Intl Business MachinesIBM

13F holders, Q4 2024 (December 31)
3,144holders +207
120new positions
108sold out
8famous investors
$219.61avg. 13F price*

At the end of Q4 2024, 3,144 institutions reported holding Intl Business Machines Corp. (IBM) in their 13F filings, up 207 from Q3 2024. 120 opened new positions and 108 sold out. The largest holders were Vanguard Group Inc. ($20.2B), BlackRock, Inc. ($17.3B) and State Street Corp. ($12.2B). 8 famous investors held it, including Cliff Asness (0.3% of AQR Capital Management's portfolio), Jeremy Grantham (0.2% of GMO's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
Intl Business Machines Corp.
Filed as
INTERNATIONAL BUSINESS MACHS (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions120$359.7M
Exits108$883.4M

All 13F filers, Q3 2024 → Q4 2024: 32,768,018 shares bought and 24,598,802 shares sold, net +8,169,216 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,144 holders

Vanguard Group Inc. 0.35% Add +1.7% 91,839,252 $20.2B
BlackRock, Inc. 0.35% Add +1.7% 78,894,303 $17.3B
State Street Corp. 0.48% Reduce -0.4% 55,458,573 $12.2B
Geode Capital Management, LLC 0.36% Add +2.1% 20,909,646 $4.6B
Bank of America Corp. 0.33% Reduce -7.4% 16,149,804 $3.6B
Morgan Stanley 0.22% Reduce -1.0% 14,010,134 $3.1B
JPMorgan Chase & Co. 0.23% Add +8.7% 13,157,831 $2.9B
Capital World Investors 0.40% Add +413.5% 11,984,609 $2.6B
Northern Trust Corp. 0.34% Add +18.6% 10,845,993 $2.4B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.42% Add +9.8% 8,112,092 $1.8B
Bank of New York Mellon Corp 0.32% Reduce -5.9% 7,793,893 $1.7B
Amundi 0.54% Reduce -15.2% 6,930,957 $1.5B
Legal & General Group Plc 0.40% Reduce -2.8% 6,806,018 $1.5B
Charles Schwab Investment Management Inc. 0.27% Add +1.9% 6,665,256 $1.5B
Norges Bank 0.16% Reduce -21.1% 5,623,327 $1.2B
Ameriprise Financial Inc. 0.31% Reduce -21.6% 5,463,923 $1.2B
UBS Group AG 0.25% Add +24.4% 5,136,946 $1.1B
Dimensional Fund Advisors LP 0.27% Add +2.0% 5,083,665 $1.1B
Royal Bank of Canada 0.24% Reduce -5.9% 4,974,546 $1.1B
FMR LLC 0.06% Reduce -7.2% 4,824,468 $1.1B
California Public Employees Retirement System 0.68% Reduce -9.6% 4,615,557 $1.0B
Goldman Sachs Group Inc. 0.19% Add +5.1% 4,398,338 $966.9M
Wells Fargo & Company 0.23% Reduce -3.3% 4,373,582 $961.4M
Deutsche Bank AG 0.36% Add +15.1% 4,179,328 $918.7M
Invesco Ltd. 0.16% Add +5.1% 4,036,860 $887.4M
First Trust Advisors LP 0.78% Add +26.4% 4,023,989 $884.6M
Nuveen Asset Management, LLC 0.21% Reduce -4.6% 3,344,888 $735.3M
Barclays PLC 0.33% Reduce -34.5% 3,007,513 $661.1M
Raymond James Financial Inc. 0.22% — 2,696,389 $592.7M
HSBC Holdings PLC 0.37% Reduce -8.2% 2,692,691 $591.6M
Swiss National Bank 0.38% Reduce -4.6% 2,602,300 $572.1M
Sumitomo Mitsui Trust Group, Inc. 0.36% Reduce -0.7% 2,457,388 $540.2M
T. Rowe Price Associates Inc. 0.06% Reduce -33.7% 2,234,539 $491.2M
National Pension Service 0.44% Add +7.4% 2,129,145 $468.0M
Neuberger Berman Group LLC 0.37% Add +4.7% 2,127,519 $467.7M
BNP Paribas Financial Markets 0.36% Add +12.6% 2,096,261 $460.8M
Capital Wealth Planning, LLC 4.21% Add +3.9% 2,072,893 $455.7M
Stifel Financial Corp. 0.44% Add +0.4% 1,929,002 $424.1M
Rhumbline Advisers 0.34% Reduce -0.9% 1,709,842 $375.9M
Bank of Montreal 0.19% Add +5.2% 1,702,883 $374.3M
KBC Group NV 1.02% Add +90.4% 1,687,253 $370.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.35% Add +8.3% 1,612,701 $359.1M
Alliancebernstein L.P. 0.12% Add +14.9% 1,591,471 $349.9M
HighTower Advisors, LLC 0.48% Add +11.0% 1,580,064 $347.3M
California State Teachers Retirement System 0.38% Reduce -2.9% 1,468,286 $322.8M
Franklin Resources Inc. 0.09% Reduce -11.5% 1,435,956 $315.7M
Aberdeen Group plc 0.58% Reduce -5.2% 1,399,293 $306.7M
DekaBank Deutsche Girozentrale 0.55% No change 1,351,453 $299.9M
Envestnet Asset Management Inc. 0.10% Add +0.3% 1,361,646 $299.3M
LPL Financial LLC 0.12% Add +6.2% 1,315,289 $289.1M
LSV Asset Management 0.62% Reduce -17.5% 1,230,584 $270.5M
ProShare Advisors LLC 0.61% Reduce -3.7% 1,223,458 $269.0M
Schroder Investment Management Group 0.25% Add +18.9% 1,186,591 $260.8M
New York State Common Retirement Fund 0.35% Reduce -0.1% 1,181,731 $259.8M
PNC Financial Services Group, Inc. 0.17% Add +0.5% 1,181,333 $259.7M
Thrivent Financial for Lutherans 0.50% Reduce -12.1% 1,178,839 $259.1M
CANADA LIFE ASSURANCE Co 0.44% Reduce -8.6% 1,170,027 $257.2M
Principal Financial Group Inc. 0.13% Reduce -1.2% 1,080,881 $237.6M
National Bank of Canada 0.29% Add +32.1% 1,026,076 $225.6M
W1M Investment Management Ltd 3.58% Add +1.5% 1,022,661 $225.0M
Swedbank AB 0.27% Reduce -2.9% 1,000,716 $220.0M
Unisphere Establishment 1.92% Add +42.9% 1,000,000 $219.8M
Adage Capital Partners Gp, L.L.C. 0.36% Reduce -13.3% 934,490 $205.4M
Wealth Enhancement Advisory Services, LLC 0.38% Add +16.5% 908,083 $199.6M
AQR Capital Management 0.25% Reduce -19.3% 893,951 $196.5M
Citigroup Inc. 0.19% Reduce -12.2% 889,523 $195.5M
State Board of Administration of Florida Retirement System 0.36% Reduce -1.7% 871,653 $191.6M
Brandywine Global Investment Management, LLC 1.38% Reduce -3.8% 857,640 $188.5M
Healthcare of Ontario Pension Plan Trust Fund 0.39% Add +4103.1% 828,000 $182.0M
Truist Financial Corp. 0.28% Add +6.5% 811,062 $178.3M
New York State Teachers Retirement System 0.37% Reduce -4.0% 794,674 $174.7M
Robeco Institutional Asset Management B.V. 0.32% Reduce -23.2% 777,846 $171.0M
Epoch Investment Partners, Inc. 0.82% Reduce -7.1% 772,470 $169.8M
Arrowstreet Capital, Limited Partnership 0.14% Reduce -8.9% 771,791 $169.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.34% — 771,602 $169.6M
Mitsubishi UFJ Trust & Banking Corp 0.40% Reduce -6.1% 769,873 $169.2M
Janus Henderson Group PLC 0.08% Reduce -16.3% 729,479 $160.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.17% Reduce -34.3% 713,193 $156.8M
Retirement Systems of Alabama 0.58% Reduce -0.1% 712,574 $156.6M
Commonwealth Equity Services, LLC 0.23% Add +1.7% 711,867 $156.5M
TCW Group Inc. 1.27% Reduce -1.3% 685,387 $150.7M
Prudential Financial Inc. 0.20% Reduce -44.2% 667,753 $146.8M
TD Asset Management Inc 0.13% Reduce -0.2% 651,078 $143.1M
Janney Montgomery Scott LLC 0.38% Reduce -1.9% 626,101 $137.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.28% Add +6.4% 607,840 $133.6M
Russell Investments Group, Ltd. 0.18% Reduce -7.4% 599,775 $131.9M
Korea Investment CORP 0.31% Reduce -13.6% 587,299 $129.1M
Manufacturers Life Insurance Company, The 0.11% Reduce -1.8% 574,614 $126.3M
Swiss Life Asset Management Ltd 0.92% Add +35.1% 567,737 $124.8M
US Bancorp \de 0.16% Reduce -1.4% 557,736 $122.6M
Aviva PLC 0.32% Add +6.8% 554,867 $122.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.34% Add +52.0% 545,883 $120.0M
Susquehanna International Group, LLP 0.18% Add +138.6% 543,332 $119.4M
State of Wisconsin Investment Board 0.30% Reduce -1.2% 535,084 $117.6M
Pictet Asset Management Holding SA 0.13% Add +14.8% 533,928 $117.4M
Baird Financial Group, Inc. 0.22% Add +0.4% 530,803 $116.7M
Danske Bank A/S 0.35% Add +17.9% 526,031 $115.6M
Natixis Advisors, LLC 0.21% Add +10.4% 516,518 $113.5M
Asset Management One Co., Ltd. 0.38% Reduce -2.2% 502,486 $111.9M
Captrust Financial Advisors 0.32% Add +7.0% 507,662 $111.6M
Chevy Chase Trust Holdings, LLC 0.34% Reduce -1.4% 506,439 $111.3M
Jennison Associates LLC 0.07% Reduce -4.2% 500,072 $109.9M
Nomura Asset Management Co. Ltd. 0.33% Reduce -3.0% 496,954 $109.2M
Treasurer of the State of North Carolina 0.42% Add +0.8% 495,574 $108.9M
APG Asset Management N.V. 0.30% New 511,500 $108.6M
Allspring Global Investments Holdings, LLC 0.17% Reduce -1.5% 489,069 $107.6M
American Century Companies Inc. 0.06% Add +9.4% 485,334 $106.7M
Commerzbank Aktiengesellschaft 2.54% Add +130.3% 480,272 $105.6M
CIBC Private Wealth Group LLC 0.19% Reduce -1.6% 466,139 $104.0M
Assenagon Asset Management S.A. 0.19% Add +37.8% 471,425 $103.6M
Ensign Peak Advisors, Inc 0.18% Reduce -0.7% 464,550 $102.1M
Blair William & Co. 0.30% Add +0.5% 462,753 $101.7M
Jane Street Group, LLC 0.16% Add +633.8% 452,673 $99.5M
Chilton Investment Co. Inc. 2.54% Add +0.1% 448,670 $98.6M
Mackenzie Financial Corp. 0.13% Add +10.6% 443,233 $97.4M
M&T Bank Corp 0.33% Reduce -0.2% 443,006 $97.4M
Rockefeller Capital Management L.P. 0.25% Reduce -0.0% 436,157 $95.9M
KLP Kapitalforvaltning As 0.45% — 429,030 $94.3M
Hudson Bay Capital Management LP 0.68% Add +2231.5% 428,553 $94.2M
Cibc World Market Inc. 0.21% Reduce -2.6% 420,525 $92.4M
Squarepoint Ops LLC 0.24% Add +301.9% 413,764 $91.0M
E. Ohman J:or Asset Management AB 2.11% Reduce -3.2% 412,393 $90.7M
J. Safra Sarasin Holding AG 1.52% Add +0.5% 408,071 $89.7M
Citadel Advisors 0.08% Add +793.0% 407,666 $89.6M
Public Employees Retirement System of Ohio 0.31% Reduce -4.4% 406,122 $89.3M
Credit Agricole S A 0.30% Add +156.3% 405,817 $89.2M
Royal London Asset Management Ltd. 0.22% Add +0.8% 403,350 $88.7M
Corient Private Wealth LP 0.15% Reduce -10.4% 407,682 $87.5M
BI Asset Management Fondsmaeglerselskab A/S 0.90% Add +86.9% 387,853 $85.3M
Teacher Retirement System of Texas 0.31% Add +5.9% 385,908 $84.8M
Allianz Asset Management GmbH 0.12% Reduce -0.7% 375,477 $82.5M
Advisors Capital Management, LLC 1.29% Add +0.1% 371,824 $81.7M
Fort Washington Investment Advisors Inc. 0.48% Reduce -36.4% 367,589 $80.8M
Sanctuary Advisors, LLC 0.50% Reduce -3.2% 307,534 $79.4M
Zacks Investment Management 0.74% Reduce -9.6% 361,290 $79.4M
Mn Services Vermogensbeheer B.V. 0.53% Add +2.1% 360,610 $79.3M
Mariner, LLC 0.13% Add +27.8% 359,504 $79.0M
Handelsbanken Fonder AB 0.30% Add +13.8% 355,742 $78.2M
Osaic Holdings, Inc. 0.18% Add +3.0% 372,290 $78.0M
Toronto Dominion Bank 0.15% Reduce -18.8% 354,312 $77.9M
TCTC Holdings, LLC 2.78% Add +0.0% 352,577 $77.5M
Meyer Handelman Co. 2.68% Reduce -0.4% 352,193 $77.4M
Victory Capital Management Inc. 0.08% Reduce -10.2% 344,684 $75.8M
State of New Jersey Common Pension Fund D 0.30% No change 337,577 $74.2M
State of Tennessee, Department of Treasury 0.27% Reduce -3.0% 332,406 $73.1M
GMO 0.24% Reduce -14.1% 330,772 $72.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.73% Reduce -0.5% 326,269 $71.7M
Creative Planning 0.07% Add +8.2% 325,453 $71.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.18% Reduce -46.3% 321,224 $70.6M
Welch Group, LLC 3.17% Reduce -1.1% 319,247 $70.3M
Rafferty Asset Management, LLC 0.25% Add +0.4% 319,163 $70.2M
Resona Asset Management Co.,Ltd. 0.41% Reduce -6.2% 313,297 $69.0M
Comerica Bank 0.28% Reduce -5.7% 312,724 $68.7M
Crawford Investment Counsel Inc. 1.23% Reduce -5.0% 310,013 $68.2M
Cerity Partners LLC 0.15% Add +2.3% 306,706 $67.5M
Lansforsakringar Fondforvaltning AB (publ) 0.25% — 304,775 $67.0M
Capula Management Ltd 0.45% Add +59662.6% 300,606 $66.1M
AXA S.A. 0.20% Reduce -26.3% 292,731 $64.4M
Sei Investments Co. 0.08% Reduce -3.5% 291,370 $64.1M
State of Michigan Retirement System 0.33% Reduce -0.7% 291,086 $64.0M
Applied Finance Capital Management, LLC 2.78% Reduce -15.4% 290,954 $64.0M
Zurich Insurance Group Ltd 0.52% Add +2519.9% 290,806 $63.9M
Vest Financial, LLC 1.12% Reduce -0.5% 288,975 $63.5M
Private Advisor Group, LLC 0.36% Add +73.7% 288,856 $63.5M
Cibc World Markets Corp. 0.37% Add +6.5% 287,158 $63.1M
Cetera Investment Advisers 0.13% Reduce -0.5% 284,956 $62.6M
Capital Advisors Inc. 1.23% Add +0.4% 281,891 $62.0M
Birch Hill Investment Advisors LLC 2.87% Add +0.0% 280,373 $61.6M
Guggenheim Capital LLC 0.51% Reduce -7.4% 279,342 $61.4M
ING Groep NV 0.41% Reduce -8.7% 277,952 $61.1M
NewEdge Advisors, LLC 0.36% Add +136.4% 275,024 $60.5M
Forsta Ap-Fonden 0.43% Reduce -0.6% 272,200 $59.8M
Arizona State Retirement System 0.36% Add +1.4% 267,122 $58.7M
DNB Asset Management AS 0.25% Add +1.5% 266,098 $58.5M
Kornitzer Capital Management Inc. 1.14% Reduce -0.4% 263,917 $58.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.58% Reduce -7.0% 262,881 $57.8M
Brown Advisory Inc. 0.07% Reduce -1.5% 262,388 $57.7M
Acadian Asset Management LLC 0.17% Reduce -35.9% 261,297 $57.4M
Massachusetts Financial Services Co. 0.02% Add +173.0% 260,784 $57.3M
Cambridge Investment Research Advisors, Inc. 0.19% Add +0.8% 259,263 $57.0M
Silvercrest Asset Management Group LLC 0.37% Reduce -0.3% 252,769 $55.6M
MetLife Investment Management, LLC 0.29% Add +2.1% 244,614 $53.8M
RNC Capital Management LLC 2.80% Reduce -6.2% 238,804 $52.5M
Caisse de depot et placement du Quebec 0.11% Reduce -49.7% 238,754 $52.5M
Todd Asset Management LLC 1.25% Add +1.6% 236,780 $52.1M
USS Investment Management Ltd 0.38% Add +129.9% 236,553 $52.0M
Voya Investment Management LLC 0.06% Reduce -5.4% 233,718 $51.4M
Advisors Asset Management, Inc. 0.95% Reduce -1.4% 233,441 $51.3M
Keybank National Association 0.20% Reduce -0.8% 233,354 $51.3M
Wellington Management Group LLP 0.01% Add +1.4% 231,021 $50.8M
Corebridge Financial, Inc. 0.27% Add +2.7% 227,908 $50.1M
Edgar Lomax Co. 3.16% Reduce -39.5% 223,277 $49.1M
Canada Pension Plan Investment Board 0.05% Add +1165.2% 223,065 $49.0M
Teachers Retirement System of the State of Kentucky 0.43% Reduce -0.1% 222,495 $48.9M
Vontobel Holding Ltd. 0.17% Reduce -19.4% 220,844 $48.5M
Achmea Investment Management B.V. 0.80% Reduce -3.7% 220,423 $48.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.51% Reduce -8.8% 219,622 $48.3M
Nisa Investment Advisors, LLC 0.19% Add +13.1% 218,699 $48.1M
Millennium Management 0.04% Reduce -34.5% 217,427 $47.8M
STRS Ohio 0.19% Reduce -32.7% 216,361 $47.6M
Beacon Pointe Advisors, LLC 0.52% Reduce -2.1% 212,381 $46.7M
Skandinaviska Enskilda Banken AB (publ) 0.21% Add +4.4% 210,514 $46.4M
Mercer Global Advisors Inc. 0.11% Add +2.7% 218,473 $45.9M
Douglas Lane & Associates, LLC 0.65% Reduce -4.2% 208,707 $45.9M
D.A. Davidson & Co. 0.36% Reduce -0.3% 203,188 $44.7M
Daiwa Securities Group Inc. 0.20% Add +3.1% 200,648 $44.1M
Czech National Bank 0.41% Add +6.8% 200,482 $44.1M
Cullen Capital Management, LLC 0.51% Reduce -2.9% 199,367 $43.8M
First Horizon Advisors, Inc. 1.21% Add +0.7% 197,078 $43.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.27% Reduce -1.9% 196,607 $43.2M
DAVENPORT & Co LLC 0.25% Reduce -1.9% 191,084 $42.0M
Kestra Advisory Services, LLC 0.23% Add +7.7% 190,886 $42.0M
Amalgamated Bank 0.33% Reduce -2.2% 180,306 $39.6M
CIBC Asset Management Inc 0.13% Add +4.9% 176,580 $38.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.23% Add +15.1% 176,395 $38.8M
Van Hulzen Asset Management, LLC 2.83% Reduce -5.7% 175,755 $38.6M
Sequoia Financial Advisors, LLC 0.37% Add +47.9% 173,932 $38.2M
NewEdge Wealth, LLC 0.66% Add +7.4% 173,277 $38.1M
Susquehanna Fundamental Investments, LLC 0.63% — 172,012 $37.8M
MML Investors Services, LLC 0.13% Add +3.5% 171,485 $37.7M
Tidal Investments LLC 0.31% Add +17.2% 170,867 $37.6M
IFM Investors Pty Ltd 0.38% Reduce -8.4% 170,725 $37.5M
Erste Asset Management GmbH 0.46% Reduce -10.7% 168,369 $37.5M
Calamos Advisors LLC 0.25% Reduce -2.6% 169,845 $37.3M
Yousif Capital Management, LLC 0.41% Reduce -3.5% 168,973 $37.1M
Americana Partners, LLC 1.52% Add +150.0% 168,770 $37.1M
Fifth Third Bancorp 0.13% Reduce -3.0% 162,914 $35.8M
Focus Partners Wealth 0.09% Reduce -48.1% 160,423 $35.3M
Glenview Trust Co 0.65% Add +1.0% 158,109 $34.8M
Railway Pension Investments Ltd 0.46% Reduce -4.5% 157,700 $34.7M
Commerce Bank 0.21% Reduce -1.8% 157,037 $34.5M
Pinnacle Associates Ltd. 0.46% Add +18.0% 154,686 $34.0M
Oppenheimer Asset Management Inc. 0.41% Reduce -2.1% 153,582 $33.8M
Peapack Gladstone Financial Corp. 0.49% Reduce -0.1% 153,069 $33.6M
Utah Retirement Systems 0.37% Add +0.3% 152,205 $33.5M
QRG Capital Management, Inc. 0.34% Add +7.5% 150,652 $33.1M
Nearwater Capital Markets, Ltd 0.94% — 150,000 $33.0M
Huntington National Bank 0.31% Add +0.1% 148,515 $32.6M
Cresset Asset Management, LLC 0.16% Reduce -21.6% 147,484 $32.4M
Abner Herrman & Brock LLC 3.99% Add +1.0% 145,967 $32.1M
Philadelphia Trust Co. 2.31% Reduce -3.0% 143,410 $31.5M
Varma Mutual Pension Insurance Co 0.24% Reduce -4.8% 143,358 $31.5M
CapWealth Advisors, LLC 3.43% Reduce -5.1% 141,746 $31.2M
Crossmark Global Holdings, Inc. 0.57% Reduce -5.3% 140,623 $30.9M
Ferguson Wellman Capital Management, Inc. 0.59% Reduce -3.3% 140,390 $30.9M
Lazard Asset Management LLC 0.05% Reduce -17.1% 139,973 $30.8M
Intech Investment Management LLC 0.30% Reduce -41.6% 139,755 $30.7M
Drexel Morgan & Co. 6.34% No change 139,735 $30.7M
Cwm, LLC 0.13% Add +8.8% 137,850 $30.3M
Alps Advisors Inc. 0.19% Reduce -4.9% 137,737 $30.3M
Andra AP-fonden 0.48% Add +2.6% 137,700 $30.3M
Daiichi Life Insurance Co., Ltd. 0.83% Reduce -5.1% 136,702 $30.1M
Xponance LLC 0.27% Add +4.8% 136,061 $29.9M
Public Sector Pension Investment Board 0.12% Add +232.0% 134,101 $29.5M
Police & Firemen's Retirement System of New Jersey 0.29% — 133,527 $29.4M
Jones Financial Companies LLLP 0.03% Add +29.5% 130,814 $28.8M
Banco Santander, S.A. 0.34% Reduce -24.6% 130,293 $28.6M
Bank of Nova Scotia 0.05% Add +4.4% 130,037 $28.6M
Prudential PLC 0.14% Reduce -11.2% 129,936 $28.6M
Adams Diversified Equity Fund, Inc. 1.08% New 129,700 $28.5M
Florida Trust Wealth Management Co 0.89% Reduce -2.9% 127,217 $28.0M
Steward Partners Investment Advisory, LLC 0.25% Add +25.1% 126,734 $27.9M
Glenmede Trust Co. NA 0.14% Reduce -25.6% 126,609 $27.8M
Minneapolis Portfolio Management Group, LLC 3.63% Reduce -31.1% 125,269 $27.5M
Unigestion Holding SA 1.58% Reduce -12.1% 125,120 $27.5M
Nissay Asset Management Corp. /Japan 0.17% Add +1.0% 123,267 $27.5M
New York Life Investment Management LLC 0.27% Reduce -9.0% 124,751 $27.4M
TruWealth Advisors, LLC 1.64% Reduce -1.4% 124,002 $27.3M
Public Employees Retirement Association of Colorado 0.11% Reduce -2.6% 123,939 $27.2M
Ethic Inc. 0.55% Add +8.1% 123,338 $27.1M
Williams Jones Wealth Management, LLC. 0.33% Reduce -1.4% 122,926 $27.0M
Cullinan Associates Inc. 1.73% Reduce -10.0% 122,755 $27.0M
Kayne Anderson Rudnick Investment Management LLC 0.06% Reduce -24.8% 121,809 $26.8M
Candriam S.C.A. 0.15% Reduce -5.8% 120,832 $26.6M
O'shaughnessy Asset Management, LLC 0.22% Add +8.5% 120,164 $26.4M
Foundry Partners, LLC 1.33% Reduce -1.4% 120,136 $26.4M
Godsey & Gibb, Inc. 2.63% Reduce -3.5% 120,042 $26.4M
Logan Capital Management Inc. 1.10% Reduce -1.7% 119,621 $26.3M
Reynders McVeigh Capital Management, LLC 1.38% Add +3.3% 118,907 $26.1M
Sound Income Strategies, LLC 1.59% Add +4.5% 116,631 $25.6M
Pathstone Holdings, LLC 0.11% Add +1.2% 116,500 $25.6M
John G Ullman & Associates Inc. 3.74% Reduce -4.1% 115,543 $25.4M
FUKOKU MUTUAL LIFE INSURANCE Co 1.82% No change 115,310 $25.3M
LBP Am SA 0.34% Reduce -10.4% 115,300 $25.3M
Martingale Asset Management L P 0.61% Reduce -29.3% 114,233 $25.1M
SVB Wealth LLC 0.47% New 113,887 $25.0M
Cantor Fitzgerald Investment Advisors L.P. 1.73% Reduce -1.0% 113,803 $25.0M
AE Wealth Management LLC 0.21% Add +2.4% 112,340 $24.7M
Parsons Capital Management Inc. 1.34% Reduce -1.0% 112,280 $24.7M
Mutual of America Capital Management LLC 0.26% Reduce -2.4% 110,613 $24.3M
Stratos Wealth Partners, LTD. 0.35% Add +74.8% 110,444 $24.3M
First Manhattan Co. Llc. 0.07% Reduce -0.1% 110,426 $24.3M
&partners 0.29% Add +59.4% 108,200 $24.1M
Argent Trust Co 0.98% Add +0.5% 109,570 $24.1M
Daymark Wealth Partners, LLC 1.01% Reduce -2.0% 208,720 $24.0M
Tiaa Trust, National Association 0.07% Add +1.2% 108,400 $23.8M
Federated Hermes, Inc. 0.05% Reduce -24.5% 107,997 $23.7M
Verity & Verity, LLC 2.17% Add +5.0% 107,957 $23.7M
Sonora Investment Management Group, LLC 1.82% Add +3.4% 106,946 $23.5M
Townsquare Capital LLC 0.26% Add +20.9% 105,880 $23.3M
TD Waterhouse Canada Inc. 0.19% Reduce -5.9% 105,556 $23.2M
State of Alaska, Department of Revenue 0.26% Reduce -2.4% 105,420 $23.2M
Wealthfront Advisers LLC 0.07% Add +9.7% 104,885 $23.1M
Pinnacle Financial Partners Inc 0.46% Add +2.4% 103,924 $22.8M
Kimelman & Baird, LLC 1.81% Add +0.3% 103,586 $22.8M
Nomura Holdings Inc. 0.12% Add +578.1% 103,294 $22.7M
Palisade Asset Management, LLC 2.30% Reduce -0.3% 103,138 $22.7M
Mirae Asset Global Investments Co., Ltd. 0.09% Add +10.6% 101,805 $22.6M
Poplar Forest Capital LLC 4.16% Reduce -33.9% 102,831 $22.6M
CI Investments Inc. 0.08% Reduce -4.6% 101,568 $22.3M
Atalanta Sosnoff Capital, LLC 0.48% Reduce -1.2% 101,303 $22.3M
Steigerwald, Gordon & Koch Inc. 2.52% Reduce -0.3% 101,240 $22.3M
Community Bank, N.A. 2.85% Reduce -2.3% 101,131 $22.2M
Compagnie Lombard Odier SCmA 0.33% Add +0.4% 100,327 $22.1M
Vanguard Personalized Indexing Management, LLC 0.33% Add +14.7% 102,719 $22.0M
Avantax Advisory Services, Inc. 0.14% Add +3.4% 99,776 $21.9M
Wilkins Investment Counsel Inc. 3.15% Reduce -1.6% 99,028 $21.8M
Meiji Yasuda Asset Management Co Ltd. 0.83% Reduce -3.7% 98,875 $21.7M
Natixis 0.15% Reduce -35.7% 98,847 $21.7M
Schonfeld Strategic Advisors LLC 0.14% Add +378.7% 97,964 $21.5M
Connor, Clark & Lunn Investment Management Ltd. 0.10% Reduce -31.4% 97,622 $21.5M
Scotia Capital Inc. 0.11% Reduce -7.5% 96,980 $21.3M
NorthCoast Asset Management LLC 0.10% Reduce -4.7% 96,930 $21.3M
Benjamin Edwards Inc. 0.30% Add +5.0% 96,780 $21.3M
Lido Advisors, LLC 0.13% Add +21.1% 94,548 $20.8M
Westwood Holdings Group Inc. 0.16% Reduce -10.4% 94,016 $20.7M
Prospera Financial Services Inc 0.47% Add +17.6% 92,411 $20.3M
Bradley Foster & Sargent Inc. 0.34% Add +3.4% 91,274 $20.1M
Wilmington Savings Fund Society, FSB 0.36% Reduce -1.7% 90,782 $20.0M
Northwestern Mutual Wealth Management Co. 0.02% Add +10.3% 90,620 $19.9M
Pacer Advisors, Inc. 0.04% Reduce -69.6% 90,506 $19.9M
Illinois Municipal Retirement Fund 0.28% Reduce -4.5% 90,484 $19.9M
Azimuth Capital Investment Management LLC 0.77% Reduce -19.5% 90,458 $19.9M
SBI Securities Co., Ltd. 0.60% — 88,963 $19.6M
Raiffeisen Bank International AG 0.30% — 88,690 $19.5M
Mizuho Securities USA LLC 0.35% Add +46.7% 87,635 $19.3M
Baldwin Wealth Partners LLC 1.32% Reduce -2.7% 87,156 $19.2M
Macquarie Group Ltd. 0.02% Add +390.9% 394,670 $19.1M
NorthCrest Asset Manangement, LLC 0.57% Add +0.1% 86,796 $19.1M
Janney Capital Management LLC 1.24% Reduce -15.8% 85,329 $18.8M
Thompson Siegel & Walmsley LLC 0.29% Add +4.9% 84,334 $18.5M
LGT Group Foundation 0.29% Reduce -27.9% 84,257 $18.5M
Cullen/Frost Bankers, Inc. 0.25% Add +0.3% 84,239 $18.5M
Elo Mutual Pension Insurance Co 0.39% Reduce -3.7% 84,062 $18.5M
Skba Capital Management LLC 2.92% Reduce -14.7% 84,040 $18.5M
Moors & Cabot, Inc. 0.88% Add +1.6% 83,817 $18.4M
Fisher Funds Management LTD 0.44% — 83,710 $18.3M
Atria Investments, Inc 0.23% Add +1.0% 82,788 $18.2M
Capitolis Liquid Global Markets LLC 0.18% No change 82,500 $18.1M
Trustmark Bank Trust Department 1.35% Reduce -3.1% 82,462 $18.1M
Synovus Financial Corp. 0.23% Reduce -11.4% 80,947 $17.8M
Atria Wealth Solutions, Inc. 0.19% Add +7.5% 80,491 $17.7M
B. Riley Wealth Advisors, Inc. 0.58% Reduce -2.9% 80,271 $17.6M
Oregon Public Employees Retirement Fund 0.32% Add +0.5% 79,287 $17.4M
Generali Asset Management SPA SGR 0.44% — 79,026 $17.4M
Ossiam 0.30% Reduce -73.6% 78,720 $17.3M
GHP Investment Advisors, Inc. 0.81% Add +1.3% 78,694 $17.3M
Wesbanco Bank Inc. 0.58% Reduce -13.1% 77,515 $17.0M
Ilmarinen Mutual Pension Insurance Co 0.15% Add +35.0% 77,168 $17.0M
Kestra Private Wealth Services, LLC 0.29% Add +15.5% 77,001 $16.9M
U.S. Capital Wealth Advisors, LLC 0.53% Add +2.5% 76,886 $16.9M
Bar Harbor Wealth Management 1.11% Add +1.3% 76,837 $16.9M
Vestcor Inc 0.56% Reduce -2.7% 76,769 $16.9M
Oppenheimer & Co. Inc. 0.25% Add +7.8% 76,601 $16.8M
Oak Grove Capital LLC 3.36% Reduce -2.4% 76,110 $16.7M
HM Payson & Co. 0.28% Reduce -0.4% 75,608 $16.6M
Nordea Investment Management AB 0.02% Add +6.5% 75,638 $16.6M
Payden & Rygel 1.41% Reduce -6.6% 74,500 $16.4M
Trexquant Investment LP 0.19% New 74,339 $16.3M
Estabrook Capital Management 2.52% Reduce -0.4% 74,068 $16.3M
Advisory Services Network, LLC 0.30% Reduce -6.0% 73,990 $16.3M
Bessemer Group Inc. 0.03% Reduce -0.7% 73,926 $16.3M
Shufro Rose & Co. LLC 1.26% Reduce -0.2% 73,168 $16.1M
Canal Insurance CO 4.18% No change 73,000 $16.0M
Gillson Capital LP 1.44% Reduce -1.9% 72,874 $16.0M
Gulf International Bank (UK) Ltd 0.39% Reduce -1.1% 70,902 $15.6M
Bryn Mawr Trust Advisors, LLC 0.84% Reduce -3.3% 70,794 $15.6M
Stephens Inc. 0.22% Reduce -0.3% 70,460 $15.5M
W1M Asset Management Ltd 1.31% New 70,061 $15.4M
HB Wealth Management, LLC 0.16% Add +2.5% 69,873 $15.4M
CHURCHILL MANAGEMENT Corp 0.16% Add +2.8% 68,597 $15.1M
James Hambro & Partners LLP 0.59% Reduce -4.9% 68,440 $15.1M
Jacobs & Co. 1.52% Reduce -4.3% 67,992 $14.9M
Bragg Financial Advisors, Inc 0.60% Add +1.3% 67,742 $14.9M
Forbes J M & Co. LLP 1.42% Add +0.5% 66,987 $14.7M
Sabal Trust CO 0.85% Reduce -0.6% 66,932 $14.7M
F/m Investments LLC 0.54% Add +7.8% 66,784 $14.7M
Sheaff Brock Investment Advisors, LLC 1.28% Add +319.1% 66,689 $14.7M
Avanza Fonder AB 0.44% — 66,685 $14.7M
Transcend Capital Advisors, LLC 1.05% Reduce -0.2% 66,405 $14.6M
Stockman Wealth Management, Inc. 2.28% Reduce -9.1% 66,125 $14.5M
Alaska Permanent Fund Corp 0.21% No change 65,755 $14.5M
Richard C. Young & CO., LTD. 1.57% Add +0.6% 65,734 $14.5M
Baker Avenue Asset Management, LP 0.44% Add +70.3% 65,722 $14.4M
Penserra Capital Management LLC 0.26% Add +91.2% 65,628 $14.4M
AMF Tjanstepension AB 0.10% Reduce -53.1% 64,979 $14.3M
Adell Harriman & Carpenter Inc. 0.99% Add +1.7% 64,595 $14.2M
Ibex Wealth Advisors 1.66% New 64,199 $14.1M
Capital Investment Advisors, LLC 0.29% Reduce -2.0% 64,024 $14.1M
Waters Parkerson & Co., LLC 0.74% Reduce -0.5% 63,575 $14.0M
Kentucky Retirement Systems 0.41% Reduce -1.4% 63,300 $13.9M
Radnor Capital Management, LLC 2.32% Reduce -3.9% 63,281 $13.9M
Financial Counselors Inc. 0.20% Reduce -1.6% 63,264 $13.9M
Bokf, NA 0.23% Reduce -0.7% 63,065 $13.9M
MAI Capital Management 0.10% Add +15.3% 62,705 $13.8M
Qube Research & Technologies Ltd 0.02% New 62,678 $13.8M
Sargent Investment Group, LLC 2.24% Add +5.3% 62,993 $13.7M
Curi Capital, LLC 0.32% Add +13.8% 62,183 $13.7M
B. Metzler seel. Sohn & Co. AG 0.14% Add +1.4% 62,008 $13.6M
Metis Global Partners, LLC 0.41% Add +2.5% 61,964 $13.6M
Allworth Financial LP 0.07% Add +45.0% 61,008 $13.6M
Kanawha Capital Management LLC 1.07% Add +0.2% 61,715 $13.6M
Welch & Forbes LLC 0.17% Reduce -1.3% 61,486 $13.5M
Shelton Capital Management 0.34% Reduce -0.2% 61,242 $13.5M
Levin Capital Strategies, L.P. 1.28% Reduce -30.8% 60,961 $13.4M
Independent Advisor Alliance 0.18% Add +10.3% 60,266 $13.2M
Flputnam Investment Management Co. 0.24% Reduce -4.7% 60,255 $13.2M
Strategic Wealth Partners, Ltd. 1.10% Add +35.3% 51,072 $13.2M
Franklin Street Advisors Inc. 0.87% Reduce -10.4% 59,807 $13.1M
HighPoint Advisor Group LLC 0.71% Add +0.8% 51,447 $13.1M
NewSquare Capital LLC 1.04% Reduce -0.6% 60,146 $13.1M
Wedbush Securities Inc. 0.46% Add +9.2% 58,791 $12.9M
Grassi Investment Management 1.10% Reduce -0.3% 58,650 $12.9M
Greenwich Wealth Management LLC 0.91% Reduce -1.0% 58,579 $12.9M
Tower Research Capital LLC (TRC) 0.25% Add +15.6% 57,802 $12.7M
First Financial Bank - Trust Division 1.18% Reduce -0.9% 57,420 $12.6M
Advocate Group LLC 2.37% Reduce -12.9% 57,139 $12.6M
Hartford Investment Management Co. 0.41% Reduce -1.5% 57,128 $12.6M
Principle Wealth Partners LLC 0.88% Reduce -0.4% 57,124 $12.6M
Dearborn Partners LLC 0.52% Add +1.3% 56,677 $12.5M
Vident Advisory, LLC 0.22% Add +44.2% 56,375 $12.4M
Savant Capital, LLC 0.10% Reduce -4.6% 56,333 $12.4M
First National Trust Co 0.46% Reduce -3.4% 56,071 $12.3M
Hartline Investment Corp./ 1.41% Reduce -1.2% 56,014 $12.3M
Beddow Capital Management Inc. 5.24% Reduce -0.1% 55,863 $12.3M
Regions Financial Corp. 0.09% Reduce -1.9% 55,443 $12.2M
D. E. Shaw & Co. 0.01% Reduce -47.4% 55,436 $12.2M
Empowered Funds, LLC 0.18% Reduce -23.4% 55,248 $12.1M
Apollon Wealth Management, LLC 0.28% Add +15.7% 55,119 $12.1M
American Assets Investment Management, LLC 0.98% No change 55,000 $12.1M
Fiduciary Trust Co 0.16% Add +3.1% 54,973 $12.1M
Meridian Wealth Management, LLC 0.57% Reduce -5.2% 54,937 $12.1M
Evercore Wealth Management, LLC 0.18% Add +3.3% 54,783 $12.0M
Orion Porfolio Solutions, LLC 0.12% Add +10.0% 54,663 $12.0M
Orion Portfolio Solutions, LLC 0.12% Add +10.0% 54,663 $12.0M
UMB Bank, n.a. 0.19% Reduce -4.8% 54,364 $12.0M
Biondo Investment Advisors, LLC 1.65% Add +1.2% 54,352 $11.9M
Pinebridge Investments, L.P. 0.09% Reduce -9.7% 54,286 $11.9M
OMERS ADMINISTRATION Corp 0.10% Reduce -6.6% 54,146 $11.9M
Neville Rodie & Shaw Inc. 0.87% Add +6.7% 54,011 $11.9M
UniSuper Management Pty Ltd 0.09% Add +0.8% 53,888 $11.8M
Congress Asset Management Co. 0.08% Reduce -0.2% 53,297 $11.7M
Mediolanum International Funds Ltd 0.15% Add +76.5% 52,624 $11.6M
HRT Financial LP 0.06% New 52,342 $11.5M
Man Group plc 0.04% Add +15.9% 52,273 $11.5M
WealthTrust Axiom LLC 3.41% Reduce -0.9% 51,998 $11.4M
Heritage Investors Management Corp. 0.37% Add +1.4% 51,756 $11.4M
Bell Bank 0.84% Add +8.9% 51,365 $11.3M
Quantinno Capital Management LP 0.11% Add +52.8% 51,152 $11.2M
Banque Pictet & Cie SA 0.11% Reduce -10.4% 51,112 $11.2M
Norinchukin Bank, The 0.24% Add +5.4% 50,896 $11.2M
Hennessy Advisors Inc. 0.33% Reduce -6.5% 50,792 $11.2M
Federation des caisses Desjardins du Quebec 0.06% Reduce -27.4% 50,680 $11.1M
Woodline Partners LP 0.08% Reduce -72.1% 50,662 $11.1M
Westfield Capital Management Co. LP 0.05% Reduce -3.9% 50,643 $11.1M
Rwa Wealth Partners, LLC 0.14% Reduce -4.8% 50,058 $11.0M
Trust Co. of Vermont 0.53% Reduce -2.7% 49,826 $11.0M
Louisiana State Employees Retirement System 0.21% Reduce -4.2% 49,700 $10.9M
Securian Asset Management, Inc. 0.32% Reduce -2.5% 49,695 $10.9M
Tectonic Advisors LLC 0.71% Add +5.8% 49,527 $10.9M
Maryland State Retirement & Pension System 0.23% Reduce -6.5% 49,452 $10.9M
Greenwood Capital Associates LLC 1.41% Reduce -31.4% 49,288 $10.8M
Hodges Capital Management Inc. 0.65% Reduce -3.6% 49,184 $10.8M
Integrated Wealth Concepts LLC 0.13% Add +8.9% 49,076 $10.8M
Bogart Wealth, LLC 0.51% Reduce -25.8% 49,003 $10.8M
Choreo, LLC 0.15% Reduce -3.4% 48,958 $10.8M
Great Lakes Advisors, LLC 0.09% Reduce -12.6% 48,953 $10.8M
RPG Investment Advisory, LLC 1.44% Reduce -20.0% 48,871 $10.7M
First Citizens Bank & Trust Co. 0.19% Reduce -2.4% 48,301 $10.6M
SteelPeak Wealth, LLC 0.44% Add +56.7% 48,295 $10.6M
Lynch & Associates 2.30% Add +0.6% 48,259 $10.6M
Abacus FCF Advisors LLC 1.39% Add +46.3% 48,200 $10.6M
NEOS Investment Management LLC 0.25% Add +12.1% 48,088 $10.6M
Schaper Benz & Wise Investment Counsel Inc. 0.84% Reduce -1.6% 47,836 $10.5M
Strategic Wealth Investment Group, LLC 0.58% Add +0.4% 47,833 $10.5M
Cadence Bank 0.71% Reduce -0.8% 47,822 $10.5M
Guyasuta Investment Advisors Inc. 0.66% Reduce -2.4% 47,815 $10.5M
Cohen Capital Management, Inc. 1.75% No change 47,741 $10.5M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -4.9% 47,651 $10.5M
Concurrent Investment Advisors, LLC 0.28% Add +38.5% 47,643 $10.5M
Premier Fund Managers Ltd 0.37% No change 47,080 $10.4M
Westpac Banking Corp. 0.68% Add +588.2% 46,800 $10.3M
Farmers Trust Co. 1.90% Reduce -3.6% 46,254 $10.2M
Gilman Hill Asset Management, LLC 1.77% Reduce -35.3% 46,145 $10.1M
Schnieders Capital Management LLC 2.02% Reduce -3.0% 46,083 $10.1M
Dakota Wealth Management 0.23% Reduce -34.2% 46,071 $10.1M
Mesirow Financial Investment Management, Inc. 0.20% Add +99.4% 45,452 $10.0M
Greystone Financial Group, LLC 1.73% Add +4.5% 45,227 $9.9M
Cutler Investment Counsel LLC 1.24% Reduce -2.2% 45,209 $9.9M
Wells Trecaso Financial Group, LLC 3.24% Add +1.0% 45,133 $9.9M
Alpha Omega Wealth Management LLC 1.86% Reduce -2.1% 44,544 $9.8M
PFG Investments, LLC 0.61% Add +1.1% 45,442 $9.8M
Brown Brothers Harriman & Co. 0.07% Reduce -2.9% 44,188 $9.7M
Alerus Financial NA 0.74% Reduce -0.4% 44,127 $9.7M
New Mexico Educational Retirement Board 0.32% Reduce -2.2% 43,947 $9.7M
Winslow Asset Management Inc. 1.92% Add +1.8% 43,935 $9.7M
Cardinal Capital Management 1.51% Reduce -0.1% 43,926 $9.7M
WealthPlan Investment Management, LLC 0.95% Reduce -4.9% 43,831 $9.6M
Capital International, Inc. 0.11% New 43,055 $9.5M
Canada Post Corp Registered Pension Plan 0.56% — 43,053 $9.5M
Nicholas Company, Inc. 0.15% Reduce -6.9% 42,980 $9.4M
Equitable Holdings, Inc. 0.09% Add +8.0% 42,907 $9.4M
NBT Bank, N.A. 0.66% Reduce -0.8% 42,821 $9.4M
Van Den Berg Management I, Inc. 2.71% Reduce -0.0% 42,791 $9.4M
United Capital Financial Advisors, LLC 0.08% Reduce -4.3% 42,149 $9.3M
Clearstead Advisors, LLC 0.14% Add +0.6% 42,120 $9.3M
Avantax Planning Partners, Inc. 0.33% Reduce -0.7% 41,960 $9.2M
Waverly Advisors, LLC 0.14% Add +15.8% 41,900 $9.2M
Dorsey & Whitney Trust CO LLC 0.51% Add +0.1% 41,675 $9.2M
Allen Mooney & Barnes Investment Advisors LLC 1.54% Reduce -2.6% 41,625 $9.2M
Cornerstone Wealth Management, LLC 0.61% Reduce -0.5% 41,378 $9.1M
Addenda Capital Inc. 0.32% Reduce -0.3% 41,360 $9.1M
ARS Wealth Advisors Group, LLC 1.25% Reduce -1.7% 41,282 $9.1M
EP Wealth Advisors, LLC 0.07% Add +17.3% 41,134 $9.0M
Jefferies Financial Group Inc. 0.10% Add +53.4% 40,798 $9.0M
Coldstream Capital Management Inc. 0.19% Add +2.6% 40,757 $9.0M
M&G PLC 0.06% Reduce -5.5% 40,674 $8.9M
Assetmark, Inc. 0.02% Add +5.7% 40,688 $8.9M
Marathon Capital Management 2.25% Reduce -2.1% 40,635 $8.9M
Nia Impact Advisors, LLC 2.90% Reduce -2.2% 40,626 $8.9M
Advisors Management Group Inc. 2.10% Reduce -0.6% 40,437 $8.9M
Clifford Swan Investment Counsel LLC 0.32% Reduce -4.9% 40,432 $8.9M
Bedell Frazier Investment Counselling, LLC 2.19% Reduce -2.8% 40,234 $8.8M
Beacon Harbor Wealth Advisors, Inc. 2.05% Add +0.8% 40,122 $8.8M
Fidelity D & D Bancorp Inc. 5.84% Reduce -0.2% 39,922 $8.8M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.03% Reduce -4.8% 39,746 $8.7M
Snowden Capital Advisors LLC 0.27% Reduce -26.2% 39,701 $8.7M
Cherry Creek Investment Advisors, Inc. 4.27% Reduce -1.2% 39,520 $8.7M
Laird Norton Wetherby Trust Company, LLC 1.19% No change 39,500 $8.7M
Johnson Investment Counsel Inc. 0.08% Reduce -0.7% 39,301 $8.6M
Morgan Dempsey Capital Management LLC 3.45% Reduce -29.2% 38,967 $8.6M
Columbia Asset Management 1.64% Reduce -5.7% 38,962 $8.6M
Portland Global Advisors LLC 1.08% Reduce -1.0% 38,761 $8.5M
Mutual Advisors, LLC 0.25% Add +0.9% 38,184 $8.5M
Courier Capital LLC 0.59% Reduce -21.8% 38,675 $8.5M
Shelter Mutual Insurance Co 2.11% No change 38,491 $8.5M
Whittier Trust Co. 0.11% Reduce -1.9% 38,341 $8.4M
SFE Investment Counsel 1.78% Reduce -1.0% 38,143 $8.4M
Carnegie Investment Counsel 0.24% Add +4.6% 38,126 $8.4M
Foundations Investment Advisors, LLC 0.16% Add +25.8% 38,116 $8.4M
Montgomery Investment Management Inc. 3.29% Reduce -0.4% 38,006 $8.4M
Ostrum Asset Management 0.72% Reduce -23.8% 37,695 $8.3M
Channing Capital Management, LLC 0.22% Reduce -10.1% 37,421 $8.2M
L2 Asset Management, LLC 1.79% Add +7.2% 37,406 $8.2M
Foster & Motley Inc. 0.53% Reduce -3.0% 37,315 $8.2M
Dynamic Advisor Solutions LLC 0.35% Reduce -0.3% 37,165 $8.2M
Rathbones Group PLC 0.04% Add +3.3% 37,005 $8.1M
Cannell & Spears LLC 0.17% Reduce -1.7% 36,563 $8.0M
Sit Investment Associates Inc. 0.18% Reduce -5.2% 36,457 $8.0M
Anderson Hoagland & Co. 0.82% Add +98.9% 35,640 $8.0M
Edmond DE Rothschild Holding S.A. 0.14% Reduce -15.3% 36,329 $8.0M
Ameritas Investment Partners, Inc. 0.26% Reduce -2.2% 36,311 $8.0M
Sigma Planning Corp 0.25% Add +5.8% 36,103 $7.9M
Romano Brothers and Company 1.00% Reduce -1.4% 36,096 $7.9M
Goelzer Investment Management, Inc. 0.46% Reduce -1.8% 35,895 $7.9M
InvesTrust 2.18% — 35,691 $7.9M
Lathrop Investment Management Co. 1.49% Reduce -2.5% 35,675 $7.8M
New Age Alpha Advisors, LLC 0.32% New 35,603 $7.8M
Wolverine Trading, LLC 0.18% Add +512.9% 35,516 $7.8M
Community Bank & Trust, Waco, Texas 1.78% Add +0.8% 35,557 $7.8M
Berger Financial Group, Inc 0.54% Add +0.7% 35,336 $7.8M
Prime Capital Investment Advisors, LLC 0.11% Reduce -2.1% 35,277 $7.8M
Van Eck Associates Corp. 0.01% Reduce -82.4% 35,217 $7.7M
DORCHESTER WEALTH MANAGEMENT Co 1.53% Reduce -25.5% 34,858 $7.7M
Clearbridge Investments, LLC 0.01% Reduce -14.7% 34,787 $7.6M
American Trust Investment Advisors, LLC 3.13% Add +2.7% 34,756 $7.6M
BNP Paribas 0.11% Reduce -5.7% 6,116 $7.6M
Strategic Planning Group, LLC 1.39% Add +1.7% 34,352 $7.6M
Essex Financial Services, Inc. 0.53% Reduce -4.5% 34,179 $7.5M
Dodge & Cox 0.00% Reduce -0.4% 34,120 $7.5M
Caisse Des Depots Et Consignations 0.37% — 34,085 $7.5M
XML Financial, LLC 0.69% Reduce -1.1% 34,053 $7.5M
Financial & Tax Architects, LLC 1.89% Reduce -3.9% 33,763 $7.4M
Lifeworks Advisors, LLC 1.32% Add +10.2% 33,326 $7.3M
Maytus Capital Management, LLC 2.54% New 33,000 $7.3M
Forvis Mazars Wealth Advisors, LLC 0.17% Reduce -2.4% 32,910 $7.2M
Generali Investments CEE, investicni spolecnost, a.s. 0.74% — 32,820 $7.2M
Intact Investment Management Inc. 0.25% Reduce -29.8% 32,700 $7.2M
CMT Capital Markets Trading GmbH 4.25% Add +357.1% 32,500 $7.1M
Meritage Portfolio Management 0.44% Reduce -13.3% 32,276 $7.1M
Sound View Wealth Advisors Group, LLC 0.56% Add +3.4% 31,849 $7.0M
Sowell Financial Services LLC 0.37% Add +2.1% 31,726 $7.0M
Eastern Bank 0.13% Add +40.5% 31,544 $6.9M
Canandaigua National Bank & Trust Co. 0.69% Reduce -0.8% 31,542 $6.9M
Ar Asset Management Inc. 1.58% No change 31,452 $6.9M
Bleakley Financial Group, LLC 0.21% Add +0.3% 31,446 $6.9M
L & S Advisors Inc 0.85% Reduce -26.6% 31,440 $6.9M
Byrne Financial Freedom, LLC 3.07% — 31,342 $6.9M
KMG Fiduciary Partners, LLC 0.57% Reduce -0.4% 31,228 $6.9M
Rodgers Brothers Inc. 0.89% Reduce -1.7% 31,198 $6.9M
Cohen Klingenstein LLC 0.23% Reduce -7.6% 31,167 $6.9M
Kwmg, LLC 0.70% Reduce -6.3% 30,982 $6.8M
Toth Financial Advisory Corp. 0.80% Reduce -3.6% 30,867 $6.8M
Birmingham Capital Management Co. Inc. 2.51% Reduce -11.3% 30,858 $6.8M
Empirical Finance, LLC 0.39% Reduce -1.2% 30,854 $6.8M
Kentucky Retirement Systems Insurance Trust Fund 1.17% Add +32.5% 36,146 $6.8M
Hall Laurie J Trustee 2.22% Add +0.2% 30,829 $6.8M
Moloney Securities Asset Management, LLC 0.91% Reduce -4.6% 30,684 $6.7M
Fulton Bank, N.A. 0.26% Reduce -13.8% 30,677 $6.7M
1ST Source Bank 0.39% Reduce -1.9% 30,660 $6.7M
Triglav Investments, D.O.O. 0.53% — 30,500 $6.7M
Searle & Co. 1.92% Reduce -2.4% 30,193 $6.6M
Aptus Capital Advisors, LLC 0.08% Add +100.9% 30,149 $6.6M
Farmers & Merchants Investments Inc. 0.21% Reduce -0.9% 30,108 $6.6M
Hudson Edge Investment Partners Inc. 1.22% Reduce -5.8% 30,098 $6.6M
LaFleur & Godfrey LLC 0.90% Reduce -5.4% 29,789 $6.5M
Capital Planning Advisors, LLC 1.01% Add +3.5% 29,693 $6.5M
Calydon Capital 1.28% Reduce -3.3% 29,649 $6.5M
Oddo BHF Asset Management Sas 0.33% Add +21.4% 29,618 $6.5M
Shilanski & Associates, Inc. 2.09% Reduce -1.2% 29,611 $6.5M
Focus Partners Advisor Solutions, LLC 0.11% Add +49.2% 29,607 $6.5M
Bonness Enterprises Inc. 2.28% No change 29,564 $6.5M
Parallel Advisors, LLC 0.15% Reduce -0.0% 29,529 $6.5M
Holderness Investments Co. 1.43% Add +2.9% 29,457 $6.5M
Northwestern Mutual Investment Management Company, LLC 0.14% Add +0.6% 29,359 $6.5M
Capstone Investment Advisors, LLC 0.08% Add +711.5% 29,272 $6.4M
Level Four Advisory Services, LLC 0.26% Reduce -3.1% 29,028 $6.4M
RFG Advisory, LLC 0.18% Add +3.8% 28,950 $6.4M
Van Strum & Towne Inc. 2.24% Add +7.9% 28,946 $6.4M
Capital Investment Counsel, LLC 1.06% Add +5.6% 28,917 $6.4M
Factory Mutual Insurance Co. 0.07% No change 28,800 $6.3M
Aspen Grove Capital, LLC 1.34% Add +0.2% 28,798 $6.3M
Lombard Odier Asset Management (Switzerland) SA 0.47% Add +11.0% 28,599 $6.3M
Royal Fund Management, LLC 0.68% Reduce -53.3% 28,102 $6.3M
SGL Investment Advisors, Inc. 3.21% Add +12.7% 24,457 $6.3M
Tocqueville Asset Management L.P. 0.10% Reduce -0.8% 28,403 $6.2M
Kingsview Wealth Management, LLC 0.12% Add +13.2% 28,278 $6.2M
Kera Capital Partners, Inc. 1.78% — 28,180 $6.2M
Cary Street Partners Financial LLC 0.20% — 28,152 $6.2M
Prosperity Consulting Group, LLC 0.47% Reduce -0.5% 28,115 $6.2M
Foresight Capital Management Advisors, Inc. 3.62% Add +0.6% 28,077 $6.2M
Whittier Trust Co. of Nevada Inc. 0.15% Reduce -0.5% 27,904 $6.1M
IMC-Chicago, LLC 0.17% New 27,778 $6.1M
Tufton Capital Management 1.15% Reduce -0.9% 27,741 $6.1M
FLC Capital Advisors 1.40% Reduce -0.6% 27,740 $6.1M
Horizon Investments, LLC 0.17% Add +2.1% 27,848 $6.1M
Wealthspire Advisors, LLC 0.06% Add +4.7% 27,583 $6.1M
Allstate Corp. 0.18% New 27,383 $6.0M
Empire Financial Management Company, LLC 1.88% Reduce -9.1% 27,348 $6.0M
Hamilton Point Investment Advisors, LLC 1.08% Add +2.2% 27,318 $6.0M
Jacobi Capital Management LLC 0.45% Reduce -0.6% 27,286 $6.0M
Hayek Kallen Investment Management 2.18% Reduce -1.2% 27,245 $6.0M
Gabelli Funds LLC 0.05% Reduce -9.9% 27,195 $6.0M
Edge Capital Group, LLC 0.27% Reduce -0.4% 27,124 $6.0M
Mendel Money Management 2.66% Reduce -6.8% 27,112 $6.0M
Iowa State Bank 1.24% Reduce -2.1% 27,095 $6.0M
E Fund Management Co., Ltd. 0.30% Add +48.6% 26,870 $5.9M
RIA Advisory Group LLC 2.00% Add +4.7% 26,712 $5.9M
Ironwood Investment Counsel, LLC 1.00% Add +0.6% 26,555 $5.8M
Patton Albertson Miller Group, LLC 0.78% Add +0.8% 26,551 $5.8M
WINTON GROUP Ltd 0.39% Add +0.4% 26,491 $5.8M
Tokio Marine Asset Management Co. Ltd. 0.21% Add +5.1% 26,480 $5.8M
Jacobs Levy Equity Management, Inc. 0.02% New 26,472 $5.8M
SouthState Bank Corp 0.38% Reduce -1.3% 26,452 $5.8M
Trajan Wealth LLC 0.32% Reduce -3.6% 26,434 $5.8M
Mgo One Seven LLC 0.22% Add +5.3% 26,344 $5.8M
Gladstone Institutional Advisory LLC 0.27% Reduce -0.8% 26,211 $5.8M
Resources Management Corp. /CT/ 0.78% Reduce -1.9% 26,121 $5.7M
Hantz Financial Services, Inc. 0.10% Add +0.9% 25,842 $5.7M
Hanson & Doremus Investment Management 0.89% Add +6.7% 25,840 $5.7M
Longbow Finance SA 0.62% Add +5.0% 25,785 $5.7M
CoreCap Advisors, LLC 0.26% Add +37.0% 25,697 $5.6M
CreativeOne Wealth, LLC 0.17% Add +3.8% 25,689 $5.6M
OneDigital Investment Advisors LLC 0.07% Reduce -1.3% 25,685 $5.6M
Hennion & Walsh Asset Management, Inc. 0.26% Reduce -8.0% 25,653 $5.6M
Bartlett & Co. Wealth Management LLC 0.08% Reduce -1.1% 25,316 $5.6M
Kinloch Capital, LLC 2.79% Reduce -0.1% 25,295 $5.6M
Global Retirement Partners, LLC 0.16% Reduce -0.5% 25,239 $5.5M
Compound Planning, Inc. 0.28% Add +8.3% 25,235 $5.5M
Jackson Hole Capital Partners, LLC 1.11% Reduce -0.1% 25,079 $5.5M
SS&H Financial Advisors, Inc. 2.01% Reduce -0.3% 25,065 $5.5M
CENTRAL TRUST Co 0.13% Add +4.2% 25,037 $5.5M
Vectors Research Management, LLC 1.87% Reduce -5.4% 25,014 $5.5M
Garland Capital Management Inc. 4.51% Reduce -2.9% 25,011 $5.5M
Weiss Asset Management LP 0.17% New 24,961 $5.5M
CPC Advisors, LLC 0.75% Add +3.2% 24,913 $5.5M
Hilton Capital Management, LLC 0.47% New 24,897 $5.5M
Kintegral Advisory, LLC 0.51% Reduce -4.5% 24,583 $5.4M
Hilltop Holdings Inc. 0.34% Reduce -9.5% 24,502 $5.4M
Stock Yards Bank & Trust Co. 0.18% Add +2.6% 24,478 $5.4M
Wellington Shields & Co., LLC 1.63% Reduce -3.5% 24,186 $5.3M
Altrius Capital Management Inc 1.43% Reduce -3.3% 24,150 $5.3M
Silverlake Wealth Management LLC 2.05% Reduce -2.0% 24,128 $5.3M
First Nebraska Trust Co 0.51% Reduce -0.7% 24,126 $5.3M
King Luther Capital Management Corp. 0.02% Reduce -3.9% 24,053 $5.3M
Sterling Capital Management LLC 0.07% Reduce -14.5% 24,007 $5.3M
Bremer Bank National Association 1.04% Reduce -5.3% 23,997 $5.3M
Claret Asset Management Corp 0.83% Reduce -0.9% 23,915 $5.3M
Members Trust Co 0.18% Reduce -1.2% 23,778 $5.2M
Sagespring Wealth Partners, LLC 0.14% — 23,771 $5.2M
Argyle Capital Management, LLC 2.06% Add +0.8% 23,740 $5.2M
Caprock Group, LLC 0.17% Add +2.3% 23,738 $5.2M
Segall Bryant & Hamill, LLC 0.07% No change 23,691 $5.2M
Summit Financial Wealth Advisors, LLC 1.02% Reduce -2.4% 19,951 $5.2M
Windward Capital Management Co. 0.40% Reduce -1.1% 23,645 $5.2M
Financial Sense Advisors, Inc. 1.74% Reduce -1.4% 23,563 $5.2M
Hourglass Capital, LLC 1.43% Reduce -21.9% 23,510 $5.2M
Kavar Capital Partners Group, LLC 0.87% Reduce -2.2% 23,453 $5.2M
Summit Financial, LLC 0.18% Add +67.1% 23,394 $5.1M
Leonteq Securities AG 0.50% Add +50.9% 23,335 $5.1M
Pine Valley Investments Ltd Liability Co 0.34% Add +9.0% 23,305 $5.1M
IFP Advisors, Inc 0.17% Add +7.7% 23,254 $5.1M
Wahed Invest LLC 0.85% New 23,221 $5.1M
Signaturefd, LLC 0.10% Add +18.1% 23,050 $5.1M
Allen Capital Group, LLC 0.62% Add +3.5% 23,017 $5.1M
Cunning Capital Partners, LP 3.03% No change 22,975 $5.1M
Crestwood Advisors Group, LLC 0.09% Add +3.4% 22,865 $5.0M
Staley Capital Advisers Inc. 0.22% Reduce -1.3% 22,807 $5.0M
J.P. Marvel Investment Advisors, LLC 0.82% Reduce -1.1% 22,715 $5.0M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Add +33.8% 20,578 $5.0M
Regal Investment Advisors LLC 0.38% Add +2.2% 22,693 $5.0M
Farmers National Bank 1.45% — 22,678 $5.0M
New England Asset Management Inc. 0.89% Reduce -31.7% 22,655 $5.0M
Elevatus Welath Management 1.70% Reduce -30.9% 22,584 $5.0M
Money Concepts Capital Corp. 0.37% Add +0.2% 22,517 $4.9M
BLB&B Advisors, LLC 0.25% Reduce -6.4% 22,408 $4.9M
WealthPLAN Partners, LLC 0.70% Reduce -5.8% 22,311 $4.9M
Philip James Wealth Mangement, LLC 0.66% Reduce -3.6% 22,304 $4.9M
Perigon Wealth Management, LLC 0.12% Add +5.8% 21,960 $4.9M
Viking Fund Management LLC 0.76% No change 22,200 $4.9M
Stonebridge Capital Advisors LLC 0.39% Reduce -1.9% 22,123 $4.9M
Profund Advisors LLC 0.18% Reduce -10.4% 22,070 $4.9M
Siemens Fonds Invest GmbH 0.51% Add +3.1% 21,998 $4.8M
Washington Trust Advisors, Inc. 0.41% Reduce -1.4% 22,038 $4.8M
Elevation Point Wealth Partners, LLC 0.39% Add +5.9% 22,033 $4.8M
Baader Bank Aktiengesellschaft 0.44% Reduce -1.5% 22,000 $4.8M
SevenBridge Financial Group, LLC 0.91% Add +7.5% 18,881 $4.8M
CW Advisors, LLC 0.07% Add +10.1% 21,730 $4.8M
Rothschild Investment LLC 0.31% Add +1.1% 21,662 $4.8M
Clean Yield Group 1.51% Add +3.0% 21,563 $4.7M
Next Level Private LLC 1.91% Add +0.2% 21,562 $4.7M
Moneta Group Investment Advisors LLC 0.07% Add +20.7% 21,556 $4.7M
Convergence Investment Partners, LLC 1.06% Reduce -34.3% 21,551 $4.7M
Te Ahumairangi Investment Management Ltd 0.99% Reduce -35.4% 21,537 $4.7M
Pathway Financial Advisers, LLC 1.58% New 21,409 $4.7M
Summit Securities Group LLC 1.76% Add +1428.6% 21,400 $4.7M
Valley Wealth Managers, Inc. 0.35% Reduce -7.0% 21,346 $4.7M
Modera Wealth Management, LLC 0.06% Reduce -5.1% 21,262 $4.7M
United Services Automobile Association 0.15% No change 21,163 $4.7M
Brighton Jones LLC 0.13% Add +12.4% 21,011 $4.6M
Blue Trust, Inc. 0.06% Add +14.6% 20,962 $4.6M
Stonebridge Capital Management Inc. 1.88% Reduce -1.6% 20,916 $4.6M
Busey Bank 0.15% Reduce -1.2% 20,877 $4.6M
Old Port Advisors 1.32% Add +2.8% 20,868 $4.6M
Merit Financial Group, LLC 0.08% Add +20.5% 20,825 $4.6M
NorthRock Partners, LLC 0.15% Add +6.3% 20,785 $4.6M
Greenleaf Trust 0.04% Add +5.7% 20,601 $4.5M
Herold Advisors, Inc. 0.99% Reduce -0.7% 20,576 $4.5M
Atala Financial Inc 3.17% — 20,547 $4.5M
Socha Financial Group, LLC 2.11% Add +0.2% 20,468 $4.5M
Chesley Taft & Associates LLC 0.21% Add +12.9% 20,453 $4.5M
Nations Financial Group Inc, /Ia/ 0.33% Add +4.2% 20,438 $4.5M
Richard Bernstein Advisors LLC 0.10% No change 20,409 $4.5M
Bontempo Ohly Capital Mgmt LLC 2.16% Reduce -1.9% 20,148 $4.4M
Ballentine Partners, LLC 0.08% Add +5.7% 20,127 $4.4M
Signature Wealth Management Group 1.78% Reduce -4.4% 20,125 $4.4M
Generali Powszechne Towarzystwo Emerytalne 1.48% No change 20,118 $4.4M
Park Avenue Securities LLC 0.05% Add +14.5% 20,024 $4.4M
Northcape Wealth Management, LLC 1.42% Reduce -5.5% 20,011 $4.4M
NJ State Employees Deferred Compensation Plan 0.53% No change 20,000 $4.4M
Chicago Partners Investment Group LLC 0.15% Add +25.6% 19,699 $4.4M
Charter Research & Investment Group, Inc. 3.33% Reduce -0.8% 19,859 $4.4M
J. W. Coons Advisors, LLC 1.12% Add +1.0% 19,808 $4.4M
Fayez Sarofim & Co 0.01% No change 19,493 $4.3M
Westmount Partners, LLC 1.30% Reduce -0.2% 19,415 $4.3M
Redwood Wealth Management Group, LLC 2.06% Reduce -0.9% 19,291 $4.2M
Leavell Investment Management, Inc. 0.21% Add +3.6% 19,158 $4.2M
NovaPoint Capital, LLC 1.28% Reduce -27.7% 19,156 $4.2M
GAMCO Investors 0.04% Reduce -2.6% 19,082 $4.2M
Axxcess Wealth Management, LLC 0.10% Add +7.4% 18,981 $4.2M
Cypress Capital Group 0.51% Reduce -2.1% 18,959 $4.2M
Moran Wealth Management, LLC 0.13% Add +2.7% 18,951 $4.2M
Catherine Avery Investment Management LLC 3.67% — 18,936 $4.2M
J.W. Cole Advisors, Inc. 0.17% Reduce -0.6% 18,922 $4.2M
Venture Visionary Partners LLC 0.18% Add +9.1% 18,869 $4.1M
Ingalls & Snyder LLC 0.16% Add +1.1% 18,853 $4.1M
Smithfield Trust Co 0.21% Reduce -0.5% 18,829 $4.1M
Verdence Capital Advisors LLC 0.33% Reduce -1.8% 18,759 $4.1M
McDonald Partners LLC 1.05% Add +1.8% 18,726 $4.1M
Carret Asset Management, LLC 0.45% Reduce -3.6% 18,696 $4.1M
Haverford Trust Co 0.04% Add +2.9% 18,659 $4.1M
Burney Co./ 0.14% Add +1.8% 18,640 $4.1M
Wealthcare Advisory Partners LLC 0.11% Add +0.3% 18,608 $4.1M
AIMZ Investment Advisors, LLC 1.42% Reduce -1.1% 18,584 $4.1M
Frank, Rimerman Advisors LLC 0.30% Add +0.1% 18,536 $4.1M
Atlas Wealth LLC 2.14% No change 18,535 $4.1M
Perkins Coie Trust Co 0.90% Reduce -5.5% 18,528 $4.1M
AXS Investments LLC 1.14% Reduce -0.3% 18,484 $4.1M
Montag A & Associates Inc. 0.19% Add +0.5% 18,464 $4.1M
Wellington Shields Capital Management, LLC 0.72% Add +1802.8% 346,664 $4.0M
Exchange Traded Concepts, LLC 0.08% Reduce -72.0% 18,409 $4.0M
NTV Asset Management LLC 0.53% Reduce -2.1% 18,383 $4.0M
Capital Investment Advisory Services, LLC 0.39% Reduce -1.9% 18,321 $4.0M
Fisher Asset Management 0.00% Add +18.6% 18,292 $4.0M
SPC Financial, Inc. 0.35% Add +6.7% 18,264 $4.0M
Douglass Winthrop Advisors, LLC 0.08% Add +2.3% 18,263 $4.0M
Farther Finance Advisors, LLC 0.14% Add +10.1% 18,228 $4.0M
Paragon Capital Management LLC 2.14% Reduce -1.2% 18,125 $4.0M
Zhang Financial LLC 0.23% Add +3.9% 18,077 $4.0M
C2C Wealth Management, LLC 3.67% No change 18,029 $4.0M
Pettee Investors, Inc. 2.01% Add +0.8% 17,987 $4.0M
Arkadios Wealth Advisors 0.22% Reduce -4.0% 17,986 $4.0M
Vise Technologies, Inc. 0.33% Add +23.3% 17,898 $3.9M
Mystic Asset Management, Inc. 1.05% Add +142.9% 17,857 $3.9M
AIA Group Ltd 0.09% Reduce -0.1% 17,850 $3.9M
Alkeme Wealth, LLC 1.79% Reduce -0.7% 17,831 $3.9M
Diversified Trust Co. 0.10% Add +11.4% 17,722 $3.9M
Citadel Investment Advisory, Inc. 2.02% Add +0.5% 17,716 $3.9M
EagleClaw Capital Managment, LLC 0.62% Add +3.3% 17,697 $3.9M
Providence Capital Advisors, LLC 0.79% Add +2.1% 17,646 $3.9M
TD Private Client Wealth LLC 0.11% Reduce -1.6% 17,646 $3.9M
Ofi Invest Asset Management 0.09% — 18,231 $3.9M
AMG National Trust Bank 0.11% Reduce -0.8% 17,594 $3.9M
Principal Securities, Inc. 0.09% Add +12.4% 17,573 $3.9M
Agf Management Ltd. 0.02% Add +1.8% 17,561 $3.9M
Fairvoy Private Wealth, LLC 1.03% — 17,560 $3.9M
Meeder Advisory Services, Inc. 0.24% Add +10.5% 17,514 $3.8M
Laird Norton Wetherby Wealth Management, LLC 0.18% Reduce -3.9% 17,369 $3.8M
World Investment Advisors 0.10% Add +37.6% 17,333 $3.8M
N.E.W. Advisory Services LLC 0.36% Reduce -0.7% 17,309 $3.8M
HBK Sorce Advisory LLC 0.11% Reduce -0.5% 17,284 $3.8M
Kingswood Wealth Advisors, LLC 0.28% Add +11.2% 17,235 $3.8M
Mengis Capital Management, Inc. 0.78% Reduce -17.5% 17,183 $3.8M
Woodley Farra Manion Portfolio Management Inc. 0.19% Add +3.7% 17,118 $3.8M
Ieq Capital, LLC 0.04% Reduce -59.0% 17,088 $3.8M
Inspire Trust Co, N.A. 0.96% Add +2.9% 17,000 $3.7M
Independent Financial Group, LLC 0.12% Add +0.6% 16,990 $3.7M
Joel Isaacson & Co., LLC 0.17% Add +2.4% 16,984 $3.7M
Asset Dedication, LLC 0.29% Reduce -32.7% 16,977 $3.7M
Stolper Co 1.24% Reduce -0.1% 16,958 $3.7M
First Dallas Securities Inc. 1.51% Reduce -12.0% 16,898 $3.7M
Jaffetilchin Investment Partners, LLC 0.27% Add +1.7% 16,892 $3.7M
S&co Inc. 0.25% No change 16,888 $3.7M
Leo Wealth, LLC 0.33% Reduce -13.7% 16,876 $3.7M
Atlas Capital Advisors Inc. 0.47% Reduce -0.9% 16,826 $3.7M
Vaughan Nelson Investment Management, L.P. 0.03% No change 16,800 $3.7M
Shell Asset Management Co. 0.16% Reduce -13.9% 16,747 $3.7M
Point Windward Advisors Inc. 1.38% Reduce -1.0% 16,731 $3.7M
Sky Investment Group LLC 0.69% Reduce -0.1% 16,709 $3.7M
Pinnacle Wealth Management Advisory Group, LLC 0.34% Reduce -6.4% 16,698 $3.7M
Bangor Savings Bank 0.34% Reduce -1.0% 16,686 $3.7M
Trust Co. of Toledo NA 0.48% Reduce -0.7% 16,578 $3.6M
Naples Global Advisors, LLC 0.34% Add +0.9% 16,576 $3.6M
American Investment Services, Inc. 0.64% Reduce -22.5% 16,524 $3.6M
Plimoth Trust Co. LLC 0.93% Reduce -1.8% 16,482 $3.6M
Field & Main Bank 1.27% No change 16,469 $3.6M
Castle Rock Wealth Management, LLC 0.86% Add +6.5% 13,775 $3.6M
Spinnaker Trust 0.23% Reduce -0.7% 16,352 $3.6M
Commonwealth Retirement Investments LLC 1.48% Add +2.9% 16,317 $3.6M
St. Clair Advisors, LLC 1.03% No change 16,301 $3.6M
Brookstone Capital Management 0.05% Reduce -1.6% 16,289 $3.6M
Uniplan Investment Counsel, Inc. 0.34% Add +2.5% 16,278 $3.6M
Ashton Thomas Private Wealth, LLC 0.14% Add +82.0% 16,178 $3.6M
V-Square Quantitative Management LLC 0.50% Add +1.1% 16,101 $3.5M
Game Creek Capital, LP 1.93% Reduce -12.1% 16,050 $3.5M
Ledyard National Bank 0.33% Add +12.1% 16,032 $3.5M
180 Wealth Advisors, LLC 0.55% Reduce -3.5% 16,002 $3.5M
IHT Wealth Management, LLC 0.11% Reduce -19.4% 15,992 $3.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.10% Add +0.4% 15,988 $3.5M
Larson Financial Group LLC 0.18% Add +8.2% 15,986 $3.5M
Eagle Rock Investment Company, LLC 0.58% No change 15,939 $3.5M
Associated Banc-Corp 0.11% Reduce -12.6% 15,924 $3.5M
United Capital Management of KS, Inc. 0.64% Reduce -1.9% 15,902 $3.5M
Mission Wealth Management, LP 0.08% Reduce -28.3% 15,869 $3.5M
Concourse Financial Group Securities, Inc. 0.20% Reduce -4.1% 15,525 $3.5M
First Hawaiian Bank 0.11% Add +6.7% 15,722 $3.5M
CWA Asset Management Group, LLC 0.17% Reduce -29.6% 15,604 $3.4M
Verity Asset Management, Inc. 1.93% Reduce -55.0% 15,741 $3.4M
Diversify Wealth Management, LLC 0.27% Add +5.3% 15,577 $3.4M
Pittenger & Anderson Inc. 0.12% Add +0.3% 15,485 $3.4M
Citizens Financial Group Inc. 0.07% Add +4.4% 15,461 $3.4M
Bill Few Associates, Inc. 1.19% Add +0.5% 15,450 $3.4M
North Star Investment Management Corp. 0.24% Add +0.0% 15,449 $3.4M
Alliance Wealth Advisors, LLC 0.88% Add +1.9% 15,427 $3.4M
Sage Capital Management, LLC 1.71% Reduce -14.6% 15,402 $3.4M
Birinyi Associates Inc. 0.92% Add +0.2% 15,238 $3.3M
JPL Wealth Management, LLC 0.96% — 15,215 $3.3M
Insight Inv LLC 2.33% Add +7.9% 15,213 $3.3M
Confluence Wealth Services, Inc. 0.22% Reduce -1.7% 14,744 $3.3M
Essential Planning, LLC. 0.02% New 14,950 $3.3M
Towne Trust Company, N.A 1.17% Reduce -6.6% 15,145 $3.3M
Kovack Advisors, Inc. 0.33% Reduce -0.5% 15,106 $3.3M
Fca Corp. 1.04% Add +0.3% 15,084 $3.3M
Abundance Wealth Counselors 0.72% Reduce -2.9% 15,026 $3.3M
ZWJ Investment Counsel Inc. 0.14% Reduce -1.0% 15,003 $3.3M
Allen Investment Management, LLC 0.04% No change 15,000 $3.3M
SkyOak Wealth, LLC 0.70% Add +9.0% 14,976 $3.3M
Modern Wealth Management, LLC 0.12% Add +55.5% 14,837 $3.3M
GAMMA Investing LLC 0.28% Add +9.4% 14,832 $3.3M
Ascent Group, LLC 0.24% Add +13.2% 14,808 $3.3M
Widmann Financial Services, Inc. 2.52% Reduce -0.9% 14,796 $3.3M
Verition Fund Management LLC 0.02% Add +130.1% 14,782 $3.2M
Carson Advisory Inc. 2.26% Add +1.7% 14,765 $3.2M
Ipswich Investment Management Co., Inc. 0.78% Reduce -5.1% 14,752 $3.2M
Core Alternative Capital 0.68% Reduce -9.5% 14,695 $3.2M
Great Valley Advisor Group, Inc. 0.07% Add +0.1% 14,661 $3.2M
KKM Financial LLC 1.34% Add +4.9% 14,659 $3.2M
Csenge Advisory Group 0.17% Add +17.3% 14,657 $3.2M
Cacti Asset Management LLC 0.24% Reduce -6.4% 14,600 $3.2M
White Pine Capital LLC 1.08% Reduce -0.0% 14,626 $3.2M
Investment House LLC 0.17% Reduce -0.7% 14,575 $3.2M
Klingenstein Fields & Co. LP 0.13% Reduce -1.4% 14,548 $3.2M
Proquility Private Wealth Partners, LLC 1.03% Add +4.3% 14,546 $3.2M
Stonegate Investment Group, LLC 0.09% Add +8.9% 14,518 $3.2M
Plato Investment Management Ltd 0.23% Add +3.9% 14,461 $3.2M
Sierra Summit Advisors LLC 0.64% Add +29.9% 14,454 $3.2M
MADDEN SECURITIES Corp 1.27% Add +0.2% 14,410 $3.2M
Arete Wealth Advisors, LLC 0.23% Add +9.5% 14,373 $3.2M
Webster Bank, N. A. 0.34% Add +0.1% 14,366 $3.2M
Round Rock Advisors LLC 0.65% Add +5.2% 14,333 $3.2M
Lowe Brockenbrough & Co. Inc. 0.20% Reduce -0.2% 14,313 $3.1M
Cornerstone Advisors, LLC 0.13% No change 14,300 $3.1M
Cassaday & Co Wealth Management LLC 0.09% Add +9.3% 14,296 $3.1M
Park National Corp. 0.12% Reduce -0.9% 14,278 $3.1M
Capital Analysts, LLC 0.13% Reduce -1.3% 14,272 $3.1M
Slagle Financial, LLC 1.41% Add +6.6% 14,235 $3.1M
Keel Point, LLC 0.25% Add +4.3% 14,225 $3.1M
Arvest Bank Trust Division 0.19% Reduce -3.5% 14,203 $3.1M
PARK CIRCLE Co 2.84% No change 14,200 $3.1M
Lakeridge Wealth Management LLC 1.61% Add +0.1% 14,160 $3.1M
Moody LYNN Lieberson & Walker, LLC 0.19% Add +3.0% 14,148 $3.1M
Savvy Advisors, Inc. 0.37% Add +0.7% 14,127 $3.1M
Valeo Financial Advisors, LLC 0.09% Add +0.7% 14,096 $3.1M
Fifth Third Wealth Advisors LLC 0.17% Reduce -2.0% 14,085 $3.1M
Lynch Asset Management, Inc. 1.25% No change 14,050 $3.1M
Robertson Stephens Wealth Management, LLC 0.11% Reduce -1.4% 14,038 $3.1M
Pensionfund Sabic 0.81% Add +40.0% 14,000 $3.1M
Cyndeo Wealth Partners, LLC 0.21% Reduce -7.8% 13,978 $3.1M
Excalibur Management Corp. 1.22% Reduce -0.4% 13,955 $3.1M
Signet Investment Advisory Group, Inc. 1.56% Reduce -2.5% 13,930 $3.1M
Silvant Capital Management LLC 0.13% No change 13,905 $3.1M
Freestone Capital Holdings, LLC 0.11% Reduce -6.7% 13,831 $3.0M
Simmons Bank 0.22% Reduce -1.8% 13,829 $3.0M
RKL Wealth Management LLC 0.27% Add +36.4% 13,821 $3.0M
Grey Ledge Advisors, LLC 0.78% Reduce -2.4% 13,705 $3.0M
Mufg Securities Americas Inc. 0.40% — 13,649 $3.0M
Sentry LLC 0.58% Reduce -6.4% 13,610 $3.0M
Lee Danner & Bass Inc. 0.24% Add +3.0% 13,588 $3.0M
Blueprint Investment Partners LLC 0.47% Add +391.3% 13,570 $3.0M
Wolverine Asset Management LLC 0.22% New 13,554 $3.0M
Sandy Spring Bank 0.12% Add +23.1% 13,523 $3.0M
Chilton Capital Management LLC 0.13% Add +0.4% 13,519 $3.0M
Twelve Points Wealth Management LLC 0.85% Add +9.9% 13,500 $3.0M
Tower Bridge Advisors 0.32% Reduce -0.1% 13,473 $3.0M
WASHINGTON TRUST Co 0.11% Add +0.5% 13,426 $3.0M
Sterneck Capital Management, LLC 1.59% Reduce -3.8% 13,382 $2.9M
Maven Securities LTD 0.47% Reduce -44.8% 13,373 $2.9M
Ranch Capital Advisors Inc. 1.38% Reduce -22.0% 13,334 $2.9M
Wealth Effects LLC 1.03% Reduce -10.0% 13,242 $2.9M
Milestone Asset Management, LLC 0.64% Add +54.4% 13,230 $2.9M
Orange Investment Advisors, Inc. 0.33% Reduce -7.0% 13,212 $2.9M
Hunter Associates Investment Management LLC 0.44% Add +0.7% 13,210 $2.9M
Chicago Capital, LLC 0.08% Add +31.3% 13,192 $2.9M
Forza Wealth Management, LLC 1.32% Add +0.4% 13,153 $2.9M
Moneco Advisors, LLC 0.30% Add +9.2% 13,074 $2.9M
Private Trust Co. NA 0.29% Add +11.9% 13,020 $2.9M
Sunbelt Securities, Inc. 0.25% Add +16.9% 12,921 $2.8M
Portside Wealth Group, LLC 0.47% Add +0.3% 12,943 $2.8M
Vaughan David Investments LLC 0.07% Reduce -0.2% 12,913 $2.8M
Old National Bancorp 0.07% Add +0.4% 12,903 $2.8M
Griffin Asset Management, Inc. 0.33% Add +0.1% 12,895 $2.8M
Riggs Asset Managment Co. Inc. 0.75% Reduce -30.2% 12,830 $2.8M
Intrust Bank NA 0.29% Add +3.0% 12,830 $2.8M
1832 Asset Management L.P. 0.01% Reduce -98.1% 12,780 $2.8M
Zuckerman Investment Group, LLC 0.27% Reduce -8.6% 10,760 $2.8M
Ameritas Advisory Services, LLC 0.10% Reduce -1.3% 12,745 $2.8M
MFG Wealth Management, Inc. 2.56% — 12,721 $2.8M
Berkshire Asset Management LLC 0.13% Add +73.4% 12,429 $2.8M
Formidable Asset Management, LLC 0.46% Add +73.9% 12,684 $2.8M
Bridges Investment Management Inc. 0.04% Reduce -0.6% 12,677 $2.8M
TFC Financial Management, Inc. 0.44% Reduce -1.2% 12,617 $2.8M
Brown Miller Wealth Management, LLC 1.06% Reduce -0.3% 12,578 $2.8M
Private Capital Management, LLC 0.29% No change 12,577 $2.8M
Allegheny Financial Group 0.71% Reduce -16.9% 12,557 $2.8M
Ausdal Financial Partners, Inc. 0.24% Add +17.1% 12,519 $2.8M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -0.6% 12,269 $2.7M
Spire Wealth Management 0.09% Reduce -5.8% 12,493 $2.7M
Graypoint LLC 0.17% Add +27.2% 12,459 $2.7M
Integrated Investment Consultants, LLC 0.56% Reduce -39.7% 12,459 $2.7M
Hudock, Inc. 0.48% New 12,458 $2.7M
Mizuho Markets Americas LLC 0.05% Reduce -61.0% 12,452 $2.7M
Cypress Capital, LLC 0.78% Reduce -3.5% 12,444 $2.7M
Rwwm, Inc. 0.25% Reduce -4.4% 12,410 $2.7M
Bard Financial Services, Inc. 0.33% No change 12,390 $2.7M
Hills Bank & Trust Co 0.20% Reduce -18.3% 12,326 $2.7M
Garner Asset Management Corp 1.23% Reduce -3.9% 12,316 $2.7M
Geneos Wealth Management Inc. 0.09% Reduce -1.4% 12,307 $2.7M
Caldwell Trust Co 0.28% Add +46.3% 12,266 $2.7M
Cladis Investment Advisory, LLC 1.91% Reduce -2.4% 12,260 $2.7M
Green Alpha Advisors, LLC 2.16% Reduce -2.7% 12,257 $2.7M
Allianz SE 0.07% Add +6.2% 12,225 $2.7M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.28% Reduce -3.9% 12,187 $2.7M
M Holdings Securities, Inc. 0.43% New 12,137 $2.7M
Procyon Advisors, LLC 0.17% Add +73.2% 12,111 $2.7M
Connecticut Wealth Management, LLC 0.13% Reduce -1.0% 12,107 $2.7M
Evergreen Capital Management LLC 0.09% Reduce -1.8% 12,103 $2.7M
Panagora Asset Management Inc. 0.01% Reduce -57.7% 12,059 $2.7M
SeaCrest Wealth Management, LLC 0.28% Reduce -24.4% 12,037 $2.6M
Impax Asset Management Group plc 0.01% Reduce -1.2% 12,027 $2.6M
LVM Capital Management Ltd. 0.28% Add +6.0% 11,982 $2.6M
Gifford Fong Associates 0.64% No change 11,900 $2.6M
Silverberg Bernstein Capital Management LLC 2.30% Reduce -6.3% 11,900 $2.6M
Arjuna Capital 0.70% Add +55.8% 11,892 $2.6M
Optimist Retirement Group LLC 1.24% Reduce -2.0% 11,883 $2.6M
Ascentis Independent Advisors 0.50% Reduce -19.1% 11,859 $2.6M
Rockland Trust Co. 0.13% Reduce -2.5% 11,799 $2.6M
J. Goldman & Co LP 0.09% Add +146.0% 11,778 $2.6M
Ritholtz Wealth Management 0.08% Add +10.9% 11,753 $2.6M
Lantz Financial LLC 0.69% Reduce -3.1% 11,748 $2.6M
Culbertson A N & Co. Inc. 0.41% Reduce -3.5% 11,731 $2.6M
Yoffe Investment Management, LLC 3.83% — 11,731 $2.6M
Essex LLC 0.54% Reduce -5.0% 11,723 $2.6M
Aries Wealth Management 0.70% No change 11,637 $2.6M
StoneX Group Inc. 0.14% Add +38.5% 11,574 $2.5M
TFG Advisers LLC 0.91% Add +7.0% 11,550 $2.5M
Valicenti Advisory Services Inc. 0.63% Reduce -2.9% 11,540 $2.5M
Qtron Investments LLC 0.35% Reduce -17.5% 11,408 $2.5M
Wedmont Private Capital 0.13% Add +10.1% 11,395 $2.5M
Focused Wealth Management, Inc 0.34% Add +0.5% 11,379 $2.5M
Nicholas Hoffman & Company, LLC. 0.10% Reduce -2.2% 11,316 $2.5M
Founders Financial Securities LLC 0.22% Add +3.0% 11,311 $2.5M
St Germain D J Co. Inc. 0.11% Add +6.1% 11,304 $2.5M
Signet Financial Management, LLC 0.32% Add +2.0% 11,261 $2.5M
Davis R M Inc. 0.05% Add +34.3% 11,211 $2.5M
Fox Run Management, L.L.C. 0.45% New 11,196 $2.5M
Providence Wealth Advisors, LLC 1.86% Reduce -2.2% 11,053 $2.5M
O'ROURKE & COMPANY, Inc 1.21% Reduce -7.3% 11,192 $2.5M
Wagner Wealth Management, LLC 0.63% Add +3.6% 11,190 $2.5M
OV Management LLC 1.14% Add +8.2% 11,182 $2.5M
Redwood Investment Management, LLC 0.24% Reduce -7.6% 11,177 $2.5M
Choate Investment Advisors 0.06% Add +8.3% 11,153 $2.5M
Quantitative Investment Management, LLC 0.18% New 11,142 $2.4M
Cornell Pochily Investment Advisors, Inc. 0.85% Reduce -1.2% 11,131 $2.4M
Bowen Hanes & Co. Inc. 0.07% Add +4.1% 11,130 $2.4M
Bahl & Gaynor LLC 0.01% Reduce -1.0% 11,130 $2.4M
Brooks, Moore & Associates, Inc. 1.44% Reduce -16.1% 11,080 $2.4M
Great Lakes Retirement, Inc. 0.31% Add +0.2% 11,053 $2.4M
Trust Point Inc. 0.17% Reduce -0.8% 11,050 $2.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.36% Reduce -3.6% 11,000 $2.4M
SlateStone Wealth, LLC 0.24% Add +1.9% 11,001 $2.4M
Redmond Asset Management, LLC 0.60% Add +2.1% 10,933 $2.4M
Marco Investment Management LLC 0.21% Reduce -0.1% 10,871 $2.4M
Corrado Advisors, LLC 1.56% Reduce -15.5% 10,860 $2.4M
Knights of Columbus Asset Advisors LLC 0.16% New 10,856 $2.4M
Clark Financial Services Group Inc. 1.82% Reduce -1.8% 10,854 $2.4M
Terra Nova Asset Management LLC 1.82% Add +2.0% 10,844 $2.4M
Perpetual Ltd 0.03% Add +26.8% 10,837 $2.4M
Ceeto Capital Group, LLC 0.88% Add +0.1% 10,819 $2.4M
Fred Alger Management, LLC 0.01% No change 10,784 $2.4M
Alternative Investment Advisors, LLC. 1.23% Add +0.7% 10,735 $2.4M
Asahi Life Asset Management Co., LTD. 1.44% Reduce -15.7% 10,726 $2.4M
Rehmann Capital Advisory Group 0.15% Add +2.1% 10,717 $2.4M
Harbor Capital Advisors, Inc. 0.10% Add +2.5% 10,714 $2.4M
Quest Investment Management LLC 0.27% No change 10,684 $2.3M
Compass Ion Advisors, LLC 0.28% Add +3.6% 10,648 $2.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Add +42.8% 10,624 $2.3M
Schulhoff & Co. Inc. 0.85% Reduce -0.3% 10,619 $2.3M
Global Financial Private Client, LLC 0.88% Add +24.4% 10,616 $2.3M
Cozad Asset Management Inc. 0.22% Add +13.8% 10,604 $2.3M
Ironwood Financial, llc 0.49% No change 10,582 $2.3M
New England Research & Management, Inc. 1.18% Add +8.5% 10,571 $2.3M
Aull & Monroe Investment Management Corp 1.19% Reduce -5.5% 10,554 $2.3M
Naviter Wealth, LLC 0.28% Add +5.5% 10,529 $2.3M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1.20% No change 10,501 $2.3M
Trust Investment Advisors 1.47% Add +5.1% 10,496 $2.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.19% Add +36.1% 10,487 $2.3M
Physicians Financial Services, Inc. 0.70% Add +1.0% 10,458 $2.3M
Oarsman Capital, Inc. 0.40% Add +5.6% 10,455 $2.3M
Trust Asset Management LLC 0.18% No change 10,452 $2.3M
Marks Group Wealth Management, Inc 0.23% Add +0.4% 10,425 $2.3M
Financial Engines Advisors L.L.C. 0.00% Add +39.2% 10,401 $2.3M
Beese Fulmer Investment Management, Inc. 0.19% Add +2.1% 10,390 $2.3M
Evelyn Partners Investment Management LLP 0.07% — 10,348 $2.3M
Gen-Wealth Partners Inc 0.98% Reduce -2.0% 10,326 $2.3M
Peddock Capital Advisors, LLC 0.54% Add +0.8% 10,326 $2.3M
Impact Partnership Wealth, LLC 0.46% Add +64.7% 10,309 $2.3M
Hilltop Wealth Advisors, LLC 1.15% Reduce -2.3% 10,302 $2.3M
ORG Partners LLC 0.31% Reduce -3.2% 10,275 $2.3M
Newman Dignan & Sheerar, Inc. 0.58% Reduce -2.8% 10,280 $2.3M
Altman Advisors, Inc. 0.96% Reduce -2.2% 10,278 $2.3M
Cornerstone Planning, LLC 0.86% — 10,249 $2.3M
Flagship Harbor Advisors, LLC 0.12% Add +3.8% 10,249 $2.3M
Hamel Associates, Inc. 0.73% Reduce -0.9% 10,250 $2.3M
G&S Capital LLC 0.93% Reduce -0.7% 10,234 $2.2M
Westhampton Capital, LLC 1.14% Reduce -0.5% 10,196 $2.2M
Freedom Investment Management, Inc. 0.19% Reduce -7.2% 10,193 $2.2M
International Assets Investment Management, LLC 0.19% Reduce -17.2% 10,168 $2.2M
Affinity Investment Advisors, LLC 1.86% Reduce -35.4% 10,138 $2.2M
Abn Amro Investment Solutions 0.04% Reduce -10.3% 10,136 $2.2M
Marcum Wealth, LLC 0.19% Add +0.5% 10,127 $2.2M
Capital Advisory Group Advisory Services, LLC 0.80% Add +8.4% 10,106 $2.2M
Boothe Investment Group, Inc. 0.96% Reduce -5.5% 10,096 $2.2M
Del-Sette Capital Management, LLC 1.79% Reduce -3.0% 10,028 $2.2M
SageView Advisory Group, LLC 0.09% Add +46.7% 10,018 $2.2M
Simplicity Wealth,LLC 0.46% Add +5.3% 10,015 $2.2M
Pinnacle Holdings, LLC 0.96% Reduce -5.9% 10,011 $2.2M
Hedges Asset Management LLC 1.45% No change 10,000 $2.2M
Westport Asset Management Inc. 1.05% No change 10,000 $2.2M
Centennial Wealth Advisory LLC 0.86% Add +0.6% 9,987 $2.2M
Smartleaf Asset Management LLC 0.22% Add +21.5% 9,962 $2.2M
First City Capital Management, Inc. 1.17% No change 9,973 $2.2M
JFS Wealth Advisors, LLC 0.15% Add +1.2% 9,964 $2.2M
Roble, Belko & Company, Inc 0.35% Add +0.3% 9,959 $2.2M
Bridgewater Advisors Inc. 0.23% New 10,041 $2.2M
Journey Strategic Wealth LLC 0.08% Add +42.9% 9,889 $2.2M
Key Client Fiduciary Advisors, LLC 0.97% Add +0.1% 9,865 $2.2M
Parthenon LLC 0.26% No change 9,842 $2.2M
Dudley Capital Management, LLC 1.10% Reduce -0.1% 9,809 $2.2M
Keystone Financial Planning, Inc. 0.67% Reduce -1.3% 9,809 $2.2M
MIdWestOne Financial Group, Inc. 0.30% No change 9,790 $2.2M
Good Life Advisors, LLC 0.16% Reduce -51.6% 9,775 $2.1M
Clearstead Trust, LLC 0.46% Reduce -0.1% 9,766 $2.1M
Patten Group, Inc. 0.48% Reduce -0.7% 9,765 $2.1M
CHICAGO TRUST Co NA 0.40% Reduce -13.0% 9,740 $2.1M
Norden Group LLC 0.24% Add +1.1% 9,711 $2.1M
Mainstay Capital Management LLC 0.32% Add +1.0% 9,698 $2.1M
Zullo Investment Group, Inc. 0.86% Add +0.1% 9,688 $2.1M
Mendel Capital Management LLC 1.29% Add +0.9% 9,684 $2.1M
Roxbury Financial LLC 2.04% — 9,324 $2.1M
Little House Capital LLC 0.61% Reduce -23.6% 9,646 $2.1M
Nwam LLC 0.13% Reduce -0.3% 9,643 $2.1M
Pines Wealth Management, LLC 0.92% — 9,599 $2.1M
Hartford Financial Management Inc. 0.43% Add +0.4% 9,565 $2.1M
Smith Anglin Financial, LLC 0.20% Reduce -7.6% 9,563 $2.1M
Montecito Bank & Trust 0.36% Add +8.4% 9,559 $2.1M
Ridgecrest Wealth Partners, LLC 1.14% Add +0.1% 9,551 $2.1M
Independent Solutions Wealth Management, LLC 0.46% Reduce -0.3% 9,539 $2.1M
Nilsine Partners, LLC 0.22% Add +35.3% 9,539 $2.1M
Performance Wealth Partners, LLC 0.07% Add +0.3% 9,525 $2.1M
Fidelis Capital Partners, LLC 0.21% Add +27.6% 7,983 $2.1M
Gotham Asset Management 0.02% Reduce -36.0% 9,445 $2.1M
Donaldson Capital Management, LLC 0.08% Reduce -1.4% 9,424 $2.1M
Deseret Mutual Benefit Administrators 1.02% Reduce -16.7% 9,421 $2.1M
Uncommon Cents Investing LLC 0.61% Reduce -0.2% 9,393 $2.1M
Checchi Capital Advisers, LLC 0.15% Add +2.1% 9,373 $2.1M
Cigna Investments Inc. 0.36% Reduce -0.9% 9,372 $2.1M
Arax Advisory Partners 0.13% Add +31.9% 9,359 $2.1M
Bank of New Hampshire 0.53% Add +8.8% 9,337 $2.1M
Wright Investors Service Inc. 0.67% Reduce -49.1% 9,332 $2.1M
ROI Financial Advisors, LLC 1.40% Add +11.4% 9,319 $2.0M
GTS Securities LLC 0.10% Reduce -80.3% 9,308 $2.0M
Raleigh Capital Management Inc. 0.79% Reduce -3.9% 9,296 $2.0M
Smith Salley Wealth Management 0.13% Add +1.3% 9,294 $2.0M
Colonial Trust Co / SC 0.30% Add +10.2% 9,279 $2.0M
FineMark National Bank & Trust 0.07% Add +1.6% 9,269 $2.0M
Caldwell Sutter Capital, Inc. 0.94% Add +4.8% 9,224 $2.0M
Beaumont Financial Advisors, LLC 0.15% Add +3.1% 9,224 $2.0M
Linscomb Wealth, Inc. 0.10% Reduce -18.5% 9,218 $2.0M
Atlantic Edge Private Wealth Management, LLC 0.62% Add +1.4% 9,126 $2.0M
Palumbo Wealth Management LLC 0.75% Add +0.6% 9,116 $2.0M
Chesapeake Asset Management LLC 1.86% Add +0.1% 9,100 $2.0M
Investment Partners Asset Management, Inc. 1.57% Add +2.5% 9,092 $2.0M
Tompkins Financial Corp. 0.19% Add +2.0% 9,086 $2.0M
CFS Investment Advisory Services, LLC 0.18% Reduce -0.9% 9,071 $2.0M
Western Wealth Management, LLC 0.11% Reduce -46.4% 9,059 $2.0M
Vista Investment Partners LLC 0.62% Reduce -17.2% 9,059 $2.0M
Union Bancaire Privee, UBP SA 0.04% — 10,477 $2.0M
Osterweis Capital Management Inc. 0.12% Reduce -0.5% 9,020 $2.0M
Pavion Blue Capital, LLC 0.93% Reduce -0.2% 8,997 $2.0M
Slocum, Gordon & Co LLP 1.62% No change 8,985 $2.0M
Integrated Advisors Network LLC 0.09% Reduce -46.2% 8,983 $2.0M
Steel Grove Capital Advisors, LLC 0.28% Reduce -8.6% 8,982 $2.0M
KCM Investment Advisors LLC 0.07% Add +2.2% 8,916 $2.0M
Sandbox Financial Partners, LLC 0.65% Add +0.3% 8,892 $2.0M
DT Investment Partners, LLC 0.17% Reduce -3.6% 8,878 $2.0M
Core Wealth Advisors, Inc. 0.64% Reduce -1.0% 8,839 $1.9M
Diligent Investors, LLC 0.45% Reduce -1.5% 8,832 $1.9M
Brady Martz Wealth Solutions, LLC 0.47% — 8,910 $1.9M
Callan Family Office, LLC 0.12% Add +615.5% 8,822 $1.9M
Cidel Asset Management Inc. 0.13% Reduce -4.3% 8,817 $1.9M
Dumont & Blake Investment Advisors LLC 0.52% Reduce -0.8% 8,796 $1.9M
Fortis Group Advisors, LLC 0.36% Add +0.3% 8,795 $1.9M
Bailard, Inc. 0.05% Add +0.0% 8,780 $1.9M
Apexium Financial, LP 0.12% Add +95.8% 8,771 $1.9M
Meridian Investment Counsel Inc. 0.57% Reduce -10.3% 8,758 $1.9M
Gitterman Wealth Management, LLC 0.80% Add +11.5% 8,754 $1.9M
Strategic Blueprint, LLC 0.11% Reduce -2.0% 8,750 $1.9M
MassMutual Private Wealth & Trust, FSB 0.05% Add +3.0% 8,725 $1.9M
Inlet Private Wealth, LLC 0.51% Reduce -6.4% 8,717 $1.9M
Thoroughbred Financial Services, LLC 0.12% Reduce -2.4% 8,707 $1.9M
Waratah Capital Advisors Ltd. 0.11% New 8,702 $1.9M
Archford Capital Strategies, LLC 0.29% Reduce -0.2% 8,699 $1.9M
Consolidated Portfolio Review Corp 0.30% Add +797.4% 8,696 $1.9M
Argentarii, LLC 0.96% — 8,679 $1.9M
Longfellow Investment Management Co. LLC 0.49% Reduce -6.0% 8,653 $1.9M
Inman Jager Wealth Management, LLC 1.48% — 8,641 $1.9M
Penobscot Investment Management Company, Inc. 0.17% Add +6.3% 8,628 $1.9M
Capital Asset Advisory Services LLC 0.09% Add +6.0% 8,517 $1.9M
Ceera Investments, LLC 0.65% Reduce -23.3% 8,618 $1.9M
Carl P. Sherr & Co., LLC 0.99% Add +0.0% 8,613 $1.9M
Becker Capital Management Inc. 0.06% Add +0.2% 8,609 $1.9M
Kessler Investment Group, LLC 0.90% Reduce -5.3% 8,601 $1.9M
First National Bank of Omaha 0.12% Add +2.4% 8,575 $1.9M
South Dakota Investment Council 0.04% No change 8,568 $1.9M
Trivium Point Advisory, LLC 0.24% Add +4.8% 8,569 $1.9M
Empower Advisory Group, LLC 0.01% Add +13.2% 8,560 $1.9M
Parisi Gray Wealth Management 0.60% Add +0.1% 8,550 $1.9M
Forte Capital LLC 0.21% Add +0.1% 8,548 $1.9M
Bank Ozk 0.77% Add +84.8% 8,498 $1.9M
Fort Sheridan Advisors LLC 0.27% Reduce -8.5% 8,497 $1.9M
Onyx Bridge Wealth Group LLC 0.27% Reduce -0.2% 8,490 $1.9M
Parcion Private Wealth LLC 0.14% No change 8,458 $1.9M
Waldron Private Wealth LLC 0.07% Add +3.5% 8,439 $1.9M
Aaron Wealth Advisors LLC 0.21% Add +7.7% 8,420 $1.9M
RoundAngle Advisors LLC 1.76% — 8,404 $1.8M
Mitchell McLeod Pugh & Williams Inc. 0.39% Reduce -5.4% 8,400 $1.8M
Altfest L J & Co. Inc. 0.24% Add +0.7% 8,393 $1.8M
Adirondack Trust Co. 0.70% Reduce -1.5% 8,364 $1.8M
LM Advisors LLC 0.33% Add +231.7% 8,358 $1.8M
Integrity Wealth Advisors, Inc. 1.35% — 8,333 $1.8M
Heritage Wealth Management, Inc. 0.61% Add +0.0% 8,312 $1.8M
Investors Asset Management of Georgia Inc. /Ga/ 0.89% Reduce -0.6% 8,307 $1.8M
Shulman DeMeo Asset Management LLC 0.49% Reduce -3.6% 8,297 $1.8M
Banque Transatlantique SA 0.05% — 8,323 $1.8M
Exencial Wealth Advisors, LLC 0.07% Reduce -4.2% 8,277 $1.8M
Forum Financial Management, LP 0.03% Add +22.3% 8,270 $1.8M
Byrne Asset Management LLC 1.48% Reduce -2.5% 8,252 $1.8M
Optimize Financial Inc. 1.36% — 8,241 $1.8M
Steinberg Asset Management LLC 1.34% Reduce -2.4% 8,241 $1.8M
Fiduciary Group, LLC 0.18% No change 8,230 $1.8M
Means Investment Co., Inc. 0.19% Add +2.8% 8,229 $1.8M
PFG Advisors 0.11% Add +4.4% 8,207 $1.8M
Wendell David Associates Inc. 0.18% Reduce -2.4% 8,207 $1.8M
Pingora Partners LLC 1.18% No change 8,190 $1.8M
Cooper Financial Group 0.22% Add +2.4% 8,190 $1.8M
United Bank 0.76% Add +45.2% 8,172 $1.8M
BKM Wealth Management, LLC 0.73% Reduce -6.3% 8,132 $1.8M
Birchbrook, Inc. 1.01% Reduce -1.2% 8,110 $1.8M
Duncker Streett & Co. Inc. 0.33% Reduce -7.7% 8,099 $1.8M
RMR Wealth Builders 0.18% Add +233.4% 8,089 $1.8M
Moody National Bank Trust Division 0.19% Add +3.6% 8,063 $1.8M
Red Spruce Capital, LLC 0.79% Add +2.8% 8,051 $1.8M
Wynn Capital, LLC 1.12% Reduce -2.1% 8,042 $1.8M
Supplemental Annuity Collective Trust of NJ 0.52% No change 8,000 $1.8M
FAS Wealth Partners, Inc. 0.15% Reduce -0.2% 7,995 $1.8M
Avior Wealth Management, LLC 0.06% Add +1.4% 8,176 $1.8M
Anchor Investment Management, LLC 0.16% Add +2.4% 7,982 $1.8M
Founders Financial Alliance, LLC 0.48% Add +0.6% 7,964 $1.8M
Essex Bank 0.43% Reduce -0.9% 7,960 $1.7M
Nichols & Pratt Advisers LLP 0.12% Reduce -2.5% 7,958 $1.7M
Arvest Investments, Inc. 0.28% Reduce -6.5% 7,948 $1.7M
Aspire Growth Partners LLC 1.71% — 7,831 $1.7M
Advisor OS, LLC 0.20% Reduce -4.7% 7,923 $1.7M
Exchange Bank 1.40% Add +2.2% 7,898 $1.7M
Home Federal Bank of Tennessee 0.51% Reduce -0.3% 7,835 $1.7M
Hilltop National Bank 0.52% Add +34.8% 7,827 $1.7M
Burke & Herbert Bank & Trust Co. 0.41% Add +0.4% 7,810 $1.7M
Venturi Wealth Management, LLC 0.08% Add +1.4% 7,809 $1.7M
Avidian Wealth Enterprises, LLC 0.08% Add +2.4% 7,805 $1.7M
Richards, Merrill & Peterson, Inc. 0.90% — 7,800 $1.7M
XTX Topco Ltd 0.14% Reduce -64.5% 7,781 $1.7M
Journey Advisory Group, LLC 0.20% No change 9,879 $1.7M
Simon Quick Advisors, LLC 0.10% Add +8.2% 7,771 $1.7M
Signature Estate & Investment Advisors LLC 0.04% Add +0.4% 7,771 $1.7M
Midland Wealth Advisors, LLC 0.10% Reduce -9.8% 7,765 $1.7M
Nicolet Advisory Services, LLC 0.16% Reduce -5.2% 7,766 $1.7M
Delta Financial Group, Inc. 0.40% New 7,728 $1.7M
Strategic Advisors LLC 0.31% Reduce -60.3% 7,724 $1.7M
CWS Financial Advisors, LLC 0.55% No change 7,724 $1.7M
Capital City Trust Co. 0.42% Reduce -3.4% 7,635 $1.7M
GWN Securities Inc. 0.45% — 7,463 $1.7M
Weik Capital Management 0.68% Reduce -0.3% 7,610 $1.7M
one8zero8, LLC 0.36% — 7,607 $1.7M
Roanoke Asset Management Corp./ NY 0.54% No change 7,605 $1.7M
Joule Financial, LLC 0.59% Add +39.9% 7,569 $1.7M
PBMares Wealth Management LLC 0.34% Add +0.9% 7,564 $1.7M
Howland Capital Management LLC 0.07% Reduce -1.0% 7,544 $1.7M
Sompo Asset Management Co., Ltd. 0.28% Reduce -7.1% 7,533 $1.7M
Westbourne Investments, Inc. 0.97% — 7,503 $1.6M
Pettyjohn, Wood & White, Inc. 0.30% Add +13.3% 7,502 $1.6M
Brave Asset Management Inc. 0.52% No change 7,479 $1.6M
Meridian Management Co. 0.43% Add +0.1% 7,478 $1.6M
Legacy Financial Advisors, Inc. 0.27% Add +7.3% 7,449 $1.6M
Texas Yale Capital Corp. 0.07% No change 7,446 $1.6M
Grove Bank & Trust 0.23% Add +0.2% 7,429 $1.6M
Connective Capital Management, LLC 1.90% No change 7,400 $1.6M
Advisory Alpha, LLC 0.06% Reduce -8.4% 7,359 $1.6M
Whitener Capital Management, Inc. 0.45% Reduce -1.9% 7,328 $1.6M
Range Financial Group LLC 0.74% Add +145.9% 7,307 $1.6M
Texas Bank & Trust Co 0.66% — 7,302 $1.6M
Quadrant Capital Group LLC 0.11% Add +8.5% 7,279 $1.6M
North Star Asset Management Inc. 0.07% Add +4.3% 7,274 $1.6M
Plancorp, LLC 0.07% Add +1.2% 7,262 $1.6M
Marshall & Sterling Wealth Advisors Inc. 1.10% — 7,259 $1.6M
Cookson Peirce & Co. Inc. 0.07% Reduce -0.7% 7,238 $1.6M
Warner Financial, Inc. 0.68% Add +0.4% 7,234 $1.6M
Mayflower Financial Advisors, LLC 0.24% Add +17.4% 7,223 $1.6M
Access Financial Services, Inc. 0.71% Reduce -9.4% 7,221 $1.6M
Ascent Wealth Partners, LLC 0.21% Add +0.9% 7,209 $1.6M
Clarkston Capital Partners, LLC 0.03% New 7,205 $1.6M
Lake Street Private Wealth, LLC 0.25% Reduce -7.1% 7,203 $1.6M
Roffman Miller Associates Inc. 0.10% Reduce -5.6% 7,189 $1.6M
Core Wealth Partners LLC 0.90% Reduce -8.4% 7,163 $1.6M
SRN Advisors, LLC 1.40% Add +185.2% 7,161 $1.6M
Jeppson Wealth Management, LLC 0.57% Add +0.8% 7,160 $1.6M
Livforsakringsbolaget Skandia, Omsesidigt 0.08% No change 7,153 $1.6M
Claris Financial LLC 1.03% — 7,135 $1.6M
CX Institutional 0.06% Add +2.0% 7,125 $1.6M
Everett Harris & Co. 0.02% Add +93.1% 7,116 $1.6M
CFC Planning Co LLC 1.66% — 7,044 $1.5M
Boston Financial Mangement LLC 0.05% Add +12.8% 7,035 $1.5M
Obsidian Personal Planning Solutions LLC 0.75% Add +1.1% 6,047 $1.5M
First National Bank & Trust Co. of Newtown 0.32% Reduce -0.8% 7,030 $1.5M
Rossmore Private Capital 0.19% No change 7,015 $1.5M
Diversify Advisory Services, LLC 0.08% Reduce -53.6% 7,008 $1.5M
Atlas Brown,Inc. 0.53% Add +3.1% 7,000 $1.5M
Capital Management Associates 1.81% No change 7,000 $1.5M
Twin Focus Capital Partners, LLC 0.23% No change 7,000 $1.5M
Lighthouse Investment Partners, LLC 0.06% New 7,000 $1.5M
Triton Financial Group Inc 0.96% Add +1.9% 6,990 $1.5M
Strait & Sound Wealth Management LLC 0.71% Add +1.3% 6,986 $1.5M
Northern Financial Advisors Inc 1.22% Reduce -10.8% 6,971 $1.5M
Dover Advisors, LLC 0.88% Add +12.0% 6,964 $1.5M
Groupe la Francaise 0.04% — 6,384 $1.5M
Tradewinds, LLC. 0.42% Reduce -2.7% 5,998 $1.5M
Wolfstich Capital, LLC 1.35% — 6,949 $1.5M
Etesian Wealth Advisors, Inc. 0.68% Add +5.7% 6,945 $1.5M
Transatlantique Private Wealth LLC 0.58% Add +0.0% 6,936 $1.5M
TCI Wealth Advisors, Inc. 0.13% Reduce -1.0% 6,933 $1.5M
Northeast Investment Management 0.07% Reduce -2.1% 6,932 $1.5M
Hexagon Capital Partners LLC 0.28% Add +9.5% 6,891 $1.5M
Stamos Capital Partners, L.P. 0.35% Add +0.9% 6,840 $1.5M
Ancora Advisors LLC 0.03% Add +15.5% 6,839 $1.5M
Focus Financial Network, Inc. 0.06% Add +4.0% 6,822 $1.5M
Certified Advisory Corp 0.16% Add +2.0% 6,815 $1.5M
Harbour Investments, Inc. 0.04% Add +9.8% 6,813 $1.5M
Moss Adams Wealth Advisors LLC 0.16% Reduce -6.0% 6,806 $1.5M
Laurel Wealth Advisors LLC 0.23% Reduce -1.6% 6,789 $1.5M
Fairfield, Bush & Co. 0.87% Add +2.4% 6,741 $1.5M
Blue Edge Capital, LLC 0.23% Add +2.0% 6,737 $1.5M
Monetary Management Group Inc. 0.38% No change 6,712 $1.5M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.30% Add +8.7% 6,705 $1.5M
Parkside Financial Bank & Trust 0.19% Add +48.0% 6,695 $1.5M
Meridian Wealth Advisors, LLC 0.24% Reduce -1.2% 6,689 $1.5M
Cumberland Partners Ltd 0.10% Reduce -10.0% 6,685 $1.5M
Secured Retirement Advisors, LLC 0.84% Add +413.1% 6,676 $1.5M
Donoghue Forlines LLC 0.49% Reduce -64.1% 6,676 $1.5M
Athena Investment Management 0.85% Reduce -4.3% 6,673 $1.5M
Aster Capital Management (DIFC) Ltd 0.56% Add +5550.0% 6,667 $1.5M
Paragon Private Wealth Management, LLC 0.67% Add +7.5% 6,649 $1.5M
Groupama Asset Managment 0.03% Reduce -50.0% 6,636 $1.5M
Manchester Capital Management LLC 0.17% Add +0.0% 6,648 $1.5M
Lion Street Advisors, LLC 0.46% Add +15.7% 6,624 $1.5M
KLCM Advisors, Inc. 0.17% Add +14.9% 6,619 $1.5M
Citizens National Bank Trust Department 0.31% No change 6,615 $1.5M
Cascade Financial Partners, LLC 0.19% Reduce -11.7% 6,568 $1.4M
Clark Capital Management Group, Inc. 0.01% Add +14.0% 6,563 $1.4M
Old Mission Investment Co LLC 0.43% Add +198.2% 6,560 $1.4M
Salem Investment Counselors Inc. 0.05% No change 6,554 $1.4M
Biltmore Family Office, LLC 0.24% Add +5.4% 6,536 $1.4M
TrinityPoint Wealth, LLC 0.20% Add +0.5% 6,536 $1.4M
Woodward Diversified Capital, LLC 1.05% Reduce -12.1% 6,529 $1.4M
Ironwood Investment Management LLC 0.71% No change 6,525 $1.4M
Belpointe Asset Management LLC 0.09% Add +0.8% 7,084 $1.4M
GeoWealth Management, LLC 0.05% Add +9.1% 6,495 $1.4M
MJP Associates Inc. 0.26% Reduce -7.1% 6,473 $1.4M
Sage Mountain Advisors LLC 0.10% Add +0.3% 6,471 $1.4M
Broadwater Capital Management LLC 1.09% No change 6,455 $1.4M
Tradition Wealth Management, LLC 0.13% Reduce -7.6% 6,454 $1.4M
WoodTrust Financial Corp 0.20% Add +8.6% 6,434 $1.4M
Genesee Capital Advisors, LLC 0.66% Reduce -4.6% 6,423 $1.4M
Atlantic Union Bankshares Corp 0.08% Reduce -13.9% 6,418 $1.4M
Thrive Wealth Management, LLC 0.25% Reduce -6.9% 6,401 $1.4M
JBR Co Financial Management Inc 0.86% Add +0.6% 6,390 $1.4M
Dividend Assets Capital, LLC 0.27% Add +0.0% 6,390 $1.4M
Kilter Group LLC 0.91% — 6,385 $1.4M
Garrison Point Advisors, LLC 0.67% Add +92.2% 6,380 $1.4M
Frederick Financial Consultants, LLC 1.12% — 6,378 $1.4M
Winthrop Capital Management, LLC 0.37% New 6,366 $1.4M
Marietta Investment Partners LLC 0.31% Reduce -2.3% 6,376 $1.4M
EPG Wealth Management LLC 0.37% Reduce -0.4% 6,361 $1.4M
Donald L. Hagan, LLC 0.73% Reduce -5.0% 6,358 $1.4M
Schechter Investment Advisors, LLC 0.11% Add +0.7% 6,351 $1.4M
S.E.E.D. Planning Group LLC 0.47% Add +2.0% 6,348 $1.4M
Pinnacle West Asset Management, Inc. 1.00% No change 6,335 $1.4M
TRUE Private Wealth Advisors 0.17% Reduce -0.1% 6,330 $1.4M
Albion Financial Group 0.10% No change 6,325 $1.4M
HUB Investment Partners, LLC 0.06% Add +10.2% 6,309 $1.4M
Telos Capital Management, Inc. 0.15% Add +72.9% 6,280 $1.4M
Novem Group 0.21% — 6,276 $1.4M
apricus wealth, LLC 0.90% Add +1.3% 6,276 $1.4M
Castlekeep Investment Advisors LLC 0.96% Reduce -6.8% 6,261 $1.4M
Northeast Financial Consultants Inc 0.06% Add +9.2% 6,246 $1.4M
Register Financial Advisors LLC 0.69% Reduce -0.8% 6,236 $1.4M
Stansberry Asset Management, LLC 0.19% Reduce -10.9% 6,235 $1.4M
Insigneo Advisory Services, LLC 0.14% Reduce -37.9% 6,226 $1.4M
Long Run Wealth Advisors, LLC 0.33% Reduce -5.5% 6,213 $1.4M
Patten & Patten Inc. 0.09% Reduce -0.5% 6,195 $1.4M
AdvisorNet Financial, Inc 0.11% Reduce -0.1% 6,181 $1.4M
TKG Advisors, LLC 0.63% Reduce -4.2% 6,036 $1.4M
bLong Financial, LLC 1.12% — 6,172 $1.4M
IVC Wealth Advisors LLC 0.76% Reduce -12.1% 6,155 $1.4M
Millstone Evans Group, LLC 0.92% — 6,150 $1.4M
Edgestream Partners, L.P. 0.06% Reduce -2.5% 6,143 $1.4M
Old North State Trust, LLC 0.85% Add +38.9% 6,109 $1.3M
Everhart Financial Group, Inc. 0.28% Add +8.6% 6,109 $1.3M
Cascade Investment Group, Inc. 0.96% Add +3.2% 6,108 $1.3M
Diversified Enterprises, LLC 0.13% Add +5.7% 6,098 $1.3M
Arbor Trust Wealth Advisors, LLC 0.63% Add +31.2% 6,081 $1.3M
Cornerstone Select Advisors, LLC 1.28% — 6,059 $1.3M
Howard Capital Management, LLC 0.02% Reduce -13.9% 6,057 $1.3M
Murphy, Middleton, Hinkle & Parker, Inc. 0.75% Reduce -0.4% 6,049 $1.3M
Bingham Private Wealth, LLC 1.41% — 6,038 $1.3M
Granite Investment Partners, LLC 0.06% No change 6,028 $1.3M
Legacy Wealth Asset Management, LLC 0.36% Reduce -3.7% 6,009 $1.3M
Wealth Alliance, LLC 0.16% Reduce -2.5% 5,995 $1.3M
Selective Wealth Management, Inc. 0.53% Add +2.2% 6,013 $1.3M
Aspen Investment Management Inc 0.60% Add +1.9% 5,925 $1.3M
Burt Wealth Advisors 0.33% Reduce -1.8% 5,921 $1.3M
L. Roy Papp & Associates, LLP 0.15% Reduce -4.2% 5,917 $1.3M
Heartwood Wealth Advisors LLC 0.15% Add +0.1% 5,913 $1.3M
TBH Global Asset Management, LLC 0.31% Reduce -0.3% 5,910 $1.3M
DiNuzzo Private Wealth, Inc. 0.16% No change 5,909 $1.3M
Oak Associates Ltd. 0.09% Add +0.1% 5,907 $1.3M
Cornerstone Enterprises, LLC 0.78% New 5,897 $1.3M
Plante Moran Financial Advisors, LLC 0.11% Reduce -6.6% 5,896 $1.3M
McElhenny Sheffield Capital Management, LLC 0.43% Add +0.1% 5,848 $1.3M
Elevated Capital Advisors, LLC 0.35% Add +14.1% 5,845 $1.3M
Smallwood Wealth Investment Management, LLC 0.88% No change 5,831 $1.3M
Silver Oak Securities, Incorporated 0.12% Add +18.1% 5,801 $1.3M
Abc Arbitrage SA 0.18% — 5,807 $1.3M
NCM Capital Management, LLC 0.58% Add +29.0% 5,806 $1.3M
Corps Capital Advisors, LLC 1.29% — 5,800 $1.3M
Arkfeld Wealth Strategies, L.L.C. 0.58% Add +0.4% 5,858 $1.3M
Fortitude Family Office, LLC 0.45% Reduce -1.4% 5,793 $1.3M
Ullmann Wealth Partners Group, LLC 0.16% Add +4.6% 5,792 $1.3M
San Luis Wealth Advisors LLC 0.24% Reduce -12.9% 5,792 $1.3M
Putney Financial Group LLC 1.13% — 5,786 $1.3M
Heritage Trust Co 0.15% — 5,777 $1.3M
AlphaMark Advisors, LLC 0.55% Reduce -29.6% 5,769 $1.3M
Gratus Wealth Advisors, LLC 0.20% Add +72.6% 5,762 $1.3M
Financial Advocates Investment Management 0.07% Add +5.0% 5,761 $1.3M
American National Bank & Trust 0.14% Add +24.6% 5,733 $1.3M
Cross Staff Investments Inc 0.88% Reduce -0.9% 5,730 $1.3M
Northwest Bancshares, Inc. 0.23% Reduce -11.9% 5,727 $1.3M
DRW Securities, LLC 0.08% Add +184.8% 5,725 $1.3M
Equitable Trust Co. 0.07% Reduce -6.0% 5,723 $1.3M
Austin Private Wealth, LLC 0.12% Add +9.4% 5,719 $1.3M
Legacy Advisors, LLC 0.12% Add +42.0% 5,713 $1.3M
Harbor Investment Advisory, LLC 0.12% Reduce -2.5% 5,711 $1.3M
Axecap Investments, LLC 0.94% Add +14.6% 5,678 $1.2M
Hancock Whitney Corp. 0.04% Add +2.8% 5,672 $1.2M
GAM Holding AG 0.09% New 5,670 $1.2M
United Advisor Group, LLC 0.25% Reduce -3.2% 5,667 $1.2M
Coastal Bridge Advisors, LLC 0.31% Reduce -1.5% 5,665 $1.2M
Main Street Financial Solutions, LLC 0.12% Reduce -44.7% 5,657 $1.2M
M. Kraus & Co 0.37% Reduce -4.2% 5,652 $1.2M
Financial Partners Group, LLC 0.51% Reduce -4.3% 5,635 $1.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.46% No change 4,683 $1.2M
MBA Advisors LLC 0.63% Add +0.6% 5,607 $1.2M
Cobblestone Capital Advisors LLC 0.07% Add +1.1% 5,605 $1.2M
Callahan Advisors, LLC 0.12% Add +81.0% 5,558 $1.2M
Premier Path Wealth Partners, LLC 0.19% Add +0.9% 5,555 $1.2M
SeaBridge Investment Advisors LLC 0.26% Add +33.4% 5,551 $1.2M
World Equity Group, Inc. 0.26% Reduce -10.3% 5,541 $1.2M
Campbell Wealth Management 0.11% Add +226.1% 5,537 $1.2M
Brandywine Oak Private Wealth LLC 0.12% Reduce -8.9% 5,518 $1.2M
Navellier & Associates Inc. 0.15% Add +34.0% 5,507 $1.2M
Mount Vernon Associates Inc. 0.95% No change 5,505 $1.2M
Gateway Investment Advisers LLC 0.01% Reduce -5.8% 5,501 $1.2M
Private Portfolio Partners LLC 0.22% Reduce -4.2% 5,498 $1.2M
Sunburst Financial Group, LLC 0.30% Reduce -18.0% 5,495 $1.2M
LS Investment Advisors, LLC 0.18% Reduce -2.6% 5,495 $1.2M
Sumitomo Life Insurance Co. 0.02% Reduce -2.7% 5,487 $1.2M
Personal Cfo Solutions, LLC 0.24% Add +2.1% 5,469 $1.2M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.70% Reduce -24.0% 5,462 $1.2M
Syntegra Private Wealth Group, LLC 0.14% Reduce -3.4% 5,457 $1.2M
Piedmont Capital Management, LLC 0.72% Reduce -1.3% 5,421 $1.2M
Souders Financial Advisors 0.17% Reduce -2.8% 5,420 $1.2M
Insight Advisors, LLC/ PA 0.20% Reduce -2.5% 5,405 $1.2M
Grandview Asset Management LLC 0.44% New 5,409 $1.2M
Allied Investment Advisors, LLC 0.24% Add +3.8% 5,404 $1.2M
Fiduciary Alliance LLC 0.12% Add +104.3% 5,400 $1.2M
Cable Hill Partners, LLC 0.12% Reduce -12.3% 5,395 $1.2M
iA Global Asset Management Inc. 0.02% Add +152.0% 5,397 $1.2M
Kintra Wealth, LLC 0.82% Reduce -1.1% 5,350 $1.2M
Summit Asset Management, LLC 0.21% Reduce -7.3% 5,347 $1.2M
Alteri Wealth LLC 0.33% — 5,346 $1.2M
Independence Bank of Kentucky 0.18% Reduce -3.4% 5,345 $1.2M
Benin Management CORP 0.32% No change 5,342 $1.2M
1620 Investment Advisors, Inc. 0.91% Reduce -2.8% 5,340 $1.2M
GM Advisory Group, LLC 0.06% Add +2.2% 5,329 $1.2M
LBMC Investment Advisors, LLC 0.09% Add +0.2% 5,316 $1.2M
Stablepoint Partners, LLC 0.21% Add +0.9% 5,308 $1.2M
Mirabaud Asset Management Ltd 0.54% Add +44.5% 5,296 $1.2M
Liberty Wealth Management LLC 0.19% Add +12.3% 5,300 $1.2M
Atwood & Palmer Inc. 0.08% No change 5,299 $1.2M
MWA Asset Management 0.77% Add +92.6% 5,287 $1.2M
Kesler, Norman & Wride, LLC 0.25% Reduce -15.8% 5,285 $1.2M
Delta Investment Management, LLC 0.23% Reduce -0.3% 5,272 $1.2M
Trustco Bank Corp. N Y 1.25% Reduce -14.3% 5,271 $1.2M
Arrow Financial Corp 0.11% Reduce -5.0% 5,270 $1.2M
Archer Investment Corp 0.31% Add +15.5% 5,266 $1.2M
Clarius Group, LLC 0.08% Add +3.5% 5,240 $1.2M
Stratos Wealth Advisors, LLC 0.06% Reduce -2.5% 5,229 $1.1M
Headinvest, LLC 0.22% Reduce -0.5% 5,225 $1.1M
Keudell/Morrison Wealth Management 0.30% Add +0.1% 5,221 $1.1M
Thoma Capital Management LLC 0.79% — 5,214 $1.1M
Hoxton Planning & Management, LLC 0.44% Add +0.0% 5,211 $1.1M
Armstrong, Fleming & Moore, Inc 0.69% No change 5,210 $1.1M
Avestar Capital, LLC 0.10% Add +12.4% 5,173 $1.1M
Accurate Wealth Management, LLC 0.22% Add +2.2% 5,160 $1.1M
Red Door Wealth Management, LLC 0.17% Add +15.9% 5,141 $1.1M
Delta Asset Management LLC 0.10% Reduce -7.8% 5,135 $1.1M
Verus Capital Partners, LLC 0.11% Add +7.5% 5,124 $1.1M
Owen LaRue, LLC 0.59% Add +1.5% 5,121 $1.1M
Coastwise Capital Group, LLC 0.90% Reduce -7.2% 5,120 $1.1M
Trek Financial, LLC 0.08% Add +5.6% 5,117 $1.1M
Beaton Management Co. Inc. 0.57% Reduce -4.1% 5,114 $1.1M
Alpha Cubed Investments, LLC 0.05% Reduce -7.8% 5,108 $1.1M
Napa Wealth Management 0.49% New 5,107 $1.1M
44 Wealth Management LLC 0.43% Reduce -0.7% 5,097 $1.1M
Lebenthal Global Advisors, LLC 0.20% Add +93.9% 5,092 $1.1M
Leisure Capital Management 0.44% Add +10.3% 5,078 $1.1M
Wealth Management Associates, Inc. 0.48% Reduce -2.6% 5,062 $1.1M
Capstone Financial Advisors, Inc. 0.07% Add +0.6% 5,061 $1.1M
Perennial Investment Advisors, LLC 0.13% Add +5.2% 5,056 $1.1M
Enterprise Financial Services Corp 0.62% Add +69.4% 5,054 $1.1M
Oxbow Advisors, LLC 0.13% Add +1.2% 5,053 $1.1M
Prentice Wealth Management LLC 0.32% Add +1.1% 5,046 $1.1M
Conning Inc. 0.04% Add +7.0% 5,043 $1.1M
United Community Bank 0.43% Reduce -0.8% 5,035 $1.1M
Uhlmann Price Securities, LLC 0.83% Add +1.4% 5,015 $1.1M
Claro Advisors Inc. 0.15% Reduce -25.1% 5,014 $1.1M
Valmark Advisers, Inc. 0.02% Add +7.8% 5,013 $1.1M
Trust Co of the South 0.22% No change 5,004 $1.1M
Engineers Gate Manager LP 0.02% Add +60.3% 5,003 $1.1M
PDS Planning, Inc 0.10% Add +15.0% 5,003 $1.1M
CRA Financial Services, LLC 0.19% Add +11.0% 4,999 $1.1M
Brooklyn Investment Group 0.33% Add +1.1% 4,992 $1.1M
Provenance Wealth Advisors, LLC 0.14% Reduce -52.3% 4,963 $1.1M
Mather Group, Llc. 0.01% Reduce -5.6% 4,958 $1.1M
OmniStar Financial Group, Inc. 0.88% Add +14.3% 4,956 $1.1M
Addison Advisors LLC 0.30% Reduce -3.8% 4,951 $1.1M
Mitchell Sinkler & Starr 0.29% No change 4,950 $1.1M
Apella Capital, LLC 0.04% Add +3.1% 4,948 $1.1M
Sutton Place Investors LLC 0.63% Add +0.8% 4,947 $1.1M
Pitcairn Co. 0.06% Reduce -1.4% 4,947 $1.1M
Lester Murray Antman dba SimplyRich 0.31% Add +2.2% 4,941 $1.1M
Broderick Brian C 0.21% No change 4,939 $1.1M
West Michigan Advisors, LLC 0.33% Reduce -3.8% 4,937 $1.1M
MRWM Advisors, LLC 0.85% — 4,935 $1.1M
Grant/GrossMendelsohn, LLC 0.56% Add +0.1% 4,894 $1.1M
Pure Financial Advisors, LLC 0.02% Reduce -6.1% 4,877 $1.1M
Park Edge Advisors, LLC 0.31% Add +106.8% 4,865 $1.1M
Flow Traders U.S. LLC 0.04% New 4,858 $1.1M
Baldwin Investment Management, LLC 0.14% Reduce -43.4% 4,836 $1.1M
Lindbrook Capital, LLC 0.10% Add +0.5% 4,836 $1.1M
Ransom Advisory, Ltd 0.49% No change 4,835 $1.1M
Stokes Family Office, LLC 0.11% Add +6.9% 4,833 $1.1M
Sovereign Financial Group, Inc. 0.24% Add +3.9% 4,819 $1.1M
Catalyst Financial Partners LLC 0.20% Add +5.9% 4,818 $1.1M
Aspiriant, LLC 0.04% Add +3.6% 4,814 $1.1M
Operose Advisors LLC 0.36% Reduce -10.3% 4,804 $1.1M
Berkeley Capital Partners, LLC 0.29% Add +1.3% 4,802 $1.1M
Bath Savings Trust Co 0.11% Reduce -5.1% 4,801 $1.1M
Heritage Financial Services, LLC 0.14% Add +2.4% 4,799 $1.1M
Veracity Capital LLC 0.38% Reduce -2.8% 4,798 $1.1M
Clark Wealth Partners 0.82% — 4,798 $1.1M
Benedict Financial Advisors Inc. 0.26% Add +7.3% 4,794 $1.1M
Beacon Investment Advisory Services, Inc. 0.05% Add +0.2% 4,791 $1.1M
Harvest Fund Management Co., Ltd 0.05% Reduce -31.8% 4,772 $1.1M
Monte Financial Group, LLC 0.45% Reduce -3.1% 4,771 $1.0M
Northwest Bank & Trust Co 0.77% Reduce -1.9% 4,609 $1.0M
Pallas Capital Advisors LLC 0.04% Add +3.3% 4,763 $1.0M
SG Americas Securities, LLC 0.00% Reduce -96.5% 4,761 $1.0M
Keystone Financial Group 0.10% Add +31.4% 4,748 $1.0M
Uniting Wealth Partners, LLC 0.50% — 4,729 $1.0M
Acorn Wealth Advisors, LLC 0.43% Reduce -2.9% 4,724 $1.0M
LexAurum Advisors, LLC 0.21% Reduce -1.4% 4,720 $1.0M
Sage Advisors, LLC 0.77% Add +1.1% 4,716 $1.0M
TrueWealth Advisors, LLC 0.35% Reduce -5.2% 4,712 $1.0M
Lake Street Advisors Group, LLC 0.05% Add +7.2% 4,704 $1.0M
M.E. Allison & Co., Inc. 1.14% — 4,704 $1.0M
Burford Brothers, Inc. 0.51% Add +1.6% 4,685 $1.0M
Intergy Private Wealth, LLC 0.38% Add +5.6% 4,685 $1.0M
Sugarloaf Wealth Management, LLC 0.19% No change 4,679 $1.0M
Ridgewood Investments LLC 0.50% Reduce -20.1% 4,673 $1.0M
Northstar Financial Companies, Inc. 0.97% — 4,671 $1.0M
Bank of Stockton 0.31% Reduce -3.0% 4,668 $1.0M
Capital Advisors, Ltd. LLC 0.13% Add +0.2% 4,667 $1.0M
Sfmg, LLC 0.08% Reduce -0.0% 4,653 $1.0M
Howard Financial Services, LTD. 0.14% Add +1.4% 4,648 $1.0M
Joseph P. Lucia & Associates, LLC 0.45% Add +1.2% 4,647 $1.0M
Manchester Financial Inc. 0.22% No change 4,643 $1.0M
LRI Investments, LLC 0.10% Add +4.7% 4,623 $1.0M
Plan Group Financial, LLC 0.54% Add +9.2% 4,619 $1.0M
Country Club Bank 0.07% Add +5.5% 4,608 $1.0M
Winthrop Advisory Group LLC 0.12% Reduce -25.0% 4,613 $1.0M
Natural Investments, LLC 0.28% — 4,605 $1.0M
Cowa, LLC 0.49% Reduce -7.6% 4,601 $1.0M
Carnegie Lake Advisors LLC 0.41% No change 4,600 $1.0M
Centaurus Financial, Inc. 0.06% Reduce -42.0% 4,601 $1.0M
Crewe Advisors LLC 0.14% Reduce -2.1% 4,588 $1.0M
Proathlete Wealth Management LLC 0.38% Add +0.6% 4,586 $1.0M
Los Angeles Capital Management LLC 0.00% Reduce -70.1% 4,583 $1.0M
Powell Investment Advisors, LLC 0.47% Add +0.0% 4,576 $1.0M
Copperwynd Financial, LLC 0.28% Reduce -1.1% 4,569 $1.0M
China Universal Asset Management Co., Ltd. 0.09% Add +38.2% 4,561 $1.0M
Smith Thornton Advisors LLC 0.63% Add +10.4% 4,557 $1.0M
Plotkin Financial Advisors, LLC 0.59% No change 4,552 $1.0M
Sax Wealth Advisors, LLC 0.08% Reduce -2.9% 4,551 $1.0M
YHB Investment Advisors, Inc. 0.08% Add +11.6% 4,549 $1000K
BSW Wealth Partners 0.15% Add +35.4% 4,548 $1000K
Palacios Wealth Management, LLC 1.08% — 4,513 $999K
Osborne Partners Capital Management, LLC 0.06% Reduce -4.3% 4,546 $999K
Cultivar Capital, Inc. 0.87% No change 4,543 $999K
Klingman & Associates, LLC 0.06% Reduce -0.3% 4,540 $998K
Cahill Financial Advisors Inc. 0.13% Reduce -14.6% 4,516 $993K
Citizens & Northern Corp. 0.27% Reduce -62.8% 4,514 $992K
Strategic Financial Services, Inc. 0.06% Reduce -1.2% 4,508 $991K
Ti-Trust, Inc. 0.66% Reduce -0.6% 4,482 $985K
First County Bank 0.55% Reduce -20.4% 4,473 $983K
GDS Wealth Management 0.09% Reduce -10.9% 4,469 $982K
Mill Capital Management, LLC 0.08% No change 4,465 $982K
Bridge Creek Capital Management LLC 0.30% Reduce -0.2% 4,462 $981K
Waddell & Associates, LLC 0.10% No change 4,461 $981K
Koshinski Asset Management, Inc. 0.08% Reduce -7.6% 4,457 $980K
Nicholas Wealth, LLC. 0.53% Add +13.9% 4,504 $979K
Matauro, LLC 0.21% — 4,444 $977K
Mirador Capital Partners LP 0.18% Add +6.6% 4,428 $973K
CJM Wealth Advisers, Ltd. 0.33% Add +0.1% 4,428 $973K
Matrix Private Capital Group LLC 0.55% No change 4,417 $971K
Massachusetts Wealth Management 0.60% Add +17.3% 4,410 $969K
Roman Butler Fullerton & Co. 0.31% Reduce -17.4% 4,320 $968K
Thomasville National Bank 0.07% Add +15.1% 4,402 $968K
Fox Hill Wealth Management 0.55% Add +3.6% 4,401 $967K
Catalyst Funds Management Pty Ltd 0.24% New 4,400 $967K
Washington Capital Management, Inc. 0.76% Reduce -2.2% 4,390 $965K
Accel Wealth Management 0.37% Reduce -0.4% 4,386 $964K
Griffith & Werner, Inc. 0.64% — 4,377 $962K
Balyasny Asset Management L.P. 0.00% Reduce -82.8% 4,363 $959K
Rational Advisors, Inc. 0.10% Reduce -31.5% 4,353 $957K
BBR Partners, LLC 0.07% Reduce -4.2% 4,348 $956K
Johnson & White Wealth Management, LLC 0.58% New 4,334 $953K
Motco 0.10% Add +2.1% 4,335 $953K
High Net Worth Advisory Group LLC 0.26% Reduce -2.0% 4,306 $947K
Board of the Pension Protection Fund 1.09% — 4,300 $945K
Paradigm Capital Management Inc. 0.04% No change 4,300 $945K
Boston Family Office LLC 0.06% Reduce -2.2% 4,294 $944K
Beverly Hills Private Wealth, LLC 0.19% Reduce -2.4% 4,289 $943K
Sound Financial Strategies Group, LLC 0.79% Add +7.7% 4,288 $943K
Agate Pass Investment Management, LLC 0.43% New 4,283 $942K
R.m.sincerbeaux Capital Management LLC 0.56% Reduce -5.2% 4,273 $939K
Verus Financial Partners, Inc. 0.11% Add +26.8% 4,265 $937K
Waterloo Capital, L.P. 0.10% Reduce -26.3% 4,260 $936K
Geller Advisors LLC 0.06% Add +3.2% 4,248 $934K
Cutter & CO Brokerage, Inc. 0.23% Reduce -6.5% 4,247 $934K
Capital International Sarl 0.02% New 4,237 $931K
Cranbrook Wealth Management, LLC 0.22% No change 4,236 $931K
Drum Hill Capital, LLC 1.17% — 4,235 $931K
Blossom Wealth Management 1.79% Reduce -10.8% 4,226 $929K
DF Dent & Co. Inc. 0.01% Reduce -0.3% 4,219 $927K
Peoples Financial Services Corp. 0.43% Reduce -1.6% 4,219 $927K
Wrapmanager Inc. 0.24% New 4,217 $927K
AssuredPartners Investment Advisors, LLC 0.18% — 4,214 $926K
IMZ Advisory Inc 0.42% No change 4,212 $926K
Missouri Trust & Investment Co 0.33% No change 4,212 $926K
Secure Asset Management, LLC 0.14% Add +55.1% 4,209 $925K
Delos Wealth Advisors, LLC 0.74% No change 4,200 $923K
William B. Walkup & Associates, Inc. 0.58% No change 4,200 $923K
Cornerstone Advisory, LLC 0.10% Add +10.3% 3,523 $920K
Severin Investments, LLC 0.92% — 4,185 $920K
Traphagen Investment Advisors LLC 0.09% Add +31.6% 4,178 $919K
Chatham Capital Group, Inc. 0.15% Add +62.1% 4,157 $914K
Cape Investment Advisory, Inc. 0.36% Add +0.7% 4,152 $913K
PKS Advisory Services, LLC 0.23% — 4,149 $912K
Argent Advisors, Inc. 0.34% Reduce -5.0% 4,145 $911K
VAUGHAN & Co SECURITIES, INC. 0.55% Reduce -4.9% 4,143 $911K
Nicolet Bankshares Inc. 0.18% Reduce -52.6% 4,143 $911K
LifePlan Investment Advisors, Inc. 0.56% No change 4,135 $909K
Petros Family Wealth, LLC 0.98% — 4,125 $907K
Post Resch Tallon Group Inc. 0.87% — 4,102 $902K
Quotient Wealth Partners, LLC 0.03% Add +3.0% 4,101 $902K
Port Capital LLC 0.04% Reduce -0.6% 4,091 $899K
Patriot Financial Group Insurance Agency, LLC 0.12% Reduce -0.8% 4,089 $899K
Continuum Advisory, LLC 0.11% Add +0.3% 4,078 $897K
Legacy Capital Group California, Inc. 0.27% Reduce -0.7% 4,078 $896K
IFG Advisory, LLC 0.05% New 4,068 $894K
My Legacy Advisors, LLC 0.35% Reduce -1.5% 4,063 $894K
Oak Asset Management, LLC 0.33% Reduce -0.3% 4,067 $894K
Walled Lake Planning & Wealth Management, LLC 0.33% Add +0.5% 4,063 $893K
Linden Thomas Advisory Services, LLC 0.11% Add +32.0% 4,058 $892K
Dopkins Wealth Management, LLC 0.45% Add +12.3% 4,041 $888K
Archvest Wealth Advisors, Inc. 0.64% Add +0.3% 4,034 $887K
Firestone Capital Management 0.22% No change 4,012 $882K
Heartland Bank & Trust Co 0.48% Reduce -2.8% 4,010 $882K
Accredited Investors Inc. 0.05% Add +0.8% 4,005 $880K
AMJ Financial Wealth Management 0.24% Reduce -0.5% 4,004 $880K
City State Bank 0.31% Add +6.7% 4,001 $880K
BXM Wealth LLC 1.23% — 3,999 $879K
FNY Investment Advisers, LLC 0.46% New 4,002 $879K
OneAscent Financial Services LLC 0.07% Add +6.9% 3,991 $877K
Cullen Investment Group, LTD. 0.13% Add +3.2% 3,985 $876K
First Bancorp, Inc 0.60% Reduce -1.2% 3,981 $875K
Wealth Dimensions Group, Ltd. 0.21% Add +1.0% 3,972 $873K
Gilliland Jeter Wealth Management LLC 0.29% Add +0.1% 3,970 $873K
Investment Partners, LTD. 0.36% Reduce -1.0% 3,954 $869K
Weatherly Asset Management L. P. 0.08% No change 3,943 $867K
Rinkey Investments 0.28% Add +2.1% 3,941 $866K
InTrack Investment Management Inc 0.60% Reduce -8.0% 3,978 $866K
Manske Wealth Management 0.34% — 3,939 $866K
Oxford Financial Group, LTD. LLC 0.06% Reduce -2.1% 3,937 $865K
Balefire, LLC 0.30% Reduce -20.4% 3,932 $865K
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -1.9% 3,918 $861K
Portfolio Design Labs, LLC 0.18% Add +232.8% 3,917 $861K
Quadcap Wealth Management, LLC 0.13% Add +19.5% 3,903 $858K
Reliant Investment Management, LLC 0.38% No change 3,900 $857K
Werba Rubin Papier Wealth Management 0.20% Add +0.3% 3,867 $850K
Keynote Financial Services LLC 0.66% Add +0.7% 3,866 $850K
Congress Park Capital LLC 0.31% No change 3,863 $849K
Main Street Group, LTD 0.36% Reduce -47.3% 3,856 $848K
River Global Investors LLP 0.16% Reduce -44.8% 3,853 $848K
Oder Investment Management, LLC 0.70% Reduce -18.4% 3,849 $846K
Gilbert & Cook, Inc. 0.12% Add +6.2% 3,834 $843K
Weil Company, Inc. 0.29% Add +0.6% 3,826 $841K
Stephens Consulting, LLC 0.21% Reduce -4.4% 3,825 $841K
Fortem Financial Group, LLC 0.33% Add +0.7% 3,817 $839K
Catalina Capital Group, LLC 0.28% Add +4.3% 3,811 $838K
Phillips Wealth Planners LLC 0.84% Reduce -1.0% 3,811 $837K
Retirement Planning Co of New England, Inc. 0.41% Reduce -1.7% 3,808 $837K
Interchange Capital Partners, LLC 0.30% No change 3,797 $835K
Capital Investment Counsel, Inc 0.13% Reduce -1.3% 3,797 $835K
Centiva Capital, LP 0.03% Reduce -42.4% 3,791 $833K
Gries Financial LLC 0.15% Reduce -1.4% 3,790 $833K
HBW Advisory Services LLC 0.09% Reduce -1.0% 3,788 $833K
Heritage Wealth Advisors 0.04% Reduce -7.1% 3,787 $832K
Blue Chip Partners, LLC 0.07% Add +4.7% 3,786 $832K
Gallagher Fiduciary Advisors, LLC 0.16% Add +11.2% 3,782 $831K
Sentry Investment Management LLC 0.40% Reduce -14.0% 3,781 $831K
Quent Capital, LLC 0.09% Reduce -11.7% 3,779 $831K
Harvest Portfolios Group Inc. 0.03% Add +41.1% 3,777 $830K
First Western Trust Bank 0.04% Reduce -5.5% 3,767 $828K
Dempze Nancy E 0.48% No change 3,760 $827K
Beacon Bank & Trust 0.19% Reduce -7.4% 3,759 $826K
Planned Solutions, Inc. 0.34% Reduce -0.2% 3,758 $826K
Cornerstone Wealth Group, LLC 0.07% Add +2.3% 3,757 $826K
Retirement Investment Advisors, Inc. 0.09% Add +42.0% 3,750 $824K
Spirepoint Private Client, LLC 0.10% Reduce -0.3% 3,748 $824K
Strategic Financial Concepts, LLC 0.16% Add +25.7% 3,743 $823K
Wealth Architects, LLC 0.09% Reduce -0.9% 3,741 $822K
Olistico Wealth, LLC 0.48% Add +13.7% 3,740 $822K
Libra Wealth LLC 0.32% Add +24.7% 3,732 $820K
Composition Wealth, LLC 0.02% Add +138.0% 3,730 $820K
WMS Partners, LLC 0.05% Reduce -3.2% 3,725 $819K
Destination Wealth Management 0.03% Add +61.8% 3,720 $818K
West Family Investments, Inc. 0.28% Reduce -1.2% 3,719 $818K
Wallace Advisory Group, LLC 0.56% Add +17.1% 3,692 $816K
Soltis Investment Advisors LLC 0.08% Add +19.9% 3,704 $814K
Global Trust Asset Management, LLC 0.31% Reduce -4.6% 3,699 $813K
Mountain Pacific Investment Advisers LLC 0.06% No change 3,672 $807K
JB Capital LLC 0.05% Reduce -0.3% 3,669 $807K
Institute for Wealth Management, LLC. 0.10% Reduce -3.0% 3,659 $804K
Wimmer Associates 1, LLC 0.40% No change 3,658 $804K
Investment Advisory Services Inc. /TX 0.28% Add +4.7% 3,657 $804K
First Command Advisory Services, Inc. 0.01% Reduce -2.1% 3,657 $804K
Autumn Glory Partners, LLC 0.39% Reduce -42.0% 3,653 $803K
Horizon Kinetics Asset Management LLC 0.01% No change 3,650 $802K
Sachetta, LLC 0.32% Reduce -0.0% 3,645 $801K
McAdam, LLC 0.04% Add +2.0% 3,640 $800K
MTM Investment Management, LLC 0.31% Add +0.1% 3,634 $799K
Cornerstone Advisors Asset Management, LLC 0.17% Add +0.1% 3,631 $798K
Creative Financial Designs Inc. 0.06% Reduce -32.9% 3,630 $798K
SignalPoint Asset Management, LLC 0.19% Reduce -1.4% 3,630 $798K
MBL Wealth, LLC 0.08% Add +0.5% 3,621 $796K
Bedel Financial Consulting, Inc. 0.11% Reduce -5.3% 3,017 $794K
City Holding Co. 0.11% Reduce -11.9% 3,613 $794K
Invictus Private Wealth, LLC 0.06% Reduce -5.6% 3,609 $793K
Wealthspire Retirement, LLC 0.06% Reduce -6.9% 3,606 $793K
Valley National Advisers Inc. 0.14% Reduce -74.0% 3,603 $792K
Lafayette Investments, Inc. 0.17% Add +0.5% 3,602 $792K
New Hampshire Trust 0.17% No change 3,601 $792K
Fortitude Advisory Group L.L.C. 0.48% Add +0.2% 3,601 $792K
Signature Wealth Management Partners, LLC 0.54% Add +0.1% 3,588 $789K
Oldfather Financial Services, LLC 0.30% No change 3,587 $789K
Greenfield Savings Bank 0.38% Reduce -0.8% 3,585 $788K
Houlihan Financial Resource Group, Ltd. 0.34% Add +0.1% 3,586 $788K
Boit C F David 0.40% No change 3,584 $788K
W.G. Shaheen & Associates DBA Whitney & Co 0.08% Reduce -11.7% 3,582 $788K
CLG LLC 0.28% — 3,581 $787K
SMART Wealth LLC 0.28% Reduce -6.9% 3,578 $787K
Northwest Financial Advisors 0.65% Add +0.5% 3,566 $784K
Angeles Wealth Management, LLC 0.06% Add +18.1% 3,556 $782K
Selway Asset Management 0.31% New 3,550 $780K
Lynx Investment Advisory 0.53% Add +2.5% 3,549 $780K
Shum Financial Group, Inc. 0.67% Reduce -2.4% 3,542 $779K
Laidlaw Wealth Management LLC 0.34% Add +2.7% 3,539 $778K
Vista Investment Partners Ii, LLC 0.46% — 3,536 $777K
EverSource Wealth Advisors, LLC 0.04% Add +32.7% 3,536 $777K
Roof Eidam Maycock Peralta, LLC 0.20% No change 3,535 $777K
GS Investments, Inc. 0.35% No change 3,525 $775K
Saxon Interests, Inc. 0.34% Add +1.0% 3,524 $775K
Retirement Planning Group, LLC 0.04% Add +25.7% 3,515 $773K
Worth Asset Management, LLC 0.41% Reduce -60.8% 3,508 $771K
Kathmere Capital Management, LLC 0.07% Add +91.3% 3,506 $771K
Drake & Associates, LLC 0.22% New 3,051 $770K
Burling Wealth Partners, LLC 0.16% — 3,500 $769K
St. Louis Trust Co 0.11% No change 3,500 $769K
Walter & Keenan Wealth Management LLC /in/ 0.23% Add +0.7% 3,493 $768K
Fort Point Capital Partners LLC 0.09% Reduce -1.0% 3,486 $766K
Fiera Capital Corp 0.00% Reduce -15.3% 3,477 $764K
DMC Group, LLC 0.62% Add +8.8% 3,475 $764K
Geometric Wealth Advisors 0.14% Reduce -2.2% 3,469 $763K
Holistic Financial Partners 0.38% Add +0.4% 3,464 $761K
Promethium Advisors,llc 0.52% No change 3,463 $761K
RiverFront Investment Group, LLC 0.02% Add +4.6% 3,450 $758K
Smart Portfolios, LLC 0.79% Reduce -1.0% 3,446 $758K
Financial Advisors Network, Inc. 0.13% — 3,446 $757K
Auxano Advisors, LLC 0.19% Reduce -1.0% 3,436 $755K
Legal Advantage Investments, Inc. 0.40% Reduce -1.4% 3,434 $755K
Resonant Capital Advisors, LLC 0.06% Add +7.0% 3,429 $754K
Insight 2811, Inc. 0.39% Reduce -0.9% 3,424 $753K
Kendall Capital Management 0.22% Reduce -3.5% 3,424 $753K
Sonata Capital Group Inc. 0.31% Add +39.9% 3,420 $752K
Somerville Kurt F 0.13% No change 3,412 $750K
Bluespring Wealth Management, LLC 0.08% Reduce -0.1% 3,412 $750K
Creekside Partners 0.39% Add +0.1% 3,388 $745K
Curbstone Financial Management Corp 0.16% Add +9.6% 3,388 $745K
Ignite Planners, LLC 0.16% Add +0.8% 3,341 $744K
Family Firm, Inc. 0.17% Add +0.1% 3,382 $744K
Platform Technology Partners 0.23% Add +0.0% 3,380 $743K
Kolinsky Wealth Management, LLC 0.45% Add +3.4% 3,379 $743K
LMG Wealth Partners, LLC 0.16% Add +0.9% 3,369 $741K
Opinicus Capital, Inc. 0.62% Add +0.7% 3,356 $738K
Eagle Bay Advisors LLC 0.46% Reduce -2.6% 3,356 $738K
Baron Financial Group, LLC 0.46% Add +0.1% 3,349 $736K
Wincap Financial LLC 0.75% — 3,344 $735K
Cardiff Park Advisors, LLC 0.07% Reduce -0.6% 3,342 $735K
Hutchinson Capital Management 0.14% No change 3,332 $732K
BIP Wealth, LLC 0.05% Add +6.4% 3,326 $731K
Medallion Wealth Advisors, LLC 0.36% — 3,304 $730K
Pinnacle Wealth Planning Services, Inc. 0.11% Reduce -38.6% 3,319 $730K
Hemenway Trust Co LLC 0.06% Reduce -0.6% 3,316 $729K
Twin Capital Management Inc. 0.08% Add +1.8% 3,315 $729K
Boston Trust Walden Corp 0.01% No change 3,302 $726K
Charles Schwab Trust Co 0.06% Add +58.4% 3,300 $725K
Graves Light Lenhart Wealth, Inc. 0.09% Add +0.0% 3,300 $725K
Maple Capital Management, Inc. 0.05% Reduce -8.3% 3,299 $725K
Facet Wealth, Inc. 0.02% Reduce -1.0% 2,873 $725K
Kestra Investment Management, LLC 0.03% Add +8.4% 3,297 $725K
Avity Investment Management Inc. 0.06% No change 3,295 $724K
FWG Investments, LLC. 0.56% Reduce -0.1% 3,291 $724K
Trueblood Wealth Management, LLC 0.36% Add +18.8% 3,287 $722K
Breakwater Capital Group 0.14% Add +17.8% 3,279 $721K
Abacus Planning Group, Inc. 0.13% Add +0.2% 3,279 $721K
McGlone Suttner Wealth Management, Inc. 0.12% Add +7.6% 3,271 $719K
Fortress Private Ledger, LLC 0.44% — 3,261 $717K
First United Bank & Trust 0.26% Reduce -0.8% 3,248 $714K
Smith, Moore & Co. 0.07% Reduce -5.9% 3,245 $713K
Sawyer & Company, Inc 0.26% Reduce -9.4% 3,244 $713K
Wealth Quarterback LLC 0.33% Reduce -5.4% 3,240 $712K
Glen Eagle Advisors, LLC 0.12% Add +44.7% 3,236 $711K
Kades & Cheifetz LLC 0.36% Reduce -39.2% 3,230 $710K
Bouchey Financial Group, Ltd. 0.06% Add +0.4% 3,228 $710K
Mechanics Financial Corp 0.32% No change 3,225 $709K
Outfitters Financial LLC 0.57% Reduce -1.5% 3,222 $708K
Wealth Group, Ltd. 0.46% Add +28.5% 3,219 $708K
Montz Harcus Wealth Management LLC 0.40% Add +0.7% 3,216 $707K
Cordgrass Capital Advisors, LLC 0.21% Reduce -11.7% 3,215 $707K
Boston Research & Management Inc. 0.17% Reduce -27.5% 3,213 $706K
LCNB Corp. 0.26% Reduce -3.0% 3,213 $706K
Stonebridge Financial Group, LLC 0.08% — 3,210 $706K
Parr McKnight Wealth Management Group, LLC 0.10% — 3,209 $705K
Generali Investments, Management Co LLC 0.18% — 3,207 $705K
Sand Hill Global Advisors, LLC 0.03% Reduce -1.7% 3,207 $705K
Versor Investments LP 0.12% New 3,202 $704K
Roth Financial Partners LLC 0.28% No change 3,200 $703K
First National Corp. /Ma/ 0.16% Reduce -3.3% 3,187 $701K
BlueSky Wealth Advisors, LLC 0.11% No change 3,186 $700K
Warwick Investment Management, Inc. 0.14% Add +0.4% 3,182 $700K
Wealthstar Advisors, LLC 0.30% — 3,157 $694K
Howe & Rusling Inc. 0.06% Reduce -2.7% 3,147 $692K
Allred Capital Management, LLC 0.27% Add +0.2% 3,144 $691K
Beach Investment Counsel Inc. 0.09% Reduce -13.8% 3,144 $691K
Lewis Asset Management, LLC 0.53% Reduce -9.1% 3,143 $691K
Norris Perne & French LLP 0.05% No change 3,136 $689K
Bond & Devick Financial Network, Inc. 0.29% No change 3,115 $689K
MV Capital Management, Inc. 0.07% Reduce -0.0% 3,132 $689K
Ascentis Wealth Management, LLC 0.24% Reduce -7.3% 3,132 $689K
Sittner & Nelson, LLC 0.30% Add +61.5% 3,125 $687K
First Affirmative Financial Network 0.40% Add +1.5% 3,123 $687K
Oak Hill Wealth Advisors, LLC 0.16% — 3,121 $686K
Bison Wealth, LLC 0.15% Reduce -47.9% 3,109 $684K
Dana Investment Advisors, Inc. 0.02% Reduce -1.1% 3,108 $683K
Teamwork Financial Advisors, LLC 0.09% Reduce -54.4% 3,107 $683K
Jackson, Grant Investment Advisers, Inc. 0.26% Reduce -32.3% 3,097 $681K
Kennedy Investment Group, Inc. 0.31% Add +0.1% 3,093 $680K
Persium Advisors, LLC 0.67% — 3,088 $679K
LifeGuide Financial Advisors, LLC 0.29% No change 3,087 $679K
Pekin Hardy Strauss, Inc. 0.09% Reduce -0.8% 3,078 $677K
Reik & Co., LLC 0.16% No change 3,072 $675K
Legacy Private Trust Co. 0.04% Add +2.5% 3,070 $675K
Tyche Wealth Partners LLC 0.14% Add +5.0% 3,065 $674K
Beacon Financial Group 0.07% Reduce -6.8% 3,062 $673K
Elite Financial, Inc. 0.36% — 3,064 $673K
Center for Financial Planning, Inc. 0.09% No change 3,061 $673K
Alta Advisers Ltd 0.42% Add +22.2% 3,055 $672K
Clark Estates Inc. 0.13% No change 3,055 $672K
Harmony Asset Management LLC 0.27% Reduce -5.3% 3,054 $671K
Intellectus Partners, LLC 0.15% Reduce -38.5% 3,048 $670K
Harbour Trust & Investment Management Co 0.08% Reduce -0.7% 3,047 $670K
Burns J W & Co. Inc. 0.09% Reduce -0.8% 3,046 $670K
Earnest Partners LLC 0.00% Reduce -2.7% 3,042 $669K
Indiana Trust & Investment Management Co 0.23% Reduce -3.2% 3,040 $668K
Vicus Capital 0.06% Reduce -0.6% 3,038 $668K
Harbor Advisory Corp. 0.22% No change 3,036 $667K
LVZ, Inc. 0.09% Add +19.8% 3,026 $665K
First National Bank Sioux Falls 0.28% No change 3,025 $665K
Sandy Cove Advisors, LLC 0.26% Add +4.1% 3,023 $665K
Bellecapital International Ltd. 0.12% Reduce -0.8% 3,021 $664K
WBH Advisory Inc. 0.06% Reduce -4.5% 3,020 $664K
Bantamac Capital, LLC 0.30% Reduce -4.9% 3,019 $664K
Seeds Investor LLC 0.19% Add +6.6% 3,018 $663K
ESL Trust Services, LLC 0.15% Add +1613.6% 3,016 $663K
Reyes Financial Architecture, Inc. 0.52% — 3,015 $663K
Trinity Legacy Partners, LLC 0.17% No change 3,015 $663K
Piscataqua Savings Bank 0.57% No change 3,013 $662K
Tyler-Stone Wealth Management 0.12% Add +24.1% 3,012 $662K
Kelly Lawrence W & Associates Inc. 0.16% No change 3,008 $661K
WMG Financial Advisors, LLC 0.28% Add +0.1% 3,001 $660K
Shay Capital LLC 0.16% New 3,000 $659K
Armstrong Advisory Group, Inc. 0.05% Add +20.1% 2,997 $659K
Navis Wealth Advisors, LLC 0.72% Add +1.3% 2,991 $658K
Brown, Lisle/Cummings, Inc. 0.20% Add +5.0% 2,989 $657K
McDaniel Terry & Co. 0.05% No change 2,990 $657K
Davidson Trust Co. 0.34% Reduce -10.7% 2,983 $656K
Evoke Wealth, LLC 0.02% Add +1.2% 2,982 $656K
Eads & Heald Wealth Management 0.32% Reduce -4.8% 2,981 $655K
Emergent Wealth Advisors, LLC 0.47% Add +2.7% 2,975 $654K
Full Sail Capital, LLC 0.04% No change 2,971 $653K
E&G Advisors, LLC 0.18% Reduce -3.3% 2,970 $653K
Woodard & Co. Asset Management Group Inc. 0.14% Reduce -15.6% 2,970 $653K
Cohen Investment Advisors LLC 0.39% Add +0.3% 2,967 $652K
Opal Wealth Advisors, LLC 0.20% Add +12.1% 2,964 $651K
Capstone Wealth Management Group LLC 0.49% — 2,963 $651K
Round Hill Asset Management 0.46% Reduce -46.4% 2,953 $649K
Shepherd Kaplan Krochuk, LLC 0.54% Add +0.2% 2,952 $649K
Intrua Financial, LLC 0.11% Reduce -11.1% 2,950 $649K
Woodmont Investment Counsel LLC 0.05% Add +12.9% 2,949 $648K
First Foundation Advisors 0.02% Add +2.6% 2,941 $647K
SOA Wealth Advisors, LLC. 0.12% Reduce -6.4% 2,939 $646K
Professional Advisory Services Inc. 0.08% No change 2,933 $645K
Hengehold Capital Management LLC 0.06% Reduce -1.0% 2,928 $644K
Causey Wealth LLC 0.37% — 2,923 $643K
Astoria Portfolio Advisors LLC. 0.23% Reduce -2.5% 2,941 $640K
Nemes Rush Group LLC 0.08% Add +2.7% 2,913 $640K
Cooper/Haims Advisors, LLC 0.36% Reduce -3.6% 2,912 $640K
Kiker Wealth Management, LLC 0.52% — 2,901 $638K
L.K. Benson & Company, P.C. 0.45% — 2,900 $638K
DLK Investment Management, LLC 0.27% No change 2,894 $636K
Morris Financial Concepts, Inc. 0.27% Add +0.2% 2,890 $635K
Howard Capital Management Group, LLC 0.04% No change 2,886 $634K
Harvey Investment Co. LLC 0.07% No change 2,882 $634K
Novare Capital Management LLC 0.05% Add +21.6% 2,881 $633K
Quantum Financial Advisors, LLC 0.10% No change 2,880 $633K
Planning Alternatives Ltd. 0.10% No change 2,869 $631K
Retireful, LLC 0.35% New 2,861 $629K
D'Orazio & Associates, Inc. 0.09% Add +0.5% 2,859 $629K
Aberdeen Wealth Management LLC 0.43% No change 2,859 $628K
Stoneridge Investment Partners LLC 0.22% New 2,857 $628K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.25% No change 2,855 $628K
Clear Harbor Asset Management, LLC 0.05% Add +22.8% 2,853 $627K
Francis Financial, Inc. 0.16% Add +25.4% 3,328 $626K
Duncan Williams Asset Management, LLC 0.25% Add +168.4% 2,845 $625K
One Charles Private Wealth Services, LLC 0.21% No change 2,839 $624K
Sapient Capital LLC 0.01% Add +3.0% 2,832 $623K
Wealthstream Advisors, Inc. 0.11% Add +12.1% 2,823 $620K
Aviance Capital Partners, LLC 0.09% Add +20.8% 2,822 $620K
Cromwell Holdings LLC 0.36% Add +4.6% 2,821 $620K
ARS Investment Partners, LLC 0.06% No change 2,821 $620K
Crescent Grove Advisors, LLC 0.06% No change 2,814 $619K
KG Capital Management 0.20% Add +0.2% 2,828 $618K
One Capital Management, LLC 0.02% Reduce -5.0% 2,796 $615K
GPS Wealth Strategies Group, LLC 0.08% Reduce -43.5% 2,789 $613K
Boltwood Capital Management 0.19% Reduce -42.8% 2,782 $612K
Magnolia Capital Advisors LLC 0.16% Add +25.4% 2,781 $611K
FourThought Financial Partners, LLC 0.06% New 2,775 $610K
Magnus Financial Group LLC 0.06% Reduce -1.9% 2,761 $607K
Strategic Investment Solutions, Inc. 0.20% Add +0.1% 3,273 $607K
Amplius Wealth Advisors, LLC 0.06% Reduce -7.9% 2,758 $606K
Aljian Capital Management, LLC 0.13% Reduce -0.2% 2,757 $606K
Coston, McIsaac & Partners 0.18% Reduce -2.9% 2,759 $606K
Anb Bank 0.27% — 2,751 $605K
Appleton Partners Inc. 0.04% Reduce -29.8% 2,749 $604K
FSM Wealth Advisors, LLC 0.15% Add +4.2% 2,707 $603K
Saratoga Research & Investment Management 0.03% Reduce -7.8% 2,738 $602K
Mb, Levis & Associates, LLC 0.30% Add +0.1% 2,730 $600K
HFG Advisors, Inc. 0.52% No change 2,727 $599K
Smith Shellnut Wilson LLC 0.27% Add +7.8% 2,725 $599K
Greenwood Gearhart LLC 0.04% Reduce -3.5% 2,718 $597K
Country Trust Bank 0.01% No change 2,713 $596K
Tortoise Investment Management, LLC 0.06% Add +3.8% 2,712 $596K
Black Diamond Financial, LLC 0.09% New 2,704 $594K
Eagle Capital Management LLC 0.00% No change 2,700 $594K
Barrett & Company, Inc. 0.25% Add +0.2% 2,693 $592K
Unique Wealth Strategies, LLC 0.26% Add +10.7% 2,690 $591K
Proficio Capital Partners LLC 0.05% Add +81.5% 2,686 $591K
Spirit of America Management Corp. 0.12% No change 2,668 $587K
Pegasus Asset Management, Inc. 0.22% Add +6.1% 2,667 $586K
Willis Johnson & Associates, Inc. 0.04% Reduce -15.7% 2,665 $586K
Wernau Asset Management Inc. 0.57% — 2,664 $586K
Fulton Breakefield Broenniman LLC 0.04% Add +0.0% 2,653 $583K
Investment Advisory Group, LLC 0.20% Reduce -16.2% 2,648 $582K
Wayfinding Financial, LLC 0.31% New 2,649 $582K
Truvestments Capital LLC 0.15% Add +2.4% 2,639 $580K
Aire Advisors, LLC 0.12% Add +0.8% 2,622 $576K
TriaGen Wealth Management LLC 0.19% No change 2,619 $576K
Private Wealth Partners, LLC 0.04% Reduce -18.2% 2,604 $572K
Aventura Private Wealth, LLC 0.31% — 2,601 $572K
Eldridge Investment Advisors, Inc. 0.13% No change 2,597 $571K
Optas, LLC 0.12% Add +2.0% 2,596 $571K
Certior Financial Group, LLC 0.51% — 2,594 $570K
626 Financial, LLC 0.31% No change 2,589 $569K
Towercrest Capital Management 0.09% No change 2,587 $569K
Doheny Asset Management 0.42% No change 2,585 $568K
Realta Investment Advisors 0.23% Add +110.1% 2,548 $567K
Convergence Financial, LLC 0.11% Add +78.1% 2,573 $566K
Fenimore Asset Management Inc 0.01% No change 2,573 $566K
Visionary Wealth Advisors 0.03% Reduce -3.5% 2,567 $564K
Northstar Advisory Group, LLC 0.29% Reduce -7.1% 2,554 $561K
Global X Japan Co., Ltd. 0.07% Add +11.3% 2,551 $561K
Ashton Thomas Securities, LLC 0.15% Add +89.6% 2,543 $560K
Charter Oak Capital Management, LLC 0.05% Add +4.8% 2,540 $558K
Horizon Wealth Management, LLC 0.10% Add +9.4% 2,526 $555K
Penbrook Management LLC 0.38% Reduce -3.8% 2,525 $555K
Integrity Financial Corp 0.32% Add +16.0% 2,525 $555K
Silver Lake Advisory, LLC 0.24% Add +39.5% 2,522 $554K
Signal Advisors Wealth, LLC 0.06% Add +5.5% 2,519 $554K
Boyd Watterson Asset Management LLC 0.15% Reduce -0.2% 2,507 $551K
Goldstone Financial Group, LLC 0.09% Add +3.4% 2,504 $551K
KFA Private Wealth Group, LLC 0.23% Add +24.1% 2,503 $550K
Ballast Advisors LLC 0.17% Reduce -0.6% 2,500 $550K
Fairview Capital Investment Management, LLC 0.03% Add +25.0% 2,498 $549K
Weaver Consulting Group 0.17% No change 2,496 $549K
FIL Ltd 0.00% Add +7.8% 2,493 $548K
Crestline Management, L.P. 0.02% Reduce -54.4% 2,492 $548K
United Asset Strategies, Inc. 0.05% Add +0.1% 2,486 $547K
Beacon Capital Management, LLC 0.07% Add +2.7% 2,486 $546K
Buffington Mohr McNeal 0.09% Add +25.0% 2,483 $546K
Asset Advisors Investment Management, LLC 0.06% Reduce -13.9% 2,483 $546K
Two Sigma Investments, LP 0.00% Reduce -3.3% 2,481 $545K
CYBER HORNET ETFs LLC 0.52% Add +2.5% 2,479 $545K
Orion Capital Management LLC 0.24% Reduce -5.7% 2,479 $545K
Builder Investment Group Inc. 0.15% No change 2,475 $544K
Tealwood Asset Management Inc. 0.23% Add +19.6% 2,474 $544K
FCG Investment Co 0.33% No change 2,471 $543K
Columbia Bank 0.19% Add +9.3% 2,492 $543K
Capital Advisors Wealth Management, LLC 0.10% Reduce -15.4% 2,465 $542K
D. Scott Neal, Inc. 0.30% Reduce -0.2% 2,461 $541K
Private Capital Management LLC 0.11% Reduce -9.5% 2,460 $541K
Magnolia Capital Management Ltd. 0.43% No change 2,457 $540K
Am Investment Strategies LLC 0.13% Add +2.8% 2,456 $540K
SOL Capital Management CO 0.06% Reduce -52.2% 2,459 $540K
Grove Street Fiduciary, LLC 0.28% — 2,454 $539K
Bigelow Investment Advisors, LLC 0.25% Reduce -0.6% 2,451 $539K
Gibbs Wealth Management 0.15% Add +14.8% 2,451 $539K
Ethos Financial Group, LLC 0.07% Reduce -3.8% 2,411 $537K
Trillium Asset Management, LLC 0.01% Reduce -2.1% 2,442 $537K
Brendel Financial Advisors LLC 0.32% No change 2,438 $536K
Five Oceans Advisors 0.25% Reduce -7.7% 2,434 $535K
Financial Futures Ltd Liability Co. 0.30% Reduce -8.6% 2,432 $535K
Acorn Financial Advisory Services Inc. 0.09% Add +0.2% 2,428 $534K
Scientech Research LLC 0.15% New 2,426 $533K
McGowan Group Asset Management, Inc. 0.07% Add +18.7% 2,426 $533K
Wilson & Boucher Capital Management, LLC 0.38% Reduce -3.1% 2,425 $533K
Northwest Quadrant Wealth Management, LLC 0.12% Add +5.7% 2,424 $533K
Gryphon Financial Partners LLC 0.08% Reduce -6.3% 2,421 $532K
Optimum Investment Advisors 0.23% Reduce -11.4% 2,414 $531K
MFA Wealth Services 0.42% — 2,408 $529K
First Interstate Bank 0.03% Reduce -8.3% 2,408 $529K
Guardian Investment Management 0.38% Reduce -13.5% 2,400 $528K
Mogy Joel R Investment Counsel Inc. 0.03% No change 2,400 $528K
Aristotle Atlantic Partners, LLC 0.02% No change 2,400 $528K
Future Financial Wealth Managment LLC 0.39% Add +0.1% 2,396 $527K
Rowlandmiller & Partners.adv 0.11% No change 2,393 $526K
Waterfront Wealth Inc. 0.13% Add +2.0% 2,393 $526K
Prossimo Advisors, LLC 0.38% Add +0.3% 2,395 $526K
Per Stirling Capital Management, LLC. 0.07% No change 2,381 $523K
Moore Capital Management, LP 0.01% New 2,379 $523K
Tower Wealth Partners, Inc. 0.27% Add +1.9% 2,376 $522K
4WEALTH Advisors, Inc. 0.53% — 2,375 $522K
MBM Wealth Consultants, LLC 0.16% Add +1.3% 2,370 $521K
West Bancorporation Inc. 0.34% No change 2,365 $520K
Wescott Financial Advisory Group, LLC 0.05% Add +4.5% 2,363 $519K
Lokken Investment Group LLC 0.22% Add +3.3% 2,361 $519K
Financial Advisors, LLC 0.10% Add +18.7% 2,357 $518K
Chesapeake Wealth Management 0.18% Reduce -0.4% 2,354 $517K
Southland Equity Partners LLC 0.12% Add +6.9% 2,353 $517K
Rench Wealth Management, Inc. 0.18% Add +3.7% 2,352 $517K
Independent Investors Inc. 0.10% No change 2,350 $517K
HTLF Bank 0.06% No change 2,341 $515K
RS Crum Inc. 0.13% Add +0.6% 2,335 $513K
Roundview Capital LLC 0.04% Add +11.6% 2,334 $513K
Financial Security Advisor, Inc. 0.13% Reduce -1.5% 2,331 $512K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.13% Add +2.2% 2,328 $512K
Saturna Capital Corp. 0.01% Add +9.5% 2,324 $511K
Lineweaver Wealth Advisors, LLC 0.09% Add +0.2% 2,321 $511K
Cadinha & Co. LLC 0.08% Reduce -7.9% 2,320 $510K
Walkner Condon Financial Advisors LLC 0.10% Reduce -5.1% 2,319 $510K
Watts Gwilliam & Co., LLC 0.11% Add +0.2% 2,274 $509K
Hemington Wealth Management 0.13% Add +7.6% 2,316 $509K
King Wealth Management Group 0.07% Reduce -35.1% 2,314 $509K
Patrick M Sweeney & Associates, Inc. 0.38% Add +0.2% 2,314 $509K
Ariadne Wealth Management, LP 0.23% Add +13.6% 2,024 $508K
West Branch Capital LLC 0.16% Add +151.9% 2,305 $507K
Talbot Financial, LLC 0.06% Reduce -1.8% 2,300 $506K
SYM FINANCIAL Corp 0.07% Add +27.5% 2,299 $505K
Oakworth Capital, Inc. 0.03% Add +0.0% 2,295 $505K
Centric Wealth Management 0.14% No change 2,293 $504K
WealthShield Partners, LLC 0.07% Reduce -8.4% 2,291 $504K
Wealth Management Strategies, Inc. 0.39% — 2,291 $504K
Highland Capital Management, LLC 0.03% Add +21.2% 2,288 $503K
Mechanics Bank Trust Department 0.07% No change 2,288 $503K
Windsor Capital Management, LLC 0.15% Reduce -10.3% 2,286 $503K
CM Wealth Advisors LLC 0.16% No change 2,286 $503K
Mosley Wealth Management 0.31% Add +9.0% 2,197 $502K
Southeast Asset Advisors, LLC 0.06% No change 2,283 $502K
Nautilus Advisors LLC 0.40% — 2,282 $502K
Regent Peak Wealth Advisors LLC 0.11% Add +0.6% 2,276 $500K
Fourpath Capital Management, LLC 0.09% Reduce -9.2% 2,270 $499K
Smith Chas P & Associates Pa Cpas 0.03% No change 2,263 $497K
Eagle Strategies LLC 0.09% Reduce -0.2% 2,262 $497K
Balboa Wealth Partners 0.11% Reduce -7.0% 2,261 $497K
L.M. Kohn & Company 0.13% Add +1.0% 2,261 $497K
Flagship Wealth Advisors, LLC 0.29% — 2,260 $497K
Evanson Asset Management, LLC 0.03% Add +0.2% 2,256 $496K
NWF Advisory Services Inc. 0.07% Add +26.0% 2,254 $495K
Yeomans Consulting Group, Inc. 0.19% Add +0.5% 2,252 $495K
KWB Wealth 0.06% Reduce -1.2% 2,238 $495K
Contravisory Investment Management, Inc. 0.11% New 2,248 $494K
Quintet Private Bank (Europe) S.A. 0.03% Reduce -6.3% 2,246 $494K
LWM Advisory Services, LLC 0.34% Add +36.2% 2,244 $493K
US Asset Management LLC 0.44% Reduce -2.3% 2,243 $493K
Fruth Investment Management 0.14% No change 2,247 $493K
Armstrong Henry H Associates Inc. 0.05% Reduce -27.6% 2,238 $492K
Narus Financial Partners, LLC 0.17% Add +8.5% 2,238 $492K
Apriem Advisors 0.06% Add +56.5% 2,237 $492K
Grandfield & Dodd, LLC 0.03% No change 2,232 $491K
Summitry LLC 0.02% Reduce -18.0% 2,232 $491K
Financial Management Network Inc. 0.10% Add +4.6% 2,194 $488K
Syverson Strege & Co 0.16% Add +14.6% 2,220 $488K
Whalerock Point Partners, LLC 0.12% Add +12.8% 2,218 $488K
AllSquare Wealth Management LLC 0.28% No change 2,209 $486K
Cohen & Steers, Inc. 0.00% Add +5.9% 2,207 $485K
Leigh Baldwin & Co., LLC 0.41% — 2,205 $485K
Cura Wealth Advisors, LLC 0.21% — 2,201 $484K
Buckhead Capital Management LLC 0.15% Reduce -1.1% 2,200 $484K
Guardian Wealth Advisors, LLC 0.31% Reduce -3.5% 2,198 $483K
Quadrant Private Wealth Management, LLC 0.12% Reduce -15.3% 2,196 $483K
Acropolis Investment Management, LLC 0.03% Add +1.6% 2,193 $482K
Davis Investment Partners, LLC 0.20% Add +0.6% 2,186 $481K
Certuity, LLC 0.05% Add +10.0% 2,187 $481K
Sterling Financial Planning, Inc. 0.18% Add +0.8% 2,184 $480K
Novus Advisors, LLC 0.48% — 2,183 $480K
Grant Private Wealth Management Inc 0.52% — 2,180 $479K
Uptick Partners, LLC 0.17% Add +4.7% 2,178 $479K
Childress Capital Advisors, LLC 0.13% Add +0.7% 2,177 $479K
Phoenix Wealth Advisors 0.21% Add +9.9% 2,173 $478K
Aveo Capital Partners, LLC 0.05% Reduce -1.5% 2,173 $478K
First Heartland Consultants, Inc. 0.05% Reduce -0.4% 2,172 $478K
Alpha Family Trust 0.27% No change 2,165 $476K
Birchcreek Wealth Management, LLC 0.30% Add +42.0% 2,162 $475K
Fiduciary Financial Group, LLC 0.10% Reduce -1.5% 2,161 $475K
Arnhold LLC 0.05% No change 2,156 $474K
Lodestar Private Asset Management LLC 0.06% Reduce -6.3% 2,153 $473K
Progressive Investment Management Corp 0.12% No change 2,149 $472K
Knott David M Jr 0.17% No change 2,142 $471K
MSH Capital Advisors LLC 0.15% Reduce -4.3% 2,140 $470K
Moody Aldrich Partners LLC 0.09% Reduce -1.5% 2,138 $470K
Leelyn Smith, LLC 0.08% Reduce -87.0% 2,137 $470K
MPS Loria Financial Planners, LLC 0.14% Add +0.4% 2,134 $469K
Stratos Investment Management, LLC 0.03% Add +14.3% 2,132 $469K
CoreFirst Bank & Trust 0.28% Reduce -3.0% 2,131 $468K
MA Private Wealth 0.09% Add +63.5% 2,131 $468K
Glass Wealth Management Co LLC 0.25% Reduce -0.4% 2,125 $467K
Strategic Advocates LLC 0.16% Reduce -20.4% 2,125 $467K
Marble Harbor Investment Counsel, LLC 0.05% Reduce -10.5% 2,123 $467K
Freestate Advisors LLC 0.48% No change 2,121 $466K
Pennington Partners & Co., LLC 0.23% — 2,121 $466K
Gray Wealth Management Inc. 0.18% Add +17.3% 2,119 $466K
Pinnacle Bancorp, Inc. 0.15% Reduce -0.6% 2,119 $466K
Foster Victor Wealth Advisors, LLC 0.04% Add +0.5% 2,071 $466K
Meadow Creek Wealth Advisors LLC 0.33% Add +1.8% 2,116 $465K
Stillwater Wealth Management Group 0.42% — 2,115 $465K
Mindset Wealth Management, LLC 0.17% Add +0.7% 2,115 $465K
CVA Family Office, LLC 0.07% Add +12.7% 2,115 $465K
Relyea Zuckerberg Hanson LLC 0.06% Add +2.2% 2,104 $463K
Peak Asset Management, LLC 0.09% No change 2,101 $462K
Peoples Bank 0.27% Reduce -31.6% 2,099 $461K
MRA Advisory Group 0.24% Reduce -5.2% 2,099 $461K
Lifestyle Asset Management, Inc. 0.25% Reduce -4.9% 2,098 $461K
Tritonpoint Wealth, LLC 0.04% Reduce -2.2% 2,096 $461K
Marietta Wealth Management, LLC 0.07% Add +0.9% 2,095 $461K
Affinity Capital Advisors, LLC 0.09% Reduce -2.3% 2,056 $460K
CAP Partners, LLC 0.32% Reduce -0.4% 2,092 $460K
TrinityBridge Ltd 0.01% Reduce -50.0% 2,083 $458K
Centerline Wealth Advisors, LLC 0.27% — 2,083 $458K
Cerro Pacific Wealth Advisors LLC 0.15% Reduce -11.6% 2,068 $457K
Mill Creek Capital Advisors, LLC 0.01% Add +79.9% 2,078 $457K
Alliance Wealth Management Group 0.12% No change 2,078 $457K
Passumpsic Savings Bank 0.28% Add +1.6% 2,077 $457K
Lazard Freres Gestion S.A.S. 0.01% Add +120.6% 2,078 $456K
Cape Cod Five Cents Savings Bank 0.04% No change 2,053 $454K
Ellenbecker Investment Group 0.08% Add +0.4% 2,058 $453K
Sepio Capital, LP 0.04% Add +0.1% 2,056 $452K
Chelsea Counsel Co. 0.23% No change 2,055 $452K
Marathon Mission, Inc. 0.31% Reduce -2.8% 2,052 $451K
Ellis Investment Partners, LLC 0.09% Add +0.4% 2,052 $451K
Union Savings Bank 0.22% Add +5.0% 2,051 $451K
LifeWealth Investments, LLC 0.30% — 2,048 $450K
Drive Wealth Management, LLC 0.11% Add +33.3% 2,042 $449K
Systematic Alpha Investments, LLC 0.02% No change 2,040 $448K
Foster Dykema Cabot & Partners, LLC 0.03% No change 2,036 $448K
McIlrath & Eck, LLC 0.06% Add +1.6% 2,030 $446K
Foster Group, Inc. 0.02% Add +2.4% 2,025 $445K
FWG Holdings, LLC 0.21% No change 1,707 $445K
Compass Capital Corp. /Ma/ 0.17% — 2,013 $445K
KPP Advisory Services LLC 0.10% Reduce -6.8% 2,020 $444K
Moseley Investment Management Inc. 0.17% Add +0.7% 2,016 $443K
Commonwealth Financial Services, LLC 0.09% Add +11.1% 2,016 $443K
Argus Investors' Counsel, Inc. 0.30% Add +5.7% 2,016 $443K
Nadler Financial Group, Inc. 0.05% No change 2,015 $443K
Sig Brokerage, LP 0.21% — 2,012 $442K
Clear Creek Financial Management, LLC 0.05% Reduce -5.5% 2,009 $442K
Kuhn & Co Investment Counsel 0.38% New 2,007 $441K
Key Financial Inc 0.10% Reduce -1.7% 2,007 $441K
Shotwell Rutter Baer Inc 0.37% No change 2,002 $440K
Ergawealth Advisors, Inc. 0.22% No change 2,000 $440K
RBA Wealth Management, LLC 0.17% Reduce -13.9% 2,000 $440K
Inspire Advisors, LLC 0.05% Add +1.0% 2,000 $440K
Calamos Wealth Management LLC 0.02% Add +4.4% 1,999 $439K
Tandem Investment Partners LLC 0.42% — 1,997 $439K
Drucker Wealth 3.0, LLC 0.10% Add +4.7% 1,995 $438K
Hummer Financial Advisory Services Inc 0.35% No change 1,991 $438K
Syon Capital LLC 0.04% Add +10.6% 1,989 $437K
Revolve Wealth Partners, LLC 0.06% Reduce -22.8% 1,982 $436K
Lakeside Advisors, INC. 0.29% No change 1,980 $435K
Enterprise Bank & Trust Co 0.14% Add +1.1% 1,980 $435K
PSI Advisors, LLC 0.13% Add +1.2% 1,974 $434K
W Advisors, LLC 0.27% Add +0.6% 1,971 $433K
Schmidt P J Investment Management Inc. 0.08% Add +5.3% 1,970 $433K
Thompson David Blair 0.32% — 1,969 $433K
Faithward Advisors, LLC 0.07% Reduce -2.0% 1,962 $431K
BridgePort Financial Solutions, LLC 0.19% — 1,700 $431K
Keb Asset Management, LLC 0.12% Reduce -4.8% 1,951 $429K
Brucke Financial, Inc. 0.37% — 1,677 $429K
Parvin Asset Management, LLC 0.46% — 1,950 $429K
Arlington Trust Co LLC 0.09% Add +36.3% 1,946 $428K
Broadway Wealth Solutions, Inc. 0.32% — 1,942 $427K
Morton Capital Management LLC 0.08% Add +3.8% 1,937 $426K
Summit Wealth Partners, LLC 0.09% Add +0.1% 1,935 $425K
CKW Financial Group 0.05% Reduce -25.0% 1,932 $425K
Goldstein Advisors, LLC 0.06% Add +58.8% 1,932 $425K
AlTi Global, Inc. 0.01% Reduce -22.3% 1,929 $425K
Human Investing LLC 0.08% Reduce -3.9% 1,929 $424K
BOS Asset Management, LLC 0.15% Reduce -2.8% 1,928 $424K
Pasadena Private Wealth, LLC 0.09% Add +0.5% 1,928 $424K
Hoey Investments, Inc. 0.07% Add +93.8% 1,926 $423K
OMNI 360 Wealth, Inc. 0.28% Reduce -6.1% 1,925 $423K
Lazari Capital Management, Inc. 0.17% Add +2.0% 1,923 $423K
CFM Wealth Partners LLC 0.07% No change 1,920 $422K
Fagan Associates, Inc. 0.07% No change 1,920 $422K
True Link Financial Advisors, LLC 0.04% Add +4.6% 1,920 $422K
Rosenberg Matthew Hamilton 0.11% Reduce -0.2% 1,917 $422K
Wealth Alliance Advisory Group, LLC 0.09% Reduce -14.5% 1,917 $421K
NFSG Corp 0.11% New 1,912 $420K
Bank of Hawaii 0.02% Reduce -3.4% 1,908 $419K
Colonial River Investments, LLC 0.20% Reduce -14.2% 1,907 $419K
UNIVEST FINANCIAL Corp 0.03% Reduce -4.0% 1,907 $419K
Lyell Wealth Management, LP 0.04% No change 1,906 $419K
Coastline Trust Co 0.05% Reduce -22.7% 1,905 $419K
Brighton Securities Corp. 0.20% — 1,904 $419K
Security Financial Services, INC. 0.09% Add +5.1% 1,904 $419K
Silvia McColl Wealth Management, LLC 0.31% No change 1,901 $418K
Clarity Wealth Advisors, LLC 0.11% No change 1,901 $418K
Lee Financial Co 0.06% Add +0.2% 1,901 $418K
Capital Counsel LLC 0.02% Reduce -1.1% 1,900 $418K
Gradient Capital Advisors, LLC 0.13% Add +3.8% 1,897 $417K
Gradient Investments LLC 0.01% Reduce -1.7% 1,891 $416K
Almanack Investment Partners, LLC. 0.06% Reduce -9.4% 1,885 $414K
Rebalance, LLC 0.03% No change 1,875 $412K
Hickory Point Bank & Trust 0.37% — 1,873 $412K
LVW Advisors, LLC 0.05% Reduce -14.0% 1,872 $412K
Callan Capital, LLC 0.03% Add +2.4% 1,870 $411K
Meridian Financial Partners LLC 0.22% Reduce -2.9% 1,871 $411K
Vista Capital Partners, Inc. 0.05% Reduce -1.1% 1,869 $411K
Baker Boyer National Bank 0.14% Add +12.0% 1,866 $410K
Prostatis Group LLC 0.12% Reduce -4.4% 1,865 $410K
Presilium Private Wealth, LLC 0.09% No change 1,863 $410K
Kentucky Trust Co 0.24% — 1,863 $410K
Community Bank of Raymore 0.32% No change 1,860 $409K
Central Bank & Trust Co. 0.06% Reduce -0.9% 1,859 $409K
MCF Advisors LLC 0.03% Reduce -0.3% 1,855 $408K
Paulson Wealth Management Inc. 0.11% Reduce -9.3% 1,854 $408K
AJ Advisors, LLC 0.21% Add +0.7% 1,847 $406K
von Borstel & Associates, Inc. 0.16% Reduce -2.3% 1,850 $406K
Camden National Bank 0.06% No change 1,839 $404K
Financial Symmetry Inc 0.27% Add +0.4% 1,834 $403K
Gemmer Asset Management LLC 0.04% No change 1,833 $403K
Guardian Wealth Advisors, LLC / NC 0.03% Add +17.1% 1,832 $403K
Values Added Financial LLC 0.23% Reduce -10.3% 1,830 $402K
Voya Financial Advisors, Inc. 0.04% Reduce -6.5% 1,824 $402K
WNY Asset Management, LLC 0.05% Reduce -27.6% 1,825 $401K
Rockbridge Investment Management, LCC 0.05% Add +3.7% 1,823 $401K
Miller Investment Management, LP 0.04% No change 1,822 $401K
Humankind Investments LLC 0.10% Reduce -1.4% 1,821 $400K
Pacifica Partners Inc. 0.17% No change 1,814 $399K
Riverview Trust Co 0.36% Reduce -3.2% 1,814 $399K
Challenger Wealth Management 0.34% — 1,811 $398K
Washington Trust Bank 0.04% Add +47.9% 1,810 $398K
Prentiss Smith & Co. Inc. 0.26% No change 1,810 $398K
Advus Financial Partners, LLC 0.11% Add +11.3% 1,807 $397K
Retirement Income Solutions, Inc. 0.08% No change 1,807 $397K
Decker Retirement Planning Inc. 0.23% — 1,805 $397K
Hubbell Strickland Wealth Management, LLC 0.19% No change 1,804 $397K
Westshore Wealth, LLC 0.16% No change 1,800 $396K
Van Cleef Asset Management,Inc 0.04% No change 1,792 $394K
Capital Advantage, Inc. 0.07% New 1,787 $393K
Total Clarity Wealth Management, Inc. 0.13% Add +2.7% 1,786 $393K
East Coast Asset Management, LLC. 0.13% Add +0.2% 1,783 $392K
Fidato Wealth LLC 0.29% New 1,782 $392K
Meridian Financial Advisors, LLC 0.27% Reduce -2.5% 1,779 $391K
McCollum Christoferson Group LLC 0.12% No change 1,779 $391K
Beacon Financial Strategies CORP 0.26% No change 1,778 $391K
Middleton & Co. Inc. 0.04% Add +2.0% 1,777 $391K
Mission Creek Capital Partners, Inc. 0.09% Add +961.9% 18,063 $390K
Renaissance Group LLC 0.02% Reduce -3.6% 1,774 $390K
Rothschild Wealth LLC 0.11% Add +0.3% 1,770 $389K
Evernest Financial Advisors, LLC 0.10% Add +15.9% 1,768 $389K
Merriman Wealth Management, LLC 0.02% Add +4.2% 1,766 $388K
Montchanin Asset Management, LLC 0.38% No change 1,765 $388K
Virtue Capital Management, LLC 0.08% Reduce -38.4% 1,765 $388K
Migdal Insurance & Financial Holdings Ltd. 0.01% Add +18.9% 1,767 $388K
Central Valley Advisors, LLC 0.18% Reduce -1.1% 1,761 $387K
Monument Group Wealth Advisors, LLC 0.27% No change 1,759 $387K
OneAscent Family Office, LLC 0.70% — 1,754 $386K
Tobam 0.12% Reduce -68.1% 1,756 $386K
Wingate Wealth Advisors, Inc. 0.38% — 1,755 $386K
Tableaux LLC 0.32% — 1,753 $385K
HCR Wealth Advisors 0.05% Reduce -0.1% 1,753 $385K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.22% No change 1,750 $385K
Coerente Capital Management 0.07% No change 1,750 $385K
Pioneer Trust Bank N A 0.10% No change 1,748 $384K
Rise Advisors, LLC 0.18% Reduce -1.8% 1,742 $383K
Triangle Securities Wealth Management 0.10% Add +0.1% 1,741 $383K
MAS Advisors LLC 0.64% No change 1,739 $382K
Cyrus J. Lawrence, LLC 0.07% Add +5.2% 1,740 $382K
Tiemann Investment Advisors, LLC 0.17% Reduce -0.3% 1,735 $381K
Asset Planning,Inc 0.29% — 1,731 $381K
Continuum Wealth Advisors, LLC 0.19% Reduce -0.6% 1,729 $380K
Nicholson Wealth Management Group, LLC 0.25% No change 1,727 $380K
Veltria Advisors Corp. 0.16% Reduce -0.1% 1,726 $379K
Triune Financial Partners, LLC 0.12% No change 1,724 $379K
Annis Gardner Whiting Capital Advisors, LLC 0.11% Add +6.7% 1,721 $378K
Tranquility Partners, LLC 0.14% Reduce -2.2% 1,716 $377K
CNB Bank 0.17% Reduce -12.4% 1,712 $376K
New Republic Capital, LLC 0.25% Add +16.0% 1,711 $376K
Integras Partners LLC 0.33% — 1,707 $375K
Eagle Wealth Strategies LLC 0.27% Reduce -3.9% 1,707 $375K
Atlas Private Wealth Advisors 0.05% Add +0.8% 1,707 $375K
Cook Wealth, LLC 0.18% Add +2.0% 1,658 $375K
Dahring | Cusmano LLC 0.34% — 1,703 $374K
Krane Funds Advisors LLC 0.02% Reduce -6.6% 1,702 $374K
Buck Wealth Strategies, LLC 0.08% New 1,702 $374K
Peachtree Investment Partners, LLC 0.14% Reduce -32.0% 1,701 $374K
AlphaCore Capital LLC 0.08% Reduce -1.9% 1,698 $373K
O'Brien Wealth Partners LLC 0.07% Add +0.6% 1,695 $373K
Tranquilli Financial Advisor LLC 0.24% New 1,695 $373K
Nordwand Advisors, LLC 0.15% No change 1,694 $372K
DSG Capital Advisors, LLC 0.07% — 1,693 $372K
Stableford Capital II LLC 0.15% No change 1,690 $372K
Spartan Planning & Wealth Management 0.34% — 1,687 $371K
Golden State Wealth Management, LLC 0.06% — 1,682 $370K
Wedge Capital Management L L P 0.01% No change 1,680 $369K
Seed Wealth Management, Inc. 0.30% No change 1,679 $369K
S&T Bank 0.12% Add +4.7% 1,679 $369K
Flynn Zito Capital Management, LLC 0.17% Reduce -4.5% 1,678 $369K
PFS Partners, LLC 0.20% Add +0.3% 1,675 $368K
Prosperity Wealth Management, Inc. 0.15% Reduce -2.1% 1,675 $368K
Fiducient Advisors LLC 0.05% Add +13.6% 1,672 $368K
Milestone Asset Management Group, LLC 0.33% — 1,672 $368K
Brand Asset Management Group, Inc. 0.15% Reduce -3.6% 1,670 $367K
Jamison Private Wealth Management, Inc. 0.05% Add +0.4% 1,667 $367K
Monterey Private Wealth, Inc. 0.12% Add +32.0% 1,666 $366K
Southern Capital Advisors, LLC 0.20% Add +0.4% 1,664 $366K
Cambridge Financial Group, LLC 0.16% No change 1,661 $365K
ABLE Financial Group, LLC 0.11% Reduce -0.7% 1,661 $365K
Rock Point Advisors, LLC 0.11% Add +4.7% 1,660 $365K
Greatmark Investment Partners, Inc. 0.05% No change 1,659 $365K
Main Street Research LLC 0.02% Add +18.2% 1,659 $365K
Single Point Partners, LLC 0.08% New 1,655 $364K
HTG Investment Advisors, Inc. 0.17% Reduce -2.7% 1,655 $364K
Rice Partnership, LLC 0.07% Reduce -3.8% 1,651 $363K
Trinity Wealth Management, LLC 0.16% Add +0.2% 1,648 $362K
Vantage Financial Partners, LLC 0.09% Reduce -0.9% 1,647 $362K
Norway Savings Bank 0.20% Reduce -1.1% 1,642 $361K
Integris Wealth Management, LLC 0.10% Reduce -5.6% 1,642 $361K
Boyar Asset Management Inc. 0.24% No change 1,641 $361K
Cottonwood Capital Advisors, LLC 0.26% Reduce -0.9% 1,640 $361K
Maia Wealth LLC 0.08% Add +20.8% 1,608 $360K
Baker Tilly Wealth Management, LLC 0.14% Reduce -3.4% 1,638 $360K
Florida Financial Advisors, LLC 0.16% Add +1.7% 1,637 $360K
Atlanta Consulting Group Advisors, LLC 0.13% Reduce -3.9% 1,636 $360K
GW Henssler & Associates Ltd. 0.02% No change 1,625 $359K
Sterling Investment Counsel, LLC 0.24% Reduce -1.8% 1,623 $357K
Resolute Wealth Strategies, LLC 0.18% No change 1,623 $357K
Latitude Advisors, LLC 0.20% Reduce -1.8% 1,621 $356K
Isthmus Partners, LLC 0.04% New 1,621 $356K
Bright Futures Wealth Management, LLC. 0.32% Reduce -86.7% 1,558 $356K
Advance Capital Management, Inc. 0.02% Add +8.9% 1,620 $356K
Canton Hathaway, LLC 0.09% Add +14.1% 1,621 $356K
Noesis Capital Mangement Corp. 0.07% Add +15.3% 1,619 $356K
WR Wealth Planners, LLC 0.11% Add +0.9% 1,618 $356K
Schneider Downs Wealth Management Advisors, LP 0.07% No change 1,614 $355K
J.Safra Asset Management Corp 0.03% Add +189.2% 1,608 $354K
TAP Consulting, LLC 0.07% Add +0.4% 1,611 $354K
Diamant Asset Management, Inc. 0.23% No change 1,610 $354K
Castleview Partners, LLC 0.19% Add +5.7% 1,608 $354K
FSB Premier Wealth Management, Inc. 0.14% No change 1,606 $353K
Carr Financial Group Corp 0.11% Reduce -2.9% 1,604 $353K
ProVise Management Group, LLC 0.03% Reduce -51.3% 1,602 $352K
Bordeaux Wealth Advisors LLC 0.06% Reduce -9.0% 1,601 $352K
Beacon Investment Advisors LLC 0.17% Add +0.3% 1,598 $351K
CTC LLC 0.04% Reduce -72.1% 1,598 $351K
Aprio Wealth Management, LLC 0.05% Add +6.8% 1,595 $351K
Bright Financial Advisors, Inc. 0.22% Reduce -7.0% 1,594 $350K
Blodgett Wealth Advisors, LLC 0.27% Reduce -1.6% 1,593 $350K
Matrix Trust Co 0.06% Add +458.3% 1,591 $350K
Planning Center, Inc. 0.04% Reduce -2.3% 1,587 $349K
Brady Family Wealth, LLC 0.11% No change 1,585 $348K
Raab & Moskowitz Asset Management LLC 0.09% Reduce -2.5% 1,585 $348K
International Private Wealth Advisors LLC 0.35% Reduce -1.1% 1,583 $348K
Investor's Fiduciary Advisor Network, LLC 0.13% — 1,583 $348K
Blackston Financial Advisory Group, LLC 0.17% Reduce -0.1% 1,580 $347K
Fragasso Financial Advisors Inc 0.03% Add +3.4% 1,580 $347K
Prepared Retirement Institute LLC 0.20% Add +0.3% 1,580 $347K
American Institute for Advanced Investment Management, LLP 0.26% No change 1,579 $347K
Tudor Financial Inc. 0.20% New 1,574 $346K
Wealthquest Corp 0.03% Reduce -10.6% 1,573 $346K
Eagle Bluffs Wealth Management LLC 0.19% Add +0.3% 1,571 $345K
NDVR, Inc. 0.33% Add +5.5% 1,567 $344K
Seven Mile Advisory 0.22% Add +70.7% 1,567 $344K
TruNorth Capital Management, LLC 0.09% No change 1,565 $344K
Counterweight Ventures, LLC 0.24% No change 1,565 $344K
Clarus Wealth Advisors 0.17% Reduce -14.6% 1,579 $343K
Mattern Wealth Management LLC 0.08% Reduce -16.1% 1,561 $343K
Hamilton Capital, LLC 0.03% Add +0.3% 1,559 $343K
Marotta Asset Management 0.07% Reduce -6.2% 1,557 $342K
Partners Wealth Management, LLC 0.39% — 1,556 $342K
Fourth Dimension Wealth, LLC 0.18% — 1,555 $342K
VeraBank, N.A. 0.10% Add +2.1% 1,549 $341K
Whelan Financial 0.13% Add +18.2% 1,548 $340K
Horan Securities, Inc. 0.13% Reduce -2.2% 1,548 $340K
Twin Lakes Capital Management, LLC 0.22% Add +0.3% 1,547 $340K
Paragon Financial Partners, Inc. 0.26% Reduce -6.1% 1,545 $340K
Clarus Group, Inc. 0.12% Add +0.7% 1,542 $339K
Aurora Private Wealth, Inc. 0.25% Reduce -0.5% 1,542 $339K
Harold Davidson & Associates Inc. 0.16% — 1,540 $339K
Adero Partners, LLC 0.02% Add +17.8% 1,539 $338K
VSM Wealth Advisory, LLC 0.12% — 1,538 $338K
GoalFusion Wealth Management, LLC 0.18% Add +9.6% 1,537 $338K
Sovran Advisors, LLC 0.05% — 1,551 $338K
First National Advisers, LLC 0.05% Reduce -1.0% 1,534 $337K
Willis Investment Counsel 0.02% Add +0.2% 1,531 $336K
Scissortail Wealth Management, LLC 0.09% Add +18987.5% 1,527 $336K
Lansing Street Advisors 0.12% Add +1.7% 1,528 $336K
Baugh & Associates, LLC 0.17% No change 1,527 $336K
Fielder Capital Group LLC 0.10% Add +20.7% 1,524 $335K
Alexander Labrunerie & Co., Inc. 0.15% Add +0.7% 1,524 $335K
Embree Financial Group 0.06% Reduce -4.5% 1,523 $335K
Obermeyer Wealth Partners 0.02% Add +41.5% 1,522 $335K
Macroview Investment Management LLC 0.34% No change 1,522 $335K
West Paces Advisors Inc. 0.08% No change 1,521 $334K
Armbruster Capital Management, Inc. 0.07% Add +27.2% 1,518 $334K
Mosaic Family Wealth Partners, LLC 0.05% Add +0.4% 1,517 $334K
Monograph Wealth Advisors, LLC 0.04% Reduce -48.1% 1,514 $333K
Prosperity Financial Group, Inc. 0.17% Add +1.7% 1,510 $332K
Jacksonville Wealth Management, LLC 0.31% — 1,510 $332K
Kohmann Bosshard Financial Services, LLC 0.04% Add +0.5% 1,509 $332K
Horizon Advisory Services, Inc. 0.19% No change 1,508 $332K
Kahn Brothers Group Inc. 0.07% No change 1,508 $331K
Advisory Resource Group 0.07% Add +1.2% 1,506 $331K
Motive Wealth Advisors 0.18% Reduce -3.5% 1,505 $331K
Pacific Sage Partners, LLC 0.08% No change 1,502 $330K
Sage Financial Management Group, Inc. 0.12% No change 1,500 $330K
Fortune Financial Advisors, LLC 0.30% No change 1,500 $330K
Gibson Wealth Advisors LLC 0.27% No change 1,500 $330K
Lountzis Asset Management, LLC 0.14% No change 1,500 $330K
Iat Reinsurance Co. LTD. 0.08% No change 1,500 $330K
Stanley-Laman Group, Ltd. 0.05% No change 1,500 $330K
New South Capital Management Inc. 0.01% No change 1,500 $330K
Sollinda Capital Management LLC 0.09% Add +10.2% 1,499 $330K
Stonebrook Private Inc. 0.09% Add +5.0% 1,498 $329K
Dechtman Wealth Management, LLC 0.06% Add +0.3% 1,496 $329K
Hardy Reed LLC 0.03% Add +18.3% 1,496 $329K
Integral Investment Advisors, Inc. 0.11% Reduce -2.9% 1,493 $328K
Advyzon Investment Management, LLC 0.13% — 1,493 $328K
Strengthening Families & Communities, LLC 0.19% Reduce -92.6% 1,494 $328K
Concord Wealth Partners 0.05% Add +2.3% 1,490 $328K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.11% Add +3.5% 1,490 $328K
Guerra Pan Advisors, LLC 0.24% No change 1,488 $327K
Cambridge Advisors Inc. 0.07% No change 1,485 $326K
Nelson Capital Management, LLC 0.05% Add +0.4% 1,484 $326K
Sivia Capital Partners, LLC 0.16% Add +1.3% 1,480 $325K
Townsend Asset Management Corp. /NC/ 0.12% Add +4.3% 1,474 $324K
Detalus Advisors, LLC 0.11% Reduce -69.4% 1,474 $324K
Nottingham Advisors, Inc. 0.04% Add +10.9% 1,474 $324K
FSA Advisors, Inc. 0.40% New 1,473 $324K
Obsidian Cio, LLC 0.06% Add +42.7% 1,464 $322K
FSC Wealth Advisors, LLC 0.21% Reduce -6.4% 1,460 $321K
May Hill Capital, LLC 0.12% — 1,460 $321K
Beck Mack & Oliver LLC 0.01% Add +0.1% 1,459 $321K
Cypress Wealth Services, LLC 0.06% Reduce -0.6% 1,458 $321K
Carolinas Wealth Consulting LLC 0.06% Reduce -42.1% 1,455 $320K
MeadowBrook Investment Advisors LLC 0.29% Reduce -1.0% 1,451 $319K
ERn Financial, LLC 0.05% Reduce -10.1% 1,449 $318K
Stone Summit Wealth LLC 0.11% Add +21.2% 1,446 $318K
Altus Wealth Group LLC 0.14% Add +14.6% 1,443 $317K
New World Advisors LLC 0.08% No change 1,442 $317K
Farmers & Merchants Trust Co of Chambersburg PA 0.12% No change 1,440 $317K
HHM Wealth Advisors, LLC 0.04% Add +21.8% 1,441 $317K
Bank of Marin 0.25% No change 1,441 $317K
SJS Investment Consulting Inc. 0.05% Reduce -0.7% 1,438 $316K
Palisade Capital Management, LP 0.01% Reduce -5.3% 1,438 $316K
Primoris Wealth Advisors, LLC 0.24% No change 1,437 $316K
Brass Tax Wealth Management, Inc. 0.07% Reduce -1.3% 1,433 $315K
Titleist Asset Management, LLC 0.04% Add +3.1% 1,431 $315K
Polymer Capital Management (US) LLC 0.10% — 1,431 $315K
Wbi Investments, LLC 0.08% Reduce -83.8% 1,428 $314K
Everpar Advisors LLC 0.16% Reduce -1.8% 1,426 $313K
Elwood & Goetz Wealth Advisory Group, LLC 0.08% Add +5.1% 1,425 $313K
Abbot Financial Management, Inc. 0.16% No change 1,420 $312K
JGP Wealth Management, LLC 0.04% Add +4.0% 1,419 $312K
Rappaport Reiches Capital Management, LLC 0.08% Reduce -5.6% 1,418 $312K
Aspetuck Financial Management LLC 0.24% — 1,417 $311K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +5.0% 1,415 $311K
Frisch Financial Group, Inc. 0.09% Reduce -2.9% 1,414 $311K
Ellevest, Inc. 0.02% Add +2.4% 1,414 $311K
Safeguard Financial, LLC 0.07% New 1,411 $310K
Defined Financial Planning LLC 0.33% — 1,410 $310K
Bolthouse Investments, LLC 0.29% — 1,410 $310K
Encompass Wealth Advisors, LLC 0.13% Reduce -57.4% 1,410 $310K
Ashford Capital Management Inc. 0.04% Reduce -1.2% 1,409 $310K
Carlson Capital Management 0.01% Add +23.4% 1,408 $310K
Pineridge Advisors LLC 0.12% Add +0.7% 1,407 $309K
Second Line Capital, LLC 0.08% No change 1,406 $309K
Enzi Wealth 0.12% Add +42.8% 1,382 $308K
Asset Management Group, Inc. 0.05% Add +0.7% 1,402 $308K
Kelleher Financial Advisors 0.12% Add +10.1% 1,401 $308K
Mine & Arao Wealth Creation & Management, LLC. 0.14% Reduce -6.7% 1,400 $308K
Machina Capital S.A.S. 0.13% Reduce -13.6% 1,400 $308K
Foundation Resource Management Inc. 0.05% No change 1,399 $308K
Abel Hall, LLC 0.20% Add +4.5% 1,399 $307K
Beacon Financial Advisory LLC 0.10% Reduce -74.4% 1,398 $307K
Skyline Advisors, Inc. 0.12% Add +0.1% 1,396 $307K
Private Wealth Management Group, LLC 0.12% Add +70.0% 1,392 $306K
Robinson Smith Wealth Advisors LLC 0.26% No change 1,391 $306K
Cache Advisors, LLC 0.13% — 1,387 $305K
Gill Capital Partners, LLC 0.11% Add +27.6% 1,386 $305K
Rockline Wealth Management, LLC 0.08% No change 1,386 $305K
Wealth Advisors of Iowa, LLC 0.15% Reduce -6.2% 1,383 $304K
Revisor Wealth Management LLC 0.28% Reduce -35.1% 1,357 $304K
Greater Midwest Financial Group, LLC 0.19% Add +0.7% 1,381 $304K
Lanham O'Dell & Company, Inc. 0.46% Add +0.1% 1,381 $303K
Berry Wealth Group, LP 0.22% Add +6.8% 1,380 $303K
Court Place Advisors, LLC 0.10% Reduce -40.3% 1,379 $303K
Icon Wealth Advisors, LLC 0.02% New 1,378 $303K
C M Bidwell & Associates Ltd. 0.18% Reduce -1.8% 1,373 $302K
Pacific Point Advisors, LLC 0.18% — 1,140 $301K
Central Pacific Bank - Trust Division 0.04% Reduce -16.9% 1,370 $301K
Morningstar Investment Management LLC 0.02% Reduce -21.0% 1,371 $301K
Indie Asset Partners, LLC 0.24% Reduce -1.5% 1,367 $301K
Authentikos Wealth Advisory, LLC 0.30% Add +110.0% 1,363 $300K
Vertex Planning Partners, LLC 0.07% Add +1.3% 1,363 $300K
Schiavi & Co LLC 0.12% No change 1,351 $297K
Jag Capital Management, LLC 0.04% Reduce -19.6% 1,350 $297K
BOK Financial Private Wealth, Inc. 0.02% Reduce -36.8% 1,349 $297K
Jacobsen Capital Management 0.13% Add +0.1% 1,345 $296K
TCV Trust & Wealth Management, Inc. 0.03% No change 1,341 $295K
Independent Wealth Network Inc. 0.12% Add +22.3% 1,337 $294K
Kooman & Associates 0.11% Reduce -1.7% 1,337 $294K
Canopy Partners, LLC 0.11% Add +0.8% 1,334 $293K
KRS Capital Management, LLC 0.21% Add +0.4% 1,334 $293K
Abacus Wealth Partners, LLC 0.04% Add +0.1% 1,334 $293K
Boyd Wealth Management, LLC 0.14% No change 1,333 $293K
Crews Bank & Trust 0.05% — 1,333 $293K
Foguth Wealth Management, LLC. 0.08% Reduce -8.9% 1,302 $293K
Wulff, Hansen & Co. 0.28% No change 1,327 $292K
111 Capital 0.06% — 1,327 $292K
M. Kulyk & Associates, LLC 0.06% Reduce -16.6% 1,325 $291K
Bridgewealth Advisory Group, LLC 0.08% Add +8.7% 1,123 $291K
waypoint wealth counsel 0.19% Add +2.5% 1,325 $291K
White Knight Strategic Wealth Advisors, LLC 0.12% New 1,320 $290K
Security National Bank 0.04% Reduce -8.0% 1,320 $290K
Executive Wealth Management, LLC 0.02% New 1,319 $290K
Landaas & Co. /Wi 0.08% Add +0.1% 1,320 $290K
Traynor Capital Management, Inc. 0.02% New 1,319 $290K
First Commonwealth Financial Corp 0.07% New 1,317 $290K
Sterling Investment Advisors, Ltd. 0.07% Reduce -3.7% 1,316 $289K
North Point Portfolio Managers Corp. 0.05% No change 1,316 $289K
Lincoln Capital LLC 0.06% No change 1,312 $288K
Channel Wealth LLC 0.09% Add +1.9% 1,308 $288K
KFG Wealth Management, LLC 0.05% Reduce -1.3% 1,305 $287K
LJI Wealth Management, LLC 0.06% Add +19.6% 1,304 $287K
WealthBridge Capital Management, LLC 0.08% No change 1,300 $286K
Elequin Capital, LP 0.04% New 1,300 $286K
Blankinship & Foster, LLC 0.07% No change 1,299 $286K
FSA Wealth Management LLC 0.12% Reduce -6.5% 1,299 $286K
Annex Advisory Services, LLC 0.01% Reduce -19.5% 1,298 $285K
Huntleigh Advisors, Inc. 0.06% — 1,294 $284K
Vestia Personal Wealth Advisors 0.23% New 1,294 $284K
Holos Integrated Wealth LLC 0.19% — 1,293 $284K
Holland Advisory Services, Inc. 0.37% Add +3.0% 1,290 $284K
PUREfi Wealth, LLC 0.28% — 1,289 $283K
Paragon Capital Management Ltd 0.06% Add +0.1% 1,286 $283K
LifeSteps Financial, Inc. 0.22% Add +0.2% 1,286 $283K
Seven Springs Wealth Group, LLC 0.11% New 1,286 $283K
Liberty Square Wealth Partners LLC 0.10% — 1,081 $282K
West Coast Financial LLC 0.03% Reduce -5.6% 1,282 $282K
Hopwood Financial Services, Inc. 0.21% — 1,277 $281K
Ewa, LLC 0.11% Add +8.6% 1,275 $280K
Luts & Greenleigh Group, Inc. 0.28% Reduce -1.8% 1,275 $280K
Melfa Wealth Management, Inc. 0.19% No change 1,275 $280K
Swmg, LLC 0.11% Add +0.6% 1,255 $280K
Retirement Solution LLC 0.07% Add +19.1% 1,274 $280K
First PREMIER Bank 0.07% Reduce -1.6% 1,271 $279K
Campion Asset Management 0.21% Reduce -0.2% 1,268 $279K
Litman Gregory Wealth Management LLC 0.02% Reduce -29.5% 1,267 $279K
Willow Creek Wealth Management Inc. 0.03% Reduce -3.7% 1,265 $278K
Garden State Investment Advisory Services LLC 0.09% Add +1.1% 1,258 $277K
Beck Capital Management, LLC 0.07% Add +2.9% 1,254 $276K
PGIM Custom Harvest LLC 0.01% Reduce -18.5% 1,252 $275K
Darden Wealth Group Inc 0.19% No change 1,250 $275K
Belmont Capital, LLC 0.04% Reduce -13.8% 1,248 $274K
NavPoint Financial, Inc. 0.22% No change 1,247 $274K
Measured Wealth Private Client Group, LLC 0.09% New 1,247 $274K
Taylor Financial Group, Inc. 0.19% Reduce -2.4% 1,245 $274K
Global Wealth Strategies & Associates 0.09% Add +10.0% 1,245 $274K
Prosperitas Financial LLC 0.14% Add +8.3% 1,242 $273K
Great Diamond Partners, LLC 0.07% Add +9.6% 1,235 $271K
GLOBALT Investments LLC / GA 0.01% No change 1,235 $271K
Triton Wealth Management, PLLC 0.14% Add +23.0% 1,274 $271K
Bison Wealth, LLC 0.03% — 1,235 $271K
Biltmore Wealth Management, LLC 0.11% Add +3.9% 1,234 $271K
Impact Capital Partners LLC 0.10% — 1,233 $271K
US Financial Advisors, LLC 0.08% Add +32.8% 1,230 $270K
BancFirst Trust & Investment Management 0.12% Reduce -1.4% 1,226 $270K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.01% No change 1,223 $269K
Elevate Wealth Advisory, Inc. 0.20% New 1,225 $269K
Liberty Capital Management, Inc. 0.06% No change 1,224 $269K
ICONIQ Capital, LLC 0.00% Add +32.5% 1,223 $269K
Elgethun Capital Management 0.07% Add +0.7% 1,222 $269K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Reduce -91.9% 1,222 $269K
MKT Advisors LLC 0.12% Add +28.4% 1,188 $267K
Blake Schutter Theil Wealth Advisors, LLC 0.28% No change 1,211 $266K
Johnson Bixby & Associates, LLC 0.04% Reduce -1.0% 1,209 $266K
Baron Silver Stevens Financial Advisors, LLC 0.04% No change 1,206 $265K
Beaird Harris Wealth Management, LLC 0.02% Add +28.5% 1,204 $265K
POM Investment Strategies, LLC 0.20% Add +79.1% 1,202 $264K
Capasso Planning Partners LLC 0.11% Reduce -74.6% 1,202 $264K
BTG Pactual Asset Management US LLC 0.03% Reduce -51.9% 1,202 $264K
Woodstock Corp. 0.03% No change 1,202 $264K
Spectrum Asset Management, Inc. (NB/CA) 0.12% No change 1,200 $264K
Front Row Advisors LLC 0.09% No change 1,200 $264K
Silver Coast Investments LLC 0.10% Reduce -9.9% 1,196 $263K
Gateway Wealth Partners, LLC 0.07% Reduce -10.7% 1,196 $263K
Vishria Bird Financial Group, LLC 0.09% No change 1,194 $262K
Bernardo Wealth Planning LLC 0.06% Add +2.4% 1,191 $262K
Sonoma Private Wealth LLC 0.42% Reduce -17.3% 1,190 $262K
Dupree Financial Group, LLC 0.13% Add +1.9% 1,189 $261K
Wade Financial Advisory, Inc 0.09% Reduce -2.5% 1,186 $261K
Professional Financial Advisors, LLC 0.07% Add +0.6% 1,186 $261K
Chemung Canal Trust Co. 0.05% No change 1,185 $260K
DecisionMap Wealth Management, LLC 0.21% — 1,181 $260K
TAGStone Capital, Inc. 0.13% Add +2.6% 1,180 $259K
Baltimore-Washington Financial Advisors, Inc. 0.01% New 1,176 $259K
Semmax Financial Advisors Inc. 0.07% Reduce -2.9% 990 $258K
Lavaca Capital LLC 0.11% Add +18.3% 1,175 $258K
Walker Asset Management, LLC 0.16% Add +0.2% 1,175 $258K
MPWM Advisory Solutions, LLC 0.19% — 1,175 $258K
Tucker Asset Management LLC 0.06% Reduce -8.9% 1,173 $258K
Dominguez Wealth Management Solutions, Inc. 0.19% Add +0.4% 1,171 $257K
EWG Elevate Inc. 0.08% No change 1,167 $257K
Cascades Capital Asset Management, LLC 0.14% Add +0.2% 1,166 $256K
WESPAC Advisors, LLC 0.19% Reduce -12.2% 1,165 $256K
CHB Investment Group, LLC 0.14% No change 1,166 $256K
RVW Wealth, LLC 0.02% Add +15.0% 1,164 $256K
MGB Wealth Management, LLC 0.08% Add +11.7% 1,161 $256K
Cypress Financial Planning LLC 0.09% Add +1.0% 1,162 $256K
Colton Groome Financial Advisors, LLC 0.10% No change 1,160 $255K
Stonebridge Financial Planning Group, LLC 0.11% New 1,159 $255K
Comprehensive Financial Consultants Institutional, Inc. 0.09% Add +0.1% 1,159 $255K
Level Wealth Management LLC 0.18% — 1,157 $254K
Keebeck Wealth Management 0.04% Add +13.2% 1,157 $254K
Northern Capital Management, Inc. 0.16% Reduce -13.8% 1,156 $254K
Covestor Ltd 0.16% Reduce -9.6% 1,152 $254K
Fingerlakes Wealth Management, Inc. 0.20% Reduce -10.6% 1,154 $254K
KilterHowling LLC 0.15% No change 991 $253K
Founders Capital Management 0.16% No change 1,150 $253K
Prairie Sky Financial Group LLC 0.15% No change 1,150 $253K
Bourne Lent Asset Management Inc. 0.10% No change 1,150 $253K
Searcy Financial Services Inc. 0.12% No change 1,148 $252K
Hohimer Wealth Management, LLC 0.05% Add +6.8% 1,148 $252K
First Financial Bankshares Inc 0.01% New 1,145 $252K
Mitchell & Pahl Private Wealth, LLC 0.12% Reduce -2.9% 1,144 $251K
Intrepid Capital Management Inc. 0.16% No change 1,142 $251K
Vestor Capital, LLC 0.02% Add +0.3% 1,144 $251K
Coppell Advisory Solutions LLC 0.04% Reduce -8.2% 1,136 $250K
Loomis Sayles & Co. L P 0.00% Reduce -19.5% 1,138 $250K
Pinion Investment Advisors, LLC 0.10% Add +0.3% 1,135 $250K
Blalock Williams, LLC 0.29% — 1,132 $249K
Cetera Trust Company, N.A 0.16% No change 1,132 $249K
GEN Financial Management, INC. 0.16% — 1,131 $249K
Retirement Guys Formula LLC 0.13% Reduce -3.0% 1,131 $249K
New England Professional Planning Group Inc. 0.12% No change 1,129 $248K
GF Fund Management Co. LTD. 0.01% — 1,129 $248K
Gould Asset Management LLC 0.05% Add +17.6% 1,128 $248K
Total Wealth Planning & Management, Inc. 0.24% — 1,127 $248K
NBW Capital LLC 0.05% Reduce -26.8% 1,127 $248K
Matrix Asset Advisors Inc. 0.03% Add +0.2% 1,125 $247K
BCS Wealth Management 0.06% New 1,124 $247K
Centurion Wealth Management LLC 0.08% No change 1,123 $247K
Truepoint, Inc. 0.01% Reduce -15.0% 1,123 $247K
Shoker Investment Counsel, Inc. 0.08% Add +0.5% 1,122 $247K
TFB Advisors LLC 0.07% Add +22.2% 1,122 $247K
Rossby Financial, LCC 0.16% — 1,119 $246K
Navalign, LLC 0.07% No change 1,119 $246K
Mairs & Power Inc. 0.00% Add +9.8% 1,117 $246K
Root Financial Partners, LLC 0.03% New 1,116 $245K
Three Magnolias Financial Advisors, LLC 0.26% — 1,126 $245K
Spectrum Wealth Counsel, LLC 0.03% Reduce -17.8% 1,112 $244K
O'Keefe Stevens Advisory, Inc. 0.08% Reduce -2.2% 1,110 $244K
First Financial Corp. 0.11% Add +22.2% 1,107 $243K
Mittelman Wealth Management 0.23% Reduce -14.1% 1,105 $243K
Ameriflex Group, Inc. 0.11% — 948 $243K
Cornerstone Planning Group LLC 0.06% Add +124.3% 1,081 $242K
Canvas Wealth Advisors, LLC 0.06% Add +19.2% 1,101 $242K
Dash Acquisitions Inc. 0.05% No change 1,072 $242K
Schrum Private Wealth Management LLC 0.20% Reduce -54.5% 1,100 $242K
SRH Advisors, LLC 0.07% No change 1,100 $242K
Blue Zone Wealth Advisors, LLC 0.07% New 1,100 $242K
Cim, LLC 0.03% No change 1,097 $241K
Northwest Wealth Management, LLC 0.05% Add +0.1% 1,097 $241K
Patriot Investment Management Group, Inc. 0.02% No change 1,095 $241K
RB Capital Management, LLC 0.06% Add +0.5% 1,093 $240K
Richardson Financial Services Inc. 0.17% Reduce -6.0% 1,090 $240K
Sharper & Granite LLC 0.11% New 1,090 $240K
Ellsworth Advisors, LLC 0.06% Add +0.7% 1,088 $239K
Veery Capital, LLC 0.09% Reduce -0.4% 1,088 $239K
Gerber, LLC 0.17% No change 1,086 $239K
LongView Wealth Management 0.07% Reduce -4.2% 1,084 $238K
PFG Private Wealth Management, LLC 0.14% Add +1.1% 1,084 $238K
Citizens Business Bank 0.06% Reduce -62.4% 1,083 $238K
GW&K Investment Management, LLC 0.00% Add +0.3% 1,082 $238K
Ritter Daniher Financial Advisory LLC / DE 0.07% Add +10.4% 1,082 $238K
Strategic Investment Advisors / MI 0.03% Add +1.7% 1,081 $238K
Impact Investors, Inc 0.18% — 1,079 $237K
Chapin Davis, Inc. 0.08% No change 1,071 $237K
IAM Advisory, LLC 0.06% Add +0.7% 1,076 $237K
Left Brain Wealth Management, LLC 0.09% Reduce -1.3% 1,072 $236K
Encompass More Asset Management 0.08% New 1,070 $235K
Union Heritage Capital, LLC 0.09% No change 1,070 $235K
Rothschild Capital Partners, LLC 0.06% New 1,070 $235K
IronOak Wealth LLC. 0.26% — 1,068 $235K
Sigma Investment Counselors Inc. 0.01% New 1,067 $234K
LGT Fund Management Co Ltd. 0.02% Reduce -59.4% 1,063 $234K
Texas Capital Bank Wealth Management Services Inc 0.02% Reduce -57.4% 1,059 $233K
Gutierrez Wealth Advisory, LLC 0.19% — 1,057 $232K
Avalon Trust Co 0.02% No change 1,054 $232K
Blue Barn Wealth, LLC 0.12% Add +5.5% 1,051 $231K
Atlas Wealth Partners, LLC 0.29% No change 1,050 $231K
Burton Enright Welch 0.05% Add +10.5% 1,050 $231K
V2 Financial group LLC 0.14% No change 1,050 $231K
Braun-Bostich & Associates Inc. 0.17% Reduce -4.8% 1,049 $231K
Factor Wealth Management LTD 0.08% — 1,048 $230K
Strategic Equity Management 0.10% New 1,047 $230K
WT Wealth Management 0.07% New 1,047 $230K
Ascent Capital Management, LLC 0.23% — 1,045 $230K
Well Done, LLC 0.04% No change 1,039 $230K
Longboard Asset Management, LP 0.61% — 1,044 $230K
Gordian Advisors LLC 0.18% Add +0.3% 1,044 $229K
Victory Financial Group, LLC 0.06% — 1,043 $229K
IMS Capital Management 0.11% No change 1,042 $229K
Sunbeam Capital Management, LLC 0.21% — 1,042 $229K
Altiora Financial Group, LLC 0.05% Add +0.9% 1,041 $229K
Aspire Capital Advisors LLC 0.07% Reduce -4.3% 1,040 $229K
Clay Northam Wealth Management, LLC 0.15% Reduce -6.7% 1,039 $228K
Zions Bancorporation, N.A. 0.01% Reduce -68.2% 1,039 $228K
Lakeshore Financial Planning, Inc. 0.10% Add +0.1% 1,036 $228K
Helium Advisors LLC 0.18% — 1,036 $228K
ShankerValleau Wealth Advisors, Inc. 0.07% No change 1,035 $228K
Colonial Trust Advisors 0.02% Add +21.6% 1,035 $228K
IRON Financial LLC 0.13% Add +0.1% 1,035 $228K
Retirement Planning Group, LLC / NY 0.25% — 1,035 $228K
Friday Financial 0.16% — 1,032 $227K
First Business Financial Services, Inc. 0.02% New 1,030 $226K
McHugh Group, LLC 0.17% — 1,029 $226K
Hutchens & Kramer Investment Management Group, LLC 0.12% New 1,029 $226K
Dillon & Associates Inc. 0.03% No change 1,027 $226K
Northstar Group, Inc. 0.04% Add +1.6% 1,019 $224K
Consilio Wealth Advisors, LLC 0.09% Add +3.1% 1,016 $223K
Summit Wealth Group, LLC 0.06% Add +0.3% 1,014 $223K
James J. Burns & Company, LLC 0.04% New 1,014 $223K
Finer Wealth Management, Inc. 0.13% Reduce -1.7% 1,014 $223K
Hardin Capital Partners, LLC 0.13% No change 1,015 $222K
Old Second National Bank of Aurora 0.05% Add +1.0% 1,010 $222K
Eubel Brady & Suttman Asset Management Inc. 0.03% No change 1,010 $222K
Masso Torrence Wealth Management Inc. 0.12% Add +4.3% 1,010 $222K
Keyvantage Wealth, LLC 0.16% — 1,009 $222K
Pacific Capital Wealth Advisors, Inc. 0.04% Reduce -0.6% 1,008 $222K
Howard Bailey Securities, LLC 0.08% Add +6.1% 1,007 $221K
Private Advisory Group LLC 0.02% New 1,005 $221K
Pettinga Financial Advisors LLC 0.05% Add +0.4% 1,005 $221K
Atwater Malick LLC 0.07% Reduce -0.7% 1,004 $221K
Redhawk Wealth Advisors, Inc. 0.03% Add +1.6% 1,004 $221K
Maridea Wealth Management LLC 0.07% — 1,003 $221K
J. L. Bainbridge & Co., Inc. 0.02% Add +0.5% 1,003 $220K
Cobblestone Asset Management LLC 0.14% No change 1,000 $220K
Godshalk Welsh Capital Management, Inc. 0.14% No change 1,000 $220K
Spectrum Wealth Advisory Group, LLC 0.10% No change 1,000 $220K
Knuff & Co LLC 0.07% No change 1,000 $220K
Cannon Financial Strategists, Inc. 0.04% No change 1,000 $220K
Private Capital Advisors, Inc. 0.03% No change 1,000 $220K
Easterly Investment Partners LLC 0.02% No change 1,000 $220K
TradeWell Securities, LLC. 0.11% — 998 $219K
Kenora Financial, LLC 0.09% Add +3.1% 994 $219K
IMG Wealth Management, Inc. 0.20% — 992 $218K
Red Mountain Financial, LLC 0.23% Reduce -7.3% 990 $218K
Pinnacle Family Advisors, LLC 0.11% Add +4.0% 989 $217K
Sunflower Bank, N.A. 0.06% Add +3.0% 989 $217K
Edgemoor Investment Advisors, Inc. 0.02% No change 989 $217K
Total Investment Management Inc. 0.03% Add +5.1% 987 $217K
Orca Wealth Management, LLC 0.19% — 985 $216K
Sachem Hill LLC 0.05% No change 984 $216K
Community Financial Services Group, LLC 0.04% No change 983 $216K
First International Bank & Trust 0.07% Reduce -13.6% 982 $216K
Sterling Manor Financial, LLC 0.15% No change 981 $216K
Crane Advisory, LLC 0.04% No change 968 $216K
Lowe Wealth Advisors, LLC 0.09% No change 980 $215K
Pflug Koory, LLC 0.01% Reduce -4.9% 979 $215K
AtlasMark Financial, Inc 0.20% No change 978 $215K
Connors Investor Services Inc. 0.02% No change 978 $215K
Evermay Wealth Management LLC 0.03% No change 976 $215K
Trilogy Capital Inc. 0.01% Add +6.0% 975 $214K
Legacy Edge Advisors, LLC 0.03% Reduce -10.8% 973 $214K
Pathway Financial Advisors LLC 0.05% New 973 $214K
Talisman Wealth Advisors LLC 0.23% No change 972 $214K
Sunpointe, LLC 0.11% Reduce -7.0% 971 $213K
Planning Directions Inc. 0.12% Add +0.6% 970 $213K
Kozak & Associates, Inc. 0.05% Add +0.6% 958 $213K
Gallacher Capital Management LLC 0.11% Reduce -24.9% 969 $213K
Greenhouse Wealth Management, LLC 0.14% New 969 $213K
Financial Freedom, LLC 0.11% Add +0.6% 964 $212K
Ring Mountain Capital, LLC 0.14% — 959 $211K
Cary Street Partners Investment Advisory LLC 0.14% Reduce -96.7% 958 $211K
Regatta Capital Group, LLC 0.04% Reduce -0.8% 957 $210K
First Financial Group Corp 0.23% — 955 $210K
Y.D. More Investments Ltd 0.02% Add +0.3% 953 $209K
Tradewinds Capital Management, LLC 0.06% Add +853.0% 953 $209K
Burk Holdings LLC 0.17% — 950 $209K
Cascade Investment Advisors, Inc. 0.13% No change 950 $209K
NCP Inc. 0.11% Reduce -9.5% 950 $209K
Lumbard & Kellner, LLC 0.09% No change 950 $209K
Traveka Wealth, LLC 0.12% New 949 $209K
Shepherd Financial Partners LLC 0.02% New 947 $208K
McKinley Carter Wealth Services, Inc. 0.01% New 945 $208K
Wellment Financial 0.26% — 944 $207K
Doliver Advisors, LP 0.06% No change 943 $207K
Laffer Tengler Investments, Inc. 0.05% Reduce -1.7% 943 $207K
Leslie Global Wealth, LLC 0.10% Add +3.0% 942 $207K
FRG Family Wealth Advisors LLC 0.04% Reduce -2.7% 942 $207K
Kingdom Financial Group LLC. 0.14% Reduce -6.9% 941 $207K
Arbor Capital Management Inc. 0.20% Reduce -3.7% 916 $207K
Sharpepoint LLC 0.19% — 941 $207K
Capital Management Associates, Inc 0.08% No change 940 $207K
Iron Horse Wealth Management, LLC 0.07% Reduce -3.1% 940 $207K
Mason & Associates, LLC 0.06% No change 939 $206K
Weinberger Asset Management, Inc 0.09% No change 939 $206K
Thompson Davis & Co., Inc. 0.13% Reduce -9.4% 937 $206K
Hollencrest Capital Management 0.01% Reduce -0.6% 935 $206K
Opes Wealth Management LLC 0.04% No change 934 $205K
Acorn Creek Capital LLC 0.11% Add +2.6% 931 $205K
Tanglewood Legacy Advisors, LLC 0.09% No change 930 $204K
Waterway Wealth Management, LLC 0.09% Add +0.3% 930 $204K
Lloyd Advisory Services, LLC. 0.10% Reduce -7.7% 930 $204K
Mascoma Wealth Management LLC 0.05% Add +11.6% 927 $204K
Pennsylvania Capital Management Inc. 0.07% New 926 $204K
Apollon Financial, LLC 0.05% Add +1.3% 926 $204K
Legacy Financial Strategies, LLC 0.04% Reduce -11.1% 924 $203K
Westside Investment Management, Inc. 0.04% No change 919 $202K
Cherrydale Wealth Management, LLC 0.08% Add +1.6% 919 $202K
Great Waters Wealth Management 0.03% Reduce -6.5% 919 $202K
One Day In July LLC 0.02% New 917 $201K
Financial Insights, Inc. 0.08% No change 914 $201K
Sanders Morris Harris LLC 0.03% New 900 $201K
Roberts Wealth Advisors, LLC 0.06% New 911 $200K
RD Lewis Holdings, Inc. 0.22% — 794 $200K
Wambolt & Associates, LLC 0.06% Reduce -47.3% 911 $200K
Vanguard Capital Wealth Advisors 0.22% No change 910 $200K
Acorns Advisers, LLC 0.00% New 909 $200K
Financiere des Professionnels - Fonds d'investissement inc. 0.01% No change 900 $198K
Bruce G. Allen Investments, LLC 0.15% Add +2.5% 865 $190K
Cherry Tree Wealth Management, LLC 0.05% No change 854 $188K
Kiely Wealth Advisory Group, Inc. 0.12% No change 753 $188K
Salomon & Ludwin, LLC 0.02% Reduce -13.7% 839 $184K
Teachers Insurance & Annuity Association of America 0.24% No change 838 $184K
Stance Capital LLC 0.11% — 837 $184K
Evergreen Private Wealth LLC 0.09% No change 835 $184K
Compass Wealth Management LLC 0.04% No change 830 $182K
Pinney & Scofield, Inc. 0.14% — 824 $181K
Bollard Group LLC 0.00% No change 800 $176K
S.A. Mason LLC 0.09% Add +14.3% 797 $175K
Princeton Global Asset Management LLC 0.03% Add +24.4% 780 $171K
Kieckhefer Group LLC 0.10% — 766 $168K
West Financial Advisors, LLC 0.03% New 766 $168K
New Wave Wealth Advisors LLC 0.07% New 763 $168K
Marquette Asset Management, LLC 0.03% Reduce -10.3% 762 $168K
Johnson Financial Group, Inc. 0.01% Add +16.0% 653 $167K
Fairfield Financial Advisors, LTD 0.06% Reduce -0.8% 747 $164K
High Note Wealth, LLC 0.04% New 743 $163K
Frazier Financial Advisors, LLC 0.13% No change 733 $161K
Rakuten Securities, Inc. 0.06% Add +27.5% 732 $161K
Catalyst Capital Advisors LLC 0.00% Reduce -48.1% 726 $160K
Sanctuary Wealth Management, L.L.C. 0.10% Add +8.4% 712 $157K
GKV Capital Management Co., Inc. 0.06% — 700 $154K
Bfsg, LLC 0.02% Reduce -20.9% 700 $154K
WPG Advisers, LLC 0.14% — 694 $153K
Financial Management Professionals, Inc. 0.02% Add +5.3% 689 $151K
Cassady Schiller Wealth Management, LLC 0.05% Add +7.5% 674 $148K
Abound Wealth Management 0.05% Add +3.2% 674 $148K
Versant Capital Management, Inc 0.03% Add +92.2% 642 $141K
South Plains Financial, Inc. 0.11% — 627 $138K
Minot DeBlois Advisors LLC 0.13% — 625 $137K
First Community Trust NA 0.10% No change 620 $136K
Pension & Wealth Management Advisors, Inc. 0.05% Add +0.2% 615 $135K
Cutler Capital Management, LLC 0.06% No change 611 $134K
Glass Jacobson Investment Advisors llc 0.04% Add +3.8% 602 $132K
Paradigm Asset Management Co. LLC 0.04% Reduce -93.6% 600 $132K
Blume Capital Management, Inc. 0.03% No change 600 $132K
Transce3nd, LLC 0.04% — 587 $129K
Northwest Capital Management Inc 0.06% No change 584 $128K
Centerpoint Advisors, LLC 0.04% Reduce -19.8% 576 $127K
BankPlus Trust Department 0.04% — 577 $127K
PrairieView Partners, LLC 0.01% No change 570 $125K
Crowley Wealth Management, Inc. 0.11% — 567 $125K
Proffitt & Goodson Inc. 0.02% No change 555 $122K
Centennial Bank 0.06% No change 553 $122K
Spurstone Advisory Services, LLC 2.30% — 550 $121K
Financial Avengers, Inc. 0.06% Add +0.7% 542 $119K
Pin Oak Investment Advisors Inc. 0.11% No change 535 $118K
Vermillion Wealth Management, Inc. 0.06% — 527 $116K
Peoples Bank 0.08% No change 525 $115K
JNBA Financial Advisors 0.01% Add +11.7% 508 $112K
Aspect Partners, LLC 0.06% Reduce -9.0% 504 $111K
Gould Capital, LLC 0.08% Reduce -30.6% 500 $110K
Blue Bell Private Wealth Management, LLC 0.02% No change 497 $109K
Prestige Wealth Management Group LLC 0.02% No change 493 $108K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 491 $108K
Elevation Wealth Partners, LLC 0.05% Add +30.9% 491 $108K
MRP Capital Investments, LLC 0.10% No change 490 $108K
West Oak Capital, LLC 0.06% No change 485 $107K
Creekmur Asset Management LLC 0.02% Add +0.2% 477 $105K
Evelyn Partners Investment Management (Europe) Ltd 0.04% — 470 $103K
Wolff Wiese Magana LLC 0.07% No change 466 $102K
Darwin Wealth Management, LLC 0.03% No change 466 $102K
Kennebec Savings Bank 0.10% No change 460 $100K
Atticus Wealth Management, LLC 0.03% Reduce -33.6% 452 $99K
Maryland Capital Advisors Inc. 0.05% No change 450 $99K
General Partner, Inc. 0.06% No change 449 $99K
Mainstream Capital Management LLC 0.07% New 441 $97K
First Pacific Financial 0.02% Add +10.0% 440 $97K
MidAtlantic Capital Management, Inc. 0.07% No change 436 $96K
Burkett Financial Services, LLC 0.04% Add +0.7% 433 $95K
Louisbourg Investments Inc. 0.02% Add +74.9% 432 $95K
Trust Co 0.01% No change 431 $95K
Cedar Mountain Advisors, LLC 0.02% Add +0.7% 429 $94K
Granite FO LLC 0.05% No change 428 $94K
Conquis Financial LLC 0.10% — 427 $94K
New England Capital Financial Advisors LLC 0.05% No change 421 $93K
REAP Financial Group, LLC 0.02% Add +190.2% 415 $91K
Physician Wealth Advisors, Inc. 0.02% New 409 $90K
Curio Wealth, LLC 0.05% — 401 $88K
Financial Gravity Companies, Inc. 0.02% New 400 $88K
Bell Investment Advisors, Inc 0.02% Add +1.3% 399 $88K
Sierra Ocean, LLC 0.07% — 393 $87K
Fairscale Capital, LLC 0.07% No change 390 $86K
2UniFi Bank 0.06% — 389 $86K
Aviso Financial Inc. 0.00% No change 387 $85K
Ogorek Anthony Joseph /NY/ 0.03% Reduce -2.0% 382 $84K
CGC Financial Services, LLC 0.03% No change 378 $83K
Bank & Trust Co 0.07% No change 376 $83K
Meeder Asset Management Inc. 0.01% Reduce -34.8% 373 $82K
Accredited Wealth Management, LLC 0.07% — 366 $81K
Centricity Wealth Management, LLC 0.07% — 364 $80K
Hoese & Co LLP 0.07% New 357 $78K
Clarity Asset Management, Inc. 0.05% Add +0.8% 357 $78K
Paladin Advisory Group, LLC 0.06% No change 348 $77K
Newton One Investments LLC 0.03% New 347 $76K
Wood Tarver Financial Group, LLC 0.03% — 347 $76K
Financial Life Planners 0.06% — 329 $73K
Hager Investment Management Services, LLC 0.05% — 330 $73K
Robbins Farley 0.03% Add +1.9% 319 $70K
Mowery & Schoenfeld Wealth Management, LLC 0.14% Add +31.7% 316 $69K
Painted Porch Advisors LLC 0.03% Add +88.6% 315 $69K
Avion Wealth 0.02% Add +2.3% 317 $69K
Pacific Center for Financial Services 0.02% No change 312 $69K
RE Dickinson Investment Advisors, LLC 0.06% Add +1.0% 311 $68K
Whipplewood Advisors, LLC 0.04% — 309 $68K
Bradley & Co. Private Wealth Management, LLC 0.04% — 305 $67K
Dunhill Financial, LLC 0.03% Add +26.5% 301 $66K
Briaud Financial Planning Inc 0.03% Add +6.7% 303 $66K
WealthCollab, LLC 0.04% No change 300 $66K
Advantage Trust Co 0.04% No change 300 $66K
Keener Financial Planning LLC 0.04% No change 300 $65K
Tsfg, LLC 0.01% Add +0.3% 294 $65K
Richardson Capital Management LLC 0.04% No change 275 $60K
Tidemark, LLC 0.02% Reduce -20.1% 271 $60K
Montag & Caldwell, LLC 0.01% New 270 $59K
Activest Wealth Management 0.02% Add +2.8% 255 $56K
Horizon Bancorp Inc. 0.03% Reduce -44.2% 250 $55K
Atlantic Private Wealth, LLC 0.04% No change 250 $55K
GoalVest Advisory LLC 0.01% No change 248 $55K
Graney & King, LLC 0.04% — 243 $53K
Evelyn Partners Investment Management Services Ltd 0.01% — 232 $51K
Quest 10 Wealth Builders, Inc. 0.05% — 230 $51K
Promus Capital, LLC 0.04% — 220 $48K
M & L Capital Management Ltd 0.01% — 220 $48K
Gleason Group, Inc. 0.01% Add +0.5% 217 $48K
Red Tortoise LLC 0.02% Add +5.9% 215 $47K
Morton Brown Family Wealth, LLC 0.02% Reduce -38.4% 207 $46K
Steph & Co. 0.02% No change 207 $46K
CBIZ Investment Advisory Services, LLC 0.00% Add +4.6% 206 $45K
Lam Group, Inc. 0.03% No change 202 $44K
Financial Network Wealth Advisors LLC 0.08% Reduce -88.3% 200 $44K
Oliver Lagore Vanvalin Investment Group 0.01% No change 200 $44K
Caitlin John, LLC 0.03% Reduce -12.3% 200 $44K
IFS Advisors, LLC 0.03% No change 197 $43K
JTC Employer Solutions Trustee Ltd 0.00% No change 197 $43K
Measured Risk Portfolios, Inc. 0.05% — 195 $43K
Park Square Financial Group, LLC 0.03% — 194 $43K
Tacita Capital Inc 0.03% Add +174.3% 192 $42K
Davis Capital Management 0.03% No change 186 $41K
Modus Advisors, LLC 0.01% New 181 $40K
Raffa Wealth Management, LLC 0.01% Add +3.5% 177 $39K
Wintrust Investments LLC 0.03% Reduce -14.6% 175 $38K
FPC Investment Advisory, Inc. 0.03% No change 140 $36K
Rialto Wealth Management, LLC 0.01% — 161 $35K
Financial Perspectives, Inc 0.01% No change 160 $35K
Valued Wealth Advisors LLC 0.02% Add +134.3% 157 $35K
Avondale Wealth Management 0.02% Add +56.0% 156 $34K
Heck Capital Advisors, LLC 0.00% No change 155 $34K
Transcendent Capital Group LLC 0.02% No change 154 $34K
Gables Capital Management Inc. 0.02% No change 150 $33K
Van Lanschot Kempen Investment Management N.V. 0.00% No change 147 $32K
Rogco, LP 0.01% No change 145 $32K
Horrell Capital Management, Inc. 0.01% No change 139 $31K
DHJJ Financial Advisors, Ltd. 0.01% No change 139 $31K
Vision Financial Markets LLC 0.03% — 139 $31K
Legacy Investment Solutions, LLC 0.02% Add +10.2% 119 $30K
Legacy Wealth Managment, LLC 0.02% Add +10.2% 119 $30K
Park Place Capital Corp 0.01% No change 136 $30K
Hara Capital LLC 0.02% No change 131 $29K
Hazlett, Burt & Watson, Inc. 0.01% No change 127 $28K
Winch Advisory Services, LLC 0.01% Add +51.3% 121 $27K
Signature Resources Capital Management, LLC 0.02% No change 120 $26K
Compass Financial Services Inc 0.01% — 118 $26K
American Capital Advisory, LLC 0.01% No change 116 $26K
Creative Capital Management Investments LLC 0.01% Add +52.7% 113 $25K
XY Capital Ltd 0.03% New 110 $24K
FWL Investment Management, LLC 0.01% Reduce -12.0% 110 $24K
Mendota Financial Group, LLC 0.01% Reduce -1.9% 105 $23K
Bellevue Asset Management, LLC 0.01% No change 102 $23K
Lipe & Dalton 0.01% No change 100 $22K
Trivant Custom Portfolio Group, LLC 0.01% No change 100 $22K
Ruedi Wealth Management, Inc. 0.01% No change 100 $22K
Evolution Advisers, Inc. 0.01% No change 100 $21K
Accordant Advisory Group Inc 0.02% No change 92 $20K
WealthTrak Capital Management LLC 0.02% — 91 $20K
Copia Wealth Management 0.02% — 85 $19K
Family CFO Inc 0.01% No change 82 $18K
Hurley Capital, LLC 0.01% — 75 $18K
FLP Wealth Management, LLC 0.05% — 81 $18K
Retirement Wealth Solutions LLC 0.01% — 81 $18K
Costello Asset Management, INC 0.01% New 80 $18K
Horizon Financial Services, LLC 0.01% No change 80 $18K
Arcadia Investment Management Corp. 0.00% No change 75 $16K
Robinswood Financial LLC 0.01% No change 74 $16K
Murphy & Mullick Capital Management Corp 0.01% — 72 $16K
Fairway Wealth LLC 0.01% New 70 $15K
Consultiva Wealth Management, Corp. 0.08% New 70 $15K
ROSS\JOHNSON & Associates LLC 0.35% — 69 $15K
Carolina Wealth Advisors, LLC 0.01% Reduce -96.6% 69 $15K
Guardian Wealth Management, Inc. 0.01% No change 69 $15K
Sugar Maple Asset Management, LLC 0.01% New 67 $15K
Redwood Park Advisors LLC 0.01% — 66 $15K
New Millennium Group LLC 0.01% New 61 $13K
Mark Sheptoff Financial Planning, LLC 0.01% No change 100 $13K
Wells Financial Advisors INC 0.02% No change 58 $13K
Trifecta Capital Advisors, LLC 0.00% No change 56 $12K
Bray Capital Advisors 0.00% No change 50 $11K
Ramirez Asset Management, Inc. 0.00% No change 50 $11K
Fairman Group, LLC 0.01% Add +2.1% 48 $10K
True Wealth Design, LLC 0.00% Add +35.5% 42 $9K
Atlatl Advisers LLC 0.01% — 40 $9K
Westend Capital Management, LLC 0.00% No change 40 $9K
Quarry LP 0.00% Reduce -92.5% 40 $9K
Navigoe, LLC 0.01% — 40 $8K
Capital A Wealth Management, LLC 0.01% — 35 $8K
Horizons Wealth Management 0.01% No change 35 $8K
Silicon Valley Capital Partners 0.00% New 31 $7K
Highline Wealth Partners LLC 0.00% Add +19.2% 31 $7K
Cordant, Inc. 0.00% No change 30 $7K
HBC Financial Services, PLLC 0.00% No change 30 $6K
Principia Wealth Advisory, LLC 0.00% — 23 $5K
Talon Private Wealth, LLC 0.00% Reduce -28.1% 23 $5K
Comprehensive Financial Planning, Inc. 0.00% — 21 $5K
PayPay Securities Corp 0.18% Reduce -9.5% 19 $4K
Winnacle Wealth LLC 0.00% — 19 $4K
Nvwm, LLC 0.00% Add +13.3% 17 $4K
Financially Speaking Inc 0.00% — 16 $4K
Synergy Investment Management, LLC 0.00% — 15 $3K
Parkworth Wealth Management, Inc. 0.00% — 258 $3K
JDM Financial Group LLC 0.00% No change 13 $3K
Lanark Financial, Inc. 0.20% — 10 $2K
Eukles Asset Management 0.00% No change 10 $2K
Sherman Asset Management, Inc. 0.00% — 6 $1K
Runnymede Capital Advisors, Inc. 0.00% — 5 $1K
Picton Mahoney Asset Management 0.00% No change 5 $1K
WestEnd Advisors, LLC 0.00% No change 4 $879
PEAK6 LLC 0.00% — 4 $859
Morse Asset Management, Inc 0.00% No change 2 $440
LMR Partners LLP 0.00% Reduce -99.6% 2 $440
Innovative Advisory Group, LLC 0.00% — 1 $269
Halbert Hargrove Global Advisors, LLC 0.00% New 1 $114

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