IntuitINTU

13F holders, Q2 2025 (June 30)
2,212holders +182
283new positions
96sold out
21famous investors
$787.23avg. 13F price*

At the end of Q2 2025, 2,212 institutions reported holding Intuit Inc. (INTU) in their 13F filings, up 182 from Q1 2025. 283 opened new positions and 96 sold out. The largest holders were Vanguard Group Inc. ($21.8B), BlackRock, Inc. ($20.3B) and State Street Corp. ($10.0B). 21 famous investors held it, including Dev Kantesaria (4.6% of Valley Forge Capital Management's portfolio), Stephen Mandel (4.4% of Lone Pine Capital's portfolio) and Philippe Laffont (2.3% of Coatue Management's portfolio).

Company
Intuit Inc.
Sector
Technology
CUSIP
461202103
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,943Q1 2024Q2 2024: 1,966Q2 2024Q3 2024: 1,968Q3 2024Q4 2024: 2,067Q4 2024Q1 2025: 2,030Q1 2025Q2 2025: 2,212Q2 2025Q3 2025: 2,196Q3 2025Q4 2025: 2,268Q4 2025Q1 2026: 2,019Q1 2026Q2 2026: 1,752Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions283$3.2B
Exits96$1.9B

All 13F filers, Q1 2025 → Q2 2025: 17,099,643 shares bought and 13,530,952 shares sold, net +3,568,691 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,212 holders

Vanguard Group Inc. 0.35% Add +1.4% 27,707,966 $21.8B
BlackRock, Inc. 0.39% Add +6.1% 25,831,802 $20.3B
State Street Corp. 0.38% Add +1.0% 12,724,323 $10.0B
JPMorgan Chase & Co. 0.48% Reduce -0.4% 8,821,838 $6.9B
T. Rowe Price Associates Inc. 0.74% Reduce -8.6% 8,240,009 $6.5B
Geode Capital Management, LLC 0.35% Add +1.8% 6,423,636 $5.0B
Wellington Management Group LLP 0.84% Add +3.6% 5,856,635 $4.6B
Morgan Stanley 0.23% Add +2.7% 4,493,498 $3.5B
Norges Bank 0.41% Add +4.1% 4,150,210 $3.3B
Invesco Ltd. 0.47% Add +13.2% 3,485,764 $2.7B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.53% Add +12.3% 3,335,966 $2.6B
Northern Trust Corp. 0.36% Add +0.0% 3,291,158 $2.6B
State Farm Mutual Automobile Insurance Co. 2.13% No change 3,058,534 $2.4B
Brown Advisory Inc. 3.15% Reduce -11.8% 3,038,509 $2.4B
FMR LLC 0.13% Add +11.5% 3,005,347 $2.4B
Fisher Asset Management 0.87% Reduce -14.0% 2,772,454 $2.2B
Bank of New York Mellon Corp 0.35% Add +1.3% 2,324,987 $1.8B
Edgewood Management LLC 5.61% Reduce -7.5% 2,238,950 $1.8B
Goldman Sachs Group Inc. 0.26% Reduce -1.8% 2,039,500 $1.6B
Nuveen, LLC 0.44% Add +41.4% 2,031,890 $1.6B
Royal Bank of Canada 0.29% Reduce -2.7% 1,914,570 $1.5B
Barclays PLC 0.61% Reduce -2.8% 1,912,535 $1.5B
Legal & General Group Plc 0.37% Add +1.5% 1,902,435 $1.5B
Charles Schwab Investment Management Inc. 0.26% Add +2.3% 1,880,661 $1.5B
Amundi 0.50% Reduce -20.5% 1,877,784 $1.4B
Bank of America Corp. 0.12% Add +13.6% 1,814,832 $1.4B
Janus Henderson Group PLC 0.63% Add +2.7% 1,638,070 $1.3B
Unisphere Establishment 9.51% No change 1,500,000 $1.2B
Franklin Resources Inc. 0.32% Add +22.1% 1,489,369 $1.2B
Deutsche Bank AG 0.43% Add +16.2% 1,480,145 $1.2B
Ninety One UK Ltd 2.70% Add +3.6% 1,458,792 $1.1B
T. Rowe Price Investment Management, Inc. 0.72% Add +3.6% 1,451,304 $1.1B
Sustainable Growth Advisers, LP 5.64% Reduce -4.0% 1,386,636 $1.1B
Primecap Management Co. 0.82% Reduce -5.5% 1,307,737 $1.0B
Ameriprise Financial Inc. 0.24% Add +0.5% 1,241,958 $978.6M
Arrowstreet Capital, Limited Partnership 0.67% Add +6.5% 1,201,116 $946.0M
Wells Fargo & Company 0.20% Add +2.4% 1,173,507 $924.3M
Clearbridge Investments, LLC 0.73% Reduce -3.9% 1,139,152 $897.2M
UBS Group AG 0.19% Add +12.0% 1,134,602 $893.6M
Parnassus Investments, LLC 2.06% Reduce -3.0% 1,134,238 $893.4M
Coatue Management 2.30% Add +58.8% 1,046,096 $823.9M
Victory Capital Management Inc. 0.53% Add +273.4% 1,027,284 $807.1M
Winslow Capital Management, LLC 2.61% New 993,711 $782.7M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 6.43% Reduce -1.2% 923,694 $727.5M
Envestnet Asset Management Inc. 0.21% Reduce -0.1% 921,569 $725.9M
Fayez Sarofim & Co 1.71% Reduce -1.4% 897,212 $711.6M
Nordea Investment Management AB 0.64% Add +30.6% 875,558 $687.0M
California Public Employees Retirement System 0.43% Add +8.0% 860,698 $677.9M
Pictet Asset Management Holding SA 0.69% Reduce -18.6% 857,535 $675.4M
Swiss National Bank 0.40% Add +7.2% 846,200 $666.5M
D. E. Shaw & Co. 0.68% Reduce -46.1% 814,196 $641.3M
Sumitomo Mitsui Trust Group, Inc. 0.39% Add +4.6% 793,399 $624.9M
Durable Capital Partners LP 4.67% Add +12.2% 782,292 $616.2M
Lone Pine Capital 4.40% Reduce -45.0% 771,666 $607.8M
Schroder Investment Management Group 0.48% Add +12.3% 721,764 $568.5M
Alliancebernstein L.P. 0.18% Reduce -4.4% 704,538 $554.9M
Ako Capital LLP 6.72% Add +21.6% 675,783 $532.3M
Lindsell Train Ltd 12.36% Reduce -10.2% 665,786 $524.4M
Nicholas Hoffman & Company, LLC. 13.38% New 657,460 $517.8M
National Pension Service 0.45% Add +10.9% 655,890 $516.6M
HSBC Holdings PLC 0.33% Reduce -11.9% 640,707 $504.7M
Macquarie Group Ltd. 0.62% Add +61.0% 637,571 $502.2M
BNP Paribas Financial Markets 0.40% Reduce -12.1% 635,530 $500.6M
Jensen Investment Management Inc. 5.80% Reduce -24.2% 628,445 $495.0M
Neuberger Berman Group LLC 0.37% Reduce -4.9% 611,769 $481.7M
Citigroup Inc. 0.33% Add +10.8% 604,606 $476.2M
Dimensional Fund Advisors LP 0.11% Reduce -2.1% 582,407 $458.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.35% Add +6.9% 555,370 $437.4M
Rhumbline Advisers 0.37% Reduce -0.5% 548,557 $432.1M
Farallon Capital Management, L.L.C. 1.93% Reduce -36.1% 536,658 $422.7M
Vontobel Holding Ltd. 1.37% Reduce -8.6% 529,287 $416.9M
Sei Investments Co. 0.48% Add +100.8% 524,440 $413.1M
Eagle Capital Management LLC 1.36% Add +4.1% 522,286 $411.4M
William Blair Investment Management, LLC 1.08% Reduce -10.2% 517,131 $407.3M
Canada Pension Plan Investment Board 0.34% Add +1.1% 497,226 $391.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.95% Reduce -16.3% 494,851 $389.8M
Qube Research & Technologies Ltd 0.53% Reduce -18.1% 483,310 $380.7M
Capital Research Global Investors 0.08% Add +0.2% 480,343 $378.3M
DSM Capital Partners LLC 5.31% Reduce -4.7% 455,875 $359.1M
Findlay Park Partners LLP 3.70% Add +15.3% 455,645 $358.9M
Comgest Global Investors S.A.S. 6.12% Add +1.1% 455,534 $358.8M
FIL Ltd 0.31% Reduce -15.9% 454,328 $357.8M
ProShare Advisors LLC 0.71% Add +3.9% 450,068 $354.5M
Balyasny Asset Management L.P. 0.81% Reduce -22.2% 444,417 $350.0M
California State Teachers Retirement System 0.38% Add +1.3% 435,480 $343.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.62% Add +12.4% 433,488 $341.4M
Two Sigma Advisers, LP 0.69% Add +251.2% 426,700 $336.1M
Prudential Financial Inc. 0.43% Add +18.3% 426,513 $335.9M
Raymond James Financial Inc. 0.12% Reduce -0.9% 426,158 $335.7M
Navera Investment Management Ltd. 6.02% Add +0.4% 420,555 $331.2M
Voloridge Investment Management, LLC 1.21% New 418,053 $329.3M
Allianz Asset Management GmbH 0.44% Reduce -10.0% 416,026 $327.7M
Stifel Financial Corp. 0.30% Add +0.8% 393,038 $309.6M
Fundsmith 1.26% Add +102.9% 368,540 $290.3M
Russell Investments Group, Ltd. 0.36% Reduce -0.8% 362,142 $284.8M
Manufacturers Life Insurance Company, The 0.25% Add +55.9% 355,651 $280.1M
Principal Financial Group Inc. 0.14% Reduce -7.7% 339,103 $267.1M
New York State Common Retirement Fund 0.35% Reduce -1.0% 336,831 $265.3M
Holocene Advisors, LP 0.64% Reduce -42.7% 330,154 $260.0M
Royal London Asset Management Ltd. 0.57% Add +4.7% 317,451 $250.0M
National Bank of Canada 0.27% Reduce -22.7% 316,054 $248.9M
Lazard Asset Management LLC 0.38% Add +151.8% 315,628 $248.6M
Williams Jones Wealth Management, LLC. 2.96% Add +0.9% 314,759 $247.9M
Voya Investment Management LLC 0.28% Add +167.7% 313,951 $247.3M
Rathbones Group PLC 1.07% Add +4.1% 313,703 $247.1M
Acadian Asset Management LLC 0.51% Add +34.9% 312,866 $246.4M
DekaBank Deutsche Girozentrale 0.44% Add +0.1% 314,704 $246.1M
Natixis Advisors, LLC 0.37% Add +18.8% 299,886 $236.2M
Local Pensions Partnership Investment Ltd 4.35% Reduce -5.6% 299,281 $235.7M
Point72 Asset Management 0.59% Reduce -45.9% 298,992 $235.5M
Man Group plc 0.52% Add +46.3% 297,646 $234.4M
AQR Capital Management 0.19% Add +117.8% 298,385 $234.1M
First Trust Advisors LP 0.19% Reduce -18.3% 296,265 $233.3M
Saturna Capital Corp. 3.15% Add +0.2% 295,763 $233.0M
W1M Investment Management Ltd 3.20% Add +0.8% 295,313 $232.6M
Citadel Advisors 0.20% Reduce -57.1% 290,456 $228.8M
CANADA LIFE ASSURANCE Co 0.36% Add +16.8% 287,054 $226.4M
Skandinaviska Enskilda Banken AB (publ) 0.98% Reduce -0.6% 286,888 $226.0M
Adage Capital Partners Gp, L.L.C. 0.37% Reduce -18.3% 276,100 $217.5M
Bank Julius Baer & Co. Ltd, Zurich 0.64% Reduce -4.5% 273,992 $215.8M
SurgoCap Partners LP 8.09% New 267,785 $210.9M
State Board of Administration of Florida Retirement System 0.37% Add +1.0% 267,021 $210.3M
Valley Forge Capital Management 4.58% Reduce -11.4% 263,312 $207.4M
Magellan Asset Management Ltd 2.37% Reduce -21.2% 263,001 $207.1M
Two Sigma Investments, LP 0.38% Add +148.3% 257,787 $203.0M
Blair William & Co. 0.56% Reduce -0.1% 255,338 $201.1M
Bank of Montreal 0.10% Reduce -10.9% 253,049 $199.3M
Danske Bank A/S 0.49% Add +23.3% 250,379 $197.2M
Robeco Institutional Asset Management B.V. 0.31% Add +39.1% 246,238 $193.9M
Bank of Nova Scotia 0.38% Add +55.5% 234,960 $185.1M
Squarepoint Ops LLC 0.41% Add +56.1% 234,743 $184.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.36% Reduce -7.7% 234,457 $184.6M
Aberdeen Group plc 0.31% Add +8.8% 231,319 $182.1M
New York State Teachers Retirement System 0.38% Add +0.2% 230,256 $181.4M
Ensign Peak Advisors, Inc 0.31% Add +4.0% 229,435 $180.7M
Alyeska Investment Group, L.P. 0.64% Add +93.1% 228,770 $180.2M
LPL Financial LLC 0.06% Add +17.5% 223,705 $176.2M
Marshall Wace, LLP 0.21% Reduce -76.0% 217,921 $171.6M
Liontrust Investment Partners LLP 2.45% Add +8.3% 217,771 $171.5M
Handelsbanken Fonder AB 0.60% Add +20.4% 215,785 $170.0M
Aviva PLC 0.34% Reduce -14.0% 211,441 $166.5M
Korea Investment CORP 0.37% Add +0.1% 210,614 $165.9M
Toronto Dominion Bank 0.36% Add +25.8% 209,378 $164.9M
Zurich Insurance Group Ltd 1.23% New 202,132 $159.2M
CCLA Investment Management 2.57% Reduce -3.7% 199,018 $156.7M
Marex Group Ltd 2.97% Add +13.0% 198,139 $156.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.38% Add +44.6% 194,449 $153.2M
Cerity Partners LLC 0.27% New 191,066 $150.5M
Temasek Holdings (Private) Ltd 0.55% Add +140.3% 180,357 $142.1M
Mitsubishi UFJ Trust & Banking Corp 0.33% Add +9.4% 179,952 $141.7M
AXA S.A. 0.41% Reduce -21.7% 179,258 $141.2M
US Bancorp \de 0.18% Add +0.3% 177,729 $140.0M
Worldquant Millennium Advisors LLC 0.69% Add +1.4% 175,656 $138.4M
Anomaly Capital Management, LP 4.38% New 174,903 $137.8M
Select Equity Group, L.P. 0.58% Reduce -25.1% 172,885 $136.2M
Treasurer of the State of North Carolina 0.44% Add +26.4% 172,607 $135.9M
Milestone Resources Group Ltd 7.08% Add +6.1% 172,104 $135.6M
Storebrand Asset Management As 0.39% Add +1.2% 171,448 $135.0M
Quilter Plc 2.45% Reduce -1.1% 170,592 $134.4M
Ownership Capital B.V. 7.73% Reduce -24.1% 168,925 $133.1M
State of Wisconsin Investment Board 0.31% Reduce -0.8% 162,979 $128.4M
Hyperion Asset Management Ltd 4.00% Add +9.6% 160,733 $126.6M
Erste Asset Management GmbH 1.07% Add +344.7% 161,981 $126.3M
APG Asset Management N.V. 0.36% Reduce -37.6% 183,586 $123.2M
Susquehanna International Group, LLP 0.19% Add +50.1% 155,198 $122.2M
Castle Hook Partners LP 1.77% New 152,842 $120.4M
Millennium Management 0.11% Reduce -67.2% 152,618 $120.2M
PNC Financial Services Group, Inc. 0.08% Add +29.1% 152,264 $119.9M
Chicago Capital, LLC 2.95% Add +3.9% 151,574 $119.4M
Union Bancaire Privee, UBP SA 1.75% Reduce -3.6% 154,227 $118.9M
Chevy Chase Trust Holdings, LLC 0.34% Add +0.6% 147,828 $116.4M
Mackenzie Financial Corp. 0.15% Add +14.6% 144,740 $114.0M
American Century Companies Inc. 0.06% Add +77.2% 144,514 $113.8M
Baillie Gifford & Co. 0.08% Add +7.5% 139,505 $109.9M
Caisse de depot et placement du Quebec 0.23% Add +32.0% 138,982 $109.5M
Davis R M Inc. 2.03% Add +0.1% 138,907 $109.4M
ShawSpring Partners LLC 13.80% Reduce -16.8% 138,823 $109.3M
Trexquant Investment LP 1.23% Add +67.0% 138,752 $109.3M
TD Asset Management Inc 0.09% Reduce -1.8% 138,213 $108.9M
Focus Partners Wealth 0.23% Add +0.3% 137,265 $108.1M
Mediolanum International Funds Ltd 1.25% Add +12.4% 134,785 $104.7M
Nissay Asset Management Corp. /Japan 0.61% Add +46.5% 132,612 $104.4M
Corient Private Wealth LP 0.14% Add +4.8% 131,779 $103.8M
Fernbridge Capital Management LP 4.93% Reduce -77.0% 131,543 $103.6M
Swedbank AB 0.12% Add +11.4% 130,528 $102.8M
Mirae Asset Global Investments Co., Ltd. 0.36% Reduce -35.5% 129,740 $102.2M
Bartlett & Co. Wealth Management LLC 1.42% Add +2.3% 128,910 $101.5M
Bowie Capital Management, LLC 4.79% Reduce -14.7% 128,372 $101.1M
ING Groep NV 0.61% Add +110.5% 128,068 $100.9M
E. Ohman J:or Asset Management AB 2.49% Add +73.8% 127,434 $100.4M
Asset Management One Co., Ltd. 0.31% Add +4.9% 126,304 $99.5M
Capitolis Liquid Global Markets LLC 0.72% Reduce -0.8% 125,000 $98.5M
Natixis 0.49% Add +108.1% 123,990 $97.7M
KLP Kapitalforvaltning As 0.42% Add +11.3% 123,145 $97.0M
Panagora Asset Management Inc. 0.43% Add +87.0% 120,501 $94.9M
Palestra Capital Management LLC 2.81% Reduce -47.4% 120,479 $94.9M
Pinebridge Investments, L.P. 0.75% Add +26.8% 119,513 $94.1M
Bristol Gate Capital Partners Inc. 5.20% Reduce -18.6% 116,103 $91.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.53% Reduce -7.6% 115,744 $91.2M
Public Employees Retirement System of Ohio 0.30% Reduce -1.3% 114,941 $90.5M
Fundsmith Investment Services LTD. 1.22% Add +141.2% 114,068 $89.8M
Nisa Investment Advisors, LLC 0.40% Reduce -5.3% 111,861 $88.1M
Baird Financial Group, Inc. 0.15% Add +14.8% 111,621 $87.9M
Calamos Advisors LLC 0.55% Add +31.9% 110,731 $87.2M
Healthcare of Ontario Pension Plan Trust Fund 0.18% Reduce -22.2% 110,387 $86.9M
CIBC Asset Management Inc 0.27% Reduce -3.0% 109,177 $86.0M
Swiss Life Asset Management Ltd 0.52% Add +17.6% 108,234 $85.2M
Ninety One North America, Inc. 4.13% Add +47.2% 106,904 $84.2M
Rafferty Asset Management, LLC 0.28% Add +10.6% 106,789 $84.1M
Nomura Asset Management Co. Ltd. 0.23% Add +6.2% 105,863 $83.4M
Disciplined Growth Investors Inc. 1.58% Reduce -41.3% 105,131 $82.8M
SG Americas Securities, LLC 0.37% Add +88.5% 104,582 $82.4M
Mn Services Vermogensbeheer B.V. 0.57% Add +1.5% 104,505 $82.3M
Teacher Retirement System of Texas 0.33% Reduce -1.4% 100,858 $79.4M
DF Dent & Co. Inc. 0.99% Reduce -2.1% 99,506 $78.4M
Bradley Foster & Sargent Inc. 1.22% Reduce -1.2% 99,190 $78.1M
Mariner, LLC 0.11% Add +86.5% 98,996 $78.0M
NS Partners Ltd 3.15% Reduce -3.0% 97,828 $77.1M
State of Tennessee, Department of Treasury 0.28% Reduce -1.9% 97,649 $76.9M
Resona Asset Management Co.,Ltd. 0.37% Add +5.9% 97,395 $76.5M
Abn Amro Investment Solutions 1.53% Reduce -5.8% 96,730 $76.2M
Quantinno Capital Management LP 0.33% Add +140.1% 95,367 $75.1M
Schonfeld Strategic Advisors LLC 0.56% Add +757.1% 94,843 $74.7M
State of New Jersey Common Pension Fund D 0.29% Reduce -0.0% 94,402 $74.4M
DJE Kapital AG 1.81% New 94,992 $74.4M
Comerica Bank 0.28% Add +6.5% 92,956 $73.2M
Assenagon Asset Management S.A. 0.12% Reduce -72.8% 92,164 $72.6M
Truist Financial Corp. 0.11% Add +1.2% 91,539 $72.1M
Massachusetts Financial Services Co. 0.02% Reduce -2.9% 89,952 $70.8M
STRS Ohio 0.26% Add +6.7% 88,631 $69.8M
Nippon Life Global Investors Americas, Inc. 3.04% Reduce -5.4% 87,960 $69.3M
Whale Rock Capital Management 0.95% New 87,168 $68.7M
Lansforsakringar Fondforvaltning AB (publ) 0.39% Reduce -5.4% 86,027 $67.8M
Pacer Advisors, Inc. 0.18% Add +111.7% 85,953 $67.7M
Wedge Capital Management L L P 1.20% Reduce -9.8% 85,070 $67.0M
UniSuper Management Pty Ltd 0.45% Reduce -2.1% 84,968 $66.9M
MetLife Investment Management, LLC 0.39% Reduce -1.1% 83,556 $65.8M
Johnson Investment Counsel Inc. 0.59% Add +0.4% 83,041 $65.4M
Birch Hill Investment Advisors LLC 2.88% Reduce -3.7% 82,391 $64.9M
Daiwa Securities Group Inc. 0.24% Add +7.8% 82,349 $64.9M
Captrust Financial Advisors 0.14% Add +6.3% 82,194 $64.7M
Forsta Ap-Fonden 0.42% Add +1.1% 82,000 $64.6M
Arizona State Retirement System 0.37% Reduce -0.5% 81,683 $64.3M
LGT Group Foundation 0.80% Reduce -10.8% 81,404 $64.1M
Vident Advisory, LLC 0.72% Add +72.4% 80,932 $63.7M
Investment House LLC 3.14% Reduce -0.6% 78,773 $62.0M
NFJ Investment Group, LLC 2.13% Reduce -15.2% 77,592 $61.1M
KBC Group NV 0.16% Add +12.7% 76,736 $60.4M
M&G PLC 0.34% Add +11.5% 76,419 $60.2M
State of Michigan Retirement System 0.31% Add +0.1% 75,990 $59.9M
Kinetic Partners Management, LP 3.27% Add +3.1% 75,899 $59.8M
Keybank National Association 0.22% Reduce -2.4% 75,488 $59.5M
NEOS Investment Management LLC 0.72% Add +49.9% 74,186 $58.4M
Jefferies Financial Group Inc. 1.01% Add +1970.7% 74,067 $58.3M
Alta Capital Management LLC/ 3.31% Add +3.2% 73,904 $58.2M
Cubist Systematic Strategies, LLC 0.63% New 73,811 $58.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.54% Add +26.0% 73,740 $58.1M
Mogy Joel R Investment Counsel Inc. 3.33% Add +0.2% 73,231 $57.7M
Mar Vista Investment Partners LLC 4.36% Reduce -0.7% 72,275 $56.9M
Suncoast Equity Management 5.81% Reduce -0.5% 72,045 $56.7M
Amova Asset Management Americas, Inc. 0.56% Reduce -5.7% 71,902 $56.6M
Xponance LLC 0.47% Add +8.5% 70,666 $55.7M
Guinness Asset Management LTD 0.98% Reduce -2.0% 69,482 $54.7M
NorthCrest Asset Manangement, LLC 1.47% Reduce -0.7% 69,896 $54.6M
Capital Fund Management S.A. 0.60% Reduce -2.1% 68,845 $54.2M
Guggenheim Capital LLC 0.44% Add +26.7% 68,730 $54.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.29% Add +7.1% 68,564 $54.0M
Czech National Bank 0.42% Add +6.3% 68,334 $53.8M
Assetmark, Inc. 0.12% Add +8.1% 66,535 $52.4M
Benjamin Edwards Inc. 0.67% Add +3.1% 66,520 $52.4M
King Luther Capital Management Corp. 0.23% Add +3.0% 65,740 $51.8M
Creative Planning 0.04% Add +4.4% 64,855 $51.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.45% Reduce -1.6% 63,311 $49.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.05% Add +3.4% 62,260 $49.0M
Asset Advisors Investment Management, LLC 4.84% Add +0.3% 62,170 $49.0M
Sather Financial Group Inc 2.87% Reduce -7.2% 62,071 $48.9M
Wilkinson Global Asset Management LLC 3.06% Reduce -3.9% 61,705 $48.6M
Amalgamated Bank 0.37% Add +0.3% 61,517 $48.5M
BI Asset Management Fondsmaeglerselskab A/S 0.48% Add +27.1% 61,447 $48.4M
Ilmarinen Mutual Pension Insurance Co 0.39% Add +17.2% 61,324 $48.3M
Ycg, LLC 3.72% Reduce -1.3% 61,058 $48.1M
Van Eck Associates Corp. 0.05% Reduce -5.3% 60,016 $47.3M
Retirement Systems of Alabama 0.17% Reduce -0.3% 59,988 $47.2M
Baxter Bros Inc. 5.74% Reduce -1.2% 59,609 $46.9M
Aware Super Pty Ltd as trustee of Aware Super 0.69% Add +88.0% 59,454 $46.8M
Bridgewater Associates 0.19% New 58,838 $46.3M
HighTower Advisors, LLC 0.06% Add +0.2% 57,936 $45.6M
IFM Investors Pty Ltd 0.43% Add +4.0% 57,439 $45.2M
GF Fund Management Co. LTD. 0.89% Add +3.4% 55,948 $44.1M
DNB Asset Management AS 0.18% Add +23.8% 55,470 $43.7M
Cibc World Markets Corp. 0.29% Add +63.0% 55,047 $43.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.39% Add +2.5% 54,871 $43.2M
EULAV Asset Management 1.01% Reduce -0.4% 54,510 $42.9M
Lord, Abbett & Co. LLC 0.14% Add +4715.0% 54,024 $42.6M
Aquatic Capital Management LLC 0.84% New 52,932 $41.7M
Cibc World Market Inc. 0.09% Add +18.8% 52,721 $41.5M
Pathstone Holdings, LLC 0.16% Reduce -6.3% 52,270 $41.2M
Northwest & Ethical Investments L.P. 1.01% Reduce -8.7% 51,769 $40.8M
M&T Bank Corp 0.14% Reduce -0.3% 51,612 $40.7M
Sterling Capital Management LLC 0.57% Add +9.3% 50,772 $40.0M
Haverford Trust Co 0.38% Reduce -2.4% 50,721 $39.9M
Martingale Asset Management L P 0.97% Reduce -0.3% 50,413 $39.7M
QRG Capital Management, Inc. 0.35% Add +120.9% 50,270 $39.6M
Dearborn Partners LLC 1.87% Add +9.5% 50,129 $39.5M
Bath Savings Trust Co 3.98% Add +0.4% 49,902 $39.3M
North Star Asset Management Inc. 1.65% Reduce -1.8% 49,503 $39.0M
Nichols & Pratt Advisers LLP 2.61% Reduce -0.2% 49,394 $38.9M
ThornTree Capital Partners LP 6.44% Reduce -13.2% 49,089 $38.7M
Twinbeech Capital LP 0.87% New 48,949 $38.6M
Fifth Third Bancorp 0.13% Reduce -0.3% 48,031 $37.8M
Tiaa Trust, National Association 0.10% Add +260.9% 47,863 $37.7M
O'shaughnessy Asset Management, LLC 0.26% Add +17.0% 47,783 $37.6M
Junto Capital Management LP 0.79% Reduce -37.2% 47,476 $37.4M
Troy Asset Management Ltd 1.01% No change 46,931 $37.0M
Randolph Co Inc 3.75% Add +0.7% 46,427 $36.6M
NorthCoast Asset Management LLC 0.15% Add +4.7% 45,956 $36.2M
United Capital Financial Advisors, LLC 0.29% Reduce -1.1% 45,940 $36.2M
Renaissance Group LLC 1.39% New 45,339 $35.7M
Utah Retirement Systems 0.37% Reduce -0.5% 45,027 $35.5M
Douglas Lane & Associates, LLC 0.51% Add +31.8% 44,880 $35.3M
USS Investment Management Ltd 0.22% Add +1.0% 44,515 $35.1M
Public Sector Pension Investment Board 0.15% Add +2.5% 44,495 $35.0M
Cetera Investment Advisers 0.06% Add +6.2% 43,830 $34.5M
Vanguard Personalized Indexing Management, LLC 0.39% Add +31.8% 43,639 $34.4M
Clifford Swan Investment Counsel LLC 1.21% Reduce -0.5% 43,636 $34.4M
Davidson Investment Advisors 1.54% Add +1.0% 43,399 $34.2M
Osterweis Capital Management Inc. 2.11% Add +0.3% 43,274 $34.1M
Sumitomo Mitsui Financial Group, Inc. 0.55% Add +6.7% 42,982 $33.9M
Argent Capital Management LLC 0.97% New 42,939 $33.8M
National Mutual Insurance Federation of Agricultural Cooperatives 0.27% No change 42,900 $33.8M
Beacon Investment Advisory Services, Inc. 1.48% Reduce -1.5% 42,551 $33.5M
Wealthfront Advisers LLC 0.09% Reduce -1.7% 42,502 $33.5M
Factory Mutual Insurance Co. 0.36% Reduce -27.2% 42,200 $33.2M
Battery Global Advisors, LLC 16.39% Reduce -7.0% 42,197 $33.2M
Hamilton Capital Partners Inc. 1.69% Add +5.3% 42,154 $33.2M
Achmea Investment Management B.V. 0.43% Reduce -19.7% 41,892 $33.0M
New York Life Investment Management LLC 0.31% Add +1.1% 41,830 $32.9M
Oppenheimer Asset Management Inc. 0.38% Reduce -5.8% 41,695 $32.8M
Police & Firemen's Retirement System of New Jersey 0.30% Add +4.4% 41,468 $32.7M
Varma Mutual Pension Insurance Co 0.24% Add +6.4% 41,458 $32.7M
Shelton Capital Management 0.75% Reduce -1.0% 41,456 $32.7M
Zacks Investment Management 0.28% Add +0.1% 41,236 $32.5M
Crossmark Global Holdings, Inc. 0.52% Add +82.6% 41,126 $32.4M
Tran Capital Management, L.P. 3.81% Reduce -0.8% 41,102 $32.4M
Trinity Street Asset Management LLP 2.21% Add +108.4% 40,933 $32.2M
Trillium Asset Management, LLC 0.85% Add +40.0% 40,150 $31.6M
Saraza Management, LP 7.61% Add +33.3% 40,000 $31.5M
Wendell David Associates Inc. 3.16% Reduce -0.3% 39,917 $31.4M
McDaniel Terry & Co. 2.53% Reduce -3.5% 39,273 $30.9M
Commonwealth Equity Services, LLC 0.04% Reduce -3.8% 39,104 $30.8M
Mercer Global Advisors Inc. 0.07% Add +48.5% 38,988 $30.7M
Wealth Enhancement Advisory Services, LLC 0.05% Add +20.9% 39,329 $30.7M
Prudential PLC 0.19% Add +9.6% 38,583 $30.4M
UMB Bank, n.a. 0.47% Reduce -3.4% 38,202 $30.1M
Elo Mutual Pension Insurance Co 0.60% Reduce -3.3% 37,512 $29.5M
Moran Wealth Management, LLC 0.91% Reduce -2.5% 37,460 $29.5M
Rockland Trust Co. 1.42% Reduce -2.5% 37,030 $29.2M
Teachers Retirement System of the State of Kentucky 0.24% Add +5.0% 36,935 $29.1M
Dundas Partners LLP 2.02% No change 36,888 $29.1M
Public Employees Retirement Association of Colorado 0.11% Reduce -2.7% 36,810 $29.0M
Los Angeles Capital Management LLC 0.11% Add +298.2% 36,759 $29.0M
Lido Advisors, LLC 0.15% Add +18.2% 36,613 $28.8M
Harvest Portfolios Group Inc. 0.67% Reduce -10.6% 36,528 $28.8M
LGT Capital Partners LTD. 1.27% Reduce -37.0% 36,429 $28.7M
Talbot Financial, LLC 2.72% Add +14.2% 36,421 $28.7M
Engineers Gate Manager LP 0.35% Add +278.4% 36,055 $28.4M
Verition Fund Management LLC 0.17% Reduce -49.2% 35,968 $28.3M
Wilson Asset Management (international) PTY Ltd. 6.94% Reduce -4.1% 35,837 $28.2M
Mutual of America Capital Management LLC 0.30% Reduce -1.5% 35,821 $28.2M
Nan Fung Trinity (hk) Ltd. 3.37% Add +32.1% 35,770 $28.2M
Geneva Capital Management LLC 0.47% Add +2.5% 35,398 $27.9M
Regions Financial Corp. 0.19% Reduce -13.6% 35,387 $27.9M
Louisiana State Employees Retirement System 0.50% Reduce -0.8% 35,200 $27.7M
Aptus Capital Advisors, LLC 0.27% Add +5.8% 35,193 $27.7M
Osaic Holdings, Inc. 0.05% Add +12.2% 36,116 $27.6M
LMR Partners LLP 0.63% New 35,000 $27.6M
Orion Porfolio Solutions, LLC 0.23% Add +3.7% 34,756 $27.4M
ASR Vermogensbeheer N.V. 0.35% Reduce -0.4% 34,665 $27.3M
Bwcp, LP 4.44% New 34,548 $27.2M
Yousif Capital Management, LLC 0.29% Reduce -3.0% 34,308 $27.0M
Segall Bryant & Hamill, LLC 0.37% Add +99.5% 33,664 $26.5M
W1M Asset Management Ltd 2.01% New 33,629 $26.5M
Ieq Capital, LLC 0.16% Add +46.8% 33,090 $26.1M
Rockefeller Capital Management L.P. 0.06% Add +37.8% 33,086 $26.1M
Bailard, Inc. 0.60% Reduce -0.2% 32,461 $25.6M
MML Investors Services, LLC 0.07% Add +14.0% 32,387 $25.5M
Janney Montgomery Scott LLC 0.07% Reduce -3.4% 32,177 $25.3M
Trajan Wealth LLC 1.24% Add +0.9% 32,102 $25.3M
Kayne Anderson Rudnick Investment Management LLC 0.06% Reduce -23.7% 31,963 $25.2M
Lyell Wealth Management, LP 1.97% Add +0.8% 31,675 $24.9M
CIBC Private Wealth Group LLC 0.04% Reduce -2.4% 31,672 $24.9M
CI Investments Inc. 0.09% Reduce -10.1% 31,663 $24.9M
Picton Mahoney Asset Management 0.35% Add +8.6% 31,519 $24.8M
State of Alaska, Department of Revenue 0.26% Reduce -4.3% 31,408 $24.7M
Bridges Investment Management Inc. 0.33% Reduce -2.0% 31,279 $24.6M
iA Global Asset Management Inc. 0.37% Reduce -0.3% 31,276 $24.6M
Segment Wealth Management, LLC 1.56% Reduce -1.5% 31,203 $24.6M
Sit Investment Associates Inc. 0.52% Reduce -6.4% 31,200 $24.6M
Hillman Co. 9.28% Reduce -26.8% 30,968 $24.4M
Ethic Inc. 0.44% Add +7.0% 31,284 $24.3M
Abner Herrman & Brock LLC 2.70% Add +0.8% 30,684 $24.2M
NewEdge Advisors, LLC 0.12% Add +13.1% 30,361 $23.9M
Gillson Capital LP 1.82% New 30,330 $23.9M
Schaper Benz & Wise Investment Counsel Inc. 1.82% Reduce -3.7% 30,123 $23.7M
OP Asset Management Ltd 0.35% Reduce -1.9% 30,115 $23.7M
Connor, Clark & Lunn Investment Management Ltd. 0.08% Reduce -57.5% 29,719 $23.4M
Cim, LLC 3.14% Reduce -7.3% 29,650 $23.4M
Global X Japan Co., Ltd. 2.35% Reduce -24.5% 29,476 $23.2M
Florida Trust Wealth Management Co 0.71% Reduce -2.5% 29,408 $23.2M
Gradient Investments LLC 0.41% Reduce -17.6% 28,736 $22.6M
Railway Pension Investments Ltd 0.31% Add +24.2% 28,200 $22.2M
Raub Brock Capital Management LP 4.77% Reduce -3.3% 27,817 $21.9M
Canada Post Corp Registered Pension Plan 1.29% New 27,797 $21.9M
B. Metzler seel. Sohn & Co. AG 0.21% Reduce -9.8% 27,777 $21.9M
Avantax Advisory Services, Inc. 0.12% Add +7.5% 27,759 $21.9M
Trust Co. of Vermont 1.00% Reduce -0.6% 26,837 $21.1M
Candriam S.C.A. 0.12% Add +0.6% 26,183 $20.6M
Azimuth Capital Investment Management LLC 0.76% Add +51.5% 26,021 $20.5M
Cwm, LLC 0.07% Add +35.7% 25,916 $20.4M
Profund Advisors LLC 0.73% Add +12.4% 25,832 $20.3M
Zevenbergen Capital Investments LLC 0.40% Reduce -0.4% 25,706 $20.2M
Forte Capital LLC 2.16% Reduce -4.9% 25,536 $20.1M
Thrivent Financial for Lutherans 0.05% Add +81.6% 25,487 $20.1M
Parallel Advisors, LLC 0.40% Reduce -1.5% 25,296 $19.9M
F/m Investments LLC 0.72% Reduce -0.8% 25,163 $19.8M
Federated Hermes, Inc. 0.04% Reduce -37.3% 24,874 $19.6M
Wilmington Savings Fund Society, FSB 0.35% Reduce -1.9% 24,640 $19.4M
Montag & Caldwell, LLC 4.23% Reduce -3.0% 24,546 $19.3M
Shell Asset Management Co. 0.67% Add +30.1% 24,507 $19.3M
Tredje AP-fonden 0.15% Reduce -18.4% 24,500 $19.3M
Overbrook Management Corp 3.58% Add +10.3% 24,411 $19.2M
Gabelli Funds LLC 0.14% Add +2.8% 24,347 $19.2M
Baron Capital (BAMCO) 0.05% Reduce -1.2% 24,283 $19.1M
Atria Investments, Inc 0.23% Add +14.6% 24,266 $19.1M
Commerce Bank 0.11% Reduce -4.8% 24,259 $19.1M
Oregon Public Employees Retirement Fund 0.34% Add +0.4% 24,152 $19.0M
Norinchukin Bank, The 0.28% Add +2.3% 24,145 $19.0M
Generali Asset Management SPA SGR 0.43% Add +5.2% 24,125 $19.0M
Copeland Capital Management, LLC 0.39% Reduce -0.4% 24,082 $19.0M
Addenda Capital Inc. 0.67% Reduce -5.9% 23,751 $18.7M
Illinois Municipal Retirement Fund 0.25% Add +7.0% 23,671 $18.6M
Boston Common Asset Management, LLC 0.52% Reduce -2.5% 23,471 $18.5M
HFR Wealth Management, LLC 4.46% Add +0.3% 23,427 $18.5M
Westpac Banking Corp. 1.23% Reduce -7.9% 23,322 $18.4M
Sienna Gestion 1.26% Add +10.0% 25,446 $18.3M
Middleton & Co. Inc. 2.05% Reduce -4.6% 23,122 $18.2M
Evelyn Partners Investment Management LLP 0.55% Add +15.2% 22,693 $17.9M
Jones Financial Companies LLLP 0.01% Add +18.3% 22,930 $17.8M
Envestnet Portfolio Solutions, Inc. 0.07% Reduce -3.6% 22,435 $17.7M
Running Oak Capital LLC 1.96% Reduce -10.2% 22,378 $17.6M
Tudor Investment Corporation 0.13% New 22,308 $17.6M
Danica Pension, Livsforsikringsaktieselskab 0.29% Add +67.2% 22,130 $17.4M
Appleton Partners Inc. 1.23% Reduce -7.6% 22,080 $17.4M
Earnest Partners LLC 0.08% Reduce -4.5% 21,682 $17.1M
Cullen/Frost Bankers, Inc. 0.21% Add +5.8% 21,520 $17.0M
Hantz Financial Services, Inc. 0.27% Add +1.6% 21,210 $16.7M
AMF Tjanstepension AB 0.11% No change 21,166 $16.7M
Horizon Investments, LLC 0.26% Add +122.4% 21,139 $16.6M
Liberty Capital Management, Inc. 3.31% Reduce -1.0% 20,847 $16.4M
Sapient Capital LLC 0.29% Reduce -7.2% 20,811 $16.4M
L1 Capital International Pty Ltd 3.99% Add +6.9% 21,733 $16.3M
YHB Investment Advisors, Inc. 1.25% Add +0.4% 20,596 $16.2M
Howe & Rusling Inc. 1.20% Reduce -1.9% 20,593 $16.2M
Northstar Asset Management Inc. 4.35% Reduce -2.1% 19,964 $15.7M
1832 Asset Management L.P. 0.03% Add +31.3% 19,727 $15.5M
Pinnacle Financial Partners Inc 0.33% Add +10.6% 19,667 $15.5M
Abacus FCF Advisors LLC 2.17% Add +50.4% 19,656 $15.5M
Glenmede Investment Management, LP 0.08% — 19,596 $15.4M
Impax Asset Management Group plc 0.09% Reduce -18.2% 19,523 $15.4M
DAVENPORT & Co LLC 0.08% Add +5.1% 19,363 $15.3M
Mizuho Securities USA LLC 0.32% — 19,314 $15.2M
Alley Investment Management Company, LLC 1.84% Reduce -0.6% 19,307 $15.2M
Avanza Fonder AB 0.45% Add +5436.2% 19,266 $15.2M
Evexia Wealth LLC 4.75% Reduce -1.8% 20,092 $15.1M
Cary Street Partners Financial LLC 0.42% Reduce -3.4% 18,927 $14.9M
McKinley Carter Wealth Services, Inc. 0.82% Add +3.2% 18,685 $14.7M
Harvest Fund Management Co., Ltd 0.69% Add +0.3% 18,606 $14.7M
Metis Global Partners, LLC 0.37% Add +2.9% 18,359 $14.5M
Montag A & Associates Inc. 0.70% Add +28.8% 18,286 $14.4M
Maytus Capital Management, LLC 2.63% Add +68.8% 18,094 $14.3M
SteelPeak Wealth, LLC 0.55% Reduce -39.4% 17,945 $14.1M
Raiffeisen Bank International AG 0.21% Add +22.0% 18,564 $14.1M
Sanctuary Advisors, LLC 0.09% Add +10.9% 17,800 $14.0M
FORA Capital, LLC 1.55% Add +124.6% 17,704 $13.9M
Exchange Traded Concepts, LLC 0.18% Reduce -20.0% 17,593 $13.9M
Kentucky Retirement Systems 0.40% Reduce -6.2% 17,503 $13.8M
&partners 0.11% Add +11.5% 17,468 $13.7M
GHP Investment Advisors, Inc. 0.61% Add +3.7% 17,406 $13.7M
Andra AP-fonden 0.19% Reduce -52.8% 17,344 $13.7M
Vinva Investment Management Ltd 0.36% Add +44.0% 17,586 $13.7M
Advisors Asset Management, Inc. 0.24% Reduce -7.5% 17,337 $13.7M
Barlow Wealth Partners, LLC 1.63% Add +1.1% 17,639 $13.6M
Sequoia Financial Advisors, LLC 0.09% Add +9.0% 17,279 $13.6M
Midwest Trust Co 0.19% — 17,208 $13.6M
Peapack Gladstone Financial Corp. 0.19% Reduce -1.3% 17,131 $13.5M
Sone Capital Management, LLC 1.24% Reduce -31.8% 17,069 $13.4M
Hartford Investment Management Co. 0.42% Reduce -1.2% 16,868 $13.3M
Patten & Patten Inc. 0.86% Reduce -5.5% 16,797 $13.2M
Motco 1.25% Add +1.9% 16,597 $13.0M
Curi Capital, LLC 0.25% Reduce -4.4% 16,418 $12.9M
Buck Wealth Strategies, LLC 1.97% Add +6.8% 16,398 $12.9M
Lombard Odier Asset Management (Europe) Ltd 1.13% Add +21.5% 16,322 $12.9M
American National Bank & Trust 1.29% Add +0.9% 16,038 $12.6M
Sheets Smith Wealth Management 1.47% Add +0.1% 15,959 $12.6M
Interval Partners, LP 0.29% New 15,902 $12.5M
Oak Ridge Investments LLC 0.90% Add +1.5% 15,888 $12.5M
Voleon Capital Management LP 0.68% Add +381.1% 15,761 $12.4M
Citizens Financial Group Inc. 0.20% Add +12.7% 15,715 $12.4M
Allspring Global Investments Holdings, LLC 0.02% Reduce -9.0% 15,820 $12.3M
JGP Wealth Management, LLC 1.48% Reduce -1.0% 15,481 $12.2M
Callan Family Office, LLC 0.38% Add +41.7% 15,463 $12.2M
Flossbach Von Storch SE 0.05% Reduce -12.4% 15,322 $12.1M
Cresset Asset Management, LLC 0.06% Reduce -48.7% 15,308 $12.1M
First Long Island Investors, LLC 0.95% No change 15,304 $12.1M
MAI Capital Management 0.08% Add +4.5% 15,265 $12.0M
Cambridge Investment Research Advisors, Inc. 0.04% Add +2.5% 15,251 $12.0M
Parkwood LLC 1.10% Reduce -52.2% 15,234 $12.0M
Jasper Ridge Partners, L.P. 0.30% Reduce -20.6% 15,196 $12.0M
ARK Investment Management 0.09% Reduce -27.1% 15,099 $11.9M
Eventide Asset Management, LLC 0.21% Add +19.0% 14,796 $11.8M
Jump Financial, LLC 0.15% New 14,784 $11.6M
Ithaka Group LLC 1.99% Add +0.6% 14,759 $11.6M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -2.1% 14,727 $11.6M
Allianz SE 0.27% Reduce -12.8% 14,727 $11.6M
Nomura Holdings Inc. 0.09% Reduce -40.6% 14,685 $11.6M
Securian Asset Management, Inc. 0.33% Reduce -1.5% 14,651 $11.5M
Livforsakringsbolaget Skandia, Omsesidigt 0.50% Add +28.0% 14,635 $11.5M
Motley Fool Asset Management LLC 0.53% Add +11.7% 14,519 $11.4M
Oppenheimer & Co. Inc. 0.15% Reduce -2.9% 14,455 $11.4M
Jacobs & Co. 1.13% Add +0.1% 14,441 $11.4M
Tidal Investments LLC 0.07% Add +42.6% 14,317 $11.3M
Gulf International Bank (UK) Ltd 0.40% Reduce -11.0% 14,303 $11.3M
Brevan Howard Capital Management LP 0.12% Add +3971.0% 14,330 $11.2M
LBP Am SA 0.16% Reduce -56.9% 14,249 $11.2M
Tocqueville Asset Management L.P. 0.17% Reduce -1.1% 14,109 $11.1M
Park Avenue Securities LLC 0.10% Add +14.5% 13,959 $11.0M
E Fund Management Co., Ltd. 0.52% Add +7.0% 13,920 $11.0M
Elk River Wealth Management LLC 1.88% Reduce -1.5% 13,896 $10.9M
Headinvest, LLC 2.33% Reduce -12.4% 13,886 $10.9M
Phoenix Financial Ltd. 0.14% Reduce -10.9% 13,861 $10.9M
Evelyn Partners Asset Management Ltd 2.76% Reduce -3.7% 13,844 $10.9M
Westend Capital Management, LLC 3.35% Add +45896.7% 13,799 $10.9M
Bokf, NA 0.17% Reduce -1.9% 13,693 $10.8M
Ferguson Wellman Capital Management, Inc. 0.19% Reduce -1.0% 13,691 $10.8M
Waverly Advisors, LLC 0.12% Add +9.4% 13,670 $10.8M
Magnetar Financial LLC 0.05% Add +1737.7% 13,599 $10.7M
Advisory Services Network, LLC 0.17% Add +26.1% 13,596 $10.7M
GAM Holding AG 0.75% Reduce -32.0% 13,538 $10.7M
XXEC, Inc. 8.49% Reduce -12.6% 13,414 $10.6M
Empowered Funds, LLC 0.12% Add +64.9% 13,412 $10.6M
Bey-Douglas LLC 6.32% Add +37.8% 13,407 $10.6M
Lombard Odier Asset Management (Switzerland) SA 0.53% Add +6.8% 13,400 $10.6M
American Money Management, LLC 1.86% Reduce -1.0% 13,380 $10.5M
BTC Capital Management, Inc. 0.86% Add +8.3% 13,357 $10.5M
NatWest Group plc 3.09% New 13,288 $10.5M
Maryland State Retirement & Pension System 0.23% Add +3.9% 13,271 $10.5M
Napean Trading & Investment Co (Singapore) PTE Ltd 2.76% New 13,203 $10.4M
Daiichi Life Insurance Co., Ltd. 0.29% Reduce -25.8% 13,157 $10.4M
New Mexico Educational Retirement Board 0.34% No change 13,078 $10.3M
Carmignac Gestion 0.16% Add +7.5% 13,042 $10.3M
Nearwater Capital Markets, Ltd 0.16% New 13,000 $10.2M
CWA Asset Management Group, LLC 0.43% Reduce -3.7% 12,996 $10.2M
Sendero Wealth Management, LLC 1.28% Reduce -0.0% 12,987 $10.2M
Apollon Wealth Management, LLC 0.20% Reduce -38.4% 12,961 $10.2M
Anderson Hoagland & Co. 0.97% Reduce -0.1% 12,843 $10.1M
Texas Capital Bank Wealth Management Services Inc 0.94% Reduce -6.8% 12,795 $10.1M
Marietta Wealth Management, LLC 1.31% Add +1.5% 12,747 $10.0M
Ninety One SA (Pty) Ltd 1.65% Add +220.5% 12,776 $10.0M
Douglass Winthrop Advisors, LLC 0.18% Reduce -3.1% 12,687 $10.0M
Siemens Fonds Invest GmbH 0.58% Add +3.5% 12,557 $9.9M
Bright Rock Capital Management, LLC 1.99% No change 12,500 $9.8M
Marks Group Wealth Management, Inc 0.91% Reduce -11.0% 12,489 $9.8M
Turtle Creek Wealth Advisors, LLC 1.16% Add +7.8% 12,438 $9.8M
Fulcrum Capital LLC 2.06% Add +1.6% 12,387 $9.8M
Eagle Capital Management, LLC 4.22% Reduce -2.2% 12,199 $9.6M
HB Wealth Management, LLC 0.08% Reduce -2.1% 12,182 $9.6M
Amica Mutual Insurance Co. 0.91% No change 12,001 $9.5M
First Horizon Advisors, Inc. 0.25% Reduce -0.7% 11,985 $9.4M
Groupe la Francaise 0.15% Add +26.5% 11,991 $9.4M
Ameritas Investment Partners, Inc. 0.29% Reduce -0.4% 11,797 $9.3M
Federation des caisses Desjardins du Quebec 0.04% Add +5.3% 11,786 $9.3M
China Universal Asset Management Co., Ltd. 0.86% Add +68.5% 11,637 $9.2M
Occudo Quantitative Strategies LP 1.02% New 11,590 $9.1M
Huntington National Bank 0.08% Reduce -6.2% 11,559 $9.1M
Choreo, LLC 0.13% Add +32.1% 11,528 $9.1M
Kintegral Advisory, LLC 0.82% Reduce -0.1% 11,479 $9.0M
Private Advisor Group, LLC 0.05% Add +8.6% 11,454 $9.0M
Insight Holdings Group, LLC 0.38% Add +15.2% 11,400 $9.0M
Evelyn Partners Investment Management Services Ltd 1.35% Reduce -5.8% 11,389 $9.0M
Iyo Bank, Ltd. 3.61% No change 11,353 $8.9M
Carderock Capital Management Inc. 2.29% Add +6.1% 11,350 $8.9M
OMERS ADMINISTRATION Corp 0.07% No change 11,247 $8.9M
AdvisorShares Investments LLC 1.60% Add +2.3% 11,245 $8.9M
EFG Asset Management (Americas) Corp. 1.63% Add +0.1% 11,225 $8.8M
Banco Santander, S.A. 0.08% Add +47.9% 11,118 $8.8M
Concentric Capital Strategies, LP 0.49% New 11,070 $8.7M
Zions Bancorporation, National Association 0.47% Add +8.5% 11,044 $8.7M
New Age Alpha Advisors, LLC 0.38% Reduce -7.7% 10,938 $8.6M
Apriem Advisors 0.91% Reduce -3.2% 10,898 $8.6M
Banque Cantonale Vaudoise 0.35% Reduce -0.9% 10,879 $8.6M
HM Payson & Co. 0.13% No change 10,791 $8.5M
Stansberry Asset Management, LLC 0.98% Add +4.8% 10,743 $8.5M
Cornerstone Advisors, LLC 0.29% Reduce -14.4% 10,700 $8.4M
Kestra Advisory Services, LLC 0.04% Add +1.9% 10,563 $8.3M
Stonebridge Capital Management Inc. 3.25% Reduce -1.9% 10,560 $8.3M
Central Bank & Trust Co. 1.34% Reduce -6.8% 10,444 $8.2M
AG2R La Mondiale Gestion D'actifs 0.42% Add +0.6% 10,415 $8.2M
D.A. Davidson & Co. 0.06% Add +1.1% 10,366 $8.2M
Bessemer Group Inc. 0.01% Add +2.9% 10,323 $8.1M
Knollwood Investment Advisory, LLC 0.77% No change 10,200 $8.0M
Independent Advisor Alliance 0.23% Add +6.1% 10,158 $8.0M
Chicago Partners Investment Group LLC 0.23% Add +5.0% 10,275 $8.0M
Vanderbilt University 1.50% New 10,064 $7.9M
Thematics Asset Management 0.36% Reduce -3.4% 10,062 $7.9M
Dividend Assets Capital, LLC 1.44% Reduce -5.0% 10,060 $7.9M
CreativeOne Wealth, LLC 0.21% Add +3.3% 10,012 $7.9M
Americana Partners, LLC 0.27% Add +69.5% 9,997 $7.9M
Aureus Asset Management, LLC 0.50% Add +2.7% 9,910 $7.8M
Hennion & Walsh Asset Management, Inc. 0.31% Add +4.5% 9,845 $7.8M
Laird Norton Wetherby Wealth Management, LLC 0.35% — 9,844 $7.8M
Bouvel Investment Partners, LLC 2.60% Add +0.9% 9,768 $7.7M
Geneva Partners, LLC 3.05% New 9,758 $7.7M
Clark Capital Management Group, Inc. 0.05% Add +14.9% 9,749 $7.7M
APG Asset Management US Inc. 0.06% No change 9,828 $7.7M
Empirical Finance, LLC 0.40% Add +0.7% 9,699 $7.6M
Knights of Columbus Asset Advisors LLC 0.46% Add +17.9% 9,696 $7.6M
First Nebraska Trust Co 0.73% Reduce -0.4% 9,693 $7.6M
TD Waterhouse Canada Inc. 0.05% Reduce -14.6% 9,751 $7.6M
Guinness Atkinson Asset Management Inc 3.97% Reduce -7.3% 9,600 $7.6M
Donaldson Capital Management, LLC 0.28% Reduce -10.7% 9,561 $7.5M
Canal Capital Management, LLC 1.19% Add +5.7% 9,546 $7.5M
CX Institutional 0.26% Add +0.5% 9,510 $7.5M
Granite Investment Partners, LLC 0.37% Add +19.5% 9,507 $7.5M
Stephens Inc. 0.10% Add +1.8% 9,420 $7.4M
Pitcairn Co. 0.49% Reduce -17.6% 9,407 $7.4M
Twin Capital Management Inc. 0.79% Reduce -10.0% 9,403 $7.4M
Spire Wealth Management 0.27% Add +88.0% 9,601 $7.4M
TCV Trust & Wealth Management, Inc. 0.64% Reduce -2.6% 9,339 $7.4M
Trek Financial, LLC 0.49% Add +417.8% 9,268 $7.3M
Dynamic Advisor Solutions LLC 0.23% Reduce -3.6% 9,251 $7.3M
Plato Investment Management Ltd 0.54% Add +6.3% 9,174 $7.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.20% Reduce -17.4% 9,140 $7.2M
Taikang Asset Management (Hong Kong) Co Ltd 0.93% No change 9,128 $7.2M
Altrafin AG 2.43% Reduce -0.9% 9,125 $7.2M
Stratos Wealth Partners, LTD. 0.10% Add +2.0% 9,061 $7.1M
Tower Research Capital LLC (TRC) 0.19% Add +39.1% 9,037 $7.1M
Whittier Trust Co. 0.09% Reduce -5.2% 9,034 $7.1M
Tokio Marine Asset Management Co. Ltd. 0.27% Add +6.1% 9,014 $7.1M
Prime Capital Investment Advisors, LLC 0.09% Reduce -11.4% 9,007 $7.1M
Woodline Partners LP 0.04% New 8,942 $7.0M
Penobscot Investment Management Company, Inc. 0.60% Add +0.6% 8,931 $7.0M
Northwestern Mutual Investment Management Company, LLC 0.11% Add +0.2% 8,919 $7.0M
First Foundation Advisors 0.26% Add +2.6% 8,910 $7.0M
Merit Financial Group, LLC 0.08% Add +56.8% 8,719 $6.9M
Silvercrest Asset Management Group LLC 0.05% Reduce -0.2% 8,666 $6.8M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.19% Add +2077.3% 8,644 $6.8M
Composition Wealth, LLC 0.11% Add +82.7% 8,624 $6.8M
Mission Wealth Management, LP 0.15% Reduce -1.0% 8,573 $6.8M
Uhlmann Price Securities, LLC 4.80% Reduce -11.8% 8,535 $6.7M
Greenleaf Trust 0.06% Reduce -1.3% 8,524 $6.7M
S-Bank Fund Management Ltd 0.99% Reduce -11.4% 8,505 $6.7M
Silphium Asset Management Ltd 2.37% Add +5.4% 8,438 $6.6M
Letson Investment Management, Inc. 2.62% Add +0.0% 8,428 $6.6M
Harbour Capital Advisors, LLC 1.40% Reduce -0.2% 8,572 $6.6M
V-Square Quantitative Management LLC 0.89% Add +0.4% 8,410 $6.6M
Arcadia Investment Management Corp. 1.06% No change 8,397 $6.6M
Dark Forest Capital Management LP 0.26% New 8,342 $6.6M
Empower Advisory Group, LLC 0.02% Add +4.8% 8,342 $6.6M
Summit Trail Advisors, LLC 0.11% New 8,342 $6.6M
Stanley-Laman Group, Ltd. 0.97% Reduce -4.1% 8,313 $6.5M
Moore Capital Management, LP 0.14% Add +92.9% 8,302 $6.5M
Sumitomo Life Insurance Co. 0.44% Reduce -3.8% 8,301 $6.5M
Coldstream Capital Management Inc. 0.11% Add +10.0% 8,269 $6.5M
Steward Partners Investment Advisory, LLC 0.05% Reduce -48.3% 8,198 $6.5M
Rench Wealth Management, Inc. 2.04% Add +6.7% 8,197 $6.5M
Wambolt & Associates, LLC 2.17% Reduce -6.0% 8,255 $6.4M
Beacon Investment Advisors LLC 2.77% Add +0.2% 8,264 $6.4M
M. Kulyk & Associates, LLC 1.39% Reduce -11.6% 8,096 $6.4M
First Western Trust Bank 0.29% Reduce -0.7% 8,089 $6.4M
Cape Cod Five Cents Savings Bank 0.58% No change 10,221 $6.3M
AIA Group Ltd 0.14% Reduce -3.1% 8,049 $6.3M
Axxcess Wealth Management, LLC 0.15% Add +7.5% 8,025 $6.3M
J.W. Cole Advisors, Inc. 0.13% Add +66.8% 7,978 $6.3M
Gotham Asset Management 0.04% Add +504.9% 7,949 $6.3M
Snowden Capital Advisors LLC 0.19% Add +1.1% 7,947 $6.3M
Graham Capital Management, L.P. 0.19% Add +38.9% 7,904 $6.2M
Fiduciary Trust Co 0.08% Add +3.8% 7,860 $6.2M
FourThought Financial Partners, LLC 0.61% Reduce -2.8% 7,837 $6.2M
Evergreen Private Wealth LLC 2.58% Add +4.8% 7,815 $6.2M
Capstone Investment Advisors, LLC 0.06% New 7,789 $6.1M
Scholtz & Company, LLC 2.69% Add +8.8% 7,768 $6.1M
Sand Hill Global Advisors, LLC 0.23% Add +1.5% 7,731 $6.1M
Linden Thomas Advisory Services, LLC 0.67% Add +1.1% 7,719 $6.1M
CapitalatWork S.A. 0.18% New 7,700 $6.1M
Intech Investment Management LLC 0.06% Add +3.1% 7,697 $6.1M
Howard Capital Management, LLC 0.09% Add +16.2% 7,684 $6.1M
Strategic Planning Group, LLC 0.98% Add +4.3% 7,674 $6.0M
Conning Inc. 0.22% Reduce -13.0% 7,673 $6.0M
Farther Finance Advisors, LLC 0.12% Add +37.0% 7,638 $6.0M
Campbell Capital Management Inc. 2.34% Reduce -2.5% 7,632 $6.0M
Aigen Investment Management, LP 0.82% Add +83.9% 7,616 $6.0M
L. Roy Papp & Associates, LLP 0.71% Reduce -1.9% 7,611 $6.0M
Redmond Asset Management, LLC 1.42% Reduce -3.6% 7,562 $6.0M
Godshalk Welsh Capital Management, Inc. 3.65% Reduce -2.8% 7,515 $5.9M
Stonegate Investment Group, LLC 0.15% Add +5.0% 7,465 $5.9M
AE Wealth Management LLC 0.04% Add +45.5% 7,460 $5.9M
Kentucky Retirement Systems Insurance Trust Fund 0.40% Reduce -6.5% 7,428 $5.9M
Liberty One Investment Management, LLC 0.58% Reduce -5.7% 7,309 $5.8M
Entropy Technologies, LP 0.45% New 7,200 $5.7M
Diversified Trust Co. 0.13% Reduce -1.3% 7,184 $5.7M
Burling Wealth Partners, LLC 1.04% Add +15.3% 7,183 $5.7M
Evoke Wealth, LLC 0.13% Add +6.0% 7,074 $5.6M
FUKOKU MUTUAL LIFE INSURANCE Co 0.35% Reduce -2.6% 7,037 $5.5M
GAMCO Investors 0.05% Add +19.9% 6,992 $5.5M
Stokes Capital Advisors, LLC 1.34% Reduce -1.4% 6,928 $5.5M
Hohimer Wealth Management, LLC 0.98% Reduce -2.5% 6,917 $5.4M
Diversify Wealth Management, LLC 0.34% Add +11.1% 7,629 $5.4M
Legal Advantage Investments, Inc. 2.54% Reduce -5.7% 6,901 $5.4M
EP Wealth Advisors, LLC 0.04% Reduce -15.3% 6,872 $5.4M
Jennison Associates LLC 0.00% Add +6.6% 6,871 $5.4M
Watchman Group, Inc. 1.41% Add +0.2% 6,847 $5.4M
111 Capital 0.93% Add +102.1% 6,832 $5.4M
Investment Management Corp of Ontario 0.08% Reduce -13.9% 6,814 $5.4M
Dnca Finance 0.42% No change 6,800 $5.4M
Cohen Investment Advisors LLC 2.78% Add +1.7% 6,754 $5.3M
Meeder Advisory Services, Inc. 0.27% Add +7.8% 6,675 $5.3M
Dorsey Wright & Associates 1.25% New 6,650 $5.2M
TrinityBridge Ltd 0.15% Add +101.4% 6,623 $5.2M
Quadrant Capital Group LLC 0.19% Add +2.4% 6,608 $5.2M
Boit C F David 2.48% No change 6,550 $5.2M
Praxis Investment Management Inc. 0.33% No change 6,540 $5.2M
Monograph Wealth Advisors, LLC 0.63% Add +0.1% 6,522 $5.1M
Kestra Private Wealth Services, LLC 0.07% Reduce -0.0% 6,458 $5.1M
Parsons Capital Management Inc. 0.31% Reduce -3.5% 6,457 $5.1M
Cypress Capital Group 0.63% Reduce -1.8% 6,423 $5.1M
Vise Technologies, Inc. 0.21% — 6,391 $5.0M
Fourpath Capital Management, LLC 0.79% Reduce -0.1% 6,355 $5.0M
Vestmark Advisory Solutions, Inc. 0.07% Add +43.9% 6,304 $5.0M
Weil Company, Inc. 1.31% Reduce -3.4% 6,292 $5.0M
Allen Capital Group, LLC 0.52% Add +7.4% 6,277 $4.9M
Vest Financial, LLC 0.07% Add +24.0% 6,208 $4.9M
Mufg Securities Americas Inc. 0.42% Add +25.1% 6,196 $4.9M
Cyndeo Wealth Partners, LLC 0.29% Add +1.6% 6,166 $4.9M
Mission Creek Capital Partners, Inc. 1.08% Reduce -2.4% 6,161 $4.9M
Private Capital Advisors, Inc. 0.59% No change 6,150 $4.8M
J. Safra Sarasin Holding AG 0.08% Add +89.6% 6,138 $4.8M
TD Private Client Wealth LLC 0.12% Reduce -0.3% 6,097 $4.8M
Signaturefd, LLC 0.08% Add +6.0% 6,056 $4.8M
BOK Financial Private Wealth, Inc. 0.32% Reduce -8.8% 6,031 $4.8M
Flputnam Investment Management Co. 0.08% Reduce -0.1% 6,011 $4.7M
Landscape Capital Management, L.L.C. 0.37% Reduce -44.0% 6,002 $4.7M
Scharf Investments, LLC 0.14% Add +8.8% 5,989 $4.7M
Hilltop Holdings Inc. 0.30% Reduce -1.4% 5,982 $4.7M
Alps Advisors Inc. 0.03% Reduce -6.2% 5,961 $4.7M
Harbor Capital Advisors, Inc. 0.20% Reduce -0.8% 5,937 $4.7M
Aljian Capital Management, LLC 1.01% Reduce -2.1% 5,828 $4.6M
Mitsubishi UFJ Asset Management (UK) Ltd. 2.38% Add +61.1% 5,800 $4.6M
GAMMA Investing LLC 0.29% Add +25.6% 5,779 $4.6M
S&co Inc. 0.29% No change 5,750 $4.5M
Hancock Whitney Corp. 0.09% Add +86.4% 5,738 $4.5M
Aubrey Capital Management Ltd 1.64% No change 8,300 $4.5M
Point72 Europe (London) LLP 0.23% Reduce -81.7% 5,700 $4.5M
Martin Capital Advisors, LLP 2.92% Add +1.5% 5,692 $4.5M
Allworth Financial LP 0.02% Add +88.1% 5,668 $4.5M
Roberts Wealth Advisors, LLC 1.28% Reduce -1.5% 5,655 $4.5M
Vestcor Inc 0.13% Add +4.4% 5,650 $4.5M
Machina Capital S.A.S. 0.92% New 5,630 $4.4M
Agf Management Ltd. 0.02% Reduce -94.5% 5,609 $4.4M
Brasada Capital Management, LP 0.76% Add +1.6% 5,656 $4.4M
Mather Group, Llc. 0.05% Reduce -2.7% 5,604 $4.4M
Concurrent Investment Advisors, LLC 0.09% Add +6.7% 5,585 $4.4M
Ashton Thomas Private Wealth, LLC 0.15% Add +9.0% 5,564 $4.4M
Perigon Wealth Management, LLC 0.10% Add +6.0% 5,558 $4.4M
NewEdge Wealth, LLC 0.07% Add +6.5% 5,744 $4.4M
Caxton Associates LLP 0.11% Add +75.4% 5,523 $4.4M
Two Point Capital Management, Inc. 1.84% — 5,503 $4.3M
LGT Fund Management Co Ltd. 0.38% Reduce -15.4% 5,499 $4.3M
Generali Investments CEE, investicni spolecnost, a.s. 0.36% No change 5,484 $4.3M
L & S Advisors Inc 0.48% Reduce -15.4% 5,444 $4.3M
Equitable Trust Co. 0.21% Reduce -1.1% 5,434 $4.3M
Pacific Point Advisors, LLC 2.32% Reduce -1.3% 5,430 $4.3M
Unique Wealth, LLC 0.69% Add +5.2% 5,429 $4.3M
Karani Asset Management LLC 4.14% Reduce -3.4% 5,425 $4.3M
City Holding Co. 0.56% Reduce -0.6% 5,412 $4.3M
Scotia Capital Inc. 0.02% Add +9.3% 5,410 $4.3M
ABN AMRO Bank N.V. 0.06% Add +0.2% 5,350 $4.2M
Brown Brothers Harriman & Co. 0.03% Add +16.1% 5,355 $4.2M
First Bank & Trust 0.75% Reduce -2.5% 5,350 $4.2M
Advent International, L.P. 0.14% No change 5,318 $4.2M
Pinnbrook Capital Management LP 1.09% New 5,274 $4.2M
Guardian Capital LP 0.15% Add +9.3% 5,267 $4.1M
Milestone Asset Management, LLC 0.87% New 5,255 $4.1M
Onex Canada Asset Management Inc. 0.50% Add +4.5% 5,251 $4.1M
Ballentine Partners, LLC 0.06% Add +17.4% 5,210 $4.1M
Logan Capital Management Inc. 0.19% Reduce -13.2% 5,189 $4.1M
Oak Harvest Investment Services 0.51% Add +0.0% 5,179 $4.1M
Long Road Investment Counsel, LLC 1.52% No change 5,170 $4.1M
PFG Advisors 0.19% Add +22.2% 5,156 $4.1M
Evergreen Capital Management LLC 0.12% Add +2.3% 5,148 $4.1M
Beacon Pointe Advisors, LLC 0.04% Add +10.8% 5,140 $4.0M
S.A. Mason LLC 1.96% Reduce -0.5% 5,135 $4.0M
Roundview Capital LLC 0.27% Reduce -13.2% 5,125 $4.0M
CW Advisors, LLC 0.04% Add +24.7% 5,099 $4.0M
Point72 (DIFC) Ltd 0.32% Add +169.7% 5,071 $4.0M
Hillsdale Investment Management Inc. 0.15% Add +2401.0% 5,052 $4.0M
Keel Point, LLC 0.26% Add +122.0% 5,035 $4.0M
CENTRAL TRUST Co 0.09% Reduce -3.1% 5,031 $4.0M
Ritholtz Wealth Management 0.09% Add +11.5% 5,017 $4.0M
Viking Fund Management LLC 0.54% No change 5,000 $3.9M
Decatur Capital Management, Inc. 1.72% No change 4,999 $3.9M
Davidson Capital Management Inc. 0.94% Add +1.5% 4,994 $3.9M
Baader Bank Aktiengesellschaft 0.34% Add +53.8% 4,966 $3.9M
MASTERINVEST Kapitalanlage GmbH 0.41% — 4,939 $3.9M
Frank, Rimerman Advisors LLC 0.26% Add +22.6% 4,897 $3.9M
Bridgefront Capital, LLC 1.02% Add +10.3% 4,896 $3.9M
Whitford Management LLC 4.08% New 4,878 $3.8M
Compass Wealth Management LLC 0.91% No change 4,870 $3.8M
Welch & Forbes LLC 0.05% Add +10.2% 4,864 $3.8M
Kirtland Hills Capital Management, LLC 1.74% Reduce -0.0% 4,800 $3.8M
Intact Investment Management Inc. 0.13% Reduce -14.3% 4,800 $3.8M
Harrington Investments, INC 2.00% No change 4,794 $3.8M
Guardian Partners Inc. 0.34% Add +1.8% 4,905 $3.8M
Illumine Investment Management, LLC 2.99% Add +0.9% 4,776 $3.8M
Principal Securities, Inc. 0.07% Reduce -35.7% 4,681 $3.7M
Fairbanks Capital Management, Inc. 2.10% Reduce -2.1% 4,673 $3.7M
VCI Wealth Management LLC 1.28% Add +9.3% 4,653 $3.7M
Nebula Research & Development LLC 0.31% New 4,633 $3.6M
Avestar Capital, LLC 0.27% Add +12.4% 4,609 $3.6M
RVW Wealth, LLC 0.31% Reduce -0.1% 4,597 $3.6M
Biltmore Family Office, LLC 0.61% Add +0.0% 4,588 $3.6M
Independent Solutions Wealth Management, LLC 0.70% Reduce -0.2% 4,582 $3.6M
Capital Asset Advisory Services LLC 0.17% Reduce -3.9% 4,604 $3.6M
Chatham Capital Group, Inc. 0.54% Add +2.8% 4,525 $3.6M
PKO Investment Management Joint-Stock Co 0.38% Reduce -30.8% 4,500 $3.5M
Clearstead Advisors, LLC 0.05% Add +9.5% 4,488 $3.5M
Checchi Capital Advisers, LLC 0.25% Add +0.2% 4,487 $3.5M
Chilton Investment Co. Inc. 0.08% Reduce -13.7% 4,469 $3.5M
Employees Retirement System of Texas 0.03% New 4,466 $3.5M
Peloton Wealth Strategists 1.44% Add +1.1% 4,462 $3.5M
Baer Investment Advisory LLC 5.73% Reduce -5.2% 4,587 $3.5M
Highland Capital Management, LLC 0.19% New 4,421 $3.5M
Petredis Investment Advisors LLC 0.30% Add +0.8% 4,350 $3.4M
Point72 Hong Kong Ltd 0.24% New 4,349 $3.4M
STF Management LP 1.35% Add +2.6% 4,346 $3.4M
Thoroughbred Financial Services, LLC 0.24% Reduce -15.8% 4,336 $3.4M
Ossiam 0.04% Reduce -0.6% 4,288 $3.4M
Ted Buchan & Co 1.34% Reduce -3.9% 4,282 $3.4M
Argonautica Private Wealth Management, Inc. 1.07% Reduce -0.2% 4,276 $3.4M
Cohen Capital Management, Inc. 0.55% Reduce -0.6% 4,265 $3.4M
Venturi Wealth Management, LLC 0.17% Add +3.9% 4,264 $3.4M
Scott & Selber, Inc. 0.93% Add +0.7% 4,240 $3.3M
Graypoint LLC 0.19% Add +6.1% 4,233 $3.3M
BDF-Gestion 0.37% Reduce -9.8% 4,227 $3.3M
Wedmont Private Capital 0.14% Add +4.3% 4,314 $3.3M
Globeflex Capital L P 0.27% New 4,167 $3.3M
Ostrum Asset Management 0.15% Add +14.1% 4,143 $3.3M
Cloverfields Capital Group, LP 0.97% Add +0.1% 4,131 $3.3M
Princeton Global Asset Management LLC 0.59% Add +3.4% 4,117 $3.2M
Old National Bancorp 0.06% Add +9.1% 4,106 $3.2M
MV Capital Management, Inc. 0.33% Reduce -3.2% 4,095 $3.2M
Brighton Jones LLC 0.09% Add +4.4% 4,052 $3.2M
Freedom Day Solutions, LLC 0.94% Reduce -2.8% 4,020 $3.2M
Cache Advisors, LLC 0.86% No change 4,017 $3.2M
Kentucky Farm Bureau Mutual Insurance Co 0.67% No change 4,000 $3.2M
Kornitzer Capital Management Inc. 0.06% Add +1.4% 3,983 $3.1M
Financial Gravity Companies, Inc. 0.61% — 3,940 $3.1M
Quantbot Technologies LP 0.08% New 3,914 $3.1M
Townsquare Capital LLC 0.30% Reduce -78.0% 3,903 $3.1M
Sagespring Wealth Partners, LLC 0.07% Add +21.0% 3,887 $3.1M
Value Partners Investments Inc. 0.24% Add +5.1% 3,866 $3.0M
Cannell & Spears LLC 0.06% Add +0.1% 3,852 $3.0M
Circle Wealth Management, LLC 0.07% Add +11.3% 3,842 $3.0M
Fullerton Fund Management Co Ltd. 0.12% Add +14.6% 3,836 $3.0M
Parr McKnight Wealth Management Group, LLC 0.41% Reduce -0.5% 3,826 $3.0M
Inlet Private Wealth, LLC 0.74% No change 3,820 $3.0M
Essex Investment Management Co. LLC 0.55% Reduce -1.8% 3,814 $3.0M
Smartleaf Asset Management LLC 0.26% Reduce -2.8% 3,862 $3.0M
Pinkerton Wealth, LLC 0.36% Reduce -2.5% 3,797 $3.0M
AXS Investments LLC 1.22% Reduce -34.7% 3,772 $3.0M
Harfst & Associates, Inc. 0.61% Reduce -16.1% 3,765 $3.0M
Tema ETFs LLC 0.79% Add +38.4% 3,765 $3.0M
Central Pacific Bank - Trust Division 0.39% Reduce -7.8% 3,746 $3.0M
Whittier Trust Co. of Nevada Inc. 0.07% Reduce -7.5% 3,732 $2.9M
Summit Financial, LLC 0.07% Reduce -0.6% 3,713 $2.9M
GC Wealth Management RIA, LLC 0.24% Add +369.6% 3,682 $2.9M
NorthRock Partners, LLC 0.07% Add +6.9% 3,644 $2.9M
Penserra Capital Management LLC 0.04% Add +172.0% 3,642 $2.9M
Calamos Wealth Management LLC 0.12% Add +136.6% 3,639 $2.9M
Compound Planning, Inc. 0.11% Add +11.5% 3,624 $2.9M
Syon Capital LLC 0.19% Add +33.4% 3,620 $2.9M
Rwa Wealth Partners, LLC 0.04% Reduce -0.0% 3,615 $2.8M
Prospera Financial Services Inc 0.05% Add +98.3% 3,611 $2.8M
Dakota Wealth Management 0.06% Reduce -12.9% 3,611 $2.8M
IFP Advisors, Inc 0.08% Reduce -6.8% 3,606 $2.8M
Jacobi Capital Management LLC 0.19% Add +5.4% 3,601 $2.8M
Synovus Financial Corp. 0.03% Reduce -1.2% 3,599 $2.8M
Willow Creek Wealth Management Inc. 0.25% Add +0.1% 3,591 $2.8M
Brooklyn Investment Group 0.37% Add +36.6% 3,566 $2.8M
Donoghue Forlines LLC 0.79% New 3,532 $2.8M
Gladstone Institutional Advisory LLC 0.11% Reduce -0.9% 3,525 $2.8M
HighPoint Advisor Group LLC 0.15% Add +2.5% 3,506 $2.8M
Scratch Capital LLC 2.24% Reduce -2.7% 3,503 $2.8M
ICICI Prudential Asset Management Co Ltd 0.34% Reduce -2.5% 3,495 $2.8M
Savant Capital, LLC 0.02% Add +6.3% 3,480 $2.7M
Account Management LLC 3.00% No change 3,465 $2.7M
Prana Capital Management, LP 0.10% Reduce -86.5% 3,456 $2.7M
Fifth Third Wealth Advisors LLC 0.11% Add +0.2% 3,452 $2.7M
Ledyard National Bank 0.26% Add +713.2% 3,440 $2.7M
Gateway Investment Advisers LLC 0.03% Reduce -75.5% 3,436 $2.7M
Diversify Advisory Services, LLC 0.10% Add +6.8% 3,785 $2.7M
Berger Financial Group, Inc 0.17% Reduce -1.8% 3,421 $2.7M
Boston Trust Walden Corp 0.02% Add +9.8% 3,409 $2.7M
Savvy Advisors, Inc. 0.18% Add +7.2% 3,406 $2.7M
Fairfield, Bush & Co. 1.51% Reduce -6.0% 3,398 $2.7M
Forvis Mazars Wealth Advisors, LLC 0.06% Reduce -1.8% 3,396 $2.7M
Naviter Wealth, LLC 0.33% Reduce -0.3% 3,392 $2.7M
Herold Advisors, Inc. 0.56% Reduce -22.1% 3,381 $2.7M
Ironwood Financial, llc 0.57% No change 4,336 $2.7M
Everhart Financial Group, Inc. 0.31% Add +35.2% 3,378 $2.7M
iSAM Funds (UK) Ltd 0.58% New 3,376 $2.7M
UNIVEST FINANCIAL Corp 0.16% Add +1.9% 3,359 $2.6M
Conway Capital Management, Inc. 1.18% Reduce -3.5% 3,355 $2.6M
Ellis Investment Partners, LLC 0.51% Add +0.0% 3,335 $2.6M
Valmark Advisers, Inc. 0.04% Reduce -0.1% 3,328 $2.6M
OneDigital Investment Advisors LLC 0.03% Add +11.2% 3,325 $2.6M
Lecap Asset Management Ltd. 0.92% Reduce -13.7% 3,318 $2.6M
Game Creek Capital, LP 1.33% New 3,300 $2.6M
Focus Partners Advisor Solutions, LLC 0.03% Add +18.4% 3,301 $2.6M
Tilia Fiduciary Partners, Inc. 1.58% Add +1.3% 3,289 $2.6M
Clean Yield Group 0.77% No change 3,286 $2.6M
HighVista Strategies LLC 0.94% Reduce -15.5% 3,263 $2.6M
Insight Wealth Strategies, LLC 0.32% New 3,291 $2.6M
AlphaCore Capital LLC 0.10% Add +95.7% 3,235 $2.5M
GM Advisory Group, LLC 0.13% Reduce -0.1% 3,229 $2.5M
Meiji Yasuda Life Insurance Co 0.08% Reduce -82.0% 3,229 $2.5M
Congress Asset Management Co. 0.02% Reduce -81.3% 3,229 $2.5M
Dynasty Wealth Management, LLC 0.04% Reduce -23.5% 3,226 $2.5M
Trust Asset Management LLC 0.19% No change 3,221 $2.5M
Signature Wealth Management Group 1.00% Add +0.7% 3,219 $2.5M
Mirova US LLC 0.03% New 3,218 $2.5M
Caldwell Sutter Capital, Inc. 1.15% Reduce -5.9% 3,200 $2.5M
IronOak Wealth LLC. 2.45% — 3,198 $2.5M
Harel Insurance Investments & Financial Services Ltd. 0.03% Add +98.7% 3,193 $2.5M
Analyst IMS Investment Management Services Ltd. 0.09% No change 3,191 $2.5M
RB Capital Management, LLC 0.59% Add +2.4% 3,189 $2.5M
Strategic Wealth Partners, Ltd. 0.20% — 3,184 $2.5M
Net Worth Advisory Group 0.55% Reduce -0.1% 3,178 $2.5M
SVB Wealth LLC 0.13% New 3,143 $2.5M
Outfitters Financial LLC 2.10% Reduce -0.2% 3,123 $2.5M
GeoWealth Management, LLC 0.09% Add +7.5% 3,087 $2.4M
Stock Yards Bank & Trust Co. 0.08% Reduce -9.1% 3,079 $2.4M
RMR Wealth Builders 0.22% Add +4.6% 3,076 $2.4M
Stiles Financial Services Inc 0.83% Reduce -3.7% 3,065 $2.4M
Meeder Asset Management Inc. 0.15% Reduce -0.6% 3,065 $2.4M
Qtron Investments LLC 0.31% No change 3,059 $2.4M
DE Burlo Group Inc. 0.32% Reduce -1.9% 3,040 $2.4M
Pinnacle Associates Ltd. 0.03% Add +5.9% 3,030 $2.4M
MUFG Securities EMEA plc 0.11% New 3,025 $2.4M
Integrated Wealth Concepts LLC 0.02% Add +36.1% 2,968 $2.3M
Crestwood Advisors Group, LLC 0.04% Add +14.2% 2,947 $2.3M
Darwin Wealth Management, LLC 0.80% Reduce -14.5% 2,926 $2.3M
Mattson Financial Services, LLC 0.62% Reduce -18.0% 2,925 $2.3M
Baker Avenue Asset Management, LP 0.06% Add +616.4% 2,880 $2.3M
Eads & Heald Wealth Management 1.12% Reduce -0.1% 2,871 $2.3M
Abacus Planning Group, Inc. 0.34% Add +1.4% 2,867 $2.3M
Dohj, LLC 0.64% Reduce -6.3% 3,717 $2.2M
Concord Asset Management, LLC 0.33% Add +1.7% 2,811 $2.2M
Concord Wealth Partners 0.32% Reduce -4.9% 2,811 $2.2M
ZEGA Investments, LLC 0.55% Reduce -0.2% 2,805 $2.2M
Okabena Investment Services Inc. 0.49% Add +3.7% 2,802 $2.2M
Jacobson & Schmitt Advisors, LLC 0.39% New 2,777 $2.2M
Sompo Asset Management Co., Ltd. 0.38% Reduce -21.3% 2,770 $2.2M
Cullinan Associates Inc. 0.14% No change 2,770 $2.2M
FSM Wealth Advisors, LLC 0.35% Add +3.2% 2,772 $2.2M
Edgestream Partners, L.P. 0.06% Add +10.1% 2,755 $2.2M
Argent Trust Co 0.08% Reduce -7.0% 2,754 $2.2M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.24% No change 2,740 $2.2M
MIG Capital, LLC 0.23% New 2,726 $2.1M
Markel Group 0.02% No change 2,720 $2.1M
CenterBook Partners LP 0.12% New 2,705 $2.1M
Icon Wealth Advisors, LLC 0.15% Add +38.8% 2,702 $2.1M
Moss Adams Wealth Advisors LLC 0.19% Add +2.0% 2,695 $2.1M
Cigna Investments Inc. 0.36% Reduce -2.6% 2,694 $2.1M
Dorsey & Whitney Trust CO LLC 0.11% Reduce -4.3% 2,675 $2.1M
Novare Capital Management LLC 0.17% Reduce -3.0% 2,669 $2.1M
Scissortail Wealth Management, LLC 0.50% Add +382.6% 2,640 $2.1M
Arax Advisory Partners 0.10% Add +14.7% 2,556 $2.1M
Valeo Financial Advisors, LLC 0.05% Add +7.8% 2,629 $2.1M
BankPlus Trust Department 0.61% Add +11.5% 2,627 $2.1M
Meiji Yasuda Asset Management Co Ltd. 0.10% Reduce -50.9% 2,617 $2.1M
Stevens Capital Management LP 0.56% New 2,617 $2.1M
Silicon Valley Capital Partners 0.21% Add +0.1% 2,615 $2.1M
First Citizens Bank & Trust Co. 0.04% Add +1.1% 2,613 $2.1M
Generali Investments, Management Co LLC 0.46% No change 2,604 $2.0M
Glynn Capital Management LLC 0.46% Reduce -10.4% 2,594 $2.0M
Jane Street Group, LLC 0.00% Reduce -96.7% 2,583 $2.0M
Modera Wealth Management, LLC 0.03% Reduce -0.0% 2,567 $2.0M
Freedom Investment Management, Inc. 0.16% Reduce -9.7% 2,562 $2.0M
Quintet Private Bank (Europe) S.A. 0.12% Reduce -22.6% 2,557 $2.0M
Cadence Bank 0.13% Add +0.2% 2,557 $2.0M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.26% Add +15.3% 2,543 $2.0M
Family Legacy, Inc. 0.65% Add +0.2% 2,537 $2.0M
Anchor Investment Management, LLC 0.17% Add +3.4% 2,525 $2.0M
Fulton Bank, N.A. 0.07% Add +2.9% 2,517 $2.0M
Glenview Trust Co 0.03% Reduce -5.9% 2,505 $2.0M
Papamarkou Wellner Asset Management inc. 1.28% Reduce -5.3% 2,461 $1.9M
Elmwood Wealth Management, Inc. 0.77% Reduce -0.8% 2,461 $1.9M
Bayesian Capital Management, LP 0.31% Reduce -73.6% 2,453 $1.9M
Roberts Glore & Co. Inc. 0.56% Reduce -1.4% 2,452 $1.9M
Summit Global Investments 0.11% Add +146.3% 2,448 $1.9M
Arkadios Wealth Advisors 0.06% Add +20.4% 2,430 $1.9M
Ironwood Investment Counsel, LLC 0.29% Reduce -0.7% 2,394 $1.9M
Abc Arbitrage SA 0.22% New 2,394 $1.9M
Moneta Group Investment Advisors LLC 0.02% Add +3.6% 2,394 $1.9M
Citizens National Bank Trust Department 0.37% Reduce -2.6% 2,377 $1.9M
Chesley Taft & Associates LLC 0.08% Add +0.2% 2,364 $1.9M
Maverick Capital 0.03% New 2,358 $1.9M
Cascade Investment Group, Inc. 1.30% Reduce -2.3% 2,357 $1.9M
Clarius Group, LLC 0.11% Add +0.9% 2,354 $1.9M
Wealthspire Advisors, LLC 0.01% Add +13.7% 2,348 $1.8M
Duncker Streett & Co. Inc. 0.34% Reduce -6.0% 2,347 $1.8M
Peak Asset Management, LLC 0.34% No change 2,345 $1.8M
Virtue Capital Management, LLC 0.34% Add +3.2% 2,343 $1.8M
Commerzbank Aktiengesellschaft 0.04% No change 2,342 $1.8M
Procyon Advisors, LLC 0.17% Reduce -24.0% 2,334 $1.8M
VestGen Advisors, LLC 0.07% Add +196.1% 2,330 $1.8M
Choate Investment Advisors 0.04% Reduce -4.6% 2,318 $1.8M
Promus Capital, LLC 1.18% Add +22.3% 2,315 $1.8M
Quotient Wealth Partners, LLC 0.05% Reduce -2.8% 2,310 $1.8M
ROI Financial Advisors, LLC 1.15% Reduce -7.6% 2,293 $1.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +9.2% 2,290 $1.8M
Quantitative Investment Management, LLC 0.24% Add +11.6% 2,287 $1.8M
Capital & Planning, LLC 1.22% Reduce -1.5% 2,282 $1.8M
Advisor OS, LLC 0.18% Reduce -9.9% 2,272 $1.8M
StoneX Group Inc. 0.09% Reduce -8.9% 2,271 $1.8M
Compagnie Lombard Odier SCmA 0.02% Reduce -5.6% 2,265 $1.8M
World Investment Advisors 0.04% Add +90.7% 2,262 $1.8M
Focus Financial Network, Inc. 0.07% Add +2.7% 2,255 $1.8M
BNP Paribas 0.06% No change 2,241 $1.8M
Premier Path Wealth Partners, LLC 0.25% Add +9.9% 2,236 $1.8M
Capital Planning Advisors, LLC 0.26% Reduce -4.3% 2,235 $1.8M
Arlington Trust Co LLC 0.34% Add +1.1% 2,234 $1.8M
Norden Group LLC 0.19% Add +34.1% 2,230 $1.8M
Stonehage Fleming Financial Services Holdings Ltd 0.05% No change 2,220 $1.7M
Quent Capital, LLC 0.17% Add +3.9% 2,206 $1.7M
Transcend Capital Advisors, LLC 0.13% Add +14.0% 2,196 $1.7M
Smith Salley Wealth Management 0.10% Add +12.1% 2,190 $1.7M
McRae Capital Management Inc. 0.35% Add +0.7% 2,187 $1.7M
Convergence Financial, LLC 0.29% New 2,175 $1.7M
Alpha Family Trust 0.84% Add +29.1% 2,150 $1.7M
Ascent Group, LLC 0.07% Add +33.1% 2,133 $1.7M
Wealth Alliance, LLC 0.19% Add +3.8% 2,120 $1.7M
Equitable Holdings, Inc. 0.01% Add +17.1% 2,119 $1.7M
Asset Dedication, LLC 0.12% Add +3.3% 2,114 $1.7M
Capital Investment Advisors, LLC 0.03% Add +5.3% 2,094 $1.6M
Aaron Wealth Advisors LLC 0.17% Add +96.5% 2,075 $1.6M
Brookstone Capital Management 0.02% Add +3.5% 2,073 $1.6M
Global Retirement Partners, LLC 0.04% — 2,069 $1.6M
United Asset Strategies, Inc. 0.14% Add +0.2% 2,067 $1.6M
Motiv8 Investments LLC 0.99% Add +11.1% 2,060 $1.6M
RFG Advisory, LLC 0.04% Add +2.6% 2,055 $1.6M
Accretive Wealth Partners, LLC 0.53% Add +0.9% 2,049 $1.6M
Austin Private Wealth, LLC 0.13% Reduce -8.7% 2,048 $1.6M
Trueblood Wealth Management, LLC 0.67% Add +5.4% 2,045 $1.6M
Wedbush Securities Inc. 0.06% Reduce -5.8% 2,039 $1.6M
DB Fitzpatrick & Co, Inc 1.42% Add +0.3% 2,030 $1.6M
RiverPark Advisors, LLC 1.26% Reduce -15.7% 2,030 $1.6M
Axecap Investments, LLC 1.04% New 2,026 $1.6M
Mirador Capital Partners LP 0.26% No change 2,022 $1.6M
Byrne Financial Freedom, LLC 0.79% Reduce -0.1% 2,019 $1.6M
ICONIQ Capital, LLC 0.03% Add +0.3% 2,015 $1.6M
Intrust Bank NA 0.14% Add +8.8% 2,011 $1.6M
Journey Strategic Wealth LLC 0.05% Add +67.6% 2,009 $1.6M
Versor Investments LP 0.28% Add +125.6% 2,003 $1.6M
Optas, LLC 0.30% Add +17.9% 2,003 $1.6M
Wallace Hart LLC 1.25% New 2,002 $1.6M
Personal Cfo Solutions, LLC 0.29% Reduce -35.9% 2,000 $1.6M
FSA Wealth Management LLC 0.61% Reduce -1.8% 2,000 $1.6M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.06% No change 2,000 $1.6M
Oarsman Capital, Inc. 0.25% Add +2.7% 1,996 $1.6M
Liberty Wealth Management LLC 0.24% Reduce -0.8% 1,982 $1.6M
Flagship Harbor Advisors, LLC 0.07% No change 1,981 $1.6M
Symphony Financial, Ltd. Co. 0.20% New 5,899 $1.6M
Trust Point Inc. 0.15% Add +21.9% 1,968 $1.6M
Mirabella Financial Services LLP 0.17% Reduce -46.4% 1,967 $1.5M
Pittenger & Anderson Inc. 0.06% Add +0.3% 1,966 $1.5M
MassMutual Private Wealth & Trust, FSB 0.04% Reduce -9.3% 1,963 $1.5M
Nixon Peabody Trust Co. 0.12% Reduce -8.0% 1,955 $1.5M
Cookson Peirce & Co. Inc. 0.07% New 1,951 $1.5M
Sowell Financial Services LLC 0.06% Add +38.3% 1,930 $1.5M
Mutual Advisors, LLC 0.04% Reduce -4.0% 1,931 $1.5M
Fidelis Capital Partners, LLC 0.14% Add +6.4% 1,947 $1.5M
BSW Wealth Partners 0.21% Add +0.6% 1,918 $1.5M
Great Diamond Partners, LLC 0.32% Add +441.5% 1,917 $1.5M
Zhang Financial LLC 0.07% Add +7.6% 1,916 $1.5M
Barbara Oil Co. 0.59% No change 1,900 $1.5M
CVFG LLC 1.18% Reduce -2.2% 1,897 $1.5M
Old Port Advisors 0.41% Reduce -1.8% 1,893 $1.5M
Forbes J M & Co. LLP 0.14% Reduce -8.6% 1,882 $1.5M
Ramirez Asset Management, Inc. 0.22% No change 1,880 $1.5M
Scientech Research LLC 0.36% New 1,876 $1.5M
Arete Wealth Advisors, LLC 0.10% Add +90.8% 1,872 $1.5M
Pinnacle Wealth Planning Services, Inc. 0.19% Add +1.8% 1,867 $1.5M
Precedent Wealth Partners, LLC 0.36% Add +25.1% 1,859 $1.5M
Greykasell Wealth Strategies, Inc. 0.70% Reduce -1.0% 1,856 $1.5M
Bank Pictet & Cie (Europe) AG 0.03% Reduce -1.0% 1,851 $1.5M
Schear Investment Advisers, LLC 0.72% Reduce -4.1% 1,839 $1.4M
Worth Asset Management, LLC 0.70% New 1,802 $1.4M
Proficio Capital Partners LLC 0.09% Add +9.2% 1,792 $1.4M
Ellevest, Inc. 0.22% Add +4.3% 1,786 $1.4M
Groupama Asset Managment 0.02% Reduce -66.1% 1,811 $1.4M
Quadcap Wealth Management, LLC 0.18% Add +14.4% 1,783 $1.4M
SYM FINANCIAL Corp 0.16% Reduce -1.2% 1,781 $1.4M
Fiduciary Alliance LLC 0.10% Add +14.2% 1,776 $1.4M
Stablepoint Partners, LLC 0.24% Reduce -35.5% 1,775 $1.4M
Verde Capital Management 0.34% Add +8.0% 1,762 $1.4M
Cooper Financial Group 0.16% Reduce -13.0% 1,761 $1.4M
Kensington Investment Counsel, LLC 0.59% Add +0.3% 1,756 $1.4M
Milestones Private Investment Advisors LLC 1.02% — 1,748 $1.4M
Brown Financial Advisors 0.54% Reduce -20.0% 1,743 $1.4M
Cove Private Wealth, LLC 0.49% No change 1,740 $1.4M
Thrive Wealth Management, LLC 0.22% Reduce -4.0% 1,739 $1.4M
Koss-Olinger Consulting, LLC 0.11% Add +0.1% 1,729 $1.4M
Stance Capital LLC 0.51% New 1,728 $1.4M
Level Four Advisory Services, LLC 0.05% Add +5.2% 1,727 $1.4M
MJP Associates Inc. 0.20% Reduce -8.1% 1,722 $1.4M
Integrated Quantitative Investments LLC 0.40% New 1,717 $1.4M
Legacy Trust 0.33% No change 1,713 $1.3M
Freestone Capital Holdings, LLC 0.05% Reduce -29.8% 1,711 $1.3M
CNB Bank 0.64% Reduce -5.7% 1,702 $1.3M
Bridgewater Advisors Inc. 0.10% Add +2.6% 1,658 $1.3M
Sargent Investment Group, LLC 0.18% Reduce -6.8% 1,715 $1.3M
Madison Asset Management, LLC 0.01% Reduce -2.7% 1,690 $1.3M
PDS Planning, Inc 0.10% Add +23.4% 1,685 $1.3M
Red Spruce Capital, LLC 0.57% Reduce -0.7% 1,681 $1.3M
Parthenon LLC 0.15% No change 1,675 $1.3M
Moody LYNN Lieberson & Walker, LLC 0.08% Add +0.9% 1,672 $1.3M
Sage Mountain Advisors LLC 0.09% Add +11.0% 1,670 $1.3M
Beverly Hills Private Wealth, LLC 0.25% Add +6.8% 1,668 $1.3M
Boston Family Office LLC 0.09% Reduce -0.2% 1,667 $1.3M
Blue Trust, Inc. 0.02% Add +157.3% 1,667 $1.3M
Regatta Capital Group, LLC 0.23% Add +2.9% 1,666 $1.3M
Nelson Capital Management, LLC 0.17% Reduce -15.3% 1,665 $1.3M
Evanson Asset Management, LLC 0.08% No change 1,663 $1.3M
Nicolet Bankshares Inc. 0.23% Add +1.0% 1,656 $1.3M
Everest Private Wealth 0.93% New 1,651 $1.3M
IHT Wealth Management, LLC 0.04% Reduce -0.1% 1,645 $1.3M
Walleye Capital LLC 0.01% Reduce -95.0% 1,644 $1.3M
DRW Securities, LLC 0.09% Add +257.1% 1,639 $1.3M
GMO 0.00% Reduce -17.4% 1,638 $1.3M
WBH Advisory Inc. 0.11% No change 1,630 $1.3M
FineMark National Bank & Trust 0.04% Reduce -2.5% 1,628 $1.3M
Ewing Morris & Co. Investment Partners Ltd. 0.58% New 1,623 $1.3M
Simplicity Wealth,LLC 0.05% Add +209.2% 1,620 $1.3M
Archford Capital Strategies, LLC 0.16% Reduce -51.8% 1,613 $1.3M
Denali Advisors LLC 0.13% Reduce -3.8% 1,607 $1.3M
Founders Financial Securities LLC 0.10% Add +0.8% 1,605 $1.3M
Pallas Capital Advisors LLC 0.05% Add +281.7% 1,584 $1.2M
Barr E S & Co. 0.07% No change 1,584 $1.2M
Great Lakes Advisors, LLC 0.01% Add +2.1% 1,579 $1.2M
Tritonpoint Wealth, LLC 0.11% Add +3.5% 1,576 $1.2M
Howland Capital Management LLC 0.05% Add +12.8% 1,574 $1.2M
OV Management LLC 1.03% Reduce -60.4% 1,568 $1.2M
Curated Wealth Partners LLC 0.14% Add +1.1% 1,568 $1.2M
Independent Financial Group, LLC 0.03% Add +37.1% 1,566 $1.2M
Advisors Capital Management, LLC 0.02% Reduce -9.9% 1,565 $1.2M
Community Bank & Trust, Waco, Texas 0.28% Add +0.2% 1,563 $1.2M
Cary Street Partners Investment Advisory LLC 0.59% Add +8.6% 1,559 $1.2M
Riverpark Capital Management LLC 1.99% Reduce -12.9% 1,559 $1.2M
Geneos Wealth Management Inc. 0.03% Add +14.6% 1,552 $1.2M
Forum Financial Management, LP 0.02% Reduce -1.3% 1,545 $1.2M
Crew Capital Management, Ltd 0.87% Reduce -24.3% 1,543 $1.2M
SRN Advisors, LLC 1.11% Add +2.0% 1,542 $1.2M
Perpetual Ltd 0.01% Reduce -2.1% 1,539 $1.2M
Kingsview Wealth Management, LLC 0.02% Add +1.4% 1,537 $1.2M
Hara Capital LLC 0.75% Reduce -15.4% 1,534 $1.2M
Chris Bulman Inc 0.69% Add +0.4% 1,529 $1.2M
Wellington Shields Capital Management, LLC 0.20% No change 1,525 $1.2M
Gen-Wealth Partners Inc 0.46% Add +5.9% 1,516 $1.2M
ICW Investment Advisors LLC 0.47% Add +7.2% 1,516 $1.2M
Palisades Hudson Asset Management, L.P. 0.46% Reduce -1.6% 1,507 $1.2M
Paradigm Asset Management Co. LLC 0.29% New 1,500 $1.2M
Palisade Capital Management, LP 0.04% No change 1,500 $1.2M
Fulcrum Asset Management LLP 0.34% — 1,499 $1.2M
Drive Wealth Management, LLC 0.26% Add +4.9% 1,487 $1.2M
Van Strum & Towne Inc. 0.37% No change 1,486 $1.2M
Institute for Wealth Management, LLC. 0.13% Reduce -1.1% 1,473 $1.2M
Roberts Capital Advisors, LLC 0.86% No change 1,470 $1.2M
Atria Wealth Solutions, Inc. 0.03% Reduce -72.8% 1,469 $1.2M
Smithfield Trust Co 0.05% No change 1,470 $1.2M
Legacy Financial Advisors, Inc. 0.18% Add +13.7% 1,466 $1.2M
NBT Bank, N.A. 0.08% Reduce -0.8% 1,462 $1.2M
Legacy Capital Group California, Inc. 0.32% Add +0.1% 1,462 $1.2M
Insigneo Advisory Services, LLC 0.10% Reduce -2.8% 1,461 $1.2M
Whalerock Point Partners, LLC 0.25% Add +0.3% 1,456 $1.1M
Weatherly Asset Management L. P. 0.10% Reduce -6.9% 1,452 $1.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.16% Add +16.0% 1,451 $1.1M
First Financial Bank - Trust Division 0.10% Reduce -2.2% 1,448 $1.1M
Crescent Sterling, Ltd. 1.25% Add +17.5% 1,423 $1.1M
Money Concepts Capital Corp. 0.07% Reduce -6.0% 1,419 $1.1M
Essex Financial Services, Inc. 0.07% Add +2.8% 1,417 $1.1M
Westfield Capital Management Co. LP 0.00% No change 1,410 $1.1M
AMG National Trust Bank 0.03% Add +6.8% 1,405 $1.1M
Gratus Wealth Advisors, LLC 0.17% No change 1,397 $1.1M
South Dakota Investment Council 0.02% No change 1,396 $1.1M
Richard W. Paul & Associates, LLC 0.40% Add +0.2% 1,394 $1.1M
Unique Wealth Strategies, LLC 0.46% Add +108.6% 1,389 $1.1M
Mesirow Financial Investment Management, Inc. 0.02% Add +2.9% 1,387 $1.1M
Texas Capital Bancshares Inc 0.39% No change 1,383 $1.1M
Principle Wealth Partners LLC 0.07% Add +3.8% 1,379 $1.1M
Wbi Investments, LLC 0.28% New 1,376 $1.1M
HBK Sorce Advisory LLC 0.03% Reduce -3.5% 1,374 $1.1M
Pinnacle West Asset Management, Inc. 0.74% No change 1,365 $1.1M
Childress Capital Advisors, LLC 0.27% Add +16.3% 1,352 $1.1M
Garner Asset Management Corp 0.49% Reduce -6.4% 1,350 $1.1M
MMBG Investment Advisors Co. 0.11% No change 1,345 $1.1M
Coastal Bridge Advisors, LLC 0.09% New 1,340 $1.1M
Heritage Investors Management Corp. 0.03% Reduce -17.8% 1,338 $1.1M
Harbor Group, Inc. 0.19% No change 1,329 $1.0M
Alta Advisers Ltd 0.37% No change 1,328 $1.0M
Triglav Investments, D.O.O. 0.08% No change 1,325 $1.0M
Oliver Lagore Vanvalin Investment Group 0.41% — 1,693 $1.0M
Nicholas Investment Partners, LP 0.10% No change 1,314 $1.0M
Waterloo Capital, L.P. 0.08% Add +34.4% 1,312 $1.0M
Mgo One Seven LLC 0.03% Reduce -25.4% 1,312 $1.0M
Park Capital Management, LLC / WI 0.95% Add +0.9% 1,308 $1.0M
Freemont Management S.A. 0.17% Add +30.0% 1,300 $1.0M
Koshinski Asset Management, Inc. 0.08% Reduce -7.3% 1,296 $1.0M
Mattern Capital Management, LLC 0.12% Add +11.7% 1,294 $1.0M
Inscription Capital, LLC 0.15% Add +155.5% 1,293 $1.0M
Alteri Wealth LLC 0.39% Reduce -0.5% 1,291 $1.0M
Hoxton Planning & Management, LLC 0.35% Reduce -1.1% 1,287 $1.0M
EverSource Wealth Advisors, LLC 0.05% Add +51.0% 1,285 $1.0M
Prelude Capital Management, LLC 0.10% New 1,275 $1.0M
Avantax Planning Partners, Inc. 0.03% Add +8.1% 1,273 $1.0M
Waller Financial Planning Group, Inc. 0.24% Reduce -22.1% 1,272 $1.0M
Friedenthal Financial 0.55% New 1,265 $996K
Act Wealth Management, LLC 0.42% No change 1,265 $996K
Garden State Investment Advisory Services LLC 0.27% Add +7.8% 1,259 $994K
Nicolet Advisory Services, LLC 0.08% Add +35.2% 1,278 $992K
Heritage Trust Co 0.11% Add +96.7% 1,259 $992K
Ancora Advisors LLC 0.02% Add +0.1% 1,240 $977K
Rockline Wealth Management, LLC 0.23% Add +11.9% 1,234 $972K
Legacy Capital Wealth Partners, LLC 0.22% Reduce -1.4% 1,234 $972K
Versant Capital Management, Inc 0.15% Add +336.5% 1,231 $970K
L2 Asset Management, LLC 0.16% Add +4.5% 1,223 $963K
Cardiff Park Advisors, LLC 0.08% No change 1,223 $963K
Accurate Wealth Management, LLC 0.15% Add +96.8% 1,285 $963K
Sovran Advisors, LLC 0.10% Reduce -14.8% 1,230 $961K
Heritage Wealth Advisors 0.05% No change 1,217 $959K
New Hampshire Trust 0.20% No change 1,215 $957K
Amica Retiree Medical Trust 1.38% No change 1,213 $955K
North Star Investment Management Corp. 0.07% No change 1,210 $953K
Northern Financial Advisors Inc 0.71% Add +1.3% 1,209 $952K
Integrated Advisors Network LLC 0.04% Add +18.9% 1,209 $952K
Burke & Herbert Bank & Trust Co. 0.21% Reduce -4.9% 1,205 $949K
HCR Wealth Advisors 0.11% No change 1,205 $949K
Harbor Investment Advisory, LLC 0.08% Reduce -3.8% 1,204 $948K
Spinnaker Trust 0.06% No change 1,204 $948K
Leavell Investment Management, Inc. 0.04% No change 1,200 $945K
Wealth Architects, LLC 0.10% Reduce -0.7% 1,200 $945K
Congress Park Capital LLC 0.31% Reduce -7.0% 1,190 $937K
Arcus Capital Partners, LLC 0.41% New 1,190 $937K
Bryn Mawr Trust Advisors, LLC 0.05% Add +11.5% 1,187 $935K
Parkside Financial Bank & Trust 0.10% Add +2.9% 1,186 $934K
Lee Danner & Bass Inc. 0.07% Reduce -30.5% 1,185 $933K
Fox Run Management, L.L.C. 0.16% New 1,182 $931K
Neville Rodie & Shaw Inc. 0.07% No change 1,179 $929K
Meridian Wealth Management, LLC 0.04% Reduce -1.0% 1,177 $927K
Twin Peaks Wealth Advisors, LLC 0.30% Reduce -19.3% 1,297 $926K
Stratos Wealth Advisors, LLC 0.05% Reduce -0.7% 1,171 $923K
CoreCap Advisors, LLC 0.04% Add +215.4% 1,170 $922K
Van Hulzen Asset Management, LLC 0.08% Reduce -0.6% 1,165 $918K
Catalyst Financial Partners LLC 0.10% Add +6.2% 1,163 $916K
Carnegie Investment Counsel 0.02% Reduce -0.8% 1,162 $915K
Magnus Financial Group LLC 0.08% Add +0.2% 1,160 $914K
Connecticut Wealth Management, LLC 0.04% No change 1,154 $909K
Natural Investments, LLC 0.23% Add +26.7% 1,133 $892K
Weaver Capital Management LLC 0.22% Add +1.3% 1,127 $888K
PFC Capital Group, Inc. 0.41% Reduce -11.8% 1,125 $886K
Stratos Investment Management, LLC 0.04% Add +182.2% 1,123 $885K
Reynders McVeigh Capital Management, LLC 0.04% Add +0.1% 1,122 $884K
Eastern Bank 0.02% Reduce -1.8% 1,118 $881K
Vance Wealth, LLC 0.30% Add +1.4% 1,116 $879K
Plimoth Trust Co. LLC 0.21% Reduce -2.4% 1,116 $879K
Breakwater Capital Group 0.14% Reduce -3.9% 1,111 $875K
1ST Source Bank 0.05% No change 1,084 $854K
American Trust 0.08% Reduce -12.9% 1,083 $853K
MorganRosel Wealth Management, LLC 0.23% Add +19.7% 1,081 $851K
Moneco Advisors, LLC 0.08% Add +1.7% 1,077 $848K
Elevated Capital Advisors, LLC 0.24% No change 1,374 $844K
VestGen Investment Management 0.60% New 1,071 $844K
KFG Wealth Management, LLC 0.13% Add +4.6% 1,061 $836K
denkapparat Operations GmbH 0.66% New 1,054 $830K
Precision Wealth Strategies, LLC 0.27% New 1,050 $827K
Red Door Wealth Management, LLC 0.10% New 1,050 $827K
Barden Capital Management, Inc. 0.72% New 1,046 $824K
SS&H Financial Advisors, Inc. 0.28% Reduce -11.6% 1,046 $824K
Verdence Capital Advisors LLC 0.06% Add +2.0% 1,044 $822K
Financial Advisors Network, Inc. 0.12% Add +8.0% 1,041 $820K
Hills Bank & Trust Co 0.05% Add +9.3% 1,036 $816K
First Affirmative Financial Network 0.42% Add +3.3% 1,035 $815K
Wharton Business Group, LLC 0.03% No change 1,035 $815K
Cornerstone Wealth Group, LLC 0.06% Add +22.2% 1,034 $814K
LVW Advisors, LLC 0.09% Add +48.5% 1,028 $810K
Cerro Pacific Wealth Advisors LLC 0.22% Reduce -10.6% 1,028 $809K
First National Trust Co 0.03% Reduce -1.4% 1,024 $807K
Aventura Private Wealth, LLC 0.35% Reduce -0.6% 1,020 $803K
Calydon Capital 0.08% Add +126.9% 1,012 $797K
Plancorp, LLC 0.03% Add +12.1% 1,008 $794K
Portfolio Design Labs, LLC 0.16% Add +154.9% 1,007 $793K
RBF Capital, LLC 0.04% No change 1,000 $788K
Certuity, LLC 0.07% Add +31.3% 998 $786K
Grove Bank & Trust 0.10% Add +1.8% 994 $783K
Tiemann Investment Advisors, LLC 0.32% Add +1.7% 993 $782K
Perkins Coie Trust Co 0.13% Reduce -0.1% 992 $781K
Bayforest Capital Ltd 0.34% New 987 $777K
Prosperity Wealth Management, Inc. 0.29% New 987 $777K
Florida Financial Advisors, LLC 0.19% Add +134.6% 983 $775K
Avior Wealth Management, LLC 0.03% Reduce -12.6% 983 $774K
Edmond DE Rothschild Holding S.A. 0.01% No change 983 $774K
Evercore Wealth Management, LLC 0.01% No change 979 $771K
Bryce Point Capital, LLC 0.65% Reduce -21.4% 978 $770K
West Family Investments, Inc. 0.20% Add +109.7% 975 $768K
TLW Wealth Management, LLC 0.43% New 974 $767K
Tolleson Wealth Management, Inc. 0.13% No change 969 $763K
Asahi Life Asset Management Co., LTD. 0.44% Add +74.1% 963 $758K
Oxford Financial Group, LTD. LLC 0.04% Add +20.9% 962 $758K
17 Capital Partners, LLC 0.44% Add +27.2% 959 $755K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Add +20.6% 954 $751K
CHICAGO TRUST Co NA 0.11% Add +8.9% 954 $751K
Values First Advisors, Inc. 0.41% Reduce -0.7% 953 $751K
DGS Capital Management, LLC 0.15% Add +0.7% 953 $750K
Wrapmanager Inc. 0.18% Add +0.6% 949 $747K
Horizon Family Wealth, Inc. 0.45% Reduce -0.9% 945 $744K
Charter Oak Capital Management, LLC 0.06% New 944 $744K
Traynor Capital Management, Inc. 0.05% Reduce -0.1% 945 $737K
Modern Wealth Management, LLC 0.02% Add +4.8% 935 $737K
Bell Investment Advisors, Inc 0.13% Add +1.1% 935 $736K
Seven Mile Advisory 0.44% Add +1.5% 933 $735K
Paladin Wealth, LLC 0.57% Reduce -16.4% 932 $734K
United Bank 0.28% New 932 $734K
MWA Asset Management 0.45% Reduce -0.8% 930 $732K
Gryphon Financial Partners LLC 0.10% Add +27.1% 930 $732K
Formidable Asset Management, LLC 0.12% Reduce -21.3% 929 $732K
Manchester Capital Management LLC 0.10% Add +51.2% 927 $730K
Founders Financial Alliance, LLC 0.17% Reduce -1.1% 927 $730K
Chapin Davis, Inc. 0.20% No change 926 $729K
Wealthstar Advisors, LLC 0.27% No change 925 $729K
Sound View Wealth Advisors Group, LLC 0.05% Add +25.5% 924 $728K
Everpar Advisors LLC 0.33% Add +12.3% 923 $727K
PAX Financial Group, LLC 0.14% Reduce -15.2% 922 $726K
SGL Investment Advisors, Inc. 0.35% Add +170.1% 929 $726K
Exencial Wealth Advisors, LLC 0.03% Add +4.8% 913 $719K
GTS Securities LLC 0.03% Reduce -58.2% 909 $716K
Mayflower Financial Advisors, LLC 0.10% Add +5.6% 907 $714K
Godsey & Gibb, Inc. 0.07% No change 905 $713K
Summitry LLC 0.03% New 905 $713K
Bond & Devick Financial Network, Inc. 0.24% No change 904 $712K
Supplemental Annuity Collective Trust of NJ 0.20% No change 900 $709K
Southeast Asset Advisors, LLC 0.08% Add +1.1% 897 $707K
Bank of Marin 0.53% Add +7.7% 896 $706K
Sentry Investment Management LLC 0.39% No change 901 $704K
PFG Investments, LLC 0.04% Reduce -11.6% 892 $702K
Caisse Des Depots Et Consignations 0.03% No change 891 $702K
W.H. Cornerstone Investments Inc. 0.44% Add +1.1% 891 $701K
Kathmere Capital Management, LLC 0.05% Add +80.5% 888 $699K
Csenge Advisory Group 0.04% Reduce -6.0% 928 $699K
Sivia Capital Partners, LLC 0.24% Add +23.1% 886 $698K
Investidor Profissional Gestao de Recursos Ltda. 0.47% Add +9.8% 885 $697K
Triad Wealth Partners, LLC 0.14% Add +16.5% 884 $696K
OneAscent Financial Services LLC 0.05% Reduce -6.2% 884 $692K
Bull Oak Capital, LLC 0.32% No change 878 $692K
JFS Wealth Advisors, LLC 0.04% Add +0.5% 877 $691K
Angeles Wealth Management, LLC 0.05% Add +43.6% 870 $685K
Great Lakes Retirement, Inc. 0.08% Reduce -2.6% 866 $682K
Clearstead Trust, LLC 0.13% Add +1.9% 862 $679K
Catalyst Private Wealth, LLC 0.30% Reduce -9.2% 860 $677K
Revolve Wealth Partners, LLC 0.09% Add +4.0% 859 $677K
Annis Gardner Whiting Capital Advisors, LLC 0.23% Add +14.6% 858 $676K
Sunbelt Securities, Inc. 0.06% Add +33.5% 1,075 $676K
TFB Advisors LLC 0.18% Add +0.2% 856 $674K
Baldwin Wealth Partners LLC 0.05% No change 855 $673K
Mechanics Bank Trust Department 0.10% Reduce -5.5% 854 $673K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -30.2% 852 $671K
Sciencast Management LP 0.14% New 850 $669K
Chilton Capital Management LLC 0.02% Add +11.5% 845 $666K
Veery Capital, LLC 0.23% Add +6.4% 845 $666K
Private Trust Co. NA 0.06% Reduce -8.1% 845 $666K
Financial Advocates Investment Management 0.05% Reduce -36.1% 843 $664K
Texas Bank & Trust Co 0.26% Add +5.6% 843 $664K
Severin Investments, LLC 0.62% Add +0.1% 842 $663K
CoreFirst Bank & Trust 0.37% No change 841 $662K
KDT Advisors, LLC 1.07% No change 840 $662K
Moors & Cabot, Inc. 0.03% Add +0.4% 839 $661K
Aprio Wealth Management, LLC 0.07% Add +48.0% 836 $658K
Fortune Financial Advisors, LLC 0.53% Add +0.8% 833 $656K
R Squared Ltd 0.36% New 830 $654K
Novem Group 0.08% Add +2.5% 829 $653K
BlueSpruce Investments, LP 0.02% Reduce -40.4% 829 $653K
Breed's Hill Capital LLC 0.31% Reduce -0.1% 828 $652K
Caldwell Trust Co 0.07% No change 826 $651K
Brucke Financial, Inc. 0.45% Add +14.6% 823 $648K
Cromwell Holdings LLC 0.39% Reduce -3.9% 823 $648K
Fiduciary Wealth Partners, LLC 0.61% Add +8120.0% 822 $647K
Spinnaker Investment Group, LLC 0.15% Reduce -1.4% 820 $646K
Argus Investors' Counsel, Inc. 0.46% Reduce -6.6% 819 $645K
KCM Investment Advisors LLC 0.02% Add +11.0% 817 $643K
Prentice Wealth Management LLC 0.17% Reduce -0.6% 815 $642K
Malaga Cove Capital, LLC 0.25% Reduce -6.9% 814 $641K
Beaumont Financial Advisors, LLC 0.05% Add +36.5% 812 $640K
Apexium Financial, LP 0.03% Add +3.2% 809 $637K
Ramiah Investment Group 0.68% Reduce -2.2% 805 $634K
Wealth Group Ltd 0.16% No change 803 $632K
Portside Wealth Group, LLC 0.09% Add +12.7% 801 $631K
Trivium Point Advisory, LLC 0.07% Add +52.8% 799 $629K
Alpha Omega Wealth Management LLC 0.11% Reduce -1.5% 797 $628K
Kennon-Green & Company, LLC 0.50% Add +0.4% 803 $626K
Clear Creek Financial Management, LLC 0.06% Reduce -3.6% 792 $624K
Capital Investment Advisory Services, LLC 0.05% Reduce -2.6% 788 $621K
HUB Investment Partners, LLC 0.02% Reduce -27.0% 784 $618K
Ariadne Wealth Management, LP 0.29% Add +1.4% 867 $617K
Avantra Family Wealth, Inc. 0.51% Add +2.4% 779 $614K
Resonant Capital Advisors, LLC 0.04% Add +60.2% 777 $612K
Signature Estate & Investment Advisors LLC 0.01% Add +5.9% 776 $611K
Washington Trust Bank 0.05% Reduce -8.4% 776 $611K
Cobblestone Capital Advisors LLC 0.03% Add +0.5% 775 $610K
Conestoga Capital Advisors, LLC 0.01% Reduce -0.6% 775 $610K
NorthStar Asset Management LLC 0.32% Add +2.4% 774 $610K
Parcion Private Wealth LLC 0.04% Add +13.0% 774 $610K
GWN Securities Inc. 0.11% Reduce -94.8% 770 $608K
KMG Fiduciary Partners, LLC 0.04% Add +1.9% 771 $607K
Voya Financial Advisors, Inc. 0.06% Reduce -13.0% 782 $607K
Private Client Services, LLC 0.24% Add +1.1% 770 $607K
BlueSky Wealth Advisors, LLC 0.09% Add +0.3% 768 $605K
Apeiron RIA LLC 0.16% Reduce -14.8% 767 $604K
Prosperity Consulting Group, LLC 0.04% Add +11.2% 766 $604K
Sherbrooke Park Advisers LLC 0.26% Add +47.0% 766 $603K
Betterment LLC 0.00% Add +1.5% 763 $601K
Financiere des Professionnels - Fonds d'investissement inc. 0.04% New 763 $601K
Rossby Financial, LCC 0.23% Reduce -1.0% 762 $600K
Relyea Zuckerberg Hanson LLC 0.07% Reduce -3.1% 757 $596K
Ulland Investment Advisors, LLC 0.49% Reduce -1.3% 757 $596K
Crewe Advisors LLC 0.08% Add +0.8% 754 $594K
Three Bridge Wealth Advisors, LLC 0.16% Reduce -70.8% 754 $594K
Teza Capital Management LLC 0.44% New 753 $593K
Gill Capital Partners, LLC 0.19% No change 753 $593K
Arrow Financial Corp 0.06% No change 750 $591K
Canvas Wealth Advisors, LLC 0.12% Add +3.5% 738 $589K
Larson Financial Group LLC 0.02% Add +70.4% 743 $585K
Bernardo Wealth Planning LLC 0.13% Add +2.5% 742 $584K
Impact Investors, Inc 0.41% Add +9.3% 741 $584K
4WEALTH Advisors, Inc. 0.60% Reduce -1.9% 738 $581K
Veracity Capital LLC 0.20% Add +7.3% 737 $581K
Atticus Wealth Management, LLC 0.16% Add +4.7% 735 $579K
Fishman Jay A Ltd. 0.06% No change 732 $577K
Stegent Equity Advisors, Inc. 0.51% Add +0.3% 731 $576K
Sfm, LLC 0.37% Reduce -0.9% 731 $576K
Keystone Wealth Services, LLC 0.14% No change 729 $574K
Bourgeon Capital Management LLC 0.12% Reduce -42.7% 726 $572K
Johnson Bixby & Associates, LLC 0.08% No change 725 $571K
Nations Financial Group Inc, /Ia/ 0.04% Add +0.8% 725 $571K
Obermeyer Wealth Partners 0.03% Add +2.4% 724 $570K
CYBER HORNET ETFs LLC 0.41% Reduce -1.4% 723 $569K
Fort Sheridan Advisors LLC 0.08% Add +2.1% 722 $569K
Wallace Advisory Group, LLC 0.41% Reduce -1.1% 921 $565K
Main Street Research LLC 0.04% New 715 $563K
Costello Asset Management, INC 0.21% No change 713 $562K
International Assets Investment Management, LLC 0.05% Reduce -14.0% 712 $561K
Bahl & Gaynor LLC 0.00% No change 711 $560K
Sage Private Wealth Group, LLC 0.36% Add +0.1% 708 $558K
Ewa, LLC 0.18% Add +3.8% 708 $558K
Interchange Capital Partners, LLC 0.13% Reduce -5.0% 706 $556K
Faithward Advisors, LLC 0.09% Reduce -0.7% 703 $554K
Union Savings Bank 0.25% No change 705 $554K
Legacy Bridge, LLC 0.26% Reduce -10.2% 702 $553K
Prestige Wealth Management Group LLC 0.11% Add +0.1% 701 $552K
Pflug Koory, LLC 0.28% No change 700 $551K
Capital Investment Counsel, Inc 0.07% No change 700 $551K
J. Goldman & Co LP 0.02% New 700 $551K
Truepoint, Inc. 0.01% Reduce -4.5% 699 $551K
HBW Advisory Services LLC 0.07% Reduce -2.8% 696 $549K
Traveka Wealth, LLC 0.29% Add +0.1% 694 $547K
Foundations Investment Advisors, LLC 0.01% Add +30.9% 694 $546K
SMART Wealth LLC 0.17% New 693 $546K
Prairie Wealth Advisors, Inc. 0.23% No change 692 $545K
Cynosure Group, LLC 0.06% Reduce -1.6% 692 $545K
Meadow Creek Wealth Advisors LLC 0.37% Reduce -1.1% 691 $544K
Trivant Custom Portfolio Group, LLC 0.30% No change 690 $543K
George Kaiser Family Foundation 0.08% Add +47.6% 685 $540K
Prescott Group Capital Management, L.L.C. 0.06% Add +47.6% 685 $540K
Verity & Verity, LLC 0.05% Add +4.6% 684 $539K
3Chopt Investment Partners, LLC 0.13% Add +16.2% 682 $537K
SBI Securities Co., Ltd. 0.02% Reduce -3.7% 679 $535K
Elevation Point Wealth Partners, LLC 0.04% Reduce -3.6% 676 $532K
Soltis Investment Advisors LLC 0.04% Add +20.8% 675 $532K
Kera Capital Partners, Inc. 0.10% New 673 $530K
Klingman & Associates, LLC 0.03% New 673 $530K
Planned Solutions, Inc. 0.20% No change 672 $529K
Accelerate Investment Advisors LLC 0.39% Add +4.7% 671 $528K
Woodstock Corp. 0.05% Reduce -2.2% 667 $525K
Crews Bank & Trust 0.08% No change 665 $524K
Tidemark, LLC 0.17% Reduce -30.9% 664 $523K
One Capital Management, LLC 0.02% Add +63.3% 663 $522K
Integrated Investment Consultants, LLC 0.10% Reduce -2.2% 659 $519K
Alta Wealth Advisors LLC 0.24% Add +34.0% 658 $519K
Leo Wealth, LLC 0.04% Add +92.9% 656 $517K
Oakworth Capital, Inc. 0.03% Reduce -24.1% 654 $515K
Sigma Planning Corp 0.02% Reduce -3.4% 653 $514K
Permanens Capital L.P. 0.07% Add +28.9% 651 $513K
Perennial Investment Advisors, LLC 0.05% Add +9.6% 650 $512K
Newman Dignan & Sheerar, Inc. 0.12% Add +1.6% 650 $512K
Bigelow Investment Advisors, LLC 0.23% Add +5.2% 650 $512K
Keebeck Wealth Management 0.07% Add +42.9% 650 $512K
M3 Advisory Group, LLC 0.35% Reduce -6.9% 649 $511K
Diversified Enterprises, LLC 0.04% Add +2.7% 649 $511K
Thomasville National Bank 0.03% No change 646 $509K
Winthrop Advisory Group LLC 0.05% No change 645 $508K
Camden National Bank 0.07% Add +8.4% 643 $506K
Latko Wealth Management, Ltd. 0.28% Add +0.2% 642 $506K
Hummer Financial Advisory Services Inc 0.38% No change 640 $504K
Riverwater Partners LLC 0.24% Add +4.2% 640 $504K
St. Louis Trust Co 0.07% No change 640 $504K
Belpointe Asset Management LLC 0.02% Add +8.3% 639 $503K
Security Financial Services, INC. 0.09% Add +11.9% 637 $502K
CVA Family Office, LLC 0.07% Add +3.4% 636 $501K
Capital Advisors, Ltd. LLC 0.06% Reduce -6.3% 635 $500K
WP Advisors, LLC 0.14% Add +1.3% 632 $497K
Southern Capital Advisors, LLC 0.25% Add +0.2% 629 $496K
Johnson Financial Group, Inc. 0.02% Reduce -4.3% 629 $495K
Kenora Financial, LLC 0.18% Reduce -27.0% 627 $494K
Sonora Investment Management Group, LLC 0.04% New 624 $491K
Valtinson Bruner Financial Planning LLC 0.15% Add +1.6% 622 $490K
Correct Capital Wealth Management 0.10% Add +1.8% 621 $489K
Catalyst Capital Advisors LLC 0.01% Reduce -16.4% 621 $489K
Cercano Management LLC 0.01% No change 619 $488K
SeaCrest Wealth Management, LLC 0.05% Reduce -14.3% 617 $486K
Vigilare Wealth Management 0.18% Add +13.2% 616 $485K
Diversified Investment Strategies, LLC 0.33% No change 614 $484K
Jacobsen Capital Management 0.18% Add +11.4% 613 $483K
United Community Bank 0.17% Add +32.4% 613 $483K
Mason Investment Advisory Services, Inc. 0.03% No change 613 $483K
Elyxium Wealth, LLC 0.18% Add +6.8% 611 $481K
Ashton Thomas Securities, LLC 0.12% Reduce -4.2% 611 $481K
University of Texas/Texas Am Investment Management Co. 0.08% New 611 $481K
James Hambro & Partners LLP 0.02% Reduce -52.0% 610 $480K
David Wealth Management LLC 0.36% No change 609 $480K
Pure Financial Advisors, LLC 0.01% Add +46.8% 609 $480K
Gradient Capital Advisors, LLC 0.14% Add +1.8% 608 $479K
TCTC Holdings, LLC 0.02% No change 607 $478K
Fullcircle Wealth LLC 0.18% Add +46.9% 608 $477K
NTV Asset Management LLC 0.06% Add +13.8% 604 $476K
Bragg Financial Advisors, Inc 0.02% No change 604 $476K
Simmons Bank 0.03% Reduce -0.7% 604 $476K
Columbia Asset Management 0.09% No change 602 $474K
AGH Wealth Advisors, LLC 0.39% Add +9.3% 601 $473K
Leonteq Securities AG 0.03% Reduce -52.8% 601 $473K
SouthState Bank Corp 0.02% Reduce -9.9% 601 $473K
Select Asset Management & Trust 0.16% No change 600 $473K
Gordian Advisors LLC 0.34% No change 600 $473K
East Coast Asset Management, LLC. 0.16% No change 600 $473K
TCI Wealth Advisors, Inc. 0.03% Add +0.2% 599 $472K
Beacon Bank & Trust 0.11% No change 598 $471K
Oliver Luxxe Assets LLC 0.08% Reduce -15.6% 595 $469K
Morningstar Investment Management LLC 0.04% New 594 $468K
Pacific Wealth Management 0.23% Reduce -5.9% 592 $466K
Fortitude Family Office, LLC 0.15% Reduce -0.3% 592 $466K
SageView Advisory Group, LLC 0.02% Add +10.9% 579 $463K
New England Research & Management, Inc. 0.22% No change 586 $462K
Telos Capital Management, Inc. 0.05% Add +2.6% 585 $461K
BankPlus Wealth Management LLC 0.30% Add +11.1% 583 $460K
Gilbert & Cook, Inc. 0.06% New 583 $459K
Busey Bank 0.01% No change 583 $459K
Cedar Mountain Advisors, LLC 0.10% Add +0.2% 581 $458K
Proffitt & Goodson Inc. 0.07% Reduce -0.3% 580 $457K
Salem Investment Counselors Inc. 0.01% Reduce -1.9% 579 $456K
Country Club Bank 0.03% Add +1.2% 587 $456K
Wealthcare Advisory Partners LLC 0.01% Reduce -1.0% 576 $454K
Orrstown Financial Services Inc. 0.10% Add +15.5% 575 $453K
Libra Wealth LLC 0.15% Add +4.8% 573 $451K
Wealth Management Associates, Inc. 0.17% Add +1.6% 571 $450K
High Falls Advisors, Inc 0.10% Add +0.7% 570 $449K
Verity Asset Management, Inc. 0.21% Reduce -51.5% 570 $449K
ABLE Financial Group, LLC 0.11% Add +25.8% 570 $449K
BlackDiamond Wealth Management, LLC 0.26% Add +42.4% 574 $447K
Bourne Lent Asset Management Inc. 0.17% No change 566 $446K
Allstate Corp. 0.03% Reduce -93.0% 563 $443K
New Millennium Group LLC 0.25% Add +0.2% 563 $443K
Aviso Wealth Management 0.21% Reduce -3.1% 561 $442K
Wolverine Trading, LLC 0.01% Reduce -73.2% 568 $441K
Kingswood Wealth Advisors, LLC 0.03% Reduce -10.6% 555 $437K
Venture Visionary Partners LLC 0.02% Add +13.4% 551 $434K
Clark Financial Services Group Inc. 0.27% Add +12.7% 550 $433K
Tufton Capital Management 0.08% Add +1.9% 549 $432K
Petrus Trust Company, LTA 0.04% New 547 $431K
Brady Martz Wealth Solutions, LLC 0.08% Reduce -0.7% 546 $430K
Burney Co./ 0.01% Reduce -2.9% 546 $430K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.12% Add +14.7% 545 $429K
Credit Industriel Et Commercial 0.09% Reduce -79.3% 543 $428K
Tranquility Partners, LLC 0.15% Reduce -0.6% 542 $427K
D'Orazio & Associates, Inc. 0.06% Reduce -2.9% 540 $425K
Saranac Partners Ltd 0.23% Reduce -18.8% 540 $425K
Wealth Management Partners, LLC 0.15% Reduce -0.2% 541 $424K
Strategic Blueprint, LLC 0.02% Reduce -54.5% 537 $423K
Schnieders Capital Management LLC 0.07% Add +44.0% 537 $423K
Kestra Investment Management, LLC 0.01% Add +29.2% 535 $421K
Financial Engines Advisors L.L.C. 0.00% New 530 $417K
Resources Management Corp. /CT/ 0.06% No change 530 $417K
MFA Wealth Services 0.31% Add +0.6% 529 $416K
Simon Quick Advisors, LLC 0.02% Reduce -77.5% 526 $414K
Sunflower Bank, N.A. 0.10% Add +4.8% 526 $414K
Two Sigma Securities, LLC 0.05% Add +28.9% 526 $414K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -41.8% 525 $413K
PharVision Advisers, LLC 0.59% New 524 $413K
Powell Investment Advisors, LLC 0.15% No change 523 $412K
Endowment Wealth Management, Inc. 0.21% Reduce -2.3% 522 $411K
Wolff Wiese Magana LLC 0.25% No change 521 $410K
Kuhn & Co Investment Counsel 0.31% No change 520 $410K
Western Wealth Management, LLC 0.02% Add +15.3% 519 $409K
Root Financial Partners, LLC 0.04% New 518 $408K
Invenio Wealth Partners LLC 0.16% Add +6.0% 516 $406K
Destiny Wealth Partners, LLC 0.05% New 513 $404K
McLean Asset Management Corp 0.11% Add +4.8% 522 $404K
Truvestments Capital LLC 0.08% Reduce -7.1% 511 $403K
BBR Partners, LLC 0.03% Reduce -1.0% 511 $402K
Highline Wealth Partners LLC 0.12% Add +2.2% 507 $399K
Elgethun Capital Management 0.08% No change 506 $399K
Creekmur Asset Management LLC 0.07% Add +34.7% 505 $398K
New Republic Capital, LLC 0.14% Add +15.1% 504 $397K
Opal Wealth Advisors, LLC 0.11% Add +8.4% 503 $396K
Lafayette Investments, Inc. 0.08% Add +8.2% 501 $395K
EHP Funds Inc. 0.45% New 500 $394K
K.J. Harrison & Partners Inc 0.07% No change 500 $394K
Lionshead Wealth Management, LLC 0.36% Add +1.0% 499 $393K
Studio Investment Management LLC 0.08% Reduce -2.7% 498 $392K
Sandhill Capital Partners LLC 0.03% No change 497 $391K
Performance Wealth Partners, LLC 0.01% Reduce -22.0% 496 $391K
Warren Street Wealth Advisors, LLC 0.13% Add +9.1% 492 $388K
True North Advisors, LLC 0.07% Add +20.3% 492 $388K
Seeds Investor LLC 0.09% Add +11.6% 491 $387K
Blue Sky Capital Consultants Group, Inc. 0.20% No change 489 $385K
Essential Partners LLC 0.15% — 489 $385K
MN Wealth Advisors, LLC 0.22% Add +4.0% 488 $385K
Boothbay Fund Management, LLC 0.01% New 487 $384K
Capital Investment Counsel, LLC 0.06% Reduce -7.3% 486 $383K
LRI Investments, LLC 0.03% Reduce -2.2% 485 $382K
Channel Wealth LLC 0.11% Add +27.6% 485 $382K
Avidian Wealth Enterprises, LLC 0.02% New 484 $382K
Shepherd Financial Partners LLC 0.04% Add +2.1% 484 $381K
Postrock Partners LLC 0.18% No change 481 $379K
Rosenberg Matthew Hamilton 0.09% Reduce -6.4% 480 $378K
Marietta Investment Partners LLC 0.08% No change 479 $377K
Essex Bank 0.09% Reduce -11.5% 476 $375K
Rothschild Investment LLC 0.02% Add +14.6% 472 $372K
Impact Capital Partners LLC 0.12% Add +7.3% 470 $370K
Synergy Financial Group, LTD 0.27% Reduce -0.8% 466 $367K
Live Oak Private Wealth LLC 0.05% Add +4.5% 465 $366K
Tanager Wealth Management LLP 0.04% Add +0.4% 465 $366K
Trust Co. of Toledo NA 0.04% New 464 $365K
Eagle Wealth Strategies LLC 0.20% Reduce -0.4% 460 $362K
Values Added Financial LLC 0.18% Add +10.6% 460 $362K
Somerville Kurt F 0.06% Reduce -13.2% 460 $362K
National Philanthropic Trust 0.00% Add +1.1% 460 $362K
Spartan Planning & Wealth Management 0.31% New 459 $362K
KFA Private Wealth Group, LLC 0.11% No change 458 $361K
Grunden Financial Advisory, Inc. 0.16% Reduce -7.3% 458 $361K
JB Capital LLC 0.02% Add +0.2% 457 $360K
Wynn Capital, LLC 0.19% Reduce -1.1% 455 $358K
LifeSteps Financial, Inc. 0.25% No change 454 $358K
SP Asset Management LLC 0.03% Add +2.0% 454 $357K
Certified Advisory Corp 0.04% Add +1.1% 453 $357K
Fiduciary Family Office, LLC 0.12% Reduce -37.6% 452 $356K
Howard Bailey Securities, LLC 0.11% Reduce -2.2% 452 $356K
Mach-1 Financial Group, LLC 0.10% New 452 $356K
Elser Financial Planning, Inc 0.44% Add +4.9% 451 $356K
Sage Rhino Capital LLC 0.08% Reduce -1.1% 451 $355K
Purkiss Capital Advisors LLC 0.20% Add +2.3% 451 $355K
Brooklyn FI, LLC 0.09% Reduce -29.5% 451 $355K
AlTi Global, Inc. 0.01% New 456 $355K
Matrix Asset Advisors Inc. 0.04% No change 450 $354K
McClarren Financial Advisors, Inc. 0.23% New 450 $354K
Capital Analysts, LLC 0.01% No change 450 $354K
Benin Management CORP 0.09% Reduce -0.9% 449 $354K
Guyasuta Investment Advisors Inc. 0.02% No change 446 $351K
Integrity Alliance, Llc. 0.02% Reduce -43.2% 445 $351K
Altfest L J & Co. Inc. 0.04% No change 445 $350K
Syverson Strege & Co 0.08% New 443 $349K
Acropolis Investment Management, LLC 0.02% Add +4.0% 443 $349K
Amplius Wealth Advisors, LLC 0.03% Add +4.3% 442 $348K
Abel Hall, LLC 0.16% Add +14.8% 442 $348K
Broadway Wealth Solutions, Inc. 0.21% Reduce -8.9% 438 $345K
Gallacher Capital Management LLC 0.16% Add +0.7% 435 $343K
Bordeaux Wealth Advisors LLC 0.04% New 435 $343K
Corundum Group, Inc. 0.15% Reduce -4.6% 433 $341K
FAS Wealth Partners, Inc. 0.03% New 432 $340K
Arista Wealth Management, LLC 0.05% New 432 $340K
Van Lanschot Kempen Investment Management N.V. 0.00% Add +13.1% 432 $340K
Baker Boyer National Bank 0.12% No change 430 $339K
Canopy Partners, LLC 0.12% Add +6.7% 429 $338K
MBB Public Markets I LLC 0.04% Reduce -18.4% 429 $338K
Cottonwood Capital Advisors, LLC 0.23% Reduce -1.2% 427 $336K
Jackson Square Capital, LLC 0.07% Add +0.2% 426 $336K
Cidel Asset Management Inc. 0.02% No change 426 $336K
GenTrust, LLC 0.02% Reduce -40.0% 425 $335K
Planning Alternatives Ltd. 0.05% Reduce -4.9% 424 $334K
Advus Financial Partners, LLC 0.09% Reduce -3.0% 424 $334K
AlphaQuest LLC 0.03% Add +5957.1% 424 $334K
Lebenthal Global Advisors, LLC 0.06% New 423 $333K
180 Wealth Advisors, LLC 0.05% Reduce -3.2% 423 $333K
OneAscent Investment Solutions LLC 0.36% New 423 $333K
Capital Advisors Inc. 0.01% No change 422 $333K
Retireful, LLC 0.23% New 422 $332K
Eagle Strategies LLC 0.05% Reduce -8.1% 422 $332K
J. W. Coons Advisors, LLC 0.07% Reduce -1.2% 419 $330K
Brown Miller Wealth Management, LLC 0.10% New 418 $329K
Guardian Wealth Advisors, LLC / NC 0.02% Add +9.7% 418 $329K
Brown, Lisle/Cummings, Inc. 0.09% Add +0.2% 418 $329K
Moody National Bank Trust Division 0.03% Add +5.6% 414 $326K
Etesian Wealth Advisors, Inc. 0.12% No change 413 $325K
IFG Advisory, LLC 0.02% Add +6.5% 412 $325K
Balentine LLC 0.01% New 410 $323K
Sax Wealth Advisors, LLC 0.02% New 409 $322K
Physicians Financial Services, Inc. 0.10% Add +22.7% 406 $320K
Jeppson Wealth Management, LLC 0.11% Reduce -1.7% 406 $320K
SCS Capital Management LLC 0.00% Add +7.7% 405 $319K
Pine Harbor Wealth Management, LLC 0.11% No change 404 $319K
Wall Street Financial Group, Inc. 0.29% New 403 $317K
Arkos Global Advisors 0.04% Reduce -7.0% 401 $316K
Hall Laurie J Trustee 0.10% No change 400 $315K
Fortis Advisors, LLC 0.20% No change 400 $315K
Luminvest Wealth Management LLC 0.11% No change 400 $315K
Petix & Botte Co 0.08% No change 400 $315K
Carret Asset Management, LLC 0.03% No change 400 $315K
Samalin Investment Counsel, LLC 0.12% Reduce -10.2% 398 $314K
West Branch Capital LLC 0.09% Add +165.3% 398 $313K
Patrick M Sweeney & Associates, Inc. 0.22% No change 401 $313K
Walter & Keenan Wealth Management LLC /in/ 0.09% New 397 $313K
BetterWealth, LLC 0.08% New 397 $313K
CFO4Life Group, LLC 0.05% Add +5.9% 395 $311K
ORG Partners LLC 0.07% Add +69.4% 398 $310K
LifePlan Investment Advisors, Inc. 0.15% Reduce -0.5% 394 $310K
TFR Capital, LLC. 0.11% New 394 $310K
Global Endowment Management, LP 0.04% Add +4.2% 393 $310K
Graves Light Lenhart Wealth, Inc. 0.04% No change 392 $309K
Banco BTG Pactual S.A. 0.06% New 390 $307K
Texas Yale Capital Corp. 0.01% No change 390 $307K
Red Wave Investments LLC 0.10% No change 389 $306K
Concentrum Wealth Management 0.10% Reduce -6.3% 389 $306K
Kovack Advisors, Inc. 0.03% Reduce -13.8% 389 $306K
Earned Wealth Advisors, LLC 0.06% Reduce -8.3% 388 $306K
Aries Wealth Management 0.08% No change 388 $306K
Solidarity Wealth, LLC 0.07% No change 388 $306K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -0.8% 387 $305K
Goldstein Advisors, LLC 0.04% Add +1.1% 386 $304K
Putney Financial Group LLC 0.31% Reduce -7.7% 385 $303K
Figure 8 Investment Strategies LLC 0.30% Reduce -16.3% 385 $303K
Stonebrook Private Inc. 0.07% Reduce -7.7% 382 $301K
Linscomb Wealth, Inc. 0.01% Reduce -5.0% 380 $299K
Seldon Capital LP 0.13% No change 378 $298K
Pinnacle Bancorp, Inc. 0.09% Add +3.9% 376 $296K
Advanced Asset Management Advisors Inc 0.08% No change 375 $295K
DSG Capital Advisors, LLC 0.05% No change 375 $295K
LMCG Investments, LLC 0.02% Reduce -0.8% 375 $295K
Pension & Wealth Management Advisors, Inc. 0.10% Add +30.9% 373 $294K
Grandfield & Dodd, LLC 0.02% No change 373 $294K
Berkshire Asset Management LLC 0.01% Reduce -6.3% 373 $294K
RFG Holdings, Inc. 0.09% Reduce -72.8% 372 $294K
Scott Marsh Financial, LLC 0.11% — 372 $293K
West Bancorporation Inc. 0.18% Reduce -1.1% 371 $292K
Covenant Asset Management, LLC 0.06% No change 371 $292K
BIP Wealth, LLC 0.02% Reduce -1.1% 371 $292K
Ranch Capital Advisors Inc. 0.13% Add +0.3% 371 $292K
Bingham Private Wealth, LLC 0.28% Reduce -4.9% 370 $291K
Drucker Wealth 3.0, LLC 0.06% New 378 $291K
Gibbs Wealth Management 0.06% New 369 $291K
Citrine Capital LLC 0.15% New 369 $291K
Gemmer Asset Management LLC 0.03% Reduce -6.4% 368 $290K
Aspiriant, LLC 0.01% Reduce -8.9% 367 $289K
Castle Rock Wealth Management, LLC 0.07% Add +0.5% 377 $289K
Balefire, LLC 0.06% New 366 $288K
PGIM Custom Harvest LLC 0.01% Reduce -3.2% 365 $288K
OneAscent Wealth Management LLC 0.11% New 364 $287K
Heritage Investment Group, Inc. 0.05% Add +0.3% 364 $286K
Harbour Investments, Inc. 0.01% Add +7.7% 363 $286K
Riversedge Advisors, LLC 0.06% New 362 $285K
Crown Wealth Group, LLC 0.11% Reduce -0.3% 361 $284K
Crawford Investment Counsel Inc. 0.01% New 360 $284K
Alpha Cubed Investments, LLC 0.01% New 360 $284K
Associated Banc-Corp 0.01% Reduce -12.0% 359 $283K
XML Financial, LLC 0.02% Reduce -0.6% 358 $282K
Atlas Brown,Inc. 0.09% Reduce -2.2% 355 $280K
Lantz Financial LLC 0.07% New 355 $280K
Alliance Wealth Advisors, LLC 0.07% New 355 $280K
Golden State Wealth Management, LLC 0.03% Add +5.4% 354 $279K
Swan Global Investments, LLC 0.01% New 354 $279K
Colonial Trust Co / SC 0.04% Reduce -15.1% 353 $278K
PUREfi Wealth, LLC 0.22% Add +7.3% 353 $278K
Optimize Financial Inc. 0.17% Reduce -0.6% 353 $278K
Bank of Stockton 0.08% No change 353 $278K
Arthur M. Cohen & Associates, LLC 0.05% New 353 $278K
Morey & Quinn Wealth Partners, LLC 0.22% Add +7.0% 352 $277K
Blackston Financial Advisory Group, LLC 0.17% New 352 $277K
Twelve Points Wealth Management LLC 0.07% No change 352 $277K
Patton Fund Management, Inc. 0.06% New 352 $277K
U.S. Capital Wealth Advisors, LLC 0.01% New 352 $277K
Quantum Financial Advisors, LLC 0.04% Reduce -6.6% 352 $277K
Successful Portfolios LLC 0.17% No change 351 $276K
Marino, Stram & Associates LLC 0.06% No change 350 $276K
Sandy Cove Advisors, LLC 0.10% Reduce -4.9% 349 $275K
Enterprise Financial Services Corp 0.15% New 349 $275K
NFSG Corp 0.04% No change 348 $274K
North Forty Two & Co. 0.29% No change 348 $274K
Fortis Capital Management LLC 0.04% New 347 $273K
Werba Rubin Papier Wealth Management 0.05% New 347 $273K
Mma Asset Management LLC 0.10% No change 346 $273K
Elwood & Goetz Wealth Advisory Group, LLC 0.06% New 346 $273K
Clarkston Capital Partners, LLC 0.01% No change 346 $273K
Optivise Advisory Services LLC 0.14% Add +5.8% 346 $272K
May Hill Capital, LLC 0.09% Add +4.2% 345 $272K
Nilsine Partners, LLC 0.03% New 345 $272K
McAdam, LLC 0.01% New 345 $272K
Five Oceans Advisors 0.12% Add +2.4% 344 $271K
Fi3 FINANCIAL ADVISORS, LLC 0.10% New 344 $271K
Azzad Asset Management Inc. 0.03% New 343 $270K
Motive Wealth Advisors 0.12% New 343 $270K
Center For Asset Management LLC 0.17% Reduce -7.2% 428 $270K
Ausdal Financial Partners, Inc. 0.02% Add +0.6% 342 $269K
Cadent Capital Advisors, LLC 0.09% New 342 $269K
Claret Asset Management Corp 0.04% Reduce -8.8% 341 $269K
Park Place Capital Corp 0.06% Add +3.9% 345 $269K
Renasant Bank 0.18% Reduce -3.7% 341 $269K
Fortitude Advisory Group L.L.C. 0.15% New 341 $269K
Massar Capital Management, LP 0.20% New 340 $268K
Westfuller Advisors, LLC 0.15% Add +1.8% 339 $267K
Foster Group, Inc. 0.01% New 339 $267K
Astoria Portfolio Advisors LLC. 0.08% Reduce -0.3% 342 $267K
Braun-Bostich & Associates Inc. 0.18% Reduce -0.6% 339 $267K
Onyx Bridge Wealth Group LLC 0.04% No change 339 $267K
Royal Fund Management, LLC 0.03% Add +0.3% 339 $267K
Beese Fulmer Investment Management, Inc. 0.02% New 338 $266K
DecisionMap Wealth Management, LLC 0.18% New 338 $266K
Chancellor Financial Group WB LP 0.21% No change 337 $265K
Wealth Group, Ltd. 0.26% New 336 $265K
EntryPoint Capital, LLC 0.13% Reduce -64.8% 336 $265K
Atlantic Union Bankshares Corp 0.01% New 336 $265K
WPG Advisers, LLC 0.22% Add +4.0% 335 $264K
Farmers National Bank 0.07% New 333 $262K
Galvin, Gaustad & Stein, LLC 0.02% No change 332 $262K
First Citizens Financial Corp 0.14% New 332 $261K
Echo45 Advisors LLC 0.16% Reduce -2.4% 332 $261K
Blue Chip Partners, LLC 0.02% New 332 $261K
Sound Income Strategies, LLC 0.01% Reduce -4.9% 331 $261K
YANKCOM Partnership 0.13% Reduce -2.4% 329 $259K
Consolidated Capital Management, LLC 0.09% Reduce -7.1% 329 $259K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% New 329 $259K
Ameritas Advisory Services, LLC 0.01% Reduce -19.0% 329 $259K
Sunpointe, LLC 0.10% Reduce -3.8% 326 $257K
CFS Investment Advisory Services, LLC 0.02% New 324 $255K
Osprey Private Wealth LLC 0.14% No change 325 $254K
Baker Tilly Wealth Management, LLC 0.09% New 322 $254K
Ignite Planners, LLC 0.04% Add +0.3% 336 $253K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -18.5% 321 $252K
Parkwoods Wealth Partners, LLC 0.15% New 320 $252K
Journey Advisory Group, LLC 0.02% Reduce -22.1% 320 $252K
Northwest Wealth Management, LLC 0.05% New 319 $251K
Westmount Partners, LLC 0.07% New 317 $250K
Baron Wealth Management LLC 0.09% New 316 $249K
Aletheian Wealth Advisors LLC 0.12% New 316 $249K
Trilogy Capital Inc. 0.01% Reduce -91.1% 316 $249K
Fermata Advisors, LLC 0.07% Reduce -30.2% 316 $249K
New Century Financial Group, LLC 0.29% Reduce -10.0% 315 $248K
Aspen Grove Capital, LLC 0.04% New 315 $248K
Arvest Bank Trust Division 0.01% New 314 $247K
Retirement Solution LLC 0.06% New 314 $247K
Nwam LLC 0.01% New 313 $246K
Covestor Ltd 0.15% Add +19.1% 312 $246K
Wealthstream Advisors, Inc. 0.04% New 312 $246K
Foronjy Financial LLC 0.11% — 311 $245K
Fielder Capital Group LLC 0.07% New 311 $245K
Hemington Wealth Management 0.04% Reduce -1.3% 311 $245K
Keudell/Morrison Wealth Management 0.05% New 310 $244K
Victory Financial Group, LLC 0.04% New 310 $244K
Fulton Breakefield Broenniman LLC 0.02% New 310 $244K
DLD Asset Management, LP 0.12% New 309 $243K
Brown Wealth Management, LLC 0.08% New 308 $243K
ARS Wealth Advisors Group, LLC 0.03% New 308 $243K
Intelligence Driven Advisers, LLC 0.04% New 307 $242K
Physician Wealth Advisors, Inc. 0.04% Add +0.7% 306 $241K
Bell Bank 0.01% New 306 $241K
Pine Haven Investment Counsel, Inc 0.19% New 305 $240K
Consilio Wealth Advisors, LLC 0.09% New 309 $240K
BayBridge Capital Group, LLC 0.15% New 304 $239K
Autumn Glory Partners, LLC 0.11% New 304 $239K
Convergence Investment Partners, LLC 0.06% New 301 $237K
Catherine Avery Investment Management LLC 0.18% No change 300 $236K
Silver Lake Advisory, LLC 0.10% New 300 $236K
Cohen & Steers, Inc. 0.00% No change 300 $236K
Balboa Wealth Partners 0.05% New 297 $234K
Vaughan David Investments LLC 0.01% New 297 $234K
Palumbo Wealth Management LLC 0.07% New 297 $234K
Hamilton Capital, LLC 0.01% New 296 $233K
DT Investment Partners, LLC 0.02% No change 295 $232K
Ironvine Capital Partners, LLC 0.02% New 293 $231K
CSM Advisors, LLC 0.01% New 290 $230K
Independent Wealth Network Inc. 0.08% New 292 $230K
Verus Capital Partners, LLC 0.02% New 290 $229K
Strategy Asset Managers LLC 0.04% New 290 $228K
Burton Enright Welch 0.04% Reduce -19.4% 290 $228K
Phillips Financial Management, LLC 0.02% New 290 $228K
Berkeley, Inc 0.08% New 289 $228K
My Legacy Advisors, LLC 0.08% New 304 $227K
Latitude Advisors, LLC 0.11% New 288 $227K
Burns J W & Co. Inc. 0.03% New 287 $226K
Satovsky Asset Management LLC 0.05% New 287 $226K
Nordwand Advisors, LLC 0.04% New 286 $226K
AdvisorNet Financial, Inc 0.01% Reduce -1.0% 286 $225K
LeClair Wealth Partners LLC 0.15% New 286 $225K
Bowen Hanes & Co. Inc. 0.01% New 286 $225K
Longboard Asset Management, LP 0.56% New 285 $224K
Center for Financial Planning, Inc. 0.03% No change 283 $223K
Bolthouse Investments, LLC 0.22% New 283 $223K
Gould Asset Management LLC 0.04% New 282 $222K
Continuum Advisory, LLC 0.03% Add +47.6% 282 $222K
Cornerstone Wealth Management, LLC 0.01% New 282 $222K
Ifrah Financial Services, Inc. 0.06% New 281 $221K
Ethos Financial Group, LLC 0.02% Reduce -44.9% 280 $221K
Maia Wealth LLC 0.04% New 278 $219K
RHS Financial, LLC 0.12% Reduce -21.3% 278 $219K
Global Financial Private Client, LLC 0.08% Add +1.1% 278 $219K
Omnia Family Wealth, LLC 0.08% New 278 $219K
Roman Butler Fullerton & Co. 0.06% New 277 $218K
Centurion Wealth Management LLC 0.06% New 276 $218K
Legacy Financial Group, Inc. 0.06% New 276 $217K
Deltec Asset Management LLC 0.04% New 276 $217K
Signet Financial Management, LLC 0.03% New 276 $217K
Jackson Thornton Wealth Management, LLC 0.02% New 277 $216K
Financial Council, LLC 0.10% New 274 $216K
United Bank 0.03% New 273 $215K
Barings LLC 0.01% New 272 $214K
Ascent Capital Management, LLC 0.19% New 271 $213K
Aviance Capital Partners, LLC 0.03% New 271 $213K
Cornerstone Advisory, LLC 0.02% New 270 $213K
Washington Trust Advisors, Inc. 0.02% Add +176.3% 268 $211K
Murphy & Mullick Capital Management Corp 0.17% No change 269 $211K
LeConte Wealth Management, LLC 0.14% New 267 $210K
Aft, Forsyth & Company, Inc. 0.11% New 267 $210K
Keating Investment Counselors Inc. 0.06% New 266 $210K
Fiduciary Financial Group, LLC 0.04% New 268 $209K
LJI Wealth Management, LLC 0.04% New 265 $209K
Gilman Hill Asset Management, LLC 0.03% New 265 $209K
CJM Wealth Advisers, Ltd. 0.07% New 264 $208K
Harris Associates (Oakmark Funds) 0.00% New 264 $208K
Gerber Kawasaki Wealth & Investment Management 0.01% New 262 $207K
Cherrydale Wealth Management, LLC 0.07% New 263 $207K
Emprise Bank 0.10% New 262 $206K
Private Capital Management, LLC 0.02% New 262 $206K
Detalus Advisors, LLC 0.06% New 262 $206K
Magnolia Capital Advisors LLC 0.05% New 261 $206K
Everett Harris & Co. 0.00% New 261 $206K
Nova Wealth Management, Inc. 0.15% Reduce -18.4% 261 $206K
Horst & Graben Wealth Management LLC 0.03% New 260 $204K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.02% New 259 $204K
Walkner Condon Financial Advisors LLC 0.04% New 258 $203K
WealthTrust Asset Management, LLC 0.15% New 256 $202K
XTX Topco Ltd 0.01% New 256 $202K
Shira Ridge Wealth Management 0.09% New 255 $201K
OneAscent Family Office, LLC 0.19% New 255 $201K
Wayfinding Financial, LLC 0.09% No change 257 $201K
Main Street Financial Solutions, LLC 0.01% New 255 $201K
Integris Wealth Management, LLC 0.05% New 255 $201K
Lowe Brockenbrough & Co. Inc. 0.01% New 255 $201K
Naples Global Advisors, LLC 0.02% Reduce -22.3% 254 $200K
Glen Eagle Advisors, LLC 0.03% Reduce -48.1% 250 $197K
Rise Advisors, LLC 0.08% Reduce -0.4% 243 $191K
Western Pacific Wealth Management, LP 0.18% Reduce -5.9% 240 $189K
Wellington Shields & Co., LLC 0.05% Reduce -6.6% 239 $188K
NewSquare Capital LLC 0.01% Add +79.7% 239 $188K
Gitterman Wealth Management, LLC 0.04% New 234 $184K
Farmers & Merchants Investments Inc. 0.01% Add +0.9% 233 $184K
Delta Asset Management LLC 0.02% No change 228 $180K
Main Street Group, LTD 0.06% No change 227 $178K
Quarry LP 0.04% New 218 $172K
Archer Investment Corp 0.04% No change 215 $169K
Financial Network Wealth Advisors LLC 0.20% Add +4.0% 209 $165K
St Germain D J Co. Inc. 0.01% No change 207 $163K
North Capital, Inc. 0.14% No change 206 $162K
Cornerstone Planning Group LLC 0.03% Reduce -1.0% 206 $159K
Berbice Capital Management LLC 0.11% Reduce -33.3% 200 $158K
BOCHK Asset Management Ltd 0.05% New 200 $158K
IMG Wealth Management, Inc. 0.12% Add +11.9% 198 $156K
Birch Capital Management, LLC 0.08% No change 197 $155K
Brown Shipley& Co Ltd 0.08% No change 193 $152K
General Partner, Inc. 0.09% No change 187 $147K
GW&K Investment Management, LLC 0.00% Add +17.0% 186 $146K
Sierra Ocean, LLC 0.11% Add +5.7% 185 $146K
Indiana Trust & Investment Management Co 0.05% No change 180 $142K
Avalon Trust Co 0.01% No change 177 $139K
Barnes Dennig Private Wealth Management LLC 0.16% Add +517.9% 173 $136K
Private Wealth Asset Management, LLC 0.02% Reduce -9.0% 171 $135K
S&T Bank 0.04% Reduce -28.6% 165 $130K
Mowery & Schoenfeld Wealth Management, LLC 0.21% Reduce -6.8% 164 $129K
Alpine Bank Wealth Management 0.02% No change 161 $127K
Solstein Capital, LLC 0.06% Add +341.7% 159 $125K
Aster Capital Management (DIFC) Ltd 0.03% Reduce -93.4% 157 $124K
Plante Moran Financial Advisors, LLC 0.01% Add +1.3% 154 $121K
Coastline Trust Co 0.01% No change 153 $121K
Clark Wealth Partners 0.08% Add +33.6% 151 $119K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% No change 150 $118K
Centaurus Financial, Inc. 0.01% New 146 $115K
Creative Capital Management Investments LLC 0.04% New 146 $115K
Addison Advisors LLC 0.03% Add +29.2% 146 $115K
Whipplewood Advisors, LLC 0.06% Add +120.0% 143 $113K
Provenance Wealth Advisors, LLC 0.02% Add +210.9% 143 $113K
Ofi Invest Asset Management 0.00% Reduce -97.2% 167 $112K
Private Wealth Management Group, LLC 0.04% Add +2.2% 141 $111K
Lanark Financial, Inc. 0.01% Reduce -9.9% 136 $107K
Independence Bank of Kentucky 0.02% Reduce -10.0% 135 $106K
Curio Wealth, LLC 0.05% Add +13300.0% 134 $106K
E Fund Management (Hong Kong) Co., Ltd. 0.10% No change 131 $103K
Eisler Capital Management Ltd. 0.00% Reduce -98.6% 130 $102K
Horizon Bancorp Inc. 0.05% Add +326.7% 128 $101K
Anfield Capital Management, LLC 0.03% No change 125 $98K
Redmont Wealth Advisors LLC 0.14% New 124 $98K
Deseret Mutual Benefit Administrators 0.05% No change 124 $98K
Islay Capital Management, LLC 0.06% No change 117 $92K
HHM Wealth Advisors, LLC 0.01% Reduce -3.5% 111 $87K
Redwood Park Advisors LLC 0.07% No change 110 $87K
Legacy Investment Solutions, LLC 0.04% — 108 $85K
Legacy Wealth Managment, LLC 0.04% Reduce -8.5% 108 $85K
Financial Management Professionals, Inc. 0.01% Reduce -6.9% 108 $85K
Nvwm, LLC 0.02% Add +1.9% 107 $84K
TD Capital Management LLC 0.01% Add +90.9% 105 $83K
Hazlett, Burt & Watson, Inc. 0.03% Reduce -5.5% 104 $82K
DecisionPoint Financial, LLC 0.02% Add +5.0% 105 $82K
Binnacle Investments Inc 0.05% Add +7.5% 101 $80K
Virtus Advisers, LLC 0.05% No change 100 $79K
GPS Wealth Strategies Group, LLC 0.01% Add +2.0% 100 $78K
Sarver Vrooman Wealth Advisors 0.05% No change 98 $77K
REAP Financial Group, LLC 0.02% Add +102.1% 97 $76K
Medallion Wealth Advisors, LLC 0.03% No change 97 $76K
Salomon & Ludwin, LLC 0.01% Add +36.2% 94 $73K
Retirement Wealth Solutions LLC 0.05% Reduce -2.1% 91 $72K
Hilltop National Bank 0.02% — 89 $70K
Hughes Financial Services, LLC 0.01% Add +8.5% 89 $69K
Key Financial Inc 0.01% No change 88 $69K
Paladin Advisory Group, LLC 0.05% No change 86 $68K
Abound Wealth Management 0.02% Add +3.6% 86 $67K
Ransom Advisory, Ltd 0.03% No change 84 $66K
Accredited Wealth Management, LLC 0.05% No change 83 $65K
Pacifica Partners Inc. 0.03% No change 83 $64K
Raleigh Capital Management Inc. 0.03% Reduce -11.8% 82 $64K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 81 $64K
Dunhill Financial, LLC 0.02% Add +5.6% 75 $59K
Kimelman & Baird, LLC 0.00% No change 75 $59K
Rakuten Securities, Inc. 0.02% Add +362.5% 74 $58K
Bogart Wealth, LLC 0.00% Add +4.2% 74 $58K
Quest 10 Wealth Builders, Inc. 0.06% No change 74 $58K
Kings Path Partners LLC 0.02% No change 72 $57K
Rational Advisors, Inc. 0.01% New 72 $57K
CBIZ Investment Advisory Services, LLC 0.00% Add +44.0% 72 $57K
Rialto Wealth Management, LLC 0.02% Add +1.4% 71 $56K
Vega Investment Solutions 0.01% Reduce -51.1% 69 $54K
First United Bank & Trust 0.02% No change 68 $54K
Atwood & Palmer Inc. 0.00% No change 67 $53K
Piscataqua Savings Bank 0.04% No change 65 $51K
Sachetta, LLC 0.02% Reduce -10.0% 63 $50K
Quaker Wealth Management, LLC 0.02% — 62 $49K
Cetera Trust Company, N.A 0.03% No change 62 $49K
Activest Wealth Management 0.01% Reduce -1.6% 62 $49K
Creative Financial Designs Inc. 0.00% Add +1.7% 61 $48K
Loomis Sayles & Co. L P 0.00% Reduce -33.0% 61 $48K
Valley National Advisers Inc. 0.01% Add +5.2% 61 $48K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 61 $48K
Toth Financial Advisory Corp. 0.01% No change 61 $48K
PMV Capital Advisers, LLC 0.11% No change 60 $47K
Howard Hughes Medical Institute 0.02% New 60 $47K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 60 $47K
Delos Wealth Advisors, LLC 0.04% New 59 $46K
Beacon Capital Management, LLC 0.01% Reduce -7.9% 58 $46K
Cornerstone National Bank & Trust Co 0.02% No change 57 $45K
Tradewinds Capital Management, LLC 0.01% No change 56 $44K
VSM Wealth Advisory, LLC 0.01% No change 56 $44K
LOM Asset Management Ltd 0.01% — 55 $43K
Webster Bank, N. A. 0.00% Add +20.0% 54 $43K
Bangor Savings Bank 0.00% No change 54 $43K
Colonial Trust Advisors 0.00% No change 54 $43K
Avion Wealth 0.01% Add +54.3% 54 $42K
Tanglewood Legacy Advisors, LLC 0.02% No change 50 $39K
City State Bank 0.01% No change 50 $39K
Albion Financial Group 0.00% No change 50 $39K
Boreal Capital Management LLC 0.04% — 50 $39K
Bellwether Advisors, LLC 0.01% New 47 $37K
RMG Wealth Management LLC 0.01% — 49 $37K
Ogorek Anthony Joseph /NY/ 0.01% Add +21.1% 46 $36K
Kilter Group LLC 0.02% New 45 $35K
DiNuzzo Private Wealth, Inc. 0.00% Add +2.3% 45 $35K
Spurstone Advisory Services, LLC 0.54% New 45 $35K
Total Investment Management Inc. 0.00% New 42 $33K
Fairscale Capital, LLC 0.02% Add +485.7% 41 $32K
LGT Financial Advisors LLC 0.08% New 40 $32K
Copia Wealth Management 0.03% No change 40 $32K
MCF Advisors LLC 0.00% No change 39 $31K
Ridgewood Investments LLC 0.01% Add +34.5% 39 $31K
True Wealth Design, LLC 0.01% Add +270.0% 37 $29K
Sagard Holdings Management Inc. 0.08% — 36 $28K
Dogwood Wealth Management LLC 0.01% Add +111.8% 36 $28K
Tompkins Financial Corp. 0.00% No change 35 $28K
Westside Investment Management, Inc. 0.00% Add +161.5% 34 $27K
Centricity Wealth Management, LLC 0.02% No change 33 $26K
Towne Trust Company, N.A 0.01% No change 32 $25K
Front Row Advisors LLC 0.01% No change 32 $25K
High Note Wealth, LLC 0.01% Reduce -3.0% 32 $25K
Tortoise Investment Management, LLC 0.00% Add +540.0% 32 $25K
Northwest Capital Management Inc 0.01% Reduce -13.9% 31 $24K
Hollencrest Capital Management 0.00% No change 31 $24K
Valued Wealth Advisors LLC 0.01% Add +11.1% 30 $24K
Kentucky Trust Co 0.01% No change 30 $24K
Raffa Wealth Management, LLC 0.00% Add +15.4% 30 $24K
Richardson Financial Services Inc. 0.02% Add +100.0% 30 $23K
Aspect Partners, LLC 0.01% No change 29 $23K
Robinswood Financial LLC 0.01% No change 28 $22K
Transamerica Financial Advisors, LLC 0.00% Reduce -31.7% 28 $22K
Transce3nd, LLC 0.01% Add +28.6% 27 $21K
Hanson & Doremus Investment Management 0.00% No change 27 $21K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -25.7% 26 $21K
N.E.W. Advisory Services LLC 0.00% No change 25 $20K
Investment Management Corp. /Va/ 0.02% No change 25 $20K
First Pacific Financial 0.00% No change 23 $18K
WealthTrak Capital Management LLC 0.02% Add +27.8% 23 $18K
Park Square Financial Group, LLC 0.01% No change 23 $18K
GFG Capital, LLC 0.01% New 23 $18K
Decker Retirement Planning Inc. 0.01% New 21 $17K
Aviso Financial Inc. 0.00% No change 21 $17K
Optimum Investment Advisors 0.01% Reduce -54.5% 20 $16K
MTM Investment Management, LLC 0.01% New 20 $16K
Nemes Rush Group LLC 0.00% Reduce -29.6% 19 $15K
Frazier Financial Advisors, LLC 0.01% No change 19 $15K
Adirondack Trust Co. 0.01% No change 19 $15K
Evolution Wealth Management Inc. 0.02% — 19 $15K
Missouri Trust & Investment Co 0.00% Add +12.5% 18 $14K
Atlas Capital Advisors Inc. 0.00% No change 18 $14K
Maseco LLP 0.00% — 17 $13K
IAG Wealth Partners, LLC 0.00% No change 17 $13K
Clal Insurance Enterprises Holdings Ltd 0.00% No change 16 $13K
Vision Financial Markets LLC 0.01% Add +6.3% 17 $13K
WealthCollab, LLC 0.01% Add +45.5% 16 $13K
Riggs Asset Managment Co. Inc. 0.00% Add +114.3% 15 $12K
Bare Financial Services, Inc 0.00% Add +400.0% 15 $12K
Maryland Capital Advisors Inc. 0.00% New 14 $11K
Wood Tarver Financial Group, LLC 0.00% No change 15 $11K
PFS Partners, LLC 0.01% No change 13 $10K
TFC Financial Management, Inc. 0.00% Add +8.3% 13 $10K
Principia Wealth Advisory, LLC 0.01% Add +44.4% 13 $10K
Byrne Asset Management LLC 0.01% No change 12 $9K
Cedar Wealth Management, LLC 0.00% No change 12 $9K
Beaird Harris Wealth Management, LLC 0.00% Add +100.0% 12 $9K
Altshuler Shaham Ltd 0.00% Add +50.0% 12 $9K
South Plains Financial, Inc. 0.01% No change 12 $9K
Ascentis Wealth Management, LLC 0.00% Reduce -7.7% 12 $9K
Kozak & Associates, Inc. 0.00% No change 12 $9K
Signature Resources Capital Management, LLC 0.01% New 11 $9K
Sittner & Nelson, LLC 0.00% No change 11 $9K
Bfsg, LLC 0.00% No change 11 $9K
Stephens Consulting, LLC 0.00% New 10 $8K
JNBA Financial Advisors 0.00% No change 10 $8K
Minot DeBlois Advisors LLC 0.01% No change 10 $8K
Barrett & Company, Inc. 0.00% No change 10 $8K
Berkshire Capital Holdings Inc. 0.00% No change 10 $8K
Evelyn Partners Investment Management (Europe) Ltd 0.00% No change 10 $8K
Iron Horse Wealth Management, LLC 0.00% No change 10 $8K
Bruce G. Allen Investments, LLC 0.01% No change 9 $7K
SWAN Capital LLC 0.00% New 9 $7K
Steph & Co. 0.00% New 9 $7K
Trifecta Capital Advisors, LLC 0.00% No change 9 $7K
Garde Capital, Inc. 0.00% No change 9 $7K
WestEnd Advisors, LLC 0.00% No change 9 $7K
Cooksen Wealth, LLC 0.01% No change 8 $6K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 8 $6K
Morton Brown Family Wealth, LLC 0.00% No change 8 $6K
Core Alternative Capital 0.00% No change 8 $6K
Mascoma Wealth Management LLC 0.00% Reduce -33.3% 8 $6K
McIlrath & Eck, LLC 0.00% No change 8 $6K
Briaud Financial Planning Inc 0.00% No change 8 $6K
PrairieView Partners, LLC 0.00% No change 8 $6K
Parkworth Wealth Management, Inc. 0.00% Add +250.0% 7 $6K
MPWM Advisory Solutions, LLC 0.00% No change 7 $6K
Bay Harbor Wealth Management, LLC 0.00% Add +250.0% 7 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 6 $5K
Pineridge Advisors LLC 0.00% No change 6 $5K
FWL Investment Management, LLC 0.00% No change 6 $5K
American Capital Advisory, LLC 0.00% Add +66.7% 5 $4K
Crowley Wealth Management, Inc. 0.00% No change 5 $4K
Asset Planning,Inc 0.00% No change 5 $4K
First Command Advisory Services, Inc. 0.00% No change 5 $4K
PayPay Securities Corp 0.15% Reduce -33.3% 4 $3K
O'Brien Wealth Partners LLC 0.00% New 4 $3K
Armstrong Advisory Group, Inc. 0.00% No change 4 $3K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 4 $3K
Winthrop Capital Management, LLC 0.00% No change 4 $3K
1620 Investment Advisors, Inc. 0.00% No change 3 $3K
Itau Unibanco Holding S.A. 0.00% Reduce -99.3% 4 $2K
SJS Investment Consulting Inc. 0.00% Reduce -97.4% 3 $2K
Cheviot Value Management, LLC 0.00% Reduce -83.3% 3 $2K
PEAK6 LLC 0.00% New 3 $2K
Breakwater Investment Management 0.00% No change 2 $2K
Evermay Wealth Management LLC 0.00% No change 2 $2K
HFM Investment Advisors, LLC 0.00% Add +100.0% 2 $2K
Proathlete Wealth Management LLC 0.00% New 2 $2K
IMA Advisory Services, Inc. 0.00% New 2 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $788
Cape Investment Advisory, Inc. 0.00% Reduce -75.0% 1 $788
Navigoe, LLC 0.00% No change 1 $0

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