IntuitINTU

13F holders, Q4 2025 (December 31)
2,268holders +72
122new positions
146sold out
15famous investors
$661.70avg. 13F price*

At the end of Q4 2025, 2,268 institutions reported holding Intuit Inc. (INTU) in their 13F filings, up 72 from Q3 2025. 122 opened new positions and 146 sold out. The largest holders were Vanguard Group Inc. ($19.2B), BlackRock, Inc. ($17.5B) and State Street Corp. ($8.7B). 15 famous investors held it, including Dev Kantesaria (3.3% of Valley Forge Capital Management's portfolio), Terry Smith (2.4% of Fundsmith's portfolio) and Ken Fisher (0.5% of Fisher Asset Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions122$614.8M
Exits146$2.3B

All 13F filers, Q3 2025 → Q4 2025: 19,089,360 shares bought and 15,594,348 shares sold, net +3,495,012 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,268 holders

Vanguard Group Inc. 0.28% Add +1.0% 28,918,438 $19.2B
BlackRock, Inc. 0.30% Reduce -3.9% 26,430,847 $17.5B
State Street Corp. 0.29% Add +1.4% 13,062,848 $8.7B
JPMorgan Chase & Co. 0.52% Add +10.8% 11,709,784 $7.8B
Invesco Ltd. 0.61% Add +158.3% 9,704,256 $6.4B
Geode Capital Management, LLC 0.27% Add +1.3% 6,614,539 $4.4B
T. Rowe Price Associates Inc. 0.42% Reduce -7.4% 5,854,645 $3.9B
Morgan Stanley 0.20% Add +1.2% 5,100,857 $3.4B
Norges Bank 0.33% — 4,617,021 $3.1B
Wellington Management Group LLP 0.42% Reduce -10.6% 3,600,944 $2.4B
Northern Trust Corp. 0.29% Reduce -1.3% 3,403,750 $2.3B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.44% Reduce -5.7% 3,146,317 $2.1B
State Farm Mutual Automobile Insurance Co. 1.59% No change 3,058,534 $2.0B
Goldman Sachs Group Inc. 0.29% Add +15.1% 3,033,266 $2.0B
Bank of New York Mellon Corp 0.33% Add +20.3% 2,791,212 $1.8B
FMR LLC 0.09% Add +3.7% 2,771,287 $1.8B
Brown Advisory Inc. 2.35% Reduce -10.9% 2,540,153 $1.7B
Nuveen, LLC 0.43% Add +20.5% 2,465,130 $1.6B
Alliancebernstein L.P. 0.50% Add +18.7% 2,373,817 $1.6B
Fisher Asset Management 0.52% Reduce -9.6% 2,284,310 $1.5B
Legal & General Group Plc 0.32% Add +10.9% 2,163,080 $1.4B
Royal Bank of Canada 0.25% Add +7.5% 2,108,313 $1.4B
Janus Henderson Group PLC 0.60% Add +14.6% 2,018,738 $1.3B
Charles Schwab Investment Management Inc. 0.21% Add +2.4% 2,008,432 $1.3B
Bank of America Corp. 0.09% Add +1.9% 1,935,327 $1.3B
Arrowstreet Capital, Limited Partnership 0.75% Add +36.3% 1,923,842 $1.3B
Franklin Resources Inc. 0.28% Add +15.3% 1,706,327 $1.1B
Unisphere Establishment 8.42% No change 1,700,000 $1.1B
Ameriprise Financial Inc. 0.24% Add +3.1% 1,624,305 $1.1B
Deutsche Bank AG 0.35% Add +19.2% 1,599,873 $1.1B
Barclays PLC 0.41% Reduce -19.4% 1,546,907 $1.0B
Ninety One UK Ltd 1.98% Reduce -2.3% 1,392,267 $922.3M
Edgewood Management LLC 4.29% Reduce -26.5% 1,358,392 $899.8M
Clearbridge Investments, LLC 0.64% Reduce -6.7% 1,196,536 $792.6M
Wells Fargo & Company 0.15% Reduce -13.6% 1,165,125 $771.8M
Victory Capital Management Inc. 0.43% Add +8.1% 1,139,587 $754.9M
FIL Ltd 0.56% Add +53.6% 1,125,878 $745.8M
Amundi 0.22% Reduce -42.1% 1,078,556 $714.5M
Fayez Sarofim & Co 1.69% Add +14.8% 1,060,542 $702.5M
Primecap Management Co. 0.53% Reduce -5.8% 1,056,337 $699.7M
Pictet Asset Management Holding SA 0.66% Add +3.5% 1,025,056 $679.0M
Massachusetts Financial Services Co. 0.21% Add +74.8% 976,145 $646.6M
UBS Group AG 0.13% Reduce -6.1% 961,699 $637.0M
Sustainable Growth Advisers, LP 4.41% Reduce -23.1% 959,601 $635.7M
Schroder Investment Management Group 0.47% Add +36.6% 929,529 $615.7M
Winslow Capital Management, LLC 2.02% Reduce -6.3% 909,751 $601.6M
Swedbank AB 0.57% Add +0.6% 886,427 $587.2M
Envestnet Asset Management Inc. 0.16% Reduce -10.9% 834,198 $552.6M
California Public Employees Retirement System 0.31% Add +4.7% 819,871 $543.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 4.66% Add +1.6% 942,707 $514.2M
Citigroup Inc. 0.35% Add +16.6% 766,572 $507.8M
Swiss National Bank 0.30% Reduce -5.0% 764,000 $506.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.56% Add +61.7% 740,493 $490.6M
Sumitomo Mitsui Trust Group, Inc. 0.29% Reduce -7.8% 736,955 $488.2M
HSBC Holdings PLC 0.27% Add +8.3% 719,257 $476.7M
BNP Paribas Financial Markets 0.28% Add +3.4% 647,489 $428.9M
Vontobel Holding Ltd. 1.40% Reduce -15.3% 642,705 $425.7M
Nordea Investment Management AB 0.36% Reduce -23.0% 631,567 $419.9M
National Pension Service 0.31% Reduce -6.9% 625,963 $414.7M
Fundsmith 2.42% Add +3.5% 625,619 $414.4M
Dimensional Fund Advisors LP 0.09% Add +0.6% 613,383 $406.3M
Lindsell Train Ltd 10.25% Reduce -0.3% 610,251 $404.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.26% Add +6.0% 615,469 $387.4M
Neuberger Berman Group LLC 0.28% Reduce -7.9% 569,093 $377.1M
Voya Investment Management LLC 0.42% Add +47.8% 559,389 $369.9M
Acadian Asset Management LLC 0.59% Reduce -5.0% 545,790 $361.5M
Eagle Capital Management LLC 1.11% Reduce -0.9% 538,877 $357.0M
Rhumbline Advisers 0.29% Reduce -3.0% 534,768 $354.2M
Sei Investments Co. 0.34% Reduce -0.4% 522,506 $346.1M
Polen Capital Management LLC 1.45% Reduce -22.5% 512,656 $339.6M
Navera Investment Management Ltd. 7.13% Add +7.4% 509,822 $337.8M
ProShare Advisors LLC 0.59% Add +36.1% 508,602 $336.9M
Capital Research Global Investors 0.06% Add +0.3% 483,963 $320.6M
Holocene Advisors, LP 0.67% Add +73.9% 476,280 $315.5M
Russell Investments Group, Ltd. 0.34% Add +13.1% 467,884 $310.4M
CIBC Private Wealth Group LLC 0.51% Add +811.7% 457,562 $303.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.49% Add +2.7% 445,144 $294.9M
William Blair Investment Management, LLC 0.82% Reduce -9.2% 442,391 $293.0M
Comgest Global Investors S.A.S. 5.22% Reduce -2.3% 442,234 $292.9M
Nomura Asset Management International Inc. 0.44% — 440,619 $291.9M
California State Teachers Retirement System 0.29% Reduce -0.4% 434,868 $288.1M
Citadel Advisors 0.20% Add +641.2% 426,594 $282.6M
DSM Capital Partners LLC 4.14% Reduce -9.4% 421,838 $279.4M
First Trust Advisors LP 0.20% Add +13.4% 414,290 $274.4M
Allianz Asset Management GmbH 0.31% Reduce -35.5% 402,709 $266.8M
Stifel Financial Corp. 0.23% Reduce -4.1% 394,287 $261.2M
Findlay Park Partners LLP 3.15% Reduce -16.8% 372,185 $246.5M
Williams Jones Wealth Management, LLC. 2.64% Add +6.6% 352,707 $233.6M
Principal Financial Group Inc. 0.12% Add +3.3% 347,871 $230.4M
National Bank of Canada 0.24% Add +6.3% 347,502 $230.2M
Royal London Asset Management Ltd. 0.47% Reduce -1.2% 338,021 $223.9M
Bank of Montreal 0.09% Add +10.6% 335,649 $222.3M
DekaBank Deutsche Girozentrale 0.38% No change 314,704 $219.7M
Raymond James Financial Inc. 0.07% Reduce -7.5% 327,806 $217.2M
New York State Common Retirement Fund 0.27% Reduce -2.8% 309,241 $204.8M
Magellan Asset Management Ltd 2.46% Add +7.2% 305,521 $202.4M
Local Pensions Partnership Investment Ltd 3.49% No change 299,281 $198.3M
Rathbones Group PLC 0.75% Reduce -9.9% 289,793 $192.0M
Robeco Institutional Asset Management B.V. 0.27% Reduce -5.1% 284,645 $188.6M
Natixis Advisors, LLC 0.27% Add +4.6% 282,815 $187.3M
AQR Capital Management 0.10% Reduce -50.4% 278,468 $184.5M
Life Cycle Investment Partners Ltd 1.29% — 278,082 $184.2M
Ensign Peak Advisors, Inc 0.33% Add +12.9% 277,900 $184.1M
Lazard Asset Management LLC 0.31% Reduce -31.9% 273,113 $180.9M
Jensen Investment Management Inc. 2.85% Reduce -49.2% 272,978 $180.8M
Assenagon Asset Management S.A. 0.27% Add +155.4% 270,840 $179.4M
CANADA LIFE ASSURANCE Co 0.30% Reduce -12.7% 257,094 $170.4M
Prudential Financial Inc. 0.20% Reduce -10.2% 250,961 $166.2M
Bank Julius Baer & Co. Ltd, Zurich 0.46% Reduce -2.2% 250,076 $166.0M
SG Americas Securities, LLC 0.22% Add +2607.8% 248,030 $164.3M
Danske Bank A/S 0.38% Add +8.6% 247,157 $163.7M
LPL Financial LLC 0.04% Add +1.3% 245,971 $162.9M
Blair William & Co. 0.43% Reduce -2.6% 243,875 $161.5M
Handelsbanken Fonder AB 0.49% Add +1.0% 243,355 $161.2M
State Board of Administration of Florida Retirement System 0.28% Reduce -2.8% 242,911 $160.9M
Adage Capital Partners Gp, L.L.C. 0.24% Add +3.4% 241,700 $160.1M
Ako Capital LLP 2.41% Reduce -64.6% 238,876 $158.2M
Aviva PLC 0.27% Add +5.4% 237,625 $157.4M
Aberdeen Group plc 0.24% Reduce -1.2% 229,432 $152.0M
Caisse de depot et placement du Quebec 0.26% Reduce -12.5% 229,156 $151.8M
New York State Teachers Retirement System 0.29% Reduce -0.8% 228,678 $151.5M
Man Group plc 0.29% Reduce -14.4% 227,295 $150.6M
CCLA Investment Management 2.37% Add +8.9% 222,696 $147.5M
Valley Forge Capital Management 3.32% Reduce -15.3% 221,236 $146.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.22% Add +2.4% 215,586 $142.8M
Hyperion Asset Management Ltd 3.98% Add +16.6% 215,188 $142.5M
Cerity Partners LLC 0.20% Add +0.7% 208,473 $138.1M
Select Equity Group, L.P. 0.64% Add +38.9% 207,997 $137.8M
US Bancorp \de 0.16% Add +3.2% 200,367 $132.7M
Panagora Asset Management Inc. 0.47% Add +54.9% 199,556 $132.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.28% Reduce -0.0% 194,447 $128.8M
Skandinaviska Enskilda Banken AB (publ) 0.51% Reduce -30.7% 190,366 $126.2M
Mitsubishi UFJ Trust & Banking Corp 0.30% Add +0.7% 189,736 $125.7M
Credit Agricole S A 0.34% Reduce -2.6% 187,271 $124.1M
Storebrand Asset Management As 0.33% Add +1.6% 183,278 $121.4M
Quilter Plc 2.00% Add +0.5% 179,556 $118.9M
Bowie Capital Management, LLC 4.84% Reduce -4.2% 177,007 $117.3M
Fundsmith Investment Services LTD. 2.14% Reduce -6.5% 176,360 $116.8M
Manufacturers Life Insurance Company, The 0.10% Reduce -0.2% 173,180 $114.7M
Mackenzie Financial Corp. 0.14% Add +7.8% 171,587 $114.7M
Treasurer of the State of North Carolina 0.37% Reduce -6.3% 172,937 $114.6M
Erste Asset Management GmbH 0.96% Add +59.9% 170,039 $113.9M
Nicholas Hoffman & Company, LLC. 2.62% Reduce -1.1% 170,803 $113.1M
Milford Funds Ltd. 2.20% — 169,427 $112.2M
Capital World Investors 0.02% Add +187.8% 168,666 $111.7M
TD Asset Management Inc 0.09% Reduce -0.7% 168,576 $111.7M
Bank of Nova Scotia 0.17% Add +152.5% 168,468 $111.6M
1832 Asset Management L.P. 0.14% Add +398.4% 167,278 $110.8M
Liontrust Investment Partners LLP 1.62% Reduce -8.0% 165,096 $109.4M
Focus Partners Wealth 0.12% Add +10.9% 164,720 $109.2M
Susquehanna International Group, LLP 0.15% Add +5.7% 163,697 $108.4M
APG Asset Management N.V. 0.31% Add +3.8% 191,833 $108.2M
Korea Investment CORP 0.21% Reduce -22.2% 162,978 $108.0M
Canada Pension Plan Investment Board 0.07% Reduce -64.8% 160,674 $106.4M
Qube Research & Technologies Ltd 0.15% Reduce -77.5% 160,155 $106.1M
Mirae Asset Global Investments Co., Ltd. 0.29% Add +10.0% 159,722 $105.8M
PFA Pension, Forsikringsaktieselskab 0.30% — 156,731 $105.0M
Capitolis Liquid Global Markets LLC 0.62% Add +187.3% 158,000 $104.7M
PNC Financial Services Group, Inc. 0.06% Reduce -2.0% 156,235 $103.5M
NEOS Investment Management LLC 0.59% Add +26.9% 154,167 $102.1M
Quantinno Capital Management LP 0.20% Add +28.6% 153,827 $101.9M
D. E. Shaw & Co. 0.08% Reduce -33.1% 152,992 $101.3M
Marshall Wace, LLP 0.10% Add +202.4% 150,000 $99.4M
L1 Capital International Pty Ltd 5.01% Add +365.3% 146,458 $97.0M
Bartlett & Co. Wealth Management LLC 1.26% Add +10.5% 145,542 $96.4M
Corient Private Wealth LP 0.13% Add +7.2% 144,983 $96.1M
Asset Management One Co., Ltd. 0.27% Add +14.2% 142,523 $95.9M
State of Wisconsin Investment Board 0.21% Reduce -4.5% 144,465 $95.7M
CIBC Asset Management Inc 0.23% Add +29.6% 144,328 $95.6M
Chicago Capital, LLC 2.34% Reduce -5.5% 143,275 $94.9M
Chevy Chase Trust Holdings, LLC 0.25% Reduce -0.5% 141,833 $94.0M
Tandem Investment Advisors, Inc. 3.43% Add +62.0% 139,240 $92.2M
Nomura Asset Management Co. Ltd. 0.23% Add +1.9% 138,080 $91.5M
Davis R M Inc. 1.56% Reduce -0.6% 136,879 $90.7M
Teacher Retirement System of Texas 0.31% Add +8.4% 135,100 $89.5M
E. Ohman J:or Asset Management AB 2.08% Add +1.3% 134,648 $89.2M
MUFG Securities EMEA plc 1.03% Add +2001.8% 133,230 $88.3M
Baillie Gifford & Co. 0.07% Reduce -6.0% 131,793 $87.3M
Calamos Advisors LLC 0.51% Add +13.2% 130,688 $86.6M
W1M Asset Management Ltd 0.88% Add +176.7% 127,866 $84.7M
Mariner, LLC 0.10% Add +20.0% 127,381 $84.4M
KLP Kapitalforvaltning As 0.32% No change 125,390 $83.1M
Baird Financial Group, Inc. 0.12% Add +5.1% 118,538 $78.5M
American Century Companies Inc. 0.04% Add +2.7% 116,528 $77.2M
Nisa Investment Advisors, LLC 0.25% Add +1.6% 116,461 $77.1M
Johnson Investment Counsel Inc. 0.63% Add +11.7% 115,969 $76.8M
Millennium Management 0.06% Reduce -24.8% 115,656 $76.6M
Public Employees Retirement System of Ohio 0.24% Add +1.7% 114,260 $75.7M
Nissay Asset Management Corp. /Japan 0.39% Reduce -20.5% 113,486 $75.2M
Bristol Gate Capital Partners Inc. 4.22% Reduce -1.5% 110,558 $73.2M
Pinebridge Investments LLC 0.54% — 110,338 $73.1M
Swiss Life Asset Management Ltd 0.37% Add +4.2% 109,756 $72.7M
Healthcare of Ontario Pension Plan Trust Fund 0.12% Add +18.4% 109,240 $72.4M
Ninety One North America, Inc. 2.92% Add +1.8% 108,831 $72.1M
Mn Services Vermogensbeheer B.V. 0.44% Add +1.8% 108,165 $71.7M
Eurizon Capital SGR S.p.A. 0.22% — 107,719 $71.4M
Bradley Foster & Sargent Inc. 1.04% Add +2.1% 106,915 $70.8M
Rafferty Asset Management, LLC 0.24% Reduce -5.5% 105,685 $70.0M
Syquant Capital Sas 8.53% New 105,000 $69.6M
Temasek Holdings (Private) Ltd 0.22% Reduce -48.0% 104,239 $69.0M
Toronto Dominion Bank 0.12% Reduce -48.9% 102,661 $68.0M
Border to Coast Pensions Partnership Ltd 1.18% New 102,446 $68.0M
Union Bancaire Privee, UBP SA 0.81% Reduce -28.9% 97,733 $67.9M
Mediolanum International Funds Ltd 0.68% Add +6.1% 101,293 $67.9M
NewEdge Advisors, LLC 0.24% Add +208.8% 99,779 $66.1M
Vident Advisory, LLC 0.62% Add +3.8% 98,912 $65.5M
NS Partners Ltd 2.56% Add +0.9% 98,760 $65.4M
LGT Capital Partners LTD. 3.22% Add +0.3% 98,079 $65.0M
Truist Financial Corp. 0.09% Add +4.2% 97,105 $64.3M
LGT Group Foundation 0.70% Add +14.3% 95,942 $64.3M
M&G PLC 0.34% Add +11.6% 96,466 $63.9M
State of New Jersey Common Pension Fund D 0.23% Reduce -2.8% 94,999 $62.9M
Fernbridge Capital Management LP 3.07% Add +20.0% 94,321 $62.5M
Resona Asset Management Co.,Ltd. 0.30% Reduce -3.4% 93,890 $62.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.33% Reduce -16.1% 93,893 $62.2M
Forsta Ap-Fonden 0.37% Reduce -1.1% 93,720 $62.1M
Wedge Capital Management L L P 1.08% Reduce -2.6% 91,038 $60.3M
DF Dent & Co. Inc. 0.86% Reduce -6.7% 90,496 $59.9M
Disciplined Growth Investors Inc. 1.14% Reduce -1.3% 89,795 $59.5M
ThornTree Capital Partners LP 9.89% Add +14.3% 89,302 $59.2M
Comerica Bank 0.24% Reduce -3.3% 89,153 $59.1M
Lansforsakringar Fondforvaltning AB (publ) 0.29% Add +1.1% 89,076 $59.0M
Birch Hill Investment Advisors LLC 2.46% Add +3.8% 88,753 $58.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.49% Add +3.0% 88,500 $58.6M
Natixis 0.23% New 88,200 $58.4M
Daiwa Securities Group Inc. 0.19% Reduce -0.4% 86,244 $57.1M
Anomaly Capital Management, LP 2.04% Reduce -65.3% 85,561 $56.7M
Macquarie Group Ltd. 0.25% Reduce -86.2% 85,530 $56.6M
STRS Ohio 0.21% Reduce -2.9% 83,874 $55.6M
Captrust Financial Advisors 0.10% Reduce -9.3% 82,667 $54.8M
UniSuper Management Pty Ltd 0.33% Reduce -3.2% 82,272 $54.5M
MetLife Investment Management, LLC 0.26% Reduce -2.6% 79,909 $52.9M
KBC Group NV 0.12% Reduce -51.5% 78,779 $52.2M
Arizona State Retirement System 0.28% Reduce -3.4% 78,730 $52.2M
Intermede Investment Partners Ltd 2.09% New 76,847 $50.9M
Investment House LLC 2.41% Reduce -1.1% 76,468 $50.7M
Zurich Insurance Group Ltd 0.35% Reduce -15.6% 75,790 $50.2M
Guinness Asset Management LTD 0.81% Add +11.9% 74,169 $50.0M
Creative Planning 0.04% Add +7.4% 74,940 $49.6M
NorthCrest Asset Manangement, LLC 1.10% Reduce -0.4% 77,516 $49.1M
Keybank National Association 0.18% Reduce -0.3% 74,047 $49.1M
King Luther Capital Management Corp. 0.20% Add +11.1% 73,594 $48.8M
Mogy Joel R Investment Counsel Inc. 2.64% Reduce -0.1% 73,531 $48.7M
Czech National Bank 0.32% Add +3.8% 73,511 $48.7M
State of Tennessee, Department of Treasury 0.15% Add +9.2% 96,922 $48.4M
State of Michigan Retirement System 0.24% Reduce -3.3% 72,990 $48.4M
Benjamin Edwards Inc. 0.53% Add +6.5% 72,771 $48.2M
Xponance LLC 0.35% Add +0.6% 71,235 $47.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.33% Add +1.6% 70,819 $47.0M
Suncoast Equity Management 4.73% Reduce -1.9% 70,654 $46.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.37% Add +9.7% 70,384 $46.6M
Guggenheim Capital LLC 0.34% Add +1.3% 69,884 $46.3M
ING Groep NV 0.28% Add +24.0% 69,054 $45.7M
Cetera Investment Advisers 0.05% Reduce -9.2% 68,142 $45.1M
Van Eck Associates Corp. 0.04% Add +8.9% 68,020 $45.1M
HighTower Advisors, LLC 0.05% Add +0.4% 67,952 $45.0M
Northwestern Mutual Wealth Management Co. 0.03% Add +0.6% 67,212 $44.5M
Andra AP-fonden 0.54% Add +92.0% 65,560 $43.4M
LMR Partners LLP 0.55% New 65,006 $43.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.22% Reduce -3.2% 64,852 $43.0M
Assetmark, Inc. 0.09% Reduce -6.7% 63,782 $42.3M
Ycg, LLC 3.16% Add +0.5% 63,286 $41.9M
Douglas Lane & Associates, LLC 0.57% Add +11.4% 63,122 $41.8M
Pacer Advisors, Inc. 0.11% Reduce -16.5% 62,349 $41.3M
DNB Asset Management AS 0.14% Add +2.3% 61,551 $40.8M
Sather Financial Group Inc 2.18% Add +0.5% 61,215 $40.6M
Asset Advisors Investment Management, LLC 3.74% Reduce -2.1% 61,132 $40.5M
Amalgamated Bank 0.29% Reduce -2.6% 60,689 $40.2M
Wilkinson Global Asset Management LLC 2.74% Reduce -1.9% 60,655 $40.2M
Intech Investment Management LLC 0.36% Add +191.3% 60,145 $39.8M
Baxter Bros Inc. 4.61% Add +0.5% 60,133 $39.8M
BI Asset Management Fondsmaeglerselskab A/S 0.35% Reduce -26.4% 59,996 $39.7M
O'shaughnessy Asset Management, LLC 0.22% Add +13.2% 59,974 $39.7M
Retirement Systems of Alabama 0.13% Reduce -0.3% 59,312 $39.3M
Mar Vista Investment Partners LLC 3.61% Reduce -6.6% 59,298 $39.3M
GF Fund Management Co. LTD. 0.67% Add +5.6% 59,089 $39.1M
LBP Am SA 0.45% Add +252.8% 58,723 $38.9M
IFM Investors Pty Ltd 0.32% Add +2.5% 58,593 $38.8M
WestEnd Advisors, LLC 0.90% Add +974683.3% 58,487 $38.7M
Cibc World Market Inc. 0.07% Add +266.1% 58,448 $38.7M
Walleye Capital LLC 0.24% Add +165.7% 58,427 $38.7M
Tidal Investments LLC 0.16% Add +259.9% 57,860 $38.3M
Nomura Holdings Inc. 0.11% Add +14.1% 57,638 $38.2M
Ilmarinen Mutual Pension Insurance Co 0.30% Reduce -9.5% 57,529 $38.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Reduce -0.3% 57,092 $37.8M
Trillium Asset Management, LLC 1.15% Reduce -0.8% 55,658 $37.5M
Troy Asset Management Ltd 0.94% Add +16.8% 55,168 $36.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.32% — 53,932 $35.7M
Factory Mutual Insurance Co. 0.36% Add +27.7% 53,900 $35.7M
Pathstone Holdings, LLC 0.14% Add +3.3% 53,681 $35.6M
Haverford Trust Co 0.31% Add +8.4% 52,826 $35.0M
Rakuten Investment Management, Inc. 0.12% Add +522.3% 51,697 $34.9M
Cibc World Markets Corp. 0.17% — 52,301 $34.6M
QRG Capital Management, Inc. 0.38% Add +1.7% 51,760 $34.3M
Hamilton Capital Partners Inc. 1.26% Add +10.0% 51,663 $34.2M
Bath Savings Trust Co 3.41% Add +1.3% 51,629 $34.2M
Two Sigma Investments, LP 0.05% Add +515.5% 51,614 $34.2M
Nichols & Pratt Advisers LLP 2.10% Reduce -0.2% 50,802 $33.7M
ShawSpring Partners LLC 6.33% Reduce -55.6% 50,721 $33.6M
North Star Asset Management Inc. 1.36% Add +2.8% 50,704 $33.6M
Junto Capital Management LP 0.75% New 50,259 $33.3M
Aureus Asset Management, LLC 2.12% Add +2.6% 50,165 $33.2M
Fifth Third Bancorp 0.10% Add +3.6% 49,854 $33.0M
M&T Bank Corp 0.11% Add +9.2% 49,412 $32.7M
Premier Fund Managers Ltd 1.88% Reduce -19.3% 48,694 $32.6M
Oppenheimer Asset Management Inc. 0.40% Reduce -0.1% 49,247 $32.6M
Dundas Partners LLP 2.26% Add +10.9% 48,551 $32.2M
Milestone Resources Group Ltd 1.57% No change 48,454 $32.1M
Northwest & Ethical Investments L.P. 0.72% Reduce -8.8% 48,018 $31.8M
Tredje AP-fonden 0.24% Add +92.6% 47,176 $31.3M
Alta Capital Management LLC/ 2.06% Reduce -14.5% 46,681 $30.9M
Martingale Asset Management L P 0.77% Reduce -2.5% 45,932 $30.4M
Dearborn Partners LLC 1.50% Reduce -8.0% 45,446 $30.1M
Waycross Partners, LLC 2.46% New 45,410 $30.1M
Shelton Capital Management 0.59% Add +2.1% 45,346 $30.0M
Utah Retirement Systems 0.28% Reduce -0.0% 45,078 $29.9M
Vanguard Personalized Indexing Management, LLC 0.29% Add +5.6% 45,076 $29.9M
Global X Japan Co., Ltd. 2.27% Add +52.9% 45,014 $29.8M
USS Investment Management Ltd 0.15% Add +0.3% 44,609 $29.6M
Sumitomo Mitsui Financial Group, Inc. 0.52% Reduce -4.7% 44,430 $29.4M
Wealthfront Advisers LLC 0.07% Add +4.4% 44,345 $29.4M
Varma Mutual Pension Insurance Co 0.18% Reduce -2.0% 44,158 $29.3M
Amova Asset Management Americas, Inc. 0.34% Reduce -13.3% 44,136 $29.2M
Davidson Investment Advisors 1.20% Reduce -0.2% 43,529 $28.8M
Federated Hermes, Inc. 0.05% Add +8.0% 43,434 $28.8M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -12.4% 42,819 $28.7M
Osterweis Capital Management Inc. 1.64% Reduce -1.6% 43,190 $28.6M
Zacks Investment Management 0.22% Add +2.0% 43,086 $28.5M
Harvest Portfolios Group Inc. 0.50% Add +25.9% 43,075 $28.5M
Clifford Swan Investment Counsel LLC 0.95% Reduce -0.5% 43,032 $28.5M
Osmosis Investment Management UK Ltd 0.72% — 42,972 $28.5M
National Mutual Insurance Federation of Agricultural Cooperatives 0.21% No change 42,900 $28.4M
DE Burlo Group Inc. 3.41% Add +60.1% 42,410 $28.1M
Police & Firemen's Retirement System of New Jersey 0.23% Reduce -4.8% 41,904 $27.8M
Rockefeller Capital Management L.P. 0.05% Add +8.4% 41,613 $27.6M
Renaissance Group LLC 1.11% Add +8.6% 41,580 $27.5M
Sterling Capital Management LLC 0.45% Reduce -7.7% 41,533 $27.5M
TrinityBridge Ltd 0.61% Add +12.4% 41,462 $27.5M
Public Sector Pension Investment Board 0.09% Add +40.6% 41,262 $27.3M
New York Life Investment Management LLC 0.24% Add +1.1% 41,249 $27.3M
Beacon Investment Advisory Services, Inc. 1.11% Reduce -2.5% 41,042 $27.2M
Cat Rock Capital Management LP 3.88% Reduce -24.6% 40,880 $27.1M
Wilson Asset Management (international) PTY Ltd. 6.87% No change 40,405 $26.8M
Crossmark Global Holdings, Inc. 0.38% Reduce -15.6% 40,221 $26.6M
United Capital Financial Advisors, LLC 0.16% Add +0.1% 39,681 $26.3M
Prudential PLC 0.21% Add +1.3% 39,649 $26.3M
Janney Montgomery Scott LLC 0.06% Add +17.2% 39,470 $26.1M
Wendell David Associates Inc. 2.65% Reduce -2.3% 39,451 $26.1M
Talbot Financial, LLC 2.13% Reduce -0.7% 39,126 $25.9M
Nan Fung Trinity (hk) Ltd. 2.05% No change 39,070 $25.9M
CI Investments Inc. 0.11% Add +4.2% 38,915 $25.8M
Trinity Street Asset Management LLP 1.61% Reduce -4.9% 38,776 $25.7M
McDaniel Terry & Co. 2.22% Reduce -1.9% 38,523 $25.5M
MML Investors Services, LLC 0.06% Add +5.5% 38,450 $25.5M
Rockland Trust Co. 1.00% Add +3.2% 38,431 $25.5M
Tran Capital Management, L.P. 3.01% Reduce -0.0% 37,976 $25.2M
Aptus Capital Advisors, LLC 0.21% Add +2.2% 37,581 $24.9M
Elo Mutual Pension Insurance Co 0.38% Reduce -0.1% 37,550 $24.9M
Ieq Capital, LLC 0.07% Reduce -32.7% 37,469 $24.8M
Daiichi Life Insurance Co., Ltd. 0.64% Add +46.9% 37,281 $24.7M
OP Asset Management Ltd 0.29% Add +20.2% 36,829 $24.4M
NorthCoast Asset Management LLC 0.54% Reduce -29.0% 36,620 $24.3M
UMB Bank, n.a. 0.32% Reduce -2.0% 36,445 $24.1M
Tiaa Trust, National Association 0.06% Add +11.3% 35,956 $23.8M
NFJ Investment Group, LLC 0.86% Reduce -30.6% 35,899 $23.8M
Public Employees Retirement Association of Colorado 0.09% Reduce -0.3% 35,848 $23.7M
Commonwealth Equity Services, LLC 0.03% Reduce -7.1% 35,503 $23.5M
Mercer Global Advisors Inc. 0.04% Reduce -8.8% 35,341 $23.4M
Sit Investment Associates Inc. 0.46% Add +2.8% 34,977 $23.2M
iA Global Asset Management Inc. 0.30% Add +4.7% 34,938 $23.1M
Moran Wealth Management, LLC 0.71% Reduce -3.0% 34,793 $23.0M
ASR Vermogensbeheer N.V. 0.26% Reduce -0.9% 34,176 $22.6M
B. Metzler seel. Sohn & Co. AG 0.20% Add +17.2% 33,877 $22.5M
State of Alaska, Department of Revenue 0.24% Reduce -6.4% 33,737 $22.3M
Peapack Gladstone Financial Corp. 0.28% Add +67.3% 33,603 $22.3M
Mutual of America Capital Management LLC 0.23% Reduce -1.1% 33,565 $22.2M
Lido Advisors, LLC 0.09% Reduce -0.1% 32,573 $22.2M
Addenda Capital Inc. 0.65% Reduce -1.4% 33,441 $22.2M
Canada Post Corp Registered Pension Plan 0.84% Add +31.0% 33,310 $22.1M
Teachers Retirement System of the State of Kentucky 0.17% Reduce -10.9% 33,284 $22.0M
Geneva Capital Management LLC 0.41% Reduce -2.2% 33,051 $21.9M
Abn Amro Investment Solutions 0.32% Add +147.5% 33,045 $21.9M
Lyell Wealth Management, LP 1.58% Reduce -0.2% 33,026 $21.9M
Ethic Inc. 0.34% Add +4.7% 33,011 $21.9M
Sienna Gestion 1.31% Reduce -1.6% 32,725 $21.8M
Louisiana State Employees Retirement System 0.37% Reduce -6.0% 32,800 $21.7M
Oregon Public Employees Retirement Fund 0.27% Add +0.2% 31,925 $21.1M
Segment Wealth Management, LLC 1.22% Add +1.5% 31,822 $21.1M
Regions Financial Corp. 0.13% Reduce -5.8% 31,713 $21.0M
Banco Santander, S.A. 0.16% Add +7.9% 31,682 $21.0M
IMC-Chicago, LLC 0.37% New 31,538 $20.9M
Osaic Holdings, Inc. 0.03% Reduce -26.9% 31,369 $20.8M
DJE Kapital AG 0.57% Reduce -67.3% 31,061 $20.8M
Bailard, Inc. 0.46% Reduce -4.6% 31,255 $20.7M
Schaper Benz & Wise Investment Counsel Inc. 1.49% Add +2.9% 31,216 $20.7M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.30% — 30,908 $20.5M
Jane Street Group, LLC 0.02% Add +160.3% 30,815 $20.4M
Bridges Investment Management Inc. 0.26% Reduce -3.4% 30,547 $20.2M
Orion Porfolio Solutions, LLC 0.15% Reduce -9.6% 30,466 $20.2M
Campbell Newman Asset Management Inc. 1.47% New 30,238 $20.0M
Jones Financial Companies LLLP 0.01% Add +11.1% 29,899 $19.8M
Trajan Wealth LLC 0.82% Reduce -2.8% 29,831 $19.8M
Bridgewater Associates 0.07% Reduce -69.4% 29,815 $19.8M
Cim, LLC 2.57% Reduce -0.7% 29,579 $19.6M
Kepler Cheuvreux (Suisse) SA 1.09% Reduce -10.7% 29,086 $19.3M
Point72 Asset Management 0.03% New 28,980 $19.2M
EP Wealth Advisors, LLC 0.10% — 28,969 $19.2M
Woodline Partners LP 0.07% Add +1639.1% 28,852 $19.1M
First Long Island Investors, LLC 1.40% Reduce -2.0% 28,746 $19.0M
Cwm, LLC 0.05% Reduce -21.4% 28,620 $19.0M
Howe & Rusling Inc. 1.25% Add +20.7% 28,490 $18.9M
Florida Trust Wealth Management Co 0.52% Reduce -2.3% 28,388 $18.8M
F/m Investments LLC 0.71% Reduce -2.1% 28,309 $18.8M
Laird Norton Wetherby Trust Company, LLC 0.39% Add +152.5% 28,285 $18.7M
Railway Pension Investments Ltd 0.22% No change 28,200 $18.7M
ADAPT Investment Managers SA 3.75% Add +52.2% 28,023 $18.6M
Envestnet Portfolio Solutions, Inc. 0.06% Reduce -9.2% 27,888 $18.5M
Norinchukin Bank, The 0.21% Add +11.1% 27,826 $18.4M
Generali Asset Management SPA SGR 0.38% Add +9.1% 27,801 $18.4M
Sone Capital Management, LLC 1.49% Add +103.7% 27,654 $18.3M
Hantz Financial Services, Inc. 0.27% Reduce -13.6% 27,538 $18.2M
Manchester Global Management (UK) Ltd 2.46% New 27,537 $18.2M
Glenview Trust Co 0.28% Add +48.7% 27,534 $18.2M
EULAV Asset Management 0.48% Reduce -46.7% 27,410 $18.2M
Titan Investment Solutions Ltd 2.18% — 27,285 $18.1M
Trust Co. of Vermont 0.75% Add +0.4% 27,179 $18.0M
Sora Investors LLC 1.53% Add +63.4% 26,834 $17.8M
Parallel Advisors, LLC 0.32% Add +0.4% 26,425 $17.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.10% No change 26,400 $17.5M
Candriam S.C.A. 0.09% Add +1.4% 26,337 $17.4M
Profund Advisors LLC 0.53% Add +4.3% 26,320 $17.4M
Raub Brock Capital Management LP 3.88% Reduce -3.6% 26,289 $17.4M
Vinva Investment Management Ltd 0.22% Add +20.7% 25,962 $17.4M
Motley Fool Asset Management LLC 0.67% Add +34.5% 25,883 $17.1M
Zevenbergen Capital Investments LLC 0.38% Add +0.2% 25,781 $17.1M
Wilmington Savings Fund Society, FSB 0.40% Reduce -4.5% 25,774 $17.1M
Jain Global LLC 0.17% Add +486.4% 25,757 $17.1M
Raiffeisen Bank International AG 0.22% Add +19.3% 25,469 $17.1M
Cander Asset Management LP 3.15% — 25,660 $17.0M
Evelyn Partners Investment Management LLP 0.47% Add +5.3% 25,606 $17.0M
Yousif Capital Management, LLC 0.18% Reduce -2.9% 31,856 $16.9M
Atria Investments, Inc 0.19% Reduce -6.3% 25,268 $16.7M
SteelPeak Wealth, LLC 0.54% Reduce -37.9% 24,987 $16.6M
Harvest Fund Management Co., Ltd 0.62% Add +37.1% 24,982 $16.5M
Commerce Bank 0.09% Add +1.0% 24,854 $16.5M
Danica Pension, Livsforsikringsaktieselskab 0.24% No change 24,820 $16.4M
Exchange Traded Concepts, LLC 0.14% Reduce -7.7% 24,774 $16.4M
Advocacy Wealth Management, LLC 0.69% Reduce -1.9% 24,765 $16.4M
Pinnacle Financial Partners, Inc. 0.12% — 24,428 $16.2M
Gabelli Funds LLC 0.11% Add +0.0% 24,353 $16.1M
Glenmede Trust Co. NA 0.08% — 24,287 $16.1M
Investment Management Corp of Ontario 0.21% Add +84.1% 23,995 $15.9M
Westpac Banking Corp. 1.00% Reduce -0.0% 23,802 $15.8M
Calamos Wealth Management LLC 0.55% Add +557.6% 23,669 $15.7M
Appleton Partners Inc. 1.03% Reduce -0.7% 23,574 $15.6M
Cullen/Frost Bankers, Inc. 0.17% Add +5.4% 23,503 $15.6M
HFR Wealth Management, LLC 3.66% Add +0.2% 23,389 $15.5M
Middleton & Co. Inc. 1.64% Add +3.8% 23,367 $15.5M
Cornerstone Advisors, LLC 0.51% Add +119.5% 23,272 $15.4M
CapitalatWork S.A. 0.47% Add +43.0% 22,950 $15.2M
Sanctuary Advisors, LLC 0.08% Add +15.9% 22,884 $15.2M
Boston Common Asset Management, LLC 0.91% Reduce -2.2% 22,829 $15.1M
Barlow Wealth Partners, LLC 1.63% Add +1.1% 23,346 $15.1M
Running Oak Capital LLC 1.88% Reduce -6.6% 22,672 $15.0M
Gillson Capital LP 0.97% New 22,387 $14.8M
Azimuth Capital Investment Management LLC 0.53% Reduce -21.8% 22,382 $14.8M
Ardmore Road Asset Management LP 1.11% Reduce -55.8% 22,115 $14.6M
Abner Herrman & Brock LLC 1.49% Reduce -28.1% 22,065 $14.6M
Brookstone Capital Management 0.17% Reduce -2.2% 22,046 $14.6M
&partners 0.08% Add +11.1% 22,044 $14.6M
Overbrook Management Corp 2.52% Reduce -4.2% 22,042 $14.6M
Copeland Capital Management, LLC 0.33% Reduce -4.2% 22,025 $14.6M
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 3.86% — 21,759 $14.4M
Torray Investment Partners LLC 2.20% New 21,635 $14.3M
Federation des caisses Desjardins du Quebec 0.05% Add +17.9% 21,243 $14.1M
T. Rowe Price Investment Management, Inc. 0.01% Reduce -94.6% 21,212 $14.1M
Allstate Corp. 0.19% Add +107.0% 21,102 $14.0M
Callan Family Office, LLC 0.30% Add +39.0% 21,003 $13.9M
Illinois Municipal Retirement Fund 0.17% Reduce -5.6% 20,875 $13.8M
Northstar Asset Management Inc. 3.55% Add +1.8% 20,773 $13.8M
Vestcor Inc 0.39% Add +79.1% 20,717 $13.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.33% Add +1834.6% 20,700 $13.7M
CWA Asset Management Group, LLC 0.49% Add +60.8% 20,698 $13.7M
YHB Investment Advisors, Inc. 0.95% Reduce -0.7% 20,696 $13.7M
Blue Sparrow, LLC 0.26% — 20,600 $13.6M
Tower Research Capital LLC (TRC) 0.33% Add +61.6% 20,518 $13.6M
Sequoia Financial Advisors, LLC 0.08% Add +11.2% 20,513 $13.6M
Baron Capital (BAMCO) 0.04% Reduce -15.7% 20,463 $13.6M
Liberty Capital Management, Inc. 2.52% Reduce -2.2% 20,419 $13.5M
Cary Street Partners Financial LLC 0.33% Add +11.5% 20,412 $13.5M
Impax Asset Management Group plc 0.08% Add +5.8% 20,276 $13.4M
Engineers Gate Manager LP 0.16% Add +1193.9% 20,250 $13.4M
Picton Mahoney Asset Management 0.15% Reduce -15.7% 20,187 $13.4M
Avanza Fonder AB 0.34% Reduce -0.5% 20,124 $13.3M
Ravenswood Partners LP 4.33% Add +1.3% 19,620 $13.0M
Mizuho Securities USA LLC 0.21% Reduce -0.1% 20,301 $12.9M
Baldwin Wealth Partners LLC 0.82% Add +2166.2% 19,376 $12.8M
Alley Investment Management Company, LLC 1.49% Reduce -0.6% 19,271 $12.8M
Stephens Inc. 0.16% Add +44.6% 19,234 $12.7M
Midwest Trust Co 0.16% Add +5.5% 19,172 $12.7M
Oxbow Advisors, LLC 1.13% Add +120.8% 19,116 $12.7M
Eventide Asset Management, LLC 0.19% Add +3.4% 18,720 $12.4M
Susquehanna Fundamental Investments, LLC 0.42% New 18,612 $12.3M
DAVENPORT & Co LLC 0.07% Add +6.5% 18,512 $12.3M
Evexia Wealth LLC 3.38% Add +0.6% 21,372 $12.1M
Buck Wealth Strategies, LLC 1.51% Add +9.0% 17,972 $11.9M
Kayne Anderson Rudnick Investment Management LLC 0.03% Reduce -39.6% 17,938 $11.9M
Waverly Advisors, LLC 0.10% Add +25.0% 17,926 $11.9M
McKinley Carter Wealth Services, Inc. 0.66% Reduce -3.3% 17,905 $11.9M
Citizens Financial Group Inc. 0.16% Reduce -0.2% 17,830 $11.8M
Kemnay Advisory Services Inc. 1.77% Add +5.6% 17,749 $11.8M
Kinetic Partners Management, LP 0.56% Reduce -76.9% 17,559 $11.6M
Flossbach Von Storch SE 0.05% Add +25.3% 17,336 $11.5M
Turtle Creek Wealth Advisors, LLC 0.90% Add +20.0% 17,265 $11.4M
Saraza Management, LP 4.41% Reduce -19.8% 17,250 $11.4M
GHP Investment Advisors, Inc. 0.47% Reduce -1.5% 17,208 $11.4M
Kentucky Retirement Systems 0.31% No change 17,143 $11.4M
Oak Ridge Investments LLC 0.68% Add +5.0% 17,045 $11.3M
Earnest Partners LLC 0.05% Reduce -18.0% 17,005 $11.3M
American National Bank & Trust 1.06% Add +4.8% 16,967 $11.2M
Park Avenue Securities LLC 0.09% Add +2.2% 16,832 $11.2M
Metis Global Partners, LLC 0.26% Reduce -4.7% 16,819 $11.1M
NLB Skladi, upravljanje premozenja, d.o.o. 0.51% — 16,764 $11.1M
Motco 1.00% Add +0.7% 16,716 $11.1M
AIA Group Ltd 0.16% Add +64.4% 16,324 $10.8M
Sycomore Asset Management 1.77% New 16,846 $10.7M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -4.7% 16,112 $10.7M
MAI Capital Management 0.06% Reduce -4.6% 16,107 $10.7M
Hartford Investment Management Co. 0.32% Reduce -1.5% 16,102 $10.7M
JGP Wealth Management, LLC 1.11% Add +3.0% 16,063 $10.6M
American Money Management, LLC 1.67% Add +8.6% 16,044 $10.6M
Iyo Bank, Ltd. 3.39% Add +41.3% 16,042 $10.6M
Horizon Investments, LLC 0.13% Reduce -22.9% 15,894 $10.5M
Sheets Smith Wealth Management 1.15% Reduce -0.2% 15,834 $10.5M
Montag A & Associates Inc. 0.47% Reduce -21.6% 15,584 $10.3M
Cresset Asset Management, LLC 0.04% Add +1.5% 15,496 $10.3M
Allspring Global Investments Holdings, LLC 0.02% Reduce -6.3% 16,290 $10.3M
Livforsakringsbolaget Skandia, Omsesidigt 0.40% Add +1.0% 15,435 $10.2M
Sapient Capital LLC 0.14% Add +2.1% 15,242 $10.2M
Jasper Ridge Partners, L.P. 0.22% No change 15,196 $10.1M
BTC Capital Management, Inc. 0.70% Reduce -2.1% 15,142 $10.0M
Allianz SE 0.13% Reduce -2.6% 15,129 $10.0M
Alyeska Investment Group, L.P. 0.03% New 15,055 $10.0M
Fulcrum Capital LLC 2.00% Add +4.5% 15,002 $9.9M
Maytus Capital Management, LLC 2.35% Add +2900.0% 15,000 $9.9M
Oppenheimer & Co. Inc. 0.14% Add +2.9% 14,988 $9.9M
Ithaka Group LLC 1.76% Add +1.3% 14,932 $9.9M
Patten & Patten Inc. 0.57% Reduce -5.5% 14,784 $9.8M
Ninety One SA (Pty) Ltd 0.42% Add +15.5% 14,756 $9.8M
Voleon Capital Management LP 0.21% Add +81.0% 14,672 $9.7M
Gotham Asset Management 0.04% Reduce -28.1% 14,606 $9.7M
Granite Investment Partners, LLC 0.57% Add +3.0% 14,574 $9.7M
ARK Investment Management 0.06% Reduce -5.6% 14,562 $9.6M
Headinvest, LLC 1.90% Add +5.6% 14,450 $9.6M
Jacobs & Co. 0.90% Add +0.5% 14,424 $9.6M
Bokf, NA 0.14% Reduce -18.9% 14,213 $9.4M
Los Angeles Capital Management LLC 0.03% Reduce -0.5% 14,302 $9.4M
Gulf International Bank (UK) Ltd 0.30% Add +0.2% 14,082 $9.3M
Advisors Asset Management, Inc. 0.16% Reduce -11.2% 14,036 $9.3M
Tocqueville Asset Management L.P. 0.14% Reduce -0.1% 14,030 $9.3M
Flputnam Investment Management Co. 0.13% Add +135.3% 13,953 $9.2M
Ferguson Wellman Capital Management, Inc. 0.15% Add +1.7% 13,933 $9.2M
Lombard Odier Asset Management (Switzerland) SA 0.39% Reduce -1.5% 13,916 $9.2M
Texas Capital Bank Wealth Management Services Inc 0.53% Add +3.1% 13,798 $9.1M
China Universal Asset Management Co., Ltd. 0.70% Add +7.3% 13,702 $9.1M
Thrivent Financial for Lutherans 0.02% Reduce -2.4% 13,650 $9.1M
Maryland State Retirement & Pension System 0.19% No change 13,615 $9.0M
HB Wealth Management, LLC 0.06% Add +2.9% 13,598 $9.0M
Marietta Wealth Management, LLC 1.04% Add +3.9% 13,512 $9.0M
Elk River Wealth Management LLC 1.44% Reduce -2.1% 13,509 $8.9M
Apollon Wealth Management, LLC 0.15% Reduce -1.8% 13,426 $8.9M
EFG International AG 0.17% — 13,331 $8.8M
Eagle Global Advisors LLC 0.33% Add +7.3% 13,314 $8.8M
Princeton Global Asset Management LLC 1.43% Add +95.6% 13,305 $8.8M
Curi Capital, LLC 0.15% Reduce -9.4% 13,113 $8.7M
Kestra Advisory Services, LLC 0.04% Add +23.9% 13,086 $8.7M
Vanderbilt University 1.48% Add +4.0% 13,063 $8.7M
Nearwater Capital Markets, Ltd 0.15% Reduce -61.3% 13,000 $8.6M
Farther Finance Advisors, LLC 0.09% Add +14.1% 12,921 $8.6M
GAM Holding AG 0.55% Reduce -12.8% 12,902 $8.5M
Vestmark Advisory Solutions, Inc. 0.12% Add +99.8% 12,870 $8.5M
New Mexico Educational Retirement Board 0.25% Add +0.8% 12,778 $8.5M
Douglass Winthrop Advisors, LLC 0.15% Add +1.4% 12,774 $8.5M
Argent Capital Management LLC 0.24% Reduce -70.7% 12,770 $8.5M
Anderson Hoagland & Co. 0.73% Reduce -0.7% 12,751 $8.4M
Capital Fund Management S.A. 0.08% Reduce -77.3% 12,694 $8.4M
Ameritas Investment Partners, Inc. 0.25% Add +6.0% 12,575 $8.3M
Vest Financial, LLC 0.11% Add +43.0% 12,562 $8.3M
Mattern Capital Management, LLC 0.98% Add +22.4% 12,556 $8.3M
Bright Rock Capital Management, LLC 1.63% No change 12,500 $8.3M
Silvercrest Asset Management Group LLC 0.06% Add +6.4% 12,451 $8.2M
Clark Capital Management Group, Inc. 0.05% Add +13.5% 12,377 $8.2M
Dividend Assets Capital, LLC 1.57% Add +15.8% 12,365 $8.2M
Evelyn Partners Asset Management Ltd 1.92% Reduce -15.2% 12,323 $8.2M
Zions Bancorporation, National Association 0.38% Add +11.3% 12,304 $8.2M
Advisory Services Network, LLC 0.12% Reduce -9.8% 12,275 $8.1M
Kestra Private Wealth Services, LLC 0.10% Add +22.1% 12,131 $8.0M
Eagle Capital Management, LLC 2.91% Reduce -0.1% 12,097 $8.0M
Campbell Capital Management Inc. 2.69% New 12,003 $8.0M
Amica Mutual Insurance Co. 0.69% No change 12,001 $8.0M
PKO Investment Management Joint-Stock Co 0.63% No change 12,000 $7.9M
Caprock Group, LLC 0.17% Reduce -1.4% 11,994 $7.9M
Bessemer Group Inc. 0.01% Reduce -9.6% 11,986 $7.9M
New Age Alpha Advisors, LLC 0.34% Reduce -7.8% 11,972 $7.9M
Choreo, LLC 0.10% Reduce -3.1% 11,818 $7.9M
Sendero Wealth Management, LLC 0.87% Reduce -11.8% 11,870 $7.9M
Employees Retirement System of Texas 0.07% Add +60.6% 11,869 $7.9M
Carderock Capital Management Inc. 1.90% Reduce -1.0% 11,868 $7.9M
Siemens Fonds Invest GmbH 0.42% Reduce -4.8% 11,725 $7.9M
Sand Hill Global Advisors, LLC 0.27% Add +53.7% 11,645 $7.7M
Marks Group Wealth Management, Inc 0.73% Reduce -5.1% 11,554 $7.7M
XXEC, Inc. 7.57% Reduce -14.8% 11,435 $7.6M
Stansberry Asset Management, LLC 0.77% Add +0.8% 11,411 $7.6M
CX Institutional 0.23% Add +27.5% 11,408 $7.6M
Americana Partners, LLC 0.21% Add +1.5% 11,381 $7.5M
Knights of Columbus Asset Advisors LLC 0.43% Reduce -25.8% 11,327 $7.5M
Bogart Wealth, LLC 0.30% Add +57.8% 11,212 $7.4M
Kintegral Advisory, LLC 0.62% Reduce -2.7% 11,123 $7.4M
Evelyn Partners Investment Management Services Ltd 0.92% Reduce -3.4% 11,116 $7.4M
AG2R La Mondiale Gestion D'actifs 0.32% Add +6.2% 11,065 $7.3M
Steward Partners Investment Advisory, LLC 0.04% Add +17.4% 11,048 $7.3M
Strategic Planning Group, LLC 0.94% Add +12.8% 11,020 $7.3M
OMERS ADMINISTRATION Corp 0.05% Reduce -6.4% 10,878 $7.2M
HM Payson & Co. 0.10% Add +0.1% 10,800 $7.2M
S-Bank Fund Management Ltd 0.93% Reduce -6.0% 10,774 $7.1M
Financiere des Professionnels - Fonds d'investissement inc. 0.40% New 10,718 $7.1M
D.A. Davidson & Co. 0.04% Reduce -0.1% 10,691 $7.1M
AdvisorShares Investments LLC 1.18% Reduce -3.8% 10,685 $7.1M
Groupe la Francaise 0.10% Reduce -0.0% 10,536 $7.0M
Thompson Siegel & Walmsley LLC 0.12% Add +49.8% 10,527 $7.0M
Quinn Opportunity Partners LLC 0.30% New 10,500 $7.0M
NatWest Group plc 1.61% Reduce -25.6% 10,415 $6.9M
Banque Cantonale Vaudoise 0.25% Reduce -6.3% 10,408 $6.9M
Knollwood Investment Advisory, LLC 0.64% Add +1.0% 10,361 $6.9M
Marex Group Ltd 0.07% Reduce -79.7% 10,321 $6.8M
Apriem Advisors 0.63% Reduce -1.6% 10,317 $6.8M
Canal Capital Management, LLC 0.96% Add +5.6% 10,232 $6.8M
Dynamic Advisor Solutions LLC 0.22% Add +4.4% 10,228 $6.8M
Promethos Capital, LLC 1.83% Reduce -6.3% 10,123 $6.7M
Callahan Advisors, LLC 0.55% New 10,121 $6.7M
Bey-Douglas LLC 5.36% Reduce -0.3% 10,107 $6.7M
Lombard Odier Asset Management (Europe) Ltd 0.51% Reduce -29.1% 10,065 $6.7M
Private Advisor Group, LLC 0.03% Reduce -2.5% 10,049 $6.7M
Fiduciary Trust Co 0.08% Reduce -8.5% 10,027 $6.6M
Huntington National Bank 0.05% Reduce -6.8% 9,894 $6.6M
Uhlmann Price Securities, LLC 3.84% Add +5.9% 9,787 $6.5M
Bouvel Investment Partners, LLC 1.87% Add +1.8% 9,775 $6.5M
Plato Investment Management Ltd 0.42% Reduce -1.4% 9,712 $6.5M
Merit Financial Group, LLC 0.05% Reduce -8.3% 9,746 $6.5M
GC Wealth Management RIA, LLC 0.23% Add +14.9% 9,626 $6.4M
Scholtz & Company, LLC 2.76% Add +20.0% 9,611 $6.4M
Cape Cod Five Cents Savings Bank 0.58% No change 10,221 $6.3M
Central Bank & Trust Co. 0.98% Reduce -0.6% 9,556 $6.3M
OVERSEA-CHINESE BANKING Corp Ltd 0.17% Add +4.8% 9,550 $6.3M
Guinness Atkinson Asset Management Inc 2.97% Add +5.8% 9,348 $6.3M
First Nebraska Trust Co 0.57% Reduce -1.3% 9,390 $6.2M
Empirical Finance, LLC 0.30% Reduce -4.1% 9,387 $6.2M
Tokio Marine Asset Management Co. Ltd. 0.21% Add +0.6% 9,375 $6.2M
North Dakota State Investment Board 0.23% — 9,359 $6.2M
First Horizon Corp. 0.28% Reduce -4.5% 9,348 $6.2M
TCV Trust & Wealth Management, Inc. 0.50% Reduce -0.4% 9,269 $6.1M
Stratos Wealth Partners, LTD. 0.07% Reduce -2.3% 9,251 $6.1M
Tema ETFs LLC 0.48% Reduce -5.3% 9,244 $6.1M
Parallax Volatility Advisers, L.P. 0.21% Reduce -64.2% 9,231 $6.1M
Carmignac Gestion 0.08% Reduce -32.0% 9,179 $6.1M
M. Kulyk & Associates, LLC 1.16% Add +5.3% 9,167 $6.1M
Diversified Trust Co. 0.11% Reduce -11.5% 9,068 $6.0M
Axxcess Wealth Management, LLC 0.11% Add +26.4% 9,065 $6.0M
Burling Wealth Partners, LLC 0.93% Add +15.6% 9,065 $6.0M
Hillsdale Investment Management Inc. 0.16% Reduce -1.4% 9,002 $6.0M
Northwestern Mutual Investment Management Company, LLC 0.07% Add +0.2% 8,908 $5.9M
Hennion & Walsh Asset Management, Inc. 0.20% Reduce -11.3% 8,896 $5.9M
CreativeOne Wealth, LLC 0.14% Add +3.8% 8,861 $5.9M
Stanley-Laman Group, Ltd. 0.74% Add +5.3% 8,807 $5.8M
Walleye Trading LLC 0.09% New 8,774 $5.8M
FourThought Financial Partners, LLC 0.49% Add +2.0% 8,679 $5.7M
Sumitomo Life Insurance Co. 0.16% Add +6.0% 8,621 $5.7M
Greenleaf Trust 0.05% Add +1.9% 8,618 $5.7M
Coldstream Capital Management Inc. 0.07% Reduce -0.2% 8,580 $5.7M
Hancock Whitney Corp. 0.10% Add +51.5% 8,569 $5.7M
Evergreen Private Wealth LLC 2.24% Add +11.6% 8,564 $5.7M
Summit Trail Advisors, LLC 0.10% Reduce -11.6% 8,524 $5.6M
Empower Advisory Group, LLC 0.02% Add +1.4% 8,430 $5.6M
Pittenger & Anderson Inc. 0.21% Add +6.9% 8,429 $5.6M
Letson Investment Management, Inc. 2.04% Reduce -0.3% 8,384 $5.6M
Rench Wealth Management, Inc. 1.59% Add +0.9% 8,365 $5.5M
Composition Wealth, LLC 0.08% Add +4.3% 8,346 $5.5M
Vise Technologies, Inc. 0.11% Add +19.4% 8,274 $5.5M
Saturna Capital Corp. 0.07% Reduce -97.2% 8,215 $5.4M
Chicago Partners Investment Group LLC 0.13% Reduce -6.2% 9,642 $5.4M
Conning Inc. 0.19% Add +2.6% 8,204 $5.4M
V-Square Quantitative Management LLC 0.56% New 8,131 $5.4M
L. Roy Papp & Associates, LLP 0.59% Add +1.5% 8,124 $5.4M
Diversify Wealth Management, LLC 0.25% Add +5.6% 8,866 $5.4M
ExodusPoint Capital Management, LP 0.06% New 8,078 $5.4M
Penobscot Investment Management Company, Inc. 0.40% Reduce -12.8% 8,022 $5.3M
Harbour Capital Advisors, LLC 1.07% Reduce -0.2% 8,358 $5.3M
Linden Thomas Advisory Services, LLC 0.53% Add +0.8% 7,903 $5.2M
Praxis Investment Management Inc. 0.31% Add +20.7% 7,895 $5.2M
Dnca Finance 0.31% Reduce -28.6% 7,850 $5.2M
Arcadia Investment Management Corp. 0.84% Reduce -3.0% 7,849 $5.2M
Snowden Capital Advisors LLC 0.13% Reduce -5.0% 7,822 $5.2M
Howard Capital Management, LLC 0.07% Add +2.2% 7,776 $5.2M
Prime Capital Investment Advisors, LLC 0.06% Reduce -10.4% 7,744 $5.1M
Quadrant Capital Group LLC 0.15% Add +16.8% 7,731 $5.1M
Beacon Investment Advisors LLC 2.05% Reduce -7.2% 7,727 $5.1M
GeoWealth Management, LLC 0.19% Add +152.4% 7,720 $5.1M
Boit C F David 2.21% Add +0.6% 7,900 $5.1M
Cornerstone Wealth Group, LLC 0.35% Add +701.1% 7,643 $5.1M
First Western Trust Bank 0.25% Reduce -1.4% 7,637 $5.1M
Meiji Yasuda America Inc 1.16% — 7,609 $5.0M
Commerzbank Aktiengesellschaft 0.10% Add +0.3% 7,590 $5.0M
Securian Asset Management, Inc. 0.19% Reduce -46.4% 7,581 $5.0M
First Foundation Advisors 0.19% Reduce -6.0% 7,521 $5.0M
Mufg Securities Americas Inc. 0.31% Reduce -0.1% 7,511 $5.0M
Perigon Wealth Management, LLC 0.09% Add +22.1% 7,507 $5.0M
NewEdge Wealth, LLC 0.06% Add +35.2% 7,502 $5.0M
AE Wealth Management LLC 0.03% Reduce -13.5% 7,500 $5.0M
Maverick Capital 0.05% Add +1171.8% 7,491 $5.0M
OpenArc Corporate Advisory, LLC 0.08% — 7,485 $5.0M
Concurrent Investment Advisors, LLC 0.06% Add +32.0% 7,480 $5.0M
Allen Capital Group, LLC 0.45% Add +4.1% 7,431 $4.9M
Squarepoint Ops LLC 0.01% Reduce -96.2% 7,430 $4.9M
Godshalk Welsh Capital Management, Inc. 2.81% Reduce -0.7% 7,425 $4.9M
Donaldson Capital Management, LLC 0.16% Reduce -13.8% 7,413 $4.9M
Baer Investment Advisory LLC 6.75% Reduce -0.4% 7,301 $4.8M
Redmond Asset Management, LLC 1.23% Reduce -2.7% 7,259 $4.8M
Argonautica Private Wealth Management, Inc. 1.41% Add +69.5% 7,257 $4.8M
Caisse Des Depots Et Consignations 0.11% Add +71.6% 7,240 $4.8M
Whittier Trust Co. 0.05% Reduce -16.8% 7,394 $4.8M
Equitable Trust Co. 0.21% Add +34.5% 7,208 $4.8M
Kentucky Retirement Systems Insurance Trust Fund 0.31% No change 7,186 $4.8M
Mission Creek Capital Partners, Inc. 0.96% Add +0.6% 7,166 $4.7M
GAMCO Investors 0.04% Add +1.6% 7,060 $4.7M
Phoenix Financial Ltd. 0.05% Add +3.0% 7,042 $4.7M
Cohen Investment Advisors LLC 2.14% Add +1.3% 7,027 $4.7M
Brooklyn Investment Group 0.21% Add +100.8% 6,892 $4.6M
S&co Inc. 0.29% Add +20.7% 6,938 $4.6M
Meeder Advisory Services, Inc. 0.20% Add +3.8% 6,921 $4.6M
Providence Capital Advisors, LLC 0.77% New 6,904 $4.6M
FUKOKU MUTUAL LIFE INSURANCE Co 0.30% Reduce -2.0% 6,896 $4.6M
Dark Forest Capital Management LP 0.21% Add +47.1% 6,857 $4.5M
ABN AMRO Bank N.V. 0.04% Add +0.7% 6,865 $4.5M
Ritholtz Wealth Management 0.08% Add +24.8% 6,761 $4.5M
Watchman Group, Inc. 1.06% Reduce -2.5% 6,722 $4.5M
GAMMA Investing LLC 0.22% Add +13.8% 6,705 $4.4M
Karani Asset Management LLC 3.82% Add +18.0% 6,575 $4.4M
Stokes Capital Advisors, LLC 0.99% Reduce -4.3% 6,575 $4.4M
Allworth Financial LP 0.02% Add +45.1% 6,558 $4.3M
Accuvest Global Advisors 3.20% Reduce -15.2% 6,557 $4.3M
Independent Advisor Alliance 0.10% Reduce -4.2% 6,486 $4.3M
Global Retirement Partners, LLC 0.08% Add +169.1% 6,483 $4.3M
Twin Capital Management Inc. 0.53% Reduce -8.5% 6,483 $4.3M
TD Waterhouse Canada Inc. 0.03% Add +7.4% 6,449 $4.3M
Clearstead Advisors, LLC 0.05% Add +14.5% 6,441 $4.3M
Parsons Capital Management Inc. 0.23% No change 6,401 $4.2M
Insight Wealth Strategies, LLC 0.48% Add +4.3% 6,355 $4.2M
Fourpath Capital Management, LLC 0.57% Reduce -0.4% 6,337 $4.2M
First Financial Bank - Trust Division 0.34% Add +333.8% 6,334 $4.2M
Cypress Capital Group 0.47% Reduce -1.9% 6,300 $4.2M
Taikang Asset Management (Hong Kong) Co Ltd 0.41% Reduce -19.3% 6,286 $4.2M
Ostrum Asset Management 0.20% Reduce -10.4% 6,271 $4.2M
Alps Advisors Inc. 0.02% Reduce -6.5% 6,257 $4.1M
Generali Investments CEE, investicni spolecnost, a.s. 0.29% Add +19.0% 6,253 $4.1M
LGT Fund Management Co Ltd. 0.33% Reduce -10.8% 6,164 $4.1M
Principal Securities, Inc. 0.06% Add +12.5% 6,230 $4.1M
Benson Investment Management Company, Inc. 1.44% New 6,211 $4.1M
Harvey Capital Management Inc. 0.88% New 6,204 $4.1M
Cyndeo Wealth Partners, LLC 0.22% Add +2.7% 6,184 $4.1M
Beacon Pointe Advisors, LLC 0.03% Add +18.4% 6,168 $4.1M
Kornitzer Capital Management Inc. 0.09% Add +9.0% 6,161 $4.1M
Signaturefd, LLC 0.06% Add +0.2% 6,118 $4.1M
Harbor Capital Advisors, Inc. 0.31% Reduce -0.1% 6,015 $4.0M
BOK Financial Private Wealth, Inc. 0.24% Reduce -0.3% 5,994 $4.0M
Brasada Capital Management, LP 0.68% Add +6.4% 6,306 $4.0M
Evoke Wealth, LLC 0.08% Add +0.3% 5,978 $4.0M
Sig Brokerage, LP 1.31% Add +71.5% 5,888 $3.9M
Weil Company, Inc. 0.90% Reduce -4.8% 5,875 $3.9M
Scotia Capital Inc. 0.02% Add +17.3% 5,854 $3.9M
World Investment Advisors 0.06% Add +26.1% 5,818 $3.9M
Hohimer Wealth Management, LLC 0.52% Reduce -2.2% 5,815 $3.9M
Mirova US LLC 0.04% Add +19.1% 5,775 $3.8M
Schonfeld Strategic Advisors LLC 0.02% Reduce -44.7% 5,770 $3.8M
Martin Capital Advisors, LLP 2.23% Add +0.8% 5,745 $3.8M
Ted Buchan & Co 1.40% Add +11.4% 5,740 $3.8M
L & S Advisors Inc 0.39% Add +2.8% 5,696 $3.8M
Hilltop Holdings Inc. 0.23% Reduce -2.7% 5,671 $3.8M
Brown Brothers Harriman & Co. 0.02% Add +37.9% 5,661 $3.7M
Evergreen Capital Management LLC 0.08% Add +1.6% 5,652 $3.7M
Napean Trading & Investment Co (Singapore) PTE Ltd 0.73% Reduce -45.2% 5,631 $3.7M
Liberty One Investment Management, LLC 0.48% Reduce -41.6% 5,625 $3.7M
Logan Capital Management Inc. 0.16% Add +4.8% 5,591 $3.7M
Freestone Grove Partners LP 0.03% New 5,588 $3.7M
Balyasny Asset Management L.P. 0.01% Reduce -59.9% 5,561 $3.7M
Mather Group, Llc. 0.04% Reduce -3.1% 5,556 $3.7M
MASTERINVEST Kapitalanlage GmbH 0.35% Add +4.2% 5,491 $3.7M
Cumberland Partners Ltd 0.23% Reduce -30.3% 5,550 $3.7M
Ashton Thomas Private Wealth, LLC 0.09% Reduce -3.5% 5,548 $3.7M
OneDigital Investment Advisors LLC 0.04% Add +80.5% 5,529 $3.7M
Roberts Wealth Advisors, LLC 0.95% Reduce -1.6% 5,524 $3.7M
Two Point Capital Management, Inc. 1.48% Add +0.8% 5,519 $3.7M
Two Sigma Advisers, LP 0.01% Reduce -16.7% 5,500 $3.6M
Peloton Wealth Strategists 1.45% Add +27.8% 5,496 $3.6M
Guardian Capital LP 0.11% Add +5.7% 5,463 $3.6M
Frank, Rimerman Advisors LLC 0.23% Add +11.2% 5,425 $3.6M
Monograph Wealth Advisors, LLC 0.35% No change 5,414 $3.6M
First Bank & Trust 0.58% Add +0.5% 5,375 $3.6M
Capstone Investment Advisors, LLC 0.04% Reduce -78.3% 5,351 $3.5M
Advent International, L.P. 0.07% No change 5,318 $3.5M
Smartleaf Asset Management LLC 0.13% Add +9.1% 5,239 $3.5M
Ballentine Partners, LLC 0.05% Add +1.7% 5,278 $3.5M
J.W. Cole Advisors, Inc. 0.08% Reduce -7.7% 5,348 $3.5M
Dash Acquisitions Inc. 0.73% Add +36.2% 7,823 $3.5M
Decatur Capital Management, Inc. 1.40% Reduce -4.7% 5,188 $3.4M
Davidson Capital Management Inc. 0.74% Add +3.6% 5,162 $3.4M
First Manhattan Co. Llc. 0.01% New 5,161 $3.4M
TD Private Client Wealth LLC 0.07% Reduce -16.8% 5,144 $3.4M
Scharf Investments, LLC 0.09% Reduce -13.1% 5,132 $3.4M
S.A. Mason LLC 1.34% Reduce -0.5% 5,110 $3.4M
Rwa Wealth Partners, LLC 0.04% Add +11.8% 5,105 $3.4M
Pacific Point Advisors, LLC 1.81% Add +5.6% 5,099 $3.4M
Family Manage LLC 0.42% New 5,032 $3.3M
Onex Canada Asset Management Inc. 0.46% Reduce -3.8% 5,002 $3.3M
Viking Fund Management LLC 0.38% No change 5,000 $3.3M
CENTRAL TRUST Co 0.06% Reduce -0.4% 4,979 $3.3M
Coastal Bridge Advisors, LLC 0.24% Add +269.5% 4,892 $3.2M
Capital Asset Advisory Services LLC 0.13% Add +12.8% 4,971 $3.2M
Welch & Forbes LLC 0.04% Reduce -0.2% 4,840 $3.2M
Munich Reinsurance Co Stock Corp in Munich 0.08% Add +1366.6% 4,781 $3.2M
Harrington Investments, INC 1.60% Add +0.3% 4,809 $3.2M
Legal Advantage Investments, Inc. 1.46% Reduce -24.4% 4,765 $3.2M
Savvy Advisors, Inc. 0.10% Add +27.9% 4,747 $3.1M
Compound Planning, Inc. 0.09% Add +22.9% 4,692 $3.1M
Kirtland Hills Capital Management, LLC 1.09% Reduce -0.9% 4,673 $3.1M
Fairbanks Capital Management, Inc. 1.70% Reduce -0.4% 4,653 $3.1M
Pinkerton Wealth, LLC 0.32% Add +4.9% 4,648 $3.1M
Oak Harvest Investment Services 0.34% Reduce -10.9% 4,645 $3.1M
Illumine Investment Management, LLC 2.24% Reduce -0.5% 4,643 $3.1M
Agf Management Ltd. 0.01% Reduce -26.3% 4,638 $3.1M
Susquehanna Portfolio Strategies, LLC 0.05% Reduce -72.8% 4,610 $3.1M
Chatham Capital Group, Inc. 0.43% Add +2.5% 4,607 $3.1M
AlphaCore Capital LLC 0.07% Add +23.4% 4,592 $3.0M
RVW Wealth, LLC 0.23% Reduce -0.1% 4,591 $3.0M
City Holding Co. 0.37% Reduce -3.7% 4,584 $3.0M
Prospera Financial Services Inc 0.05% Add +6.7% 4,582 $3.0M
Independent Solutions Wealth Management, LLC 0.56% Reduce -1.9% 4,576 $3.0M
MV Capital Management, Inc. 0.29% Add +3.0% 4,567 $3.0M
Keebeck Wealth Management 0.35% Add +547.7% 4,560 $3.0M
Intesa Sanpaolo S.p.A. 0.19% — 4,472 $3.0M
Rational Advisors, Inc. 0.33% Reduce -12.7% 4,521 $3.0M
Wealthspire Advisors, LLC 0.02% Add +126.0% 4,519 $3.0M
ICICI Prudential Asset Management Co Ltd 0.35% Add +4.3% 4,466 $3.0M
Chilton Investment Co. Inc. 0.06% Reduce -2.9% 4,459 $3.0M
Aljian Capital Management, LLC 0.59% Reduce -10.0% 4,437 $2.9M
Avestar Capital, LLC 0.20% Add +0.5% 4,423 $2.9M
Mission Wealth Management, LP 0.06% Reduce -0.3% 4,421 $2.9M
Biltmore Family Office, LLC 0.40% Reduce -4.8% 4,413 $2.9M
Wedmont Private Capital 0.10% Add +3.2% 4,455 $2.9M
Spire Wealth Management 0.10% Add +2.7% 4,365 $2.9M
Katamaran Capital LLP 2.18% Reduce -12.6% 4,347 $2.9M
Financial Gravity Asset Management, Inc. 0.55% Add +8.4% 4,319 $2.9M
Nutshell Asset Management Ltd 1.02% New 4,300 $2.8M
Private Capital Advisors, Inc. 0.29% Reduce -30.1% 4,300 $2.8M
True Freedom Investing, LLC 0.19% New 4,289 $2.8M
TCW Group Inc. 0.02% New 4,289 $2.8M
Everhart Financial Group, Inc. 0.26% Add +26.1% 4,260 $2.8M
Herold Advisors, Inc. 0.63% Add +0.6% 4,257 $2.8M
Aaron Wealth Advisors LLC 0.16% Add +23.0% 4,251 $2.8M
Syon Capital LLC 0.14% Add +6.8% 4,239 $2.8M
Petredis Investment Advisors LLC 0.22% Reduce -1.3% 4,236 $2.8M
Angeles Wealth Management, LLC 0.15% Add +3.9% 4,228 $2.8M
Icon Wealth Advisors, LLC 0.19% Reduce -14.4% 4,192 $2.8M
Sagespring Wealth Partners, LLC 0.05% Add +11.5% 4,163 $2.8M
Ironwood Financial, llc 0.47% No change 4,336 $2.8M
Oarsman Capital, Inc. 0.36% Add +103.8% 4,139 $2.7M
Freedom Day Solutions, LLC 0.74% Add +0.9% 4,127 $2.7M
HighPoint Advisor Group LLC 0.06% Add +12.6% 4,114 $2.7M
Parr McKnight Wealth Management Group, LLC 0.35% Add +3.5% 4,081 $2.7M
Ascent Group, LLC 0.09% Add +27.1% 4,037 $2.7M
Unique Wealth, LLC 0.37% Reduce -25.5% 4,032 $2.7M
Cache Advisors, LLC 0.33% No change 4,017 $2.7M
Scott & Selber, Inc. 0.67% Reduce -3.4% 4,013 $2.7M
Banque Pictet & Cie SA 0.03% Reduce -30.3% 4,001 $2.7M
Altrafin AG 0.86% Reduce -54.7% 4,000 $2.6M
Kentucky Farm Bureau Mutual Insurance Co 0.71% No change 4,000 $2.6M
Caption Management, LLC 0.12% New 4,000 $2.6M
Southern Capital Advisors, LLC 1.22% Add +478.8% 3,994 $2.6M
Wedbush Securities Inc. 0.08% Add +19.0% 3,976 $2.6M
Value Partners Investments Inc. 0.20% Add +0.4% 3,963 $2.6M
Gateway Investment Advisers LLC 0.02% Add +20.1% 3,965 $2.6M
Greater Midwest Financial Group, LLC 1.46% New 3,955 $2.6M
AXS Investments LLC 0.89% Reduce -0.6% 3,906 $2.6M
Long Road Investment Counsel, LLC 0.97% Reduce -25.1% 3,870 $2.6M
Cannell & Spears LLC 0.05% No change 3,868 $2.6M
Inlet Private Wealth, LLC 0.59% No change 3,842 $2.5M
SBI Okasan Asset Management Co.Ltd. 0.14% — 3,750 $2.5M
Triad Investment Management 2.54% — 3,793 $2.5M
SWS Partners 0.60% Add +27.1% 3,769 $2.5M
RMR Wealth Builders 0.20% Add +14.4% 3,765 $2.5M
Harfst & Associates, Inc. 0.45% Reduce -0.9% 3,761 $2.5M
Focus Partners Advisor Solutions, LLC 0.03% Reduce -13.8% 3,752 $2.5M
Savant Capital, LLC 0.01% Add +8.2% 3,738 $2.5M
Blackstone Inc. 0.01% New 3,733 $2.5M
Concord Wealth Partners 0.32% Add +5.8% 3,708 $2.5M
Norden Group LLC 0.24% Reduce -2.9% 3,699 $2.5M
Leonteq Securities AG 0.13% Reduce -47.5% 3,698 $2.4M
Diversify Advisory Services, LLC 0.08% Add +6.6% 4,478 $2.4M
Concord Asset Management, LLC 0.42% Add +2.9% 3,667 $2.4M
Fifth Third Wealth Advisors LLC 0.08% Reduce -3.3% 3,652 $2.4M
Guardian Partners Inc. 0.19% Add +9.6% 5,445 $2.4M
Wealth Enhancement Trust Services, Inc. 0.31% — 3,648 $2.4M
Jacobi Capital Management LLC 0.14% Add +0.7% 3,644 $2.4M
Crestwood Advisors Group, LLC 0.04% Add +16.9% 3,640 $2.4M
Central Pacific Bank - Trust Division 0.31% Add +0.5% 3,621 $2.4M
Summit Financial, LLC 0.04% Reduce -5.1% 3,607 $2.4M
Procyon Advisors, LLC 0.12% Add +74.0% 3,591 $2.4M
Kestra Investment Management, LLC 0.06% Add +11.6% 3,561 $2.4M
Groupama Asset Managment 0.03% Reduce -8.5% 3,546 $2.3M
Tilia Fiduciary Partners, Inc. 1.29% Add +5.2% 3,524 $2.3M
Whittier Trust Co. of Nevada Inc. 0.05% Reduce -1.9% 3,593 $2.3M
Element Squared LLC 1.26% Add +2.6% 3,509 $2.3M
Perpetual Ltd 0.03% Add +21.8% 3,500 $2.3M
Checchi Capital Advisers, LLC 0.16% Reduce -11.9% 3,486 $2.3M
Venturi Wealth Management, LLC 0.10% Add +1.1% 3,472 $2.3M
IFP Advisors, Inc 0.05% Reduce -1.5% 3,459 $2.3M
Forvis Mazars Wealth Advisors, LLC 0.04% Add +1.0% 3,444 $2.3M
PFG Advisors 0.11% Reduce -42.2% 3,438 $2.3M
Essex Investment Management Co. LLC 0.35% Reduce -10.1% 3,429 $2.3M
Roundview Capital LLC 0.14% Reduce -34.7% 3,420 $2.3M
Fairfield, Bush & Co. 1.19% Add +1.8% 3,399 $2.3M
University of Texas/Texas Am Investment Management Co. 0.32% Add +30.8% 3,392 $2.2M
Old National Bancorp 0.04% Reduce -15.9% 3,389 $2.2M
CSM Advisors, LLC 0.06% Add +21.8% 3,389 $2.2M
GM Advisory Group, LLC 0.09% Add +4.7% 3,383 $2.2M
Atlantic Union Bankshares Corp 0.04% Add +44.7% 3,371 $2.2M
Arax Advisory Partners 0.06% Reduce -78.3% 3,367 $2.2M
Ledyard National Bank 0.19% Reduce -3.5% 3,358 $2.2M
Fideuram Asset Management (Ireland) dac 0.18% — 3,718 $2.2M
Berger Financial Group, Inc 0.13% Reduce -0.9% 3,352 $2.2M
Ellis Investment Partners, LLC 0.39% Add +0.0% 3,335 $2.2M
Edgemoor Investment Advisors, Inc. 0.17% Add +65.5% 3,321 $2.2M
Boston Trust Walden Corp 0.02% Reduce -2.9% 3,309 $2.2M
Clean Yield Group 0.61% Add +0.8% 3,296 $2.2M
Elevation Point Wealth Partners, LLC 0.10% Add +50.9% 3,293 $2.2M
BDF-Gestion 0.27% Reduce -6.3% 3,279 $2.2M
UNIVEST FINANCIAL Corp 0.11% Add +0.1% 3,268 $2.2M
Signature Wealth Management Group 0.88% Add +3.1% 3,264 $2.2M
Strive Financial Group ,LLC 1.14% — 3,256 $2.2M
Circle Wealth Management, LLC 0.03% Reduce -7.4% 3,243 $2.1M
Valmark Advisers, Inc. 0.03% Reduce -0.0% 3,241 $2.1M
Polar Asset Management Partners Inc. 0.05% Reduce -68.9% 3,200 $2.1M
RB Capital Management, LLC 0.45% Reduce -1.2% 3,199 $2.1M
Analyst IMS Investment Management Services Ltd. 0.06% No change 3,191 $2.1M
Machina Capital S.A.S. 0.40% Reduce -20.5% 3,187 $2.1M
Lord, Abbett & Co. LLC 0.01% Reduce -31.0% 3,185 $2.1M
Caldwell Sutter Capital, Inc. 0.89% No change 3,170 $2.1M
Jump Financial, LLC 0.03% Reduce -61.0% 3,158 $2.1M
Scratch Capital LLC 1.35% No change 3,125 $2.1M
Trust Asset Management LLC 0.14% Reduce -3.5% 3,108 $2.1M
Verition Fund Management LLC 0.01% Reduce -87.9% 3,103 $2.1M
Stock Yards Bank & Trust Co. 0.06% Add +0.1% 3,095 $2.1M
Krilogy Financial LLC 0.07% Reduce -19.7% 3,644 $2.0M
Valley National Advisers Inc. 0.28% Add +4.1% 3,062 $2.0M
Congress Asset Management Co. 0.01% Reduce -15.1% 3,054 $2.0M
Net Worth Advisory Group 0.41% Add +8.6% 3,043 $2.0M
Dynasty Wealth Management, LLC 0.02% Add +10.7% 3,015 $2.0M
Outfitters Financial LLC 1.57% Reduce -0.3% 3,015 $2.0M
Pinnacle Associates Ltd. 0.03% Add +0.2% 3,014 $2.0M
Naviter Wealth, LLC 0.26% Reduce -15.0% 3,001 $2.0M
Stiles Financial Services Inc 0.61% Reduce -1.1% 3,001 $2.0M
BankPlus Trust Department 0.52% Add +13.4% 2,978 $2.0M
Abacus Planning Group, Inc. 0.26% Add +2.9% 2,978 $2.0M
Barings LLC 0.04% Add +7.8% 2,975 $2.0M
Moore Capital Management, LP 0.04% Add +61.4% 2,964 $2.0M
GTS Securities LLC 0.07% Reduce -41.7% 2,948 $2.0M
J. Safra Sarasin Holding AG 0.03% Reduce -32.6% 2,935 $1.9M
Qtron Investments LLC 0.25% Reduce -5.1% 2,904 $1.9M
Churchill Financial Advisors, LLC 0.59% — 2,900 $1.9M
Meiji Yasuda Life Insurance Co 0.06% Reduce -0.8% 2,896 $1.9M
Cohen Capital Management, Inc. 0.29% No change 2,865 $1.9M
FSM Wealth Advisors, LLC 0.26% Add +0.8% 2,849 $1.9M
Eads & Heald Wealth Management 0.91% Reduce -1.7% 2,842 $1.9M
PEAK6 LLC 0.05% Add +652.0% 2,820 $1.9M
Meiji Yasuda Asset Management Co Ltd. 0.09% Reduce -4.5% 2,815 $1.9M
Virtus Investment Advisers, LLC 0.51% Add +22.4% 2,810 $1.9M
Valeo Financial Advisors, LLC 0.04% Add +11.1% 2,795 $1.9M
Conway Capital Management, Inc. 0.79% No change 2,795 $1.9M
Prana Capital Management, LP 0.07% Reduce -96.2% 2,779 $1.8M
Integrated Wealth Concepts LLC 0.02% Reduce -17.2% 2,761 $1.8M
Moss Adams Wealth Advisors LLC 0.13% Add +1.7% 2,756 $1.8M
Tribridge Partners Financial LLC 0.76% No change 2,748 $1.8M
Portside Wealth Group, LLC 0.25% Reduce -11.3% 2,740 $1.8M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.19% No change 2,740 $1.8M
Grant Private Wealth Management Inc 1.09% Reduce -0.1% 2,715 $1.8M
Cookson Peirce & Co. Inc. 0.07% Add +20.2% 2,705 $1.8M
Personal Cfo Solutions, LLC 0.28% Reduce -0.1% 2,683 $1.8M
Modera Wealth Management, LLC 0.02% Add +2.8% 2,660 $1.8M
XTX Topco Ltd 0.05% New 2,657 $1.8M
Cigna Investments Inc. 0.26% Reduce -1.0% 2,650 $1.8M
Cullinan Associates Inc. 0.12% No change 2,645 $1.8M
Scissortail Wealth Management, LLC 0.40% No change 2,640 $1.7M
First Citizens Bank & Trust Co. 0.04% Add +5.1% 2,639 $1.7M
Dorsey & Whitney Trust CO LLC 0.09% Reduce -2.9% 2,638 $1.7M
Fiduciary Alliance LLC 0.11% Add +48.6% 2,637 $1.7M
Anchor Investment Management, LLC 0.14% Add +1.8% 2,633 $1.7M
Silicon Valley Capital Partners 0.16% Add +0.1% 2,623 $1.7M
Bryn Mawr Trust Advisors, LLC 0.08% Reduce -21.6% 2,619 $1.7M
Moneta Group Investment Advisors LLC 0.01% Add +4.8% 2,607 $1.7M
Family Legacy, Inc. 0.51% Add +0.6% 2,588 $1.7M
Novare Capital Management LLC 0.13% Reduce -6.2% 2,584 $1.7M
Keel Point, LLC 0.10% Reduce -4.9% 2,583 $1.7M
Integrated Quantitative Investments LLC 0.36% Add +47.2% 2,532 $1.7M
Trek Financial, LLC 0.10% Add +34.9% 2,527 $1.7M
Papamarkou Wellner Asset Management inc. 1.01% Add +2.6% 2,525 $1.7M
Gemmer Asset Management LLC 0.13% Add +584.8% 2,520 $1.7M
SVB Wealth LLC 0.10% Reduce -4.9% 2,505 $1.7M
Choate Investment Advisors 0.03% Add +6.6% 2,505 $1.7M
GLOBALT Investments LLC / GA 0.06% Reduce -0.8% 2,493 $1.7M
Vision Retirement, LLC 0.44% — 2,489 $1.6M
Elmwood Wealth Management, Inc. 0.52% Reduce -1.2% 2,476 $1.6M
Baader Bank Aktiengesellschaft 0.14% Reduce -40.9% 2,475 $1.6M
Fulton Bank, N.A. 0.06% Add +1.7% 2,467 $1.6M
Capital Planning Advisors, LLC 0.22% Reduce -2.4% 2,447 $1.6M
Roberts Glore & Co. Inc. 0.43% No change 2,435 $1.6M
WT Wealth Management 0.46% New 2,431 $1.6M
Nicholson Wealth Management Group, LLC 0.94% Add +13.2% 2,429 $1.6M
Gladstone Institutional Advisory LLC 0.06% Reduce -25.8% 2,428 $1.6M
Cadence Bank 0.09% Reduce -5.8% 2,424 $1.6M
Childress Capital Advisors, LLC 0.26% Add +59.8% 2,400 $1.6M
Premier Path Wealth Partners, LLC 0.20% Add +5.0% 2,378 $1.6M
Chesley Taft & Associates LLC 0.06% Add +0.1% 2,373 $1.6M
Arkadios Wealth Advisors 0.03% Reduce -2.4% 2,369 $1.6M
Jacobson & Schmitt Advisors, LLC 0.26% Reduce -6.8% 2,365 $1.6M
Precedent Wealth Partners, LLC 0.33% Add +11.7% 2,357 $1.6M
Citizens National Bank Trust Department 0.27% Reduce -0.6% 2,353 $1.6M
Fieldview Capital Management, LLC 0.26% New 2,349 $1.6M
Main Management ETF Advisors, LLC 0.06% Add +1.0% 2,349 $1.6M
Harel Insurance Investments & Financial Services Ltd. 0.01% Reduce -24.1% 2,351 $1.6M
Duncker Streett & Co. Inc. 0.28% No change 2,347 $1.6M
Peak Asset Management, LLC 0.26% No change 2,345 $1.6M
Wealth Alliance, LLC 0.15% Add +2.0% 2,341 $1.6M
Argent Trust Co 0.05% Reduce -13.4% 2,341 $1.6M
Sompo Asset Management Co., Ltd. 0.27% Reduce -1.7% 2,340 $1.6M
Founders Financial Securities LLC 0.09% Add +14.0% 2,338 $1.5M
StoneX Group Inc. 0.07% Add +6.7% 2,336 $1.5M
Ironwood Investment Counsel, LLC 0.22% Reduce -2.5% 2,331 $1.5M
Motiv8 Investments LLC 0.84% Add +11.6% 2,315 $1.5M
Adelphi Trust Co 1.25% — 2,311 $1.5M
Lanark Financial, Inc. 0.11% Add +3.8% 2,300 $1.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -3.9% 2,299 $1.5M
Nicolet Bankshares Inc. 0.24% Add +20.6% 2,294 $1.5M
Quent Capital, LLC 0.11% Add +2.2% 2,263 $1.5M
Great Diamond Partners, LLC 0.29% Add +1.6% 2,262 $1.5M
Quintet Private Bank (Europe) S.A. 0.09% Reduce -8.0% 2,260 $1.5M
Thoroughbred Financial Services, LLC 0.09% Reduce -7.5% 2,249 $1.5M
Equitable Holdings, Inc. 0.01% Reduce -0.1% 2,242 $1.5M
Stonehage Fleming Financial Services Holdings Ltd 0.05% No change 2,220 $1.5M
Legato Capital Management LLC 0.13% New 2,211 $1.5M
Goelzer Investment Management, Inc. 0.07% New 2,203 $1.5M
McRae Capital Management Inc. 0.30% Add +0.7% 2,192 $1.5M
Generali Investments, Management Co LLC 0.29% Reduce -16.0% 2,187 $1.4M
Boston Family Office LLC 0.09% Add +30.5% 2,175 $1.4M
Summit Global Investments 0.09% Add +113.0% 2,175 $1.4M
St. Louis Trust Co 0.17% Add +239.5% 2,173 $1.4M
Smith Salley Wealth Management 0.07% Reduce -0.5% 2,161 $1.4M
Accretive Wealth Partners, LLC 0.42% Reduce -5.0% 2,154 $1.4M
ROI Financial Advisors, LLC 0.82% Reduce -1.2% 2,154 $1.4M
Optas, LLC 0.22% Add +7.4% 2,154 $1.4M
Elevated Private Wealth, LLC 1.48% — 2,150 $1.4M
Alpha Family Trust 0.65% No change 2,150 $1.4M
Trueblood Wealth Management, LLC 0.56% Reduce -0.6% 2,150 $1.4M
Quantitative Investment Management, LLC 0.14% Add +3.3% 2,136 $1.4M
Advisor OS, LLC 0.11% Reduce -4.8% 2,128 $1.4M
Rockline Wealth Management, LLC 0.29% Add +19.0% 2,120 $1.4M
Dockside LLC 0.36% — 2,118 $1.4M
Frec Markets, Inc. 0.41% — 2,108 $1.4M
Harbour Investments, Inc. 0.03% Add +411.7% 2,098 $1.4M
Stance Capital LLC 0.50% Reduce -0.6% 2,068 $1.4M
Anchyra Partners LLC 0.42% — 2,068 $1.4M
Fidelis Capital Partners, LLC 0.10% Add +5.1% 2,068 $1.4M
Greykasell Wealth Strategies, Inc. 0.54% Add +8.0% 2,059 $1.4M
Focus Financial Network, Inc. 0.05% Reduce -0.8% 2,045 $1.4M
Insigneo Advisory Services, LLC 0.10% Add +4.5% 2,041 $1.4M
United Asset Strategies, Inc. 0.10% Add +1.0% 2,036 $1.3M
Mirador Capital Partners LP 0.18% Add +0.1% 2,023 $1.3M
Byrne Financial Freedom, LLC 0.61% No change 2,018 $1.3M
Intrust Bank NA 0.11% Add +4.8% 2,018 $1.3M
Pinnacle Wealth Planning Services, Inc. 0.14% Add +2.9% 2,015 $1.3M
Silphium Asset Management Ltd 0.56% Reduce -66.5% 2,007 $1.3M
Cooper Financial Group 0.14% Reduce -0.7% 2,005 $1.3M
Liberty Wealth Management LLC 0.17% Reduce -0.1% 2,002 $1.3M
Citizens & Northern Corp. 0.33% New 2,001 $1.3M
Game Creek Capital, LP 0.50% Reduce -42.9% 2,000 $1.3M
GMO 0.00% Reduce -0.7% 1,976 $1.3M
Trivium Point Advisory, LLC 0.13% Add +11.4% 1,968 $1.3M
DB Fitzpatrick & Co, Inc 1.16% Reduce -1.2% 1,967 $1.3M
BNP Paribas 0.04% No change 1,959 $1.3M
Zhang Financial LLC 0.05% Add +0.9% 1,954 $1.3M
J. R. Prunier Capital Management LLC 0.54% — 1,950 $1.3M
Patriot Financial Group Insurance Agency, LLC 0.15% Add +5.0% 1,946 $1.3M
Austin Private Wealth, LLC 0.10% Reduce -1.5% 1,940 $1.3M
Transcend Capital Advisors, LLC 0.10% Reduce -5.0% 1,939 $1.3M
Legacy Trust 0.24% No change 1,938 $1.3M
BSW Wealth Partners 0.15% Reduce -4.3% 1,925 $1.3M
Barbara Oil Co. 0.47% No change 1,900 $1.3M
Capital Investment Advisors, LLC 0.02% Reduce -6.9% 1,894 $1.3M
Quadcap Wealth Management, LLC 0.14% Add +4.9% 1,890 $1.3M
Ramirez Asset Management, Inc. 0.16% No change 1,880 $1.2M
Old Port Advisors 0.31% Add +0.1% 1,879 $1.2M
Quotient Wealth Partners, LLC 0.03% Reduce -12.8% 1,877 $1.2M
RiverPark Advisors, LLC 0.64% No change 1,874 $1.2M
Convergence Financial, LLC 0.18% Reduce -11.7% 1,873 $1.2M
Asset Dedication, LLC 0.08% Reduce -10.5% 1,860 $1.2M
CVFG LLC 0.84% Reduce -1.0% 1,859 $1.2M
Weaver Capital Management LLC 0.26% Add +51.0% 1,859 $1.2M
BAM Wealth Management, LLC 0.89% Reduce -5.3% 1,852 $1.2M
Mutual Advisors, LLC 0.03% Reduce -8.1% 1,847 $1.2M
Mgo One Seven LLC 0.03% Add +6.2% 1,846 $1.2M
Verde Capital Management 0.26% Add +2.1% 1,838 $1.2M
Okabena Investment Services Inc. 0.23% No change 1,837 $1.2M
Dara Capital Us, Inc. 1.08% — 1,837 $1.2M
Darwin Wealth Management, LLC 0.38% Reduce -37.9% 1,825 $1.2M
Wellington Shields Capital Management, LLC 0.18% No change 1,825 $1.2M
Kensington Investment Counsel, LLC 0.49% Add +3.0% 1,822 $1.2M
HighVista Strategies LLC 0.31% Reduce -16.2% 1,813 $1.2M
SHUTTLEWORTH & Co 1.10% Reduce -13.5% 1,810 $1.2M
Sowell Financial Services LLC 0.04% Reduce -10.3% 1,801 $1.2M
Ceeto Capital Group, LLC 0.35% No change 1,800 $1.2M
HBK Sorce Advisory LLC 0.03% Add +97.9% 2,680 $1.2M
Applied Finance Capital Management, LLC 0.08% New 1,786 $1.2M
Trust Point Inc. 0.09% Reduce -5.3% 1,786 $1.2M
MassMutual Private Wealth & Trust, FSB 0.03% Reduce -3.4% 1,783 $1.2M
PCM Encore, LLC 0.25% — 1,775 $1.2M
Symphony Financial, Ltd. Co. 0.16% Reduce -26.7% 1,741 $1.2M
Forum Financial Management, LP 0.02% Reduce -9.4% 1,758 $1.2M
Milestones Private Investment Advisors LLC 0.80% Add +0.2% 1,753 $1.2M
Crescent Sterling, Ltd. 1.19% Add +13.0% 1,750 $1.2M
Nicolet Advisory Services, LLC 0.08% Add +41.0% 1,822 $1.2M
Howland Capital Management LLC 0.04% Reduce -3.4% 1,746 $1.2M
Account Management LLC 1.24% Reduce -5.9% 1,745 $1.2M
Elevate Capital Advisors, LLC 0.76% Reduce -12.3% 1,741 $1.2M
Jefferies Financial Group Inc. 0.01% Reduce -17.6% 1,741 $1.2M
Cove Private Wealth, LLC 0.35% No change 1,740 $1.2M
Retirement Guys Formula LLC 0.52% Add +140.5% 1,734 $1.1M
Evanson Asset Management, LLC 0.06% Add +3.5% 1,730 $1.1M
Journey Strategic Wealth LLC 0.03% Reduce -22.8% 1,721 $1.1M
Crew Capital Management, Ltd 0.72% Add +13.2% 1,716 $1.1M
Level Four Advisory Services, LLC 0.04% Add +2.8% 1,714 $1.1M
ICW Investment Advisors LLC 0.41% Add +0.8% 1,711 $1.1M
PDS Planning, Inc 0.08% No change 1,708 $1.1M
Sargent Investment Group, LLC 0.14% New 1,707 $1.1M
Regatta Capital Group, LLC 0.17% Reduce -0.4% 1,707 $1.1M
Curated Wealth Partners LLC 0.12% Add +5.2% 1,706 $1.1M
Caitong International Asset Management Co., Ltd 0.28% New 1,705 $1.1M
Nixon Peabody Trust Co. 0.09% Reduce -3.5% 1,703 $1.1M
IHT Wealth Management, LLC 0.03% Add +2.5% 1,704 $1.1M
Destination Wealth Management 0.03% New 1,699 $1.1M
Cary Street Partners Investment Advisory LLC 0.30% Add +7.6% 1,690 $1.1M
Inscription Capital, LLC 0.11% Add +74.4% 1,674 $1.1M
Robinhood Asset Management, LLC 0.09% — 1,673 $1.1M
Richard W. Paul & Associates, LLC 0.37% Add +21.1% 1,672 $1.1M
Heritage Family Offices, LLP 0.50% New 1,666 $1.1M
Nelson Capital Management, LLC 0.13% Reduce -0.1% 1,665 $1.1M
Stablepoint Partners, LLC 0.17% Add +2.0% 1,650 $1.1M
United Bank 0.37% Add +30.4% 1,647 $1.1M
Dakota Wealth Management 0.02% Reduce -9.9% 1,638 $1.1M
Forbes J M & Co. LLP 0.09% No change 1,635 $1.1M
FineMark National Bank & Trust 0.03% Reduce -0.7% 1,635 $1.1M
PeakShares LLC 1.06% — 1,632 $1.1M
Everest Private Wealth 0.60% Reduce -1.0% 1,632 $1.1M
WBH Advisory Inc. 0.08% No change 1,630 $1.1M
Hills Bank & Trust Co 0.06% Add +6.6% 1,628 $1.1M
Advisors Capital Management, LLC 0.01% Reduce -1.8% 1,627 $1.1M
Sage Mountain Advisors LLC 0.06% Reduce -5.7% 1,625 $1.1M
Red Spruce Capital, LLC 0.43% No change 1,621 $1.1M
Beverly Hills Private Wealth, LLC 0.19% Reduce -2.3% 1,617 $1.1M
Ducere Wealth Management LLC 0.41% — 1,613 $1.1M
MJP Associates Inc. 0.13% Reduce -3.4% 1,612 $1.1M
CNB Bank 0.44% Reduce -1.2% 1,609 $1.1M
Barr E S & Co. 0.06% Add +1.5% 1,608 $1.1M
Community Bank & Trust, Waco, Texas 0.22% Reduce -0.6% 1,603 $1.1M
Legacy Financial Advisors, Inc. 0.15% Add +1.1% 1,593 $1.1M
Kingsview Wealth Management, LLC 0.02% Reduce -1.4% 1,588 $1.1M
OV Management LLC 0.91% No change 1,582 $1.0M
Drive Wealth Management, LLC 0.20% Add +4.2% 1,575 $1.0M
Money Concepts Capital Corp. 0.06% Add +7.2% 1,570 $1.0M
Chris Bulman Inc 0.46% Add +1.4% 1,557 $1.0M
AustralianSuper Pty Ltd 0.00% New 1,556 $1.0M
NBT Bank, N.A. 0.07% No change 1,550 $1.0M
Avantax Planning Partners, Inc. 0.03% Add +11.7% 1,549 $1.0M
Palisade Capital Management, LP 0.03% Reduce -2.5% 1,546 $1.0M
Hara Capital LLC 0.56% Reduce -0.3% 1,530 $1.0M
Mangrove Partners Im, LLC 0.08% New 1,530 $1.0M
Barden Capital Management, Inc. 0.83% Add +31.4% 1,528 $1.0M
Southeast Asset Advisors, LLC 0.10% Reduce -26.0% 1,523 $1.0M
Blue Trust, Inc. 0.01% Reduce -12.0% 1,523 $1.0M
Burney Co./ 0.03% Add +67.3% 1,521 $1.0M
Thrive Wealth Management, LLC 0.15% Add +0.3% 1,520 $1.0M
Soltis Investment Advisors LLC 0.07% Add +5.6% 1,518 $1.0M
Copos Capital B.V. 0.70% — 1,517 $1.0M
ZEGA Investments, LLC 0.19% No change 1,505 $997K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.12% Add +2.0% 1,504 $996K
Diversified Enterprises, LLC 0.06% Add +106.2% 1,501 $994K
Penserra Capital Management LLC 0.01% Reduce -55.5% 1,500 $992K
Palisades Hudson Asset Management, L.P. 0.38% No change 1,493 $989K
Bank Pictet & Cie (Europe) AG 0.02% Reduce -16.9% 1,488 $986K
Van Strum & Towne Inc. 0.28% No change 1,486 $984K
Flagship Harbor Advisors, LLC 0.05% Reduce -29.6% 1,478 $979K
Unique Wealth Strategies, LLC 0.38% Add +2.9% 1,470 $974K
Simplify Asset Management Inc. 0.02% Add +25.4% 1,468 $972K
Smithfield Trust Co 0.04% Reduce -0.3% 1,466 $972K
Verdence Capital Advisors LLC 0.06% Reduce -21.4% 1,466 $971K
Ofi Invest Asset Management 0.01% Add +768.4% 1,511 $971K
Two Sigma Securities, LLC 0.13% New 1,464 $970K
Archford Capital Strategies, LLC 0.11% Add +0.2% 1,464 $970K
Great Lakes Advisors, LLC 0.01% Reduce -2.9% 1,457 $965K
Whalerock Point Partners, LLC 0.19% No change 1,456 $964K
Legacy Capital Group California, Inc. 0.23% Reduce -1.1% 1,446 $958K
Fulcrum Asset Management LLP 0.26% Reduce -2.9% 1,418 $950K
Weatherly Asset Management L. P. 0.07% Reduce -0.3% 1,433 $949K
EverSource Wealth Advisors, LLC 0.04% Reduce -0.7% 1,431 $948K
Freestone Capital Holdings, LLC 0.03% Reduce -19.9% 1,430 $947K
Legacy Capital Wealth Partners, LLC 0.20% Add +5.0% 1,418 $939K
Brown, Lisle/Cummings, Inc. 0.23% Add +239.2% 1,418 $939K
Principle Wealth Partners LLC 0.05% Add +2.2% 1,417 $939K
Essex Financial Services, Inc. 0.05% Add +0.3% 1,405 $931K
Paradigm Asset Management Co. LLC 0.21% Reduce -6.7% 1,400 $927K
Regal Investment Advisors LLC 0.06% New 1,397 $926K
Ellevest, Inc. 0.13% Reduce -5.8% 1,388 $919K
RFG Advisory, LLC 0.02% Reduce -27.8% 1,382 $916K
L2 Asset Management, LLC 0.12% Add +7.2% 1,380 $914K
HUB Investment Partners, LLC 0.02% Add +44.5% 1,377 $912K
Grove Bank & Trust 0.10% Reduce -42.2% 1,365 $904K
Garner Asset Management Corp 0.35% Add +0.7% 1,361 $901K
Independent Financial Group, LLC 0.02% Add +12.4% 1,356 $898K
Gryphon Financial Partners LLC 0.10% Add +4.5% 1,355 $898K
Natural Investments, LLC 0.22% Add +12.4% 1,350 $894K
MMBG Investment Advisors Co. 0.07% No change 1,345 $891K
Pinnacle West Asset Management, Inc. 0.58% Reduce -2.0% 1,338 $886K
Heritage Investors Management Corp. 0.03% No change 1,338 $886K
Harbor Group, Inc. 0.13% No change 1,329 $880K
Gradient Capital Advisors, LLC 0.23% Add +86.2% 1,326 $879K
Triglav Investments, D.O.O. 0.06% No change 1,325 $878K
Cascade Investment Group, Inc. 0.59% No change 1,323 $877K
Ancora Advisors LLC 0.02% Add +6.7% 1,323 $876K
Harbor Investment Advisory, LLC 0.07% Add +7.4% 1,321 $875K
Pure Financial Advisors, LLC 0.01% Reduce -26.8% 1,320 $874K
Modern Wealth Management, LLC 0.02% Add +45.1% 1,318 $874K
Tred Avon Family Wealth, LLC 0.28% Add +54.5% 1,318 $873K
Eastern Bank 0.02% Add +22.4% 1,318 $873K
Advisory Advocates, LLC 0.87% — 1,315 $871K
Gratus Wealth Advisors, LLC 0.12% Reduce -6.4% 1,307 $866K
Mesirow Financial Investment Management, Inc. 0.02% Reduce -2.0% 1,307 $866K
Park Capital Management, LLC / WI 0.62% Add +0.5% 1,306 $865K
SG Trading Solutions, LLC 0.20% — 1,305 $864K
Bridgewater Advisors Inc. 0.06% Reduce -2.3% 1,641 $861K
Townsquare Capital LLC 0.19% Reduce -60.1% 1,296 $859K
Pallas Capital Advisors LLC 0.03% Reduce -57.3% 1,295 $858K
West Family Investments, Inc. 0.20% Reduce -3.9% 1,295 $858K
Catalyst Financial Partners LLC 0.10% Add +9.7% 1,288 $853K
Koshinski Asset Management, Inc. 0.05% Reduce -11.8% 1,280 $848K
Alteri Wealth LLC 0.27% Add +0.4% 1,280 $848K
Parthenon LLC 0.09% Reduce -23.9% 1,275 $845K
Waller Financial Planning Group, Inc. 0.19% No change 1,272 $843K
Spinnaker Trust 0.05% Add +5.6% 1,271 $842K
Act Wealth Management, LLC 0.27% No change 1,265 $838K
Hoxton Planning & Management, LLC 0.25% Reduce -0.9% 1,264 $837K
Heritage Trust Co 0.09% Add +0.4% 1,264 $837K
First National Trust Co 0.03% Add +11.9% 1,264 $837K
Institute for Wealth Management, LLC. 0.09% Reduce -0.7% 1,258 $833K
Worthington Financial Partners, LLC 0.73% — 1,253 $830K
Greenland Capital Management LP 0.13% New 1,250 $828K
71 West Capital Partners 0.04% — 1,247 $826K
Avior Wealth Management, LLC 0.03% Add +13.8% 1,246 $825K
Riverpark Capital Management LLC 1.60% Reduce -7.6% 1,246 $825K
HCR Wealth Advisors 0.08% Add +3.3% 1,245 $825K
Carnegie Investment Counsel 0.02% Add +7.5% 1,243 $824K
Magnus Financial Group LLC 0.06% Add +1.2% 1,240 $821K
Garden State Investment Advisory Services LLC 0.19% Reduce -6.3% 1,231 $818K
SmartHarvest Portfolios, LLC 0.28% — 1,231 $815K
North Star Investment Management Corp. 0.05% Add +1.3% 1,227 $813K
CM Wealth Advisors LLC 0.18% New 1,226 $812K
STF Management LP 0.76% Reduce -71.1% 1,224 $811K
Cardiff Park Advisors, LLC 0.07% No change 1,223 $810K
Gibbs Wealth Management 0.20% Reduce -11.1% 1,247 $807K
Parkside Financial Bank & Trust 0.06% Add +1.4% 1,217 $806K
Verity & Verity, LLC 0.06% Add +76.3% 1,211 $802K
Freemont Management S.A. 0.16% Add +200.0% 1,200 $795K
Madison Asset Management, LLC 0.01% No change 1,200 $795K
AlphaQuest LLC 0.04% Reduce -23.3% 1,199 $794K
Aprio Wealth Management, LLC 0.05% Add +28.3% 1,179 $793K
TOWER TRUST & INVESTMENT Co 0.50% Add +31.2% 1,195 $792K
Evolve Private Wealth, LLC 0.05% — 1,185 $785K
Cerro Pacific Wealth Advisors LLC 0.21% Add +19.2% 1,180 $781K
Lee Danner & Bass Inc. 0.06% Reduce -0.1% 1,179 $781K
OmniStar Financial Group, Inc. 0.46% Add +13.3% 1,178 $781K
111 Capital 0.17% New 1,170 $775K
Simplicity Wealth,LLC 0.05% Add +13.5% 1,167 $773K
Stratos Wealth Advisors, LLC 0.04% Reduce -1.0% 1,161 $769K
New Hampshire Trust 0.15% Reduce -3.3% 1,159 $768K
AMG National Trust Bank 0.02% Reduce -9.5% 1,157 $766K
Correct Capital Wealth Management 0.14% Add +3.2% 1,151 $762K
Connecticut Wealth Management, LLC 0.03% Reduce -0.2% 1,149 $761K
Silver Oak Securities, Incorporated 0.05% New 1,134 $760K
Meridian Wealth Management, LLC 0.03% Reduce -2.5% 1,142 $756K
Compagnie Lombard Odier SCmA 0.01% Reduce -42.2% 1,140 $755K
Rehmann Capital Advisory Group 0.04% Add +8.9% 1,136 $753K
PFC Capital Group, Inc. 0.31% No change 1,125 $745K
Moody LYNN Lieberson & Walker, LLC 0.04% Add +0.8% 1,120 $742K
South Dakota Investment Council 0.01% Reduce -6.7% 1,116 $739K
Strategic Wealth Partners, Ltd. 0.05% Reduce -9.4% 1,114 $738K
B. Riley Wealth Advisors, Inc. 0.03% Add +5.8% 1,114 $738K
Precision Wealth Strategies, LLC 0.24% Add +4.1% 1,111 $736K
Values First Advisors, Inc. 0.38% Add +17.6% 1,109 $734K
LVW Advisors, LLC 0.07% Add +1.3% 1,108 $734K
Sovran Advisors, LLC 0.06% Add +0.7% 1,320 $732K
Vance Wealth, LLC 0.22% Add +0.6% 1,105 $732K
Regent Peak Wealth Advisors LLC 0.14% Add +1.4% 1,104 $732K
Malaga Cove Capital, LLC 0.25% Reduce -7.3% 1,101 $729K
Integrated Advisors Network LLC 0.03% Reduce -17.7% 1,100 $729K
Waterloo Capital, L.P. 0.05% Reduce -11.8% 1,095 $725K
Breakwater Capital Group 0.10% Reduce -1.6% 1,092 $723K
Orrstown Financial Services Inc. 0.12% Add +46.0% 1,089 $721K
Alta Advisers Ltd 0.26% Reduce -20.5% 1,088 $721K
Brady Martz Wealth Solutions, LLC 0.13% Add +99.1% 1,087 $720K
Virtue Capital Management, LLC 0.11% Reduce -94.3% 1,136 $715K
American Trust 0.06% Reduce -1.6% 1,078 $714K
Leavell Investment Management, Inc. 0.03% Reduce -5.6% 1,077 $714K
Neville Rodie & Shaw Inc. 0.05% Reduce -9.3% 1,069 $708K
Red Door Wealth Management, LLC 0.07% Reduce -0.5% 1,066 $706K
Journey Retirement Planning & Investment Management LLC 0.14% — 1,064 $705K
Alliance Wealth Advisors, LLC 0.15% Reduce -38.9% 1,056 $700K
Van Hulzen Asset Management, LLC 0.05% Add +0.5% 1,052 $697K
Clearstead Trust, LLC 0.11% Reduce -4.6% 1,047 $694K
Abacus Wealth Partners, LLC 0.07% New 1,045 $692K
Reynders McVeigh Capital Management, LLC 0.03% Reduce -6.2% 1,043 $691K
Exane Asset Management 0.15% No change 887 $690K
MorganRosel Wealth Management, LLC 0.17% Reduce -32.1% 1,037 $687K
Valley Wealth Managers, Inc. 0.04% Reduce -3.5% 1,037 $687K
Wharton Business Group, LLC 0.03% No change 1,035 $686K
SYM FINANCIAL Corp 0.07% Reduce -18.5% 1,032 $684K
Exencial Wealth Advisors, LLC 0.02% Add +0.7% 1,026 $680K
Morningstar Investment Management LLC 0.04% Reduce -92.4% 1,019 $675K
Brevan Howard Capital Management LP 0.01% Reduce -76.5% 1,017 $674K
New Republic Capital, LLC 0.18% Add +112.5% 1,016 $673K
Trevian Wealth Management LLC 0.32% Add +0.4% 1,014 $672K
Larson Financial Group LLC 0.02% Reduce -2.3% 1,013 $671K
Oxford Financial Group, LTD. LLC 0.04% Reduce -1.1% 1,013 $671K
Heritage Wealth Advisors 0.03% Reduce -6.6% 1,012 $671K
FORA Capital, LLC 0.08% New 239 $670K
Capital Investment Advisory Services, LLC 0.05% Add +10.6% 1,009 $668K
Pettee Investors, Inc. 0.37% No change 1,001 $663K
RBF Capital, LLC 0.03% No change 1,000 $662K
Interchange Capital Partners, LLC 0.12% Reduce -4.0% 998 $662K
Wbi Investments, LLC 0.17% Reduce -10.0% 997 $660K
Aventura Private Wealth, LLC 0.24% Reduce -7.2% 990 $656K
Asahi Life Asset Management Co., LTD. 0.36% Add +88.9% 988 $654K
Clarius Group, LLC 0.04% Reduce -29.4% 988 $654K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +2.8% 987 $654K
CHICAGO TRUST Co NA 0.10% Add +8.2% 985 $652K
TritonPoint Partners, LLC 0.35% — 980 $649K
Northern Financial Advisors Inc 0.74% Reduce -17.7% 978 $648K
4WEALTH Advisors, Inc. 0.56% Add +6.2% 974 $645K
Founders Financial Alliance, LLC 0.12% Add +0.1% 969 $642K
Tolleson Wealth Management, Inc. 0.09% No change 969 $642K
Keating Financial Advisory Services, Inc. 0.09% — 968 $641K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -1.6% 967 $641K
DGS Capital Management, LLC 0.11% Reduce -8.2% 965 $639K
Bell Investment Advisors, Inc 0.10% Add +4.0% 962 $637K
Pitcairn Wealth Advisors LLC 0.06% — 962 $637K
Everpar Advisors LLC 0.24% Add +6.2% 961 $637K
Plimoth Trust Co. LLC 0.14% Reduce -9.4% 961 $637K
Prelude Capital Management, LLC 0.05% Add +87.0% 961 $637K
Versant Capital Management, Inc 0.08% Add +21.3% 957 $634K
Plancorp, LLC 0.02% Reduce -3.7% 957 $634K
Congress Park Capital LLC 0.19% Add +4.4% 955 $633K
Burke & Herbert Bank & Trust Co. 0.17% Reduce -20.1% 955 $633K
Certuity, LLC 0.04% Reduce -4.8% 954 $632K
Aviso Financial Inc. 0.02% Add +0.3% 953 $631K
Financial Advisors Network, Inc. 0.09% Reduce -2.2% 948 $628K
Horizon Family Wealth, Inc. 0.33% Add +0.2% 948 $628K
Brucke Financial, Inc. 0.34% Reduce -9.1% 948 $628K
Prosperity Consulting Group, LLC 0.03% Add +9.6% 947 $627K
Moneco Advisors, LLC 0.05% Reduce -3.2% 944 $626K
17 Capital Partners, LLC 0.32% Reduce -8.7% 942 $624K
AEGON ASSET MANAGEMENT UK Plc 0.01% Add +25.7% 940 $623K
1ST Source Bank 0.03% Reduce -13.5% 938 $621K
BDFS Capital LLC 0.31% — 934 $619K
Edgestream Partners, L.P. 0.02% Reduce -48.1% 934 $619K
Moors & Cabot, Inc. 0.03% Add +11.0% 930 $616K
Formidable Asset Management, LLC 0.09% No change 929 $615K
Coign Capital Advisors LLC 0.32% Add +4.0% 928 $615K
Denali Advisors LLC 0.07% Reduce -1.2% 927 $614K
Annis Gardner Whiting Capital Advisors, LLC 0.12% Add +3.7% 924 $612K
Hardy Reed LLC 0.04% Add +6.6% 924 $612K
Range Advisory, LLC 0.16% — 920 $609K
Expressive Wealth LLC 0.66% — 917 $607K
Evercore Wealth Management, LLC 0.01% No change 916 $607K
Charter Oak Capital Management, LLC 0.05% Reduce -0.5% 915 $606K
Parcion Private Wealth LLC 0.04% Reduce -7.4% 915 $606K
PFG Investments, LLC 0.03% Add +2.0% 915 $606K
Permanens Capital L.P. 0.08% New 914 $605K
Eagle Wealth Advisors LLC 0.51% — 911 $603K
Tiemann Investment Advisors, LLC 0.23% Reduce -10.0% 907 $601K
Wealth Architects, LLC 0.05% Reduce -15.5% 905 $600K
Godsey & Gibb, Inc. 0.05% No change 905 $599K
Hilton Head Capital Partners, LLC 0.35% — 905 $599K
Trust Co. of Toledo NA 0.06% Add +62.8% 905 $599K
Bond & Devick Financial Network, Inc. 0.17% Reduce -0.1% 904 $599K
Elevated Capital Advisors, LLC 0.14% Reduce -15.7% 903 $598K
Ameritas Advisory Services, LLC 0.02% Add +164.0% 903 $598K
Lifeworks Advisors, LLC 0.08% Add +50.0% 903 $598K
Supplemental Annuity Collective Trust of NJ 0.15% No change 900 $596K
Three Seasons Wealth, LLC 0.06% Add +4.3% 899 $596K
Gen-Wealth Partners Inc 0.19% Reduce -32.2% 898 $595K
Tyche Wealth Partners LLC 0.09% New 896 $593K
JFS Wealth Advisors, LLC 0.03% Add +1.5% 890 $590K
Foundry Financial LLC 0.31% — 888 $588K
Revolve Wealth Partners, LLC 0.07% Add +1.7% 888 $588K
SBI Securities Co., Ltd. 0.02% Add +17.5% 888 $588K
Wellspring Financial Advisors, LLC 0.05% New 886 $587K
KCM Investment Advisors LLC 0.02% Add +2.1% 882 $584K
Caldwell Trust Co 0.05% No change 880 $583K
Summitry LLC 0.02% Add +2.2% 879 $582K
Beaumont Financial Advisors, LLC 0.04% Add +3.2% 874 $579K
Wellington Grp LLC 0.19% — 874 $579K
Verity Asset Management, Inc. 0.25% Reduce -42.1% 872 $578K
Sunbelt Securities, Inc. 0.04% Add +6.1% 867 $574K
ICONIQ Capital, LLC 0.01% Reduce -6.6% 862 $571K
Chesapeake Capital Corp. 0.48% No change 859 $569K
Texas Bank & Trust Co 0.21% Add +2.4% 858 $568K
Sivia Capital Partners, LLC 0.11% Reduce -17.6% 856 $567K
Bank of Marin 0.39% Reduce -7.3% 856 $567K
Bull Oak Capital, LLC 0.23% No change 855 $566K
SS&H Financial Advisors, Inc. 0.17% Reduce -9.6% 855 $566K
Novem Group 0.07% Reduce -20.7% 851 $563K
Prentice Wealth Management LLC 0.13% Add +2.7% 850 $563K
Traynor Capital Management, Inc. 0.03% Reduce -4.5% 849 $562K
Veery Capital, LLC 0.17% Add +0.4% 848 $562K
Fortune Financial Advisors, LLC 0.38% Add +1.7% 847 $561K
Kathmere Capital Management, LLC 0.04% Add +29.7% 843 $558K
KDT Advisors, LLC 0.78% No change 840 $556K
Summit Securities Group LLC 0.10% Add +822.0% 839 $556K
Private Trust Co. NA 0.05% Reduce -4.3% 836 $554K
Income Insurance Ltd 0.36% — 836 $554K
Group One Trading LLC 0.02% Add +203.3% 831 $550K
Manchester Capital Management LLC 0.07% Add +37.6% 830 $550K
Alta Wealth Advisors LLC 0.18% Add +1.1% 828 $549K
Robertson Stephens Wealth Management, LLC 0.02% Add +32.6% 826 $548K
Cromwell Holdings LLC 0.30% No change 823 $545K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.86% — 822 $545K
Resonant Capital Advisors, LLC 0.03% Add +9.4% 822 $545K
3Chopt Investment Partners, LLC 0.12% Add +22.0% 821 $544K
Avantra Family Wealth, Inc. 0.39% Add +3.2% 814 $539K
Mechanics Bank Trust Department 0.07% No change 813 $539K
Leo Wealth, LLC 0.04% Add +110.6% 813 $538K
Capital Counsel LLC 0.02% Add +0.1% 811 $537K
Unify Financial Advisors 0.56% — 809 $536K
Hardworking Capital Advisors, LLC 0.48% — 806 $534K
Wealth Group Ltd 0.12% No change 803 $532K
Sage Private Wealth Group, LLC 0.29% Add +2.8% 802 $531K
Ulland Investment Advisors, LLC 0.43% Reduce -3.8% 801 $531K
W.H. Cornerstone Investments Inc. 0.32% Add +0.1% 801 $531K
Kennon-Green & Company, LLC 0.42% Reduce -0.6% 798 $529K
CYBER HORNET ETFs LLC 0.31% Add +5.7% 796 $527K
Conestoga Capital Advisors, LLC 0.01% Add +2.6% 795 $527K
Simmons Bank 0.04% Add +45.5% 793 $525K
Prosperity Bancshares Inc 0.47% — 793 $525K
Alpha Omega Wealth Management LLC 0.09% No change 792 $525K
Twin Peaks Wealth Advisors, LLC 0.15% Reduce -4.5% 1,198 $524K
Washington Trust Bank 0.04% Add +3.0% 790 $523K
Cynosure Group, LLC 0.05% Add +14.5% 788 $522K
Cambria Investment Management, L.P. 0.03% Add +33.6% 787 $521K
SageView Advisory Group, LLC 0.02% Add +11.2% 784 $519K
Signature Estate & Investment Advisors LLC 0.01% Reduce -0.9% 784 $519K
Betterment LLC 0.00% Add +0.6% 784 $519K
Spinnaker Investment Group, LLC 0.09% Reduce -0.8% 782 $518K
Main Street Research LLC 0.03% Add +3.6% 779 $516K
Private Client Services, LLC 0.16% Add +0.3% 776 $514K
NorthStar Asset Management LLC 0.23% Add +0.1% 775 $513K
Simon Quick Advisors, LLC 0.02% Add +15.5% 775 $513K
Clear Creek Financial Management, LLC 0.04% Add +2.6% 774 $513K
Catalyst Private Wealth, LLC 0.22% Reduce -8.8% 774 $513K
Stratos Investment Management, LLC 0.02% Reduce -32.9% 770 $510K
Arrow Financial Corp 0.05% No change 768 $509K
Godfrey Financial Associates, Inc. 0.44% — 767 $508K
Accurate Wealth Management, LLC 0.06% Add +13.9% 785 $508K
Triad Wealth Partners, LLC 0.05% Reduce -7.8% 767 $508K
BlueSky Wealth Advisors, LLC 0.07% No change 766 $507K
PAX Financial Group, LLC 0.09% Reduce -8.7% 764 $506K
Csenge Advisory Group 0.02% Reduce -16.5% 764 $506K
Fort Sheridan Advisors LLC 0.06% No change 762 $505K
Foundations Investment Advisors, LLC 0.01% Add +8.9% 760 $503K
KMG Fiduciary Partners, LLC 0.04% Reduce -2.8% 757 $501K
Canvas Wealth Advisors, LLC 0.09% Add +0.5% 756 $501K
Prestige Wealth Management Group LLC 0.10% Add +4.1% 755 $500K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -16.0% 755 $500K
Sfm, LLC 0.29% Add +4.3% 755 $500K
Impact Investors, Inc 0.35% Reduce -0.5% 755 $500K
TLW Wealth Management, LLC 0.29% Add +46.4% 754 $499K
Bernardo Wealth Planning LLC 0.09% Add +3.2% 752 $498K
SeaCrest Wealth Management, LLC 0.05% Add +2.4% 764 $498K
Gill Capital Partners, LLC 0.15% No change 750 $497K
CoreFirst Bank & Trust 0.27% Reduce -10.9% 749 $496K
Kesler, Norman & Wride, LLC 0.08% Add +129.1% 747 $495K
Everstar Asset Management, LLC 0.27% New 5,807 $495K
Strategic Family Wealth Counselors, L.L.C. 0.11% New 935 $495K
GWN Securities Inc. 0.10% Add +2.3% 746 $495K
Fiduciary Wealth Partners, LLC 0.20% No change 745 $494K
OneAscent Financial Services LLC 0.05% Reduce -31.5% 745 $494K
Prota Financial, LLC 0.35% — 744 $493K
International Assets Investment Management, LLC 0.03% Add +4.1% 741 $491K
Andrews Advisory Associates, LLC 0.26% — 740 $490K
HBW Advisory Services LLC 0.05% Add +8.8% 739 $489K
Meadowbrook Advisors Group, LLC 0.27% — 736 $488K
LVZ, Inc. 0.05% Add +16.3% 736 $488K
Baker Avenue Asset Management, LP 0.01% Reduce -75.8% 736 $487K
Legacy Bridge, LLC 0.20% Add +3.8% 735 $487K
Keystone Wealth Services, LLC 0.10% Add +0.7% 734 $486K
Wrapmanager Inc. 0.16% Reduce -11.8% 732 $485K
Fishman Jay A Ltd. 0.04% No change 732 $485K
Creekside Partners 0.20% New 731 $484K
Stegent Equity Advisors, Inc. 0.38% Reduce -0.4% 729 $483K
Cambient Family Office, LLC 0.07% — 729 $483K
NorthRock Partners, LLC 0.01% Reduce -84.3% 728 $482K
Relyea Zuckerberg Hanson LLC 0.05% Reduce -1.6% 726 $481K
Severin Investments, LLC 0.42% Reduce -20.1% 726 $481K
Johnson Bixby & Associates, LLC 0.06% No change 725 $480K
Marble Wealth, LLC 0.07% — 725 $480K
KFG Wealth Management, LLC 0.06% Reduce -7.6% 720 $477K
Veracity Capital LLC 0.14% Reduce -1.1% 718 $476K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.17% Add +195.9% 716 $475K
Crewe Advisors LLC 0.04% Reduce -3.8% 717 $475K
Kingswood Wealth Advisors, LLC 0.02% Add +31.7% 715 $474K
BankPlus Wealth Management LLC 0.26% Add +20.6% 713 $474K
Xxi Wealth, LLC 0.29% — 714 $473K
Costello Asset Management, INC 0.16% No change 713 $472K
Sentry Investment Management LLC 0.31% No change 711 $471K
Bahl & Gaynor LLC 0.00% No change 711 $471K
VestGen Advisors, LLC 0.02% Reduce -39.4% 711 $471K
1776 Wealth LLC 0.18% Reduce -3.1% 709 $470K
One Wealth Capital Management, LLC 0.20% Reduce -2.8% 707 $468K
Atticus Wealth Management, LLC 0.12% Reduce -1.5% 707 $468K
Union Savings Bank 0.20% — 705 $467K
Financial Planning Hawaii, Inc. 0.27% — 704 $466K
Ewa, LLC 0.11% Add +0.9% 701 $464K
Pflug Koory, LLC 0.22% No change 700 $464K
Lafayette Investments, Inc. 0.09% Add +27.1% 698 $462K
Traveka Wealth, LLC 0.19% Add +0.9% 696 $461K
Winthrop Advisory Group LLC 0.04% Reduce -5.9% 699 $461K
Earned Wealth Advisors, LLC 0.03% Reduce -27.1% 694 $460K
Chapin Davis, Inc. 0.11% Reduce -25.1% 694 $460K
Mayflower Financial Advisors, LLC 0.06% Reduce -32.7% 694 $460K
Wallace Advisory Group, LLC 0.48% Reduce -21.1% 687 $455K
Ramiah Investment Group 0.39% Reduce -1.3% 686 $454K
Meadow Creek Wealth Advisors LLC 0.29% Reduce -0.7% 685 $454K
George Kaiser Family Foundation 0.06% No change 685 $454K
Prescott Group Capital Management, L.L.C. 0.04% No change 685 $454K
Trivant Custom Portfolio Group, LLC 0.26% Reduce -1.0% 683 $452K
Runnymede Capital Advisors, Inc. 0.26% New 683 $452K
Canandaigua National Bank & Trust Co. 0.04% Reduce -1.0% 680 $450K
Oakworth Capital, Inc. 0.02% Add +3.4% 676 $448K
Advanced Portfolio Management, LLC 1.36% New 672 $445K
Planned Solutions, Inc. 0.14% No change 672 $445K
Basecamp Wealth Advisors LLC 0.09% — 672 $445K
Three Bridge Wealth Advisors, LLC 0.12% No change 671 $444K
Woodstock Corp. 0.04% Add +0.5% 670 $444K
True North Advisors, LLC 0.06% Add +11.9% 668 $443K
Accelerate Investment Advisors LLC 0.30% Reduce -0.5% 666 $441K
Saranac Partners Ltd 0.17% No change 665 $441K
Bourgeon Capital Management LLC 0.07% Reduce -0.1% 665 $441K
Crews Bank & Trust 0.06% No change 665 $441K
Ascentis Independent Advisors 0.07% Add +106.2% 664 $440K
Tidemark, LLC 0.13% No change 664 $440K
Seven Mile Advisory 0.08% Reduce -39.0% 662 $439K
Balentine LLC 0.02% Add +57.4% 661 $438K
One Capital Management, LLC 0.01% Reduce -3.1% 660 $437K
Obermeyer Wealth Partners 0.02% Reduce -11.8% 659 $437K
Tradewinds, LLC. 0.10% Reduce -27.1% 657 $435K
Elyxium Wealth, LLC 0.12% Add +5.8% 657 $435K
Intellectus Partners, LLC 0.08% Reduce -0.6% 656 $435K
E Fund Management (Hong Kong) Co., Ltd. 0.15% Add +259.7% 892 $435K
Ashton Thomas Securities, LLC 0.08% Reduce -4.1% 651 $431K
Newman Dignan & Sheerar, Inc. 0.09% No change 650 $431K
Monetary Management Group Inc. 0.10% No change 650 $431K
Acropolis Investment Management, LLC 0.02% Reduce -2.8% 650 $431K
Opal Capital LLC 0.11% — 777 $430K
Thomasville National Bank 0.03% No change 646 $428K
Clark Financial Services Group Inc. 0.23% Add +3.5% 673 $427K
Daymark Wealth Partners, LLC 0.01% Add +27.1% 642 $425K
Bigelow Investment Advisors, LLC 0.17% Add +3.9% 642 $425K
Voya Financial Advisors, Inc. 0.04% Reduce -12.5% 630 $425K
Sigma Planning Corp 0.01% Reduce -60.4% 646 $424K
Hummer Financial Advisory Services Inc 0.30% No change 640 $424K
Johnson Financial Group, Inc. 0.02% Reduce -27.1% 635 $421K
Clarendon Private LLC 0.35% Add +26.4% 631 $418K
Avidian Wealth Enterprises, LLC 0.02% Add +18.8% 631 $418K
CVA Family Office, LLC 0.05% Reduce -1.1% 630 $417K
United Community Bank 0.16% Reduce -5.7% 628 $416K
Kera Capital Partners, Inc. 0.05% Add +56.9% 833 $416K
Kenora Financial, LLC 0.14% No change 627 $415K
OneAscent Investment Solutions LLC 0.44% No change 625 $414K
Valtinson Bruner Financial Planning LLC 0.12% Add +0.2% 624 $413K
Proffitt & Goodson Inc. 0.06% Add +4.7% 622 $412K
Capital Advisors, Ltd. LLC 0.05% Reduce -2.4% 620 $411K
Cercano Management LLC 0.02% No change 619 $410K
Rothschild Investment LLC 0.02% Reduce -12.5% 618 $410K
D'Orazio & Associates, Inc. 0.05% Add +13.6% 617 $409K
Diversified Investment Strategies, LLC 0.27% No change 614 $407K
Catalyst Capital Advisors LLC 0.01% Add +7.0% 613 $406K
Busey Bank 0.01% Add +4.1% 604 $400K
Jacobsen Capital Management 0.13% Reduce -1.8% 603 $399K
Latko Wealth Management, Ltd. 0.20% Add +0.2% 602 $399K
Columbia Asset Management 0.07% No change 602 $399K
Security Financial Services, INC. 0.06% Reduce -2.3% 602 $399K
First National Bank of Omaha 0.01% New 595 $399K
Ticino Wealth 0.15% — 601 $398K
Credit Capital Investments LLC 0.37% No change 600 $397K
Gordian Advisors LLC 0.26% No change 600 $397K
Scientech Research LLC 0.25% Reduce -68.5% 600 $397K
East Coast Asset Management, LLC. 0.12% No change 600 $397K
Klingman & Associates, LLC 0.02% Add +5.5% 600 $397K
Select Asset Management & Trust 0.12% No change 600 $397K
VUB Generali dochodkova spravcovska spolocnost, a.s. 0.30% — 599 $397K
Ausdal Financial Partners, Inc. 0.02% Reduce -30.0% 598 $396K
Integrated Investment Consultants, LLC 0.08% Reduce -9.4% 597 $395K
Bison Wealth, LLC 0.04% Add +48.9% 868 $395K
MidFirst Bank 0.03% — 594 $393K
Fortitude Family Office, LLC 0.09% Add +0.2% 593 $393K
Pacific Wealth Management 0.18% No change 592 $392K
Cedar Mountain Advisors, LLC 0.07% Add +0.2% 587 $389K
McAdam, LLC 0.02% Add +18.7% 584 $387K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.10% Add +2.6% 580 $384K
Consolidated Capital Management, LLC 0.12% Add +76.0% 579 $384K
Riverwater Partners LLC 0.15% Reduce -7.8% 579 $384K
Westfuller Advisors, LLC 0.15% Reduce -13.9% 578 $383K
Wealthcare Advisory Partners LLC 0.01% Add +8.9% 577 $382K
Wealth Management Associates, Inc. 0.13% Add +0.9% 576 $382K
New England Research & Management, Inc. 0.17% No change 575 $381K
Gilbert & Cook, Inc. 0.05% Reduce -1.2% 575 $381K
Salem Investment Counselors Inc. 0.01% Reduce -0.9% 574 $380K
Channel Wealth LLC 0.10% Add +15.3% 574 $380K
AGH Wealth Advisors, LLC 0.28% Add +5.5% 572 $379K
NTV Asset Management LLC 0.04% Reduce -5.6% 572 $379K
Nicholas Investment Partners, LP 0.03% Reduce -56.5% 571 $378K
High Falls Advisors, Inc 0.08% No change 571 $378K
Third View Private Wealth, LLC 0.05% — 570 $378K
Belpointe Asset Management LLC 0.01% Reduce -0.2% 569 $377K
Venture Visionary Partners LLC 0.01% Add +3.6% 568 $376K
Bourne Lent Asset Management Inc. 0.12% No change 566 $375K
WP Advisors, LLC 0.09% Reduce -10.6% 565 $374K
Camden National Bank 0.05% Reduce -5.2% 562 $372K
SouthState Bank Corp 0.02% Reduce -0.3% 562 $372K
Bragg Financial Advisors, Inc 0.01% Reduce -7.1% 561 $372K
Telos Capital Management, Inc. 0.03% No change 560 $371K
Atlatl Advisers LLC 0.14% Add +57.3% 560 $371K
Tritonpoint Wealth, LLC 0.04% Reduce -62.8% 556 $368K
Integrity Alliance, Llc. 0.01% Add +2.6% 555 $368K
MWA Asset Management 0.20% Reduce -20.7% 555 $368K
Libra Wealth LLC 0.10% No change 552 $366K
BIP Wealth, LLC 0.01% Reduce -4.3% 552 $366K
a16z Perennial Management, L.P. 0.03% Add +1.7% 550 $364K
Corundum Group, Inc. 0.12% Add +36.7% 548 $363K
Aviso Wealth Management 0.15% Reduce -1.1% 547 $362K
National Wealth Management Group, LLC 0.13% New 547 $362K
Caitlin John, LLC 0.24% Add +574.1% 546 $362K
Meeder Asset Management Inc. 0.02% Reduce -82.4% 546 $362K
M3 Advisory Group, LLC 0.22% Reduce -15.8% 545 $361K
Schnieders Capital Management, Llc. 0.06% No change 542 $359K
Continuum Advisory, LLC 0.04% Add +32.2% 542 $359K
Elgethun Capital Management 0.06% Add +5.5% 534 $354K
RiverFront Investment Group, LLC 0.01% New 534 $354K
Wealth Management Partners, LLC 0.10% No change 531 $352K
Kuhn & Co Investment Counsel 0.23% Add +2.7% 530 $351K
Resources Management Corp. /CT/ 0.05% No change 530 $351K
TFB Advisors LLC 0.10% Reduce -17.4% 527 $349K
Moody National Bank Trust Division 0.03% Add +27.3% 527 $349K
Capital Advisors Inc. 0.01% Add +25.5% 526 $348K
Marathon Wealth Advisors LLC 0.14% — 525 $347K
Powell Investment Advisors, LLC 0.12% No change 523 $346K
Financial Consulate, Inc. 0.05% Reduce -15.7% 522 $346K
Wall Street Financial Group, Inc. 0.25% Add +5.0% 522 $346K
Wolff Wiese Magana LLC 0.19% Reduce -2.3% 521 $345K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -32.1% 521 $345K
Warren Street Wealth Advisors, LLC 0.10% Add +2.2% 520 $344K
Opal Wealth Advisors, LLC 0.09% Reduce -4.4% 519 $344K
Colter Lewis Investment Partners LLC 0.40% — 518 $343K
Westwood Wealth Management 0.26% New 518 $343K
Lionshead Wealth Management, LLC 0.26% Add +1.6% 518 $343K
MN Wealth Advisors, LLC 0.17% Add +0.6% 513 $340K
TopTier Wealth Management, LLC 0.23% — 513 $340K
Nilsine Partners, LLC 0.03% Add +40.2% 513 $340K
Sunflower Bank, N.A. 0.09% Add +1.0% 512 $339K
Abel Hall, LLC 0.08% Add +14.1% 510 $338K
Tanager Wealth Management LLP 0.03% Add +4.5% 510 $338K
Perennial Investment Advisors, LLC 0.03% Add +9.3% 503 $334K
Endowment Wealth Management, Inc. 0.15% Reduce -4.0% 502 $332K
K.J. Harrison & Partners Inc 0.04% No change 500 $331K
Sandhill Capital Partners LLC 0.02% No change 497 $329K
Shepherd Financial Partners LLC 0.03% No change 496 $329K
New Millennium Group LLC 0.14% Reduce -3.5% 494 $328K
Patrick M Sweeney & Associates, Inc. 0.20% Add +14.1% 493 $327K
Geneos Wealth Management Inc. 0.01% Add +3.6% 492 $326K
Strategic Blueprint, LLC 0.02% Reduce -2.6% 492 $326K
Washington Trust Advisors, Inc. 0.02% Add +92.5% 491 $326K
Faithward Advisors, LLC 0.05% Reduce -20.8% 491 $325K
Proficio Capital Partners LLC 0.02% Reduce -5.4% 491 $325K
Paragon Private Wealth Management, LLC 0.10% Add +13.2% 489 $324K
Studio Investment Management LLC 0.06% No change 489 $324K
Chilton Capital Management LLC 0.01% Reduce -5.2% 488 $323K
Sax Wealth Advisors, LLC 0.02% Add +11.2% 487 $323K
CPC Advisors, LLC 0.03% Reduce -80.5% 487 $323K
Rosenberg Matthew Hamilton 0.07% Reduce -1.6% 486 $322K
Colonial Trust Co / SC 0.04% Add +28.0% 485 $322K
Guyasuta Investment Advisors Inc. 0.02% Add +5.9% 485 $321K
Tufton Capital Management 0.06% Reduce -11.8% 484 $320K
Capital Investment Counsel, LLC 0.04% Reduce -8.2% 483 $320K
Postrock Partners LLC 0.14% No change 481 $319K
TCI Wealth Advisors, Inc. 0.02% Reduce -20.0% 480 $318K
Invenio Wealth Partners LLC 0.12% Reduce -5.2% 479 $317K
Kovack Advisors, Inc. 0.02% Add +21.3% 478 $316K
Values Added Financial LLC 0.13% Add +6.0% 477 $316K
Canopy Partners, LLC 0.10% Add +9.9% 477 $316K
EJMK Ventures LLC 0.19% — 476 $315K
Eubel Brady & Suttman Asset Management Inc. 0.04% Add +12.6% 474 $314K
Blue Sky Capital Consultants Group, Inc. 0.14% Reduce -2.7% 474 $314K
Western Wealth Management, LLC 0.01% Reduce -11.4% 473 $314K
Optimize Financial Inc. 0.16% Add +0.8% 473 $313K
Baker Tilly Wealth Management, LLC 0.08% Reduce -0.6% 473 $313K
Capital Analysts, LLC 0.01% Add +5.1% 473 $313K
Purkiss Capital Advisors LLC 0.15% No change 472 $313K
Beta Wealth Group, Inc. 0.13% New 471 $312K
Cornerstone Planning, LLC 0.07% — 468 $310K
1015 Capital Partners, LLC 0.30% — 467 $309K
LifeSteps Financial, Inc. 0.20% No change 467 $309K
Marietta Investment Partners LLC 0.06% Reduce -1.9% 467 $309K
Balefire, LLC 0.06% Reduce -10.0% 467 $309K
Guardian Capital, LLC 0.28% — 466 $309K
Live Oak Private Wealth LLC 0.04% Add +1.5% 466 $309K
Signet Private Wealth LLC 0.29% — 464 $307K
Impact Capital Partners LLC 0.09% Add +0.2% 463 $307K
Mason Investment Advisory Services, Inc. 0.01% No change 463 $307K
KFA Private Wealth Group, LLC 0.07% Add +1.1% 463 $306K
ORG Partners LLC 0.05% Add +1.5% 462 $306K
Gallacher Capital Management LLC 0.12% Reduce -0.7% 462 $306K
Planning Alternatives Ltd. 0.04% Reduce -8.5% 461 $306K
Somerville Kurt F 0.05% No change 460 $305K
MFA Wealth Services 0.20% Reduce -14.9% 458 $303K
Highline Wealth Partners LLC 0.09% Reduce -11.1% 457 $303K
Guardian Wealth Advisors, LLC / NC 0.02% Add +12.0% 456 $302K
SP Asset Management LLC 0.02% Add +0.2% 455 $302K
Werba Rubin Papier Wealth Management 0.08% Add +40.9% 455 $301K
Wynn Capital, LLC 0.15% No change 455 $301K
Florida Financial Advisors, LLC 0.08% New 453 $301K
Broadway Wealth Solutions, Inc. 0.16% Add +1.3% 453 $300K
Baker Boyer National Bank 0.09% Add +4.9% 451 $299K
Sepio Capital, LP 0.02% Add +6.6% 451 $299K
SCS Capital Management LLC 0.00% New 450 $298K
McClarren Financial Advisors, Inc. 0.18% Add +47.4% 662 $298K
United Advisor Group, LLC 0.04% Add +5.1% 450 $298K
Synergy Financial Group, LTD 0.21% Add +0.5% 450 $298K
Oliver Luxxe Assets LLC 0.05% Reduce -29.8% 450 $298K
Capital Investment Counsel, Inc 0.04% Reduce -35.7% 450 $298K
Matrix Asset Advisors Inc. 0.03% Reduce -0.2% 450 $298K
Performance Wealth Partners, LLC 0.01% Add +1.6% 448 $297K
Cidel Asset Management Inc. 0.02% Add +5.2% 448 $297K
Essential Partners LLC 0.09% Reduce -44.1% 447 $296K
Brady Family Wealth, LLC 0.09% New 447 $296K
Jackson Square Capital, LLC 0.06% Reduce -2.2% 447 $296K
Sage Rhino Capital LLC 0.06% Reduce -0.9% 447 $296K
Elser Financial Planning, Inc 0.21% No change 446 $296K
Drucker Wealth 3.0, LLC 0.05% Add +13.8% 446 $295K
49 Wealth Management, LLC 0.02% Add +47.8% 445 $295K
Apeiron RIA LLC 0.06% Add +6.2% 604 $295K
Greenspring Advisors, LLC 0.02% New 445 $295K
Stronghold Wealth Management L.L.C. 0.44% — 445 $295K
Eagle Wealth Strategies LLC 0.14% Add +0.7% 445 $295K
Cane Capital Partners, LLC 0.12% — 445 $295K
Vigilare Wealth Management 0.10% Reduce -3.9% 445 $295K
Caerus Investment Advisors, LLC 0.10% Add +16.5% 445 $295K
Cornell Pochily Investment Advisors, Inc. 0.09% Add +5.5% 444 $294K
KG Capital Management 0.08% Reduce -58.8% 444 $294K
Essex Bank 0.06% Reduce -6.1% 444 $294K
Mma Asset Management LLC 0.10% Add +8.6% 441 $292K
Lighthouse Investment Partners, LLC 0.01% Reduce -88.5% 441 $292K
McLean Asset Management Corp 0.05% Add +0.8% 515 $292K
Foster Group, Inc. 0.01% Add +7.9% 438 $290K
Destiny Wealth Partners, LLC 0.03% No change 513 $288K
Truvestments Capital LLC 0.05% Reduce -9.6% 433 $287K
FAS Wealth Partners, Inc. 0.02% Reduce -0.5% 432 $286K
Tennessee Valley Asset Management Partners 0.04% No change 431 $286K
Concorde Asset Management, LLC 0.11% Reduce -1.6% 431 $286K
Victory Financial Group, LLC 0.04% New 431 $286K
Omega Financial Group, LLC 0.09% Add +1.9% 430 $285K
Portfolio Design Labs, LLC 0.05% Add +1.4% 430 $285K
Texas Yale Capital Corp. 0.01% Add +43.3% 430 $285K
Salvus Wealth Management, LLC 0.16% Add +13.5% 429 $284K
Nolet Wealth Management, LLC 0.16% — 428 $284K
Petix & Botte Co 0.06% No change 426 $282K
JB Capital LLC 0.01% Reduce -4.3% 426 $282K
Shrier Wealth Management, LLC 0.11% — 424 $281K
IFG Advisory, LLC 0.01% Add +5.5% 424 $281K
Fortis Capital Management LLC 0.04% Add +9.8% 424 $281K
Cypress Wealth Services, LLC 0.04% New 423 $280K
Nwam LLC 0.02% Reduce -4.2% 481 $278K
Tranquility Partners, LLC 0.10% Reduce -22.4% 417 $276K
Horizon Bancorp Inc. 0.13% Add +93.5% 416 $276K
Onyx Bridge Wealth Group LLC 0.03% Add +0.7% 416 $276K
Reflection Asset Management 0.20% — 416 $276K
Aster Capital Management (DIFC) Ltd 0.12% New 415 $275K
Associated Banc-Corp 0.01% Add +15.3% 414 $274K
Triumph Capital Management 0.06% Add +3.0% 412 $273K
Howard Bailey Securities, LLC 0.11% Reduce -3.7% 412 $273K
BetterWealth, LLC 0.06% No change 412 $273K
Nordwand Advisors, LLC 0.05% No change 411 $273K
Cordoba Advisory Partners LLC 0.07% — 410 $272K
Hall Laurie J Trustee 0.09% No change 410 $272K
May Hill Capital, LLC 0.07% Add +14.2% 410 $272K
Altfest L J & Co. Inc. 0.03% Add +0.5% 409 $271K
Truepoint, Inc. 0.01% Reduce -41.5% 409 $271K
TFR Capital, LLC. 0.09% Add +2.5% 408 $270K
U.S. Capital Wealth Advisors, LLC 0.01% Add +12.7% 407 $270K
LifePlan Investment Advisors, Inc. 0.11% Add +3.3% 406 $269K
Ariadne Wealth Management, LP 0.11% Reduce -24.9% 674 $268K
Pine Harbor Wealth Management, LLC 0.08% No change 404 $268K
Riversedge Advisors, LLC 0.04% Add +2.5% 404 $268K
Berman McAleer LLC 0.04% Add +0.3% 404 $268K
Pinnacle Bancorp, Inc. 0.08% Add +1.3% 403 $267K
Ascentis Wealth Management, LLC 0.07% Add +55.0% 403 $267K
Benin Management CORP 0.06% Reduce -10.5% 402 $266K
CFO4Life Group, LLC 0.04% Add +3.1% 402 $266K
Jeppson Wealth Management, LLC 0.08% Reduce -1.2% 401 $266K
LSV Asset Management 0.00% No change 400 $265K
Fortis Advisors, LLC 0.15% No change 400 $265K
Laurel Oak Wealth Management, LLC 0.04% — 400 $265K
Carret Asset Management, LLC 0.03% No change 400 $265K
Walter & Keenan Wealth Management LLC /in/ 0.07% Add +0.5% 399 $264K
Calydon Capital 0.04% Reduce -21.3% 398 $264K
Hutchens & Kramer Investment Management Group, LLC 0.09% Add +3.9% 398 $264K
One River Asset Management, LLC 0.23% Reduce -4.6% 396 $262K
Crawford Investment Counsel Inc. 0.00% Add +4.5% 394 $261K
Grandfield & Dodd, LLC 0.01% Add +0.3% 394 $261K
Seeds Investor LLC 0.05% Add +18.1% 392 $260K
Graves Light Lenhart Wealth, Inc. 0.03% No change 392 $260K
Fortitude Advisory Group L.L.C. 0.11% Add +1.0% 390 $258K
DV Equities, LLC 0.05% — 390 $258K
Covestor Ltd 0.14% Add +21.3% 388 $258K
Red Wave Investments LLC 0.08% No change 389 $258K
Aries Wealth Management 0.06% No change 388 $257K
Solidarity Wealth, LLC 0.05% No change 388 $257K
Heritage Investment Group, Inc. 0.04% Add +6.6% 388 $257K
Rossby Financial, LCC 0.08% Reduce -37.5% 387 $256K
Castlefield Investment Partners LLP 0.20% — 386 $256K
Figure 8 Investment Strategies LLC 0.23% No change 385 $255K
Blom & Howell Financial Planning, Inc. 0.25% — 384 $254K
Syverson Strege & Co 0.06% Reduce -11.3% 384 $254K
Eagle Strategies LLC 0.03% Add +0.3% 383 $253K
55 North Private Wealth, LLC 0.07% — 381 $252K
Carr Financial Group Corp 0.07% New 381 $252K
Physicians Financial Services, Inc. 0.07% Reduce -6.2% 381 $252K
Enterprise Financial Services Corp 0.13% Add +20.6% 380 $252K
PUREfi Wealth, LLC 0.19% Add +2.7% 379 $251K
BlackDiamond Wealth Management, LLC 0.12% Add +10.4% 574 $251K
Linscomb Wealth, Inc. 0.01% Reduce -2.1% 379 $251K
Dorato Capital Management 0.19% — 443 $251K
Global Endowment Management, LP 0.03% Reduce -5.5% 379 $251K
Seldon Capital LP 0.09% No change 378 $250K
National Philanthropic Trust 0.00% Reduce -34.6% 378 $250K
Sandy Cove Advisors, LLC 0.07% Add +6.8% 376 $249K
LeConte Wealth Management, LLC 0.16% New 375 $248K
Sunpointe, LLC 0.08% Add +15.4% 375 $248K
Advanced Asset Management Advisors Inc 0.07% No change 375 $248K
Pension & Wealth Management Advisors, Inc. 0.07% Add +4.5% 374 $248K
Samalin Investment Counsel, LLC 0.09% Add +0.3% 374 $248K
Main Street Financial Solutions, LLC 0.02% Reduce -36.1% 373 $247K
Bayesian Capital Management, LP 0.57% Add +12.3% 373 $247K
Ranch Capital Advisors Inc. 0.09% No change 371 $246K
Covenant Asset Management, LLC 0.05% No change 371 $246K
YANKCOM Partnership 0.10% Add +12.1% 371 $246K
Crown Wealth Group, LLC 0.07% Reduce -0.3% 370 $245K
SMART Wealth LLC 0.07% Reduce -29.9% 370 $245K
Trilogy Capital Inc. 0.01% Add +13.2% 369 $244K
Citrine Capital LLC 0.11% No change 369 $244K
Granville Capital, Inc. 0.13% — 368 $244K
Beacon Bank & Trust 0.05% Reduce -36.7% 368 $244K
DT Investment Partners, LLC 0.02% Add +23.7% 365 $242K
Archer Investment Corp 0.05% No change 365 $241K
OneAscent Family Office, LLC 0.16% New 364 $241K
Davidson Trust Co. 0.10% Add +2.0% 364 $241K
Brown Wealth Management, LLC 0.06% Add +21.7% 364 $241K
Concentrum Wealth Management 0.07% Reduce -8.3% 363 $240K
Luminvest Wealth Management LLC 0.07% No change 363 $240K
Fiduciary Family Office, LLC 0.07% Add +4.6% 363 $240K
180 Wealth Advisors, LLC 0.03% Reduce -15.4% 362 $240K
Stonebridge Financial Group, LLC / MO 0.21% — 360 $239K
AlTi Global, Inc. 0.01% Reduce -7.4% 361 $239K
Richardson Financial Services Inc. 0.08% Add +603.9% 359 $238K
Verus Capital Partners, LLC 0.02% Add +7.5% 358 $237K
Hengehold Capital Management LLC 0.02% New 358 $237K
OneAscent Wealth Management LLC 0.08% Reduce -1.4% 358 $237K
Lantz Financial LLC 0.05% Reduce -4.5% 357 $236K
Navis Wealth Advisors, LLC 0.10% New 356 $236K
Fermata Advisors, LLC 0.06% Reduce -6.8% 356 $236K
Stonebrook Private Inc. 0.05% Reduce -3.0% 355 $235K
Quantum Financial Advisors, LLC 0.03% Add +0.8% 355 $235K
Bannerstone Capital Management, LLC 0.22% — 353 $234K
DecisionMap Wealth Management, LLC 0.14% Reduce -4.3% 353 $234K
Arthur M. Cohen & Associates, LLC 0.04% No change 353 $234K
Morey & Quinn Wealth Partners, LLC 0.17% No change 352 $233K
Patton Fund Management, Inc. 0.03% No change 352 $233K
SGL Investment Advisors, Inc. 0.09% Reduce -44.9% 535 $233K
Marino, Stram & Associates LLC 0.04% No change 351 $233K
Thompson David Blair 0.13% — 351 $233K
Clarkston Capital Partners, LLC 0.01% Add +1.4% 351 $233K
Park Place Capital Corp 0.05% Reduce -5.4% 350 $232K
NFSG Corp 0.04% Add +897.1% 349 $231K
Atlas Brown,Inc. 0.07% Reduce -0.8% 349 $231K
Golden State Wealth Management, LLC 0.02% Reduce -1.4% 349 $231K
Motive Wealth Advisors 0.10% Add +2.6% 349 $231K
Boltwood Capital Management 0.06% New 349 $231K
Claret Asset Management Corp 0.03% Add +3.0% 347 $230K
Blackston Financial Advisory Group, LLC 0.14% Add +0.3% 347 $230K
Centurion Wealth Management LLC 0.05% Add +5.2% 346 $229K
Galvin, Gaustad & Stein, LLC 0.02% Add +3.9% 345 $229K
Ponta Wealth Partners, LLC 0.21% — 345 $229K
Echo45 Advisors LLC 0.13% Add +5.8% 345 $228K
Twelve Points Wealth Management LLC 0.05% No change 352 $228K
Westmount Partners, LLC 0.06% Add +0.9% 343 $227K
CFS Investment Advisory Services, LLC 0.02% Reduce -0.6% 343 $227K
XML Financial, LLC 0.02% Reduce -4.8% 341 $226K
Cadent Capital Advisors, LLC 0.06% No change 341 $226K
Royal Fund Management, LLC 0.02% Add +0.6% 341 $226K
Sherbrooke Park Advisers LLC 0.58% Reduce -71.6% 340 $225K
Certified Advisory Corp 0.02% No change 340 $225K
Black Diamond Financial, LLC 0.02% New 339 $225K
Empirical Asset Management, LLC 0.06% Reduce -69.4% 339 $224K
Quadrant Private Wealth Management, LLC 0.04% New 338 $224K
Chancellor Financial Group WB LP 0.15% No change 337 $223K
Lotus Technology Management, LP 0.12% — 337 $223K
Physician Wealth Advisors, Inc. 0.03% Add +10.2% 336 $223K
Alpha Cubed Investments, LLC 0.01% Reduce -1.5% 336 $223K
Putney Financial Group LLC 0.21% No change 335 $222K
Bank of Stockton 0.06% Reduce -5.1% 335 $222K
Farmers National Bank 0.05% Reduce -11.8% 335 $222K
Seelaus Asset Management LLC 0.18% New 334 $221K
Blue Chip Partners, LLC 0.02% Reduce -3.2% 331 $219K
Legacy Advisors, LLC 0.02% Reduce -24.8% 327 $217K
Fragasso Financial Advisors Inc 0.01% New 327 $217K
Bingham Private Wealth, LLC 0.19% — 326 $216K
Five Oceans Advisors 0.08% Add +0.3% 325 $215K
Osprey Private Wealth LLC 0.06% No change 325 $215K
Credit Industriel Et Commercial 0.05% Reduce -58.1% 325 $215K
Renasant Bank 0.15% Reduce -0.6% 325 $215K
Hamilton Capital, LLC 0.01% — 324 $215K
Wealth Group, Ltd. 0.21% — 323 $214K
Burton Enright Welch 0.03% Add +6.3% 322 $213K
Braun-Bostich & Associates Inc. 0.13% Reduce -4.2% 322 $213K
Advus Financial Partners, LLC 0.05% Reduce -20.5% 322 $213K
Goldstein Advisors, LLC 0.02% No change 321 $212K
West Bancorporation Inc. 0.11% Reduce -7.3% 320 $212K
Lecap Asset Management Ltd. 0.08% Reduce -73.7% 320 $212K
Baron Wealth Management LLC 0.07% Add +8.9% 319 $211K
Aspiriant, LLC 0.01% Add +2.3% 317 $210K
Intrua Financial, LLC 0.02% Reduce -0.3% 317 $210K
Ignite Planners, LLC 0.03% Add +8.0% 420 $210K
Jackson Thornton Wealth Management, LLC 0.02% Reduce -49.0% 323 $209K
Pine Haven Investment Counsel, Inc 0.15% No change 315 $209K
Fulton Breakefield Broenniman LLC 0.01% Add +1.6% 315 $209K
DSG Capital Advisors, LLC 0.03% No change 376 $209K
Retirement Solution LLC 0.05% No change 314 $208K
Tannin Capital LLC 0.19% — 313 $207K
Consilio Wealth Advisors, LLC 0.06% No change 313 $207K
Caliber Wealth Management, LLC / KS 0.02% New 312 $207K
GenTrust, LLC 0.01% Reduce -38.9% 312 $207K
ABLE Financial Group, LLC 0.04% Reduce -32.1% 311 $206K
Spirepoint Private Client, LLC 0.02% New 311 $206K
Affinity Capital Advisors, LLC 0.03% New 311 $206K
PGIM Custom Harvest LLC 0.00% Reduce -14.1% 310 $205K
One Wealth Advisors, LLC 0.03% Reduce -13.4% 310 $205K
Sound Income Strategies, LLC 0.01% Add +10.9% 376 $205K
Uniting Wealth Partners, LLC 0.06% Add +0.3% 309 $205K
Grunden Financial Advisory, Inc. 0.08% New 308 $204K
Journey Advisory Group, LLC 0.02% Reduce -3.8% 308 $204K
CoreCap Advisors, LLC 0.01% Reduce -65.7% 308 $204K
Naples Global Advisors, LLC 0.02% Reduce -3.1% 307 $204K
Randall & Associates Wealth Management 0.14% New 307 $203K
Legacy Wealth Partners, LLC 0.05% — 307 $203K
Independent Wealth Network Inc. 0.06% New 306 $203K
Bank of Nova Scotia Trust Co. 0.02% New 306 $203K
Phillips Financial Management, LLC 0.01% Add +3.4% 306 $203K
Azzad Asset Management Inc. 0.02% No change 306 $203K
Foronjy Financial LLC 0.08% Add +1.7% 306 $202K
Autumn Glory Partners, LLC 0.07% No change 304 $201K
Rothschild Wealth LLC 0.02% Reduce -20.2% 304 $201K
Cornerstone Advisory, LLC 0.02% New 304 $201K
Bell Bank 0.01% No change 304 $201K
Potomac Fund Management Inc. 0.01% New 303 $201K
Cohen & Steers, Inc. 0.00% No change 300 $199K
Catherine Avery Investment Management LLC 0.12% No change 300 $199K
Arlington Trust Co LLC 0.02% Reduce -86.7% 296 $196K
Transamerica Financial Advisors, LLC 0.02% Reduce -48.1% 287 $190K
Center for Financial Planning, Inc. 0.02% No change 283 $187K
Murphy & Mullick Capital Management Corp 0.13% No change 269 $178K
Torren Management, LLC 0.09% — 268 $178K
WPG Advisers, LLC 0.13% Reduce -18.1% 267 $177K
Nova Wealth Management, Inc. 0.12% No change 261 $173K
Root Financial Partners, LLC 0.01% Reduce -11.7% 256 $170K
Glen Eagle Advisors, LLC 0.02% Reduce -3.9% 246 $163K
St Germain D J Co. Inc. 0.01% Add +15.7% 243 $161K
Financial Network Wealth Advisors LLC 0.17% No change 242 $160K
Legacy Wealth Managment, LLC 0.08% Add +124.1% 242 $160K
Wellington Shields & Co., LLC 0.04% No change 239 $158K
Core Alternative Capital 0.04% Add +2875.0% 238 $158K
Farmers & Merchants Investments Inc. 0.00% Add +0.9% 235 $156K
Delta Asset Management LLC 0.01% No change 228 $151K
LRI Investments, LLC 0.01% Reduce -49.3% 227 $151K
SHP Wealth Management 0.01% — 225 $149K
Family Capital Trust Co 0.05% Add +1.4% 222 $147K
AdvisorNet Financial, Inc 0.01% Add +4.3% 221 $147K
Corsicana & Co. 0.08% No change 217 $144K
Jessup Wealth Management, Inc 0.05% New 217 $143K
IMG Wealth Management, Inc. 0.09% Add +8.5% 216 $143K
Salomon & Ludwin, LLC 0.01% Add +5.1% 225 $143K
Western Pacific Wealth Management, LP 0.14% Reduce -6.9% 215 $142K
GW&K Investment Management, LLC 0.00% Add +5.0% 212 $140K
MCF Advisors LLC 0.01% Add +336.2% 205 $136K
Rakuten Securities, Inc. 0.04% Add +113.8% 201 $133K
Berbice Capital Management LLC 0.08% No change 200 $132K
Birch Capital Management, LLC 0.07% No change 197 $130K
Brown Shipley& Co Ltd 0.07% No change 193 $128K
S&T Bank 0.04% Add +15.8% 191 $127K
General Partner, Inc. 0.07% No change 187 $124K
Avalon Trust Co 0.01% No change 183 $121K
Indiana Trust & Investment Management Co 0.04% No change 180 $119K
Van Lanschot Kempen Investment Management N.V. 0.00% Add +15.6% 178 $118K
Cornerstone Planning Group LLC 0.02% Reduce -0.5% 216 $116K
Limestone Investment Advisors LP 0.08% New 170 $113K
Mowery & Schoenfeld Wealth Management, LLC 0.16% Add +2.5% 164 $109K
Solstein Capital, LLC 0.04% No change 159 $105K
Plante Moran Financial Advisors, LLC 0.01% Reduce -1.2% 159 $105K
Palladiem, LLC 0.10% — 155 $104K
Coastline Trust Co 0.01% No change 153 $101K
Capula Management Ltd 0.00% Reduce -86.6% 150 $99K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 150 $99K
Independence Bank of Kentucky 0.01% Add +8.2% 146 $97K
Addison Advisors LLC 0.02% Reduce -4.6% 145 $96K
Provenance Wealth Advisors, LLC 0.01% No change 143 $95K
Private Wealth Management Group, LLC 0.02% No change 141 $93K
Clayton Financial Group LLC 0.05% Add +21.7% 140 $93K
Clark Wealth Partners 0.06% No change 140 $93K
Deseret Mutual Benefit Administrators 0.04% Add +10.5% 137 $91K
Curio Wealth, LLC 0.03% No change 134 $90K
Private Wealth Asset Management, LLC 0.01% Reduce -18.4% 133 $88K
First Pacific Financial 0.01% No change 130 $86K
Anfield Capital Management, LLC 0.03% No change 126 $83K
REAP Financial Group, LLC 0.02% Add +16.8% 125 $83K
Redmont Wealth Advisors LLC 0.12% No change 124 $82K
Hazlett, Burt & Watson, Inc. 0.02% No change 117 $78K
Islay Capital Management, LLC 0.05% No change 117 $78K
Steigerwald, Gordon & Koch Inc. 0.01% Add +38.5% 115 $76K
Redwood Park Advisors LLC 0.05% No change 110 $73K
Nvwm, LLC 0.02% Add +2.8% 110 $73K
SJS Investment Consulting Inc. 0.01% Add +13.7% 108 $72K
Financial Management Professionals, Inc. 0.01% Reduce -1.9% 106 $70K
TD Capital Management LLC 0.01% No change 105 $70K
South Plains Financial, Inc. 0.04% Add +775.0% 105 $70K
Signature Equity Partners, LLC 0.04% — 104 $69K
Ransom Advisory, Ltd 0.03% Add +23.8% 104 $69K
Lodestone Wealth Management LLC 0.03% New 101 $67K
Osbon Capital Management LLC 0.06% — 101 $67K
Medallion Wealth Advisors, LLC 0.02% No change 97 $64K
Sarver Vrooman Wealth Advisors 0.04% Reduce -3.1% 95 $63K
Abound Wealth Management 0.01% Add +7.0% 92 $61K
Retirement Wealth Solutions LLC 0.04% No change 90 $60K
LOM Asset Management Ltd 0.02% Add +63.6% 90 $60K
Hughes Financial Services, LLC 0.01% No change 89 $59K
Activest Wealth Management 0.01% Add +29.9% 87 $58K
Ameriflex Group, Inc. 0.03% Reduce -58.3% 86 $57K
Paladin Advisory Group, LLC 0.04% No change 86 $57K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 84 $56K
Sachetta, LLC 0.03% Add +6.4% 83 $55K
Key Financial Inc 0.01% Reduce -3.5% 82 $54K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 81 $54K
Dunhill Financial, LLC 0.02% Add +86.7% 140 $53K
Pin Oak Investment Advisors Inc. 0.04% Add +147.9% 119 $53K
Bruce G. Allen Investments, LLC 0.04% Add +788.9% 80 $53K
Creative Financial Designs Inc. 0.00% Add +23.1% 80 $53K
Beacon Financial Strategies CORP 0.03% New 78 $52K
Westside Investment Management, Inc. 0.01% Add +5.2% 81 $51K
Battery Global Advisors, LLC 0.02% Reduce -96.6% 1,377 $51K
Hilltop National Bank 0.01% Reduce -14.6% 76 $50K
Kimelman & Baird, LLC 0.00% No change 75 $50K
Raleigh Capital Management Inc. 0.02% Reduce -3.9% 75 $50K
Rialto Wealth Management, LLC 0.01% Add +2.8% 73 $48K
Laurel Wealth Advisors LLC 0.01% New 73 $48K
Quaker Wealth Management, LLC 0.02% Add +14.3% 72 $48K
Kings Path Partners LLC 0.02% No change 72 $48K
Dogwood Wealth Management LLC 0.02% Add +294.4% 71 $47K
DecisionPoint Financial, LLC 0.01% No change 71 $47K
Vega Investment Solutions 0.01% — 69 $46K
Greenline Wealth Management LLC 0.05% — 68 $45K
Webster Bank, N. A. 0.00% Add +25.9% 68 $45K
Albion Financial Group 0.00% Reduce -4.3% 67 $44K
Atwood & Palmer Inc. 0.00% No change 67 $44K
Ares Financial Consulting, LLC 0.04% — 67 $44K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -11.8% 67 $44K
High Point Wealth Management, LLC 0.04% — 65 $43K
Camelot Portfolios, LLC 0.03% New 65 $43K
Piscataqua Savings Bank 0.03% No change 65 $43K
RMG Wealth Management LLC 0.01% Add +59.2% 78 $42K
Cetera Trust Company, N.A 0.02% No change 62 $41K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 60 $40K
PMV Capital Advisers, LLC 0.07% No change 60 $40K
Howard Hughes Medical Institute 0.02% No change 60 $40K
Loomis Sayles & Co. L P 0.00% Reduce -3.2% 60 $40K
Delos Wealth Advisors, LLC 0.03% No change 59 $39K
Kilter Group LLC 0.02% Add +20.4% 59 $39K
First United Bank & Trust 0.01% Reduce -14.7% 58 $38K
Steph & Co. 0.01% Add +346.1% 58 $38K
Cornerstone National Bank & Trust Co 0.02% No change 57 $38K
VSM Wealth Advisory, LLC 0.01% No change 56 $37K
Barnes Dennig Private Wealth Management LLC 0.04% Add +54.3% 54 $36K
Bangor Savings Bank 0.00% No change 54 $36K
Colonial Trust Advisors 0.00% No change 54 $36K
High Note Wealth, LLC 0.01% Add +51.4% 53 $35K
Birchwood Financial Partners, Inc. 0.03% — 50 $33K
Boreal Capital Management LLC 0.03% No change 50 $33K
Tanglewood Legacy Advisors, LLC 0.01% No change 50 $33K
City State Bank 0.01% No change 50 $33K
Avion Wealth 0.01% Reduce -7.4% 50 $33K
MTM Investment Management, LLC 0.01% No change 47 $31K
Ogorek Anthony Joseph /NY/ 0.01% Add +4.4% 47 $31K
Copia Wealth Management 0.02% Add +15.0% 46 $30K
DiNuzzo Private Wealth, Inc. 0.00% No change 45 $30K
Marquette Asset Management, LLC 0.00% Add +51.7% 44 $29K
Tompkins Financial Corp. 0.00% Add +20.0% 42 $28K
Fairscale Capital, LLC 0.02% No change 41 $27K
Toth Financial Advisory Corp. 0.00% No change 41 $27K
LGT Financial Advisors LLC 0.16% No change 40 $26K
HHM Wealth Advisors, LLC 0.00% No change 40 $26K
Raffa Wealth Management, LLC 0.00% Add +21.9% 39 $26K
Sankala Group LLC 0.02% — 61 $25K
Joseph Group Capital Management 0.01% New 37 $25K
Intesa Sanpaolo Wealth Management 0.01% — 37 $25K
Wilkerson Advisory Group LLC 0.01% — 35 $23K
J.Safra Asset Management Corp 0.00% New 35 $23K
True Wealth Design, LLC 0.01% Reduce -30.6% 34 $23K
Aspect Partners, LLC 0.01% Add +10.0% 33 $22K
Sunrise Financial Services, LLC 0.02% — 32 $21K
Front Row Advisors LLC 0.01% No change 32 $21K
Towne Trust Company, N.A 0.01% No change 32 $21K
Vermillion & White Wealth Management Group, LLC 0.01% Add +210.0% 31 $21K
Noble Wealth Management PBC 0.01% No change 31 $21K
Elevation Wealth Partners, LLC 0.01% Add +15.4% 30 $20K
Valued Wealth Advisors LLC 0.01% Reduce -3.3% 29 $19K
Proathlete Wealth Management LLC 0.01% New 29 $19K
Robinswood Financial LLC 0.01% No change 28 $19K
Cornerstone Financial Management LLC 0.02% — 28 $19K
Hurley Capital, LLC 0.01% Reduce -3.5% 28 $19K
Nemes Rush Group LLC 0.00% Add +58.8% 27 $18K
Hanson & Doremus Investment Management 0.00% No change 27 $18K
Garton & Associates Financial Advisors LLC 0.01% — 27 $18K
Kozak & Associates, Inc. 0.00% Add +125.0% 27 $18K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -36.6% 26 $17K
N.E.W. Advisory Services LLC 0.00% No change 25 $17K
Nvest Wealth Strategies, Inc. 0.01% — 24 $16K
Strategic Advocates LLC 0.00% Reduce -8.0% 23 $15K
Manning & Napier Advisors LLC 0.00% No change 23 $15K
HFM Investment Advisors, LLC 0.01% Add +1000.0% 22 $15K
Trifecta Capital Advisors, LLC 0.00% Reduce -29.0% 22 $15K
Altshuler Shaham Ltd 0.00% Add +37.5% 22 $15K
Atomic Invest LLC 0.01% — 22 $15K
Turim 21 Investimentos Ltda. 0.01% Add +331.8% 95 $15K
First Command Advisory Services, Inc. 0.00% Add +320.0% 21 $14K
Meramec Financial Planners, LLC 0.01% — 30 $13K
Bare Financial Services, Inc 0.00% Add +5.3% 20 $13K
FWL Investment Management, LLC 0.00% Add +300.0% 20 $13K
Bank of New Hampshire 0.00% New 20 $13K
Imprint Wealth LLC 0.06% Reduce -44.1% 19 $13K
Frazier Financial Advisors, LLC 0.01% No change 19 $13K
Signature Resources Capital Management, LLC 0.01% Add +72.7% 19 $13K
Wealth Watch Advisors, INC 0.00% Reduce -20.8% 19 $13K
Adirondack Trust Co. 0.00% No change 19 $13K
IMA Advisory Services, Inc. 0.00% Add +850.0% 19 $13K
Luken Investment Analytics, LLC 0.00% New 18 $12K
Atlas Capital Advisors Inc. 0.00% — 18 $12K
Tucker Asset Management LLC 0.00% New 17 $11K
Contravisory Investment Management, Inc. 0.00% No change 17 $11K
USA Financial Formulas 0.00% Reduce -99.3% 17 $11K
IAG Wealth Partners, LLC 0.00% No change 17 $11K
Vision Financial Markets LLC 0.01% No change 17 $11K
Principia Wealth Advisory, LLC 0.01% Add +6.7% 16 $11K
WealthCollab, LLC 0.00% Reduce -15.8% 16 $11K
Creative Capital Management Investments LLC 0.00% New 16 $11K
Kelleher Financial Advisors 0.00% No change 16 $11K
Advocate Investing Services LLC 0.01% — 15 $10K
Bay Harbor Wealth Management, LLC 0.00% Add +87.5% 15 $10K
Hollencrest Capital Management 0.00% Reduce -51.6% 15 $10K
Pacifica Partners Inc. 0.00% Add +50.0% 15 $9K
GPS Wealth Strategies Group, LLC 0.01% Reduce -86.0% 14 $9K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -13.3% 13 $9K
PFS Partners, LLC 0.00% No change 13 $9K
Basepoint Wealth LLC 0.01% New 13 $9K
Longview Financial Advisors LLC 0.00% New 13 $9K
Miller Capital Partners, Inc. 0.00% — 13 $9K
TFC Financial Management, Inc. 0.00% No change 13 $9K
Beaird Harris Wealth Management, LLC 0.00% Reduce -13.3% 13 $9K
Optima Capital LLC 0.00% New 12 $8K
Cedar Wealth Management, LLC 0.00% No change 12 $8K
Mascoma Wealth Management LLC 0.00% Add +50.0% 12 $8K
NorthAvenue LLC 0.01% — 11 $7K
United Financial Planning Group LLC 0.00% New 11 $7K
Bfsg, LLC 0.00% No change 11 $7K
IFC & Insurance Marketing, Inc. 0.01% — 11 $7K
Maseco LLP 0.00% New 10 $7K
JNBA Financial Advisors 0.00% No change 10 $7K
Minot DeBlois Advisors LLC 0.01% No change 10 $7K
Turning Point Benefit Group, Inc. 0.00% Add +400.0% 10 $7K
Kentucky Trust Co 0.00% Reduce -66.7% 10 $7K
Virtus Advisers, LLC 0.00% No change 10 $7K
2UniFi Bank 0.00% New 10 $7K
Barrett & Company, Inc. 0.00% No change 10 $7K
Evelyn Partners Investment Management (Europe) Ltd 0.00% No change 10 $7K
Missouri Trust & Investment Co 0.00% Reduce -44.4% 10 $7K
GoalVest Advisory LLC 0.00% No change 10 $7K
Winnacle Wealth LLC 0.00% No change 9 $6K
McIlrath & Eck, LLC 0.00% Add +200.0% 9 $6K
Commonwealth Retirement Investments LLC 0.00% New 8 $5K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 8 $5K
Sittner & Nelson, LLC 0.00% No change 11 $5K
MPWM Advisory Solutions, LLC 0.00% No change 7 $5K
Cape Investment Advisory, Inc. 0.00% Add +600.0% 7 $5K
Strategic Wealth Advisors LLC 0.00% — 7 $4K
PayPay Securities Corp 0.12% No change 6 $4K
Gilpin Wealth Management, LLC 0.00% — 6 $4K
Bravera Wealth 0.00% — 6 $4K
American Capital Advisory, LLC 0.00% Add +50.0% 6 $4K
Global Trust Asset Management, LLC 0.00% Add +50.0% 6 $4K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 6 $4K
Stephens Consulting, LLC 0.00% New 6 $4K
Tradewinds Capital Management, LLC 0.00% Reduce -91.1% 5 $3K
Evolution Wealth Management Inc. 0.00% Add +25.0% 5 $3K
Asset Planning,Inc 0.00% No change 5 $3K
Winthrop Capital Management, LLC 0.00% No change 4 $3K
Volterra Technologies LP 0.00% New 4 $3K
Align Financial, LLC 0.00% — 2,650 $3K
Bullock Wealth Management Group 0.00% — 4 $3K
Armstrong Advisory Group, Inc. 0.00% No change 4 $3K
1620 Investment Advisors, Inc. 0.00% No change 3 $2K
Three Bearings Fiduciary Advisors, Inc. 0.00% — 4 $2K
Atlantic Private Wealth, LLC 0.00% New 3 $2K
Bullseye Investment Management, LLC 0.00% New 3 $2K
Stone House Investment Management, LLC 0.00% Add +200.0% 3 $2K
Security National Bank 0.00% No change 3 $2K
DV Trading LLC 0.00% — 3 $2K
Country Trust Bank 0.00% No change 3 $2K
Cheviot Value Management, LLC 0.00% No change 3 $2K
Merited Wealth, LLC 0.00% — 2 $1K
Seneschal Advisors, LLC 0.00% No change 2 $1K
Davis Capital Management 0.00% Reduce -33.3% 2 $1K
Byrne Asset Management LLC 0.00% No change 2 $1K
Evermay Wealth Management LLC 0.00% No change 2 $1K
Trust Co 0.00% New 2 $1K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -66.7% 2 $1K
McGuire Capital Advisors Inc. 0.00% — 1 $673
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $663
ROSS\JOHNSON & Associates LLC 0.01% New 1 $662
Bear Mountain Capital, Inc. 0.00% No change 1 $555

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