Intuitive SurgicalISRG

13F holders, Q2 2024 (June 30)
1,825holders +82
160new positions
75sold out
15famous investors
$444.38avg. 13F price*

At the end of Q2 2024, 1,825 institutions reported holding Intuitive Surgical Inc. (ISRG) in their 13F filings, up 82 from Q1 2024. 160 opened new positions and 75 sold out. The largest holders were Vanguard Group Inc. ($14.1B), BlackRock Inc. ($13.4B) and T. Rowe Price Associates Inc. ($7.0B). 15 famous investors held it, including Jeremy Grantham (2.1% of GMO's portfolio), Philippe Laffont (1.8% of Coatue Management's portfolio) and Ken Fisher (0.9% of Fisher Asset Management's portfolio).

Company
Intuitive Surgical Inc.
Sector
Health Care
CUSIP
46120E602
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,743Q1 2024Q2 2024: 1,825Q2 2024Q3 2024: 1,955Q3 2024Q4 2024: 2,135Q4 2024Q1 2025: 2,194Q1 2025Q2 2025: 2,270Q2 2025Q3 2025: 2,116Q3 2025Q4 2025: 2,419Q4 2025Q1 2026: 2,322Q1 2026Q2 2026: 2,256Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions160$254.0M
Exits75$412.9M

All 13F filers, Q1 2024 → Q2 2024: 15,851,132 shares bought and 11,348,938 shares sold, net +4,502,194 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,825 holders

Vanguard Group Inc. 0.27% Add +2.4% 31,601,348 $14.1B
BlackRock Inc. 0.30% Reduce -0.7% 30,122,254 $13.4B
T. Rowe Price Associates Inc. 0.84% Reduce -4.2% 15,841,490 $7.0B
State Street Corp. 0.29% Reduce -1.9% 14,839,758 $6.6B
FMR LLC 0.29% Add +11.8% 10,132,292 $4.5B
JPMorgan Chase & Co. 0.34% Add +32.5% 8,922,099 $4.0B
Capital World Investors 0.53% Add +0.9% 7,350,545 $3.3B
Geode Capital Management, LLC 0.29% Add +3.0% 7,369,485 $3.3B
Alliancebernstein L.P. 1.05% Add +3.0% 6,799,342 $3.0B
Morgan Stanley 0.20% Add +8.1% 5,704,119 $2.5B
Bank of New York Mellon Corp 0.48% Reduce -11.1% 5,673,538 $2.5B
Fisher Asset Management 0.91% Add +2.7% 4,696,173 $2.1B
Franklin Resources Inc. 0.62% Add +1.3% 4,514,314 $2.0B
Norges Bank 0.29% Add +4.1% 4,414,400 $2.0B
Jennison Associates LLC 1.19% Reduce -7.1% 4,170,420 $1.9B
Edgewood Management LLC 4.79% Reduce -1.9% 3,973,166 $1.8B
Baillie Gifford & Co. 1.33% Reduce -1.4% 3,824,364 $1.7B
Invesco Ltd. 0.35% Reduce -3.6% 3,665,787 $1.6B
Bank of America Corp. 0.15% Add +5.7% 3,505,909 $1.6B
Nuveen Asset Management, LLC 0.45% Reduce -4.8% 3,472,506 $1.5B
Northern Trust Corp. 0.24% Reduce -0.6% 3,245,649 $1.4B
Wellington Management Group LLP 0.24% Add +93.2% 3,061,641 $1.4B
Amundi 0.50% Add +9.2% 3,009,628 $1.3B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.33% Add +24.1% 2,560,320 $1.1B
American Century Companies Inc. 0.65% Add +3.0% 2,398,193 $1.1B
Goldman Sachs Group Inc. 0.21% Add +10.3% 2,360,396 $1.1B
Ameriprise Financial Inc. 0.28% Reduce -0.7% 2,359,782 $1.0B
Capital Research Global Investors 0.22% Add +139.8% 2,249,669 $1.0B
Legal & General Group Plc 0.28% Reduce -3.8% 2,200,106 $978.7M
Charles Schwab Investment Management Inc. 0.19% Add +3.4% 2,198,764 $978.1M
Clearbridge Investments, LLC 0.72% Add +1.6% 1,981,297 $881.4M
Loomis Sayles & Co. L P 1.13% Add +1.0% 1,832,591 $815.2M
UBS Group AG 0.23% Add +13.5% 1,674,921 $745.1M
Winslow Capital Management, LLC 2.68% Reduce -7.2% 1,669,157 $742.5M
Millennium Management 0.58% Add +57.3% 1,516,708 $674.7M
Assenagon Asset Management S.A. 1.64% Add +15.4% 1,483,406 $659.9M
GMO 2.14% Add +4.3% 1,424,317 $633.6M
Citadel Advisors 0.64% Reduce -2.9% 1,423,271 $633.1M
Sumitomo Mitsui Trust Group, Inc. 0.46% Reduce -3.4% 1,401,980 $623.7M
Barclays PLC 0.28% Reduce -6.1% 1,383,642 $615.5M
Alphinity Investment Management Pty Ltd 4.26% Add +22.6% 1,299,671 $578.2M
Royal Bank of Canada 0.13% Add +3.3% 1,252,313 $557.1M
WCM Investment Management, LLC 1.29% Reduce -28.7% 1,224,923 $545.2M
Brown Advisory Inc. 0.71% Reduce -10.1% 1,218,728 $542.2M
HSBC Holdings PLC 0.33% Add +25.5% 1,163,521 $517.9M
Deutsche Bank AG 0.23% Add +1.3% 1,161,884 $516.9M
Bank of Montreal 0.15% Reduce -3.1% 1,093,955 $486.9M
Wells Fargo & Company 0.13% Add +13.5% 1,091,583 $485.6M
Pictet Asset Management Holding SA 0.55% Reduce -1.9% 1,069,066 $475.6M
Swiss National Bank 0.32% Reduce -0.5% 1,049,400 $466.8M
Fayez Sarofim & Co 1.26% Add +18.3% 1,047,433 $466.0M
Coatue Management 1.78% Reduce -19.6% 1,027,054 $456.9M
Macquarie Group Ltd. 0.52% Reduce -22.3% 1,016,079 $452.0M
AXA S.A. 1.30% Add +3.9% 974,486 $433.5M
Canada Pension Plan Investment Board 0.43% Add +20.5% 973,492 $433.1M
Bank Julius Baer & Co. Ltd, Zurich 1.55% Reduce -12.1% 845,445 $406.5M
Agf Management Ltd. 2.19% Add +2.5% 879,683 $391.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.93% — 873,654 $388.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1.00% Reduce -2.9% 867,088 $385.7M
Holocene Advisors, LP 1.35% Reduce -14.8% 723,957 $322.1M
Navera Investment Management Ltd. 6.02% Add +3.7% 719,915 $320.3M
Lazard Asset Management LLC 0.42% Add +0.7% 705,004 $313.6M
DekaBank Deutsche Girozentrale 0.56% Add +1.9% 696,589 $312.0M
Rhumbline Advisers 0.29% Add +2.4% 696,501 $309.8M
Janus Henderson Group PLC 0.16% Reduce -12.9% 680,212 $302.6M
William Blair Investment Management, LLC 0.77% Reduce -24.0% 656,346 $292.0M
Envestnet Asset Management Inc. 0.10% Reduce -1.6% 634,613 $282.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.34% Add +8.3% 622,869 $277.1M
California Public Employees Retirement System 0.20% Reduce -2.0% 600,694 $267.2M
Ensign Peak Advisors, Inc 0.49% Reduce -15.4% 599,550 $266.7M
Principal Financial Group Inc. 0.16% Add +3.0% 593,199 $263.9M
BNP Paribas Financial Markets 0.29% Add +5.4% 584,802 $260.1M
Dimensional Fund Advisors LP 0.07% Add +10.2% 572,934 $254.9M
Point72 Asset Management 0.84% Add +9.3% 571,467 $254.2M
California State Teachers Retirement System 0.31% Add +0.5% 570,952 $254.0M
National Pension Service 0.29% Add +1.9% 569,281 $253.2M
DF Dent & Co. Inc. 3.17% Reduce -10.2% 550,992 $245.1M
Voya Investment Management LLC 0.27% Reduce -2.0% 544,837 $242.1M
Bellevue Group AG 3.90% Reduce -20.9% 539,904 $240.2M
New York State Common Retirement Fund 0.31% Reduce -0.9% 532,919 $237.1M
Sei Investments Co. 0.33% Add +1.4% 527,686 $234.7M
Citigroup Inc. 0.23% Add +30.8% 526,448 $234.2M
Natixis Advisors, LLC 0.50% Reduce -4.3% 515,428 $229.3M
CIBC Private Wealth Group LLC 0.42% Add +12.9% 502,003 $223.2M
Orbimed Advisors LLC 4.36% No change 493,100 $219.4M
TD Asset Management Inc 0.20% Reduce -3.0% 487,262 $216.8M
Rathbones Group PLC 1.18% Add +1.1% 486,085 $216.2M
Gilder Gagnon Howe & Co. LLC 2.64% Add +9.2% 473,251 $210.5M
Blair William & Co. 0.65% Add +5.3% 472,242 $210.1M
Manufacturers Life Insurance Company, The 0.20% Add +1.3% 467,748 $208.1M
Lord, Abbett & Co. LLC 0.66% Reduce -7.8% 447,053 $198.9M
Victory Capital Management Inc. 0.20% Reduce -2.2% 446,865 $198.8M
Adage Capital Partners Gp, L.L.C. 0.37% Reduce -9.3% 446,322 $198.5M
Harding Loevner LP 1.07% Reduce -3.1% 434,775 $193.4M
Neuberger Berman Group LLC 0.16% Reduce -5.1% 431,542 $192.0M
Allspring Global Investments Holdings, LLC 0.31% Reduce -6.7% 429,953 $191.3M
Allianz Asset Management GmbH 0.30% Reduce -18.4% 415,809 $185.0M
Chevy Chase Trust Holdings, LLC 0.58% Reduce -0.3% 406,957 $181.0M
Fred Alger Management, LLC 0.85% Reduce -1.4% 392,243 $174.5M
Liontrust Investment Partners LLP 2.43% Reduce -5.8% 384,281 $170.9M
Thrivent Financial for Lutherans 0.34% Reduce -7.3% 381,410 $169.7M
Stifel Financial Corp. 0.19% Add +1.9% 380,506 $169.3M
Mirova US LLC 2.09% Add +2.1% 377,745 $168.0M
Royal London Asset Management Ltd. 0.41% Reduce -0.1% 360,239 $160.3M
ProShare Advisors LLC 0.43% Reduce -9.0% 357,516 $159.0M
Korea Investment CORP 0.40% Add +39.3% 354,774 $157.8M
Bristol John W & Co. Inc. 2.54% Reduce -2.1% 353,176 $157.1M
Alyeska Investment Group, L.P. 0.91% Reduce -6.3% 352,171 $156.7M
Schroder Investment Management Group 0.17% Add +85.4% 346,041 $153.9M
Bessemer Group Inc. 0.27% Reduce -0.1% 345,507 $153.7M
State Board of Administration of Florida Retirement System 0.30% Reduce -10.8% 344,806 $153.4M
Viking Global Investors 0.58% Reduce -56.2% 337,893 $150.3M
1832 Asset Management L.P. 0.27% Add +7.1% 337,638 $150.2M
Polar Capital Holdings Plc 0.88% Reduce -9.9% 332,237 $147.8M
New York State Teachers Retirement System 0.30% Reduce -4.1% 322,366 $143.4M
Federated Hermes, Inc. 0.33% Add +3.7% 314,392 $139.9M
Nomura Asset Management Co. Ltd. 0.47% Add +6.1% 309,608 $137.7M
Prudential Financial Inc. 0.20% Reduce -46.8% 305,511 $135.9M
Mitsubishi UFJ Trust & Banking Corp 0.32% Reduce -5.1% 304,465 $135.4M
Congress Asset Management Co. 0.97% Add +2.3% 304,398 $135.4M
Raymond James & Associates 0.09% Reduce -6.9% 303,767 $135.1M
Russell Investments Group, Ltd. 0.22% Reduce -16.1% 301,120 $134.0M
TCW Group Inc. 1.19% Add +5.8% 300,408 $133.6M
Rock Springs Capital Management LP 4.02% No change 298,500 $132.8M
LPL Financial LLC 0.07% Add +9.2% 294,740 $131.1M
Mackenzie Financial Corp. 0.19% Reduce -4.5% 280,319 $124.7M
Retirement Systems of Alabama 0.47% Reduce -3.9% 275,454 $122.5M
Huntington National Bank 1.22% Add +5.5% 266,571 $118.6M
Arrowstreet Capital, Limited Partnership 0.10% Reduce -36.1% 264,042 $117.5M
Storebrand Asset Management As 0.39% Reduce -14.9% 262,349 $116.7M
KBC Group NV 0.34% Add +0.5% 256,529 $114.1M
James Hambro & Partners LLP 5.16% Add +4.3% 249,789 $111.1M
Disciplined Growth Investors Inc. 2.07% Reduce -3.4% 247,347 $110.0M
Candriam S.C.A. 0.67% Reduce -4.0% 246,867 $109.8M
Aberdeen Group plc 0.21% Reduce -5.3% 246,554 $109.7M
Avidity Partners Management LP 4.63% Add +8.4% 245,000 $109.0M
Credit Agricole S A 0.65% Add +457.6% 239,910 $106.7M
Truist Financial Corp. 0.16% Add +0.0% 234,908 $104.5M
CANADA LIFE ASSURANCE Co 0.19% Add +11.9% 226,893 $101.0M
Rockefeller Capital Management L.P. 0.28% Add +4.3% 220,007 $97.9M
APG Asset Management N.V. 0.17% Add +3.4% 234,279 $97.2M
Resona Asset Management Co.,Ltd. 0.58% Reduce -4.8% 216,321 $96.2M
Oxford Financial Group, LTD. LLC 6.26% Add +6.0% 213,396 $94.9M
Manning & Napier Advisors LLC 1.03% — 205,611 $91.5M
RTW Investments, LP 1.39% Add +104.5% 202,456 $90.1M
Caisse de depot et placement du Quebec 0.21% Reduce -17.7% 198,582 $88.3M
State of Wisconsin Investment Board 0.23% Reduce -2.4% 198,313 $88.2M
State of Michigan Retirement System 0.45% Add +0.3% 197,653 $87.9M
Bank of Nova Scotia 0.17% Reduce -27.9% 197,140 $87.7M
Bank Pictet & Cie (Europe) AG 2.13% Add +0.4% 196,433 $87.4M
Toronto Dominion Bank 0.14% Reduce -6.4% 194,002 $86.3M
Corient Private Wealth LP 0.15% Add +20.9% 192,924 $85.8M
FIL Ltd 0.08% Add +5.7% 190,719 $84.8M
Bowen Hanes & Co. Inc. 2.30% Reduce -0.0% 186,310 $82.9M
Skandinaviska Enskilda Banken AB (publ) 0.40% Reduce -1.0% 186,001 $82.8M
Balyasny Asset Management L.P. 0.22% Add +43.1% 184,803 $82.2M
CIBC Asset Management Inc 0.29% Reduce -4.5% 180,298 $80.2M
Fifth Third Bancorp 0.30% Add +6.3% 178,878 $79.6M
Woodline Partners LP 0.76% Add +13.6% 177,944 $79.2M
Swedbank AB 0.11% Reduce -5.0% 177,099 $78.8M
Mirae Asset Global Investments Co., Ltd. 0.39% Reduce -83.0% 176,992 $78.8M
Asset Management One Co., Ltd. 0.30% Reduce -0.6% 176,942 $78.7M
Employees Provident Fund Board 1.24% Add +10.6% 174,701 $77.7M
Public Employees Retirement System of Ohio 0.30% Reduce -3.7% 170,881 $76.0M
HighTower Advisors, LLC 0.11% Add +2.4% 162,569 $72.2M
Baron Capital (BAMCO) 0.20% Reduce -2.7% 160,207 $71.3M
Public Sector Pension Investment Board 0.45% Add +3.8% 159,223 $70.8M
Treasurer of the State of North Carolina 0.30% Reduce -1.3% 158,892 $70.7M
Williams Jones Wealth Management, LLC. 0.88% Add +9.0% 158,609 $70.6M
Bridges Investment Management Inc. 1.07% Add +137.9% 158,591 $70.5M
Wealth Enhancement Advisory Services, LLC 0.16% Reduce -1.1% 154,673 $68.8M
First Trust Advisors LP 0.07% Add +28.8% 150,596 $67.0M
Danske Bank A/S 0.24% Reduce -18.2% 148,084 $65.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.21% Add +70.5% 147,977 $65.8M
Robeco Institutional Asset Management B.V. 0.14% Reduce -13.9% 145,766 $64.8M
Aviva PLC 0.18% Add +21.2% 144,411 $64.2M
State of Tennessee, Department of Treasury 0.23% Reduce -1.4% 143,697 $63.9M
Sandhill Capital Partners LLC 4.81% Reduce -1.1% 141,119 $62.8M
National Bank of Canada 0.10% Reduce -32.5% 142,168 $62.0M
Mn Services Vermogensbeheer B.V. 0.45% Reduce -2.2% 139,200 $61.9M
Peregrine Capital Management LLC 1.79% Add +2.0% 137,581 $61.2M
PFM Health Sciences, LP 3.41% Add +23.7% 137,327 $61.1M
Handelsbanken Fonder AB 0.26% Reduce -6.9% 135,418 $60.2M
PNC Financial Services Group, Inc. 0.04% Reduce -1.4% 134,564 $59.9M
Biondo Investment Advisors, LLC 8.78% Add +0.1% 133,370 $59.3M
Marex Group Ltd 1.56% Add +225.1% 131,010 $58.3M
State of New Jersey Common Pension Fund D 0.25% Reduce -34.6% 130,757 $58.2M
ING Groep NV 0.33% Reduce -10.8% 126,496 $56.3M
Cerity Partners LLC 0.15% Reduce -2.1% 125,987 $56.0M
C WorldWide Group Holding A/S 0.61% Reduce -16.6% 125,811 $56.0M
Cibc World Markets Corp. 0.37% Add +114.2% 125,315 $55.7M
Harvest Portfolios Group Inc. 2.12% Reduce -12.5% 124,872 $55.5M
Zurich Insurance Group Ltd 0.48% New 124,671 $55.5M
Calamos Advisors LLC 0.39% Reduce -2.5% 124,400 $55.3M
Vontobel Holding Ltd. 0.18% Add +104.6% 123,656 $55.0M
Capital Advisors Inc. 1.12% Add +8.4% 121,371 $54.0M
Iron Triangle Partners LP 5.64% Reduce -2.7% 120,986 $53.8M
Polar Asset Management Partners Inc. 2.10% Add +124.3% 120,700 $53.7M
Artemis Investment Management LLP 0.72% Add +50.4% 120,585 $53.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.06% Add +1.8% 120,195 $53.5M
Corebridge Financial, Inc. 0.28% — 113,481 $50.5M
Castleark Management LLC 2.06% Add +1.3% 113,196 $50.4M
Gateway Investment Advisers LLC 0.57% Reduce -0.2% 112,392 $50.0M
Glenview Trust Co 1.00% Add +1.4% 111,536 $49.6M
MetLife Investment Management, LLC 0.29% Add +14.6% 110,977 $49.4M
Hyperion Asset Management Ltd 2.01% Reduce -7.4% 109,265 $48.6M
Nisa Investment Advisors, LLC 0.30% Add +0.6% 107,433 $47.8M
Artisan Partners Limited Partnership 0.07% Add +43.0% 106,174 $47.2M
APG Asset Management US Inc. 0.27% Reduce -0.3% 108,099 $47.2M
Raymond James Financial Services Advisors, Inc. 0.07% Reduce -0.6% 105,030 $46.7M
Guggenheim Capital LLC 0.33% Add +5.9% 103,944 $46.2M
Triodos Investment Management BV 4.03% Reduce -9.5% 103,737 $46.1M
Bridgewater Associates 0.24% Reduce -52.6% 103,579 $46.1M
Arizona State Retirement System 0.31% Add +1.7% 102,756 $45.7M
DAVENPORT & Co LLC 0.29% Add +1495.5% 102,749 $45.7M
Comerica Bank 0.19% Reduce -0.8% 101,541 $45.2M
Braidwell LP 2.29% No change 100,500 $44.7M
Keybank National Association 0.18% Reduce -1.0% 99,290 $44.2M
Teacher Retirement System of Texas 0.25% Reduce -15.0% 98,067 $43.6M
Sapient Capital LLC 0.89% Add +23.0% 95,734 $42.6M
CI Investments Inc. 0.17% Reduce -2.9% 95,380 $42.4M
Alpha Cubed Investments, LLC 2.02% Add +39.2% 95,138 $42.3M
Woodstock Corp. 4.19% Reduce -2.3% 92,647 $41.2M
Nan Shan Life Insurance Co., Ltd. 0.97% Add +2132.3% 92,237 $41.0M
STRS Ohio 0.16% Reduce -32.7% 92,176 $41.0M
Jane Street Group, LLC 0.04% Reduce -21.3% 91,702 $40.8M
National Mutual Insurance Federation of Agricultural Cooperatives 0.40% No change 89,400 $39.8M
Healthcare of Ontario Pension Plan Trust Fund 0.12% Add +617.1% 89,069 $39.6M
SG Americas Securities, LLC 0.25% Add +118.4% 88,796 $39.5M
Thematics Asset Management 1.61% Add +10.8% 88,576 $39.4M
Susquehanna International Group, LLP 0.07% Reduce -19.9% 87,283 $38.8M
Sofinnova Investments, Inc. 2.45% Reduce -38.1% 87,217 $38.8M
State Farm Mutual Automobile Insurance Co. 0.03% No change 85,617 $38.1M
Klingenstein Fields & Co. LP 1.57% Reduce -7.5% 85,317 $38.0M
Gabelli Funds LLC 0.29% Add +0.1% 84,427 $37.6M
Cibc World Market Inc. 0.09% Reduce -1.8% 83,678 $37.2M
DNB Asset Management AS 0.18% Reduce -32.0% 83,633 $37.2M
Silvant Capital Management LLC 1.65% Add +10.3% 83,608 $37.2M
Northeast Investment Management 1.74% Add +4.9% 83,185 $37.0M
United Capital Financial Advisors, LLC 0.32% Reduce -12.4% 82,870 $36.9M
Mariner, LLC 0.07% Add +25.6% 81,219 $36.1M
Xponance LLC 0.37% Reduce -3.5% 81,199 $36.1M
Erste Asset Management GmbH 0.47% Reduce -3.5% 80,439 $35.7M
Covea Finance 1.63% Reduce -1.8% 79,872 $35.5M
ExodusPoint Capital Management, LP 0.38% Reduce -13.1% 78,522 $34.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.23% Add +0.7% 77,912 $34.7M
Forsta Ap-Fonden 0.30% Reduce -5.3% 76,900 $34.2M
Main Street Research LLC 2.24% Add +3.2% 76,319 $34.0M
Amalgamated Bank 0.29% Reduce -0.2% 76,006 $33.8M
Daiwa Securities Group Inc. 0.18% Add +11.3% 75,990 $33.8M
Eventide Asset Management, LLC 0.57% Add +0.1% 75,275 $33.5M
IFM Investors Pty Ltd 0.34% Add +2.8% 75,085 $33.4M
Quintet Private Bank (Europe) S.A. 1.92% Add +2.3% 65,826 $33.1M
Marshall Wace, LLP 0.05% Reduce -88.7% 73,927 $32.9M
Capital International Sarl 0.99% Add +4.4% 73,005 $32.5M
NS Partners Ltd 1.45% Add +0.4% 71,886 $32.0M
Nissay Asset Management Corp. /Japan 0.21% Add +12.4% 71,355 $31.7M
Cullen/Frost Bankers, Inc. 0.46% Add +35.7% 71,305 $31.7M
Armistice Capital, LLC 0.83% Add +65.7% 71,227 $31.7M
Beacon Investment Advisory Services, Inc. 1.36% Add +0.7% 71,144 $31.6M
Varma Mutual Pension Insurance Co 0.25% Reduce -2.2% 70,053 $31.2M
NZS Capital, LLC 1.27% Reduce -6.8% 69,710 $31.0M
McDaniel Terry & Co. 2.71% Add +1.7% 69,706 $31.0M
M&T Bank Corp 0.10% Add +6.5% 68,355 $30.4M
Rafferty Asset Management, LLC 0.11% Reduce -0.8% 68,106 $30.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.18% Add +61.0% 67,891 $30.2M
US Bancorp \de 0.04% Reduce -1.3% 67,704 $30.1M
Czech National Bank 0.34% Add +9.0% 67,592 $30.1M
Commonwealth Equity Services, LLC 0.05% Add +3.1% 67,539 $30.0M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.34% — 67,479 $30.0M
Assetmark, Inc. 0.09% Add +0.9% 66,959 $29.8M
Susquehanna Fundamental Investments, LLC 0.69% New 66,935 $29.8M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.25% Add +35.9% 66,478 $29.6M
Osaic Holdings, Inc. 0.07% Reduce -28.3% 66,314 $29.5M
HUB Investment Partners, LLC 1.42% Reduce -0.6% 66,283 $29.5M
Mogy Joel R Investment Counsel Inc. 1.86% Reduce -0.1% 66,028 $29.4M
QRG Capital Management, Inc. 0.34% Add +8.4% 65,213 $29.0M
Cetera Investment Advisers 0.07% Reduce -3.8% 65,024 $28.9M
Bedrijfstakpensioenfonds Voor DE Media Pno 3.68% No change 69,150 $28.7M
Banque Pictet & Cie SA 0.29% Reduce -14.6% 63,998 $28.5M
USS Investment Management Ltd 0.23% Add +2.4% 63,925 $28.4M
Creative Planning 0.03% Add +9.8% 63,039 $28.0M
MML Investors Services, LLC 0.11% Reduce -7.0% 62,840 $28.0M
Salem Investment Counselors Inc. 0.89% Add +2.0% 62,231 $27.7M
Van Eck Associates Corp. 0.04% Add +7.8% 62,193 $27.7M
Perceptive Advisors LLC 0.66% Reduce -39.3% 61,800 $27.5M
Silvercrest Asset Management Group LLC 0.19% Add +2.2% 61,668 $27.4M
Capital International Ltd. 1.26% Add +0.6% 61,643 $27.4M
Rockport Wealth LLC 11.54% Add +7.2% 61,472 $27.3M
Janney Montgomery Scott LLC 0.08% Add +9.8% 61,032 $27.1M
Rhenman & Partners Asset Management AB 2.58% Add +19.8% 60,500 $26.9M
Pittenger & Anderson Inc. 1.08% Add +0.3% 59,161 $26.3M
Utah Retirement Systems 0.31% Reduce -4.0% 58,170 $25.9M
Exchange Traded Concepts, LLC 0.66% Reduce -14.7% 58,134 $25.9M
Cadinha & Co. LLC 4.77% Add +1.0% 57,841 $25.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.30% Add +2.5% 56,730 $25.2M
W1M Asset Management Ltd 2.12% Reduce -5.0% 56,394 $25.1M
Lingotto Investment Management LLP 0.84% No change 56,357 $25.1M
Shelton Capital Management 0.67% Add +2.0% 55,454 $24.7M
MayTech Global Investments, LLC 3.69% Add +3.0% 55,339 $24.6M
Man Group plc 0.07% Reduce -16.6% 55,235 $24.6M
Westwind Capital 6.09% Reduce -41.3% 32,371 $24.5M
Oppenheimer Asset Management Inc. 0.31% Add +13.7% 55,033 $24.5M
LGT Group Foundation 0.39% Add +5.1% 55,026 $24.5M
Cinctive Capital Management LP 1.30% Add +194.6% 54,156 $24.1M
Banco Santander, S.A. 0.30% Reduce -0.9% 54,052 $24.0M
Yousif Capital Management, LLC 0.27% Reduce -1.5% 53,922 $24.0M
Hancock Whitney Corp. 0.81% Reduce -1.0% 53,323 $23.7M
Atika Capital Management LLC 2.74% Reduce -2.6% 53,200 $23.7M
Orange Investment Advisors, Inc. 3.06% Reduce -0.0% 71,620 $23.6M
Waycross Partners, LLC 3.60% Add +11.2% 52,710 $23.4M
Capital International, Inc. 0.30% Add +7.5% 50,996 $22.7M
Lido Advisors, LLC 0.19% Add +6.7% 50,923 $22.7M
Glenmede Trust Co. NA 0.11% Reduce -3.2% 50,910 $22.6M
Gagnon Securities LLC 5.08% Reduce -0.9% 50,671 $22.5M
GAM Holding AG 1.69% Reduce -33.3% 49,602 $22.1M
Hyman Charles D 1.23% Add +36.8% 49,507 $22.0M
Hikari Power Ltd 1.98% No change 49,410 $22.0M
Public Employees Retirement Association of Colorado 0.09% Reduce -2.2% 49,235 $21.9M
Mutual of America Capital Management LLC 0.24% Add +5.6% 48,905 $21.8M
New York Life Investment Management LLC 0.22% Reduce -8.3% 48,840 $21.7M
Louisiana State Employees Retirement System 0.41% Add +0.4% 48,300 $21.5M
Pathstone Holdings, LLC 0.10% Add +0.6% 47,700 $21.2M
Nordea Investment Management AB 0.02% Add +2.1% 47,232 $21.1M
WASHINGTON TRUST Co 0.76% Reduce -4.0% 46,756 $20.8M
Azimuth Capital Investment Management LLC 0.85% Reduce -0.8% 46,739 $20.8M
Picton Mahoney Asset Management 0.88% Add +6.5% 46,214 $20.6M
iA Global Asset Management Inc. 0.39% Add +3.6% 46,010 $20.5M
Pacer Advisors, Inc. 0.05% Reduce -4.1% 45,977 $20.5M
Wintrust Investments LLC 1.66% Add +14.1% 45,961 $20.4M
Ithaka Group LLC 3.75% Reduce -1.0% 45,681 $20.3M
Mercer Global Advisors Inc. 0.06% Add +11.5% 45,393 $20.2M
Groupama Asset Managment 0.27% Add +5311.6% 44,483 $19.8M
Sanctuary Advisors, LLC 0.14% — 51,606 $19.4M
CW Advisors, LLC 0.31% Add +4.2% 43,248 $19.2M
Tower Research Capital LLC (TRC) 0.32% Add +41.8% 42,984 $19.1M
AQR Capital Management 0.03% Add +12.6% 42,691 $19.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.20% Reduce -41.3% 42,339 $18.8M
Swiss Life Asset Management Ltd 0.22% Add +11.8% 42,225 $18.8M
First Turn Management, LLC 3.03% New 41,901 $18.6M
Envestnet Portfolio Solutions, Inc. 0.06% Reduce -3.9% 41,133 $18.3M
Cwm, LLC 0.09% Add +12.3% 40,990 $18.2M
Cresset Asset Management, LLC 0.08% Add +3.4% 40,861 $18.2M
Atria Investments, Inc 0.23% Add +4.7% 40,488 $18.0M
Wealthfront Advisers LLC 0.06% Add +1.4% 40,373 $18.0M
Slow Capital, Inc. 2.91% Add +0.9% 40,365 $18.0M
Captrust Financial Advisors 0.06% Add +8.2% 40,338 $17.9M
Bradley Foster & Sargent Inc. 0.32% Add +7.0% 40,099 $17.8M
Forte Capital LLC 2.15% Reduce -2.6% 39,986 $17.8M
Focus Partners Wealth 0.06% Add +10.1% 39,869 $17.7M
Redmile Group, LLC 1.07% Add +34.9% 39,843 $17.7M
Mediolanum International Funds Ltd 0.29% Reduce -0.7% 42,577 $17.7M
State of Alaska, Department of Revenue 0.20% Add +0.9% 39,734 $17.7M
Douglas Lane & Associates, LLC 0.25% Add +3.6% 39,388 $17.5M
Vanguard Personalized Indexing Management, LLC 0.33% Add +17.5% 38,475 $17.1M
Jag Capital Management, LLC 2.34% Reduce -0.4% 38,352 $17.1M
Ethic Inc. 0.40% Add +9.0% 38,267 $17.0M
Financial Counselors Inc. 0.27% Add +1.9% 37,600 $16.7M
ABN AMRO Bank N.V. 0.25% Reduce -2.9% 37,016 $16.6M
SouthState Bank Corp 1.20% Add +3.8% 36,792 $16.4M
D. E. Shaw & Co. 0.02% Reduce -91.0% 36,685 $16.3M
Maple Capital Management, Inc. 1.32% Add +7.6% 36,624 $16.3M
Baird Financial Group, Inc. 0.03% Add +54.4% 36,490 $16.2M
RPG Investment Advisory, LLC 2.40% Reduce -20.3% 36,479 $16.2M
Kestra Private Wealth Services, LLC 0.32% Add +329.9% 35,993 $16.0M
Pinebridge Investments, L.P. 0.13% Reduce -36.5% 35,963 $16.0M
Parallel Advisors, LLC 0.41% Reduce -0.3% 35,688 $15.9M
Global X Japan Co., Ltd. 2.21% Add +24.0% 35,005 $15.6M
Schaper Benz & Wise Investment Counsel Inc. 1.35% Add +2.9% 34,920 $15.5M
Teamwork Financial Advisors, LLC 2.28% Add +33.6% 34,633 $15.4M
O'shaughnessy Asset Management, LLC 0.16% Add +16.9% 34,187 $15.2M
Cim, LLC 2.28% Reduce -1.8% 31,755 $15.1M
Lyell Wealth Management, LP 1.44% Add +0.5% 33,955 $15.1M
OMERS ADMINISTRATION Corp 0.15% Add +63.9% 33,930 $15.1M
Ilmarinen Mutual Pension Insurance Co 0.18% Reduce -21.4% 33,800 $15.0M
Mission Wealth Management, LP 0.40% Add +3.4% 33,444 $14.9M
ARK Investment Management 0.13% Reduce -10.0% 33,280 $14.8M
Valicenti Advisory Services Inc. 3.88% Reduce -1.5% 32,455 $14.4M
Factory Mutual Insurance Co. 0.16% No change 32,300 $14.4M
Inspire Investing, LLC 1.64% Reduce -16.3% 32,051 $14.3M
Elo Mutual Pension Insurance Co 0.33% Reduce -0.9% 31,877 $14.2M
Profund Advisors LLC 0.51% Reduce -0.6% 31,209 $13.9M
Unio Capital LLC 5.81% Add +27.6% 31,065 $13.8M
Tritonpoint Wealth, LLC 1.33% Reduce -0.9% 31,048 $13.8M
Natixis 0.09% Reduce -38.1% 30,751 $13.7M
Oregon Public Employees Retirement Fund 0.27% Add +1.2% 30,495 $13.6M
E. Ohman J:or Asset Management AB 0.33% Add +81.0% 30,198 $13.4M
Renaissance Investment Group LLC 2.92% Add +0.6% 30,358 $13.4M
NEOS Investment Management LLC 0.54% Add +45.0% 29,646 $13.2M
Chartwell Investment Partners, LLC 0.46% Add +21.0% 29,310 $13.0M
Zacks Investment Management 0.15% Add +6.7% 29,268 $13.0M
Chicago Capital, LLC 0.39% Add +1.0% 29,244 $13.0M
Deepwater Asset Management, LLC 4.70% Reduce -12.8% 29,102 $12.9M
Mark Asset Management LP 1.71% Add +0.3% 29,067 $12.9M
Gulf International Bank (UK) Ltd 0.33% Reduce -4.8% 29,036 $12.9M
MAI Capital Management 0.13% Add +1.5% 28,985 $12.9M
Walleye Capital LLC 0.15% Reduce -30.9% 28,875 $12.8M
Keel Point, LLC 1.16% Add +542.4% 27,315 $12.8M
SVB Wealth LLC 0.32% Reduce -2.7% 28,642 $12.7M
Investment House LLC 0.73% Reduce -0.3% 28,625 $12.7M
Carmignac Gestion 0.22% Add +10.7% 28,561 $12.7M
Eagle Health Investments LP 2.25% Reduce -20.5% 28,290 $12.6M
Purus Wealth Management, LLC 5.54% Reduce -2.2% 28,200 $12.5M
Simplicity Wealth,LLC 0.28% Add +0.5% 28,146 $12.5M
Teachers Retirement System of the State of Kentucky 0.11% Reduce -2.7% 28,139 $12.5M
Bourne Lent Asset Management Inc. 4.79% Reduce -0.0% 28,060 $12.5M
2Xideas AG 1.55% Reduce -6.5% 27,861 $12.4M
Bleakley Financial Group, LLC 0.35% Add +0.4% 27,519 $12.2M
Maryland State Retirement & Pension System 0.22% No change 27,423 $12.2M
Meridian Wealth Management, LLC 1.46% New 27,384 $12.2M
Mizuho Securities USA LLC 0.27% New 27,345 $12.2M
Sierra Summit Advisors LLC 3.00% Add +0.8% 27,189 $12.1M
Ieq Capital, LLC 0.16% Add +10.7% 27,040 $12.0M
Greenleaf Trust 0.11% Add +3.6% 26,834 $11.9M
Abn Amro Investment Solutions 0.22% Add +21.6% 26,809 $11.9M
Kentucky Retirement Systems 0.34% Reduce -0.1% 26,729 $11.9M
Jones Financial Companies LLLP 0.01% Add +973.2% 26,637 $11.8M
Johnson Investment Counsel Inc. 0.12% Add +0.1% 26,384 $11.7M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -19.9% 26,366 $11.7M
Bokf, NA 0.21% Reduce -5.7% 26,352 $11.7M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 4.36% Add +535.1% 26,262 $11.7M
LMR Partners LLP 0.32% Add +303.6% 26,112 $11.6M
Aptus Capital Advisors, LLC 0.22% Add +352.7% 25,607 $11.4M
UMB Bank, n.a. 0.19% Reduce -0.5% 25,545 $11.4M
MBB Public Markets I LLC 0.23% Add +1739.6% 25,129 $11.2M
Soros Fund Management 0.35% Reduce -33.3% 25,000 $11.1M
FineMark National Bank & Trust 0.41% Add +3.0% 24,909 $11.1M
Tocqueville Asset Management L.P. 0.18% Reduce -0.9% 24,846 $11.1M
Broadleaf Partners, LLC 2.64% Reduce -0.5% 24,529 $10.9M
Elite Wealth Management, Inc. 2.37% Add +0.2% 24,339 $10.8M
Acadian Asset Management LLC 0.03% Add +19.9% 24,197 $10.8M
Dillon & Associates Inc. 1.56% Add +1.2% 23,997 $10.7M
Tidal Investments LLC 0.15% Add +44.5% 23,934 $10.6M
McGuire Investment Group, LLC 1.51% Add +0.7% 23,625 $10.5M
Ameritas Investment Partners, Inc. 0.36% Reduce -0.2% 23,526 $10.5M
Fiduciary Group, LLC 1.12% Reduce -1.3% 23,307 $10.4M
Tredje AP-fonden 0.10% Add +34.9% 23,176 $10.3M
EFG Asset Management (North America) Corp. 1.76% Reduce -6.1% 22,891 $10.2M
Nova R Wealth, Inc. 5.24% Reduce -0.7% 22,866 $10.2M
Pitcairn Co. 0.62% Add +2.3% 22,829 $10.2M
YHB Investment Advisors, Inc. 0.87% Reduce -0.5% 22,759 $10.1M
Hartford Investment Management Co. 0.35% Reduce -0.2% 22,728 $10.1M
B. Metzler seel. Sohn & Co. AG 0.10% Add +11.4% 22,706 $10.1M
OneDigital Investment Advisors LLC 0.13% Reduce -9.5% 22,652 $10.1M
Central Bank & Trust Co. 1.38% Reduce -0.7% 22,320 $9.9M
North Star Asset Management Inc. 0.47% Reduce -0.7% 22,205 $9.9M
Hoylecohen, LLC 0.75% Add +0.0% 22,172 $9.9M
Advisory Services Network, LLC 0.20% Add +2.9% 22,100 $9.8M
Crossmark Global Holdings, Inc. 0.19% Add +1.2% 21,648 $9.6M
Prudential PLC 0.07% Add +12.1% 21,576 $9.6M
Carderock Capital Management Inc. 2.51% Add +155.4% 21,566 $9.6M
Pinnacle Financial Partners Inc 0.20% Add +4.0% 21,520 $9.6M
Edmond DE Rothschild Holding S.A. 0.16% Reduce -9.2% 21,395 $9.5M
Achmea Investment Management B.V. 0.17% Reduce -6.7% 21,328 $9.5M
Intech Investment Management LLC 0.12% Add +6.2% 21,279 $9.5M
Lighthouse Investment Partners, LLC 0.53% Add +194.8% 21,200 $9.4M
Baader Bank Aktiengesellschaft 0.74% Reduce -20.7% 21,194 $9.4M
Avantax Advisory Services, Inc. 0.07% Add +110.9% 21,082 $9.4M
Rakuten Investment Management, Inc. 0.06% Add +62.8% 20,923 $9.3M
BNP Paribas 0.47% Add +5.1% 20,906 $9.3M
Washington Trust Advisors, Inc. 0.85% Reduce -6.7% 20,714 $9.2M
Daiichi Life Insurance Co., Ltd. 0.22% Reduce -22.4% 20,711 $9.2M
Susquehanna Portfolio Strategies, LLC 0.38% No change 20,575 $9.2M
BI Asset Management Fondsmaeglerselskab A/S 0.15% Reduce -19.7% 20,557 $9.1M
Securian Asset Management, Inc. 0.27% Reduce -1.2% 20,500 $9.1M
Northwestern Mutual Wealth Management Co. 0.01% Add +2.0% 20,458 $9.1M
Traynor Capital Management, Inc. 0.76% Add +121.4% 20,202 $9.0M
Wealth High Governance Capital Ltda 2.21% New 20,000 $8.9M
Lattice Capital Management, LLC 6.88% No change 19,600 $8.7M
Sumitomo Life Insurance Co. 0.20% Add +20.8% 21,034 $8.7M
Martin Capital Advisors, LLP 6.48% Reduce -0.6% 19,414 $8.6M
F/m Investments LLC 0.31% New 19,387 $8.6M
Montag A & Associates Inc. 0.44% Reduce -0.7% 19,358 $8.6M
Tompkins Financial Corp. 0.90% Reduce -1.0% 19,245 $8.6M
Vantage Investment Partners, LLC 0.77% Reduce -7.2% 19,099 $8.5M
Oppenheimer & Co. Inc. 0.13% Reduce -8.6% 19,065 $8.5M
Sigma Investment Counselors Inc. 0.53% Add +0.4% 19,042 $8.5M
Pura Vida Investments, LLC 10.17% Reduce -21.4% 18,900 $8.4M
Gotham Asset Management 0.11% Add +12.7% 18,711 $8.3M
Jump Financial, LLC 0.17% Add +55.7% 18,634 $8.3M
Meiji Yasuda Asset Management Co Ltd. 0.34% Add +5.0% 18,537 $8.2M
McBroom & Associates, LLC 5.13% Add +1.1% 18,408 $8.2M
AIA Group Ltd 0.24% Add +23.5% 18,387 $8.2M
Jackson Square Partners, LLC 0.49% Reduce -9.9% 18,210 $8.1M
Comgest Global Investors S.A.S. 0.11% Add +0.1% 18,147 $8.1M
Sandler Capital Management 1.58% Reduce -15.7% 18,046 $8.0M
Norinchukin Bank, The 0.23% Reduce -3.1% 18,022 $8.0M
Deuterium Capital Management, LLC 13.50% No change 18,000 $8.0M
TD Waterhouse Canada Inc. 0.07% Reduce -6.4% 18,208 $7.9M
New Mexico Educational Retirement Board 0.28% No change 17,742 $7.9M
Hikari Tsushin, Inc. 0.60% No change 17,547 $7.8M
Sivik Global Healthcare LLC 3.48% Reduce -12.5% 17,500 $7.8M
Capital Insight Partners, LLC 1.46% Reduce -0.7% 17,445 $7.8M
Harvest Fund Management Co., Ltd 0.56% Add +12.1% 17,425 $7.8M
Taikang Asset Management (Hong Kong) Co Ltd 1.19% No change 17,262 $7.7M
Morse Asset Management, Inc 1.87% Reduce -2.0% 17,102 $7.6M
Sienna Gestion 0.67% Add +5.3% 17,036 $7.6M
Boston Trust Walden Corp 0.06% Reduce -1.2% 16,942 $7.5M
Ravenstone Capital Management Inc. 5.01% Reduce -0.7% 16,894 $7.5M
Phoenix Financial Ltd. 0.11% Add +3.8% 16,721 $7.4M
Robocap Asset Management Ltd 4.63% Add +13.3% 16,710 $7.4M
Stratos Wealth Partners, LTD. 0.12% Add +3.1% 16,687 $7.4M
First Citizens Bank & Trust Co. 0.14% Add +4.4% 16,544 $7.4M
Chiron Investment Management, LLC 2.88% Reduce -33.8% 16,471 $7.3M
Azzad Asset Management Inc. 0.86% Reduce -13.3% 16,429 $7.3M
Los Angeles Capital Management LLC 0.03% Reduce -12.9% 16,273 $7.2M
UniSuper Management Pty Ltd 0.06% Add +122.0% 16,093 $7.2M
Commerce Bank 0.05% Reduce -2.9% 16,064 $7.1M
D L Carlson Investment Group Inc. 1.38% Reduce -1.1% 16,054 $7.1M
Vestor Capital, LLC 0.58% Add +1.3% 16,048 $7.1M
Park Avenue Securities LLC 0.09% Reduce -4.5% 16,036 $7.1M
Baker Avenue Asset Management, LP 0.24% Reduce -2.6% 16,018 $7.1M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2.69% No change 15,891 $7.1M
Kestra Advisory Services, LLC 0.04% Add +6.8% 15,651 $7.0M
Siemens Fonds Invest GmbH 0.52% Add +0.0% 15,638 $7.0M
Metis Global Partners, LLC 0.24% Add +0.8% 15,622 $6.9M
Simplify Asset Management Inc. 0.60% Reduce -52.6% 15,338 $6.8M
Moody LYNN Lieberson & Walker, LLC 0.44% Add +0.2% 15,217 $6.8M
Motley Fool Asset Management LLC 0.45% Add +29.7% 15,392 $6.7M
Regions Financial Corp. 0.05% Reduce -10.0% 15,073 $6.7M
L & S Advisors Inc 0.86% Reduce -10.3% 15,065 $6.7M
Wedbush Securities Inc. 0.24% Add +2.5% 14,905 $6.6M
Quantinno Capital Management LP 0.12% Reduce -15.7% 14,877 $6.6M
EP Wealth Advisors, LLC 0.07% Add +0.4% 14,787 $6.6M
Simmons Bank 0.49% Reduce -0.8% 14,695 $6.5M
Prospect Hill Management, LLC 3.50% No change 14,325 $6.4M
Boothbay Fund Management, LLC 0.22% Reduce -7.8% 14,202 $6.3M
Atria Wealth Solutions, Inc. 0.07% Reduce -3.0% 14,131 $6.3M
KMG Fiduciary Partners, LLC 0.62% Add +0.9% 14,088 $6.3M
Arlington Financial Advisors, LLC 1.37% Reduce -8.0% 14,085 $6.3M
Private Advisor Group, LLC 0.04% Add +18.1% 14,019 $6.2M
Greenfield Seitz Capital Management, LLC 2.29% Reduce -0.3% 13,925 $6.2M
Mirova 1.13% No change 13,923 $6.2M
Bouvel Investment Partners, LLC 2.39% Reduce -0.2% 13,883 $6.2M
Qube Research & Technologies Ltd 0.01% Reduce -77.7% 13,851 $6.2M
Federation des caisses Desjardins du Quebec 0.03% Add +121.3% 13,835 $6.2M
NewEdge Advisors, LLC 0.04% Add +8.2% 13,825 $6.2M
Bath Savings Trust Co 0.65% No change 13,702 $6.1M
NewEdge Wealth, LLC 0.13% Reduce -2.4% 13,663 $6.1M
First Long Island Investors, LLC 0.51% No change 13,600 $6.0M
Lockheed Martin Investment Management Co. 0.35% Reduce -3.5% 13,530 $6.0M
Hantz Financial Services, Inc. 0.12% Add +1.3% 13,480 $6.0M
Dakota Wealth Management 0.14% Add +48.4% 13,474 $6.0M
Capital Group Investment Management Pte. LTD. 1.27% Add +0.8% 13,183 $5.9M
Sit Investment Associates Inc. 0.13% Add +81.0% 13,156 $5.9M
Rench Wealth Management, Inc. 2.08% Add +7.7% 13,009 $5.8M
Richard Bernstein Advisors LLC 0.13% No change 13,000 $5.8M
Peapack Gladstone Financial Corp. 0.09% Add +1.9% 12,918 $5.7M
Choreo, LLC 0.10% Add +506.2% 13,149 $5.7M
Abner Herrman & Brock LLC 0.73% No change 12,900 $5.7M
Cornerstone Wealth Group, LLC 0.51% New 12,798 $5.7M
First National Trust Co 0.23% Add +300.3% 12,722 $5.7M
Sandy Spring Bank 0.25% Add +5.5% 12,711 $5.7M
Cornerstone Capital, Inc. 0.57% Reduce -0.9% 12,698 $5.6M
D.A. Davidson & Co. 0.05% Reduce -2.2% 12,655 $5.6M
Axxcess Wealth Management, LLC 0.15% Add +19.0% 12,554 $5.6M
Verition Fund Management LLC 0.05% Reduce -6.4% 12,419 $5.5M
First Trust Direct Indexing L.P. 0.34% Add +20.7% 12,417 $5.5M
Strategic Planning Group, LLC 1.20% Add +10.3% 12,309 $5.5M
Cornerstone Advisors, LLC 0.22% No change 12,300 $5.5M
Vinva Investment Management Ltd 0.27% Reduce -8.2% 12,182 $5.4M
Alpine Woods Capital Investors, LLC 0.83% Add +4.3% 12,069 $5.4M
Transamerica Financial Advisors, LLC 0.57% No change 12,030 $5.4M
Brookstone Capital Management 0.09% Add +22.4% 12,530 $5.3M
Rheos Capital Works Inc. 0.28% Reduce -62.5% 12,000 $5.3M
Advisors Asset Management, Inc. 0.10% Add +62.3% 11,975 $5.3M
Hamilton Capital Partners Inc. 0.57% Add +5.9% 11,930 $5.3M
Steward Partners Investment Advisory, LLC 0.06% Add +13.3% 11,922 $5.3M
Knights of Columbus Asset Advisors LLC 0.35% Add +23.9% 11,906 $5.3M
Tandem Investment Advisors, Inc. 0.21% Add +1.1% 11,905 $5.3M
Legacy Trust 1.31% Reduce -3.0% 11,861 $5.3M
Empirical Finance, LLC 0.33% Reduce -6.4% 11,837 $5.3M
AustralianSuper Pty Ltd 0.03% Add +2.5% 11,746 $5.2M
1ST Source Bank 0.30% Add +0.2% 11,658 $5.2M
Petredis Investment Advisors LLC 0.58% Reduce -0.2% 11,654 $5.2M
Schonfeld Strategic Advisors LLC 0.04% New 11,600 $5.2M
Kentucky Retirement Systems Insurance Trust Fund 0.34% Reduce -1.6% 11,441 $5.1M
Great Lakes Advisors, LLC 0.05% Reduce -46.1% 11,434 $5.1M
GAMCO Investors 0.06% Reduce -0.0% 11,413 $5.1M
Marks Group Wealth Management, Inc 0.53% Add +1.4% 11,338 $5.0M
Northwestern Mutual Investment Management Company, LLC 0.13% Add +1.0% 11,289 $5.0M
DE Burlo Group Inc. 0.67% New 11,200 $5.0M
Liberty Wealth Management LLC 0.91% New 11,171 $5.0M
Covenant Asset Management, LLC 1.11% Add +1.6% 11,096 $4.9M
Global Retirement Partners, LLC 0.15% Add +583.8% 11,078 $4.9M
SYSTM Wealth Solutions LLC 1.09% Add +4.8% 11,001 $4.9M
Nicola Wealth Management LTD. 0.44% New 11,000 $4.9M
Dnca Finance 0.43% — 11,000 $4.9M
Illinois Municipal Retirement Fund 0.07% No change 10,965 $4.9M
Zions Bancorporation, N.A. 0.39% Reduce -6.2% 10,956 $4.9M
Saranac Partners Ltd 2.89% Reduce -6.0% 10,922 $4.9M
Kennedy Capital Management LLC 0.10% Add +70.8% 10,891 $4.8M
Natixis Investment Managers International 0.36% Reduce -3.5% 10,856 $4.8M
Bahl & Gaynor LLC 0.03% Reduce -4.9% 10,731 $4.8M
Oak Associates Ltd. 0.32% Reduce -0.9% 10,710 $4.8M
Investment Management Corp of Ontario 0.13% Reduce -51.1% 10,694 $4.8M
Orion Porfolio Solutions, LLC 0.05% Add +6.9% 10,540 $4.7M
Orion Portfolio Solutions, LLC 0.05% Add +6.9% 10,540 $4.7M
Trifecta Capital Advisors, LLC 1.04% Add +14.0% 10,529 $4.7M
Blue Square Asset Management, LLC 2.73% Add +2.6% 10,515 $4.7M
Northwest & Ethical Investments L.P. 0.13% Add +11.4% 10,453 $4.6M
Ossiam 0.09% Add +11.4% 10,380 $4.6M
Apollon Wealth Management, LLC 0.14% Add +3.1% 10,308 $4.6M
Dynamic Advisor Solutions LLC 0.14% Add +2.5% 10,245 $4.6M
Waverly Advisors, LLC 0.09% Add +297.4% 10,142 $4.5M
First Hawaiian Bank 0.15% Reduce -0.2% 10,116 $4.5M
Roundview Capital LLC 0.35% Add +0.3% 10,022 $4.5M
Strategic Advocates LLC 1.77% Add +1.9% 10,013 $4.5M
BNC Wealth Management, LLC 1.65% Add +10.3% 10,005 $4.5M
Integral Health Asset Management, LLC 0.44% Reduce -80.0% 10,000 $4.4M
Deane Retirement Strategies, Inc. 2.27% Add +0.0% 10,017 $4.4M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -2.1% 9,893 $4.4M
Orion Capital Management LLC 2.30% Reduce -1.0% 9,829 $4.4M
Welch & Forbes LLC 0.06% Reduce -0.2% 9,840 $4.4M
Independent Advisor Alliance 0.15% Add +0.9% 9,748 $4.3M
Wisconsin Capital Management LLC 2.19% Add +26.1% 9,725 $4.3M
Fiduciary Trust Co 0.06% Add +1.5% 9,690 $4.3M
Hodges Capital Management Inc. 0.29% Reduce -8.1% 9,687 $4.3M
Argent Trust Co 0.19% Add +11.0% 9,685 $4.3M
Vestcor Inc 0.15% Add +48.4% 9,678 $4.3M
Raymond James Trust N.A. 0.10% Add +1.8% 9,662 $4.3M
Neville Rodie & Shaw Inc. 0.32% Reduce -12.4% 9,625 $4.3M
Squarepoint Ops LLC 0.02% Reduce -80.2% 9,612 $4.3M
Baldwin Investment Management, LLC 0.58% Add +7.5% 9,585 $4.3M
Tokio Marine Asset Management Co. Ltd. 0.20% Add +4.8% 9,389 $4.2M
Arthur M. Cohen & Associates, LLC 0.76% Add +1.9% 9,372 $4.2M
Oak Ridge Investments LLC 0.40% New 9,362 $4.2M
Buckingham Strategic Wealth, LLC 0.04% Add +1.8% 9,301 $4.1M
Oak Harvest Investment Services 0.65% Add +21.4% 9,299 $4.1M
Eisler Capital (US) LLC 0.78% New 9,293 $4.1M
Nicholas Investment Partners, LP 0.48% New 9,263 $4.1M
Frank, Rimerman Advisors LLC 0.29% Add +137.7% 9,250 $4.1M
Aft, Forsyth & Company, Inc. 2.02% Add +4.5% 9,249 $4.1M
Whittier Trust Co. 0.06% Add +0.6% 9,223 $4.1M
Coldstream Capital Management Inc. 0.10% Reduce -0.9% 9,162 $4.1M
Brighton Jones LLC 0.13% Reduce -1.7% 9,158 $4.1M
Linden Thomas Advisory Services, LLC 0.63% Add +50.8% 9,144 $4.1M
Allworth Financial LP 0.03% Add +1.9% 8,876 $4.0M
Sycomore Asset Management 0.71% Add +28.6% 9,120 $4.0M
Burns J W & Co. Inc. 0.54% Add +23.3% 9,037 $4.0M
Horizon Investments, LLC 0.11% Add +26.3% 9,024 $4.0M
Whittier Trust Co. of Nevada Inc. 0.11% Add +1.6% 9,008 $4.0M
Snowden Capital Advisors LLC 0.12% Reduce -21.1% 8,980 $4.0M
Clear Harbor Asset Management, LLC 0.35% Add +110.5% 8,962 $4.0M
HM Payson & Co. 0.07% Reduce -1.0% 8,896 $4.0M
Sigma Planning Corp 0.12% Reduce -1.5% 8,807 $3.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.04% Add +0.1% 8,921 $3.9M
Ofi Invest Asset Management 0.10% Add +521.1% 9,409 $3.9M
Hennion & Walsh Asset Management, Inc. 0.20% Add +12.6% 8,765 $3.9M
Family Capital Trust Co 1.27% Reduce -6.7% 8,755 $3.9M
Rockingstone Advisors LLC 2.00% Add +0.5% 8,748 $3.9M
Nwam LLC 1.14% Reduce -12.6% 8,716 $3.9M
Westpac Banking Corp. 0.31% Add +10.4% 8,669 $3.9M
Canal Capital Management, LLC 0.65% Add +0.8% 8,620 $3.8M
TriaGen Wealth Management LLC 1.46% New 8,502 $3.8M
Thoroughbred Financial Services, LLC 0.25% Add +39.4% 8,464 $3.8M
Cohen Klingenstein LLC 0.14% No change 8,460 $3.8M
Stephens Inc. 0.06% Add +3.5% 8,351 $3.7M
Praxis Investment Management Inc. 0.26% No change 9,930 $3.7M
Passumpsic Savings Bank 2.62% Reduce -1.4% 8,204 $3.6M
Vestmark Advisory Solutions, Inc. 0.15% Add +2.0% 8,198 $3.6M
Compagnie Lombard Odier SCmA 0.06% No change 8,185 $3.6M
RDA Financial Network 1.19% Add +2.3% 8,167 $3.6M
Elevatus Welath Management 1.34% New 8,082 $3.6M
BDF-Gestion 0.34% — 8,024 $3.6M
Rwa Wealth Partners, LLC 0.05% Add +2.0% 8,003 $3.6M
Jaffetilchin Investment Partners, LLC 0.30% Reduce -2.2% 7,986 $3.6M
Oak Asset Management, LLC 1.30% Reduce -1.2% 7,985 $3.6M
Principal Securities, Inc. 0.10% Add +14.2% 7,943 $3.5M
HBK Investments L P 0.10% Add +1041.7% 7,878 $3.5M
Girard Partners LTD. 0.33% Reduce -0.7% 7,868 $3.5M
Banque Cantonale Vaudoise 0.14% Reduce -24.1% 7,852 $3.5M
WD Rutherford LLC 1.75% Reduce -3.3% 7,846 $3.5M
Empowered Funds, LLC 0.06% Add +10.4% 7,832 $3.5M
Townsquare Capital LLC 0.05% Add +21.7% 7,832 $3.5M
Cyndeo Wealth Partners, LLC 0.27% Add +3.7% 7,815 $3.5M
Beacon Pointe Advisors, LLC 0.04% Reduce -8.6% 7,748 $3.4M
Kornitzer Capital Management Inc. 0.06% Add +0.8% 7,626 $3.4M
Independent Financial Group, LLC 0.14% Add +5.0% 7,624 $3.4M
SteelPeak Wealth, LLC 0.16% Reduce -71.7% 7,610 $3.4M
Plato Investment Management Ltd 0.31% No change 7,563 $3.4M
First Bank & Trust 0.68% Reduce -4.8% 7,559 $3.4M
Wahed Invest LLC 0.67% New 7,538 $3.4M
Freestone Capital Holdings, LLC 0.12% Add +0.8% 7,534 $3.4M
Caprock Group, LLC 0.14% Add +37.8% 7,516 $3.3M
Andrew Hill Investment Advisors, Inc. 2.78% Add +13.8% 7,509 $3.3M
Intrust Bank NA 0.36% Add +1.7% 7,507 $3.3M
Vident Advisory, LLC 0.09% Add +4.3% 7,473 $3.3M
Ostrum Asset Management 0.29% Reduce -4.0% 7,463 $3.3M
Meeder Advisory Services, Inc. 0.23% Add +34.5% 7,364 $3.3M
Pinnacle Wealth Management, LLC 4.08% Reduce -2.5% 7,328 $3.3M
Sequoia Financial Advisors, LLC 0.04% Add +6.0% 7,310 $3.3M
Wellington Shields Capital Management, LLC 0.59% New 7,275 $3.2M
Wendell David Associates Inc. 0.33% No change 7,275 $3.2M
Signaturefd, LLC 0.07% Add +6.0% 7,256 $3.2M
Front Row Advisors LLC 1.12% Reduce -10.4% 7,231 $3.2M
Connective Capital Management, LLC 6.02% Reduce -69.0% 7,196 $3.2M
Hills Bank & Trust Co 0.26% Reduce -6.3% 7,160 $3.2M
Panagora Asset Management Inc. 0.02% Reduce -0.0% 7,095 $3.2M
Daymark Wealth Partners, LLC 0.14% Add +3.6% 7,003 $3.1M
China Universal Asset Management Co., Ltd. 0.44% Add +8.5% 6,944 $3.1M
Scott & Selber, Inc. 0.98% Add +1.5% 6,935 $3.1M
CPC Advisors, LLC 0.51% New 6,901 $3.1M
Harbor Capital Advisors, Inc. 0.23% Add +0.1% 6,799 $3.0M
HB Wealth Management, LLC 0.04% Add +13.2% 6,771 $3.0M
Citizens Financial Group Inc. 0.07% Add +223.6% 6,714 $3.0M
Kampmann Melissa S. 2.18% Add +5.5% 6,708 $3.0M
Central Pacific Bank - Trust Division 0.37% Reduce -2.2% 6,678 $3.0M
Nilsine Partners, LLC 0.39% Add +0.7% 6,547 $2.9M
PFG Advisors 0.19% Reduce -0.6% 6,465 $2.9M
Benjamin F. Edwards & Company, Inc. 0.05% Add +5.5% 6,450 $2.9M
Herold Advisors, Inc. 0.66% Reduce -18.9% 6,450 $2.9M
J. Safra Sarasin Holding AG 0.05% — 6,438 $2.9M
Cullinan Associates Inc. 0.16% No change 6,400 $2.8M
First Horizon Advisors, Inc. 0.09% Add +2.2% 6,389 $2.8M
Exome Asset Management LLC 2.52% No change 6,358 $2.8M
Capital Asset Advisory Services LLC 0.15% Add +5.5% 6,385 $2.8M
Quantitative Investment Management, LLC 0.31% New 6,344 $2.8M
Goelzer Investment Management, Inc. 0.16% Add +1.2% 6,282 $2.8M
Keebeck Wealth Management 0.41% No change 6,249 $2.8M
Laird Norton Wetherby Wealth Management, LLC 0.13% Reduce -1.4% 6,246 $2.8M
Concentric Capital Strategies, LP 0.17% Add +13.3% 6,240 $2.8M
Guardian Capital LP 0.10% Add +251.4% 6,182 $2.8M
First Financial Bankshares Inc 0.06% Add +1.3% 6,138 $2.7M
Summit Financial, LLC 0.12% Add +67.8% 6,062 $2.7M
Diversify Advisory Services, LLC 0.15% Reduce -16.1% 6,078 $2.7M
Legato Capital Management LLC 0.36% Reduce -15.0% 6,033 $2.7M
Claret Asset Management Corp 0.48% Reduce -3.7% 6,017 $2.7M
Procyon Advisors, LLC 0.20% Add +7.7% 6,009 $2.7M
GTS Securities LLC 0.06% New 5,998 $2.7M
Legacy Wealth Asset Management, LLC 0.75% Reduce -3.6% 5,975 $2.7M
Berger Financial Group, Inc 0.21% Reduce -0.7% 5,967 $2.7M
Stratos Wealth Advisors, LLC 0.13% Add +2.5% 5,933 $2.6M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 1.71% Reduce -7.8% 5,900 $2.6M
IMA Advisory Services, Inc. 1.15% Add +1.8% 5,839 $2.6M
Moody National Bank Trust Division 0.20% Add +1.6% 5,776 $2.6M
Broadwater Capital Management LLC 1.98% No change 5,772 $2.6M
Meiji Yasuda Life Insurance Co 0.05% Add +0.2% 5,757 $2.6M
Prime Capital Investment Advisors, LLC 0.04% Reduce -6.4% 5,755 $2.6M
Tower View Wealth Management LLC 1.47% Reduce -0.1% 5,748 $2.6M
RMR Wealth Builders 0.29% Add +11.4% 5,699 $2.5M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -24.1% 5,670 $2.5M
Falcon Wealth Planning 0.33% Reduce -8.3% 5,670 $2.5M
King Luther Capital Management Corp. 0.01% Add +2.0% 5,670 $2.5M
Clarity Capital Partners LLC 1.54% Add +16.5% 5,660 $2.5M
STF Management LP 1.05% Reduce -4.6% 5,589 $2.5M
Headlands Technologies LLC 0.26% Add +4.0% 5,567 $2.5M
Quadrant Capital Group LLC 0.18% Add +3.3% 5,528 $2.5M
Accurate Wealth Management, LLC 0.59% Add +7.4% 5,603 $2.5M
Benjamin Edwards Inc. 0.47% Add +93.0% 5,497 $2.4M
Court Place Advisors, LLC 0.76% Add +7.1% 5,455 $2.4M
Halbert Hargrove Global Advisors, LLC 0.14% Reduce -6.8% 5,451 $2.4M
Alaethes Wealth, LLC 1.00% Add +0.8% 5,449 $2.4M
Whitener Capital Management, Inc. 0.73% Add +0.7% 5,434 $2.4M
Perigon Wealth Management, LLC 0.07% Add +1.3% 5,434 $2.4M
Sectoral Asset Management Inc. 0.98% Reduce -11.5% 5,400 $2.4M
Altman Advisors, Inc. 1.35% Add +0.0% 5,347 $2.4M
Diversified Trust Co. 0.07% Reduce -19.1% 5,317 $2.4M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.22% Reduce -24.3% 5,300 $2.4M
RiverPark Advisors, LLC 1.95% Reduce -6.5% 5,298 $2.4M
Everett Harris & Co. 0.03% No change 5,278 $2.3M
Account Management LLC 2.66% New 5,275 $2.3M
Stablepoint Partners, LLC 0.45% Add +2.9% 5,256 $2.3M
Montanova Capital, LLC 0.09% No change 5,200 $2.3M
Gladstone Institutional Advisory LLC 0.12% Add +8.9% 5,174 $2.3M
Capstone Wealth Management Group, LLC 1.50% Add +128.5% 5,143 $2.3M
Transform Wealth, LLC 0.17% Reduce -0.9% 5,111 $2.3M
Itau Unibanco Holding S.A. 0.09% New 5,106 $2.3M
Segment Wealth Management, LLC 0.17% Add +3.3% 5,093 $2.3M
M&G PLC 0.02% Add +53.5% 5,069 $2.3M
Riverpark Capital Management LLC 2.99% Reduce -1.7% 5,067 $2.3M
Trust Co. of Vermont 0.12% Add +8.8% 5,049 $2.2M
Hilltop Holdings Inc. 0.26% Reduce -5.5% 4,988 $2.2M
Concurrent Investment Advisors, LLC 0.07% Add +77.5% 4,968 $2.2M
Gilliland Jeter Wealth Management LLC 0.74% No change 4,951 $2.2M
TrinityBridge Ltd 0.07% Add +26.8% 4,939 $2.2M
Texas Yale Capital Corp. 0.10% No change 4,930 $2.2M
HighPoint Advisor Group LLC 0.13% Reduce -1.3% 5,068 $2.2M
Scotia Capital Inc. 0.01% Add +89.6% 4,918 $2.2M
Walleye Trading LLC 0.04% Reduce -85.5% 4,899 $2.2M
Stiles Financial Services Inc 0.83% Reduce -0.1% 4,880 $2.2M
Good Life Advisors, LLC 0.18% Add +232.7% 4,874 $2.2M
Vivid Wealth Management, LLC 1.21% Add +209.4% 4,851 $2.2M
Stonebridge Capital Advisors LLC 0.19% Add +1.5% 4,810 $2.1M
Penserra Capital Management LLC 0.03% Add +5.3% 4,780 $2.1M
HBK Sorce Advisory LLC 0.07% Reduce -5.1% 4,768 $2.1M
Equitable Holdings, Inc. 0.02% Add +6.9% 4,753 $2.1M
Wedmont Private Capital 0.13% Add +8.3% 4,759 $2.1M
Redmond Asset Management, LLC 0.70% Add +0.1% 4,749 $2.1M
Integrated Wealth Concepts LLC 0.03% Add +0.3% 4,731 $2.1M
Angeles Wealth Management, LLC 0.20% Reduce -0.4% 4,728 $2.1M
Prospera Financial Services Inc 0.06% Add +26.1% 4,728 $2.1M
Summit Trail Advisors, LLC 0.06% Add +3.3% 4,714 $2.1M
Nomura Holdings Inc. 0.01% Reduce -83.5% 4,707 $2.1M
South Dakota Investment Council 0.04% Reduce -0.1% 4,653 $2.1M
Malaga Cove Capital, LLC 0.84% Reduce -0.2% 4,643 $2.1M
Eastover Investment Advisors LLC 0.99% Add +2.8% 4,695 $2.1M
Alamar Capital Management, LLC 1.25% — 4,625 $2.1M
Relative Value Partners Group, LLC 0.27% New 4,609 $2.1M
Lake Street Private Wealth, LLC 0.27% Reduce -23.3% 4,609 $2.1M
Conway Capital Management, Inc. 1.02% Reduce -1.1% 4,569 $2.0M
Merit Financial Group, LLC 0.04% Add +3.1% 4,557 $2.0M
Scientech Research LLC 0.42% Add +202.0% 4,542 $2.0M
NorthRock Partners, LLC 0.08% Add +6.0% 4,509 $2.0M
CNB Bank 0.96% Reduce -0.9% 4,508 $2.0M
Avestar Capital, LLC 0.22% Add +18.7% 4,505 $2.0M
Alhambra Investment Management LLC 1.10% No change 4,500 $2.0M
Curi Capital, LLC 0.05% Add +1.6% 4,474 $2.0M
Schechter Investment Advisors, LLC 0.15% Reduce -0.6% 4,456 $2.0M
Evolutionary Tree Capital Management, LLC 2.04% New 4,454 $2.0M
Oliver Lagore Vanvalin Investment Group 0.57% Add +11.2% 4,431 $2.0M
Terra Nova Asset Management LLC 1.55% Add +175.0% 4,430 $2.0M
Intellectus Partners, LLC 0.54% Reduce -13.7% 4,430 $2.0M
Parallax Volatility Advisers, L.P. 0.06% Add +32.5% 4,377 $1.9M
Old National Bancorp 0.05% Reduce -2.9% 4,366 $1.9M
Hollencrest Capital Management 0.09% Add +1.4% 4,344 $1.9M
Ingalls & Snyder LLC 0.08% Add +15.5% 4,335 $1.9M
Next Century Growth Investors LLC 0.16% Reduce -0.3% 4,331 $1.9M
Kingsview Wealth Management, LLC 0.05% Add +4.4% 4,328 $1.9M
Spire Wealth Management 0.07% Reduce -19.3% 4,312 $1.9M
Geneva Capital Management LLC 0.03% Reduce -20.1% 4,308 $1.9M
Crestwood Advisors Group, LLC 0.04% Reduce -0.3% 4,293 $1.9M
Fifth Third Wealth Advisors LLC 0.14% Add +257.6% 4,288 $1.9M
Balboa Wealth Partners 0.50% Reduce -21.3% 4,222 $1.9M
TD Private Client Wealth LLC 0.06% Add +1.1% 4,218 $1.9M
Grandfield & Dodd, LLC 0.12% No change 4,216 $1.9M
GM Advisory Group, LLC 0.12% Add +3.5% 4,213 $1.9M
WoodTrust Financial Corp 0.29% Reduce -1.2% 4,212 $1.9M
Argus Investors' Counsel, Inc. 1.14% New 4,182 $1.9M
Qtron Investments LLC 0.27% Add +37.9% 4,180 $1.9M
SageView Advisory Group, LLC 0.11% Add +837.1% 4,142 $1.8M
&partners 0.08% Add +462.5% 4,123 $1.8M
Mgo One Seven LLC 0.09% Add +76.2% 4,090 $1.8M
Cannell & Spears LLC 0.04% No change 4,085 $1.8M
1858 Wealth Management, LLC 1.50% Add +24.1% 4,072 $1.8M
Trust Asset Management LLC 0.15% No change 4,051 $1.8M
SlateStone Wealth, LLC 0.19% New 4,038 $1.8M
Sepio Capital, LP 0.16% Reduce -0.6% 4,017 $1.8M
Evergreen Capital Management LLC 0.06% Add +1.6% 4,007 $1.8M
E Fund Management Co., Ltd. 0.10% Add +0.8% 3,973 $1.8M
McRae Capital Management Inc. 0.40% No change 3,965 $1.8M
Fort Washington Investment Advisors Inc. 0.01% No change 3,960 $1.8M
Legacy Bridge, LLC 1.03% No change 3,935 $1.8M
ICICI Prudential Asset Management Co Ltd 0.21% Add +11.1% 3,896 $1.7M
Concourse Financial Group Securities, Inc. 0.11% Reduce -22.4% 3,882 $1.7M
McKinley Capital Management LLC 0.30% Reduce -86.0% 3,880 $1.7M
GAMMA Investing LLC 0.24% Add +38.3% 3,879 $1.7M
Willner & Heller, LLC 1.65% No change 3,875 $1.7M
Ritholtz Wealth Management 0.06% Add +4.0% 3,875 $1.7M
Boston Financial Mangement LLC 0.05% Reduce -0.3% 3,857 $1.7M
Howland Capital Management LLC 0.08% No change 3,845 $1.7M
Kingswood Wealth Advisors, LLC 0.15% Add +52.8% 3,840 $1.7M
Waterloo Capital, L.P. 0.20% Add +116.2% 3,838 $1.7M
Wealthcare Advisory Partners LLC 0.05% Add +6.9% 3,823 $1.7M
AE Wealth Management LLC 0.02% Add +24.5% 3,822 $1.7M
Doliver Advisors, LP 0.47% Reduce -1.0% 3,795 $1.7M
Syon Capital LLC 0.15% Add +3.1% 3,733 $1.7M
CHURCHILL MANAGEMENT Corp 0.02% Reduce -10.7% 3,733 $1.7M
Savant Capital, LLC 0.02% Add +0.3% 3,729 $1.7M
Alerus Financial NA 0.12% Reduce -1.0% 3,725 $1.7M
Westmount Partners, LLC 0.55% Add +0.7% 3,794 $1.7M
Iyo Bank, Ltd. 0.59% No change 3,720 $1.7M
Blue Trust, Inc. 0.02% Add +89.1% 4,141 $1.7M
Equitable Trust Co. 0.11% Add +11.6% 3,680 $1.6M
Jamison Private Wealth Management, Inc. 0.27% Reduce -4.9% 3,676 $1.6M
Cigna Investments Inc. 0.31% Reduce -0.7% 3,675 $1.6M
Insigneo Advisory Services, LLC 0.18% Add +14.1% 3,729 $1.6M
180 Wealth Advisors, LLC 0.27% Reduce -0.1% 3,678 $1.6M
Cookson Peirce & Co. Inc. 0.08% Reduce -7.0% 3,651 $1.6M
GraniteShares Advisors LLC 0.54% Add +3.0% 3,644 $1.6M
Valeo Financial Advisors, LLC 0.05% Add +9.8% 3,639 $1.6M
Strategic Blueprint, LLC 0.11% Add +1.9% 3,625 $1.6M
Wilmington Savings Fund Society, FSB 0.06% No change 3,603 $1.6M
Impax Asset Management Group plc 0.01% Add +28.8% 3,590 $1.6M
Wolverine Trading, LLC 0.03% Reduce -22.3% 3,583 $1.6M
Knollwood Investment Advisory, LLC 0.18% No change 3,581 $1.6M
Geller Advisors LLC 0.12% Add +0.8% 3,574 $1.6M
First United Bank & Trust 0.59% Add +2.0% 3,563 $1.6M
Paces Ferry Wealth Advisors, LLC 0.95% Reduce -0.5% 3,544 $1.6M
Leavell Investment Management, Inc. 0.09% Add +16.3% 3,506 $1.6M
Mirador Capital Partners LP 0.29% Reduce -6.7% 3,476 $1.5M
Finivi Inc. 1.27% Add +2.9% 3,452 $1.5M
Ballentine Partners, LLC 0.03% Add +6.6% 3,451 $1.5M
Principle Wealth Partners LLC 0.12% Add +1.1% 3,447 $1.5M
Bedel Financial Consulting, Inc. 0.22% No change 3,444 $1.5M
Alps Advisors Inc. 0.01% Reduce -10.2% 3,435 $1.5M
Venture Visionary Partners LLC 0.07% Add +7.6% 3,400 $1.5M
SWS Partners 0.45% Add +1.2% 3,382 $1.5M
Field & Main Bank 0.56% Add +3.5% 3,372 $1.5M
Sendero Wealth Management, LLC 0.25% No change 3,345 $1.5M
Brandywine Managers, LLC 1.57% No change 3,333 $1.5M
GeoWealth Management, LLC 0.06% Add +10.5% 3,325 $1.5M
Transcend Capital Advisors, LLC 0.11% Add +197.6% 3,315 $1.5M
Americana Partners, LLC 0.12% Add +1.1% 3,313 $1.5M
PFG Investments, LLC 0.11% Add +18.5% 3,310 $1.5M
Clearstead Advisors, LLC 0.03% Add +194.6% 3,302 $1.5M
Arax Advisory Partners 0.14% Add +13.8% 3,246 $1.4M
Money Concepts Capital Corp. 0.12% Add +4.7% 3,240 $1.4M
Inspire Advisors, LLC 0.19% Reduce -3.0% 3,222 $1.4M
Mission Creek Capital Partners, Inc. 0.36% Add +142.2% 3,221 $1.4M
Great Lakes Retirement, Inc. 0.19% New 3,180 $1.4M
Clare Market Investments LLC 0.39% Add +55.8% 3,170 $1.4M
Quadcap Wealth Management, LLC 0.25% Reduce -2.8% 3,169 $1.4M
Western Wealth Management, LLC 0.10% Add +3.5% 3,165 $1.4M
Gilbert & Cook, Inc. 0.21% Reduce -8.8% 3,164 $1.4M
Colonial River Investments, LLC 0.76% Add +9.0% 3,159 $1.4M
Dorsey & Whitney Trust CO LLC 0.10% Reduce -4.7% 3,145 $1.4M
Columbia Bank 0.54% Add +3.7% 3,116 $1.4M
Ascent Group, LLC 0.11% Reduce -13.1% 3,098 $1.4M
Penobscot Investment Management Company, Inc. 0.13% Add +27.3% 3,093 $1.4M
Kintegral Advisory, LLC 0.13% New 3,076 $1.4M
V-Square Quantitative Management LLC 0.22% Reduce -20.4% 3,040 $1.4M
Country Club Bank 0.09% Add +2.0% 3,031 $1.3M
K.J. Harrison & Partners Inc 0.22% Add +49.4% 3,024 $1.3M
Diversify Wealth Management, LLC 0.17% — 3,063 $1.3M
Jackson Square Capital, LLC 0.33% Add +12.8% 3,008 $1.3M
Leonteq Securities AG 0.19% Add +11.2% 3,005 $1.3M
Ashton Thomas Securities, LLC 0.32% — 3,021 $1.3M
Albion Financial Group 0.10% No change 3,000 $1.3M
Flagship Harbor Advisors, LLC 0.08% Add +1.5% 2,995 $1.3M
Reynders McVeigh Capital Management, LLC 0.07% Reduce -0.5% 2,946 $1.3M
Lake Street Advisors Group, LLC 0.06% Add +3.2% 2,924 $1.3M
Insight Inv LLC 1.12% No change 2,920 $1.3M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -2.9% 2,919 $1.3M
Stock Yards Bank & Trust Co. 0.04% Reduce -12.8% 2,917 $1.3M
Circle Wealth Management, LLC 0.03% Reduce -8.5% 2,911 $1.3M
Ironwood Investment Counsel, LLC 0.23% Reduce -3.4% 2,899 $1.3M
Checchi Capital Advisers, LLC 0.10% Add +0.0% 2,899 $1.3M
Fulton Bank, N.A. 0.05% Add +13.1% 2,859 $1.3M
PAX Financial Group, LLC 0.24% Reduce -28.1% 2,806 $1.2M
Sound View Wealth Advisors Group, LLC 0.13% Reduce -1.1% 2,800 $1.2M
Wealth Alliance, LLC 0.16% Add +2.7% 2,796 $1.2M
Pinnacle Wealth Planning Services, Inc. 0.18% Add +1.7% 2,793 $1.2M
Premier Path Wealth Partners, LLC 0.21% Add +2.7% 2,786 $1.2M
Vaughan Nelson Investment Management, L.P. 0.01% Reduce -35.0% 2,770 $1.2M
J.W. Cole Advisors, Inc. 0.06% Add +37.2% 2,767 $1.2M
Institute for Wealth Management, LLC. 0.16% Add +5.6% 2,744 $1.2M
Sentry Investment Management LLC 0.54% Reduce -17.0% 2,741 $1.2M
TB Alternative Assets Ltd. 0.28% New 2,720 $1.2M
Advisors Capital Management, LLC 0.02% Add +103.5% 2,708 $1.2M
Stonegate Investment Group, LLC 0.03% Add +11.3% 2,700 $1.2M
Belpointe Asset Management LLC 0.08% Add +6.0% 2,697 $1.2M
Fairfield Financial Advisors, LTD 0.35% — 2,682 $1.2M
Everhart Financial Group, Inc. 0.31% Add +16.1% 2,678 $1.2M
Centaurus Financial, Inc. 0.08% Reduce -1.1% 2,677 $1.2M
Marcum Wealth, LLC 0.12% Add +1.7% 2,660 $1.2M
Wallace Hart LLC 0.91% Reduce -0.3% 2,636 $1.2M
Douglass Winthrop Advisors, LLC 0.02% Reduce -0.4% 2,621 $1.2M
Diligent Investors, LLC 0.29% Reduce -4.6% 2,608 $1.2M
Joel Isaacson & Co., LLC 0.06% Add +3.2% 2,594 $1.2M
Midwest Professional Planners, LTD. 0.38% Add +12.2% 2,589 $1.2M
Schrum Private Wealth Management LLC 1.03% No change 2,569 $1.1M
Conning Inc. 0.04% Add +2.9% 2,566 $1.1M
La Financiere DE L'echiquier 0.05% Add +4.3% 2,548 $1.1M
Synovus Financial Corp. 0.01% Add +8.0% 2,544 $1.1M
Fielder Capital Group LLC 0.43% Add +1.7% 2,544 $1.1M
BTC Capital Management, Inc. 0.10% Add +13.5% 2,536 $1.1M
Brass Tax Wealth Management, Inc. 0.22% Reduce -1.5% 2,502 $1.1M
AlphaQ Advisors LLC 3.29% Reduce -10.3% 2,502 $1.1M
Catalina Capital Group, LLC 0.42% Add +4.2% 2,502 $1.1M
Harbert Fund Advisors, LLC 0.89% New 2,500 $1.1M
Stone Run Capital, LLC 0.44% No change 2,500 $1.1M
Pinnacle Associates Ltd. 0.02% Reduce -1.5% 2,499 $1.1M
Clarkston Capital Partners, LLC 0.02% No change 2,482 $1.1M
Great Valley Advisor Group, Inc. 0.03% Add +8.3% 2,477 $1.1M
Atwater Malick LLC 0.38% No change 2,475 $1.1M
Fidelis Capital Partners, LLC 0.16% Add +5.3% 2,438 $1.1M
Tiaa Trust, National Association 0.00% Reduce -9.8% 2,461 $1.1M
Waldron Private Wealth LLC 0.05% Add +10.7% 2,453 $1.1M
Guardian Wealth Advisors, LLC / NC 0.13% Add +20.1% 2,439 $1.1M
Empirical Asset Management, LLC 0.41% Add +664.1% 16,848 $1.1M
TCV Trust & Wealth Management, Inc. 0.10% No change 2,421 $1.1M
USA Financial Formulas 0.17% Add +7.8% 2,415 $1.1M
United Asset Strategies, Inc. 0.11% New 2,405 $1.1M
1834 Investment Advisors Co. 0.13% Reduce -7.0% 2,402 $1.1M
Nvwm, LLC 0.28% Reduce -0.6% 2,386 $1.1M
Smartleaf Asset Management LLC 0.17% Add +20.8% 2,376 $1.1M
SpiderRock Advisors, LLC 0.03% Add +0.8% 2,374 $1.1M
KCM Investment Advisors LLC 0.04% Reduce -1.9% 2,373 $1.1M
Harbor Investment Advisory, LLC 0.11% Reduce -0.2% 2,372 $1.1M
Retireful, LLC 0.49% New 2,362 $1.1M
Chicago Partners Investment Group LLC 0.04% Reduce -5.0% 2,428 $1.1M
Tiemann Investment Advisors, LLC 0.46% Reduce -4.1% 2,347 $1.0M
United Advisor Group, LLC 0.32% Reduce -5.7% 2,332 $1.0M
Lebenthal Global Advisors, LLC 0.23% Add +2.5% 2,329 $1.0M
Graypoint LLC 0.07% Add +10.9% 2,321 $1.0M
Brooklyn Investment Group 0.44% No change 2,608 $1.0M
Focus Partners Advisor Solutions, LLC 0.03% Reduce -11.3% 2,314 $1.0M
Manchester Capital Management LLC 0.12% No change 2,314 $1.0M
Flputnam Investment Management Co. 0.02% Reduce -8.5% 2,312 $1.0M
CENTRAL TRUST Co 0.03% Reduce -1.3% 2,309 $1.0M
Harrington Investments, INC 0.58% Reduce -1.5% 2,298 $1.0M
GC Wealth Management RIA, LLC 0.20% Reduce -3.8% 2,297 $1.0M
CreativeOne Wealth, LLC 0.05% Reduce -1.8% 2,283 $1.0M
Rothschild Investment LLC 0.07% Add +3.3% 2,281 $1.0M
AMG National Trust Bank 0.03% Add +17.3% 2,274 $1.0M
Chesapeake Wealth Management 0.36% Add +0.4% 2,262 $1.0M
Virtus Advisers, LLC 0.49% Add +10.3% 2,253 $1.0M
Atlantic Union Bankshares Corp 0.06% New 2,247 $1000K
LBP Am SA 0.04% Reduce -1.9% 2,246 $999K
Heartland Bank & Trust Co 0.57% Reduce -10.3% 2,244 $998K
S&co Inc. 0.07% No change 2,245 $998K
Guerra Pan Advisors, LLC 0.84% Add +86.0% 2,243 $998K
Eastern Bank 0.04% No change 2,240 $996K
Western Pacific Wealth Management, LP 0.75% Reduce -4.4% 2,230 $992K
Brown Brothers Harriman & Co. 0.01% Add +45.3% 2,228 $991K
Legacy Wealth Management, LLC / MS 0.42% No change 2,210 $983K
International Assets Investment Management, LLC 0.09% Reduce -1.3% 2,204 $980K
Bellecapital International Ltd. 0.21% No change 2,201 $979K
EagleClaw Capital Managment, LLC 0.18% No change 2,200 $979K
17 Capital Partners, LLC 0.69% Add +4.8% 2,184 $972K
Zega Financial, LLC 0.35% Add +18.9% 2,184 $972K
Boomfish Wealth Group, LLC 0.63% Reduce -4.7% 2,177 $968K
Senator Investment Group LP 0.05% No change 2,174 $967K
FUKOKU MUTUAL LIFE INSURANCE Co 0.07% Reduce -1.8% 2,151 $957K
NorthCoast Asset Management LLC 0.01% Add +180.1% 2,143 $954K
Moseley Investment Management Inc. 0.44% Reduce -9.9% 2,144 $954K
Ancora Advisors LLC 0.02% No change 2,143 $953K
Founders Financial Securities LLC 0.09% Add +10.6% 2,139 $952K
Ellevest, Inc. 0.06% Add +8.3% 2,134 $949K
Hemington Wealth Management 0.32% Reduce -18.7% 2,131 $947K
Mather Group, Llc. 0.01% Add +49.7% 2,371 $946K
Alpha Family Trust 0.55% No change 2,125 $945K
Allianz SE 0.03% Reduce -73.6% 2,111 $939K
Wormser Freres Gestion 0.61% Add +29.9% 2,041 $938K
Rowlandmiller & Partners.adv 0.20% Add +6.4% 2,108 $938K
Farther Finance Advisors, LLC 0.05% Add +17.2% 2,146 $936K
LaFleur & Godfrey LLC 0.14% Reduce -4.8% 2,101 $935K
Atlas Wealth Partners, LLC 3.95% No change 2,100 $934K
Allegheny Financial Group 0.27% Add +0.3% 2,087 $928K
Wealth Architects, LLC 0.11% Add +0.8% 2,080 $925K
Martin Currie Ltd. 0.03% Reduce -33.0% 2,073 $922K
Avantax Planning Partners, Inc. 0.03% Add +16.1% 2,065 $919K
OneAscent Financial Services LLC 0.13% Reduce -5.6% 2,063 $918K
Chapman Investment Management, LLC 0.70% New 2,057 $915K
Avitas Wealth Management LLC 0.13% Reduce -5.7% 2,047 $911K
Beacon Financial Planning, Inc. 0.62% No change 2,044 $909K
Howard Capital Management Group, LLC 0.07% Reduce -4.9% 2,033 $904K
Realta Investment Advisors 0.18% Add +27.7% 2,026 $901K
Mendel Money Management 0.42% Add +0.8% 2,022 $899K
Centennial Bank 0.44% Reduce -0.3% 2,011 $895K
Freedom Investment Management, Inc. 0.07% Reduce -6.3% 2,005 $892K
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -6.7% 2,002 $891K
AlphaCentric Advisors LLC 0.66% Reduce -33.3% 2,000 $890K
NCP Inc. 0.56% No change 2,000 $890K
Codex Capital Asset Management L.L.C. 0.41% — 2,000 $890K
PKO Investment Management Joint-Stock Co 0.11% Reduce -33.3% 2,000 $890K
Two Sigma Securities, LLC 0.04% Reduce -54.0% 2,000 $890K
Two Sigma Investments, LP 0.00% Reduce -0.1% 2,000 $890K
Heritage Wealth Advisors 0.04% No change 1,992 $886K
Liberty Capital Management, Inc. 0.21% Add +19.5% 1,990 $885K
SeaCrest Wealth Management, LLC 0.10% Add +3.1% 1,981 $881K
Legacy Financial Advisors, Inc. 0.16% Add +5.4% 1,976 $879K
IFP Advisors, Inc 0.03% Add +18.5% 1,969 $876K
JGP Wealth Management, LLC 0.12% Add +5.4% 1,967 $875K
Clarius Group, LLC 0.06% Reduce -6.2% 1,967 $875K
Perennial Investment Advisors, LLC 0.13% Add +6.4% 1,964 $874K
Altfest L J & Co. Inc. 0.12% Add +3.0% 1,963 $873K
Bank of Marin 0.75% Reduce -4.5% 1,958 $871K
Caldwell Trust Co 0.10% Add +8.2% 1,958 $871K
Wealth Management Partners, LLC 0.42% Add +238.8% 1,945 $865K
Forum Financial Management, LP 0.02% Reduce -0.3% 1,931 $859K
Ausdal Financial Partners, Inc. 0.09% Add +0.5% 1,928 $858K
Ameritas Advisory Services, LLC 0.03% Add +55.7% 1,912 $851K
Dana Investment Advisors, Inc. 0.03% Add +5.0% 1,904 $847K
Aaron Wealth Advisors LLC 0.12% Add +13.1% 1,904 $847K
Monetary Management Group Inc. 0.22% No change 1,895 $843K
Avior Wealth Management, LLC 0.04% Reduce -16.5% 1,895 $843K
Moneta Group Investment Advisors LLC 0.01% Add +182.4% 1,875 $834K
OneAscent Wealth Management LLC 0.43% Reduce -2.2% 1,864 $829K
Patron Partners, LLC 0.48% Add +3.9% 1,845 $821K
CX Institutional 0.04% Reduce -0.8% 1,845 $821K
Park Place Capital Corp 0.26% Reduce -2.8% 1,833 $815K
Prosperity Consulting Group, LLC 0.11% Add +24.4% 1,831 $815K
Lewis Asset Management, LLC 0.62% Add +3.4% 1,825 $812K
Simon Quick Advisors, LLC 0.06% Add +10.6% 1,820 $810K
IHT Wealth Management, LLC 0.03% Add +13.2% 1,814 $807K
Liberty One Investment Management, LLC 0.09% Reduce -7.0% 1,809 $805K
Icon Wealth Advisors, LLC 0.07% Add +267.8% 1,802 $801K
Northcape Capital Pty Ltd 0.12% New 1,795 $799K
Alera Investment Advisors, LLC 0.10% Reduce -42.7% 1,790 $796K
One Capital Management, LLC 0.03% New 1,775 $790K
Commerzbank Aktiengesellschaft 0.03% Add +6.1% 1,774 $789K
Nia Impact Advisors, LLC 0.28% No change 1,770 $787K
Ellerson Group Inc. 0.60% No change 1,770 $787K
First Heartland Consultants, Inc. 0.08% Add +1.3% 1,768 $787K
Catalyst Financial Partners LLC 0.17% Add +4.6% 1,767 $786K
Financial Advocates Investment Management 0.05% Add +3.8% 1,765 $785K
Weaver Capital Management LLC 0.25% Add +20.1% 1,764 $785K
JGP Global Gestao de Recursos Ltda. 1.00% Reduce -1.2% 1,764 $785K
Park National Corp. 0.03% Add +0.8% 1,764 $785K
Missouri Trust & Investment Co 0.29% No change 1,755 $781K
Sage Mountain Advisors LLC 0.07% Add +28.3% 1,755 $781K
Rehmann Capital Advisory Group 0.06% Reduce -0.2% 1,750 $778K
Modera Wealth Management, LLC 0.01% Reduce -0.8% 1,726 $768K
Essex Financial Services, Inc. 0.06% Add +2.9% 1,654 $767K
Empower Advisory Group, LLC 0.00% Add +2.3% 1,714 $762K
J. Goldman & Co LP 0.03% Reduce -64.9% 1,710 $761K
Verdence Capital Advisors LLC 0.07% Reduce -17.0% 1,704 $758K
InTrack Investment Management Inc 0.54% New 1,700 $756K
Elevated Capital Advisors, LLC 0.21% Add +9.3% 1,700 $756K
All Terrain Financial Advisors, LLC 0.32% No change 1,699 $756K
Richard W. Paul & Associates, LLC 0.29% Add +4.2% 1,683 $749K
NBT Bank, N.A. 0.05% Add +0.8% 1,681 $748K
Composition Wealth, LLC 0.02% Add +13.4% 1,676 $746K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +81.9% 1,675 $745K
Trust Point Inc. 0.06% Reduce -7.6% 1,673 $744K
Martingale Asset Management L P 0.02% Reduce -50.1% 1,670 $743K
Voya Financial Advisors, Inc. 0.08% Reduce -9.5% 1,661 $739K
Certuity, LLC 0.06% Reduce -3.0% 1,655 $736K
Heritage Trust Co 0.10% Reduce -1.6% 1,651 $734K
Parsons Capital Management Inc. 0.05% No change 1,650 $734K
TFB Advisors LLC 0.24% Add +18.5% 1,639 $729K
Proficio Capital Partners LLC 0.08% Add +6.8% 1,633 $726K
RB Capital Management, LLC 0.19% Reduce -3.0% 1,632 $726K
Beese Fulmer Investment Management, Inc. 0.07% Add +4.0% 1,621 $721K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.08% Add +5.9% 1,617 $719K
Aviance Capital Partners, LLC 0.10% Add +5.3% 1,615 $718K
Financial Management Professionals, Inc. 0.10% Add +18.3% 1,613 $718K
CHICAGO TRUST Co NA 0.15% Reduce -1.3% 1,612 $717K
Main Street Financial Solutions, LLC 0.07% Reduce -3.1% 1,610 $716K
First Manhattan Co. Llc. 0.00% Add +39.4% 1,610 $716K
Pine Haven Investment Counsel, Inc 0.62% Reduce -1.0% 1,609 $716K
Prairie Wealth Advisors, Inc. 0.36% Reduce -7.2% 1,605 $714K
Lindbrook Capital, LLC 0.07% Add +9.8% 1,590 $707K
1776 Wealth LLC 0.32% Add +1.3% 1,586 $706K
Childress Capital Advisors, LLC 0.20% Reduce -0.4% 1,579 $702K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +0.2% 1,574 $700K
SPC Financial, Inc. 0.06% No change 1,574 $700K
J. W. Coons Advisors, LLC 0.13% Add +4.0% 1,570 $698K
Virtue Capital Management, LLC 0.12% Reduce -20.1% 1,518 $694K
Parnassus Investments, LLC 0.00% Add +46.8% 1,559 $694K
Strategy Asset Managers LLC 0.15% Reduce -26.1% 2,023 $692K
Arkadios Wealth Advisors 0.05% Reduce -0.2% 1,541 $686K
Waters Parkerson & Co., LLC 0.04% Add +0.3% 1,540 $685K
Integrated Advisors Network LLC 0.04% Reduce -3.8% 1,539 $685K
Sunbelt Securities, Inc. 0.07% Reduce -42.7% 1,523 $678K
Davis R M Inc. 0.01% Reduce -2.8% 1,522 $677K
Trivium Point Advisory, LLC 0.10% Add +30.8% 1,521 $677K
Pegasus Partners Ltd. 0.07% Add +25.5% 1,517 $675K
Cassady Schiller Wealth Management, LLC 0.27% No change 1,515 $674K
Pure Financial Advisors, LLC 0.02% Add +2.4% 1,506 $670K
WBH Advisory Inc. 0.07% Reduce -0.1% 1,500 $667K
Norris Perne & French LLP 0.05% Add +3.5% 1,492 $664K
GPS Wealth Strategies Group, LLC 0.10% Add +13.6% 1,485 $661K
Clear Creek Financial Management, LLC 0.08% Add +5.9% 1,485 $661K
Cambridge Advisors Inc. 0.15% No change 1,478 $657K
Harbour Investments, Inc. 0.02% Add +3.3% 1,473 $655K
WealthPlan Investment Management, LLC 0.10% No change 1,470 $654K
Fulton Breakefield Broenniman LLC 0.05% Reduce -11.4% 1,458 $649K
Pallas Capital Advisors LLC 0.03% Add +1.2% 1,555 $647K
Gryphon Financial Partners LLC 0.10% Reduce -15.2% 1,451 $645K
Prelude Capital Management, LLC 0.05% Reduce -45.7% 1,450 $645K
Aviso Financial Inc. 0.04% — 1,449 $645K
Secure Asset Management, LLC 0.12% New 1,447 $644K
Guardian Financial Partners, LLC 0.42% No change 1,440 $641K
Quotient Wealth Partners, LLC 0.02% Add +10.2% 1,440 $641K
Tsfg, LLC 0.15% No change 1,430 $636K
Bryn Mawr Trust Advisors, LLC 0.04% Add +3.8% 1,428 $635K
Advisory Alpha, LLC 0.02% Add +36.5% 1,417 $630K
NorthCrest Asset Manangement, LLC 0.02% Add +3.4% 1,410 $627K
Everpar Advisors LLC 0.31% Add +32.8% 1,409 $627K
Moran Wealth Management, LLC 0.02% Add +35.1% 1,408 $626K
Resonant Capital Advisors, LLC 0.05% Reduce -6.3% 1,407 $626K
SFE Investment Counsel 0.14% Reduce -0.4% 1,404 $625K
Tradition Wealth Management, LLC 0.06% Reduce -6.8% 1,404 $625K
Morningstar Investment Services LLC 0.01% Add +46.5% 1,403 $624K
Biltmore Family Office, LLC 0.11% Reduce -4.3% 1,397 $621K
Covenant Partners, LLC 0.19% No change 1,396 $621K
DGS Capital Management, LLC 0.17% Add +9.1% 1,391 $619K
Johnson Financial Group, Inc. 0.03% Add +938.9% 1,361 $605K
Private Wealth Partners, LLC 0.05% Add +7.3% 1,361 $605K
Brown, Lisle/Cummings, Inc. 0.20% Add +87.0% 1,356 $603K
Turtle Creek Wealth Advisors, LLC 0.14% Add +9.6% 1,354 $602K
Resources Management Corp. /CT/ 0.09% No change 1,350 $601K
L2 Asset Management, LLC 0.18% Add +15.9% 1,351 $601K
Blue Fin Capital, Inc. 0.12% Add +52.3% 1,346 $599K
KRS Capital Management, LLC 0.45% Add +8.5% 1,345 $598K
Quent Capital, LLC 0.07% Add +2.4% 1,334 $593K
Prosperity Wealth Management, Inc. 0.29% New 1,330 $592K
Mutual Advisors, LLC 0.02% Reduce -8.7% 1,326 $588K
LVW Advisors, LLC 0.09% Add +9.9% 1,320 $587K
TFC Financial Management, Inc. 0.10% No change 1,317 $586K
LRI Investments, LLC 0.07% Add +1668.9% 1,309 $582K
Personal Cfo Solutions, LLC 0.09% Reduce -3.8% 1,308 $582K
Ullmann Wealth Partners Group, LLC 0.08% Add +6.4% 1,308 $582K
Kenora Financial, LLC 0.24% Reduce -2.3% 1,301 $579K
Gerber Kawasaki Wealth & Investment Management 0.03% Reduce -4.4% 1,291 $574K
PDS Planning, Inc 0.06% Reduce -6.9% 1,291 $574K
Truvestments Capital LLC 0.23% Add +23.9% 1,289 $573K
Oarsman Capital, Inc. 0.13% Reduce -2.7% 1,282 $570K
American State Bank (Iowa) 0.36% Reduce -0.4% 1,277 $568K
Maxi Investments CY Ltd 0.13% Add +63.5% 1,272 $566K
Drive Wealth Management, LLC 0.15% Add +3.0% 1,257 $559K
Kovack Advisors, Inc. 0.06% Reduce -5.1% 1,253 $557K
First Dallas Securities Inc. 0.24% No change 1,250 $556K
Norden Group LLC 0.11% Add +29.6% 1,240 $552K
First Business Financial Services, Inc. 0.06% Reduce -0.1% 1,239 $551K
Investmark Advisory Group LLC 0.29% No change 1,232 $548K
Bailard, Inc. 0.02% Add +25.0% 1,230 $547K
Cobblestone Capital Advisors LLC 0.03% Add +13.9% 1,226 $545K
Choate Investment Advisors 0.01% Reduce -0.6% 1,223 $544K
Channel Wealth LLC 0.20% No change 1,218 $542K
Cornell Pochily Investment Advisors, Inc. 0.21% Add +78.7% 1,215 $540K
Allstate Corp. 0.04% Reduce -1.1% 1,214 $540K
Csenge Advisory Group 0.03% Reduce -1.2% 1,214 $540K
KPP Advisory Services LLC 0.14% Add +11.8% 1,208 $537K
True North Advisors, LLC 0.14% Reduce -3.3% 1,207 $537K
Planning Center, Inc. 0.07% No change 1,201 $534K
Concord Wealth Partners 0.09% Reduce -6.0% 1,199 $533K
Interchange Capital Partners, LLC 0.20% Add +4.9% 1,197 $532K
Wesbanco Bank Inc. 0.02% Add +0.8% 1,193 $531K
Yarbrough Capital, LLC 0.02% No change 1,190 $529K
Veery Capital, LLC 0.21% Add +0.3% 1,189 $529K
Compound Planning, Inc. 0.04% Add +36.7% 1,185 $527K
Apriem Advisors 0.06% No change 1,183 $526K
KG Capital Management 0.18% Add +59.6% 1,181 $525K
Ignite Planners, LLC 0.13% Add +1.4% 1,180 $524K
Contravisory Investment Management, Inc. 0.12% Add +7.0% 1,174 $522K
Capital Market Strategies LLC 0.33% Reduce -2.0% 1,166 $519K
Moors & Cabot, Inc. 0.03% Add +2.3% 1,159 $516K
EverSource Wealth Advisors, LLC 0.03% Add +32.1% 1,157 $514K
Rossmore Private Capital 0.07% Add +1.2% 1,153 $513K
Navalign, LLC 0.16% Reduce -14.8% 1,150 $512K
Wealthspire Advisors, LLC 0.01% Add +10.9% 1,145 $509K
Cromwell Holdings LLC 0.30% — 1,144 $509K
Humankind Investments LLC 0.14% Add +20.8% 1,143 $508K
Evercore Wealth Management, LLC 0.01% No change 1,140 $507K
Geneos Wealth Management Inc. 0.02% Add +48.6% 1,138 $506K
Spirepoint Private Client, LLC 0.07% No change 1,137 $506K
Bordeaux Wealth Advisors LLC 0.10% Add +94.3% 1,133 $504K
Green Alpha Advisors, LLC 0.40% Reduce -11.5% 1,131 $503K
Revolve Wealth Partners, LLC 0.08% Reduce -1.8% 1,131 $503K
Vicus Capital 0.05% Add +25.1% 1,127 $501K
Draper Asset Management, LLC 0.38% Reduce -0.7% 1,125 $500K
LJI Wealth Management, LLC 0.11% No change 1,124 $500K
Kapstone Financial Advisors LLC 0.33% No change 1,122 $499K
Wolff Wiese Magana LLC 0.39% Add +1.7% 1,115 $496K
9258 Wealth Management, LLC 0.08% Add +17.4% 1,115 $496K
TrinityPoint Wealth, LLC 0.08% Reduce -9.2% 1,112 $495K
TRUE Private Wealth Advisors 0.06% Reduce -0.2% 1,107 $492K
Investment Partners, LTD. 0.22% Reduce -2.6% 1,101 $490K
Mitchell Sinkler & Starr 0.13% Reduce -3.4% 1,174 $489K
BSW Wealth Partners 0.08% Add +12.3% 1,098 $488K
ZWJ Investment Counsel Inc. 0.02% Reduce -2.4% 1,093 $486K
Financial Management Network Inc. 0.12% No change 1,095 $486K
Great Diamond Partners, LLC 0.11% Reduce -1.3% 1,092 $486K
Financial Perspectives, Inc 0.18% No change 1,091 $485K
Warther Private Wealth, LLC 0.19% New 1,089 $484K
Naples Global Advisors, LLC 0.05% Reduce -1.2% 1,085 $483K
Trueblood Wealth Management, LLC 0.27% No change 1,079 $480K
Sharp Wealth Advisory, LLC 0.41% No change 1,075 $478K
TCI Wealth Advisors, Inc. 0.04% Add +0.3% 1,070 $476K
HCR Wealth Advisors 0.07% Add +14.2% 1,070 $476K
Visionary Wealth Advisors 0.03% Add +6.0% 1,069 $476K
Focus Financial Network, Inc. 0.02% Reduce -39.6% 1,113 $475K
MassMutual Private Wealth & Trust, FSB 0.01% Add +13.8% 1,058 $471K
Lion Street Advisors, LLC 0.17% Reduce -10.9% 1,051 $468K
Connecticut Wealth Management, LLC 0.02% Reduce -4.1% 1,051 $467K
CoreCap Advisors, LLC 0.05% Reduce -28.9% 1,050 $467K
Clifford Swan Investment Counsel LLC 0.02% No change 1,050 $467K
AXS Investments LLC 0.13% Reduce -27.6% 1,049 $467K
Pictet North America Advisors SA 0.05% Add +15.9% 1,049 $467K
Fortitude Advisory Group L.L.C. 0.28% Add +22.0% 1,042 $464K
Unique Wealth Strategies, LLC 0.22% No change 1,160 $463K
Epoch Investment Partners, Inc. 0.00% Add +7.1% 1,036 $461K
Encompass Wealth Advisors, LLC 0.12% No change 1,035 $461K
Triangle Securities Wealth Management 0.13% No change 1,030 $458K
Systematic Alpha Investments, LLC 0.02% No change 1,029 $458K
Hall Laurie J Trustee 0.16% Reduce -8.9% 1,025 $456K
D.B. Root & Company, LLC 0.16% Add +0.5% 1,024 $456K
Kolinsky Wealth Management, LLC 0.33% Add +12.3% 1,020 $454K
Accredited Investors Inc. 0.03% Reduce -4.9% 1,020 $454K
Souders Financial Advisors 0.07% Add +1.6% 1,016 $452K
Atlas Brown,Inc. 0.16% Add +43.5% 1,012 $450K
Steel Grove Capital Advisors, LLC 0.06% Add +80.5% 1,009 $449K
Palisade Asset Management, LLC 0.05% No change 1,009 $449K
Anchor Investment Management, LLC 0.05% Reduce -41.1% 1,009 $449K
Parcion Private Wealth LLC 0.04% Add +0.5% 1,009 $449K
Portside Wealth Group, LLC 0.09% Add +12.2% 1,009 $449K
Tufton Capital Management 0.09% Reduce -1.0% 1,008 $448K
Trinity Legacy Partners, LLC 0.13% Add +29.3% 1,006 $448K
Stokes Family Office, LLC 0.05% Add +4.3% 1,006 $448K
Hobbs Group Advisors, LLC 0.17% — 1,002 $446K
nVerses Capital, LLC 0.27% New 1,000 $445K
Alta Advisers Ltd 0.21% No change 1,000 $445K
LGT Fund Management Co Ltd. 0.06% No change 1,000 $445K
First Affirmative Financial Network 0.31% Add +2.7% 996 $443K
Ipswich Investment Management Co., Inc. 0.10% Add +4.7% 995 $443K
AIMZ Investment Advisors, LLC 0.16% No change 990 $440K
Merriman Wealth Management, LLC 0.02% Reduce -11.5% 988 $439K
Creative Financial Designs Inc. 0.04% Add +11.4% 985 $438K
Moneco Advisors, LLC 0.06% Reduce -2.7% 985 $438K
UNIVEST FINANCIAL Corp 0.12% Add +57.8% 977 $435K
Goepper Burkhardt LLC 0.20% No change 972 $432K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.14% New 972 $432K
LexAurum Advisors, LLC 0.11% No change 970 $432K
Acropolis Investment Management, LLC 0.03% No change 968 $431K
Wambolt & Associates, LLC 0.13% Reduce -8.4% 987 $431K
Perissos Private Wealth Management, LLC 0.39% No change 966 $430K
Beacon Financial Group 0.05% Add +5.7% 966 $430K
DRW Securities, LLC 0.03% New 962 $428K
Sittner & Nelson, LLC 0.21% No change 959 $427K
Strait & Sound Wealth Management LLC 0.22% New 956 $425K
Garden State Investment Advisory Services LLC 0.15% Add +7.9% 956 $425K
Nicolet Advisory Services, LLC 0.04% Reduce -9.9% 954 $424K
Baker Tilly Wealth Management, LLC 0.17% Reduce -37.0% 952 $423K
Ascentis Independent Advisors 0.09% — 952 $423K
New Hampshire Trust 0.10% No change 949 $422K
Weybosset Research & Management LLC 0.16% New 947 $421K
Journey Strategic Wealth LLC 0.02% Reduce -8.6% 941 $419K
Mokosak Advisory Group, LLC 0.14% No change 940 $418K
Cross Staff Investments Inc 0.35% No change 936 $416K
University of Texas/Texas Am Investment Management Co. 0.08% New 935 $416K
Wealth Management Associates, Inc. 0.19% No change 930 $414K
Dearborn Partners LLC 0.02% Add +4.0% 927 $412K
Avion Wealth 0.11% Add +0.9% 928 $412K
Legacy Capital Wealth Partners, LLC 0.10% New 923 $411K
FAS Wealth Partners, Inc. 0.04% Add +4.7% 921 $410K
CYBER HORNET ETFs LLC 0.45% Add +0.7% 919 $409K
Whitaker-Myers Wealth Managers, LTD. 0.15% Add +6.3% 914 $407K
WESPAC Advisors SoCal, LLC 0.10% No change 913 $406K
Valmark Advisers, Inc. 0.01% Add +6.4% 909 $404K
Prosperity Financial Group, Inc. 0.25% Add +9.7% 907 $403K
Financial Enhancement Group LLC 0.06% New 893 $403K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -28.6% 904 $402K
Claro Advisors Inc. 0.06% Add +10.3% 903 $402K
Ledgewood Wealth Advisors, LLC 0.35% No change 900 $400K
NORTHSTAR ASSET MANAGEMENT Co 0.10% No change 900 $400K
Parkside Investments, LLC 0.06% No change 900 $400K
GLOBALT Investments LLC / GA 0.02% No change 900 $400K
Vigilare Wealth Management 0.18% No change 898 $399K
Austin Private Wealth, LLC 0.04% Add +4.8% 897 $399K
Legacy Advisors, LLC 0.05% Reduce -21.8% 891 $396K
StrongBox Wealth, LLC 0.19% Add +8.8% 889 $395K
Fiduciary Financial Group, LLC 0.10% — 900 $394K
Clarus Group, Inc. 0.17% No change 885 $394K
Journey Advisory Group, LLC 0.05% Add +12.9% 884 $393K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.10% Reduce -1.6% 881 $392K
Thrive Wealth Management, LLC 0.08% Reduce -2.8% 872 $388K
Verus Capital Partners, LLC 0.04% Add +11.5% 871 $387K
Glassy Mountain Advisors, Inc. 0.14% No change 868 $386K
Delta Financial Group, Inc. 0.16% Add +2.5% 868 $386K
Kercheville Advisors, LLC 0.17% Add +32.1% 865 $385K
Callahan Advisors, LLC 0.04% No change 862 $383K
Bank of Stockton 0.12% New 860 $383K
Morningstar Investment Management LLC 0.04% No change 855 $380K
Ferguson Wellman Capital Management, Inc. 0.01% No change 850 $378K
Bank Hapoalim BM 0.06% No change 847 $377K
Kirtland Hills Capital Management, LLC 0.31% Add +1.1% 846 $376K
Robertson Stephens Wealth Management, LLC 0.02% Add +16.4% 846 $376K
Independence Bank of Kentucky 0.10% No change 845 $376K
Rollins Financial Advisors, LLC 0.06% No change 842 $375K
Holderness Investments Co. 0.09% No change 840 $374K
Mayflower Financial Advisors, LLC 0.06% Add +4.3% 839 $373K
Finer Wealth Management, Inc. 0.24% No change 837 $372K
Vertex Planning Partners, LLC 0.09% Add +1.4% 819 $364K
Quantum Portfolio Management LLC 0.21% Add +20.8% 818 $364K
Jupiter Asset Management Ltd. 0.00% New 818 $364K
Granite Investment Partners, LLC 0.01% No change 816 $363K
Physician Wealth Advisors, Inc. 0.07% Reduce -2.9% 824 $361K
Wrapmanager Inc. 0.10% Add +8.1% 811 $361K
FFT Wealth Management LLC 0.03% Reduce -24.7% 811 $361K
Bridgefront Capital, LLC 0.15% New 810 $360K
Values First Advisors, Inc. 0.22% Add +32.2% 808 $360K
Financial Insights, Inc. 0.10% No change 807 $359K
Pension & Wealth Management Advisors, Inc. 0.20% Add +7.1% 801 $357K
Arcataur Capital Management LLC 0.13% No change 801 $356K
Cordgrass Capital Advisors, LLC 0.11% No change 801 $356K
ProVise Management Group, LLC 0.03% No change 801 $356K
Arnhold LLC 0.04% No change 800 $356K
Modern Wealth Management, LLC 0.03% Add +3.8% 799 $355K
Canopy Partners, LLC 0.17% Add +0.6% 799 $355K
Riversedge Advisors, LLC 0.09% Add +1.6% 799 $355K
Howard Financial Services, LTD. 0.06% Reduce -6.3% 799 $355K
Diversified, LLC 0.04% Add +14.8% 798 $355K
Saiph Capital, LLC 0.16% Add +10.7% 797 $355K
Sonora Investment Management Group, LLC 0.03% No change 875 $349K
Middleton & Co. Inc. 0.04% No change 783 $348K
BLB&B Advisors, LLC 0.02% Add +28.6% 783 $348K
Sivia Capital Partners, LLC 0.23% Add +6.1% 781 $347K
Level Four Advisory Services, LLC 0.02% Reduce -26.9% 778 $346K
MIdWestOne Financial Group, Inc. 0.06% Add +5.4% 777 $346K
Hutchens & Kramer Investment Management Group, LLC 0.19% Reduce -1.7% 791 $345K
Confluence Wealth Services, Inc. 0.03% Add +16.2% 774 $344K
Advance Capital Management, Inc. 0.02% Add +3.9% 769 $342K
Magellan Asset Management Ltd 0.00% Add +19.9% 764 $340K
Granite Group Advisors, LLC 0.26% Reduce -63.2% 761 $339K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -8.4% 760 $338K
Paragon Private Wealth Management, LLC 0.19% New 759 $338K
Semus Wealth Partners LLC 0.26% Reduce -1.2% 757 $337K
United Capital Management of KS, Inc. 0.07% No change 757 $337K
Canandaigua National Bank & Trust Co. 0.04% Reduce -8.3% 757 $337K
SWP Financial LLC 0.22% No change 756 $336K
Guyasuta Investment Advisors Inc. 0.02% No change 990 $334K
Autumn Glory Partners, LLC 0.17% No change 750 $334K
MRA Advisory Group 0.19% Reduce -56.0% 745 $331K
Edge Capital Group, LLC 0.02% Add +6.3% 744 $331K
McKinley Carter Wealth Services, Inc. 0.02% Add +1.5% 743 $331K
Smith Salley Wealth Management 0.02% No change 742 $330K
Fourpath Capital Management, LLC 0.24% Add +10.1% 742 $330K
Magnus Financial Group LLC 0.04% Reduce -0.7% 741 $330K
Destination Wealth Management 0.01% Add +0.8% 740 $329K
Fairscale Capital, LLC 0.29% — 751 $329K
Vest Financial, LLC 0.01% Reduce -4.2% 738 $328K
Ulland Investment Advisors, LLC 0.25% No change 738 $328K
Vaughan David Investments LLC 0.01% Add +0.7% 733 $326K
West Family Investments, Inc. 0.10% Add +23.7% 731 $325K
IFG Advisory, LLC 0.02% New 728 $324K
Janiczek Wealth Management, LLC 0.07% Add +2.7% 727 $323K
Capital Investment Advisors, LLC 0.01% Add +11.7% 725 $323K
Silvia McColl Wealth Management, LLC 0.27% Reduce -0.3% 725 $323K
TFG Advisers LLC 0.12% Add +11.2% 717 $319K
AdvisorNet Financial, Inc 0.03% Add +0.4% 715 $318K
Patriot Financial Group Insurance Agency, LLC 0.05% Reduce -2.6% 714 $318K
New Harbor Financial Group, LLC 0.11% New 713 $317K
Fortune Financial Advisors, LLC 0.19% No change 710 $316K
Gratus Capital, LLC 0.01% New 710 $316K
Symmetry Partners, LLC 0.02% Reduce -28.8% 709 $315K
Trillium Asset Management, LLC 0.01% No change 707 $315K
WR Wealth Planners, LLC 0.10% Add +8.6% 707 $315K
Parkside Financial Bank & Trust 0.05% Add +0.7% 702 $312K
Buck Wealth Strategies, LLC 0.09% New 700 $311K
One Wealth Management Investment & Advisory Services, LLC 0.12% Add +3.4% 697 $310K
Regent Peak Wealth Advisors LLC 0.07% Add +2.8% 697 $310K
Rosenblum Silverman Sutton S F Inc. 0.08% No change 695 $309K
Hendershot Investments Inc. 0.04% Add +3.1% 693 $308K
Nations Financial Group Inc, /Ia/ 0.03% New 691 $307K
Cable Hill Partners, LLC 0.03% New 686 $305K
Klingman & Associates, LLC 0.02% Add +34.1% 681 $303K
Carolinas Wealth Consulting LLC 0.06% Add +2.0% 677 $301K
Burford Brothers, Inc. 0.17% Reduce -0.1% 676 $301K
Viewpoint Capital Management LLC 0.18% No change 675 $300K
Baron Wealth Management LLC 0.16% Add +0.9% 675 $300K
Total Clarity Wealth Management, Inc. 0.10% Add +3.1% 673 $299K
Kowal Investment Group, LLC 0.06% New 673 $299K
Dunhill Financial, LLC 0.18% Add +1138.9% 669 $298K
Dividend Assets Capital, LLC 0.06% No change 668 $297K
Smith & Howard Wealth Management, LLC 0.09% No change 667 $297K
WMS Partners, LLC 0.02% Reduce -5.1% 666 $296K
Callan Capital, LLC 0.02% Add +12.0% 662 $294K
Bremer Bank National Association 0.06% Add +3.0% 661 $294K
Grove Bank & Trust 0.05% No change 661 $294K
Kades & Cheifetz LLC 0.18% Reduce -1.4% 660 $294K
Spectrum Wealth Counsel, LLC 0.04% Reduce -20.2% 654 $291K
Seven Mile Advisory 0.21% Add +6.7% 653 $290K
Traveka Wealth, LLC 0.14% Add +5.7% 648 $288K
Vise Technologies, Inc. 0.05% Add +22.5% 643 $286K
New Wave Wealth Advisors LLC 0.15% — 642 $286K
Koshinski Asset Management, Inc. 0.03% New 3,993 $285K
Stephens Investment Management Group LLC 0.00% Add +3.2% 641 $285K
Spinnaker Investment Group, LLC 0.08% Add +2.4% 640 $285K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Reduce -72.7% 640 $285K
Hemenway Trust Co LLC 0.02% Reduce -0.8% 639 $284K
Greenup Street Wealth Management LLC 0.07% New 638 $284K
Successful Portfolios LLC 0.20% No change 632 $281K
Napa Wealth Management 0.19% Reduce -2.3% 632 $281K
TrueWealth Advisors, LLC 0.10% New 630 $280K
Cooper Financial Group 0.04% Add +9.2% 629 $280K
Florida Trust Wealth Management Co 0.01% Reduce -0.8% 625 $278K
Strategic Advisors LLC 0.05% Add +0.8% 624 $278K
Advisor OS, LLC 0.03% Add +3.5% 623 $277K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -24.3% 622 $277K
Valley National Advisers Inc. 0.04% Add +29.3% 622 $276K
Tyler-Stone Wealth Management 0.11% No change 620 $276K
Laffer Tengler Investments, Inc. 0.07% No change 618 $275K
Arden Trust Co 0.04% Reduce -1.3% 616 $274K
Morling Financial Advisors, LLC 0.12% Add +16.7% 615 $274K
Strengthening Families & Communities, LLC 0.08% Add +0.7% 613 $273K
Eagle Bay Advisors LLC 0.17% Reduce -34.4% 613 $273K
Fragasso Financial Advisors Inc 0.02% Add +12.1% 613 $273K
Avidian Wealth Enterprises, LLC 0.01% New 613 $273K
Montecito Bank & Trust 0.06% Reduce -24.7% 612 $272K
Trust Co 0.04% No change 612 $272K
First Foundation Advisors 0.01% Reduce -14.2% 612 $272K
Triad Wealth Partners, LLC 0.14% New 610 $271K
Portfolio Design Labs, LLC 0.08% Reduce -69.3% 607 $270K
Avalon Trust Co 0.02% Reduce -13.9% 605 $269K
WealthPLAN Partners, LLC 0.03% Reduce -23.0% 603 $268K
New Republic Capital, LLC 0.13% New 602 $268K
Sargent Investment Group, LLC 0.05% New 601 $267K
Southern Capital Advisors, LLC 0.16% Reduce -2.1% 600 $267K
Adell Harriman & Carpenter Inc. 0.02% Reduce -7.7% 600 $267K
V2 Financial group LLC 0.18% No change 600 $266K
West Paces Advisors Inc. 0.07% No change 595 $265K
Permanent Capital Management, LP 0.06% — 486 $264K
AJOVista, LLC 0.76% No change 593 $264K
Covestor Ltd 0.17% Reduce -0.2% 591 $263K
FDx Advisors, Inc. 0.07% Reduce -63.3% 592 $263K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% No change 591 $263K
Letson Investment Management, Inc. 0.12% No change 588 $262K
Burton Enright Welch 0.06% No change 587 $261K
Smithfield Trust Co 0.01% Reduce -1.5% 590 $261K
Gallagher Fiduciary Advisors, LLC 0.06% New 584 $260K
Arvest Trust Co. N A 0.02% Reduce -11.5% 584 $260K
Tobam 0.04% Reduce -69.7% 581 $258K
Schnieders Capital Management LLC 0.05% No change 579 $258K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -3.3% 579 $258K
Optas, LLC 0.07% Add +4.0% 574 $255K
First Trust Investment Solutions L.P. 0.04% Reduce -18.2% 574 $255K
Riverstone Advisors, LLC 0.16% No change 570 $254K
New Century Financial Group, LLC 0.11% New 565 $251K
AlTi Global, Inc. 0.01% Reduce -32.8% 565 $251K
Veracity Capital LLC 0.10% Reduce -7.9% 562 $250K
Forbes J M & Co. LLP 0.03% No change 555 $247K
Second Line Capital, LLC 0.08% Reduce -5.3% 554 $246K
Arlington Trust Co LLC 0.06% Add +22.0% 554 $246K
Midland Wealth Advisors, LLC 0.01% New 554 $246K
Rice Partnership, LLC 0.05% Add +1.8% 553 $246K
First American Trust, FSB 0.02% Add +3.4% 551 $245K
Intrua Financial, LLC 0.04% New 549 $244K
Essex Bank 0.07% New 549 $244K
BlueChip Wealth Advisors LLC 0.14% New 548 $244K
CVA Family Office, LLC 0.04% Add +7.2% 548 $244K
Northwest Wealth Management, LLC 0.06% Add +0.7% 545 $242K
Pinnacle Bancorp, Inc. 0.07% No change 544 $242K
Foundations Investment Advisors, LLC 0.01% Reduce -3.9% 544 $242K
Walter & Keenan Wealth Management LLC /in/ 0.08% No change 543 $242K
Wellington Wealth Strategies, LLC. 1.01% New 541 $241K
Somerset Group LLC 0.21% No change 540 $240K
Lavaca Capital LLC 0.13% No change 540 $240K
Jacobsen Capital Management 0.11% Add +6.4% 535 $238K
Davis Investment Partners, LLC 0.10% New 535 $238K
Hoxton Planning & Management, LLC 0.11% Add +4.9% 534 $238K
Sugarloaf Wealth Management, LLC 0.04% No change 534 $238K
Beaumont Financial Advisors, LLC 0.02% New 532 $237K
Exencial Wealth Advisors, LLC 0.01% Reduce -1.3% 526 $234K
Seeds Investor LLC 0.12% New 526 $234K
Cypress Capital Group 0.03% Reduce -50.1% 526 $234K
Fi3 FINANCIAL ADVISORS, LLC 0.10% Reduce -17.6% 524 $233K
Heartwood Wealth Advisors LLC 0.03% New 524 $233K
Holistic Financial Partners 0.12% Add +0.8% 523 $233K
Moss Adams Wealth Advisors LLC 0.03% New 522 $232K
Mengis Capital Management, Inc. 0.05% New 521 $232K
West Branch Capital LLC 0.09% No change 520 $231K
Smith, Moore & Co. 0.02% New 516 $230K
Prio Wealth Limited Partnership 0.01% Reduce -42.4% 515 $229K
Commonwealth Financial Services, LLC 0.05% New 514 $228K
Benchmark Investment Advisors LLC 0.16% Reduce -1.0% 510 $227K
Cornerstone Wealth Management, LLC 0.02% No change 510 $227K
Woodley Farra Manion Portfolio Management Inc. 0.01% Reduce -14.9% 510 $227K
Abound Wealth Management 0.08% Reduce -0.4% 510 $227K
Werba Rubin Papier Wealth Management 0.06% New 508 $226K
Venturi Wealth Management, LLC 0.01% Add +44.4% 507 $226K
Sweet Financial Partners, LLC 0.05% No change 506 $225K
Alpha Omega Wealth Management LLC 0.04% Reduce -1.9% 506 $225K
Darwin Wealth Management, LLC 0.11% New 502 $223K
Naviter Wealth, LLC 0.03% No change 502 $223K
StoneX Group Inc. 0.02% New 502 $223K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.09% New 500 $222K
Indiana Trust & Investment Management Co 0.08% Add +5.3% 500 $222K
Paradigm Asset Management Co. LLC 0.06% New 500 $222K
Correct Capital Wealth Management 0.05% No change 500 $222K
Dodge & Cox 0.00% New 500 $222K
Deroy & Devereaux Private Investment Counsel Inc. 0.01% Reduce -33.3% 500 $222K
Gemmer Asset Management LLC 0.02% New 499 $222K
JB Capital LLC 0.01% New 498 $222K
Ewa, LLC 0.09% New 487 $222K
Angeles Investment Advisors, LLC 0.01% New 497 $221K
Relyea Zuckerberg Hanson LLC 0.04% New 495 $220K
Cascade Financial Partners, LLC 0.03% New 495 $220K
Novare Capital Management LLC 0.02% New 492 $219K
Prossimo Advisors, LLC 0.20% New 489 $218K
Becker Capital Management Inc. 0.01% New 490 $218K
Continental Investors Services, Inc. 0.48% New 489 $218K
MJP Associates Inc. 0.05% New 489 $218K
White Lighthouse Investment Management Inc. 0.04% New 487 $217K
Clear Rock Advisors, LLC 0.09% New 486 $216K
Hilltop National Bank 0.07% Add +0.2% 486 $216K
Trust Investment Advisors 0.14% New 483 $215K
Mitchell McLeod Pugh & Williams Inc. 0.05% Reduce -9.4% 483 $215K
Abel Hall, LLC 0.15% New 481 $214K
Carnegie Investment Counsel 0.01% Reduce -10.6% 481 $214K
Barometer Capital Management Inc. 0.08% New 480 $214K
Buffington Mohr McNeal 0.04% New 479 $213K
Creekmur Asset Management LLC 0.05% Add +657.1% 477 $212K
Redwood Investment Management, LLC 0.02% New 473 $212K
Larson Financial Group LLC 0.01% Add +104.3% 476 $212K
Private Trust Co. NA 0.02% Add +3.3% 472 $210K
Foster & Motley Inc. 0.01% New 466 $207K
Concorde Asset Management, LLC 0.13% Reduce -48.2% 465 $207K
S.A. Mason LLC 0.12% No change 465 $207K
Cherrydale Wealth Management, LLC 0.09% New 465 $207K
Advus Financial Partners, LLC 0.06% New 465 $207K
EFG Asset Management (Americas) Corp. 0.04% Reduce -27.8% 465 $207K
Heirloom Wealth Management 0.07% New 464 $206K
Southland Equity Partners LLC 0.06% New 464 $206K
Seldon Capital LP 0.11% New 462 $206K
Soltis Investment Advisors LLC 0.02% New 461 $205K
Kanawha Capital Management LLC 0.02% New 459 $204K
Riverview Trust Co 0.19% No change 457 $203K
Ritter Daniher Financial Advisory LLC / DE 0.06% No change 453 $202K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% New 453 $202K
Centric Wealth Management 0.06% New 456 $201K
Breakwater Investment Management 0.09% No change 451 $201K
Wills Financial Group, Inc. 0.09% New 450 $200K
Convergence Investment Partners, LLC 0.06% New 450 $200K
Ashford Capital Management Inc. 0.03% New 450 $200K
Weik Capital Management 0.09% New 450 $200K
Addison Advisors LLC 0.06% Add +15.2% 431 $192K
Family Firm, Inc. 0.04% New 427 $190K
Opal Wealth Advisors, LLC 0.06% New 421 $187K
Blume Capital Management, Inc. 0.04% Reduce -5.7% 415 $185K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Add +0.2% 410 $182K
Versant Capital Management, Inc 0.05% Add +28.3% 403 $179K
Andra AP-fonden 0.00% New 400 $178K
Blue Chip Partners, LLC 0.02% No change 378 $168K
Adalta Capital Management LLC 0.09% No change 375 $167K
Continuum Advisory, LLC 0.02% Add +14.7% 375 $167K
Crewe Advisors LLC 0.02% Reduce -7.9% 371 $165K
Mizuho Securities Co. Ltd. 0.38% Reduce -26.0% 370 $165K
Rise Advisors, LLC 0.09% Reduce -0.6% 363 $161K
Glen Eagle Advisors, LLC 0.03% Add +32.1% 358 $159K
Hazlett, Burt & Watson, Inc. 0.08% Add +98.8% 342 $154K
EnRich Financial Partners LLC 0.05% No change 336 $149K
Catalyst Capital Advisors LLC 0.00% Reduce -1.2% 331 $147K
Plante Moran Financial Advisors, LLC 0.01% Add +3.8% 327 $145K
First Personal Financial Services 0.03% No change 324 $144K
Rosenberg Matthew Hamilton 0.04% Reduce -4.6% 329 $144K
Atticus Wealth Management, LLC 0.05% Add +35.9% 322 $143K
Evermay Wealth Management LLC 0.02% Reduce -8.0% 322 $143K
Webster Bank, N. A. 0.02% Add +87.7% 321 $143K
Nemes Rush Group LLC 0.02% Reduce -0.9% 318 $141K
ORG Partners LLC 0.02% Add +3411.1% 316 $138K
EdgeRock Capital LLC 0.10% New 302 $134K
Rakuten Securities, Inc. 0.06% Reduce -12.1% 297 $132K
Provenance Wealth Advisors, LLC 0.02% No change 293 $130K
Raleigh Capital Management Inc. 0.05% Add +31.5% 284 $126K
Capital Analysts, LLC 0.01% Add +3.8% 272 $121K
MV Capital Management, Inc. 0.01% Add +5.1% 270 $120K
Tortoise Investment Management, LLC 0.01% Add +5.1% 266 $118K
Clearstead Trust, LLC 0.03% No change 260 $116K
Center for Financial Planning, Inc. 0.02% No change 258 $115K
BOK Financial Private Wealth, Inc. 0.01% Add +40.0% 252 $112K
Register Financial Advisors LLC 0.06% Add +3.7% 252 $112K
DSM Capital Partners LLC 0.00% No change 249 $111K
North Star Investment Management Corp. 0.01% No change 247 $110K
Silver Oak Securities, Incorporated 0.02% Add +55.1% 245 $109K
American National Bank & Trust 0.01% Add +14.5% 245 $109K
Farmers & Merchants Investments Inc. 0.00% Reduce -0.8% 235 $105K
Asset Dedication, LLC 0.01% Add +320.0% 231 $103K
City State Bank 0.04% Add +15.2% 228 $101K
Security National Bank 0.01% Reduce -11.8% 225 $100K
Redwood Wealth Management Group, LLC 0.08% New 224 $100K
Byrne Asset Management LLC 0.08% Reduce -2.3% 212 $94K
Global Trust Asset Management, LLC 0.04% Add +21000.0% 211 $94K
Robinswood Financial LLC 0.04% New 200 $89K
J.Safra Asset Management Corp 0.01% New 198 $88K
Fortis Group Advisors, LLC 0.02% Add +7.3% 191 $85K
Gleason Group, Inc. 0.02% No change 190 $85K
Lanark Financial, Inc. 0.01% Add +57.0% 190 $84K
Osterweis Capital Management Inc. 0.01% New 177 $79K
Chilton Capital Management LLC 0.00% Add +6.1% 175 $78K
Atwood & Palmer Inc. 0.01% No change 171 $76K
Bell Investment Advisors, Inc 0.01% Add +2.5% 162 $72K
Planning Capital Management Corp 0.05% No change 160 $71K
Beacon Capital Management, LLC 0.01% No change 158 $70K
Barrett & Company, Inc. 0.03% Add +14.7% 156 $69K
McIlrath & Eck, LLC 0.01% Add +63.2% 142 $63K
JFS Wealth Advisors, LLC 0.00% Reduce -37.3% 141 $63K
GW&K Investment Management, LLC 0.00% Add +21.9% 139 $62K
HHM Wealth Advisors, LLC 0.01% No change 139 $62K
Richardson Financial Services Inc. 0.04% Add +17.4% 135 $60K
Operose Advisors LLC 0.02% No change 135 $60K
SRH Advisors, LLC 0.02% No change 135 $60K
Financial Avengers, Inc. 0.03% No change 130 $58K
True Wealth Design, LLC 0.01% Add +0.8% 130 $58K
City Holding Co. 0.01% No change 126 $56K
Cranbrook Wealth Management, LLC 0.01% New 123 $55K
GoalVest Advisory LLC 0.02% Reduce -8.2% 123 $55K
Blue Bell Private Wealth Management, LLC 0.01% Add +0.8% 122 $54K
Sachetta, LLC 0.02% Add +33.0% 125 $54K
Toth Financial Advisory Corp. 0.01% No change 120 $53K
PrairieView Partners, LLC 0.01% Reduce -33.3% 120 $53K
Quarry LP 0.02% Add +134.7% 115 $51K
Deseret Mutual Benefit Administrators 0.02% No change 113 $50K
Naples Money Management LLC 0.04% No change 112 $49K
Clean Yield Group 0.02% No change 108 $48K
Institutional & Family Asset Management, LLC 0.01% Add +5.9% 108 $48K
Cornerstone Planning Group LLC 0.01% Add +0.9% 109 $48K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +22.6% 103 $45K
Colonial Trust Co / SC 0.01% Add +1900.0% 100 $45K
Maryland Capital Advisors Inc. 0.02% No change 100 $44K
NewSquare Capital LLC 0.00% New 100 $44K
Caitlin John, LLC 0.03% Add +13.9% 98 $44K
Meeder Asset Management Inc. 0.00% Reduce -88.6% 96 $43K
Capital Advisors, Ltd. LLC 0.01% Reduce -2.1% 94 $42K
RFP Financial Group LLC 0.02% No change 94 $42K
MCF Advisors LLC 0.00% Add +15.0% 92 $41K
MeadowBrook Investment Advisors LLC 0.04% No change 90 $40K
Canton Hathaway, LLC 0.01% No change 90 $40K
Birchbrook, Inc. 0.02% Reduce -37.1% 88 $39K
Mark Sheptoff Financial Planning, LLC 0.02% New 84 $37K
Pin Oak Investment Advisors Inc. 0.03% No change 81 $36K
Financial Connections Group, Inc. 0.02% No change 81 $36K
Fortitude Family Office, LLC 0.02% Add +14.3% 80 $36K
Raffa Wealth Management, LLC 0.01% Add +11.4% 78 $35K
Prestige Wealth Management Group LLC 0.01% No change 75 $33K
Solstein Capital, LLC 0.02% No change 74 $33K
Compass Wealth Management LLC 0.01% No change 72 $32K
American Capital Advisory, LLC 0.02% New 90 $30K
Main Street Group, LTD 0.01% No change 69 $30K
LGT Financial Advisors LLC 0.06% Add +415.4% 67 $30K
Delos Wealth Advisors, LLC 0.03% Reduce -6.9% 67 $30K
Kelly Financial Services LLC 0.01% No change 67 $30K
Northwest Capital Management Inc 0.01% Reduce -65.6% 63 $28K
Coppell Advisory Solutions LLC 0.00% — 63 $28K
Baldwin Wealth Partners LLC 0.00% No change 63 $28K
Kathleen S. Wright Associates Inc. 0.01% No change 60 $27K
West Oak Capital, LLC 0.01% No change 60 $27K
Ridgewood Investments LLC 0.01% New 59 $26K
WealthCollab, LLC 0.02% No change 59 $26K
Semmax Financial Advisors Inc. 0.01% No change 55 $26K
Motco 0.00% New 57 $25K
1620 Investment Advisors, Inc. 0.02% New 55 $24K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -21.4% 55 $24K
Evergreen Private Wealth LLC 0.01% No change 54 $24K
Mfa Wealth Advisors, LLC 0.01% New 54 $24K
Ibex Wealth Advisors 0.00% New 53 $24K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 52 $23K
First Pacific Financial 0.01% Add +8.3% 52 $23K
SJS Investment Consulting Inc. 0.00% Add +218.8% 51 $23K
Activest Wealth Management 0.01% Add +70.0% 51 $23K
Key Financial Inc 0.01% No change 51 $23K
Adirondack Trust Co. 0.01% Reduce -17.7% 51 $23K
MidAtlantic Capital Management, Inc. 0.02% No change 50 $22K
Optimum Investment Advisors 0.01% No change 50 $22K
Hanson & Doremus Investment Management 0.00% No change 50 $22K
Salomon & Ludwin, LLC 0.00% Reduce -3.9% 49 $22K
Summit Securities Group LLC 0.01% New 47 $21K
Tidemark, LLC 0.01% Reduce -32.9% 47 $21K
Cherry Tree Wealth Management, LLC 0.01% Add +1433.3% 46 $20K
DT Investment Partners, LLC 0.00% No change 45 $20K
Redmont Wealth Advisors LLC 0.03% No change 45 $20K
St Germain D J Co. Inc. 0.00% No change 43 $19K
Pacific Capital Wealth Advisors, Inc. 0.00% Add +147.1% 42 $19K
Scarborough Advisors, LLC 0.01% Add +2.5% 41 $18K
Colonial Trust Advisors 0.00% Reduce -28.1% 41 $18K
ICA Group Wealth Management, LLC 0.01% Reduce -11.1% 40 $18K
Laurel Wealth Advisors LLC 0.00% No change 39 $17K
Riggs Asset Managment Co. Inc. 0.01% Add +11.8% 38 $17K
Stephens Consulting, LLC 0.00% New 38 $17K
POM Investment Strategies, LLC 0.01% New 36 $16K
Ameliora Wealth Management Ltd. 0.01% No change 36 $16K
Gradient Investments LLC 0.00% Add +111.8% 36 $16K
Criterion Capital Advisors, LLC 0.01% No change 35 $16K
FinTrust Capital Advisors, LLC 0.00% Add +52.2% 35 $16K
Emfo, LLC 0.01% New 34 $15K
Balefire, LLC 0.01% Add +385.7% 34 $15K
Bogart Wealth, LLC 0.00% Reduce -74.6% 34 $15K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 33 $15K
NFSG Corp 0.01% Reduce -17.5% 33 $15K
JDM Financial Group LLC 0.01% No change 29 $13K
Fairway Wealth LLC 0.01% New 28 $12K
Beaird Harris Wealth Management, LLC 0.00% No change 28 $12K
Caldwell Sutter Capital, Inc. 0.01% No change 26 $12K
Valued Wealth Advisors LLC 0.01% Add +47.1% 25 $11K
Godsey & Gibb, Inc. 0.00% No change 25 $11K
PSI Advisors, LLC 0.00% No change 25 $11K
AlphaMark Advisors, LLC 0.00% Reduce -29.4% 24 $11K
Burkett Financial Services, LLC 0.01% No change 24 $11K
Sound Income Strategies, LLC 0.00% New 24 $11K
Core Alternative Capital 0.00% No change 23 $10K
Bfsg, LLC 0.00% No change 23 $10K
Coston, McIsaac & Partners 0.00% No change 23 $10K
First Financial Corp. 0.01% Reduce -37.1% 22 $10K
Elequin Capital, LP 0.01% New 21 $9K
Mb, Levis & Associates, LLC 0.00% No change 21 $9K
Davidson Capital Management Inc. 0.00% New 21 $9K
Pacific Center for Financial Services 0.00% No change 21 $9K
HighMark Wealth Management LLC 0.01% No change 20 $9K
Cape Investment Advisory, Inc. 0.00% New 19 $8K
Strategic Financial Concepts, LLC 0.00% Add +40221.4% 266,121 $8K
Chesapeake Asset Management LLC 0.01% No change 18 $8K
Piscataqua Savings Bank 0.01% Reduce -30.8% 18 $8K
Olistico Wealth, LLC 0.01% New 18 $8K
Cedar Wealth Management, LLC 0.00% No change 18 $8K
Financial Network Wealth Advisors LLC 0.01% New 17 $8K
Oakworth Capital, Inc. 0.00% No change 17 $8K
Bruce G. Allen Investments, LLC 0.01% No change 16 $7K
Dynamic Wealth Strategies, LLC 0.01% Reduce -75.0% 15 $7K
Pingora Partners LLC 0.00% No change 15 $7K
Private Wealth Management Group, LLC 0.00% No change 15 $7K
REAP Financial Group, LLC 0.00% No change 15 $7K
Kelly Lawrence W & Associates Inc. 0.00% No change 15 $7K
Silicon Valley Capital Partners 0.00% No change 15 $7K
Westend Capital Management, LLC 0.00% No change 15 $7K
Abich Financial Wealth Management LLC 0.00% Add +16.7% 14 $6K
New Millennium Group LLC 0.00% New 14 $6K
Anfield Capital Management, LLC 0.00% Reduce -22.2% 14 $6K
DiNuzzo Private Wealth, Inc. 0.00% Add +16.7% 14 $6K
Global Financial Private Client, LLC 0.00% No change 13 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 12 $5K
Frazier Financial Advisors, LLC 0.00% Reduce -52.2% 11 $5K
Wellington Shields & Co., LLC 0.00% New 11 $5K
Gen-Wealth Partners Inc 0.00% No change 10 $4K
Longfellow Investment Management Co. LLC 0.00% No change 10 $4K
ESL Trust Services, LLC 0.00% New 10 $4K
Wetzel Investment Advisors, Inc. 0.00% No change 11 $4K
TruNorth Capital Management, LLC 0.00% Reduce -47.1% 9 $4K
Westside Investment Management, Inc. 0.00% New 9 $4K
PayPay Securities Corp 0.30% Add +700.0% 8 $4K
Aspect Partners, LLC 0.00% No change 8 $4K
Tucker Asset Management LLC 0.00% No change 8 $4K
GHP Investment Advisors, Inc. 0.00% No change 8 $4K
Lynx Investment Advisory 0.00% — 7 $3K
Horizon Financial Services, LLC 0.00% No change 7 $3K
Pineridge Advisors LLC 0.00% No change 7 $3K
Armstrong Advisory Group, Inc. 0.00% New 7 $3K
Twin Tree Management, LP 0.00% Reduce -99.9% 7 $3K
Hartford Financial Management Inc. 0.00% No change 6 $3K
Princeton Global Asset Management LLC 0.00% New 6 $3K
Bangor Savings Bank 0.00% New 6 $3K
Ruedi Wealth Management, Inc. 0.00% New 5 $2K
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 5 $2K
ClariVest Asset Management LLC 0.00% No change 4 $2K
WestEnd Advisors, LLC 0.00% Reduce -33.3% 4 $2K
Global Wealth Strategies & Associates 0.00% No change 3 $1K
SOA Wealth Advisors, LLC. 0.00% No change 3 $1K
PEAK6 Investments LLC 0.00% Reduce -100.0% 2 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $890
Painted Porch Advisors LLC 0.00% New 1 $445
Highline Wealth Partners LLC 0.00% New 1 $445
Archer Investment Corp 0.00% No change 1 $270
McClarren Financial Advisors, Inc. 0.00% Add +1245.5% 444 $14

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