JPMorgan Chase &JPM

13F holders, Q3 2024 (September 30)
4,211holders +35
119new positions
98sold out
17famous investors
$210.82avg. 13F price*

At the end of Q3 2024, 4,211 institutions reported holding JPMorgan Chase & Co. (JPM) in their 13F filings, up 35 from Q2 2024. 119 opened new positions and 98 sold out. The largest holders were Vanguard Group Inc. ($57.4B), BlackRock, Inc. ($42.7B) and State Street Corp. ($26.6B). 17 famous investors held it, including Tom Russo (3.1% of Gardner Russo & Quinn's portfolio), Andreas Halvorsen (2.8% of Viking Global Investors's portfolio) and Ken Fisher (1.5% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions119$658.9M
Exits98$994.8M

All 13F filers, Q2 2024 → Q3 2024: 41,558,918 shares bought and 70,596,160 shares sold, net −29,037,242 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4,211 holders

Vanguard Group Inc. 1.03% Add +0.3% 272,150,400 $57.4B
BlackRock, Inc. 0.90% — 202,423,747 $42.7B
State Street Corp. 1.08% Add +0.1% 126,079,362 $26.6B
Morgan Stanley 1.06% Add +1.5% 69,216,888 $14.6B
Geode Capital Management, LLC 0.99% Add +0.9% 58,344,186 $12.3B
Bank of America Corp. 0.92% Reduce -2.7% 50,049,940 $10.6B
FMR LLC 0.62% Reduce -9.0% 48,329,287 $10.2B
Norges Bank 1.06% Reduce -3.3% 35,827,855 $7.6B
Capital World Investors 1.12% Reduce -6.4% 34,364,675 $7.2B
Capital International Investors 1.37% Reduce -5.3% 33,771,923 $7.1B
T. Rowe Price Associates Inc. 0.73% Reduce -2.8% 30,101,769 $6.3B
Wellington Management Group LLP 1.10% Reduce -17.0% 29,799,521 $6.3B
Northern Trust Corp. 1.01% Reduce -4.2% 29,330,529 $6.2B
Bank of New York Mellon Corp 0.99% Reduce -7.8% 25,159,942 $5.3B
Massachusetts Financial Services Co. 1.57% Reduce -10.8% 24,940,912 $5.3B
Wells Fargo & Company 1.26% Reduce -0.9% 24,483,043 $5.2B
Royal Bank of Canada 1.13% Reduce -1.8% 24,134,687 $5.1B
Ameriprise Financial Inc. 1.25% Reduce -1.8% 23,034,175 $4.9B
Dimensional Fund Advisors LP 1.12% Reduce -3.7% 21,852,881 $4.6B
Capital Research Global Investors 0.92% Add +4.8% 20,926,984 $4.4B
Charles Schwab Investment Management Inc. 0.81% Reduce -0.9% 20,031,941 $4.2B
UBS Group AG 1.13% Add +1.5% 19,108,878 $4.0B
Goldman Sachs Group Inc. 0.76% Add +3.4% 18,908,257 $4.0B
Legal & General Group Plc 1.02% Reduce -1.3% 18,387,232 $3.9B
Fisher Asset Management 1.45% Add +31.7% 16,784,272 $3.5B
Nuveen Asset Management, LLC 0.97% Reduce -4.9% 16,309,365 $3.4B
Franklin Resources Inc. 0.95% Add +7.2% 15,073,193 $3.3B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.82% Add +2.0% 15,084,919 $3.2B
Invesco Ltd. 0.55% Add +1.5% 13,444,967 $2.8B
Deutsche Bank AG 1.08% Reduce -3.0% 12,555,619 $2.6B
Neuberger Berman Group LLC 1.59% Reduce -2.8% 9,654,858 $2.0B
Raymond James & Associates 1.18% Add +0.5% 9,209,202 $1.9B
Barclays PLC 0.85% Reduce -11.9% 9,096,701 $1.9B
Boston Partners 2.16% Reduce -3.9% 8,659,369 $1.8B
Bank of Montreal 0.82% Add +7.3% 8,328,588 $1.8B
Sanders Capital, LLC 2.50% Add +0.6% 8,194,767 $1.7B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.79% Reduce -12.2% 8,132,911 $1.7B
HSBC Holdings PLC 1.07% Reduce -4.0% 8,105,115 $1.7B
Clearbridge Investments, LLC 1.21% Reduce -2.6% 7,264,820 $1.5B
Sumitomo Mitsui Trust Group, Inc. 1.03% Add +3.9% 7,017,646 $1.5B
Envestnet Asset Management Inc. 0.48% Reduce -3.7% 7,016,298 $1.5B
PNC Financial Services Group, Inc. 0.93% Reduce -0.9% 6,893,184 $1.5B
Arrowstreet Capital, Limited Partnership 1.17% Reduce -15.8% 6,531,055 $1.4B
California Public Employees Retirement System 0.95% Add +1.4% 6,470,897 $1.4B
Amundi 0.49% Add +7.7% 6,282,239 $1.3B
Alliancebernstein L.P. 0.42% Reduce -3.2% 5,981,361 $1.3B
Bessemer Group Inc. 2.05% Add +0.2% 5,906,710 $1.2B
Baird Financial Group, Inc. 2.40% Add +0.4% 5,864,943 $1.2B
Principal Financial Group Inc. 0.67% Add +3.2% 5,824,289 $1.2B
Schroder Investment Management Group 1.24% Add +0.7% 5,748,395 $1.2B
Primecap Management Co. 0.88% Add +1.1% 5,647,265 $1.2B
Unisphere Establishment 10.69% Reduce -0.7% 5,350,000 $1.1B
Rhumbline Advisers 1.01% Reduce -2.1% 5,302,664 $1.1B
National Pension Service 1.07% Add +15.3% 5,259,001 $1.1B
Janus Henderson Group PLC 0.52% Reduce -29.6% 4,840,104 $1.0B
TD Asset Management Inc 0.89% Add +2.4% 4,816,622 $1.0B
California State Teachers Retirement System 1.14% Reduce -0.5% 4,619,636 $974.1M
JPMorgan Chase & Co. 0.08% Add +7.7% 4,450,775 $938.5M
BNP Paribas Financial Markets 0.91% Add +43.8% 4,418,413 $931.7M
Citigroup Inc. 0.87% Add +24.8% 4,414,579 $930.9M
Healthcare of Ontario Pension Plan Trust Fund 2.26% Add +137.8% 4,376,176 $922.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.97% Add +8.1% 4,292,472 $905.1M
Swedbank AB 1.12% Reduce -1.4% 4,185,322 $882.5M
American Century Companies Inc. 0.51% Reduce -2.6% 4,175,176 $880.4M
Raymond James Financial Services Advisors, Inc. 1.16% Reduce -4.2% 4,126,602 $870.1M
Stifel Financial Corp. 0.91% Reduce -2.5% 4,120,257 $868.8M
Canada Pension Plan Investment Board 0.82% Add +23.0% 4,119,493 $868.6M
US Bancorp \de 1.05% Reduce -0.9% 3,894,508 $821.2M
New York State Common Retirement Fund 1.07% Reduce -7.2% 3,731,860 $786.9M
LPL Financial LLC 0.35% Add +6.7% 3,711,324 $782.6M
National Bank of Canada 1.04% Add +7.3% 3,705,584 $781.3M
Viking Global Investors 2.84% Add +22.8% 3,696,535 $779.5M
Corient Private Wealth LP 1.23% Add +2.6% 3,695,331 $779.2M
Ensign Peak Advisors, Inc 1.37% Reduce -0.8% 3,690,127 $778.1M
Voya Investment Management LLC 0.92% Add +65.6% 3,599,526 $759.0M
Robeco Institutional Asset Management B.V. 1.45% Add +12.2% 3,453,443 $728.2M
DekaBank Deutsche Girozentrale 1.33% Reduce -2.0% 3,427,167 $716.1M
CIBC Private Wealth Group LLC 1.25% Add +6.3% 3,312,554 $698.5M
Fayez Sarofim & Co 1.76% Add +3.4% 3,280,209 $691.7M
Allianz Asset Management GmbH 1.06% Reduce -1.0% 3,248,791 $685.0M
Prudential Financial Inc. 0.94% Reduce -6.4% 3,179,193 $670.4M
Truist Financial Corp. 0.95% Reduce -0.7% 2,857,873 $602.6M
FIL Ltd 0.54% Reduce -1.8% 2,835,673 $597.9M
Mackenzie Financial Corp. 0.83% Reduce -1.4% 2,829,143 $596.6M
State Board of Administration of Florida Retirement System 1.11% Reduce -2.2% 2,748,955 $579.6M
HighTower Advisors, LLC 0.85% Add +1.9% 2,734,317 $576.3M
Adage Capital Partners Gp, L.L.C. 1.02% Reduce -0.9% 2,730,866 $575.8M
Victory Capital Management Inc. 0.56% Reduce -3.6% 2,724,210 $574.4M
Rathbones Group PLC 2.88% Add +3.1% 2,706,772 $570.7M
Manufacturers Life Insurance Company, The 0.50% Reduce -2.5% 2,702,703 $569.9M
Caisse de depot et placement du Quebec 1.13% Add +93.6% 2,692,159 $567.7M
Nordea Investment Management AB 0.64% Add +0.6% 2,674,799 $560.4M
New York State Teachers Retirement System 1.12% Reduce -4.7% 2,577,719 $543.5M
CANADA LIFE ASSURANCE Co 0.95% Add +4.9% 2,571,021 $542.6M
Mariner, LLC 0.94% Add +3.4% 2,518,890 $531.1M
Capital Wealth Planning, LLC 4.92% Add +1.7% 2,500,288 $527.2M
Blair William & Co. 1.49% Add +0.2% 2,409,476 $508.1M
Storebrand Asset Management As 1.60% Reduce -7.9% 2,404,097 $506.9M
1832 Asset Management L.P. 0.82% Reduce -15.1% 2,324,980 $490.2M
Bank Julius Baer & Co. Ltd, Zurich 1.61% Reduce -6.9% 1,992,164 $477.7M
Chevy Chase Trust Holdings, LLC 1.45% Reduce -2.2% 2,244,409 $473.3M
Fifth Third Bancorp 1.71% Reduce -0.0% 2,242,497 $472.9M
Natixis Advisors, LLC 0.92% Reduce -2.0% 2,225,710 $469.3M
Royal London Asset Management Ltd. 1.15% Add +2.1% 2,216,813 $467.4M
Aberdeen Group plc 0.85% Reduce -0.7% 2,207,524 $462.6M
Korea Investment CORP 1.09% Reduce -15.2% 2,172,720 $458.1M
Lord, Abbett & Co. LLC 1.43% Reduce -13.1% 2,105,670 $444.0M
M&T Bank Corp 1.44% Reduce -2.4% 2,073,655 $437.3M
Brandywine Global Investment Management, LLC 2.88% Reduce -3.5% 1,929,797 $427.4M
Bahl & Gaynor LLC 2.19% Add +4.3% 2,015,899 $425.1M
Epoch Investment Partners, Inc. 1.86% Add +1.9% 1,970,814 $415.6M
Russell Investments Group, Ltd. 0.60% Add +10.3% 1,948,453 $410.8M
King Luther Capital Management Corp. 1.77% Reduce -2.4% 1,942,897 $409.7M
Danske Bank A/S 1.32% Add +1.7% 1,883,835 $397.2M
Janney Montgomery Scott LLC 1.06% Add +0.8% 1,793,267 $378.1M
Huntington National Bank 3.63% Reduce -0.7% 1,784,005 $376.2M
Commonwealth Equity Services, LLC 0.56% Reduce -4.0% 1,758,155 $370.7M
Aviva PLC 0.96% Add +1.6% 1,749,490 $368.9M
Keybank National Association 1.41% Reduce -1.3% 1,733,904 $365.6M
Mairs & Power Inc. 3.41% Reduce -0.2% 1,720,372 $362.8M
Rockefeller Capital Management L.P. 0.97% Reduce -5.5% 1,718,231 $362.3M
Cerity Partners LLC 0.80% Add +14.0% 1,715,050 $361.6M
State of Wisconsin Investment Board 0.90% Add +3.7% 1,699,241 $358.3M
First Trust Advisors LP 0.34% Add +1.4% 1,684,189 $355.1M
Public Employees Retirement Association of Colorado 1.39% Reduce -0.1% 1,664,806 $351.0M
Sarasin & Partners LLP 3.30% Add +46.5% 1,657,698 $349.5M
Thrivent Financial for Lutherans 0.66% Reduce -2.7% 1,646,181 $347.1M
Mitsubishi UFJ Trust & Banking Corp 0.78% Reduce -2.5% 1,619,090 $341.4M
Cibc World Market Inc. 0.75% Add +18.7% 1,581,836 $333.5M
Menora Mivtachim Holdings LTD. 2.10% Reduce -7.2% 1,577,248 $332.6M
Jennison Associates LLC 0.21% Add +14.3% 1,567,395 $330.5M
KBC Group NV 0.99% Add +48.9% 1,560,884 $329.1M
Ninety One UK Ltd 0.86% New 1,531,848 $323.0M
Cincinnati Insurance Co. 5.34% Reduce -24.8% 1,512,189 $318.9M
Focus Partners Wealth 1.02% Reduce -12.7% 1,509,936 $318.4M
UniSuper Management Pty Ltd 2.37% Reduce -12.9% 1,493,476 $314.9M
Haverford Trust Co 3.03% Reduce -1.2% 1,476,755 $311.4M
CI Investments Inc. 1.18% Add +3.2% 1,464,943 $308.9M
Wealth Enhancement Advisory Services, LLC 0.66% Reduce -7.0% 1,455,141 $306.8M
Skandinaviska Enskilda Banken AB (publ) 1.41% Add +18.5% 1,451,662 $306.1M
Pictet Asset Management Holding SA 0.33% Add +7.4% 1,441,285 $303.9M
Gardner Russo & Quinn 3.12% Reduce -3.5% 1,440,707 $303.8M
Pinebridge Investments, L.P. 2.24% Add +121.9% 1,413,152 $298.0M
Smead Capital Management, Inc. 4.24% Add +3.5% 1,409,521 $297.2M
Scotia Capital Inc. 1.59% Add +2.0% 1,406,663 $296.6M
Davis Selected Advisers 1.66% Reduce -24.3% 1,399,528 $295.1M
Cullen Capital Management, LLC 3.11% Reduce -10.4% 1,357,083 $286.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.85% Add +4.8% 1,352,013 $285.1M
Zacks Investment Management 2.43% Add +11.6% 1,326,172 $279.6M
Asset Management One Co., Ltd. 0.99% Add +1.0% 1,320,399 $278.4M
Public Employees Retirement System of Ohio 1.19% Reduce -0.9% 1,319,320 $278.2M
Glenmede Trust Co. NA 1.30% Add +0.3% 1,289,233 $271.8M
Treasurer of the State of North Carolina 1.07% Add +0.8% 1,272,330 $268.3M
Handelsbanken Fonder AB 1.05% Add +2.8% 1,263,820 $266.5M
Brown Advisory Inc. 0.33% Reduce -0.0% 1,261,289 $266.0M
Comerica Bank 1.04% Reduce -0.9% 1,240,920 $261.7M
STRS Ohio 1.00% Reduce -0.1% 1,231,974 $259.8M
Commerce Bank 1.58% Add +0.3% 1,219,680 $257.2M
Eagle Asset Management Inc. 1.30% Reduce -3.3% 1,072,548 $254.2M
Panagora Asset Management Inc. 1.19% Reduce -20.6% 1,182,496 $249.3M
Nomura Asset Management Co. Ltd. 0.77% Add +5.3% 1,174,598 $247.7M
Regions Financial Corp. 1.78% Reduce -1.0% 1,170,836 $246.9M
Great Lakes Advisors, LLC 2.07% Reduce -1.3% 1,170,130 $246.7M
Creative Planning 0.24% Add +3.1% 1,139,115 $240.2M
Vaughan Nelson Investment Management, L.P. 2.10% Reduce -17.0% 1,118,677 $235.9M
Loomis Sayles & Co. L P 0.30% Reduce -6.5% 1,082,967 $228.4M
State of Tennessee, Department of Treasury 0.80% Reduce -4.9% 1,081,415 $228.0M
OMERS ADMINISTRATION Corp 2.09% Reduce -0.1% 1,079,026 $227.5M
D. E. Shaw & Co. 0.32% Add +53.9% 1,078,054 $227.3M
State of New Jersey Common Pension Fund D 0.92% Add +0.1% 1,057,075 $222.9M
Bradley Foster & Sargent Inc. 3.72% Add +0.9% 1,053,769 $222.2M
Toronto Dominion Bank 0.39% Reduce -43.3% 1,052,996 $222.0M
Boston Trust Walden Corp 1.53% Reduce -1.0% 1,041,003 $219.5M
Cibc World Markets Corp. 1.58% Add +5.3% 1,031,158 $217.4M
Paralel Advisors LLC 9.47% No change 1,028,000 $216.8M
Credit Agricole S A 1.13% Add +16.2% 1,021,590 $215.4M
Teacher Retirement System of Texas 1.02% Add +32.2% 1,015,858 $214.2M
Empower Advisory Group, LLC 0.72% Add +0.5% 1,012,422 $213.5M
Thornburg Investment Management Inc. 2.75% Add +0.1% 1,002,707 $211.4M
ACR Alpine Capital Research, LLC 6.21% Reduce -1.0% 996,942 $210.2M
Public Sector Pension Investment Board 1.13% Reduce -36.9% 996,587 $210.1M
Northwestern Mutual Wealth Management Co. 0.19% Add +1.7% 993,654 $209.5M
JARISLOWSKY, FRASER Ltd 1.16% Reduce -4.7% 979,826 $206.6M
Natixis 1.25% Add +44.5% 969,860 $204.5M
Retirement Systems of Alabama 0.76% Reduce -4.5% 967,142 $203.9M
Rafferty Asset Management, LLC 0.70% Reduce -4.5% 964,586 $203.4M
Nisa Investment Advisors, LLC 1.20% Reduce -2.0% 964,358 $203.3M
Bristol John W & Co. Inc. 3.22% Reduce -1.4% 955,653 $201.5M
Westwood Holdings Group Inc. 1.53% Add +7.2% 940,578 $198.3M
Compagnie Lombard Odier SCmA 3.07% Reduce -1.3% 935,331 $197.2M
Bank of Nova Scotia 0.40% Reduce -52.0% 926,827 $195.4M
Resona Asset Management Co.,Ltd. 1.11% Reduce -1.7% 909,221 $191.7M
TD Waterhouse Canada Inc. 1.54% Add +3.5% 919,676 $190.2M
Macquarie Group Ltd. 0.20% Reduce -37.3% 895,496 $188.8M
DNB Asset Management AS 0.85% Reduce -28.3% 893,013 $188.3M
Pzena Investment Management LLC 0.60% Reduce -7.9% 884,350 $186.5M
Osaic Holdings, Inc. 0.42% Reduce -4.9% 883,525 $186.4M
Cetera Investment Advisers 0.41% Add +0.2% 881,974 $186.0M
Tredje AP-fonden 1.62% No change 846,501 $178.5M
Sanctuary Advisors, LLC 1.13% Add +7.8% 716,329 $178.0M
MML Investors Services, LLC 0.64% Add +4.1% 834,666 $176.0M
Arizona State Retirement System 1.09% Reduce -1.1% 823,377 $173.6M
Allspring Global Investments Holdings, LLC 0.26% Add +3.1% 805,720 $169.9M
Sei Investments Co. 0.22% Add +4.0% 803,488 $169.4M
First Financial Bankshares Inc 3.54% Reduce -1.1% 797,970 $168.3M
Cardano Risk Management B.V. 2.96% Add +3.2% 794,613 $167.6M
Douglas Lane & Associates, LLC 2.30% Reduce -4.4% 791,945 $167.0M
Homestead Advisers Corp 3.97% Reduce -2.3% 790,636 $166.7M
LSV Asset Management 0.35% Reduce -6.7% 774,900 $163.4M
State of Michigan Retirement System 0.81% Reduce -1.5% 774,831 $163.4M
AQR Capital Management 0.22% Add +28.6% 782,142 $162.3M
Bartlett & Co. Wealth Management LLC 2.33% Reduce -2.7% 769,492 $162.3M
Ferguson Wellman Capital Management, Inc. 3.13% Reduce -0.6% 767,664 $161.9M
Employees Retirement System of Texas 1.65% Reduce -3.9% 765,800 $161.5M
NorthCoast Asset Management LLC 1.14% Reduce -12.4% 810,809 $161.2M
Quilter Plc 3.26% Reduce -1.8% 758,445 $159.9M
Clark Capital Management Group, Inc. 1.09% Reduce -23.3% 756,806 $159.6M
James Hambro & Partners LLP 6.55% Reduce -2.1% 745,636 $157.2M
Capital Group Private Client Services, Inc. 1.49% Reduce -3.4% 743,883 $156.9M
Calamos Advisors LLC 1.08% Reduce -1.3% 741,947 $156.4M
Forsta Ap-Fonden 1.20% Add +10.1% 741,400 $156.3M
MetLife Investment Management, LLC 0.90% Reduce -3.4% 740,203 $156.1M
Captrust Financial Advisors 0.46% Add +1.7% 734,375 $154.9M
Stonegate Investment Group, LLC 4.06% Add +1.3% 730,200 $154.0M
AEGON ASSET MANAGEMENT UK Plc 2.03% Reduce -5.9% 707,945 $149.2M
AXA S.A. 0.44% Reduce -17.4% 706,656 $149.0M
Gateway Investment Advisers LLC 1.63% Reduce -0.0% 702,781 $148.2M
Welch & Forbes LLC 1.89% Reduce -0.9% 702,477 $148.1M
Susquehanna International Group, LLP 0.25% Reduce -23.4% 695,893 $146.7M
Mercer Global Advisors Inc. 0.34% Add +10.4% 706,851 $146.7M
EP Wealth Advisors, LLC 1.26% Add +6.9% 694,179 $146.4M
Corebridge Financial, Inc. 0.77% Reduce -3.7% 685,239 $144.5M
Mirae Asset Global Investments Co., Ltd. 0.64% Add +16.0% 692,809 $143.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.53% Add +3.4% 676,102 $142.6M
ProShare Advisors LLC 0.34% Reduce -6.3% 662,015 $139.6M
Los Angeles Capital Management LLC 0.56% Reduce -13.5% 658,981 $139.0M
Evercore Wealth Management, LLC 2.08% Reduce -1.1% 656,148 $138.4M
Kestra Advisory Services, LLC 0.74% Reduce -6.2% 636,355 $134.2M
Atalanta Sosnoff Capital, LLC 2.85% Reduce -0.5% 630,303 $132.9M
Pinnacle Financial Partners Inc 2.66% Reduce -0.6% 626,920 $132.2M
Peapack Gladstone Financial Corp. 1.90% Reduce -0.7% 626,101 $132.0M
Mn Services Vermogensbeheer B.V. 0.93% Reduce -4.2% 626,100 $132.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.82% Reduce -1.8% 619,365 $130.6M
Steward Partners Investment Advisory, LLC 1.20% Add +10.3% 616,824 $130.1M
Whittier Trust Co. 1.72% Reduce -4.6% 607,673 $128.1M
NewEdge Advisors, LLC 0.83% Add +11.2% 605,089 $127.6M
Cambridge Investment Research Advisors, Inc. 0.43% Add +1.6% 602,385 $127.0M
Oppenheimer Asset Management Inc. 1.53% Reduce -1.8% 601,354 $126.8M
Factory Mutual Insurance Co. 1.29% Add +3.5% 592,425 $124.9M
DAVENPORT & Co LLC 0.73% Reduce -40.5% 589,594 $124.3M
Cresset Asset Management, LLC 0.48% Add +1.9% 586,341 $123.6M
Czech National Bank 1.23% Add +5.9% 579,485 $122.2M
IFM Investors Pty Ltd 1.17% Reduce -0.5% 578,345 $121.9M
Williams Jones Wealth Management, LLC. 1.43% Reduce -0.2% 577,841 $121.8M
Teachers Retirement System of the State of Kentucky 1.06% Add +15.3% 576,669 $121.6M
Morningstar Investment Services LLC 1.24% Reduce -0.5% 575,463 $121.1M
Varma Mutual Pension Insurance Co 0.96% Reduce -4.4% 545,111 $121.0M
Amalgamated Bank 0.98% Reduce -2.8% 562,511 $118.6M
Assetmark, Inc. 0.34% Add +3.3% 557,978 $117.7M
Agf Management Ltd. 0.59% Reduce -1.9% 553,435 $116.7M
Bridges Investment Management Inc. 1.63% Reduce -1.1% 552,321 $116.5M
Candriam S.C.A. 0.66% Add +9.0% 541,461 $114.2M
Employees Provident Fund Board 1.54% Add +27.4% 533,677 $112.5M
TCW Group Inc. 0.98% Reduce -7.4% 532,798 $112.3M
O'shaughnessy Asset Management, LLC 0.98% Add +5.3% 498,113 $110.3M
Qube Research & Technologies Ltd 0.20% Add +503.1% 520,031 $109.7M
Nissay Asset Management Corp. /Japan 0.69% Add +5.1% 519,736 $109.6M
Commerzbank Aktiengesellschaft 2.89% Reduce -0.4% 514,443 $108.5M
Federation des caisses Desjardins du Quebec 0.53% Reduce -1.8% 511,182 $107.8M
Acadian Asset Management LLC 0.33% Reduce -1.4% 509,902 $107.5M
Tiaa Trust, National Association 0.32% Reduce -4.9% 509,643 $107.5M
Capital International, Inc. 1.35% Reduce -1.7% 508,053 $107.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.26% Reduce -10.6% 503,458 $106.2M
LGT Group Foundation 1.74% Add +1.1% 511,501 $106.0M
CIBC Asset Management Inc 0.34% Add +6.3% 498,375 $105.0M
Wilkinson Global Asset Management LLC 6.22% Reduce -3.1% 489,380 $103.2M
Crawford Investment Counsel Inc. 1.76% Reduce -2.0% 486,814 $102.6M
QRG Capital Management, Inc. 1.11% Add +5.1% 486,182 $102.5M
SG Americas Securities, LLC 0.39% Add +10.1% 486,076 $102.5M
Capital Advisors Inc. 2.05% Reduce -13.6% 485,250 $102.3M
UMB Bank, n.a. 1.59% Reduce -2.1% 484,536 $102.2M
Staley Capital Advisers Inc. 4.52% Reduce -0.3% 479,383 $101.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.61% Reduce -12.9% 479,155 $101.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 1.02% — 476,214 $100.4M
Citadel Advisors 0.11% Reduce -52.8% 474,397 $100.0M
Utah Retirement Systems 1.13% Add +0.4% 474,369 $100.0M
AMF Tjanstepension AB 0.71% Add +17.2% 473,785 $100.0M
Financial Counselors Inc. 1.47% Add +4.6% 470,380 $99.2M
Basswood Capital Management, L.L.C. 5.11% No change 469,496 $99.0M
Sapient Capital LLC 1.98% Add +1.7% 467,473 $98.6M
Mawer Investment Management Ltd. 0.44% Reduce -5.5% 461,964 $97.4M
Eastern Bank 1.72% Add +153.4% 455,764 $96.1M
USS Investment Management Ltd 0.70% Reduce -2.4% 453,622 $95.6M
Pathstone Holdings, LLC 0.43% Reduce -0.6% 452,101 $95.3M
Jones Financial Companies LLLP 0.10% Add +55.0% 445,031 $93.7M
Advisors Capital Management, LLC 1.52% Add +0.3% 441,641 $93.1M
APG Asset Management N.V. 0.61% Reduce -88.1% 488,733 $92.3M
Daiwa Securities Group Inc. 0.43% Add +4.0% 436,730 $92.1M
Rwa Wealth Partners, LLC 1.14% Add +6.5% 433,596 $91.4M
Beck Mack & Oliver LLC 1.76% Reduce -0.3% 428,734 $90.4M
Stock Yards Bank & Trust Co. 2.90% Reduce -2.1% 427,305 $90.1M
Cooke & Bieler LP 0.82% Reduce -2.5% 426,509 $89.9M
Glenview Trust Co 1.70% Reduce -0.6% 418,320 $88.2M
Xponance LLC 0.84% Reduce -0.6% 413,551 $87.2M
D.A. Davidson & Co. 0.72% Add +0.1% 410,413 $86.5M
Yousif Capital Management, LLC 0.94% Reduce -2.3% 409,497 $86.3M
Federated Hermes, Inc. 0.19% Reduce -12.3% 408,965 $86.2M
W1M Investment Management Ltd 1.42% Add +26.4% 408,819 $86.2M
Curi Capital, LLC 1.96% Add +0.5% 408,492 $86.1M
Border to Coast Pensions Partnership Ltd 1.75% Reduce -0.3% 407,516 $85.7M
E. Ohman J:or Asset Management AB 2.12% Add +0.8% 406,133 $85.6M
Berkshire Asset Management LLC 4.32% No change 419,868 $84.9M
Guidance Point Advisors, LLC 25.69% Reduce -0.0% 401,698 $84.7M
Hardy Reed LLC 7.57% Add +0.0% 400,929 $84.5M
Gabelli Funds LLC 0.62% Reduce -7.1% 400,650 $84.5M
BI Asset Management Fondsmaeglerselskab A/S 1.46% Reduce -0.8% 400,645 $84.5M
Investment Management Corp of Ontario 1.88% Reduce -27.2% 400,225 $84.4M
M&G PLC 0.52% Add +2.9% 398,102 $84.0M
HRT Financial LP 0.42% Reduce -2.1% 397,893 $83.9M
Associated Banc-Corp 2.45% Reduce -0.6% 395,886 $83.5M
Man Group plc 0.24% Reduce -46.1% 393,113 $82.9M
Cullen/Frost Bankers, Inc. 1.12% Reduce -0.5% 390,639 $82.4M
Beacon Pointe Advisors, LLC 0.95% Reduce -1.2% 390,200 $82.3M
Park National Corp. 2.88% Reduce -6.8% 389,639 $82.2M
TCTC Holdings, LLC 2.77% Add +0.9% 388,530 $81.9M
Becker Capital Management Inc. 2.66% Reduce -0.7% 388,080 $81.8M
Zurich Insurance Group Ltd 0.69% Reduce -58.1% 386,419 $81.5M
Pinnacle Associates Ltd. 1.38% Add +4.7% 478,369 $81.4M
United Capital Financial Advisors, LLC 0.66% Reduce -1.4% 382,120 $80.6M
New York Life Investment Management LLC 0.78% Reduce -3.8% 379,281 $80.0M
ABN AMRO Bank N.V. 1.09% Add +6.2% 379,324 $79.4M
Mutual of America Capital Management LLC 0.83% Reduce -4.2% 375,858 $79.3M
NewEdge Wealth, LLC 1.43% Add +23.9% 374,653 $79.0M
Manning & Napier Advisors LLC 0.87% Reduce -13.6% 374,638 $79.0M
Prio Wealth Limited Partnership 2.30% Reduce -5.6% 372,238 $78.5M
Raymond James Trust N.A. 1.70% Add +1.9% 370,344 $78.1M
Stephens Inc. 1.10% Add +28.5% 367,430 $77.5M
Smith Chas P & Associates Pa Cpas 4.35% Reduce -3.8% 366,304 $77.2M
Vaughan David Investments LLC 1.78% Reduce -0.8% 366,130 $77.2M
Cwm, LLC 0.33% Add +6.7% 364,410 $76.8M
Wilmington Savings Fund Society, FSB 1.38% Add +57.8% 363,152 $76.6M
Waters Parkerson & Co., LLC 3.86% Reduce -1.4% 360,850 $76.1M
Oppenheimer & Co. Inc. 1.16% Reduce -0.2% 359,551 $75.8M
Envestnet Portfolio Solutions, Inc. 0.24% Reduce -1.8% 355,778 $75.0M
Fullerton Fund Management Co Ltd. 3.15% Add +23.5% 355,589 $75.0M
B. Metzler seel. Sohn & Co. Holding AG 0.74% — 354,189 $74.7M
B. Metzler seel. Sohn & Co. AG 0.74% Add +14.8% 354,189 $74.7M
Principle Wealth Partners LLC 5.27% Reduce -0.3% 352,720 $74.4M
Carnegie Investment Counsel 2.18% Reduce -0.1% 351,681 $74.2M
AE Wealth Management LLC 0.67% Reduce -20.1% 351,198 $74.1M
Consulta Ltd 4.56% Reduce -30.0% 350,000 $73.8M
Todd Asset Management LLC 1.71% Add +40.6% 349,223 $73.6M
RNC Capital Management LLC 4.08% No change 363,669 $73.6M
Groupama Asset Managment 1.91% Add +7.8% 429,014 $72.6M
Flputnam Investment Management Co. 1.30% Reduce -1.2% 337,194 $72.3M
GMO 0.23% Reduce -10.4% 342,478 $72.2M
Davis R M Inc. 1.39% Reduce -1.1% 341,073 $71.9M
Donaldson Capital Management, LLC 2.75% Add +1.0% 339,481 $71.6M
Barr E S & Co. 4.46% Reduce -7.0% 339,096 $71.5M
MAI Capital Management 0.68% Reduce -5.2% 338,479 $71.4M
Henshaw Capital LLC 2.98% No change 337,139 $71.1M
Guggenheim Capital LLC 0.50% Reduce -3.2% 335,736 $70.8M
Banco Santander, S.A. 0.83% Reduce -4.5% 334,974 $70.6M
State of Alaska, Department of Revenue 0.75% Add +4.2% 334,677 $70.6M
Ilmarinen Mutual Pension Insurance Co 0.77% Add +5.0% 334,569 $70.5M
Marsico Capital Management LLC 1.97% New 334,323 $70.5M
Private Advisor Group, LLC 0.44% Reduce -0.0% 332,742 $70.5M
HM Payson & Co. 1.19% Add +1.1% 329,755 $69.5M
Swiss Life Asset Management Ltd 0.79% Reduce -14.9% 329,308 $69.4M
Vanguard Personalized Indexing Management, LLC 1.12% Add +12.7% 328,502 $69.3M
Miller Howard Investments Inc. 2.10% Add +8.3% 323,487 $68.2M
Quintet Private Bank (Europe) S.A. 3.89% Add +16.4% 322,510 $68.0M
Mesirow Financial Investment Management, Inc. 1.32% Reduce -0.7% 322,499 $68.0M
Fiduciary Trust Co 0.95% Add +4.5% 320,930 $67.7M
&partners 1.30% Add +112.3% 318,418 $67.1M
Citizens Financial Group Inc. 1.35% Add +5.5% 317,501 $66.9M
Avantax Advisory Services, Inc. 0.43% Add +2.1% 313,730 $66.2M
MassMutual Private Wealth & Trust, FSB 1.88% Reduce -0.2% 312,927 $66.0M
JTC Employer Solutions Trustee Ltd 4.29% Reduce -1.8% 311,631 $65.7M
Impax Asset Management Group plc 0.26% Reduce -8.1% 311,084 $65.6M
Capital International Sarl 1.68% Add +12.6% 310,966 $65.6M
Wesbanco Bank Inc. 2.22% Reduce -2.9% 309,420 $65.2M
Welch Group, LLC 2.80% Reduce -1.0% 305,937 $64.5M
Synovus Financial Corp. 0.74% Reduce -0.9% 304,581 $64.2M
Searle & Co. 16.00% Add +8.3% 304,242 $64.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.15% Reduce -7.3% 304,208 $64.1M
Ancora Advisors LLC 1.46% Add +1.0% 304,071 $64.1M
Dodge & Cox 0.04% Reduce -1.4% 303,575 $64.0M
Meyer Handelman Co. 2.13% Add +3.3% 299,189 $63.1M
Badgley Phelps Wealth Managers, LLC 1.46% Add +0.7% 298,812 $63.0M
Kestra Private Wealth Services, LLC 1.15% Add +5.6% 297,729 $62.8M
Aristotle Atlantic Partners, LLC 1.94% Add +2.3% 295,975 $62.4M
Whittier Trust Co. of Nevada Inc. 1.61% Reduce -4.8% 295,061 $62.2M
Brandes Investment Partners, LP 0.70% Add +0.8% 294,031 $62.0M
Worldquant Millennium Advisors LLC 0.45% Add +152.5% 290,796 $61.3M
PGGM Investments 0.78% Add +0.4% 290,167 $61.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.61% Add +36.7% 290,166 $61.1M
Bokf, NA 1.08% Reduce -0.1% 297,560 $61.1M
Argent Trust Co 2.51% Reduce -2.3% 286,995 $60.5M
Lockheed Martin Investment Management Co. 2.80% Add +130.6% 286,400 $60.4M
Andra AP-fonden 0.89% Add +5.9% 285,900 $60.3M
Cannell & Spears LLC 1.18% Reduce -0.7% 284,189 $59.9M
Sequoia Financial Advisors, LLC 0.64% Add +6.7% 283,286 $59.7M
Nicholas Company, Inc. 0.97% Reduce -2.4% 282,350 $59.5M
Achmea Investment Management B.V. 0.98% Reduce -3.2% 281,480 $59.4M
Ieq Capital, LLC 0.73% Add +3.7% 280,335 $59.1M
Tocqueville Asset Management L.P. 0.92% Reduce -0.6% 279,076 $58.8M
Vontobel Holding Ltd. 0.19% Reduce -1.1% 278,989 $58.8M
Roffman Miller Associates Inc. 3.56% Reduce -0.5% 276,843 $58.4M
Lido Advisors, LLC 0.44% Reduce -10.9% 273,105 $57.6M
Elo Mutual Pension Insurance Co 1.23% Add +11.2% 272,921 $57.5M
Wealthfront Advisers LLC 0.18% Add +0.6% 272,416 $57.4M
Seizert Capital Partners, LLC 2.59% Reduce -19.4% 271,995 $57.4M
North Star Investment Management Corp. 3.96% Reduce -2.3% 271,642 $57.3M
Allworth Financial LP 0.35% Reduce -2.2% 271,337 $57.2M
Prudential PLC 0.29% Add +8.1% 270,520 $57.0M
Beacon Investment Advisory Services, Inc. 2.36% Reduce -0.4% 269,477 $56.8M
Atria Investments, Inc 0.70% Reduce -2.7% 267,271 $56.4M
Adams Diversified Equity Fund, Inc. 2.04% Reduce -13.6% 262,963 $55.4M
Deprince Race & Zollo Inc. 1.06% Reduce -1.3% 262,258 $55.3M
Bowen Hanes & Co. Inc. 1.44% Add +624.5% 260,657 $55.0M
Quantinno Capital Management LP 0.71% Add +48.0% 260,287 $54.9M
Capitolis Liquid Global Markets LLC 0.58% Reduce -1.2% 259,500 $54.7M
United Services Automobile Association 1.39% Reduce -21.8% 257,734 $54.3M
Kimelman & Baird, LLC 4.32% Reduce -0.8% 256,612 $54.1M
Renaissance Technologies 0.08% New 254,865 $53.7M
Markel Group 0.48% No change 252,550 $53.3M
Migdal Insurance & Financial Holdings Ltd. 0.86% Add +0.0% 252,535 $53.2M
Daymark Wealth Partners, LLC 2.25% Add +0.6% 352,000 $53.2M
iA Global Asset Management Inc. 0.93% Reduce -5.0% 251,393 $53.0M
Clearstead Advisors, LLC 0.82% Add +0.6% 250,405 $52.8M
Polar Capital Holdings Plc 0.25% Add +7.7% 249,943 $52.7M
Stratos Wealth Partners, LTD. 0.77% Add +13.3% 249,556 $52.6M
ZWJ Investment Counsel Inc. 2.12% Reduce -0.8% 246,467 $52.0M
Foundry Partners, LLC 2.57% Reduce -0.6% 246,265 $51.9M
Florida Trust Wealth Management Co 1.66% Add +0.3% 246,049 $51.9M
Oregon Public Employees Retirement Fund 0.96% Reduce -1.3% 243,474 $51.3M
Sculptor Capital LP 1.58% Reduce -50.0% 243,300 $51.3M
Alpha Cubed Investments, LLC 2.28% Add +34.4% 243,172 $51.3M
Argent Capital Management LLC 1.42% Reduce -1.9% 242,709 $51.2M
Crestwood Advisors Group, LLC 0.98% Reduce -2.5% 242,624 $51.2M
McDonald Capital Investors Inc. 3.13% Reduce -2.1% 241,505 $50.9M
Ceredex Value Advisors LLC 0.99% Reduce -19.7% 240,256 $50.7M
Country Trust Bank 1.24% Reduce -6.6% 240,069 $50.6M
Allianz SE 1.36% Reduce -2.1% 239,294 $50.5M
First Horizon Advisors, Inc. 1.40% Reduce -1.4% 239,266 $50.5M
Sabal Trust CO 2.73% Reduce -4.1% 238,313 $50.3M
Destination Wealth Management 1.56% Reduce -2.5% 238,123 $50.2M
Martingale Asset Management L P 1.15% Add +109.2% 237,988 $50.2M
Aptus Capital Advisors, LLC 0.76% Add +14.6% 236,760 $49.9M
Busey Bank 1.63% Reduce -1.4% 236,365 $49.8M
Cambiar Investors LLC 1.92% Reduce -2.1% 236,111 $49.8M
Modera Wealth Management, LLC 0.63% Reduce -2.7% 235,776 $49.7M
Connor, Clark & Lunn Investment Management Ltd. 0.24% Reduce -58.3% 234,686 $49.5M
Squarepoint Ops LLC 0.16% Add +9.7% 234,514 $49.4M
First Manhattan Co. Llc. 0.15% Reduce -0.8% 233,910 $49.3M
Salem Investment Counselors Inc. 1.48% Add +1.2% 233,282 $49.2M
Moran Wealth Management, LLC 1.51% Reduce -0.2% 233,262 $49.2M
Johnson Investment Counsel Inc. 0.48% Add +2.7% 232,838 $49.1M
NorthCrest Asset Manangement, LLC 1.47% Add +0.9% 231,172 $48.7M
Pacer Advisors, Inc. 0.11% Reduce -3.4% 230,335 $48.6M
Mediolanum International Funds Ltd 0.67% Add +0.3% 230,287 $48.4M
GAMCO Investors 0.49% Reduce -3.7% 228,995 $48.3M
BNP Paribas 1.98% Add +3.0% 226,563 $47.7M
Gulf International Bank (UK) Ltd 1.22% Reduce -4.2% 225,999 $47.7M
Villere St Denis J & Co. LLC 3.95% Reduce -0.9% 224,839 $47.4M
Baker Avenue Asset Management, LP 1.48% Reduce -0.9% 220,950 $46.6M
Ingalls & Snyder LLC 1.82% Reduce -4.9% 219,599 $46.3M
Wharton Business Group, LLC 2.07% Add +11.3% 218,755 $46.1M
Hosking Partners LLP 1.78% Reduce -15.6% 218,732 $46.1M
Hancock Whitney Corp. 1.49% Reduce -3.3% 218,682 $46.1M
Venture Visionary Partners LLC 2.04% Add +0.8% 218,119 $46.0M
Capital Investment Advisors, LLC 0.95% Add +0.9% 217,861 $45.9M
Lazard Asset Management LLC 0.07% Reduce -15.3% 215,964 $45.5M
Polaris Capital Management, LLC 2.24% Reduce -0.9% 215,351 $45.4M
Heritage Investors Management Corp. 1.51% Reduce -2.6% 214,400 $45.2M
Crossmark Global Holdings, Inc. 0.81% Add +0.9% 213,660 $45.1M
Nexus Investment Management ULC 4.41% Reduce -12.3% 213,287 $45.0M
Chilton Capital Management LLC 1.87% Add +3.2% 212,896 $44.9M
Mill Capital Management, LLC 3.51% Reduce -0.2% 212,680 $44.8M
Illinois Municipal Retirement Fund 0.64% Add +6.7% 212,536 $44.8M
FreeGulliver LLC 26.58% Reduce -0.0% 212,269 $44.8M
Howard Capital Management Group, LLC 3.13% Reduce -0.7% 211,336 $44.6M
Trust Co. of Vermont 2.23% Add +1.5% 210,843 $44.5M
Klingenstein Fields & Co. LP 1.77% Reduce -0.4% 210,652 $44.4M
Main Street Research LLC 2.79% Add +2.9% 210,557 $44.4M
Taurus Asset Management, LLC 4.28% Reduce -0.2% 208,274 $43.9M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.36% Reduce -15.2% 205,193 $43.3M
Northeast Investment Management 1.92% Reduce -0.2% 203,656 $42.9M
Clifford Swan Investment Counsel LLC 1.52% Reduce -2.2% 203,444 $42.9M
Howe & Rusling Inc. 3.68% Add +4.5% 202,861 $42.8M
Van Lanschot Kempen Investment Management N.V. 0.43% Add +1.2% 201,985 $42.6M
Jupiter Asset Management Ltd. 0.37% Reduce -14.3% 201,633 $42.5M
GW&K Investment Management, LLC 0.36% Add +70.3% 201,374 $42.5M
SpiderRock Advisors, LLC 0.91% Add +34.7% 200,974 $42.4M
WestEnd Advisors, LLC 1.04% Add +282715.5% 200,799 $42.3M
Braun Stacey Associates Inc. 1.60% Reduce -1.3% 200,068 $42.2M
MUFG Securities EMEA plc 1.73% Reduce -55.6% 199,999 $42.2M
Clear Street LLC 0.98% No change 200,000 $42.2M
LBP Am SA 0.63% Reduce -2.9% 199,510 $42.1M
Maple Capital Management, Inc. 3.20% Add +0.6% 199,146 $42.0M
HighPoint Advisor Group LLC 2.44% Reduce -7.3% 198,769 $41.9M
Oakworth Capital, Inc. 2.90% Reduce -3.2% 198,553 $41.9M
Applied Finance Capital Management, LLC 1.79% Reduce -3.6% 198,456 $41.8M
Meitav Investment House Ltd. 0.70% Reduce -35.3% 197,551 $41.8M
Kentucky Retirement Systems 1.23% Reduce -8.4% 198,210 $41.8M
Orion Porfolio Solutions, LLC 0.41% Reduce -0.7% 197,642 $41.7M
Orion Portfolio Solutions, LLC 0.41% Reduce -0.7% 197,642 $41.7M
Meridian Wealth Management, LLC 2.05% Add +2.0% 197,560 $41.7M
Erste Asset Management GmbH 0.49% Reduce -1.3% 195,153 $41.1M
WASHINGTON TRUST Co 1.44% Reduce -3.3% 194,828 $41.1M
First National Trust Co 1.58% Reduce -0.7% 194,363 $41.0M
Natixis Investment Managers International 2.94% Reduce -14.1% 194,110 $40.9M
CW Advisors, LLC 0.55% Add +17.4% 194,018 $40.9M
Moody LYNN Lieberson & Walker, LLC 2.52% Add +0.3% 193,872 $40.9M
Fort Pitt Capital Group, LLC 1.14% Reduce -2.4% 191,626 $40.4M
St Germain D J Co. Inc. 1.85% Reduce -1.2% 191,162 $40.3M
Conning Inc. 1.39% Reduce -2.8% 191,091 $40.3M
Bank Pictet & Cie (Europe) AG 0.95% No change 190,953 $40.3M
World Investment Advisors 1.26% Add +176.7% 190,752 $40.2M
Dakota Wealth Management 0.91% Add +4.0% 189,774 $40.0M
Rockland Trust Co. 1.97% Reduce -2.8% 189,526 $40.0M
Estabrook Capital Management 5.97% Reduce -0.9% 189,323 $39.9M
Thomasville National Bank 2.95% Reduce -7.5% 188,626 $39.8M
LMCG Investments, LLC 2.38% Reduce -2.6% 187,693 $39.6M
Silvercrest Asset Management Group LLC 0.27% Reduce -0.7% 187,292 $39.5M
Smith Salley Wealth Management 2.58% Add +2.5% 186,900 $39.4M
Segall Bryant & Hamill, LLC 0.53% Add +17.5% 184,622 $38.9M
Capital International Ltd. 1.68% Reduce -0.2% 184,514 $38.9M
Mizuho Securities USA LLC 0.84% Reduce -16.7% 184,494 $38.9M
Payden & Rygel 2.99% Add +0.3% 184,050 $38.8M
Abrams Bison Investments, LLC 3.35% No change 184,000 $38.8M
Fort Washington Investment Advisors Inc. 0.23% Reduce -0.0% 182,589 $38.5M
Nippon Life Global Investors Americas, Inc. 1.65% Reduce -20.3% 182,560 $38.5M
Cornerstone Investment Partners, LLC 1.89% Reduce -27.2% 181,333 $38.2M
Highland Capital Management, LLC 2.18% Reduce -5.0% 180,911 $38.1M
Central Securities Corp 3.68% Reduce -10.0% 180,000 $38.0M
Levin Capital Strategies, L.P. 3.67% Reduce -0.8% 179,880 $37.9M
Hartford Investment Management Co. 1.24% Reduce -2.7% 179,073 $37.8M
Equitable Holdings, Inc. 0.36% Reduce -1.8% 177,867 $37.5M
American Assets Investment Management, LLC 3.28% No change 177,600 $37.4M
NS Partners Ltd 1.57% Add +0.7% 176,661 $37.3M
KCM Investment Advisors LLC 1.27% Reduce -0.1% 176,033 $37.1M
Private Wealth Partners, LLC 2.95% Reduce -22.8% 175,392 $37.0M
Blue Chip Partners, LLC 3.21% Reduce -2.2% 174,980 $36.9M
Atria Wealth Solutions, Inc. 0.40% Reduce -3.8% 174,675 $36.8M
Gradient Investments LLC 0.76% Reduce -11.4% 173,992 $36.7M
Chesley Taft & Associates LLC 1.74% Reduce -15.8% 173,332 $36.5M
Fishman Jay A Ltd. 3.60% Reduce -0.1% 171,932 $36.3M
Community Trust & Investment Co. 2.30% Add +2.3% 171,854 $36.2M
Deroy & Devereaux Private Investment Counsel Inc. 2.07% Add +1.3% 171,464 $36.2M
CENTRAL TRUST Co 0.84% Reduce -2.5% 170,903 $36.0M
Cornerstone Advisors, LLC 1.42% Add +9.5% 170,700 $36.0M
Randolph Co Inc 4.18% Reduce -0.0% 170,423 $35.9M
Independent Advisor Alliance 1.31% Reduce -1.9% 170,319 $35.9M
Anchor Capital Advisors LLC 0.95% Reduce -2.8% 169,822 $35.8M
Northeast Financial Consultants Inc 1.56% Add +0.0% 169,675 $35.8M
Allen Investment Management, LLC 0.42% No change 169,431 $35.7M
Chartwell Investment Partners, LLC 1.23% Reduce -11.6% 169,325 $35.7M
Livforsakringsbolaget Skandia, Omsesidigt 1.91% Add +39.0% 168,860 $35.6M
Townsquare Capital LLC 0.42% Reduce -8.4% 167,232 $35.3M
Matrix Asset Advisors Inc. 3.91% Reduce -7.9% 166,791 $35.2M
Farmers & Merchants Investments Inc. 1.09% Add +1.4% 166,561 $35.1M
Barrow Hanley Mewhinney & Strauss LLC 0.11% Reduce -10.4% 166,299 $35.1M
Performance Wealth Partners, LLC 1.20% Add +6.3% 165,601 $34.9M
Maryland State Retirement & Pension System 0.73% Reduce -26.2% 164,808 $34.8M
Sandy Spring Bank 1.43% Reduce -0.3% 164,756 $34.7M
Choreo, LLC 0.50% Add +14.7% 166,026 $34.4M
HB Wealth Management, LLC 0.37% Add +1.7% 162,915 $34.4M
Private Management Group Inc. 1.20% Reduce -13.8% 162,040 $34.2M
First Citizens Bank & Trust Co. 0.75% Reduce -3.2% 162,013 $34.2M
Madison Asset Management, LLC 0.38% Reduce -8.1% 161,933 $34.1M
Rakuten Investment Management, Inc. 0.20% Add +32.2% 161,700 $34.0M
National Mutual Insurance Federation of Agricultural Cooperatives 0.30% No change 160,900 $33.9M
Marco Investment Management LLC 2.92% Reduce -0.1% 160,354 $33.8M
Louisiana State Employees Retirement System 0.62% Reduce -1.4% 160,200 $33.8M
Eagle Global Advisors LLC 1.67% Reduce -0.5% 159,962 $33.7M
Metis Global Partners, LLC 1.05% Add +2.0% 159,728 $33.7M
First National Bank of Omaha 2.15% Reduce -9.0% 159,056 $33.5M
Atlantic Union Bankshares Corp 1.94% Reduce -0.3% 158,648 $33.5M
Hantz Financial Services, Inc. 0.59% Reduce -3.2% 158,044 $33.3M
FUKOKU MUTUAL LIFE INSURANCE Co 2.38% Reduce -3.8% 157,730 $33.3M
Stonebridge Capital Advisors LLC 2.71% Add +0.1% 157,383 $33.2M
Securian Asset Management, Inc. 0.96% Reduce -4.7% 157,361 $33.2M
MMBG Investment Advisors Co. 3.45% Reduce -0.1% 156,582 $33.0M
Jane Street Group, LLC 0.05% Reduce -88.9% 156,447 $33.0M
Daiichi Life Insurance Co., Ltd. 0.82% Reduce -19.9% 154,708 $32.6M
Rothschild Investment LLC 2.13% Reduce -1.7% 154,209 $32.5M
Oak Associates Ltd. 2.18% Reduce -0.9% 153,523 $32.4M
Prospera Financial Services Inc 0.83% Add +7.1% 153,395 $32.4M
Wilsey Asset Management Inc. 5.91% Reduce -0.4% 152,812 $32.2M
SouthState Bank Corp 2.22% Reduce -0.1% 152,473 $32.2M
GYL Financial Synergies, LLC 2.42% Reduce -1.7% 152,385 $32.1M
Vestor Capital, LLC 2.51% Add +21.9% 151,286 $31.9M
Franklin Street Advisors Inc. 2.15% Reduce -0.3% 151,169 $31.9M
Carret Asset Management, LLC 3.44% Reduce -0.7% 150,292 $31.7M
FineMark National Bank & Trust 1.10% Add +2.0% 150,176 $31.7M
Prime Capital Investment Advisors, LLC 0.45% Add +11.5% 149,919 $31.6M
Appleton Partners Inc. 2.32% Reduce -2.5% 149,436 $31.5M
Axxcess Wealth Management, LLC 0.78% Add +5.3% 147,291 $31.1M
Bryn Mawr Trust Advisors, LLC 1.68% Reduce -1.1% 147,191 $31.0M
Great Valley Advisor Group, Inc. 0.76% Add +7.5% 147,061 $31.0M
Valeo Financial Advisors, LLC 0.88% Reduce -0.7% 171,249 $31.0M
Bollard Group LLC 0.82% Add +4.0% 146,557 $30.9M
Integrated Wealth Concepts LLC 0.38% Add +1.5% 146,470 $30.9M
Lowe Brockenbrough & Co. Inc. 1.97% Reduce -5.5% 146,167 $30.8M
Schwerin Boyle Capital Management Inc. 3.22% Reduce -6.7% 145,836 $30.8M
Advisory Services Network, LLC 0.63% No change 151,477 $30.6M
Bridgeway Capital Management, LLC 0.66% Add +1.4% 145,252 $30.6M
Wesleyan Assurance Society 2.43% No change 145,257 $30.6M
Dixon Mitchell Investment Counsel Inc. 1.39% Add +5.4% 144,932 $30.6M
First Fiduciary Investment Counsel, Inc. 6.12% Reduce -1.7% 144,841 $30.5M
Snowden Capital Advisors LLC 0.92% Add +1.2% 144,302 $30.4M
Savant Capital, LLC 0.25% Add +16.6% 144,004 $30.4M
RiverFront Investment Group, LLC 0.71% Add +15.6% 143,914 $30.3M
Abn Amro Investment Solutions 0.53% Reduce -1.9% 143,622 $30.3M
NBT Bank, N.A. 2.03% Reduce -2.3% 143,028 $30.2M
Parsons Capital Management Inc. 1.91% Reduce -0.2% 142,653 $30.1M
NFJ Investment Group, LLC 0.88% Reduce -3.1% 142,646 $30.1M
Janney Capital Management LLC 2.02% Reduce -7.2% 142,204 $30.0M
OneDigital Investment Advisors LLC 0.34% Reduce -2.0% 141,738 $29.9M
Benjamin Edwards Inc. 0.43% Add +424.9% 140,556 $29.7M
New Mexico Educational Retirement Board 1.00% Reduce -3.6% 140,450 $29.6M
Manitou Investment Management Ltd. 5.62% Reduce -16.6% 140,215 $29.6M
LaFleur & Godfrey LLC 4.07% Reduce -5.6% 139,983 $29.5M
Vest Financial, LLC 0.57% Add +20.8% 139,689 $29.5M
Tidal Investments LLC 0.32% Add +3.3% 139,509 $29.4M
Noesis Capital Mangement Corp. 5.83% Add +11.2% 139,207 $29.4M
Railway Pension Investments Ltd 0.35% Add +12.6% 138,000 $29.1M
Kanawha Capital Management LLC 2.10% Add +0.3% 137,310 $29.0M
Galvin, Gaustad & Stein, LLC 2.62% Reduce -8.2% 137,291 $28.9M
Neville Rodie & Shaw Inc. 2.13% Reduce -4.8% 137,000 $28.9M
Palisade Capital Management, LP 0.87% Reduce -2.9% 136,959 $28.9M
Dana Investment Advisors, Inc. 0.96% Add +2.1% 136,859 $28.9M
Bailard, Inc. 0.74% Reduce -0.5% 135,237 $28.5M
Patten & Patten Inc. 1.89% Reduce -2.0% 135,029 $28.5M
Penobscot Investment Management Company, Inc. 2.55% Add +0.8% 134,527 $28.4M
Edgar Lomax Co. 1.73% Reduce -1.6% 134,375 $28.3M
Narwhal Capital Management 2.53% Add +2.5% 133,618 $28.2M
Moors & Cabot, Inc. 1.40% Reduce -0.5% 133,592 $28.2M
Steigerwald, Gordon & Koch Inc. 3.06% Add +1.4% 133,011 $28.0M
HUB Investment Partners, LLC 1.22% Add +2.1% 132,722 $28.0M
Tower Bridge Advisors 2.94% Add +1.2% 132,114 $27.9M
First Foundation Advisors 1.05% Reduce -4.8% 131,845 $27.8M
Abner Herrman & Brock LLC 3.34% Reduce -0.9% 131,438 $27.7M
Rempart Asset Management Inc. 5.14% Reduce -3.1% 122,826 $27.7M
TAM Capital Management Inc. 12.09% Add +10.6% 131,069 $27.6M
BLB&B Advisors, LLC 1.41% Add +2.8% 130,783 $27.6M
TruWealth Advisors, LLC 1.67% Add +0.1% 129,653 $27.3M
Absher Wealth Management, LLC 3.52% Reduce -0.6% 129,455 $27.3M
Greenleaf Trust 0.24% Add +2.3% 128,567 $27.1M
Parallel Advisors, LLC 0.64% Add +0.8% 128,346 $27.1M
Norinchukin Bank, The 0.64% Add +14.6% 128,068 $27.0M
Alley Investment Management Company, LLC 3.42% Reduce -0.3% 127,956 $27.0M
Osborne Partners Capital Management, LLC 1.53% Reduce -3.3% 127,925 $27.0M
Bourgeon Capital Management LLC 5.18% Reduce -1.0% 127,649 $26.9M
Dorsey & Whitney Trust CO LLC 1.42% Add +36.0% 126,980 $26.8M
Meiji Yasuda Life Insurance Co 0.50% Reduce -14.0% 126,917 $26.8M
Intech Investment Management LLC 0.30% Reduce -2.8% 126,378 $26.6M
Arvest Bank Trust Division 1.52% — 125,359 $26.4M
Resources Management Corp. /CT/ 3.57% Reduce -1.0% 125,310 $26.4M
Foster Dykema Cabot & Partners, LLC 2.21% Reduce -0.8% 125,134 $26.4M
Evergreen Capital Management LLC 0.88% Reduce -9.6% 124,373 $26.2M
Sit Investment Associates Inc. 0.58% Reduce -17.6% 123,875 $26.1M
Waverly Advisors, LLC 0.48% Add +5.0% 123,869 $26.1M
Apollon Wealth Management, LLC 0.74% Add +2.5% 123,511 $26.0M
KMG Fiduciary Partners, LLC 2.25% Reduce -0.1% 123,325 $26.0M
HBK Sorce Advisory LLC 0.79% Reduce -0.3% 122,976 $25.9M
First Long Island Investors, LLC 2.04% Reduce -0.5% 122,584 $25.8M
NEOS Investment Management LLC 0.78% Add +25.9% 122,462 $25.8M
First American Bank 1.84% Add +0.3% 121,245 $25.6M
Meiji Yasuda Asset Management Co Ltd. 0.97% Reduce -0.2% 121,029 $25.5M
Culbertson A N & Co. Inc. 4.06% Reduce -1.0% 119,722 $25.2M
Perigon Wealth Management, LLC 0.68% Reduce -0.4% 119,625 $25.2M
Tower Research Capital LLC (TRC) 0.67% Reduce -13.5% 119,341 $25.2M
Shufro Rose & Co. LLC 2.05% No change 124,304 $25.1M
ARS Wealth Advisors Group, LLC 3.08% Reduce -1.9% 118,873 $25.1M
B. Riley Wealth Advisors, Inc. 0.70% Reduce -15.2% 119,979 $25.1M
ProVise Management Group, LLC 1.98% Reduce -0.2% 118,560 $25.0M
Vinva Investment Management Ltd 1.06% Add +12.6% 118,730 $25.0M
Kingsview Wealth Management, LLC 0.52% Add +2.5% 118,095 $24.9M
Park Avenue Securities LLC 0.28% Reduce -4.7% 117,561 $24.8M
OVERSEA-CHINESE BANKING Corp Ltd 0.69% Reduce -19.4% 117,172 $24.7M
Nemes Rush Group LLC 3.58% Reduce -1.8% 123,206 $24.7M
Clear Harbor Asset Management, LLC 2.03% Reduce -0.4% 116,895 $24.6M
Adell Harriman & Carpenter Inc. 1.79% Add +1.3% 116,647 $24.6M
Easterly Investment Partners LLC 1.96% Reduce -4.6% 116,019 $24.5M
Callahan Advisors, LLC 2.38% Reduce -7.5% 115,787 $24.4M
Private Capital Management, LLC 2.66% Reduce -0.8% 115,003 $24.2M
Alerus Financial NA 1.77% Reduce -3.1% 114,618 $24.2M
Avity Investment Management Inc. 1.88% Reduce -0.3% 114,586 $24.2M
Regal Partners Ltd 2.12% Reduce -20.8% 113,796 $24.0M
Forbes J M & Co. LLP 2.34% Reduce -0.7% 113,744 $24.0M
Verity & Verity, LLC 2.35% Reduce -1.1% 113,640 $24.0M
Drexel Morgan & Co. 4.45% No change 113,589 $24.0M
Pallas Capital Advisors LLC 1.02% Add +3.9% 106,421 $23.9M
Baltimore-Washington Financial Advisors, Inc. 1.30% Add +2.4% 113,534 $23.9M
Foundations Investment Advisors, LLC 0.50% Add +19.1% 113,338 $23.9M
Mutual Advisors, LLC 0.70% Add +0.4% 105,932 $23.8M
Cantor Fitzgerald Investment Advisors L.P. 1.62% Add +1.4% 112,975 $23.8M
Choate Investment Advisors 0.61% Add +0.9% 112,907 $23.8M
Motley Fool Asset Management LLC 1.40% Add +2.7% 114,500 $23.7M
Logan Capital Management Inc. 0.98% Reduce -12.9% 112,286 $23.7M
Colonial Trust Advisors 2.05% Add +4.4% 112,256 $23.7M
Azimuth Capital Investment Management LLC 0.92% Reduce -2.5% 112,233 $23.7M
Sonora Investment Management Group, LLC 1.77% Add +1.5% 112,166 $23.7M
Stillwater Capital Advisors, LLC 3.05% Reduce -1.2% 112,113 $23.6M
Fred Alger Management, LLC 0.11% Add +3.6% 111,678 $23.5M
Rbo & Co. LLC 3.71% Reduce -0.2% 111,432 $23.5M
Dupont Capital Management Corp. 1.96% No change 111,410 $23.5M
Fiduciary Alliance LLC 3.12% Add +9.4% 111,408 $23.5M
Empowered Funds, LLC 0.37% Add +8.7% 111,062 $23.4M
J.P. Marvel Investment Advisors, LLC 3.80% Reduce -0.1% 110,598 $23.3M
Ninety One SA (Pty) Ltd 5.09% New 111,019 $23.3M
Dearborn Partners LLC 0.94% Reduce -0.2% 110,223 $23.2M
Harvest Portfolios Group Inc. 0.77% Reduce -9.6% 109,942 $23.2M
Courant Investment Management LLC 19.41% Reduce -4.4% 109,592 $23.1M
Texas Yale Capital Corp. 1.00% Add +0.6% 109,488 $23.1M
South Dakota Investment Council 0.45% Reduce -4.9% 109,274 $23.0M
Smith Group Asset Management, LLC 1.91% Add +2.1% 109,040 $23.0M
Longbow Finance SA 2.45% Add +1.0% 108,961 $23.0M
Vident Advisory, LLC 0.58% Add +6.2% 108,487 $22.9M
Sumitomo Life Insurance Co. 0.45% Add +51.5% 108,419 $22.9M
Freestone Capital Holdings, LLC 0.79% Reduce -1.4% 108,271 $22.8M
Linscomb Wealth, Inc. 1.13% Reduce -2.1% 107,913 $22.8M
Edge Capital Group, LLC 1.01% Add +10.0% 107,641 $22.7M
First American Trust, FSB 2.23% Reduce -6.2% 106,842 $22.5M
SS&H Financial Advisors, Inc. 8.18% Add +0.4% 106,532 $22.5M
Grassi Investment Management 1.94% Reduce -0.8% 106,458 $22.4M
Old National Bancorp 0.51% Reduce -12.0% 105,690 $22.3M
ArrowMark Colorado Holdings LLC 0.28% No change 105,471 $22.2M
Brown Brothers Harriman & Co. 0.15% Add +4.5% 105,317 $22.2M
Birch Hill Investment Advisors LLC 1.04% Reduce -2.4% 104,965 $22.1M
Rothschild Capital Partners, LLC 6.17% Add +0.7% 104,930 $22.1M
Washington Trust Bank 2.12% Reduce -2.7% 104,859 $22.1M
W.G. Shaheen & Associates DBA Whitney & Co 2.34% Add +0.0% 103,694 $21.9M
Cary Street Partners Investment Advisory LLC 0.80% Reduce -0.4% 103,662 $21.9M
Level Four Advisory Services, LLC 0.92% Add +43.1% 98,492 $21.9M
Nomura Holdings Inc. 0.17% Reduce -43.2% 103,392 $21.8M
Kornitzer Capital Management Inc. 0.40% Add +0.5% 103,102 $21.7M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 2.26% Reduce -2.6% 103,043 $21.7M
Shelton Capital Management 0.56% Add +14.8% 102,625 $21.6M
F/m Investments LLC 0.68% Add +0.8% 102,162 $21.5M
Cohen Capital Management, Inc. 3.48% Add +0.8% 101,861 $21.5M
Trust Co. of Toledo NA 2.91% Add +0.3% 101,833 $21.5M
United Bank 2.49% Reduce -1.2% 101,617 $21.4M
Empirical Finance, LLC 1.25% Add +2.2% 101,277 $21.4M
Cullen Investment Group, LTD. 3.18% Add +0.3% 101,186 $21.3M
Webster Bank, N. A. 2.27% Reduce -4.0% 101,114 $21.3M
Tritonpoint Wealth, LLC 1.94% Add +4.1% 100,603 $21.2M
Anderson Hoagland & Co. 2.16% Reduce -0.0% 100,086 $21.1M
Oak Harvest Investment Services 3.03% Add +9.7% 99,921 $21.1M
Freedom Together Foundation 2.22% Reduce -60.0% 99,855 $21.1M
Strategic Wealth Investment Group, LLC 2.25% Add +39.5% 101,648 $21.0M
Congress Asset Management Co. 0.14% Reduce -1.3% 99,101 $20.9M
Assenagon Asset Management S.A. 0.04% Add +9.7% 98,861 $20.8M
Thoroughbred Financial Services, LLC 1.34% Reduce -1.0% 98,581 $20.8M
Bragg Financial Advisors, Inc 0.85% Reduce -1.0% 98,327 $20.7M
Phoenix Financial Ltd. 0.31% Add +11.8% 98,261 $20.7M
Cidel Asset Management Inc. 1.46% Reduce -0.0% 98,214 $20.7M
Motco 2.06% Reduce -7.6% 97,945 $20.7M
Yarbrough Capital, LLC 0.84% No change 97,875 $20.6M
CSM Advisors, LLC 1.35% Reduce -2.5% 97,800 $20.6M
Thompson Siegel & Walmsley LLC 0.31% Add +0.9% 97,296 $20.5M
Cullinan Associates Inc. 1.16% Add +3.3% 91,852 $20.5M
Transform Wealth, LLC 1.35% Add +1.1% 96,679 $20.4M
Cabot Wealth Management Inc. 2.54% Reduce -1.5% 96,535 $20.4M
Talbot Financial, LLC 2.48% Add +3.0% 96,438 $20.3M
Albion Financial Group 1.41% Reduce -26.3% 96,234 $20.3M
Guardian Capital Advisors LP 2.00% Reduce -0.5% 97,850 $20.3M
Grand Jean Capital Management Inc. 4.53% Add +8.5% 95,958 $20.2M
Fort Sheridan Advisors LLC 3.07% Add +1.5% 95,884 $20.2M
CWA Asset Management Group, LLC 1.08% — 95,748 $20.2M
TCV Trust & Wealth Management, Inc. 1.79% Reduce -2.7% 94,997 $20.0M
Sumitomo Mitsui Financial Group, Inc. 0.45% Add +6.2% 94,931 $20.0M
Fiduciary Group, LLC 2.02% Reduce -0.8% 94,621 $20.0M
TD Private Client Wealth LLC 0.57% Add +2.0% 94,595 $19.9M
Spire Wealth Management 0.67% Reduce -4.4% 94,149 $19.9M
Dynamic Advisor Solutions LLC 0.59% Reduce -2.1% 93,743 $19.8M
Canandaigua National Bank & Trust Co. 1.88% Reduce -5.8% 93,566 $19.7M
Rossmore Private Capital 2.43% Add +0.3% 93,284 $19.7M
Leavell Investment Management, Inc. 0.98% Reduce -0.7% 92,995 $19.6M
Concurrent Investment Advisors, LLC 0.58% Add +7.7% 92,932 $19.6M
GHP Investment Advisors, Inc. 0.90% Add +0.1% 92,634 $19.5M
Beach Investment Counsel Inc. 2.41% Reduce -1.3% 92,549 $19.5M
Premier Fund Managers Ltd 0.69% Add +114.0% 92,715 $19.5M
Beese Fulmer Investment Management, Inc. 1.67% Reduce -0.0% 92,096 $19.4M
First Merchants Corp. 0.74% Add +1.1% 91,956 $19.4M
JGP Wealth Management, LLC 2.49% Reduce -0.6% 91,756 $19.3M
Laird Norton Wetherby Wealth Management, LLC 0.88% Reduce -1.6% 91,751 $19.3M
Courier Capital LLC 1.32% Reduce -0.6% 91,606 $19.3M
Rice Partnership, LLC 3.88% Add +2.7% 91,477 $19.3M
Coldstream Capital Management Inc. 0.42% Add +9.9% 90,411 $19.2M
Edge Wealth Management LLC 3.84% Reduce -0.2% 90,621 $19.1M
Optiver Holding B.V. 0.49% Add +5590.4% 90,591 $19.1M
Baldwin Wealth Partners LLC 1.30% Add +5.4% 90,407 $19.1M
Fifth Third Wealth Advisors LLC 1.17% Add +20.5% 90,288 $19.0M
Northwestern Mutual Investment Management Company, LLC 0.44% Reduce -1.3% 90,173 $19.0M
Cincinnati Financial Corp. 0.41% No change 90,000 $19.0M
Lyell Wealth Management, LP 1.72% Add +1.7% 89,875 $19.0M
Biondo Investment Advisors, LLC 2.60% Reduce -0.5% 89,805 $18.9M
Vantage Wealth 4.10% Reduce -0.4% 89,797 $18.9M
Westchester Capital Management, Inc. 4.59% Reduce -3.0% 89,665 $18.9M
Ledyard National Bank 1.73% Reduce -1.6% 89,656 $18.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.51% Reduce -2.5% 89,559 $18.9M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.86% Reduce -4.6% 89,457 $18.9M
Brookstone Capital Management 0.28% Add +4.3% 89,300 $18.8M
Banque Cantonale Vaudoise 0.77% Add +3.0% 89,119 $18.8M
Procyon Advisors, LLC 1.29% Reduce -2.5% 89,100 $18.8M
Edmond DE Rothschild Holding S.A. 0.30% Reduce 0.0% 88,509 $18.7M
Chicago Partners Investment Group LLC 0.66% Reduce -1.4% 83,338 $18.6M
Sand Hill Global Advisors, LLC 0.78% Reduce -3.3% 88,047 $18.6M
Mgo One Seven LLC 0.80% Reduce -1.3% 87,849 $18.5M
Bleakley Financial Group, LLC 0.56% Add +0.5% 87,605 $18.5M
Peak Asset Management, LLC 3.48% Reduce -4.1% 87,602 $18.5M
Harbour Trust & Investment Management Co 2.10% Add +0.3% 87,524 $18.5M
Temasek Holdings (Private) Ltd 0.07% No change 87,431 $18.4M
Montag A & Associates Inc. 0.87% Add +0.4% 87,371 $18.4M
Torray Investment Partners LLC 2.57% Add +3.1% 87,219 $18.4M
Summit Financial, LLC 0.72% Add +17.8% 87,109 $18.4M
Ballentine Partners, LLC 0.31% Add +6.6% 86,853 $18.3M
CCM Investment Advisers LLC 2.04% Reduce -4.0% 86,837 $18.3M
German American Bancorp, Inc. 1.93% Add +8.4% 86,589 $18.3M
Wedbush Securities Inc. 0.68% Reduce -14.2% 86,474 $18.2M
Hamilton Capital Partners Inc. 1.57% Add +10.2% 86,157 $18.2M
Farmers Trust Co. 3.39% Add +3.8% 86,111 $18.2M
First Financial Bank - Trust Division 1.66% Reduce -2.5% 86,019 $18.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.16% Add +56.5% 80,367 $18.1M
Middleton & Co. Inc. 1.99% Reduce -1.5% 85,463 $18.0M
RWQ Financial Management Services, Inc. 6.24% Add +34.3% 85,417 $18.0M
Ashburton (Jersey) Ltd 6.53% Reduce -2.0% 86,955 $18.0M
MainStreet Investment Advisors LLC 2.39% Reduce -6.6% 85,232 $18.0M
Bar Harbor Wealth Management 1.15% Reduce -2.5% 84,970 $17.9M
First Trust Direct Indexing L.P. 0.96% Reduce -3.9% 84,882 $17.9M
Hilltop Holdings Inc. 1.16% Add +110.5% 84,611 $17.8M
ExodusPoint Capital Management, LP 0.18% New 84,553 $17.8M
Woodmont Investment Counsel LLC 1.34% Reduce -0.0% 84,531 $17.8M
Nixon Peabody Trust Co. 1.48% Add +0.5% 84,398 $17.8M
Sienna Gestion 1.18% Add +29.1% 84,491 $17.8M
Kentucky Retirement Systems Insurance Trust Fund 1.23% Reduce -9.1% 84,238 $17.8M
Praxis Investment Management Inc. 1.11% No change 83,705 $17.6M
Sterling Capital Management LLC 0.23% — 83,684 $17.6M
Aviance Capital Partners, LLC 2.32% Reduce -0.7% 83,490 $17.6M
Allen Mooney & Barnes Investment Advisors LLC 2.99% Reduce -2.8% 83,380 $17.6M
Novare Capital Management LLC 1.49% Reduce -2.1% 83,124 $17.5M
GAM Holding AG 1.39% Add +12.4% 82,965 $17.5M
Verdence Capital Advisors LLC 1.39% Reduce -7.8% 82,945 $17.5M
NewSquare Capital LLC 1.38% Add +2.6% 83,136 $17.4M
Means Investment Co., Inc. 1.92% Reduce -0.7% 82,049 $17.3M
Dnca Finance 1.52% Reduce -34.1% 81,766 $17.2M
GAMMA Investing LLC 1.71% Add +13.9% 81,725 $17.2M
United Asset Strategies, Inc. 1.60% Add +1.6% 81,409 $17.2M
Core Alternative Capital 3.32% Reduce -6.6% 81,393 $17.2M
Palisade Asset Management, LLC 1.68% Reduce -1.6% 81,231 $17.1M
Gladstone Institutional Advisory LLC 0.84% Reduce -34.6% 81,121 $17.1M
Alpine Woods Capital Investors, LLC 3.00% Reduce -12.9% 71,475 $17.1M
Pictet North America Advisors SA 1.69% Add +1.1% 81,007 $17.1M
Arkadios Wealth Advisors 0.96% Add +26.1% 80,681 $17.0M
Tufton Capital Management 3.19% Reduce -2.4% 80,669 $17.0M
Whitener Capital Management, Inc. 4.81% Add +0.8% 80,415 $17.0M
Baxter Bros Inc. 2.20% Reduce -10.2% 80,231 $16.9M
Forum Financial Management, LP 0.28% Reduce -1.3% 80,159 $16.9M
Integrated Advisors Network LLC 0.81% Add +6.8% 80,111 $16.9M
WoodTrust Financial Corp 2.40% Add +1.4% 80,106 $16.9M
Cape Cod Five Cents Savings Bank 1.55% Reduce -0.4% 80,099 $16.9M
Mission Wealth Management, LP 0.42% Add +40.9% 80,059 $16.9M
Archon Partners LLC 1.95% No change 80,000 $16.9M
General American Investors Co. Inc. 1.17% No change 80,000 $16.9M
James Investment Research, Inc. 1.94% Reduce -1.3% 79,931 $16.9M
Transcend Capital Advisors, LLC 1.13% Reduce -3.8% 79,738 $16.8M
Copeland Capital Management, LLC 0.29% Add +80.5% 79,481 $16.8M
FourThought Financial Partners, LLC 1.98% Reduce -1.8% 79,286 $16.7M
Barlow Wealth Partners, LLC 2.18% Add +0.5% 79,230 $16.7M
Tudor Investment Corporation 0.18% Add +2289.0% 79,243 $16.7M
Tokio Marine Asset Management Co. Ltd. 0.73% Add +7.1% 78,997 $16.7M
NatWest Group plc 4.92% Add +8.7% 78,856 $16.6M
Summit Trail Advisors, LLC 0.41% Add +8.4% 78,843 $16.6M
BTC Capital Management, Inc. 1.47% Reduce -6.0% 78,547 $16.6M
Orange Investment Advisors, Inc. 1.81% Reduce -13.1% 77,752 $16.4M
Boston Financial Mangement LLC 0.49% Add +0.9% 77,695 $16.4M
King Wealth Management Group 2.55% Reduce -1.4% 77,474 $16.3M
GDS Wealth Management 1.59% Add +6.5% 77,416 $16.3M
Community Bank, N.A. 2.06% Reduce -0.9% 77,398 $16.3M
Wealthspire Advisors, LLC 0.17% Add +4.1% 76,921 $16.2M
Caprock Group, LLC 0.59% Add +1.2% 76,866 $16.2M
Advisors Asset Management, Inc. 0.30% Reduce -2.3% 76,818 $16.2M
Tompkins Financial Corp. 1.55% Reduce -1.4% 76,720 $16.2M
Ashton Thomas Private Wealth, LLC 0.86% Reduce -0.1% 76,560 $16.1M
North Star Asset Management Inc. 0.72% Add +0.1% 76,514 $16.1M
Burns J W & Co. Inc. 2.10% Reduce -1.1% 76,437 $16.1M
Stockman Wealth Management, Inc. 2.49% Reduce -0.7% 75,905 $16.0M
GLOBALT Investments LLC / GA 0.60% Reduce -0.4% 75,871 $16.0M
AIA Group Ltd 0.41% Add +2.2% 75,854 $16.0M
Telos Capital Management, Inc. 1.67% Reduce -0.3% 75,352 $15.9M
U.S. Capital Wealth Advisors, LLC 0.56% Reduce -7.4% 75,249 $15.9M
Circle Wealth Management, LLC 0.35% Reduce -2.1% 75,165 $15.8M
Siemens Fonds Invest GmbH 1.26% Reduce -0.8% 74,974 $15.8M
Sowell Financial Services LLC 0.73% Reduce -4.7% 74,666 $15.7M
Altrafin AG 5.63% Reduce -0.5% 74,104 $15.6M
Signaturefd, LLC 0.30% Reduce -1.2% 73,867 $15.6M
Iowa State Bank 3.18% Reduce -4.6% 73,349 $15.5M
Diversified Trust Co. 0.39% Add +2.8% 73,323 $15.5M
Argent Financial Group, Inc. 1.83% — 73,248 $15.4M
Ritholtz Wealth Management 0.46% Add +1.2% 73,147 $15.4M
Principal Securities, Inc. 0.37% Add +8.4% 73,045 $15.4M
Cohen Klingenstein LLC 0.53% No change 72,700 $15.3M
Winslow Asset Management Inc. 2.83% Reduce -0.7% 72,644 $15.3M
Northwest & Ethical Investments L.P. 0.40% Reduce -10.3% 72,579 $15.3M
Allied Investment Advisors, LLC 3.02% Reduce -0.4% 72,423 $15.3M
1ST Source Bank 0.86% Reduce -0.5% 72,334 $15.3M
Caldwell Trust Co 1.60% Reduce -1.5% 72,304 $15.2M
SlateStone Wealth, LLC 1.36% Add +53.4% 71,876 $15.2M
JB Capital LLC 0.87% Add +1.5% 71,838 $15.1M
Global Retirement Partners, LLC 0.46% Reduce -1.3% 71,767 $15.1M
Hollencrest Capital Management 0.62% Add +0.4% 71,675 $15.1M
Gotham Asset Management 0.16% Add +19.1% 71,662 $15.1M
Strategy Asset Managers LLC 2.89% Reduce -9.9% 71,330 $15.0M
ING Groep NV 0.09% Reduce -74.1% 71,273 $15.0M
Sigma Planning Corp 0.46% Reduce -0.5% 70,994 $15.0M
Woodstock Corp. 1.44% Reduce -0.1% 70,991 $15.0M
Essex Financial Services, Inc. 1.07% Reduce -9.7% 66,592 $14.9M
Cypress Capital Group 1.68% Add +0.7% 70,764 $14.9M
PFG Investments, LLC 0.95% Add +1.1% 70,111 $14.8M
Legacy Private Trust Co. 0.99% Reduce -0.9% 69,957 $14.8M
Leith Wheeler Investment Counsel Ltd. 1.03% Add +61.9% 69,803 $14.7M
Lombard Odier Asset Management (Switzerland) SA 1.23% Add +9.2% 69,726 $14.7M
Clarity Financial LLC 1.72% Add +967.6% 69,365 $14.6M
Cyndeo Wealth Partners, LLC 1.02% Reduce -1.4% 69,162 $14.6M
Eagle Ridge Investment Management 1.28% Reduce -0.1% 69,153 $14.6M
Spinnaker Trust 0.90% Reduce -2.9% 69,011 $14.6M
Connors Investor Services Inc. 1.41% Reduce -3.9% 69,111 $14.5M
Artemis Investment Management LLP 0.22% Reduce -1.6% 68,791 $14.5M
One Capital Management, LLC 0.46% Add +1.4% 68,748 $14.5M
Avitas Wealth Management LLC 2.04% Add +1.2% 68,742 $14.5M
Eagle Rock Investment Company, LLC 2.42% Reduce -4.8% 68,521 $14.4M
Pettyjohn, Wood & White, Inc. 2.66% Reduce -1.6% 68,416 $14.4M
Merit Financial Group, LLC 0.32% Reduce -16.7% 68,365 $14.4M
Woodley Farra Manion Portfolio Management Inc. 0.73% Reduce -0.6% 68,300 $14.4M
Journey Advisory Group, LLC 1.73% Reduce -0.3% 71,177 $14.4M
SteelPeak Wealth, LLC 0.64% Reduce -1.0% 68,264 $14.4M
Bank of Nova Scotia Trust Co. 1.46% Reduce -2.1% 68,135 $14.4M
Buffington Mohr McNeal 2.36% Add +1.4% 67,908 $14.3M
Westpac Banking Corp. 0.96% Add +5.3% 67,687 $14.3M
IHT Wealth Management, LLC 0.40% Add +25.6% 67,797 $14.3M
Griffin Asset Management, Inc. 1.59% Add +0.1% 67,505 $14.2M
Vantage Investment Partners, LLC 1.20% Reduce -4.0% 67,501 $14.2M
Valicenti Advisory Services Inc. 3.64% Reduce -7.2% 67,140 $14.2M
Naples Global Advisors, LLC 1.32% Add +0.0% 67,115 $14.2M
Camden National Bank 2.03% Reduce -3.2% 67,048 $14.1M
Barbara Oil Co. 5.77% No change 67,000 $14.1M
K.J. Harrison & Partners Inc 2.13% Add +33.8% 63,301 $14.1M
Ossiam 0.27% Reduce -5.3% 66,847 $14.1M
Haverford Financial Services, Inc. 4.03% Reduce -0.0% 66,846 $14.1M
Meeder Advisory Services, Inc. 0.91% Reduce -0.9% 66,777 $14.1M
Schnieders Capital Management LLC 2.70% Reduce -5.6% 66,680 $14.1M
SFE Investment Counsel 2.93% Reduce -1.5% 66,599 $14.0M
L & S Advisors Inc 1.64% Add +36.9% 66,573 $14.0M
Composition Wealth, LLC 0.32% Add +3.5% 66,517 $14.0M
Wellington Shields Capital Management, LLC 2.44% Reduce -0.0% 66,500 $14.0M
Country Club Bank 0.94% Reduce -2.8% 66,530 $14.0M
Shell Asset Management Co. 0.61% — 65,985 $13.9M
JCIC Asset Management Inc. 5.70% Add +0.7% 65,916 $13.9M
Matthew 25 Management Corp 4.66% Reduce -6.1% 65,750 $13.9M
Twin Capital Management Inc. 1.56% Reduce -4.7% 65,556 $13.8M
Parallax Volatility Advisers, L.P. 0.42% Reduce -57.4% 65,363 $13.8M
Simmons Bank 0.99% Reduce -0.3% 65,116 $13.7M
Bright Rock Capital Management, LLC 2.76% Reduce -23.5% 65,000 $13.7M
Red Door Wealth Management, LLC 2.28% Add +4.5% 64,894 $13.7M
Teamwork Financial Advisors, LLC 1.90% Reduce -1.1% 64,856 $13.7M
Greenwood Gearhart LLC 1.14% Reduce -19.9% 64,847 $13.7M
Wells Trecaso Financial Group, LLC 4.48% Reduce -0.4% 64,619 $13.6M
Forvis Mazars Wealth Advisors, LLC 0.31% Reduce -5.2% 64,209 $13.5M
Stratos Wealth Advisors, LLC 0.62% Add +0.8% 64,049 $13.5M
River Wealth Advisors LLC 1.80% Add +1.7% 64,003 $13.5M
Ar Asset Management Inc. 3.03% No change 63,931 $13.5M
Johnson Financial Group, Inc. 0.62% Add +4.7% 63,902 $13.5M
Buckley Wealth Management, LLC 4.15% Reduce -1.0% 63,834 $13.5M
Brevan Howard Capital Management LP 0.67% Reduce -23.8% 63,812 $13.5M
Princeton Global Asset Management LLC 2.62% Add +3.7% 63,794 $13.5M
Sound View Wealth Advisors Group, LLC 1.10% Add +13.6% 63,751 $13.4M
Fagan Associates, Inc. 2.26% Add +1.1% 63,672 $13.4M
Nicolet Advisory Services, LLC 1.27% Add +0.7% 65,417 $13.4M
Radnor Capital Management, LLC 1.99% Add +8.4% 63,551 $13.4M
First National Advisers, LLC 2.13% Add +1.9% 63,245 $13.3M
Nations Financial Group Inc, /Ia/ 0.95% Add +5.3% 61,962 $13.1M
WealthBridge Investment Counsel Inc. 4.64% Reduce -1.2% 61,936 $13.1M
Mitchell Capital Management Co. 2.28% Add +0.9% 61,849 $13.0M
J. Safra Sarasin Holding AG 0.23% Add +208.7% 61,819 $13.0M
Carmel Capital Management L.L.C. 4.88% Reduce -1.3% 61,657 $13.0M
Pettee Investors, Inc. 6.32% No change 61,581 $13.0M
Foster & Motley Inc. 0.82% Reduce -2.4% 61,260 $12.9M
Roundview Capital LLC 0.93% Add +3.0% 61,171 $12.9M
NJ State Employees Deferred Compensation Plan 1.53% No change 61,000 $12.9M
Cypress Asset Management Inc. 3.20% Add +1.8% 60,903 $12.8M
Moneta Group Investment Advisors LLC 0.19% Add +2.2% 60,900 $12.8M
Invictus Private Wealth, LLC 1.01% Reduce -1.6% 60,660 $12.8M
Zuckerman Investment Group, LLC 1.31% Add +0.2% 60,573 $12.8M
Cornerstone Wealth Group, LLC 1.06% Add +1.3% 60,444 $12.7M
Community Bank of Raymore 9.62% Reduce -2.1% 60,407 $12.7M
Willis Investment Counsel 0.83% Reduce -24.7% 60,400 $12.7M
Visionary Wealth Advisors 0.77% Reduce -4.6% 60,284 $12.7M
Laurel Wealth Advisors LLC 2.04% Reduce -0.2% 60,121 $12.7M
Quest Investment Management LLC 1.48% Add +694.8% 60,057 $12.7M
Constitution Capital LLC 6.76% Add +4.3% 60,047 $12.7M
Stolper Co 4.14% Reduce -0.7% 59,994 $12.7M
Locust Wood Capital Advisers, LLC 0.44% Reduce -3.0% 59,900 $12.6M
Chicago Capital, LLC 0.35% Add +0.5% 59,530 $12.6M
Hills Bank & Trust Co 0.95% Reduce -2.2% 59,471 $12.5M
Kingswood Wealth Advisors, LLC 0.89% Add +30.8% 59,360 $12.5M
Royal Fund Management, LLC 0.88% Reduce -2.4% 58,917 $12.5M
DORCHESTER WEALTH MANAGEMENT Co 2.28% Add +0.2% 59,301 $12.5M
Ascent Group, LLC 0.94% Add +14.8% 59,127 $12.5M
Greystone Financial Group, LLC 2.22% Add +1.7% 59,039 $12.4M
Harbor Capital Advisors, Inc. 0.54% Add +1.0% 58,861 $12.4M
Geneos Wealth Management Inc. 0.47% Add +15.1% 58,729 $12.4M
Bank of Hawaii 0.52% Add +0.5% 58,663 $12.4M
Knights of Columbus Asset Advisors LLC 0.82% Add +22.4% 58,601 $12.4M
Equitable Trust Co. 0.79% Add +2.8% 58,568 $12.3M
Pine Valley Investments Ltd Liability Co 0.85% Reduce -0.2% 58,248 $12.3M
Punch & Associates Investment Management, Inc. 0.68% Reduce -18.8% 58,130 $12.3M
New England Asset Management Inc. 2.00% Reduce -0.4% 58,120 $12.3M
TrinityBridge Ltd 0.38% Add +8.4% 58,116 $12.2M
Nwi Management LP 1.46% Reduce -3.3% 58,000 $12.2M
GFS Advisors, LLC 2.60% Add +72.6% 57,993 $12.2M
Lynch & Associates 2.58% Reduce -0.2% 57,970 $12.2M
Meridian Wealth Advisors, LLC 2.04% Add +2.6% 57,715 $12.2M
CPC Advisors, LLC 1.81% Add +3.8% 57,612 $12.1M
Dividend Assets Capital, LLC 2.32% Add +5.8% 57,518 $12.1M
Cardinal Capital Management 1.89% Add +0.2% 57,491 $12.1M
Cyrus J. Lawrence, LLC 2.38% Add +0.8% 57,460 $12.1M
Venator Management LLC 3.51% Reduce -2.2% 57,450 $12.1M
Mengis Capital Management, Inc. 2.39% Reduce -0.6% 57,354 $12.1M
SRH Advisors, LLC 3.66% No change 57,240 $12.1M
Spectrum Wealth Counsel, LLC 1.42% Reduce -2.1% 57,199 $12.1M
Independent Investors Inc. 2.43% No change 56,934 $12.0M
Shorepoint Capital Partners LLC 2.72% Reduce -5.6% 56,656 $11.9M
Capital Analysts, LLC 0.49% Add +3.9% 56,654 $11.9M
Cadence Bank 0.82% Reduce -3.3% 56,472 $11.9M
Plato Investment Management Ltd 0.97% Add +0.6% 56,484 $11.9M
M&R Capital Management Inc. 2.62% Add +0.1% 56,369 $11.9M
Harrell Investment Partners, LLC 3.36% Reduce -3.3% 56,302 $11.9M
Sigma Investment Counselors Inc. 0.70% Reduce -0.4% 56,254 $11.9M
Next Level Private LLC 4.86% Add +0.1% 56,203 $11.9M
Clough Capital Partners L P 1.21% No change 56,200 $11.9M
Hoertkorn Richard Charles 5.11% Reduce -1.7% 56,182 $11.8M
Boyar Asset Management Inc. 7.59% Reduce -0.2% 55,946 $11.8M
Frank, Rimerman Advisors LLC 0.83% Add +0.3% 55,707 $11.7M
Vestcor Inc 0.37% No change 55,563 $11.7M
J.W. Cole Advisors, Inc. 0.49% Add +10.3% 55,560 $11.7M
Chemung Canal Trust Co. 2.36% Reduce -14.3% 55,423 $11.7M
Walleye Capital LLC 0.14% Add +9962.9% 55,346 $11.7M
NorthRock Partners, LLC 0.38% Add +0.2% 58,765 $11.6M
Meritage Portfolio Management 0.71% Reduce -1.9% 54,980 $11.6M
Fulton Bank, N.A. 0.44% Reduce -2.5% 54,817 $11.6M
Compound Planning, Inc. 0.72% Add +5.8% 54,816 $11.6M
Executive Wealth Management, LLC 0.91% Reduce -0.3% 54,731 $11.5M
Harbor Investment Advisory, LLC 1.14% Add +0.3% 68,512 $11.5M
Soros Fund Management 0.32% No change 54,600 $11.5M
Mirador Capital Partners LP 2.07% Add +1.2% 54,519 $11.5M
Pittenger & Anderson Inc. 0.43% Add +1.0% 54,313 $11.5M
Capstone Financial Advisors, Inc. 0.70% Add +1.9% 54,228 $11.4M
Wealthcare Advisory Partners LLC 0.33% Reduce -1.7% 54,217 $11.4M
Hartford Financial Management Inc. 2.34% Add +0.1% 54,185 $11.4M
Family Capital Trust Co 3.67% Reduce -0.4% 54,124 $11.4M
EagleClaw Capital Managment, LLC 1.91% Reduce -2.3% 54,060 $11.4M
AMG National Trust Bank 0.31% Reduce -21.6% 53,983 $11.4M
Douglass Winthrop Advisors, LLC 0.22% Add +8.8% 53,950 $11.4M
Inlet Private Wealth, LLC 2.87% Reduce -0.3% 53,614 $11.3M
Thompson Investment Management, Inc. 1.62% Reduce -3.4% 53,567 $11.3M
Picton Mahoney Asset Management 0.44% Reduce -33.5% 53,514 $11.3M
Laffer Tengler Investments, Inc. 2.75% Reduce -0.1% 53,477 $11.3M
Trueblood Wealth Management, LLC 5.66% Reduce -1.9% 53,433 $11.3M
NBW Capital LLC 2.12% Add +2.3% 53,258 $11.2M
Live Oak Private Wealth LLC 1.82% Reduce -14.5% 53,216 $11.2M
Xcel Wealth Management, LLC 3.31% Reduce -4.0% 53,193 $11.2M
SevenBridge Financial Group, LLC 2.16% Add +3.1% 46,797 $11.2M
Barometer Capital Management Inc. 3.22% Add +4.8% 53,347 $11.2M
Jamison Private Wealth Management, Inc. 1.70% Add +3.4% 53,005 $11.2M
Two Sigma Securities, LLC 0.88% Add +248.3% 52,952 $11.2M
Addenda Capital Inc. 0.40% Add +0.0% 52,541 $11.1M
Goelzer Investment Management, Inc. 0.61% Reduce -0.2% 52,466 $11.1M
Richard C. Young & CO., LTD. 1.21% Add +3.9% 52,349 $11.0M
PEAK6 Investments LLC 0.55% Add +1741366.7% 52,244 $11.0M
Strategic Wealth Partners, Ltd. 1.06% Add +6.2% 52,186 $11.0M
KG Capital Management 3.54% Add +1.4% 52,480 $11.0M
Miramar Capital, LLC 2.56% Reduce -0.9% 52,074 $11.0M
Profund Advisors LLC 0.41% Add +11.9% 52,029 $11.0M
Texas Capital Bank Wealth Management Services Inc 1.08% Add +6.6% 52,029 $11.0M
AlphaCore Capital LLC 2.48% Add +3.2% 52,002 $11.0M
Baker Ellis Asset Management LLC 1.55% Reduce -1.5% 51,982 $11.0M
Western Wealth Management, LLC 0.62% Add +56.9% 51,927 $10.9M
Baldwin Investment Management, LLC 1.37% Reduce -1.6% 51,922 $10.9M
Colonial Trust Co / SC 1.69% Add +9.8% 51,860 $10.9M
Atlanta Consulting Group Advisors, LLC 2.71% Add +1.3% 51,779 $10.9M
Avantax Planning Partners, Inc. 0.39% Reduce -25.7% 51,772 $10.9M
Bison Wealth, LLC 1.73% Reduce -13.7% 51,585 $10.9M
Independence Bank of Kentucky 2.33% Add +8.7% 51,342 $10.8M
Apriem Advisors 1.26% Reduce -1.6% 51,269 $10.8M
Annex Advisory Services, LLC 0.35% Reduce -52.9% 51,214 $10.8M
Vise Technologies, Inc. 1.37% Add +28.2% 51,102 $10.8M
Ascent Wealth Partners, LLC 1.50% Reduce -1.2% 51,029 $10.8M
Rench Wealth Management, Inc. 3.69% Reduce -0.8% 50,975 $10.7M
Fulcrum Capital LLC 2.34% Reduce -1.8% 50,939 $10.7M
Mitchell Sinkler & Starr 2.69% Reduce -9.4% 50,726 $10.7M
HTLF Bank 1.16% Reduce -4.7% 50,712 $10.7M
Cutler Investment Counsel LLC 1.35% Reduce -3.1% 50,653 $10.7M
Centiva Capital, LP 0.48% Add +28.0% 50,637 $10.7M
Intact Investment Management Inc. 0.35% Add +7.0% 50,600 $10.7M
Brown Shipley& Co Ltd 5.24% Reduce -8.9% 50,578 $10.7M
Marietta Wealth Management, LLC 1.54% Add +1.1% 50,301 $10.6M
Pacific Global Investment Management Co. 1.92% Reduce -1.4% 50,285 $10.6M
Mirae Asset Securities (usa) Inc. 0.61% New 50,216 $10.6M
Flagship Harbor Advisors, LLC 0.58% Reduce -2.4% 50,144 $10.6M
Whalerock Point Partners, LLC 2.60% Add +0.5% 50,089 $10.6M
Patton Albertson Miller Group, LLC 1.44% Reduce -2.2% 50,007 $10.5M
Cna Financial Corp. 6.01% New 50,000 $10.5M
Access Investment Management LLC 3.21% Reduce -16.7% 50,000 $10.5M
Loews Corp 0.08% New 50,000 $10.5M
Bray Capital Advisors 2.57% Reduce -2.0% 49,776 $10.5M
Blue Trust, Inc. 0.14% Add +53.7% 51,818 $10.5M
Community Bank & Trust, Waco, Texas 2.36% Add +4.6% 49,683 $10.5M
Certuity, LLC 1.13% Add +7.6% 49,636 $10.5M
IFP Advisors, Inc 0.38% Add +1.5% 49,589 $10.5M
Compass Wealth Management LLC 2.46% Reduce -4.5% 49,559 $10.5M
Trajan Wealth LLC 0.61% Add +5.1% 49,439 $10.4M
Focus Partners Advisor Solutions, LLC 0.22% Add +8.8% 49,410 $10.4M
Magnus Financial Group LLC 1.06% Reduce -0.1% 49,371 $10.4M
Brave Asset Management Inc. 2.59% Reduce -2.2% 49,359 $10.4M
Pioneer Trust Bank N A 2.66% Reduce -3.3% 49,272 $10.4M
Commonwealth Retirement Investments LLC 4.35% Add +0.9% 49,245 $10.4M
Frisch Financial Group, Inc. 3.12% Reduce -0.3% 49,209 $10.4M
Harbour Capital Advisors, LLC 2.39% Reduce -0.5% 48,609 $10.4M
Ballast Advisors LLC 3.20% Reduce -1.6% 49,162 $10.4M
EFG Asset Management (Americas) Corp. 2.02% Reduce -4.6% 48,934 $10.3M
Adalta Capital Management LLC 5.32% Reduce -0.1% 48,909 $10.3M
Avior Wealth Management, LLC 0.41% Reduce -1.2% 48,515 $10.2M
Quadrant Capital Group LLC 0.71% Reduce -0.2% 48,509 $10.2M
American National Bank & Trust 1.20% Reduce -1.8% 48,469 $10.2M
Asset Dedication, LLC 0.69% Reduce -9.4% 48,447 $10.2M
Wellington Shields & Co., LLC 3.10% Add +0.0% 48,351 $10.2M
Financial Partners Group, LLC 3.82% Reduce -0.1% 48,325 $10.2M
Bard Financial Services, Inc. 1.20% Reduce -15.8% 48,130 $10.1M
Stratos Investment Management, LLC 0.71% Add +9.5% 48,048 $10.1M
Smithbridge Asset Management Inc. 1.74% Add +5.0% 47,983 $10.1M
Plimoth Trust Co. LLC 2.55% Reduce -9.5% 47,915 $10.1M
Earnest Partners LLC 0.04% Reduce -0.3% 47,896 $10.1M
Boston Family Office LLC 0.68% Add +2.5% 47,614 $10.0M
Joel Isaacson & Co., LLC 0.48% Add +0.8% 47,559 $10.0M
McGinn Penninger Investment Management, Inc. 6.67% Reduce -0.4% 47,531 $10.0M
First Hawaiian Bank 0.32% Reduce -0.9% 47,504 $10.0M
Stokes Family Office, LLC 1.10% Reduce -0.4% 47,484 $10.0M
MN Wealth Advisors, LLC 5.67% Add +0.6% 47,247 $10.0M
XML Financial, LLC 0.92% Reduce -4.1% 47,245 $10.0M
Sage Mountain Advisors LLC 0.85% Add +1.9% 47,191 $10.0M
WINTON GROUP Ltd 0.70% Add +1435.0% 47,110 $9.9M
Traynor Capital Management, Inc. 0.81% Add +7.7% 47,019 $9.9M
Bridge Creek Capital Management LLC 2.99% Reduce -2.6% 47,009 $9.9M
First Western Trust Bank 0.45% Reduce -5.4% 46,984 $9.9M
Shepherd Financial Partners LLC 1.19% Add +1.5% 46,891 $9.9M
Van Hulzen Asset Management, LLC 0.71% Reduce -1.5% 46,587 $9.8M
Cincinnati Casualty Co. 5.53% Reduce -50.0% 46,500 $9.8M
Cincinnati Specialty Underwriters Insurance CO 2.88% Reduce -50.0% 46,500 $9.8M
Wittenberg Investment Management, Inc. 3.17% No change 46,412 $9.8M
Bangor Savings Bank 0.92% Reduce -1.9% 46,408 $9.8M
Davis-Rea LTD. 4.24% Add +181.3% 46,202 $9.7M
Westover Capital Advisors, LLC 1.87% Add +7.0% 46,184 $9.7M
Schulhoff & Co. Inc. 4.06% Add +0.0% 46,156 $9.7M
Waldron Private Wealth LLC 0.40% Add +3.0% 46,109 $9.7M
Beverly Hills Private Wealth, LLC 1.98% Add +2.9% 46,090 $9.7M
Financiere des Professionnels - Fonds d'investissement inc. 0.66% Reduce -12.6% 46,070 $9.7M
Canal Capital Management, LLC 1.55% Add +3.5% 45,924 $9.7M
Embree Financial Group 1.72% Add +0.0% 45,920 $9.7M
Stokes Capital Advisors, LLC 2.48% Add +3.5% 45,873 $9.7M
Community Financial Services Group, LLC 1.98% Add +1.3% 45,810 $9.7M
Hodges Capital Management Inc. 0.62% Add +2.0% 45,758 $9.6M
Paradigm Asset Management Co. LLC 2.52% No change 45,691 $9.6M
Onex Canada Asset Management Inc. 1.13% Reduce -11.2% 45,625 $9.6M
Bridgewater Advisors Inc. 1.01% Add +0.1% 43,044 $9.6M
Walter & Keenan Wealth Management LLC /in/ 2.91% Reduce -1.0% 45,444 $9.6M
Brown Miller Wealth Management, LLC 3.72% Add +0.4% 45,352 $9.6M
Pitcairn Co. 0.56% Reduce -8.7% 45,331 $9.6M
Ipswich Investment Management Co., Inc. 2.21% Reduce -0.2% 45,278 $9.5M
Coerente Capital Management 1.78% Reduce -0.6% 45,241 $9.5M
City Holding Co. 1.32% Add +1.0% 45,228 $9.5M
Peterson Wealth Services 3.04% Add +3.5% 45,171 $9.5M
Strategic Global Advisors, LLC 1.87% Reduce -1.0% 45,112 $9.5M
Prosperity Consulting Group, LLC 0.74% Add +44.5% 45,063 $9.5M
Kintegral Advisory, LLC 0.87% Reduce -1.3% 45,046 $9.5M
Wetzel Investment Advisors, Inc. 4.79% Reduce -2.3% 45,011 $9.5M
Confluence Wealth Services, Inc. 0.69% Reduce -2.5% 45,000 $9.5M
Elk River Wealth Management LLC 1.72% Add +0.9% 44,927 $9.5M
Advocate Group LLC 1.71% Add +0.9% 44,828 $9.5M
WESPAC Advisors SoCal, LLC 2.18% Reduce -0.7% 44,801 $9.4M
Fidelis Capital Partners, LLC 1.12% Add +2.5% 42,137 $9.4M
Duncker Streett & Co. Inc. 1.72% Reduce -0.2% 44,616 $9.4M
Parthenon LLC 1.12% Add +0.5% 44,573 $9.4M
Claro Advisors Inc. 1.22% Add +4.0% 44,544 $9.4M
Schechter Investment Advisors, LLC 0.69% Reduce -1.3% 44,516 $9.4M
McRae Capital Management Inc. 1.83% Reduce -0.2% 44,472 $9.4M
Greenwood Capital Associates LLC 1.22% Reduce -16.6% 44,360 $9.4M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2.29% Add +1.8% 44,356 $9.4M
B & T Capital Management DBA Alpha Capital Management 1.76% Reduce -2.2% 44,336 $9.3M
Stablepoint Partners, LLC 1.69% Reduce -0.7% 44,082 $9.3M
Lanark Financial, Inc. 0.78% Reduce -0.9% 44,010 $9.3M
Granite Investment Partners, LLC 0.40% Add +0.9% 44,000 $9.3M
DoubleLine ETF Adviser LP 2.26% Reduce -7.9% 43,994 $9.3M
Nelson Capital Management, LLC 1.56% Reduce -1.0% 43,966 $9.3M
Farther Finance Advisors, LLC 0.35% Add +8.9% 43,895 $9.3M
Brighton Jones LLC 0.35% Reduce -6.0% 43,891 $9.3M
Old Second National Bank of Aurora 2.23% Reduce -1.8% 43,866 $9.2M
RPG Investment Advisory, LLC 1.32% Add +0.1% 43,821 $9.2M
Global Wealth Management Investment Advisory, Inc. 1.98% Add +1.8% 43,558 $9.2M
Oxford Financial Group, LTD. LLC 0.58% Reduce -6.3% 43,498 $9.2M
Independent Financial Group, LLC 0.34% Add +11.7% 43,441 $9.2M
Giverny Capital 0.35% Add +7.7% 43,324 $9.1M
Beacon Financial Group 0.99% Reduce -0.1% 43,232 $9.1M
YHB Investment Advisors, Inc. 0.75% Add +3.6% 43,176 $9.1M
Marex Group Ltd 0.21% Reduce -68.2% 42,920 $9.1M
Jaffetilchin Investment Partners, LLC 0.69% Add +3.9% 42,900 $9.0M
Exchange Traded Concepts, LLC 0.21% Add +0.9% 42,897 $9.0M
Townsend Asset Management Corp. /NC/ 3.35% Reduce -1.2% 42,861 $9.0M
Hudson Edge Investment Partners Inc. 1.67% Reduce -15.5% 42,821 $9.0M
Intrust Bank NA 0.90% Add +0.4% 42,810 $9.0M
DT Investment Partners, LLC 0.73% Add +0.8% 42,670 $9.0M
Jacobs Levy Equity Management, Inc. 0.03% Add +13.8% 42,511 $9.0M
First Interstate Bank 0.54% Reduce -1.2% 42,508 $9.0M
Asset Planning Services Inc. /La/ 4.43% Reduce -0.9% 42,497 $9.0M
Hilton Capital Management, LLC 0.70% Add +0.8% 42,494 $9.0M
Skylands Capital, LLC 1.21% Reduce -9.4% 42,470 $9.0M
Jacobi Capital Management LLC 0.68% Add +1.2% 42,466 $9.0M
International Assets Investment Management, LLC 0.73% New 1,083,873 $9.0M
Dean Investment Associates, LLC 1.21% Reduce -3.9% 42,452 $9.0M
Kavar Capital Partners Group, LLC 1.41% Add +0.4% 42,360 $8.9M
Providence Capital Advisors, LLC 1.77% Add +1.0% 42,311 $8.9M
Valmark Advisers, Inc. 0.14% Add +24.8% 42,218 $8.9M
Concentric Wealth Management, LLC 2.16% Reduce -1.3% 42,011 $8.9M
Viking Fund Management LLC 1.44% Reduce -6.7% 42,000 $8.9M
Centaurus Financial, Inc. 0.56% Add +7.5% 41,912 $8.8M
Unison Asset Management LLC 4.20% Reduce -0.1% 41,912 $8.8M
Private Trust Co. NA 0.89% Reduce -0.9% 41,892 $8.8M
Belpointe Asset Management LLC 0.53% Add +13.9% 41,838 $8.8M
Redmond Asset Management, LLC 2.76% Reduce -3.0% 41,795 $8.8M
Chronos Wealth Management, LLC 4.58% Add +2.4% 41,672 $8.8M
Capital Group Investment Management Pte. LTD. 1.77% Add +3.1% 41,631 $8.8M
MBB Public Markets I LLC 0.74% Reduce -84.1% 41,530 $8.8M
Chiron Investment Management, LLC 3.08% Reduce -9.8% 41,508 $8.8M
Mandatum Life Insurance Co Ltd 2.68% No change 41,502 $8.8M
Semmax Financial Advisors Inc. 2.40% Add +3.1% 36,448 $8.7M
Wealth Advisory Solutions, LLC 2.40% Reduce -10.9% 41,268 $8.7M
Graves Light Lenhart Wealth, Inc. 1.07% Reduce -19.7% 41,232 $8.7M
Guyasuta Investment Advisors Inc. 0.53% Add +0.6% 41,095 $8.7M
American Money Management, LLC 1.73% Reduce -4.0% 41,094 $8.7M
Parcion Private Wealth LLC 0.72% Add +5.2% 41,079 $8.7M
First Nebraska Trust Co 0.84% Reduce -0.8% 41,001 $8.6M
RBF Capital, LLC 0.44% No change 41,000 $8.6M
DF Dent & Co. Inc. 0.11% Add +1.1% 40,988 $8.6M
UNIVEST FINANCIAL Corp 0.57% Add +442.6% 40,883 $8.6M
Pinnacle Wealth Management Advisory Group, LLC 0.82% Reduce -0.4% 40,734 $8.6M
PDS Planning, Inc 0.77% Reduce -2.0% 40,730 $8.6M
Calydon Capital 1.40% Reduce -9.5% 41,104 $8.6M
Tradewinds, LLC. 2.64% Add +2.3% 40,658 $8.6M
Buck Wealth Strategies, LLC 2.70% Reduce -10.9% 40,619 $8.6M
Graypoint LLC 0.55% Add +2.5% 40,486 $8.5M
Turtle Creek Wealth Advisors, LLC 1.71% Add +2.9% 40,454 $8.5M
Selway Asset Management 3.32% Reduce -0.1% 40,312 $8.5M
Seneca House Advisors 3.57% Reduce -2.5% 40,163 $8.5M
Strategic Advisors LLC 1.58% Reduce -2.1% 40,131 $8.5M
Robertson Stephens Wealth Management, LLC 0.31% Add +0.8% 40,099 $8.5M
Fusion Capital, LLC 3.63% Reduce -0.1% 40,084 $8.5M
Anchor Investment Management, LLC 0.80% Add +0.1% 40,034 $8.4M
Lindbrook Capital, LLC 0.75% Add +17.4% 39,950 $8.4M
Trivium Point Advisory, LLC 1.17% Reduce -6.4% 34,903 $8.4M
Covington Investment Advisors Inc. 1.27% Reduce -1.5% 39,913 $8.4M
Hixon Zuercher, LLC 3.30% Reduce -1.9% 39,905 $8.4M
LGT Fund Management Co Ltd. 0.87% Reduce -4.3% 40,529 $8.4M
Arrow Financial Corp 0.77% Reduce -1.1% 39,723 $8.4M
Citizens National Bank Trust Department 1.76% Reduce -0.1% 39,719 $8.4M
Sompo Asset Management Co., Ltd. 1.30% Reduce -15.2% 39,383 $8.3M
Capital Asset Advisory Services LLC 0.42% Reduce -1.1% 39,402 $8.3M
Kinsale Capital Group, Inc. 2.45% Add +15.4% 39,357 $8.3M
Mirabaud Asset Management Ltd 3.42% Add +0.3% 39,366 $8.3M
Evexia Wealth LLC 2.94% Reduce -4.5% 39,255 $8.3M
McDonald Partners LLC 2.07% Add +0.1% 39,242 $8.3M
Summerhill Capital Management lnc. 5.68% Add +0.7% 39,224 $8.3M
Maltese Capital Management LLC 1.35% Reduce -35.7% 39,100 $8.2M
Mechanics Bank Trust Department 1.10% Reduce -0.5% 39,024 $8.2M
Boyd Watterson Asset Management LLC 2.28% Reduce -9.2% 39,023 $8.2M
Lorne Steinberg Wealth Management Inc. 2.38% Reduce -0.1% 39,021 $8.2M
Alpha Omega Wealth Management LLC 1.51% Reduce -2.4% 39,017 $8.2M
Drucker Wealth 3.0, LLC 1.97% Add +1.8% 38,904 $8.2M
Bristlecone Advisors, LLC 0.66% Reduce -1.1% 38,863 $8.2M
Empire Financial Management Company, LLC 2.52% Reduce -1.4% 38,824 $8.2M
Arjuna Capital 2.11% Reduce -1.1% 38,722 $8.2M
Van Strum & Towne Inc. 2.82% Reduce -0.4% 38,624 $8.1M
Chemistry Wealth Management LLC 1.94% Reduce -0.7% 38,467 $8.1M
Bogart Wealth, LLC 0.38% Reduce -11.4% 38,320 $8.1M
D L Carlson Investment Group Inc. 1.46% Reduce -17.0% 38,272 $8.1M
Banque Pictet & Cie SA 0.08% Reduce -9.7% 38,218 $8.1M
Contravisory Investment Management, Inc. 1.72% Add +1411.9% 38,131 $8.0M
Legacy Financial Advisors, Inc. 1.35% Add +1.6% 38,128 $8.0M
Qtron Investments LLC 1.09% Reduce -0.8% 37,986 $8.0M
Legacy Trust 1.84% Add +1.1% 37,904 $8.0M
DLK Investment Management, LLC 3.07% Reduce -0.1% 37,883 $8.0M
Roberts Wealth Advisors, LLC 2.58% Add +2.0% 37,876 $8.0M
Philadelphia Trust Co. 0.58% Reduce -1.2% 37,817 $8.0M
Allen Capital Group, LLC 1.01% Add +0.6% 37,703 $8.0M
White Pine Investment CO 2.18% Add +1.0% 37,683 $7.9M
Jefferies Financial Group Inc. 0.14% Add +6.3% 37,588 $7.9M
Socorro Asset Management LP 3.12% Reduce -20.7% 37,515 $7.9M
Essex LLC 1.62% Reduce -1.9% 37,484 $7.9M
DRW Securities, LLC 0.43% Add +6.5% 37,451 $7.9M
Capital Investment Counsel, LLC 1.37% Add +1.8% 37,417 $7.9M
Arvest Investments, Inc. 1.19% Reduce -7.4% 37,328 $7.9M
Kennedy Capital Management LLC 0.17% Add +2656.2% 37,319 $7.9M
Boston Research & Management Inc. 1.83% Add +0.0% 37,133 $7.8M
CHICAGO TRUST Co NA 1.41% Add +10.0% 37,124 $7.8M
Beacon Bank & Trust 1.83% Reduce -2.2% 37,088 $7.8M
Garland Capital Management Inc. 6.01% Reduce -14.5% 37,065 $7.8M
CHURCHILL MANAGEMENT Corp 0.09% Reduce -2.8% 37,009 $7.8M
Hennessy Advisors Inc. 0.25% Reduce -2.6% 37,000 $7.8M
Souders Financial Advisors 1.08% Reduce -2.7% 36,897 $7.8M
Systematic Alpha Investments, LLC 0.28% No change 36,804 $7.8M
Advanced Asset Management Advisors Inc 2.07% No change 38,260 $7.7M
American Trust 0.64% Reduce -11.8% 36,628 $7.7M
Wedmont Private Capital 0.44% Add +4.1% 36,609 $7.7M
Sitrin Capital Management LLC 3.86% Reduce -0.5% 36,612 $7.7M
Somerset Trust Co 2.89% Reduce -2.1% 36,599 $7.7M
Security National Bank 1.05% Reduce -0.0% 36,599 $7.7M
Peloton Wealth Strategists 3.12% Reduce -4.6% 36,563 $7.7M
McBroom & Associates, LLC 4.70% Add +1.7% 36,417 $7.7M
Howland Capital Management LLC 0.33% Reduce -3.0% 36,290 $7.7M
Checchi Capital Advisers, LLC 0.57% Reduce -6.7% 36,139 $7.6M
First Personal Financial Services 1.61% Reduce -2.0% 36,060 $7.6M
Owen LaRue, LLC 4.04% Reduce -3.6% 36,034 $7.6M
Founders Capital Management 4.62% Add +0.5% 35,992 $7.6M
SPC Financial, Inc. 0.67% Reduce -2.6% 35,958 $7.6M
Cordatus Wealth Management LLC 2.72% Add +0.9% 35,922 $7.6M
Northwest Bancshares, Inc. 1.29% Reduce -14.6% 35,877 $7.6M
Wright Investors Service Inc. 1.98% Reduce -19.2% 35,829 $7.6M
TFG Advisers LLC 2.71% Add +0.8% 35,769 $7.5M
TrinityPoint Wealth, LLC 1.08% Add +36.1% 35,746 $7.5M
Excalibur Management Corp. 2.88% Reduce -1.5% 35,726 $7.5M
New Hampshire Trust 1.61% Reduce -1.9% 35,683 $7.5M
Lake Street Private Wealth, LLC 1.21% Reduce -22.4% 35,647 $7.5M
Concentric Capital Strategies, LP 0.47% Add +276.9% 35,580 $7.5M
Blue Fin Capital, Inc. 1.42% Add +0.3% 35,550 $7.5M
Gifford Fong Associates 1.86% No change 35,296 $7.4M
BigSur Wealth Management LLC 2.05% Add +6.0% 35,293 $7.4M
Harvey Capital Management Inc. 1.86% Reduce -13.3% 35,265 $7.4M
Werlinich Asset Management, LLC 4.31% No change 35,197 $7.4M
Paradiem, LLC 1.75% No change 35,174 $7.4M
Hi-Line Capital Management, LLC 3.64% Reduce -65.5% 35,170 $7.4M
Augustine Asset Management Inc. 2.58% Reduce -0.3% 34,990 $7.4M
Schmidt P J Investment Management Inc. 1.27% Reduce -1.9% 34,866 $7.4M
FAS Wealth Partners, Inc. 0.58% Add +4.8% 34,863 $7.4M
Mission Creek Capital Partners, Inc. 1.71% Add +0.5% 34,862 $7.4M
Financial Strategies Group, Inc. 1.72% Add +0.5% 33,171 $7.3M
Leuthold Group, LLC 0.82% Add +15.5% 34,838 $7.3M
Harbor Advisory Corp. 2.39% Reduce -0.6% 34,762 $7.3M
PFG Advisors 0.46% Reduce -7.5% 34,671 $7.3M
Marcum Wealth, LLC 0.68% Reduce -0.2% 34,557 $7.3M
Ameritas Advisory Services, LLC 0.31% Reduce -27.2% 34,401 $7.3M
Moody National Bank Trust Division 0.78% Add +0.1% 34,370 $7.2M
Baugh & Associates, LLC 3.73% Add +1.5% 35,402 $7.2M
Horan Capital Advisors, LLC. 2.41% Reduce -1.6% 34,345 $7.2M
Lombard Odier Asset Management (Europe) Ltd 0.48% Add +14.1% 34,345 $7.2M
Maxwell Wealth Strategies Inc. 3.07% Add +21.9% 32,622 $7.2M
Cottage Street Advisors LLC 3.93% Reduce -1.5% 34,249 $7.2M
Exchange Capital Management, Inc. 1.15% Reduce -5.5% 34,170 $7.2M
Focus Financial Network, Inc. 0.29% Reduce -0.2% 34,143 $7.2M
Danica Pension, Livsforsikringsaktieselskab 0.14% New 34,131 $7.2M
Ascentis Independent Advisors 1.12% Add +6.2% 34,095 $7.2M
Alexander Labrunerie & Co., Inc. 3.33% Add +0.9% 34,038 $7.2M
Bill Few Associates, Inc. 2.54% Add +0.1% 33,990 $7.2M
Obermeyer Wealth Partners 0.38% Reduce -0.4% 33,978 $7.2M
Bell & Brown Wealth Advisors, LLC 2.80% Add +0.2% 33,950 $7.2M
Capital Insight Partners, LLC 1.25% Reduce -0.1% 33,936 $7.2M
Heritage Wealth Management, Inc. 2.34% Reduce -0.5% 33,911 $7.2M
Harbour Investments, Inc. 0.22% Reduce -21.5% 33,907 $7.1M
Csenge Advisory Group 0.37% Reduce -5.3% 32,109 $7.1M
WCG Wealth Advisors LLC 0.48% Add +0.7% 33,763 $7.1M
NTV Asset Management LLC 0.95% Add +0.1% 33,611 $7.1M
Palmer Knight Co 3.11% Reduce -1.5% 33,609 $7.1M
Stonebrook Private Inc. 1.87% Reduce -0.6% 33,527 $7.1M
Inscription Capital, LLC 1.05% Add +2.3% 33,527 $7.1M
Manhattan West Asset Management, LLC 1.83% Add +1.7% 33,512 $7.1M
Strategic Blueprint, LLC 0.44% Reduce -4.1% 33,489 $7.1M
Brick & Kyle, Associates 3.04% Reduce -7.8% 33,900 $7.0M
Sheaff Brock Investment Advisors, LLC 0.62% Add +4.3% 33,427 $7.0M
MSA Advisors, LLC 1.82% Reduce -1.5% 33,400 $7.0M
Globeflex Capital L P 0.67% No change 33,400 $7.0M
Trust Asset Management LLC 0.56% Reduce -2.3% 33,330 $7.0M
BBR Partners, LLC 0.53% Reduce -0.9% 33,243 $7.0M
Comprehensive Financial Consultants Institutional, Inc. 2.56% Reduce -0.2% 33,242 $7.0M
Little House Capital LLC 2.01% Reduce -14.1% 33,178 $7.0M
Insigneo Advisory Services, LLC 0.71% Reduce -6.0% 33,166 $7.0M
Mitchell McLeod Pugh & Williams Inc. 1.46% Reduce -0.8% 33,101 $7.0M
Diversify Advisory Services, LLC 0.38% Reduce -32.6% 31,134 $7.0M
Kentucky Farm Bureau Mutual Insurance Co 1.50% No change 33,000 $7.0M
Aster Capital Management (DIFC) Ltd 1.51% — 32,978 $7.0M
Accurate Wealth Management, LLC 1.39% Add +10.2% 31,214 $6.9M
Udine Wealth Management, Inc. 4.89% Add +0.6% 32,884 $6.9M
Nikulski Financial, Inc. 2.07% Add +0.5% 32,740 $6.9M
Patten Group, Inc. 1.53% Reduce -2.5% 32,718 $6.9M
Ami Investment Management Inc. 2.33% Reduce -5.2% 32,692 $6.9M
SageView Advisory Group, LLC 0.35% Reduce -23.2% 32,679 $6.9M
Pegasus Asset Management, Inc. 2.08% Reduce -2.3% 32,637 $6.9M
Clarity Wealth Advisors, LLC 2.00% Add +2.9% 32,633 $6.9M
Resonant Capital Advisors, LLC 0.51% Add +0.8% 32,594 $6.9M
Icon Wealth Advisors, LLC 0.57% Add +7.4% 32,571 $6.9M
Shelter Mutual Insurance Co 1.64% No change 29,000 $6.9M
Pathway Financial Advisers, LLC 3.11% Reduce -5.9% 32,500 $6.9M
SGL Investment Advisors, Inc. 3.57% — 28,332 $6.9M
Chapin Davis, Inc. 2.22% Add +0.5% 32,441 $6.8M
StoneX Group Inc. 0.50% Reduce -2.6% 32,432 $6.8M
Ransom Advisory, Ltd 3.19% Reduce -2.2% 32,417 $6.8M
E&G Advisors, LLC 1.89% Add +0.3% 32,438 $6.8M
Overbrook Management Corp 1.57% Reduce -39.9% 32,352 $6.8M
Creegan & Nassoura Financial Group, LLC 4.30% Reduce -0.3% 32,344 $6.8M
Ahl Investment Management, Inc. 4.70% Reduce -0.3% 32,298 $6.8M
West Branch Capital LLC 2.35% Add +1.2% 32,286 $6.8M
Soltis Investment Advisors LLC 0.66% Reduce -17.4% 32,266 $6.8M
AlTi Global, Inc. 0.16% Reduce -19.5% 32,196 $6.8M
Stone Summit Wealth LLC 2.19% Reduce -3.0% 32,189 $6.8M
Everpar Advisors LLC 3.51% Reduce -2.9% 32,169 $6.8M
Washington Trust Advisors, Inc. 0.58% Reduce -0.3% 32,158 $6.8M
Field & Main Bank 2.42% Reduce -0.4% 32,149 $6.8M
Addison Capital Co 2.73% Reduce -0.9% 32,125 $6.8M
WealthShield Partners, LLC 0.92% Add +6.3% 32,124 $6.8M
Family Legacy, Inc. 2.25% Reduce -0.4% 32,085 $6.8M
Castleark Management LLC 0.28% Reduce -55.7% 32,085 $6.8M
Hennion & Walsh Asset Management, Inc. 0.31% Add +24.7% 31,974 $6.7M
Rockline Wealth Management, LLC 1.90% Add +2.5% 31,963 $6.7M
Forte Capital LLC 0.76% Reduce -1.0% 31,893 $6.7M
Concorde Financial Corp 3.96% Add +6.9% 31,880 $6.7M
EverSource Wealth Advisors, LLC 0.43% Add +0.9% 31,875 $6.7M
Ameritas Investment Partners, Inc. 0.22% Reduce -5.6% 31,837 $6.7M
Summit Global Investments 0.43% Add +96.3% 31,835 $6.7M
Ethic Inc. 0.17% Reduce -17.8% 33,475 $6.7M
Sentinel Trust Co. Lba 0.76% Reduce -9.4% 31,692 $6.7M
RMR Wealth Builders 0.71% Add +0.1% 31,675 $6.7M
GUNN & Co INVESTMENT MANAGEMENT, INC. 4.57% Reduce -91.7% 31,507 $6.6M
Kestra Investment Management, LLC 0.28% Reduce -10.6% 31,458 $6.6M
Kovack Advisors, Inc. 0.70% Reduce -1.4% 31,443 $6.6M
Herold Advisors, Inc. 1.44% Reduce -1.7% 31,427 $6.6M
Parkside Financial Bank & Trust 0.92% Add +2.9% 31,368 $6.6M
Brooks, Moore & Associates, Inc. 3.90% Reduce -0.2% 31,345 $6.6M
Abbot Financial Management, Inc. 3.31% Add +1.0% 31,232 $6.6M
Bedel Financial Consulting, Inc. 0.92% Reduce -0.8% 31,075 $6.6M
Y-Intercept (Hong Kong) Ltd 0.40% New 31,057 $6.5M
Concord Wealth Partners 1.09% Add +6.1% 31,041 $6.5M
Trustmark Bank Trust Department 0.49% Add +2.4% 30,987 $6.5M
Ironvine Capital Partners, LLC 0.70% Reduce 0.0% 30,971 $6.5M
R.m.sincerbeaux Capital Management LLC 4.05% No change 30,970 $6.5M
First Business Financial Services, Inc. 0.65% Add +2.4% 30,907 $6.5M
tru Independence LLC 1.90% Reduce -17.6% 30,854 $6.5M
Cary Street Partners Asset Management LLC 0.86% Reduce -1.6% 30,812 $6.5M
Wealth Effects LLC 2.27% Reduce -0.1% 30,750 $6.5M
MIdWestOne Financial Group, Inc. 0.89% Reduce -0.8% 30,684 $6.5M
Simplicity Wealth,LLC 0.60% Reduce -73.3% 30,683 $6.5M
William B. Walkup & Associates, Inc. 4.00% Reduce -0.5% 30,662 $6.5M
Americana Partners, LLC 0.44% Add +0.9% 30,595 $6.5M
CoreCap Advisors, LLC 0.30% Add +15.6% 30,519 $6.4M
Sandhill Capital Partners LLC 0.46% Add +2.2% 30,469 $6.4M
Lincoln Capital LLC 1.36% Reduce -3.2% 30,456 $6.4M
MSH Capital Advisors LLC 1.96% Add +0.4% 30,424 $6.4M
Generate Investment Management Ltd 0.43% Reduce -48.1% 30,420 $6.4M
Hengehold Capital Management LLC 0.61% Add +1.6% 30,385 $6.4M
Bank of New Hampshire 1.61% Reduce -1.0% 30,379 $6.4M
Smartleaf Asset Management LLC 0.78% Add +39.8% 30,410 $6.4M
Nilsine Partners, LLC 0.83% Reduce -4.7% 30,260 $6.4M
Union Heritage Capital, LLC 2.35% No change 30,205 $6.4M
Zevenbergen Capital Investments LLC 0.13% Add +0.8% 30,168 $6.4M
RDA Financial Network 1.97% Reduce -2.0% 30,087 $6.3M
Patriot Financial Group Insurance Agency, LLC 0.85% Add +10.4% 30,079 $6.3M
Gryphon Financial Partners LLC 0.87% Add +5.6% 30,069 $6.3M
HCR Wealth Advisors 0.83% Add +2.0% 30,068 $6.3M
Lake Street Advisors Group, LLC 0.29% Add +0.8% 30,018 $6.3M
Exencial Wealth Advisors, LLC 0.23% Add +3.5% 30,002 $6.3M
Allen Holding Inc. 0.68% No change 30,000 $6.3M
Redwood Investments, LLC 1.88% Reduce -2.1% 29,905 $6.3M
Argent Advisors, Inc. 2.34% Reduce -0.3% 29,898 $6.3M
Syon Capital LLC 0.56% Reduce -0.6% 29,847 $6.3M
Hamilton Point Investment Advisors, LLC 1.14% Reduce -1.3% 29,841 $6.3M
Scissortail Wealth Management, LLC 1.52% Reduce -98.7% 397 $6.3M
Formidable Asset Management, LLC 1.00% Reduce -2.3% 29,737 $6.3M
Buckhead Capital Management LLC 1.98% Reduce -0.4% 29,700 $6.3M
Supplemental Annuity Collective Trust of NJ 1.85% No change 29,700 $6.3M
LVW Advisors, LLC 0.80% Reduce -3.3% 29,665 $6.3M
CFM Wealth Partners LLC 1.09% Add +3.0% 29,661 $6.3M
Romano Brothers and Company 0.78% Add +1.4% 29,633 $6.2M
AdvisorNet Financial, Inc 0.47% Add +6.8% 29,619 $6.2M
QV Investors Inc. 0.55% Add +0.6% 29,600 $6.2M
Cigna Investments Inc. 1.11% Reduce -1.3% 29,561 $6.2M
Argyle Capital Management, LLC 2.48% Reduce -2.8% 29,556 $6.2M
Amarillo National Bank 1.14% Add +0.2% 29,483 $6.2M
Clearstead Trust, LLC 1.49% Add +1.0% 29,462 $6.2M
Berry Wealth Group, LP 4.45% Add +0.7% 29,453 $6.2M
Compton Wealth Advisory Group, LLC 1.57% Add +2.0% 29,446 $6.2M
Strategic Planning Group, LLC 1.22% Add +4.7% 29,431 $6.2M
Patient Capital Management, LLC 0.30% Reduce -81.2% 29,386 $6.2M
WealthPlan Investment Management, LLC 0.63% Add +17.6% 29,321 $6.2M
9258 Wealth Management, LLC 0.91% Reduce -3.1% 29,310 $6.2M
Enterprise Bank & Trust Co 1.99% Add +0.4% 29,270 $6.2M
GC Wealth Management RIA, LLC 1.08% Add +43.5% 29,209 $6.2M
Covenant Asset Management, LLC 1.36% Reduce -1.3% 29,185 $6.2M
Fairhaven Wealth Management, LLC 1.88% Reduce -0.1% 29,179 $6.2M
Invera Wealth Advisors, LLC 6.10% Reduce -4.0% 25,920 $6.1M
Lauterbach Financial Advisors, LLC 3.73% No change 29,058 $6.1M
MV Capital Management, Inc. 0.65% Add +1.0% 28,974 $6.1M
Stoneridge Investment Partners LLC 2.27% Add +37.0% 28,965 $6.1M
Bfsg, LLC 0.71% Reduce -1.7% 28,943 $6.1M
MTM Investment Management, LLC 2.38% Reduce 0.0% 28,897 $6.1M
Essex Bank 1.52% Add +11.0% 28,884 $6.1M
Atlas Wealth LLC 3.88% Reduce -0.6% 28,879 $6.1M
Montecito Bank & Trust 1.03% Add +7.9% 28,756 $6.1M
Strategic Financial Services, Inc. 0.36% Add +0.9% 28,740 $6.1M
Osprey Private Wealth LLC 4.24% — 28,725 $6.1M
RFG Advisory, LLC 0.18% Reduce -9.2% 28,722 $6.1M
Peddock Capital Advisors, LLC 1.46% Add +0.6% 28,708 $6.1M
Evergreen Private Wealth LLC 2.81% Add +1.0% 28,702 $6.1M
DCM Advisors, LLC 3.04% No change 28,663 $6.0M
GeoWealth Management, LLC 0.21% Add +28.8% 28,639 $6.0M
TRUE Private Wealth Advisors 0.72% Reduce -3.9% 28,616 $6.0M
Oddo BHF Asset Management Sas 0.30% — 28,603 $6.0M
Rehmann Capital Advisory Group 0.39% Reduce -3.5% 28,562 $6.0M
Crystal Rock Capital Management 3.55% Add +4.6% 28,543 $6.0M
Mattern Wealth Management LLC 1.32% Add +2.1% 28,455 $6.0M
Monarch Capital Management Inc. 1.61% Add +1.5% 28,392 $6.0M
IFG Advisory, LLC 0.38% Reduce -17.0% 28,340 $6.0M
Citizens Business Bank 1.21% Reduce -2.3% 28,333 $6.0M
Act Two Investors LLC 1.13% No change 28,332 $6.0M
LJI Wealth Management, LLC 1.22% Add +1.8% 28,325 $6.0M
Red Cedar Investment Management, LLC 0.76% No change 28,289 $6.0M
Silvant Capital Management LLC 0.26% Reduce -9.9% 28,179 $5.9M
SeaCrest Wealth Management, LLC 0.64% Add +3.6% 28,171 $5.9M
Delta Capital Management LLC 3.47% No change 28,135 $5.9M
Platform Technology Partners 1.86% Reduce -1.5% 28,116 $5.9M
Martin Capital Partners, LLC 2.93% Reduce -24.1% 28,094 $5.9M
Great Lakes Retirement, Inc. 0.76% Add +0.7% 27,978 $5.9M
Marino, Stram & Associates LLC 1.32% Add +0.2% 27,977 $5.9M
Codex Capital Asset Management L.L.C. 2.61% Add +7.7% 28,000 $5.9M
Grove Bank & Trust 0.87% Add +1.6% 27,842 $5.9M
J. W. Coons Advisors, LLC 1.09% Reduce -0.3% 27,825 $5.9M
Triangle Securities Wealth Management 1.51% Reduce -1.6% 27,785 $5.9M
High Note Wealth, LLC 1.67% Add +0.8% 27,757 $5.9M
Sunbelt Securities, Inc. 0.57% Reduce -3.7% 27,755 $5.9M
Consolidated Investment Group LLC 0.87% No change 27,692 $5.8M
Montchanin Asset Management, LLC 5.43% Add +2.6% 27,667 $5.8M
First PREMIER Bank 1.45% Add +3.6% 27,661 $5.8M
Hayek Kallen Investment Management 2.06% Reduce -0.1% 27,609 $5.8M
GM Advisory Group, LLC 0.35% Add +1.8% 27,604 $5.8M
Alta Capital Management LLC/ 0.35% Add +0.0% 27,580 $5.8M
Indiana Trust & Investment Management Co 1.98% Add +2.0% 27,548 $5.8M
Steel Grove Capital Advisors, LLC 0.82% No change 27,591 $5.8M
B.O.S.S. Retirement Advisors, LLC 1.17% Reduce -34.1% 27,540 $5.8M
Smithfield Trust Co 0.28% Reduce -0.1% 27,544 $5.8M
Investors Asset Management of Georgia Inc. /Ga/ 2.74% Reduce -0.1% 27,501 $5.8M
Holderness Investments Co. 1.27% Add +3.0% 27,492 $5.8M
Hamel Associates, Inc. 1.76% Reduce -0.5% 27,377 $5.8M
1834 Investment Advisors Co. 0.67% Reduce -6.6% 27,372 $5.8M
Stamos Capital Partners, L.P. 1.36% Reduce -11.0% 27,350 $5.8M
WealthPLAN Partners, LLC 0.77% Reduce -12.6% 27,321 $5.8M
Klingman & Associates, LLC 0.36% Add +11.1% 27,257 $5.7M
Old Port Advisors 1.60% Reduce -1.5% 27,242 $5.7M
Alberta Investment Management Corp 0.05% Add +88.9% 27,200 $5.7M
Mill Creek Capital Advisors, LLC 0.14% Reduce -6.7% 27,121 $5.7M
Concord Asset Management, LLC 1.29% Add +10.3% 27,079 $5.7M
Andrew Hill Investment Advisors, Inc. 4.28% Add +1.1% 27,073 $5.7M
Modern Wealth Management, LLC 0.35% Add +4.6% 26,999 $5.7M
Richard Bernstein Advisors LLC 0.12% Reduce -6.3% 26,995 $5.7M
M Holdings Securities, Inc. 1.42% Reduce -67.5% 26,861 $5.7M
Uncommon Cents Investing LLC 1.59% Add +0.3% 26,830 $5.7M
Athena Investment Management 3.22% Reduce -1.8% 26,812 $5.7M
Evoke Wealth, LLC 0.15% New 26,786 $5.6M
EPG Wealth Management LLC 1.42% Add +0.0% 26,762 $5.6M
SkyOak Wealth, LLC 1.25% Reduce -1.3% 26,699 $5.6M
Scott & Selber, Inc. 1.75% Reduce -0.4% 26,673 $5.6M
Brandywine Oak Private Wealth LLC 0.54% Add +0.5% 26,630 $5.6M
Ironwood Investment Counsel, LLC 0.93% Reduce -1.5% 26,592 $5.6M
Koshinski Asset Management, Inc. 0.48% Reduce -0.5% 26,563 $5.6M
Modus Advisors, LLC 1.83% Add +0.2% 26,468 $5.6M
Headinvest, LLC 1.03% Reduce -1.3% 26,464 $5.6M
Arete Wealth Advisors, LLC 0.48% New 26,544 $5.6M
McKinley Carter Wealth Services, Inc. 0.34% Add +8.8% 26,448 $5.6M
Parisi Gray Wealth Management 1.83% Reduce -0.2% 26,315 $5.5M
Connable Office Inc. 0.56% Reduce -0.8% 26,302 $5.5M
Butensky & Cohen Financial Security, Inc. 1.64% Reduce -2.8% 26,233 $5.5M
Am Investment Strategies LLC 1.34% Add +0.1% 26,188 $5.5M
Affinity Investment Advisors, LLC 3.78% Reduce -3.1% 26,132 $5.5M
HWG Holdings LP 1.89% Add +38.9% 26,116 $5.5M
Clarius Group, LLC 0.39% Reduce -1.2% 26,153 $5.5M
Concourse Financial Group Securities, Inc. 0.33% Reduce -6.0% 26,059 $5.5M
Virginia Wealth Management Group, Inc. 3.44% Add +18.4% 26,051 $5.5M
Trust Point Inc. 0.41% Add +0.8% 26,017 $5.5M
Granite Bay Wealth Management, LLC 3.07% Add +10.7% 25,930 $5.5M
Hudson Capital Management LLC 1.81% Reduce -3.0% 25,874 $5.5M
Valley Wealth Managers, Inc. 0.40% Reduce -7.0% 25,863 $5.5M
Midwest Professional Planners, LTD. 1.66% Add +2.2% 25,783 $5.4M
Monetary Management Group Inc. 1.40% Reduce -3.3% 25,779 $5.4M
Ables, Iannone, Moore & Associates, Inc. 3.51% Add +0.3% 25,778 $5.4M
Mystic Asset Management, Inc. 2.05% Reduce -1.2% 25,745 $5.4M
Moloney Securities Asset Management, LLC 0.73% Add +1.3% 25,745 $5.4M
Trinity Legacy Partners, LLC 1.39% Reduce -3.4% 24,475 $5.4M
Liberty Capital Management, Inc. 1.20% Reduce -0.3% 25,695 $5.4M
First National Bank of Mount Dora, Trust Investment Services 1.23% Reduce -3.2% 25,681 $5.4M
RB Capital Management, LLC 1.34% Add +1.1% 25,669 $5.4M
L. Roy Papp & Associates, LLP 0.65% Reduce -0.4% 25,652 $5.4M
Malaga Cove Capital, LLC 2.17% Reduce -0.3% 25,613 $5.4M
Vista Investment Management 2.03% Reduce -1.4% 25,580 $5.4M
Investment Research & Advisory Group, Inc. 2.26% Reduce -1.3% 25,441 $5.4M
Bowman & Co S.C. 2.83% Add +9.3% 25,414 $5.4M
Avestar Capital, LLC 0.58% Add +5.2% 25,421 $5.4M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.58% Add +0.9% 25,411 $5.4M
Signet Investment Advisory Group, Inc. 2.68% Add +0.8% 25,395 $5.4M
Icon Advisers Inc. 1.17% No change 25,387 $5.4M
Morton Community Bank 1.40% Reduce -2.2% 25,385 $5.4M
United Bank 2.47% Add +2.5% 25,354 $5.3M
Gilliland Jeter Wealth Management LLC 1.72% Reduce -1.4% 25,261 $5.3M
Aspiriant, LLC 0.20% Add +2.6% 25,216 $5.3M
Newman Dignan & Sheerar, Inc. 1.27% Reduce -2.4% 23,561 $5.3M
Arlington Financial Advisors, LLC 1.09% Reduce -2.0% 25,159 $5.3M
Gradient Capital Advisors, LLC 1.76% Reduce -1.3% 25,149 $5.3M
Legacy Advisors, LLC 0.57% Add +3.5% 25,095 $5.3M
Midland Wealth Advisors, LLC 0.31% Reduce -15.5% 25,089 $5.3M
Graham Capital Management, L.P. 0.28% New 25,089 $5.3M
Mount Vernon Associates Inc. 4.21% Add +0.8% 25,067 $5.3M
Rollins Financial Advisors, LLC 0.88% Add +2.0% 25,060 $5.3M
Eos Management, L.P. 1.85% No change 25,000 $5.3M
Leelyn Smith, LLC 0.95% Reduce -0.3% 24,945 $5.3M
Rowlandmiller & Partners.adv 1.07% Add +0.7% 24,913 $5.3M
Charles Schwab Trust Co 0.45% Add +2.9% 24,913 $5.3M
Atlas Brown,Inc. 1.82% Add +0.1% 24,874 $5.2M
Dudley Capital Management, LLC 2.74% Add +0.3% 24,861 $5.2M
Hoey Investments, Inc. 1.00% No change 25,879 $5.2M
Greenfield Savings Bank 2.48% Reduce -0.8% 24,819 $5.2M
Citizens & Northern Corp. 1.57% Add +8.0% 24,809 $5.2M
Everhart Financial Group, Inc. 1.16% Add +10.6% 24,794 $5.2M
S&co Inc. 0.34% Reduce -1.0% 24,740 $5.2M
Larson Financial Group LLC 0.30% Add +12.0% 24,697 $5.2M
Mathes Company, Inc. 1.85% Reduce -3.1% 24,694 $5.2M
Buckingham Capital Management, Inc. 0.59% Reduce -4.0% 24,575 $5.2M
Hunter Perkins Capital Management, LLC 1.05% Reduce -3.1% 24,469 $5.2M
Rosenblum Silverman Sutton S F Inc. 1.32% Reduce -0.4% 24,420 $5.1M
SOL Capital Management CO 0.57% Reduce -1.3% 24,413 $5.1M
Premier Path Wealth Partners, LLC 0.81% Add +0.7% 24,383 $5.1M
Roanoke Asset Management Corp./ NY 1.63% Reduce -0.2% 24,308 $5.1M
Winch Advisory Services, LLC 1.42% Add +0.1% 24,301 $5.1M
Bank of Stockton 1.54% Reduce -1.9% 24,291 $5.1M
Brookmont Capital Management 2.63% Reduce -13.7% 24,251 $5.1M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +10.7% 24,211 $5.1M
Guardian Wealth Advisors, LLC / NC 0.55% Add +0.0% 24,191 $5.1M
Nwam LLC 0.31% New 24,157 $5.1M
Blue Edge Capital, LLC 0.79% Add +1.8% 24,151 $5.1M
Harbor Advisors LLC 0.85% No change 24,148 $5.1M
Wilkins Investment Counsel Inc. 0.70% Reduce -1.3% 24,127 $5.1M
Mechanics Financial Corp 2.23% Add +0.3% 24,123 $5.1M
Lee Danner & Bass Inc. 0.36% Reduce -1.1% 24,087 $5.1M
Shoker Investment Counsel, Inc. 1.71% Reduce -1.5% 24,064 $5.1M
Patrick M Sweeney & Associates, Inc. 3.73% Add +0.3% 24,060 $5.1M
Bretton Capital Management, LLC 4.83% — 24,000 $5.1M
Dynasty Wealth Management, LLC 0.15% Add +2.6% 23,996 $5.1M
Connecticut Wealth Management, LLC 0.24% Reduce -5.8% 23,945 $5.0M
Sterling Investment Advisors, Ltd. 1.28% Reduce -0.5% 23,942 $5.0M
Laird Norton Wetherby Trust Company, LLC 0.66% No change 23,890 $5.0M
SeaBridge Investment Advisors LLC 1.23% Reduce -1.6% 23,887 $5.0M
Mine & Arao Wealth Creation & Management, LLC. 2.34% Add +0.6% 23,879 $5.0M
Columbia Bank 1.84% Reduce -1.6% 23,839 $5.0M
Howard Capital Management, LLC 0.08% New 23,807 $5.0M
Nicolet Bankshares Inc. 1.01% Reduce -5.2% 23,754 $5.0M
BNC Wealth Management, LLC 1.84% Add +2.2% 23,682 $5.0M
BOK Financial Private Wealth, Inc. 0.36% Reduce -7.0% 23,603 $5.0M
Doliver Advisors, LP 1.36% Reduce -0.9% 23,562 $5.0M
Lineweaver Wealth Advisors, LLC 0.95% Add +3.8% 23,549 $5.0M
Calamos Wealth Management LLC 0.26% Reduce -5.6% 23,546 $5.0M
Symmetry Investments LP 1.05% Reduce -14.1% 23,535 $5.0M
IMA Advisory Services, Inc. 1.08% Add +3.1% 23,529 $5.0M
West Michigan Advisors, LLC 1.50% Add +1.2% 23,523 $5.0M
Monetta Financial Services Inc. 4.22% Reduce -6.0% 23,500 $5.0M
Strategic Investment Advisors / MI 0.54% Add +1.5% 23,463 $4.9M
Long Run Wealth Advisors, LLC 1.16% Reduce -4.1% 23,450 $4.9M
Legacy CG, LLC 1.62% Reduce -24.5% 23,426 $4.9M
Sargent Investment Group, LLC 0.89% Add +11.0% 23,408 $4.9M
Seascape Capital Management 1.76% Reduce -1.6% 23,375 $4.9M
WD Rutherford LLC 2.41% Reduce -0.2% 23,361 $4.9M
Mountain Pacific Investment Advisers LLC 0.34% Reduce -4.5% 23,357 $4.9M
Studio Investment Management LLC 1.03% Reduce -2.8% 23,341 $4.9M
Trifecta Capital Advisors, LLC 1.03% Add +0.6% 23,338 $4.9M
Plante Moran Financial Advisors, LLC 0.42% Add +53.5% 23,333 $4.9M
Blume Capital Management, Inc. 1.11% Reduce -1.0% 23,327 $4.9M
Simon Quick Advisors, LLC 0.31% Add +16.3% 23,318 $4.9M
Occidental Asset Management, LLC 0.79% Add +6.2% 23,190 $4.9M
Burney Co./ 0.17% Add +21.0% 23,186 $4.9M
O'ROURKE & COMPANY, Inc 2.44% Add +0.7% 23,150 $4.9M
Central Valley Advisors, LLC 2.75% Add +0.7% 23,102 $4.9M
Key Financial Inc 1.07% Add +0.1% 23,034 $4.9M
Pavion Blue Capital, LLC 2.26% Reduce -0.2% 23,033 $4.9M
Certified Advisory Corp 0.54% Add +1.0% 23,012 $4.9M
Transatlantique Private Wealth LLC 1.85% Add +1.3% 23,012 $4.9M
Advisors Management Group Inc. 1.14% Add +0.4% 22,978 $4.8M
CreativeOne Wealth, LLC 0.16% Add +43.1% 22,897 $4.8M
Sheets Smith Wealth Management 0.59% Reduce -1.2% 22,851 $4.8M
Wakefield Asset Management LLLP 1.57% Reduce -0.7% 22,847 $4.8M
NCM Capital Management, LLC 2.30% Reduce -0.0% 22,774 $4.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.14% Add +13.3% 22,727 $4.8M
Stevens Capital Management LP 0.68% Reduce -62.2% 22,724 $4.8M
Providence Wealth Advisors, LLC 3.54% Add +0.2% 21,429 $4.8M
Delta Financial Group, Inc. 1.78% Add +0.9% 22,720 $4.8M
Adirondack Trust Co. 1.84% Add +0.1% 22,714 $4.8M
Pacifica Partners Inc. 1.98% Reduce -1.4% 22,706 $4.8M
Trustco Bank Corp. N Y 4.80% Reduce -0.8% 22,680 $4.8M
Perkins Coie Trust Co 1.06% Add +1.0% 22,652 $4.8M
Capital Investment Advisory Services, LLC 0.45% Reduce -0.9% 22,650 $4.8M
Pinkerton Wealth, LLC 0.69% Add +0.5% 22,619 $4.8M
Hudock, Inc. 0.82% Reduce -0.5% 22,597 $4.8M
Richard P Slaughter Associates Inc 1.11% Reduce -1.8% 22,589 $4.8M
Grandfield & Dodd, LLC 0.28% Reduce -2.2% 22,457 $4.7M
Kensington Investment Counsel, LLC 1.98% Add +1.3% 22,426 $4.7M
Twinbeech Capital LP 0.09% Reduce -46.8% 22,422 $4.7M
Altrius Capital Management Inc 1.18% Add +0.5% 22,396 $4.7M
Nichols & Pratt Advisers LLP 0.30% Add +0.1% 22,393 $4.7M
Curbstone Financial Management Corp 1.01% Reduce -0.9% 22,300 $4.7M
Gables Capital Management Inc. 2.37% Reduce -2.1% 22,299 $4.7M
Triasima Portfolio Management inc. 1.06% Add +7.3% 22,288 $4.7M
Alps Advisors Inc. 0.03% Reduce -87.2% 22,279 $4.7M
Cohen Investment Advisors LLC 2.86% Add +3.0% 22,196 $4.7M
Platte River Wealth Advisors, LLC 1.26% Add +4.2% 22,192 $4.7M
Intrepid Financial Planning Group LLC 2.00% Reduce -0.6% 22,170 $4.7M
Norway Savings Bank 2.53% Reduce -0.8% 22,109 $4.7M
Signal Advisors Wealth, LLC 0.67% Add +992.7% 22,106 $4.7M
Founders Financial Alliance, LLC 1.30% Reduce -4.0% 22,104 $4.7M
Keystone Financial Group 0.60% Reduce -0.3% 22,073 $4.7M
Kampmann Melissa S. 3.29% No change 22,051 $4.6M
Beaton Management Co. Inc. 2.35% No change 22,017 $4.6M
Eagle Capital Management, LLC 1.93% Add +0.3% 21,936 $4.6M
Carnegie Lake Advisors LLC 1.83% — 21,909 $4.6M
Coppell Advisory Solutions LLC 0.68% Add +3.6% 21,886 $4.6M
Sugarloaf Wealth Management, LLC 0.77% Add +0.8% 21,844 $4.6M
Baader Bank Aktiengesellschaft 0.39% Reduce -45.3% 22,036 $4.6M
Spirit of America Management Corp. 0.92% Add +2.8% 21,792 $4.6M
Signature Estate & Investment Advisors LLC 0.11% Reduce -0.7% 21,767 $4.6M
E Fund Management Co., Ltd. 0.24% Add +21.8% 21,761 $4.6M
Fairfield, Bush & Co. 2.72% Reduce -9.4% 21,726 $4.6M
Landscape Capital Management, L.L.C. 0.47% Add +12.7% 21,717 $4.6M
Massachusetts Wealth Management 2.88% Reduce -1.1% 21,694 $4.6M
Liberty One Investment Management, LLC 0.47% Add +4.5% 21,667 $4.6M
X-Square Capital, LLC 1.54% Add +2.7% 21,661 $4.6M
River Street Advisors LLC 2.50% Add +1.4% 21,655 $4.6M
Marathon Capital Management 1.11% No change 21,629 $4.6M
Aquatic Capital Management LLC 0.12% Add +20.0% 21,600 $4.6M
Second Line Capital, LLC 1.24% Add +0.9% 21,596 $4.6M
Lodestone Wealth Management LLC 2.28% Reduce -1.1% 21,563 $4.5M
San Luis Wealth Advisors LLC 0.94% Add +2.4% 21,553 $4.5M
Ameliora Wealth Management Ltd. 1.89% Reduce -0.6% 21,550 $4.5M
Financial Advisory Partners, LLC 1.51% Add +2.4% 21,517 $4.5M
Pine Ridge Advisers LLC 0.45% No change 21,500 $4.5M
Marietta Investment Partners LLC 0.96% Add +78.8% 21,425 $4.5M
Regatta Capital Group, LLC 0.88% Add +5.4% 21,414 $4.5M
West Oak Capital, LLC 2.22% Reduce -1.0% 21,387 $4.5M
Cornerstone Wealth Management, LLC 0.32% Reduce -2.3% 21,372 $4.5M
Abacus Planning Group, Inc. 0.80% Add +3.8% 21,349 $4.5M
Bank Ozk 1.86% Reduce -1.5% 21,335 $4.5M
Pinnacle Bancorp, Inc. 1.20% Add +32.4% 21,241 $4.5M
Sweeney & Michel, LLC 1.76% Reduce -6.4% 19,810 $4.5M
Alpha DNA Investment Management LLC 2.44% Add +66.3% 21,147 $4.5M
Amica Mutual Insurance Co. 0.43% Reduce -28.6% 21,121 $4.5M
Gilder Gagnon Howe & Co. LLC 0.05% Reduce -0.2% 21,097 $4.4M
SOA Wealth Advisors, LLC. 0.85% Add +1.5% 21,082 $4.4M
VeraBank, N.A. 1.30% Reduce -1.3% 21,071 $4.4M
Horizon Investments, LLC 0.12% Reduce -3.2% 21,194 $4.4M
StrongBox Wealth, LLC 1.90% Add +4.3% 21,037 $4.4M
Advisor Resource Council 2.01% New 21,000 $4.4M
Symphony Financial, Ltd. Co. 0.73% Add +6.4% 21,091 $4.4M
Knott David M Jr 1.55% No change 20,985 $4.4M
Bank Hapoalim BM 0.70% Reduce -7.3% 20,942 $4.4M
Archford Capital Strategies, LLC 0.66% Reduce -3.0% 19,933 $4.4M
1900 Wealth Management LLC 0.38% Reduce -17.0% 20,881 $4.4M
Family Manage LLC 0.73% Add +4.7% 20,861 $4.4M
Royal Capital Wealth Management, LLC 3.10% Reduce -0.2% 20,818 $4.4M
Accredited Investors Inc. 0.25% Add +46.8% 20,801 $4.4M
Altfest L J & Co. Inc. 0.58% Reduce -0.9% 20,796 $4.4M
Convergence Investment Partners, LLC 1.18% Reduce -3.6% 20,775 $4.4M
Coastline Trust Co 0.51% Reduce -20.6% 20,774 $4.4M
DeDora Capital, Inc. 1.22% Reduce -0.3% 20,740 $4.4M
Norden Group LLC 0.52% Add +23.6% 20,718 $4.4M
Wrapmanager Inc. 1.13% Add +5.1% 20,698 $4.4M
Marks Group Wealth Management, Inc 0.42% Reduce -1.0% 20,624 $4.3M
CX Institutional 0.19% Reduce -6.3% 20,612 $4.3M
River Global Investors LLP 0.93% Add +3.7% 20,600 $4.3M
Laurion Capital Management LP 0.29% Reduce -26.4% 20,579 $4.3M
Northcape Wealth Management, LLC 1.42% Reduce -1.4% 20,574 $4.3M
Resurgent Financial Advisors LLC 2.54% Add +1.0% 20,535 $4.3M
L2 Asset Management, LLC 1.17% Reduce -2.9% 20,497 $4.3M
Sanders Morris Harris LLC 0.72% No change 20,494 $4.3M
Evermay Wealth Management LLC 0.69% Reduce -3.5% 20,474 $4.3M
Octavia Wealth Advisors, LLC 0.53% Reduce -16.7% 20,468 $4.3M
Beaumont Financial Advisors, LLC 0.34% Add +0.1% 20,442 $4.3M
Jmac Enterprises LLC 0.69% Add +1.3% 20,416 $4.3M
BCGM Wealth Management, LLC 1.40% Add +1.5% 20,415 $4.3M
Brown, Lisle/Cummings, Inc. 1.31% Reduce -0.8% 20,414 $4.3M
Zullo Investment Group, Inc. 1.79% Reduce -0.5% 20,405 $4.3M
Farmers & Merchants Trust Co of Chambersburg PA 1.65% Reduce -1.5% 20,378 $4.3M
Cassaday & Co Wealth Management LLC 0.12% Add +1.4% 20,296 $4.3M
apricus wealth, LLC 2.82% Reduce -2.5% 20,295 $4.3M
WMS Partners, LLC 0.24% Add +0.6% 20,286 $4.3M
Mirabaud & Cie SA 1.24% Reduce -0.3% 20,246 $4.3M
Acropolis Investment Management, LLC 0.25% Add +0.7% 20,245 $4.3M
Wasatch Advisors LP 0.02% Reduce -8.2% 20,220 $4.3M
Manchester Capital Management LLC 0.50% Reduce -0.1% 20,202 $4.3M
Slagle Financial, LLC 1.89% Add +9.2% 20,191 $4.3M
Edgewood Management LLC 0.01% Reduce -6.1% 20,158 $4.3M
Peachtree Investment Partners, LLC 1.60% Reduce -1.7% 20,137 $4.2M
Financial Advocates Investment Management 0.24% Reduce -1.7% 20,133 $4.2M
Continuum Advisory, LLC 0.54% Add +1.7% 17,531 $4.2M
Nicholas Investment Partners, LP 0.43% No change 19,967 $4.2M
Weiss Asset Management LP 0.15% New 19,965 $4.2M
Naviter Wealth, LLC 0.58% Reduce -5.7% 19,908 $4.2M
Finer Wealth Management, Inc. 2.59% Reduce -1.5% 19,904 $4.2M
Private Advisory Group LLC 0.53% Add +994.8% 19,870 $4.2M
Argus Investors' Counsel, Inc. 2.73% Reduce -10.7% 19,866 $4.2M
Quadcap Wealth Management, LLC 0.65% Add +0.6% 19,834 $4.2M
Relyea Zuckerberg Hanson LLC 0.64% Reduce -1.4% 19,817 $4.2M
Bulltick Wealth Management, LLC 1.04% New 19,810 $4.2M
Violich Capital Management, Inc. 0.54% Add +0.5% 19,795 $4.2M
Intellectus Partners, LLC 1.07% Add +2.6% 19,767 $4.2M
LRI Investments, LLC 0.40% Add +195.3% 40,114 $4.2M
Sculati Wealth Management, LLC 1.67% Reduce -1.4% 19,745 $4.2M
Poehling Capital Management, INC. 1.06% Reduce -1.8% 19,740 $4.2M
Pure Financial Advisors, LLC 0.10% Reduce -6.6% 19,718 $4.2M
Avidian Wealth Enterprises, LLC 0.19% Reduce -0.2% 19,691 $4.2M
Proquility Private Wealth Partners, LLC 1.33% Reduce -4.7% 19,666 $4.1M
Account Management LLC 4.93% Reduce -9.4% 19,665 $4.1M
Guardian Investment Management 3.57% Reduce -0.1% 19,649 $4.1M
Integrated Investment Consultants, LLC 0.90% Add +119.1% 40,142 $4.1M
Cobblestone Capital Advisors LLC 0.23% Reduce -0.2% 19,580 $4.1M
Ritter Daniher Financial Advisory LLC / DE 1.20% Reduce -0.5% 19,575 $4.1M
Voya Financial Advisors, Inc. 0.44% Add +8.9% 19,572 $4.1M
RKL Wealth Management LLC 0.37% Add +1.1% 19,512 $4.1M
JT Stratford LLC 0.71% Add +5.4% 19,499 $4.1M
Opinicus Capital, Inc. 3.29% Add +0.3% 19,477 $4.1M
O'Dell Group, LLC 0.91% Reduce -0.9% 19,445 $4.1M
Mayflower Financial Advisors, LLC 0.62% Add +1.4% 19,379 $4.1M
NWF Advisory Services Inc. 0.59% Reduce -14.9% 19,342 $4.1M
Good Life Advisors, LLC 0.25% Add +7.5% 19,335 $4.1M
Huber Capital Management LLC 0.82% No change 19,333 $4.1M
180 Wealth Advisors, LLC 0.64% Reduce -1.3% 19,332 $4.1M
Apexium Financial, LP 0.27% Add +93.3% 19,317 $4.1M
Inspire Trust Co, N.A. 1.12% Add +12.8% 19,309 $4.1M
Aljian Capital Management, LLC 0.95% New 19,272 $4.1M
Raelipskie Partnership 1.98% Add +3.0% 19,264 $4.1M
Harvey Investment Co. LLC 0.46% No change 19,266 $4.1M
New Republic Capital, LLC 2.33% Reduce -79.3% 19,250 $4.1M
Agate Pass Investment Management, LLC 2.03% Reduce -1.4% 19,250 $4.1M
Everett Harris & Co. 0.05% Add +3.2% 19,249 $4.1M
AlphaStar Capital Management, LLC 0.32% Add +16.3% 19,177 $4.0M
Gold Investment Management Ltd. 1.69% Reduce -0.2% 19,186 $4.0M
Piscataqua Savings Bank 3.43% Reduce -1.7% 19,174 $4.0M
Leonteq Securities AG 0.47% Add +31.7% 19,127 $4.0M
Weil Company, Inc. 1.32% Reduce -13.7% 19,123 $4.0M
Sawgrass Asset Management LLC 0.42% Reduce -1.8% 19,090 $4.0M
Leisure Capital Management 1.72% Reduce -6.5% 19,078 $4.0M
Blueprint Investment Partners LLC 0.73% Reduce -3.3% 19,072 $4.0M
St. Louis Trust Co 0.56% Reduce -5.7% 19,040 $4.0M
Heartland Bank & Trust Co 2.16% Reduce -1.0% 19,019 $4.0M
Catalyst Financial Partners LLC 0.78% Add +2.3% 19,015 $4.0M
Processus Wealth & Capital Management, LLC 3.30% Reduce -0.9% 19,013 $4.0M
FLC Capital Advisors 0.92% Reduce -8.0% 19,011 $4.0M
Hedeker Wealth, LLC 1.06% Add +0.1% 18,982 $4.0M
Denali Advisors LLC 0.43% Add +216.2% 18,970 $4.0M
Miller Investment Management, LP 0.42% No change 18,935 $4.0M
Lee Johnson Capital Management, LLC 2.05% New 18,918 $4.0M
White Pine Capital LLC 1.36% Add +2.5% 18,914 $4.0M
Catalyst Funds Management Pty Ltd 0.88% Add +76.6% 18,900 $4.0M
Missouri Trust & Investment Co 1.39% Reduce -1.0% 18,898 $4.0M
Canton Hathaway, LLC 0.99% Reduce -0.3% 18,889 $4.0M
Twin City Private Wealth, LLC 3.45% Reduce -0.4% 18,888 $4.0M
Point Windward Advisors Inc. 1.51% Reduce -3.7% 18,886 $4.0M
Tranquility Partners, LLC 1.44% Reduce -0.4% 18,853 $4.0M
Wynn Capital, LLC 2.60% Add +1.9% 18,843 $4.0M
Peak Planning Group, LLC 1.74% Add +0.3% 18,807 $4.0M
Adero Partners, LLC 0.26% Add +2.2% 18,806 $4.0M
Investment Partners, LTD. 1.65% Reduce -0.7% 18,800 $4.0M
Outfitters Financial LLC 3.25% Reduce -6.5% 18,687 $3.9M
Goldstone Financial Group, LLC 0.68% Add +2.7% 18,642 $3.9M
Central Bank & Trust Co. 0.54% Reduce -0.3% 18,566 $3.9M
Investment Advisory Services Inc. /TX 1.38% Reduce -2.0% 18,563 $3.9M
Worth Financial Advisory Group, LLC 2.30% Reduce -0.6% 18,528 $3.9M
Schwarz Dygos Wheeler Investment Advisors LLC 0.97% Reduce -1.6% 18,496 $3.9M
Brooklyn Investment Group 1.28% Add +8.0% 18,493 $3.9M
Aaron Wealth Advisors LLC 0.46% Add +16.1% 18,456 $3.9M
Advisor OS, LLC 0.39% Add +7.4% 18,449 $3.9M
Prudent Man Advisors, LLC 1.30% Reduce -9.5% 18,444 $3.9M
Oak Family Advisors, LLC 1.40% Add +0.2% 18,433 $3.9M
Chesapeake Asset Management LLC 3.37% Add +0.7% 18,410 $3.9M
Cove Private Wealth, LLC 3.09% No change 18,400 $3.9M
Holowesko Partners Ltd. 2.05% Reduce -21.4% 18,400 $3.9M
United Advisor Group, LLC 0.88% Add +27.7% 18,399 $3.9M
Graybill Wealth Management, LTD. 1.44% Reduce -1.8% 18,389 $3.9M
Moseley Investment Management Inc. 1.55% Add +1.0% 18,385 $3.9M
Burke & Herbert Bank & Trust Co. 0.90% Reduce -2.9% 18,342 $3.9M
Tiemann Investment Advisors, LLC 1.67% Reduce -4.5% 18,332 $3.9M
First United Bank & Trust 1.39% Reduce -5.1% 18,322 $3.9M
Crescent Sterling, Ltd. 3.67% Reduce -4.3% 18,290 $3.9M
Home Federal Bank of Tennessee 1.10% Add +0.9% 18,262 $3.9M
Oak Asset Management, LLC 1.36% Reduce -3.7% 18,218 $3.8M
FCG Investment Co 2.52% Reduce -12.3% 18,207 $3.8M
Portfolio Design Labs, LLC 1.07% Add +78.1% 18,196 $3.8M
Aspen Investment Management Inc 1.79% Add +0.3% 18,189 $3.8M
Archer Investment Corp 1.03% Reduce -11.0% 18,182 $3.8M
Snider Financial Group 1.40% Reduce -0.8% 18,173 $3.8M
Joseph Group Capital Management 1.46% Add +7.4% 18,153 $3.8M
Register Financial Advisors LLC 1.96% Reduce -1.0% 18,150 $3.8M
Ethos Financial Group, LLC 0.64% Reduce -0.5% 18,141 $3.8M
Founders Financial Securities LLC 0.35% Reduce -11.2% 18,115 $3.8M
CGN Advisors LLC 0.38% Add +3.9% 18,105 $3.8M
MeadowBrook Investment Advisors LLC 3.50% Reduce -0.1% 18,094 $3.8M
Arbor Trust Wealth Advisors, LLC 2.00% No change 18,837 $3.8M
L.M. Kohn & Company 0.96% Add +0.4% 18,035 $3.8M
Bell Bank 0.45% Reduce -9.7% 18,032 $3.8M
AustralianSuper Pty Ltd 0.02% Add +37.3% 18,031 $3.8M
Journey Strategic Wealth LLC 0.14% Add +31.1% 18,028 $3.8M
Criterion Capital Advisors, LLC 2.39% No change 18,793 $3.8M
Smith, Moore & Co. 0.36% Reduce -0.3% 18,009 $3.8M
Sawyer & Company, Inc 1.40% Reduce -1.8% 17,995 $3.8M
Congress Park Capital LLC 1.41% Reduce -1.9% 17,978 $3.8M
Affinity Wealth Management LLC 0.67% Add +0.9% 17,974 $3.8M
Mather Group, Llc. 0.05% Reduce -32.1% 17,957 $3.8M
Aries Wealth Management 1.04% Reduce -1.6% 17,893 $3.8M
Banco de Sabadell, S.A 2.83% Reduce -3.9% 17,885 $3.8M
Pinnacle Wealth Planning Services, Inc. 0.51% Add +5.3% 17,852 $3.8M
Cetera Trust Company, N.A 2.30% Add +1.6% 17,851 $3.8M
Guerra Pan Advisors, LLC 3.01% Add +0.4% 17,846 $3.8M
Alpine Bank Wealth Management 0.60% — 17,838 $3.8M
Dumont & Blake Investment Advisors LLC 1.00% Reduce -50.1% 17,804 $3.8M
Atlantic Edge Private Wealth Management, LLC 1.14% Add +2.3% 17,756 $3.7M
Forza Wealth Management, LLC 1.71% Add +2.8% 17,746 $3.7M
Van Cleef Asset Management,Inc 0.41% Reduce -4.4% 17,706 $3.7M
Dover Advisors, LLC 2.11% Add +1.5% 17,641 $3.7M
Mattson Financial Services, LLC 1.33% Reduce -0.7% 18,369 $3.7M
Nvest Financial, LLC 2.11% Reduce -1.2% 17,568 $3.7M
CNB Bank 1.71% Reduce -3.1% 17,561 $3.7M
Cynosure Group, LLC 0.54% Add +2.5% 17,542 $3.7M
Tyche Wealth Partners LLC 0.84% Reduce -2.3% 17,539 $3.7M
CTC LLC 0.17% Reduce -75.1% 17,462 $3.7M
Watts Gwilliam & Co., LLC 0.80% — 17,470 $3.7M
Neo Ivy Capital Management 1.19% New 17,446 $3.7M
Center for Financial Planning, Inc. 0.50% Reduce -3.6% 17,411 $3.7M
Phoenix Wealth Advisors 1.70% Reduce -10.2% 17,411 $3.7M
Pegasus Partners Ltd. 0.34% Add +0.3% 17,388 $3.7M
3Chopt Investment Partners, LLC 1.31% Reduce -0.0% 17,361 $3.7M
Aureus Asset Management, LLC 0.24% Add +0.5% 17,305 $3.6M
Raab & Moskowitz Asset Management LLC 0.92% Add +0.3% 17,289 $3.6M
Ceeto Capital Group, LLC 1.36% Reduce -10.3% 17,276 $3.6M
WP Advisors, LLC 1.33% Reduce -6.3% 17,242 $3.6M
Benin Management CORP 1.02% Add +0.6% 17,224 $3.6M
Source Financial Advisors LLC 1.07% Add +0.0% 17,213 $3.6M
Winthrop Advisory Group LLC 0.45% Add +19.1% 17,135 $3.6M
Spirepoint Private Client, LLC 0.48% Reduce -0.6% 17,134 $3.6M
Valley Brook Capital Group, Inc. 2.60% Reduce -0.0% 17,132 $3.6M
Diversify Wealth Management, LLC 0.35% Reduce -5.6% 16,163 $3.6M
Bull Street Advisors, LLC 1.67% Reduce -2.5% 17,108 $3.6M
Tandem Capital Management Corp. 1.90% Reduce -5.5% 17,070 $3.6M
OneAscent Financial Services LLC 2.58% Reduce -7.0% 17,008 $3.6M
Central Pacific Bank - Trust Division 0.47% Add +0.4% 16,951 $3.6M
Waterloo Capital, L.P. 0.39% Add +2.6% 16,927 $3.6M
Condor Capital Management 0.32% Add +0.3% 16,893 $3.6M
Nvwm, LLC 0.90% Reduce -0.7% 16,833 $3.5M
Glen Eagle Advisors, LLC 0.60% Add +1.4% 16,822 $3.5M
Cordgrass Capital Advisors, LLC 1.03% Reduce -4.6% 16,783 $3.5M
Marion Wealth Management 0.94% Add +3.9% 16,772 $3.5M
Game Plan Financial Advisors, LLC 1.89% Reduce -0.4% 16,771 $3.5M
Peoples Financial Services Corp. 1.60% Reduce -1.7% 16,770 $3.5M
Marest Capital, LLC 2.99% Add +0.3% 16,767 $3.5M
Hanson & Doremus Investment Management 0.56% Reduce -6.5% 16,753 $3.5M
Sustainable Insight Capital Management, LLC 1.60% Reduce -16.5% 16,748 $3.5M
Slocum, Gordon & Co LLP 1.42% Add +0.5% 16,744 $3.5M
Sterling Investment Counsel, LLC 1.26% Add +10.4% 16,737 $3.5M
Moser Wealth Advisors, LLC 1.82% Reduce -1.5% 16,684 $3.5M
Townsend & Associates, Inc 0.36% Add +1.1% 15,656 $3.5M
Sycomore Asset Management 0.58% New 16,671 $3.5M
First City Capital Management, Inc. 1.80% Add +0.1% 16,562 $3.5M
Vectors Research Management, LLC 1.06% Reduce -2.3% 16,567 $3.5M
Dillon & Associates Inc. 0.49% Reduce -0.1% 16,538 $3.5M
KP Management LLC 1.23% No change 16,527 $3.5M
Trivant Custom Portfolio Group, LLC 2.01% Reduce -0.3% 16,486 $3.5M
Regal Investment Advisors LLC 0.24% Reduce -46.1% 16,461 $3.5M
Quadrant Private Wealth Management, LLC 0.86% Reduce -6.0% 16,431 $3.5M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.52% Add +0.6% 16,330 $3.4M
TCI Wealth Advisors, Inc. 0.29% Add +0.9% 16,318 $3.4M
Institute for Wealth Management, LLC. 0.43% Reduce -1.2% 16,313 $3.4M
Hartford Funds Management Co LLC 0.32% Add +2.3% 16,277 $3.4M
Cornell Pochily Investment Advisors, Inc. 1.19% Add +0.1% 16,275 $3.4M
Bremer Bank National Association 0.65% Reduce -1.7% 16,230 $3.4M
Loudon Investment Management, LLC 1.88% Reduce -0.5% 16,228 $3.4M
KKM Financial LLC 1.69% Add +5.3% 16,214 $3.4M
Fulton Breakefield Broenniman LLC 0.24% Add +142.4% 16,214 $3.4M
Martin & Co. Inc. 0.80% Reduce -0.5% 16,168 $3.4M
Asahi Life Asset Management Co., LTD. 2.06% Add +4.8% 16,153 $3.4M
Twelve Points Wealth Management LLC 1.07% Reduce -0.1% 16,101 $3.4M
Town & Country Bank & Trust CO dba First Bankers Trust CO 1.31% Reduce -3.9% 16,098 $3.4M
CFS Investment Advisory Services, LLC 0.28% Reduce -0.8% 15,988 $3.4M
New Potomac Partners, LLC 1.73% Reduce -1.7% 15,978 $3.4M
Optas, LLC 0.77% Add +35.3% 15,971 $3.4M
Wealth Alliance, LLC 0.40% Reduce -2.0% 15,969 $3.4M
Wills Financial Group, Inc. 1.41% Add +0.1% 15,964 $3.4M
Enterprise Financial Services Corp 1.96% Reduce -2.5% 15,923 $3.4M
Phillips Financial Management, LLC 0.26% Add +0.3% 15,912 $3.4M
Eclectic Associates Inc. 1.32% Add +0.1% 15,880 $3.3M
Roof Eidam Maycock Peralta, LLC 0.85% Add +0.7% 15,854 $3.3M
Atom Investors LP 0.35% Reduce -11.9% 15,694 $3.3M
Main Street Financial Solutions, LLC 0.30% Add +1.2% 15,683 $3.3M
Court Place Advisors, LLC 0.96% Reduce -4.3% 15,642 $3.3M
Portside Wealth Group, LLC 0.56% Reduce -9.0% 15,642 $3.3M
Royal Harbor Partners, LLC 1.28% Reduce -1.4% 15,557 $3.3M
Ramirez Asset Management, Inc. 0.63% Add +2.6% 15,527 $3.3M
Delta Financial Advisors LLC 1.19% Add +0.3% 15,519 $3.3M
Counterweight Ventures, LLC 2.32% Reduce -5.0% 15,518 $3.3M
McCarter Private Wealth Services LLC 2.07% — 15,496 $3.3M
Chatham Capital Group, Inc. 0.53% Reduce -1.9% 15,465 $3.3M
Keel Point, LLC 0.27% Add +2.5% 15,464 $3.3M
TriaGen Wealth Management LLC 1.09% Reduce -3.2% 15,459 $3.3M
Pinnacle West Asset Management, Inc. 2.34% Reduce -0.8% 15,455 $3.3M
Sfmg, LLC 0.26% Reduce -0.8% 15,455 $3.3M
Chilton Investment Co. Inc. 0.09% Reduce -0.3% 15,450 $3.3M
Holistic Financial Partners 1.57% Add +0.8% 15,439 $3.3M
Aberdeen Wealth Management LLC 2.14% Add +1.7% 15,433 $3.3M
Permanens Capital L.P. 0.66% Reduce -48.5% 15,429 $3.3M
Pekin Hardy Strauss, Inc. 0.42% Add +4.4% 15,426 $3.3M
Secure Asset Management, LLC 0.55% Reduce -3.3% 15,409 $3.2M
BKM Wealth Management, LLC 1.32% Add +28.5% 15,397 $3.2M
Segment Wealth Management, LLC 0.22% No change 15,361 $3.2M
All Terrain Financial Advisors, LLC 1.24% Reduce -0.1% 15,346 $3.2M
Brophy Wealth Management, LLC 1.16% — 15,322 $3.2M
Ironwood Financial, llc 0.68% Reduce -2.8% 15,301 $3.2M
Cerro Pacific Wealth Advisors LLC 1.22% No change 15,949 $3.2M
Grey Ledge Advisors, LLC 0.83% Reduce -4.2% 15,298 $3.2M
Aull & Monroe Investment Management Corp 1.50% Reduce -2.6% 15,294 $3.2M
Consilium Wealth Advisory, LLC 1.75% Add +1.7% 15,234 $3.2M
Delta Asset Management LLC 0.28% Reduce -2.2% 15,227 $3.2M
Gladius Capital Management LP 1.92% Add +72.3% 15,203 $3.2M
BTG Pactual Asset Management US LLC 0.46% Add +69.4% 15,168 $3.2M
LM Advisors LLC 0.66% Reduce -1.7% 15,153 $3.2M
Elevation Point Wealth Partners, LLC 0.31% Reduce -57.7% 15,141 $3.2M
Northwest Bank & Trust Co 2.41% Add +0.0% 15,056 $3.2M
Invst, LLC 0.38% Add +1.4% 15,033 $3.2M
EULAV Asset Management 0.08% Reduce -21.1% 15,003 $3.2M
Bleichroeder LP 0.85% No change 15,000 $3.2M
Mount Lucas Management LP 1.08% Reduce -47.2% 14,999 $3.2M
G&S Capital LLC 1.33% Add +81.2% 14,993 $3.2M
Hudson Value Partners, LLC 1.23% Add +0.2% 14,988 $3.2M
Commonwealth Financial Services, LLC 0.62% Add +13.0% 15,243 $3.2M
Ullmann Wealth Partners Group, LLC 0.41% Add +44.5% 14,965 $3.2M
Weaver Capital Management LLC 0.95% Reduce -2.3% 14,924 $3.1M
Moneco Advisors, LLC 0.39% Reduce -22.2% 14,918 $3.1M
LS Investment Advisors, LLC 0.46% Add +2.4% 14,915 $3.1M
Weik Capital Management 1.27% Reduce -0.7% 14,882 $3.1M
Accent Capital Management, LLC 1.80% Add +84.4% 14,861 $3.1M
Sittner & Nelson, LLC 1.40% Reduce -0.2% 14,846 $3.1M
Schonfeld Strategic Advisors LLC 0.03% Reduce -17.1% 14,831 $3.1M
Sutton Place Investors LLC 1.91% Add +1.6% 14,831 $3.1M
GS Investments, Inc. 1.39% No change 14,818 $3.1M
Boit C F David 1.54% No change 15,051 $3.1M
FWL Investment Management, LLC 1.19% Add +910.9% 14,749 $3.1M
Angeles Wealth Management, LLC 0.27% Add +4.7% 14,739 $3.1M
Clear Creek Financial Management, LLC 0.35% Reduce -17.9% 14,697 $3.1M
Annis Gardner Whiting Capital Advisors, LLC 0.87% Reduce -5.7% 14,646 $3.1M
Convergence Financial, LLC 0.66% Add +12.1% 14,643 $3.1M
Jackson Hole Capital Partners, LLC 0.64% Add +1.6% 14,633 $3.1M
Legacy Capital Wealth Partners, LLC 0.62% Add +99.1% 14,620 $3.1M
PGIM Custom Harvest LLC 0.06% Add +7.7% 14,578 $3.1M
Krilogy Financial LLC 0.21% Reduce -3.7% 14,570 $3.1M
Eads & Heald Wealth Management 1.45% Reduce -7.7% 14,533 $3.1M
SWS Partners 0.98% Reduce -33.2% 14,518 $3.1M
Mb, Levis & Associates, LLC 1.51% Add +0.2% 14,497 $3.1M
MJP Associates Inc. 0.58% Add +3.7% 14,474 $3.1M
Ballast, Inc. 0.86% Reduce -1.1% 14,428 $3.0M
Prestige Wealth Management Group LLC 0.63% Reduce -33.8% 14,420 $3.0M
Boltwood Capital Management 0.90% Add +0.1% 14,410 $3.0M
Millennium Management 0.00% Reduce -98.0% 14,388 $3.0M
Paradigm Capital Management, LLC 2.92% — 14,343 $3.0M
Resolute Wealth Strategies, LLC 1.57% Add +0.5% 14,330 $3.0M
First Dallas Securities Inc. 1.26% Reduce -2.9% 14,317 $3.0M
Aprio Wealth Management, LLC 0.48% Reduce -0.4% 14,315 $3.0M
Beck Capital Management, LLC 0.81% Add +7.0% 14,314 $3.0M
Algert Global LLC 0.08% New 14,310 $3.0M
Advus Financial Partners, LLC 0.86% Reduce -0.4% 14,292 $3.0M
Jeppson Wealth Management, LLC 1.08% Reduce -0.3% 14,288 $3.0M
FinTrust Capital Advisors, LLC 0.51% Add +12.0% 14,277 $3.0M
Greenline Partners, LLC 0.43% Reduce -26.0% 14,273 $3.0M
Rockingstone Advisors LLC 1.48% Add +1.0% 14,264 $3.0M
First Commonwealth Financial Corp 0.72% Add +0.4% 14,251 $3.0M
Grandview Asset Management LLC 1.72% Reduce -4.5% 14,230 $3.0M
Brady Family Wealth, LLC 0.90% Add +0.4% 14,226 $3.0M
Biltmore Family Office, LLC 0.51% Add +4.8% 14,222 $3.0M
GoalVest Advisory LLC 0.86% Add +4.1% 14,207 $3.0M
Hudson Canyon Capital Management 1.94% No change 14,207 $3.0M
Two Sigma Investments, LP 0.01% Reduce -93.4% 14,200 $3.0M
Empirical Asset Management, LLC 1.07% Reduce -0.4% 22,023 $3.0M
Kiley Juergens Wealth Management, LLC 0.78% Reduce -1.0% 14,198 $3.0M
Gleason Group, Inc. 0.55% Reduce -0.7% 14,195 $3.0M
Ranch Capital Advisors Inc. 1.41% Add +0.9% 14,166 $3.0M
IPG Investment Advisors LLC 0.65% Add +23.7% 14,155 $3.0M
Integral Investment Advisors, Inc. 0.81% Add +4.1% 14,150 $3.0M
Sage Investment Advisers LLC 3.12% Add +0.7% 14,135 $3.0M
Sierra Summit Advisors LLC 0.68% Add +20.4% 14,118 $3.0M
LYNX Capital Group Ltd. 1.93% Reduce -5.0% 14,092 $3.0M
Lafayette Investments, Inc. 0.63% Reduce -0.2% 14,093 $3.0M
Shaker Investments LLC 1.24% New 14,091 $3.0M
Monument Capital Management 0.82% Reduce -1.9% 14,060 $3.0M
Hartline Investment Corp./ 0.37% Add +0.3% 14,054 $3.0M
Verus Capital Partners, LLC 0.29% Add +0.0% 14,011 $3.0M
Benedict Financial Advisors Inc. 0.70% Reduce -2.9% 13,959 $2.9M
Twin Lakes Capital Management, LLC 1.89% Reduce -1.2% 13,892 $2.9M
KLCM Advisors, Inc. 0.35% Reduce -0.4% 13,869 $2.9M
Colonial River Investments, LLC 1.45% Add +80.4% 13,852 $2.9M
Channel Wealth LLC 0.96% Add +10.8% 13,827 $2.9M
Alaethes Wealth, LLC 1.07% Reduce -9.2% 13,801 $2.9M
Capital City Trust Co. 0.72% Add +29.3% 13,779 $2.9M
Etesian Wealth Advisors, Inc. 1.31% Reduce -0.9% 13,773 $2.9M
Bedell Frazier Investment Counselling, LLC 0.69% Reduce -0.2% 13,771 $2.9M
Onyx Bridge Wealth Group LLC 0.44% Add +1.8% 13,763 $2.9M
Orleans Capital Management Corp. 1.65% Reduce -1.1% 13,753 $2.9M
Abundance Wealth Counselors 0.60% Reduce -4.2% 13,712 $2.9M
Guardian Capital LP 0.11% Reduce -2.8% 13,669 $2.9M
Elyxium Wealth, LLC 1.59% — 13,666 $2.9M
Weatherly Asset Management L. P. 0.25% Add +17.9% 13,657 $2.9M
Carl P. Sherr & Co., LLC 1.51% Add +0.0% 13,649 $2.9M
Fiduciary Family Office, LLC 0.95% Reduce -1.9% 13,642 $2.9M
Alexander Randolph Advisory, Inc. 2.54% Reduce -24.3% 13,629 $2.9M
Birmingham Capital Management Co. Inc. 1.05% Reduce -1.1% 13,629 $2.9M
Lantern Wealth Advisors, LLC 1.98% Add +0.4% 13,567 $2.9M
Davidson Trust Co. 1.47% Add +24.6% 13,565 $2.9M
NORTHSTAR ASSET MANAGEMENT Co 0.66% Reduce -34.0% 13,565 $2.9M
Second Half Financial Partners, LLC 1.51% Reduce -32.9% 13,549 $2.9M
Wealth Alliance Advisory Group, LLC 0.60% Add +0.7% 13,536 $2.9M
Arlington Trust Co LLC 0.62% Add +0.6% 13,522 $2.9M
Allred Capital Management, LLC 1.12% Reduce -0.7% 13,521 $2.9M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.08% Add +0.0% 12,932 $2.8M
Sax Wealth Advisors, LLC 0.25% Add +21.4% 13,461 $2.8M
Titleist Asset Management, LLC 0.41% Reduce -1.3% 13,447 $2.8M
Savvy Advisors, Inc. 0.58% Add +25.3% 13,446 $2.8M
Trinity Financial Advisors LLC 1.27% Add +4.7% 19,424 $2.8M
Catalina Capital Group, LLC 0.96% Add +14.3% 13,423 $2.8M
Brendel Financial Advisors LLC 1.60% Reduce -0.4% 13,383 $2.8M
Sentry Investment Management LLC 1.19% Reduce -5.0% 13,374 $2.8M
BlackDiamond Wealth Management, LLC 1.70% Add +2.2% 11,726 $2.8M
Aft, Forsyth & Sober, LLC 0.92% Add +1.5% 13,300 $2.8M
Balyasny Asset Management L.P. 0.01% Reduce -87.0% 13,297 $2.8M
Insight Inv LLC 2.34% Reduce -5.6% 13,241 $2.8M
Cim Investment Management Inc. 0.82% Reduce -2.0% 13,187 $2.8M
Legacy Wealth Management, LLC / MS 1.02% Add +4.0% 13,168 $2.8M
Optimum Investment Advisors 1.20% Reduce -1.5% 13,145 $2.8M
KPP Advisory Services LLC 0.66% Add +0.8% 13,136 $2.8M
Highline Wealth Partners LLC 0.92% Add +74.1% 13,074 $2.8M
Chapman Investment Management, LLC 2.01% No change 13,047 $2.8M
Traphagen Investment Advisors LLC 0.28% Add +0.9% 13,045 $2.8M
Quent Capital, LLC 0.28% Add +2.0% 13,047 $2.8M
Capital Management Associates 3.06% Reduce -0.5% 13,028 $2.7M
Norris Perne & French LLP 0.19% Add +17.9% 13,026 $2.7M
Gerber Kawasaki Wealth & Investment Management 0.13% Reduce -2.2% 13,001 $2.7M
Ulysses Management LLC 0.63% Add +8.3% 13,000 $2.7M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.41% Reduce -43.5% 13,000 $2.7M
Union Savings Bank 1.34% Add +0.6% 12,970 $2.7M
S.E.E.D. Planning Group LLC 0.91% Reduce -3.4% 12,958 $2.7M
LMG Wealth Partners, LLC 0.63% Reduce -1.9% 12,954 $2.7M
First Trust Investment Solutions L.P. 0.31% Reduce -59.4% 12,947 $2.7M
National Philanthropic Trust 0.05% Add +0.1% 12,924 $2.7M
Nicholas Hoffman & Company, LLC. 0.11% Add +0.2% 12,918 $2.7M
Marvin & Palmer Associates Inc. 2.28% New 12,894 $2.7M
Southland Equity Partners LLC 0.66% Add +23.8% 12,863 $2.7M
Falcon Wealth Planning 0.32% Add +0.3% 12,861 $2.7M
Valley National Advisers Inc. 0.49% Reduce -48.9% 12,856 $2.7M
Wulff, Hansen & Co. 2.45% Reduce -7.2% 12,851 $2.7M
MCF Advisors LLC 0.19% Add +0.5% 12,847 $2.7M
Quotient Wealth Partners, LLC 0.09% Add +0.6% 12,842 $2.7M
Greenwich Wealth Management LLC 0.18% Add +0.5% 12,771 $2.7M
Signature Wealth Management Partners, LLC 1.95% Reduce -7.2% 12,770 $2.7M
Ellerson Group Inc. 2.11% Add +0.5% 12,734 $2.7M
Fragasso Financial Advisors Inc 0.21% Reduce -9.8% 12,730 $2.7M
PYA Waltman Capital, LLC 0.88% Add +3.6% 12,716 $2.7M
Corrado Advisors, LLC 1.68% Reduce -4.2% 12,708 $2.7M
Tradition Wealth Management, LLC 0.24% Add +4.5% 12,703 $2.7M
Burford Brothers, Inc. 1.39% Add +0.3% 12,678 $2.7M
Neumann Capital Management, LLC 0.89% Reduce -7.3% 12,672 $2.7M
Prosperitas Financial LLC 1.44% Add +8.6% 12,652 $2.7M
Acorn Wealth Advisors, LLC 1.15% Add +8.5% 12,650 $2.7M
Continental Advisors LLC 1.97% Reduce -16.5% 12,635 $2.7M
Heritage Wealth Advisors 0.13% Add +4.1% 12,632 $2.7M
HF Advisory Group, LLC 1.23% Add +6.1% 12,594 $2.7M
Eagle Bluffs Wealth Management LLC 1.43% Add +0.7% 12,589 $2.7M
Granite Group Advisors, LLC 1.70% Reduce -13.6% 12,561 $2.6M
Cornerstone Advisory, LLC 0.35% Add +1.3% 12,557 $2.6M
High Net Worth Advisory Group LLC 0.74% Reduce -4.1% 12,542 $2.6M
Peoples Bank 1.77% Reduce -0.0% 12,541 $2.6M
Readystate Asset Management LP 0.33% New 12,504 $2.6M
Revolve Wealth Partners, LLC 0.40% Add +18.1% 12,481 $2.6M
Marble Harbor Investment Counsel, LLC 0.29% No change 12,479 $2.6M
Kenora Financial, LLC 1.05% Add +1.0% 12,473 $2.6M
Autumn Glory Partners, LLC 1.01% Add +22.4% 12,456 $2.6M
Meadow Creek Wealth Advisors LLC 2.08% Add +4.2% 12,464 $2.6M
Bath Savings Trust Co 0.26% Reduce -2.4% 12,458 $2.6M
Roman Butler Fullerton & Co. 0.79% Add +0.2% 11,808 $2.6M
Eisler Capital (UK) Ltd. 0.62% New 12,417 $2.6M
Insight Wealth Strategies, LLC 0.34% Add +1.4% 12,404 $2.6M
Peoples Bank 1.33% Reduce -6.8% 12,384 $2.6M
Amplius Wealth Advisors, LLC 0.28% Add +1.5% 12,366 $2.6M
44 Wealth Management LLC 0.92% — 11,652 $2.6M
LCNB Corp. 0.92% Reduce -4.2% 12,288 $2.6M
Purus Wealth Management, LLC 1.10% Reduce -2.8% 12,264 $2.6M
Pinnacle Holdings, LLC 1.14% Reduce -1.3% 12,248 $2.6M
Wolff Wiese Magana LLC 1.76% Add +1.5% 12,225 $2.6M
Winthrop Capital Management, LLC 1.23% Reduce -1.9% 12,210 $2.6M
Aristotle Capital Management, LLC 0.00% No change 12,211 $2.6M
Berger Financial Group, Inc 0.19% Add +87.9% 12,184 $2.6M
One Charles Private Wealth Services, LLC 0.98% Add +0.4% 12,179 $2.6M
Lindenwold Advisors, INC 1.29% Add +0.7% 12,160 $2.6M
Aire Advisors, LLC 0.57% Reduce -0.1% 12,159 $2.6M
Schear Investment Advisers, LLC 1.58% Add +18.3% 12,144 $2.6M
FSB Premier Wealth Management, Inc. 1.05% Add +16.4% 12,137 $2.6M
Financial Advisors, LLC 0.49% No change 12,128 $2.6M
Byrne Asset Management LLC 1.78% Reduce -1.1% 12,106 $2.6M
Interchange Capital Partners, LLC 0.91% Add +1.1% 12,102 $2.6M
Magnolia Capital Advisors LLC 1.27% Reduce -7.6% 12,070 $2.5M
Cozad Asset Management Inc. 0.24% Reduce -2.2% 12,054 $2.5M
LVM Capital Management Ltd. 0.29% No change 12,560 $2.5M
FWG Holdings, LLC 1.26% Add +0.9% 11,255 $2.5M
Axiom Advisory, LLC 0.02% Add +3.8% 12,011 $2.5M
Bayesian Capital Management, LP 0.30% New 11,975 $2.5M
Blake Schutter Theil Wealth Advisors, LLC 1.81% — 11,971 $2.5M
Teza Capital Management LLC 0.28% Add +5.9% 11,970 $2.5M
Canopy Partners, LLC 1.08% Add +7.9% 11,951 $2.5M
Kesler, Norman & Wride, LLC 0.49% Reduce -23.2% 11,914 $2.5M
Aldebaran Capital, LLC 2.30% No change 11,907 $2.5M
WBH Advisory Inc. 0.24% Reduce -0.6% 11,901 $2.5M
BSW Wealth Partners 0.38% Add +10.2% 11,887 $2.5M
Advisory Alpha, LLC 0.09% Add +6.5% 11,882 $2.5M
Aviso Financial Inc. 0.12% Add +15.3% 11,872 $2.5M
Waddell & Associates, LLC 0.30% Add +0.1% 11,859 $2.5M
ORG Partners LLC 0.40% Reduce -14.8% 11,847 $2.5M
Dagco, Inc. 1.03% Add +0.0% 11,853 $2.5M
Fortem Financial Group, LLC 1.02% Reduce -19.1% 11,841 $2.5M
Canvas Wealth Advisors, LLC 0.69% Add +13.4% 11,830 $2.5M
Shum Financial Group, Inc. 2.08% — 11,257 $2.5M
Kennebec Savings Bank 2.47% — 11,821 $2.5M
Aft, Forsyth & Company, Inc. 1.23% Reduce -1.8% 11,811 $2.5M
Cliftonlarsonallen Wealth Advisors, LLC 0.06% New 11,793 $2.5M
Castle Rock Wealth Management, LLC 0.59% Reduce -0.7% 11,738 $2.5M
Camarda Financial Advisors, LLC 0.93% Reduce -2.9% 11,744 $2.5M
Belmont Capital, LLC 0.41% Reduce -30.7% 11,738 $2.5M
Iams Wealth Management, LLC 1.22% Add +3.5% 11,737 $2.5M
Highview Capital Management LLC 1.01% Add +4.0% 11,730 $2.5M
HMS Capital Management, LLC 1.21% Add +1.1% 11,726 $2.5M
Vivid Wealth Management, LLC 1.29% Reduce -1.9% 11,719 $2.5M
Park Edge Advisors, LLC 0.70% Add +3.3% 11,692 $2.5M
W1M Asset Management Ltd 0.20% New 11,668 $2.5M
Correct Capital Wealth Management 0.54% Add +11.6% 11,665 $2.5M
Dark Forest Capital Management LP 0.31% Add +201.4% 11,617 $2.4M
Fort Point Capital Partners LLC 0.31% Add +5.7% 11,597 $2.4M
Blue Square Asset Management, LLC 1.31% Add +2.0% 11,595 $2.4M
Morton Capital Management LLC 0.48% Add +20.4% 11,570 $2.4M
First Financial Corp. 1.16% Reduce -4.6% 11,546 $2.4M
American Investment Services, Inc. 0.41% Add +2.6% 11,545 $2.4M
Woodward Diversified Capital, LLC 1.54% Reduce -0.8% 11,535 $2.4M
Brasada Capital Management, LP 0.42% New 11,726 $2.4M
Diversified, LLC 0.27% Add +1.0% 11,514 $2.4M
Diversified Enterprises, LLC 0.27% — 11,514 $2.4M
First County Bank 1.20% Reduce -0.7% 11,504 $2.4M
Paces Ferry Wealth Advisors, LLC 1.39% Reduce -0.6% 11,484 $2.4M
Auxano Advisors, LLC 0.63% Add +0.5% 11,482 $2.4M
Perpetual Ltd 0.03% Add +3.1% 11,463 $2.4M
MBA Advisors LLC 1.16% Reduce -1.3% 11,460 $2.4M
Bigelow Investment Advisors, LLC 1.08% Add +0.2% 11,436 $2.4M
BOS Asset Management, LLC 0.89% Add +11.0% 11,431 $2.4M
Stanley-Laman Group, Ltd. 0.31% Add +4.3% 11,410 $2.4M
West Paces Advisors Inc. 0.59% Add +5.0% 11,394 $2.4M
Money Concepts Capital Corp. 0.18% Reduce -2.0% 11,387 $2.4M
Well Done, LLC 0.44% Reduce -9.0% 11,353 $2.4M
Faithward Advisors, LLC 0.41% Reduce -4.6% 11,291 $2.4M
Northern Financial Advisors Inc 1.81% Add +1.8% 11,283 $2.4M
Blodgett Wealth Advisors, LLC 2.00% Add +1.8% 11,261 $2.4M
Cornercap Investment Counsel Inc. 0.70% Reduce -59.9% 11,260 $2.4M
Wealth Management Partners, LLC 1.10% Add +1.4% 11,253 $2.4M
Pinnacle Wealth Management Group, Inc. 1.50% Add +0.6% 11,252 $2.4M
Cranbrook Wealth Management, LLC 0.54% Add +26.7% 11,210 $2.4M
Astoria Portfolio Advisors LLC. 0.81% Reduce -27.1% 10,634 $2.4M
Palumbo Wealth Management LLC 0.92% Add +12.2% 11,187 $2.4M
CIC Wealth, LLC 0.61% Add +2.1% 11,184 $2.4M
Arcataur Capital Management LLC 0.80% Add +0.1% 11,167 $2.4M
Birinyi Associates Inc. 0.68% Add +0.0% 11,160 $2.4M
Zions Bancorporation, N.A. 0.17% Add +2.5% 11,157 $2.4M
Exchange Bank 1.92% Reduce -10.1% 11,149 $2.4M
Cacti Asset Management LLC 0.17% No change 11,110 $2.4M
Orrstown Financial Services Inc. 0.69% Add +69.7% 11,143 $2.3M
Hazlett, Burt & Watson, Inc. 1.08% Add +2.0% 11,128 $2.3M
Total Clarity Wealth Management, Inc. 0.75% Add +3.1% 11,096 $2.3M
Lee Financial Co 0.33% Add +10.9% 11,093 $2.3M
Stableford Capital II LLC 0.93% Reduce -1.5% 10,522 $2.3M
Breakwater Capital Group 0.47% Add +3.6% 11,077 $2.3M
Diligent Investors, LLC 0.54% Add +0.1% 11,070 $2.3M
Sonata Capital Group Inc. 0.98% Reduce -3.5% 11,046 $2.3M
Windsor Capital Management, LLC 0.68% Reduce -2.1% 11,039 $2.3M
Mainstay Capital Management LLC 0.39% Reduce -0.1% 11,033 $2.3M
Providence First Trust Co 0.99% Add +111.7% 11,032 $2.3M
Aldebaran Financial Inc. 2.74% Add +3.2% 11,021 $2.3M
WealthBridge Capital Management, LLC 0.67% Add +6.1% 11,007 $2.3M
St. Johns Investment Management Company, LLC 1.09% Reduce -5.5% 10,987 $2.3M
Legato Capital Management LLC 0.29% Reduce -25.4% 10,985 $2.3M
Hilltop National Bank 0.70% Reduce -2.8% 10,946 $2.3M
Okabena Investment Services Inc. 0.65% Add +3.4% 10,924 $2.3M
Trillium Asset Management, LLC 0.06% Reduce -0.3% 10,902 $2.3M
Letson Investment Management, Inc. 0.90% Add +0.0% 10,888 $2.3M
Schrum Private Wealth Management LLC 1.19% Reduce -5.7% 10,880 $2.3M
Spreng Capital Management, Inc. 1.10% Reduce -31.1% 10,873 $2.3M
626 Financial, LLC 1.27% Reduce -1.2% 10,858 $2.3M
MGB Wealth Management, LLC 0.84% Reduce -5.4% 10,861 $2.3M
Baker Tilly Wealth Management, LLC 1.01% Reduce -14.0% 10,826 $2.3M
Vestmark Advisory Solutions, Inc. 0.08% Add +9.8% 10,787 $2.3M
Chesapeake Wealth Management 0.78% Add +1.0% 10,786 $2.3M
Oder Investment Management, LLC 1.95% Reduce -0.4% 10,761 $2.3M
Fortune Financial Advisors, LLC 2.05% Reduce -32.8% 10,753 $2.3M
Passumpsic Savings Bank 1.49% Add +15.1% 10,753 $2.3M
Donald L. Hagan, LLC 1.16% Reduce -5.5% 10,750 $2.3M
Zhang Financial LLC 0.14% Reduce -5.7% 10,747 $2.3M
Lakeshore Financial Planning, Inc. 1.00% Reduce -0.5% 10,732 $2.3M
Summit Financial Strategies, Inc. 0.25% Reduce -0.9% 10,734 $2.3M
Park Place Capital Corp 0.65% Add +19.7% 10,734 $2.3M
First Bank & Trust 0.43% Reduce -3.4% 10,734 $2.3M
TKG Advisors, LLC 1.12% Add +96.8% 10,732 $2.3M
Farrow Financial, Inc. 1.42% Reduce -1.9% 10,718 $2.3M
Carson Advisory Inc. 1.42% Reduce -2.3% 10,710 $2.3M
Princeton Capital Management LLC 0.71% Add +0.9% 10,710 $2.3M
CVA Family Office, LLC 0.37% Add +0.3% 10,703 $2.3M
Financial Management Professionals, Inc. 0.28% Add +0.3% 10,699 $2.3M
Engineers Gate Manager LP 0.04% Reduce -33.4% 10,699 $2.3M
Vista Investment Partners LLC 0.72% Reduce -0.2% 10,698 $2.3M
Select Asset Management & Trust 0.83% Add +20.6% 10,680 $2.3M
Axecap Investments, LLC 1.71% — 10,679 $2.3M
Alera Investment Advisors, LLC 0.26% Add +4.5% 10,655 $2.2M
Keudell/Morrison Wealth Management 0.61% Reduce -0.6% 10,645 $2.2M
Finivi Inc. 1.82% Add +54.5% 10,637 $2.2M
Gilbert & Cook, Inc. 0.31% Reduce -0.3% 10,628 $2.2M
MBL Wealth, LLC 0.24% Add +0.8% 10,621 $2.2M
Harmony Asset Management LLC 0.82% Add +7.6% 10,610 $2.2M
Hunter Associates Investment Management LLC 0.35% Reduce -3.4% 10,603 $2.2M
1620 Investment Advisors, Inc. 1.65% Reduce -15.3% 10,581 $2.2M
Balboa Wealth Partners 0.56% Add +6.5% 10,568 $2.2M
InTrack Investment Management Inc 1.58% Add +79.0% 10,548 $2.2M
TBH Global Asset Management, LLC 0.48% Add +2.1% 10,542 $2.2M
Tempus Wealth Planning, LLC 0.81% Add +10.5% 10,529 $2.2M
Hemenway Trust Co LLC 0.18% Reduce -2.9% 10,527 $2.2M
Kowal Investment Group, LLC 0.41% Add +1.9% 10,520 $2.2M
Pensionfund Sabic 0.69% Add +75.0% 10,500 $2.2M
Notis-McConarty Edward 1.00% Reduce -4.2% 10,498 $2.2M
First Citizens Financial Corp 1.17% Reduce -0.7% 10,491 $2.2M
New Millennium Group LLC 1.43% Reduce -13.3% 10,474 $2.2M
Greater Midwest Financial Group, LLC 1.29% Add +0.5% 10,464 $2.2M
IMS Capital Management 0.99% No change 10,445 $2.2M
Applied Capital LLC 1.71% Reduce -0.8% 10,435 $2.2M
Wealth Architects, LLC 0.25% Reduce -0.1% 10,408 $2.2M
Kidder Stephen W 0.65% Reduce -7.3% 10,407 $2.2M
Callan Capital, LLC 0.15% Add +12.1% 10,405 $2.2M
Epacria Capital Partners, LLC 1.50% No change 10,400 $2.2M
Secured Retirement Advisors, LLC 1.58% Add +2.9% 10,393 $2.2M
Fortitude Family Office, LLC 0.87% Add +40.2% 10,389 $2.2M
Capital Advisors, Ltd. LLC 0.27% Add +0.7% 10,388 $2.2M
Pointe Capital Management LLC 1.28% Reduce -18.0% 10,375 $2.2M
Morningstar Investment Management LLC 0.22% Reduce -38.1% 9,869 $2.2M
Godshalk Welsh Capital Management, Inc. 1.38% Reduce -1.9% 10,345 $2.2M
China Universal Asset Management Co., Ltd. 0.24% Add +131.9% 10,319 $2.2M
Armstrong, Fleming & Moore, Inc 1.27% Add +0.0% 10,317 $2.2M
Matrix Private Capital Group LLC 1.25% No change 10,268 $2.2M
MWA Asset Management 1.44% Add +2.6% 10,251 $2.2M
WCM Investment Management, LLC 0.00% Add +324.6% 10,258 $2.2M
BHK Investment Advisors, LLC 0.80% Reduce -2.7% 10,228 $2.2M
Trail Ridge Investment Advisors, LLC 1.03% Reduce -0.1% 9,652 $2.2M
Capstone Investment Advisors, LLC 0.08% Add +107.5% 10,225 $2.2M
Strong Tower Advisory Services 0.60% Add +16.0% 10,204 $2.2M
Net Worth Advisory Group 0.64% — 10,193 $2.1M
Proficio Capital Partners LLC 0.21% Reduce -28.0% 10,185 $2.1M
Sage Rhino Capital LLC 0.48% Add +0.2% 10,180 $2.1M
Evergreen Wealth Management, LLC 1.29% Reduce -11.5% 10,170 $2.1M
Silicon Valley Capital Partners 0.28% Add +4.7% 10,166 $2.1M
Elmwood Wealth Management, Inc. 0.88% Reduce -1.1% 10,157 $2.1M
Lederer & Associates Investment Counsel 1.50% Reduce -31.5% 10,142 $2.1M
CRA Financial Services, LLC 0.39% Add +0.7% 10,140 $2.1M
Emprise Bank 1.23% Reduce -6.3% 10,138 $2.1M
Matrix Trust Co 0.40% Reduce -0.2% 10,136 $2.1M
CoreFirst Bank & Trust 1.23% Reduce -2.0% 10,133 $2.1M
Corundum Group, Inc. 0.97% Reduce -24.9% 10,133 $2.1M
Legacy Capital Group California, Inc. 0.71% Add +24.1% 10,114 $2.1M
Prentice Wealth Management LLC 0.63% Reduce -4.1% 10,096 $2.1M
West Family Investments, Inc. 0.72% Add +8.2% 10,094 $2.1M
First National Bank of Hutchinson 1.38% Reduce -11.8% 10,090 $2.1M
Pinnacle Wealth Management, LLC 2.54% Reduce -2.3% 10,087 $2.1M
Centennial Bank 0.97% Reduce -9.2% 10,083 $2.1M
Brass Tax Wealth Management, Inc. 0.46% Add +22.7% 10,083 $2.1M
Focused Wealth Management, Inc 0.29% Add +0.2% 10,078 $2.1M
CFO4Life Group, LLC 0.38% Add +1.2% 10,062 $2.1M
Rothschild Wealth LLC 0.63% Add +4.5% 10,059 $2.1M
Tyler-Stone Wealth Management 0.40% Add +155.3% 10,054 $2.1M
Old Mission Investment Co LLC 0.65% Add +2.6% 10,047 $2.1M
Cardinal Capital Management, Inc. 0.09% Reduce -93.9% 10,040 $2.1M
Global Trust Asset Management, LLC 0.78% Add +3.5% 10,029 $2.1M
Morris Financial Concepts, Inc. 0.91% Add +4.4% 10,029 $2.1M
Weaver C. Barksdale & Associates, Inc. 1.90% Reduce -3.8% 10,000 $2.1M
Westmount Partners, LLC 0.63% Reduce -4.0% 9,994 $2.1M
Cypress Wealth Services, LLC 0.44% Add +4.5% 9,984 $2.1M
Harel Insurance Investments & Financial Services Ltd. 0.04% Reduce -3.2% 9,982 $2.1M
Fortis Capital Advisors, LLC 0.70% Add +32.9% 9,970 $2.1M
Waterfront Wealth Inc. 0.51% Add +3.3% 9,374 $2.1M
Pinion Investment Advisors, LLC 0.88% Add +4.7% 9,937 $2.1M
US Asset Management LLC 1.85% Reduce -1.4% 8,685 $2.1M
Ignite Planners, LLC 0.48% Reduce -0.6% 9,916 $2.1M
FSM Wealth Advisors, LLC 0.55% Add +5.6% 9,912 $2.1M
Paulson Wealth Management Inc. 0.56% Reduce -0.3% 9,894 $2.1M
Trust Investment Advisors 1.33% Reduce -5.8% 9,892 $2.1M
Meridian Financial Partners LLC 1.05% Reduce -0.9% 9,881 $2.1M
CKW Financial Group 0.25% Reduce -6.8% 10,053 $2.1M
Redhawk Wealth Advisors, Inc. 0.30% Reduce -12.3% 9,846 $2.1M
Ruffer LLP 0.07% Reduce -51.4% 9,850 $2.1M
Hemington Wealth Management 0.56% Reduce -0.8% 9,324 $2.1M
LifeSteps Financial, Inc. 1.62% Add +0.1% 9,811 $2.1M
VCI Wealth Management LLC 0.92% Add +228.6% 9,805 $2.1M
AA Financial Advisors, LLC 0.60% Add +11.8% 9,763 $2.1M
Coastal Bridge Advisors, LLC 0.51% Reduce -0.2% 9,762 $2.1M
Birchbrook, Inc. 1.14% Reduce -15.8% 9,761 $2.1M
Cannon Advisors, Inc. 1.68% — 9,777 $2.1M
Raleigh Capital Management Inc. 0.79% Reduce -2.5% 9,758 $2.1M
Kapstone Financial Advisors LLC 1.25% Add +4.5% 9,768 $2.1M
Ramsay, Stattman, Vela & Price, Inc. 0.38% No change 9,741 $2.1M
Hollow Brook Wealth Management LLC 0.61% Add +0.1% 9,732 $2.1M
Sky Investment Group LLC 0.38% Reduce -0.6% 9,718 $2.0M
Barrett & Company, Inc. 0.89% Reduce -2.7% 9,711 $2.0M
Sather Financial Group Inc 0.13% Add +17.3% 9,709 $2.0M
Drive Wealth Management, LLC 0.53% Reduce -1.9% 9,685 $2.0M
Personal Cfo Solutions, LLC 0.29% Add +3.8% 9,684 $2.0M
My Legacy Advisors, LLC 0.81% Reduce -18.1% 9,669 $2.0M
Edgestream Partners, L.P. 0.09% Add +62.7% 9,661 $2.0M
Mosaic Financial Group, LLC 1.45% Reduce -0.4% 9,656 $2.0M
Lakeridge Wealth Management LLC 1.12% Reduce -0.3% 9,644 $2.0M
WR Wealth Planners, LLC 0.57% Add +0.6% 9,641 $2.0M
DE Burlo Group Inc. 0.25% Add +10.1% 9,623 $2.0M
Saxon Interests, Inc. 0.92% Reduce -2.3% 9,620 $2.0M
Arax Advisory Partners 0.18% Reduce -1.1% 9,599 $2.0M
Summit Financial Wealth Advisors, LLC 0.38% Add +0.0% 9,579 $2.0M
PhiloSmith Capital Corp 0.51% No change 9,550 $2.0M
Navalign, LLC 0.59% Reduce -0.6% 9,526 $2.0M
Signet Financial Management, LLC 0.26% Add +0.2% 9,521 $2.0M
Armor Investment Advisors, LLC 0.83% Reduce -39.0% 9,520 $2.0M
United Community Bank 0.78% Reduce -14.3% 9,506 $2.0M
Towercrest Capital Management 0.32% Reduce -7.8% 9,499 $2.0M
Vicus Capital 0.18% Reduce -14.7% 9,492 $2.0M
Beacon Financial Advisory LLC 0.68% Reduce -2.8% 9,477 $2.0M
CMT Capital Markets Trading GmbH 0.91% Reduce -19.7% 9,472 $2.0M
Washington Capital Management, Inc. 1.54% Reduce -8.4% 9,465 $2.0M
Yarger Wealth Strategies, LLC 1.10% Reduce -0.8% 9,448 $2.0M
Apella Capital, LLC 0.08% Add +7.2% 9,601 $2.0M
South Street Advisors LLC 0.30% Reduce -23.5% 9,432 $2.0M
Caldwell Sutter Capital, Inc. 0.92% Reduce -1.4% 9,398 $2.0M
RW Investment Management LLC 0.25% Reduce -1.1% 9,391 $2.0M
Fullcircle Wealth LLC 0.89% Add +6.2% 8,766 $2.0M
Clarus Group, Inc. 0.83% Reduce -1.3% 9,349 $2.0M
Gateway Advisory, LLC 0.32% Reduce -7.7% 9,343 $2.0M
MRP Capital Investments, LLC 1.87% Reduce -5.4% 9,337 $2.0M
JSF Financial, LLC 0.57% Add +0.9% 9,335 $2.0M
Lebenthal Global Advisors, LLC 0.40% Add +13.1% 9,312 $2.0M
Sandy Cove Advisors, LLC 0.80% Reduce -1.5% 9,309 $2.0M
Arbor Capital Management Inc. 1.85% Reduce -10.2% 9,400 $2.0M
Grant/GrossMendelsohn, LLC 0.84% Add +1.8% 9,283 $2.0M
McGlone Suttner Wealth Management, Inc. 0.41% Add +20.0% 9,261 $2.0M
Riverview Trust Co 1.72% Reduce -1.2% 9,260 $2.0M
Strait & Sound Wealth Management LLC 0.95% Reduce -4.9% 9,257 $2.0M
Precedent Wealth Partners, LLC 0.64% Add +5.9% 9,242 $1.9M
Masso Torrence Wealth Management Inc. 1.05% Reduce -0.9% 9,219 $1.9M
Brown Financial Advisors 0.80% Reduce -15.5% 9,207 $1.9M
One Plus One Wealth Management, LLC 1.15% Reduce -1.1% 9,205 $1.9M
Perennial Investment Advisors, LLC 0.25% Reduce -2.8% 9,204 $1.9M
Dohj, LLC 0.45% Add +3.6% 9,348 $1.9M
Granger Management LLC 0.38% Reduce -7.1% 9,159 $1.9M
Cape Ann Savings Bank 1.12% Reduce -3.2% 9,145 $1.9M
Lazari Capital Management, Inc. 0.82% Reduce -1.4% 9,136 $1.9M
Gray Wealth Management Inc. 0.76% Add +22.5% 9,130 $1.9M
Financial Perspectives, Inc 0.67% Add +0.0% 9,129 $1.9M
Savoie Capital LLC 0.24% No change 9,129 $1.9M
Venturi Wealth Management, LLC 0.10% Add +10.7% 9,115 $1.9M
Kelly Lawrence W & Associates Inc. 0.44% Reduce -3.2% 9,108 $1.9M
First Command Advisory Services, Inc. 0.02% Add +16.9% 9,108 $1.9M
Bordeaux Wealth Advisors LLC 0.35% Add +18.2% 9,106 $1.9M
Fortitude Advisory Group L.L.C. 1.20% Reduce -10.6% 9,060 $1.9M
Ridgecrest Wealth Partners, LLC 1.00% Add +0.3% 9,057 $1.9M
Terril Brothers, Inc. 0.63% Add +1.0% 9,055 $1.9M
Eagle Wealth Strategies LLC 1.39% Add +0.6% 9,032 $1.9M
Solitude Financial Services 0.81% Add +29.6% 9,019 $1.9M
Goldstream Capital Management Ltd 0.86% New 8,982 $1.9M
Cypress Capital Management LLC (WY) 2.05% Add +194.3% 8,977 $1.9M
Stiles Financial Services Inc 0.67% Add +5.2% 8,971 $1.9M
Altman Advisors, Inc. 0.84% New 8,967 $1.9M
Summit Asset Management, LLC 0.22% Add +15.5% 8,958 $1.9M
Citadel Investment Advisory, Inc. 0.99% No change 8,936 $1.9M
Addison Advisors LLC 0.52% Reduce -2.5% 8,933 $1.9M
Advisory Research Inc. 0.33% Reduce -14.2% 8,932 $1.9M
First National Bank & Trust Co. of Newtown 0.36% Add +1.1% 8,929 $1.9M
Cromwell Holdings LLC 1.21% No change 8,913 $1.9M
Bennett Selby Investments LP 0.79% No change 8,907 $1.9M
PFC Capital Group, Inc. 0.90% Add +2.0% 8,900 $1.9M
Defined Wealth Management, LLC 1.22% Add +0.8% 8,893 $1.9M
Gen-Wealth Partners Inc 0.82% Reduce -4.6% 8,353 $1.9M
Promethium Advisors,llc 1.32% — 8,889 $1.9M
Eukles Asset Management 0.75% Add +2.7% 8,888 $1.9M
Mendel Capital Management LLC 1.15% Add +1.4% 8,886 $1.9M
Independent Solutions Wealth Management, LLC 0.42% Add +3.2% 8,862 $1.9M
Austin Private Wealth, LLC 0.18% Add +4.8% 8,852 $1.9M
Orion Capital Management LLC 0.91% Reduce -4.0% 8,844 $1.9M
IRON Financial LLC 1.01% Reduce -0.8% 8,841 $1.9M
Tortoise Investment Management, LLC 0.19% Add +2.5% 8,839 $1.9M
Accel Wealth Management 0.69% Add +2.0% 8,836 $1.9M
Asio Capital, LLC 0.35% Reduce -1.8% 8,835 $1.9M
Verition Fund Management LLC 0.01% Reduce -37.0% 8,835 $1.9M
Virtue Capital Management, LLC 0.37% Reduce -19.5% 8,812 $1.9M
N.E.W. Advisory Services LLC 0.18% Reduce -2.2% 8,811 $1.9M
Armbruster Capital Management, Inc. 0.37% Add +17.4% 8,808 $1.9M
Game Creek Capital, LP 1.00% Reduce -0.6% 8,800 $1.9M
Sound Income Strategies, LLC 0.12% Add +6.6% 8,798 $1.9M
Charter Oak Capital Management, LLC 0.17% Add +13.7% 8,797 $1.9M
Hummer Financial Advisory Services Inc 1.46% No change 8,790 $1.9M
Crescent Grove Advisors, LLC 0.19% Reduce -1.0% 8,787 $1.9M
Castle Wealth Management LLC 0.74% Add +12.6% 8,783 $1.9M
A. D. Beadell Investment Counsel, Inc. 1.48% Reduce -9.7% 8,768 $1.8M
Rodgers Brothers Inc. 0.23% No change 8,759 $1.8M
M. Kraus & Co 0.54% No change 8,758 $1.8M
Front Row Advisors LLC 0.66% Reduce -29.8% 8,742 $1.8M
Prossimo Advisors, LLC 1.35% Add +0.5% 8,740 $1.8M
Eley Financial Management, Inc 0.74% Reduce -5.0% 8,738 $1.8M
City State Bank 0.67% Reduce -2.2% 8,708 $1.8M
Wealthquest Corp 0.16% Reduce -0.2% 8,852 $1.8M
Texas Capital Bancshares Inc 0.74% Reduce -1.0% 8,681 $1.8M
RMR Capital Management, LLC 1.56% No change 8,679 $1.8M
NorthStar Asset Management LLC 1.22% Add +1.2% 8,670 $1.8M
Legacy Edge Advisors, LLC 0.29% Reduce -1.1% 8,666 $1.8M
Samalin Investment Counsel, LLC 0.80% Reduce -0.9% 8,663 $1.8M
Integrated Capital Management, LLC 0.97% — 8,654 $1.8M
Berkeley Capital Partners, LLC 0.52% Add +6.9% 8,643 $1.8M
CenterBook Partners LP 0.11% New 8,641 $1.8M
Navellier & Associates Inc. 0.25% Reduce -10.4% 8,640 $1.8M
Ami Asset Management Corp. 0.10% Reduce -0.2% 8,630 $1.8M
W Advisors, LLC 1.12% Add +2.0% 8,604 $1.8M
Ausdal Financial Partners, Inc. 0.19% Reduce -2.3% 8,600 $1.8M
First National Bank Sioux Falls 0.82% No change 8,599 $1.8M
Wambolt & Associates, LLC 0.50% Reduce -6.6% 8,739 $1.8M
Allegheny Financial Group 0.45% Add +0.0% 8,573 $1.8M
Oarsman Capital, Inc. 0.33% Add +2.2% 8,552 $1.8M
Callan Family Office, LLC 0.30% Add +45.5% 8,543 $1.8M
JNBA Financial Advisors 0.18% Reduce -12.8% 8,543 $1.8M
Legacy Bridge, LLC 0.97% Reduce -0.1% 8,535 $1.8M
First Heartland Consultants, Inc. 0.19% Add +2.0% 8,531 $1.8M
Rezny Wealth Management, Inc. 0.45% Add +259.0% 8,530 $1.8M
Private Portfolio Partners LLC 0.34% Add +1.7% 8,511 $1.8M
Ti-Trust, Inc. 1.28% No change 8,491 $1.8M
Milestone Asset Management, LLC 0.40% Add +7.8% 8,483 $1.8M
Capital Advisors Wealth Management, LLC 0.33% Add +31.5% 8,478 $1.8M
Alta Wealth Advisors LLC 0.82% Add +8.7% 8,475 $1.8M
Plancorp, LLC 0.07% Add +2.6% 8,466 $1.8M
Leo Wealth, LLC 0.16% Reduce -10.9% 8,464 $1.8M
Montz Harcus Wealth Management LLC 1.04% Reduce -0.3% 8,452 $1.8M
Johnson & White Wealth Management, LLC 1.53% Add +2.3% 8,442 $1.8M
Ostrum Asset Management 0.15% Reduce -4.0% 8,423 $1.8M
Seven Mile Advisory 1.17% Add +20.4% 8,418 $1.8M
Hussman Strategic Advisors, Inc. 0.43% No change 8,400 $1.8M
Keystone Financial Services 0.69% Add +4.9% 8,391 $1.8M
Centric Wealth Management 0.47% Reduce -1.6% 7,159 $1.8M
Westbourne Investment Advisors, Inc. 0.62% Reduce -1.2% 8,385 $1.8M
Bouchey Financial Group, Ltd. 0.16% Add +1.3% 8,365 $1.8M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.49% Add +19.6% 8,350 $1.8M
Foster Victor Wealth Advisors, LLC 0.14% Add +0.2% 8,248 $1.8M
Transamerica Financial Advisors, LLC 0.17% Reduce -28.2% 8,337 $1.8M
Walled Lake Planning & Wealth Management, LLC 0.66% Add +70.6% 8,334 $1.8M
Financial Engines Advisors L.L.C. 0.00% Add +0.4% 8,332 $1.8M
LexAurum Advisors, LLC 0.39% Add +0.4% 8,310 $1.8M
Caldwell Investment Management Ltd. 1.22% No change 8,300 $1.7M
T. Rowe Price Investment Management, Inc. 0.00% Add +20.3% 8,276 $1.7M
Ellsworth Advisors, LLC 0.45% Add +12.3% 8,246 $1.7M
Hendershot Investments Inc. 0.24% Add +4.6% 8,230 $1.7M
Wealth Management Associates, Inc. 0.76% Reduce -2.1% 8,228 $1.7M
Windsor Advisory Group, LLC 1.96% New 8,227 $1.7M
Freedom Investment Management, Inc. 0.14% Add +7.3% 8,224 $1.7M
CPA Asset Management Group, LLC 0.84% No change 8,223 $1.7M
Members Trust Co 0.06% Add +0.5% 8,217 $1.7M
Mainstream Capital Management LLC 1.47% — 8,202 $1.7M
Monte Financial Group, LLC 0.72% No change 8,198 $1.7M
One Wealth Advisors, LLC 0.26% Add +0.1% 8,164 $1.7M
Childress Capital Advisors, LLC 0.46% Reduce -0.3% 8,139 $1.7M
Fielder Capital Group LLC 0.57% Add +6.3% 8,125 $1.7M
Kozak & Associates, Inc. 0.40% Add +3.1% 7,655 $1.7M
Unique Wealth Strategies, LLC 0.74% Add +12.8% 8,108 $1.7M
IFG Advisors, LLC 0.36% Add +3.4% 8,074 $1.7M
Cookson Peirce & Co. Inc. 0.08% Add +2.1% 8,067 $1.7M
Geller Advisors LLC 0.12% Add +1.3% 8,065 $1.7M
ABLE Financial Group, LLC 0.52% Add +0.1% 8,033 $1.7M
Mendel Money Management 0.73% Reduce -6.7% 8,019 $1.7M
McElhenny Sheffield Capital Management, LLC 0.55% Reduce -1.4% 8,014 $1.7M
American State Bank (Iowa) 1.02% Add +0.5% 8,005 $1.7M
GoodHaven Capital Management, LLC 0.57% No change 8,000 $1.7M
Pursue Wealth Partners LLC 0.92% No change 7,984 $1.7M
JFS Wealth Advisors, LLC 0.11% Add +52.9% 7,981 $1.7M
Tilia Fiduciary Partners, Inc. 1.17% Add +1.1% 7,976 $1.7M
Kolinsky Wealth Management, LLC 1.09% Add +0.4% 7,952 $1.7M
Proffitt & Goodson Inc. 0.27% Reduce -1.4% 7,950 $1.7M
Monterey Private Wealth, Inc. 0.57% Reduce -5.2% 7,939 $1.7M
TLWM 0.34% Reduce -1.8% 7,922 $1.7M
Hall Laurie J Trustee 0.53% Add +57.5% 7,915 $1.7M
Cora Capital Advisors LLC 0.82% Reduce -0.3% 7,919 $1.7M
Cheviot Value Management, LLC 0.31% Reduce -3.5% 7,913 $1.7M
Syntax Research, Inc. 1.13% Reduce -0.8% 7,913 $1.7M
Alta Advisers Ltd 0.76% Add +1.3% 7,900 $1.7M
O'Brien Greene & Co. Inc 0.52% Reduce -1.5% 7,893 $1.7M
ELCO Management Co., LLC 0.90% Reduce -0.1% 7,881 $1.7M
Calton & Associates, Inc. 0.63% Reduce -5.1% 7,866 $1.7M
Summit Wealth & Retirement Planning, Inc. 0.53% Reduce -5.6% 7,866 $1.7M
Alhambra Investment Management LLC 0.86% Add +2.9% 7,853 $1.7M
Rational Advisors, Inc. 0.16% Add +82.3% 7,852 $1.7M
Aspen Wealth Strategies, LLC 1.07% Reduce -4.9% 7,850 $1.7M
Veltria Advisors Corp. 0.65% Reduce -2.4% 7,820 $1.6M
Core Wealth Partners LLC 1.00% Add +16.5% 7,819 $1.6M
Rogco, LP 0.64% Reduce -3.3% 7,782 $1.6M
Gibraltar Capital Management, Inc. 0.74% Reduce -76.0% 7,780 $1.6M
Moss Adams Wealth Advisors LLC 0.18% Add +6.7% 7,771 $1.6M
Stephens Consulting, LLC 0.42% Reduce -0.3% 7,769 $1.6M
Guidance Capital, Inc. 0.51% Reduce -7.6% 7,257 $1.6M
Orca Investment Management, LLC 1.47% Add +4.6% 7,743 $1.6M
Covenant Partners, LLC 0.47% Add +3.6% 7,718 $1.6M
Analyst IMS Investment Management Services Ltd. 0.06% Add +71.4% 7,715 $1.6M
Zimmermann Investment Management & Planning LLC 0.50% Add +6.4% 7,714 $1.6M
Objective Capital Management, LLC 0.95% — 7,698 $1.6M
Altus Wealth Group LLC 0.69% Add +9.5% 7,695 $1.6M
Commons Capital, LLC 1.79% Add +0.4% 7,693 $1.6M
Edge Financial Advisors LLC 1.44% Reduce -1.3% 7,690 $1.6M
Cornerstone National Bank & Trust Co 0.73% Add +0.7% 7,688 $1.6M
General Partner, Inc. 1.00% No change 7,672 $1.6M
Y.D. More Investments Ltd 0.17% Reduce -41.7% 7,674 $1.6M
Phillips Wealth Planners LLC 1.55% Reduce -2.5% 7,228 $1.6M
Keyes, Stange & Wooten Wealth Management, LLC 0.96% Reduce -0.9% 7,663 $1.6M
Veracity Capital LLC 0.62% Add +3.4% 7,648 $1.6M
Thrive Wealth Management, LLC 0.30% Reduce -2.3% 7,641 $1.6M
Baron Silver Stevens Financial Advisors, LLC 0.28% No change 7,640 $1.6M
Dixon Fnancial Services, Inc. 0.85% No change 7,611 $1.6M
SignalPoint Asset Management, LLC 0.37% Reduce -0.4% 7,615 $1.6M
Freemont Management S.A. 0.84% No change 7,600 $1.6M
AllSquare Wealth Management LLC 0.91% Add +1.2% 7,581 $1.6M
Black Diamond Financial, LLC 0.27% Add +21.7% 7,570 $1.6M
ORBA Wealth Advisors, L.L.C. 0.81% Reduce -1.0% 7,566 $1.6M
Trilogy Capital Inc. 0.08% Add +0.9% 7,564 $1.6M
Householder Group Estate & Retirement Specialist, LLC 0.46% Reduce -16.6% 7,561 $1.6M
Intrua Financial, LLC 0.26% Reduce -11.4% 7,555 $1.6M
Capital Markets Trading UK LLP 1.47% Reduce -51.7% 7,550 $1.6M
LVZ, Inc. 0.20% Add +21.8% 7,539 $1.6M
Affiance Financial, LLC 0.38% Add +0.9% 7,515 $1.6M
Madison Wealth Partners, Inc 0.47% Reduce -4.2% 7,478 $1.6M
CYBER HORNET ETFs LLC 1.60% Reduce -1.2% 7,475 $1.6M
Access Financial Services, Inc. 0.72% Add +3.0% 7,459 $1.6M
Asset Advisors Investment Management, LLC 0.16% No change 7,457 $1.6M
Wealth Group, Ltd. 1.05% Reduce -0.8% 7,450 $1.6M
Woodard & Co. Asset Management Group Inc. 0.35% New 7,445 $1.6M
Global Financial Private Client, LLC 0.61% Add +3.5% 7,427 $1.6M
Dynamic Technology Lab Private Ltd 0.17% New 7,425 $1.6M
Silver Oak Securities, Incorporated 0.17% Add +34.4% 7,694 $1.6M
Northwest Wealth Management, LLC 0.36% Reduce -1.7% 7,420 $1.6M
SYM FINANCIAL Corp 0.21% Add +52.9% 7,412 $1.6M
Richard W. Paul & Associates, LLC 0.56% No change 7,371 $1.6M
Physicians Financial Services, Inc. 0.48% Reduce -4.5% 7,372 $1.6M
James J. Burns & Company, LLC 0.28% Add +6.3% 7,357 $1.6M
Ashton Thomas Securities, LLC 0.30% Add +18.3% 7,355 $1.6M
Atlas Capital Advisors Inc. 0.24% Add +0.1% 7,355 $1.6M
Driehaus Capital Management LLC 0.01% Reduce -0.3% 7,354 $1.6M
Cooper Financial Group 0.20% Reduce -19.8% 7,351 $1.6M
Key Client Fiduciary Advisors, LLC 0.70% Add +3.7% 7,340 $1.5M
Tudor Financial Inc. 0.95% — 7,339 $1.5M
New Century Financial Group, LLC 0.57% Add +31.8% 7,333 $1.5M
Gallagher Fiduciary Advisors, LLC 0.31% Reduce -2.1% 7,314 $1.5M
Alesco Advisors, LLC, An ESL Co 0.05% No change 7,289 $1.5M
Rf&l Wealth Management, LLC 1.09% Reduce -0.5% 7,277 $1.5M
Realta Investment Advisors 0.71% Reduce -64.0% 6,928 $1.5M
Mosley Wealth Management 1.05% Add +89.6% 6,880 $1.5M
Five Oceans Advisors 0.73% Add +14.9% 7,276 $1.5M
Financial Management Network Inc. 0.32% Add +0.4% 7,255 $1.5M
Talisman Wealth Advisors LLC 1.61% Reduce -0.7% 7,271 $1.5M
PBMares Wealth Management LLC 0.32% Add +7.4% 7,259 $1.5M
Sunpointe, LLC 1.26% Reduce -1.6% 7,252 $1.5M
CORDA Investment Management, LLC. 0.12% Reduce -25.3% 7,241 $1.5M
McLean Asset Management Corp 0.46% Add +11.0% 7,215 $1.5M
Morse Asset Management, Inc 0.33% Add +234.4% 7,226 $1.5M
Benchmark Investment Advisors LLC 1.09% Add +3.7% 7,226 $1.5M
DMC Group, LLC 1.23% Add +0.8% 7,187 $1.5M
Gilman Hill Asset Management, LLC 0.25% Reduce -5.4% 7,187 $1.5M
AJ Advisors, LLC 0.78% Add +0.4% 7,177 $1.5M
Garrison Point Advisors, LLC 0.94% Reduce -0.3% 7,177 $1.5M
Balefire, LLC 0.51% Reduce -45.6% 7,172 $1.5M
Cladis Investment Advisory, LLC 1.05% Reduce -0.5% 7,153 $1.5M
waypoint wealth counsel 1.02% Add +5.2% 7,151 $1.5M
SC&H Financial Advisors, Inc. 0.33% Reduce -4.5% 7,138 $1.5M
Powell Investment Advisors, LLC 0.70% Add +0.6% 7,122 $1.5M
Atwood & Palmer Inc. 0.10% No change 7,120 $1.5M
LBMC Investment Advisors, LLC 0.12% No change 7,101 $1.5M
Herbst Group, LLC 0.93% Reduce -5.0% 7,085 $1.5M
5th Street Advisors, LLC 0.72% Add +19.3% 7,058 $1.5M
Security Financial Services, INC. 0.30% Add +0.9% 7,037 $1.5M
O'Keefe Stevens Advisory, Inc. 0.45% Add +15.0% 7,016 $1.5M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.56% Add +8.8% 7,010 $1.5M
Highland Financial Advisors, LLC 0.52% Reduce -1.0% 6,987 $1.5M
Sippican Capital Advisors 1.03% Reduce -0.1% 6,984 $1.5M
Mosaic Family Wealth Partners, LLC 0.22% Add +1.0% 6,957 $1.5M
Connective Portfolio Management, LLC 2.59% Add +11.0% 10,080 $1.5M
ARGA Investment Management, LP 0.05% No change 6,950 $1.5M
Tennessee Valley Asset Management Partners 0.24% Reduce -0.3% 6,904 $1.5M
Waypoint Capital Advisors, LLC 0.31% Add +1.7% 6,924 $1.5M
Capital Square, LLC 0.89% Reduce -13.3% 6,918 $1.5M
Accuvest Global Advisors 1.25% New 6,914 $1.5M
Birchcreek Wealth Management, LLC 0.96% Reduce -2.3% 6,912 $1.5M
Nabity-Jensen Investment Management Inc 1.12% Reduce -1.6% 6,909 $1.5M
Heartwood Wealth Advisors LLC 0.16% Reduce -2.1% 6,907 $1.5M
Oxford Wealth Group, LLC 1.18% Reduce -22.8% 6,894 $1.5M
Sivia Capital Partners, LLC 0.86% Add +2.9% 6,894 $1.5M
RFP Financial Group LLC 0.47% Reduce -7.3% 6,886 $1.5M
Frazier Financial Advisors, LLC 1.13% Reduce -3.3% 6,883 $1.5M
Schneider Downs Wealth Management Advisors, LP 0.30% Add +9.8% 6,866 $1.4M
Delphi Management Inc. 1.31% Reduce -23.6% 6,861 $1.4M
Retirement Planning Group, LLC 0.08% Add +22.2% 6,844 $1.4M
Solidarity Wealth, LLC 0.39% Reduce -43.2% 6,837 $1.4M
Wiser Advisor Group LLC 2.15% Reduce -1.4% 6,833 $1.4M
Palogic Value Management, L.P. 0.58% No change 6,824 $1.4M
Meridian Investment Counsel Inc. 0.43% No change 6,805 $1.4M
Winmill & Co. Inc. 0.48% No change 6,800 $1.4M
Viewpoint Capital Management LLC 0.80% No change 6,804 $1.4M
Edgemoor Investment Advisors, Inc. 0.13% Reduce -3.7% 6,787 $1.4M
Lantz Financial LLC 0.39% Add +4.5% 6,777 $1.4M
True North Advisors, LLC 0.37% Add +6.4% 6,769 $1.4M
Clare Market Investments LLC 0.37% Reduce -5.9% 6,760 $1.4M
Northside Capital Management, LLC 0.22% No change 6,750 $1.4M
Prairie Sky Financial Group LLC 0.81% Reduce -0.4% 6,750 $1.4M
Lionsbridge Wealth Management LLC 1.12% Reduce -3.7% 6,745 $1.4M
Pflug Koory, LLC 0.09% — 6,732 $1.4M
KRS Capital Management, LLC 1.03% Reduce -5.9% 6,727 $1.4M
Coastwise Capital Group, LLC 1.17% Add +2.3% 6,725 $1.4M
Salzhauer Michael 0.90% Reduce -5.6% 6,720 $1.4M
Beacon Investment Advisors LLC 0.67% Add +0.1% 6,717 $1.4M
Hillsdale Investment Management Inc. 0.11% Add +47.0% 6,702 $1.4M
GenTrust, LLC 0.07% Add +75.6% 6,669 $1.4M
REDW Wealth LLC 0.36% Reduce -1.5% 6,663 $1.4M
World Equity Group, Inc. 0.51% Reduce -53.9% 6,658 $1.4M
Kelleher Financial Advisors 0.53% Add +3.2% 6,640 $1.4M
HHM Wealth Advisors, LLC 0.20% No change 6,639 $1.4M
Hardin Capital Partners, LLC 0.79% Reduce -2.6% 6,635 $1.4M
Prelude Capital Management, LLC 0.11% Add +2.5% 6,621 $1.4M
Sterling Wealth Management, Inc. 0.52% Add +1.3% 6,614 $1.4M
Sunflower Bank, N.A. 0.38% Add +6.1% 6,605 $1.4M
Caz Investments LP 1.29% No change 6,600 $1.4M
Hilltop Partners LLC 0.47% Add +8.1% 6,600 $1.4M
BayBridge Capital Group, LLC 0.99% Reduce -0.1% 6,551 $1.4M
ERn Financial, LLC 0.21% Add +4.1% 6,546 $1.4M
PCA Investment Advisory Services Inc. 0.65% Add +2.6% 6,541 $1.4M
Keynote Financial Services LLC 1.06% No change 6,534 $1.4M
Winning Points Advisors, LLC 2.61% — 9,323 $1.4M
Measured Wealth Private Client Group, LLC 0.46% Add +5.8% 6,493 $1.4M
Debussy Capital Management LP 0.40% Add +5.9% 6,492 $1.4M
Hexagon Capital Partners LLC 0.27% Reduce -1.2% 6,491 $1.4M
Trust Co of the South 0.29% Add +31.0% 6,486 $1.4M
Symphony Financial Services, Inc. 1.16% Reduce -1.4% 6,481 $1.4M
Costello Asset Management, INC 0.91% Reduce -4.8% 6,476 $1.4M
TrueWealth Advisors, LLC 0.46% Add +4.4% 6,463 $1.4M
Keystone Wealth Services, LLC 0.38% Add +21.7% 6,463 $1.4M
Financial Insights, Inc. 0.44% Reduce -46.3% 6,440 $1.4M
ARK & TLK Investments, LLC 0.48% No change 6,419 $1.4M
Vision Capital Management, Inc. 0.19% No change 6,394 $1.3M
Fairview Capital Investment Management, LLC 0.07% Add +7.5% 6,393 $1.3M
High Falls Advisors, Inc 0.31% Add +4.5% 6,388 $1.3M
Gries Financial LLC 0.25% Add +70.7% 6,387 $1.3M
Audent Global Asset Management, LLC 2.30% Reduce -46.6% 6,387 $1.3M
First Affirmative Financial Network 0.74% Add +112.9% 6,387 $1.3M
Regent Peak Wealth Advisors LLC 0.31% Add +1.3% 6,369 $1.3M
Fairscale Capital, LLC 1.17% Reduce -3.2% 6,357 $1.3M
BCM Advisors, LLC 0.31% Add +382.1% 6,099 $1.3M
Indie Asset Partners, LLC 1.00% Add +0.0% 6,351 $1.3M
Philip James Wealth Mangement, LLC 0.17% Add +422.8% 6,347 $1.3M
Alaska Permanent Fund Corp 0.02% No change 6,338 $1.3M
Quantum Financial Advisors, LLC 0.21% Add +5.6% 6,317 $1.3M
New Covenant Trust Company, N.A. 1.29% Add +9.1% 6,323 $1.3M
Verum Partners LLC 0.39% Reduce -0.1% 6,311 $1.3M
Knollwood Investment Advisory, LLC 0.14% No change 6,310 $1.3M
Mason & Associates Inc 0.33% Reduce -1.9% 6,295 $1.3M
Foster Group, Inc. 0.05% Reduce -7.7% 6,293 $1.3M
Lion Street Advisors, LLC 0.46% Reduce -2.5% 6,281 $1.3M
Capital Investment Counsel, Inc 0.19% Reduce -16.1% 6,281 $1.3M
Greatmark Investment Partners, Inc. 0.18% No change 6,277 $1.3M
TFB Advisors LLC 0.39% Reduce -3.8% 6,270 $1.3M
Crew Capital Management, Ltd 1.06% Reduce -0.8% 6,267 $1.3M
Florida Financial Advisors, LLC 0.68% Add +30.5% 6,265 $1.3M
Reynders McVeigh Capital Management, LLC 0.07% Add +17.2% 6,266 $1.3M
Profit Investment Management, LLC 1.04% Reduce -1.0% 6,264 $1.3M
Portland Investment Counsel Inc. 0.47% No change 6,251 $1.3M
McIlrath & Eck, LLC 0.17% Reduce -2.8% 6,247 $1.3M
Hyperion Partners, LLC 0.84% Reduce -1.4% 6,245 $1.3M
Solstein Capital, LLC 0.70% No change 6,243 $1.3M
Eagle Bay Advisors LLC 0.50% Reduce -4.0% 6,228 $1.3M
ROI Financial Advisors, LLC 0.91% Add +10.5% 6,227 $1.3M
Oakwell Private Wealth Management, LLC 0.38% Reduce -1.9% 6,224 $1.3M
Aviso Wealth Management 0.71% Add +22.1% 6,214 $1.3M
McDaniel Terry & Co. 0.11% Add +7.8% 6,209 $1.3M
Kingfisher Capital LLC 0.30% Add +2.6% 6,161 $1.3M
Shakespeare Wealth Management, LLC 0.34% Reduce -1.4% 6,132 $1.3M
Prosperity Financial Group, Inc. 0.73% Add +6.2% 6,126 $1.3M
Kathmere Capital Management, LLC 0.12% Add +3.8% 6,125 $1.3M
Sentry LLC 0.25% Reduce -0.6% 6,101 $1.3M
GTS Securities LLC 0.03% Reduce -77.1% 6,099 $1.3M
Pathway Financial Advisors LLC 0.33% Reduce -8.1% 6,091 $1.3M
Powers Advisory Group, LLC 0.64% Reduce -0.2% 6,089 $1.3M
Systematic Financial Management LP 0.03% No change 6,075 $1.3M
Bay Rivers Group 0.64% Reduce -3.5% 6,072 $1.3M
Investment House LLC 0.07% Reduce -2.4% 6,042 $1.3M
STAR Financial Bank 0.86% Reduce -14.7% 6,032 $1.3M
Capital Planning Advisors, LLC 0.19% Add +3.7% 6,024 $1.3M
Carmichael Hill & Associates, Inc. 0.47% Add +0.9% 6,023 $1.3M
Copperwynd Financial, LLC 0.38% Add +9.9% 6,007 $1.3M
Menard Financial Group LLC 0.83% Reduce -0.5% 5,994 $1.3M
McNaughton Wealth Management, LLC 0.61% Reduce -0.3% 5,961 $1.3M
Kintra Wealth, LLC 0.85% Reduce -20.0% 5,960 $1.3M
Napatree Capital LLC 0.88% Add +5.5% 5,959 $1.3M
Crumly & Associates Inc. 0.35% Add +2.3% 5,956 $1.3M
Alpha Family Trust 0.70% No change 5,950 $1.3M
USA Financial Formulas 0.20% Add +20.4% 5,949 $1.3M
Delta Investment Management, LLC 0.26% Add +0.8% 5,941 $1.3M
Novak & Powell Financial Services, Inc. 0.73% Reduce -9.5% 5,934 $1.3M
Ardent Capital Management, Inc. 0.57% Reduce -1.0% 5,920 $1.2M
Millennium Capital Advisors, LLC 0.81% Reduce -6.0% 5,916 $1.2M
D'Orazio & Associates, Inc. 0.18% Add +4.5% 5,897 $1.2M
Carolinas Wealth Consulting LLC 0.23% Add +1.4% 5,891 $1.2M
Syntegra Private Wealth Group, LLC 0.14% Add +2.1% 5,885 $1.2M
Fidelity D & D Bancorp Inc. 0.82% Reduce -5.9% 5,875 $1.2M
Westside Investment Management, Inc. 0.26% Reduce -1.0% 5,885 $1.2M
Bluesphere Advisors LLC 0.61% Add +0.1% 5,864 $1.2M
Fi3 FINANCIAL ADVISORS, LLC 0.49% Add +1.8% 5,860 $1.2M
Davis Investment Partners, LLC 0.52% Reduce -3.3% 5,958 $1.2M
Gould Asset Management LLC 0.26% Reduce -6.0% 5,851 $1.2M
Dechtman Wealth Management, LLC 0.25% Add +2.3% 5,829 $1.2M
Silvia McColl Wealth Management, LLC 0.92% Reduce -2.5% 5,828 $1.2M
Omnia Family Wealth, LLC 0.53% Add +6.5% 5,828 $1.2M
Barnes Pettey Financial Advisors, LLC 0.98% Reduce -1.4% 5,826 $1.2M
Great Point Wealth Advisors, LLC 0.26% Add +2.1% 5,812 $1.2M
Granite Harbor Advisors, Inc. 0.72% Add +3.4% 5,791 $1.2M
Peregrine Asset Advisers, Inc. 0.42% No change 5,780 $1.2M
WealthTrust Axiom LLC 0.36% Add +0.0% 5,776 $1.2M
Element Wealth, LLC 0.64% Reduce -5.9% 5,764 $1.2M
Castlekeep Investment Advisors LLC 0.83% Reduce -5.8% 5,763 $1.2M
Carr Financial Group Corp 0.36% Reduce -0.4% 5,761 $1.2M
St. Clair Advisors, LLC 0.34% Reduce -1.7% 5,755 $1.2M
Colton Groome Financial Advisors, LLC 0.45% Reduce -3.7% 5,748 $1.2M
Hohimer Wealth Management, LLC 0.26% Add +4.7% 5,737 $1.2M
Cascade Investment Group, Inc. 0.89% Add +0.4% 5,730 $1.2M
Sendero Wealth Management, LLC 0.19% No change 5,719 $1.2M
Nicholas Wealth, LLC. 0.76% Reduce -39.0% 5,712 $1.2M
Legal Advantage Investments, Inc. 0.66% No change 5,703 $1.2M
Seeds Investor LLC 0.45% Add +48.1% 5,701 $1.2M
Black Swift Group, LLC 0.27% Add +40.7% 5,700 $1.2M
Sunburst Financial Group, LLC 0.30% Add +0.8% 5,696 $1.2M
Clifford Group, LLC 0.93% Reduce -1.4% 5,694 $1.2M
BIT Capital GmbH 0.12% Add +38.8% 5,693 $1.2M
Sachetta, LLC 0.47% Add +2.9% 5,686 $1.2M
Roberts Capital Advisors, LLC 1.02% No change 5,671 $1.2M
Drake & Associates, LLC 0.39% Add +7.7% 5,658 $1.2M
Eagle Strategies LLC 0.22% Add +1.2% 5,655 $1.2M
Hibernia Wealth Partners, LLC 0.41% Add +133.3% 5,648 $1.2M
Brave Warrior Advisors 0.02% No change 5,643 $1.2M
Patriot Investment Management Group, Inc. 0.09% Add +0.2% 5,625 $1.2M
Summit Wealth Partners, LLC 0.23% Add +5.6% 5,623 $1.2M
Private Client Services, LLC 0.64% Add +3.8% 5,617 $1.2M
Financial Council, LLC 0.62% Reduce -4.9% 5,609 $1.2M
Sovereign Financial Group, Inc. 0.28% Add +2.1% 5,588 $1.2M
Moller Wealth Partners 0.29% No change 5,576 $1.2M
Olistico Wealth, LLC 0.72% Reduce -12.4% 5,575 $1.2M
Trust Co 0.14% Reduce -29.4% 5,572 $1.2M
OMC Financial Services LTD 0.55% No change 5,805 $1.2M
Centerpoint Advisors, LLC 0.41% Reduce -15.4% 5,569 $1.2M
Allie Family Office LLC 0.63% No change 5,541 $1.2M
Cardiff Park Advisors, LLC 0.11% Reduce -1.2% 5,537 $1.2M
Tranquilli Financial Advisor LLC 0.73% Add +0.8% 5,523 $1.2M
Viawealth, LLC 0.68% Reduce -7.8% 5,518 $1.2M
Sandbox Financial Partners, LLC 0.41% Reduce -1.0% 5,512 $1.2M
Steph & Co. 0.37% Add +1.4% 5,511 $1.2M
Alan B Lancz & Associates, Inc. 1.06% Add +22.2% 5,506 $1.2M
Cambridge Advisors Inc. 0.25% Add +0.6% 5,506 $1.2M
Marshall Financial Group, LLC 0.28% Add +125.4% 5,504 $1.2M
Hurlow Wealth Management Group, Inc. 0.36% No change 5,498 $1.2M
LWM Advisory Services, LLC 0.86% Add +23.9% 5,498 $1.2M
Oliver Luxxe Assets LLC 0.21% Reduce -0.9% 5,496 $1.2M
Lodestar Private Asset Management LLC 0.15% Reduce -0.8% 5,487 $1.2M
Wolverine Trading, LLC 0.03% Add +5.5% 5,496 $1.2M
Firestone Capital Management 0.29% Reduce -0.4% 5,486 $1.2M
Cahill Financial Advisors Inc. 0.16% Add +11.5% 5,484 $1.2M
NFSG Corp 0.41% Add +46.3% 5,484 $1.2M
Cross Staff Investments Inc 0.89% Add +0.6% 5,471 $1.2M
Horizon Wealth Management, LLC 0.23% Add +13.0% 5,468 $1.2M
Evernest Financial Advisors, LLC 0.31% Add +0.6% 5,462 $1.2M
Howard Financial Services, LTD. 0.17% Reduce -0.3% 5,457 $1.2M
Renasant Bank 0.76% Add +1.7% 5,448 $1.1M
Foresight Global Investors, Inc. 0.62% Reduce -32.5% 5,445 $1.1M
Rosenberg Matthew Hamilton 0.30% Add +2.9% 5,443 $1.1M
Sage Private Wealth Group, LLC 0.90% Add +2.3% 5,430 $1.1M
Burt Wealth Advisors 0.28% Reduce -1.1% 5,429 $1.1M
Evanson Asset Management, LLC 0.08% Reduce -23.5% 5,429 $1.1M
Private Wealth Advisors, LLC 0.46% Reduce -0.2% 5,514 $1.1M
Private Capital Management LLC 0.21% Reduce -5.2% 5,400 $1.1M
Angeles Investment Advisors, LLC 0.06% Add +1.1% 5,399 $1.1M
Wealth Dimensions Group, Ltd. 0.29% Add +3.4% 5,397 $1.1M
Bellevue Asset Management, LLC 0.58% Add +0.0% 5,395 $1.1M
Oxler Private Wealth LLC 0.40% Add +2.8% 5,382 $1.1M
West Bancorporation Inc. 0.76% Add +1.0% 5,367 $1.1M
Grant Street Asset Management, Inc. 0.33% Add +0.3% 5,358 $1.1M
Atlas Private Wealth Advisors 0.16% Add +0.3% 5,349 $1.1M
Centurion Wealth Management LLC 0.36% — 5,347 $1.1M
Hara Capital LLC 0.70% Reduce -1.1% 5,346 $1.1M
Hofer & Associates. Inc 0.78% Add +1.0% 5,338 $1.1M
Oldfather Financial Services, LLC 0.43% Add +0.1% 5,326 $1.1M
Diametric Capital, LP 0.56% New 5,324 $1.1M
Cravens & Co Advisors, LLC 0.87% Reduce -7.2% 5,324 $1.1M
Gerber, LLC 0.82% Add +0.1% 5,310 $1.1M
Horan Securities, Inc. 0.43% Add +1.3% 5,306 $1.1M
Aspen Grove Capital, LLC 0.25% Reduce -8.8% 5,296 $1.1M
Tributary Capital Management, LLC 0.09% Reduce -4.5% 5,292 $1.1M
Hutchinson Capital Management 0.21% Add +4.0% 5,291 $1.1M
Aveo Capital Partners, LLC 0.12% Reduce -7.5% 5,270 $1.1M
Skba Capital Management LLC 0.16% Reduce -1.4% 5,267 $1.1M
Galibier Capital Management Ltd. 0.25% Reduce -8.7% 5,260 $1.1M
Latitude Advisors, LLC 0.63% Add +2.1% 5,258 $1.1M
Northwest Financial Advisors 0.88% Add +9.6% 5,253 $1.1M
Councilmark Asset Management, LLC 0.74% No change 5,242 $1.1M
Creative Financial Designs Inc. 0.09% Add +0.0% 5,228 $1.1M
Wallace Advisory Group, LLC 0.81% Reduce -1.4% 5,450 $1.1M
Keb Asset Management, LLC 0.33% Add +4.0% 5,222 $1.1M
Seamount Financial Group Inc. 0.83% Add +0.7% 5,211 $1.1M
Sterneck Capital Management, LLC 0.59% Add +13.9% 5,206 $1.1M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.70% Reduce -8.8% 5,200 $1.1M
Hamilton Wealth, LLC 0.27% Add +57.6% 5,198 $1.1M
KilterHowling LLC 0.69% Add +1.2% 5,185 $1.1M
Taylor Hoffman Capital Management LLC 0.42% — 4,903 $1.1M
GPS Wealth Strategies Group, LLC 0.14% Add +20.6% 5,145 $1.1M
Investment Advisory Group, LLC 0.38% Add +10.1% 5,147 $1.1M
Triton Financial Group Inc 0.69% Add +4.2% 5,146 $1.1M
Alliance Wealth Management Group 0.29% Add +3.1% 5,146 $1.1M
Balentine LLC 0.04% Add +80.7% 5,134 $1.1M
Ewa, LLC 0.39% Add +4.9% 4,468 $1.1M
Longfellow Investment Management Co. LLC 0.27% Add +0.6% 5,121 $1.1M
Beaumont Asset Management, L.L.C. 0.63% Add +2.5% 5,117 $1.1M
Buttonwood Financial Advisors Inc. 0.47% Reduce -2.4% 5,115 $1.1M
Richardson Financial Services Inc. 0.69% Add +4.1% 5,323 $1.1M
Baron Wealth Management LLC 0.52% Add +4.9% 5,110 $1.1M
Proathlete Wealth Management LLC 0.44% Reduce -0.3% 5,102 $1.1M
Almanack Investment Partners, LLC. 0.17% Add +3.3% 5,104 $1.1M
Port Capital LLC 0.05% Reduce -5.5% 5,099 $1.1M
First Bancorp, Inc 0.75% Reduce -9.5% 5,092 $1.1M
Gateway Wealth Partners, LLC 0.30% Reduce -3.5% 5,090 $1.1M
Cascades Capital Asset Management, LLC 0.61% — 5,089 $1.1M
Dempze Nancy E 0.60% No change 5,088 $1.1M
Smart Portfolios, LLC 1.09% Reduce -1.4% 5,074 $1.1M
Leonard Rickey Investment Advisors P.L.L.C. 0.24% Reduce -3.2% 5,070 $1.1M
Voisard Asset Management Group, Inc. 0.45% Add +3.5% 5,068 $1.1M
Activest Wealth Management 0.33% Add +13.4% 5,065 $1.1M
Renaissance Group LLC 0.04% Reduce -4.1% 5,061 $1.1M
Capital Advisory Group Advisory Services, LLC 0.42% Add +3.7% 5,039 $1.1M
Traveka Wealth, LLC 0.54% Add +5.3% 5,038 $1.1M
Avaii Wealth Management, LLC 0.54% Reduce -9.8% 5,036 $1.1M
Campion Asset Management 0.78% Reduce -1.7% 5,029 $1.1M
Willner & Heller, LLC 0.94% Reduce -4.6% 5,019 $1.1M
Oliver Lagore Vanvalin Investment Group 0.28% Reduce -1.4% 5,009 $1.1M
Kennedy Investment Group, Inc. 0.49% Add +0.8% 5,005 $1.1M
Probity Advisors, Inc. 0.20% Reduce -6.4% 5,005 $1.1M
JBF Capital, Inc. 0.16% No change 5,000 $1.1M
Greenhaven Associates Inc. 0.01% Reduce -33.3% 5,000 $1.1M
Financial Partners Group, Inc 0.16% Reduce -0.4% 4,996 $1.1M
Bridgewealth Advisory Group, LLC 0.38% Add +34.9% 4,992 $1.1M
Nadler Financial Group, Inc. 0.12% Reduce -0.4% 4,990 $1.1M
Wallington Asset Management, LLC 0.15% Add +42.6% 4,983 $1.1M
Tectonic Advisors LLC 0.07% Reduce -11.8% 4,979 $1.0M
Vantage Financial Partners, LLC 0.26% Add +25.9% 4,978 $1.0M
Harris Associates (Oakmark Funds) 0.00% Reduce -0.3% 4,975 $1.0M
Investment Partners Asset Management, Inc. 0.86% Add +0.2% 4,966 $1.0M
Deseret Mutual Benefit Administrators 0.53% Reduce -5.3% 4,964 $1.0M
Alliance Wealth Advisors, LLC 0.60% Add +1.3% 4,960 $1.0M
Westhampton Capital, LLC 0.53% No change 4,959 $1.0M
Benson Investment Management Company, Inc. 0.41% No change 4,950 $1.0M
Wintrust Investments LLC 0.77% Reduce -89.7% 4,950 $1.0M
Consolidated Portfolio Review Corp 0.23% Reduce -3.7% 4,946 $1.0M
Paloma Partners Management Co 0.07% Reduce -83.3% 4,944 $1.0M
Aurora Private Wealth, Inc. 0.82% Add +0.2% 4,938 $1.0M
Williamson Legacy Group, LLC 0.70% Add +35.0% 4,934 $1.0M
Shelton Wealth Management, LLC 0.59% Add +2.6% 4,927 $1.0M
Eubel Brady & Suttman Asset Management Inc. 0.15% Reduce -14.5% 4,922 $1.0M
Fox Run Management, L.L.C. 0.23% Reduce -4.1% 4,911 $1.0M
Heritage Investment Group, Inc. 0.20% Add +11.6% 4,910 $1.0M
Dogwood Wealth Management LLC 0.60% Add +42.5% 4,909 $1.0M
Apollon Financial, LLC 0.30% Add +1.7% 4,906 $1.0M
Cedrus LLC 0.38% Add +3.0% 4,906 $1.0M
Aua Capital Management, LLC 0.60% Reduce -2.0% 4,898 $1.0M
Spinnaker Investment Group, LLC 0.25% Add +1.6% 4,897 $1.0M
Humankind Investments LLC 0.37% Add +1.3% 4,885 $1.0M
MRA Advisory Group 0.56% Add +1.9% 4,865 $1.0M
Planning Center, Inc. 0.13% Add +4.5% 4,863 $1.0M
Diamant Asset Management, Inc. 0.64% Reduce -0.2% 4,851 $1.0M
Strategic Family Wealth Counselors, L.L.C. 0.36% Add +34.4% 4,844 $1.0M
Weinberger Asset Management, Inc 0.43% Add +1.0% 4,839 $1.0M
Evolution Wealth Advisors, LLC 0.18% Reduce -9.9% 4,838 $1.0M
Security National Bank of Sioux City Iowa 0.62% Add +112.6% 4,833 $1.0M
CM Wealth Advisors LLC 0.33% Add +87.1% 4,804 $1.0M
LifePro Asset Management 0.62% Reduce -23.7% 4,799 $1.0M
Jacobsen Capital Management 0.42% Add +4.4% 4,782 $1.0M
Red Wave Investments LLC 0.35% Add +0.2% 4,770 $1.0M
Enclave Advisors LLC 0.17% — 4,767 $1.0M
FJ Capital Management LLC 0.11% New 4,767 $1.0M
Werba Rubin Papier Wealth Management 0.24% Add +8.6% 4,763 $1.0M
Requisite Capital Management, LLC 0.21% Add +6.6% 4,737 $999K
LaSalle St. Investment Advisors, LLC 0.39% Add +100.6% 4,734 $998K
Clearwater Capital Advisors, LLC 0.10% Add +94.9% 4,726 $997K
Abel Hall, LLC 0.65% Reduce -1.0% 4,711 $993K
Insight Advisors, LLC/ PA 0.17% Reduce -0.4% 4,699 $991K
Schorn Wealth LLC 0.34% Add +1.2% 4,693 $990K
MinichMacGregor Wealth Management, LLC 0.21% No change 4,688 $989K
Maiden Cove Capital, LLC 1.54% Add +81.6% 4,686 $988K
Luts & Greenleigh Group, Inc. 0.95% Add +3.1% 4,684 $988K
Kohmann Bosshard Financial Services, LLC 0.12% Add +5.1% 4,675 $986K
Tang Capital Management LLC 0.07% Add +158.0% 4,673 $985K
Southeast Asset Advisors, LLC 0.11% Reduce -0.2% 4,671 $985K
Guardian Asset Advisors, LLC 0.67% Add +40.5% 4,661 $984K
Truvestments Capital LLC 0.26% Add +104.3% 4,663 $983K
WNY Asset Management, LLC 0.11% Add +3.0% 4,660 $983K
Tevis Investment Management 0.72% Add +2.1% 4,646 $980K
Canandaigua National Trust Co of Florida 0.84% — 4,644 $979K
Merrion Investment Management Co, LLC 0.65% No change 4,644 $979K
Towne Trust Company, N.A 0.35% No change 4,640 $978K
Cutter & CO Brokerage, Inc. 0.22% Add +0.4% 4,640 $978K
Eagle Harbor Asset Management Inc. 0.97% Reduce -1.7% 4,633 $977K
Eldridge Investment Advisors, Inc. 0.23% No change 4,628 $976K
Family Firm, Inc. 0.21% Add +0.3% 4,626 $975K
49 Wealth Management, LLC 0.16% Add +38.2% 4,598 $970K
Patron Partners, LLC 0.54% Add +1.9% 4,593 $968K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Add +8.9% 4,581 $966K
Matisse Capital 0.47% No change 4,581 $966K
TFC Financial Management, Inc. 0.15% Add +3.1% 4,570 $964K
Waterway Wealth Management, LLC 0.41% Add +15.4% 4,566 $963K
Shulman DeMeo Asset Management LLC 0.24% Reduce -0.4% 4,559 $961K
PSI Advisors, LLC 0.28% Add +0.0% 4,558 $961K
CWS Financial Advisors, LLC 0.34% Add +0.0% 4,545 $958K
Eaton Financial Holdings Company, LLC 0.39% — 4,539 $957K
Goldstein Advisors, LLC 0.15% Add +8.4% 4,531 $955K
Meridian Management Co. 0.24% Add +1.8% 4,531 $955K
Uptick Partners, LLC 0.40% Add +11.6% 4,523 $954K
Paladin Wealth, LLC 0.83% — 4,511 $951K
Aspen Wealth Management LLC 0.29% Reduce -2.8% 4,511 $951K
Cavalier Investments, LLC 0.29% Add +6.5% 4,506 $950K
Aspire Private Capital, LLC 0.23% Add +2.0% 4,500 $949K
Liberty Wealth Management LLC 0.16% Reduce -91.3% 4,484 $945K
Maia Wealth LLC 0.23% Add +2.6% 4,196 $944K
Great Oak Capital Partners, LLC 0.33% No change 4,468 $944K
Mainsail Financial Group, LLC 0.56% Reduce -10.1% 4,415 $942K
Westfuller Advisors, LLC 0.68% — 4,462 $941K
Elgethun Capital Management 0.22% Add +0.0% 4,457 $940K
Brown Capital Management LLC 0.02% Reduce -0.4% 4,455 $939K
Cassia Capital Partners, LLC 0.62% Reduce -7.0% 4,453 $939K
Twin Focus Capital Partners, LLC 0.15% No change 4,452 $939K
HBW Advisory Services LLC 0.14% Add +2.2% 4,452 $939K
Disciplined Equity Management, Inc. 0.59% Reduce -8.6% 4,443 $937K
Fca Corp. 0.29% Reduce -0.7% 4,429 $934K
Roberts Financial Services LLC 0.17% Reduce -3.9% 4,424 $933K
TPG Advisors LLC 0.73% Add +0.1% 4,421 $932K
Harvest Investment Services, LLC 0.30% Add +4.1% 4,416 $931K
Retirement Income Solutions, Inc. 0.21% No change 4,403 $928K
Darden Wealth Group Inc 0.67% Add +0.2% 4,390 $926K
Wedge Capital Management L L P 0.02% Add +1.4% 4,384 $924K
BWM Planning, LLC 0.41% — 4,384 $924K
California First Leasing Corp. 0.40% No change 4,380 $924K
Susquehanna International Group Ltd. 0.20% New 4,376 $923K
Wealthstream Advisors, Inc. 0.17% Reduce -1.1% 4,370 $922K
Mach-1 Financial Group, LLC 0.57% Add +12.5% 4,369 $921K
Retirement Planning Co of New England, Inc. 0.46% Add +2.0% 4,349 $917K
Summit X, LLC 0.22% Reduce -24.2% 4,525 $915K
Center For Asset Management LLC 0.55% Add +0.8% 4,330 $913K
Pine Haven Investment Counsel, Inc 0.74% Reduce -0.7% 4,327 $912K
Wellspring Financial Advisors, LLC 0.11% Add +17.7% 4,325 $912K
Cardinal Strategic Wealth Guidance 0.30% No change 4,324 $912K
Trek Financial, LLC 0.07% Reduce -10.8% 4,320 $911K
Hillcrest Wealth Advisors - NY, LLC 0.45% No change 4,310 $909K
Borer Denton & Associates, Inc. 0.31% No change 4,304 $908K
Investors Research Corp 0.20% Reduce -23.3% 4,303 $907K
Davidson Investment Advisors 0.04% Add +2.4% 4,303 $907K
Hedges Asset Management LLC 0.60% Reduce -15.7% 4,300 $907K
Roberts Glore & Co. Inc. 0.26% Reduce -0.9% 4,300 $907K
Hassell Wealth Management, LLC 0.38% Add +1.8% 4,085 $906K
Carrera Capital Advisors 0.22% Add +10.4% 4,297 $906K
Elevatus Welath Management 0.30% Add +108.2% 4,283 $903K
Curated Wealth Partners LLC 0.12% Add +2.3% 4,281 $903K
Next Capital Management LLC 0.37% Reduce -71.3% 4,278 $902K
Castleview Partners, LLC 0.52% Add +5.6% 4,278 $902K
Full Sail Capital, LLC 0.06% Reduce -18.7% 4,271 $901K
McAdam, LLC 0.05% Add +8.1% 4,259 $898K
New Vernon Investment Management LLC 0.97% No change 4,253 $897K
Collective Family Office LLC 0.24% Reduce -9.6% 4,238 $894K
R.H. Dinel Investment Counsel, Inc. 0.56% No change 4,217 $889K
Kirtland Hills Capital Management, LLC 0.49% Reduce -12.0% 4,210 $888K
Blackston Financial Advisory Group, LLC 0.46% Reduce -17.3% 4,205 $887K
Garden State Investment Advisory Services LLC 0.28% Add +2.4% 4,189 $887K
Ellevest, Inc. 0.05% Add +0.8% 4,194 $884K
First National Corp. /Ma/ 0.20% Reduce -5.2% 4,190 $884K
Narus Financial Partners, LLC 0.32% Reduce -20.0% 4,182 $882K
Harvest Fund Management Co., Ltd 0.05% Reduce -38.6% 4,175 $880K
Avalon Trust Co 0.07% Reduce -4.9% 4,173 $880K
Jump Financial, LLC 0.02% Reduce -77.7% 4,173 $880K
Virtus Advisers, LLC 0.41% New 4,172 $880K
S.A. Mason LLC 0.47% Add +0.3% 4,169 $879K
Watershed Private Wealth LLC 0.35% Reduce -2.4% 4,157 $877K
Landaas & Co. /Wi 0.24% Add +92.8% 4,156 $876K
GGM Financial LLC 0.75% Reduce -0.2% 4,153 $876K
Up Strategic Wealth Investment Advisors LLC 0.98% Add +16.9% 4,144 $874K
1858 Wealth Management, LLC 0.72% Add +13.7% 4,144 $874K
Bank of Marin 0.71% Reduce -2.4% 4,142 $873K
Summa Corp. 0.42% Add +0.0% 4,133 $871K
Crown Wealth Group, LLC 0.38% Reduce -4.5% 4,133 $871K
Arkos Global Advisors 0.13% Reduce -1.9% 4,131 $871K
CMG Global Holdings, LLC 0.49% Reduce -0.5% 4,116 $868K
CJM Wealth Advisers, Ltd. 0.30% Add +0.1% 4,114 $867K
Wagner Wealth Management, LLC 0.23% Reduce -7.0% 4,110 $867K
Investmark Advisory Group LLC 0.42% Add +1.0% 4,100 $865K
Quantum Portfolio Management LLC 0.47% Reduce -2.4% 4,099 $864K
Armstrong Advisory Group, Inc. 0.07% Reduce -0.6% 4,095 $863K
Kaydan Wealth Management, Inc. 0.25% No change 4,081 $861K
Sterling Group Wealth Management, LLC 0.46% Add +2.6% 4,080 $860K
Warren Street Wealth Advisors, LLC 0.36% Reduce -0.5% 4,078 $860K
Wimmer Associates 1, LLC 0.42% No change 4,074 $859K
Horizon Kinetics Asset Management LLC 0.01% No change 4,067 $858K
ICONIQ Capital, LLC 0.02% Add +72.4% 4,063 $857K
Flagstone Financial Management 0.29% Add +30.6% 4,056 $855K
Taylor Financial Group, Inc. 0.59% No change 4,041 $852K
Quantum Private Wealth, LLC 0.29% Reduce -0.9% 4,032 $850K
McCarthy & Cox 0.33% Add +125.3% 4,023 $848K
Safeguard Financial, LLC 0.20% Add +17.6% 4,019 $848K
Heritage Wealth Partners, LLC 1.00% Reduce -27.3% 4,018 $847K
Old North State Trust, LLC 0.69% Add +3.0% 4,017 $847K
IVC Wealth Advisors LLC 0.46% Add +2.0% 4,013 $846K
Warther Private Wealth, LLC 0.30% Reduce -28.4% 4,010 $846K
Lumbard & Kellner, LLC 0.37% New 4,004 $844K
Wendell David Associates Inc. 0.08% Reduce -11.5% 4,000 $844K
Gsa Capital Partners LLP 0.06% New 3,994 $842K
WealthTrust Asset Management, LLC 0.63% Add +5.5% 3,990 $841K
Virtu Financial LLC 0.05% Reduce -29.3% 3,990 $841K
Harbor Group, Inc. 0.19% No change 3,987 $841K
Redwood Investment Management, LLC 0.07% Add +104.7% 3,969 $837K
Mogy Joel R Investment Counsel Inc. 0.05% Reduce -11.2% 3,966 $836K
Ironwood Investment Management LLC 0.41% No change 3,954 $834K
Thomas Story & Son LLC 0.34% No change 3,940 $831K
Lwmg, LLC 0.16% Reduce -1.1% 3,940 $831K
SMART Wealth LLC 0.33% Add +171.2% 3,938 $830K
Doheny Asset Management 0.57% Reduce -20.0% 3,926 $828K
Ninepoint Partners LP 0.11% Add +685.4% 3,919 $826K
Affinity Capital Advisors, LLC 0.16% Reduce -8.9% 3,917 $826K
Auto-Owners Insurance Co 0.02% No change 3,915 $826K
Cape Investment Advisory, Inc. 0.33% Add +1.2% 3,914 $825K
Vawter Financial, Ltd. 0.50% Add +9.9% 3,900 $822K
Lifeworks Advisors, LLC 0.16% Add +3.1% 3,893 $821K
Clearview Wealth Advisors LLC 0.63% Reduce -4.6% 3,888 $820K
Essex Investment Management Co. LLC 0.14% Reduce -0.7% 3,886 $819K
Gibbs Wealth Management 0.27% Reduce -5.3% 3,885 $819K
Ecofi Investissements SA 0.54% Reduce -1.0% 4,800 $819K
Bright Futures Wealth Management, LLC. 0.39% Add +1.4% 3,638 $816K
Tsfg, LLC 0.18% Reduce -0.8% 3,868 $816K
Whalen Wealth Management Inc. 0.58% Reduce -3.9% 3,865 $815K
Arthur M. Cohen & Associates, LLC 0.15% No change 3,931 $814K
Howard Wealth Management, LLC 0.47% Add +0.4% 3,853 $813K
One Day In July LLC 0.09% Add +80.1% 3,850 $812K
GenWealth Group, Inc. 0.19% Reduce -1.7% 3,844 $811K
Meridian Wealth Partners, LLC 0.13% Reduce -12.4% 3,840 $810K
Per Stirling Capital Management, LLC. 0.11% Add +11.1% 3,839 $810K
Wealthspire Retirement, LLC 0.07% Reduce -21.4% 3,837 $809K
Reston Wealth Management LLC 0.29% Add +3.4% 3,823 $806K
Ruggaard & Associates LLC 0.35% No change 3,819 $805K
M3 Advisory Group, LLC 0.59% Add +1.9% 3,814 $804K
LCM Capital Management Inc 0.46% No change 3,811 $804K
Synergy Asset Management, LLC 0.12% Reduce -83.6% 3,801 $802K
Benchmark Financial Wealth Advisors, LLC 0.27% Add +26.8% 3,779 $797K
Tillman Hartley LLC 0.24% No change 3,779 $797K
BlueSky Wealth Advisors, LLC 0.12% Reduce -13.1% 3,768 $795K
Maltin Wealth Management, Inc. 0.39% Add +0.4% 3,768 $794K
Global Assets Advisory, LLC 0.43% New 3,837 $794K
Security National Bank of So Dak 0.44% Reduce -6.2% 3,761 $793K
Hourglass Capital, LLC 0.22% No change 3,735 $788K
TCFG Wealth Management, LLC 0.40% — 3,734 $787K
Advance Capital Management, Inc. 0.03% Add +7.4% 3,732 $787K
Portland Global Advisors LLC 0.10% No change 3,725 $785K
OneAscent Wealth Management LLC 0.30% Add +10.3% 3,721 $785K
Total Investment Management Inc. 0.09% Reduce -2.9% 3,720 $784K
Smith Thornton Advisors LLC 0.51% Add +26.4% 3,711 $783K
Oberweis Asset Management Inc./ 0.04% Reduce -2.6% 3,709 $782K
Rede Wealth, LLC 0.30% Add +0.4% 3,706 $782K
Legacies Wealth LLC 0.62% Reduce -1.3% 3,699 $780K
Discipline Wealth Solutions, LLC 0.41% New 3,699 $780K
Diversified Portfolios, Inc. 0.08% Reduce -0.1% 3,695 $779K
Arkfeld Wealth Strategies, L.L.C. 0.38% Add +0.4% 3,685 $778K
Operose Advisors LLC 0.25% Add +4.7% 3,689 $778K
Meridian Financial Advisors, LLC 0.52% No change 3,685 $777K
Tanager Wealth Management LLP 0.10% Reduce -0.5% 3,680 $776K
Impact Partnership Wealth, LLC 0.17% Reduce -3.0% 3,678 $776K
Fiera Capital Corp 0.00% Reduce -1.7% 3,675 $775K
AlphaQuest LLC 0.07% Reduce -34.6% 3,674 $775K
Greenland Capital Management LP 0.14% Add +40.6% 3,672 $774K
Paragon Capital Management Ltd 0.15% Reduce -0.3% 3,670 $774K
Semus Wealth Partners LLC 0.54% Reduce -4.7% 3,661 $772K
Santori & Peters, Inc. 0.31% Reduce -1.9% 3,656 $771K
1776 Wealth LLC 0.35% Add +0.0% 3,650 $770K
Ssi Investment Management LLC 0.29% Reduce -13.4% 3,647 $769K
NCP Inc. 0.44% Reduce -1.9% 3,641 $768K
Walkner Condon Financial Advisors LLC 0.16% Add +31.3% 3,637 $767K
von Borstel & Associates, Inc. 0.43% — 3,633 $766K
Hoxton Planning & Management, LLC 0.30% Add +22.2% 3,629 $765K
Zega Financial, LLC 0.25% Reduce -26.0% 3,627 $765K
Garde Capital, Inc. 0.05% Reduce -2.8% 3,626 $764K
Consilio Wealth Advisors, LLC 0.32% Add +11.7% 3,623 $764K
Keebeck Wealth Management 0.11% Reduce -74.8% 3,617 $763K
Ariadne Wealth Management, LP 0.41% Reduce -11.5% 3,220 $761K
Single Point Partners, LLC 1.21% Reduce -2.8% 3,611 $761K
Atticus Wealth Management, LLC 0.24% Add +6.4% 3,596 $758K
Holland Advisory Services, Inc. 0.99% Add +0.0% 3,593 $758K
Infrastructure Capital Advisors, LLC 0.12% Add +21.1% 3,592 $757K
Stonekeep Investments, LLC 0.58% Add +1.6% 3,592 $757K
RBA Wealth Management, LLC 0.29% Reduce -0.8% 3,586 $756K
Nottingham Advisors, Inc. 0.08% Reduce -1.2% 3,586 $756K
LongView Wealth Management 0.24% Add +3.9% 3,576 $754K
Magnolia Capital Management Ltd. 0.60% No change 3,575 $754K
Capital Management Associates, Inc 0.31% Add +3.0% 3,562 $751K
Elwood & Goetz Wealth Advisory Group, LLC 0.19% Add +76.3% 3,558 $750K
Mayfair Advisory Group, LLC 0.47% No change 3,547 $749K
Salomon & Ludwin, LLC 0.08% Reduce -3.0% 3,548 $748K
Carmel Capital Partners, LLC 0.29% Add +3.5% 3,534 $745K
Braun-Bostich & Associates Inc. 0.52% Add +1.4% 3,530 $744K
Fuller & Thaler Asset Management, Inc. 0.00% No change 3,529 $744K
Grey Fox Wealth Advisors, LLC 0.21% Add +2.0% 3,518 $742K
Northwest Investment Counselors, LLC 0.17% Reduce -4.6% 3,517 $742K
Summitry LLC 0.04% Add +33.0% 3,516 $741K
Mattern Capital Management, LLC 0.09% Add +9.9% 3,513 $741K
Fiducient Advisors LLC 0.09% Reduce -23.2% 3,511 $740K
American Capital Advisory, LLC 0.43% Reduce -25.9% 3,505 $739K
Keating Investment Counselors Inc. 0.22% No change 3,500 $738K
WJ Interests, LLC 0.33% No change 3,498 $738K
Koss-Olinger Consulting, LLC 0.06% Add +4.0% 3,496 $737K
Cottonwood Capital Advisors, LLC 0.54% Reduce -3.5% 3,489 $736K
Cascade Investment Advisors, Inc. 0.47% No change 3,478 $733K
Whitaker-Myers Wealth Managers, LTD. 0.24% Add +29.8% 3,477 $733K
Sierra Capital LLC 0.09% No change 3,471 $732K
BIP Wealth, LLC 0.05% Add +4.9% 3,460 $730K
AXS Investments LLC 0.20% Reduce -15.9% 3,456 $729K
Burkett Financial Services, LLC 0.30% Reduce -4.7% 3,453 $728K
Round Hill Asset Management 0.48% Reduce -52.8% 3,452 $728K
J.Safra Asset Management Corp 0.07% Add +8.5% 3,452 $727K
Henrickson Nauta Wealth Advisors, Inc. 0.29% Add +1.3% 3,436 $725K
GSG Advisors LLC 0.24% Add +10.4% 3,499 $724K
Vigilare Wealth Management 0.29% Reduce -23.0% 3,434 $724K
Invenio Wealth Partners LLC 0.31% No change 3,419 $721K
Emerald Advisors, LLC 0.10% Add +2.0% 3,195 $720K
HTG Investment Advisors, Inc. 0.34% Reduce -0.8% 3,411 $719K
Joule Financial, LLC 0.26% Reduce -4.6% 3,410 $719K
Glass Wealth Management Co LLC 0.40% Add +0.8% 3,407 $718K
Opus Capital Group, LLC 0.09% Add +4.8% 3,402 $717K
Legacy Financial Strategies, LLC 0.16% Reduce -10.8% 3,392 $715K
Bank & Trust Co 0.58% Reduce -2.3% 3,391 $715K
Prostatis Group LLC 0.23% Reduce -10.1% 3,382 $713K
Arkansas Financial Group, Inc. 0.12% Reduce -5.8% 3,381 $713K
Prosperity Wealth Management, Inc. 0.29% No change 3,380 $713K
Laraway Financial Advisors Inc 0.57% No change 3,373 $711K
Willis Johnson & Associates, Inc. 0.05% Reduce -5.8% 3,369 $710K
FDx Advisors, Inc. 0.19% Reduce -1.9% 3,351 $707K
Pacific Center for Financial Services 0.19% Add +1.5% 3,349 $706K
Fourpath Capital Management, LLC 0.13% Add +13.3% 3,348 $706K
Wellington Wealth Strategies, LLC. 0.53% New 3,172 $704K
Smith Anglin Financial, LLC 0.07% Add +10.7% 3,331 $702K
Alpha Financial Partners LLC 0.50% Add +11.5% 3,329 $702K
Ehrlich Financial Group 0.50% Add +1.6% 3,329 $702K
Willow Creek Wealth Management Inc. 0.07% Add +48.3% 3,328 $702K
Paragon Private Wealth Management, LLC 0.35% Add +17.2% 3,323 $701K
Altus Wealth Management, LLC 0.33% Reduce -0.0% 3,312 $698K
Pasadena Private Wealth, LLC 0.15% Add +54.8% 5,090 $695K
Lockerman Financial Group, Inc. 1.18% Add +0.3% 3,295 $695K
AMJ Financial Wealth Management 0.20% Reduce -5.4% 3,290 $694K
Acorn Creek Capital LLC 0.37% Add +1.1% 3,287 $693K
Forefront Analytics, LLC 0.33% Reduce -49.6% 3,281 $692K
Elevation Wealth Partners, LLC 0.30% Add +0.0% 3,280 $692K
Abound Wealth Management 0.23% Add +1.2% 3,276 $691K
Whelan Financial 0.28% Add +2.2% 3,269 $689K
Creekside Partners 0.36% Reduce -0.7% 3,263 $688K
Round Rock Advisors LLC 0.16% Reduce -32.4% 3,260 $687K
Obsidian Cio, LLC 0.14% Reduce -3.1% 3,260 $687K
Integrity Financial Corp 0.40% Add +3.4% 3,256 $686K
Outlook Wealth Advisors, LLC 0.20% Add +1.3% 3,251 $685K
Ariston Services Group 0.60% No change 3,250 $685K
Cable Hill Partners, LLC 0.07% Add +1.4% 3,240 $683K
Tucker Asset Management LLC 0.16% Add +8.3% 3,236 $682K
Weaver Consulting Group 0.22% Reduce -9.7% 3,234 $682K
Deltec Asset Management LLC 0.13% No change 3,225 $680K
Unionview, LLC 0.53% Add +0.0% 3,222 $679K
SRN Advisors, LLC 0.60% Reduce -34.6% 3,213 $677K
Great Diamond Partners, LLC 0.17% Reduce -36.3% 3,213 $677K
Wolff Financial Management LLC 0.18% No change 3,209 $677K
Silverlake Wealth Management LLC 0.26% Reduce -9.5% 3,201 $675K
Vista Capital Partners, Inc. 0.08% Reduce -4.0% 3,201 $675K
Facet Wealth, Inc. 0.02% Add +29.7% 3,020 $673K
McDonough Capital Management, Inc 0.46% Add +8.8% 3,190 $673K
Davies Financial Advisors, Inc. 0.59% Reduce -1.7% 3,186 $672K
Insight 2811, Inc. 0.33% No change 3,186 $672K
Rise Advisors, LLC 0.32% Add +0.5% 3,183 $671K
WestHill Financial Advisors, Inc. 0.15% Add +2.8% 3,182 $671K
Copley Financial Group, Inc. 0.61% — 3,178 $670K
Bantamac Capital, LLC 0.32% Reduce -0.9% 3,172 $669K
Cherry Tree Wealth Management, LLC 0.16% No change 3,169 $668K
Gemmer Asset Management LLC 0.07% Add +0.9% 3,163 $667K
Concorde Asset Management, LLC 0.38% Reduce -4.4% 3,159 $666K
First Community Trust NA 0.54% No change 3,151 $664K
Intergy Private Wealth, LLC 0.25% Add +9.2% 3,148 $664K
Perritt Capital Management Inc 0.34% Reduce -0.6% 3,145 $663K
Shikiar Asset Management Inc. 0.19% No change 3,141 $662K
Opal Wealth Advisors, LLC 0.21% Add +5.2% 3,137 $661K
Warwick Investment Management, Inc. 0.16% Add +2.8% 3,134 $661K
Fulcrum Equity Management 0.56% Add +0.7% 3,133 $661K
Allen Wealth Management, LLC 0.46% Reduce -0.2% 3,131 $660K
Ackerman Capital Advisors, LLC 0.17% No change 3,127 $659K
Northstar Group, Inc. 0.12% Reduce -11.5% 3,126 $659K
Wealthgarden F.S. LLC 0.64% No change 3,122 $658K
Lakewood Asset Management LLC 0.45% Reduce -1.7% 3,118 $657K
Arbor Wealth Advisors LLC 0.59% No change 3,113 $656K
SP Asset Management LLC 0.05% Add +0.3% 3,106 $655K
BCS Wealth Management 0.28% Add +57.3% 3,106 $655K
Iron Gate Global Advisors LLC 0.09% Reduce -2.2% 3,104 $655K
Rovin Capital /Ut/ 0.24% Add +0.7% 3,090 $652K
Compass Ion Advisors, LLC 0.08% Add +0.2% 3,092 $652K
Elios Financial Group Inc. 0.30% — 3,091 $652K
Sweet Financial Partners, LLC 0.14% Reduce -4.7% 3,089 $651K
Claret Asset Management Corp 0.11% Add +12.0% 3,085 $650K
North Point Portfolio Managers Corp. 0.10% No change 3,069 $647K
Silver Lake Advisory, LLC 0.14% Add +0.5% 3,069 $647K
Future Financial Wealth Managment LLC 0.46% No change 3,067 $647K
Dakota Community Bank & Trust NA 3.25% Reduce -2.0% 3,066 $646K
Fiduciary Financial Group, LLC 0.15% Add +2.3% 3,058 $644K
Cooper/Haims Advisors, LLC 0.35% Reduce -5.7% 3,055 $644K
Absolute Capital Management, LLC 0.38% New 3,054 $644K
Elevated Capital Advisors, LLC 0.17% New 3,053 $644K
J. L. Bainbridge & Co., Inc. 0.06% Reduce -1.6% 3,052 $644K
Better Money Decisions, LLC 0.46% Add +7.5% 3,044 $642K
Visionary Horizons, LLC 0.43% Add +0.4% 3,041 $641K
D.B. Root & Company, LLC 0.21% Reduce -1.4% 3,039 $641K
Laidlaw Wealth Management LLC 0.32% Reduce -6.2% 3,029 $639K
Code Waechter LLC 0.61% — 3,026 $638K
New Jersey Better Educational Savings Trust 1.20% No change 3,017 $636K
Robinson Smith Wealth Advisors LLC 0.54% Reduce -27.9% 3,016 $636K
Bayview Asset Management, LLC 0.35% Reduce -45.5% 3,000 $633K
Altshuler Shaham Ltd 0.04% Reduce -63.0% 3,000 $633K
Mayport, LLC 0.20% Reduce -8.8% 2,995 $631K
SilverOak Wealth Management LLC 0.14% No change 2,987 $630K
Peninsula Wealth, LLC 0.11% Add +4.9% 2,811 $629K
EdgeRock Capital LLC 0.44% Add +5.0% 2,979 $628K
Encompass More Asset Management 0.24% Add +36.0% 2,979 $628K
Charter Research & Investment Group, Inc. 0.46% No change 2,976 $628K
Lane & Associates LLC 0.34% Add +0.6% 2,975 $627K
Clarity Capital Partners LLC 0.37% Reduce -1.4% 2,973 $627K
Cohen & Steers, Inc. 0.00% Reduce -2.0% 2,957 $624K
Market Street Wealth Management Advisors LLC 0.10% Add +1.0% 2,957 $624K
Pension & Wealth Management Advisors, Inc. 0.32% Add +5.6% 2,954 $623K
My Personal CFO, LLC 0.34% Add +0.5% 2,956 $623K
Clayton Financial Group LLC 0.23% Add +25.4% 2,954 $623K
Safe Harbor Fiduciary, LLC 0.58% — 2,954 $623K
Strid Group, LLC 0.09% No change 2,951 $622K
Tiller Private Wealth, Inc. 0.26% Add +0.5% 2,948 $622K
Motive Wealth Advisors 0.37% No change 3,069 $621K
Basepoint Wealth LLC 0.46% Reduce -13.0% 2,936 $619K
Heck Capital Advisors, LLC 0.07% Reduce -2.6% 2,931 $618K
Successful Portfolios LLC 0.42% Add +0.1% 2,929 $618K
Beacon Capital Management, LLC 0.09% Add +22.9% 2,924 $617K
Arbor Investment Advisors, LLC 0.08% No change 2,920 $616K
Inspirion Wealth Advisors, LLC 0.09% Reduce -5.7% 2,914 $614K
Pullen Investment Management, LLC 0.45% Reduce -2.3% 2,913 $614K
Dock Street Asset Management Inc. 0.08% Reduce -5.5% 2,911 $614K
State of Wyoming 0.09% Reduce -4.7% 2,904 $612K
Financial Freedom, LLC 0.32% Add +0.2% 2,903 $612K
DHK Financial Advisors, Inc. 0.38% Add +0.4% 2,902 $612K
Merriman Wealth Management, LLC 0.02% Add +8.1% 2,901 $612K
Waller Financial Planning Group, Inc. 0.15% Add +1.7% 2,899 $611K
Bruce G. Allen Investments, LLC 0.47% Reduce -8.5% 2,880 $607K
Cascade Financial Partners, LLC 0.08% Reduce -3.3% 2,708 $607K
Abacus Wealth Partners, LLC 0.09% Add +12.0% 2,878 $607K
Cassady Schiller Wealth Management, LLC 0.22% Reduce -8.5% 2,876 $606K
Safeguard Investment Advisory Group, LLC 0.17% Add +28.3% 2,872 $606K
CapWealth Advisors, LLC 0.07% Add +24.6% 2,869 $605K
Wealth Advisors of Iowa, LLC 0.31% Reduce -1.0% 2,868 $605K
Sageworth Trust Co 0.04% Add +37.9% 2,860 $603K
Financial Security Advisor, Inc. 0.15% Add +14.9% 2,854 $602K
Montis Financial, LLC 0.21% Add +12.8% 2,854 $602K
MADDEN SECURITIES Corp 0.26% No change 2,849 $601K
Bender Robert & Associates 0.13% — 2,848 $601K
Islay Capital Management, LLC 0.40% No change 2,840 $599K
Murphy, Middleton, Hinkle & Parker, Inc. 0.32% No change 2,837 $598K
Intelligence Driven Advisers, LLC 0.09% Add +13.0% 2,833 $597K
AIMZ Investment Advisors, LLC 0.20% Add +17.4% 2,804 $591K
Westwood Wealth Management 0.23% Add +0.6% 2,803 $591K
Paladin Advisory Group, LLC 0.44% No change 2,802 $591K
Harrington Investments, INC 0.32% No change 2,802 $591K
KFG Wealth Management, LLC 0.13% Add +75.8% 2,802 $591K
Detalus Advisors, LLC 0.20% Add +5.5% 2,799 $590K
Index Fund Advisors, Inc. 0.03% No change 2,783 $587K
SFG Wealth Management, LLC. 0.31% Add +6.8% 2,782 $587K
Silver Coast Investments LLC 0.22% Reduce -0.9% 2,781 $586K
Versant Capital Management, Inc 0.13% Add +34.2% 2,769 $584K
SJS Investment Consulting Inc. 0.10% Add +5.6% 2,761 $582K
Pin Oak Investment Advisors Inc. 0.53% Reduce -6.8% 2,764 $582K
Godsey & Gibb, Inc. 0.06% Reduce -1.1% 2,739 $578K
Firethorn Wealth Partners, LLC 0.29% Reduce -2.8% 2,735 $577K
VestGen Investment Management 0.16% Add +32.8% 2,732 $576K
Reik & Co., LLC 0.14% No change 2,732 $576K
Horst & Graben Wealth Management LLC 0.10% Add +0.5% 2,726 $575K
Obsidian Personal Planning Solutions LLC 0.30% Reduce -0.1% 2,582 $573K
Horizon Bancorp Inc. 0.26% Reduce -3.8% 2,712 $572K
Lathrop Investment Management Co. 0.11% Add +17.3% 2,713 $572K
MKT Advisors LLC 0.27% Add +0.0% 2,759 $572K
Aletheian Wealth Advisors LLC 0.33% Reduce -59.6% 2,697 $569K
Garrett Wealth Advisory Group, LLC 0.14% Add +0.0% 2,695 $568K
WMG Financial Advisors, LLC 0.26% Add +6.2% 2,688 $567K
Old North State Wealth Management, LLC 0.32% Add +17.5% 2,680 $566K
Veery Capital, LLC 0.21% Add +1.1% 2,682 $565K
CTC Alternative Strategies, Ltd. 0.71% Reduce -82.7% 2,681 $565K
Centered Wealth LLC dba Miller Equity Capital Advisors 0.22% No change 2,677 $564K
Integris Wealth Management, LLC 0.16% Add +11.4% 2,675 $564K
Vanguard Capital Wealth Advisors 0.59% Reduce -20.6% 2,668 $563K
Swisher Financial Concepts, Inc. 0.35% Reduce -46.2% 2,733 $562K
Cherrydale Wealth Management, LLC 0.23% Add +0.5% 2,661 $561K
TAGStone Capital, Inc. 0.29% Add +4.5% 2,649 $558K
Independent Family Office, LLC 0.28% Add +3.1% 2,680 $557K
Vance Wealth, LLC 0.21% Add +1.5% 2,641 $557K
Moody Aldrich Partners LLC 0.10% Reduce -4.6% 2,641 $557K
Sachem Hill LLC 0.11% No change 2,636 $556K
Cahaba Wealth Management, Inc. 0.05% Reduce -8.4% 2,629 $554K
Tarbox Family Office, Inc. 0.09% Add +36.3% 2,626 $554K
Apeiron RIA LLC 0.16% Reduce -4.2% 2,625 $554K
Wescott Financial Advisory Group, LLC 0.06% Add +2.4% 2,614 $551K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.08% No change 2,612 $551K
Israel Discount Bank of New York 0.82% Add +2.8% 2,607 $550K
New Insight Wealth Advisors 0.29% Reduce -14.8% 2,601 $548K
Sloy Dahl & Holst, LLC 0.09% Add +1.4% 2,599 $548K
Earned Wealth Advisors, LLC 0.17% Add +33.4% 2,598 $548K
Garrison Asset Management, LLC 0.28% Add +3.8% 2,587 $545K
HC Advisors, LLC 0.45% Add +0.2% 2,580 $544K
Global Strategic Investment Solutions, LLC 0.06% Add +8.8% 2,579 $544K
Marotta Asset Management 0.11% Reduce -0.9% 2,579 $544K
ICW Investment Advisors LLC 0.23% Add +0.0% 2,574 $543K
Hamilton Capital, LLC 0.04% Add +0.1% 2,442 $542K
Piedmont Capital Management, LLC 0.33% Reduce -8.6% 2,396 $540K
Blue Bell Private Wealth Management, LLC 0.10% Reduce -13.2% 2,556 $539K
Pine Harbor Wealth Management, LLC 0.27% Add +0.3% 2,553 $538K
Financial Planning & Information Services, Inc. 0.07% Add +55.8% 2,549 $537K
Francis Financial, Inc. 0.14% Add +4.2% 2,546 $537K
Parkside Investments, LLC 0.08% Reduce -13.8% 2,538 $535K
Jackson, Grant Investment Advisers, Inc. 0.20% Add +0.4% 2,532 $534K
Cowa, LLC 0.25% No change 2,529 $533K
America First Investment Advisors, LLC 0.12% No change 2,529 $533K
Heritage Financial Services, LLC 0.07% Add +1.0% 2,529 $533K
Brown Wealth Management, LLC 0.19% Reduce -4.3% 2,528 $533K
Tandem Investment Advisors, Inc. 0.02% Add +7.8% 2,527 $533K
Allstate Corp. 0.05% Reduce -73.0% 2,519 $531K
Lynx Investment Advisory 0.38% Add +0.8% 2,516 $530K
FSA Advisors, Inc. 0.53% Reduce -6.5% 2,528 $530K
Corundum Trust Company, INC 1.46% No change 2,512 $530K
Harbert Fund Advisors, LLC 0.42% Reduce -4.8% 2,500 $527K
Navis Wealth Advisors, LLC 0.57% Add +0.1% 2,494 $526K
Brand Asset Management Group, Inc. 0.21% Add +7.3% 2,493 $526K
Arnhold LLC 0.05% No change 2,492 $525K
Melfa Wealth Management, Inc. 0.35% Reduce -3.4% 2,483 $524K
Schaper Benz & Wise Investment Counsel Inc. 0.04% No change 2,480 $523K
MBE Wealth Management, LLC 0.29% Reduce -7.0% 2,478 $522K
Kiely Wealth Advisory Group, Inc. 0.33% No change 2,179 $522K
Nicholson Wealth Management Group, LLC 0.43% — 2,476 $522K
Brightwater Advisory LLC 0.38% Add +3.2% 2,476 $522K
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.07% Reduce -84.5% 2,470 $521K
Westshore Wealth, LLC 0.21% Add +6.2% 2,468 $520K
Wedgewood Investors Inc. 0.57% Reduce -3.3% 2,460 $519K
FFT Wealth Management LLC 0.04% Add +85.4% 2,458 $518K
Strategic Advocates LLC 0.19% New 2,457 $518K
Amica Retiree Medical Trust 0.43% — 2,454 $517K
Covey Capital Advisors, LLC 0.57% No change 2,450 $517K
Goepper Burkhardt LLC 0.21% Add +1.8% 2,443 $515K
Murphy Pohlad Asset Management LLC 0.21% No change 2,440 $514K
Bond & Devick Financial Network, Inc. 0.22% Reduce -3.9% 2,435 $513K
Cercano Management LLC 0.01% New 2,433 $513K
Presidio Capital Management, LLC 0.33% Reduce -2.7% 2,431 $513K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.19% Add +9.9% 2,430 $512K
Jackson Creek Investment Advisors LLC 0.15% Reduce -1.7% 2,428 $512K
Jacobs & Co. 0.05% Add +14.1% 2,424 $511K
Verdad Advisers, LP 0.68% New 2,422 $511K
Northstar Advisory Group, LLC 0.27% Add +26.0% 2,420 $510K
Family Investment Center, Inc. 0.13% Add +63.1% 2,420 $510K
Isthmus Partners, LLC 0.06% Reduce -7.3% 2,417 $510K
Sequent Asset Management, LLC 0.25% Add +0.1% 2,414 $509K
CGC Financial Services, LLC 0.20% No change 2,410 $508K
Williams & Novak, LLC 0.47% No change 2,409 $508K
Optivise Advisory Services LLC 0.27% Add +8.1% 2,408 $508K
W.H. Cornerstone Investments Inc. 0.34% Add +19.3% 2,404 $507K
Kings Path Partners LLC 0.21% Add +673.0% 2,404 $507K
Dupree Financial Group, LLC 0.22% Add +10.6% 2,403 $507K
Riversedge Advisors, LLC 0.11% Add +9.4% 2,402 $507K
Walker Asset Management, LLC 0.31% Reduce -2.4% 2,400 $506K
Bluespring Wealth Management, LLC 0.05% Reduce -13.5% 2,400 $506K
Bernardo Wealth Planning LLC 0.12% Reduce -6.4% 2,250 $505K
Gentry Private Wealth, LLC 0.41% Reduce -2.7% 2,374 $501K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.19% Add +1.4% 2,374 $501K
Penn Davis McFarland Inc. 0.06% No change 2,373 $500K
NovaPoint Capital, LLC 0.15% Reduce -5.5% 2,369 $499K
XTX Topco Ltd 0.04% Reduce -51.3% 2,364 $498K
Insight Wealth Partners, LLC 0.30% Add +19.8% 2,362 $498K
Legacy Financial Group, Inc. 0.17% Add +43.2% 2,231 $495K
Gimbal Financial 0.32% Add +1.5% 2,200 $495K
Selective Wealth Management, Inc. 0.21% Reduce -17.6% 2,347 $495K
Axiom Financial Strategies, LLC 0.26% New 2,345 $494K
Planned Solutions, Inc. 0.20% No change 2,343 $494K
Wilson & Boucher Capital Management, LLC 0.34% No change 2,341 $494K
Tamar Securities, LLC 0.07% Reduce -1.3% 2,341 $494K
Tacita Capital Inc 0.32% No change 2,332 $492K
Truepoint, Inc. 0.01% Add +130.5% 2,314 $488K
Ontario Teachers Pension Plan Board 0.00% No change 2,314 $488K
Kinloch Capital, LLC 0.24% Add +1.5% 2,302 $485K
Summit Securities Group LLC 0.31% Add +91.7% 2,300 $485K
Pitti Group Wealth Management, LLC 0.53% No change 2,837 $483K
Client 1ST Advisory Group, LLC 0.19% Add +38.3% 2,282 $481K
Trust Co. of Oklahoma 0.16% Reduce -1.6% 2,281 $481K
Vertex Planning Partners, LLC 0.11% Add +0.0% 2,280 $481K
TCP Asset Management, LLC 0.11% Add +7.6% 2,280 $481K
Banco BTG Pactual S.A. 0.12% Reduce -86.3% 2,278 $480K
S&T Bank 0.13% Reduce -1.9% 2,275 $480K
Greenfield Seitz Capital Management, LLC 0.17% No change 2,261 $477K
Clay Northam Wealth Management, LLC 0.33% No change 2,257 $476K
Waterford Advisors, LLC 0.24% No change 2,257 $476K
Kraft, Davis & Associates, LLC 0.14% Reduce -0.5% 2,137 $475K
Clark Asset Management, LLC 0.10% Add +38.1% 2,251 $475K
C M Bidwell & Associates Ltd. 0.29% Reduce -1.0% 2,249 $474K
Plum Street Advisors, LLC 0.24% New 2,247 $474K
Granite FO LLC 0.27% No change 2,238 $472K
Wallace Capital Management Inc. 0.06% Add +4.8% 2,233 $471K
McNamara Financial Services, Inc. 0.09% New 2,232 $471K
FSA Wealth Management LLC 0.19% — 2,221 $468K
RPS Advisory Solutions LLC 0.34% Reduce -2.0% 2,220 $468K
Sensible Money, LLC 0.20% Add +0.5% 2,220 $468K
Summit Wealth Group, LLC 0.13% No change 2,214 $467K
O'Neil Global Advisors, Inc. 0.12% Add +47.3% 2,210 $466K
Sepio Capital, LP 0.04% Add +2.3% 2,206 $465K
Knuff & Co LLC 0.14% No change 2,202 $464K
Cultivar Capital, Inc. 0.38% No change 2,200 $464K
Lansing Street Advisors 0.17% Add +4.0% 2,196 $463K
Fermata Advisors, LLC 0.09% Add +7.3% 2,196 $463K
Garner Asset Management Corp 0.16% Add +0.1% 2,196 $463K
Beacon Bridge Wealth Partners, LLC 0.20% No change 2,191 $462K
Forum Private Client Group LLC 0.20% Reduce -0.2% 2,179 $459K
Builder Investment Group Inc. 0.12% Reduce -1.0% 2,170 $458K
Oxinas Partners, LLC 0.28% Add +25.8% 2,165 $457K
Capital Market Strategies LLC 0.28% Add +0.6% 2,163 $456K
Intrinsic Value Partners, LLC 0.46% Reduce -4.2% 2,162 $456K
Rooted Wealth Advisors, Inc. 0.20% Add +122.1% 2,159 $455K
Ascentis Wealth Management, LLC 0.17% — 2,155 $455K
Mindset Wealth Management, LLC 0.19% — 2,154 $454K
Oxbow Advisors, LLC 0.05% Add +3.4% 2,149 $453K
Capula Management Ltd 0.01% Add +729.0% 2,147 $453K
Power Wealth Management LLC 0.19% Add +33.8% 2,140 $451K
Tower Wealth Partners, Inc. 0.26% Reduce -0.5% 2,131 $449K
Twin Peaks Wealth Advisors, LLC 0.21% Add +11.3% 2,124 $448K
Mascoma Wealth Management LLC 0.11% No change 2,123 $448K
New World Advisors LLC 0.12% Add +0.1% 2,122 $447K
Broderick Brian C 0.09% No change 2,110 $445K
Darwin Wealth Management, LLC 0.12% Reduce -3.1% 2,100 $443K
Compton Financial Group, LLC 0.13% No change 2,098 $442K
Black Point Wealth Management 0.51% Reduce -8.5% 2,094 $442K
Sprinkle Financial Consultants LLC 0.32% Add +0.1% 2,089 $441K
Squire Investment Management Company, LLC 0.21% Reduce -0.8% 2,089 $440K
Richwood Investment Advisors, LLC 0.36% Reduce -5.7% 2,083 $439K
Capital Planning LLC 0.12% Add +20.3% 2,081 $439K
Riverview Capital Advisers, LLC 0.13% No change 2,071 $437K
Barings LLC 0.01% Add +37.1% 2,067 $436K
Albert D Mason Inc. 0.28% Reduce -7.4% 2,062 $435K
Blue Investment Partners LLC 0.18% Add +42.9% 2,062 $435K
Stonehage Fleming Financial Services Holdings Ltd 0.01% No change 2,062 $435K
BlueChip Wealth Advisors LLC 0.23% Reduce -1.8% 2,062 $435K
Lewis Asset Management, LLC 0.32% Add +8.2% 2,058 $434K
McClarren Financial Advisors, Inc. 0.05% Reduce -23.5% 1,082 $433K
Prospect Financial Services LLC 0.27% Reduce -7.7% 2,052 $433K
Southern Capital Advisors, LLC 0.24% Add +49.2% 2,051 $433K
Alkeme Wealth, LLC 0.19% Reduce -3.9% 2,049 $432K
Nan Shan Life Insurance Co., Ltd. 0.01% Reduce -92.0% 2,048 $432K
First Pacific Financial 0.10% Add +96.1% 2,041 $430K
Freedom Day Solutions, LLC 0.13% Reduce -0.5% 2,035 $429K
Bensler, LLC 0.05% Add +46.5% 2,029 $428K
Triton Wealth Management, PLLC 0.24% No change 2,065 $428K
Ruedi Wealth Management, Inc. 0.15% Reduce -2.6% 2,027 $428K
Beirne Wealth Consulting Services, LLC 0.15% No change 2,027 $427K
jvl associates llc 0.16% Add +6.5% 2,026 $427K
Kercheville Advisors, LLC 0.18% Reduce -2.2% 2,025 $427K
Inspire Advisors, LLC 0.05% Add +2.5% 2,024 $427K
Von Berge Wealth Management Group, LLC 0.26% Reduce -1.5% 1,727 $427K
Acorn Financial Advisory Services Inc. 0.08% Add +1.5% 2,023 $427K
Smith & Howard Wealth Management, LLC 0.12% No change 2,023 $427K
Kaizen Financial Strategies 0.25% Add +0.1% 2,022 $426K
NDVR, Inc. 0.44% Add +5.2% 2,025 $426K
Encompass Wealth Advisors, LLC 0.11% Add +0.1% 2,017 $425K
Jacobson & Schmitt Advisors, LLC 0.09% Reduce -1.4% 2,015 $425K
Foundation Wealth Management, LLC 0.32% Reduce -4.5% 2,002 $422K
Burton Enright Welch 0.09% No change 2,000 $422K
Glaxis Capital Management, LLC 1.65% No change 2,000 $422K
Shapiro Capital Management LLC 0.01% Reduce -30.6% 2,000 $422K
Horizon Family Wealth, Inc. 0.30% Add +0.5% 1,995 $421K
Somerville Kurt F 0.07% Add +2.4% 1,995 $421K
Compass Financial Group, INC 0.08% Add +0.2% 1,991 $420K
Western Financial Corp 0.24% Add +0.4% 1,989 $419K
American Planning Services, Inc. 0.33% No change 2,069 $419K
Catalyst Private Wealth, LLC 0.21% Reduce -6.2% 1,984 $418K
Redwood Wealth Management Group, LLC 0.21% Add +3.9% 1,980 $418K
Oceanside Advisors LLC 0.31% No change 1,980 $418K
Tandem Wealth Advisors LLC 0.21% Reduce -1.0% 1,980 $418K
Stonebridge Financial Planning Group, LLC 0.20% Add +13.1% 1,980 $418K
Provenance Wealth Advisors, LLC 0.05% Add +5.0% 1,973 $416K
Litman Gregory Wealth Management LLC 0.03% No change 1,971 $416K
Cherry Creek Investment Advisors, Inc. 0.21% Add +0.5% 1,968 $415K
Smallwood Wealth Investment Management, LLC 0.30% No change 1,967 $415K
Clarkston Capital Partners, LLC 0.01% No change 1,966 $415K
Van Eck Associates Corp. 0.00% Reduce -42.1% 1,852 $414K
Centennial Wealth Advisory LLC 0.16% Reduce -2.9% 1,961 $414K
KFA Private Wealth Group, LLC 0.20% Reduce -2.4% 1,961 $413K
Kearns & Associates LLC 0.27% No change 1,960 $413K
Sharkey, Howes & Javer 0.06% New 1,960 $413K
Sterling Financial Planning, Inc. 0.15% No change 1,956 $412K
Arcadia Investment Management Corp. 0.07% Reduce -0.1% 1,955 $412K
Permit Capital, LLC 0.13% No change 1,955 $412K
POM Investment Strategies, LLC 0.32% Reduce -3.5% 1,953 $412K
Emergent Wealth Advisors, LLC 0.30% Add +6.5% 1,952 $412K
Madison Park Capital Advisors, LLC 0.31% Add +1.1% 1,950 $411K
Destiny Wealth Partners, LLC 0.07% Add +5.1% 1,946 $410K
Axim Planning & Wealth 0.46% Add +1.9% 1,943 $410K
Legacy PCG, LLC 0.29% Reduce -7.7% 1,940 $409K
Sage Capital Advisors,llc 0.11% Add +0.1% 1,939 $409K
Etfidea, LLC 0.13% No change 1,937 $408K
Flynn Zito Capital Management, LLC 0.20% Add +4.7% 1,936 $408K
WT Wealth Management 0.13% Reduce -2.5% 1,811 $408K
Shira Ridge Wealth Management 0.21% Reduce -0.4% 1,934 $408K
Luken Investment Analytics, LLC 0.19% No change 1,932 $407K
Palo Alto Wealth Advisors, LLC 0.17% Reduce -8.9% 1,817 $407K
Strategic Investment Solutions, Inc. 0.12% No change 1,925 $406K
Values Added Financial LLC 0.25% No change 1,912 $403K
DHJJ Financial Advisors, Ltd. 0.16% Reduce -0.1% 1,911 $403K
RIA Advisory Group LLC 0.14% — 1,909 $402K
Wealthspan Partners, LLC 0.20% Reduce -1.2% 1,907 $402K
Vishria Bird Financial Group, LLC 0.15% No change 1,903 $401K
Family Asset Management, LLC 0.24% Add +0.1% 1,898 $400K
Echo Wealth Management, LLC 0.28% Reduce -15.8% 1,871 $399K
True Vision MN LLC 0.24% New 15,680 $399K
Gratus Wealth Advisors, LLC 0.07% Add +0.1% 1,892 $399K
Riverstone Advisors, LLC 0.23% Add +0.2% 1,888 $398K
Tobam 0.07% Add +19.9% 1,889 $398K
Campbell Wealth Management 0.04% Reduce -8.7% 1,889 $398K
GFG Capital, LLC 0.16% Reduce -39.3% 3,769 $398K
Keeler & Nadler Financial Planning & Wealth Management 0.19% Add +0.5% 1,884 $397K
Signature Wealth Management Group 0.16% Reduce -10.0% 1,884 $397K
Jackson Thornton Wealth Management, LLC 0.05% No change 1,882 $397K
Rice Hall James & Associates, LLC 0.02% Reduce -8.6% 1,882 $397K
David J Yvars Group 0.25% No change 1,880 $396K
Morling Financial Advisors, LLC 0.15% Reduce -3.1% 1,880 $396K
Roth Financial Partners LLC 0.16% No change 1,877 $396K
Plan Group Financial, LLC 0.21% Add +80.6% 1,873 $395K
Verus Financial Partners, Inc. 0.04% Reduce -7.0% 1,907 $395K
Adams Wealth Management 0.08% No change 1,869 $394K
CacheTech Inc. 0.08% No change 1,869 $394K
Atwater Malick LLC 0.13% No change 1,861 $392K
Cook Wealth, LLC 0.20% Reduce -40.8% 1,738 $390K
Defender Capital, LLC. 0.13% No change 1,849 $390K
American Financial Advisors, LLC 0.05% Reduce -5.1% 1,848 $390K
Denver Wealth Management, Inc. 0.18% Add +0.4% 1,848 $390K
Planning Capital Management Corp 0.26% Reduce -37.0% 1,846 $389K
HFR Wealth Management, LLC 0.09% No change 1,845 $389K
Houlihan Financial Resource Group, Ltd. 0.16% Add +11.2% 1,843 $389K
Schiavi & Co LLC 0.14% Add +0.1% 1,835 $387K
Skyline Advisors, Inc. 0.16% Add +1.6% 1,834 $387K
Smith Shellnut Wilson LLC 0.17% No change 1,832 $386K
Chickasaw Capital Management LLC 0.02% No change 1,826 $385K
Echo45 Advisors LLC 0.25% Reduce -6.3% 1,823 $383K
Baskin Financial Services Inc. 0.03% Reduce -7.4% 1,812 $382K
Councilor Wealth, LLC 0.19% Add +15.8% 1,807 $381K
Kelly Financial Services LLC 0.14% Add +15.4% 1,808 $381K
Peterson Wealth Advisors, LLC 0.07% Add +20.8% 1,803 $380K
Sage Capital Management, LLC 0.18% Add +0.4% 1,803 $380K
Lipe & Dalton 0.19% No change 1,800 $380K
Gordian Advisors LLC 0.30% New 1,802 $380K
AlphaCentric Advisors LLC 0.28% Reduce -4.5% 1,800 $380K
Traction Financial Partners, LLC 0.30% Reduce -0.2% 1,799 $379K
Rockbridge Investment Management, LCC 0.05% Reduce -1.3% 1,797 $379K
Ade, LLC 0.23% No change 1,797 $379K
White Lighthouse Investment Management Inc. 0.07% Add +0.5% 1,795 $378K
Paragon Capital Management LLC 0.20% Add +21.5% 1,790 $378K
Roble, Belko & Company, Inc 0.06% No change 1,786 $377K
Argonautica Private Wealth Management, Inc. 0.12% Add +0.6% 1,785 $376K
IronBridge Private Wealth, LLC 0.14% Add +2.1% 1,785 $376K
Walker Financial Services, Inc. 0.25% New 1,784 $376K
American Institute for Advanced Investment Management, LLP 0.27% No change 1,781 $376K
RAM Investment Partners, LLC 0.10% Add +5.3% 1,777 $375K
Lanham O'Dell & Company, Inc. 0.21% Add +0.1% 1,770 $373K
RVW Wealth, LLC 0.03% Add +37.4% 1,761 $371K
Ledgewood Wealth Advisors, LLC 0.25% Add +2.7% 1,760 $371K
Lakeside Advisors, INC. 0.23% Add +0.1% 1,752 $369K
Sanchez Wealth Management Group 0.11% No change 1,745 $368K
IMZ Advisory Inc 0.17% Add +23.1% 1,737 $367K
Mark Sheptoff Financial Planning, LLC 0.19% No change 1,740 $367K
North Ridge Wealth Advisors, Inc. 0.25% No change 1,736 $366K
Worth Asset Management, LLC 0.20% Reduce -19.5% 1,733 $365K
Widmann Financial Services, Inc. 0.28% Reduce -2.4% 1,733 $365K
Level Financial Advisors 0.14% Reduce -15.9% 1,728 $364K
Core Wealth Advisors, Inc. 0.12% Reduce -6.4% 1,728 $364K
Clean Yield Group 0.12% Reduce -3.1% 1,718 $362K
Toth Financial Advisory Corp. 0.04% Reduce -3.0% 1,715 $362K
Battery Global Advisors, LLC 0.20% New 1,715 $362K
Asset Management Group, Inc. 0.05% Add +0.5% 1,711 $361K
Triumph Capital Management 0.13% Reduce -16.8% 1,705 $360K
Breed's Hill Capital LLC 0.29% Reduce -1.0% 1,704 $359K
Cumberland Partners Ltd 0.02% Reduce -10.8% 1,700 $358K
Crestline Management, L.P. 0.02% New 1,700 $358K
Kwmg, LLC 0.04% Add +29.4% 1,696 $358K
WESPAC Advisors, LLC 0.26% Add +0.1% 1,690 $356K
Triune Financial Partners, LLC 0.11% Add +0.2% 1,689 $356K
Mustard Seed Financial, LLC 0.30% Add +1.6% 1,689 $356K
Delta Wealth Advisors LLC 0.34% No change 1,688 $356K
Sharp Wealth Advisory, LLC 0.27% Add +9.1% 1,684 $355K
Lokken Investment Group LLC 0.15% Reduce -1.5% 1,679 $354K
Zevin Asset Management LLC 0.05% Add +0.6% 1,678 $354K
Columbus Macro, LLC 0.13% Reduce -3.1% 1,640 $354K
VELA Investment Management, LLC 0.12% No change 1,675 $353K
Dodds Wealth, LLC 0.12% Add +11.8% 1,658 $353K
Red Lighthouse Investment Management, LLC 0.14% Reduce -0.1% 1,673 $353K
Avalon Capital Management 0.11% No change 1,673 $353K
Krane Funds Advisors LLC 0.01% Add +1.5% 1,673 $353K
Graham Capital Wealth Management, LLC 0.37% Add +1.3% 1,672 $353K
Sterling Financial Group, Inc. 0.15% No change 1,671 $352K
Burns Matteson Capital Management, LLC 0.20% Add +16.9% 1,670 $352K
Washburn Capital Management, Inc. 0.25% Add +3.1% 1,670 $352K
Stewardship Advisors, LLC 0.10% New 1,668 $352K
Dynamic Wealth Strategies, LLC 0.29% Reduce -9.6% 1,664 $351K
Wealth Quarterback LLC 0.18% Add +0.3% 1,661 $350K
Cadent Capital Advisors, LLC 0.12% Add +24.0% 1,658 $350K
Independent Wealth Network Inc. 0.15% Add +2.7% 1,653 $349K
Hutchens & Kramer Investment Management Group, LLC 0.19% Reduce -0.7% 1,682 $348K
Bell Investment Advisors, Inc 0.06% Add +0.7% 1,651 $348K
McGowan Group Asset Management, Inc. 0.05% Reduce -25.8% 1,648 $347K
Manchester Financial Inc. 0.08% Add +4.7% 1,645 $347K
OMNI 360 Wealth, Inc. 0.24% Add +8.4% 1,640 $346K
Matthew Goff Investment Advisor, LLC 0.07% No change 1,640 $346K
Gill Capital Partners, LLC 0.12% Add +7.3% 1,638 $345K
Riverwater Partners LLC 0.17% Reduce -1.6% 1,666 $345K
Lincoln Capital Corp. 0.14% Reduce -92.4% 1,636 $345K
Copperleaf Capital, LLC 0.26% Reduce -4.8% 1,634 $345K
Private Wealth Management Group, LLC 0.14% Reduce -0.4% 1,632 $344K
Raymond James Trust Co. of NH 2.83% Reduce -6.3% 1,627 $343K
Alliance Wealth Advisors, LLC 0.09% Reduce -27.2% 1,626 $343K
Physician Wealth Advisors, Inc. 0.06% Add +16.2% 1,541 $343K
Front Street Capital Management, Inc. 0.06% Reduce -7.5% 1,621 $342K
Lazard Freres Gestion S.A.S. 0.01% Reduce -25.7% 1,625 $342K
Petix & Botte Co 0.09% No change 1,616 $341K
Prudent Investors Network, Inc. 0.10% New 1,611 $340K
Sonoma Private Wealth LLC 0.53% Add +4.5% 1,610 $339K
Capital Counsel LLC 0.01% Add +2.3% 1,610 $339K
Saturna Capital Corp. 0.00% No change 1,608 $339K
Muirfield Wealth Advisors LLC 0.29% Add +28.3% 1,605 $338K
Beaird Harris Wealth Management, LLC 0.03% Reduce -23.8% 1,604 $338K
Central Asset Investments & Management Holdings (HK) Ltd 0.50% Reduce -87.9% 1,600 $337K
Private Capital Advisors, Inc. 0.04% No change 1,600 $337K
Kendall Capital Management 0.10% No change 1,596 $337K
TNF LLC 0.12% Add +0.1% 1,495 $336K
Shilanski & Associates, Inc. 0.11% Reduce -1.1% 1,595 $336K
New Perspectives, Inc 0.18% New 1,593 $336K
Prepared Retirement Institute LLC 0.20% Reduce -2.6% 1,589 $335K
Lutz Financial Services LLC 0.03% Add +1.7% 1,585 $334K
Coyle Financial Counsel LLC 0.12% Add +26.1% 1,651 $334K
Keener Financial Planning LLC 0.22% No change 1,582 $333K
Penserra Capital Management LLC 0.01% Reduce -99.8% 1,575 $332K
Highlander Partners, L.P. 0.20% No change 1,500 $332K
EntryPoint Capital, LLC 0.19% Add +34.5% 1,570 $331K
Rockport Wealth LLC 0.09% No change 1,566 $330K
Northern Capital Management, Inc. 0.21% Add +13.0% 1,565 $330K
Pennsylvania Capital Management Inc. 0.12% Reduce -30.3% 1,555 $328K
Bourne Lent Asset Management Inc. 0.12% Add +3.3% 1,550 $327K
Gitterman Wealth Management, LLC 0.14% No change 1,547 $326K
Allegiance Financial Group Advisory Services LLC 0.11% Reduce -8.1% 1,545 $326K
Hobbs Group Advisors, LLC 0.12% Add +18.1% 1,544 $326K
Lawson Kroeker Investment Management Inc. 0.06% Add +13.6% 1,542 $325K
R. W. Roge & Company, Inc. 0.17% New 1,546 $325K
Ridgepath Capital Management LLC 0.26% No change 1,541 $325K
Three Bridge Wealth Advisors, LLC 0.12% No change 1,540 $325K
CarsonAllaria Wealth Management, Ltd. 0.19% Reduce -19.3% 1,536 $324K
Thrive Capital Management, LLC 0.15% Reduce -14.5% 1,536 $324K
Alterna Wealth Management, Inc. 0.29% Reduce -46.5% 1,533 $323K
Boothbay Fund Management, LLC 0.01% Reduce -72.1% 1,531 $323K
Boyd Wealth Management, LLC 0.16% No change 1,527 $322K
Rebalance, LLC 0.02% Reduce -7.5% 1,527 $322K
JFG Wealth Management, LLC 0.09% New 1,521 $321K
Elite Life Management LLC 1.05% Add +4.0% 1,519 $320K
Yeomans Consulting Group, Inc. 0.12% Reduce -11.9% 1,514 $319K
Heritage Wealth Management, Inc./Texas 0.18% Add +0.1% 1,513 $319K
Trevian Wealth Management LLC 0.26% No change 1,511 $319K
Sage Financial Management Group, Inc. 0.12% Reduce -11.7% 1,507 $318K
RS Crum Inc. 0.07% Reduce -0.1% 1,508 $318K
WorthPointe, LLC 0.13% Add +23.6% 1,503 $317K
Gouws Capital LLC 0.21% No change 1,500 $316K
Monument Group Wealth Advisors, LLC 0.19% Reduce -13.9% 1,500 $316K
Curtis Advisory Group, LLC 0.09% No change 1,500 $316K
Seed Wealth Management, Inc. 0.25% No change 1,496 $315K
Seelaus Asset Management LLC 0.30% Reduce -3.2% 1,494 $315K
Root Financial Partners, LLC 0.05% Add +19.1% 1,493 $315K
Freestate Advisors LLC 0.33% — 1,492 $315K
LFA - Lugano Financial Advisors SA 0.21% No change 1,490 $314K
Paragon Financial Partners, Inc. 0.23% Add +0.1% 1,485 $313K
Cambridge Financial Group, LLC 0.13% Reduce -2.3% 1,484 $313K
Tuttle Capital Management, LLC 1.70% Add +14.9% 1,484 $313K
Kraematon Investment Advisors, Inc. 0.31% Reduce -39.2% 1,482 $313K
Cascade Wealth Advisors, Inc 0.22% No change 1,468 $310K
Covestor Ltd 0.19% Add +13.8% 1,461 $309K
Waypoint Wealth Partners Inc. 0.08% Reduce -52.4% 1,461 $308K
Greenspring Advisors, LLC 0.07% Add +37.0% 1,459 $308K
AlphaMark Advisors, LLC 0.11% Reduce -0.7% 1,455 $307K
Nova R Wealth, Inc. 0.15% Add +0.4% 1,449 $305K
Cannon Financial Strategists, Inc. 0.05% Reduce -13.1% 1,445 $305K
Clarus Wealth Advisors 0.15% Add +1.6% 1,441 $304K
New England Professional Planning Group Inc. 0.15% No change 1,441 $304K
Advanced Portfolio Management, LLC 0.31% Reduce -46.4% 1,440 $304K
Sebold Capital Management, Inc. 0.20% Add +0.8% 1,437 $303K
Valtinson Bruner Financial Planning LLC 0.11% Add +8.4% 1,434 $302K
Acas, LLC 0.25% Add +7.8% 1,432 $302K
Gibson Capital, LLC 0.06% No change 1,432 $302K
Redwood Financial Network Corp 0.24% Add +18.5% 1,432 $302K
Essential Planning, LLC. 0.12% Add +9.9% 1,431 $302K
Annapolis Financial Services, LLC 0.09% Add +1.2% 1,426 $301K
Kellett Wealth Advisors, LLC 0.21% Add +12.2% 1,424 $300K
Dravo Bay LLC 0.15% Reduce -1.7% 1,422 $300K
Satovsky Asset Management LLC 0.07% Add +22.4% 1,422 $300K
Marshall Financial Group Inc. 0.09% Reduce -36.9% 1,419 $299K
FWG Investments, LLC. 0.26% Add +21.9% 1,410 $297K
Rather & Kittrell, Inc. 0.07% Add +2.8% 1,408 $297K
Wick Capital Partners, LLC 0.10% Reduce -15.4% 1,405 $296K
Hill Island Financial LLC 0.09% Reduce -15.5% 1,401 $295K
Syverson Strege & Co 0.10% Reduce -30.7% 1,401 $295K
Naples Money Management LLC 0.25% Add +1.4% 1,400 $295K
Sterling Investment Management, LLC 0.22% No change 1,398 $295K
Yoder Wealth Management, Inc. 0.18% Add +2.0% 1,397 $295K
Oak Ridge Investments LLC 0.03% Add +4.2% 1,396 $294K
CCG Wealth Management, LLC 0.16% Add +10.9% 1,395 $294K
Mainsail Asset Management, LLC 0.22% No change 1,394 $294K
Chelsea Counsel Co. 0.14% Reduce -33.5% 1,392 $294K
Cypress Financial Planning LLC 0.11% Add +31.1% 1,392 $294K
Sykon Capital LLC 0.10% Reduce -23.6% 1,391 $293K
Pps&v Asset Management Consultants, Inc. 0.20% Add +0.1% 1,390 $293K
USAdvisors Wealth Management, LLC 0.10% Reduce -9.1% 1,392 $293K
Genesee Capital Advisors, LLC 0.14% New 1,386 $292K
Sicart Associates LLC 0.10% No change 1,385 $292K
Adamsbrown Wealth Consultants LLC 0.10% Add +1.8% 1,384 $292K
Penobscot Wealth Management 0.16% Add +37.1% 1,378 $291K
Towerpoint Wealth, LLC 0.14% No change 1,379 $291K
DDD Partners, LLC 0.03% Add +35.5% 1,378 $291K
Acorns Advisers, LLC 0.00% Add +17.3% 1,373 $290K
Avondale Wealth Management 0.19% No change 1,375 $290K
Halter Ferguson Financial Inc. 0.16% Add +0.9% 1,370 $289K
Lountzis Asset Management, LLC 0.12% Reduce -3.4% 1,367 $288K
Ascension Capital Advisors, Inc. 0.13% No change 1,363 $287K
Mountain Capital Investment Advisors Inc. 0.06% Reduce -3.9% 1,199 $287K
Navera Investment Management Ltd. 0.01% Add +385.7% 1,360 $287K
Cumberland Advisors Inc. 0.11% Reduce -10.6% 1,350 $285K
Whitcomb & Hess, Inc. 0.08% Reduce -7.2% 1,347 $284K
FinDec Wealth Services, Inc. 0.16% Add +5.8% 1,343 $283K
Riggs Asset Managment Co. Inc. 0.08% Add +2.4% 1,343 $283K
Jag Capital Management, LLC 0.03% Reduce -24.2% 1,334 $281K
Intrepid Capital Management Inc. 0.16% Add +3.9% 1,328 $280K
Able Wealth Management LLC 0.21% Add +29.3% 1,327 $280K
West Wealth Group, LLC 0.09% Add +3.6% 1,327 $280K
Pring Turner Capital Group Inc. 0.18% Reduce -8.0% 1,325 $279K
CBIZ Investment Advisory Services, LLC 0.01% Add +13.2% 1,324 $279K
Madrona Financial Services, LLC 0.08% Add +2.6% 1,324 $279K
Sterling Manor Financial, LLC 0.19% No change 1,316 $277K
Fortress Wealth Management, Inc. 0.14% Reduce -1.1% 1,316 $277K
Western Pacific Wealth Management, LP 0.18% No change 1,316 $277K
HBC Financial Services, PLLC 0.17% Add +38.2% 1,237 $277K
Joseph P. Lucia & Associates, LLC 0.13% No change 1,310 $276K
Dentgroup LLC 0.21% Add +0.1% 1,308 $276K
Manatuck Hill Partners, LLC 0.10% No change 1,305 $275K
Plotkin Financial Advisors, LLC 0.16% Add +8.3% 1,303 $275K
Act Wealth Management, LLC 0.12% Reduce -17.6% 1,302 $275K
Vima LLC 0.56% Add +0.1% 1,300 $274K
PARK CIRCLE Co 0.24% No change 1,300 $274K
Enzi Wealth 0.11% Reduce -4.0% 1,237 $274K
Golden Road Advisors LLC 0.21% Reduce -0.3% 1,298 $274K
Perissos Private Wealth Management, LLC 0.22% Reduce -15.1% 1,295 $273K
Continuum Wealth Advisors, LLC 0.15% No change 1,292 $272K
Valued Retirements, Inc. 0.38% Add +7.9% 1,291 $272K
Crane Advisory, LLC 0.05% No change 1,291 $272K
Edmp, Inc. 0.22% Reduce -0.9% 1,289 $272K
FOCUS Wealth Advisors, LLC 0.14% No change 1,286 $271K
Eaton-Cambridge Inc. 0.13% No change 1,286 $271K
Tobias Financial Advisors, Inc. 0.05% Add +8.5% 1,281 $270K
Strata Wealth Advisors, LLC 0.09% Add +6.4% 1,280 $270K
Brogan Financial, Inc. 0.15% Add +8.0% 1,276 $269K
Kuhn & Co Investment Counsel 0.23% Add +10.7% 1,275 $269K
Verity Asset Management, Inc. 0.10% Reduce -9.3% 1,275 $269K
Unio Capital LLC 0.11% No change 1,271 $268K
Prentiss Smith & Co. Inc. 0.17% No change 1,269 $268K
Keystone Financial Planning, Inc. 0.08% Reduce -7.1% 1,268 $267K
Horizon Investment Services, LLC 0.11% Add +0.1% 1,261 $266K
Silverberg Bernstein Capital Management LLC 0.24% Reduce -13.5% 1,254 $264K
MPS Loria Financial Planners, LLC 0.08% Reduce -24.1% 1,252 $264K
Tilson Financial Group, Inc. 0.11% Reduce -2.3% 1,254 $264K
Betterment LLC 0.00% New 1,252 $264K
Scott Capital Advisors, LLC 0.07% Reduce -3.3% 1,250 $264K
Baker Boyer National Bank 0.09% Reduce -1.4% 1,248 $263K
G2 Capital Management, LLC / Oh 0.08% Add +0.1% 1,247 $263K
Absolute Gestao de Investimentos Ltda. 0.09% Reduce -17.3% 1,240 $261K
Hubbell Strickland Wealth Management, LLC 0.12% Add +0.2% 1,238 $261K
Ogorek Anthony Joseph /NY/ 0.09% Add +5.3% 1,242 $261K
Coston, McIsaac & Partners 0.07% No change 1,238 $261K
Clear Point Advisors Inc. 0.20% Add +0.2% 1,235 $261K
FMB Wealth Management 0.15% No change 1,235 $261K
Wrenne Financial Planning LLC 0.15% Add +15.4% 1,234 $260K
Aspect Partners, LLC 0.14% Reduce -1.8% 1,218 $257K
Ballew Advisors, Inc 0.17% Add +15.0% 1,202 $257K
Quad-Cities Investment Group, LLC 0.13% Reduce -12.0% 1,214 $256K
Flower City Capital 0.15% Reduce -9.0% 1,211 $255K
Asset Allocation Strategies LLC 0.07% Reduce -4.6% 1,211 $255K
Hanover Advisors Inc. 0.11% No change 1,208 $255K
Prairiewood Capital, LLC 0.11% No change 1,207 $255K
EWG Elevate Inc. 0.10% Add +4.9% 1,207 $255K
Hilltop Wealth Advisors, LLC 0.12% Add +3.5% 1,206 $254K
RE Dickinson Investment Advisors, LLC 0.14% No change 1,205 $254K
First Wilshire Securities Management Inc. 0.07% Reduce -0.5% 1,203 $254K
TPG Financial Advisors, LLC 0.11% Add +6.5% 1,204 $254K
Foguth Wealth Management, LLC. 0.09% Reduce -23.0% 1,201 $253K
Prairie Wealth Advisors, Inc. 0.13% Add +11.7% 1,200 $253K
Capstone Capital LLC 0.21% Reduce -0.4% 1,200 $253K
True Link Financial Advisors, LLC 0.02% Add +12.3% 1,198 $253K
Awm Capital, LLC 0.03% Add +6.3% 1,193 $252K
Arcus Capital Partners, LLC 0.09% Add +0.3% 1,193 $252K
Instrumental Wealth, LLC 0.25% Add +3.1% 1,135 $251K
ESL Trust Services, LLC 0.06% Reduce -6.7% 1,192 $251K
Afg Fiduciary Services Limited Partnership 0.17% Reduce -0.9% 1,130 $251K
Scholtz & Company, LLC 0.12% New 1,191 $251K
ZynergyRetirementPlanningLLC 0.18% Reduce -7.8% 1,189 $251K
Kingdom Financial Group LLC. 0.19% Reduce -0.3% 1,188 $250K
Quaker Wealth Management, LLC 0.09% — 1,183 $249K
Saxony Capital Management, LLC 0.23% Reduce -1.2% 1,183 $249K
Clark Financial Services Group Inc. 0.23% New 1,181 $249K
Arista Wealth Management, LLC 0.06% No change 1,175 $248K
AIFG Consultants Ltd. 0.19% Add +0.2% 1,175 $248K
Corbyn Investment Management Inc. 0.11% Reduce -1.4% 1,173 $247K
Beckerman Institutional, LLC 0.21% — 1,172 $247K
Raffa Wealth Management, LLC 0.06% Reduce -8.2% 1,170 $247K
Olympiad Research LP 0.16% Add +9.3% 1,168 $246K
Randall & Associates Wealth Management 0.20% Add +6.3% 1,167 $246K
Paradigm, Strategies in Wealth Management, LLC 0.16% Reduce -3.7% 1,167 $246K
Conrad Siegel Investment Advisors, Inc. 0.07% Add +17.3% 1,161 $245K
Petra Financial Advisors Inc. 0.16% Add +16.6% 1,160 $245K
MTM Financial Group, LLC 0.15% No change 1,157 $244K
Advisory Resource Group 0.05% No change 1,157 $244K
East Coast Asset Management, LLC. 0.08% No change 1,156 $244K
Iron Horse Wealth Management, LLC 0.08% Add +208.0% 1,155 $244K
Significant Wealth Partners LLC 0.13% Reduce -4.0% 1,154 $243K
Geometric Wealth Advisors 0.04% No change 1,153 $243K
Creekmur Asset Management LLC 0.06% Reduce -2.6% 1,150 $243K
Prevail Innovative Wealth Advisors, LLC 0.07% New 1,150 $242K
V-Square Quantitative Management LLC 0.04% No change 1,144 $241K
Arrowroot Family Office, LLC 0.14% Reduce -5.8% 1,143 $241K
Aufman Associates Inc 0.15% New 1,141 $241K
Bellecapital International Ltd. 0.05% New 1,140 $240K
Cannon Wealth Management Services, LLC 0.22% — 1,138 $240K
Leslie Global Wealth, LLC 0.12% New 1,138 $240K
MontVue Capital Management, Inc. 0.18% Reduce -9.3% 1,137 $240K
Eastover Investment Advisors LLC 0.11% No change 1,135 $239K
Boston Mountain Money Management Inc. 0.14% New 1,133 $239K
Caerus Investment Advisors, LLC 0.23% No change 1,133 $239K
PCG Wealth Advisors, LLC 0.09% New 1,133 $239K
Corepath Wealth Partners LLC 0.23% Add +9.7% 1,077 $238K
Integrity Wealth Solutions LLC 0.14% New 1,129 $238K
Stone House Investment Management, LLC 0.05% Reduce -1.3% 1,128 $238K
Wiser Wealth Management, Inc 0.07% Add +8.4% 1,120 $236K
Auxier Asset Management LLC 0.03% Reduce -1.9% 1,115 $235K
Orgel Wealth Management, LLC 0.01% Add +3.3% 1,115 $235K
Stonehearth Capital Management, LLC 0.09% Reduce -2.8% 1,114 $235K
Parkwoods Wealth Partners, LLC 0.19% — 1,110 $234K
Duncan Williams Asset Management, LLC 0.13% New 1,109 $234K
Eagle Capital Management LLC 0.00% No change 1,109 $234K
Financial Synergies Wealth Advisors, Inc. 0.03% New 1,108 $234K
Jim Saulnier & Associates, LLC 0.23% — 1,108 $234K
MA Private Wealth 0.04% Add +1.4% 1,108 $234K
4J Wealth Management LLC 0.18% Reduce -12.0% 1,103 $233K
Avid Wealth Partners LLC 0.16% No change 1,099 $232K
Human Investing LLC 0.04% New 1,098 $232K
25 LLC 0.10% Add +4.6% 1,092 $230K
ShoreHaven Wealth Partners, LLC 0.11% Add +1.7% 1,091 $230K
Guardian Financial Partners, LLC 0.14% New 1,088 $229K
Accelerate Investment Advisors LLC 0.22% — 1,086 $229K
Heritage Wealth Management, Inc. 0.21% Reduce -0.4% 1,082 $228K
Pinnacle Financial Group, LLC / IL 0.09% Reduce -3.0% 1,082 $228K
Halpern Financial, Inc. 0.06% Reduce -8.3% 1,100 $228K
Boston Common Asset Management, LLC 0.01% Reduce -0.1% 1,083 $228K
LPWM LLC 0.07% No change 1,110 $228K
Revisor Wealth Management LLC 0.14% New 1,078 $227K
Tradewinds Capital Management, LLC 0.06% Add +0.8% 1,077 $227K
Life Planning Partners, Inc 0.20% No change 1,077 $227K
Annandale Capital, LLC 0.05% No change 1,075 $227K
WPWealth LLP 0.05% Reduce -9.0% 1,075 $227K
Equita Financial Network, Inc. 0.08% New 1,070 $226K
Cypress Point Wealth Management, LLC 0.09% Reduce -8.0% 1,071 $226K
IAG Wealth Partners, LLC 0.04% No change 1,070 $226K
Capstone Wealth Management Group, LLC 0.13% Add +0.2% 1,070 $226K
Epiq Partners, LLC 0.13% No change 1,068 $225K
New England Research & Management, Inc. 0.11% No change 1,065 $225K
Templeton & Phillips Capital Management, LLC 0.17% No change 1,065 $225K
Parkside Advisors LLC 0.05% No change 1,064 $224K
O'Connor Financial Group LLC 0.12% Add +0.9% 1,063 $224K
Lesa Sroufe & Co 0.21% No change 1,061 $224K
Rock Point Advisors, LLC 0.06% Reduce -5.5% 1,062 $224K
SWP Financial LLC 0.14% Add +2.8% 1,059 $223K
New Wave Wealth Advisors LLC 0.10% No change 1,059 $223K
Heritage Oak Wealth Advisors LLC 0.10% New 1,059 $223K
Newton One Investments LLC 0.09% Add +0.6% 1,059 $223K
WFA Asset Management Corp 0.12% Add +0.5% 1,058 $223K
Everstar Asset Management, LLC 0.15% — 1,054 $222K
Comprehensive Financial Management LLC 0.01% No change 1,053 $222K
Eight 31 Financial, LLC 0.17% Reduce -6.8% 1,049 $221K
Wade Financial Advisory, Inc 0.07% No change 1,044 $220K
Pacific Sage Partners, LLC 0.05% No change 1,041 $220K
Claris Advisors, LLC / Mo / 0.10% New 1,040 $219K
Strategic Financial Concepts, LLC 0.07% Reduce -99.5% 1,038 $219K
Lifestyle Asset Management, Inc. 0.12% Reduce -8.1% 1,037 $219K
Bellwether Advisors, LLC 0.04% New 1,035 $218K
Renaissance Investment Group LLC 0.05% No change 1,035 $218K
Vestia Personal Wealth Advisors 0.21% New 1,033 $218K
Ironsides Asset Advisors, LLC 0.06% New 1,031 $217K
Rappaport Reiches Capital Management, LLC 0.06% Add +1.7% 1,029 $217K
VanderPol Investments L.L.C. 0.48% Add +3.4% 1,028 $217K
Kelman-Lazarov, Inc. 0.04% No change 1,024 $216K
Carlson Capital Management 0.01% Reduce -2.2% 1,023 $216K
Alamar Capital Management, LLC 0.12% No change 1,020 $215K
TFO Wealth Partners, LLC 0.04% New 1,018 $215K
City Center Advisors, LLC 0.24% Reduce -0.6% 1,013 $214K
MAS Advisors LLC 0.45% No change 1,011 $213K
Standard Family Office LLC 0.26% No change 1,011 $213K
Lavaca Capital LLC 0.10% No change 1,007 $212K
Chase Investment Counsel Corp. 0.07% New 1,006 $212K
Stonebridge Capital Management Inc. 0.08% No change 1,000 $211K
Weybosset Research & Management LLC 0.07% New 1,000 $211K
StoneCrest Wealth Management, Inc. 0.15% No change 1,000 $211K
BOCHK Asset Management Ltd 0.06% No change 1,000 $211K
New Harbor Financial Group, LLC 0.06% New 1,000 $211K
Brandywine Trust Co. 0.03% No change 1,000 $211K
Windward Capital Management Co. 0.02% New 1,000 $211K
Unconventional Investor, LLC 0.13% New 996 $210K
PrairieView Partners, LLC 0.02% No change 1,000 $210K
AAF Wealth Management, LLC 0.11% Reduce -3.8% 990 $209K
Fonville Wealth Management LLC 0.07% New 989 $209K
West Coast Financial LLC 0.02% No change 989 $209K
O'Brien Wealth Partners LLC 0.04% Reduce -2.8% 989 $208K
DGS Capital Management, LLC 0.06% New 988 $208K
Flagship Private Wealth, LLC 0.11% New 983 $207K
Jackson Wealth Management, LLC 0.02% Reduce -1.3% 983 $207K
Planning Alternatives Ltd. 0.03% Reduce -3.3% 976 $206K
PFS Partners, LLC 0.12% Reduce -4.8% 975 $206K
CMH Wealth Management LLC 0.05% New 974 $205K
Kades & Cheifetz LLC 0.12% New 972 $205K
Stack Financial Management, Inc 0.02% New 971 $205K
University of Texas/Texas Am Investment Management Co. 0.03% Reduce -83.8% 971 $205K
WealthCollab, LLC 0.13% No change 969 $204K
Dimension Capital Management LLC 0.04% Reduce -39.9% 969 $204K
Kure Advisory, LLC 0.18% New 968 $204K
LifePlan Investment Advisors, Inc. 0.13% New 967 $204K
Carroll Investors, Inc 0.13% New 956 $201K
Wealthcare Capital Management LLC 0.02% New 953 $201K
Crestmont Private Wealth LLC 0.09% New 951 $201K
AtlasMark Financial, Inc 0.19% — 950 $200K
Treasure Coast Financial Planning 0.12% New 950 $200K
Timber Creek Capital Management LLC 0.06% No change 950 $200K
Magnolia Wealth Management, LLC 0.14% New 949 $200K
Mizuho Markets Cayman LP 0.87% Reduce -1.1% 932 $197K
Main Street Group, LTD 0.09% Add +109.0% 928 $196K
Sander Capital Advisors Inc. 0.09% Add +14.9% 925 $195K
Cornerstone Planning Group LLC 0.05% Reduce -3.1% 873 $195K
Mizuho Bank, Ltd. 0.04% No change 920 $194K
Virtus Investment Advisers, LLC 0.16% No change 919 $194K
WFA of San Diego, LLC 0.16% No change 917 $193K
Fairman Group, LLC 0.17% No change 900 $190K
Flaharty Asset Management, LLC 0.03% New 874 $184K
Valued Wealth Advisors LLC 0.12% Reduce -0.8% 873 $184K
Financial Avengers, Inc. 0.09% Add +5.2% 868 $183K
Macroview Investment Management LLC 0.18% Add +1.4% 867 $183K
Legend Financial Advisors, Inc. 0.13% Reduce -12.2% 863 $182K
Lummis Asset Management, LP 0.21% Add +371.4% 858 $181K
Mendota Financial Group, LLC 0.08% Reduce -11.6% 842 $178K
TD Capital Management LLC 0.02% Add +7.1% 832 $175K
Financial Network Wealth Advisors LLC 0.14% Reduce -25.6% 825 $174K
Pacific Capital Wealth Advisors, Inc. 0.03% Reduce -17.9% 777 $164K
Denver PWM, LLC 0.06% Reduce -36.3% 757 $160K
Meeder Asset Management Inc. 0.01% Add +2.0% 751 $158K
Rakuten Securities, Inc. 0.07% Add +99.5% 726 $153K
Guardian Wealth Management, Inc. 0.11% Add +0.6% 711 $150K
Avion Wealth 0.04% Add +152.2% 686 $144K
Maryland Capital Advisors Inc. 0.07% Reduce -0.3% 676 $143K
Tidemark, LLC 0.06% Add +4.7% 674 $142K
TruNorth Capital Management, LLC 0.04% Add +10.5% 665 $140K
Pingora Partners LLC 0.10% Reduce -13.3% 663 $140K
Valley Forge Investment Consultants Inc. Adv 0.05% Add +17.4% 661 $139K
Evolution Advisers, Inc. 0.08% No change 657 $138K
Global Wealth Strategies & Associates 0.05% Add +26.4% 651 $137K
MidAtlantic Capital Management, Inc. 0.10% Reduce -2.4% 643 $136K
DecisionPoint Financial, LLC 0.04% No change 610 $129K
Basso Capital Management, L.P. 0.12% Reduce -58.4% 604 $127K
Disciplina Capital Management LLC 0.02% Reduce -99.9% 601 $127K
Dunhill Financial, LLC 0.06% Reduce -17.1% 597 $126K
Broadwater Capital Management LLC 0.09% No change 581 $123K
Northwest Capital Management Inc 0.04% No change 579 $122K
Jupiter Wealth Management LLC 0.06% No change 574 $121K
Acima Private Wealth, LLC 0.04% No change 569 $120K
EnRich Financial Partners LLC 0.04% Reduce -5.9% 562 $119K
Davis Capital Management 0.09% Add +18.8% 555 $117K
Horrell Capital Management, Inc. 0.03% No change 547 $115K
Cedar Wealth Management, LLC 0.04% No change 537 $113K
Transcendent Capital Group LLC 0.06% No change 536 $113K
Moisand Fitzgerald Tamayo, LLC 0.01% Reduce -27.4% 517 $109K
Stuart Chaussee & Associates, Inc. 0.03% Add +0.2% 502 $106K
Accordant Advisory Group Inc 0.12% Add +0.2% 501 $106K
Cutler Capital Management, LLC 0.05% No change 500 $105K
Bay Harbor Wealth Management, LLC 0.03% Add +12.4% 489 $103K
Hoese & Co LLP 0.09% No change 485 $102K
Horizon Financial Services, LLC 0.06% No change 484 $102K
Mowery & Schoenfeld Wealth Management, LLC 0.16% Add +9.8% 483 $102K
REAP Financial Group, LLC 0.02% Add +39.9% 477 $101K
Signature Resources Capital Management, LLC 0.09% Reduce -2.5% 474 $100K
Miller Wealth Advisors, LLC 0.05% No change 430 $97K
Nordwand Advisors, LLC 0.02% No change 439 $93K
Talon Private Wealth, LLC 0.02% — 433 $91K
Ridgewood Investments LLC 0.05% Reduce -0.5% 431 $91K
Red Tortoise LLC 0.04% Add +0.2% 411 $87K
DiNuzzo Private Wealth, Inc. 0.01% Add +1.0% 402 $85K
Marquette Asset Management, LLC 0.01% No change 400 $84K
Pineridge Advisors LLC 0.03% Reduce -16.9% 349 $74K
Robbins Farley 0.04% Add +5.2% 346 $73K
Fortis Group Advisors, LLC 0.01% No change 304 $64K
Painted Porch Advisors LLC 0.03% No change 298 $63K
Horizons Wealth Management 0.05% No change 278 $59K
Tower View Wealth Management LLC 0.03% Add +0.7% 275 $58K
Tanglewood Legacy Advisors, LLC 0.03% No change 273 $58K
BBJS Financial Advisors, LLC 0.02% No change 265 $56K
Tanaka Capital Management Inc. 0.13% Reduce -10.5% 263 $55K
VitalStone Financial, LLC 0.04% Add +0.8% 256 $54K
Anfield Capital Management, LLC 0.02% Add +50.0% 255 $54K
Cedar Mountain Advisors, LLC 0.01% Reduce -6.3% 251 $53K
Mfa Wealth Advisors, LLC 0.01% No change 247 $52K
Legacy Investment Solutions, LLC 0.03% — 212 $51K
Legacy Wealth Managment, LLC 0.03% — 212 $51K
Black Cypress Capital Management, LLC 0.04% No change 235 $50K
Vermillion & White Wealth Management Group, LLC 0.04% No change 234 $49K
True Wealth Design, LLC 0.02% Reduce -29.9% 234 $49K
Redmont Wealth Advisors LLC 0.07% No change 228 $48K
Grayhawk Investment Strategies Inc. 0.07% No change 222 $47K
Peterson Financial Group, Inc. 0.17% New 215 $45K
Bear Mountain Capital, Inc. 0.02% Reduce -33.1% 202 $45K
Ulland Investment Advisors, LLC 0.03% No change 209 $44K
Partnership Wealth Management, LLC 0.03% No change 207 $44K
Robinswood Financial LLC 0.02% Add +19.0% 207 $44K
Bare Financial Services, Inc 0.02% No change 203 $43K
Atlantic Private Wealth, LLC 0.03% New 200 $42K
Kathleen S. Wright Associates Inc. 0.02% No change 200 $42K
Briaud Financial Planning Inc 0.02% No change 199 $42K
Richardson Capital Management LLC 0.03% No change 192 $40K
Carolina Wealth Advisors, LLC 0.02% Add +36.0% 189 $40K
Creative Capital Management Investments LLC 0.02% No change 187 $39K
New England Capital Financial Advisors LLC 0.02% Add +38.5% 180 $38K
West Financial Advisors, LLC 0.01% New 175 $37K
Strengthening Families & Communities, LLC 0.01% Reduce -13.3% 170 $36K
Glass Jacobson Investment Advisors llc 0.01% No change 157 $33K
Lowe Wealth Advisors, LLC 0.01% No change 150 $32K
Clear Investment Research, LLC 0.04% Add +6.2% 138 $29K
New Age Alpha Advisors, LLC 0.02% Add +146.2% 128 $27K
Breakwater Investment Management 0.01% Reduce -40.1% 127 $27K
Catalyst Capital Advisors LLC 0.00% New 126 $27K
SWAN Capital LLC 0.01% No change 125 $26K
Clarity Asset Management, Inc. 0.02% No change 122 $26K
Mizuho Securities Co. Ltd. 0.06% New 120 $25K
Morton Brown Family Wealth, LLC 0.01% Add +0.9% 116 $24K
Financial Connections Group, Inc. 0.01% Reduce -60.1% 105 $22K
Westend Capital Management, LLC 0.01% Add +117.0% 102 $22K
Authentikos Wealth Advisory, LLC 0.02% New 100 $21K
Goodman Advisory Group, LLC 0.01% No change 93 $20K
Advantage Trust Co 0.01% Reduce -88.6% 90 $19K
ClariVest Asset Management LLC 0.00% No change 86 $17K
PayPay Securities Corp 1.24% Add +106.3% 66 $14K
JDM Financial Group LLC 0.01% Add +124.1% 65 $14K
Your Advocates Ltd., LLP 0.00% No change 50 $11K
Christopher J. Hasenberg, Inc 0.00% New 50 $11K
LGT Financial Advisors LLC 0.02% Reduce -75.7% 45 $9K
Abich Financial Wealth Management LLC 0.02% Reduce -64.5% 39 $8K
PFG Private Wealth Management, LLC 0.00% No change 38 $8K
LMR Partners LLP 0.00% New 35 $7K
FSC Wealth Advisors, LLC 0.00% No change 31 $7K
Wells Financial Advisors INC 0.01% New 30 $6K
Delos Wealth Advisors, LLC 0.01% Reduce -81.8% 30 $6K
Kessler Investment Group, LLC 0.00% No change 26 $6K
HighMark Wealth Management LLC 0.00% New 25 $5K
Sanctuary Wealth Management, L.L.C. 0.00% No change 20 $4K
Caitlin John, LLC 0.00% No change 16 $4K
IFS Advisors, LLC 0.00% No change 11 $2K
Financial Gravity Companies, Inc. 0.00% — 3 $633

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