JPMorgan Chase &JPM

13F holders, Q2 2024 (June 30)
4,176holders +60
129new positions
85sold out
16famous investors
$202.18avg. 13F price*

At the end of Q2 2024, 4,176 institutions reported holding JPMorgan Chase & Co. (JPM) in their 13F filings, up 60 from Q1 2024. 129 opened new positions and 85 sold out. The largest holders were Vanguard Group Inc. ($54.9B), BlackRock Inc. ($40.2B) and State Street Corp. ($25.5B). 16 famous investors held it, including Tom Russo (3.2% of Gardner Russo & Quinn's portfolio), Andreas Halvorsen (2.3% of Viking Global Investors'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 → Q2 2024

InstitutionsTotal Value
New Positions129$1.1B
Exits85$968.1M

All 13F filers, Q1 2024 → Q2 2024: 54,787,600 shares bought and 64,009,171 shares sold, net −9,221,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4,176 holders

Vanguard Group Inc. 1.05% Add +0.1% 271,363,437 $54.9B
BlackRock Inc. 0.91% Add +1.3% 198,690,032 $40.2B
State Street Corp. 1.11% Add +0.0% 125,887,597 $25.5B
Morgan Stanley 1.07% Add +2.2% 68,208,898 $13.8B
Geode Capital Management, LLC 1.02% Add +1.6% 57,838,356 $11.7B
FMR LLC 0.69% Reduce -4.1% 53,105,266 $10.7B
Bank of America Corp. 1.00% Add +0.8% 51,423,097 $10.4B
Norges Bank 1.12% Add +0.9% 37,055,325 $7.5B
Capital World Investors 1.21% Add +6.7% 36,724,075 $7.4B
Wellington Management Group LLP 1.30% Reduce -7.9% 35,899,862 $7.3B
Capital International Investors 1.49% Reduce -15.6% 35,681,380 $7.2B
T. Rowe Price Associates Inc. 0.75% Reduce -1.7% 30,959,868 $6.3B
Northern Trust Corp. 1.04% Reduce -0.5% 30,618,210 $6.2B
Massachusetts Financial Services Co. 1.74% Reduce -3.0% 27,956,333 $5.7B
Bank of New York Mellon Corp 1.05% Reduce -2.1% 27,304,295 $5.5B
Wells Fargo & Company 1.29% Reduce -0.9% 24,718,172 $5.0B
Royal Bank of Canada 1.20% Reduce -5.5% 24,567,361 $5.0B
Ameriprise Financial Inc. 1.29% Reduce -0.7% 23,447,394 $4.7B
Dimensional Fund Advisors LP 1.20% Add +4.8% 22,696,963 $4.6B
Charles Schwab Investment Management Inc. 0.78% Reduce -0.1% 20,214,263 $4.1B
Capital Research Global Investors 0.89% Add +16.1% 19,960,723 $4.0B
UBS Group AG 1.17% Add +7.0% 18,831,629 $3.8B
Legal & General Group Plc 1.06% Reduce -0.8% 18,628,099 $3.8B
Goldman Sachs Group Inc. 0.72% Add +11.7% 18,289,931 $3.7B
Nuveen Asset Management, LLC 1.02% Add +0.1% 17,156,765 $3.5B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.86% Add +27.2% 14,782,327 $3.0B
Franklin Resources Inc. 0.88% Reduce -4.0% 14,056,904 $2.8B
Invesco Ltd. 0.57% Add +0.1% 13,250,617 $2.7B
Deutsche Bank AG 1.18% Reduce -0.0% 12,941,635 $2.6B
Fisher Asset Management 1.12% Add +4.0% 12,740,431 $2.6B
Barclays PLC 0.96% Reduce -6.3% 10,331,868 $2.1B
Neuberger Berman Group LLC 1.65% Reduce -2.8% 9,931,256 $2.0B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2.08% Reduce -33.1% 9,263,716 $1.9B
Raymond James & Associates 1.22% Reduce -1.7% 9,162,328 $1.9B
Boston Partners 2.27% Reduce -0.5% 9,013,108 $1.8B
HSBC Holdings PLC 1.10% Add +8.4% 8,439,992 $1.7B
Sanders Capital, LLC 2.52% Add +1.0% 8,145,072 $1.6B
Bank of Montreal 0.48% Reduce -11.6% 7,764,577 $1.6B
Arrowstreet Capital, Limited Partnership 1.38% Add +7.8% 7,751,602 $1.6B
Clearbridge Investments, LLC 1.23% Reduce -1.3% 7,458,056 $1.5B
Envestnet Asset Management Inc. 0.51% Add +2.2% 7,286,705 $1.5B
PNC Financial Services Group, Inc. 0.94% Reduce -1.7% 6,953,365 $1.4B
Janus Henderson Group PLC 0.74% Reduce -2.2% 6,871,206 $1.4B
Sumitomo Mitsui Trust Group, Inc. 1.01% Reduce -6.8% 6,756,283 $1.4B
California Public Employees Retirement System 0.95% Add +0.4% 6,381,350 $1.3B
Alliancebernstein L.P. 0.44% Reduce -5.5% 6,178,724 $1.2B
Amundi 0.47% Add +16.9% 5,832,728 $1.2B
Bessemer Group Inc. 2.10% Reduce -1.1% 5,895,252 $1.2B
Baird Financial Group, Inc. 2.45% Add +2.4% 5,840,769 $1.2B
Schroder Investment Management Group 1.28% Add +8.8% 5,708,641 $1.2B
Principal Financial Group Inc. 0.68% Reduce -4.2% 5,641,641 $1.1B
Primecap Management Co. 0.82% Add +8.4% 5,582,865 $1.1B
Rhumbline Advisers 1.03% Reduce -1.6% 5,417,473 $1.1B
Unisphere Establishment 10.97% Reduce -5.1% 5,386,000 $1.1B
TD Asset Management Inc 0.89% Reduce -1.1% 4,702,832 $951.2M
California State Teachers Retirement System 1.15% Reduce -0.7% 4,641,943 $938.9M
National Pension Service 1.06% Add +1.3% 4,561,846 $922.7M
Raymond James Financial Services Advisors, Inc. 1.24% Add +0.8% 4,306,100 $871.0M
American Century Companies Inc. 0.53% Add +0.6% 4,287,481 $867.2M
Swedbank AB 1.15% Add +6.2% 4,243,732 $858.3M
Stifel Financial Corp. 0.96% Reduce -1.8% 4,224,978 $854.6M
JPMorgan Chase & Co. 0.07% Add +4.4% 4,131,045 $835.5M
New York State Common Retirement Fund 1.07% Reduce -1.8% 4,020,574 $813.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.98% Add +11.2% 3,972,586 $803.5M
US Bancorp \de 1.08% Reduce -0.8% 3,931,097 $795.1M
APG Asset Management N.V. 1.38% Add +1.6% 4,097,648 $773.3M
Ensign Peak Advisors, Inc 1.38% Reduce -3.4% 3,721,535 $752.7M
Corient Private Wealth LP 1.27% Reduce -1.6% 3,602,990 $728.8M
Citigroup Inc. 0.69% Add +19.7% 3,537,143 $715.4M
National Bank of Canada 1.10% Add +14.4% 3,454,154 $709.5M
LPL Financial LLC 0.35% Add +8.1% 3,479,561 $703.8M
DekaBank Deutsche Girozentrale 1.27% Add +2.0% 3,498,041 $703.3M
Prudential Financial Inc. 1.03% Add +1.7% 3,395,227 $686.7M
Canada Pension Plan Investment Board 0.67% Add +7.8% 3,350,105 $677.6M
Allianz Asset Management GmbH 1.07% Reduce -5.4% 3,282,646 $663.9M
Fayez Sarofim & Co 1.73% Reduce -3.8% 3,171,408 $641.4M
CIBC Private Wealth Group LLC 1.20% Reduce -1.1% 3,116,315 $639.4M
Robeco Institutional Asset Management B.V. 1.34% Add +5.3% 3,077,386 $622.4M
BNP Paribas Financial Markets 0.68% Reduce -4.7% 3,071,717 $621.3M
Viking Global Investors 2.34% New 3,009,822 $608.8M
FIL Ltd 0.58% Reduce -6.7% 2,887,069 $583.9M
Truist Financial Corp. 0.89% Add +0.4% 2,877,893 $582.1M
Mackenzie Financial Corp. 0.86% Reduce -1.3% 2,870,049 $580.5M
Victory Capital Management Inc. 0.58% Reduce -6.3% 2,825,003 $571.4M
State Board of Administration of Florida Retirement System 1.12% Reduce -10.6% 2,810,875 $568.5M
Manufacturers Life Insurance Company, The 0.53% Reduce -1.9% 2,770,526 $560.4M
Adage Capital Partners Gp, L.L.C. 1.03% Reduce -2.9% 2,755,866 $557.4M
1832 Asset Management L.P. 1.00% Reduce -22.3% 2,737,042 $553.6M
New York State Teachers Retirement System 1.15% Reduce -4.7% 2,704,923 $547.1M
HighTower Advisors, LLC 0.84% Reduce -2.8% 2,684,379 $542.3M
Nordea Investment Management AB 0.63% Add +1.6% 2,659,479 $537.0M
Rathbones Group PLC 2.89% Add +6.7% 2,624,880 $530.9M
Storebrand Asset Management As 1.75% Reduce -0.9% 2,609,634 $527.8M
Korea Investment CORP 1.31% Reduce -3.9% 2,561,797 $518.1M
Capital Wealth Planning, LLC 5.21% Add +26.7% 2,458,125 $497.2M
CANADA LIFE ASSURANCE Co 0.93% Add +3.0% 2,451,229 $496.4M
Mariner, LLC 0.96% Add +6.2% 2,435,601 $492.6M
Lord, Abbett & Co. LLC 1.62% Add +32.1% 2,424,027 $490.3M
Blair William & Co. 1.50% Add +8.4% 2,405,699 $486.6M
Bank Julius Baer & Co. Ltd, Zurich 1.80% Reduce -16.5% 2,140,505 $471.9M
Chevy Chase Trust Holdings, LLC 1.48% Reduce -2.0% 2,294,944 $464.2M
Natixis Advisors, LLC 1.00% Add +5.3% 2,271,241 $459.4M
Fifth Third Bancorp 1.73% Reduce -0.6% 2,243,020 $453.7M
Aberdeen Group plc 0.86% Reduce -4.4% 2,223,183 $449.7M
Voya Investment Management LLC 0.49% Reduce -14.7% 2,173,977 $439.7M
Royal London Asset Management Ltd. 1.12% Reduce -7.6% 2,170,490 $439.0M
M&T Bank Corp 1.47% Add +3.0% 2,125,289 $429.9M
Cincinnati Insurance Co. 6.72% No change 2,012,000 $406.9M
Brandywine Global Investment Management, LLC 3.05% Add +0.8% 1,999,695 $404.5M
King Luther Capital Management Corp. 1.83% Reduce -6.5% 1,990,353 $402.6M
Epoch Investment Partners, Inc. 1.79% Add +26.9% 1,934,233 $391.2M
Bahl & Gaynor LLC 2.19% Add +15.4% 1,933,591 $391.1M
Bank of Nova Scotia 0.77% Add +101.5% 1,931,215 $390.6M
Toronto Dominion Bank 0.60% Reduce -8.6% 1,855,752 $375.3M
Danske Bank A/S 1.38% Reduce -8.9% 1,852,990 $374.8M
Davis Selected Advisers 2.17% Reduce -42.7% 1,849,353 $374.1M
Healthcare of Ontario Pension Plan Trust Fund 1.11% Reduce -5.3% 1,840,586 $372.3M
Commonwealth Equity Services, LLC 0.59% Add +1.7% 1,831,170 $370.4M
Rockefeller Capital Management L.P. 1.05% Reduce -0.8% 1,818,177 $367.7M
Huntington National Bank 3.75% Reduce -3.1% 1,797,221 $363.5M
Janney Montgomery Scott LLC 1.10% Add +0.6% 1,779,043 $359.8M
Russell Investments Group, Ltd. 0.58% Reduce -5.1% 1,767,359 $357.1M
Keybank National Association 1.45% Reduce -2.0% 1,756,934 $355.4M
Focus Partners Wealth 1.18% Add +112.2% 1,729,171 $349.7M
Mairs & Power Inc. 3.37% Add +0.4% 1,723,515 $348.6M
Aviva PLC 0.98% Add +19.6% 1,721,320 $348.2M
UniSuper Management Pty Ltd 2.88% Add +5.0% 1,714,122 $346.7M
Menora Mivtachim Holdings LTD. 2.34% Add +1.6% 1,699,582 $343.8M
Thrivent Financial for Lutherans 0.69% Reduce -8.5% 1,692,532 $342.3M
Public Employees Retirement Association of Colorado 1.41% Add +12.6% 1,666,234 $337.0M
First Trust Advisors LP 0.34% Add +0.5% 1,661,420 $336.0M
Mitsubishi UFJ Trust & Banking Corp 0.80% Reduce -4.7% 1,661,045 $336.0M
State of Wisconsin Investment Board 0.88% Reduce -0.5% 1,638,841 $331.5M
Public Sector Pension Investment Board 2.03% Add +161.1% 1,579,898 $319.6M
Wealth Enhancement Advisory Services, LLC 0.75% Add +2.2% 1,564,186 $316.4M
Cullen Capital Management, LLC 3.53% Reduce -6.4% 1,513,906 $306.2M
Cerity Partners LLC 0.83% Reduce -7.4% 1,504,712 $304.3M
Haverford Trust Co 3.18% Reduce -1.8% 1,494,549 $302.3M
Gardner Russo & Quinn 3.19% Reduce -12.7% 1,492,835 $301.9M
Panagora Asset Management Inc. 1.52% Reduce -0.5% 1,489,782 $301.3M
Macquarie Group Ltd. 0.33% Add +14.8% 1,427,502 $288.5M
CI Investments Inc. 1.13% Reduce -1.4% 1,419,342 $287.1M
Jane Street Group, LLC 0.31% Add +131.0% 1,411,221 $285.4M
Caisse de depot et placement du Quebec 0.68% Add +26.3% 1,390,395 $281.2M
Scotia Capital Inc. 1.63% Add +1.2% 1,378,451 $278.8M
Jennison Associates LLC 0.18% Reduce -38.2% 1,370,812 $277.3M
Smead Capital Management, Inc. 4.31% Reduce -6.1% 1,361,980 $275.5M
Vaughan Nelson Investment Management, L.P. 2.52% Add +4.2% 1,347,524 $272.6M
Pictet Asset Management Holding SA 0.31% Reduce -4.5% 1,342,431 $271.5M
Cibc World Market Inc. 0.67% Add +10.5% 1,332,904 $269.6M
Public Employees Retirement System of Ohio 1.05% Reduce -5.4% 1,331,787 $269.4M
Asset Management One Co., Ltd. 1.01% Reduce -1.5% 1,307,247 $264.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.85% Add +6.1% 1,290,407 $261.0M
Glenmede Trust Co. NA 1.32% Add +1.2% 1,285,759 $260.1M
Treasurer of the State of North Carolina 1.08% Reduce -2.4% 1,262,880 $255.4M
Brown Advisory Inc. 0.33% Add +0.5% 1,261,611 $255.2M
Comerica Bank 1.05% Reduce -0.5% 1,252,169 $253.3M
DNB Asset Management AS 1.20% Add +8.3% 1,244,777 $251.8M
STRS Ohio 0.99% Reduce -7.7% 1,233,821 $249.6M
Handelsbanken Fonder AB 1.08% Add +2.1% 1,229,060 $248.6M
Skandinaviska Enskilda Banken AB (publ) 1.19% Add +44.2% 1,224,911 $247.7M
Commerce Bank 1.59% Reduce -0.1% 1,216,698 $246.1M
Zacks Investment Management 2.71% Add +4.3% 1,188,253 $240.3M
Great Lakes Advisors, LLC 2.13% Reduce -0.8% 1,185,291 $239.7M
Regions Financial Corp. 1.82% Add +1.4% 1,182,285 $239.1M
Loomis Sayles & Co. L P 0.32% Reduce -1.6% 1,158,000 $234.2M
State of Tennessee, Department of Treasury 0.85% Reduce -5.6% 1,137,101 $230.0M
Sarasin & Partners LLP 2.03% Add +45.2% 1,131,120 $228.8M
Eagle Asset Management Inc. 1.22% Add +2.3% 1,109,468 $227.9M
Nomura Asset Management Co. Ltd. 0.77% Add +3.4% 1,116,024 $225.9M
Creative Planning 0.24% Add +3.5% 1,104,369 $223.4M
OMERS ADMINISTRATION Corp 2.10% Reduce -7.3% 1,080,426 $218.5M
GQG Partners LLC 0.32% Add +2398.7% 1,059,069 $214.2M
State of New Jersey Common Pension Fund D 0.93% Reduce -36.1% 1,055,798 $213.5M
Boston Trust Walden Corp 1.58% Reduce -11.9% 1,051,777 $212.7M
KBC Group NV 0.64% Reduce -26.4% 1,048,110 $212.0M
Bradley Foster & Sargent Inc. 3.80% Reduce -0.7% 1,044,142 $211.2M
Paralel Advisors LLC 9.95% No change 1,028,000 $207.9M
JARISLOWSKY, FRASER Ltd 1.26% Reduce -7.4% 1,027,573 $207.8M
Retirement Systems of Alabama 0.79% Reduce -2.6% 1,012,924 $204.9M
Rafferty Asset Management, LLC 0.76% Reduce -0.7% 1,010,031 $204.3M
Empower Advisory Group, LLC 0.76% Reduce -0.8% 1,007,134 $203.7M
ACR Alpine Capital Research, LLC 6.29% Reduce -1.0% 1,006,985 $203.7M
Citadel Advisors 0.21% Reduce -69.6% 1,005,180 $203.3M
Thornburg Investment Management Inc. 2.86% Reduce -36.6% 1,002,171 $202.7M
DAVENPORT & Co LLC 1.26% Reduce -16.2% 991,677 $199.8M
Clark Capital Management Group, Inc. 1.47% Add +1.5% 986,983 $199.6M
Nisa Investment Advisors, LLC 1.25% Add +4.1% 984,434 $199.1M
Cibc World Markets Corp. 1.30% Reduce -10.9% 979,725 $198.2M
Northwestern Mutual Wealth Management Co. 0.19% Add +1.2% 976,620 $197.5M
Bristol John W & Co. Inc. 3.17% Reduce -2.2% 968,793 $195.9M
Pzena Investment Management LLC 0.68% Reduce -26.9% 960,532 $194.3M
Compagnie Lombard Odier SCmA 3.24% Add +0.5% 947,651 $191.7M
Osaic Holdings, Inc. 0.44% Reduce -7.7% 929,069 $188.0M
Two Sigma Advisers, LP 0.42% Add +323.6% 926,000 $187.3M
NorthCoast Asset Management LLC 1.60% Add +9.0% 925,453 $187.2M
Resona Asset Management Co.,Ltd. 1.13% Reduce -6.0% 925,256 $186.8M
Zurich Insurance Group Ltd 1.62% Reduce -16.5% 921,412 $186.4M
Susquehanna International Group, LLP 0.33% Reduce -25.5% 908,695 $183.8M
TD Waterhouse Canada Inc. 1.64% Add +2.1% 888,396 $182.8M
Cetera Investment Advisers 0.41% Reduce -9.8% 880,314 $178.1M
Credit Agricole S A 1.09% Add +186.9% 879,490 $177.9M
Westwood Holdings Group Inc. 1.46% Reduce -4.2% 877,379 $177.5M
AXA S.A. 0.52% Add +16.3% 855,468 $173.0M
Tredje AP-fonden 1.65% Add +0.7% 846,501 $171.2M
Arizona State Retirement System 1.12% Add +0.4% 832,637 $168.4M
LSV Asset Management 0.37% Reduce -3.0% 830,500 $168.0M
Douglas Lane & Associates, LLC 2.38% Reduce -3.0% 828,626 $167.6M
Homestead Advisers Corp 4.03% Reduce -8.6% 809,336 $163.7M
First Financial Bankshares Inc 3.74% Reduce -1.9% 807,226 $163.3M
MML Investors Services, LLC 0.66% Reduce -3.4% 802,137 $162.2M
Employees Retirement System of Texas 1.77% Add +2.9% 796,471 $161.1M
Bartlett & Co. Wealth Management LLC 2.43% Reduce -0.8% 790,793 $159.9M
State of Michigan Retirement System 0.82% Reduce -0.7% 786,431 $159.1M
Penserra Capital Management LLC 2.01% Add +52.3% 785,930 $159.0M
Allspring Global Investments Holdings, LLC 0.26% Add +0.9% 781,591 $158.1M
Sei Investments Co. 0.22% Add +1.7% 772,583 $156.3M
Quilter Plc 3.50% Reduce -0.9% 772,274 $156.2M
Ferguson Wellman Capital Management, Inc. 3.17% Reduce -1.8% 772,066 $156.2M
Cardano Risk Management B.V. 3.06% Add +24.1% 770,221 $155.8M
Capital Group Private Client Services, Inc. 1.56% Reduce -5.2% 770,190 $155.8M
Teacher Retirement System of Texas 0.88% Reduce -1.8% 768,220 $155.4M
MetLife Investment Management, LLC 0.92% Add +13.2% 765,881 $154.9M
James Hambro & Partners LLP 7.16% Add +0.1% 761,422 $154.1M
Los Angeles Capital Management LLC 0.55% Reduce -40.8% 761,591 $154.0M
AEGON ASSET MANAGEMENT UK Plc 2.14% Reduce -26.9% 752,295 $152.1M
Calamos Advisors LLC 1.07% Reduce -2.1% 751,836 $152.1M
Man Group plc 0.40% Add +106.8% 729,497 $147.5M
Welch & Forbes LLC 1.95% Reduce -1.1% 709,190 $146.4M
Millennium Management 0.12% Add +3.0% 722,485 $146.1M
Captrust Financial Advisors 0.47% Add +0.0% 721,964 $146.0M
Stonegate Investment Group, LLC 4.22% Add +0.8% 720,535 $145.7M
Corebridge Financial, Inc. 0.79% — 711,658 $143.9M
ProShare Advisors LLC 0.38% Add +5.0% 706,230 $142.8M
Gateway Investment Advisers LLC 1.61% Reduce -0.5% 703,056 $142.2M
D. E. Shaw & Co. 0.22% Add +68.9% 700,478 $141.7M
Kestra Advisory Services, LLC 0.77% Add +31.0% 678,241 $137.2M
Forsta Ap-Fonden 1.21% Reduce -7.8% 673,500 $136.2M
Natixis 0.86% Add +0.3% 671,412 $135.8M
Evercore Wealth Management, LLC 2.11% Add +5.3% 663,615 $134.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.56% Add +1.7% 653,817 $132.2M
Mn Services Vermogensbeheer B.V. 0.95% Reduce -4.4% 653,600 $132.2M
EP Wealth Advisors, LLC 1.40% Add +1.4% 649,478 $131.4M
Whittier Trust Co. 1.83% Add +1.1% 637,011 $128.8M
Pinebridge Investments, L.P. 1.04% Reduce -14.5% 636,875 $128.8M
Sanctuary Advisors, LLC 0.94% — 664,778 $128.6M
Atalanta Sosnoff Capital, LLC 2.89% Reduce -4.4% 633,275 $128.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.84% Reduce -0.6% 630,765 $127.6M
Peapack Gladstone Financial Corp. 1.96% Reduce -0.9% 630,202 $127.5M
Pinnacle Financial Partners Inc 2.72% Reduce -0.7% 630,836 $127.0M
Oppenheimer Asset Management Inc. 1.58% Add +15.1% 612,387 $123.9M
AQR Capital Management 0.19% Reduce -26.6% 608,086 $121.7M
Cambridge Investment Research Advisors, Inc. 0.44% Reduce -2.3% 592,618 $119.9M
IFM Investors Pty Ltd 1.19% Reduce -0.8% 580,960 $117.5M
Williams Jones Wealth Management, LLC. 1.45% Add +0.2% 579,027 $117.1M
Mirae Asset Global Investments Co., Ltd. 0.58% Reduce -39.2% 597,348 $117.1M
Amalgamated Bank 1.00% Reduce -3.1% 578,829 $117.1M
TCW Group Inc. 1.04% Add +20.1% 575,166 $116.3M
Cresset Asset Management, LLC 0.49% Add +16.0% 575,159 $116.3M
Factory Mutual Insurance Co. 1.32% Reduce -1.2% 572,425 $115.8M
Disciplina Capital Management LLC 19.13% Add +142062.6% 972,392 $115.5M
Varma Mutual Pension Insurance Co 0.93% Reduce -3.6% 570,111 $115.3M
Morningstar Investment Services LLC 1.25% Reduce -0.7% 578,145 $115.1M
Agf Management Ltd. 0.64% Reduce -2.8% 564,222 $114.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.29% Reduce -6.2% 562,898 $113.9M
Connor, Clark & Lunn Investment Management Ltd. 0.48% Add +626.1% 562,352 $113.7M
Capital Advisors Inc. 2.35% Add +1.8% 561,639 $113.6M
Steward Partners Investment Advisory, LLC 1.19% Reduce -1.8% 559,342 $113.1M
Bridges Investment Management Inc. 1.72% Add +131.9% 558,620 $113.0M
Mercer Global Advisors Inc. 0.30% Add +4.0% 640,488 $111.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.67% Add +58.8% 550,119 $111.3M
Investment Management Corp of Ontario 3.01% Reduce -2.9% 549,463 $111.1M
Czech National Bank 1.27% Add +7.6% 547,224 $110.7M
NewEdge Advisors, LLC 0.80% Add +17.4% 543,999 $110.0M
Assetmark, Inc. 0.34% Add +254.4% 539,980 $109.2M
Tiaa Trust, National Association 0.33% Add +7.0% 535,663 $108.3M
Federation des caisses Desjardins du Quebec 0.56% Add +5.0% 520,530 $105.3M
Capital International, Inc. 1.39% Reduce -3.9% 516,867 $104.5M
Acadian Asset Management LLC 0.32% Add +160.4% 516,859 $104.5M
Commerzbank Aktiengesellschaft 3.45% Add +0.6% 516,741 $104.5M
LGT Group Foundation 1.62% Reduce -3.0% 506,145 $102.4M
Wilkinson Global Asset Management LLC 6.39% Reduce -1.1% 505,269 $102.2M
Consulta Ltd 6.89% Reduce -16.7% 500,000 $101.1M
Teachers Retirement System of the State of Kentucky 0.91% Reduce -0.6% 499,959 $101.1M
Candriam S.C.A. 0.61% Add +2.2% 496,823 $100.5M
Crawford Investment Counsel Inc. 1.92% Reduce -18.4% 496,720 $100.5M
UMB Bank, n.a. 1.64% Reduce -0.5% 494,711 $100.1M
Nissay Asset Management Corp. /Japan 0.66% Reduce -34.8% 494,417 $100.0M
Mawer Investment Management Ltd. 0.47% Reduce -13.6% 488,926 $98.9M
Sculptor Capital LP 3.12% Reduce -9.3% 486,300 $98.4M
Staley Capital Advisers Inc. 4.47% Reduce -1.0% 480,648 $97.2M
O'shaughnessy Asset Management, LLC 0.99% Add +10.7% 473,264 $95.7M
Utah Retirement Systems 1.13% Reduce -5.8% 472,269 $95.5M
Basswood Capital Management, L.L.C. 6.17% No change 469,496 $95.0M
CIBC Asset Management Inc 0.34% Reduce -3.5% 468,905 $94.8M
Federated Hermes, Inc. 0.22% Reduce -25.4% 466,259 $94.3M
USS Investment Management Ltd 0.75% Add +2.3% 464,925 $94.1M
QRG Capital Management, Inc. 1.11% Add +6.2% 462,615 $93.6M
Sapient Capital LLC 1.94% Add +23.2% 459,755 $93.0M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 1.04% — 457,314 $92.5M
Pinnacle Associates Ltd. 1.45% Reduce -3.1% 457,014 $92.4M
Pathstone Holdings, LLC 0.42% Add +0.6% 454,876 $92.0M
IMC-Chicago, LLC 2.93% New 451,442 $91.3M
MUFG Securities EMEA plc 4.06% New 449,999 $91.0M
Financial Counselors Inc. 1.46% Reduce -1.6% 449,734 $91.0M
SG Americas Securities, LLC 0.58% Add +16.7% 441,496 $89.3M
Advisors Capital Management, LLC 1.56% Add +1.0% 440,257 $89.0M
AE Wealth Management LLC 0.89% Add +20.5% 439,399 $88.9M
Cooke & Bieler LP 0.85% Reduce -3.9% 437,314 $88.5M
Stock Yards Bank & Trust Co. 2.92% Reduce -3.1% 436,471 $88.3M
Manning & Napier Advisors LLC 0.99% — 433,384 $87.7M
Gabelli Funds LLC 0.67% Reduce -1.6% 431,147 $87.2M
Beck Mack & Oliver LLC 1.80% Add +0.1% 430,114 $87.0M
Ofi Invest Asset Management 2.30% Reduce -0.5% 459,562 $86.7M
Glenview Trust Co 1.71% Add +0.1% 421,034 $85.2M
Daiwa Securities Group Inc. 0.46% Add +13.5% 420,057 $85.0M
Berkshire Asset Management LLC 4.23% Add +5.3% 419,868 $84.9M
Yousif Capital Management, LLC 0.96% Reduce -2.7% 419,005 $84.7M
Employees Provident Fund Board 1.36% Reduce -4.8% 418,831 $84.7M
Park National Corp. 3.13% Reduce -6.2% 418,182 $84.6M
Xponance LLC 0.86% Reduce -7.2% 415,902 $84.1M
D.A. Davidson & Co. 0.74% Add +0.3% 409,906 $82.9M
Border to Coast Pensions Partnership Ltd 1.95% Reduce -3.4% 408,929 $82.7M
Rwa Wealth Partners, LLC 1.09% Reduce -1.3% 407,218 $82.4M
Curi Capital, LLC 1.97% Reduce -6.7% 406,636 $82.2M
HRT Financial LP 0.46% Add +223.0% 406,639 $82.2M
AMF Tjanstepension AB 0.61% Reduce -58.2% 404,334 $81.8M
BI Asset Management Fondsmaeglerselskab A/S 1.34% Add +1.4% 403,675 $81.6M
E. Ohman J:or Asset Management AB 2.02% Reduce -0.7% 402,774 $81.5M
Guidance Point Advisors, LLC 26.47% Add +0.0% 401,743 $81.3M
Hardy Reed LLC 8.14% Add +4.8% 400,801 $81.1M
Associated Banc-Corp 2.51% Add +0.2% 398,243 $80.5M
Groupama Asset Managment 1.10% Add +1.9% 398,147 $80.5M
Beacon Pointe Advisors, LLC 0.95% Reduce -2.5% 394,968 $79.9M
New York Life Investment Management LLC 0.80% Reduce -0.1% 394,242 $79.7M
Prio Wealth Limited Partnership 2.38% Reduce -10.9% 394,176 $79.7M
Cullen/Frost Bankers, Inc. 1.15% Reduce -2.3% 392,733 $79.4M
Mutual of America Capital Management LLC 0.87% Reduce -1.3% 392,516 $79.4M
Becker Capital Management Inc. 2.71% Reduce -1.1% 390,622 $79.0M
United Capital Financial Advisors, LLC 0.67% Reduce -13.4% 387,666 $78.4M
Swiss Life Asset Management Ltd 0.92% Add +7.8% 386,928 $78.3M
M&G PLC 0.54% Reduce -16.0% 386,921 $78.2M
TCTC Holdings, LLC 2.68% Reduce -0.9% 385,215 $77.9M
GMO 0.26% Reduce -3.3% 382,227 $77.3M
Smith Chas P & Associates Pa Cpas 4.57% Reduce -1.9% 380,884 $77.0M
GUNN & Co INVESTMENT MANAGEMENT, INC. 4.57% Add +1087.5% 380,884 $77.0M
Global Frontier Investments LLC 22.88% No change 379,000 $76.7M
Vaughan David Investments LLC 1.89% Reduce -1.6% 369,166 $74.7M
Waters Parkerson & Co., LLC 3.94% Reduce -2.0% 366,160 $74.1M
Barr E S & Co. 4.84% Reduce -38.1% 364,694 $73.8M
RNC Capital Management LLC 4.08% Add +4.4% 363,669 $73.6M
Raymond James Trust N.A. 1.73% Add +0.6% 363,622 $73.5M
Envestnet Portfolio Solutions, Inc. 0.26% Reduce -1.7% 362,246 $73.3M
ABN AMRO Bank N.V. 1.10% Add +6.0% 357,218 $72.9M
Oppenheimer & Co. Inc. 1.16% Add +3.8% 360,282 $72.9M
MAI Capital Management 0.71% Add +0.8% 357,135 $72.2M
Principle Wealth Partners LLC 5.45% Reduce -0.1% 353,866 $71.6M
Carnegie Investment Counsel 2.22% Reduce -1.3% 352,165 $71.2M
Banco Santander, S.A. 0.88% Add +4.7% 350,595 $70.9M
Guggenheim Capital LLC 0.50% Add +5.9% 346,973 $70.2M
Davis R M Inc. 1.42% Reduce -0.9% 344,777 $69.7M
Cwm, LLC 0.33% Add +4.4% 341,662 $69.1M
Flputnam Investment Management Co. 1.29% Add +2.4% 341,234 $69.0M
Impax Asset Management Group plc 0.28% Reduce -17.2% 338,351 $68.4M
Seizert Capital Partners, LLC 3.39% Reduce -8.3% 337,482 $68.3M
Henshaw Capital LLC 3.08% No change 337,139 $68.2M
Donaldson Capital Management, LLC 2.85% Reduce -2.2% 335,986 $68.0M
Private Advisor Group, LLC 0.45% Add +0.2% 332,828 $67.0M
United Services Automobile Association 1.69% Reduce -2.9% 329,354 $66.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.16% — 328,330 $66.4M
HM Payson & Co. 1.20% Add +32.5% 326,083 $66.0M
Mesirow Financial Investment Management, Inc. 1.48% Reduce -1.1% 324,833 $65.7M
Quintet Private Bank (Europe) S.A. 3.80% Reduce -13.3% 277,137 $65.6M
W1M Investment Management Ltd 1.23% Add +5.2% 323,458 $65.5M
State of Alaska, Department of Revenue 0.73% Reduce -1.3% 321,237 $65.0M
Ilmarinen Mutual Pension Insurance Co 0.75% Reduce -5.0% 318,769 $64.5M
Wesbanco Bank Inc. 2.41% Reduce -1.5% 318,699 $64.5M
JTC Employer Solutions Trustee Ltd 4.30% Reduce -1.9% 317,431 $64.2M
MassMutual Private Wealth & Trust, FSB 1.92% Add +0.2% 313,425 $63.4M
Whittier Trust Co. of Nevada Inc. 1.74% Reduce -0.1% 309,910 $62.7M
Welch Group, LLC 3.00% Reduce -1.9% 309,063 $62.5M
B. Metzler seel. Sohn & Co. AG 0.60% Reduce -11.3% 308,417 $62.4M
Dodge & Cox 0.04% Reduce -4.0% 307,915 $62.3M
Avantax Advisory Services, Inc. 0.44% Add +57.1% 307,348 $62.2M
Synovus Financial Corp. 0.82% Reduce -1.2% 307,308 $62.2M
Fiduciary Trust Co 0.93% Add +1.3% 307,004 $62.1M
Lido Advisors, LLC 0.51% Add +29.6% 306,401 $62.0M
Meitav Investment House Ltd. 1.10% Reduce -18.2% 305,499 $61.7M
Adams Diversified Equity Fund, Inc. 2.10% No change 304,363 $61.6M
Susquehanna Fundamental Investments, LLC 1.42% Add +71.4% 303,656 $61.4M
NewEdge Wealth, LLC 1.33% Add +2.3% 302,407 $61.2M
Ancora Advisors LLC 1.51% Reduce -0.9% 301,141 $60.9M
Citizens Financial Group Inc. 1.35% Add +67.5% 300,858 $60.9M
Ceredex Value Advisors LLC 1.14% Add +11.5% 299,135 $60.5M
Miller Howard Investments Inc. 2.00% Reduce -2.2% 298,594 $60.4M
Bokf, NA 1.08% Reduce -1.9% 297,821 $60.2M
Badgley Phelps Wealth Managers, LLC 1.48% Add +0.7% 296,690 $60.0M
Argent Trust Co 2.62% Add +0.2% 293,625 $59.4M
Brandes Investment Partners, LP 0.73% Reduce -18.3% 291,837 $59.0M
Achmea Investment Management B.V. 1.05% Add +21.3% 290,666 $58.8M
Meyer Handelman Co. 2.06% Add +2.1% 289,716 $58.6M
Aristotle Atlantic Partners, LLC 1.90% Reduce -8.1% 289,453 $58.5M
Nicholas Company, Inc. 0.97% Reduce -24.4% 289,170 $58.5M
PGGM Investments 0.84% Add +4.3% 289,079 $58.5M
Fullerton Fund Management Co Ltd. 2.61% Add +8481.5% 287,995 $58.2M
Rokos Capital Management LLP 1.38% Add +31.9% 288,016 $58.2M
Allworth Financial LP 0.38% Add +223.4% 277,417 $58.2M
Vanguard Personalized Indexing Management, LLC 1.11% Add +13.0% 291,483 $58.1M
Jones Financial Companies LLLP 0.07% Add +68.2% 287,126 $58.1M
Cannell & Spears LLC 1.20% Reduce -0.7% 286,134 $57.9M
Stephens Inc. 0.88% Add +4.5% 285,963 $57.8M
Kestra Private Wealth Services, LLC 1.14% Add +15.9% 282,008 $57.0M
Vontobel Holding Ltd. 0.19% Reduce -7.1% 281,997 $57.0M
Searle & Co. 13.32% Add +7.2% 280,942 $56.8M
Tocqueville Asset Management L.P. 0.94% Reduce -0.9% 280,806 $56.8M
Roffman Miller Associates Inc. 3.71% Reduce -1.1% 278,281 $56.3M
North Star Investment Management Corp. 4.13% Reduce -4.8% 277,981 $56.2M
Capital International Sarl 1.71% Add +3.6% 276,249 $55.9M
ING Groep NV 0.33% Reduce -24.5% 275,255 $55.7M
Atria Investments, Inc 0.72% Add +2.4% 274,688 $55.6M
Wealthfront Advisers LLC 0.18% Add +2.3% 270,909 $54.8M
Beacon Investment Advisory Services, Inc. 2.35% Reduce -0.3% 270,518 $54.7M
Ieq Capital, LLC 0.74% Add +6.6% 270,246 $54.7M
Andra AP-fonden 0.92% Add +82.2% 270,000 $54.6M
Deprince Race & Zollo Inc. 1.20% Reduce -5.6% 265,599 $53.7M
Sequoia Financial Advisors, LLC 0.65% Reduce -3.5% 265,413 $53.7M
iA Global Asset Management Inc. 1.02% Reduce -37.8% 264,616 $53.5M
Capitolis Liquid Global Markets LLC 0.66% Reduce -53.9% 262,600 $53.1M
MBB Public Markets I LLC 1.09% Add +206.5% 260,764 $52.7M
Hosking Partners LLP 1.94% Add +6.3% 259,054 $52.4M
Kimelman & Baird, LLC 4.31% — 258,613 $52.3M
Country Trust Bank 1.31% Reduce -0.8% 256,950 $52.0M
Lazard Asset Management LLC 0.07% Reduce -16.7% 254,907 $51.6M
Markel Group 0.50% No change 252,550 $51.1M
Migdal Insurance & Financial Holdings Ltd. 0.85% Reduce -1.2% 252,502 $51.1M
Daymark Wealth Partners, LLC 2.32% Add +2.9% 350,003 $50.7M
Prudential PLC 0.35% Add +29.6% 250,235 $50.6M
Freedom Together Foundation 5.41% Reduce -16.7% 249,855 $50.5M
Cornerstone Investment Partners, LLC 2.49% Reduce -15.3% 249,219 $50.4M
Clearstead Advisors, LLC 0.86% Add +111.0% 248,867 $50.3M
Crestwood Advisors Group, LLC 1.04% Add +0.6% 248,708 $50.3M
ZWJ Investment Counsel Inc. 2.21% Reduce -1.0% 248,584 $50.3M
Sabal Trust CO 2.99% Reduce -4.2% 248,433 $50.2M
Todd Asset Management LLC 1.04% Add +8.1% 248,421 $50.2M
Foundry Partners, LLC 2.69% Add +0.1% 247,766 $50.1M
Argent Capital Management LLC 1.47% Reduce -1.4% 247,466 $50.1M
Oregon Public Employees Retirement Fund 0.99% Reduce -0.2% 246,674 $49.9M
McDonald Capital Investors Inc. 3.12% Add +0.1% 246,672 $49.9M
Elo Mutual Pension Insurance Co 1.16% Reduce -7.0% 245,553 $49.7M
Florida Trust Wealth Management Co 1.70% Add +1.9% 245,183 $49.6M
Allianz SE 1.45% Add +1.7% 244,411 $49.4M
Destination Wealth Management 1.63% Reduce -4.5% 244,313 $49.4M
Nexus Investment Management ULC 5.17% Reduce -6.8% 243,197 $49.2M
First Horizon Advisors, Inc. 1.49% Reduce -0.6% 242,767 $49.1M
Modera Wealth Management, LLC 0.72% Reduce -2.8% 242,244 $49.0M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.62% Add +11.6% 241,818 $48.9M
Cambiar Investors LLC 1.91% Reduce -1.4% 241,209 $48.8M
Busey Bank 1.66% Add +1.5% 239,716 $48.5M
Pacer Advisors, Inc. 0.11% Add +3.2% 238,357 $48.2M
GAMCO Investors 0.52% Reduce -5.3% 237,740 $48.1M
SVB Wealth LLC 1.19% Reduce -5.6% 237,508 $48.0M
Gulf International Bank (UK) Ltd 1.20% Reduce -4.3% 235,994 $47.7M
First Manhattan Co. Llc. 0.15% Reduce -2.0% 235,919 $47.7M
Jupiter Asset Management Ltd. 0.45% Add +13.5% 235,360 $47.6M
Moran Wealth Management, LLC 1.56% Add +2.0% 233,742 $47.3M
Polar Capital Holdings Plc 0.28% Reduce -7.3% 231,980 $46.9M
Ingalls & Snyder LLC 2.02% Reduce -2.1% 230,863 $46.7M
Salem Investment Counselors Inc. 1.50% Reduce -0.4% 230,449 $46.6M
Wilmington Savings Fund Society, FSB 1.79% Reduce -1.0% 230,165 $46.6M
NorthCrest Asset Manangement, LLC 1.54% Add +1.6% 229,056 $46.3M
Nippon Life Global Investors Americas, Inc. 2.04% Add +0.1% 229,020 $46.3M
HighPoint Advisor Group LLC 2.75% Add +15.1% 214,343 $46.1M
Private Wealth Partners, LLC 3.45% Reduce -3.0% 227,302 $46.0M
Villere St Denis J & Co. LLC 3.97% Reduce -1.7% 226,961 $45.9M
Johnson Investment Counsel Inc. 0.48% Reduce -0.5% 226,771 $45.9M
Hancock Whitney Corp. 1.55% Reduce -9.0% 226,098 $45.7M
Natixis Investment Managers International 3.41% Add +4.6% 226,090 $45.7M
Maryland State Retirement & Pension System 0.83% Reduce -1.1% 223,424 $45.2M
Baker Avenue Asset Management, LP 1.54% Reduce -1.5% 222,935 $45.1M
Mizuho Securities USA LLC 0.99% New 221,413 $44.8M
Stratos Wealth Partners, LTD. 0.72% Reduce -1.2% 220,196 $44.5M
Heritage Investors Management Corp. 1.55% Reduce -3.0% 220,039 $44.5M
BNP Paribas 2.24% Reduce -3.2% 220,066 $44.4M
Samlyn Capital, LLC 0.76% Reduce -67.8% 219,374 $44.4M
Polaris Capital Management, LLC 2.35% Reduce -2.3% 217,251 $43.9M
Venture Visionary Partners LLC 2.05% Add +0.8% 216,479 $43.8M
Kentucky Retirement Systems 1.27% Reduce -1.4% 216,398 $43.8M
Capital Investment Advisors, LLC 0.99% Add +1.3% 216,013 $43.7M
Two Sigma Investments, LP 0.11% Add +3068.8% 215,478 $43.6M
Squarepoint Ops LLC 0.16% Reduce -37.3% 213,748 $43.2M
Mill Capital Management, LLC 3.56% Add +0.6% 213,043 $43.1M
Howard Capital Management Group, LLC 3.17% Reduce -0.4% 212,810 $43.0M
FreeGulliver LLC 29.38% Add +0.0% 212,335 $42.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.45% Reduce -8.8% 212,272 $42.9M
Crossmark Global Holdings, Inc. 0.83% Add +4.3% 211,709 $42.8M
Klingenstein Fields & Co. LP 1.77% Reduce -0.8% 211,415 $42.8M
Mediolanum International Funds Ltd 0.70% Add +4.1% 229,588 $42.7M
Taurus Asset Management, LLC 4.27% Reduce -15.5% 208,619 $42.2M
Clifford Swan Investment Counsel LLC 1.57% Reduce -1.2% 207,959 $42.1M
Trust Co. of Vermont 2.28% Reduce -0.4% 207,792 $42.0M
Aptus Capital Advisors, LLC 0.79% Add +15.7% 206,678 $41.8M
Chilton Capital Management LLC 1.87% Add +7.8% 206,378 $41.7M
Chesley Taft & Associates LLC 2.09% Add +1.0% 205,946 $41.7M
Applied Finance Capital Management, LLC 1.93% Add +34.5% 205,931 $41.7M
LBP Am SA 1.71% Reduce -6.0% 205,516 $41.6M
Oakworth Capital, Inc. 3.03% Add +2.4% 205,176 $41.5M
Main Street Research LLC 2.73% Add +5.6% 204,552 $41.4M
Northeast Investment Management 1.94% Reduce -0.4% 204,122 $41.3M
Thomasville National Bank 3.30% Add +0.4% 203,994 $41.3M
Braun Stacey Associates Inc. 1.59% Add +3.1% 202,757 $41.0M
WASHINGTON TRUST Co 1.49% Reduce -3.1% 201,523 $40.8M
Central Securities Corp 3.99% No change 200,000 $40.5M
Clear Street LLC 0.97% New 200,000 $40.5M
Van Lanschot Kempen Investment Management N.V. 0.45% Add +31.1% 199,633 $40.4M
Holocene Advisors, LP 0.17% New 199,626 $40.4M
Illinois Municipal Retirement Fund 0.61% Reduce -7.7% 199,248 $40.3M
Orion Porfolio Solutions, LLC 0.42% Reduce -8.1% 198,939 $40.2M
Orion Portfolio Solutions, LLC 0.42% Reduce -8.1% 198,939 $40.2M
Maple Capital Management, Inc. 3.25% Add +1.9% 197,932 $40.0M
Wharton Business Group, LLC 2.05% Reduce -0.2% 196,624 $39.8M
Gradient Investments LLC 0.89% Reduce -3.7% 196,475 $39.7M
Conning Inc. 1.49% Reduce -11.3% 196,659 $39.7M
Fort Pitt Capital Group, LLC 1.21% Reduce -4.8% 196,332 $39.7M
Erste Asset Management GmbH 0.53% Reduce -3.9% 197,653 $39.6M
First National Trust Co 1.63% Reduce -3.0% 195,713 $39.6M
Rockland Trust Co. 2.08% Reduce -1.2% 194,960 $39.4M
Howe & Rusling Inc. 3.58% Add +2.4% 194,152 $39.3M
Meridian Wealth Management, LLC 4.70% New 193,676 $39.2M
St Germain D J Co. Inc. 1.89% Reduce -4.2% 193,536 $39.1M
Moody LYNN Lieberson & Walker, LLC 2.56% Add +0.7% 193,324 $39.1M
Daiichi Life Insurance Co., Ltd. 0.95% Add +2.6% 193,115 $39.1M
LMCG Investments, LLC 2.27% Add +0.8% 192,642 $39.0M
Chartwell Investment Partners, LLC 1.36% Add +1.4% 191,516 $38.7M
Estabrook Capital Management 5.97% Reduce -1.6% 191,137 $38.7M
Bank Pictet & Cie (Europe) AG 0.94% Add +0.0% 190,953 $38.6M
Highland Capital Management, LLC 2.27% Reduce -3.3% 190,336 $38.5M
Silvercrest Asset Management Group LLC 0.26% Reduce -0.0% 188,535 $38.1M
Private Management Group Inc. 1.46% Reduce -1.4% 188,022 $38.0M
Hyman Charles D 2.10% Reduce -0.1% 185,884 $37.6M
Barrow Hanley Mewhinney & Strauss LLC 0.13% Reduce -36.1% 185,640 $37.5M
Capital International Ltd. 1.72% Reduce -1.1% 184,935 $37.4M
Abrams Bison Investments, LLC 3.65% Reduce -54.3% 184,000 $37.2M
Hartford Investment Management Co. 1.28% Reduce -1.5% 183,995 $37.2M
Payden & Rygel Investment Group 3.00% Reduce -19.1% 183,450 $37.1M
Payden & Rygel 3.00% Reduce -19.1% 183,450 $37.1M
Fort Washington Investment Advisors Inc. 0.24% Reduce -34.9% 182,648 $36.9M
Townsquare Capital LLC 0.50% Add +7.7% 182,627 $36.9M
Dakota Wealth Management 0.87% Add +0.7% 182,521 $36.9M
Smith Salley Wealth Management 2.65% Add +4.3% 182,267 $36.9M
Nomura Holdings Inc. 0.24% Add +9.5% 181,966 $36.8M
Atria Wealth Solutions, Inc. 0.41% Reduce -4.6% 181,573 $36.7M
Levin Capital Strategies, L.P. 3.88% Reduce -0.6% 181,333 $36.7M
Matrix Asset Advisors Inc. 4.37% Reduce -1.7% 181,058 $36.6M
Equitable Holdings, Inc. 0.39% Add +1.6% 181,027 $36.6M
Alpha Cubed Investments, LLC 1.74% Reduce -0.8% 180,952 $36.6M
Eastern Bank 1.47% Reduce -3.3% 179,860 $36.4M
Blue Chip Partners, LLC 3.34% Add +0.8% 178,894 $36.2M
American Assets Investment Management, LLC 3.36% No change 177,600 $35.9M
KCM Investment Advisors LLC 1.29% Add +0.3% 176,281 $35.7M
Madison Asset Management, LLC 0.44% Reduce -6.2% 176,165 $35.6M
Quantinno Capital Management LP 0.64% Add +19.5% 175,850 $35.6M
NS Partners Ltd 1.61% Reduce -1.1% 175,372 $35.5M
CENTRAL TRUST Co 0.87% Add +0.4% 175,336 $35.5M
First National Bank of Omaha 2.33% Add +26.6% 174,705 $35.3M
Anchor Capital Advisors LLC 0.99% Reduce -0.6% 174,690 $35.3M
Alps Advisors Inc. 0.24% Reduce -0.8% 174,275 $35.2M
Independent Advisor Alliance 1.20% Reduce -2.8% 173,631 $35.1M
Gratus Capital, LLC 1.41% Add +5.3% 173,117 $35.0M
Fishman Jay A Ltd. 3.67% Reduce -0.1% 172,068 $34.8M
Randolph Co Inc 4.23% Reduce -0.0% 170,466 $34.5M
Northeast Financial Consultants Inc 1.58% Reduce -5.4% 169,601 $34.3M
Allen Investment Management, LLC 0.42% Reduce -0.4% 169,431 $34.3M
Deroy & Devereaux Private Investment Counsel Inc. 2.12% Reduce -0.1% 169,295 $34.2M
Manitou Investment Management Ltd. 7.61% Reduce -18.0% 168,210 $34.0M
Community Trust & Investment Co. 2.32% Reduce -2.3% 168,007 $34.0M
First Citizens Bank & Trust Co. 0.64% Reduce -0.0% 167,313 $33.8M
CW Advisors, LLC 0.53% Add +5.0% 165,296 $33.4M
Sandy Spring Bank 1.47% Reduce -0.8% 165,293 $33.4M
Securian Asset Management, Inc. 0.97% Reduce -3.0% 165,123 $33.4M
Cardinal Capital Management, Inc. 1.28% Reduce -10.3% 164,596 $33.3M
Farmers & Merchants Investments Inc. 1.11% Reduce -0.2% 164,325 $33.2M
FUKOKU MUTUAL LIFE INSURANCE Co 2.55% Add +3.5% 163,917 $33.2M
Hantz Financial Services, Inc. 0.63% Reduce -3.7% 163,209 $33.0M
Louisiana State Employees Retirement System 0.63% Reduce -3.5% 162,500 $32.9M
National Mutual Insurance Federation of Agricultural Cooperatives 0.32% Reduce -13.0% 160,900 $32.5M
Eagle Global Advisors LLC 1.72% Reduce -13.5% 160,739 $32.5M
Marco Investment Management LLC 2.99% Add +0.9% 160,467 $32.5M
HB Wealth Management, LLC 0.38% Add +6.2% 160,229 $32.4M
Atlantic Union Bankshares Corp 2.01% Add +39.4% 159,168 $32.2M
Stonebridge Capital Advisors LLC 2.80% Reduce -0.4% 157,219 $31.8M
Segall Bryant & Hamill, LLC 0.56% Add +3.1% 157,119 $31.8M
Rothschild Investment LLC 2.21% Reduce -4.5% 156,932 $31.7M
MMBG Investment Advisors Co. 3.40% Reduce -7.7% 156,770 $31.7M
Metis Global Partners, LLC 1.09% Reduce -0.1% 156,544 $31.7M
Schwerin Boyle Capital Management Inc. 3.32% No change 156,316 $31.6M
Patient Capital Management, LLC 1.68% Reduce -28.0% 155,979 $31.5M
Cornerstone Advisors, LLC 1.28% Reduce -3.2% 155,900 $31.5M
Performance Wealth Partners, LLC 1.16% Add +32.0% 155,864 $31.5M
GYL Financial Synergies, LLC 2.42% Reduce -2.0% 155,071 $31.4M
Oak Associates Ltd. 2.08% Reduce -0.0% 154,975 $31.3M
Lowe Brockenbrough & Co. Inc. 2.08% Reduce -1.3% 154,662 $31.3M
Parallax Volatility Advisers, L.P. 0.90% Reduce -21.6% 153,542 $31.1M
Wilsey Asset Management Inc. 6.52% Reduce -14.7% 153,388 $31.0M
Janney Capital Management LLC 2.19% Reduce -4.0% 153,282 $31.0M
Appleton Partners Inc. 2.39% Reduce -4.9% 153,193 $31.0M
SouthState Bank Corp 2.25% Add +3.7% 152,554 $30.9M
Franklin Street Advisors Inc. 2.19% Reduce -3.2% 151,555 $30.7M
Advisory Services Network, LLC 0.63% Add +3.7% 151,477 $30.6M
Carret Asset Management, LLC 3.57% Reduce -0.5% 151,315 $30.6M
Sit Investment Associates Inc. 0.70% Reduce -4.4% 150,285 $30.4M
&partners 1.33% Add +395.7% 150,007 $30.3M
Galvin, Gaustad & Stein, LLC 2.85% Reduce -7.4% 149,579 $30.3M
SpiderRock Advisors, LLC 0.79% Reduce -0.1% 149,183 $30.2M
Bryn Mawr Trust Advisors, LLC 1.66% Reduce -0.3% 148,760 $30.1M
LaFleur & Godfrey LLC 4.40% Reduce -2.5% 148,287 $30.0M
Valeo Financial Advisors, LLC 0.94% Reduce -1.0% 172,528 $30.0M
Meiji Yasuda Life Insurance Co 0.60% Add +7.1% 147,529 $29.8M
First Fiduciary Investment Counsel, Inc. 6.46% Reduce -1.4% 147,296 $29.8M
FineMark National Bank & Trust 1.10% Reduce -0.9% 147,260 $29.8M
NFJ Investment Group, LLC 0.91% Reduce -6.9% 147,207 $29.8M
Choreo, LLC 0.50% Add +130.5% 144,718 $29.7M
Abn Amro Investment Solutions 0.54% Add +1.1% 146,406 $29.6M
NBT Bank, N.A. 2.12% Reduce -0.0% 146,329 $29.6M
New Mexico Educational Retirement Board 1.03% No change 145,650 $29.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.89% Reduce -12.1% 145,397 $29.4M
Wesleyan Assurance Society 2.55% No change 145,257 $29.4M
OneDigital Investment Advisors LLC 0.37% Add +1.0% 144,588 $29.2M
Integrated Wealth Concepts LLC 0.40% Add +3.3% 144,281 $29.2M
Neville Rodie & Shaw Inc. 2.21% Reduce -0.6% 143,898 $29.1M
Regal Partners Ltd 3.01% Reduce -0.3% 143,735 $29.1M
Moore Capital Management, LP 0.66% No change 143,426 $29.0M
Prospera Financial Services Inc 0.81% Add +5.2% 143,223 $29.0M
Bridgeway Capital Management, LLC 0.68% Reduce -37.3% 143,169 $29.0M
Parsons Capital Management Inc. 1.97% Reduce -1.1% 142,963 $28.9M
Snowden Capital Advisors LLC 0.87% Add +0.1% 142,549 $28.8M
B. Riley Wealth Advisors, Inc. 0.73% Reduce -13.2% 141,404 $28.6M
Palisade Capital Management, LP 0.88% Add +1.4% 141,080 $28.5M
Bollard Group LLC 0.80% Add +0.6% 140,905 $28.5M
Axxcess Wealth Management, LLC 0.77% Reduce -16.3% 139,839 $28.3M
Dixon Mitchell Investment Counsel Inc. 1.41% Add +2.4% 137,460 $28.1M
First Foundation Advisors 1.07% Reduce -2.5% 138,542 $28.0M
Tower Research Capital LLC (TRC) 0.47% Add +14.6% 137,959 $27.9M
Patten & Patten Inc. 1.95% Reduce -1.0% 137,825 $27.9M
Evergreen Capital Management LLC 1.01% Add +2.5% 137,606 $27.8M
Great Valley Advisor Group, Inc. 0.77% Add +5.2% 136,852 $27.7M
Kanawha Capital Management LLC 2.17% Add +2.2% 136,831 $27.7M
Edgar Lomax Co. 1.79% Reduce -1.7% 136,540 $27.6M
Arvest Trust Co. N A 1.64% Reduce -4.5% 136,205 $27.5M
Gemsstock Ltd. 8.77% Add +3.4% 136,000 $27.5M
Bailard, Inc. 0.76% Add +0.0% 135,941 $27.5M
Marex Group Ltd 0.73% Add +212.7% 135,064 $27.3M
Tidal Investments LLC 0.38% Add +30.6% 135,012 $27.3M
Prime Capital Investment Advisors, LLC 0.40% Reduce -10.6% 134,472 $27.2M
Moors & Cabot, Inc. 1.45% Reduce -0.8% 134,278 $27.2M
Dana Investment Advisors, Inc. 0.92% Add +11.3% 134,082 $27.1M
Penobscot Investment Management Company, Inc. 2.60% Add +9.1% 133,469 $27.0M
Abner Herrman & Brock LLC 3.40% Reduce -3.1% 132,609 $26.8M
Osborne Partners Capital Management, LLC 1.60% Reduce -0.5% 132,306 $26.8M
Steigerwald, Gordon & Koch Inc. 3.21% Add +0.8% 131,234 $26.5M
Albion Financial Group 1.99% Reduce -0.2% 130,641 $26.4M
Tower Bridge Advisors 2.99% Reduce -2.6% 130,532 $26.4M
Narwhal Capital Management 2.49% Reduce -5.5% 130,378 $26.4M
Absher Wealth Management, LLC 3.70% Reduce -7.0% 130,294 $26.4M
Intech Investment Management LLC 0.33% Reduce -22.9% 130,068 $26.3M
HUB Investment Partners, LLC 1.27% Add +3.9% 130,019 $26.3M
TruWealth Advisors, LLC 1.74% Add +1.3% 129,538 $26.2M
Bourgeon Capital Management LLC 5.11% Add +0.2% 128,959 $26.1M
Logan Capital Management Inc. 1.12% Reduce -2.0% 128,907 $26.1M
Alley Investment Management Company, LLC 3.55% Reduce -3.2% 128,355 $26.0M
Parallel Advisors, LLC 0.66% Add +1.3% 127,356 $25.8M
BLB&B Advisors, LLC 1.41% Reduce -0.5% 127,249 $25.7M
Rempart Asset Management Inc. 5.05% Reduce -2.9% 126,714 $25.6M
Resources Management Corp. /CT/ 3.73% Reduce -1.4% 126,531 $25.6M
Foster Dykema Cabot & Partners, LLC 2.28% Add +0.2% 126,159 $25.5M
Greenleaf Trust 0.24% Add +0.5% 125,730 $25.4M
Nemes Rush Group LLC 3.48% Add +0.9% 125,400 $25.4M
Noesis Capital Mangement Corp. 5.62% Add +0.1% 125,235 $25.3M
Callahan Advisors, LLC 2.63% Reduce -6.6% 125,102 $25.3M
RiverFront Investment Group, LLC 0.67% Add +104.3% 124,513 $25.2M
Shufro Rose & Co. LLC 2.05% Reduce -0.4% 124,304 $25.1M
Lockheed Martin Investment Management Co. 1.45% Add +220.6% 124,190 $25.1M
Vestor Capital, LLC 2.02% Reduce -16.9% 124,086 $25.1M
Dnca Finance 2.21% — 124,016 $25.1M
Gladstone Institutional Advisory LLC 1.31% Add +6.9% 124,005 $25.1M
Savant Capital, LLC 0.25% Add +1.0% 123,445 $25.0M
KMG Fiduciary Partners, LLC 2.45% Add +0.0% 123,393 $25.0M
Park Avenue Securities LLC 0.30% Add +1.0% 123,329 $24.9M
HBK Sorce Advisory LLC 0.87% Reduce -1.9% 123,312 $24.9M
First Long Island Investors, LLC 2.11% Reduce -2.2% 123,189 $24.9M
Railway Pension Investments Ltd 0.30% Add +1.7% 122,600 $24.8M
Easterly Investment Partners LLC 2.16% Reduce -5.9% 121,622 $24.6M
Harvest Portfolios Group Inc. 0.94% Reduce -9.1% 121,575 $24.6M
Livforsakringsbolaget Skandia, Omsesidigt 2.01% Add +3.0% 121,484 $24.6M
Meiji Yasuda Asset Management Co Ltd. 1.00% Add +5.8% 121,288 $24.5M
ARS Wealth Advisors Group, LLC 3.18% Reduce -1.0% 121,227 $24.5M
Culbertson A N & Co. Inc. 4.27% Reduce -1.6% 120,968 $24.5M
First American Bank 1.83% Reduce -0.1% 120,931 $24.5M
Apollon Wealth Management, LLC 0.74% Reduce -1.6% 120,547 $24.4M
Rakuten Investment Management, Inc. 0.16% Add +57.3% 122,276 $24.4M
Old National Bancorp 0.57% Reduce -12.0% 120,072 $24.3M
Perigon Wealth Management, LLC 0.70% Add +0.3% 120,066 $24.3M
ProVise Management Group, LLC 2.04% Reduce -0.3% 118,781 $24.0M
TAM Capital Management Inc. 14.38% Add +65.1% 118,476 $24.0M
Alerus Financial NA 1.79% Reduce -3.0% 118,325 $23.9M
GW&K Investment Management, LLC 0.22% Add +43.4% 118,279 $23.9M
Waverly Advisors, LLC 0.47% Add +50.8% 117,971 $23.9M
Clear Harbor Asset Management, LLC 2.08% Reduce -2.0% 117,386 $23.7M
Private Capital Management, LLC 2.78% Reduce -3.0% 115,936 $23.4M
Vest Financial, LLC 0.56% Add +20.2% 115,604 $23.4M
Kingsview Wealth Management, LLC 0.55% Add +4.0% 115,256 $23.3M
Worldquant Millennium Advisors LLC 0.21% Add +110.8% 115,147 $23.3M
Azimuth Capital Investment Management LLC 0.95% Reduce -3.1% 115,142 $23.3M
Adell Harriman & Carpenter Inc. 1.80% Add +2.5% 115,124 $23.3M
Simplicity Wealth,LLC 0.53% Add +8.7% 115,067 $23.3M
Verity & Verity, LLC 2.53% Add +1.8% 114,925 $23.2M
Avity Investment Management Inc. 1.87% Reduce -0.9% 114,883 $23.2M
South Dakota Investment Council 0.48% Reduce -5.9% 114,874 $23.2M
Courant Investment Management LLC 21.75% No change 114,592 $23.2M
Forbes J M & Co. LLP 2.37% Add +1.7% 114,503 $23.2M
First American Trust, FSB 2.31% Add +5.4% 113,870 $23.0M
Martingale Asset Management L P 0.50% Reduce -2.8% 113,746 $23.0M
Drexel Morgan & Co. 4.92% No change 113,589 $23.0M
Stillwater Capital Advisors, LLC 3.20% Reduce -1.5% 113,483 $23.0M
Motley Fool Asset Management LLC 1.52% Add +31.0% 111,491 $22.9M
Choate Investment Advisors 0.59% Reduce -4.0% 111,910 $22.6M
Norinchukin Bank, The 0.65% Add +1.0% 111,773 $22.6M
Rbo & Co. LLC 4.03% Reduce -14.1% 111,683 $22.6M
Cantor Fitzgerald Investment Advisors L.P. 1.74% Reduce -1.5% 111,419 $22.5M
Dupont Capital Management Corp. 1.96% No change 111,410 $22.5M
Baltimore-Washington Financial Advisors, Inc. 1.32% Add +3.2% 110,917 $22.4M
J.P. Marvel Investment Advisors, LLC 3.67% Reduce -0.0% 110,711 $22.4M
Dearborn Partners LLC 0.97% Reduce -0.5% 110,468 $22.3M
Linscomb Wealth, Inc. 1.15% Reduce -0.3% 110,219 $22.3M
No Street GP LP 1.88% Reduce -45.0% 110,000 $22.2M
Mutual Advisors, LLC 0.67% Add +2.0% 105,485 $22.2M
Benjamin F. Edwards & Company, Inc. 0.39% Add +2.7% 109,787 $22.2M
Freestone Capital Holdings, LLC 0.80% Add +2.7% 109,752 $22.2M
Sonora Investment Management Group, LLC 1.75% No change 110,539 $22.1M
Texas Yale Capital Corp. 1.05% Reduce -0.5% 108,826 $22.0M
Annex Advisory Services, LLC 0.78% Add +7.3% 108,802 $22.0M
Longbow Finance SA 2.25% Reduce -5.8% 107,840 $21.8M
Fred Alger Management, LLC 0.11% Reduce -7.8% 107,824 $21.8M
Washington Trust Bank 2.16% Reduce -1.9% 107,768 $21.8M
Birch Hill Investment Advisors LLC 1.05% Reduce -1.0% 107,567 $21.8M
Colonial Trust Advisors 2.08% Add +0.6% 107,515 $21.7M
Grassi Investment Management 1.92% Reduce -0.7% 107,302 $21.7M
Smith Group Asset Management, LLC 1.92% Reduce -31.3% 106,786 $21.6M
Pallas Capital Advisors LLC 0.97% Add +3.0% 102,469 $21.5M
SS&H Financial Advisors, Inc. 8.38% Add +0.5% 106,111 $21.5M
Motco 1.27% Reduce -0.6% 105,967 $21.4M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 2.45% Reduce -0.2% 105,783 $21.4M
ArrowMark Colorado Holdings LLC 0.25% Reduce -11.9% 105,471 $21.3M
Webster Bank, N. A. 2.34% Reduce -1.7% 105,333 $21.3M
Fiduciary Alliance LLC 3.45% Add +2.0% 101,786 $21.3M
Rothschild Capital Partners, LLC 6.02% No change 104,181 $21.1M
Cary Street Partners Investment Advisory LLC 0.85% Add +2.0% 104,113 $21.1M
Vinva Investment Management Ltd 1.05% Add +9.1% 105,488 $21.0M
W.G. Shaheen & Associates DBA Whitney & Co 2.41% Reduce -2.3% 103,673 $21.0M
United Bank 2.58% Reduce -0.0% 102,867 $20.8M
Anderson Hoagland & Co. 2.18% Reduce -0.4% 100,096 $20.8M
Kornitzer Capital Management Inc. 0.40% Add +10.5% 102,587 $20.7M
Vident Advisory, LLC 0.57% Reduce -17.7% 102,173 $20.7M
Empowered Funds, LLC 0.36% Add +12.2% 102,169 $20.7M
Balyasny Asset Management L.P. 0.05% Reduce -92.5% 102,019 $20.6M
Hi-Line Capital Management, LLC 8.66% Reduce -4.9% 101,945 $20.6M
Trust Co. of Toledo NA 2.97% Add +6.6% 101,553 $20.5M
F/m Investments LLC 0.74% Add +1703.1% 101,350 $20.5M
Cohen Capital Management, Inc. 3.52% Add +15.7% 101,101 $20.4M
Guardian Capital Advisors LP 2.18% Reduce -3.7% 98,307 $20.4M
Cullen Investment Group, LTD. 3.25% Reduce -1.4% 100,867 $20.4M
Brown Brothers Harriman & Co. 0.15% Add +6.5% 100,820 $20.4M
Wedbush Securities Inc. 0.73% Reduce -1.1% 100,752 $20.4M
Congress Asset Management Co. 0.15% Reduce -4.9% 100,442 $20.3M
CSM Advisors, LLC 1.44% Reduce -1.5% 100,252 $20.3M
Thoroughbred Financial Services, LLC 1.35% Add +46.2% 99,539 $20.1M
Bragg Financial Advisors, Inc 0.90% Reduce -1.7% 99,350 $20.1M
Canandaigua National Bank & Trust Co. 2.19% Reduce -1.4% 99,338 $20.1M
Empirical Finance, LLC 1.25% Reduce -6.8% 99,123 $20.0M
Spire Wealth Management 0.70% Reduce -9.6% 98,481 $19.9M
Cidel Asset Management Inc. 1.54% Add +264.4% 98,245 $19.9M
Cabot Wealth Management Inc. 2.60% Reduce -3.8% 97,998 $19.8M
Yarbrough Capital, LLC 0.82% No change 97,875 $19.8M
Edge Capital Group, LLC 0.96% Add +2.0% 97,839 $19.8M
TCV Trust & Wealth Management, Inc. 1.88% Reduce -1.6% 97,609 $19.7M
NEOS Investment Management LLC 0.81% Add +33.5% 97,290 $19.7M
Tritonpoint Wealth, LLC 1.88% Reduce -0.3% 96,630 $19.5M
Thompson Siegel & Walmsley LLC 0.31% Add +11.6% 96,439 $19.5M
Dynamic Advisor Solutions LLC 0.61% Add +1.9% 95,764 $19.4M
Transform Wealth, LLC 1.45% Add +2.4% 95,652 $19.3M
Fiduciary Group, LLC 2.08% Reduce -1.4% 95,399 $19.3M
Foundations Investment Advisors, LLC 0.47% Add +6.7% 95,156 $19.2M
Fort Sheridan Advisors LLC 3.09% Add +11.4% 94,490 $19.1M
Beach Investment Counsel Inc. 2.34% Reduce -14.6% 93,802 $19.0M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.94% Reduce -0.1% 93,750 $19.0M
Leavell Investment Management, Inc. 1.05% Add +2.2% 93,599 $18.9M
Talbot Financial, LLC 2.44% Add +0.7% 93,587 $18.9M
Dorsey & Whitney Trust CO LLC 1.31% Add +2.8% 93,354 $18.9M
Laird Norton Wetherby Wealth Management, LLC 0.89% Reduce -1.7% 93,246 $18.9M
Cincinnati Casualty Co. 10.30% No change 93,000 $18.8M
Cincinnati Specialty Underwriters Insurance CO 5.65% No change 93,000 $18.8M
Rossmore Private Capital 2.47% Reduce -0.3% 92,965 $18.8M
New Republic Capital, LLC 9.43% Add +389.3% 92,846 $18.8M
TD Private Client Wealth LLC 0.59% Reduce -1.4% 92,708 $18.8M
Kentucky Retirement Systems Insurance Trust Fund 1.27% Reduce -2.9% 92,623 $18.7M
GHP Investment Advisors, Inc. 0.94% Add +1.0% 92,552 $18.7M
Westchester Capital Management, Inc. 4.72% Reduce -1.3% 92,490 $18.7M
JGP Wealth Management, LLC 2.66% Reduce -0.7% 92,301 $18.7M
Beese Fulmer Investment Management, Inc. 1.70% Add +1.4% 92,135 $18.6M
Courier Capital LLC 1.48% Reduce -1.0% 92,117 $18.6M
Brookstone Capital Management 0.31% Add +3.3% 85,648 $18.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.56% Reduce -0.6% 91,825 $18.6M
Procyon Advisors, LLC 1.37% Reduce -1.2% 91,393 $18.5M
Northwestern Mutual Investment Management Company, LLC 0.48% Reduce -0.4% 91,388 $18.5M
Peak Asset Management, LLC 3.62% Reduce -1.1% 91,364 $18.5M
MainStreet Investment Advisors LLC 2.26% Reduce -4.2% 91,215 $18.4M
Ledyard National Bank 1.79% Reduce -3.2% 91,158 $18.4M
Oak Harvest Investment Services 2.91% Add +3.5% 91,116 $18.4M
Sand Hill Global Advisors, LLC 0.84% Add +3.5% 91,048 $18.4M
First Merchants Corp. 0.74% Add +48.7% 90,918 $18.4M
Edge Wealth Management LLC 3.87% Reduce -2.2% 90,798 $18.4M
CCM Investment Advisers LLC 2.15% Reduce -0.3% 90,413 $18.3M
Biondo Investment Advisors, LLC 2.70% Add +0.8% 90,223 $18.2M
Vantage Wealth 4.21% Add +0.5% 90,167 $18.2M
Assenagon Asset Management S.A. 0.05% Reduce -2.1% 90,144 $18.2M
Ashburton (Jersey) Ltd 7.70% — 88,732 $18.2M
Cincinnati Financial Corp. 0.39% No change 90,000 $18.2M
Verdence Capital Advisors LLC 1.62% Add +0.2% 89,941 $18.2M
Chicago Partners Investment Group LLC 0.70% Add +5.9% 84,505 $18.2M
Shelton Capital Management 0.49% Reduce -5.8% 89,434 $18.1M
Baxter Bros Inc. 2.37% Reduce -4.3% 89,388 $18.1M
Sumitomo Mitsui Financial Group, Inc. 0.56% Add +8.0% 89,386 $18.1M
Rice Partnership, LLC 3.92% Add +4.2% 89,100 $18.0M
Mgo One Seven LLC 0.85% Add +0.2% 88,997 $18.0M
Cullinan Associates Inc. 1.02% Add +0.0% 88,943 $18.0M
Edmond DE Rothschild Holding S.A. 0.31% Reduce -5.5% 88,511 $17.9M
Grand Jean Capital Management Inc. 4.46% Add +0.1% 88,459 $17.9M
Lyell Wealth Management, LP 1.71% Add +2.3% 88,389 $17.9M
First Trust Direct Indexing L.P. 1.10% Add +13.8% 88,332 $17.9M
First Financial Bank - Trust Division 1.76% Reduce -3.4% 88,200 $17.8M
Phoenix Financial Ltd. 0.27% Reduce -62.5% 87,917 $17.7M
Temasek Holdings (Private) Ltd 0.08% New 87,431 $17.7M
Harbour Trust & Investment Management Co 2.10% Reduce -1.9% 87,216 $17.6M
Bleakley Financial Group, LLC 0.51% Add +0.1% 87,176 $17.6M
Bar Harbor Wealth Management 1.17% Reduce -1.8% 87,144 $17.6M
Core Alternative Capital 3.52% Reduce -11.8% 87,135 $17.6M
Montag A & Associates Inc. 0.89% Add +0.9% 87,004 $17.6M
Middleton & Co. Inc. 2.04% Reduce -3.5% 86,787 $17.6M
Banque Cantonale Vaudoise 0.70% Reduce -15.6% 86,527 $17.5M
Concurrent Investment Advisors, LLC 0.58% Add +35.4% 86,254 $17.4M
Qube Research & Technologies Ltd 0.03% Add +31.0% 86,230 $17.4M
Baldwin Wealth Partners LLC 1.35% Reduce -8.4% 85,757 $17.3M
Allen Mooney & Barnes Investment Advisors LLC 3.10% Add +1.4% 85,737 $17.3M
Bright Rock Capital Management, LLC 3.62% No change 85,000 $17.2M
Novare Capital Management LLC 1.55% Reduce -4.4% 84,923 $17.2M
Torray Investment Partners LLC 2.56% Reduce -8.6% 84,576 $17.1M
Woodmont Investment Counsel LLC 1.40% Add +2.2% 84,538 $17.1M
Azora Capital LP 0.97% Add +49.6% 84,210 $17.0M
Aviance Capital Partners, LLC 2.42% Add +1.1% 84,114 $17.0M
Nixon Peabody Trust Co. 1.51% Reduce -3.2% 83,956 $17.0M
Brevan Howard Capital Management LP 1.14% Add +558.1% 83,745 $16.9M
BTC Capital Management, Inc. 1.57% Reduce -18.3% 83,574 $16.9M
Hoylecohen, LLC 1.27% Reduce -2.0% 83,307 $16.8M
Farmers Trust Co. 3.41% Reduce -1.3% 82,988 $16.8M
Transcend Capital Advisors, LLC 1.22% Add +3.5% 82,859 $16.8M
Tufton Capital Management 3.25% Reduce -0.9% 82,678 $16.7M
Means Investment Co., Inc. 2.00% Add +0.4% 82,645 $16.7M
M Holdings Securities, Inc. 2.16% Add +222.9% 82,558 $16.7M
Palisade Asset Management, LLC 1.73% Reduce -0.9% 82,509 $16.7M
Coldstream Capital Management Inc. 0.41% Reduce -4.1% 82,238 $16.6M
Alpine Woods Capital Investors, LLC 2.56% Add +4.5% 82,086 $16.6M
Merit Financial Group, LLC 0.37% Add +7.9% 82,066 $16.6M
Verde Servicos Internacionais S.A. 7.80% Reduce -10.7% 81,574 $16.5M
Ballentine Partners, LLC 0.30% Add +1.4% 81,485 $16.5M
Barlow Wealth Partners, LLC 2.28% Add +0.6% 78,847 $16.4M
U.S. Capital Wealth Advisors, LLC 0.63% Reduce -42.8% 81,281 $16.4M
Forum Financial Management, LP 0.30% Reduce -3.3% 81,211 $16.4M
James Investment Research, Inc. 1.95% Reduce -0.5% 80,988 $16.4M
Greenwood Gearhart LLC 1.54% Reduce -0.7% 80,963 $16.4M
Northwest & Ethical Investments L.P. 0.47% Reduce -0.6% 80,949 $16.4M
FourThought Financial Partners, LLC 2.10% Reduce -0.3% 80,697 $16.3M
Picton Mahoney Asset Management 0.69% Reduce -9.3% 80,502 $16.3M
Cape Cod Five Cents Savings Bank 1.57% Reduce -5.1% 80,399 $16.3M
NewSquare Capital LLC 1.40% Add +6.2% 81,000 $16.2M
Willis Investment Counsel 1.12% No change 80,180 $16.2M
Pictet North America Advisors SA 1.76% Add +4.1% 80,125 $16.2M
United Asset Strategies, Inc. 1.60% Reduce -15.2% 80,097 $16.2M
Archon Partners LLC 2.08% No change 80,000 $16.2M
General American Investors Co. Inc. 1.15% No change 80,000 $16.2M
German American Bancorp, Inc. 1.86% Add +1.9% 79,883 $16.2M
Whitener Capital Management, Inc. 4.89% Add +3.0% 79,792 $16.1M
Praxis Investment Management Inc. 1.11% No change 83,705 $16.1M
WoodTrust Financial Corp 2.49% Add +0.1% 79,039 $16.0M
Advisors Asset Management, Inc. 0.31% Reduce -1.7% 78,598 $15.9M
King Wealth Management Group 2.65% Add +0.2% 78,584 $15.9M
Sowell Financial Services LLC 0.76% Reduce -5.9% 78,312 $15.8M
Hamilton Capital Partners Inc. 1.69% Add +10.2% 78,156 $15.8M
Community Bank, N.A. 2.08% Reduce -0.9% 78,108 $15.8M
Tompkins Financial Corp. 1.65% Reduce -1.6% 77,802 $15.7M
Burns J W & Co. Inc. 2.11% Reduce -0.0% 77,314 $15.6M
Boston Financial Mangement LLC 0.50% Add +2.7% 76,996 $15.6M
Iowa State Bank 3.44% Add +1.0% 76,860 $15.5M
Circle Wealth Management, LLC 0.36% Reduce -2.8% 76,747 $15.5M
Ashton Thomas Private Wealth, LLC 0.86% Add +0.6% 76,632 $15.5M
North Star Asset Management Inc. 0.73% Add +0.1% 76,414 $15.5M
Stockman Wealth Management, Inc. 2.71% Reduce -2.0% 76,413 $15.5M
GLOBALT Investments LLC / GA 0.62% Reduce -1.3% 76,183 $15.4M
Orange Investment Advisors, Inc. 2.00% Add +1.3% 89,519 $15.4M
Caprock Group, LLC 0.62% Add +100.3% 75,977 $15.4M
Siemens Fonds Invest GmbH 1.14% Reduce -0.1% 75,577 $15.3M
Telos Capital Management, Inc. 1.69% Add +0.8% 75,575 $15.3M
Integrated Advisors Network LLC 0.78% Reduce -4.1% 74,977 $15.2M
Fifth Third Wealth Advisors LLC 1.15% Add +72.1% 74,954 $15.2M
Signaturefd, LLC 0.31% Add +4.1% 74,745 $15.1M
Altrafin AG 5.56% Add +1.1% 74,442 $15.1M
Essex Financial Services, Inc. 1.12% Add +23.1% 73,707 $15.0M
AIA Group Ltd 0.44% Add +7.0% 74,253 $15.0M
Strategic Wealth Investment Group, LLC 1.89% — 72,868 $15.0M
Summit Financial, LLC 0.68% Add +89.8% 73,949 $15.0M
Wealthspire Advisors, LLC 0.19% Add +43.4% 73,861 $14.9M
GAM Holding AG 1.15% Add +7.2% 73,814 $14.9M
Tokio Marine Asset Management Co. Ltd. 0.71% Add +3.7% 73,756 $14.9M
Caldwell Trust Co 1.64% Add +0.9% 73,388 $14.8M
Winslow Asset Management Inc. 2.91% Reduce -5.3% 73,142 $14.8M
Summit Trail Advisors, LLC 0.39% Add +67.8% 72,744 $14.7M
Allied Investment Advisors, LLC 3.45% Reduce -1.4% 72,724 $14.7M
GDS Wealth Management 1.61% Add +9.1% 72,716 $14.7M
Cohen Klingenstein LLC 0.53% No change 72,700 $14.7M
1ST Source Bank 0.86% Reduce -1.3% 72,691 $14.7M
Global Retirement Partners, LLC 0.46% Add +15.5% 72,677 $14.7M
NatWest Group plc 5.02% Add +6.8% 72,560 $14.7M
Castleark Management LLC 0.60% No change 72,365 $14.6M
Valicenti Advisory Services Inc. 3.93% Reduce -5.0% 72,363 $14.6M
Ritholtz Wealth Management 0.48% Add +0.5% 72,295 $14.6M
Eagle Rock Investment Company, LLC 2.63% Reduce -6.5% 71,955 $14.6M
Connors Investor Services Inc. 1.51% Reduce -0.1% 71,925 $14.5M
GAMMA Investing LLC 1.98% Add +27.7% 71,735 $14.5M
Punch & Associates Investment Management, Inc. 0.85% Add +0.3% 71,556 $14.5M
Journey Advisory Group, LLC 1.73% Add +1.4% 71,429 $14.4M
Hollencrest Capital Management 0.64% Reduce -0.2% 71,364 $14.4M
Diversified Trust Co. 0.41% Add +22.5% 71,356 $14.4M
Sigma Planning Corp 0.46% Reduce -5.2% 71,343 $14.4M
Woodstock Corp. 1.46% Reduce -0.2% 71,099 $14.4M
Spinnaker Trust 0.92% Reduce -4.6% 71,056 $14.4M
Caxton Associates LP 0.56% New 71,050 $14.4M
JB Capital LLC 0.90% Add +0.7% 70,792 $14.3M
Sumitomo Life Insurance Co. 0.33% Add +36.9% 71,559 $14.3M
Schnieders Capital Management LLC 2.91% Reduce -7.7% 70,667 $14.3M
Ossiam 0.27% Reduce -0.6% 70,627 $14.3M
Legacy Private Trust Co. 1.01% Add +0.2% 70,595 $14.3M
Farmers National Bank 4.29% Add +0.9% 70,410 $14.2M
Vantage Investment Partners, LLC 1.29% Reduce -9.9% 70,301 $14.2M
Cypress Capital Group 1.70% Reduce -0.8% 70,278 $14.2M
Cyndeo Wealth Partners, LLC 1.11% Add +5.8% 70,165 $14.2M
CTC LLC 1.06% Add +399.9% 70,151 $14.2M
Matthew 25 Management Corp 4.91% Reduce -4.8% 70,000 $14.2M
Artemis Investment Management LLP 0.19% Reduce -23.1% 69,928 $14.1M
Sara-Bay Financial 5.73% Add +12.2% 69,801 $14.1M
Avantax Planning Partners, Inc. 0.45% Reduce -12.2% 69,715 $14.1M
Bank of Nova Scotia Trust Co. 1.57% Reduce -5.3% 69,590 $14.1M
Pettyjohn, Wood & White, Inc. 2.73% Reduce -0.9% 69,551 $14.1M
PFG Investments, LLC 1.00% Reduce -0.6% 69,378 $14.0M
Camden National Bank 2.16% Add +22.2% 69,235 $14.0M
Eagle Ridge Investment Management 1.30% Reduce -0.9% 69,186 $14.0M
SteelPeak Wealth, LLC 0.66% Reduce -10.8% 68,978 $14.0M
Heritage Trust Co 1.84% Reduce -2.6% 68,948 $13.9M
World Investment Advisors 0.87% Add +626.3% 68,933 $13.9M
AMG National Trust Bank 0.38% Add +28.1% 68,857 $13.9M
Level Four Advisory Services, LLC 0.63% Reduce -8.6% 68,835 $13.9M
Twin Capital Management Inc. 1.64% Reduce -8.0% 68,767 $13.9M
Woodley Farra Manion Portfolio Management Inc. 0.75% Reduce -20.1% 68,706 $13.9M
Avitas Wealth Management LLC 2.01% Add +0.2% 67,935 $13.7M
One Capital Management, LLC 0.47% Add +1.4% 67,773 $13.7M
Forvis Mazars Wealth Advisors, LLC 0.34% Reduce 0.0% 67,705 $13.7M
SFE Investment Counsel 3.03% Reduce -4.4% 67,628 $13.7M
Griffin Asset Management, Inc. 1.58% Add +0.3% 67,442 $13.6M
Meeder Advisory Services, Inc. 0.96% Add +35.2% 67,408 $13.6M
Country Club Bank 0.95% Reduce -0.8% 68,433 $13.6M
Principal Securities, Inc. 0.38% Add +10.3% 67,360 $13.6M
Naples Global Advisors, LLC 1.36% Reduce -0.7% 67,104 $13.6M
Barbara Oil Co. 5.92% No change 67,000 $13.6M
Buffington Mohr McNeal 2.38% Add +2.9% 66,965 $13.5M
Haverford Financial Services, Inc. 4.05% Reduce -4.4% 66,853 $13.5M
Nicolet Advisory Services, LLC 1.29% Add +2.0% 64,973 $13.5M
Buckingham Strategic Wealth, LLC 0.14% Reduce -0.8% 66,707 $13.5M
Wellington Shields Capital Management, LLC 2.45% Add +0.6% 66,508 $13.5M
Teamwork Financial Advisors, LLC 1.97% Add +29.3% 65,609 $13.3M
JCIC Asset Management Inc. 5.44% Reduce -0.9% 65,431 $13.2M
Sienna Gestion 1.18% New 65,422 $13.2M
Simmons Bank 1.00% Reduce -10.1% 65,306 $13.2M
Wells Trecaso Financial Group, LLC 4.54% Reduce -0.6% 64,907 $13.1M
Chemung Canal Trust Co. 2.53% Reduce -6.8% 64,630 $13.1M
Buckley Wealth Management, LLC 4.13% Reduce -0.5% 64,502 $13.0M
Westpac Banking Corp. 1.03% Add +7.9% 64,277 $13.0M
Composition Wealth, LLC 0.32% Add +2.6% 64,276 $13.0M
Arkadios Wealth Advisors 0.87% Add +21.5% 63,984 $12.9M
Ar Asset Management Inc. 3.15% Reduce -0.5% 63,931 $12.9M
Lombard Odier Asset Management (Switzerland) SA 1.31% Reduce -9.1% 63,843 $12.9M
RWQ Financial Management Services, Inc. 4.66% Add +33.6% 63,613 $12.9M
Stratos Wealth Advisors, LLC 0.64% Reduce -4.7% 63,536 $12.9M
Visionary Wealth Advisors 0.84% Reduce -0.2% 63,194 $12.8M
Fagan Associates, Inc. 2.23% Reduce -0.0% 62,950 $12.7M
River Wealth Advisors LLC 1.83% Add +2.2% 62,926 $12.7M
Foster & Motley Inc. 0.87% Reduce -1.0% 62,789 $12.7M
WealthBridge Investment Counsel Inc. 4.85% Reduce -10.9% 62,661 $12.7M
Beck Bode, LLC 2.54% New 62,533 $12.6M
Carmel Capital Management L.L.C. 4.92% Add +0.1% 62,493 $12.6M
Live Oak Private Wealth LLC 2.17% Reduce -1.9% 62,266 $12.6M
First National Advisers, LLC 2.29% Add +15.5% 62,077 $12.6M
Red Door Wealth Management, LLC 2.22% Add +4.8% 62,071 $12.6M
Locust Wood Capital Advisers, LLC 0.46% Reduce -79.2% 61,746 $12.5M
Community Bank of Raymore 9.69% Reduce -16.7% 61,688 $12.5M
Invictus Private Wealth, LLC 1.05% Reduce -2.1% 61,658 $12.5M
Pettee Investors, Inc. 6.01% Reduce -1.5% 61,581 $12.5M
Princeton Global Asset Management LLC 2.75% Add +5.4% 61,536 $12.4M
Mitchell Capital Management Co. 2.18% Add +4.5% 61,303 $12.4M
Cypress Asset Management Inc. 3.19% Reduce -1.4% 59,808 $12.4M
Johnson Financial Group, Inc. 0.60% Add +81.1% 61,035 $12.3M
NJ State Employees Deferred Compensation Plan 1.53% Reduce -18.4% 61,000 $12.3M
Maltese Capital Management LLC 2.30% Add +43.1% 60,800 $12.3M
Hills Bank & Trust Co 1.00% Reduce -2.5% 60,798 $12.3M
Royal Fund Management, LLC 1.66% Reduce -4.2% 60,380 $12.3M
Zuckerman Investment Group, LLC 1.41% Reduce -0.1% 60,473 $12.2M
Stolper Co 4.30% Add +0.4% 60,412 $12.2M
Laurel Wealth Advisors LLC 2.13% Reduce -4.8% 60,247 $12.2M
Gotham Asset Management 0.16% Add +1.5% 60,197 $12.2M
Stevens Capital Management LP 4.11% Reduce -31.4% 60,119 $12.2M
Shorepoint Capital Partners LLC 2.85% Add +0.9% 60,035 $12.1M
Nwi Management LP 1.56% No change 60,000 $12.1M
Access Investment Management LLC 3.94% No change 60,000 $12.1M
Cornerstone Wealth Group, LLC 1.08% Add +0.6% 59,646 $12.1M
Moneta Group Investment Advisors LLC 0.19% Add +4.8% 59,563 $12.0M
Roundview Capital LLC 0.95% Reduce -0.2% 59,414 $12.0M
Chicago Capital, LLC 0.36% Add +5.8% 59,214 $12.0M
Bison Wealth, LLC 1.95% No change 59,757 $12.0M
DORCHESTER WEALTH MANAGEMENT Co 2.31% Reduce -5.0% 59,175 $12.0M
Nations Financial Group Inc, /Ia/ 0.97% Add +3.8% 58,814 $11.9M
Venator Management LLC 3.59% Reduce -4.6% 58,745 $11.9M
Radnor Capital Management, LLC 3.62% Add +3.0% 58,641 $11.9M
Generate Investment Management Ltd 0.86% Reduce -20.6% 58,599 $11.9M
Spectrum Wealth Counsel, LLC 1.50% Reduce -3.4% 58,455 $11.8M
Pine Valley Investments Ltd Liability Co 0.87% Add +1.9% 58,382 $11.8M
Cadence Bank 0.89% Reduce -3.5% 58,368 $11.8M
Bank of Hawaii 0.54% Reduce -0.9% 58,367 $11.8M
New England Asset Management Inc. 2.05% Reduce -9.3% 58,365 $11.8M
Harbor Capital Advisors, Inc. 0.90% Add +0.2% 58,282 $11.8M
Harrell Investment Partners, LLC 3.42% Reduce -2.8% 58,245 $11.8M
Lynch & Associates 2.65% Add +4.0% 58,110 $11.8M
Greystone Financial Group, LLC 2.30% Add +3.0% 58,064 $11.7M
Mitchell Sinkler & Starr 3.01% Reduce -12.1% 55,973 $11.7M
GFS Advisors, LLC 1.89% Reduce -42.1% 33,594 $11.7M
Mengis Capital Management, Inc. 2.38% Reduce -3.4% 57,720 $11.7M
Perennial Advisors, LLC 2.62% Reduce -1.3% 57,657 $11.7M
Constitution Capital LLC 6.14% Reduce -1.0% 57,549 $11.6M
Cardinal Capital Management 1.95% Reduce -0.1% 57,370 $11.6M
SRH Advisors, LLC 3.88% No change 57,240 $11.6M
Bard Financial Services, Inc. 1.20% Reduce -1.3% 57,190 $11.6M
Hoertkorn Richard Charles 5.03% Reduce -5.4% 57,164 $11.6M
Cyrus J. Lawrence, LLC 2.34% Reduce -0.4% 57,023 $11.5M
Equitable Trust Co. 0.79% Add +4.0% 56,970 $11.5M
Independent Investors Inc. 2.53% No change 56,934 $11.5M
Strategy Asset Managers LLC 2.56% Add +11.1% 79,167 $11.5M
Mission Wealth Management, LP 0.31% Add +4.5% 56,829 $11.5M
Sigma Investment Counselors Inc. 0.71% Add +0.3% 56,457 $11.4M
M&R Capital Management Inc. 2.72% Add +0.4% 56,299 $11.4M
Fulton Bank, N.A. 0.46% Add +5.8% 56,236 $11.4M
Meridian Wealth Advisors, LLC 2.03% Add +2.4% 56,232 $11.4M
Clough Capital Partners L P 1.24% No change 56,200 $11.4M
Plato Investment Management Ltd 1.06% Add +5.2% 56,159 $11.4M
Next Level Private LLC 5.19% Reduce -6.3% 56,136 $11.4M
Sound View Wealth Advisors Group, LLC 1.17% Reduce -0.5% 56,127 $11.4M
Boyar Asset Management Inc. 7.78% Reduce -3.5% 56,044 $11.3M
Meritage Portfolio Management 0.72% Reduce -1.3% 56,044 $11.3M
Vestcor Inc 0.38% Add +1.1% 55,563 $11.2M
CPC Advisors, LLC 1.85% Add +4.3% 55,517 $11.2M
Frank, Rimerman Advisors LLC 0.79% Add +743.0% 55,515 $11.2M
Brown Shipley& Co Ltd 5.05% Reduce -8.3% 55,497 $11.2M
Thompson Investment Management, Inc. 1.74% Reduce -13.0% 55,432 $11.2M
Xcel Wealth Management, LLC 3.54% Reduce -9.9% 55,425 $11.2M
EagleClaw Capital Managment, LLC 2.01% Reduce -0.7% 55,342 $11.2M
Wealthcare Advisory Partners LLC 0.35% Add +8.3% 55,173 $11.2M
NorthRock Partners, LLC 0.42% Add +2.2% 58,660 $11.1M
Executive Wealth Management, LLC 2.04% Add +1.7% 54,911 $11.1M
Soros Fund Management 0.34% Add +58.3% 54,600 $11.0M
Harbor Investment Advisory, LLC 1.15% Reduce -0.1% 68,310 $11.0M
Capital Analysts, LLC 0.49% Reduce -0.0% 54,504 $11.0M
Trueblood Wealth Management, LLC 6.22% Reduce -0.1% 54,483 $11.0M
Financiere des Professionnels - Fonds d'investissement inc. 0.86% Reduce -13.2% 52,693 $11.0M
Dividend Assets Capital, LLC 2.24% Add +8.7% 54,375 $11.0M
Family Capital Trust Co 3.59% Reduce -1.0% 54,333 $11.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.10% Add +5.4% 51,353 $11.0M
Hartford Financial Management Inc. 2.35% Reduce -1.9% 54,131 $10.9M
Element Capital Management LLC 0.85% New 54,115 $10.9M
IHT Wealth Management, LLC 0.41% Add +0.6% 53,988 $10.9M
Overbrook Management Corp 2.75% Reduce -3.3% 53,857 $10.9M
Mirador Capital Partners LP 2.05% Reduce -0.1% 53,850 $10.9M
Inlet Private Wealth, LLC 2.98% Reduce -1.1% 53,789 $10.9M
Pittenger & Anderson Inc. 0.45% Add +0.5% 53,775 $10.9M
TrinityBridge Ltd 0.37% Add +7.6% 53,629 $10.9M
Laffer Tengler Investments, Inc. 2.82% Add +7.8% 53,504 $10.8M
Asset Dedication, LLC 0.75% Add +0.3% 53,487 $10.8M
Greenwood Capital Associates LLC 1.42% Reduce -1.7% 53,224 $10.8M
HTLF Bank 1.22% Reduce -3.6% 53,207 $10.8M
Capstone Financial Advisors, Inc. 0.71% Add +0.4% 53,193 $10.8M
Plimoth Trust Co. LLC 2.86% Reduce -5.4% 52,926 $10.7M
Baldwin Investment Management, LLC 1.46% Reduce -0.3% 52,782 $10.7M
Baker Ellis Asset Management LLC 1.61% Reduce -0.3% 52,762 $10.7M
Goelzer Investment Management, Inc. 0.60% Reduce -1.8% 52,590 $10.6M
Symmetry Partners, LLC 0.55% Reduce -4.4% 52,574 $10.6M
Miramar Capital, LLC 2.66% Reduce -1.4% 52,537 $10.6M
Addenda Capital Inc. 0.42% Reduce -11.3% 52,520 $10.6M
Cutler Investment Counsel LLC 1.44% Reduce -0.3% 52,276 $10.6M
Graves Light Lenhart Wealth, Inc. 1.21% Reduce -0.0% 51,360 $10.6M
Apriem Advisors 1.29% Reduce -7.3% 52,108 $10.5M
NBW Capital LLC 2.08% Reduce -0.5% 52,064 $10.5M
Compass Wealth Management LLC 2.59% Reduce -0.7% 51,866 $10.5M
Fulcrum Capital LLC 2.39% Reduce -2.0% 51,853 $10.5M
Compound Planning, Inc. 0.78% Add +14.7% 51,815 $10.5M
Ascent Wealth Partners, LLC 1.53% Reduce -1.0% 51,640 $10.4M
Ascent Group, LLC 0.85% Add +6.1% 51,512 $10.4M
KG Capital Management 3.60% Reduce -1.5% 51,752 $10.4M
Onex Canada Asset Management Inc. 1.18% Reduce -1.1% 51,397 $10.4M
Flagship Harbor Advisors, LLC 0.62% Add +16.3% 51,386 $10.4M
Rench Wealth Management, Inc. 3.73% Reduce -3.0% 51,383 $10.4M
EFG Asset Management (Americas) Corp. 2.03% Add +65.5% 51,296 $10.4M
Jamison Private Wealth Management, Inc. 1.72% Add +2.0% 51,277 $10.4M
Patton Albertson Miller Group, LLC 1.47% Add +4.2% 51,138 $10.3M
Atlanta Consulting Group Advisors, LLC 2.23% Reduce -0.5% 51,130 $10.3M
Geneos Wealth Management Inc. 0.46% Add +8.0% 51,017 $10.3M
Pacific Global Investment Management Co. 1.96% Reduce -0.1% 50,993 $10.3M
Pioneer Trust Bank N A 2.78% Reduce -9.3% 50,952 $10.3M
Bray Capital Advisors 2.58% Reduce -2.0% 50,771 $10.3M
Hudson Edge Investment Partners Inc. 1.98% Reduce -3.1% 50,661 $10.2M
Barometer Capital Management Inc. 3.95% Reduce -13.6% 50,905 $10.2M
Brave Asset Management Inc. 2.60% Reduce -1.0% 50,460 $10.2M
AlphaCore Capital LLC 2.47% Add +1.8% 50,395 $10.2M
Richard C. Young & CO., LTD. 1.24% Add +5.1% 50,389 $10.2M
J.W. Cole Advisors, Inc. 0.48% Add +27.0% 50,347 $10.2M
SPX Gestao de Recursos Ltda 1.54% Reduce -9.2% 50,289 $10.2M
Ballast Advisors LLC 3.21% Reduce -2.8% 49,975 $10.1M
Whalerock Point Partners, LLC 2.70% Add +1.3% 49,837 $10.1M
Marietta Wealth Management, LLC 1.57% Reduce -1.2% 49,779 $10.1M
First Western Trust Bank 0.48% Reduce -11.2% 49,684 $10.0M
Pitcairn Co. 0.61% Add +8.5% 49,665 $10.0M
Douglass Winthrop Advisors, LLC 0.20% Add +3.7% 49,602 $10.0M
Harbour Capital Advisors, LLC 2.38% Add +0.1% 48,829 $10.0M
Magnus Financial Group LLC 1.13% Reduce -2.6% 49,416 $10.0M
American National Bank & Trust 1.24% Reduce -2.3% 49,367 $10.0M
Frisch Financial Group, Inc. 3.02% Reduce -1.7% 49,355 $10.0M
XML Financial, LLC 1.00% Reduce -3.4% 49,264 $10.0M
Strategic Wealth Partners, Ltd. 1.04% Reduce -9.7% 49,122 $9.9M
Avior Wealth Management, LLC 0.43% Reduce -3.7% 49,086 $9.9M
Adalta Capital Management LLC 5.38% Reduce -0.1% 48,934 $9.9M
IFP Advisors, Inc 0.39% Add +34.2% 48,846 $9.9M
Texas Capital Bank Wealth Management Services Inc 1.03% Add +7.3% 48,821 $9.9M
Commonwealth Retirement Investments LLC 4.52% Reduce -1.5% 48,815 $9.9M
L & S Advisors Inc 1.26% Add +170.3% 48,641 $9.8M
Quadrant Capital Group LLC 0.73% Add +3.0% 48,620 $9.8M
Financial Partners Group, LLC 3.80% Add +0.0% 48,349 $9.8M
Wellington Shields & Co., LLC 3.19% Add +0.0% 48,348 $9.8M
Bridge Creek Capital Management LLC 3.14% Reduce -4.5% 48,254 $9.8M
Seaview Investment Managers LLC 2.94% Reduce -4.3% 48,223 $9.8M
Wintrust Investments LLC 0.79% Add +1.0% 48,151 $9.7M
Earnest Partners LLC 0.05% Reduce -1.1% 48,056 $9.7M
First Hawaiian Bank 0.33% Reduce -3.4% 47,929 $9.7M
Knights of Columbus Asset Advisors LLC 0.63% Reduce -2.2% 47,895 $9.7M
DoubleLine ETF Adviser LP 2.54% Reduce -3.9% 47,758 $9.7M
McGinn Penninger Investment Management, Inc. 6.56% Reduce -0.6% 47,701 $9.6M
Stokes Family Office, LLC 1.13% Reduce -0.4% 47,688 $9.6M
Community Bank & Trust, Waco, Texas 2.40% Add +0.2% 47,485 $9.6M
Diversify Advisory Services, LLC 0.53% Reduce -11.3% 46,200 $9.6M
Socorro Asset Management LP 3.73% No change 47,305 $9.6M
K.J. Harrison & Partners Inc 1.57% Reduce -1.0% 47,301 $9.6M
Intact Investment Management Inc. 0.36% Reduce -7.8% 47,300 $9.6M
Van Hulzen Asset Management, LLC 0.64% Reduce -31.8% 47,289 $9.6M
Bangor Savings Bank 0.96% Reduce -2.1% 47,290 $9.6M
Ameritas Advisory Services, LLC 0.36% Reduce -0.9% 47,276 $9.6M
Colonial Trust Co / SC 1.68% Add +7.6% 47,246 $9.6M
Independence Bank of Kentucky 2.53% Add +4.9% 47,221 $9.6M
Joel Isaacson & Co., LLC 0.50% Reduce -1.1% 47,187 $9.5M
Trajan Wealth LLC 0.61% Add +4.5% 47,037 $9.5M
MN Wealth Advisors, LLC 5.51% Add +0.7% 46,954 $9.5M
Skylands Capital, LLC 1.34% Reduce -5.0% 46,855 $9.5M
SlateStone Wealth, LLC 1.03% Reduce -31.2% 46,845 $9.5M
Brighton Jones LLC 0.31% Add +11.7% 46,668 $9.4M
Profund Advisors LLC 0.35% Reduce -3.4% 46,500 $9.4M
Boston Family Office LLC 0.68% Reduce -2.0% 46,449 $9.4M
Oxford Financial Group, LTD. LLC 0.62% Add +4.5% 46,445 $9.4M
Sompo Asset Management Co., Ltd. 1.59% Reduce -21.6% 46,434 $9.4M
Wittenberg Investment Management, Inc. 3.23% No change 46,412 $9.4M
Wealth Advisory Solutions, LLC 2.54% Reduce -1.2% 46,330 $9.4M
Sage Mountain Advisors LLC 0.87% Add +7.7% 46,322 $9.4M
Stablepoint Partners, LLC 1.81% Reduce -11.9% 44,381 $9.4M
Shepherd Financial Partners LLC 1.21% Add +0.7% 46,218 $9.3M
Confluence Wealth Services, Inc. 0.74% Add +12.2% 46,153 $9.3M
Schulhoff & Co. Inc. 4.21% Reduce -2.5% 46,141 $9.3M
D L Carlson Investment Group Inc. 1.80% Reduce -1.1% 46,124 $9.3M
Certuity, LLC 0.74% Reduce -18.9% 46,120 $9.3M
Chiron Investment Management, LLC 3.65% Add +29.0% 45,996 $9.3M
Relative Value Partners Group, LLC 1.21% Add +342.6% 45,966 $9.3M
Lake Street Private Wealth, LLC 1.21% Reduce -0.0% 45,966 $9.3M
Walter & Keenan Wealth Management LLC /in/ 2.96% Reduce -0.1% 45,914 $9.3M
Embree Financial Group 1.79% Reduce -0.9% 45,914 $9.3M
Bcwm, LLC 3.34% Add +3.2% 45,861 $9.3M
Paradigm Asset Management Co. LLC 2.58% Add +38.9% 45,691 $9.2M
Smithbridge Asset Management Inc. 1.92% Reduce -9.1% 45,686 $9.2M
Kintegral Advisory, LLC 0.89% Add +0.0% 45,636 $9.2M
Wetzel Investment Advisors, Inc. 5.30% Reduce -0.3% 46,064 $9.2M
Buck Wealth Strategies, LLC 2.72% Add +1365.4% 45,589 $9.2M
Strategic Global Advisors, LLC 1.93% Reduce -1.1% 45,580 $9.2M
Coerente Capital Management 1.80% Reduce -6.7% 45,496 $9.2M
Focus Partners Advisor Solutions, LLC 0.24% Reduce -13.9% 45,424 $9.2M
Calydon Capital 1.65% Reduce -0.9% 45,416 $9.2M
Kingswood Wealth Advisors, LLC 0.83% Add +31.5% 45,401 $9.2M
Ipswich Investment Management Co., Inc. 2.15% Reduce -0.4% 45,351 $9.2M
B & T Capital Management DBA Alpha Capital Management 1.79% Reduce -1.4% 45,348 $9.2M
Community Financial Services Group, LLC 1.97% Add +3.5% 45,230 $9.1M
Brown Miller Wealth Management, LLC 3.79% Reduce -0.3% 45,163 $9.1M
Interval Partners, LP 0.27% Reduce -80.9% 45,117 $9.1M
WESPAC Advisors SoCal, LLC 2.29% Reduce -2.4% 45,105 $9.1M
Schechter Investment Advisors, LLC 0.69% Reduce -0.8% 45,087 $9.1M
Viking Fund Management LLC 1.63% Reduce -29.7% 45,000 $9.1M
SevenBridge Financial Group, LLC 2.01% Reduce -0.2% 45,368 $9.1M
Hodges Capital Management Inc. 0.61% Reduce -13.8% 44,855 $9.1M
Beverly Hills Private Wealth, LLC 1.98% Add +7.8% 44,791 $9.1M
City Holding Co. 1.34% Add +1.0% 44,792 $9.1M
Waldron Private Wealth LLC 0.41% Add +0.7% 44,779 $9.1M
Duncker Streett & Co. Inc. 1.74% Add +0.0% 44,717 $9.0M
Old Second National Bank of Aurora 2.32% Reduce -2.9% 44,659 $9.0M
Itau Unibanco Holding S.A. 0.37% New 44,621 $9.0M
McRae Capital Management Inc. 2.06% Reduce -0.5% 44,566 $9.0M
Elk River Wealth Management LLC 1.76% Add +0.6% 44,535 $9.0M
Advocate Group LLC 1.81% Add +2.9% 44,409 $9.0M
Abbrea Capital, LLC 1.19% Reduce -1.5% 44,402 $9.0M
Lanark Financial, Inc. 0.82% Add +0.4% 44,402 $9.0M
Canal Capital Management, LLC 1.53% Reduce -1.4% 44,393 $9.0M
Nelson Capital Management, LLC 1.59% Reduce -0.6% 44,390 $9.0M
Bridgewater Advisors Inc. 1.11% Add +15.9% 43,007 $9.0M
Wright Investors Service Inc. 2.36% Reduce -9.6% 44,365 $9.0M
Parthenon LLC 1.14% Reduce -1.9% 44,339 $9.0M
Stokes Capital Advisors, LLC 2.49% Reduce -2.0% 44,299 $9.0M
Dean Investment Associates, LLC 1.27% Reduce -5.4% 44,190 $8.9M
Copeland Capital Management, LLC 0.17% Add +16.9% 44,042 $8.9M
Stratos Investment Management, LLC 0.74% Reduce -19.1% 43,894 $8.9M
RPG Investment Advisory, LLC 1.31% Reduce -1.0% 43,793 $8.9M
Traynor Capital Management, Inc. 0.75% Add +3.1% 43,640 $8.8M
Peterson Wealth Services 3.08% Add +0.9% 43,638 $8.8M
Granite Investment Partners, LLC 0.37% Reduce -0.0% 43,616 $8.8M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2.29% Reduce -4.0% 43,566 $8.8M
Townsend Asset Management Corp. /NC/ 3.40% Add +2.0% 43,378 $8.8M
Garland Capital Management Inc. 6.20% Reduce -4.7% 43,365 $8.8M
Beacon Financial Group 1.00% Add +0.2% 43,265 $8.8M
Bogart Wealth, LLC 0.45% Reduce -2.9% 43,253 $8.7M
Harbour Investments, Inc. 0.29% Reduce -11.7% 43,176 $8.7M
Westover Capital Advisors, LLC 2.25% Add +12.0% 43,162 $8.7M
Leith Wheeler Investment Counsel Ltd. 0.75% Add +36.0% 43,107 $8.7M
Redmond Asset Management, LLC 2.87% Reduce -7.8% 43,084 $8.7M
First Interstate Bank 0.58% Reduce -1.8% 43,022 $8.7M
Boyd Watterson Asset Management LLC 2.51% Reduce -2.8% 42,951 $8.7M
Asset Planning Services Inc. /La/ 4.58% Reduce -1.6% 42,887 $8.7M
Claro Advisors Inc. 1.36% Add +3.6% 42,847 $8.7M
American Money Management, LLC 1.85% Reduce -14.0% 42,823 $8.7M
Global Wealth Management Investment Advisory, Inc. 2.01% Add +3.5% 42,805 $8.7M
Evexia Wealth LLC 3.24% Reduce -0.6% 41,093 $8.6M
Premier Fund Managers Ltd 0.35% Reduce -4.0% 43,315 $8.6M
Intrust Bank NA 0.92% Add +0.0% 42,649 $8.6M
Concentric Wealth Management, LLC 2.25% Add +0.2% 42,576 $8.6M
SageView Advisory Group, LLC 0.54% New 42,563 $8.6M
Exchange Traded Concepts, LLC 0.22% Add +64325.8% 42,521 $8.6M
LGT Fund Management Co Ltd. 1.07% Add +149.1% 42,363 $8.6M
DT Investment Partners, LLC 0.76% Add +2.2% 42,338 $8.6M
Banque Pictet & Cie SA 0.09% Reduce -16.8% 42,325 $8.6M
Private Trust Co. NA 0.92% Reduce -4.0% 42,258 $8.5M
Kavar Capital Partners Group, LLC 1.54% Reduce -0.2% 42,210 $8.5M
Hilton Capital Management, LLC 0.72% Add +5.0% 42,177 $8.5M
Twinbeech Capital LP 0.17% Reduce -58.6% 42,123 $8.5M
Northwest Bancshares, Inc. 1.45% Reduce -8.0% 41,987 $8.5M
Unison Asset Management LLC 4.30% Add +1.9% 41,976 $8.5M
Jacobi Capital Management LLC 0.74% Add +0.1% 41,970 $8.5M
Providence Capital Advisors, LLC 1.85% Add +0.8% 41,878 $8.5M
B.O.S.S. Retirement Advisors, LLC 2.16% Add +55.3% 41,825 $8.5M
YHB Investment Advisors, Inc. 0.73% Add +6.2% 41,671 $8.4M
American Trust 0.69% Reduce -2.5% 41,547 $8.4M
PDS Planning, Inc 0.85% Add +3.7% 41,543 $8.4M
Mandatum Life Insurance Co Ltd 2.81% No change 41,502 $8.4M
First Nebraska Trust Co 0.86% Reduce -0.3% 41,340 $8.4M
Jaffetilchin Investment Partners, LLC 0.71% Add +2.1% 41,284 $8.4M
Seneca House Advisors 3.61% Reduce -10.3% 41,174 $8.3M
Bradley & Co. Private Wealth Management, LLC 6.15% Reduce -2.0% 41,095 $8.3M
Strategic Advisors LLC 1.61% Reduce -4.2% 41,011 $8.3M
RBF Capital, LLC 0.48% No change 41,000 $8.3M
Farther Finance Advisors, LLC 0.40% Add +30.0% 40,291 $8.3M
Capital Asset Advisory Services LLC 0.45% Add +0.6% 39,860 $8.3M
Pinnacle Wealth Management Advisory Group, LLC 0.85% Reduce -0.4% 40,911 $8.3M
Ethic Inc. 0.19% Add +21.7% 40,741 $8.2M
Fidelis Capital Partners, LLC 1.17% Add +13.5% 41,108 $8.2M
Chronos Wealth Management, LLC 4.58% Add +0.0% 40,703 $8.2M
Hixon Zuercher, LLC 3.47% Reduce -11.4% 40,695 $8.2M
Harvey Capital Management Inc. 2.16% Reduce -5.7% 40,665 $8.2M
DF Dent & Co. Inc. 0.11% Reduce -13.7% 40,532 $8.2M
Covington Investment Advisors Inc. 1.31% Reduce -11.3% 40,513 $8.2M
Capital Group Investment Management Pte. LTD. 1.77% Reduce -24.0% 40,391 $8.2M
Selway Asset Management 3.33% Reduce -1.7% 40,337 $8.2M
Arvest Investments, Inc. 1.31% Reduce -3.2% 40,318 $8.2M
Baader Bank Aktiengesellschaft 0.64% Reduce -5.7% 40,288 $8.1M
Giverny Capital 0.34% Add +2.6% 40,226 $8.1M
Hilltop Holdings Inc. 0.95% Reduce -2.3% 40,205 $8.1M
Arrow Financial Corp 0.79% Reduce -4.7% 40,145 $8.1M
Fusion Capital, LLC 3.70% Reduce -2.0% 40,134 $8.1M
AlTi Global, Inc. 0.22% Reduce -3.5% 39,996 $8.1M
Anchor Investment Management, LLC 0.83% Add +3.1% 39,993 $8.1M
Alpha Omega Wealth Management LLC 1.54% Reduce -1.0% 39,961 $8.1M
Vise Technologies, Inc. 1.41% Add +0.5% 39,854 $8.1M
Robertson Stephens Wealth Management, LLC 0.42% Add +2.0% 39,795 $8.0M
Citizens National Bank Trust Department 1.79% Add +0.3% 39,764 $8.0M
Tradewinds, LLC. 2.47% Add +13.6% 39,737 $8.0M
Centiva Capital, LP 0.39% Add +1557.6% 39,567 $8.0M
Graypoint LLC 0.55% Reduce -10.9% 39,492 $8.0M
Empire Financial Management Company, LLC 2.63% Add +1.6% 39,385 $8.0M
Turtle Creek Wealth Advisors, LLC 1.84% Add +10.6% 39,308 $8.0M
Bristlecone Advisors, LLC 0.68% Reduce -2.3% 39,291 $7.9M
Mirabaud Asset Management Ltd 3.65% New 39,227 $7.9M
McDonald Partners LLC 2.13% Reduce -1.7% 39,220 $7.9M
Mechanics Bank Trust Department 1.13% Add +1.2% 39,216 $7.9M
Arjuna Capital 2.13% Add +1.4% 39,170 $7.9M
Girard Partners LTD. 0.75% Reduce -9.0% 39,155 $7.9M
Soltis Investment Advisors LLC 0.84% Add +0.8% 39,042 $7.9M
Lorne Steinberg Wealth Management Inc. 2.54% Add +0.0% 39,041 $7.9M
Parcion Private Wealth LLC 0.72% Reduce -3.2% 39,039 $7.9M
Centaurus Financial, Inc. 0.52% Add +17.8% 38,968 $7.9M
Summerhill Capital Management lnc. 5.58% Reduce -2.8% 38,935 $7.9M
Independent Financial Group, LLC 0.32% Reduce -2.4% 38,905 $7.9M
Van Strum & Towne Inc. 2.85% Reduce -0.7% 38,774 $7.8M
Checchi Capital Advisers, LLC 0.62% Add +0.6% 38,750 $7.8M
Chemistry Wealth Management LLC 2.02% Reduce -0.9% 38,739 $7.8M
Little House Capital LLC 2.44% Add +13.0% 38,628 $7.8M
Peloton Wealth Strategists 3.25% Reduce -0.2% 38,336 $7.8M
Qtron Investments LLC 1.12% No change 38,295 $7.7M
Philadelphia Trust Co. 0.60% Add +0.5% 38,263 $7.7M
Advanced Asset Management Advisors Inc 2.06% Reduce -0.1% 38,260 $7.7M
Essex LLC 1.73% Add +0.6% 38,227 $7.7M
Drucker Wealth 3.0, LLC 2.05% — 38,226 $7.7M
Roberts Wealth Advisors, LLC 2.63% Add +0.6% 37,144 $7.7M
CHURCHILL MANAGEMENT Corp 0.09% Add +22.9% 38,076 $7.7M
Hennessy Advisors Inc. 0.29% Reduce -5.5% 38,000 $7.7M
Beacon Bank & Trust 1.93% Reduce -4.5% 37,935 $7.7M
DLK Investment Management, LLC 3.18% Reduce -0.5% 37,931 $7.7M
Souders Financial Advisors 1.16% Add +5.0% 37,910 $7.7M
Legacy Financial Advisors, Inc. 1.35% Reduce -5.5% 37,516 $7.6M
Allen Capital Group, LLC 1.07% Reduce -2.5% 37,496 $7.6M
PFG Advisors 0.51% Add +1.7% 37,494 $7.6M
Legacy Trust 1.89% Reduce -6.5% 37,473 $7.6M
tru Independence LLC 2.29% Reduce -0.6% 37,453 $7.6M
Howland Capital Management LLC 0.36% Reduce -2.7% 37,425 $7.6M
Somerset Trust Co 3.10% Reduce -0.2% 37,403 $7.6M
Owen LaRue, LLC 4.68% Reduce -6.1% 37,363 $7.6M
Jacobs Levy Equity Management, Inc. 0.03% Add +486.1% 37,359 $7.6M
White Pine Investment CO 2.22% Add +1.8% 37,326 $7.5M
Trivium Point Advisory, LLC 1.12% Add +8.7% 37,307 $7.5M
Boston Research & Management Inc. 1.90% Reduce -1.5% 37,120 $7.5M
Martin Capital Partners, LLC 3.02% Reduce -3.6% 37,021 $7.5M
SPC Financial, Inc. 0.69% Add +4.8% 36,912 $7.5M
Parkwood LLC 0.93% Add +2.1% 36,812 $7.4M
Sitrin Capital Management LLC 3.96% Add +0.4% 36,808 $7.4M
Systematic Alpha Investments, LLC 0.28% No change 36,804 $7.4M
First Personal Financial Services 1.68% Reduce -0.4% 36,797 $7.4M
Brick & Kyle, Associates 3.09% Add +3.4% 36,775 $7.4M
Capital Investment Counsel, LLC 1.46% Add +3.3% 36,760 $7.4M
Belpointe Asset Management LLC 0.52% Add +1.9% 36,744 $7.4M
Focus Financial Network, Inc. 0.32% Add +4.7% 34,207 $7.4M
Security National Bank 1.08% Reduce -1.1% 36,606 $7.4M
Baugh & Associates, LLC 3.84% Reduce -4.7% 34,887 $7.4M
Institutional & Family Asset Management, LLC 1.13% Reduce -1.4% 36,563 $7.4M
New Hampshire Trust 1.68% Add +0.3% 36,373 $7.4M
Semmax Financial Advisors Inc. 2.21% Add +6.4% 35,365 $7.4M
Excalibur Management Corp. 2.99% Add +0.5% 36,254 $7.3M
Exchange Capital Management, Inc. 1.19% Reduce -1.0% 36,138 $7.3M
Bowen Hanes & Co. Inc. 0.20% Reduce -0.6% 35,980 $7.3M
Elevation Point Wealth Partners, LLC 0.57% Reduce -0.8% 35,817 $7.2M
Founders Capital Management 4.69% Reduce -1.1% 35,809 $7.2M
McBroom & Associates, LLC 4.54% Add +3.5% 35,803 $7.2M
Dumont & Blake Investment Advisors LLC 1.02% Add +99.7% 35,696 $7.2M
Wedmont Private Capital 0.45% Add +9.5% 35,161 $7.2M
Cordatus Wealth Management LLC 2.70% Add +0.1% 35,592 $7.2M
Schmidt P J Investment Management Inc. 1.31% Add +1.1% 35,530 $7.2M
TFG Advisers LLC 2.78% Reduce -2.1% 35,480 $7.2M
Blue Fin Capital, Inc. 1.43% Reduce -0.1% 35,434 $7.2M
Jefferies Financial Group Inc. 0.15% Reduce -86.1% 35,353 $7.2M
Gifford Fong Associates 1.89% No change 35,296 $7.1M
Kestra Investment Management, LLC 0.48% — 35,177 $7.1M
Paradiem, LLC 1.78% No change 35,174 $7.1M
DRW Securities, LLC 0.44% Add +29.0% 35,173 $7.1M
Augustine Asset Management Inc. 2.74% Add +0.5% 35,100 $7.1M
Sentinel Trust Co. Lba 0.87% Add +0.1% 34,992 $7.1M
Harbor Advisory Corp. 2.44% Reduce -5.6% 34,966 $7.1M
Strategic Blueprint, LLC 0.48% Reduce -2.3% 34,930 $7.1M
Horan Capital Advisors, LLC. 2.48% Reduce -0.7% 34,908 $7.1M
Cottage Street Advisors LLC 4.15% Reduce -0.4% 34,767 $7.0M
Mission Creek Capital Partners, Inc. 1.77% Add +30.6% 34,706 $7.0M
Werlinich Asset Management, LLC 4.36% No change 35,197 $7.0M
Marcum Wealth, LLC 0.70% Add +1.2% 34,611 $7.0M
Heritage Wealth Management, Inc. 2.34% — 34,095 $7.0M
Ami Investment Management Inc. 2.43% Reduce -8.2% 34,478 $7.0M
Pathway Financial Advisers, LLC 2.50% Reduce -0.3% 34,542 $7.0M
Guyasuta Investment Advisors Inc. 0.51% Reduce -2.3% 40,869 $7.0M
Moody National Bank Trust Division 0.54% Add +4.4% 34,337 $6.9M
Palmer Knight Co 3.30% Add +0.2% 34,134 $6.9M
IFG Advisory, LLC 0.44% Add +5.9% 34,127 $6.9M
Obermeyer Wealth Partners 0.40% Add +3.5% 34,120 $6.9M
Kinsale Capital Group, Inc. 2.39% Add +20.8% 34,109 $6.9M
Trust Asset Management LLC 0.58% No change 34,101 $6.9M
Lindbrook Capital, LLC 0.65% Reduce -2.9% 34,030 $6.9M
Insigneo Advisory Services, LLC 0.78% Reduce -10.2% 35,285 $6.9M
Capital Insight Partners, LLC 1.30% Reduce -5.6% 33,973 $6.9M
Bill Few Associates, Inc. 2.64% Reduce -2.6% 33,965 $6.9M
MSA Advisors, LLC 1.97% Reduce -0.6% 33,900 $6.9M
Csenge Advisory Group 0.39% Add +5.2% 33,891 $6.9M
Bell & Brown Wealth Advisors, LLC 2.63% Add +2.8% 33,872 $6.9M
Financial Strategies Group, Inc. 1.72% Add +13.9% 32,996 $6.9M
Valmark Advisers, Inc. 0.12% Add +6.2% 33,836 $6.8M
CHICAGO TRUST Co NA 1.38% Add +10.2% 33,754 $6.8M
Stonebrook Private Inc. 1.96% Add +3.7% 33,741 $6.8M
Alexander Labrunerie & Co., Inc. 3.72% Add +0.1% 33,733 $6.8M
Ameritas Investment Partners, Inc. 0.23% Reduce -2.8% 33,721 $6.8M
NTV Asset Management LLC 0.97% Reduce -0.3% 33,571 $6.8M
Patten Group, Inc. 1.60% Add +0.0% 33,546 $6.8M
WCG Wealth Advisors LLC 0.50% Add +1.6% 33,545 $6.8M
BBR Partners, LLC 0.56% Reduce -12.3% 33,544 $6.8M
Globeflex Capital L P 0.71% No change 33,400 $6.8M
Pegasus Asset Management, Inc. 2.10% Add +4.5% 33,394 $6.8M
Blue Trust, Inc. 0.09% Add +16.2% 33,710 $6.8M
Mitchell McLeod Pugh & Williams Inc. 1.54% Add +0.1% 33,369 $6.7M
Comprehensive Financial Consultants Institutional, Inc. 2.64% Add +5.0% 33,323 $6.7M
StoneX Group Inc. 0.54% Add +8.4% 33,293 $6.7M
BigSur Wealth Management LLC 2.06% Add +10.4% 33,283 $6.7M
FAS Wealth Partners, Inc. 0.58% Add +3.0% 33,249 $6.7M
EverSource Wealth Advisors, LLC 0.45% Add +10.9% 31,587 $6.7M
Stone Summit Wealth LLC 2.41% Reduce -2.5% 33,181 $6.7M
Ransom Advisory, Ltd 3.36% Add +1.2% 33,142 $6.7M
Everpar Advisors LLC 3.35% Add +5.5% 33,114 $6.7M
Western Wealth Management, LLC 0.50% Add +4.7% 33,088 $6.7M
Kentucky Farm Bureau Mutual Insurance Co 1.52% No change 33,000 $6.7M
Manhattan West Asset Management, LLC 1.80% Reduce -10.7% 32,952 $6.7M
Inscription Capital, LLC 1.07% Add +1.4% 32,763 $6.6M
Udine Wealth Management, Inc. 4.60% Add +0.1% 32,676 $6.6M
Nikulski Financial, Inc. 2.10% Add +0.3% 32,578 $6.6M
Cinctive Capital Management LP 0.35% New 32,505 $6.6M
Creegan & Nassoura Financial Group, LLC 4.51% Reduce -0.9% 32,444 $6.6M
Addison Capital Co 2.84% Add +2.4% 32,413 $6.6M
Ahl Investment Management, Inc. 4.80% Reduce -1.3% 32,388 $6.6M
Gibraltar Capital Management, Inc. 2.96% Add +10.0% 32,350 $6.5M
Resonant Capital Advisors, LLC 0.53% Add +10.4% 32,348 $6.5M
E&G Advisors, LLC 1.92% Add +1.2% 32,338 $6.5M
Chapin Davis, Inc. 2.23% Add +1.4% 32,290 $6.5M
Field & Main Bank 2.44% Add +0.3% 32,269 $6.5M
Washington Trust Advisors, Inc. 0.60% Add +1.9% 32,241 $6.5M
Forte Capital LLC 0.79% Reduce -1.0% 32,213 $6.5M
Family Legacy, Inc. 2.33% Reduce -3.2% 32,209 $6.5M
Ascentis Independent Advisors 1.35% — 32,116 $6.5M
Sheaff Brock Investment Advisors, LLC 0.60% Reduce -11.6% 32,046 $6.5M
Herold Advisors, Inc. 1.50% Add +8.3% 31,974 $6.5M
Icon Wealth Advisors, LLC 0.57% Add +37.9% 30,329 $6.5M
West Branch Capital LLC 2.40% Add +0.3% 31,903 $6.5M
Kovack Advisors, Inc. 0.71% Add +2.3% 31,896 $6.5M
First Trust Investment Solutions L.P. 0.91% Add +119.1% 31,886 $6.4M
Nilsine Partners, LLC 0.86% Add +0.3% 31,763 $6.4M
Clarity Wealth Advisors, LLC 2.07% Reduce -4.2% 31,705 $6.4M
RMR Wealth Builders 0.73% Add +4.1% 31,635 $6.4M
RFG Advisory, LLC 0.21% Add +7.5% 31,621 $6.4M
Lincoln Capital LLC 1.42% Reduce -0.1% 31,458 $6.4M
Brooks, Moore & Associates, Inc. 4.08% Reduce -0.8% 31,400 $6.4M
Bedel Financial Consulting, Inc. 0.93% Reduce -0.1% 31,318 $6.3M
Cary Street Partners Asset Management LLC 0.93% Add +1.4% 31,301 $6.3M
Silvant Capital Management LLC 0.28% No change 31,284 $6.3M
WealthPLAN Partners, LLC 0.68% Reduce -0.7% 31,243 $6.3M
Beacon Harbor Wealth Advisors, Inc. 1.64% Add +0.2% 31,226 $6.3M
Rockline Wealth Management, LLC 1.95% Add +2.5% 31,191 $6.3M
Prosperity Consulting Group, LLC 0.86% Add +1.6% 31,183 $6.3M
Legacy CG, LLC 2.14% Reduce -0.9% 31,018 $6.3M
Ironvine Capital Partners, LLC 0.69% Reduce -0.6% 30,972 $6.3M
R.m.sincerbeaux Capital Management LLC 4.12% No change 30,970 $6.3M
MIdWestOne Financial Group, Inc. 1.13% Reduce -0.9% 30,948 $6.3M
Abbot Financial Management, Inc. 3.35% Reduce -1.2% 30,934 $6.3M
Arden Trust Co 0.87% Reduce -3.1% 30,864 $6.2M
William B. Walkup & Associates, Inc. 4.08% — 30,803 $6.2M
Wealth Effects LLC 2.26% Add +1.0% 30,788 $6.2M
Stamos Capital Partners, L.P. 1.32% Add +2.3% 30,740 $6.2M
RDA Financial Network 2.04% Reduce -0.0% 30,690 $6.2M
LVW Advisors, LLC 0.91% Add +0.9% 30,681 $6.2M
Bank of New Hampshire 1.61% Reduce -2.9% 30,673 $6.2M
Regal Investment Advisors LLC 0.41% Reduce -0.4% 30,528 $6.2M
Parkside Financial Bank & Trust 0.97% Reduce -1.5% 30,478 $6.2M
Formidable Asset Management, LLC 1.00% Add +0.8% 30,421 $6.2M
Argyle Capital Management, LLC 2.53% Reduce -10.4% 30,402 $6.1M
McKinley Capital Management LLC 1.08% Reduce -22.5% 30,400 $6.1M
Americana Partners, LLC 0.48% Add +1.7% 30,327 $6.1M
MSH Capital Advisors LLC 2.05% Add +0.3% 30,309 $6.1M
Trustmark Bank Trust Department 0.49% Add +7.7% 30,253 $6.1M
9258 Wealth Management, LLC 0.94% Reduce -1.1% 30,240 $6.1M
Hamilton Point Investment Advisors, LLC 1.19% Reduce -1.1% 30,222 $6.1M
WealthShield Partners, LLC 0.93% Add +2.8% 30,215 $6.1M
Union Heritage Capital, LLC 2.40% No change 30,205 $6.1M
First Business Financial Services, Inc. 0.65% Add +3.8% 30,195 $6.1M
Leuthold Group, LLC 0.70% New 30,159 $6.1M
Lombard Odier Asset Management (Europe) Ltd 0.42% Add +7.2% 30,110 $6.1M
Syon Capital LLC 0.56% Add +1.8% 30,035 $6.1M
Argent Advisors, Inc. 2.41% Reduce -2.6% 30,001 $6.1M
Allen Holding Inc. 0.76% No change 30,000 $6.1M
Permanens Capital L.P. 0.62% Add +12.0% 29,977 $6.1M
Atlas Wealth LLC 1.07% Reduce -0.9% 29,050 $6.1M
Zevenbergen Capital Investments LLC 0.13% Reduce -1.2% 29,943 $6.1M
Cigna Investments Inc. 1.13% Reduce -2.0% 29,936 $6.1M
Hengehold Capital Management LLC 0.63% Reduce -1.3% 29,898 $6.0M
Concorde Financial Corp 3.96% Reduce -19.5% 29,814 $6.0M
Buckhead Capital Management LLC 2.04% Reduce -0.3% 29,811 $6.0M
Sandhill Capital Partners LLC 0.46% Reduce -2.3% 29,800 $6.0M
Lake Street Advisors Group, LLC 0.29% Reduce -0.4% 29,782 $6.0M
TRUE Private Wealth Advisors 0.68% Reduce -3.3% 29,774 $6.0M
Supplemental Annuity Collective Trust of NJ 1.85% No change 29,700 $6.0M
Paloma Partners Management Co 0.65% Add +3490.0% 29,689 $6.0M
Midland Wealth Advisors, LLC 0.36% Add +3.9% 29,686 $6.0M
Rehmann Capital Advisory Group 0.43% Add +8.5% 29,607 $6.0M
Amica Mutual Insurance Co. 0.59% Reduce -10.7% 29,579 $6.0M
Covenant Asset Management, LLC 1.34% Reduce -2.8% 29,578 $6.0M
HCR Wealth Advisors 0.85% Reduce -0.1% 29,481 $6.0M
Scissortail Wealth Management, LLC 1.52% Add +0.5% 29,462 $6.0M
Bfsg, LLC 0.75% Reduce -0.7% 29,439 $6.0M
QV Investors Inc. 0.56% Reduce -16.6% 29,430 $6.0M
Amarillo National Bank 1.13% Reduce -0.6% 29,414 $5.9M
Accurate Wealth Management, LLC 1.43% Add +4.9% 28,321 $5.9M
1834 Investment Advisors Co. 0.71% Reduce -3.4% 29,317 $5.9M
Concord Wealth Partners 1.04% Add +5.5% 29,246 $5.9M
Berry Wealth Group, LP 4.72% Add +2.3% 29,237 $5.9M
Romano Brothers and Company 0.82% Reduce -0.6% 29,212 $5.9M
Fairhaven Wealth Management, LLC 1.96% Reduce -0.6% 29,195 $5.9M
Clearstead Trust, LLC 1.47% Add +1.8% 29,159 $5.9M
Enterprise Bank & Trust Co 2.01% Add +0.3% 29,148 $5.9M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.53% No change 29,078 $5.9M
Mill Creek Capital Advisors, LLC 0.15% Add +1.9% 29,056 $5.9M
Shelter Mutual Insurance Co 1.53% No change 29,000 $5.9M
Citizens Business Bank 1.24% Reduce -13.8% 28,997 $5.9M
Exencial Wealth Advisors, LLC 0.22% Reduce -9.3% 28,980 $5.9M
MTM Investment Management, LLC 2.40% Reduce -1.6% 28,898 $5.8M
Compton Wealth Advisory Group, LLC 1.56% Add +3.2% 28,864 $5.8M
Sunbelt Securities, Inc. 0.60% Add +1.0% 28,821 $5.8M
Richard Bernstein Advisors LLC 0.13% No change 28,804 $5.8M
CFM Wealth Partners LLC 1.07% Add +2.2% 28,799 $5.8M
Hall Capital Management Co. Inc. 2.78% Add +0.8% 28,786 $5.8M
MV Capital Management, Inc. 0.65% Add +0.7% 28,688 $5.8M
DCM Advisors, LLC 3.06% Reduce -15.8% 28,663 $5.8M
Lauterbach Financial Advisors, LLC 3.81% Add +0.1% 29,058 $5.8M
Platform Technology Partners 1.99% — 28,557 $5.8M
Peddock Capital Advisors, LLC 1.49% Reduce -3.8% 28,540 $5.8M
Strategic Financial Services, Inc. 0.36% Add +1.3% 28,490 $5.8M
Gryphon Financial Partners LLC 0.86% Add +6.3% 28,472 $5.8M
Evergreen Private Wealth LLC 2.83% Add +0.9% 28,430 $5.8M
Mount Lucas Management LP 2.04% Add +80.9% 28,406 $5.7M
Act Two Investors LLC 1.13% No change 28,332 $5.7M
Red Cedar Investment Management, LLC 0.78% Add +16.0% 28,289 $5.7M
Triangle Securities Wealth Management 1.61% Reduce -2.2% 28,243 $5.7M
Delta Capital Management LLC 3.49% Add +3.6% 28,135 $5.7M
Centre Asset Management, LLC 1.31% Add +2.3% 28,120 $5.7M
Strategic Planning Group, LLC 1.24% Add +15.4% 28,108 $5.7M
Brookmont Capital Management 3.11% Reduce -2.3% 28,085 $5.7M
Cornercap Investment Counsel Inc. 0.92% Reduce -27.7% 28,049 $5.7M
Monarch Capital Management Inc. 1.66% Reduce -2.7% 27,971 $5.7M
Laurion Capital Management LP 0.19% New 27,952 $5.7M
Marino, Stram & Associates LLC 1.38% Reduce -1.0% 27,914 $5.6M
J. W. Coons Advisors, LLC 1.05% Add +1.6% 27,895 $5.6M
Mattern Wealth Management LLC 1.35% Reduce -1.7% 27,868 $5.6M
LJI Wealth Management, LLC 1.24% Reduce -0.4% 27,818 $5.6M
Valley Wealth Managers, Inc. 0.45% Reduce -7.7% 27,801 $5.6M
Great Lakes Retirement, Inc. 0.77% Add +24.2% 27,786 $5.6M
AdvisorNet Financial, Inc 0.51% Add +3.1% 27,729 $5.6M
Concourse Financial Group Securities, Inc. 0.35% Reduce -2.9% 27,714 $5.6M
Consolidated Investment Group LLC 0.87% No change 27,692 $5.6M
Invera Wealth Advisors, LLC 5.74% Add +1.5% 26,997 $5.6M
Old Port Advisors 1.67% Reduce -0.6% 27,654 $5.6M
Hayek Kallen Investment Management 2.08% Add +0.2% 27,624 $5.6M
Steel Grove Capital Advisors, LLC 0.77% Reduce -9.4% 27,591 $5.6M
Alta Capital Management LLC/ 0.35% Reduce -0.3% 27,574 $5.6M
High Note Wealth, LLC 1.70% Add +5.9% 27,548 $5.6M
Smithfield Trust Co 0.29% Reduce -0.7% 27,558 $5.6M
Hamel Associates, Inc. 1.75% Add +100.2% 27,527 $5.6M
Investors Asset Management of Georgia Inc. /Ga/ 2.71% Add +0.0% 27,525 $5.6M
Koshinski Asset Management, Inc. 0.51% Add +6.7% 26,704 $5.5M
Grove Bank & Trust 0.89% Add +2.9% 27,407 $5.5M
Symmetry Investments LP 0.69% Add +1.9% 27,405 $5.5M
Athena Investment Management 3.35% Reduce -1.2% 27,312 $5.5M
Crystal Rock Capital Management 3.30% Reduce -2.8% 27,293 $5.5M
Patriot Financial Group Insurance Agency, LLC 0.81% Add +5.3% 27,249 $5.5M
SeaCrest Wealth Management, LLC 0.63% Add +1.5% 27,201 $5.5M
GM Advisory Group, LLC 0.35% Add +0.4% 27,129 $5.5M
SkyOak Wealth, LLC 1.28% Reduce -3.0% 27,050 $5.5M
Indiana Trust & Investment Management Co 2.00% Add +1.7% 27,003 $5.5M
Ironwood Investment Counsel, LLC 0.98% Reduce -1.7% 26,997 $5.5M
Butensky & Cohen Financial Security, Inc. 1.74% Reduce -3.2% 26,989 $5.5M
Affinity Investment Advisors, LLC 4.10% Reduce -1.5% 26,974 $5.5M
Montchanin Asset Management, LLC 5.22% Add +0.4% 26,972 $5.5M
Headinvest, LLC 1.07% Reduce -3.8% 26,805 $5.4M
Redwood Investments, LLC 1.85% Reduce -3.0% 30,559 $5.4M
Scott & Selber, Inc. 1.73% Add +1.4% 26,775 $5.4M
Benjamin Edwards Inc. 1.04% Reduce -1.0% 26,775 $5.4M
Maxwell Wealth Strategies Inc. 2.65% Reduce -0.1% 26,770 $5.4M
Andrew Hill Investment Advisors, Inc. 4.50% Add +10.3% 26,764 $5.4M
Uncommon Cents Investing LLC 1.70% Reduce -0.2% 26,740 $5.4M
First PREMIER Bank 1.44% Add +0.1% 26,699 $5.4M
Holderness Investments Co. 1.27% Add +1.7% 26,682 $5.4M
GTS Securities LLC 0.11% Add +385.9% 26,680 $5.4M
Hudson Capital Management LLC 1.88% Add +1.4% 26,678 $5.4M
Monetary Management Group Inc. 1.43% Reduce -1.0% 26,654 $5.4M
Montecito Bank & Trust 1.10% Add +0.2% 26,654 $5.4M
First National Bank of Mount Dora, Trust Investment Services 1.29% Reduce -4.8% 26,527 $5.4M
Brandywine Oak Private Wealth LLC 0.55% Add +1.0% 26,510 $5.4M
Connable Office Inc. 0.58% Reduce -4.5% 26,501 $5.4M
Clarius Group, LLC 0.38% Reduce -2.5% 26,468 $5.4M
Modus Advisors, LLC 1.89% Add +1.1% 26,409 $5.3M
CoreCap Advisors, LLC 0.56% Add +0.6% 26,407 $5.3M
Parisi Gray Wealth Management 1.91% Reduce -0.3% 26,369 $5.3M
TrinityPoint Wealth, LLC 0.83% Add +1.5% 26,259 $5.3M
Mather Group, Llc. 0.07% Add +31.1% 26,453 $5.3M
Am Investment Strategies LLC 1.30% Add +1.2% 26,168 $5.3M
Coastline Trust Co 0.62% Reduce -17.0% 26,169 $5.3M
Mystic Asset Management, Inc. 2.13% Reduce -0.0% 26,068 $5.3M
Essex Bank 1.42% Reduce -0.1% 26,016 $5.3M
Codex Capital Asset Management L.L.C. 2.41% — 26,000 $5.3M
Morton Community Bank 1.48% Add +2.0% 25,963 $5.3M
Vista Investment Management 2.13% Reduce -2.6% 25,949 $5.2M
Hoey Investments, Inc. 1.00% Add +15.6% 25,879 $5.2M
Trust Point Inc. 0.42% Reduce -4.0% 25,821 $5.2M
Modern Wealth Management, LLC 0.39% Add +8.3% 25,802 $5.2M
Icon Advisers Inc. 1.20% Reduce -8.0% 25,387 $5.2M
Investment Research & Advisory Group, Inc. 2.31% Add +1.4% 25,786 $5.2M
Liberty Capital Management, Inc. 1.24% Add +1.3% 25,773 $5.2M
L. Roy Papp & Associates, LLP 0.63% Reduce -0.3% 25,750 $5.2M
Ables, Iannone, Moore & Associates, Inc. 3.44% Reduce -1.3% 25,711 $5.2M
Malaga Cove Capital, LLC 2.11% Reduce -0.3% 25,689 $5.2M
Arlington Financial Advisors, LLC 1.14% Reduce -3.0% 25,677 $5.2M
Hennion & Walsh Asset Management, Inc. 0.27% Reduce -5.6% 25,637 $5.2M
Gilliland Jeter Wealth Management LLC 1.75% Reduce -1.1% 25,618 $5.2M
Buckingham Capital Management, Inc. 0.62% Reduce -6.2% 25,592 $5.2M
Nan Shan Life Insurance Co., Ltd. 0.12% No change 25,587 $5.2M
Mathes Company, Inc. 1.89% Add +1.8% 25,488 $5.2M
Gradient Capital Advisors, LLC 1.84% Add +1.2% 25,475 $5.2M
Moloney Securities Asset Management, LLC 0.75% Reduce -0.8% 25,419 $5.1M
Connecticut Wealth Management, LLC 0.27% Add +13.6% 25,415 $5.1M
BOK Financial Private Wealth, Inc. 0.37% Reduce -0.9% 25,392 $5.1M
RB Capital Management, LLC 1.37% Add +0.2% 25,377 $5.1M
Trinity Legacy Partners, LLC 1.46% Add +5.1% 25,323 $5.1M
Saranac Partners Ltd 3.05% Add +1014.4% 25,319 $5.1M
Hunter Perkins Capital Management, LLC 1.07% Add +5.9% 25,242 $5.1M
Midwest Professional Planners, LTD. 1.71% Reduce -0.8% 25,234 $5.1M
Signet Investment Advisory Group, Inc. 2.73% Add +0.7% 25,205 $5.1M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.62% Add +5.3% 25,186 $5.1M
Valley National Advisers Inc. 0.76% Reduce -6.9% 25,165 $5.1M
1900 Wealth Management LLC 0.48% Reduce -23.8% 25,155 $5.1M
Nicolet Bankshares Inc. 1.06% Add +0.2% 25,061 $5.1M
Leelyn Smith, LLC 0.98% Add +0.1% 25,020 $5.1M
Greenfield Savings Bank 2.60% Add +0.8% 25,013 $5.1M
Monetta Financial Services Inc. 4.37% Reduce -10.7% 25,000 $5.1M
AAFMAA Wealth Management & Trust LLC 2.49% No change 25,000 $5.1M
Eos Management, L.P. 1.98% No change 25,000 $5.1M
S&co Inc. 0.35% No change 24,999 $5.1M
Calamos Wealth Management LLC 0.27% Reduce -1.1% 24,938 $5.0M
WealthPlan Investment Management, LLC 0.76% Add +6.0% 24,928 $5.0M
Mount Vernon Associates Inc. 4.47% Reduce -1.8% 24,857 $5.0M
Atlas Brown,Inc. 1.80% Reduce -5.9% 24,858 $5.0M
Dudley Capital Management, LLC 2.81% Add +6.2% 24,797 $5.0M
Bank of Stockton 1.59% Add +1.7% 24,767 $5.0M
United Bank 2.50% Add +0.8% 24,740 $5.0M
Rowlandmiller & Partners.adv 1.09% Reduce -4.7% 24,733 $5.0M
SOL Capital Management CO 0.60% Add +2.2% 24,728 $5.0M
Aspiriant, LLC 0.20% Reduce -17.3% 24,574 $5.0M
Octavia Wealth Advisors, LLC 0.68% Add +0.2% 24,571 $5.0M
Rollins Financial Advisors, LLC 0.85% Add +37.8% 24,569 $5.0M
Concord Asset Management, LLC 1.23% Add +12.2% 24,561 $5.0M
Klingman & Associates, LLC 0.34% Add +112.3% 24,532 $5.0M
Rosenblum Silverman Sutton S F Inc. 1.33% Reduce -0.6% 24,508 $5.0M
Mountain Pacific Investment Advisers LLC 0.37% Reduce -4.7% 24,468 $4.9M
Long Run Wealth Advisors, LLC 1.25% Reduce -12.3% 24,453 $4.9M
Wilkins Investment Counsel Inc. 0.74% Reduce -1.4% 24,432 $4.9M
Shoker Investment Counsel, Inc. 1.74% Reduce -5.0% 24,423 $4.9M
Lee Danner & Bass Inc. 0.38% — 24,362 $4.9M
Roanoke Asset Management Corp./ NY 1.65% Add +0.1% 24,357 $4.9M
McKinley Carter Wealth Services, Inc. 0.31% Reduce -1.5% 24,319 $4.9M
Winch Advisory Services, LLC 1.40% Add +1.4% 24,289 $4.9M
SeaBridge Investment Advisors LLC 1.27% Reduce -0.1% 24,277 $4.9M
Legacy Advisors, LLC 0.60% Add +19.1% 24,236 $4.9M
Columbia Bank 1.90% Add +2.8% 24,225 $4.9M
Premier Path Wealth Partners, LLC 0.83% Add +4.1% 24,221 $4.9M
Charles Schwab Trust Co 0.45% Add +4.8% 24,204 $4.9M
Guardian Wealth Advisors, LLC / NC 0.57% Add +0.3% 24,182 $4.9M
Avestar Capital, LLC 0.54% Add +20.0% 24,156 $4.9M
Newman Dignan & Sheerar, Inc. 1.26% Reduce -1.9% 24,149 $4.9M
Harbor Advisors LLC 0.90% No change 24,148 $4.9M
Sterling Investment Advisors, Ltd. 1.32% Reduce -0.7% 24,066 $4.9M
Mechanics Financial Corp 2.50% Reduce -0.6% 24,048 $4.9M
Studio Investment Management LLC 1.11% Add +2.8% 24,018 $4.9M
Patrick M Sweeney & Associates, Inc. 3.92% Reduce -0.0% 24,001 $4.9M
Fairfield, Bush & Co. 2.91% Reduce -3.5% 23,976 $4.8M
Laird Norton Wetherby Trust Company, LLC 0.68% No change 23,890 $4.8M
Doliver Advisors, LP 1.34% Reduce -3.6% 23,771 $4.8M
Seascape Capital Management 1.79% Add +0.8% 23,742 $4.8M
Pacifica Partners Inc. 2.06% Reduce -0.5% 23,036 $4.8M
Mine & Arao Wealth Creation & Management, LLC. 2.34% Add +15.3% 23,734 $4.8M
Blue Edge Capital, LLC 0.79% Reduce -0.0% 23,727 $4.8M
Blume Capital Management, Inc. 1.15% Reduce -0.2% 23,562 $4.8M
Granite Bay Wealth Management, LLC 2.54% Add +4.7% 23,429 $4.7M
WD Rutherford LLC 2.38% Reduce -1.2% 23,402 $4.7M
Holowesko Partners Ltd. 2.67% Reduce -66.7% 23,400 $4.7M
Dynasty Wealth Management, LLC 0.14% Add +5.0% 23,385 $4.7M
Twin Tree Management, LP 0.14% New 23,276 $4.7M
Bowman & Co S.C. 2.73% Add +7.2% 23,251 $4.7M
West Michigan Advisors, LLC 1.50% Add +1.4% 23,234 $4.7M
Synergy Asset Management, LLC 0.74% Add +35.8% 23,224 $4.7M
Trifecta Capital Advisors, LLC 1.04% Add +2.5% 23,201 $4.7M
BNC Wealth Management, LLC 1.74% Add +238.0% 23,171 $4.7M
Sheets Smith Wealth Management 0.56% Reduce -1.0% 23,123 $4.7M
Strategic Investment Advisors / MI 0.57% Add +63.4% 23,112 $4.7M
Pavion Blue Capital, LLC 2.30% Reduce -0.8% 23,070 $4.7M
Founders Financial Alliance, LLC 1.38% Reduce -6.6% 23,013 $4.7M
Key Financial Inc 1.12% Add +1.1% 23,001 $4.7M
Mitsubishi UFJ Asset Management (UK) Ltd. 2.40% Reduce -11.5% 23,000 $4.7M
Wakefield Asset Management LLLP 1.63% Add +1.3% 22,996 $4.7M
Richard P Slaughter Associates Inc 1.10% Reduce -1.6% 22,996 $4.7M
O'ROURKE & COMPANY, Inc 2.62% Reduce -0.3% 22,980 $4.6M
Citizens & Northern Corp. 1.45% Reduce -4.9% 22,964 $4.6M
Grandfield & Dodd, LLC 0.29% Reduce -4.5% 22,957 $4.6M
Advisors Management Group Inc. 1.16% Add +5.0% 22,878 $4.6M
Trustco Bank Corp. N Y 4.92% Reduce -1.8% 22,867 $4.6M
Capital Investment Advisory Services, LLC 0.48% Add +1.7% 22,863 $4.6M
IMA Advisory Services, Inc. 2.04% Reduce -0.8% 22,810 $4.6M
Gables Capital Management Inc. 2.41% Reduce -1.4% 22,789 $4.6M
NCM Capital Management, LLC 2.42% Add +0.0% 22,779 $4.6M
Certified Advisory Corp 0.58% Add +1.2% 22,778 $4.6M
NWF Advisory Services Inc. 0.73% Reduce -5.7% 22,723 $4.6M
Hudock, Inc. 0.86% Add +0.1% 22,713 $4.6M
Adirondack Trust Co. 1.87% Reduce -0.3% 22,702 $4.6M
Lineweaver Wealth Advisors, LLC 0.95% Reduce -0.4% 22,691 $4.6M
Transatlantique Private Wealth LLC 1.87% Add +0.1% 22,728 $4.6M
Bank Hapoalim BM 0.68% Reduce -10.1% 22,604 $4.6M
Delta Financial Group, Inc. 1.91% Reduce -1.8% 22,517 $4.6M
Pinkerton Wealth, LLC 0.70% Add +5.5% 22,504 $4.6M
Curbstone Financial Management Corp 0.99% Reduce -3.8% 22,500 $4.6M
Central Valley Advisors, LLC 1.94% Add +1.1% 22,951 $4.5M
Perkins Coie Trust Co 1.06% Add +8.1% 22,430 $4.5M
Everhart Financial Group, Inc. 1.18% Add +4.9% 22,411 $4.5M
Nichols & Pratt Advisers LLP 0.31% Reduce -5.8% 22,362 $4.5M
Intrepid Financial Planning Group LLC 1.94% Add +0.9% 22,301 $4.5M
Altrius Capital Management Inc 1.19% Add +0.5% 22,283 $4.5M
Norway Savings Bank 2.57% Add +0.7% 22,276 $4.5M
GeoWealth Management, LLC 0.20% Add +16.8% 22,242 $4.5M
Argus Investors' Counsel, Inc. 2.76% Add +2.7% 22,239 $4.5M
Weil Company, Inc. 1.64% Reduce -1.7% 22,166 $4.5M
Keystone Financial Group 1.63% Add +6.1% 22,138 $4.5M
Kensington Investment Counsel, LLC 1.98% Add +3.4% 22,135 $4.5M
Kampmann Melissa S. 3.26% Add +1.4% 22,051 $4.5M
Larson Financial Group LLC 0.30% Add +5.6% 22,048 $4.5M
Wasatch Advisors LP 0.02% Reduce -8.3% 22,030 $4.5M
Beaton Management Co. Inc. 2.39% Reduce -0.1% 22,017 $4.5M
CX Institutional 0.21% Reduce -6.3% 22,009 $4.5M
Virginia Wealth Management Group, Inc. 4.06% Reduce -0.5% 22,002 $4.5M
Massachusetts Wealth Management 2.98% Add +0.3% 21,934 $4.4M
Signature Estate & Investment Advisors LLC 0.11% Add +318.2% 21,921 $4.4M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +57.6% 21,875 $4.4M
Cornerstone Wealth Management, LLC 0.34% Reduce -9.7% 21,872 $4.4M
Eagle Capital Management, LLC 1.95% Add +0.4% 21,867 $4.4M
Occidental Asset Management, LLC 0.78% Reduce -8.2% 21,834 $4.4M
Lodestone Wealth Management LLC 2.33% Reduce -0.7% 21,812 $4.4M
Prestige Wealth Management Group LLC 0.95% Add +43.2% 21,785 $4.4M
Horizon Investments, LLC 0.12% Reduce -66.7% 21,890 $4.4M
Sweeney & Michel, LLC 1.87% Reduce -1.3% 21,162 $4.4M
Account Management LLC 4.98% Reduce -2.3% 21,715 $4.4M
SWS Partners 1.31% Reduce -5.4% 21,720 $4.4M
Providence Wealth Advisors, LLC 3.50% Add +0.7% 21,379 $4.4M
Ameliora Wealth Management Ltd. 1.99% Reduce -5.5% 21,681 $4.4M
Sugarloaf Wealth Management, LLC 0.78% Reduce -0.0% 21,674 $4.4M
Bank Ozk 1.90% Reduce -0.0% 21,657 $4.4M
Marathon Capital Management 1.12% Add +1.9% 21,629 $4.4M
West Oak Capital, LLC 1.76% Add +0.1% 21,612 $4.4M
Lincoln Capital Corp. 1.88% Reduce -9.9% 21,605 $4.4M
Convergence Investment Partners, LLC 1.27% Reduce -8.4% 21,552 $4.4M
Pine Ridge Advisers LLC 0.46% No change 21,500 $4.3M
Edgewood Management LLC 0.01% No change 21,464 $4.3M
Smartleaf Asset Management LLC 0.71% Add +28.5% 21,756 $4.3M
Second Line Capital, LLC 1.32% Add +8.9% 21,405 $4.3M
River Street Advisors LLC 2.68% Add +14.6% 21,367 $4.3M
VeraBank, N.A. 1.34% Reduce -0.7% 21,344 $4.3M
Platte River Wealth Advisors, LLC 1.21% Reduce -2.8% 21,303 $4.3M
Evermay Wealth Management LLC 0.69% Add +1.5% 21,225 $4.3M
Spirit of America Management Corp. 0.87% Add +0.9% 21,192 $4.3M
Stoneridge Investment Partners LLC 1.62% Add +81.3% 21,146 $4.3M
Gilder Gagnon Howe & Co. LLC 0.05% Reduce -0.2% 21,134 $4.3M
Coppell Advisory Solutions LLC 0.70% — 21,124 $4.3M
Naviter Wealth, LLC 0.64% Add +0.3% 21,120 $4.3M
Pure Financial Advisors, LLC 0.12% Add +4.5% 21,118 $4.3M
L2 Asset Management, LLC 1.29% Reduce -35.8% 21,110 $4.3M
X-Square Capital, LLC 1.54% Reduce -1.0% 21,092 $4.3M
Sargent Investment Group, LLC 0.87% Reduce -9.1% 21,086 $4.3M
San Luis Wealth Advisors LLC 1.02% Add +0.3% 21,057 $4.3M
Financial Advisory Partners, LLC 1.59% Reduce -2.5% 21,011 $4.2M
Altfest L J & Co. Inc. 0.58% Reduce -0.2% 20,996 $4.2M
Knott David M Jr 1.69% No change 20,985 $4.2M
Quantitative Investment Management, LLC 0.46% New 20,926 $4.2M
Royal Capital Wealth Management, LLC 3.18% Add +1.8% 20,867 $4.2M
Northcape Wealth Management, LLC 1.52% Add +2.3% 20,865 $4.2M
Marks Group Wealth Management, Inc 0.44% Reduce -3.5% 20,838 $4.2M
apricus wealth, LLC 3.01% Reduce -3.8% 20,815 $4.2M
DeDora Capital, Inc. 1.29% Add +0.3% 20,804 $4.2M
Triasima Portfolio Management inc. 0.38% Add +1.5% 20,777 $4.2M
SOA Wealth Advisors, LLC. 0.85% Reduce -1.9% 20,771 $4.2M
FCG Investment Co 3.19% Add +26.4% 20,770 $4.2M
Liberty One Investment Management, LLC 0.47% Reduce -7.1% 20,725 $4.2M
Wunderlich Capital Managemnt 1.87% Reduce -1.6% 20,718 $4.2M
Farmers & Merchants Trust Co of Chambersburg PA 1.69% Reduce -1.4% 20,680 $4.2M
FLC Capital Advisors 1.03% Add +0.0% 20,661 $4.2M
Proquility Private Wealth Partners, LLC 1.42% Reduce -3.3% 20,626 $4.2M
Brown, Lisle/Cummings, Inc. 1.36% Reduce -1.3% 20,568 $4.2M
Abacus Planning Group, Inc. 0.81% Add +1.3% 20,560 $4.2M
Archford Capital Strategies, LLC 0.67% Reduce -1.1% 20,555 $4.2M
NORTHSTAR ASSET MANAGEMENT Co 1.01% Reduce -1.0% 20,541 $4.2M
Zullo Investment Group, Inc. 1.82% Add +0.7% 20,504 $4.1M
Sanders Morris Harris LLC 0.68% No change 20,494 $4.1M
Financial Advocates Investment Management 0.26% Reduce -15.7% 20,488 $4.1M
Peachtree Investment Partners, LLC 1.62% Add +2.3% 20,480 $4.1M
Archer Investment Corp 1.21% Reduce -0.6% 20,427 $4.1M
Beaumont Financial Advisors, LLC 0.33% Add +0.7% 20,427 $4.1M
Leisure Capital Management 1.92% Reduce -0.4% 20,408 $4.1M
Founders Financial Securities LLC 0.39% Add +28.0% 20,389 $4.1M
Prudent Man Advisors, LLC 1.46% Add +4.0% 20,381 $4.1M
GC Wealth Management RIA, LLC 0.81% Add +0.4% 20,353 $4.1M
Resurgent Financial Advisors LLC 2.57% Reduce -3.4% 20,325 $4.1M
Regatta Capital Group, LLC 0.89% Add +3.6% 20,318 $4.1M
Mirabaud & Cie SA 1.39% Reduce -3.9% 20,315 $4.1M
Ruffer LLP 0.18% Add +30.4% 20,265 $4.1M
Finer Wealth Management, Inc. 2.64% Reduce -4.9% 20,216 $4.1M
Manchester Capital Management LLC 0.49% Add +0.5% 20,213 $4.1M
Second Half Financial Partners, LLC 3.27% Reduce -3.0% 20,183 $4.1M
St. Louis Trust Co 0.62% No change 20,181 $4.1M
StrongBox Wealth, LLC 1.93% Add +1.1% 20,163 $4.1M
WMS Partners, LLC 0.26% Add +25.2% 20,162 $4.1M
Jmac Enterprises LLC 0.72% Reduce -3.3% 20,162 $4.1M
BCGM Wealth Management, LLC 1.41% Add +5.5% 20,108 $4.1M
Acropolis Investment Management, LLC 0.26% Add +3.5% 20,106 $4.1M
Poehling Capital Management, INC. 1.11% Reduce -3.8% 20,105 $4.1M
180 Wealth Advisors, LLC 0.66% Add +0.9% 19,593 $4.1M
Relyea Zuckerberg Hanson LLC 0.68% Add +1.4% 20,095 $4.1M
Simon Quick Advisors, LLC 0.29% Reduce -5.5% 20,054 $4.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.12% Add +10.0% 20,052 $4.1M
Sustainable Insight Capital Management, LLC 2.03% Add +26.5% 20,048 $4.1M
Sculati Wealth Management, LLC 1.74% Reduce -1.4% 20,024 $4.1M
J. Safra Sarasin Holding AG 0.07% — 20,023 $4.0M
Cassaday & Co Wealth Management LLC 0.13% Reduce -1.0% 20,006 $4.0M
Outfitters Financial LLC 3.37% Reduce -2.0% 19,988 $4.0M
Bell Bank 0.34% Add +4.5% 19,972 $4.0M
Nicholas Investment Partners, LP 0.47% No change 19,967 $4.0M
Family Manage LLC 0.71% Add +2.8% 19,917 $4.0M
River Global Investors LLP 1.10% Reduce -1.3% 19,860 $4.0M
Symphony Financial, Ltd. Co. 0.73% Add +51.2% 19,829 $4.0M
Avidian Wealth Enterprises, LLC 0.19% Add +15.4% 19,724 $4.0M
Blueprint Investment Partners LLC 0.86% Add +4.1% 19,722 $4.0M
Quadcap Wealth Management, LLC 0.72% Reduce -1.7% 19,718 $4.0M
Violich Capital Management, Inc. 0.54% No change 19,695 $4.0M
Wrapmanager Inc. 1.10% Add +11.5% 19,688 $4.0M
Guardian Investment Management 2.85% Reduce -2.5% 19,674 $4.0M
Ritter Daniher Financial Advisory LLC / DE 1.27% Add +0.2% 19,671 $4.0M
Cobblestone Capital Advisors LLC 0.24% Reduce -2.9% 19,623 $4.0M
Point Windward Advisors Inc. 1.64% Reduce -0.7% 19,612 $4.0M
Greenline Partners, LLC 0.60% Reduce -40.1% 19,292 $4.0M
Agate Pass Investment Management, LLC 2.10% Reduce -2.6% 19,524 $3.9M
Piscataqua Savings Bank 3.50% Reduce -0.6% 19,501 $3.9M
Sawgrass Asset Management LLC 0.43% Reduce -2.3% 19,442 $3.9M
O'Dell Group, LLC 0.96% No change 19,621 $3.9M
Opinicus Capital, Inc. 3.31% Add +1.8% 19,409 $3.9M
Phoenix Wealth Advisors 1.97% Reduce -2.2% 19,393 $3.9M
Huber Capital Management LLC 0.89% No change 19,333 $3.9M
First United Bank & Trust 1.45% Reduce -1.2% 19,306 $3.9M
RKL Wealth Management LLC 0.38% Reduce -2.4% 19,305 $3.9M
Landscape Capital Management, L.L.C. 0.33% New 19,275 $3.9M
Ceeto Capital Group, LLC 1.51% Add +0.0% 19,269 $3.9M
Harvey Investment Co. LLC 0.47% No change 19,266 $3.9M
Intellectus Partners, LLC 1.07% Reduce -10.4% 19,267 $3.9M
Gold Investment Management Ltd. 1.64% Reduce -0.4% 19,227 $3.9M
Realta Investment Advisors 0.76% Add +3.1% 19,219 $3.9M
Heartland Bank & Trust Co 2.20% Add +0.6% 19,206 $3.9M
Tiemann Investment Advisors, LLC 1.73% Reduce -1.2% 19,187 $3.9M
Moneco Advisors, LLC 0.57% Reduce -2.0% 19,185 $3.9M
Processus Wealth & Capital Management, LLC 3.22% Add +0.6% 19,179 $3.9M
Burney Co./ 0.15% Reduce -2.6% 19,167 $3.9M
Mayflower Financial Advisors, LLC 0.64% Reduce -4.9% 19,118 $3.9M
Crescent Sterling, Ltd. 3.70% Reduce -6.1% 19,102 $3.9M
Missouri Trust & Investment Co 1.45% Add +16.2% 19,087 $3.9M
EULAV Asset Management 0.10% Reduce -13.6% 19,002 $3.8M
Hedeker Wealth, LLC 1.11% Reduce -2.0% 18,971 $3.8M
Twin City Private Wealth, LLC 3.62% Add +0.3% 18,959 $3.8M
Canton Hathaway, LLC 1.05% No change 18,939 $3.8M
Investment Advisory Services Inc. /TX 1.40% Reduce -0.5% 18,941 $3.8M
Miller Investment Management, LP 0.46% No change 18,935 $3.8M
Investment Partners, LTD. 1.72% Reduce -0.1% 18,935 $3.8M
Tranquility Partners, LLC 1.47% Add +4.1% 18,929 $3.8M
Oak Asset Management, LLC 1.40% Reduce -0.1% 18,924 $3.8M
Burke & Herbert Bank & Trust Co. 0.93% Add +239.3% 18,884 $3.8M
Arbor Trust Wealth Advisors, LLC 2.00% Add +0.0% 18,837 $3.8M
HWG Holdings LP 1.39% — 18,806 $3.8M
Schwarz Dygos Wheeler Investment Advisors LLC 1.05% Add +0.8% 18,801 $3.8M
Claar Advisors LLC 1.22% Reduce -51.5% 18,800 $3.8M
Criterion Capital Advisors, LLC 2.39% Reduce -0.2% 18,793 $3.8M
Peak Planning Group, LLC 1.86% Add +10.9% 18,746 $3.8M
Graybill Wealth Management, LTD. 1.54% Reduce -0.6% 18,733 $3.8M
Jump Financial, LLC 0.08% Reduce -24.6% 18,720 $3.8M
Karpas Strategies, LLC 1.19% Add +0.2% 18,705 $3.8M
Raelipskie Partnership 2.02% Reduce -0.9% 18,704 $3.8M
Everett Harris & Co. 0.05% Add +4.8% 18,649 $3.8M
Worth Financial Advisory Group, LLC 2.47% Add +2.1% 18,632 $3.8M
Central Bank & Trust Co. 0.52% Add +7.2% 18,614 $3.8M
Banco de Sabadell, S.A 2.76% Reduce -1.9% 18,603 $3.8M
Catalyst Financial Partners LLC 0.83% Add +13.9% 18,591 $3.8M
Trinity Financial Advisors LLC 1.68% Reduce -2.3% 18,555 $3.8M
Van Cleef Asset Management,Inc 0.47% Reduce -1.2% 18,515 $3.7M
JT Stratford LLC 0.70% Reduce -1.6% 18,502 $3.7M
Slagle Financial, LLC 1.92% Add +4.3% 18,492 $3.7M
Mattson Financial Services, LLC 1.33% — 18,490 $3.7M
Wynn Capital, LLC 2.77% Add +1.9% 18,486 $3.7M
White Pine Capital LLC 1.42% Add +1.1% 18,461 $3.7M
WP Advisors, LLC 1.19% Add +0.6% 18,405 $3.7M
Adero Partners, LLC 0.27% Add +9.4% 18,404 $3.7M
Cove Private Wealth, LLC 3.05% No change 18,400 $3.7M
Oak Family Advisors, LLC 1.41% Add +0.3% 18,390 $3.7M
Ethos Financial Group, LLC 0.66% Add +0.0% 18,234 $3.7M
Register Financial Advisors LLC 1.87% Reduce -1.5% 18,339 $3.7M
Congress Park Capital LLC 1.49% Reduce -1.6% 18,328 $3.7M
Sawyer & Company, Inc 1.47% Reduce -1.4% 18,330 $3.7M
Snider Financial Group 1.43% Reduce -0.7% 18,322 $3.7M
Tandem Capital Management Corp. 2.03% Reduce -0.3% 18,070 $3.7M
Chesapeake Asset Management LLC 3.55% Add +4.0% 18,291 $3.7M
OneAscent Financial Services LLC 0.51% Reduce -4.2% 18,289 $3.7M
Moseley Investment Management Inc. 1.71% Add +1.1% 18,203 $3.7M
Aries Wealth Management 1.16% Add +0.7% 18,193 $3.7M
Goldstone Financial Group, LLC 0.74% Reduce -0.2% 18,159 $3.7M
Integrated Investment Consultants, LLC 1.01% No change 18,323 $3.7M
Aspen Investment Management Inc 1.83% Reduce -1.6% 18,140 $3.7M
CNB Bank 1.76% Reduce -10.8% 18,125 $3.7M
MeadowBrook Investment Advisors LLC 3.53% Reduce -0.5% 18,109 $3.7M
Home Federal Bank of Tennessee 1.11% Add +1.6% 18,090 $3.7M
Smith, Moore & Co. 0.38% Add +0.6% 18,055 $3.7M
Center for Financial Planning, Inc. 0.53% Add +0.2% 18,053 $3.7M
Alexander Randolph Advisory, Inc. 3.41% Reduce -3.6% 18,012 $3.6M
Aquatic Capital Management LLC 0.13% Reduce -46.9% 18,000 $3.6M
Good Life Advisors, LLC 0.30% Add +0.9% 17,987 $3.6M
L.M. Kohn & Company 0.98% Add +5.5% 17,963 $3.6M
Tyche Wealth Partners LLC 0.88% Reduce -10.9% 17,955 $3.6M
Clear Creek Financial Management, LLC 0.44% Reduce -10.9% 17,913 $3.6M
Hanson & Doremus Investment Management 0.61% Add +0.5% 17,912 $3.6M
Schonfeld Strategic Advisors LLC 0.03% Add +47.5% 17,897 $3.6M
E Fund Management Co., Ltd. 0.20% Add +11.9% 17,869 $3.6M
Atom Investors LP 0.36% Add +22.4% 17,813 $3.6M
Affinity Wealth Management LLC 0.66% Add +0.8% 17,804 $3.6M
Nvest Financial, LLC 2.21% Add +0.1% 17,782 $3.6M
Guerra Pan Advisors, LLC 3.01% Add +5.9% 17,768 $3.6M
Voya Financial Advisors, Inc. 0.40% Add +5.4% 17,967 $3.6M
Banco BTG Pactual S.A. 0.91% Add +12.9% 16,647 $3.6M
Cordgrass Capital Advisors, LLC 1.12% Reduce -2.0% 17,589 $3.6M
Cetera Trust Company, N.A 2.23% Reduce -8.0% 17,571 $3.6M
Bull Street Advisors, LLC 1.71% Reduce -0.1% 17,553 $3.5M
Quadrant Private Wealth Management, LLC 0.81% Add +0.5% 17,476 $3.5M
CGN Advisors LLC 0.41% Reduce -0.4% 17,423 $3.5M
Dover Advisors, LLC 2.17% Add +4.2% 17,377 $3.5M
3Chopt Investment Partners, LLC 1.07% Add +0.4% 17,366 $3.5M
Atlantic Edge Private Wealth Management, LLC 1.17% Reduce -0.0% 17,357 $3.5M
Pegasus Partners Ltd. 0.35% Reduce -1.6% 17,337 $3.5M
Forza Wealth Management, LLC 1.80% Add +0.3% 17,257 $3.5M
Continuum Advisory, LLC 0.50% Add +0.9% 17,238 $3.5M
Spirepoint Private Client, LLC 0.49% Add +29.8% 17,238 $3.5M
Raab & Moskowitz Asset Management LLC 0.95% Reduce -9.2% 17,233 $3.5M
Aureus Asset Management, LLC 0.24% Reduce -8.3% 17,216 $3.5M
Source Financial Advisors LLC 1.07% Reduce -2.6% 17,211 $3.5M
Portside Wealth Group, LLC 0.66% Reduce -11.7% 17,181 $3.5M
Advisor OS, LLC 0.38% Reduce -7.0% 17,176 $3.5M
Valley Brook Capital Group, Inc. 2.70% Reduce -24.1% 17,138 $3.5M
Benin Management CORP 1.05% Add +0.8% 17,124 $3.5M
Cynosure Group, LLC 0.56% Add +6.0% 17,120 $3.5M
Inspire Trust Co, N.A. 1.14% Add +67.0% 17,117 $3.5M
Peoples Financial Services Corp. 1.56% Reduce -5.4% 17,061 $3.5M
Pinnacle Wealth Planning Services, Inc. 0.49% Reduce -5.3% 16,953 $3.4M
Nvwm, LLC 0.91% Reduce -18.4% 16,950 $3.4M
Vectors Research Management, LLC 1.05% Reduce -3.3% 16,950 $3.4M
Belmont Capital, LLC 0.64% Add +120.5% 16,936 $3.4M
Moser Wealth Advisors, LLC 1.86% Reduce -1.2% 16,934 $3.4M
Joseph Group Capital Management 1.77% Add +6.8% 16,897 $3.4M
Central Pacific Bank - Trust Division 0.43% Reduce -5.5% 16,890 $3.4M
Condor Capital Management 0.33% Reduce -4.3% 16,847 $3.4M
Game Plan Financial Advisors, LLC 1.88% Reduce -5.1% 16,843 $3.4M
Brooklyn Investment Group 1.47% No change 17,121 $3.4M
Town & Country Bank & Trust CO dba First Bankers Trust CO 1.40% Reduce -1.2% 16,759 $3.4M
Norden Group LLC 0.69% Reduce -11.2% 16,756 $3.4M
Marest Capital, LLC 3.00% Add +0.6% 16,719 $3.4M
Slocum, Gordon & Co LLP 2.51% Add +0.1% 16,669 $3.4M
Group One Trading LLC 0.11% Reduce -84.1% 16,652 $3.4M
Glen Eagle Advisors, LLC 0.61% Reduce -13.4% 16,586 $3.4M
First City Capital Management, Inc. 1.88% Reduce -1.1% 16,551 $3.3M
Dillon & Associates Inc. 0.49% No change 16,555 $3.3M
Trivant Custom Portfolio Group, LLC 2.05% Reduce -1.9% 16,530 $3.3M
KP Management LLC 1.26% No change 16,527 $3.3M
Institute for Wealth Management, LLC. 0.45% Add +5.0% 16,512 $3.3M
Bremer Bank National Association 0.65% Reduce -1.9% 16,511 $3.3M
Diversify Wealth Management, LLC 0.42% — 17,128 $3.3M
Waterloo Capital, L.P. 0.40% Reduce -3.9% 16,504 $3.3M
AlphaStar Capital Management, LLC 0.31% Add +12.2% 16,488 $3.3M
Davis-Rea LTD. 1.66% Reduce -13.7% 16,425 $3.3M
Counterweight Ventures, LLC 2.50% Add +5.1% 16,341 $3.3M
Court Place Advisors, LLC 1.04% Add +7.1% 16,340 $3.3M
Enterprise Financial Services Corp 2.03% Reduce -1.1% 16,334 $3.3M
Loudon Investment Management, LLC 1.94% No change 16,303 $3.3M
Wealth Alliance, LLC 0.43% Add +0.8% 16,290 $3.3M
Cornell Pochily Investment Advisors, Inc. 1.25% Add +1.3% 16,261 $3.3M
Townsend & Associates, Inc 0.36% Reduce -2.5% 15,489 $3.3M
New Potomac Partners, LLC 1.80% Reduce -6.5% 16,248 $3.3M
Martin & Co. Inc. 0.83% Reduce -0.8% 16,245 $3.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.55% Add +1.8% 16,241 $3.3M
Summit Global Investments 0.24% Reduce -34.6% 16,219 $3.3M
TCI Wealth Advisors, Inc. 0.31% Reduce -0.5% 16,167 $3.3M
Marion Wealth Management 0.96% Add +1.6% 16,136 $3.3M
CFS Investment Advisory Services, LLC 0.26% Reduce -0.3% 16,113 $3.3M
Twelve Points Wealth Management LLC 1.15% Add +0.5% 16,110 $3.3M
Engineers Gate Manager LP 0.07% Reduce -10.1% 16,067 $3.2M
Pinnacle Bancorp, Inc. 0.96% Reduce -0.0% 16,041 $3.2M
Fortune Financial Advisors, LLC 1.98% Reduce -1.8% 15,997 $3.2M
CreativeOne Wealth, LLC 0.16% Reduce -26.4% 15,995 $3.2M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.53% Reduce -0.1% 15,977 $3.2M
TriaGen Wealth Management LLC 1.25% Reduce -0.2% 15,976 $3.2M
Clear Rock Advisors, LLC 1.38% Add +0.3% 15,969 $3.2M
Grey Ledge Advisors, LLC 0.88% Reduce -0.7% 15,963 $3.2M
Wills Financial Group, Inc. 1.49% Add +1.9% 15,952 $3.2M
Cerro Pacific Wealth Advisors LLC 1.23% — 15,949 $3.2M
Morningstar Investment Management LLC 0.34% Reduce -14.4% 15,944 $3.2M
Secure Asset Management, LLC 0.61% Reduce -8.5% 15,935 $3.2M
Hartford Funds Management Co LLC 0.30% Add +8.7% 15,908 $3.2M
Aaron Wealth Advisors LLC 0.45% Add +1.5% 15,892 $3.2M
Eclectic Associates Inc. 1.43% Reduce -0.7% 15,872 $3.2M
Phillips Financial Management, LLC 0.26% Add +2.1% 15,862 $3.2M
Royal Harbor Partners, LLC 1.32% Reduce -6.9% 15,781 $3.2M
Spreng Capital Management, Inc. 1.65% Reduce -3.0% 15,774 $3.2M
Chatham Capital Group, Inc. 0.56% Reduce -0.1% 15,772 $3.2M
Eads & Heald Wealth Management 1.54% Reduce -5.9% 15,752 $3.2M
Ironwood Financial, llc 0.71% No change 15,749 $3.2M
Roof Eidam Maycock Peralta, LLC 0.86% Add +1.7% 15,749 $3.2M
Aull & Monroe Investment Management Corp 1.56% Reduce -10.5% 15,706 $3.2M
Capital Markets Trading UK LLP 2.32% Add +190.9% 15,621 $3.2M
Armor Investment Advisors, LLC 1.46% Add +3.7% 15,615 $3.2M
Pinnacle West Asset Management, Inc. 2.45% Reduce -1.2% 15,580 $3.2M
Sfmg, LLC 0.27% Reduce -5.8% 15,579 $3.2M
Delta Asset Management LLC 0.28% Reduce -1.3% 15,574 $3.1M
Annis Gardner Whiting Capital Advisors, LLC 0.89% Add +155.5% 15,532 $3.1M
Kesler, Norman & Wride, LLC 0.67% Add +27.5% 15,511 $3.1M
Keel Point, LLC 0.28% Add +49.1% 15,079 $3.1M
Main Street Financial Solutions, LLC 0.30% Add +0.4% 15,491 $3.1M
CTC Alternative Strategies, Ltd. 1.33% New 15,490 $3.1M
Chilton Investment Co. Inc. 0.09% Reduce -0.6% 15,490 $3.1M
Emfo, LLC 2.80% Add +2.5% 15,486 $3.1M
Delta Financial Advisors LLC 1.21% Add +1.3% 15,473 $3.1M
Cohen Investment Advisors LLC 2.51% Reduce -1.5% 21,550 $3.1M
Asahi Life Asset Management Co., LTD. 2.14% Reduce -11.0% 15,420 $3.1M
LM Advisors LLC 0.62% Reduce -3.8% 15,416 $3.1M
Segment Wealth Management, LLC 0.23% Reduce -0.6% 15,361 $3.1M
All Terrain Financial Advisors, LLC 1.31% Add +0.5% 15,353 $3.1M
Jessup Wealth Management, Inc 1.32% Add +0.4% 15,321 $3.1M
Holistic Financial Partners 1.55% Reduce -2.3% 15,318 $3.1M
Weaver Capital Management LLC 1.00% Add +17.9% 15,268 $3.1M
KKM Financial LLC 1.46% Add +0.7% 15,405 $3.1M
Two Sigma Securities, LLC 0.15% Add +715.2% 15,204 $3.1M
Plante Moran Financial Advisors, LLC 0.31% Add +3.2% 15,204 $3.1M
Alaethes Wealth, LLC 1.27% Reduce -0.5% 15,195 $3.1M
Aberdeen Wealth Management LLC 2.08% Reduce -1.9% 15,178 $3.1M
Sterling Investment Counsel, LLC 1.21% Add +2.4% 15,164 $3.1M
Continental Advisors LLC 2.37% No change 15,135 $3.1M
Krilogy Financial LLC 0.23% Reduce -4.8% 15,127 $3.1M
Ramirez Asset Management, Inc. 0.62% No change 15,127 $3.1M
Invst, LLC 0.34% Add +12.2% 14,829 $3.0M
Northwest Bank & Trust Co 2.54% Reduce -1.9% 15,054 $3.0M
Boit C F David 1.59% Reduce -9.5% 15,051 $3.0M
Bleichroeder LP 0.90% Reduce -50.0% 15,000 $3.0M
Weik Capital Management 1.30% Reduce -0.3% 14,992 $3.0M
Consilium Wealth Advisory, LLC 1.65% Add +14.1% 14,982 $3.0M
Hudson Value Partners, LLC 1.28% Reduce -9.2% 14,956 $3.0M
Next Capital Management LLC 1.27% Reduce -3.8% 14,918 $3.0M
Grandview Asset Management LLC 1.76% Reduce -0.5% 14,903 $3.0M
Sittner & Nelson, LLC 1.48% Add +0.4% 14,872 $3.0M
LYNX Capital Group Ltd. 2.07% Reduce -0.0% 14,832 $3.0M
GS Investments, Inc. 1.41% Add +0.0% 14,818 $3.0M
Lederer & Associates Investment Counsel 2.17% Reduce -7.5% 14,813 $3.0M
Pekin Hardy Strauss, Inc. 0.41% Add +6.5% 14,771 $3.0M
First Dallas Securities Inc. 1.31% Add +0.5% 14,741 $3.0M
Legato Capital Management LLC 0.40% Reduce -31.4% 14,720 $3.0M
Fortem Financial Group, LLC 1.27% Reduce -1.6% 14,628 $3.0M
Astoria Portfolio Advisors LLC. 1.05% Add +0.8% 14,598 $3.0M
Sutton Place Investors LLC 1.96% Reduce -35.8% 14,591 $3.0M
Ballast, Inc. 0.91% Add +2.4% 14,588 $3.0M
LS Investment Advisors, LLC 0.46% Add +0.6% 14,562 $2.9M
Granite Group Advisors, LLC 2.23% Reduce -0.8% 14,538 $2.9M
Leonteq Securities AG 0.41% Add +32.3% 14,522 $2.9M
Mb, Levis & Associates, LLC 1.54% Add +0.2% 14,467 $2.9M
World Equity Group, Inc. 0.87% Reduce -21.0% 14,442 $2.9M
United Advisor Group, LLC 0.91% Add +12.2% 14,407 $2.9M
Jackson Hole Capital Partners, LLC 0.64% No change 14,407 $2.9M
Alberta Investment Management Corp 0.03% Reduce -81.1% 14,400 $2.9M
Boltwood Capital Management 0.91% Reduce -7.3% 14,391 $2.9M
Winthrop Advisory Group LLC 0.40% Reduce -0.1% 14,386 $2.9M
Aprio Wealth Management, LLC 0.53% Add +3.0% 14,378 $2.9M
Benedict Financial Advisors Inc. 0.74% Reduce -0.6% 14,377 $2.9M
Keebeck Wealth Management 0.43% Reduce -29.5% 14,346 $2.9M
Advus Financial Partners, LLC 0.88% Add +1.5% 14,345 $2.9M
Kiley Juergens Wealth Management, LLC 0.81% Add +3.7% 14,342 $2.9M
Monument Capital Management 0.85% Add +15.0% 14,332 $2.9M
Jeppson Wealth Management, LLC 1.11% Reduce -0.1% 14,328 $2.9M
Abundance Wealth Counselors 1.33% Reduce -9.8% 14,310 $2.9M
Gleason Group, Inc. 0.59% Reduce -7.7% 14,298 $2.9M
Empirical Asset Management, LLC 1.09% Add +25.5% 22,102 $2.9M
Resolute Wealth Strategies, LLC 1.66% Add +0.4% 14,258 $2.9M
Hudson Canyon Capital Management 1.94% Reduce -12.0% 14,207 $2.9M
First Commonwealth Financial Corp 0.74% Reduce -3.3% 14,191 $2.9M
Accredited Investors Inc. 0.18% Add +4.9% 14,174 $2.9M
Brady Family Wealth, LLC 0.92% Reduce -7.0% 14,172 $2.9M
Proficio Capital Partners LLC 0.30% Add +1.9% 14,140 $2.9M
ORG Partners LLC 0.36% Add +1041.0% 13,898 $2.9M
Rockingstone Advisors LLC 1.47% Add +1.5% 14,129 $2.9M
Lafayette Investments, Inc. 0.65% Reduce -0.1% 14,116 $2.9M
Fragasso Financial Advisors Inc 0.24% Reduce -4.8% 14,108 $2.9M
Angeles Wealth Management, LLC 0.27% Add +18.8% 14,083 $2.8M
Sentry Investment Management LLC 1.27% Add +6.0% 14,076 $2.8M
Guardian Capital LP 0.11% Add +0.5% 14,069 $2.8M
Twin Lakes Capital Management, LLC 1.94% Add +0.1% 14,065 $2.8M
Ranch Capital Advisors Inc. 1.49% Add +5.3% 14,044 $2.8M
Sage Investment Advisers LLC 3.21% Reduce -10.1% 14,041 $2.8M
Insight Inv LLC 2.45% No change 14,026 $2.8M
Hartline Investment Corp./ 0.38% Reduce -12.2% 14,017 $2.8M
Verition Fund Management LLC 0.02% Reduce -38.2% 14,017 $2.8M
Verus Capital Partners, LLC 0.29% Add +3.2% 14,008 $2.8M
MJP Associates Inc. 0.59% Reduce -4.4% 13,956 $2.8M
KLCM Advisors, Inc. 0.35% Reduce -1.2% 13,926 $2.8M
Etesian Wealth Advisors, Inc. 1.58% Reduce -0.2% 13,905 $2.8M
Orleans Capital Management Corp. 1.79% Reduce -2.0% 13,903 $2.8M
Fiduciary Family Office, LLC 1.11% Reduce -11.3% 13,901 $2.8M
Wulff, Hansen & Co. 2.77% Reduce -1.0% 13,851 $2.8M
Bedell Frazier Investment Counselling, LLC 0.67% Add +1.1% 13,804 $2.8M
Birmingham Capital Management Co. Inc. 1.09% Reduce -5.4% 13,779 $2.8M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.09% Reduce -0.6% 12,928 $2.8M
Signature Wealth Management Partners, LLC 2.11% Reduce -0.4% 13,753 $2.8M
Journey Strategic Wealth LLC 0.12% Add +14.6% 13,749 $2.8M
Commonwealth Financial Services, LLC 0.57% Reduce -7.0% 13,487 $2.8M
Neumann Capital Management, LLC 0.95% No change 13,672 $2.8M
GoalVest Advisory LLC 0.88% Reduce -6.9% 13,653 $2.8M
Carl P. Sherr & Co., LLC 1.54% Reduce -3.1% 13,646 $2.8M
Titleist Asset Management, LLC 0.42% Reduce -11.1% 13,624 $2.8M
Allred Capital Management, LLC 1.06% Add +5.5% 13,615 $2.8M
LRI Investments, LLC 0.31% Add +36.0% 13,585 $2.7M
Biltmore Family Office, LLC 0.51% Add +17.6% 13,572 $2.7M
PGIM Custom Harvest LLC 0.06% Add +107.2% 13,533 $2.7M
Onyx Bridge Wealth Group LLC 0.45% Reduce -3.0% 13,526 $2.7M
Lantern Wealth Advisors, LLC 1.98% Reduce -4.3% 13,510 $2.7M
Corundum Group, Inc. 1.07% Add +30.9% 13,494 $2.7M
Cim Investment Management Inc. 0.84% Reduce -0.7% 13,462 $2.7M
Arlington Trust Co LLC 0.64% Reduce -1.7% 13,442 $2.7M
Brendel Financial Advisors LLC 1.73% Reduce -0.1% 13,438 $2.7M
Wealth Alliance Advisory Group, LLC 0.61% Add +1.8% 13,436 $2.7M
S.E.E.D. Planning Group LLC 0.99% Reduce -3.6% 13,410 $2.7M
Integral Investment Advisors, Inc. 1.00% Add +11.5% 13,591 $2.7M
Beck Capital Management, LLC 0.74% Add +2.1% 13,377 $2.7M
Optimum Investment Advisors 1.21% Reduce -5.1% 13,351 $2.7M
Gerber Kawasaki Wealth & Investment Management 0.13% Add +1.9% 13,289 $2.7M
Peoples Bank 1.39% Add +15.4% 13,280 $2.7M
Corrado Advisors, LLC 1.74% Reduce -3.9% 13,271 $2.7M
Central Asset Investments & Management Holdings (HK) Ltd 1.86% Add +53.5% 13,200 $2.7M
LMG Wealth Partners, LLC 0.67% Add +0.2% 13,200 $2.7M
Balefire, LLC 0.95% Add +0.3% 13,189 $2.7M
Y.D. More Investments Ltd 0.27% Reduce -1.9% 13,167 $2.7M
AustralianSuper Pty Ltd 0.02% Reduce -96.1% 13,132 $2.7M
Aft, Forsyth & Sober, LLC 0.91% No change 13,100 $2.6M
Capital Management Associates 3.14% Add +22.7% 13,093 $2.6M
High Net Worth Advisory Group LLC 0.80% Add +3.9% 13,083 $2.6M
Convergence Financial, LLC 0.70% New 13,067 $2.6M
Magnolia Capital Advisors LLC 1.48% Reduce -41.4% 13,062 $2.6M
Chapman Investment Management, LLC 2.01% Reduce -1.0% 13,047 $2.6M
KPP Advisory Services LLC 0.70% Add +5.3% 13,032 $2.6M
Traphagen Investment Advisors LLC 0.28% Reduce -1.4% 12,932 $2.6M
National Philanthropic Trust 0.05% Reduce -12.6% 12,913 $2.6M
Nicholas Hoffman & Company, LLC. 0.12% Add +0.4% 12,894 $2.6M
Union Savings Bank 1.37% Reduce -3.3% 12,894 $2.6M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.71% No change 12,849 $2.6M
LCNB Corp. 0.97% Reduce -1.5% 12,828 $2.6M
Falcon Wealth Planning 0.34% Add +2.9% 12,826 $2.6M
Quent Capital, LLC 0.28% Add +2.8% 12,792 $2.6M
MCF Advisors LLC 0.20% Add +4.8% 12,786 $2.6M
Quotient Wealth Partners, LLC 0.09% Add +25.9% 12,767 $2.6M
Bath Savings Trust Co 0.27% Reduce -0.3% 12,758 $2.6M
FinTrust Capital Advisors, LLC 0.47% Add +2.9% 12,749 $2.6M
Alpha DNA Investment Management LLC 1.46% Reduce -46.7% 12,713 $2.6M
Greenwich Wealth Management LLC 0.19% Reduce -2.3% 12,710 $2.6M
Ellerson Group Inc. 1.95% Reduce -3.6% 12,674 $2.6M
Legacy Wealth Management, LLC / MS 1.08% No change 12,668 $2.6M
Pointe Capital Management LLC 1.59% Add +0.5% 12,649 $2.6M
Burford Brothers, Inc. 1.49% Add +0.2% 12,638 $2.6M
Purus Wealth Management, LLC 1.13% Add +19.6% 12,622 $2.6M
Baker Tilly Wealth Management, LLC 1.04% Reduce -32.0% 12,585 $2.5M
LVM Capital Management Ltd. 0.29% Reduce -4.1% 12,560 $2.5M
Peoples Bank 1.98% Reduce -1.1% 12,546 $2.5M
Eagle Bluffs Wealth Management LLC 1.47% Add +0.4% 12,507 $2.5M
1620 Investment Advisors, Inc. 1.98% Add +0.0% 12,489 $2.5M
Channel Wealth LLC 0.91% Reduce -31.0% 12,481 $2.5M
Well Done, LLC 0.52% Reduce -4.7% 12,480 $2.5M
Marble Harbor Investment Counsel, LLC 0.30% No change 12,479 $2.5M
Front Row Advisors LLC 0.88% Add +1.7% 12,458 $2.5M
Winthrop Capital Management, LLC 1.26% Reduce -4.8% 12,441 $2.5M
Pinnacle Holdings, LLC 1.17% Reduce -0.9% 12,407 $2.5M
Exchange Bank 2.13% Reduce -1.0% 12,405 $2.5M
Cornerstone Advisory, LLC 0.35% Reduce -7.6% 12,402 $2.5M
Kenora Financial, LLC 1.04% Reduce -2.2% 12,349 $2.5M
South Street Advisors LLC 0.38% Add +0.1% 12,332 $2.5M
Cozad Asset Management Inc. 0.25% Add +32.5% 12,320 $2.5M
PYA Waltman Capital, LLC 0.91% Add +9.1% 12,279 $2.5M
Insight Wealth Strategies, LLC 0.35% Add +1.7% 12,238 $2.5M
Aristotle Capital Management, LLC 0.00% No change 12,211 $2.5M
Amplius Wealth Advisors, LLC 0.27% Reduce -15.6% 12,187 $2.5M
Aire Advisors, LLC 0.56% Add +17.4% 12,170 $2.5M
Tradition Wealth Management, LLC 0.24% Add +6.5% 12,153 $2.5M
One Charles Private Wealth Services, LLC 1.02% Add +0.7% 12,135 $2.5M
Heritage Wealth Advisors 0.11% Reduce -3.1% 12,130 $2.5M
Financial Advisors, LLC 0.50% Add +2.5% 12,128 $2.5M
First Financial Corp. 1.25% Add +0.8% 12,106 $2.4M
Roman Butler Fullerton & Co. 0.79% Add +1.3% 11,781 $2.4M
Camarda Financial Advisors, LLC 0.96% Add +5.6% 12,098 $2.4M
New Millennium Group LLC 1.60% Add +6.0% 12,088 $2.4M
Lindenwold Advisors, INC 1.30% Reduce -0.3% 12,078 $2.4M
Byrne Asset Management LLC 2.03% Reduce -3.5% 12,241 $2.4M
Wolff Wiese Magana LLC 1.94% Add +7.8% 12,040 $2.4M
Solidarity Wealth, LLC 0.74% Add +76.1% 12,031 $2.4M
Aft, Forsyth & Company, Inc. 1.19% Add +9.1% 12,026 $2.4M
Castle Rock Wealth Management, LLC 0.61% Add +0.1% 11,820 $2.4M
Ulysses Management LLC 0.58% No change 12,000 $2.4M
Financial Insights, Inc. 0.67% Add +3.5% 11,989 $2.4M
BKM Wealth Management, LLC 1.17% Reduce -18.3% 11,985 $2.4M
Marietta Investment Partners LLC 0.53% Add +0.2% 11,983 $2.4M
Interchange Capital Partners, LLC 0.89% Add +273.8% 11,974 $2.4M
WBH Advisory Inc. 0.25% Reduce -7.7% 11,973 $2.4M
Audent Global Asset Management, LLC 2.52% Reduce -5.7% 11,966 $2.4M
Meadow Creek Wealth Advisors LLC 2.29% Add +5.0% 11,957 $2.4M
Vivid Wealth Management, LLC 1.35% Add +129.4% 11,941 $2.4M
Aldebaran Capital, LLC 2.25% No change 11,907 $2.4M
HAP Trading, LLC 1.05% New 11,883 $2.4M
HF Advisory Group, LLC 1.24% Reduce -4.2% 11,869 $2.4M
Dagco, Inc. 1.06% Reduce -1.0% 11,850 $2.4M
Waddell & Associates, LLC 0.32% Add +1.7% 11,850 $2.4M
JPL Wealth Management, LLC 1.17% Add +9.6% 11,842 $2.4M
Faithward Advisors, LLC 0.43% Add +3.9% 11,837 $2.4M
My Legacy Advisors, LLC 0.76% Add +5.2% 11,809 $2.4M
Optas, LLC 0.61% Add +2.9% 11,804 $2.4M
CMT Capital Markets Trading GmbH 0.68% Reduce -12.7% 11,790 $2.4M
Catalina Capital Group, LLC 0.90% Add +24.8% 11,746 $2.4M
Sierra Summit Advisors LLC 0.59% Reduce -5.0% 11,728 $2.4M
MGB Wealth Management, LLC 0.88% Add +7.9% 11,486 $2.4M
Acorn Wealth Advisors, LLC 1.17% Add +0.7% 11,656 $2.4M
Prosperitas Financial LLC 1.44% Add +0.7% 11,649 $2.4M
St. Johns Investment Management Company, LLC 1.12% Add +2.9% 11,632 $2.4M
Woodward Diversified Capital, LLC 1.38% Add +10.2% 11,631 $2.4M
Money Concepts Capital Corp. 0.20% Add +3.1% 11,623 $2.4M
Transamerica Financial Advisors, LLC 0.25% No change 11,615 $2.4M
MBA Advisors LLC 1.20% Reduce -1.1% 11,612 $2.3M
HMS Capital Management, LLC 1.22% Add +8.6% 11,597 $2.3M
FWG Holdings, LLC 1.18% Add +4.6% 11,150 $2.3M
Birchbrook, Inc. 1.41% Reduce -4.6% 11,589 $2.3M
Weatherly Asset Management L. P. 0.21% Reduce -0.3% 11,588 $2.3M
First County Bank 1.20% Reduce -7.2% 11,582 $2.3M
BlackDiamond Wealth Management, LLC 1.54% Add +1.4% 11,469 $2.3M
Paces Ferry Wealth Advisors, LLC 1.41% Add +0.1% 11,548 $2.3M
Schrum Private Wealth Management LLC 2.10% Add +0.0% 11,533 $2.3M
Evergreen Wealth Management, LLC 1.54% No change 11,488 $2.3M
Oak Hill Wealth Advisors, LLC 0.70% — 11,481 $2.3M
Stableford Capital II LLC 0.91% Add +0.9% 10,682 $2.3M
Sonata Capital Group Inc. 1.19% Reduce -4.2% 11,446 $2.3M
IPG Investment Advisors LLC 0.51% Reduce -27.1% 11,442 $2.3M
First National Bank of Hutchinson 1.48% Add +5.9% 11,439 $2.3M
Auxano Advisors, LLC 0.64% Add +2.1% 11,425 $2.3M
Bigelow Investment Advisors, LLC 1.10% Reduce -0.2% 11,413 $2.3M
Diversified, LLC 0.27% Add +17.0% 11,397 $2.3M
Virtue Capital Management, LLC 0.39% Add +0.6% 10,948 $2.3M
Zhang Financial LLC 0.16% Add +2.6% 11,390 $2.3M
Donald L. Hagan, LLC 1.22% Reduce -8.6% 11,382 $2.3M
Blue Square Asset Management, LLC 1.34% Add +2.4% 11,363 $2.3M
Iams Wealth Management, LLC 1.26% Add +5.1% 11,342 $2.3M
Park Edge Advisors, LLC 0.70% Add +2.3% 11,324 $2.3M
Teza Capital Management LLC 0.28% Reduce -69.9% 11,304 $2.3M
Windsor Capital Management, LLC 0.71% Reduce -1.1% 11,277 $2.3M
Highview Capital Management LLC 0.95% Add +10.7% 11,276 $2.3M
Hilltop National Bank 0.73% Add +8.3% 11,255 $2.3M
American Investment Services, Inc. 0.40% Reduce -1.0% 11,251 $2.3M
Redhawk Wealth Advisors, Inc. 0.35% Reduce -7.3% 11,230 $2.3M
Kidder Stephen W 0.71% No change 11,222 $2.3M
Axiom Advisory, LLC 0.02% New 11,568 $2.3M
Pinnacle Wealth Management Group, Inc. 1.53% Add +0.3% 11,183 $2.3M
Birinyi Associates Inc. 0.68% Add +0.0% 11,158 $2.3M
Advisory Alpha, LLC 0.09% Add +11.1% 11,152 $2.3M
Arcataur Capital Management LLC 0.80% Reduce -0.0% 11,150 $2.3M
Vicus Capital 0.20% Add +1.8% 11,125 $2.3M
Perpetual Ltd 0.02% Reduce -13.8% 11,121 $2.2M
First Bank & Trust 0.46% Reduce -13.0% 11,112 $2.2M
Centennial Bank 1.10% Reduce -12.9% 11,108 $2.2M
Wealth Management Partners, LLC 1.09% Reduce -0.9% 11,102 $2.2M
Canvas Wealth Advisors, LLC 0.69% Add +3.2% 10,431 $2.2M
Sax Wealth Advisors, LLC 0.21% Add +81.3% 11,092 $2.2M
United Community Bank 0.91% Reduce -12.0% 11,092 $2.2M
Northern Financial Advisors Inc 1.80% Reduce -0.5% 11,080 $2.2M
IMS Capital Management 1.05% Reduce -1.2% 10,445 $2.2M
Canopy Partners, LLC 1.04% No change 11,074 $2.2M
Diligent Investors, LLC 0.55% Add +0.2% 11,061 $2.2M
Blodgett Wealth Advisors, LLC 1.90% Reduce -8.3% 11,058 $2.2M
Norris Perne & French LLP 0.16% Add +0.6% 11,047 $2.2M
Mainstay Capital Management LLC 0.39% Add +0.1% 11,043 $2.2M
626 Financial, LLC 1.29% Reduce -2.2% 10,991 $2.2M
Fort Point Capital Partners LLC 0.28% Reduce -4.9% 10,972 $2.2M
Carson Advisory Inc. 1.56% Reduce -3.3% 10,962 $2.2M
Notis-McConarty Edward 0.87% Reduce -6.9% 10,957 $2.2M
Hunter Associates Investment Management LLC 0.37% Add +6.2% 10,977 $2.2M
CKW Financial Group 0.28% Reduce -1.8% 10,786 $2.2M
CIC Wealth, LLC 0.61% Add +2.6% 10,950 $2.2M
Cacti Asset Management LLC 0.17% No change 11,110 $2.2M
Trillium Asset Management, LLC 0.06% Reduce -4.3% 10,935 $2.2M
Stanley-Laman Group, Ltd. 0.29% Add +9.2% 10,936 $2.2M
Farrow Financial, Inc. 1.51% Add +0.9% 10,928 $2.2M
Hazlett, Burt & Watson, Inc. 1.14% Add +1.0% 10,914 $2.2M
Brown Financial Advisors 0.99% — 10,900 $2.2M
Zions Bancorporation, N.A. 0.18% Reduce -9.3% 10,890 $2.2M
Davidson Trust Co. 1.52% Reduce -23.8% 10,885 $2.2M
Letson Investment Management, Inc. 0.97% Reduce -0.6% 10,884 $2.2M
West Paces Advisors Inc. 0.57% Add +5.3% 10,849 $2.2M
Hemenway Trust Co LLC 0.19% Reduce -1.3% 10,843 $2.2M
Summit Financial Strategies, Inc. 0.27% Reduce -3.5% 10,833 $2.2M
Emprise Bank 1.35% Reduce -2.0% 10,825 $2.2M
Capital Fund Management S.A. 0.02% New 10,825 $2.2M
Greater Midwest Financial Group, LLC 1.39% Add +6.6% 10,413 $2.2M
Oder Investment Management, LLC 1.98% Reduce -0.7% 10,808 $2.2M
Lakeshore Financial Planning, Inc. 1.07% Add +0.0% 10,790 $2.2M
BSW Wealth Partners 0.36% Reduce -2.2% 10,792 $2.2M
Total Clarity Wealth Management, Inc. 0.76% Reduce -2.5% 10,764 $2.2M
Savvy Advisors, Inc. 0.71% Add +49.5% 10,729 $2.2M
Vista Investment Partners LLC 0.73% Add +1.0% 10,723 $2.2M
Keudell/Morrison Wealth Management 0.63% Reduce -3.3% 10,705 $2.2M
Catalyst Funds Management Pty Ltd 0.58% New 10,700 $2.2M
Breakwater Capital Group 0.49% Add +12.6% 10,693 $2.2M
Chesapeake Wealth Management 0.78% Reduce -4.1% 10,682 $2.2M
Aldebaran Financial Inc. 2.83% Add +6.0% 10,678 $2.2M
Financial Management Professionals, Inc. 0.30% Add +1.2% 10,667 $2.2M
CVA Family Office, LLC 0.39% Add +1.1% 10,667 $2.2M
Gilbert & Cook, Inc. 0.32% Reduce -7.2% 10,663 $2.2M
Capital City Trust Co. 0.59% Add +13.2% 10,660 $2.2M
Arbor Capital Management Inc. 1.97% Reduce -7.7% 10,467 $2.2M
Princeton Capital Management LLC 0.70% Reduce -3.7% 10,616 $2.1M
Westmount Partners, LLC 0.71% Reduce -4.6% 10,411 $2.1M
Revolve Wealth Partners, LLC 0.35% Reduce -6.9% 10,569 $2.1M
Okabena Investment Services Inc. 0.68% No change 10,566 $2.1M
First Citizens Financial Corp 1.26% Reduce -0.2% 10,561 $2.1M
Godshalk Welsh Capital Management, Inc. 1.42% Reduce -1.0% 10,545 $2.1M
MBL Wealth, LLC 0.24% Add +1.3% 10,532 $2.1M
Prentice Wealth Management LLC 0.69% Reduce -1.1% 10,527 $2.1M
Applied Capital LLC 1.86% Add +0.7% 10,520 $2.1M
BHK Investment Advisors, LLC 0.83% Reduce -4.2% 10,512 $2.1M
Trust Investment Advisors 1.35% Reduce -0.8% 10,498 $2.1M
Correct Capital Wealth Management 0.49% Add +18.8% 10,452 $2.1M
FSB Premier Wealth Management, Inc. 0.95% Add +17.4% 10,431 $2.1M
Wealth Architects, LLC 0.26% Reduce -1.7% 10,423 $2.1M
Advisory Research Inc. 0.40% Reduce -1.9% 10,404 $2.1M
Epacria Capital Partners, LLC 1.55% No change 10,400 $2.1M
Weaver C. Barksdale & Associates, Inc. 2.00% Reduce -1.8% 10,391 $2.1M
Southland Equity Partners LLC 0.60% Add +70.0% 10,388 $2.1M
WealthBridge Capital Management, LLC 0.69% Reduce -9.5% 10,375 $2.1M
Ullmann Wealth Partners Group, LLC 0.30% Add +7.1% 10,359 $2.1M
Meridian Financial Partners LLC 1.24% Add +2.0% 9,968 $2.1M
CoreFirst Bank & Trust 1.41% Reduce -0.5% 10,338 $2.1M
Washington Capital Management, Inc. 1.77% Reduce -15.8% 10,330 $2.1M
TBH Global Asset Management, LLC 0.46% Reduce -11.4% 10,329 $2.1M
Pinnacle Wealth Management, LLC 2.61% Add +3.9% 10,325 $2.1M
Kowal Investment Group, LLC 0.42% Add +3.2% 10,319 $2.1M
Capital Advisors, Ltd. LLC 0.27% Reduce -1.6% 10,317 $2.1M
Armstrong, Fleming & Moore, Inc 1.34% No change 10,315 $2.1M
Towercrest Capital Management 0.34% No change 10,304 $2.1M
Aviso Financial Inc. 0.12% — 10,297 $2.1M
BOS Asset Management, LLC 0.97% Add +99.7% 10,296 $2.1M
Harel Insurance Investments & Financial Services Ltd. 0.04% Reduce -7.7% 10,312 $2.1M
Matrix Private Capital Group LLC 1.30% Add +0.9% 10,268 $2.1M
Elmwood Wealth Management, Inc. 0.92% Reduce -3.9% 10,265 $2.1M
Schear Investment Advisers, LLC 1.50% Add +9.0% 10,264 $2.1M
Portfolio Design Labs, LLC 0.64% Reduce -5.5% 10,217 $2.1M
Alera Investment Advisors, LLC 0.25% Add +25.6% 10,201 $2.1M
Autumn Glory Partners, LLC 1.05% Reduce -1.1% 10,172 $2.1M
Sage Rhino Capital LLC 0.49% Add +4.9% 10,163 $2.1M
Matrix Trust Co 0.46% Add +0.8% 10,157 $2.1M
Fortitude Advisory Group L.L.C. 1.22% Add +9.0% 10,134 $2.0M
Vantage Financial Partners Ltd., Inc. 0.51% Reduce -3.3% 10,132 $2.0M
Gateway Advisory, LLC 0.35% Add +6.2% 10,122 $2.0M
Secured Retirement Advisors, LLC 1.59% Add +8.7% 10,103 $2.0M
Ignite Planners, LLC 0.50% Add +0.1% 9,975 $2.0M
CRA Financial Services, LLC 0.41% Reduce -1.3% 10,067 $2.0M
Focused Wealth Management, Inc 0.30% Reduce -0.8% 10,057 $2.0M
Raleigh Capital Management Inc. 0.86% Reduce -4.8% 10,004 $2.0M
Lee Financial Co 0.33% Add +26.6% 9,999 $2.0M
Apexium Financial, LP 0.14% Add +2.6% 9,993 $2.0M
MWA Asset Management 1.44% Reduce -0.2% 9,987 $2.0M
Barrett & Company, Inc. 0.91% Reduce -0.4% 9,982 $2.0M
Palumbo Wealth Management LLC 0.85% Reduce -1.8% 9,975 $2.0M
CFO4Life Group, LLC 0.38% Reduce -1.0% 9,944 $2.0M
Paulson Wealth Management Inc. 0.59% Reduce -0.8% 9,920 $2.0M
Balboa Wealth Partners 0.53% Add +17.9% 9,920 $2.0M
Drive Wealth Management, LLC 0.54% Add +0.1% 9,871 $2.0M
MRP Capital Investments, LLC 1.87% Reduce -16.6% 9,870 $2.0M
Harmony Asset Management LLC 0.84% Reduce -11.2% 9,864 $2.0M
Granger Management LLC 0.33% Add +36.5% 9,861 $2.0M
Saxon Interests, Inc. 0.95% Add +2.1% 9,849 $2.0M
Vestmark Advisory Solutions, Inc. 0.08% Add +28.9% 9,821 $2.0M
LifeSteps Financial, Inc. 1.64% Reduce -2.2% 9,803 $2.0M
JNBA Financial Advisors 0.21% Reduce -5.8% 9,797 $2.0M
Old Mission Investment Co LLC 0.64% Add +1.5% 9,795 $2.0M
Coastal Bridge Advisors, LLC 0.49% Add +3.0% 9,785 $2.0M
Sky Investment Group LLC 0.39% Add +0.4% 9,781 $2.0M
Beacon Financial Advisory LLC 0.74% Add +22.7% 9,751 $2.0M
Ramsay, Stattman, Vela & Price, Inc. 0.37% No change 9,741 $2.0M
Strait & Sound Wealth Management LLC 1.00% Reduce -2.6% 9,734 $2.0M
Hollow Brook Wealth Management LLC 0.67% Reduce -6.7% 9,720 $2.0M
Silicon Valley Capital Partners 0.27% Add +24.5% 9,713 $2.0M
Arax Advisory Partners 0.19% Add +38.3% 9,707 $2.0M
A. D. Beadell Investment Counsel, Inc. 1.64% Reduce -13.6% 9,708 $2.0M
CORDA Investment Management, LLC. 0.16% Add +34.4% 9,699 $2.0M
Mosaic Financial Group, LLC 1.41% Reduce -0.7% 9,696 $2.0M
Global Trust Asset Management, LLC 0.79% Reduce -2.6% 9,688 $2.0M
Lakeridge Wealth Management LLC 1.18% Add +1.7% 9,669 $2.0M
Trail Ridge Investment Advisors, LLC 1.01% Add +3.6% 9,662 $2.0M
Navellier & Associates Inc. 0.23% Reduce -1.0% 9,640 $1.9M
Rothschild Wealth LLC 0.63% Add +1.3% 9,624 $1.9M
Morton Capital Management LLC 0.46% Reduce -0.0% 9,607 $1.9M
Morris Financial Concepts, Inc. 0.93% Reduce -1.1% 9,604 $1.9M
WR Wealth Planners, LLC 0.59% Reduce -3.0% 9,583 $1.9M
Navalign, LLC 0.61% Add +1.9% 9,579 $1.9M
Summit Financial Wealth Advisors, LLC 0.39% Add +0.7% 9,577 $1.9M
Leo Wealth, LLC 0.20% Reduce -7.9% 9,502 $1.9M
Cypress Wealth Services, LLC 0.43% Reduce -3.4% 9,557 $1.9M
PhiloSmith Capital Corp 0.54% No change 9,550 $1.9M
Caldwell Sutter Capital, Inc. 0.95% Add +5.7% 9,531 $1.9M
Tempus Wealth Planning, LLC 0.81% Add +4.7% 9,530 $1.9M
Yarger Wealth Strategies, LLC 1.16% Reduce -5.8% 9,523 $1.9M
Wambolt & Associates, LLC 0.56% Add +0.5% 9,361 $1.9M
Signet Financial Management, LLC 0.26% Reduce -1.0% 9,501 $1.9M
RW Investment Management LLC 0.26% Reduce -0.8% 9,491 $1.9M
Pinion Investment Advisors, LLC 0.95% Add +0.8% 9,490 $1.9M
Perennial Investment Advisors, LLC 0.27% Add +4.5% 9,471 $1.9M
Clarus Group, Inc. 0.85% Add +6.6% 9,467 $1.9M
Sandy Cove Advisors, LLC 0.85% Add +0.2% 9,451 $1.9M
Cape Ann Savings Bank 1.19% Reduce -2.9% 9,450 $1.9M
Concentric Capital Strategies, LP 0.12% Reduce -77.2% 9,439 $1.9M
Kelly Lawrence W & Associates Inc. 0.44% No change 9,408 $1.9M
Hemington Wealth Management 0.64% Add +2.1% 9,396 $1.9M
FSM Wealth Advisors, LLC 0.64% Add +0.9% 9,389 $1.9M
Riverview Trust Co 1.80% Reduce -41.9% 9,372 $1.9M
Nicholas Wealth, LLC. 1.35% Add +15.5% 9,369 $1.9M
Passumpsic Savings Bank 1.36% Reduce -25.4% 9,346 $1.9M
Kapstone Financial Advisors LLC 1.24% Add +2.5% 9,346 $1.9M
Personal Cfo Solutions, LLC 0.29% Reduce -1.2% 9,330 $1.9M
West Family Investments, Inc. 0.57% No change 9,326 $1.9M
Allstate Corp. 0.15% Add +0.1% 9,325 $1.9M
One Plus One Wealth Management, LLC 1.08% Add +28.2% 9,305 $1.9M
Masso Torrence Wealth Management Inc. 1.04% Add +2.9% 9,299 $1.9M
Callan Capital, LLC 0.15% Add +17.2% 9,280 $1.9M
Lazari Capital Management, Inc. 0.85% Add +24.4% 9,268 $1.9M
JSF Financial, LLC 0.57% Reduce -2.0% 9,248 $1.9M
Orion Capital Management LLC 0.98% Reduce -2.6% 9,214 $1.9M
Eley Financial Management, Inc 0.79% Reduce -1.9% 9,202 $1.9M
Apella Capital, LLC 0.08% Add +10.8% 8,959 $1.9M
Cooper Financial Group 0.27% Add +5.5% 9,167 $1.9M
Addison Advisors LLC 0.60% Add +4.1% 9,164 $1.9M
Savoie Capital LLC 0.24% Add +0.0% 9,129 $1.8M
Financial Perspectives, Inc 0.68% Add +0.1% 9,126 $1.8M
Grant/GrossMendelsohn, LLC 0.84% Add +0.4% 9,119 $1.8M
Connective Portfolio Management, LLC 2.99% No change 9,080 $1.8M
Waterfront Wealth Inc. 0.50% Add +1.8% 9,071 $1.8M
Householder Group Estate & Retirement Specialist, LLC 0.51% Add +6.4% 9,067 $1.8M
Ridgecrest Wealth Partners, LLC 1.10% Add +0.3% 9,027 $1.8M
Dohj, LLC 0.46% Add +4.2% 9,020 $1.8M
N.E.W. Advisory Services LLC 0.20% Reduce -2.7% 9,010 $1.8M
Asio Capital, LLC 0.37% Add +1.2% 9,000 $1.8M
Delphi Management Inc. 1.48% Add +0.9% 8,985 $1.8M
Eagle Wealth Strategies LLC 1.47% Add +7.8% 8,977 $1.8M
Park Place Capital Corp 0.58% Reduce -6.4% 8,968 $1.8M
Terril Brothers, Inc. 0.65% Reduce -1.6% 8,965 $1.8M
BTG Pactual Asset Management US LLC 0.45% — 8,956 $1.8M
Citadel Investment Advisory, Inc. 1.03% No change 8,936 $1.8M
Oxford Wealth Group, LLC 1.24% Add +29.4% 8,929 $1.8M
Cromwell Holdings LLC 1.08% — 8,913 $1.8M
IRON Financial LLC 1.01% Add +0.6% 8,912 $1.8M
Bennett Selby Investments LP 0.81% Add +0.0% 8,907 $1.8M
City State Bank 0.74% Reduce -1.9% 8,901 $1.8M
Crescent Grove Advisors, LLC 0.20% Reduce -10.1% 8,877 $1.8M
Wealthquest Corp 0.19% Reduce -1.8% 8,870 $1.8M
Select Asset Management & Trust 0.71% Reduce -0.8% 8,855 $1.8M
Aspen Wealth Strategies, LLC 1.24% Reduce -0.6% 8,255 $1.8M
Game Creek Capital, LP 1.00% No change 8,850 $1.8M
Cranbrook Wealth Management, LLC 0.44% Add +115.2% 8,845 $1.8M
First National Bank & Trust Co. of Newtown 0.36% Add +1.7% 8,836 $1.8M
Gladius Capital Management LP 1.78% Add +566.5% 8,825 $1.8M
Defined Wealth Management, LLC 1.24% Add +0.7% 8,820 $1.8M
US Asset Management LLC 1.61% Reduce -3.9% 8,808 $1.8M
Ausdal Financial Partners, Inc. 0.19% Reduce -2.5% 8,801 $1.8M
Strong Tower Advisory Services 0.58% Add +34.3% 8,795 $1.8M
Hummer Financial Advisory Services Inc 1.54% Reduce -1.1% 8,790 $1.8M
Texas Capital Bancshares Inc 0.73% Reduce -8.3% 8,770 $1.8M
Ostrum Asset Management 0.15% Add +4.8% 8,769 $1.8M
Mendel Capital Management LLC 1.15% Reduce -1.1% 8,766 $1.8M
Legacy Edge Advisors, LLC 0.33% Add +14.0% 8,765 $1.8M
Rodgers Brothers Inc. 0.24% Add +2.9% 8,759 $1.8M
M. Kraus & Co 0.54% Add +1.7% 8,758 $1.8M
Gen-Wealth Partners Inc 0.86% Add +0.8% 8,752 $1.8M
Samalin Investment Counsel, LLC 0.83% Reduce -2.7% 8,743 $1.8M
DE Burlo Group Inc. 0.24% Reduce -9.0% 8,743 $1.8M
Mittelman Wealth Management 1.15% Reduce -1.6% 8,737 $1.8M
AA Financial Advisors, LLC 0.62% Reduce -5.0% 8,735 $1.8M
Precedent Wealth Partners, LLC 0.71% Add +4.0% 8,724 $1.8M
PFC Capital Group, Inc. 0.88% No change 8,725 $1.8M
Foster Victor Wealth Advisors, LLC 0.15% Add +7.8% 8,234 $1.8M
Prossimo Advisors, LLC 1.59% Add +0.5% 8,693 $1.8M
RMR Capital Management, LLC 1.60% No change 8,679 $1.8M
Accel Wealth Management 0.70% Add +8.5% 8,660 $1.8M
Eukles Asset Management 0.76% Add +2.4% 8,653 $1.8M
Ami Asset Management Corp. 0.09% Reduce -3.5% 8,644 $1.7M
Tortoise Investment Management, LLC 0.20% Add +1.7% 8,624 $1.7M
First National Bank Sioux Falls 0.90% No change 8,599 $1.7M
Mendel Money Management 0.81% Reduce -19.2% 8,598 $1.7M
G&S Capital LLC 0.76% Reduce -14.0% 8,276 $1.7M
Independent Solutions Wealth Management, LLC 0.40% Reduce -9.0% 8,587 $1.7M
Allegheny Financial Group 0.50% Add +33.6% 8,570 $1.7M
NorthStar Asset Management LLC 1.20% Add +3.1% 8,569 $1.7M
Legacy Bridge, LLC 1.02% Add +0.1% 8,540 $1.7M
Stiles Financial Services Inc 0.66% Reduce -0.6% 8,530 $1.7M
Intrua Financial, LLC 0.28% Reduce -33.4% 8,527 $1.7M
Fullcircle Wealth LLC 0.84% — 8,252 $1.7M
Ti-Trust, Inc. 1.32% Reduce -7.3% 8,491 $1.7M
Westbourne Investment Advisors, Inc. 0.62% Reduce -0.8% 8,485 $1.7M
Montz Harcus Wealth Management LLC 1.11% Add +0.5% 8,481 $1.7M
Austin Private Wealth, LLC 0.18% Add +15.1% 8,446 $1.7M
W Advisors, LLC 1.12% Add +0.9% 8,436 $1.7M
Steele Capital Management, Inc. 0.10% Add +1.7% 8,421 $1.7M
Wealth Management Associates, Inc. 0.80% No change 8,407 $1.7M
Hussman Strategic Advisors, Inc. 0.47% New 8,400 $1.7M
Monterey Private Wealth, Inc. 0.63% Add +11.1% 8,378 $1.7M
Private Portfolio Partners LLC 1.38% Reduce -1.9% 8,368 $1.7M
Oarsman Capital, Inc. 0.37% Add +1.6% 8,368 $1.7M
First Heartland Consultants, Inc. 0.17% Add +24.7% 8,360 $1.7M
Summit Wealth & Retirement Planning, Inc. 0.57% Reduce -0.9% 8,333 $1.7M
Financial Engines Advisors L.L.C. 0.00% Add +0.3% 8,302 $1.7M
One Wealth Advisors, LLC 0.36% Add +12.7% 8,157 $1.7M
Capital Square, LLC 1.09% Reduce -1.0% 7,975 $1.7M
Caldwell Investment Management Ltd. 1.26% No change 8,300 $1.7M
Calton & Associates, Inc. 0.84% Reduce -1.1% 8,286 $1.7M
Sather Financial Group Inc 0.12% No change 8,279 $1.7M
LexAurum Advisors, LLC 0.41% Reduce -2.5% 8,274 $1.7M
Guidance Capital, Inc. 0.55% Add +2.5% 7,854 $1.7M
Sound Income Strategies, LLC 0.12% Reduce -0.8% 8,256 $1.7M
Plancorp, LLC 0.07% Add +1.4% 8,252 $1.7M
Johnson & White Wealth Management, LLC 1.59% Add +8.7% 8,253 $1.7M
Bouchey Financial Group, Ltd. 0.16% Reduce -1.3% 8,254 $1.7M
Venturi Wealth Management, LLC 0.10% Add +69.0% 8,235 $1.7M
Lebenthal Global Advisors, LLC 0.36% Add +4.0% 8,231 $1.7M
CPA Asset Management Group, LLC 0.89% No change 8,223 $1.7M
Brass Tax Wealth Management, Inc. 0.33% Add +369.8% 8,217 $1.7M
Cheviot Value Management, LLC 0.32% No change 8,199 $1.7M
Monte Financial Group, LLC 0.73% No change 8,198 $1.7M
Members Trust Co 0.05% Reduce -1.1% 8,176 $1.7M
Childress Capital Advisors, LLC 0.46% Add +4.9% 8,162 $1.7M
Legacy Capital Group California, Inc. 0.59% Add +1.4% 8,150 $1.6M
McElhenny Sheffield Capital Management, LLC 0.57% Add +0.1% 8,127 $1.6M
Altshuler Shaham Ltd 0.06% Reduce -22.9% 8,102 $1.6M
Berkeley Capital Partners, LLC 0.49% Reduce -5.5% 8,085 $1.6M
Foresight Global Investors, Inc. 0.78% No change 8,070 $1.6M
TLWM 0.36% Reduce -0.4% 8,068 $1.6M
Accent Capital Management, LLC 1.00% Add +0.0% 8,059 $1.6M
Proffitt & Goodson Inc. 0.29% Reduce -0.8% 8,059 $1.6M
Rogco, LP 0.66% Reduce -0.6% 8,047 $1.6M
ABLE Financial Group, LLC 0.59% Add +29.5% 8,023 $1.6M
Veltria Advisors Corp. 0.58% Reduce -30.8% 8,015 $1.6M
O'Brien Greene & Co. Inc 0.51% Add +13.2% 8,014 $1.6M
Crewe Advisors LLC 0.18% Reduce -11.0% 8,013 $1.6M
GoodHaven Capital Management, LLC 0.60% No change 8,000 $1.6M
Keystone Financial Services 0.67% Add +4.4% 7,998 $1.6M
Pursue Wealth Partners LLC 0.88% Add +6.7% 7,984 $1.6M
Syntax Research, Inc. 1.28% Reduce -2.9% 7,979 $1.6M
American State Bank (Iowa) 1.03% Add +0.8% 7,967 $1.6M
Geller Advisors LLC 0.12% Add +9.0% 7,965 $1.6M
Cora Capital Advisors LLC 0.83% Reduce -1.1% 7,941 $1.6M
Kolinsky Wealth Management, LLC 1.15% Add +3.0% 7,922 $1.6M
Cookson Peirce & Co. Inc. 0.08% Add +22.0% 7,899 $1.6M
Trust Co 0.21% Add +19.1% 7,894 $1.6M
Tilia Fiduciary Partners, Inc. 1.25% Reduce -2.4% 7,888 $1.6M
ELCO Management Co., LLC 0.93% Reduce -2.1% 7,885 $1.6M
Hendershot Investments Inc. 0.23% Reduce -5.6% 7,868 $1.6M
Milestone Asset Management, LLC 0.40% Add +93.1% 7,868 $1.6M
Thrive Wealth Management, LLC 0.31% Reduce -0.5% 7,819 $1.6M
IFG Advisors, LLC 0.37% Add +2.4% 7,808 $1.6M
Madison Wealth Partners, Inc 0.54% Add +1.9% 7,804 $1.6M
Alta Advisers Ltd 0.76% Add +2.6% 7,800 $1.6M
Castle Wealth Management LLC 0.76% Reduce -0.4% 7,799 $1.6M
Alta Wealth Advisors LLC 0.79% Add +0.3% 7,799 $1.6M
Stephens Consulting, LLC 0.45% Reduce -1.1% 7,796 $1.6M
First Command Advisory Services, Inc. 0.02% Reduce -2.7% 7,788 $1.6M
Edge Financial Advisors LLC 1.63% Add +2.5% 7,787 $1.6M
Summit Asset Management, LLC 0.19% Add +29.1% 7,758 $1.6M
Charter Oak Capital Management, LLC 0.16% Reduce -5.8% 7,735 $1.6M
Keyes, Stange & Wooten Wealth Management, LLC 1.09% Reduce -3.3% 7,731 $1.6M
Physicians Financial Services, Inc. 0.51% Add +2.1% 7,722 $1.6M
Bordeaux Wealth Advisors LLC 0.30% Add +4.6% 7,706 $1.6M
Colonial River Investments, LLC 0.84% Reduce -2.7% 7,679 $1.6M
General Partner, Inc. 0.99% Add +0.5% 7,672 $1.6M
Freedom Investment Management, Inc. 0.13% Reduce -18.8% 7,667 $1.6M
Commons Capital, LLC 1.87% Reduce -4.2% 7,664 $1.6M
Kozak & Associates, Inc. 0.38% Reduce -7.9% 7,426 $1.5M
SignalPoint Asset Management, LLC 0.41% Reduce -0.4% 7,643 $1.5M
Baron Silver Stevens Financial Advisors, LLC 0.30% Reduce -5.8% 7,640 $1.5M
Fielder Capital Group LLC 0.59% Reduce -18.9% 7,640 $1.5M
ORBA Wealth Advisors, L.L.C. 0.80% Add +3.3% 7,639 $1.5M
Centric Wealth Management 0.44% Add +0.4% 7,275 $1.5M
Cornerstone National Bank & Trust Co 0.76% Add +2.4% 7,633 $1.5M
Alhambra Investment Management LLC 0.85% Add +0.2% 7,630 $1.5M
Phillips Wealth Planners LLC 1.62% Add +7.2% 7,413 $1.5M
Dixon Fnancial Services, Inc. 0.86% No change 7,611 $1.5M
Freemont Management S.A. 0.89% Reduce -83.2% 7,600 $1.5M
Gilman Hill Asset Management, LLC 0.28% Reduce -17.3% 7,596 $1.5M
CYBER HORNET ETFs LLC 1.67% Add +0.9% 7,568 $1.5M
Quest Investment Management LLC 0.17% Add +545.8% 7,556 $1.5M
Northwest Wealth Management, LLC 0.40% Add +0.5% 7,547 $1.5M
UNIVEST FINANCIAL Corp 0.42% Reduce -3.7% 7,535 $1.5M
Wealth Group, Ltd. 1.09% Reduce -0.3% 7,514 $1.5M
Highline Wealth Partners LLC 0.57% Add +3.8% 7,509 $1.5M
Armbruster Capital Management, Inc. 0.32% Add +4.5% 7,504 $1.5M
Fortis Capital Advisors, LLC 0.55% Add +7.1% 7,501 $1.5M
Greenhaven Associates Inc. 0.02% Reduce -99.8% 7,500 $1.5M
Trilogy Capital Inc. 0.08% Add +170.2% 7,496 $1.5M
AllSquare Wealth Management LLC 0.91% Add +2.2% 7,491 $1.5M
Capital Investment Counsel, Inc 0.23% Add +0.7% 7,482 $1.5M
SC&H Financial Advisors, Inc. 0.37% Add +2.5% 7,475 $1.5M
Gallagher Fiduciary Advisors, LLC 0.34% Add +12.1% 7,470 $1.5M
Herbst Group, LLC 0.92% Reduce -9.7% 7,460 $1.5M
Asset Advisors Investment Management, LLC 0.16% New 7,457 $1.5M
Gray Wealth Management Inc. 0.65% Add +6.8% 7,453 $1.5M
Covenant Partners, LLC 0.46% No change 7,451 $1.5M
Kintra Wealth, LLC 1.07% Reduce -14.3% 7,450 $1.5M
Affiance Financial, LLC 0.39% Add +4.2% 7,448 $1.5M
RFP Financial Group LLC 0.56% Reduce -6.1% 7,426 $1.5M
Fortitude Family Office, LLC 0.85% Add +26.0% 7,408 $1.5M
Orca Investment Management, LLC 1.43% Add +0.3% 7,400 $1.5M
Veracity Capital LLC 0.62% Reduce -7.5% 7,398 $1.5M
Driehaus Capital Management LLC 0.01% Add +13.1% 7,378 $1.5M
Richard W. Paul & Associates, LLC 0.58% Reduce -5.3% 7,371 $1.5M
Sunpointe, LLC 0.97% Add +2.6% 7,369 $1.5M
Atlas Capital Advisors Inc. 0.19% No change 7,347 $1.5M
Ellsworth Advisors, LLC 0.41% Add +11.2% 7,342 $1.5M
Legacy Capital Wealth Partners, LLC 0.38% Reduce -13.5% 7,342 $1.5M
Talisman Wealth Advisors LLC 1.71% Add +4.4% 7,324 $1.5M
Financial Management Network Inc. 0.36% Add +1.1% 7,228 $1.5M
Rf&l Wealth Management, LLC 1.13% No change 7,313 $1.5M
Round Hill Asset Management 0.94% Reduce -18.2% 7,306 $1.5M
Alesco Advisors, LLC, An ESL Co 0.05% Reduce -2.2% 7,289 $1.5M
Moss Adams Wealth Advisors LLC 0.21% Add +21.1% 7,284 $1.5M
Zimmermann Investment Management & Planning LLC 0.49% Add +51.7% 7,252 $1.5M
Access Financial Services, Inc. 0.67% Reduce -12.3% 7,243 $1.5M
Garrison Point Advisors, LLC 0.96% Reduce -4.3% 7,197 $1.5M
Cladis Investment Advisory, LLC 1.05% No change 7,189 $1.5M
Clare Market Investments LLC 0.41% Add +109.5% 7,182 $1.5M
Global Financial Private Client, LLC 0.61% Reduce -0.8% 7,178 $1.5M
AJ Advisors, LLC 0.80% Reduce -27.6% 7,151 $1.4M
KRS Capital Management, LLC 1.08% Reduce -6.4% 7,150 $1.4M
DMC Group, LLC 1.24% Reduce -1.1% 7,129 $1.4M
Atwood & Palmer Inc. 0.11% Reduce -3.4% 7,120 $1.4M
Salzhauer Michael 1.16% Reduce -2.1% 7,120 $1.4M
Frazier Financial Advisors, LLC 1.14% Add +1.7% 7,116 $1.4M
Unique Wealth Strategies, LLC 0.67% No change 7,185 $1.4M
LBMC Investment Advisors, LLC 0.12% No change 7,101 $1.4M
Evanson Asset Management, LLC 0.11% No change 7,096 $1.4M
Powell Investment Advisors, LLC 0.74% Reduce -2.4% 7,082 $1.4M
Birchcreek Wealth Management, LLC 0.81% No change 7,076 $1.4M
Key Client Fiduciary Advisors, LLC 0.72% Reduce -2.4% 7,076 $1.4M
STAR Financial Bank 1.10% Reduce -13.8% 7,071 $1.4M
Highland Financial Advisors, LLC 0.53% Add +0.7% 7,056 $1.4M
Heartwood Wealth Advisors LLC 0.17% Add +10.8% 7,052 $1.4M
Edgemoor Investment Advisors, Inc. 0.13% Add +0.0% 7,048 $1.4M
Altus Wealth Group LLC 0.71% Reduce -5.9% 7,027 $1.4M
Nabity-Jensen Investment Management Inc 1.16% Reduce -1.2% 7,023 $1.4M
Lionsbridge Wealth Management LLC 1.14% Reduce -0.4% 7,006 $1.4M
Seven Mile Advisory 1.04% Reduce -22.9% 6,989 $1.4M
Sippican Capital Advisors 1.12% Reduce -0.4% 6,988 $1.4M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.44% New 6,984 $1.4M
Security Financial Services, INC. 0.31% Add +2.8% 6,976 $1.4M
Benchmark Investment Advisors LLC 1.02% Add +19.1% 6,970 $1.4M
Solitude Financial Services 0.65% Add +127.0% 6,959 $1.4M
ARGA Investment Management, LP 0.05% No change 6,950 $1.4M
Fairscale Capital, LLC 1.25% — 6,570 $1.4M
Wiser Advisor Group LLC 2.20% Add +1.7% 6,929 $1.4M
James J. Burns & Company, LLC 0.28% Add +40.7% 6,921 $1.4M
Tennessee Valley Asset Management Partners 0.26% Add +7.3% 6,922 $1.4M
Mosaic Family Wealth Partners, LLC 0.22% Add +0.8% 6,890 $1.4M
SYSTM Wealth Solutions LLC 0.31% Reduce -71.1% 6,888 $1.4M
Finivi Inc. 1.15% Add +77.4% 6,883 $1.4M
T. Rowe Price Investment Management, Inc. 0.00% Add +47.6% 6,882 $1.4M
Palogic Value Management, L.P. 0.59% No change 6,824 $1.4M
Foster Group, Inc. 0.05% Add +6.3% 6,819 $1.4M
Hardin Capital Partners, LLC 0.90% — 6,813 $1.4M
Waypoint Capital Advisors, LLC 0.34% Add +2.6% 6,808 $1.4M
Meridian Investment Counsel Inc. 0.44% Add +26.9% 6,805 $1.4M
Viewpoint Capital Management LLC 0.84% No change 6,804 $1.4M
Harvest Fund Management Co., Ltd 0.10% Reduce -11.0% 6,799 $1.4M
Costello Asset Management, INC 1.03% Reduce -2.2% 6,802 $1.4M
waypoint wealth counsel 1.05% Add +0.2% 6,801 $1.4M
Winmill & Co. Inc. 0.47% No change 6,800 $1.4M
Prairie Sky Financial Group LLC 0.85% No change 6,775 $1.4M
REDW Wealth LLC 0.36% Reduce -0.7% 6,765 $1.4M
PBMares Wealth Management LLC 0.34% Add +2.0% 6,757 $1.4M
Northside Capital Management, LLC 0.23% Add +0.8% 6,750 $1.4M
Core Wealth Partners LLC 0.93% Add +10.0% 6,714 $1.4M
Beacon Investment Advisors LLC 0.69% Add +204.9% 6,710 $1.4M
Sivia Capital Partners, LLC 0.91% Reduce -19.2% 6,700 $1.4M
Fulton Breakefield Broenniman LLC 0.10% Reduce -1.9% 6,689 $1.4M
Aletheian Wealth Advisors LLC 0.71% Reduce -3.5% 6,684 $1.4M
McLean Asset Management Corp 0.44% Add +2.0% 6,498 $1.4M
Symphony Financial Services, Inc. 1.16% — 6,575 $1.3M
Alaska Permanent Fund Corp 0.02% Reduce -51.9% 6,338 $1.3M
HHM Wealth Advisors, LLC 0.20% Add +4.8% 6,639 $1.3M
Duff & Phelps Investment Management Co. 0.02% Reduce -80.1% 6,635 $1.3M
Pathway Financial Advisors LLC 0.36% No change 6,631 $1.3M
Caz Investments LP 1.97% No change 6,600 $1.3M
Centerpoint Advisors, LLC 0.48% Reduce -0.6% 6,581 $1.3M
Coastwise Capital Group, LLC 1.28% Reduce -6.4% 6,575 $1.3M
Hexagon Capital Partners LLC 0.29% Add +2.2% 6,572 $1.3M
Orrstown Financial Services Inc. 0.70% Add +1.1% 6,567 $1.3M
BayBridge Capital Group, LLC 1.04% Add +1.8% 6,561 $1.3M
Novak & Powell Financial Services, Inc. 0.82% Reduce -2.6% 6,554 $1.3M
Keynote Financial Services LLC 1.11% No change 6,534 $1.3M
Sterling Wealth Management, Inc. 0.63% No change 6,528 $1.3M
Forefront Analytics, LLC 0.63% Add +100.8% 6,516 $1.3M
TFB Advisors LLC 0.43% Add +37.4% 6,514 $1.3M
Clarity Financial LLC 0.20% Reduce -0.2% 6,497 $1.3M
McGlone Suttner Wealth Management, Inc. 0.27% Reduce -11.4% 7,717 $1.3M
Eagle Bay Advisors LLC 0.79% Add +7.0% 6,486 $1.3M
Lantz Financial LLC 0.41% Reduce -0.1% 6,484 $1.3M
Berger Financial Group, Inc 0.10% Reduce -0.1% 6,483 $1.3M
Prelude Capital Management, LLC 0.11% Reduce -5.9% 6,461 $1.3M
Capital Advisors Wealth Management, LLC 0.26% Add +29.4% 6,448 $1.3M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.74% Reduce -6.3% 6,442 $1.3M
Lion Street Advisors, LLC 0.48% Reduce -1.4% 6,441 $1.3M
Kelleher Financial Advisors 0.53% Reduce -1.1% 6,436 $1.3M
McIlrath & Eck, LLC 0.19% Add +2.5% 6,427 $1.3M
ARK & TLK Investments, LLC 0.49% No change 6,419 $1.3M
Mason & Associates Inc 0.35% Add +1.4% 6,418 $1.3M
Vision Capital Management, Inc. 0.19% No change 6,394 $1.3M
Ashton Thomas Securities, LLC 0.31% — 6,216 $1.3M
PCA Investment Advisory Services Inc. 0.68% Add +0.9% 6,377 $1.3M
Olistico Wealth, LLC 0.82% Reduce -4.7% 6,367 $1.3M
True North Advisors, LLC 0.34% Add +0.5% 6,364 $1.3M
Indie Asset Partners, LLC 1.02% Add +172.4% 6,349 $1.3M
Oakwell Private Wealth Management, LLC 0.36% Add +9.2% 6,344 $1.3M
Hyperion Partners, LLC 0.91% Add +1.0% 6,337 $1.3M
Five Oceans Advisors 0.67% Add +5.4% 6,333 $1.3M
Profit Investment Management, LLC 0.80% No change 6,327 $1.3M
Crew Capital Management, Ltd 1.03% No change 6,317 $1.3M
Verum Partners LLC 0.41% Add +1.9% 6,315 $1.3M
Knollwood Investment Advisory, LLC 0.14% New 6,310 $1.3M
Millennium Capital Advisors, LLC 0.85% No change 6,290 $1.3M
Bay Rivers Group 0.66% Add +4.8% 6,290 $1.3M
Regent Peak Wealth Advisors LLC 0.29% Add +0.3% 6,290 $1.3M
ERn Financial, LLC 0.21% Add +9.4% 6,288 $1.3M
LifePro Asset Management 0.91% Reduce -2.6% 6,287 $1.3M
Greatmark Investment Partners, Inc. 0.19% Reduce -1.3% 6,277 $1.3M
Schneider Downs Wealth Management Advisors, LP 0.28% Reduce -7.8% 6,256 $1.3M
Portland Investment Counsel Inc. 0.46% Reduce -0.8% 6,251 $1.3M
Fidelity D & D Bancorp Inc. 0.96% Reduce -0.7% 6,244 $1.3M
Solstein Capital, LLC 0.82% Add +0.0% 6,243 $1.3M
Davis Investment Partners, LLC 0.52% Reduce -0.5% 6,158 $1.3M
Sunflower Bank, N.A. 0.30% Reduce -8.3% 6,226 $1.3M
Gould Asset Management LLC 0.29% No change 6,226 $1.3M
Shakespeare Wealth Management, LLC 0.36% Add +0.2% 6,221 $1.3M
Black Diamond Financial, LLC 0.24% Add +9.6% 6,221 $1.3M
GFG Capital, LLC 0.34% Add +0.1% 6,205 $1.3M
Investment House LLC 0.07% Add +15.7% 6,192 $1.3M
TrueWealth Advisors, LLC 0.46% Reduce -12.6% 6,190 $1.3M
LVZ, Inc. 0.17% Add +17.7% 6,189 $1.3M
Measured Wealth Private Client Group, LLC 0.44% Add +14.7% 6,138 $1.2M
Sentry LLC 0.23% No change 6,136 $1.2M
Debussy Capital Management LP 0.35% Add +6.2% 6,132 $1.2M
Element Wealth, LLC 0.70% Add +4.4% 6,125 $1.2M
Castlekeep Investment Advisors LLC 0.95% Reduce -0.3% 6,119 $1.2M
High Falls Advisors, Inc 0.30% Add +6.4% 6,111 $1.2M
Hilltop Partners LLC 0.46% Add +16.3% 6,105 $1.2M
Powers Advisory Group, LLC 0.67% Add +1.2% 6,102 $1.2M
O'Keefe Stevens Advisory, Inc. 0.41% Add +7.7% 6,102 $1.2M
Systematic Financial Management LP 0.04% No change 6,075 $1.2M
Summit X, LLC 0.27% Add +47.8% 5,967 $1.2M
Menard Financial Group LLC 0.87% Reduce -0.0% 6,026 $1.2M
Barden Capital Management, Inc. 1.15% No change 6,015 $1.2M
New Covenant Trust Company, N.A. 1.40% Reduce -3.7% 5,794 $1.2M
Pensionfund Sabic 0.36% No change 6,000 $1.2M
Kingfisher Capital LLC 0.29% Add +0.5% 6,005 $1.2M
Denali Advisors LLC 0.33% Reduce -1.6% 6,000 $1.2M
University of Texas/Texas Am Investment Management Co. 0.24% Add +516.8% 5,989 $1.2M
Viawealth, LLC 0.75% Reduce -1.9% 5,986 $1.2M
Ardent Capital Management, Inc. 0.59% Reduce -45.6% 5,981 $1.2M
Quantum Financial Advisors, LLC 0.21% Add +0.0% 5,981 $1.2M
Silvia McColl Wealth Management, LLC 1.00% No change 5,978 $1.2M
McNaughton Wealth Management, LLC 0.64% Add +2.5% 5,976 $1.2M
Carmichael Hill & Associates, Inc. 0.49% Reduce -8.2% 5,971 $1.2M
Colton Groome Financial Advisors, LLC 0.48% Reduce -1.9% 5,970 $1.2M
Alpha Family Trust 0.71% No change 5,950 $1.2M
Fairview Capital Investment Management, LLC 0.07% No change 5,948 $1.2M
Westside Investment Management, Inc. 0.28% Add +2.2% 5,945 $1.2M
Edgestream Partners, L.P. 0.06% Reduce -76.0% 5,938 $1.2M
5th Street Advisors, LLC 0.63% No change 5,918 $1.2M
Barnes Pettey Financial Advisors, LLC 1.03% No change 5,906 $1.2M
Kathmere Capital Management, LLC 0.13% Add +19.1% 5,900 $1.2M
Financial Council, LLC 0.67% Reduce -4.1% 5,898 $1.2M
Sachetta, LLC 0.52% Add +10.3% 5,527 $1.2M
InTrack Investment Management Inc 0.85% Add +17.6% 5,893 $1.2M
Delta Investment Management, LLC 0.26% Reduce -0.7% 5,892 $1.2M
Callan Family Office, LLC 0.23% Add +88.0% 5,871 $1.2M
Bluesphere Advisors LLC 0.60% Add +14.4% 5,860 $1.2M
St. Clair Advisors, LLC 0.38% No change 5,855 $1.2M
Crumly & Associates Inc. 0.34% Reduce -1.8% 5,825 $1.2M
Carolinas Wealth Consulting LLC 0.23% Add +0.2% 5,810 $1.2M
Aspen Grove Capital, LLC 0.28% Reduce -0.1% 5,809 $1.2M
Capital Planning Advisors, LLC 0.20% Reduce -17.8% 5,808 $1.2M
OMC Financial Services LTD 0.55% Add +103.0% 5,805 $1.2M
Carr Financial Group Corp 0.37% Reduce -9.1% 5,782 $1.2M
Peregrine Asset Advisers, Inc. 0.46% No change 5,780 $1.2M
WealthTrust Axiom LLC 0.39% Add +4.8% 5,775 $1.2M
Clifford Group, LLC 0.94% Reduce -1.7% 5,774 $1.2M
Prosperity Financial Group, Inc. 0.74% Add +0.1% 5,767 $1.2M
Syntegra Private Wealth Group, LLC 0.15% Add +44.6% 5,765 $1.2M
Galibier Capital Management Ltd. 0.29% No change 5,760 $1.2M
Eubel Brady & Suttman Asset Management Inc. 0.19% Add +12.2% 5,758 $1.2M
McDaniel Terry & Co. 0.10% Reduce -5.7% 5,759 $1.2M
Fi3 FINANCIAL ADVISORS, LLC 0.51% Reduce -0.8% 5,754 $1.2M
Copperwynd Financial, LLC 0.38% Add +3.4% 5,465 $1.2M
Cravens & Co Advisors, LLC 0.86% Reduce -4.6% 5,737 $1.2M
Silver Oak Securities, Incorporated 0.17% Add +0.7% 5,726 $1.2M
Sendero Wealth Management, LLC 0.19% Reduce -8.8% 5,719 $1.2M
Cascade Investment Group, Inc. 0.90% Reduce -11.5% 5,709 $1.2M
Legal Advantage Investments, Inc. 0.66% No change 5,703 $1.2M
Dechtman Wealth Management, LLC 0.26% Add +0.6% 5,701 $1.2M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.75% No change 5,700 $1.2M
Versor Investments LP 0.21% New 5,700 $1.2M
Aveo Capital Partners, LLC 0.13% Reduce -3.2% 5,694 $1.2M
Private Capital Management LLC 0.23% Add +2.9% 5,693 $1.2M
Great Point Wealth Advisors, LLC 0.26% Add +0.8% 5,690 $1.2M
Sunburst Financial Group, LLC 0.31% Add +5.0% 5,651 $1.1M
Napatree Capital LLC 0.93% Add +3.9% 5,649 $1.1M
D'Orazio & Associates, Inc. 0.18% Add +5.5% 5,646 $1.1M
Brave Warrior Advisors 0.03% Reduce -99.6% 5,643 $1.1M
Tectonic Advisors LLC 0.08% Add +2.4% 5,642 $1.1M
Virtu Financial LLC 0.08% Add +89.5% 5,640 $1.1M
First Bancorp, Inc 0.84% Add +0.6% 5,627 $1.1M
Greylin Investment Management, Inc 0.20% Reduce -5.1% 5,625 $1.1M
ROI Financial Advisors, LLC 0.83% Add +6.9% 5,636 $1.1M
AlphaQuest LLC 0.15% Reduce -44.7% 5,618 $1.1M
Roberts Capital Advisors, LLC 1.09% No change 5,671 $1.1M
Private Wealth Advisors, LLC 0.50% Reduce -0.1% 5,527 $1.1M
Patriot Investment Management Group, Inc. 0.09% Add +0.6% 5,612 $1.1M
Investors Research Corp 0.27% Add +0.5% 5,608 $1.1M
Cardiff Park Advisors, LLC 0.11% Add +0.3% 5,606 $1.1M
Retirement Planning Group, LLC 0.07% No change 5,602 $1.1M
Warther Private Wealth, LLC 0.44% Add +21.2% 5,599 $1.1M
Granite Harbor Advisors, Inc. 0.73% Add +18.2% 5,599 $1.1M
Eagle Strategies LLC 0.22% Reduce -52.3% 5,588 $1.1M
Avaii Wealth Management, LLC 0.63% Reduce -1.1% 5,582 $1.1M
Moller Wealth Partners 0.30% No change 5,576 $1.1M
Tranquilli Financial Advisor LLC 0.75% Add +1.4% 5,482 $1.1M
Sandbox Financial Partners, LLC 0.43% Add +0.5% 5,566 $1.1M
New Century Financial Group, LLC 0.48% Reduce -10.5% 5,562 $1.1M
Oliver Luxxe Assets LLC 0.24% Add +3.8% 5,548 $1.1M
Allie Family Office LLC 0.67% No change 5,541 $1.1M
Tributary Capital Management, LLC 0.09% Reduce -4.2% 5,539 $1.1M
Triad Wealth Partners, LLC 0.59% Add +43.7% 5,536 $1.1M
Lodestar Private Asset Management LLC 0.15% Reduce -0.7% 5,534 $1.1M
Heritage Wealth Partners, LLC 1.62% Add +108.1% 5,528 $1.1M
Wallace Advisory Group, LLC 0.80% Reduce -19.0% 5,527 $1.1M
Firestone Capital Management 0.30% Add +0.0% 5,509 $1.1M
Bayview Asset Management, LLC 0.66% Add +22.2% 5,500 $1.1M
Hurlow Wealth Management Group, Inc. 0.38% Reduce -1.5% 5,498 $1.1M
Burt Wealth Advisors 0.29% Reduce -3.1% 5,487 $1.1M
Hohimer Wealth Management, LLC 0.26% Reduce -86.2% 5,479 $1.1M
Boothbay Fund Management, LLC 0.04% Reduce -46.4% 5,479 $1.1M
Omnia Family Wealth, LLC 0.47% Add +3.3% 5,475 $1.1M
Cambridge Advisors Inc. 0.26% Add +0.2% 5,473 $1.1M
Howard Financial Services, LTD. 0.18% Reduce -9.0% 5,471 $1.1M
Sovereign Financial Group, Inc. 0.28% Add +6.0% 5,471 $1.1M
TKG Advisors, LLC 0.60% Reduce -10.5% 5,452 $1.1M
Cross Staff Investments Inc 0.92% Add +0.0% 5,438 $1.1M
Steph & Co. 0.37% Reduce -31.6% 5,432 $1.1M
Evernest Financial Advisors, LLC 0.49% Add +0.1% 5,430 $1.1M
Private Client Services, LLC 0.69% Reduce -1.5% 5,414 $1.1M
Hara Capital LLC 0.70% Reduce -0.6% 5,406 $1.1M
Port Capital LLC 0.05% Reduce -0.2% 5,394 $1.1M
Bellevue Asset Management, LLC 0.60% Add +0.0% 5,393 $1.1M
Elser Financial Planning, Inc 0.18% — 5,374 $1.1M
Rosenberg Matthew Hamilton 0.32% Add +5.3% 5,291 $1.1M
Evolution Wealth Advisors, LLC 0.21% Reduce -0.7% 5,368 $1.1M
Renasant Bank 0.75% Reduce -14.6% 5,355 $1.1M
Probity Advisors, Inc. 0.22% Reduce -5.4% 5,346 $1.1M
Reynders McVeigh Capital Management, LLC 0.06% Add +1.4% 5,345 $1.1M
Grant Street Asset Management, Inc. 0.34% No change 5,344 $1.1M
Skba Capital Management LLC 0.17% Reduce -4.8% 5,342 $1.1M
Angeles Investment Advisors, LLC 0.06% Reduce -23.1% 5,341 $1.1M
Atlas Private Wealth Advisors 0.18% Add +121.4% 5,333 $1.1M
Summit Wealth Partners, LLC 0.22% Add +0.0% 5,326 $1.1M
Oldfather Financial Services, LLC 0.44% Add +1.1% 5,322 $1.1M
Permanent Capital Management, LP 0.22% — 3,710 $1.1M
West Bancorporation Inc. 0.79% Reduce -1.1% 5,312 $1.1M
Keystone Wealth Services, LLC 0.33% Add +23.7% 5,309 $1.1M
Sage Private Wealth Group, LLC 0.90% Add +7.6% 5,306 $1.1M
Gerber, LLC 0.84% Add +0.6% 5,305 $1.1M
Hofer & Associates. Inc 0.83% Add +2.5% 5,287 $1.1M
Renaissance Group LLC 0.04% Reduce -0.3% 5,277 $1.1M
Gateway Wealth Partners, LLC 0.32% Reduce -1.8% 5,275 $1.1M
Willner & Heller, LLC 1.02% Add +0.6% 5,260 $1.1M
Drake & Associates, LLC 0.38% Add +4.2% 5,256 $1.1M
Full Sail Capital, LLC 0.07% Add +8.1% 5,252 $1.1M
Swisher Financial Concepts, Inc. 1.08% Reduce -9.0% 5,081 $1.1M
Councilmark Asset Management, LLC 0.75% No change 5,242 $1.1M
Deseret Mutual Benefit Administrators 0.49% Reduce -5.5% 5,239 $1.1M
Leonard Rickey Investment Advisors P.L.L.C. 0.25% Add +5.0% 5,238 $1.1M
Buttonwood Financial Advisors Inc. 0.50% Reduce -10.2% 5,238 $1.1M
Oxler Private Wealth LLC 0.39% Add +0.5% 5,238 $1.1M
Horan Securities, Inc. 0.46% Add +0.2% 5,237 $1.1M
Narus Financial Partners, LLC 0.43% Reduce -1.4% 5,228 $1.1M
Creative Financial Designs Inc. 0.09% Add +12.4% 5,226 $1.1M
Wealth Dimensions Group, Ltd. 0.30% Reduce -5.2% 5,221 $1.1M
JFS Wealth Advisors, LLC 0.08% Reduce -1.4% 5,219 $1.1M
Providence First Trust Co 0.48% No change 5,212 $1.1M
Wolverine Trading, LLC 0.02% Reduce -97.5% 5,212 $1.1M
Seamount Financial Group Inc. 0.85% Reduce -1.9% 5,173 $1.0M
Latitude Advisors, LLC 0.64% Add +2.9% 5,148 $1.0M
Smart Portfolios, LLC 1.05% Add +6.7% 5,144 $1.0M
Consolidated Portfolio Review Corp 0.24% Add +123.4% 5,136 $1.0M
KilterHowling LLC 0.71% Add +1.7% 5,125 $1.0M
Fox Run Management, L.L.C. 0.19% Add +41.6% 5,119 $1.0M
Campion Asset Management 0.81% Reduce -1.4% 5,118 $1.0M
Proathlete Wealth Management LLC 0.49% Add +3.1% 5,117 $1.0M
Richardson Financial Services Inc. 0.74% Reduce -5.9% 5,115 $1.0M
Sciencast Management LP 0.36% New 5,107 $1.0M
Hedges Asset Management LLC 0.74% No change 5,100 $1.0M
Longfellow Investment Management Co. LLC 0.26% Reduce -31.0% 5,091 $1.0M
Aviso Wealth Management 0.61% Reduce -3.4% 5,090 $1.0M
Hutchinson Capital Management 0.21% Add +143.5% 5,089 $1.0M
Dempze Nancy E 0.71% Add +43.0% 5,088 $1.0M
Blackston Financial Advisory Group, LLC 0.58% Add +367.4% 5,085 $1.0M
Oliver Lagore Vanvalin Investment Group 0.29% Add +4.2% 5,078 $1.0M
Great Diamond Partners, LLC 0.24% Reduce -6.3% 5,044 $1.0M
PFW Advisors LLC 0.32% Reduce -3.9% 5,030 $1.0M
Keb Asset Management, LLC 0.34% Add +42.4% 5,022 $1.0M
Hall Laurie J Trustee 0.35% Reduce -11.8% 5,025 $1.0M
Financial Partners Group, Inc 0.16% Reduce -0.4% 5,015 $1.0M
Nadler Financial Group, Inc. 0.12% Add +8.8% 5,008 $1.0M
Aua Capital Management, LLC 0.61% No change 5,000 $1.0M
JBF Capital, Inc. 0.16% No change 5,000 $1.0M
Beaumont Asset Management, L.L.C. 0.65% Add +1.5% 4,994 $1.0M
Alliance Wealth Management Group 0.29% No change 4,991 $1.0M
Harris Associates (Oakmark Funds) 0.00% Add +1.4% 4,989 $1.0M
Taylor Hoffman Wealth Management 0.41% Add +5.8% 4,903 $1.0M
Kennedy Investment Group, Inc. 0.51% Add +3.8% 4,967 $1.0M
Westhampton Capital, LLC 0.54% Add +0.0% 4,959 $1.0M
Investment Partners Asset Management, Inc. 0.89% Reduce -4.7% 4,956 $1.0M
Trust Co of the South 0.24% Add +0.1% 4,952 $1.0M
Benson Investment Management Company, Inc. 0.41% No change 4,950 $1.0M
USA Financial Formulas 0.16% Add +221.7% 4,941 $999K
Almanack Investment Partners, LLC. 0.17% Add +0.5% 4,940 $999K
Triton Financial Group Inc 0.70% Add +4.0% 4,937 $999K
Aurora Private Wealth, Inc. 0.87% Reduce -16.3% 4,927 $997K
Capstone Investment Advisors, LLC 0.04% Add +220.4% 4,928 $997K
Wayfinding Financial, LLC 0.56% Add +1.6% 4,922 $995K
Cahill Financial Advisors Inc. 0.14% Add +2.4% 4,919 $995K
SRN Advisors, LLC 0.83% Reduce -41.4% 4,916 $994K
Mainsail Financial Group, LLC 0.58% Add +4.9% 4,913 $994K
Doheny Asset Management 0.71% No change 4,905 $992K
Zega Financial, LLC 0.36% Add +22.7% 4,904 $992K
Alliance Wealth Advisors, LLC 0.62% Reduce -0.3% 4,899 $991K
Voisard Asset Management Group, Inc. 0.48% Add +0.1% 4,895 $990K
Walled Lake Planning & Wealth Management, LLC 0.40% Add +16.8% 4,885 $988K
Wealthspire Retirement, LLC 0.08% Reduce -1.1% 4,881 $987K
Baron Wealth Management LLC 0.51% Reduce -2.5% 4,871 $985K
Disciplined Equity Management, Inc. 0.65% No change 4,863 $984K
Diamant Asset Management, Inc. 0.66% No change 4,861 $983K
Capital Advisory Group Advisory Services, LLC 0.42% Add +50.7% 4,858 $983K
XTX Topco Ltd 0.08% New 4,851 $981K
SYM FINANCIAL Corp 0.16% Add +1.2% 4,848 $981K
Trek Financial, LLC 0.08% Add +13.0% 4,846 $980K
Horizon Wealth Management, LLC 0.23% Reduce -3.7% 4,840 $979K
Humankind Investments LLC 0.26% Add +27.4% 4,824 $976K
Apollon Financial, LLC 0.32% Add +4.6% 4,824 $976K
Round Rock Advisors LLC 0.24% Reduce -5.9% 4,822 $975K
Spinnaker Investment Group, LLC 0.27% Reduce -8.2% 4,821 $975K
Shelton Wealth Management, LLC 0.58% Reduce -13.5% 4,802 $971K
Florida Financial Advisors, LLC 0.58% Add +16.1% 4,800 $971K
Northwest Financial Advisors 0.99% Reduce -1.2% 4,794 $970K
Weinberger Asset Management, Inc 0.46% Add +0.9% 4,793 $969K
Cassia Capital Partners, LLC 0.64% Add +2.4% 4,788 $968K
Traveka Wealth, LLC 0.47% Add +0.1% 4,786 $968K
MRA Advisory Group 0.55% Add +0.6% 4,774 $966K
Cedrus LLC 0.48% Add +8.4% 4,765 $964K
Red Wave Investments LLC 0.36% No change 4,761 $963K
Abel Hall, LLC 0.68% Add +35.6% 4,758 $962K
Private Wealth Strategies, L.L.C. 0.19% Add +6.4% 4,731 $957K
Insight Advisors, LLC/ PA 0.17% Add +0.7% 4,719 $955K
Eagle Harbor Asset Management Inc. 1.02% Reduce -4.8% 4,713 $953K
Collective Family Office LLC 0.28% Add +26.3% 4,689 $948K
MinichMacGregor Wealth Management, LLC 0.23% Reduce -1.0% 4,688 $948K
Southeast Asset Advisors, LLC 0.11% Add +0.0% 4,679 $946K
Investment Advisory Group, LLC 0.37% Add +23.7% 4,677 $946K
Planning Center, Inc. 0.12% Add +0.2% 4,653 $941K
Merrion Investment Management Co, LLC 0.65% Add +2.2% 4,644 $939K
Towne Trust Company, N.A 0.36% Reduce -4.8% 4,640 $938K
Aspen Wealth Management LLC 0.32% Reduce -13.3% 4,640 $938K
Schorn Wealth LLC 0.34% Add +1.2% 4,636 $938K
Eldridge Investment Advisors, Inc. 0.24% Add +6.3% 4,628 $936K
Cutter & CO Brokerage, Inc. 0.23% Reduce -5.4% 4,623 $935K
Family Firm, Inc. 0.21% Add +0.3% 4,614 $933K
Roberts Financial Services LLC 0.19% Reduce -2.4% 4,601 $931K
Matisse Capital 0.46% No change 4,581 $927K
Jacobsen Capital Management 0.41% Add +12.4% 4,581 $926K
Shulman DeMeo Asset Management LLC 0.24% Add +2.4% 4,578 $926K
Sterneck Capital Management, LLC 0.52% No change 4,571 $925K
Fiducient Advisors LLC 0.13% Reduce -35.1% 4,570 $924K
Hillsdale Investment Management Inc. 0.07% Add +140.0% 4,560 $922K
PSI Advisors, LLC 0.29% Reduce -1.1% 4,556 $921K
Tevis Investment Management 0.74% Add +3.9% 4,550 $920K
Great Oak Capital Partners, LLC 0.35% Reduce -1.1% 4,468 $920K
CWS Financial Advisors, LLC 0.36% Reduce -0.4% 4,544 $919K
Luts & Greenleigh Group, Inc. 0.96% — 4,541 $918K
Wendell David Associates Inc. 0.09% Reduce -1.1% 4,522 $915K
WNY Asset Management, LLC 0.12% Add +17.2% 4,522 $915K
Ecofi Investissements SA 0.51% — 4,850 $913K
Patron Partners, LLC 0.54% Add +0.3% 4,506 $911K
Alan B Lancz & Associates, Inc. 0.90% — 4,506 $911K
Analyst IMS Investment Management Services Ltd. 0.04% Add +249.3% 4,502 $911K
Liberty Wealth Management LLC 0.17% Add +1069.2% 51,376 $907K
Brown Capital Management LLC 0.02% Reduce -3.6% 4,474 $905K
Activest Wealth Management 0.30% Add +11975.7% 4,468 $904K
Mogy Joel R Investment Counsel Inc. 0.06% Reduce -19.1% 4,466 $903K
Fca Corp. 0.29% Reduce -0.3% 4,460 $902K
Vigilare Wealth Management 0.40% Add +0.2% 4,458 $902K
Elgethun Capital Management 0.23% Add +0.0% 4,455 $901K
Meridian Management Co. 0.25% Add +1.0% 4,452 $901K
Twin Focus Capital Partners, LLC 0.14% No change 4,452 $900K
Kohmann Bosshard Financial Services, LLC 0.12% Add +1.4% 4,449 $900K
China Universal Asset Management Co., Ltd. 0.13% Reduce -24.8% 4,449 $900K
Requisite Capital Management, LLC 0.20% Add +113.6% 4,443 $899K
LWM Advisory Services, LLC 0.75% Reduce -17.7% 4,436 $897K
TFC Financial Management, Inc. 0.16% Reduce -9.1% 4,434 $897K
Ewa, LLC 0.37% Add +3.8% 4,259 $896K
Wealthstream Advisors, Inc. 0.33% Reduce -3.3% 4,420 $894K
First National Corp. /Ma/ 0.21% Add +1.4% 4,418 $893K
TPG Advisors LLC 0.76% — 4,417 $893K
Wagner Wealth Management, LLC 0.27% Reduce -1.1% 4,417 $893K
Aspire Private Capital, LLC 0.23% Add +2.0% 4,412 $892K
Retirement Income Solutions, Inc. 0.22% Reduce -2.7% 4,403 $891K
Heritage Investment Group, Inc. 0.12% Reduce -0.6% 4,400 $890K
Avalon Trust Co 0.07% Reduce -13.1% 4,388 $888K
Werba Rubin Papier Wealth Management 0.24% Reduce -14.6% 4,387 $887K
Meridian Wealth Partners, LLC 0.16% Add +5.8% 4,386 $887K
California First Leasing Corp. 0.40% No change 4,380 $886K
Darden Wealth Group Inc 0.54% Add +1.4% 4,380 $886K
Pine Haven Investment Counsel, Inc 0.76% No change 4,357 $881K
HBW Advisory Services LLC 0.15% Add +2.1% 4,355 $881K
Roberts Glore & Co. Inc. 0.26% Reduce -7.0% 4,341 $878K
BlueSky Wealth Advisors, LLC 0.15% New 4,336 $877K
Crown Wealth Group, LLC 0.44% Reduce -4.6% 4,327 $875K
Cardinal Strategic Wealth Guidance 0.32% Add +5.3% 4,324 $875K
Wedge Capital Management L L P 0.02% Reduce -8.5% 4,323 $874K
Hillcrest Wealth Advisors - NY, LLC 0.47% No change 4,310 $872K
Rational Advisors, Inc. 0.09% Add +186.8% 4,307 $871K
Borer Denton & Associates, Inc. 0.32% No change 4,304 $871K
Affinity Capital Advisors, LLC 0.18% Reduce -0.2% 4,300 $870K
Center For Asset Management LLC 0.57% New 4,297 $869K
Hassell Wealth Management, LLC 0.39% No change 4,012 $863K
Spotlight Asset Group, Inc. 0.60% Add +7.3% 4,268 $863K
GPS Wealth Strategies Group, LLC 0.13% Add +2.2% 4,266 $863K
Retirement Planning Co of New England, Inc. 0.47% Reduce -3.7% 4,263 $862K
Watershed Private Wealth LLC 0.37% Add +0.2% 4,257 $861K
New Vernon Investment Management LLC 1.12% No change 4,253 $860K
Maia Wealth LLC 0.26% — 4,088 $859K
Bank of Marin 0.74% Reduce -3.9% 4,242 $858K
Harvest Investment Services, LLC 0.34% Reduce -7.8% 4,241 $858K
Cavalier Investments, LLC 0.26% Add +3.0% 4,230 $856K
R.H. Dinel Investment Counsel, Inc. 0.55% No change 4,217 $853K
Ssi Investment Management LLC 0.34% Reduce -0.1% 4,212 $852K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.09% Reduce -32.5% 4,206 $851K
Arkos Global Advisors 0.14% Reduce -7.2% 4,209 $851K
S. R. Schill & Associates 0.37% Add +0.2% 4,204 $850K
Davidson Investment Advisors 0.04% Reduce -6.3% 4,203 $850K
Quantum Portfolio Management LLC 0.49% Add +22.2% 4,200 $849K
Walden Wealth Partners LLC 0.47% No change 4,193 $848K
Curated Wealth Partners LLC 0.12% — 4,184 $846K
Robinson Smith Wealth Advisors LLC 0.74% Add +31.7% 4,182 $846K
Goldstein Advisors, LLC 0.14% Add +4.1% 4,181 $846K
CJM Wealth Advisers, Ltd. 0.31% Reduce -8.8% 4,112 $845K
Ellevest, Inc. 0.05% Reduce -15.7% 4,160 $841K
GGM Financial LLC 0.77% — 4,160 $841K
S.A. Mason LLC 0.48% Add +6.3% 4,155 $840K
CMG Global Holdings, LLC 0.55% Reduce -0.5% 4,138 $837K
Summa Corp. 0.41% Reduce -1.6% 4,132 $836K
Armstrong Advisory Group, Inc. 0.07% Add +14.5% 4,121 $834K
AXS Investments LLC 0.23% Reduce -18.4% 4,110 $831K
Garden State Investment Advisory Services LLC 0.29% Add +4.9% 4,093 $830K
Gibbs Wealth Management 0.34% Add +24.7% 4,101 $829K
BIT Capital GmbH 0.08% Reduce -89.0% 4,101 $829K
Warren Street Wealth Advisors, LLC 0.41% Add +0.7% 4,097 $829K
Kaydan Wealth Management, Inc. 0.29% Add +2.2% 4,081 $825K
Clearview Wealth Advisors LLC 0.72% Reduce -4.2% 4,077 $825K
Wimmer Associates 1, LLC 0.42% Reduce -1.9% 4,074 $824K
Quantum Private Wealth, LLC 0.29% Add +9.1% 4,069 $823K
Horizon Kinetics Asset Management LLC 0.01% Reduce -8.8% 4,067 $823K
Investmark Advisory Group LLC 0.44% Reduce -0.5% 4,061 $821K
Castleview Partners, LLC 0.47% Reduce -6.6% 4,052 $820K
Black Swift Group, LLC 0.19% Reduce -74.1% 4,050 $819K
Taylor Financial Group, Inc. 0.63% No change 4,041 $817K
Whalen Wealth Management Inc. 0.64% Reduce -0.3% 4,021 $813K
Uptick Partners, LLC 0.62% No change 4,052 $812K
Security National Bank of So Dak 0.49% No change 4,011 $811K
Harbor Group, Inc. 0.21% Reduce -0.0% 3,987 $807K
Lwmg, LLC 0.17% Reduce -0.3% 3,985 $806K
American Capital Advisory, LLC 0.57% Add +16.4% 4,731 $805K
Sterling Group Wealth Management, LLC 0.46% — 3,978 $805K
Vantage Financial Partners, LLC 0.21% Reduce -0.8% 3,955 $800K
Waterway Wealth Management, LLC 0.39% Add +25.8% 3,955 $800K
Ironwood Investment Management LLC 0.43% Reduce -59.5% 3,954 $800K
Thomas Story & Son LLC 0.34% No change 3,940 $797K
McAdam, LLC 0.05% Add +13.1% 3,939 $797K
Tyler-Stone Wealth Management 0.33% Reduce -4.2% 3,938 $796K
IVC Wealth Advisors LLC 0.45% Reduce -0.4% 3,935 $796K
Arthur M. Cohen & Associates, LLC 0.15% Reduce -2.5% 3,931 $795K
Legacy Financial Strategies, LLC 0.19% Add +16.0% 3,801 $793K
Auto-Owners Insurance Co 0.02% No change 3,915 $792K
GenWealth Group, Inc. 0.19% Reduce -0.3% 3,912 $791K
Essex Investment Management Co. LLC 0.15% No change 3,912 $791K
Old North State Trust, LLC 0.68% No change 3,900 $789K
Tsfg, LLC 0.18% Add +2.0% 3,899 $789K
Mach-1 Financial Group, LLC 0.55% Add +5.3% 3,884 $787K
Carrera Capital Advisors 0.26% — 3,891 $787K
Cape Investment Advisory, Inc. 0.35% Reduce -10.6% 3,866 $782K
Dark Forest Capital Management LP 0.14% New 3,854 $780K
Seeds Investor LLC 0.40% Add +12.3% 3,849 $779K
Semus Wealth Partners LLC 0.60% Add +1.7% 3,843 $777K
Howard Wealth Management, LLC 0.61% Reduce -1.5% 3,837 $776K
Total Investment Management Inc. 0.10% Reduce -0.2% 3,831 $775K
Ruggaard & Associates LLC 0.36% No change 3,819 $772K
LCM Capital Management Inc 0.48% No change 3,811 $771K
Oberweis Asset Management Inc./ 0.05% Add +0.1% 3,807 $770K
GenTrust, LLC 0.04% Add +31.6% 3,798 $768K
Impact Partnership Wealth, LLC 0.20% Add +898.2% 3,793 $767K
WealthTrust Asset Management, LLC 0.56% Add +0.2% 3,783 $765K
Tillman Hartley LLC 0.26% No change 3,779 $764K
Lifeworks Advisors, LLC 0.21% Reduce -22.6% 3,776 $764K
Prostatis Group LLC 0.27% Add +25.9% 3,763 $761K
Maltin Wealth Management, Inc. 0.41% Add +0.1% 3,752 $759K
Legacies Wealth LLC 0.66% Add +2.0% 3,749 $758K
NFSG Corp 0.28% Reduce -6.7% 3,749 $758K
M3 Advisory Group, LLC 0.62% Add +4.3% 3,744 $757K
Gries Financial LLC 0.16% Reduce -51.2% 3,742 $757K
Fiera Capital Corp 0.00% Add +1.7% 3,738 $756K
Hourglass Capital, LLC 0.22% Add +0.7% 3,735 $755K
Garde Capital, Inc. 0.05% Reduce -6.8% 3,729 $754K
Santori & Peters, Inc. 0.32% Reduce -1.8% 3,727 $754K
Portland Global Advisors LLC 0.10% No change 3,725 $753K
Arkfeld Wealth Strategies, L.L.C. 0.38% Add +0.5% 3,669 $753K
Single Point Partners, LLC 1.29% Add +1.0% 3,715 $751K
NCP Inc. 0.47% Reduce -21.1% 3,712 $751K
Cottonwood Capital Advisors, LLC 0.59% Reduce -12.1% 3,614 $750K
Bridgewealth Advisory Group, LLC 0.33% Add +0.3% 3,702 $749K
Diversified Portfolios, Inc. 0.10% No change 3,699 $748K
TradeLink Capital LLC 2.16% New 3,700 $748K
Tanager Wealth Management LLP 0.11% Reduce -56.6% 3,697 $748K
Reston Wealth Management LLC 0.30% Reduce -21.0% 3,696 $747K
Rede Wealth, LLC 0.69% Reduce -0.1% 3,692 $747K
Northwest Investment Counselors, LLC 0.19% Add +11.3% 3,686 $746K
Meridian Financial Advisors, LLC 0.54% Reduce -0.7% 3,685 $745K
Paragon Capital Management Ltd 0.14% Reduce -0.1% 3,682 $745K
Wellspring Financial Advisors, LLC 0.08% Add +12.3% 3,675 $743K
Salomon & Ludwin, LLC 0.08% Reduce -40.8% 3,656 $739K
Williamson Legacy Group, LLC 0.55% Add +18.9% 3,655 $739K
1776 Wealth LLC 0.33% Add +4.8% 3,649 $738K
1858 Wealth Management, LLC 0.61% Add +35.5% 3,645 $737K
Ariadne Wealth Management, LP 0.58% — 3,639 $736K
Mosley Wealth Management 0.62% Reduce -10.9% 3,628 $734K
Nottingham Advisors, Inc. 0.09% Reduce -4.5% 3,628 $734K
Burkett Financial Services, LLC 0.38% Reduce -0.2% 3,625 $733K
RBA Wealth Management, LLC 0.29% Reduce -1.3% 3,614 $731K
Strategic Family Wealth Counselors, L.L.C. 0.28% Add +1.3% 3,603 $729K
Mayfair Advisory Group, LLC 0.49% Add +12.1% 3,547 $727K
Holland Advisory Services, Inc. 0.90% Add +0.1% 3,592 $726K
Arkansas Financial Group, Inc. 0.13% Reduce -3.5% 3,591 $726K
Ibex Wealth Advisors 0.11% New 3,582 $724K
Weaver Consulting Group 0.25% Add +19.5% 3,580 $724K
Willis Johnson & Associates, Inc. 0.06% Add +21.7% 3,578 $724K
Joule Financial, LLC 0.29% Reduce -58.0% 3,576 $723K
Magnolia Capital Management Ltd. 0.61% Add +7.5% 3,575 $723K
Vawter Financial, Ltd. 0.49% Add +30.5% 3,550 $718K
Up Strategic Wealth Investment Advisors LLC 1.09% Add +5.2% 3,545 $717K
Silverlake Wealth Management LLC 0.29% Reduce -4.5% 3,538 $716K
Stonekeep Investments, LLC 0.58% — 3,536 $715K
Northstar Group, Inc. 0.14% Reduce -6.6% 3,534 $715K
Bright Futures Wealth Management, LLC. 0.39% Add +0.6% 3,586 $714K
Fuller & Thaler Asset Management, Inc. 0.00% No change 3,529 $714K
Operose Advisors LLC 0.25% Reduce -12.1% 3,523 $713K
Keating Investment Counselors Inc. 0.23% Add +19.7% 3,500 $708K
WJ Interests, LLC 0.35% New 3,498 $708K
Wallington Asset Management, LLC 0.11% Reduce -0.3% 3,494 $707K
Braun-Bostich & Associates Inc. 0.52% Add +9.9% 3,482 $704K
Cascade Investment Advisors, Inc. 0.47% Reduce -0.4% 3,478 $704K
AMJ Financial Wealth Management 0.22% Add +20.2% 3,477 $703K
Nebula Research & Development LLC 0.11% New 3,475 $703K
Advance Capital Management, Inc. 0.03% Add +1.4% 3,475 $703K
Bank & Trust Co 0.60% — 3,472 $702K
Sierra Capital LLC 0.09% Reduce -24.5% 3,471 $702K
Kirtland Hills Capital Management, LLC 0.58% Add +13.5% 4,786 $700K
Capital Management Associates, Inc 0.42% Reduce -5.4% 3,458 $699K
Per Stirling Capital Management, LLC. 0.11% Reduce -14.0% 3,456 $699K
Ascension Asset Management LLC 0.37% Reduce -8.7% 3,450 $698K
Grey Fox Wealth Advisors, LLC 0.25% Reduce -3.7% 3,448 $697K
Dogwood Wealth Management LLC 0.43% Add +31.6% 3,444 $697K
LongView Wealth Management 0.26% Reduce -3.1% 3,443 $696K
HTG Investment Advisors, Inc. 0.37% Add +1.0% 3,437 $695K
Safeguard Financial, LLC 0.19% Add +149.0% 3,419 $692K
Invenio Wealth Partners LLC 0.34% Reduce -5.0% 3,419 $692K
FDx Advisors, Inc. 0.19% Reduce -72.3% 3,416 $691K
Carmel Capital Partners, LLC 0.29% Add +2.5% 3,416 $691K
Henrickson Nauta Wealth Advisors, Inc. 0.29% No change 3,391 $686K
Prosperity Wealth Management, Inc. 0.34% Reduce -0.2% 3,380 $684K
Glass Wealth Management Co LLC 0.40% No change 3,379 $683K
Atticus Wealth Management, LLC 0.22% Add +7.7% 3,379 $683K
49 Wealth Management, LLC 0.13% Add +58.8% 3,326 $683K
OneAscent Wealth Management LLC 0.36% Reduce -3.9% 3,375 $683K
Laraway Financial Advisors Inc 0.58% No change 3,373 $682K
Basepoint Wealth LLC 0.54% Reduce -1.9% 3,373 $682K
Obsidian Cio, LLC 0.16% Reduce -0.3% 3,363 $680K
Koss-Olinger Consulting, LLC 0.06% New 3,363 $680K
Vanguard Capital Wealth Advisors 0.46% Add +0.2% 3,358 $679K
Vista Capital Partners, Inc. 0.08% Add +9.2% 3,334 $674K
Levy Wealth Management Group, LLC 0.17% Add +6.2% 3,326 $673K
Guardian Asset Advisors, LLC 0.49% Add +30.9% 3,317 $672K
Tudor Investment Corporation 0.01% New 3,317 $671K
Altus Wealth Management, LLC 0.32% Add +0.9% 3,313 $670K
Concorde Asset Management, LLC 0.41% Reduce -15.9% 3,303 $668K
Pacific Center for Financial Services 0.19% Add +0.1% 3,300 $668K
Hamilton Wealth, LLC 0.18% No change 3,299 $667K
BIP Wealth, LLC 0.05% Reduce -18.9% 3,297 $667K
Pasadena Private Wealth, LLC 0.15% Reduce -2.2% 3,288 $665K
Creekside Partners 0.37% — 3,286 $665K
Lockerman Financial Group, Inc. 1.21% Reduce -0.2% 3,285 $664K
Mayport, LLC 0.24% Add +22.4% 3,284 $664K
Elevation Wealth Partners, LLC 0.31% Add +0.0% 3,279 $663K
Ehrlich Financial Group 0.52% Reduce -0.4% 3,275 $662K
Ariston Services Group 0.63% Reduce -0.8% 3,250 $657K
Acorn Creek Capital LLC 0.39% Add +2.9% 3,250 $657K
Opus Capital Group, LLC 0.09% Add +31.1% 3,246 $656K
Sweet Financial Partners, LLC 0.15% Reduce -4.0% 3,241 $656K
Davies Financial Advisors, Inc. 0.61% Add +13.3% 3,240 $655K
Consilio Wealth Advisors, LLC 0.29% Add +3.1% 3,243 $655K
Cooper/Haims Advisors, LLC 0.37% Add +10.9% 3,239 $655K
Abound Wealth Management 0.24% Add +123.5% 3,236 $654K
Laidlaw Wealth Management LLC 0.36% Reduce -18.2% 3,229 $653K
Deltec Asset Management LLC 0.12% No change 3,225 $652K
Unionview, LLC 0.53% Reduce -1.5% 3,221 $651K
GSG Advisors LLC 0.23% Reduce -8.4% 3,168 $651K
Wolff Financial Management LLC 0.48% No change 3,209 $649K
Outlook Wealth Advisors, LLC 0.20% Add +172.3% 3,208 $649K
Bantamac Capital, LLC 0.39% Reduce -1.2% 3,200 $647K
Whelan Financial 0.29% Add +3.1% 3,199 $647K
Mattern Capital Management, LLC 0.09% Add +20.9% 3,195 $646K
Cable Hill Partners, LLC 0.07% New 3,195 $646K
Insight 2811, Inc. 0.33% No change 3,186 $644K
J.Safra Asset Management Corp 0.06% Add +23.6% 3,181 $643K
Iron Gate Global Advisors LLC 0.11% No change 3,174 $642K
Lakewood Asset Management LLC 0.45% Add +0.0% 3,172 $642K
Cherry Tree Wealth Management, LLC 0.16% Add +1.0% 3,169 $641K
Rise Advisors, LLC 0.34% Reduce -0.8% 3,168 $641K
Perritt Capital Management Inc 0.35% Reduce -28.4% 3,164 $640K
Fiduciary Financial Group, LLC 0.15% — 2,990 $639K
First Community Trust NA 0.55% No change 3,151 $637K
Integrity Financial Corp 0.40% Add +1.6% 3,148 $637K
Bruce G. Allen Investments, LLC 0.54% Reduce -12.8% 3,148 $637K
Van Eck Associates Corp. 0.00% New 3,201 $636K
Cassady Schiller Wealth Management, LLC 0.26% Reduce -11.3% 3,142 $636K
Shikiar Asset Management Inc. 0.19% Add +5.0% 3,141 $635K
Allen Wealth Management, LLC 0.56% Add +7.0% 3,136 $634K
Gemmer Asset Management LLC 0.07% Add +1.6% 3,135 $634K
Emerald Advisors, LLC 0.10% Reduce -13.3% 3,133 $634K
Dakota Community Bank & Trust NA 3.41% Reduce -0.8% 3,130 $633K
Ackerman Capital Advisors, LLC 0.17% No change 3,127 $632K
Wealthgarden F.S. LLC 0.67% — 3,122 $631K
Arbor Wealth Advisors LLC 0.62% No change 3,113 $630K
Fulcrum Equity Management 0.56% Add +3.9% 3,112 $629K
Flagstone Financial Management 0.23% No change 3,105 $628K
J. L. Bainbridge & Co., Inc. 0.06% Reduce -3.0% 3,102 $627K
SP Asset Management LLC 0.06% Add +28.1% 3,096 $626K
WestHill Financial Advisors, Inc. 0.15% Add +0.8% 3,096 $626K
Inspirion Wealth Advisors, LLC 0.10% No change 3,089 $625K
D.B. Root & Company, LLC 0.21% Add +10.2% 3,083 $624K
Dock Street Asset Management Inc. 0.09% Add +16.8% 3,082 $623K
Waypoint Wealth Partners Inc. 0.18% New 3,071 $621K
Rovin Capital /Ut/ 0.26% No change 3,070 $621K
Motive Wealth Advisors 0.37% Reduce -0.4% 3,069 $621K
North Point Portfolio Managers Corp. 0.11% Add +4.5% 3,069 $621K
WINTON GROUP Ltd 0.04% Reduce -83.2% 3,069 $621K
Future Financial Wealth Managment LLC 0.55% Reduce -33.7% 3,067 $620K
Compass Ion Advisors, LLC 0.09% No change 3,085 $618K
Silver Lake Advisory, LLC 0.15% Add +0.5% 3,054 $618K
New Insight Wealth Advisors 0.36% Reduce -8.9% 3,054 $618K
Cypress Capital Management LLC (WY) 0.66% No change 3,050 $617K
Warwick Investment Management, Inc. 0.14% Add +8.5% 3,048 $616K
State of Wyoming 0.10% Reduce -7.3% 3,046 $616K
Keene & Associates, Inc. 0.50% Reduce -3.3% 3,041 $615K
Visionary Horizons, LLC 0.45% Reduce -2.5% 3,028 $613K
Cook Wealth, LLC 0.33% Reduce -11.0% 2,934 $612K
Cohen & Steers, Inc. 0.00% Reduce -1.9% 3,019 $611K
New Jersey Better Educational Savings Trust 1.22% Reduce -53.3% 3,017 $610K
Clarity Capital Partners LLC 0.37% Add +7.0% 3,014 $610K
Heck Capital Advisors, LLC 0.08% Reduce -0.4% 3,010 $609K
Smith Anglin Financial, LLC 0.06% Reduce -2.0% 3,009 $609K
First Affirmative Financial Network 0.42% Add +11.4% 3,000 $607K
Tucker Asset Management LLC 0.13% Reduce -1.9% 2,987 $604K
SilverOak Wealth Management LLC 0.15% Add +26.2% 2,987 $604K
Alpha Financial Partners LLC 0.52% Add +9.4% 2,986 $604K
VCI Wealth Management LLC 0.30% Reduce -6.9% 2,984 $604K
Benchmark Financial Wealth Advisors, LLC 0.22% Add +12.7% 2,981 $603K
Opal Wealth Advisors, LLC 0.19% Reduce -28.9% 2,981 $603K
Pullen Investment Management, LLC 0.50% Add +6.7% 2,980 $603K
Charter Research & Investment Group, Inc. 0.47% No change 2,976 $602K
Hoxton Planning & Management, LLC 0.28% Reduce -0.4% 2,970 $601K
Coordinated Financial Services, Inc. 0.52% Reduce -11.0% 2,970 $601K
Pin Oak Investment Advisors Inc. 0.57% Reduce -2.7% 2,967 $600K
Infrastructure Capital Advisors, LLC 0.09% Reduce -70.3% 2,965 $600K
Lane & Associates LLC 0.35% Add +6.6% 2,958 $598K
Fourpath Capital Management, LLC 0.44% Reduce -2.0% 2,956 $598K
Strid Group, LLC 0.10% Add +4.6% 2,951 $597K
Parkside Investments, LLC 0.09% Add +6.1% 2,944 $596K
Blue Bell Private Wealth Management, LLC 0.12% Reduce -1.1% 2,944 $595K
My Personal CFO, LLC 0.32% Reduce -2.5% 2,941 $595K
Smith Thornton Advisors LLC 0.44% — 2,936 $594K
McDonough Capital Management, Inc 0.43% Add +33.1% 2,933 $593K
Tiller Private Wealth, Inc. 0.26% Add +0.0% 2,933 $593K
Planning Capital Management Corp 0.42% No change 2,932 $593K
Market Street Wealth Management Advisors LLC 0.10% Reduce -6.5% 2,929 $592K
Successful Portfolios LLC 0.41% Reduce -11.9% 2,927 $592K
Selective Wealth Management, Inc. 0.26% Reduce -1.1% 2,849 $592K
Avenir Corp. 0.06% No change 2,924 $591K
Arbor Investment Advisors, LLC 0.09% Add +28.0% 2,920 $591K
Wealth Advisors of Iowa, LLC 0.33% Reduce -1.3% 2,897 $586K
Financial Freedom, LLC 0.33% Add +5.2% 2,897 $586K
DHK Financial Advisors, Inc. 0.41% New 2,890 $585K
Intergy Private Wealth, LLC 0.24% Add +5.0% 2,884 $583K
Shapiro Capital Management LLC 0.02% No change 2,880 $583K
Cahaba Wealth Management, Inc. 0.05% Reduce -11.3% 2,870 $580K
Alterna Wealth Management, Inc. 0.51% Reduce -14.6% 2,863 $579K
Waller Financial Planning Group, Inc. 0.15% Add +60.2% 2,850 $577K
MADDEN SECURITIES Corp 0.26% No change 2,849 $576K
Paladin Advisory Group, LLC 0.45% No change 2,802 $576K
Balentine LLC 0.03% Reduce -77.2% 2,841 $575K
Islay Capital Management, LLC 0.42% Reduce -5.4% 2,840 $574K
EdgeRock Capital LLC 0.44% Add +21.4% 2,837 $574K
Murphy, Middleton, Hinkle & Parker, Inc. 0.33% No change 2,837 $574K
Paragon Private Wealth Management, LLC 0.32% Add +19.7% 2,836 $574K
Better Money Decisions, LLC 0.43% Reduce -7.0% 2,833 $573K
MKT Advisors LLC 0.28% Add +7.0% 2,758 $573K
Janiczek Wealth Management, LLC 0.12% Add +4.7% 2,830 $572K
Horizon Bancorp Inc. 0.27% Add +19.7% 2,818 $570K
Firethorn Wealth Partners, LLC 0.32% Reduce -0.9% 2,813 $569K
Silver Coast Investments LLC 0.23% Add +8.7% 2,807 $568K
Harrington Investments, INC 0.32% Reduce -0.4% 2,802 $567K
Cascade Financial Partners, LLC 0.07% No change 2,801 $566K
Pension & Wealth Management Advisors, Inc. 0.33% Add +0.1% 2,798 $566K
Westwood Wealth Management 0.22% No change 2,787 $564K
Index Fund Advisors, Inc. 0.03% Add +12.4% 2,783 $563K
Bluespring Wealth Management, LLC 0.06% Add +10.1% 2,774 $561K
Godsey & Gibb, Inc. 0.06% Reduce -0.8% 2,770 $560K
Moody Aldrich Partners LLC 0.11% Add +0.2% 2,769 $560K
Walkner Condon Financial Advisors LLC 0.12% Reduce -73.0% 2,771 $560K
Claret Asset Management Corp 0.10% Add +0.4% 2,755 $557K
Apeiron RIA LLC 0.17% Add +0.2% 2,740 $554K
Reik & Co., LLC 0.14% No change 2,732 $553K
Ameraudi Asset Management, Inc. 0.25% Add +50.2% 2,728 $552K
Peninsula Wealth, LLC 0.10% Add +1.0% 2,679 $549K
Horst & Graben Wealth Management LLC 0.10% Add +1.5% 2,713 $549K
FSA Advisors, Inc. 0.57% Reduce -16.7% 2,705 $546K
Garrett Wealth Advisory Group, LLC 0.20% Add +78.7% 2,694 $545K
Advanced Portfolio Management, LLC 0.36% No change 2,688 $544K
TCWP LLC 1.33% Reduce -0.8% 2,686 $543K
Merriman Wealth Management, LLC 0.02% Add +0.5% 2,683 $543K
Whitaker-Myers Wealth Managers, LTD. 0.20% Add +22.2% 2,679 $542K
Centered Wealth LLC dba Miller Equity Capital Advisors 0.23% No change 2,677 $541K
MBE Wealth Management, LLC 0.33% Add +44.1% 2,664 $539K
Independent Family Office, LLC 0.31% Reduce -24.0% 2,600 $537K
Veery Capital, LLC 0.22% Add +0.6% 2,653 $537K
Detalus Advisors, LLC 0.18% Add +48.9% 2,653 $537K
Bridgefront Capital, LLC 0.22% New 2,650 $536K
Cherrydale Wealth Management, LLC 0.23% Add +11.7% 2,647 $535K
Summitry LLC 0.03% Reduce -15.7% 2,644 $535K
Marotta Asset Management 0.11% Add +29.8% 2,602 $535K
Brown Wealth Management, LLC 0.22% Add +0.5% 2,642 $534K
Sachem Hill LLC 0.11% Reduce -3.5% 2,636 $533K
Harbert Fund Advisors, LLC 0.43% Add +1.9% 2,625 $531K
SJS Investment Consulting Inc. 0.10% No change 2,615 $529K
Greenland Capital Management LP 0.11% New 2,612 $528K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.11% Reduce -1.4% 2,612 $528K
Vienna Asset Management LLC 0.44% New 2,611 $528K
Isthmus Partners, LLC 0.06% Reduce -3.7% 2,607 $527K
SFG Wealth Management, LLC. 0.30% Add +0.1% 2,604 $527K
Vance Wealth, LLC 0.22% No change 2,603 $526K
U S Global Investors Inc. 0.05% Reduce -61.8% 2,600 $526K
Obsidian Personal Planning Solutions LLC 0.32% Add +1.3% 2,585 $523K
Piedmont Capital Management, LLC 0.35% No change 2,622 $521K
HC Advisors, LLC 0.48% Reduce -15.6% 2,574 $521K
ICW Investment Advisors LLC 0.24% Add +0.0% 2,573 $520K
Melfa Wealth Management, Inc. 0.36% Add +4.2% 2,571 $520K
Abacus Wealth Partners, LLC 0.09% Reduce -10.9% 2,569 $520K
CM Wealth Advisors LLC 0.25% Reduce -67.3% 2,567 $519K
Sloy Dahl & Holst, LLC 0.11% No change 2,564 $519K
Wescott Financial Advisory Group, LLC 0.06% Add +3.8% 2,554 $517K
Pine Harbor Wealth Management, LLC 0.30% Add +8.7% 2,546 $515K
Wedgewood Investors Inc. 0.61% — 2,543 $514K
Maiden Cove Capital, LLC 1.11% — 2,581 $513K
TAGStone Capital, Inc. 0.29% Add +2.7% 2,535 $513K
Israel Discount Bank of New York 0.82% Reduce -49.2% 2,536 $513K
Bond & Devick Financial Network, Inc. 0.27% Reduce -7.3% 2,535 $513K
WMG Financial Advisors, LLC 0.27% Add +3.3% 2,531 $512K
Montis Financial, LLC 0.23% Reduce -0.0% 2,529 $512K
Cowa, LLC 0.27% No change 2,529 $512K
America First Investment Advisors, LLC 0.13% No change 2,529 $512K
Jackson, Grant Investment Advisers, Inc. 0.21% Reduce -14.1% 2,523 $510K
Contravisory Investment Management, Inc. 0.11% Reduce -3.0% 2,522 $510K
Corundum Trust Company, INC 1.48% — 2,512 $508K
Intelligence Driven Advisers, LLC 0.07% Add +16.8% 2,508 $507K
NovaPoint Capital, LLC 0.17% Reduce -13.3% 2,506 $507K
Heritage Financial Services, LLC 0.07% Reduce -4.2% 2,505 $507K
Presidio Capital Management, LLC 0.35% Add +20.2% 2,499 $505K
Lynx Investment Advisory 0.37% — 2,496 $505K
Navis Wealth Advisors, LLC 0.58% Add +6.4% 2,492 $504K
Arnhold LLC 0.05% No change 2,492 $504K
Garrison Asset Management, LLC 0.27% Reduce -0.7% 2,492 $504K
Financial Security Advisor, Inc. 0.17% Add +0.4% 2,484 $502K
Schaper Benz & Wise Investment Counsel Inc. 0.04% Add +11.3% 2,480 $502K
Facet Wealth, Inc. 0.02% Add +11.7% 2,329 $501K
Jackson Creek Investment Advisors LLC 0.18% Reduce -54.0% 2,470 $500K
Walker Asset Management, LLC 0.33% Reduce -0.7% 2,458 $497K
PDT Partners, LLC 0.05% New 2,457 $497K
Financial Enhancement Group LLC 0.08% Reduce -3.2% 2,387 $496K
Covey Capital Advisors, LLC 0.57% No change 2,450 $496K
Francis Financial, Inc. 0.15% Add +19.6% 2,443 $494K
Marshall Financial Group, LLC 0.14% Add +4.0% 2,442 $494K
Murphy Pohlad Asset Management LLC 0.21% No change 2,440 $494K
Gentry Private Wealth, LLC 0.43% — 2,439 $493K
Hamilton Capital, LLC 0.04% Reduce -44.5% 2,439 $493K
Kraematon Investment Advisors, Inc. 0.50% Add +0.5% 2,436 $493K
Maripau Wealth Management LLC 0.34% Add +62.3% 2,431 $492K
Clearwater Capital Advisors, LLC 0.05% Add +86.5% 2,425 $491K
Hibernia Wealth Partners, LLC 0.17% Reduce -33.1% 2,421 $490K
Sequent Asset Management, LLC 0.25% Add +0.3% 2,412 $488K
Private Ocean, LLC 0.04% Add +69.4% 2,411 $488K
CGC Financial Services, LLC 0.21% Add +9.1% 2,410 $487K
Williams & Novak, LLC 0.45% New 2,409 $487K
Bernardo Wealth Planning LLC 0.13% Reduce -7.7% 2,404 $486K
Integris Wealth Management, LLC 0.14% Reduce -5.1% 2,402 $486K
Goepper Burkhardt LLC 0.22% Reduce -0.1% 2,401 $486K
Brightwater Advisory LLC 0.37% Reduce -14.8% 2,399 $485K
AIMZ Investment Advisors, LLC 0.17% Reduce -7.7% 2,389 $483K
Pitti Group Wealth Management, LLC 0.53% Add +2.2% 2,837 $483K
Beacon Capital Management, LLC 0.09% Reduce -6.2% 2,380 $481K
WCM Investment Management, LLC 0.00% Add +69.2% 2,416 $481K
Rezny Wealth Management, Inc. 0.13% New 2,376 $481K
Penn Davis McFarland Inc. 0.07% No change 2,373 $480K
Tamar Securities, LLC 0.08% Reduce -10.8% 2,372 $480K
Global Strategic Investment Solutions, LLC 0.06% Reduce -14.3% 2,371 $480K
Wealthgate Family Office, LLC 1.17% No change 2,360 $477K
LaSalle St. Investment Advisors, LLC 0.24% Add +13.0% 2,360 $477K
Headlands Technologies LLC 0.05% Add +151.0% 2,357 $477K
ICONIQ Capital, LLC 0.01% New 2,357 $477K
Tandem Investment Advisors, Inc. 0.02% Reduce -2.2% 2,345 $474K
Planned Solutions, Inc. 0.23% No change 2,343 $474K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.18% Reduce -1.1% 2,342 $474K
Wilson & Boucher Capital Management, LLC 0.36% No change 2,341 $473K
Clayton Financial Group LLC 0.20% No change 2,355 $472K
Tacita Capital Inc 0.33% No change 2,332 $472K
Westshore Wealth, LLC 0.20% Reduce -0.5% 2,324 $470K
Brand Asset Management Group, Inc. 0.20% Add +115.1% 2,323 $470K
S&T Bank 0.12% Reduce -5.9% 2,320 $469K
Trust Co. of Oklahoma 0.16% Reduce -1.9% 2,318 $469K
Ontario Teachers Pension Plan Board 0.00% Reduce -44.0% 2,314 $468K
Lathrop Investment Management Co. 0.09% Reduce -2.1% 2,313 $468K
CapWealth Advisors, LLC 0.06% Add +2.2% 2,302 $466K
Black Point Wealth Management 0.48% — 2,288 $463K
Old North State Wealth Management, LLC 0.30% Add +11.5% 2,281 $462K
Truvestments Capital LLC 0.18% Add +2.6% 2,283 $462K
Vertex Planning Partners, LLC 0.12% Add +11.9% 2,279 $461K
Security National Bank of Sioux City Iowa 0.33% No change 2,273 $460K
C M Bidwell & Associates Ltd. 0.31% Reduce -0.0% 2,272 $460K
Kinloch Capital, LLC 0.24% Add +13.8% 2,268 $459K
RPS Advisory Solutions LLC 0.42% — 2,266 $458K
Greenfield Seitz Capital Management, LLC 0.17% Reduce -6.2% 2,261 $457K
Intrinsic Value Partners, LLC 0.48% No change 2,257 $457K
Clay Northam Wealth Management, LLC 0.35% No change 2,257 $457K
Waterford Advisors, LLC 0.19% Add +4.6% 2,257 $457K
Kraft, Davis & Associates, LLC 0.14% New 2,148 $456K
Marshall Financial Group Inc. 0.15% Add +0.6% 2,248 $455K
Willow Creek Wealth Management Inc. 0.05% Add +0.1% 2,244 $454K
Safeguard Investment Advisory Group, LLC 0.14% Reduce -17.5% 2,238 $453K
Granite FO LLC 0.29% No change 2,238 $453K
Alliance Wealth Advisors, LLC 0.13% Reduce -2.8% 2,233 $452K
Pennsylvania Capital Management Inc. 0.17% Reduce -0.0% 2,231 $451K
Optivise Advisory Services LLC 0.24% — 2,227 $450K
Albert D Mason Inc. 0.30% Reduce -1.3% 2,226 $450K
Gimbal Financial 0.33% Add +21.5% 2,168 $450K
Prospect Financial Services LLC 0.35% Add +0.1% 2,223 $450K
Echo Wealth Management, LLC 0.34% New 2,222 $449K
McGowan Group Asset Management, Inc. 0.06% Reduce -3.6% 2,220 $449K
Summit Wealth Group, LLC 0.13% Add +1.1% 2,214 $448K
Sensible Money, LLC 0.22% No change 2,210 $447K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.17% No change 2,210 $447K
Richwood Investment Advisors, LLC 0.39% Add +1.9% 2,208 $447K
Kiely Wealth Advisory Group, Inc. 0.25% Add +5.6% 2,179 $445K
Knuff & Co LLC 0.14% No change 2,202 $445K
Cultivar Capital, Inc. 0.37% No change 2,200 $445K
Riversedge Advisors, LLC 0.11% Add +7.0% 2,196 $444K
Garner Asset Management Corp 0.16% Add +0.1% 2,194 $444K
Beacon Bridge Wealth Partners, LLC 0.20% Reduce -3.3% 2,191 $443K
Builder Investment Group Inc. 0.12% Add +0.1% 2,191 $443K
Encompass More Asset Management 0.32% Add +4.0% 2,190 $443K
Forum Private Client Group LLC 0.21% Reduce -49.8% 2,183 $442K
Dupree Financial Group, LLC 0.21% No change 2,173 $440K
Darwin Wealth Management, LLC 0.22% Reduce -1.3% 2,167 $438K
Morse Asset Management, Inc 0.11% Reduce -0.2% 2,161 $437K
Landaas & Co. /Wi 0.13% Reduce -55.6% 2,156 $436K
Sepio Capital, LP 0.04% Add +0.4% 2,157 $436K
Worth Asset Management, LLC 0.26% Add +3.6% 2,153 $435K
Lazard Freres Gestion S.A.S. 0.01% Add +13.2% 2,187 $435K
Capital Market Strategies LLC 0.28% Add +38.1% 2,150 $435K
Kaizen Financial Strategies 0.27% Reduce -8.1% 2,019 $434K
Triton Wealth Management, PLLC 0.25% Add +97.2% 2,065 $434K
Tower Wealth Partners, Inc. 0.27% Add +21.2% 2,142 $433K
One Day In July LLC 0.05% Add +12.1% 2,138 $432K
Alkeme Wealth, LLC 0.21% Reduce -1.3% 2,131 $431K
Wallace Capital Management Inc. 0.06% Add +13.3% 2,131 $431K
Mascoma Wealth Management LLC 0.11% Reduce -12.0% 2,123 $429K
New World Advisors LLC 0.12% Reduce -2.5% 2,121 $429K
Jacobs & Co. 0.04% Reduce -12.4% 2,124 $429K
TCP Asset Management, LLC 0.11% Add +5.5% 2,119 $429K
Catalyst Private Wealth, LLC 0.23% Reduce -1.2% 2,115 $428K
Lansing Street Advisors 0.18% Add +7.2% 2,112 $427K
Broderick Brian C 0.09% No change 2,110 $427K
Squire Investment Management Company, LLC 0.24% Add +0.8% 2,106 $426K
Beaird Harris Wealth Management, LLC 0.04% Add +26.3% 2,106 $426K
Legacy PCG, LLC 0.27% Reduce -0.8% 2,102 $425K
BlueChip Wealth Advisors LLC 0.25% Add +10.4% 2,099 $425K
Compton Financial Group, LLC 0.14% Reduce -3.1% 2,098 $424K
Foundation Wealth Management, LLC 0.33% Reduce -10.7% 2,097 $424K
Signature Wealth Management Group 0.19% Add +0.7% 2,094 $424K
Chelsea Counsel Co. 0.21% No change 2,092 $423K
Sprinkle Financial Consultants LLC 0.33% Add +0.1% 2,087 $422K
Greytown Advisors Inc. 0.25% Reduce -18.1% 2,084 $422K
Ruedi Wealth Management, Inc. 0.17% Add +5.5% 2,081 $421K
Oxbow Advisors, LLC 0.05% Add +5.0% 2,079 $420K
Sageworth Trust Co 0.03% New 2,074 $419K
Campbell Wealth Management 0.14% No change 2,070 $419K
Riverview Capital Advisers, LLC 0.14% Reduce -3.1% 2,071 $419K
Kercheville Advisors, LLC 0.18% Reduce -12.7% 2,070 $419K
American Planning Services, Inc. 0.29% Reduce -8.8% 2,069 $419K
Versant Capital Management, Inc 0.11% Add +67.4% 2,064 $417K
Stonehage Fleming Financial Services Holdings Ltd 0.01% Reduce -60.9% 2,062 $417K
Rice Hall James & Associates, LLC 0.03% No change 2,058 $416K
VestGen Investment Management 0.12% Add +24.7% 2,057 $416K
Elevatus Welath Management 0.16% Reduce -5.1% 2,057 $416K
Level Financial Advisors 0.18% Add +1.6% 2,055 $416K
Verus Financial Partners, Inc. 0.05% Add +0.1% 2,051 $415K
Triumph Capital Management 0.16% Reduce -0.9% 2,048 $414K
Fermata Advisors, LLC 0.10% Reduce -32.3% 2,046 $414K
Freedom Day Solutions, LLC 0.14% Reduce -1.4% 2,046 $414K
Jacobson & Schmitt Advisors, LLC 0.09% New 2,044 $413K
Beirne Wealth Consulting Services, LLC 0.17% No change 2,027 $410K
POM Investment Strategies, LLC 0.33% Add +7.1% 2,024 $409K
Signal Advisors Wealth, LLC 0.89% Reduce -78.0% 2,023 $409K
Smith & Howard Wealth Management, LLC 0.12% Add +10.1% 2,023 $409K
Syverson Strege & Co 0.14% Reduce -0.3% 2,021 $409K
Centennial Wealth Advisory LLC 0.18% Add +25.6% 2,020 $409K
Elwood & Goetz Wealth Advisory Group, LLC 0.12% No change 2,018 $408K
W.H. Cornerstone Investments Inc. 0.29% Reduce -0.4% 2,016 $408K
JMG Financial Group, Ltd. 0.02% No change 2,015 $408K
Encompass Wealth Advisors, LLC 0.11% Add +0.1% 2,014 $407K
KFA Private Wealth Group, LLC 0.21% Reduce -19.1% 2,009 $406K
Burton Enright Welch 0.09% Reduce -4.1% 2,000 $405K
Glaxis Capital Management, LLC 0.70% New 2,000 $405K
Tandem Wealth Advisors LLC 0.22% No change 2,000 $405K
Palo Alto Wealth Advisors, LLC 0.28% Add +0.6% 1,995 $403K
Acorn Financial Advisory Services Inc. 0.08% Add +0.1% 1,993 $403K
Compass Financial Group, INC 0.09% Add +0.3% 1,987 $402K
Horizon Family Wealth, Inc. 0.31% Add +0.6% 1,985 $401K
Western Financial Corp 0.24% New 1,981 $401K
Oceanside Advisors LLC 0.32% Add +35.6% 1,980 $400K
BCS Wealth Management 0.19% Add +2.0% 1,975 $400K
Inspire Advisors, LLC 0.05% Reduce -6.1% 1,974 $399K
Insight Wealth Partners, LLC 0.26% Add +3.0% 1,971 $399K
Strategic Investment Solutions, Inc. 0.13% — 1,925 $399K
Litman Gregory Wealth Management LLC 0.04% Add +6.2% 1,971 $399K
Smallwood Wealth Investment Management, LLC 0.31% No change 1,967 $398K
Clarkston Capital Partners, LLC 0.01% No change 1,966 $398K
Gratus Wealth Advisors, LLC 0.07% Reduce -0.5% 1,891 $397K
Kearns & Associates LLC 0.30% No change 1,960 $396K
Cherry Creek Investment Advisors, Inc. 0.21% Add +8.5% 1,958 $396K
Baskin Financial Services Inc. 0.03% Add +2.4% 1,956 $396K
Arcadia Investment Management Corp. 0.07% Reduce -4.0% 1,957 $396K
Sterling Financial Planning, Inc. 0.16% Reduce -2.5% 1,956 $396K
Permit Capital, LLC 0.15% Reduce -25.5% 1,955 $395K
Somerville Kurt F 0.07% No change 1,949 $394K
Earned Wealth Advisors, LLC 0.15% Add +1.6% 1,948 $394K
American Financial Advisors, LLC 0.06% Reduce -8.8% 1,947 $394K
Echo45 Advisors LLC 0.28% Reduce -9.3% 1,946 $394K
Morling Financial Advisors, LLC 0.17% Add +17.8% 1,941 $393K
Shira Ridge Wealth Management 0.22% Add +22.2% 1,941 $393K
Redwood Investment Management, LLC 0.03% Add +20.0% 1,939 $392K
Etfidea, LLC 0.13% No change 1,937 $392K
Sage Capital Advisors,llc 0.11% Add +2.3% 1,937 $392K
Luken Investment Analytics, LLC 0.20% No change 1,932 $391K
Wealthspan Partners, LLC 0.22% Reduce -1.1% 1,930 $390K
Madison Park Capital Advisors, LLC 0.33% Reduce -0.1% 1,929 $390K
Tarbox Family Office, Inc. 0.07% No change 1,926 $390K
NDVR, Inc. 0.41% Add +36.5% 1,925 $389K
Northstar Advisory Group, LLC 0.22% Add +0.2% 1,921 $389K
DHJJ Financial Advisors, Ltd. 0.16% Reduce -0.3% 1,912 $387K
Values Added Financial LLC 0.28% Add +39.3% 1,912 $387K
Twin Peaks Wealth Advisors, LLC 0.19% Add +11.4% 1,909 $386K
Axim Planning & Wealth 0.46% Add +4.0% 1,906 $386K
Cumberland Partners Ltd 0.03% Reduce -14.3% 1,905 $385K
Redwood Wealth Management Group, LLC 0.29% Add +1.0% 1,905 $385K
CarsonAllaria Wealth Management, Ltd. 0.24% Reduce -8.2% 1,903 $385K
Vishria Bird Financial Group, LLC 0.16% Add +0.8% 1,903 $385K
Lewis Asset Management, LLC 0.29% Add +7.3% 1,903 $385K
jvl associates llc 0.15% Reduce -0.5% 1,902 $385K
Inceptionr LLC 0.11% Reduce -69.9% 1,898 $384K
Family Asset Management, LLC 0.25% Add +8.4% 1,896 $383K
Riverstone Advisors, LLC 0.23% Add +0.2% 1,885 $381K
Traction Financial Partners, LLC 0.28% Add +0.3% 1,802 $381K
AlphaCentric Advisors LLC 0.28% Add +94.4% 1,884 $381K
Jackson Thornton Wealth Management, LLC 0.06% No change 1,882 $381K
David J Yvars Group 0.24% Add +7.0% 1,880 $380K
Provenance Wealth Advisors, LLC 0.05% Reduce -1.1% 1,879 $380K
Roth Financial Partners LLC 0.16% No change 1,877 $380K
Keeler & Nadler Financial Planning & Wealth Management 0.21% Add +0.1% 1,874 $379K
Adams Wealth Management 0.09% No change 1,869 $378K
CacheTech Inc. 0.09% — 1,869 $378K
Atwater Malick LLC 0.13% No change 1,861 $376K
WT Wealth Management 0.13% Reduce -90.2% 1,857 $376K
Emergent Wealth Advisors, LLC 0.30% Add +4.4% 1,833 $375K
Destiny Wealth Partners, LLC 0.07% Reduce -0.6% 1,851 $374K
Solano Wealth Management, Inc. 0.20% Reduce -21.8% 1,850 $374K
Flynn Zito Capital Management, LLC 0.19% Add +1.4% 1,850 $374K
Defender Capital, LLC. 0.13% No change 1,849 $374K
Core Wealth Advisors, Inc. 0.13% Add +6.2% 1,847 $374K
HFR Wealth Management, LLC 0.09% No change 1,845 $373K
Denver Wealth Management, Inc. 0.19% Reduce -2.4% 1,840 $372K
Dynamic Wealth Strategies, LLC 0.32% Reduce -3.2% 1,840 $372K
Schiavi & Co LLC 0.15% Reduce -0.8% 1,833 $371K
Smith Shellnut Wilson LLC 0.18% No change 1,832 $371K
Chickasaw Capital Management LLC 0.02% No change 1,826 $369K
Sykon Capital LLC 0.14% Reduce -12.1% 1,821 $368K
Rockbridge Investment Management, LCC 0.05% Add +5.6% 1,820 $368K
Private Advisory Group LLC 0.05% Add +74.9% 1,815 $367K
Tang Capital Management LLC 0.04% New 1,811 $366K
One Wealth Management Investment & Advisory Services, LLC 0.15% Reduce -0.4% 1,811 $366K
Skyline Advisors, Inc. 0.16% Reduce -12.2% 1,806 $365K
Lipe & Dalton 0.20% No change 1,800 $364K
Thrive Capital Management, LLC 0.17% Add +12.3% 1,797 $364K
Ade, LLC 0.25% Add +6.2% 1,797 $363K
Sage Capital Management, LLC 0.19% Add +0.5% 1,796 $363K
White Lighthouse Investment Management Inc. 0.07% Add +29.7% 1,787 $361K
McCarthy & Cox 0.14% Add +2.4% 1,786 $361K
Roble, Belko & Company, Inc 0.06% No change 1,786 $361K
American Institute for Advanced Investment Management, LLP 0.28% No change 1,781 $360K
Von Berge Wealth Management Group, LLC 0.23% No change 1,753 $360K
Widmann Financial Services, Inc. 0.29% No change 1,775 $359K
Argonautica Private Wealth Management, Inc. 0.12% No change 1,774 $359K
Clean Yield Group 0.13% Add +3.2% 1,773 $359K
Lanham O'Dell & Company, Inc. 0.20% Reduce -16.1% 1,769 $358K
Toth Financial Advisory Corp. 0.05% Add +9.2% 1,768 $358K
Innova Wealth Partners 0.25% Add +66.0% 1,760 $356K
Jag Capital Management, LLC 0.05% Reduce -22.1% 1,759 $356K
Lakeside Advisors, INC. 0.23% No change 1,751 $354K
Front Street Capital Management, Inc. 0.07% Reduce -6.7% 1,752 $354K
Stonebridge Financial Planning Group, LLC 0.18% New 1,750 $354K
IronBridge Private Wealth, LLC 0.13% Add +0.5% 1,749 $354K
Sanchez Wealth Management Group 0.11% Reduce -4.1% 1,745 $353K
Monument Group Wealth Advisors, LLC 0.24% No change 1,743 $353K
Mark Sheptoff Financial Planning, LLC 0.20% No change 1,740 $352K
Raymond James Trust Co. of NH 3.27% Reduce -0.5% 1,737 $351K
North Ridge Wealth Advisors, Inc. 0.27% No change 1,736 $351K
Capital Planning LLC 0.10% No change 1,730 $350K
Strategic Financial Concepts, LLC 0.20% Add +9632.4% 190,949 $349K
Breed's Hill Capital LLC 0.31% No change 1,721 $348K
Oxinas Partners, LLC 0.23% Add +0.5% 1,721 $348K
Hutchens & Kramer Investment Management Group, LLC 0.19% Add +0.2% 1,693 $348K
Yeomans Consulting Group, Inc. 0.13% Add +13.2% 1,719 $348K
Copperleaf Capital, LLC 0.28% Reduce -11.8% 1,717 $347K
Ledgewood Wealth Advisors, LLC 0.30% No change 1,714 $347K
Columbus Macro, LLC 0.13% Reduce -0.3% 1,693 $345K
Sage Financial Management Group, Inc. 1.05% Reduce -4.5% 1,707 $345K
Lokken Investment Group LLC 0.16% Add +17.2% 1,704 $345K
Asset Management Group, Inc. 0.05% Reduce -1.9% 1,702 $344K
Disciplined Investments, LLC 0.18% Add +1.6% 1,697 $343K
Riverwater Partners LLC 0.25% Add +24.4% 1,694 $343K
Delta Wealth Advisors LLC 0.33% No change 1,688 $341K
WESPAC Advisors, LLC 0.27% Reduce -3.3% 1,688 $341K
RAM Investment Partners, LLC 0.10% Add +10.9% 1,687 $341K
Triune Financial Partners, LLC 0.12% Reduce -45.3% 1,686 $341K
Allegiance Financial Group Advisory Services LLC 0.13% Add +0.1% 1,681 $340K
Mma Asset Management LLC 0.16% Reduce -14.8% 1,675 $339K
VELA Investment Management, LLC 0.12% Reduce -37.4% 1,675 $339K
Red Lighthouse Investment Management, LLC 0.14% No change 1,674 $339K
Avalon Capital Management 0.11% Add +1.2% 1,673 $338K
Sterling Financial Group, Inc. 0.15% No change 1,671 $338K
Zevin Asset Management LLC 0.05% Reduce -14.4% 1,668 $337K
Wolf Group Capital Advisors 0.13% New 1,664 $337K
Cannon Financial Strategists, Inc. 0.06% No change 1,663 $336K
Mustard Seed Financial, LLC 0.32% No change 1,663 $336K
Wick Capital Partners, LLC 0.12% Add +6.4% 1,661 $336K
Hill Island Financial LLC 0.11% Add +22.4% 1,658 $335K
Wealth Quarterback LLC 0.19% Reduce -4.7% 1,656 $335K
Houlihan Financial Resource Group, Ltd. 0.23% No change 1,658 $335K
Graham Capital Wealth Management, LLC 0.47% No change 1,650 $334K
Client 1ST Advisory Group, LLC 0.14% No change 1,650 $334K
Rebalance, LLC 0.03% No change 1,650 $334K
MPS Loria Financial Planners, LLC 0.11% Add +0.1% 1,649 $334K
Krane Funds Advisors LLC 0.01% Reduce -16.1% 1,649 $334K
Matthew Goff Investment Advisor, LLC 0.07% No change 1,640 $332K
Bell Investment Advisors, Inc 0.07% Add +2.4% 1,639 $332K
Private Wealth Management Group, LLC 0.14% Reduce -7.2% 1,638 $331K
TMD Wealth Management, LLC 0.07% Reduce -23.7% 1,637 $331K
Financial Planning & Information Services, Inc. 0.05% Reduce -90.5% 1,636 $331K
Prepared Retirement Institute LLC 0.22% Reduce -8.9% 1,632 $330K
Clark Asset Management, LLC 0.09% Add +60.9% 1,630 $330K
Washburn Capital Management, Inc. 0.23% Add +1.9% 1,620 $328K
Petix & Botte Co 0.09% New 1,616 $327K
Shilanski & Associates, Inc. 0.11% Reduce -0.4% 1,613 $326K
Dimension Capital Management LLC 0.07% Reduce -64.7% 1,612 $326K
Independent Wealth Network Inc. 0.15% Add +4.1% 1,609 $325K
Saturna Capital Corp. 0.00% No change 1,608 $325K
Private Capital Advisors, Inc. 0.04% No change 1,600 $324K
Power Wealth Management LLC 0.15% Add +5.1% 1,599 $323K
Kendall Capital Management 0.11% No change 1,596 $323K
KFG Wealth Management, LLC 0.13% No change 1,594 $322K
Optiver Holding B.V. 0.01% Reduce -97.1% 1,592 $322K
Veridan Wealth LLC 0.13% — 1,106 $321K
Act Wealth Management, LLC 0.16% Add +0.6% 1,580 $320K
Keener Financial Planning LLC 0.21% Reduce -4.2% 1,582 $319K
Tobam 0.05% Reduce -26.1% 1,576 $319K
Capital Counsel LLC 0.01% Reduce -8.7% 1,574 $318K
Manchester Financial Inc. 0.08% Reduce -1.9% 1,571 $318K
Kelly Financial Services LLC 0.11% Add +8.1% 1,566 $317K
Rockport Wealth LLC 0.13% No change 1,566 $317K
Councilor Wealth, LLC 0.16% Add +13.5% 1,561 $316K
Foguth Wealth Management, LLC. 0.14% Add +41.9% 1,559 $315K
Legacy Financial Group, Inc. 0.12% Reduce -1.9% 1,558 $315K
Lutz Financial Services LLC 0.03% No change 1,558 $315K
Rain Capital Management, LLC 0.22% Add +0.9% 1,547 $313K
Gitterman Wealth Management, LLC 0.12% No change 1,547 $313K
Sharp Wealth Advisory, LLC 0.27% Add +41.1% 1,544 $312K
Seelaus Asset Management LLC 0.33% No change 1,544 $312K
TNF LLC 0.11% No change 1,494 $312K
Ridgepath Capital Management LLC 0.31% No change 1,541 $312K
Sonoma Private Wealth LLC 0.51% Add +15.3% 1,540 $311K
Three Bridge Wealth Advisors, LLC 0.12% Reduce -24.5% 1,540 $311K
USAdvisors Wealth Management, LLC 0.11% Reduce -11.0% 1,532 $309K
Boyd Wealth Management, LLC 0.17% No change 1,527 $309K
Gill Capital Partners, LLC 0.12% No change 1,526 $309K
Perissos Private Wealth Management, LLC 0.28% No change 1,525 $308K
Dodds Wealth, LLC 0.12% Add +15.6% 1,483 $308K
Cambridge Financial Group, LLC 0.14% Add +3.3% 1,519 $307K
Cascade Wealth Advisors, Inc 0.23% No change 1,468 $306K
OMNI 360 Wealth, Inc. 0.23% Add +3.1% 1,513 $306K
Trevian Wealth Management LLC 1.52% No change 1,511 $306K
Heritage Wealth Management, Inc./Texas 0.19% New 1,511 $306K
Cumberland Advisors Inc. 0.13% Reduce -91.0% 1,510 $305K
RS Crum Inc. 0.08% New 1,509 $305K
Barings LLC 0.01% No change 1,508 $305K
Gouws Capital LLC 0.22% No change 1,500 $303K
Absolute Gestao de Investimentos Ltda. 0.16% New 1,500 $303K
Bourne Lent Asset Management Inc. 0.12% No change 1,500 $303K
Curtis Advisory Group, LLC 0.11% No change 1,500 $303K
O'Neil Global Advisors, Inc. 0.14% New 1,500 $303K
Seed Wealth Management, Inc. 0.26% No change 1,496 $303K
Peterson Wealth Advisors, LLC 0.06% Add +3.8% 1,492 $302K
LFA - Lugano Financial Advisors SA 0.23% No change 1,490 $301K
Paragon Financial Partners, Inc. 0.23% Reduce -4.6% 1,484 $300K
Family Investment Center, Inc. 0.09% No change 1,484 $300K
Highlander Partners, L.P. 0.20% No change 1,500 $300K
Paragon Capital Management LLC 0.16% Add +4.8% 1,473 $298K
AlphaMark Advisors, LLC 0.10% No change 1,465 $296K
Elite Life Management LLC 1.15% Add +4.0% 1,461 $295K
FWL Investment Management, LLC 0.15% Add +53.7% 1,459 $295K
Clarus Wealth Advisors 0.16% Reduce -4.1% 1,418 $295K
Whitcomb & Hess, Inc. 0.09% Reduce -43.1% 1,452 $294K
SMART Wealth LLC 0.12% Add +21.9% 1,452 $294K
Basso Capital Management, L.P. 0.26% No change 1,451 $293K
Silverberg Bernstein Capital Management LLC 0.28% No change 1,449 $293K
Dravo Bay LLC 0.16% No change 1,446 $292K
Blue Investment Partners LLC 0.13% No change 1,443 $292K
Nova R Wealth, Inc. 0.15% Add +0.4% 1,443 $292K
New England Professional Planning Group Inc. 0.15% Reduce -0.3% 1,441 $291K
Pring Turner Capital Group Inc. 0.20% Add +42.9% 1,440 $291K
Gibson Capital, LLC 0.06% No change 1,432 $290K
Burns Matteson Capital Management, LLC 0.18% Add +32.6% 1,429 $289K
Sebold Capital Management, Inc. 0.20% Reduce -5.6% 1,426 $288K
Lountzis Asset Management, LLC 0.13% No change 1,415 $286K
Members Wealth LLC 0.19% — 1,012 $286K
IMZ Advisory Inc 0.14% Add +0.6% 1,411 $285K
Annapolis Financial Services, LLC 0.09% Add +0.1% 1,409 $285K
Verity Asset Management, Inc. 0.11% Reduce -0.3% 1,405 $284K
Naples Money Management LLC 0.24% No change 1,380 $284K
Physician Wealth Advisors, Inc. 0.05% No change 1,326 $283K
Acas, LLC 0.25% Reduce -9.2% 1,329 $283K
Epic Trust Investment Advisors, LLC 0.31% Add +13.3% 1,398 $283K
Sterling Investment Management, LLC 0.21% No change 1,398 $283K
Mainsail Asset Management, LLC 0.22% No change 1,394 $282K
Pps&v Asset Management Consultants, Inc. 0.20% Add +0.1% 1,389 $281K
Northern Capital Management, Inc. 0.19% Reduce -1.0% 1,385 $280K
Sicart Associates LLC 0.11% No change 1,385 $280K
Bensler, LLC 0.04% Add +0.2% 1,385 $280K
Bank Pictet & Cie (asia) Ltd. 0.09% No change 1,380 $279K
Quad-Cities Investment Group, LLC 0.15% Add +0.1% 1,379 $279K
Towerpoint Wealth, LLC 0.14% Add +21.7% 1,379 $279K
Avondale Wealth Management 0.19% No change 1,375 $278K
Southern Capital Advisors, LLC 0.17% Reduce -4.3% 1,375 $278K
Rather & Kittrell, Inc. 0.08% Reduce -1.4% 1,370 $277K
Yoder Wealth Management, Inc. 0.18% Reduce -1.3% 1,369 $277K
Keystone Financial Planning, Inc. 0.09% No change 1,365 $276K
Ascension Capital Advisors, Inc. 0.15% No change 1,363 $276K
Adamsbrown Wealth Consultants LLC 0.11% Add +0.1% 1,359 $275K
Halter Ferguson Financial Inc. 0.20% Reduce -20.8% 1,358 $275K
Lawson Kroeker Investment Management Inc. 0.05% New 1,357 $274K
Kennedy Capital Management LLC 0.01% No change 1,354 $274K
AFS Financial Group, LLC 3.65% Reduce -42.9% 1,349 $273K
Oak Ridge Investments LLC 0.03% Add +23.3% 1,340 $271K
Cadent Capital Advisors, LLC 0.11% Add +0.2% 1,337 $270K
Golden Road Advisors LLC 0.22% Reduce -0.1% 1,302 $270K
Flower City Capital 0.17% Reduce -2.5% 1,331 $269K
Fortress Wealth Management, Inc. 0.14% Add +0.1% 1,331 $269K
Scott Capital Advisors, LLC 0.08% Reduce -0.8% 1,292 $268K
FFT Wealth Management LLC 0.02% Reduce -11.0% 1,326 $268K
Valtinson Bruner Financial Planning LLC 0.11% Add +1.1% 1,323 $267K
Sterling Manor Financial, LLC 0.20% No change 1,316 $266K
Western Pacific Wealth Management, LP 0.20% Reduce -3.0% 1,316 $266K
Riggs Asset Managment Co. Inc. 0.08% Add +124.1% 1,311 $265K
Kwmg, LLC 0.03% Reduce -3.2% 1,311 $265K
Joseph P. Lucia & Associates, LLC 0.14% No change 1,310 $265K
Crane Advisory, LLC 0.05% Add +4.1% 1,291 $264K
Hobbs Group Advisors, LLC 0.10% — 1,307 $264K
Dentgroup LLC 0.21% Add +0.5% 1,306 $264K
Manatuck Hill Partners, LLC 0.12% No change 1,305 $264K
Enzi Wealth 0.12% Add +8.9% 1,288 $264K
Essential Planning, LLC. 0.12% Reduce -15.1% 1,302 $263K
BCM Advisors, LLC 0.06% Add +2.4% 1,265 $263K
Edmp, Inc. 0.24% Reduce -2.7% 1,301 $263K
PARK CIRCLE Co 0.26% No change 1,300 $263K
Vima LLC 0.58% New 1,299 $263K
Coyle Financial Counsel LLC 0.09% No change 1,309 $262K
Mountain Capital Investment Advisors Inc. 0.07% New 1,247 $262K
Tuttle Capital Management, LLC 1.56% New 1,292 $262K
Continuum Wealth Advisors, LLC 0.14% Reduce -15.9% 1,292 $261K
AJOVista, LLC 0.75% No change 1,291 $261K
Madrona Financial Services, LLC 0.08% Reduce -0.8% 1,290 $261K
ZynergyRetirementPlanningLLC 0.20% — 1,289 $261K
FOCUS Wealth Advisors, LLC 0.13% Add +15.8% 1,286 $260K
Eaton-Cambridge Inc. 0.13% Reduce -0.2% 1,286 $260K
Covestor Ltd 0.17% Reduce -32.9% 1,284 $260K
RVW Wealth, LLC 0.03% New 1,282 $259K
West Wealth Group, LLC 0.09% Add +0.4% 1,281 $259K
Tilson Financial Group, Inc. 0.26% Reduce -0.1% 1,283 $259K
Intrepid Capital Management Inc. 0.16% Add +8.5% 1,278 $258K
ESL Trust Services, LLC 0.06% Add +11.0% 1,277 $258K
Raffa Wealth Management, LLC 0.07% Add +9.0% 1,275 $258K
Unio Capital LLC 0.11% Reduce -14.1% 1,271 $257K
FinDec Wealth Services, Inc. 0.16% Reduce -1.3% 1,270 $257K
Asset Allocation Strategies LLC 0.09% Reduce -7.1% 1,269 $257K
Kellett Wealth Advisors, LLC 0.21% New 1,269 $257K
Prentiss Smith & Co. Inc. 0.18% No change 1,269 $257K
Baker Boyer National Bank 0.09% Reduce -6.9% 1,266 $256K
Bullseye Investment Management, LLC 0.18% New 1,228 $255K
Horizon Investment Services, LLC 0.12% No change 1,260 $255K
CCG Wealth Management, LLC 0.14% Add +7.8% 1,258 $254K
Root Financial Partners, LLC 0.06% Reduce -13.5% 1,254 $254K
MontVue Capital Management, Inc. 0.20% New 1,253 $253K
4J Wealth Management LLC 0.21% Add +0.1% 1,253 $253K
Muirfield Wealth Advisors LLC 0.24% Add +5.3% 1,251 $253K
G2 Capital Management, LLC / Oh 0.08% No change 1,246 $252K
Aspect Partners, LLC 0.15% Reduce -4.0% 1,240 $251K
Coston, McIsaac & Partners 0.08% Reduce -1.6% 1,238 $250K
Hubbell Strickland Wealth Management, LLC 0.13% Reduce -0.2% 1,235 $250K
FMB Wealth Management 0.19% Add +0.6% 1,235 $250K
Clear Point Advisors Inc. 0.20% Add +0.2% 1,233 $249K
WorthPointe, LLC 0.11% Add +3.8% 1,216 $246K
Philip James Wealth Mangement, LLC 0.16% Add +6.5% 1,214 $245K
Cedar Brook Financial Partners, LLC 1.85% Reduce -93.1% 1,213 $245K
Arrowroot Family Office, LLC 0.16% Reduce -7.3% 1,213 $245K
Paradigm, Strategies in Wealth Management, LLC 0.15% Add +0.1% 1,212 $245K
First Wilshire Securities Management Inc. 0.07% Reduce -0.5% 1,209 $245K
Hanover Advisors Inc. 0.11% Reduce -10.8% 1,208 $244K
Redwood Financial Network Corp 0.21% Add +0.4% 1,208 $244K
Prairiewood Capital, LLC 0.12% No change 1,207 $244K
RE Dickinson Investment Advisors, LLC 0.15% Add +8.1% 1,205 $244K
Capstone Capital LLC 0.22% Add +11.6% 1,205 $244K
Plotkin Financial Advisors, LLC 0.16% Reduce -2.0% 1,203 $243K
Strata Wealth Advisors, LLC 0.08% Add +11.1% 1,203 $243K
Significant Wealth Partners LLC 0.14% Add +0.5% 1,202 $243K
Summit Securities Group LLC 0.09% Reduce -47.8% 1,200 $243K
Halpern Financial, Inc. 0.07% Reduce -19.5% 1,200 $243K
Saxony Capital Management, LLC 0.27% New 1,197 $242K
Valued Retirements, Inc. 0.37% No change 1,196 $242K
Kingdom Financial Group LLC. 0.16% Reduce -1.4% 1,192 $241K
Denver PWM, LLC 0.10% Reduce -24.6% 1,189 $241K
Corbyn Investment Management Inc. 0.11% Reduce -11.0% 1,189 $240K
Arcus Capital Partners, LLC 0.09% Reduce -24.3% 1,189 $240K
Afg Fiduciary Services Limited Partnership 0.17% No change 1,140 $240K
Brogan Financial, Inc. 0.15% Add +4.6% 1,181 $239K
Tobias Financial Advisors, Inc. 0.05% New 1,181 $239K
Creekmur Asset Management LLC 0.06% Reduce -12.4% 1,181 $239K
WPWealth LLP 0.06% Reduce -5.6% 1,181 $239K
Ogorek Anthony Joseph /NY/ 0.08% Add +0.4% 1,180 $238K
Arista Wealth Management, LLC 0.06% New 1,175 $238K
AIFG Consultants Ltd. 0.18% Add +1.1% 1,173 $237K
Eastover Investment Advisors LLC 0.11% No change 1,135 $237K
Acorns Advisers, LLC 0.00% New 1,171 $237K
CBIZ Investment Advisory Services, LLC 0.01% Add +0.1% 1,170 $237K
EntryPoint Capital, LLC 0.11% Add +116600.0% 1,167 $236K
Hilltop Wealth Advisors, LLC 0.12% Add +11.2% 1,165 $236K
Cypress Point Wealth Management, LLC 0.11% Add +2.5% 1,164 $235K
Satovsky Asset Management LLC 0.06% Add +0.4% 1,162 $235K
FWG Investments, LLC. 0.24% Reduce -0.4% 1,157 $234K
MTM Financial Group, LLC 0.15% No change 1,157 $234K
Advisory Resource Group 0.05% No change 1,157 $234K
East Coast Asset Management, LLC. 0.09% Reduce -30.2% 1,156 $234K
Geometric Wealth Advisors 0.05% No change 1,153 $233K
Kuhn & Co Investment Counsel 0.21% Reduce -5.7% 1,152 $233K
EWG Elevate Inc. 0.09% Add +9.5% 1,151 $233K
Prospect Hill Management, LLC 0.13% No change 1,150 $233K
Stonehearth Capital Management, LLC 0.10% Add +2.9% 1,146 $232K
V-Square Quantitative Management LLC 0.04% Reduce -81.8% 1,144 $231K
Stone House Investment Management, LLC 0.06% Add +1.4% 1,143 $231K
Sentinel Pension Advisors, LLC 0.05% Reduce -3.7% 1,140 $231K
Auxier Asset Management LLC 0.04% Reduce -2.2% 1,137 $230K
Instrumental Wealth, LLC 0.24% Add +4.5% 1,101 $230K
Caerus Investment Advisors, LLC 0.22% No change 1,133 $229K
TPG Financial Advisors, LLC 0.11% — 1,131 $229K
Lifestyle Asset Management, Inc. 0.13% Reduce -15.6% 1,128 $228K
LPWM LLC 0.08% New 1,110 $228K
Eight 31 Financial, LLC 0.18% Reduce -74.0% 1,125 $228K
Victory Financial Group, LLC 0.11% New 1,124 $227K
Rock Point Advisors, LLC 0.07% No change 1,124 $227K
Awm Capital, LLC 0.03% New 1,122 $227K
Pinnacle Financial Group, LLC / IL 0.10% New 1,116 $226K
FMFE Wealth Management, LLC 0.21% No change 1,110 $225K
Eagle Capital Management LLC 0.00% Reduce -86.4% 1,109 $224K
Financial Network Wealth Advisors LLC 0.17% Add +2.3% 1,109 $224K
Team Hewins, LLC 0.09% New 1,103 $223K
Polymer Capital Management (HK) LTD 0.05% New 1,100 $222K
Avid Wealth Partners LLC 0.17% New 1,099 $222K
Capasso Planning Partners LLC 0.07% Add +3.3% 1,099 $222K
Randall & Associates Wealth Management 0.20% New 1,098 $222K
MA Private Wealth 0.04% No change 1,093 $221K
Heritage Wealth Management, Inc. 0.21% Reduce -4.1% 1,086 $220K
Ballew Advisors, Inc 0.15% New 1,045 $219K
Boston Common Asset Management, LLC 0.01% New 1,084 $219K
Orgel Wealth Management, LLC 0.01% Add +2.3% 1,079 $218K
Life Planning Partners, Inc 0.20% No change 1,077 $218K
Capital Wealth Alliance, LLC 0.12% Add +1.4% 1,074 $217K
Prairie Wealth Advisors, Inc. 0.11% Reduce -46.0% 1,074 $217K
ShoreHaven Wealth Partners, LLC 0.11% New 1,073 $217K
Annandale Capital, LLC 0.05% No change 1,075 $217K
IAG Wealth Partners, LLC 0.04% Add +5.4% 1,070 $216K
Olympiad Research LP 0.16% Add +1.1% 1,069 $216K
Wrenne Financial Planning LLC 0.15% New 1,069 $216K
Tradewinds Capital Management, LLC 0.06% No change 1,069 $216K
Epiq Partners, LLC 0.15% No change 1,068 $216K
Capstone Wealth Management Group, LLC 0.14% Add +0.3% 1,068 $216K
True Link Financial Advisors, LLC 0.02% New 1,067 $216K
Templeton & Phillips Capital Management, LLC 0.19% No change 1,065 $215K
Greenspring Advisors, LLC 0.05% No change 1,065 $215K
Parkside Advisors LLC 0.06% No change 1,064 $215K
Lesa Sroufe & Co 0.21% No change 1,061 $215K
New England Research & Management, Inc. 0.10% New 1,065 $215K
Renaissance Investment Group LLC 0.05% Reduce -4.6% 1,035 $215K
Cypress Financial Planning LLC 0.09% New 1,062 $215K
New Wave Wealth Advisors LLC 0.12% — 1,059 $214K
Newton One Investments LLC 0.09% Add +0.6% 1,053 $213K
O'Connor Financial Group LLC 0.12% Add +1.1% 1,053 $213K
Comprehensive Financial Management LLC 0.01% No change 1,053 $213K
WFA Asset Management Corp 0.12% Reduce -13.4% 1,053 $213K
Carlson Capital Management 0.01% New 1,046 $211K
25 LLC 0.10% Reduce -0.3% 1,044 $211K
Wade Financial Advisory, Inc 0.08% New 1,044 $211K
First Pacific Financial 0.05% Reduce -6.5% 1,041 $211K
Pacific Sage Partners, LLC 0.05% New 1,041 $211K
Confluence Investment Management LLC 0.00% New 1,041 $210K
Plan Group Financial, LLC 0.13% New 1,037 $210K
Leeward Financial Partners, LLC 0.09% Reduce -10.3% 1,037 $210K
Blue Barn Wealth, LLC 0.12% New 1,036 $210K
Wiser Wealth Management, Inc 0.06% New 1,033 $209K
SWP Financial LLC 0.14% Reduce -1.1% 1,030 $208K
AAF Wealth Management, LLC 0.11% Reduce -9.6% 1,029 $208K
Able Wealth Management LLC 0.17% Reduce -34.8% 1,026 $208K
PFS Partners, LLC 0.13% Reduce -7.1% 1,024 $207K
Kelman-Lazarov, Inc. 0.04% Reduce -9.1% 1,024 $207K
Alamar Capital Management, LLC 0.13% — 1,020 $206K
Penobscot Wealth Management 0.12% Reduce -6.3% 1,005 $206K
O'Brien Wealth Partners LLC 0.05% Reduce -2.1% 1,017 $206K
DDD Partners, LLC 0.02% Reduce -2.2% 1,017 $206K
Cadinha & Co. LLC 0.04% New 1,015 $205K
Libra Wealth LLC 0.09% New 1,012 $205K
Rappaport Reiches Capital Management, LLC 0.06% Reduce -3.9% 1,012 $205K
MAS Advisors LLC 0.49% No change 1,011 $205K
Standard Family Office LLC 0.26% No change 1,011 $204K
City Center Advisors, LLC 0.24% No change 1,019 $204K
Planning Alternatives Ltd. 0.03% New 1,009 $204K
Rooted Wealth Advisors, Inc. 0.09% Reduce -17.6% 972 $204K
Lavaca Capital LLC 0.11% No change 1,007 $204K
Fernwood Investment Management, LLC 0.06% Reduce -1.4% 1,007 $204K
GEM Asset Management, LLC 0.13% New 1,006 $203K
Truepoint, Inc. 0.01% Reduce -22.3% 1,004 $203K
StoneCrest Wealth Management, Inc. 0.15% No change 1,000 $202K
BOCHK Asset Management Ltd 0.07% No change 1,000 $202K
Shay Capital LLC 0.06% New 1,000 $202K
Brandywine Trust Co. 0.03% No change 1,000 $202K
Garrison Bradford & Associates Inc. 0.21% No change 1,000 $202K
Stonebridge Capital Management Inc. 0.09% No change 1,000 $202K
PrairieView Partners, LLC 0.02% No change 1,000 $202K
ETF Store, Inc. 0.21% Reduce -31.9% 997 $202K
Corepath Wealth Partners LLC 0.21% New 982 $201K
Petra Financial Advisors Inc. 0.14% New 995 $201K
VanderPol Investments L.L.C. 0.61% New 994 $201K
Jackson Wealth Management, LLC 0.04% New 996 $201K
Conrad Siegel Investment Advisors, Inc. 0.06% New 990 $200K
West Coast Financial LLC 0.02% New 989 $200K
Legend Financial Advisors, Inc. 0.14% Reduce -2.3% 983 $199K
WealthCollab, LLC 0.14% No change 969 $196K
Mendota Financial Group, LLC 0.10% Reduce -14.9% 952 $192K
Timber Creek Capital Management LLC 0.06% No change 950 $192K
Pacific Capital Wealth Advisors, Inc. 0.03% Add +172.6% 946 $191K
Mizuho Markets Cayman LP 0.88% Reduce -35.8% 942 $191K
HBC Financial Services, PLLC 0.12% No change 895 $190K
Mizuho Bank, Ltd. 0.04% New 920 $186K
Virtus Investment Advisers, LLC 0.17% Reduce -2.2% 919 $186K
WFA of San Diego, LLC 0.17% — 917 $185K
Fairman Group, LLC 0.18% Add +0.1% 900 $182K
Scarborough Advisors, LLC 0.07% Add +1.0% 889 $180K
Valued Wealth Advisors LLC 0.12% Add +15.3% 880 $178K
Cornerstone Planning Group LLC 0.05% Reduce -5.8% 901 $176K
Macroview Investment Management LLC 0.18% Add +1.5% 855 $173K
Financial Avengers, Inc. 0.09% Add +0.5% 825 $167K
Sander Capital Advisors Inc. 0.07% Add +0.6% 805 $163K
Advantage Trust Co 0.11% No change 790 $160K
TD Capital Management LLC 0.02% Reduce -6.0% 777 $157K
Pingora Partners LLC 0.11% No change 765 $155K
ICA Group Wealth Management, LLC 0.09% Reduce -88.2% 741 $150K
Meeder Asset Management Inc. 0.01% Reduce -91.9% 736 $149K
Dunhill Financial, LLC 0.09% Add +8.6% 720 $146K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 712 $144K
Guardian Wealth Management, Inc. 0.11% Reduce -2.5% 707 $143K
Chris Bulman Inc 0.09% — 682 $138K
Maryland Capital Advisors Inc. 0.07% No change 678 $137K
MidAtlantic Capital Management, Inc. 0.11% Reduce -9.7% 659 $133K
Evolution Advisers, Inc. 0.08% Add +0.9% 657 $132K
Tidemark, LLC 0.06% Add +95.2% 644 $130K
DecisionPoint Financial, LLC 0.04% No change 610 $130K
Jupiter Wealth Management LLC 0.06% No change 574 $122K
TruNorth Capital Management, LLC 0.04% Add +87.5% 602 $122K
EnRich Financial Partners LLC 0.04% Add +6.2% 597 $121K
Broadwater Capital Management LLC 0.09% No change 581 $118K
Northwest Capital Management Inc 0.04% Reduce -55.6% 579 $117K
Acima Private Wealth, LLC 0.04% No change 569 $115K
Valley Forge Investment Consultants Inc. Adv 0.04% No change 563 $114K
Walleye Capital LLC 0.00% Reduce -96.9% 550 $111K
Horrell Capital Management, Inc. 0.03% Reduce -0.2% 547 $111K
Cedar Wealth Management, LLC 0.04% Reduce -74.0% 537 $109K
Transcendent Capital Group LLC 0.06% Add +2.1% 536 $108K
Global Wealth Strategies & Associates 0.04% No change 515 $104K
Stuart Chaussee & Associates, Inc. 0.03% Add +113.2% 501 $101K
Accordant Advisory Group Inc 0.10% Reduce -89.7% 500 $101K
Cutler Capital Management, LLC 0.05% No change 500 $101K
Ninepoint Partners LP 0.01% New 499 $101K
Signature Resources Capital Management, LLC 0.08% No change 486 $98K
Hoese & Co LLP 0.09% Add +9.0% 485 $98K
Horizon Financial Services, LLC 0.06% No change 484 $98K
Davis Capital Management 0.08% No change 467 $96K
Belvedere Trading LLC 0.00% New 459 $93K
Main Street Group, LTD 0.04% Reduce -16.1% 444 $91K
Mowery & Schoenfeld Wealth Management, LLC 0.13% Add +123.3% 440 $89K
Nordwand Advisors, LLC 0.04% No change 439 $89K
Bay Harbor Wealth Management, LLC 0.03% Add +1.9% 435 $88K
Ridgewood Investments LLC 0.04% New 433 $88K
Miller Wealth Advisors, LLC 0.05% No change 430 $87K
Pineridge Advisors LLC 0.03% Add +1.2% 420 $85K
Red Tortoise LLC 0.05% No change 410 $83K
Marquette Asset Management, LLC 0.01% No change 400 $81K
DiNuzzo Private Wealth, Inc. 0.01% Add +36.8% 398 $81K
Iron Horse Wealth Management, LLC 0.03% No change 375 $76K
Rakuten Securities, Inc. 0.03% Reduce -49.9% 364 $74K
REAP Financial Group, LLC 0.02% Reduce -8.1% 341 $69K
Quarry LP 0.03% Add +1062.1% 337 $68K
True Wealth Design, LLC 0.02% No change 334 $67K
Robbins Farley 0.04% Reduce -12.7% 329 $67K
Kings Path Partners LLC 0.03% — 311 $63K
Bear Mountain Capital, Inc. 0.03% No change 302 $62K
Fortis Group Advisors, LLC 0.01% Reduce -91.7% 304 $62K
Painted Porch Advisors LLC 0.03% New 298 $60K
Tanaka Capital Management Inc. 0.14% Reduce -7.8% 294 $59K
Horizons Wealth Management 0.05% No change 278 $58K
Navera Investment Management Ltd. 0.00% No change 280 $57K
Tower View Wealth Management LLC 0.03% Add +0.7% 273 $55K
Tanglewood Legacy Advisors, LLC 0.03% No change 273 $55K
Cedar Mountain Advisors, LLC 0.01% Reduce -14.4% 268 $54K
Avion Wealth 0.01% Reduce -78.7% 272 $54K
BBJS Financial Advisors, LLC 0.02% Add +430.0% 265 $54K
Financial Connections Group, Inc. 0.03% Add +33.5% 263 $53K
Capula Management Ltd 0.00% Reduce -84.3% 259 $52K
VitalStone Financial, LLC 0.04% Add +0.4% 254 $51K
Mfa Wealth Advisors, LLC 0.01% New 247 $50K
Black Cypress Capital Management, LLC 0.05% Reduce -68.0% 235 $48K
Vermillion & White Wealth Management Group, LLC 0.04% No change 234 $47K
Redmont Wealth Advisors LLC 0.07% Reduce -30.5% 228 $46K
Grayhawk Investment Strategies Inc. 0.20% No change 222 $45K
Bare Financial Services, Inc 0.02% No change 203 $43K
Breakwater Investment Management 0.02% Add +66.9% 212 $43K
Ulland Investment Advisors, LLC 0.03% No change 209 $42K
Partnership Wealth Management, LLC 0.03% No change 207 $42K
nVerses Capital, LLC 0.02% New 200 $40K
Kathleen S. Wright Associates Inc. 0.02% No change 200 $40K
Briaud Financial Planning Inc 0.02% Reduce -0.5% 199 $40K
Strengthening Families & Communities, LLC 0.01% Add +47.4% 196 $40K
Richardson Capital Management LLC 0.03% Add +12.9% 192 $39K
Creative Capital Management Investments LLC 0.02% Reduce -30.0% 187 $38K
LGT Financial Advisors LLC 0.08% Reduce -94.0% 185 $37K
Lummis Asset Management, LP 0.05% No change 182 $37K
Robinswood Financial LLC 0.01% No change 174 $35K
Anfield Capital Management, LLC 0.02% New 170 $34K
Delos Wealth Advisors, LLC 0.03% No change 165 $33K
Fairway Wealth LLC 0.02% New 158 $32K
Glass Jacobson Investment Advisors llc 0.01% Reduce -74.8% 157 $32K
Lowe Wealth Advisors, LLC 0.01% No change 150 $30K
Carolina Wealth Advisors, LLC 0.01% No change 139 $28K
Clear Investment Research, LLC 0.03% Reduce -3.0% 130 $26K
New England Capital Financial Advisors LLC 0.01% No change 130 $26K
SWAN Capital LLC 0.01% New 125 $25K
Clarity Asset Management, Inc. 0.02% No change 122 $25K
Morton Brown Family Wealth, LLC 0.01% No change 115 $24K
Camelot Portfolios, LLC 0.01% New 113 $23K
Abich Financial Wealth Management LLC 0.02% Add +323.1% 110 $22K
Goodman Advisory Group, LLC 0.01% No change 93 $19K
ClariVest Asset Management LLC 0.00% Reduce -49.1% 86 $17K
WestEnd Advisors, LLC 0.00% Add +6.0% 71 $14K
New Age Alpha Advisors, LLC 0.01% New 52 $11K
Your Advocates Ltd., LLP 0.00% Reduce -66.7% 50 $10K
Cypress Capital, LLC 0.00% New 50 $10K
Westend Capital Management, LLC 0.00% Reduce -83.9% 47 $10K
Elequin Capital, LP 0.01% New 45 $9K
PFG Private Wealth Management, LLC 0.00% Reduce -44.1% 38 $8K
PayPay Securities Corp 0.54% No change 32 $6K
FSC Wealth Advisors, LLC 0.00% Reduce -91.4% 31 $6K
JDM Financial Group LLC 0.00% No change 29 $6K
Financial Gravity Asset Management, Inc. 0.00% Reduce -44.9% 27 $5K
Kessler Investment Group, LLC 0.00% No change 26 $5K
Sanctuary Wealth Management, L.L.C. 0.00% No change 20 $4K
Thomas J. Herzfeld Advisors, Inc. 0.00% New 19 $4K
Caitlin John, LLC 0.00% Reduce -23.8% 16 $3K
IFS Advisors, LLC 0.00% Add +10.0% 11 $2K
PEAK6 Investments LLC 0.00% New 3 $587
McClarren Financial Advisors, Inc. 0.00% Add +33.7% 1,415 $218

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