M
SageView Advisory Group, LLC 0.06% Reduce -4.0% 2,660 $1.7M
Guardian Investment Management 1.35% Reduce -1.6% 2,653 $1.7M
Accuvest Global Advisors 1.27% New 2,642 $1.7M
Cigna Investments Inc. 0.25% Reduce -1.5% 2,641 $1.7M
Institute for Wealth Management, LLC. 0.18% Reduce -2.8% 2,638 $1.7M
MASTERINVEST Kapitalanlage GmbH 0.16% Reduce -1.7% 2,596 $1.7M
Bowman & Co S.C. 0.72% Reduce -2.5% 2,605 $1.7M
Salem Investment Counselors Inc. 0.05% Add +2.0% 2,606 $1.7M
Main Street Financial Solutions, LLC 0.13% Add +5.8% 2,603 $1.7M
Wellington Shields & Co., LLC 0.42% Add +20.0% 2,602 $1.7M
St Germain D J Co. Inc. 0.07% Add +0.3% 2,602 $1.7M
Evergreen Capital Management LLC 0.04% Add +0.6% 2,602 $1.7M
Armstrong Henry H Associates Inc. 0.16% Reduce -10.3% 2,600 $1.7M
Field & Main Bank 0.49% Add +3.6% 2,597 $1.7M
Canandaigua National Bank & Trust Co. 0.15% Reduce -5.5% 2,593 $1.7M
Gryphon Financial Partners LLC 0.18% Add +21.3% 2,590 $1.7M
LRI Investments, LLC 0.14% Add +60.4% 2,587 $1.7M
Mayflower Financial Advisors, LLC 0.20% Add +1.0% 2,583 $1.7M
Fairfield, Bush & Co. 0.89% Reduce -2.6% 2,583 $1.7M
Realta Investment Advisors 0.55% Add +11.0% 2,582 $1.7M
1ST Source Bank 0.09% No change 2,582 $1.7M
Philadelphia Trust Co. 0.12% No change 2,579 $1.7M
Grandview Asset Management LLC 0.46% Add +1.0% 2,575 $1.7M
Castle Rock Wealth Management, LLC 0.36% New 2,215 $1.7M
Flagship Harbor Advisors, LLC 0.08% Reduce -5.6% 2,567 $1.7M
Whitaker-Myers Wealth Managers, LTD. 0.35% New 2,565 $1.7M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Add +0.9% 2,420 $1.7M
Melfa Wealth Management, Inc. 0.96% Reduce -7.2% 2,549 $1.7M
Capital Investment Advisory Services, LLC 0.12% Add +16.3% 2,547 $1.7M
SageGuard Financial Group, LLC 0.26% — 2,540 $1.7M
Patten Group, Inc. 0.31% Reduce -19.0% 2,524 $1.6M
Sunbelt Securities, Inc. 0.11% Add +5.6% 2,522 $1.6M
Chung Wu Investment Group, LLC 1.35% Add +11.2% 2,517 $1.6M
Havemeyer Place LP 0.32% — 2,507 $1.6M
Golden State Wealth Management, LLC 0.17% Add +46.9% 2,496 $1.6M
Hancock Whitney Corp. 0.03% Reduce -0.0% 2,496 $1.6M
MinichMacGregor Wealth Management, LLC 0.29% Reduce -0.7% 2,483 $1.6M
Creative Financial Designs Inc. 0.10% Add +9.9% 2,470 $1.6M
Mission Wealth Management, LP 0.03% Add +7.8% 2,467 $1.6M
Baker Avenue Asset Management, LP 0.04% Reduce -4.0% 2,463 $1.6M
Argent Trust Co 0.06% Reduce -0.6% 2,463 $1.6M
Trust Co. of Vermont 0.07% Add +8.2% 2,461 $1.6M
Financial Engines Advisors L.L.C. 0.00% Add +23.3% 2,455 $1.6M
Global Assets Advisory, LLC 0.46% Add +1.1% 2,453 $1.6M
Klingman & Associates, LLC 0.08% Add +4.6% 2,452 $1.6M
Brookfield Corp 0.00% Reduce -38.4% 2,432 $1.6M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.16% Reduce -1.0% 2,421 $1.6M
ZWJ Investment Counsel Inc. 0.06% Reduce -9.6% 2,414 $1.6M
Rhodes Investment Advisors Inc. 1.28% — 2,412 $1.6M
Bridges Investment Management Inc. 0.02% Reduce -4.7% 2,410 $1.6M
HORAN Wealth, LLC 0.24% Reduce -1.8% 2,406 $1.6M
Chickasaw Capital Management LLC 0.06% Reduce -0.8% 2,403 $1.6M
Cornerstone Enterprises, LLC 0.75% New 2,402 $1.6M
Modera Wealth Management, LLC 0.02% Add +1.4% 2,397 $1.6M
Sky Investment Group LLC 0.26% Add +8.9% 2,393 $1.6M
Oak Thistle LLC 0.22% New 2,393 $1.6M
Harold Davidson & Associates Inc. 0.69% Add +5.9% 2,388 $1.6M
Washington Trust Advisors, Inc. 0.12% Add +2.7% 2,388 $1.6M
Equitable Trust Co. 0.07% Reduce -0.7% 2,377 $1.6M
Atlas Brown,Inc. 0.46% Reduce -5.0% 2,373 $1.6M
Whittier Trust Co. 0.02% Add +3.7% 2,258 $1.5M
Guardian Asset Advisors, LLC 0.81% Add +2.9% 2,370 $1.5M
Perpetual Ltd 0.02% Reduce -41.6% 2,369 $1.5M
Gladstone Institutional Advisory LLC 0.06% Add +6.0% 2,368 $1.5M
First Western Trust Bank 0.08% Reduce -6.2% 2,359 $1.5M
Optas, LLC 0.24% Reduce -45.3% 2,356 $1.5M
Janney Capital Management LLC 0.10% No change 2,354 $1.5M
Insigneo Advisory Services, LLC 0.11% Reduce -9.0% 2,351 $1.5M
Mystic Asset Management, Inc. 0.35% Reduce -2.5% 2,348 $1.5M
Twin Capital Management Inc. 0.19% Add +0.8% 2,341 $1.5M
Toth Financial Advisory Corp. 0.17% Add +0.3% 2,337 $1.5M
RVW Wealth, LLC 0.12% Add +184.9% 2,336 $1.5M
Legacy Financial Advisors, Inc. 0.21% Add +3.0% 2,331 $1.5M
Cache Advisors, LLC 0.19% Reduce -41.6% 2,324 $1.5M
Spinnaker Trust 0.08% Add +16.3% 2,313 $1.5M
Rothschild Investment LLC 0.08% Add +0.2% 2,302 $1.5M
Capital Management Associates 2.20% No change 2,300 $1.5M
Slocum, Gordon & Co LLP 1.09% Reduce -1.2% 2,298 $1.5M
Principle Wealth Partners LLC 0.08% Add +5.4% 2,297 $1.5M
Brandywine Trust Co. 0.26% No change 2,290 $1.5M
Axq Capital, LP 0.34% New 2,284 $1.5M
Argyle Capital Management, LLC 0.50% No change 2,281 $1.5M
Tortoise Capital Advisors, L.L.C. 0.02% Reduce -14.2% 2,281 $1.5M
NCM Capital Management, LLC 0.55% Add +316.0% 2,267 $1.5M
Knuff & Co LLC 0.43% Add +1.0% 2,255 $1.5M
CHICAGO TRUST Co NA 0.23% Add +7.1% 2,250 $1.5M
Evoke Wealth, LLC 0.03% Add +8.3% 2,232 $1.5M
Calydon Capital 0.25% Reduce -8.3% 2,230 $1.5M
Investors Asset Management of Georgia Inc. /Ga/ 0.60% Reduce -7.4% 2,228 $1.5M
Plancorp, LLC 0.04% Reduce -31.4% 2,225 $1.5M
Van Strum & Towne Inc. 0.41% No change 2,225 $1.5M
Paragon Advisors, LLC 0.39% Add +47.3% 2,217 $1.4M
NWF Advisory Services Inc. 0.16% Add +315.8% 2,216 $1.4M
Kanawha Capital Management LLC 0.10% Reduce -5.7% 2,195 $1.4M
RiverFront Investment Group, LLC 0.02% Add +239.2% 2,191 $1.4M
Douglass Winthrop Advisors, LLC 0.03% Add +8.5% 2,188 $1.4M
BIP Wealth, LLC 0.05% Add +105.3% 2,184 $1.4M
Marathon Trading Investment Management LLC 0.17% Add +101.5% 2,184 $1.4M
Parkwood LLC 0.12% New 2,178 $1.4M
Lakeside Advisors, INC. 0.91% Reduce -5.4% 2,175 $1.4M
Joel Isaacson & Co., LLC 0.05% Add +7.0% 2,171 $1.4M
Evolve Private Wealth, LLC 0.08% — 2,169 $1.4M
North Star Asset Management Inc. 0.06% Reduce -0.7% 2,167 $1.4M
Physicians Financial Services, Inc. 0.38% Reduce -2.3% 2,166 $1.4M
Ashton Thomas Private Wealth, LLC 0.03% Add +16.5% 2,163 $1.4M
Sovran Advisors, LLC 0.12% Add +120.8% 2,199 $1.4M
Investment Research & Advisory Group, Inc. 0.47% Reduce -7.3% 2,150 $1.4M
Ipswich Investment Management Co., Inc. 0.33% No change 2,150 $1.4M
Birmingham Capital Management Co. Inc. 0.62% No change 2,139 $1.4M
Perennial Investment Advisors, LLC 0.11% Add +0.4% 2,136 $1.4M
Apriem Advisors 0.13% Add +0.7% 2,124 $1.4M
Thompson Davis & Co., Inc. 0.83% Reduce -0.3% 2,119 $1.4M
VestGen Investment Management 0.77% Reduce -5.8% 2,112 $1.4M
Davis Investment Partners, LLC 0.48% Add +0.1% 2,027 $1.4M
Tulsa Wealth Advisors, INC 0.46% — 2,106 $1.4M
Howard Capital Management, LLC 0.02% Add +0.5% 2,105 $1.4M
Beacon Bank & Trust 0.28% Reduce -0.1% 2,101 $1.4M
Aft, Forsyth & Sober, LLC 0.42% New 2,100 $1.4M
Sage Mountain Advisors LLC 0.07% Add +3.4% 2,080 $1.4M
Wynn Capital, LLC 0.66% Reduce -6.5% 2,069 $1.4M
CX Institutional 0.04% Reduce -2.9% 2,068 $1.4M
Hall Laurie J Trustee 0.45% No change 2,064 $1.3M
Parrish Capital LLC 1.22% — 2,062 $1.3M
Leigh Baldwin & Co., LLC 0.88% Add +1.7% 2,051 $1.3M
Hantz Financial Services, Inc. 0.02% Add +90.0% 2,050 $1.3M
Sippican Capital Advisors 0.86% Add +1.2% 2,037 $1.3M
Community Bank of Raymore 0.90% No change 2,036 $1.3M
Invera Wealth Advisors, LLC 0.84% Reduce -9.3% 2,029 $1.3M
Rockbridge Investment Management, LCC 0.12% Reduce -11.6% 2,029 $1.3M
Hager Investment Management Services, LLC 0.72% Add +3.9% 2,016 $1.3M
Sun Financial Inc 0.73% — 2,013 $1.3M
IAM Advisory, LLC 0.29% Add +0.1% 1,998 $1.3M
Connecticut Wealth Management, LLC 0.06% Reduce -10.8% 1,998 $1.3M
Fox Hill Wealth Management 0.61% No change 1,997 $1.3M
Semper Augustus Investments 0.15% Reduce -42.0% 1,994 $1.3M
Jamison Private Wealth Management, Inc. 0.16% Add +2.7% 1,985 $1.3M
Azimuth Capital Investment Management LLC 0.05% Add +0.8% 1,984 $1.3M
Chapin Davis, Inc. 0.30% Reduce -83.9% 1,981 $1.3M
Aries Wealth Management 0.29% No change 1,980 $1.3M
Sentry LLC 0.35% No change 1,977 $1.3M
Park Edge Advisors, LLC 0.29% Reduce -10.7% 1,974 $1.3M
Confluence Wealth Services, Inc. 0.05% Reduce -10.8% 1,968 $1.3M
McCarter Private Wealth Services LLC 0.58% Add +3.1% 1,966 $1.3M
Everett Harris & Co. 0.02% Add +3.9% 1,965 $1.3M
Rehmann Capital Advisory Group 0.07% Add +49.1% 1,965 $1.3M
Cardinal Point Capital Management ULC 0.08% Add +30.0% 1,956 $1.3M
Acorns Advisers, LLC 0.01% Add +10.4% 1,956 $1.3M
Calamos Wealth Management LLC 0.04% Reduce -2.5% 1,951 $1.3M
Dara Capital Us, Inc. 1.12% — 1,944 $1.3M
Thayer Partners, LLC / MA 0.62% — 1,935 $1.3M
PDS Planning, Inc 0.08% Add +11.7% 1,933 $1.3M
Perbak Capital Partners LLP 0.39% New 1,931 $1.3M
Livforsakringsbolaget Skandia, Omsesidigt 0.05% No change 1,926 $1.3M
Farmers & Merchants Investments Inc. 0.03% Reduce -2.1% 1,925 $1.3M
Zions Bancorporation, National Association 0.06% Add +41.4% 1,916 $1.3M
Beck Mack & Oliver LLC 0.02% Reduce -4.8% 1,915 $1.3M
Sivia Capital Partners, LLC 0.25% Add +40.1% 1,913 $1.3M
KLCM Advisors, Inc. 0.11% Reduce -0.9% 1,910 $1.2M
KRS Capital Management, LLC 0.72% Add +3.0% 1,909 $1.2M
Lighthouse Financial LLC 0.81% Add +0.2% 1,907 $1.2M
Premier Path Wealth Partners, LLC 0.16% Add +8.1% 1,904 $1.2M
Monarch Capital Management Inc. 0.31% Reduce -3.5% 1,899 $1.2M
Wealth Dimensions Group, Ltd. 0.25% Add +1.4% 1,895 $1.2M
Waddell & Associates, LLC 0.08% Add +11.8% 1,891 $1.2M
NFSG Corp 0.19% Add +16.8% 1,889 $1.2M
Greenspring Advisors, LLC 0.08% New 1,887 $1.2M
Keel Point, LLC 0.07% Add +5.5% 1,884 $1.2M
First National Bank & Trust Co. of Newtown 0.22% Reduce -2.6% 1,877 $1.2M
Shelton Capital Management 0.02% No change 1,876 $1.2M
First National Bank of Omaha 0.04% Add +90.1% 1,863 $1.2M
Hilltop Holdings Inc. 0.07% Reduce -18.6% 1,872 $1.2M
TBH Global Asset Management, LLC 0.20% Add +9.0% 1,862 $1.2M
Wealth Enhancement Trust Services, Inc. 0.15% — 1,861 $1.2M
Darden Wealth Group Inc 0.59% Add +28.8% 1,856 $1.2M
Ellevest, Inc. 0.17% Reduce -2.0% 1,854 $1.2M
Dnca Finance 0.07% New 1,850 $1.2M
Jump Financial, LLC 0.02% Add +11.5% 1,846 $1.2M
King Wealth Management Group 0.14% Add +34.7% 1,840 $1.2M
MWA Asset Management 0.67% Add +41.1% 1,837 $1.2M
NTV Asset Management LLC 0.13% Reduce -0.1% 1,832 $1.2M
Prosperity Consulting Group, LLC 0.05% Add +81.7% 1,831 $1.2M
Pinnacle Wealth Planning Services, Inc. 0.12% Add +1.4% 1,829 $1.2M
Courier Capital LLC 0.07% Reduce -3.0% 1,825 $1.2M
1248 Management, LLC 0.64% No change 1,825 $1.2M
Tableaux LLC 0.84% Reduce -43.8% 1,686 $1.2M
Catalyst Financial Partners LLC 0.13% Add +15.0% 1,820 $1.2M
Silverleafe Capital Partners, LLC 0.35% Add +169.2% 1,820 $1.2M
Magnolia Capital Advisors LLC 0.25% Add +8.3% 1,819 $1.2M
PCM Encore, LLC 0.25% — 1,819 $1.2M
Braeburn Wealth Management LLC 0.61% — 1,818 $1.2M
Buckland Partners Management Co LLC 0.66% — 1,812 $1.2M
Purkiss Capital Advisors LLC 0.55% New 1,810 $1.2M
Qsemble Capital Management, LP 0.10% Reduce -26.4% 1,810 $1.2M
Wincap Financial LLC 0.81% No change 1,804 $1.2M
Howe & Rusling Inc. 0.08% Add +83.2% 1,803 $1.2M
Harvey Investment Co. LLC 0.13% No change 1,800 $1.2M
Private Trust Co. NA 0.10% Add +14.5% 1,796 $1.2M
BOK Financial Private Wealth, Inc. 0.07% Reduce -0.4% 1,794 $1.2M
Annis Gardner Whiting Capital Advisors, LLC 0.22% Add +10.9% 1,793 $1.2M
Strategic Blueprint, LLC 0.07% Reduce -34.9% 1,792 $1.2M
Koss-Olinger Consulting, LLC 0.09% Reduce -1.2% 1,788 $1.2M
Wulff, Hansen & Co. 0.98% Reduce -2.8% 1,784 $1.2M
Burke & Herbert Bank & Trust Co. 0.32% No change 1,783 $1.2M
ZEGA Investments, LLC 0.23% Add +3.3% 1,778 $1.2M
Exencial Wealth Advisors, LLC 0.04% Add +13.6% 1,777 $1.2M
Anchyra Partners LLC 0.36% — 1,776 $1.2M
Integrity Alliance, Llc. 0.04% Add +236.8% 1,775 $1.2M
Strategy Asset Managers LLC 0.19% Reduce -1.8% 1,775 $1.2M
Sandbox Financial Partners, LLC 0.32% Add +9.0% 1,773 $1.2M
Delta Investment Management, LLC 0.20% Add +2.7% 1,770 $1.2M
Capital Square, LLC 0.59% Reduce -5.3% 1,768 $1.2M
HighVista Strategies LLC 0.30% Add +7.2% 1,768 $1.2M
Parsons Capital Management Inc. 0.06% Add +1.5% 1,768 $1.2M
BBR Partners, LLC 0.06% Add +12.1% 1,767 $1.2M
Red Door Wealth Management, LLC 0.12% Add +82.8% 1,764 $1.2M
International Private Wealth Advisors LLC 0.73% Add +47.7% 1,762 $1.2M
Ignite Planners, LLC 0.18% Add +67.0% 1,582 $1.1M
Breakwater Capital Group 0.16% Reduce -5.8% 1,757 $1.1M
HCR Wealth Advisors 0.11% Add +75.2% 1,745 $1.1M
Guardian Partners Inc. 0.09% New 1,531 $1.1M
Bison Wealth, LLC 0.13% Add +29.2% 1,322 $1.1M
Scientech Research LLC 0.71% Add +103.0% 1,719 $1.1M
Personal Cfo Solutions, LLC 0.18% Add +4.6% 1,702 $1.1M
Constitution Capital LLC 0.52% No change 1,697 $1.1M
TFC Financial Management, Inc. 0.14% Reduce -3.5% 1,687 $1.1M
DLK Investment Management, LLC 0.41% No change 1,684 $1.1M
FORM Wealth Advisors, LLC 0.13% — 1,679 $1.1M
Lifeworks Advisors, LLC 0.14% New 1,675 $1.1M
SYM FINANCIAL Corp 0.11% Add +1.0% 1,662 $1.1M
Financial Enhancement Group LLC 0.14% Reduce -4.9% 1,622 $1.1M
Cadent Capital Advisors, LLC 0.29% Reduce -54.6% 1,653 $1.1M
Belpointe Asset Management LLC 0.04% Add +8.1% 1,651 $1.1M
MIdWestOne Financial Group, Inc. 0.12% Reduce -4.6% 1,647 $1.1M
Mizuho Markets Cayman LP 0.05% New 1,646 $1.1M
Wealth Effects LLC 0.33% Reduce -3.0% 1,633 $1.1M
WASHINGTON TRUST Co 0.03% Add +0.3% 1,633 $1.1M
Schulhoff & Co. Inc. 0.45% No change 1,631 $1.1M
Anchor Investment Management, LLC 0.09% Reduce -0.4% 1,627 $1.1M
Checchi Capital Advisers, LLC 0.07% Add +4.3% 1,624 $1.1M
Bryn Mawr Trust Advisors, LLC 0.05% Add +0.6% 1,623 $1.1M
Alps Advisors Inc. 0.01% Add +17.6% 1,620 $1.1M
NBT Bank, N.A. 0.07% Reduce -4.0% 3,363 $1.1M
Wesleyan Assurance Society 0.06% Reduce -38.3% 1,613 $1.1M
Sheets Smith Wealth Management 0.12% Add +1.8% 1,611 $1.1M
PKS Advisory Services, LLC 0.24% Add +4.5% 1,610 $1.1M
Cambient Family Office, LLC 0.15% — 1,609 $1.1M
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +38.9% 1,607 $1.1M
Central Pacific Bank - Trust Division 0.13% Reduce -17.8% 1,605 $1.0M
Monetta Financial Services Inc. 0.75% New 1,600 $1.0M
Rational Advisors, Inc. 0.11% New 1,600 $1.0M
Cullen Capital Management, LLC 0.01% No change 1,600 $1.0M
Point72 Asset Management 0.00% New 1,600 $1.0M
Mitchell McLeod Pugh & Williams Inc. 0.15% Reduce -16.3% 1,339 $1.0M
Diversify Advisory Services, LLC 0.03% Reduce -7.7% 1,531 $1.0M
Independence Bank of Kentucky 0.13% Add +28.2% 1,594 $1.0M
WealthTrust Axiom LLC 0.27% Reduce -0.9% 1,588 $1.0M
Stableford Capital II LLC 0.37% Reduce -2.4% 1,587 $1.0M
Crawford Investment Counsel Inc. 0.02% Reduce -4.2% 1,585 $1.0M
Fiduciary Group, LLC 0.09% No change 1,584 $1.0M
Missouri Trust & Investment Co 0.30% No change 1,575 $1.0M
Howard Financial Services, LTD. 0.12% Add +95.8% 1,570 $1.0M
Genesis Financial Group, LLC 0.59% — 1,567 $1.0M
Seelaus Asset Management LLC 0.82% Add +6.8% 1,564 $1.0M
Sig Brokerage, LP 0.34% New 1,564 $1.0M
XML Financial, LLC 0.08% Add +32.2% 1,560 $1.0M
RB Capital Management, LLC 0.21% Add +11.4% 1,558 $1.0M
Bourgeon Capital Management LLC 0.17% New 1,557 $1.0M
Stratos Wealth Advisors, LLC 0.05% Add +10.3% 1,556 $1.0M
AlphaGrep UK Ltd 0.34% — 1,556 $1.0M
Parcion Private Wealth LLC 0.06% Add +27.6% 1,552 $1.0M
Crystal Rock Capital Management 0.54% Reduce -15.1% 1,550 $1.0M
MTM Investment Management, LLC 0.32% Add +1.1% 1,547 $1.0M
Quotient Wealth Partners, LLC 0.03% Add +5.1% 1,536 $1.0M
Farmers Trust Co. 0.16% Reduce -2.0% 1,534 $1.0M
Stanley-Laman Group, Ltd. 0.13% New 1,533 $1.0M
44 Wealth Management LLC 0.34% No change 1,531 $1.0M
Cohen Capital Management, Inc. 0.15% No change 1,530 $1000K
Platform Technology Partners 0.21% Reduce -1.4% 1,529 $999K
Slow Capital, Inc. 0.12% Add +36.5% 1,516 $991K
Pathway Wealth Management LLC 0.90% — 1,515 $990K
McLaughlin Asset Management, Inc. 0.89% — 1,513 $989K
KCM Investment Advisors LLC 0.03% Add +1.3% 1,510 $987K
United Capital Management of KS, Inc. 0.14% New 1,504 $983K
OpenArc Corporate Advisory, LLC 0.02% — 1,504 $983K
Hunter Associates Investment Management LLC 0.13% Reduce -1.4% 1,501 $982K
Wilmar Advisors LLC 0.77% New 1,500 $980K
Pacific Point Advisors, LLC 0.52% New 1,500 $980K
Portland Investment Counsel Inc. 0.30% Add +150.0% 1,500 $980K
Ascentis Independent Advisors 0.16% Add +13.0% 1,495 $977K
Cove Private Wealth, LLC 0.29% New 1,487 $972K
GC Wealth Management RIA, LLC 0.04% Reduce -66.0% 1,487 $972K
Strategic Investment Solutions, Inc. 0.23% Add +11.2% 1,484 $970K
Formidable Asset Management, LLC 0.14% Reduce -19.1% 1,577 $970K
Shepherd Street Advisors LLC 0.93% — 1,484 $970K
Penobscot Investment Management Company, Inc. 0.07% No change 1,479 $967K
Traphagen Investment Advisors LLC 0.08% Add +4.0% 1,475 $964K
Bailard, Inc. 0.02% Add +2.8% 1,472 $962K
Adirondack Trust Co. 0.32% Add +0.3% 1,472 $962K
Lantz Financial LLC 0.20% Add +5.8% 1,470 $961K
BankChampaign, National Association 0.94% — 1,466 $958K
Fortem Financial Group, LLC 0.26% Add +25.7% 1,466 $958K
Trust Point Inc. 0.08% Add +1.3% 1,466 $958K
AMG National Trust Bank 0.02% Reduce -1.3% 1,465 $957K
Old Port Advisors 0.24% Reduce -0.5% 1,464 $957K
Arthur M. Cohen & Associates, LLC 0.16% Add +21.6% 1,464 $957K
Colonial Trust Co / SC 0.13% Add +0.1% 1,464 $957K
Matisse Capital 0.43% Add +10.7% 1,463 $956K
Pincus Capital Management, LP 0.64% — 1,461 $955K
Evelyn Partners Investment Management LLP 0.03% No change 1,460 $954K
Venturi Wealth Management, LLC 0.04% Add +4.1% 1,459 $953K
Tactive Advisors, LLC 0.28% Add +13.6% 1,455 $951K
Empire Financial Management Company, LLC 0.21% Add +1.0% 1,453 $950K
Integrated Advisors Network LLC 0.04% Reduce -24.5% 1,453 $949K
Pring Turner Capital Group Inc. 0.59% Reduce -0.6% 1,448 $946K
Wealth Intelligence, LLC 0.47% — 1,446 $945K
Prescott Group Capital Management, L.L.C. 0.09% New 1,446 $945K
Conning Inc. 0.03% Reduce -16.3% 1,446 $945K
Frec Markets, Inc. 0.28% — 1,443 $944K
Horizon Kinetics Asset Management LLC 0.01% Reduce -3.4% 1,443 $943K
Clarius Group, LLC 0.05% Add +6.0% 1,440 $941K
First Foundation Advisors 0.04% Add +95.4% 1,434 $937K
Sovereign Financial Group, Inc. 0.17% Reduce -17.2% 1,433 $937K
Putney Financial Group LLC 0.87% No change 1,431 $935K
Acorn Financial Advisory Services Inc. 0.14% Add +7.6% 1,427 $933K
Muhlenkamp & Co. Inc. 0.25% No change 1,426 $932K
BSW Wealth Partners 0.11% Reduce -3.3% 1,422 $929K
Addison Advisors LLC 0.21% Reduce -0.6% 1,403 $917K
XTX Topco Ltd 0.02% New 1,403 $917K
Oakmont Investment Advisors, Inc. 0.67% — 1,393 $910K
Symphony Financial, Ltd. Co. 0.12% Add +120.5% 1,380 $907K
Fortitude Advisory Group L.L.C. 0.38% Add +35.0% 1,381 $903K
Nalls Sherbakoff Group, LLC 0.65% No change 1,381 $903K
Kingsman Wealth Management, Inc. 0.49% Add +8.9% 1,380 $902K
Schnieders Capital Management, Llc. 0.14% Reduce -10.1% 1,379 $901K
Empirical Asset Management, LLC 0.25% Reduce -0.5% 8,059 $901K
Kimelman & Baird, LLC 0.07% Reduce -32.6% 1,378 $901K
Kaufman Rossin Wealth, LLC 0.47% Reduce -1.6% 1,374 $898K
Curated Wealth Partners LLC 0.10% Add +90.5% 1,368 $894K
L2 Asset Management, LLC 0.12% Add +7.0% 1,365 $892K
Twin Tree Management, LP 0.09% New 1,362 $890K
Earned Wealth Advisors, LLC 0.06% Add +37.9% 1,361 $890K
Murphy & Mullick Capital Management Corp 0.64% Add +0.4% 1,361 $890K
Colonial Trust Advisors 0.07% Reduce -3.5% 1,351 $883K
Advyzon Investment Management, LLC 0.10% Add +174.9% 1,347 $880K
Silver Oak Securities, Incorporated 0.06% Add +11.7% 1,332 $879K
Birch Hill Investment Advisors LLC 0.04% Reduce -1.8% 1,344 $878K
Delta Asset Management LLC 0.08% No change 1,341 $876K
Weaver Consulting Group 0.21% Add +0.1% 1,339 $875K
Curbstone Financial Management Corp 0.17% No change 1,336 $873K
Bingham Private Wealth, LLC 0.75% — 1,334 $872K
Ameriflex Group, Inc. 0.45% Add +28.5% 1,331 $870K
Chilton Investment Co. Inc. 0.02% Add +1.7% 1,331 $870K
Costello Asset Management, INC 0.29% Add +6.9% 1,328 $868K
Byrne Asset Management LLC 0.49% New 1,327 $867K
Advisor OS, LLC 0.07% Reduce -6.5% 1,323 $865K
Cornerstone Wealth Group, LLC 0.06% Reduce -2.7% 1,322 $864K
Wealth Group, Ltd. 0.84% — 1,320 $863K
J.Safra Asset Management Corp 0.05% Add +3.7% 1,320 $863K
Millstone Evans Group, LLC 0.51% Add +1.3% 1,315 $859K
TritonPoint Partners, LLC 0.46% — 1,312 $857K
Swisher Financial Concepts, Inc. 0.48% Add +3.3% 1,306 $854K
Providence First Trust Co 0.30% New 1,306 $854K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.41% No change 1,300 $850K
Infrastructure Capital Advisors, LLC 0.14% New 1,300 $850K
Holderness Investments Co. 0.17% Add +7.3% 1,295 $846K
MMBG Investment Advisors Co. 0.07% Add +48.9% 1,295 $846K
Hills Bank & Trust Co 0.05% Reduce -2.3% 1,294 $846K
Northside Capital Management, LLC 0.07% No change 1,287 $841K
Wealth Management Associates, Inc. 0.29% Reduce -0.8% 1,285 $840K
Analyst IMS Investment Management Services Ltd. 0.02% New 1,284 $839K
Van Hulzen Asset Management, LLC 0.06% Reduce -3.1% 1,282 $838K
Founders Financial Alliance, LLC 0.16% Add +7.6% 1,279 $836K
MassMutual Private Wealth & Trust, FSB 0.02% Add +2.8% 1,279 $836K
Dynamic Technology Lab Private Ltd 0.19% Add +202.1% 1,275 $833K
Armstrong, Fleming & Moore, Inc 0.38% No change 1,273 $832K
Resonant Capital Advisors, LLC 0.05% Reduce -0.7% 1,269 $829K
Ashton Thomas Securities, LLC 0.16% Add +260.9% 1,263 $825K
Carnegie Lake Advisors LLC 0.31% Reduce -0.5% 1,258 $822K
Westpac Banking Corp. 0.05% Reduce -66.2% 1,256 $821K
Legacy Advisors, LLC 0.09% Add +49.9% 1,256 $821K
Accredited Investors Inc. 0.04% Add +8.2% 1,252 $818K
DKRT Investments Corp. 0.23% No change 1,250 $817K
Harbor Advisors LLC 0.12% No change 1,250 $817K
Hengehold Capital Management LLC 0.07% Add +2.1% 1,246 $814K
Cambria Investment Management, L.P. 0.05% Add +263.3% 1,246 $814K
First National Bank of Hutchinson 0.48% Add +2.1% 1,245 $814K
Clear Creek Financial Management, LLC 0.07% Add +22.4% 1,244 $813K
MJP Associates Inc. 0.10% Add +2.6% 1,242 $812K
Bath Savings Trust Co 0.08% Reduce -1.0% 1,241 $810K
First Bancorp, Inc 0.43% Reduce -10.8% 1,237 $808K
Money Concepts Capital Corp. 0.05% Add +47.4% 1,231 $805K
First United Bank & Trust 0.26% Add +22.4% 1,231 $805K
Glen Eagle Advisors, LLC 0.11% Reduce -0.2% 1,228 $803K
Kathmere Capital Management, LLC 0.05% Add +33.0% 1,221 $798K
West Family Investments, Inc. 0.19% No change 1,220 $797K
Bridgewater Advisors Inc. 0.05% Add +4.7% 1,193 $797K
Garrett Wealth Advisory Group, LLC 0.15% Add +105.4% 1,216 $795K
Cullinan Associates Inc. 0.05% Reduce -21.4% 1,216 $795K
Meridian Management Co. 0.20% No change 1,209 $790K
Headinvest, LLC 0.16% No change 1,207 $789K
Icon Wealth Advisors, LLC 0.05% Add +57.0% 1,278 $788K
Jacobi Capital Management LLC 0.05% Reduce -32.6% 1,203 $786K
Sandler Capital Management 0.35% New 1,200 $784K
Meitav Investment House Ltd. 0.01% Add +71.4% 1,200 $784K
Founders Financial Securities LLC 0.05% Add +2.9% 1,197 $782K
Rowlandmiller & Partners.adv 0.15% Add +2.0% 1,194 $780K
Dearborn Partners LLC 0.04% Add +0.9% 1,193 $780K
Gsa Capital Partners LLP 0.07% New 1,192 $779K
Tower Bridge Advisors 0.08% No change 1,184 $774K
Foronjy Financial LLC 0.32% Add +5.5% 1,182 $773K
Childress Capital Advisors, LLC 0.12% Reduce -7.7% 1,182 $772K
Weaver Capital Management LLC 0.16% Add +119.0% 1,176 $769K
Atlanta Consulting Group Advisors, LLC 0.17% Reduce -0.2% 1,175 $768K
Shepherd Financial Partners LLC 0.07% Add +12.0% 1,173 $766K
Allegheny Financial Group 0.11% Add +0.1% 1,172 $766K
Aspire Growth Partners LLC 0.53% Add +1.5% 1,172 $766K
Berger Financial Group, Inc 0.04% Add +18.6% 1,169 $764K
Cassaday & Co Wealth Management LLC 0.02% Reduce -1.9% 1,169 $764K
High Net Worth Advisory Group LLC 0.18% Add +158.2% 1,167 $763K
LBMC Investment Advisors, LLC 0.05% No change 1,167 $763K
Westover Capital Advisors, LLC 0.14% Reduce -0.3% 1,161 $759K
Fagan Associates, Inc. 0.10% Add +7.4% 1,159 $757K
Annex Advisory Services, LLC 0.01% Add +24.9% 1,157 $756K
Apella Capital, LLC 0.01% Add +4.3% 1,154 $754K
Boston Trust Walden Corp 0.01% Reduce -7.0% 1,152 $753K
Investment Counsel Co. of Nevada 1.62% Reduce -8.9% 1,151 $752K
Trust Co. of Toledo NA 0.07% Add +2.1% 1,150 $752K
Quent Capital, LLC 0.05% Add +3.1% 1,149 $751K
Red Reef Advisors LLC 0.76% — 1,146 $749K
a16z Perennial Management, L.P. 0.06% Add +18.1% 1,146 $749K
Private Wealth Asset Management, LLC 0.08% Add +230.0% 1,145 $748K
Pure Financial Advisors, LLC 0.01% Add +54.6% 1,144 $748K
Sunflower Bank, N.A. 0.19% Reduce -1.9% 1,141 $746K
Bahl & Gaynor LLC 0.00% Add +5.6% 1,138 $744K
Wiregrass Investment Management LLC 0.62% — 1,137 $743K
M1 Capital Management LLC 0.31% No change 1,136 $743K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.19% Add +68.2% 1,135 $742K
Wharton Business Group, LLC 0.03% No change 1,135 $742K
SmartHarvest Portfolios, LLC 0.26% — 1,134 $741K
MCF Advisors LLC 0.04% Add +117.5% 1,131 $739K
FOCUS Wealth Advisors, LLC 0.34% Reduce -2.3% 1,129 $738K
BCS Wealth Management 0.07% Add +102.3% 1,127 $737K
RPS Advisory Solutions LLC 0.35% Add +22.5% 1,120 $732K
Pettee Investors, Inc. 0.41% No change 1,119 $731K
Advus Financial Partners, LLC 0.18% Reduce -16.7% 1,119 $731K
Oxford Financial Group, LTD. LLC 0.04% Reduce -59.5% 1,115 $729K
Signature Estate & Investment Advisors LLC 0.01% Reduce -17.9% 1,114 $728K
Buttonwood Financial Advisors Inc. 0.24% Reduce -1.2% 1,111 $726K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% New 1,106 $723K
Taylor Financial Group, Inc. 0.42% No change 1,105 $722K
Traynor Capital Management, Inc. 0.04% Add +29.3% 1,104 $721K
LMCG Investments, LLC 0.04% Add +2.2% 1,102 $720K
NCP Inc. 0.58% Reduce -2.0% 1,100 $719K
Marks Group Wealth Management, Inc 0.07% Add +11.6% 1,100 $719K
American State Bank (Iowa) 0.35% No change 1,099 $718K
Stenger Family Office, LLC 0.15% New 1,098 $718K
Addison Capital Co 0.18% No change 1,093 $715K
Regal Investment Advisors LLC 0.04% Add +22.0% 1,092 $713K
Rodgers Brothers Inc. 0.09% No change 1,091 $713K
Turtle Creek Wealth Advisors, LLC 0.06% Reduce -4.5% 1,091 $713K
Greenline Wealth Management LLC 0.74% — 1,090 $712K
Procyon Advisors, LLC 0.04% Add +28.4% 1,089 $712K
SVB Wealth LLC 0.04% Reduce -16.6% 1,085 $709K
Petra Financial Advisors Inc. 0.42% Add +4.1% 1,083 $708K
Caldwell Trust Co 0.06% No change 1,081 $707K
Kennedy Investment Group, Inc. 0.27% Add +155.9% 1,080 $706K
Unique Wealth Strategies, LLC 0.28% Reduce -3.3% 1,079 $705K
Calton & Associates, Inc. 0.10% Add +9.0% 1,074 $702K
Old National Bancorp 0.01% Reduce -12.0% 1,074 $702K
Lombard Odier Asset Management (USA) Corp 0.38% New 1,072 $701K
E Fund Management (Hong Kong) Co., Ltd. 0.24% Add +46300.0% 928 $701K
Wealth Alliance, LLC 0.07% Add +13.6% 1,070 $700K
Beacon Investment Advisory Services, Inc. 0.03% Reduce -1.2% 1,070 $699K
Souders Financial Advisors 0.08% Reduce -0.3% 1,069 $699K
Arcus Capital Partners, LLC 0.25% Reduce -48.6% 1,066 $697K
Greenwich Wealth Management LLC 0.03% Reduce -4.1% 1,064 $695K
AlTi Global, Inc. 0.01% Add +0.8% 1,062 $694K
Boyd Watterson Asset Management LLC 0.20% Add +4.7% 1,061 $693K
Essex Bank 0.15% Add +6.7% 1,061 $693K
Osborne Partners Capital Management, LLC 0.04% Reduce -10.6% 1,060 $693K
HFG Advisors, Inc. 0.50% No change 1,059 $692K
DGS Capital Management, LLC 0.12% Add +16.9% 1,057 $691K
Regent Peak Wealth Advisors LLC 0.14% Add +8.9% 1,056 $690K
TCI Wealth Advisors, Inc. 0.04% Reduce -12.9% 1,056 $690K
Alpha Cubed Investments, LLC 0.02% Reduce -6.3% 1,055 $690K
Argonautica Private Wealth Management, Inc. 0.20% New 1,055 $690K
New Wave Wealth Advisors LLC 0.25% Reduce -3.8% 1,051 $687K
Walker Asset Management, LLC 0.37% Reduce -1.7% 1,049 $686K
Fulton Bank, N.A. 0.02% Add +14.9% 1,049 $686K
Hanson & Doremus Investment Management 0.08% Add +36.6% 1,048 $685K
Sax Wealth Advisors, LLC 0.03% Add +29.5% 1,048 $685K
Facet Wealth, Inc. 0.01% Add +140.8% 961 $684K
Armstrong Advisory Group, Inc. 0.05% Add +7.7% 1,046 $684K
Bank of New Hampshire 0.15% No change 1,046 $684K
Newman Dignan & Sheerar, Inc. 0.14% Add +44.9% 1,043 $682K
Alta Advisers Ltd 0.25% Reduce -21.2% 1,042 $681K
SteelPeak Wealth, LLC 0.02% Reduce -81.7% 1,042 $681K
Asahi Life Asset Management Co., LTD. 0.38% Add +196.6% 1,041 $680K
DUTCH ASSET Corp 0.52% — 1,041 $680K
Silverberg Bernstein Capital Management LLC 0.39% No change 1,040 $680K
Sagewood Asset Management LP 0.24% — 1,037 $678K
Financiere des Professionnels - Fonds d'investissement inc. 0.04% New 1,037 $678K
First Command Advisory Services, Inc. 0.00% Add +94.5% 1,035 $676K
Interchange Capital Partners, LLC 0.13% Add +11.2% 1,034 $676K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -6.6% 1,034 $676K
Continuum Wealth Advisors, LLC 0.26% Reduce -1.0% 1,034 $676K
Gateway Wealth Partners, LLC 0.08% Add +166.9% 1,033 $675K
GeoWealth Management, LLC 0.02% Add +23.4% 1,032 $674K
waypoint wealth counsel 0.25% Add +5.8% 1,029 $673K
Focus Financial Network, Inc. 0.02% Add +25.2% 1,028 $672K
Corps Capital Advisors, LLC 0.70% New 1,028 $672K
Independent Investors Inc. 0.12% No change 1,027 $671K
Intelligence Driven Advisers, LLC 0.10% Add +2.0% 1,027 $671K
Kera Capital Partners, Inc. 0.08% Add +7.8% 923 $670K
Brandywine Oak Private Wealth LLC 0.06% Reduce -2.2% 1,026 $670K
Peak Retirement Planning, Inc. 0.16% Add +7.8% 1,026 $670K
First Heartland Consultants, Inc. 0.05% Reduce -2.9% 1,021 $667K
Nations Financial Group Inc, /Ia/ 0.04% Add +56.8% 1,016 $664K
Chancellor Financial Group WB LP 0.45% No change 1,016 $664K
Caerus Investment Advisors, LLC 0.22% Reduce -4.3% 1,015 $663K
Compass Wealth Management, LLC 0.27% No change 1,011 $661K
Autumn Glory Partners, LLC 0.23% Add +98.0% 1,010 $660K
American Financial Advisors, LLC 0.09% No change 1,007 $658K
FSA Advisors, Inc. 0.45% Add +43.4% 1,001 $654K
Capital Advisors Wealth Management, LLC 0.09% Add +2.3% 1,000 $654K
Cooper Financial Group 0.07% Add +2.0% 998 $652K
Forefront Wealth Partners, LLC 0.31% Add +1.5% 997 $652K
North Star Investment Management Corp. 0.04% Add +1.6% 997 $652K
New Republic Capital, LLC 0.17% Add +77.2% 996 $651K
Strategic Planning, Inc. 0.35% Reduce -0.8% 996 $651K
Whalerock Point Partners, LLC 0.13% Add +60.7% 993 $649K
Monte Financial Group, LLC 0.24% Add +6.8% 992 $648K
Tempo Wealth, LLC 0.12% — 990 $647K
Clear Harbor Asset Management, LLC 0.04% Add +41.1% 989 $646K
Brown Miller Wealth Management, LLC 0.18% Add +0.8% 988 $646K
Channel Wealth LLC 0.16% Add +102.5% 988 $646K
Check Capital Management Inc. 0.04% No change 988 $646K
Dudley Capital Management, LLC 0.28% Add +1.0% 987 $645K
Davis R M Inc. 0.01% Add +0.7% 987 $645K
Exchange Bank 0.45% Add +0.2% 985 $644K
Simplicity Wealth,LLC 0.04% Reduce -19.7% 985 $644K
Smith Shellnut Wilson LLC 0.25% Reduce -4.8% 984 $643K
NorthCoast Asset Management LLC 0.01% Reduce -88.6% 983 $643K
Howard Capital Management Group, LLC 0.04% Add +17.6% 983 $642K
Northstar Group, Inc. 0.09% No change 982 $642K
Mindset Wealth Management, LLC 0.17% Add +15.4% 980 $641K
Portside Wealth Group, LLC 0.09% Add +62.8% 980 $640K
Columbia Asset Management 0.11% Add +0.2% 979 $640K
Key Financial Inc 0.12% No change 978 $639K
Tompkins Financial Corp. 0.05% Reduce -5.7% 976 $638K
Moss Adams Wealth Advisors LLC 0.05% Add +4.2% 975 $637K
Nicolet Advisory Services, LLC 0.04% Add +0.1% 996 $637K
SJS Investment Consulting Inc. 0.08% Add +2.0% 974 $637K
Carret Asset Management, LLC 0.06% Reduce -3.5% 973 $636K
Fulcrum Equity Management 0.61% Add +1.5% 968 $633K
LifePlan Investment Advisors, Inc. 0.26% Add +11.7% 968 $633K
Atticus Wealth Management, LLC 0.16% Reduce -0.7% 967 $632K
Intrinsic Value Partners, LLC 0.47% Reduce -15.6% 966 $631K
Parkwoods Wealth Partners, LLC 0.18% Add +7.8% 962 $629K
Coastal Bridge Advisors, LLC 0.05% Reduce -1.2% 959 $627K
Fortress Private Ledger, LLC 0.21% Add +19.1% 959 $627K
Heartland Bank & Trust Co 0.27% Reduce -1.4% 959 $627K
Silverlake Wealth Management LLC 0.14% Reduce -4.0% 958 $626K
First National Trust Co 0.02% Add +4.8% 958 $626K
Becker Capital Management Inc. 0.02% Add +0.2% 957 $625K
HTG Investment Advisors, Inc. 0.19% Reduce -0.3% 956 $625K
Aspiriant, LLC 0.02% Add +18.4% 953 $623K
Mechanics Bank Trust Department 0.08% Reduce -5.5% 953 $623K
Wescott Financial Advisory Group, LLC 0.05% Reduce -3.8% 952 $622K
Brooks, Moore & Associates, Inc. 0.31% No change 951 $622K
CWC Advisors, LLC. 0.30% Reduce -0.6% 951 $622K
Hazlett, Burt & Watson, Inc. 0.20% Add +10.1% 940 $616K
Ameritas Advisory Services, LLC 0.02% Reduce -55.4% 942 $616K
Cullen Investment Group, LTD. 0.08% Reduce -5.4% 989 $616K
Ironwood Investment Counsel, LLC 0.09% No change 941 $615K
Waldron Private Wealth LLC 0.02% Add +0.6% 938 $613K
Machina Capital S.A.S. 0.12% Reduce -59.5% 937 $612K
Tiemann Investment Advisors, LLC 0.24% Reduce -5.6% 935 $611K
Waterway Wealth Management, LLC 0.14% New 934 $610K
VERITY Wealth Advisors 0.38% No change 933 $610K
Mairs & Power Inc. 0.01% Reduce -6.7% 933 $610K
Norden Group LLC 0.06% Add +25.1% 932 $609K
Athena Investment Management 0.31% Reduce -9.0% 932 $609K
Stonehearth Capital Management, LLC 0.23% Reduce -0.8% 932 $609K
Avity Investment Management Inc. 0.04% No change 932 $609K
HHM Wealth Advisors, LLC 0.07% Add +2.4% 931 $608K
Partners in Financial Planning 0.10% No change 930 $608K
Novem Group 0.07% Add +20.0% 930 $608K
Cannell & Spears LLC 0.01% Add +0.4% 928 $607K
Center for Financial Planning, Inc. 0.06% Add +0.7% 927 $606K
Allegiance Financial Group Advisory Services LLC 0.13% Add +19.3% 926 $605K
Avidian Wealth Enterprises, LLC 0.02% Add +7.6% 925 $604K
Thompson Siegel & Walmsley LLC 0.01% No change 923 $603K
Tradition Wealth Management, LLC 0.04% Add +18.5% 922 $603K
Simon Quick Advisors, LLC 0.03% Reduce -1.6% 922 $603K
Yoffe Investment Management, LLC 0.77% No change 921 $602K
Peterson Wealth Services 0.15% Reduce -54.1% 921 $602K
Claro Advisors Inc. 0.08% Reduce -0.5% 920 $601K
Bank of Marin 0.42% Reduce -4.3% 920 $601K
Uniting Wealth Partners, LLC 0.18% Add +25.0% 919 $601K
Van Cleef Asset Management,Inc 0.06% No change 919 $601K
Nordwand Advisors, LLC 0.10% New 916 $599K
Certuity, LLC 0.04% Reduce -4.4% 915 $598K
Petros Family Wealth, LLC 0.40% Add +3.0% 915 $598K
Plan A Wealth LLC 0.29% Add +1.1% 914 $597K
Moller Wealth Partners 0.13% No change 914 $597K
Vega Investment Solutions 0.09% — 913 $597K
Wealthquest Corp 0.05% New 913 $597K
Heritage Wealth Management, Inc. 0.17% Reduce -7.6% 911 $595K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% Reduce -9.6% 911 $595K
Visionary Wealth Advisors 0.03% Add +16.4% 910 $595K
Spectrum Strategic Capital Management, LLC 0.31% New 906 $592K
Westhampton Capital, LLC 0.28% Add +41.6% 906 $592K
Ceeto Capital Group, LLC 0.17% Reduce -10.0% 904 $591K
OneAscent Financial Services LLC 0.05% Reduce -37.5% 903 $590K
Crew Capital Management, Ltd 0.37% No change 903 $590K
EntryPoint Capital, LLC 0.23% Add +130.9% 903 $590K
Wealth Management Partners, LLC 0.17% Add +27.2% 902 $590K
TCFG Wealth Management, LLC 0.23% Add +1.7% 901 $589K
Valley Brook Capital Group, Inc. 0.39% Add +15.4% 900 $588K
Balefire, LLC 0.11% Add +158.6% 900 $588K
Graham Capital Management, L.P. 0.03% Reduce -73.0% 900 $588K
Magnus Financial Group LLC 0.04% Add +6.5% 898 $587K
Searle & Co. 0.15% No change 896 $586K
Elyxium Wealth, LLC 0.16% Reduce -0.2% 894 $584K
Cyndeo Wealth Partners, LLC 0.03% Add +9.2% 893 $584K
MidFirst Bank 0.05% — 1,807 $583K
Dana Investment Advisors, Inc. 0.02% New 891 $582K
American National Bank & Trust 0.05% No change 889 $581K
Adirondack Capital Advisors, LLC 0.39% — 886 $579K
Heritage Wealth Advisors 0.02% Reduce -2.2% 886 $579K
Victrix Investment Advisors 0.22% Reduce -1.8% 883 $577K
Excalibur Management Corp. 0.21% Reduce -2.9% 883 $577K
Crescent Grove Advisors, LLC 0.05% Reduce -21.8% 882 $577K
Drive Wealth Management, LLC 0.11% Add +22.9% 880 $575K
Lowe Brockenbrough & Co. Inc. 0.03% Reduce -0.6% 880 $575K
Enterprise Financial Services Corp 0.29% Add +2.0% 880 $575K
Worth Asset Management, LLC 0.24% Reduce -68.8% 875 $572K
Lee Johnson Capital Management, LLC 0.20% New 874 $571K
First Bank & Trust 0.09% Reduce -18.7% 874 $571K
Advisory Alpha, LLC 0.02% Reduce -2.6% 871 $569K
Fairfield Financial Advisors, LTD 0.19% Add +77.5% 870 $569K
Riverbend Wealth Management, LLC 0.36% New 867 $567K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +0.1% 866 $566K
Parsonex Advisory Services, Inc. 0.36% Reduce -19.0% 865 $565K
Pointe Capital Management LLC 0.28% Add +2.4% 865 $565K
Family Manage LLC 0.07% New 864 $565K
Waterloo Capital, L.P. 0.04% Reduce -18.4% 861 $563K
Bruce G. Allen Investments, LLC 0.38% Reduce -7.8% 861 $563K
Wolverine Asset Management LLC 0.03% Reduce -14.2% 858 $561K
First Horizon Corp. 0.03% Add +62.7% 856 $559K
Peregrine Asset Advisers, Inc. 0.16% Add +2.4% 851 $556K
Redhawk Wealth Advisors, Inc. 0.06% Add +4.2% 851 $556K
Moneco Advisors, LLC 0.04% Reduce -1.4% 850 $556K
M.E. Allison & Co., Inc. 0.38% No change 846 $553K
Arrow Financial Corp 0.05% Add +3.2% 842 $550K
Eagle Wealth Advisors LLC 0.47% — 841 $550K
First Interstate Bank 0.03% No change 840 $549K
Relyea Zuckerberg Hanson LLC 0.06% Add +8.8% 839 $548K
Chesapeake Capital Corp. 0.46% No change 839 $548K
QTR Family Wealth, LLC 0.24% Add +84.8% 693 $548K
Aire Advisors, LLC 0.10% Add +5.4% 837 $547K
WESPAC Advisors, LLC 0.30% Add +8.8% 836 $546K
Prota Financial, LLC 0.39% — 834 $545K
JB Capital LLC 0.02% Add +37.0% 833 $544K
Nixon Peabody Trust Co. 0.04% No change 830 $542K
Harbour Wealth Management Group, Inc. 0.42% — 829 $542K
Union Savings Bank 0.23% — 827 $540K
Inscription Capital, LLC 0.06% Add +0.2% 822 $537K
Boston Family Office LLC 0.03% New 821 $537K
Verum Partners LLC 0.11% Reduce -2.7% 821 $537K
Portland Global Advisors LLC 0.06% Add +0.6% 820 $536K
Providence Capital Advisors, LLC 0.09% Reduce -7.0% 818 $535K
KG Capital Management 0.14% Add +33.1% 817 $534K
Income Insurance Ltd 0.35% — 816 $533K
Cromwell Holdings LLC 0.29% No change 814 $532K
Roof Eidam Maycock Peralta, LLC 0.12% Reduce -6.8% 814 $532K
Members Trust Co 0.02% Reduce -0.8% 814 $532K
Drake & Associates, LLC 0.11% Add +18.6% 809 $529K
Orange Investment Advisors, Inc. 0.06% Reduce -4.8% 809 $529K
McAdam, LLC 0.02% Reduce -5.5% 808 $528K
Davidson Trust Co. 0.22% No change 808 $528K
Investment Partners Asset Management, Inc. 0.33% Reduce -2.1% 807 $527K
McNamara Financial Services, Inc. 0.10% Reduce -1.1% 807 $527K
Citizens National Bank Trust Department 0.09% No change 807 $527K
Retirement Planning Co of New England, Inc. 0.21% Add +4.7% 804 $525K
Guardian Capital, LLC 0.47% — 803 $525K
Carson Advisory Inc. 0.27% Add +28.3% 802 $524K
Diversified Enterprises, LLC 0.03% Add +35.3% 801 $524K
Acropolis Investment Management, LLC 0.02% Add +79.6% 801 $524K
First Financial Bankshares Inc 0.01% Reduce -76.3% 801 $524K
Mma Asset Management LLC 0.19% Reduce -40.8% 800 $523K
Purpose Unlimited Inc. 0.02% — 800 $523K
Sfmg, LLC 0.04% Reduce -1.7% 799 $522K
Natural Investments, LLC 0.13% Add +4.6% 798 $521K
CYBER HORNET ETFs LLC 0.31% Add +6.6% 794 $519K
LVW Advisors, LLC 0.05% Add +14.6% 793 $518K
Strategic Advisors LLC 0.08% Add +33.3% 792 $518K
Sunbeam Capital Management, LLC 0.31% Add +14.1% 792 $518K
Numerai GP LLC 0.06% Reduce -80.8% 792 $518K
Lee Danner & Bass Inc. 0.04% No change 792 $518K
First PREMIER Bank 0.12% Reduce -0.9% 788 $515K
WJ Financial Advisors LLC 0.46% No change 785 $513K
Bar Harbor Wealth Management 0.03% Add +15.9% 785 $513K
Blume Capital Management, Inc. 0.09% Reduce -2.2% 784 $512K
Signature Wealth Management Partners, LLC 0.25% Add +4.0% 783 $512K
Miramontes Capital, LLC 0.17% — 782 $511K
Private Management Group Inc. 0.01% Add +0.1% 782 $511K
TrinityBridge Ltd 0.01% Reduce -6.7% 781 $511K
Rakuten Securities, Inc. 0.17% Reduce -20.2% 781 $510K
Prosperity Wealth Management, Inc. 0.17% Add +63.2% 780 $510K
NFJ Investment Group, LLC 0.02% New 779 $509K
Johnson & White Wealth Management, LLC 0.22% Reduce -10.1% 778 $509K
AdviceOne Advisory Services, LLC 0.30% Reduce -0.5% 778 $508K
Knightsbridge Asset Management, LLC 0.08% Add +47.5% 773 $505K
Counterpoint Mutual Funds LLC 0.04% New 769 $503K
Ariadne Wealth Management, LP 0.21% Add +22.6% 614 $501K
Worth Financial Advisory Group, LLC 0.24% Reduce -2.9% 766 $501K
Bell & Brown Wealth Advisors, LLC 0.16% Reduce -5.6% 762 $498K
3Chopt Investment Partners, LLC 0.11% No change 762 $498K
AA Financial Advisors, LLC 0.09% Add +7.6% 762 $498K
PVG Asset Management Corp. 1.06% New 760 $497K
GAM Holding AG 0.03% Add +11.4% 759 $496K
Asset Allocation & Management Company, LLC 0.20% No change 759 $496K
Boit C F David 0.21% No change 796 $496K
Abound Wealth Management 0.12% Add +244.1% 757 $495K
Connable Office Inc. 0.05% No change 756 $494K
71 West Capital Partners 0.02% — 755 $493K
Marco Investment Management LLC 0.04% New 751 $491K
Clarion Wealth Managment Partners, LLC 0.45% Reduce -0.1% 750 $490K
Octavia Wealth Advisors, LLC 0.05% Reduce -1.3% 752 $490K
Triglav Investments, D.O.O. 0.03% New 750 $490K
Texas Capital Bank Wealth Management Services Inc 0.03% Add +54.0% 750 $490K
Bannerstone Capital Management, LLC 0.47% — 749 $490K
Everpar Advisors LLC 0.18% Add +6.1% 747 $488K
Trust Co of Kansas 0.22% No change 746 $488K
Presilium Private Wealth, LLC 0.09% Add +0.3% 745 $487K
S.A. Mason LLC 0.19% No change 744 $486K
St. Clair Advisors, LLC 0.13% Reduce -6.5% 744 $486K
Bill Few Associates, Inc. 0.12% Add +3.5% 744 $486K
Kozak & Associates, Inc. 0.09% Reduce -0.4% 780 $486K
Triangle Securities Wealth Management 0.10% Reduce -4.4% 741 $484K
Milestone Asset Management, LLC 0.09% Add +1.4% 737 $482K
ORG Partners LLC 0.09% Add +16.6% 737 $482K
Aberdeen Wealth Management LLC 0.22% Add +5.6% 736 $481K
Global Trust Asset Management, LLC 0.19% Add +407.6% 736 $481K
Quantum Portfolio Management LLC 0.21% New 735 $480K
MBL Wealth, LLC 0.04% Add +10.9% 734 $480K
Lakeridge Wealth Management LLC 0.22% Add +4.0% 733 $479K
Financial Insights, Inc. 0.16% Reduce -17.4% 733 $479K
Robertson Stephens Wealth Management, LLC 0.01% Add +27.8% 732 $479K
Walser Wealth Management Company, A Ltd Liability Co 0.25% — 732 $479K
Beaumont Financial Advisors, LLC 0.03% Reduce -0.1% 730 $477K
Stonebrook Private Inc. 0.10% Reduce -61.9% 729 $477K
Abel Hall, LLC 0.11% New 727 $475K
Harbor Group, Inc. 0.07% Add +0.1% 727 $475K
Alchemi Wealth, LLC 0.26% — 725 $474K
Old Mission Investment Co LLC 0.11% Reduce -14.6% 725 $474K
Security Financial Services, INC. 0.07% Add +7.9% 724 $473K
Phillips Wealth Planners LLC 0.38% Add +6.8% 708 $473K
RDA Financial Network 0.11% Add +7.1% 723 $473K
BOS Asset Management, LLC 0.13% No change 723 $473K
Portus Wealth Advisors, LLC 0.45% Add +23.0% 723 $472K
Graney & King, LLC 0.28% No change 722 $472K
Widmann Financial Services, Inc. 0.29% Reduce -14.8% 722 $472K
Retirement Capital Strategies 0.17% Add +3.0% 719 $470K
Onyx Bridge Wealth Group LLC 0.05% Add +0.8% 718 $469K
Victory Financial Group, LLC 0.06% Add +27.6% 717 $469K
Duff & Phelps Investment Management Co. 0.01% Add +34.5% 717 $469K
KDT Advisors, LLC 0.66% Add +7.5% 715 $467K
OneAscent Investment Solutions LLC 0.49% Add +5.3% 715 $467K
Rock Point Advisors, LLC 0.12% No change 715 $467K
Trillium Asset Management, LLC 0.01% No change 713 $466K
Bouchey Financial Group, Ltd. 0.03% Add +1.3% 706 $461K
Mitchell Sinkler & Starr 0.21% No change 706 $461K
Towne Trust Company, N.A 0.14% Reduce -4.2% 706 $461K
VUB Generali dochodkova spravcovska spolocnost, a.s. 0.35% — 701 $458K
Total Clarity Wealth Management, Inc. 0.11% Reduce -57.6% 701 $458K
Rik Saylor Financial, Inc. 0.34% No change 700 $458K
Promethium Advisors,llc 0.25% No change 700 $457K
BKM Wealth Management, LLC 0.17% Reduce -0.4% 700 $457K
Basecamp Wealth Advisors LLC 0.10% — 699 $457K
Graves Light Lenhart Wealth, Inc. 0.05% No change 698 $456K
Prentiss Smith & Co. Inc. 0.27% No change 696 $455K
Alteri Wealth LLC 0.15% Add +1.0% 692 $452K
Rothschild Wealth LLC 0.04% Add +57.4% 691 $452K
Mission Creek Capital Partners, Inc. 0.09% Reduce -1.6% 4,098 $451K
USS Investment Management Ltd 0.00% No change 689 $450K
RMR Wealth Builders 0.04% New 688 $450K
Sentry Investment Management LLC 0.29% No change 686 $448K
Clean Yield Group 0.12% Add +2.2% 685 $448K
Baker Tilly Wealth Management, LLC 0.11% Add +12.2% 683 $446K
Tyche Wealth Partners LLC 0.07% No change 682 $446K
Pettyjohn, Wood & White, Inc. 0.07% Add +23.8% 682 $446K
Fayez Sarofim & Co 0.00% No change 682 $446K
PYA Waltman Capital, LLC 0.12% No change 681 $445K
National Philanthropic Trust 0.00% New 681 $445K
Capital Investment Counsel, Inc 0.05% Reduce -8.5% 679 $444K
Northwest Wealth Management, LLC 0.07% Add +45.8% 678 $443K
Journey Advisory Group, LLC 0.04% Add +0.1% 678 $443K
Wellspring Financial Advisors, LLC 0.04% New 677 $443K
PGIM Custom Harvest LLC 0.01% Add +8.3% 677 $442K
Quarry LP 0.08% Add +2227.6% 675 $441K
Santori & Peters, Inc. 0.15% Add +4.2% 672 $439K
Nicholas Hoffman & Company, LLC. 0.01% No change 671 $439K
Disciplined Investors, L.L.C. 0.29% Add +23.1% 671 $438K
Berman McAleer LLC 0.06% Reduce -6.0% 668 $437K
Private Advisory Group LLC 0.03% Reduce -88.2% 666 $435K
Continuum Advisory, LLC 0.04% Reduce -14.2% 664 $434K
Truepoint, Inc. 0.01% Reduce -15.3% 663 $433K
Henson-Edgewater Management, LLC 0.26% — 661 $432K
Wendell David Associates Inc. 0.04% No change 660 $431K
Associated Banc-Corp 0.01% Reduce -20.2% 659 $431K
Lauterbach Financial Advisors, LLC 0.21% No change 657 $429K
Lodestar Private Asset Management LLC 0.04% Add +12.9% 657 $429K
Monument Capital Management 0.11% Add +2.7% 655 $428K
Snider Financial Group 0.11% Reduce -17.9% 654 $427K
Abacus Planning Group, Inc. 0.06% Reduce -4.0% 654 $427K
Boothbay Fund Management, LLC 0.01% Reduce -72.1% 652 $426K
Oakworth Capital, Inc. 0.02% No change 651 $425K
Kaizen Financial Strategies 0.19% Add +59.2% 648 $423K
Johnson Financial Group, Inc. 0.02% Reduce -25.5% 647 $423K
Root Financial Partners, LLC 0.02% Add +25.5% 645 $422K
FourThought Financial Partners, LLC 0.04% Reduce -8.5% 644 $421K
Fort Point Capital Partners LLC 0.05% Reduce -0.5% 655 $421K
Roundview Capital LLC 0.03% Add +0.2% 644 $421K
Revisor Wealth Management LLC 0.11% Reduce -7.6% 634 $420K
Quilter Plc 0.01% No change 641 $419K
Grove Street Fiduciary, LLC 0.17% No change 640 $418K
Community Bank, N.A. 0.05% Add +1.4% 639 $418K
Lake Hills Wealth Management, LLC 0.22% Add +22.8% 636 $416K
Cozad Asset Management Inc. 0.03% Reduce -6.7% 636 $416K
PFC Capital Group, Inc. 0.17% Add +18.9% 635 $415K
RFG Advisory, LLC 0.01% Add +2.1% 634 $414K
Expressive Wealth LLC 0.45% — 632 $413K
Tanglewood Legacy Advisors, LLC 0.15% No change 631 $412K
Curran Financial Partners, LLC 0.08% Add +7.0% 631 $412K
Greatmark Investment Partners, Inc. 0.05% Add +5.9% 630 $412K
Boreal Capital Management LLC 0.38% Add +838.8% 629 $411K
Guardian Financial Partners, LLC 0.17% Reduce -25.7% 629 $411K
Jacobsen Capital Management 0.13% Add +3.0% 627 $410K
Signature Equity Partners, LLC 0.23% — 626 $409K
UNIVEST FINANCIAL Corp 0.02% Add +33.8% 625 $408K
Meramec Financial Planners, LLC 0.16% — 524 $408K
Ironwood Investment Management LLC 0.17% No change 623 $407K
Tufton Capital Management 0.07% No change 623 $407K
ARS Wealth Advisors Group, LLC 0.04% Add +4.0% 622 $407K
Burney Co./ 0.01% New 622 $407K
Consultiva Wealth Management, Corp. 1.14% Reduce -2.4% 620 $405K
Bonness Enterprises Inc. 0.14% No change 620 $405K
Virtue Capital Management, LLC 0.06% New 595 $404K
Baltimore-Washington Financial Advisors, Inc. 0.02% Add +1.3% 618 $404K
CVA Family Office, LLC 0.05% Add +0.8% 617 $403K
Shufro Rose & Co. LLC 0.03% Reduce -16.9% 617 $403K
Massar Capital Management, LP 0.08% New 616 $403K
Nilsine Partners, LLC 0.03% Add +63.0% 616 $403K
True Link Financial Advisors, LLC 0.02% Add +0.2% 616 $403K
Per Stirling Capital Management, LLC. 0.04% No change 614 $401K
Mill Creek Capital Advisors, LLC 0.01% Add +8.1% 613 $401K
Saturna Capital Corp. 0.01% New 613 $401K
Herold Advisors, Inc. 0.09% Reduce -19.5% 612 $400K
MSH Capital Advisors LLC 0.09% Add +46.5% 611 $400K
Forza Wealth Management, LLC 0.14% No change 611 $399K
Great Lakes Retirement, Inc. 0.04% Add +0.8% 611 $399K
Capital Investment Management, Inc. 0.14% — 610 $399K
Lecap Asset Management Ltd. 0.16% Reduce -56.5% 610 $399K
Ameliora Wealth Management Ltd. 0.12% Add +10.9% 610 $399K
Register Financial Advisors LLC 0.16% No change 610 $399K
Caitong International Asset Management Co., Ltd 0.10% Add +269.9% 603 $394K
WealthShield Partners, LLC 0.04% Add +0.8% 603 $394K
Capstone Wealth Management Group LLC 0.24% Add +33.2% 602 $393K
Bangor Savings Bank 0.03% Reduce -4.9% 602 $393K
Willis Johnson & Associates, Inc. 0.02% New 601 $393K
Midland Wealth Advisors, LLC 0.02% Reduce -20.0% 601 $393K
Catalyst Funds Management Pty Ltd 0.09% No change 600 $392K
Boston Research & Management Inc. 0.09% No change 600 $392K
Prentice Wealth Management LLC 0.09% Add +10.5% 600 $392K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.06% No change 600 $392K
Sonoma Allocations LLC 0.13% Add +15.9% 518 $392K
D.B. Root & Company, LLC 0.10% Reduce -43.3% 598 $391K
Peak Financial Management, Inc. 0.10% Add +8.2% 597 $390K
MPS Loria Financial Planners, LLC 0.10% New 597 $390K
Capstone Financial Advisors, Inc. 0.02% Add +0.8% 596 $390K
Cultivar Capital, Inc. 0.25% No change 596 $390K
Paradigm Asset Management Co. LLC 0.09% No change 596 $390K
Banco Santander, S.A. 0.00% Add +30.7% 596 $390K
Gilliland Jeter Wealth Management LLC 0.12% No change 596 $389K
Waterfront Wealth Inc. 0.07% No change 576 $389K
Foresight Capital Management Advisors, Inc. 0.21% Add +21.7% 594 $388K
Hirtle & Co., LLC 0.01% Add +3.0% 594 $388K
Compass Ion Advisors, LLC 0.04% Add +4.8% 593 $388K
Lewis Asset Management, LLC 0.16% Add +7.2% 593 $388K
Taylor Hoffman Capital Management LLC 0.12% No change 593 $388K
Schonfeld Strategic Advisors LLC 0.00% Reduce -82.5% 593 $388K
United Bank 0.05% No change 592 $387K
CenterStar Asset Management, LLC 0.61% New 590 $386K
World Equity Group, Inc. 0.11% Add +4.3% 588 $384K
Old North State Trust, LLC 0.23% New 587 $384K
Little House Capital LLC 0.10% Add +1.7% 587 $384K
Adamsbrown Wealth Consultants LLC 0.11% Reduce -0.2% 586 $383K
Eubel Brady & Suttman Asset Management Inc. 0.05% Add +7.3% 586 $383K
Ring Mountain Capital, LLC 0.20% Add +19.9% 561 $382K
Accurate Wealth Management, LLC 0.05% Add +4.1% 612 $381K
PFS Partners, LLC 0.17% Add +0.2% 583 $381K
TriaGen Wealth Management LLC 0.10% No change 581 $380K
Impact Capital Partners LLC 0.11% Reduce -15.2% 581 $380K
Significant Wealth Partners LLC 0.42% New 580 $379K
Fortress Financial Group, LLC 0.28% No change 579 $379K
Vaughan David Investments LLC 0.01% No change 579 $378K
Atlas Wealth LLC 0.15% Add +3.4% 578 $378K
BlackDiamond Wealth Management, LLC 0.18% Add +2.8% 471 $378K
Strategic Family Wealth Counselors, L.L.C. 0.08% New 551 $377K
Diligent Investors, LLC 0.09% Reduce -5.6% 577 $377K
Voisard Asset Management Group, Inc. 0.08% Add +2.7% 575 $376K
Pin Oak Investment Advisors Inc. 0.26% No change 483 $376K
Capital Management Associates, Inc 0.08% No change 575 $376K
Sprinkle Financial Consultants LLC 0.19% Reduce -8.0% 574 $375K
Hohimer Wealth Management, LLC 0.05% Add +10.0% 574 $375K
Dover Advisors, LLC 0.15% Reduce -0.3% 573 $374K
Fi3 FINANCIAL ADVISORS, LLC 0.11% Add +19.4% 572 $374K
Central Valley Advisors, LLC 0.11% No change 572 $374K
Broderick Brian C 0.07% No change 572 $374K
Fourpath Capital Management, LLC 0.05% No change 571 $373K
Lathrop Investment Management Co. 0.07% Add +45.1% 569 $372K
CRA Financial Services, LLC 0.05% Add +4.4% 569 $372K
HFM Investment Advisors, LLC 0.15% Add +1.8% 569 $372K
Auxier Asset Management LLC 0.05% No change 569 $372K
Cantor Fitzgerald Investment Advisors L.P. 0.03% No change 569 $372K
Lazari Capital Management, Inc. 0.13% Add +4.0% 568 $371K
First American Trust, FSB 0.03% Add +15.9% 567 $371K
Horizon Wealth Management, LLC 0.06% New 566 $370K
Alpha Family Trust 0.17% No change 566 $370K
Keystone Financial Group 0.03% Reduce -66.3% 565 $369K
Donaldson Capital Management, LLC 0.01% Add +0.5% 565 $369K
Indivisible Partners 0.04% — 564 $369K
Adams Wealth Management 0.08% No change 559 $368K
CacheTech Inc. 0.07% No change 559 $368K
Momentum Wealth Planning, LLC 0.29% New 563 $368K
Southern Financial Group, LLC 0.11% — 562 $368K
Rossmore Private Capital 0.03% Add +2.8% 559 $365K
Aprio Wealth Management, LLC 0.02% Add +18.5% 558 $365K
Waters Parkerson & Co., LLC 0.02% Add +9.9% 557 $364K
Symmetry Partners, LLC 0.02% Add +22.6% 553 $362K
Smith Salley Wealth Management 0.02% Add +47.5% 553 $361K
Jackson Thornton Wealth Management, LLC 0.03% Reduce -20.7% 526 $361K
Cambridge Financial Group, LLC 0.13% No change 1,097 $361K
One Day In July LLC 0.03% Add +52.1% 552 $361K
Kidder Stephen W 0.10% No change 551 $360K
Ervin Investment Management, LLC 0.20% No change 550 $359K
Eldridge Investment Advisors, Inc. 0.08% No change 550 $359K
Avantax Planning Partners, Inc. 0.01% Add +3.4% 549 $359K
Montgomery Investment Management Inc. 0.13% No change 549 $359K
May Hill Capital, LLC 0.10% Reduce -2.0% 549 $359K
Sage Rhino Capital LLC 0.07% Reduce -1.8% 547 $358K
Fielder Capital Group LLC 0.08% Add +3.4% 547 $358K
Reliant Investment Partners, LLC 0.28% Add +1.3% 547 $358K
Traveka Wealth, LLC 0.15% Reduce -3.0% 547 $358K
Welch Group, LLC 0.01% Add +30.6% 546 $357K
Postrock Partners LLC 0.15% No change 546 $357K
Allen Capital Group, LLC 0.03% Reduce -23.1% 544 $356K
MBA Advisors LLC 0.14% Reduce -43.3% 544 $356K
SFG Wealth Management, LLC. 0.14% Reduce -0.6% 544 $356K
Courage Miller Partners, LLC 0.11% No change 544 $356K
Staley Capital Advisers Inc. 0.01% No change 543 $355K
Sweeney & Michel, LLC 0.10% Add +0.2% 431 $355K
AIFG Consultants Ltd. 0.61% Add +8.8% 542 $354K
Intrua Financial, LLC 0.04% Reduce -2.7% 541 $354K
Dynasty Wealth Management, LLC 0.00% Add +41.7% 540 $353K
Integrated Investment Consultants, LLC 0.07% Reduce -47.0% 540 $353K
Biltmore Family Office, LLC 0.05% No change 540 $353K
CNB Bank 0.14% No change 538 $352K
Wick Capital Partners, LLC 0.06% New 538 $352K
Virtus Wealth Solutions LLC 0.07% Reduce -98.3% 537 $351K
Kentucky Trust Co 0.19% No change 536 $350K
Armbruster Capital Management, Inc. 0.06% Add +3.5% 536 $350K
FAS Wealth Partners, Inc. 0.02% Add +59.7% 535 $350K
Marietta Wealth Management, LLC 0.04% Add +42.3% 535 $350K
Yelin Lapidot Holdings Management Ltd. 0.07% No change 534 $349K
IFG Advisory, LLC 0.02% Reduce -14.2% 533 $349K
Centurion Wealth Management LLC 0.08% Add +0.2% 533 $348K
First Wilshire Securities Management Inc. 0.09% No change 533 $348K
Hartford Financial Management Inc. 0.09% No change 532 $348K
Aull & Monroe Investment Management Corp 0.17% No change 532 $348K
Rydar Equities, Inc. 0.27% Add +27.6% 531 $347K
Sutton Place Investors LLC 0.19% Add +3.1% 531 $347K
Activest Wealth Management 0.06% Add +415.5% 531 $347K
L. Roy Papp & Associates, LLP 0.04% Add +30.8% 531 $347K
Rockland Trust Co. 0.01% Reduce -4.2% 531 $347K
Picton Mahoney Asset Management 0.00% New 530 $346K
Seven Mile Advisory 0.06% Reduce -18.6% 529 $346K
Lineweaver Wealth Advisors, LLC 0.05% New 529 $346K
Cascades Capital Asset Management, LLC 0.15% Add +11.6% 529 $346K
Lyell Wealth Management, LP 0.03% Add +0.6% 529 $346K
Bulltick Wealth Management, LLC 0.07% Reduce -23.3% 526 $344K
Cherry Creek Investment Advisors, Inc. 0.15% Reduce -21.3% 525 $343K
First Financial Bank - Trust Division 0.03% Add +3.5% 525 $343K
GM Advisory Group, LLC 0.01% Add +10.6% 524 $343K
Gemmer Asset Management LLC 0.03% Add +8.9% 524 $343K
Wingate Wealth Advisors, Inc. 0.19% New 524 $342K
West Michigan Advisors, LLC 0.08% Reduce -88.9% 524 $342K
Aspen Investment Management Inc 0.10% Add +3.6% 523 $342K
Clearwave Capital, LLC 0.25% — 523 $342K
CJM Wealth Advisers, Ltd. 0.10% Reduce -0.9% 523 $342K
BridgePort Financial Solutions, LLC 0.09% Reduce -3.7% 523 $342K
Core Alternative Capital 0.09% Add +200.6% 523 $342K
BCU Wealth Advisors, LLC 0.13% No change 520 $340K
Hurlow Wealth Management Group, Inc. 0.08% No change 520 $340K
Coyle Financial Counsel LLC 0.07% Add +9.0% 520 $340K
Cornerstone Advisory, LLC 0.03% Add +1.4% 519 $339K
Rialto Wealth Management, LLC 0.08% Add +149.5% 519 $339K
Winthrop Advisory Group LLC 0.03% Add +22.9% 532 $339K
Laurel Wealth Advisors LLC 0.04% No change 518 $339K
Bluespring Wealth Management, LLC 0.03% Reduce -1.1% 518 $339K
Saxon Interests, Inc. 0.12% Add +4.0% 518 $339K
Elevated Capital Advisors, LLC 0.08% Reduce -27.0% 518 $339K
Lumbard & Kellner, LLC 0.12% No change 517 $338K
Market Street Wealth Management Advisors LLC 0.05% Add +0.6% 517 $338K
US Asset Management LLC 0.28% Reduce -1.3% 516 $337K
Legacy Financial Strategies, LLC 0.06% New 516 $337K
Veltria Advisors Corp. 1.47% No change 525 $337K
Quad-Cities Investment Group, LLC 0.14% New 515 $337K
Revolve Wealth Partners, LLC 0.04% Reduce -9.2% 515 $337K
PUREfi Wealth, LLC 0.26% New 515 $337K
Core Wealth Partners LLC 0.15% Reduce -3.4% 515 $337K
J. L. Bainbridge & Co., Inc. 0.03% Add +1.2% 514 $336K
Keb Asset Management, LLC 0.07% Add +25.2% 512 $336K
Byrne Financial Freedom, LLC 0.15% Add +5.1% 512 $335K
Evermay Wealth Management LLC 0.04% Add +2.2% 511 $334K
Next Capital Management LLC 0.11% Add +1.0% 511 $334K
Roberts Glore & Co. Inc. 0.09% No change 511 $334K
Hardman Johnston Global Advisors LLC 0.02% No change 511 $334K
Waystone Advisors LLC 0.29% — 510 $333K
D'Orazio & Associates, Inc. 0.04% Add +4.3% 508 $332K
Caldwell Sutter Capital, Inc. 0.14% Add +36.9% 508 $332K
Cape Investment Advisory, Inc. 0.10% Add +2471.4% 540 $332K
Wealthcare Capital Partners, LLC 0.16% Reduce -0.2% 507 $331K
Zhang Financial LLC 0.01% Add +4.8% 506 $331K
Goldstein Advisors, LLC 0.04% New 506 $331K
Nadler Financial Group, Inc. 0.03% Add +7.5% 505 $330K
Salomon & Ludwin, LLC 0.03% Add +6.4% 484 $330K
Alpha Financial Partners LLC 0.20% Add +10.8% 504 $329K
SeaBridge Investment Advisors LLC 0.05% Reduce -12.1% 503 $329K
Synergy Asset Management, LLC 0.03% Reduce -73.3% 503 $329K
Southern Capital Advisors, LLC 0.15% Reduce -63.1% 502 $328K
Dupree Financial Group, LLC 0.12% Reduce -4.8% 501 $327K
Gruss & Co., LLC 0.72% New 500 $327K
Aventura Private Wealth, LLC 0.12% Add +1.6% 500 $327K
Lynch Asset Management, Inc. 0.10% New 500 $327K
Sunpointe, LLC 0.11% Add +6.4% 499 $326K
Lynch & Associates 0.06% Add +4.0% 499 $326K
Archvest Wealth Advisors, Inc. 0.21% Add +1.8% 498 $326K
Strategic Wealth Partners, Ltd. 0.02% Add +69.4% 498 $325K
Cary Street Partners Investment Advisory LLC 0.09% Add +22.7% 498 $325K
Intellectus Partners, LLC 0.06% Add +3.3% 498 $325K
Basepoint Wealth LLC 0.20% No change 497 $325K
SHP Wealth Management 0.03% — 495 $324K
WealthPLAN Partners, LLC 0.05% Reduce -57.5% 495 $324K
Mittelman Wealth Management 0.21% New 495 $324K
Crewe Advisors LLC 0.03% Reduce -15.0% 493 $322K
Apollon Financial, LLC 0.05% New 493 $322K
Syntegra Private Wealth Group, LLC 0.03% No change 493 $322K
Cadence Bank 0.02% Add +26.4% 493 $322K
Westbourne Investment Advisors, Inc. 0.09% No change 492 $322K
Generali Investments, Management Co LLC 0.06% Add +693.5% 492 $322K
Wedge Capital Management L L P 0.01% Reduce -4.8% 492 $322K
111 Capital 0.07% Reduce -65.6% 491 $321K
Whelan Financial 0.10% Add +9.4% 489 $320K
Tevis Investment Management 0.19% No change 520 $320K
Verus Financial Partners, Inc. 0.03% Reduce -6.4% 480 $320K
Madison Wealth Partners, Inc 0.06% Add +22.6% 489 $319K
SCP Investment, LP 0.26% New 488 $319K
Focused Alpha, LLC 0.09% — 488 $319K
Trace Wealth Advisors, LLC 0.23% No change 487 $318K
Xcelsior Advisor Partners LLC 0.15% — 487 $318K
Cape Cod Five Cents Savings Bank 0.03% No change 1,244 $317K
Kingdom Financial Group LLC. 0.10% New 485 $317K
Alpine Bank Wealth Management 0.04% No change 485 $317K
Hickory Point Bank & Trust 0.23% No change 485 $317K
Badgley Phelps Wealth Managers, LLC 0.01% New 484 $316K
4J Wealth Management LLC 0.18% No change 484 $316K
Successful Portfolios LLC 0.16% Add +3.5% 508 $316K
Triad Wealth Partners, LLC 0.03% Add +32.7% 483 $316K
Alliance Wealth Advisors, LLC 0.15% No change 483 $316K
Palumbo Wealth Management LLC 0.08% New 482 $315K
Marin Bay Wealth Advisors, LLC 0.18% — 481 $314K
KPP Advisory Services LLC 0.05% Add +7.8% 481 $314K
Shum Financial Group, Inc. 0.23% Reduce -0.2% 481 $314K
Cabot Wealth Management Inc. 0.03% New 480 $314K
Menard Financial Group LLC 0.21% Add +6.9% 479 $313K
Huntleigh Advisors, Inc. 0.05% No change 476 $311K
Fairscale Capital, LLC 0.21% Add +21.7% 476 $311K
Dopkins Wealth Management, LLC 0.13% No change 476 $311K
Resources Management Corp. /CT/ 0.04% Add +3.9% 476 $311K
West Wealth Group, LLC 0.06% Add +4.9% 475 $311K
TMB Capital Partners, LLC 0.11% — 475 $310K
Fragasso Financial Advisors Inc 0.02% Reduce -4.1% 473 $309K
Thoroughbred Financial Services, LLC 0.02% Add +7.5% 471 $307K
Warwick Investment Management, Inc. 0.05% Add +5.2% 469 $307K
Brown, Lisle/Cummings, Inc. 0.08% No change 468 $306K
Fort Henry Capital, LLC 0.19% No change 468 $306K
Winebrenner Capital Management LLC 0.20% Add +26.6% 466 $305K
Greenfield Savings Bank 0.13% Reduce -11.4% 466 $305K
Barrett & Company, Inc. 0.10% Reduce -8.5% 465 $304K
Zacks Investment Management 0.00% Add +21.1% 465 $304K
Hilltop National Bank 0.07% Reduce -0.6% 464 $303K
Hilton Head Capital Partners, LLC 0.18% — 464 $303K
Wealth Architects, LLC 0.03% Add +0.2% 462 $302K
BlueStem Wealth Partners, LLC 0.03% Add +1.5% 462 $302K
Sound Income Strategies, LLC 0.01% Add +14.2% 442 $301K
United Advisor Group, LLC 0.04% Add +16.7% 461 $301K
Ledyard National Bank 0.03% Add +4.1% 460 $301K
Cura Wealth Advisors, LLC 0.11% Add +33.0% 460 $301K
Myriad Asset Management US LP 0.50% New 458 $299K
OneAscent Wealth Management LLC 0.10% Reduce -3.4% 458 $299K
Elite Life Management LLC 0.49% New 384 $299K
Vicus Capital 0.02% Reduce -1.9% 457 $299K
55 North Private Wealth, LLC 0.08% — 457 $299K
Keyes, Stange & Wooten Wealth Management, LLC 0.14% Reduce -1.1% 456 $298K
LifeSteps Financial, Inc. 0.19% Add +2.3% 455 $297K
Guidance Capital, Inc. 0.07% Add +1.1% 449 $297K
Fee-Only Financial Planning, L.C. 0.17% No change 454 $297K
Financial Council, LLC 0.12% No change 451 $295K
Advance Capital Management, Inc. 0.01% No change 451 $295K
Mayfair Advisory Group, LLC 0.11% Add +19.9% 433 $294K
Morris Financial Concepts, Inc. 0.10% No change 450 $294K
Paragon Private Wealth Management, LLC 0.09% Add +23.4% 448 $293K
Centerline Wealth Advisors, LLC 0.11% Reduce -0.9% 448 $293K
Summit Financial Strategies, Inc. 0.02% New 448 $293K
Wealth Alliance Advisory Group, LLC 0.05% Reduce -4.9% 447 $292K
Beacon Financial Advisory LLC 0.07% Reduce -19.0% 444 $290K
MV Capital Management, Inc. 0.03% Add +0.2% 444 $290K
Palisade Asset Management, LLC 0.03% Add +13.0% 444 $290K
Capital Wealth Planning, LLC 0.00% Add +1.1% 443 $290K
Fusion Capital, LLC 0.08% Reduce -3.3% 442 $289K
Canopy Partners, LLC 0.09% Reduce -6.2% 442 $289K
Drucker Wealth 3.0, LLC 0.05% Add +21.8% 442 $289K
Atlas Legacy Advisors, LLC 0.05% Add +13.5% 436 $289K
Werba Rubin Papier Wealth Management 0.08% Add +31.6% 441 $288K
Cidel Asset Management Inc. 0.02% Reduce -12.7% 441 $288K
Reynders McVeigh Capital Management, LLC 0.01% Add +17.9% 441 $288K
Key Client Fiduciary Advisors, LLC 0.10% Reduce -3.7% 440 $288K
City State Bank 0.08% No change 440 $288K
Frisch Financial Group, Inc. 0.06% Add +2.8% 440 $288K
Beverly Hills Private Wealth, LLC 0.05% Add +17.4% 438 $286K
Westside Investment Management, Inc. 0.05% Reduce -4.2% 433 $286K
SCS Capital Management LLC 0.00% Reduce -33.2% 437 $286K
Stirlingshire Investments, Inc. 0.25% — 436 $285K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% New 436 $285K
Great Diamond Partners, LLC 0.05% Reduce -9.2% 436 $285K
Level Wealth Management LLC 0.15% Reduce -23.4% 435 $284K
Ninepoint Partners LP 0.03% Add +8.5% 435 $284K
Foster Group, Inc. 0.01% Reduce -10.0% 434 $284K
Sepio Capital, LP 0.02% New 434 $284K
Elite Wealth Management, Inc. 0.08% Add +1.4% 433 $283K
Montag A & Associates Inc. 0.01% Add +0.9% 433 $283K
Guardian Wealth Advisors, LLC / NC 0.02% Add +27.1% 432 $282K
Summit Wealth Group, LLC 0.07% Add +5.7% 430 $281K
Brady Martz Wealth Solutions, LLC 0.05% New 430 $281K
Westmount Partners, LLC 0.07% Reduce -26.7% 429 $281K
Aviso Wealth Management 0.12% Add +30.4% 429 $280K
Harbor Advisory Corp. 0.08% No change 428 $280K
Financial Security Advisor, Inc. 0.05% No change 428 $280K
Ethos Financial Group, LLC 0.02% Add +15.7% 428 $280K
TrueWealth Advisors, LLC 0.07% New 427 $279K
Webster Bank, N. A. 0.03% Add +6.2% 427 $279K
Diametric Capital, LP 0.07% Reduce -41.2% 426 $278K
Piscataqua Savings Bank 0.19% Reduce -53.5% 425 $278K
Aspen Grove Capital, LLC 0.05% Add +21.5% 424 $277K
Certified Advisory Corp 0.03% No change 422 $276K
OneAscent Family Office, LLC 0.19% Add +10.2% 422 $276K
Genesis Private Wealth, LLC 0.09% Reduce -33.3% 422 $276K
Nvest Financial, LLC 0.11% New 421 $275K
Camelot Portfolios, LLC 0.17% Reduce -7.7% 421 $275K
Cowa, LLC 0.08% No change 421 $275K
Buckley Wealth Management, LLC 0.07% Reduce -6.7% 421 $275K
Sittner & Nelson, LLC 0.10% Add +8.9% 353 $275K
Granite Bay Wealth Management, LLC 0.07% New 421 $275K
Verus Capital Partners, LLC 0.02% Reduce -38.9% 420 $275K
ESL Trust Services, LLC 0.05% Reduce -4.8% 420 $275K
PTM Wealth Management, LLC 0.15% No change 403 $274K
Spirepoint Private Client, LLC 0.03% New 420 $274K
First National Bank Sioux Falls 0.08% No change 419 $274K
Cornell Pochily Investment Advisors, Inc. 0.08% No change 418 $273K
Fell Capital Management 0.27% — 418 $273K
Aviance Capital Partners, LLC 0.03% Add +5.0% 418 $273K
Simplify Asset Management Inc. 0.00% Add +8.3% 418 $273K
Astoria Portfolio Advisors LLC. 0.06% Reduce -0.3% 328 $273K
JTC Employer Solutions Trustee Ltd 0.02% No change 416 $272K
Peachtree Investment Partners, LLC 0.09% New 416 $272K
Advisory Resource Group 0.05% Reduce -0.5% 416 $272K
Central Bank & Trust Co. 0.04% No change 416 $272K
Genesee Capital Advisors, LLC 0.11% Reduce -1.7% 415 $271K
Tortoise Investment Management, LLC 0.02% Add +0.5% 414 $271K
Hamilton Capital Partners, LLC 0.09% No change 414 $271K
Brevan Howard Capital Management LP 0.01% Reduce -63.9% 414 $271K
Townsend & Associates, Inc 0.02% No change 421 $270K
Range Advisory, LLC 0.07% — 413 $270K
Burton Enright Welch 0.04% Add +12.2% 413 $270K
Mann Financial Group, Inc. 0.26% No change 412 $269K
SLT Holdings LLC 0.18% New 410 $268K
First Nebraska Trust Co 0.02% Reduce -1.4% 410 $268K
Gladwyn Financial Advisors, Inc. 0.19% No change 410 $268K
Sherbrooke Park Advisers LLC 0.69% Reduce -47.4% 409 $267K
Crusonia Wealth Advisors LLC 0.06% — 409 $267K
Wilkins Investment Counsel Inc. 0.04% No change 409 $267K
Easterly Investment Partners LLC 0.02% No change 409 $267K
Meadow Creek Wealth Advisors LLC 0.17% Add +14.0% 408 $267K
Donoghue Forlines LLC 0.08% New 407 $266K
Hidden Cove Wealth Management, LLC 0.17% Add +6.5% 407 $266K
Intellus Advisors LLC 0.04% Reduce -0.7% 406 $265K
Clark Asset Management, LLC 0.03% Add +1.5% 406 $265K
Plante Moran Financial Advisors, LLC 0.02% Add +36.7% 406 $265K
Bollard Group LLC 0.01% Add +1828.6% 405 $265K
Pines Wealth Management, LLC 0.09% Reduce -31.0% 405 $265K
Ballast Advisors LLC 0.07% No change 405 $265K
AIA Group Ltd 0.00% Reduce -93.9% 405 $265K
GatePass Capital, LLC 0.14% Add +17.1% 404 $264K
Brave Asset Management Inc. 0.06% No change 404 $264K
Cim, LLC 0.03% No change 404 $264K
TRUE Private Wealth Advisors 0.03% Reduce -28.4% 404 $264K
Raab & Moskowitz Asset Management LLC 0.06% Reduce -14.8% 403 $263K
Teachers Insurance & Annuity Association of America 0.31% No change 403 $263K
Ridgeline Wealth, LLC 0.18% Add +0.3% 403 $263K
Live Oak Private Wealth LLC 0.04% No change 403 $263K
Moran Wealth Management, LLC 0.01% New 402 $263K
Summit Securities Group LLC 0.05% Reduce -14.5% 402 $263K
Capital Asset Advisory Services LLC 0.01% Add +9.1% 382 $262K
Carl P. Sherr & Co., LLC 0.12% New 361 $262K
Hummer Financial Advisory Services Inc 0.19% Reduce -0.7% 401 $262K
Firsthand Capital Management, Inc. 0.49% No change 400 $261K
Integrated Financial Solutions, Inc. 0.19% New 400 $261K
Shay Capital LLC 0.04% No change 400 $261K
Stonebridge Capital Advisors LLC 0.02% Add +0.8% 400 $261K
Shelton Wealth Management, LLC 0.11% New 399 $261K
Chesapeake Asset Management LLC 0.22% Add +17.8% 397 $259K
Duncker Streett & Co. Inc. 0.05% No change 397 $259K
Fairvoy Private Wealth, LLC 0.06% Reduce -4.1% 396 $259K
Marotta Asset Management 0.05% No change 396 $259K
2UniFi Bank 0.12% Add +38.1% 395 $258K
Kaydan Wealth Management, Inc. 0.07% No change 395 $258K
Azzad Asset Management Inc. 0.03% Reduce -80.0% 395 $258K
Signal Advisors Wealth, LLC 0.02% Add +11.0% 394 $258K
Topsail Wealth Management, LLC 0.04% Add +2.1% 394 $258K
Mirador Capital Partners LP 0.04% No change 394 $258K
Patron Partners, LLC 0.11% New 392 $256K
Luts & Greenleigh Group, Inc. 0.22% Add +2.4% 391 $256K
JGP Wealth Management, LLC 0.03% New 391 $256K
Legacy Wealth Advisors, LLC 0.17% — 391 $255K
Southland Equity Partners LLC 0.05% Add +2.6% 390 $255K
Signet Investment Advisory Group, Inc. 0.12% Reduce -21.1% 390 $255K
Keyvantage Wealth, LLC 0.11% Add +15.4% 390 $255K
GenTrust, LLC 0.01% New 389 $254K
DRW Securities, LLC 0.02% New 389 $254K
Milestone Asset Management Group, LLC 0.14% New 389 $254K
Naviter Wealth, LLC 0.03% New 388 $254K
Nemes Rush Group LLC 0.02% Add +19.8% 387 $253K
Alesco Advisors, LLC, An ESL Co 0.01% Add +0.5% 386 $252K
Riverstone Advisors, LLC 0.12% Add +10.9% 385 $252K
Polaris Investment Advisors, LLC 0.18% — 385 $252K
Cahaba Wealth Management, Inc. 0.02% Reduce -0.3% 385 $251K
Rovin Capital /Ut/ 0.07% New 384 $251K
Integrity Financial Corp 0.13% Reduce -16.3% 384 $251K
Redwood Wealth Management Group, LLC 0.10% New 383 $250K
Flagship Wealth Advisors, LLC 0.07% No change 383 $250K
Neo Ivy Capital Management 0.04% New 382 $250K
TCV Trust & Wealth Management, Inc. 0.02% Add +7.0% 382 $250K
Liberty Wealth Management LLC 0.03% Reduce -1.0% 381 $249K
Aspiring Ventures, LLC 0.09% Reduce -14.6% 381 $249K
Stonebridge Financial Group, LLC 0.02% No change 381 $249K
Valley National Advisers Inc. 0.03% Add +7.9% 381 $249K
Ducere Wealth Management LLC 0.10% — 380 $248K
DV Equities, LLC 0.04% — 380 $248K
First Commonwealth Financial Corp 0.04% Add +3.5% 380 $248K
Flatrock Wealth Partners LLC 0.12% — 379 $248K
Symphony Financial Services, Inc. 0.13% Add +7.1% 378 $247K
Patton Fund Management, Inc. 0.03% Reduce -92.2% 378 $247K
Baldwin Wealth Partners LLC 0.02% Add +6.8% 378 $247K
Summit Asset Management, LLC 0.03% Add +2.7% 377 $247K
One Charles Private Wealth Services, LLC 0.06% Reduce -6.9% 377 $247K
Drum Hill Capital, LLC 0.26% Reduce -12.1% 377 $246K
Sandy Cove Advisors, LLC 0.07% Add +1.6% 377 $246K
W Advisors, LLC 0.12% No change 376 $246K
Hamel Associates, Inc. 0.07% No change 376 $246K
Riversedge Advisors, LLC 0.04% Reduce -23.7% 376 $246K
Titleist Asset Management, LLC 0.02% New 376 $246K
Naples Global Advisors, LLC 0.02% No change 376 $245K
First Financial Group Corp 0.21% New 375 $245K
Blue Line Capital, LLC / IL 0.29% — 375 $245K
HC Advisors, LLC 0.17% No change 375 $245K
Avondale Wealth Management 0.13% No change 375 $245K
Family Investment Center, Inc. 0.05% Reduce -16.2% 373 $244K
Fullerton Fund Management Co Ltd. 0.01% New 372 $243K
Cypress Wealth Services, LLC 0.03% New 371 $243K
Private Client Services, LLC 0.08% Add +3.9% 371 $243K
Michael Brady & Co., LLC 0.24% — 371 $242K
Blueshift Asset Management, LLC 0.07% Reduce -54.3% 371 $242K
Ruggiero Investments, Inc. 0.22% — 370 $242K
Five Oceans Advisors 0.09% Reduce -0.3% 370 $242K
Lincoln Capital Corp. 0.09% No change 369 $241K
Inspire Advisors, LLC 0.02% Reduce -30.2% 367 $241K
Parkside Investments, LLC 0.03% Reduce -12.0% 368 $241K
Peoples Financial Services Corp. 0.11% No change 368 $241K
Bedel Financial Consulting, Inc. 0.03% Add +9.6% 367 $240K
Mountain Pacific Investment Advisers LLC 0.04% Reduce -12.0% 366 $239K
Sand Hill Global Advisors, LLC 0.01% Reduce -2.7% 366 $239K
Peterson Wealth Management 0.18% New 365 $239K
Medallion Wealth Advisors, LLC 0.08% Add +14.8% 364 $238K
Demming Financial Services Corp. 0.18% — 364 $238K
North Berkeley Wealth Management, LLC 0.14% No change 364 $238K
NorthStar Asset Management LLC 0.11% Add +0.8% 364 $238K
Jeppson Wealth Management, LLC 0.08% Add +0.3% 363 $237K
CFO4Life Group, LLC 0.03% Add +0.6% 362 $237K
MLP3, LLC 0.26% — 361 $236K
Signet Private Wealth LLC 0.23% — 361 $236K
Emprise Bank 0.10% No change 362 $236K
Sculati Wealth Management, LLC 0.08% Reduce -27.5% 361 $236K
F/m Investments LLC 0.01% No change 361 $236K
Magnolia Private Wealth, LLC 0.16% Add +0.6% 361 $236K
Terril Brothers, Inc. 0.06% No change 360 $235K
Verity Asset Management, Inc. 0.10% No change 359 $235K
Allium Financial Advisors, LLC 0.19% Add +2.0% 359 $235K
Kane Investment Management, Inc. 0.11% Reduce -16.9% 359 $235K
Investment Partners, LTD. 0.08% No change 358 $234K
Physician Wealth Advisors, Inc. 0.03% Add +7.8% 358 $234K
Kelly Lawrence W & Associates Inc. 0.06% Reduce -4.0% 358 $234K
Foster Victor Wealth Advisors, LLC 0.01% New 343 $234K
Markin Volterra Fund LP 1.85% — 357 $233K
E&G Advisors, LLC 0.05% Reduce -20.1% 357 $233K
Baldwin Investment Management, LLC 0.03% Reduce -18.3% 357 $233K
Wagner Wealth Management, LLC 0.05% New 356 $233K
Affinity Wealth Management LLC 0.03% No change 356 $233K
Maple Capital Management, Inc. 0.01% Reduce -0.3% 356 $233K
SG Trading Solutions, LLC 0.05% — 355 $232K
WestHill Financial Advisors, Inc. 0.04% Add +1.7% 354 $231K
Alpha Advisors, LLC 0.18% Add +1.7% 353 $231K
Integris Wealth Management, LLC 0.05% No change 353 $231K
Marino, Stram & Associates LLC 0.04% No change 352 $230K
Warren Street Wealth Advisors, LLC 0.07% Reduce -15.6% 351 $229K
Peak Asset Management, LLC 0.04% No change 351 $229K
First City Capital Management, Inc. 0.12% No change 351 $229K
Hoxton Planning & Management, LLC 0.07% Add +5.1% 351 $229K
Vision Retirement, LLC 0.06% — 350 $229K
FreeGulliver LLC 0.10% Reduce -0.6% 350 $229K
Dunhill Financial, LLC 0.07% Add +2.9% 350 $229K
Indie Asset Partners, LLC 0.25% New 349 $228K
Foster Dykema Cabot & Partners, LLC 0.01% Add +1.4% 349 $228K
Financial Perspectives, Inc 0.06% Reduce -0.8% 348 $228K
United Asset Strategies, Inc. 0.02% New 348 $228K
Greenbush Financial Group, LLC 0.08% New 347 $227K
Black Diamond Financial, LLC 0.02% Add +3.0% 347 $227K
CAP Partners, LLC 0.13% No change 347 $227K
Miller Capital Partners, Inc. 0.12% — 347 $227K
Vista Investment Management 0.07% No change 347 $227K
Lane Brothers & Co. Inc. 0.16% — 346 $226K
Cypress Capital, LLC 0.06% New 346 $226K
Olde Wealth Management, LLC 0.07% No change 347 $226K
Capital Advantage, Inc. 0.03% New 346 $226K
Community Trust & Investment Co. 0.01% New 345 $225K
Beacon Harbor Wealth Advisors, Inc. 0.05% No change 344 $225K
Laurel Oak Wealth Management, LLC 0.04% — 344 $225K
Ehrenkranz Partners L.P. 0.25% New 343 $224K
Okabena Investment Services Inc. 0.04% Add +3.0% 343 $224K
Baron Wealth Management LLC 0.07% New 342 $224K
Syverson Strege & Co 0.05% Reduce -5.0% 342 $224K
Eagle Wealth Strategies LLC 0.10% Reduce -2.3% 342 $223K
Alerus Financial NA 0.01% Reduce -3.7% 341 $223K
State of Wyoming 0.02% New 340 $222K
RFG - Bristol Wealth Advisors, LLC 0.06% Add +2.4% 340 $222K
N.E.W. Advisory Services LLC 0.02% Reduce -16.9% 339 $222K
WFA of San Diego, LLC 0.16% No change 339 $222K
Beto Financial Group, LLC 0.15% — 293 $221K
Castle Wealth Management LLC 0.07% No change 338 $221K
Marshall Financial Group, LLC 0.04% New 338 $221K
Parkshore Wealth Management, Inc. 0.08% Reduce -1.5% 338 $221K
Motive Wealth Advisors 0.09% Reduce -7.9% 337 $220K
Ewa, LLC 0.05% New 336 $220K
Hudock, Inc. 0.03% Reduce -51.0% 336 $220K
Chatterton & Associates Inc. 0.19% — 336 $220K
Elwood & Goetz Wealth Advisory Group, LLC 0.04% New 336 $220K
Nicolet Bankshares Inc. 0.04% Add +1.2% 335 $219K
Opal Wealth Advisors, LLC 0.06% New 335 $219K
Tripletail Wealth Management, LLC 0.28% Add +37.9% 335 $219K
RTD Financial Advisors, Inc. 0.03% New 333 $218K
Richmond Investment Services, LLC 0.04% New 333 $217K
JMN Financial LLC 0.22% — 332 $217K
Aldebaran Capital, LLC 0.19% No change 332 $217K
Panoramic Capital Partners, LLC 0.13% Add +1.5% 332 $217K
Sigma Investment Counselors Inc. 0.01% New 332 $217K
Peddock Capital Advisors, LLC 0.05% No change 331 $216K
GHP Investment Advisors, Inc. 0.01% Add +0.3% 331 $216K
Novak & Powell Financial Services, Inc. 0.11% No change 330 $216K
Volterra Technologies LP 0.22% New 330 $216K
MADDEN SECURITIES Corp 0.07% Reduce -7.0% 330 $216K
Marathon Capital Management 0.05% No change 330 $216K
Eagle Bay Advisors LLC 0.16% Reduce -1.5% 330 $215K
WPG Advisers, LLC 0.16% Add +26.1% 329 $215K
Flower City Capital 0.11% No change 329 $215K
Pinnacle Holdings, LLC 0.08% Reduce -0.3% 329 $215K
Corus Family Wealth Advisors 0.17% Reduce -0.6% 328 $214K
Breachway Investments LLC 0.23% — 328 $214K
Twin Peaks Wealth Advisors, LLC 0.06% New 267 $214K
Certior Financial Group, LLC 0.15% New 327 $214K
Seven Springs Wealth Group, LLC 0.06% Reduce -34.7% 327 $214K
Gould Asset Management LLC 0.04% Reduce -11.1% 327 $214K
Andrews Advisory Associates, LLC 0.11% — 326 $213K
Bedell Frazier Investment Counselling, LLC 0.04% No change 326 $213K
Johnson Bixby & Associates, LLC 0.03% Reduce -2.7% 325 $212K
Optima Capital LLC 0.09% New 325 $212K
Klingenstein Fields & Co. LP 0.01% Reduce -3.3% 325 $212K
SOA Wealth Advisors, LLC. 0.04% Reduce -0.0% 55,492 $212K
Rollins Financial Advisors, LLC 0.03% New 324 $212K
Ponta Wealth Partners, LLC 0.20% — 323 $211K
PFW Advisors LLC 0.06% Reduce -5.6% 323 $211K
Liberty Square Wealth Partners LLC 0.06% New 323 $211K
Horst & Graben Wealth Management LLC 0.03% New 323 $211K
Sagace Wealth Management LLC 0.14% New 322 $210K
Gibbs Wealth Management 0.05% Add +1.2% 338 $210K
Pathway Financial Advisors LLC 0.03% New 306 $210K
Carter Financial Group, INC. 0.12% Reduce -6.7% 321 $210K
Summitry LLC 0.01% Reduce -50.8% 321 $210K
Patrick M Sweeney & Associates, Inc. 0.13% New 320 $209K
Avid Wealth Partners LLC 0.10% New 320 $209K
LS Investment Advisors, LLC 0.03% Reduce -6.7% 319 $208K
Kraematon Investment Advisors, Inc. 0.17% New 318 $208K
CoreFirst Bank & Trust 0.11% Reduce -42.8% 318 $208K
Leo Wealth, LLC 0.01% New 317 $207K
Pinnacle Bancorp, Inc. 0.06% No change 317 $207K
Barry Investment Advisors, LLC 0.05% New 316 $207K
TSG Advice Partners, LLC 0.03% — 316 $207K
National Wealth Management Group, LLC 0.07% New 316 $207K
Innova Wealth Partners 0.10% New 316 $207K
Fidelity D & D Bancorp Inc. 0.09% New 316 $207K
Moment Partners, LLC 0.04% New 316 $207K
Independence Financial Advisors, LLC 0.06% New 315 $206K
Steadtrust LLC 0.13% New 315 $206K
LMG Wealth Partners, LLC 0.04% New 315 $206K
Iron Gate Global Advisors LLC 0.02% Reduce -37.1% 314 $205K
Southeast Asset Advisors, LLC 0.02% New 314 $205K
Navis Wealth Advisors, LLC 0.09% New 313 $205K
LCNB Corp. 0.07% New 313 $205K
Blue Fin Capital, Inc. 0.03% New 313 $205K
Prostatis Group LLC 0.05% New 313 $204K
Rise Advisors, LLC 0.07% Reduce -7.4% 312 $204K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.32% — 312 $204K
Sankala Group LLC 0.16% — 233 $204K
FLC Capital Advisors 0.04% New 311 $203K
Consilio Wealth Advisors, LLC 0.06% New 310 $203K
Trueblood Wealth Management, LLC 0.08% New 310 $203K
Charter Research & Investment Group, Inc. 0.14% New 310 $203K
Invenio Wealth Partners LLC 0.08% New 310 $203K
Montis Financial, LLC 0.04% New 309 $202K
Safeguard Investment Advisory Group, LLC 0.05% New 309 $202K
Dynamic Financial Group 0.17% New 309 $202K
Cetera Trust Company, N.A 0.11% No change 309 $202K
Goldenstone Wealth Management LLC 0.15% — 308 $201K
Beacon Financial Group 0.02% New 308 $201K
Ridgepath Capital Management LLC 0.09% No change 327 $201K
High Falls Advisors, Inc 0.04% New 307 $201K
River Street Advisors LLC 0.07% New 306 $200K
Security National Bank 0.03% Add +61.0% 306 $200K
TD Capital Management LLC 0.02% No change 303 $198K
Rosenberg Matthew Hamilton 0.04% No change 301 $197K
Friedenthal Financial 0.10% Reduce -84.8% 300 $196K
Dixon Mitchell Investment Counsel Inc. 0.01% New 300 $196K
William B. Walkup & Associates, Inc. 0.11% No change 299 $195K
Vermillion Wealth Management, Inc. 0.08% Reduce -32.2% 295 $193K
Blue Bell Private Wealth Management, LLC 0.03% Reduce -53.5% 289 $189K
GW&K Investment Management, LLC 0.00% Add +7.6% 282 $184K
Compagnie Lombard Odier SCmA 0.00% Reduce -21.1% 280 $183K
Concord Wealth Partners 0.02% Add +52.8% 269 $176K
Vision Financial Markets LLC 0.18% No change 268 $175K
Financial Consulate, Inc. 0.02% Add +66.5% 263 $172K
CKW Financial Group 0.02% Reduce -3.4% 258 $169K
DV Trading LLC 0.01% — 253 $165K
McIlrath & Eck, LLC 0.02% Add +31.4% 251 $164K
Gen-Wealth Partners Inc 0.05% Add +27.0% 249 $163K
Kohmann Bosshard Financial Services, LLC 0.01% New 249 $163K
Roble, Belko & Company, Inc 0.02% Add +933.3% 248 $162K
Entelevest, LLC 0.17% — 247 $161K
Centerpoint Advisors, LLC 0.05% No change 247 $161K
JFS Wealth Advisors, LLC 0.01% Add +33.0% 246 $161K
Financial Avengers, Inc. 0.07% No change 243 $159K
New England Capital Financial Advisors LLC 0.06% Add +100.0% 240 $157K
Hughes Financial Services, LLC 0.02% No change 239 $156K
Atwood & Palmer Inc. 0.01% No change 234 $153K
Manchester Capital Management LLC 0.02% Reduce -52.0% 231 $151K
Acumen Wealth Advisors, LLC 0.04% — 227 $148K
Rachor Investment Advisory Services, LLC 0.08% — 226 $148K
GPS Wealth Strategies Group, LLC 0.12% Reduce -98.4% 224 $146K
Cornerstone Planning Group LLC 0.02% Reduce -16.4% 204 $145K
Triumph Capital Management 0.03% New 222 $145K
Pinney & Scofield, Inc. 0.08% No change 215 $141K
United Community Bank 0.05% Reduce -35.8% 215 $141K
Indiana Trust & Investment Management Co 0.04% No change 215 $141K
Clearstead Trust, LLC 0.02% Reduce -4.1% 211 $138K
Bell Investment Advisors, Inc 0.02% Reduce -12.9% 210 $137K
Grove Bank & Trust 0.02% Add +20.1% 209 $137K
Garton & Associates Financial Advisors LLC 0.08% — 207 $135K
Godfrey Financial Associates, Inc. 0.12% — 205 $134K
Pittenger & Anderson Inc. 0.01% Add +28.1% 205 $134K
Silicon Valley Capital Partners 0.01% Add +277.8% 204 $133K
Old Second National Bank of Aurora 0.03% No change 204 $133K
Trust Co 0.01% Add +71.4% 204 $133K
Noble Wealth Management PBC 0.07% Add +11.0% 202 $132K
Operose Advisors LLC 0.03% No change 202 $132K
Financial Gravity Asset Management, Inc. 0.03% Reduce -4.7% 201 $131K
BOCHK Asset Management Ltd 0.03% Reduce -89.2% 200 $131K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.10% — 199 $130K
Stone House Investment Management, LLC 0.02% Add +148.1% 196 $128K
DHJJ Financial Advisors, Ltd. 0.04% Add +50.4% 194 $127K
Evelyn Partners Investment Management Services Ltd 0.02% No change 193 $126K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 193 $126K
Ritter Daniher Financial Advisory LLC / DE 0.02% Add +352.4% 190 $124K
Bullock Wealth Management Group 0.06% — 190 $124K
Three Bearings Fiduciary Advisors, Inc. 0.12% — 170 $124K
Maseco LLP 0.01% New 187 $122K
Peck Wealth Management, LLC 0.12% No change 187 $122K
Game Plan Financial Advisors, LLC 0.05% Add +82.2% 184 $120K
True Wealth Design, LLC 0.03% Add +7.1% 182 $119K
Bogart Wealth, LLC 0.00% Reduce -7.7% 180 $118K
Smallwood Wealth Investment Management, LLC 0.06% Reduce -1.1% 179 $117K
Holos Integrated Wealth LLC 0.07% No change 172 $117K
Obsidian Cio, LLC 0.17% New 178 $117K
Fiduciary Counselling Inc. 0.30% New 175 $114K
Birchbrook, Inc. 0.06% No change 174 $114K
Ossiam 0.00% Add +44.9% 171 $112K
Rossby Financial, LCC 0.03% Add +14.1% 170 $111K
Coastline Trust Co 0.01% Add +8.3% 169 $110K
Corsicana & Co. 0.06% No change 169 $110K
S&T Bank 0.03% Reduce -16.4% 168 $110K
Kelleher Financial Advisors 0.03% No change 168 $110K
McGuire Capital Advisors Inc. 0.07% — 167 $109K
1015 Capital Partners, LLC 0.11% — 167 $109K
Riverview Trust Co 0.13% No change 166 $108K
First Community Trust NA 0.08% No change 165 $108K
SWAN Capital LLC 0.04% No change 162 $106K
Measured Wealth Private Client Group, LLC 0.03% Add +1460.0% 156 $102K
Capital Analysts, LLC 0.00% Add +15.8% 154 $101K
Olistico Wealth, LLC 0.05% New 153 $100K
Princeton Global Asset Management LLC 0.02% No change 153 $100K
Glass Jacobson Investment Advisors llc 0.04% Reduce -65.8% 151 $99K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -6.8% 150 $98K
West Branch Capital LLC 0.02% No change 148 $97K
AlphaQuest LLC 0.01% New 147 $96K
Highline Wealth Partners LLC 0.03% Add +10.6% 146 $95K
Maryland Capital Advisors Inc. 0.03% No change 146 $95K
Trifecta Capital Advisors, LLC 0.01% Reduce -2.0% 146 $95K
Asset Dedication, LLC 0.01% Add +46.9% 144 $94K
Bullseye Investment Management, LLC 0.05% New 144 $94K
Keating Financial Advisory Services, Inc. 0.01% — 140 $92K
Valley Wealth Managers, Inc. 0.01% No change 137 $90K
Twin Lakes Capital Management, LLC 0.04% No change 135 $88K
Avalon Trust Co 0.01% No change 132 $86K
Mowery & Schoenfeld Wealth Management, LLC 0.12% Add +38.3% 130 $85K
Steigerwald, Gordon & Koch Inc. 0.01% Add +50.6% 128 $84K
Bfsg, LLC 0.01% Reduce -94.1% 127 $83K
Wolff Wiese Magana LLC 0.05% Add +46.5% 126 $82K
Perkins Coie Trust Co 0.01% Reduce -1.6% 122 $80K
Scarborough Advisors, LLC 0.01% Add +18.2% 117 $76K
Intact Investment Management Inc. 0.00% Reduce -94.3% 115 $75K
RMG Wealth Management LLC 0.01% Add +6.5% 115 $75K
First Financial Corp. 0.03% Add +0.9% 114 $75K
DT Investment Partners, LLC 0.01% No change 114 $75K
Horizon Financial Services, LLC 0.03% No change 113 $74K
Pacifica Partners Inc. 0.03% Add +1.9% 108 $73K
Atlas Capital Advisors Inc. 0.01% — 112 $73K
Godsey & Gibb, Inc. 0.01% Reduce -57.5% 111 $73K
SRH Advisors, LLC 0.02% No change 109 $71K
Frazier Financial Advisors, LLC 0.04% Reduce -41.9% 108 $71K
Kemnay Advisory Services Inc. 0.01% New 108 $71K
Adkins Seale Capital Management LLC 0.07% — 106 $69K
AdvisorShares Investments LLC 0.01% Reduce -50.5% 106 $69K
KERR FINANCIAL PLANNING Corp 0.09% No change 94 $69K
Asset Planning,Inc 0.05% No change 105 $69K
Osbon Capital Management LLC 0.06% — 105 $69K
Granite FO LLC 0.04% No change 104 $68K
RiverPark Advisors, LLC 0.04% Add +50.7% 104 $68K
Sachetta, LLC 0.04% Reduce -46.6% 102 $67K
Broadwater Capital Management LLC 0.05% No change 102 $67K
WealthCollab, LLC 0.03% Add +7.5% 101 $66K
Ransom Advisory, Ltd 0.03% Reduce -5.6% 101 $66K
Navigoe, LLC 0.04% No change 101 $66K
Hurley Capital, LLC 0.04% Reduce -2.9% 100 $65K
Swiss Re Ltd. 0.00% — 100 $65K
Covestor Ltd 0.03% Reduce -69.9% 99 $65K
Tsfg, LLC 0.01% No change 99 $65K
Private Wealth Management Group, LLC 0.02% No change 98 $64K
Financial Connections Group, Inc. 0.02% No change 99 $64K
Archer Investment Corp 0.01% No change 97 $64K
Beaird Harris Wealth Management, LLC 0.00% No change 96 $63K
Jackson, Grant Investment Advisers, Inc. 0.02% Add +140.0% 96 $63K
GGM Financial LLC 0.03% No change 93 $61K
Birchwood Financial Partners, Inc. 0.06% — 93 $61K
North Ridge Wealth Advisors, Inc. 0.03% No change 93 $61K
Motco 0.01% Reduce -44.6% 93 $61K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.00% — 93 $61K
Pacific Center for Financial Services 0.02% No change 98 $60K
Country Trust Bank 0.00% Reduce -75.5% 92 $60K
Coston, McIsaac & Partners 0.01% No change 93 $60K
Orion Capital Management LLC 0.02% No change 90 $59K
Financial Freedom, LLC 0.03% No change 89 $58K
Robinswood Financial LLC 0.02% No change 89 $58K
Mascoma Wealth Management LLC 0.01% Add +2.3% 88 $57K
Your Advocates Ltd., LLP 0.02% No change 87 $57K
Strategic Advocates LLC 0.01% No change 85 $56K
JNBA Financial Advisors 0.00% Add +7.6% 85 $56K
Financial Management Professionals, Inc. 0.01% Reduce -8.6% 85 $56K
Clarity Asset Management, Inc. 0.03% No change 84 $55K
1620 Investment Advisors, Inc. 0.04% No change 84 $55K
Advocate Investing Services LLC 0.05% — 83 $54K
Solstein Capital, LLC 0.02% No change 83 $54K
Winthrop Capital Management, LLC 0.01% No change 81 $53K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -2.4% 81 $53K
Eq Wealth Advisors, LLC 0.03% New 78 $51K
Fourth Dimension Wealth, LLC 0.02% Reduce -82.9% 78 $51K
Cedar Mountain Advisors, LLC 0.01% Add +4.0% 77 $50K
Crews Bank & Trust 0.01% Add +162.1% 76 $50K
Founders Capital Management 0.03% No change 75 $49K
MRP Capital Investments, LLC 0.04% No change 75 $49K
Skylands Capital, LLC 0.01% No change 75 $49K
Loomis Sayles & Co. L P 0.00% Reduce -2.6% 75 $49K
IMA Advisory Services, Inc. 0.00% No change 75 $49K
Wellington-Altus USA Inc. 0.04% — 74 $48K
JDM Financial Group LLC 0.02% No change 72 $47K
Deseret Mutual Benefit Administrators 0.02% Add +32.1% 70 $46K
Truvestments Capital LLC 0.01% Add +1.4% 70 $46K
Comprehensive Financial Planning, Inc. 0.03% Add +1600.0% 68 $44K
Halbert Hargrove Global Advisors, LLC 0.00% Add +441.7% 65 $43K
Avion Wealth 0.01% Reduce -27.8% 65 $42K
Capital Advisors, Ltd. LLC 0.00% Add +1.6% 64 $42K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 64 $42K
Copeland Capital Management, LLC 0.00% No change 64 $42K
Elevation Wealth Partners, LLC 0.01% Add +18.9% 63 $41K
Ares Financial Consulting, LLC 0.04% — 63 $41K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 62 $41K
Horrell Capital Management, Inc. 0.02% No change 62 $41K
Fortitude Family Office, LLC 0.01% Add +1.6% 62 $41K
Fortis Group Advisors, LLC 0.01% No change 61 $40K
IMG Wealth Management, Inc. 0.02% Add +39.5% 60 $39K
Monetary Management Group Inc. 0.01% No change 60 $39K
Pension & Wealth Management Advisors, Inc. 0.01% Add +5.4% 59 $39K
Howard Hughes Medical Institute 0.02% No change 59 $39K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +1350.0% 58 $38K
Imprint Wealth LLC 0.18% Reduce -50.0% 58 $38K
Aspect Partners, LLC 0.02% Add +5.5% 58 $38K
Team Financial Group, LLC 0.02% No change 57 $37K
Strengthening Families & Communities, LLC 0.01% Reduce -30.9% 56 $37K
Prestige Wealth Management Group LLC 0.01% Reduce -1.8% 56 $37K
Global Wealth Strategies & Associates 0.01% Add +12.0% 56 $37K
Lodestone Wealth Management LLC 0.01% New 55 $36K
Entrust Financial LLC 0.03% — 55 $36K
Minot DeBlois Advisors LLC 0.03% No change 55 $36K
Dogwood Wealth Management LLC 0.02% Add +41.0% 55 $36K
Monetary Solutions, Ltd 0.03% — 54 $35K
Prosperity Bancshares Inc 0.03% — 54 $35K
Decker Retirement Planning Inc. 0.02% Reduce -98.9% 54 $35K
Wilkerson Advisory Group LLC 0.01% — 54 $35K
CGC Financial Services, LLC 0.01% Add +68.8% 54 $35K
Bay Harbor Wealth Management, LLC 0.01% Add +5.9% 54 $35K
Strategic Wealth Advisors LLC 0.03% — 54 $35K
Pioneer Family Office, LLC 0.02% — 53 $35K
Financially Speaking Inc 0.02% Add +1666.7% 53 $35K
Westfuller Advisors, LLC 0.01% Add +36.8% 52 $34K
Motiv8 Investments LLC 0.02% New 52 $34K
Evolution Wealth Management Inc. 0.03% Add +116.7% 52 $34K
Valued Wealth Advisors LLC 0.01% Add +333.3% 52 $34K
Nvest Wealth Strategies, Inc. 0.02% — 51 $33K
Wealth Watch Advisors, INC 0.01% Add +27.5% 51 $33K
Estate Planners Group, LLC 0.01% — 49 $32K
Quest 10 Wealth Builders, Inc. 0.03% Reduce -5.9% 48 $31K
Darwin Wealth Management, LLC 0.01% Add +9.3% 47 $31K
Gilpin Wealth Management, LLC 0.02% — 47 $31K
Commonwealth Retirement Investments LLC 0.01% New 46 $30K
DiNuzzo Private Wealth, Inc. 0.00% No change 45 $29K
Brandywine Financial Group 0.06% — 44 $29K
Dynamic Wealth Strategies, LLC 0.02% Reduce -15.4% 44 $29K
Morton Brown Family Wealth, LLC 0.01% Reduce -4.5% 42 $27K
Navalign, LLC 0.01% New 42 $27K
First Pacific Financial 0.00% No change 41 $27K
Kilter Group LLC 0.01% Add +17.1% 41 $27K
Ascentis Wealth Management, LLC 0.01% Add +241.7% 41 $27K
Torren Management, LLC 0.01% — 39 $26K
Cornerstone Financial Management LLC 0.02% — 39 $25K
Marshall & Sterling Wealth Advisors Inc. 0.02% Reduce -15.6% 38 $25K
Signature Resources Capital Management, LLC 0.01% No change 38 $25K
Financial Network Wealth Advisors LLC 0.03% No change 37 $24K
Contravisory Investment Management, Inc. 0.00% New 37 $24K
O'Brien Wealth Partners LLC 0.00% No change 37 $24K
Red Tortoise LLC 0.01% No change 36 $24K
Longview Financial Advisors LLC 0.01% New 35 $23K
Stephens Consulting, LLC 0.01% No change 35 $23K
Bare Financial Services, Inc 0.01% Add +16.7% 35 $23K
Richardson Financial Services Inc. 0.01% Add +93.8% 31 $22K
Nova Wealth Management, Inc. 0.01% No change 33 $22K
RHL Group, LLC 0.02% — 33 $22K
Tucker Asset Management LLC 0.01% New 32 $21K
LFA - Lugano Financial Advisors SA 0.01% No change 32 $21K
Merited Wealth, LLC 0.02% — 31 $20K
Copia Wealth Management 0.01% No change 31 $20K
Pingora Partners LLC 0.01% No change 31 $20K
Bernzott Capital Advisors 0.01% New 31 $20K
Fort Vancouver Investment Management, LLC 0.01% Add +66.7% 30 $20K
Marquette Asset Management, LLC 0.00% Add +20.0% 30 $20K
Vermillion & White Wealth Management Group, LLC 0.01% Add +20.0% 30 $20K
Park Place Capital Corp 0.00% Reduce -9.1% 30 $20K
Sawyer & Company, Inc 0.01% New 29 $19K
High Note Wealth, LLC 0.00% Add +61.1% 29 $19K
Arlington Trust Co LLC 0.00% Reduce -97.6% 29 $19K
HighMark Wealth Management LLC 0.01% Add +100.0% 28 $18K
Ogorek Anthony Joseph /NY/ 0.01% Add +7.7% 28 $18K
Luminist Capital LLC 0.02% Add +2500.0% 26 $17K
Pandora Wealth, Inc. 0.01% No change 26 $17K
AXS Investments LLC 0.01% Reduce -21.2% 26 $17K
Joseph Group Capital Management 0.00% New 26 $17K
Clark Wealth Partners 0.01% No change 25 $16K
VSM Wealth Advisory, LLC 0.00% No change 25 $16K
Redwood Park Advisors LLC 0.01% No change 24 $16K
MPWM Advisory Solutions, LLC 0.01% Add +1100.0% 24 $16K
Glynn Capital Management LLC 0.01% No change 24 $16K
Tradewinds Capital Management, LLC 0.00% Reduce -66.2% 24 $16K
Burkett Financial Services, LLC 0.01% No change 23 $15K
Raffa Wealth Management, LLC 0.00% Add +21.1% 23 $15K
Evolution Advisers, Inc. 0.01% No change 23 $15K
Penserra Capital Management LLC 0.00% Reduce -97.6% 24 $15K
Roxbury Financial LLC 0.01% New 22 $14K
Principia Wealth Advisory, LLC 0.01% Add +4.8% 22 $14K
Bravera Wealth 0.01% — 22 $14K
1 North Wealth Services LLC 0.01% No change 22 $14K
American Capital Advisory, LLC 0.01% Add +10.5% 21 $14K
Y.D. More Investments Ltd 0.00% New 6,609 $14K
Blueline Advisors LLC 0.01% — 20 $13K
Kennebec Savings Bank 0.01% No change 20 $13K
FWL Investment Management, LLC 0.00% Add +566.7% 20 $13K
IAG Wealth Partners, LLC 0.00% Reduce -82.1% 20 $13K
TOWER TRUST & INVESTMENT Co 0.01% No change 20 $13K
Manning & Napier Advisors LLC 0.00% New 19 $13K
Wealth Preservation Advisors, LLC 0.01% Reduce -53.7% 19 $12K
Conquis Financial LLC 0.01% New 19 $12K
West Financial Advisors, LLC 0.00% New 19 $12K
Redmont Wealth Advisors LLC 0.02% No change 17 $11K
Timmons Wealth Management, LLC 0.01% — 17 $11K
CrossGen Wealth, LLC 0.01% — 16 $10K
Kings Path Partners LLC 0.00% No change 16 $10K
Creative Capital Management Investments LLC 0.00% Reduce -54.3% 16 $10K
Newton One Investments LLC 0.00% No change 15 $10K
Bulwark Capital Corp 0.01% No change 15 $10K
Arcadia Investment Advisors LLC 0.00% No change 15 $10K
Inlight Wealth Management, LLC 0.00% No change 15 $10K
Clayton Financial Group LLC 0.00% New 14 $9K
Atomic Invest LLC 0.00% — 13 $9K
Legacy Wealth Managment, LLC 0.00% Add +116.7% 13 $8K
Sunrise Financial Services, LLC 0.01% — 13 $8K
United Financial Planning Group LLC 0.01% Add +85.7% 13 $8K
Retirement Wealth Solutions LLC 0.01% Reduce -53.9% 12 $8K
Turning Point Benefit Group, Inc. 0.00% Add +1100.0% 12 $8K
Garner Asset Management Corp 0.00% New 12 $8K
Lavaca Capital LLC 0.00% No change 12 $8K
Curio Wealth, LLC 0.00% Add +266.7% 11 $7K
Investors Portfolio Services LLC 0.01% — 11 $7K
Quaker Wealth Management, LLC 0.00% Add +37.5% 11 $7K
Align Financial, LLC 0.00% — 7,189 $7K
Fairway Wealth LLC 0.00% New 11 $7K
Catherine Avery Investment Management LLC 0.00% No change 10 $7K
PayPay Securities Corp 0.19% Add +25.0% 10 $7K
Benson Wealth Management INC 0.01% — 10 $7K
Paladin Partners, LLC 0.00% — 10 $7K
Mark Sheptoff Financial Planning, LLC 0.00% No change 10 $7K
Atlantic Private Wealth, LLC 0.00% Add +12.5% 9 $6K
Winnacle Wealth LLC 0.00% Add +12.5% 9 $6K
Chelsea Counsel Co. 0.00% No change 9 $6K
Daytona Street Capital LLC 0.00% — 9 $6K
Whipplewood Advisors, LLC 0.00% New 9 $6K
Reyes Financial Architecture, Inc. 0.00% Reduce -35.7% 9 $6K
Compass Financial Services Inc 0.00% New 9 $6K
REAP Financial Group, LLC 0.00% No change 8 $5K
Bayban 0.00% — 8 $5K
NorthAvenue LLC 0.00% — 8 $5K
Delos Wealth Advisors, LLC 0.00% No change 8 $5K
Goodman Advisory Group, LLC 0.00% No change 7 $5K
Seneschal Advisors, LLC 0.00% No change 7 $5K
Centennial Bank 0.00% No change 7 $5K
Cherry Tree Wealth Management, LLC 0.00% New 7 $5K
City Holding Co. 0.00% No change 7 $5K
Luken Investment Analytics, LLC 0.00% New 6 $4K
Raleigh Capital Management Inc. 0.00% New 6 $4K
Davis Capital Management 0.00% No change 5 $3K
Caitlin John, LLC 0.00% No change 5 $3K
Bear Mountain Capital, Inc. 0.00% Reduce -42.9% 4 $3K
Ulland Investment Advisors, LLC 0.00% No change 3 $2K
Tower View Wealth Management LLC 0.00% No change 3 $2K
Quattro Advisors LLC 0.00% — 3 $2K
Ankerstar Wealth, LLC 0.00% — 3 $2K
Lummis Asset Management, LP 0.00% No change 3 $2K
Anfield Capital Management, LLC 0.00% No change 3 $2K
Bellevue Asset Management, LLC 0.00% No change 3 $2K
DecisionPoint Financial, LLC 0.00% No change 3 $2K
Proffitt & Goodson Inc. 0.00% No change 3 $2K
Gleason Group, Inc. 0.00% New 3 $2K
CDKV Holdings LLC 0.00% — 2 $1K
Jessup Wealth Management, Inc 0.00% New 2 $1K
Fairman Group, LLC 0.00% No change 2 $1K
Rexford Capital Inc. 0.00% New 2 $1K
Deane Retirement Strategies, Inc. 0.00% No change 2 $1K
Tidemark, LLC 0.00% New 2 $1K
Quintet Private Bank (Europe) S.A. 0.00% No change 2 $1K
Battery Global Advisors, LLC 0.00% New 25 $1K
IFC & Insurance Marketing, Inc. 0.00% — 2 $1K
Winch Advisory Services, LLC 0.00% No change 1 $655
ROSS\JOHNSON & Associates LLC 0.01% New 1 $654
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% Reduce -95.2% 1 $654
Walsh & Associates, LLC 0.00% — 1 $654
Islay Capital Management, LLC 0.00% New 1 $654
Gould Capital, LLC 0.00% No change 1 $654
Innovative Advisory Group, LLC 0.00% No change 1 $654
Breakwater Investment Management 0.00% No change 1 $654
Litman Gregory Wealth Management LLC 0.00% New 1 $654
Dorato Capital Management 0.00% — 1 $645
LM Advisors LLC 0.00% Reduce -31.1% 275 $421

"% of holder's portfolio" is GEV's weight in each manager's 13F, not the share of GE Vernova Inc. the manager owns.