JPMorgan Chase &JPM

13F holders, Q4 2024 (December 31)
4,674holders +463
157new positions
81sold out
15famous investors
$239.45avg. 13F price*

At the end of Q4 2024, 4,674 institutions reported holding JPMorgan Chase & Co. (JPM) in their 13F filings, up 463 from Q3 2024. 157 opened new positions and 81 sold out. The largest holders were Vanguard Group Inc. ($65.3B), BlackRock, Inc. ($49.5B) and State Street Corp. ($30.5B). 15 famous investors held it, including Andreas Halvorsen (5.8% of Viking Global Investors's portfolio), Tom Russo (3.4% of Gardner Russo & Quinn's portfolio) and Ken Fisher (1.7% 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions157$995.5M
Exits81$347.0M

All 13F filers, Q3 2024 → Q4 2024: 59,145,229 shares bought and 54,141,884 shares sold, net +5,003,345 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4,674 holders

Vanguard Group Inc. 1.14% Add +0.1% 272,384,047 $65.3B
BlackRock, Inc. 1.01% Add +2.1% 206,688,240 $49.5B
State Street Corp. 1.21% Add +1.0% 127,285,458 $30.5B
Morgan Stanley 1.16% Reduce -0.5% 68,844,649 $16.5B
Geode Capital Management, LLC 1.10% Add +1.5% 59,220,603 $14.2B
Bank of America Corp. 1.10% Reduce -1.3% 49,393,655 $11.8B
FMR LLC 0.69% Reduce -0.3% 48,208,266 $11.6B
Norges Bank 1.09% Reduce -3.2% 34,670,579 $8.3B
Northern Trust Corp. 1.15% Add +15.4% 33,845,676 $8.1B
Capital International Investors 1.48% Reduce -2.8% 32,833,483 $7.9B
T. Rowe Price Associates Inc. 0.82% Reduce -1.4% 29,693,944 $7.1B
Wellington Management Group LLP 1.29% Reduce -1.6% 29,330,608 $7.0B
Capital World Investors 1.05% Reduce -16.0% 28,873,932 $6.9B
Bank of New York Mellon Corp 1.08% Reduce -3.2% 24,346,927 $5.8B
Wells Fargo & Company 1.40% Reduce -1.0% 24,236,810 $5.8B
Royal Bank of Canada 1.20% Reduce -4.6% 23,033,823 $5.5B
Capital Research Global Investors 1.13% Add +9.2% 22,841,033 $5.5B
Ameriprise Financial Inc. 1.39% Reduce -2.1% 22,544,716 $5.4B
Massachusetts Financial Services Co. 1.65% Reduce -12.5% 21,831,090 $5.2B
Dimensional Fund Advisors LP 1.23% Reduce -2.6% 21,292,349 $5.1B
Goldman Sachs Group Inc. 0.93% Add +7.5% 20,320,229 $4.9B
Charles Schwab Investment Management Inc. 0.89% Add +0.4% 20,103,063 $4.8B
UBS Group AG 1.07% Add +4.5% 19,961,287 $4.8B
Legal & General Group Plc 1.18% Add +1.2% 18,610,663 $4.5B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.98% Add +16.3% 17,550,491 $4.2B
Fisher Asset Management 1.66% Add +3.7% 17,401,436 $4.2B
Nuveen Asset Management, LLC 1.08% Reduce -2.1% 15,966,240 $3.8B
Raymond James Financial Inc. 1.30% — 14,655,399 $3.5B
Franklin Resources Inc. 0.93% Reduce -9.2% 13,684,786 $3.3B
Invesco Ltd. 0.59% Reduce -1.8% 13,207,448 $3.2B
Deutsche Bank AG 1.18% Reduce -0.4% 12,510,063 $3.0B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2.76% Add +31.4% 10,684,810 $2.6B
Neuberger Berman Group LLC 1.73% Reduce -5.6% 9,110,620 $2.2B
Boston Partners 2.45% Reduce -3.4% 8,362,997 $2.0B
Sanders Capital, LLC 2.89% Add +0.7% 8,250,369 $2.0B
Barclays PLC 0.95% Reduce -12.0% 8,007,741 $1.9B
Viking Global Investors 5.79% Add +102.0% 7,466,187 $1.8B
HSBC Holdings PLC 1.08% Reduce -10.2% 7,282,254 $1.7B
Envestnet Asset Management Inc. 0.55% Add +1.0% 7,083,363 $1.7B
Bank of Montreal 0.83% Reduce -17.4% 6,878,949 $1.6B
PNC Financial Services Group, Inc. 1.10% Reduce -0.9% 6,834,223 $1.6B
Sumitomo Mitsui Trust Group, Inc. 1.10% Reduce -3.1% 6,798,411 $1.6B
Clearbridge Investments, LLC 1.31% Reduce -7.7% 6,709,410 $1.6B
California Public Employees Retirement System 1.00% Reduce -3.5% 6,242,298 $1.5B
Schroder Investment Management Group 1.41% Add +6.8% 6,138,808 $1.5B
Alliancebernstein L.P. 0.50% Add +2.1% 6,109,144 $1.5B
Baird Financial Group, Inc. 2.74% Add +1.7% 5,966,701 $1.4B
Bessemer Group Inc. 2.28% Reduce -1.4% 5,822,364 $1.4B
Principal Financial Group Inc. 0.73% Reduce -4.2% 5,578,586 $1.3B
Amundi 0.45% Reduce -15.4% 5,313,437 $1.3B
Unisphere Establishment 11.13% Reduce -0.4% 5,327,000 $1.3B
Primecap Management Co. 0.99% Reduce -5.8% 5,319,450 $1.3B
Rhumbline Advisers 1.11% Reduce -2.5% 5,172,257 $1.2B
National Pension Service 1.15% Reduce -3.5% 5,077,397 $1.2B
TD Asset Management Inc 1.05% Add +3.0% 4,959,479 $1.2B
Mitsubishi UFJ Asset Management Co., Ltd. 1.09% Add +8.0% 4,634,377 $1.1B
California State Teachers Retirement System 1.25% Reduce -3.7% 4,449,737 $1.1B
JPMorgan Chase & Co. 0.08% Reduce -0.4% 4,432,760 $1.1B
Citigroup Inc. 1.01% Reduce -1.1% 4,365,182 $1.0B
Janus Henderson Group PLC 0.51% Reduce -13.6% 4,182,161 $1.0B
Stifel Financial Corp. 1.04% Add +0.9% 4,156,140 $996.3M
Swedbank AB 1.22% Reduce -1.4% 4,127,198 $989.3M
American Century Companies Inc. 0.56% Reduce -3.4% 4,034,538 $967.1M
LPL Financial LLC 0.39% Add +8.2% 4,017,292 $963.0M
Canada Pension Plan Investment Board 0.88% Reduce -6.3% 3,858,960 $925.0M
US Bancorp \de 1.21% Reduce -1.2% 3,849,092 $922.7M
Voya Investment Management LLC 1.11% Add +6.6% 3,835,922 $919.5M
Fayez Sarofim & Co 2.21% Add +14.9% 3,769,853 $910.2M
BNP Paribas Financial Markets 0.71% Reduce -14.1% 3,796,659 $910.1M
New York State Common Retirement Fund 1.20% Add +0.2% 3,740,260 $896.6M
Healthcare of Ontario Pension Plan Trust Fund 1.88% Reduce -16.9% 3,637,154 $871.9M
Ensign Peak Advisors, Inc 1.53% Reduce -2.5% 3,599,140 $862.7M
Robeco Institutional Asset Management B.V. 1.61% Add +2.6% 3,542,509 $849.2M
Corient Private Wealth LP 1.39% Reduce -4.6% 3,526,963 $838.5M
DekaBank Deutsche Girozentrale 1.51% No change 3,427,167 $816.6M
CIBC Private Wealth Group LLC 1.43% Reduce -2.1% 3,242,788 $788.4M
National Bank of Canada 0.97% Reduce -15.5% 3,129,749 $750.2M
Nordea Investment Management AB 0.77% Add +14.5% 3,062,925 $735.0M
FIL Ltd 0.67% Add +5.2% 2,982,605 $715.0M
HighTower Advisors, LLC 0.95% Add +5.4% 2,881,451 $690.7M
Prudential Financial Inc. 0.95% Reduce -9.4% 2,880,517 $690.5M
Allianz Asset Management GmbH 1.00% Reduce -11.4% 2,878,895 $690.1M
Truist Financial Corp. 1.08% Add +0.5% 2,870,965 $688.2M
Rathbones Group PLC 3.29% Add +4.8% 2,836,572 $680.0M
State Board of Administration of Florida Retirement System 1.24% Reduce -0.7% 2,729,180 $654.2M
Victory Capital Management Inc. 0.64% Reduce -1.5% 2,683,987 $643.4M
Mariner, LLC 1.08% Add +6.4% 2,679,863 $642.4M
Manufacturers Life Insurance Company, The 0.56% Reduce -0.9% 2,677,736 $641.9M
Mackenzie Financial Corp. 0.86% Reduce -6.4% 2,646,963 $634.5M
APG Asset Management N.V. 1.76% Add +457.7% 2,725,473 $630.9M
Adage Capital Partners Gp, L.L.C. 1.10% Reduce -4.3% 2,613,266 $626.4M
CANADA LIFE ASSURANCE Co 1.08% Add +1.3% 2,603,619 $624.5M
Storebrand Asset Management As 1.78% Add +1.5% 2,439,608 $584.8M
New York State Teachers Retirement System 1.23% Reduce -5.5% 2,436,623 $584.1M
Capital Wealth Planning, LLC 5.32% Reduce -4.0% 2,400,139 $575.3M
Blair William & Co. 1.66% Reduce -1.0% 2,384,611 $571.6M
1832 Asset Management L.P. 1.01% Add +1.8% 2,366,981 $567.4M
Bank Julius Baer & Co. Ltd, Zurich 1.70% Add +6.8% 2,127,083 $549.8M
Focus Partners Wealth 1.41% Add +49.2% 2,253,300 $540.1M
Natixis Advisors, LLC 0.99% Reduce -0.6% 2,211,850 $530.2M
Fifth Third Bancorp 1.91% Reduce -1.9% 2,201,007 $527.6M
Royal London Asset Management Ltd. 1.28% Reduce -1.0% 2,194,270 $526.0M
Chevy Chase Trust Holdings, LLC 1.60% Reduce -2.6% 2,186,455 $524.1M
Citadel Advisors 0.49% Add +360.4% 2,184,102 $523.6M
Korea Investment CORP 1.20% Reduce -2.6% 2,115,891 $507.2M
Caisse de depot et placement du Quebec 1.04% Reduce -22.2% 2,095,254 $502.3M
M&T Bank Corp 1.65% Reduce -1.1% 2,050,096 $491.4M
Aberdeen Group plc 0.91% Reduce -8.3% 2,025,497 $485.6M
Bahl & Gaynor LLC 2.53% Reduce -1.0% 1,995,558 $478.4M
Lord, Abbett & Co. LLC 1.58% Reduce -5.5% 1,988,742 $476.7M
Credit Agricole S A 1.61% Add +93.5% 1,976,397 $473.8M
Lansforsakringar Fondforvaltning AB (publ) 1.79% — 1,965,188 $471.1M
Ninety One UK Ltd 1.24% Add +26.2% 1,932,617 $463.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.91% — 1,894,131 $454.0M
Rockefeller Capital Management L.P. 1.17% Add +9.9% 1,888,376 $452.5M
Russell Investments Group, Ltd. 0.62% Reduce -4.0% 1,870,328 $448.3M
King Luther Capital Management Corp. 1.95% Reduce -3.8% 1,869,145 $448.1M
Aviva PLC 1.16% Add +5.8% 1,851,809 $443.9M
Danske Bank A/S 1.31% Reduce -2.7% 1,833,018 $439.4M
Public Employees Retirement Association of Colorado 1.74% Add +10.0% 1,831,468 $439.0M
Brandywine Global Investment Management, LLC 3.16% Reduce -6.5% 1,804,882 $432.6M
Huntington National Bank 4.07% Add +1.1% 1,803,595 $432.3M
KBC Group NV 1.19% Add +15.4% 1,800,791 $431.7M
Janney Montgomery Scott LLC 1.19% Add +0.1% 1,795,227 $430.3M
First Trust Advisors LP 0.38% Add +6.2% 1,788,544 $428.7M
Commonwealth Equity Services, LLC 0.62% Add +0.5% 1,766,041 $423.3M
Bank of Nova Scotia 0.74% Add +89.3% 1,753,991 $420.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 1.19% Add +28.9% 1,743,468 $417.9M
Jennison Associates LLC 0.25% Add +10.8% 1,736,535 $416.3M
UniSuper Management Pty Ltd 2.96% Add +15.2% 1,720,281 $412.4M
Keybank National Association 1.58% Reduce -0.9% 1,718,019 $411.8M
Epoch Investment Partners, Inc. 1.99% Reduce -12.9% 1,715,909 $411.3M
Mairs & Power Inc. 3.98% Reduce -0.3% 1,714,289 $410.9M
Cibc World Market Inc. 0.94% Add +7.5% 1,700,757 $407.7M
Pinebridge Investments, L.P. 3.04% Add +19.3% 1,685,696 $404.1M
Millennium Management 0.36% Add +11541.5% 1,674,983 $401.5M
State of Wisconsin Investment Board 1.00% Reduce -4.8% 1,617,139 $387.6M
Cerity Partners LLC 0.84% Reduce -3.7% 1,651,743 $387.3M
Wealth Enhancement Advisory Services, LLC 0.74% Add +10.2% 1,603,327 $384.3M
Squarepoint Ops LLC 0.98% Add +570.3% 1,571,998 $376.8M
Scotia Capital Inc. 1.93% Add +8.7% 1,528,994 $366.5M
Mitsubishi UFJ Trust & Banking Corp 0.86% Reduce -6.0% 1,521,986 $364.8M
OMERS ADMINISTRATION Corp 3.19% Add +41.0% 1,521,951 $364.8M
Cincinnati Insurance Co. 6.40% No change 1,512,189 $362.5M
Thrivent Financial for Lutherans 0.69% Reduce -9.5% 1,489,735 $357.1M
Menora Mivtachim Holdings LTD. 2.23% Reduce -5.9% 1,484,314 $355.8M
Haverford Trust Co 3.51% Reduce -0.3% 1,472,791 $353.0M
Skandinaviska Enskilda Banken AB (publ) 1.52% Reduce -2.9% 1,409,706 $337.3M
CI Investments Inc. 1.26% Reduce -4.6% 1,397,351 $335.0M
Pictet Asset Management Holding SA 0.36% Reduce -3.6% 1,389,417 $333.1M
Sarasin & Partners LLP 3.66% Reduce -16.4% 1,384,963 $332.0M
Handelsbanken Fonder AB 1.25% Add +7.7% 1,361,319 $326.3M
Susquehanna International Group, LLP 0.48% Add +91.3% 1,331,000 $319.1M
Asset Management One Co., Ltd. 1.09% Reduce -0.7% 1,311,220 $316.2M
ACR Alpine Capital Research, LLC 6.73% Add +30.0% 1,296,290 $310.7M
Cullen Capital Management, LLC 3.60% Reduce -4.9% 1,290,637 $309.4M
Brown Advisory Inc. 0.38% Add +0.1% 1,263,204 $302.8M
Gardner Russo & Quinn 3.42% Reduce -12.4% 1,261,709 $302.4M
Treasurer of the State of North Carolina 1.18% Reduce -1.0% 1,259,400 $301.9M
Great Lakes Advisors, LLC 2.50% Add +4.0% 1,217,007 $291.7M
Public Employees Retirement System of Ohio 1.00% Reduce -8.0% 1,213,214 $290.8M
Nomura Asset Management Co. Ltd. 0.87% Add +3.0% 1,210,220 $290.1M
Comerica Bank 1.17% Reduce -2.9% 1,204,581 $288.8M
Commerce Bank 1.78% Reduce -1.4% 1,203,140 $288.4M
Glenmede Trust Co. NA 1.46% Reduce -7.3% 1,194,840 $286.4M
Zacks Investment Management 2.64% Reduce -10.1% 1,191,720 $285.7M
Public Sector Pension Investment Board 1.20% Add +19.3% 1,188,479 $284.9M
Creative Planning 0.28% Add +3.6% 1,179,960 $282.8M
Regions Financial Corp. 2.04% Reduce -1.1% 1,158,011 $277.6M
STRS Ohio 1.09% Reduce -6.8% 1,148,661 $275.3M
KLP Kapitalforvaltning As 1.23% — 1,080,632 $259.0M
Smead Capital Management, Inc. 4.02% Reduce -23.3% 1,080,528 $259.0M
Teacher Retirement System of Texas 0.93% Add +5.8% 1,074,502 $257.6M
Bradley Foster & Sargent Inc. 4.25% Add +0.2% 1,055,445 $253.0M
State of New Jersey Common Pension Fund D 1.01% Reduce -0.8% 1,048,689 $251.4M
Loomis Sayles & Co. L P 0.32% Reduce -4.0% 1,040,126 $249.3M
Northwestern Mutual Wealth Management Co. 0.21% Add +3.5% 1,028,164 $246.5M
Paralel Advisors LLC 10.51% No change 1,028,000 $246.4M
Boston Trust Walden Corp 1.73% Reduce -1.3% 1,027,602 $246.3M
State of Tennessee, Department of Treasury 0.89% Reduce -5.5% 1,022,304 $245.1M
Empower Advisory Group, LLC 0.82% Add +0.5% 1,017,651 $243.9M
DNB Asset Management AS 1.05% Add +12.9% 1,008,419 $241.7M
Rafferty Asset Management, LLC 0.84% Add +3.0% 993,280 $238.1M
Toronto Dominion Bank 0.45% Reduce -6.4% 985,319 $236.2M
Compagnie Lombard Odier SCmA 3.48% Add +5.2% 984,035 $235.9M
JARISLOWSKY, FRASER Ltd 1.36% Reduce -0.8% 972,123 $233.0M
Cibc World Markets Corp. 1.36% Reduce -6.2% 967,703 $232.0M
TD Waterhouse Canada Inc. 1.87% Add +5.1% 966,485 $231.9M
Retirement Systems of Alabama 0.85% Reduce -1.1% 956,365 $229.3M
Nisa Investment Advisors, LLC 0.88% Reduce -1.6% 949,130 $227.5M
Bristol John W & Co. Inc. 3.68% Reduce -2.2% 934,568 $224.0M
Axiom Investors LLC 1.64% New 930,284 $223.0M
AQR Capital Management 0.28% Add +16.5% 911,026 $218.4M
Cetera Investment Advisers 0.45% Add +1.9% 898,632 $215.4M
Westwood Holdings Group Inc. 1.65% Reduce -6.1% 882,849 $211.6M
Fullerton Fund Management Co Ltd. 7.38% Add +147.8% 881,220 $211.2M
Macquarie Group Ltd. 0.25% Add +23.0% 1,101,211 $208.1M
MML Investors Services, LLC 0.72% Add +3.8% 866,057 $207.6M
Worldquant Millennium Advisors LLC 1.33% Add +195.1% 858,101 $205.7M
Resona Asset Management Co.,Ltd. 1.21% Reduce -6.0% 854,807 $205.1M
NorthCoast Asset Management LLC 1.00% Add +4.8% 849,987 $203.8M
Arizona State Retirement System 1.21% Add +0.5% 827,612 $198.4M
Osaic Holdings, Inc. 0.44% Add +2.0% 901,297 $196.8M
Vaughan Nelson Investment Management, L.P. 1.83% Reduce -26.7% 819,710 $196.5M
Tredje AP-fonden 1.76% Reduce -3.3% 818,456 $196.2M
Homestead Advisers Corp 4.65% Add +1.7% 804,036 $192.7M
Jane Street Group, LLC 0.31% Add +411.3% 799,891 $191.7M
Sei Investments Co. 0.24% Reduce -1.4% 792,666 $190.0M
Cardano Risk Management B.V. 2.91% Reduce -0.4% 791,764 $189.8M
Panagora Asset Management Inc. 0.87% Reduce -33.4% 787,074 $188.7M
Allspring Global Investments Holdings, LLC 0.30% Reduce -2.5% 785,194 $188.4M
Sanctuary Advisors, LLC 1.19% Reduce -2.1% 701,283 $188.1M
First Financial Bankshares Inc 4.06% Reduce -1.8% 783,857 $187.9M
Calamos Advisors LLC 1.23% Add +3.4% 766,894 $183.8M
ProShare Advisors LLC 0.42% Add +15.8% 766,428 $183.7M
Employees Retirement System of Texas 1.84% No change 765,800 $183.6M
Ferguson Wellman Capital Management, Inc. 3.49% Reduce -0.3% 764,950 $183.4M
State of Michigan Retirement System 0.95% Reduce -1.4% 764,131 $183.2M
Douglas Lane & Associates, LLC 2.58% Reduce -3.5% 764,012 $183.1M
Candriam S.C.A. 1.06% Add +41.0% 763,517 $183.0M
Bartlett & Co. Wealth Management LLC 2.65% Reduce -1.0% 761,467 $182.5M
Captrust Financial Advisors 0.52% Add +2.9% 755,654 $181.1M
DJE Kapital AG 4.21% — 752,296 $179.9M
MetLife Investment Management, LLC 0.97% Add +0.7% 745,082 $178.6M
LSV Asset Management 0.41% Reduce -4.5% 739,868 $177.4M
Forsta Ap-Fonden 1.26% Reduce -0.2% 739,600 $177.3M
Quilter Plc 3.48% Reduce -3.1% 734,987 $176.2M
James Hambro & Partners LLP 6.94% Reduce -1.7% 732,869 $175.9M
Stonegate Investment Group, LLC 4.57% Reduce -2.2% 714,076 $171.2M
Capital Group Private Client Services, Inc. 1.56% Reduce -4.6% 709,602 $170.1M
AEGON ASSET MANAGEMENT UK Plc 2.22% Reduce -0.8% 701,910 $168.4M
Gateway Investment Advisers LLC 1.87% Reduce -0.1% 702,459 $168.4M
Welch & Forbes LLC 2.15% Reduce -0.6% 698,451 $167.4M
D. E. Shaw & Co. 0.20% Reduce -35.5% 694,771 $166.5M
Clark Capital Management Group, Inc. 1.15% Reduce -9.1% 688,079 $164.9M
AXA S.A. 0.50% Reduce -3.0% 685,704 $164.4M
EP Wealth Advisors, LLC 1.34% Reduce -1.3% 684,934 $164.2M
Mirae Asset Global Investments Co., Ltd. 0.67% Add +0.6% 697,226 $164.2M
Corebridge Financial, Inc. 0.87% Reduce -1.7% 673,774 $161.5M
HRT Financial LP 0.83% Add +68.1% 668,698 $160.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.63% Reduce -1.7% 664,775 $159.4M
Davis Selected Advisers 0.92% Reduce -53.0% 657,723 $157.7M
Evercore Wealth Management, LLC 2.34% Reduce -0.8% 650,873 $156.0M
Thornburg Investment Management Inc. 2.06% Reduce -35.3% 649,220 $155.6M
Groupama Asset Managment 3.24% Add +51.1% 648,241 $155.1M
NewEdge Advisors, LLC 0.93% Add +6.4% 643,658 $154.3M
Steward Partners Investment Advisory, LLC 1.35% Add +3.3% 636,912 $152.7M
Mn Services Vermogensbeheer B.V. 1.02% Add +1.1% 633,200 $151.8M
Atalanta Sosnoff Capital, LLC 3.25% Reduce -1.1% 623,079 $149.4M
Peapack Gladstone Financial Corp. 2.15% Reduce -1.3% 617,839 $148.1M
Pzena Investment Management LLC 0.50% Reduce -30.3% 616,767 $147.8M
Assetmark, Inc. 0.40% Add +10.1% 614,566 $147.3M
Czech National Bank 1.36% Add +5.4% 610,723 $146.4M
Whittier Trust Co. 1.93% Add +0.3% 609,496 $146.1M
Agf Management Ltd. 0.73% Add +9.2% 604,477 $144.9M
Jones Financial Companies LLLP 0.14% Add +35.2% 601,772 $144.3M
Private Advisor Group, LLC 0.81% Add +80.0% 599,062 $143.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.89% Reduce -3.4% 598,626 $143.5M
Natixis 0.97% Reduce -38.3% 598,605 $143.5M
BI Asset Management Fondsmaeglerselskab A/S 1.51% Add +49.1% 597,395 $143.2M
Cambridge Investment Research Advisors, Inc. 0.48% Reduce -0.9% 596,971 $143.1M
Oppenheimer Asset Management Inc. 1.74% Reduce -0.7% 596,944 $143.1M
DAVENPORT & Co LLC 0.83% Add +0.0% 589,648 $141.3M
Pinnacle Financial Partners Inc 2.85% Reduce -0.9% 621,203 $140.7M
Williams Jones Wealth Management, LLC. 1.66% Reduce -0.5% 574,824 $137.8M
Los Angeles Capital Management LLC 0.56% Reduce -13.0% 573,387 $137.4M
Nissay Asset Management Corp. /Japan 0.83% Add +8.7% 564,729 $136.2M
Factory Mutual Insurance Co. 1.47% Reduce -4.3% 566,725 $135.8M
Mercer Global Advisors Inc. 0.33% Reduce -20.3% 563,544 $135.1M
AMF Tjanstepension AB 0.96% Add +18.8% 562,951 $135.0M
Federation des caisses Desjardins du Quebec 0.67% Add +7.7% 550,301 $131.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.78% Add +13.7% 544,830 $130.6M
Amalgamated Bank 1.06% Reduce -3.9% 540,822 $129.6M
Bridges Investment Management Inc. 1.81% Reduce -2.2% 540,393 $129.5M
O'shaughnessy Asset Management, LLC 1.09% Add +7.9% 537,475 $128.8M
Commerzbank Aktiengesellschaft 3.09% Add +4.0% 535,288 $128.3M
Capital International, Inc. 1.50% Add +4.1% 529,004 $126.8M
IFM Investors Pty Ltd 1.29% Reduce -8.6% 528,396 $126.7M
&partners 1.51% Add +62.9% 518,764 $126.2M
LGT Group Foundation 1.95% Add +2.8% 525,801 $126.0M
Kestra Advisory Services, LLC 0.69% Reduce -17.5% 524,974 $125.8M
TCW Group Inc. 1.05% Reduce -2.3% 520,386 $124.7M
CIBC Asset Management Inc 0.41% Add +4.3% 520,041 $124.6M
QRG Capital Management, Inc. 1.24% Add +3.4% 502,566 $120.5M
Junto Capital Management LP 2.40% New 501,640 $120.2M
Employees Provident Fund Board 1.49% Reduce -6.3% 500,000 $119.9M
Arrowstreet Capital, Limited Partnership 0.10% Reduce -92.4% 496,090 $118.9M
Capital Advisors Inc. 2.34% Add +0.9% 489,783 $117.4M
Sapient Capital LLC 2.19% Add +2.3% 478,094 $114.6M
Tiaa Trust, National Association 0.35% Reduce -6.3% 477,396 $114.4M
UMB Bank, n.a. 1.81% Reduce -1.6% 476,719 $114.3M
ABN AMRO Bank N.V. 1.52% Add +25.2% 474,955 $112.7M
Basswood Capital Management, L.L.C. 6.56% No change 469,496 $112.5M
Crawford Investment Counsel Inc. 2.02% Reduce -3.9% 467,816 $112.1M
Financial Counselors Inc. 1.63% Reduce -0.7% 467,165 $112.0M
Staley Capital Advisers Inc. 4.96% Reduce -2.7% 466,358 $111.8M
Utah Retirement Systems 1.23% Reduce -1.8% 466,069 $111.7M
B. Metzler seel. Sohn & Co. AG 1.15% Add +31.4% 465,360 $111.5M
Zurich Insurance Group Ltd 0.90% Add +19.4% 461,534 $110.6M
Ilmarinen Mutual Pension Insurance Co 0.94% Add +36.9% 457,869 $109.8M
Teachers Retirement System of the State of Kentucky 0.96% Reduce -20.7% 457,303 $109.6M
Daiwa Securities Group Inc. 0.49% Add +4.5% 456,455 $109.4M
Wilkinson Global Asset Management LLC 6.71% Reduce -6.9% 455,408 $109.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 1.10% Reduce -4.4% 455,314 $109.1M
Eastern Bank 2.03% Reduce -0.2% 454,745 $109.0M
USS Investment Management Ltd 0.79% Reduce -0.3% 452,108 $108.5M
Pinnacle Associates Ltd. 1.45% Reduce -6.7% 446,577 $107.0M
Pathstone Holdings, LLC 0.47% Reduce -1.6% 445,041 $106.7M
Berkshire Asset Management LLC 5.04% Reduce -4.2% 402,201 $106.5M
Mawer Investment Management Ltd. 0.48% Reduce -4.1% 442,877 $106.2M
Advisors Capital Management, LLC 1.67% Add +0.1% 442,024 $106.0M
Rwa Wealth Partners, LLC 1.29% Add +0.8% 437,097 $104.8M
Barr E S & Co. 6.10% Add +26.9% 430,130 $103.1M
Beck Mack & Oliver LLC 1.91% Add +0.2% 429,563 $103.0M
Swiss Life Asset Management Ltd 0.76% Add +29.8% 427,310 $102.4M
Varma Mutual Pension Insurance Co 0.77% Reduce -22.8% 420,711 $100.8M
Glenview Trust Co 1.87% Reduce -0.3% 417,182 $100.0M
Xponance LLC 0.91% Add +0.9% 417,159 $100.0M
Cresset Asset Management, LLC 0.47% Reduce -30.2% 409,030 $98.0M
Police & Firemen's Retirement System of New Jersey 0.95% — 408,786 $98.0M
MAI Capital Management 0.73% Add +20.2% 406,767 $97.5M
D.A. Davidson & Co. 0.79% Reduce -1.0% 406,458 $97.4M
NewEdge Wealth, LLC 1.69% Add +8.4% 406,308 $97.4M
W1M Investment Management Ltd 1.55% Reduce -1.0% 404,795 $97.1M
Guidance Point Advisors, LLC 28.04% Reduce -0.2% 400,953 $96.1M
Hardy Reed LLC 8.47% Reduce -0.0% 400,823 $96.1M
Federated Hermes, Inc. 0.21% Reduce -2.1% 400,227 $95.9M
Cullen/Frost Bankers, Inc. 1.29% Add +0.6% 392,775 $94.2M
Beacon Pointe Advisors, LLC 1.04% Add +0.1% 390,506 $93.6M
Yousif Capital Management, LLC 1.03% Reduce -4.9% 389,581 $93.4M
M&G PLC 0.60% Reduce -2.3% 388,902 $93.3M
TCTC Holdings, LLC 3.35% Add +0.1% 389,032 $93.3M
Cwm, LLC 0.38% Add +6.0% 386,275 $92.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.23% Reduce -23.5% 384,975 $92.3M
Becker Capital Management Inc. 3.01% Reduce -0.8% 384,929 $92.3M
Associated Banc-Corp 2.78% Reduce -2.8% 384,909 $92.3M
Curi Capital, LLC 2.13% Reduce -5.8% 384,693 $92.2M
AE Wealth Management LLC 0.77% Add +8.4% 380,822 $91.3M
Gabelli Funds LLC 0.70% Reduce -5.0% 380,785 $91.3M
Mediolanum International Funds Ltd 1.18% Add +65.4% 380,869 $90.9M
Park National Corp. 3.33% Reduce -2.7% 379,172 $90.9M
Global Frontier Investments LLC 23.37% — 379,000 $90.8M
Stock Yards Bank & Trust Co. 3.12% Reduce -11.3% 378,841 $90.8M
Stephens Inc. 1.27% Add +3.0% 378,560 $90.7M
New York Life Investment Management LLC 0.88% Reduce -0.4% 377,866 $90.6M
United Capital Financial Advisors, LLC 0.77% Reduce -1.1% 377,712 $90.5M
Border to Coast Pensions Partnership Ltd 1.75% Reduce -8.3% 373,864 $89.6M
Acadian Asset Management LLC 0.26% Reduce -27.1% 371,787 $89.1M
Allworth Financial LP 0.49% Add +24.9% 338,900 $89.1M
Connor, Clark & Lunn Investment Management Ltd. 0.40% Add +56.7% 367,825 $88.2M
Wilmington Savings Fund Society, FSB 1.58% Add +0.7% 365,770 $87.7M
Oppenheimer & Co. Inc. 1.31% Add +1.5% 365,036 $87.5M
Investment Management Corp of Ontario 2.86% Reduce -9.6% 361,771 $86.7M
Mutual of America Capital Management LLC 0.93% Reduce -4.0% 361,007 $86.5M
Vaughan David Investments LLC 2.05% Reduce -1.4% 360,868 $86.5M
E. Ohman J:or Asset Management AB 2.02% Reduce -11.2% 360,682 $86.5M
Groupe la Francaise 2.13% — 367,452 $86.2M
Waters Parkerson & Co., LLC 4.53% Reduce -0.5% 358,915 $86.0M
RNC Capital Management LLC 4.59% Reduce -1.4% 358,752 $86.0M
Quintet Private Bank (Europe) S.A. 4.73% Add +11.2% 358,523 $85.9M
Ofi Invest Asset Management 2.02% — 370,146 $85.7M
Smith Chas P & Associates Pa Cpas 4.92% Reduce -2.5% 357,161 $85.6M
Principle Wealth Partners LLC 5.93% Reduce -0.1% 352,176 $84.4M
Carnegie Investment Counsel 2.42% Reduce -0.2% 351,095 $84.2M
Lazard Asset Management LLC 0.13% Add +62.5% 350,851 $84.1M
Vanguard Personalized Indexing Management, LLC 1.26% Add +5.8% 347,459 $83.3M
Nearwater Capital Markets, Ltd 2.37% — 346,000 $82.9M
Lockheed Martin Investment Management Co. 3.28% Add +19.9% 343,530 $82.3M
Davis R M Inc. 1.60% Add +0.4% 342,365 $82.1M
Donaldson Capital Management, LLC 3.13% Add +0.8% 342,024 $82.0M
Banco Santander, S.A. 0.99% Add +2.1% 341,985 $82.0M
Flputnam Investment Management Co. 1.49% Add +0.5% 339,022 $81.3M
Lido Advisors, LLC 0.51% Add +23.5% 337,188 $80.8M
Henshaw Capital LLC 3.37% No change 337,139 $80.8M
Quantinno Capital Management LP 0.79% Add +28.0% 333,243 $79.9M
Manning & Napier Advisors LLC 0.91% Reduce -11.1% 333,130 $79.9M
Discovery Capital Management, LLC / CT 5.49% New 331,900 $79.6M
Envestnet Portfolio Solutions, Inc. 0.26% Reduce -6.7% 331,875 $79.6M
HM Payson & Co. 1.35% Add +0.5% 331,346 $79.4M
Capital International Sarl 1.83% Add +6.3% 330,675 $79.3M
Fiduciary Trust Co 1.04% Add +2.6% 329,292 $78.9M
Citizens Financial Group Inc. 1.52% Add +2.5% 325,464 $78.0M
State of Alaska, Department of Revenue 0.86% Reduce -4.1% 321,022 $77.0M
Avantax Advisory Services, Inc. 0.48% Add +2.3% 320,959 $76.9M
Mesirow Financial Investment Management, Inc. 1.52% Reduce -1.1% 319,048 $76.5M
MassMutual Private Wealth & Trust, FSB 2.11% Add +0.3% 313,868 $75.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.16% Add +2.0% 310,272 $74.4M
JTC Employer Solutions Trustee Ltd 5.25% Reduce -0.8% 309,236 $74.0M
Ancora Advisors LLC 1.65% Add +1.4% 308,196 $73.9M
Whittier Trust Co. of Nevada Inc. 1.80% Add +3.9% 306,563 $73.5M
Wesbanco Bank Inc. 2.51% Reduce -1.2% 305,827 $73.3M
Achmea Investment Management B.V. 1.21% Add +8.6% 305,687 $73.3M
Kestra Private Wealth Services, LLC 1.24% Add +2.3% 304,470 $73.0M
Susquehanna Fundamental Investments, LLC 1.22% — 303,656 $72.8M
Badgley Phelps Wealth Managers, LLC 1.69% Add +1.3% 302,573 $72.5M
Ieq Capital, LLC 0.70% Add +7.7% 301,997 $72.4M
Synovus Financial Corp. 0.92% Reduce -1.0% 301,637 $72.3M
Aptus Capital Advisors, LLC 0.86% Add +27.4% 301,558 $72.3M
Welch Group, LLC 3.24% Reduce -1.6% 301,071 $72.1M
Meyer Handelman Co. 2.48% Reduce -0.2% 298,501 $71.6M
Man Group plc 0.22% Reduce -24.8% 295,709 $70.9M
Bokf, NA 1.20% Reduce -0.7% 295,494 $70.9M
Dodge & Cox 0.04% Reduce -3.4% 293,280 $70.3M
Sequoia Financial Advisors, LLC 0.68% Add +3.3% 292,578 $70.1M
Vontobel Holding Ltd. 0.24% Add +4.1% 290,394 $69.6M
Miller Howard Investments Inc. 2.28% Reduce -10.4% 289,669 $69.4M
Wealthfront Advisers LLC 0.20% Add +6.2% 289,162 $69.3M
Guggenheim Capital LLC 0.57% Reduce -13.9% 288,952 $69.3M
Argent Trust Co 2.81% Add +0.3% 287,764 $69.0M
Seizert Capital Partners, LLC 3.08% Add +4.8% 284,914 $68.3M
Jefferies Financial Group Inc. 0.79% Add +657.9% 284,875 $68.3M
Alpha Cubed Investments, LLC 3.12% Add +17.1% 284,661 $68.2M
Aristotle Atlantic Partners, LLC 2.14% Reduce -4.1% 283,951 $68.1M
Stratos Wealth Partners, LTD. 0.96% Add +12.1% 279,734 $67.1M
Tocqueville Asset Management L.P. 1.05% Reduce -0.0% 279,039 $66.9M
PGGM Investments 0.88% Reduce -4.5% 277,042 $66.4M
Tidal Investments LLC 0.55% Add +98.5% 276,892 $66.4M
Impax Asset Management Group plc 0.30% Reduce -11.3% 276,035 $66.2M
Union Bancaire Privee, UBP SA 1.19% — 284,495 $66.1M
North Star Investment Management Corp. 4.49% Reduce -1.0% 268,859 $64.4M
Beacon Investment Advisory Services, Inc. 2.78% Reduce -0.6% 267,825 $64.2M
Mizuho Securities USA LLC 1.17% Add +44.6% 266,830 $64.0M
Roffman Miller Associates Inc. 3.93% Reduce -3.8% 266,309 $63.8M
United Services Automobile Association 2.08% Add +3.2% 266,087 $63.8M
Nicholas Company, Inc. 1.03% Reduce -6.3% 264,490 $63.4M
Bowen Hanes & Co. Inc. 1.70% Add +1.4% 264,210 $63.3M
Ceredex Value Advisors LLC 1.28% Add +9.8% 263,774 $63.2M
Atria Investments, Inc 0.79% Reduce -1.4% 263,442 $63.1M
Pacer Advisors, Inc. 0.14% Add +14.3% 263,386 $63.1M
Silvercrest Asset Management Group LLC 0.42% Add +40.2% 262,648 $63.0M
Deprince Race & Zollo Inc. 1.25% Reduce -0.0% 262,176 $62.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.66% Reduce -10.2% 260,662 $62.6M
BNP Paribas 0.87% Add +13.8% 257,774 $62.5M
Elo Mutual Pension Insurance Co 1.32% Reduce -4.9% 259,644 $62.2M
Capitolis Liquid Global Markets LLC 0.61% No change 259,500 $62.2M
Aware Super Pty Ltd as trustee of Aware Super 0.98% — 256,842 $61.6M
Clearstead Advisors, LLC 0.93% Add +1.5% 254,113 $60.9M
Migdal Insurance & Financial Holdings Ltd. 0.87% Add +0.5% 253,704 $60.8M
Daymark Wealth Partners, LLC 2.56% Add +0.1% 352,440 $60.6M
Markel Group 0.53% No change 252,550 $60.5M
Florida Trust Wealth Management Co 1.93% Add +2.6% 252,390 $60.5M
Todd Asset Management LLC 1.44% Reduce -28.2% 250,797 $60.1M
Andra AP-fonden 0.96% Reduce -12.5% 250,100 $60.0M
Cannell & Spears LLC 1.23% Reduce -12.1% 249,845 $59.9M
iA Global Asset Management Inc. 1.05% Reduce -0.8% 249,315 $59.8M
Kimelman & Baird, LLC 4.74% Reduce -3.0% 248,941 $59.7M
Allianz SE 1.55% Add +4.0% 248,899 $59.6M
Crestwood Advisors Group, LLC 1.11% Add +1.8% 247,066 $59.2M
Brandes Investment Partners, LP 0.66% Reduce -16.3% 246,051 $59.0M
Parsons Capital Management Inc. 3.16% Add +70.3% 243,016 $58.3M
ZWJ Investment Counsel Inc. 2.41% Reduce -1.4% 242,954 $58.2M
Capital Fund Management S.A. 0.57% New 242,010 $58.0M
Oregon Public Employees Retirement Fund 1.06% Reduce -0.9% 241,360 $57.9M
Busey Bank 1.89% Add +1.6% 240,170 $57.6M
McDonald Capital Investors Inc. 3.59% Reduce -1.4% 238,100 $57.1M
Argent Capital Management LLC 1.61% Reduce -2.0% 237,948 $57.0M
First Horizon Advisors, Inc. 1.59% Reduce -1.0% 236,808 $56.8M
Modera Wealth Management, LLC 0.68% Reduce -1.0% 233,473 $56.0M
Moran Wealth Management, LLC 1.78% Reduce -0.2% 232,845 $55.8M
Polar Capital Holdings Plc 0.31% Reduce -7.0% 232,362 $55.7M
Foundry Partners, LLC 2.80% Reduce -5.8% 232,117 $55.6M
Johnson Investment Counsel Inc. 0.54% Reduce -0.5% 231,772 $55.6M
Applied Finance Capital Management, LLC 2.40% Add +16.0% 230,168 $55.2M
NorthCrest Asset Manangement, LLC 1.65% Reduce -0.5% 230,095 $55.2M
First Manhattan Co. Llc. 0.16% Reduce -1.7% 230,031 $55.1M
Evelyn Partners Investment Management LLP 1.79% — 229,458 $55.0M
Destination Wealth Management 1.72% Reduce -3.7% 229,392 $55.0M
Cooke & Bieler LP 0.53% Reduce -46.3% 229,186 $54.9M
Salem Investment Counselors Inc. 1.80% Reduce -2.0% 228,599 $54.8M
Cambiar Investors LLC 2.15% Reduce -4.1% 226,329 $54.3M
HighPoint Advisor Group LLC 2.94% Reduce -0.2% 198,306 $54.1M
Intech Investment Management LLC 0.52% Add +78.0% 224,962 $53.9M
Sabal Trust CO 3.10% Reduce -6.1% 223,676 $53.6M
Gulf International Bank (UK) Ltd 1.35% Reduce -1.1% 223,542 $53.6M
Capital Investment Advisors, LLC 1.07% Add +0.2% 218,268 $52.3M
SVB Wealth LLC 0.98% New 217,752 $52.2M
GAMCO Investors 0.55% Reduce -5.1% 217,355 $52.1M
Baker Avenue Asset Management, LP 1.59% Reduce -1.8% 217,036 $52.0M
Prudential PLC 0.26% Reduce -19.8% 217,018 $52.0M
Villere St Denis J & Co. LLC 4.79% Reduce -3.6% 216,662 $51.9M
Ingalls & Snyder LLC 2.05% Reduce -1.5% 216,230 $51.8M
Nomura Holdings Inc. 0.28% Add +109.0% 216,116 $51.8M
Wharton Business Group, LLC 2.34% Reduce -1.3% 215,835 $51.7M
Venture Visionary Partners LLC 2.19% Reduce -1.3% 215,245 $51.6M
Country Trust Bank 1.29% Reduce -10.4% 215,120 $51.6M
Main Street Research LLC 3.21% Add +2.0% 214,725 $51.5M
Trust Co. of Vermont 2.50% Add +1.6% 214,320 $51.4M
Generali Asset Management SPA SGR 1.31% — 213,544 $51.2M
Heritage Investors Management Corp. 1.65% Reduce -0.6% 213,069 $51.1M
Howard Capital Management Group, LLC 3.47% Add +0.1% 211,651 $50.7M
Chilton Capital Management LLC 2.14% Reduce -0.6% 211,614 $50.7M
FreeGulliver LLC 26.46% Reduce -0.4% 211,332 $50.7M
Adams Diversified Equity Fund, Inc. 1.91% Reduce -19.9% 210,763 $50.5M
Mill Capital Management, LLC 3.99% Reduce -1.0% 210,537 $50.5M
GMO 0.16% Reduce -38.6% 210,309 $50.4M
Klingenstein Fields & Co. LP 2.00% Reduce -1.6% 207,251 $49.7M
Taurus Asset Management, LLC 4.80% Reduce -1.2% 205,849 $49.3M
WestEnd Advisors, LLC 1.24% Add +1.0% 202,867 $48.6M
Northeast Investment Management 2.15% Reduce -0.9% 201,855 $48.4M
Jupiter Asset Management Ltd. 0.47% Add +0.1% 201,735 $48.4M
Martingale Asset Management L P 1.17% Reduce -15.7% 200,522 $48.1M
World Investment Advisors 1.32% Add +5.1% 200,437 $48.0M
Howe & Rusling Inc. 4.13% Reduce -1.4% 200,107 $48.0M
Clear Street LLC 0.95% No change 200,000 $47.9M
MUFG Securities EMEA plc 0.90% Add +0.0% 200,000 $47.9M
Oakworth Capital, Inc. 3.30% Add +0.7% 199,962 $47.9M
Maple Capital Management, Inc. 3.52% Add +0.2% 199,590 $47.8M
GW&K Investment Management, LLC 0.41% Reduce -0.9% 199,472 $47.8M
Nexus Investment Management ULC 4.77% Reduce -6.7% 198,907 $47.7M
Meitav Investment House Ltd. 0.80% Add +0.8% 199,036 $47.7M
Orion Porfolio Solutions, LLC 0.47% Add +0.0% 197,706 $47.4M
Orion Portfolio Solutions, LLC 0.47% Add +0.0% 197,706 $47.4M
Clifford Swan Investment Counsel LLC 1.70% Reduce -2.8% 197,663 $47.4M
Americana Partners, LLC 1.93% Add +544.0% 197,031 $47.2M
Polaris Capital Management, LLC 2.26% Reduce -9.1% 195,851 $46.9M
Braun Stacey Associates Inc. 1.75% Reduce -2.3% 195,561 $46.9M
Kentucky Retirement Systems 1.38% Reduce -1.4% 195,517 $46.9M
Moody LYNN Lieberson & Walker, LLC 2.87% Add +0.7% 195,271 $46.8M
Fort Washington Investment Advisors Inc. 0.28% Add +6.7% 194,855 $46.7M
Crossmark Global Holdings, Inc. 0.86% Reduce -9.0% 194,519 $46.6M
Hancock Whitney Corp. 1.48% Reduce -11.1% 194,452 $46.6M
Meridian Wealth Management, LLC 2.20% Reduce -1.9% 193,906 $46.5M
CW Advisors, LLC 0.64% Reduce -0.4% 193,218 $46.3M
First National Trust Co 1.74% Reduce -0.6% 193,111 $46.3M
St Germain D J Co. Inc. 2.10% Add +0.7% 192,444 $46.1M
Bank Pictet & Cie (Europe) AG 1.01% Add +0.6% 192,182 $46.1M
Illinois Municipal Retirement Fund 0.65% Reduce -9.8% 191,675 $45.9M
Dakota Wealth Management 1.06% Add +0.8% 191,307 $45.9M
WASHINGTON TRUST Co 1.63% Reduce -2.6% 189,676 $45.5M
Erste Asset Management GmbH 0.56% Reduce -3.2% 188,953 $45.4M
Smith Salley Wealth Management 2.90% Add +0.8% 188,317 $45.1M
Triglav Investments, D.O.O. 3.55% — 188,172 $45.1M
Thomasville National Bank 3.24% Reduce -0.5% 187,740 $45.0M
Estabrook Capital Management 6.92% Reduce -1.4% 186,755 $44.8M
Segall Bryant & Hamill, LLC 0.61% Reduce -0.3% 183,967 $44.1M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.39% Reduce -10.3% 184,042 $44.0M
Townsquare Capital LLC 0.50% Add +9.5% 183,175 $43.9M
LMCG Investments, LLC 2.68% Reduce -2.8% 182,481 $43.7M
Capital International Ltd. 1.78% Reduce -1.6% 181,598 $43.5M
Performance Wealth Partners, LLC 1.40% Add +9.7% 181,580 $43.5M
Independent Advisor Alliance 0.58% Add +6.5% 181,446 $43.5M
Cornerstone Investment Partners, LLC 2.15% Reduce -0.4% 180,669 $43.3M
Van Lanschot Kempen Investment Management N.V. 0.43% Reduce -10.6% 180,485 $43.3M
Central Securities Corp 4.12% No change 180,000 $43.1M
Levin Capital Strategies, L.P. 4.12% Reduce -0.1% 179,792 $43.1M
KCM Investment Advisors LLC 1.48% Add +1.3% 178,279 $42.7M
American Assets Investment Management, LLC 3.47% No change 177,600 $42.6M
Equitable Holdings, Inc. 0.40% Reduce -0.4% 177,118 $42.5M
Eagle Global Advisors LLC 1.72% Add +9.6% 175,287 $42.0M
Choreo, LLC 0.60% Add +5.7% 175,435 $42.0M
NS Partners Ltd 1.73% Reduce -1.4% 174,270 $41.8M
Hartford Investment Management Co. 1.37% Reduce -2.9% 173,966 $41.7M
Highland Capital Management, LLC 2.38% Reduce -3.9% 173,900 $41.7M
Sculptor Capital LP 0.99% Reduce -28.8% 173,300 $41.5M
Gradient Investments LLC 0.84% Reduce -0.4% 173,293 $41.5M
Deroy & Devereaux Private Investment Counsel Inc. 2.39% Add +1.0% 173,150 $41.5M
Private Wealth Partners, LLC 3.18% Reduce -1.4% 172,909 $41.4M
Prospera Financial Services Inc 0.96% Add +12.5% 172,581 $41.4M
Conning Inc. 1.52% Reduce -9.9% 172,110 $41.3M
Farmers & Merchants Investments Inc. 1.29% Add +3.3% 172,005 $41.2M
Fishman Jay A Ltd. 3.85% Reduce -0.3% 171,365 $41.1M
HB Wealth Management, LLC 0.42% Add +5.1% 171,239 $41.0M
Blue Chip Partners, LLC 3.52% Reduce -2.3% 171,000 $41.0M
Cornerstone Advisors, LLC 1.63% No change 170,700 $40.9M
Community Trust & Investment Co. 2.53% Reduce -0.7% 170,663 $40.9M
Chesley Taft & Associates LLC 1.90% Reduce -1.6% 170,545 $40.9M
Randolph Co Inc 4.57% No change 170,423 $40.9M
CENTRAL TRUST Co 1.00% Reduce -0.4% 170,263 $40.8M
Hosking Partners LLP 1.59% Reduce -22.5% 169,507 $40.6M
Tower Research Capital LLC (TRC) 0.81% Add +41.8% 169,238 $40.6M
Atria Wealth Solutions, Inc. 0.45% Reduce -3.1% 169,167 $40.6M
Woodline Partners LP 0.27% New 169,073 $40.5M
Sandy Spring Bank 1.63% Add +2.1% 168,261 $40.3M
Livforsakringsbolaget Skandia, Omsesidigt 2.13% Reduce -0.5% 167,960 $40.3M
Prime Capital Investment Advisors, LLC 0.58% Add +11.3% 166,811 $40.0M
Advisory Services Network, LLC 0.73% Add +8.0% 163,642 $39.2M
Fisher Funds Management LTD 0.94% — 162,270 $38.9M
Anchor Capital Advisors LLC 1.11% Reduce -4.7% 161,884 $38.8M
Matrix Asset Advisors Inc. 4.24% Reduce -3.0% 161,806 $38.8M
Savant Capital, LLC 0.30% Add +12.2% 161,631 $38.7M
Integrated Wealth Concepts LLC 0.45% Add +10.3% 161,549 $38.7M
Nippon Life Global Investors Americas, Inc. 1.78% Reduce -11.7% 161,190 $38.6M
Metis Global Partners, LLC 1.16% Add +0.9% 161,123 $38.6M
National Mutual Insurance Federation of Agricultural Cooperatives 0.33% No change 160,900 $38.6M
Rockland Trust Co. 1.96% Reduce -15.2% 160,694 $38.5M
Waverly Advisors, LLC 0.59% Add +29.4% 160,295 $38.4M
Madison Asset Management, LLC 0.43% Reduce -1.8% 159,007 $38.1M
Madison Investment Advisors, LLC 0.43% — 159,007 $38.1M
Atlantic Union Bankshares Corp 2.21% Reduce -0.4% 158,062 $37.9M
FUKOKU MUTUAL LIFE INSURANCE Co 2.73% Add +0.1% 157,900 $37.9M
Marco Investment Management LLC 3.26% Reduce -1.8% 157,469 $37.7M
Allen Investment Management, LLC 0.43% Reduce -7.8% 156,216 $37.4M
Barrow Hanley Mewhinney & Strauss LLC 0.13% Reduce -6.1% 156,159 $37.4M
Stonebridge Capital Advisors LLC 2.99% Reduce -1.3% 155,267 $37.2M
Modern Wealth Management, LLC 1.39% Add +475.0% 155,243 $37.2M
Marsico Capital Management LLC 1.01% Reduce -53.6% 155,206 $37.2M
SouthState Bank Corp 2.42% Add +1.0% 154,062 $36.9M
RiverFront Investment Group, LLC 0.84% Add +6.7% 153,511 $36.8M
Rit Capital Partners PLC 8.95% New 152,600 $36.6M
Hantz Financial Services, Inc. 0.64% Reduce -3.4% 152,607 $36.6M
NEOS Investment Management LLC 0.86% Add +24.2% 152,130 $36.5M
Maryland State Retirement & Pension System 0.78% Reduce -7.9% 151,776 $36.4M
Louisiana State Employees Retirement System 0.68% Reduce -5.5% 151,400 $36.3M
Securian Asset Management, Inc. 1.06% Reduce -3.8% 151,312 $36.3M
Vestor Capital, LLC 2.77% Add +0.0% 151,294 $36.3M
Wilsey Asset Management Inc. 6.72% Reduce -1.1% 151,214 $36.2M
Rothschild Investment LLC 2.37% Reduce -2.2% 150,861 $36.2M
Northeast Financial Consultants Inc 1.52% Reduce -11.3% 150,532 $36.1M
Vest Financial, LLC 0.64% Add +7.8% 150,523 $36.1M
Franklin Street Advisors Inc. 2.40% Reduce -0.6% 150,344 $36.0M
First National Bank of Omaha 2.34% Reduce -5.6% 150,122 $36.0M
Consulta Ltd 2.35% Reduce -57.1% 150,000 $36.0M
Daiichi Life Insurance Co., Ltd. 0.99% Reduce -3.7% 148,977 $35.7M
Carret Asset Management, LLC 3.90% Reduce -1.0% 148,730 $35.7M
FineMark National Bank & Trust 1.24% Reduce -1.1% 148,521 $35.6M
Great Valley Advisor Group, Inc. 0.80% Add +0.8% 148,189 $35.5M
Payden & Rygel 3.05% Reduce -19.8% 147,650 $35.4M
Axxcess Wealth Management, LLC 0.88% Add +0.2% 147,558 $35.4M
Valeo Financial Advisors, LLC 0.99% Add +0.4% 171,858 $35.3M
Benjamin Edwards Inc. 0.51% Add +4.7% 147,225 $35.3M
Snowden Capital Advisors LLC 1.11% Add +2.0% 147,175 $35.3M
Oak Associates Ltd. 2.42% Reduce -4.6% 146,416 $35.1M
MMBG Investment Advisors Co. 3.72% Reduce -6.6% 146,306 $35.1M
Schwerin Boyle Capital Management Inc. 3.60% Add +0.3% 146,236 $35.1M
Lowe Brockenbrough & Co. Inc. 2.24% Reduce -0.4% 145,538 $34.9M
Wesleyan Assurance Society 2.66% Reduce -0.3% 144,744 $34.7M
Bailard, Inc. 0.89% Add +7.1% 144,866 $34.7M
OneDigital Investment Advisors LLC 0.40% Add +1.5% 143,817 $34.5M
First Fiduciary Investment Counsel, Inc. 7.00% Reduce -0.9% 143,510 $34.4M
Railway Pension Investments Ltd 0.46% Add +4.0% 143,500 $34.4M
William Blair Investment Management, LLC 0.08% New 142,962 $34.3M
Appleton Partners Inc. 2.53% Reduce -4.6% 142,626 $34.2M
Natixis Investment Managers International 2.64% Reduce -26.5% 142,585 $34.2M
Bryn Mawr Trust Advisors, LLC 1.83% Reduce -3.5% 141,960 $34.0M
Fiduciary Alliance LLC 3.44% Add +27.2% 141,701 $34.0M
HUB Investment Partners, LLC 1.43% Add +6.6% 141,533 $33.9M
Neville Rodie & Shaw Inc. 2.47% Add +3.0% 141,181 $33.8M
NFJ Investment Group, LLC 1.08% Reduce -1.2% 140,942 $33.8M
Apollon Wealth Management, LLC 0.78% Add +14.0% 140,817 $33.8M
NBT Bank, N.A. 2.35% Reduce -1.7% 140,651 $33.7M
Park Avenue Securities LLC 0.34% Add +19.0% 139,906 $33.5M
First Citizens Bank & Trust Co. 0.61% Reduce -13.8% 139,626 $33.5M
Noesis Capital Mangement Corp. 6.37% Reduce -0.0% 139,147 $33.4M
LaFleur & Godfrey LLC 4.55% Reduce -1.1% 138,499 $33.2M
Osterweis Capital Management Inc. 2.02% New 138,025 $33.1M
TAM Capital Management Inc. 12.00% Add +5.3% 138,017 $33.1M
Dana Investment Advisors, Inc. 1.09% Add +0.7% 137,766 $33.0M
Kanawha Capital Management LLC 2.59% Add +0.0% 137,360 $32.9M
Norinchukin Bank, The 0.70% Add +7.2% 137,301 $32.9M
New Mexico Educational Retirement Board 1.09% Reduce -3.4% 135,650 $32.5M
Vinva Investment Management Ltd 1.23% Add +13.9% 135,227 $32.4M
Perigon Wealth Management, LLC 0.79% Add +6.0% 126,863 $32.3M
Penobscot Investment Management Company, Inc. 2.92% Reduce -0.2% 134,226 $32.2M
Moors & Cabot, Inc. 1.52% Add +0.0% 133,625 $32.0M
BLB&B Advisors, LLC 1.63% Add +2.2% 133,603 $32.0M
Patten & Patten Inc. 2.11% Reduce -1.3% 133,270 $31.9M
Palisade Capital Management, LP 0.96% Reduce -3.4% 132,277 $31.7M
Motley Fool Asset Management LLC 1.65% Add +15.3% 131,988 $31.6M
Edgar Lomax Co. 2.04% Reduce -1.9% 131,865 $31.6M
Tower Bridge Advisors 3.41% Reduce -0.5% 131,510 $31.5M
Abn Amro Investment Solutions 0.58% Reduce -9.1% 130,497 $31.3M
Steigerwald, Gordon & Koch Inc. 3.52% Reduce -2.4% 129,795 $31.1M
Galvin, Gaustad & Stein, LLC 2.82% Reduce -5.5% 129,784 $31.1M
Abner Herrman & Brock LLC 3.86% Reduce -1.3% 129,706 $31.1M
Greenleaf Trust 0.28% Add +0.9% 129,679 $31.1M
Parallel Advisors, LLC 0.70% Add +0.9% 129,516 $31.0M
Private Management Group Inc. 1.12% Reduce -20.1% 129,485 $31.0M
Alley Investment Management Company, LLC 3.92% Add +1.0% 129,246 $31.0M
Ninety One SA (Pty) Ltd 6.79% Add +15.7% 128,397 $30.8M
Foundations Investment Advisors, LLC 0.59% Add +13.2% 128,304 $30.8M
M.D. Sass, LLC 2.36% New 128,302 $30.8M
Dorsey & Whitney Trust CO LLC 1.69% Add +0.7% 127,917 $30.7M
First Foundation Advisors 1.15% Reduce -3.3% 127,447 $30.6M
TruWealth Advisors, LLC 1.83% Reduce -2.1% 126,908 $30.4M
Bridgeway Capital Management, LLC 0.68% Reduce -12.9% 126,566 $30.3M
Meiji Yasuda Life Insurance Co 0.57% Reduce -0.5% 126,297 $30.3M
Nemes Rush Group LLC 3.74% Add +2.3% 126,045 $30.2M
Empowered Funds, LLC 0.44% Add +13.4% 125,938 $30.2M
Narwhal Capital Management 2.66% Reduce -5.9% 125,770 $30.1M
Banque Transatlantique SA 0.77% — 230,847 $30.1M
Choate Investment Advisors 0.72% Add +11.3% 125,712 $30.1M
Verity & Verity, LLC 2.75% Add +10.5% 125,567 $30.1M
Bourgeon Capital Management LLC 5.72% Reduce -1.7% 125,520 $30.1M
HBK Sorce Advisory LLC 0.91% Add +1.8% 125,193 $30.0M
First American Bank 2.11% Add +3.2% 125,116 $30.0M
F/m Investments LLC 1.10% Add +22.2% 124,828 $29.9M
LBP Am SA 0.40% Reduce -37.5% 124,797 $29.9M
Osborne Partners Capital Management, LLC 1.73% Reduce -2.5% 124,783 $29.9M
Evergreen Capital Management LLC 0.97% Add +0.2% 124,645 $29.9M
Resources Management Corp. /CT/ 4.07% Reduce -0.8% 124,306 $29.8M
Meiji Yasuda Asset Management Co Ltd. 1.13% Add +2.7% 124,257 $29.8M
Cadinha & Co. LLC 4.94% New 124,173 $29.8M
Cercano Management LLC 0.76% Add +4997.6% 124,024 $29.7M
KMG Fiduciary Partners, LLC 2.45% Add +0.1% 123,413 $29.6M
Foster Dykema Cabot & Partners, LLC 2.30% Reduce -1.5% 123,300 $29.6M
First Long Island Investors, LLC 2.34% Add +0.1% 122,663 $29.4M
Bollard Group LLC 0.81% Reduce -16.4% 122,454 $29.4M
Kingsview Wealth Management, LLC 0.57% Add +3.6% 122,378 $29.3M
Arvest Bank Trust Division 1.77% Reduce -2.4% 122,310 $29.3M
Shufro Rose & Co. LLC 2.28% Reduce -2.0% 121,869 $29.2M
Premier Fund Managers Ltd 1.01% Add +27.6% 118,307 $28.3M
Culbertson A N & Co. Inc. 4.49% Reduce -1.6% 117,847 $28.2M
Janney Capital Management LLC 1.87% Reduce -17.2% 117,740 $28.2M
Rempart Asset Management Inc. 5.60% Reduce -4.3% 117,486 $28.2M
Adell Harriman & Carpenter Inc. 1.95% Add +0.4% 117,092 $28.1M
ARS Wealth Advisors Group, LLC 3.84% Reduce -2.1% 116,333 $27.9M
Baltimore-Washington Financial Advisors, Inc. 1.45% Add +2.5% 116,316 $27.9M
Wolverine Trading, LLC 0.63% Add +2018.3% 116,423 $27.9M
Absher Wealth Management, LLC 3.63% Reduce -10.6% 115,790 $27.8M
Congress Asset Management Co. 0.19% Add +15.9% 114,865 $27.5M
Fred Alger Management, LLC 0.13% Add +2.6% 114,633 $27.5M
Private Capital Management, LLC 2.92% Reduce -0.9% 114,003 $27.3M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 3.30% Add +4502.2% 113,675 $27.2M
Sonora Investment Management Group, LLC 2.11% Add +1.3% 113,646 $27.2M
Drexel Morgan & Co. 5.62% No change 113,589 $27.2M
Stillwater Capital Advisors, LLC 3.33% Add +0.3% 112,410 $26.9M
Cantor Fitzgerald Investment Advisors L.P. 1.87% Reduce -0.5% 112,410 $26.9M
Brown Brothers Harriman & Co. 0.19% Add +6.2% 111,870 $26.8M
Dupont Capital Management Corp. 2.49% No change 111,410 $26.7M
Manitou Investment Management Ltd. 5.27% Reduce -20.6% 111,309 $26.7M
Logan Capital Management Inc. 1.12% Reduce -0.9% 111,286 $26.7M
ProVise Management Group, LLC 2.29% Reduce -6.2% 111,253 $26.7M
Edmond DE Rothschild Holding S.A. 0.46% Add +25.6% 111,210 $26.7M
Burney Co./ 0.94% Add +376.6% 110,499 $26.5M
Smith Group Asset Management, LLC 1.95% Add +1.3% 110,497 $26.5M
Avity Investment Management Inc. 2.08% Reduce -3.6% 110,470 $26.5M
Clear Harbor Asset Management, LLC 2.13% Reduce -5.5% 110,412 $26.5M
Rbo & Co. LLC 4.31% Reduce -0.9% 110,372 $26.5M
Rothschild Capital Partners, LLC 6.41% Add +5.1% 110,243 $26.4M
J.P. Marvel Investment Advisors, LLC 4.36% Reduce -0.4% 110,193 $26.4M
Dearborn Partners LLC 1.11% Reduce -0.1% 110,173 $26.4M
Vident Advisory, LLC 0.46% Add +1.5% 110,104 $26.4M
Colonial Trust Advisors 2.33% Reduce -2.1% 109,870 $26.3M
Texas Yale Capital Corp. 1.06% Add +0.1% 109,558 $26.3M
Azimuth Capital Investment Management LLC 1.02% Reduce -2.6% 109,307 $26.2M
Transform Wealth, LLC 1.45% Add +12.8% 109,013 $26.1M
Easterly Investment Partners LLC 2.05% Reduce -6.1% 108,981 $26.1M
South Dakota Investment Council 0.52% Reduce -0.3% 108,928 $26.1M
Edge Capital Group, LLC 1.16% Add +1.1% 108,854 $26.1M
Kodai Capital Management LP 1.07% New 108,413 $26.0M
Freestone Capital Holdings, LLC 0.90% Reduce -0.1% 108,130 $25.9M
Callahan Advisors, LLC 2.44% Reduce -6.6% 108,115 $25.9M
Linscomb Wealth, Inc. 1.29% Reduce -0.1% 107,809 $25.8M
B. Riley Wealth Advisors, Inc. 0.84% Reduce -10.5% 107,394 $25.7M
CWA Asset Management Group, LLC 1.30% Add +11.9% 107,146 $25.7M
SS&H Financial Advisors, Inc. 9.30% No change 106,532 $25.5M
Anderson Hoagland & Co. 2.63% Reduce -1.6% 98,515 $25.5M
Strategic Wealth Investment Group, LLC 1.41% Add +15.9% 117,863 $25.5M
Cary Street Partners Financial LLC 0.82% — 105,978 $25.4M
Sit Investment Associates Inc. 0.58% Reduce -14.6% 105,802 $25.4M
Grassi Investment Management 2.16% Reduce -0.8% 105,585 $25.3M
ArrowMark Colorado Holdings LLC 0.34% No change 105,471 $25.3M
Kornitzer Capital Management Inc. 0.50% Add +2.1% 105,297 $25.2M
Longbow Finance SA 2.75% Reduce -3.7% 104,964 $25.2M
Concurrent Investment Advisors, LLC 0.68% Add +12.6% 104,610 $25.1M
Composition Wealth, LLC 0.51% Add +57.3% 104,595 $25.1M
Dixon Mitchell Investment Counsel Inc. 1.16% Reduce -27.9% 104,530 $25.1M
New Age Alpha Advisors, LLC 1.01% Add +81509.4% 104,460 $25.0M
Sumitomo Life Insurance Co. 0.47% Reduce -3.7% 104,387 $25.0M
Harvest Portfolios Group Inc. 0.83% Reduce -5.1% 104,312 $25.0M
OVERSEA-CHINESE BANKING Corp Ltd 0.71% Reduce -11.2% 104,024 $25.0M
Birch Hill Investment Advisors LLC 1.15% Reduce -1.3% 103,616 $24.8M
Mutual Advisors, LLC 0.72% Reduce -7.8% 97,621 $24.8M
Pallas Capital Advisors LLC 1.06% Reduce -2.9% 103,303 $24.8M
W.G. Shaheen & Associates DBA Whitney & Co 2.59% Reduce -0.9% 102,715 $24.6M
Old National Bancorp 0.58% Reduce -3.1% 102,402 $24.5M
Sumitomo Mitsui Financial Group, Inc. 0.33% Add +7.7% 102,230 $24.5M
Trust Co. of Toledo NA 3.20% Add +0.1% 101,897 $24.4M
Cullen Investment Group, LTD. 3.59% Add +0.3% 101,499 $24.3M
RWQ Financial Management Services, Inc. 9.51% Add +18.7% 101,369 $24.3M
United Bank 2.89% Reduce -0.5% 101,117 $24.2M
Cohen Capital Management, Inc. 4.03% Reduce -1.0% 100,858 $24.2M
Empirical Finance, LLC 1.38% Reduce -1.4% 99,845 $23.9M
Thoroughbred Financial Services, LLC 1.46% Add +1.2% 99,762 $23.9M
Webster Bank, N. A. 2.56% Reduce -1.6% 99,444 $23.8M
Level Four Advisory Services, LLC 0.97% Add +0.5% 99,025 $23.7M
Washington Trust Bank 2.26% Reduce -6.3% 98,214 $23.5M
Tritonpoint Wealth, LLC 2.13% Reduce -2.6% 97,975 $23.5M
Thompson Siegel & Walmsley LLC 0.37% Add +0.7% 97,925 $23.5M
Fifth Third Wealth Advisors LLC 1.27% Add +8.4% 97,908 $23.5M
Yarbrough Capital, LLC 0.90% No change 97,875 $23.5M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 2.75% Reduce -5.6% 97,253 $23.3M
Cidel Asset Management Inc. 1.57% Reduce -1.0% 97,247 $23.3M
Fort Sheridan Advisors LLC 3.39% Add +0.9% 96,781 $23.2M
Hamilton Capital Partners Inc. 1.73% Add +12.3% 96,735 $23.2M
Assenagon Asset Management S.A. 0.04% Reduce -2.5% 96,355 $23.1M
Talbot Financial, LLC 2.74% Reduce -0.4% 96,049 $23.0M
Guardian Partners Inc. 2.34% — 94,615 $23.0M
Merit Financial Group, LLC 0.41% Add +39.9% 95,629 $22.9M
Grand Jean Capital Management Inc. 5.32% Reduce -0.3% 95,627 $22.9M
Shelton Capital Management 0.57% Reduce -6.8% 95,623 $22.9M
Albion Financial Group 1.57% Reduce -0.7% 95,568 $22.9M
Oak Harvest Investment Services 3.19% Reduce -4.4% 95,487 $22.9M
CSM Advisors, LLC 1.07% Reduce -2.6% 95,277 $22.8M
Bragg Financial Advisors, Inc 0.92% Reduce -3.2% 95,197 $22.8M
Spire Wealth Management 0.71% Add +1.0% 95,060 $22.8M
Courant Investment Management LLC 19.25% Reduce -13.4% 94,897 $22.7M
Motco 2.33% Reduce -3.3% 94,679 $22.7M
Forbes J M & Co. LLP 2.18% Reduce -16.9% 94,535 $22.7M
TD Private Client Wealth LLC 0.63% Reduce -0.2% 94,387 $22.6M
Summit Financial, LLC 0.79% Add +8.2% 94,276 $22.6M
Rice Partnership, LLC 4.29% Add +2.8% 94,046 $22.5M
Leavell Investment Management, Inc. 1.10% Add +1.0% 93,903 $22.5M
Baldwin Wealth Partners LLC 1.55% Add +3.8% 93,805 $22.5M
Rossmore Private Capital 2.77% Add +0.3% 93,523 $22.4M
Northwest & Ethical Investments L.P. 0.61% Add +28.7% 93,441 $22.4M
Mgo One Seven LLC 0.86% Add +6.2% 93,292 $22.4M
GHP Investment Advisors, Inc. 1.04% Add +0.1% 92,756 $22.2M
Fiduciary Group, LLC 2.23% Reduce -2.0% 92,703 $22.2M
Cabot Wealth Management Inc. 2.82% Reduce -4.0% 92,697 $22.2M
JGP Wealth Management, LLC 2.86% Add +0.7% 92,387 $22.1M
Canandaigua National Bank & Trust Co. 2.18% Reduce -1.4% 92,213 $22.1M
AIA Group Ltd 0.53% Add +21.3% 92,027 $22.1M
TCV Trust & Wealth Management, Inc. 2.04% Reduce -3.2% 91,950 $22.0M
J. Safra Sarasin Holding AG 0.37% Add +48.5% 91,803 $22.0M
Canada Post Corp Registered Pension Plan 1.29% — 91,367 $21.9M
Beese Fulmer Investment Management, Inc. 1.86% Reduce -1.2% 90,958 $21.8M
First Merchants Corp. 0.84% Reduce -1.1% 90,931 $21.8M
Independence Bank of Kentucky 3.35% Add +77.0% 90,862 $21.8M
Coldstream Capital Management Inc. 0.46% Add +0.5% 90,855 $21.8M
Ballentine Partners, LLC 0.37% Add +4.5% 90,763 $21.8M
GAMMA Investing LLC 1.85% Add +11.0% 90,733 $21.7M
GAM Holding AG 1.62% Add +9.3% 90,711 $21.7M
Barlow Wealth Partners, LLC 2.75% Add +8.6% 86,009 $21.7M
Lyell Wealth Management, LP 1.94% Add +0.2% 90,055 $21.6M
Cincinnati Financial Corp. 0.47% No change 90,000 $21.6M
Procyon Advisors, LLC 1.38% Add +0.9% 89,933 $21.6M
Summit Trail Advisors, LLC 0.79% Add +13.8% 89,722 $21.5M
Alberta Investment Management Corp 0.15% Add +229.8% 89,720 $21.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.62% Reduce -0.1% 89,513 $21.5M
Northwestern Mutual Investment Management Company, LLC 0.47% Reduce -0.9% 89,390 $21.4M
Edge Wealth Management LLC 4.34% Reduce -1.4% 89,382 $21.4M
Vantage Wealth 4.61% Reduce -0.6% 89,263 $21.4M
Phoenix Financial Ltd. 0.29% Reduce -9.8% 88,637 $21.2M
Laird Norton Wetherby Wealth Management, LLC 1.02% Reduce -3.6% 88,488 $21.2M
Global Retirement Partners, LLC 0.61% Add +23.0% 88,252 $21.2M
Biondo Investment Advisors, LLC 2.91% Reduce -1.9% 88,146 $21.1M
Marex Group Ltd 0.36% Add +105.3% 88,099 $21.1M
German American Bancorp, Inc. 2.21% Add +1.7% 88,056 $21.1M
Bleakley Financial Group, LLC 0.63% Add +0.1% 87,727 $21.0M
Harbour Trust & Investment Management Co 2.39% Add +0.0% 87,540 $21.0M
Temasek Holdings (Private) Ltd 0.08% No change 87,431 $21.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.18% Reduce -2.1% 78,659 $20.9M
Westchester Capital Management, Inc. 5.20% Reduce -3.8% 86,281 $20.7M
Dynamic Advisor Solutions LLC 0.89% Reduce -8.1% 86,119 $20.6M
Montag A & Associates Inc. 0.98% Reduce -1.6% 85,927 $20.6M
Bar Harbor Wealth Management 1.35% Add +1.1% 85,886 $20.6M
Sand Hill Global Advisors, LLC 0.87% Reduce -2.7% 85,676 $20.5M
Hilltop Holdings Inc. 1.30% Add +1.2% 85,621 $20.5M
Arkadios Wealth Advisors 1.12% Add +6.1% 85,609 $20.5M
Brookstone Capital Management 0.30% Reduce -4.4% 85,357 $20.5M
Nixon Peabody Trust Co. 1.69% Add +1.1% 85,354 $20.5M
Peak Asset Management, LLC 3.78% Reduce -2.6% 85,344 $20.5M
CCM Investment Advisers LLC 2.26% Reduce -1.8% 85,255 $20.4M
Ledyard National Bank 1.92% Reduce -5.1% 85,088 $20.4M
Wedbush Securities Inc. 0.72% Reduce -2.0% 84,763 $20.3M
Farmers Trust Co. 3.79% Reduce -1.6% 84,724 $20.3M
Allstate Corp. 0.60% Add +3259.6% 84,629 $20.3M
Courier Capital LLC 1.40% Reduce -7.7% 84,598 $20.3M
First Financial Bank - Trust Division 1.89% Reduce -1.7% 84,559 $20.3M
Sienna Gestion 1.37% No change 84,491 $20.3M
Mizuho Markets Americas LLC 0.39% New 84,448 $20.2M
NewSquare Capital LLC 1.62% Add +2.4% 85,117 $20.2M
Folger Nolan Fleming Douglas Capital Management, Inc. 2.12% Reduce -5.8% 84,226 $20.2M
Middleton & Co. Inc. 2.23% Reduce -1.6% 84,061 $20.2M
Dnca Finance 1.60% Add +2.6% 83,866 $20.1M
Chicago Partners Investment Group LLC 0.67% Reduce -0.9% 82,549 $20.1M
Woodmont Investment Counsel LLC 1.48% Reduce -1.0% 83,692 $20.1M
Cullinan Associates Inc. 1.28% Reduce -9.5% 83,142 $19.9M
MainStreet Investment Advisors LLC 2.79% Reduce -2.6% 83,024 $19.9M
Ashton Thomas Private Wealth, LLC 0.77% Add +8.4% 83,013 $19.9M
Forum Financial Management, LP 0.33% Add +3.5% 82,979 $19.9M
Aviance Capital Partners, LLC 2.74% Reduce -1.0% 82,665 $19.8M
Beach Investment Counsel Inc. 2.67% Reduce -11.0% 82,391 $19.8M
Essential Planning, LLC. 0.13% Add +5832.1% 84,888 $19.7M
Gladstone Institutional Advisory LLC 0.91% Add +1.4% 82,231 $19.7M
Novare Capital Management LLC 1.64% Reduce -2.0% 81,434 $19.5M
Tokio Marine Asset Management Co. Ltd. 0.69% Add +3.0% 81,401 $19.5M
Means Investment Co., Inc. 2.03% Reduce -1.0% 81,220 $19.5M
Allen Mooney & Barnes Investment Advisors LLC 3.27% Reduce -2.9% 80,940 $19.4M
Palisade Asset Management, LLC 1.97% Reduce -0.4% 80,923 $19.4M
United Asset Strategies, Inc. 1.78% Reduce -0.7% 80,851 $19.4M
Verdence Capital Advisors LLC 1.55% Reduce -2.8% 80,639 $19.3M
Mission Wealth Management, LP 0.46% Add +0.2% 80,213 $19.2M
King Wealth Management Group 2.80% Add +3.5% 80,202 $19.2M
WoodTrust Financial Corp 2.70% Reduce -0.1% 80,050 $19.2M
Tufton Capital Management 3.63% Reduce -0.8% 80,030 $19.2M
Archon Partners LLC 2.23% No change 80,000 $19.2M
General American Investors Co. Inc. 1.37% No change 80,000 $19.2M
GDS Wealth Management 1.74% Add +3.2% 79,875 $19.1M
Whitener Capital Management, Inc. 5.36% Reduce -0.7% 79,837 $19.1M
Caprock Group, LLC 0.63% Add +3.8% 79,803 $19.1M
Torray Investment Partners LLC 2.72% Reduce -9.3% 79,093 $19.0M
Siemens Fonds Invest GmbH 1.98% Add +5.5% 79,120 $18.9M
Boston Financial Mangement LLC 0.57% Add +1.3% 78,707 $18.9M
Integrated Advisors Network LLC 0.90% Reduce -2.0% 78,531 $18.8M
Wealthspire Advisors, LLC 0.19% Add +2.1% 78,508 $18.8M
Baxter Bros Inc. 2.46% Reduce -2.3% 78,407 $18.8M
James Investment Research, Inc. 2.23% Reduce -2.1% 78,285 $18.8M
FourThought Financial Partners, LLC 1.94% Reduce -1.6% 77,983 $18.7M
Advisors Asset Management, Inc. 0.34% Add +0.9% 77,538 $18.6M
Twinbeech Capital LP 0.32% Add +244.8% 77,314 $18.5M
Principal Securities, Inc. 0.42% Add +5.7% 77,193 $18.5M
Ritholtz Wealth Management 0.54% Add +5.5% 77,147 $18.5M
Tompkins Financial Corp. 1.71% Reduce -0.2% 76,572 $18.4M
NatWest Group plc 5.41% Reduce -3.2% 76,324 $18.3M
Interval Partners, LP 0.47% New 76,152 $18.3M
Signaturefd, LLC 0.35% Add +2.8% 75,949 $18.2M
Community Bank, N.A. 2.33% Reduce -2.0% 75,821 $18.2M
Core Alternative Capital 3.79% Reduce -7.2% 75,566 $18.1M
North Star Asset Management Inc. 0.80% Reduce -1.7% 75,245 $18.0M
Alerus Financial NA 1.38% Reduce -34.4% 75,151 $18.0M
Stockman Wealth Management, Inc. 2.82% Reduce -1.1% 75,100 $18.0M
Voleon Capital Management LP 1.34% — 75,087 $18.0M
GLOBALT Investments LLC / GA 0.69% Reduce -1.5% 74,742 $17.9M
Diversified Trust Co. 0.44% Add +1.8% 74,631 $17.9M
Burns J W & Co. Inc. 2.28% Reduce -2.4% 74,622 $17.9M
Regal Partners Ltd 1.81% Reduce -34.5% 74,593 $17.9M
Circle Wealth Management, LLC 0.38% Reduce -0.8% 74,575 $17.9M
Pictet North America Advisors SA 1.69% Reduce -8.5% 74,135 $17.8M
Alpine Woods Capital Investors, LLC 3.36% Add +3.5% 73,997 $17.7M
Sterling Capital Management LLC 0.24% Reduce -12.5% 73,257 $17.6M
BTC Capital Management, Inc. 1.63% Reduce -6.7% 73,274 $17.6M
Altrafin AG 6.08% Reduce -1.2% 73,195 $17.5M
JB Capital LLC 0.98% Add +1.7% 73,091 $17.5M
SlateStone Wealth, LLC 1.72% Add +1.6% 73,032 $17.5M
Heritage Trust Co 2.06% — 72,881 $17.5M
Iowa State Bank 3.63% Reduce -0.6% 72,877 $17.5M
Caisse Des Depots Et Consignations 0.86% — 72,753 $17.4M
Cohen Klingenstein LLC 0.60% No change 72,700 $17.4M
Gotham Asset Management 0.16% Add +1.2% 72,523 $17.4M
Leith Wheeler Investment Counsel Ltd. 1.26% Add +3.9% 72,521 $17.4M
Orange Investment Advisors, Inc. 1.97% Reduce -6.7% 72,508 $17.4M
Sowell Financial Services LLC 0.91% Reduce -3.1% 72,331 $17.3M
BDF-Gestion 1.78% New 72,211 $17.3M
Legacy Private Trust Co. 1.13% Add +3.2% 72,206 $17.3M
Connors Investor Services Inc. 1.61% Add +3.8% 71,723 $17.2M
Praxis Investment Management Inc. 1.12% Reduce -14.4% 71,665 $17.2M
Caldwell Trust Co 1.79% Reduce -1.1% 71,528 $17.1M
Hollencrest Capital Management 0.69% Reduce -0.2% 71,526 $17.1M
Woodley Farra Manion Portfolio Management Inc. 0.85% Add +4.4% 71,289 $17.1M
Richard C. Young & CO., LTD. 1.86% Add +36.1% 71,250 $17.1M
1ST Source Bank 0.98% Reduce -1.6% 71,194 $17.1M
Sigma Planning Corp 0.53% Reduce -0.1% 70,958 $17.0M
Cyndeo Wealth Partners, LLC 1.15% Add +2.5% 70,920 $17.0M
Cape Cod Five Cents Savings Bank 1.50% No change 80,099 $16.9M
First American Trust, FSB 1.69% Reduce -34.1% 70,427 $16.9M
Strategy Asset Managers LLC 3.27% Reduce -1.4% 70,313 $16.9M
Woodstock Corp. 1.62% Reduce -1.1% 70,207 $16.8M
PFG Investments, LLC 1.04% Reduce -0.2% 69,987 $16.8M
Eagle Ridge Investment Management 1.46% Add +1.0% 69,862 $16.7M
Winslow Asset Management Inc. 3.33% Reduce -4.0% 69,747 $16.7M
Transcend Capital Advisors, LLC 1.21% Reduce -12.6% 69,719 $16.7M
Red Door Wealth Management, LLC 2.56% Add +7.4% 69,670 $16.7M
Allied Investment Advisors, LLC 3.36% Reduce -4.0% 69,510 $16.7M
Lombard Odier Asset Management (Switzerland) SA 1.24% Reduce -0.5% 69,408 $16.6M
Cypress Capital Group 2.04% Reduce -1.9% 69,404 $16.6M
Avitas Wealth Management LLC 2.29% Add +0.6% 69,127 $16.6M
Copeland Capital Management, LLC 0.31% Reduce -13.4% 68,809 $16.5M
Banque Pictet & Cie SA 0.16% Add +80.0% 68,798 $16.5M
Artemis Investment Management LLP 0.23% No change 68,791 $16.5M
Spinnaker Trust 1.04% Reduce -0.6% 68,603 $16.4M
Pettyjohn, Wood & White, Inc. 3.01% Add +0.1% 68,520 $16.4M
Strategic Wealth Partners, Ltd. 1.36% Add +13.7% 59,329 $16.4M
Zuckerman Investment Group, LLC 1.57% Add +1.2% 61,301 $16.4M
Essex Financial Services, Inc. 1.16% Add +2.4% 68,188 $16.3M
Greenwood Gearhart LLC 1.13% Add +5.0% 68,098 $16.3M
Clarity Financial LLC 1.95% Reduce -1.9% 68,046 $16.3M
Eagle Rock Investment Company, LLC 2.71% Reduce -0.7% 68,016 $16.3M
Westpac Banking Corp. 1.07% Reduce -0.6% 67,292 $16.1M
Buffington Mohr McNeal 2.67% Reduce -1.1% 67,168 $16.1M
Teamwork Financial Advisors, LLC 2.10% Add +3.5% 67,110 $16.1M
Haverford Financial Services, Inc. 4.90% Add +0.3% 67,079 $16.1M
Meeder Advisory Services, Inc. 1.00% Add +0.4% 67,066 $16.1M
Intellus Advisors LLC 2.78% — 67,001 $16.1M
Barbara Oil Co. 6.66% Add +0.8% 67,500 $16.1M
Wellington Shields Capital Management, LLC 2.84% Add +0.7% 66,963 $16.1M
JCIC Asset Management Inc. 6.50% Add +1.6% 66,946 $16.0M
Country Club Bank 1.07% Add +0.8% 67,035 $16.0M
DSG Capital Advisors, LLC 2.90% — 66,838 $16.0M
Bank of Nova Scotia Trust Co. 1.69% Reduce -1.9% 66,833 $16.0M
Naples Global Advisors, LLC 1.50% Reduce -0.7% 66,675 $16.0M
Focus Partners Advisor Solutions, LLC 0.27% Add +34.0% 66,209 $15.9M
Shell Asset Management Co. 0.69% Add +0.3% 66,164 $15.9M
Mitchell Capital Management Co. 2.78% Add +6.9% 66,123 $15.9M
River Wealth Advisors LLC 2.09% Add +2.8% 65,790 $15.8M
Matthew 25 Management Corp 5.00% No change 65,750 $15.8M
Johnson Financial Group, Inc. 0.74% Reduce -8.1% 58,751 $15.7M
Camden National Bank 2.35% Reduce -2.4% 65,458 $15.7M
SFE Investment Counsel 3.33% Reduce -1.8% 65,433 $15.7M
Nicolet Advisory Services, LLC 1.44% Reduce -0.2% 65,307 $15.7M
Farmers National Bank 4.56% — 65,249 $15.6M
PEAK6 LLC 0.61% — 65,146 $15.6M
Telos Capital Management, Inc. 1.66% Reduce -14.0% 64,830 $15.5M
U.S. Capital Wealth Advisors, LLC 0.48% Reduce -13.9% 64,808 $15.5M
Griffin Asset Management, Inc. 1.82% Reduce -4.3% 64,638 $15.5M
Princeton Global Asset Management LLC 2.89% Add +1.0% 64,411 $15.4M
Fagan Associates, Inc. 2.44% Add +0.8% 64,183 $15.4M
Wells Trecaso Financial Group, LLC 5.01% Reduce -1.0% 63,973 $15.3M
One Capital Management, LLC 0.51% Reduce -7.4% 63,675 $15.3M
Nations Financial Group Inc, /Ia/ 1.12% Add +2.7% 63,661 $15.3M
Valicenti Advisory Services Inc. 3.78% Reduce -5.6% 63,380 $15.2M
Simmons Bank 1.11% Reduce -2.9% 63,243 $15.2M
Buckley Wealth Management, LLC 4.64% Reduce -1.0% 63,187 $15.1M
First National Advisers, LLC 2.45% Reduce -0.1% 63,151 $15.1M
Ascent Group, LLC 1.13% Add +6.4% 62,888 $15.1M
Forvis Mazars Wealth Advisors, LLC 0.35% Reduce -2.1% 62,829 $15.1M
K.J. Harrison & Partners Inc 2.36% Reduce -1.1% 62,591 $15.0M
Sara-Bay Financial 5.57% New 62,764 $15.0M
Sound View Wealth Advisors Group, LLC 1.21% Reduce -1.7% 62,640 $15.0M
Roundview Capital LLC 1.04% Add +2.0% 62,410 $15.0M
Moneta Group Investment Advisors LLC 0.21% Add +2.4% 62,350 $14.9M
Schnieders Capital Management LLC 2.98% Reduce -6.5% 62,348 $14.9M
Cornerstone Wealth Group, LLC 1.22% Add +2.9% 62,192 $14.9M
Sagespring Wealth Partners, LLC 0.39% — 61,943 $14.8M
Compound Planning, Inc. 0.75% Add +12.7% 61,791 $14.8M
Stratos Wealth Advisors, LLC 0.71% Reduce -3.7% 61,651 $14.8M
WealthBridge Investment Counsel Inc. 5.42% Reduce -0.6% 61,586 $14.8M
Pettee Investors, Inc. 7.49% Reduce -0.1% 61,537 $14.8M
Foster & Motley Inc. 0.96% Add +0.4% 61,526 $14.7M
Carmel Capital Management L.L.C. 5.56% Reduce -0.3% 61,447 $14.7M
NJ State Employees Deferred Compensation Plan 1.78% No change 61,000 $14.6M
Cypress Asset Management Inc. 3.63% Reduce -2.3% 59,529 $14.6M
Morningstar Investment Services LLC 1.33% Reduce -89.4% 60,890 $14.6M
Fidelis Capital Partners, LLC 1.46% Add +29.8% 54,684 $14.6M
Vantage Investment Partners, LLC 1.27% Reduce -10.1% 60,715 $14.6M
Laffer Tengler Investments, Inc. 3.52% Add +13.5% 60,704 $14.6M
Burling Wealth Partners, LLC 2.96% — 60,562 $14.5M
Knights of Columbus Asset Advisors LLC 0.96% Add +3.0% 60,385 $14.5M
Willis Investment Counsel 0.95% Reduce -0.1% 60,341 $14.5M
Harbor Capital Advisors, Inc. 0.63% Add +2.4% 60,290 $14.5M
Journey Advisory Group, LLC 1.73% No change 71,177 $14.4M
Ar Asset Management Inc. 3.30% Reduce -6.1% 60,046 $14.4M
Invictus Private Wealth, LLC 1.09% Reduce -1.1% 59,972 $14.4M
Equitable Trust Co. 0.80% Add +2.3% 59,893 $14.4M
Laurel Wealth Advisors LLC 2.23% Reduce -0.8% 59,609 $14.3M
Twin Capital Management Inc. 1.56% Reduce -9.2% 59,524 $14.3M
Greystone Financial Group, LLC 2.47% Add +0.5% 59,307 $14.2M
Stolper Co 4.70% Reduce -1.9% 58,840 $14.1M
Plato Investment Management Ltd 1.04% Add +3.8% 58,607 $14.1M
EFG Asset Management (Americas) Corp. 2.74% Add +20.1% 58,760 $14.1M
Traynor Capital Management, Inc. 1.09% Add +24.9% 58,748 $14.1M
DORCHESTER WEALTH MANAGEMENT Co 2.81% Reduce -0.9% 58,741 $14.1M
Hills Bank & Trust Co 1.06% Reduce -1.3% 58,702 $14.1M
CPC Advisors, LLC 1.91% Add +1.7% 58,608 $14.0M
DRW Securities, LLC 0.95% Add +56.4% 58,583 $14.0M
Visionary Wealth Advisors 0.82% Reduce -2.9% 58,534 $14.0M
Bank of Hawaii 0.77% Reduce -0.5% 58,373 $14.0M
TrinityBridge Ltd 0.39% No change 58,116 $13.9M
Radnor Capital Management, LLC 2.33% Reduce -8.6% 58,107 $13.9M
Geneos Wealth Management Inc. 0.49% Reduce -1.3% 57,993 $13.9M
Dividend Assets Capital, LLC 2.69% Add +0.5% 57,791 $13.9M
J.W. Cole Advisors, Inc. 0.56% Add +3.9% 57,740 $13.8M
one8zero8, LLC 2.98% — 57,739 $13.8M
Addenda Capital Inc. 0.49% Add +9.4% 57,494 $13.8M
Punch & Associates Investment Management, Inc. 0.76% Reduce -1.3% 57,370 $13.8M
Cyrus J. Lawrence, LLC 2.66% Reduce -0.2% 57,348 $13.7M
Meridian Wealth Advisors, LLC 2.27% Reduce -0.7% 57,323 $13.7M
Keystone Financial Group 1.36% Add +139.1% 52,772 $13.7M
Lynch & Associates 2.98% Reduce -1.2% 57,274 $13.7M
Venator Management LLC 3.95% Reduce -0.4% 57,245 $13.7M
SRH Advisors, LLC 4.07% Reduce -0.0% 57,220 $13.7M
Perennial Advisors, LLC 2.98% — 57,169 $13.7M
IHT Wealth Management, LLC 0.44% Reduce -15.9% 57,003 $13.7M
Mengis Capital Management, Inc. 2.81% Reduce -0.6% 56,995 $13.7M
Independent Investors Inc. 2.70% No change 56,934 $13.6M
Spectrum Wealth Counsel, LLC 1.60% Reduce -0.5% 56,927 $13.6M
Cardinal Capital Management 2.13% Reduce -1.6% 56,550 $13.6M
Quest Investment Management LLC 1.57% Reduce -5.9% 56,507 $13.5M
Frank, Rimerman Advisors LLC 0.98% Add +1.1% 56,343 $13.5M
Next Level Private LLC 5.43% Reduce -0.0% 56,194 $13.5M
Community Bank of Raymore 10.58% Reduce -7.1% 56,120 $13.5M
Nwi Management LP 1.06% Reduce -3.5% 56,000 $13.4M
EagleClaw Capital Managment, LLC 2.13% Add +3.5% 55,951 $13.4M
Cadence Bank 0.91% Reduce -1.1% 55,860 $13.4M
Chicago Capital, LLC 0.35% Reduce -6.4% 55,724 $13.4M
Harbor Investment Advisory, LLC 1.24% Add +1.1% 69,288 $13.3M
Pine Valley Investments Ltd Liability Co 0.87% Reduce -4.9% 55,399 $13.3M
Capital Analysts, LLC 0.53% Reduce -2.3% 55,350 $13.3M
Ethic Inc. 0.27% Add +65.3% 55,349 $13.3M
Annex Advisory Services, LLC 0.40% Add +7.7% 55,141 $13.2M
Raiffeisen Bank International AG 0.20% — 55,208 $13.2M
Capstone Financial Advisors, Inc. 0.81% Add +1.3% 54,957 $13.2M
Shorepoint Capital Partners LLC 3.01% Reduce -3.0% 54,938 $13.2M
Hoertkorn Richard Charles 5.41% Reduce -2.4% 54,857 $13.1M
Royal Fund Management, LLC 1.43% Reduce -7.7% 54,410 $13.1M
Mirador Capital Partners LP 2.38% Add +0.5% 54,777 $13.1M
Danica Pension, Livsforsikringsaktieselskab 0.25% Add +60.4% 54,748 $13.1M
Boyar Asset Management Inc. 8.64% Reduce -2.4% 54,633 $13.1M
ING Groep NV 0.09% Reduce -23.5% 54,520 $13.1M
Jamison Private Wealth Management, Inc. 1.92% Add +2.6% 54,381 $13.0M
SevenBridge Financial Group, LLC 2.46% Add +1.2% 47,362 $13.0M
Beverly Hills Private Wealth, LLC 2.65% Add +17.9% 54,315 $13.0M
Magnus Financial Group LLC 1.26% Add +9.6% 54,094 $13.0M
Meritage Portfolio Management 0.80% Reduce -1.8% 53,999 $12.9M
Pittenger & Anderson Inc. 0.47% Reduce -0.8% 53,849 $12.9M
SteelPeak Wealth, LLC 0.54% Reduce -21.2% 53,796 $12.9M
Hartford Financial Management Inc. 2.64% Reduce -0.7% 53,784 $12.9M
Douglass Winthrop Advisors, LLC 0.25% Reduce -0.5% 53,680 $12.9M
Western Wealth Management, LLC 0.69% Add +3.3% 53,621 $12.9M
Colonial Trust Co / SC 1.91% Add +3.2% 53,505 $12.8M
Sigma Investment Counselors Inc. 0.75% Reduce -5.0% 53,438 $12.8M
Clough Capital Partners L P 1.47% Reduce -5.0% 53,400 $12.8M
Fulton Bank, N.A. 0.49% Reduce -2.7% 53,314 $12.8M
Avantax Planning Partners, Inc. 0.46% Add +2.9% 53,274 $12.8M
Harrell Investment Partners, LLC 3.56% Reduce -5.6% 53,173 $12.7M
Picton Mahoney Asset Management 0.48% Reduce -0.8% 53,080 $12.7M
NorthRock Partners, LLC 0.41% Add +3.2% 60,661 $12.7M
Vestcor Inc 0.42% Reduce -4.6% 53,011 $12.7M
AMG National Trust Bank 0.35% Reduce -2.0% 52,892 $12.7M
Two Sigma Advisers, LP 0.03% New 52,800 $12.7M
NBW Capital LLC 2.34% Reduce -0.9% 52,774 $12.7M
Wealthcare Advisory Partners LLC 0.35% Reduce -3.1% 52,520 $12.6M
Inlet Private Wealth, LLC 3.32% Reduce -2.4% 52,349 $12.5M
Family Capital Trust Co 4.24% Reduce -3.5% 52,247 $12.5M
Goelzer Investment Management, Inc. 0.73% Reduce -0.5% 52,185 $12.5M
Xcel Wealth Management, LLC 3.49% Reduce -1.9% 52,183 $12.5M
Miramar Capital, LLC 2.98% Add +0.0% 52,078 $12.5M
Live Oak Private Wealth LLC 2.10% Reduce -2.2% 52,043 $12.5M
Baker Ellis Asset Management LLC 1.83% Reduce -0.2% 51,870 $12.4M
Patton Albertson Miller Group, LLC 1.66% Add +3.3% 51,631 $12.4M
Holocene Advisors, LP 0.04% New 51,566 $12.4M
KG Capital Management 3.97% Reduce -1.0% 51,952 $12.3M
Atlanta Consulting Group Advisors, LLC 4.54% Reduce -0.8% 51,377 $12.3M
Texas Capital Bank Wealth Management Services Inc 1.26% Reduce -1.4% 51,288 $12.3M
Apriem Advisors 1.40% Reduce -0.3% 51,136 $12.3M
Rench Wealth Management, Inc. 4.15% Reduce -0.4% 50,768 $12.2M
AlphaCore Capital LLC 2.63% Reduce -2.5% 50,704 $12.2M
Fulcrum Capital LLC 2.54% Reduce -0.5% 50,670 $12.1M
Chemung Canal Trust Co. 2.53% Reduce -8.8% 50,566 $12.1M
Whalerock Point Partners, LLC 2.90% Add +0.9% 50,540 $12.1M
Community Bank & Trust, Waco, Texas 2.76% Add +1.7% 50,520 $12.1M
Mirae Asset Securities (usa) Inc. 0.56% Reduce -0.1% 50,146 $12.0M
Ascent Wealth Partners, LLC 1.62% Reduce -1.8% 50,104 $12.0M
Centaurus Financial, Inc. 0.73% Add +19.3% 50,019 $12.0M
Access Investment Management LLC 3.47% No change 50,000 $12.0M
Mitchell Sinkler & Starr 3.18% Reduce -1.9% 49,772 $11.9M
Marietta Wealth Management, LLC 1.71% Reduce -1.1% 49,771 $11.9M
Thompson Investment Management, Inc. 1.72% Reduce -7.1% 49,753 $11.9M
Peterson Wealth Services 3.65% Add +9.9% 49,640 $11.9M
American National Bank & Trust 1.33% Add +2.3% 49,586 $11.9M
Trueblood Wealth Management, LLC 5.86% Reduce -7.2% 49,579 $11.9M
Joel Isaacson & Co., LLC 0.53% Add +4.1% 49,504 $11.9M
Cutler Investment Counsel LLC 1.48% Reduce -2.3% 49,484 $11.9M
Stokes Family Office, LLC 1.26% Add +4.0% 49,407 $11.8M
Executive Wealth Management, LLC 0.93% Reduce -9.9% 49,320 $11.8M
Trajan Wealth LLC 0.65% Reduce -0.2% 49,319 $11.8M
Commonwealth Retirement Investments LLC 4.85% Reduce -0.3% 49,086 $11.8M
Adalta Capital Management LLC 6.14% Add +0.3% 49,049 $11.8M
HTLF Bank 1.33% Reduce -3.5% 48,932 $11.7M
Pioneer Trust Bank N A 2.95% Reduce -0.7% 48,905 $11.7M
Confluence Wealth Services, Inc. 0.76% Reduce -2.1% 44,041 $11.7M
Ballast Advisors LLC 3.60% Reduce -0.8% 48,765 $11.7M
Brighton Jones LLC 0.34% Add +11.0% 48,732 $11.7M
Flagship Harbor Advisors, LLC 0.61% Reduce -2.9% 48,669 $11.7M
Brave Asset Management Inc. 3.71% Reduce -1.4% 48,655 $11.7M
Sage Mountain Advisors LLC 0.85% Add +3.0% 48,611 $11.7M
GFS Advisors, LLC 1.77% Reduce -16.3% 48,516 $11.6M
Intact Investment Management Inc. 0.41% Reduce -4.3% 48,400 $11.6M
Harbour Capital Advisors, LLC 2.58% Reduce -2.2% 47,535 $11.6M
Wellington Shields & Co., LLC 3.54% Reduce -0.3% 48,224 $11.6M
Tradewinds, LLC. 3.20% Add +3.6% 42,111 $11.5M
Financial Partners Group, LLC 4.78% Reduce -0.6% 48,050 $11.5M
First Hawaiian Bank 0.37% Add +1.0% 47,964 $11.5M
YHB Investment Advisors, Inc. 0.94% Add +10.8% 47,855 $11.5M
Waldron Private Wealth LLC 0.46% Add +3.7% 47,832 $11.5M
Van Hulzen Asset Management, LLC 0.84% Add +2.5% 47,752 $11.4M
Bard Financial Services, Inc. 1.37% Reduce -0.8% 47,730 $11.4M
New England Asset Management Inc. 2.05% Reduce -17.9% 47,710 $11.4M
Profund Advisors LLC 0.42% Reduce -8.6% 47,577 $11.4M
Quadrant Capital Group LLC 0.79% Reduce -1.9% 47,570 $11.4M
Frisch Financial Group, Inc. 3.44% Reduce -3.6% 47,455 $11.4M
Boston Family Office LLC 0.78% Reduce -0.4% 47,416 $11.4M
Brown Shipley& Co Ltd 5.64% Reduce -6.3% 47,373 $11.4M
Community Financial Services Group, LLC 2.25% Add +3.4% 47,343 $11.3M
McGinn Penninger Investment Management, Inc. 7.58% Reduce -0.4% 47,324 $11.3M
Plimoth Trust Co. LLC 2.91% Reduce -1.4% 47,228 $11.3M
Baldwin Investment Management, LLC 1.47% Reduce -9.1% 47,182 $11.3M
AustralianSuper Pty Ltd 0.05% Add +161.6% 47,160 $11.3M
Shepherd Financial Partners LLC 1.35% Add +0.6% 47,148 $11.3M
StoneX Group Inc. 0.62% Add +44.3% 46,788 $11.2M
L & S Advisors Inc 1.38% Reduce -29.8% 46,729 $11.2M
Mufg Securities Americas Inc. 1.48% — 46,642 $11.2M
PDS Planning, Inc 0.99% Add +14.3% 46,564 $11.2M
Parr McKnight Wealth Management Group, LLC 1.60% — 46,552 $11.2M
Cincinnati Casualty Co. 6.24% No change 46,500 $11.1M
Cincinnati Specialty Underwriters Insurance CO 3.07% No change 46,500 $11.1M
Certuity, LLC 1.21% Reduce -6.4% 46,456 $11.1M
Vise Technologies, Inc. 0.92% Reduce -9.5% 46,233 $11.1M
Westover Capital Advisors, LLC 2.44% Add +0.1% 46,224 $11.1M
Schulhoff & Co. Inc. 4.04% No change 46,156 $11.1M
Embree Financial Group 1.89% Add +0.4% 46,095 $11.0M
Independent Financial Group, LLC 0.37% Add +6.1% 46,076 $11.0M
First Western Trust Bank 0.51% Reduce -2.0% 46,038 $11.0M
Stratos Investment Management, LLC 0.66% Reduce -4.6% 45,848 $11.0M
Parthenon LLC 1.33% Add +2.8% 45,813 $11.0M
Stokes Capital Advisors, LLC 2.83% Reduce -0.4% 45,691 $11.0M
Prosperity Consulting Group, LLC 0.82% Add +1.4% 45,689 $11.0M
Bangor Savings Bank 1.03% Reduce -1.7% 45,603 $10.9M
XML Financial, LLC 1.00% Reduce -3.6% 45,536 $10.9M
Bridge Creek Capital Management LLC 3.34% Reduce -3.7% 45,257 $10.8M
Ipswich Investment Management Co., Inc. 2.60% Reduce -0.3% 45,155 $10.8M
Generali Investments CEE, investicni spolecnost, a.s. 1.11% — 45,100 $10.8M
SageView Advisory Group, LLC 0.46% Add +37.8% 45,045 $10.8M
Compass Wealth Management LLC 2.60% Reduce -9.3% 44,950 $10.8M
Wetzel Investment Advisors, Inc. 5.36% Reduce -0.4% 44,840 $10.7M
Davis-Rea LTD. 5.44% Reduce -3.0% 44,812 $10.7M
Brown Miller Wealth Management, LLC 4.12% Reduce -1.3% 44,771 $10.7M
Canal Capital Management, LLC 1.74% Reduce -2.6% 44,717 $10.7M
Blue Trust, Inc. 0.14% Reduce -13.8% 44,648 $10.7M
Duncker Streett & Co. Inc. 1.98% Reduce -0.2% 44,518 $10.7M
Ameritas Advisory Services, LLC 0.37% Add +29.4% 44,508 $10.7M
Elk River Wealth Management LLC 1.93% Reduce -0.9% 44,502 $10.7M
Walter & Keenan Wealth Management LLC /in/ 3.22% Reduce -2.2% 44,459 $10.7M
Global Wealth Management Investment Advisory, Inc. 2.20% Add +2.0% 44,421 $10.6M
Mirabaud Asset Management Ltd 4.95% Add +12.9% 44,460 $10.6M
Hodges Capital Management Inc. 0.64% Reduce -3.2% 44,307 $10.6M
Granite Investment Partners, LLC 0.46% Add +0.4% 44,195 $10.6M
IFP Advisors, Inc 0.35% Reduce -11.0% 44,143 $10.6M
InvesTrust 2.94% — 44,160 $10.6M
Advocate Group LLC 1.99% Reduce -1.6% 44,091 $10.6M
Stablepoint Partners, LLC 1.94% Reduce 0.0% 44,081 $10.6M
Coerente Capital Management 1.97% Reduce -2.7% 44,026 $10.6M
RPG Investment Advisory, LLC 1.41% Add +0.3% 43,960 $10.5M
McRae Capital Management Inc. 2.06% Reduce -1.3% 43,916 $10.5M
Giverny Capital 0.38% Add +1.2% 43,862 $10.5M
1248 Management, LLC 4.53% — 43,852 $10.5M
Bridgewater Advisors Inc. 1.10% Reduce -1.5% 42,406 $10.5M
Kinsale Capital Group, Inc. 2.82% Add +11.1% 43,732 $10.5M
Bradley & Co. Private Wealth Management, LLC 6.54% — 43,683 $10.5M
Mystic Asset Management, Inc. 2.81% Add +69.5% 43,645 $10.5M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2.59% Reduce -1.7% 43,589 $10.4M
Townsend Asset Management Corp. /NC/ 3.82% Add +1.7% 43,584 $10.4M
Oxford Financial Group, LTD. LLC 0.68% Add +0.1% 43,525 $10.4M
Bcwm, LLC 3.71% — 43,504 $10.4M
Hudson Edge Investment Partners Inc. 1.92% Add +1.4% 43,416 $10.4M
Bray Capital Advisors 2.81% Reduce -13.0% 43,327 $10.4M
Greenwood Capital Associates LLC 1.35% Reduce -2.7% 43,165 $10.3M
Intrust Bank NA 1.05% Add +0.8% 43,132 $10.3M
Unison Asset Management LLC 5.07% Add +2.9% 43,128 $10.3M
Kintegral Advisory, LLC 0.97% Reduce -4.5% 43,041 $10.3M
B & T Capital Management DBA Alpha Capital Management 1.89% Reduce -3.1% 42,980 $10.3M
Jaffetilchin Investment Partners, LLC 0.74% Add +0.1% 42,926 $10.3M
Avior Wealth Management, LLC 0.38% Reduce -11.6% 42,913 $10.3M
Strategic Advisors LLC 1.86% Add +6.8% 42,845 $10.3M
Providence Capital Advisors, LLC 2.08% Add +1.2% 42,816 $10.3M
Barometer Capital Management Inc. 4.10% Reduce -4.6% 50,905 $10.2M
Claro Advisors Inc. 1.39% Reduce -4.1% 42,713 $10.2M
Soros Capital Management LLC 1.60% New 42,650 $10.2M
Evexia Wealth LLC 3.46% Reduce -5.7% 37,037 $10.2M
Onex Canada Asset Management Inc. 1.22% Reduce -6.7% 42,585 $10.2M
City Holding Co. 1.45% Reduce -5.9% 42,547 $10.2M
Asset Planning Services Inc. /La/ 4.96% Reduce -0.1% 42,452 $10.2M
Beacon Financial Group 1.09% Reduce -1.8% 42,435 $10.2M
Schechter Investment Advisors, LLC 0.78% Reduce -4.9% 42,352 $10.2M
Old Second National Bank of Aurora 2.31% Reduce -3.5% 42,316 $10.1M
Kavar Capital Partners Group, LLC 1.71% Reduce -0.3% 42,217 $10.1M
Pitcairn Co. 0.60% Reduce -7.0% 42,151 $10.1M
Jacobi Capital Management LLC 0.75% Reduce -1.1% 42,007 $10.1M
Viking Fund Management LLC 1.57% No change 42,000 $10.1M
Nelson Capital Management, LLC 1.67% Reduce -4.5% 41,985 $10.1M
Jacobs Levy Equity Management, Inc. 0.04% Reduce -1.3% 41,956 $10.1M
Wealth Advisory Solutions, LLC 2.81% Add +1.4% 41,849 $10.0M
First Interstate Bank 0.60% Reduce -2.1% 41,610 $10.0M
Chronos Wealth Management, LLC 5.08% Reduce -0.5% 41,462 $9.9M
Callan Family Office, LLC 0.63% Add +385.3% 41,460 $9.9M
Bearing Point Capital, LLC 2.07% — 41,362 $9.9M
Trivium Point Advisory, LLC 1.25% Add +18.4% 41,325 $9.9M
Earnest Partners LLC 0.04% Reduce -13.8% 41,293 $9.9M
First Nebraska Trust Co 0.96% Add +0.7% 41,291 $9.9M
Buck Wealth Strategies, LLC 2.06% Add +1.6% 41,286 $9.9M
WESPAC Advisors SoCal, LLC 2.24% Reduce -7.9% 41,266 $9.9M
International Assets Investment Management, LLC 0.83% Add +46.0% 1,582,078 $9.9M
Redmond Asset Management, LLC 2.46% Reduce -1.6% 41,125 $9.9M
Pinnacle Wealth Management Advisory Group, LLC 0.92% Add +0.8% 41,073 $9.8M
Verition Fund Management LLC 0.05% Add +364.8% 41,069 $9.8M
Turtle Creek Wealth Advisors, LLC 2.27% Add +1.4% 41,020 $9.8M
RBF Capital, LLC 0.51% No change 41,000 $9.8M
Farther Finance Advisors, LLC 0.36% Reduce -6.6% 40,998 $9.8M
Graves Light Lenhart Wealth, Inc. 1.22% Reduce -0.7% 40,934 $9.8M
Parcion Private Wealth LLC 0.75% Reduce -0.4% 40,925 $9.8M
Semmax Financial Advisors Inc. 2.61% Reduce -2.7% 35,450 $9.8M
Wittenberg Investment Management, Inc. 3.87% Reduce -30.9% 32,053 $9.8M
Concentric Capital Strategies, LP 0.62% Add +14.7% 40,804 $9.8M
DT Investment Partners, LLC 0.83% Reduce -4.5% 40,759 $9.8M
Wedmont Private Capital 0.52% Add +11.2% 40,716 $9.8M
Stenger Family Office, LLC 3.32% — 40,685 $9.8M
American Money Management, LLC 1.90% Reduce -1.0% 40,672 $9.7M
UNIVEST FINANCIAL Corp 0.61% Reduce -0.7% 40,616 $9.7M
Valmark Advisers, Inc. 0.15% Reduce -3.9% 40,561 $9.7M
Selway Asset Management 3.82% Add +0.5% 40,507 $9.7M
Capital Group Investment Management Pte. LTD. 1.84% Reduce -2.8% 40,480 $9.7M
Asset Dedication, LLC 0.76% Reduce -16.5% 40,472 $9.7M
Anchor Investment Management, LLC 0.90% Add +0.7% 40,297 $9.7M
Fusion Capital, LLC 3.89% Add +0.5% 40,288 $9.7M
Lindbrook Capital, LLC 0.87% Add +0.8% 40,263 $9.7M
CHICAGO TRUST Co NA 1.78% Add +8.2% 40,184 $9.6M
LGT Fund Management Co Ltd. 0.85% Reduce -0.9% 40,167 $9.6M
Capital Asset Advisory Services LLC 0.47% Add +0.4% 39,559 $9.6M
Summerhill Capital Management lnc. 7.17% Add +2.2% 40,078 $9.6M
Mechanics Bank Trust Department 1.28% Add +2.5% 40,000 $9.6M
Dean Investment Associates, LLC 1.36% Reduce -6.2% 39,835 $9.5M
Graypoint LLC 0.58% Reduce -1.7% 39,806 $9.5M
Arrow Financial Corp 0.90% Reduce -0.2% 39,656 $9.5M
Van Eck Associates Corp. 0.01% Add +2038.0% 39,596 $9.5M
Private Trust Co. NA 0.97% Reduce -5.9% 39,415 $9.4M
Citizens National Bank Trust Department 1.99% Reduce -1.1% 39,291 $9.4M
D L Carlson Investment Group Inc. 1.68% Add +2.5% 39,233 $9.4M
Robertson Stephens Wealth Management, LLC 0.33% Reduce -2.3% 39,173 $9.4M
Lorne Steinberg Wealth Management Inc. 2.71% Add +0.1% 39,039 $9.4M
Hixon Zuercher, LLC 3.60% Reduce -2.2% 39,028 $9.4M
Empire Financial Management Company, LLC 2.92% Add +0.5% 39,013 $9.4M
Boyd Watterson Asset Management LLC 2.62% Reduce -0.1% 38,991 $9.3M
McDonald Partners LLC 2.38% Reduce -0.9% 38,881 $9.3M
Beacon Bank & Trust 2.16% Add +4.7% 38,823 $9.3M
Drucker Wealth 3.0, LLC 2.15% Reduce -0.3% 38,808 $9.3M
Bristlecone Advisors, LLC 0.72% Reduce -0.5% 38,690 $9.3M
Alpha Omega Wealth Management LLC 1.76% Reduce -0.8% 38,687 $9.3M
Smartleaf Asset Management LLC 0.95% Add +27.4% 38,737 $9.3M
Columbia Asset Management 1.76% New 38,444 $9.2M
Chemistry Wealth Management LLC 2.15% Reduce -0.4% 38,298 $9.2M
DLK Investment Management, LLC 3.84% Add +1.1% 38,293 $9.2M
Advanced Asset Management Advisors Inc 2.40% Reduce -0.1% 38,206 $9.2M
Legacy Financial Advisors, Inc. 1.51% Add +0.1% 38,183 $9.2M
Quantitative Investment Management, LLC 0.69% New 38,145 $9.1M
Van Strum & Towne Inc. 3.22% Reduce -1.3% 38,129 $9.1M
Generate Investment Management Ltd 0.64% Add +25.3% 38,108 $9.1M
Contravisory Investment Management, Inc. 1.95% Reduce -0.3% 38,033 $9.1M
Capital Investment Counsel, LLC 1.52% Add +1.6% 38,003 $9.1M
Constitution Capital LLC 5.11% Reduce -36.7% 37,997 $9.1M
Guyasuta Investment Advisors Inc. 0.57% Reduce -7.7% 37,947 $9.1M
Legacy Trust 2.11% Reduce -0.1% 37,886 $9.1M
Bogart Wealth, LLC 0.43% Reduce -1.3% 37,833 $9.1M
Seneca House Advisors 3.60% Reduce -6.0% 37,757 $9.1M
Belpointe Asset Management LLC 0.54% Reduce -4.2% 40,064 $9.0M
Edgestream Partners, L.P. 0.38% Add +288.9% 37,567 $9.0M
Socorro Asset Management LP 3.69% No change 37,515 $9.0M
Skylands Capital, LLC 1.25% Reduce -12.3% 37,235 $8.9M
Hilton Capital Management, LLC 0.77% Reduce -12.5% 37,165 $8.9M
Arjuna Capital 2.37% Reduce -4.1% 37,136 $8.9M
Bright Rock Capital Management, LLC 1.89% Reduce -43.1% 37,000 $8.9M
Sitrin Capital Management LLC 4.47% Add +1.0% 36,967 $8.9M
SPC Financial, Inc. 0.77% Add +2.7% 36,943 $8.9M
Boston Research & Management Inc. 2.16% Reduce -0.6% 36,911 $8.8M
Systematic Alpha Investments, LLC 0.33% No change 36,804 $8.8M
TrinityPoint Wealth, LLC 1.24% Add +2.8% 36,756 $8.8M
Calydon Capital 1.73% Reduce -10.7% 36,719 $8.8M
American Trust 0.67% Reduce -0.1% 36,603 $8.8M
McBroom & Associates, LLC 4.96% Add +0.5% 36,585 $8.8M
Elevation Point Wealth Partners, LLC 0.71% Add +141.6% 36,582 $8.8M
Qtron Investments LLC 1.23% Reduce -4.0% 36,472 $8.7M
Allen Capital Group, LLC 1.07% Reduce -3.3% 36,466 $8.7M
Cordatus Wealth Management LLC 2.30% Add +1.3% 36,402 $8.7M
Hoey Investments, Inc. 1.48% Add +40.6% 36,396 $8.7M
White Pine Investment CO 2.35% Reduce -3.6% 36,316 $8.7M
Owen LaRue, LLC 4.53% Add +0.3% 36,150 $8.7M
Harbour Investments, Inc. 0.25% Add +6.5% 36,095 $8.7M
CHURCHILL MANAGEMENT Corp 0.09% Reduce -2.6% 36,049 $8.6M
New Hampshire Trust 1.82% Add +0.9% 35,995 $8.6M
Philadelphia Trust Co. 0.63% Reduce -4.9% 35,965 $8.6M
Arvest Investments, Inc. 1.38% Reduce -3.7% 35,957 $8.6M
TFG Advisers LLC 3.10% Add +0.5% 35,939 $8.6M
DF Dent & Co. Inc. 0.11% Reduce -12.4% 35,905 $8.6M
Blue Fin Capital, Inc. 1.58% Add +0.8% 35,819 $8.6M
Hennessy Advisors Inc. 0.26% Reduce -3.2% 35,800 $8.6M
Mission Creek Capital Partners, Inc. 1.87% Add +62.8% 56,739 $8.6M
Excalibur Management Corp. 3.40% Reduce -0.2% 35,660 $8.5M
AlTi Global, Inc. 0.21% Add +6.8% 34,372 $8.5M
Kennedy Capital Management LLC 0.19% Reduce -5.0% 35,465 $8.5M
Essex LLC 1.78% Reduce -5.4% 35,458 $8.5M
Somerset Trust Co 3.20% Reduce -3.1% 35,452 $8.5M
FAS Wealth Partners, Inc. 0.71% Add +1.7% 35,442 $8.5M
Arete Wealth Advisors, LLC 0.61% Add +33.3% 35,383 $8.5M
Security National Bank 1.21% Reduce -3.5% 35,335 $8.5M
Gifford Fong Associates 2.08% No change 35,296 $8.5M
Covington Investment Advisors Inc. 1.27% Reduce -11.7% 35,257 $8.5M
Founders Capital Management 5.34% Reduce -2.1% 35,221 $8.4M
Marcum Wealth, LLC 0.73% Add +1.8% 35,185 $8.4M
Paradiem, LLC 2.26% No change 35,174 $8.4M
Clearstead Trust, LLC 1.82% Add +19.4% 35,170 $8.4M
Werlinich Asset Management, LLC 4.90% No change 35,197 $8.4M
Harvey Capital Management Inc. 1.98% Reduce -0.6% 35,070 $8.4M
Bedel Financial Consulting, Inc. 1.16% Reduce -0.7% 30,844 $8.3M
Checchi Capital Advisers, LLC 0.62% Reduce -3.7% 34,786 $8.3M
Focus Financial Network, Inc. 0.33% Add +1.7% 34,737 $8.3M
Csenge Advisory Group 0.45% Add +8.1% 34,713 $8.3M
IFC Advisors LLC 1.81% — 34,703 $8.3M
Augustine Asset Management Inc. 2.18% Reduce -0.9% 34,666 $8.3M
Obermeyer Wealth Partners 0.43% Add +1.9% 34,622 $8.3M
Baugh & Associates, LLC 4.30% Reduce -0.1% 35,353 $8.3M
Howland Capital Management LLC 0.36% Reduce -4.9% 34,519 $8.3M
Mandatum Life Insurance Co Ltd 2.45% Reduce -16.9% 34,502 $8.3M
Alexander Labrunerie & Co., Inc. 3.69% Add +1.1% 34,427 $8.3M
Ashburton (Jersey) Ltd 3.64% Reduce -60.5% 34,377 $8.2M
Lombard Odier Asset Management (Europe) Ltd 0.56% No change 34,345 $8.2M
Peloton Wealth Strategists 3.39% Reduce -6.1% 34,335 $8.2M
Manhattan West Asset Management, LLC 2.21% Add +2.0% 34,168 $8.2M
Financiere des Professionnels - Fonds d'investissement inc. 0.57% Reduce -25.8% 34,168 $8.2M
Exchange Capital Management, Inc. 1.30% Reduce -0.2% 34,112 $8.2M
WCG Wealth Advisors LLC 0.54% Add +0.8% 34,030 $8.2M
Bell & Brown Wealth Advisors, LLC 3.03% Add +0.1% 33,980 $8.1M
Baader Bank Aktiengesellschaft 0.75% Add +53.6% 33,857 $8.1M
Harbor Advisory Corp. 2.66% Reduce -2.7% 33,828 $8.1M
E Fund Management Co., Ltd. 0.41% Add +55.0% 33,741 $8.1M
Heritage Wealth Management, Inc. 2.69% Reduce -0.5% 33,741 $8.1M
Palmer Knight Co 3.62% Add +0.4% 33,736 $8.1M
Brick & Kyle, Associates 3.46% Reduce -0.5% 33,733 $8.1M
Cottage Street Advisors LLC 4.21% Reduce -1.6% 33,716 $8.1M
Ossiam 0.14% Reduce -49.6% 33,666 $8.1M
Strategic Blueprint, LLC 0.48% Add +0.5% 33,662 $8.1M
Leuthold Group, LLC 0.97% Reduce -3.5% 33,622 $8.1M
Bill Few Associates, Inc. 2.83% Reduce -1.1% 33,618 $8.1M
Schmidt P J Investment Management Inc. 1.40% Reduce -3.6% 33,607 $8.1M
NTV Asset Management LLC 1.06% Reduce -0.2% 33,532 $8.0M
PFG Advisors 0.49% Reduce -3.3% 33,515 $8.0M
BBR Partners, LLC 0.56% Add +0.7% 33,471 $8.0M
Globeflex Capital L P 0.68% No change 33,400 $8.0M
Sompo Asset Management Co., Ltd. 1.35% Reduce -15.2% 33,397 $8.0M
BigSur Wealth Management LLC 2.28% Reduce -5.5% 33,356 $8.0M
Trust Asset Management LLC 0.62% No change 33,330 $8.0M
Capital Insight Partners, LLC 1.38% Reduce -1.9% 33,285 $8.0M
Soltis Investment Advisors LLC 0.74% Add +3.1% 33,270 $8.0M
Clarity Wealth Advisors, LLC 2.17% Add +1.8% 33,211 $8.0M
Rockline Wealth Management, LLC 2.13% Add +3.8% 33,178 $8.0M
Jain Global LLC 0.24% — 33,119 $7.9M
GeoWealth Management, LLC 0.26% Add +15.6% 33,102 $7.9M
RMR Wealth Builders 0.82% Add +4.4% 33,057 $7.9M
Parkside Financial Bank & Trust 1.05% Add +5.3% 33,022 $7.9M
Kentucky Farm Bureau Mutual Insurance Co 1.78% No change 33,000 $7.9M
West Branch Capital LLC 2.52% Add +2.1% 32,979 $7.9M
Nikulski Financial, Inc. 2.32% Add +0.4% 32,881 $7.9M
Stonebrook Private Inc. 2.06% Reduce -2.2% 32,793 $7.9M
EverSource Wealth Advisors, LLC 0.44% Add +2.8% 32,765 $7.9M
Resonant Capital Advisors, LLC 0.57% Add +0.5% 32,742 $7.8M
Chiron Investment Management, LLC 2.61% Reduce -21.1% 32,741 $7.8M
SGL Investment Advisors, Inc. 4.02% Add +0.5% 28,474 $7.8M
Moody National Bank Trust Division 0.82% Reduce -5.0% 32,669 $7.8M
Sentinel Trust Co. Lba 0.90% Add +3.0% 32,646 $7.8M
Ascentis Independent Advisors 1.50% Reduce -4.3% 32,645 $7.8M
Little House Capital LLC 2.23% Reduce -1.7% 32,607 $7.8M
DCM Advisors, LLC 3.67% Add +13.7% 32,597 $7.8M
Pathway Financial Advisers, LLC 2.62% Add +0.2% 32,579 $7.8M
Maxwell Wealth Strategies Inc. 3.19% Reduce -0.2% 32,560 $7.8M
Kentucky Retirement Systems Insurance Trust Fund 1.35% Add +58.0% 133,124 $7.8M
Maltese Capital Management LLC 1.20% Reduce -17.0% 32,450 $7.8M
Oddo BHF Asset Management Sas 0.39% Add +13.4% 32,432 $7.8M
Everpar Advisors LLC 3.92% Add +0.8% 32,431 $7.8M
Pegasus Asset Management, Inc. 2.93% Reduce -0.7% 32,401 $7.8M
Insigneo Advisory Services, LLC 0.80% Reduce -2.4% 32,387 $7.8M
Comprehensive Financial Consultants Institutional, Inc. 2.82% Reduce -2.9% 32,287 $7.7M
Icon Wealth Advisors, LLC 0.64% Reduce -1.0% 32,247 $7.7M
Creegan & Nassoura Financial Group, LLC 5.19% Reduce -0.4% 32,219 $7.7M
Northwest Bancshares, Inc. 1.43% Reduce -10.2% 32,218 $7.7M
Ransom Advisory, Ltd 3.54% Reduce -0.8% 32,159 $7.7M
E&G Advisors, LLC 2.09% Reduce -0.7% 32,198 $7.7M
Field & Main Bank 2.71% Reduce -0.1% 32,109 $7.7M
Kingswood Wealth Advisors, LLC 0.58% Reduce -46.0% 32,074 $7.7M
Kovack Advisors, Inc. 0.75% Add +1.6% 31,944 $7.7M
Sargent Investment Group, LLC 1.25% Add +33.8% 31,310 $7.6M
Ami Investment Management Inc. 2.48% Reduce -2.5% 31,889 $7.6M
Family Legacy, Inc. 2.59% Reduce -2.1% 31,425 $7.6M
Nilsine Partners, LLC 0.82% Add +5.3% 31,863 $7.6M
Washington Trust Advisors, Inc. 0.64% Reduce -1.1% 31,821 $7.6M
Financial Strategies Group, Inc. 1.82% Reduce -4.4% 31,708 $7.6M
Ahl Investment Management, Inc. 5.32% Reduce -1.8% 31,726 $7.6M
Lake Street Private Wealth, LLC 1.22% Reduce -11.0% 31,712 $7.6M
Mitchell McLeod Pugh & Williams Inc. 1.59% Reduce -4.2% 31,703 $7.6M
Cooper Capital Advisors LLC 7.88% — 31,671 $7.6M
Patten Group, Inc. 1.68% Reduce -3.3% 31,644 $7.6M
Overbrook Management Corp 1.63% Reduce -2.5% 31,540 $7.6M
Sheaff Brock Investment Advisors, LLC 0.66% Reduce -5.7% 31,518 $7.6M
Horan Capital Advisors, LLC. 2.54% Reduce -8.3% 31,512 $7.6M
Addison Capital Co 3.00% Reduce -2.1% 31,440 $7.5M
CFM Wealth Partners LLC 1.27% Add +6.0% 31,437 $7.5M
First Business Financial Services, Inc. 0.74% Add +1.4% 31,355 $7.5M
Hennion & Walsh Asset Management, Inc. 0.34% Reduce -2.2% 31,281 $7.5M
Stone Summit Wealth LLC 2.50% Reduce -3.4% 31,101 $7.5M
Accurate Wealth Management, LLC 1.43% Reduce -0.6% 31,034 $7.4M
Forte Capital LLC 0.84% Reduce -2.7% 31,044 $7.4M
Abbot Financial Management, Inc. 3.70% Reduce -0.6% 31,034 $7.4M
Udine Wealth Management, Inc. 4.78% Reduce -5.7% 31,023 $7.4M
Ironvine Capital Partners, LLC 0.80% No change 30,971 $7.4M
Concorde Financial Corp 4.41% Reduce -3.1% 30,894 $7.4M
Larson Financial Group LLC 0.38% Add +25.1% 30,883 $7.4M
RDA Financial Network 2.15% Add +2.0% 30,697 $7.4M
GC Wealth Management RIA, LLC 1.29% Add +5.1% 30,692 $7.4M
Rollins Financial Advisors, LLC 1.15% Add +22.4% 30,666 $7.4M
William B. Walkup & Associates, Inc. 4.64% Reduce -0.3% 30,581 $7.3M
Wealth Effects LLC 2.60% Reduce -0.7% 30,551 $7.3M
Patriot Financial Group Insurance Agency, LLC 0.98% Add +1.4% 30,510 $7.3M
Concord Wealth Partners 1.20% Reduce -1.9% 30,440 $7.3M
Ameritas Investment Partners, Inc. 0.24% Reduce -4.4% 30,424 $7.3M
RFG Advisory, LLC 0.21% Add +5.9% 30,415 $7.3M
Trustmark Bank Trust Department 0.54% Reduce -1.9% 30,396 $7.3M
Exencial Wealth Advisors, LLC 0.27% Add +1.3% 30,383 $7.3M
Zevenbergen Capital Investments LLC 0.15% Add +0.5% 30,313 $7.3M
MSH Capital Advisors LLC 2.29% Reduce -0.4% 30,305 $7.3M
MIdWestOne Financial Group, Inc. 1.02% Reduce -1.3% 30,280 $7.3M
Strategic Planning Group, LLC 1.33% Add +2.8% 30,245 $7.3M
Herold Advisors, Inc. 1.58% Reduce -3.8% 30,236 $7.2M
Garland Capital Management Inc. 5.94% Reduce -18.4% 30,235 $7.2M
Sandhill Capital Partners LLC 0.57% Reduce -0.8% 30,216 $7.2M
Union Heritage Capital, LLC 2.67% No change 30,205 $7.2M
HCR Wealth Advisors 0.90% Add +0.1% 30,111 $7.2M
Lake Street Advisors Group, LLC 0.33% Add +0.3% 30,093 $7.2M
WealthPlan Investment Management, LLC 0.71% Add +2.4% 30,027 $7.2M
Brooks, Moore & Associates, Inc. 4.25% Reduce -4.3% 30,003 $7.2M
Allen Holding Inc. 0.79% No change 30,000 $7.2M
Bank of New Hampshire 1.85% Reduce -1.3% 29,988 $7.2M
R.m.sincerbeaux Capital Management LLC 4.31% Reduce -3.2% 29,970 $7.2M
Rehmann Capital Advisory Group 0.46% Add +4.9% 29,968 $7.2M
Wright Investors Service Inc. 2.33% Reduce -16.4% 29,941 $7.2M
Syon Capital LLC 0.65% Add +0.3% 29,932 $7.2M
Compton Wealth Advisory Group, LLC 1.85% Add +1.6% 29,918 $7.2M
Hamilton Point Investment Advisors, LLC 1.29% Add +0.2% 29,888 $7.2M
Lincoln Capital LLC 1.51% Reduce -1.9% 29,882 $7.2M
Redwood Investments, LLC 1.91% Reduce -0.5% 29,752 $7.1M
Souders Financial Advisors 1.00% Reduce -19.4% 29,728 $7.1M
Supplemental Annuity Collective Trust of NJ 2.09% No change 29,700 $7.1M
Hengehold Capital Management LLC 0.67% Reduce -2.3% 29,681 $7.1M
Hansen & Associates Financial Group, Inc. 3.62% New 29,487 $7.1M
Concourse Financial Group Securities, Inc. 0.40% Add +3.3% 26,916 $7.1M
Marietta Investment Partners LLC 1.56% Add +38.3% 29,625 $7.1M
Patton Fund Management, Inc. 1.39% New 29,593 $7.1M
Enterprise Bank & Trust Co 2.33% Add +0.9% 29,547 $7.1M
Indiana Trust & Investment Management Co 2.41% Add +7.2% 29,523 $7.1M
Charles Schwab Trust Co 0.61% Add +18.5% 29,521 $7.1M
Argyle Capital Management, LLC 2.78% Reduce -0.3% 29,476 $7.1M
Buckhead Capital Management LLC 2.26% Reduce -0.9% 29,442 $7.1M
Patient Capital Management, LLC 0.33% No change 29,386 $7.0M
Sunbelt Securities, Inc. 0.62% Add +5.7% 29,349 $7.0M
Amarillo National Bank 1.29% Reduce -0.7% 29,273 $7.0M
WealthShield Partners, LLC 0.99% Reduce -8.9% 29,257 $7.0M
Texas Bank & Trust Co 2.89% — 29,240 $7.0M
tru Independence LLC 2.20% Reduce -5.3% 29,231 $7.0M
Fairhaven Wealth Management, LLC 2.19% Add +0.0% 29,185 $7.0M
Gryphon Financial Partners LLC 1.00% Reduce -3.1% 29,123 $7.0M
Formidable Asset Management, LLC 1.15% Reduce -2.1% 29,111 $7.0M
Sava Infond d.o.o. 1.23% — 29,025 $7.0M
Shelter Mutual Insurance Co 1.73% No change 29,000 $7.0M
Berry Wealth Group, LP 5.00% Reduce -1.8% 28,925 $6.9M
Romano Brothers and Company 0.88% Reduce -2.4% 28,921 $6.9M
Cigna Investments Inc. 1.22% Reduce -2.3% 28,877 $6.9M
AdvisorNet Financial, Inc 0.58% Reduce -2.6% 28,846 $6.9M
MTM Investment Management, LLC 2.66% Reduce -0.3% 28,817 $6.9M
Argent Advisors, Inc. 2.56% Reduce -3.6% 28,806 $6.9M
Naviter Wealth, LLC 0.83% Add +44.3% 28,723 $6.9M
MV Capital Management, Inc. 0.74% Reduce -0.9% 28,720 $6.9M
Osprey Private Wealth LLC 4.80% Reduce -0.2% 28,675 $6.9M
Montecito Bank & Trust 1.19% Reduce -0.4% 28,653 $6.9M
Atlas Wealth LLC 3.60% Reduce -0.9% 28,604 $6.9M
AssuredPartners Investment Advisors, LLC 1.34% — 28,595 $6.9M
Essex Bank 1.70% Reduce -1.1% 28,576 $6.8M
Lauterbach Financial Advisors, LLC 4.16% Reduce -1.7% 28,572 $6.8M
Peddock Capital Advisors, LLC 1.64% Reduce -0.6% 28,537 $6.8M
Chapin Davis, Inc. 2.23% No change 32,441 $6.8M
Evergreen Private Wealth LLC 3.20% Reduce -0.8% 28,480 $6.8M
Grove Bank & Trust 0.94% Add +2.0% 28,401 $6.8M
Paradigm Asset Management Co. LLC 1.86% Reduce -37.9% 28,391 $6.8M
HWG Holdings LP 2.23% Add +8.6% 28,367 $6.8M
Strategic Financial Services, Inc. 0.41% Reduce -1.3% 28,363 $6.8M
Act Two Investors LLC 1.32% No change 28,332 $6.8M
TRUE Private Wealth Advisors 0.82% Reduce -1.1% 28,300 $6.8M
Red Cedar Investment Management, LLC 0.85% No change 28,289 $6.8M
Scissortail Wealth Management, LLC 1.73% Add +7015.1% 28,247 $6.8M
Delta Capital Management LLC 3.92% Add +0.4% 28,235 $6.8M
IFG Advisory, LLC 0.38% Reduce -0.4% 28,219 $6.8M
High Note Wealth, LLC 1.75% Add +1.0% 28,045 $6.7M
Hall Capital Management Co. Inc. 3.14% — 28,039 $6.7M
Hudson Bay Capital Management LP 0.05% New 28,036 $6.7M
Marino, Stram & Associates LLC 1.48% Add +0.1% 27,991 $6.7M
GM Advisory Group, LLC 0.37% Add +1.4% 27,988 $6.7M
SkyOak Wealth, LLC 1.44% Add +4.8% 27,982 $6.7M
Hi-Line Capital Management, LLC 2.93% Reduce -20.6% 27,930 $6.7M
Holderness Investments Co. 1.48% Add +1.5% 27,903 $6.7M
Great Lakes Retirement, Inc. 0.86% Reduce -0.4% 27,876 $6.7M
Codex Capital Asset Management L.L.C. 2.95% No change 28,000 $6.7M
Evoke Wealth, LLC 0.19% Add +3.9% 27,838 $6.7M
Consolidated Investment Group LLC 0.93% No change 27,692 $6.6M
SeaCrest Wealth Management, LLC 0.70% Reduce -1.7% 27,692 $6.6M
First PREMIER Bank 1.69% No change 27,661 $6.6M
LJI Wealth Management, LLC 1.30% Reduce -2.5% 27,628 $6.6M
Brandywine Oak Private Wealth LLC 0.65% Add +3.6% 27,581 $6.6M
Smithfield Trust Co 0.33% Add +0.0% 27,547 $6.6M
Investors Asset Management of Georgia Inc. /Ga/ 3.22% Reduce -0.1% 27,477 $6.6M
Avestar Capital, LLC 0.60% Add +8.0% 27,451 $6.6M
Hayek Kallen Investment Management 2.39% Reduce -0.6% 27,449 $6.6M
United Bank 2.77% Add +8.1% 27,405 $6.6M
MSA Advisors, LLC 1.64% Reduce -18.1% 27,350 $6.6M
LVW Advisors, LLC 0.80% Reduce -7.9% 27,316 $6.5M
Crystal Rock Capital Management 4.01% Reduce -4.4% 27,298 $6.5M
Aspiriant, LLC 0.24% Add +8.1% 27,255 $6.5M
Hamel Associates, Inc. 2.10% Reduce -0.5% 27,247 $6.5M
Bfsg, LLC 0.76% Reduce -6.0% 27,222 $6.5M
Platform Technology Partners 1.97% Reduce -3.4% 27,158 $6.5M
J. W. Coons Advisors, LLC 1.67% Reduce -2.8% 27,052 $6.5M
Invera Wealth Advisors, LLC 6.42% Reduce -5.9% 24,385 $6.5M
Richard Bernstein Advisors LLC 0.15% No change 26,995 $6.5M
Triangle Securities Wealth Management 1.66% Reduce -2.9% 26,978 $6.5M
Mirabella Financial Services LLP 0.61% New 26,892 $6.4M
Roberts Wealth Advisors, LLC 1.96% Reduce -32.5% 25,552 $6.4M
Jericho Financial, LLP 4.66% — 26,877 $6.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.17% Add +18.1% 26,843 $6.4M
Steel Grove Capital Advisors, LLC 0.91% Reduce -2.8% 26,832 $6.4M
Kestra Investment Management, LLC 0.25% Reduce -14.7% 26,820 $6.4M
Old Port Advisors 1.85% Reduce -1.6% 26,807 $6.4M
Monarch Capital Management Inc. 1.76% Reduce -5.6% 26,807 $6.4M
Alta Capital Management LLC/ 0.38% Reduce -2.9% 26,790 $6.4M
SeaBridge Investment Advisors LLC 1.34% Add +12.1% 26,780 $6.4M
Guardian Wealth Advisors, LLC / NC 0.51% Add +10.6% 26,743 $6.4M
Mill Creek Capital Advisors, LLC 0.15% Reduce -1.6% 26,696 $6.4M
Modus Advisors, LLC 2.00% Add +0.7% 26,662 $6.4M
Legacy Advisors, LLC 0.62% Add +6.1% 26,635 $6.4M
Covenant Asset Management, LLC 1.42% Reduce -8.8% 26,614 $6.4M
Koshinski Asset Management, Inc. 0.55% Add +0.0% 26,574 $6.4M
Granite Bay Wealth Management, LLC 2.36% Add +2.3% 26,518 $6.4M
Cherokee Insurance Co 2.88% — 26,510 $6.4M
Mattern Wealth Management LLC 1.40% Reduce -6.9% 26,502 $6.4M
Pensionfund Sabic 1.67% Add +152.4% 26,500 $6.4M
Ironwood Investment Counsel, LLC 1.09% Reduce -0.5% 26,459 $6.3M
Athena Investment Management 3.67% Reduce -1.4% 26,449 $6.3M
Clarius Group, LLC 0.43% Add +0.8% 26,368 $6.3M
Trust Point Inc. 0.44% Add +1.3% 26,345 $6.3M
Montchanin Asset Management, LLC 6.17% Reduce -4.9% 26,317 $6.3M
Diversify Advisory Services, LLC 0.35% Reduce -15.6% 26,279 $6.3M
Everett Harris & Co. 0.08% Add +36.2% 26,220 $6.3M
Headinvest, LLC 1.19% Reduce -0.9% 26,217 $6.3M
RB Capital Management, LLC 1.53% Add +2.1% 26,212 $6.3M
Founders Financial Alliance, LLC 1.73% Add +18.5% 26,200 $6.3M
Uncommon Cents Investing LLC 1.87% Reduce -2.5% 26,155 $6.3M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +7.9% 26,134 $6.3M
Parisi Gray Wealth Management 1.98% Reduce -1.0% 26,048 $6.2M
McKinley Carter Wealth Services, Inc. 0.38% Reduce -1.6% 26,037 $6.2M
WCM Investment Management, LLC 0.01% Add +154.2% 26,074 $6.2M
Scott & Selber, Inc. 1.88% Reduce -2.5% 26,018 $6.2M
Am Investment Strategies LLC 1.52% Reduce -0.6% 26,021 $6.2M
Silvant Capital Management LLC 0.26% Reduce -7.8% 25,972 $6.2M
Midwest Professional Planners, LTD. 1.86% Add +0.7% 25,953 $6.2M
Virginia Wealth Management Group, Inc. 3.84% Reduce -0.7% 25,882 $6.2M
Moloney Securities Asset Management, LLC 0.84% Add +0.5% 25,863 $6.2M
M Holdings Securities, Inc. 1.00% Reduce -3.9% 25,828 $6.2M
Connable Office Inc. 0.64% Reduce -1.8% 25,825 $6.2M
Concord Asset Management, LLC 1.36% Reduce -4.7% 25,808 $6.2M
QV Investors Inc. 0.64% Reduce -13.0% 25,765 $6.2M
Liberty Capital Management, Inc. 1.37% Add +0.3% 25,764 $6.2M
1834 Investment Advisors Co. 0.78% Reduce -5.9% 25,760 $6.2M
Simon Quick Advisors, LLC 0.37% Add +10.3% 25,727 $6.2M
Citizens & Northern Corp. 1.69% Add +3.7% 25,722 $6.2M
Columbia Bank 2.13% Add +4.4% 24,890 $6.2M
Ables, Iannone, Moore & Associates, Inc. 3.80% Reduce -0.4% 25,675 $6.2M
L. Roy Papp & Associates, LLP 0.72% Reduce -0.0% 25,642 $6.1M
Argentarii, LLC 3.09% — 25,635 $6.1M
Everhart Financial Group, Inc. 1.26% Add +3.1% 25,553 $6.1M
Sycomore Asset Management 0.87% Add +74.9% 29,164 $6.1M
Monetary Management Group Inc. 1.59% Reduce -1.1% 25,499 $6.1M
Signet Investment Advisory Group, Inc. 3.12% Add +0.3% 25,481 $6.1M
WealthPLAN Partners, LLC 0.87% Reduce -6.8% 25,477 $6.1M
First National Bank of Mount Dora, Trust Investment Services 1.42% Reduce -1.2% 25,382 $6.1M
Investment Research & Advisory Group, Inc. 2.52% Reduce -0.4% 25,344 $6.1M
Gilliland Jeter Wealth Management LLC 2.05% Add +0.3% 25,324 $6.1M
Agate Pass Investment Management, LLC 2.74% Add +31.4% 25,284 $6.1M
L2 Asset Management, LLC 1.32% Add +23.3% 25,264 $6.1M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.73% Reduce -0.8% 25,199 $6.0M
CoreCap Advisors, LLC 0.27% Reduce -17.6% 25,131 $6.0M
Malaga Cove Capital, LLC 2.36% Reduce -2.0% 25,108 $6.0M
Howard Capital Management, LLC 0.09% Add +5.3% 25,077 $6.0M
Kensington Investment Counsel, LLC 2.50% Add +11.6% 25,020 $6.0M
Eos Management, L.P. 2.54% No change 25,000 $6.0M
EPG Wealth Management LLC 1.58% Reduce -6.6% 24,984 $6.0M
Arlington Financial Advisors, LLC 1.19% Reduce -0.8% 24,968 $6.0M
Butensky & Cohen Financial Security, Inc. 1.88% Reduce -4.9% 24,954 $6.0M
Trinity Legacy Partners, LLC 1.54% Add +1.9% 24,933 $6.0M
Atlas Brown,Inc. 2.04% Add +0.2% 24,930 $6.0M
Dudley Capital Management, LLC 3.06% Add +0.3% 24,930 $6.0M
Mount Vernon Associates Inc. 4.66% Reduce -0.6% 24,912 $6.0M
Morton Community Bank 1.58% Reduce -1.9% 24,900 $6.0M
Bowman & Co S.C. 3.10% Reduce -2.1% 24,878 $6.0M
BNC Wealth Management, LLC 1.96% Add +5.0% 24,863 $6.0M
Sterling Investment Advisors, Ltd. 1.44% Add +3.5% 24,793 $5.9M
CreativeOne Wealth, LLC 0.18% Add +8.2% 24,780 $5.9M
Rowlandmiller & Partners.adv 1.24% Reduce -0.7% 24,750 $5.9M
S&co Inc. 0.40% Reduce -0.0% 24,730 $5.9M
Lee Danner & Bass Inc. 0.47% Add +2.3% 24,637 $5.9M
Signal Advisors Wealth, LLC 0.67% Add +11.4% 24,621 $5.9M
Andrew Hill Investment Advisors, Inc. 4.38% Reduce -9.2% 24,593 $5.9M
Premier Path Wealth Partners, LLC 0.90% Add +0.8% 24,569 $5.9M
Nwam LLC 0.36% Add +1.3% 24,468 $5.9M
Winch Advisory Services, LLC 1.52% Add +0.5% 24,421 $5.9M
Rosenblum Silverman Sutton S F Inc. 1.47% No change 24,420 $5.9M
Apexium Financial, LP 0.35% Add +26.1% 24,354 $5.8M
Greenfield Savings Bank 2.80% Reduce -1.9% 24,344 $5.8M
Nicolet Bankshares Inc. 1.14% Add +2.5% 24,342 $5.8M
Gradient Capital Advisors, LLC 1.88% Reduce -3.3% 24,313 $5.8M
Leelyn Smith, LLC 1.04% Reduce -2.7% 24,279 $5.8M
Icon Advisers Inc. 1.33% Reduce -4.5% 24,237 $5.8M
Shoker Investment Counsel, Inc. 1.96% Add +0.7% 24,228 $5.8M
Diversify Wealth Management, LLC 0.45% Add +49.7% 24,199 $5.8M
RKL Wealth Management LLC 0.52% Add +23.9% 24,183 $5.8M
Harbor Advisors LLC 0.91% No change 24,148 $5.8M
Brentview Investment Management LLC 3.28% — 24,076 $5.8M
Midland Wealth Advisors, LLC 0.35% Reduce -4.1% 24,070 $5.8M
Mechanics Financial Corp 2.59% Reduce -0.2% 24,065 $5.8M
Mine & Arao Wealth Creation & Management, LLC. 2.64% Add +0.7% 24,045 $5.8M
Patrick M Sweeney & Associates, Inc. 4.31% Reduce -0.2% 24,009 $5.8M
Bretton Capital Management, LLC 5.54% No change 24,000 $5.8M
Calamos Wealth Management LLC 0.29% Add +1.9% 23,999 $5.8M
Occidental Asset Management, LLC 0.90% Add +3.4% 23,977 $5.7M
Blueprint Investment Partners LLC 0.91% Add +25.7% 23,972 $5.7M
Lineweaver Wealth Advisors, LLC 1.06% Add +1.4% 23,889 $5.7M
Laird Norton Wetherby Trust Company, LLC 0.78% No change 23,890 $5.7M
Mathes Company, Inc. 2.10% Reduce -3.5% 23,828 $5.7M
Hunter Perkins Capital Management, LLC 1.20% Reduce -2.6% 23,827 $5.7M
Hudson Capital Management LLC 1.84% Reduce -8.0% 23,804 $5.7M
Roanoke Asset Management Corp./ NY 1.85% Reduce -2.1% 23,805 $5.7M
Blue Edge Capital, LLC 0.90% Reduce -1.6% 23,766 $5.7M
Dynasty Wealth Management, LLC 0.10% Reduce -1.6% 23,602 $5.7M
CX Institutional 0.22% Add +14.2% 23,537 $5.6M
Legacy CG, LLC 1.73% Add +0.4% 23,510 $5.6M
Monetta Financial Services Inc. 4.53% No change 23,500 $5.6M
Trifecta Capital Advisors, LLC 1.11% Add +0.7% 23,492 $5.6M
Bradyco, Inc. 3.48% — 11,106 $5.6M
Buckingham Capital Management, Inc. 0.64% Reduce -4.8% 23,393 $5.6M
Bank of Stockton 1.70% Reduce -3.9% 23,355 $5.6M
Vista Investment Management 2.12% Reduce -8.7% 23,354 $5.6M
Octavia Wealth Advisors, LLC 0.68% Add +13.8% 23,303 $5.6M
Seascape Capital Management 1.94% Reduce -0.8% 23,185 $5.6M
Mountain Pacific Investment Advisers LLC 0.39% Reduce -0.8% 23,172 $5.6M
Central Valley Advisors, LLC 2.52% Add +0.2% 23,155 $5.6M
Capital Investment Advisory Services, LLC 0.53% Add +2.2% 23,143 $5.5M
Blume Capital Management, Inc. 1.25% Reduce -0.8% 23,137 $5.5M
MBB Public Markets I LLC 0.66% Reduce -44.3% 23,131 $5.5M
O'ROURKE & COMPANY, Inc 2.71% Reduce -0.2% 23,113 $5.5M
Key Financial Inc 1.26% Add +0.3% 23,095 $5.5M
Triasima Portfolio Management inc. 1.07% Add +3.5% 23,064 $5.5M
West Michigan Advisors, LLC 1.67% Reduce -2.1% 23,024 $5.5M
Ameliora Wealth Management Ltd. 2.07% Add +6.8% 23,021 $5.5M
True North Advisors, LLC 1.30% Add +239.8% 23,003 $5.5M
Enhancing Capital LLC 4.40% — 23,000 $5.5M
Connecticut Wealth Management, LLC 0.27% Reduce -4.0% 22,977 $5.5M
Pavion Blue Capital, LLC 2.58% Reduce -0.3% 22,964 $5.5M
IMA Advisory Services, Inc. 0.66% Reduce -2.5% 22,938 $5.5M
Studio Investment Management LLC 1.17% Reduce -1.8% 22,924 $5.5M
Relyea Zuckerberg Hanson LLC 0.74% Add +15.7% 22,921 $5.5M
Newman Dignan & Sheerar, Inc. 1.41% Reduce -2.7% 22,918 $5.5M
Brookmont Capital Management 2.94% Reduce -5.5% 22,910 $5.5M
Kentucky Trust Co 3.23% — 22,905 $5.5M
Symphony Financial, Ltd. Co. 0.86% Reduce -0.7% 20,937 $5.5M
Valley Wealth Managers, Inc. 0.41% Reduce -11.4% 22,902 $5.5M
Sustainable Insight Capital Management, LLC 2.40% Add +36.7% 22,895 $5.5M
Strategic Investment Advisors / MI 0.58% Reduce -2.5% 22,879 $5.5M
WD Rutherford LLC 2.59% Reduce -2.4% 22,794 $5.5M
NCM Capital Management, LLC 2.46% Add +0.1% 22,790 $5.5M
Sheets Smith Wealth Management 0.67% Reduce -0.5% 22,747 $5.5M
Portfolio Design Labs, LLC 1.12% Add +24.6% 22,677 $5.4M
Certified Advisory Corp 0.59% Reduce -1.5% 22,664 $5.4M
Saranac Partners Ltd 3.06% New 22,619 $5.4M
Curbstone Financial Management Corp 1.15% Add +1.4% 22,600 $5.4M
Trustco Bank Corp. N Y 5.84% Reduce -0.4% 22,598 $5.4M
Wilkins Investment Counsel Inc. 0.78% Reduce -6.3% 22,595 $5.4M
Advisors Management Group Inc. 1.28% Reduce -1.7% 22,595 $5.4M
Perkins Coie Trust Co 1.19% Reduce -0.6% 22,525 $5.4M
Grandfield & Dodd, LLC 0.33% Add +0.2% 22,504 $5.4M
Pinkerton Wealth, LLC 0.78% Reduce -0.7% 22,464 $5.4M
Nichols & Pratt Advisers LLP 0.36% Add +0.3% 22,452 $5.4M
Adirondack Trust Co. 2.05% Reduce -1.4% 22,398 $5.4M
Liberty One Investment Management, LLC 0.58% Add +3.3% 22,376 $5.4M
Novem Group 0.80% — 22,368 $5.4M
Intrepid Financial Planning Group LLC 2.26% Add +0.4% 22,268 $5.3M
Norway Savings Bank 2.96% Add +0.7% 22,260 $5.3M
Gables Capital Management Inc. 2.57% Reduce -0.2% 22,249 $5.3M
Delta Financial Group, Inc. 1.25% Reduce -2.1% 22,247 $5.3M
Cornerstone Wealth Management, LLC 0.36% Add +4.0% 22,236 $5.3M
Signature Estate & Investment Advisors LLC 0.13% Add +2.1% 22,221 $5.3M
Pacifica Partners Inc. 2.30% Reduce -2.3% 22,190 $5.3M
Cohen Investment Advisors LLC 3.21% Add +0.0% 22,198 $5.3M
Agp Franklin, LLC 3.23% — 22,162 $5.3M
BOK Financial Private Wealth, Inc. 0.39% Reduce -6.3% 22,122 $5.3M
Hudock, Inc. 0.92% Reduce -2.5% 22,029 $5.3M
Regatta Capital Group, LLC 1.02% Add +2.8% 22,021 $5.3M
Mitsubishi UFJ Asset Management (UK) Ltd. 2.33% Add +69.2% 22,000 $5.3M
Beaton Management Co. Inc. 2.66% Reduce -0.1% 21,992 $5.3M
Horizon Investments, LLC 0.15% Add +4.2% 22,093 $5.3M
Eagle Capital Management, LLC 2.12% Add +0.1% 21,949 $5.3M
Richard P Slaughter Associates Inc 1.18% Reduce -3.0% 21,918 $5.3M
Spirit of America Management Corp. 1.06% Add +0.5% 21,892 $5.2M
Royal Capital Wealth Management, LLC 3.68% Add +5.1% 21,883 $5.2M
Altrius Capital Management Inc 1.41% Reduce -2.6% 21,814 $5.2M
Family Manage LLC 0.85% Add +4.4% 21,773 $5.2M
Marathon Capital Management 1.31% Add +0.5% 21,738 $5.2M
X-Square Capital, LLC 2.14% Add +0.1% 21,692 $5.2M
Second Line Capital, LLC 1.40% Add +0.2% 21,642 $5.2M
Alps Advisors Inc. 0.03% Reduce -3.1% 21,596 $5.2M
Pine Ridge Advisers LLC 0.46% No change 21,500 $5.2M
Massachusetts Wealth Management 3.18% Reduce -0.9% 21,494 $5.2M
Slagle Financial, LLC 2.31% Add +6.2% 21,443 $5.1M
Coppell Advisory Solutions LLC 0.72% Reduce -1.9% 21,477 $5.1M
Abacus Planning Group, Inc. 0.90% Add +0.1% 21,363 $5.1M
West Oak Capital, LLC 2.70% Reduce -0.2% 21,342 $5.1M
Norden Group LLC 0.58% Add +3.0% 21,341 $5.1M
SOA Wealth Advisors, LLC. 0.94% Add +1.2% 21,337 $5.1M
Carnegie Lake Advisors LLC 2.06% Reduce -2.6% 21,334 $5.1M
TigerOak Management, L.L.C. 1.86% — 21,183 $5.1M
AlphaStar Capital Management, LLC 0.53% Add +10.3% 21,159 $5.1M
Amica Mutual Insurance Co. 0.52% No change 21,121 $5.1M
VeraBank, N.A. 1.42% Reduce -0.1% 21,044 $5.0M
Brown, Lisle/Cummings, Inc. 1.51% Add +3.1% 21,043 $5.0M
River Street Advisors LLC 2.58% Reduce -2.8% 21,041 $5.0M
Partners Capital Investment Group, LLP 0.14% New 21,033 $5.0M
Cassaday & Co Wealth Management LLC 0.14% Add +3.5% 21,006 $5.0M
Coastline Trust Co 0.59% Add +1.1% 21,002 $5.0M
SOL Capital Management CO 0.56% Reduce -14.0% 20,997 $5.0M
Knott David M Jr 1.82% No change 20,985 $5.0M
Providence Wealth Advisors, LLC 3.81% Reduce -2.9% 20,800 $5.0M
Accredited Investors Inc. 0.29% Add +0.8% 20,973 $5.0M
Ibex Wealth Advisors 0.59% New 20,929 $5.0M
Doliver Advisors, LP 1.39% Reduce -11.2% 20,922 $5.0M
Ostrum Asset Management 0.43% Add +148.4% 20,921 $5.0M
Gilder Gagnon Howe & Co. LLC 0.05% Reduce -0.8% 20,918 $5.0M
Private Advisory Group LLC 0.56% Add +5.2% 20,893 $5.0M
Beaumont Financial Advisors, LLC 0.38% Add +2.1% 20,872 $5.0M
Alpha DNA Investment Management LLC 2.73% Reduce -1.4% 20,848 $5.0M
Journey Strategic Wealth LLC 0.19% Add +15.3% 20,790 $5.0M
Bison Wealth, LLC 1.10% Reduce -59.7% 20,785 $5.0M
JT Stratford LLC 0.82% Add +6.3% 20,735 $5.0M
Financial Advisory Partners, LLC 1.65% Reduce -3.7% 20,718 $5.0M
Altfest L J & Co. Inc. 0.63% Reduce -0.6% 20,682 $5.0M
DeDora Capital, Inc. 1.35% Reduce -0.7% 20,603 $4.9M
StrongBox Wealth, LLC 2.09% Reduce -2.3% 20,555 $4.9M
San Luis Wealth Advisors LLC 0.93% Reduce -4.8% 20,527 $4.9M
Zullo Investment Group, Inc. 1.99% Add +0.5% 20,515 $4.9M
Pinnacle Bancorp, Inc. 1.60% Reduce -3.5% 20,509 $4.9M
Long Run Wealth Advisors, LLC 1.18% Reduce -12.7% 20,469 $4.9M
Finer Wealth Management, Inc. 2.81% Add +2.7% 20,433 $4.9M
Fairfield, Bush & Co. 2.87% Reduce -6.1% 20,394 $4.9M
Financial Advocates Investment Management 0.28% Add +1.3% 20,389 $4.9M
Jmac Enterprises LLC 0.77% Reduce -0.3% 20,363 $4.9M
Marks Group Wealth Management, Inc 0.48% Reduce -1.4% 20,329 $4.9M
Citizens Business Bank 1.16% Reduce -28.4% 20,272 $4.9M
Northcape Wealth Management, LLC 1.57% Reduce -1.7% 20,218 $4.8M
Acropolis Investment Management, LLC 0.29% Reduce -0.2% 20,205 $4.8M
SBI Securities Co., Ltd. 0.15% — 20,179 $4.8M
Edgewood Management LLC 0.01% No change 20,158 $4.8M
Farmers & Merchants Trust Co of Chambersburg PA 1.83% Reduce -1.1% 20,150 $4.8M
Violich Capital Management, Inc. 0.63% Add +1.7% 20,125 $4.8M
Fire Capital Management LLC 3.59% — 20,119 $4.8M
Engineers Gate Manager LP 0.08% Add +87.8% 20,093 $4.8M
Sanders Morris Harris LLC 0.72% Reduce -2.5% 19,984 $4.8M
Joseph Group Capital Management 1.89% Add +10.2% 20,011 $4.8M
Pines Wealth Management, LLC 2.09% — 19,992 $4.8M
Evermay Wealth Management LLC 0.73% Reduce -2.4% 19,983 $4.8M
Nicholas Investment Partners, LP 0.47% No change 19,967 $4.8M
Voya Financial Advisors, Inc. 0.52% Add +2.1% 19,983 $4.8M
Transatlantique Private Wealth LLC 1.82% Reduce -13.3% 19,948 $4.8M
Avidian Wealth Enterprises, LLC 0.21% Add +1.2% 19,919 $4.8M
Resurgent Financial Advisors LLC 2.82% Reduce -3.0% 19,918 $4.8M
Archford Capital Strategies, LLC 0.72% Reduce -0.1% 19,914 $4.8M
Bank Hapoalim BM 0.81% Reduce -5.1% 19,871 $4.8M
Freedom Together Foundation 0.53% Reduce -80.1% 19,855 $4.8M
Bank Ozk 1.97% Reduce -7.2% 19,805 $4.7M
Kampmann Melissa S. 3.73% Reduce -10.2% 19,796 $4.7M
Intellectus Partners, LLC 1.05% Add +0.1% 19,795 $4.7M
Cobblestone Capital Advisors LLC 0.26% Add +1.0% 19,776 $4.7M
New Republic Capital, LLC 3.09% Add +2.5% 19,735 $4.7M
Tyche Wealth Partners LLC 1.00% Add +12.4% 19,709 $4.7M
Cove Private Wealth, LLC 2.91% Add +7.0% 19,698 $4.7M
Proquility Private Wealth Partners, LLC 1.52% Add +0.1% 19,680 $4.7M
Pure Financial Advisors, LLC 0.11% Reduce -0.3% 19,652 $4.7M
Integrated Investment Consultants, LLC 0.97% Reduce -51.1% 19,634 $4.7M
Wrapmanager Inc. 1.20% Reduce -5.2% 19,615 $4.7M
Kera Capital Partners, Inc. 1.35% — 19,600 $4.7M
Peachtree Investment Partners, LLC 1.76% Reduce -2.8% 19,578 $4.7M
Savvy Advisors, Inc. 0.56% Add +45.5% 19,566 $4.7M
Poehling Capital Management, INC. 1.15% Reduce -0.9% 19,558 $4.7M
Capstone Investment Advisors, LLC 0.06% Add +90.2% 19,451 $4.7M
Investment Partners, LTD. 1.92% Add +3.3% 19,415 $4.7M
Raab & Moskowitz Asset Management LLC 1.14% Add +12.2% 19,400 $4.7M
Spirepoint Private Client, LLC 0.58% Add +13.2% 19,396 $4.6M
Sculati Wealth Management, LLC 1.84% Reduce -1.9% 19,375 $4.6M
Raelipskie Partnership 2.31% Add +0.5% 19,368 $4.6M
Mirabaud & Cie SA 1.49% Reduce -4.3% 19,366 $4.6M
Lodestone Wealth Management LLC 2.33% Reduce -10.2% 19,354 $4.6M
Huber Capital Management LLC 0.92% No change 19,333 $4.6M
Opinicus Capital, Inc. 3.90% Reduce -0.8% 19,325 $4.6M
Ritter Daniher Financial Advisory LLC / DE 1.31% Reduce -1.4% 19,304 $4.6M
Brooklyn Investment Group 1.38% Add +4.3% 19,297 $4.6M
Adero Partners, LLC 0.30% Add +2.5% 19,278 $4.6M
Catalyst Financial Partners LLC 0.87% Add +1.4% 19,271 $4.6M
Harvey Investment Co. LLC 0.53% No change 19,266 $4.6M
Trinity Financial Advisors LLC 1.75% Reduce -0.9% 19,241 $4.6M
Advisor OS, LLC 0.53% Add +4.3% 19,249 $4.6M
FCG Investment Co 2.80% Add +5.6% 19,228 $4.6M
Lee Johnson Capital Management, LLC 2.43% Add +1.6% 19,228 $4.6M
Mayflower Financial Advisors, LLC 0.69% Reduce -0.9% 19,198 $4.6M
Wasatch Advisors LP 0.02% Reduce -5.1% 19,184 $4.6M
OneAscent Financial Services LLC 0.39% Add +12.7% 19,172 $4.6M
Fischer Financial Services, Inc. 1.45% — 19,173 $4.6M
Arax Advisory Partners 0.29% Add +99.6% 19,158 $4.6M
Guardian Investment Management 3.28% Reduce -2.5% 19,149 $4.6M
GTS Securities LLC 0.22% Add +213.6% 19,128 $4.6M
WMS Partners, LLC 0.26% Reduce -5.8% 19,114 $4.6M
Aljian Capital Management, LLC 0.99% Reduce -1.1% 19,068 $4.6M
Nvest Financial, LLC 2.32% Add +8.5% 19,065 $4.6M
St. Louis Trust Co 0.65% No change 19,040 $4.6M
Inspire Trust Co, N.A. 1.16% Reduce -1.6% 19,000 $4.6M
180 Wealth Advisors, LLC 0.71% Reduce -1.7% 18,996 $4.6M
Aaron Wealth Advisors LLC 0.53% Add +2.8% 18,973 $4.5M
Ethos Financial Group, LLC 0.60% Add +3.4% 18,765 $4.5M
Peak Planning Group, LLC 1.89% Add +0.7% 18,945 $4.5M
Miller Investment Management, LP 0.50% No change 18,935 $4.5M
Leisure Capital Management 1.78% Reduce -0.8% 18,919 $4.5M
Stoneridge Investment Partners LLC 1.62% Reduce -34.7% 18,917 $4.5M
White Pine Capital LLC 1.53% Reduce -0.0% 18,910 $4.5M
Quadcap Wealth Management, LLC 0.67% Reduce -4.7% 18,903 $4.5M
Sugarloaf Wealth Management, LLC 0.86% Reduce -13.5% 18,886 $4.5M
Magnolia Capital Advisors LLC 1.17% Add +56.4% 18,882 $4.5M
Gold Investment Management Ltd. 1.91% Reduce -1.6% 18,881 $4.5M
Tranquility Partners, LLC 1.70% Reduce -0.2% 18,814 $4.5M
Hedeker Wealth, LLC 1.13% Reduce -0.6% 18,862 $4.5M
Canton Hathaway, LLC 1.13% Reduce -0.3% 18,839 $4.5M
Missouri Trust & Investment Co 1.58% Reduce -0.5% 18,805 $4.5M
Catalyst Funds Management Pty Ltd 1.11% Reduce -0.5% 18,800 $4.5M
Schwarz Dygos Wheeler Investment Advisors LLC 1.11% Add +1.5% 18,777 $4.5M
Twin City Private Wealth, LLC 3.98% Reduce -0.6% 18,769 $4.5M
Affinity Wealth Management LLC 0.79% Add +4.0% 18,702 $4.5M
Arbor Trust Wealth Advisors, LLC 2.10% Reduce -0.7% 18,699 $4.5M
Argus Investors' Counsel, Inc. 2.99% Reduce -6.0% 18,667 $4.5M
Aureus Asset Management, LLC 0.29% Add +7.8% 18,655 $4.5M
Harold Davidson & Associates Inc. 2.14% — 18,637 $4.5M
Piscataqua Savings Bank 3.84% Reduce -2.8% 18,636 $4.5M
Oak Family Advisors, LLC 1.75% Add +1.0% 18,623 $4.5M
Moseley Investment Management Inc. 1.74% Add +1.1% 18,590 $4.5M
Denali Advisors LLC 0.47% Reduce -2.1% 18,570 $4.5M
United Advisor Group, LLC 0.88% Add +0.9% 18,561 $4.4M
Lighthouse Investment Partners, LLC 0.17% New 18,521 $4.4M
Huntleigh Advisors, Inc. 0.96% — 18,505 $4.4M
Good Life Advisors, LLC 0.32% Reduce -4.5% 18,468 $4.4M
1900 Wealth Management LLC 0.37% Reduce -11.7% 18,444 $4.4M
O'Dell Group, LLC 1.00% Reduce -5.2% 18,439 $4.4M
Processus Wealth & Capital Management, LLC 3.52% Reduce -3.1% 18,415 $4.4M
Holowesko Partners Ltd. 2.02% No change 18,400 $4.4M
Bell Bank 0.33% Add +2.0% 18,391 $4.4M
Chesapeake Asset Management LLC 4.10% Reduce -0.4% 18,342 $4.4M
Heartland Bank & Trust Co 2.39% Reduce -3.6% 18,341 $4.4M
Sawgrass Asset Management LLC 0.48% Reduce -4.0% 18,335 $4.4M
Wynn Capital, LLC 2.76% Reduce -3.1% 18,264 $4.4M
Winthrop Advisory Group LLC 0.53% Add +6.6% 18,259 $4.4M
Affinity Investment Advisors, LLC 3.64% Reduce -30.2% 18,246 $4.4M
Mather Group, Llc. 0.06% Add +1.4% 18,213 $4.4M
First United Bank & Trust 1.59% Reduce -0.6% 18,208 $4.4M
Goldstone Financial Group, LLC 0.68% Reduce -2.3% 18,207 $4.4M
Burke & Herbert Bank & Trust Co. 1.03% Reduce -0.8% 18,190 $4.4M
Archer Investment Corp 1.17% Add +0.0% 18,183 $4.4M
Walleye Capital LLC 0.05% Reduce -67.2% 18,179 $4.4M
Snider Financial Group 1.35% Reduce -0.2% 18,143 $4.3M
Founders Financial Securities LLC 0.39% No change 18,115 $4.3M
Tiemann Investment Advisors, LLC 1.93% Reduce -1.2% 18,110 $4.3M
Klingman & Associates, LLC 0.27% Reduce -33.6% 18,099 $4.3M
Outfitters Financial LLC 3.47% Reduce -3.2% 18,097 $4.3M
Oak Asset Management, LLC 1.60% Reduce -0.8% 18,067 $4.3M
Aspen Investment Management Inc 2.01% Reduce -0.8% 18,046 $4.3M
L.M. Kohn & Company 1.12% Reduce -0.1% 18,020 $4.3M
Moneco Advisors, LLC 0.46% Add +20.8% 18,016 $4.3M
Banco de Sabadell, S.A 3.38% Add +0.5% 17,972 $4.3M
Angeles Wealth Management, LLC 0.35% Add +21.7% 17,940 $4.3M
Venturi Wealth Management, LLC 0.21% Add +96.8% 17,934 $4.3M
Hanson & Doremus Investment Management 0.67% Add +6.9% 17,906 $4.3M
Aries Wealth Management 1.18% No change 17,893 $4.3M
BCGM Wealth Management, LLC 1.36% Reduce -12.4% 17,881 $4.3M
Guerra Pan Advisors, LLC 3.10% Add +0.2% 17,876 $4.3M
BTG Pactual Asset Management US LLC 0.55% Add +17.8% 17,870 $4.3M
Atlantic Edge Private Wealth Management, LLC 1.32% Add +0.5% 17,836 $4.3M
MeadowBrook Investment Advisors LLC 3.85% Reduce -1.5% 17,827 $4.3M
Stamos Capital Partners, L.P. 1.00% Reduce -34.9% 17,810 $4.3M
Forza Wealth Management, LLC 1.94% Add +0.3% 17,803 $4.3M
Continuum Advisory, LLC 0.55% Add +1.5% 17,795 $4.3M
Home Federal Bank of Tennessee 1.26% Reduce -2.6% 17,787 $4.3M
Crowley Wealth Management, Inc. 3.76% — 17,786 $4.3M
Worth Financial Advisory Group, LLC 2.61% Reduce -4.4% 17,715 $4.2M
Flow Traders U.S. LLC 0.17% New 17,679 $4.2M
Register Financial Advisors LLC 2.12% Reduce -3.0% 17,613 $4.2M
apricus wealth, LLC 2.74% Reduce -13.2% 17,608 $4.2M
Dover Advisors, LLC 2.42% Reduce -0.2% 17,600 $4.2M
Crescent Sterling, Ltd. 4.33% Reduce -3.8% 17,589 $4.2M
Investment Advisory Services Inc. /TX 1.49% Reduce -5.3% 17,587 $4.2M
Convergence Investment Partners, LLC 0.94% Reduce -15.7% 17,511 $4.2M
Ausdal Financial Partners, Inc. 0.36% Add +103.5% 17,497 $4.2M
Cetera Trust Company, N.A 2.72% Reduce -2.0% 17,486 $4.2M
CNB Bank 1.94% Reduce -0.7% 17,434 $4.2M
3Chopt Investment Partners, LLC 1.44% Add +0.4% 17,430 $4.2M
Smith, Moore & Co. 0.38% Reduce -3.4% 17,399 $4.2M
Van Cleef Asset Management,Inc 0.46% Reduce -1.8% 17,387 $4.2M
Hartford Funds Management Co LLC 0.38% Add +6.8% 17,378 $4.2M
WP Advisors, LLC 1.39% Add +0.6% 17,346 $4.2M
Glen Eagle Advisors, LLC 0.69% Add +2.9% 17,301 $4.1M
Benin Management CORP 1.14% Add +0.2% 17,264 $4.1M
Fulton Breakefield Broenniman LLC 0.30% Add +6.4% 17,249 $4.1M
Weil Company, Inc. 1.43% Reduce -9.9% 17,231 $4.1M
LRI Investments, LLC 0.39% No change 40,114 $4.1M
National Philanthropic Trust 0.06% Add +32.8% 17,166 $4.1M
Valley Brook Capital Group, Inc. 3.07% Add +0.1% 17,150 $4.1M
Sawyer & Company, Inc 1.51% Reduce -5.3% 17,050 $4.1M
NWF Advisory Services Inc. 0.60% Reduce -11.9% 17,033 $4.1M
Bull Street Advisors, LLC 1.97% Reduce -0.5% 17,021 $4.1M
Central Bank & Trust Co. 0.62% Reduce -8.5% 16,980 $4.1M
Phoenix Wealth Advisors 1.76% Reduce -2.6% 16,962 $4.1M
Portside Wealth Group, LLC 0.67% Add +8.3% 16,932 $4.1M
Marest Capital, LLC 3.27% Add +0.8% 16,899 $4.1M
Center for Financial Planning, Inc. 0.54% Reduce -3.1% 16,875 $4.0M
Wills Financial Group, Inc. 1.75% Add +5.6% 16,861 $4.0M
Wakefield Asset Management LLLP 1.36% Reduce -26.2% 16,854 $4.0M
KKM Financial LLC 1.68% Add +4.0% 16,854 $4.0M
Central Pacific Bank - Trust Division 0.55% Reduce -0.6% 16,847 $4.0M
Congress Park Capital LLC 1.47% Reduce -6.4% 16,833 $4.0M
Antonelli Financial Advisors, LLC 3.41% — 16,816 $4.0M
Game Plan Financial Advisors, LLC 2.13% Add +0.1% 16,781 $4.0M
Evelyn Partners Investment Management (Europe) Ltd 1.46% — 16,788 $4.0M
Townsend & Associates, Inc 0.41% Reduce -2.3% 15,298 $4.0M
Vision Financial Markets LLC 4.34% — 16,775 $4.0M
Princeton Capital Management LLC 1.24% Add +56.5% 16,761 $4.0M
Marion Wealth Management 1.06% Reduce -0.1% 16,748 $4.0M
Main Street Financial Solutions, LLC 0.40% Add +6.8% 16,746 $4.0M
Cordgrass Capital Advisors, LLC 1.16% Reduce -0.4% 16,711 $4.0M
JPL Wealth Management, LLC 1.15% — 16,703 $4.0M
Searle & Co. 1.16% Reduce -94.5% 16,688 $4.0M
Simplicity Wealth,LLC 0.83% Reduce -45.6% 16,679 $4.0M
Manchester Capital Management LLC 0.46% Reduce -17.5% 16,665 $4.0M
Condor Capital Management 0.35% Reduce -1.4% 16,654 $4.0M
Prudent Man Advisors, LLC 1.45% Reduce -9.7% 16,651 $4.0M
Slocum, Gordon & Co LLP 3.28% Reduce -0.6% 16,644 $4.0M
Watts Gwilliam & Co., LLC 0.84% Reduce -6.1% 16,406 $4.0M
Peoples Financial Services Corp. 1.84% Reduce -0.9% 16,613 $4.0M
Moser Wealth Advisors, LLC 2.07% Reduce -0.6% 16,584 $4.0M
Dillon & Associates Inc. 0.55% Add +0.1% 16,563 $4.0M
Impact Capital Partners LLC 1.41% — 16,564 $4.0M
Tandem Capital Management Corp. 2.12% Reduce -3.0% 16,553 $4.0M
Financial Engines Advisors L.L.C. 0.01% Add +98.6% 16,549 $4.0M
KP Management LLC 1.39% No change 16,527 $4.0M
Crews Bank & Trust 0.66% — 16,431 $3.9M
Nvwm, LLC 0.99% Reduce -2.6% 16,402 $3.9M
Wealth Alliance, LLC 0.47% Add +2.6% 16,380 $3.9M
First City Capital Management, Inc. 2.09% Reduce -1.2% 16,356 $3.9M
SG Americas Securities, LLC 0.02% Reduce -96.6% 16,351 $3.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.58% Add +0.1% 16,344 $3.9M
BKM Wealth Management, LLC 1.61% Add +6.1% 16,335 $3.9M
Quadrant Private Wealth Management, LLC 0.96% Reduce -0.7% 16,318 $3.9M
Eclectic Associates Inc. 1.16% Add +2.7% 16,315 $3.9M
FLC Capital Advisors 0.90% Reduce -14.4% 16,276 $3.9M
Optas, LLC 0.84% Add +1.8% 16,258 $3.9M
Sax Wealth Advisors, LLC 0.30% Add +20.7% 16,249 $3.9M
Trivant Custom Portfolio Group, LLC 2.27% Reduce -1.7% 16,199 $3.9M
Atlas Legacy Advisors, LLC 0.94% — 16,194 $3.9M
Waterloo Capital, L.P. 0.41% Reduce -4.3% 16,193 $3.9M
Cornell Pochily Investment Advisors, Inc. 1.35% Reduce -0.6% 16,171 $3.9M
Enterprise Financial Services Corp 2.15% Add +1.4% 16,143 $3.9M
Loudon Investment Management, LLC 2.20% Reduce -0.6% 16,128 $3.9M
Phillips Financial Management, LLC 0.30% Add +1.2% 16,100 $3.9M
Capital City Trust Co. 0.96% Add +16.6% 16,062 $3.9M
Commonwealth Financial Services, LLC 0.75% Add +5.3% 16,052 $3.8M
Ceeto Capital Group, LLC 1.41% Reduce -7.2% 16,032 $3.8M
Algert Global LLC 0.09% Add +11.8% 16,000 $3.8M
Town & Country Bank & Trust CO dba First Bankers Trust CO 1.49% Reduce -0.8% 15,963 $3.8M
Institute for Wealth Management, LLC. 0.48% Reduce -2.2% 15,957 $3.8M
Orleans Capital Management Corp. 2.14% Add +1.1% 13,903 $3.8M
TCI Wealth Advisors, Inc. 0.32% Reduce -2.3% 15,943 $3.8M
Galaxy Digital Capital Management GP LLC 2.78% — 15,865 $3.8M
Criterion Capital Advisors, LLC 2.39% No change 18,793 $3.8M
CFS Investment Advisory Services, LLC 0.34% Reduce -1.1% 15,814 $3.8M
Twelve Points Wealth Management LLC 1.08% Reduce -2.3% 15,736 $3.8M
Natural Investments, LLC 1.04% — 15,734 $3.8M
Keel Point, LLC 0.30% Add +1.7% 15,722 $3.8M
Counterweight Ventures, LLC 2.66% Add +1.2% 15,709 $3.8M
Castleark Management LLC 0.13% Reduce -51.1% 15,685 $3.8M
Northwest Bank & Trust Co 2.77% Reduce -0.3% 15,018 $3.8M
Martin & Co. Inc. 0.93% Reduce -3.6% 15,587 $3.7M
Holistic Financial Partners 1.85% Add +0.9% 15,573 $3.7M
Hudson Value Partners, LLC 1.39% Add +3.9% 15,565 $3.7M
Delta Financial Advisors LLC 1.39% Add +0.2% 15,552 $3.7M
Aprio Wealth Management, LLC 0.54% Add +8.6% 15,545 $3.7M
First Commonwealth Financial Corp 0.88% Add +9.1% 15,542 $3.7M
Segment Wealth Management, LLC 0.25% Add +1.1% 15,534 $3.7M
Ramirez Asset Management, Inc. 0.75% No change 15,527 $3.7M
All Terrain Financial Advisors, LLC 1.45% Add +1.1% 15,522 $3.7M
Chilton Investment Co. Inc. 0.10% Add +0.5% 15,520 $3.7M
CGN Advisors LLC 0.36% Reduce -14.4% 15,494 $3.7M
Secure Asset Management, LLC 0.56% Add +0.6% 15,493 $3.7M
Chung Wu Investment Group, LLC 3.73% — 15,467 $3.7M
TriaGen Wealth Management LLC 1.25% Reduce -0.1% 15,452 $3.7M
Chatham Capital Group, Inc. 0.61% Reduce -0.2% 15,435 $3.7M
Dumont & Blake Investment Advisors LLC 0.99% Reduce -13.3% 15,431 $3.7M
Permanens Capital L.P. 0.71% No change 15,429 $3.7M
Meriwether Wealth & Planning, LLC 2.63% — 15,383 $3.7M
Regal Investment Advisors LLC 0.28% Reduce -6.7% 15,356 $3.7M
LS Investment Advisors, LLC 0.54% Add +2.7% 15,314 $3.7M
Ironwood Financial, llc 0.77% Reduce -0.1% 15,293 $3.7M
McCarter Private Wealth Services LLC 2.32% Reduce -1.7% 15,231 $3.7M
Grey Ledge Advisors, LLC 0.94% Reduce -0.5% 15,218 $3.6M
Pinnacle West Asset Management, Inc. 2.61% Reduce -1.6% 15,215 $3.6M
Ullmann Wealth Partners Group, LLC 0.47% Add +1.5% 15,192 $3.6M
Sfmg, LLC 0.29% Reduce -1.8% 15,171 $3.6M
Alteri Wealth LLC 1.00% — 15,150 $3.6M
FWL Investment Management, LLC 1.32% Add +2.7% 15,144 $3.6M
Aberdeen Wealth Management LLC 2.49% Reduce -1.9% 15,133 $3.6M
Invst, LLC 0.44% Add +0.6% 15,128 $3.6M
Proficio Capital Partners LLC 0.29% Add +48.2% 15,097 $3.6M
Blue Capital, Inc. 2.55% — 15,070 $3.6M
Boit C F David 1.81% No change 15,051 $3.6M
Sutton Place Investors LLC 2.09% Add +1.5% 15,047 $3.6M
MJP Associates Inc. 0.65% Add +3.7% 15,015 $3.6M
EULAV Asset Management 0.09% No change 15,003 $3.6M
Bleichroeder LP 0.91% No change 15,000 $3.6M
Delta Asset Management LLC 0.32% Reduce -1.6% 14,976 $3.6M
Pinnacle Wealth Planning Services, Inc. 0.54% Reduce -16.2% 14,964 $3.6M
Cornerstone Advisory, LLC 0.41% Add +3.3% 12,966 $3.6M
Convergence Financial, LLC 0.71% Add +2.1% 14,950 $3.6M
Advus Financial Partners, LLC 1.01% Add +4.4% 14,922 $3.6M
New Vernon Investment Management LLC 4.72% Add +2550.6% 112,729 $3.6M
Canopy Partners, LLC 1.36% Add +24.8% 14,911 $3.6M
Flavin Financial Services, Inc. 3.40% — 14,907 $3.6M
Krilogy Financial LLC 0.24% Add +2.0% 14,863 $3.6M
Accent Capital Management, LLC 2.03% Add +0.0% 14,863 $3.6M
Royal Harbor Partners, LLC 1.34% Reduce -4.5% 14,859 $3.6M
Cynosure Group, LLC 0.53% Reduce -15.6% 14,811 $3.6M
Point Windward Advisors Inc. 1.33% Reduce -21.6% 14,803 $3.5M
Bremer Bank National Association 0.70% Reduce -8.8% 14,799 $3.5M
Titleist Asset Management, LLC 0.41% Add +9.8% 14,764 $3.5M
Prestige Wealth Management Group LLC 0.73% Add +2.1% 14,730 $3.5M
Aull & Monroe Investment Management Corp 1.80% Reduce -3.8% 14,719 $3.5M
Turn8 Private Wealth Inc. 2.51% — 14,690 $3.5M
Vectors Research Management, LLC 1.20% Reduce -11.5% 14,666 $3.5M
Banco BTG Pactual S.A. 0.82% Add +543.0% 14,647 $3.5M
Crux Wealth Advisors 1.96% — 14,657 $3.5M
Weik Capital Management 1.43% Reduce -1.7% 14,630 $3.5M
KLCM Advisors, Inc. 0.41% Add +5.4% 14,623 $3.5M
Weaver Capital Management LLC 0.99% Reduce -2.1% 14,616 $3.5M
Pekin Hardy Strauss, Inc. 0.45% Reduce -5.4% 14,592 $3.5M
Catherine Avery Investment Management LLC 3.08% — 14,576 $3.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.29% Reduce -0.2% 12,903 $3.5M
Jackson Hole Capital Partners, LLC 0.70% Reduce -0.7% 14,533 $3.5M
Richards, Merrill & Peterson, Inc. 1.82% — 14,517 $3.5M
Roof Eidam Maycock Peralta, LLC 0.90% Reduce -8.6% 14,494 $3.5M
Mattson Financial Services, LLC 1.10% Reduce -10.4% 16,451 $3.5M
Beck Capital Management, LLC 0.92% Add +1.1% 14,465 $3.5M
Boltwood Capital Management 1.06% Add +0.3% 14,450 $3.5M
Rockingstone Advisors LLC 1.53% Add +1.3% 14,447 $3.5M
Mb, Levis & Associates, LLC 1.73% Reduce -0.6% 14,413 $3.5M
Hager Investment Management Services, LLC 2.15% — 14,390 $3.4M
Benedict Financial Advisors Inc. 0.84% Add +3.0% 14,380 $3.4M
Annis Gardner Whiting Capital Advisors, LLC 0.96% Reduce -1.9% 14,369 $3.4M
Colonial River Investments, LLC 1.67% Add +3.6% 14,354 $3.4M
G&S Capital LLC 1.42% Reduce -4.3% 14,351 $3.4M
Orca Wealth Management, LLC 3.10% — 14,349 $3.4M
Hartline Investment Corp./ 0.39% Add +2.0% 14,337 $3.4M
Paradigm Capital Management, LLC 3.25% Reduce -0.3% 14,304 $3.4M
SWS Partners 1.04% Reduce -1.5% 14,302 $3.4M
Jeppson Wealth Management, LLC 1.24% Reduce -0.1% 14,269 $3.4M
First Dallas Securities Inc. 1.39% Reduce -0.3% 14,267 $3.4M
Ranch Capital Advisors Inc. 1.61% Add +0.6% 14,256 $3.4M
Integral Investment Advisors, Inc. 1.11% Add +0.7% 14,245 $3.4M
Evelyn Partners Investment Management Services Ltd 0.60% — 14,245 $3.4M
Southland Equity Partners LLC 0.79% Add +10.7% 14,240 $3.4M
Empirical Asset Management, LLC 1.13% Add +862.8% 212,034 $3.4M
GS Investments, Inc. 1.54% Reduce -4.0% 14,225 $3.4M
Two Sigma Investments, LP 0.01% No change 14,200 $3.4M
Generali Investments, Management Co LLC 0.88% — 14,192 $3.4M
Kesler, Norman & Wride, LLC 0.73% Add +19.1% 14,184 $3.4M
Monument Capital Management 0.94% Add +0.8% 14,168 $3.4M
Brady Family Wealth, LLC 1.04% Reduce -0.4% 14,165 $3.4M
Kiley Juergens Wealth Management, LLC 0.85% Reduce -0.4% 14,138 $3.4M
Chapman Financial Group, LLC 2.72% — 14,127 $3.4M
Greenline Partners, LLC 0.47% Reduce -1.2% 14,101 $3.4M
China Universal Asset Management Co., Ltd. 0.32% Add +36.5% 14,087 $3.4M
Lafayette Investments, Inc. 0.72% Reduce -0.2% 14,068 $3.4M
Account Management LLC 3.95% Reduce -28.5% 14,063 $3.4M
Hudson Canyon Capital Management 2.19% Reduce -1.2% 14,038 $3.4M
James J. Burns & Company, LLC 0.58% Add +90.8% 14,037 $3.4M
OPTIMAS CAPITAL Ltd 4.53% New 14,000 $3.4M
Ballast, Inc. 0.96% Reduce -3.0% 13,994 $3.4M
Biltmore Family Office, LLC 0.56% Reduce -1.6% 13,991 $3.4M
Shaker Investments LLC 1.40% Reduce -0.8% 13,979 $3.4M
Catalina Capital Group, LLC 1.10% Add +4.0% 13,960 $3.3M
Mount Lucas Management LP 1.16% Reduce -7.1% 13,937 $3.3M
Twin Lakes Capital Management, LLC 2.14% Add +0.3% 13,932 $3.3M
GoalVest Advisory LLC 0.92% Reduce -2.0% 13,922 $3.3M
Sittner & Nelson, LLC 1.45% Reduce -6.3% 13,914 $3.3M
LYNX Capital Group Ltd. 1.92% Reduce -1.3% 13,910 $3.3M
Bedell Frazier Investment Counselling, LLC 0.83% Add +1.0% 13,908 $3.3M
Eads & Heald Wealth Management 1.64% Reduce -4.3% 13,905 $3.3M
Alaethes Wealth, LLC 1.19% Add +0.7% 13,893 $3.3M
Arlington Trust Co LLC 0.70% Add +2.7% 13,890 $3.3M
Gladius Capital Management LP 1.91% Reduce -8.7% 13,877 $3.3M
Insight Inv LLC 2.32% Add +4.8% 13,872 $3.3M
Grandview Asset Management LLC 1.22% Reduce -2.5% 13,873 $3.3M
Cerro Pacific Wealth Advisors LLC 1.10% Reduce -1.2% 15,751 $3.3M
Cornerstone Planning, LLC 1.27% — 13,834 $3.3M
ORG Partners LLC 0.46% Add +16.3% 13,776 $3.3M
Abundance Wealth Counselors 0.72% Add +0.4% 13,768 $3.3M
Plante Moran Financial Advisors, LLC 0.27% Reduce -41.0% 13,756 $3.3M
Onyx Bridge Wealth Group LLC 0.47% Reduce -0.3% 13,729 $3.3M
Marshall Investment Management, LLC 1.93% — 15,568 $3.3M
HF Advisory Group, LLC 1.51% Add +8.6% 13,677 $3.3M
Highview Capital Management LLC 1.25% Add +16.1% 13,623 $3.3M
Lantern Wealth Advisors, LLC 2.12% Add +0.3% 13,613 $3.3M
Vestmark Advisory Solutions, Inc. 0.11% Add +26.2% 13,612 $3.3M
Carl P. Sherr & Co., LLC 1.71% Reduce -0.3% 13,609 $3.3M
Greenwich Wealth Management LLC 0.23% Add +6.4% 13,583 $3.3M
Weatherly Asset Management L. P. 0.29% Reduce -0.7% 13,567 $3.3M
NORTHSTAR ASSET MANAGEMENT Co 0.75% No change 13,565 $3.3M
Davidson Trust Co. 1.66% Reduce -0.8% 13,458 $3.2M
Gleason Group, Inc. 0.57% Reduce -5.4% 13,432 $3.2M
WBH Advisory Inc. 0.30% Add +12.7% 13,409 $3.2M
Brasada Capital Management, LP 0.57% Add +12.2% 13,159 $3.2M
Wealth Alliance Advisory Group, LLC 0.68% Reduce -1.0% 13,397 $3.2M
Etesian Wealth Advisors, Inc. 1.42% Reduce -2.9% 13,377 $3.2M
Brendel Financial Advisors LLC 1.94% Reduce -0.1% 13,374 $3.2M
Alexander Randolph Advisory, Inc. 2.97% Reduce -2.0% 13,359 $3.2M
Verus Capital Partners, LLC 0.31% Reduce -4.7% 13,358 $3.2M
KPP Advisory Services LLC 0.75% Add +1.6% 13,350 $3.2M
Corundum Group, Inc. 1.19% Add +31.5% 13,323 $3.2M
Aft, Forsyth & Sober, LLC 1.03% No change 13,300 $3.2M
World Equity Group, Inc. 0.68% Add +99.7% 13,296 $3.2M
MCF Advisors LLC 0.22% Add +3.4% 13,289 $3.2M
Castle Rock Wealth Management, LLC 0.76% Reduce -1.9% 11,516 $3.2M
Asahi Life Asset Management Co., LTD. 1.94% Reduce -17.8% 13,276 $3.2M
Second Half Financial Partners, LLC 1.55% Reduce -2.2% 13,246 $3.2M
FWG Holdings, LLC 1.52% Add +5.6% 11,890 $3.2M
Aviso Financial Inc. 0.16% Add +11.4% 13,229 $3.2M
Diversified Enterprises, LLC 0.30% Add +14.8% 13,217 $3.2M
Cim Investment Management Inc. 0.93% Add +0.2% 13,214 $3.2M
Traphagen Investment Advisors LLC 0.32% Add +1.3% 13,214 $3.2M
Gerber Kawasaki Wealth & Investment Management 0.14% Add +1.6% 13,207 $3.2M
Court Place Advisors, LLC 1.02% Reduce -16.0% 13,141 $3.2M
Dagco, Inc. 1.04% Add +10.8% 13,127 $3.1M
Centric Wealth Management 0.85% Add +83.2% 13,113 $3.1M
Prosperitas Financial LLC 1.59% Add +3.6% 13,103 $3.1M
Highline Wealth Partners LLC 1.03% Add +0.2% 13,099 $3.1M
Clear Creek Financial Management, LLC 0.34% Reduce -10.9% 13,099 $3.1M
Stillwater Wealth Management Group 2.81% — 13,072 $3.1M
Fragasso Financial Advisors Inc 0.24% Add +2.7% 13,071 $3.1M
FSB Premier Wealth Management, Inc. 1.25% Add +7.5% 13,052 $3.1M
Chapman Investment Management, LLC 2.33% No change 13,047 $3.1M
LMG Wealth Partners, LLC 0.68% Add +0.7% 13,045 $3.1M
Zions Bancorporation, N.A. 0.20% Add +16.9% 13,041 $3.1M
Tradition Wealth Management, LLC 0.28% Add +2.5% 13,027 $3.1M
Jump Financial, LLC 0.07% Add +211.8% 13,013 $3.1M
Sierra Summit Advisors LLC 0.63% Reduce -7.9% 13,004 $3.1M
Ulysses Management LLC 0.72% No change 13,000 $3.1M
Resolute Wealth Strategies, LLC 1.60% Reduce -9.4% 12,982 $3.1M
Quent Capital, LLC 0.32% Reduce -0.6% 12,963 $3.1M
Quotient Wealth Partners, LLC 0.10% Add +0.9% 12,954 $3.1M
Norris Perne & French LLP 0.22% Reduce -0.6% 12,946 $3.1M
Optimum Investment Advisors 1.37% Reduce -1.7% 12,926 $3.1M
GWN Securities Inc. 0.83% — 11,823 $3.1M
Legacy Wealth Management, LLC / MS 1.23% Reduce -2.1% 12,893 $3.1M
Falcon Wealth Planning 0.34% Add +0.2% 12,887 $3.1M
Golden State Wealth Management, LLC 0.46% — 12,871 $3.1M
Schear Investment Advisers, LLC 1.64% Add +5.9% 12,860 $3.1M
Signature Wealth Management Partners, LLC 2.12% Add +0.6% 12,850 $3.1M
Wulff, Hansen & Co. 2.91% Reduce -0.1% 12,841 $3.1M
Marvin & Palmer Associates Inc. 2.34% Reduce -0.7% 12,799 $3.1M
Winthrop Capital Management, LLC 0.82% Add +4.9% 12,807 $3.1M
BankPlus Trust Department 1.00% — 12,776 $3.1M
Purus Wealth Management, LLC 1.21% Add +3.9% 12,741 $3.1M
Burford Brothers, Inc. 1.50% Add +0.4% 12,724 $3.0M
PYA Waltman Capital, LLC 0.98% Add +0.0% 12,719 $3.0M
Union Savings Bank 1.50% Reduce -2.0% 12,715 $3.0M
Kenora Financial, LLC 1.21% Add +1.7% 12,681 $3.0M
Guardian Capital LP 0.11% Reduce -7.3% 12,669 $3.0M
Aire Advisors, LLC 0.62% Add +4.0% 12,650 $3.0M
Virtus Wealth Solutions LLC 0.71% — 12,621 $3.0M
Birmingham Capital Management Co. Inc. 1.12% Reduce -7.5% 12,602 $3.0M
Acorn Wealth Advisors, LLC 1.25% Reduce -0.4% 12,595 $3.0M
Morangie Management LLC 2.46% — 12,592 $3.0M
LVM Capital Management Ltd. 0.32% Add +0.2% 12,584 $3.0M
Neumann Capital Management, LLC 1.00% Reduce -1.2% 12,520 $3.0M
PGIM Custom Harvest LLC 0.06% Reduce -14.3% 12,491 $3.0M
Heritage Wealth Advisors 0.15% Reduce -1.3% 12,469 $3.0M
Roman Butler Fullerton & Co. 0.95% Reduce -4.8% 11,242 $3.0M
Bath Savings Trust Co 0.30% Reduce -0.0% 12,453 $3.0M
Cozad Asset Management Inc. 0.28% Add +3.1% 12,434 $3.0M
YANKCOM Partnership 1.59% — 12,424 $3.0M
Marble Harbor Investment Counsel, LLC 0.33% Reduce -0.6% 12,407 $3.0M
Correct Capital Wealth Management 0.59% Add +6.2% 12,383 $3.0M
Allred Capital Management, LLC 1.15% Reduce -8.5% 12,374 $3.0M
Landscape Capital Management, L.L.C. 0.31% Reduce -43.0% 12,373 $3.0M
Zhang Financial LLC 0.17% Add +15.1% 12,369 $3.0M
Valley National Advisers Inc. 0.53% Reduce -3.9% 12,361 $3.0M
Peoples Bank 2.05% Reduce -1.5% 12,354 $3.0M
S.E.E.D. Planning Group LLC 0.99% Reduce -4.8% 12,341 $3.0M
Millstone Evans Group, LLC 2.02% — 12,340 $3.0M
Insight Wealth Strategies, LLC 0.40% Reduce -0.6% 12,326 $3.0M
Berger Financial Group, Inc 0.20% Add +0.9% 12,298 $2.9M
Gallagher Capital Advisors, LLC 2.15% — 12,281 $2.9M
Audent Global Asset Management, LLC 1.91% Add +91.9% 12,256 $2.9M
One Charles Private Wealth Services, LLC 0.99% Add +0.6% 12,254 $2.9M
Ellerson Group Inc. 2.14% Reduce -4.0% 12,228 $2.9M
Capital Management Associates 3.44% Reduce -6.3% 12,202 $2.9M
Aristotle Capital Management, LLC 0.01% Reduce -0.3% 12,177 $2.9M
Fortem Financial Group, LLC 1.13% Add +2.8% 12,174 $2.9M
Nicholas Hoffman & Company, LLC. 0.12% Reduce -6.0% 12,144 $2.9M
U S Wealth Group, Llc. 2.20% — 12,143 $2.9M
Financial Advisors, LLC 0.56% No change 12,128 $2.9M
Meadow Creek Wealth Advisors LLC 2.09% Reduce -2.9% 12,105 $2.9M
BlackDiamond Wealth Management, LLC 1.67% Add +3.0% 12,080 $2.9M
Lebenthal Global Advisors, LLC 0.53% Add +29.7% 12,076 $2.9M
Fort Point Capital Partners LLC 0.32% Add +3.8% 12,041 $2.9M
Park Edge Advisors, LLC 0.84% Add +3.0% 12,040 $2.9M
Canvas Wealth Advisors, LLC 0.72% Add +1.8% 12,039 $2.9M
LCNB Corp. 1.05% Reduce -2.1% 12,034 $2.9M
Fortitude Family Office, LLC 1.03% Add +15.6% 12,004 $2.9M
Revolve Wealth Partners, LLC 0.42% Reduce -3.9% 11,997 $2.9M
Eagle Bluffs Wealth Management LLC 1.54% Reduce -4.8% 11,983 $2.9M
Park Place Capital Corp 0.80% Add +11.4% 11,963 $2.9M
First National Bank of Hutchinson 1.73% Add +18.6% 11,962 $2.9M
First Financial Corp. 1.33% Add +3.2% 11,912 $2.9M
Kingstone Capital Partners Texas, LLC 2.32% — 11,912 $2.9M
Aldebaran Capital, LLC 2.72% No change 11,907 $2.9M
Quantessence Capital LLC 1.17% — 11,905 $2.9M
Advisory Alpha, LLC 0.10% Add +0.0% 11,886 $2.8M
Blue Square Asset Management, LLC 1.42% Add +2.5% 11,882 $2.8M
Cliftonlarsonallen Wealth Advisors, LLC 0.06% Add +0.7% 11,873 $2.8M
Iams Wealth Management, LLC 1.30% Add +1.0% 11,851 $2.8M
Lindenwold Advisors, INC 1.52% Reduce -2.6% 11,844 $2.8M
Wealth Management Partners, LLC 1.22% Add +5.0% 11,818 $2.8M
Martin Capital Partners, LLC 3.35% Reduce -58.1% 11,770 $2.8M
Brady Martz Wealth Solutions, LLC 0.68% — 11,398 $2.8M
Byrne Asset Management LLC 2.30% Reduce -3.1% 11,731 $2.8M
BOS Asset Management, LLC 1.01% Add +2.6% 11,726 $2.8M
Belmont Capital, LLC 0.46% Reduce -0.1% 11,720 $2.8M
Kennebec Savings Bank 2.83% Reduce -2.8% 11,488 $2.8M
HMS Capital Management, LLC 1.36% Reduce -0.2% 11,701 $2.8M
Axecap Investments, LLC 2.10% Add +9.1% 11,651 $2.8M
River Global Investors LLP 0.54% Reduce -43.6% 11,619 $2.8M
Auxano Advisors, LLC 0.70% Add +1.2% 11,624 $2.8M
Aft, Forsyth & Company, Inc. 1.37% Reduce -1.6% 11,618 $2.8M
Wernau Asset Management Inc. 2.69% — 11,595 $2.8M
Harel Insurance Investments & Financial Services Ltd. 0.05% Add +16.0% 11,577 $2.8M
Morton Capital Management LLC 0.52% Add +0.0% 11,574 $2.8M
Granite Group Advisors, LLC 1.77% Reduce -8.0% 11,560 $2.8M
Stanley-Laman Group, Ltd. 0.39% Add +1.2% 11,546 $2.8M
Pinnacle Holdings, LLC 1.20% Reduce -6.0% 11,515 $2.8M
Camarda Financial Advisors, LLC 1.04% Reduce -2.0% 11,508 $2.8M
TradeWell Securities, LLC. 1.43% — 11,504 $2.8M
CTC LLC 0.28% Reduce -34.4% 11,461 $2.7M
Tyler-Stone Wealth Management 0.49% Add +14.0% 11,460 $2.7M
Paces Ferry Wealth Advisors, LLC 1.33% Reduce -0.3% 11,455 $2.7M
Mainstay Capital Management LLC 0.42% Add +3.8% 11,448 $2.7M
Vivid Wealth Management, LLC 1.39% Reduce -2.4% 11,441 $2.7M
Palumbo Wealth Management LLC 1.02% Add +2.0% 11,412 $2.7M
Cranbrook Wealth Management, LLC 0.63% Add +1.7% 11,396 $2.7M
BSW Wealth Partners 0.40% Reduce -4.2% 11,390 $2.7M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.55% Add +36.3% 11,383 $2.7M
Interchange Capital Partners, LLC 0.99% Reduce -6.0% 11,379 $2.7M
MGB Wealth Management, LLC 0.85% Add +4.7% 11,368 $2.7M
Old Mission Investment Co LLC 0.81% Add +13.0% 11,353 $2.7M
Lee Financial Co 0.38% Add +2.1% 11,326 $2.7M
Callan Capital, LLC 0.20% Add +8.7% 11,311 $2.7M
Amplius Wealth Advisors, LLC 0.28% Reduce -8.6% 11,298 $2.7M
Baker Tilly Wealth Management, LLC 1.06% Add +4.2% 11,285 $2.7M
Pinnacle Wealth Management Group, Inc. 1.68% Add +0.2% 11,277 $2.7M
Okabena Investment Services Inc. 0.75% Add +3.2% 11,272 $2.7M
Waddell & Associates, LLC 0.28% Reduce -5.0% 11,260 $2.7M
St. Johns Investment Management Company, LLC 1.25% Add +2.3% 11,239 $2.7M
Total Clarity Wealth Management, Inc. 0.88% Add +1.3% 11,235 $2.7M
Schrum Private Wealth Management LLC 2.28% Add +3.3% 11,235 $2.7M
Aspetuck Financial Management LLC 2.10% — 11,234 $2.7M
CVA Family Office, LLC 0.43% Add +4.7% 11,207 $2.7M
West Paces Advisors Inc. 0.66% Reduce -1.7% 11,200 $2.7M
Exchange Bank 2.15% Add +0.2% 11,170 $2.7M
Finivi Inc. 2.14% Add +4.8% 11,147 $2.7M
Continental Advisors LLC 2.03% Reduce -11.9% 11,135 $2.7M
Tempus Wealth Planning, LLC 0.81% Add +5.6% 11,121 $2.7M
Sonata Capital Group Inc. 1.10% Add +0.5% 11,096 $2.7M
Aldebaran Financial Inc. 3.11% Add +0.8% 11,107 $2.7M
Astoria Portfolio Advisors LLC. 0.95% Add +1.0% 10,737 $2.7M
44 Wealth Management LLC 1.02% Reduce -4.9% 11,084 $2.7M
Diligent Investors, LLC 0.61% Add +0.0% 11,073 $2.7M
Breakwater Capital Group 0.53% Reduce -0.2% 11,057 $2.7M
Northern Financial Advisors Inc 2.12% Reduce -2.0% 11,056 $2.7M
Financial Management Professionals, Inc. 0.33% Add +3.3% 11,049 $2.6M
Orrstown Financial Services Inc. 0.71% Reduce -1.1% 11,026 $2.6M
Wolff Wiese Magana LLC 1.75% Reduce -9.9% 11,009 $2.6M
Legato Capital Management LLC 0.34% No change 10,985 $2.6M
VCI Wealth Management LLC 1.12% Add +12.0% 10,981 $2.6M
Consilium Wealth Advisory, LLC 1.25% Reduce -28.0% 10,963 $2.6M
Walled Lake Planning & Wealth Management, LLC 0.97% Add +31.0% 10,916 $2.6M
Shum Financial Group, Inc. 2.26% Reduce -3.1% 10,906 $2.6M
FSM Wealth Advisors, LLC 0.64% Add +3.7% 10,278 $2.6M
WealthBridge Capital Management, LLC 0.73% Reduce -1.0% 10,898 $2.6M
Cacti Asset Management LLC 0.20% Reduce -1.8% 10,910 $2.6M
Arcataur Capital Management LLC 0.88% Reduce -2.5% 10,890 $2.6M
Fortune Financial Advisors, LLC 2.37% Add +1.2% 10,886 $2.6M
American Investment Services, Inc. 0.46% Reduce -5.7% 10,884 $2.6M
Hazlett, Burt & Watson, Inc. 1.15% Reduce -2.4% 10,865 $2.6M
Cornercap Investment Counsel Inc. 0.84% Reduce -3.4% 10,875 $2.6M
Greater Midwest Financial Group, LLC 1.65% Add +3.9% 10,873 $2.6M
Birinyi Associates Inc. 0.72% Reduce -2.7% 10,861 $2.6M
Hunter Associates Investment Management LLC 0.40% Add +2.3% 10,842 $2.6M
Spreng Capital Management, Inc. 1.16% Reduce -0.2% 10,851 $2.6M
First Citizens Financial Corp 1.41% Add +3.4% 10,851 $2.6M
Passumpsic Savings Bank 1.62% Add +0.9% 10,849 $2.6M
Letson Investment Management, Inc. 1.05% Reduce -0.4% 10,849 $2.6M
Vega Investment Solutions 2.14% — 10,847 $2.6M
DMKC Advisory Services, LLC 2.36% — 10,840 $2.6M
Bigelow Investment Advisors, LLC 1.22% Reduce -5.2% 10,838 $2.6M
Gilbert & Cook, Inc. 0.36% Add +1.6% 10,800 $2.6M
Blodgett Wealth Advisors, LLC 2.02% Reduce -4.4% 10,762 $2.6M
High Net Worth Advisory Group LLC 0.72% Reduce -14.3% 10,755 $2.6M
Hilltop National Bank 0.78% Reduce -1.8% 10,752 $2.6M
Schonfeld Strategic Advisors LLC 0.02% Reduce -27.5% 10,751 $2.6M
Select Asset Management & Trust 0.99% No change 10,680 $2.6M
TBH Global Asset Management, LLC 0.60% Add +1.0% 10,652 $2.6M
First Bank & Trust 0.49% Reduce -0.9% 10,639 $2.6M
626 Financial, LLC 1.37% Reduce -2.1% 10,634 $2.5M
Balboa Wealth Partners 0.58% Add +0.6% 10,629 $2.5M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 2.50% — 10,614 $2.5M
Summit Financial Wealth Advisors, LLC 0.50% Reduce -0.5% 9,534 $2.5M
CRA Financial Services, LLC 0.44% Add +4.5% 10,597 $2.5M
Keudell/Morrison Wealth Management 0.66% Reduce -0.5% 10,589 $2.5M
Faithward Advisors, LLC 0.43% Reduce -6.2% 10,589 $2.5M
Trillium Asset Management, LLC 0.07% Reduce -2.9% 10,587 $2.5M
Channel Wealth LLC 0.83% Reduce -23.4% 10,587 $2.5M
Chesapeake Wealth Management 0.87% Reduce -1.9% 10,584 $2.5M
Windsor Capital Management, LLC 0.75% Reduce -4.1% 10,583 $2.5M
Perpetual Ltd 0.03% Reduce -7.7% 10,582 $2.5M
Crescent Grove Advisors, LLC 0.25% Add +20.4% 10,578 $2.5M
Corrado Advisors, LLC 1.65% Reduce -16.8% 10,575 $2.5M
Strong Tower Advisory Services 0.66% Add +3.5% 10,560 $2.5M
Oder Investment Management, LLC 2.11% Reduce -2.0% 10,550 $2.5M
Kidder Stephen W 0.76% Add +1.3% 10,540 $2.5M
Vicus Capital 0.22% Add +11.0% 10,538 $2.5M
Cypress Wealth Services, LLC 0.51% Add +5.5% 10,528 $2.5M
Summit Financial Strategies, Inc. 0.28% Reduce -2.1% 10,503 $2.5M
Kapstone Financial Advisors LLC 1.34% Reduce -3.5% 9,423 $2.5M
My Legacy Advisors, LLC 0.97% Add +2.9% 9,948 $2.5M
Wealth Architects, LLC 0.28% Add +0.6% 10,467 $2.5M
Lakeshore Financial Planning, Inc. 1.07% Reduce -2.5% 10,463 $2.5M
Saxon Interests, Inc. 1.10% Add +8.7% 10,456 $2.5M
Sentry Investment Management LLC 1.19% Reduce -21.8% 10,454 $2.5M
Peoples Bank 1.47% Reduce -15.7% 10,439 $2.5M
Vista Investment Partners LLC 0.78% Reduce -2.6% 10,421 $2.5M
Capital Advisors, Ltd. LLC 0.31% Add +0.3% 10,418 $2.5M
Hemenway Trust Co LLC 0.20% Reduce -1.1% 10,409 $2.5M
1620 Investment Advisors, Inc. 1.94% Reduce -1.6% 10,407 $2.5M
IMS Capital Management 1.16% Reduce -0.4% 10,405 $2.5M
InTrack Investment Management Inc 1.74% Reduce -4.7% 10,058 $2.5M
Evergreen Wealth Management, LLC 1.47% Add +1.9% 10,368 $2.5M
Applied Capital LLC 1.95% Reduce -0.7% 10,365 $2.5M
Silicon Valley Capital Partners 0.28% Add +1.9% 10,360 $2.5M
GKV Capital Management Co., Inc. 1.01% — 10,358 $2.5M
Stableford Capital II LLC 0.98% Reduce -1.8% 10,337 $2.5M
Oak Hill Wealth Advisors, LLC 0.59% — 10,332 $2.5M
Trust Investment Advisors 1.58% Add +4.4% 10,331 $2.5M
Armstrong, Fleming & Moore, Inc 1.50% No change 10,317 $2.5M
HHM Wealth Advisors, LLC 0.34% Add +55.2% 10,303 $2.5M
Cookson Peirce & Co. Inc. 0.11% Add +27.5% 10,286 $2.5M
CFO4Life Group, LLC 0.43% Add +2.2% 10,279 $2.5M
Farrow Financial, Inc. 1.60% Reduce -4.0% 10,285 $2.5M
Matrix Private Capital Group LLC 1.40% No change 10,268 $2.5M
Donald L. Hagan, LLC 1.28% Reduce -4.6% 10,259 $2.5M
Sovran Advisors, LLC 0.35% — 9,902 $2.5M
Godshalk Welsh Capital Management, Inc. 1.58% Reduce -1.2% 10,220 $2.4M
Capital Advisors Wealth Management, LLC 0.44% Add +20.5% 10,219 $2.4M
MWA Asset Management 1.63% Reduce -0.3% 10,215 $2.4M
PCG Asset Management, LLC 2.15% — 10,206 $2.4M
Net Worth Advisory Group 0.74% Reduce -0.1% 10,180 $2.4M
Matrix Trust Co 0.42% Add +0.4% 10,179 $2.4M
Money Concepts Capital Corp. 0.18% Reduce -10.6% 10,175 $2.4M
Elmwood Wealth Management, Inc. 0.98% Add +0.1% 10,164 $2.4M
Ignite Planners, LLC 0.53% Add +0.8% 9,994 $2.4M
Wellment Financial 3.05% — 10,139 $2.4M
Sage Rhino Capital LLC 0.53% Reduce -0.5% 10,134 $2.4M
Focused Wealth Management, Inc 0.33% Add +0.5% 10,123 $2.4M
Barrett & Company, Inc. 1.02% Add +4.2% 10,116 $2.4M
Caldwell Sutter Capital, Inc. 1.13% Add +7.6% 10,110 $2.4M
Coastal Bridge Advisors, LLC 0.61% Add +3.4% 10,096 $2.4M
CKW Financial Group 0.30% Add +0.3% 10,087 $2.4M
Pacific Global Investment Management Co. 3.11% Reduce -80.0% 10,083 $2.4M
Pointe Capital Management LLC 1.39% Reduce -2.9% 10,073 $2.4M
Aspire Growth Partners LLC 2.36% — 9,967 $2.4M
AA Financial Advisors, LLC 0.64% Add +3.1% 10,063 $2.4M
LifeSteps Financial, Inc. 1.85% Add +2.5% 10,061 $2.4M
Legacy Capital Group California, Inc. 0.73% Reduce -0.6% 10,056 $2.4M
Harmony Asset Management LLC 0.96% Reduce -5.2% 10,054 $2.4M
Rothschild Wealth LLC 0.70% Reduce -0.1% 10,051 $2.4M
Carson Advisory Inc. 1.68% Reduce -6.2% 10,050 $2.4M
Morris Financial Concepts, Inc. 1.03% Add +0.0% 10,031 $2.4M
Prentice Wealth Management LLC 0.70% Reduce -0.7% 10,029 $2.4M
Global Trust Asset Management, LLC 0.91% Reduce -0.1% 10,019 $2.4M
Pinnacle Wealth Management, LLC 2.66% Reduce -1.0% 9,988 $2.4M
MBL Wealth, LLC 0.24% Reduce -6.0% 9,987 $2.4M
Well Done, LLC 0.44% No change 11,353 $2.4M
Notis-McConarty Edward 1.16% Reduce -5.0% 9,978 $2.4M
Meridian Financial Partners LLC 1.26% Add +0.8% 9,965 $2.4M
Providence First Trust Co 0.90% Reduce -9.7% 9,961 $2.4M
West Family Investments, Inc. 0.83% Reduce -1.4% 9,956 $2.4M
Bulltick Wealth Management, LLC 0.56% Reduce -49.9% 9,923 $2.4M
Brass Tax Wealth Management, Inc. 0.50% Reduce -1.7% 9,909 $2.4M
LM Advisors LLC 0.43% Reduce -34.6% 9,902 $2.4M
2UniFi Bank 1.58% — 9,871 $2.4M
CoreFirst Bank & Trust 1.40% Reduce -2.7% 9,857 $2.4M
Navalign, LLC 0.69% Add +3.2% 9,834 $2.4M
Plancorp, LLC 0.10% Add +16.1% 9,828 $2.4M
Fullcircle Wealth LLC 0.96% Reduce -2.8% 8,523 $2.4M
Yarger Wealth Strategies, LLC 1.36% Add +3.9% 9,812 $2.4M
Ramsay, Stattman, Vela & Price, Inc. 0.44% Add +0.7% 9,805 $2.4M
Deane Retirement Strategies, Inc. 1.18% New 9,790 $2.3M
Dohj, LLC 0.54% Add +4.5% 9,764 $2.3M
Weaver C. Barksdale & Associates, Inc. 2.24% Reduce -2.5% 9,749 $2.3M
Trail Ridge Investment Advisors, LLC 1.11% Add +1.1% 9,755 $2.3M
Pinion Investment Advisors, LLC 0.93% Reduce -1.9% 9,753 $2.3M
Sky Investment Group LLC 0.44% Add +0.1% 9,733 $2.3M
Redhawk Wealth Advisors, Inc. 0.32% Reduce -1.2% 9,725 $2.3M
Financial Perspectives, Inc 0.78% Add +6.4% 9,711 $2.3M
Waterfront Wealth Inc. 0.57% Add +3.4% 9,691 $2.3M
Hemington Wealth Management 0.58% Add +3.9% 9,689 $2.3M
Secured Retirement Advisors, LLC 1.33% Reduce -7.0% 9,667 $2.3M
Lakeridge Wealth Management LLC 1.20% Add +0.2% 9,663 $2.3M
Forefront Wealth Management Inc. 2.13% — 9,662 $2.3M
Beacon Financial Advisory LLC 0.75% Add +1.9% 9,657 $2.3M
Two Sigma Securities, LLC 0.42% Reduce -81.8% 9,652 $2.3M
Lederer & Associates Investment Counsel 1.61% Reduce -5.2% 9,619 $2.3M
Sandy Cove Advisors, LLC 0.90% Add +3.2% 9,608 $2.3M
Apella Capital, LLC 0.09% Add +0.1% 9,607 $2.3M
Y.D. More Investments Ltd 0.21% Add +25.1% 9,600 $2.3M
McGlone Suttner Wealth Management, Inc. 0.38% Add +3.5% 9,590 $2.3M
Centennial Bank 1.08% Reduce -5.0% 9,583 $2.3M
Grant/GrossMendelsohn, LLC 1.20% Add +3.0% 9,558 $2.3M
Monterey Private Wealth, Inc. 0.75% Add +20.2% 9,544 $2.3M
Precedent Wealth Partners, LLC 0.75% Add +3.3% 9,543 $2.3M
Navellier & Associates Inc. 0.27% Add +10.4% 9,540 $2.3M
Birchbrook, Inc. 1.30% Reduce -2.3% 9,534 $2.3M
TKG Advisors, LLC 1.05% Reduce -19.7% 8,621 $2.3M
Westmount Partners, LLC 0.69% Reduce -4.7% 9,521 $2.3M
Emprise Bank 1.29% Reduce -6.2% 9,506 $2.3M
Victrix Investment Advisors 1.64% — 9,506 $2.3M
Eisler Capital Management Ltd. 0.08% — 9,469 $2.3M
DE Burlo Group Inc. 0.30% Reduce -1.6% 9,473 $2.3M
Personal Cfo Solutions, LLC 0.45% Reduce -2.3% 9,463 $2.3M
Towercrest Capital Management 0.37% Reduce -0.4% 9,459 $2.3M
WR Wealth Planners, LLC 0.73% Reduce -1.9% 9,457 $2.3M
Cannon Advisors, Inc. 1.93% Reduce -3.3% 9,452 $2.3M
Inman Jager Wealth Management, LLC 1.76% — 9,446 $2.3M
Papamarkou Wellner Asset Management inc. 1.56% — 9,446 $2.3M
Autumn Glory Partners, LLC 1.11% Reduce -24.2% 9,441 $2.3M
RW Investment Management LLC 0.28% Add +0.4% 9,427 $2.3M
Raleigh Capital Management Inc. 0.87% Reduce -3.5% 9,414 $2.3M
Global Financial Private Client, LLC 0.84% Add +26.4% 9,384 $2.2M
MRP Capital Investments, LLC 2.04% Add +0.2% 9,354 $2.2M
First County Bank 1.25% Reduce -18.7% 9,350 $2.2M
JSF Financial, LLC 0.60% Add +0.1% 9,347 $2.2M
Bordeaux Wealth Advisors LLC 0.36% Add +2.6% 9,344 $2.2M
Washington Capital Management, Inc. 1.77% Reduce -1.3% 9,340 $2.2M
Drive Wealth Management, LLC 0.55% Reduce -3.6% 9,336 $2.2M
Alta Advisers Ltd 1.41% Add +18.0% 9,324 $2.2M
BHK Investment Advisors, LLC 0.84% Reduce -8.8% 9,324 $2.2M
Gray Wealth Management Inc. 0.85% Add +2.0% 9,316 $2.2M
Signet Financial Management, LLC 0.28% Reduce -2.2% 9,312 $2.2M
Stiles Financial Services Inc 0.81% Add +3.7% 9,303 $2.2M
Masso Torrence Wealth Management Inc. 1.17% Add +0.9% 9,302 $2.2M
Perennial Investment Advisors, LLC 0.26% Add +0.9% 9,285 $2.2M
First Command Advisory Services, Inc. 0.02% Add +1.7% 9,266 $2.2M
Drake & Associates, LLC 0.63% Add +42.3% 8,053 $2.2M
Ames National Corp. 1.49% — 9,260 $2.2M
Analyst IMS Investment Management Services Ltd. 0.08% Add +19.9% 9,247 $2.2M
Kelly Lawrence W & Associates Inc. 0.53% Add +1.5% 9,248 $2.2M
Riverview Trust Co 2.02% Reduce -0.2% 9,239 $2.2M
Strait & Sound Wealth Management LLC 1.03% Reduce -0.2% 9,235 $2.2M
Terril Brothers, Inc. 0.67% Add +2.0% 9,234 $2.2M
Solitude Financial Services 0.97% Add +2.3% 9,225 $2.2M
Mosaic Financial Group, LLC 1.59% Reduce -4.5% 9,218 $2.2M
Lazari Capital Management, Inc. 0.88% Add +0.8% 9,205 $2.2M
One Plus One Wealth Management, LLC 1.30% No change 9,205 $2.2M
Consolidated Portfolio Review Corp 0.35% Add +85.5% 9,177 $2.2M
Claris Financial LLC 1.44% — 9,157 $2.2M
Summit Asset Management, LLC 0.39% Add +2.2% 9,158 $2.2M
United Community Bank 0.85% Reduce -3.7% 9,152 $2.2M
Savoie Capital LLC 0.26% No change 9,129 $2.2M
Eukles Asset Management 0.93% Add +2.5% 9,107 $2.2M
Anb Bank 0.96% — 9,101 $2.2M
Mendel Capital Management LLC 1.32% Add +2.3% 9,092 $2.2M
Sather Financial Group Inc 0.14% Reduce -6.5% 9,082 $2.2M
Summit Global Investments 0.14% Reduce -71.5% 9,071 $2.2M
Brown Financial Advisors 0.87% Reduce -1.8% 9,041 $2.2M
Altman Advisors, Inc. 0.92% Add +0.8% 9,037 $2.2M
Samalin Investment Counsel, LLC 0.93% Add +4.2% 9,029 $2.2M
Austin Private Wealth, LLC 0.20% Add +1.9% 9,018 $2.2M
Gallagher Fiduciary Advisors, LLC 0.42% Add +23.2% 9,010 $2.2M
Foster Victor Wealth Advisors, LLC 0.17% Add +1.0% 8,329 $2.2M
Warm Springs Advisors Inc. 2.00% — 9,004 $2.2M
Asio Capital, LLC 0.41% Add +1.8% 8,991 $2.2M
Eagle Wealth Strategies LLC 1.56% Reduce -0.6% 8,981 $2.2M
Bennett Selby Investments LP 0.85% Add +0.7% 8,966 $2.1M
Cape Ann Savings Bank 1.26% Reduce -2.0% 8,965 $2.1M
Defined Wealth Management, LLC 1.42% Add +0.7% 8,953 $2.1M
South Street Advisors LLC 0.33% Reduce -5.3% 8,932 $2.1M
Wealthquest Corp 0.17% Add +0.8% 8,923 $2.1M
Cromwell Holdings LLC 1.23% No change 8,913 $2.1M
Independent Solutions Wealth Management, LLC 0.47% Add +0.3% 8,891 $2.1M
Citadel Investment Advisory, Inc. 1.11% Reduce -0.6% 8,886 $2.1M
Ellsworth Advisors, LLC 0.56% Add +7.6% 8,876 $2.1M
Arbor Capital Management Inc. 2.09% Reduce -15.3% 7,962 $2.1M
PFC Capital Group, Inc. 1.03% Reduce -0.5% 8,860 $2.1M
NorthStar Asset Management LLC 1.35% Add +2.0% 8,843 $2.1M
IRON Financial LLC 1.19% Add +0.0% 8,842 $2.1M
Rezny Wealth Management, Inc. 0.52% Add +3.5% 8,833 $2.1M
Howard Financial Services, LTD. 0.29% Add +61.8% 8,830 $2.1M
Purkiss Capital Advisors LLC 1.83% — 8,822 $2.1M
Charter Oak Capital Management, LLC 0.20% Add +0.3% 8,821 $2.1M
Security National Bank of So Dak 1.18% Add +134.5% 8,819 $2.1M
Front Row Advisors LLC 0.73% Add +0.7% 8,801 $2.1M
Game Creek Capital, LP 1.16% No change 8,800 $2.1M
Orion Capital Management LLC 0.93% Reduce -0.6% 8,794 $2.1M
Hummer Financial Advisory Services Inc 1.67% No change 8,790 $2.1M
Meridian Investment Counsel Inc. 0.63% Add +29.1% 8,787 $2.1M
Prossimo Advisors, LLC 1.52% Add +0.4% 8,774 $2.1M
Promethium Advisors,llc 1.44% Reduce -1.4% 8,765 $2.1M
Montz Harcus Wealth Management LLC 1.17% Add +3.6% 8,757 $2.1M
Addison Advisors LLC 0.58% Reduce -2.0% 8,755 $2.1M
Virtue Capital Management, LLC 0.42% Reduce -0.7% 8,749 $2.1M
LexAurum Advisors, LLC 0.42% Add +5.2% 8,744 $2.1M
First National Bank & Trust Co. of Newtown 0.44% Reduce -2.3% 8,724 $2.1M
Private Portfolio Partners LLC 0.38% Add +2.5% 8,723 $2.1M
RMR Capital Management, LLC 1.55% No change 8,679 $2.1M
W Advisors, LLC 1.28% Add +0.5% 8,650 $2.1M
Vista Investment Partners Ii, LLC 1.22% — 8,649 $2.1M
Rodgers Brothers Inc. 0.27% Reduce -1.3% 8,646 $2.1M
City State Bank 0.73% Reduce -0.9% 8,633 $2.1M
Bernard Wealth Management Corp. 0.97% — 8,631 $2.1M
JNBA Financial Advisors 0.21% Add +1.0% 8,629 $2.1M
Alta Wealth Advisors LLC 0.90% Add +1.8% 8,626 $2.1M
Paulson Wealth Management Inc. 0.56% Reduce -12.8% 8,625 $2.1M
Hohimer Wealth Management, LLC 0.39% Add +50.3% 8,623 $2.1M
Integrated Capital Management, LLC 1.10% Reduce -0.4% 8,617 $2.1M
M. Kraus & Co 0.62% Reduce -1.6% 8,617 $2.1M
Eley Financial Management, Inc 0.80% Reduce -1.4% 8,616 $2.1M
First National Bank Sioux Falls 0.88% No change 8,599 $2.1M
Tortoise Investment Management, LLC 0.22% Reduce -2.7% 8,598 $2.1M
MBA Advisors LLC 1.04% Reduce -25.0% 8,597 $2.1M
Seven Mile Advisory 1.31% Add +1.8% 8,568 $2.1M
SMART Wealth LLC 0.73% Add +117.5% 8,566 $2.1M
Leo Wealth, LLC 0.18% Add +1.1% 8,558 $2.1M
Medallion Wealth Advisors, LLC 1.02% — 8,506 $2.1M
Trust Co 0.23% Add +53.5% 8,553 $2.1M
Cypress Capital Management LLC (WY) 2.35% Reduce -4.8% 8,548 $2.0M
Legacy Bridge, LLC 1.07% No change 8,535 $2.0M
Prairie Sky Financial Group LLC 1.25% Add +26.4% 8,533 $2.0M
Ruffer LLP 0.07% Reduce -13.5% 8,520 $2.0M
Keystone Financial Services 0.78% Add +1.4% 8,512 $2.0M
Accel Wealth Management 0.77% Reduce -3.9% 8,493 $2.0M
Westbourne Investment Advisors, Inc. 0.70% Add +1.3% 8,490 $2.0M
Armor Investment Advisors, LLC 0.84% Reduce -10.9% 8,480 $2.0M
Ti-Trust, Inc. 1.36% Reduce -0.3% 8,468 $2.0M
IFG Advisors, LLC 0.40% Add +4.9% 8,467 $2.0M
Bay Capital Advisors, LLC 1.63% — 8,457 $2.0M
Johnson & White Wealth Management, LLC 1.23% Add +0.0% 8,443 $2.0M
Roxbury Financial LLC 1.95% — 8,112 $2.0M
Clarus Group, Inc. 0.72% Reduce -9.6% 8,448 $2.0M
US Asset Management LLC 1.82% Reduce -2.8% 8,445 $2.0M
Castle Wealth Management LLC 0.80% Reduce -3.9% 8,442 $2.0M
Oarsman Capital, Inc. 0.35% Reduce -1.3% 8,439 $2.0M
Bouchey Financial Group, Ltd. 0.18% Add +0.7% 8,422 $2.0M
LeClair Wealth Partners LLC 1.35% — 8,420 $2.0M
Fortitude Advisory Group L.L.C. 1.22% Reduce -7.1% 8,414 $2.0M
N.E.W. Advisory Services LLC 0.19% Reduce -4.5% 8,410 $2.0M
Moss Adams Wealth Advisors LLC 0.21% Add +8.2% 8,408 $2.0M
First Heartland Consultants, Inc. 0.21% Reduce -1.6% 8,395 $2.0M
Integrity Alliance, Llc. 0.22% — 8,394 $2.0M
Legacy Edge Advisors, LLC 0.32% Reduce -3.4% 8,375 $2.0M
Core Wealth Partners LLC 1.15% Add +6.9% 8,359 $2.0M
Ashton Thomas Securities, LLC 0.55% Add +13.8% 8,367 $2.0M
Ami Asset Management Corp. 0.11% Reduce -3.2% 8,353 $2.0M
Allegheny Financial Group 0.51% Reduce -2.7% 8,340 $2.0M
Mosley Wealth Management 1.24% Add +9.0% 7,500 $2.0M
Kolinsky Wealth Management, LLC 1.22% Add +4.8% 8,330 $2.0M
Provenance Wealth Advisors, LLC 0.26% Add +321.6% 8,319 $2.0M
Bolthouse Investments, LLC 1.84% — 8,317 $2.0M
TLWM 0.39% Add +4.7% 8,290 $2.0M
Caldwell Investment Management Ltd. 1.34% No change 8,300 $2.0M
Mainstream Capital Management LLC 1.39% Add +0.7% 8,263 $2.0M
Sunbeam Capital Management, LLC 1.83% — 8,245 $2.0M
Affiance Financial, LLC 0.47% Add +9.7% 8,240 $2.0M
Hendershot Investments Inc. 0.27% No change 8,230 $2.0M
CPA Asset Management Group, LLC 0.92% No change 8,223 $2.0M
Texas Capital Bancshares Inc 0.79% Reduce -5.4% 8,211 $2.0M
Freedom Investment Management, Inc. 0.16% Reduce -0.3% 8,201 $2.0M
Cooper Financial Group 0.24% Add +11.6% 8,201 $2.0M
Monte Financial Group, LLC 0.84% No change 8,198 $2.0M
Sound Income Strategies, LLC 0.12% Reduce -6.8% 8,198 $2.0M
Wealth Management Associates, Inc. 0.84% Reduce -0.5% 8,185 $2.0M
One Wealth Advisors, LLC 0.29% Add +0.2% 8,179 $2.0M
Tikehau Investment Management 2.35% New 8,140 $2.0M
T. Rowe Price Investment Management, Inc. 0.00% Reduce -1.7% 8,139 $2.0M
Advisory Research Inc. 0.32% Reduce -8.9% 8,136 $2.0M
Capital Square, LLC 1.11% Add +6.3% 7,354 $1.9M
Garrison Point Advisors, LLC 0.92% Add +13.2% 8,121 $1.9M
Tudor Financial Inc. 1.14% Add +10.5% 8,109 $1.9M
Fielder Capital Group LLC 0.61% Reduce -0.2% 8,108 $1.9M
Childress Capital Advisors, LLC 0.54% Reduce -0.6% 8,087 $1.9M
O'Keefe Stevens Advisory, Inc. 0.60% Add +15.1% 8,074 $1.9M
Geller Advisors LLC 0.13% No change 8,065 $1.9M
ABLE Financial Group, LLC 0.57% Add +0.3% 8,057 $1.9M
Alesco Advisors, LLC, An ESL Co 0.06% Add +10.3% 8,040 $1.9M
O'Brien Greene & Co. Inc 0.63% Add +1.8% 8,031 $1.9M
Chancellor Financial Group WB LP 1.55% — 8,030 $1.9M
American State Bank (Iowa) 1.16% Add +0.3% 8,025 $1.9M
McElhenny Sheffield Capital Management, LLC 0.64% Add +0.1% 8,024 $1.9M
RoundAngle Advisors LLC 1.83% — 8,010 $1.9M
Guerra Advisors Inc 1.06% — 8,005 $1.9M
GoodHaven Capital Management, LLC 0.63% No change 8,000 $1.9M
Neo Ivy Capital Management 0.39% Reduce -54.2% 7,995 $1.9M
Brucke Financial, Inc. 1.64% — 7,158 $1.9M
Cora Capital Advisors LLC 0.92% Add +0.0% 7,921 $1.9M
Members Trust Co 0.07% Reduce -3.6% 7,919 $1.9M
Proffitt & Goodson Inc. 0.31% Reduce -0.4% 7,915 $1.9M
Tilia Fiduciary Partners, Inc. 1.29% Reduce -1.0% 7,893 $1.9M
Syntax Research, Inc. 1.36% Reduce -0.3% 7,885 $1.9M
Unique Wealth Strategies, LLC 0.83% Reduce -2.8% 7,880 $1.9M
Mendel Money Management 0.84% Reduce -1.8% 7,879 $1.9M
Berkeley Capital Partners, LLC 0.52% Reduce -8.9% 7,872 $1.9M
Summit Wealth & Retirement Planning, Inc. 0.58% No change 7,866 $1.9M
OMC Financial Services LTD 0.80% Add +35.1% 7,840 $1.9M
Potomac Fund Management Inc. 0.11% — 7,825 $1.9M
Alhambra Investment Management LLC 0.96% Reduce -0.4% 7,823 $1.9M
Baron Silver Stevens Financial Advisors, LLC 0.32% Add +2.4% 7,823 $1.9M
Aspen Wealth Strategies, LLC 1.20% Reduce -0.4% 7,821 $1.9M
Veltria Advisors Corp. 0.78% Reduce -0.1% 7,811 $1.9M
LVZ, Inc. 0.24% Add +3.5% 7,807 $1.9M
Moment Partners, LLC 0.36% — 7,794 $1.9M
Cheviot Value Management, LLC 0.36% Reduce -1.6% 7,790 $1.9M
Peak Retirement Planning, Inc. 1.26% — 13,433 $1.9M
Woodward Diversified Capital, LLC 1.37% Reduce -32.6% 7,769 $1.9M
Stephens Consulting, LLC 0.47% Reduce -0.1% 7,764 $1.9M
Cornerstone National Bank & Trust Co 0.85% Add +0.6% 7,730 $1.9M
Edge Financial Advisors LLC 1.65% Add +0.4% 7,720 $1.9M
Balyasny Asset Management L.P. 0.00% Reduce -42.0% 7,715 $1.8M
Covenant Partners, LLC 0.57% Reduce -0.1% 7,713 $1.8M
Trilogy Capital Inc. 0.10% Add +1.9% 7,711 $1.8M
CYBER HORNET ETFs LLC 1.77% Add +3.0% 7,698 $1.8M
Altus Wealth Group LLC 0.82% Reduce -0.1% 7,687 $1.8M
General Partner, Inc. 1.11% No change 7,672 $1.8M
Gsa Capital Partners LLP 0.14% Add +91.9% 7,666 $1.8M
Atlas Capital Advisors Inc. 0.23% Add +4.1% 7,654 $1.8M
Centerpoint Advisory Group 1.77% — 7,649 $1.8M
Silver Oak Securities, Incorporated 0.17% Reduce -0.5% 7,656 $1.8M
SignalPoint Asset Management, LLC 0.44% Add +0.0% 7,616 $1.8M
Asset Advisors Investment Management, LLC 0.19% Add +2.1% 7,615 $1.8M
Armbruster Capital Management, Inc. 0.37% Reduce -13.6% 7,611 $1.8M
Freemont Management S.A. 0.89% No change 7,600 $1.8M
Dixon Fnancial Services, Inc. 0.99% Reduce -0.2% 7,595 $1.8M
Cary Street Partners Investment Advisory LLC 1.19% Reduce -92.7% 7,591 $1.8M
Thrive Wealth Management, LLC 0.33% Reduce -0.8% 7,584 $1.8M
Hilltop Partners LLC 0.62% Add +14.8% 7,580 $1.8M
Northwest Wealth Management, LLC 0.38% Add +2.1% 7,576 $1.8M
bLong Financial, LLC 1.50% — 7,575 $1.8M
Commons Capital, LLC 1.65% Reduce -1.6% 7,570 $1.8M
Bingham Private Wealth, LLC 1.93% — 7,568 $1.8M
Madison Wealth Partners, Inc 0.51% Add +1.1% 7,564 $1.8M
Kathmere Capital Management, LLC 0.16% Add +23.3% 7,553 $1.8M
Five Oceans Advisors 0.83% Add +3.8% 7,553 $1.8M
ORBA Wealth Advisors, L.L.C. 0.94% Reduce -0.3% 7,541 $1.8M
Woodard & Co. Asset Management Group Inc. 0.39% Add +1.3% 7,540 $1.8M
McLean Asset Management Corp 0.54% Add +4.4% 7,530 $1.8M
Transamerica Financial Advisors, LLC 0.18% Reduce -9.8% 7,524 $1.8M
Gen-Wealth Partners Inc 0.77% Reduce -10.1% 7,513 $1.8M
CORDA Investment Management, LLC. 0.14% Add +3.7% 7,506 $1.8M
Sterling Investment Counsel, LLC 1.19% Reduce -55.2% 7,502 $1.8M
AllSquare Wealth Management LLC 1.03% Reduce -1.1% 7,496 $1.8M
Veracity Capital LLC 0.65% Reduce -2.0% 7,495 $1.8M
Keyes, Stange & Wooten Wealth Management, LLC 1.06% Reduce -2.3% 7,489 $1.8M
ELCO Management Co., LLC 0.94% Reduce -5.1% 7,478 $1.8M
Pursue Wealth Partners LLC 1.03% Reduce -6.4% 7,474 $1.8M
Black Diamond Financial, LLC 0.27% Reduce -1.4% 7,463 $1.8M
Triad Wealth Partners, LLC 0.65% New 7,459 $1.8M
Argyle Capital Partners, LLC 1.53% — 7,448 $1.8M
JFS Wealth Advisors, LLC 0.12% Reduce -6.8% 7,439 $1.8M
Wealth Group, Ltd. 1.15% Reduce -0.2% 7,435 $1.8M
Milestone Asset Management, LLC 0.39% Reduce -12.4% 7,431 $1.8M
Security Financial Services, INC. 0.36% Add +5.5% 7,421 $1.8M
Mason & Associates Inc 0.42% Add +17.6% 7,401 $1.8M
R.H. Investment Group, LLC 1.67% — 7,390 $1.8M
Roehl & Yi Investment Advisors, LLC 0.97% — 7,386 $1.8M
Kozak & Associates, Inc. 0.40% Reduce -4.9% 7,278 $1.8M
Legacy Capital Wealth Partners, LLC 0.44% Reduce -49.6% 7,365 $1.8M
Ridgecrest Wealth Partners, LLC 0.96% Reduce -18.8% 7,357 $1.8M
Penserra Capital Management LLC 0.03% Add +367.2% 7,358 $1.8M
Access Financial Services, Inc. 0.79% Reduce -1.4% 7,354 $1.8M
Physicians Financial Services, Inc. 0.53% Reduce -0.3% 7,347 $1.8M
Intrua Financial, LLC 0.29% Reduce -2.9% 7,339 $1.8M
Windsor Advisory Group, LLC 2.04% Reduce -10.9% 7,332 $1.8M
waypoint wealth counsel 1.15% Add +2.5% 7,331 $1.8M
Mosaic Family Wealth Partners, LLC 0.25% Add +5.4% 7,331 $1.8M
Financial Management Network Inc. 0.37% Reduce -0.5% 7,222 $1.8M
Key Client Fiduciary Advisors, LLC 0.78% Reduce -0.5% 7,301 $1.8M
Rogco, LP 0.71% Reduce -6.2% 7,300 $1.7M
Herbst Group, LLC 1.09% Add +3.0% 7,295 $1.7M
Tandem Investment Partners LLC 1.67% — 7,281 $1.7M
Rf&l Wealth Management, LLC 1.23% No change 7,277 $1.7M
Highland Financial Advisors, LLC 0.60% Add +4.1% 7,274 $1.7M
Benchmark Investment Advisors LLC 1.13% Add +0.7% 7,275 $1.7M
Sunpointe, LLC 0.88% Add +0.2% 7,264 $1.7M
PBMares Wealth Management LLC 0.36% Add +0.0% 7,260 $1.7M
Clare Market Investments LLC 0.41% Add +6.7% 7,213 $1.7M
Debussy Capital Management LP 0.27% Add +0.1% 6,501 $1.7M
Atwood & Palmer Inc. 0.12% Add +1.1% 7,201 $1.7M
Talisman Wealth Advisors LLC 1.83% Reduce -1.1% 7,188 $1.7M
Retirement Planning Group, LLC 0.09% Add +5.0% 7,188 $1.7M
Edgemoor Investment Advisors, Inc. 0.15% Add +5.7% 7,176 $1.7M
Fortis Capital Advisors, LLC 0.59% Reduce -23.3% 7,643 $1.7M
Cladis Investment Advisory, LLC 1.22% No change 7,153 $1.7M
Birchcreek Wealth Management, LLC 1.08% Add +3.5% 7,153 $1.7M
Phillips Wealth Planners LLC 1.71% Reduce -1.3% 7,138 $1.7M
SC&H Financial Advisors, Inc. 0.35% Add +0.1% 7,142 $1.7M
GenTrust, LLC 0.07% Add +7.0% 7,133 $1.7M
Wiser Advisor Group LLC 2.48% Add +4.2% 7,122 $1.7M
Powell Investment Advisors, LLC 0.79% No change 7,122 $1.7M
Central Asset Investments & Management Holdings (HK) Ltd 1.11% Add +344.9% 7,119 $1.7M
Apollon Financial, LLC 0.42% Add +44.6% 7,093 $1.7M
Gibraltar Capital Management, Inc. 0.75% Reduce -8.9% 7,091 $1.7M
Syntegra Private Wealth Group, LLC 0.19% Add +20.2% 7,074 $1.7M
Vision Capital Management, Inc. 0.25% Add +10.5% 7,065 $1.7M
Calton & Associates, Inc. 0.75% Reduce -10.3% 7,058 $1.7M
Orca Investment Management, LLC 1.59% Reduce -9.1% 7,037 $1.7M
Gries Financial LLC 0.30% Add +10.1% 7,034 $1.7M
DMC Group, LLC 1.37% Reduce -2.2% 7,029 $1.7M
Cahill Financial Advisors Inc. 0.23% Add +27.9% 7,017 $1.7M
Aveo Capital Partners, LLC 0.18% Add +33.0% 7,010 $1.7M
Northside Capital Management, LLC 0.45% Add +3.7% 7,000 $1.7M
Miura Global Management, LLC 1.83% New 7,000 $1.7M
Richard W. Paul & Associates, LLC 0.61% Reduce -5.1% 6,997 $1.7M
Sippican Capital Advisors 1.22% No change 6,984 $1.7M
Hall Laurie J Trustee 0.55% Reduce -12.1% 6,960 $1.7M
ARGA Investment Management, LP 0.05% No change 6,950 $1.7M
Thompson David Blair 1.21% — 6,940 $1.7M
Total Wealth Planning & Management, Inc. 1.63% — 6,940 $1.7M
Heartwood Wealth Advisors LLC 0.19% Add +0.4% 6,935 $1.7M
AJ Advisors, LLC 0.86% Reduce -3.4% 6,931 $1.7M
AGH Wealth Advisors, LLC 1.54% — 6,926 $1.7M
Measured Wealth Private Client Group, LLC 0.53% Add +6.3% 6,900 $1.7M
RFP Financial Group LLC 0.64% No change 6,886 $1.7M
Nabity-Jensen Investment Management Inc 1.25% Reduce -0.4% 6,884 $1.7M
BCM Advisors, LLC 0.37% No change 6,099 $1.6M
ERn Financial, LLC 0.25% Add +4.9% 6,869 $1.6M
Severin Investments, LLC 1.64% — 6,867 $1.6M
Schneider Downs Wealth Management Advisors, LP 0.31% No change 6,866 $1.6M
Gilman Hill Asset Management, LLC 0.29% Reduce -4.5% 6,862 $1.6M
Solidarity Wealth, LLC 0.43% Reduce -0.1% 6,828 $1.6M
Security National Bank of Sioux City Iowa 1.15% Add +41.3% 6,827 $1.6M
Riverbend Wealth Management, LLC 1.46% — 6,799 $1.6M
Kelleher Financial Advisors 0.62% Add +2.6% 6,811 $1.6M
Viewpoint Capital Management LLC 0.86% Add +0.1% 6,810 $1.6M
Winmill & Co. Inc. 0.53% No change 6,800 $1.6M
Lantz Financial LLC 0.43% Add +0.3% 6,797 $1.6M
Keystone Wealth Services, LLC 0.43% Add +5.1% 6,794 $1.6M
Greykasell Wealth Strategies, Inc. 0.90% — 6,772 $1.6M
Frazier Financial Advisors, LLC 1.29% Reduce -1.5% 6,779 $1.6M
TTP Investments, Inc. 0.57% New 6,766 $1.6M
Grant Private Wealth Management Inc 1.75% — 6,760 $1.6M
High Falls Advisors, Inc 0.37% Add +5.6% 6,744 $1.6M
Unified Investment Management 1.83% — 6,732 $1.6M
Pflug Koory, LLC 0.11% No change 6,732 $1.6M
Beacon Investment Advisors LLC 0.76% Add +0.2% 6,728 $1.6M
LBMC Investment Advisors, LLC 0.13% Reduce -5.3% 6,726 $1.6M
Lion Street Advisors, LLC 0.51% Add +7.1% 6,725 $1.6M
Sivia Capital Partners, LLC 0.80% Reduce -2.6% 6,716 $1.6M
TFC Financial Management, Inc. 0.25% Add +46.7% 6,703 $1.6M
Evolution Wealth Advisors, LLC 0.27% Add +38.2% 6,688 $1.6M
KRS Capital Management, LLC 1.13% Reduce -0.6% 6,686 $1.6M
WESPAC Advisors, LLC 1.18% Add +295.4% 6,683 $1.6M
Finward Bancorp 1.38% — 6,663 $1.6M
ROI Financial Advisors, LLC 1.09% Add +6.9% 6,657 $1.6M
Oxford Wealth Group, LLC 1.03% Reduce -3.9% 6,628 $1.6M
Sunflower Bank, N.A. 0.44% Add +0.3% 6,625 $1.6M
Palogic Value Management, L.P. 0.65% Reduce -2.9% 6,624 $1.6M
IPG Investment Advisors LLC 0.36% Reduce -53.2% 6,621 $1.6M
Nicholas Wealth, LLC. 0.86% Add +13.8% 6,498 $1.6M
Tang Capital Management LLC 0.10% Add +41.3% 6,601 $1.6M
Caz Investments LP 2.27% No change 6,600 $1.6M
M.E. Allison & Co., Inc. 1.74% — 6,597 $1.6M
Objective Capital Management, LLC 1.06% Reduce -14.4% 6,590 $1.6M
Howard Bailey Securities, LLC 0.59% New 6,574 $1.6M
BayBridge Capital Group, LLC 1.14% Add +0.3% 6,573 $1.6M
Delphi Management Inc. 1.52% Reduce -4.3% 6,569 $1.6M
Traveka Wealth, LLC 0.87% Add +30.4% 6,570 $1.6M
Sterling Wealth Management, Inc. 0.58% Reduce -1.1% 6,544 $1.6M
Regent Peak Wealth Advisors LLC 0.35% Add +2.3% 6,517 $1.6M
Tennessee Valley Asset Management Partners 0.26% Reduce -5.8% 6,506 $1.6M
Symphony Financial Services, Inc. 1.25% Add +0.1% 6,488 $1.6M
Fidelity D & D Bancorp Inc. 1.03% Add +10.2% 6,475 $1.6M
Oakwell Private Wealth Management, LLC 0.43% Add +4.0% 6,473 $1.6M
Y-Intercept (Hong Kong) Ltd 0.10% Reduce -79.2% 6,463 $1.5M
Fi3 FINANCIAL ADVISORS, LLC 0.58% Add +10.2% 6,457 $1.5M
Sulzberger Capital Advisors, Inc. 1.76% — 6,439 $1.5M
Keynote Financial Services LLC 1.19% Reduce -1.5% 6,434 $1.5M
ARK & TLK Investments, LLC 0.54% Add +0.2% 6,430 $1.5M
Hurley Capital, LLC 1.24% — 6,321 $1.5M
Balefire, LLC 0.53% Reduce -10.5% 6,416 $1.5M
Wealth Dimensions Group, Ltd. 0.38% Add +19.0% 6,421 $1.5M
Costello Asset Management, INC 1.02% Reduce -0.9% 6,420 $1.5M
Bridgewealth Advisory Group, LLC 0.43% Add +11.4% 5,560 $1.5M
Hexagon Capital Partners LLC 0.28% Reduce -1.4% 6,402 $1.5M
PCA Investment Advisory Services Inc. 0.71% Reduce -2.1% 6,402 $1.5M
Optiver Holding B.V. 0.05% Reduce -92.9% 6,401 $1.5M
Disciplined Investors, L.L.C. 1.48% — 6,273 $1.5M
HMV Wealth Advisors, LLC 1.53% — 6,385 $1.5M
Hardin Capital Partners, LLC 0.92% Reduce -3.8% 6,385 $1.5M
New Century Financial Group, LLC 0.65% Reduce -14.2% 6,290 $1.5M
Foster Group, Inc. 0.06% Add +1.2% 6,367 $1.5M
Verum Partners LLC 0.44% Add +0.8% 6,362 $1.5M
St. Clair Advisors, LLC 0.44% Add +10.5% 6,360 $1.5M
Indie Asset Partners, LLC 1.20% Add +0.1% 6,354 $1.5M
Lionsbridge Wealth Management LLC 1.28% Reduce -6.0% 6,338 $1.5M
Alaska Permanent Fund Corp 0.02% No change 6,338 $1.5M
Reynders McVeigh Capital Management, LLC 0.08% Add +0.9% 6,324 $1.5M
Fairscale Capital, LLC 1.30% Reduce -0.6% 6,321 $1.5M
Coastwise Capital Group, LLC 1.21% Reduce -6.1% 6,317 $1.5M
Crew Capital Management, Ltd 1.26% Add +0.8% 6,317 $1.5M
Knollwood Investment Advisory, LLC 0.16% No change 6,310 $1.5M
McIlrath & Eck, LLC 0.19% Add +0.7% 6,292 $1.5M
Quantum Financial Advisors, LLC 0.23% Reduce -0.4% 6,290 $1.5M
TFB Advisors LLC 0.43% Add +0.1% 6,279 $1.5M
Marshall Financial Group, LLC 0.36% Add +14.1% 6,278 $1.5M
Philip James Wealth Mangement, LLC 0.20% Reduce -1.1% 6,275 $1.5M
Wincap Financial LLC 1.53% — 6,272 $1.5M
Napatree Capital LLC 0.88% Add +5.2% 6,267 $1.5M
Sovereign Financial Group, Inc. 0.34% Add +11.9% 6,255 $1.5M
Portland Investment Counsel Inc. 0.38% No change 6,251 $1.5M
Solstein Capital, LLC 0.84% Add +0.0% 6,244 $1.5M
New Covenant Trust Company, N.A. 1.49% Reduce -1.1% 6,251 $1.5M
Kintra Wealth, LLC 1.04% Add +4.5% 6,229 $1.5M
Womack Financial LLC 1.32% — 6,211 $1.5M
McDaniel Terry & Co. 0.12% No change 6,209 $1.5M
Shakespeare Wealth Management, LLC 0.40% Add +1.2% 6,207 $1.5M
Prosperity Financial Group, Inc. 0.74% Add +1.1% 6,192 $1.5M
Investment House LLC 0.08% Add +2.5% 6,192 $1.5M
Capital Advisory Group Advisory Services, LLC 0.53% Add +22.6% 6,180 $1.5M
Greatmark Investment Partners, Inc. 0.20% Reduce -1.8% 6,167 $1.5M
Powers Advisory Group, LLC 0.74% Add +0.7% 6,131 $1.5M
Capital Planning Advisors, LLC 0.23% Add +1.0% 6,083 $1.5M
Bluesphere Advisors LLC 0.71% Add +3.6% 6,076 $1.5M
Menard Financial Group LLC 0.87% Add +1.4% 6,076 $1.5M
Systematic Financial Management LP 0.04% No change 6,075 $1.5M
Pathway Financial Advisors LLC 0.33% Reduce -0.3% 6,072 $1.5M
Florida Financial Advisors, LLC 0.65% Reduce -3.1% 6,071 $1.5M
Fairview Capital Investment Management, LLC 0.08% Reduce -5.2% 6,064 $1.5M
Bay Rivers Group 0.70% Reduce -0.2% 6,058 $1.5M
SYM FINANCIAL Corp 0.19% Reduce -18.3% 6,054 $1.5M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.76% Reduce -13.7% 6,050 $1.5M
Aviso Wealth Management 0.74% Reduce -2.8% 6,039 $1.4M
Harvest Fund Management Co., Ltd 0.07% Add +44.3% 6,025 $1.4M
Rainier Family Wealth Inc. 1.75% — 6,032 $1.4M
Colton Groome Financial Advisors, LLC 0.55% Add +4.8% 6,026 $1.4M
Westside Investment Management, Inc. 0.30% Add +2.4% 6,026 $1.4M
Crumly & Associates Inc. 0.39% Add +1.1% 6,022 $1.4M
Profit Investment Management, LLC 1.16% Reduce -3.9% 6,022 $1.4M
McNaughton Wealth Management, LLC 0.69% Add +0.9% 6,014 $1.4M
D'Orazio & Associates, Inc. 0.21% Add +1.8% 6,000 $1.4M
South Plains Financial, Inc. 1.10% — 5,981 $1.4M
LaSalle St. Investment Advisors, LLC 0.44% Add +26.1% 5,970 $1.4M
Davis Investment Partners, LLC 0.60% No change 5,958 $1.4M
Gould Asset Management LLC 0.30% Add +1.9% 5,961 $1.4M
Alpha Family Trust 0.80% No change 5,950 $1.4M
KilterHowling LLC 0.82% Reduce -0.2% 5,174 $1.4M
Elevated Capital Advisors, LLC 0.39% Add +94.1% 5,927 $1.4M
ICONIQ Capital, LLC 0.02% Add +45.9% 5,927 $1.4M
NFSG Corp 0.36% Add +7.9% 5,919 $1.4M
5th Street Advisors, LLC 0.74% Reduce -16.1% 5,918 $1.4M
Delta Investment Management, LLC 0.28% Reduce -0.4% 5,917 $1.4M
Realta Investment Advisors 0.58% Reduce -15.9% 5,823 $1.4M
Sentry LLC 0.28% Reduce -3.3% 5,901 $1.4M
Novak & Powell Financial Services, Inc. 0.84% Reduce -1.3% 5,856 $1.4M
Dechtman Wealth Management, LLC 0.27% Add +0.5% 5,855 $1.4M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.81% Add +12.5% 5,850 $1.4M
Omnia Family Wealth, LLC 0.58% Add +0.1% 5,834 $1.4M
Barnes Pettey Financial Advisors, LLC 1.07% No change 5,826 $1.4M
Cardinal Strategic Wealth Guidance 0.44% Add +34.7% 5,824 $1.4M
Great Point Wealth Advisors, LLC 0.30% No change 5,812 $1.4M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.05% New 5,800 $1.4M
Copperwynd Financial, LLC 0.38% Reduce -3.5% 5,794 $1.4M
Fjell Capital, LLC 1.43% — 5,770 $1.4M
Sunburst Financial Group, LLC 0.34% Add +1.2% 5,765 $1.4M
Cascade Investment Group, Inc. 0.99% Add +0.4% 5,751 $1.4M
WealthTrust Axiom LLC 0.41% Reduce -0.6% 5,742 $1.4M
Patriot Investment Management Group, Inc. 0.10% Add +2.1% 5,742 $1.4M
Rosenberg Matthew Hamilton 0.36% Add +5.4% 5,735 $1.4M
Northwest Financial Advisors 1.13% Add +9.2% 5,734 $1.4M
Spartan Planning & Wealth Management 1.25% — 5,727 $1.4M
Element Wealth, LLC 0.72% Reduce -0.8% 5,721 $1.4M
Nadler Financial Group, Inc. 0.14% Add +14.6% 5,720 $1.4M
Sendero Wealth Management, LLC 0.20% No change 5,719 $1.4M
Black Swift Group, LLC 0.29% Add +0.3% 5,719 $1.4M
Wilkins Miller Wealth Management, LLC 1.43% — 5,714 $1.4M
Trust Co of the South 0.28% Reduce -11.9% 5,711 $1.4M
Dogwood Wealth Management LLC 0.72% Add +16.3% 5,711 $1.4M
Private Client Services, LLC 0.74% Add +1.6% 5,708 $1.4M
BXM Wealth LLC 1.91% — 5,700 $1.4M
Clifford Group, LLC 1.04% Reduce -0.1% 5,691 $1.4M
Sandbox Financial Partners, LLC 0.45% Add +3.0% 5,679 $1.4M
Roberts Capital Advisors, LLC 1.14% No change 5,671 $1.4M
STAR Financial Bank 0.98% Reduce -6.0% 5,670 $1.4M
Seeds Investor LLC 0.39% Reduce -0.6% 5,665 $1.4M
Silvia McColl Wealth Management, LLC 1.02% Reduce -2.9% 5,660 $1.4M
Legal Advantage Investments, Inc. 0.72% Reduce -0.9% 5,653 $1.4M
Carr Financial Group Corp 0.43% Reduce -2.0% 5,644 $1.4M
Brave Warrior Advisors 0.03% No change 5,643 $1.4M
Driehaus Capital Management LLC 0.01% Reduce -23.3% 5,642 $1.4M
Capital Investment Counsel, Inc 0.20% Reduce -10.6% 5,614 $1.3M
SRN Advisors, LLC 1.20% Add +74.7% 5,613 $1.3M
Financial Council, LLC 0.69% No change 5,609 $1.3M
State of Wyoming 0.17% Add +93.0% 5,604 $1.3M
Baring Financial LLC 1.20% — 5,599 $1.3M
denkapparat Operations GmbH 1.98% — 5,598 $1.3M
Elser Financial Planning, Inc 0.08% New 5,592 $1.3M
Olistico Wealth, LLC 0.78% Add +0.0% 5,577 $1.3M
Vantage Financial Partners, LLC 0.33% Add +12.0% 5,576 $1.3M
Sage Investment Counsel LLC 1.74% — 5,572 $1.3M
RFG - Bristol Wealth Advisors, LLC 0.44% — 5,563 $1.3M
Granite Harbor Advisors, Inc. 0.74% Reduce -4.1% 5,551 $1.3M
Yoffe Investment Management, LLC 1.97% — 5,543 $1.3M
Allie Family Office LLC 0.74% No change 5,541 $1.3M
Cardiff Park Advisors, LLC 0.13% Add +0.1% 5,541 $1.3M
Investment Partners Asset Management, Inc. 1.04% Add +11.5% 5,538 $1.3M
Hurlow Wealth Management Group, Inc. 0.41% Add +0.7% 5,538 $1.3M
Park Capital Management, LLC / WI 1.59% — 5,533 $1.3M
Cambridge Advisors Inc. 0.30% Add +0.4% 5,526 $1.3M
Triton Financial Group Inc 0.83% Add +7.3% 5,520 $1.3M
Private Wealth Advisors, LLC 0.57% Reduce -0.3% 5,497 $1.3M
Centurion Wealth Management LLC 0.41% Add +2.7% 5,492 $1.3M
Lodestar Private Asset Management LLC 0.16% Add +0.0% 5,488 $1.3M
Aster Capital Management (DIFC) Ltd 0.50% Reduce -83.4% 5,485 $1.3M
Eagle Bay Advisors LLC 0.83% Reduce -12.0% 5,478 $1.3M
Petros Family Wealth, LLC 1.42% — 5,477 $1.3M
Wambolt & Associates, LLC 0.42% Reduce -37.4% 5,474 $1.3M
Ameriflex Group, Inc. 0.60% — 4,908 $1.3M
LWM Advisory Services, LLC 0.91% Reduce -0.7% 5,458 $1.3M
Firestone Capital Management 0.33% Reduce -0.5% 5,459 $1.3M
Carolinas Wealth Consulting LLC 0.26% Reduce -7.3% 5,458 $1.3M
Maia Wealth LLC 0.28% Add +17.1% 4,912 $1.3M
Cornerstone Planning Group LLC 0.32% Add +462.1% 4,907 $1.3M
Probity Advisors, Inc. 0.25% Add +8.6% 5,437 $1.3M
Evanson Asset Management, LLC 0.09% No change 5,429 $1.3M
Tranquilli Financial Advisor LLC 0.82% Reduce -1.8% 5,425 $1.3M
Peregrine Asset Advisers, Inc. 0.48% Reduce -6.1% 5,425 $1.3M
Angeles Investment Advisors, LLC 0.06% Add +0.3% 5,416 $1.3M
Oxler Private Wealth LLC 0.43% Add +0.5% 5,408 $1.3M
Evernest Financial Advisors, LLC 0.34% Reduce -1.0% 5,405 $1.3M
Bellevue Asset Management, LLC 0.67% Add +0.0% 5,397 $1.3M
Cassia Capital Partners, LLC 0.82% Add +21.0% 5,388 $1.3M
Strategic Family Wealth Counselors, L.L.C. 0.42% Add +10.9% 5,373 $1.3M
Northstar Group, Inc. 0.22% Add +71.7% 5,368 $1.3M
Sachetta, LLC 0.51% Reduce -5.7% 5,364 $1.3M
Grant Street Asset Management, Inc. 0.34% Reduce -0.1% 5,355 $1.3M
Renasant Bank 0.83% Reduce -1.9% 5,347 $1.3M
Hara Capital LLC 0.81% No change 5,346 $1.3M
Horizon Wealth Management, LLC 0.22% Reduce -2.3% 5,341 $1.3M
Oldfather Financial Services, LLC 0.49% Add +0.1% 5,331 $1.3M
Burt Wealth Advisors 0.32% Reduce -1.8% 5,331 $1.3M
Cravens & Co Advisors, LLC 0.97% Reduce -0.0% 5,322 $1.3M
Hillsdale Investment Management Inc. 0.06% Reduce -20.6% 5,322 $1.3M
Blake Schutter Theil Wealth Advisors, LLC 1.35% Reduce -55.6% 5,319 $1.3M
Gerber, LLC 0.93% Add +0.1% 5,315 $1.3M
Floyd Financial Group LLC 1.05% — 5,305 $1.3M
MinichMacGregor Wealth Management, LLC 0.26% Add +13.2% 5,307 $1.3M
West Bancorporation Inc. 0.84% Reduce -1.2% 5,303 $1.3M
Sterneck Capital Management, LLC 0.69% Add +1.8% 5,299 $1.3M
Councilmark Asset Management, LLC 0.85% Add +1.0% 5,293 $1.3M
Hutchinson Capital Management 0.24% No change 5,291 $1.3M
Baron Wealth Management LLC 0.60% Add +3.4% 5,286 $1.3M
Castlekeep Investment Advisors LLC 0.89% Reduce -8.3% 5,283 $1.3M
Williamson Legacy Group, LLC 0.84% Add +6.7% 5,266 $1.3M
Galibier Capital Management Ltd. 0.36% No change 5,260 $1.3M
Eagle Strategies LLC 0.22% Reduce -7.0% 5,257 $1.3M
Elevate Capital Advisors, LLC 1.11% — 5,257 $1.3M
Aspen Grove Capital, LLC 0.27% Reduce -0.8% 5,256 $1.3M
Hickory Point Bank & Trust 1.12% — 5,251 $1.3M
Tanager Wealth Management LLP 0.16% Add +42.5% 5,244 $1.3M
Financial Partners Group, Inc 0.18% Add +4.8% 5,235 $1.3M
Cardinal Capital Management, Inc. 0.04% Reduce -47.9% 5,235 $1.3M
DHK Financial Advisors, Inc. 0.76% Add +80.1% 5,227 $1.3M
XTX Topco Ltd 0.11% Add +121.0% 5,225 $1.3M
Cross Staff Investments Inc 0.87% Reduce -4.6% 5,217 $1.3M
Steph & Co. 0.42% Reduce -5.3% 5,217 $1.3M
Latitude Advisors, LLC 0.70% Reduce -0.9% 5,212 $1.2M
Alan B Lancz & Associates, Inc. 1.27% Reduce -5.5% 5,206 $1.2M
ZEGA Investments, LLC 0.37% — 4,706 $1.2M
Tectonic Advisors LLC 0.08% Add +4.4% 5,197 $1.2M
Whalen Wealth Management Inc. 0.86% Add +34.3% 5,190 $1.2M
Proathlete Wealth Management LLC 0.47% Add +1.7% 5,187 $1.2M
Horan Securities, Inc. 0.47% Reduce -2.4% 5,178 $1.2M
Elyxium Wealth, LLC 0.76% Reduce -62.1% 5,175 $1.2M
Salzhauer Michael 0.63% Reduce -23.1% 5,168 $1.2M
Centerpoint Advisors, LLC 0.43% Reduce -7.6% 5,146 $1.2M
Almanack Investment Partners, LLC. 0.19% Add +0.8% 5,143 $1.2M
Canandaigua National Trust Co of Florida 0.96% Add +10.7% 5,140 $1.2M
PKS Advisory Services, LLC 0.31% — 5,120 $1.2M
Gibbs Wealth Management 0.33% Add +31.7% 5,115 $1.2M
Alliance Wealth Management Group 0.33% Reduce -0.8% 5,106 $1.2M
Bison Wealth, LLC 0.15% — 5,106 $1.2M
Virtus Advisers, LLC 0.50% Add +22.3% 5,104 $1.2M
Cascades Capital Asset Management, LLC 0.67% Add +0.2% 5,097 $1.2M
Redwood Investment Management, LLC 0.12% Add +28.3% 5,092 $1.2M
TrueWealth Advisors, LLC 0.41% Reduce -21.2% 5,090 $1.2M
First Bancorp, Inc 0.83% Reduce -0.1% 5,087 $1.2M
Tributary Capital Management, LLC 0.09% Reduce -3.9% 5,087 $1.2M
Leonard Rickey Investment Advisors P.L.L.C. 0.28% Add +0.3% 5,085 $1.2M
Aurora Private Wealth, Inc. 0.91% Add +2.8% 5,075 $1.2M
Patron Partners, LLC 0.66% Add +10.5% 5,074 $1.2M
Keyvantage Wealth, LLC 0.87% — 5,063 $1.2M
Kennedy Investment Group, Inc. 0.55% Add +1.0% 5,053 $1.2M
Spinnaker Investment Group, LLC 0.29% Add +3.1% 5,049 $1.2M
Willner & Heller, LLC 1.06% Add +0.5% 5,042 $1.2M
May Hill Capital, LLC 0.47% — 5,034 $1.2M
PFW Advisors LLC 0.37% — 5,031 $1.2M
Garde Capital, Inc. 0.08% Add +38.7% 5,028 $1.2M
Dempze Nancy E 0.69% Reduce -1.4% 5,018 $1.2M
Hofer & Associates. Inc 0.81% Reduce -6.2% 5,008 $1.2M
Oliver Lagore Vanvalin Investment Group 0.31% Reduce -0.0% 5,007 $1.2M
Shelton Wealth Management, LLC 0.66% Add +1.6% 5,006 $1.2M
Gateway Wealth Partners, LLC 0.31% Reduce -1.7% 5,003 $1.2M
Up Strategic Wealth Investment Advisors LLC 1.20% Add +20.7% 5,003 $1.2M
Campion Asset Management 0.91% Reduce -0.6% 5,001 $1.2M
JBF Capital, Inc. 0.21% No change 5,000 $1.2M
Greenhaven Associates Inc. 0.02% No change 5,000 $1.2M
Beaumont Asset Management, L.L.C. 0.69% Reduce -2.4% 4,997 $1.2M
Smart Portfolios, LLC 1.25% Reduce -1.8% 4,984 $1.2M
Port Capital LLC 0.05% Reduce -2.3% 4,981 $1.2M
Steamboat Capital Partners, LLC 0.37% New 4,981 $1.2M
Westhampton Capital, LLC 0.61% Add +0.4% 4,979 $1.2M
Wayfinding Financial, LLC 0.64% New 4,980 $1.2M
Viawealth, LLC 0.72% Reduce -9.8% 4,977 $1.2M
McHugh Group, LLC 0.90% — 4,975 $1.2M
Elevatus Welath Management 0.41% Add +15.8% 4,962 $1.2M
Creative Financial Designs Inc. 0.10% Reduce -5.2% 4,954 $1.2M
Benson Investment Management Company, Inc. 0.49% No change 4,950 $1.2M
Richardson Financial Services Inc. 0.83% Reduce -6.9% 4,955 $1.2M
HBW Advisory Services LLC 0.12% Add +10.6% 4,925 $1.2M
Wallington Asset Management, LLC 0.17% Reduce -1.2% 4,923 $1.2M
Eubel Brady & Suttman Asset Management Inc. 0.17% Reduce -0.3% 4,907 $1.2M
Taylor Hoffman Capital Management LLC 0.43% No change 4,903 $1.2M
Darden Wealth Group Inc 0.79% Add +11.2% 4,880 $1.2M
Smith Thornton Advisors LLC 0.74% Add +31.4% 4,875 $1.2M
Nova Wealth Management, Inc. 1.01% — 4,863 $1.2M
Avaii Wealth Management, LLC 0.57% Reduce -3.5% 4,857 $1.2M
Diamant Asset Management, Inc. 0.74% No change 4,851 $1.2M
PhiloSmith Capital Corp 0.33% Reduce -49.2% 4,850 $1.2M
Renaissance Group LLC 0.05% Reduce -4.2% 4,850 $1.2M
Alliance Wealth Advisors, LLC 0.67% Reduce -2.2% 4,849 $1.2M
Manske Wealth Management 0.46% — 4,848 $1.2M
Seamount Financial Group Inc. 0.80% Reduce -7.0% 4,847 $1.2M
Mach-1 Financial Group, LLC 2.09% Add +10.8% 4,843 $1.2M
Harris Associates (Oakmark Funds) 0.00% Reduce -2.7% 4,839 $1.2M
Weinberger Asset Management, Inc 0.48% Reduce -0.0% 4,837 $1.2M
Topsail Wealth Management, LLC 0.25% — 4,835 $1.2M
Oliver Luxxe Assets LLC 0.21% No change 5,496 $1.2M
Atlas Private Wealth Advisors 0.16% Reduce -9.7% 4,833 $1.2M
Guardian Asset Advisors, LLC 0.74% Add +3.6% 4,828 $1.2M
Truvestments Capital LLC 0.30% Add +3.5% 4,824 $1.2M
Abel Hall, LLC 0.74% Add +2.3% 4,819 $1.2M
Longfellow Investment Management Co. LLC 0.30% Reduce -6.0% 4,813 $1.2M
McAdam, LLC 0.06% Add +12.7% 4,799 $1.2M
Sage Private Wealth Group, LLC 0.86% Reduce -11.8% 4,792 $1.1M
Carrera Capital Advisors 0.27% Add +11.4% 4,786 $1.1M
Jacobsen Capital Management 0.49% Add +0.0% 4,783 $1.1M
Red Wave Investments LLC 0.40% Add +0.2% 4,781 $1.1M
Bravias Capital Group, LLC 0.93% — 4,276 $1.1M
Lakeshore Capital Group, Inc. 1.73% — 4,763 $1.1M
Voisard Asset Management Group, Inc. 0.38% Reduce -6.0% 4,762 $1.1M
Waterway Wealth Management, LLC 0.50% Add +3.9% 4,744 $1.1M
Requisite Capital Management, LLC 0.23% Reduce -0.1% 4,732 $1.1M
Activest Wealth Management 0.32% Reduce -6.6% 4,731 $1.1M
Heritage Investment Group, Inc. 0.21% Reduce -3.7% 4,727 $1.1M
Southeast Asset Advisors, LLC 0.14% Add +1.1% 4,722 $1.1M
Arthur M. Cohen & Associates, LLC 0.20% Add +20.1% 4,721 $1.1M
Fairvoy Private Wealth, LLC 0.30% — 4,720 $1.1M
49 Wealth Management, LLC 0.16% Add +2.6% 4,720 $1.1M
Elgethun Capital Management 0.27% Add +5.9% 4,720 $1.1M
Paladin Wealth, LLC 0.98% Add +4.5% 4,716 $1.1M
Insight Advisors, LLC/ PA 0.19% Add +0.5% 4,723 $1.1M
Enclave Advisors LLC 0.19% Reduce -1.1% 4,714 $1.1M
Obsidian Cio, LLC 0.21% Add +44.6% 4,713 $1.1M
Maxele Advisors, LLC 1.08% — 4,712 $1.1M
Strategies Wealth Advisors, LLC 0.14% New 4,087 $1.1M
Cavalier Investments, LLC 0.38% Add +4.3% 4,698 $1.1M
Meridian Management Co. 0.30% Add +3.5% 4,692 $1.1M
BIP Wealth, LLC 0.08% Add +35.4% 4,686 $1.1M
Summit X, LLC 0.25% Add +3.4% 4,680 $1.1M
Grove Street Fiduciary, LLC 0.59% — 4,673 $1.1M
Fortress Private Ledger, LLC 0.68% — 4,666 $1.1M
Schorn Wealth LLC 0.36% Reduce -0.7% 4,661 $1.1M
Aspire Private Capital, LLC 0.28% Add +3.5% 4,659 $1.1M
Skba Capital Management LLC 0.18% Reduce -11.6% 4,657 $1.1M
Armstrong Advisory Group, Inc. 0.09% Add +13.4% 4,644 $1.1M
Merrion Investment Management Co, LLC 0.77% No change 4,644 $1.1M
Wagner Wealth Management, LLC 0.29% Add +12.9% 4,639 $1.1M
Family Firm, Inc. 0.25% Add +0.3% 4,638 $1.1M
Planning Center, Inc. 0.14% Reduce -4.8% 4,631 $1.1M
CM Wealth Advisors LLC 0.36% Reduce -3.6% 4,629 $1.1M
Eldridge Investment Advisors, Inc. 0.26% No change 4,628 $1.1M
Werba Rubin Papier Wealth Management 0.26% Reduce -3.0% 4,621 $1.1M
Summit Wealth Partners, LLC 0.23% Reduce -18.0% 4,611 $1.1M
Buttonwood Financial Advisors Inc. 0.49% Reduce -9.9% 4,607 $1.1M
Investment Advisory Group, LLC 0.37% Reduce -10.5% 4,607 $1.1M
Retirement Planning Co of New England, Inc. 0.53% Add +5.8% 4,600 $1.1M
Advyzon Investment Management, LLC 0.43% — 4,598 $1.1M
Wintrust Investments LLC 0.97% Reduce -7.1% 4,597 $1.1M
Eagle Harbor Asset Management Inc. 1.10% Reduce -0.8% 4,597 $1.1M
Liberty Wealth Management LLC 0.18% Add +2.3% 4,589 $1.1M
Matisse Capital 0.56% No change 4,581 $1.1M
Great Oak Capital Partners, LLC 0.37% Add +0.6% 4,493 $1.1M
Pennington Partners & Co., LLC 0.54% — 4,572 $1.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.09% Reduce -0.3% 4,568 $1.1M
Bank of Marin 0.87% Add +10.3% 4,567 $1.1M
Breed's Hill Capital LLC 0.57% Add +167.9% 4,565 $1.1M
Hamilton Wealth, LLC 0.27% Reduce -12.2% 4,562 $1.1M
PSI Advisors, LLC 0.32% Add +0.0% 4,560 $1.1M
Hassell Wealth Management, LLC 0.44% No change 4,085 $1.1M
CWS Financial Advisors, LLC 0.35% Add +0.0% 4,546 $1.1M
Synergy Asset Management, LLC 0.08% Add +31.5% 4,998 $1.1M
Ariadne Wealth Management, LP 0.50% Add +24.7% 4,014 $1.1M
Caas Capital Management LP 0.90% New 4,531 $1.1M
CMG Global Holdings, LLC 0.60% Add +0.4% 4,132 $1.1M
Aspen Wealth Management LLC 0.32% Add +0.4% 4,528 $1.1M
Deseret Mutual Benefit Administrators 0.53% Reduce -9.0% 4,519 $1.1M
Eaton Financial Holdings Company, LLC 0.42% Reduce -0.7% 4,507 $1.1M
Towne Trust Company, N.A 0.38% Reduce -2.9% 4,506 $1.1M
WNY Asset Management, LLC 0.13% Reduce -3.4% 4,504 $1.1M
Shulman DeMeo Asset Management LLC 0.29% Reduce -1.3% 4,500 $1.1M
PUREfi Wealth, LLC 1.05% — 4,495 $1.1M
Avalon Trust Co 0.08% Add +7.5% 4,486 $1.1M
Luts & Greenleigh Group, Inc. 1.06% Reduce -4.3% 4,485 $1.1M
Myriad Asset Management US LP 0.72% — 4,482 $1.1M
Ewa, LLC 0.40% No change 4,468 $1.1M
Disciplined Equity Management, Inc. 0.69% Add +0.5% 4,463 $1.1M
GPS Wealth Strategies Group, LLC 0.14% Reduce -13.4% 4,455 $1.1M
Humankind Investments LLC 0.27% Reduce -9.0% 4,446 $1.1M
Goldstein Advisors, LLC 0.15% Reduce -1.9% 4,444 $1.1M
Westfuller Advisors, LLC 0.68% Reduce -0.5% 4,439 $1.1M
MRA Advisory Group 0.56% Reduce -8.8% 4,435 $1.1M
Davidson Investment Advisors 0.05% Add +3.0% 4,434 $1.1M
Transce3nd, LLC 0.36% — 4,420 $1.1M
TPG Advisors LLC 0.83% Add +0.1% 4,425 $1.1M
Round Rock Advisors LLC 0.22% Add +35.5% 4,418 $1.1M
Castleview Partners, LLC 0.57% Add +3.1% 4,412 $1.1M
Mainsail Financial Group, LLC 0.61% Reduce -0.4% 4,397 $1.1M
Full Sail Capital, LLC 0.07% Add +3.0% 4,397 $1.1M
Kirtland Hills Capital Management, LLC 0.67% Add +4.3% 4,390 $1.1M
Gemmer Asset Management LLC 0.10% Add +38.8% 4,389 $1.1M
J.Safra Asset Management Corp 0.09% Add +27.3% 4,394 $1.1M
Wedge Capital Management L L P 0.02% No change 4,384 $1.1M
BWM Planning, LLC 0.46% No change 4,384 $1.1M
California First Leasing Corp. 0.43% No change 4,380 $1.0M
Uptick Partners, LLC 0.38% Reduce -3.5% 4,365 $1.0M
Wealthstream Advisors, Inc. 0.19% Reduce -0.1% 4,364 $1.0M
Private Capital Management LLC 0.21% Reduce -19.6% 4,342 $1.0M
Center For Asset Management LLC 0.67% Add +0.2% 4,339 $1.0M
Maiden Cove Capital, LLC 1.58% Reduce -7.7% 4,324 $1.0M
Garden State Investment Advisory Services LLC 0.32% Add +2.8% 4,308 $1.0M
Cutter & CO Brokerage, Inc. 0.25% Reduce -6.9% 4,318 $1.0M
Prelude Capital Management, LLC 0.09% Reduce -34.9% 4,308 $1.0M
Clearwater Capital Advisors, LLC 0.10% Reduce -8.8% 4,308 $1.0M
Fiera Capital Corp 0.00% Add +17.1% 4,305 $1.0M
Borer Denton & Associates, Inc. 0.36% No change 4,304 $1.0M
Aventura Private Wealth, LLC 0.55% — 4,298 $1.0M
Cottonwood Capital Advisors, LLC 0.74% Add +23.0% 4,293 $1.0M
Blackston Financial Advisory Group, LLC 0.51% Add +1.9% 4,284 $1.0M
Pacific Point Advisors, LLC 0.62% — 3,823 $1.0M
Maripau Wealth Management LLC 0.61% New 4,269 $1.0M
Roberts Glore & Co. Inc. 0.30% Reduce -0.8% 4,265 $1.0M
Stonebridge Financial Group, LLC 0.11% — 4,264 $1.0M
Trek Financial, LLC 0.08% Reduce -1.3% 4,263 $1.0M
Kohmann Bosshard Financial Services, LLC 0.12% Reduce -8.8% 4,262 $1.0M
Lumbard & Kellner, LLC 0.44% Add +6.4% 4,262 $1.0M
Ecofi Investissements SA 0.63% Reduce -4.2% 4,600 $1.0M
Napa Wealth Management 0.44% New 4,250 $1.0M
Silphium Asset Management Ltd 0.37% New 4,240 $1.0M
Blalock Williams, LLC 1.18% — 4,236 $1.0M
Brown Capital Management LLC 0.02% Reduce -5.3% 4,218 $1.0M
Old North State Trust, LLC 0.64% Add +5.0% 4,219 $1.0M
R.H. Dinel Investment Counsel, Inc. 0.67% No change 4,217 $1.0M
Tevis Investment Management 0.75% Reduce -9.3% 4,213 $1.0M
First National Corp. /Ma/ 0.23% Add +0.3% 4,204 $1.0M
Collective Family Office LLC 0.28% Reduce -1.0% 4,195 $1.0M
Retirement Income Solutions, Inc. 0.20% Reduce -4.8% 4,194 $1.0M
Paragon Private Wealth Management, LLC 0.46% Add +26.1% 4,191 $1.0M
Curated Wealth Partners LLC 0.11% Reduce -2.3% 4,184 $1.0M
GGM Financial LLC 1.07% Add +0.5% 4,172 $1.0M
S.A. Mason LLC 0.52% Reduce -0.1% 4,164 $998K
Byrne Financial Freedom, LLC 0.44% — 4,161 $997K
Hopwood Financial Services, Inc. 0.76% — 4,161 $997K
Landaas & Co. /Wi 0.28% Add +0.1% 4,160 $997K
Summa Corp. 0.49% No change 4,133 $991K
NBZ Investment Advisors LLC 0.55% — 4,128 $990K
MFA Wealth Services 0.79% — 4,123 $988K
Twin Focus Capital Partners, LLC 0.15% Reduce -7.4% 4,122 $988K
Ardent Capital Management, Inc. 0.45% Reduce -30.4% 4,120 $988K
Wimmer Associates 1, LLC 0.49% Add +1.0% 4,114 $986K
Helium Advisors LLC 0.78% — 4,106 $984K
Fca Corp. 0.31% Add +0.1% 4,434 $984K
Affinity Capital Advisors, LLC 0.19% Add +3.3% 4,046 $984K
Crown Wealth Group, LLC 0.40% Reduce -0.8% 4,098 $982K
Discipline Wealth Solutions, LLC 0.45% Add +10.8% 4,097 $982K
Maxi Investments CY Ltd 0.19% New 4,091 $981K
McDonough Capital Management, Inc 0.61% Add +28.0% 4,083 $979K
Kaydan Wealth Management, Inc. 0.33% No change 4,081 $978K
Connective Portfolio Management, LLC 1.46% Reduce -59.5% 4,080 $978K
1858 Wealth Management, LLC 0.77% Reduce -1.6% 4,078 $978K
Pine Haven Investment Counsel, Inc 0.80% Reduce -5.9% 4,072 $976K
Wealthspire Retirement, LLC 0.08% Add +6.0% 4,067 $975K
Roberts Financial Services LLC 0.18% Reduce -8.3% 4,058 $973K
Lifeworks Advisors, LLC 0.18% Add +4.2% 4,055 $972K
Investors Research Corp 0.21% Reduce -5.8% 4,053 $972K
Ninepoint Partners LP 0.15% Add +3.3% 4,050 $971K
Partners Wealth Management, LLC 1.10% — 4,049 $971K
Safeguard Financial, LLC 0.21% Add +0.7% 4,048 $970K
Taylor Financial Group, Inc. 0.67% No change 4,041 $969K
Quantum Portfolio Management LLC 0.52% Reduce -2.0% 4,015 $962K
Wellspring Financial Advisors, LLC 0.10% Reduce -7.5% 4,003 $959K
Wendell David Associates Inc. 0.09% No change 4,000 $959K
Impact Partnership Wealth, LLC 0.19% Add +8.8% 4,000 $959K
Harbert Fund Advisors, LLC 0.83% Add +60.0% 4,000 $959K
Epacria Capital Partners, LLC 0.82% Reduce -61.5% 4,000 $959K
Harbor Group, Inc. 0.21% Add +0.0% 3,988 $956K
Sterling Group Wealth Management, LLC 0.50% Reduce -2.4% 3,981 $954K
Narus Financial Partners, LLC 0.32% Reduce -5.0% 3,972 $952K
Mogy Joel R Investment Counsel Inc. 0.06% No change 3,966 $951K
CJM Wealth Advisers, Ltd. 0.32% Reduce -3.8% 3,957 $948K
Ironwood Investment Management LLC 0.47% No change 3,954 $948K
GSG Advisors LLC 0.30% Add +12.9% 3,950 $947K
Thomas Story & Son LLC 0.40% No change 3,940 $944K
Challenger Wealth Management 0.81% — 3,935 $943K
Vawter Financial, Ltd. 0.57% Add +0.8% 3,930 $942K
Doheny Asset Management 0.70% No change 3,926 $941K
Total Investment Management Inc. 0.13% Add +5.5% 3,923 $940K
Avantra Family Wealth, Inc. 0.88% — 3,918 $939K
Taika Capital, LP 0.71% New 3,903 $936K
Cape Investment Advisory, Inc. 0.37% Reduce -0.4% 3,899 $935K
WealthTrust Asset Management, LLC 0.67% Reduce -2.8% 3,878 $930K
Warren Street Wealth Advisors, LLC 0.38% Reduce -5.4% 3,857 $925K
Clearview Wealth Advisors LLC 0.70% Reduce -0.8% 3,856 $924K
Benchmark Financial Wealth Advisors, LLC 0.30% Add +1.8% 3,846 $922K
Keebeck Wealth Management 0.13% Add +6.3% 3,844 $922K
Goldstream Capital Management Ltd 0.39% Reduce -57.2% 3,841 $921K
TFR Capital, LLC. 0.46% — 3,836 $920K
Watershed Private Wealth LLC 0.36% Reduce -7.8% 3,831 $918K
Howard Wealth Management, LLC 0.49% Reduce -1.0% 3,815 $915K
LCM Capital Management Inc 0.52% No change 3,811 $914K
Hillcrest Wealth Advisors - NY, LLC 0.43% Reduce -11.6% 3,810 $913K
Ruggaard & Associates LLC 0.40% Reduce -0.5% 3,799 $911K
Versant Capital Management, Inc 0.20% Add +37.1% 3,797 $910K
Ellevest, Inc. 0.05% Reduce -9.6% 3,790 $908K
Plan A Wealth LLC 0.83% — 3,789 $908K
Maltin Wealth Management, Inc. 0.45% Add +0.4% 3,784 $907K
Flagstone Financial Management 0.30% Reduce -6.8% 3,781 $906K
GenWealth Group, Inc. 0.21% Reduce -1.7% 3,780 $906K
Tillman Hartley LLC 0.26% No change 3,779 $906K
Investor's Fiduciary Advisor Network, LLC 0.35% — 3,780 $905K
Arkfeld Wealth Strategies, L.L.C. 0.41% Add +0.4% 3,701 $904K
GFG Capital, LLC 0.25% Add +0.0% 3,770 $904K
BlueSky Wealth Advisors, LLC 0.14% No change 3,768 $903K
Holos Integrated Wealth LLC 0.62% — 3,764 $902K
Mayfair Advisory Group, LLC 0.53% Add +5.9% 3,757 $901K
Horizon Kinetics Asset Management LLC 0.01% Reduce -7.9% 3,745 $898K
Portland Global Advisors LLC 0.11% Add +0.3% 3,738 $896K
Hourglass Capital, LLC 0.25% No change 3,735 $895K
McCarthy & Cox 0.31% Reduce -7.2% 3,734 $895K
Griffith & Werner, Inc. 0.59% — 3,720 $892K
Holland Advisory Services, Inc. 1.16% Add +3.5% 3,717 $891K
Consilio Wealth Advisors, LLC 0.36% Add +2.5% 3,715 $891K
KDT Advisors, LLC 1.31% — 3,712 $890K
Atticus Wealth Management, LLC 0.28% Add +3.0% 3,702 $888K
M3 Advisory Group, LLC 0.64% Reduce -3.0% 3,701 $887K
Legacies Wealth LLC 0.69% No change 3,699 $887K
Whitaker-Myers Wealth Managers, LTD. 0.26% Add +6.2% 3,694 $885K
Wallace Advisory Group, LLC 0.61% Reduce -23.0% 4,196 $885K
William Mack & Associates, Inc. 0.93% — 3,689 $884K
A. D. Beadell Investment Counsel, Inc. 0.72% Reduce -57.9% 3,688 $884K
Diversified Portfolios, Inc. 0.10% Reduce -0.2% 3,688 $884K
Per Stirling Capital Management, LLC. 0.13% Reduce -4.1% 3,682 $883K
Prostatis Group LLC 0.26% Add +8.9% 3,682 $883K
Advance Capital Management, Inc. 0.04% Reduce -1.3% 3,682 $883K
Quantum Private Wealth, LLC 0.28% Reduce -8.8% 3,679 $882K
Next Capital Management LLC 0.36% Reduce -14.2% 3,670 $880K
Santori & Peters, Inc. 0.34% Add +0.3% 3,665 $879K
Bright Futures Wealth Management, LLC. 0.79% Reduce -9.4% 3,295 $878K
Semus Wealth Partners LLC 0.58% Add +0.1% 3,664 $878K
von Borstel & Associates, Inc. 0.34% Add +0.9% 3,666 $878K
1776 Wealth LLC 0.40% Add +0.1% 3,652 $875K
Essex Investment Management Co. LLC 0.16% Reduce -6.1% 3,650 $875K
Elwood & Goetz Wealth Advisory Group, LLC 0.21% Add +2.6% 3,649 $875K
Ssi Investment Management LLC 0.31% Reduce -0.1% 3,642 $873K
NCP Inc. 0.45% Add +0.0% 3,642 $873K
Tsfg, LLC 0.18% Reduce -6.0% 3,636 $872K
Hoxton Planning & Management, LLC 0.33% Add +0.2% 3,635 $871K
BridgePort Financial Solutions, LLC 0.39% — 3,363 $871K
Keb Asset Management, LLC 0.25% Reduce -30.6% 3,622 $868K
Flagship Wealth Advisors, LLC 0.51% — 3,612 $866K
Fiducient Advisors LLC 0.11% Add +2.7% 3,606 $864K
Joule Financial, LLC 0.31% Add +5.6% 3,600 $863K
TCFG Wealth Management, LLC 0.44% Reduce -3.6% 3,600 $863K
Millennium Capital Advisors, LLC 0.59% Reduce -39.2% 3,596 $862K
Sierra Capital LLC 0.10% Add +3.7% 3,598 $862K
Miller Financial Services LLC 0.73% — 3,593 $861K
LongView Wealth Management 0.26% Add +0.1% 3,578 $858K
Magnolia Capital Management Ltd. 0.68% No change 3,575 $857K
Stonekeep Investments, LLC 0.64% Reduce -0.5% 3,573 $857K
Hibernia Wealth Partners, LLC 0.66% Reduce -36.7% 3,573 $856K
Montis Financial, LLC 0.26% Add +25.1% 3,570 $856K
Capital Management Associates, Inc 0.32% Add +0.1% 3,567 $855K
Rede Wealth, LLC 0.33% Reduce -3.9% 3,562 $854K
Legacy Financial Strategies, LLC 0.18% Add +4.5% 3,545 $851K
Palo Alto Wealth Advisors, LLC 0.30% Add +95.3% 3,548 $851K
Carmel Capital Partners, LLC 0.34% Add +0.3% 3,546 $850K
Facet Wealth, Inc. 0.02% Add +1.9% 3,076 $848K
Better Money Decisions, LLC 0.59% Add +16.1% 3,535 $847K
OneAscent Wealth Management LLC 0.35% Reduce -5.0% 3,535 $847K
Fuller & Thaler Asset Management, Inc. 0.00% No change 3,529 $846K
Glass Wealth Management Co LLC 0.46% Add +3.5% 3,527 $845K
IVC Wealth Advisors LLC 0.47% Reduce -12.1% 3,526 $845K
Grey Fox Wealth Advisors, LLC 0.23% Add +0.1% 3,520 $844K
Oberweis Asset Management Inc./ 0.04% Reduce -5.2% 3,516 $843K
American Capital Advisory, LLC 0.47% No change 3,505 $840K
Keating Investment Counselors Inc. 0.26% No change 3,500 $839K
WJ Interests, LLC 0.40% No change 3,498 $839K
BankPlus Wealth Management LLC 0.62% — 3,488 $836K
North Forty Two & Co. 0.96% — 3,478 $834K
Persium Advisors, LLC 0.82% — 3,466 $831K
Cascade Investment Advisors, Inc. 0.53% Reduce -0.6% 3,458 $829K
RBA Wealth Management, LLC 0.31% Reduce -3.9% 3,445 $826K
Illumine Investment Management, LLC 0.68% — 3,441 $825K
Moller Wealth Partners 0.22% Reduce -38.4% 3,437 $824K
Henrickson Nauta Wealth Advisors, Inc. 0.33% No change 3,436 $824K
Prosperity Wealth Management, Inc. 0.34% Add +1.3% 3,425 $821K
Invenio Wealth Partners LLC 0.34% No change 3,419 $820K
Vista Capital Partners, Inc. 0.10% Add +6.4% 3,406 $816K
Outlook Wealth Advisors, LLC 0.23% Add +4.1% 3,385 $812K
Meridian Wealth Partners, LLC 0.12% Reduce -11.9% 3,382 $811K
Merriman Wealth Management, LLC 0.03% Add +16.6% 3,382 $811K
Bank & Trust Co 0.68% Reduce -0.3% 3,381 $810K
IronOak Wealth LLC. 0.91% — 3,380 $810K
Laraway Financial Advisors Inc 0.62% No change 3,373 $809K
Capital Advantage, Inc. 0.15% New 3,368 $807K
Altus Wealth Management, LLC 0.36% Add +1.7% 3,367 $807K
Wealthcare Capital Partners, LLC 0.42% — 3,366 $807K
Postrock Partners LLC 0.39% — 3,362 $806K
Great Diamond Partners, LLC 0.21% Add +4.4% 3,355 $804K
Pacific Center for Financial Services 0.21% Add +0.1% 3,351 $803K
Pension & Wealth Management Advisors, Inc. 0.32% Add +13.3% 3,348 $803K
Vigilare Wealth Management 0.33% Reduce -2.5% 3,349 $803K
Forefront Analytics, LLC 0.37% Add +1.9% 3,345 $802K
Aua Capital Management, LLC 0.51% Reduce -31.8% 3,341 $801K
Motive Wealth Advisors 0.43% Add +8.7% 3,335 $799K
Smith Anglin Financial, LLC 0.07% Add +0.1% 3,333 $799K
First Community Trust NA 0.57% Add +5.6% 3,327 $798K
HTG Investment Advisors, Inc. 0.36% Reduce -2.6% 3,323 $797K
Accredited Wealth Management, LLC 0.70% — 3,315 $795K
Abound Wealth Management 0.25% Add +1.0% 3,309 $793K
EdgeRock Capital LLC 0.52% Add +11.0% 3,306 $792K
Diametric Capital, LP 0.54% Reduce -37.9% 3,304 $792K
Elevation Wealth Partners, LLC 0.33% Add +0.6% 3,300 $791K
Willow Creek Wealth Management Inc. 0.08% Reduce -1.0% 3,295 $790K
Pasadena Private Wealth, LLC 0.16% Reduce -35.3% 3,292 $789K
Strive Asset Management, LLC 0.59% — 3,292 $789K
Farringdon Capital, Ltd. 0.33% — 3,292 $789K
Ehrlich Financial Group 0.56% Reduce -1.3% 3,286 $788K
Global Assets Advisory, LLC 0.43% Reduce -14.6% 3,277 $786K
Garrett Wealth Advisory Group, LLC 0.18% Add +21.7% 3,280 $786K
Acorn Creek Capital LLC 0.40% Reduce -0.3% 3,278 $786K
Whelan Financial 0.31% Add +0.2% 3,276 $785K
Intergy Private Wealth, LLC 0.29% Add +3.8% 3,268 $783K
Single Point Partners, LLC 0.18% Reduce -9.6% 3,266 $783K
Creekside Partners 0.41% No change 3,263 $782K
Walkner Condon Financial Advisors LLC 0.16% Reduce -10.3% 3,261 $782K
Rise Advisors, LLC 0.38% Add +2.3% 3,256 $780K
Visionary Horizons, LLC 0.51% Add +7.0% 3,254 $780K
Mattern Capital Management, LLC 0.10% Reduce -7.5% 3,250 $779K
Lockerman Financial Group, Inc. 1.32% Reduce -1.5% 3,245 $778K
Weaver Consulting Group 0.24% Reduce -0.3% 3,225 $773K
Unionview, LLC 0.57% Add +0.1% 3,224 $773K
Concorde Asset Management, LLC 0.40% Add +2.0% 3,222 $772K
D.B. Root & Company, LLC 0.25% Add +6.0% 3,221 $772K
Emerald Advisors, LLC 0.11% Add +0.5% 3,211 $770K
Wolff Financial Management LLC 0.21% No change 3,209 $769K
Arkansas Financial Group, Inc. 0.12% Reduce -5.2% 3,207 $769K
Harrington Investments, INC 0.42% Add +14.3% 3,203 $768K
Insight 2811, Inc. 0.39% Add +0.3% 3,196 $766K
J2 Capital Management Inc 0.72% — 3,189 $764K
WestHill Financial Advisors, Inc. 0.17% Add +0.1% 3,184 $763K
Arkos Global Advisors 0.11% Reduce -23.0% 3,182 $763K
Compass Ion Advisors, LLC 0.09% Add +2.9% 3,180 $762K
AXS Investments LLC 0.21% Reduce -8.2% 3,173 $761K
Willis Johnson & Associates, Inc. 0.06% Reduce -5.9% 3,170 $760K
Cherry Tree Wealth Management, LLC 0.19% No change 3,169 $760K
BCS Wealth Management 0.19% Add +2.0% 3,168 $759K
Arbor Wealth Advisors LLC 0.68% Add +1.5% 3,161 $758K
Payne Capital Management, LLC 0.33% — 3,156 $757K
Permanent Capital Management, LP 0.23% — 3,151 $755K
Encompass More Asset Management 0.25% Add +5.7% 3,149 $755K
Holcombe Financial, Inc. 0.62% — 3,147 $754K
Old North State Wealth Management, LLC 0.42% Add +17.1% 3,137 $754K
Copley Financial Group, Inc. 0.58% Reduce -1.1% 3,142 $753K
Shikiar Asset Management Inc. 0.22% No change 3,141 $753K
Opal Wealth Advisors, LLC 0.23% Add +0.0% 3,138 $752K
Burkett Financial Services, LLC 0.31% Reduce -9.3% 3,132 $751K
Wealthgarden F.S. LLC 0.70% Add +0.3% 3,131 $751K
Ackerman Capital Advisors, LLC 0.20% No change 3,127 $750K
Allen Wealth Management, LLC 0.54% Reduce -0.3% 3,121 $748K
Lakewood Asset Management LLC 0.51% No change 3,118 $747K
SP Asset Management LLC 0.06% Add +0.3% 3,117 $747K
Cohen & Steers, Inc. 0.00% Add +5.3% 3,115 $747K
Meridian Financial Advisors, LLC 0.51% Reduce -15.6% 3,110 $746K
Clayton Financial Group LLC 0.27% Add +5.3% 3,109 $745K
Rovin Capital /Ut/ 0.27% Add +0.6% 3,108 $745K
Warwick Investment Management, Inc. 0.15% Reduce -1.0% 3,103 $744K
HC Advisors, LLC 0.60% Add +20.2% 3,102 $744K
Northstar Financial Companies, Inc. 0.70% — 3,099 $743K
Wealth Advisors of Iowa, LLC 0.37% Add +8.1% 3,099 $743K
Atala Financial Inc 0.52% — 3,097 $742K
J. L. Bainbridge & Co., Inc. 0.07% Add +1.4% 3,096 $742K
Broyhill Asset Management, LLC 0.65% — 3,094 $742K
KFG Wealth Management, LLC 0.14% Add +10.2% 3,089 $741K
VSM Wealth Advisory, LLC 0.26% — 3,087 $740K
Paragon Capital Management Ltd 0.15% Reduce -15.9% 3,086 $740K
Nottingham Advisors, Inc. 0.09% Reduce -14.0% 3,085 $740K
Silver Lake Advisory, LLC 0.33% Add +0.5% 3,084 $739K
Capital CS Group, LLC 0.98% New 3,075 $737K
North Point Portfolio Managers Corp. 0.13% No change 3,069 $736K
Future Financial Wealth Managment LLC 0.54% No change 3,067 $735K
Cassady Schiller Wealth Management, LLC 0.27% Add +6.6% 3,067 $735K
Market Street Wealth Management Advisors LLC 0.12% Add +3.5% 3,061 $734K
Pullen Investment Management, LLC 0.48% Add +4.9% 3,057 $733K
Uniting Wealth Partners, LLC 0.35% — 3,057 $733K
Cooper/Haims Advisors, LLC 0.42% Add +0.0% 3,056 $732K
Fiduciary Financial Group, LLC 0.16% Reduce -0.2% 3,051 $732K
First Pacific Financial 0.17% Add +49.5% 3,052 $732K
Absolute Capital Management, LLC 0.40% Reduce -0.1% 3,052 $732K
AMJ Financial Wealth Management 0.20% Reduce -7.4% 3,046 $730K
Investmark Advisory Group LLC 0.36% Reduce -25.7% 3,045 $730K
Tiller Private Wealth, Inc. 0.31% Add +3.0% 3,037 $728K
Iron Gate Global Advisors LLC 0.10% Reduce -2.7% 3,021 $724K
OneAscent Family Office, LLC 1.31% — 3,020 $724K
New Jersey Better Educational Savings Trust 1.39% No change 3,017 $723K
Thoma Capital Management LLC 0.49% — 3,010 $721K
MKT Advisors LLC 0.31% Add +0.7% 2,778 $720K
Dakota Community Bank & Trust NA 3.42% Reduce -2.1% 3,002 $720K
SilverOak Wealth Management LLC 0.15% Add +0.5% 3,002 $720K
Lane & Associates LLC 0.37% Reduce -9.6% 2,691 $719K
Karani Asset Management LLC 0.67% — 3,000 $719K
Altshuler Shaham Ltd 0.02% No change 3,000 $719K
Beacon Capital Management, LLC 0.09% Add +2.5% 2,998 $719K
Centricity Wealth Management, LLC 0.67% — 2,998 $719K
Compass Capital Corp. /Ma/ 0.28% — 2,947 $719K
Earned Wealth Advisors, LLC 0.23% Add +15.4% 2,997 $718K
Safeguard Investment Advisory Group, LLC 0.20% Add +4.1% 2,991 $717K
Wealthedge Investment Advisors, LLC 0.32% — 2,992 $717K
Clarity Capital Partners LLC 0.37% Add +0.3% 2,983 $715K
Peninsula Wealth, LLC 0.12% Add +6.1% 2,983 $715K
Elios Financial Group Inc. 0.34% Reduce -3.5% 2,982 $715K
Coordinated Financial Services, Inc. 0.57% — 2,978 $714K
Cherrydale Wealth Management, LLC 0.28% Add +11.9% 2,978 $714K
Root Financial Partners, LLC 0.09% Add +99.4% 2,977 $714K
DecisionMap Wealth Management, LLC 0.56% — 2,971 $712K
Hughes Financial Services, LLC 0.15% — 2,967 $711K
One Day In July LLC 0.07% Reduce -23.0% 2,966 $711K
CLG LLC 0.25% — 2,966 $711K
Perritt Capital Management Inc 0.37% Reduce -5.8% 2,963 $710K
Code Waechter LLC 0.62% Reduce -2.2% 2,960 $709K
My Personal CFO, LLC 0.36% No change 2,956 $709K
Inspirion Wealth Advisors, LLC 0.10% No change 2,914 $709K
Strid Group, LLC 0.11% No change 2,951 $707K
Guidance Capital, Inc. 0.22% Reduce -63.2% 2,670 $707K
Mayport, LLC 0.21% Reduce -1.8% 2,941 $705K
Ariston Services Group 0.61% Reduce -9.7% 2,936 $704K
Rossby Financial, LCC 0.45% — 2,931 $703K
Wescott Financial Advisory Group, LLC 0.07% Add +12.0% 2,927 $702K
Heck Capital Advisors, LLC 0.08% Reduce -0.2% 2,924 $701K
Ring Mountain Capital, LLC 0.47% — 2,912 $698K
Claret Asset Management Corp 0.11% Reduce -5.6% 2,911 $698K
Dock Street Asset Management Inc. 0.08% No change 2,911 $698K
Financial Freedom, LLC 0.37% Add +0.2% 2,909 $697K
Integris Wealth Management, LLC 0.20% Add +8.6% 2,905 $696K
Safe Harbor Fiduciary, LLC 0.71% Reduce -1.8% 2,901 $695K
Islay Capital Management, LLC 0.49% Add +2.0% 2,898 $695K
Intelligence Driven Advisers, LLC 0.13% Add +2.2% 2,896 $694K
Successful Portfolios LLC 0.46% Reduce -1.2% 2,893 $694K
Laidlaw Wealth Management LLC 0.30% Reduce -4.5% 2,893 $693K
CapWealth Advisors, LLC 0.08% Add +0.8% 2,893 $693K
Vance Wealth, LLC 0.27% Add +9.5% 2,892 $693K
Arbor Investment Advisors, LLC 0.10% Reduce -1.1% 2,888 $692K
Hamilton Capital Partners, LLC 0.44% — 2,881 $691K
Murphy, Middleton, Hinkle & Parker, Inc. 0.39% Add +1.6% 2,881 $691K
Global Strategic Investment Solutions, LLC 0.08% Add +11.7% 2,881 $691K
Index Fund Advisors, Inc. 0.04% Add +3.5% 2,879 $690K
Leigh Baldwin & Co., LLC 0.58% — 2,877 $690K
Braun-Bostich & Associates Inc. 0.50% Reduce -18.7% 2,871 $688K
Salomon & Ludwin, LLC 0.07% Reduce -19.1% 2,871 $688K
Coign Capital Advisors LLC 0.63% — 2,869 $688K
Aletheian Wealth Advisors LLC 0.41% Add +6.4% 2,869 $688K
Robinson Smith Wealth Advisors LLC 0.58% Reduce -4.9% 2,868 $687K
Charter Research & Investment Group, Inc. 0.52% Reduce -3.7% 2,866 $687K
VestGen Investment Management 0.19% Add +4.9% 2,865 $687K
Alpha Financial Partners LLC 0.54% Reduce -14.0% 2,863 $686K
Fourpath Capital Management, LLC 0.13% Reduce -14.5% 2,863 $686K
Bruce G. Allen Investments, LLC 0.56% Reduce -0.6% 2,862 $686K
Lord & Richards Wealth Management, LLC 1.45% — 2,858 $685K
Opus Capital Group, LLC 0.09% Reduce -16.0% 2,858 $685K
Tucker Asset Management LLC 0.16% Reduce -11.8% 2,854 $684K
Morningstar Investment Management LLC 0.05% Reduce -71.1% 2,852 $684K
Waller Financial Planning Group, Inc. 0.17% Reduce -1.6% 2,853 $684K
FDx Advisors, Inc. 0.20% Reduce -15.0% 2,847 $682K
Wela Strategies, Inc. 0.29% New 1,398 $679K
WMG Financial Advisors, LLC 0.29% Add +5.4% 2,834 $679K
Obsidian Personal Planning Solutions LLC 0.33% Reduce -1.6% 2,540 $679K
Alpha Advisors, LLC 0.70% — 2,832 $679K
Lingohr Asset Management GmbH 1.40% New 2,840 $676K
AIMZ Investment Advisors, LLC 0.23% No change 2,804 $672K
Paladin Advisory Group, LLC 0.51% No change 2,802 $672K
First Affirmative Financial Network 0.39% Reduce -56.1% 2,801 $671K
Summitry LLC 0.03% Reduce -20.4% 2,799 $671K
Parkside Investments, LLC 0.10% Add +10.3% 2,799 $671K
Apeiron RIA LLC 0.19% Add +6.6% 2,798 $671K
Integrity Financial Corp 0.39% Reduce -14.1% 2,798 $671K
Abacus Wealth Partners, LLC 0.10% Reduce -2.8% 2,798 $671K
Westwood Wealth Management 0.24% Reduce -0.6% 2,787 $668K
Tassel Capital Management, Inc. 0.59% — 2,785 $668K
TAGStone Capital, Inc. 0.33% Add +4.6% 2,772 $664K
Firethorn Wealth Partners, LLC 0.33% Add +1.1% 2,766 $663K
Victory Financial Group, LLC 0.17% — 2,764 $663K
Cable Hill Partners, LLC 0.07% Reduce -14.7% 2,763 $662K
Horizon Bancorp Inc. 0.31% Add +1.8% 2,761 $662K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.22% Add +13.6% 2,760 $662K
Basepoint Wealth LLC 0.53% Reduce -6.0% 2,759 $661K
Bender Robert & Associates 0.16% Reduce -3.3% 2,754 $660K
Davies Financial Advisors, Inc. 0.56% Reduce -13.9% 2,744 $658K
Melfa Wealth Management, Inc. 0.44% Add +10.4% 2,741 $657K
Magnolia Private Wealth, LLC 0.58% — 2,741 $657K
Reik & Co., LLC 0.16% No change 2,732 $655K
Ipsen Advisor Group LLC 0.56% — 2,731 $655K
Lathrop Investment Management Co. 0.12% Add +0.3% 2,720 $652K
Operose Advisors LLC 0.22% Reduce -26.4% 2,714 $651K
Detalus Advisors, LLC 0.21% Reduce -3.3% 2,708 $649K
Cascade Financial Partners, LLC 0.08% No change 2,708 $649K
Harvest Investment Services, LLC 0.16% Reduce -39.3% 2,682 $643K
MADDEN SECURITIES Corp 0.26% Reduce -6.0% 2,677 $642K
Centered Wealth LLC dba Miller Equity Capital Advisors 0.24% No change 2,677 $642K
Veery Capital, LLC 0.25% Reduce -0.2% 2,676 $641K
SFG Wealth Management, LLC. 0.34% Reduce -3.9% 2,675 $641K
Factor Wealth Management LTD 0.21% — 2,673 $641K
Vanguard Capital Wealth Advisors 0.70% Add +0.1% 2,671 $640K
Prospect Financial Group LLC 0.79% — 2,666 $639K
Heritage Financial Services, LLC 0.08% Add +5.3% 2,663 $638K
Silver Coast Investments LLC 0.24% Reduce -4.3% 2,660 $638K
Panoramic Capital Partners, LLC 0.56% — 2,647 $635K
Hidden Cove Wealth Management, LLC 0.51% — 2,646 $634K
Lynx Investment Advisory 0.43% Add +5.2% 2,646 $634K
BIT Capital GmbH 0.06% Reduce -53.6% 2,642 $633K
ESL Trust Services, LLC 0.14% Add +121.5% 2,640 $633K
Sachem Hill LLC 0.13% No change 2,636 $632K
Cahaba Wealth Management, Inc. 0.05% Add +0.1% 2,631 $631K
Strategic Advocates LLC 0.21% Add +7.0% 2,630 $630K
Tarbox Family Office, Inc. 0.10% No change 2,626 $629K
Sloy Dahl & Holst, LLC 0.08% Add +0.8% 2,619 $628K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.09% No change 2,612 $626K
Francis Financial, Inc. 0.16% Add +45.9% 3,714 $626K
MBE Wealth Management, LLC 0.35% Add +5.4% 2,611 $626K
Horst & Graben Wealth Management LLC 0.11% Reduce -4.3% 2,608 $625K
Financial Insights, Inc. 0.24% Reduce -59.6% 2,603 $624K
Centerline Wealth Advisors, LLC 0.37% — 2,613 $624K
Cyr Financial Inc. 0.57% New 2,601 $623K
Warther Private Wealth, LLC 0.21% Reduce -35.2% 2,599 $623K
Blue Bell Private Wealth Management, LLC 0.12% Add +1.5% 2,594 $622K
Jackson Thornton Wealth Management, LLC 0.08% Add +37.8% 2,594 $622K
Presidio Capital Management, LLC 0.33% Add +6.6% 2,592 $621K
Riversedge Advisors, LLC 0.14% Add +7.6% 2,585 $620K
Beckerman Institutional, LLC 0.50% Add +120.5% 2,584 $619K
Puff Wealth Management, LLC 1.08% — 2,581 $619K
Penn Davis McFarland Inc. 0.07% Add +8.7% 2,580 $618K
ICW Investment Advisors LLC 0.26% Add +0.1% 2,576 $618K
New Insight Wealth Advisors 0.31% Reduce -1.0% 2,575 $617K
Godsey & Gibb, Inc. 0.06% Reduce -6.2% 2,569 $616K
Pine Harbor Wealth Management, LLC 0.25% Add +0.3% 2,560 $614K
Stonebridge Financial Planning Group, LLC 0.27% Add +29.1% 2,557 $613K
Silverlake Wealth Management LLC 0.24% Reduce -20.2% 2,554 $612K
Fortress Financial Group, LLC 0.61% — 2,552 $612K
Asset Planning,Inc 0.47% — 2,550 $611K
Breakthru Advisory Services, LLC 0.55% — 2,545 $610K
Pitti Group Wealth Management, LLC 0.62% Reduce -10.4% 2,541 $609K
Dupree Financial Group, LLC 0.30% Add +5.7% 2,539 $609K
Reyes Financial Architecture, Inc. 0.48% — 2,538 $608K
Israel Discount Bank of New York 0.44% Reduce -2.8% 2,535 $608K
Brand Asset Management Group, Inc. 0.25% Add +1.5% 2,531 $607K
America First Investment Advisors, LLC 0.13% No change 2,529 $606K
Accredited Investor Services, LLC 0.48% — 2,522 $605K
4WEALTH Advisors, Inc. 0.62% — 2,514 $603K
Tacita Capital Inc 0.43% Add +7.5% 2,507 $601K
Summit Securities Group LLC 0.22% Add +8.7% 2,500 $599K
Unigestion Holding SA 0.03% New 2,500 $599K
Broadway Wealth Solutions, Inc. 0.45% — 2,496 $598K
Wallace Capital Management Inc. 0.08% Add +11.7% 2,495 $598K
Hamilton Capital, LLC 0.05% Add +2.1% 2,494 $598K
Heritage Wealth Partners, LLC 0.75% Reduce -37.9% 2,494 $598K
Arnhold LLC 0.06% No change 2,492 $597K
Financial Security Advisor, Inc. 0.15% Reduce -12.9% 2,487 $596K
Capstone Wealth Management Group LLC 0.45% — 2,484 $595K
Nicholson Wealth Management Group, LLC 0.40% No change 2,476 $594K
Client 1ST Advisory Group, LLC 0.23% Add +8.3% 2,472 $593K
Schaper Benz & Wise Investment Counsel Inc. 0.05% Reduce -0.6% 2,465 $591K
Kiely Wealth Advisory Group, Inc. 0.38% No change 2,179 $590K
Cowa, LLC 0.29% Reduce -2.7% 2,461 $590K
Corundum Trust Company, INC 1.77% Reduce -2.2% 2,457 $589K
Walker Asset Management, LLC 0.36% Add +2.2% 2,453 $588K
Covey Capital Advisors, LLC 0.67% No change 2,450 $587K
Murphy Pohlad Asset Management LLC 0.25% No change 2,440 $585K
Claris Advisors, LLC / Mo / 0.22% Add +134.6% 2,440 $585K
Reston Wealth Management LLC 0.22% Reduce -36.4% 2,433 $583K
Plum Street Advisors, LLC 0.29% Add +8.3% 2,433 $583K
Palacios Wealth Management, LLC 0.63% — 2,332 $583K
Pin Oak Investment Advisors Inc. 0.53% No change 2,764 $583K
Tandem Investment Advisors, Inc. 0.02% Reduce -3.7% 2,434 $583K
Northstar Advisory Group, LLC 0.30% Add +0.4% 2,429 $582K
Jackson Creek Investment Advisors LLC 0.18% Add +0.0% 2,429 $582K
Flywheel Private Wealth LLC 0.53% — 2,427 $582K
Selective Wealth Management, Inc. 0.24% Add +0.1% 2,349 $581K
Rockbridge Asset Management LLC 0.33% — 2,424 $581K
Jacobs & Co. 0.06% No change 2,424 $581K
Westshore Wealth, LLC 0.24% Reduce -1.9% 2,421 $580K
Isthmus Partners, LLC 0.07% No change 2,417 $579K
Sequent Asset Management, LLC 0.28% Add +0.0% 2,415 $579K
CGC Financial Services, LLC 0.23% No change 2,410 $578K
Truepoint, Inc. 0.02% Add +4.1% 2,409 $577K
Piedmont Capital Management, LLC 0.35% No change 2,396 $577K
Bluespring Wealth Management, LLC 0.06% Add +0.3% 2,408 $577K
Rooted Wealth Advisors, Inc. 0.23% Add +10.0% 2,375 $577K
Balentine LLC 0.02% Reduce -53.2% 2,405 $577K
Founders Grove Wealth Partners, LLC 0.17% — 2,402 $576K
Brightwater Advisory LLC 0.45% Reduce -3.1% 2,400 $575K
Clay Northam Wealth Management, LLC 0.37% Add +6.2% 2,397 $575K
Navis Wealth Advisors, LLC 0.63% Reduce -3.9% 2,396 $574K
Trust Co. of Oklahoma 0.18% Add +4.7% 2,389 $573K
Wedgewood Investors Inc. 0.67% Reduce -2.9% 2,388 $572K
Triton Wealth Management, PLLC 0.29% Add +12.1% 2,314 $571K
Moody Aldrich Partners LLC 0.10% Reduce -10.6% 2,360 $566K
Twin Peaks Wealth Advisors, LLC 0.24% Add +11.1% 2,360 $566K
Capital Planning LLC 0.15% Add +13.3% 2,357 $565K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.22% Reduce -0.8% 2,354 $563K
Planned Solutions, Inc. 0.23% No change 2,343 $562K
FFT Wealth Management LLC 0.04% Reduce -4.7% 2,343 $562K
Wilson & Boucher Capital Management, LLC 0.40% No change 2,341 $561K
Financial Enhancement Group LLC 0.09% New 2,297 $561K
Western Financial Corp 0.31% Add +17.5% 2,337 $560K
S&T Bank 0.18% Add +2.7% 2,336 $560K
jvl associates llc 0.21% Add +15.2% 2,334 $559K
Sovereign Investment Advisors, LLC 0.17% New 2,328 $558K
Vertex Planning Partners, LLC 0.12% Add +2.0% 2,326 $558K
Tamar Securities, LLC 0.08% Reduce -0.8% 2,321 $556K
Knuff & Co LLC 0.17% Add +5.1% 2,315 $555K
Marotta Asset Management 0.12% Reduce -10.6% 2,305 $553K
Brown Wealth Management, LLC 0.20% Reduce -8.8% 2,305 $553K
Saturna Capital Corp. 0.01% Add +43.2% 2,303 $552K
LongView Asset Management LLC 0.48% — 2,302 $552K
Signature Wealth Management Group 0.22% Add +22.0% 2,299 $551K
City National Bank of Florida 0.50% — 2,296 $550K
Goepper Burkhardt LLC 0.22% Reduce -6.2% 2,292 $549K
Hollow Brook Wealth Management LLC 0.17% Reduce -76.5% 2,288 $548K
Family Investment Center, Inc. 0.14% Reduce -5.5% 2,287 $548K
Roble, Belko & Company, Inc 0.09% Add +28.0% 2,286 $548K
Strategic Financial Concepts, LLC 0.11% Add +120.2% 2,286 $548K
Lansing Street Advisors 0.19% Add +3.9% 2,282 $547K
Mascoma Wealth Management LLC 0.14% Add +7.4% 2,280 $547K
Bernardo Wealth Planning LLC 0.13% Add +1.2% 2,276 $546K
OLIO Financial Planning 0.19% New 2,274 $545K
Drum Hill Capital, LLC 0.68% — 2,262 $542K
Amica Retiree Medical Trust 0.51% Reduce -8.0% 2,257 $541K
TCP Asset Management, LLC 0.12% Reduce -1.2% 2,253 $540K
Granite FO LLC 0.31% No change 2,238 $536K
Greenfield Seitz Capital Management, LLC 0.20% Reduce -1.3% 2,231 $535K
Axis Wealth Partners, LLC 0.45% — 2,228 $534K
BlueChip Wealth Advisors LLC 0.30% Add +7.9% 2,225 $533K
Gimbal Financial 0.44% Add +1.0% 2,222 $533K
NovaPoint Capital, LLC 0.16% Reduce -6.2% 2,222 $533K
Sensible Money, LLC 0.23% No change 2,220 $532K
Capital Market Strategies LLC 0.31% Add +2.6% 2,220 $532K
Squire Investment Management Company, LLC 0.23% Add +6.2% 2,218 $532K
M1 Capital Management LLC 0.29% — 2,217 $531K
Stevens Capital Management LP 0.21% Reduce -90.3% 2,215 $531K
O'Neil Global Advisors, Inc. 0.16% Add +0.3% 2,216 $531K
C M Bidwell & Associates Ltd. 0.32% Reduce -1.5% 2,215 $531K
Genesis Private Wealth, LLC 0.29% — 2,213 $531K
Richwood Investment Advisors, LLC 0.44% Add +6.2% 2,213 $530K
Legacy Financial Group, Inc. 0.17% Reduce -0.8% 2,213 $530K
Mindset Wealth Management, LLC 0.19% Add +2.3% 2,204 $528K
Campbell Wealth Management 0.05% Add +16.5% 2,201 $528K
Axiom Financial Strategies, LLC 0.29% Reduce -6.1% 2,202 $528K
Reliant Investment Partners, LLC 0.47% — 2,201 $528K
Cultivar Capital, Inc. 0.46% No change 2,200 $527K
Garner Asset Management Corp 0.24% Add +0.1% 2,198 $527K
Beacon Bridge Wealth Partners, LLC 0.22% No change 2,191 $525K
Sepio Capital, LP 0.04% Reduce -1.1% 2,181 $523K
Ontario Teachers Pension Plan Board 0.01% Reduce -6.0% 2,176 $522K
Coyle Financial Counsel LLC 0.16% Add +31.7% 2,174 $521K
Fermata Advisors, LLC 0.10% Reduce -1.2% 2,170 $520K
Oceanside Advisors LLC 0.39% Add +9.6% 2,170 $520K
Builder Investment Group Inc. 0.14% No change 2,170 $520K
Tableaux LLC 0.43% — 2,167 $519K
SJS Investment Consulting Inc. 0.09% Reduce -21.6% 2,164 $519K
Intrinsic Value Partners, LLC 0.52% No change 2,162 $518K
Waterford Advisors, LLC 0.26% Reduce -4.4% 2,157 $517K
Washburn Capital Management, Inc. 0.32% Add +29.0% 2,155 $517K
Columbus Macro, LLC 0.07% Add +31.0% 2,149 $515K
Morse Asset Management, Inc 0.12% Reduce -70.3% 2,149 $515K
Hickory Asset Management, Inc. 0.44% — 2,148 $515K
Cushing Capital Partners, LLC 0.50% — 2,147 $515K
Lionshead Wealth Management, LLC 0.37% — 2,146 $514K
Bond & Devick Financial Network, Inc. 0.22% No change 2,435 $513K
Rik Saylor Financial, Inc. 0.47% — 2,140 $513K
Alterna Wealth Management, Inc. 0.43% Add +39.5% 2,139 $513K
Forum Private Client Group LLC 0.23% Reduce -2.0% 2,135 $512K
Luken Investment Analytics, LLC 0.24% Add +10.3% 2,132 $511K
Integrated Quantitative Investments LLC 0.25% — 2,130 $511K
New World Advisors LLC 0.12% No change 2,122 $509K
Power Wealth Management LLC 0.21% Reduce -0.9% 2,120 $508K
Broderick Brian C 0.10% No change 2,110 $506K
KFA Private Wealth Group, LLC 0.21% Add +7.5% 2,108 $505K
Swisher Financial Concepts, Inc. 0.59% Reduce -22.9% 2,108 $505K
Bensler, LLC 0.06% Add +3.8% 2,107 $505K
Insight Wealth Partners, LLC 0.32% Reduce -10.9% 2,105 $505K
Cook Wealth, LLC 0.24% Add +8.9% 1,893 $503K
Black Point Wealth Management 0.58% Add +0.3% 2,100 $503K
Compton Financial Group, LLC 0.15% No change 2,098 $503K
Southern Capital Advisors, LLC 0.28% Add +2.2% 2,096 $503K
Arcadia Investment Management Corp. 0.08% Add +7.2% 2,095 $502K
Summit Wealth Group, LLC 0.15% Reduce -5.4% 2,094 $502K
Sprinkle Financial Consultants LLC 0.34% Add +0.1% 2,092 $501K
Ascentis Wealth Management, LLC 0.18% Reduce -3.1% 2,088 $501K
RPS Advisory Solutions LLC 0.31% Reduce -6.0% 2,087 $500K
Inspire Advisors, LLC 0.06% Add +3.0% 2,085 $500K
NDVR, Inc. 0.48% Add +2.8% 2,082 $499K
Tower Wealth Partners, Inc. 0.26% Reduce -2.4% 2,080 $499K
Dale Q Rice Investment Management Ltd 0.22% — 2,076 $498K
W.H. Cornerstone Investments Inc. 0.33% Reduce -13.7% 2,074 $497K
Riverview Capital Advisers, LLC 0.15% No change 2,071 $496K
Ruedi Wealth Management, Inc. 0.16% Add +2.0% 2,068 $496K
Sterling Financial Planning, Inc. 0.18% Add +5.7% 2,068 $496K
Flynn Zito Capital Management, LLC 0.23% Add +6.7% 2,066 $495K
Kagan Cocozza Asset Management 0.41% — 2,066 $495K
Freedom Day Solutions, LLC 0.15% Add +1.5% 2,066 $495K
Optivise Advisory Services LLC 0.27% Reduce -14.2% 2,065 $495K
Blue Investment Partners LLC 0.18% No change 2,062 $494K
Destiny Wealth Partners, LLC 0.08% Add +6.0% 2,062 $494K
Stonehage Fleming Financial Services Holdings Ltd 0.01% No change 2,062 $494K
AmeriServ Wealth Advisors 0.27% — 2,059 $494K
Catalyst Private Wealth, LLC 0.22% Add +3.6% 2,055 $493K
Kaizen Financial Strategies 0.28% Add +1.6% 2,054 $492K
Foguth Wealth Management, LLC. 0.13% Add +54.8% 1,859 $492K
Beaird Harris Wealth Management, LLC 0.04% Add +28.0% 2,053 $492K
Bestgate Wealth Advisors, LLC 0.99% — 2,051 $492K
Sharkey, Howes & Javer 0.07% Add +4.6% 2,050 $491K
Nan Shan Life Insurance Co., Ltd. 0.01% No change 2,048 $491K
BluePointe Capital Management, LLC 0.28% New 2,047 $491K
FSA Wealth Management LLC 0.20% Reduce -7.9% 2,046 $490K
Litman Gregory Wealth Management LLC 0.04% Add +3.8% 2,045 $490K
Shira Ridge Wealth Management 0.24% Add +5.6% 2,043 $490K
Three Bridge Wealth Advisors, LLC 0.17% Add +32.5% 2,040 $489K
Tandem Wealth Advisors LLC 0.25% Add +3.0% 2,039 $489K
Hill Investment Group Partners, LLC 0.07% New 2,036 $488K
Accelerate Investment Advisors LLC 0.43% Add +87.3% 2,034 $488K
Cornerstone Select Advisors, LLC 0.47% — 2,028 $486K
Emergent Wealth Advisors, LLC 0.35% Add +3.8% 2,027 $486K
Beirne Wealth Consulting Services, LLC 0.18% No change 2,027 $486K
Kercheville Advisors, LLC 0.19% No change 2,025 $485K
Wealth Advisors Northwest LLC 0.33% — 2,025 $485K
Park Square Financial Group, LLC 0.34% — 2,024 $485K
Acorn Financial Advisory Services Inc. 0.08% No change 2,023 $485K
Murphy & Mullick Capital Management Corp 0.45% — 2,019 $484K
Jacobson & Schmitt Advisors, LLC 0.09% No change 2,015 $483K
Burton Enright Welch 0.10% Add +0.7% 2,013 $483K
Parallax Volatility Advisers, L.P. 0.01% Reduce -96.9% 2,013 $483K
Encompass Wealth Advisors, LLC 0.19% Reduce -0.2% 2,013 $482K
Manchester Financial Inc. 0.11% Add +22.3% 2,012 $482K
Smith Shellnut Wilson LLC 0.21% Add +9.8% 2,011 $482K
Brighton Securities Corp. 0.23% — 2,010 $482K
Echo45 Advisors LLC 0.32% Add +8.6% 1,979 $481K
Oxbow Advisors, LLC 0.06% Reduce -6.7% 2,005 $481K
Foundation Wealth Management, LLC 0.37% No change 2,002 $480K
Renaissance Technologies 0.00% Reduce -99.2% 2,008 $480K
Burns Matteson Capital Management, LLC 0.27% Add +19.8% 2,000 $479K
Bantamac Capital, LLC 0.22% Reduce -37.0% 2,000 $479K
Shapiro Capital Management LLC 0.02% No change 2,000 $479K
Alkeme Wealth, LLC 0.22% Reduce -2.4% 1,999 $479K
Smith & Howard Wealth Management, LLC 0.14% Reduce -1.2% 1,998 $479K
Tuttle Capital Management, LLC 2.46% Add +34.5% 1,996 $478K
Somerville Kurt F 0.08% No change 1,995 $478K
WPWealth LLP 0.10% Add +85.5% 1,994 $478K
Putney Financial Group LLC 0.43% — 1,993 $478K
Redwood Wealth Management Group, LLC 0.23% Add +0.1% 1,981 $475K
Keeler & Nadler Financial Planning & Wealth Management 0.22% Add +5.2% 1,981 $475K
Cherry Creek Investment Advisors, Inc. 0.23% Add +0.5% 1,978 $474K
Horizon Family Wealth, Inc. 0.31% Reduce -0.9% 1,977 $474K
Smallwood Wealth Investment Management, LLC 0.33% No change 1,967 $472K
Berkshire Money Management, Inc. 0.05% New 1,966 $471K
Fourth Dimension Wealth, LLC 0.25% — 1,965 $471K
Joel Adams & Associates, Inc. 0.43% — 1,965 $471K
Noble Wealth Management PBC 0.33% — 1,964 $471K
Gill Capital Partners, LLC 0.17% Add +19.8% 1,962 $470K
Anderson Financial Strategies, LLC 0.28% — 1,962 $470K
Kearns & Associates LLC 0.30% No change 1,960 $470K
Boothbay Fund Management, LLC 0.01% Add +28.0% 1,959 $470K
XY Planning Network, Inc. 0.35% — 1,958 $469K
Syverson Strege & Co 0.16% Add +39.6% 1,956 $469K
Permit Capital, LLC 0.16% No change 1,955 $469K
Rational Advisors, Inc. 0.05% Reduce -75.1% 1,955 $469K
Clean Yield Group 0.15% Add +13.7% 1,954 $468K
Jackson, Grant Investment Advisers, Inc. 0.18% Reduce -22.8% 1,954 $468K
POM Investment Strategies, LLC 0.35% No change 1,953 $468K
Kinloch Capital, LLC 0.23% Reduce -15.2% 1,952 $468K
Ascent Capital Management, LLC 0.48% — 1,950 $467K
Lewis Asset Management, LLC 0.36% Reduce -5.3% 1,948 $467K
Axim Planning & Wealth 0.50% Add +0.3% 1,948 $467K
Plan Group Financial, LLC 0.25% Add +4.0% 1,947 $467K
Financial Advisors Network, Inc. 0.08% — 1,946 $466K
CVFG LLC 0.43% — 1,944 $466K
Birch Financial Group, LLC 0.52% — 1,943 $466K
Kelly Financial Services LLC 0.17% Add +7.5% 1,943 $466K
Sage Capital Advisors,llc 0.12% Add +0.1% 1,940 $465K
Pennsylvania Capital Management Inc. 0.16% Add +24.6% 1,938 $465K
Cadent Capital Advisors, LLC 0.16% Add +16.2% 1,926 $462K
Deltec Asset Management LLC 0.09% Reduce -40.3% 1,925 $461K
Waratah Capital Advisors Ltd. 0.03% New 1,924 $461K
Banque de Luxembourg S.A. 0.25% — 1,915 $461K
Atlatl Advisers LLC 0.27% — 1,921 $460K
Peterson Wealth Advisors, LLC 0.08% Add +4.9% 1,891 $460K
Von Berge Wealth Management Group, LLC 0.28% Reduce -0.7% 1,715 $460K
DHJJ Financial Advisors, Ltd. 0.18% No change 1,911 $458K
Verus Financial Partners, Inc. 0.05% Add +0.1% 1,909 $458K
Morling Financial Advisors, LLC 0.16% Add +1.4% 1,907 $457K
Centennial Wealth Advisory LLC 0.18% Reduce -2.9% 1,905 $457K
Hutchens & Kramer Investment Management Group, LLC 0.25% Add +13.3% 1,905 $457K
Prepared Retirement Institute LLC 0.26% Add +19.8% 1,904 $457K
Vishria Bird Financial Group, LLC 0.16% No change 1,903 $456K
Gratus Wealth Advisors, LLC 0.07% Add +0.1% 1,894 $454K
Riverstone Advisors, LLC 0.26% Add +0.1% 1,890 $453K
Symmetry Partners, LLC 0.06% New 1,888 $453K
Duncan Williams Asset Management, LLC 0.18% Add +70.2% 1,887 $452K
Rice Hall James & Associates, LLC 0.02% No change 1,882 $451K
Broadwater Capital Management LLC 0.35% Add +223.8% 1,881 $451K
HFR Wealth Management, LLC 0.11% Add +1.9% 1,880 $451K
Roth Financial Partners LLC 0.18% No change 1,877 $450K
Compass Financial Group, INC 0.09% Reduce -5.8% 1,876 $450K
Sierra Ocean, LLC 0.37% — 1,873 $449K
Dahring | Cusmano LLC 0.41% — 1,872 $449K
Wealthspan Partners, LLC 0.21% Reduce -1.9% 1,871 $449K
Rialto Wealth Management, LLC 0.15% — 1,870 $448K
Prospect Financial Services LLC 0.24% Reduce -8.9% 1,870 $448K
Ade, LLC 0.28% Add +4.0% 1,869 $448K
Adams Wealth Management 0.09% No change 1,869 $448K
CacheTech Inc. 0.08% No change 1,869 $448K
West Wealth Group, LLC 0.13% Add +40.8% 1,868 $448K
Values Added Financial LLC 0.26% Reduce -2.4% 1,867 $448K
Traction Financial Partners, LLC 0.35% Add +3.7% 1,866 $447K
Atwater Malick LLC 0.15% No change 1,861 $446K
Matauro, LLC 0.10% — 1,861 $446K
Randall & Associates Wealth Management 0.37% Add +59.4% 1,860 $446K
Copperleaf Capital, LLC 0.28% Add +13.7% 1,858 $445K
Wealthstar Advisors, LLC 0.19% — 1,858 $445K
Denver Wealth Management, Inc. 0.20% Add +0.3% 1,853 $444K
Defender Capital, LLC. 0.16% No change 1,849 $443K
Houlihan Financial Resource Group, Ltd. 0.19% No change 1,843 $442K
Rockbridge Investment Management, LCC 0.06% Add +2.3% 1,838 $441K
American Financial Advisors, LLC 0.06% Reduce -0.8% 1,834 $440K
Schiavi & Co LLC 0.17% Reduce -0.1% 1,833 $439K
Betterment LLC 0.00% Add +46.3% 1,831 $439K
Barings LLC 0.01% Reduce -11.5% 1,829 $438K
RIA Advisory Group LLC 0.15% Reduce -4.2% 1,829 $438K
Chickasaw Capital Management LLC 0.02% No change 1,826 $438K
Strategic Investment Solutions, Inc. 0.15% Add +3.9% 2,000 $437K
White Lighthouse Investment Management Inc. 0.08% Add +1.5% 1,822 $437K
Stewardship Advisors, LLC 0.12% Add +9.0% 1,818 $436K
Dodds Wealth, LLC 0.14% No change 1,658 $436K
Wisconsin Wealth Advisors, LLC 0.64% — 1,813 $435K
Ewing Morris & Co. Investment Partners Ltd. 0.15% New 1,807 $433K
Walker Financial Services, Inc. 0.25% Add +1.2% 1,805 $433K
Lipe & Dalton 0.23% No change 1,800 $432K
Curtis Advisory Group, LLC 0.11% Add +20.0% 1,800 $431K
Crestline Management, L.P. 0.01% Add +5.9% 1,800 $431K
WT Wealth Management 0.14% Reduce -0.7% 1,799 $431K
IronBridge Private Wealth, LLC 0.16% Add +0.5% 1,794 $430K
CFC Planning Co LLC 0.46% — 1,789 $429K
BIP Alliance, LLC 0.18% — 1,789 $429K
IMZ Advisory Inc 0.20% Add +2.6% 1,783 $428K
Clarkston Capital Partners, LLC 0.01% Reduce -9.8% 1,773 $425K
Lanham O'Dell & Company, Inc. 0.64% Add +0.1% 1,771 $424K
Worth Asset Management, LLC 0.23% Add +2.1% 1,769 $424K
Clark Asset Management, LLC 0.08% Reduce -21.7% 1,763 $423K
Ledgewood Wealth Advisors, LLC 0.27% No change 1,760 $422K
Innova Wealth Partners 0.27% New 1,760 $422K
Potentia Wealth 0.19% — 1,758 $421K
Councilor Wealth, LLC 0.20% Reduce -2.8% 1,757 $421K
Argonautica Private Wealth Management, Inc. 0.14% Reduce -1.7% 1,755 $421K
Sanchez Wealth Management Group 0.11% Add +0.5% 1,754 $420K
Triumph Capital Management 0.14% Add +2.7% 1,751 $420K
Core Wealth Advisors, Inc. 0.14% Add +1.2% 1,749 $419K
Mark Sheptoff Financial Planning, LLC 0.22% No change 1,740 $417K
Sonoma Private Wealth LLC 0.67% Add +8.0% 1,738 $417K
North Ridge Wealth Advisors, Inc. 0.29% No change 1,736 $416K
Independent Wealth Network Inc. 0.17% Add +4.8% 1,733 $416K
Tobam 0.13% Reduce -8.3% 1,732 $415K
Level Financial Advisors 0.15% No change 1,728 $414K
Lokken Investment Group LLC 0.18% Add +2.9% 1,727 $414K
Sageworth Trust Co 0.03% Reduce -39.6% 1,727 $414K
Gordian Advisors LLC 0.33% Reduce -4.2% 1,727 $414K
Flaharty Asset Management, LLC 0.06% Add +97.4% 1,725 $413K
LifeWealth Investments, LLC 0.27% — 1,722 $413K
Asset Management Group, Inc. 0.07% Add +0.5% 1,720 $412K
Widmann Financial Services, Inc. 0.32% Reduce -0.8% 1,720 $412K
Delta Wealth Advisors LLC 0.39% Add +1.8% 1,719 $412K
Heritage Wealth Management, Inc. 0.35% Add +58.6% 1,716 $411K
Battery Global Advisors, LLC 0.22% No change 1,715 $411K
Toth Financial Advisory Corp. 0.05% No change 1,715 $411K
Riggs Asset Managment Co. Inc. 0.11% Add +27.6% 1,714 $410K
Bell Investment Advisors, Inc 0.08% Add +3.1% 1,703 $408K
Echo Wealth Management, LLC 0.28% Reduce -9.1% 1,700 $408K
AlphaCentric Advisors LLC 0.41% Reduce -5.8% 1,696 $407K
Kwmg, LLC 0.04% Reduce -0.1% 1,694 $406K
Triune Financial Partners, LLC 0.13% Add +0.2% 1,692 $406K
Mustard Seed Financial, LLC 0.33% No change 1,689 $405K
Independent Family Office, LLC 0.21% Reduce -37.3% 1,680 $403K
Elm3 Financial Group, LLC 0.34% — 1,675 $402K
Graham Capital Wealth Management, LLC 0.35% Add +0.2% 1,675 $402K
Riverwater Partners LLC 0.20% Add +0.5% 1,675 $402K
GK Wealth Management LLC 0.51% — 1,674 $401K
Red Lighthouse Investment Management, LLC 0.16% No change 1,673 $401K
Sterling Financial Group, Inc. 0.15% Reduce -0.7% 1,659 $398K
Tanglewood Legacy Advisors, LLC 0.17% Add +507.0% 1,657 $397K
Baskin Financial Services Inc. 0.03% Reduce -8.7% 1,654 $396K
Edmp, Inc. 0.37% Add +27.6% 1,645 $394K
Rakuten Securities, Inc. 0.16% Add +126.6% 1,645 $394K
Genesee Capital Advisors, LLC 0.18% Add +18.5% 1,642 $394K
Matthew Goff Investment Advisor, LLC 0.07% No change 1,640 $393K
Foundation Wealth Management, LLC\PA 0.19% — 1,636 $392K
Private Wealth Management Group, LLC 0.15% Reduce -0.2% 1,629 $390K
McGowan Group Asset Management, Inc. 0.05% Reduce -1.1% 1,629 $390K
AlphaMark Advisors, LLC 0.17% Add +11.7% 1,625 $390K
Solano Wealth Investment Advisors LLC 0.23% — 1,626 $390K
Wealth Quarterback LLC 0.18% Reduce -2.2% 1,625 $390K
Lazard Freres Gestion S.A.S. 0.01% No change 1,625 $389K
Alliance Wealth Advisors, LLC 0.10% Reduce -0.6% 1,617 $388K
Petix & Botte Co 0.10% No change 1,616 $387K
Lincoln Capital Corp. 0.16% Reduce -1.3% 1,615 $387K
Future You Wealth LLC 0.27% — 1,615 $387K
Physician Wealth Advisors, Inc. 0.07% Add +4.5% 1,611 $386K
Centiva Capital, LP 0.01% Reduce -96.8% 1,607 $385K
Grantvest Financial Group LLC 0.43% — 1,605 $385K
Mowery & Schoenfeld Wealth Management, LLC 0.75% Add +231.7% 1,602 $384K
Private Capital Advisors, Inc. 0.05% No change 1,600 $384K
MN Wealth Advisors, LLC 0.22% Reduce -96.6% 1,599 $383K
Lavaca Capital LLC 0.17% Add +58.6% 1,597 $383K
Seelaus Asset Management LLC 0.35% Add +6.7% 1,594 $382K
New Perspectives, Inc 0.20% No change 1,593 $382K
Shilanski & Associates, Inc. 0.12% Reduce -0.3% 1,591 $381K
Rockport Wealth LLC 0.17% Add +4.7% 1,639 $379K
Keener Financial Planning LLC 0.22% No change 1,582 $379K
Fulcrum Equity Management 0.37% Reduce -49.6% 1,578 $378K
Front Street Capital Management, Inc. 0.07% Reduce -2.8% 1,576 $378K
Prudent Investors Network, Inc. 0.11% Reduce -2.4% 1,572 $377K
Lutz Financial Services LLC 0.03% Reduce -0.9% 1,571 $377K
Kendall Capital Management 0.11% Reduce -2.2% 1,561 $374K
Capital Counsel LLC 0.02% Reduce -3.1% 1,560 $374K
Gitterman Wealth Management, LLC 0.16% Add +0.7% 1,557 $373K
Sykon Capital LLC 0.13% Add +11.8% 1,555 $373K
Stark Wealth Management LLC 0.27% — 1,550 $372K
Bourne Lent Asset Management Inc. 0.14% No change 1,550 $372K
International Private Wealth Advisors LLC 0.37% New 1,550 $371K
WorthPointe, LLC 0.15% Add +2.9% 1,546 $371K
R. W. Roge & Company, Inc. 0.20% No change 1,546 $370K
Cannon Financial Strategists, Inc. 0.06% Add +6.7% 1,542 $370K
MontVue Capital Management, Inc. 0.28% Add +35.5% 1,541 $369K
Ridgepath Capital Management LLC 0.17% No change 1,541 $369K
Elite Life Management LLC 1.09% Add +1.3% 1,538 $369K
VELA Investment Management, LLC 0.13% Reduce -8.2% 1,537 $368K
Continuum Wealth Advisors, LLC 0.19% Add +18.8% 1,535 $368K
Fearless Solutions, LLC dba Best Invest 0.28% — 1,533 $367K
New England Professional Planning Group Inc. 0.18% Add +6.3% 1,531 $367K
Sharp Wealth Advisory, LLC 0.28% Reduce -9.1% 1,530 $367K
Round Hill Asset Management 0.26% Reduce -55.8% 1,527 $366K
CCG Wealth Management, LLC 0.20% Add +9.5% 1,527 $366K
Rebalance, LLC 0.03% No change 1,527 $366K
Householder Group Estate & Retirement Specialist, LLC 0.27% Reduce -79.8% 1,525 $365K
JFG Wealth Management, LLC 0.08% Add +0.1% 1,522 $365K
Ascension Capital Advisors, Inc. 0.16% Add +11.5% 1,520 $364K
Hobbs Group Advisors, LLC 0.14% Reduce -1.7% 1,518 $364K
Instrumental Wealth, LLC 0.34% Add +21.2% 1,376 $364K
Avalon Capital Management 0.12% Reduce -9.4% 1,516 $363K
Trevian Wealth Management LLC 0.27% No change 1,511 $362K
Zevin Asset Management LLC 0.05% Reduce -9.9% 1,512 $362K
RS Crum Inc. 0.09% Reduce -0.1% 1,506 $361K
Sage Financial Management Group, Inc. 0.13% No change 1,507 $361K
Prasad Wealth Partners, LLC 0.12% — 1,505 $361K
Clientfirst Wealth Management, LLC 0.36% — 1,504 $361K
Colrain Capital LLC 0.35% — 1,500 $360K
Monument Group Wealth Advisors, LLC 0.25% No change 1,500 $360K
Gouws Capital LLC 0.25% No change 1,500 $360K
Highlander Partners, L.P. 0.20% No change 1,500 $360K
Boyd Wealth Management, LLC 0.18% Reduce -1.9% 1,498 $359K
Seed Wealth Management, Inc. 0.29% No change 1,496 $359K
Muirfield Wealth Advisors LLC 0.30% Reduce -7.0% 1,493 $358K
LFA - Lugano Financial Advisors SA 0.23% No change 1,490 $357K
Kraematon Investment Advisors, Inc. 0.35% Add +0.5% 1,489 $357K
Covestor Ltd 0.22% Add +1.9% 1,489 $357K
Krane Funds Advisors LLC 0.01% Reduce -11.0% 1,489 $357K
Morey & Quinn Wealth Partners, LLC 0.30% — 1,488 $357K
Cambridge Financial Group, LLC 0.15% No change 1,484 $356K
Kellett Wealth Advisors, LLC 0.24% Add +4.2% 1,484 $356K
Towerpoint Wealth, LLC 0.17% Add +7.4% 1,481 $355K
Paragon Financial Partners, Inc. 0.27% Reduce -0.3% 1,481 $355K
Valtinson Bruner Financial Planning LLC 0.12% Add +3.2% 1,480 $355K
Fox Run Management, L.L.C. 0.06% Reduce -70.0% 1,476 $354K
Jag Capital Management, LLC 0.05% Add +10.5% 1,474 $353K
Paragon Capital Management LLC 0.19% Reduce -17.6% 1,474 $353K
Cascade Wealth Advisors, Inc 0.24% No change 1,468 $352K
RAM Investment Partners, LLC 0.09% Reduce -17.4% 1,467 $352K
Yeomans Consulting Group, Inc. 0.13% Reduce -3.2% 1,466 $351K
Cathy Pareto & Associates, Inc. 0.32% — 1,466 $351K
RVW Wealth, LLC 0.03% Reduce -16.8% 1,465 $351K
Waypoint Wealth Partners Inc. 0.10% No change 1,461 $350K
Greenspring Advisors, LLC 0.08% No change 1,459 $350K
Allegiance Financial Group Advisory Services LLC 0.11% Reduce -5.6% 1,459 $350K
Lakeside Advisors, INC. 0.23% Reduce -16.7% 1,459 $350K
Uptown Financial Advisors LLC 0.38% — 1,458 $349K
Wise Wealth Partners 0.86% — 1,458 $349K
Freestate Advisors LLC 0.36% Reduce -2.4% 1,457 $349K
Fieldview Capital Management, LLC 0.05% — 1,456 $349K
Nova R Wealth, Inc. 0.18% Add +0.5% 1,456 $349K
Mitchell & Pahl Private Wealth, LLC 0.16% New 1,453 $348K
Horizon Investment Services, LLC 0.15% Add +15.1% 1,451 $348K
Catalyst Capital Advisors LLC 0.01% Add +1051.6% 1,451 $348K
Lighthouse Financial LLC 0.28% — 1,449 $347K
Acorns Advisers, LLC 0.00% Add +5.4% 1,447 $347K
Dynamic Wealth Strategies, LLC 0.31% Reduce -13.0% 1,447 $347K
Acas, LLC 0.26% Reduce -10.6% 1,280 $346K
Tobias Financial Advisors, Inc. 0.07% Add +12.6% 1,442 $346K
BlueStem Wealth Partners, LLC 0.05% — 1,437 $344K
Redwood Financial Network Corp 0.26% Add +0.3% 1,436 $344K
Yoder Wealth Management, Inc. 0.19% Add +2.8% 1,436 $344K
Carlson Capital Management 0.01% Add +40.4% 1,436 $344K
Alpha Zero LLC 0.26% — 1,432 $343K
Enzi Wealth 0.13% Add +5.4% 1,304 $343K
Adamsbrown Wealth Consultants LLC 0.12% Add +3.3% 1,429 $342K
Penobscot Wealth Management 0.16% Add +3.2% 1,422 $341K
Heritage Wealth Management, Inc./Texas 0.20% Reduce -6.0% 1,422 $341K
Hobbs Wealth Management, LLC 0.39% — 1,422 $341K
Dravo Bay LLC 0.17% No change 1,422 $341K
Cypress Financial Planning LLC 0.13% Add +2.1% 1,421 $341K
B.O.S.S. Retirement Advisors, LLC 0.10% Reduce -94.8% 1,421 $341K
DDD Partners, LLC 0.04% Add +2.8% 1,416 $339K
Skyline Advisors, Inc. 0.13% Reduce -23.0% 1,413 $339K
Rather & Kittrell, Inc. 0.08% Add +0.1% 1,410 $338K
Oxinas Partners, LLC 0.20% Reduce -35.0% 1,407 $337K
Legacy PCG, LLC 0.24% Reduce -27.7% 1,403 $336K
Asset Allocation Strategies LLC 0.08% Add +0.8% 1,221 $336K
EWG Elevate Inc. 0.10% Add +16.0% 1,400 $336K
Chiron Capital Management, LLC 0.32% New 1,398 $335K
Sterling Investment Management, LLC 0.26% No change 1,398 $335K
Pinnacle Financial Group, LLC / IL 0.13% Add +29.0% 1,396 $335K
Verus Wealth Management, LLC 0.37% — 1,394 $334K
Mainsail Asset Management, LLC 0.23% No change 1,394 $334K
Chelsea Counsel Co. 0.17% No change 1,392 $334K
Pps&v Asset Management Consultants, Inc. 0.23% Add +0.1% 1,391 $333K
Able Wealth Management LLC 0.22% Add +4.6% 1,388 $333K
Northern Capital Management, Inc. 0.20% Reduce -11.5% 1,385 $332K
Sicart Associates LLC 0.12% No change 1,385 $332K
Anchor Pointe Wealth Management, LLC 0.43% — 1,382 $331K
PharVision Advisers, LLC 0.28% — 1,376 $330K
Avondale Wealth Management 0.21% No change 1,375 $330K
Retireful, LLC 0.19% New 1,373 $329K
Wealth Watch Advisors, INC 0.20% — 1,363 $329K
Entruity Wealth, LLC 0.33% — 1,370 $328K
Everest Private Wealth 0.29% — 1,367 $328K
Lountzis Asset Management, LLC 0.14% No change 1,367 $328K
Plotkin Financial Advisors, LLC 0.19% Add +4.8% 1,365 $327K
Oak Ridge Investments LLC 0.03% Reduce -2.2% 1,365 $327K
Gibson Capital, LLC 0.07% Reduce -4.9% 1,362 $326K
Liberty Square Wealth Partners LLC 0.12% — 1,175 $325K
Kuhn & Co Investment Counsel 0.28% Add +6.3% 1,355 $325K
IMG Wealth Management, Inc. 0.30% — 1,354 $325K
Hill Island Financial LLC 0.09% Reduce -3.4% 1,354 $325K
Absolute Gestao de Investimentos Ltda. 0.14% Add +9.1% 1,353 $324K
James Reed Financial Services, Inc. 0.34% — 1,351 $324K
FWG Investments, LLC. 0.25% Reduce -4.2% 1,351 $324K
Cumberland Advisors Inc. 0.13% No change 1,350 $324K
FinDec Wealth Services, Inc. 0.22% Add +0.1% 1,345 $323K
Whipplewood Advisors, LLC 0.18% — 1,345 $322K
Harbour Investment Management LLC 0.14% New 1,345 $322K
Brogan Financial, Inc. 0.16% Add +4.9% 1,339 $321K
American Institute for Advanced Investment Management, LLP 0.24% Reduce -24.9% 1,338 $321K
Joseph P. Lucia & Associates, LLC 0.14% Add +2.1% 1,338 $321K
Northwest Quadrant Wealth Management, LLC 0.07% New 1,335 $320K
Strata Wealth Advisors, LLC 0.10% Add +3.8% 1,328 $318K
Intrepid Capital Management Inc. 0.20% No change 1,328 $318K
Tumwater Wealth Management, LLC 0.17% — 1,327 $318K
Tolleson Wealth Management, Inc. 0.07% New 1,325 $318K
Perissos Private Wealth Management, LLC 0.24% Add +1.9% 1,320 $316K
Halter Ferguson Financial Inc. 0.13% Reduce -3.6% 1,320 $316K
Kondo Wealth Advisors, Inc. 0.16% — 1,319 $316K
Western Pacific Wealth Management, LP 0.25% No change 1,316 $315K
Sterling Manor Financial, LLC 0.22% No change 1,316 $315K
Fortress Wealth Management, Inc. 0.15% No change 1,316 $315K
Arcus Capital Partners, LLC 0.10% Add +31.7% 1,571 $315K
Scarborough Advisors, LLC 0.04% New 1,312 $314K
Crane Advisory, LLC 0.06% No change 1,291 $314K
Avion Wealth 0.08% Add +91.0% 1,310 $313K
Pring Turner Capital Group Inc. 0.21% Reduce -1.5% 1,305 $313K
Resolute Advisors LLC 0.06% New 1,305 $313K
Dentgroup LLC 0.24% Reduce -0.6% 1,300 $312K
PARK CIRCLE Co 0.28% No change 1,300 $312K
Landing Point Financial Group, LLC 0.24% — 1,130 $311K
USAdvisors Wealth Management, LLC 0.10% Reduce -6.5% 1,301 $311K
PrairieView Partners, LLC 0.03% Add +30.0% 1,300 $311K
Awm Capital, LLC 0.04% Add +8.7% 1,297 $311K
David Wealth Management LLC 0.26% — 1,295 $311K
Integrity Wealth Solutions LLC 0.17% Add +14.8% 1,296 $311K
Eaton-Cambridge Inc. 0.14% Add +0.6% 1,294 $310K
Golden Road Advisors LLC 0.23% Reduce -0.5% 1,292 $310K
Valued Retirements, Inc. 0.42% No change 1,291 $310K
Cannon Wealth Management Services, LLC 0.27% Add +1.9% 1,159 $309K
Tilson Financial Group, Inc. 0.13% Add +2.6% 1,287 $309K
Sebold Capital Management, Inc. 0.21% Reduce -10.3% 1,289 $309K
FOCUS Wealth Advisors, LLC 0.16% No change 1,286 $308K
Investment Planning Advisors, Inc. 0.13% New 1,285 $308K
Whitcomb & Hess, Inc. 0.10% Reduce -4.6% 1,285 $308K
Wick Capital Partners, LLC 0.09% Reduce -8.6% 1,284 $308K
CarsonAllaria Wealth Management, Ltd. 0.18% Reduce -16.5% 1,282 $307K
Sage Capital Management, LLC 0.15% Reduce -29.1% 1,278 $306K
Wiser Wealth Management, Inc 0.09% Add +14.0% 1,277 $306K
Mezzasalma Advisors, LLC 0.10% New 1,277 $306K
Madrona Financial Services, LLC 0.08% Reduce -3.6% 1,276 $306K
Prentiss Smith & Co. Inc. 0.20% No change 1,269 $304K
Oregon Pacific Wealth Management, LLC 0.30% — 1,259 $302K
Aspiring Ventures, LLC 0.19% — 1,164 $302K
Silverberg Bernstein Capital Management LLC 0.26% No change 1,254 $301K
MPS Loria Financial Planners, LLC 0.09% Add +0.1% 1,253 $300K
CBIZ Investment Advisory Services, LLC 0.01% Reduce -5.5% 1,251 $300K
Williams & Novak, LLC 0.29% Reduce -48.1% 1,250 $300K
True Link Financial Advisors, LLC 0.03% Add +4.2% 1,248 $299K
G2 Capital Management, LLC / Oh 0.09% No change 1,247 $299K
Ogorek Anthony Joseph /NY/ 0.09% Add +0.4% 1,247 $298K
Panoramic Investment Advisors, LLC 0.19% New 1,243 $298K
Hubbell Strickland Wealth Management, LLC 0.14% Add +0.2% 1,241 $298K
FMB Wealth Management 0.17% Add +0.3% 1,239 $297K
Paul R. Ried Financial Group, LLC 0.21% — 1,239 $297K
HBC Financial Services, PLLC 0.18% Add +0.1% 1,238 $296K
Coston, McIsaac & Partners 0.09% No change 1,238 $296K
Wrenne Financial Planning LLC 0.17% No change 1,234 $296K
Silver Oak Wealth Advisors Services, LLC 0.26% — 520 $295K
Ballew Advisors, Inc 0.19% Add +0.2% 1,204 $294K
Clear Point Advisors Inc. 0.25% Reduce -0.9% 1,224 $293K
FSA Advisors, Inc. 0.36% Reduce -51.6% 1,223 $293K
Clark Financial Services Group Inc. 0.22% Add +3.6% 1,223 $293K
Mountain Capital Investment Advisors Inc. 0.06% Reduce -5.8% 1,130 $293K
Freedom Financial Partners LLC 0.14% — 1,220 $292K
Fortis Group Advisors, LLC 0.05% Add +299.7% 1,215 $291K
Marshall Financial Group Inc. 0.09% Reduce -14.4% 1,215 $291K
Quad-Cities Investment Group, LLC 0.14% Add +0.1% 1,215 $291K
Advisory Resource Group 0.06% Add +4.8% 1,212 $291K
Flower City Capital 0.18% No change 1,211 $290K
OMNI 360 Wealth, Inc. 0.19% Reduce -26.2% 1,211 $290K
Aspect Partners, LLC 0.17% Reduce -0.7% 1,209 $290K
Exchange Traded Concepts, LLC 0.01% Reduce -97.2% 1,209 $290K
Hanover Advisors Inc. 0.12% No change 1,208 $290K
Prairiewood Capital, LLC 0.12% No change 1,207 $289K
Quest 10 Wealth Builders, Inc. 0.29% — 1,206 $289K
RE Dickinson Investment Advisors, LLC 0.25% No change 1,205 $289K
Geometric Wealth Advisors 0.05% Add +4.3% 1,202 $288K
First Wilshire Securities Management Inc. 0.08% No change 1,203 $288K
Guardian Financial Partners, LLC 0.17% Add +10.4% 1,201 $288K
Capstone Capital LLC 0.23% Reduce -0.2% 1,198 $287K
Defined Financial Planning LLC 0.31% — 1,196 $287K
Kingdom Financial Group LLC. 0.20% Add +0.5% 1,194 $286K
Momentous Wealth Management, Inc. 0.24% — 1,193 $286K
Capstone Wealth Management, LLC 0.28% — 1,191 $285K
Scholtz & Company, LLC 0.14% No change 1,191 $285K
Afg Fiduciary Services Limited Partnership 0.20% No change 1,130 $285K
Avid Wealth Partners LLC 0.20% Add +8.2% 1,189 $285K
Cutler Capital Management, LLC 0.13% Add +137.6% 1,188 $285K
Veridan Wealth LLC 0.13% — 1,065 $284K
Kelly Financial Group LLC 0.10% — 1,185 $284K
Act Wealth Management, LLC 0.13% Reduce -9.1% 1,184 $284K
Saxony Capital Management, LLC 0.25% Add +0.1% 1,184 $284K
Austin Wealth Management, LLC 0.06% New 1,087 $282K
Arista Wealth Management, LLC 0.07% No change 1,175 $282K
IAG Wealth Partners, LLC 0.05% Add +9.8% 1,175 $282K
Financial Advisory Corp 0.05% — 1,174 $282K
AIFG Consultants Ltd. 0.46% Reduce -0.2% 1,173 $281K
Dash Acquisitions Inc. 0.06% New 1,047 $280K
Prairie Wealth Advisors, Inc. 0.13% Reduce -2.8% 1,166 $280K
Iron Horse Wealth Management, LLC 0.09% Add +0.9% 1,165 $279K
Vestia Personal Wealth Advisors 0.23% Add +12.6% 1,163 $279K
Significant Wealth Partners LLC 0.14% Add +0.7% 1,162 $278K
Hoese & Co LLP 0.24% Add +139.2% 1,160 $278K
Satovsky Asset Management LLC 0.06% Reduce -20.1% 1,136 $278K
Equita Financial Network, Inc. 0.10% Add +8.2% 1,158 $278K
MTM Financial Group, LLC 0.17% No change 1,157 $277K
Aurdan Capital Management, LLC 0.11% — 1,154 $277K
Creekmur Asset Management LLC 0.06% Add +0.1% 1,151 $276K
Leslie Global Wealth, LLC 0.13% Add +1.1% 1,151 $276K
Fidato Wealth LLC 0.21% New 1,149 $275K
TPG Financial Advisors, LLC 0.12% Reduce -4.6% 1,149 $275K
Websterrogers Financial Advisors, LLC 0.10% New 1,147 $275K
Parkshore Wealth Management, Inc. 0.16% — 1,139 $273K
Custos Family Office, LLC 0.10% New 1,138 $273K
Orgel Wealth Management, LLC 0.01% Add +2.0% 1,137 $273K
Global Wealth Strategies & Associates 0.09% Add +74.5% 1,136 $272K
Caerus Investment Advisors, LLC 0.26% No change 1,133 $272K
PCG Wealth Advisors, LLC 0.10% No change 1,133 $272K
Conrad Siegel Investment Advisors, Inc. 0.07% Reduce -2.6% 1,131 $271K
JDH Wealth Management, LLC 0.24% — 1,129 $271K
Swan Global Investments, LLC 0.01% New 1,128 $270K
Nautilus Advisors LLC 0.21% — 1,125 $270K
Bellwether Advisors, LLC 0.05% Add +8.5% 1,123 $269K
Bellecapital International Ltd. 0.05% Reduce -1.5% 1,123 $269K
ADG Wealth Management Group, LLC 0.24% — 1,121 $269K
Frederick Financial Consultants, LLC 0.21% — 1,120 $268K
Auxier Asset Management LLC 0.04% No change 1,115 $267K
Stonehearth Capital Management, LLC 0.11% No change 1,114 $267K
VanderPol Investments L.L.C. 0.58% Add +8.1% 1,111 $266K
Jim Saulnier & Associates, LLC 0.23% Add +0.2% 1,110 $266K
Parkwoods Wealth Partners, LLC 0.21% No change 1,110 $266K
LPWM LLC 0.09% No change 1,110 $266K
Raffa Wealth Management, LLC 0.06% Reduce -5.2% 1,109 $266K
Eagle Capital Management LLC 0.00% No change 1,109 $266K
Arrowroot Family Office, LLC 0.14% Reduce -3.0% 1,109 $266K
AAF Wealth Management, LLC 0.13% Add +11.6% 1,105 $265K
Westbourne Investments, Inc. 0.16% — 1,105 $265K
Novus Advisors, LLC 0.26% — 1,103 $264K
Wealthcare Capital Management LLC 0.03% Add +15.5% 1,101 $264K
Leonteq Securities AG 0.03% Reduce -94.3% 1,100 $264K
Petra Financial Advisors Inc. 0.18% Reduce -5.3% 1,099 $263K
ShoreHaven Wealth Partners, LLC 0.12% Add +0.5% 1,096 $263K
25 LLC 0.11% Add +0.2% 1,094 $262K
MA Private Wealth 0.05% Reduce -1.4% 1,093 $262K
Longview Financial Advisors LLC 0.18% — 1,090 $261K
McClarren Financial Advisors, Inc. 0.73% Add +0.3% 1,085 $260K
Lifestyle Asset Management, Inc. 0.14% Add +4.4% 1,083 $260K
Fortis Advisors, LLC 0.17% New 1,081 $259K
Retirement Planning Group, LLC / NY 0.28% — 1,080 $259K
Baker Boyer National Bank 0.09% Reduce -13.6% 1,078 $258K
Tradewinds Capital Management, LLC 0.07% No change 1,077 $258K
Annandale Capital, LLC 0.05% No change 1,075 $258K
Cura Wealth Advisors, LLC 0.11% — 1,074 $257K
Capstone Wealth Management Group, LLC 0.14% Add +0.2% 1,072 $257K
Vantage Point Financial LLC 0.14% — 1,072 $257K
TABR Capital Management, LLC 0.22% — 1,070 $257K
Rappaport Reiches Capital Management, LLC 0.07% Add +3.8% 1,068 $256K
Epiq Partners, LLC 0.14% No change 1,068 $256K
Templeton & Phillips Capital Management, LLC 0.20% No change 1,065 $255K
Newton One Investments LLC 0.10% Add +0.6% 1,065 $255K
WFA Asset Management Corp 0.14% Add +0.6% 1,064 $255K
Parkside Advisors LLC 0.06% No change 1,064 $255K
New England Research & Management, Inc. 0.13% No change 1,065 $255K
O'Connor Financial Group LLC 0.13% No change 1,063 $255K
Life Planning Partners, Inc 0.24% Reduce -1.4% 1,062 $255K
SWP Financial LLC 0.15% No change 1,059 $254K
East Coast Asset Management, LLC. 0.08% Reduce -8.7% 1,056 $253K
Opes Wealth Management LLC 0.05% New 1,056 $253K
Hilltop Wealth Advisors, LLC 0.13% Reduce -12.7% 1,053 $253K
Comprehensive Financial Management LLC 0.01% No change 1,053 $252K
Richmond Investment Services, LLC 0.14% — 1,050 $252K
Prevail Innovative Wealth Advisors, LLC 0.07% Reduce -8.7% 1,050 $252K
GatePass Capital, LLC 0.28% — 1,049 $251K
ZynergyRetirementPlanningLLC 0.18% No change 1,189 $251K
Human Investing LLC 0.04% Reduce -4.8% 1,045 $250K
Wade Financial Advisory, Inc 0.08% No change 1,044 $250K
Brueske Advisory Services, LLC 0.22% — 1,043 $250K
Verity Asset Management, Inc. 0.14% Add +0.6% 1,282 $250K
Jupiter Wealth Management LLC 0.13% Add +81.5% 1,042 $250K
Lawson Kroeker Investment Management Inc. 0.05% Reduce -32.4% 1,042 $250K
Mraz, Amerine & Associates, Inc. 0.04% New 1,041 $250K
Pacific Sage Partners, LLC 0.06% No change 1,041 $250K
CogentBlue Wealth Advisors, LLC 0.22% — 1,039 $249K
DGS Capital Management, LLC 0.06% Add +5.0% 1,037 $249K
Ironsides Asset Advisors, LLC 0.07% No change 1,031 $247K
New Millennium Group LLC 0.14% Reduce -90.2% 1,027 $246K
Signal Tree Financial Partners LLC 0.29% — 1,026 $246K
ACT Advisors, LLC. 0.13% New 1,025 $246K
Marshall & Sterling Wealth Advisors Inc. 0.17% — 1,022 $245K
Alamar Capital Management, LLC 0.13% No change 1,020 $245K
Kelman-Lazarov, Inc. 0.04% Reduce -0.6% 1,018 $244K
MAS Advisors LLC 0.41% No change 1,011 $242K
Standard Family Office LLC 0.29% No change 1,011 $242K
Clarus Wealth Advisors 0.12% Reduce -31.5% 987 $241K
Chase Investment Counsel Corp. 0.08% No change 1,006 $241K
Next Level Wealth Planning, LLC 0.19% — 1,002 $240K
Stonebridge Capital Management Inc. 0.10% No change 1,000 $240K
Weybosset Research & Management LLC 0.08% No change 1,000 $240K
Gruss & Co., LLC 1.02% New 1,000 $240K
Hedges Asset Management LLC 0.16% Reduce -76.7% 1,000 $240K
StoneCrest Wealth Management, Inc. 0.16% No change 1,000 $240K
BOCHK Asset Management Ltd 0.07% No change 1,000 $240K
Shay Capital LLC 0.06% New 1,000 $240K
Brandywine Trust Co. 0.04% No change 1,000 $240K
Windward Capital Management Co. 0.02% No change 1,000 $240K
Stack Financial Management, Inc 0.02% Add +2.8% 998 $239K
Unconventional Investor, LLC 0.14% No change 996 $239K
Oak Wealth Advisors LLC 0.18% — 990 $237K
Financial Synergies Wealth Advisors, Inc. 0.03% Reduce -10.7% 990 $237K
Ferguson Shapiro LLC 0.09% New 989 $237K
Corbyn Investment Management Inc. 0.10% Reduce -15.8% 988 $237K
Flagship Private Wealth, LLC 0.11% Add +0.5% 988 $237K
Jackson Wealth Management, LLC 0.03% No change 983 $236K
Boston Common Asset Management, LLC 0.01% Reduce -9.1% 984 $236K
Stone House Investment Management, LLC 0.06% Reduce -12.8% 983 $236K
Everstar Asset Management, LLC 0.17% Reduce -6.8% 982 $235K
Hirtle & Co., LLC 0.01% New 982 $235K
Planning Alternatives Ltd. 0.04% No change 976 $234K
Eight 31 Financial, LLC 0.18% Reduce -7.0% 976 $234K
WealthCollab, LLC 0.15% Add +0.5% 974 $233K
CMH Wealth Management LLC 0.05% No change 974 $233K
Members Wealth LLC 0.17% — 848 $233K
V-Square Quantitative Management LLC 0.03% Reduce -14.9% 973 $233K
Aufman Associates Inc 0.16% Reduce -14.9% 971 $233K
University of Texas/Texas Am Investment Management Co. 0.03% No change 971 $233K
Fusion Family Wealth, LLC 0.02% New 971 $233K
West Coast Financial LLC 0.03% Reduce -2.2% 967 $232K
Corepath Wealth Partners LLC 0.23% Reduce -13.3% 934 $231K
LifePlan Investment Advisors, Inc. 0.14% Reduce -0.7% 960 $230K
Kropog Financial Group, LLC 0.21% — 960 $230K
HRC Wealth Management, LLC 0.14% New 958 $230K
Pure Portfolios Holdings LLC 0.09% New 956 $229K
Jessup Wealth Management, Inc 0.10% New 956 $229K
Carroll Investors, Inc 0.13% No change 956 $229K
AdviceOne Advisory Services, LLC 0.20% — 955 $229K
PFS Partners, LLC 0.12% Reduce -2.1% 954 $229K
Auour Investments LLC 0.08% New 854 $228K
M. Kulyk & Associates, LLC 0.05% New 952 $228K
ETF Store, Inc. 0.28% New 951 $228K
AtlasMark Financial, Inc 0.21% No change 950 $228K
Treasure Coast Financial Planning 0.15% No change 950 $228K
Timber Creek Capital Management LLC 0.07% No change 950 $228K
Magnolia Wealth Management, LLC 0.16% No change 949 $227K
Blue Barn Wealth, LLC 0.12% New 949 $227K
Noble Family Wealth, LLC 0.06% New 950 $227K
Avant Capital LLC 0.19% — 947 $227K
Comprehensive Money Management Services LLC 0.19% — 947 $227K
Synergy Financial Group, LTD 0.19% New 944 $226K
Check Capital Management Inc. 0.01% New 941 $226K
Concentrum Wealth Management 0.08% New 940 $225K
Hoge Financial Services, LLC 0.16% New 939 $225K
Monograph Wealth Advisors, LLC 0.03% New 938 $225K
Old Mission Capital LLC 0.01% New 937 $225K
Dimension Capital Management LLC 0.04% Reduce -3.6% 934 $224K
Quartz Partners, LLC 0.14% New 934 $224K
Astra Wealth Partners LLC 0.21% — 933 $224K
Spectrum Strategic Capital Management, LLC 0.14% New 933 $224K
4J Wealth Management LLC 0.18% Reduce -15.9% 928 $223K
Leeward Financial Partners, LLC 0.08% New 927 $222K
Sander Capital Advisors Inc. 0.10% No change 925 $222K
Beacon Harbor Wealth Advisors, Inc. 0.05% New 926 $222K
Rock Point Advisors, LLC 0.06% Reduce -12.8% 926 $222K
Theory Financial LLC 0.09% New 925 $222K
Capula Management Ltd 0.00% Reduce -57.0% 924 $221K
Mizuho Bank, Ltd. 0.06% No change 920 $221K
Midwest Financial Group LLC 0.13% New 919 $220K
Virtus Investment Advisers, LLC 0.18% No change 919 $220K
One River Asset Management, LLC 0.33% New 920 $220K
Boomfish Wealth Group, LLC 0.13% New 918 $220K
Beta Wealth Group, Inc. 0.10% New 918 $220K
McGrath & Associates, Inc. 0.44% — 915 $219K
New Harbor Financial Group, LLC 0.07% Reduce -8.5% 915 $219K
Fiduciary Family Office, LLC 0.07% Reduce -93.3% 915 $219K
WealthCare Investment Partners, LLC 0.10% New 912 $219K
Main Street Group, LTD 0.09% Reduce -1.6% 913 $219K
Ameraudi Asset Management, Inc. 0.12% New 912 $219K
Reliant Investment Management, LLC 0.10% New 911 $218K
David Kennon Inc 0.09% New 911 $218K
Hoya Capital Real Estate, LLC 4.12% New 910 $218K
Attessa Capital LLC 0.15% — 910 $218K
Altiora Financial Group, LLC 0.05% New 908 $218K
GEM Asset Management, LLC 0.12% New 906 $217K
Gator Capital Management, LLC 0.08% New 905 $217K
Higgins & Schmidt Wealth Strategies LLC 0.14% New 904 $217K
Disciplined Investments, LLC 0.11% New 904 $217K
Kades & Cheifetz LLC 0.11% Reduce -7.0% 904 $217K
Corus Family Wealth Advisors 0.15% New 902 $216K
O'Brien Wealth Partners LLC 0.04% Reduce -8.9% 901 $216K
Garrison Bradford & Associates Inc. 0.23% New 900 $216K
Barnes Wealth Management Group, Inc 0.14% — 899 $215K
Pineridge Advisors LLC 0.08% Add +157.3% 898 $215K
Trust Co of Kansas 0.10% New 899 $215K
Chokshi & Queen Wealth Advisors, Inc 0.13% — 896 $215K
Financial Guidance Group, Inc. 0.12% New 894 $214K
Campbell Deegan Wealth Management, LLC 0.26% — 892 $214K
Integras Partners LLC 0.19% — 891 $214K
Friday Financial 0.15% — 890 $213K
Fairman Group, LLC 0.18% Reduce -1.3% 888 $213K
Mullaney, Keating & Wright, Inc. 0.14% New 883 $212K
Wealth Management Nebraska 0.03% — 879 $211K
RFG Holdings, Inc. 0.07% New 877 $211K
Spectrum Investment Advisors, Inc. 0.14% New 878 $210K
CHB Investment Group, LLC 0.11% New 878 $210K
One Wealth Capital Management, LLC 0.11% — 875 $210K
Comprehensive Financial Planning, Inc. 0.18% — 873 $209K
Financial Avengers, Inc. 0.10% Add +0.5% 872 $209K
Hapanowicz & Associates Financial Services, Inc 0.10% New 872 $209K
Austin Asset Management Co Inc 0.04% New 870 $209K
Chris Bulman Inc 0.13% New 870 $209K
Macroview Investment Management LLC 0.21% No change 867 $208K
Legend Financial Advisors, Inc. 0.15% No change 863 $207K
Eastover Investment Advisors LLC 0.10% Reduce -24.0% 863 $207K
Runnymede Capital Advisors, Inc. 0.18% — 862 $207K
Beacon Financial Strategies CORP 0.14% New 862 $207K
Balanced Wealth Group LLC 0.09% New 768 $205K
Innovative Wealth Building LLC 0.19% — 856 $205K
Unio Capital LLC 0.07% Reduce -33.0% 852 $204K
Confluence Investment Management LLC 0.00% New 852 $204K
Puzo Michael J 0.06% New 850 $204K
Rodgers & Associates, LTD 0.02% New 848 $203K
Milestone Asset Management Group, LLC 0.18% — 848 $203K
Peak Financial Management, Inc. 0.06% New 846 $203K
JBGlobal.com LLC 0.21% — 844 $202K
Davidson Kahn Capital Management, LLC 0.19% — 842 $202K
Peterson Wealth Management 0.12% New 842 $202K
Three Cord True Wealth Management, LLC 0.17% — 840 $201K
Rahlfs Capital, LLC 0.20% — 838 $201K
SLT Holdings LLC 0.19% — 835 $200K
Ball & Co Wealth Management Inc. 0.16% — 831 $199K
Principia Wealth Advisory, LLC 0.19% — 826 $198K
TruNorth Capital Management, LLC 0.05% Add +22.1% 812 $195K
Pinney & Scofield, Inc. 0.15% — 810 $194K
Navigoe, LLC 0.19% — 801 $191K
Vermillion Wealth Management, Inc. 0.10% — 790 $189K
TD Capital Management LLC 0.02% Reduce -5.9% 783 $188K
Consultiva Wealth Management, Corp. 0.93% New 774 $186K
Graney & King, LLC 0.14% — 773 $185K
Promus Capital, LLC 0.14% — 764 $183K
Valued Wealth Advisors LLC 0.11% Reduce -13.8% 753 $180K
Mendota Financial Group, LLC 0.12% Reduce -11.3% 747 $179K
Dunhill Financial, LLC 0.08% Add +23.1% 735 $176K
Painted Porch Advisors LLC 0.09% Add +144.0% 727 $174K
Wingate Wealth Advisors, Inc. 0.17% — 727 $174K
Tidemark, LLC 0.07% Add +7.6% 725 $174K
Meeder Asset Management Inc. 0.01% Reduce -4.8% 715 $171K
Pacific Capital Wealth Advisors, Inc. 0.03% Reduce -8.2% 713 $171K
Synergy Investment Management, LLC 0.07% — 710 $170K
Evelyn Partners Asset Management Ltd 0.05% — 709 $170K
Financial Life Planners 0.14% — 700 $168K
Briaud Financial Planning Inc 0.07% Add +253.8% 704 $168K
Guardian Wealth Management, Inc. 0.11% Reduce -2.0% 697 $167K
Wolverine Asset Management LLC 0.01% New 678 $163K
Maryland Capital Advisors Inc. 0.07% Reduce -0.1% 675 $162K
Valley Forge Investment Consultants Inc. Adv 0.05% No change 661 $158K
Stuart Chaussee & Associates, Inc. 0.04% Add +31.3% 659 $158K
Darwin Wealth Management, LLC 0.05% Reduce -68.7% 657 $158K
WPG Advisers, LLC 0.15% — 655 $157K
Evolution Advisers, Inc. 0.09% No change 657 $157K
Denver PWM, LLC 0.06% Reduce -17.7% 623 $149K
DecisionPoint Financial, LLC 0.04% No change 610 $146K
Disciplina Capital Management LLC 0.02% Add +0.7% 605 $145K
Basso Capital Management, L.P. 0.13% No change 604 $145K
West Financial Advisors, LLC 0.03% Add +244.6% 603 $145K
MidAtlantic Capital Management, Inc. 0.11% Reduce -6.7% 600 $144K
Creative Capital Management Investments LLC 0.06% Add +219.8% 598 $143K
Talon Private Wealth, LLC 0.03% Add +37.6% 596 $143K
Sherman Asset Management, Inc. 0.13% — 576 $138K
Acima Private Wealth, LLC 0.05% No change 569 $136K
WealthTrak Capital Management LLC 0.11% — 567 $136K
EnRich Financial Partners LLC 0.04% No change 562 $135K
Davis Capital Management 0.11% No change 555 $133K
REAP Financial Group, LLC 0.03% Add +15.7% 552 $132K
Horrell Capital Management, Inc. 0.04% No change 547 $131K
LGT Financial Advisors LLC 0.29% Add +1111.1% 545 $131K
Transcendent Capital Group LLC 0.07% No change 536 $128K
XY Capital Ltd 0.14% New 528 $127K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 517 $124K
Pingora Partners LLC 0.08% Reduce -23.8% 505 $121K
Accordant Advisory Group Inc 0.12% No change 501 $120K
New Wave Wealth Advisors LLC 0.05% Reduce -53.3% 495 $119K
GF Fund Management Co. LTD. 0.00% — 475 $114K
Signature Resources Capital Management, LLC 0.10% No change 474 $114K
Clark Wealth Partners 0.09% — 460 $110K
Northwest Capital Management Inc 0.05% Reduce -20.7% 459 $110K
Nordwand Advisors, LLC 0.04% No change 439 $105K
Stelac Advisory Services LLC 0.04% New 435 $104K
Bay Harbor Wealth Management, LLC 0.03% Reduce -11.3% 434 $104K
Ridgewood Investments LLC 0.05% No change 431 $103K
Miller Wealth Advisors, LLC 0.05% No change 430 $103K
Parkworth Wealth Management, Inc. 0.08% — 424 $102K
Decker Retirement Planning Inc. 0.06% — 418 $100K
Wood Tarver Financial Group, LLC 0.03% — 421 $100K
Red Tortoise LLC 0.05% No change 411 $99K
DiNuzzo Private Wealth, Inc. 0.01% Add +0.3% 403 $97K
Marquette Asset Management, LLC 0.02% No change 400 $96K
Fairway Wealth LLC 0.04% New 394 $94K
Curio Wealth, LLC 0.05% — 380 $91K
FLP Wealth Management, LLC 0.22% — 358 $86K
Robbins Farley 0.04% No change 346 $83K
Copia Wealth Management 0.08% — 334 $80K
Quarry LP 0.02% New 325 $78K
Retirement Wealth Solutions LLC 0.06% — 313 $75K
Kings Path Partners LLC 0.03% Reduce -87.1% 311 $75K
MPWM Advisory Solutions, LLC 0.05% — 301 $72K
Financial Network Wealth Advisors LLC 0.13% Reduce -63.6% 300 $72K
Ravenstone Capital Management Inc. 0.04% New 300 $72K
Montag & Caldwell, LLC 0.02% New 300 $72K
Anfield Capital Management, LLC 0.03% Add +16.9% 298 $71K
E Fund Management (Hong Kong) Co., Ltd. 0.06% New 297 $71K
Navera Investment Management Ltd. 0.00% Reduce -79.4% 280 $67K
Legacy Investment Solutions, LLC 0.04% Add +14.2% 242 $67K
Legacy Wealth Managment, LLC 0.04% Add +14.2% 242 $67K
Tower View Wealth Management LLC 0.04% Add +0.4% 276 $66K
Endeavor Private Wealth, Inc. 0.06% — 276 $66K
Capital A Wealth Management, LLC 0.11% — 267 $64K
Financial Gravity Companies, Inc. 0.01% Add +8733.3% 265 $64K
True Wealth Design, LLC 0.02% Add +10.7% 259 $62K
PMV Capital Advisers, LLC 0.16% — 250 $60K
Halbert Hargrove Global Advisors, LLC 0.00% New 247 $59K
Vermillion & White Wealth Management Group, LLC 0.04% No change 234 $56K
Tanaka Capital Management Inc. 0.13% Reduce -11.8% 232 $56K
Minot DeBlois Advisors LLC 0.05% — 225 $54K
Horizons Wealth Management 0.04% Reduce -19.1% 225 $54K
Bear Mountain Capital, Inc. 0.02% No change 202 $54K
Grayhawk Investment Strategies Inc. 0.10% No change 222 $53K
Glass Jacobson Investment Advisors llc 0.02% Add +41.4% 222 $53K
Cedar Mountain Advisors, LLC 0.01% Reduce -13.6% 217 $52K
Horizon Financial Services, LLC 0.03% Reduce -56.2% 212 $51K
Kieckhefer Group LLC 0.03% — 210 $50K
Ulland Investment Advisors, LLC 0.03% No change 209 $50K
Robinswood Financial LLC 0.02% No change 207 $50K
Bare Financial Services, Inc 0.02% No change 203 $49K
Lowe Wealth Advisors, LLC 0.02% Add +34.0% 201 $48K
Atlantic Private Wealth, LLC 0.04% No change 200 $48K
Kathleen S. Wright Associates Inc. 0.02% No change 200 $48K
Richardson Capital Management LLC 0.03% No change 192 $46K
Collier Financial 0.04% — 188 $45K
Measured Risk Portfolios, Inc. 0.05% — 184 $44K
Lummis Asset Management, LP 0.06% Reduce -78.8% 182 $44K
New England Capital Financial Advisors LLC 0.02% Add +0.6% 181 $43K
Midwest Capital Advisors, LLC 0.03% — 180 $43K
Prudent Man Investment Management, Inc. 0.02% — 178 $43K
Strengthening Families & Communities, LLC 0.02% Add +0.6% 171 $41K
Investment Counsel Co. of Nevada 0.09% — 156 $37K
Carolina Wealth Advisors, LLC 0.02% Reduce -21.2% 149 $36K
Sellwood Investment Partners LLC 0.02% — 140 $34K
Clear Investment Research, LLC 0.04% No change 138 $33K
Morton Brown Family Wealth, LLC 0.01% Add +15.5% 134 $32K
Financial Connections Group, Inc. 0.01% Add +23.8% 130 $31K
Breakwater Investment Management 0.01% No change 127 $30K
SWAN Capital LLC 0.01% No change 125 $30K
Clarity Asset Management, Inc. 0.02% Add +0.8% 123 $30K
Redwood Park Advisors LLC 0.02% — 120 $29K
Capital & Planning, LLC 0.02% — 105 $25K
Westend Capital Management, LLC 0.01% No change 102 $24K
10Elms LLP 0.03% — 100 $24K
Advantage Trust Co 0.01% No change 90 $22K
FPC Investment Advisory, Inc. 0.01% New 75 $20K
Sanctuary Wealth Management, L.L.C. 0.01% Add +310.0% 82 $20K
Innovative Advisory Group, LLC 0.02% — 75 $18K
Keystone Financial Group, Inc. 0.01% — 74 $18K
JDM Financial Group LLC 0.01% No change 65 $16K
Delos Wealth Advisors, LLC 0.01% Add +113.3% 64 $15K
PayPay Securities Corp 0.67% Reduce -3.0% 64 $15K
Clal Insurance Enterprises Holdings Ltd 0.00% New 64 $15K
Winnacle Wealth LLC 0.01% — 60 $14K
Christopher J. Hasenberg, Inc 0.00% No change 50 $12K
Conquis Financial LLC 0.01% — 48 $12K
Lanark Financial, Inc. 0.91% — 41 $10K
PFG Private Wealth Management, LLC 0.01% No change 38 $9K
FSC Wealth Advisors, LLC 0.00% No change 31 $7K
Investment Management Corp. /Va/ 0.01% — 29 $7K
Kessler Investment Group, LLC 0.00% No change 26 $6K
Stance Capital LLC 0.00% — 24 $6K
Cedar Wealth Management, LLC 0.00% Reduce -95.5% 24 $6K
Family CFO Inc 0.00% New 21 $5K
Sugar Maple Asset Management, LLC 0.00% New 17 $4K
Caitlin John, LLC 0.00% No change 16 $4K
Financially Speaking Inc 0.00% — 15 $4K
IFS Advisors, LLC 0.00% No change 11 $3K
Campbell Capital Management Inc. 0.00% New 5 $1K

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