JPMorgan Chase &JPM

13F holders, Q1 2024 (March 31)
4,116holders
17famous investors
$199.99avg. 13F price*

At the end of Q1 2024, 4,116 institutions reported holding JPMorgan Chase & Co. (JPM) in their 13F filings. The largest holders were Vanguard Group Inc. ($54.3B), BlackRock Inc. ($39.3B) and State Street Corp. ($25.2B). 17 famous investors held it, including Glenn Greenberg (5.4% of Brave Warrior Advisors's portfolio), Tom Russo (3.5% of Gardner Russo & Quinn's portfolio) and Ken Fisher (1.1% of Fisher Asset Management's portfolio).

Company
JPMorgan Chase & Co.
Sector
Finance
CUSIP
46625H100
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions180$766.6M
Exits76$845.1M

Ownership 4,116 holders

Vanguard Group Inc. 1.08% Reduce -0.5% 271,077,070 $54.3B
BlackRock Inc. 0.92% Add +2.3% 196,122,719 $39.3B
State Street Corp. 1.13% Add +0.6% 125,849,413 $25.2B
Morgan Stanley 1.07% Add +2.9% 66,729,367 $13.4B
Geode Capital Management, LLC 1.05% Add +2.9% 56,909,782 $11.4B
FMR LLC 0.75% Add +5.3% 55,364,821 $11.1B
Bank of America Corp. 1.01% Reduce -0.1% 51,021,749 $10.2B
Capital International Investors 1.72% Add +1.9% 42,294,992 $8.5B
Wellington Management Group LLP 1.39% Reduce -1.6% 38,975,497 $7.8B
Norges Bank 1.16% Add +3.9% 36,740,801 $7.4B
Capital World Investors 1.14% Add +0.4% 34,422,011 $6.9B
T. Rowe Price Associates Inc. 0.77% Reduce -1.9% 31,484,069 $6.3B
Northern Trust Corp. 1.07% Reduce -3.7% 30,776,053 $6.2B
Massachusetts Financial Services Co. 1.73% Reduce -2.3% 28,831,194 $5.8B
Bank of New York Mellon Corp 1.07% Reduce -3.2% 27,894,605 $5.6B
Royal Bank of Canada 1.27% Add +12.1% 26,004,760 $5.2B
Wells Fargo & Company 1.32% Reduce -0.1% 24,938,604 $5.0B
Ameriprise Financial Inc. 1.31% Reduce -0.4% 23,613,272 $4.7B
Dimensional Fund Advisors LP 1.17% Add +1.5% 21,656,369 $4.3B
Charles Schwab Investment Management Inc. 0.92% Add +0.3% 20,226,537 $4.0B
Legal & General Group Plc 1.08% Reduce -0.5% 18,788,133 $3.8B
UBS Group AG 1.16% Add +9.4% 17,595,944 $3.5B
Capital Research Global Investors 0.78% Add +23.3% 17,200,124 $3.4B
Nuveen Asset Management, LLC 1.02% Add +3.5% 17,132,623 $3.4B
Goldman Sachs Group Inc. 0.69% Reduce -9.6% 16,373,349 $3.3B
Franklin Resources Inc. 0.94% Add +16.0% 14,649,979 $2.9B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 3.19% Add +7.6% 13,843,894 $2.8B
Invesco Ltd. 0.57% Reduce -9.5% 13,232,612 $2.7B
Deutsche Bank AG 1.21% Add +1.0% 12,942,751 $2.6B
Fisher Asset Management 1.15% Add +3.5% 12,253,382 $2.5B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.83% Reduce -1.7% 11,619,791 $2.3B
Barclays PLC 1.00% Add +27.7% 11,023,915 $2.2B
Neuberger Berman Group LLC 1.69% Reduce -1.5% 10,220,725 $2.0B
Raymond James & Associates 1.27% Add +2.2% 9,320,640 $1.9B
Boston Partners 2.16% Reduce -0.4% 9,057,827 $1.8B
Bank of Montreal 0.55% Add +15.6% 8,787,415 $1.8B
Sanders Capital, LLC 2.70% Add +0.7% 8,065,462 $1.6B
HSBC Holdings PLC 1.11% Add +16.2% 7,786,027 $1.6B
Clearbridge Investments, LLC 1.20% Reduce -2.1% 7,557,077 $1.5B
Sumitomo Mitsui Trust Group, Inc. 1.00% Reduce -3.4% 7,251,851 $1.5B
Arrowstreet Capital, Limited Partnership 1.33% Reduce -16.4% 7,193,854 $1.4B
Envestnet Asset Management Inc. 0.53% Add +10.4% 7,129,128 $1.4B
PNC Financial Services Group, Inc. 0.99% Reduce -1.1% 7,076,207 $1.4B
Janus Henderson Group PLC 0.77% Reduce -10.6% 7,026,491 $1.4B
Alliancebernstein L.P. 0.46% Reduce -9.1% 6,540,332 $1.3B
California Public Employees Retirement System 0.90% Reduce -1.6% 6,354,293 $1.3B
Bessemer Group Inc. 2.16% Reduce -3.9% 5,963,807 $1.2B
Principal Financial Group Inc. 0.69% Reduce -3.5% 5,888,868 $1.2B
Baird Financial Group, Inc. 2.40% Add +1.7% 5,703,231 $1.1B
Unisphere Establishment 11.48% Add +1.3% 5,675,000 $1.1B
Rhumbline Advisers 1.06% Reduce -1.4% 5,506,135 $1.1B
Schroder Investment Management Group 1.24% Add +2.8% 5,247,147 $1.1B
Primecap Management Co. 0.77% Add +13.8% 5,150,246 $1.0B
TD Asset Management Inc 0.89% Add +6.2% 4,752,835 $952.0M
California State Teachers Retirement System 1.18% Add +0.1% 4,676,602 $936.7M
Greenhaven Associates Inc. 8.53% Reduce -2.1% 4,626,384 $926.7M
Amundi 0.39% Add +6.4% 4,988,045 $904.1M
National Pension Service 1.08% Add +0.9% 4,505,219 $902.4M
Credit Suisse AG/ 0.83% Reduce -10.2% 4,311,733 $862.3M
Stifel Financial Corp. 0.98% Reduce -0.7% 4,304,336 $862.2M
Raymond James Financial Services Advisors, Inc. 1.27% Reduce -0.5% 4,273,175 $855.9M
American Century Companies Inc. 0.54% Add +0.4% 4,261,849 $853.6M
New York State Common Retirement Fund 1.08% Reduce -5.5% 4,095,087 $820.2M
Swedbank AB 1.13% Add +7.6% 3,994,659 $800.1M
US Bancorp \de 1.11% Reduce -1.4% 3,963,777 $793.9M
JPMorgan Chase & Co. 0.07% Reduce -6.1% 3,956,600 $792.5M
Ensign Peak Advisors, Inc 1.41% Reduce -5.7% 3,852,639 $771.7M
APG Asset Management N.V. 1.31% Add +6.0% 4,031,875 $747.8M
Corient Private Wealth LP 1.31% Add +3.6% 3,660,025 $733.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.99% Add +19.9% 3,573,424 $715.8M
1832 Asset Management L.P. 1.29% Add +5.5% 3,523,898 $705.8M
Allianz Asset Management GmbH 1.18% Add +17.6% 3,471,466 $695.3M
DekaBank Deutsche Girozentrale 1.28% Add +1.0% 3,429,115 $686.7M
Prudential Financial Inc. 0.94% Add +4.0% 3,337,612 $668.5M
Citadel Advisors 0.66% Reduce -27.2% 3,310,899 $663.2M
Fayez Sarofim & Co 1.97% Reduce -7.9% 3,296,580 $660.3M
Davis Selected Advisers 3.62% Reduce -19.2% 3,227,669 $646.5M
BNP Paribas Financial Markets 0.81% Add +25.7% 3,223,548 $645.7M
LPL Financial LLC 0.35% Add +2.4% 3,217,882 $644.5M
CIBC Private Wealth Group LLC 1.23% Reduce -2.0% 3,152,147 $627.1M
Canada Pension Plan Investment Board 0.65% Add +6.6% 3,106,563 $622.2M
FIL Ltd 0.62% Reduce -8.9% 3,095,531 $620.0M
Victory Capital Management Inc. 0.60% Add +0.4% 3,015,256 $604.0M
National Bank of Canada 1.04% Reduce -27.1% 3,019,147 $599.9M
Citigroup Inc. 0.64% Add +0.9% 2,954,434 $591.8M
Robeco Institutional Asset Management B.V. 1.27% Add +18.7% 2,923,969 $585.7M
Mackenzie Financial Corp. 0.84% Reduce -0.5% 2,906,781 $582.2M
Truist Financial Corp. 0.87% Reduce -2.0% 2,866,651 $574.2M
Adage Capital Partners Gp, L.L.C. 1.07% Add +1.0% 2,837,766 $568.4M
New York State Teachers Retirement System 1.19% Reduce -3.0% 2,836,790 $568.2M
Manufacturers Life Insurance Company, The 0.53% Reduce -12.3% 2,823,194 $565.5M
HighTower Advisors, LLC 0.90% Reduce -11.4% 2,760,870 $552.5M
Korea Investment CORP 1.36% Reduce -3.0% 2,667,001 $534.2M
Storebrand Asset Management As 1.80% Add +1.0% 2,632,366 $527.3M
Nordea Investment Management AB 0.62% Reduce -2.7% 2,618,180 $522.6M
Bank Julius Baer & Co. Ltd, Zurich 1.96% Add +15.3% 2,562,875 $510.6M
Voya Investment Management LLC 0.57% Reduce -19.7% 2,547,666 $510.3M
Rathbones Group PLC 2.84% Add +1.0% 2,459,498 $492.6M
CANADA LIFE ASSURANCE Co 0.96% Add +2.0% 2,379,891 $477.2M
Royal London Asset Management Ltd. 1.17% Add +5.5% 2,348,511 $470.4M
Chevy Chase Trust Holdings, LLC 1.54% Reduce -1.1% 2,342,481 $469.2M
Aberdeen Group plc 0.91% Add +1.6% 2,324,842 $465.7M
Mariner, LLC 0.95% Add +2.8% 2,292,897 $459.3M
Fifth Third Bancorp 1.77% Reduce -1.1% 2,256,431 $452.0M
Blair William & Co. 1.40% Add +0.1% 2,218,522 $444.4M
Jennison Associates LLC 0.30% Reduce -1.9% 2,216,546 $444.0M
Natixis Advisors, LLC 0.99% Add +10.6% 2,157,416 $432.1M
King Luther Capital Management Corp. 1.94% Reduce -1.7% 2,128,610 $426.4M
M&T Bank Corp 1.44% Add +0.6% 2,063,183 $413.3M
State Board of Administration of Florida Retirement System 0.96% Add +4.6% 3,145,106 $409.8M
Danske Bank A/S 1.28% — 2,035,063 $407.6M
Toronto Dominion Bank 0.64% Reduce -18.4% 2,029,369 $406.5M
Cincinnati Insurance Co. 6.62% No change 2,012,000 $403.0M
Brandywine Global Investment Management, LLC 2.89% Add +0.5% 1,984,114 $397.4M
Healthcare of Ontario Pension Plan Trust Fund 1.37% Reduce -30.9% 1,943,929 $389.4M
Capital Wealth Planning, LLC 4.15% Reduce -29.4% 1,940,025 $388.6M
Russell Investments Group, Ltd. 0.59% Add +4.7% 1,861,761 $372.8M
Huntington National Bank 4.01% Reduce -0.5% 1,855,613 $371.7M
Thrivent Financial for Lutherans 0.75% Reduce -2.6% 1,849,467 $370.4M
Lord, Abbett & Co. LLC 1.19% Reduce -18.7% 1,834,671 $367.5M
Rockefeller Capital Management L.P. 1.07% Add +2.7% 1,833,573 $367.3M
Commonwealth Equity Services, LLC 0.60% Reduce -0.3% 1,800,333 $360.6M
Keybank National Association 1.48% Reduce -0.7% 1,793,515 $359.2M
Janney Montgomery Scott LLC 1.05% Add +0.3% 1,769,106 $354.4M
Mitsubishi UFJ Trust & Banking Corp 0.80% Reduce -1.7% 1,743,392 $348.9M
Mairs & Power Inc. 3.33% Reduce -0.6% 1,716,546 $343.8M
Gardner Russo & Quinn 3.52% Reduce -15.5% 1,710,494 $342.6M
Bahl & Gaynor LLC 1.87% Add +42.6% 1,674,988 $335.5M
Menora Mivtachim Holdings LTD. 2.52% Add +7.1% 1,673,669 $335.2M
First Trust Advisors LP 0.34% Reduce -9.3% 1,653,995 $331.3M
State of New Jersey Common Pension Fund D 1.00% No change 1,652,573 $331.0M
State of Wisconsin Investment Board 0.87% Add +3.0% 1,647,811 $330.1M
UniSuper Management Pty Ltd 3.13% Add +69.8% 1,632,708 $327.0M
Cerity Partners LLC 0.86% Reduce -27.7% 1,624,281 $325.0M
Cullen Capital Management, LLC 3.61% Add +25.1% 1,618,109 $324.1M
Thornburg Investment Management Inc. 4.42% Reduce -5.0% 1,579,891 $316.5M
Wealth Enhancement Advisory Services, LLC 0.79% Reduce -1.2% 1,530,987 $306.7M
Epoch Investment Partners, Inc. 1.36% Add +8.1% 1,524,742 $305.4M
Haverford Trust Co 3.18% Reduce -5.8% 1,521,671 $304.8M
Panagora Asset Management Inc. 1.56% Add +2.2% 1,496,803 $299.8M
Public Employees Retirement Association of Colorado 1.28% Reduce -2.6% 1,479,653 $296.4M
Smead Capital Management, Inc. 4.54% Add +4.3% 1,451,104 $290.7M
CI Investments Inc. 1.14% Reduce -10.7% 1,439,459 $288.3M
Aviva PLC 0.98% Add +2.4% 1,438,885 $288.2M
KBC Group NV 0.91% Reduce -16.8% 1,424,797 $285.4M
Public Employees Retirement System of Ohio 1.10% Reduce -6.9% 1,408,017 $282.0M
Pictet Asset Management Holding SA 0.31% Reduce -10.0% 1,406,481 $281.7M
Scotia Capital Inc. 1.62% Reduce -1.0% 1,362,481 $272.9M
Balyasny Asset Management L.P. 0.72% Add +18.4% 1,360,655 $272.5M
STRS Ohio 1.07% Reduce -4.4% 1,336,335 $267.7M
Asset Management One Co., Ltd. 1.02% Reduce -4.5% 1,327,444 $265.9M
Pzena Investment Management LLC 0.90% Reduce -25.6% 1,314,755 $263.3M
Brave Warrior Advisors 5.44% Reduce -21.6% 1,298,628 $260.1M
Treasurer of the State of North Carolina 1.14% Add +0.9% 1,293,519 $259.1M
Vaughan Nelson Investment Management, L.P. 2.27% Add +57.5% 1,292,959 $259.0M
Los Angeles Capital Management LLC 0.88% Add +9.9% 1,287,369 $257.9M
Glenmede Trust Co. NA 1.28% Reduce -1.1% 1,270,443 $254.5M
Comerica Bank 1.09% Reduce -1.2% 1,257,855 $251.9M
Brown Advisory Inc. 0.34% Reduce -5.8% 1,255,346 $251.4M
Macquarie Group Ltd. 0.28% Reduce -26.1% 1,243,583 $249.1M
Susquehanna International Group, LLP 0.37% Reduce -34.9% 1,219,968 $244.4M
Commerce Bank 1.61% Reduce -1.1% 1,218,296 $244.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.85% Reduce -1.7% 1,216,039 $243.6M
Cibc World Market Inc. 0.62% Add +4.2% 1,206,702 $241.7M
State of Tennessee, Department of Treasury 0.89% Reduce -5.7% 1,205,111 $241.4M
Handelsbanken Fonder AB 1.04% Add +4.8% 1,204,309 $241.2M
Great Lakes Advisors, LLC 2.03% Add +1.4% 1,194,556 $239.3M
Boston Trust Walden Corp 1.70% Reduce -3.1% 1,193,244 $239.0M
DAVENPORT & Co LLC 1.48% Reduce -1.5% 1,183,552 $236.7M
Loomis Sayles & Co. L P 0.34% Reduce -6.8% 1,176,811 $235.7M
OMERS ADMINISTRATION Corp 2.67% No change 1,166,064 $233.6M
Regions Financial Corp. 1.77% Reduce -1.4% 1,165,494 $233.4M
DNB Asset Management AS 1.20% Reduce -5.0% 1,149,265 $230.2M
Zacks Investment Management 2.43% Add +2.7% 1,139,233 $228.2M
JARISLOWSKY, FRASER Ltd 1.27% Reduce -3.1% 1,109,524 $222.2M
Zurich Insurance Group Ltd 2.02% Add +90.9% 1,103,098 $221.0M
Caisse de depot et placement du Quebec 0.53% Add +72.2% 1,101,010 $220.5M
Cibc World Markets Corp. 1.45% Add +21.6% 1,100,015 $220.3M
Nomura Asset Management Co. Ltd. 0.79% Reduce -5.0% 1,079,175 $216.2M
Eagle Asset Management Inc. 1.09% Add +2.5% 1,084,169 $215.7M
Creative Planning 0.24% Add +3.8% 1,067,415 $213.8M
Bradley Foster & Sargent Inc. 3.80% Reduce -1.7% 1,051,923 $210.7M
Retirement Systems of Alabama 0.81% Add +4.6% 1,040,244 $208.4M
AEGON ASSET MANAGEMENT UK Plc 3.09% Reduce -4.1% 1,028,615 $206.0M
Paralel Advisors LLC 9.45% No change 1,028,000 $205.9M
ACR Alpine Capital Research, LLC 6.18% Reduce -25.9% 1,017,609 $203.8M
Rafferty Asset Management, LLC 0.76% Reduce -0.8% 1,016,877 $203.7M
Empower Advisory Group, LLC 0.76% Reduce -10.0% 1,014,957 $203.3M
Osaic Holdings, Inc. 0.45% Reduce -26.1% 1,006,411 $201.7M
Bristol John W & Co. Inc. 3.38% Add +0.3% 990,243 $198.3M
Resona Asset Management Co.,Ltd. 1.17% — 983,843 $197.1M
Cetera Investment Advisers 0.46% Add +202.3% 976,108 $195.5M
Clark Capital Management Group, Inc. 1.45% Add +0.4% 972,736 $194.8M
AMF Tjanstepension AB 1.47% Reduce -10.9% 966,694 $193.7M
Northwestern Mutual Wealth Management Co. 0.20% Reduce -1.3% 965,320 $193.4M
Bank of Nova Scotia 0.39% Reduce -68.2% 958,402 $192.0M
TD Waterhouse Canada Inc. 1.42% Add +1.1% 869,737 $190.2M
Nisa Investment Advisors, LLC 1.23% Reduce -4.0% 945,894 $189.5M
Compagnie Lombard Odier SCmA 3.34% Add +15.6% 942,739 $188.8M
Westwood Holdings Group Inc. 1.46% Reduce -4.5% 915,363 $183.3M
Homestead Advisers Corp 4.16% Reduce -1.5% 885,636 $177.3M
Mirae Asset Global Investments Co., Ltd. 0.37% Add +2.8% 982,096 $171.6M
LSV Asset Management 0.35% Reduce -0.7% 855,900 $171.4M
Douglas Lane & Associates, LLC 2.42% Reduce -2.2% 854,255 $171.1M
Skandinaviska Enskilda Banken AB (publ) 0.83% Add +2.4% 849,533 $170.4M
NorthCoast Asset Management LLC 2.17% Add +2.2% 848,894 $170.0M
Tredje AP-fonden 1.75% Add +8.4% 840,931 $168.4M
MML Investors Services, LLC 0.69% Add +2.3% 830,138 $166.3M
Arizona State Retirement System 1.15% Add +1.5% 829,622 $166.2M
AQR Capital Management 0.28% Add +8.0% 828,981 $165.4M
First Financial Bankshares Inc 3.72% Reduce -1.4% 823,290 $164.9M
Focus Partners Wealth 1.33% Add +46.4% 814,860 $163.2M
Capital Group Private Client Services, Inc. 1.66% Reduce -21.1% 812,024 $162.6M
Bartlett & Co. Wealth Management LLC 2.46% Reduce -2.9% 797,570 $159.8M
State of Michigan Retirement System 0.85% Add +0.1% 792,131 $158.7M
Ferguson Wellman Capital Management, Inc. 3.21% Add +1.6% 786,454 $157.5M
Teacher Retirement System of Texas 1.00% Reduce -6.5% 782,398 $156.7M
Sarasin & Partners LLP 1.54% Add +1.7% 779,034 $156.0M
Quilter Plc 3.69% Reduce -0.2% 779,026 $156.0M
Employees Retirement System of Texas 1.70% Reduce -2.4% 774,370 $155.1M
Allspring Global Investments Holdings, LLC 0.24% Add +3.1% 774,304 $155.1M
Calamos Advisors LLC 1.10% Reduce -0.9% 768,064 $153.8M
James Hambro & Partners LLP 7.13% Reduce -0.2% 760,422 $152.3M
Sei Investments Co. 0.22% Add +2.7% 759,950 $152.2M
Nissay Asset Management Corp. /Japan 1.05% Add +35.3% 757,798 $151.8M
Pinebridge Investments, L.P. 1.19% Add +2.4% 745,123 $149.2M
AXA S.A. 0.45% Add +19.2% 735,848 $147.4M
American International Group, Inc. 0.53% Reduce -0.3% 732,238 $146.7M
Forsta Ap-Fonden 1.24% Add +9.3% 730,600 $146.3M
Captrust Financial Advisors 0.53% Reduce -12.7% 721,792 $144.6M
Welch & Forbes LLC 1.97% Reduce -0.7% 717,425 $143.7M
Stonegate Investment Group, LLC 4.50% Add +0.8% 715,015 $143.2M
Gateway Investment Advisers LLC 1.61% Reduce -8.3% 706,254 $141.5M
Millennium Management 0.12% Add +347.2% 701,276 $140.5M
Mn Services Vermogensbeheer B.V. 0.99% New 683,400 $136.9M
Samlyn Capital, LLC 2.37% Add +215.5% 680,990 $136.4M
MetLife Investment Management, LLC 0.91% Reduce -3.5% 676,852 $135.6M
ProShare Advisors LLC 0.36% Reduce -9.9% 672,937 $134.8M
Natixis 0.75% Add +121.5% 669,144 $134.0M
Atalanta Sosnoff Capital, LLC 3.06% Reduce -0.4% 662,202 $132.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.60% Add +3.9% 642,651 $128.7M
EP Wealth Advisors, LLC 1.50% Add +0.7% 640,857 $128.4M
Peapack Gladstone Financial Corp. 1.99% Reduce -0.5% 636,240 $127.4M
Pinnacle Financial Partners Inc 2.76% Reduce -0.3% 635,493 $127.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.87% Add +0.3% 634,661 $127.1M
Evercore Wealth Management, LLC 1.98% Add +0.8% 630,397 $126.3M
Whittier Trust Co. 1.84% Add +0.5% 630,167 $126.2M
Federated Hermes, Inc. 0.29% Reduce -4.9% 624,826 $125.2M
Cardano Risk Management B.V. 3.86% Reduce -0.2% 620,616 $124.3M
Mercer Global Advisors Inc. 0.35% Add +23.5% 615,536 $123.4M
Jane Street Group, LLC 0.16% Add +65.0% 610,843 $122.4M
Crawford Investment Counsel Inc. 2.28% Reduce -2.9% 609,033 $122.0M
Cambridge Investment Research Advisors, Inc. 0.47% Add +0.7% 606,649 $121.5M
Public Sector Pension Investment Board 0.88% Add +0.6% 605,012 $121.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.32% Add +16.4% 600,376 $120.3M
Consulta Ltd 7.74% No change 600,000 $120.2M
Texas Permanent School Fund Corp. 0.94% Add +0.1% 597,597 $119.7M
Amalgamated Bank 1.02% Reduce -14.7% 597,301 $119.6M
Varma Mutual Pension Insurance Co 1.03% Add +489.6% 591,400 $118.5M
Barr E S & Co. 7.69% Reduce -1.3% 589,328 $118.0M
IFM Investors Pty Ltd 1.28% Reduce -0.7% 585,642 $117.3M
Morningstar Investment Services LLC 1.28% Reduce -52.1% 582,134 $116.1M
Factory Mutual Insurance Co. 1.33% Reduce -2.4% 579,125 $116.0M
Williams Jones Wealth Management, LLC. 1.47% Reduce -1.2% 578,093 $115.8M
Agf Management Ltd. 0.64% Reduce -3.1% 580,654 $115.7M
Capitolis Liquid Global Markets LLC 1.83% Add +3.6% 570,100 $114.2M
Steward Partners Investment Advisory, LLC 1.26% Add +20.4% 569,563 $114.1M
Investment Management Corp of Ontario 3.37% Reduce -1.1% 565,615 $113.3M
Mawer Investment Management Ltd. 0.53% Reduce -4.3% 565,539 $113.3M
Capital Advisors Inc. 2.37% Reduce -9.4% 551,606 $110.5M
Capital International, Inc. 1.45% Add +8.3% 537,683 $107.7M
Sculptor Capital LP 3.30% Add +12.4% 536,300 $107.4M
Manning & Napier Group, LLC 1.33% Reduce -10.8% 532,154 $106.6M
Oppenheimer Asset Management Inc. 1.56% Reduce -21.0% 532,049 $106.6M
LGT Group Foundation 2.47% Reduce -20.8% 521,909 $104.5M
InterOcean Capital Group, LLC 2.49% Reduce -0.7% 521,494 $104.5M
Kestra Advisory Services, LLC 0.70% Add +7.0% 517,671 $103.7M
Penserra Capital Management LLC 1.30% Reduce -36.5% 516,113 $103.4M
Commerzbank Aktiengesellschaft 3.41% Add +5.6% 513,616 $102.9M
Wilkinson Global Asset Management LLC 6.43% Reduce -4.4% 510,883 $102.3M
Czech National Bank 1.31% Add +0.4% 508,676 $101.9M
Teachers Retirement System of the State of Kentucky 0.90% Reduce -7.6% 503,125 $100.8M
Utah Retirement Systems 1.17% Add +0.0% 501,069 $100.4M
Tiaa Trust, National Association 0.31% Add +0.5% 500,757 $100.3M
Marshall Wace, LLP 0.17% Reduce -73.8% 498,724 $99.9M
UMB Bank, n.a. 1.58% Reduce -2.0% 497,181 $99.6M
Cresset Asset Management, LLC 0.48% Add +2.6% 495,824 $99.3M
Federation des caisses Desjardins du Quebec 0.71% Reduce -6.7% 495,646 $98.4M
Candriam S.C.A. 0.63% Reduce -0.9% 486,210 $97.4M
CIBC Asset Management Inc 0.34% Add +4.0% 486,118 $97.4M
Staley Capital Advisers Inc. 4.54% Reduce -1.7% 485,315 $97.2M
TCW Group Inc. 0.97% Reduce -2.4% 478,951 $95.9M
Pinnacle Associates Ltd. 1.49% Reduce -1.4% 471,798 $94.5M
Basswood Capital Management, L.L.C. 5.49% No change 469,496 $94.0M
Connectus Wealth, LLC 2.55% Reduce -16.0% 467,796 $93.7M
NewEdge Advisors, LLC 0.81% Add +5.5% 463,550 $92.8M
M&G PLC 0.64% — 460,451 $92.1M
Financial Counselors Inc. 1.54% Reduce -3.7% 457,110 $91.6M
Cooke & Bieler LP 0.84% Reduce -26.5% 455,261 $91.2M
USS Investment Management Ltd 0.75% Add +1.6% 454,530 $91.0M
Pathstone Holdings, LLC 0.43% Add +10.2% 452,275 $90.6M
Stock Yards Bank & Trust Co. 2.99% Add +11.8% 450,675 $90.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.99% Add +4.0% 449,214 $90.0M
Xponance LLC 0.94% Add +6.4% 448,203 $89.8M
United Capital Financial Advisors, LLC 0.74% Reduce -7.7% 447,841 $89.7M
Park National Corp. 3.44% Reduce -3.2% 445,822 $89.3M
Prio Wealth Limited Partnership 2.56% Add +14.5% 442,480 $88.6M
Employees Provident Fund Board 1.55% Add +63.0% 440,000 $88.1M
Gabelli Funds LLC 0.66% Reduce -0.2% 438,222 $87.8M
Groupama Asset Managment 1.60% Reduce -16.9% 390,529 $87.3M
Advisors Capital Management, LLC 1.60% Add +8.8% 435,744 $87.3M
Curi Capital, LLC 2.04% Add +20.0% 435,677 $87.3M
QRG Capital Management, Inc. 1.11% Add +5.5% 435,455 $87.2M
Yousif Capital Management, LLC 0.96% Reduce -1.1% 430,551 $86.2M
Beck Mack & Oliver LLC 1.74% Add +2.8% 429,629 $86.1M
Ofi Invest Asset Management 2.32% Add +3.8% 461,617 $85.6M
O'shaughnessy Asset Management, LLC 0.95% Add +14.4% 427,401 $85.6M
iA Global Asset Management Inc. 1.74% Reduce -1.3% 425,567 $85.2M
Border to Coast Pensions Partnership Ltd 1.89% No change 423,492 $84.8M
Glenview Trust Co 1.81% Reduce -2.9% 420,779 $84.3M
D. E. Shaw & Co. 0.11% Reduce -38.3% 414,810 $83.1M
Rwa Wealth Partners, LLC 1.11% Reduce -3.1% 412,427 $82.6M
Degroof Petercam Asset Management 0.99% Reduce -10.0% 411,533 $82.4M
Impax Asset Management Group plc 0.31% Add +1.2% 408,572 $81.8M
D.A. Davidson & Co. 0.74% Add +3.3% 408,523 $81.8M
E. Ohman J:or Asset Management AB 2.07% Reduce -10.3% 405,674 $81.3M
Beacon Pointe Advisors, LLC 0.90% Reduce -10.3% 404,964 $81.1M
Abrams Bison Investments, LLC 7.21% Reduce -2.7% 403,000 $80.7M
Cullen/Frost Bankers, Inc. 1.19% Reduce -1.2% 401,903 $80.5M
Guidance Point Advisors, LLC 27.27% Add +0.2% 401,735 $80.5M
Berkshire Asset Management LLC 4.23% Reduce -12.4% 398,923 $79.9M
BI Asset Management Fondsmaeglerselskab A/S 1.50% Add +10.1% 398,236 $79.8M
Mutual of America Capital Management LLC 0.86% Reduce -1.6% 397,696 $79.7M
Associated Banc-Corp 2.52% Reduce -0.3% 397,322 $79.6M
GMO 0.29% Reduce -19.7% 395,299 $79.2M
Becker Capital Management Inc. 2.72% Reduce -1.5% 394,916 $79.1M
New York Life Investment Management LLC 0.79% Reduce -3.7% 394,757 $79.1M
TCTC Holdings, LLC 2.58% Add +0.1% 388,584 $77.8M
Smith Chas P & Associates Pa Cpas 4.70% Add +0.5% 388,322 $77.8M
Hardy Reed LLC 9.52% Reduce -0.0% 382,549 $76.6M
Portfolio Strategies, Inc. 5.21% New 382,549 $76.6M
Nicholas Company, Inc. 1.27% No change 382,295 $76.6M
Global Frontier Investments LLC 22.24% No change 379,000 $75.9M
SG Americas Securities, LLC 0.39% Add +100.4% 378,184 $75.8M
Vaughan David Investments LLC 1.87% Add +0.3% 375,210 $75.2M
Waters Parkerson & Co., LLC 3.84% Reduce -2.0% 373,687 $74.8M
Meitav Investment House Ltd. 1.47% Add +0.1% 373,586 $74.8M
Sapient Capital LLC 1.66% Reduce -0.5% 373,132 $74.7M
Daiwa Securities Group Inc. 0.43% Add +6.6% 370,120 $74.1M
Envestnet Portfolio Solutions, Inc. 0.28% Add +13.4% 368,430 $73.8M
Seizert Capital Partners, LLC 3.40% Add +1.0% 368,222 $73.8M
Quintet Private Bank (Europe) S.A. 3.28% Reduce -14.8% 319,609 $73.4M
AE Wealth Management LLC 0.83% Reduce -39.0% 364,693 $73.0M
ING Groep NV 0.50% New 364,524 $73.0M
Raymond James Trust N.A. 1.76% Reduce -0.3% 361,363 $72.4M
Swiss Life Asset Management Ltd 1.00% Reduce -33.3% 358,808 $71.9M
Brandes Investment Partners, LP 0.92% Reduce -28.6% 357,057 $71.5M
Carnegie Investment Counsel 2.23% Add +0.4% 356,938 $71.5M
Principle Wealth Partners LLC 5.55% Add +0.4% 354,208 $70.9M
MAI Capital Management 0.74% Add +7.7% 354,167 $70.9M
Man Group plc 0.20% Reduce -35.5% 352,783 $70.7M
RNC Capital Management LLC 3.97% Reduce -12.7% 348,478 $69.8M
Davis R M Inc. 1.46% Reduce -1.0% 347,871 $69.7M
Junto Capital Management LP 1.54% Reduce -63.0% 347,742 $69.7M
B. Metzler seel. Sohn & Co. AG 0.77% Add +4.4% 347,644 $69.6M
Oppenheimer & Co. Inc. 1.15% Reduce -1.9% 347,118 $69.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.48% Add +3.5% 346,358 $69.4M
Donaldson Capital Management, LLC 2.86% Add +0.5% 343,502 $68.8M
Squarepoint Ops LLC 0.28% Reduce -43.0% 340,834 $68.3M
United Services Automobile Association 1.67% No change 339,270 $68.0M
Henshaw Capital LLC 3.16% No change 337,139 $67.5M
ABN AMRO Bank N.V. 1.01% Add +3.4% 336,986 $67.5M
Ilmarinen Mutual Pension Insurance Co 0.82% No change 335,369 $67.2M
Banco Santander, S.A. 0.81% Add +24.3% 334,898 $67.1M
AustralianSuper Pty Ltd 0.39% Add +2780.9% 336,408 $66.9M
Flputnam Investment Management Co. 1.42% Reduce -1.6% 333,261 $66.8M
Private Advisor Group, LLC 0.48% Reduce -3.4% 332,278 $66.6M
Mesirow Financial Investment Management, Inc. 1.50% Add +9.4% 328,343 $65.8M
Guggenheim Capital LLC 0.47% Add +3.2% 327,570 $65.6M
Cwm, LLC 0.32% Add +10.7% 327,311 $65.6M
State of Alaska, Department of Revenue 0.74% Reduce -0.8% 325,612 $65.2M
Wesbanco Bank Inc. 2.45% Add +23.8% 323,479 $64.8M
JTC Employer Solutions Trustee Ltd 4.10% Reduce -3.1% 323,631 $64.6M
Dodge & Cox 0.04% Reduce -1.5% 320,565 $64.2M
Aristotle Atlantic Partners, LLC 2.06% Reduce -4.6% 315,059 $63.1M
Welch Group, LLC 3.13% Reduce -4.1% 315,037 $63.1M
MassMutual Private Wealth & Trust, FSB 1.95% Reduce -1.8% 312,932 $62.7M
Cambridge Trust Co. 2.36% Add +0.3% 311,570 $62.4M
Synovus Financial Corp. 0.81% Add +1.5% 311,109 $62.3M
Renaissance Technologies 0.10% Reduce -65.2% 310,642 $62.2M
Whittier Trust Co. of Nevada Inc. 1.78% Add +2.8% 310,363 $62.2M
W1M Investment Management Ltd 1.28% Add +1.0% 307,502 $61.6M
Lazard Asset Management LLC 0.08% Reduce -2.0% 306,146 $61.3M
Miller Howard Investments Inc. 2.01% Reduce -1.4% 305,332 $61.2M
Adams Diversified Equity Fund, Inc. 2.16% No change 304,363 $61.0M
Ancora Advisors LLC 1.39% Add +1.2% 303,966 $60.9M
Vontobel Holding Ltd. 0.49% Reduce -10.4% 303,524 $60.8M
Fiduciary Trust Co 0.93% Add +3.3% 303,013 $60.7M
Bokf, NA 1.10% Add +16.2% 303,709 $60.4M
Freedom Together Foundation 6.56% No change 299,855 $60.1M
Locust Wood Capital Advisers, LLC 2.34% Reduce -27.5% 296,653 $59.4M
Badgley Phelps Wealth Managers, LLC 1.48% Add +1.8% 294,554 $59.0M
Cornerstone Investment Partners, LLC 2.87% Reduce -8.2% 294,275 $58.9M
Argent Trust Co 2.64% Reduce -0.3% 293,018 $58.7M
North Star Investment Management Corp. 4.17% Add +0.1% 291,996 $58.5M
Barrow Hanley Mewhinney & Strauss LLC 0.20% Add +1.0% 290,332 $58.2M
Cannell & Spears LLC 1.19% Add +34.7% 288,267 $57.7M
Meyer Handelman Co. 1.99% Add +8.6% 283,626 $56.8M
Tocqueville Asset Management L.P. 0.93% Reduce -2.1% 283,371 $56.8M
NewEdge Wealth, LLC 1.27% Add +11.5% 295,728 $56.7M
Deprince Race & Zollo Inc. 1.21% Reduce -9.5% 281,463 $56.4M
Roffman Miller Associates Inc. 3.77% Reduce -3.8% 281,399 $56.4M
Fort Washington Investment Advisors Inc. 0.36% Reduce -6.4% 280,460 $56.2M
Credit Agricole S A 0.95% Add +69.2% 306,558 $55.6M
PGGM Investments 0.81% Add +14.1% 277,276 $55.5M
Sequoia Financial Advisors, LLC 0.69% Reduce -2.1% 275,081 $55.1M
Stephens Inc. 0.85% Add +5.7% 273,723 $54.8M
Beacon Investment Advisory Services, Inc. 2.34% Add +0.4% 271,231 $54.3M
Atria Investments, Inc 0.74% Reduce -3.0% 268,340 $53.7M
Ceredex Value Advisors LLC 0.94% Reduce -17.0% 268,197 $53.7M
Capital International Sarl 1.77% Add +12.8% 266,595 $53.4M
Wealthfront Advisers LLC 0.19% Add +0.6% 264,806 $53.0M
Elo Mutual Pension Insurance Co 1.24% Add +4.1% 264,157 $52.9M
Searle & Co. 13.38% Reduce 0.0% 261,967 $52.5M
Nexus Investment Management ULC 5.04% Reduce -0.3% 260,887 $52.3M
Sabal Trust CO 3.01% Reduce -3.0% 259,224 $51.9M
Country Trust Bank 1.34% Reduce -6.8% 258,880 $51.9M
Vanguard Personalized Indexing Management, LLC 1.11% Add +10.1% 257,916 $51.7M
Destination Wealth Management 1.70% Reduce -3.5% 255,789 $51.2M
Migdal Insurance & Financial Holdings Ltd. 0.82% Add +0.0% 255,669 $51.2M
Jefferies Financial Group Inc. 1.12% Add +64.8% 255,150 $51.1M
Ieq Capital, LLC 0.73% Add +4.5% 253,481 $50.8M
Markel Group 0.50% No change 252,550 $50.6M
SVB Wealth LLC 1.12% Reduce -5.3% 251,626 $50.4M
ZWJ Investment Counsel Inc. 2.29% Reduce -0.5% 251,138 $50.3M
GAMCO Investors 0.51% Reduce -2.1% 251,126 $50.3M
Argent Capital Management LLC 1.46% Reduce -1.1% 250,853 $50.2M
Polar Capital Holdings Plc 0.27% Reduce -3.7% 250,236 $50.1M
Modera Wealth Management, LLC 0.76% Reduce -2.7% 249,336 $49.9M
Hancock Whitney Corp. 1.72% Add +2.5% 248,381 $49.8M
Foundry Partners, LLC 2.65% Reduce -7.3% 247,521 $49.6M
Crestwood Advisors Group, LLC 1.08% Add +0.3% 247,190 $49.5M
Oregon Public Employees Retirement Fund 0.98% Add +9.4% 247,171 $49.5M
Taurus Asset Management, LLC 5.01% Reduce -2.7% 246,973 $49.5M
Gulf International Bank (UK) Ltd 1.24% Add +1.7% 246,585 $49.4M
McDonald Capital Investors Inc. 3.09% Reduce -1.6% 246,417 $49.4M
HM Payson & Co. 0.92% Reduce -2.1% 246,192 $49.3M
Cambiar Investors LLC 1.83% Reduce -24.1% 244,742 $49.0M
First Horizon Advisors, Inc. 1.51% Add +2.3% 244,319 $48.9M
Hosking Partners LLP 1.80% Reduce -0.3% 243,802 $48.8M
Kestra Private Wealth Services, LLC 1.10% Add +0.8% 243,339 $48.7M
Bridges Investment Management Inc. 1.51% Reduce -1.2% 240,837 $48.2M
First Manhattan Co. Llc. 0.16% Reduce -1.1% 240,757 $48.2M
Florida Trust Wealth Management Co 1.64% Add +1.7% 240,633 $48.2M
Daymark Wealth Partners, LLC 2.59% Add +0.7% 340,006 $48.2M
Allianz SE 1.52% — 240,327 $48.1M
Achmea Investment Management B.V. 0.91% Reduce -1.2% 239,673 $48.0M
Lido Advisors, LLC 0.43% Reduce -0.9% 236,501 $47.4M
Busey Bank 1.68% Add +0.2% 236,162 $47.3M
Interval Partners, LP 1.78% Add +3.1% 236,004 $47.3M
Ingalls & Snyder LLC 2.10% Reduce -1.5% 235,735 $47.2M
Phoenix Financial Ltd. 0.65% Add +20.2% 234,601 $47.0M
Private Wealth Partners, LLC 3.75% Reduce -1.4% 234,244 $46.9M
Wilmington Savings Fund Society, FSB 1.79% — 232,454 $46.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.53% Reduce -14.3% 232,709 $46.5M
Salem Investment Counselors Inc. 1.52% Add +1.9% 231,388 $46.3M
Pacer Advisors, Inc. 0.11% Reduce -6.0% 231,033 $46.3M
Villere St Denis J & Co. LLC 3.77% Reduce -1.3% 230,892 $46.2M
Todd Asset Management LLC 0.94% Reduce -7.3% 229,736 $46.0M
Moran Wealth Management, LLC 1.49% Add +18.7% 229,140 $45.9M
Nippon Life Global Investors Americas, Inc. 2.14% Add +7.0% 228,860 $45.8M
Bridgeway Capital Management, LLC 0.94% Reduce -0.1% 228,489 $45.8M
Johnson Investment Counsel Inc. 0.50% Reduce -14.5% 227,828 $45.6M
Payden & Rygel Investment Group 3.10% — 226,750 $45.4M
Payden & Rygel 3.10% Reduce -9.8% 226,750 $45.4M
Heritage Investors Management Corp. 1.60% Reduce -2.9% 226,717 $45.4M
Baker Avenue Asset Management, LP 1.75% Add +0.4% 226,249 $45.3M
NorthCrest Asset Manangement, LLC 1.54% Reduce -1.4% 225,359 $45.1M
BNP Paribas 2.10% — 227,429 $45.1M
Stratos Wealth Partners, LTD. 0.75% Add +0.9% 222,897 $44.6M
Polaris Capital Management, LLC 2.22% Reduce -27.0% 222,251 $44.5M
Conning Inc. 1.51% Reduce -4.6% 221,718 $44.3M
Mediolanum International Funds Ltd 0.71% — 220,510 $44.0M
Kentucky Retirement Systems 1.31% Reduce -5.1% 219,552 $44.0M
LBP Am SA 1.74% Reduce -4.5% 218,611 $43.8M
Two Sigma Advisers, LP 0.10% New 218,600 $43.8M
Rokos Capital Management LLP 1.14% New 218,431 $43.8M
Patient Capital Management, LLC 2.11% Reduce -19.3% 216,724 $43.4M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.57% Reduce -16.5% 216,649 $43.4M
Orion Porfolio Solutions, LLC 0.46% Reduce -3.6% 216,425 $43.3M
Orion Portfolio Solutions, LLC 0.46% Reduce -3.6% 216,425 $43.3M
Natixis Investment Managers International 2.95% Add +47.7% 216,060 $43.3M
Illinois Municipal Retirement Fund 0.66% Add +3.7% 215,840 $43.2M
Venture Visionary Partners LLC 2.04% Reduce -11.2% 214,692 $43.0M
Point72 Asset Management 0.13% Add +175.9% 214,197 $42.9M
Howard Capital Management Group, LLC 3.30% Add +1.1% 213,593 $42.8M
Capital Investment Advisors, LLC 1.00% Add +2.4% 213,266 $42.7M
Klingenstein Fields & Co. LP 1.77% Reduce -2.7% 213,059 $42.7M
FreeGulliver LLC 37.81% Add +11.2% 212,311 $42.5M
Mill Capital Management, LLC 3.54% Reduce -5.1% 211,772 $42.4M
Clifford Swan Investment Counsel LLC 1.57% Reduce -3.4% 210,579 $42.2M
Trust Co. of Vermont 2.33% Add +26.6% 208,593 $41.8M
WASHINGTON TRUST Co 1.53% Reduce -4.3% 208,082 $41.7M
Jupiter Asset Management Ltd. 0.40% Add +113.0% 207,446 $41.6M
Fort Pitt Capital Group, LLC 1.27% Reduce -0.3% 206,183 $41.3M
Wolverine Trading, LLC 0.42% Reduce -29.6% 205,257 $41.1M
Erste Asset Management GmbH 0.56% Reduce -1.3% 205,653 $41.1M
Manitou Investment Management Ltd. 8.23% Reduce -0.5% 205,147 $41.1M
Northeast Investment Management 2.02% Reduce -0.6% 204,926 $41.0M
Gradient Investments LLC 0.95% Reduce -4.7% 203,998 $40.9M
Chesley Taft & Associates LLC 2.09% Reduce -0.1% 203,917 $40.8M
Thomasville National Bank 3.35% Add +0.8% 203,181 $40.7M
Crossmark Global Holdings, Inc. 0.79% Reduce -2.4% 202,931 $40.6M
Maryland State Retirement & Pension System 0.81% Add +0.6% 225,861 $40.5M
St Germain D J Co. Inc. 1.98% Reduce -1.5% 201,916 $40.4M
First National Trust Co 1.64% Reduce -10.2% 201,712 $40.4M
Stewart & Patten Co. LLC 6.03% Reduce -5.3% 201,529 $40.4M
Oakworth Capital, Inc. 3.02% Reduce -0.9% 200,373 $40.1M
Central Securities Corp 4.04% No change 200,000 $40.1M
No Street GP LP 3.52% No change 200,000 $40.1M
Acadian Asset Management LLC 0.14% Add +42.1% 198,476 $39.7M
Rockland Trust Co. 2.08% Reduce -5.0% 197,280 $39.5M
Wharton Business Group, LLC 1.90% Reduce -1.1% 196,979 $39.5M
Highland Capital Management, LLC 2.27% Add +0.7% 196,837 $39.4M
Braun Stacey Associates Inc. 1.56% Reduce -0.2% 196,643 $39.4M
Spire Wealth Management 0.72% Add +2.5% 108,947 $39.2M
Parallax Volatility Advisers, L.P. 1.30% New 195,851 $39.2M
Avantax Advisory Services, Inc. 0.35% Add +1.0% 195,655 $39.2M
Estabrook Capital Management 6.03% Reduce -1.9% 194,332 $38.9M
Maple Capital Management, Inc. 3.54% Add +1.2% 194,228 $38.9M
Main Street Research LLC 2.64% Add +7.7% 193,783 $38.8M
Prudential PLC 0.32% Reduce -18.3% 193,153 $38.7M
Moody LYNN Lieberson & Walker, LLC 2.59% Add +0.9% 192,019 $38.5M
Chilton Capital Management LLC 1.82% Reduce -0.9% 191,394 $38.3M
LMCG Investments, LLC 2.25% Reduce -1.0% 191,095 $38.3M
Bank Pictet & Cie (Europe) AG 1.00% Reduce -0.5% 190,911 $38.2M
Private Management Group Inc. 1.45% Reduce -38.3% 190,590 $38.2M
Atria Wealth Solutions, Inc. 0.43% Add +7.0% 190,249 $38.1M
Howe & Rusling Inc. 3.64% Reduce -1.6% 189,687 $38.0M
Chartwell Investment Partners, LLC 1.31% Add +0.6% 188,947 $37.8M
Silvercrest Asset Management Group LLC 0.26% Reduce -1.8% 188,565 $37.8M
Daiichi Life Insurance Co., Ltd. 0.85% Add +13.5% 188,140 $37.7M
Madison Asset Management, LLC 0.46% Reduce -11.2% 187,868 $37.6M
Capital International Ltd. 1.79% Add +13.9% 186,935 $37.4M
Hartford Investment Management Co. 1.32% Reduce -4.1% 186,820 $37.4M
Hyman Charles D 2.06% Reduce -0.2% 186,171 $37.3M
Eastern Bank 1.55% Reduce -8.8% 186,010 $37.3M
Eagle Global Advisors LLC 2.10% Reduce -0.5% 185,905 $37.2M
National Mutual Insurance Federation of Agricultural Cooperatives 0.39% No change 184,900 $37.0M
HighPoint Advisor Group LLC 2.62% Reduce -0.1% 186,302 $37.0M
Matrix Asset Advisors Inc. 4.41% Reduce -11.5% 184,245 $36.9M
Cardinal Capital Management, Inc. 1.63% Reduce -6.5% 183,601 $36.8M
Alpha Cubed Investments, LLC 1.91% Reduce -12.7% 182,458 $36.5M
Levin Capital Strategies, L.P. 3.70% Reduce -1.0% 182,336 $36.5M
Dakota Wealth Management 0.91% Add +27.8% 181,306 $36.3M
Wilsey Asset Management Inc. 7.34% Reduce -2.6% 179,847 $36.0M
Citizens Financial Group Inc. 1.20% Add +0.7% 179,672 $36.0M
Northeast Financial Consultants Inc 1.76% Add +0.7% 179,352 $35.9M
Aptus Capital Advisors, LLC 0.77% Add +10.6% 178,717 $35.8M
Independent Advisor Alliance 1.29% Reduce -7.5% 178,545 $35.8M
Equitable Holdings, Inc. 0.40% Add +0.5% 178,158 $35.7M
American Assets Investment Management, LLC 3.38% No change 177,600 $35.6M
Blue Chip Partners, LLC 3.45% Reduce -2.0% 177,442 $35.5M
NS Partners Ltd 1.64% Reduce -2.6% 177,298 $35.5M
Susquehanna Fundamental Investments, LLC 1.66% New 177,156 $35.5M
Anchor Capital Advisors LLC 0.92% Reduce -11.3% 175,756 $35.2M
KCM Investment Advisors LLC 1.31% Add +3.1% 175,691 $35.2M
Alps Advisors Inc. 0.25% Add +0.7% 175,661 $35.2M
Smith Salley Wealth Management 2.72% Reduce -21.4% 174,704 $35.0M
CENTRAL TRUST Co 0.87% Reduce -1.8% 174,592 $35.0M
Fishman Jay A Ltd. 3.81% Reduce -0.9% 172,261 $34.5M
Community Trust & Investment Co. 2.42% Reduce -3.6% 172,006 $34.5M
Jones Financial Companies LLLP 0.05% Add +27.0% 170,739 $34.2M
Randolph Co Inc 4.20% Reduce -0.1% 170,528 $34.2M
Securian Asset Management, Inc. 1.00% Reduce -7.0% 170,279 $34.1M
Allen Investment Management, LLC 0.43% Reduce -1.1% 170,058 $34.1M
MMBG Investment Advisors Co. 3.59% Reduce -0.2% 169,750 $34.0M
Townsquare Capital LLC 0.50% Add +28.0% 169,656 $34.0M
Deroy & Devereaux Private Investment Counsel Inc. 2.08% Reduce -3.4% 169,543 $34.0M
Hantz Financial Services, Inc. 0.66% Reduce -5.6% 169,437 $33.9M
First National Bank of Omaha 2.32% Reduce -33.0% 138,048 $33.9M
Intech Investment Management LLC 0.48% Reduce -44.6% 168,744 $33.8M
Louisiana State Employees Retirement System 0.66% Reduce -3.7% 168,300 $33.7M
First Citizens Bank & Trust Co. 0.64% Add +50.7% 167,359 $33.5M
Trexquant Investment LP 0.67% Add +0.6% 167,237 $33.5M
Axxcess Wealth Management, LLC 0.95% Add +3.9% 167,057 $33.5M
Sandy Spring Bank 1.52% Reduce -1.9% 166,594 $33.4M
Nomura Holdings Inc. 0.27% Add +2.5% 166,222 $33.3M
OVERSEA-CHINESE BANKING Corp Ltd 1.06% Reduce -16.7% 165,460 $33.1M
Farmers & Merchants Investments Inc. 1.11% Reduce -0.7% 164,683 $33.0M
Rothschild Investment LLC 2.38% Reduce -3.9% 164,411 $32.9M
Gratus Capital, LLC 1.52% Add +9.1% 164,325 $32.9M
Galvin, Gaustad & Stein, LLC 3.02% Reduce -5.8% 161,559 $32.4M
Appleton Partners Inc. 2.50% Reduce -5.2% 161,121 $32.3M
Cornerstone Advisors, LLC 1.34% Reduce -3.1% 161,100 $32.3M
Janney Capital Management LLC 2.13% Reduce -16.5% 159,751 $32.0M
Marco Investment Management LLC 3.00% Reduce -2.5% 159,045 $31.9M
FUKOKU MUTUAL LIFE INSURANCE Co 2.50% Reduce -6.2% 158,377 $31.7M
GYL Financial Synergies, LLC 2.49% Add +5.0% 158,306 $31.7M
NFJ Investment Group, LLC 0.86% Reduce -7.1% 158,148 $31.7M
Stonebridge Capital Advisors LLC 2.84% Add +1.8% 157,800 $31.6M
CW Advisors, LLC 0.54% Reduce -5.8% 157,385 $31.5M
Sit Investment Associates Inc. 0.72% Reduce -5.1% 157,200 $31.5M
Metis Global Partners, LLC 1.14% Reduce -0.2% 156,765 $31.4M
Lowe Brockenbrough & Co. Inc. 2.12% Add +8.2% 156,625 $31.4M
Franklin Street Advisors Inc. 2.32% Reduce -0.7% 156,527 $31.4M
Schwerin Boyle Capital Management Inc. 3.11% Reduce -0.1% 156,316 $31.3M
Smith Group Asset Management, LLC 1.78% Reduce -6.5% 155,324 $31.1M
Oak Associates Ltd. 2.15% Add +0.0% 155,024 $31.1M
Ninety One UK Ltd 0.09% Reduce -46.4% 154,666 $31.0M
Applied Finance Capital Management, LLC 2.16% Add +11.2% 153,108 $30.7M
Segall Bryant & Hamill, LLC 0.57% Reduce -5.0% 152,453 $30.5M
Assetmark, Inc. 0.10% Reduce -3.0% 152,344 $30.5M
Van Lanschot Kempen Investment Management N.V. 0.38% Add +16.9% 152,236 $30.5M
LaFleur & Godfrey LLC 4.51% Reduce -9.5% 152,145 $30.5M
Carret Asset Management, LLC 3.59% Reduce -0.9% 152,097 $30.5M
HB Wealth Management, LLC 0.38% Add +3.1% 150,867 $30.2M
Prime Capital Investment Advisors, LLC 0.42% Reduce -8.2% 150,484 $30.1M
First Fiduciary Investment Counsel, Inc. 6.20% Reduce -2.5% 149,381 $29.9M
Vestor Capital, LLC 2.52% Add +15.8% 149,285 $29.9M
Bryn Mawr Trust Advisors, LLC 1.70% Add +0.6% 149,169 $29.9M
FineMark National Bank & Trust 1.11% Reduce -0.6% 148,605 $29.8M
Andra AP-fonden 0.53% Add +573.6% 148,200 $29.7M
Quantinno Capital Management LP 0.64% Add +27.4% 147,137 $29.5M
SouthState Bank Corp 2.30% Add +2.6% 147,129 $29.5M
NBT Bank, N.A. 2.15% Reduce -3.8% 146,377 $29.3M
Advisory Services Network, LLC 0.65% Add +18.6% 146,135 $29.3M
New Mexico Educational Retirement Board 1.05% Reduce -4.2% 145,650 $29.2M
Wesleyan Assurance Society 2.58% Reduce -3.3% 145,257 $29.1M
Abn Amro Investment Solutions 0.50% Reduce -4.3% 144,767 $29.0M
Neville Rodie & Shaw Inc. 2.21% Add +1.9% 144,719 $29.0M
Parsons Capital Management Inc. 1.98% Reduce -0.7% 144,565 $29.0M
Valeo Financial Advisors, LLC 1.04% Reduce -5.6% 174,232 $28.9M
TAM Capital Management Inc. 24.01% No change 71,757 $28.9M
Regal Partners Ltd 2.90% Reduce -7.8% 144,120 $28.9M
SpiderRock Advisors, LLC 0.93% — 149,344 $28.8M
Moore Capital Management, LP 0.61% New 143,426 $28.7M
OneDigital Investment Advisors LLC 0.45% Reduce -4.9% 143,170 $28.7M
Arvest Trust Co. N A 1.62% Reduce -5.9% 142,595 $28.6M
Snowden Capital Advisors LLC 0.90% Add +11.7% 142,408 $28.5M
U.S. Capital Wealth Advisors, LLC 1.11% Reduce -21.8% 142,104 $28.5M
First Foundation Advisors 1.14% Reduce -3.9% 142,034 $28.4M
Absher Wealth Management, LLC 3.89% Reduce -3.4% 140,155 $28.1M
Bollard Group LLC 0.85% Add +0.6% 140,067 $28.1M
Integrated Wealth Concepts LLC 0.41% Add +5.8% 139,746 $28.0M
Patten & Patten Inc. 1.99% Add +1.1% 139,178 $27.9M
Palisade Capital Management, LP 0.83% Reduce -18.8% 139,154 $27.9M
Edgar Lomax Co. 1.72% Reduce -59.6% 138,930 $27.8M
Narwhal Capital Management 2.71% Add +7.1% 137,976 $27.6M
Meiji Yasuda Life Insurance Co 0.58% Add +11.1% 137,702 $27.6M
Abner Herrman & Brock LLC 3.42% Reduce -3.5% 136,880 $27.4M
Old National Bancorp 0.65% Reduce -13.3% 136,395 $27.3M
Prospera Financial Services Inc 0.81% Add +0.1% 136,157 $27.3M
Bailard, Inc. 0.75% Reduce -0.8% 135,939 $27.2M
Moors & Cabot, Inc. 1.47% Add +2.2% 135,305 $27.1M
Dixon Mitchell Investment Counsel Inc. 1.34% Reduce -1.7% 134,300 $26.9M
Evergreen Capital Management LLC 1.02% Add +0.0% 134,260 $26.9M
Tower Bridge Advisors 2.78% Reduce -10.3% 134,049 $26.8M
Callahan Advisors, LLC 2.81% Reduce -3.6% 133,945 $26.8M
Kanawha Capital Management LLC 2.14% Add +1.2% 133,846 $26.8M
Harvest Portfolios Group Inc. 1.05% Reduce -8.9% 133,791 $26.8M
Osborne Partners Capital Management, LLC 1.64% Reduce -1.3% 132,903 $26.6M
Alley Investment Management Company, LLC 3.66% Reduce -1.1% 132,640 $26.6M
Logan Capital Management Inc. 1.13% Reduce -4.9% 131,575 $26.4M
Gemsstock Ltd. 9.94% Reduce -21.8% 131,500 $26.3M
Albion Financial Group 2.02% Reduce -0.5% 130,881 $26.2M
Rempart Asset Management Inc. 5.02% Reduce -0.1% 130,473 $26.1M
Steigerwald, Gordon & Koch Inc. 3.25% Add +0.2% 130,192 $26.1M
Great Valley Advisor Group, Inc. 0.79% Reduce -1.3% 130,142 $26.1M
Rbo & Co. LLC 4.35% Reduce -0.9% 130,048 $26.0M
Easterly Investment Partners LLC 1.98% Reduce -16.8% 129,299 $25.9M
Bourgeon Capital Management LLC 5.04% Add +0.8% 128,685 $25.8M
Resources Management Corp. /CT/ 3.76% Reduce -6.6% 128,336 $25.7M
BLB&B Advisors, LLC 1.44% Add +0.3% 127,926 $25.6M
TruWealth Advisors, LLC 1.79% Add +0.3% 127,913 $25.6M
Weiss Asset Management LP 1.49% New 126,217 $25.3M
First Long Island Investors, LLC 2.10% Reduce -2.7% 125,973 $25.2M
HRT Financial LP 0.16% Add +29.3% 125,907 $25.2M
Foster Dykema Cabot & Partners, LLC 2.35% Reduce -9.9% 125,900 $25.2M
Parallel Advisors, LLC 0.68% Add +2.3% 125,771 $25.2M
HBK Sorce Advisory LLC 0.89% Add +0.8% 125,706 $25.2M
HUB Investment Partners, LLC 1.39% Add +17.6% 125,162 $25.1M
Greenleaf Trust 0.23% Add +1.4% 125,150 $25.1M
Noesis Capital Mangement Corp. 5.56% Reduce -3.2% 125,066 $25.1M
Coulter & Justus Financial Services, LLC 5.56% New 125,066 $25.1M
Wafra Inc. 1.31% No change 124,924 $25.0M
Shufro Rose & Co. LLC 2.07% Reduce -33.5% 124,773 $25.0M
Nemes Rush Group LLC 3.57% Add +1.0% 124,287 $24.9M
Vident Advisory, LLC 0.52% Add +347.2% 124,185 $24.9M
KMG Fiduciary Partners, LLC 2.56% Add +0.6% 123,353 $24.7M
Culbertson A N & Co. Inc. 4.25% Reduce -1.5% 122,987 $24.6M
Apollon Wealth Management, LLC 0.77% Add +0.3% 122,452 $24.5M
ARS Wealth Advisors Group, LLC 3.31% Add +1.9% 122,436 $24.5M
Penobscot Investment Management Company, Inc. 2.59% Add +3.4% 122,381 $24.5M
Savant Capital, LLC 0.28% Reduce -0.6% 122,197 $24.5M
Park Avenue Securities LLC 0.32% Add +1.5% 122,156 $24.5M
South Dakota Investment Council 0.51% Reduce -12.5% 122,095 $24.5M
Alerus Financial NA 1.85% Reduce -2.4% 122,035 $24.4M
First American Bank 1.83% Add +1.5% 121,051 $24.2M
Railway Pension Investments Ltd 0.23% New 120,500 $24.1M
Dana Investment Advisors, Inc. 0.80% Add +17.4% 120,467 $24.1M
Tower Research Capital LLC (TRC) 0.58% Reduce -72.0% 120,430 $24.1M
ArrowMark Colorado Holdings LLC 0.27% Reduce -41.9% 119,771 $24.0M
Clear Harbor Asset Management, LLC 2.12% Reduce -1.1% 119,756 $24.0M
Perigon Wealth Management, LLC 0.73% Reduce -6.6% 119,646 $24.0M
Private Capital Management, LLC 2.70% Reduce -0.0% 119,532 $23.9M
ProVise Management Group, LLC 2.07% Reduce -2.5% 119,139 $23.9M
Azimuth Capital Investment Management LLC 0.98% Reduce -7.5% 118,814 $23.8M
Performance Wealth Partners, LLC 0.99% Add +15.6% 118,071 $23.6M
B. Riley Wealth Advisors, Inc. 0.64% Add +9.8% 162,967 $23.6M
Livforsakringsbolaget Skandia, Omsesidigt 2.00% Add +0.7% 117,884 $23.6M
Clearstead Advisors, LLC 1.16% Reduce -2.1% 117,963 $23.4M
Wilbanks Smith & Thomas Asset Management LLC 0.66% Add +1.3% 117,034 $23.4M
Martingale Asset Management L P 0.47% Reduce -5.2% 117,018 $23.4M
Fred Alger Management, LLC 0.12% Add +14.1% 116,975 $23.4M
Metropolitan Life Insurance Co 1.02% Reduce -0.9% 116,604 $23.4M
Choate Investment Advisors 0.63% Reduce -7.2% 116,510 $23.3M
Gladstone Institutional Advisory LLC 1.28% Reduce -11.2% 116,023 $23.2M
Avity Investment Management Inc. 1.92% Add +0.9% 115,968 $23.2M
Lincoln National Corp. 0.36% Add +2.0% 115,243 $23.1M
Stillwater Capital Advisors, LLC 3.42% Reduce -0.4% 115,161 $23.1M
Meiji Yasuda Asset Management Co Ltd. 0.98% Add +5.7% 114,686 $23.0M
Courant Investment Management LLC 19.08% No change 114,592 $23.0M
Longbow Finance SA 2.32% Reduce -8.9% 114,426 $22.9M
Atlantic Union Bankshares Corp 1.93% Reduce -3.9% 114,186 $22.9M
Drexel Morgan & Co. 4.68% Add +0.1% 113,589 $22.8M
Cantor Fitzgerald Investment Advisors L.P. 1.68% Reduce -24.4% 113,111 $22.7M
Verity & Verity, LLC 2.52% Reduce -23.0% 112,853 $22.6M
Forbes J M & Co. LLP 2.44% Reduce -0.9% 112,572 $22.5M
Adell Harriman & Carpenter Inc. 1.85% Reduce -0.6% 112,267 $22.5M
Dupont Capital Management Corp. 1.85% Reduce -6.1% 111,410 $22.3M
Ziegler Capital Management, LLC 0.85% Reduce -21.9% 112,428 $22.3M
Dearborn Partners LLC 0.95% Add +0.0% 111,019 $22.2M
Kingsview Wealth Management, LLC 0.56% Add +5.0% 110,872 $22.2M
J.P. Marvel Investment Advisors, LLC 3.84% Reduce -0.0% 110,749 $22.2M
Norinchukin Bank, The 0.66% Reduce -3.6% 110,644 $22.2M
Linscomb Wealth, Inc. 1.14% Reduce -2.0% 110,551 $22.1M
Sonora Investment Management Group, LLC 1.75% Reduce -0.3% 110,539 $22.1M
Washington Trust Bank 2.10% Reduce -2.3% 109,874 $22.0M
Texas Yale Capital Corp. 0.97% Add +0.1% 109,366 $21.9M
Birch Hill Investment Advisors LLC 1.06% Reduce -6.7% 108,657 $21.8M
Grassi Investment Management 1.96% Add +0.1% 108,099 $21.7M
First American Trust, FSB 2.27% Add +2.9% 108,015 $21.6M
Baltimore-Washington Financial Advisors, Inc. 1.37% Add +34.6% 107,506 $21.5M
Hi-Line Capital Management, LLC 7.62% Reduce -0.9% 107,162 $21.5M
Webster Bank, N. A. 2.40% Add +0.9% 107,133 $21.5M
Benjamin F. Edwards & Company, Inc. 0.39% Add +6.6% 106,865 $21.4M
Freestone Capital Holdings, LLC 0.80% Add +4.2% 106,829 $21.4M
Colonial Trust Advisors 2.12% Add +1.1% 106,828 $21.4M
Motco 1.28% Reduce -2.6% 106,576 $21.3M
Empirical Finance, LLC 1.31% Add +3.4% 106,367 $21.3M
W.G. Shaheen & Associates DBA Whitney & Co 2.53% Reduce -0.4% 106,138 $21.3M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 2.41% Reduce -6.8% 105,988 $21.2M
Simplicity Wealth,LLC 0.51% Add +4772.5% 105,831 $21.2M
SS&H Financial Advisors, Inc. 8.81% Reduce -1.2% 105,611 $21.2M
Congress Asset Management Co. 0.15% Reduce -1.4% 105,593 $21.2M
Group One Trading LLC 0.74% Add +59.8% 104,645 $21.0M
Rothschild Capital Partners, LLC 6.06% No change 104,181 $20.9M
Mutual Advisors, LLC 0.67% Reduce -0.1% 103,422 $20.7M
Tidal Investments LLC 0.35% Add +29.0% 103,390 $20.7M
United Bank 2.46% Reduce -0.7% 102,896 $20.6M
Banque Cantonale Vaudoise 0.80% Reduce -5.3% 102,506 $20.5M
BTC Capital Management, Inc. 1.87% — 102,248 $20.5M
Cary Street Partners Investment Advisory LLC 0.86% Reduce -0.2% 102,070 $20.4M
Cabot Wealth Management Inc. 2.67% Reduce -4.4% 101,861 $20.4M
Twinbeech Capital LP 0.42% New 101,832 $20.4M
Wedbush Securities Inc. 0.76% Add +6.0% 101,825 $20.4M
CSM Advisors, LLC 1.34% Add +2.0% 101,741 $20.4M
Cullen Investment Group, LTD. 3.21% Add +1.2% 102,334 $20.4M
Annex Advisory Services, LLC 0.72% Add +2.6% 101,443 $20.3M
Bragg Financial Advisors, Inc 0.91% Reduce -1.1% 101,075 $20.2M
Canandaigua National Bank & Trust Co. 2.99% Reduce -5.8% 100,727 $20.2M
Hudson Bay Capital Management LP 0.20% New 100,000 $20.0M
Pallas Capital Advisors LLC 0.83% Add +4.2% 99,522 $19.9M
TCV Trust & Wealth Management, Inc. 1.90% Reduce -2.9% 99,205 $19.9M
Fiduciary Alliance LLC 3.51% Reduce -4.0% 99,810 $19.9M
Core Alternative Capital 3.54% Reduce -9.0% 98,759 $19.8M
Anderson Hoagland & Co. 2.20% Reduce -1.1% 100,480 $19.6M
Yarbrough Capital, LLC 0.85% No change 97,875 $19.6M
Fiduciary Group, LLC 2.12% Reduce -2.5% 96,769 $19.4M
Vinva Investment Management Ltd 1.09% Add +18.7% 96,704 $19.4M
Vest Financial, LLC 0.51% Add +18.0% 96,180 $19.3M
Edge Capital Group, LLC 0.96% Add +50.1% 95,880 $19.2M
Kentucky Retirement Systems Insurance Trust Fund 1.31% Reduce -7.4% 95,405 $19.1M
Trust Co. of Toledo NA 2.98% Add +2.2% 95,241 $19.1M
MainStreet Investment Advisors LLC 2.29% Reduce -2.9% 95,211 $19.1M
Shelton Capital Management 0.54% Reduce -12.7% 94,978 $19.0M
Laird Norton Wetherby Wealth Management, LLC 0.91% Reduce -0.2% 94,848 $19.0M
Brown Brothers Harriman & Co. 0.15% Add +3.9% 94,669 $19.0M
United Asset Strategies, Inc. 1.89% Reduce -2.2% 94,496 $18.9M
Graham Capital Management, L.P. 1.00% Reduce -39.1% 94,332 $18.9M
Ledyard National Bank 1.82% Reduce -2.9% 94,153 $18.9M
Dynamic Advisor Solutions LLC 0.64% Reduce -1.3% 94,023 $18.8M
TD Private Client Wealth LLC 0.62% Add +0.2% 93,975 $18.8M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.92% Reduce -0.2% 93,831 $18.8M
CWA Asset Management Group, LLC 1.14% Add +5.8% 93,760 $18.8M
Westchester Capital Management, Inc. 4.71% Add +0.5% 93,704 $18.8M
Edmond DE Rothschild Holding S.A. 0.32% Reduce -31.8% 93,688 $18.8M
Baldwin Wealth Partners LLC 1.41% Reduce -0.8% 93,634 $18.8M
Baxter Bros Inc. 2.40% Reduce -1.3% 93,432 $18.7M
Transform Wealth, LLC 1.78% Reduce -9.0% 93,427 $18.7M
Beach Investment Counsel Inc. 2.31% No change 109,866 $18.7M
Rossmore Private Capital 2.44% Add +0.1% 93,228 $18.7M
Courier Capital LLC 1.35% Reduce -2.0% 93,071 $18.6M
Cincinnati Casualty Co. 10.19% No change 93,000 $18.6M
Cincinnati Specialty Underwriters Insurance CO 5.86% No change 93,000 $18.6M
JGP Wealth Management, LLC 2.70% Reduce -12.1% 92,951 $18.6M
Talbot Financial, LLC 2.49% Add +0.9% 92,926 $18.6M
Kornitzer Capital Management Inc. 0.34% Add +1.1% 92,870 $18.6M
Edge Wealth Management LLC 3.91% Reduce -1.8% 92,813 $18.6M
Torray Investment Partners LLC 2.78% Reduce -9.1% 92,547 $18.5M
Procyon Advisors, LLC 1.44% Reduce -0.2% 92,501 $18.5M
Peak Asset Management, LLC 3.66% Reduce -0.2% 92,376 $18.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.57% Add +1.2% 92,356 $18.5M
Assenagon Asset Management S.A. 0.05% Reduce -2.0% 92,088 $18.4M
Guardian Capital Advisors LP 1.98% Reduce -4.4% 102,048 $18.4M
Northwestern Mutual Investment Management Company, LLC 0.48% Add +0.3% 91,736 $18.4M
GHP Investment Advisors, Inc. 0.91% Add +1.2% 91,611 $18.3M
Leavell Investment Management, Inc. 1.06% Add +2.7% 91,554 $18.3M
First Financial Bank - Trust Division 1.76% Reduce -4.0% 91,327 $18.3M
Verde Servicos Internacionais S.A. 6.94% Reduce -19.3% 91,311 $18.3M
Empowered Funds, LLC 0.33% Add +8.2% 91,066 $18.2M
Beese Fulmer Investment Management, Inc. 1.71% Add +0.2% 90,900 $18.2M
Artemis Investment Management LLP 0.24% Reduce -5.4% 90,900 $18.2M
Dorsey & Whitney Trust CO LLC 1.24% Add +0.8% 90,789 $18.2M
CCM Investment Advisers LLC 2.18% Reduce -5.6% 90,719 $18.2M
Cincinnati Financial Corp. 0.40% No change 90,000 $18.0M
Middleton & Co. Inc. 2.08% Reduce -0.4% 89,934 $18.0M
Vantage Wealth 4.19% Reduce -34.1% 89,747 $18.0M
Verdence Capital Advisors LLC 1.64% Reduce -2.6% 89,736 $18.0M
Biondo Investment Advisors, LLC 2.77% Reduce -0.4% 89,533 $17.9M
Foundations Investment Advisors, LLC 0.47% Add +10.8% 89,210 $17.9M
Cullinan Associates Inc. 1.00% Reduce -44.7% 88,915 $17.8M
Harbour Trust & Investment Management Co 2.24% Reduce -3.5% 88,912 $17.8M
Mgo One Seven LLC 0.93% Add +1.9% 88,826 $17.8M
Novare Capital Management LLC 1.61% Reduce -0.1% 88,793 $17.8M
Picton Mahoney Asset Management 0.75% Reduce -6.4% 88,775 $17.8M
Bar Harbor Wealth Management 1.19% Add +3.0% 88,753 $17.8M
Grand Jean Capital Management Inc. 4.67% Add +4.0% 88,364 $17.7M
Orange Investment Advisors, Inc. 2.12% Add +6.3% 88,347 $17.7M
Oak Harvest Investment Services 2.93% Add +4.5% 88,049 $17.6M
Sand Hill Global Advisors, LLC 0.84% Reduce -4.3% 87,943 $17.6M
Stevens Capital Management LP 3.42% Add +31.5% 87,680 $17.6M
Cohen Capital Management, Inc. 3.08% Add +0.9% 87,375 $17.5M
Bleakley Financial Group, LLC 0.50% Add +1.4% 87,063 $17.4M
Nixon Peabody Trust Co. 1.60% Add +3.9% 86,736 $17.4M
Thompson Siegel & Walmsley LLC 0.27% Reduce -1.3% 86,443 $17.3M
Lyell Wealth Management, LP 1.76% Reduce -0.1% 86,381 $17.3M
Montag A & Associates Inc. 0.87% Reduce -0.8% 86,191 $17.3M
Woodley Farra Manion Portfolio Management Inc. 0.95% Reduce -3.2% 86,032 $17.2M
Allworth Financial LP 0.12% Add +2.5% 85,772 $17.2M
Coldstream Capital Management Inc. 0.44% Add +3.7% 85,762 $17.2M
Rice Partnership, LLC 4.04% Add +2.6% 85,493 $17.1M
Motley Fool Asset Management LLC 1.10% Add +6.9% 85,099 $17.0M
MBB Public Markets I LLC 1.09% Reduce -43.2% 85,066 $17.0M
Bright Rock Capital Management, LLC 3.53% No change 85,000 $17.0M
Hoylecohen, LLC 1.30% Reduce -1.1% 84,970 $17.0M
Fort Sheridan Advisors LLC 3.20% Add +1.7% 84,846 $17.0M
Cape Cod Five Cents Savings Bank 1.63% Reduce -1.6% 84,695 $17.0M
Farmers Trust Co. 3.39% Reduce -4.7% 84,100 $16.8M
Forum Financial Management, LP 0.29% Reduce -8.6% 84,012 $16.8M
Praxis Investment Management Inc. 1.11% No change 83,705 $16.8M
Tufton Capital Management 3.28% Reduce -0.7% 83,421 $16.7M
Palisade Asset Management, LLC 1.62% Reduce -0.9% 83,287 $16.7M
Portland Investment Counsel Inc. 5.02% No change 6,302 $16.7M
Sowell Financial Services LLC 0.79% Reduce -3.5% 83,256 $16.7M
Aviance Capital Partners, LLC 2.48% Add +70.0% 83,165 $16.7M
Brookstone Capital Management 0.30% Reduce -45.1% 82,889 $16.6M
Sumitomo Mitsui Financial Group, Inc. 0.51% Add +1.5% 82,750 $16.6M
Woodmont Investment Counsel LLC 1.40% Add +0.6% 82,725 $16.6M
Allen Mooney & Barnes Investment Advisors LLC 3.17% Reduce -1.0% 84,516 $16.5M
GW&K Investment Management, LLC 0.15% Add +3008.1% 82,457 $16.5M
Means Investment Co., Inc. 2.13% Reduce -1.1% 82,346 $16.5M
Greenwood Gearhart LLC 1.59% Reduce -12.7% 81,517 $16.3M
Northwest & Ethical Investments L.P. 0.47% Reduce -30.4% 81,402 $16.3M
James Investment Research, Inc. 1.94% Reduce -3.5% 81,398 $16.3M
FourThought Financial Partners, LLC 1.86% Add +1.1% 80,923 $16.2M
Ballentine Partners, LLC 0.31% Add +4.6% 80,388 $16.1M
Willis Investment Counsel 1.10% Reduce -25.1% 80,180 $16.1M
Transcend Capital Advisors, LLC 1.29% Reduce -3.0% 80,063 $16.0M
Archon Partners LLC 1.96% No change 80,000 $16.0M
General American Investors Co. Inc. 1.19% No change 80,000 $16.0M
Advisors Asset Management, Inc. 0.31% Reduce -24.8% 79,945 $16.0M
Avantax Planning Partners, Inc. 0.52% Add +36.7% 79,397 $15.9M
Tompkins Financial Corp. 1.79% Reduce -1.6% 79,061 $15.8M
Tritonpoint Wealth, LLC 1.65% Reduce -3.6% 96,972 $15.8M
WoodTrust Financial Corp 2.51% Add +1.7% 78,985 $15.8M
Circle Wealth Management, LLC 0.39% Add +0.5% 78,936 $15.8M
Community Bank, N.A. 2.07% Reduce -2.9% 78,848 $15.8M
King Wealth Management Group 2.76% Add +1.4% 78,441 $15.7M
German American Bancorp, Inc. 1.89% Add +2.1% 78,364 $15.7M
Waverly Advisors, LLC 0.37% Add +71.4% 78,232 $15.7M
Integrated Advisors Network LLC 0.80% Reduce -2.9% 78,209 $15.7M
Vantage Investment Partners, LLC 1.40% Reduce -17.0% 78,008 $15.6M
Stockman Wealth Management, Inc. 2.76% Reduce -4.8% 77,956 $15.6M
Coppell Advisory Solutions Corp. 2.94% — 77,837 $15.6M
Rakuten Investment Management, Inc. 0.11% Add +985.8% 77,740 $15.6M
First Trust Direct Indexing L.P. 1.16% Add +8.4% 77,612 $15.5M
Whitener Capital Management, Inc. 5.08% Reduce -0.1% 77,504 $15.5M
Connor, Clark & Lunn Investment Management Ltd. 0.07% Add +81.0% 77,443 $15.5M
Burns J W & Co. Inc. 2.16% Reduce -3.6% 77,318 $15.5M
SteelPeak Wealth, LLC 0.79% Add +4.8% 77,314 $15.5M
Winslow Asset Management Inc. 2.91% Reduce -0.7% 77,278 $15.5M
GLOBALT Investments LLC / GA 0.62% Reduce -1.0% 77,198 $15.5M
Pictet North America Advisors SA 1.72% Reduce -4.2% 76,983 $15.4M
Eagle Rock Investment Company, LLC 2.86% Reduce -0.1% 76,931 $15.4M
Chicago Partners Investment Group LLC 0.65% Add +1.3% 79,828 $15.3M
Schnieders Capital Management LLC 3.19% Reduce -0.8% 76,550 $15.3M
North Star Asset Management Inc. 0.72% Reduce -0.0% 76,341 $15.3M
Ashton Thomas Private Wealth, LLC 0.87% Add +3.0% 76,166 $15.3M
Valicenti Advisory Services Inc. 4.25% Reduce -4.5% 76,148 $15.3M
Alberta Investment Management Corp 0.16% No change 76,100 $15.2M
Iowa State Bank 3.37% Reduce -0.7% 76,082 $15.2M
Siemens Fonds Invest GmbH 1.17% Reduce -4.0% 75,654 $15.2M
NewSquare Capital LLC 1.34% Add +0.2% 76,243 $15.1M
Sigma Planning Corp 0.47% Add +122.8% 75,270 $15.1M
Alpine Woods Capital Investors, LLC 2.99% Reduce -40.5% 78,539 $15.1M
Telos Capital Management, Inc. 1.69% Reduce -1.3% 75,006 $15.0M
Boston Financial Mangement LLC 0.48% Add +0.9% 74,993 $15.0M
NJ State Employees Deferred Compensation Plan 1.90% No change 74,800 $15.0M
Twin Capital Management Inc. 1.86% Reduce -3.4% 74,733 $15.0M
Spinnaker Trust 0.96% Add +0.6% 74,484 $14.9M
Community Bank of Raymore 6.96% Reduce -4.1% 74,048 $14.8M
Generate Investment Management Ltd 1.16% Add +13.5% 73,851 $14.8M
Allied Investment Advisors, LLC 3.57% Add +0.2% 73,756 $14.8M
1ST Source Bank 0.86% Reduce -1.2% 73,677 $14.8M
Altrafin AG 5.34% Add +0.3% 73,607 $14.7M
Matthew 25 Management Corp 5.01% Reduce -8.1% 73,500 $14.7M
Bank of Nova Scotia Trust Co. 1.58% Reduce -1.3% 73,483 $14.7M
NEOS Investment Management LLC 0.90% Add +61.3% 72,874 $14.6M
Caldwell Trust Co 1.70% Add +2.9% 72,730 $14.6M
Cohen Klingenstein LLC 0.54% No change 72,700 $14.6M
Simmons Bank 1.09% Reduce -1.4% 72,610 $14.5M
Castleark Management LLC 0.60% No change 72,365 $14.5M
Merit Financial Group, LLC 0.35% Add +68.7% 76,071 $14.5M
Connors Investor Services Inc. 1.52% Reduce -7.1% 72,024 $14.4M
Ritholtz Wealth Management 0.50% Add +7.7% 71,921 $14.4M
Signaturefd, LLC 0.30% Add +2.9% 71,829 $14.4M
Barlow Wealth Partners, LLC 1.95% Add +0.6% 78,411 $14.3M
Hollencrest Capital Management 0.66% Add +92.7% 71,493 $14.3M
Punch & Associates Investment Management, Inc. 0.82% Reduce -7.8% 71,380 $14.3M
Strategy Asset Managers LLC 3.06% Reduce -2.0% 71,238 $14.3M
Woodstock Corp. 1.48% Reduce -0.3% 71,237 $14.3M
Tokio Marine Asset Management Co. Ltd. 0.72% Add +9.6% 71,146 $14.3M
Ossiam 0.25% Reduce -4.5% 71,036 $14.2M
Waratah Capital Advisors Ltd. 0.73% Add +23.9% 70,958 $14.2M
Hamilton Capital Partners Inc. 1.72% Add +39.4% 70,953 $14.2M
Cypress Capital Group 1.70% Reduce -1.0% 70,872 $14.2M
Heritage Trust Co 1.90% Reduce -3.0% 70,816 $14.2M
SFE Investment Counsel 3.21% Reduce -0.8% 70,761 $14.2M
Journey Advisory Group, LLC 1.74% Add +0.4% 70,447 $14.1M
Legacy Private Trust Co. 1.03% Reduce -0.7% 70,434 $14.1M
WealthBridge Investment Counsel Inc. 5.23% Reduce -1.6% 70,331 $14.1M
Holowesko Partners Ltd. 5.76% Reduce -2.5% 70,300 $14.1M
JB Capital LLC 0.94% Reduce -27.0% 70,275 $14.1M
Lombard Odier Asset Management (Switzerland) SA 0.99% Add +137.7% 70,197 $14.1M
Pettyjohn, Wood & White, Inc. 2.80% Add +0.3% 70,175 $14.1M
Haverford Financial Services, Inc. 4.03% Reduce -14.5% 69,905 $14.0M
Eagle Ridge Investment Management 1.29% Reduce -2.8% 69,806 $14.0M
PFG Investments, LLC 0.85% Add +184.1% 69,781 $14.0M
Farmers National Bank 4.17% Add +1.0% 69,761 $14.0M
AIA Group Ltd 0.45% Add +14.8% 69,423 $13.9M
Chemung Canal Trust Co. 2.68% Reduce -2.0% 69,328 $13.9M
Van Hulzen Asset Management, LLC 0.92% Reduce -2.7% 69,309 $13.9M
Country Club Bank 0.98% Reduce -2.4% 69,012 $13.8M
GAM Holding AG 1.00% Add +0.3% 68,862 $13.8M
SlateStone Wealth, LLC 1.37% Add +55.3% 68,104 $13.6M
Thoroughbred Financial Services, LLC 1.31% Reduce -31.5% 68,069 $13.6M
NatWest Group plc 5.24% Reduce -7.1% 67,910 $13.6M
Avitas Wealth Management LLC 2.06% Add +1.0% 67,812 $13.6M
Forvis Mazars Wealth Advisors, LLC 0.35% Add +8.2% 67,707 $13.6M
Naples Global Advisors, LLC 1.39% Reduce -0.3% 67,587 $13.5M
Buckingham Strategic Wealth, LLC 0.14% Add +5.1% 67,233 $13.5M
Griffin Asset Management, Inc. 1.61% Add +0.8% 67,219 $13.5M
Shell Asset Management Co. 0.61% Add +6.8% 66,437 $13.4M
Barbara Oil Co. 5.67% No change 67,000 $13.4M
One Capital Management, LLC 0.49% Reduce -1.1% 66,804 $13.4M
GDS Wealth Management 1.56% Add +9.8% 66,654 $13.4M
Stratos Wealth Advisors, LLC 0.79% Reduce -24.4% 66,637 $13.3M
Cyndeo Wealth Partners, LLC 1.10% Reduce -0.9% 66,338 $13.3M
Wellington Shields Capital Management, LLC 2.50% Reduce -3.2% 66,087 $13.2M
JCIC Asset Management Inc. 5.45% Add +0.3% 66,051 $13.2M
Qube Research & Technologies Ltd 0.02% Reduce -69.1% 65,841 $13.2M
Horizon Investments, LLC 0.34% Add +2.5% 65,739 $13.1M
Wells Trecaso Financial Group, LLC 4.62% Add +1.1% 65,285 $13.1M
Buffington Mohr McNeal 2.36% Add +0.5% 65,052 $13.0M
Buckley Wealth Management, LLC 4.17% Reduce -2.7% 64,851 $13.0M
New England Asset Management Inc. 2.09% Reduce -1.1% 64,375 $12.9M
Ar Asset Management Inc. 3.18% Reduce -1.5% 64,231 $12.9M
Viking Fund Management LLC 2.32% Reduce -4.5% 64,000 $12.8M
Level Four Advisory Services, LLC 0.70% Add +2.6% 75,324 $12.8M
Thompson Investment Management, Inc. 1.94% Reduce -15.8% 63,726 $12.8M
Concurrent Investment Advisors, LLC 0.52% Reduce -6.6% 63,699 $12.8M
Mitchell Sinkler & Starr 3.19% Reduce -12.3% 63,668 $12.8M
Live Oak Private Wealth LLC 2.20% Reduce -1.2% 63,445 $12.7M
Foster & Motley Inc. 0.87% Reduce -0.0% 63,420 $12.7M
Visionary Wealth Advisors 0.86% Reduce -0.3% 63,303 $12.7M
Laurel Wealth Advisors LLC 2.18% Reduce -0.4% 63,286 $12.7M
Royal Fund Management, LLC 1.46% Add +5.6% 63,004 $12.6M
Invictus Private Wealth, LLC 1.12% Reduce -1.4% 62,974 $12.6M
Fagan Associates, Inc. 2.36% Add +0.9% 62,959 $12.6M
Global Retirement Partners, LLC 0.47% Add +1.1% 62,914 $12.6M
Choreo, LLC 0.32% Reduce -7.8% 62,795 $12.6M
Nicolet Advisory Services, LLC 1.27% Add +0.7% 63,673 $12.6M
Composition Wealth, LLC 0.32% Add +3.5% 62,615 $12.5M
Pettee Investors, Inc. 5.30% Reduce -10.8% 62,494 $12.5M
Carmel Capital Management L.L.C. 5.14% Add +0.7% 62,433 $12.5M
Hills Bank & Trust Co 1.06% Reduce -0.9% 62,355 $12.5M
DORCHESTER WEALTH MANAGEMENT Co 2.24% Reduce -2.4% 62,265 $12.5M
Cypress Asset Management Inc. 3.37% Reduce -1.8% 60,661 $12.4M
Sara-Bay Financial 5.55% Reduce -0.0% 62,211 $12.4M
Venator Management LLC 3.66% Reduce -0.5% 61,575 $12.3M
River Wealth Advisors LLC 1.79% Add +3.6% 61,573 $12.3M
Xcel Wealth Management, LLC 3.88% Reduce -4.3% 61,510 $12.3M
First Merchants Corp. 0.92% Add +7.3% 61,142 $12.2M
Principal Securities, Inc. 0.38% Add +7.8% 61,078 $12.2M
RiverFront Investment Group, LLC 0.34% Add +12.0% 60,942 $12.2M
Financiere des Professionnels - Fonds d'investissement inc. 0.98% No change 60,735 $12.2M
Spectrum Wealth Counsel, LLC 1.48% Reduce -0.5% 60,526 $12.1M
Zuckerman Investment Group, LLC 1.40% Reduce -0.0% 60,513 $12.1M
Cadence Bank 0.88% Reduce -1.0% 60,492 $12.1M
Hoertkorn Richard Charles 5.19% Reduce -3.1% 60,403 $12.1M
Stolper Co 4.35% Reduce -0.1% 60,157 $12.0M
Brown Shipley& Co Ltd 3.78% Add +10.4% 60,513 $12.0M
Access Investment Management LLC 3.97% No change 60,000 $12.0M
Nwi Management LP 1.65% No change 60,000 $12.0M
Harrell Investment Partners, LLC 3.56% Reduce -2.3% 59,942 $12.0M
Next Level Private LLC 5.51% Add +8.5% 59,917 $12.0M
Essex Financial Services, Inc. 1.11% Add +0.7% 59,858 $12.0M
Bison Wealth, LLC 1.95% Reduce -0.8% 59,757 $12.0M
Mengis Capital Management, Inc. 1.86% Add +3.1% 59,749 $12.0M
Westpac Banking Corp. 0.91% Add +16.2% 59,566 $11.9M
Roundview Capital LLC 0.98% Add +8.3% 59,552 $11.9M
Shorepoint Capital Partners LLC 2.91% Reduce -1.3% 59,488 $11.9M
Gotham Asset Management 0.18% Add +2.4% 59,331 $11.9M
Cornerstone Wealth Group, LLC 1.10% Add +30.9% 59,270 $11.9M
Addenda Capital Inc. 0.45% Reduce -5.5% 59,243 $11.9M
Red Door Wealth Management, LLC 2.29% Add +1.4% 59,205 $11.9M
Sompo Asset Management Co., Ltd. 1.94% Add +4.9% 59,187 $11.9M
Bank of Hawaii 0.57% Add +0.0% 58,886 $11.8M
Mitchell Capital Management Co. 2.25% Add +4.9% 58,664 $11.8M
Perennial Advisors, LLC 2.72% Reduce -2.3% 58,433 $11.7M
Princeton Global Asset Management LLC 2.78% Reduce -3.5% 58,385 $11.7M
Diversified Trust Co. 0.35% Reduce -27.1% 58,258 $11.7M
Harbor Capital Advisors, Inc. 1.52% New 58,173 $11.7M
Constitution Capital LLC 6.58% Reduce -0.2% 58,148 $11.6M
Boyar Asset Management Inc. 7.59% Add +8.1% 58,083 $11.6M
GFS Advisors, LLC 1.92% Add +0.0% 58,001 $11.6M
Bard Financial Services, Inc. 1.23% Reduce -1.8% 57,965 $11.6M
Cardinal Capital Management 1.87% Add +4.8% 57,445 $11.5M
Pine Valley Investments Ltd Liability Co 0.89% Reduce -2.7% 57,267 $11.5M
Cyrus J. Lawrence, LLC 2.54% — 57,257 $11.5M
SRH Advisors, LLC 3.64% No change 57,240 $11.5M
Radnor Capital Management, LLC 1.95% Reduce -3.3% 56,957 $11.4M
Independent Investors Inc. 2.73% Reduce -0.2% 56,934 $11.4M
Certuity, LLC 1.01% Reduce -23.8% 56,867 $11.4M
Moneta Group Investment Advisors LLC 0.19% Add +10.9% 56,814 $11.4M
Meritage Portfolio Management 0.73% Reduce -5.9% 56,760 $11.4M
Nations Financial Group Inc, /Ia/ 0.96% Add +13.1% 56,670 $11.4M
Camden National Bank 2.00% Reduce -3.8% 56,662 $11.3M
Sound View Wealth Advisors Group, LLC 1.20% Reduce -10.4% 56,403 $11.3M
Barometer Capital Management Inc. 2.93% Reduce -7.7% 58,917 $11.3M
Greystone Financial Group, LLC 2.25% Reduce -8.0% 56,389 $11.3M
Sigma Investment Counselors Inc. 0.73% Reduce -0.9% 56,315 $11.3M
Azora Capital LP 0.82% Reduce -79.5% 56,293 $11.3M
Apriem Advisors 1.41% Reduce -1.4% 56,209 $11.3M
Clough Capital Partners L P 1.24% No change 56,200 $11.3M
Pioneer Trust Bank N A 3.13% Add +0.3% 56,176 $11.3M
GAMMA Investing LLC 2.29% Add +8.6% 56,159 $11.2M
M&R Capital Management Inc. 2.75% Reduce -2.8% 56,069 $11.2M
First Western Trust Bank 0.51% Reduce -4.0% 55,976 $11.2M
Chicago Capital, LLC 0.34% Add +0.6% 55,965 $11.2M
Plimoth Trust Co. LLC 2.99% Reduce -3.8% 55,958 $11.2M
Lynch & Associates 2.59% Reduce -7.0% 55,904 $11.2M
EagleClaw Capital Managment, LLC 2.02% Reduce -1.3% 55,742 $11.2M
Overbrook Management Corp 3.00% Reduce -38.0% 55,705 $11.2M
SPX Gestao de Recursos Ltda 0.97% New 55,378 $11.1M
HTLF Bank 1.27% Reduce -2.4% 55,223 $11.1M
Hartford Financial Management Inc. 2.33% Reduce -0.5% 55,179 $11.1M
Symmetry Partners, LLC 0.86% Reduce -5.7% 54,992 $11.0M
Vestcor Inc 0.38% Reduce -11.2% 54,937 $11.0M
Meridian Wealth Advisors, LLC 2.07% Add +3.6% 54,921 $11.0M
Family Capital Trust Co 3.77% Reduce -1.8% 54,879 $11.0M
Equitable Trust Co. 0.76% Add +14.6% 54,770 $11.0M
Worldquant Millennium Advisors LLC 0.14% Add +122.0% 54,625 $10.9M
Harbor Investment Advisory, LLC 1.14% Add +4.0% 68,374 $10.9M
Trueblood Wealth Management, LLC 6.26% Reduce -3.7% 54,544 $10.9M
Capital Analysts, LLC 0.51% Reduce -2.6% 54,516 $10.9M
Optiver Holding B.V. 0.45% Reduce -61.4% 54,490 $10.9M
Strategic Wealth Partners, Ltd. 1.20% Add +5.2% 54,404 $10.9M
Mission Wealth Management, LP 0.29% Add +58.2% 54,386 $10.9M
Inlet Private Wealth, LLC 3.04% Reduce -2.2% 54,371 $10.9M
Stratos Investment Management, LLC 1.06% Reduce -2.6% 54,225 $10.9M
Ninety One SA (Pty) Ltd 1.56% Reduce -67.5% 54,312 $10.9M
Greenwood Capital Associates LLC 1.44% Reduce -11.6% 54,141 $10.8M
Mirador Capital Partners LP 2.06% Add +5.2% 53,922 $10.8M
NorthRock Partners, LLC 0.41% Add +12.8% 57,420 $10.8M
AMG National Trust Bank 0.31% Add +2.5% 53,754 $10.8M
IHT Wealth Management, LLC 0.43% Reduce -4.1% 53,679 $10.8M
Executive Wealth Management, LLC 0.94% Add +346.9% 53,981 $10.7M
Pittenger & Anderson Inc. 0.44% Reduce -0.2% 53,531 $10.7M
Goelzer Investment Management, Inc. 0.61% Add +4.3% 53,526 $10.7M
Plato Investment Management Ltd 1.11% Add +1211.6% 53,383 $10.7M
Asset Dedication, LLC 0.80% Add +3.0% 53,315 $10.7M
CPC Advisors, LLC 1.82% Add +4.3% 53,248 $10.7M
Fulton Bank, N.A. 0.44% Reduce -1.5% 53,169 $10.6M
Capital Group Investment Management Pte. LTD. 1.91% Reduce -48.1% 53,152 $10.6M
Rench Wealth Management, Inc. 4.07% Reduce -1.0% 52,993 $10.6M
Capstone Financial Advisors, Inc. 0.71% Add +0.2% 52,959 $10.6M
Baldwin Investment Management, LLC 1.44% Add +6.0% 52,957 $10.6M
Baker Ellis Asset Management LLC 1.58% Add +1.2% 52,922 $10.6M
Fulcrum Capital LLC 2.51% Reduce -1.9% 52,889 $10.6M
Arkadios Wealth Advisors 0.82% Add +0.7% 52,676 $10.6M
Cutler Investment Counsel LLC 1.41% Add +0.0% 52,435 $10.5M
NBW Capital LLC 2.14% Add +2.6% 52,315 $10.5M
Hudson Edge Investment Partners Inc. 2.04% Add +1.6% 52,286 $10.5M
Sumitomo Life Insurance Co. 0.27% Reduce -3.1% 52,257 $10.5M
Compass Wealth Management LLC 2.62% Reduce -2.3% 52,232 $10.5M
KG Capital Management 4.15% Reduce -0.9% 52,523 $10.5M
Ascent Wealth Partners, LLC 1.55% Add +0.6% 52,143 $10.4M
Hodges Capital Management Inc. 0.66% Reduce -17.7% 52,046 $10.4M
Onex Canada Asset Management Inc. 1.04% Reduce -8.0% 51,988 $10.4M
Bray Capital Advisors 2.64% Reduce -0.6% 51,812 $10.4M
Diversify Advisory Services, LLC 0.61% — 52,087 $10.4M
Wealthspire Advisors, LLC 0.14% Reduce -5.5% 51,511 $10.3M
Ballast Advisors LLC 3.47% Reduce -0.1% 51,425 $10.3M
Atlanta Consulting Group Advisors, LLC 3.56% — 51,404 $10.3M
Graves Light Lenhart Wealth, Inc. 1.19% Reduce -18.2% 51,366 $10.3M
Intact Investment Management Inc. 0.41% Reduce -1.2% 51,300 $10.3M
Genus Capital Management Inc. 1.33% — 51,286 $10.3M
Steward Partners Investment Solutions, LLC 1.72% Add +114.3% 51,081 $10.2M
Focus Partners Advisor Solutions, LLC 0.30% Add +237.5% 52,789 $10.2M
Pacific Global Investment Management Co. 1.95% Reduce -2.5% 51,035 $10.2M
Miramar Capital, LLC 2.58% Reduce -33.9% 53,275 $10.2M
Brave Asset Management Inc. 2.65% Reduce -2.5% 50,983 $10.2M
Avior Wealth Management, LLC 0.47% Add +29.4% 50,982 $10.2M
XML Financial, LLC 1.05% Reduce -13.8% 50,976 $10.2M
Wealthcare Advisory Partners LLC 0.33% Add +29.4% 50,960 $10.2M
Banque Pictet & Cie SA 0.11% Add +19.9% 50,860 $10.2M
Teamwork Financial Advisors, LLC 1.56% Add +1983.7% 50,739 $10.2M
Magnus Financial Group LLC 1.22% Add +10.3% 50,734 $10.2M
Bridge Creek Capital Management LLC 3.24% Reduce -1.1% 50,534 $10.1M
American National Bank & Trust 1.34% Reduce -1.5% 50,501 $10.1M
Stablepoint Partners, LLC 2.05% Add +16.0% 50,398 $10.1M
Marietta Wealth Management, LLC 1.67% Reduce -2.4% 50,388 $10.1M
Seaview Investment Managers LLC 3.04% Add +1.6% 50,374 $10.1M
Jamison Private Wealth Management, Inc. 1.70% Add +2.0% 50,265 $10.1M
Smithbridge Asset Management Inc. 2.08% Reduce -1.3% 50,236 $10.1M
Frisch Financial Group, Inc. 3.34% Reduce -3.4% 50,213 $10.1M
Dividend Assets Capital, LLC 2.11% Reduce -5.0% 50,012 $10.0M
Meeder Advisory Services, Inc. 1.02% Add +4.4% 49,850 $10.0M
TrinityBridge Ltd 0.36% Add +9.2% 49,851 $10.0M
American Money Management, LLC 2.08% Reduce -1.6% 49,779 $10.0M
DoubleLine ETF Adviser LP 2.53% Add +2.6% 49,678 $10.0M
First Hawaiian Bank 0.31% Reduce -5.8% 49,625 $9.9M
Laffer Tengler Investments, Inc. 3.25% Add +11.0% 49,615 $9.9M
Commonwealth Retirement Investments LLC 4.74% Reduce -2.2% 49,564 $9.9M
AlphaCore Capital LLC 2.64% Reduce -0.4% 49,505 $9.9M
American National Bank & Trust Co. 2.33% — 49,333 $9.9M
Skylands Capital, LLC 1.36% Reduce -12.6% 49,315 $9.9M
Whalerock Point Partners, LLC 2.78% Add +3.0% 49,220 $9.9M
Patton Albertson Miller Group, LLC 1.47% Add +3.9% 49,077 $9.8M
Wright Investors Service Inc. 2.49% Reduce -2.0% 49,047 $9.8M
First National Advisers, LLC 2.20% Add +29.2% 53,728 $9.8M
Knights of Columbus Asset Advisors LLC 0.71% Add +0.8% 48,992 $9.8M
Adalta Capital Management LLC 5.42% Add +1.6% 48,989 $9.8M
Harbour Investments, Inc. 0.35% Add +3.4% 48,917 $9.8M
Coerente Capital Management 1.85% Add +12.8% 48,761 $9.8M
Earnest Partners LLC 0.04% Reduce -44.4% 48,576 $9.7M
Ascent Group, LLC 0.86% Add +2.4% 48,564 $9.7M
Harbour Capital Advisors, LLC 2.40% Add +0.8% 48,760 $9.7M
Financial Partners Group, LLC 3.75% Add +3.1% 48,347 $9.7M
Wellington Shields & Co., LLC 3.24% Add +0.0% 48,332 $9.7M
Bangor Savings Bank 0.99% Reduce -1.9% 48,312 $9.7M
Profund Advisors LLC 0.38% Add +0.6% 48,127 $9.6M
McGinn Penninger Investment Management, Inc. 6.30% Reduce -0.8% 47,965 $9.6M
Richard C. Young & CO., LTD. 1.21% New 47,926 $9.6M
Stokes Family Office, LLC 1.20% Reduce -0.7% 47,874 $9.6M
Douglass Winthrop Advisors, LLC 0.20% Add +10.4% 47,843 $9.6M
K.J. Harrison & Partners Inc 1.48% Add +14.9% 47,794 $9.6M
Joel Isaacson & Co., LLC 0.52% Add +11.1% 47,730 $9.6M
Wintrust Investments LLC 0.84% Add +0.6% 47,661 $9.5M
RWQ Financial Management Services, Inc. 4.14% Add +18.8% 47,600 $9.5M
Boston Family Office LLC 0.68% Reduce -3.2% 47,394 $9.5M
Community Bank & Trust, Waco, Texas 2.33% Add +0.2% 47,380 $9.5M
Socorro Asset Management LP 3.62% Reduce -16.0% 47,305 $9.5M
Schulhoff & Co. Inc. 4.15% Reduce -0.3% 47,303 $9.5M
Quadrant Capital Group LLC 0.75% Add +0.4% 47,220 $9.5M
Geneos Wealth Management Inc. 0.43% Reduce -0.4% 47,220 $9.5M
DF Dent & Co. Inc. 0.11% Add +82.8% 46,951 $9.4M
Wealth Advisory Solutions, LLC 2.43% Reduce -6.1% 46,873 $9.4M
Dean Investment Associates, LLC 1.29% Reduce -7.5% 46,731 $9.4M
Redmond Asset Management, LLC 2.97% Reduce -7.6% 46,708 $9.4M
MN Wealth Advisors, LLC 5.78% Add +31.9% 46,627 $9.3M
D L Carlson Investment Group Inc. 1.82% Reduce -2.2% 46,613 $9.3M
Ameritas Advisory Services, LLC 0.38% Add +47.3% 47,694 $9.3M
Wittenberg Investment Management, Inc. 3.20% Reduce -0.1% 46,412 $9.3M
Embree Financial Group 1.82% Reduce -3.7% 46,353 $9.3M
WESPAC Advisors SoCal, LLC 2.42% Reduce -1.7% 46,214 $9.3M
Strategic Global Advisors, LLC 1.99% Reduce -5.5% 46,078 $9.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.09% Reduce -0.6% 48,712 $9.2M
B & T Capital Management DBA Alpha Capital Management 1.80% Reduce -4.3% 46,015 $9.2M
Old Second National Bank of Aurora 2.39% Reduce -3.5% 46,000 $9.2M
Lake Street Private Wealth, LLC 1.28% Add +14.4% 45,985 $9.2M
Walter & Keenan Wealth Management LLC /in/ 3.02% Reduce -1.4% 45,984 $9.2M
Hixon Zuercher, LLC 3.89% Add +1.0% 45,917 $9.2M
Shepherd Financial Partners LLC 1.20% Add +2.2% 45,898 $9.2M
Seneca House Advisors 4.00% Reduce -9.7% 45,886 $9.2M
Pitcairn Co. 0.59% Add +10.8% 45,768 $9.2M
Calydon Capital 1.73% Add +29.1% 45,819 $9.2M
Covington Investment Advisors Inc. 1.49% Reduce -1.8% 45,680 $9.2M
Kintegral Advisory, LLC 0.91% Reduce -0.3% 45,634 $9.1M
Northwest Bancshares, Inc. 1.44% Add +1.5% 45,620 $9.1M
Ipswich Investment Management Co., Inc. 2.14% Add +0.6% 45,544 $9.1M
Garland Capital Management Inc. 6.04% Reduce -1.1% 45,500 $9.1M
Texas Capital Bank Wealth Management Services Inc 1.00% Reduce -11.7% 45,496 $9.1M
Schechter Investment Advisors, LLC 0.68% Reduce -0.1% 45,475 $9.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2.25% Reduce -2.0% 45,401 $9.1M
Brown Miller Wealth Management, LLC 4.00% Add +3.1% 45,284 $9.1M
Stokes Capital Advisors, LLC 2.63% Reduce -0.8% 45,219 $9.1M
Parthenon LLC 1.15% Add +1.0% 45,199 $9.1M
Compound Planning, Inc. 0.84% Add +14.9% 45,179 $9.0M
Exane Asset Management 6.98% Reduce -64.4% 45,142 $9.0M
Freemont Management S.A. 1.39% Reduce -23.7% 45,100 $9.0M
Abbrea Capital, LLC 1.19% Reduce -1.2% 45,098 $9.0M
Trajan Wealth LLC 0.61% — 45,032 $9.0M
Canal Capital Management, LLC 1.51% Add +0.7% 45,018 $9.0M
Independence Bank of Kentucky 2.70% Add +25.2% 45,017 $9.0M
Premier Fund Managers Ltd 0.36% No change 45,109 $9.0M
McRae Capital Management Inc. 1.96% Reduce -1.4% 44,767 $9.0M
Duncker Streett & Co. Inc. 1.77% Reduce -0.3% 44,703 $9.0M
Nelson Capital Management, LLC 1.71% Reduce -1.4% 44,638 $8.9M
Bogart Wealth, LLC 0.46% Add +17.6% 44,529 $8.9M
Waldron Private Wealth LLC 0.40% Add +5.3% 44,460 $8.9M
Oxford Financial Group, LTD. LLC 0.62% Add +0.4% 44,447 $8.9M
Bcwm, LLC 3.06% Reduce -25.4% 44,423 $8.9M
City Holding Co. 1.33% Add +2.2% 44,360 $8.9M
Graypoint LLC 0.64% Add +1.8% 44,340 $8.9M
Elk River Wealth Management LLC 1.80% Reduce -9.9% 44,276 $8.9M
RPG Investment Advisory, LLC 1.33% Reduce -0.1% 44,255 $8.9M
Lanark Financial, Inc. 0.83% Add +2.1% 44,232 $8.9M
Flagship Harbor Advisors, LLC 0.57% Reduce -0.8% 44,199 $8.9M
Boyd Watterson Asset Management LLC 3.22% Add +0.3% 44,194 $8.9M
Private Trust Co. NA 0.95% Reduce -5.7% 44,005 $8.8M
Colonial Trust Co / SC 1.65% Add +1.7% 43,904 $8.8M
First Interstate Bank 0.61% Reduce -4.4% 43,802 $8.8M
Community Financial Services Group, LLC 1.99% — 43,712 $8.8M
Granite Investment Partners, LLC 0.33% No change 43,630 $8.7M
Asset Planning Services Inc. /La/ 4.88% Reduce -1.3% 43,577 $8.7M
Fifth Third Wealth Advisors LLC 1.36% Add +27.1% 43,557 $8.7M
Summit Trail Advisors, LLC 0.23% Add +37.5% 43,352 $8.7M
Peterson Wealth Services 3.15% Reduce -3.3% 43,230 $8.7M
SevenBridge Financial Group, LLC 1.96% Reduce -3.8% 45,444 $8.7M
Beacon Financial Group 0.99% Reduce -2.5% 43,196 $8.7M
Marex Group Ltd 0.28% Reduce -15.3% 43,192 $8.7M
ExodusPoint Capital Management, LP 0.11% New 43,159 $8.6M
Advocate Group LLC 1.72% Add +11.5% 43,156 $8.6M
Harvey Capital Management Inc. 2.53% Reduce -0.2% 43,142 $8.6M
Girard Partners LTD. 0.81% Reduce -41.4% 43,044 $8.6M
Sage Mountain Advisors LLC 0.90% Add +1.9% 42,994 $8.6M
Strategic Advisors LLC 1.69% Reduce -3.5% 42,814 $8.6M
Baader Bank Aktiengesellschaft 0.70% Reduce -3.8% 42,716 $8.6M
Intrust Bank NA 0.92% Reduce -1.8% 42,646 $8.5M
American Trust 0.71% Reduce -5.7% 42,592 $8.5M
Townsend Asset Management Corp. /NC/ 3.39% Add +2.5% 42,541 $8.5M
Maltese Capital Management LLC 1.66% Add +553.9% 42,500 $8.5M
Concentric Wealth Management, LLC 2.27% Reduce -1.0% 42,500 $8.5M
GQG Partners LLC 0.01% Add +1.9% 42,385 $8.5M
Traynor Capital Management, Inc. 0.81% Add +1.7% 42,325 $8.5M
Kavar Capital Partners Group, LLC 1.56% Reduce -49.3% 42,300 $8.5M
Arrow Financial Corp 0.84% Reduce -5.8% 42,141 $8.4M
Bradley & Co. Private Wealth Management, LLC 6.79% Add +4.3% 41,947 $8.4M
Jacobi Capital Management LLC 0.78% Reduce -12.1% 41,906 $8.4M
Concord Investment Counsel Inc. 3.02% — 41,836 $8.4M
Wetzel Investment Advisors, Inc. 4.93% Reduce -1.7% 46,227 $8.4M
Brighton Jones LLC 0.30% Add +2.8% 41,771 $8.4M
Arvest Investments, Inc. 1.32% Reduce -9.0% 41,658 $8.3M
Providence Capital Advisors, LLC 1.82% Add +1.7% 41,548 $8.3M
Beverly Hills Private Wealth, LLC 1.93% Add +1.9% 41,530 $8.3M
Mandatum Life Insurance Co Ltd 2.78% No change 41,502 $8.3M
OPTIMAS CAPITAL Ltd 7.27% Add +262.4% 41,500 $8.3M
First Nebraska Trust Co 0.86% Reduce -0.3% 41,455 $8.3M
DT Investment Partners, LLC 0.84% Reduce -0.3% 41,432 $8.3M
Concentric Capital Strategies, LP 0.53% Reduce -26.4% 41,395 $8.3M
AlTi Global, Inc. 0.23% Reduce -6.7% 41,427 $8.3M
Global Wealth Management Investment Advisory, Inc. 2.03% Reduce -4.5% 41,366 $8.3M
Claro Advisors Inc. 1.44% Add +1.4% 41,339 $8.3M
Unison Asset Management LLC 4.32% Reduce -0.8% 41,180 $8.2M
Hilltop Holdings Inc. 0.92% Reduce -8.3% 41,150 $8.2M
Confluence Wealth Services, Inc. 0.73% Add +2.8% 41,133 $8.2M
Pinnacle Wealth Management Advisory Group, LLC 0.88% Add +1.1% 41,063 $8.2M
Selway Asset Management 3.29% Reduce -0.2% 41,037 $8.2M
RBF Capital, LLC 0.46% No change 41,000 $8.2M
Fusion Capital, LLC 3.75% Reduce -1.9% 40,945 $8.2M
Chronos Wealth Management, LLC 4.77% Reduce -0.3% 40,695 $8.2M
Jaffetilchin Investment Partners, LLC 0.73% Add +4.1% 40,440 $8.1M
Alpha Omega Wealth Management LLC 1.50% Reduce -4.3% 40,367 $8.1M
Parcion Private Wealth LLC 0.71% Reduce -2.7% 40,324 $8.1M
Bristlecone Advisors, LLC 0.71% Reduce -0.8% 40,234 $8.1M
Hennessy Advisors Inc. 0.34% Reduce -30.4% 40,200 $8.1M
Hilton Capital Management, LLC 0.72% Add +0.1% 40,162 $8.0M
Legacy Trust 2.00% Add +9.8% 40,088 $8.0M
PDS Planning, Inc 0.84% Add +4.9% 40,044 $8.0M
Summerhill Capital Management lnc. 5.10% — 40,037 $8.0M
Quattro Financial Advisors LLC 2.28% New 40,000 $8.0M
McDonald Partners LLC 2.20% Reduce -5.4% 39,913 $8.0M
Independent Financial Group, LLC 0.37% Add +17.1% 39,844 $8.0M
Owen LaRue, LLC 4.99% Add +45.5% 39,791 $8.0M
Hohimer Wealth Management, LLC 1.86% Add +3.2% 39,728 $8.0M
Beacon Bank & Trust 1.98% Reduce -5.0% 39,723 $8.0M
Legacy Financial Advisors, Inc. 1.43% Reduce -3.5% 39,714 $8.0M
Vise Technologies, Inc. 1.56% Add +36.3% 39,663 $7.9M
Citizens National Bank Trust Department 1.84% Reduce -0.9% 39,636 $7.9M
J.W. Cole Advisors, Inc. 0.40% Add +1.9% 39,638 $7.9M
Insigneo Advisory Services, LLC 0.94% Add +1.6% 39,304 $7.9M
YHB Investment Advisors, Inc. 0.70% Add +4.3% 39,232 $7.9M
McKinley Capital Management LLC 0.94% Reduce -7.7% 39,230 $7.9M
Giverny Capital 0.32% Add +6.6% 39,203 $7.9M
Chemistry Wealth Management LLC 2.11% Add +5.1% 39,084 $7.8M
Capital Asset Advisory Services LLC 0.45% Reduce -0.5% 39,616 $7.8M
Lorne Steinberg Wealth Management Inc. 2.44% Add +0.2% 39,031 $7.8M
Van Strum & Towne Inc. 2.86% Reduce -0.9% 39,029 $7.8M
Robertson Stephens Wealth Management, LLC 0.43% Reduce -0.2% 39,012 $7.8M
Summit Financial, LLC 0.46% Reduce -12.0% 38,959 $7.8M
Cornercap Investment Counsel Inc. 1.20% Reduce -0.9% 38,811 $7.8M
Claar Advisors LLC 2.50% No change 38,800 $7.8M
Anchor Investment Management, LLC 0.81% Add +11.3% 38,798 $7.8M
Empire Financial Management Company, LLC 2.57% Add +2.0% 38,752 $7.8M
Mechanics Bank Trust Department 1.14% Add +0.3% 38,750 $7.8M
Soltis Investment Advisors LLC 0.87% Reduce -13.4% 38,712 $7.8M
Arjuna Capital 2.19% Add +4.8% 38,610 $7.7M
Westover Capital Advisors, LLC 2.26% Reduce -1.8% 38,531 $7.7M
Checchi Capital Advisers, LLC 0.60% Add +0.8% 38,519 $7.7M
Howland Capital Management LLC 0.37% Reduce -2.5% 38,456 $7.7M
Allen Capital Group, LLC 1.12% Add +1.7% 38,439 $7.7M
Martin Capital Partners, LLC 2.95% Reduce -30.0% 38,419 $7.7M
Peloton Wealth Strategists 3.18% Add +0.3% 38,413 $7.7M
Advanced Asset Management Advisors Inc 1.90% Add +0.0% 38,303 $7.7M
Qtron Investments LLC 1.09% Add +8.2% 38,295 $7.7M
BBR Partners, LLC 0.61% Add +50.3% 38,230 $7.7M
IFP Advisors, Inc 0.34% Reduce -15.3% 36,405 $7.7M
DLK Investment Management, LLC 3.25% Reduce -0.3% 38,118 $7.6M
Philadelphia Trust Co. 0.61% Add +4.7% 38,064 $7.6M
Essex LLC 1.75% Reduce -1.2% 37,988 $7.6M
Caprock Group, LLC 0.44% Add +2.3% 37,930 $7.6M
Evexia Wealth LLC 3.11% Reduce -10.3% 41,351 $7.6M
tru Independence LLC 2.22% Reduce -2.8% 37,695 $7.6M
Copeland Capital Management, LLC 0.14% Add +7438.0% 37,690 $7.5M
Boston Research & Management Inc. 1.87% Reduce -1.0% 37,689 $7.5M
Teza Capital Management LLC 1.00% Add +10.3% 37,547 $7.5M
Ami Investment Management Inc. 2.73% Reduce -1.0% 37,536 $7.5M
Somerset Trust Co 3.06% Reduce -0.6% 37,468 $7.5M
BIT Capital GmbH 0.66% New 37,184 $7.4M
Bridgewater Advisors Inc. 1.11% Reduce -1.3% 37,120 $7.4M
Institutional & Family Asset Management, LLC 1.19% Reduce -11.7% 37,067 $7.4M
Harbor Advisory Corp. 2.53% Reduce -0.5% 37,042 $7.4M
Concorde Financial Corp 6.74% Reduce -4.4% 37,016 $7.4M
Security National Bank 1.12% Add +0.5% 36,998 $7.4M
First Personal Financial Services 1.72% Reduce -0.8% 36,954 $7.4M
Manhattan West Asset Management, LLC 1.77% Add +12.8% 36,893 $7.4M
PFG Advisors 0.54% Reduce -1.8% 36,871 $7.4M
Systematic Alpha Investments, LLC 0.30% No change 36,804 $7.4M
White Pine Investment CO 2.17% Reduce -2.8% 36,681 $7.3M
Sitrin Capital Management LLC 4.01% Reduce -1.9% 36,670 $7.3M
Baugh & Associates, LLC 3.90% Add +0.8% 36,622 $7.3M
Exchange Capital Management, Inc. 1.19% Reduce -1.2% 36,504 $7.3M
New Hampshire Trust 1.70% Reduce -0.6% 36,264 $7.3M
TFG Advisers LLC 2.84% Add +0.8% 36,233 $7.3M
Sheaff Brock Investment Advisors, LLC 0.58% Reduce -55.2% 36,231 $7.3M
Fidelis Capital Partners, LLC 1.10% Add +19.4% 36,210 $7.3M
Founders Capital Management 4.90% Reduce -1.8% 36,189 $7.2M
Bowen Hanes & Co. Inc. 0.21% Reduce -1.0% 36,185 $7.2M
Grey Street Capital, LLC 0.98% Add +416.9% 36,153 $7.2M
Elevation Point Wealth Partners, LLC 0.56% Add +136.1% 36,123 $7.2M
Souders Financial Advisors 1.14% Reduce -11.1% 36,118 $7.2M
Belpointe Asset Management LLC 0.54% Add +11.7% 36,075 $7.2M
Excalibur Management Corp. 3.06% Add +0.2% 36,076 $7.2M
Parkwood LLC 0.75% Reduce -3.3% 36,040 $7.2M
Capital Insight Partners, LLC 1.35% Reduce -1.1% 35,985 $7.2M
Strategic Blueprint, LLC 0.51% Add +4.3% 35,741 $7.2M
Chiron Investment Management, LLC 3.10% New 35,661 $7.1M
Capital Investment Counsel, LLC 1.53% Add +76.6% 35,590 $7.1M
Cordatus Wealth Management LLC 5.16% Reduce -0.1% 35,555 $7.1M
Turtle Creek Wealth Advisors, LLC 1.75% Add +5.2% 35,528 $7.1M
Guyasuta Investment Advisors Inc. 0.52% No change 41,829 $7.1M
Blue Fin Capital, Inc. 1.58% Reduce -0.8% 35,450 $7.1M
QV Investors Inc. 0.61% Reduce -18.7% 35,310 $7.1M
Gifford Fong Associates 1.95% No change 35,296 $7.1M
International Assets Investment Management, LLC 0.74% Add +88.1% 608,675 $7.1M
SPC Financial, Inc. 0.66% Reduce -6.4% 35,219 $7.1M
Brick & Kyle, Associates 3.14% Reduce -1.7% 35,554 $7.0M
Paradiem, LLC 1.74% No change 35,174 $7.0M
Horan Capital Advisors, LLC. 2.50% Reduce -0.9% 35,166 $7.0M
Lockheed Martin Investment Management Co. 0.51% Add +131.3% 38,740 $7.0M
Schmidt P J Investment Management Inc. 1.33% Reduce -1.7% 35,128 $7.0M
Werlinich Asset Management, LLC 4.58% Reduce -5.4% 35,197 $7.0M
Lindbrook Capital, LLC 0.66% Reduce -2.8% 35,052 $7.0M
Tradewinds, LLC. 3.35% — 34,990 $7.0M
Sentinel Trust Co. Lba 0.91% No change 34,974 $7.0M
Augustine Asset Management Inc. 2.92% Reduce -0.6% 34,928 $7.0M
Cottage Street Advisors LLC 4.22% Reduce -0.6% 34,901 $7.0M
Bill Few Associates, Inc. 2.83% Add +2.9% 34,883 $7.0M
Ameritas Investment Partners, Inc. 0.24% Reduce -2.8% 34,673 $6.9M
Pathway Financial Advisers, LLC 2.50% Reduce -5.4% 34,638 $6.9M
McBroom & Associates, LLC 4.56% Reduce -1.1% 34,600 $6.9M
Kingswood Wealth Advisors, LLC 0.80% Reduce -17.4% 34,526 $6.9M
Soros Fund Management 0.27% New 34,500 $6.9M
Trivium Point Advisory, LLC 1.48% Add +1.4% 34,317 $6.9M
Marcum Wealth, LLC 0.70% Reduce -2.7% 34,208 $6.9M
Little House Capital LLC 2.27% Add +9.0% 34,192 $6.8M
Trust Asset Management LLC 0.60% Reduce -0.3% 34,101 $6.8M
MSA Advisors, LLC 2.04% Reduce -8.2% 34,100 $6.8M
Palmer Knight Co 3.32% Add +2.2% 34,064 $6.8M
DCM Advisors, LLC 2.81% Reduce -22.1% 34,060 $6.8M
Stone Summit Wealth LLC 2.37% Reduce -4.5% 34,049 $6.8M
Argyle Capital Management, LLC 2.63% Reduce -4.0% 33,927 $6.8M
Aquatic Capital Management LLC 0.22% Reduce -86.5% 33,900 $6.8M
Imprint Wealth LLC 1.65% Add +172.4% 34,120 $6.8M
Alexander Labrunerie & Co., Inc. 3.83% — 33,713 $6.8M
Roberts Wealth Advisors, LLC 2.52% Reduce -0.4% 36,920 $6.8M
Johnson Financial Group, Inc. 0.36% Reduce -1.7% 33,700 $6.8M
NTV Asset Management LLC 1.03% Add +1.3% 33,690 $6.7M
Citizens Business Bank 1.40% Reduce -1.6% 33,621 $6.7M
Patten Group, Inc. 1.65% Add +0.3% 33,534 $6.7M
Ethic Inc. 0.17% Add +4.0% 33,475 $6.7M
Globeflex Capital L P 0.65% No change 33,400 $6.7M
Duff & Phelps Investment Management Co. 0.08% Add +3.5% 33,356 $6.7M
Mitchell McLeod Pugh & Williams Inc. 1.61% Reduce -0.1% 33,344 $6.7M
Susquehanna Portfolio Strategies, LLC 0.16% Reduce -89.1% 33,300 $6.7M
Family Legacy, Inc. 2.40% Reduce -2.0% 33,284 $6.7M
Amica Mutual Insurance Co. 0.68% Reduce -31.6% 33,128 $6.6M
Clarity Wealth Advisors, LLC 2.24% Add +1.0% 33,090 $6.6M
Arete Wealth Advisors, LLC 0.61% Reduce -5.1% 33,088 $6.6M
Centaurus Financial, Inc. 0.46% Add +6.3% 33,068 $6.6M
WCG Wealth Advisors LLC 0.55% Reduce -21.2% 33,028 $6.6M
Kentucky Farm Bureau Mutual Insurance Co 1.56% No change 33,000 $6.6M
1900 Wealth Management LLC 0.60% Reduce -5.5% 32,999 $6.6M
Obermeyer Wealth Partners 0.39% Add +73.9% 32,973 $6.6M
Semmax Financial Advisors Inc. 2.17% Reduce -16.6% 33,230 $6.6M
Bell & Brown Wealth Advisors, LLC 2.83% Reduce -2.2% 32,965 $6.6M
Paradigm Asset Management Co. LLC 1.67% Reduce -1.2% 32,891 $6.6M
Moody National Bank Trust Division 0.52% Reduce -1.0% 32,881 $6.6M
L2 Asset Management, LLC 2.16% Add +4.0% 32,876 $6.6M
Ahl Investment Management, Inc. 5.04% Reduce -0.1% 32,800 $6.6M
Ransom Advisory, Ltd 3.50% — 32,761 $6.6M
Creegan & Nassoura Financial Group, LLC 4.39% Reduce -1.1% 32,744 $6.6M
Udine Wealth Management, Inc. 4.51% Reduce -15.5% 32,633 $6.5M
Forte Capital LLC 0.81% Reduce -9.6% 32,534 $6.5M
Stonebrook Private Inc. 1.90% Add +7.1% 32,527 $6.5M
Nikulski Financial, Inc. 2.16% Add +0.0% 32,469 $6.5M
Inscription Capital, LLC 1.07% Add +170.7% 32,315 $6.5M
FAS Wealth Partners, Inc. 0.57% Add +1.8% 32,271 $6.5M
IFG Advisory, LLC 0.48% Add +0.8% 32,234 $6.5M
Greenline Partners, LLC 1.03% Reduce -1.2% 32,220 $6.5M
Csenge Advisory Group 0.36% Add +0.1% 32,209 $6.5M
Field & Main Bank 2.50% Reduce -0.2% 32,159 $6.4M
GUNN & Co INVESTMENT MANAGEMENT, INC. 4.83% Reduce -91.7% 32,074 $6.4M
Pegasus Asset Management, Inc. 1.99% Add +0.6% 31,967 $6.4M
Exencial Wealth Advisors, LLC 0.24% Add +7.4% 31,966 $6.4M
E&G Advisors, LLC 2.01% Add +2.0% 31,962 $6.4M
Valmark Advisers, Inc. 0.11% Add +5.8% 31,872 $6.4M
Arden Trust Co 0.89% Reduce -0.6% 31,848 $6.4M
Chapin Davis, Inc. 2.33% Reduce -1.4% 31,835 $6.4M
West Branch Capital LLC 2.57% Add +5.4% 31,824 $6.4M
Comprehensive Financial Consultants Institutional, Inc. 2.64% Reduce -1.9% 31,736 $6.4M
Leith Wheeler Investment Counsel Ltd. 0.62% Reduce -42.4% 31,684 $6.3M
Brooks, Moore & Associates, Inc. 4.07% Reduce -0.4% 31,665 $6.3M
Nilsine Partners, LLC 0.87% Add +10.8% 31,665 $6.3M
Addison Capital Co 3.15% Add +14.3% 31,650 $6.3M
Washington Trust Advisors, Inc. 0.58% Reduce -1.6% 31,637 $6.3M
Western Wealth Management, LLC 0.49% Reduce -37.9% 31,608 $6.3M
Wedmont Private Capital 0.46% Add +5.5% 32,102 $6.3M
Bank of New Hampshire 1.66% Reduce -0.0% 31,588 $6.3M
Coastline Trust Co 0.76% Add +37.0% 31,544 $6.3M
Lincoln Capital LLC 1.40% Reduce -0.7% 31,475 $6.3M
WealthPLAN Partners, LLC 0.65% Reduce -5.3% 31,447 $6.3M
Eudaimonia Partners, LLC 1.50% Add +0.1% 31,403 $6.3M
Everpar Advisors LLC 3.82% Reduce -2.9% 31,374 $6.3M
Bedel Financial Consulting, Inc. 0.98% Add +1.5% 31,341 $6.3M
Abbot Financial Management, Inc. 3.46% Reduce -0.3% 31,320 $6.3M
Legacy CG, LLC 2.27% Reduce -2.2% 31,292 $6.3M
Silvant Capital Management LLC 0.30% No change 31,284 $6.3M
MIdWestOne Financial Group, Inc. 1.12% Add +0.1% 31,242 $6.3M
Beacon Harbor Wealth Advisors, Inc. 1.65% Reduce -1.9% 31,177 $6.2M
Kovack Advisors, Inc. 0.76% Reduce -16.4% 31,178 $6.2M
Ironvine Capital Partners, LLC 0.68% No change 31,164 $6.2M
CHURCHILL MANAGEMENT Corp 0.08% Reduce -0.1% 30,987 $6.2M
EFG Asset Management (Americas) Corp. 1.89% Reduce -32.8% 30,985 $6.2M
R.m.sincerbeaux Capital Management LLC 3.94% No change 30,970 $6.2M
Parkside Financial Bank & Trust 1.00% Add +10.8% 30,936 $6.2M
Cary Street Partners Asset Management LLC 0.96% Reduce -3.8% 30,863 $6.2M
Argent Advisors, Inc. 2.44% Reduce -1.5% 30,793 $6.2M
TRUE Private Wealth Advisors 0.71% Reduce -17.5% 30,792 $6.2M
Farther Finance Advisors, LLC 0.38% Add +14.3% 30,983 $6.2M
StoneX Group Inc. 0.55% Add +7.4% 30,722 $6.2M
RDA Financial Network 2.11% Add +0.7% 30,703 $6.1M
Prosperity Consulting Group, LLC 0.77% Add +6.2% 30,683 $6.1M
Regal Investment Advisors LLC 0.42% Reduce -5.4% 30,642 $6.1M
CHICAGO TRUST Co NA 1.27% Add +1.9% 30,620 $6.1M
Hamilton Point Investment Advisors, LLC 1.20% Reduce -2.3% 30,570 $6.1M
9258 Wealth Management, LLC 0.95% Add +1.3% 30,560 $6.1M
Cigna Investments Inc. 1.16% Reduce -1.0% 30,546 $6.1M
Sandhill Capital Partners LLC 0.49% Reduce -1.5% 30,504 $6.1M
Wealth Effects LLC 2.25% Reduce -5.8% 30,477 $6.1M
Steel Grove Capital Advisors, LLC 0.81% Reduce -4.3% 30,456 $6.1M
Covenant Asset Management, LLC 1.48% Add +4.1% 30,431 $6.1M
Rockline Wealth Management, LLC 2.13% Add +1.8% 30,418 $6.1M
LVW Advisors, LLC 1.03% Reduce -4.4% 30,395 $6.1M
RMR Wealth Builders 0.74% Add +5.3% 30,382 $6.1M
1834 Investment Advisors Co. 0.72% Reduce -34.4% 30,361 $6.1M
&partners 0.84% Add +56.7% 30,260 $6.1M
Zevenbergen Capital Investments LLC 0.13% Reduce -0.2% 30,318 $6.1M
Hengehold Capital Management LLC 0.65% Reduce -1.2% 30,276 $6.1M
MSH Capital Advisors LLC 2.13% Reduce -1.1% 30,216 $6.1M
Union Heritage Capital, LLC 2.40% Add +18.0% 30,205 $6.1M
Formidable Asset Management, LLC 0.99% Add +180.9% 30,196 $6.0M
BigSur Wealth Management LLC 1.89% New 30,134 $6.0M
Valley Wealth Managers, Inc. 0.45% Reduce -10.9% 30,123 $6.0M
Lombard Odier Asset Management (USA) Corp 0.89% Add +11.5% 30,100 $6.0M
Stamos Capital Partners, L.P. 1.37% Reduce -34.3% 30,050 $6.0M
Bleichroeder LP 1.50% No change 30,000 $6.0M
Allen Holding Inc. 0.76% No change 30,000 $6.0M
Buckhead Capital Management LLC 2.03% Add +0.2% 29,914 $6.0M
Lake Street Advisors Group, LLC 0.28% Reduce -0.6% 29,902 $6.0M
Americana Partners, LLC 0.50% Add +1.1% 29,819 $6.0M
Aspiriant, LLC 0.25% Add +1.1% 29,728 $6.0M
Supplemental Annuity Collective Trust of NJ 1.86% No change 29,700 $5.9M
Peddock Capital Advisors, LLC 1.56% Add +2.0% 29,672 $5.9M
Bfsg, LLC 0.79% Reduce -4.2% 29,644 $5.9M
Atlas Private Wealth Management, LLC 2.49% Add +2.5% 29,624 $5.9M
Amarillo National Bank 1.11% Reduce -0.7% 29,586 $5.9M
Focus Financial Network, Inc. 0.29% — 32,686 $5.9M
Herold Advisors, Inc. 1.43% Reduce -15.6% 29,510 $5.9M
HCR Wealth Advisors 0.90% Add +2.2% 29,506 $5.9M
Syon Capital LLC 0.56% Add +3.4% 29,505 $5.9M
Gibraltar Capital Management, Inc. 2.74% Reduce -32.9% 29,407 $5.9M
RFG Advisory, LLC 0.20% Add +0.3% 29,401 $5.9M
Romano Brothers and Company 0.81% Reduce -1.4% 29,396 $5.9M
WealthShield Partners, LLC 0.95% Reduce -13.1% 29,382 $5.9M
MTM Investment Management, LLC 2.43% Reduce -4.0% 29,373 $5.9M
Fairhaven Wealth Management, LLC 2.02% Reduce -2.1% 29,364 $5.9M
Atlas Wealth LLC 4.78% Reduce -0.3% 29,327 $5.9M
Scissortail Wealth Management, LLC 1.55% Reduce -53.8% 29,318 $5.9M
Resonant Capital Advisors, LLC 0.50% Add +5.5% 29,304 $5.9M
EPG Wealth Management LLC 1.43% Reduce -0.6% 29,180 $5.8M
First Business Financial Services, Inc. 0.63% Reduce -2.4% 29,102 $5.8M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.51% No change 29,078 $5.8M
Enterprise Bank & Trust Co 2.00% Reduce -4.0% 29,066 $5.8M
Lauterbach Financial Advisors, LLC 3.82% Reduce -1.7% 29,028 $5.8M
Blue Trust, Inc. 0.08% Add +0.1% 29,017 $5.8M
Shelter Mutual Insurance Co 1.50% No change 29,000 $5.8M
Triangle Securities Wealth Management 1.65% Reduce -1.6% 28,882 $5.8M
Richard Bernstein Advisors LLC 0.12% No change 28,804 $5.8M
Brookmont Capital Management 3.03% Reduce -1.1% 28,742 $5.8M
Monarch Capital Management Inc. 1.62% Reduce -0.9% 28,736 $5.8M
Clearstead Trust, LLC 1.50% Reduce -14.9% 28,657 $5.7M
Berry Wealth Group, LP 4.75% Reduce -4.5% 28,593 $5.7M
Midland Wealth Advisors, LLC 0.35% Add +6.4% 28,584 $5.7M
Hall Capital Management Co. Inc. 2.82% Reduce -1.2% 28,563 $5.7M
Concourse Financial Group Securities, Inc. 0.37% Add +1.7% 28,535 $5.7M
Sunbelt Securities, Inc. 0.64% Add +1.2% 28,529 $5.7M
Mill Creek Capital Advisors, LLC 0.15% Add +2.7% 28,522 $5.7M
Financial Strategies Group, Inc. 1.54% Add +16.6% 28,977 $5.7M
MV Capital Management, Inc. 0.65% Reduce -3.9% 28,496 $5.7M
Mattern Wealth Management LLC 1.38% Add +2.2% 28,349 $5.7M
Act Two Investors LLC 1.14% No change 28,332 $5.7M
Kinsale Capital Group, Inc. 2.24% Add +18.3% 28,246 $5.7M
Marino, Stram & Associates LLC 1.34% Add +0.2% 28,197 $5.6M
CFM Wealth Partners LLC 1.13% Add +2.8% 28,179 $5.6M
Evergreen Private Wealth LLC 2.83% Reduce -3.6% 28,178 $5.6M
Strategic Financial Services, Inc. 0.36% Reduce -2.8% 28,116 $5.6M
Trustmark Bank Trust Department 0.46% Add +22.4% 28,101 $5.6M
Lombard Odier Asset Management (Europe) Ltd 0.55% New 28,085 $5.6M
Crystal Rock Capital Management 3.27% No change 28,068 $5.6M
Monetta Financial Services Inc. 5.07% No change 28,000 $5.6M
Compton Wealth Advisory Group, LLC 1.53% Add +0.6% 27,963 $5.6M
LJI Wealth Management, LLC 1.45% Reduce -0.4% 27,924 $5.6M
SkyOak Wealth, LLC 1.34% Add +1.4% 27,894 $5.6M
Long Run Wealth Advisors, LLC 1.47% Reduce -0.3% 27,888 $5.6M
Butensky & Cohen Financial Security, Inc. 1.74% Reduce -9.3% 27,879 $5.6M
First National Bank of Mount Dora, Trust Investment Services 1.36% Reduce -2.8% 27,875 $5.6M
Headinvest, LLC 1.09% Reduce -4.4% 27,851 $5.6M
Old Port Advisors 1.71% Reduce -1.1% 27,815 $5.6M
Connable Office Inc. 0.63% Reduce -4.6% 27,763 $5.6M
Concord Wealth Partners 1.00% Add +26.8% 27,727 $5.6M
Smithfield Trust Co 0.29% Reduce -4.8% 27,754 $5.6M
Consolidated Investment Group LLC 0.90% No change 27,692 $5.5M
Athena Investment Management 3.32% Reduce -2.4% 27,655 $5.5M
Alta Capital Management LLC/ 0.34% Add +3.3% 27,646 $5.5M
Redwood Investments, LLC 1.62% Reduce -1.6% 31,521 $5.5M
Hayek Kallen Investment Management 2.12% Add +1.1% 27,558 $5.5M
Investors Asset Management of Georgia Inc. /Ga/ 2.60% Reduce -4.1% 27,524 $5.5M
Centre Asset Management, LLC 1.31% Reduce -5.2% 27,491 $5.5M
Ironwood Investment Counsel, LLC 0.96% Reduce -2.3% 27,476 $5.5M
J. W. Coons Advisors, LLC 0.97% Add +3.3% 27,468 $5.5M
Icon Advisers Inc. 1.22% No change 27,587 $5.5M
Affinity Investment Advisors, LLC 4.00% Reduce -1.1% 27,376 $5.5M
Rehmann Capital Advisory Group 0.41% Add +2.7% 27,297 $5.5M
Buckingham Capital Management, Inc. 0.67% Reduce -3.7% 27,283 $5.5M
DRW Securities, LLC 0.31% Add +10.8% 27,274 $5.5M
EverSource Wealth Advisors, LLC 0.43% Add +11.7% 28,489 $5.5M
Clarius Group, LLC 0.38% Reduce -9.9% 27,159 $5.4M
Hennion & Walsh Asset Management, Inc. 0.29% Add +5.2% 27,149 $5.4M
Delta Capital Management LLC 3.65% No change 27,145 $5.4M
Benjamin Edwards Inc. 1.08% Add +5.2% 27,034 $5.4M
Valley National Advisers Inc. 0.82% Reduce -3.4% 27,032 $5.4M
GM Advisory Group, LLC 0.38% Reduce -1.1% 27,015 $5.4M
Cidel Asset Management Inc. 0.41% Reduce -8.5% 26,959 $5.4M
Monetary Management Group Inc. 1.50% Reduce -0.3% 26,929 $5.4M
AdvisorNet Financial, Inc 0.52% Reduce -6.0% 26,900 $5.4M
Trust Point Inc. 0.42% Reduce -8.3% 26,897 $5.4M
Symmetry Investments LP 0.56% Reduce -44.4% 26,891 $5.4M
Montchanin Asset Management, LLC 5.36% — 26,872 $5.4M
SeaCrest Wealth Management, LLC 0.66% Reduce -16.2% 26,809 $5.4M
Gryphon Financial Partners LLC 0.91% Add +7.2% 26,798 $5.4M
Uncommon Cents Investing LLC 1.64% Reduce -0.6% 26,793 $5.4M
Permanens Capital L.P. 0.66% Reduce -3.5% 26,772 $5.4M
First PREMIER Bank 1.41% Reduce -0.4% 26,666 $5.3M
Maxwell Wealth Strategies Inc. 2.71% Add +17.2% 26,785 $5.3M
Grove Bank & Trust 0.90% Add +9.7% 26,648 $5.3M
Vista Investment Management 2.17% Add +123.3% 26,645 $5.3M
Montecito Bank & Trust 1.07% Add +2.0% 26,610 $5.3M
Mission Creek Capital Partners, Inc. 1.38% Add +53.4% 26,571 $5.3M
Indiana Trust & Investment Management Co 2.14% Reduce -0.8% 26,544 $5.3M
Arlington Financial Advisors, LLC 1.16% Reduce -3.4% 26,481 $5.3M
Parisi Gray Wealth Management 1.99% Add +2.0% 26,437 $5.3M
Atlas Brown,Inc. 1.93% Reduce -0.6% 26,423 $5.3M
Scott & Selber, Inc. 1.80% Add +0.1% 26,413 $5.3M
Hudson Capital Management LLC 1.88% Reduce -2.6% 26,300 $5.3M
Brandywine Oak Private Wealth LLC 0.55% Add +2.0% 26,247 $5.3M
CoreCap Advisors, LLC 0.28% Add +25.2% 26,240 $5.3M
Holderness Investments Co. 1.28% Add +0.3% 26,233 $5.3M
Modus Advisors, LLC 1.94% Add +1.3% 26,112 $5.2M
Mystic Asset Management, Inc. 2.16% Add +3.1% 26,072 $5.2M
Ables, Iannone, Moore & Associates, Inc. 3.73% Reduce -0.6% 26,044 $5.2M
High Note Wealth, LLC 1.70% Add +5.8% 26,024 $5.2M
Mitsubishi UFJ Asset Management (UK) Ltd. 2.64% Add +4.0% 26,000 $5.2M
Rowlandmiller & Partners.adv 1.10% Add +1.3% 25,963 $5.2M
Gilliland Jeter Wealth Management LLC 1.81% Add +8.1% 25,899 $5.2M
TrinityPoint Wealth, LLC 0.86% Reduce -0.8% 25,869 $5.2M
Patriot Financial Group Insurance Agency, LLC 0.82% Add +5.1% 25,866 $5.2M
Am Investment Strategies LLC 1.31% Add +0.1% 25,855 $5.2M
Evoke Wealth, LLC 0.15% New 25,844 $5.2M
L. Roy Papp & Associates, LLP 0.62% Add +0.4% 25,825 $5.2M
Malaga Cove Capital, LLC 2.10% Reduce -0.8% 25,765 $5.2M
Mountain Pacific Investment Advisers LLC 0.29% Reduce -1.9% 25,676 $5.1M
BOK Financial Private Wealth, Inc. 0.38% Reduce -2.9% 25,630 $5.1M
Moloney Securities Asset Management, LLC 0.78% Reduce -7.9% 25,620 $5.1M
Nan Shan Life Insurance Co., Ltd. 0.12% Reduce -75.2% 25,587 $5.1M
M Holdings Securities, Inc. 0.86% Reduce -22.1% 25,566 $5.1M
Shoker Investment Counsel, Inc. 1.83% Reduce -0.4% 25,721 $5.1M
Morton Community Bank 1.47% Add +2.5% 25,452 $5.1M
Investment Research & Advisory Group, Inc. 2.35% Add +1.3% 25,437 $5.1M
Liberty Capital Management, Inc. 1.26% Add +0.3% 25,435 $5.1M
Midwest Professional Planners, LTD. 1.79% Reduce -4.6% 25,433 $5.1M
Mount Vernon Associates Inc. 4.32% Reduce -0.2% 25,322 $5.1M
RB Capital Management, LLC 1.43% Add +6.0% 25,320 $5.1M
Calamos Wealth Management LLC 0.29% Reduce -9.7% 25,224 $5.1M
Gradient Capital Advisors, LLC 1.85% Reduce -0.4% 25,167 $5.0M
Bank Hapoalim BM 0.68% Reduce -7.8% 25,148 $5.0M
Mathes Company, Inc. 1.90% Reduce -0.2% 25,043 $5.0M
Accurate Wealth Management, LLC 1.47% Add +7.5% 26,993 $5.0M
Signet Investment Advisory Group, Inc. 2.74% Add +1.6% 25,029 $5.0M
Koshinski Asset Management, Inc. 0.51% Add +81.0% 25,020 $5.0M
Nicolet Bankshares Inc. 1.04% Reduce -0.8% 25,006 $5.0M
AAFMAA Wealth Management & Trust LLC 2.73% Reduce -8.2% 25,000 $5.0M
Eos Management, L.P. 2.08% No change 25,000 $5.0M
Torno Capital, LLC 1.08% New 25,000 $5.0M
S&co Inc. 0.35% No change 24,999 $5.0M
Leelyn Smith, LLC 1.00% Reduce -0.6% 24,986 $5.0M
Fairfield, Bush & Co. 2.95% Reduce -4.6% 24,842 $5.0M
Jump Financial, LLC 0.14% Add +460.3% 24,817 $5.0M
Summit Global Investments 0.37% Add +10.4% 24,806 $5.0M
Greenfield Savings Bank 2.61% Reduce -0.8% 24,803 $5.0M
Wilkins Investment Counsel Inc. 0.72% Add +379.3% 24,782 $5.0M
Edgestream Partners, L.P. 0.25% Reduce -17.1% 24,701 $4.9M
McKinley Carter Wealth Services, Inc. 0.33% Reduce -11.5% 24,694 $4.9M
Rosenblum Silverman Sutton S F Inc. 1.40% Reduce -2.4% 24,663 $4.9M
Doliver Advisors, LP 1.39% Reduce -6.9% 24,653 $4.9M
Founders Financial Alliance, LLC 1.48% Reduce -1.6% 24,642 $4.9M
Newman Dignan & Sheerar, Inc. 1.32% Reduce -2.3% 24,627 $4.9M
United Bank 2.50% Reduce -2.7% 24,552 $4.9M
Octavia Wealth Advisors, LLC 0.73% Add +0.3% 24,531 $4.9M
Red Cedar Investment Management, LLC 0.61% No change 24,379 $4.9M
Strategic Planning Group, LLC 1.22% Add +15.3% 24,354 $4.9M
Bank of Stockton 1.50% Add +1.4% 24,345 $4.9M
Roanoke Asset Management Corp./ NY 1.62% Reduce -1.1% 24,340 $4.9M
Financial Advocates Investment Management 0.28% Add +1.9% 24,307 $4.9M
SeaBridge Investment Advisors LLC 1.28% Reduce -2.8% 24,292 $4.9M
Andrew Hill Investment Advisors, Inc. 4.29% Add +30.6% 24,259 $4.9M
Sterling Investment Advisors, Ltd. 1.36% Reduce -1.4% 24,239 $4.9M
Cornerstone Wealth Management, LLC 0.39% Reduce -2.3% 24,224 $4.9M
SOL Capital Management CO 0.61% Reduce -5.3% 24,198 $4.8M
Mechanics Financial Corp 2.52% Add +0.1% 24,188 $4.8M
Harbor Advisors LLC 0.89% No change 24,148 $4.8M
Citizens & Northern Corp. 1.63% Reduce -4.9% 24,136 $4.8M
Guardian Wealth Advisors, LLC / NC 0.59% Add +0.3% 24,104 $4.8M
NWF Advisory Services Inc. 0.81% Reduce -9.8% 24,104 $4.8M
Trinity Legacy Partners, LLC 1.41% Add +3.1% 24,101 $4.8M
Invera Wealth Advisors, LLC 4.09% Reduce -4.4% 26,597 $4.8M
Grandfield & Dodd, LLC 0.30% Reduce -1.7% 24,045 $4.8M
Wasatch Advisors LP 0.03% Reduce -13.0% 24,030 $4.8M
Patrick M Sweeney & Associates, Inc. 3.95% Add +0.3% 24,008 $4.8M
Lincoln Capital Corp. 2.10% Reduce -1.8% 23,973 $4.8M
Winch Advisory Services, LLC 1.47% Reduce -1.1% 23,960 $4.8M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.57% Reduce -16.3% 23,913 $4.8M
Laird Norton Wetherby Trust Company, LLC 0.65% No change 23,890 $4.8M
Alpha DNA Investment Management LLC 2.62% Reduce -10.9% 23,864 $4.8M
Hunter Perkins Capital Management, LLC 0.98% Reduce -10.4% 23,832 $4.8M
SYSTM Wealth Solutions LLC 0.60% Reduce -11.3% 23,830 $4.8M
Modern Wealth Management, LLC 0.44% Add +1646.3% 23,820 $4.8M
Occidental Asset Management, LLC 0.89% Add +28.8% 23,778 $4.8M
Nichols & Pratt Advisers LLP 0.32% Add +0.0% 23,734 $4.8M
Blue Edge Capital, LLC 0.79% Add +1.6% 23,737 $4.8M
WD Rutherford LLC 2.45% Reduce -5.9% 23,678 $4.7M
Blume Capital Management, Inc. 1.15% Reduce -4.1% 23,612 $4.7M
Columbia Bank 1.94% — 23,559 $4.7M
Seascape Capital Management 1.75% Add +0.7% 23,544 $4.7M
WealthPlan Investment Management, LLC 0.72% Add +2.8% 23,525 $4.7M
Convergence Investment Partners, LLC 1.80% Add +3.9% 23,521 $4.7M
CX Institutional 0.23% Reduce -40.5% 23,489 $4.7M
Curbstone Financial Management Corp 1.01% Reduce -2.3% 23,380 $4.7M
Richard P Slaughter Associates Inc 1.13% Reduce -11.5% 23,376 $4.7M
Studio Investment Management LLC 1.11% Reduce -5.3% 23,357 $4.7M
Sheets Smith Wealth Management 0.52% Add +0.6% 23,350 $4.7M
RIA Advisory Group LLC 1.89% New 23,329 $4.7M
Trustco Bank Corp. N Y 4.85% Reduce -4.4% 23,287 $4.7M
Premier Path Wealth Partners, LLC 0.88% Reduce -3.4% 23,268 $4.7M
Pavion Blue Capital, LLC 2.30% Reduce -0.3% 23,255 $4.7M
Sargent Investment Group, LLC 1.02% Reduce -16.2% 23,191 $4.6M
Dudley Capital Management, LLC 2.71% Add +2.4% 23,347 $4.6M
Gables Capital Management Inc. 2.55% Add +0.4% 23,124 $4.6M
Charles Schwab Trust Co 0.44% Reduce -1.4% 23,104 $4.6M
O'ROURKE & COMPANY, Inc 2.68% Add +5.3% 23,041 $4.6M
IMA Advisory Services, Inc. 2.18% Reduce -8.6% 22,986 $4.6M
SWS Partners 1.38% Reduce -6.1% 22,965 $4.6M
Ameliora Wealth Management Ltd. 2.08% Reduce -0.3% 22,939 $4.6M
Delta Financial Group, Inc. 1.35% Add +0.3% 22,929 $4.6M
West Michigan Advisors, LLC 1.49% Reduce -1.4% 22,917 $4.6M
B.O.S.S. Retirement Advisors, LLC 1.75% Reduce -5.1% 26,931 $4.6M
Lineweaver Wealth Advisors, LLC 1.08% Add +3.6% 22,782 $4.6M
NCM Capital Management, LLC 2.56% Reduce -0.1% 22,774 $4.6M
Adirondack Trust Co. 1.91% Reduce -1.2% 22,770 $4.6M
Key Financial Inc 1.16% Add +0.1% 22,752 $4.6M
Sutton Place Investors LLC 2.25% Add +73.5% 22,725 $4.6M
Wakefield Asset Management LLLP 1.57% Reduce -4.4% 22,713 $4.5M
Transatlantique Private Wealth LLC 1.98% Reduce -0.8% 22,712 $4.5M
Central Valley Advisors, LLC 2.35% Reduce -1.4% 22,691 $4.5M
Hudock, Inc. 1.00% Reduce -19.3% 22,690 $4.5M
Highlander Capital Management, LLC 1.80% Reduce -0.4% 22,687 $4.5M
Verition Fund Management LLC 0.05% Reduce -1.6% 22,685 $4.5M
Trifecta Capital Advisors, LLC 1.10% Add +2.1% 22,636 $4.5M
Weil Company, Inc. 1.79% Reduce -28.1% 22,551 $4.5M
Certified Advisory Corp 0.63% Reduce -0.9% 22,517 $4.5M
Pacifica Partners Inc. 2.00% Reduce -1.0% 23,156 $4.5M
Capital Investment Advisory Services, LLC 0.48% Reduce -3.2% 22,481 $4.5M
Hoey Investments, Inc. 1.00% Add +8.5% 22,378 $4.5M
Granite Bay Wealth Management, LLC 2.55% Reduce -98.3% 22,378 $4.5M
Connecticut Wealth Management, LLC 0.24% Reduce -8.3% 22,370 $4.5M
Great Lakes Retirement, Inc. 0.66% Reduce -1.3% 22,369 $4.5M
Liberty One Investment Management, LLC 0.51% Add +3.6% 22,306 $4.5M
Dynasty Wealth Management, LLC 0.14% — 22,261 $4.5M
Account Management LLC 4.81% No change 22,215 $4.4M
Altrius Capital Management Inc 1.12% Reduce -17.8% 22,173 $4.4M
Norway Savings Bank 1.85% Reduce -3.6% 22,123 $4.4M
Essex Bank 1.29% No change 26,048 $4.4M
Virginia Wealth Management Group, Inc. 3.62% Reduce -3.5% 22,111 $4.4M
Intrepid Financial Planning Group LLC 1.91% Add +0.1% 22,096 $4.4M
Beaton Management Co. Inc. 2.40% Reduce -0.2% 22,043 $4.4M
EULAV Asset Management 0.12% Reduce -24.1% 22,000 $4.4M
Icon Wealth Advisors, LLC 0.41% Add +93.3% 21,994 $4.4M
Lodestone Wealth Management LLC 2.31% Reduce -0.1% 21,968 $4.4M
Platte River Wealth Advisors, LLC 1.25% Add +3.1% 21,922 $4.4M
Concord Asset Management, LLC 1.15% Add +13.7% 21,887 $4.4M
Cohen Investment Advisors LLC 2.84% Add +1.7% 21,875 $4.4M
Massachusetts Wealth Management 3.09% Add +0.6% 21,859 $4.4M
Eagle Capital Management, LLC 1.96% Add +3.9% 21,783 $4.4M
Advisors Management Group Inc. 1.08% Reduce -5.1% 21,784 $4.4M
Kampmann Melissa S. 3.13% Add +14.3% 21,747 $4.4M
CreativeOne Wealth, LLC 0.17% Add +49.5% 21,739 $4.4M
Bowman & Co S.C. 2.64% Reduce -1.7% 21,683 $4.3M
Sugarloaf Wealth Management, LLC 0.90% Add +2.5% 21,682 $4.3M
Bank Ozk 1.94% Reduce -0.0% 21,665 $4.3M
Argus Investors' Counsel, Inc. 2.66% Reduce -12.2% 21,657 $4.3M
apricus wealth, LLC 3.05% Reduce -34.0% 21,639 $4.3M
West Oak Capital, LLC 1.84% Add +0.7% 21,594 $4.3M
Marks Group Wealth Management, Inc 0.45% Reduce -7.8% 21,583 $4.3M
Sweeney & Michel, LLC 1.91% — 21,436 $4.3M
Financial Advisory Partners, LLC 1.67% Reduce -14.2% 21,548 $4.3M
Intellectus Partners, LLC 1.14% Reduce -0.2% 21,510 $4.3M
Pine Ridge Advisers LLC 0.50% No change 21,500 $4.3M
VeraBank, N.A. 1.34% Reduce -0.6% 21,491 $4.3M
Legato Capital Management LLC 0.52% No change 21,465 $4.3M
Edgewood Management LLC 0.01% No change 21,464 $4.3M
Kensington Investment Counsel, LLC 1.96% Add +7.4% 21,409 $4.3M
Everhart Financial Group, Inc. 1.25% Add +6.7% 21,366 $4.3M
Proquility Private Wealth Partners, LLC 1.46% Reduce -10.6% 21,333 $4.3M
Pinkerton Wealth, LLC 0.69% Add +13.6% 21,329 $4.3M
Finer Wealth Management, Inc. 2.80% Add +10.3% 21,252 $4.3M
Marathon Capital Management 1.02% Reduce -0.8% 21,228 $4.3M
Simon Quick Advisors, LLC 0.32% Add +23.0% 21,213 $4.2M
Gilder Gagnon Howe & Co. LLC 0.05% Reduce -5.2% 21,183 $4.2M
SOA Wealth Advisors, LLC. 0.88% Reduce -1.1% 21,180 $4.2M
Mirabaud & Cie SA 1.50% Reduce -7.4% 21,132 $4.2M
Naviter Wealth, LLC 0.69% Add +1.2% 21,057 $4.2M
Wunderlich Capital Managemnt 1.90% Reduce -5.0% 21,053 $4.2M
Providence Wealth Advisors, LLC 3.60% Add +204.9% 21,224 $4.2M
Resurgent Financial Advisors LLC 2.26% Add +0.1% 21,031 $4.2M
Altfest L J & Co. Inc. 0.60% Reduce -5.8% 21,029 $4.2M
Codex Capital, L.L.C. 2.05% Add +536.4% 21,000 $4.2M
Spirit of America Management Corp. 0.85% No change 20,992 $4.2M
San Luis Wealth Advisors LLC 2.21% Add +1645.8% 20,985 $4.2M
Knott David M Jr 1.49% No change 20,985 $4.2M
Farmers & Merchants Trust Co of Chambersburg PA 1.72% Reduce -12.6% 20,975 $4.2M
Evermay Wealth Management LLC 0.63% Add +2.1% 20,905 $4.2M
Poehling Capital Management, INC. 1.12% Reduce -0.5% 20,890 $4.2M
Larson Financial Group LLC 0.32% Reduce -5.5% 20,876 $4.2M
Keystone Financial Group 0.61% Add +10.9% 20,873 $4.2M
Jmac Enterprises LLC 0.78% Reduce -7.9% 20,858 $4.2M
X-Square Capital, LLC 1.98% Add +5.0% 21,296 $4.2M
Brown, Lisle/Cummings, Inc. 1.42% Reduce -1.4% 20,843 $4.2M
Second Half Financial Partners, LLC 1.85% Reduce -1.5% 20,808 $4.2M
Archford Capital Strategies, LLC 0.70% Reduce -0.5% 20,789 $4.2M
Nvwm, LLC 1.14% Reduce -3.3% 20,776 $4.2M
DeDora Capital, Inc. 1.32% Add +1.1% 20,744 $4.2M
Perkins Coie Trust Co 0.97% Add +16.7% 20,743 $4.2M
NORTHSTAR ASSET MANAGEMENT Co 1.02% Add +0.6% 20,741 $4.2M
Magnolia Capital Advisors LLC 3.46% Add +16.6% 22,293 $4.1M
FLC Capital Advisors 1.05% Add +0.1% 20,656 $4.1M
Mine & Arao Wealth Creation & Management, LLC. 2.04% Add +1.6% 20,583 $4.1M
Archer Investment Corp 1.24% Reduce -1.5% 20,543 $4.1M
Weitz Investment Management, Inc. 0.21% Reduce -12.8% 20,500 $4.1M
Royal Capital Wealth Management, LLC 3.22% Add +0.3% 20,499 $4.1M
Sanders Morris Harris LLC 0.75% Add +131.3% 20,494 $4.1M
Leisure Capital Management 2.06% Reduce -1.5% 20,493 $4.1M
Triasima Portfolio Management inc. 0.34% Reduce -12.1% 20,477 $4.1M
Northcape Wealth Management, LLC 1.49% Reduce -8.3% 20,401 $4.1M
Outfitters Financial LLC 3.35% Reduce -6.9% 20,393 $4.1M
Zullo Investment Group, Inc. 1.91% Add +0.5% 20,362 $4.1M
Legacy Advisors, LLC 0.52% Reduce -2.3% 20,349 $4.1M
Keebeck Wealth Management 0.60% No change 20,347 $4.1M
Crescent Sterling, Ltd. 3.71% Reduce -2.3% 20,342 $4.1M
CNB Bank 1.98% Reduce -4.7% 20,317 $4.1M
Sculati Wealth Management, LLC 1.76% Reduce -0.0% 20,315 $4.1M
Abacus Planning Group, Inc. 0.80% Reduce -2.9% 20,304 $4.1M
Beaumont Financial Advisors, LLC 0.34% Add +4.8% 20,293 $4.1M
GC Wealth Management RIA, LLC 0.81% Add +17.7% 20,274 $4.1M
Cobblestone Capital Advisors LLC 0.25% No change 20,213 $4.0M
Cassaday & Co Wealth Management LLC 0.13% Reduce -1.5% 20,209 $4.0M
Pure Financial Advisors, LLC 0.13% Reduce -24.4% 20,209 $4.0M
St. Louis Trust Co 0.63% Add +4.6% 20,181 $4.0M
Guardian Investment Management 3.25% Reduce -10.1% 20,174 $4.0M
Tyche Wealth Partners LLC 0.99% Reduce -18.6% 20,150 $4.0M
Avestar Capital, LLC 0.46% Add +25.2% 20,133 $4.0M
River Global Investors LLP 1.01% Reduce -1.1% 20,126 $4.0M
Manchester Capital Management LLC 0.50% Add +31.9% 20,114 $4.0M
Mayflower Financial Advisors, LLC 0.67% Reduce -1.1% 20,102 $4.0M
Clear Creek Financial Management, LLC 0.52% Reduce -13.1% 20,100 $4.0M
Quadcap Wealth Management, LLC 0.91% Reduce -11.1% 20,051 $4.0M
Agate Pass Investment Management, LLC 2.15% Reduce -2.1% 20,051 $4.0M
Peachtree Investment Partners, LLC 1.62% Reduce -9.5% 20,029 $4.0M
Nicholas Investment Partners, LP 0.45% No change 19,967 $4.0M
StrongBox Wealth, LLC 2.11% Reduce -4.4% 19,951 $4.0M
Sawgrass Asset Management LLC 0.44% Reduce -2.1% 19,902 $4.0M
Phoenix Wealth Advisors 2.42% Reduce -7.6% 19,836 $4.0M
Relyea Zuckerberg Hanson LLC 0.70% Add +8.1% 19,824 $4.0M
RKL Wealth Management LLC 0.39% Reduce -0.2% 19,770 $4.0M
Point Windward Advisors Inc. 1.64% Add +16.0% 19,751 $4.0M
Violich Capital Management, Inc. 0.56% Add +87.8% 19,695 $3.9M
Burney Co./ 0.15% Reduce -43.9% 19,674 $3.9M
Second Line Capital, LLC 1.28% Add +7.8% 19,653 $3.9M
Ritter Daniher Financial Advisory LLC / DE 1.30% Add +0.5% 19,623 $3.9M
O'Dell Group, LLC 0.96% Reduce -1.4% 19,621 $3.9M
Regatta Capital Group, LLC 0.88% Add +1.8% 19,618 $3.9M
Piscataqua Savings Bank 3.47% Reduce -5.8% 19,613 $3.9M
Prudent Man Advisors, LLC 1.47% Reduce -5.6% 19,592 $3.9M
Moneco Advisors, LLC 0.62% Add +50.1% 19,576 $3.9M
First United Bank & Trust 1.45% Add +1.2% 19,540 $3.9M
Portside Wealth Group, LLC 0.72% Reduce -3.1% 19,460 $3.9M
Acropolis Investment Management, LLC 0.25% Reduce -1.1% 19,434 $3.9M
180 Wealth Advisors, LLC 0.70% Add +0.7% 19,426 $3.9M
Tiemann Investment Advisors, LLC 1.74% Reduce -0.3% 19,422 $3.9M
Family Manage LLC 0.72% Add +2.8% 19,371 $3.9M
Hedeker Wealth, LLC 1.12% Add +3.3% 19,354 $3.9M
Huber Capital Management LLC 0.87% No change 19,333 $3.9M
Gold Investment Management Ltd. 1.56% Reduce -0.2% 19,297 $3.9M
Harvey Investment Co. LLC 0.44% No change 19,266 $3.9M
Ceeto Capital Group, LLC 1.58% Add +0.6% 19,263 $3.9M
Glen Eagle Advisors, LLC 0.73% Add +0.2% 19,149 $3.8M
Bell Bank 0.33% Add +18.0% 19,102 $3.8M
OneAscent Financial Services LLC 0.42% Reduce -7.3% 19,091 $3.8M
Cetera Trust Company, N.A 2.30% Reduce -3.4% 19,091 $3.8M
Heartland Bank & Trust Co 2.22% Reduce -3.1% 19,085 $3.8M
Opinicus Capital, Inc. 3.39% Add +12.5% 19,068 $3.8M
Processus Wealth & Capital Management, LLC 3.39% Add +2.7% 19,067 $3.8M
BCGM Wealth Management, LLC 1.37% Add +2.8% 19,061 $3.8M
GeoWealth Management, LLC 0.15% Add +37.4% 19,047 $3.8M
Investment Advisory Services Inc. /TX 1.40% Reduce -1.8% 19,030 $3.8M
Davis-Rea LTD. 1.73% Reduce -46.7% 19,022 $3.8M
Trinity Financial Advisors LLC 1.71% Reduce -14.0% 18,983 $3.8M
Raab & Moskowitz Asset Management LLC 1.06% Add +0.2% 18,976 $3.8M
New Republic Capital, LLC 2.41% Add +55.6% 18,975 $3.8M
Oak Asset Management, LLC 1.42% Reduce -0.3% 18,949 $3.8M
Investment Partners, LTD. 1.72% Reduce -1.8% 18,947 $3.8M
Blueprint Investment Partners LLC 0.75% Add +5.3% 18,940 $3.8M
Banco de Sabadell, S.A 2.83% Reduce -5.3% 18,958 $3.8M
Canton Hathaway, LLC 1.02% Reduce -3.6% 18,939 $3.8M
Miller Investment Management, LP 0.48% No change 18,935 $3.8M
Twin City Private Wealth, LLC 3.73% — 18,902 $3.8M
Raelipskie Partnership 2.15% Reduce -3.3% 18,874 $3.8M
Norden Group LLC 0.77% New 18,869 $3.8M
WT Wealth Management 1.35% Reduce -2.4% 18,862 $3.8M
Graybill Wealth Management, LTD. 1.59% Reduce -0.2% 18,849 $3.8M
Criterion Capital Advisors, LLC 2.51% Add +3.6% 18,835 $3.8M
JT Stratford LLC 0.75% Reduce -2.9% 18,802 $3.8M
Aureus Asset Management, LLC 0.26% Reduce -2.6% 18,776 $3.8M
Van Cleef Asset Management,Inc 0.47% Reduce -0.6% 18,744 $3.8M
Alexander Randolph Advisory, Inc. 3.28% Reduce -1.3% 18,690 $3.7M
Karpas Strategies, LLC 1.16% Add +0.2% 18,669 $3.7M
River Street Advisors LLC 2.52% Add +4.7% 18,651 $3.7M
Schwarz Dygos Wheeler Investment Advisors LLC 1.06% Add +3.2% 18,648 $3.7M
Realta Investment Advisors 0.77% Add +6.2% 18,646 $3.7M
Morningstar Investment Management LLC 0.40% Add +3.8% 18,631 $3.7M
Congress Park Capital LLC 1.65% Reduce -6.5% 18,632 $3.7M
Register Financial Advisors LLC 1.94% Add +4.7% 18,615 $3.7M
Sawyer & Company, Inc 1.49% Reduce -0.1% 18,590 $3.7M
Nwam LLC 0.30% Reduce -7.4% 19,240 $3.7M
Baker Tilly Wealth Management, LLC 0.67% Reduce -9.5% 18,500 $3.7M
Arbor Trust Wealth Advisors, LLC 2.03% Add +1.2% 18,829 $3.7M
Advisor OS, LLC 0.42% Add +16.1% 18,467 $3.7M
Snider Financial Group 1.54% Add +0.9% 18,443 $3.7M
Aspen Investment Management Inc 1.88% Reduce -0.5% 18,433 $3.7M
Cove Private Wealth, LLC 3.24% No change 18,400 $3.7M
Oak Family Advisors, LLC 1.41% Reduce -0.7% 18,337 $3.7M
Advisor Resource Council 1.56% Reduce -22.9% 21,571 $3.7M
Integrated Investment Consultants, LLC 1.01% Add +0.2% 18,323 $3.7M
WP Advisors, LLC 1.20% Reduce -1.0% 18,297 $3.7M
World Equity Group, Inc. 0.75% Add +1.3% 18,273 $3.7M
Worth Financial Advisory Group, LLC 2.53% Add +4.3% 18,256 $3.7M
WINTON GROUP Ltd 0.26% Reduce -2.5% 18,251 $3.7M
Ethos Financial Group, LLC 0.70% Reduce -1.8% 18,231 $3.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.11% Reduce -0.2% 18,225 $3.7M
Goldstone Financial Group, LLC 0.84% Reduce -0.5% 18,199 $3.6M
MeadowBrook Investment Advisors LLC 3.45% Reduce -4.0% 18,191 $3.6M
Tranquility Partners, LLC 1.41% Reduce -2.2% 18,185 $3.6M
Wynn Capital, LLC 2.81% Reduce -2.3% 18,142 $3.6M
Tandem Capital Management Corp. 2.06% Reduce -0.7% 18,115 $3.6M
Channel Wealth LLC 1.46% Add +2.4% 18,095 $3.6M
Aries Wealth Management 1.17% Reduce -0.7% 18,062 $3.6M
Peoples Financial Services Corp. 1.57% Reduce -3.5% 18,040 $3.6M
Center for Financial Planning, Inc. 0.54% Add +3.0% 18,017 $3.6M
Moseley Investment Management Inc. 1.79% Add +0.6% 18,009 $3.6M
L & S Advisors Inc 0.46% Reduce -72.0% 17,997 $3.6M
Smith, Moore & Co. 0.38% Reduce -0.3% 17,947 $3.6M
Cordgrass Capital Advisors, LLC 1.12% Reduce -0.3% 17,943 $3.6M
Pinnacle Wealth Planning Services, Inc. 0.53% Reduce -0.8% 17,909 $3.6M
Walleye Capital LLC 0.04% New 17,897 $3.6M
Dumont & Blake Investment Advisors LLC 1.03% Reduce -0.0% 17,879 $3.6M
Engineers Gate Manager LP 0.09% New 17,868 $3.6M
Rollins Financial Advisors, LLC 0.67% Add +19.7% 17,831 $3.6M
Hanson & Doremus Investment Management 0.62% Reduce -2.1% 17,827 $3.6M
Good Life Advisors, LLC 0.32% Add +0.0% 17,827 $3.6M
Home Federal Bank of Tennessee 1.10% No change 17,808 $3.6M
Everett Harris & Co. 0.05% Add +0.8% 17,790 $3.6M
Valley Brook Capital Group, Inc. 2.84% Reduce -6.1% 22,582 $3.6M
Nvest Financial, LLC 2.37% Add +3.1% 17,765 $3.6M
Central Pacific Bank - Trust Division 0.47% — 17,881 $3.6M
Game Plan Financial Advisors, LLC 2.05% Add +3.8% 17,743 $3.6M
Slagle Financial, LLC 1.93% Reduce -64.7% 17,725 $3.6M
Entropy Technologies, LP 0.38% New 17,686 $3.5M
Source Financial Advisors LLC 1.07% Reduce -35.3% 17,679 $3.5M
Wrapmanager Inc. 0.98% Add +37.1% 17,662 $3.5M
Affinity Wealth Management LLC 0.66% Reduce -0.3% 17,660 $3.5M
Cedar Brook Financial Partners, LLC 0.70% Add +0.1% 17,635 $3.5M
Pegasus Partners Ltd. 0.37% Add +0.2% 17,627 $3.5M
Condor Capital Management 0.34% Reduce -2.2% 17,603 $3.5M
Chesapeake Asset Management LLC 3.49% Reduce -5.0% 17,579 $3.5M
Bull Street Advisors, LLC 1.68% Reduce -0.1% 17,568 $3.5M
Aull & Monroe Investment Management Corp 1.61% Reduce -2.5% 17,543 $3.5M
Vectors Research Management, LLC 0.99% Reduce -60.7% 17,520 $3.5M
CGN Advisors LLC 0.44% Add +0.6% 17,490 $3.5M
White Pine Capital LLC 1.33% Add +3.1% 18,257 $3.5M
Secure Asset Management, LLC 0.82% Reduce -11.1% 17,410 $3.5M
Quadrant Private Wealth Management, LLC 0.88% Reduce -31.3% 17,388 $3.5M
New Potomac Partners, LLC 1.93% Reduce -8.8% 17,375 $3.5M
Central Bank & Trust Co. 0.50% Add +3.2% 17,368 $3.5M
Atlantic Edge Private Wealth Management, LLC 1.20% Add +3.1% 17,358 $3.5M
Asahi Life Asset Management Co., LTD. 2.08% Reduce -23.4% 17,323 $3.5M
3Chopt Investment Partners, LLC 1.42% Add +0.2% 17,297 $3.5M
Forza Wealth Management, LLC 1.79% Reduce -1.4% 17,204 $3.4M
Financial Planning & Information Services, Inc. 0.52% Reduce -1.5% 17,193 $3.4M
Waterloo Capital, L.P. 0.44% Add +2.2% 17,167 $3.4M
Mather Group, Llc. 0.05% Reduce -1.5% 20,178 $3.4M
Moser Wealth Advisors, LLC 1.91% Reduce -1.3% 17,134 $3.4M
Synergy Asset Management, LLC 0.58% Reduce -43.5% 17,097 $3.4M
Avidian Wealth Enterprises, LLC 0.18% Add +40.3% 17,084 $3.4M
L.M. Kohn & Company 0.96% Add +4.8% 17,028 $3.4M
LGT Fund Management Co Ltd. 1.43% Add +0.8% 17,010 $3.4M
Brooklyn Investment Group 1.47% Reduce -0.0% 17,121 $3.4M
Benin Management CORP 1.08% Reduce -2.6% 16,987 $3.4M
Voya Financial Advisors, Inc. 0.39% Add +3.2% 17,042 $3.4M
Town & Country Bank & Trust CO dba First Bankers Trust CO 1.45% Reduce -0.5% 16,960 $3.4M
Royal Harbor Partners, LLC 1.48% Add +0.8% 16,955 $3.4M
Peak Planning Group, LLC 2.12% Add +2.9% 16,904 $3.4M
Smartleaf Asset Management LLC 0.65% Add +31.6% 16,933 $3.4M
Trivant Custom Portfolio Group, LLC 2.15% Reduce -3.6% 16,857 $3.4M
Continuum Advisory, LLC 0.51% Reduce -27.8% 17,077 $3.4M
Bremer Bank National Association 0.62% Add +4.2% 16,831 $3.4M
Adero Partners, LLC 0.26% Add +0.7% 16,826 $3.4M
Guerra Pan Advisors, LLC 3.11% Reduce -9.9% 16,780 $3.4M
First City Capital Management, Inc. 1.86% Reduce -0.9% 16,740 $3.4M
Eads & Heald Wealth Management 1.56% Reduce -8.4% 16,742 $3.4M
Cumberland Advisors Inc. 1.24% Add +2.7% 16,690 $3.3M
Dover Advisors, LLC 2.29% Add +92.7% 16,677 $3.3M
Slocum, Gordon & Co LLP 2.48% No change 16,650 $3.3M
Marest Capital, LLC 3.07% Add +0.8% 16,618 $3.3M
Sfmg, LLC 0.28% Add +8.6% 16,546 $3.3M
Dillon & Associates Inc. 0.52% Add +4.0% 16,555 $3.3M
KP Management LLC 1.42% No change 16,527 $3.3M
Enterprise Financial Services Corp 1.99% Reduce -7.6% 16,516 $3.3M
Hudson Value Partners, LLC 1.40% Add +12.7% 16,469 $3.3M
FCG Investment Co 2.63% Reduce -0.5% 16,432 $3.3M
Missouri Trust & Investment Co 1.27% Reduce -3.5% 16,422 $3.3M
Martin & Co. Inc. 0.80% Reduce -1.5% 16,383 $3.3M
Handelsinvest Investeringsforvaltning 1.57% Reduce -30.4% 16,351 $3.3M
Loudon Investment Management, LLC 1.88% No change 16,303 $3.3M
Fortune Financial Advisors, LLC 2.08% Reduce -8.5% 16,289 $3.3M
Spreng Capital Management, Inc. 1.76% Reduce -0.7% 16,254 $3.3M
Lloyd Advisory Services, LLC. 0.69% Add +584.2% 16,250 $3.3M
TCI Wealth Advisors, Inc. 0.32% Add +0.2% 16,245 $3.3M
Wealth Alliance, LLC 0.42% Add +8.1% 16,165 $3.2M
CFS Investment Advisory Services, LLC 0.54% Add +2.2% 16,159 $3.2M
Cynosure Group, LLC 0.58% Add +54.6% 16,151 $3.2M
Hudson Canyon Capital Management 2.08% No change 16,137 $3.2M
Riverview Trust Co 2.50% Add +0.8% 16,127 $3.2M
WMS Partners, LLC 0.22% Add +5.2% 16,099 $3.2M
Grey Ledge Advisors, LLC 0.91% Reduce -1.4% 16,067 $3.2M
Cornell Pochily Investment Advisors, Inc. 1.28% Add +1.1% 16,056 $3.2M
Pinnacle Bancorp, Inc. 0.95% Add +0.1% 16,045 $3.2M
Twelve Points Wealth Management LLC 1.18% Reduce -1.3% 16,035 $3.2M
LM Advisors LLC 0.56% Add +14.9% 16,025 $3.2M
Lederer & Associates Investment Counsel 2.23% Reduce -3.7% 16,013 $3.2M
TriaGen Wealth Management LLC 1.33% Reduce -0.1% 16,006 $3.2M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.49% Reduce -59.8% 15,992 $3.2M
Eclectic Associates Inc. 1.46% Reduce -5.5% 15,983 $3.2M
Hartline Investment Corp./ 0.56% Add +4.0% 15,962 $3.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.56% Add +5.5% 15,962 $3.2M
E Fund Management Co., Ltd. 0.20% Add +249.3% 15,961 $3.2M
Founders Financial Securities LLC 0.33% Reduce -18.2% 15,933 $3.2M
Clear Rock Advisors, LLC 1.39% Add +0.6% 15,929 $3.2M
Boit C F David 1.74% No change 16,629 $3.2M
Krilogy Financial LLC 0.24% Add +0.4% 15,892 $3.2M
Marion Wealth Management 0.95% Add +0.4% 15,886 $3.2M
Abundance Wealth Counselors 0.73% Reduce -0.4% 15,857 $3.2M
Sustainable Insight Capital Management, LLC 2.29% Add +0.6% 15,848 $3.2M
Joseph Group Capital Management 1.59% Add +16.8% 15,823 $3.2M
Delta Asset Management LLC 0.28% Reduce -1.0% 15,784 $3.2M
Chatham Capital Group, Inc. 0.58% Add +2.4% 15,782 $3.2M
Pinnacle West Asset Management, Inc. 2.51% Reduce -0.6% 15,770 $3.2M
Ironwood Financial, llc 0.73% Add +0.2% 15,749 $3.2M
Institute for Wealth Management, LLC. 0.41% Reduce -2.9% 15,729 $3.2M
Mount Lucas Management LP 1.05% Reduce -8.4% 15,706 $3.1M
IPG Investment Advisors LLC 0.69% Reduce -2.6% 15,694 $3.1M
Holistic Financial Partners 1.60% Add +1.1% 15,672 $3.1M
Fiduciary Family Office, LLC 1.23% Add +7.3% 15,668 $3.1M
Aaron Wealth Advisors LLC 0.45% Add +35.6% 15,664 $3.1M
Wills Financial Group, Inc. 1.48% Add +7.5% 15,655 $3.1M
Black Swift Group, LLC 0.80% Reduce -14.7% 15,623 $3.1M
Sage Investment Advisers LLC 3.59% Reduce -10.2% 15,619 $3.1M
Chilton Investment Co. Inc. 0.09% Reduce -1.1% 15,580 $3.1M
Counterweight Ventures, LLC 2.51% Add +20.8% 15,547 $3.1M
Phillips Financial Management, LLC 0.25% Add +1.6% 15,539 $3.1M
Ruffer LLP 0.12% Reduce -0.9% 15,536 $3.1M
Boltwood Capital Management 0.96% Reduce -2.2% 15,516 $3.1M
Next Capital Management LLC 1.26% Add +2.6% 15,510 $3.1M
Roof Eidam Maycock Peralta, LLC 0.85% Add +1.3% 15,489 $3.1M
Gleason Group, Inc. 0.65% Reduce -2.6% 15,483 $3.1M
Aberdeen Wealth Management LLC 1.80% No change 15,469 $3.1M
Segment Wealth Management, LLC 0.24% Add +2.0% 15,458 $3.1M
Main Street Financial Solutions, LLC 0.33% Add +13.2% 15,432 $3.1M
Titleist Asset Management, LLC 0.54% Add +1.3% 15,317 $3.1M
KKM Financial LLC 1.49% Add +1.4% 15,293 $3.1M
World Investment Advisors 0.44% Reduce -50.8% 9,491 $3.1M
Delta Financial Advisors LLC 1.21% Add +1.1% 15,281 $3.1M
All Terrain Financial Advisors, LLC 1.32% Reduce -2.7% 15,277 $3.1M
Alaethes Wealth, LLC 1.34% Reduce -0.1% 15,272 $3.1M
Jessup Wealth Management, Inc 1.31% Reduce -67.9% 15,256 $3.1M
Court Place Advisors, LLC 0.99% Reduce -13.3% 15,253 $3.1M
Townsend & Associates, Inc 0.36% Reduce -3.0% 15,895 $3.1M
Brady Family Wealth, LLC 0.99% Add +0.9% 15,242 $3.1M
Prestige Wealth Management Group LLC 0.66% Reduce -35.6% 15,211 $3.0M
Continental Advisors LLC 2.40% Reduce -3.2% 15,135 $3.0M
Ramirez Asset Management, Inc. 0.61% Add +6.1% 15,127 $3.0M
Emfo, LLC 2.77% Reduce -5.5% 15,111 $3.0M
Armor Investment Advisors, LLC 1.45% Add +0.3% 15,057 $3.0M
Weik Capital Management 1.28% Reduce -3.5% 15,042 $3.0M
Advent Capital Management 4.30% Reduce -25.0% 15,000 $3.0M
Grandview Asset Management LLC 1.36% Add +1.4% 14,983 $3.0M
Fortem Financial Group, LLC 1.31% Add +7.0% 14,867 $3.0M
LYNX Capital Group Ltd. 2.01% Reduce -1.9% 14,837 $3.0M
Fragasso Financial Advisors Inc 0.25% Add +2.1% 14,820 $3.0M
Sittner & Nelson, LLC 1.50% Reduce -5.1% 14,817 $3.0M
GS Investments, Inc. 1.43% Add +0.4% 14,817 $3.0M
Sterling Investment Counsel, LLC 1.37% Add +43.3% 14,810 $3.0M
National Philanthropic Trust 0.06% Add +125.9% 14,766 $3.0M
Plante Moran Financial Advisors, LLC 0.32% Reduce -13.6% 14,729 $3.0M
AlphaStar Capital Management, LLC 0.30% Add +35.3% 14,694 $2.9M
Northwest Bank & Trust Co 2.70% Reduce -1.9% 15,337 $2.9M
First Dallas Securities Inc. 1.35% Reduce -2.9% 14,672 $2.9M
Catalyst Financial Partners LLC 0.76% Add +6.1% 16,319 $2.9M
First Commonwealth Financial Corp 0.78% Reduce -0.3% 14,667 $2.9M
GoalVest Advisory LLC 0.98% Add +69.1% 14,662 $2.9M
BKM Wealth Management, LLC 1.26% Add +2.1% 14,660 $2.9M
Watts Gwilliam & Co., LLC 0.91% — 14,570 $2.9M
Granite Group Advisors, LLC 1.98% Reduce -3.2% 14,658 $2.9M
Banco BTG Pactual S.A. 0.91% Add +66.6% 14,738 $2.9M
Hartford Funds Management Co LLC 0.28% Add +11.3% 14,638 $2.9M
MJP Associates Inc. 0.64% Add +19.4% 14,603 $2.9M
Birmingham Capital Management Co. Inc. 1.07% Reduce -3.9% 14,569 $2.9M
First Trust Investment Solutions L.P. 0.51% Add +48.0% 14,553 $2.9M
Atom Investors LP 0.37% Add +78.0% 14,551 $2.9M
LS Investment Advisors, LLC 0.46% Reduce -4.7% 14,474 $2.9M
Benedict Financial Advisors Inc. 0.74% Reduce -0.5% 14,463 $2.9M
Mb, Levis & Associates, LLC 1.55% Reduce -0.1% 14,439 $2.9M
Amplius Wealth Advisors, LLC 0.32% Add +0.7% 14,437 $2.9M
Jackson Hole Capital Partners, LLC 0.66% Reduce -0.5% 14,407 $2.9M
Winthrop Advisory Group LLC 0.42% Reduce -1.2% 14,397 $2.9M
Jeppson Wealth Management, LLC 1.11% Reduce -2.1% 14,337 $2.9M
Davidson Trust Co. 1.67% Reduce -1.1% 14,283 $2.9M
Altman Advisors, Inc. 1.39% Add +2.0% 14,365 $2.9M
Ballast, Inc. 0.90% Add +3.6% 14,242 $2.9M
Resolute Wealth Strategies, LLC 1.72% Add +0.7% 14,201 $2.8M
Orleans Capital Management Corp. 1.87% Reduce -1.5% 14,188 $2.8M
Strategic Investment Advisors / MI 0.36% Reduce -1.1% 14,148 $2.8M
Advus Financial Partners, LLC 0.88% Reduce -2.4% 14,138 $2.8M
Lafayette Investments, Inc. 0.64% Add +0.8% 14,126 $2.8M
Lantern Wealth Advisors, LLC 1.98% Reduce -0.7% 14,111 $2.8M
KLCM Advisors, Inc. 0.36% Reduce -46.0% 14,093 $2.8M
Carl P. Sherr & Co., LLC 1.59% Reduce -1.7% 14,081 $2.8M
Optimum Investment Advisors 1.29% No change 14,063 $2.8M
Twin Lakes Capital Management, LLC 1.90% Add +0.3% 14,056 $2.8M
CTC LLC 0.05% Add +107.3% 14,032 $2.8M
Insight Inv LLC 2.44% Reduce -0.1% 14,026 $2.8M
Guardian Capital LP 0.10% Reduce -11.8% 14,004 $2.8M
Wulff, Hansen & Co. 2.80% Reduce -0.7% 13,993 $2.8M
Aprio Wealth Management, LLC 0.55% Add +108.7% 13,954 $2.8M
Etesian Wealth Advisors, Inc. 1.60% Reduce -8.8% 13,933 $2.8M
S.E.E.D. Planning Group LLC 1.02% Reduce -4.8% 13,917 $2.8M
Rockingstone Advisors LLC 1.44% Reduce -0.3% 13,916 $2.8M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +23.5% 13,878 $2.8M
Proficio Capital Partners LLC 0.31% Add +4.1% 13,877 $2.8M
Pekin Hardy Strauss, Inc. 0.38% Add +23.1% 13,871 $2.8M
Kiley Juergens Wealth Management, LLC 0.86% Add +5.0% 13,829 $2.8M
Signature Wealth Management Partners, LLC 2.25% Reduce -31.8% 13,814 $2.8M
Corrado Advisors, LLC 1.82% Reduce -4.1% 13,803 $2.8M
Hamel Associates, Inc. 0.88% No change 13,747 $2.8M
Arlington Trust Co LLC 0.70% Reduce -1.4% 13,680 $2.7M
Neumann Capital Management, LLC 0.98% Add +6.2% 13,672 $2.7M
Bedell Frazier Investment Counselling, LLC 0.68% Add +0.6% 13,651 $2.7M
Verus Capital Partners, LLC 0.30% Add +1.6% 13,579 $2.7M
Cim Investment Management Inc. 0.81% No change 13,553 $2.7M
Summit Financial Group, Inc. 0.96% Add +1.1% 13,531 $2.7M
Accredited Investors Inc. 0.17% Add +2.2% 13,507 $2.7M
CMT Capital Markets Trading GmbH 1.23% Add +1025.0% 13,500 $2.7M
Onyx Bridge Wealth Group LLC 0.48% Add +29.8% 13,945 $2.7M
Brendel Financial Advisors LLC 3.08% No change 13,448 $2.7M
Cornerstone Advisory, LLC 0.38% Add +6.2% 13,424 $2.7M
Y.D. More Investments Ltd 0.48% Reduce -6.0% 13,417 $2.7M
Ranch Capital Advisors Inc. 1.44% Add +2.0% 13,340 $2.7M
Union Savings Bank 1.40% Reduce -0.7% 13,336 $2.7M
Spirepoint Private Client, LLC 0.41% — 13,286 $2.7M
Sentry Investment Management LLC 1.03% Reduce -0.3% 13,273 $2.7M
Astoria Portfolio Advisors LLC. 1.02% Add +65.0% 14,477 $2.6M
Wealth Alliance Advisory Group, LLC 0.61% Add +10.8% 13,202 $2.6M
Chapman Investment Management, LLC 1.95% Reduce -4.0% 13,181 $2.6M
LMG Wealth Partners, LLC 0.66% No change 13,173 $2.6M
Alaska Permanent Fund Corp 0.04% Reduce -19.8% 13,170 $2.6M
Balefire, LLC 0.95% Reduce -42.6% 13,153 $2.6M
Ellerson Group Inc. 2.01% Reduce -1.9% 13,152 $2.6M
Consilium Wealth Advisory, LLC 1.48% Add +8.0% 13,131 $2.6M
Invst, LLC 0.31% Add +2.2% 13,215 $2.6M
Traphagen Investment Advisors LLC 0.28% Add +0.4% 13,122 $2.6M
Symphony Financial, Ltd. Co. 0.61% Reduce -25.2% 13,112 $2.6M
Aft, Forsyth & Sober, LLC 0.93% Reduce -2.6% 13,100 $2.6M
Well Done, LLC 0.52% Add +0.4% 13,098 $2.6M
Beck Capital Management, LLC 0.75% Add +1.5% 13,096 $2.6M
LVM Capital Management Ltd. 0.31% Add +0.1% 13,093 $2.6M
Winthrop Capital Management, LLC 1.21% Add +1.1% 13,066 $2.6M
Gerber Kawasaki Wealth & Investment Management 0.14% Add +19.8% 13,037 $2.6M
LCNB Corp. 0.94% Reduce -3.5% 13,028 $2.6M
Greenwich Wealth Management LLC 0.21% Add +5.6% 13,011 $2.6M
WBH Advisory Inc. 0.27% Reduce -1.0% 12,966 $2.6M
Weaver Capital Management LLC 0.74% Add +0.1% 12,948 $2.6M
Allred Capital Management, LLC 1.01% Add +11.6% 12,909 $2.6M
Perpetual Ltd 0.03% Reduce -14.5% 12,904 $2.6M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.67% No change 12,849 $2.6M
Nicholas Hoffman & Company, LLC. 0.13% Reduce -7.7% 12,845 $2.6M
United Advisor Group, LLC 0.97% New 12,836 $2.6M
Intrua Financial, LLC 0.40% Reduce -28.9% 12,809 $2.6M
Bath Savings Trust Co 0.27% Add +0.9% 12,800 $2.6M
First Bank & Trust 0.53% Reduce -4.2% 12,766 $2.6M
Centennial Bank 1.31% Reduce -2.5% 12,757 $2.6M
Brevan Howard Capital Management LP 0.24% Reduce -46.7% 12,726 $2.5M
Audent Global Asset Management, LLC 2.60% Add +1.5% 12,685 $2.5M
Byrne Asset Management LLC 2.06% Reduce -2.2% 12,682 $2.5M
Peoples Bank 1.99% Reduce -1.3% 12,681 $2.5M
Legacy Wealth Management, LLC / MS 1.14% No change 12,668 $2.5M
Kenora Financial, LLC 1.07% Add +1.9% 12,622 $2.5M
Burford Brothers, Inc. 1.66% Reduce -0.1% 12,613 $2.5M
United Community Bank 0.98% Reduce -4.2% 12,610 $2.5M
High Net Worth Advisory Group LLC 0.79% Reduce -1.4% 12,591 $2.5M
Pointe Capital Management LLC 1.54% Reduce -0.4% 12,583 $2.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.06% Reduce -1.1% 12,999 $2.5M
Exchange Bank 2.06% Reduce -0.6% 12,535 $2.5M
Passumpsic Savings Bank 1.60% — 12,534 $2.5M
Heritage Wealth Advisors 0.11% Reduce -22.7% 12,522 $2.5M
Pinnacle Holdings, LLC 1.04% Reduce -5.9% 12,519 $2.5M
1620 Investment Advisors, Inc. 2.51% Add +2.0% 12,487 $2.5M
Marble Harbor Investment Counsel, LLC 0.29% Add +2.5% 12,479 $2.5M
First County Bank 1.22% Reduce -11.3% 12,475 $2.5M
Balentine LLC 0.07% Add +5.6% 12,473 $2.5M
Falcon Wealth Planning 0.40% Reduce -3.4% 12,470 $2.5M
Monument Capital Management 0.72% Add +20.7% 12,464 $2.5M
Eagle Bluffs Wealth Management LLC 1.55% Add +0.3% 12,461 $2.5M
Donald L. Hagan, LLC 1.32% Reduce -1.3% 12,448 $2.5M
Quent Capital, LLC 0.29% Add +16.2% 12,447 $2.5M
HF Advisory Group, LLC 1.39% Add +8.2% 12,391 $2.5M
FinTrust Capital Advisors, LLC 0.48% Reduce -0.8% 12,386 $2.5M
KPP Advisory Services LLC 0.68% Add +2.3% 12,372 $2.5M
Sierra Summit Advisors LLC 0.67% Add +2.4% 12,352 $2.5M
Commonwealth Financial Services, LLC 0.58% No change 14,510 $2.5M
South Street Advisors LLC 0.39% No change 12,317 $2.5M
FDx Advisors, Inc. 0.37% Reduce -22.5% 12,312 $2.5M
Washington Capital Management, Inc. 2.00% Reduce -4.5% 12,270 $2.5M
Front Row Advisors LLC 0.91% Add +44.8% 12,246 $2.5M
Aristotle Capital Management, LLC 0.00% Reduce -7.0% 12,211 $2.4M
MCF Advisors LLC 0.19% Reduce -43.6% 12,199 $2.4M
Kesler, Norman & Wride, LLC 0.52% Add +350.2% 12,165 $2.4M
Birchbrook, Inc. 1.45% Reduce -9.0% 12,147 $2.4M
Integral Investment Advisors, Inc. 1.01% Add +140.8% 12,192 $2.4M
Schonfeld Strategic Advisors LLC 0.02% Reduce -71.3% 12,135 $2.4M
Redhawk Wealth Advisors, Inc. 0.40% Reduce -1.9% 12,118 $2.4M
Lindenwold Advisors, INC 1.30% Reduce -1.6% 12,108 $2.4M
Blodgett Wealth Advisors, LLC 2.19% Add +3.2% 12,055 $2.4M
One Charles Private Wealth Services, LLC 1.05% Add +2.2% 12,052 $2.4M
Insight Wealth Strategies, LLC 0.35% Reduce -14.3% 12,032 $2.4M
First Financial Corp. 1.22% Reduce -2.3% 12,012 $2.4M
Zions Bancorporation, N.A. 0.18% Add +47.9% 12,004 $2.4M
Journey Strategic Wealth LLC 0.11% Add +27.6% 12,001 $2.4M
Ulysses Management LLC 0.52% No change 12,000 $2.4M
Dagco, Inc. 1.09% Add +507.1% 11,972 $2.4M
Marietta Investment Partners LLC 0.52% Reduce -0.2% 11,963 $2.4M
Sonata Capital Group Inc. 1.09% Add +3.9% 11,946 $2.4M
Aldebaran Capital, LLC 2.28% No change 11,907 $2.4M
Angeles Wealth Management, LLC 0.24% Add +12.4% 11,855 $2.4M
MRP Capital Investments, LLC 2.38% Add +0.7% 11,838 $2.4M
Financial Advisors, LLC 0.49% Reduce -2.6% 11,831 $2.4M
Notis-McConarty Edward 0.93% Reduce -8.2% 11,767 $2.4M
MBA Advisors LLC 1.22% Reduce -0.7% 11,742 $2.4M
Eagle Strategies LLC 0.52% Add +112.6% 11,714 $2.3M
Eudaimonia Advisors LLC 1.24% Add +17.4% 11,671 $2.3M
Stoneridge Investment Partners LLC 0.89% Reduce -14.1% 11,667 $2.3M
TBH Global Asset Management, LLC 0.47% Add +9.7% 11,656 $2.3M
Waddell & Associates, LLC 0.32% Add +1.8% 11,649 $2.3M
Weatherly Asset Management L. P. 0.23% Reduce -0.8% 11,618 $2.3M
Transamerica Financial Advisors, LLC 0.24% Reduce -44.6% 11,615 $2.3M
Veltria Advisors Corp. 0.60% Add +184.3% 11,588 $2.3M
Financial Insights, Inc. 0.67% Add +1.6% 11,586 $2.3M
Acorn Wealth Advisors, LLC 1.21% Reduce -1.9% 11,579 $2.3M
Prosperitas Financial LLC 1.49% Add +12.4% 11,574 $2.3M
Klingman & Associates, LLC 0.17% Add +1.6% 11,553 $2.3M
Biltmore Family Office, LLC 0.46% Add +4.5% 11,542 $2.3M
Paces Ferry Wealth Advisors, LLC 1.48% Reduce -1.1% 11,539 $2.3M
Fort Point Capital Partners LLC 0.31% Reduce -1.5% 11,536 $2.3M
Schrum Private Wealth Management LLC 2.10% Add +130.5% 11,528 $2.3M
Peoples Bank 1.28% Reduce -0.3% 11,504 $2.3M
Gilbert & Cook, Inc. 0.31% Add +1.1% 11,491 $2.3M
Evergreen Wealth Management, LLC 1.56% No change 11,488 $2.3M
Optas, LLC 0.63% Add +0.7% 11,476 $2.3M
WealthBridge Capital Management, LLC 0.77% Add +0.5% 11,463 $2.3M
Camarda Financial Advisors, LLC 0.93% Reduce -2.2% 11,454 $2.3M
Bigelow Investment Advisors, LLC 1.13% Add +13.0% 11,436 $2.3M
Trillium Asset Management, LLC 0.06% Reduce -1.4% 11,425 $2.3M
Tradition Wealth Management, LLC 0.23% Add +7.1% 11,407 $2.3M
Windsor Capital Management, LLC 0.71% Reduce -1.2% 11,405 $2.3M
New Millennium Group LLC 1.72% Add +25.4% 11,401 $2.3M
Faithward Advisors, LLC 0.41% Add +46.9% 11,393 $2.3M
Meadow Creek Wealth Advisors LLC 1.59% Add +10.8% 11,384 $2.3M
American Investment Services, Inc. 0.40% Add +5.6% 11,365 $2.3M
Revolve Wealth Partners, LLC 0.39% Add +1.9% 11,354 $2.3M
Carson Advisory Inc. 1.60% Add +0.5% 11,338 $2.3M
Castle Rock Wealth Management, LLC 0.62% Add +0.6% 11,808 $2.3M
BlackDiamond Wealth Management, LLC 1.61% Reduce -0.3% 11,310 $2.3M
St. Johns Investment Management Company, LLC 1.09% Add +1.5% 11,300 $2.3M
Money Concepts Capital Corp. 0.21% Add +1.5% 11,271 $2.3M
PYA Waltman Capital, LLC 0.84% Add +1.6% 11,251 $2.3M
626 Financial, LLC 1.36% Reduce -2.3% 11,240 $2.3M
A. D. Beadell Investment Counsel, Inc. 1.97% Reduce -3.1% 11,239 $2.3M
My Legacy Advisors, LLC 0.75% Add +2.3% 11,226 $2.2M
Kidder Stephen W 0.72% Reduce -0.6% 11,222 $2.2M
Summit Financial Strategies, Inc. 0.31% Reduce -0.4% 11,220 $2.2M
Wealth Management Partners, LLC 1.14% Reduce -2.5% 11,198 $2.2M
Empirical Asset Management, LLC 1.08% Add +1136.9% 17,614 $2.2M
Auxano Advisors, LLC 0.65% Reduce -2.8% 11,194 $2.2M
Harel Insurance Investments & Financial Services Ltd. 0.04% Add +19.2% 11,174 $2.2M
Wolff Wiese Magana LLC 1.93% Reduce -8.8% 11,166 $2.2M
Birinyi Associates Inc. 0.73% Reduce -0.9% 11,157 $2.2M
Arcataur Capital Management LLC 0.80% Add +106.4% 11,151 $2.2M
Pinnacle Wealth Management Group, Inc. 1.66% Reduce -1.2% 11,144 $2.2M
Chesapeake Wealth Management 0.81% Reduce -2.5% 11,140 $2.2M
Northern Financial Advisors Inc 1.74% Add +0.1% 11,138 $2.2M
Cacti Asset Management LLC 0.18% No change 11,110 $2.2M
Harmony Asset Management LLC 0.92% Reduce -9.3% 11,107 $2.2M
Zhang Financial LLC 0.16% Add +3.4% 11,097 $2.2M
Blue Square Asset Management, LLC 1.51% Reduce -4.9% 11,096 $2.2M
Park Edge Advisors, LLC 0.62% Reduce -0.7% 11,075 $2.2M
Canopy Partners, LLC 1.08% Reduce -46.2% 11,074 $2.2M
Keudell/Morrison Wealth Management 0.67% Reduce -1.1% 11,070 $2.2M
Emprise Bank 1.49% — 11,048 $2.2M
Total Clarity Wealth Management, Inc. 0.77% Add +19.1% 11,041 $2.2M
Diligent Investors, LLC 0.56% Reduce -1.4% 11,041 $2.2M
Mainstay Capital Management LLC 0.42% No change 11,033 $2.2M
BSW Wealth Partners 0.37% Reduce -1.4% 11,033 $2.2M
Aft, Forsyth & Company, Inc. 1.26% Reduce -6.7% 11,025 $2.2M
Princeton Capital Management LLC 0.80% Reduce -3.0% 11,025 $2.2M
Roman Butler Fullerton & Co. 0.83% Reduce -0.2% 11,630 $2.2M
Ardent Capital Management, Inc. 1.11% Reduce -73.2% 10,997 $2.2M
Hemenway Trust Co LLC 0.19% Add +8.0% 10,984 $2.2M
Norris Perne & French LLP 0.16% Reduce -0.4% 10,979 $2.2M
BHK Investment Advisors, LLC 0.84% Add +56.3% 10,975 $2.2M
Leonteq Securities AG 0.30% Add +1661.6% 10,975 $2.2M
Letson Investment Management, Inc. 0.93% Add +1.8% 10,954 $2.2M
Vicus Capital 0.20% Add +15.1% 10,931 $2.2M
CKW Financial Group 0.28% Reduce -1.3% 10,987 $2.2M
Westmount Partners, LLC 0.79% Reduce -1.3% 10,912 $2.2M
Arbor Capital Management Inc. 2.07% Reduce -18.0% 11,343 $2.2M
Oder Investment Management, LLC 2.03% Reduce -8.8% 10,884 $2.2M
W1M Asset Management Ltd 0.17% Add +6.1% 10,882 $2.2M
Farrow Financial, Inc. 1.52% Reduce -16.7% 10,827 $2.2M
Portfolio Design Labs, LLC 0.73% Reduce -7.3% 10,809 $2.2M
First National Bank of Hutchinson 1.45% Add +8.1% 10,805 $2.2M
JPL Wealth Management, LLC 1.19% Add +23.1% 10,805 $2.2M
Hazlett, Burt & Watson, Inc. 1.30% Reduce -1.7% 10,803 $2.2M
Lakeshore Financial Planning, Inc. 1.09% Add +0.1% 10,788 $2.2M
Elmwood Wealth Management, Inc. 0.92% Add +29.4% 10,678 $2.1M
CIC Wealth, LLC 0.62% Reduce -2.0% 10,677 $2.1M
HMS Capital Management, LLC 1.18% Reduce -4.9% 10,677 $2.1M
Capital Management Associates 2.55% Add +117.7% 10,671 $2.1M
Godshalk Welsh Capital Management, Inc. 1.43% Add +0.7% 10,650 $2.1M
Prentice Wealth Management LLC 0.74% Add +3.7% 10,649 $2.1M
Mendel Money Management 0.99% Reduce -1.6% 10,646 $2.1M
MGB Wealth Management, LLC 0.87% Add +5.4% 10,646 $2.1M
Vista Investment Partners LLC 0.73% Add +1.1% 10,616 $2.1M
Advisory Research Inc. 0.42% Reduce -0.3% 10,609 $2.1M
Wealth Architects, LLC 0.28% Reduce -4.8% 10,601 $2.1M
Stableford Capital II LLC 0.85% Reduce -10.8% 10,587 $2.1M
First Citizens Financial Corp 1.26% Add +0.3% 10,584 $2.1M
Trust Investment Advisors 1.53% Reduce -0.4% 10,578 $2.1M
Weaver C. Barksdale & Associates, Inc. 1.94% Reduce -21.4% 10,577 $2.1M
IMS Capital Management 0.99% Reduce -0.1% 10,573 $2.1M
Okabena Investment Services Inc. 0.70% Reduce -3.2% 10,566 $2.1M
Woodward Diversified Capital, LLC 1.31% Add +0.8% 10,556 $2.1M
Purus Wealth Management, LLC 1.04% Add +21.1% 10,555 $2.1M
CVA Family Office, LLC 0.38% Add +0.2% 10,553 $2.1M
Financial Management Professionals, Inc. 0.31% Reduce -1.6% 10,545 $2.1M
Altshuler Shaham Ltd 0.08% Reduce -17.9% 10,513 $2.1M
Raleigh Capital Management Inc. 0.91% Add +7.9% 10,510 $2.1M
FWG Holdings, LLC 1.13% Add +6.3% 10,656 $2.1M
Capital Advisors, Ltd. LLC 0.27% Add +1.5% 10,484 $2.1M
Vantage Financial Partners Ltd., Inc. 0.55% Reduce -2.3% 10,482 $2.1M
Applied Capital LLC 1.70% Add +2.2% 10,445 $2.1M
Hollow Brook Wealth Management LLC 0.77% No change 10,420 $2.1M
JNBA Financial Advisors 0.22% Reduce -3.3% 10,403 $2.1M
Epacria Capital Partners, LLC 1.52% No change 10,400 $2.1M
MBL Wealth, LLC 0.24% Reduce -9.1% 10,398 $2.1M
CoreFirst Bank & Trust 1.30% Reduce -2.7% 10,391 $2.1M
Hilltop National Bank 0.71% — 10,390 $2.1M
Aire Advisors, LLC 0.47% Reduce -0.9% 10,370 $2.1M
Hunter Associates Investment Management LLC 0.35% Reduce -1.8% 10,338 $2.1M
Armstrong, Fleming & Moore, Inc 1.43% Add +1.2% 10,315 $2.1M
Corundum Group, Inc. 1.00% Reduce -5.9% 10,309 $2.1M
Towercrest Capital Management 0.35% No change 10,304 $2.1M
West Paces Advisors Inc. 0.54% Add +17.7% 10,298 $2.1M
Autumn Glory Partners, LLC 1.01% No change 10,287 $2.1M
Leo Wealth, LLC 0.21% Reduce -4.2% 10,315 $2.1M
Walkner Condon Financial Advisors LLC 0.44% Add +2.1% 10,254 $2.1M
Inspire Trust Co, N.A. 1.15% Add +55.7% 10,253 $2.1M
Boothbay Fund Management, LLC 0.06% Add +375.9% 10,222 $2.0M
CRA Financial Services, LLC 0.44% Add +0.8% 10,203 $2.0M
Highview Capital Management LLC 0.92% Reduce -10.9% 10,188 $2.0M
Matrix Private Capital Group LLC 1.38% Reduce -1.2% 10,179 $2.0M
AlphaQuest LLC 0.35% Add +54.1% 10,163 $2.0M
Palumbo Wealth Management LLC 0.91% Reduce -0.8% 10,162 $2.0M
Quotient Wealth Partners, LLC 0.07% Add +27.2% 10,141 $2.0M
Focused Wealth Management, Inc 0.32% Add +0.3% 10,134 $2.0M
Yarger Wealth Strategies, LLC 1.38% Reduce -11.7% 10,113 $2.0M
Keel Point, LLC 0.21% Add +3.3% 10,110 $2.0M
Matrix Trust Co 0.46% Add +1.3% 10,078 $2.0M
Aldebaran Financial Inc. 2.85% Reduce -1.6% 10,075 $2.0M
CFO4Life Group, LLC 0.36% Add +10.1% 10,041 $2.0M
Advisory Alpha, LLC 0.08% Add +3.8% 10,040 $2.0M
Barrett & Company, Inc. 0.95% Add +56.6% 10,024 $2.0M
LifeSteps Financial, Inc. 1.52% Reduce -2.1% 10,021 $2.0M
Stanley-Laman Group, Ltd. 0.26% Add +0.0% 10,017 $2.0M
MWA Asset Management 1.45% Add +4.7% 10,008 $2.0M
Paulson Wealth Management Inc. 0.59% Reduce -0.9% 10,000 $2.0M
Infrastructure Capital Advisors, LLC 0.32% New 10,000 $2.0M
Kowal Investment Group, LLC 0.43% Add +4.3% 9,996 $2.0M
Virtue Capital Management, LLC 0.36% Add +1.6% 10,887 $2.0M
LRI Investments, LLC 0.51% — 9,990 $2.0M
Global Trust Asset Management, LLC 0.82% Reduce -7.5% 9,948 $2.0M
Pinnacle Wealth Management, LLC 2.07% New 9,934 $2.0M
Iams Wealth Management, LLC 1.22% Reduce -7.7% 10,790 $2.0M
Ignite Planners, LLC 0.56% Reduce -35.3% 9,963 $2.0M
Cypress Wealth Services, LLC 0.46% Add +1.7% 9,894 $2.0M
WR Wealth Planners, LLC 0.62% Add +2.2% 9,884 $2.0M
AJ Advisors, LLC 1.09% Reduce -0.2% 9,879 $2.0M
Crescent Grove Advisors, LLC 0.21% Reduce -1.3% 9,872 $2.0M
Drive Wealth Management, LLC 0.55% Reduce -8.0% 9,865 $2.0M
Greater Midwest Financial Group, LLC 1.23% Add +4.5% 9,772 $2.0M
Mosaic Financial Group, LLC 1.57% — 9,766 $2.0M
Ironwood Investment Management LLC 0.95% Add +32.9% 9,754 $2.0M
Strait & Sound Wealth Management LLC 1.09% Reduce -0.0% 9,994 $2.0M
Apexium Financial, LP 0.15% Reduce -32.3% 9,744 $2.0M
Sky Investment Group LLC 0.38% Reduce -6.1% 9,742 $2.0M
Ramsay, Stattman, Vela & Price, Inc. 0.37% No change 9,741 $2.0M
Navellier & Associates Inc. 0.24% No change 9,740 $2.0M
Diversified, LLC 0.27% Add +7.3% 9,738 $2.0M
Cape Ann Savings Bank 1.22% Reduce -3.9% 9,735 $1.9M
Morris Financial Concepts, Inc. 1.00% Reduce -2.3% 9,715 $1.9M
Sage Rhino Capital LLC 0.46% Add +0.3% 9,692 $1.9M
Ullmann Wealth Partners Group, LLC 0.29% Add +3.3% 9,674 $1.9M
Old Mission Investment Co LLC 0.65% Reduce -3.8% 9,646 $1.9M
Saxon Interests, Inc. 0.92% Reduce -1.6% 9,644 $1.9M
G&S Capital LLC 0.86% Reduce -4.4% 9,628 $1.9M
Morton Capital Management LLC 0.52% Add +1.1% 9,611 $1.9M
DE Burlo Group Inc. 0.26% Reduce -10.9% 9,603 $1.9M
Signet Financial Management, LLC 0.26% Add +1.0% 9,594 $1.9M
Park Place Capital Corp 0.69% Reduce -10.4% 9,578 $1.9M
Texas Capital Bancshares Inc 0.87% Reduce -12.5% 9,565 $1.9M
RW Investment Management LLC 0.27% Reduce -4.6% 9,565 $1.9M
PhiloSmith Capital Corp 0.54% No change 9,550 $1.9M
Gateway Advisory, LLC 0.34% Reduce -17.3% 9,534 $1.9M
Summit Financial Wealth Advisors, LLC 0.39% Add +0.4% 9,510 $1.9M
Lakeridge Wealth Management LLC 1.23% Add +3.5% 9,504 $1.9M
Breakwater Capital Group 0.48% Add +7.1% 9,498 $1.9M
Rothschild Wealth LLC 0.67% — 9,497 $1.9M
Coastal Bridge Advisors, LLC 0.44% Add +0.0% 9,497 $1.9M
Orion Capital Management LLC 1.01% Reduce -3.3% 9,464 $1.9M
Personal Cfo Solutions, LLC 0.30% Add +4.4% 9,444 $1.9M
JSF Financial, LLC 0.59% Reduce -2.4% 9,440 $1.9M
Freedom Investment Management, Inc. 0.15% Reduce -14.3% 9,437 $1.9M
Independent Solutions Wealth Management, LLC 0.45% Add +1.3% 9,434 $1.9M
Sandy Cove Advisors, LLC 0.87% Add +20.3% 9,433 $1.9M
Fielder Capital Group LLC 0.84% Add +0.2% 9,426 $1.9M
Catalina Capital Group, LLC 0.81% Add +152.8% 9,416 $1.9M
Capital City Trust Co. 0.53% Add +4.9% 9,416 $1.9M
Pinion Investment Advisors, LLC 0.98% Add +9.1% 9,415 $1.9M
Schear Investment Advisers, LLC 1.51% Add +30.2% 9,413 $1.9M
Kelly Lawrence W & Associates Inc. 0.44% Reduce -20.7% 9,408 $1.9M
Navalign, LLC 0.62% Reduce -1.7% 9,396 $1.9M
Eley Financial Management, Inc 0.81% Reduce -1.8% 9,376 $1.9M
Trail Ridge Investment Advisors, LLC 1.06% Reduce -24.2% 9,327 $1.9M
West Family Investments, Inc. 0.58% Add +1.8% 9,326 $1.9M
Allstate Corp. 0.13% Add +0.4% 9,317 $1.9M
FSM Wealth Advisors, LLC 0.66% Add +1.9% 9,302 $1.9M
Cozad Asset Management Inc. 0.19% No change 9,298 $1.9M
Fortitude Advisory Group L.L.C. 1.05% Reduce -10.7% 9,295 $1.9M
Secured Retirement Advisors, LLC 1.58% Add +2.5% 9,294 $1.9M
N.E.W. Advisory Services LLC 0.21% Reduce -5.1% 9,259 $1.9M
Wambolt & Associates, LLC 0.56% Reduce -33.4% 9,317 $1.9M
Signal Advisors Wealth, LLC 0.46% Add +333.8% 9,214 $1.8M
Hemington Wealth Management 0.67% Reduce -12.5% 9,202 $1.8M
AA Financial Advisors, LLC 0.74% New 9,190 $1.8M
Gilman Hill Asset Management, LLC 0.33% Reduce -2.9% 9,187 $1.8M
US Asset Management LLC 1.65% Reduce -2.2% 9,168 $1.8M
Ti-Trust, Inc. 1.35% Add +6.0% 9,159 $1.8M
Savoie Capital LLC 0.25% New 9,128 $1.8M
Financial Perspectives, Inc 0.69% Reduce -1.0% 9,121 $1.8M
Kapstone Financial Advisors LLC 1.24% Add +3.5% 9,119 $1.8M
Terril Brothers, Inc. 0.63% Reduce -2.5% 9,115 $1.8M
Tempus Wealth Planning, LLC 0.80% Add +3.1% 9,102 $1.8M
Canvas Wealth Advisors, LLC 0.61% Add +4.9% 10,108 $1.8M
Connective Portfolio Management, LLC 3.20% Reduce -30.6% 9,080 $1.8M
City State Bank 0.80% Add +0.1% 9,075 $1.8M
Perennial Investment Advisors, LLC 0.28% Reduce -3.5% 9,065 $1.8M
Seven Mile Advisory 1.38% Add +0.8% 9,065 $1.8M
Meeder Asset Management Inc. 0.11% Add +26.4% 9,058 $1.8M
Relative Value Partners Group, LLC 0.11% No change 10,385 $1.8M
Wealthquest Corp 0.19% Reduce -4.3% 9,036 $1.8M
Masso Torrence Wealth Management Inc. 1.07% Reduce -2.0% 9,034 $1.8M
Ausdal Financial Partners, Inc. 0.21% Reduce -6.3% 9,027 $1.8M
Caldwell Sutter Capital, Inc. 0.87% Reduce -1.8% 9,014 $1.8M
Ridgecrest Wealth Partners, LLC 1.07% Reduce -3.8% 9,002 $1.8M
Crewe Advisors LLC 0.21% New 9,002 $1.8M
Samalin Investment Counsel, LLC 0.86% Reduce -5.8% 8,988 $1.8M
Grant/GrossMendelsohn, LLC 0.84% Reduce -16.3% 9,082 $1.8M
Ami Asset Management Corp. 0.09% Reduce -3.2% 8,960 $1.8M
Citadel Investment Advisory, Inc. 1.01% No change 8,936 $1.8M
Round Hill Asset Management 1.08% Reduce -0.6% 8,931 $1.8M
Select Asset Management & Trust 0.74% Reduce -14.9% 8,927 $1.8M
Delphi Management Inc. 1.38% Reduce -3.8% 8,908 $1.8M
Bennett Selby Investments LP 0.83% Reduce -0.2% 8,906 $1.8M
Asio Capital, LLC 0.38% No change 8,896 $1.8M
FSB Premier Wealth Management, Inc. 0.83% Add +8.8% 8,889 $1.8M
Hummer Financial Advisory Services Inc 1.47% Add +0.5% 8,883 $1.8M
Clarus Group, Inc. 1.25% Reduce -8.3% 8,881 $1.8M
Mittelman Wealth Management 1.20% — 8,877 $1.8M
Mendel Capital Management LLC 1.17% Reduce -7.9% 8,860 $1.8M
IRON Financial LLC 0.99% Reduce -4.9% 8,857 $1.8M
Game Creek Capital, LP 0.96% Reduce -20.8% 8,850 $1.8M
Meridian Financial Partners LLC 2.27% Reduce -0.1% 9,776 $1.8M
Addison Advisors LLC 0.61% Add +1.1% 8,800 $1.8M
Correct Capital Wealth Management 0.41% Add +14.3% 8,798 $1.8M
Winning Points Advisors, LLC 2.71% No change 10,323 $1.8M
Defined Wealth Management, LLC 1.26% Add +0.1% 8,756 $1.8M
PFC Capital Group, Inc. 0.94% Reduce -1.7% 8,725 $1.7M
McGlone Suttner Wealth Management, Inc. 0.33% Add +12.9% 8,710 $1.7M
Cooper Financial Group 0.29% Add +12.8% 8,693 $1.7M
Kintra Wealth, LLC 1.29% Reduce -16.7% 8,689 $1.7M
First National Bank & Trust Co. of Newtown 0.35% No change 8,686 $1.7M
Gen-Wealth Partners Inc 0.86% — 8,681 $1.7M
RMR Capital Management, LLC 1.73% No change 8,679 $1.7M
Dohj, LLC 0.46% Add +1.3% 8,661 $1.7M
Prossimo Advisors, LLC 3.35% Reduce -0.3% 8,648 $1.7M
M. Kraus & Co 0.52% Add +4.3% 8,608 $1.7M
Waterfront Wealth Inc. 0.48% Add +0.3% 8,908 $1.7M
Central Asset Investments & Management Holdings (HK) Ltd 2.08% New 8,600 $1.7M
First National Bank Sioux Falls 0.94% Reduce -0.1% 8,599 $1.7M
Stiles Financial Services Inc 0.69% Add +20.3% 8,578 $1.7M
Berkeley Capital Partners, LLC 0.52% Reduce -3.5% 8,556 $1.7M
Westbourne Investment Advisors, Inc. 0.63% Reduce -0.5% 8,553 $1.7M
Ategra Capital Management, LLC 0.79% Reduce -0.0% 8,545 $1.7M
Private Portfolio Partners LLC 0.36% Reduce -3.1% 8,533 $1.7M
Legacy Bridge, LLC 1.00% Reduce -0.2% 8,531 $1.7M
Householder Group Estate & Retirement Specialist, LLC 0.51% Reduce -4.3% 8,522 $1.7M
Joule Financial, LLC 0.70% Add +1.4% 8,511 $1.7M
Tanager Wealth Management LLP 0.28% Add +94.0% 8,511 $1.7M
Rodgers Brothers Inc. 0.23% Add +27.8% 8,509 $1.7M
Wealth Management Associates, Inc. 0.80% Reduce -2.5% 8,407 $1.7M
LexAurum Advisors, LLC 0.43% Reduce -23.1% 8,482 $1.7M
Tortoise Investment Management, LLC 0.21% Reduce -1.1% 8,479 $1.7M
Eukles Asset Management 0.74% Add +5.8% 8,451 $1.7M
Montz Harcus Wealth Management LLC 1.14% Add +0.5% 8,437 $1.7M
Accuvest Global Advisors 0.74% Add +35.4% 8,428 $1.7M
Balboa Wealth Partners 0.54% Add +22.2% 8,417 $1.7M
Summit Wealth & Retirement Planning, Inc. 0.60% Reduce -8.2% 8,413 $1.7M
Troluce Capital Advisors LLC 0.37% New 8,400 $1.7M
Precedent Wealth Partners, LLC 0.72% Add +6.5% 8,387 $1.7M
SRN Advisors, LLC 1.31% Add +9.8% 8,386 $1.7M
Calton & Associates, Inc. 0.82% Reduce -17.8% 8,382 $1.7M
Ostrum Asset Management 0.13% Reduce -59.2% 8,369 $1.7M
Bouchey Financial Group, Ltd. 0.16% Reduce -0.8% 8,364 $1.7M
W Advisors, LLC 1.15% Reduce -0.2% 8,360 $1.7M
Hendershot Investments Inc. 0.24% No change 8,333 $1.7M
Sound Income Strategies, LLC 0.12% Add +7.2% 8,319 $1.7M
NorthStar Asset Management LLC 1.26% Add +4.0% 8,310 $1.7M
Aspen Wealth Strategies, LLC 1.15% Reduce -15.2% 8,305 $1.7M
Caldwell Investment Management Ltd. 1.24% Reduce -27.6% 8,300 $1.7M
Sivia Capital Partners, LLC 1.13% Reduce -1.8% 8,289 $1.7M
Steele Capital Management, Inc. 0.10% Reduce -5.5% 8,282 $1.7M
Sather Financial Group Inc 0.12% No change 8,279 $1.7M
Financial Engines Advisors L.L.C. 0.00% Add +51.6% 8,279 $1.7M
Eagle Wealth Strategies LLC 1.35% Reduce -1.1% 8,329 $1.7M
Members Trust Co 0.05% Reduce -8.2% 8,271 $1.7M
Herbst Group, LLC 1.02% Reduce -0.3% 8,260 $1.7M
Access Financial Services, Inc. 0.74% No change 8,256 $1.7M
Oarsman Capital, Inc. 0.39% Reduce -25.2% 8,232 $1.6M
CPA Asset Management Group, LLC 0.92% Add +0.2% 8,223 $1.6M
Syntax Research, Inc. 1.26% Add +0.6% 8,215 $1.6M
Charter Oak Capital Management, LLC 0.18% Add +8.4% 8,210 $1.6M
STAR Financial Bank 1.40% Reduce -3.4% 8,201 $1.6M
Cheviot Value Management, LLC 0.36% No change 8,199 $1.6M
Monte Financial Group, LLC 0.72% No change 8,198 $1.6M
QVR LLC 0.28% New 8,173 $1.6M
Kozak & Associates, Inc. 0.44% Reduce -2.2% 8,061 $1.6M
Eagle Capital Management LLC 0.01% Reduce -7.5% 8,146 $1.6M
Plancorp, LLC 0.07% Add +17.8% 8,141 $1.6M
Proffitt & Goodson Inc. 0.29% Reduce -2.3% 8,124 $1.6M
McElhenny Sheffield Capital Management, LLC 0.58% Add +1.1% 8,121 $1.6M
Alera Investment Advisors, LLC 0.22% Add +2.0% 8,119 $1.6M
Baron Silver Stevens Financial Advisors, LLC 0.32% Add +19.3% 8,115 $1.6M
Nicholas Wealth, LLC. 1.26% Add +3.5% 8,114 $1.6M
TLWM 0.36% Reduce -2.4% 8,103 $1.6M
Rogco, LP 0.66% Reduce -3.8% 8,094 $1.6M
Tilia Fiduciary Partners, Inc. 1.31% Reduce -1.7% 8,082 $1.6M
Foresight Global Investors, Inc. 0.80% No change 8,070 $1.6M
Accent Capital Management, LLC 1.39% Add +28.1% 8,058 $1.6M
Capital Square, LLC 1.14% Reduce -1.5% 8,054 $1.6M
ELCO Management Co., LLC 0.98% Reduce -0.2% 8,052 $1.6M
Legacy Capital Group California, Inc. 0.59% Reduce -3.2% 8,041 $1.6M
Cora Capital Advisors LLC 0.86% Reduce -0.8% 8,031 $1.6M
Machina Capital S.A.S. 0.85% Add +237.0% 8,021 $1.6M
Commons Capital, LLC 2.33% Add +0.5% 8,001 $1.6M
Veracity Capital LLC 0.62% Add +0.4% 8,001 $1.6M
GoodHaven Capital Management, LLC 0.61% No change 8,000 $1.6M
Keyes, Stange & Wooten Wealth Management, LLC 1.41% Reduce -2.4% 7,995 $1.6M
First Command Advisory Services, Inc. 0.02% Add +7.0% 8,004 $1.6M
Accel Wealth Management 0.68% Reduce -0.2% 7,984 $1.6M
Apella Capital, LLC 0.08% Add +0.6% 8,086 $1.6M
Beacon Financial Advisory LLC 0.77% Reduce -0.7% 7,946 $1.6M
Steph & Co. 0.55% Reduce -6.6% 7,941 $1.6M
Callan Capital, LLC 0.14% Add +25.2% 7,918 $1.6M
Lebenthal Global Advisors, LLC 0.35% Add +8.1% 7,915 $1.6M
American State Bank (Iowa) 1.06% Reduce -8.8% 7,907 $1.6M
RFP Financial Group LLC 0.62% Add +0.5% 7,905 $1.6M
Lee Financial Co 0.26% Add +60.5% 7,898 $1.6M
Colonial River Investments, LLC 0.89% Add +7.7% 7,892 $1.6M
Stephens Consulting, LLC 0.48% Reduce -1.1% 7,880 $1.6M
Thrive Wealth Management, LLC 0.33% Add +7.6% 7,854 $1.6M
Castle Wealth Management LLC 0.82% Reduce -18.4% 7,832 $1.6M
UNIVEST FINANCIAL Corp 0.44% Reduce -74.0% 7,822 $1.6M
Silicon Valley Capital Partners 0.23% Add +34.1% 7,802 $1.6M
Richard W. Paul & Associates, LLC 0.62% Reduce -7.6% 7,786 $1.6M
Childress Capital Advisors, LLC 0.45% Reduce -7.1% 7,778 $1.6M
Pflug Koory, LLC 0.11% No change 7,777 $1.6M
Alta Wealth Advisors LLC 0.79% Add +0.4% 7,777 $1.6M
Kolinsky Wealth Management, LLC 1.18% Add +6.8% 7,694 $1.5M
Legacy Edge Advisors, LLC 0.32% Add +0.5% 7,691 $1.5M
Mango Five Family, Inc. 0.51% Reduce -15.8% 7,680 $1.5M
Belmont Capital, LLC 0.42% No change 7,679 $1.5M
SignalPoint Asset Management, LLC 0.42% Reduce -2.6% 7,672 $1.5M
Gries Financial LLC 0.26% Add +82.2% 7,665 $1.5M
Keystone Financial Services 0.67% Reduce -0.5% 7,664 $1.5M
Madison Wealth Partners, Inc 0.55% Reduce -0.6% 7,655 $1.5M
Harvest Fund Management Co., Ltd 0.14% Add +122.0% 7,642 $1.5M
KRS Capital Management, LLC 1.24% Reduce -3.7% 7,642 $1.5M
General Partner, Inc. 0.96% No change 7,637 $1.5M
IFG Advisors, LLC 0.40% Reduce -0.3% 7,629 $1.5M
Vestmark Advisory Solutions, Inc. 0.07% Add +67.0% 7,618 $1.5M
Alhambra Investment Management LLC 0.83% Reduce -0.9% 7,616 $1.5M
Dixon Fnancial Services, Inc. 0.84% Reduce -1.6% 7,611 $1.5M
Alta Advisers Ltd 0.75% Add +1.3% 7,600 $1.5M
Edge Financial Advisors LLC 1.34% — 7,595 $1.5M
Johnson & White Wealth Management, LLC 1.11% Add +3.5% 7,590 $1.5M
Physicians Financial Services, Inc. 0.53% No change 7,562 $1.5M
Monterey Private Wealth, Inc. 0.61% Add +0.6% 7,541 $1.5M
Wealth Group, Ltd. 1.14% — 7,540 $1.5M
Garrison Point Advisors, LLC 0.97% Reduce -2.1% 7,519 $1.5M
CM Wealth Advisors LLC 0.43% Add +108.5% 7,848 $1.5M
Northwest Wealth Management, LLC 0.41% Reduce -9.1% 7,510 $1.5M
Pursue Wealth Partners LLC 0.88% No change 7,484 $1.5M
Altus Wealth Group LLC 0.75% Reduce -0.7% 7,469 $1.5M
Alesco Advisors, LLC, An ESL Co 0.05% Add +1.3% 7,456 $1.5M
Cornerstone National Bank & Trust Co 0.75% Reduce -0.5% 7,452 $1.5M
Covenant Partners, LLC 0.43% No change 7,451 $1.5M
Foster Victor Wealth Advisors, LLC 0.14% Add +1.0% 7,635 $1.5M
CYBER HORNET ETFs LLC 1.78% Reduce -1.9% 7,499 $1.5M
Lazari Capital Management, Inc. 0.81% Reduce -7.4% 7,448 $1.5M
Objective Capital Management, LLC 1.01% Add +10.0% 7,441 $1.5M
Capital Investment Counsel, Inc 0.26% Reduce -4.8% 7,432 $1.5M
ORBA Wealth Advisors, L.L.C. 0.82% Reduce -15.9% 7,392 $1.5M
Orca Investment Management, LLC 1.38% Reduce -9.2% 7,379 $1.5M
Longfellow Investment Management Co. LLC 0.33% Add +0.1% 7,377 $1.5M
Atwood & Palmer Inc. 0.11% Add +1.8% 7,372 $1.5M
Bordeaux Wealth Advisors LLC 0.49% Reduce -3.7% 7,368 $1.5M
Atlas Capital Advisors Inc. 0.23% Add +3.5% 7,347 $1.5M
AllSquare Wealth Management LLC 0.86% No change 7,329 $1.5M
Rf&l Wealth Management, LLC 1.13% Reduce -2.4% 7,313 $1.5M
Geller Advisors LLC 0.12% Add +8.0% 7,307 $1.5M
SC&H Financial Advisors, Inc. 0.38% Reduce -3.8% 7,296 $1.5M
Salzhauer Michael 1.17% No change 7,270 $1.5M
Austin Private Wealth, LLC 0.17% Add +2.5% 7,341 $1.5M
One Plus One Wealth Management, LLC 0.83% No change 7,258 $1.5M
Powell Investment Advisors, LLC 0.77% No change 7,257 $1.5M
Key Client Fiduciary Advisors, LLC 0.77% Reduce -14.2% 7,251 $1.5M
One Wealth Advisors, LLC 0.25% Add +21.5% 7,235 $1.4M
Highline Wealth Partners LLC 0.59% Add +2.1% 7,235 $1.4M
Granger Management LLC 0.29% Add +95.1% 7,224 $1.4M
CORDA Investment Management, LLC. 0.12% Add +10.7% 7,218 $1.4M
DMC Group, LLC 1.25% Add +3.7% 7,209 $1.4M
Cladis Investment Advisory, LLC 1.06% No change 7,189 $1.4M
Unique Wealth Strategies, LLC 0.70% Add +14.3% 7,185 $1.4M
Global Financial Private Client, LLC 0.62% Add +10.6% 7,232 $1.4M
Sunpointe, LLC 1.60% Reduce -4.2% 7,181 $1.4M
Armbruster Capital Management, Inc. 0.31% Reduce -1.0% 7,180 $1.4M
Savvy Advisors, Inc. 0.83% Add +84.7% 7,178 $1.4M
Affiance Financial, LLC 0.39% No change 7,148 $1.4M
Credential Qtrade Securities Inc. 0.08% Add +15.3% 7,132 $1.4M
Nabity-Jensen Investment Management Inc 1.17% No change 7,109 $1.4M
LBMC Investment Advisors, LLC 0.12% Reduce -5.2% 7,101 $1.4M
Evanson Asset Management, LLC 0.11% No change 7,096 $1.4M
TrueWealth Advisors, LLC 0.55% Add +6.0% 7,086 $1.4M
O'Brien Greene & Co. Inc 0.47% No change 7,078 $1.4M
Birchcreek Wealth Management, LLC 0.75% Reduce -0.1% 7,076 $1.4M
Capital Planning Advisors, LLC 0.25% Reduce -0.1% 7,065 $1.4M
Edgemoor Investment Advisors, Inc. 0.13% Add +7.9% 7,047 $1.4M
Fiducient Advisors LLC 0.28% Add +27.8% 7,039 $1.4M
Lionsbridge Wealth Management LLC 1.09% Reduce -3.0% 7,031 $1.4M
Coastwise Capital Group, LLC 1.32% Reduce -14.3% 7,023 $1.4M
Arax Advisory Partners 0.15% Reduce -1.9% 7,019 $1.4M
Sippican Capital Advisors 1.09% Reduce -40.7% 7,018 $1.4M
Talisman Wealth Advisors LLC 1.77% Reduce -0.7% 7,014 $1.4M
Highland Financial Advisors, LLC 0.56% No change 7,006 $1.4M
Fortis Capital Advisors, LLC 0.59% Add +76.8% 7,001 $1.4M
Guidance Capital, Inc. 0.52% Add +146.3% 7,664 $1.4M
Frazier Financial Advisors, LLC 1.15% Reduce -1.5% 6,997 $1.4M
Financial Management Network Inc. 0.35% Reduce -5.0% 7,149 $1.4M
Gray Wealth Management Inc. 0.62% Add +8.2% 6,980 $1.4M
Costello Asset Management, INC 1.00% Reduce -11.9% 6,952 $1.4M
ARGA Investment Management, LP 0.05% Reduce -10.2% 6,950 $1.4M
Angeles Investment Advisors, LLC 0.07% Add +8.7% 6,947 $1.4M
Centric Wealth Management 0.44% Add +77.8% 7,247 $1.4M
Aletheian Wealth Advisors LLC 0.75% Add +21.5% 6,926 $1.4M
Sherbrooke Park Advisers LLC 0.27% Add +232.6% 6,922 $1.4M
BTG Pactual Global Asset Management Ltd 0.44% New 6,907 $1.4M
Oxford Wealth Group, LLC 1.26% — 6,902 $1.4M
Caption Management, LLC 0.15% New 6,900 $1.4M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1.02% Add +12.3% 6,872 $1.4M
Prelude Capital Management, LLC 0.09% Add +44.2% 6,867 $1.4M
BNC Wealth Management, LLC 0.59% Add +15.0% 6,856 $1.4M
Wiser Advisor Group LLC 2.15% Reduce -3.4% 6,814 $1.4M
Mosaic Family Wealth Partners, LLC 0.23% Add +11.8% 6,832 $1.4M
Solidarity Wealth, LLC 0.43% Reduce -0.0% 6,831 $1.4M
Palogic Value Management, L.P. 0.59% No change 6,824 $1.4M
Fulton Breakefield Broenniman LLC 0.11% Reduce -0.3% 6,819 $1.4M
REDW Wealth LLC 0.37% Add +0.3% 6,811 $1.4M
Viewpoint Capital Management LLC 0.87% Add +4.8% 6,804 $1.4M
Winmill & Co. Inc. 0.39% No change 6,800 $1.4M
U S Global Investors Inc. 0.11% No change 6,800 $1.4M
Two Sigma Investments, LP 0.00% Reduce -56.4% 6,800 $1.4M
Sunflower Bank, N.A. 0.31% Reduce -5.0% 6,791 $1.4M
Schneider Downs Wealth Management Advisors, LP 0.31% Add +238.4% 6,786 $1.4M
waypoint wealth counsel 1.05% Add +1.3% 6,785 $1.4M
Security Financial Services, INC. 0.31% Add +0.5% 6,785 $1.4M
Prairie Sky Financial Group LLC 0.81% Reduce -0.8% 6,775 $1.4M
Novak & Powell Financial Services, Inc. 1.01% Reduce -1.6% 6,728 $1.3M
First Heartland Consultants, Inc. 0.14% Add +5.9% 6,704 $1.3M
Northside Capital Management, LLC 0.24% No change 6,700 $1.3M
Olistico Wealth, LLC 0.97% Reduce -14.1% 6,680 $1.3M
Gallagher Fiduciary Advisors, LLC 0.05% Add +4.9% 6,666 $1.3M
Waypoint Capital Advisors, LLC 0.35% Add +2.0% 6,635 $1.3M
Pathway Financial Advisors LLC 0.36% Reduce -0.5% 6,631 $1.3M
Trust Co 0.17% Reduce -10.9% 6,630 $1.3M
PBMares Wealth Management LLC 0.35% Add +1.0% 6,625 $1.3M
Centerpoint Advisors, LLC 0.50% Add +6.5% 6,618 $1.3M
Caz Investments LP 2.65% No change 6,600 $1.3M
Frank, Rimerman Advisors LLC 0.25% No change 6,585 $1.3M
Cubic Asset Management, LLC 0.31% Add +0.5% 6,570 $1.3M
Keynote Financial Services LLC 1.10% — 6,534 $1.3M
PGIM Custom Harvest LLC 0.03% Add +96.1% 6,533 $1.3M
Sterling Wealth Management, Inc. 0.65% No change 6,528 $1.3M
Driehaus Capital Management LLC 0.01% Reduce -26.6% 6,524 $1.3M
Clarity Financial LLC 0.20% Add +3.4% 6,511 $1.3M
Kelleher Financial Advisors 0.54% Reduce -2.9% 6,507 $1.3M
Strong Tower Advisory Services 0.52% Add +10.1% 6,548 $1.3M
Carmichael Hill & Associates, Inc. 0.54% Reduce -3.9% 6,502 $1.3M
Orrstown Financial Services Inc. 0.72% Add +3.9% 6,494 $1.3M
Lantz Financial LLC 0.42% Reduce -0.3% 6,491 $1.3M
Berger Financial Group, Inc 0.11% Add +9.6% 6,491 $1.3M
Cookson Peirce & Co. Inc. 0.07% Reduce -0.4% 6,474 $1.3M
New Jersey Better Educational Savings Trust 2.45% No change 6,461 $1.3M
LifePro Asset Management 0.85% Add +4.8% 6,455 $1.3M
Tennessee Valley Asset Management Partners 0.31% Reduce -1.5% 6,452 $1.3M
Cascade Investment Group, Inc. 0.97% Add +3.0% 6,450 $1.3M
Hexagon Capital Partners LLC 0.29% Reduce -5.4% 6,433 $1.3M
ARK & TLK Investments, LLC 0.50% No change 6,419 $1.3M
Foster Group, Inc. 0.06% Add +2.9% 6,414 $1.3M
Allegheny Financial Group 0.40% Reduce -11.3% 6,413 $1.3M
Vision Capital Management, Inc. 0.19% Reduce -1.2% 6,394 $1.3M
Jacobs Levy Equity Management, Inc. 0.01% Add +32.6% 6,374 $1.3M
Heartwood Wealth Advisors LLC 0.16% Reduce -42.0% 6,363 $1.3M
Greatmark Investment Partners, Inc. 0.18% Add +0.3% 6,362 $1.3M
Carr Financial Group Corp 0.42% Add +50.6% 6,358 $1.3M
HHM Wealth Advisors, LLC 0.21% Reduce -2.3% 6,332 $1.3M
True North Advisors, LLC 0.35% Add +3.1% 6,332 $1.3M
Profit Investment Management, LLC 0.72% No change 6,327 $1.3M
Mason & Associates Inc 0.34% Add +3.9% 6,327 $1.3M
PCA Investment Advisory Services Inc. 0.71% Add +1.5% 6,317 $1.3M
Crew Capital Management, Ltd 1.03% Add +15.2% 6,317 $1.3M
Inceptionr LLC 0.32% New 6,300 $1.3M
Millennium Capital Advisors, LLC 0.89% Add +1.7% 6,290 $1.3M
Fidelity D & D Bancorp Inc. 0.95% Reduce -4.1% 6,290 $1.3M
Hyperion Partners, LLC 0.92% Reduce -4.0% 6,273 $1.3M
Renasant Bank 0.89% Reduce -0.3% 6,270 $1.3M
McLean Asset Management Corp 0.43% Add +0.1% 6,369 $1.3M
McIlrath & Eck, LLC 0.20% Add +0.2% 6,269 $1.3M
Regent Peak Wealth Advisors LLC 0.32% Reduce -1.4% 6,268 $1.3M
Sendero Wealth Management, LLC 0.22% Add +7.9% 6,268 $1.3M
V-Square Quantitative Management LLC 0.18% No change 6,268 $1.3M
ICA Group Wealth Management, LLC 0.25% Add +1.9% 6,268 $1.3M
Phillips Wealth Planners LLC 1.44% Reduce -4.3% 6,918 $1.3M
Solstein Capital, LLC 0.87% No change 6,242 $1.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.15% Add +67.6% 6,232 $1.2M
Gould Asset Management LLC 0.30% No change 6,226 $1.2M
New Century Financial Group, LLC 0.86% Reduce -7.2% 6,216 $1.2M
Shakespeare Wealth Management, LLC 0.36% No change 6,210 $1.2M
GFG Capital, LLC 0.32% Reduce -1.1% 6,198 $1.2M
Verum Partners LLC 0.44% Add +4.1% 6,195 $1.2M
ABLE Financial Group, LLC 0.49% Add +19.3% 6,195 $1.2M
Salomon & Ludwin, LLC 0.11% Add +2.7% 6,175 $1.2M
Financial Council, LLC 0.73% Reduce -4.5% 6,148 $1.2M
Castlekeep Investment Advisors LLC 0.89% Reduce -18.5% 6,139 $1.2M
Sentry LLC 0.23% Reduce -0.1% 6,136 $1.2M
Sax Wealth Advisors, LLC 0.14% Add +39.5% 6,118 $1.2M
Southland Equity Partners LLC 0.34% Add +31.5% 6,111 $1.2M
Core Wealth Partners LLC 0.92% Add +5.2% 6,106 $1.2M
McDaniel Terry & Co. 0.11% Add +8.0% 6,108 $1.2M
Viawealth, LLC 0.76% Add +0.3% 6,105 $1.2M
Denali Advisors LLC 0.36% Reduce -9.0% 6,100 $1.2M
BayBridge Capital Group, LLC 1.06% Reduce -0.6% 6,448 $1.2M
TKG Advisors, LLC 0.68% Reduce -2.5% 6,094 $1.2M
Colton Groome Financial Advisors, LLC 0.49% Reduce -7.7% 6,088 $1.2M
Annis Gardner Whiting Capital Advisors, LLC 0.44% Add +17.7% 6,080 $1.2M
Systematic Financial Management LP 0.03% No change 6,075 $1.2M
Eagle Bay Advisors LLC 0.77% Reduce -4.3% 6,062 $1.2M
Davis Investment Partners, LLC 0.53% Add +1.3% 6,187 $1.2M
Powers Advisory Group, LLC 0.69% Add +3.9% 6,031 $1.2M
Menard Financial Group LLC 1.02% Add +6.8% 6,028 $1.2M
Ellsworth Advisors, LLC 0.35% Add +3.0% 6,603 $1.2M
New Covenant Trust Company, N.A. 1.21% — 6,019 $1.2M
Moss Adams Wealth Advisors LLC 0.19% Add +31.1% 6,017 $1.2M
Howard Financial Services, LTD. 0.21% Add +2.0% 6,015 $1.2M
Barden Capital Management, Inc. 1.16% Reduce -1.9% 6,015 $1.2M
Cravens & Co Advisors, LLC 1.00% Reduce -0.6% 6,012 $1.2M
Summit Asset Management, LLC 0.14% Reduce -0.1% 6,008 $1.2M
Five Oceans Advisors 0.62% Add +2.4% 6,007 $1.2M
Pensionfund Sabic 0.36% Add +100.0% 6,000 $1.2M
Bay Rivers Group 0.66% No change 6,000 $1.2M
Quantum Financial Advisors, LLC 0.22% Add +32.8% 5,980 $1.2M
Kingfisher Capital LLC 0.29% Add +0.7% 5,976 $1.2M
Legacy Capital Wealth Partners, LLC 0.85% Add +36.5% 8,490 $1.2M
Alpha Family Trust 0.72% No change 5,950 $1.2M
Fairview Capital Investment Management, LLC 0.07% Add +10.0% 5,948 $1.2M
Delta Investment Management, LLC 0.27% Add +4.8% 5,932 $1.2M
Crumly & Associates Inc. 0.31% Reduce -0.4% 5,931 $1.2M
Greylin Investment Management, Inc 0.20% Reduce -0.8% 5,925 $1.2M
5th Street Advisors, LLC 0.67% No change 5,918 $1.2M
China Universal Asset Management Co., Ltd. 0.15% New 5,914 $1.2M
Barnes Pettey Financial Advisors, LLC 1.02% Add +3.3% 5,906 $1.2M
Fortitude Family Office, LLC 0.79% Add +2.0% 5,881 $1.2M
Clifford Group, LLC 0.97% Reduce -1.4% 5,873 $1.2M
Element Wealth, LLC 0.69% Reduce -0.3% 5,869 $1.2M
St. Clair Advisors, LLC 0.38% No change 5,855 $1.2M
Benchmark Investment Advisors LLC 0.93% Add +19.9% 5,853 $1.2M
Aurora Private Wealth, Inc. 1.01% Reduce -2.2% 5,883 $1.2M
Silvia McColl Wealth Management, LLC 1.00% Add +1.0% 5,978 $1.2M
Buttonwood Financial Advisors Inc. 0.55% Reduce -1.1% 5,834 $1.2M
McNaughton Wealth Management, LLC 0.65% Reduce -3.1% 5,830 $1.2M
Monograph Wealth Advisors, LLC 0.17% New 5,823 $1.2M
Aspen Grove Capital, LLC 0.33% Add +3.5% 5,817 $1.2M
Westside Investment Management, Inc. 0.28% Reduce -0.5% 5,816 $1.2M
Oakwell Private Wealth Management, LLC 0.35% Add +9.0% 5,811 $1.2M
Carolinas Wealth Consulting LLC 0.23% Reduce -2.6% 5,799 $1.2M
Wallace Advisory Group, LLC 0.87% Add +14.2% 6,821 $1.2M
Peregrine Asset Advisers, Inc. 0.46% No change 5,780 $1.2M
Tributary Capital Management, LLC 0.09% Add +9.9% 5,779 $1.2M
Prosperity Financial Group, Inc. 0.71% Add +59.9% 5,763 $1.2M
Galibier Capital Management Ltd. 0.28% No change 5,760 $1.2M
ERn Financial, LLC 0.20% Add +1.9% 5,746 $1.2M
High Falls Advisors, Inc 0.29% Add +3.0% 5,743 $1.2M
Debussy Capital Management LP 0.33% Reduce -27.2% 5,773 $1.1M
FirstPurpose Wealth LLC 0.42% Reduce -0.7% 5,854 $1.1M
Legal Advantage Investments, Inc. 0.64% No change 5,703 $1.1M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.79% No change 5,700 $1.1M
Hall Laurie J Trustee 0.40% Reduce -5.2% 5,700 $1.1M
Silver Oak Securities, Incorporated 0.17% Reduce -4.3% 5,684 $1.1M
Roberts Capital Advisors, LLC 1.09% — 5,671 $1.1M
Dechtman Wealth Management, LLC 0.27% Add +8.7% 5,670 $1.1M
O'Keefe Stevens Advisory, Inc. 0.37% Add +14.5% 5,664 $1.1M
Burt Wealth Advisors 0.29% Add +4.3% 5,661 $1.1M
Probity Advisors, Inc. 0.23% Reduce -0.1% 5,649 $1.1M
Avaii Wealth Management, LLC 0.66% Add +2.9% 5,647 $1.1M
Great Point Wealth Advisors, LLC 0.26% No change 5,642 $1.1M
F/m Investments LLC 0.76% Reduce -1.4% 5,621 $1.1M
Skba Capital Management LLC 0.18% No change 5,612 $1.1M
Retirement Planning Group, LLC 0.09% Add +3.5% 5,602 $1.1M
Aveo Capital Partners, LLC 0.12% Add +14.2% 5,882 $1.1M
Aerodigm Wealth, LLC 0.45% Add +151.5% 5,595 $1.1M
First Bancorp, Inc 0.85% Add +1.4% 5,592 $1.1M
Cardiff Park Advisors, LLC 0.11% Add +0.1% 5,591 $1.1M
Investors Research Corp 0.26% Reduce -14.8% 5,583 $1.1M
Hurlow Wealth Management Group, Inc. 0.39% Add +0.1% 5,582 $1.1M
Patriot Investment Management Group, Inc. 0.09% Reduce -0.4% 5,577 $1.1M
Moller Wealth Partners 0.30% No change 5,576 $1.1M
Lodestar Private Asset Management LLC 0.16% Reduce -4.5% 5,574 $1.1M
Burke & Herbert Bank & Trust Co. 0.84% Reduce -13.1% 5,566 $1.1M
Shelton Wealth Management, LLC 0.70% Add +7.8% 5,552 $1.1M
Lion Street Advisors, LLC 0.45% No change 6,529 $1.1M
Deseret Mutual Benefit Administrators 0.56% Reduce -2.8% 5,544 $1.1M
Allie Family Office LLC 0.65% No change 5,541 $1.1M
Sandbox Financial Partners, LLC 0.47% Add +1.3% 5,541 $1.1M
Private Capital Management LLC 0.24% Reduce -2.4% 5,533 $1.1M
Private Wealth Advisors, LLC 0.46% Reduce -0.3% 5,532 $1.1M
Mogy Joel R Investment Counsel Inc. 0.08% Add +39.3% 5,524 $1.1M
Fi3 FINANCIAL ADVISORS, LLC 0.51% Reduce -2.5% 5,800 $1.1M
Tectonic Advisors LLC 0.08% Add +5.9% 5,512 $1.1M
WealthTrust Axiom LLC 0.36% Reduce -1.9% 5,512 $1.1M
Wealth Dimensions Group, Ltd. 0.33% Reduce -4.1% 5,508 $1.1M
Firestone Capital Management 0.31% Add +0.5% 5,508 $1.1M
Private Client Services, LLC 0.74% Add +5.0% 5,498 $1.1M
GTS Securities LLC 0.03% Reduce -89.5% 5,491 $1.1M
Cambridge Advisors Inc. 0.26% Add +0.6% 5,464 $1.1M
Cross Staff Investments Inc 0.92% No change 5,437 $1.1M
Hara Capital LLC 0.65% Reduce -3.1% 5,437 $1.1M
Richardson Financial Services Inc. 0.77% Add +10.6% 5,436 $1.1M
Swisher Financial Concepts, Inc. 0.94% Reduce -15.6% 5,582 $1.1M
Tranquilli Financial Advisor LLC 0.72% Add +2.4% 5,407 $1.1M
Port Capital LLC 0.05% Reduce -13.7% 5,406 $1.1M
Evolution Wealth Advisors, LLC 0.21% Add +8.8% 5,406 $1.1M
Derbend Asset Management 0.53% Add +9.9% 5,398 $1.1M
Bellevue Asset Management, LLC 0.61% Reduce -1.1% 5,391 $1.1M
LWM Advisory Services, LLC 0.87% Reduce -1.4% 5,391 $1.1M
Great Diamond Partners, LLC 0.25% Reduce -1.1% 5,382 $1.1M
Gateway Wealth Partners, LLC 0.39% Add +0.8% 5,373 $1.1M
West Bancorporation Inc. 0.71% Reduce -11.1% 5,373 $1.1M
Capital Markets Trading UK LLP 0.78% Reduce -33.4% 5,369 $1.1M
Jackson Creek Investment Advisors LLC 0.38% Reduce -3.0% 5,367 $1.1M
Meridian Investment Counsel Inc. 0.36% Reduce -0.4% 5,362 $1.1M
Aspen Wealth Management LLC 0.41% Reduce -1.7% 5,352 $1.1M
Measured Wealth Private Client Group, LLC 0.37% Add +3.1% 5,352 $1.1M
Investment House LLC 0.06% Reduce -74.0% 5,351 $1.1M
D'Orazio & Associates, Inc. 0.17% Add +12.9% 5,350 $1.1M
Sunburst Financial Group, LLC 0.30% Add +1.0% 5,383 $1.1M
Oliver Luxxe Assets LLC 0.22% Reduce -5.3% 5,346 $1.1M
Grant Street Asset Management, Inc. 0.35% Reduce -1.9% 5,344 $1.1M
Summit Wealth Partners, LLC 0.23% Add +0.0% 5,324 $1.1M
Omnia Family Wealth, LLC 0.50% Add +8.8% 5,302 $1.1M
Narus Financial Partners, LLC 0.45% Add +0.4% 5,302 $1.1M
JFS Wealth Advisors, LLC 0.08% Reduce -5.4% 5,296 $1.1M
Renaissance Group LLC 0.04% Reduce -2.2% 5,295 $1.1M
Copperwynd Financial, LLC 0.38% Reduce -1.6% 5,286 $1.1M
Gerber, LLC 0.89% Add +6.3% 5,275 $1.1M
ROI Financial Advisors, LLC 0.83% Reduce -2.7% 5,274 $1.1M
Reynders McVeigh Capital Management, LLC 0.06% Add +4.3% 5,272 $1.1M
Seamount Financial Group Inc. 0.93% No change 5,271 $1.1M
Aviso Wealth Management 0.67% Reduce -1.4% 5,269 $1.1M
Oldfather Financial Services, LLC 0.43% Reduce -8.9% 5,265 $1.1M
LVZ, Inc. 0.14% Add +0.6% 5,258 $1.1M
Spinnaker Investment Group, LLC 0.30% Reduce -19.8% 5,252 $1.1M
Hilltop Partners LLC 0.38% Add +7.5% 5,250 $1.1M
Signature Estate & Investment Advisors LLC 0.03% Reduce -4.6% 5,242 $1.0M
Councilmark Asset Management, LLC 0.76% — 5,242 $1.0M
PFW Advisors LLC 0.32% Add +1.1% 5,232 $1.0M
Willner & Heller, LLC 1.04% Reduce -0.5% 5,231 $1.0M
Horan Securities, Inc. 0.49% Reduce -0.3% 5,225 $1.0M
Providence First Trust Co 0.45% Reduce -9.2% 5,212 $1.0M
Oxler Private Wealth LLC 0.41% Add +0.5% 5,211 $1.0M
Vivid Wealth Management, LLC 0.65% Reduce -3.2% 5,206 $1.0M
Napatree Capital LLC 1.01% Add +2.3% 5,438 $1.0M
Investment Partners Asset Management, Inc. 0.94% Add +0.8% 5,200 $1.0M
Campion Asset Management 0.80% Add +0.3% 5,193 $1.0M
Sovereign Financial Group, Inc. 0.27% Add +8.7% 5,163 $1.0M
BOS Asset Management, LLC 0.54% Add +0.1% 5,156 $1.0M
Hofer & Associates. Inc 0.87% Add +2.2% 5,156 $1.0M
Werba Rubin Papier Wealth Management 0.30% Reduce -10.8% 5,136 $1.0M
Eubel Brady & Suttman Asset Management Inc. 0.14% Reduce -12.9% 5,131 $1.0M
Centurion Wealth Management LLC 0.40% Add +7.0% 5,127 $1.0M
Bluesphere Advisors LLC 0.57% No change 5,124 $1.0M
Round Rock Advisors LLC 0.25% Reduce -42.6% 5,123 $1.0M
Hedges Asset Management LLC 0.72% No change 5,100 $1.0M
Avalon Trust Co 0.08% Add +14.4% 5,047 $1.0M
Drake & Associates, LLC 0.37% Reduce -4.7% 5,044 $1.0M
KilterHowling LLC 0.71% Add +13.9% 5,041 $1.0M
AXS Investments LLC 0.24% Add +6.9% 5,037 $1.0M
Financial Partners Group, Inc 0.16% Add +6.7% 5,036 $1.0M
Evernest Financial Advisors, LLC 0.48% Add +12.6% 5,422 $1.0M
Horizon Wealth Management, LLC 0.26% Add +3.6% 5,028 $1.0M
InTrack Investment Management Inc 0.75% Reduce -12.9% 5,013 $1.0M
Latitude Advisors, LLC 0.63% Add +7.8% 5,005 $1.0M
Aua Capital Management, LLC 0.58% Add +0.2% 5,000 $1.0M
JBF Capital, Inc. 0.16% No change 5,000 $1.0M
Baron Wealth Management LLC 0.53% Add +16.7% 4,998 $1.0M
FNY Investment Advisers, LLC 0.61% New 5,000 $1.0M
Israel Discount Bank of New York 1.25% Reduce -38.5% 4,994 $1.0M
Rosenberg Matthew Hamilton 0.29% Add +0.2% 5,027 $1000K
Alliance Wealth Management Group 0.29% No change 4,991 $1000K
Leonard Rickey Investment Advisors P.L.L.C. 0.26% Add +3.8% 4,990 $999K
Capital Advisors Wealth Management, LLC 0.21% Add +5.2% 4,983 $998K
Proathlete Wealth Management LLC 0.53% Reduce -2.6% 4,965 $994K
Westhampton Capital, LLC 0.54% No change 4,958 $993K
Kathmere Capital Management, LLC 0.11% Reduce -2.6% 4,953 $992K
Eagle Harbor Asset Management Inc. 1.06% Reduce -3.7% 4,951 $992K
Benson Investment Management Company, Inc. 0.42% No change 4,950 $991K
Trust Co of the South 0.23% Add +1.1% 4,946 $991K
Wealthspire Retirement, LLC 0.09% Add +9.5% 4,936 $989K
Ellevest, Inc. 0.06% Add +41.2% 4,934 $988K
Sage Private Wealth Group, LLC 0.79% Add +20.8% 4,930 $988K
Harris Associates (Oakmark Funds) 0.00% Reduce -4.9% 4,920 $985K
Beaumont Asset Management, L.L.C. 0.66% Reduce -19.3% 4,919 $985K
Alliance Wealth Advisors, LLC 0.62% Add +1.8% 4,916 $985K
Almanack Investment Partners, LLC. 0.17% Add +7.3% 4,914 $984K
Doheny Asset Management 0.81% No change 4,905 $982K
Cutter & CO Brokerage, Inc. 0.24% Reduce -7.2% 4,889 $979K
Voisard Asset Management Group, Inc. 0.55% Add +0.1% 4,889 $979K
James J. Burns & Company, LLC 0.34% Reduce -46.3% 4,919 $978K
Lifeworks Advisors, LLC 0.27% Add +101.2% 4,881 $978K
TFC Financial Management, Inc. 0.17% Reduce -17.3% 4,879 $977K
Towne Trust Company, N.A 0.36% Add +35.3% 4,875 $976K
Oliver Lagore Vanvalin Investment Group 0.29% Add +8.0% 4,873 $976K
Venturi Wealth Management, LLC 0.06% Reduce -69.8% 4,873 $976K
Disciplined Equity Management, Inc. 0.65% Reduce -39.1% 4,863 $974K
Diamant Asset Management, Inc. 0.68% Reduce -0.2% 4,861 $974K
Full Sail Capital, LLC 0.07% Reduce -1.6% 4,858 $973K
Northwest Financial Advisors 1.07% Reduce -8.2% 4,852 $972K
Accordant Advisory Group Inc 0.72% — 4,836 $969K
Landaas & Co. /Wi 0.31% Add +0.3% 4,852 $968K
Black Diamond Financial, LLC 0.26% No change 5,678 $966K
Smart Portfolios, LLC 1.02% Add +2.1% 4,819 $965K
Cahill Financial Advisors Inc. 0.13% Add +45.2% 4,804 $962K
SYM FINANCIAL Corp 0.16% Reduce -30.8% 4,789 $959K
Kennedy Investment Group, Inc. 0.51% Add +0.0% 4,784 $958K
Traveka Wealth, LLC 0.44% Reduce -15.7% 4,781 $958K
Zimmermann Investment Management & Planning LLC 0.34% Add +11.4% 4,781 $958K
Benedetti & Gucer, Inc. 0.47% Reduce -14.9% 4,774 $956K
Red Wave Investments LLC 0.36% Add +1.1% 4,761 $954K
Weinberger Asset Management, Inc 0.46% Reduce -0.5% 4,751 $952K
Triton Financial Group Inc 0.67% Add +147.0% 4,747 $951K
MRA Advisory Group 0.57% Reduce -16.2% 4,746 $951K
KLR Investment Advisors, LLC 0.69% Reduce -5.9% 4,987 $951K
Granite Harbor Advisors, Inc. 0.65% Reduce -0.1% 4,738 $949K
Wayfinding Financial, LLC 0.55% Reduce -11.6% 4,846 $948K
Wedge Capital Management L L P 0.02% Reduce -0.1% 4,725 $946K
Roberts Financial Services LLC 0.19% Reduce -2.2% 4,716 $945K
MinichMacGregor Wealth Management, LLC 0.24% No change 4,736 $942K
NCP Inc. 0.65% — 4,702 $942K
Ramiah Investment Group 0.89% Reduce -5.9% 4,701 $942K
Insight Advisors, LLC/ PA 0.18% Add +1.7% 4,688 $939K
Mainsail Financial Group, LLC 0.65% Add +0.3% 4,682 $938K
Reston Wealth Management LLC 0.38% Reduce -10.1% 4,681 $938K
Cassia Capital Partners, LLC 0.62% Add +15.0% 4,678 $937K
Southeast Asset Advisors, LLC 0.11% Add +0.1% 4,677 $937K
Roberts Glore & Co. Inc. 0.28% Reduce -12.5% 4,665 $934K
T. Rowe Price Investment Management, Inc. 0.00% Add +101.5% 4,662 $934K
Creative Financial Designs Inc. 0.09% Reduce -26.8% 4,648 $931K
Planning Center, Inc. 0.20% Add +3.2% 4,642 $930K
Brown Capital Management LLC 0.02% Reduce -0.4% 4,639 $929K
Taylor Hoffman Wealth Management 0.39% Reduce -6.4% 4,635 $928K
Future Financial Wealth Managment LLC 0.71% Reduce -2.1% 4,628 $927K
Warther Private Wealth, LLC 0.41% Add +13.0% 4,619 $925K
Apollon Financial, LLC 0.32% Add +7.9% 4,612 $924K
PSI Advisors, LLC 0.33% Reduce -24.2% 4,606 $923K
Nadler Financial Group, Inc. 0.11% Add +8.5% 4,605 $922K
Family Firm, Inc. 0.22% Add +4.9% 4,602 $922K
Harvest Investment Services, LLC 0.37% Reduce -1.8% 4,600 $921K
Sierra Capital LLC 0.12% Add +0.6% 4,596 $920K
Matisse Capital 0.44% Reduce -0.4% 4,581 $918K
Schorn Wealth LLC 0.35% Add +0.1% 4,581 $918K
Wendell David Associates Inc. 0.09% Add +0.6% 4,572 $916K
Sterneck Capital Management, LLC 0.55% Reduce -19.2% 4,571 $916K
Wealthstream Advisors, Inc. 0.35% Add +0.9% 4,571 $916K
Dimension Capital Management LLC 0.18% Add +10.6% 4,565 $914K
CWS Financial Advisors, LLC 0.37% Reduce -26.7% 4,561 $914K
Merrion Investment Management Co, LLC 0.65% No change 4,544 $910K
TFB Advisors LLC 0.33% Add +145.9% 4,742 $910K
Crown Wealth Group, LLC 0.47% Add +3.5% 4,537 $909K
Arkos Global Advisors 0.15% Reduce -7.1% 4,534 $908K
Retirement Income Solutions, Inc. 0.21% No change 4,526 $907K
Great Oak Capital Partners, LLC 0.40% Reduce -1.6% 4,519 $905K
CJM Wealth Advisers, Ltd. 0.34% Reduce -9.2% 4,508 $903K
Bayview Asset Management, LLC 0.36% New 4,500 $901K
Eaton Financial Holdings Company, LLC 0.47% Reduce -9.0% 4,499 $901K
Patron Partners, LLC 0.55% Add +25.9% 4,492 $900K
Davidson Investment Advisors 0.05% Reduce -3.3% 4,488 $899K
Fca Corp. 0.29% No change 4,471 $896K
Shulman DeMeo Asset Management LLC 0.24% Reduce -0.1% 4,469 $895K
Wagner Wealth Management, LLC 0.27% Reduce -12.1% 4,468 $895K
Horizon Kinetics Asset Management LLC 0.02% Add +75.9% 4,459 $893K
Twin Focus Capital Partners, LLC 0.17% Add +8.0% 4,452 $892K
Vigilare Wealth Management 0.44% Add +2.1% 4,451 $892K
Private Wealth Strategies, L.L.C. 0.19% Reduce -5.5% 4,445 $890K
Elgethun Capital Management 0.22% Add +0.0% 4,453 $889K
Heritage Investment Group, Inc. 0.12% Add +5.6% 4,426 $887K
Retirement Planning Co of New England, Inc. 0.49% Reduce -62.9% 4,425 $886K
Perritt Capital Management Inc 0.48% Reduce -4.7% 4,419 $885K
Bank of Marin 0.78% Reduce -3.5% 4,412 $884K
Meridian Management Co. 0.24% Reduce -2.1% 4,409 $883K
Cedrus LLC 0.48% Add +30.4% 4,394 $880K
Liberty Wealth Management LLC 0.17% Reduce -4.0% 4,394 $880K
Hamilton Capital, LLC 0.07% Reduce -0.6% 4,392 $880K
Kohmann Bosshard Financial Services, LLC 0.12% Add +10.0% 4,387 $879K
Tevis Investment Management 0.75% Add +15.6% 4,380 $877K
California First Leasing Corp. 0.41% No change 4,380 $877K
Pine Haven Investment Counsel, Inc 0.77% No change 4,357 $873K
Eldridge Investment Advisors, Inc. 0.22% No change 4,353 $872K
Forum Private Client Group LLC 0.42% Reduce -3.8% 4,348 $871K
Castleview Partners, LLC 0.49% Add +5.3% 4,338 $869K
Eight 31 Financial, LLC 0.54% Reduce -17.9% 4,325 $866K
Cape Investment Advisory, Inc. 0.41% Add +2.9% 4,325 $866K
Aspire Private Capital, LLC 0.23% Add +13.6% 4,324 $866K
Darden Wealth Group Inc 0.68% Reduce -2.2% 4,320 $865K
Hillcrest Wealth Advisors - NY, LLC 0.47% No change 4,310 $863K
Affinity Capital Advisors, LLC 0.19% Add +2.6% 4,310 $863K
Borer Denton & Associates, Inc. 0.31% Add +26.0% 4,304 $862K
Keystone Wealth Services, LLC 0.28% Add +0.3% 4,291 $859K
Trek Financial, LLC 0.07% Reduce -1.5% 4,289 $859K
Clearview Wealth Advisors LLC 0.87% Reduce -21.9% 4,257 $853K
Sachetta, LLC 0.40% No change 5,011 $852K
New Vernon Investment Management LLC 0.72% No change 4,253 $852K
Watershed Private Wealth LLC 0.38% Reduce -2.8% 4,248 $851K
Unigestion Holding SA 0.04% New 4,229 $847K
Ssi Investment Management LLC 0.33% Reduce -1.1% 4,217 $845K
R.H. Dinel Investment Counsel, Inc. 0.54% No change 4,217 $845K
Summa Corp. 0.46% Reduce -14.4% 4,197 $841K
S. R. Schill & Associates 0.37% Add +0.2% 4,195 $840K
Opal Wealth Advisors, LLC 0.28% Reduce -27.3% 4,191 $839K
Walled Lake Planning & Wealth Management, LLC 0.34% Reduce -12.3% 4,182 $838K
GPS Wealth Strategies Group, LLC 0.14% Add +1.6% 4,175 $836K
CMG Global Holdings, LLC 0.57% No change 4,159 $833K
Wimmer Associates 1, LLC 0.44% Reduce -0.2% 4,155 $832K
Meridian Wealth Partners, LLC 0.15% Add +7.1% 4,145 $830K
Florida Financial Advisors, LLC 0.61% Add +7.5% 4,133 $828K
Ontario Teachers Pension Plan Board 0.01% New 4,129 $827K
Cranbrook Wealth Management, LLC 0.21% No change 4,110 $823K
Tyler-Stone Wealth Management 0.37% Reduce -4.7% 4,110 $823K
Cardinal Strategic Wealth Guidance 0.31% Reduce -11.1% 4,107 $823K
Cavalier Investments, LLC 0.30% Add +5.8% 4,106 $822K
Kirtland Hills Capital Management, LLC 0.71% — 4,216 $822K
Walden Wealth Partners LLC 0.48% No change 4,193 $820K
Investmark Advisory Group LLC 0.45% Add +0.2% 4,082 $818K
Milestone Asset Management, LLC 0.23% Add +73.2% 4,075 $816K
Jacobsen Capital Management 0.38% Reduce -4.5% 4,075 $816K
Mosley Wealth Management 0.77% Reduce -4.1% 4,073 $816K
Ewa, LLC 0.37% Add +118.1% 4,104 $816K
Warren Street Wealth Advisors, LLC 0.40% Add +16.1% 4,067 $815K
BIP Wealth, LLC 0.06% Add +68.8% 4,066 $814K
Uptick Partners, LLC 0.62% Add +0.6% 4,052 $812K
Summit X, LLC 0.21% Add +3.0% 4,038 $810K
Taylor Financial Group, Inc. 0.62% Reduce -4.5% 4,041 $809K
Whalen Wealth Management Inc. 0.60% Add +4.5% 4,035 $808K
Arthur M. Cohen & Associates, LLC 0.17% Add +2.2% 4,030 $807K
NFSG Corp 0.35% Reduce -62.5% 4,017 $805K
Goldstein Advisors, LLC 0.14% Add +2.2% 4,017 $805K
Per Stirling Capital Management, LLC. 0.13% Add +2.8% 4,017 $805K
Security National Bank of So Dak 0.48% Reduce -3.6% 4,011 $803K
Operose Advisors LLC 0.27% Add +107.5% 4,006 $802K
Garde Capital, Inc. 0.06% Reduce -11.7% 4,003 $801K
Zega Financial, LLC 0.35% New 3,996 $800K
Lwmg, LLC 0.18% Reduce -3.1% 3,995 $800K
Kaydan Wealth Management, Inc. 0.27% Add +0.2% 3,993 $800K
Harbor Group, Inc. 0.21% Reduce -0.3% 3,988 $799K
Syntegra Private Wealth Group, LLC 0.10% Add +14.2% 3,986 $798K
Vantage Financial Partners, LLC 0.21% New 3,986 $798K
Spotlight Asset Group, Inc. 0.57% Add +31.1% 3,977 $797K
IVC Wealth Advisors LLC 0.46% Reduce -0.2% 3,950 $791K
Laidlaw Wealth Management LLC 0.44% Reduce -74.4% 3,948 $791K
Thomas Story & Son LLC 0.33% No change 3,940 $789K
GenWealth Group, Inc. 0.20% Add +0.6% 3,922 $786K
Concorde Asset Management, LLC 0.54% Add +19.9% 3,927 $786K
Auto-Owners Insurance Co 0.02% No change 3,915 $784K
Essex Investment Management Co. LLC 0.15% Reduce -6.3% 3,912 $784K
S.A. Mason LLC 0.47% Add +3.8% 3,909 $783K
ML & R Wealth Management LLC 0.18% Add +1.1% 3,903 $782K
Old North State Trust, LLC 0.66% — 3,900 $781K
Garden State Investment Advisory Services LLC 0.29% Reduce -2.1% 3,902 $781K
Howard Wealth Management, LLC 0.63% Add +11.9% 3,897 $781K
Finivi Inc. 0.70% Add +3.3% 3,879 $777K
WNY Asset Management, LLC 0.12% Add +6.1% 3,858 $773K
Triad Wealth Partners, LLC 0.59% — 3,852 $772K
Hassell Wealth Management, LLC 0.49% Add +6.6% 4,012 $771K
Total Investment Management Inc. 0.10% Add +4.1% 3,840 $769K
Tsfg, LLC 0.19% Add +4.7% 3,824 $766K
Ruggaard & Associates LLC 0.36% Add +2.4% 3,819 $765K
LCM Capital Management Inc 0.49% Add +0.0% 3,811 $763K
Oberweis Asset Management Inc./ 0.06% Add +0.1% 3,804 $762K
Nottingham Advisors, Inc. 0.09% Reduce -11.3% 3,801 $761K
Santori & Peters, Inc. 0.33% Add +0.3% 3,797 $761K
Humankind Investments LLC 0.20% Reduce -7.2% 3,786 $758K
Northstar Group, Inc. 0.15% Add +9.7% 3,784 $758K
Ascension Asset Management LLC 0.41% — 3,780 $757K
Investment Advisory Group, LLC 0.31% Add +2.6% 3,780 $757K
Semus Wealth Partners LLC 0.64% Add +0.1% 3,779 $757K
Tillman Hartley LLC 0.26% No change 3,779 $757K
WealthTrust Asset Management, LLC 0.58% Reduce -36.5% 3,775 $756K
Cottonwood Capital Advisors, LLC 0.60% Reduce -3.9% 4,109 $751K
Maltin Wealth Management, Inc. 0.42% Add +1.3% 3,747 $751K
Quantum Private Wealth, LLC 0.28% Add +2.1% 3,729 $747K
Portland Global Advisors LLC 0.10% Reduce -8.0% 3,725 $746K
Arkansas Financial Group, Inc. 0.13% Reduce -4.3% 3,722 $746K
Collective Family Office LLC 0.24% Add +9.7% 3,714 $744K
Meridian Financial Advisors, LLC 0.55% No change 3,710 $743K
Hourglass Capital, LLC 0.22% Add +2.7% 3,710 $743K
Silverlake Wealth Management LLC 0.38% Add +4.7% 3,703 $742K
Diversified Portfolios, Inc. 0.10% Add +0.5% 3,699 $741K
First National Corp. /Ma/ 0.18% No change 4,356 $741K
Rede Wealth, LLC 0.31% Add +3.3% 3,694 $740K
Bridgewealth Advisory Group, LLC 0.36% Reduce -9.9% 3,691 $739K
Mach-1 Financial Group, LLC 0.56% Reduce -86.8% 3,690 $739K
Paragon Capital Management Ltd 0.13% Reduce -1.7% 3,687 $739K
Fiera Capital Corp 0.00% Reduce -12.0% 3,675 $736K
Single Point Partners, LLC 0.17% Reduce -1.5% 3,677 $736K
Legacies Wealth LLC 0.65% No change 3,674 $736K
RBA Wealth Management, LLC 0.30% Reduce -0.3% 3,661 $733K
Fortis Group Advisors, LLC 0.13% Reduce -7.5% 3,655 $732K
Capital Management Associates, Inc 0.54% Add +70.2% 3,655 $732K
Burkett Financial Services, LLC 0.37% Reduce -0.1% 3,631 $727K
Hibernia Wealth Partners, LLC 0.49% Reduce -0.9% 3,620 $725K
HBW Advisory Services LLC 0.14% No change 4,264 $725K
Fox Run Management, L.L.C. 0.16% Add +51.3% 3,614 $724K
Emerald Advisors, LLC 0.13% Add +14.2% 3,612 $724K
Bruce G. Allen Investments, LLC 0.59% Reduce -9.5% 3,608 $723K
Invenio Wealth Partners LLC 0.39% Reduce -7.4% 3,601 $721K
Holland Advisory Services, Inc. 0.79% Add +0.3% 3,590 $719K
M3 Advisory Group, LLC 0.65% Add +3.7% 3,589 $719K
Grey Fox Wealth Advisors, LLC 0.27% Reduce -3.8% 3,579 $717K
Wellington Wealth Strategies, LLC. 0.33% Reduce -47.0% 3,567 $714K
Arkfeld Wealth Strategies, L.L.C. 0.39% Add +4.0% 3,652 $714K
Dempze Nancy E 0.54% Reduce -2.6% 3,558 $713K
Strategic Family Wealth Counselors, L.L.C. 0.28% Add +0.3% 3,556 $712K
LongView Wealth Management 0.28% Reduce -3.9% 3,555 $712K
Bright Futures Wealth Management, LLC. 0.38% — 3,564 $710K
Cassady Schiller Wealth Management, LLC 0.32% Add +7.2% 3,542 $709K
Fuller & Thaler Asset Management, Inc. 0.00% No change 3,529 $707K
Keb Asset Management, LLC 0.24% No change 3,528 $707K
OneAscent Wealth Management LLC 0.27% Reduce -3.4% 3,510 $703K
Abel Hall, LLC 0.53% Add +5.4% 3,509 $703K
Wallington Asset Management, LLC 0.11% Reduce -0.8% 3,504 $702K
Cascade Investment Advisors, Inc. 0.46% Reduce -0.6% 3,493 $700K
1776 Wealth LLC 0.33% Reduce -0.4% 3,483 $698K
McAdam, LLC 0.04% Add +7.7% 3,483 $698K
Basepoint Wealth LLC 0.52% Add +4.0% 3,440 $689K
Quantum Portfolio Management LLC 0.39% Add +45.5% 3,438 $689K
Clare Market Investments LLC 0.21% Add +11.5% 3,429 $687K
Advance Capital Management, Inc. 0.05% Add +1.4% 3,428 $687K
Seeds Investor LLC 0.63% Reduce -2.1% 3,428 $687K
Walleye Trading LLC 0.01% New 3,426 $686K
GSG Advisors LLC 0.25% Reduce -3.9% 3,457 $686K
Independent Family Office, LLC 0.37% No change 3,422 $685K
Bulltick Wealth Management, LLC 0.14% Reduce -50.3% 3,409 $683K
HTG Investment Advisors, Inc. 0.40% Reduce -5.9% 3,403 $682K
Prosperity Wealth Management, Inc. 0.32% Add +30.0% 3,388 $679K
Tactive Advisors, LLC 0.36% New 3,386 $678K
Bender Robert & Associates 0.16% Reduce -4.1% 3,381 $677K
Glass Wealth Management Co LLC 0.41% — 3,379 $677K
Sweet Financial Partners, LLC 0.16% Reduce -27.1% 3,377 $676K
Laraway Financial Advisors Inc 0.60% Reduce -5.6% 3,373 $676K
Obsidian Cio, LLC 0.17% Add +3.9% 3,372 $675K
Up Strategic Wealth Investment Advisors LLC 1.10% No change 3,370 $675K
Pasadena Private Wealth, LLC 0.15% Add +0.1% 3,363 $674K
Fullerton Fund Management Co Ltd. 0.03% New 3,356 $672K
New Insight Wealth Advisors 0.42% No change 3,354 $672K
Alterna Wealth Management, Inc. 0.54% Add +49.8% 3,353 $672K
Vanguard Capital Wealth Advisors 0.47% Add +0.2% 3,351 $671K
Coordinated Financial Services, Inc. 0.59% — 3,336 $668K
Carmel Capital Partners, LLC 0.28% Add +34.0% 3,333 $668K
Magnolia Capital Management Ltd. 0.57% Add +13.7% 3,325 $666K
Successful Portfolios LLC 0.45% Reduce -10.8% 3,321 $665K
Northwest Investment Counselors, LLC 0.16% Add +0.8% 3,312 $663K
Henrickson Nauta Wealth Advisors, Inc. 0.29% Add +8.3% 3,391 $663K
Hamilton Wealth, LLC 0.21% Add +13.8% 3,299 $661K
Pacific Center for Financial Services 0.19% Add +0.6% 3,298 $661K
Lockerman Financial Group, Inc. 1.26% Reduce -1.0% 3,293 $660K
Ehrlich Financial Group 0.55% Reduce -2.5% 3,289 $659K
Gibbs Wealth Management 0.38% — 3,289 $659K
State of Wyoming 0.11% Reduce -3.4% 3,284 $658K
Altus Wealth Management, LLC 0.35% Add +5.7% 3,283 $658K
Elevation Wealth Partners, LLC 0.33% Reduce -0.5% 3,278 $657K
Ariston Services Group 0.63% No change 3,276 $656K
Legacy Financial Strategies, LLC 0.17% Add +3.5% 3,276 $656K
Wellspring Financial Advisors, LLC 0.10% Add +9.4% 3,272 $655K
Unionview, LLC 0.54% Reduce -10.7% 3,271 $655K
Interchange Capital Partners, LLC 0.44% Add +47.2% 3,203 $654K
FSA Advisors, Inc. 0.70% Add +8.3% 3,248 $651K
Forefront Analytics, LLC 0.32% Reduce -6.9% 3,245 $650K
Bantamac Capital, LLC 0.37% Reduce -4.7% 3,240 $649K
Cahaba Wealth Management, Inc. 0.06% Reduce -1.3% 3,237 $648K
Deltec Asset Management LLC 0.13% No change 3,225 $646K
Capital Advisory Group Advisory Services, LLC 0.31% Add +97.8% 3,223 $646K
Wolff Financial Management LLC 0.19% No change 3,209 $643K
VCI Wealth Management LLC 0.43% Add +34.4% 3,205 $642K
J. L. Bainbridge & Co., Inc. 0.07% No change 3,198 $641K
Rise Advisors, LLC 0.34% Add +82.7% 3,193 $640K
Campbell & CO Investment Adviser LLC 0.06% Reduce -83.2% 3,193 $640K
Insight 2811, Inc. 0.33% Add +0.4% 3,186 $638K
Robinson Smith Wealth Advisors LLC 0.61% Reduce -21.7% 3,176 $636K
Lakewood Asset Management LLC 0.43% Add +57.6% 3,171 $635K
Braun-Bostich & Associates Inc. 0.53% Add +7.0% 3,167 $634K
Iron Gate Global Advisors LLC 0.11% Add +2.1% 3,174 $634K
Mayfair Advisory Group, LLC 0.46% Add +5.6% 3,163 $634K
Acorn Creek Capital LLC 0.40% Reduce -0.6% 3,158 $632K
Cook Wealth, LLC 0.38% Reduce -0.1% 3,298 $632K
Dakota Community Bank & Trust NA 3.42% Reduce -5.7% 3,155 $632K
First Community Trust NA 0.59% No change 3,151 $631K
Keene & Associates, Inc. 0.47% Reduce -1.5% 3,146 $630K
Consilio Wealth Advisors, LLC 0.30% Add +6.5% 3,145 $630K
Waterway Wealth Management, LLC 0.28% Add +4.8% 3,144 $630K
Cherry Tree Wealth Management, LLC 0.16% Add +0.6% 3,139 $629K
Atticus Wealth Management, LLC 0.21% Add +28.6% 3,138 $629K
Summitry LLC 0.03% Add +13.5% 3,135 $628K
Market Street Wealth Management Advisors LLC 0.11% Add +0.2% 3,132 $627K
Ackerman Capital Advisors, LLC 0.17% Add +4.7% 3,127 $626K
Callan Family Office, LLC 0.15% Reduce -25.7% 3,122 $625K
Arbor Wealth Advisors LLC 0.59% No change 3,113 $624K
Buck Wealth Strategies, LLC 0.21% Reduce -93.4% 3,111 $623K
Flagstone Financial Management 0.24% Reduce -5.3% 3,105 $622K
Whelan Financial 0.28% Add +15.2% 3,102 $621K
Integrity Financial Corp 0.43% Add +18.1% 3,097 $620K
Keating Wealth Management LLC 0.37% No change 3,094 $620K
Financial Advisory Group 0.11% Reduce -5.2% 3,091 $619K
Inspirion Wealth Advisors, LLC 0.10% Add +3.4% 3,089 $619K
LGT Financial Advisors LLC 0.72% Reduce -9.9% 3,088 $619K
Gemmer Asset Management LLC 0.07% Add +0.0% 3,087 $618K
Compass Ion Advisors, LLC 0.09% Reduce -17.2% 3,085 $618K
Triune Financial Partners, LLC 0.21% Reduce -0.8% 3,084 $618K
Motive Wealth Advisors 0.37% Add +66.5% 3,082 $617K
Cohen & Steers, Inc. 0.00% No change 3,077 $616K
Williamson Legacy Group, LLC 0.48% New 3,074 $616K
WestHill Financial Advisors, Inc. 0.15% Add +0.0% 3,073 $616K
Rovin Capital /Ut/ 0.25% No change 3,070 $615K
Smith Anglin Financial, LLC 0.06% Add +14.5% 3,070 $615K
Solitude Financial Services 0.28% Add +24.6% 3,065 $614K
Armstrong Advisory Group, Inc. 0.06% No change 3,599 $612K
Vista Capital Partners, Inc. 0.08% Reduce -20.9% 3,052 $611K
Pin Oak Investment Advisors Inc. 0.59% Reduce -2.6% 3,050 $611K
Cypress Capital Management LLC (WY) 0.67% No change 3,050 $611K
HC Advisors, LLC 0.29% Reduce -12.6% 3,048 $611K
Better Money Decisions, LLC 0.48% Add +79.0% 3,048 $611K
Tucker Asset Management LLC 0.14% Add +27.6% 3,044 $610K
Silver Lake Advisory, LLC 0.15% New 3,038 $608K
Heck Capital Advisors, LLC 0.09% Add +1.1% 3,022 $605K
Fermata Advisors, LLC 0.14% Add +122.6% 3,021 $605K
Fourpath Capital Management, LLC 0.42% Reduce -13.4% 3,018 $605K
My Personal CFO, LLC 0.35% Add +0.6% 3,018 $605K
Islay Capital Management, LLC 0.45% Add +14.4% 3,003 $602K
Weaver Consulting Group 0.22% Reduce -4.2% 2,996 $600K
Fulcrum Equity Management 0.71% Add +41.8% 2,995 $600K
Shikiar Asset Management Inc. 0.19% Add +46.6% 2,990 $599K
Prostatis Group LLC 0.23% Reduce -14.4% 2,989 $599K
Hoxton Planning & Management, LLC 0.29% Reduce -4.2% 2,983 $597K
Blue Bell Private Wealth Management, LLC 0.13% Add +0.8% 2,977 $596K
Charter Research & Investment Group, Inc. 0.47% No change 2,976 $596K
Virtu Financial LLC 0.05% Reduce -38.1% 2,976 $596K
Willis Johnson & Associates, Inc. 0.05% Add +115.6% 2,939 $589K
North Point Portfolio Managers Corp. 0.10% No change 2,937 $588K
Jackson, Grant Investment Advisers, Inc. 0.24% Add +0.4% 2,936 $588K
Wealth Advisors of Iowa, LLC 0.36% Add +3.2% 2,936 $588K
Tiller Private Wealth, Inc. 0.26% Reduce -5.7% 2,932 $587K
Planning Capital Management Corp 0.43% Reduce -25.3% 2,932 $587K
Allen Wealth Management, LLC 0.52% Add +1.4% 2,931 $587K
Keating Investment Counselors Inc. 0.19% Reduce -9.3% 2,925 $586K
Avenir Corp. 0.05% No change 2,924 $586K
Cooper/Haims Advisors, LLC 0.34% Add +5.8% 2,920 $585K
AMJ Financial Wealth Management 0.19% New 2,892 $579K
NovaPoint Capital, LLC 0.20% Add +12.8% 2,892 $579K
GenTrust, LLC 0.04% New 2,885 $578K
Abacus Wealth Partners, LLC 0.10% Reduce -15.6% 2,883 $577K
Shapiro Capital Management LLC 0.02% No change 2,880 $577K
OMC Financial Services LTD 0.29% — 2,860 $573K
Davies Financial Advisors, Inc. 0.58% — 2,859 $573K
Marathon Trading Investment Management LLC 0.23% No change 2,855 $572K
MADDEN SECURITIES Corp 0.26% Reduce -37.0% 2,849 $571K
Firethorn Wealth Partners, LLC 0.33% Add +0.5% 2,838 $568K
Visionary Horizons, LLC 0.44% Reduce -1.0% 3,107 $568K
Murphy, Middleton, Hinkle & Parker, Inc. 0.33% Add +2.0% 2,837 $568K
Strid Group, LLC 0.10% Reduce -3.3% 2,822 $565K
Clarity Capital Partners LLC 0.37% Reduce -1.0% 2,817 $564K
Brightwater Advisory LLC 0.45% Add +5.8% 2,815 $564K
Harrington Investments, INC 0.32% Reduce -3.5% 2,812 $563K
Selective Wealth Management, Inc. 0.24% Reduce -3.3% 2,881 $563K
Warwick Investment Management, Inc. 0.13% Add +42.1% 2,809 $563K
D.B. Root & Company, LLC 0.19% Add +97.2% 2,798 $561K
Pension & Wealth Management Advisors, Inc. 0.37% Add +10.2% 2,795 $560K
Pullen Investment Management, LLC 0.47% — 2,794 $560K
Godsey & Gibb, Inc. 0.06% Add +14.3% 2,793 $559K
Stonehage Fleming Financial Services Holdings Ltd 0.04% Add +76.8% 5,279 $558K
Westwood Wealth Management 0.27% Reduce -3.5% 2,787 $558K
Paladin Advisory Group, LLC 0.44% Reduce -4.1% 2,802 $557K
Lane & Associates LLC 0.35% Add +2.8% 2,776 $556K
Trilogy Capital Inc. 0.03% Reduce -0.5% 2,774 $556K
Parkside Investments, LLC 0.09% Add +0.4% 2,774 $556K
Global Strategic Investment Solutions, LLC 0.06% Add +26.7% 2,767 $554K
Moody Aldrich Partners LLC 0.09% Reduce -2.3% 2,763 $553K
Financial Freedom, LLC 0.33% Add +0.2% 2,753 $551K
Intergy Private Wealth, LLC 0.23% Reduce -1.1% 2,747 $550K
Claret Asset Management Corp 0.09% Add +8.0% 2,743 $549K
Bond & Devick Financial Network, Inc. 0.30% Reduce -5.8% 2,735 $548K
Apeiron RIA LLC 0.16% Add +0.7% 2,734 $548K
Sachem Hill LLC 0.13% Reduce -4.7% 2,733 $547K
Reik & Co., LLC 0.14% No change 2,732 $547K
Alpha Financial Partners LLC 0.50% Add +3.3% 2,729 $547K
Vawter Financial, Ltd. 0.40% Reduce -4.3% 2,721 $545K
Safeguard Investment Advisory Group, LLC 0.18% Reduce -6.7% 2,712 $543K
Pitti Group Wealth Management, LLC 0.61% Reduce -2.1% 2,777 $543K
TCWP LLC 1.44% No change 2,707 $542K
Isthmus Partners, LLC 0.06% Reduce -10.8% 2,707 $542K
Janiczek Wealth Management, LLC 0.12% Add +9.6% 2,703 $541K
First Affirmative Financial Network 0.40% Add +3.9% 2,694 $540K
Advanced Portfolio Management, LLC 1.02% New 2,688 $538K
Mayport, LLC 0.21% Add +4.1% 2,683 $537K
Centered Wealth LLC dba Miller Equity Capital Advisors 0.22% No change 2,677 $536K
VELA Investment Management, LLC 0.20% Reduce -27.2% 2,675 $536K
Horst & Graben Wealth Management LLC 0.11% Add +0.6% 2,674 $536K
Merriman Wealth Management, LLC 0.02% Reduce -1.2% 2,669 $535K
Levy Wealth Management Group, LLC 0.15% No change 3,133 $533K
Tamar Securities, LLC 0.09% Reduce -3.0% 2,659 $533K
Peninsula Wealth, LLC 0.11% Reduce -0.1% 2,653 $531K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.09% Add +1.4% 2,650 $531K
Benchmark Financial Wealth Advisors, LLC 0.20% Add +16.8% 2,646 $530K
American Capital Advisory, LLC 0.46% Reduce -14.1% 4,063 $529K
Mattern Capital Management, LLC 0.07% New 2,642 $529K
Dock Street Asset Management Inc. 0.08% Add +2.6% 2,638 $528K
Veery Capital, LLC 0.22% Add +1.4% 2,637 $528K
Brown Wealth Management, LLC 0.22% No change 2,629 $527K
Permit Capital, LLC 0.34% No change 2,625 $526K
Dogwood Wealth Management LLC 0.35% Add +7.5% 2,616 $524K
Heritage Financial Services, LLC 0.08% Reduce -2.0% 2,615 $524K
SJS Investment Consulting Inc. 0.10% Add +12.0% 2,615 $524K
Bernardo Wealth Planning LLC 0.14% Add +13.3% 2,603 $521K
Vance Wealth, LLC 0.21% Add +5.9% 2,603 $521K
SFG Wealth Management, LLC. 0.31% Add +1.8% 2,602 $521K
Contravisory Investment Management, Inc. 0.12% Reduce -2.1% 2,600 $521K
Piedmont Capital Management, LLC 0.35% Reduce -16.4% 2,622 $521K
AIMZ Investment Advisors, LLC 0.19% No change 2,589 $519K
Silver Coast Investments LLC 0.21% Reduce -3.6% 2,582 $517K
Charles Schwab Investment Advisory, Inc. 0.00% Add +3.2% 2,580 $517K
Harbert Fund Advisors, LLC 0.35% Reduce -66.3% 2,575 $516K
J.Safra Asset Management Corp 0.06% Add +12.1% 2,573 $515K
ICW Investment Advisors LLC 0.23% Add +0.1% 2,572 $515K
Sloy Dahl & Holst, LLC 0.12% No change 2,564 $514K
Cascade Financial Partners, LLC 0.07% — 2,801 $512K
Whitcomb & Hess, Inc. 0.16% Reduce -54.1% 2,551 $511K
Greytown Advisors Inc. 0.29% Reduce -11.4% 2,543 $509K
Guardian Asset Advisors, LLC 0.42% Add +39.1% 2,535 $509K
Beacon Capital Management, LLC 0.10% Add +21.3% 2,536 $508K
Integris Wealth Management, LLC 0.14% Reduce -8.9% 2,532 $507K
Montis Financial, LLC 0.24% Add +0.2% 2,530 $507K
Cowa, LLC 0.30% Reduce -12.9% 2,529 $507K
America First Investment Advisors, LLC 0.12% No change 2,529 $507K
Bluespring Wealth Management, LLC 0.06% Reduce -4.0% 2,520 $505K
MKT Advisors LLC 0.28% Add +0.0% 2,578 $504K
Garrison Asset Management, LLC 0.26% Reduce -1.9% 2,510 $503K
Arnhold LLC 0.05% No change 2,492 $499K
KFA Private Wealth Group, LLC 0.15% Add +2.0% 2,484 $498K
Opus Capital Group, LLC 0.07% Add +70.2% 2,476 $496K
Financial Security Advisor, Inc. 0.17% Reduce -7.5% 2,475 $496K
Index Fund Advisors, Inc. 0.03% Reduce -5.3% 2,475 $496K
Walker Asset Management, LLC 0.33% Reduce -0.6% 2,474 $496K
Granite FO LLC 0.29% Reduce -0.1% 2,238 $495K
Melfa Wealth Management, Inc. 0.36% New 2,468 $494K
TAGStone Capital, Inc. 0.29% Add +4.7% 2,469 $494K
S&T Bank 0.09% No change 2,466 $494K
Wescott Financial Advisory Group, LLC 0.06% Reduce -9.0% 2,460 $493K
WMG Financial Advisors, LLC 0.28% Add +39.0% 2,450 $491K
Covey Capital Advisors, LLC 0.59% No change 2,450 $491K
Obsidian Personal Planning Solutions LLC 0.32% Add +28.0% 2,552 $489K
Murphy Pohlad Asset Management LLC 0.19% Reduce -7.6% 2,440 $489K
Kraematon Investment Advisors, Inc. 0.49% Add +0.6% 2,423 $485K
Jacobs & Co. 0.05% No change 2,424 $485K
SP Asset Management LLC 0.04% Add +0.3% 2,416 $484K
Mascoma Wealth Management LLC 0.14% Reduce -2.4% 2,413 $483K
Greenfield Seitz Capital Management, LLC 0.18% Reduce -0.8% 2,411 $483K
Atlas Private Wealth Advisors 0.16% Reduce -73.2% 2,409 $482K
Sequent Asset Management, LLC 0.25% Reduce -17.6% 2,406 $482K
Bayesian Capital Management, LP 0.05% Reduce -62.5% 2,400 $481K
Beam Wealth Advisors, Inc. 0.29% Add +4.6% 2,399 $481K
Tandem Investment Advisors, Inc. 0.02% Reduce -9.3% 2,397 $480K
Centiva Capital, LP 0.03% Reduce -85.9% 2,387 $478K
Goepper Burkhardt LLC 0.22% Add +3.0% 2,404 $478K
Van Leeuwen & Company, LLC 0.24% Add +29.3% 2,373 $475K
Penn Davis McFarland Inc. 0.07% No change 2,373 $475K
Paragon Private Wealth Management, LLC 0.28% Add +28.5% 2,370 $475K
Kercheville Advisors, LLC 0.22% New 2,370 $475K
Cherrydale Wealth Management, LLC 0.22% Add +20.4% 2,370 $475K
SilverOak Wealth Management LLC 0.12% Reduce -0.8% 2,367 $474K
Solano Wealth Management, Inc. 0.27% Add +0.1% 2,366 $474K
Plum Street Advisors, LLC 0.24% New 2,247 $474K
Trust Co. of Oklahoma 0.17% Add +1.8% 2,362 $473K
Lathrop Investment Management Co. 0.09% Reduce -6.2% 2,363 $473K
AFS Financial Group, LLC 1.99% Reduce -84.8% 2,361 $473K
Wealthgate Family Office, LLC 1.23% No change 2,360 $473K
Horizon Bancorp Inc. 0.22% Add +2.9% 2,354 $472K
Clayton Financial Group LLC 0.21% New 2,355 $472K
Marshall Financial Group, LLC 0.14% Reduce -7.7% 2,349 $470K
Foundation Wealth Management, LLC 0.38% No change 2,347 $470K
Navis Wealth Advisors, LLC 0.56% Reduce -0.3% 2,343 $469K
Planned Solutions, Inc. 0.23% No change 2,343 $469K
Pine Harbor Wealth Management, LLC 0.30% Add +0.9% 2,342 $469K
Wilson & Boucher Capital Management, LLC 0.37% Add +0.0% 2,341 $469K
EdgeRock Capital LLC 0.37% Add +5.3% 2,337 $468K
Westshore Wealth, LLC 0.20% Reduce -0.5% 2,335 $468K
Tacita Capital Inc 0.32% No change 2,332 $467K
Indie Asset Partners, LLC 0.42% Reduce -2.0% 2,331 $467K
McGowan Group Asset Management, Inc. 0.07% Reduce -2.1% 2,304 $462K
Summit Securities Group LLC 0.21% Add +228.6% 2,300 $461K
Consolidated Portfolio Review Corp 0.12% Reduce -75.7% 2,299 $461K
Alliance Wealth Advisors, LLC 0.14% Reduce -18.8% 2,297 $460K
1858 Wealth Management, LLC 0.43% No change 2,689 $457K
Arbor Investment Advisors, LLC 0.07% Add +10.0% 2,281 $457K
Security National Bank of Sioux City Iowa 0.32% No change 2,273 $455K
C M Bidwell & Associates Ltd. 0.31% Reduce -1.4% 2,273 $455K
Saranac Partners Ltd 0.28% Reduce -12.0% 2,272 $455K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.18% Reduce -3.7% 2,367 $455K
American Planning Services, Inc. 0.33% Add +9.7% 2,269 $455K
Beacon Bridge Wealth Partners, LLC 0.21% Add +0.5% 2,266 $454K
Maverick Capital 0.01% Reduce -36.7% 2,263 $453K
Jag Capital Management, LLC 0.06% Reduce -23.4% 2,259 $452K
Intrinsic Value Partners, LLC 0.48% No change 2,257 $452K
Clay Northam Wealth Management, LLC 0.36% No change 2,257 $452K
Albert D Mason Inc. 0.28% Reduce -34.4% 2,255 $452K
Heritage Wealth Partners, LLC 0.92% No change 2,656 $452K
CapWealth Advisors, LLC 0.05% No change 2,252 $451K
Financial Enhancement Group LLC 0.07% Add +2.1% 2,465 $451K
Willow Creek Wealth Management Inc. 0.05% Add +4.4% 2,241 $449K
Marshall Financial Group Inc. 0.15% Add +0.6% 2,235 $448K
Pennsylvania Capital Management Inc. 0.18% Add +3.6% 2,232 $447K
Schaper Benz & Wise Investment Counsel Inc. 0.04% Add +15.6% 2,228 $446K
Truvestments Capital LLC 0.17% Reduce -6.9% 2,224 $446K
Cumberland Partners Ltd 0.03% New 2,223 $445K
Prospect Financial Services LLC 0.37% Add +14.6% 2,221 $445K
Sensible Money, LLC 0.24% No change 2,210 $443K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.19% Add +12.5% 2,210 $443K
CGC Financial Services, LLC 0.23% Reduce -15.1% 2,210 $443K
Norwood Financial Corp 0.64% Add +7.8% 2,207 $442K
McDonough Capital Management, Inc 0.35% Add +17.2% 2,204 $441K
Knuff & Co LLC 0.15% No change 2,202 $441K
Beacon Investment Advisors LLC 0.25% Add +5.4% 2,201 $441K
Cultivar Capital, Inc. 0.38% No change 2,200 $441K
Kaizen Financial Strategies 0.30% Add +2.5% 2,196 $440K
Darwin Wealth Management, LLC 0.12% Add +0.1% 2,195 $440K
Whitaker-Myers Wealth Managers, LTD. 0.19% Reduce -4.1% 2,192 $439K
Summit Wealth Group, LLC 0.30% No change 2,190 $439K
Garner Asset Management Corp 0.17% No change 2,192 $439K
Builder Investment Group Inc. 0.13% Reduce -3.5% 2,190 $439K
New World Advisors LLC 0.13% Reduce -0.7% 2,176 $436K
Dupree Financial Group, LLC 0.21% No change 2,173 $435K
Elevatus Welath Management 0.17% Reduce -36.7% 2,168 $434K
Richwood Investment Advisors, LLC 0.39% Reduce -4.4% 2,168 $434K
Morse Asset Management, Inc 0.11% Add +0.1% 2,165 $434K
Compton Financial Group, LLC 0.15% Reduce -1.4% 2,165 $434K
Waterford Advisors, LLC 0.18% Reduce -0.5% 2,157 $432K
Sepio Capital, LP 0.04% Reduce -21.9% 2,149 $430K
Intelligence Driven Advisers, LLC 0.06% Add +1.0% 2,148 $430K
Echo45 Advisors LLC 0.31% Add +0.8% 2,146 $430K
TMD Wealth Management, LLC 0.10% Add +15.3% 2,146 $430K
Catalyst Private Wealth, LLC 0.22% Add +2.3% 2,140 $429K
Riverview Capital Advisers, LLC 0.15% Add +1.5% 2,137 $428K
American Financial Advisors, LLC 0.06% Add +28.1% 2,135 $428K
Tobam 0.04% Add +25.3% 2,134 $427K
Legacy PCG, LLC 0.27% Reduce -3.0% 2,120 $425K
Broderick Brian C 0.09% New 2,110 $423K
Alkeme Wealth, LLC 0.19% No change 2,158 $422K
Lanham O'Dell & Company, Inc. 0.21% Reduce -16.6% 2,108 $422K
Encompass More Asset Management 0.35% Add +45.0% 2,106 $422K
Verdad Advisers, LP 0.46% New 2,103 $421K
Inspire Advisors, LLC 0.06% Add +2.6% 2,103 $421K
Chelsea Counsel Co. 0.24% Add +3.6% 2,092 $419K
Hutchinson Capital Management 0.08% Reduce -5.3% 2,090 $419K
Squire Investment Management Company, LLC 0.26% Reduce -1.3% 2,089 $418K
Burton Enright Welch 0.10% Reduce -0.3% 2,086 $418K
Sprinkle Financial Consultants LLC 0.36% Add +0.1% 2,085 $418K
Requisite Capital Management, LLC 0.09% No change 2,080 $417K
49 Wealth Management, LLC 0.09% New 2,094 $417K
Worth Asset Management, LLC 0.26% Add +29.1% 2,079 $416K
Presidio Capital Management, LLC 0.30% New 2,079 $416K
Mezzasalma Advisors, LLC 0.20% Reduce -0.5% 2,078 $416K
Freedom Day Solutions, LLC 0.15% Reduce -4.1% 2,076 $416K
CarsonAllaria Wealth Management, Ltd. 0.26% Reduce -19.1% 2,073 $415K
Campbell Wealth Management 0.04% Add +7.3% 2,070 $415K
Sykon Capital LLC 0.15% No change 2,071 $415K
Cedar Wealth Management, LLC 0.14% Add +31.9% 2,068 $414K
Conestoga Capital Advisors, LLC 0.01% No change 2,066 $414K
Rice Hall James & Associates, LLC 0.02% No change 2,058 $412K
Skyline Advisors, Inc. 0.18% Add +0.1% 2,056 $412K
Triumph Capital Management 0.17% Reduce -44.0% 2,067 $411K
Riversedge Advisors, LLC 0.10% Add +3.5% 2,052 $411K
Verus Financial Partners, Inc. 0.05% Add +0.1% 2,049 $411K
Old North State Wealth Management, LLC 0.27% Add +11.4% 2,045 $410K
Francis Financial, Inc. 0.13% Reduce -14.4% 2,042 $409K
Three Bridge Wealth Advisors, LLC 0.16% No change 2,040 $409K
Arcadia Investment Management Corp. 0.07% Add +0.8% 2,038 $408K
Vertex Planning Partners, LLC 0.11% Reduce -21.1% 2,036 $408K
Syverson Strege & Co 0.15% Add +26.0% 2,028 $406K
Beirne Wealth Consulting Services, LLC 0.17% Reduce -51.3% 2,027 $406K
W.H. Cornerstone Investments Inc. 0.29% Add +33.6% 2,025 $406K
Axiom Financial Strategies, LLC 0.26% Reduce -3.6% 2,024 $405K
Level Financial Advisors 0.18% Reduce -3.9% 2,023 $405K
Elwood & Goetz Wealth Advisory Group, LLC 0.10% No change 2,018 $404K
JMG Financial Group, Ltd. 0.02% Reduce -13.0% 2,015 $404K
Encompass Wealth Advisors, LLC 0.11% Reduce -1.4% 2,012 $403K
TCP Asset Management, LLC 0.11% Add +3.3% 2,009 $402K
Sterling Financial Planning, Inc. 0.16% Add +53.6% 2,006 $402K
Marotta Asset Management 0.08% Reduce -18.5% 2,005 $402K
Tandem Wealth Advisors LLC 0.22% Add +6.4% 2,000 $401K
Facet Wealth, Inc. 0.01% Reduce -5.7% 2,085 $400K
Kiely Wealth Advisory Group, Inc. 0.23% No change 2,063 $400K
Kinloch Capital, LLC 0.21% Add +4.5% 1,993 $399K
Acorn Financial Advisory Services Inc. 0.08% Reduce -20.0% 1,991 $399K
Prairie Wealth Advisors, Inc. 0.19% — 1,987 $398K
Palo Alto Wealth Advisors, LLC 0.28% No change 1,983 $397K
Compass Financial Group, INC 0.09% Add +0.3% 1,982 $397K
Oxbow Advisors, LLC 0.06% Add +52.2% 1,979 $396K
Horizon Family Wealth, Inc. 0.30% Add +0.2% 1,973 $395K
Ruedi Wealth Management, Inc. 0.17% Add +5.6% 1,972 $395K
Lansing Street Advisors 0.18% New 1,970 $395K
Smallwood Wealth Investment Management, LLC 0.31% Add +11.3% 1,967 $394K
Clarkston Capital Partners, LLC 0.01% No change 1,966 $394K
Strategic Financial Concepts, LLC 0.09% New 1,962 $393K
Kearns & Associates LLC 0.30% No change 1,960 $393K
Krane Funds Advisors LLC 0.02% Reduce -61.8% 1,966 $392K
Wealthspan Partners, LLC 0.23% No change 1,952 $391K
Somerville Kurt F 0.07% Reduce -15.0% 1,949 $390K
LaSalle St. Investment Advisors, LLC 0.22% New 2,089 $390K
Zevin Asset Management LLC 0.06% Reduce -15.4% 1,949 $390K
Copperleaf Capital, LLC 0.34% Add +21.0% 1,946 $390K
Mma Asset Management LLC 0.18% Reduce -0.1% 1,967 $388K
BCS Wealth Management 0.12% Add +0.1% 1,936 $388K
Etfidea, LLC 0.13% No change 1,937 $388K
Luken Investment Analytics, LLC 0.20% No change 1,932 $387K
Madison Park Capital Advisors, LLC 0.34% Add +2.2% 1,931 $387K
Signature Wealth Management Group 0.18% Reduce -91.9% 2,080 $386K
Lazard Freres Gestion S.A.S. 0.01% Add +8.8% 1,932 $386K
Tarbox Family Office, Inc. 0.07% Add +13.5% 1,926 $386K
DHJJ Financial Advisors, Ltd. 0.17% Reduce -0.5% 1,917 $384K
Earned Wealth Advisors, LLC 0.15% Add +9.7% 1,917 $384K
Insight Wealth Partners, LLC 0.25% Add +18.1% 1,913 $383K
Covestor Ltd 0.24% Reduce -8.7% 1,914 $383K
Baskin Financial Services Inc. 0.03% Add +23.6% 1,910 $383K
jvl associates llc 0.16% Add +59.8% 1,911 $383K
One Day In July LLC 0.05% Reduce -3.3% 1,908 $382K
Dynamic Wealth Strategies, LLC 0.33% Reduce -3.6% 1,901 $381K
BlueChip Wealth Advisors LLC 0.25% Add +0.1% 1,902 $381K
Hillsdale Investment Management Inc. 0.03% Reduce -12.8% 1,900 $381K
Provenance Wealth Advisors, LLC 0.05% Add +19.3% 1,899 $380K
Sage Capital Advisors,llc 0.11% Add +0.1% 1,894 $379K
Magnolia Wealth Management, LLC 0.15% New 1,898 $379K
Northstar Advisory Group, LLC 0.23% No change 1,918 $379K
POM Investment Strategies, LLC 0.31% No change 1,890 $379K
Vishria Bird Financial Group, LLC 0.16% Reduce -2.1% 1,887 $378K
New Vernon Capital Holdings II LLC 0.20% New 1,887 $378K
Denver Wealth Management, Inc. 0.19% Add +0.5% 1,886 $378K
Redwood Wealth Management Group, LLC 0.40% Reduce -1.3% 1,886 $378K
Riverstone Advisors, LLC 0.22% Add +0.2% 1,882 $377K
Jackson Thornton Wealth Management, LLC 0.06% Reduce -0.1% 1,882 $377K
Wallace Capital Management Inc. 0.05% Add +27.2% 1,881 $377K
Front Street Capital Management, Inc. 0.07% Reduce -0.8% 1,878 $376K
Roth Financial Partners LLC 0.17% Add +0.5% 1,877 $376K
Keeler & Nadler Financial Planning & Wealth Management 0.23% Add +55.6% 1,873 $375K
Adams Wealth Management 0.09% No change 1,869 $374K
Two Sigma Securities, LLC 0.02% Reduce -83.7% 1,865 $374K
Destiny Wealth Partners, LLC 0.07% Reduce -15.5% 1,863 $373K
Atwater Malick LLC 0.13% Add +2.1% 1,861 $373K
Litman Gregory Wealth Management LLC 0.03% New 1,856 $372K
Defender Capital, LLC. 0.13% No change 1,849 $370K
MBE Wealth Management, LLC 0.23% Add +10.6% 1,849 $370K
Schiavi & Co LLC 0.15% No change 1,847 $370K
Websterrogers Financial Advisors, LLC 0.13% Reduce -13.6% 1,846 $370K
HFR Wealth Management, LLC 0.09% No change 1,845 $370K
Smith & Howard Wealth Management, LLC 0.11% Reduce -2.1% 1,837 $368K
Axim Planning & Wealth 0.30% Reduce -49.9% 1,833 $367K
Smith Shellnut Wilson LLC 0.19% No change 1,832 $367K
Chickasaw Capital Management LLC 0.02% Add +15.9% 1,826 $366K
Flynn Zito Capital Management, LLC 0.19% Add +0.7% 1,824 $365K
Crestone Asset Management LLC 0.07% Reduce -4.0% 1,823 $365K
Sanchez Wealth Management Group 0.12% Add +0.1% 1,820 $365K
One Wealth Management Investment & Advisory Services, LLC 0.15% Add +2.4% 1,818 $364K
Ameraudi Asset Management, Inc. 0.17% No change 1,816 $364K
Cherry Creek Investment Advisors, Inc. 0.20% Add +0.6% 1,805 $362K
Lipe & Dalton 0.19% Add +17.6% 1,800 $361K
Prepared Retirement Institute LLC 0.27% Reduce -53.0% 1,791 $359K
Sage Capital Management, LLC 0.19% Add +0.5% 1,788 $358K
Sage Financial Management Group, Inc. 0.17% No change 1,787 $358K
Roble, Belko & Company, Inc 0.06% Reduce -23.7% 1,786 $358K
Gimbal Financial 0.29% Add +0.6% 1,784 $357K
Traction Financial Partners, LLC 0.28% Add +0.6% 1,797 $357K
Detalus Advisors, LLC 0.13% Add +4.0% 1,782 $357K
American Institute for Advanced Investment Management, LLP 0.28% Add +28.8% 1,781 $357K
Waller Financial Planning Group, Inc. 0.10% Reduce -5.3% 1,779 $356K
Widmann Financial Services, Inc. 0.30% No change 1,775 $355K
Argonautica Private Wealth Management, Inc. 0.13% No change 1,774 $355K
FSA Wealth Management LLC 0.15% Reduce -7.8% 1,774 $355K
Lewis Asset Management, LLC 0.29% Add +0.2% 1,774 $355K
Tower Wealth Partners, Inc. 0.23% Reduce -28.4% 1,767 $354K
Private Wealth Management Group, LLC 0.16% Reduce -23.1% 1,765 $354K
David J Yvars Group 0.24% No change 1,757 $352K
Emergent Wealth Advisors, LLC 0.30% Reduce -1.6% 1,755 $351K
Von Berge Wealth Management Group, LLC 0.23% No change 1,753 $351K
Lakeside Advisors, INC. 0.22% Add +2.7% 1,751 $351K
Brass Tax Wealth Management, Inc. 0.18% — 1,749 $350K
Family Asset Management, LLC 0.22% Add +2.3% 1,749 $350K
Raymond James Trust Co. of NH 3.48% Reduce -5.3% 1,746 $350K
WESPAC Advisors, LLC 0.20% Reduce -8.3% 1,745 $350K
McCarthy & Cox 0.13% — 1,744 $349K
Monument Group Wealth Advisors, LLC 0.26% No change 1,743 $349K
Mark Sheptoff Financial Planning, LLC 0.19% No change 1,740 $349K
IronBridge Private Wealth, LLC 0.14% Reduce -3.0% 1,740 $348K
Core Wealth Advisors, Inc. 0.12% Add +1.5% 1,739 $348K
Wealth Quarterback LLC 0.19% Reduce -44.0% 1,738 $348K
North Ridge Wealth Advisors, Inc. 0.27% No change 1,736 $348K
Asset Management Group, Inc. 0.05% Add +1.7% 1,735 $348K
Capital Planning LLC 0.11% No change 1,730 $347K
Capital Counsel LLC 0.02% Add +34.3% 1,724 $345K
Rockbridge Investment Management, LCC 0.05% No change 1,723 $345K
Breed's Hill Capital LLC 0.32% Reduce -10.8% 1,721 $345K
Gratus Wealth Advisors, LLC 0.06% Add +4.3% 1,901 $344K
Clean Yield Group 0.13% Reduce -17.3% 1,718 $344K
Twin Peaks Wealth Advisors, LLC 0.19% Reduce -10.1% 1,714 $343K
Ledgewood Wealth Advisors, LLC 0.32% No change 1,714 $343K
Halter Ferguson Financial Inc. 0.27% Reduce -3.2% 1,714 $343K
USAdvisors Wealth Management, LLC 0.13% Add +11.3% 1,721 $343K
Oxinas Partners, LLC 0.22% Add +0.2% 1,712 $343K
Columbus Macro, LLC 0.13% Reduce -8.7% 1,699 $340K
Ade, LLC 0.23% No change 1,692 $339K
Delta Wealth Advisors LLC 0.35% — 1,688 $338K
Baron Financial Group, LLC 0.21% Reduce -2.9% 1,680 $337K
Allegiance Financial Group Advisory Services LLC 0.14% Reduce -2.5% 1,679 $336K
Hutchens & Kramer Investment Management Group, LLC 0.20% Add +5.7% 1,690 $336K
Red Lighthouse Investment Management, LLC 0.13% Add +1.0% 1,674 $335K
Sterling Financial Group, Inc. 0.16% Add +0.7% 1,671 $335K
Disciplined Investments, LLC 0.18% Reduce -62.0% 1,670 $335K
Beaird Harris Wealth Management, LLC 0.03% Add +9.7% 1,668 $334K
Cannon Financial Strategists, Inc. 0.07% Add +15.1% 1,663 $333K
Mustard Seed Financial, LLC 0.33% No change 1,663 $333K
Houlihan Financial Resource Group, Ltd. 0.15% Reduce -0.6% 1,658 $332K
East Coast Asset Management, LLC. 0.12% No change 1,656 $332K
Capula Management Ltd 0.01% New 1,654 $331K
Avalon Capital Management 0.14% Add +4.9% 1,653 $331K
Keener Financial Planning LLC 0.23% Add +9.6% 1,652 $331K
Graham Capital Wealth Management, LLC 0.60% No change 1,650 $330K
Client 1ST Advisory Group, LLC 0.15% No change 1,650 $330K
VestGen Investment Management 0.10% Add +33.3% 1,650 $330K
Rebalance, LLC 0.03% No change 1,650 $330K
Morling Financial Advisors, LLC 0.19% Reduce -0.9% 1,648 $330K
MPS Loria Financial Planners, LLC 0.11% Reduce -5.0% 1,648 $330K
Matthew Goff Investment Advisor, LLC 0.07% No change 1,640 $328K
Shilanski & Associates, Inc. 0.11% Reduce -53.4% 1,619 $324K
Toth Financial Advisory Corp. 0.04% Add +3.3% 1,619 $324K
Redwood Investment Management, LLC 0.03% Reduce -81.3% 1,616 $324K
Hirtle & Co., LLC 0.02% New 1,614 $323K
Flossbach Von Storch SE 0.00% New 1,611 $323K
Centennial Wealth Advisory LLC 0.15% Add +22.9% 1,608 $322K
Saturna Capital Corp. 0.00% No change 1,608 $322K
Manchester Financial Inc. 0.08% Reduce -1.7% 1,601 $321K
Bell Investment Advisors, Inc 0.06% Reduce -22.6% 1,601 $321K
Thrive Capital Management, LLC 0.17% Reduce -41.7% 1,600 $321K
Private Capital Advisors, Inc. 0.04% No change 1,600 $320K
Kendall Capital Management 0.11% No change 1,596 $320K
KFG Wealth Management, LLC 0.13% Add +3.6% 1,594 $319K
Washburn Capital Management, Inc. 0.24% Reduce -7.5% 1,590 $318K
Legacy Financial Group, Inc. 0.13% Reduce -10.4% 1,589 $318K
Shira Ridge Wealth Management 0.18% Add +1.1% 1,588 $318K
Able Wealth Management LLC 0.28% No change 1,573 $315K
Arcus Capital Partners, LLC 0.10% No change 1,571 $315K
Act Wealth Management, LLC 0.16% Reduce -27.8% 1,570 $314K
Rockport Wealth LLC 0.21% — 1,566 $313K
Wick Capital Partners, LLC 0.30% Add +11.1% 1,561 $313K
Lutz Financial Services LLC 0.03% Reduce -1.4% 1,558 $312K
Capital Market Strategies LLC 0.24% Add +4.1% 1,557 $312K
Paragon Financial Partners, Inc. 0.26% Add +0.1% 1,555 $311K
Denver PWM, LLC 0.12% Reduce -12.5% 1,578 $311K
Gitterman Wealth Management, LLC 0.12% Reduce -30.1% 1,547 $310K
Independent Wealth Network Inc. 0.15% Add +9.0% 1,545 $309K
Seelaus Asset Management LLC 0.32% Reduce -50.2% 1,544 $309K
Ridgepath Capital Management LLC 0.35% Reduce -3.1% 1,541 $309K
Capstone Investment Advisors, LLC 0.01% Add +113.0% 1,538 $308K
Continuum Wealth Advisors, LLC 0.17% No change 1,536 $308K
USA Financial Formulas 0.05% Reduce -43.7% 1,536 $308K
Rain Capital Management, LLC 0.21% Add +3.7% 1,533 $307K
Boyd Wealth Management, LLC 0.17% No change 1,527 $306K
Perissos Private Wealth Management, LLC 0.28% — 1,525 $305K
Power Wealth Management LLC 0.19% Reduce -7.0% 1,521 $305K
RAM Investment Partners, LLC 0.10% Add +13.0% 1,521 $305K
Yeomans Consulting Group, Inc. 0.13% Add +2.0% 1,519 $304K
Trevian Wealth Management LLC 0.21% Add +0.6% 1,511 $303K
Sebold Capital Management, Inc. 0.20% Add +1.7% 1,510 $303K
Berkshire Money Management, Inc. 0.04% New 1,510 $302K
Barings LLC 0.01% New 1,508 $302K
Garrett Wealth Advisory Group, LLC 0.12% Add +0.1% 1,508 $302K
Rational Advisors, Inc. 0.03% Reduce -34.2% 1,502 $301K
Gouws Capital LLC 0.23% Reduce -4.5% 1,500 $300K
Bourne Lent Asset Management Inc. 0.12% No change 1,500 $300K
Curtis Advisory Group, LLC 0.12% No change 1,500 $300K
Maripau Wealth Management LLC 0.23% Reduce -7.0% 1,498 $300K
LFA - Lugano Financial Advisors SA 0.22% No change 1,490 $298K
FFT Wealth Management LLC 0.03% Add +4.0% 1,490 $298K
Seed Wealth Management, Inc. 0.28% No change 1,496 $298K
Family Investment Center, Inc. 0.10% No change 1,484 $297K
Unio Capital LLC 0.13% Reduce -10.3% 1,479 $296K
Halpern Financial, Inc. 0.09% No change 1,490 $295K
Cambridge Financial Group, LLC 0.14% Reduce -17.3% 1,470 $294K
OMNI 360 Wealth, Inc. 0.24% Reduce -1.3% 1,468 $294K
Acas, LLC 0.28% Reduce -0.8% 1,463 $293K
ETF Store, Inc. 0.17% Add +20.3% 1,463 $293K
AlphaMark Advisors, LLC 0.10% No change 1,465 $293K
Gill Capital Partners, LLC 0.12% No change 1,526 $293K
Wealthstar Advisors, LLC 0.10% New 1,460 $292K
Oceanside Advisors LLC 0.24% New 1,460 $292K
Balanced Wealth Group LLC 0.13% Add +0.8% 1,476 $291K
Lokken Investment Group LLC 0.15% Reduce -0.8% 1,454 $291K
Basso Capital Management, L.P. 0.27% No change 1,451 $291K
Root Financial Partners, LLC 0.09% New 1,450 $291K
Silverberg Bernstein Capital Management LLC 0.28% No change 1,449 $290K
Kelly Financial Services LLC 0.11% Add +0.4% 1,449 $290K
Abound Wealth Management 0.11% Add +14.6% 1,448 $290K
Dravo Bay LLC 0.17% Reduce -4.1% 1,446 $290K
New England Professional Planning Group Inc. 0.15% Reduce -0.5% 1,445 $289K
Blue Investment Partners LLC 0.15% Add +6.3% 1,443 $289K
Clarus Wealth Advisors 0.16% Reduce -7.7% 1,478 $289K
TNF LLC 0.11% Reduce -2.3% 1,494 $288K
Highlander Partners, L.P. 0.20% New 1,500 $288K
Peterson Wealth Advisors, LLC 0.06% Add +0.5% 1,438 $288K
Southern Capital Advisors, LLC 0.17% Reduce -44.4% 1,437 $288K
Nova R Wealth, Inc. 0.15% Reduce -7.7% 1,437 $288K
Gibson Capital, LLC 0.06% No change 1,432 $287K
WCM Investment Management, LLC 0.00% Reduce -13.9% 1,428 $286K
Mizuho Markets Cayman LP 0.18% New 1,468 $285K
Private Ocean, LLC 0.03% Reduce -1.6% 1,423 $285K
Lountzis Asset Management, LLC 0.13% No change 1,415 $283K
NDVR, Inc. 0.27% Add +10.2% 1,410 $282K
Verity Asset Management, Inc. 0.16% Add +0.1% 1,409 $282K
Annapolis Financial Services, LLC 0.09% Reduce -17.4% 1,407 $282K
Paragon Capital Management LLC 0.15% Reduce -2.5% 1,406 $282K
Elite Life Management LLC 1.38% Add +4.4% 1,405 $281K
IMZ Advisory Inc 0.14% No change 1,402 $281K
Northern Capital Management, Inc. 0.20% Add +8.7% 1,399 $280K
Sterling Investment Management, LLC 0.20% Add +5.1% 1,398 $280K
Mainsail Asset Management, LLC 0.23% No change 1,394 $279K
Rather & Kittrell, Inc. 0.08% Add +4.8% 1,390 $278K
Pps&v Asset Management Consultants, Inc. 0.20% Add +0.3% 1,388 $278K
Yoder Wealth Management, Inc. 0.18% Reduce -10.9% 1,387 $278K
Sicart Associates LLC 0.10% No change 1,385 $277K
Bensler, LLC 0.04% Add +9.2% 1,382 $277K
Naples Money Management LLC 0.28% Reduce -90.7% 1,380 $277K
Bank Pictet & Cie (asia) Ltd. 0.15% No change 1,380 $276K
Quad-Cities Investment Group, LLC 0.16% Reduce -7.1% 1,378 $276K
White Lighthouse Investment Management Inc. 0.06% No change 1,378 $276K
Councilor Wealth, LLC 0.14% Reduce -47.2% 1,375 $275K
Avondale Wealth Management 0.19% Reduce -15.4% 1,375 $275K
Values Added Financial LLC 0.21% No change 1,373 $275K
Safeguard Financial, LLC 0.09% Reduce -36.0% 1,373 $275K
Asset Allocation Strategies LLC 0.10% Add +4.0% 1,366 $274K
Flower City Capital 0.18% Reduce -6.4% 1,365 $273K
Keystone Financial Planning, Inc. 0.09% Reduce -0.1% 1,365 $273K
Ascension Capital Advisors, Inc. 0.15% No change 1,363 $273K
Riverwater Partners LLC 0.20% New 1,362 $273K
Baker Boyer National Bank 0.09% Add +12.4% 1,360 $272K
Adamsbrown Wealth Consultants LLC 0.11% Add +4.0% 1,357 $272K
Western Pacific Wealth Management, LP 0.20% Add +0.1% 1,357 $272K
Hanover Advisors Inc. 0.11% Add +13.7% 1,355 $271K
Kwmg, LLC 0.03% Reduce -4.2% 1,354 $271K
Kennedy Capital Management LLC 0.01% Add +0.3% 1,354 $271K
Hill Island Financial LLC 0.09% Reduce -21.6% 1,354 $271K
Creekmur Asset Management LLC 0.09% Add +13.6% 1,349 $270K
Cascade Wealth Advisors, Inc 0.23% — 1,468 $268K
Edmp, Inc. 0.22% Add +2.8% 1,337 $268K
Lifestyle Asset Management, Inc. 0.16% Reduce -16.5% 1,337 $268K
Sonoma Private Wealth LLC 0.43% Reduce -16.5% 1,336 $268K
Corbyn Investment Management Inc. 0.12% Reduce -1.0% 1,336 $268K
Cadent Capital Advisors, LLC 0.11% Add +0.2% 1,334 $267K
Fortress Wealth Management, Inc. 0.14% No change 1,330 $266K
Gladius Capital Management LP 0.26% New 1,324 $265K
Sterling Manor Financial, LLC 0.20% New 1,316 $264K
Joseph P. Lucia & Associates, LLC 0.14% Add +3.0% 1,310 $262K
Coyle Financial Counsel LLC 0.09% Add +5.9% 1,309 $262K
Arrowroot Family Office, LLC 0.17% Reduce -2.3% 1,309 $262K
Valtinson Bruner Financial Planning LLC 0.11% Add +0.1% 1,308 $262K
Manatuck Hill Partners, LLC 0.12% New 1,305 $261K
Golden Road Advisors LLC 0.22% Reduce -4.0% 1,304 $261K
Northwest Capital Management Inc 0.08% No change 1,304 $261K
Essential Planning, LLC. 0.13% No change 1,534 $261K
Madrona Financial Services, LLC 0.09% New 1,301 $261K
PARK CIRCLE Co 0.24% Reduce -80.9% 1,300 $260K
Clearwater Capital Advisors, LLC 0.03% Reduce -5.9% 1,300 $260K
Dentgroup LLC 0.22% Add +0.5% 1,299 $260K
Aspect Partners, LLC 0.20% Reduce -3.1% 1,292 $259K
Truepoint, Inc. 0.01% Reduce -71.2% 1,292 $259K
AJOVista, LLC 0.70% No change 1,291 $259K
Eaton-Cambridge Inc. 0.14% Reduce -2.0% 1,289 $258K
Analyst IMS Investment Management Services Ltd. 0.01% New 1,289 $258K
FinDec Wealth Services, Inc. 0.16% Add +2.5% 1,287 $258K
BlueCrest Capital Management Ltd 0.13% Reduce -91.0% 1,285 $257K
Tilson Financial Group, Inc. 0.14% Reduce -2.1% 1,284 $257K
Dodds Wealth, LLC 0.10% Add +6.4% 1,283 $257K
Scott Capital Advisors, LLC 0.08% Add +1.8% 1,302 $257K
Avion Wealth 0.07% Add +7.6% 1,276 $256K
West Wealth Group, LLC 0.09% Add +0.3% 1,276 $256K
Prentiss Smith & Co. Inc. 0.18% No change 1,269 $254K
Horizon Investment Services, LLC 0.12% Reduce -0.9% 1,260 $253K
Coston, McIsaac & Partners 0.08% Reduce -4.0% 1,258 $252K
4J Wealth Management LLC 0.22% No change 1,252 $251K
WPWealth LLP 0.06% New 1,251 $251K
G2 Capital Management, LLC / Oh 0.08% No change 1,246 $250K
Hubbell Strickland Wealth Management, LLC 0.13% Reduce -0.7% 1,237 $248K
Epic Trust Investment Advisors, LLC 0.30% New 1,234 $247K
Versant Capital Management, Inc 0.07% Reduce -37.5% 1,233 $247K
Flaharty Asset Management, LLC 0.04% Add +2.8% 1,232 $247K
Clear Point Advisors Inc. 0.20% Reduce -1.1% 1,230 $246K
FMB Wealth Management 0.20% No change 1,228 $246K
Plotkin Financial Advisors, LLC 0.16% Reduce -2.9% 1,228 $246K
Kuhn & Co Investment Counsel 0.23% No change 1,222 $245K
WFA Asset Management Corp 0.13% Add +51.2% 1,216 $244K
First Wilshire Securities Management Inc. 0.07% Reduce -11.6% 1,215 $243K
Crane Advisory, LLC 0.05% No change 1,240 $243K
ORG Partners LLC 0.46% Reduce -91.9% 1,218 $243K
Paradigm, Strategies in Wealth Management, LLC 0.15% Add +0.2% 1,211 $243K
Kingdom Financial Group LLC. 0.17% Reduce -67.2% 1,209 $242K
Prairiewood Capital, LLC 0.11% Add +1.7% 1,207 $242K
Redwood Financial Network Corp 0.21% Reduce -6.6% 1,203 $241K
Envoi LLC 0.57% New 1,201 $241K
Physician Wealth Advisors, Inc. 0.05% New 1,326 $240K
Valued Retirements, Inc. 0.38% No change 1,196 $240K
Significant Wealth Partners LLC 0.16% Reduce -16.0% 1,196 $240K
SMART Wealth LLC 0.11% No change 1,191 $239K
BCM Advisors, LLC 0.06% New 1,235 $238K
Muirfield Wealth Advisors LLC 0.23% New 1,188 $238K
Sentinel Pension Advisors, LLC 0.05% Add +0.1% 1,184 $237K
Intrepid Capital Management Inc. 0.15% No change 1,178 $236K
Outlook Wealth Advisors, LLC 0.07% New 1,178 $236K
Rooted Wealth Advisors, Inc. 0.12% New 1,180 $235K
Ogorek Anthony Joseph /NY/ 0.08% No change 1,175 $235K
WorthPointe, LLC 0.12% Reduce -42.6% 1,171 $235K
Raffa Wealth Management, LLC 0.07% Reduce -0.5% 1,170 $234K
Quest Investment Management LLC 0.03% New 1,170 $234K
CBIZ Investment Advisory Services, LLC 0.02% New 1,169 $234K
CCG Wealth Management, LLC 0.14% New 1,167 $234K
Auxier Asset Management LLC 0.04% New 1,163 $233K
FWG Investments, LLC. 0.25% New 1,162 $233K
AIFG Consultants Ltd. 0.17% New 1,160 $232K
MTM Financial Group, LLC 0.15% New 1,157 $232K
Advisory Resource Group 0.05% New 1,157 $232K
Leeward Financial Partners, LLC 0.10% New 1,156 $232K
Geometric Wealth Advisors 0.05% New 1,153 $231K
ESL Trust Services, LLC 0.06% New 1,150 $230K
Prospect Hill Management, LLC 0.15% New 1,150 $230K
Philip James Wealth Mangement, LLC 0.16% New 1,140 $228K
AAF Wealth Management, LLC 0.13% Reduce -13.1% 1,138 $228K
Cypress Point Wealth Management, LLC 0.12% New 1,136 $228K
Eastover Investment Advisors LLC 0.11% New 1,135 $227K
Caerus Investment Advisors, LLC 0.22% New 1,133 $227K
Towerpoint Wealth, LLC 0.11% New 1,133 $227K
Heritage Wealth Management, Inc. 0.23% Add +2.4% 1,132 $227K
Brogan Financial, Inc. 0.15% New 1,129 $226K
Kelman-Lazarov, Inc. 0.04% New 1,127 $226K
Stone House Investment Management, LLC 0.05% Add +622.4% 1,127 $226K
Rock Point Advisors, LLC 0.07% New 1,124 $225K
Afg Fiduciary Services Limited Partnership 0.17% Reduce -4.4% 1,140 $225K
Mendota Financial Group, LLC 0.13% Reduce -28.3% 1,119 $224K
Treasure Coast Financial Planning 0.15% New 1,114 $223K
Stonehearth Capital Management, LLC 0.10% New 1,114 $223K
RE Dickinson Investment Advisors, LLC 0.14% No change 1,115 $223K
First Pacific Financial 0.06% Reduce -45.7% 1,113 $223K
FOCUS Wealth Advisors, LLC 0.12% New 1,111 $223K
FMFE Wealth Management, LLC 0.20% New 1,110 $222K
PFS Partners, LLC 0.15% Add +0.2% 1,102 $221K
Foguth Wealth Management, LLC. 0.12% — 1,099 $220K
Spectrum Investment Advisors, Inc. 0.16% New 1,097 $220K
Sharp Wealth Advisory, LLC 0.20% New 1,094 $219K
MA Private Wealth 0.04% New 1,093 $219K
Coho Partners, Ltd. 0.01% New 1,088 $218K
Blackston Financial Advisory Group, LLC 0.14% Reduce -53.9% 1,088 $218K
Oak Ridge Investments LLC 0.02% Reduce -30.6% 1,087 $218K
Renaissance Investment Group LLC 0.05% Reduce -19.9% 1,085 $217K
Financial Network Wealth Advisors LLC 0.22% New 1,084 $217K
Strata Wealth Advisors, LLC 0.08% Reduce -8.1% 1,083 $217K
Enzi Wealth 0.10% New 1,183 $216K
Capstone Capital LLC 0.19% New 1,080 $216K
Brand Asset Management Group, Inc. 0.09% New 1,080 $216K
Burns Matteson Capital Management, LLC 0.14% New 1,078 $216K
Life Planning Partners, Inc 0.21% Add +0.9% 1,077 $216K
Penobscot Wealth Management 0.14% New 1,072 $215K
Annandale Capital, LLC 0.05% New 1,075 $215K
Tradewinds Capital Management, LLC 0.06% Reduce -0.3% 1,069 $214K
Epiq Partners, LLC 0.14% New 1,068 $214K
Templeton & Phillips Capital Management, LLC 0.20% New 1,065 $213K
Greenspring Advisors, LLC 0.05% New 1,065 $213K
Capstone Wealth Management Group, LLC 0.15% New 1,065 $213K
Satovsky Asset Management LLC 0.06% Reduce -3.5% 1,157 $213K
Capasso Planning Partners LLC 0.09% New 1,064 $213K
Parkside Advisors LLC 0.05% New 1,064 $213K
Lesa Sroufe & Co 0.20% New 1,061 $213K
Innova Wealth Partners 0.16% New 1,060 $212K
Capital Wealth Alliance, LLC 0.13% New 1,059 $212K
McClarren Financial Advisors, Inc. 0.15% Add +0.4% 1,058 $212K
Olympiad Research LP 0.14% New 1,057 $212K
Orgel Wealth Management, LLC 0.01% Reduce -34.8% 1,055 $211K
Comprehensive Financial Management LLC 0.01% New 1,053 $211K
Rappaport Reiches Capital Management, LLC 0.07% New 1,053 $211K
EWG Elevate Inc. 0.08% New 1,051 $211K
Instrumental Wealth, LLC 0.09% New 1,054 $210K
Hilltop Wealth Advisors, LLC 0.11% New 1,048 $210K
25 LLC 0.10% New 1,047 $210K
Newton One Investments LLC 0.09% Add +0.6% 1,047 $210K
SWP Financial LLC 0.15% New 1,042 $209K
O'Connor Financial Group LLC 0.12% New 1,042 $209K
DDD Partners, LLC 0.03% New 1,040 $208K
O'Brien Wealth Partners LLC 0.05% Reduce -10.9% 1,039 $208K
DGS Capital Management, LLC 0.06% New 1,038 $208K
Private Advisory Group LLC 0.03% New 1,038 $208K
Ratio Wealth Group 0.04% New 1,025 $205K
Fernwood Investment Management, LLC 0.06% New 1,021 $205K
City Center Advisors, LLC 0.24% — 1,019 $204K
IAG Wealth Partners, LLC 0.04% Reduce -1.5% 1,015 $203K
Clark Asset Management, LLC 0.06% New 1,013 $203K
MAS Advisors LLC 0.23% New 1,011 $203K
Standard Family Office LLC 0.27% New 1,011 $203K
Pring Turner Capital Group Inc. 0.15% New 1,008 $202K
Lavaca Capital LLC 0.12% New 1,007 $202K
Legend Financial Advisors, Inc. 0.15% Add +1.8% 1,006 $202K
PrairieView Partners, LLC 0.02% No change 1,000 $201K
Triton Wealth Management, PLLC 0.14% New 1,047 $200K
StoneCrest Wealth Management, Inc. 0.17% New 1,000 $200K
BOCHK Asset Management Ltd 0.07% No change 1,000 $200K
Brandywine Trust Co. 0.03% New 1,000 $200K
Garrison Bradford & Associates Inc. 0.21% New 1,000 $200K
Stonebridge Capital Management Inc. 0.09% New 1,000 $200K
WealthCollab, LLC 0.14% Add +64.5% 969 $194K
AlphaCentric Advisors LLC 0.12% Reduce -11.6% 969 $194K
Timber Creek Capital Management LLC 0.06% No change 950 $190K
FWL Investment Management, LLC 0.10% Add +15.9% 949 $190K
Virtus Investment Advisers, LLC 0.14% Reduce -9.6% 940 $188K
Headlands Technologies LLC 0.05% Add +442.8% 939 $188K
Cornerstone Planning Group LLC 0.06% Reduce -2.7% 957 $182K
Fairman Group, LLC 0.17% No change 899 $180K
Scarborough Advisors, LLC 0.08% Reduce -1.8% 880 $176K
HBC Financial Services, PLLC 0.12% Reduce -10.0% 895 $171K
Macroview Investment Management LLC 0.19% No change 842 $169K
Paloma Partners Management Co 0.03% Reduce -91.6% 827 $166K
TD Capital Management LLC 0.02% Add +6.4% 827 $166K
University of Texas/Texas Am Investment Management Co. 0.05% No change 971 $165K
Financial Avengers, Inc. 0.09% Add +9.0% 821 $163K
Sander Capital Advisors Inc. 0.08% Add +2.6% 800 $160K
Advantage Trust Co 0.12% No change 790 $158K
Financial Synergies Wealth Advisors, Inc. 0.02% Add +126.2% 787 $158K
Global Assets Advisory, LLC 0.09% New 779 $155K
Pingora Partners LLC 0.11% New 765 $153K
Valued Wealth Advisors LLC 0.11% Add +56.0% 763 $153K
Black Cypress Capital Management, LLC 0.14% — 735 $147K
MidAtlantic Capital Management, Inc. 0.13% Reduce -5.9% 730 $146K
Rakuten Securities, Inc. 0.06% Add +178.5% 727 $146K
Guardian Wealth Management, Inc. 0.11% Add +0.6% 725 $145K
Moisand Fitzgerald Tamayo, LLC 0.02% Reduce -4.7% 712 $143K
Disciplina Capital Management LLC 0.02% Add +0.7% 684 $137K
Maryland Capital Advisors Inc. 0.08% No change 678 $136K
Dunhill Financial, LLC 0.10% Add +6.6% 663 $133K
Evolution Advisers, Inc. 0.08% No change 651 $131K
Glass Jacobson Investment Advisors llc 0.05% No change 622 $125K
DecisionPoint Financial, LLC 0.05% No change 610 $118K
Riggs Asset Managment Co. Inc. 0.03% Add +6.0% 585 $117K
Broadwater Capital Management LLC 0.09% No change 581 $116K
Acima Private Wealth, LLC 0.04% No change 569 $114K
Valley Forge Investment Consultants Inc. Adv 0.04% No change 563 $113K
EnRich Financial Partners LLC 0.04% New 562 $113K
Jupiter Wealth Management LLC 0.06% Reduce -92.0% 574 $112K
Horrell Capital Management, Inc. 0.03% No change 548 $110K
Main Street Group, LTD 0.05% Reduce -1.7% 529 $105K
Transcendent Capital Group LLC 0.06% Add +68.3% 525 $105K
Global Wealth Strategies & Associates 0.04% No change 515 $103K
Cubist Systematic Strategies, LLC 0.00% Reduce -82.5% 511 $102K
TFO Wealth Partners, LLC 0.02% Reduce -50.2% 509 $102K
Cutler Capital Management, LLC 0.05% New 500 $100K
Horizon Financial Services, LLC 0.06% New 484 $97K
Davis Capital Management 0.08% Add +6.6% 467 $93K
Nordwand Advisors, LLC 0.03% No change 439 $88K
Miller Wealth Advisors, LLC 0.05% Reduce -3.4% 430 $86K
Bay Harbor Wealth Management, LLC 0.03% Reduce -0.7% 427 $86K
Pineridge Advisors LLC 0.03% Reduce -52.1% 415 $83K
Hoese & Co LLP 0.08% No change 445 $83K
Signature Resources Capital Management, LLC 0.08% No change 486 $83K
Red Tortoise LLC 0.05% Add +19.9% 410 $82K
Marquette Asset Management, LLC 0.01% No change 400 $80K
FRG Family Wealth Advisors LLC 0.02% New 415 $80K
Impact Partnership Wealth, LLC 0.03% Reduce -24.3% 380 $76K
Robbins Farley 0.04% Reduce -10.4% 377 $76K
Iron Horse Wealth Management, LLC 0.03% Reduce -9.6% 375 $75K
REAP Financial Group, LLC 0.02% Reduce -81.2% 371 $74K
FSC Wealth Advisors, LLC 0.05% Add +0.8% 361 $72K
Pacific Capital Wealth Advisors, Inc. 0.02% Add +18.4% 347 $70K
True Wealth Design, LLC 0.02% Reduce -13.7% 334 $67K
Tidemark, LLC 0.04% Add +0.3% 330 $66K
Redmont Wealth Advisors LLC 0.09% Reduce -72.1% 328 $66K
TruNorth Capital Management, LLC 0.02% — 321 $64K
Tanaka Capital Management Inc. 0.16% Reduce -3.6% 319 $64K
Cedar Mountain Advisors, LLC 0.02% Reduce -9.8% 313 $63K
Westend Capital Management, LLC 0.02% — 292 $58K
DiNuzzo Private Wealth, Inc. 0.01% Add +0.3% 291 $58K
Bromfield Sneider Wealth Advisors 0.04% No change 290 $58K
Navera Investment Management Ltd. 0.00% Reduce -85.0% 280 $56K
Tanglewood Legacy Advisors, LLC 0.03% Add +5.0% 273 $55K
Bear Mountain Capital, Inc. 0.02% No change 302 $54K
Tower View Wealth Management LLC 0.03% Reduce -3.6% 271 $54K
Creative Capital Management Investments LLC 0.03% No change 267 $53K
VitalStone Financial, LLC 0.04% No change 253 $51K
Palouse Capital Management, Inc. 0.03% New 250 $50K
Horizons Wealth Management 0.03% No change 278 $47K
Stuart Chaussee & Associates, Inc. 0.01% No change 235 $47K
Vermillion & White Wealth Management Group, LLC 0.04% No change 234 $47K
Grayhawk Investment Strategies Inc. 0.04% No change 222 $44K
Ulland Investment Advisors, LLC 0.03% No change 209 $42K
Partnership Wealth Management, LLC 0.03% No change 207 $41K
Briaud Financial Planning Inc 0.02% New 200 $41K
Kathleen S. Wright Associates Inc. 0.02% New 200 $40K
Financial Connections Group, Inc. 0.04% Reduce -84.0% 197 $40K
Mowery & Schoenfeld Wealth Management, LLC 0.08% Reduce -3.9% 197 $39K
Bare Financial Services, Inc 0.04% No change 203 $39K
Davidson Capital Management Inc. 0.01% New 186 $37K
Lummis Asset Management, LP 0.05% No change 182 $36K
Robinswood Financial LLC 0.01% No change 174 $35K
Richardson Capital Management LLC 0.03% New 170 $34K
ClariVest Asset Management LLC 0.00% Add +29.0% 169 $34K
Delos Wealth Advisors, LLC 0.04% Reduce -22.5% 165 $33K
Retirement Group, LLC 0.01% Add +227.1% 157 $31K
Lowe Wealth Advisors, LLC 0.01% No change 150 $30K
Your Advocates Ltd., LLP 0.01% Add +200.0% 150 $30K
Carolina Wealth Advisors, LLC 0.02% Add +40.4% 139 $28K
Strengthening Families & Communities, LLC 0.02% Add +0.8% 133 $27K
Clear Investment Research, LLC 0.04% Reduce -3.6% 134 $27K
New England Capital Financial Advisors LLC 0.01% No change 130 $26K
Breakwater Investment Management 0.01% — 127 $25K
Clarity Asset Management, Inc. 0.02% No change 122 $25K
Morton Brown Family Wealth, LLC 0.01% Reduce -60.2% 115 $23K
Goodman Advisory Group, LLC 0.01% No change 93 $19K
PFG Private Wealth Management, LLC 0.01% No change 68 $14K
WestEnd Advisors, LLC 0.00% Add +19.6% 67 $13K
Exchange Traded Concepts, LLC 0.00% Reduce -90.4% 66 $13K
BBJS Financial Advisors, LLC 0.00% New 50 $10K
Financial Gravity Asset Management, Inc. 0.00% Reduce -91.7% 49 $9K
Friedenthal Financial 0.01% New 45 $9K
Activest Wealth Management 0.00% Reduce -91.5% 37 $7K
PayPay Securities Corp 0.32% Reduce -21.9% 32 $6K
JDM Financial Group LLC 0.00% No change 29 $6K
Quarry LP 0.00% Reduce -77.7% 29 $6K
Kessler Investment Group, LLC 0.00% Reduce -99.7% 26 $5K
Abich Financial Wealth Management LLC 0.00% New 26 $5K
Caitlin John, LLC 0.00% Reduce -4.5% 21 $4K
Sanctuary Wealth Management, L.L.C. 0.00% No change 20 $4K
IFS Advisors, LLC 0.00% No change 10 $2K
EntryPoint Capital, LLC 0.00% Reduce -99.3% 1 $200

"% of holder's portfolio" is JPM's weight in each manager's 13F, not the share of JPMorgan Chase & Co. the manager owns.