IntuitINTU

13F holders, Q3 2025 (September 30)
2,196holders −16
188new positions
190sold out
19famous investors
$682.63avg. 13F price*

At the end of Q3 2025, 2,196 institutions reported holding Intuit Inc. (INTU) in their 13F filings, down 16 from Q2 2025. 188 opened new positions and 190 sold out. The largest holders were Vanguard Group Inc. ($19.5B), BlackRock, Inc. ($18.8B) and State Street Corp. ($8.8B). 19 famous investors held it, including Dev Kantesaria (4.3% of Valley Forge Capital Management's portfolio), Gavin Baker (2.4% of Atreides Management's portfolio) and Terry Smith (2.1% of Fundsmith'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions188$1.9B
Exits190$3.7B

All 13F filers, Q2 2025 → Q3 2025: 18,203,942 shares bought and 18,239,585 shares sold, net −35,643 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,196 holders

Vanguard Group Inc. 0.29% Add +3.3% 28,621,990 $19.5B
BlackRock, Inc. 0.33% Add +6.5% 27,504,560 $18.8B
State Street Corp. 0.31% Add +1.3% 12,882,779 $8.8B
JPMorgan Chase & Co. 0.46% Add +19.8% 10,570,107 $7.2B
Geode Capital Management, LLC 0.28% Add +1.6% 6,527,088 $4.4B
T. Rowe Price Associates Inc. 0.46% Reduce -23.3% 6,323,876 $4.3B
Morgan Stanley 0.21% Add +12.2% 5,039,947 $3.4B
Wellington Management Group LLP 0.48% Reduce -31.2% 4,028,552 $2.8B
Invesco Ltd. 0.41% Add +7.8% 3,757,171 $2.6B
Northern Trust Corp. 0.30% Add +4.8% 3,450,001 $2.4B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.49% Add +0.0% 3,337,287 $2.3B
State Farm Mutual Automobile Insurance Co. 1.74% No change 3,058,534 $2.1B
Brown Advisory Inc. 2.53% Reduce -6.2% 2,849,786 $1.9B
FMR LLC 0.10% Reduce -11.1% 2,672,849 $1.8B
Goldman Sachs Group Inc. 0.26% Add +29.2% 2,635,173 $1.8B
Fisher Asset Management 0.62% Reduce -8.9% 2,526,907 $1.7B
Bank of New York Mellon Corp 0.28% Reduce -0.2% 2,319,761 $1.6B
Nuveen, LLC 0.37% Add +0.7% 2,045,189 $1.4B
Alliancebernstein L.P. 0.43% Add +183.8% 1,999,737 $1.4B
Royal Bank of Canada 0.24% Add +2.5% 1,961,383 $1.3B
Charles Schwab Investment Management Inc. 0.21% Add +4.3% 1,960,808 $1.3B
Legal & General Group Plc 0.30% Add +2.5% 1,950,392 $1.3B
Barclays PLC 0.49% Add +0.3% 1,918,415 $1.3B
Bank of America Corp. 0.10% Add +4.7% 1,900,193 $1.3B
Edgewood Management LLC 4.47% Reduce -17.4% 1,848,358 $1.3B
Amundi 0.40% Reduce -0.9% 1,861,540 $1.2B
Janus Henderson Group PLC 0.55% Add +7.6% 1,762,338 $1.2B
Unisphere Establishment 9.10% Add +13.3% 1,700,000 $1.2B
Ameriprise Financial Inc. 0.25% Add +26.8% 1,574,663 $1.1B
Franklin Resources Inc. 0.26% Reduce -0.7% 1,479,713 $1.0B
Ninety One UK Ltd 2.10% Reduce -2.4% 1,424,434 $972.8M
Arrowstreet Capital, Limited Partnership 0.61% Add +17.5% 1,411,158 $963.7M
Wells Fargo & Company 0.19% Add +14.9% 1,347,934 $920.5M
Deutsche Bank AG 0.31% Reduce -9.3% 1,341,929 $916.4M
Clearbridge Investments, LLC 0.66% Add +12.5% 1,281,847 $875.4M
Sustainable Growth Advisers, LP 4.99% Reduce -10.0% 1,247,693 $852.1M
Primecap Management Co. 0.59% Reduce -14.2% 1,121,452 $765.9M
Victory Capital Management Inc. 0.41% Add +2.6% 1,054,331 $701.2M
UBS Group AG 0.14% Reduce -9.7% 1,024,129 $699.4M
Pictet Asset Management Holding SA 0.65% Add +15.4% 990,048 $676.1M
Winslow Capital Management, LLC 2.19% Reduce -2.3% 970,926 $663.1M
Envestnet Asset Management Inc. 0.18% Add +1.6% 936,227 $639.4M
Fayez Sarofim & Co 1.47% Add +3.0% 923,827 $635.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 5.51% Add +0.4% 927,420 $628.5M
Swedbank AB 0.61% Add +575.4% 881,555 $602.0M
Coatue Management 1.41% Reduce -19.8% 839,460 $573.3M
Nordea Investment Management AB 0.49% Reduce -6.3% 819,955 $565.1M
Swiss National Bank 0.32% Reduce -5.0% 804,100 $549.1M
Sumitomo Mitsui Trust Group, Inc. 0.31% Add +0.7% 799,307 $545.9M
California Public Employees Retirement System 0.32% Reduce -9.0% 783,054 $534.8M
Vontobel Holding Ltd. 1.63% Add +43.3% 758,313 $517.9M
FIL Ltd 0.39% Add +61.3% 733,030 $500.6M
Qube Research & Technologies Ltd 0.69% Add +47.4% 712,152 $486.3M
Schroder Investment Management Group 0.36% Reduce -5.7% 680,467 $464.7M
Ako Capital LLP 6.55% Reduce -0.2% 674,425 $460.6M
National Pension Service 0.36% Add +2.5% 672,060 $459.0M
HSBC Holdings PLC 0.27% Add +3.7% 664,356 $454.1M
Polen Capital Management LLC 1.47% New 661,727 $451.9M
Citigroup Inc. 0.31% Add +8.7% 657,299 $448.9M
BNP Paribas Financial Markets 0.34% Reduce -1.5% 626,202 $427.6M
Allianz Asset Management GmbH 0.53% Add +50.0% 623,840 $426.0M
Macquarie Group Ltd. 0.50% Reduce -2.7% 620,371 $423.6M
Neuberger Berman Group LLC 0.31% Add +1.0% 617,763 $422.0M
Lindsell Train Ltd 10.25% Reduce -8.1% 611,810 $417.8M
Dimensional Fund Advisors LP 0.09% Add +4.7% 609,844 $416.5M
Fundsmith 2.09% Add +64.0% 604,456 $412.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.29% Add +4.6% 580,868 $396.7M
Acadian Asset Management LLC 0.69% Add +83.7% 574,839 $392.5M
AQR Capital Management 0.25% Add +88.2% 561,583 $383.5M
Massachusetts Financial Services Co. 0.12% Add +520.9% 558,499 $381.4M
Rhumbline Advisers 0.30% Add +0.5% 551,169 $376.4M
Eagle Capital Management LLC 1.18% Add +4.2% 543,968 $371.5M
Jensen Investment Management Inc. 4.55% Reduce -14.6% 536,978 $366.7M
Sei Investments Co. 0.39% Add +0.0% 524,477 $358.2M
Farallon Capital Management, L.L.C. 1.88% Reduce -9.1% 488,088 $333.3M
William Blair Investment Management, LLC 0.86% Reduce -5.8% 487,232 $332.7M
Capital Research Global Investors 0.06% Add +0.4% 482,316 $329.4M
Navera Investment Management Ltd. 6.20% Add +12.8% 474,549 $324.0M
DSM Capital Partners LLC 4.53% Add +2.1% 465,469 $317.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.81% Reduce -7.5% 457,976 $312.1M
Canada Pension Plan Investment Board 0.22% Reduce -8.1% 456,987 $312.1M
Comgest Global Investors S.A.S. 5.48% Reduce -0.6% 452,683 $309.1M
Findlay Park Partners LLP 3.21% Reduce -1.8% 447,545 $305.6M
Durable Capital Partners LP 2.21% Reduce -44.1% 437,256 $298.6M
California State Teachers Retirement System 0.31% Add +0.3% 436,660 $298.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.50% Reduce -0.0% 433,436 $296.0M
Russell Investments Group, Ltd. 0.32% Add +14.3% 413,847 $283.4M
Stifel Financial Corp. 0.26% Add +4.6% 411,254 $280.9M
Lazard Asset Management LLC 0.37% Add +27.0% 400,967 $273.8M
T. Rowe Price Investment Management, Inc. 0.16% Reduce -73.0% 391,774 $267.5M
Jericho Capital Asset Management L.P. 2.78% New 391,000 $267.0M
Voya Investment Management LLC 0.29% Add +20.6% 378,576 $258.4M
ProShare Advisors LLC 0.53% Reduce -17.0% 373,752 $255.2M
First Trust Advisors LP 0.19% Add +23.3% 365,171 $249.4M
Raymond James Financial Inc. 0.08% Reduce -16.9% 354,365 $242.0M
Royal London Asset Management Ltd. 0.50% Add +7.8% 342,221 $233.7M
Principal Financial Group Inc. 0.12% Reduce -0.7% 336,748 $230.0M
Williams Jones Wealth Management, LLC. 2.59% Add +5.2% 331,007 $226.0M
W1M Investment Management Ltd 2.90% Add +11.8% 330,193 $225.4M
National Bank of Canada 0.25% Add +3.4% 326,799 $223.2M
Rathbones Group PLC 0.89% Add +2.5% 321,555 $219.6M
DekaBank Deutsche Girozentrale 0.37% No change 314,704 $218.0M
New York State Common Retirement Fund 0.28% Reduce -5.5% 318,231 $217.3M
Bank of Montreal 0.09% Add +20.0% 303,554 $207.3M
Robeco Institutional Asset Management B.V. 0.30% Add +21.9% 300,029 $204.9M
CANADA LIFE ASSURANCE Co 0.29% Add +2.6% 294,412 $204.4M
Local Pensions Partnership Investment Ltd 3.48% No change 299,281 $204.3M
Saturna Capital Corp. 2.61% Add +0.1% 296,119 $202.2M
Magellan Asset Management Ltd 2.31% Add +8.4% 285,052 $194.7M
Prudential Financial Inc. 0.23% Reduce -34.4% 279,602 $190.9M
Skandinaviska Enskilda Banken AB (publ) 0.75% Reduce -4.2% 274,815 $187.7M
AXA Investment Managers S.A. 0.51% — 274,521 $187.5M
Holocene Advisors, LP 0.43% Reduce -17.1% 273,820 $187.0M
Natixis Advisors, LLC 0.27% Reduce -9.8% 270,375 $184.6M
Man Group plc 0.36% Reduce -10.8% 265,663 $181.4M
Viking Global Investors 0.47% New 264,136 $180.4M
Caisse de depot et placement du Quebec 0.32% Add +88.3% 261,768 $178.8M
Valley Forge Capital Management 4.29% Reduce -0.8% 261,097 $178.3M
Renaissance Technologies 0.23% New 257,148 $175.6M
Bank Julius Baer & Co. Ltd, Zurich 0.49% Reduce -6.7% 255,604 $174.6M
Blair William & Co. 0.46% Reduce -2.0% 250,286 $170.9M
State Board of Administration of Florida Retirement System 0.30% Reduce -6.4% 249,992 $170.7M
Anomaly Capital Management, LP 4.95% Add +41.1% 246,753 $168.5M
Ensign Peak Advisors, Inc 0.28% Add +7.3% 246,223 $168.1M
LPL Financial LLC 0.05% Add +8.5% 242,812 $165.8M
Handelsbanken Fonder AB 0.52% Add +11.7% 240,975 $164.6M
Aberdeen Group plc 0.25% Add +0.4% 232,287 $160.3M
Adage Capital Partners Gp, L.L.C. 0.25% Reduce -15.4% 233,700 $159.6M
New York State Teachers Retirement System 0.31% Add +0.1% 230,529 $157.4M
D. E. Shaw & Co. 0.14% Reduce -71.9% 228,678 $156.2M
Danske Bank A/S 0.39% Reduce -9.1% 227,565 $155.4M
Aviva PLC 0.28% Add +6.6% 225,434 $154.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.23% Reduce -10.2% 210,555 $143.8M
Korea Investment CORP 0.29% Reduce -0.5% 209,554 $143.1M
Cerity Partners LLC 0.23% Add +8.4% 207,045 $141.4M
CCLA Investment Management 2.23% Add +2.8% 204,558 $139.6M
Toronto Dominion Bank 0.27% Reduce -4.0% 201,039 $137.3M
Temasek Holdings (Private) Ltd 0.48% Add +11.3% 200,641 $137.0M
Squarepoint Ops LLC 0.29% Reduce -15.8% 197,747 $135.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.31% Add +0.0% 194,525 $132.8M
US Bancorp \de 0.16% Add +9.2% 194,159 $132.6M
Credit Agricole S A 0.44% — 192,234 $131.3M
Fundsmith Investment Services LTD. 2.01% Add +65.3% 188,514 $128.7M
Mitsubishi UFJ Trust & Banking Corp 0.28% Add +4.7% 188,374 $128.6M
Bowie Capital Management, LLC 5.69% Add +44.0% 184,835 $126.2M
Hyperion Asset Management Ltd 3.52% Add +14.8% 184,569 $126.0M
Treasurer of the State of North Carolina 0.39% Add +6.9% 184,493 $126.0M
Storebrand Asset Management As 0.33% Add +5.2% 180,297 $123.1M
Liontrust Investment Partners LLP 1.79% Reduce -17.6% 179,454 $122.6M
Quilter Plc 2.09% Add +4.7% 178,626 $122.0M
Manufacturers Life Insurance Company, The 0.10% Reduce -51.2% 173,478 $118.5M
Nicholas Hoffman & Company, LLC. 2.86% Reduce -73.7% 172,752 $118.0M
TD Asset Management Inc 0.09% Add +22.9% 169,837 $116.0M
KBC Group NV 0.27% Add +111.8% 162,496 $111.0M
PNC Financial Services Group, Inc. 0.07% Add +4.8% 159,500 $108.9M
Mackenzie Financial Corp. 0.13% Add +9.9% 159,138 $108.7M
APG Asset Management N.V. 0.30% Add +0.7% 184,886 $107.5M
Susquehanna International Group, LLP 0.15% Reduce -0.2% 154,862 $105.8M
Millennium Management 0.09% Add +0.8% 153,872 $105.1M
Chicago Capital, LLC 2.55% Reduce -0.0% 151,563 $103.5M
State of Wisconsin Investment Board 0.24% Reduce -7.2% 151,256 $103.3M
Select Equity Group, L.P. 0.44% Reduce -13.4% 149,782 $102.3M
Focus Partners Wealth 0.16% Add +8.2% 148,573 $101.4M
Mirae Asset Global Investments Co., Ltd. 0.31% Add +11.9% 145,211 $99.2M
Nissay Asset Management Corp. /Japan 0.54% Add +7.6% 142,734 $97.5M
Chevy Chase Trust Holdings, LLC 0.27% Reduce -3.6% 142,522 $97.3M
Union Bancaire Privee, UBP SA 1.38% Reduce -10.8% 137,539 $96.3M
Baillie Gifford & Co. 0.07% Add +0.5% 140,224 $95.8M
Davis R M Inc. 1.64% Reduce -0.9% 137,708 $94.0M
Nomura Asset Management Co. Ltd. 0.24% Add +27.9% 135,454 $92.5M
Corient Private Wealth LP 0.14% Add +2.7% 135,289 $92.4M
Atreides Management 2.40% New 135,178 $92.3M
E. Ohman J:or Asset Management AB 2.14% Add +4.3% 132,966 $90.8M
JARISLOWSKY, FRASER Ltd 0.50% New 132,503 $90.5M
Bartlett & Co. Wealth Management LLC 1.19% Add +2.2% 131,758 $90.0M
Panagora Asset Management Inc. 0.35% Add +7.0% 128,871 $88.0M
KLP Kapitalforvaltning As 0.34% Add +1.8% 125,390 $85.6M
Asset Management One Co., Ltd. 0.25% Reduce -1.2% 124,802 $85.2M
Teacher Retirement System of Texas 0.34% Add +23.6% 124,630 $85.1M
NEOS Investment Management LLC 0.62% Add +63.8% 121,516 $83.0M
Quantinno Capital Management LP 0.22% Add +25.4% 119,609 $81.7M
Calamos Advisors LLC 0.47% Add +4.2% 115,426 $78.8M
Nisa Investment Advisors, LLC 0.30% Add +2.5% 114,675 $78.3M
ShawSpring Partners LLC 11.61% Reduce -17.6% 114,369 $78.1M
American Century Companies Inc. 0.04% Reduce -21.5% 113,464 $77.5M
Baird Financial Group, Inc. 0.12% Add +1.1% 112,803 $77.0M
Public Employees Retirement System of Ohio 0.24% Reduce -2.2% 112,386 $76.7M
Bristol Gate Capital Partners Inc. 4.52% Reduce -3.4% 112,201 $76.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.44% Reduce -3.4% 111,864 $76.4M
Rafferty Asset Management, LLC 0.25% Add +4.7% 111,843 $76.4M
CIBC Asset Management Inc 0.22% Add +2.0% 111,363 $76.1M
DJE Kapital AG 1.81% No change 94,992 $74.4M
Erste Asset Management GmbH 0.71% Reduce -34.4% 106,322 $73.8M
Ninety One North America, Inc. 3.31% No change 106,904 $73.0M
Mn Services Vermogensbeheer B.V. 0.47% Add +1.7% 106,305 $72.6M
Mariner, LLC 0.09% Add +7.2% 106,161 $72.5M
Assenagon Asset Management S.A. 0.11% Add +15.1% 106,038 $72.4M
Swiss Life Asset Management Ltd 0.37% Reduce -2.6% 105,376 $72.0M
Bradley Foster & Sargent Inc. 1.05% Add +5.5% 104,676 $71.5M
Pinebridge Investments, L.P. 0.53% Reduce -13.1% 103,868 $70.9M
Johnson Investment Counsel Inc. 0.59% Add +25.1% 103,839 $70.9M
NS Partners Ltd 2.58% Add +0.0% 97,844 $66.8M
LGT Capital Partners LTD. 3.24% Add +168.5% 97,814 $66.8M
State of New Jersey Common Pension Fund D 0.25% Add +3.6% 97,769 $66.8M
Bridgewater Associates 0.26% Add +65.6% 97,447 $66.5M
Resona Asset Management Co.,Ltd. 0.32% Reduce -0.3% 97,153 $66.5M
Mediolanum International Funds Ltd 0.70% Reduce -29.1% 95,508 $66.3M
DF Dent & Co. Inc. 0.86% Reduce -2.5% 97,035 $66.3M
Vident Advisory, LLC 0.64% Add +17.8% 95,295 $65.1M
Forsta Ap-Fonden 0.38% Add +15.6% 94,800 $64.7M
Wedge Capital Management L L P 1.08% Add +9.9% 93,496 $63.8M
Truist Financial Corp. 0.09% Add +1.8% 93,206 $63.7M
Healthcare of Ontario Pension Plan Trust Fund 0.12% Reduce -16.4% 92,224 $63.0M
Comerica Bank 0.24% Reduce -0.8% 92,211 $63.0M
Captrust Financial Advisors 0.13% Add +10.9% 91,117 $62.2M
Disciplined Growth Investors Inc. 1.13% Reduce -13.4% 91,011 $62.2M
Zurich Insurance Group Ltd 0.44% Reduce -55.6% 89,827 $61.3M
State of Tennessee, Department of Treasury 0.20% Reduce -9.1% 88,757 $60.6M
Lansforsakringar Fondforvaltning AB (publ) 0.31% Add +2.5% 88,152 $60.2M
Daiwa Securities Group Inc. 0.20% Add +5.2% 86,617 $59.2M
M&G PLC 0.33% Add +13.1% 86,435 $59.0M
STRS Ohio 0.22% Reduce -2.6% 86,366 $59.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.51% Add +16.5% 85,940 $58.7M
Tandem Investment Advisors, Inc. 2.00% New 85,925 $58.7M
Birch Hill Investment Advisors LLC 2.47% Add +3.8% 85,493 $58.4M
UniSuper Management Pty Ltd 0.36% Add +0.1% 85,026 $58.1M
LGT Group Foundation 0.65% Add +3.1% 83,919 $57.0M
MetLife Investment Management, LLC 0.27% Reduce -1.8% 82,045 $56.0M
Arizona State Retirement System 0.30% Reduce -0.3% 81,463 $55.6M
BI Asset Management Fondsmaeglerselskab A/S 0.50% Add +32.6% 81,461 $55.6M
Fernbridge Capital Management LP 2.62% Reduce -40.3% 78,596 $53.7M
ThornTree Capital Partners LP 8.16% Add +59.1% 78,110 $53.3M
Investment House LLC 2.50% Reduce -1.8% 77,330 $52.8M
Spear Holdings RSC Ltd 2.96% New 77,100 $52.7M
Kinetic Partners Management, LP 2.51% No change 75,899 $51.8M
State of Michigan Retirement System 0.25% Reduce -0.7% 75,490 $51.6M
Stonegate Investment Group, LLC 1.20% Add +909.5% 75,356 $51.5M
Cetera Investment Advisers 0.06% Add +71.2% 75,043 $51.2M
NorthCrest Asset Manangement, LLC 1.22% Add +11.3% 77,826 $51.2M
Pacer Advisors, Inc. 0.13% Reduce -13.2% 74,645 $51.0M
Keybank National Association 0.18% Reduce -1.7% 74,237 $50.7M
Mogy Joel R Investment Counsel Inc. 2.75% Add +0.5% 73,566 $50.2M
Prana Capital Management, LP 1.67% Add +2015.8% 73,121 $49.9M
Suncoast Equity Management 4.90% Reduce -0.1% 71,990 $49.2M
Czech National Bank 0.33% Add +3.7% 70,847 $48.4M
Xponance LLC 0.38% Add +0.2% 70,816 $48.4M
Creative Planning 0.04% Add +7.6% 69,799 $47.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.36% Add +10.0% 69,667 $47.6M
Guggenheim Capital LLC 0.35% Add +0.4% 68,989 $47.1M
Assetmark, Inc. 0.10% Add +2.7% 68,347 $46.7M
Benjamin Edwards Inc. 0.53% Add +2.7% 68,303 $46.7M
HighTower Advisors, LLC 0.05% Add +16.8% 67,677 $46.2M
Guinness Asset Management LTD 0.73% Reduce -4.6% 66,284 $46.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.23% Reduce -2.3% 66,985 $45.7M
Northwestern Mutual Wealth Management Co. 0.03% Add +353.8% 66,830 $45.6M
Bank of Nova Scotia 0.08% Reduce -71.6% 66,711 $45.6M
King Luther Capital Management Corp. 0.19% Add +0.8% 66,232 $45.2M
Aware Super Pty Ltd as trustee of Aware Super 0.62% Add +10.7% 65,806 $44.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.35% Add +16.9% 64,166 $43.8M
Ilmarinen Mutual Pension Insurance Co 0.33% Add +3.6% 63,552 $43.4M
Mar Vista Investment Partners LLC 3.77% Reduce -12.1% 63,501 $43.4M
Ycg, LLC 3.23% Add +3.2% 62,986 $43.0M
Van Eck Associates Corp. 0.04% Add +4.1% 62,485 $42.7M
Asset Advisors Investment Management, LLC 4.04% Add +0.5% 62,468 $42.7M
Amalgamated Bank 0.30% Add +1.3% 62,295 $42.5M
Wilkinson Global Asset Management LLC 2.66% Add +0.2% 61,833 $42.2M
Premier Fund Managers Ltd 1.72% New 60,330 $41.9M
Sather Financial Group Inc 2.26% Reduce -1.8% 60,934 $41.6M
DNB Asset Management AS 0.15% Add +8.4% 60,153 $41.1M
Baxter Bros Inc. 4.73% Add +0.4% 59,859 $40.9M
Retirement Systems of Alabama 0.14% Reduce -0.8% 59,504 $40.6M
Capital World Investors 0.01% New 58,611 $40.0M
IFM Investors Pty Ltd 0.35% Reduce -0.5% 57,178 $39.9M
Citadel Advisors 0.03% Reduce -80.2% 57,552 $39.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% Reduce -8.1% 57,245 $39.1M
AMF Tjanstepension AB 0.25% Add +169.7% 57,080 $39.0M
Douglas Lane & Associates, LLC 0.54% Add +26.3% 56,669 $38.7M
Trillium Asset Management, LLC 1.01% Add +39.7% 56,081 $38.3M
GF Fund Management Co. LTD. 0.69% No change 55,948 $38.2M
Capital Fund Management S.A. 0.38% Reduce -19.0% 55,792 $38.1M
ING Groep NV 0.21% Reduce -56.5% 55,702 $38.0M
Ieq Capital, LLC 0.12% Add +68.3% 55,683 $38.0M
Capitolis Liquid Global Markets LLC 0.30% Reduce -56.0% 55,000 $37.6M
Alta Capital Management LLC/ 2.08% Reduce -26.1% 54,588 $37.3M
Cat Rock Capital Management LP 4.57% New 54,180 $37.0M
O'shaughnessy Asset Management, LLC 0.21% Add +10.9% 52,975 $36.2M
Northwest & Ethical Investments L.P. 0.85% Add +1.7% 52,666 $36.0M
Pathstone Holdings, LLC 0.14% Reduce -0.6% 51,948 $35.5M
NFJ Investment Group, LLC 1.21% Reduce -33.3% 51,734 $35.3M
NorthCoast Asset Management LLC 0.14% Add +12.3% 51,593 $35.2M
EULAV Asset Management 0.82% Reduce -5.7% 51,410 $35.1M
Bath Savings Trust Co 3.45% Add +2.1% 50,973 $34.8M
Amova Asset Management Americas, Inc. 0.34% Reduce -29.2% 50,938 $34.8M
QRG Capital Management, Inc. 0.42% Add +1.3% 50,904 $34.8M
Nichols & Pratt Advisers LLP 2.19% Add +3.0% 50,887 $34.8M
Marex Group Ltd 0.43% Reduce -74.3% 50,825 $34.7M
Nomura Holdings Inc. 0.18% Add +244.0% 50,510 $34.5M
CIBC Private Wealth Group LLC 0.06% Add +58.5% 50,187 $34.3M
Ardmore Road Asset Management LP 2.21% New 50,000 $34.1M
Svenska Handelsbanken AB (publ) 11.86% New 49,609 $33.9M
Marshall Wace, LLP 0.04% Reduce -77.2% 49,595 $33.9M
Dearborn Partners LLC 1.58% Reduce -1.4% 49,417 $33.7M
North Star Asset Management Inc. 1.37% Reduce -0.4% 49,303 $33.7M
Oppenheimer Asset Management Inc. 0.37% Add +18.2% 49,277 $33.7M
Aureus Asset Management, LLC 2.17% Add +393.4% 48,893 $33.4M
Haverford Trust Co 0.30% Reduce -3.9% 48,743 $33.3M
CIBC Bancorp USA Inc. 0.20% — 48,699 $33.3M
Milestone Resources Group Ltd 1.66% Reduce -71.8% 48,454 $33.1M
Fifth Third Bancorp 0.11% Add +0.2% 48,121 $32.9M
Crossmark Global Holdings, Inc. 0.49% Add +15.8% 47,629 $32.5M
Troy Asset Management Ltd 0.83% Add +0.7% 47,247 $32.3M
Martingale Asset Management L P 0.81% Reduce -6.5% 47,121 $32.2M
Wealth Enhancement Advisory Services, LLC 0.05% Add +24.3% 48,895 $32.2M
Hamilton Capital Partners Inc. 1.33% Add +11.5% 46,983 $32.1M
Sumitomo Mitsui Financial Group, Inc. 0.56% Add +8.5% 46,637 $31.8M
Randolph Co Inc 3.08% Add +0.1% 46,458 $31.7M
W1M Asset Management Ltd 2.25% Add +37.4% 46,215 $31.6M
M&T Bank Corp 0.10% Reduce -12.3% 45,248 $30.9M
Utah Retirement Systems 0.30% Add +0.1% 45,087 $30.8M
Varma Mutual Pension Insurance Co 0.20% Add +8.7% 45,058 $30.8M
Sterling Capital Management LLC 0.45% Reduce -11.3% 45,013 $30.7M
USS Investment Management Ltd 0.15% Reduce -0.0% 44,495 $30.4M
Shelton Capital Management 0.65% Add +7.2% 44,431 $30.3M
Police & Firemen's Retirement System of New Jersey 0.24% Add +6.2% 44,036 $30.1M
Osterweis Capital Management Inc. 1.77% Add +1.4% 43,896 $30.0M
Generate Investment Management Ltd 1.52% New 43,777 $29.9M
Dundas Partners LLP 2.11% Add +18.6% 43,762 $29.9M
Davidson Investment Advisors 1.26% Add +0.5% 43,627 $29.8M
Argent Capital Management LLC 0.81% Add +1.5% 43,588 $29.8M
Clifford Swan Investment Counsel LLC 0.98% Reduce -0.9% 43,244 $29.5M
National Mutual Insurance Federation of Agricultural Cooperatives 0.22% No change 42,900 $29.3M
Osaic Holdings, Inc. 0.04% Add +18.7% 42,885 $29.2M
Vanguard Personalized Indexing Management, LLC 0.30% Reduce -2.2% 42,683 $29.2M
Wealthfront Advisers LLC 0.07% Reduce -0.1% 42,462 $29.0M
Achmea Investment Management B.V. 0.36% Add +1.0% 42,311 $28.9M
Zacks Investment Management 0.23% Add +2.5% 42,250 $28.9M
Factory Mutual Insurance Co. 0.28% No change 42,200 $28.8M
Beacon Investment Advisory Services, Inc. 1.21% Reduce -1.0% 42,107 $28.8M
Battery Global Advisors, LLC 13.15% Reduce -2.9% 40,956 $28.0M
New York Life Investment Management LLC 0.24% Reduce -2.5% 40,791 $27.9M
Trinity Street Asset Management LLP 1.90% Reduce -0.4% 40,766 $27.8M
Wilson Asset Management (international) PTY Ltd. 6.83% Add +12.8% 40,405 $27.6M
Wendell David Associates Inc. 2.72% Add +1.1% 40,374 $27.6M
Federated Hermes, Inc. 0.05% Add +61.7% 40,214 $27.5M
SteelPeak Wealth, LLC 0.92% Add +124.1% 40,207 $27.5M
United Capital Financial Advisors, LLC 0.19% Reduce -13.7% 39,647 $27.1M
Talbot Financial, LLC 2.28% Add +8.2% 39,409 $26.9M
McDaniel Terry & Co. 2.16% Add +0.0% 39,280 $26.8M
Prudential PLC 0.20% Add +1.5% 39,159 $26.7M
Nan Fung Trinity (hk) Ltd. 2.66% Add +9.2% 39,070 $26.7M
Mercer Global Advisors Inc. 0.04% Reduce -0.7% 38,733 $26.5M
Rockefeller Capital Management L.P. 0.05% Add +16.0% 38,394 $26.2M
Renaissance Group LLC 0.99% Reduce -15.6% 38,282 $26.1M
Commonwealth Equity Services, LLC 0.03% Reduce -2.3% 38,220 $26.1M
Tran Capital Management, L.P. 3.10% Reduce -7.6% 37,981 $25.9M
Elo Mutual Pension Insurance Co 0.42% Add +0.2% 37,584 $25.7M
Teachers Retirement System of the State of Kentucky 0.19% Add +1.2% 37,377 $25.5M
CI Investments Inc. 0.09% Add +18.0% 37,351 $25.5M
Rockland Trust Co. 1.04% Add +0.5% 37,230 $25.4M
UMB Bank, n.a. 0.37% Reduce -2.7% 37,175 $25.4M
TrinityBridge Ltd 0.56% Add +456.8% 36,877 $25.2M
Aptus Capital Advisors, LLC 0.23% Add +4.5% 36,787 $25.1M
MML Investors Services, LLC 0.07% Add +12.5% 36,449 $24.9M
Cwm, LLC 0.07% Add +40.6% 36,436 $24.9M
State of Alaska, Department of Revenue 0.25% Add +14.8% 36,052 $24.6M
Meridiem Capital Partners LP 1.69% New 35,987 $24.6M
Public Employees Retirement Association of Colorado 0.09% Reduce -2.4% 35,938 $24.5M
Moran Wealth Management, LLC 0.74% Reduce -4.2% 35,879 $24.5M
Louisiana State Employees Retirement System 0.40% Reduce -0.8% 34,900 $23.8M
ASR Vermogensbeheer N.V. 0.29% Reduce -0.5% 34,490 $23.6M
Harvest Portfolios Group Inc. 0.43% Reduce -6.3% 34,215 $23.4M
Andra AP-fonden 0.30% Add +96.9% 34,144 $23.3M
Sit Investment Associates Inc. 0.47% Add +9.0% 34,012 $23.2M
Addenda Capital Inc. 0.69% Add +42.9% 33,931 $23.2M
Mutual of America Capital Management LLC 0.24% Reduce -5.3% 33,929 $23.2M
Geneva Capital Management LLC 0.40% Reduce -4.5% 33,793 $23.1M
Orion Porfolio Solutions, LLC 0.18% Reduce -3.1% 33,688 $23.0M
Janney Montgomery Scott LLC 0.05% Add +4.6% 33,668 $23.0M
Regions Financial Corp. 0.15% Reduce -4.9% 33,652 $23.0M
Nearwater Capital Markets, Ltd 0.31% Add +158.5% 33,600 $22.9M
1832 Asset Management L.P. 0.04% Add +70.1% 33,561 $22.9M
iA Global Asset Management Inc. 0.31% Add +6.7% 33,368 $22.8M
Lyell Wealth Management, LP 1.68% Add +4.5% 33,084 $22.6M
Yousif Capital Management, LLC 0.24% Reduce -4.4% 32,805 $22.4M
Bailard, Inc. 0.49% Add +1.0% 32,777 $22.4M
Lido Advisors, LLC 0.09% Reduce -10.9% 32,606 $22.3M
Kepler Cheuvreux (Suisse) SA 1.20% — 32,567 $22.2M
Tiaa Trust, National Association 0.05% Reduce -32.5% 32,318 $22.1M
NewEdge Advisors, LLC 0.10% Add +6.4% 32,309 $22.1M
Hantz Financial Services, Inc. 0.33% Add +50.3% 31,871 $21.8M
Oregon Public Employees Retirement Fund 0.28% Add +31.9% 31,852 $21.8M
Bridges Investment Management Inc. 0.28% Add +1.1% 31,625 $21.6M
Ethic Inc. 0.35% Add +0.8% 31,544 $21.5M
L1 Capital International Pty Ltd 4.49% Add +44.8% 31,476 $21.5M
Segment Wealth Management, LLC 1.28% Add +0.5% 31,361 $21.4M
Hillman Co. 6.53% No change 30,968 $21.1M
Envestnet Portfolio Solutions, Inc. 0.08% Add +37.0% 30,726 $21.0M
Trajan Wealth LLC 0.91% Reduce -4.4% 30,698 $21.0M
Abner Herrman & Brock LLC 2.16% Reduce -0.0% 30,678 $20.9M
OP Asset Management Ltd 0.28% Add +1.8% 30,651 $20.9M
Schaper Benz & Wise Investment Counsel Inc. 1.54% Add +0.7% 30,325 $20.7M
Sienna Gestion 1.45% Add +30.6% 33,244 $20.7M
Cim, LLC 2.66% Add +0.5% 29,789 $20.3M
Kayne Anderson Rudnick Investment Management LLC 0.05% Reduce -7.0% 29,713 $20.3M
Global X Japan Co., Ltd. 1.74% Reduce -0.1% 29,445 $20.1M
Banco Santander, S.A. 0.18% Add +164.1% 29,364 $20.1M
Public Sector Pension Investment Board 0.07% Reduce -34.0% 29,355 $20.0M
First Long Island Investors, LLC 1.49% Add +91.7% 29,341 $20.0M
Florida Trust Wealth Management Co 0.57% Reduce -1.2% 29,060 $19.8M
F/m Investments LLC 0.76% Add +15.0% 28,931 $19.8M
B. Metzler seel. Sohn & Co. AG 0.17% Add +4.0% 28,900 $19.7M
Azimuth Capital Investment Management LLC 0.70% Add +10.0% 28,616 $19.5M
Railway Pension Investments Ltd 0.26% No change 28,200 $19.3M
Jones Financial Companies LLLP 0.01% Add +17.4% 26,921 $18.8M
Raub Brock Capital Management LP 4.01% Reduce -2.0% 27,262 $18.6M
Trust Co. of Vermont 0.80% Add +0.8% 27,062 $18.5M
Wilmington Savings Fund Society, FSB 0.44% Add +9.6% 26,992 $18.4M
Atria Investments, Inc 0.21% Add +11.1% 26,962 $18.4M
Exchange Traded Concepts, LLC 0.17% Add +52.5% 26,832 $18.3M
DE Burlo Group Inc. 2.18% Add +771.2% 26,485 $18.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.12% New 26,400 $18.0M
Parallel Advisors, LLC 0.33% Add +4.0% 26,318 $18.0M
Candriam S.C.A. 0.09% Reduce -0.8% 25,974 $17.7M
Canada Post Corp Registered Pension Plan 0.78% Reduce -8.5% 25,432 $17.7M
Parallax Volatility Advisers, L.P. 0.59% New 25,813 $17.6M
Zevenbergen Capital Investments LLC 0.34% Add +0.1% 25,726 $17.6M
Verition Fund Management LLC 0.10% Reduce -28.5% 25,717 $17.6M
Generali Asset Management SPA SGR 0.37% Add +5.7% 25,489 $17.4M
Daiichi Life Insurance Co., Ltd. 0.43% Add +92.8% 25,373 $17.3M
Glenmede Investment Management, LP 0.08% Add +28.8% 25,239 $17.2M
Advocacy Wealth Management, LLC 0.75% New 25,238 $17.2M
Profund Advisors LLC 0.56% Reduce -2.3% 25,232 $17.2M
Norinchukin Bank, The 0.23% Add +3.7% 25,039 $17.1M
Danica Pension, Livsforsikringsaktieselskab 0.26% Add +12.2% 24,820 $16.9M
Capstone Investment Advisors, LLC 0.18% Add +217.4% 24,720 $16.9M
Commerce Bank 0.09% Add +1.4% 24,597 $16.8M
Tredje AP-fonden 0.13% No change 24,500 $16.7M
Gabelli Funds LLC 0.11% No change 24,347 $16.6M
Evelyn Partners Investment Management LLP 0.47% Add +7.2% 24,321 $16.6M
Baron Capital (BAMCO) 0.04% No change 24,283 $16.6M
Running Oak Capital LLC 1.86% Add +8.5% 24,278 $16.6M
Picton Mahoney Asset Management 0.21% Reduce -24.0% 23,959 $16.4M
Westpac Banking Corp. 1.01% Add +2.1% 23,812 $16.3M
Appleton Partners Inc. 1.09% Add +7.5% 23,733 $16.2M
Howe & Rusling Inc. 1.11% Add +14.7% 23,611 $16.1M
HFR Wealth Management, LLC 3.66% Reduce -0.3% 23,351 $15.9M
Boston Common Asset Management, LLC 0.45% Reduce -0.6% 23,342 $15.9M
Overbrook Management Corp 2.83% Reduce -5.7% 23,009 $15.7M
Copeland Capital Management, LLC 0.33% Reduce -4.6% 22,982 $15.7M
Barlow Wealth Partners, LLC 1.72% Add +30.9% 23,085 $15.5M
Brookstone Capital Management 0.18% Add +987.9% 22,552 $15.4M
Middleton & Co. Inc. 1.66% Reduce -2.6% 22,511 $15.4M
Cullen/Frost Bankers, Inc. 0.18% Add +3.6% 22,291 $15.2M
Illinois Municipal Retirement Fund 0.19% Reduce -6.6% 22,110 $15.1M
Walleye Capital LLC 0.13% Add +1237.7% 21,991 $15.0M
Vinva Investment Management Ltd 0.29% Add +22.3% 21,506 $14.9M
Raiffeisen Bank International AG 0.20% Add +15.0% 21,344 $14.8M
Saraza Management, LP 5.23% Reduce -46.3% 21,500 $14.7M
Liberty Capital Management, Inc. 2.68% Add +0.1% 20,870 $14.3M
YHB Investment Advisors, Inc. 1.04% Add +1.2% 20,848 $14.2M
Earnest Partners LLC 0.06% Reduce -4.3% 20,747 $14.2M
Intech Investment Management LLC 0.13% Add +168.2% 20,645 $14.1M
Horizon Investments, LLC 0.18% Reduce -2.5% 20,606 $14.0M
Northstar Asset Management Inc. 3.62% Add +2.2% 20,408 $13.9M
Evexia Wealth LLC 4.17% Add +5.7% 21,242 $13.9M
Gotham Asset Management 0.06% Add +155.4% 20,306 $13.9M
Avanza Fonder AB 0.36% Add +5.0% 20,234 $13.8M
Peapack Gladstone Financial Corp. 0.18% Add +17.2% 20,084 $13.7M
Montag A & Associates Inc. 0.63% Add +8.7% 19,867 $13.6M
Mizuho Securities USA LLC 0.27% Add +5.2% 20,317 $13.6M
&partners 0.09% Add +13.5% 19,834 $13.5M
Sanctuary Advisors, LLC 0.08% Add +10.9% 19,739 $13.5M
Pinnacle Financial Partners Inc 0.32% Reduce -0.4% 19,583 $13.4M
Alley Investment Management Company, LLC 1.54% Add +0.4% 19,388 $13.2M
Ravenswood Partners LP 4.18% — 19,368 $13.2M
Motley Fool Asset Management LLC 0.54% Add +32.5% 19,244 $13.1M
Impax Asset Management Group plc 0.08% Reduce -1.8% 19,168 $13.1M
Glenview Trust Co 0.20% Add +639.3% 18,520 $12.6M
McKinley Carter Wealth Services, Inc. 0.66% Reduce -0.9% 18,515 $12.6M
Sequoia Financial Advisors, LLC 0.08% Add +6.7% 18,441 $12.6M
ADAPT Investment Managers SA 2.65% New 18,413 $12.6M
Point72 (DIFC) Ltd 0.87% Add +261.8% 18,349 $12.5M
Cary Street Partners Financial LLC 0.32% Reduce -3.3% 18,301 $12.5M
Harvest Fund Management Co., Ltd 0.53% Reduce -2.1% 18,215 $12.4M
Eventide Asset Management, LLC 0.20% Add +22.3% 18,102 $12.4M
Midwest Trust Co 0.16% Add +5.6% 18,176 $12.4M
Ownership Capital B.V. 6.94% Reduce -89.3% 18,074 $12.3M
Federation des caisses Desjardins du Quebec 0.05% Add +52.9% 18,015 $12.3M
Citizens Financial Group Inc. 0.17% Add +13.7% 17,868 $12.2M
Metis Global Partners, LLC 0.28% Reduce -3.9% 17,648 $12.1M
Segall Bryant & Hamill, LLC 0.16% Reduce -47.6% 17,639 $12.0M
Bokf, NA 0.18% Add +28.0% 17,529 $12.0M
GHP Investment Advisors, Inc. 0.50% Add +0.3% 17,465 $11.9M
DAVENPORT & Co LLC 0.06% Reduce -10.3% 17,379 $11.9M
Allspring Global Investments Holdings, LLC 0.02% Add +9.8% 17,379 $11.8M
Kentucky Retirement Systems 0.32% Reduce -2.1% 17,143 $11.7M
Susquehanna Portfolio Strategies, LLC 0.18% New 16,968 $11.6M
Cambridge Investment Research Advisors, Inc. 0.03% Add +10.8% 16,899 $11.5M
MAI Capital Management 0.07% Add +10.7% 16,890 $11.5M
Kemnay Advisory Services Inc. 1.75% New 16,808 $11.5M
Empowered Funds, LLC 0.12% Add +25.3% 16,802 $11.5M
LBP Am SA 0.14% Add +16.8% 16,645 $11.4M
Motco 1.04% Reduce -0.0% 16,594 $11.3M
Buck Wealth Strategies, LLC 1.54% Add +0.5% 16,485 $11.3M
Park Avenue Securities LLC 0.09% Add +18.0% 16,467 $11.2M
Sora Investors LLC 1.04% New 16,425 $11.2M
Hartford Investment Management Co. 0.34% Reduce -3.1% 16,343 $11.2M
Oak Ridge Investments LLC 0.72% Add +2.2% 16,238 $11.1M
American National Bank & Trust 1.09% Add +0.9% 16,185 $11.1M
Tidal Investments LLC 0.05% Add +12.3% 16,075 $11.0M
CapitalatWork S.A. 0.32% Add +108.4% 16,050 $11.0M
Cibc World Market Inc. 0.02% Reduce -69.7% 15,966 $10.9M
Trexquant Investment LP 0.11% Reduce -88.6% 15,866 $10.8M
Sheets Smith Wealth Management 1.23% Reduce -0.6% 15,859 $10.8M
Advisors Asset Management, Inc. 0.18% Reduce -8.9% 15,798 $10.8M
Patten & Patten Inc. 0.63% Reduce -6.9% 15,639 $10.7M
JGP Wealth Management, LLC 1.18% Add +0.7% 15,595 $10.6M
Allianz SE 0.23% Add +5.5% 15,529 $10.6M
Arax Advisory Partners 0.15% Add +505.8% 15,484 $10.6M
BTC Capital Management, Inc. 0.73% Add +15.7% 15,460 $10.6M
ARK Investment Management 0.06% Add +2.2% 15,430 $10.5M
Livforsakringsbolaget Skandia, Omsesidigt 0.41% Add +4.4% 15,285 $10.4M
Cresset Asset Management, LLC 0.05% Reduce -0.3% 15,270 $10.4M
Knights of Columbus Asset Advisors LLC 0.60% Add +57.4% 15,258 $10.4M
Jasper Ridge Partners, L.P. 0.23% No change 15,196 $10.4M
Sapient Capital LLC 0.16% Reduce -28.3% 14,929 $10.4M
Callan Family Office, LLC 0.33% Reduce -2.3% 15,114 $10.3M
GAM Holding AG 0.62% Add +9.3% 14,799 $10.1M
American Money Management, LLC 1.68% Add +10.5% 14,780 $10.1M
Ithaka Group LLC 1.72% Reduce -0.1% 14,746 $10.1M
Oppenheimer & Co. Inc. 0.12% Add +0.8% 14,564 $9.9M
Evelyn Partners Asset Management Ltd 2.24% Add +5.0% 14,539 $9.9M
Curi Capital, LLC 0.18% Reduce -11.8% 14,481 $9.9M
Turtle Creek Wealth Advisors, LLC 0.88% Add +15.7% 14,384 $9.8M
Los Angeles Capital Management LLC 0.03% Reduce -60.9% 14,369 $9.8M
Fulcrum Capital LLC 2.01% Add +15.9% 14,362 $9.8M
Jacobs & Co. 0.94% Reduce -0.6% 14,350 $9.8M
Waverly Advisors, LLC 0.10% Add +4.9% 14,341 $9.8M
Lombard Odier Asset Management (Europe) Ltd 0.72% Reduce -13.0% 14,202 $9.7M
Securian Asset Management, Inc. 0.26% Reduce -3.5% 14,146 $9.7M
Granite Investment Partners, LLC 0.55% Add +48.8% 14,143 $9.7M
Lombard Odier Asset Management (Switzerland) SA 0.44% Add +5.4% 14,124 $9.6M
Gulf International Bank (UK) Ltd 0.32% Reduce -1.8% 14,053 $9.6M
Tocqueville Asset Management L.P. 0.14% Reduce -0.4% 14,051 $9.6M
NatWest Group plc 2.36% Add +5.4% 14,006 $9.6M
Thrivent Financial for Lutherans 0.02% Reduce -45.1% 13,988 $9.6M
Balyasny Asset Management L.P. 0.02% Reduce -96.9% 13,850 $9.5M
Flossbach Von Storch SE 0.04% Reduce -9.7% 13,840 $9.5M
Elk River Wealth Management LLC 1.51% Reduce -0.7% 13,803 $9.4M
Ferguson Wellman Capital Management, Inc. 0.15% Add +0.1% 13,698 $9.4M
Headinvest, LLC 1.93% Reduce -1.4% 13,684 $9.3M
Apollon Wealth Management, LLC 0.17% Add +5.5% 13,669 $9.3M
Maryland State Retirement & Pension System 0.20% Add +2.6% 13,615 $9.3M
Advisory Services Network, LLC 0.14% Add +0.1% 13,613 $9.3M
Sone Capital Management, LLC 0.78% Reduce -20.5% 13,574 $9.3M
Carmignac Gestion 0.14% Add +3.5% 13,502 $9.2M
Sendero Wealth Management, LLC 1.08% Add +3.6% 13,452 $9.2M
XXEC, Inc. 7.72% No change 13,414 $9.2M
Morningstar Investment Management LLC 0.34% Add +2157.2% 13,408 $9.2M
Y-Intercept (Hong Kong) Ltd 0.22% New 13,396 $9.1M
Texas Capital Bank Wealth Management Services Inc 0.75% Add +4.6% 13,385 $9.1M
Abn Amro Investment Solutions 0.19% Reduce -86.2% 13,350 $9.1M
Stephens Inc. 0.12% Add +41.2% 13,304 $9.1M
Bessemer Group Inc. 0.01% Add +28.4% 13,253 $9.0M
HB Wealth Management, LLC 0.06% Add +8.5% 13,217 $9.0M
Investment Management Corp of Ontario 0.14% Add +91.2% 13,031 $8.9M
Marietta Wealth Management, LLC 1.09% Add +2.0% 13,007 $8.9M
New Age Alpha Advisors, LLC 0.37% Add +18.8% 12,990 $8.9M
CWA Asset Management Group, LLC 0.33% Reduce -0.9% 12,875 $8.8M
Ninety One SA (Pty) Ltd 0.40% No change 12,776 $8.8M
Anderson Hoagland & Co. 0.79% Add +0.0% 12,846 $8.8M
China Universal Asset Management Co., Ltd. 0.72% Add +9.8% 12,776 $8.7M
Tower Research Capital LLC (TRC) 0.24% Add +40.5% 12,699 $8.7M
New Mexico Educational Retirement Board 0.27% Reduce -3.1% 12,678 $8.7M
Douglass Winthrop Advisors, LLC 0.15% Reduce -0.8% 12,592 $8.6M
Vanderbilt University 1.42% Add +24.8% 12,559 $8.6M
Bright Rock Capital Management, LLC 1.67% No change 12,500 $8.5M
Eagle Global Advisors LLC 0.32% New 12,410 $8.5M
Siemens Fonds Invest GmbH 0.46% Reduce -1.9% 12,312 $8.4M
Choreo, LLC 0.11% Add +5.8% 12,200 $8.3M
Marks Group Wealth Management, Inc 0.77% Reduce -2.5% 12,180 $8.3M
Eagle Capital Management, LLC 3.13% Reduce -0.8% 12,108 $8.3M
AG2R La Mondiale Gestion D'actifs 0.42% No change 10,415 $8.2M
Amica Mutual Insurance Co. 0.75% No change 12,001 $8.2M
PKO Investment Management Joint-Stock Co 0.70% Add +166.7% 12,000 $8.2M
Carderock Capital Management Inc. 1.99% Add +5.6% 11,983 $8.2M
Caprock Group, LLC 0.20% — 12,162 $8.1M
Ameritas Investment Partners, Inc. 0.25% Add +0.6% 11,866 $8.1M
Jane Street Group, LLC 0.01% Add +358.2% 11,836 $8.1M
Silvercrest Asset Management Group LLC 0.05% Add +35.0% 11,702 $8.0M
OMERS ADMINISTRATION Corp 0.06% Add +3.3% 11,618 $7.9M
Vestcor Inc 0.24% Add +104.8% 11,569 $7.9M
Evelyn Partners Investment Management Services Ltd 1.06% Add +1.1% 11,512 $7.9M
S-Bank Fund Management Ltd 1.04% Add +34.7% 11,460 $7.8M
Kintegral Advisory, LLC 0.66% Reduce -0.4% 11,428 $7.8M
Iyo Bank, Ltd. 2.92% No change 11,353 $7.8M
Thematics Asset Management 0.35% Add +12.6% 11,327 $7.7M
Stansberry Asset Management, LLC 0.82% Add +5.4% 11,322 $7.7M
Farther Finance Advisors, LLC 0.12% Add +48.2% 11,322 $7.7M
Americana Partners, LLC 0.23% Add +12.1% 11,210 $7.7M
Laird Norton Wetherby Trust Company, LLC 1.31% New 11,200 $7.6M
Banque Cantonale Vaudoise 0.28% Add +2.1% 11,105 $7.6M
AdvisorShares Investments LLC 1.24% Reduce -1.2% 11,105 $7.6M
Zions Bancorporation, National Association 0.37% Add +0.1% 11,050 $7.5M
Dnca Finance 0.53% Add +61.8% 11,000 $7.5M
Fiduciary Trust Co 0.08% Add +39.4% 10,960 $7.5M
Clark Capital Management Group, Inc. 0.05% Add +11.9% 10,907 $7.4M
Promethos Capital, LLC 1.98% New 10,804 $7.4M
HM Payson & Co. 0.11% No change 10,791 $7.4M
D.A. Davidson & Co. 0.05% Add +3.2% 10,696 $7.3M
Dividend Assets Capital, LLC 1.28% Add +6.2% 10,681 $7.3M
Merit Financial Group, LLC 0.07% Add +21.9% 10,626 $7.3M
Huntington National Bank 0.06% Reduce -8.1% 10,618 $7.3M
Cornerstone Advisors, LLC 0.24% Reduce -0.9% 10,600 $7.2M
Kestra Advisory Services, LLC 0.03% Reduce -0.0% 10,562 $7.2M
Groupe la Francaise 0.10% Reduce -12.1% 10,537 $7.2M
Apriem Advisors 0.68% Reduce -3.8% 10,479 $7.2M
Schonfeld Strategic Advisors LLC 0.05% Reduce -89.0% 10,438 $7.1M
Private Advisor Group, LLC 0.03% Reduce -10.0% 10,308 $7.0M
Polar Asset Management Partners Inc. 0.21% New 10,296 $7.0M
Napean Trading & Investment Co (Singapore) PTE Ltd 1.37% Reduce -22.1% 10,281 $7.0M
Mattern Capital Management, LLC 0.82% Add +692.9% 10,260 $7.0M
Knollwood Investment Advisory, LLC 0.63% Add +0.6% 10,257 $7.0M
Diversified Trust Co. 0.14% Add +42.6% 10,242 $7.0M
Chicago Partners Investment Group LLC 0.18% Add +0.1% 10,281 $7.0M
Allstate Corp. 0.16% Add +1710.3% 10,192 $7.0M
Bey-Douglas LLC 5.15% Reduce -24.4% 10,137 $6.9M
Hennion & Walsh Asset Management, Inc. 0.25% Add +1.8% 10,026 $6.8M
Kestra Private Wealth Services, LLC 0.09% Add +53.9% 9,937 $6.8M
AIA Group Ltd 0.12% Add +23.4% 9,932 $6.8M
Laird Norton Wetherby Wealth Management, LLC 0.28% Add +0.7% 9,915 $6.8M
Dynamic Advisor Solutions LLC 0.19% Add +5.9% 9,794 $6.7M
Empirical Finance, LLC 0.32% Add +1.0% 9,792 $6.7M
First Horizon Corp. 0.31% — 9,788 $6.7M
APG Asset Management US Inc. 0.05% No change 9,828 $6.7M
Plato Investment Management Ltd 0.45% Add +7.4% 9,854 $6.7M
Strategic Planning Group, LLC 0.90% Add +27.3% 9,772 $6.7M
Tema ETFs LLC 0.55% Add +159.3% 9,762 $6.7M
Canal Capital Management, LLC 0.99% Add +1.5% 9,691 $6.6M
Summit Trail Advisors, LLC 0.09% Add +15.5% 9,638 $6.6M
Liberty One Investment Management, LLC 0.37% Add +31.8% 9,635 $6.6M
Central Bank & Trust Co. 1.04% Reduce -7.9% 9,616 $6.6M
Bouvel Investment Partners, LLC 2.01% Reduce -1.7% 9,606 $6.6M
First Nebraska Trust Co 0.59% Reduce -1.9% 9,510 $6.5M
Stratos Wealth Partners, LTD. 0.08% Add +4.5% 9,467 $6.5M
Steward Partners Investment Advisory, LLC 0.04% Add +14.8% 9,407 $6.4M
Tokio Marine Asset Management Co. Ltd. 0.23% Add +3.3% 9,315 $6.4M
TCV Trust & Wealth Management, Inc. 0.53% Reduce -0.4% 9,304 $6.4M
Cape Cod Five Cents Savings Bank 0.58% No change 10,221 $6.3M
EFG Asset Management (Americas) Corp. 1.10% Reduce -17.3% 9,288 $6.3M
Uhlmann Price Securities, LLC 3.86% Add +8.3% 9,243 $6.3M
Penobscot Investment Management Company, Inc. 0.48% Add +3.0% 9,201 $6.3M
SG Americas Securities, LLC 0.02% Reduce -91.2% 9,160 $6.3M
Hillsdale Investment Management Inc. 0.19% Add +80.8% 9,132 $6.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.16% Reduce -0.3% 9,116 $6.2M
Guinness Atkinson Asset Management Inc 2.92% Reduce -7.9% 8,839 $6.1M
CX Institutional 0.19% Reduce -5.9% 8,948 $6.1M
Northwestern Mutual Investment Management Company, LLC 0.09% Reduce -0.3% 8,891 $6.1M
Whittier Trust Co. 0.07% Reduce -1.6% 8,885 $6.0M
Altrafin AG 1.91% Reduce -3.2% 8,831 $6.0M
Vest Financial, LLC 0.08% Add +41.5% 8,785 $6.0M
M. Kulyk & Associates, LLC 1.21% Add +7.5% 8,703 $5.9M
AE Wealth Management LLC 0.04% Add +16.2% 8,669 $5.9M
Oxbow Advisors, LLC 0.56% New 8,658 $5.9M
Prime Capital Investment Advisors, LLC 0.07% Reduce -4.1% 8,639 $5.9M
Donaldson Capital Management, LLC 0.19% Reduce -10.0% 8,604 $5.9M
Coldstream Capital Management Inc. 0.08% Add +4.0% 8,598 $5.9M
Governors Lane LP 0.82% New 8,580 $5.9M
CreativeOne Wealth, LLC 0.14% Reduce -14.7% 8,540 $5.8M
FourThought Financial Partners, LLC 0.51% Add +8.6% 8,511 $5.8M
Greenleaf Trust 0.05% Reduce -0.8% 8,454 $5.8M
Letson Investment Management, Inc. 2.06% Reduce -0.3% 8,407 $5.7M
Two Sigma Investments, LP 0.01% Reduce -96.8% 8,386 $5.7M
GC Wealth Management RIA, LLC 0.19% Add +127.5% 8,375 $5.7M
Stanley-Laman Group, Ltd. 0.81% Add +0.6% 8,364 $5.7M
Beacon Investment Advisors LLC 2.33% Add +0.7% 8,325 $5.7M
Diversify Wealth Management, LLC 0.33% Add +10.0% 8,395 $5.7M
Empower Advisory Group, LLC 0.02% Reduce -0.4% 8,312 $5.7M
Rench Wealth Management, Inc. 1.66% Add +1.2% 8,293 $5.7M
Snowden Capital Advisors LLC 0.15% Add +3.6% 8,237 $5.6M
Jennison Associates LLC 0.00% Add +19.6% 8,220 $5.6M
Soros Fund Management 0.13% New 8,191 $5.6M
Sumitomo Life Insurance Co. 0.17% Reduce -2.0% 8,136 $5.6M
Voleon Capital Management LP 0.14% Reduce -48.6% 8,106 $5.5M
Arcadia Investment Management Corp. 0.85% Reduce -3.6% 8,096 $5.5M
Jump Financial, LLC 0.07% Reduce -45.3% 8,091 $5.5M
Harbour Capital Advisors, LLC 1.13% Reduce -2.3% 8,376 $5.5M
Scholtz & Company, LLC 2.40% Add +3.1% 8,008 $5.5M
L. Roy Papp & Associates, LLP 0.61% Add +5.2% 8,003 $5.5M
First Foundation Advisors 0.20% Reduce -10.2% 8,002 $5.5M
Composition Wealth, LLC 0.08% Reduce -7.2% 8,000 $5.5M
Conning Inc. 0.19% Add +4.2% 7,996 $5.5M
Cumberland Partners Ltd 0.36% New 7,965 $5.4M
Pittenger & Anderson Inc. 0.20% Add +301.2% 7,887 $5.4M
Boit C F David 2.43% Add +19.9% 7,850 $5.4M
Burling Wealth Partners, LLC 0.89% Add +9.2% 7,840 $5.4M
Linden Thomas Advisory Services, LLC 0.54% Add +1.5% 7,837 $5.4M
Taikang Asset Management (Hong Kong) Co Ltd 0.59% Reduce -14.7% 7,789 $5.3M
First Western Trust Bank 0.24% Reduce -4.2% 7,747 $5.3M
Accuvest Global Advisors 3.29% New 7,729 $5.3M
Evergreen Private Wealth LLC 2.12% Reduce -1.8% 7,675 $5.2M
Howard Capital Management, LLC 0.07% Reduce -1.0% 7,606 $5.2M
Insight Holdings Group, LLC 0.32% Reduce -33.3% 7,600 $5.2M
Sand Hill Global Advisors, LLC 0.18% Reduce -2.0% 7,578 $5.2M
Commerzbank Aktiengesellschaft 0.11% Add +223.0% 7,564 $5.2M
Mufg Securities Americas Inc. 0.33% Add +21.4% 7,522 $5.1M
Godshalk Welsh Capital Management, Inc. 2.93% Reduce -0.5% 7,475 $5.1M
Redmond Asset Management, LLC 1.25% Reduce -1.4% 7,459 $5.1M
Employees Retirement System of Texas 0.05% Add +65.5% 7,389 $5.0M
Baer Investment Advisory LLC 6.26% Add +59.8% 7,332 $5.0M
Kentucky Retirement Systems Insurance Trust Fund 0.32% Reduce -3.3% 7,186 $4.9M
Axxcess Wealth Management, LLC 0.10% Reduce -10.6% 7,171 $4.9M
Whitford Management LLC 4.93% Add +47.0% 7,168 $4.9M
Allen Capital Group, LLC 0.47% Add +13.7% 7,136 $4.9M
Mission Creek Capital Partners, Inc. 0.96% Add +15.6% 7,122 $4.9M
Bogart Wealth, LLC 0.20% Add +9501.4% 7,105 $4.9M
Twin Capital Management Inc. 0.61% Reduce -24.7% 7,082 $4.8M
Leonteq Securities AG 0.26% Add +1072.7% 7,048 $4.8M
Shell Asset Management Co. 0.48% Reduce -71.3% 7,046 $4.8M
FUKOKU MUTUAL LIFE INSURANCE Co 0.30% No change 7,037 $4.8M
Thompson Siegel & Walmsley LLC 0.08% New 7,027 $4.8M
Dorsey Wright & Associates 1.07% Add +5.6% 7,020 $4.8M
Ostrum Asset Management 0.21% Add +69.0% 7,001 $4.8M
Interval Partners, LP 0.10% Reduce -56.0% 7,000 $4.8M
GAMCO Investors 0.05% Reduce -0.6% 6,947 $4.7M
Cohen Investment Advisors LLC 2.30% Add +2.7% 6,939 $4.7M
Vise Technologies, Inc. 0.18% Add +8.4% 6,930 $4.7M
Watchman Group, Inc. 1.14% Add +0.7% 6,894 $4.7M
Stokes Capital Advisors, LLC 1.09% Reduce -0.8% 6,874 $4.7M
LGT Fund Management Co Ltd. 0.38% Add +25.6% 6,907 $4.7M
Phoenix Financial Ltd. 0.06% Reduce -50.7% 6,839 $4.7M
Princeton Global Asset Management LLC 0.77% Add +65.2% 6,803 $4.6M
ABN AMRO Bank N.V. 0.05% Add +27.4% 6,817 $4.6M
Independent Advisor Alliance 0.12% Reduce -33.4% 6,767 $4.6M
Pitcairn Co. 0.36% Reduce -28.2% 6,753 $4.6M
Alps Advisors Inc. 0.03% Add +12.2% 6,690 $4.6M
Meeder Advisory Services, Inc. 0.21% Reduce -0.1% 6,669 $4.6M
Quadrant Capital Group LLC 0.15% Add +0.1% 6,618 $4.5M
Two Sigma Advisers, LP 0.01% Reduce -98.5% 6,600 $4.5M
Praxis Investment Management Inc. 0.27% No change 6,540 $4.5M
Vestmark Advisory Solutions, Inc. 0.08% Add +2.2% 6,442 $4.4M
Cypress Capital Group 0.52% Reduce -0.1% 6,420 $4.4M
Parsons Capital Management Inc. 0.25% Reduce -0.9% 6,401 $4.4M
Fourpath Capital Management, LLC 0.62% Add +0.1% 6,364 $4.3M
MUFG Securities EMEA plc 0.11% Add +109.5% 6,339 $4.3M
Legal Advantage Investments, Inc. 1.94% Reduce -8.7% 6,301 $4.3M
Agf Management Ltd. 0.02% Add +12.3% 6,296 $4.3M
TD Private Client Wealth LLC 0.10% Add +1.4% 6,182 $4.2M
Weil Company, Inc. 1.01% Reduce -1.9% 6,170 $4.2M
Private Capital Advisors, Inc. 0.47% No change 6,150 $4.2M
Perigon Wealth Management, LLC 0.09% Add +10.6% 6,147 $4.2M
Signaturefd, LLC 0.07% Add +0.8% 6,104 $4.2M
Insight Wealth Strategies, LLC 0.49% Add +85.1% 6,092 $4.2M
Harbor Capital Advisors, Inc. 0.32% Add +1.5% 6,024 $4.1M
Cyndeo Wealth Partners, LLC 0.23% Reduce -2.3% 6,023 $4.1M
BOK Financial Private Wealth, Inc. 0.26% Reduce -0.3% 6,014 $4.1M
Silphium Asset Management Ltd 1.21% Reduce -29.1% 5,982 $4.1M
TD Waterhouse Canada Inc. 0.03% Reduce -38.4% 6,006 $4.1M
Evoke Wealth, LLC 0.08% Reduce -15.7% 5,963 $4.1M
PFG Advisors 0.17% Add +15.4% 5,948 $4.1M
Hohimer Wealth Management, LLC 0.57% Reduce -14.1% 5,944 $4.1M
Flputnam Investment Management Co. 0.06% Reduce -1.3% 5,931 $4.1M
Brasada Capital Management, LP 0.69% Add +4.8% 5,927 $4.0M
Scharf Investments, LLC 0.10% Reduce -1.4% 5,906 $4.0M
GAMMA Investing LLC 0.22% Add +2.0% 5,894 $4.0M
Hilltop Holdings Inc. 0.21% Reduce -2.5% 5,831 $4.0M
J.W. Cole Advisors, Inc. 0.08% Reduce -27.4% 5,791 $4.0M
Ashton Thomas Private Wealth, LLC 0.10% Add +3.3% 5,750 $3.9M
S&co Inc. 0.24% No change 5,750 $3.9M
Banque Pictet & Cie SA 0.04% New 5,739 $3.9M
Mather Group, Llc. 0.04% Add +2.4% 5,737 $3.9M
Martin Capital Advisors, LLP 2.35% Add +0.2% 5,702 $3.9M
Concurrent Investment Advisors, LLC 0.07% Add +1.4% 5,665 $3.9M
Hancock Whitney Corp. 0.07% Reduce -1.4% 5,657 $3.9M
Kornitzer Capital Management Inc. 0.08% Add +41.9% 5,651 $3.9M
Clearstead Advisors, LLC 0.06% Add +25.4% 5,626 $3.8M
Roberts Wealth Advisors, LLC 1.02% Reduce -0.8% 5,612 $3.8M
Karani Asset Management LLC 3.25% Add +2.7% 5,573 $3.8M
Evergreen Capital Management LLC 0.09% Add +8.1% 5,563 $3.8M
WINTON GROUP Ltd 0.14% New 5,542 $3.8M
L & S Advisors Inc 0.40% Add +1.8% 5,541 $3.8M
Principal Securities, Inc. 0.06% Add +18.3% 5,537 $3.8M
Dash Acquisitions Inc. 0.75% New 5,743 $3.8M
Two Point Capital Management, Inc. 1.50% Reduce -0.6% 5,473 $3.7M
Decatur Capital Management, Inc. 1.48% Add +8.9% 5,446 $3.7M
Ritholtz Wealth Management 0.07% Add +8.0% 5,416 $3.7M
Monograph Wealth Advisors, LLC 0.37% Reduce -17.0% 5,414 $3.7M
Unique Wealth, LLC 0.54% Reduce -0.3% 5,413 $3.7M
Equitable Trust Co. 0.17% Reduce -1.4% 5,357 $3.7M
First Bank & Trust 0.61% No change 5,350 $3.7M
Logan Capital Management Inc. 0.15% Add +2.8% 5,334 $3.6M
NewEdge Wealth, LLC 0.05% Reduce -3.4% 5,550 $3.6M
Advent International, L.P. 0.07% No change 5,318 $3.6M
MASTERINVEST Kapitalanlage GmbH 0.35% Add +6.7% 5,270 $3.6M
Generali Investments CEE, investicni spolecnost, a.s. 0.27% Reduce -4.2% 5,253 $3.6M
Roundview Capital LLC 0.23% Add +2.2% 5,240 $3.6M
Oak Harvest Investment Services 0.42% Add +0.7% 5,213 $3.6M
Beacon Pointe Advisors, LLC 0.03% Add +1.3% 5,208 $3.6M
Onex Canada Asset Management Inc. 0.45% Reduce -0.9% 5,202 $3.6M
Ballentine Partners, LLC 0.05% Reduce -0.4% 5,191 $3.5M
Rational Advisors, Inc. 0.37% Add +7094.4% 5,180 $3.5M
Guardian Capital LP 0.11% Reduce -1.8% 5,171 $3.5M
Long Road Investment Counsel, LLC 1.25% No change 5,170 $3.5M
Synovus Financial Corp. 0.04% Add +43.2% 5,155 $3.5M
Ted Buchan & Co 1.38% Add +20.3% 5,151 $3.5M
S.A. Mason LLC 1.55% No change 5,135 $3.5M
GTS Securities LLC 0.13% Add +456.3% 5,057 $3.5M
CENTRAL TRUST Co 0.07% Reduce -0.6% 5,000 $3.4M
Viking Fund Management LLC 0.41% No change 5,000 $3.4M
Scotia Capital Inc. 0.01% Reduce -7.7% 4,992 $3.4M
Davidson Capital Management Inc. 0.76% Reduce -0.3% 4,980 $3.4M
Katamaran Capital LLP 3.10% New 4,975 $3.4M
Guardian Partners Inc. 0.29% Add +1.3% 4,967 $3.4M
Aljian Capital Management, LLC 0.68% Reduce -15.4% 4,932 $3.4M
Icon Wealth Advisors, LLC 0.23% Add +81.2% 4,895 $3.3M
Smartleaf Asset Management LLC 0.21% Add +24.4% 4,804 $3.3M
Frank, Rimerman Advisors LLC 0.21% Reduce -0.3% 4,880 $3.3M
Welch & Forbes LLC 0.04% Reduce -0.3% 4,851 $3.3M
Mirova US LLC 0.03% Add +50.8% 4,851 $3.3M
Pacific Point Advisors, LLC 1.92% Reduce -11.1% 4,830 $3.3M
Compass Wealth Management LLC 0.73% Reduce -1.5% 4,795 $3.3M
Harrington Investments, INC 1.63% No change 4,794 $3.3M
City Holding Co. 0.41% Reduce -12.1% 4,760 $3.3M
Twin Tree Management, LP 0.15% New 4,759 $3.2M
Kirtland Hills Capital Management, LLC 1.27% Reduce -1.8% 4,715 $3.2M
Fairbanks Capital Management, Inc. 1.73% No change 4,673 $3.2M
Illumine Investment Management, LLC 2.27% Reduce -2.3% 4,666 $3.2M
Independent Solutions Wealth Management, LLC 0.57% Add +1.8% 4,665 $3.2M
Dark Forest Capital Management LP 0.12% Reduce -44.1% 4,661 $3.2M
Biltmore Family Office, LLC 0.45% Add +1.0% 4,635 $3.2M
NorthRock Partners, LLC 0.06% Add +27.0% 4,629 $3.2M
Lord, Abbett & Co. LLC 0.01% Reduce -91.5% 4,618 $3.2M
World Investment Advisors 0.06% Add +103.9% 4,612 $3.1M
RVW Wealth, LLC 0.25% No change 4,597 $3.1M
Chilton Investment Co. Inc. 0.06% Add +2.8% 4,592 $3.1M
Rwa Wealth Partners, LLC 0.04% Add +26.4% 4,568 $3.1M
Allworth Financial LP 0.01% Reduce -20.3% 4,519 $3.1M
Chatham Capital Group, Inc. 0.44% Reduce -0.7% 4,493 $3.1M
Mission Wealth Management, LP 0.06% Reduce -48.3% 4,433 $3.0M
MV Capital Management, Inc. 0.29% Add +8.2% 4,432 $3.0M
Pinkerton Wealth, LLC 0.33% Add +16.7% 4,431 $3.0M
Capital Asset Advisory Services LLC 0.13% Reduce -4.3% 4,408 $3.0M
Avestar Capital, LLC 0.21% Reduce -4.5% 4,401 $3.0M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.11% Add +120.0% 4,400 $3.0M
Jain Global LLC 0.04% New 4,392 $3.0M
Krilogy Financial LLC 0.11% New 4,540 $3.0M
J. Safra Sarasin Holding AG 0.05% Reduce -29.1% 4,352 $3.0M
Ironwood Financial, llc 0.52% No change 4,336 $3.0M
Brevan Howard Capital Management LP 0.04% Reduce -69.8% 4,335 $3.0M
Peloton Wealth Strategists 1.19% Reduce -3.6% 4,299 $2.9M
Prospera Financial Services Inc 0.05% Add +18.9% 4,294 $2.9M
Petredis Investment Advisors LLC 0.24% Reduce -1.4% 4,290 $2.9M
ICICI Prudential Asset Management Co Ltd 0.31% Add +22.6% 4,283 $2.9M
Argonautica Private Wealth Management, Inc. 0.85% Add +0.1% 4,282 $2.9M
Focus Partners Advisor Solutions, LLC 0.03% Add +31.9% 4,354 $2.9M
Sanders Morris Harris LLC 0.39% New 4,271 $2.9M
Spire Wealth Management 0.10% Reduce -55.7% 4,249 $2.9M
STF Management LP 1.07% Reduce -2.5% 4,235 $2.9M
Herold Advisors, Inc. 0.67% Add +25.2% 4,232 $2.9M
Caisse Des Depots Et Consignations 0.12% Add +373.5% 4,219 $2.9M
Brighton Jones LLC 0.07% Add +3.5% 4,194 $2.9M
Baader Bank Aktiengesellschaft 0.24% Reduce -15.6% 4,190 $2.8M
Wedmont Private Capital 0.11% Add +0.1% 4,316 $2.8M
Diversify Advisory Services, LLC 0.10% Add +11.0% 4,200 $2.8M
Scott & Selber, Inc. 0.72% Reduce -2.0% 4,155 $2.8M
Cloverfields Capital Group, LP 0.89% Add +0.4% 4,148 $2.8M
Brown Brothers Harriman & Co. 0.02% Reduce -23.3% 4,105 $2.8M
Freedom Day Solutions, LLC 0.76% Add +1.7% 4,090 $2.8M
Angeles Wealth Management, LLC 0.17% Add +367.7% 4,069 $2.8M
MIG Capital, LLC 0.40% Add +48.3% 4,043 $2.8M
Old National Bancorp 0.05% Reduce -1.9% 4,030 $2.8M
Cache Advisors, LLC 0.48% No change 4,017 $2.7M
Machina Capital S.A.S. 0.48% Reduce -28.8% 4,011 $2.7M
Kentucky Farm Bureau Mutual Insurance Co 0.67% No change 4,000 $2.7M
Financial Gravity Asset Management, Inc. 0.54% — 3,985 $2.7M
Syon Capital LLC 0.15% Add +9.7% 3,970 $2.7M
Checchi Capital Advisers, LLC 0.19% Reduce -11.8% 3,958 $2.7M
Value Partners Investments Inc. 0.22% Add +2.1% 3,946 $2.7M
Parr McKnight Wealth Management Group, LLC 0.35% Add +3.0% 3,941 $2.7M
AXS Investments LLC 0.85% Add +4.2% 3,930 $2.7M
Ossiam 0.03% Reduce -8.6% 3,918 $2.7M
Brooklyn Investment Group 0.36% Reduce -3.8% 3,432 $2.7M
Groupama Asset Managment 0.04% Add +113.9% 3,874 $2.6M
Cannell & Spears LLC 0.05% Add +0.4% 3,868 $2.6M
Landscape Capital Management, L.L.C. 0.17% Reduce -35.6% 3,865 $2.6M
Inlet Private Wealth, LLC 0.59% Add +0.6% 3,842 $2.6M
Lighthouse Investment Partners, LLC 0.09% New 3,820 $2.6M
Compound Planning, Inc. 0.08% Add +5.3% 3,818 $2.6M
Essex Investment Management Co. LLC 0.40% No change 3,814 $2.6M
Norden Group LLC 0.26% Add +70.8% 3,809 $2.6M
Summit Financial, LLC 0.04% Add +2.4% 3,801 $2.6M
Harfst & Associates, Inc. 0.48% Add +0.8% 3,796 $2.6M
Rakuten Investment Management, Inc. 0.01% — 8,308 $2.6M
Fifth Third Wealth Advisors LLC 0.10% Add +9.4% 3,776 $2.6M
Sagespring Wealth Partners, LLC 0.05% Reduce -3.9% 3,735 $2.6M
AlphaCore Capital LLC 0.09% Add +15.1% 3,722 $2.5M
Savvy Advisors, Inc. 0.12% Add +8.9% 3,711 $2.5M
HighPoint Advisor Group LLC 0.12% Add +4.2% 3,653 $2.5M
Whittier Trust Co. of Nevada Inc. 0.05% Reduce -1.9% 3,663 $2.5M
Caxton Associates LLP 0.07% Reduce -34.0% 3,643 $2.5M
Jacobi Capital Management LLC 0.15% Add +0.5% 3,620 $2.5M
Central Pacific Bank - Trust Division 0.31% Reduce -3.8% 3,603 $2.5M
Calamos Wealth Management LLC 0.09% Reduce -1.1% 3,599 $2.5M
Congress Asset Management Co. 0.02% Add +11.3% 3,595 $2.5M
Willow Creek Wealth Management Inc. 0.20% No change 3,591 $2.5M
Concord Asset Management, LLC 0.44% Add +26.8% 3,564 $2.4M
Naviter Wealth, LLC 0.28% Add +4.1% 3,532 $2.4M
IFP Advisors, Inc 0.06% Reduce -2.6% 3,513 $2.4M
Concord Wealth Partners 0.33% Add +24.6% 3,503 $2.4M
Circle Wealth Management, LLC 0.05% Reduce -8.9% 3,501 $2.4M
Game Creek Capital, LP 1.03% Add +6.1% 3,500 $2.4M
BDF-Gestion 0.28% Reduce -17.3% 3,498 $2.4M
Ledyard National Bank 0.21% Add +1.1% 3,478 $2.4M
Aaron Wealth Advisors LLC 0.14% Add +66.6% 3,457 $2.4M
Savant Capital, LLC 0.01% Reduce -0.7% 3,455 $2.4M
Venturi Wealth Management, LLC 0.11% Reduce -19.4% 3,436 $2.3M
Sig Brokerage, LP 0.59% New 3,434 $2.3M
Element Squared LLC 1.33% New 3,420 $2.3M
Forvis Mazars Wealth Advisors, LLC 0.05% Add +0.4% 3,411 $2.3M
Boston Trust Walden Corp 0.02% No change 3,409 $2.3M
Berger Financial Group, Inc 0.14% Reduce -1.2% 3,381 $2.3M
Everhart Financial Group, Inc. 0.23% Add +0.0% 3,379 $2.3M
Penserra Capital Management LLC 0.03% Reduce -7.4% 3,374 $2.3M
Tilia Fiduciary Partners, Inc. 1.32% Add +1.9% 3,351 $2.3M
Wedbush Securities Inc. 0.07% Add +63.9% 3,342 $2.3M
Bryn Mawr Trust Advisors, LLC 0.11% Add +181.4% 3,340 $2.3M
Fairfield, Bush & Co. 1.17% Reduce -1.8% 3,338 $2.3M
Integrated Wealth Concepts LLC 0.02% Add +12.4% 3,335 $2.3M
Ellis Investment Partners, LLC 0.41% Reduce -0.0% 3,334 $2.3M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.09% Reduce -43.1% 3,300 $2.3M
Gateway Investment Advisers LLC 0.02% Reduce -4.0% 3,300 $2.3M
RMR Wealth Builders 0.19% Add +7.0% 3,291 $2.2M
Gladstone Institutional Advisory LLC 0.09% Reduce -7.1% 3,274 $2.2M
Clean Yield Group 0.63% Reduce -0.5% 3,271 $2.2M
UNIVEST FINANCIAL Corp 0.12% Reduce -2.8% 3,265 $2.2M
Townsquare Capital LLC 0.34% Reduce -16.8% 3,247 $2.2M
Valmark Advisers, Inc. 0.03% Reduce -2.6% 3,242 $2.2M
RB Capital Management, LLC 0.48% Add +1.5% 3,238 $2.2M
GM Advisory Group, LLC 0.09% Add +0.1% 3,232 $2.2M
Trust Asset Management LLC 0.15% No change 3,221 $2.2M
Analyst IMS Investment Management Services Ltd. 0.07% No change 3,191 $2.2M
Kestra Investment Management, LLC 0.06% Add +496.3% 3,190 $2.2M
Ascent Group, LLC 0.08% Add +49.0% 3,177 $2.2M
Caldwell Sutter Capital, Inc. 0.92% Reduce -0.9% 3,170 $2.2M
Signature Wealth Management Group 0.84% Reduce -1.6% 3,167 $2.2M
Scratch Capital LLC 1.41% Reduce -10.8% 3,125 $2.1M
Crestwood Advisors Group, LLC 0.04% Add +5.7% 3,114 $2.1M
Meeder Asset Management Inc. 0.12% Add +1.5% 3,110 $2.1M
Harel Insurance Investments & Financial Services Ltd. 0.02% Reduce -2.9% 3,099 $2.1M
Stock Yards Bank & Trust Co. 0.07% Add +0.5% 3,093 $2.1M
Portside Wealth Group, LLC 0.29% Add +285.8% 3,090 $2.1M
OneDigital Investment Advisors LLC 0.02% Reduce -7.8% 3,064 $2.1M
Qtron Investments LLC 0.26% No change 3,059 $2.1M
GeoWealth Management, LLC 0.08% Reduce -0.9% 3,058 $2.1M
Baker Avenue Asset Management, LP 0.05% Add +5.6% 3,041 $2.1M
Stiles Financial Services Inc 0.65% Reduce -1.0% 3,034 $2.1M
Pallas Capital Advisors LLC 0.08% Add +91.3% 3,030 $2.1M
Outfitters Financial LLC 1.67% Reduce -3.2% 3,023 $2.1M
Pinnacle Associates Ltd. 0.03% Reduce -0.7% 3,008 $2.1M
SWS Partners 0.49% New 2,965 $2.0M
Meiji Yasuda Asset Management Co Ltd. 0.10% Add +12.6% 2,947 $2.0M
Darwin Wealth Management, LLC 0.64% Add +0.4% 2,939 $2.0M
Valley National Advisers Inc. 0.31% Add +4721.3% 2,941 $2.0M
Meiji Yasuda Life Insurance Co 0.06% Reduce -9.6% 2,919 $2.0M
Abacus Planning Group, Inc. 0.27% Add +0.9% 2,894 $2.0M
Eisler Capital Management Ltd. 0.04% Add +2252.3% 3,058 $2.0M
Eads & Heald Wealth Management 0.94% Add +0.7% 2,891 $2.0M
Perpetual Ltd 0.02% Add +86.7% 2,874 $2.0M
Cohen Capital Management, Inc. 0.30% Reduce -32.8% 2,865 $2.0M
FSM Wealth Advisors, LLC 0.27% Add +2.0% 2,827 $1.9M
Net Worth Advisory Group 0.55% Reduce -11.9% 2,801 $1.9M
Conway Capital Management, Inc. 0.80% Reduce -16.7% 2,795 $1.9M
CSM Advisors, LLC 0.05% Add +859.3% 2,782 $1.9M
Barings LLC 0.04% Add +914.7% 2,760 $1.9M
Novare Capital Management LLC 0.14% Add +3.2% 2,754 $1.9M
Tribridge Partners Financial LLC 0.86% New 2,748 $1.9M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.20% No change 2,740 $1.9M
Dynasty Wealth Management, LLC 0.02% Reduce -15.6% 2,723 $1.9M
Grant Private Wealth Management Inc 1.15% New 2,719 $1.9M
Dorsey & Whitney Trust CO LLC 0.10% Add +1.6% 2,717 $1.9M
Keel Point, LLC 0.11% Reduce -46.1% 2,715 $1.9M
Moss Adams Wealth Advisors LLC 0.14% Add +0.5% 2,709 $1.9M
Argent Trust Co 0.07% Reduce -1.9% 2,703 $1.8M
Personal Cfo Solutions, LLC 0.32% Add +34.4% 2,687 $1.8M
Cigna Investments Inc. 0.26% Reduce -0.7% 2,676 $1.8M
Cullinan Associates Inc. 0.12% Reduce -4.5% 2,645 $1.8M
Scissortail Wealth Management, LLC 0.39% No change 2,640 $1.8M
SVB Wealth LLC 0.10% Reduce -16.2% 2,633 $1.8M
BankPlus Trust Department 0.48% No change 2,627 $1.8M
Silicon Valley Capital Partners 0.17% Add +0.1% 2,619 $1.8M
Generali Investments, Management Co LLC 0.37% No change 2,604 $1.8M
University of Texas/Texas Am Investment Management Co. 0.26% Add +324.4% 2,593 $1.8M
Anchor Investment Management, LLC 0.15% Add +2.5% 2,587 $1.8M
Modera Wealth Management, LLC 0.02% Add +0.8% 2,587 $1.8M
Family Legacy, Inc. 0.54% Add +1.4% 2,572 $1.8M
Cadence Bank 0.11% Add +0.6% 2,572 $1.8M
Jacobson & Schmitt Advisors, LLC 0.30% Reduce -8.6% 2,539 $1.7M
Valeo Financial Advisors, LLC 0.04% Reduce -4.3% 2,515 $1.7M
GLOBALT Investments LLC / GA 0.06% New 2,514 $1.7M
First Citizens Bank & Trust Co. 0.04% Reduce -3.9% 2,510 $1.7M
Capital Planning Advisors, LLC 0.23% Add +12.1% 2,506 $1.7M
Elmwood Wealth Management, Inc. 0.61% Add +1.8% 2,506 $1.7M
CPC Advisors, LLC 0.18% New 2,494 $1.7M
Moneta Group Investment Advisors LLC 0.01% Add +3.9% 2,488 $1.7M
Centiva Capital, LP 0.16% New 2,466 $1.7M
Papamarkou Wellner Asset Management inc. 1.04% No change 2,461 $1.7M
Quintet Private Bank (Europe) S.A. 0.09% Reduce -3.9% 2,457 $1.7M
USA Financial Formulas 0.29% New 2,452 $1.7M
Roberts Glore & Co. Inc. 0.45% Reduce -0.7% 2,435 $1.7M
Thoroughbred Financial Services, LLC 0.10% Reduce -43.9% 2,432 $1.7M
Fulton Bank, N.A. 0.06% Reduce -3.6% 2,426 $1.7M
Arkadios Wealth Advisors 0.04% Reduce -0.2% 2,426 $1.7M
Global Retirement Partners, LLC 0.04% Add +16.4% 2,409 $1.6M
Ironwood Investment Counsel, LLC 0.24% Reduce -0.1% 2,392 $1.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +4.5% 2,392 $1.6M
Symphony Financial, Ltd. Co. 0.20% Reduce -59.7% 2,375 $1.6M
Sompo Asset Management Co., Ltd. 0.28% Reduce -14.1% 2,380 $1.6M
Chesley Taft & Associates LLC 0.07% Add +0.3% 2,370 $1.6M
Citizens National Bank Trust Department 0.29% Reduce -0.4% 2,368 $1.6M
Grove Bank & Trust 0.19% Add +137.7% 2,363 $1.6M
Virtue Capital Management, LLC 0.26% Add +744.2% 19,779 $1.6M
Choate Investment Advisors 0.03% Add +1.4% 2,350 $1.6M
Duncker Streett & Co. Inc. 0.28% No change 2,347 $1.6M
Peak Asset Management, LLC 0.28% No change 2,345 $1.6M
Summit Wealth Group LLC / Co. 0.17% New 3,249 $1.6M
Atlantic Union Bankshares Corp 0.03% Add +593.5% 2,330 $1.6M
Main Management ETF Advisors, LLC 0.06% New 2,325 $1.6M
Promus Capital, LLC 1.01% Reduce -0.3% 2,307 $1.6M
Virtus Investment Advisers, LLC 0.45% New 2,296 $1.6M
Wealth Alliance, LLC 0.16% Add +8.3% 2,295 $1.6M
Capital & Planning, LLC 0.97% Add +0.5% 2,293 $1.6M
Accretive Wealth Partners, LLC 0.47% Add +10.7% 2,268 $1.5M
Premier Path Wealth Partners, LLC 0.20% Add +1.3% 2,264 $1.5M
Cookson Peirce & Co. Inc. 0.06% Add +15.4% 2,251 $1.5M
Equitable Holdings, Inc. 0.01% Add +5.9% 2,244 $1.5M
Advisor OS, LLC 0.13% Reduce -1.6% 2,235 $1.5M
Arlington Trust Co LLC 0.27% Reduce -0.1% 2,232 $1.5M
Journey Strategic Wealth LLC 0.04% Add +10.9% 2,229 $1.5M
Great Diamond Partners, LLC 0.29% Add +16.2% 2,227 $1.5M
Stonehage Fleming Financial Services Holdings Ltd 0.04% No change 2,220 $1.5M
Lanark Financial, Inc. 0.12% Add +1529.4% 2,216 $1.5M
Quent Capital, LLC 0.13% Add +0.4% 2,214 $1.5M
StoneX Group Inc. 0.07% Reduce -3.6% 2,189 $1.5M
Elevation Point Wealth Partners, LLC 0.10% Add +222.9% 2,183 $1.5M
ROI Financial Advisors, LLC 0.89% Reduce -4.9% 2,181 $1.5M
McRae Capital Management Inc. 0.30% Reduce -0.5% 2,177 $1.5M
Smith Salley Wealth Management 0.08% Reduce -0.8% 2,172 $1.5M
HighVista Strategies LLC 0.36% Reduce -33.7% 2,163 $1.5M
Trueblood Wealth Management, LLC 0.58% Add +5.8% 2,163 $1.5M
Mirabella Financial Services LLP 0.13% Add +9.9% 2,161 $1.5M
Quotient Wealth Partners, LLC 0.04% Reduce -6.8% 2,153 $1.5M
Alpha Family Trust 0.69% No change 2,150 $1.5M
Nicholson Wealth Management Group, LLC 0.86% New 2,145 $1.5M
Convergence Financial, LLC 0.22% Reduce -2.5% 2,120 $1.4M
Jefferies Financial Group Inc. 0.01% Reduce -97.2% 2,113 $1.4M
Precedent Wealth Partners, LLC 0.32% Add +13.5% 2,110 $1.4M
Flagship Harbor Advisors, LLC 0.06% Add +6.0% 2,099 $1.4M
SHUTTLEWORTH & Co 1.30% — 2,093 $1.4M
Stance Capital LLC 0.52% Add +20.4% 2,080 $1.4M
Asset Dedication, LLC 0.10% Reduce -1.7% 2,079 $1.4M
Motiv8 Investments LLC 0.75% Add +0.7% 2,074 $1.4M
Quantitative Investment Management, LLC 0.20% Reduce -9.6% 2,068 $1.4M
Procyon Advisors, LLC 0.08% Reduce -11.6% 2,064 $1.4M
Waterway Wealth Management, LLC 0.34% New 2,064 $1.4M
Focus Financial Network, Inc. 0.05% Reduce -8.6% 2,061 $1.4M
Southeast Asset Advisors, LLC 0.15% Add +129.4% 2,058 $1.4M
Founders Financial Securities LLC 0.10% Add +27.8% 2,051 $1.4M
Transcend Capital Advisors, LLC 0.10% Reduce -7.0% 2,042 $1.4M
Capital Investment Advisors, LLC 0.02% Reduce -2.9% 2,034 $1.4M
Oarsman Capital, Inc. 0.19% Add +1.8% 2,031 $1.4M
Mirador Capital Partners LP 0.20% No change 2,022 $1.4M
Cooper Financial Group 0.15% Add +14.7% 2,020 $1.4M
Byrne Financial Freedom, LLC 0.69% Reduce -0.1% 2,018 $1.4M
United Asset Strategies, Inc. 0.11% Reduce -2.5% 2,016 $1.4M
BSW Wealth Partners 0.17% Add +4.8% 2,011 $1.4M
Sowell Financial Services LLC 0.05% Add +4.0% 2,008 $1.4M
Edgemoor Investment Advisors, Inc. 0.11% New 2,007 $1.4M
Optas, LLC 0.23% Add +0.1% 2,006 $1.4M
Liberty Wealth Management LLC 0.19% Add +1.1% 2,004 $1.4M
Wealthspire Advisors, LLC 0.01% Reduce -14.8% 2,000 $1.4M
Mutual Advisors, LLC 0.03% Add +4.1% 2,010 $1.4M
Koss-Olinger Consulting, LLC 0.11% No change 1,729 $1.4M
BNP Paribas 0.04% Reduce -12.6% 1,959 $1.4M
DB Fitzpatrick & Co, Inc 1.23% Reduce -2.0% 1,990 $1.4M
GMO 0.00% Add +21.4% 1,989 $1.4M
Elevate Capital Advisors, LLC 0.95% New 1,986 $1.4M
First Financial Bankshares Inc 0.03% New 1,979 $1.4M
Compagnie Lombard Odier SCmA 0.01% Reduce -12.9% 1,973 $1.3M
Austin Private Wealth, LLC 0.10% Reduce -3.9% 1,969 $1.3M
Fidelis Capital Partners, LLC 0.10% Add +1.1% 1,968 $1.3M
Pinnacle Wealth Planning Services, Inc. 0.16% Add +4.9% 1,959 $1.3M
BAM Wealth Management, LLC 1.03% — 1,955 $1.3M
FSA Wealth Management LLC 0.49% Reduce -2.3% 1,954 $1.3M
Insigneo Advisory Services, LLC 0.09% Add +33.7% 1,953 $1.3M
Forum Financial Management, LP 0.02% Add +25.6% 1,940 $1.3M
Wallace Hart LLC 0.97% Reduce -3.1% 1,940 $1.3M
Legacy Trust 0.26% Add +13.1% 1,938 $1.3M
Zhang Financial LLC 0.05% Add +1.1% 1,937 $1.3M
Intrust Bank NA 0.11% Reduce -4.3% 1,925 $1.3M
RFG Advisory, LLC 0.03% Reduce -6.9% 1,914 $1.3M
Scientech Research LLC 0.45% Add +1.7% 1,908 $1.3M
Greykasell Wealth Strategies, Inc. 0.55% Add +2.8% 1,907 $1.3M
Nicolet Bankshares Inc. 0.21% Add +14.9% 1,903 $1.3M
Barbara Oil Co. 0.48% No change 1,900 $1.3M
Trust Point Inc. 0.10% Reduce -4.1% 1,887 $1.3M
Ramirez Asset Management, Inc. 0.18% No change 1,880 $1.3M
Old Port Advisors 0.32% Reduce -0.8% 1,878 $1.3M
CVFG LLC 0.93% Reduce -1.1% 1,877 $1.3M
RiverPark Advisors, LLC 0.98% Reduce -7.7% 1,874 $1.3M
Trek Financial, LLC 0.08% Reduce -79.8% 1,873 $1.3M
Verdence Capital Advisors LLC 0.07% Add +78.5% 1,864 $1.3M
Account Management LLC 1.35% Reduce -46.5% 1,855 $1.3M
Patriot Financial Group Insurance Agency, LLC 0.16% New 1,854 $1.3M
Virtu Financial LLC 0.07% New 1,853 $1.3M
MassMutual Private Wealth & Trust, FSB 0.03% Reduce -6.0% 1,845 $1.3M
Okabena Investment Services Inc. 0.24% Reduce -34.4% 1,837 $1.3M
Moore Capital Management, LP 0.03% Reduce -77.9% 1,837 $1.3M
Wellington Shields Capital Management, LLC 0.19% Add +19.7% 1,825 $1.2M
Dakota Wealth Management 0.03% Reduce -49.6% 1,819 $1.2M
Howland Capital Management LLC 0.05% Add +14.8% 1,807 $1.2M
Pure Financial Advisors, LLC 0.02% Add +196.2% 1,804 $1.2M
Quadcap Wealth Management, LLC 0.15% Add +1.0% 1,801 $1.2M
Verde Capital Management 0.27% Add +2.2% 1,800 $1.2M
Ceeto Capital Group, LLC 0.36% New 1,800 $1.2M
Edgestream Partners, L.P. 0.04% Reduce -34.7% 1,799 $1.2M
Bank Pictet & Cie (Europe) AG 0.02% Reduce -3.2% 1,791 $1.2M
Freestone Capital Holdings, LLC 0.04% Add +4.4% 1,786 $1.2M
Rockline Wealth Management, LLC 0.25% Add +44.3% 1,781 $1.2M
SummitTX Capital, L.P. 0.05% New 1,775 $1.2M
Fiduciary Alliance LLC 0.08% Reduce -0.1% 1,774 $1.2M
Kensington Investment Counsel, LLC 0.49% Add +0.7% 1,768 $1.2M
Trivium Point Advisory, LLC 0.12% Add +121.0% 1,766 $1.2M
Nixon Peabody Trust Co. 0.09% Reduce -9.7% 1,765 $1.2M
Schear Investment Advisers, LLC 0.54% Reduce -4.1% 1,764 $1.2M
Milestones Private Investment Advisors LLC 0.82% Add +0.1% 1,750 $1.2M
Cove Private Wealth, LLC 0.38% No change 1,740 $1.2M
Mgo One Seven LLC 0.03% Add +32.5% 1,739 $1.2M
Blue Trust, Inc. 0.01% Add +3.8% 1,731 $1.2M
Alliance Wealth Advisors, LLC 0.28% Add +386.5% 1,727 $1.2M
Sage Mountain Advisors LLC 0.07% Add +3.2% 1,724 $1.2M
Integrated Quantitative Investments LLC 0.33% Add +0.2% 1,720 $1.2M
Regatta Capital Group, LLC 0.18% Add +2.9% 1,714 $1.2M
PDS Planning, Inc 0.08% Add +1.4% 1,708 $1.2M
ICW Investment Advisors LLC 0.42% Add +12.0% 1,698 $1.2M
Parthenon LLC 0.13% No change 1,675 $1.1M
Evanson Asset Management, LLC 0.06% Add +0.5% 1,672 $1.1M
MJP Associates Inc. 0.15% Reduce -3.1% 1,669 $1.1M
Level Four Advisory Services, LLC 0.04% Reduce -3.5% 1,667 $1.1M
Nelson Capital Management, LLC 0.14% Add +0.1% 1,667 $1.1M
Boston Family Office LLC 0.07% No change 1,667 $1.1M
IHT Wealth Management, LLC 0.03% Add +1.0% 1,662 $1.1M
Woodline Partners LP 0.01% Reduce -81.5% 1,659 $1.1M
Advisors Capital Management, LLC 0.01% Add +5.8% 1,656 $1.1M
Beverly Hills Private Wealth, LLC 0.20% Reduce -0.8% 1,655 $1.1M
Everest Private Wealth 0.72% Reduce -0.1% 1,649 $1.1M
FineMark National Bank & Trust 0.04% Add +1.2% 1,647 $1.1M
Forbes J M & Co. LLP 0.09% Reduce -13.1% 1,635 $1.1M
Sigma Planning Corp 0.03% Add +149.8% 1,631 $1.1M
WBH Advisory Inc. 0.09% No change 1,630 $1.1M
CNB Bank 0.46% Reduce -4.3% 1,629 $1.1M
Curated Wealth Partners LLC 0.13% Add +3.4% 1,622 $1.1M
Red Spruce Capital, LLC 0.45% Reduce -3.6% 1,621 $1.1M
Stablepoint Partners, LLC 0.18% Reduce -8.9% 1,617 $1.1M
Community Bank & Trust, Waco, Texas 0.23% Add +3.1% 1,612 $1.1M
Kingsview Wealth Management, LLC 0.02% Add +4.8% 1,610 $1.1M
Bridgewater Advisors Inc. 0.08% Add +1.3% 1,679 $1.1M
Palisade Capital Management, LP 0.03% Add +5.7% 1,585 $1.1M
Barr E S & Co. 0.06% No change 1,584 $1.1M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -94.7% 1,584 $1.1M
OV Management LLC 0.92% Add +0.9% 1,582 $1.1M
Legacy Financial Advisors, Inc. 0.15% Add +7.5% 1,576 $1.1M
Impact Partnership Wealth, LLC 0.16% New 1,573 $1.1M
Cary Street Partners Investment Advisory LLC 0.45% Add +0.8% 1,571 $1.1M
Engineers Gate Manager LP 0.01% Reduce -95.7% 1,565 $1.1M
AlphaQuest LLC 0.07% Add +268.6% 1,563 $1.1M
NBT Bank, N.A. 0.07% Add +6.0% 1,550 $1.1M
Crescent Sterling, Ltd. 1.11% Add +8.8% 1,549 $1.1M
Chris Bulman Inc 0.53% Add +0.4% 1,535 $1.0M
Hara Capital LLC 0.62% No change 1,534 $1.0M
MorganRosel Wealth Management, LLC 0.27% Add +41.4% 1,528 $1.0M
Hills Bank & Trust Co 0.06% Add +47.4% 1,527 $1.0M
Crew Capital Management, Ltd 0.69% Reduce -1.8% 1,516 $1.0M
Thrive Wealth Management, LLC 0.16% Reduce -12.8% 1,516 $1.0M
Drive Wealth Management, LLC 0.22% Add +1.6% 1,511 $1.0M
Verity Asset Management, Inc. 0.34% Add +164.2% 1,506 $1.0M
ZEGA Investments, LLC 0.24% Reduce -46.4% 1,505 $1.0M
Childress Capital Advisors, LLC 0.19% Add +11.1% 1,502 $1.0M
Paradigm Asset Management Co. LLC 0.24% No change 1,500 $1.0M
Great Lakes Advisors, LLC 0.01% Reduce -5.0% 1,500 $1.0M
Tritonpoint Wealth, LLC 0.09% Reduce -5.3% 1,493 $1.0M
Palisades Hudson Asset Management, L.P. 0.37% Reduce -0.9% 1,493 $1.0M
Van Strum & Towne Inc. 0.30% No change 1,486 $1.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.12% Add +1.6% 1,474 $1.0M
Ellevest, Inc. 0.14% Reduce -17.5% 1,474 $1.0M
Roberts Capital Advisors, LLC 1.12% No change 1,470 $1.0M
Smithfield Trust Co 0.04% No change 1,470 $1.0M
Money Concepts Capital Corp. 0.06% Add +3.2% 1,465 $1.0M
Legacy Capital Group California, Inc. 0.25% No change 1,462 $998K
Archford Capital Strategies, LLC 0.12% Reduce -9.4% 1,461 $998K
Fulcrum Asset Management LLP 0.28% Reduce -2.6% 1,460 $997K
First Financial Bank - Trust Division 0.09% Add +0.8% 1,460 $997K
Whalerock Point Partners, LLC 0.20% No change 1,456 $994K
Koshinski Asset Management, Inc. 0.07% Add +12.0% 1,452 $991K
EverSource Wealth Advisors, LLC 0.04% Add +12.1% 1,441 $984K
Soltis Investment Advisors LLC 0.07% Add +112.9% 1,437 $982K
Weatherly Asset Management L. P. 0.08% Reduce -1.0% 1,437 $981K
Unique Wealth Strategies, LLC 0.38% Add +2.9% 1,429 $976K
Blueshift Asset Management, LLC 0.30% New 1,415 $966K
Gibbs Wealth Management 0.22% Add +279.9% 1,402 $957K
Essex Financial Services, Inc. 0.06% Reduce -1.1% 1,401 $957K
Clarius Group, LLC 0.06% Reduce -40.6% 1,399 $955K
Gratus Wealth Advisors, LLC 0.13% No change 1,397 $954K
Avantax Planning Partners, Inc. 0.03% Add +9.0% 1,387 $947K
Principle Wealth Partners LLC 0.06% Add +0.5% 1,386 $947K
Richard W. Paul & Associates, LLC 0.32% Reduce -0.9% 1,381 $943K
Alta Advisers Ltd 0.29% Add +3.0% 1,368 $934K
Pinnacle West Asset Management, Inc. 0.60% No change 1,365 $932K
Garner Asset Management Corp 0.37% Add +0.1% 1,351 $922K
Legacy Capital Wealth Partners, LLC 0.20% Add +9.4% 1,350 $922K
Riverpark Capital Management LLC 1.66% Reduce -13.5% 1,348 $921K
West Family Investments, Inc. 0.21% Add +38.1% 1,347 $920K
MMBG Investment Advisors Co. 0.08% No change 1,345 $919K
Campbell & CO Investment Adviser LLC 0.07% New 1,339 $914K
Heritage Investors Management Corp. 0.03% No change 1,338 $914K
Integrated Advisors Network LLC 0.04% Add +10.6% 1,337 $913K
Mesirow Financial Investment Management, Inc. 0.02% Reduce -3.8% 1,334 $912K
Harbor Group, Inc. 0.14% No change 1,329 $908K
Triglav Investments, D.O.O. 0.06% No change 1,325 $905K
Gen-Wealth Partners Inc 0.31% Reduce -12.7% 1,324 $904K
Coastal Bridge Advisors, LLC 0.07% Reduce -1.2% 1,324 $904K
Cascade Investment Group, Inc. 0.60% Reduce -43.9% 1,323 $904K
Garden State Investment Advisory Services LLC 0.23% Add +4.3% 1,313 $899K
Nicholas Investment Partners, LP 0.08% No change 1,314 $897K
Park Capital Management, LLC / WI 0.71% Reduce -0.6% 1,300 $888K
Gryphon Financial Partners LLC 0.10% Add +39.5% 1,297 $886K
HBK Sorce Advisory LLC 0.02% Reduce -1.5% 1,354 $884K
L2 Asset Management, LLC 0.13% Add +5.2% 1,287 $879K
Farringdon Capital, Ltd. 0.22% New 1,279 $873K
AMG National Trust Bank 0.02% Reduce -9.0% 1,279 $873K
Hoxton Planning & Management, LLC 0.28% Reduce -0.9% 1,275 $871K
Alteri Wealth LLC 0.30% Reduce -1.2% 1,275 $871K
Waller Financial Planning Group, Inc. 0.20% No change 1,272 $869K
Institute for Wealth Management, LLC. 0.09% Reduce -14.0% 1,267 $865K
SYM FINANCIAL Corp 0.09% Reduce -28.9% 1,266 $865K
Act Wealth Management, LLC 0.30% No change 1,265 $864K
United Bank 0.30% Add +35.5% 1,263 $863K
Sovran Advisors, LLC 0.08% Add +6.6% 1,311 $860K
Heritage Trust Co 0.09% No change 1,259 $860K
Twin Peaks Wealth Advisors, LLC 0.29% Reduce -3.3% 1,254 $857K
Nicolet Advisory Services, LLC 0.07% Add +1.1% 1,292 $850K
Waterloo Capital, L.P. 0.06% Reduce -5.3% 1,242 $848K
Ancora Advisors LLC 0.02% No change 1,240 $847K
Strategic Wealth Partners, Ltd. 0.06% Reduce -61.4% 1,230 $841K
Weaver Capital Management LLC 0.18% Add +9.2% 1,231 $841K
Harbor Investment Advisory, LLC 0.07% Add +2.2% 1,230 $840K
Magnus Financial Group LLC 0.07% Add +5.6% 1,225 $837K
Cardiff Park Advisors, LLC 0.06% No change 1,223 $835K
Lecap Asset Management Ltd. 0.29% Reduce -63.4% 1,216 $830K
VestGen Investment Management 0.50% Add +13.4% 1,215 $830K
First Affirmative Financial Network 0.39% Add +17.3% 1,214 $829K
Amica Retiree Medical Trust 1.13% No change 1,213 $828K
North Star Investment Management Corp. 0.05% Add +0.1% 1,211 $827K
Independent Financial Group, LLC 0.02% Reduce -23.0% 1,206 $824K
Spinnaker Trust 0.05% No change 1,204 $822K
HCR Wealth Advisors 0.09% No change 1,205 $822K
Natural Investments, LLC 0.20% Add +6.0% 1,201 $820K
Parkside Financial Bank & Trust 0.06% Add +1.2% 1,200 $819K
Madison Asset Management, LLC 0.01% Reduce -29.0% 1,200 $819K
Sherbrooke Park Advisers LLC 0.38% Add +56.5% 1,199 $819K
New Hampshire Trust 0.16% Reduce -1.4% 1,198 $818K
South Dakota Investment Council 0.02% Reduce -14.3% 1,196 $817K
Burke & Herbert Bank & Trust Co. 0.18% Reduce -0.8% 1,195 $816K
Northern Financial Advisors Inc 0.43% Reduce -1.7% 1,188 $811K
Malaga Cove Capital, LLC 0.29% Add +46.0% 1,188 $811K
Lee Danner & Bass Inc. 0.06% Reduce -0.4% 1,180 $806K
Neville Rodie & Shaw Inc. 0.06% No change 1,179 $805K
Catalyst Financial Partners LLC 0.10% Add +0.9% 1,174 $802K
Stratos Wealth Advisors, LLC 0.04% Add +0.2% 1,173 $801K
VestGen Advisors, LLC 0.03% Reduce -49.7% 1,173 $801K
Simplify Asset Management Inc. 0.02% New 1,171 $800K
Meridian Wealth Management, LLC 0.03% Reduce -0.5% 1,171 $800K
Barden Capital Management, Inc. 0.66% Add +11.2% 1,163 $794K
Carnegie Investment Counsel 0.01% Reduce -0.5% 1,156 $790K
Connecticut Wealth Management, LLC 0.03% Reduce -0.3% 1,151 $786K
Wolverine Trading, LLC 0.02% Add +98.9% 1,130 $785K
Stratos Investment Management, LLC 0.03% Add +2.1% 1,147 $784K
Leavell Investment Management, Inc. 0.03% Reduce -4.9% 1,141 $779K
First National Trust Co 0.03% Add +10.3% 1,130 $772K
PFC Capital Group, Inc. 0.32% No change 1,125 $768K
Capula Management Ltd 0.01% New 1,117 $763K
Correct Capital Wealth Management 0.14% Add +79.5% 1,115 $762K
Reynders McVeigh Capital Management, LLC 0.04% Reduce -0.9% 1,112 $759K
Moody LYNN Lieberson & Walker, LLC 0.04% Reduce -33.5% 1,111 $759K
Breakwater Capital Group 0.11% Reduce -0.1% 1,110 $758K
Empirical Asset Management, LLC 0.21% New 1,108 $757K
Wbi Investments, LLC 0.19% Reduce -19.5% 1,108 $757K
DRW Securities, LLC 0.04% Reduce -32.7% 1,103 $755K
Prosperity Wealth Management, Inc. 0.26% Add +11.7% 1,102 $753K
Vance Wealth, LLC 0.23% Reduce -1.5% 1,099 $751K
Clearstead Trust, LLC 0.13% Add +27.3% 1,097 $749K
American Trust 0.06% Add +1.2% 1,096 $748K
Avior Wealth Management, LLC 0.02% Add +11.4% 1,095 $747K
LVW Advisors, LLC 0.08% Add +6.4% 1,094 $747K
Regent Peak Wealth Advisors LLC 0.15% — 1,089 $744K
OneAscent Financial Services LLC 0.05% Add +23.1% 1,088 $743K
Seven Mile Advisory 0.12% Add +16.4% 1,086 $742K
Heritage Wealth Advisors 0.03% Reduce -10.9% 1,084 $740K
1ST Source Bank 0.04% No change 1,084 $740K
Boothbay Fund Management, LLC 0.02% Add +121.8% 1,080 $738K
KG Capital Management 0.20% New 1,078 $736K
Eastern Bank 0.01% Reduce -3.7% 1,077 $735K
Valley Wealth Managers, Inc. 0.05% New 1,074 $733K
Novem Group 0.09% Add +29.4% 1,073 $733K
Red Door Wealth Management, LLC 0.08% Add +2.0% 1,071 $732K
Elevated Capital Advisors, LLC 0.18% Reduce -22.1% 1,071 $732K
Wealth Architects, LLC 0.07% Reduce -10.8% 1,071 $732K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +176.5% 1,070 $731K
Aventura Private Wealth, LLC 0.27% Add +4.6% 1,067 $729K
Precision Wealth Strategies, LLC 0.24% Add +1.6% 1,067 $729K
Plimoth Trust Co. LLC 0.16% Reduce -4.9% 1,061 $725K
Strengthening Families & Communities, LLC 0.16% New 1,054 $720K
B. Riley Wealth Advisors, Inc. 0.03% Add +23.6% 1,053 $719K
DGS Capital Management, LLC 0.13% Add +10.3% 1,051 $717K
Van Hulzen Asset Management, LLC 0.05% Reduce -10.1% 1,047 $715K
Rehmann Capital Advisory Group 0.04% New 1,043 $714K
Exane Asset Management 0.24% New 887 $712K
Interchange Capital Partners, LLC 0.14% Add +47.3% 1,040 $710K
OmniStar Financial Group, Inc. 0.43% New 1,040 $710K
Sivia Capital Partners, LLC 0.20% Add +17.3% 1,039 $710K
Larson Financial Group LLC 0.02% Add +39.6% 1,037 $708K
Wharton Business Group, LLC 0.03% No change 1,035 $707K
17 Capital Partners, LLC 0.38% Add +7.6% 1,032 $705K
Mayflower Financial Advisors, LLC 0.09% Add +13.7% 1,031 $704K
Simplicity Wealth,LLC 0.04% Reduce -36.5% 1,028 $702K
Oxford Financial Group, LTD. LLC 0.04% Add +6.4% 1,024 $699K
Summit Global Investments 0.04% Reduce -58.3% 1,021 $697K
Brucke Financial, Inc. 0.41% Add +26.7% 1,043 $696K
Beirne Wealth Consulting Services, LLC 0.17% New 1,019 $696K
Exencial Wealth Advisors, LLC 0.02% Add +11.6% 1,019 $696K
Trevian Wealth Management LLC 0.37% New 1,010 $690K
Tiemann Investment Advisors, LLC 0.26% Add +1.5% 1,008 $688K
Wallace Advisory Group, LLC 0.55% Reduce -5.4% 871 $686K
Certuity, LLC 0.05% Add +0.4% 1,002 $684K
Pettee Investors, Inc. 0.38% New 1,001 $684K
RBF Capital, LLC 0.03% No change 1,000 $683K
Plancorp, LLC 0.02% Reduce -1.4% 994 $679K
Cerro Pacific Wealth Advisors LLC 0.19% Reduce -3.7% 990 $676K
Parcion Private Wealth LLC 0.04% Add +27.6% 988 $675K
Edmond DE Rothschild Holding S.A. 0.01% No change 983 $671K
Moneco Advisors, LLC 0.06% Reduce -9.5% 975 $666K
Financial Advisors Network, Inc. 0.09% Reduce -6.9% 969 $662K
Tolleson Wealth Management, Inc. 0.10% No change 969 $662K
Founders Financial Alliance, LLC 0.12% Add +4.4% 968 $661K
SGL Investment Advisors, Inc. 0.28% Add +4.4% 970 $656K
Inscription Capital, LLC 0.07% Reduce -25.8% 960 $656K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +0.6% 960 $656K
Cornerstone Wealth Group, LLC 0.04% Reduce -7.7% 954 $651K
HUB Investment Partners, LLC 0.02% Add +21.6% 953 $651K
Earned Wealth Advisors, LLC 0.11% Add +145.4% 952 $650K
Aviso Financial Inc. 0.03% Add +4423.8% 950 $649K
Horizon Family Wealth, Inc. 0.37% Add +0.1% 946 $646K
SS&H Financial Advisors, Inc. 0.20% Reduce -9.6% 946 $646K
Values First Advisors, Inc. 0.34% Reduce -1.1% 943 $644K
Denali Advisors LLC 0.07% Reduce -41.6% 938 $641K
Formidable Asset Management, LLC 0.10% No change 929 $634K
Chapin Davis, Inc. 0.16% No change 926 $632K
Wealthstar Advisors, LLC 0.25% No change 925 $632K
Bell Investment Advisors, Inc 0.10% Reduce -1.1% 925 $632K
ICONIQ Capital, LLC 0.01% Reduce -54.2% 923 $631K
Bank of Marin 0.45% Add +3.0% 923 $630K
Texas Capital Bancshares Inc 0.25% Reduce -33.4% 921 $629K
Charter Oak Capital Management, LLC 0.05% Reduce -2.5% 920 $628K
Aprio Wealth Management, LLC 0.06% Add +9.9% 919 $627K
4WEALTH Advisors, Inc. 0.58% Add +24.3% 917 $626K
Evercore Wealth Management, LLC 0.01% Reduce -6.4% 916 $626K
Csenge Advisory Group 0.03% Reduce -1.4% 915 $625K
Congress Park Capital LLC 0.19% Reduce -23.1% 915 $625K
Capital Investment Advisory Services, LLC 0.05% Add +15.7% 912 $623K
TOWER TRUST & INVESTMENT Co 0.42% New 911 $622K
CHICAGO TRUST Co NA 0.09% Reduce -4.6% 910 $621K
Severin Investments, LLC 0.55% Add +8.0% 909 $621K
Burney Co./ 0.02% Add +66.5% 909 $621K
Modern Wealth Management, LLC 0.01% Reduce -2.9% 908 $620K
Everpar Advisors LLC 0.24% Reduce -1.9% 905 $618K
Bond & Devick Financial Network, Inc. 0.19% Add +0.1% 905 $618K
Godsey & Gibb, Inc. 0.05% No change 905 $618K
Tradewinds, LLC. 0.15% New 901 $615K
Supplemental Annuity Collective Trust of NJ 0.16% No change 900 $615K
Sound View Wealth Advisors Group, LLC 0.04% Reduce -2.7% 899 $614K
CoreCap Advisors, LLC 0.02% Reduce -23.3% 898 $613K
PFG Investments, LLC 0.03% Add +0.6% 897 $613K
Coign Capital Advisors LLC 0.34% New 892 $609K
Annis Gardner Whiting Capital Advisors, LLC 0.13% Add +3.9% 891 $608K
Traynor Capital Management, Inc. 0.03% Reduce -5.9% 889 $607K
Fox Run Management, L.L.C. 0.09% Reduce -25.3% 883 $603K
Caldwell Trust Co 0.06% Add +6.5% 880 $601K
JFS Wealth Advisors, LLC 0.04% No change 877 $599K
Private Trust Co. NA 0.05% Add +3.4% 874 $597K
Revolve Wealth Partners, LLC 0.07% Add +1.6% 873 $596K
Johnson Financial Group, Inc. 0.02% Add +38.5% 871 $595K
Fullerton Fund Management Co Ltd. 0.02% Reduce -77.3% 871 $595K
Hardy Reed LLC 0.04% New 867 $592K
Prosperity Consulting Group, LLC 0.03% Add +12.8% 864 $590K
KCM Investment Advisors LLC 0.02% Add +5.8% 864 $590K
Three Seasons Wealth, LLC 0.06% New 862 $589K
Summitry LLC 0.02% Reduce -5.0% 860 $587K
Chesapeake Capital Corp. 0.53% — 859 $587K
Great Lakes Retirement, Inc. 0.06% Reduce -0.9% 858 $586K
Bull Oak Capital, LLC 0.25% Reduce -2.6% 855 $584K
Baldwin Wealth Partners LLC 0.04% No change 855 $584K
Ariadne Wealth Management, LP 0.26% Add +3.5% 897 $583K
Ausdal Financial Partners, Inc. 0.03% Add +149.7% 854 $583K
Tred Avon Family Wealth, LLC 0.20% — 853 $583K
Catalyst Private Wealth, LLC 0.25% Reduce -1.3% 849 $580K
Beaumont Financial Advisors, LLC 0.04% Add +4.3% 847 $578K
Veery Capital, LLC 0.18% No change 845 $577K
CoreFirst Bank & Trust 0.31% No change 841 $574K
KDT Advisors, LLC 0.84% No change 840 $574K
Moors & Cabot, Inc. 0.03% Reduce -0.1% 838 $573K
Texas Bank & Trust Co 0.22% Reduce -0.6% 838 $572K
PAX Financial Group, LLC 0.10% Reduce -9.2% 837 $572K
Fortune Financial Advisors, LLC 0.43% No change 833 $569K
Ulland Investment Advisors, LLC 0.43% Add +10.0% 833 $569K
Triad Wealth Partners, LLC 0.07% Reduce -5.9% 832 $568K
Wrapmanager Inc. 0.17% Reduce -12.5% 830 $567K
Prentice Wealth Management LLC 0.14% Add +1.6% 828 $565K
Cromwell Holdings LLC 0.30% No change 823 $562K
Apexium Financial, LP 0.03% Add +1.5% 821 $561K
Alta Wealth Advisors LLC 0.20% Add +24.5% 819 $560K
Sunbelt Securities, Inc. 0.04% Reduce -24.0% 817 $558K
Astoria Portfolio Advisors LLC. 0.15% Add +147.4% 846 $556K
Mechanics Bank Trust Department 0.08% Reduce -4.8% 813 $555K
International Assets Investment Management, LLC 0.04% No change 712 $555K
Argus Investors' Counsel, Inc. 0.44% Reduce -1.0% 811 $554K
Capital Counsel LLC 0.02% New 810 $553K
Kennon-Green & Company, LLC 0.43% No change 803 $548K
Wealth Group Ltd 0.13% No change 803 $548K
W.H. Cornerstone Investments Inc. 0.33% Reduce -10.2% 800 $547K
Essential Partners LLC 0.18% Add +63.6% 800 $546K
Gsa Capital Partners LLP 0.05% New 794 $542K
Alpha Omega Wealth Management LLC 0.09% Reduce -0.6% 792 $541K
Signature Estate & Investment Advisors LLC 0.01% Add +1.9% 791 $540K
Avantra Family Wealth, Inc. 0.40% Add +1.3% 789 $539K
Versant Capital Management, Inc 0.07% Reduce -35.9% 789 $539K
Spinnaker Investment Group, LLC 0.10% Reduce -3.9% 788 $538K
Sage Private Wealth Group, LLC 0.30% Add +10.2% 780 $533K
KMG Fiduciary Partners, LLC 0.04% Add +1.0% 779 $532K
Betterment LLC 0.00% Add +2.1% 779 $532K
KFG Wealth Management, LLC 0.08% Reduce -26.6% 779 $532K
Credit Industriel Et Commercial 0.12% Add +42.7% 775 $529K
Conestoga Capital Advisors, LLC 0.01% No change 775 $529K
Private Client Services, LLC 0.18% Add +0.5% 774 $529K
NorthStar Asset Management LLC 0.25% No change 774 $529K
Acropolis Investment Management, LLC 0.03% Add +51.0% 669 $527K
Arrow Financial Corp 0.05% Add +2.4% 768 $524K
Washington Trust Bank 0.04% Reduce -1.2% 767 $524K
Nations Financial Group Inc, /Ia/ 0.03% Add +5.8% 767 $524K
BlueSky Wealth Advisors, LLC 0.07% Reduce -0.3% 766 $523K
Fort Sheridan Advisors LLC 0.07% Add +5.5% 762 $520K
Impact Investors, Inc 0.34% Add +2.4% 759 $518K
SBI Securities Co., Ltd. 0.01% Add +11.3% 756 $516K
Clear Creek Financial Management, LLC 0.04% Reduce -4.8% 754 $515K
CYBER HORNET ETFs LLC 0.33% Add +4.2% 753 $514K
Main Street Research LLC 0.03% Add +5.2% 752 $513K
Resonant Capital Advisors, LLC 0.03% Reduce -3.4% 751 $513K
Gill Capital Partners, LLC 0.16% Reduce -0.4% 750 $512K
Canvas Wealth Advisors, LLC 0.09% Add +1.9% 752 $511K
AEGON ASSET MANAGEMENT UK Plc 0.01% New 748 $511K
Obermeyer Wealth Partners 0.02% Add +3.2% 747 $510K
Orrstown Financial Services Inc. 0.09% Add +29.7% 746 $509K
Fiduciary Wealth Partners, LLC 0.21% Reduce -9.4% 745 $509K
Crewe Advisors LLC 0.05% Reduce -1.2% 745 $509K
Winthrop Advisory Group LLC 0.04% Add +15.2% 743 $508K
Relyea Zuckerberg Hanson LLC 0.05% Reduce -2.5% 738 $504K
Voya Financial Advisors, Inc. 0.05% Reduce -7.9% 720 $500K
Stegent Equity Advisors, Inc. 0.41% Add +0.1% 732 $500K
1776 Wealth LLC 0.19% New 732 $500K
Fishman Jay A Ltd. 0.04% No change 732 $500K
GWN Securities Inc. 0.12% Reduce -5.3% 729 $499K
Bernardo Wealth Planning LLC 0.10% Reduce -1.8% 729 $498K
Keystone Wealth Services, LLC 0.11% No change 729 $498K
Diversified Enterprises, LLC 0.03% Add +12.2% 728 $497K
One Wealth Capital Management, LLC 0.22% New 727 $496K
Veracity Capital LLC 0.16% Reduce -1.5% 726 $496K
Prestige Wealth Management Group LLC 0.10% Add +3.4% 725 $495K
Johnson Bixby & Associates, LLC 0.06% No change 725 $495K
Sfm, LLC 0.29% Reduce -1.0% 724 $494K
Retirement Guys Formula LLC 0.17% New 721 $492K
SeaCrest Wealth Management, LLC 0.05% Add +20.9% 746 $491K
Atticus Wealth Management, LLC 0.12% Reduce -2.3% 718 $491K
Costello Asset Management, INC 0.16% No change 713 $487K
Gradient Capital Advisors, LLC 0.13% Add +17.1% 712 $486K
Bahl & Gaynor LLC 0.00% No change 711 $486K
Legacy Bridge, LLC 0.20% Add +0.8% 708 $484K
Rothschild Investment LLC 0.03% Add +49.6% 706 $482K
SageView Advisory Group, LLC 0.02% Add +21.8% 705 $482K
Keebeck Wealth Management 0.06% Add +8.3% 704 $481K
MWA Asset Management 0.26% Reduce -24.7% 700 $478K
EHP Funds Inc. 0.63% Add +40.0% 700 $478K
Pflug Koory, LLC 0.23% No change 700 $478K
Capital Investment Counsel, Inc 0.06% No change 700 $478K
Truepoint, Inc. 0.01% No change 699 $477K
Foundations Investment Advisors, LLC 0.01% Add +0.6% 698 $477K
Ramiah Investment Group 0.42% Reduce -13.7% 695 $475K
Ewa, LLC 0.13% Reduce -1.8% 695 $475K
Southern Capital Advisors, LLC 0.22% Add +9.7% 690 $471K
Trivant Custom Portfolio Group, LLC 0.24% No change 690 $471K
Traveka Wealth, LLC 0.21% Reduce -0.6% 690 $471K
Cynosure Group, LLC 0.05% Reduce -0.6% 688 $470K
Canandaigua National Bank & Trust Co. 0.04% New 687 $469K
Verity & Verity, LLC 0.04% Add +0.4% 687 $469K
Sentry Investment Management LLC 0.31% Reduce -21.1% 711 $468K
Prairie Wealth Advisors, Inc. 0.19% Reduce -1.0% 685 $468K
George Kaiser Family Foundation 0.07% No change 685 $468K
Prescott Group Capital Management, L.L.C. 0.05% No change 685 $468K
Arkos Global Advisors 0.06% Add +70.1% 682 $466K
One Capital Management, LLC 0.01% Add +2.7% 681 $465K
Ashton Thomas Securities, LLC 0.06% Add +11.1% 679 $464K
HBW Advisory Services LLC 0.05% Reduce -2.4% 679 $464K
Fullcircle Wealth LLC 0.16% Add +14.5% 696 $460K
3Chopt Investment Partners, LLC 0.10% Reduce -1.3% 673 $460K
Planned Solutions, Inc. 0.16% No change 672 $459K
Simon Quick Advisors, LLC 0.02% Add +27.6% 671 $458K
Three Bridge Wealth Advisors, LLC 0.12% Reduce -11.0% 671 $458K
Westfuller Advisors, LLC 0.21% Add +97.9% 671 $458K
Accelerate Investment Advisors LLC 0.31% Reduce -0.3% 669 $457K
Woodstock Corp. 0.04% No change 667 $456K
Lebenthal Global Advisors, LLC 0.08% Add +57.5% 666 $455K
Bourgeon Capital Management LLC 0.08% Reduce -8.3% 666 $455K
United Community Bank 0.14% Add +8.7% 666 $455K
Saranac Partners Ltd 0.10% Add +23.1% 665 $454K
Crews Bank & Trust 0.07% No change 665 $454K
Tidemark, LLC 0.13% No change 664 $453K
Accurate Wealth Management, LLC 0.06% Reduce -46.4% 689 $452K
Intellectus Partners, LLC 0.09% New 660 $451K
Integrated Investment Consultants, LLC 0.08% No change 659 $450K
Oakworth Capital, Inc. 0.03% No change 654 $447K
Meadow Creek Wealth Advisors LLC 0.30% Reduce -0.1% 690 $446K
Newman Dignan & Sheerar, Inc. 0.10% No change 650 $444K
Clark Financial Services Group Inc. 0.24% Add +18.2% 650 $444K
Kathmere Capital Management, LLC 0.03% Reduce -26.8% 650 $444K
Monetary Management Group Inc. 0.10% New 650 $444K
M3 Advisory Group, LLC 0.28% Reduce -0.3% 647 $442K
Thomasville National Bank 0.03% No change 646 $441K
Oliver Luxxe Assets LLC 0.07% Add +7.7% 641 $438K
Cobblestone Capital Advisors LLC 0.02% Reduce -17.4% 640 $437K
Hummer Financial Advisory Services Inc 0.32% No change 640 $437K
St. Louis Trust Co 0.05% No change 640 $437K
CVA Family Office, LLC 0.06% Add +0.2% 637 $435K
Capital Advisors, Ltd. LLC 0.05% No change 635 $434K
LVZ, Inc. 0.05% New 633 $432K
WP Advisors, LLC 0.11% No change 632 $432K
Riverwater Partners LLC 0.18% Reduce -1.9% 628 $429K
Kenora Financial, LLC 0.14% No change 627 $428K
OneAscent Investment Solutions LLC 0.45% Add +47.8% 625 $427K
Robertson Stephens Wealth Management, LLC 0.01% Add +18.7% 623 $426K
Valtinson Bruner Financial Planning LLC 0.13% Add +0.2% 623 $425K
Elyxium Wealth, LLC 0.15% Add +1.6% 621 $424K
Faithward Advisors, LLC 0.06% Reduce -11.8% 620 $423K
Financial Consulate, Inc. 0.06% New 619 $423K
Cercano Management LLC 0.02% No change 619 $423K
Bigelow Investment Advisors, LLC 0.17% Reduce -4.9% 618 $422K
Security Financial Services, INC. 0.07% Reduce -3.3% 616 $421K
Rossby Financial, LCC 0.14% Reduce -18.8% 619 $421K
Diversified Investment Strategies, LLC 0.27% No change 614 $419K
Jacobsen Capital Management 0.14% Add +0.2% 614 $419K
TFB Advisors LLC 0.12% Reduce -25.5% 638 $419K
James Hambro & Partners LLP 0.01% No change 610 $416K
Jackson Thornton Wealth Management, LLC 0.04% Add +128.5% 633 $416K
Cinctive Capital Management LP 0.02% New 609 $416K
NTV Asset Management LLC 0.05% Add +0.3% 606 $414K
Strategy Asset Managers LLC 0.07% Add +108.3% 604 $412K
Bragg Financial Advisors, Inc 0.01% No change 604 $412K
Manchester Capital Management LLC 0.06% Reduce -35.0% 603 $412K
Columbia Asset Management 0.08% No change 602 $411K
Lifeworks Advisors, LLC 0.06% New 602 $411K
Latko Wealth Management, Ltd. 0.21% Reduce -6.4% 601 $411K
Select Asset Management & Trust 0.13% No change 600 $410K
Credit Capital Investments LLC 0.46% New 600 $410K
Gordian Advisors LLC 0.28% No change 600 $410K
East Coast Asset Management, LLC. 0.13% No change 600 $410K
TCI Wealth Advisors, Inc. 0.02% Add +0.2% 600 $410K
True North Advisors, LLC 0.06% Add +21.3% 597 $408K
Proffitt & Goodson Inc. 0.06% Add +2.4% 594 $406K
Camden National Bank 0.06% Reduce -7.8% 593 $405K
BankPlus Wealth Management LLC 0.24% Add +1.4% 591 $404K
Pacific Wealth Management 0.20% No change 592 $404K
Fortitude Family Office, LLC 0.11% No change 592 $404K
Country Club Bank 0.02% Reduce -1.2% 580 $403K
Cambria Investment Management, L.P. 0.02% New 589 $402K
Maverick Capital 0.01% Reduce -75.0% 589 $402K
Cedar Mountain Advisors, LLC 0.08% Add +0.9% 586 $400K
Main Street Financial Solutions, LLC 0.03% Add +129.0% 584 $399K
Gilbert & Cook, Inc. 0.05% Reduce -0.2% 582 $397K
Beacon Bank & Trust 0.09% Reduce -2.8% 581 $397K
Busey Bank 0.01% Reduce -0.5% 580 $396K
Salem Investment Counselors Inc. 0.01% No change 579 $395K
National Philanthropic Trust 0.00% Add +25.6% 578 $395K
Bison Wealth, LLC 0.04% New 583 $395K
BIP Wealth, LLC 0.02% Add +55.5% 577 $394K
New England Research & Management, Inc. 0.18% Reduce -1.9% 575 $393K
Catalyst Capital Advisors LLC 0.01% Reduce -7.7% 573 $391K
Wealth Management Associates, Inc. 0.14% No change 571 $390K
High Falls Advisors, Inc 0.08% Add +0.2% 571 $390K
Belpointe Asset Management LLC 0.01% Reduce -10.8% 570 $389K
Klingman & Associates, LLC 0.02% Reduce -15.4% 569 $389K
Bourne Lent Asset Management Inc. 0.14% No change 566 $387K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.09% Add +3.7% 565 $386K
SouthState Bank Corp 0.02% Reduce -6.2% 564 $385K
Bryce Point Capital, LLC 0.47% Reduce -42.3% 564 $385K
Corton Capital Inc. 0.94% New 562 $384K
Telos Capital Management, Inc. 0.04% Reduce -4.3% 560 $382K
Trust Co. of Toledo NA 0.04% Add +19.8% 556 $380K
Aviso Wealth Management 0.16% Reduce -1.4% 553 $378K
Transamerica Financial Advisors, LLC 0.03% Add +1875.0% 553 $377K
Libra Wealth LLC 0.11% Reduce -3.7% 552 $377K
Lafayette Investments, Inc. 0.07% Add +9.6% 549 $375K
Venture Visionary Partners LLC 0.01% Reduce -0.5% 548 $374K
Tufton Capital Management 0.07% No change 549 $374K
Brady Martz Wealth Solutions, LLC 0.07% No change 546 $373K
Apeiron RIA LLC 0.08% Reduce -25.8% 569 $373K
Simmons Bank 0.02% Reduce -9.8% 545 $372K
D'Orazio & Associates, Inc. 0.05% Add +0.6% 543 $371K
Kingswood Wealth Advisors, LLC 0.02% Reduce -2.2% 543 $371K
Opal Wealth Advisors, LLC 0.10% Add +8.0% 543 $371K
AGH Wealth Advisors, LLC 0.27% Reduce -9.8% 542 $370K
Schnieders Capital Management, Llc. 0.06% — 542 $370K
Integrity Alliance, Llc. 0.02% Add +21.6% 541 $370K
a16z Perennial Management, L.P. 0.03% New 541 $369K
MFA Wealth Services 0.25% Add +1.7% 538 $368K
Tranquility Partners, LLC 0.12% Reduce -0.9% 537 $367K
Western Wealth Management, LLC 0.02% Add +2.9% 534 $365K
Wolff Wiese Magana LLC 0.21% Add +2.3% 533 $364K
Kera Capital Partners, Inc. 0.05% Reduce -21.1% 531 $363K
Wealth Management Partners, LLC 0.12% Reduce -1.9% 531 $363K
Avidian Wealth Enterprises, LLC 0.01% Add +9.7% 531 $362K
Wealthcare Advisory Partners LLC 0.01% Reduce -8.0% 530 $362K
Resources Management Corp. /CT/ 0.05% No change 530 $362K
SMART Wealth LLC 0.14% Reduce -23.8% 528 $361K
Capital Investment Counsel, LLC 0.05% Add +8.2% 526 $359K
Asahi Life Asset Management Co., LTD. 0.20% Reduce -45.7% 523 $357K
Powell Investment Advisors, LLC 0.12% No change 523 $357K
Endowment Wealth Management, Inc. 0.16% Add +0.2% 523 $357K
BlackDiamond Wealth Management, LLC 0.19% Reduce -9.4% 520 $355K
Balefire, LLC 0.07% Add +41.8% 519 $354K
Proficio Capital Partners LLC 0.02% Reduce -71.0% 519 $354K
Kuhn & Co Investment Counsel 0.28% Reduce -0.8% 516 $352K
TLW Wealth Management, LLC 0.20% Reduce -47.1% 515 $352K
Chilton Capital Management LLC 0.01% Reduce -39.0% 515 $352K
Prelude Capital Management, LLC 0.03% Reduce -59.7% 514 $351K
Highline Wealth Partners LLC 0.09% Add +1.4% 514 $351K
Destiny Wealth Partners, LLC 0.04% No change 513 $350K
Hudson Bay Capital Management LP 0.00% New 512 $350K
New Millennium Group LLC 0.16% Reduce -9.1% 512 $349K
GenTrust, LLC 0.02% Add +20.2% 511 $349K
MN Wealth Advisors, LLC 0.19% Add +4.5% 510 $349K
Lionshead Wealth Management, LLC 0.28% Add +2.2% 510 $348K
Warren Street Wealth Advisors, LLC 0.10% Add +3.5% 509 $348K
Elgethun Capital Management 0.06% No change 506 $346K
Sunflower Bank, N.A. 0.08% Reduce -3.6% 507 $346K
Calydon Capital 0.06% Reduce -50.0% 506 $346K
Daymark Wealth Partners, LLC 0.01% New 505 $345K
Invenio Wealth Partners LLC 0.13% Reduce -2.1% 505 $345K
Polymer Capital Management (US) LLC 0.05% New 505 $345K
Strategic Blueprint, LLC 0.01% Reduce -6.0% 505 $345K
Planning Alternatives Ltd. 0.04% Add +18.9% 504 $344K
McLean Asset Management Corp 0.07% Reduce -2.1% 511 $342K
Maytus Capital Management, LLC 0.07% Reduce -97.2% 500 $341K
Catalyst Funds Management Pty Ltd 0.05% New 500 $341K
K.J. Harrison & Partners Inc 0.05% No change 500 $341K
Clarendon Private LLC 0.31% New 499 $341K
Channel Wealth LLC 0.09% Add +2.7% 498 $340K
Wall Street Financial Group, Inc. 0.25% Add +23.3% 497 $339K
Sandhill Capital Partners LLC 0.02% No change 497 $339K
Shepherd Financial Partners LLC 0.03% Add +2.5% 496 $339K
Rosenberg Matthew Hamilton 0.07% Add +2.9% 494 $337K
McAdam, LLC 0.02% Add +42.6% 492 $336K
Nwam LLC 0.02% Add +60.4% 502 $335K
Studio Investment Management LLC 0.06% Reduce -1.8% 489 $334K
Tanager Wealth Management LLP 0.04% Add +5.0% 488 $333K
Blue Sky Capital Consultants Group, Inc. 0.15% Reduce -0.4% 487 $333K
Full Sail Capital, LLC 0.02% New 485 $331K
Postrock Partners LLC 0.15% No change 481 $328K
Twinbeech Capital LP 0.01% Reduce -99.0% 481 $328K
Truvestments Capital LLC 0.06% Reduce -6.3% 479 $327K
New Republic Capital, LLC 0.10% Reduce -5.2% 478 $327K
Baker Tilly Wealth Management, LLC 0.07% Add +47.8% 476 $325K
Marietta Investment Partners LLC 0.06% Reduce -0.6% 476 $325K
Geneos Wealth Management Inc. 0.01% Reduce -69.4% 475 $324K
Essex Bank 0.07% Reduce -0.6% 473 $323K
Purkiss Capital Advisors LLC 0.15% Add +4.7% 472 $322K
Optimize Financial Inc. 0.17% Add +32.9% 469 $320K
LifeSteps Financial, Inc. 0.20% Add +2.9% 467 $319K
Gallacher Capital Management LLC 0.13% Add +6.9% 465 $318K
Brown Miller Wealth Management, LLC 0.09% Add +11.0% 464 $317K
Vigilare Wealth Management 0.11% Reduce -24.8% 463 $316K
Mason Investment Advisory Services, Inc. 0.02% Reduce -24.5% 463 $316K
Impact Capital Partners LLC 0.09% Reduce -1.7% 462 $316K
Perennial Investment Advisors, LLC 0.03% Reduce -29.2% 460 $314K
Somerville Kurt F 0.05% No change 460 $314K
Live Oak Private Wealth LLC 0.04% Reduce -1.3% 459 $313K
KFA Private Wealth Group, LLC 0.09% No change 458 $313K
ABLE Financial Group, LLC 0.07% Reduce -19.6% 458 $313K
Guyasuta Investment Advisors Inc. 0.02% Add +2.7% 458 $313K
Jackson Square Capital, LLC 0.07% Add +7.3% 457 $312K
Gallagher Capital Advisors, LLC 0.18% New 2,456 $311K
ORG Partners LLC 0.06% Add +14.3% 455 $311K
Wynn Capital, LLC 0.15% No change 455 $311K
SP Asset Management LLC 0.02% No change 454 $310K
Sage Rhino Capital LLC 0.06% No change 451 $308K
Matrix Asset Advisors Inc. 0.03% Add +0.2% 451 $308K
Values Added Financial LLC 0.14% Reduce -2.2% 450 $307K
Capital Analysts, LLC 0.01% No change 450 $307K
McClarren Financial Advisors, Inc. 0.19% Reduce -0.2% 449 $307K
Benin Management CORP 0.07% No change 449 $307K
LRI Investments, LLC 0.03% Reduce -7.6% 448 $306K
Synergy Financial Group, LTD 0.21% Reduce -3.9% 448 $306K
Broadway Wealth Solutions, Inc. 0.17% Add +2.0% 447 $305K
Abel Hall, LLC 0.12% Add +1.1% 447 $305K
Arista Wealth Management, LLC 0.04% Add +3.2% 446 $305K
Elser Financial Planning, Inc 0.37% Reduce -1.1% 446 $304K
CenterBook Partners LP 0.01% Reduce -83.5% 445 $304K
JB Capital LLC 0.01% Reduce -2.6% 445 $304K
Balboa Wealth Partners 0.05% Add +49.5% 444 $303K
Arete Wealth Advisors, LLC 0.02% Reduce -76.3% 443 $302K
Eagle Wealth Strategies LLC 0.15% Reduce -3.9% 442 $302K
Performance Wealth Partners, LLC 0.01% Reduce -11.1% 441 $301K
Sax Wealth Advisors, LLC 0.02% Add +7.1% 438 $299K
Legacy Advisors, LLC 0.04% — 435 $297K
Canopy Partners, LLC 0.10% Add +1.2% 434 $296K
FAS Wealth Partners, Inc. 0.02% Add +0.5% 434 $296K
Syverson Strege & Co 0.07% Reduce -2.3% 433 $296K
Concorde Asset Management, LLC 0.12% — 438 $296K
Paragon Private Wealth Management, LLC 0.10% New 432 $295K
Patrick M Sweeney & Associates, Inc. 0.19% Add +7.7% 432 $295K
Whalen Wealth Management Inc. 0.17% New 432 $295K
Tennessee Valley Asset Management Partners 0.04% New 431 $295K
Baker Boyer National Bank 0.10% No change 430 $294K
Howard Bailey Securities, LLC 0.08% Reduce -5.3% 428 $292K
United Advisor Group, LLC 0.04% New 428 $292K
180 Wealth Advisors, LLC 0.04% Add +1.2% 428 $292K
Petix & Botte Co 0.07% Add +6.5% 426 $291K
Cidel Asset Management Inc. 0.02% No change 426 $291K
Portfolio Design Labs, LLC 0.05% Reduce -57.9% 424 $290K
Sepio Capital, LP 0.02% New 423 $289K
Omega Financial Group, LLC 0.10% New 422 $288K
Eubel Brady & Suttman Asset Management Inc. 0.04% New 421 $288K
Cornell Pochily Investment Advisors, Inc. 0.09% New 421 $288K
Balentine LLC 0.01% Add +2.4% 420 $287K
Capital Advisors Inc. 0.00% Reduce -0.7% 419 $286K
Brown, Lisle/Cummings, Inc. 0.07% No change 418 $285K
One River Asset Management, LLC 0.91% New 415 $283K
Moody National Bank Trust Division 0.02% No change 414 $283K
Onyx Bridge Wealth Group LLC 0.03% Add +21.8% 413 $282K
BetterWealth, LLC 0.07% Add +3.8% 412 $281K
Nordwand Advisors, LLC 0.04% Add +43.7% 411 $281K
Hall Laurie J Trustee 0.09% Add +2.5% 410 $280K
Continuum Advisory, LLC 0.03% Add +45.4% 410 $280K
Harbour Investments, Inc. 0.01% Add +12.9% 410 $280K
Altfest L J & Co. Inc. 0.03% Reduce -8.5% 407 $278K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -2.6% 407 $278K
Financial Engines Advisors L.L.C. 0.00% Reduce -23.2% 407 $278K
Foster Group, Inc. 0.01% Add +19.8% 406 $277K
Mma Asset Management LLC 0.09% Add +17.3% 406 $277K
Jeppson Wealth Management, LLC 0.09% No change 406 $277K
Physicians Financial Services, Inc. 0.08% No change 406 $277K
Advus Financial Partners, LLC 0.07% Reduce -4.5% 405 $277K
Pine Harbor Wealth Management, LLC 0.09% No change 404 $276K
Berman McAleer LLC 0.04% — 403 $275K
Sageworth Trust Co 0.01% New 403 $275K
IFG Advisory, LLC 0.01% Reduce -2.4% 402 $275K
Corundum Group, Inc. 0.11% Reduce -7.4% 401 $274K
Global Endowment Management, LP 0.03% Add +2.0% 401 $274K
Triumph Capital Management 0.07% New 400 $273K
Freemont Management S.A. 0.21% Reduce -69.2% 400 $273K
Fortis Advisors, LLC 0.16% No change 400 $273K
Carret Asset Management, LLC 0.03% No change 400 $273K
Intact Investment Management Inc. 0.01% Reduce -91.7% 400 $273K
Lingohr Asset Management GmbH 0.48% New 400 $273K
LSV Asset Management 0.00% New 400 $273K
ClearAlpha Technologies LP 0.75% New 399 $272K
TFR Capital, LLC. 0.09% Add +1.0% 398 $272K
Pinnacle Bancorp, Inc. 0.08% Add +5.8% 398 $272K
Walter & Keenan Wealth Management LLC /in/ 0.08% No change 397 $271K
Concentrum Wealth Management 0.08% Add +1.8% 396 $270K
Riversedge Advisors, LLC 0.05% Add +8.8% 394 $269K
Kovack Advisors, Inc. 0.03% Add +1.3% 394 $269K
LifePlan Investment Advisors, Inc. 0.11% Reduce -0.3% 393 $268K
Grandfield & Dodd, LLC 0.02% Add +5.4% 393 $268K
Drucker Wealth 3.0, LLC 0.05% Add +3.7% 392 $268K
Center For Asset Management LLC 0.14% Reduce -8.4% 392 $268K
Graves Light Lenhart Wealth, Inc. 0.03% No change 392 $268K
CFO4Life Group, LLC 0.04% Reduce -1.3% 390 $266K
Ignite Planners, LLC 0.04% Add +15.8% 389 $266K
Red Wave Investments LLC 0.08% No change 389 $266K
Aries Wealth Management 0.06% No change 388 $265K
Solidarity Wealth, LLC 0.06% No change 388 $265K
AlTi Global, Inc. 0.01% Reduce -14.5% 390 $265K
Linscomb Wealth, Inc. 0.01% Add +1.8% 387 $264K
Fortis Capital Management LLC 0.04% Add +11.2% 386 $264K
Leo Wealth, LLC 0.03% Reduce -41.2% 386 $264K
McDonald Partners LLC 0.08% New 386 $264K
Fortitude Advisory Group L.L.C. 0.14% Add +13.2% 386 $264K
Figure 8 Investment Strategies LLC 0.23% No change 385 $263K
Facet Wealth, Inc. 0.01% New 384 $262K
Hutchens & Kramer Investment Management Group, LLC 0.10% New 383 $262K
Caerus Investment Advisors, LLC 0.11% New 382 $261K
Eagle Strategies LLC 0.03% Reduce -9.5% 382 $261K
Fermata Advisors, LLC 0.07% Add +20.9% 382 $261K
Rothschild Wealth LLC 0.06% New 381 $260K
Farmers National Bank 0.06% Add +14.1% 380 $260K
Colonial Trust Co / SC 0.03% Add +7.4% 379 $259K
Salvus Wealth Management, LLC 0.14% New 378 $258K
Seldon Capital LP 0.09% No change 378 $258K
Crawford Investment Counsel Inc. 0.00% Add +4.7% 377 $257K
MQS Management LLC 0.15% New 376 $257K
DSG Capital Advisors, LLC 0.04% Add +0.3% 376 $257K
Advanced Asset Management Advisors Inc 0.07% No change 375 $256K
PEAK6 LLC 0.01% Add +12400.0% 375 $256K
Lantz Financial LLC 0.06% Add +5.3% 374 $255K
Samalin Investment Counsel, LLC 0.09% Reduce -6.3% 373 $255K
First Citizens Financial Corp 0.13% Add +12.1% 372 $254K
Crown Wealth Group, LLC 0.08% Add +2.8% 371 $253K
Covenant Asset Management, LLC 0.05% No change 371 $253K
Ranch Capital Advisors Inc. 0.10% No change 371 $253K
Park Place Capital Corp 0.05% Add +7.3% 370 $253K
PUREfi Wealth, LLC 0.19% Add +4.5% 369 $252K
DecisionMap Wealth Management, LLC 0.16% Add +9.2% 369 $252K
Citrine Capital LLC 0.12% No change 369 $252K
Berkshire Asset Management LLC 0.01% Reduce -1.3% 368 $251K
Gemmer Asset Management LLC 0.02% No change 368 $251K
Stonebrook Private Inc. 0.05% Reduce -4.2% 366 $250K
Nilsine Partners, LLC 0.02% Add +6.1% 366 $250K
Archer Investment Corp 0.06% Add +69.8% 365 $249K
Heritage Investment Group, Inc. 0.04% No change 364 $248K
OneAscent Wealth Management LLC 0.08% Reduce -0.3% 363 $248K
Luminvest Wealth Management LLC 0.08% Reduce -9.3% 363 $248K
Castle Rock Wealth Management, LLC 0.05% Reduce -2.6% 367 $248K
PGIM Custom Harvest LLC 0.00% Reduce -1.1% 361 $247K
U.S. Capital Wealth Advisors, LLC 0.01% Add +2.6% 361 $247K
May Hill Capital, LLC 0.07% Add +4.1% 359 $245K
Associated Banc-Corp 0.01% No change 359 $245K
Pension & Wealth Management Advisors, Inc. 0.08% Reduce -4.0% 358 $245K
XML Financial, LLC 0.02% No change 358 $245K
One Wealth Advisors, LLC 0.03% New 358 $244K
Davidson Trust Co. 0.10% New 357 $244K
Atlatl Advisers LLC 0.10% New 356 $243K
Silver Grove Financial Group, Inc. 0.23% — 355 $243K
Golden State Wealth Management, LLC 0.03% No change 354 $242K
Fielder Capital Group LLC 0.06% Add +13.8% 354 $242K
Bank of Stockton 0.07% No change 353 $241K
Arthur M. Cohen & Associates, LLC 0.04% No change 353 $241K
Atlas Brown,Inc. 0.07% Reduce -0.8% 352 $241K
Sandy Cove Advisors, LLC 0.08% Add +0.9% 352 $240K
Morey & Quinn Wealth Partners, LLC 0.18% No change 352 $240K
Twelve Points Wealth Management LLC 0.06% No change 352 $240K
Patton Fund Management, Inc. 0.04% No change 352 $240K
Quantum Financial Advisors, LLC 0.03% No change 352 $240K
Northwest Wealth Management, LLC 0.04% Add +10.0% 351 $240K
Marino, Stram & Associates LLC 0.04% Add +0.3% 351 $239K
Brooklyn FI, LLC 0.05% Reduce -22.4% 350 $239K
WealthPLAN Partners, LLC 0.04% New 350 $239K
Fiduciary Family Office, LLC 0.07% Reduce -23.2% 347 $237K
Blackston Financial Advisory Group, LLC 0.14% Reduce -1.7% 346 $236K
Clarkston Capital Partners, LLC 0.01% No change 346 $236K
CFS Investment Advisory Services, LLC 0.02% Add +6.5% 345 $236K
West Bancorporation Inc. 0.13% Reduce -7.0% 345 $236K
NovaPoint Capital, LLC 0.06% New 344 $235K
Creekmur Asset Management LLC 0.04% Reduce -32.3% 342 $234K
Blue Chip Partners, LLC 0.02% Add +3.0% 342 $234K
Ameritas Advisory Services, LLC 0.02% Add +4.0% 342 $233K
Cadent Capital Advisors, LLC 0.06% Reduce -0.3% 341 $233K
Alpha Cubed Investments, LLC 0.01% Reduce -5.3% 341 $233K
Motive Wealth Advisors 0.10% Reduce -0.9% 340 $232K
Certified Advisory Corp 0.02% Reduce -24.9% 340 $232K
Royal Fund Management, LLC 0.03% No change 339 $231K
Westmount Partners, LLC 0.06% Add +7.3% 340 $231K
Chancellor Financial Group WB LP 0.16% No change 337 $230K
Latitude Advisors, LLC 0.10% Add +17.0% 337 $230K
Claret Asset Management Corp 0.03% Reduce -1.2% 337 $230K
Braun-Bostich & Associates Inc. 0.14% Reduce -0.9% 336 $229K
Putney Financial Group LLC 0.23% Reduce -13.0% 335 $229K
Beese Fulmer Investment Management, Inc. 0.02% Reduce -1.2% 334 $228K
Verus Capital Partners, LLC 0.02% Add +14.8% 333 $228K
Phillips Wealth Planners LLC 0.19% New 339 $227K
Galvin, Gaustad & Stein, LLC 0.02% No change 332 $227K
Bayesian Capital Management, LP 0.05% Reduce -86.5% 332 $227K
Seeds Investor LLC 0.05% Reduce -32.4% 332 $226K
YANKCOM Partnership 0.10% Add +0.6% 331 $226K
ARS Wealth Advisors Group, LLC 0.02% Add +7.1% 330 $225K
Centurion Wealth Management LLC 0.05% Add +19.2% 329 $225K
Freedom Investment Management, Inc. 0.06% Reduce -87.2% 329 $225K
Consolidated Capital Management, LLC 0.08% No change 329 $225K
Worth Asset Management, LLC 0.10% Reduce -81.7% 329 $225K
Bayforest Capital Ltd 0.11% Reduce -66.8% 328 $224K
Renasant Bank 0.14% Reduce -4.1% 327 $223K
WPG Advisers, LLC 0.17% Reduce -2.7% 326 $223K
Trilogy Capital Inc. 0.01% Add +3.2% 326 $223K
Munich Reinsurance Co Stock Corp in Munich 0.01% — 326 $223K
Echo45 Advisors LLC 0.13% Reduce -1.8% 326 $223K
Aletheian Wealth Advisors LLC 0.10% Add +2.9% 325 $222K
Osprey Private Wealth LLC 0.08% No change 325 $222K
Sunpointe, LLC 0.08% Reduce -0.3% 325 $222K
Five Oceans Advisors 0.08% Reduce -5.8% 324 $221K
Werba Rubin Papier Wealth Management 0.04% Reduce -6.9% 323 $221K
Ascentis Independent Advisors 0.04% New 322 $220K
Covestor Ltd 0.12% Add +2.6% 320 $219K
Goldstein Advisors, LLC 0.03% Reduce -16.8% 321 $219K
Sound Income Strategies, LLC 0.01% Add +2.4% 339 $219K
Journey Advisory Group, LLC 0.02% No change 320 $219K
Moloney Securities Asset Management, LLC 0.03% New 319 $218K
Intrua Financial, LLC 0.03% New 318 $217K
Naples Global Advisors, LLC 0.02% Add +24.8% 317 $217K
Roman Butler Fullerton & Co. 0.06% Add +18.8% 329 $216K
Pine Haven Investment Counsel, Inc 0.16% Add +3.3% 315 $215K
Enterprise Financial Services Corp 0.11% Reduce -9.7% 315 $215K
Waddell & Associates, LLC 0.02% New 314 $214K
Retirement Solution LLC 0.05% No change 314 $214K
Consilio Wealth Advisors, LLC 0.07% Add +1.3% 313 $214K
Aspiriant, LLC 0.01% Reduce -15.5% 310 $212K
Bellecapital International Ltd. 0.03% New 310 $212K
Fulton Breakefield Broenniman LLC 0.01% No change 310 $212K
Hemington Wealth Management 0.03% Reduce -0.6% 309 $211K
Optivise Advisory Services LLC 0.13% Reduce -10.7% 309 $211K
Wealthstream Advisors, Inc. 0.03% Reduce -1.3% 308 $210K
Uniting Wealth Partners, LLC 0.05% New 308 $210K
Intelligence Driven Advisers, LLC 0.03% No change 307 $210K
Fi3 FINANCIAL ADVISORS, LLC 0.07% Reduce -10.8% 307 $210K
Azzad Asset Management Inc. 0.02% Reduce -10.8% 306 $209K
IRON Financial LLC 0.10% New 305 $208K
Advyzon Investment Management, LLC 0.04% New 305 $208K
Physician Wealth Advisors, Inc. 0.03% Reduce -0.3% 305 $208K
Autumn Glory Partners, LLC 0.09% No change 304 $208K
Bell Bank 0.01% Reduce -0.7% 304 $208K
Burton Enright Welch 0.03% Add +4.5% 303 $207K
Convergence Investment Partners, LLC 0.05% No change 301 $206K
Foronjy Financial LLC 0.09% Reduce -3.2% 301 $206K
49 Wealth Management, LLC 0.02% New 301 $206K
Olympiad Research LP 0.29% New 301 $206K
Cohen & Steers, Inc. 0.00% No change 300 $205K
Piar LLC 0.15% New 300 $205K
Catherine Avery Investment Management LLC 0.13% No change 300 $205K
Silver Lake Advisory, LLC 0.08% No change 300 $205K
Texas Yale Capital Corp. 0.01% Reduce -23.1% 300 $205K
Fenimore Asset Management Inc 0.00% New 300 $205K
Kesler, Norman & Wride, LLC 0.04% New 326 $205K
Brown Wealth Management, LLC 0.06% Reduce -2.9% 299 $204K
North Forty Two & Co. 0.20% Reduce -14.4% 298 $204K
Vaughan David Investments LLC 0.00% No change 297 $203K
Global Financial Private Client, LLC 0.07% Add +6.5% 296 $202K
Phillips Financial Management, LLC 0.01% Add +2.1% 296 $202K
DT Investment Partners, LLC 0.02% No change 295 $201K
Baron Wealth Management LLC 0.07% Reduce -7.3% 293 $200K
Ironvine Capital Partners, LLC 0.02% No change 293 $200K
Root Financial Partners, LLC 0.01% Reduce -44.0% 290 $198K
JPL Wealth Management, LLC 0.05% New 287 $196K
Center for Financial Planning, Inc. 0.02% No change 283 $193K
Group One Trading LLC 0.01% New 274 $187K
Murphy & Mullick Capital Management Corp 0.14% No change 269 $184K
Nova Wealth Management, Inc. 0.13% No change 261 $178K
Ascentis Wealth Management, LLC 0.04% Add +2066.7% 260 $178K
Glen Eagle Advisors, LLC 0.02% Add +2.4% 256 $175K
Washington Trust Advisors, Inc. 0.01% Reduce -4.8% 255 $174K
Rise Advisors, LLC 0.06% Add +2.9% 250 $171K
E Fund Management (Hong Kong) Co., Ltd. 0.10% Add +89.3% 248 $169K
Financial Network Wealth Advisors LLC 0.18% Add +15.8% 242 $165K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.33% Reduce -90.5% 242 $165K
Wellington Shields & Co., LLC 0.04% No change 239 $163K
Main Street Group, LTD 0.05% Add +5.3% 239 $163K
Farmers & Merchants Investments Inc. 0.00% No change 233 $159K
Western Pacific Wealth Management, LP 0.15% Reduce -3.8% 231 $158K
Delta Asset Management LLC 0.01% No change 228 $156K
Family Capital Trust Co 0.05% New 219 $150K
Corsicana & Co. 0.08% — 217 $148K
Horizon Bancorp Inc. 0.07% Add +68.0% 215 $147K
Salomon & Ludwin, LLC 0.01% Add +127.7% 214 $146K
AdvisorNet Financial, Inc 0.01% Reduce -25.9% 212 $145K
North Capital, Inc. 0.11% Add +2.9% 212 $145K
St Germain D J Co. Inc. 0.01% Add +1.4% 210 $143K
Cornerstone Planning Group LLC 0.02% Add +5.3% 217 $143K
Ameriflex Group, Inc. 0.05% New 206 $141K
GW&K Investment Management, LLC 0.00% Add +8.6% 202 $138K
Berbice Capital Management LLC 0.08% No change 200 $137K
IMG Wealth Management, Inc. 0.09% Add +0.5% 199 $136K
Birch Capital Management, LLC 0.07% No change 197 $135K
Brown Shipley& Co Ltd 0.07% No change 193 $132K
General Partner, Inc. 0.07% No change 187 $128K
Abich Financial Wealth Management LLC 0.05% — 186 $127K
Avalon Trust Co 0.01% Add +3.4% 183 $125K
Centaurus Financial, Inc. 0.01% Add +23.3% 180 $123K
Indiana Trust & Investment Management Co 0.04% No change 180 $123K
Guerra Advisors Inc 0.04% New 172 $117K
S&T Bank 0.03% No change 165 $113K
Private Wealth Asset Management, LLC 0.01% Reduce -4.7% 163 $111K
Alpine Bank Wealth Management 0.02% Add +0.6% 162 $111K
Plante Moran Financial Advisors, LLC 0.01% Add +4.5% 161 $110K
Optiver Holding B.V. 0.00% New 161 $110K
Mowery & Schoenfeld Wealth Management, LLC 0.19% Reduce -2.4% 160 $109K
Solstein Capital, LLC 0.05% No change 159 $109K
Van Lanschot Kempen Investment Management N.V. 0.00% Reduce -64.3% 154 $105K
Coastline Trust Co 0.01% No change 153 $104K
Addison Advisors LLC 0.02% Add +4.1% 152 $104K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 150 $102K
Ofi Invest Asset Management 0.00% Add +4.2% 174 $101K
Grey Fox Wealth Advisors, LLC 0.02% New 144 $98K
Provenance Wealth Advisors, LLC 0.01% No change 143 $98K
Private Wealth Management Group, LLC 0.03% No change 141 $96K
Palisade Asset Management, LLC 0.01% New 141 $96K
Clark Wealth Partners 0.06% Reduce -7.3% 140 $93K
Independence Bank of Kentucky 0.01% No change 135 $92K
Curio Wealth, LLC 0.04% No change 134 $92K
First Pacific Financial 0.01% Add +465.2% 130 $89K
Anfield Capital Management, LLC 0.03% Add +0.8% 126 $86K
Cloud Capital Management, LLC 0.04% New 125 $85K
Redmont Wealth Advisors LLC 0.12% No change 124 $85K
Deseret Mutual Benefit Administrators 0.04% No change 124 $85K
Hazlett, Burt & Watson, Inc. 0.03% Add +12.5% 117 $80K
Islay Capital Management, LLC 0.05% No change 117 $80K
Clayton Financial Group LLC 0.06% New 115 $79K
Redwood Park Advisors LLC 0.06% No change 110 $75K
Legacy Wealth Managment, LLC 0.03% No change 108 $74K
Financial Management Professionals, Inc. 0.01% No change 108 $74K
REAP Financial Group, LLC 0.02% Add +10.3% 107 $73K
Nvwm, LLC 0.02% No change 107 $73K
TD Capital Management LLC 0.01% No change 105 $72K
Binnacle Investments Inc 0.04% Add +2.0% 103 $70K
GPS Wealth Strategies Group, LLC 0.01% No change 100 $68K
Sarver Vrooman Wealth Advisors 0.04% No change 98 $67K
Medallion Wealth Advisors, LLC 0.02% No change 97 $66K
SJS Investment Consulting Inc. 0.01% Add +3066.7% 95 $65K
Rakuten Securities, Inc. 0.02% Add +27.0% 94 $64K
Summit Securities Group LLC 0.02% New 91 $62K
Retirement Wealth Solutions LLC 0.04% Reduce -1.1% 90 $62K
Hilltop National Bank 0.01% No change 89 $61K
Paladin Advisory Group, LLC 0.05% No change 86 $59K
Abound Wealth Management 0.01% No change 86 $59K
Hughes Financial Services, LLC 0.01% No change 89 $58K
Key Financial Inc 0.01% Reduce -3.4% 85 $58K
Ransom Advisory, Ltd 0.03% No change 84 $57K
Accredited Wealth Management, LLC 0.04% Add +261.4% 300 $57K
Steigerwald, Gordon & Koch Inc. 0.01% New 83 $57K
Caitlin John, LLC 0.04% New 81 $55K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 81 $55K
Sachetta, LLC 0.02% Add +23.8% 78 $53K
Raleigh Capital Management Inc. 0.02% Reduce -4.9% 78 $53K
Westside Investment Management, Inc. 0.01% Add +126.5% 77 $52K
CBIZ Investment Advisory Services, LLC 0.00% Add +5.6% 76 $52K
Dunhill Financial, LLC 0.02% No change 75 $52K
Kimelman & Baird, LLC 0.00% No change 75 $51K
Kings Path Partners LLC 0.02% No change 72 $49K
Rialto Wealth Management, LLC 0.01% No change 71 $48K
DecisionPoint Financial, LLC 0.01% Reduce -32.4% 71 $48K
Albion Financial Group 0.00% Add +40.0% 70 $48K
First United Bank & Trust 0.02% No change 68 $46K
Activest Wealth Management 0.01% Add +8.1% 67 $46K
Atwood & Palmer Inc. 0.00% No change 67 $46K
Creative Financial Designs Inc. 0.00% Add +6.6% 65 $44K
Piscataqua Savings Bank 0.03% No change 65 $44K
Quaker Wealth Management, LLC 0.01% Add +1.6% 63 $43K
Cetera Trust Company, N.A 0.02% No change 62 $42K
Loomis Sayles & Co. L P 0.00% Add +1.6% 62 $42K
PMV Capital Advisers, LLC 0.08% No change 60 $41K
Howard Hughes Medical Institute 0.02% No change 60 $41K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 60 $41K
Delos Wealth Advisors, LLC 0.03% No change 59 $40K
Cornerstone National Bank & Trust Co 0.02% No change 57 $39K
VSM Wealth Advisory, LLC 0.01% No change 56 $38K
Tradewinds Capital Management, LLC 0.01% No change 56 $38K
LOM Asset Management Ltd 0.01% No change 55 $38K
Webster Bank, N. A. 0.00% No change 54 $37K
Bangor Savings Bank 0.00% No change 54 $37K
Colonial Trust Advisors 0.00% No change 54 $37K
Avion Wealth 0.01% No change 54 $36K
TruNorth Capital Management, LLC 0.01% New 52 $36K
Richardson Financial Services Inc. 0.02% Add +70.0% 51 $35K
Boreal Capital Management LLC 0.03% No change 50 $34K
Tanglewood Legacy Advisors, LLC 0.01% No change 50 $34K
City State Bank 0.01% No change 50 $34K
Kilter Group LLC 0.02% Add +8.9% 49 $33K
RMG Wealth Management LLC 0.00% No change 49 $33K
True Wealth Design, LLC 0.01% Add +32.4% 49 $33K
Pin Oak Investment Advisors Inc. 0.02% New 48 $33K
MCF Advisors LLC 0.00% Add +20.5% 47 $32K
MTM Investment Management, LLC 0.01% Add +135.0% 47 $32K
DiNuzzo Private Wealth, Inc. 0.00% No change 45 $30K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -2.2% 45 $30K
Halbert Hargrove Global Advisors, LLC 0.00% Add +57.7% 41 $28K
Fairscale Capital, LLC 0.02% No change 41 $28K
Toth Financial Advisory Corp. 0.00% Reduce -32.8% 41 $28K
HHM Wealth Advisors, LLC 0.00% Reduce -64.0% 40 $27K
LGT Financial Advisors LLC 0.06% No change 40 $27K
Copia Wealth Management 0.02% No change 40 $27K
Sagard Holdings Management Inc. 0.12% No change 36 $25K
NFSG Corp 0.00% Reduce -89.9% 35 $24K
Barnes Dennig Private Wealth Management LLC 0.03% Reduce -79.8% 35 $24K
High Note Wealth, LLC 0.00% Add +9.4% 35 $24K
Tompkins Financial Corp. 0.00% No change 35 $24K
Imprint Wealth LLC 0.07% — 34 $23K
Front Row Advisors LLC 0.01% No change 32 $22K
Towne Trust Company, N.A 0.01% No change 32 $22K
Raffa Wealth Management, LLC 0.00% Add +6.7% 32 $22K
Trifecta Capital Advisors, LLC 0.00% Add +244.4% 31 $21K
Northwest Capital Management Inc 0.02% No change 31 $21K
Noble Wealth Management PBC 0.01% — 31 $21K
Hollencrest Capital Management 0.00% No change 31 $21K
Valued Wealth Advisors LLC 0.01% No change 30 $21K
Kentucky Trust Co 0.01% No change 30 $20K
Aspect Partners, LLC 0.01% Add +3.5% 30 $20K
Turim 21 Investimentos Ltda. 0.01% New 22 $20K
Marquette Asset Management, LLC 0.00% New 29 $20K
Hurley Capital, LLC 0.01% New 29 $20K
Tortoise Investment Management, LLC 0.00% Reduce -9.4% 29 $20K
Robinswood Financial LLC 0.01% No change 28 $19K
Hanson & Doremus Investment Management 0.00% No change 27 $18K
Elevation Wealth Partners, LLC 0.01% New 26 $18K
Strategic Advocates LLC 0.00% New 25 $17K
N.E.W. Advisory Services LLC 0.00% No change 25 $17K
Wealth Watch Advisors, INC 0.01% New 24 $16K
Manning & Napier Advisors LLC 0.00% New 23 $16K
Optimum Investment Advisors 0.01% No change 20 $14K
Frazier Financial Advisors, LLC 0.01% No change 19 $13K
WealthCollab, LLC 0.01% Add +18.8% 19 $13K
Bare Financial Services, Inc 0.00% Add +26.7% 19 $13K
Adirondack Trust Co. 0.00% No change 19 $13K
Dogwood Wealth Management LLC 0.01% Reduce -50.0% 18 $12K
Missouri Trust & Investment Co 0.00% No change 18 $12K
Nemes Rush Group LLC 0.00% Reduce -10.5% 17 $12K
Contravisory Investment Management, Inc. 0.00% New 17 $12K
IAG Wealth Partners, LLC 0.00% No change 17 $12K
Vision Financial Markets LLC 0.01% No change 17 $11K
Kelleher Financial Advisors 0.00% New 16 $11K
Altshuler Shaham Ltd 0.00% Add +33.3% 16 $11K
Principia Wealth Advisory, LLC 0.01% Add +15.4% 15 $10K
Beaird Harris Wealth Management, LLC 0.00% Add +25.0% 15 $10K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -6.3% 15 $10K
PFS Partners, LLC 0.00% No change 13 $9K
Steph & Co. 0.00% Add +44.4% 13 $9K
TFC Financial Management, Inc. 0.00% No change 13 $9K
Cedar Wealth Management, LLC 0.00% No change 12 $8K
South Plains Financial, Inc. 0.01% No change 12 $8K
Kozak & Associates, Inc. 0.00% No change 12 $8K
Bfsg, LLC 0.00% No change 11 $8K
Signature Resources Capital Management, LLC 0.00% No change 11 $8K
Sittner & Nelson, LLC 0.00% No change 11 $8K
JNBA Financial Advisors 0.00% No change 10 $7K
Minot DeBlois Advisors LLC 0.01% No change 10 $7K
Vermillion & White Wealth Management Group, LLC 0.00% New 10 $7K
Virtus Advisers, LLC 0.00% Reduce -90.0% 10 $7K
Evelyn Partners Investment Management (Europe) Ltd 0.00% No change 10 $7K
Barrett & Company, Inc. 0.00% No change 10 $7K
Berkshire Capital Holdings Inc. 0.00% No change 10 $7K
GoalVest Advisory LLC 0.00% New 10 $7K
Pacifica Partners Inc. 0.00% Reduce -88.0% 10 $7K
Winnacle Wealth LLC 0.00% New 9 $6K
Bruce G. Allen Investments, LLC 0.00% No change 9 $6K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 8 $5K
Core Alternative Capital 0.00% No change 8 $5K
Bay Harbor Wealth Management, LLC 0.00% Add +14.3% 8 $5K
Mascoma Wealth Management LLC 0.00% No change 8 $5K
MPWM Advisory Solutions, LLC 0.00% No change 7 $5K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 6 $4K
WestEnd Advisors, LLC 0.00% Reduce -33.3% 6 $4K
PayPay Securities Corp 0.14% Add +50.0% 6 $4K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -91.9% 6 $4K
Crowley Wealth Management, Inc. 0.00% No change 5 $3K
Asset Planning,Inc 0.00% No change 5 $3K
FWL Investment Management, LLC 0.00% Reduce -16.7% 5 $3K
First Command Advisory Services, Inc. 0.00% No change 5 $3K
Winthrop Capital Management, LLC 0.00% No change 4 $3K
Evolution Wealth Management Inc. 0.00% Reduce -79.0% 4 $3K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 4 $3K
American Capital Advisory, LLC 0.00% Reduce -20.0% 4 $3K
Global Trust Asset Management, LLC 0.00% New 4 $3K
Vermillion Wealth Management, Inc. 0.00% New 4 $3K
Armstrong Advisory Group, Inc. 0.00% No change 4 $3K
1620 Investment Advisors, Inc. 0.00% No change 3 $2K
Davis Capital Management 0.00% — 3 $2K
Breakwater Investment Management 0.00% Add +50.0% 3 $2K
Security National Bank 0.00% New 3 $2K
McIlrath & Eck, LLC 0.00% Reduce -62.5% 3 $2K
Country Trust Bank 0.00% New 3 $2K
Cheviot Value Management, LLC 0.00% No change 3 $2K
Byrne Asset Management LLC 0.00% Reduce -83.3% 2 $1K
Seneschal Advisors, LLC 0.00% New 2 $1K
HFM Investment Advisors, LLC 0.00% No change 2 $1K
Evermay Wealth Management LLC 0.00% No change 2 $1K
IMA Advisory Services, Inc. 0.00% No change 2 $1K
Heartwood Wealth Advisors LLC 0.00% New 2 $1K
Turning Point Benefit Group, Inc. 0.00% New 2 $1K
Cape Investment Advisory, Inc. 0.00% No change 1 $683
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $683
Stone House Investment Management, LLC 0.00% New 1 $683
ESL Trust Services, LLC 0.00% New 1 $683
Bear Mountain Capital, Inc. 0.00% New 1 $675
KERR FINANCIAL PLANNING Corp 0.00% — 1 $655
Y.D. More Investments Ltd 0.00% New 75 $158

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