Intl Business MachinesIBM

13F holders, Q2 2024 (June 30)
2,758holders −47
116new positions
161sold out
10famous investors
$172.78avg. 13F price*

At the end of Q2 2024, 2,758 institutions reported holding Intl Business Machines Corp. (IBM) in their 13F filings, down 47 from Q1 2024. 116 opened new positions and 161 sold out. The largest holders were Vanguard Group Inc. ($15.4B), BlackRock Inc. ($13.0B) and State Street Corp. ($9.4B). 10 famous investors held it, including Cliff Asness (0.3% of AQR Capital Management's portfolio), Jeremy Grantham (0.2% of GMO's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).

Company
Intl Business Machines Corp.
Filed as
INTERNATIONAL BUSINESS MACHS (Q2 2024)
Sector
Technology
CUSIP
459200101
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,000 Q1 2024: 2,805Q1 2024Q2 2024: 2,758Q2 2024Q3 2024: 2,937Q3 2024Q4 2024: 3,144Q4 2024Q1 2025: 3,267Q1 2025Q2 2025: 3,410Q2 2025Q3 2025: 3,422Q3 2025Q4 2025: 3,706Q4 2025Q1 2026: 3,493Q1 2026Q2 2026: 3,641Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions116$185.2M
Exits161$499.6M

All 13F filers, Q1 2024 → Q2 2024: 21,827,845 shares bought and 17,718,124 shares sold, net +4,109,721 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,758 holders

Vanguard Group Inc. 0.30% Add +1.1% 89,134,779 $15.4B
BlackRock Inc. 0.30% Add +0.3% 75,369,608 $13.0B
State Street Corp. 0.41% Reduce -0.0% 54,471,080 $9.4B
Geode Capital Management, LLC 0.31% Add +3.6% 20,525,419 $3.5B
Bank of America Corp. 0.27% Add +0.1% 16,364,646 $2.8B
Morgan Stanley 0.18% Reduce -2.5% 13,807,230 $2.4B
Amundi 0.64% Add +2.3% 9,425,800 $1.7B
Northern Trust Corp. 0.28% Add +2.1% 9,489,367 $1.6B
Bank of New York Mellon Corp 0.28% Reduce -2.7% 8,510,882 $1.5B
JPMorgan Chase & Co. 0.11% Add +4.6% 7,622,292 $1.3B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.38% Add +31.2% 7,616,022 $1.3B
Ameriprise Financial Inc. 0.35% Add +6.4% 7,366,715 $1.3B
Legal & General Group Plc 0.33% Add +0.5% 6,657,898 $1.2B
Charles Schwab Investment Management Inc. 0.22% Add +1.1% 6,537,423 $1.1B
Norges Bank 0.14% Reduce -0.8% 5,410,547 $935.8M
California Public Employees Retirement System 0.67% Reduce -13.3% 5,252,656 $908.4M
FMR LLC 0.05% Reduce -17.0% 4,901,657 $847.7M
Royal Bank of Canada 0.20% Reduce -8.5% 4,833,906 $836.0M
Dimensional Fund Advisors LP 0.22% Add +6.8% 4,796,206 $829.4M
Goldman Sachs Group Inc. 0.16% Add +6.3% 4,611,459 $797.6M
Wells Fargo & Company 0.20% Add +0.5% 4,416,790 $763.9M
Barclays PLC 0.35% Add +11.7% 4,396,071 $760.3M
Invesco Ltd. 0.15% Add +3.3% 4,153,049 $718.3M
UBS Group AG 0.22% Add +5.9% 4,047,402 $700.0M
First Trust Advisors LP 0.63% Add +11.2% 3,566,693 $616.9M
Nuveen Asset Management, LLC 0.17% Reduce -9.0% 3,358,245 $580.8M
Deutsche Bank AG 0.25% Add +6.3% 3,205,342 $554.4M
HSBC Holdings PLC 0.30% Reduce -7.5% 2,722,356 $471.0M
Swiss National Bank 0.32% Reduce -0.7% 2,714,300 $469.4M
Sumitomo Mitsui Trust Group, Inc. 0.31% Reduce -7.1% 2,440,689 $422.1M
Capital World Investors 0.07% Add +616.0% 2,319,760 $401.2M
T. Rowe Price Associates Inc. 0.05% Reduce -34.8% 2,291,301 $396.3M
Neuberger Berman Group LLC 0.28% Reduce -3.4% 1,994,576 $344.9M
Stifel Financial Corp. 0.37% Add +3.8% 1,912,807 $330.8M
Rhumbline Advisers 0.29% Add +0.1% 1,790,490 $309.7M
National Pension Service 0.35% Add +2.7% 1,741,562 $301.2M
LSV Asset Management 0.65% Reduce -4.1% 1,714,857 $296.6M
Bank of Montreal 0.09% Add +12.0% 1,659,977 $289.1M
Capital Wealth Planning, LLC 2.86% Add +8.8% 1,578,660 $273.0M
BNP Paribas Financial Markets 0.29% Add +30.4% 1,552,203 $268.5M
California State Teachers Retirement System 0.32% Add +0.5% 1,510,994 $261.3M
Aberdeen Group plc 0.48% Add +15.7% 1,436,381 $248.4M
Thrivent Financial for Lutherans 0.49% Add +306.3% 1,401,798 $242.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.29% Add +10.4% 1,369,477 $236.9M
HighTower Advisors, LLC 0.36% Add +0.6% 1,338,088 $231.5M
Franklin Resources Inc. 0.07% Add +60.8% 1,319,757 $228.3M
Raymond James & Associates 0.15% Reduce -3.9% 1,310,327 $226.6M
Envestnet Asset Management Inc. 0.08% Add +5.5% 1,309,420 $226.5M
ProShare Advisors LLC 0.60% Add +1.0% 1,288,227 $222.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.25% Add +10.9% 1,280,767 $221.5M
Citigroup Inc. 0.21% Add +15.9% 1,277,427 $220.9M
DekaBank Deutsche Girozentrale 0.39% Reduce -7.6% 1,252,937 $215.0M
CANADA LIFE ASSURANCE Co 0.40% Add +15.5% 1,235,224 $213.9M
New York State Common Retirement Fund 0.28% Reduce -0.6% 1,221,830 $211.3M
AQR Capital Management 0.32% Add +0.2% 1,222,630 $209.5M
LPL Financial LLC 0.10% Add +9.0% 1,205,448 $208.5M
PNC Financial Services Group, Inc. 0.14% Reduce -0.8% 1,181,450 $204.3M
Prudential Financial Inc. 0.30% Reduce -21.4% 1,138,322 $196.9M
Swedbank AB 0.24% Reduce -0.7% 1,054,083 $182.3M
Principal Financial Group Inc. 0.11% Reduce -1.7% 1,047,155 $181.1M
Alliancebernstein L.P. 0.06% Reduce -37.4% 1,022,091 $176.8M
W1M Investment Management Ltd 3.22% Add +4.0% 987,684 $170.9M
Robeco Institutional Asset Management B.V. 0.35% Reduce -16.3% 946,373 $163.7M
APG Asset Management N.V. 0.28% Reduce -33.4% 971,043 $156.7M
State Board of Administration of Florida Retirement System 0.31% Reduce -9.0% 904,870 $156.5M
Unisphere Establishment 1.57% Reduce -22.8% 900,000 $155.7M
Epoch Investment Partners, Inc. 0.71% Reduce -4.3% 893,262 $154.5M
Adage Capital Partners Gp, L.L.C. 0.28% Reduce -2.5% 876,190 $151.5M
National Bank of Canada 0.23% Reduce -7.7% 851,304 $149.0M
New York State Teachers Retirement System 0.31% Reduce -2.1% 858,164 $148.4M
Brandywine Global Investment Management, LLC 1.08% Add +38.8% 833,040 $144.1M
Schroder Investment Management Group 0.16% Reduce -8.8% 832,756 $144.0M
SG Americas Securities, LLC 0.92% Add +203.1% 825,368 $142.7M
Mitsubishi UFJ Trust & Banking Corp 0.34% Add +2.7% 822,403 $142.2M
Caisse de depot et placement du Quebec 0.34% Reduce -25.5% 813,762 $140.7M
Retirement Systems of Alabama 0.52% Reduce -4.2% 776,407 $134.3M
Fort Washington Investment Advisors Inc. 0.86% Reduce -3.8% 762,656 $131.9M
Wealth Enhancement Advisory Services, LLC 0.29% Add +7.1% 710,708 $122.9M
Commonwealth Equity Services, LLC 0.19% Add +0.4% 696,138 $120.4M
Janus Henderson Group PLC 0.06% Reduce -4.1% 687,923 $119.0M
Raymond James Financial Services Advisors, Inc. 0.16% Add +1.2% 654,226 $113.1M
Janney Montgomery Scott LLC 0.34% Add +1.6% 650,552 $112.5M
TCW Group Inc. 0.99% Add +52.6% 639,634 $110.6M
TD Asset Management Inc 0.10% Add +4.2% 620,636 $107.3M
Russell Investments Group, Ltd. 0.17% Reduce -1.4% 606,345 $104.5M
Penserra Capital Management LLC 1.32% Add +21.0% 604,151 $104.5M
Connor, Clark & Lunn Investment Management Ltd. 0.43% Reduce -3.4% 594,643 $102.8M
US Bancorp \de 0.14% Add +0.3% 583,657 $100.9M
Allspring Global Investments Holdings, LLC 0.16% Add +14.2% 580,279 $100.4M
Manufacturers Life Insurance Company, The 0.09% Reduce -1.0% 579,648 $100.3M
Korea Investment CORP 0.25% Reduce -26.9% 563,823 $97.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.23% — 559,440 $96.7M
ING Groep NV 0.57% Add +35.1% 556,519 $96.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.25% Reduce -14.3% 552,590 $95.6M
Toronto Dominion Bank 0.15% Reduce -14.1% 534,338 $92.4M
Truist Financial Corp. 0.14% Reduce -3.7% 530,349 $91.7M
Victory Capital Management Inc. 0.09% Reduce -11.3% 528,614 $91.4M
Chevy Chase Trust Holdings, LLC 0.29% Reduce -1.1% 521,866 $90.3M
Baird Financial Group, Inc. 0.19% Add +0.8% 519,525 $89.9M
State of Wisconsin Investment Board 0.23% Reduce -0.3% 510,680 $88.3M
Asset Management One Co., Ltd. 0.34% Reduce -0.3% 509,822 $88.2M
Aviva PLC 0.25% Add +29.5% 507,388 $87.8M
Treasurer of the State of North Carolina 0.36% Add +6.0% 491,375 $85.0M
Nomura Asset Management Co. Ltd. 0.29% Add +2.2% 488,198 $84.4M
CIBC Private Wealth Group LLC 0.16% Reduce -0.4% 472,004 $83.8M
Pictet Asset Management Holding SA 0.09% Add +4.0% 478,690 $82.8M
Ensign Peak Advisors, Inc 0.15% Add +1.5% 475,544 $82.2M
Blair William & Co. 0.25% Add +19.3% 473,267 $81.9M
Jennison Associates LLC 0.05% Add +4.7% 468,473 $81.0M
Allianz Asset Management GmbH 0.13% Add +133.8% 467,780 $80.9M
E. Ohman J:or Asset Management AB 1.99% Reduce -0.4% 463,616 $80.2M
American Century Companies Inc. 0.05% Reduce -20.7% 453,811 $78.5M
Assenagon Asset Management S.A. 0.19% Add +249.3% 448,874 $77.6M
Chilton Investment Co. Inc. 2.18% Add +1.1% 447,894 $77.5M
M&T Bank Corp 0.26% Reduce -2.5% 447,370 $77.4M
Captrust Financial Advisors 0.25% Add +22.2% 447,261 $77.4M
Acadian Asset Management LLC 0.24% Reduce -49.0% 444,794 $76.9M
Danske Bank A/S 0.28% Reduce -26.0% 436,774 $75.5M
KBC Group NV 0.23% Add +16.3% 436,411 $75.5M
J. Safra Sarasin Holding AG 1.38% — 436,002 $75.4M
AXA S.A. 0.22% Add +4.5% 432,215 $74.8M
Swiss Life Asset Management Ltd 0.88% Add +12.2% 429,580 $74.3M
Public Employees Retirement System of Ohio 0.29% Reduce -3.6% 427,260 $73.9M
GMO 0.24% Add +1.6% 414,029 $71.6M
Cibc World Market Inc. 0.18% Add +3.7% 413,962 $71.6M
Corient Private Wealth LP 0.12% Add +3.5% 412,288 $71.3M
Teacher Retirement System of Texas 0.40% Add +21.5% 410,931 $71.1M
Rockefeller Capital Management L.P. 0.20% Add +3.6% 406,402 $70.3M
Mackenzie Financial Corp. 0.10% Reduce -13.7% 389,850 $67.4M
Royal London Asset Management Ltd. 0.17% Add +3.3% 386,427 $66.8M
Bank of Nova Scotia 0.13% Add +188.9% 377,786 $65.3M
Edgar Lomax Co. 4.20% Reduce -1.7% 374,617 $64.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.21% Add +4.7% 366,551 $63.4M
Osaic Holdings, Inc. 0.15% Reduce -6.9% 365,314 $63.2M
Advisors Capital Management, LLC 1.10% Add +8.2% 363,084 $62.8M
Mn Services Vermogensbeheer B.V. 0.45% Reduce -2.3% 360,910 $62.4M
Meyer Handelman Co. 2.19% Add +0.8% 360,465 $62.3M
State of Tennessee, Department of Treasury 0.23% Reduce -2.8% 357,403 $61.8M
TCTC Holdings, LLC 2.10% Add +0.6% 353,800 $61.2M
Guggenheim Capital LLC 0.43% Reduce -5.0% 344,810 $59.6M
Qube Research & Technologies Ltd 0.11% Add +27.0% 344,327 $59.6M
Natixis Advisors, LLC 0.13% Reduce -5.3% 343,022 $59.3M
Crawford Investment Counsel Inc. 1.13% Reduce -2.0% 342,212 $59.2M
State of New Jersey Common Pension Fund D 0.25% Reduce -35.4% 336,769 $58.2M
Resona Asset Management Co.,Ltd. 0.35% Reduce -4.2% 334,979 $57.8M
Vontobel Holding Ltd. 0.19% Add +16.2% 331,056 $57.3M
Comerica Bank 0.24% Reduce -1.2% 330,367 $57.1M
Renaissance Technologies 0.10% Reduce -62.8% 329,000 $56.9M
Rafferty Asset Management, LLC 0.21% Add +8.6% 327,612 $56.7M
Welch Group, LLC 2.69% Reduce -0.0% 324,188 $56.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.66% Add +3.1% 323,135 $55.9M
Arrowstreet Capital, Limited Partnership 0.05% Reduce -85.9% 321,505 $55.6M
Applied Finance Capital Management, LLC 2.56% Add +28.3% 320,430 $55.4M
Intech Investment Management LLC 0.68% Add +66.6% 318,035 $55.0M
Citadel Advisors 0.05% Reduce -25.6% 308,173 $53.3M
Handelsbanken Fonder AB 0.23% Add +0.0% 306,258 $53.0M
D. E. Shaw & Co. 0.08% Add +124.7% 302,528 $52.3M
Pacer Advisors, Inc. 0.12% Reduce -5.4% 298,720 $51.7M
Cerity Partners LLC 0.14% Add +5.3% 297,043 $51.4M
Lazard Asset Management LLC 0.07% Reduce -1.1% 294,807 $51.0M
State of Michigan Retirement System 0.26% Add +1.3% 293,886 $50.8M
Silvercrest Asset Management Group LLC 0.35% Reduce -3.7% 292,524 $50.6M
Creative Planning 0.05% Add +6.5% 286,063 $49.5M
Cetera Investment Advisers 0.11% Reduce -3.2% 284,090 $49.1M
Birch Hill Investment Advisors LLC 2.37% Reduce -0.5% 283,125 $49.0M
Zacks Investment Management 0.55% Add +2.7% 282,885 $48.9M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.55% — 281,181 $48.6M
Capital Advisors Inc. 0.99% Add +1.6% 278,021 $48.1M
Unigestion Holding SA 2.59% Add +99.4% 288,196 $47.1M
Rokos Capital Management LLP 1.11% New 271,694 $47.0M
Mariner, LLC 0.09% Add +6.4% 269,858 $46.7M
Kornitzer Capital Management Inc. 0.89% Reduce -0.7% 268,915 $46.5M
Arizona State Retirement System 0.31% Add +1.4% 265,769 $46.0M
Brown Advisory Inc. 0.06% Add +1.5% 265,568 $45.9M
Vest Financial, LLC 1.09% Add +12.7% 263,467 $45.6M
Van Hulzen Asset Management, LLC 3.03% Add +44.8% 261,410 $45.2M
Forsta Ap-Fonden 0.40% Reduce -1.2% 259,600 $44.9M
Susquehanna International Group, LLP 0.08% Add +13.3% 256,091 $44.3M
RNC Capital Management LLC 2.44% Add +4.6% 254,649 $44.0M
Cambridge Investment Research Advisors, Inc. 0.16% Add +2.9% 251,177 $43.4M
Sei Investments Co. 0.06% Add +18.6% 250,229 $43.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.45% Add +8.3% 248,839 $43.0M
Pinebridge Investments, L.P. 0.35% Add +175.7% 247,503 $42.8M
MetLife Investment Management, LLC 0.25% Add +14.4% 245,000 $42.4M
Advisors Asset Management, Inc. 0.83% Reduce -4.8% 244,698 $42.3M
Douglas Lane & Associates, LLC 0.59% Reduce -11.5% 240,684 $41.6M
APG Asset Management US Inc. 0.23% Reduce -24.1% 234,380 $41.0M
Keybank National Association 0.17% Reduce -1.9% 235,585 $40.7M
Sanctuary Advisors, LLC 0.29% — 239,743 $40.1M
Corebridge Financial, Inc. 0.22% — 227,649 $39.4M
Canada Pension Plan Investment Board 0.04% Reduce -19.8% 225,654 $39.0M
DAVENPORT & Co LLC 0.24% Reduce -0.9% 220,828 $38.2M
Achmea Investment Management B.V. 0.68% Add +3.0% 218,329 $37.8M
Beacon Pointe Advisors, LLC 0.45% Reduce -1.6% 218,107 $37.7M
Wellington Management Group LLP 0.01% Add +0.7% 216,953 $37.5M
Cibc World Markets Corp. 0.24% Add +20.8% 213,651 $37.0M
Macquarie Group Ltd. 0.04% Add +182.6% 212,499 $36.8M
Andra AP-fonden 0.62% Reduce -1.4% 212,400 $36.7M
Nisa Investment Advisors, LLC 0.23% Add +0.3% 211,823 $36.6M
Teachers Retirement System of the State of Kentucky 0.33% Reduce -1.0% 209,794 $36.3M
Todd Asset Management LLC 0.75% Reduce -0.5% 209,275 $36.2M
Cullen Capital Management, LLC 0.42% Add +42.6% 209,053 $36.2M
Focus Partners Wealth 0.12% Add +120.8% 208,440 $36.0M
DNB Asset Management AS 0.17% Add +25.7% 207,158 $35.8M
D.A. Davidson & Co. 0.31% Add +5.3% 205,153 $35.5M
Erste Asset Management GmbH 0.47% Reduce -1.1% 205,961 $35.2M
Skandinaviska Enskilda Banken AB (publ) 0.17% Add +11.7% 202,886 $35.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.23% Add +0.5% 201,772 $34.9M
BI Asset Management Fondsmaeglerselskab A/S 0.56% Add +66.0% 196,759 $34.0M
First Horizon Advisors, Inc. 1.01% Add +0.9% 192,763 $33.3M
Mercer Global Advisors Inc. 0.09% Add +3.6% 199,859 $33.2M
Minneapolis Portfolio Management Group, LLC 4.38% Reduce -0.8% 187,222 $32.4M
IFM Investors Pty Ltd 0.33% Add +2.8% 186,607 $32.3M
Amalgamated Bank 0.27% Reduce -1.3% 185,382 $32.1M
Federated Hermes, Inc. 0.08% Add +39.9% 183,544 $31.7M
Daiwa Securities Group Inc. 0.17% Add +7.1% 180,898 $31.3M
Cresset Asset Management, LLC 0.13% Add +52.1% 179,575 $31.1M
Yousif Capital Management, LLC 0.35% Reduce -5.7% 177,749 $30.7M
Jane Street Group, LLC 0.03% Add +68.8% 176,292 $30.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.18% Add +60.5% 175,588 $30.4M
Czech National Bank 0.35% Add +8.7% 175,048 $30.3M
Kestra Advisory Services, LLC 0.17% Add +12.8% 196,599 $30.2M
Daiichi Life Insurance Co., Ltd. 0.73% Add +9.2% 172,887 $29.9M
Banco Santander, S.A. 0.37% Reduce -1.0% 172,440 $29.8M
Private Advisor Group, LLC 0.20% Add +4.4% 172,104 $29.7M
Glenmede Trust Co. NA 0.15% Add +1.3% 170,880 $29.6M
Fifth Third Bancorp 0.11% Reduce -2.3% 169,303 $29.3M
Martingale Asset Management L P 0.63% Reduce -5.2% 169,125 $29.3M
Commerce Bank 0.19% Reduce -15.3% 166,814 $28.9M
Tidal Investments LLC 0.39% Reduce -15.0% 161,507 $27.9M
Calamos Advisors LLC 0.20% Add +6.2% 160,343 $27.7M
Peapack Gladstone Financial Corp. 0.43% Reduce -1.5% 160,259 $27.7M
MML Investors Services, LLC 0.11% Add +8.6% 158,607 $27.4M
Pinnacle Associates Ltd. 0.43% Add +17.1% 157,089 $27.2M
Poplar Forest Capital LLC 3.79% Add +0.7% 157,020 $27.2M
Oppenheimer Asset Management Inc. 0.35% Add +37.7% 156,676 $27.1M
Glenview Trust Co 0.54% Reduce -0.3% 156,477 $27.1M
Kayne Anderson Rudnick Investment Management LLC 0.07% Add +7.1% 156,361 $27.0M
Van Eck Associates Corp. 0.04% Reduce -7.0% 156,156 $27.0M
CIBC Asset Management Inc 0.10% Reduce -20.9% 155,406 $26.9M
CapWealth Advisors, LLC 3.33% Reduce -2.0% 152,139 $26.3M
Crossmark Global Holdings, Inc. 0.51% Add +87.5% 151,795 $26.3M
Utah Retirement Systems 0.31% Reduce -4.2% 151,105 $26.1M
Philadelphia Trust Co. 2.00% Add +2.8% 148,718 $25.7M
STRS Ohio 0.10% Reduce -2.6% 148,402 $25.7M
Huntington National Bank 0.26% Reduce 0.0% 148,274 $25.6M
Ferguson Wellman Capital Management, Inc. 0.51% Add +0.3% 145,204 $25.1M
Cullinan Associates Inc. 1.41% Reduce -5.0% 144,445 $25.0M
Abner Herrman & Brock LLC 3.13% Reduce -0.8% 142,706 $24.7M
Alps Advisors Inc. 0.17% Add +11.5% 142,076 $24.6M
LGT Group Foundation 0.38% Add +3.9% 140,541 $24.3M
Drexel Morgan & Co. 5.18% No change 139,735 $24.2M
AMF Tjanstepension AB 0.18% Reduce -34.9% 138,656 $24.0M
Florida Trust Wealth Management Co 0.82% Reduce -2.2% 138,623 $24.0M
New York Life Investment Management LLC 0.24% Reduce -0.2% 138,579 $24.0M
Candriam S.C.A. 0.15% Reduce -6.6% 137,665 $23.8M
NewEdge Wealth, LLC 0.52% Add +1730.5% 137,468 $23.8M
Credit Agricole S A 0.15% Add +3.7% 137,451 $23.8M
Prudential PLC 0.17% Add +32.1% 137,441 $23.8M
CI Investments Inc. 0.09% Add +12.7% 135,787 $23.5M
Westwood Holdings Group Inc. 0.19% Add +17.9% 134,248 $23.2M
QRG Capital Management, Inc. 0.28% Add +15.5% 134,181 $23.2M
Foundry Partners, LLC 1.23% Add +26.8% 132,899 $23.0M
Xponance LLC 0.23% Reduce -0.5% 128,385 $22.2M
Investment Management Corp of Ontario 0.60% Add +16.8% 127,897 $22.1M
Godsey & Gibb, Inc. 2.27% Reduce -6.8% 127,179 $22.0M
Public Employees Retirement Association of Colorado 0.09% Reduce -2.5% 127,111 $22.0M
Williams Jones Wealth Management, LLC. 0.27% Reduce -30.1% 126,737 $21.9M
Ethic Inc. 0.51% Add +10.9% 126,557 $21.9M
SVB Wealth LLC 0.54% Reduce -5.4% 125,402 $21.7M
TruWealth Advisors, LLC 1.43% Add +156.5% 124,073 $21.5M
Millennium Management 0.02% Reduce -43.6% 123,120 $21.3M
John G Ullman & Associates Inc. 3.21% Reduce -1.0% 121,468 $21.0M
Cwm, LLC 0.10% Add +5.7% 119,942 $20.7M
Nissay Asset Management Corp. /Japan 0.14% Add +3.2% 119,708 $20.7M
FUKOKU MUTUAL LIFE INSURANCE Co 1.56% Add +1.4% 117,310 $20.3M
Cantor Fitzgerald Investment Advisors L.P. 1.55% Reduce -18.7% 116,541 $20.2M
Levin Capital Strategies, L.P. 2.12% Add +10.7% 116,071 $20.1M
Mutual of America Capital Management LLC 0.22% Reduce -3.4% 115,843 $20.0M
Logan Capital Management Inc. 0.86% Reduce -0.8% 115,708 $20.0M
Azimuth Capital Investment Management LLC 0.81% Reduce -7.8% 114,773 $19.8M
Argent Trust Co 0.87% Add +4.4% 114,133 $19.7M
Parsons Capital Management Inc. 1.34% Reduce -0.3% 113,916 $19.7M
AE Wealth Management LLC 0.20% Reduce -1.8% 113,486 $19.6M
First Manhattan Co. Llc. 0.06% Add +1.8% 113,434 $19.6M
Sonora Investment Management Group, LLC 1.54% No change 102,332 $19.5M
Daymark Wealth Partners, LLC 0.89% Add +17.2% 211,491 $19.4M
Reynders McVeigh Capital Management, LLC 1.10% Add +8.8% 111,591 $19.3M
Pathstone Holdings, LLC 0.09% Add +0.8% 111,535 $19.3M
NewEdge Advisors, LLC 0.14% Add +30.9% 107,524 $18.6M
Atalanta Sosnoff Capital, LLC 0.42% Add +13.8% 107,043 $18.5M
Hyman Charles D 1.03% Reduce -1.2% 106,988 $18.5M
LBP Am SA 0.76% Add +3.6% 106,594 $18.4M
Scotia Capital Inc. 0.11% Add +25.5% 106,325 $18.4M
Sound Income Strategies, LLC 1.27% Add +3.8% 105,123 $18.2M
Community Bank, N.A. 2.39% Add +0.7% 104,945 $18.2M
Meiji Yasuda Asset Management Co Ltd. 0.74% Add +4.9% 104,886 $18.1M
Skba Capital Management LLC 2.88% Add +8.6% 103,845 $18.0M
Palisade Asset Management, LLC 1.86% Reduce -3.5% 103,775 $17.9M
Kimelman & Baird, LLC 1.47% — 103,184 $17.8M
USS Investment Management Ltd 0.14% No change 102,900 $17.8M
Janney Capital Management LLC 1.25% Reduce -4.0% 102,494 $17.7M
Wilkins Investment Counsel Inc. 2.63% Add +2.0% 102,115 $17.7M
Verity & Verity, LLC 1.92% Add +2.7% 102,074 $17.7M
State of Alaska, Department of Revenue 0.20% Add +2.8% 102,040 $17.6M
Compagnie Lombard Odier SCmA 0.29% Reduce -4.5% 100,662 $17.4M
Tiaa Trust, National Association 0.05% Reduce -0.3% 99,494 $17.2M
Steigerwald, Gordon & Koch Inc. 2.08% Add +3.5% 99,295 $17.2M
Illinois Municipal Retirement Fund 0.26% Add +54.0% 98,582 $17.0M
Shelton Capital Management 0.46% Add +11.6% 98,343 $17.0M
Westfield Capital Management Co. LP 0.08% Add +12.3% 97,992 $16.9M
Gillson Capital LP 1.63% Reduce -37.1% 97,600 $16.9M
Pinnacle Financial Partners Inc 0.36% Add +17.1% 97,081 $16.8M
B. Riley Wealth Advisors, Inc. 0.42% Add +1.0% 95,857 $16.6M
Avantax Advisory Services, Inc. 0.12% Add +73.0% 95,281 $16.5M
Sequoia Financial Advisors, LLC 0.20% Add +10.3% 94,879 $16.4M
Synovus Financial Corp. 0.21% Add +3.8% 93,803 $16.2M
Wealthfront Advisers LLC 0.05% Add +1.3% 93,627 $16.2M
Steward Partners Investment Advisory, LLC 0.17% Add +4.3% 93,264 $16.1M
Northwestern Mutual Wealth Management Co. 0.02% Add +2.2% 93,058 $16.1M
Eagle Asset Management Inc. 0.09% Reduce -1.9% 91,428 $16.0M
SteelPeak Wealth, LLC 0.74% Add +15.9% 90,418 $15.6M
Baldwin Wealth Partners LLC 1.21% Reduce -0.4% 89,689 $15.5M
Wesbanco Bank Inc. 0.58% Reduce -2.8% 89,354 $15.5M
Bradley Foster & Sargent Inc. 0.28% Add +3.2% 88,495 $15.3M
Benjamin F. Edwards & Company, Inc. 0.27% Add +0.5% 87,392 $15.1M
Moors & Cabot, Inc. 0.80% Add +3.0% 86,927 $15.0M
Trustmark Bank Trust Department 1.19% Add +0.2% 85,983 $14.9M
Mirae Asset Global Investments Co., Ltd. 0.07% Reduce -77.9% 85,716 $14.6M
Oak Grove Capital LLC 3.75% Add +21.9% 84,615 $14.6M
Elo Mutual Pension Insurance Co 0.34% Add +0.8% 84,118 $14.5M
Cullen/Frost Bankers, Inc. 0.21% Reduce -1.8% 83,733 $14.5M
NorthCrest Asset Manangement, LLC 0.48% Add +2.3% 83,568 $14.5M
Man Group plc 0.04% Add +13.9% 83,315 $14.4M
Atria Wealth Solutions, Inc. 0.16% Add +3.7% 82,994 $14.4M
Banque Cantonale Vaudoise 0.56% Add +77.8% 81,833 $14.2M
Townsquare Capital LLC 0.19% Add +6.0% 81,820 $14.2M
O'shaughnessy Asset Management, LLC 0.14% Add +1.6% 80,318 $13.9M
GTS Securities LLC 0.29% Add +174.1% 80,285 $13.9M
Thompson Siegel & Walmsley LLC 0.22% No change 80,016 $13.8M
HM Payson & Co. 0.25% Add +0.0% 79,988 $13.8M
Oregon Public Employees Retirement Fund 0.27% Add +0.8% 78,891 $13.6M
Vestcor Inc 0.46% Add +0.9% 78,883 $13.6M
Advisory Services Network, LLC 0.28% Reduce -5.6% 78,668 $13.6M
Atria Investments, Inc 0.17% Reduce -1.8% 77,857 $13.5M
GHP Investment Advisors, Inc. 0.67% Add +1.8% 77,200 $13.4M
Massachusetts Financial Services Co. 0.00% Add +13.5% 77,189 $13.3M
Commerzbank Aktiengesellschaft 0.44% Add +278.6% 76,213 $13.2M
Bogart Wealth, LLC 0.67% Add +11.0% 75,682 $13.1M
Bar Harbor Wealth Management 0.87% Add +2.2% 75,498 $13.1M
U.S. Capital Wealth Advisors, LLC 0.50% Add +3.9% 75,069 $13.0M
Estabrook Capital Management 2.00% Reduce -0.5% 74,964 $13.0M
James Hambro & Partners LLP 0.60% Reduce -5.2% 74,869 $13.0M
Bryn Mawr Trust Advisors, LLC 0.71% Add +15.5% 74,171 $13.0M
Gulf International Bank (UK) Ltd 0.33% Reduce -2.3% 74,879 $12.9M
Empowered Funds, LLC 0.22% Add +21.7% 74,796 $12.9M
Jacobs & Co. 1.34% Add +1.0% 73,852 $12.8M
Vanguard Personalized Indexing Management, LLC 0.24% Add +6.5% 74,637 $12.7M
Strategic Wealth Investment Group, LLC 1.61% — 72,663 $12.7M
Shufro Rose & Co. LLC 1.03% Add +18.6% 73,312 $12.7M
Greenwood Capital Associates LLC 1.66% Add +9.7% 73,069 $12.6M
Alaska Permanent Fund Corp 0.19% Reduce -1.5% 65,755 $12.6M
Gilman Hill Asset Management, LLC 2.29% Add +0.9% 73,042 $12.6M
Canal Insurance CO 3.34% No change 73,000 $12.6M
Oppenheimer & Co. Inc. 0.20% Add +0.2% 72,712 $12.6M
Prospera Financial Services Inc 0.35% Add +47.5% 72,583 $12.6M
Exchange Traded Concepts, LLC 0.32% Reduce -34.2% 71,980 $12.4M
Dakota Wealth Management 0.29% Reduce -34.0% 71,928 $12.4M
Stockman Wealth Management, Inc. 2.18% Reduce -1.5% 71,783 $12.4M
Maryland State Retirement & Pension System 0.23% Add +0.5% 71,512 $12.4M
Nordea Investment Management AB 0.01% Add +6.5% 71,307 $12.3M
Bessemer Group Inc. 0.02% Reduce -0.2% 70,933 $12.3M
Mizuho Securities USA LLC 0.27% New 70,829 $12.2M
TD Waterhouse Canada Inc. 0.11% Reduce -1.9% 69,338 $12.2M
Kestra Private Wealth Services, LLC 0.24% Add +4.4% 69,726 $12.1M
HB Wealth Management, LLC 0.14% Add +3.8% 69,305 $12.0M
Kentucky Retirement Systems 0.35% Reduce -0.4% 69,223 $12.0M
Snowden Capital Advisors LLC 0.36% Add +3.4% 68,768 $11.9M
Franklin Street Advisors Inc. 0.85% Add +1.3% 68,716 $11.9M
Lido Advisors, LLC 0.10% Add +9.7% 68,620 $11.9M
Americana Partners, LLC 0.93% Add +11.1% 68,338 $11.8M
Stephens Inc. 0.18% Reduce -3.5% 67,620 $11.7M
CHURCHILL MANAGEMENT Corp 0.14% Reduce -3.0% 67,515 $11.7M
Sabal Trust CO 0.69% Add +2350.8% 67,446 $11.7M
Transcend Capital Advisors, LLC 0.84% Add +7.2% 67,190 $11.6M
Forbes J M & Co. LLP 1.19% Add +1.3% 67,176 $11.6M
Waters Parkerson & Co., LLC 0.62% Reduce -0.5% 67,067 $11.6M
Capital Investment Advisors, LLC 0.26% Add +3.3% 66,949 $11.6M
Richard C. Young & CO., LTD. 1.38% Add +0.5% 65,615 $11.3M
MBB Public Markets I LLC 0.23% Add +1528.8% 65,233 $11.3M
Financial Counselors Inc. 0.18% Add +6.1% 65,182 $11.3M
Bokf, NA 0.20% Reduce -1.1% 65,180 $11.3M
Advocate Group LLC 2.27% Reduce -2.2% 65,079 $11.3M
Welch & Forbes LLC 0.15% Reduce -1.6% 63,595 $11.2M
Wedbush Securities Inc. 0.40% Add +4.4% 64,537 $11.2M
Bragg Financial Advisors, Inc 0.50% Add +2.4% 64,383 $11.1M
NorthCoast Asset Management LLC 0.09% Add +30.3% 64,002 $11.1M
Jefferies Financial Group Inc. 0.23% Add +295.5% 63,541 $11.0M
Federation des caisses Desjardins du Quebec 0.06% Add +44.4% 63,136 $10.9M
Trexquant Investment LP 0.16% Add +312.1% 62,306 $10.8M
Ilmarinen Mutual Pension Insurance Co 0.13% No change 62,168 $10.8M
Morgan Dempsey Capital Management LLC 3.58% Reduce -2.7% 62,033 $10.7M
Nomura Holdings Inc. 0.07% Add +952.7% 61,995 $10.7M
Sargent Investment Group, LLC 2.18% Add +0.2% 61,904 $10.7M
Adell Harriman & Carpenter Inc. 0.83% Add +10.2% 61,872 $10.7M
Kanawha Capital Management LLC 0.83% Add +11.7% 61,319 $10.6M
Flputnam Investment Management Co. 0.20% Reduce -3.0% 61,284 $10.6M
B. Metzler seel. Sohn & Co. AG 0.10% Add +11.1% 61,078 $10.6M
UMB Bank, n.a. 0.17% Reduce -31.6% 60,570 $10.5M
NewSquare Capital LLC 0.90% Add +6.3% 61,103 $10.4M
RPG Investment Advisory, LLC 1.54% Add +0.2% 60,277 $10.4M
Grassi Investment Management 0.92% No change 60,130 $10.4M
Stratos Wealth Partners, LTD. 0.17% Add +0.2% 60,067 $10.4M
First National Trust Co 0.42% Reduce -4.8% 59,351 $10.3M
Greenwich Wealth Management LLC 0.75% Reduce -0.1% 59,148 $10.2M
Walleye Trading LLC 0.20% Add +2722.5% 59,132 $10.2M
Hartford Investment Management Co. 0.35% Reduce -0.5% 58,845 $10.2M
Jones Financial Companies LLLP 0.01% Add +207.4% 58,712 $10.2M
First Financial Bank - Trust Division 1.00% Reduce -2.0% 58,426 $10.1M
Premier Fund Managers Ltd 0.40% Add +31.1% 59,020 $10.1M
MAI Capital Management 0.10% Add +18.4% 58,159 $10.1M
Principle Wealth Partners LLC 0.76% Add +1.4% 57,997 $10.0M
Metis Global Partners, LLC 0.34% Add +11.0% 57,739 $10.0M
Regions Financial Corp. 0.08% Reduce -14.7% 57,579 $10.0M
OMERS ADMINISTRATION Corp 0.10% New 57,472 $9.9M
Curi Capital, LLC 0.24% Add +0.9% 57,166 $9.9M
Bell Bank 0.82% Reduce -2.7% 56,683 $9.8M
Banque Pictet & Cie SA 0.10% Add +0.1% 56,445 $9.8M
Independent Advisor Alliance 0.33% Reduce -0.8% 56,411 $9.8M
Dearborn Partners LLC 0.42% Reduce -0.5% 56,302 $9.7M
Hartline Investment Corp./ 1.30% Add +382.7% 55,856 $9.7M
Hennessy Advisors Inc. 0.36% Reduce -1.3% 55,368 $9.6M
Avantax Planning Partners, Inc. 0.31% Reduce -2.8% 55,148 $9.5M
American Assets Investment Management, LLC 0.89% No change 55,000 $9.5M
HighPoint Advisor Group LLC 0.57% Add +7.0% 49,562 $9.5M
Beddow Capital Management Inc. 4.29% Reduce -0.1% 54,730 $9.5M
Heritage Investors Management Corp. 0.33% Reduce -2.5% 54,014 $9.3M
Payden & Rygel Investment Group 0.74% Reduce -2.0% 53,200 $9.2M
Payden & Rygel 0.74% Reduce -2.0% 53,200 $9.2M
WealthTrust Axiom LLC 3.05% Reduce -0.9% 53,190 $9.2M
Biondo Investment Advisors, LLC 1.36% Add +3.3% 52,970 $9.2M
Fiduciary Trust Co 0.14% Reduce -0.7% 52,860 $9.1M
Securian Asset Management, Inc. 0.27% Reduce -2.0% 52,820 $9.1M
First Citizens Bank & Trust Co. 0.17% Reduce -2.1% 52,591 $9.1M
Alerus Financial NA 0.68% Reduce -0.1% 52,574 $9.1M
Louisiana State Employees Retirement System 0.17% Reduce -2.4% 52,000 $9.0M
Alpha Omega Wealth Management LLC 1.71% Reduce -2.1% 51,831 $9.0M
Sit Investment Associates Inc. 0.20% Add +8.0% 51,352 $8.9M
Greystone Financial Group, LLC 1.74% Add +14.7% 51,310 $8.9M
Savant Capital, LLC 0.09% Reduce -2.5% 51,011 $8.8M
Rwa Wealth Partners, LLC 0.12% Add +0.8% 50,863 $8.8M
Evercore Wealth Management, LLC 0.14% Add +4.0% 50,734 $8.8M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -6.8% 50,726 $8.8M
Railway Pension Investments Ltd 0.10% Reduce -60.3% 50,600 $8.8M
Tower Research Capital LLC (TRC) 0.15% Reduce -26.1% 50,573 $8.7M
Raymond James Trust N.A. 0.20% Reduce -0.3% 50,143 $8.7M
Cynosure Group, LLC 1.39% Reduce -0.1% 50,023 $8.7M
Schnieders Capital Management LLC 1.76% Add +2.3% 50,006 $8.6M
Great Lakes Advisors, LLC 0.08% Add +5.9% 49,596 $8.6M
Essex Financial Services, Inc. 0.64% Add +44.6% 44,383 $8.5M
Schaper Benz & Wise Investment Counsel Inc. 0.74% Reduce -1.5% 49,247 $8.5M
Ostrum Asset Management 0.74% Reduce -4.3% 49,123 $8.5M
Lynch & Associates 1.90% Add +5.1% 48,860 $8.5M
Farmers Trust Co. 1.71% Reduce -1.2% 48,633 $8.4M
Choreo, LLC 0.14% Add +32.8% 47,928 $8.4M
Apollon Wealth Management, LLC 0.25% Add +0.3% 48,288 $8.4M
Cutler Investment Counsel LLC 1.13% Add +0.3% 47,910 $8.3M
Courier Capital LLC 0.66% Reduce -0.1% 47,822 $8.3M
M&G PLC 0.06% Reduce -44.1% 47,778 $8.3M
Cohen Capital Management, Inc. 1.42% Add +0.2% 47,741 $8.3M
Nia Impact Advisors, LLC 2.97% Reduce -3.8% 47,727 $8.3M
Orion Porfolio Solutions, LLC 0.09% Reduce -2.2% 47,491 $8.2M
Orion Portfolio Solutions, LLC 0.09% Reduce -2.2% 47,491 $8.2M
Guyasuta Investment Advisors Inc. 0.60% Reduce -0.3% 49,920 $8.2M
United Capital Financial Advisors, LLC 0.07% Reduce -33.9% 46,973 $8.1M
PFG Investments, LLC 0.58% Add +5.9% 46,686 $8.1M
Nicholas Company, Inc. 0.13% Reduce -0.0% 46,145 $8.0M
New Mexico Educational Retirement Board 0.28% No change 46,047 $8.0M
Trust Co. of Vermont 0.43% Add +1.3% 45,898 $7.9M
Leonteq Securities AG 1.10% Add +233.6% 45,821 $7.9M
Contrarius Investment Management Ltd 0.49% New 45,391 $7.8M
Mutual Advisors, LLC 0.24% Add +54.2% 40,944 $7.8M
NBT Bank, N.A. 0.56% Reduce -7.6% 45,181 $7.8M
Integrated Wealth Concepts LLC 0.11% Add +9.9% 44,980 $7.8M
Allworth Financial LP 0.05% Add +59.3% 42,200 $7.7M
Squarepoint Ops LLC 0.03% Add +51.7% 44,635 $7.7M
Wells Trecaso Financial Group, LLC 2.67% Add +0.1% 44,626 $7.7M
Edmond DE Rothschild Holding S.A. 0.13% Add +3.1% 44,581 $7.7M
F/m Investments LLC 0.28% New 44,384 $7.7M
Allen Mooney & Barnes Investment Advisors LLC 1.37% Reduce -0.0% 44,387 $7.7M
LaFleur & Godfrey LLC 1.12% Add +12.3% 44,279 $7.7M
Van Den Berg Management I, Inc. 2.26% Add +1.9% 44,057 $7.6M
Cardinal Capital Management 1.28% Add +1.4% 43,812 $7.6M
Clifford Swan Investment Counsel LLC 0.28% Reduce -0.6% 43,510 $7.5M
Brown Brothers Harriman & Co. 0.06% Add +12.2% 43,394 $7.5M
Susquehanna Portfolio Strategies, LLC 0.31% No change 43,119 $7.5M
Columbia Asset Management 1.39% Reduce -0.2% 42,983 $7.4M
Bedell Frazier Investment Counselling, LLC 1.79% Add +8.3% 42,935 $7.4M
Gotham Asset Management 0.10% Reduce -33.9% 42,727 $7.4M
Norinchukin Bank, The 0.21% Add +0.7% 42,474 $7.3M
ARS Wealth Advisors Group, LLC 0.95% Reduce -1.9% 42,461 $7.3M
Level Four Advisory Services, LLC 0.33% Reduce -18.5% 42,398 $7.3M
Ibex Wealth Advisors 1.14% Add +49.3% 42,376 $7.3M
Winslow Asset Management Inc. 1.44% Add +5.0% 42,254 $7.3M
Tectonic Advisors LLC 0.53% Add +12.2% 42,109 $7.3M
Clearstead Advisors, LLC 0.12% Add +165.9% 42,102 $7.3M
Intact Investment Management Inc. 0.27% Reduce -30.7% 41,800 $7.2M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.83% Add +9.7% 41,746 $7.2M
Channing Capital Management, LLC 0.20% Add +89.9% 41,732 $7.2M
Marathon Capital Management 1.85% Reduce -0.3% 41,725 $7.2M
UniSuper Management Pty Ltd 0.06% Add +139.0% 41,586 $7.2M
Addenda Capital Inc. 0.28% Reduce -0.0% 41,476 $7.2M
Susquehanna Fundamental Investments, LLC 0.17% New 41,400 $7.2M
Neville Rodie & Shaw Inc. 0.54% Add +40.3% 41,341 $7.2M
Whittier Trust Co. 0.10% Reduce -9.1% 41,333 $7.1M
Maven Securities LTD 1.11% Add +3.7% 41,301 $7.1M
Portland Global Advisors LLC 0.97% Add +3.9% 41,215 $7.1M
WealthPlan Investment Management, LLC 1.07% Reduce -3.2% 41,021 $7.1M
Natixis 0.04% Reduce -84.8% 40,756 $7.0M
Advisors Management Group Inc. 1.74% Reduce -14.6% 40,347 $7.0M
Cherry Creek Investment Advisors, Inc. 3.64% Reduce -1.2% 40,313 $7.0M
Ieq Capital, LLC 0.09% Add +9.8% 40,278 $7.0M
Simplicity Wealth,LLC 0.16% Reduce -4.5% 40,244 $7.0M
Fidelity D & D Bancorp Inc. 5.25% No change 40,015 $6.9M
Beacon Harbor Wealth Advisors, Inc. 1.80% Add +1.4% 39,969 $6.9M
Clearbridge Investments, LLC 0.01% Reduce -11.3% 39,779 $6.9M
Te Ahumairangi Investment Management Ltd 1.32% Reduce -4.3% 39,720 $6.9M
Coldstream Capital Management Inc. 0.17% Add +1.2% 39,702 $6.9M
Strategic Wealth Partners, Ltd. 0.72% Add +3.0% 39,682 $6.9M
Laird Norton Wetherby Trust Company, LLC 0.96% No change 39,500 $6.8M
Ameritas Investment Partners, Inc. 0.23% Add +1.1% 39,406 $6.8M
Hodges Capital Management Inc. 0.46% Add +91.8% 39,380 $6.8M
Game Creek Capital, LP 3.77% Add +86.5% 39,201 $6.8M
Baker Avenue Asset Management, LP 0.23% Add +13.1% 39,134 $6.8M
DORCHESTER WEALTH MANAGEMENT Co 1.31% Reduce -15.0% 39,088 $6.8M
Rakuten Investment Management, Inc. 0.04% Add +59.0% 39,087 $6.7M
Shelter Mutual Insurance Co 1.73% No change 38,491 $6.7M
SFE Investment Counsel 1.47% Add +4.5% 38,430 $6.6M
Montgomery Investment Management Inc. 2.61% No change 38,156 $6.6M
Meritage Portfolio Management 0.42% Reduce -1.7% 38,017 $6.6M
Rathbones Group PLC 0.04% Reduce -2.3% 37,420 $6.5M
Waverly Advisors, LLC 0.13% Add +23.3% 37,287 $6.4M
Cannell & Spears LLC 0.13% Reduce -55.5% 37,264 $6.4M
Calydon Capital 1.15% Reduce -1.2% 37,247 $6.4M
Dynamic Advisor Solutions LLC 0.20% Add +112.6% 37,135 $6.4M
Goelzer Investment Management, Inc. 0.36% Reduce -2.5% 36,957 $6.4M
Lathrop Investment Management Co. 1.25% Reduce -13.2% 36,840 $6.4M
Financial & Tax Architects, LLC 1.71% Add +7.3% 36,823 $6.4M
Insight Folios Inc 2.60% Add +2.0% 36,695 $6.3M
Forvis Mazars Wealth Advisors, LLC 0.16% Add +9.0% 36,622 $6.3M
Royal Fund Management, LLC 0.85% Add +1.5% 36,052 $6.3M
Equitable Holdings, Inc. 0.07% Add +16.9% 36,366 $6.3M
American Trust Investment Advisors, LLC 3.05% Add +1.4% 36,313 $6.3M
Verity Asset Management, Inc. 2.45% Add +121.8% 36,096 $6.2M
Prime Capital Investment Advisors, LLC 0.09% Reduce -22.8% 36,041 $6.2M
Hudson Edge Investment Partners Inc. 1.20% Add +5.2% 36,038 $6.2M
Foster & Motley Inc. 0.43% Add +2.2% 36,031 $6.2M
Benson Investment Management Company, Inc. 2.58% Add +23.1% 36,000 $6.2M
CMT Capital Markets Trading GmbH 1.77% Add +275.7% 35,921 $6.2M
Assetmark, Inc. 0.02% Add +2.9% 35,838 $6.2M
Public Sector Pension Investment Board 0.04% Add +72.1% 35,496 $6.1M
Romano Brothers and Company 0.85% Reduce -4.7% 35,340 $6.1M
Berger Financial Group, Inc 0.49% Add +0.1% 35,278 $6.1M
Tocqueville Asset Management L.P. 0.10% Reduce -17.6% 35,052 $6.1M
Carnegie Investment Counsel 0.19% Reduce -12.4% 35,040 $6.1M
XML Financial, LLC 0.60% Reduce -4.4% 34,697 $6.0M
Dodge & Cox 0.00% No change 34,270 $5.9M
Sigma Planning Corp 0.19% Reduce -0.2% 34,202 $5.9M
Mizuho Markets Americas LLC 0.16% Reduce -42.8% 34,102 $5.9M
NEOS Investment Management LLC 0.24% Add +47.6% 33,980 $5.9M
Birmingham Capital Management Co. Inc. 2.29% Reduce -0.5% 33,958 $5.9M
Kwmg, LLC 0.63% Reduce -1.6% 33,733 $5.8M
Cohen Klingenstein LLC 0.21% No change 33,715 $5.8M
Johnson Investment Counsel Inc. 0.06% Add +1.8% 33,578 $5.8M
Convergence Investment Partners, LLC 1.69% Add +20.5% 33,461 $5.8M
Community Bank & Trust, Waco, Texas 1.44% Reduce -0.1% 33,275 $5.8M
Integrated Advisors Network LLC 0.30% Reduce -26.6% 33,263 $5.8M
Fulton Bank, N.A. 0.23% Reduce -2.9% 33,153 $5.7M
SpiderRock Advisors, LLC 0.15% Reduce -14.1% 33,153 $5.7M
Abacus FCF Advisors LLC 1.42% Add +1.4% 33,136 $5.7M
Empire Financial Management Company, LLC 1.89% Add +14.8% 33,107 $5.7M
FORA Capital, LLC 0.70% New 33,082 $5.7M
Private Advisory Group LLC 0.75% Add +11.2% 33,006 $5.7M
Caxton Associates LP 0.22% New 32,500 $5.6M
Strategic Planning Group, LLC 1.23% Add +40.7% 32,498 $5.6M
Mediolanum International Funds Ltd 0.09% Add +26.4% 35,104 $5.6M
Concurrent Investment Advisors, LLC 0.18% Add +12.6% 32,331 $5.6M
Moloney Securities Asset Management, LLC 0.81% Add +18.9% 32,286 $5.6M
New England Asset Management Inc. 0.97% Reduce -2.2% 32,200 $5.6M
Toth Financial Advisory Corp. 0.71% Reduce -4.8% 32,176 $5.6M
Searle & Co. 1.30% Add +44.6% 32,111 $5.6M
Gabelli Funds LLC 0.04% Reduce -0.3% 32,060 $5.5M
Stonegate Investment Group, LLC 0.16% Reduce -3.7% 32,040 $5.5M
Perigon Wealth Management, LLC 0.16% Add +50.3% 31,923 $5.5M
Canandaigua National Bank & Trust Co. 0.60% Add +0.1% 31,896 $5.5M
Rodgers Brothers Inc. 0.75% Reduce -0.1% 31,844 $5.5M
Sowell Financial Services LLC 0.26% Reduce -1.0% 31,708 $5.5M
EP Wealth Advisors, LLC 0.06% Add +11.3% 31,481 $5.4M
Ar Asset Management Inc. 1.33% No change 31,452 $5.4M
KMG Fiduciary Partners, LLC 0.53% Add +4.0% 31,228 $5.4M
1ST Source Bank 0.31% Add +0.4% 31,057 $5.4M
Farmers & Merchants Investments Inc. 0.18% Add +2.1% 30,936 $5.4M
Bard Financial Services, Inc. 0.55% No change 30,860 $5.3M
Bleakley Financial Group, LLC 0.15% Reduce -5.3% 30,750 $5.3M
Shilanski & Associates, Inc. 1.79% Add +0.7% 30,739 $5.3M
Empirical Finance, LLC 0.33% Reduce -6.2% 30,674 $5.3M
Hourglass Capital, LLC 1.57% Add +0.4% 30,545 $5.3M
Mendel Money Management 2.47% Reduce -2.3% 30,469 $5.3M
Garland Capital Management Inc. 3.68% Reduce -2.1% 30,076 $5.2M
Kentucky Retirement Systems Insurance Trust Fund 0.35% Reduce -1.9% 29,629 $5.1M
Bonness Enterprises Inc. 1.87% No change 29,564 $5.1M
Asset Dedication, LLC 0.35% Add +10.1% 29,536 $5.1M
Cary Street Partners Investment Advisory LLC 0.21% Add +3.6% 29,525 $5.1M
Hennion & Walsh Asset Management, Inc. 0.26% Add +9.5% 29,455 $5.1M
WealthPLAN Partners, LLC 0.54% Reduce -3.0% 29,249 $5.1M
Northwestern Mutual Investment Management Company, LLC 0.13% Add +0.7% 29,233 $5.1M
Buckingham Strategic Wealth, LLC 0.05% Add +3.0% 29,219 $5.1M
Gladstone Institutional Advisory LLC 0.26% Reduce -4.3% 29,107 $5.0M
Riggs Asset Managment Co. Inc. 1.50% Reduce -2.8% 29,010 $5.0M
Factory Mutual Insurance Co. 0.06% No change 28,800 $5.0M
Aspen Grove Capital, LLC 1.17% Add +0.0% 28,747 $5.0M
Tufton Capital Management 0.97% No change 28,715 $5.0M
Foundations Investment Advisors, LLC 0.12% Add +2.7% 28,675 $5.0M
Parallel Advisors, LLC 0.13% Add +6.3% 28,620 $4.9M
Hall Laurie J Trustee 1.72% Add +1.0% 28,594 $4.9M
&partners 0.22% Add +71.0% 28,550 $4.9M
Legacy CG, LLC 1.68% New 28,503 $4.9M
King Luther Capital Management Corp. 0.02% Reduce -11.2% 28,154 $4.9M
Capital Planning Advisors, LLC 0.83% Add +4.6% 28,021 $4.8M
Iowa State Bank 1.07% Add +1.0% 27,916 $4.8M
FLC Capital Advisors 1.19% Reduce -0.3% 27,914 $4.8M
First Trust Direct Indexing L.P. 0.30% Add +14.3% 27,877 $4.8M
Hayek Kallen Investment Management 1.79% Add +1.9% 27,815 $4.8M
Whittier Trust Co. of Nevada Inc. 0.13% Reduce -5.1% 27,809 $4.8M
Trajan Wealth LLC 0.31% Add +0.1% 27,515 $4.8M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.14% New 27,500 $4.8M
Chartwell Investment Partners, LLC 0.17% Reduce -1.3% 27,228 $4.7M
Holderness Investments Co. 1.11% Add +13.4% 27,203 $4.7M
Horizon Investments, LLC 0.13% Reduce -1.0% 27,413 $4.7M
Vectors Research Management, LLC 1.44% Reduce -4.1% 27,101 $4.7M
Resources Management Corp. /CT/ 0.68% Add +2.6% 26,886 $4.7M
Altrius Capital Management Inc 1.22% Add +3.1% 26,884 $4.6M
Jacobi Capital Management LLC 0.40% Add +1.4% 26,793 $4.6M
Van Strum & Towne Inc. 1.68% Add +0.6% 26,786 $4.6M
Sound View Wealth Advisors Group, LLC 0.48% Add +1.7% 26,738 $4.6M
Ironwood Investment Counsel, LLC 0.82% Reduce -5.1% 26,577 $4.6M
Prio Wealth Limited Partnership 0.14% Reduce -10.0% 26,538 $4.6M
SouthState Bank Corp 0.33% Add +2.0% 26,489 $4.6M
Prosperity Consulting Group, LLC 0.62% Reduce -14.5% 26,476 $4.6M
NovaPoint Capital, LLC 1.55% Add +1.9% 26,443 $4.6M
Kinloch Capital, LLC 2.36% Reduce -1.5% 26,219 $4.5M
Hantz Financial Services, Inc. 0.09% Reduce -0.4% 26,164 $4.5M
Kintegral Advisory, LLC 0.43% Add +9.1% 26,065 $4.5M
Foresight Capital Management Advisors, Inc. 3.05% Add +87.9% 25,981 $4.5M
Greylin Investment Management, Inc 0.79% Reduce -1.4% 25,940 $4.5M
Principal Securities, Inc. 0.12% Add +26.0% 25,910 $4.5M
Bartlett & Co. Wealth Management LLC 0.07% Reduce -4.1% 25,789 $4.5M
United Services Automobile Association 0.11% Reduce -3.5% 25,739 $4.5M
Edge Capital Group, LLC 0.22% Add +24.8% 25,687 $4.4M
Wellington Shields & Co., LLC 1.45% Add +0.0% 25,658 $4.4M
Mgo One Seven LLC 0.21% Add +6.7% 25,471 $4.4M
Birinyi Associates Inc. 1.32% Reduce -1.0% 25,413 $4.4M
Members Trust Co 0.13% Reduce -3.0% 25,311 $4.4M
Patton Albertson Miller Group, LLC 0.62% Add +21.0% 25,250 $4.4M
Wealthspire Advisors, LLC 0.06% Reduce -0.4% 25,186 $4.4M
Jackson Hole Capital Partners, LLC 0.96% Add +6.8% 25,186 $4.4M
SS&H Financial Advisors, Inc. 1.70% No change 25,185 $4.4M
CENTRAL TRUST Co 0.11% Add +0.9% 25,101 $4.3M
Perpetual Ltd 0.05% New 25,082 $4.3M
WINTON GROUP Ltd 0.29% Reduce -29.0% 25,000 $4.3M
Gateway Advisory, LLC 0.73% Add +4.6% 24,882 $4.3M
First Nebraska Trust Co 0.44% Reduce -0.9% 24,845 $4.3M
Busey Bank 0.15% Add +6.9% 24,753 $4.3M
Hanson & Doremus Investment Management 0.71% Add +1.9% 24,648 $4.3M
Kavar Capital Partners Group, LLC 0.77% Add +0.4% 24,638 $4.3M
L2 Asset Management, LLC 1.28% Add +130.1% 24,628 $4.3M
Argyle Capital Management, LLC 1.75% Add +10.2% 24,607 $4.3M
Stock Yards Bank & Trust Co. 0.14% Reduce -1.0% 24,548 $4.2M
Capital Investment Counsel, LLC 0.83% New 24,531 $4.2M
Claret Asset Management Corp 0.75% Reduce -1.9% 24,397 $4.2M
Mesirow Financial Investment Management, Inc. 0.09% Add +4.0% 24,331 $4.2M
Silverlake Wealth Management LLC 1.71% Add +0.9% 24,101 $4.2M
Vident Advisory, LLC 0.11% Add +7.1% 24,021 $4.2M
Financial Sense Advisors, Inc. 1.31% Add +67.2% 23,960 $4.1M
Global Retirement Partners, LLC 0.13% Add +18.4% 23,837 $4.1M
Lifeworks Advisors, LLC 1.14% Add +25.8% 23,731 $4.1M
Windward Capital Management Co. 0.35% Reduce -2.3% 23,712 $4.1M
BLB&B Advisors, LLC 0.22% Add +0.7% 23,707 $4.1M
Hilltop Holdings Inc. 0.48% Reduce -1.1% 23,598 $4.1M
Valley Wealth Managers, Inc. 0.32% Reduce -6.9% 23,585 $4.1M
Tokio Marine Asset Management Co. Ltd. 0.19% Add +2.8% 23,509 $4.1M
Elevation Point Wealth Partners, LLC 0.32% Reduce -2.3% 23,415 $4.0M
PGGM Investments 0.06% Reduce -53.9% 23,374 $4.0M
Money Concepts Capital Corp. 0.34% Add +4.5% 23,161 $4.0M
Staley Capital Advisers Inc. 0.18% Reduce -0.0% 23,107 $4.0M
Melqart Asset Management (UK) Ltd 0.37% New 23,078 $4.0M
J.P. Marvel Investment Advisors, LLC 0.65% No change 23,055 $4.0M
Lombard Odier Asset Management (Switzerland) SA 0.40% Add +0.5% 23,004 $4.0M
Cunning Capital Partners, LP 2.22% No change 22,975 $4.0M
Panagora Asset Management Inc. 0.02% Reduce -20.4% 22,843 $4.0M
Stonebridge Capital Advisors LLC 0.35% Reduce -2.4% 22,815 $3.9M
Farmers National Bank 1.18% Add +11.0% 22,715 $3.9M
RFG Advisory, LLC 0.13% Add +3.7% 22,710 $3.9M
Profund Advisors LLC 0.15% Add +4.9% 22,699 $3.9M
Baader Bank Aktiengesellschaft 0.31% Reduce -1.5% 22,858 $3.9M
Kingsview Wealth Management, LLC 0.09% Reduce -8.5% 22,693 $3.9M
AXS Investments LLC 1.09% Reduce -14.3% 22,642 $3.9M
Clean Yield Group 1.45% Add +3.2% 22,434 $3.9M
Washington Trust Advisors, Inc. 0.35% Add +0.0% 22,328 $3.9M
AMG National Trust Bank 0.10% Add +23.2% 22,290 $3.9M
OneDigital Investment Advisors LLC 0.05% Add +21.8% 22,228 $3.8M
Viking Fund Management LLC 0.69% Add +0.5% 22,200 $3.8M
Mengis Capital Management, Inc. 0.78% Reduce -23.4% 22,182 $3.8M
Schonfeld Strategic Advisors LLC 0.03% Reduce -17.2% 22,106 $3.8M
Pine Valley Investments Ltd Liability Co 0.28% Add +3.9% 22,091 $3.8M
Frank, Rimerman Advisors LLC 0.27% Add +5244.8% 22,074 $3.8M
AlphaStar Capital Management, LLC 0.35% Add +18.4% 21,955 $3.8M
Mission Wealth Management, LP 0.10% Add +2.3% 21,883 $3.8M
Allen Capital Group, LLC 0.53% Add +2.0% 21,838 $3.8M
Ossiam 0.07% Add +3.2% 21,815 $3.8M
Compound Planning, Inc. 0.28% Add +9.3% 21,744 $3.8M
Capital Investment Advisory Services, LLC 0.39% Reduce -1.4% 21,731 $3.8M
Stonebridge Capital Management Inc. 1.60% Reduce -0.5% 21,616 $3.7M
Venture Visionary Partners LLC 0.17% Reduce -1.5% 21,583 $3.7M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +44.5% 19,361 $3.7M
Rothschild Investment LLC 0.26% Add +13.4% 21,508 $3.7M
Pathway Financial Advisers, LLC 1.33% Reduce -0.3% 21,568 $3.7M
Next Level Private LLC 1.70% Add +0.9% 21,453 $3.7M
Wilmington Savings Fund Society, FSB 0.14% Reduce -1.6% 21,312 $3.7M
Caprock Group, LLC 0.15% Add +50.1% 21,292 $3.7M
Siemens Fonds Invest GmbH 0.28% Add +0.6% 21,269 $3.7M
Northcape Wealth Management, LLC 1.32% Add +0.7% 21,208 $3.7M
GAMCO Investors 0.04% Add +1.3% 20,946 $3.6M
Quantinno Capital Management LP 0.07% Add +7.3% 20,941 $3.6M
Woodley Farra Manion Portfolio Management Inc. 0.20% Add +9.3% 20,797 $3.6M
Signature Wealth Management Group 1.57% Add +1.7% 20,752 $3.6M
Bontempo Ohly Capital Mgmt LLC 1.79% Reduce -0.1% 20,742 $3.6M
Herold Advisors, Inc. 0.83% Add +0.3% 20,662 $3.6M
Old Port Advisors 1.06% Reduce -1.4% 20,558 $3.6M
GYL Financial Synergies, LLC 0.27% Add +4.3% 20,539 $3.6M
AIA Group Ltd 0.10% Add +9.9% 20,457 $3.5M
Summit Financial Wealth Advisors, LLC 0.72% Add +4.3% 20,451 $3.5M
Socha Financial Group, LLC 1.65% Reduce -5.3% 20,418 $3.5M
Cornerstone Wealth Management, LLC 0.27% Add +2.3% 20,329 $3.5M
IFP Advisors, Inc 0.14% Add +43.3% 20,266 $3.5M
Signaturefd, LLC 0.07% Reduce -0.7% 20,241 $3.5M
Generali Powszechne Towarzystwo Emerytalne 1.21% No change 20,118 $3.5M
First Dallas Securities Inc. 1.52% Add +128.9% 20,041 $3.5M
Perkins Coie Trust Co 0.81% Reduce -3.9% 20,013 $3.5M
Westmount Partners, LLC 1.14% Reduce -0.0% 19,757 $3.5M
NJ State Employees Deferred Compensation Plan 0.43% No change 20,000 $3.5M
Redwood Wealth Management Group, LLC 2.61% Add +0.1% 19,990 $3.5M
Charter Research & Investment Group, Inc. 2.72% Reduce -0.5% 19,975 $3.5M
Strengthening Families & Communities, LLC 0.98% New 19,749 $3.4M
Linscomb Wealth, Inc. 0.18% Reduce -58.6% 19,596 $3.4M
Modera Wealth Management, LLC 0.05% Add +1.1% 19,499 $3.4M
Strategic Advisors LLC 0.65% Reduce -0.8% 19,397 $3.4M
Carret Asset Management, LLC 0.39% Reduce -1.5% 19,349 $3.3M
Ingalls & Snyder LLC 0.14% Reduce -4.6% 19,325 $3.3M
J. W. Coons Advisors, LLC 0.62% Reduce -2.1% 19,321 $3.3M
J.W. Cole Advisors, Inc. 0.16% Reduce -3.9% 19,239 $3.3M
Diversify Advisory Services, LLC 0.18% Reduce -23.2% 18,726 $3.3M
Smithfield Trust Co 0.17% Reduce -0.5% 19,064 $3.3M
Leo Wealth, LLC 0.34% Add +3.5% 19,011 $3.3M
Regal Investment Advisors LLC 0.22% Add +2.1% 18,938 $3.3M
Atlas Wealth LLC 0.58% Reduce -0.5% 18,602 $3.3M
Park Avenue Securities LLC 0.04% Reduce -6.5% 18,889 $3.3M
Verdence Capital Advisors LLC 0.29% Reduce -1.3% 18,861 $3.3M
NTV Asset Management LLC 0.47% Add +3.5% 18,791 $3.2M
AIMZ Investment Advisors, LLC 1.16% Reduce -1.4% 18,720 $3.2M
Alberta Investment Management Corp 0.04% Reduce -10.5% 18,700 $3.2M
Paragon Capital Management LLC 1.74% Reduce -0.9% 18,692 $3.2M
Wright Investors Service Inc. 0.85% Reduce -23.6% 18,680 $3.2M
Groupama Asset Managment 0.04% Add +72.4% 18,669 $3.2M
Burney Co./ 0.12% Reduce -25.8% 18,638 $3.2M
NorthRock Partners, LLC 0.12% Add +24.9% 18,580 $3.2M
Greenleaf Trust 0.03% Add +2.4% 18,493 $3.2M
N.E.W. Advisory Services LLC 0.34% Reduce -0.1% 18,397 $3.2M
Montag A & Associates Inc. 0.16% Add +0.5% 18,390 $3.2M
SevenBridge Financial Group, LLC 0.70% Add +1.0% 16,976 $3.2M
Associated Banc-Corp 0.10% Reduce -2.5% 18,285 $3.2M
Laird Norton Wetherby Wealth Management, LLC 0.15% Add +1.5% 18,254 $3.2M
Alkeme Wealth, LLC 1.51% Add +0.7% 18,254 $3.2M
Wellington Shields Capital Management, LLC 0.57% No change 18,219 $3.2M
Moran Wealth Management, LLC 0.10% Add +3.2% 18,196 $3.1M
Trust Co. of Toledo NA 0.46% Add +7.5% 18,193 $3.1M
McDonald Partners LLC 0.84% Add +0.6% 18,182 $3.1M
Haverford Trust Co 0.03% Add +54.1% 18,133 $3.1M
Moneta Group Investment Advisors LLC 0.05% Reduce -2.7% 18,092 $3.1M
C2C Wealth Management, LLC 3.05% No change 18,029 $3.1M
Dumont & Blake Investment Advisors LLC 0.44% Add +98.9% 17,969 $3.1M
Sage Capital Management, LLC 1.63% Add +0.8% 17,942 $3.1M
TD Private Client Wealth LLC 0.10% Add +9.0% 17,932 $3.1M
American Investment Services, Inc. 0.55% Add +18.2% 17,895 $3.1M
CFS Investment Advisory Services, LLC 0.25% New 17,876 $3.1M
Pettee Investors, Inc. 1.49% Reduce -10.0% 17,852 $3.1M
Douglass Winthrop Advisors, LLC 0.06% Reduce -4.1% 17,849 $3.1M
Nations Financial Group Inc, /Ia/ 0.25% Add +9.4% 17,834 $3.1M
Brighton Jones LLC 0.10% Add +1.5% 17,766 $3.1M
EagleClaw Capital Managment, LLC 0.55% No change 17,727 $3.1M
Brookstone Capital Management 0.05% Reduce -10.2% 16,338 $3.1M
Donoghue Forlines LLC 0.87% Add +5.2% 17,667 $3.1M
Citadel Investment Advisory, Inc. 1.74% No change 17,666 $3.1M
Fisher Asset Management 0.00% Add +0.1% 17,617 $3.0M
Merit Financial Group, LLC 0.07% Add +7.3% 17,613 $3.0M
Spinnaker Trust 0.20% Reduce -0.8% 17,608 $3.0M
Wolverine Asset Management LLC 0.29% New 17,556 $3.0M
180 Wealth Advisors, LLC 0.50% Reduce -0.8% 17,025 $3.0M
OVERSEA-CHINESE BANKING Corp Ltd 0.09% Add +196.7% 17,492 $3.0M
Pinnacle Wealth Management Advisory Group, LLC 0.31% Add +40.4% 17,480 $3.0M
Blue Trust, Inc. 0.04% Add +25.5% 15,781 $3.0M
Fayez Sarofim & Co 0.01% Add +0.1% 17,407 $3.0M
Arkadios Wealth Advisors 0.20% Add +13.0% 17,355 $3.0M
Zhang Financial LLC 0.21% Add +18.2% 17,317 $3.0M
Providence Capital Advisors, LLC 0.65% Add +1.0% 17,204 $3.0M
Focus Partners Advisor Solutions, LLC 0.08% Add +14.5% 17,136 $3.0M
Bangor Savings Bank 0.29% Reduce -2.8% 16,971 $2.9M
Chesley Taft & Associates LLC 0.15% Reduce -1.6% 16,966 $2.9M
Sky Investment Group LLC 0.57% Reduce -0.1% 16,954 $2.9M
Stolper Co 1.03% Reduce -1.1% 16,951 $2.9M
Uniplan Investment Counsel, Inc. 0.27% Reduce -1.9% 16,950 $2.9M
Point Windward Advisors Inc. 1.21% Add +0.9% 16,901 $2.9M
HBK Sorce Advisory LLC 0.10% Reduce -6.0% 16,894 $2.9M
S&co Inc. 0.20% No change 16,888 $2.9M
Vaughan Nelson Investment Management, L.P. 0.03% No change 16,735 $2.9M
Plimoth Trust Co. LLC 0.77% Reduce -1.3% 16,726 $2.9M
Towne Trust Company, N.A 1.12% Reduce -11.3% 16,719 $2.9M
Wealthcare Advisory Partners LLC 0.09% Add +7.8% 16,716 $2.9M
SPC Financial, Inc. 0.27% Add +0.8% 16,637 $2.9M
Joel Isaacson & Co., LLC 0.15% Add +4.8% 16,585 $2.9M
Leelyn Smith, LLC 0.55% Reduce -3.3% 16,556 $2.9M
Field & Main Bank 1.07% Add +0.8% 16,544 $2.9M
Independent Financial Group, LLC 0.11% Reduce -20.9% 16,510 $2.9M
Madison Asset Management, LLC 0.04% Reduce -23.9% 16,453 $2.8M
Eagle Rock Investment Company, LLC 0.51% Reduce -6.6% 16,410 $2.8M
Tompkins Financial Corp. 0.30% Reduce -1.3% 16,358 $2.8M
St. Clair Advisors, LLC 0.90% No change 16,301 $2.8M
Core Alternative Capital 0.56% No change 16,245 $2.8M
Naples Global Advisors, LLC 0.28% Reduce -0.3% 16,179 $2.8M
United Capital Management of KS, Inc. 0.61% Add +0.9% 16,045 $2.8M
Ranch Capital Advisors Inc. 1.45% Add +2.2% 16,032 $2.8M
ZWJ Investment Counsel Inc. 0.12% Add +3.5% 15,991 $2.8M
Axxcess Wealth Management, LLC 0.08% Reduce -1.3% 15,961 $2.8M
Cypress Capital Group 0.33% Add +2.4% 15,956 $2.8M
Diversified Trust Co. 0.08% Add +30.6% 15,947 $2.8M
Hamilton Point Investment Advisors, LLC 0.54% Add +0.9% 15,940 $2.8M
SeaCrest Wealth Management, LLC 0.31% Reduce -34.8% 15,853 $2.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% Add +2.5% 15,800 $2.7M
Wolverine Trading, LLC 0.04% Add +338.4% 15,750 $2.7M
Affinity Investment Advisors, LLC 2.04% Add +1.0% 15,713 $2.7M
Confluence Wealth Services, Inc. 0.22% Add +18.5% 15,679 $2.7M
Round Hill Asset Management 1.73% Reduce -2.5% 15,675 $2.7M
Agf Management Ltd. 0.02% Reduce -11.5% 15,660 $2.7M
Ipswich Investment Management Co., Inc. 0.63% Reduce -0.5% 15,644 $2.7M
Edmp, Inc. 2.44% Reduce -4.3% 15,580 $2.7M
Freestone Capital Holdings, LLC 0.10% Reduce -4.7% 15,560 $2.7M
North Star Investment Management Corp. 0.20% Reduce -2.6% 15,560 $2.7M
Rockland Trust Co. 0.14% Add +1.2% 15,558 $2.7M
Inspire Trust Co, N.A. 0.89% Add +66.5% 15,525 $2.7M
IHT Wealth Management, LLC 0.10% Add +0.2% 15,497 $2.7M
Longbow Finance SA 0.28% Reduce -5.2% 15,477 $2.7M
1832 Asset Management L.P. 0.00% Reduce -6.4% 15,458 $2.7M
Arvest Trust Co. N A 0.16% Reduce -3.7% 15,422 $2.7M
Cacti Asset Management LLC 0.21% No change 15,600 $2.7M
Silvant Capital Management LLC 0.12% No change 15,363 $2.7M
Ameritas Advisory Services, LLC 0.10% Add +38.1% 15,359 $2.7M
Hills Bank & Trust Co 0.21% Add +3.1% 15,346 $2.7M
Chicago Partners Investment Group LLC 0.10% Add +2.2% 13,867 $2.6M
Pittenger & Anderson Inc. 0.11% Add +1.0% 15,260 $2.6M
Sterneck Capital Management, LLC 1.48% Reduce -1.1% 15,091 $2.6M
Jaffetilchin Investment Partners, LLC 0.22% Add +1.5% 15,085 $2.6M
Crestwood Advisors Group, LLC 0.05% Add +0.7% 15,072 $2.6M
Meeder Advisory Services, Inc. 0.18% Add +34.3% 15,061 $2.6M
Sentry LLC 0.48% Reduce -0.3% 15,040 $2.6M
V-Square Quantitative Management LLC 0.42% Reduce -3.1% 15,015 $2.6M
Allen Investment Management, LLC 0.03% No change 15,000 $2.6M
Widmann Financial Services, Inc. 2.11% Add +1.8% 14,980 $2.6M
E Fund Management Co., Ltd. 0.14% Add +32.9% 14,979 $2.6M
Klingenstein Fields & Co. LP 0.11% Reduce -1.0% 14,915 $2.6M
Sheaff Brock Investment Advisors, LLC 0.24% Add +1.0% 14,895 $2.6M
Carson Advisory Inc. 1.81% Add +1.5% 14,880 $2.6M
Fca Corp. 0.82% Add +2.2% 14,815 $2.6M
Milestone Asset Management, LLC 0.64% Add +30.8% 14,793 $2.6M
Commonwealth Retirement Investments LLC 1.17% New 14,770 $2.6M
Concourse Financial Group Securities, Inc. 0.16% Reduce -2.3% 14,765 $2.6M
White Pine Capital LLC 0.97% Reduce -3.0% 14,753 $2.6M
Bill Few Associates, Inc. 0.98% Add +360.4% 14,709 $2.5M
Cyndeo Wealth Partners, LLC 0.20% Reduce -64.8% 14,706 $2.5M
First Hawaiian Bank 0.09% Reduce -1.9% 14,698 $2.5M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.26% Add +6.7% 14,687 $2.5M
Insight Inv LLC 2.19% No change 14,679 $2.5M
Redwood Investment Management, LLC 0.22% Add +8.1% 14,634 $2.5M
Investment House LLC 0.14% Add +11.2% 14,600 $2.5M
Citizens Financial Group Inc. 0.06% Add +12.5% 14,513 $2.5M
Proquility Private Wealth Partners, LLC 0.86% Add +188.0% 14,496 $2.5M
CreativeOne Wealth, LLC 0.13% Reduce -9.4% 14,496 $2.5M
ORG Partners LLC 0.31% Add +1125.6% 14,315 $2.5M
SkyOak Wealth, LLC 0.58% Add +4.0% 14,479 $2.5M
Lakeridge Wealth Management LLC 1.51% Add +4.5% 14,477 $2.5M
Great Valley Advisor Group, Inc. 0.07% Add +0.6% 14,469 $2.5M
Lombard Odier Asset Management (Europe) Ltd 0.17% Reduce -34.4% 14,469 $2.5M
Simmons Bank 0.19% Reduce -2.1% 14,467 $2.5M
Arete Wealth Advisors, LLC 0.21% Reduce -3.8% 14,462 $2.5M
Park National Corp. 0.09% Reduce -7.3% 14,433 $2.5M
Webster Bank, N. A. 0.27% Add +107.7% 14,411 $2.5M
Valley National Advisers Inc. 0.37% Add +339.9% 14,394 $2.5M
Keel Point, LLC 0.22% Reduce -5.4% 13,018 $2.5M
MADDEN SECURITIES Corp 1.10% New 14,375 $2.5M
Signet Investment Advisory Group, Inc. 1.33% Reduce -1.0% 14,310 $2.5M
Cornerstone Advisors, LLC 0.10% No change 14,300 $2.5M
Capital Analysts, LLC 0.11% Add +1.0% 14,287 $2.5M
Alliance Wealth Advisors, LLC 0.72% Add +0.7% 14,233 $2.5M
PARK CIRCLE Co 2.42% No change 14,200 $2.5M
Orange Investment Advisors, Inc. 0.32% Add +2.5% 15,094 $2.4M
Lynch Asset Management, Inc. 1.04% No change 14,050 $2.4M
Wealth Effects LLC 0.88% Reduce -0.9% 14,011 $2.4M
Leavell Investment Management, Inc. 0.13% Add +10.2% 13,981 $2.4M
Excalibur Management Corp. 0.99% Add +5.0% 13,962 $2.4M
Chilton Capital Management LLC 0.11% Add +7.3% 13,909 $2.4M
Kovack Advisors, Inc. 0.26% Add +60.0% 13,842 $2.4M
Choate Investment Advisors 0.06% Add +18.4% 13,834 $2.4M
Cladis Investment Advisory, LLC 1.73% Reduce -0.3% 13,810 $2.4M
Spire Wealth Management 0.08% Reduce -11.6% 13,805 $2.4M
Jupiter Asset Management Ltd. 0.02% Reduce -18.5% 13,632 $2.4M
Plato Investment Management Ltd 0.22% No change 13,630 $2.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Add +4.0% 12,542 $2.3M
Corrado Advisors, LLC 1.51% Reduce -4.4% 13,473 $2.3M
Valeo Financial Advisors, LLC 0.07% Add +2.1% 13,448 $2.3M
Vaughan David Investments LLC 0.06% Add +2.8% 13,434 $2.3M
Atlas Capital Advisors Inc. 0.30% Reduce -22.0% 13,318 $2.3M
International Assets Investment Management, LLC 0.22% Add +15.0% 13,296 $2.3M
Ballentine Partners, LLC 0.04% Reduce -7.7% 13,264 $2.3M
Citizens & Northern Corp. 0.72% Reduce -3.1% 13,261 $2.3M
Brooks, Moore & Associates, Inc. 1.47% No change 13,200 $2.3M
Grey Ledge Advisors, LLC 0.62% Add +0.1% 13,196 $2.3M
Lee Danner & Bass Inc. 0.18% — 13,197 $2.3M
CIC Wealth, LLC 0.63% Add +3.2% 13,183 $2.3M
Rwwm, Inc. 0.25% Reduce -6.4% 13,141 $2.3M
Robertson Stephens Wealth Management, LLC 0.12% Reduce -9.5% 13,118 $2.3M
Green Alpha Advisors, LLC 1.82% Reduce -15.9% 13,098 $2.3M
WASHINGTON TRUST Co 0.08% Reduce -0.0% 13,094 $2.3M
Charles Schwab Trust Co 0.21% Add +638.5% 13,093 $2.3M
Lowe Brockenbrough & Co. Inc. 0.15% Reduce -1.1% 13,063 $2.3M
KKM Financial LLC 1.07% Add +2.1% 13,110 $2.3M
Little House Capital LLC 0.70% Add +9.6% 13,032 $2.3M
Garner Asset Management Corp 0.83% Add +5.5% 12,970 $2.2M
Wagner Wealth Management, LLC 0.67% Reduce -19.3% 12,962 $2.2M
Round Rock Advisors LLC 0.55% Reduce -2.9% 12,944 $2.2M
Ledyard National Bank 0.22% Add +21.4% 12,903 $2.2M
Griffin Asset Management, Inc. 0.26% Add +0.1% 12,878 $2.2M
Group One Trading LLC 0.07% Reduce -3.2% 12,859 $2.2M
Cassaday & Co Wealth Management LLC 0.07% Add +2.3% 12,852 $2.2M
Vise Technologies, Inc. 0.39% Add +0.3% 12,822 $2.2M
Bright Futures Wealth Management, LLC. 1.20% Reduce -1.8% 11,705 $2.2M
TFC Financial Management, Inc. 0.39% Reduce -2.0% 12,775 $2.2M
Slagle Financial, LLC 1.13% Add +5.1% 12,755 $2.2M
Evergreen Capital Management LLC 0.08% Add +16.2% 12,687 $2.2M
Essex LLC 0.49% Reduce -0.1% 12,685 $2.2M
Forza Wealth Management, LLC 1.13% No change 12,665 $2.2M
Sumitomo Life Insurance Co. 0.05% Reduce -11.5% 12,602 $2.2M
Brown Miller Wealth Management, LLC 0.91% Reduce -1.2% 12,600 $2.2M
Private Capital Management, LLC 0.26% No change 12,577 $2.2M
Cypress Capital, LLC 0.59% Add +1.3% 12,514 $2.2M
Intrust Bank NA 0.23% Add +0.1% 12,497 $2.2M
Old National Bancorp 0.05% Reduce -21.2% 12,472 $2.2M
Hudock, Inc. 0.40% Reduce -0.8% 12,450 $2.2M
Bridges Investment Management Inc. 0.03% Add +46.3% 12,438 $2.2M
Ascent Group, LLC 0.17% Reduce -21.2% 12,308 $2.1M
CW Advisors, LLC 0.03% Add +1.1% 12,253 $2.1M
Impax Asset Management Group plc 0.01% No change 12,176 $2.1M
Lanark Financial, Inc. 0.19% Add +5.0% 12,104 $2.1M
Culbertson A N & Co. Inc. 0.36% Reduce -1.8% 12,080 $2.1M
Optimist Retirement Group LLC 1.10% Reduce -4.1% 12,053 $2.1M
Csenge Advisory Group 0.12% Reduce -2.5% 12,028 $2.1M
O'ROURKE & COMPANY, Inc 1.17% Add +0.2% 12,029 $2.1M
Gratus Capital, LLC 0.08% Add +7.9% 12,019 $2.1M
Pensionfund Sabic 0.61% No change 12,000 $2.1M
Abn Amro Investment Solutions 0.04% Add +95.7% 11,962 $2.1M
Lantz Financial LLC 0.64% Add +0.9% 11,935 $2.1M
Portside Wealth Group, LLC 0.39% Reduce -3.8% 11,934 $2.1M
Gifford Fong Associates 0.55% No change 11,900 $2.1M
Valicenti Advisory Services Inc. 0.55% Add +2.1% 11,889 $2.1M
Tobam 0.32% Add +135.9% 11,816 $2.0M
Private Trust Co. NA 0.22% Reduce -6.0% 11,802 $2.0M
Diversify Wealth Management, LLC 0.25% — 11,130 $2.0M
Zuckerman Investment Group, LLC 0.24% Reduce -0.8% 11,760 $2.0M
Peloton Wealth Strategists 0.85% Reduce -0.1% 11,752 $2.0M
Founders Financial Securities LLC 0.19% Add +10.2% 11,751 $2.0M
Compass Ion Advisors, LLC 0.29% No change 10,626 $2.0M
Ascentis Independent Advisors 0.42% — 11,729 $2.0M
Allegheny Financial Group 0.58% Add +5.5% 11,728 $2.0M
Cary Street Partners Asset Management LLC 0.30% Add +1.2% 11,688 $2.0M
Moneco Advisors, LLC 0.30% Add +1.6% 11,686 $2.0M
Aries Wealth Management 0.63% No change 11,637 $2.0M
Deseret Mutual Benefit Administrators 0.93% Reduce -16.3% 11,603 $2.0M
Nicholas Hoffman & Company, LLC. 0.09% Add +4.5% 11,588 $2.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.33% Reduce -0.0% 11,570 $2.0M
Los Angeles Capital Management LLC 0.01% Reduce -94.4% 11,525 $2.0M
Ofi Invest Asset Management 0.05% Reduce -56.0% 12,312 $2.0M
Graypoint LLC 0.14% Add +17.9% 11,479 $2.0M
Fifth Third Wealth Advisors LLC 0.15% Add +296.2% 11,454 $2.0M
Azzad Asset Management Inc. 0.23% New 11,443 $2.0M
Focused Wealth Management, Inc 0.29% Add +1.2% 11,440 $2.0M
Providence Wealth Advisors, LLC 1.57% Reduce -6.3% 11,298 $2.0M
New England Research & Management, Inc. 0.94% Add +8.9% 11,365 $2.0M
Clark Financial Services Group Inc. 2.07% No change 11,354 $2.0M
Sunbelt Securities, Inc. 0.20% Add +21.4% 11,326 $2.0M
Sage Investment Advisers LLC 2.21% Reduce -2.8% 11,322 $2.0M
LVM Capital Management Ltd. 0.22% Reduce -0.2% 11,304 $2.0M
Mather Group, Llc. 0.02% Add +116.9% 10,235 $2.0M
Cornell Pochily Investment Advisors, Inc. 0.74% Add +4.5% 11,287 $2.0M
Trivium Point Advisory, LLC 0.29% Add +31.2% 11,256 $1.9M
Keystone Financial Planning, Inc. 0.64% Reduce -1.8% 11,250 $1.9M
Ceera Investments, LLC 0.82% Reduce -2.9% 11,240 $1.9M
Sompo Asset Management Co., Ltd. 0.33% Reduce -3.7% 11,222 $1.9M
Signet Financial Management, LLC 0.26% Add +1.3% 11,221 $1.9M
Twelve Points Wealth Management LLC 0.68% Add +12.6% 11,203 $1.9M
Aull & Monroe Investment Management Corp 0.95% Reduce -10.4% 11,180 $1.9M
Vista Investment Partners LLC 0.65% Add +836.9% 11,177 $1.9M
Trust Investment Advisors 1.23% Add +4.1% 11,147 $1.9M
Zurich Insurance Group Ltd 0.02% No change 11,100 $1.9M
Farther Finance Advisors, LLC 0.09% Add +17.9% 10,963 $1.9M
Trust Point Inc. 0.15% Reduce -3.8% 11,099 $1.9M
Connecticut Wealth Management, LLC 0.10% Add +16.0% 11,042 $1.9M
Marco Investment Management LLC 0.18% Add +1.6% 11,031 $1.9M
Tower Bridge Advisors 0.22% Add +4.0% 11,009 $1.9M
Hedges Asset Management LLC 1.37% No change 11,000 $1.9M
First Trust Investment Solutions L.P. 0.27% Add +4.3% 10,968 $1.9M
Roble, Belko & Company, Inc 0.32% No change 10,959 $1.9M
Kingswood Wealth Advisors, LLC 0.17% Add +9.6% 10,947 $1.9M
JPL Wealth Management, LLC 0.93% New 10,933 $1.9M
G&S Capital LLC 0.82% Add +287.0% 10,334 $1.9M
Raleigh Capital Management Inc. 0.80% Reduce -0.8% 10,912 $1.9M
Pinnacle Holdings, LLC 0.88% Reduce -0.6% 10,901 $1.9M
Hunter Associates Investment Management LLC 0.32% Add +3.3% 10,895 $1.9M
Woodward Diversified Capital, LLC 1.10% Add +1.2% 10,857 $1.9M
Cooper Financial Group 0.28% Reduce -17.9% 10,849 $1.9M
JFS Wealth Advisors, LLC 0.15% Reduce -8.3% 10,819 $1.9M
Ceeto Capital Group, LLC 0.72% Add +0.5% 10,805 $1.9M
Fred Alger Management, LLC 0.01% Reduce -93.3% 10,784 $1.9M
SlateStone Wealth, LLC 0.20% Add +6.6% 10,759 $1.9M
Centiva Capital, LP 0.09% Add +28.7% 10,737 $1.9M
Gen-Wealth Partners Inc 0.90% Add +5.0% 10,728 $1.9M
Qtron Investments LLC 0.27% Reduce -4.9% 10,718 $1.9M
Bowen Hanes & Co. Inc. 0.05% Add +5.3% 10,695 $1.8M
Quest Investment Management LLC 0.20% No change 10,684 $1.8M
St Germain D J Co. Inc. 0.09% Reduce -7.5% 10,674 $1.8M
Schulhoff & Co. Inc. 0.83% Add +0.3% 10,649 $1.8M
Ausdal Financial Partners, Inc. 0.20% Add +1.0% 10,646 $1.8M
CHICAGO TRUST Co NA 0.37% Add +17.7% 10,625 $1.8M
Hilltop Wealth Advisors, LLC 0.92% Reduce -17.7% 10,622 $1.8M
Marks Group Wealth Management, Inc 0.19% Reduce -6.5% 10,557 $1.8M
Walleye Capital LLC 0.02% Reduce -78.8% 10,553 $1.8M
Altman Advisors, Inc. 1.04% Add +0.5% 10,533 $1.8M
Geneos Wealth Management Inc. 0.08% Reduce -3.0% 10,522 $1.8M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1.03% Reduce -1.9% 10,501 $1.8M
Hussman Strategic Advisors, Inc. 0.50% New 10,500 $1.8M
Silverberg Bernstein Capital Management LLC 1.75% No change 10,470 $1.8M
Jump Financial, LLC 0.04% Reduce -42.8% 10,456 $1.8M
Trust Asset Management LLC 0.15% No change 10,452 $1.8M
Physicians Financial Services, Inc. 0.59% Add +0.7% 10,433 $1.8M
Beese Fulmer Investment Management, Inc. 0.16% Add +1.7% 10,398 $1.8M
Harbor Capital Advisors, Inc. 0.14% Add +0.1% 10,397 $1.8M
Smith Anglin Financial, LLC 0.18% Reduce -1.8% 10,395 $1.8M
Redmond Asset Management, LLC 0.59% Add +12.7% 10,363 $1.8M
Meridian Investment Counsel Inc. 0.57% Reduce -0.8% 10,358 $1.8M
Hamel Associates, Inc. 0.56% No change 10,350 $1.8M
Alternative Investment Advisors, LLC. 1.02% Add +1.0% 10,346 $1.8M
Westhampton Capital, LLC 0.97% No change 10,346 $1.8M
Wedmont Private Capital 0.11% Add +3.6% 9,707 $1.8M
Venturi Wealth Management, LLC 0.10% Add +32.0% 10,248 $1.8M
Provenance Wealth Advisors, LLC 0.25% Reduce -2.0% 10,232 $1.8M
Steel Grove Capital Advisors, LLC 0.24% Reduce -30.1% 10,226 $1.8M
Rehmann Capital Advisory Group 0.13% Add +0.9% 10,170 $1.8M
Ironwood Financial, llc 0.39% Reduce -2.5% 10,157 $1.8M
Newman Dignan & Sheerar, Inc. 0.45% Reduce -2.5% 10,154 $1.8M
Flagship Harbor Advisors, LLC 0.11% Reduce -0.5% 10,150 $1.8M
Naviter Wealth, LLC 0.26% Add +14.4% 10,126 $1.8M
Boothe Investment Group, Inc. 0.81% Add +24.3% 10,001 $1.8M
OV Management LLC 1.22% Add +1.1% 10,108 $1.7M
Del-Sette Capital Management, LLC 1.43% Reduce -57.5% 10,098 $1.7M
J. Goldman & Co LP 0.06% Reduce -78.0% 10,092 $1.7M
First City Capital Management, Inc. 0.98% Reduce -1.7% 10,087 $1.7M
Exencial Wealth Advisors, LLC 0.07% Reduce -14.4% 10,079 $1.7M
TFG Advisers LLC 0.67% Add +9.0% 10,043 $1.7M
Peddock Capital Advisors, LLC 0.45% Add +0.6% 10,040 $1.7M
Main Street Financial Solutions, LLC 0.16% Add +3.5% 10,035 $1.7M
Nicolet Advisory Services, LLC 0.17% Add +3.9% 9,751 $1.7M
Advent Capital Management 3.10% Reduce -33.3% 10,000 $1.7M
Westport Asset Management Inc. 0.87% No change 10,000 $1.7M
Clearstead Trust, LLC 0.43% Add +1.3% 9,976 $1.7M
Insigneo Advisory Services, LLC 0.19% Reduce -3.0% 9,393 $1.7M
Midland Wealth Advisors, LLC 0.10% Reduce -7.7% 9,949 $1.7M
Sandy Spring Bank 0.08% Add +1.7% 9,936 $1.7M
FineMark National Bank & Trust 0.06% Reduce -0.0% 9,927 $1.7M
Donaldson Capital Management, LLC 0.07% Reduce -9.1% 9,924 $1.7M
Good Life Advisors, LLC 0.14% Reduce -2.2% 9,890 $1.7M
Zullo Investment Group, Inc. 0.75% Reduce -0.9% 9,880 $1.7M
RKL Wealth Management LLC 0.16% Add +4.5% 9,880 $1.7M
Journey Advisory Group, LLC 0.20% Add +4.8% 9,879 $1.7M
Emfo, LLC 1.53% No change 9,867 $1.7M
Dorsey & Whitney Trust CO LLC 0.12% Reduce -11.4% 9,862 $1.7M
Parthenon LLC 0.22% Add +0.1% 9,847 $1.7M
Bailard, Inc. 0.05% Reduce -6.0% 9,839 $1.7M
Dudley Capital Management, LLC 0.95% Reduce -1.5% 9,818 $1.7M
Centennial Wealth Advisory LLC 0.74% Reduce -5.5% 9,812 $1.7M
MIdWestOne Financial Group, Inc. 0.31% Add +0.3% 9,790 $1.7M
Mendel Capital Management LLC 1.09% Reduce -0.8% 9,775 $1.7M
Key Client Fiduciary Advisors, LLC 0.85% Reduce -7.3% 9,736 $1.7M
Ritholtz Wealth Management 0.06% Reduce -7.0% 9,734 $1.7M
Cidel Asset Management Inc. 0.13% Reduce -3.9% 9,656 $1.7M
Caldwell Sutter Capital, Inc. 0.83% Reduce -6.1% 9,654 $1.7M
Arvest Investments, Inc. 0.27% Reduce -4.4% 9,644 $1.7M
Detalus Advisors, LLC 0.57% Reduce -1.6% 9,604 $1.7M
Belpointe Asset Management LLC 0.12% Add +5.9% 9,588 $1.7M
Independent Solutions Wealth Management, LLC 0.38% Reduce -10.6% 9,566 $1.7M
Cigna Investments Inc. 0.31% Reduce -0.7% 9,555 $1.7M
Nicolet Bankshares Inc. 0.35% Add +0.2% 9,542 $1.7M
Hartford Financial Management Inc. 0.35% Reduce -4.3% 9,529 $1.6M
Bison Wealth, LLC 0.27% No change 8,585 $1.6M
Joule Financial, LLC 0.67% Add +2.7% 9,467 $1.6M
Mainstay Capital Management LLC 0.29% Add +6.9% 9,463 $1.6M
Patten Group, Inc. 0.39% No change 9,441 $1.6M
Ridgecrest Wealth Partners, LLC 0.98% No change 9,426 $1.6M
Cozad Asset Management Inc. 0.16% Add +14.6% 9,419 $1.6M
Paradigm Asset Management Co. LLC 0.45% Add +10.6% 9,400 $1.6M
GAMMA Investing LLC 0.22% Add +42.4% 9,370 $1.6M
Archford Capital Strategies, LLC 0.26% Reduce -5.5% 9,356 $1.6M
Osterweis Capital Management Inc. 0.11% Reduce -8.0% 9,325 $1.6M
Inlet Private Wealth, LLC 0.44% Reduce -3.1% 9,317 $1.6M
Ashton Thomas Private Wealth, LLC 0.09% Reduce -43.1% 9,216 $1.6M
Fort Sheridan Advisors LLC 0.26% Add +29.1% 9,208 $1.6M
Kessler Investment Group, LLC 0.86% Reduce -14.1% 9,207 $1.6M
Inscription Capital, LLC 0.26% Add +8.9% 9,190 $1.6M
Core Wealth Advisors, Inc. 0.54% Reduce -19.7% 9,178 $1.6M
Longfellow Investment Management Co. LLC 0.40% Add +23.0% 9,153 $1.6M
Capital Advisory Group Advisory Services, LLC 0.67% Add +12.6% 9,127 $1.6M
Strategic Blueprint, LLC 0.11% Add +35.0% 9,113 $1.6M
Chesapeake Asset Management LLC 1.51% No change 9,087 $1.6M
Sierra Summit Advisors LLC 0.39% Add +12.3% 9,072 $1.6M
Summit Financial, LLC 0.07% Add +97.0% 9,057 $1.6M
Diligent Investors, LLC 0.39% Add +0.4% 9,054 $1.6M
Checchi Capital Advisers, LLC 0.12% Reduce -2.5% 9,045 $1.6M
Uncommon Cents Investing LLC 0.49% Add +9.6% 9,043 $1.6M
Slocum, Gordon & Co LLP 1.16% No change 9,030 $1.6M
Larson Financial Group LLC 0.11% Add +211.6% 9,022 $1.6M
Marcum Wealth, LLC 0.16% Add +0.8% 9,013 $1.6M
Pavion Blue Capital, LLC 0.77% No change 9,011 $1.6M
DT Investment Partners, LLC 0.14% Add +1.3% 8,991 $1.6M
Smith Salley Wealth Management 0.11% Add +1.8% 8,982 $1.6M
Palumbo Wealth Management LLC 0.66% Add +16.9% 8,981 $1.6M
Chicago Capital, LLC 0.05% Add +11.2% 8,950 $1.5M
Beaumont Financial Advisors, LLC 0.12% Reduce -0.6% 8,942 $1.5M
Mitchell McLeod Pugh & Williams Inc. 0.35% Reduce -1.9% 8,902 $1.5M
Bahl & Gaynor LLC 0.01% Add +5.9% 8,898 $1.5M
Thoroughbred Financial Services, LLC 0.10% Add +98.2% 8,880 $1.5M
Sandbox Financial Partners, LLC 0.59% Add +3.5% 8,868 $1.5M
Empower Advisory Group, LLC 0.01% Reduce -2.6% 8,836 $1.5M
Modern Wealth Management, LLC 0.11% Reduce -2.7% 8,783 $1.5M
Asahi Life Asset Management Co., LTD. 1.04% Reduce -20.5% 8,770 $1.5M
Fortis Group Advisors, LLC 0.30% Add +0.2% 8,749 $1.5M
AlphaMark Advisors, LLC 0.52% Reduce -1.9% 8,708 $1.5M
Duncker Streett & Co. Inc. 0.29% No change 8,692 $1.5M
Investment Partners Asset Management, Inc. 1.34% Add +1.4% 8,664 $1.5M
Parisi Gray Wealth Management 0.54% Add +0.1% 8,644 $1.5M
Stamos Capital Partners, L.P. 0.32% Add +34.7% 8,620 $1.5M
Onyx Bridge Wealth Group LLC 0.24% Reduce -0.7% 8,610 $1.5M
StoneX Group Inc. 0.12% Reduce -25.5% 8,609 $1.5M
Carl P. Sherr & Co., LLC 0.83% Add +2.4% 8,606 $1.5M
Shulman DeMeo Asset Management LLC 0.39% Add +0.1% 8,606 $1.5M
Atlantic Edge Private Wealth Management, LLC 0.50% Add +6.2% 8,598 $1.5M
KCM Investment Advisors LLC 0.05% Reduce -0.1% 8,595 $1.5M
Montecito Bank & Trust 0.30% Reduce -0.8% 8,587 $1.5M
South Dakota Investment Council 0.03% Reduce -17.7% 8,568 $1.5M
Centaurus Financial, Inc. 0.10% Add +128.6% 8,558 $1.5M
Baldwin Investment Management, LLC 0.20% Add +2.4% 8,549 $1.5M
Wendell David Associates Inc. 0.15% Reduce -0.6% 8,537 $1.5M
Adirondack Trust Co. 0.60% Reduce -0.1% 8,525 $1.5M
Byrne Asset Management LLC 1.23% Reduce -2.1% 8,628 $1.5M
Terra Nova Asset Management LLC 1.16% Add +0.3% 8,488 $1.5M
Heritage Wealth Management, Inc. 0.49% — 8,339 $1.5M
Investors Asset Management of Georgia Inc. /Ga/ 0.72% Add +1.0% 8,482 $1.5M
First National Bank of Omaha 0.10% Add +1.3% 8,481 $1.5M
Signature Estate & Investment Advisors LLC 0.04% Add +309.4% 8,459 $1.5M
Steinberg Asset Management LLC 1.14% Reduce -0.7% 8,444 $1.5M
Transatlantique Private Wealth LLC 0.59% Reduce -23.6% 8,452 $1.4M
Howland Capital Management LLC 0.07% Add +0.1% 8,324 $1.4M
Fiduciary Group, LLC 0.16% Reduce -3.2% 8,323 $1.4M
Birchbrook, Inc. 0.86% Reduce -22.4% 8,316 $1.4M
CWS Financial Advisors, LLC 0.57% Add +2.9% 8,312 $1.4M
Stansberry Asset Management, LLC 0.20% Reduce -66.7% 8,299 $1.4M
Red Spruce Capital, LLC 0.67% Reduce -1.4% 8,286 $1.4M
Atlantic Union Bankshares Corp 0.09% Add +0.6% 8,258 $1.4M
SageView Advisory Group, LLC 0.09% New 8,234 $1.4M
Wynn Capital, LLC 1.05% Reduce -2.9% 8,213 $1.4M
Pingora Partners LLC 1.01% No change 8,190 $1.4M
Davis R M Inc. 0.03% Add +8.3% 8,165 $1.4M
Becker Capital Management Inc. 0.05% Add +0.0% 8,159 $1.4M
Nichols & Pratt Advisers LLP 0.10% Reduce -0.1% 8,158 $1.4M
Clarkston Capital Partners, LLC 0.03% No change 8,151 $1.4M
Forte Capital LLC 0.17% Reduce -3.2% 8,147 $1.4M
Ancora Advisors LLC 0.03% Reduce -1.0% 8,132 $1.4M
Penobscot Investment Management Company, Inc. 0.14% Add +3.8% 8,113 $1.4M
Relative Value Partners Group, LLC 0.18% Reduce -2.3% 8,113 $1.4M
Lake Street Private Wealth, LLC 0.18% Reduce -3.3% 8,113 $1.4M
MassMutual Private Wealth & Trust, FSB 0.04% Add +23.0% 8,093 $1.4M
FAS Wealth Partners, Inc. 0.12% Add +0.8% 8,041 $1.4M
Oder Investment Management, LLC 1.26% Reduce -0.8% 8,038 $1.4M
Essex Bank 0.37% Reduce -6.5% 8,031 $1.4M
Avior Wealth Management, LLC 0.06% Reduce -17.6% 8,071 $1.4M
Supplemental Annuity Collective Trust of NJ 0.43% No change 8,000 $1.4M
Access Financial Services, Inc. 0.63% Reduce -0.5% 7,993 $1.4M
Performance Wealth Partners, LLC 0.05% No change 7,981 $1.4M
Gitterman Wealth Management, LLC 0.53% Add +0.0% 7,968 $1.4M
Summit Trail Advisors, LLC 0.04% Add +11.9% 7,924 $1.4M
Moody National Bank Trust Division 0.11% Add +1.4% 7,915 $1.4M
Aptus Capital Advisors, LLC 0.03% Reduce -4.4% 7,911 $1.4M
GPS Wealth Strategies Group, LLC 0.21% Reduce -7.2% 7,907 $1.4M
Formidable Asset Management, LLC 0.22% Add +8.3% 7,887 $1.4M
Means Investment Co., Inc. 0.16% Add +0.5% 7,883 $1.4M
Founders Financial Alliance, LLC 0.40% Add +2.9% 7,848 $1.4M
Capital City Trust Co. 0.37% Reduce -7.8% 7,798 $1.3M
Altfest L J & Co. Inc. 0.18% Reduce -14.3% 7,786 $1.3M
Long Run Wealth Advisors, LLC 0.34% Reduce -1.3% 7,775 $1.3M
Northern Financial Advisors Inc 1.08% Add +6.3% 7,765 $1.3M
Waldron Private Wealth LLC 0.06% Reduce -6.0% 7,751 $1.3M
Advisory Alpha, LLC 0.05% Add +0.8% 7,748 $1.3M
Roanoke Asset Management Corp./ NY 0.45% Reduce -0.1% 7,745 $1.3M
Exchange Bank 1.14% Reduce -0.6% 7,727 $1.3M
DRW Securities, LLC 0.08% New 7,685 $1.3M
World Investment Advisors 0.08% New 7,709 $1.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.15% Reduce -30.6% 7,708 $1.3M
Athena Investment Management 0.80% Reduce -0.1% 7,661 $1.3M
Burke & Herbert Bank & Trust Co. 0.32% Add +229.1% 7,661 $1.3M
Home Federal Bank of Tennessee 0.40% Reduce -0.2% 7,656 $1.3M
Anchor Investment Management, LLC 0.14% Reduce -2.9% 7,650 $1.3M
Arjuna Capital 0.36% Add +1.4% 7,650 $1.3M
Weik Capital Management 0.57% Reduce -6.1% 7,650 $1.3M
Arax Advisory Partners 0.13% Reduce -0.7% 7,614 $1.3M
Aaron Wealth Advisors LLC 0.18% Reduce -4.4% 7,598 $1.3M
Symmetry Partners, LLC 0.07% Reduce -18.1% 7,560 $1.3M
Seven Eight Capital, LP 0.14% New 7,548 $1.3M
Plancorp, LLC 0.06% Add +1.8% 7,547 $1.3M
Caldwell Trust Co 0.14% Add +4.2% 7,527 $1.3M
Whitener Capital Management, Inc. 0.39% Reduce -0.0% 7,518 $1.3M
Teamwork Financial Advisors, LLC 0.19% Add +21.0% 7,513 $1.3M
Mystic Asset Management, Inc. 0.52% Add +1.0% 7,500 $1.3M
PBMares Wealth Management LLC 0.32% Reduce -1.4% 7,498 $1.3M
B.O.S.S. Retirement Advisors, LLC 0.33% Reduce -29.8% 7,482 $1.3M
Brave Asset Management Inc. 0.33% No change 7,479 $1.3M
Meridian Management Co. 0.35% No change 7,467 $1.3M
Core Wealth Partners LLC 0.88% Add +16.0% 7,456 $1.3M
Texas Yale Capital Corp. 0.06% No change 7,446 $1.3M
Cascade Financial Partners, LLC 0.17% Add +5.7% 7,434 $1.3M
Balyasny Asset Management L.P. 0.00% Reduce -82.8% 7,422 $1.3M
Grove Bank & Trust 0.21% Reduce -0.2% 7,415 $1.3M
Verition Fund Management LLC 0.01% Add +30.9% 7,394 $1.3M
Range Financial Group LLC 0.65% Add +0.8% 7,327 $1.3M
Parcion Private Wealth LLC 0.12% Reduce -2.2% 7,317 $1.3M
Forum Financial Management, LP 0.02% Reduce -9.0% 7,299 $1.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +17.4% 7,277 $1.3M
Hexagon Capital Partners LLC 0.27% Reduce -7.4% 7,229 $1.3M
Warner Financial, Inc. 0.61% Add +0.1% 7,202 $1.2M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.49% Reduce -1.0% 7,200 $1.2M
Jeppson Wealth Management, LLC 0.47% Add +7.4% 7,192 $1.2M
IVC Wealth Advisors LLC 0.70% Add +4.3% 7,191 $1.2M
Berkshire Asset Management LLC 0.06% Reduce -3.1% 7,169 $1.2M
Alpha Cubed Investments, LLC 0.06% Add +54.8% 7,165 $1.2M
First National Bank & Trust Co. of Newtown 0.25% No change 7,117 $1.2M
Ascent Wealth Partners, LLC 0.18% Add +333.1% 7,095 $1.2M
Ridgewood Investments LLC 0.61% Reduce -1.2% 7,072 $1.2M
BKM Wealth Management, LLC 0.59% Reduce -22.7% 7,060 $1.2M
Genesee Capital Advisors, LLC 0.60% Add +174.9% 7,053 $1.2M
Rossmore Private Capital 0.16% No change 7,015 $1.2M
Avidian Wealth Enterprises, LLC 0.06% Reduce -6.3% 7,006 $1.2M
Twin Focus Capital Partners, LLC 0.19% No change 7,000 $1.2M
Triton Financial Group Inc 0.85% Reduce -0.1% 6,996 $1.2M
Fairfield, Bush & Co. 0.72% Add +5.9% 6,972 $1.2M
Oarsman Capital, Inc. 0.27% Add +87.5% 6,963 $1.2M
North Star Asset Management Inc. 0.06% Add +13.0% 6,953 $1.2M
Northwest Bancshares, Inc. 0.20% Reduce -4.7% 6,951 $1.2M
Thrive Wealth Management, LLC 0.24% Add +0.1% 6,949 $1.2M
Atlas Brown,Inc. 0.43% Add +0.3% 6,945 $1.2M
Marietta Investment Partners LLC 0.26% No change 6,926 $1.2M
Castlekeep Investment Advisors LLC 0.92% Reduce -0.3% 6,913 $1.2M
Strait & Sound Wealth Management LLC 0.61% Add +11.2% 6,885 $1.2M
Focus Financial Network, Inc. 0.05% Add +3.9% 6,351 $1.2M
Global Financial Private Client, LLC 0.50% Reduce -0.3% 6,879 $1.2M
Nilsine Partners, LLC 0.16% Reduce -3.4% 6,874 $1.2M
Eisler Capital (UK) Ltd. 0.39% Add +68.5% 6,871 $1.2M
Meridian Wealth Advisors, LLC 0.21% Add +19.5% 6,860 $1.2M
MJP Associates Inc. 0.25% Reduce -0.3% 6,819 $1.2M
ROI Financial Advisors, LLC 0.85% Add +8.7% 6,809 $1.2M
Advisor OS, LLC 0.13% Reduce -18.8% 6,808 $1.2M
Westpac Banking Corp. 0.09% No change 6,800 $1.2M
Moss Adams Wealth Advisors LLC 0.16% Add +1.9% 6,795 $1.2M
KG Capital Management 0.40% Add +183.9% 6,757 $1.2M
Sunburst Financial Group, LLC 0.31% Reduce -1.6% 6,713 $1.2M
Piedmont Capital Management, LLC 0.79% No change 6,097 $1.2M
Donald L. Hagan, LLC 0.61% Reduce -10.9% 6,706 $1.2M
Pettyjohn, Wood & White, Inc. 0.23% Reduce -2.5% 6,703 $1.2M
Albion Financial Group 0.09% Reduce -0.3% 6,694 $1.2M
Laurel Wealth Advisors LLC 0.20% Add +0.3% 6,692 $1.2M
Quadrant Capital Group LLC 0.09% Add +4.9% 6,662 $1.2M
Monetary Management Group Inc. 0.30% No change 6,657 $1.2M
River Global Investors LLP 0.32% Reduce -1.4% 6,653 $1.2M
Graham Capital Management, L.P. 0.07% Reduce -66.8% 6,636 $1.1M
Invst, LLC 0.13% Add +0.5% 6,551 $1.1M
L. Roy Papp & Associates, LLP 0.14% Add +0.9% 6,630 $1.1M
Northeast Investment Management 0.05% Reduce -0.4% 6,622 $1.1M
Citizens National Bank Trust Department 0.25% Add +1.5% 6,615 $1.1M
Paragon Private Wealth Management, LLC 0.65% Add +11.7% 6,602 $1.1M
Tradition Wealth Management, LLC 0.11% Reduce -6.8% 6,592 $1.1M
CX Institutional 0.05% Add +1.2% 6,589 $1.1M
TrinityPoint Wealth, LLC 0.18% Add +0.1% 6,585 $1.1M
Etesian Wealth Advisors, Inc. 0.64% No change 6,564 $1.1M
Ironwood Investment Management LLC 0.61% No change 6,560 $1.1M
Oak Associates Ltd. 0.08% Add +0.1% 6,546 $1.1M
BSW Wealth Partners 0.19% Reduce -16.8% 6,542 $1.1M
Manchester Capital Management LLC 0.14% Add +2.1% 6,532 $1.1M
Selective Wealth Management, Inc. 0.50% Reduce -0.3% 6,400 $1.1M
TRUE Private Wealth Advisors 0.13% Add +1.2% 6,527 $1.1M
Salem Investment Counselors Inc. 0.04% Reduce -1.8% 6,499 $1.1M
Lion Street Advisors, LLC 0.41% Reduce -0.1% 6,483 $1.1M
BNP Paribas 0.06% Add +1.6% 6,480 $1.1M
Impact Partnership Wealth, LLC 0.29% Add +37.7% 6,473 $1.1M
TCI Wealth Advisors, Inc. 0.11% Reduce -4.8% 6,462 $1.1M
Broadwater Capital Management LLC 0.86% No change 6,455 $1.1M
Kintra Wealth, LLC 0.79% Add +34.5% 6,407 $1.1M
JBR Co Financial Management Inc 0.78% No change 6,404 $1.1M
Cumberland Partners Ltd 0.08% New 6,400 $1.1M
Roffman Miller Associates Inc. 0.07% Add +10.6% 6,392 $1.1M
Dividend Assets Capital, LLC 0.23% No change 6,389 $1.1M
Patten & Patten Inc. 0.08% Reduce -2.8% 6,389 $1.1M
Simon Quick Advisors, LLC 0.08% Add +1.7% 6,379 $1.1M
TKG Advisors, LLC 0.60% New 6,354 $1.1M
Legacy Financial Advisors, Inc. 0.20% Add +2.2% 6,351 $1.1M
Pinnacle West Asset Management, Inc. 0.85% No change 6,310 $1.1M
Legacy Wealth Asset Management, LLC 0.31% Reduce -50.0% 6,305 $1.1M
Two Sigma Investments, LP 0.00% Reduce -40.7% 6,290 $1.1M
Register Financial Advisors LLC 0.55% Add +14.2% 6,282 $1.1M
Blue Edge Capital, LLC 0.18% No change 6,269 $1.1M
Arkfeld Wealth Strategies, L.L.C. 0.55% Add +1.4% 6,088 $1.1M
Murphy, Middleton, Hinkle & Parker, Inc. 0.63% Reduce -0.4% 6,251 $1.1M
Boston Financial Mangement LLC 0.03% Reduce -2.7% 6,248 $1.1M
First County Bank 0.56% No change 6,248 $1.1M
Ontario Teachers Pension Plan Board 0.01% Reduce -3.7% 6,238 $1.1M
PFG Advisors 0.07% Add +10.5% 6,218 $1.1M
Winthrop Advisory Group LLC 0.15% Add +13.9% 6,215 $1.1M
Mayflower Financial Advisors, LLC 0.18% Reduce -20.4% 6,209 $1.1M
M. Kraus & Co 0.33% Reduce -3.1% 6,202 $1.1M
WoodTrust Financial Corp 0.17% No change 6,189 $1.1M
Biltmore Family Office, LLC 0.20% No change 6,183 $1.1M
Capital Asset Advisory Services LLC 0.06% Reduce -4.0% 6,049 $1.1M
Trustco Bank Corp. N Y 1.13% No change 6,154 $1.1M
Financial Partners Group, LLC 0.41% Reduce -34.6% 6,094 $1.1M
S.E.E.D. Planning Group LLC 0.38% Reduce -47.2% 6,084 $1.1M
Equitable Trust Co. 0.07% Reduce -2.4% 6,078 $1.1M
Tranquility Partners, LLC 0.40% No change 6,075 $1.1M
FinTrust Capital Advisors, LLC 0.19% Reduce -3.9% 6,071 $1.1M
GeoWealth Management, LLC 0.05% Reduce -5.9% 6,039 $1.0M
Burt Wealth Advisors 0.27% Reduce -3.1% 6,031 $1.0M
Granite Investment Partners, LLC 0.04% No change 6,028 $1.0M
Harbor Investment Advisory, LLC 0.11% Reduce -3.1% 6,013 $1.0M
Heritage Trust Co 0.14% No change 6,001 $1.0M
Occudo Quantitative Strategies LP 0.18% New 5,997 $1.0M
Norden Group LLC 0.21% Add +2.0% 5,997 $1.0M
Obsidian Personal Planning Solutions LLC 0.63% Reduce -1.6% 5,988 $1.0M
LS Investment Advisors, LLC 0.16% Reduce -10.9% 5,985 $1.0M
Cascade Investment Group, Inc. 0.81% Reduce -8.6% 5,980 $1.0M
Tradewinds, LLC. 0.32% New 5,980 $1.0M
Dover Advisors, LLC 0.64% Add +222.3% 5,966 $1.0M
Blueshift Asset Management, LLC 0.35% Add +78.3% 5,964 $1.0M
Gateway Investment Advisers LLC 0.01% Reduce -1.6% 5,960 $1.0M
AdvisorNet Financial, Inc 0.09% Reduce -0.7% 5,955 $1.0M
San Luis Wealth Advisors LLC 0.25% New 5,951 $1.0M
Wealth Alliance, LLC 0.13% Add +4.3% 5,945 $1.0M
TBH Global Asset Management, LLC 0.23% Reduce -10.2% 5,931 $1.0M
McElhenny Sheffield Capital Management, LLC 0.35% No change 5,837 $1.0M
Smallwood Wealth Investment Management, LLC 0.78% No change 5,831 $1.0M
Syntegra Private Wealth Group, LLC 0.13% Add +30.6% 5,826 $1.0M
Stablepoint Partners, LLC 0.20% Add +7.5% 5,252 $1.0M
Aspen Investment Management Inc 0.50% Reduce -32.1% 5,803 $1.0M
Cobblestone Capital Advisors LLC 0.06% Reduce -6.3% 5,798 $1.0M
Heartwood Wealth Advisors LLC 0.12% Add +0.8% 5,791 $1.0M
Cable Hill Partners, LLC 0.11% New 5,790 $1.0M
Summit Asset Management, LLC 0.12% Reduce -4.2% 5,769 $998K
apricus wealth, LLC 0.71% Add +36.5% 5,758 $996K
Coastal Bridge Advisors, LLC 0.25% Add +0.3% 5,732 $991K
Cross Staff Investments Inc 0.82% No change 5,704 $987K
Northeast Financial Consultants Inc 0.05% Add +9.7% 5,696 $985K
Aspiriant, LLC 0.04% Reduce -10.0% 5,681 $983K
Pitcairn Co. 0.06% Add +9.5% 5,670 $981K
World Equity Group, Inc. 0.29% Reduce -11.3% 5,668 $980K
Claro Advisors Inc. 0.15% Add +12.1% 5,662 $979K
Financial Engines Advisors L.L.C. 0.00% Add +8.5% 5,642 $976K
Cahill Financial Advisors Inc. 0.13% Reduce -7.9% 5,633 $974K
Brandywine Oak Private Wealth LLC 0.10% Add +0.6% 5,629 $974K
Renaissance Investment Group LLC 0.21% Reduce -20.1% 5,508 $972K
MBA Advisors LLC 0.50% Add +4.1% 5,612 $971K
Hancock Whitney Corp. 0.03% Reduce -0.7% 5,608 $970K
Hoylecohen, LLC 0.07% Reduce -1.9% 5,606 $969K
Arrow Financial Corp 0.09% Reduce -0.5% 5,602 $969K
Elevated Capital Advisors, LLC 0.27% New 5,594 $967K
Castle Rock Wealth Management, LLC 0.24% Reduce -3.5% 5,513 $965K
Delta Asset Management LLC 0.09% No change 5,571 $964K
Copperwynd Financial, LLC 0.31% Add +10.9% 5,010 $963K
Benin Management CORP 0.29% Add +7.4% 5,550 $960K
Stratos Wealth Advisors, LLC 0.05% Add +5.9% 5,545 $959K
Wealth Alliance Advisory Group, LLC 0.22% Reduce -4.4% 5,543 $959K
1620 Investment Advisors, Inc. 0.75% No change 5,526 $956K
Delta Investment Management, LLC 0.21% Add +3.3% 5,522 $955K
Harbour Investments, Inc. 0.03% Reduce -2.2% 5,519 $955K
Financial Advocates Investment Management 0.06% Reduce -1.2% 5,511 $953K
Mirador Capital Partners LP 0.18% Reduce -11.4% 5,511 $953K
Creative Financial Designs Inc. 0.08% Add +35.1% 5,506 $952K
Schechter Investment Advisors, LLC 0.07% Reduce -8.4% 5,505 $952K
Mount Vernon Associates Inc. 0.85% No change 5,505 $952K
Trek Financial, LLC 0.08% Add +8.0% 5,493 $950K
Insight Advisors, LLC/ PA 0.17% Reduce -0.6% 5,489 $949K
Brooklyn Investment Group 0.41% No change 4,997 $949K
Headinvest, LLC 0.19% No change 5,475 $947K
Clark Capital Management Group, Inc. 0.01% Reduce -22.1% 5,463 $945K
Navellier & Associates Inc. 0.11% Reduce -0.8% 5,447 $942K
LBMC Investment Advisors, LLC 0.08% Add +0.3% 5,434 $940K
HUB Investment Partners, LLC 0.05% Add +11.4% 5,432 $939K
Verdad Advisers, LP 1.08% Reduce -25.0% 5,424 $938K
Operose Advisors LLC 0.33% No change 5,409 $935K
Journey Strategic Wealth LLC 0.04% Add +41.5% 5,409 $935K
Kades & Cheifetz LLC 0.59% Add +0.3% 5,398 $933K
Boltwood Capital Management 0.29% Reduce -0.6% 5,396 $933K
Beacon Financial Advisory LLC 0.35% Add +362.2% 5,380 $931K
Roman Butler Fullerton & Co. 0.30% Add +0.4% 5,228 $930K
Armstrong, Fleming & Moore, Inc 0.59% No change 5,355 $926K
Beaton Management Co. Inc. 0.50% No change 5,334 $923K
Bath Savings Trust Co 0.10% Reduce -3.8% 5,311 $918K
Mitchell Sinkler & Starr 0.24% Reduce -43.8% 4,950 $917K
Atwood & Palmer Inc. 0.07% No change 5,299 $916K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.29% New 5,287 $916K
Plante Moran Financial Advisors, LLC 0.09% No change 5,293 $915K
Premier Path Wealth Partners, LLC 0.16% Add +2.5% 5,287 $914K
Personal Cfo Solutions, LLC 0.14% Add +0.8% 5,279 $913K
Allied Investment Advisors, LLC 0.21% Reduce -5.3% 5,264 $910K
Oak Asset Management, LLC 0.33% Add +0.1% 5,252 $908K
Western Wealth Management, LLC 0.07% No change 5,227 $904K
Clarius Group, LLC 0.06% Reduce -3.8% 5,225 $904K
KLCM Advisors, Inc. 0.11% Reduce -3.1% 5,225 $904K
Beverly Hills Private Wealth, LLC 0.20% Reduce -5.3% 5,216 $902K
Edgestream Partners, L.P. 0.04% Reduce -43.0% 5,206 $900K
Keudell/Morrison Wealth Management 0.26% Add +0.2% 5,191 $898K
Coastwise Capital Group, LLC 0.87% Reduce -12.9% 5,189 $897K
Koshinski Asset Management, Inc. 0.08% Reduce -4.9% 5,074 $895K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.35% No change 4,683 $895K
SeaBridge Investment Advisors LLC 0.23% Reduce -70.2% 5,171 $894K
GM Advisory Group, LLC 0.06% Reduce -0.1% 5,156 $892K
Wealth Management Associates, Inc. 0.42% No change 5,152 $891K
SOL Capital Management CO 0.11% Reduce -4.6% 5,149 $890K
Addison Advisors LLC 0.29% Add +4.0% 5,136 $888K
Accurate Wealth Management, LLC 0.21% Reduce -4.9% 4,854 $888K
Balefire, LLC 0.31% Reduce -6.0% 5,114 $884K
Acorn Wealth Advisors, LLC 0.44% Reduce -4.7% 5,106 $883K
Ransom Advisory, Ltd 0.44% Reduce -3.6% 5,076 $878K
Capstone Financial Advisors, Inc. 0.06% Add +0.1% 5,066 $876K
TrueWealth Advisors, LLC 0.32% Add +4.6% 5,052 $874K
CTC LLC 0.07% New 5,039 $871K
9258 Wealth Management, LLC 0.13% Reduce -2.5% 5,025 $869K
Trust Co of the South 0.20% No change 5,004 $865K
Capital Management Associates 1.02% No change 5,000 $865K
Prentice Wealth Management LLC 0.28% No change 4,993 $864K
Cowa, LLC 0.46% Reduce -13.8% 4,979 $861K
Perennial Investment Advisors, LLC 0.12% Add +9.9% 4,978 $861K
Oxbow Advisors, LLC 0.10% Reduce -1.0% 4,970 $860K
Sherbrooke Park Advisers LLC 0.15% New 4,966 $859K
Realta Investment Advisors 0.17% Add +9.5% 4,957 $857K
Freedom Investment Management, Inc. 0.07% Add +1.0% 4,949 $856K
Pure Financial Advisors, LLC 0.02% Add +19.6% 4,944 $855K
Hoxton Planning & Management, LLC 0.40% Add +2.8% 4,937 $854K
Pinnacle Wealth Planning Services, Inc. 0.12% Reduce -0.0% 4,930 $853K
United Community Bank 0.34% Reduce -1.5% 4,926 $852K
Monte Financial Group, LLC 0.38% Reduce -8.4% 4,924 $852K
Everhart Financial Group, Inc. 0.22% Add +8.3% 4,893 $847K
Apexium Financial, LP 0.06% Reduce -2.5% 4,892 $846K
Grant/GrossMendelsohn, LLC 0.39% Add +0.4% 4,872 $843K
Veracity Capital LLC 0.35% Reduce -13.0% 4,862 $841K
Continuum Advisory, LLC 0.12% Reduce -1.5% 4,852 $839K
My Legacy Advisors, LLC 0.27% Reduce -13.4% 4,851 $839K
Sutton Place Investors LLC 0.56% Reduce -52.5% 4,845 $838K
Liberty Wealth Management LLC 0.15% Add +533.4% 29,780 $838K
Broderick Brian C 0.17% Add +1.6% 4,839 $837K
Pallas Capital Advisors LLC 0.04% Add +15.7% 4,506 $835K
Sage Mountain Advisors LLC 0.08% Add +3.0% 4,814 $833K
Coombe, Bender & Co LLC 0.49% Add +0.0% 4,800 $830K
Intellectus Partners, LLC 0.23% Add +57.5% 4,795 $829K
Conning Inc. 0.03% Add +6.2% 4,792 $829K
Beacon Investment Advisory Services, Inc. 0.04% Reduce -11.8% 4,791 $829K
Sovereign Financial Group, Inc. 0.21% Add +3.1% 4,781 $827K
Blossom Wealth Management 1.79% Add +0.8% 4,758 $823K
Country Club Bank 0.06% Reduce -29.9% 4,813 $822K
Strategic Financial Services, Inc. 0.05% Reduce -2.1% 4,750 $821K
Verus Capital Partners, LLC 0.08% Add +33.5% 4,727 $818K
BBR Partners, LLC 0.07% Add +41.6% 4,727 $818K
SRN Advisors, LLC 0.67% Reduce -48.7% 4,691 $811K
Joseph P. Lucia & Associates, LLC 0.42% Reduce -9.8% 4,688 $811K
Sfmg, LLC 0.07% Reduce -4.9% 4,682 $810K
Crewe Advisors LLC 0.09% Reduce -0.6% 4,676 $809K
Avestar Capital, LLC 0.09% Add +3.9% 4,669 $808K
Osborne Partners Capital Management, LLC 0.05% Add +34.7% 4,659 $806K
Manchester Financial Inc. 0.20% Reduce -0.8% 4,651 $804K
Sugarloaf Wealth Management, LLC 0.14% Reduce -1.4% 4,651 $804K
Certified Advisory Corp 0.10% Reduce -0.3% 4,643 $803K
Boston Family Office LLC 0.06% Add +12.1% 4,642 $803K
Northwest Bank & Trust Co 0.67% Add +1.3% 4,638 $802K
Capital Advisors, Ltd. LLC 0.10% Add +19.5% 4,638 $802K
Archer Investment Corp 0.23% Add +16.6% 4,636 $802K
Arbor Trust Wealth Advisors, LLC 0.42% Add +3.4% 4,634 $801K
St. Louis Trust Co 0.12% No change 4,632 $801K
DF Dent & Co. Inc. 0.01% No change 4,631 $801K
Sage Advisors, LLC 0.65% Add +3.3% 4,629 $801K
American National Bank & Trust 0.10% Add +23.3% 4,624 $800K
Intergy Private Wealth, LLC 0.33% Add +0.3% 4,618 $799K
Smartleaf Asset Management LLC 0.13% Add +42.7% 4,671 $798K
Motco 0.05% Add +7.4% 4,606 $797K
Washington Capital Management, Inc. 0.68% Reduce -5.7% 4,605 $796K
Leisure Capital Management 0.37% Add +182.5% 4,602 $796K
Red Door Wealth Management, LLC 0.14% Add +4.2% 4,599 $795K
Stokes Family Office, LLC 0.09% Reduce -0.4% 4,597 $795K
Carmichael Hill & Associates, Inc. 0.32% Add +12.4% 4,584 $793K
Powell Investment Advisors, LLC 0.41% Add +0.1% 4,572 $791K
Berkeley Capital Partners, LLC 0.24% Add +54.0% 4,563 $789K
Lindbrook Capital, LLC 0.07% Add +20.6% 4,562 $789K
Jackson, Grant Investment Advisers, Inc. 0.32% Add +0.1% 4,560 $789K
Plotkin Financial Advisors, LLC 0.51% No change 4,552 $787K
Parkside Financial Bank & Trust 0.12% Add +3.0% 4,547 $786K
Cultivar Capital, Inc. 0.66% Reduce -2.4% 4,543 $786K
Proathlete Wealth Management LLC 0.37% Add +0.1% 4,530 $784K
Intrua Financial, LLC 0.13% Reduce -2.3% 4,530 $783K
Silver Oak Securities, Incorporated 0.12% Reduce -8.4% 4,520 $782K
Bank of Stockton 0.25% Add +34.2% 4,520 $782K
High Net Worth Advisory Group LLC 0.24% Reduce -31.9% 4,519 $782K
CRA Financial Services, LLC 0.16% Reduce -2.9% 4,518 $781K
Ti-Trust, Inc. 0.60% Reduce -0.2% 4,512 $780K
NCM Capital Management, LLC 0.41% Reduce -1.1% 4,501 $778K
Security National Bank of Sioux City Iowa 0.56% Reduce -63.9% 4,500 $778K
WNY Asset Management, LLC 0.10% Reduce -1.1% 4,469 $773K
Mill Capital Management, LLC 0.06% Reduce -18.3% 4,465 $772K
Bridge Creek Capital Management LLC 0.25% Reduce -0.1% 4,462 $772K
VAUGHAN & Co SECURITIES, INC. 0.49% Reduce -4.9% 4,450 $770K
Nicholas Wealth, LLC. 0.55% Add +13.8% 4,438 $768K
Boston Research & Management Inc. 0.19% Reduce -3.7% 4,433 $766K
Accel Wealth Management 0.31% New 4,426 $766K
Matrix Private Capital Group LLC 0.48% Add +0.6% 4,417 $764K
R.m.sincerbeaux Capital Management LLC 0.50% Reduce -13.7% 4,407 $762K
Sentry Investment Management LLC 0.34% Reduce -17.0% 4,397 $760K
Souders Financial Advisors 0.11% Add +1.4% 4,392 $760K
Permanent Capital Management, LP 0.16% — 2,574 $759K
Legacy Capital Group California, Inc. 0.27% Add +0.9% 4,385 $758K
Peoples Financial Services Corp. 0.34% Reduce -30.4% 4,383 $758K
AlTi Global, Inc. 0.02% Reduce -2.8% 4,378 $757K
Appleton Partners Inc. 0.06% Reduce -2.1% 4,369 $756K
Cutter & CO Brokerage, Inc. 0.18% Reduce -1.2% 4,371 $756K
Himension Capital (singapore) Pte. LTD. 0.05% New 4,369 $756K
Argent Advisors, Inc. 0.30% Reduce -0.4% 4,365 $755K
Valmark Advisers, Inc. 0.01% Add +14.3% 4,354 $753K
Catalyst Financial Partners LLC 0.16% Add +30.3% 4,333 $749K
Interchange Capital Partners, LLC 0.28% New 4,332 $749K
InTrack Investment Management Inc 0.53% Reduce -2.1% 4,322 $747K
William B. Walkup & Associates, Inc. 0.49% — 4,318 $747K
Bank of New Hampshire 0.19% Reduce -1.1% 4,318 $747K
Oxford Financial Group, LTD. LLC 0.05% Add +155.5% 4,303 $744K
Paradigm Capital Management Inc. 0.03% No change 4,300 $744K
Missouri Trust & Investment Co 0.28% Add +7.5% 4,295 $743K
Morningstar Investment Services LLC 0.01% Reduce -9.2% 4,330 $740K
Heartland Bank & Trust Co 0.42% Add +0.8% 4,263 $737K
Cranbrook Wealth Management, LLC 0.18% No change 4,260 $737K
Patriot Financial Group Insurance Agency, LLC 0.11% Add +1.7% 4,229 $731K
HBW Advisory Services LLC 0.12% Reduce -10.8% 4,222 $730K
Sax Wealth Advisors, LLC 0.07% Add +12.4% 4,222 $730K
Heritage Financial Services, LLC 0.10% Reduce -16.4% 4,220 $730K
CJM Wealth Advisers, Ltd. 0.27% Add +0.2% 4,167 $730K
Apella Capital, LLC 0.03% Add +78.6% 4,132 $729K
IMZ Advisory Inc 0.36% Reduce -7.7% 4,212 $728K
Abbrea Capital, LLC 0.10% Add +2.0% 4,205 $727K
Armstrong Henry H Associates Inc. 0.07% Reduce -0.7% 4,194 $725K
Diversified, LLC 0.09% Add +167.2% 4,181 $723K
Burford Brothers, Inc. 0.42% Add +17.2% 4,175 $722K
Weatherly Asset Management L. P. 0.07% Reduce -1.1% 4,172 $722K
City Holding Co. 0.11% No change 4,165 $720K
LexAurum Advisors, LLC 0.18% Reduce -0.9% 4,160 $720K
Port Capital LLC 0.04% Add +0.9% 4,160 $719K
Waddell & Associates, LLC 0.09% Add +0.3% 4,152 $718K
SMART Wealth LLC 0.29% Add +6.3% 4,138 $716K
Colonial Trust Co / SC 0.13% Add +2.4% 4,119 $712K
YHB Investment Advisors, Inc. 0.06% Add +3.9% 4,118 $712K
Cape Investment Advisory, Inc. 0.32% Reduce -1.9% 4,117 $712K
LifePlan Investment Advisors, Inc. 0.51% Add +7.7% 4,116 $712K
Quent Capital, LLC 0.08% Add +5.2% 4,110 $711K
LRI Investments, LLC 0.08% Add +2.9% 4,106 $710K
OmniStar Financial Group, Inc. 0.64% Add +12.8% 4,099 $709K
Geller Advisors LLC 0.05% Reduce -0.0% 4,097 $709K
Lake Street Advisors Group, LLC 0.03% Reduce -8.2% 4,090 $707K
Accredited Investors Inc. 0.04% Reduce -0.7% 4,068 $704K
Gilliland Jeter Wealth Management LLC 0.24% Add +0.1% 4,066 $703K
Smith Thornton Advisors LLC 0.52% — 4,058 $702K
Rench Wealth Management, Inc. 0.25% Add +0.5% 4,053 $701K
Investment Partners, LTD. 0.31% Add +0.2% 4,039 $698K
W.G. Shaheen & Associates DBA Whitney & Co 0.08% Reduce -0.7% 4,015 $694K
City State Bank 0.28% Reduce -7.0% 4,003 $692K
Stephens Consulting, LLC 0.20% Reduce -2.9% 3,999 $692K
First Western Trust Bank 0.03% Reduce -18.3% 3,987 $690K
Wealth Dimensions Group, Ltd. 0.20% Reduce -6.1% 3,965 $686K
Fiera Capital Corp 0.00% Reduce -13.1% 3,965 $686K
LifeGuide Financial Advisors, LLC 0.33% Add +0.7% 3,940 $681K
Householder Group Estate & Retirement Specialist, LLC 0.19% Add +9.9% 3,940 $681K
Wealthspire Retirement, LLC 0.06% Reduce -4.8% 3,936 $681K
Sound Financial Strategies Group, LLC 0.59% Add +3.5% 3,934 $680K
PDS Planning, Inc 0.07% Add +1.2% 3,925 $679K
Institute for Wealth Management, LLC. 0.09% Add +2.7% 3,923 $678K
Beacon Bank & Trust 0.17% Reduce -10.6% 3,921 $678K
Werba Rubin Papier Wealth Management 0.19% New 3,918 $678K
Dopkins Wealth Management, LLC 0.41% Add +5.4% 3,900 $675K
Legacy Advisors, LLC 0.08% Add +2.4% 3,891 $673K
Invictus Private Wealth, LLC 0.06% Reduce -4.2% 3,885 $672K
Cullen Investment Group, LTD. 0.11% Add +6.7% 3,885 $672K
Savvy Advisors, Inc. 0.22% Add +6.9% 3,884 $672K
Old North State Trust, LLC 0.58% Add +2.6% 3,874 $670K
Congress Park Capital LLC 0.27% Reduce -26.0% 3,863 $668K
Keynote Financial Services LLC 0.56% Add +1.0% 3,861 $668K
Reliant Investment Management, LLC 0.31% Add +1.6% 3,860 $668K
Rinkey Investments 0.24% No change 3,855 $667K
Capital Investment Counsel, Inc 0.10% No change 3,847 $665K
SignalPoint Asset Management, LLC 0.18% No change 3,843 $665K
Procyon Advisors, LLC 0.05% Reduce -1.9% 3,842 $665K
Walled Lake Planning & Wealth Management, LLC 0.27% Add +0.6% 3,834 $663K
Lester Murray Antman dba SimplyRich 0.21% Add +22.4% 3,817 $660K
Plan Group Financial, LLC 0.40% Add +98.3% 3,807 $658K
Corton Capital Inc. 0.35% New 3,805 $658K
Weil Company, Inc. 0.24% Add +2.1% 3,804 $658K
Quotient Wealth Partners, LLC 0.02% Add +1.9% 3,801 $657K
MTM Investment Management, LLC 0.27% Add +0.2% 3,789 $655K
Firestone Capital Management 0.18% No change 3,786 $655K
Maple Capital Management, Inc. 0.05% Reduce -11.2% 3,786 $655K
Wealth Architects, LLC 0.08% Reduce -0.0% 3,781 $654K
First United Bank & Trust 0.24% No change 3,770 $652K
Hillsdale Investment Management Inc. 0.05% Add +17.8% 3,770 $652K
IFG Advisory, LLC 0.04% New 3,766 $651K
Quadcap Wealth Management, LLC 0.12% Add +2.8% 3,757 $650K
Retirement Planning Co of New England, Inc. 0.35% Add +4.2% 3,744 $647K
Capital Market Strategies LLC 0.41% Add +4.0% 3,738 $646K
Planned Solutions, Inc. 0.32% No change 3,738 $646K
iA Global Asset Management Inc. 0.01% Add +7.6% 3,738 $646K
Everett Harris & Co. 0.01% Reduce -3.8% 3,735 $646K
Hengehold Capital Management LLC 0.07% Add +0.8% 3,726 $644K
Spirepoint Private Client, LLC 0.09% Reduce -1.1% 3,726 $644K
Heritage Wealth Advisors 0.03% Reduce -11.1% 3,725 $644K
Fox Hill Wealth Management 0.39% Add +245.3% 3,715 $643K
Delos Wealth Advisors, LLC 0.62% New 3,700 $640K
Penbrook Management LLC 0.39% Reduce -13.8% 3,700 $640K
Beach Investment Counsel Inc. 0.08% Reduce -22.2% 3,696 $639K
Laidlaw Wealth Management LLC 0.35% Reduce -2.7% 3,685 $637K
Harmony Asset Management LLC 0.27% Add +57.4% 3,684 $637K
Fidelis Capital Partners, LLC 0.09% Reduce -0.2% 3,410 $637K
Integrated Investment Consultants, LLC 0.18% No change 3,334 $637K
United Bank 0.32% Add +170.8% 3,672 $635K
Mountain Pacific Investment Advisers LLC 0.05% No change 3,672 $635K
Sawyer & Company, Inc 0.25% Reduce -1.5% 3,661 $633K
Wimmer Associates 1, LLC 0.32% Reduce -7.1% 3,658 $633K
Horizon Kinetics Asset Management LLC 0.01% Add +0.6% 3,650 $631K
JB Capital LLC 0.04% Add +11.7% 3,650 $631K
King Wealth Management Group 0.11% Reduce -9.1% 3,646 $631K
Cordgrass Capital Advisors, LLC 0.20% Reduce -8.6% 3,636 $629K
Cornerstone Advisors Asset Management, LLC 0.18% No change 3,628 $627K
Greenfield Savings Bank 0.32% Reduce -1.4% 3,618 $626K
Gilbert & Cook, Inc. 0.09% Reduce -6.5% 3,614 $625K
Lebenthal Global Advisors, LLC 0.14% Add +31.4% 3,607 $624K
New Hampshire Trust 0.14% No change 3,601 $623K
Cornerstone Wealth Group, LLC 0.06% Add +4.8% 3,594 $622K
Capasso Planning Partners LLC 0.20% Reduce -2.1% 3,593 $621K
Fortitude Advisory Group L.L.C. 0.37% Reduce -20.3% 3,593 $621K
First Command Advisory Services, Inc. 0.01% Reduce -0.4% 3,591 $621K
Signature Wealth Management Partners, LLC 0.47% Add +0.1% 3,585 $620K
Lafayette Investments, Inc. 0.14% Reduce -2.0% 3,584 $620K
Boit C F David 0.32% No change 3,584 $620K
Nottingham Advisors, Inc. 0.07% Add +123.1% 3,579 $619K
Gratus Wealth Advisors, LLC 0.11% Add +1.1% 3,373 $618K
Oldfather Financial Services, LLC 0.25% No change 3,567 $617K
Independence Bank of Kentucky 0.16% Add +16.5% 3,558 $615K
Vicus Capital 0.06% Add +4.6% 3,556 $615K
GS Investments, Inc. 0.29% No change 3,550 $614K
Geometric Wealth Advisors 0.13% Add +200.2% 3,548 $614K
Eagle Bay Advisors LLC 0.37% Reduce -5.7% 3,547 $614K
Hemenway Trust Co LLC 0.05% Reduce -0.1% 3,542 $613K
Colonial River Investments, LLC 0.33% Add +3.5% 3,538 $612K
Smart Portfolios, LLC 0.62% Add +5.4% 3,535 $611K
Roof Eidam Maycock Peralta, LLC 0.17% No change 3,535 $611K
McAdam, LLC 0.04% Add +4.6% 3,518 $608K
Bluespring Wealth Management, LLC 0.07% Reduce -0.2% 3,511 $607K
First Bancorp, Inc 0.45% Reduce -8.0% 3,506 $606K
EHP Funds Inc. 0.30% Add +75.0% 3,500 $605K
State Farm Mutual Automobile Insurance Co. 0.00% No change 3,500 $605K
Klingman & Associates, LLC 0.04% Reduce -2.9% 3,498 $605K
LMG Wealth Partners, LLC 0.15% Add +0.1% 3,495 $604K
Citizens Business Bank 0.13% Add +66.7% 3,488 $603K
Legal Advantage Investments, Inc. 0.35% Add +3.5% 3,484 $603K
Tennessee Valley Asset Management Partners 0.11% Add +5.3% 3,484 $603K
Bramshill Investments, LLC 0.07% Add +21.5% 3,479 $602K
Wealth Quarterback LLC 0.34% Reduce -1.2% 3,471 $600K
Walter & Keenan Wealth Management LLC /in/ 0.19% No change 3,460 $598K
Fort Point Capital Partners LLC 0.08% Reduce -3.8% 3,455 $598K
Insight 2811, Inc. 0.31% Reduce -2.8% 3,454 $597K
Peoples Bank 0.31% Add +7.4% 3,452 $597K
Platform Technology Partners 0.21% — 3,449 $597K
Telos Capital Management, Inc. 0.07% Reduce -1.1% 3,447 $596K
Allianz SE 0.02% Reduce -67.8% 3,447 $596K
Soltis Investment Advisors LLC 0.06% Add +2.8% 3,420 $591K
Strategic Investment Solutions, Inc. 0.19% — 3,369 $591K
Somerville Kurt F 0.10% Reduce -2.9% 3,412 $590K
First Personal Financial Services 0.13% Reduce -0.7% 3,404 $589K
Smith, Moore & Co. 0.06% Add +34.8% 3,387 $586K
Creekside Partners 0.32% — 3,378 $584K
Family Firm, Inc. 0.13% Add +0.2% 3,373 $583K
Zions Bancorporation, N.A. 0.05% Reduce -15.5% 3,372 $583K
Avity Investment Management Inc. 0.05% Reduce -4.9% 3,367 $582K
Gries Financial LLC 0.12% Reduce -83.7% 3,362 $581K
Verus Financial Partners, Inc. 0.07% No change 3,357 $581K
Paloma Partners Management Co 0.06% New 3,357 $581K
Full Sail Capital, LLC 0.04% Add +0.2% 3,345 $579K
First National Corp. /Ma/ 0.14% Reduce -3.7% 3,345 $578K
Outfitters Financial LLC 0.48% Add +1.5% 3,342 $578K
Baron Financial Group, LLC 0.37% Add +0.1% 3,342 $578K
Graves Light Lenhart Wealth, Inc. 0.07% Add +0.1% 3,298 $577K
Hutchinson Capital Management 0.12% Reduce -0.1% 3,337 $577K
Traphagen Investment Advisors LLC 0.06% Add +4.2% 3,329 $576K
Harbour Trust & Investment Management Co 0.07% Reduce -8.2% 3,324 $575K
Garrison Point Advisors, LLC 0.38% No change 3,320 $574K
Opinicus Capital, Inc. 0.48% Add +15.1% 3,312 $573K
LCNB Corp. 0.21% Add +2.1% 3,308 $572K
ProVise Management Group, LLC 0.05% Add +2.3% 3,305 $572K
Saxon Interests, Inc. 0.27% Reduce -3.3% 3,302 $571K
Boston Trust Walden Corp 0.00% Reduce -1.3% 3,302 $571K
True Vision MN LLC 0.37% Reduce -7.4% 3,299 $571K
Kendall Capital Management 0.19% Reduce -0.8% 3,289 $569K
FWG Investments, LLC. 0.57% Add +0.0% 3,285 $568K
Sachetta, LLC 0.25% Add +2.6% 2,962 $566K
Lewis Asset Management, LLC 0.43% Add +7.7% 3,268 $565K
Auxano Advisors, LLC 0.16% Reduce -0.1% 3,263 $564K
Kolinsky Wealth Management, LLC 0.40% Add +4.6% 3,260 $564K
Virtue Capital Management, LLC 0.10% Reduce -23.3% 3,057 $563K
GDS Wealth Management 0.06% Reduce -2.6% 3,255 $563K
Bedel Financial Consulting, Inc. 0.08% Reduce -3.5% 3,236 $560K
Roth Financial Partners LLC 0.24% Add +0.9% 3,230 $559K
Mechanics Financial Corp 0.29% No change 3,225 $558K
Dana Investment Advisors, Inc. 0.02% Reduce -0.7% 3,215 $556K
Eads & Heald Wealth Management 0.27% Reduce -4.7% 3,214 $556K
Wealth Group, Ltd. 0.40% Reduce -3.0% 3,210 $555K
Keystone Financial Group 0.20% Add +2.4% 3,205 $554K
Bantamac Capital, LLC 0.33% Reduce -3.6% 3,200 $553K
Warwick Investment Management, Inc. 0.13% Add +1.1% 3,196 $553K
Earnest Partners LLC 0.00% Reduce -6.9% 3,194 $552K
BlueSky Wealth Advisors, LLC 0.09% Add +22.7% 3,186 $551K
Norris Perne & French LLP 0.04% Reduce -8.6% 3,186 $551K
Indiana Trust & Investment Management Co 0.20% Reduce -0.6% 3,185 $551K
Emergent Wealth Advisors, LLC 0.44% Reduce -15.4% 3,202 $550K
Gallacher Capital Management LLC 0.29% Add +122.9% 3,169 $548K
Bouchey Financial Group, Ltd. 0.05% Reduce -0.6% 3,171 $548K
Wallace Advisory Group, LLC 0.39% Reduce -21.3% 3,154 $545K
Montz Harcus Wealth Management LLC 0.35% Add +0.7% 3,154 $545K
Harvest Portfolios Group Inc. 0.02% Reduce -11.8% 3,148 $544K
WMS Partners, LLC 0.03% Reduce -6.0% 3,147 $544K
Encompass Wealth Advisors, LLC 0.15% Reduce -5.3% 3,146 $544K
Howe & Rusling Inc. 0.05% Reduce -1.6% 3,145 $544K
Benjamin Edwards Inc. 0.10% Reduce -26.5% 3,141 $543K
Sweet Financial Partners, LLC 0.12% Add +1.3% 3,139 $543K
Investment Advisory Services Inc. /TX 0.20% Add +0.2% 3,137 $543K
Lynx Investment Advisory 0.40% — 3,133 $542K
Catalina Capital Group, LLC 0.21% Add +34.4% 3,131 $541K
Willis Johnson & Associates, Inc. 0.04% Add +0.0% 3,127 $541K
Cornerstone Advisory, LLC 0.08% Add +0.2% 3,126 $541K
DMC Group, LLC 0.46% Reduce -3.3% 3,123 $540K
Cooper/Haims Advisors, LLC 0.30% Add +7.8% 3,120 $540K
WBH Advisory Inc. 0.05% Reduce -9.6% 3,115 $539K
MV Capital Management, Inc. 0.06% Add +0.3% 3,112 $538K
Kennedy Investment Group, Inc. 0.27% Add +7.1% 3,106 $537K
Austin Private Wealth, LLC 0.06% Add +7.8% 3,097 $536K
Pekin Hardy Strauss, Inc. 0.07% Reduce -45.4% 3,093 $535K
United Advisor Group, LLC 0.17% Add +6.7% 3,087 $534K
Waterway Wealth Management, LLC 0.26% Add +7.5% 3,075 $532K
Enterprise Financial Services Corp 0.33% Reduce -4.3% 3,074 $532K
Thomasville National Bank 0.04% Add +8.9% 3,073 $531K
Reik & Co., LLC 0.14% No change 3,072 $531K
E&G Advisors, LLC 0.16% No change 3,070 $531K
Callahan Advisors, LLC 0.06% No change 3,070 $531K
Sand Hill Global Advisors, LLC 0.02% Add +16.9% 3,065 $530K
Piscataqua Savings Bank 0.47% No change 3,063 $530K
Marex Group Ltd 0.01% New 3,062 $530K
Center for Financial Planning, Inc. 0.08% Reduce -4.2% 3,061 $529K
Clark Estates Inc. 0.10% No change 3,055 $528K
Allred Capital Management, LLC 0.20% Add +0.4% 3,052 $528K
Blue Chip Partners, LLC 0.05% Reduce -0.7% 3,050 $527K
Harvest Fund Management Co., Ltd 0.04% Reduce -53.9% 3,043 $526K
Resonant Capital Advisors, LLC 0.04% Add +27.6% 3,038 $525K
Harbor Advisory Corp. 0.18% No change 3,036 $525K
Armstrong Advisory Group, Inc. 0.05% Add +7.2% 3,029 $524K
First National Bank Sioux Falls 0.27% No change 3,025 $523K
Bellecapital International Ltd. 0.11% Reduce -44.6% 3,021 $522K
Woodard & Co. Asset Management Group Inc. 0.13% Add +0.5% 3,020 $522K
Trinity Legacy Partners, LLC 0.15% No change 3,015 $521K
Abacus Planning Group, Inc. 0.10% Add +1.4% 3,010 $521K
SOA Wealth Advisors, LLC. 0.10% Add +11.1% 3,001 $519K
Legacy Private Trust Co. 0.04% Reduce -2.2% 2,996 $518K
Amplius Wealth Advisors, LLC 0.06% Reduce -31.1% 2,995 $518K
Navis Wealth Advisors, LLC 0.59% Reduce -0.2% 2,994 $518K
Libra Wealth LLC 0.22% No change 2,992 $517K
Ullmann Wealth Partners Group, LLC 0.07% Add +5.9% 2,984 $516K
McDaniel Terry & Co. 0.04% Reduce -2.9% 2,985 $516K
West Family Investments, Inc. 0.15% Reduce -0.6% 2,981 $516K
Saratoga Research & Investment Management 0.02% Reduce -1.0% 2,968 $513K
Howard Financial Services, LTD. 0.08% Add +0.5% 2,964 $513K
Empirical Asset Management, LLC 0.19% Add +10.9% 2,960 $512K
Aberdeen Wealth Management LLC 0.35% Add +1.7% 2,959 $512K
Breakwater Capital Group 0.12% Add +11.1% 2,953 $511K
Mb, Levis & Associates, LLC 0.27% Add +0.1% 2,951 $510K
First Affirmative Financial Network 0.35% Add +3.1% 2,949 $510K
WMG Financial Advisors, LLC 0.27% Add +7.9% 2,943 $509K
Boothbay Fund Management, LLC 0.02% Add +58.1% 2,943 $509K
Benedict Financial Advisors Inc. 0.13% Add +79.2% 2,942 $509K
Professional Advisory Services Inc. 0.06% No change 2,933 $507K
Allstate Corp. 0.04% Reduce -2.0% 2,907 $503K
Tyche Wealth Partners LLC 0.12% Reduce -9.3% 2,906 $503K
One Capital Management, LLC 0.02% Add +44.7% 2,905 $502K
Ignite Planners, LLC 0.12% Add +0.5% 2,854 $502K
Hilltop National Bank 0.16% Reduce -0.9% 2,904 $502K
DLK Investment Management, LLC 0.21% No change 2,894 $501K
West Michigan Advisors, LLC 0.16% Add +1.9% 2,892 $500K
Morris Financial Concepts, Inc. 0.24% No change 2,885 $499K
Gallagher Fiduciary Advisors, LLC 0.11% Add +33.2% 2,885 $499K
Astoria Portfolio Advisors LLC. 0.18% Add +23.0% 2,884 $499K
Planning Alternatives Ltd. 0.08% Add +0.4% 2,880 $498K
Harvey Investment Co. LLC 0.06% No change 2,882 $498K
Baker Tilly Wealth Management, LLC 0.20% Reduce -55.9% 2,879 $498K
Karpas Strategies, LLC 0.16% Add +0.2% 2,879 $498K
Brown, Lisle/Cummings, Inc. 0.16% Add +2.9% 2,878 $498K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.20% Reduce -2.1% 2,855 $494K
Investment Advisory Group, LLC 0.19% Add +25.9% 2,853 $493K
Facet Wealth, Inc. 0.02% Add +19.1% 2,576 $492K
Asset Advisors Investment Management, LLC 0.05% New 2,843 $492K
D'Orazio & Associates, Inc. 0.08% Reduce -0.1% 2,842 $492K
Sandy Cove Advisors, LLC 0.22% Reduce -2.8% 2,839 $491K
One Charles Private Wealth Services, LLC 0.20% No change 2,839 $491K
EverSource Wealth Advisors, LLC 0.03% Add +6.2% 2,555 $491K
Nemes Rush Group LLC 0.07% Reduce -3.5% 2,833 $490K
NFSG Corp 0.18% Reduce -16.5% 2,829 $489K
Sonata Capital Group Inc. 0.25% Add +11.9% 2,825 $489K
Norris Financial Group, LLC 0.25% Reduce -7.4% 2,824 $488K
Cohen Investment Advisors LLC 0.39% Reduce -1.1% 3,471 $487K
Crescent Grove Advisors, LLC 0.05% Reduce -1.8% 2,814 $487K
Greenwood Gearhart LLC 0.05% No change 2,806 $485K
Magnus Financial Group LLC 0.05% Reduce -1.3% 2,805 $485K
CTC Alternative Strategies, Ltd. 0.21% New 2,800 $484K
Northstar Advisory Group, LLC 0.28% Reduce -1.1% 2,790 $483K
Bond & Devick Financial Network, Inc. 0.26% Reduce -26.9% 2,790 $483K
Angeles Wealth Management, LLC 0.05% Reduce -0.8% 2,785 $482K
Guardian Investment Management 0.34% Reduce -9.8% 2,775 $480K
Curbstone Financial Management Corp 0.10% No change 2,774 $480K
Ballast Advisors LLC 0.15% Reduce -3.1% 2,773 $480K
Financial Futures Ltd Liability Co. 0.30% No change 2,762 $478K
Howard Capital Management Group, LLC 0.04% No change 2,761 $478K
Fruth Investment Management 0.13% Reduce -1.8% 2,747 $475K
HFG Advisors, Inc. 0.44% Reduce -17.4% 2,727 $472K
Optimum Investment Advisors 0.21% No change 2,726 $471K
Sapient Capital LLC 0.01% Add +1.6% 2,725 $471K
Beck Mack & Oliver LLC 0.01% Add +6.5% 2,722 $471K
TriaGen Wealth Management LLC 0.18% Add +3.4% 2,719 $470K
LVZ, Inc. 0.06% Add +8.4% 2,713 $469K
Country Trust Bank 0.01% No change 2,713 $469K
Weaver Consulting Group 0.16% Reduce -3.6% 2,711 $469K
Oak Hill Wealth Advisors, LLC 0.14% — 2,706 $468K
Eagle Capital Management LLC 0.00% No change 2,700 $467K
Cromwell Holdings LLC 0.28% — 2,694 $466K
Barrett & Company, Inc. 0.21% Add +0.2% 2,683 $464K
MWA Asset Management 0.33% Reduce -0.8% 2,682 $464K
Lakeside Advisors, INC. 0.30% No change 2,675 $463K
LaSalle St. Investment Advisors, LLC 0.23% Reduce -17.6% 2,671 $462K
Opal Wealth Advisors, LLC 0.15% Reduce -8.6% 2,670 $462K
Trueblood Wealth Management, LLC 0.26% Add +27.1% 2,668 $461K
Spirit of America Management Corp. 0.09% No change 2,668 $461K
Texas Capital Bank Wealth Management Services Inc 0.05% Add +10.5% 2,660 $460K
Centric Wealth Management 0.13% Add +25.8% 2,398 $460K
Fulton Breakefield Broenniman LLC 0.03% Reduce -0.3% 2,650 $458K
Autumn Glory Partners, LLC 0.23% No change 2,640 $457K
Aire Advisors, LLC 0.10% Add +54.0% 2,640 $456K
Gryphon Financial Partners LLC 0.07% Add +3.8% 2,630 $455K
Woodmont Investment Counsel LLC 0.04% Add +8.5% 2,612 $452K
HTLF Bank 0.05% Reduce -10.3% 2,606 $451K
Tortoise Investment Management, LLC 0.05% Add +0.0% 2,599 $450K
CKW Financial Group 0.06% Add +0.6% 2,564 $449K
Engineers Gate Manager LP 0.01% New 2,596 $449K
Morningstar Investment Management LLC 0.05% Reduce -21.8% 2,591 $448K
626 Financial, LLC 0.26% No change 2,589 $448K
Towercrest Capital Management 0.07% No change 2,586 $447K
Doheny Asset Management 0.32% No change 2,585 $447K
Orion Capital Management LLC 0.23% Reduce -10.4% 2,579 $446K
Quintet Private Bank (Europe) S.A. 0.03% Reduce -34.4% 2,213 $446K
Fenimore Asset Management Inc 0.01% No change 2,573 $445K
Windsor Capital Management, LLC 0.14% Reduce -3.0% 2,571 $445K
Burns J W & Co. Inc. 0.06% No change 2,571 $445K
Davidson Trust Co. 0.31% Reduce -25.5% 2,567 $444K
Chatham Capital Group, Inc. 0.08% No change 2,565 $444K
Cookson Peirce & Co. Inc. 0.02% New 2,562 $443K
Institutional & Family Asset Management, LLC 0.07% Add +0.2% 2,562 $443K
Wilson & Boucher Capital Management, LLC 0.34% No change 2,552 $441K
Boyd Watterson Asset Management LLC 0.13% No change 2,552 $441K
Francis Financial, Inc. 0.13% Add +3.7% 2,548 $441K
Gradient Investments LLC 0.01% Add +51.7% 2,545 $440K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.11% Reduce -10.9% 2,542 $440K
FCG Investment Co 0.33% Reduce -0.4% 2,541 $439K
Walkner Condon Financial Advisors LLC 0.09% Add +1.6% 2,539 $439K
Visionary Wealth Advisors 0.03% Reduce -3.4% 2,534 $438K
KFG Wealth Management, LLC 0.17% Add +0.8% 2,533 $438K
Smith Shellnut Wilson LLC 0.21% No change 2,523 $436K
LM Advisors LLC 0.09% No change 2,520 $436K
Pegasus Asset Management, Inc. 0.14% Reduce -1.2% 2,514 $435K
Pacific Global Investment Management Co. 0.08% Reduce -0.6% 2,513 $435K
United Asset Strategies, Inc. 0.04% Add +4.1% 2,512 $434K
WealthShield Partners, LLC 0.07% Add +4.7% 2,503 $433K
Armbruster Capital Management, Inc. 0.09% Add +2.3% 2,500 $432K
Wayfinding Financial, LLC 0.24% Reduce -0.4% 2,497 $431K
Trillium Asset Management, LLC 0.01% Reduce -0.2% 2,494 $431K
New Potomac Partners, LLC 0.23% No change 2,485 $430K
Ethos Financial Group, LLC 0.08% Add +9.3% 2,482 $429K
Carolinas Wealth Consulting LLC 0.08% Reduce -35.5% 2,478 $428K
Builder Investment Group Inc. 0.12% No change 2,475 $428K
Tritonpoint Wealth, LLC 0.04% Add +5.5% 2,470 $427K
D. Scott Neal, Inc. 0.24% Reduce -0.2% 2,468 $427K
Bigelow Investment Advisors, LLC 0.20% Reduce -1.5% 2,466 $426K
Coastline Trust Co 0.05% No change 2,465 $426K
Per Stirling Capital Management, LLC. 0.07% Reduce -1.9% 2,464 $426K
Holistic Financial Partners 0.21% Add +0.5% 2,460 $425K
Twin Capital Management Inc. 0.05% No change 2,459 $425K
Magnolia Capital Management Ltd. 0.36% Reduce -6.8% 2,457 $425K
Marble Harbor Investment Counsel, LLC 0.05% Reduce -6.7% 2,443 $423K
Sinecera Capital, LLC 0.58% Reduce -0.1% 2,441 $422K
Brendel Financial Advisors LLC 0.27% New 2,438 $422K
Capstone Investment Advisors, LLC 0.02% Add +2484.0% 2,429 $420K
Acorn Financial Advisory Services Inc. 0.08% Add +0.3% 2,423 $419K
Beacon Capital Management, LLC 0.08% Add +0.4% 2,421 $419K
FSM Wealth Advisors, LLC 0.14% Reduce -0.9% 2,419 $418K
Voya Financial Advisors, Inc. 0.05% Reduce -0.8% 2,444 $418K
CFM Wealth Partners LLC 0.08% No change 2,407 $416K
MBM Wealth Consultants, LLC 0.14% Add +0.8% 2,359 $416K
Monograph Wealth Advisors, LLC 0.06% Reduce -82.0% 2,406 $416K
Novare Capital Management LLC 0.04% Add +0.6% 2,404 $416K
Alta Advisers Ltd 0.20% No change 2,400 $415K
Private Wealth Partners, LLC 0.03% No change 2,400 $415K
Mogy Joel R Investment Counsel Inc. 0.03% No change 2,400 $415K
Aristotle Atlantic Partners, LLC 0.01% No change 2,400 $415K
Eagle Strategies LLC 0.08% Add +116.0% 2,398 $415K
Private Capital Management LLC 0.08% Reduce -8.4% 2,396 $414K
CYBER HORNET ETFs LLC 0.45% Add +1.7% 2,395 $414K
Future Financial Wealth Managment LLC 0.36% Add +0.1% 2,391 $414K
Capital Advisors Wealth Management, LLC 0.08% Add +0.4% 2,383 $412K
Am Investment Strategies LLC 0.10% Add +0.6% 2,381 $412K
Clarus Group, Inc. 0.18% Reduce -4.4% 2,380 $412K
Acropolis Investment Management, LLC 0.03% Reduce -0.0% 2,374 $411K
Kesler, Norman & Wride, LLC 0.09% Reduce -2.5% 2,370 $410K
West Bancorporation Inc. 0.30% No change 2,365 $409K
BIP Wealth, LLC 0.03% Reduce -10.6% 2,364 $409K
KWB Wealth 0.06% Reduce -2.8% 2,136 $408K
Park Edge Advisors, LLC 0.12% No change 2,353 $407K
Rowlandmiller & Partners.adv 0.09% Add +2.6% 2,353 $407K
Financial Security Advisor, Inc. 0.14% Add +0.1% 2,352 $407K
Independent Investors Inc. 0.09% No change 2,350 $406K
Marathon Mission, Inc. 0.31% Reduce -28.2% 2,345 $406K
Talbot Financial, LLC 0.05% Reduce -54.6% 2,343 $405K
RBA Wealth Management, LLC 0.16% Reduce -21.4% 2,339 $404K
Aviance Capital Partners, LLC 0.06% Add +0.7% 2,337 $404K
Moody LYNN Lieberson & Walker, LLC 0.03% Reduce -90.2% 2,336 $404K
WFA of San Diego, LLC 0.36% — 2,333 $403K
Bridgewater Associates 0.00% New 2,332 $403K
Bank of Hawaii 0.02% Reduce -18.6% 2,329 $403K
Global X Japan Co., Ltd. 0.06% Reduce -2.0% 2,329 $403K
Linden Thomas Advisory Services, LLC 0.06% Add +49.7% 2,327 $402K
Mechanics Bank Trust Department 0.06% Reduce -5.3% 2,325 $402K
RMR Wealth Builders 0.05% Reduce -33.9% 2,325 $402K
US Asset Management LLC 0.36% Reduce -3.9% 2,325 $402K
Blackston Financial Advisory Group, LLC 0.22% Add +70.7% 2,313 $400K
Lineweaver Wealth Advisors, LLC 0.08% Reduce -0.6% 2,310 $400K
Court Place Advisors, LLC 0.13% Add +63.9% 2,309 $399K
Waterfront Wealth Inc. 0.11% Reduce -14.8% 2,306 $399K
Lodestar Private Asset Management LLC 0.05% Add +6.4% 2,300 $398K
Marathon Trading Investment Management LLC 0.11% New 2,300 $398K
Prossimo Advisors, LLC 0.36% New 2,295 $397K
Five Oceans Advisors 0.21% Reduce -3.0% 2,286 $395K
CM Wealth Advisors LLC 0.19% New 2,286 $395K
3Chopt Investment Partners, LLC 0.12% New 2,286 $395K
MPS Loria Financial Planners, LLC 0.13% Add +0.4% 2,285 $395K
Northwest Quadrant Wealth Management, LLC 0.10% Add +17.8% 2,285 $395K
MBL Wealth, LLC 0.04% Reduce -37.6% 2,285 $395K
Truvestments Capital LLC 0.16% Reduce -20.7% 2,283 $395K
Southeast Asset Advisors, LLC 0.05% No change 2,283 $395K
Northwest Financial Advisors 0.40% Add +3.5% 2,280 $394K
Davis Investment Partners, LLC 0.16% Add +0.8% 2,160 $394K
Dynamic Technology Lab Private Ltd 0.04% Reduce -62.4% 2,279 $394K
Guardian Wealth Advisors, LLC 0.26% Add +9.2% 2,278 $394K
Lokken Investment Group LLC 0.18% Add +0.0% 2,275 $394K
Buckhead Capital Management LLC 0.13% Reduce -23.5% 2,275 $393K
Fragasso Financial Advisors Inc 0.03% Reduce -19.8% 2,275 $393K
Patrick M Sweeney & Associates, Inc. 0.32% Add +7.2% 2,314 $393K
Convergence Financial, LLC 0.10% New 2,270 $393K
Olistico Wealth, LLC 0.25% Reduce -9.0% 2,265 $392K
Optas, LLC 0.10% Reduce -0.6% 2,255 $390K
Koss-Olinger Consulting, LLC 0.04% New 2,255 $390K
Hemington Wealth Management 0.13% Add +3.2% 2,250 $389K
Revisor Wealth Management LLC 0.27% Reduce -43.8% 2,249 $389K
Wescott Financial Advisory Group, LLC 0.05% Add +40.8% 2,245 $388K
TrinityBridge Ltd 0.01% Reduce -15.5% 2,241 $388K
McGlone Suttner Wealth Management, Inc. 0.08% Reduce -11.8% 2,366 $387K
MSH Capital Advisors LLC 0.13% Reduce -0.8% 2,235 $387K
Glen Eagle Advisors, LLC 0.07% Add +19.1% 2,234 $386K
Charter Oak Capital Management, LLC 0.04% Add +19.7% 2,233 $386K
Ellis Investment Partners, LLC 0.08% Add +13.1% 2,233 $386K
Grandfield & Dodd, LLC 0.02% No change 2,232 $386K
Eldridge Investment Advisors, Inc. 0.10% Add +13.0% 2,230 $386K
Wealthstream Advisors, Inc. 0.14% Reduce -1.0% 2,229 $385K
Regent Peak Wealth Advisors LLC 0.09% Reduce -5.3% 2,226 $385K
Cape Cod Five Cents Savings Bank 0.04% Reduce -4.4% 2,223 $384K
ARS Investment Partners, LLC 0.04% No change 2,221 $384K
Quadrant Private Wealth Management, LLC 0.09% Reduce -10.5% 2,212 $383K
AllSquare Wealth Management LLC 0.23% No change 2,209 $382K
Aveo Capital Partners, LLC 0.04% Reduce -27.1% 2,209 $382K
Kelly Lawrence W & Associates Inc. 0.09% Add +56.8% 2,208 $382K
Southland Equity Partners LLC 0.11% Reduce -4.5% 2,204 $381K
Retirement Income Solutions, Inc. 0.09% No change 2,201 $381K
Sterling Financial Planning, Inc. 0.15% No change 2,200 $381K
Horizon Wealth Management, LLC 0.09% Reduce -18.9% 2,197 $380K
CoreFirst Bank & Trust 0.26% No change 2,196 $380K
Affinity Capital Advisors, LLC 0.08% Reduce -2.5% 2,191 $379K
Blueprint Investment Partners LLC 0.08% Reduce -33.6% 2,188 $378K
Columbia Bank 0.15% Add +0.1% 2,187 $378K
Southern Capital Advisors, LLC 0.23% Add +1.4% 2,185 $378K
CNB Bank 0.18% Reduce -4.6% 2,185 $378K
Chesapeake Wealth Management 0.14% Reduce -16.1% 2,184 $378K
RS Crum Inc. 0.10% Add +4.7% 2,181 $377K
Clear Creek Financial Management, LLC 0.05% Add +0.2% 2,198 $377K
Family Manage LLC 0.07% Reduce -0.7% 2,180 $377K
Wintrust Investments LLC 0.03% Add +6.1% 2,178 $377K
Arden Trust Co 0.05% Add +10.4% 2,178 $377K
Infrastructure Capital Advisors, LLC 0.06% Reduce -1.1% 2,175 $376K
Mission Creek Capital Partners, Inc. 0.09% Reduce -36.4% 2,174 $376K
First Heartland Consultants, Inc. 0.04% Reduce -4.7% 2,175 $376K
Moody Aldrich Partners LLC 0.07% Add +22.1% 2,170 $375K
Old Mission Investment Co LLC 0.12% Add +4.2% 2,168 $375K
Alpha Family Trust 0.22% No change 2,165 $374K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -5.2% 2,163 $374K
Summitry LLC 0.02% Reduce -10.4% 2,157 $373K
Arnhold LLC 0.04% No change 2,156 $373K
Progressive Investment Management Corp 0.10% No change 2,149 $372K
Fortis Capital Advisors, LLC 0.13% Add +1.0% 2,144 $371K
Salomon & Ludwin, LLC 0.04% Reduce -17.9% 2,144 $371K
Kowal Investment Group, LLC 0.07% Add +1.2% 2,139 $370K
Knott David M Jr 0.15% No change 2,142 $370K
Pinnacle Bancorp, Inc. 0.11% Add +0.6% 2,132 $369K
Tealwood Asset Management Inc. 0.22% No change 2,125 $368K
Smith Chas P & Associates Pa Cpas 0.02% No change 2,126 $368K
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.02% New 2,126 $368K
Financial Management Network Inc. 0.09% Add +0.3% 2,089 $368K
Proficio Capital Partners LLC 0.04% Add +2.5% 2,125 $368K
Glass Wealth Management Co LLC 0.21% No change 2,125 $368K
Bremer Bank National Association 0.07% Add +21.9% 2,124 $367K
Fiduciary Financial Group, LLC 0.09% — 1,976 $367K
Badgley Phelps Wealth Managers, LLC 0.01% Add +1.3% 2,119 $366K
Retirement Investment Advisors, Inc. 0.04% — 2,112 $365K
Secure Asset Management, LLC 0.07% Add +20.0% 2,110 $365K
Foster Victor Wealth Advisors, LLC 0.03% Reduce -1.5% 1,961 $364K
Versor Investments LP 0.07% New 2,103 $364K
Peak Asset Management, LLC 0.07% Reduce -3.2% 2,101 $363K
Duff & Phelps Investment Management Co. 0.00% Reduce -80.1% 2,099 $363K
Cohen & Steers, Inc. 0.00% Reduce -1.8% 2,097 $363K
Evanson Asset Management, LLC 0.03% Add +0.2% 2,097 $363K
Clarus Wealth Advisors 0.19% Add +19.2% 2,037 $362K
Syverson Strege & Co 0.12% Add +0.3% 2,094 $362K
Key Financial Inc 0.09% No change 2,087 $361K
CAP Partners, LLC 0.29% Add +3.8% 2,087 $361K
Alliance Wealth Management Group 0.10% No change 2,077 $359K
Destination Wealth Management 0.01% Reduce -6.0% 2,077 $359K
Marietta Wealth Management, LLC 0.06% No change 2,076 $359K
Summit Global Investments 0.03% Add +5.4% 2,079 $359K
Moseley Investment Management Inc. 0.17% Add +2.3% 2,059 $356K
FIL Ltd 0.00% Reduce -3.6% 2,059 $356K
Chelsea Counsel Co. 0.18% No change 2,055 $355K
OMNI 360 Wealth, Inc. 0.27% Add +0.7% 2,051 $355K
KPP Advisory Services LLC 0.09% No change 2,047 $354K
MeadowBrook Investment Advisors LLC 0.34% Reduce -10.3% 2,045 $354K
McGowan Group Asset Management, Inc. 0.05% No change 2,044 $354K
Mattern Wealth Management LLC 0.08% Reduce -2.4% 2,043 $353K
Saturna Capital Corp. 0.00% New 2,043 $353K
Shotwell Rutter Baer Inc 0.31% Add +0.1% 2,002 $353K
Sepio Capital, LP 0.03% Reduce -9.1% 2,041 $353K
Hummer Financial Advisory Services Inc 0.31% Reduce -2.9% 2,041 $353K
KFA Private Wealth Group, LLC 0.18% Add +17.4% 2,041 $353K
Systematic Alpha Investments, LLC 0.01% No change 2,040 $353K
Lifestyle Asset Management, Inc. 0.20% Reduce -5.0% 2,036 $352K
McGuire Investment Group, LLC 0.05% No change 2,036 $352K
Foster Dykema Cabot & Partners, LLC 0.03% No change 2,036 $352K
Beacon Financial Group 0.04% Add +7.0% 2,035 $352K
Cerro Pacific Wealth Advisors LLC 0.13% — 2,035 $352K
Ariadne Wealth Management, LP 0.28% — 2,031 $351K
Tower Wealth Partners, Inc. 0.22% Reduce -0.5% 2,031 $351K
Values Added Financial LLC 0.25% Add +5.5% 2,030 $351K
Vista Capital Partners, Inc. 0.04% Add +0.1% 2,027 $351K
Union Savings Bank 0.18% No change 2,019 $349K
Humankind Investments LLC 0.09% Reduce -6.2% 2,015 $348K
Nadler Financial Group, Inc. 0.04% Reduce -4.5% 2,015 $348K
Private Wealth Strategies, L.L.C. 0.07% Add +0.9% 2,015 $348K
Hyperion Partners, LLC 0.25% Add +0.5% 2,014 $348K
PSI Advisors, LLC 0.11% Add +0.1% 2,010 $348K
Paulson Wealth Management Inc. 0.10% Reduce -2.8% 2,009 $347K
Carolina Wealth Advisors, LLC 0.17% Add +21.0% 2,008 $347K
Ergawealth Advisors, Inc. 0.19% Reduce -2.2% 2,004 $347K
Ellenbecker Investment Group 0.07% Reduce -3.1% 2,003 $346K
Inspire Advisors, LLC 0.05% Reduce -2.9% 1,998 $346K
Washington Trust Bank 0.03% Reduce -45.0% 1,998 $346K
Merriman Wealth Management, LLC 0.02% Add +13.1% 1,991 $344K
Buffington Mohr McNeal 0.06% Reduce -9.1% 1,987 $344K
Financial Advisors, LLC 0.07% No change 1,986 $343K
Narus Financial Partners, LLC 0.14% Add +0.3% 1,986 $343K
Faithward Advisors, LLC 0.06% Reduce -0.9% 1,984 $343K
Almanack Investment Partners, LLC. 0.06% Reduce -3.9% 1,984 $343K
BOS Asset Management, LLC 0.16% Reduce -1.7% 1,984 $343K
L.M. Kohn & Company 0.09% Reduce -12.8% 1,983 $343K
Quantum Financial Advisors, LLC 0.06% No change 1,980 $343K
Phoenix Wealth Advisors 0.17% Add +0.7% 1,978 $342K
Lazari Capital Management, Inc. 0.15% Add +9.7% 1,973 $341K
Meridian Financial Partners LLC 0.20% New 1,841 $341K
Passumpsic Savings Bank 0.24% Add +12.8% 1,971 $341K
Great Diamond Partners, LLC 0.08% Reduce -5.3% 1,967 $340K
Whalerock Point Partners, LLC 0.09% Add +2.1% 1,966 $340K
Human Investing LLC 0.07% Reduce -22.1% 1,963 $340K
Global Trust Asset Management, LLC 0.14% No change 1,961 $339K
Sittner & Nelson, LLC 0.17% Add +12.1% 1,960 $339K
Prentiss Smith & Co. Inc. 0.24% No change 1,960 $339K
Foster Group, Inc. 0.01% Add +5.1% 1,958 $339K
McIlrath & Eck, LLC 0.05% No change 1,953 $338K
Childress Capital Advisors, LLC 0.10% Reduce -5.7% 1,952 $338K
W Advisors, LLC 0.22% Add +0.7% 1,947 $337K
Rosenberg Matthew Hamilton 0.10% No change 1,920 $336K
Enterprise Bank & Trust Co 0.11% Add +1.7% 1,944 $336K
Concord Wealth Partners 0.06% Reduce -6.0% 1,937 $335K
S. R. Schill & Associates 0.15% Reduce -60.8% 1,931 $334K
Clear Harbor Asset Management, LLC 0.03% Add +1.3% 1,928 $333K
Roundview Capital LLC 0.03% Reduce -23.0% 1,928 $333K
Fagan Associates, Inc. 0.06% No change 1,920 $332K
Pasadena Private Wealth, LLC 0.08% Reduce -31.7% 1,918 $332K
Wambolt & Associates, LLC 0.10% Reduce -11.3% 1,885 $330K
Riverview Trust Co 0.31% No change 1,908 $330K
Lyell Wealth Management, LP 0.03% Reduce -2.6% 1,906 $330K
Stevard, LLC 0.28% Add +11.7% 1,903 $329K
Silvia McColl Wealth Management, LLC 0.27% No change 1,901 $329K
Capital Counsel LLC 0.01% No change 1,900 $329K
Calamos Wealth Management LLC 0.02% Add +71.0% 1,893 $327K
Advus Financial Partners, LLC 0.10% Reduce -0.6% 1,892 $327K
Palisade Capital Management, LP 0.01% Add +8.6% 1,892 $327K
Vanguard Capital Wealth Advisors 0.22% Add +0.5% 1,888 $327K
Highland Capital Management, LLC 0.02% Add +1.4% 1,888 $327K
Callan Capital, LLC 0.03% Add +43.0% 1,887 $326K
Clarity Wealth Advisors, LLC 0.11% Reduce -2.6% 1,886 $326K
Archvest Wealth Advisors, Inc. 0.22% Add +0.8% 1,861 $326K
First Foundation Advisors 0.01% Add +1.0% 1,879 $325K
Cedrus LLC 0.16% Reduce -6.4% 1,873 $324K
Schmidt P J Investment Management Inc. 0.06% Reduce -1.3% 1,870 $323K
Shepherd Kaplan Krochuk, LLC 0.26% No change 1,867 $323K
Presilium Private Wealth, LLC 0.08% New 1,863 $322K
NWF Advisory Services Inc. 0.05% Add +14.5% 1,863 $322K
Morton Capital Management LLC 0.08% Add +5.0% 1,862 $322K
Community Bank of Raymore 0.25% No change 1,860 $322K
Etfidea, LLC 0.11% No change 1,850 $320K
Financial Symmetry Inc 0.25% Add +2.5% 1,849 $320K
Commonwealth Financial Services, LLC 0.07% Add +0.1% 1,800 $320K
Keb Asset Management, LLC 0.11% Add +0.2% 1,846 $319K
MCF Advisors LLC 0.02% Add +0.1% 1,845 $319K
Pacifica Partners Inc. 0.14% Add +0.2% 1,814 $319K
Renaissance Group LLC 0.01% No change 1,841 $318K
Tiemann Investment Advisors, LLC 0.14% Reduce -17.9% 1,840 $318K
Camden National Bank 0.05% No change 1,839 $318K
Continuum Wealth Advisors, LLC 0.17% Reduce -3.4% 1,837 $318K
Vantage Consulting Group Inc 0.24% Add +13.3% 1,833 $317K
Summit Wealth Partners, LLC 0.07% Add +0.1% 1,833 $317K
Stableford Capital II LLC 0.12% No change 1,690 $317K
Relyea Zuckerberg Hanson LLC 0.05% Add +6.4% 1,827 $316K
Meridian Financial Advisors, LLC 0.23% No change 1,824 $315K
Gradient Capital Advisors, LLC 0.11% Add +0.3% 1,823 $315K
Miller Investment Management, LP 0.04% No change 1,822 $315K
Krane Funds Advisors LLC 0.01% New 1,822 $315K
FWG Holdings, LLC 0.16% No change 1,707 $314K
Alexander Labrunerie & Co., Inc. 0.17% Add +4.2% 1,817 $314K
Monument Group Wealth Advisors, LLC 0.21% No change 1,810 $313K
Central Bank & Trust Co. 0.04% Reduce -0.8% 1,810 $313K
Certuity, LLC 0.02% Reduce -5.2% 1,805 $312K
Hubbell Strickland Wealth Management, LLC 0.16% No change 1,804 $312K
Advance Capital Management, Inc. 0.01% Reduce -28.0% 1,802 $312K
Cook Wealth, LLC 0.17% Add +0.2% 1,623 $312K
One Plus One Wealth Management, LLC 0.18% New 1,800 $311K
Westshore Wealth, LLC 0.13% Add +28.6% 1,800 $311K
Security Financial Services, INC. 0.07% Add +0.9% 1,800 $311K
Lockheed Martin Investment Management Co. 0.02% New 1,800 $311K
Flynn Zito Capital Management, LLC 0.16% Add +0.6% 1,798 $311K
Gray Wealth Management Inc. 0.13% Add +0.7% 1,797 $311K
CVA Family Office, LLC 0.06% Add +3.3% 1,796 $311K
Silver Lake Advisory, LLC 0.08% Add +14.2% 1,795 $310K
Seeds Investor LLC 0.16% New 1,794 $310K
AJ Advisors, LLC 0.17% Add +16.4% 1,793 $310K
Van Cleef Asset Management,Inc 0.04% Reduce -5.3% 1,792 $310K
Boyar Asset Management Inc. 0.21% No change 1,791 $310K
Mosley Wealth Management 0.26% Reduce -1.8% 1,790 $310K
First Interstate Bank 0.02% Reduce -5.3% 1,788 $309K
McCollum Christoferson Group LLC 0.09% No change 1,779 $308K
Beacon Financial Strategies CORP 0.22% No change 1,778 $308K
East Coast Asset Management, LLC. 0.11% Add +0.2% 1,777 $307K
Transamerica Financial Advisors, LLC 0.03% No change 1,775 $307K
Wedge Capital Management L L P 0.01% Reduce -0.5% 1,771 $306K
Triangle Securities Wealth Management 0.09% Reduce -1.1% 1,769 $306K
M&R Capital Management Inc. 0.07% Add +0.1% 1,766 $305K
Eagle Wealth Strategies LLC 0.25% Add +2.3% 1,760 $304K
Wealthquest Corp 0.03% Add +2.1% 1,759 $304K
HCR Wealth Advisors 0.04% No change 1,754 $303K
Rise Advisors, LLC 0.16% Add +16.6% 1,752 $303K
Prosperity Wealth Management, Inc. 0.15% Reduce -6.8% 1,751 $303K
Oakworth Capital, Inc. 0.02% No change 1,750 $303K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.20% No change 1,750 $303K
Coerente Capital Management 0.06% Reduce -14.6% 1,750 $303K
Total Clarity Wealth Management, Inc. 0.10% Reduce -1.2% 1,750 $303K
Pioneer Trust Bank N A 0.08% No change 1,748 $302K
Phillips Wealth Planners LLC 0.32% Add +5.7% 1,699 $302K
Alera Investment Advisors, LLC 0.04% New 1,744 $302K
Financial Network Wealth Advisors LLC 0.23% Add +3.4% 1,739 $301K
Middleton & Co. Inc. 0.04% Add +3.6% 1,742 $301K
Marotta Asset Management 0.06% New 1,720 $301K
LVW Advisors, LLC 0.04% Add +0.6% 1,739 $301K
MAS Advisors LLC 0.72% Add +6.1% 1,739 $301K
Rice Partnership, LLC 0.07% Reduce -0.6% 1,738 $301K
MRA Advisory Group 0.17% Add +3.0% 1,729 $299K
Triune Financial Partners, LLC 0.10% No change 1,724 $298K
Gibbs Wealth Management 0.12% Add +40.4% 1,720 $297K
Annex Advisory Services, LLC 0.01% Add +20.1% 1,713 $296K
Eight 31 Financial, LLC 0.23% New 1,711 $296K
Greatmark Investment Partners, Inc. 0.04% No change 1,709 $296K
Fiduciary Alliance LLC 0.05% New 1,660 $294K
Cottonwood Capital Advisors, LLC 0.23% No change 1,667 $294K
SYM FINANCIAL Corp 0.05% New 1,701 $294K
Platte River Wealth Advisors, LLC 0.08% Reduce -10.5% 1,700 $294K
AlphaCore Capital LLC 0.07% Add +12.4% 1,697 $293K
Nordwand Advisors, LLC 0.13% No change 1,694 $293K
Rock Point Advisors, LLC 0.09% Add +1.7% 1,694 $293K
Edmonds Duncan Registered Investment Advisors, LLC 0.07% No change 1,689 $292K
PFS Partners, LLC 0.18% Add +0.4% 1,688 $292K
Cambridge Financial Group, LLC 0.13% Add +1.5% 1,686 $292K
International Private Wealth Advisors LLC 0.49% Reduce -26.2% 1,686 $292K
Jag Capital Management, LLC 0.04% No change 1,683 $291K
O'Brien Wealth Partners LLC 0.07% Add +0.2% 1,682 $291K
Wulff, Hansen & Co. 0.29% No change 1,682 $291K
Atlas Private Wealth Advisors 0.05% New 1,683 $291K
Seed Wealth Management, Inc. 0.25% Add +11.6% 1,679 $290K
Fort, L.P. 0.74% Reduce -3.2% 1,678 $290K
HTG Investment Advisors, Inc. 0.16% Reduce -8.1% 1,673 $289K
Sterling Investment Counsel, LLC 0.11% Reduce -21.0% 1,673 $289K
ABLE Financial Group, LLC 0.10% Add +21.9% 1,673 $289K
True Link Financial Advisors, LLC 0.03% Reduce -1.1% 1,669 $289K
White Knight Strategic Wealth Advisors, LLC 0.29% New 1,665 $288K
Norway Savings Bank 0.16% Add +1.5% 1,661 $287K
Waypoint Wealth Partners Inc. 0.08% New 1,658 $287K
Syon Capital LLC 0.03% Reduce -1.3% 1,656 $286K
Jamison Private Wealth Management, Inc. 0.05% Add +57.4% 1,654 $286K
Lee Financial Co 0.05% Reduce -1.3% 1,654 $286K
Guardian Wealth Advisors, LLC / NC 0.03% Reduce -2.6% 1,647 $285K
Baker Boyer National Bank 0.10% Reduce -17.5% 1,646 $285K
Paragon Financial Partners, Inc. 0.22% No change 1,645 $285K
Trinity Wealth Management, LLC 0.14% No change 1,644 $284K
Revolve Wealth Partners, LLC 0.05% Reduce -0.4% 1,643 $284K
WR Wealth Planners, LLC 0.09% Reduce -0.2% 1,642 $284K
Composition Wealth, LLC 0.01% Reduce -50.0% 1,640 $284K
Atlanta Consulting Group Advisors, LLC 0.06% No change 1,636 $283K
Prostatis Group LLC 0.10% Add +7.8% 1,634 $283K
Planning Center, Inc. 0.04% No change 1,625 $281K
Prepared Retirement Institute LLC 0.19% Reduce -9.3% 1,623 $281K
Resolute Wealth Strategies, LLC 0.16% No change 1,623 $281K
BOK Financial Private Wealth, Inc. 0.02% No change 1,622 $281K
Cyrus J. Lawrence, LLC 0.06% Reduce -0.3% 1,624 $280K
Blodgett Wealth Advisors, LLC 0.24% No change 1,618 $280K
Scissortail Wealth Management, LLC 0.07% No change 1,627 $280K
Mittelman Wealth Management 0.18% New 1,616 $279K
Qsemble Capital Management, LP 0.05% New 1,616 $279K
Latitude Advisors, LLC 0.17% Add +2.2% 1,615 $279K
Schneider Downs Wealth Management Advisors, LP 0.06% No change 1,614 $279K
ERn Financial, LLC 0.05% Add +1.3% 1,605 $278K
Raab & Moskowitz Asset Management LLC 0.08% Reduce -2.4% 1,604 $277K
FSB Premier Wealth Management, Inc. 0.13% No change 1,602 $277K
Yeomans Consulting Group, Inc. 0.11% Add +0.6% 1,602 $277K
Hamilton Capital, LLC 0.02% Reduce -39.0% 1,600 $277K
Stonebrook Private Inc. 0.08% Reduce -27.2% 1,599 $276K
TAP Consulting, LLC 0.06% Add +0.3% 1,597 $276K
Horizon Bancorp Inc. 0.13% Add +23.2% 1,593 $276K
KRS Capital Management, LLC 0.21% Reduce -1.0% 1,594 $276K
Silver Coast Investments LLC 0.11% Add +16.7% 1,592 $275K
Brand Asset Management Group, Inc. 0.12% Add +5.6% 1,591 $275K
Beacon Investment Advisors LLC 0.14% New 1,589 $275K
Aprio Wealth Management, LLC 0.05% Add +17.3% 1,588 $275K
Robinson Smith Wealth Advisors LLC 0.24% Reduce -5.5% 1,588 $275K
M. Kulyk & Associates, LLC 0.06% Add +0.8% 1,588 $275K
American Institute for Advanced Investment Management, LLP 0.21% Reduce -23.1% 1,579 $273K
Rebalance, LLC 0.02% No change 1,579 $273K
Integrity Financial Corp 0.17% No change 1,576 $273K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Reduce -27.6% 1,572 $272K
Kathmere Capital Management, LLC 0.03% Add +16.7% 1,571 $272K
Vantage Financial Partners, LLC 0.07% Add +1.0% 1,570 $271K
GW Henssler & Associates Ltd. 0.02% Reduce -0.3% 1,567 $271K
Foguth Wealth Management, LLC. 0.12% Add +9.4% 1,562 $270K
FSC Wealth Advisors, LLC 0.20% No change 1,560 $270K
Motive Wealth Advisors 0.16% Reduce -15.3% 1,559 $270K
Fortune Financial Advisors, LLC 0.16% Reduce -9.4% 1,554 $269K
Carr Financial Group Corp 0.09% Add +7.5% 1,552 $268K
First National Advisers, LLC 0.05% Add +3.3% 1,549 $268K
Bright Financial Advisors, Inc. 0.19% No change 1,547 $268K
Evernest Financial Advisors, LLC 0.12% Add +3.9% 1,547 $267K
NDVR, Inc. 0.28% Reduce -7.0% 1,545 $267K
Aurora Private Wealth, Inc. 0.23% Reduce -4.9% 1,545 $267K
Twin Lakes Capital Management, LLC 0.18% Add +0.3% 1,539 $266K
Integris Wealth Management, LLC 0.08% Add +0.3% 1,539 $266K
Concentric Wealth Management, LLC 0.07% Reduce -7.0% 1,534 $265K
VeraBank, N.A. 0.08% No change 1,533 $265K
Embree Financial Group 0.05% Reduce -2.1% 1,533 $265K
Frisch Financial Group, Inc. 0.08% Reduce -18.9% 1,530 $265K
Drucker Wealth 3.0, LLC 0.07% — 1,528 $264K
Baugh & Associates, LLC 0.14% Reduce -20.2% 1,219 $264K
Abich Financial Wealth Management LLC 0.18% Add +37.2% 1,527 $264K
Sonoma Private Wealth LLC 0.43% No change 1,525 $264K
Annis Gardner Whiting Capital Advisors, LLC 0.07% Reduce -1.0% 1,525 $264K
Willis Investment Counsel 0.02% Add +0.3% 1,524 $264K
Prosperity Financial Group, Inc. 0.17% Reduce -6.2% 1,524 $263K
Birchcreek Wealth Management, LLC 0.15% Reduce -27.4% 1,523 $263K
Macroview Investment Management LLC 0.28% Reduce -12.5% 1,522 $263K
Landaas & Co. /Wi 0.08% Add +0.3% 1,519 $263K
Abbot Financial Management, Inc. 0.14% No change 1,520 $263K
Balboa Wealth Partners 0.07% Add +2.1% 1,520 $263K
Greater Midwest Financial Group, LLC 0.17% Add +1.8% 1,362 $262K
Eagle Bluffs Wealth Management LLC 0.15% Add +3.0% 1,513 $262K
Gemmer Asset Management LLC 0.03% Add +31.3% 1,510 $261K
Mosaic Family Wealth Partners, LLC 0.04% Reduce -3.1% 1,510 $261K
Horan Securities, Inc. 0.11% Add +2.0% 1,509 $261K
Pacific Sage Partners, LLC 0.06% Reduce -0.9% 1,505 $260K
Eastern Bank 0.01% No change 1,504 $260K
Prelude Capital Management, LLC 0.02% Reduce -82.8% 1,503 $260K
Garden State Investment Advisory Services LLC 0.09% Reduce -15.3% 1,498 $260K
Gibson Wealth Advisors LLC 0.24% No change 1,500 $259K
Mine & Arao Wealth Creation & Management, LLC. 0.13% No change 1,500 $259K
Lountzis Asset Management, LLC 0.12% No change 1,500 $259K
Iat Reinsurance Co. LTD. 0.06% No change 1,500 $259K
Stanley-Laman Group, Ltd. 0.03% New 1,500 $259K
LGT Fund Management Co Ltd. 0.03% New 1,500 $259K
New South Capital Management Inc. 0.01% No change 1,500 $259K
Meadow Creek Wealth Advisors LLC 0.24% Add +19.3% 1,496 $259K
Guerra Pan Advisors, LLC 0.22% No change 1,488 $257K
Advisory Resource Group 0.06% No change 1,488 $257K
Dechtman Wealth Management, LLC 0.06% Add +0.4% 1,487 $257K
Integral Investment Advisors, Inc. 0.09% New 1,503 $257K
Veltria Advisors Corp. 0.09% Reduce -34.9% 1,485 $257K
Cambridge Advisors Inc. 0.06% Reduce -2.9% 1,485 $257K
Campion Asset Management 0.20% No change 1,475 $255K
Castleview Partners, LLC 0.14% Reduce -4.8% 1,467 $254K
Bank of Marin 0.22% Reduce -1.8% 1,467 $254K
Rothschild Wealth LLC 0.08% Add +32.5% 1,464 $253K
Wealth Advisors of Iowa, LLC 0.14% Reduce -0.3% 1,464 $253K
Collective Family Office LLC 0.07% New 1,460 $253K
M Holdings Securities, Inc. 0.03% Reduce -90.3% 1,473 $252K
Sivia Capital Partners, LLC 0.17% Add +6.6% 1,454 $252K
Lansing Street Advisors 0.10% Add +18.7% 1,454 $251K
Girard Partners LTD. 0.02% Reduce -0.8% 1,452 $251K
Worth Asset Management, LLC 0.15% Reduce -24.7% 1,452 $251K
Diamant Asset Management, Inc. 0.17% No change 1,450 $251K
Belmont Capital, LLC 0.05% New 1,448 $250K
TruNorth Capital Management, LLC 0.08% Add +24.9% 1,447 $250K
Titleist Asset Management, LLC 0.04% Add +13.3% 1,447 $250K
Farmers & Merchants Trust Co of Chambersburg PA 0.10% Reduce -3.2% 1,440 $249K
Rockbridge Investment Management, LCC 0.04% Add +3.4% 1,438 $249K
Fiducient Advisors LLC 0.03% Reduce -56.7% 1,437 $249K
Primoris Wealth Advisors, LLC 0.20% Reduce -3.4% 1,437 $249K
Security National Bank 0.04% Reduce -14.0% 1,434 $248K
New World Advisors LLC 0.07% Add +10.2% 1,432 $248K
Apriem Advisors 0.03% Reduce -21.9% 1,429 $247K
Arlington Trust Co LLC 0.06% Add +55.9% 1,428 $247K
Ashford Capital Management Inc. 0.03% Reduce -4.4% 1,426 $247K
Melfa Wealth Management, Inc. 0.17% Add +9.6% 1,425 $246K
Canton Hathaway, LLC 0.07% Add +16.4% 1,421 $246K
China Universal Asset Management Co., Ltd. 0.03% Reduce -22.5% 1,420 $246K
Indie Asset Partners, LLC 0.19% Add +16.7% 1,411 $244K
Townsend Asset Management Corp. /NC/ 0.09% Add +0.3% 1,410 $244K
Fort Pitt Capital Group, LLC 0.01% No change 1,408 $243K
Fortitude Family Office, LLC 0.14% Add +195.4% 1,406 $243K
Second Line Capital, LLC 0.07% Add +5.5% 1,406 $243K
GoalFusion Wealth Management, LLC 0.15% No change 1,403 $243K
Kohmann Bosshard Financial Services, LLC 0.03% Add +0.1% 1,400 $242K
Foundation Resource Management Inc. 0.04% No change 1,399 $242K
Cypress Wealth Services, LLC 0.05% Add +4.6% 1,396 $241K
Evermay Wealth Management LLC 0.04% Add +14.6% 1,394 $241K
Planning Capital Management Corp 0.17% Add +0.6% 1,393 $241K
American Planning Services, Inc. 0.17% Add +9.2% 1,391 $241K
Lanham O'Dell & Company, Inc. 0.13% Add +0.2% 1,388 $240K
NBW Capital LLC 0.05% Reduce -28.4% 1,382 $239K
S&T Bank 0.06% No change 1,382 $239K
Asset Management Group, Inc. 0.04% Add +0.9% 1,381 $239K
Rockline Wealth Management, LLC 0.07% New 1,381 $239K
Nelson Capital Management, LLC 0.04% Reduce -1.1% 1,380 $239K
Main Street Research LLC 0.02% Add +0.9% 1,378 $238K
Front Row Advisors LLC 0.08% No change 1,375 $238K
Skyline Advisors, Inc. 0.10% Add +0.7% 1,374 $238K
Beck Capital Management, LLC 0.07% Reduce -4.4% 1,372 $237K
Pineridge Advisors LLC 0.08% Add +0.8% 1,369 $237K
Israel Discount Bank of New York 0.38% Reduce -47.7% 1,367 $236K
Avalon Trust Co 0.02% No change 1,361 $235K
Ellevest, Inc. 0.01% Add +1.1% 1,359 $235K
Kooman & Associates 0.09% Add +0.1% 1,358 $235K
West Coast Financial LLC 0.03% Add +8.5% 1,358 $235K
Abacus Wealth Partners, LLC 0.04% Add +3.7% 1,355 $234K
Schiavi & Co LLC 0.09% No change 1,351 $234K
Noesis Capital Mangement Corp. 0.05% New 1,345 $233K
Canopy Partners, LLC 0.11% Add +11.8% 1,345 $233K
Machina Capital S.A.S. 0.10% New 1,343 $232K
Spectrum Wealth Counsel, LLC 0.03% No change 1,342 $232K
Authentikos Wealth Advisory, LLC 0.22% No change 1,341 $232K
TCV Trust & Wealth Management, Inc. 0.02% Add +17.5% 1,341 $232K
Bank Ozk 0.10% Reduce -0.8% 1,334 $231K
Boyd Wealth Management, LLC 0.13% No change 1,333 $231K
WealthBridge Capital Management, LLC 0.08% Reduce -5.3% 1,333 $231K
RB Capital Management, LLC 0.06% Add +0.5% 1,331 $230K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.09% No change 1,330 $230K
Mathes Company, Inc. 0.08% New 1,332 $230K
WESPAC Advisors, LLC 0.18% Reduce -22.5% 1,327 $230K
JGP Wealth Management, LLC 0.03% Reduce -0.7% 1,325 $229K
Florida Financial Advisors, LLC 0.14% Add +21.7% 1,522 $229K
Jacobsen Capital Management 0.10% Add +15.6% 1,323 $229K
Lincoln Capital LLC 0.05% Add +0.8% 1,322 $229K
SJS Investment Consulting Inc. 0.04% Add +3.9% 1,320 $228K
New Republic Capital, LLC 0.11% Reduce -30.8% 1,319 $228K
Loomis Sayles & Co. L P 0.00% Reduce -0.3% 1,320 $228K
Channel Wealth LLC 0.08% Reduce -8.0% 1,318 $228K
North Point Portfolio Managers Corp. 0.04% Add +7.9% 1,316 $228K
Willow Creek Wealth Management Inc. 0.03% Add +1.6% 1,313 $227K
Woodstock Corp. 0.02% No change 1,312 $227K
Sollinda Capital Management LLC 0.07% New 1,311 $227K
MA Private Wealth 0.04% No change 1,303 $225K
Maia Wealth LLC 0.07% — 1,230 $225K
Dempze Nancy E 0.15% New 1,300 $225K
Vertex Planning Partners, LLC 0.06% Reduce -6.0% 1,299 $225K
Blankinship & Foster, LLC 0.06% No change 1,299 $225K
Strategic Advocates LLC 0.09% New 1,298 $224K
Abel Hall, LLC 0.16% Add +8.4% 1,297 $224K
waypoint wealth counsel 0.17% Add +0.1% 1,296 $224K
Systematic Portfolios LLC 1.55% New 1,292 $223K
Callan Family Office, LLC 0.04% New 1,291 $223K
Covestor Ltd 0.14% Add +5.5% 1,284 $223K
First PREMIER Bank 0.06% No change 1,291 $223K
TNF LLC 0.08% No change 1,211 $223K
Neumann Capital Management, LLC 0.08% No change 1,286 $222K
Cim, LLC 0.03% No change 1,097 $222K
Horizon Advisory Services, Inc. 0.11% No change 1,284 $222K
Paragon Capital Management Ltd 0.04% Add +0.2% 1,283 $222K
Gateway Wealth Partners, LLC 0.07% Reduce -1.6% 1,282 $222K
LifeSteps Financial, Inc. 0.18% Add +0.2% 1,281 $222K
LWM Advisory Services, LLC 0.19% Reduce -18.1% 1,275 $221K
Taylor Financial Group, Inc. 0.17% No change 1,275 $221K
Private Ocean, LLC 0.02% Reduce -1.1% 1,275 $220K
Lockerman Financial Group, Inc. 0.40% Add +0.5% 1,273 $220K
Hardy Reed LLC 0.02% New 1,273 $220K
Tucker Asset Management LLC 0.05% Reduce -1.2% 1,273 $220K
Coppell Advisory Solutions LLC 0.04% — 1,273 $220K
High Falls Advisors, Inc 0.05% Reduce -14.0% 1,270 $220K
Colton Groome Financial Advisors, LLC 0.09% No change 1,269 $219K
Waterloo Capital, L.P. 0.03% Reduce -22.6% 1,264 $219K
Fingerlakes Wealth Management, Inc. 0.20% Add +0.6% 1,262 $218K
Marathon Strategic Advisors, LLC 0.26% New 1,262 $218K
RVW Wealth, LLC 0.02% Add +8.6% 1,262 $218K
Obsidian Cio, LLC 0.05% Add +3.8% 1,260 $218K
Secured Retirement Advisors, LLC 0.17% New 1,260 $218K
Fielder Capital Group LLC 0.08% Reduce -0.6% 1,256 $217K
Whelan Financial 0.10% Reduce -4.6% 1,254 $217K
Bordeaux Wealth Advisors LLC 0.04% New 1,252 $217K
Turtle Creek Wealth Advisors, LLC 0.05% New 1,251 $216K
Holland Advisory Services, Inc. 0.27% Add +0.1% 1,248 $216K
NavPoint Financial, Inc. 0.19% No change 1,247 $216K
Wade Financial Advisory, Inc 0.08% Reduce -2.4% 1,246 $215K
Thrive Capital Management, LLC 0.10% Add +18.1% 1,245 $215K
Eubel Brady & Suttman Asset Management Inc. 0.03% New 1,244 $215K
Swmg, LLC 0.10% Reduce -13.7% 1,236 $214K
Beaird Harris Wealth Management, LLC 0.02% Add +67.0% 1,236 $214K
GLOBALT Investments LLC / GA 0.01% No change 1,235 $214K
Altus Wealth Group LLC 0.11% Add +3.0% 1,234 $213K
HHM Wealth Advisors, LLC 0.03% Add +12.0% 1,233 $213K
Retirement Guys Formula LLC 0.10% New 1,229 $213K
Monterey Private Wealth, Inc. 0.08% Add +0.7% 1,227 $212K
Liberty Capital Management, Inc. 0.05% No change 1,224 $212K
Cedar Brook Financial Partners, LLC 1.59% Reduce -85.2% 1,223 $212K
Johnson Bixby & Associates, LLC 0.04% Reduce -0.2% 1,221 $211K
Goldstone Financial Group, LLC 0.04% Add +13.9% 1,221 $211K
Dupree Financial Group, LLC 0.10% Add +2.3% 1,220 $211K
V2 Financial group LLC 0.14% No change 1,100 $211K
RFP Financial Group LLC 0.08% Add +14.6% 1,217 $210K
Hardin Capital Partners, LLC 0.14% — 1,215 $210K
Coston, McIsaac & Partners 0.07% Reduce -1.1% 1,215 $210K
Everpar Advisors LLC 0.11% New 1,214 $210K
BancFirst Trust & Investment Management 0.10% New 1,226 $209K
Braun-Bostich & Associates Inc. 0.16% New 1,210 $209K
Lincoln Capital Corp. 0.09% New 1,210 $209K
Chemung Canal Trust Co. 0.04% Reduce -7.9% 1,210 $209K
IMS Capital Management 0.10% Reduce -10.3% 1,067 $209K
Schrum Private Wealth Management LLC 0.19% Add +0.9% 1,208 $209K
1834 Investment Advisors Co. 0.03% Reduce -38.8% 1,207 $209K
Elgethun Capital Management 0.05% Add +1.0% 1,204 $208K
Montchanin Asset Management, LLC 0.20% No change 1,200 $208K
Rational Advisors, Inc. 0.02% Reduce -42.3% 1,202 $208K
Spectrum Asset Management, Inc. (NB/CA) 0.10% No change 1,200 $208K
A. D. Beadell Investment Counsel, Inc. 0.17% Add +0.2% 1,199 $207K
Vishria Bird Financial Group, LLC 0.09% No change 1,194 $207K
Stone Summit Wealth LLC 0.07% Add +4.4% 1,193 $206K
Olympiad Research LP 0.15% New 1,189 $206K
Biltmore Wealth Management, LLC 0.09% New 1,188 $205K
Central Pacific Bank - Trust Division 0.03% Reduce -0.8% 1,179 $204K
Ewa, LLC 0.08% New 1,101 $203K
Professional Financial Advisors, LLC 0.06% No change 1,172 $203K
Walker Asset Management, LLC 0.14% No change 1,171 $202K
Goldstein Advisors, LLC 0.03% Reduce -0.7% 1,170 $202K
Intrepid Capital Management Inc. 0.13% New 1,168 $202K
Precedent Wealth Partners, LLC 0.08% Reduce -65.9% 1,166 $202K
Luts & Greenleigh Group, Inc. 0.21% — 1,165 $202K
Mill Creek Capital Advisors, LLC 0.01% Add +5.1% 1,165 $201K
Bernardo Wealth Planning LLC 0.05% No change 1,163 $201K
Dash Acquisitions Inc. 0.05% Reduce -19.5% 1,072 $201K
Comprehensive Financial Consultants Institutional, Inc. 0.08% No change 1,161 $201K
Richardson Financial Services Inc. 0.14% Reduce -15.6% 1,160 $201K
EWG Elevate Inc. 0.07% Reduce -4.1% 1,160 $201K
Dominguez Wealth Management Solutions, Inc. 0.15% Add +1.1% 1,160 $201K
DSC Advisors, L.P. 0.67% Reduce -7.3% 1,159 $200K
Founders Capital Management 0.13% No change 1,150 $199K
Vestor Capital, LLC 0.02% Reduce -23.5% 1,140 $197K
Semmax Financial Advisors Inc. 0.06% Add +0.1% 1,018 $196K
Cetera Trust Company, N.A 0.12% No change 1,132 $196K
Global Wealth Strategies & Associates 0.07% Add +6.8% 1,132 $196K
SRH Advisors, LLC 0.06% No change 1,100 $190K
Tyler-Stone Wealth Management 0.08% No change 1,096 $190K
Union Heritage Capital, LLC 0.07% No change 1,070 $185K
Cornerstone Planning Group LLC 0.05% Add +136.2% 999 $183K
NCP Inc. 0.11% No change 1,050 $182K
GW&K Investment Management, LLC 0.00% Add +5.4% 1,014 $175K
Pacific Capital Wealth Advisors, Inc. 0.03% Add +14.8% 1,008 $174K
FNY Investment Advisers, LLC 0.12% Add +380.0% 1,008 $174K
Knuff & Co LLC 0.06% No change 1,000 $173K
Old Second National Bank of Aurora 0.04% Reduce -45.5% 1,000 $173K
Hoey Investments, Inc. 0.03% Reduce -4.8% 994 $172K
Ritter Daniher Financial Advisory LLC / DE 0.05% No change 980 $170K
Lowe Wealth Advisors, LLC 0.08% No change 980 $169K
Iron Horse Wealth Management, LLC 0.06% Add +44.8% 970 $168K
Laffer Tengler Investments, Inc. 0.04% Add +0.3% 959 $166K
Kozak & Associates, Inc. 0.04% Add +1.0% 944 $166K
Financial Freedom, LLC 0.09% Add +0.8% 951 $164K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.01% Reduce -90.8% 942 $163K
Hollencrest Capital Management 0.01% Add +35.2% 938 $162K
Y.D. More Investments Ltd 0.02% Add +133.3% 933 $161K
Atticus Wealth Management, LLC 0.05% Reduce -38.0% 931 $161K
Tanglewood Legacy Advisors, LLC 0.08% No change 930 $161K
First Financial Corp. 0.08% Reduce -9.8% 922 $159K
ICA Group Wealth Management, LLC 0.10% Reduce -77.1% 917 $159K
Bruce G. Allen Investments, LLC 0.13% Reduce -11.3% 903 $156K
Bfsg, LLC 0.02% Add +0.6% 885 $153K
Clear Point Advisors Inc. 0.12% No change 876 $152K
Cherry Tree Wealth Management, LLC 0.04% Reduce -10.1% 854 $148K
Westside Investment Management, Inc. 0.03% Add +11.0% 819 $147K
First Pacific Financial 0.04% Add +7581.8% 845 $146K
Kiely Wealth Advisory Group, Inc. 0.08% No change 753 $144K
Evergreen Private Wealth LLC 0.07% No change 835 $144K
Mascoma Wealth Management LLC 0.04% Reduce -53.2% 831 $144K
Compass Wealth Management LLC 0.04% No change 830 $144K
Private Wealth Management Group, LLC 0.06% Add +26.1% 816 $141K
Bollard Group LLC 0.00% No change 800 $138K
Colonial Trust Advisors 0.01% Reduce -42.4% 776 $134K
HighMark Wealth Management LLC 0.08% Add +3.7% 759 $131K
Marquette Asset Management, LLC 0.02% No change 758 $131K
Fairfield Financial Advisors, LTD 0.04% — 756 $131K
Main Street Group, LTD 0.06% No change 737 $129K
Cassady Schiller Wealth Management, LLC 0.05% No change 742 $128K
Stone House Investment Management, LLC 0.03% Reduce -21.5% 740 $128K
Frazier Financial Advisors, LLC 0.10% Add +1.1% 720 $125K
West Branch Capital LLC 0.05% Add +26.3% 720 $125K
Centerpoint Advisors, LLC 0.04% Add +38.6% 718 $124K
S.A. Mason LLC 0.07% No change 682 $118K
Sanctuary Wealth Management, L.L.C. 0.09% No change 657 $114K
Abound Wealth Management 0.04% Reduce -4.1% 653 $113K
Voisard Asset Management Group, Inc. 0.06% No change 650 $112K
POM Investment Strategies, LLC 0.09% Reduce -0.8% 643 $111K
Wetzel Investment Advisors, Inc. 0.06% Reduce -11.7% 580 $111K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 630 $109K
Rakuten Securities, Inc. 0.05% Add +41.3% 626 $108K
Princeton Global Asset Management LLC 0.02% Add +0.7% 622 $108K
First Community Trust NA 0.09% No change 620 $107K
Gould Capital, LLC 0.08% No change 620 $107K
Strategic Financial Concepts, LLC 0.06% Add +12282.2% 472,382 $106K
Pension & Wealth Management Advisors, Inc. 0.06% Add +0.2% 612 $106K
Cutler Capital Management, LLC 0.05% No change 611 $106K
Aspire Private Capital, LLC 0.03% Reduce -0.5% 610 $106K
Blume Capital Management, Inc. 0.03% No change 600 $104K
Northwest Capital Management Inc 0.04% Reduce -38.5% 584 $101K
Glass Jacobson Investment Advisors llc 0.04% No change 580 $100K
Financial Management Professionals, Inc. 0.01% Add +4.8% 573 $99K
PrairieView Partners, LLC 0.01% Reduce -0.7% 570 $98K
Proffitt & Goodson Inc. 0.02% No change 555 $96K
Centennial Bank 0.05% Add +9.7% 553 $96K
REAP Financial Group, LLC 0.03% Add +381.6% 549 $95K
Pin Oak Investment Advisors Inc. 0.09% Add +10.5% 535 $93K
Financial Avengers, Inc. 0.05% Add +0.9% 534 $92K
Johnson Financial Group, Inc. 0.00% Add +21.3% 530 $92K
Peoples Bank 0.07% No change 525 $91K
Spotlight Asset Group, Inc. 0.06% No change 500 $86K
Aspect Partners, LLC 0.05% Add +7.6% 498 $86K
Blue Bell Private Wealth Management, LLC 0.02% No change 497 $86K
Prestige Wealth Management Group LLC 0.02% Reduce -12.4% 493 $85K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 491 $85K
Hobbs Group Advisors, LLC 0.03% — 488 $84K
West Oak Capital, LLC 0.03% No change 485 $84K
JNBA Financial Advisors 0.01% No change 480 $83K
Creekmur Asset Management LLC 0.02% Add +155.9% 476 $82K
Janiczek Wealth Management, LLC 0.02% Add +0.9% 470 $81K
Maryland Capital Advisors Inc. 0.04% No change 450 $78K
General Partner, Inc. 0.05% No change 449 $78K
Tidemark, LLC 0.04% Add +30.3% 443 $77K
MidAtlantic Capital Management, Inc. 0.06% Reduce -42.9% 436 $75K
Transcendent Capital Group LLC 0.04% Add +0.9% 436 $75K
Trust Co 0.01% No change 431 $75K
VitalStone Financial, LLC 0.05% Reduce -2.3% 430 $74K
Burkett Financial Services, LLC 0.04% Add +0.9% 427 $74K
Cedar Mountain Advisors, LLC 0.02% Add +248.8% 422 $73K
New England Capital Financial Advisors LLC 0.04% No change 421 $73K
Fairscale Capital, LLC 0.06% — 390 $72K
Meeder Asset Management Inc. 0.00% Reduce -76.8% 406 $70K
Ogorek Anthony Joseph /NY/ 0.02% Reduce -25.7% 399 $69K
Aviso Financial Inc. 0.00% — 387 $67K
Bell Investment Advisors, Inc 0.01% Add +3.8% 386 $67K
CGC Financial Services, LLC 0.03% No change 378 $65K
Bank & Trust Co 0.06% — 376 $65K
Western Pacific Wealth Management, LP 0.05% No change 375 $65K
Elevation Wealth Partners, LLC 0.03% Add +11.6% 374 $65K
Paladin Advisory Group, LLC 0.05% No change 348 $61K
Clarity Asset Management, Inc. 0.04% Add +0.9% 351 $61K
Steph & Co. 0.02% Reduce -78.2% 342 $59K
Newton One Investments LLC 0.03% Add +1.2% 342 $59K
RE Dickinson Investment Advisors, LLC 0.04% No change 341 $59K
McClarren Financial Advisors, Inc. 0.53% Add +2.4% 345 $58K
Triad Wealth Partners, LLC 0.03% New 332 $57K
Dixon Mitchell Investment Counsel Inc. 0.00% Reduce -23.5% 325 $56K
Pacific Center for Financial Services 0.02% No change 312 $54K
Bradley & Co. Private Wealth Management, LLC 0.04% No change 305 $53K
Advantage Trust Co 0.04% New 300 $52K
WealthCollab, LLC 0.04% No change 300 $52K
Robbins Farley 0.03% Reduce -10.3% 296 $51K
Keener Financial Planning LLC 0.03% No change 300 $51K
Avion Wealth 0.01% Reduce -75.0% 296 $51K
Briaud Financial Planning Inc 0.03% Add +54.4% 284 $49K
SWS Partners 0.01% New 278 $48K
Tsfg, LLC 0.01% Reduce -26.1% 278 $48K
Richardson Capital Management LLC 0.04% No change 275 $48K
GoalVest Advisory LLC 0.01% Reduce -25.1% 268 $46K
Kelly Financial Services LLC 0.02% Add +0.8% 266 $46K
Caitlin John, LLC 0.03% Reduce -0.8% 260 $45K
Liontrust Investment Partners LLP 0.00% Reduce -43.9% 259 $45K
Activest Wealth Management 0.01% Add +0.8% 246 $43K
Great Lakes Retirement, Inc. 0.01% New 231 $40K
Morton Brown Family Wealth, LLC 0.02% Reduce -4.5% 213 $39K
Wolff Wiese Magana LLC 0.03% Add +37.0% 222 $38K
West Paces Advisors Inc. 0.01% Reduce -19.1% 221 $38K
Kepos Capital LP 0.01% Add +3.3% 220 $38K
Gleason Group, Inc. 0.01% Add +0.9% 214 $37K
Oliver Lagore Vanvalin Investment Group 0.01% New 210 $36K
Red Tortoise LLC 0.02% Reduce -4.7% 202 $35K
Lam Group, Inc. 0.03% No change 202 $35K
Catalyst Funds Management Pty Ltd 0.01% Reduce -97.9% 200 $35K
IFS Advisors, LLC 0.03% No change 197 $34K
JTC Employer Solutions Trustee Ltd 0.00% No change 197 $34K
Davis Capital Management 0.03% No change 186 $33K
Louisbourg Investments Inc. 0.01% No change 188 $33K
ESL Trust Services, LLC 0.01% Add +20.6% 176 $30K
Naples Money Management LLC 0.03% No change 170 $30K
Raffa Wealth Management, LLC 0.01% No change 171 $30K
Painted Porch Advisors LLC 0.02% New 167 $29K
FWL Investment Management, LLC 0.01% Reduce -45.5% 165 $29K
Mowery & Schoenfeld Wealth Management, LLC 0.04% No change 163 $28K
Brown Shipley& Co Ltd 0.01% No change 162 $28K
Financial Perspectives, Inc 0.01% No change 160 $28K
Heck Capital Advisors, LLC 0.00% No change 155 $27K
Versant Capital Management, Inc 0.01% Reduce -29.8% 153 $27K
FPC Investment Advisory, Inc. 0.02% No change 140 $26K
Gables Capital Management Inc. 0.01% No change 150 $26K
Van Lanschot Kempen Investment Management N.V. 0.00% No change 147 $25K
Rogco, LP 0.01% No change 145 $25K
Dunhill Financial, LLC 0.02% Add +14.6% 141 $24K
DHJJ Financial Advisors, Ltd. 0.01% No change 139 $24K
Horrell Capital Management, Inc. 0.01% No change 139 $24K
Signature Resources Capital Management, LLC 0.02% No change 138 $24K
Park Place Capital Corp 0.01% No change 136 $24K
CBIZ Investment Advisory Services, LLC 0.00% No change 129 $22K
Quarry LP 0.01% Reduce -34.0% 128 $22K
DiNuzzo Private Wealth, Inc. 0.00% Add +2.4% 126 $22K
Dagco, Inc. 0.01% No change 125 $22K
Unique Wealth Strategies, LLC 0.01% New 104 $20K
American Capital Advisory, LLC 0.01% Reduce -42.9% 116 $19K
Mendota Financial Group, LLC 0.01% No change 105 $18K
Bellevue Asset Management, LLC 0.01% No change 101 $18K
Avondale Wealth Management 0.01% No change 100 $17K
New Millennium Group LLC 0.01% New 100 $17K
Trivant Custom Portfolio Group, LLC 0.01% No change 100 $17K
Ruedi Wealth Management, Inc. 0.01% No change 100 $17K
Tradewinds Capital Management, LLC 0.01% Add +3.1% 100 $17K
Evolution Advisers, Inc. 0.01% No change 100 $17K
Accordant Advisory Group Inc 0.02% No change 92 $16K
Mfa Wealth Advisors, LLC 0.00% New 88 $15K
Family CFO Inc 0.01% Add +1.3% 81 $14K
Horizon Financial Services, LLC 0.01% No change 80 $14K
Winch Advisory Services, LLC 0.00% Add +1.3% 80 $14K
Arcadia Investment Management Corp. 0.00% No change 75 $13K
Creative Capital Management Investments LLC 0.01% Reduce -63.7% 74 $13K
Mark Sheptoff Financial Planning, LLC 0.01% No change 100 $13K
Tacita Capital Inc 0.01% No change 70 $12K
Matrix Trust Co 0.00% Add +105.9% 70 $12K
Guardian Wealth Management, Inc. 0.01% No change 69 $12K
Trifecta Capital Advisors, LLC 0.00% No change 56 $10K
Valued Wealth Advisors LLC 0.01% Add +31.7% 54 $9K
Redmont Wealth Advisors LLC 0.01% No change 53 $9K
Bray Capital Advisors 0.00% No change 50 $9K
Ramirez Asset Management, Inc. 0.00% No change 50 $9K
Fairman Group, LLC 0.01% No change 47 $8K
Halpern Financial, Inc. 0.00% Reduce -52.0% 47 $8K
Robinswood Financial LLC 0.00% No change 41 $7K
Westend Capital Management, LLC 0.00% Reduce -9.1% 40 $7K
Horizons Wealth Management 0.01% No change 35 $6K
Game Plan Financial Advisors, LLC 0.00% No change 37 $6K
PayPay Securities Corp 0.52% Add +2.9% 36 $6K
True Wealth Design, LLC 0.00% Reduce -62.2% 31 $5K
Cordant, Inc. 0.00% No change 30 $5K
Timber Creek Capital Management LLC 0.00% Reduce -68.4% 30 $5K
Custom Portfolio Group LLC 0.00% No change 20 $3K
Moser Wealth Advisors, LLC 0.00% No change 20 $3K
Luken Investment Analytics, LLC 0.00% No change 16 $3K
Annapolis Financial Services, LLC 0.00% No change 13 $2K
Vermillion & White Wealth Management Group, LLC 0.00% No change 13 $2K
PFG Private Wealth Management, LLC 0.00% No change 13 $2K
Hazlett, Burt & Watson, Inc. 0.00% No change 11 $2K
Nvwm, LLC 0.00% Reduce -8.3% 11 $2K
Clear Investment Research, LLC 0.00% No change 10 $2K
Eukles Asset Management 0.00% No change 10 $2K
ClariVest Asset Management LLC 0.00% No change 8 $1K
WestEnd Advisors, LLC 0.00% No change 5 $865
Highline Wealth Partners LLC 0.00% New 4 $692
State of Wyoming 0.00% Reduce -98.8% 2 $346
AlphaQuest LLC 0.00% New 1 $173

"% of holder's portfolio" is IBM's weight in each manager's 13F, not the share of Intl Business Machines Corp. the manager owns.