JPMorgan Chase &JPM

13F holders, Q2 2025 (June 30)
4,749holders +75
175new positions
100sold out
16famous investors
$289.48avg. 13F price*

At the end of Q2 2025, 4,749 institutions reported holding JPMorgan Chase & Co. (JPM) in their 13F filings, up 75 from Q1 2025. 175 opened new positions and 100 sold out. The largest holders were Vanguard Group Inc. ($78.8B), BlackRock, Inc. ($59.7B) and State Street Corp. ($36.3B). 16 famous investors held it, including Andreas Halvorsen (3.4% of Viking Global Investors's portfolio), Ken Fisher (1.8% of Fisher Asset Management's portfolio) and Tom Russo (1.8% of Gardner Russo & Quinn's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions175$1.5B
Exits100$873.1M

All 13F filers, Q1 2025 → Q2 2025: 51,809,819 shares bought and 60,006,481 shares sold, net −8,196,662 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4,749 holders

Vanguard Group Inc. 1.28% Reduce -0.3% 271,954,190 $78.8B
BlackRock, Inc. 1.14% Reduce -1.1% 205,887,833 $59.7B
State Street Corp. 1.36% Reduce -1.8% 125,287,735 $36.3B
Morgan Stanley 1.27% Reduce -3.4% 66,985,321 $19.4B
Geode Capital Management, LLC 1.24% Add +0.5% 61,129,271 $17.6B
Bank of America Corp. 1.26% Add +13.2% 53,873,014 $15.6B
FMR LLC 0.69% Reduce -10.6% 42,043,115 $12.2B
Norges Bank 1.29% Add +1.7% 35,511,741 $10.3B
Northern Trust Corp. 1.30% Reduce -1.7% 32,541,931 $9.4B
T. Rowe Price Associates Inc. 0.95% Reduce -0.6% 28,727,851 $8.3B
Capital International Investors 1.41% Reduce -2.2% 28,137,573 $8.2B
Capital World Investors 1.03% Reduce -3.7% 24,257,328 $7.0B
Wells Fargo & Company 1.51% Reduce -1.4% 23,648,318 $6.9B
Capital Research Global Investors 1.37% Add +9.9% 23,505,294 $6.8B
Bank of New York Mellon Corp 1.28% Reduce -5.6% 23,420,985 $6.8B
Royal Bank of Canada 1.29% Reduce -2.5% 22,766,452 $6.6B
Ameriprise Financial Inc. 1.57% Reduce -2.3% 21,907,008 $6.4B
Goldman Sachs Group Inc. 0.99% Add +6.3% 21,140,249 $6.1B
Wellington Management Group LLP 1.08% Reduce -14.0% 20,522,665 $5.9B
UBS Group AG 1.24% Reduce -7.0% 20,436,627 $5.9B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1.17% Add +7.8% 19,884,778 $5.8B
Charles Schwab Investment Management Inc. 0.99% Reduce -0.3% 19,788,561 $5.7B
Dimensional Fund Advisors LP 1.29% Reduce -4.1% 19,280,322 $5.6B
Legal & General Group Plc 1.32% Reduce -3.4% 18,301,953 $5.3B
Massachusetts Financial Services Co. 1.60% Reduce -4.6% 17,366,071 $5.0B
Nuveen, LLC 1.25% Reduce -4.0% 15,551,003 $4.5B
Fisher Asset Management 1.77% Reduce -16.3% 15,375,410 $4.5B
Raymond James Financial Inc. 1.45% Reduce -0.6% 14,529,255 $4.2B
Barclays PLC 1.70% Add +20.4% 14,521,710 $4.2B
Invesco Ltd. 0.71% Add +4.2% 14,332,418 $4.2B
Franklin Resources Inc. 1.01% Reduce -1.8% 13,015,760 $3.8B
Deutsche Bank AG 1.06% Reduce -9.0% 9,955,099 $2.9B
Neuberger Berman Group LLC 2.02% Add +2.3% 9,047,799 $2.6B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2.28% Add +1.0% 7,524,197 $2.2B
Boston Partners 2.36% Reduce -0.4% 7,324,579 $2.1B
Envestnet Asset Management Inc. 0.62% Add +2.9% 7,280,489 $2.1B
HSBC Holdings PLC 1.31% Reduce -7.0% 6,969,705 $2.0B
Sumitomo Mitsui Trust Group, Inc. 1.22% Add +0.8% 6,777,996 $2.0B
PNC Financial Services Group, Inc. 1.26% Reduce -0.5% 6,755,668 $2.0B
Schroder Investment Management Group 1.59% Add +9.9% 6,489,116 $1.9B
Baird Financial Group, Inc. 3.18% Add +2.5% 6,257,540 $1.8B
Bank of Montreal 0.84% Reduce -6.1% 5,725,987 $1.7B
Alliancebernstein L.P. 0.53% Add +2.5% 5,630,274 $1.6B
Citigroup Inc. 1.13% Add +5.1% 5,600,114 $1.6B
California Public Employees Retirement System 1.02% Reduce -6.8% 5,532,836 $1.6B
Amundi 0.55% Reduce -6.0% 5,420,044 $1.6B
Mitsubishi UFJ Asset Management Co., Ltd. 1.26% Add +6.6% 5,434,942 $1.6B
Bessemer Group Inc. 2.55% Reduce -0.4% 5,421,472 $1.6B
BNP Paribas Financial Markets 1.23% Add +6.9% 5,336,164 $1.5B
Principal Financial Group Inc. 0.82% Reduce -1.7% 5,325,094 $1.5B
Clearbridge Investments, LLC 1.25% Reduce -15.3% 5,305,311 $1.5B
National Pension Service 1.32% Add +1.4% 5,271,990 $1.5B
TD Asset Management Inc 1.27% Add +0.9% 5,113,248 $1.5B
Primecap Management Co. 1.16% Reduce -0.1% 5,045,127 $1.5B
Rhumbline Advisers 1.23% Reduce -3.0% 4,960,424 $1.4B
Unisphere Establishment 11.27% No change 4,826,000 $1.4B
JPMorgan Chase & Co. 0.10% Add +5.1% 4,803,189 $1.4B
LPL Financial LLC 0.46% Add +9.3% 4,799,864 $1.4B
Swedbank AB 1.50% Add +12.8% 4,608,192 $1.3B
Sanders Capital, LLC 1.77% Reduce -41.5% 4,544,040 $1.3B
Canada Pension Plan Investment Board 1.11% Add +7.2% 4,465,799 $1.3B
American Century Companies Inc. 0.70% Add +3.7% 4,436,888 $1.3B
Janus Henderson Group PLC 0.63% Reduce -1.6% 4,406,500 $1.3B
California State Teachers Retirement System 1.41% Reduce -0.4% 4,374,152 $1.3B
National Bank of Canada 1.31% Reduce -7.4% 4,184,962 $1.2B
Stifel Financial Corp. 1.15% Reduce -0.6% 4,086,843 $1.2B
Viking Global Investors 3.39% Add +86.1% 4,042,034 $1.2B
Healthcare of Ontario Pension Plan Trust Fund 2.21% Add +1.6% 3,772,964 $1.1B
US Bancorp \de 1.36% Reduce -1.9% 3,726,019 $1.1B
Robeco Institutional Asset Management B.V. 1.73% Add +6.4% 3,690,397 $1.1B
New York State Common Retirement Fund 1.38% Reduce -2.1% 3,568,836 $1.0B
Voya Investment Management LLC 1.18% Add +6.5% 3,546,926 $1.0B
Fayez Sarofim & Co 2.45% Reduce -3.8% 3,497,410 $1.0B
Ensign Peak Advisors, Inc 1.72% Add +0.1% 3,465,386 $1.0B
DekaBank Deutsche Girozentrale 1.76% Reduce -0.1% 3,427,167 $989.1M
Citadel Advisors 0.87% Add +50.9% 3,403,405 $986.7M
Corient Private Wealth LP 1.31% Add +1.2% 3,386,661 $981.8M
CIBC Private Wealth Group LLC 1.68% Reduce -0.1% 3,248,027 $941.6M
Nordea Investment Management AB 0.86% Reduce -0.3% 3,204,332 $932.0M
FIL Ltd 0.78% Add +0.3% 3,134,625 $908.8M
Mariner, LLC 1.31% Add +12.8% 3,130,571 $907.5M
Truist Financial Corp. 1.23% Add +0.6% 2,896,798 $839.8M
Rathbones Group PLC 3.47% Reduce -2.5% 2,773,075 $803.9M
HighTower Advisors, LLC 0.98% Reduce -0.2% 2,706,677 $784.7M
State Board of Administration of Florida Retirement System 1.39% Reduce -1.3% 2,693,747 $780.9M
CANADA LIFE ASSURANCE Co 1.22% Add +1.7% 2,652,442 $769.8M
Manufacturers Life Insurance Company, The 0.68% Reduce -2.5% 2,604,636 $755.1M
KBC Group NV 2.01% Add +56.3% 2,566,562 $744.1M
Prudential Financial Inc. 0.95% Reduce -6.9% 2,540,069 $736.4M
Mackenzie Financial Corp. 0.95% Reduce -2.5% 2,535,489 $735.1M
Adage Capital Partners Gp, L.L.C. 1.22% Reduce -1.0% 2,495,366 $723.4M
Danske Bank A/S 1.78% Add +15.2% 2,477,622 $718.3M
Aberdeen Group plc 1.21% Add +3.7% 2,431,568 $709.9M
Capital Wealth Planning, LLC 5.50% Reduce -2.1% 2,405,225 $697.3M
APG Asset Management N.V. 2.01% Reduce -0.9% 2,748,925 $678.9M
Natixis Advisors, LLC 1.08% Add +6.5% 2,337,343 $677.6M
Blair William & Co. 1.88% Add +0.5% 2,329,745 $675.4M
Storebrand Asset Management As 1.95% Add +0.6% 2,323,911 $673.7M
New York State Teachers Retirement System 1.40% Reduce -0.5% 2,309,022 $669.4M
Victory Capital Management Inc. 0.43% Reduce -7.2% 2,298,435 $666.9M
Focus Partners Wealth 1.43% Add +2.1% 2,279,976 $661.0M
Ninety One UK Ltd 1.55% Add +12.8% 2,278,247 $660.5M
Fifth Third Bancorp 2.27% Add +3.9% 2,269,020 $657.8M
Royal London Asset Management Ltd. 1.50% Reduce -2.7% 2,267,675 $657.4M
Aviva PLC 1.34% Add +6.0% 2,232,458 $647.2M
Rockefeller Capital Management L.P. 1.37% Add +11.4% 2,157,986 $626.2M
Chevy Chase Trust Holdings, LLC 1.80% Reduce -1.6% 2,138,495 $620.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 1.11% Add +16.8% 2,104,902 $610.2M
Bank Julius Baer & Co. Ltd, Zurich 1.81% Reduce -0.7% 2,097,281 $608.0M
Wealth Enhancement Advisory Services, LLC 1.00% Add +14.2% 2,031,381 $601.3M
Bahl & Gaynor LLC 3.04% Reduce -0.9% 2,069,375 $599.9M
1832 Asset Management L.P. 1.04% Add +29.4% 2,059,124 $597.0M
Cerity Partners LLC 1.03% Reduce -0.1% 1,997,882 $579.2M
Allianz Asset Management GmbH 0.77% Reduce -38.9% 1,981,725 $574.5M
Korea Investment CORP 1.27% Reduce -8.4% 1,975,994 $572.9M
M&T Bank Corp 1.84% Reduce -4.0% 1,851,758 $536.8M
First Trust Advisors LP 0.43% Reduce -1.4% 1,830,051 $530.6M
Huntington National Bank 4.56% Reduce -0.3% 1,802,786 $522.6M
King Luther Capital Management Corp. 2.28% Reduce -2.6% 1,795,437 $520.5M
Public Employees Retirement Association of Colorado 2.01% Reduce -1.6% 1,795,338 $520.5M
Lord, Abbett & Co. LLC 1.75% Reduce -0.1% 1,794,359 $520.2M
Cibc World Market Inc. 1.15% Reduce -22.0% 1,789,997 $518.9M
Caisse de depot et placement du Quebec 1.09% Reduce -33.4% 1,766,385 $512.1M
Commonwealth Equity Services, LLC 0.68% Reduce -5.2% 1,762,557 $511.0M
Janney Montgomery Scott LLC 1.30% Reduce -1.1% 1,714,994 $497.2M
Keybank National Association 1.83% Reduce -0.3% 1,695,961 $491.7M
Russell Investments Group, Ltd. 0.62% Reduce -7.7% 1,685,265 $488.2M
Montrusco Bolton Investments Inc. 5.39% New 1,715,064 $485.8M
Axiom Investors LLC 3.96% Reduce -3.1% 1,665,236 $482.8M
Alphinity Investment Management Pty Ltd 4.11% New 1,654,721 $479.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 1.17% Reduce -3.7% 1,644,216 $476.7M
Thrivent Financial for Lutherans 1.06% Add +10.7% 1,636,306 $474.2M
Scotia Capital Inc. 2.21% Add +2.6% 1,611,715 $467.2M
UniSuper Management Pty Ltd 3.09% Reduce -8.4% 1,592,411 $461.7M
Toronto Dominion Bank 0.98% Add +17.7% 1,553,456 $450.4M
Jennison Associates LLC 0.26% Reduce -4.8% 1,533,788 $444.7M
State of Wisconsin Investment Board 1.09% Reduce -7.2% 1,531,660 $444.0M
Cincinnati Insurance Co. 7.37% No change 1,512,189 $438.4M
Mairs & Power Inc. 4.30% Reduce -9.7% 1,500,966 $435.1M
Menora Mivtachim Holdings LTD. 2.47% No change 1,482,114 $429.7M
Haverford Trust Co 3.98% Reduce -0.6% 1,446,522 $419.4M
Handelsbanken Fonder AB 1.45% Add +12.7% 1,412,281 $409.4M
Bank of Nova Scotia 0.83% Add +6.6% 1,400,825 $406.1M
Samlyn Capital, LLC 5.86% Add +28.1% 1,390,302 $403.1M
Epoch Investment Partners, Inc. 2.07% Reduce -13.7% 1,378,918 $399.8M
Pictet Asset Management Holding SA 0.40% Reduce -1.5% 1,372,090 $397.8M
Mitsubishi UFJ Trust & Banking Corp 0.92% Reduce -9.4% 1,367,205 $396.4M
Asset Management One Co., Ltd. 1.24% Reduce -0.9% 1,366,402 $396.1M
Creative Planning 0.34% Add +2.2% 1,364,887 $395.7M
Alyeska Investment Group, L.P. 1.37% Add +3004.2% 1,334,602 $386.9M
AQR Capital Management 0.32% Reduce -7.0% 1,329,821 $385.5M
Millennium Management 0.35% Add +257.1% 1,320,691 $382.9M
Brandywine Global Investment Management, LLC 2.68% Reduce -4.6% 1,298,315 $376.4M
Treasurer of the State of North Carolina 1.21% Add +0.3% 1,297,377 $376.1M
Nomura Asset Management Co. Ltd. 1.02% Add +0.7% 1,278,705 $370.7M
Panagora Asset Management Inc. 1.66% Add +48.5% 1,269,325 $368.0M
Mawer Investment Management Ltd. 1.83% Add +187.5% 1,241,969 $360.1M
Alecta Tjanstepension Omsesidigt 1.69% Add +9.4% 1,242,500 $360.0M
Brown Advisory Inc. 0.47% Reduce -1.1% 1,235,106 $358.1M
Zacks Investment Management 3.04% Add +0.2% 1,224,100 $354.9M
Commerce Bank 2.06% Add +0.5% 1,204,253 $349.1M
Macquarie Group Ltd. 0.43% Reduce -0.3% 1,195,502 $346.5M
CI Investments Inc. 1.30% Reduce -13.1% 1,193,043 $345.9M
Qube Research & Technologies Ltd 0.48% Add +52.7% 1,185,657 $343.7M
Natixis 1.71% Add +34.9% 1,176,848 $341.2M
Glenmede Investment Management, LP 1.72% — 1,171,886 $339.7M
Regions Financial Corp. 2.33% Reduce -1.1% 1,168,149 $338.7M
Comerica Bank 1.31% Reduce -0.3% 1,163,368 $337.3M
Public Employees Retirement System of Ohio 1.12% Reduce -2.1% 1,152,256 $334.1M
ACR Alpine Capital Research, LLC 5.91% Add +1.3% 1,139,366 $330.3M
STRS Ohio 1.23% Reduce -0.3% 1,135,803 $329.3M
Sarasin & Partners LLP 3.25% Add +4.7% 1,125,184 $326.2M
KLP Kapitalforvaltning As 1.41% Add +3.2% 1,123,532 $325.7M
Great Lakes Advisors, LLC 2.72% Reduce -7.8% 1,118,557 $324.3M
Tredje AP-fonden 2.58% Add +9.9% 1,115,782 $323.5M
Public Sector Pension Investment Board 1.37% Reduce -0.1% 1,103,889 $320.0M
Northwestern Mutual Wealth Management Co. 0.23% Add +3.3% 1,102,255 $319.6M
Cullen Capital Management, LLC 3.46% Reduce -1.9% 1,047,243 $303.6M
Paralel Advisors LLC 12.13% No change 1,028,000 $298.0M
Compagnie Lombard Odier SCmA 3.90% Add +1.1% 1,019,876 $295.7M
Cetera Investment Advisers 0.50% Add +4.4% 1,012,216 $293.5M
Bradley Foster & Sargent Inc. 4.54% Add +0.1% 1,001,359 $290.3M
TD Waterhouse Canada Inc. 2.04% Add +2.3% 979,408 $284.2M
State of Tennessee, Department of Treasury 1.01% Reduce -2.7% 974,872 $282.6M
Osaic Holdings, Inc. 0.50% Add +21.0% 986,967 $280.0M
Boston Trust Walden Corp 1.98% Reduce -5.7% 955,538 $277.0M
Resona Asset Management Co.,Ltd. 1.35% Add +4.4% 952,443 $275.7M
State of New Jersey Common Pension Fund D 1.06% Reduce -0.6% 943,981 $273.7M
Skandinaviska Enskilda Banken AB (publ) 1.19% Reduce -25.3% 939,097 $272.4M
Nisa Investment Advisors, LLC 1.22% Reduce -0.6% 935,524 $271.2M
OMERS ADMINISTRATION Corp 2.12% Reduce -38.7% 928,826 $269.3M
JARISLOWSKY, FRASER Ltd 1.53% Reduce -2.1% 926,080 $268.5M
State of Michigan Retirement System 1.39% Add +2.7% 925,631 $268.3M
Rafferty Asset Management, LLC 0.88% Add +0.8% 924,047 $267.9M
MML Investors Services, LLC 0.77% Add +2.8% 921,730 $267.2M
Bristol John W & Co. Inc. 4.29% Reduce -0.1% 914,002 $265.0M
Retirement Systems of Alabama 0.95% Reduce -1.1% 912,580 $264.6M
Lansforsakringar Fondforvaltning AB (publ) 1.52% Reduce -6.2% 912,286 $264.5M
Jones Financial Companies LLLP 0.20% Add +18.9% 915,896 $263.3M
Pinebridge Investments, L.P. 2.00% Reduce -46.6% 867,790 $251.6M
Captrust Financial Advisors 0.56% Add +0.3% 860,562 $249.5M
Cardano Risk Management B.V. 3.18% Add +5.3% 856,259 $248.2M
Sei Investments Co. 0.29% Add +2.3% 853,970 $247.6M
Teacher Retirement System of Texas 1.02% Reduce -11.5% 836,670 $242.6M
NewEdge Advisors, LLC 1.24% Add +23.3% 830,470 $240.8M
Clark Capital Management Group, Inc. 1.67% Add +6.7% 830,069 $240.6M
Empower Advisory Group, LLC 0.72% Add +2.9% 828,122 $240.1M
Arizona State Retirement System 1.37% Reduce -0.4% 817,422 $237.0M
Capitolis Liquid Global Markets LLC 1.72% Add +46.7% 811,600 $235.3M
Employees Provident Fund Board 2.00% Add +58.8% 800,000 $231.9M
First Financial Bankshares Inc 5.14% Add +0.7% 791,817 $229.6M
AXA S.A. 0.66% Add +2.8% 789,932 $229.0M
LGT Group Foundation 2.82% Add +3.9% 775,301 $224.8M
Loomis Sayles & Co. L P 0.28% Add +12.2% 772,736 $224.0M
Bartlett & Co. Wealth Management LLC 3.10% Add +1.6% 767,328 $222.5M
Susquehanna International Group, LLP 0.34% Add +6.5% 766,369 $222.2M
Ferguson Wellman Capital Management, Inc. 3.89% Reduce -1.7% 761,725 $220.8M
AMF Tjanstepension AB 1.47% Add +29.9% 760,777 $220.6M
EP Wealth Advisors, LLC 1.44% Add +7.0% 754,053 $218.6M
Calamos Advisors LLC 1.36% Reduce -0.6% 747,053 $216.6M
Mirae Asset Global Investments Co., Ltd. 0.75% Add +0.1% 742,305 $215.2M
Groupama Asset Managment 3.62% Add +3.6% 748,092 $214.8M
BI Asset Management Fondsmaeglerselskab A/S 2.11% Add +16.1% 744,490 $213.9M
ProShare Advisors LLC 0.43% Reduce -6.1% 737,114 $213.7M
Quantinno Capital Management LP 0.92% Add +49.8% 734,381 $212.9M
Capital Group Private Client Services, Inc. 1.84% Reduce -0.7% 734,341 $212.9M
James Hambro & Partners LLP 8.36% Reduce -0.5% 729,479 $211.4M
Vaughan Nelson Investment Management, L.P. 1.98% Reduce -5.1% 728,362 $211.2M
Homestead Advisers Corp 4.96% Reduce -4.5% 721,936 $209.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.88% Add +3.9% 719,163 $208.5M
Quilter Plc 3.79% Reduce -1.1% 715,816 $207.5M
Assetmark, Inc. 0.49% Add +11.5% 712,279 $206.5M
Forsta Ap-Fonden 1.35% Reduce -1.3% 708,200 $205.3M
MetLife Investment Management, LLC 1.21% Reduce -2.5% 708,098 $205.3M
Sanctuary Advisors, LLC 1.26% Add +6.2% 701,682 $203.4M
Douglas Lane & Associates, LLC 2.95% Reduce -6.1% 701,037 $203.2M
DNB Asset Management AS 0.83% Reduce -8.8% 690,396 $200.2M
Gateway Investment Advisers LLC 2.19% Reduce -2.6% 689,807 $200.0M
LSV Asset Management 0.47% Reduce -2.9% 689,700 $200.0M
&partners 1.53% Add +22.0% 687,963 $199.5M
Candriam S.C.A. 1.16% Reduce -10.1% 687,449 $199.3M
Steward Partners Investment Advisory, LLC 1.55% Add +2.9% 685,921 $198.9M
Nissay Asset Management Corp. /Japan 1.16% Add +35.3% 684,131 $198.3M
Atalanta Sosnoff Capital, LLC 4.02% Reduce -0.8% 682,907 $198.0M
AEGON ASSET MANAGEMENT UK Plc 2.53% Add +3.2% 683,566 $197.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.05% Add +6.6% 681,588 $197.6M
Acadian Asset Management LLC 0.41% Add +65.2% 681,512 $197.6M
Welch & Forbes LLC 2.46% Reduce -1.4% 679,848 $197.1M
Czech National Bank 1.53% Add +5.8% 679,309 $196.9M
Westwood Holdings Group Inc. 1.43% Reduce -8.7% 676,264 $196.1M
Cibc World Markets Corp. 1.26% Add +1.9% 655,197 $189.9M
Smead Capital Management, Inc. 3.76% Reduce -34.4% 648,003 $187.9M
Allspring Global Investments Holdings, LLC 0.31% Reduce -7.5% 645,723 $187.5M
O'shaughnessy Asset Management, LLC 1.27% Add +11.2% 644,950 $187.0M
Whittier Trust Co. 2.24% Add +4.4% 640,969 $185.8M
D. E. Shaw & Co. 0.20% Reduce -21.4% 636,978 $184.7M
Davis Selected Advisers 0.99% Reduce -0.6% 636,042 $184.4M
NorthCoast Asset Management LLC 0.79% Add +19.0% 633,623 $183.7M
Capital International, Inc. 1.77% Add +12.4% 627,270 $181.9M
Cambridge Investment Research Advisors, Inc. 0.54% Reduce -1.0% 615,532 $178.4M
Employees Retirement System of Texas 1.72% Reduce -16.7% 614,600 $178.2M
DJE Kapital AG 4.25% Add +7.7% 603,316 $175.2M
Evercore Wealth Management, LLC 2.71% Reduce -5.7% 600,108 $174.0M
Agf Management Ltd. 0.79% Add +2.8% 599,394 $173.8M
Stonegate Investment Group, LLC 4.31% Reduce -17.1% 590,089 $171.1M
Mercer Global Advisors Inc. 0.38% Add +2.1% 587,767 $170.4M
DAVENPORT & Co LLC 0.94% Reduce -0.1% 586,514 $169.7M
Peapack Gladstone Financial Corp. 2.40% Reduce -2.8% 584,358 $169.4M
B. Metzler seel. Sohn & Co. AG 1.62% Reduce -6.3% 583,668 $169.2M
Clear Street LLC 0.98% Add +283.3% 575,000 $166.7M
Gardner Russo & Quinn 1.77% Reduce -45.0% 573,700 $166.3M
Williams Jones Wealth Management, LLC. 1.98% Reduce -1.1% 572,275 $165.9M
Factory Mutual Insurance Co. 1.80% No change 566,725 $164.3M
VIRGINIA RETIREMENT SYSTEMS ET Al 1.13% Reduce -5.7% 565,838 $164.0M
Zurich Insurance Group Ltd 1.26% Reduce -13.7% 563,640 $163.4M
QRG Capital Management, Inc. 1.42% Add +7.4% 561,209 $162.7M
Federated Hermes, Inc. 0.30% Reduce -12.0% 557,654 $161.7M
Federation des caisses Desjardins du Quebec 0.71% Add +3.7% 555,656 $161.1M
Amalgamated Bank 1.21% Reduce -0.8% 541,154 $156.9M
Mn Services Vermogensbeheer B.V. 1.09% Reduce -1.8% 538,100 $156.0M
IFM Investors Pty Ltd 1.48% Add +2.5% 536,123 $155.4M
Capital Advisors Inc. 2.79% Add +5.7% 535,819 $155.3M
Bridges Investment Management Inc. 2.08% Reduce -0.2% 530,730 $153.9M
Commerzbank Aktiengesellschaft 3.47% Reduce -10.1% 522,740 $151.5M
Parnassus Investments, LLC 0.35% Add +38.9% 519,146 $150.5M
Daiwa Securities Group Inc. 0.55% Add +4.0% 513,265 $148.8M
Los Angeles Capital Management LLC 0.56% Reduce -16.9% 512,399 $148.5M
ASR Vermogensbeheer N.V. 1.90% Reduce -1.9% 505,552 $146.6M
Erste Asset Management GmbH 1.22% Add +158.9% 500,516 $143.8M
Pinnacle Financial Partners Inc 3.01% Reduce -19.5% 494,218 $143.3M
TCW Group Inc. 1.12% Reduce -2.0% 493,318 $143.0M
CIBC Asset Management Inc 0.45% Reduce -4.3% 495,492 $142.8M
Jane Street Group, LLC 0.23% Reduce -13.8% 490,538 $142.2M
Swiss Life Asset Management Ltd 0.85% Add +8.2% 485,242 $140.7M
W1M Investment Management Ltd 1.93% Add +14.8% 483,447 $140.1M
Tiaa Trust, National Association 0.36% Add +2.9% 481,936 $139.7M
Kestra Advisory Services, LLC 0.68% Reduce -0.8% 479,817 $139.1M
Groupe la Francaise 2.25% Add +9.4% 478,314 $138.2M
Sapient Capital LLC 2.45% Reduce -0.8% 472,376 $136.9M
Worldquant Millennium Advisors LLC 0.68% Reduce -37.3% 471,818 $136.8M
Basswood Capital Management, L.L.C. 6.78% No change 469,496 $136.1M
Fullerton Fund Management Co Ltd. 5.48% Add +34.2% 467,031 $135.4M
Oppenheimer Asset Management Inc. 1.55% Reduce -0.3% 466,333 $135.2M
Lido Advisors, LLC 0.72% Add +10.5% 466,179 $135.2M
Pathstone Holdings, LLC 0.53% Add +2.3% 462,307 $134.0M
Utah Retirement Systems 1.40% Reduce -0.9% 461,316 $133.7M
Ilmarinen Mutual Pension Insurance Co 1.07% No change 457,869 $132.7M
Teachers Retirement System of the State of Kentucky 1.07% Reduce -0.6% 457,341 $132.6M
Man Group plc 0.29% Add +6.3% 456,352 $132.3M
USS Investment Management Ltd 0.82% Reduce -0.6% 449,292 $130.2M
HM Payson & Co. 2.05% Add +16.9% 446,638 $129.5M
Midwest Trust Co 1.79% — 445,383 $129.1M
Vanguard Personalized Indexing Management, LLC 1.45% Add +21.2% 442,656 $128.4M
MAI Capital Management 0.89% Add +3.0% 440,915 $127.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.74% Reduce -18.2% 440,519 $127.7M
Achmea Investment Management B.V. 1.65% Add +18.4% 439,976 $127.6M
Pinnacle Associates Ltd. 1.84% Reduce -1.2% 437,680 $126.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 1.17% Add +20.2% 437,514 $126.8M
Staley Capital Advisers Inc. 5.39% Reduce -1.5% 436,748 $126.6M
NewEdge Wealth, LLC 1.97% Add +3.8% 438,509 $125.8M
Connor, Clark & Lunn Investment Management Ltd. 0.44% Add +16.6% 433,089 $125.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.24% Add +32.3% 432,511 $125.4M
Rwa Wealth Partners, LLC 1.56% Add +0.9% 431,284 $125.0M
AE Wealth Management LLC 0.91% Add +7.8% 428,184 $124.1M
Xponance LLC 1.03% Add +2.5% 427,033 $123.8M
Manning & Napier Advisors LLC 1.47% Add +34.1% 425,835 $123.5M
Cwm, LLC 0.44% Reduce -0.3% 425,818 $123.4M
UMB Bank, n.a. 1.91% Reduce -2.6% 423,014 $122.6M
Advisors Capital Management, LLC 1.70% Reduce -4.9% 422,983 $122.6M
Police & Firemen's Retirement System of New Jersey 1.14% Add +3.1% 421,767 $122.3M
Eastern Bank 2.33% Reduce -1.1% 421,682 $122.2M
Curi Capital, LLC 2.30% Add +13.2% 418,370 $121.3M
Banco Santander, S.A. 1.14% Add +13.8% 415,062 $120.3M
D.A. Davidson & Co. 0.84% Reduce -0.6% 411,478 $119.3M
Glenview Trust Co 2.06% Reduce -0.4% 410,131 $118.9M
Carnegie Investment Counsel 2.39% Reduce -2.0% 409,708 $118.8M
ABN AMRO Bank N.V. 1.54% Add +3.4% 405,578 $118.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.29% Reduce -11.8% 407,880 $118.2M
Oppenheimer & Co. Inc. 1.56% Add +2.0% 405,686 $117.6M
Beck Mack & Oliver LLC 2.24% Reduce -4.2% 403,865 $117.1M
Guidance Point Advisors, LLC 30.93% No change 400,939 $116.2M
Hardy Reed LLC 9.30% Reduce -0.0% 400,505 $116.1M
Border to Coast Pensions Partnership Ltd 2.12% Add +6.6% 398,699 $115.6M
Associated Banc-Corp 3.25% Reduce -1.2% 395,656 $114.7M
Wilkinson Global Asset Management LLC 7.17% Reduce -12.3% 393,242 $114.0M
TCTC Holdings, LLC 3.62% Add +0.1% 388,831 $112.7M
Mediolanum International Funds Ltd 1.35% Add +6.5% 392,044 $112.6M
Barr E S & Co. 6.38% Reduce -5.7% 384,012 $111.3M
Stephens Inc. 1.53% Add +2.2% 383,778 $111.3M
Global Frontier Investments LLC 26.20% — 379,000 $109.9M
Beacon Pointe Advisors, LLC 1.15% Add +0.3% 378,389 $109.7M
New York Life Investment Management LLC 1.03% Add +1.1% 378,045 $109.6M
Cullen/Frost Bankers, Inc. 1.37% Reduce -0.2% 376,735 $109.2M
Ofi Invest Asset Management 2.71% Add +20.2% 442,101 $109.2M
Hancock Whitney Corp. 2.08% Add +96.1% 375,966 $109.0M
Yousif Capital Management, LLC 1.17% Reduce -1.9% 374,921 $108.7M
Becker Capital Management Inc. 3.39% Reduce -0.7% 374,702 $108.6M
Varma Mutual Pension Insurance Co 0.79% Reduce -1.8% 371,511 $107.7M
Davis R M Inc. 1.98% Add +6.1% 367,872 $106.6M
Private Advisor Group, LLC 0.57% Add +4.2% 365,982 $106.1M
Allworth Financial LP 0.51% Add +8.6% 364,388 $105.6M
United Capital Financial Advisors, LLC 0.85% Reduce -1.6% 364,338 $105.6M
Nearwater Capital Markets, Ltd 1.68% Add +17.5% 362,000 $104.9M
Stock Yards Bank & Trust Co. 3.50% Add +1.5% 361,583 $104.8M
M&G PLC 0.60% Reduce -1.5% 360,666 $104.6M
Sequoia Financial Advisors, LLC 0.72% Add +3.3% 360,312 $104.5M
Berkshire Asset Management LLC 4.69% Reduce -0.4% 356,372 $103.3M
Principle Wealth Partners LLC 6.45% Add +1.1% 355,616 $103.1M
Gabelli Funds LLC 0.74% Reduce -1.7% 354,138 $102.7M
Wealthfront Advisers LLC 0.26% Add +10.5% 351,484 $101.9M
Waters Parkerson & Co., LLC 5.08% Reduce -1.1% 351,321 $101.9M
Vaughan David Investments LLC 2.27% Reduce -0.8% 349,640 $101.4M
Capital International Sarl 1.95% Reduce -3.1% 349,587 $101.3M
Vontobel Holding Ltd. 0.33% Add +0.7% 349,062 $101.2M
Cresset Asset Management, LLC 0.51% Reduce -8.6% 348,874 $101.1M
Balyasny Asset Management L.P. 0.23% Add +337.2% 348,509 $101.0M
Park National Corp. 3.33% Reduce -5.3% 348,262 $101.0M
Ieq Capital, LLC 0.62% Add +7.3% 346,774 $100.5M
Donaldson Capital Management, LLC 3.68% Add +0.3% 345,465 $100.2M
Union Bancaire Privee, UBP SA 1.47% Add +8.4% 367,359 $99.7M
Pzena Investment Management LLC 0.32% Add +9.6% 342,316 $99.2M
Wilmington Savings Fund Society, FSB 1.76% Reduce -3.6% 340,891 $98.8M
Mutual of America Capital Management LLC 1.06% Reduce -2.4% 339,703 $98.5M
Smith Chas P & Associates Pa Cpas 5.51% Reduce -2.5% 338,099 $98.0M
Alpha Cubed Investments, LLC 3.72% Add +1.6% 337,830 $97.9M
Henshaw Capital LLC 3.87% No change 337,139 $97.7M
Fiduciary Trust Co 1.19% Reduce -1.4% 334,267 $96.9M
Flputnam Investment Management Co. 1.65% Reduce -1.0% 330,730 $95.9M
Avantax Advisory Services, Inc. 0.52% Add +1.6% 328,596 $95.3M
E. Ohman J:or Asset Management AB 2.36% Reduce -4.0% 328,404 $95.2M
Quintet Private Bank (Europe) S.A. 5.48% Reduce -3.6% 326,754 $94.7M
Two Sigma Advisers, LP 0.19% Add +1774.6% 324,300 $94.0M
Mesirow Financial Investment Management, Inc. 1.80% Add +1.1% 319,311 $92.6M
Junto Capital Management LP 1.94% Reduce -0.1% 315,892 $91.6M
T. Rowe Price Investment Management, Inc. 0.06% Add +10.3% 314,819 $91.3M
Aptus Capital Advisors, LLC 0.90% Add +4.0% 314,340 $91.1M
Wesbanco Bank Inc. 2.70% Add +3.7% 313,876 $91.0M
State of Alaska, Department of Revenue 0.97% Reduce -4.6% 312,506 $90.6M
Whittier Trust Co. of Nevada Inc. 2.05% Add +0.1% 311,270 $90.2M
Kestra Private Wealth Services, LLC 1.29% Add +0.6% 309,708 $89.8M
Senator Investment Group LP 3.44% New 307,000 $89.0M
Ancora Advisors LLC 1.85% Reduce -0.3% 305,757 $88.6M
Citizens Financial Group Inc. 1.42% Reduce -0.5% 305,191 $88.5M
Meyer Handelman Co. 2.88% Add +0.5% 301,059 $87.3M
BNP Paribas 2.83% Add +22.6% 299,899 $87.2M
Woodline Partners LP 0.46% Add +27.3% 300,613 $87.2M
Atlantic Union Bankshares Corp 1.99% Add +104.7% 300,387 $87.1M
OP Asset Management Ltd 1.28% Add +1.6% 299,859 $86.9M
Badgley Phelps Wealth Managers, LLC 1.91% Reduce -0.7% 297,568 $86.3M
Synovus Financial Corp. 1.05% Reduce -2.4% 294,676 $85.4M
First Manhattan Co. Llc. 0.24% Reduce -2.9% 293,530 $85.1M
MassMutual Private Wealth & Trust, FSB 2.25% Reduce -2.6% 290,889 $84.3M
McDonald Capital Investors Inc. 5.27% Add +21.8% 289,677 $84.0M
Argent Trust Co 3.16% Add +0.0% 288,532 $83.6M
Tidal Investments LLC 0.54% Add +9.4% 286,605 $83.1M
Aristotle Atlantic Partners, LLC 2.53% Reduce -2.2% 286,454 $83.0M
Welch Group, LLC 3.46% Add +0.5% 285,533 $82.8M
Bowen Hanes & Co. Inc. 2.06% Add +1.6% 281,884 $81.7M
Seizert Capital Partners, LLC 3.56% Add +0.3% 279,089 $80.9M
Evelyn Partners Investment Management LLP 2.46% Add +10.6% 277,925 $80.6M
Silvercrest Asset Management Group LLC 0.53% Add +1.7% 272,872 $79.1M
RNC Capital Management LLC 3.82% Reduce -0.2% 271,969 $78.8M
Tocqueville Asset Management L.P. 1.19% Reduce -3.2% 269,066 $78.0M
Dodge & Cox 0.04% Reduce -3.4% 267,683 $77.6M
Investment Management Corp of Ontario 1.13% Reduce -26.2% 266,700 $77.3M
Lockheed Martin Investment Management Co. 2.82% Reduce -19.6% 266,020 $77.1M
North Star Investment Management Corp. 5.37% Add +0.0% 265,745 $77.0M
Daymark Wealth Partners, LLC 2.93% Add +4.8% 265,605 $77.0M
Clearstead Advisors, LLC 1.08% Add +4.5% 264,185 $76.6M
CW Advisors, LLC 0.74% Add +8.6% 263,716 $76.5M
Guggenheim Capital LLC 0.62% Add +0.7% 262,567 $76.1M
Aware Super Pty Ltd as trustee of Aware Super 1.10% Add +0.7% 258,718 $75.0M
Van Lanschot Kempen Investment Management N.V. 0.71% Reduce -3.0% 257,885 $74.8M
Roffman Miller Associates Inc. 4.45% Reduce -0.9% 257,230 $74.6M
iA Global Asset Management Inc. 1.11% Reduce -16.3% 255,534 $74.1M
Envestnet Portfolio Solutions, Inc. 0.27% Add +2.7% 255,261 $74.0M
Beacon Investment Advisory Services, Inc. 3.27% Reduce -3.2% 255,237 $74.0M
Pacer Advisors, Inc. 0.19% Add +20.9% 253,720 $73.6M
Markel Group 0.62% No change 252,550 $73.2M
Dakota Wealth Management 1.54% Reduce -1.6% 252,486 $73.2M
Migdal Insurance & Financial Holdings Ltd. 0.87% Reduce -0.1% 251,992 $73.0M
Crestwood Advisors Group, LLC 1.30% Reduce -0.3% 250,958 $72.8M
Nicholas Company, Inc. 1.21% Reduce -3.2% 250,190 $72.5M
Florida Trust Wealth Management Co 2.23% Reduce -0.2% 249,795 $72.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.65% Reduce -7.5% 248,947 $72.2M
Bokf, NA 1.17% Add +0.6% 248,410 $72.0M
Todd Asset Management LLC 1.55% Reduce -1.1% 248,079 $71.9M
Arrowstreet Capital, Limited Partnership 0.05% Add +873.3% 246,882 $71.6M
JTC Employer Solutions Trustee Ltd 6.82% Reduce -19.8% 246,878 $71.5M
Raiffeisen Bank International AG 1.06% Reduce -1.1% 251,688 $71.5M
Cannell & Spears LLC 1.44% Reduce -3.5% 246,234 $71.4M
First Horizon Advisors, Inc. 1.85% Reduce -0.0% 246,141 $71.4M
Kimelman & Baird, LLC 5.76% Reduce -0.2% 244,063 $70.8M
Deprince Race & Zollo Inc. 1.46% Reduce -5.9% 241,734 $70.1M
Crossmark Global Holdings, Inc. 1.13% Add +15.6% 241,449 $70.0M
Oregon Public Employees Retirement Fund 1.23% Add +0.0% 240,267 $69.7M
Venture Visionary Partners LLC 2.61% Add +2.9% 238,863 $69.2M
Atria Investments, Inc 0.82% Reduce -3.8% 238,357 $69.1M
Adams Diversified Equity Fund, Inc. 2.47% No change 238,063 $69.0M
Prudential PLC 0.42% Add +20.4% 237,776 $68.9M
Fort Washington Investment Advisors Inc. 0.40% Add +1.9% 237,324 $68.8M
Argent Capital Management LLC 1.94% Add +2.9% 234,323 $67.9M
ZWJ Investment Counsel Inc. 2.51% Reduce -2.0% 232,641 $67.4M
World Investment Advisors 1.53% Add +11.3% 231,592 $67.1M
Johnson Investment Counsel Inc. 0.60% Add +2.3% 230,250 $66.8M
Capital Investment Advisors, LLC 1.18% Add +2.3% 229,308 $66.7M
Miller Howard Investments Inc. 2.11% Add +0.2% 229,902 $66.7M
Ceredex Value Advisors LLC 1.42% Reduce -5.6% 228,503 $66.2M
Sculptor Capital LP 1.72% No change 228,300 $66.2M
NEOS Investment Management LLC 0.82% Add +21.1% 228,111 $66.1M
Salem Investment Counselors Inc. 2.09% Reduce -0.1% 227,894 $66.1M
Modera Wealth Management, LLC 0.81% Reduce -1.1% 226,505 $65.7M
WASHINGTON TRUST Co 2.31% Add +2.0% 225,408 $65.3M
Chilton Capital Management LLC 2.39% Add +7.9% 224,912 $65.2M
NorthCrest Asset Manangement, LLC 1.75% Add +0.5% 220,076 $65.1M
Elo Mutual Pension Insurance Co 1.33% Add +74.5% 224,663 $65.1M
Main Street Research LLC 4.05% Add +2.6% 224,286 $65.0M
RiverFront Investment Group, LLC 1.26% Add +35.3% 223,537 $64.8M
Moore Capital Management, LP 1.39% Add +417.4% 223,360 $64.8M
GW&K Investment Management, LLC 0.58% Add +11.7% 222,648 $64.5M
Prospera Financial Services Inc 1.20% Add +24.4% 222,489 $64.5M
Waverly Advisors, LLC 0.71% Add +1.7% 221,884 $64.3M
Crawford Investment Counsel Inc. 1.12% Reduce -7.4% 221,178 $64.1M
Hudson Bay Capital Management LP 0.47% Add +80.7% 220,971 $64.1M
CSM Advisors, LLC 1.84% Add +133.7% 217,688 $63.1M
Busey Bank 1.92% Reduce -1.6% 217,196 $63.0M
Empowered Funds, LLC 0.71% Add +23.1% 215,924 $62.6M
Orion Porfolio Solutions, LLC 0.53% Add +6.7% 215,659 $62.5M
Destination Wealth Management 1.83% Reduce -2.6% 214,806 $62.3M
Jupiter Asset Management Ltd. 0.52% Add +4.1% 214,531 $62.2M
Brandes Investment Partners, LP 0.56% Reduce -8.0% 213,684 $62.0M
Trust Co. of Vermont 2.89% Reduce -0.3% 211,639 $61.4M
FreeGulliver LLC 28.14% Reduce -0.3% 210,679 $61.1M
Ingalls & Snyder LLC 2.17% Reduce -0.5% 209,886 $60.8M
Villere St Denis J & Co. LLC 5.96% Reduce -1.6% 209,269 $60.7M
Country Trust Bank 1.36% Reduce -8.0% 208,552 $60.5M
Baker Avenue Asset Management, LP 1.72% Reduce -2.1% 208,089 $60.3M
Allianz SE 1.42% Reduce -1.2% 207,993 $60.3M
Americana Partners, LLC 2.06% Add +1.3% 206,167 $59.8M
Howard Capital Management Group, LLC 4.15% Reduce -1.2% 205,880 $59.7M
Impax Asset Management Group plc 0.34% Add +13.1% 204,508 $59.3M
Mill Capital Management, LLC 4.64% Reduce -1.9% 204,137 $59.2M
Stratos Wealth Partners, LTD. 0.81% Add +2.1% 204,079 $59.2M
Heritage Investors Management Corp. 1.87% Reduce -2.0% 204,014 $59.1M
Performance Wealth Partners, LLC 1.89% Add +2.0% 203,613 $59.0M
Equitable Holdings, Inc. 0.48% Add +7.1% 202,586 $58.7M
KCM Investment Advisors LLC 1.96% Add +10.4% 200,446 $58.1M
Oakworth Capital, Inc. 3.74% Add +0.8% 200,377 $58.1M
Cambiar Investors LLC 2.44% Reduce -2.6% 200,152 $58.0M
Klingenstein Fields & Co. LP 2.30% Reduce -2.7% 200,043 $58.0M
Bank Pictet & Cie (Europe) AG 1.24% Add +3.0% 199,716 $57.9M
Moody LYNN Lieberson & Walker, LLC 3.33% Add +1.1% 199,082 $57.7M
GMO 0.17% Reduce -17.0% 198,928 $57.7M
Livforsakringsbolaget Skandia, Omsesidigt 2.50% Add +18.7% 198,460 $57.5M
HighPoint Advisor Group LLC 3.04% Reduce -0.6% 197,583 $57.3M
Nexus Investment Management ULC 8.55% Reduce -0.6% 197,419 $57.2M
Northeast Investment Management 2.44% Reduce -1.4% 197,271 $57.2M
HB Wealth Management, LLC 0.46% Reduce -10.0% 197,166 $57.2M
Marsico Capital Management LLC 1.55% Add +14.9% 196,870 $57.1M
Kentucky Retirement Systems 1.66% Add +1.8% 195,309 $56.6M
Two Sigma Investments, LP 0.11% Add +1261.9% 194,678 $56.4M
Vest Financial, LLC 0.80% Add +5.7% 194,666 $56.4M
Meridian Wealth Management, LLC 2.41% Add +0.3% 194,390 $56.4M
Wharton Business Group, LLC 2.38% Reduce -9.7% 194,443 $56.3M
Illinois Municipal Retirement Fund 0.76% Reduce -6.6% 193,210 $56.0M
FineMark National Bank & Trust 1.90% Add +33.4% 192,827 $55.9M
Mizuho Securities USA LLC 1.19% — 192,066 $55.7M
St Germain D J Co. Inc. 2.40% Add +4.4% 191,876 $55.6M
Maple Capital Management, Inc. 3.81% Reduce -1.2% 191,841 $55.6M
Lazard Asset Management LLC 0.08% Reduce -1.2% 191,012 $55.4M
Triglav Investments, D.O.O. 4.00% Add +2.6% 190,981 $55.4M
Holocene Advisors, LP 0.14% Add +157.4% 190,162 $55.1M
ING Groep NV 0.33% Add +30.3% 189,329 $54.9M
Braun Stacey Associates Inc. 1.98% Reduce -0.7% 188,409 $54.6M
Clifford Swan Investment Counsel LLC 1.92% Reduce -2.5% 187,733 $54.4M
Gradient Investments LLC 0.99% Add +0.0% 187,431 $54.3M
Intech Investment Management LLC 0.51% Reduce -11.0% 186,211 $54.0M
Nippon Life Global Investors Americas, Inc. 2.37% Add +4.6% 185,920 $53.9M
Integrated Wealth Concepts LLC 0.54% Add +9.1% 184,812 $53.6M
First National Trust Co 1.99% Reduce -1.2% 183,686 $53.3M
Howe & Rusling Inc. 3.93% Reduce -0.4% 183,468 $53.2M
Apollon Wealth Management, LLC 1.05% Add +4.4% 182,740 $53.0M
Advisory Services Network, LLC 0.84% Add +9.7% 176,168 $52.2M
Generali Asset Management SPA SGR 1.19% Reduce -18.3% 179,815 $52.1M
Ostrum Asset Management 2.44% Add +2.4% 179,265 $52.0M
GAMCO Investors 0.51% Reduce -13.6% 178,684 $51.8M
American Assets Investment Management, LLC 4.14% No change 177,600 $51.5M
Daiichi Life Insurance Co., Ltd. 1.44% Add +9.9% 177,490 $51.5M
Segall Bryant & Hamill, LLC 0.72% Add +7.7% 176,519 $51.2M
Lazard Freres Gestion S.A.S. 1.25% Reduce -3.5% 175,551 $50.9M
Independent Advisor Alliance 1.45% Reduce -6.3% 173,617 $50.3M
Payden & Rygel 4.17% No change 173,550 $50.3M
Choreo, LLC 0.70% Add +2.2% 173,323 $50.2M
Eagle Global Advisors LLC 2.03% Reduce -1.2% 173,204 $50.2M
Levin Capital Strategies, L.P. 4.93% Reduce -1.4% 173,066 $50.2M
Estabrook Capital Management 7.74% Reduce -2.1% 173,014 $50.2M
Cooke & Bieler LP 0.50% Reduce -2.7% 172,311 $50.0M
Cornerstone Advisors, LLC 1.71% Add +0.9% 172,200 $49.9M
Randolph Co Inc 5.09% Add +0.4% 171,232 $49.6M
Chesley Taft & Associates LLC 2.20% Reduce -0.7% 170,147 $49.3M
WestEnd Advisors, LLC 1.22% Reduce -12.0% 169,492 $49.1M
Smith Salley Wealth Management 2.84% Add +2.4% 169,365 $49.1M
CENTRAL TRUST Co 1.13% Add +0.3% 169,032 $49.0M
Capital International Ltd. 1.87% Reduce -9.0% 168,102 $48.7M
Hartford Investment Management Co. 1.55% Reduce -1.7% 167,742 $48.6M
SouthState Bank Corp 2.12% Add +3.4% 167,543 $48.6M
LMCG Investments, LLC 3.04% Reduce -3.8% 167,501 $48.6M
Deroy & Devereaux Private Investment Counsel Inc. 2.64% Reduce -2.3% 167,285 $48.5M
Discovery Capital Management, LLC / CT 3.85% New 166,900 $48.4M
Summit Financial, LLC 1.09% Add +34.9% 166,679 $48.3M
Community Trust & Investment Co. 2.79% Reduce -1.5% 166,410 $48.2M
Vinva Investment Management Ltd 1.25% Add +33.1% 167,820 $48.2M
Norinchukin Bank, The 0.71% Add +5.7% 165,278 $47.9M
Drexel Morgan & Co. 8.42% Add +44.0% 163,589 $47.4M
Bailard, Inc. 1.10% Add +8.3% 163,323 $47.3M
NS Partners Ltd 1.93% Reduce -8.0% 162,663 $47.2M
Highland Capital Management, LLC 2.54% Reduce -1.2% 161,814 $46.9M
Prime Capital Investment Advisors, LLC 0.62% Reduce -22.8% 160,923 $46.7M
National Mutual Insurance Federation of Agricultural Cooperatives 0.38% No change 160,900 $46.6M
Fishman Jay A Ltd. 4.44% Add +1.0% 160,109 $46.4M
Metis Global Partners, LLC 1.19% Reduce -10.0% 159,387 $46.2M
Foundations Investment Advisors, LLC 0.73% Add +9.2% 159,070 $46.1M
Marco Investment Management LLC 3.84% Add +1.2% 158,950 $46.1M
Aviso Financial Inc. 2.07% Add +2.5% 158,667 $46.0M
Farmers & Merchants Investments Inc. 1.34% Reduce -3.5% 158,601 $46.0M
Park Avenue Securities LLC 0.42% New 157,589 $45.7M
Private Wealth Partners, LLC 3.57% Reduce -2.0% 157,441 $45.6M
Martingale Asset Management L P 1.11% Reduce -12.3% 156,692 $45.4M
FUKOKU MUTUAL LIFE INSURANCE Co 2.89% Reduce -0.6% 156,509 $45.4M
Allen Investment Management, LLC 0.49% Reduce -0.1% 156,314 $45.3M
Modern Wealth Management, LLC 1.11% Reduce -0.5% 155,937 $45.2M
Anchor Capital Advisors LLC 1.31% Reduce -1.2% 154,303 $44.7M
HUB Investment Partners, LLC 1.56% Reduce -0.4% 154,234 $44.7M
Blue Chip Partners, LLC 3.63% Reduce -8.4% 153,793 $44.6M
Valeo Financial Advisors, LLC 1.09% Reduce -12.4% 152,911 $44.3M
Merit Financial Group, LLC 0.49% Add +36.0% 151,463 $43.9M
Polaris Capital Management, LLC 2.91% Reduce -6.3% 150,744 $43.7M
Central Securities Corp 3.84% Reduce -6.3% 150,000 $43.5M
Cornerstone Investment Partners, LLC 1.90% Add +0.2% 148,250 $43.0M
Edmond DE Rothschild Holding S.A. 0.68% Add +39.5% 147,237 $42.7M
Rothschild Investment LLC 2.67% Reduce -1.4% 147,034 $42.6M
Carret Asset Management, LLC 4.55% Reduce -0.3% 146,836 $42.6M
Louisiana State Employees Retirement System 0.77% Reduce -2.5% 146,600 $42.5M
Wesleyan Assurance Society 2.75% No change 146,579 $42.5M
Fiduciary Alliance LLC 3.17% Add +2.5% 146,410 $42.4M
Conning Inc. 1.53% Reduce -7.6% 146,262 $42.4M
Motley Fool Asset Management LLC 1.95% Add +12.2% 145,974 $42.3M
Franklin Street Advisors Inc. 2.62% Reduce -2.6% 145,722 $42.2M
Securian Asset Management, Inc. 1.20% Reduce -1.9% 145,299 $42.1M
Gulf International Bank (UK) Ltd 1.48% Reduce -10.7% 144,252 $41.8M
Fisher Funds Management LTD 0.99% Reduce -5.0% 144,193 $41.8M
Snowden Capital Advisors LLC 1.24% Reduce -2.1% 144,061 $41.8M
Wilsey Asset Management Inc. 7.69% Reduce -0.1% 143,934 $41.7M
Lowe Brockenbrough & Co. Inc. 2.34% Reduce -1.4% 143,416 $41.6M
First Citizens Bank & Trust Co. 0.75% Add +6.7% 143,298 $41.5M
Madison Asset Management, LLC 0.45% Reduce -6.8% 143,220 $41.5M
MMBG Investment Advisors Co. 4.13% Reduce -1.2% 143,207 $41.5M
Chicago Capital, LLC 1.02% Add +142.4% 142,003 $41.2M
Osterweis Capital Management Inc. 2.55% Add +2.4% 141,761 $41.1M
Parsons Capital Management Inc. 2.50% Reduce -41.9% 140,314 $40.7M
Matrix Asset Advisors Inc. 4.08% Reduce -3.7% 139,183 $40.4M
Vident Advisory, LLC 0.45% Add +7.4% 139,088 $40.3M
LaFleur & Godfrey LLC 5.03% Reduce -0.3% 138,838 $40.3M
LBP Am SA 0.56% Add +13.9% 138,172 $40.1M
Brevan Howard Capital Management LP 0.44% Add +127.0% 138,021 $40.0M
Kanawha Capital Management LLC 2.96% Reduce -0.6% 137,542 $39.9M
Penobscot Investment Management Company, Inc. 3.41% Add +0.2% 137,474 $39.9M
Noesis Capital Mangement Corp. 6.92% Reduce -1.4% 137,377 $39.8M
Fred Alger Management, LLC 0.18% Add +0.4% 135,376 $39.2M
Maryland State Retirement & Pension System 0.86% Add +2.3% 134,689 $39.0M
First National Bank of Omaha 2.52% Reduce -2.6% 134,427 $39.0M
Bollard Group LLC 0.89% Add +9.0% 134,159 $38.9M
Bryn Mawr Trust Advisors, LLC 2.13% Add +2.4% 134,002 $38.8M
Hantz Financial Services, Inc. 0.63% Reduce -10.0% 133,996 $38.8M
Concurrent Investment Advisors, LLC 0.75% Add +17.4% 133,686 $38.8M
NFJ Investment Group, LLC 1.35% Reduce -2.8% 133,128 $38.6M
SCS Capital Management LLC 0.43% Add +123.5% 132,831 $38.5M
NBT Bank, N.A. 2.64% Reduce -3.2% 132,483 $38.4M
Parallel Advisors, LLC 0.77% Add +1.6% 132,465 $38.4M
First Fiduciary Investment Counsel, Inc. 7.61% Reduce -1.4% 132,411 $38.4M
Savant Capital, LLC 0.28% Add +8.0% 132,302 $38.4M
Axxcess Wealth Management, LLC 0.92% Reduce -3.0% 132,115 $38.3M
Dana Investment Advisors, Inc. 1.27% Reduce -2.0% 132,059 $38.3M
New Mexico Educational Retirement Board 1.24% No change 131,550 $38.1M
First American Bank 2.61% Add +3.4% 131,533 $38.1M
Neville Rodie & Shaw Inc. 2.83% Reduce -2.4% 131,529 $38.1M
Barrow Hanley Mewhinney & Strauss LLC 0.13% Reduce -2.1% 131,498 $38.1M
Danica Pension, Livsforsikringsaktieselskab 0.64% Add +26.4% 131,155 $38.0M
BLB&B Advisors, LLC 1.76% Reduce -0.3% 130,136 $37.7M
Private Management Group Inc. 1.22% Add +35.6% 129,622 $37.6M
Benjamin Edwards Inc. 0.48% Add +3.2% 129,469 $37.5M
Appleton Partners Inc. 2.65% Reduce -7.3% 129,067 $37.4M
Alley Investment Management Company, LLC 4.51% Reduce -0.7% 128,570 $37.3M
Abn Amro Investment Solutions 0.75% Reduce -8.2% 128,248 $37.2M
Dorsey & Whitney Trust CO LLC 1.96% Reduce -1.1% 128,053 $37.1M
Arkadios Wealth Advisors 1.11% Add +10.3% 127,986 $37.1M
Choate Investment Advisors 0.80% Add +4.1% 127,335 $36.9M
Patten & Patten Inc. 2.38% Reduce -2.7% 126,848 $36.8M
Tower Bridge Advisors 4.01% Reduce -3.2% 126,821 $36.8M
Moors & Cabot, Inc. 1.71% Reduce -0.8% 126,622 $36.7M
Narwhal Capital Management 2.94% Reduce -3.1% 126,494 $36.7M
Sumitomo Mitsui Financial Group, Inc. 0.60% Add +1.6% 126,034 $36.5M
Steigerwald, Gordon & Koch Inc. 3.85% Reduce -0.6% 126,021 $36.5M
Oak Associates Ltd. 2.38% Reduce -7.8% 125,638 $36.4M
Palisade Capital Management, LP 1.17% Reduce -2.4% 125,397 $36.4M
Kingsview Wealth Management, LLC 0.61% Add +0.7% 125,058 $36.3M
DKRT Investments Corp. 8.79% — 125,000 $36.2M
AG2R La Mondiale Gestion D'actifs 1.86% Add +0.2% 124,804 $36.2M
Schwerin Boyle Capital Management Inc. 4.03% Reduce -11.1% 124,625 $36.1M
Fifth Third Wealth Advisors LLC 1.51% Add +15.4% 124,399 $36.1M
Baltimore-Washington Financial Advisors, Inc. 1.68% Add +4.6% 124,376 $36.1M
Verity & Verity, LLC 3.09% Reduce -1.6% 124,040 $36.0M
Perigon Wealth Management, LLC 0.84% Reduce -1.5% 123,591 $35.8M
Abner Herrman & Brock LLC 3.99% Reduce -3.8% 123,233 $35.7M
Foster Dykema Cabot & Partners, LLC 2.49% Add +0.0% 122,157 $35.4M
KMG Fiduciary Partners, LLC 2.61% Add +2.3% 121,730 $35.3M
Composition Wealth, LLC 0.59% Add +15.4% 121,436 $35.2M
Resources Management Corp. /CT/ 4.77% Reduce -1.4% 121,026 $35.1M
Polar Capital Holdings Plc 0.18% Reduce -46.0% 120,852 $35.0M
Stonebridge Capital Advisors LLC 2.65% Reduce -6.8% 120,558 $35.0M
J.W. Cole Advisors, Inc. 0.74% Add +28.2% 120,483 $34.9M
Sit Investment Associates Inc. 0.74% Add +3.2% 119,731 $34.7M
Tower Research Capital LLC (TRC) 0.93% Add +10.4% 119,560 $34.7M
Hosking Partners LLP 1.38% Reduce -16.1% 119,366 $34.6M
Susquehanna Portfolio Strategies, LLC 0.75% New 118,349 $34.3M
First Long Island Investors, LLC 2.69% Reduce -1.3% 118,124 $34.2M
SVB Wealth LLC 1.83% Reduce -34.9% 117,632 $34.1M
Woodbridge Co Ltd 0.06% — 117,593 $34.1M
Smith Group Asset Management, LLC 2.23% Add +3.3% 117,054 $33.9M
TruWealth Advisors, LLC 1.86% Add +3.6% 116,534 $33.8M
First Foundation Advisors 1.25% Reduce -3.5% 116,285 $33.7M
Brown Brothers Harriman & Co. 0.22% Add +6.0% 116,234 $33.7M
Burney Co./ 1.14% Add +0.6% 115,980 $33.6M
Culbertson A N & Co. Inc. 5.16% Reduce -1.7% 115,887 $33.6M
Lombard Odier Asset Management (Switzerland) SA 1.69% Add +7.0% 115,819 $33.6M
Sonora Investment Management Group, LLC 2.49% Add +1.2% 115,767 $33.6M
Adell Harriman & Carpenter Inc. 2.22% Reduce -1.0% 115,465 $33.5M
Greenleaf Trust 0.30% Reduce -14.3% 115,294 $33.4M
Bridgeway Capital Management, LLC 0.79% Reduce -6.6% 115,206 $33.4M
Rothschild Capital Partners, LLC 8.71% No change 114,468 $33.2M
Osborne Partners Capital Management, LLC 1.75% Reduce -4.1% 113,722 $33.0M
Rockland Trust Co. 1.60% Reduce -17.9% 113,510 $32.9M
Summit Trail Advisors, LLC 0.56% Add +14.3% 113,250 $32.8M
F/m Investments LLC 1.19% Reduce -0.8% 112,773 $32.7M
ARS Wealth Advisors Group, LLC 3.77% Reduce -0.1% 112,768 $32.7M
Private Capital Management, LLC 3.32% Reduce -1.1% 112,701 $32.7M
Manitou Investment Management Ltd. 6.20% Add +0.3% 112,538 $32.6M
Janney Capital Management LLC 2.10% Reduce -1.4% 112,017 $32.5M
Nemes Rush Group LLC 3.54% Reduce -10.4% 111,909 $32.4M
Hamilton Capital Partners Inc. 1.65% Add +13.8% 111,768 $32.4M
Northeast Financial Consultants Inc 1.32% Reduce -7.4% 111,715 $32.4M
OneDigital Investment Advisors LLC 0.36% Reduce -17.1% 111,395 $32.3M
Absher Wealth Management, LLC 3.99% Reduce -5.7% 111,190 $32.2M
Texas Yale Capital Corp. 1.05% Add +0.8% 111,045 $32.2M
Colonial Trust Advisors 2.65% Reduce -0.8% 110,783 $32.1M
J.P. Marvel Investment Advisors, LLC 5.16% Add +0.5% 110,531 $32.0M
Congress Asset Management Co. 0.22% Reduce -2.0% 110,480 $32.0M
Stillwater Capital Advisors, LLC 4.07% Reduce -0.4% 110,467 $32.0M
HBK Sorce Advisory LLC 0.86% Reduce -12.3% 110,046 $31.9M
Susquehanna Fundamental Investments, LLC 0.85% Reduce -44.0% 108,900 $31.6M
Clear Harbor Asset Management, LLC 2.36% Reduce -1.8% 108,244 $31.4M
Squarepoint Ops LLC 0.07% Reduce -84.3% 108,215 $31.4M
ProVise Management Group, LLC 2.47% Reduce -0.9% 108,075 $31.3M
Cary Street Partners Financial LLC 0.88% Add +3.3% 108,068 $31.3M
Galvin, Gaustad & Stein, LLC 2.73% Reduce -7.5% 108,025 $31.3M
Rice Partnership, LLC 5.44% Add +11.0% 107,930 $31.3M
Bleakley Financial Group, LLC 0.79% Add +19.6% 107,775 $31.2M
GAMMA Investing LLC 1.97% Add +11.9% 107,490 $31.2M
Talbot Financial, LLC 2.94% Add +14.4% 107,270 $31.1M
Vise Technologies, Inc. 1.27% — 106,477 $30.9M
Linscomb Wealth, Inc. 1.41% Add +1.0% 106,008 $30.7M
SS&H Financial Advisors, Inc. 10.22% Add +0.1% 105,540 $30.6M
ArrowMark Colorado Holdings LLC 0.55% No change 105,471 $30.6M
Knights of Columbus Asset Advisors LLC 1.85% Add +4.1% 105,234 $30.5M
Old National Bancorp 0.54% Add +10.9% 105,023 $30.4M
Empirical Finance, LLC 1.59% Add +3.6% 104,514 $30.3M
Andra AP-fonden 0.42% Add +4.5% 104,400 $30.3M
Grassi Investment Management 2.41% Reduce -0.6% 104,353 $30.3M
Brookstone Capital Management 0.40% Add +6.0% 104,044 $30.2M
Kornitzer Capital Management Inc. 0.61% Reduce -0.3% 103,846 $30.1M
Cullen Investment Group, LTD. 4.24% Add +1.8% 103,470 $30.0M
Moran Wealth Management, LLC 0.93% Reduce -28.3% 103,297 $29.9M
Azimuth Capital Investment Management LLC 1.11% Reduce -3.6% 103,068 $29.9M
Sumitomo Life Insurance Co. 2.01% Reduce -2.8% 102,272 $29.6M
Thomasville National Bank 2.02% Reduce -2.1% 102,110 $29.6M
TAM Capital Management Inc. 23.23% Reduce -4.8% 114,518 $29.5M
Level Four Advisory Services, LLC 1.08% Reduce -1.7% 101,520 $29.4M
Birch Hill Investment Advisors LLC 1.31% Reduce -1.1% 101,427 $29.4M
CWA Asset Management Group, LLC 1.24% Reduce -0.1% 101,311 $29.4M
Horizon Investments, LLC 0.46% Add +360.1% 101,704 $29.3M
Great Valley Advisor Group, Inc. 0.65% Reduce -17.1% 101,172 $29.3M
Lyell Wealth Management, LP 2.30% Add +4.7% 100,270 $29.1M
Avity Investment Management Inc. 2.16% Reduce -6.7% 100,210 $29.1M
Washington Trust Bank 2.43% Add +1.4% 99,680 $28.9M
Freestone Capital Holdings, LLC 0.98% Reduce -4.2% 99,610 $28.9M
United Bank 3.46% Reduce -0.9% 99,580 $28.9M
Shufro Rose & Co. LLC 2.34% Reduce -1.2% 117,539 $28.8M
Edgar Lomax Co. 1.82% Reduce -1.6% 99,190 $28.8M
Cadinha & Co. LLC 4.77% Add +66.1% 99,125 $28.7M
Oak Harvest Investment Services 3.60% Reduce -0.3% 99,057 $28.7M
Callahan Advisors, LLC 2.58% Reduce -1.5% 99,012 $28.7M
Trust Co. of Toledo NA 3.17% Reduce -2.9% 99,002 $28.7M
Coldstream Capital Management Inc. 0.47% Add +7.9% 98,545 $28.6M
Cyndeo Wealth Partners, LLC 1.68% Add +14.5% 98,006 $28.4M
Mutual Advisors, LLC 0.71% Reduce -0.9% 95,090 $28.4M
Yarbrough Capital, LLC 1.01% No change 97,875 $28.4M
Rempart Asset Management Inc. 5.44% Reduce -6.1% 97,749 $28.3M
Harvest Portfolios Group Inc. 0.66% Reduce -0.6% 97,353 $28.2M
TD Private Client Wealth LLC 0.69% Add +1.7% 97,085 $28.1M
Forbes J M & Co. LLP 2.57% Reduce -0.2% 96,792 $28.1M
Ballentine Partners, LLC 0.42% Add +4.5% 96,671 $28.0M
Pallas Capital Advisors LLC 1.07% Add +0.3% 96,629 $28.0M
AIA Group Ltd 0.61% Reduce -9.8% 96,475 $28.0M
Assenagon Asset Management S.A. 0.04% Add +0.2% 96,415 $28.0M
Applied Finance Capital Management, LLC 1.90% Add +7.5% 96,083 $27.9M
Albion Financial Group 1.82% Add +0.6% 96,052 $27.8M
Tritonpoint Wealth, LLC 2.57% Reduce -2.0% 95,972 $27.8M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 2.45% Reduce -1.2% 95,144 $27.6M
GHP Investment Advisors, Inc. 1.22% Add +0.6% 94,961 $27.5M
Leavell Investment Management, Inc. 1.23% Add +2.0% 94,921 $27.5M
Courant Investment Management LLC 22.27% No change 94,897 $27.5M
Easterly Investment Partners LLC 1.97% Reduce -2.3% 94,696 $27.5M
Laird Norton Wetherby Wealth Management, LLC 1.22% — 94,569 $27.4M
Baldwin Wealth Partners LLC 1.86% Add +0.3% 94,334 $27.3M
Beese Fulmer Investment Management, Inc. 2.03% Add +3.0% 94,132 $27.3M
Cercano Management LLC 0.78% New 94,073 $27.3M
Thornburg Investment Management Inc. 0.35% Reduce -83.8% 93,487 $27.1M
Rossmore Private Capital 3.16% Reduce -1.0% 93,308 $27.1M
Fort Sheridan Advisors LLC 3.85% Reduce -0.7% 93,188 $27.0M
Northwest & Ethical Investments L.P. 0.67% Reduce -9.9% 92,945 $26.9M
Cidel Asset Management Inc. 1.62% Reduce -7.6% 92,869 $26.9M
Global Retirement Partners, LLC 0.67% — 92,725 $26.9M
Cantor Fitzgerald Investment Advisors L.P. 1.90% Reduce -0.5% 92,686 $26.9M
Bragg Financial Advisors, Inc 0.96% Reduce -0.6% 92,604 $26.8M
Covea Finance 1.00% Add +50.1% 92,600 $26.8M
Webster Bank, N. A. 2.78% Reduce -4.2% 92,587 $26.8M
W.G. Shaheen & Associates DBA Whitney & Co 2.65% Reduce -1.3% 92,493 $26.8M
Harbour Trust & Investment Management Co 2.97% Reduce -0.1% 92,372 $26.8M
Independence Bank of Kentucky 3.79% Reduce -0.6% 92,242 $26.7M
Mgo One Seven LLC 0.86% Add +0.8% 92,204 $26.7M
Bourgeon Capital Management LLC 5.38% Reduce -2.5% 92,194 $26.7M
Thompson Siegel & Walmsley LLC 0.45% Reduce -1.0% 92,188 $26.7M
Evergreen Capital Management LLC 0.80% Add +3.5% 92,174 $26.7M
Fiduciary Group, LLC 2.50% Reduce -0.4% 91,665 $26.6M
Westpac Banking Corp. 1.77% Add +43.4% 91,428 $26.5M
Premier Fund Managers Ltd 0.95% Add +0.4% 91,054 $26.1M
Cincinnati Financial Corp. 0.55% No change 90,000 $26.1M
Tokio Marine Asset Management Co. Ltd. 0.99% Add +5.3% 89,568 $26.0M
Mission Wealth Management, LP 0.57% Add +1.3% 89,451 $25.9M
Eisler Capital Management Ltd. 0.89% Reduce -30.8% 89,147 $25.9M
Dupont Capital Management Corp. 2.77% Reduce -15.8% 89,042 $25.8M
Canandaigua National Bank & Trust Co. 2.40% Add +0.4% 89,004 $25.8M
TCV Trust & Wealth Management, Inc. 2.25% Reduce -0.2% 88,907 $25.8M
Edge Wealth Management LLC 4.96% Reduce -1.6% 88,812 $25.8M
Anderson Hoagland & Co. 2.46% Reduce -1.7% 88,807 $25.7M
NewSquare Capital LLC 1.91% Add +4.2% 89,526 $25.7M
Northwestern Mutual Investment Management Company, LLC 0.40% Reduce -0.3% 88,655 $25.7M
Motco 2.45% Reduce -1.9% 86,476 $25.6M
Principal Securities, Inc. 0.48% Add +13.8% 88,215 $25.6M
Banque Transatlantique SA 0.70% Reduce -30.6% 87,955 $25.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.69% Reduce -3.2% 87,294 $25.3M
Ritholtz Wealth Management 0.56% Add +10.5% 87,187 $25.3M
Woodmont Investment Counsel LLC 1.67% Add +2.9% 87,098 $25.3M
Shell Asset Management Co. 0.87% Add +36.5% 87,011 $25.2M
Guardian Partners Inc. 2.26% Reduce -2.1% 88,979 $25.2M
Westchester Capital Management, Inc. 5.92% Reduce -1.5% 86,805 $25.2M
Chicago Partners Investment Group LLC 0.72% Add +1.3% 84,731 $25.1M
Arvest Bank Trust Division 1.46% Reduce -16.5% 86,495 $25.1M
Longbow Finance SA 2.67% No change 86,408 $25.1M
Dearborn Partners LLC 1.19% Reduce -20.9% 86,376 $25.0M
Barlow Wealth Partners, LLC 3.00% Reduce -1.4% 85,754 $25.0M
Gotham Asset Management 0.15% Add +6.7% 86,161 $25.0M
Cohen Capital Management, Inc. 4.06% Reduce -0.2% 86,118 $25.0M
Wedbush Securities Inc. 0.87% Reduce -3.4% 86,029 $24.9M
Interval Partners, LP 0.57% Add +7.6% 85,833 $24.9M
Davis-Rea LTD. 6.18% Reduce -0.7% 85,790 $24.9M
Dixon Mitchell Investment Counsel Inc. 0.97% Add +7.5% 85,597 $24.9M
Ashton Thomas Private Wealth, LLC 0.88% Reduce -1.5% 85,703 $24.8M
Quadrant Capital Group LLC 0.89% Add +10.5% 85,330 $24.7M
U.S. Capital Wealth Advisors, LLC 0.72% Reduce -5.0% 85,321 $24.7M
Meiji Yasuda Asset Management Co Ltd. 1.23% Reduce -29.0% 85,197 $24.7M
First Merchants Corp. 0.95% Reduce -4.4% 85,102 $24.7M
Nixon Peabody Trust Co. 1.90% Reduce -0.4% 84,708 $24.6M
Siemens Fonds Invest GmbH 1.44% Add +6.0% 84,679 $24.5M
Sand Hill Global Advisors, LLC 0.91% Add +0.7% 84,667 $24.5M
Montag A & Associates Inc. 1.20% Reduce -1.5% 84,638 $24.5M
GDS Wealth Management 1.78% Add +0.9% 84,073 $24.4M
Generate Investment Management Ltd 1.35% No change 83,987 $24.3M
Dnca Finance 1.89% Add +0.3% 83,727 $24.3M
Biondo Investment Advisors, LLC 3.19% Reduce -0.6% 83,362 $24.2M
Gladstone Institutional Advisory LLC 1.00% Add +4.2% 83,209 $24.1M
Geneos Wealth Management Inc. 0.59% Add +36.5% 83,188 $24.1M
New Republic Capital, LLC 8.54% Add +211.0% 83,169 $24.1M
Courier Capital LLC 1.46% Reduce -1.9% 83,059 $24.1M
Kentucky Retirement Systems Insurance Trust Fund 1.66% Add +1.5% 82,956 $24.0M
OVERSEA-CHINESE BANKING Corp Ltd 0.68% Reduce -16.6% 82,885 $24.0M
Verdence Capital Advisors LLC 1.64% Add +3.0% 82,574 $23.9M
Dynamic Advisor Solutions LLC 0.74% Reduce -0.3% 82,557 $23.9M
Aviance Capital Partners, LLC 3.12% Reduce -0.6% 82,412 $23.9M
Forum Financial Management, LP 0.36% Add +2.1% 82,012 $23.8M
J. Safra Sarasin Holding AG 0.41% Reduce -6.7% 82,122 $23.8M
JGP Wealth Management, LLC 2.87% Add +0.1% 81,810 $23.7M
Ledyard National Bank 2.23% Reduce -1.9% 81,288 $23.6M
Railway Pension Investments Ltd 0.33% Reduce -45.2% 81,164 $23.5M
Folger Nolan Fleming Douglas Capital Management, Inc. 2.60% Reduce -2.2% 80,867 $23.4M
Ascent Group, LLC 0.91% Add +8.5% 80,771 $23.4M
WoodTrust Financial Corp 2.98% Add +1.4% 80,693 $23.4M
Alerus Financial NA 1.68% Reduce -4.0% 80,627 $23.4M
Farther Finance Advisors, LLC 0.47% Add +53.7% 80,565 $23.4M
Peak Asset Management, LLC 4.28% Reduce -0.9% 80,513 $23.3M
Red Door Wealth Management, LLC 2.79% Add +11.4% 80,459 $23.3M
Novare Capital Management LLC 1.89% Add +1.3% 80,362 $23.3M
Sienna Gestion 1.60% Add +10.1% 87,773 $23.2M
Archon Partners LLC 2.68% No change 80,000 $23.2M
General American Investors Co. Inc. 1.56% No change 80,000 $23.2M
King Wealth Management Group 3.14% Reduce -0.1% 79,918 $23.2M
Bar Harbor Wealth Management 1.48% Reduce -2.8% 79,809 $23.1M
Allen Mooney & Barnes Investment Advisors LLC 3.78% Add +0.9% 79,452 $23.0M
Wealthspire Advisors, LLC 0.13% Add +2.6% 79,379 $23.0M
Burns J W & Co. Inc. 2.79% Add +6.8% 79,318 $23.0M
Palisade Asset Management, LLC 2.29% Reduce -2.0% 79,278 $23.0M
Logan Capital Management Inc. 1.07% Reduce -9.4% 79,063 $22.9M
Signaturefd, LLC 0.39% Add +3.5% 78,785 $22.8M
Banque Cantonale Vaudoise 0.93% Reduce -1.3% 78,476 $22.8M
Cullinan Associates Inc. 1.50% Reduce -2.5% 78,342 $22.7M
Whitener Capital Management, Inc. 6.02% Reduce -1.5% 78,335 $22.7M
New Age Alpha Advisors, LLC 0.99% Add +32.8% 77,935 $22.6M
MainStreet Investment Advisors LLC 3.12% Reduce -2.4% 77,847 $22.6M
Callan Family Office, LLC 0.71% Add +131.3% 77,673 $22.5M
SlateStone Wealth, LLC 2.10% Add +3.9% 77,623 $22.5M
Teamwork Financial Advisors, LLC 2.75% Reduce -0.0% 77,311 $22.4M
BDF-Gestion 2.51% Add +6.9% 77,211 $22.4M
North Star Asset Management Inc. 0.95% Add +1.9% 77,143 $22.4M
Thoroughbred Financial Services, LLC 1.55% Reduce -26.8% 76,702 $22.2M
First Financial Bank - Trust Division 1.95% Add +0.4% 76,612 $22.2M
Phoenix Financial Ltd. 0.29% Add +13.1% 76,766 $22.2M
Middleton & Co. Inc. 2.49% Reduce -6.5% 76,464 $22.2M
Rbo & Co. LLC 3.55% Reduce -29.5% 76,377 $22.1M
Baxter Bros Inc. 2.70% Reduce -1.4% 76,265 $22.1M
United Asset Strategies, Inc. 1.88% Add +8.9% 76,086 $22.1M
James Investment Research, Inc. 2.62% Reduce -2.6% 75,866 $22.0M
Cabot Wealth Management Inc. 2.61% Reduce -0.7% 75,670 $21.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.19% Reduce -1.8% 75,592 $21.9M
Calamos Wealth Management LLC 0.94% Add +210.8% 75,476 $21.9M
First American Trust, FSB 1.75% Add +13.9% 75,343 $21.8M
Hilltop Holdings Inc. 1.40% Add +7.6% 75,274 $21.8M
CHURCHILL MANAGEMENT Corp 0.24% Add +109.9% 75,014 $21.7M
William Blair Investment Management, LLC 0.06% Reduce -62.4% 74,958 $21.7M
CCM Investment Advisers LLC 2.34% Add +0.7% 74,943 $21.7M
Journey Advisory Group, LLC 1.69% Add +2.3% 74,918 $21.7M
JB Capital LLC 1.05% Add +1.4% 74,591 $21.6M
Sowell Financial Services LLC 0.88% Add +0.8% 74,287 $21.5M
Tufton Capital Management 4.09% Reduce -3.1% 74,260 $21.5M
FourThought Financial Partners, LLC 2.13% Reduce -2.0% 74,257 $21.5M
BTC Capital Management, Inc. 1.76% Add +0.2% 74,464 $21.5M
MASTERINVEST Kapitalanlage GmbH 2.26% — 74,107 $21.5M
Sagespring Wealth Partners, LLC 0.46% Add +10.4% 73,899 $21.4M
B. Riley Wealth Advisors, Inc. 1.03% Reduce -33.5% 73,561 $21.3M
Meeder Advisory Services, Inc. 1.10% Add +4.9% 73,317 $21.3M
Moneta Group Investment Advisors LLC 0.25% Add +15.0% 73,131 $21.2M
Circle Wealth Management, LLC 0.47% Reduce -0.6% 72,993 $21.2M
Pictet North America Advisors SA 2.12% Reduce -5.8% 72,957 $21.2M
Cohen Klingenstein LLC 0.70% No change 72,700 $21.1M
Cypress Capital Group 2.62% Add +5.8% 72,687 $21.1M
German American Bancorp, Inc. 2.06% Reduce -0.6% 72,687 $21.1M
Tompkins Financial Corp. 1.93% Reduce -2.6% 72,456 $21.0M
Stockman Wealth Management, Inc. 2.85% Add +0.2% 72,299 $21.0M
Vantage Wealth 4.75% Reduce -2.3% 72,287 $21.0M
Community Bank, N.A. 2.75% Reduce -3.5% 72,203 $20.9M
Praxis Investment Management Inc. 1.34% No change 71,665 $20.8M
Richard C. Young & CO., LTD. 2.05% Add +0.3% 71,490 $20.7M
GLOBALT Investments LLC / GA 0.79% Reduce -4.6% 71,113 $20.6M
Canada Post Corp Registered Pension Plan 1.21% Reduce -20.6% 71,045 $20.6M
Leith Wheeler Investment Counsel Ltd. 1.46% Reduce -6.8% 70,688 $20.5M
Caisse Des Depots Et Consignations 0.86% No change 70,586 $20.5M
Picton Mahoney Asset Management 0.29% Reduce -17.9% 70,278 $20.4M
Advisors Asset Management, Inc. 0.36% Reduce -8.6% 69,438 $20.1M
Allied Investment Advisors, LLC 3.52% Reduce -1.1% 69,418 $20.1M
Woodstock Corp. 1.84% Reduce -2.6% 68,926 $20.0M
Willis Investment Counsel 1.17% Add +15.8% 68,920 $20.0M
HRT Financial LP 0.09% Reduce -46.7% 68,779 $19.9M
DSG Capital Advisors, LLC 3.54% Add +2.1% 68,623 $19.9M
Farmers Trust Co. 3.71% Reduce -13.9% 68,513 $19.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.45% Add +11.2% 68,405 $19.8M
Connors Investor Services Inc. 1.76% Reduce -2.5% 68,397 $19.8M
Wellington Shields Capital Management, LLC 3.35% Reduce -1.3% 68,333 $19.8M
Caldwell Trust Co 1.98% Reduce -1.5% 68,184 $19.8M
Diversified Trust Co. 0.44% Reduce -9.9% 68,132 $19.8M
Greenwood Gearhart LLC 1.23% Add +2.2% 68,123 $19.7M
Woodley Farra Manion Portfolio Management Inc. 0.93% Reduce -3.5% 67,971 $19.7M
1ST Source Bank 1.08% Reduce -2.5% 67,805 $19.7M
Atria Wealth Solutions, Inc. 0.44% Reduce -54.9% 67,471 $19.6M
IHT Wealth Management, LLC 0.54% Add +6.2% 67,751 $19.6M
Venturi Wealth Management, LLC 0.97% Reduce -1.0% 67,656 $19.6M
PFG Investments, LLC 1.15% Reduce -1.4% 67,564 $19.6M
Sterling Capital Management LLC 0.28% Add +0.4% 67,265 $19.5M
River Wealth Advisors LLC 2.42% Add +1.8% 67,260 $19.5M
Iowa State Bank 3.88% Reduce -0.8% 67,257 $19.5M
Heritage Trust Co 2.25% Reduce -3.0% 67,232 $19.5M
Copeland Capital Management, LLC 0.40% Reduce -0.4% 67,204 $19.5M
Barbara Oil Co. 7.64% No change 67,000 $19.4M
Naples Global Advisors, LLC 1.67% Add +1.6% 66,950 $19.4M
One Capital Management, LLC 0.67% Add +4.9% 66,932 $19.4M
TrinityBridge Ltd 0.57% Add +1.8% 66,927 $19.4M
Griffin Asset Management, Inc. 2.29% Add +4.2% 66,796 $19.4M
Granite Investment Partners, LLC 0.94% Reduce -1.1% 66,651 $19.3M
Mufg Securities Americas Inc. 1.66% Add +20.7% 66,632 $19.3M
AMG National Trust Bank 0.51% Reduce -0.5% 66,477 $19.3M
Strategy Asset Managers LLC 3.60% Add +0.8% 66,448 $19.3M
Compound Planning, Inc. 0.73% Add +5.9% 66,390 $19.2M
Sigma Planning Corp 0.58% Reduce -8.6% 66,359 $19.2M
Telos Capital Management, Inc. 1.96% Add +1.6% 66,323 $19.2M
Forvis Mazars Wealth Advisors, LLC 0.41% Add +0.5% 66,287 $19.2M
Haverford Financial Services, Inc. 5.67% Reduce -0.3% 66,079 $19.2M
Focus Partners Advisor Solutions, LLC 0.26% Reduce -11.6% 65,923 $19.1M
Winslow Asset Management Inc. 3.85% Reduce -0.5% 65,874 $19.1M
SteelPeak Wealth, LLC 0.74% Reduce -2.9% 65,660 $19.0M
Spire Wealth Management 0.68% Reduce -32.9% 66,519 $19.0M
Goelzer Investment Management, Inc. 1.04% Add +27.1% 65,626 $19.0M
Nicolet Advisory Services, LLC 1.62% Add +1.0% 65,745 $19.0M
Essex Financial Services, Inc. 1.25% Reduce -1.1% 65,511 $19.0M
Intellus Advisors LLC 2.83% Reduce -1.1% 65,511 $19.0M
Bank of Nova Scotia Trust Co. 1.86% Add +0.8% 65,261 $18.9M
Legacy Private Trust Co. 1.21% Reduce -3.5% 64,830 $18.8M
Princeton Global Asset Management LLC 3.40% Reduce -0.3% 64,611 $18.7M
VestGen Advisors, LLC 0.74% Add +0.3% 63,875 $18.7M
Pettyjohn, Wood & White, Inc. 3.33% Reduce -0.2% 64,275 $18.6M
SFE Investment Counsel 3.27% Add +4.9% 64,092 $18.6M
Wells Trecaso Financial Group, LLC 5.74% Reduce -0.0% 64,080 $18.6M
Means Investment Co., Inc. 1.76% Add +1.1% 64,023 $18.6M
Spinnaker Trust 1.11% Add +2.1% 63,781 $18.5M
Orange Investment Advisors, Inc. 2.02% Reduce -8.7% 63,513 $18.4M
Sound View Wealth Advisors Group, LLC 1.36% Add +1.8% 63,459 $18.4M
Ethic Inc. 0.33% Add +0.8% 63,990 $18.4M
South Dakota Investment Council 0.35% Reduce -41.4% 63,271 $18.3M
Hollencrest Capital Management 0.78% Reduce -13.4% 62,983 $18.3M
AlphaCore Capital LLC 0.69% Add +7.4% 62,851 $18.2M
Burling Wealth Partners, LLC 3.36% Add +2.2% 62,816 $18.2M
Vestcor Inc 0.55% Add +16.3% 62,772 $18.2M
AustralianSuper Pty Ltd 0.09% Reduce -70.8% 62,712 $18.2M
Marshall Wace, LLP 0.02% Add +253.2% 62,516 $18.1M
Roundview Capital LLC 1.21% Add +0.0% 62,496 $18.1M
Integrated Advisors Network LLC 0.82% Reduce -3.9% 62,274 $18.1M
Addenda Capital Inc. 0.65% Add +7.9% 62,232 $18.0M
Strategic Wealth Partners, Ltd. 1.42% — 62,161 $18.0M
Sara-Bay Financial 6.43% Reduce -1.8% 61,964 $18.0M
Zuckerman Investment Group, LLC 1.75% Add +2.3% 61,939 $18.0M
Eagle Rock Investment Company, LLC 2.84% Reduce -3.1% 61,917 $18.0M
Fagan Associates, Inc. 2.77% Reduce -1.4% 61,772 $17.9M
Cornerstone Wealth Group, LLC 1.34% Add +2.0% 61,564 $17.8M
Camden National Bank 2.57% Reduce -1.9% 61,533 $17.8M
Farmers National Bank 4.70% Reduce -3.5% 61,445 $17.8M
Simmons Bank 1.27% Reduce -1.3% 61,369 $17.8M
Carmel Capital Management L.L.C. 5.99% Reduce -0.2% 61,272 $17.8M
Northside Capital Management, LLC 1.35% Add +751.5% 61,152 $17.7M
NJ State Employees Deferred Compensation Plan 2.09% No change 61,000 $17.7M
Cardinal Point Capital Management ULC 1.40% Add +0.1% 60,967 $17.7M
NorthRock Partners, LLC 0.46% Add +11.8% 68,583 $17.6M
Schnieders Capital Management LLC 3.11% Add +0.9% 60,730 $17.6M
Vantage Investment Partners, LLC 1.28% Reduce -0.5% 60,441 $17.5M
Twin Capital Management Inc. 1.85% Add +0.8% 59,895 $17.4M
Cypress Asset Management Inc. 4.18% Add +1.1% 59,873 $17.4M
Ar Asset Management Inc. 3.90% Reduce -0.4% 59,825 $17.3M
Cardinal Capital Management 2.54% Add +8.0% 59,809 $17.3M
Greystone Financial Group, LLC 2.85% Reduce -0.7% 59,744 $17.3M
WealthBridge Investment Counsel Inc. 5.61% Reduce -2.3% 59,721 $17.3M
First National Advisers, LLC 2.53% Add +0.4% 59,644 $17.3M
Punch & Associates Investment Management, Inc. 1.08% Add +4.1% 59,590 $17.3M
Artemis Investment Management LLP 0.22% No change 59,405 $17.2M
Johnson Financial Group, Inc. 0.77% Add +6.2% 59,244 $17.2M
Fidelis Capital Partners, LLC 1.56% Add +1.6% 58,940 $17.2M
Country Club Bank 1.08% Reduce -0.7% 59,781 $17.2M
Meritage Portfolio Management 1.08% Reduce -1.8% 58,953 $17.1M
Buckley Wealth Management, LLC 5.11% Reduce -3.4% 58,950 $17.1M
Mitchell Capital Management Co. 3.18% Reduce -12.1% 58,405 $17.0M
CPC Advisors, LLC 2.13% Reduce -1.3% 58,608 $17.0M
Edgestream Partners, L.P. 0.47% New 58,583 $17.0M
Plato Investment Management Ltd 1.27% Add +2.4% 58,554 $16.9M
Cape Cod Five Cents Savings Bank 1.55% No change 80,099 $16.9M
Equitable Trust Co. 0.84% Reduce -3.3% 58,209 $16.9M
Mirador Capital Partners LP 2.74% Add +1.1% 58,171 $16.9M
Frank, Rimerman Advisors LLC 1.13% Add +4.0% 58,066 $16.8M
Invictus Private Wealth, LLC 1.15% Reduce -1.8% 57,918 $16.8M
Laurel Wealth Advisors LLC 2.51% Reduce -0.3% 57,900 $16.8M
BTG Pactual Asset Management US LLC 2.26% Add +16.1% 57,808 $16.8M
Hills Bank & Trust Co 1.06% Reduce -0.7% 57,794 $16.8M
Meridian Wealth Advisors, LLC 2.65% Add +1.0% 57,763 $16.7M
Next Level Private LLC 5.44% Add +2.3% 57,601 $16.7M
Dividend Assets Capital, LLC 3.03% Add +0.2% 57,578 $16.7M
Pittenger & Anderson Inc. 0.61% Add +5.0% 57,314 $16.6M
Traynor Capital Management, Inc. 1.18% Reduce -3.2% 57,170 $16.6M
SRH Advisors, LLC 5.05% No change 57,220 $16.6M
Stolper Co 5.44% Reduce -1.3% 57,092 $16.6M
Independent Investors Inc. 3.60% No change 56,934 $16.5M
Procyon Advisors, LLC 1.56% Reduce -37.3% 56,752 $16.5M
Valicenti Advisory Services Inc. 3.84% Reduce -0.3% 56,714 $16.4M
Venator Management LLC 4.24% Add +0.0% 56,595 $16.4M
RWQ Financial Management Services, Inc. 6.86% Add +42.5% 56,200 $16.3M
Perennial Advisors, LLC 3.02% Reduce -0.2% 56,016 $16.2M
Nwi Management LP 1.49% No change 56,000 $16.2M
Foster & Motley Inc. 0.94% Reduce -3.1% 55,962 $16.2M
EFG Asset Management (Americas) Corp. 2.99% Reduce -3.0% 55,961 $16.2M
Visionary Wealth Advisors 0.82% Reduce -0.5% 55,694 $16.1M
Capital Fund Management S.A. 0.18% Reduce -88.8% 55,639 $16.1M
Wealthcare Advisory Partners LLC 0.37% Add +5.9% 55,485 $16.1M
Mengis Capital Management, Inc. 3.43% Reduce -1.5% 55,465 $16.1M
Harbor Capital Advisors, Inc. 0.68% Reduce -0.5% 55,437 $16.1M
Exchange Traded Concepts, LLC 0.21% Add +5.2% 55,429 $16.1M
Fulton Breakefield Broenniman LLC 1.09% Add +3.3% 55,388 $16.1M
LVM Capital Management Ltd. 1.66% Add +3.8% 55,356 $16.0M
Magnus Financial Group LLC 1.41% Add +1.0% 55,353 $16.0M
Harrell Investment Partners, LLC 4.06% Add +3.2% 55,277 $16.0M
Capstone Financial Advisors, Inc. 0.93% Add +0.4% 55,209 $16.0M
Radnor Capital Management, LLC 2.55% Reduce -0.7% 55,165 $16.0M
Harbor Investment Advisory, LLC 1.43% Reduce -0.6% 68,963 $16.0M
Stenger Family Office, LLC 4.12% — 53,319 $16.0M
Lynch & Associates 3.21% Reduce -2.0% 54,979 $15.9M
Douglass Winthrop Advisors, LLC 0.29% Add +2.1% 54,879 $15.9M
LGT Fund Management Co Ltd. 1.39% Add +57.6% 54,715 $15.9M
American National Bank & Trust 1.62% Add +3.9% 54,710 $15.9M
GAM Holding AG 1.11% Reduce -7.4% 54,668 $15.8M
Jamison Private Wealth Management, Inc. 2.27% Add +0.6% 54,502 $15.8M
Community Bank of Raymore 11.67% Reduce -2.4% 54,390 $15.8M
Nations Financial Group Inc, /Ia/ 1.08% Reduce -7.4% 54,357 $15.8M
StoneX Group Inc. 0.77% Add +10.0% 54,327 $15.8M
Keystone Financial Group 1.42% Add +2.5% 54,285 $15.7M
EagleClaw Capital Managment, LLC 2.34% Reduce -1.6% 54,068 $15.7M
Joel Isaacson & Co., LLC 0.64% Add +4.5% 53,946 $15.6M
Beverly Hills Private Wealth, LLC 2.95% Reduce -0.6% 53,737 $15.6M
Cadence Bank 1.03% Reduce -1.3% 53,692 $15.6M
Stratos Investment Management, LLC 0.71% Add +1.2% 53,513 $15.5M
Clarity Financial LLC 1.67% Reduce -35.0% 53,479 $15.5M
Torray Investment Partners LLC 2.25% Reduce -14.0% 53,404 $15.5M
Clough Capital Partners L P 1.55% No change 53,400 $15.5M
Annex Advisory Services, LLC 0.37% Add +1.8% 53,341 $15.5M
Alpine Woods Capital Investors, LLC 3.66% Reduce -2.5% 53,090 $15.4M
Genus Capital Management Inc. 1.98% Add +42.1% 53,068 $15.4M
Turtle Creek Wealth Advisors, LLC 1.81% Add +6.3% 53,028 $15.4M
Capital Analysts, LLC 0.51% Reduce -3.9% 52,832 $15.3M
Sigma Investment Counselors Inc. 0.84% Add +4.1% 52,654 $15.3M
Jain Global LLC 0.25% New 52,603 $15.3M
Simplicity Wealth,LLC 0.63% Add +76.2% 52,585 $15.2M
Banque Pictet & Cie SA 0.16% Reduce -19.4% 52,566 $15.2M
Avantax Planning Partners, Inc. 0.48% Add +1.8% 52,525 $15.2M
Quadrature Capital Ltd 0.26% New 52,522 $15.2M
Hoertkorn Richard Charles 6.43% Reduce -1.7% 52,412 $15.2M
Laffer Tengler Investments, Inc. 3.24% Reduce -6.8% 52,356 $15.2M
Buck Wealth Strategies, LLC 2.31% Add +28.8% 52,216 $15.1M
Transcend Capital Advisors, LLC 1.17% Reduce -23.9% 52,161 $15.1M
Baker Ellis Asset Management LLC 2.07% Reduce -0.1% 52,083 $15.1M
Live Oak Private Wealth LLC 2.25% Add +0.5% 52,058 $15.1M
Matthew 25 Management Corp 4.84% Reduce -5.5% 52,000 $15.1M
one8zero8, LLC 3.55% Reduce -6.5% 51,951 $15.1M
PDS Planning, Inc 1.12% Add +8.9% 51,924 $15.1M
Colonial Trust Co / SC 2.19% Reduce -0.7% 51,886 $15.0M
Stratos Wealth Advisors, LLC 0.79% Reduce -40.3% 51,820 $15.0M
Whalerock Point Partners, LLC 3.34% Add +0.3% 51,753 $15.0M
Core Alternative Capital 4.09% Reduce -6.0% 51,604 $15.0M
Brighton Jones LLC 0.41% Add +1.3% 51,570 $15.0M
Kinsale Capital Group, Inc. 3.06% Add +10.1% 51,477 $14.9M
Forge First Asset Management Inc. 5.38% New 51,350 $14.9M
Bridgewater Associates 0.06% Reduce -37.8% 51,287 $14.9M
Miramar Capital, LLC 3.52% Add +1.6% 51,267 $14.9M
Trajan Wealth LLC 0.73% Reduce -2.5% 51,193 $14.8M
Peterson Wealth Services 4.06% Add +0.7% 51,137 $14.8M
Rokos Capital Management LLP 0.25% New 51,067 $14.8M
Giverny Capital 0.51% Add +14.5% 50,950 $14.8M
Sage Mountain Advisors LLC 0.96% Add +3.9% 50,896 $14.8M
Boyar Asset Management Inc. 9.64% Reduce -0.3% 50,806 $14.7M
KG Capital Management 4.33% Reduce -2.6% 51,210 $14.7M
Inlet Private Wealth, LLC 3.60% Reduce -0.3% 50,464 $14.6M
Access Investment Management LLC 4.16% — 50,392 $14.6M
Rench Wealth Management, Inc. 4.62% Reduce -0.1% 50,333 $14.6M
Pine Valley Investments Ltd Liability Co 0.86% Reduce -3.0% 50,329 $14.6M
Ascent Wealth Partners, LLC 1.80% Reduce -4.8% 50,261 $14.6M
Community Bank & Trust, Waco, Texas 3.30% Add +0.2% 50,187 $14.6M
Family Capital Trust Co 5.01% Reduce -4.1% 49,894 $14.5M
Temasek Holdings (Private) Ltd 0.06% Reduce -53.7% 49,870 $14.5M
Altrafin AG 4.89% Add +11.8% 49,845 $14.5M
Wellington Shields & Co., LLC 4.09% Add +3.3% 49,835 $14.4M
PFG Advisors 0.67% Add +19.4% 49,727 $14.4M
YHB Investment Advisors, Inc. 1.11% Add +2.8% 49,664 $14.4M
Confluence Wealth Services, Inc. 0.79% Reduce -0.3% 49,639 $14.4M
Meitav Investment House Ltd. 0.19% Add +18.6% 49,674 $14.4M
HWG Holdings LP 4.20% Add +3.8% 49,545 $14.4M
Royal Fund Management, LLC 1.53% Reduce -4.8% 49,414 $14.3M
Marietta Wealth Management, LLC 1.87% Reduce -0.2% 49,395 $14.3M
Centaurus Financial, Inc. 0.83% Reduce -2.4% 49,228 $14.3M
Generali Investments CEE, investicni spolecnost, a.s. 1.17% Add +1.3% 49,148 $14.2M
Jacobs Levy Equity Management, Inc. 0.06% Add +5.3% 49,134 $14.2M
Flagship Harbor Advisors, LLC 0.67% Add +0.3% 49,116 $14.2M
Baldwin Investment Management, LLC 1.71% Reduce -0.8% 48,966 $14.2M
Belpointe Asset Management LLC 0.58% Add +19.7% 48,391 $14.0M
Adalta Capital Management LLC 7.01% Reduce -1.9% 48,212 $14.0M
Pure Financial Advisors, LLC 0.25% Add +147.7% 48,068 $13.9M
Shepherd Financial Partners LLC 1.47% Reduce -0.1% 48,068 $13.9M
Cutler Investment Counsel LLC 1.55% Reduce -1.5% 48,062 $13.9M
Embree Financial Group 2.10% Add +1.0% 47,996 $13.9M
GC Wealth Management RIA, LLC 1.14% Add +51.9% 47,891 $13.9M
Stokes Family Office, LLC 1.45% Reduce -1.7% 47,703 $13.8M
Brave Asset Management Inc. 3.77% Reduce -2.0% 47,682 $13.8M
Blue Trust, Inc. 0.16% Add +0.8% 47,654 $13.8M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2.91% Add +11.4% 47,354 $13.7M
Harbour Capital Advisors, LLC 2.89% Reduce -0.4% 47,002 $13.7M
Stokes Capital Advisors, LLC 3.36% Add +2.6% 47,312 $13.7M
Atlanta Consulting Group Advisors, LLC 3.75% Reduce -6.8% 47,240 $13.7M
Richard Bernstein Advisors LLC 0.34% Reduce -16.7% 47,101 $13.7M
SageView Advisory Group, LLC 0.52% Add +3.8% 45,750 $13.6M
Community Financial Services Group, LLC 2.71% Add +0.8% 46,932 $13.6M
Jaffetilchin Investment Partners, LLC 0.89% Add +6.5% 46,924 $13.6M
Fulcrum Capital LLC 2.87% Reduce -3.5% 46,858 $13.6M
Pioneer Trust Bank N A 3.46% Reduce -2.1% 46,820 $13.6M
Prosperity Consulting Group, LLC 0.99% Add +1.4% 46,809 $13.6M
Van Hulzen Asset Management, LLC 1.13% Reduce -0.8% 46,685 $13.5M
L & S Advisors Inc 1.52% Add +33.2% 46,609 $13.5M
Cincinnati Casualty Co. 7.14% No change 46,500 $13.5M
Cincinnati Specialty Underwriters Insurance CO 3.54% No change 46,500 $13.5M
Fulton Bank, N.A. 0.50% Reduce -5.7% 46,427 $13.5M
Financial Partners Group, LLC 4.87% Reduce -1.1% 46,413 $13.5M
Coastal Bridge Advisors, LLC 1.11% Reduce -1.4% 46,309 $13.4M
IFP Advisors, Inc 0.38% Add +1.3% 46,303 $13.4M
Boston Family Office LLC 0.89% Reduce -1.6% 46,211 $13.4M
Smithbridge Asset Management Inc. 2.34% Reduce -0.8% 46,168 $13.4M
Bearing Point Capital, LLC 2.46% Add +1.2% 46,019 $13.3M
Mystic Asset Management, Inc. 3.22% Reduce -0.2% 45,880 $13.3M
Duncker Streett & Co. Inc. 2.42% Add +1.6% 45,728 $13.3M
RPG Investment Advisory, LLC 1.64% Reduce -49.7% 45,612 $13.2M
Pettee Investors, Inc. 7.91% No change 45,596 $13.2M
Canal Capital Management, LLC 2.08% Add +3.6% 45,573 $13.2M
Ipswich Investment Management Co., Inc. 3.18% Add +1.5% 45,532 $13.2M
Plimoth Trust Co. LLC 3.16% Reduce -0.7% 45,502 $13.2M
Westover Capital Advisors, LLC 2.63% Reduce -0.3% 45,400 $13.2M
Ballast Advisors LLC 3.87% Reduce -1.3% 45,296 $13.1M
New England Asset Management Inc. 2.13% Add +0.4% 45,180 $13.1M
Thompson Investment Management, Inc. 1.85% Reduce -4.7% 45,163 $13.1M
Schulhoff & Co. Inc. 5.81% Reduce -1.8% 45,150 $13.1M
Brown Miller Wealth Management, LLC 4.06% Add +0.0% 45,089 $13.1M
Patton Albertson Miller Group, LLC 1.71% Reduce -0.8% 44,871 $13.0M
Parr McKnight Wealth Management Group, LLC 1.78% Reduce -1.2% 44,804 $13.0M
Trueblood Wealth Management, LLC 5.43% Reduce -3.5% 44,793 $13.0M
Apriem Advisors 1.38% Reduce -12.1% 44,774 $13.0M
Leonteq Securities AG 0.76% Add +57.1% 44,774 $13.0M
Bard Financial Services, Inc. 1.55% Reduce -2.2% 44,660 $12.9M
Independent Financial Group, LLC 0.36% Reduce -1.5% 44,584 $12.9M
XML Financial, LLC 1.12% Reduce -1.6% 44,371 $12.9M
SevenBridge Financial Group, LLC 2.27% Reduce -1.1% 43,880 $12.9M
First National Bank of Mount Dora, Trust Investment Services 2.90% Add +1.2% 44,285 $12.8M
Jacobi Capital Management LLC 0.85% Add +2.9% 44,270 $12.8M
Kavar Capital Partners Group, LLC 1.84% Add +2.6% 44,254 $12.8M
Private Advisory Group LLC 1.20% Add +75.2% 44,248 $12.8M
Bridgewater Advisors Inc. 0.98% Add +0.8% 43,169 $12.8M
Wetzel Investment Advisors, Inc. 5.88% Reduce -0.6% 44,208 $12.8M
1248 Management, LLC 4.73% Add +0.1% 44,179 $12.8M
Mirabaud Asset Management Ltd 5.94% Add +1.8% 44,453 $12.8M
Rollins Financial Advisors, LLC 2.03% Add +4.7% 43,950 $12.7M
Elk River Wealth Management LLC 2.19% Reduce -0.8% 43,946 $12.7M
First Western Trust Bank 0.57% Reduce -1.5% 43,912 $12.7M
Bangor Savings Bank 1.13% Reduce -0.9% 43,717 $12.7M
Capstone Investment Advisors, LLC 0.13% Reduce -55.9% 43,701 $12.7M
GFS Advisors, LLC 1.73% New 43,535 $12.6M
Intrust Bank NA 1.12% Add +0.6% 43,497 $12.6M
Vestmark Advisory Solutions, Inc. 0.18% Add +58.1% 43,462 $12.6M
Coerente Capital Management 2.32% Reduce -1.1% 43,446 $12.6M
Townsend Asset Management Corp. /NC/ 4.54% Reduce -3.2% 43,214 $12.5M
Barometer Capital Management Inc. 3.46% Reduce -17.5% 43,400 $12.5M
Voleon Capital Management LP 0.69% Reduce -13.8% 43,176 $12.5M
Walter & Keenan Wealth Management LLC /in/ 3.64% Reduce -3.1% 43,172 $12.5M
Xcel Wealth Management, LLC 3.62% Reduce -0.5% 43,109 $12.5M
Wedmont Private Capital 0.53% Add +3.6% 44,047 $12.5M
Allen Capital Group, LLC 1.30% Add +6.0% 42,979 $12.5M
Contravisory Investment Management, Inc. 2.45% Add +0.2% 42,940 $12.4M
Parthenon LLC 1.42% Add +0.2% 42,898 $12.4M
Kintegral Advisory, LLC 1.13% Reduce -0.1% 42,833 $12.4M
Cinctive Capital Management LP 0.69% Add +23.5% 42,679 $12.4M
City Holding Co. 1.62% Reduce -1.8% 42,672 $12.4M
Graypoint LLC 0.69% Add +6.6% 42,449 $12.3M
Icon Wealth Advisors, LLC 0.87% Add +23.4% 42,299 $12.3M
Oddo BHF Asset Management Sas 0.47% Add +25.1% 42,180 $12.2M
Private Trust Co. NA 1.16% Add +3.1% 42,171 $12.2M
Compass Wealth Management LLC 2.91% Add +0.2% 42,167 $12.2M
Socorro Asset Management LP 4.24% Add +4.6% 42,109 $12.2M
Viking Fund Management LLC 1.67% No change 42,000 $12.2M
Global Wealth Management Investment Advisory, Inc. 2.28% Reduce -3.9% 41,999 $12.2M
Asset Planning Services Inc. /La/ 5.59% Reduce -0.6% 41,907 $12.1M
Bcwm, LLC 3.84% Reduce -2.3% 41,769 $12.1M
Nelson Capital Management, LLC 1.60% Reduce -0.2% 41,748 $12.1M
McGinn Penninger Investment Management, Inc. 7.61% Reduce -11.2% 41,462 $12.0M
Unison Asset Management LLC 6.06% Add +1.4% 41,443 $12.0M
Onex Canada Asset Management Inc. 1.46% Add +1.6% 41,238 $12.0M
GW Henssler & Associates Ltd. 0.64% Add +0.1% 41,235 $12.0M
Parcion Private Wealth LLC 0.85% Add +0.8% 41,223 $12.0M
Chronos Wealth Management, LLC 6.19% Add +0.3% 41,187 $11.9M
Greenwood Capital Associates LLC 1.48% Add +0.5% 41,114 $11.9M
SG Americas Securities, LLC 0.05% Reduce -95.0% 41,110 $11.9M
Redmond Asset Management, LLC 2.83% Add +0.7% 41,006 $11.9M
RBF Capital, LLC 0.59% No change 41,000 $11.9M
Quest Investment Management LLC 1.31% Add +2.8% 40,997 $11.9M
Bridge Creek Capital Management LLC 3.49% Reduce -3.3% 40,982 $11.9M
Diversify Advisory Services, LLC 0.45% Add +49.2% 40,558 $11.9M
Pinnacle Wealth Management Advisory Group, LLC 0.98% Reduce -0.0% 40,906 $11.9M
Lighthouse Investment Partners, LLC 0.52% Reduce -59.6% 40,886 $11.9M
Texas Capital Bank Wealth Management Services Inc 1.11% Reduce -4.3% 40,885 $11.9M
Citizens National Bank Trust Department 2.35% Add +3.7% 40,731 $11.8M
Beacon Financial Group 1.23% Reduce -2.1% 40,705 $11.8M
First Nebraska Trust Co 1.13% Reduce -0.8% 40,671 $11.8M
Valmark Advisers, Inc. 0.16% Add +1.1% 40,640 $11.8M
Advocate Group LLC 2.10% Reduce -3.1% 40,519 $11.7M
Constitution Capital LLC 5.99% Add +2.5% 40,509 $11.7M
Intact Investment Management Inc. 0.40% Reduce -15.6% 40,500 $11.7M
Providence Capital Advisors, LLC 2.15% Reduce -6.5% 40,413 $11.7M
Lanark Financial, Inc. 0.96% Reduce -3.0% 40,355 $11.7M
Anchor Investment Management, LLC 1.02% Add +0.8% 40,297 $11.7M
CHICAGO TRUST Co NA 1.67% Add +5.8% 40,195 $11.7M
Profund Advisors LLC 0.42% Reduce -8.7% 40,115 $11.6M
Oxford Financial Group, LTD. LLC 0.69% Reduce -2.3% 40,072 $11.6M
Fusion Capital, LLC 3.96% Add +0.3% 39,953 $11.6M
NBW Capital LLC 2.49% Add +0.6% 39,883 $11.6M
Pitcairn Co. 0.76% Reduce -10.4% 39,837 $11.5M
Empire Financial Management Company, LLC 3.33% Reduce -0.1% 39,819 $11.5M
Bank of Hawaii 0.61% Reduce -29.3% 39,761 $11.5M
WESPAC Advisors SoCal, LLC 2.57% Add +0.5% 39,738 $11.5M
American Money Management, LLC 2.03% Reduce -0.6% 39,656 $11.5M
Old Second National Bank of Aurora 2.51% Reduce -6.0% 39,582 $11.5M
Ninety One SA (Pty) Ltd 1.88% Reduce -61.4% 39,551 $11.5M
Van Strum & Towne Inc. 3.62% Reduce -0.6% 39,531 $11.5M
Earnest Partners LLC 0.05% Reduce -3.7% 39,520 $11.5M
B & T Capital Management DBA Alpha Capital Management 1.97% Reduce -3.2% 39,510 $11.5M
Bradley & Co. Private Wealth Management, LLC 7.00% Reduce -1.1% 39,411 $11.4M
Arista Wealth Management, LLC 1.57% Add +3241.4% 39,261 $11.4M
Shelton Capital Management 0.26% Add +1.3% 39,188 $11.4M
Parkside Financial Bank & Trust 1.23% Add +21.5% 39,181 $11.4M
Stablepoint Partners, LLC 1.93% Add +0.1% 39,151 $11.4M
Mechanics Bank Trust Department 1.62% Reduce -0.8% 39,058 $11.3M
FAS Wealth Partners, Inc. 0.84% Add +7.7% 38,982 $11.3M
Fulcrum Asset Management LLP 3.22% — 38,959 $11.3M
BCS Private Wealth Management, Inc. 4.24% — 38,903 $11.3M
Claro Advisors Inc. 1.86% Reduce -10.3% 38,886 $11.3M
BigSur Wealth Management LLC 2.83% Reduce -0.0% 38,691 $11.2M
Syon Capital LLC 0.74% Add +10.7% 38,645 $11.2M
Summit Global Investments 0.66% Add +1133.2% 38,624 $11.2M
Graves Light Lenhart Wealth, Inc. 1.33% Reduce -5.4% 38,583 $11.2M
Western Wealth Management, LLC 0.66% Add +6.2% 38,535 $11.2M
Lorne Steinberg Wealth Management Inc. 2.92% Reduce -0.8% 38,520 $11.2M
Avior Wealth Management, LLC 0.39% Add +0.9% 38,484 $11.2M
Lathrop Investment Management Co. 2.10% Add +522.0% 38,397 $11.1M
Trivium Point Advisory, LLC 1.21% Reduce -2.4% 38,347 $11.1M
Strategic Advisors LLC 2.19% Reduce -1.8% 38,323 $11.1M
Hilton Capital Management, LLC 0.89% Add +0.4% 38,255 $11.1M
UNIVEST FINANCIAL Corp 0.66% Reduce -3.6% 38,208 $11.1M
Advanced Asset Management Advisors Inc 2.99% No change 38,207 $11.1M
Frisch Financial Group, Inc. 2.70% Reduce -3.2% 38,115 $11.1M
Owen LaRue, LLC 4.68% Add +2.1% 38,003 $11.0M
Boyd Watterson Asset Management LLC 3.50% Add +1.8% 37,977 $11.0M
Harbour Investments, Inc. 0.28% Add +4.0% 37,909 $11.0M
DT Investment Partners, LLC 0.99% Reduce -4.5% 37,857 $11.0M
Nordwand Advisors, LLC 1.72% Add +8521.9% 37,850 $11.0M
Apexium Financial, LP 0.58% Reduce -19.1% 37,832 $11.0M
McDonald Partners LLC 2.63% Reduce -1.5% 37,673 $10.9M
Chemistry Wealth Management LLC 2.34% Reduce -1.5% 37,688 $10.9M
Larson Financial Group LLC 0.44% Add +11.4% 37,634 $10.9M
WealthPlan Investment Management, LLC 0.79% Add +15.9% 37,597 $10.9M
Security National Bank 1.88% Add +1.9% 37,485 $10.9M
Brown Shipley& Co Ltd 5.96% Reduce -9.9% 37,342 $10.8M
Arrow Capital Pty Ltd 5.24% New 24,459 $10.8M
American Trust 1.02% Add +2.5% 37,250 $10.8M
Robertson Stephens Wealth Management, LLC 0.37% Reduce -9.8% 37,229 $10.8M
Smartleaf Asset Management LLC 0.95% Reduce -6.7% 37,459 $10.8M
Capital Group Investment Management Pte. LTD. 1.91% Reduce -8.6% 37,012 $10.7M
Headlands Technologies LLC 1.28% Add +477.9% 36,916 $10.7M
Systematic Alpha Investments, LLC 0.38% No change 36,804 $10.7M
Csenge Advisory Group 0.56% Reduce -3.2% 40,361 $10.7M
Soltis Investment Advisors LLC 0.84% Reduce -12.5% 36,742 $10.7M
Arete Wealth Advisors, LLC 0.76% Reduce -45.9% 36,728 $10.6M
Beacon Bank & Trust 2.42% Reduce -3.3% 36,614 $10.6M
Waratah Capital Advisors Ltd. 0.72% Reduce -31.1% 36,603 $10.6M
Wealth Advisory Solutions, LLC 2.68% Reduce -0.9% 36,554 $10.6M
Dean Investment Associates, LLC 1.56% Add +1.5% 36,551 $10.6M
TFG Advisers LLC 3.63% Add +0.2% 36,518 $10.6M
Cordatus Wealth Management LLC 2.60% Reduce -0.2% 36,481 $10.6M
IFC Advisors LLC 1.97% Add +4.4% 36,381 $10.5M
International Assets Investment Management, LLC 0.85% New 1,580,159 $10.5M
Blue Fin Capital, Inc. 1.79% Add +1.3% 36,270 $10.5M
Hodges Capital Management Inc. 1.01% Reduce -0.7% 36,218 $10.5M
Legacy Trust 2.57% Reduce -4.4% 36,198 $10.5M
Commonwealth Retirement Investments LLC 3.99% Reduce -26.3% 36,192 $10.5M
AlTi Global, Inc. 0.26% Add +15.0% 36,339 $10.5M
Osprey Private Wealth LLC 5.69% Add +1.0% 35,330 $10.5M
Capital Investment Counsel, LLC 1.62% Reduce -2.9% 36,066 $10.5M
Trustmark Bank Trust Department 0.72% Add +1.3% 36,020 $10.4M
Howland Capital Management LLC 0.43% Reduce -4.4% 35,994 $10.4M
Coppell Advisory Solutions LLC 1.23% New 36,217 $10.4M
Hennion & Walsh Asset Management, Inc. 0.42% Add +4.2% 35,855 $10.4M
Martin Capital Partners, LLC 4.07% Add +217.7% 35,840 $10.4M
Elevation Point Wealth Partners, LLC 0.81% Add +3.6% 35,818 $10.4M
Qtron Investments LLC 1.32% Add +1.9% 35,740 $10.4M
Seneca House Advisors 4.41% Reduce -2.6% 35,716 $10.4M
D L Carlson Investment Group Inc. 1.88% Reduce -4.9% 35,594 $10.3M
Journey Strategic Wealth LLC 0.33% Add +32.3% 35,572 $10.3M
Sandhill Capital Partners LLC 0.74% Add +17.4% 35,530 $10.3M
Clearstead Trust, LLC 1.95% Add +4.7% 35,462 $10.3M
Resonant Capital Advisors, LLC 0.65% Add +8.3% 35,304 $10.2M
Gifford Fong Associates 2.36% No change 35,296 $10.2M
RMR Wealth Builders 0.93% Add +4.7% 35,237 $10.2M
Alpha Omega Wealth Management LLC 1.83% Reduce -4.8% 35,229 $10.2M
Werlinich Asset Management, LLC 5.57% No change 35,197 $10.2M
Paradiem, LLC 2.57% No change 35,174 $10.2M
Bristlecone Advisors, LLC 0.86% Reduce -8.9% 35,152 $10.2M
Augustine Asset Management Inc. 2.73% Add +1.1% 35,150 $10.2M
Excalibur Management Corp. 3.83% Reduce -0.7% 35,147 $10.2M
Boston Research & Management Inc. 2.43% Reduce -1.5% 35,089 $10.2M
DF Dent & Co. Inc. 0.13% Reduce -9.5% 35,045 $10.2M
SPC Financial, Inc. 0.85% Reduce -1.9% 35,016 $10.2M
Kingdon Capital Management, L.L.C. 1.96% New 35,000 $10.1M
Jefferies Financial Group Inc. 0.18% Add +3.8% 34,997 $10.1M
Bogart Wealth, LLC 0.43% Reduce -7.7% 34,896 $10.1M
Alexander Labrunerie & Co., Inc. 4.17% Add +0.0% 34,698 $10.1M
Asset Dedication, LLC 0.73% Add +4.6% 34,630 $10.0M
Somerset Trust Co 3.27% Reduce -2.1% 34,617 $10.0M
Columbia Asset Management 1.97% Reduce -2.7% 34,590 $10.0M
Mandatum Life Insurance Co Ltd 2.63% No change 34,502 $10.0M
Sargent Investment Group, LLC 1.35% Add +0.1% 34,325 $10.0M
DRW Securities, LLC 0.70% Add +0.5% 34,491 $10.0M
Accurate Wealth Management, LLC 1.53% Add +6.6% 34,668 $10.0M
Philadelphia Trust Co. 0.76% Reduce -0.1% 34,388 $10.0M
Founders Capital Management 5.97% Reduce -1.1% 34,337 $10.0M
RFG Advisory, LLC 0.23% Reduce -0.6% 34,327 $10.0M
Legacy Financial Advisors, Inc. 1.55% Reduce -9.7% 34,280 $9.9M
Obermeyer Wealth Partners 0.49% Add +3.1% 34,253 $9.9M
Semmax Financial Advisors Inc. 2.55% Reduce -6.1% 34,274 $9.9M
Rockline Wealth Management, LLC 2.33% Add +0.3% 34,041 $9.9M
Hixon Zuercher, LLC 3.19% Reduce -12.8% 34,030 $9.9M
Insigneo Advisory Services, LLC 0.85% Add +5.6% 34,001 $9.9M
Bell & Brown Wealth Advisors, LLC 3.52% Add +0.1% 33,983 $9.9M
First Business Financial Services, Inc. 0.89% Add +2.6% 33,950 $9.8M
Harvey Capital Management Inc. 2.30% Reduce -0.6% 33,872 $9.8M
West Branch Capital LLC 2.91% Reduce -0.6% 33,914 $9.8M
Chemung Canal Trust Co. 2.06% Reduce -27.4% 33,773 $9.8M
Nikulski Financial, Inc. 2.68% Add +0.6% 33,751 $9.8M
Cavalier Investments, LLC 2.96% Reduce -1.9% 33,748 $9.8M
Castleark Management LLC 0.29% No change 33,705 $9.8M
EverSource Wealth Advisors, LLC 0.44% Add +3.0% 33,691 $9.8M
Clarity Wealth Advisors, LLC 2.41% Add +0.6% 33,684 $9.8M
Koshinski Asset Management, Inc. 0.74% Add +5.0% 33,651 $9.8M
New Hampshire Trust 2.03% Reduce -0.0% 33,566 $9.7M
Evoke Wealth, LLC 0.23% Add +17.2% 33,502 $9.7M
Rehmann Capital Advisory Group 0.59% Add +4.3% 33,381 $9.7M
Verition Fund Management LLC 0.06% Reduce -1.9% 33,309 $9.7M
Essex LLC 1.90% Reduce -2.9% 33,279 $9.6M
Schmidt P J Investment Management Inc. 1.67% Reduce -0.1% 33,248 $9.6M
M Holdings Securities, Inc. 1.64% Add +26.3% 33,168 $9.6M
Pegasus Asset Management, Inc. 3.28% Add +1.6% 33,061 $9.6M
CFM Wealth Partners LLC 1.52% Add +0.6% 33,038 $9.6M
Kentucky Farm Bureau Mutual Insurance Co 2.04% No change 33,000 $9.6M
Moody National Bank Trust Division 0.87% Add +2.3% 32,967 $9.6M
GM Advisory Group, LLC 0.47% Add +13.6% 32,866 $9.5M
Patriot Financial Group Insurance Agency, LLC 1.09% Add +7.3% 32,848 $9.5M
Bill Few Associates, Inc. 2.70% Reduce -1.5% 32,844 $9.5M
Everpar Advisors LLC 4.33% Add +1.4% 32,839 $9.5M
Brick & Kyle, Associates 4.24% Reduce -0.1% 32,813 $9.5M
Exchange Capital Management, Inc. 1.42% Reduce -1.7% 32,762 $9.5M
Stonebrook Private Inc. 2.22% Add +1.0% 32,870 $9.5M
Covington Investment Advisors Inc. 1.35% Reduce -3.2% 32,662 $9.5M
Beutel, Goodman & Co Ltd. 0.05% Reduce -8.0% 32,650 $9.5M
Capital Asset Advisory Services LLC 0.44% Reduce -6.2% 32,582 $9.5M
Checchi Capital Advisers, LLC 0.66% Reduce -5.8% 32,549 $9.4M
White Pine Investment CO 2.35% Reduce -4.7% 32,519 $9.4M
Maltese Capital Management LLC 1.33% Reduce -23.5% 32,500 $9.4M
Cottage Street Advisors LLC 4.90% Reduce -3.1% 32,490 $9.4M
Trust Asset Management LLC 0.70% No change 32,424 $9.4M
Lake Street Private Wealth, LLC 1.34% Reduce -0.8% 32,422 $9.4M
Avestar Capital, LLC 0.68% Add +9.5% 32,323 $9.4M
Ascentis Independent Advisors 1.73% Add +0.7% 32,298 $9.4M
Nilsine Partners, LLC 0.95% Reduce -1.5% 32,275 $9.4M
First Interstate Bank 0.55% Reduce -16.7% 32,248 $9.3M
Evexia Wealth LLC 2.94% Reduce -12.1% 32,081 $9.3M
Chapin Davis, Inc. 2.58% Add +3.2% 32,140 $9.3M
Arjuna Capital 2.45% Reduce -4.5% 32,021 $9.3M
CreativeOne Wealth, LLC 0.24% Add +9.1% 31,967 $9.3M
Ransom Advisory, Ltd 4.37% Reduce -1.3% 31,964 $9.3M
Arax Advisory Partners 0.43% Add +76.2% 31,950 $9.3M
Heritage Wealth Management, Inc. 2.98% Reduce -2.2% 31,743 $9.2M
Financial Strategies Group, Inc. 1.92% Add +4.3% 32,043 $9.2M
Sentinel Trust Co. Lba 1.00% Add +0.0% 31,689 $9.2M
Mitchell McLeod Pugh & Williams Inc. 1.71% Add +0.2% 31,688 $9.2M
Pathway Financial Advisers, LLC 2.98% Add +0.8% 31,678 $9.2M
NatWest Group plc 2.71% Reduce -48.7% 31,617 $9.2M
WCG Wealth Advisors LLC 0.59% Reduce -0.8% 31,601 $9.2M
DCM Advisors, LLC 3.92% Add +10.2% 31,582 $9.2M
WealthShield Partners, LLC 1.10% Reduce -1.7% 31,485 $9.1M
Focus Financial Network, Inc. 0.36% Reduce -10.0% 31,480 $9.1M
Field & Main Bank 2.97% Reduce -4.0% 31,459 $9.1M
Townsquare Capital LLC 0.89% Reduce -84.1% 31,432 $9.1M
Capital Insight Partners, LLC 1.58% Reduce -4.0% 31,422 $9.1M
Baugh & Associates, LLC 4.74% Reduce -4.7% 33,593 $9.1M
Mirabaud & Cie SA 2.89% Reduce -5.6% 31,345 $9.1M
Washington Trust Advisors, Inc. 0.74% Reduce -0.9% 31,328 $9.1M
Harbor Advisory Corp. 2.89% Reduce -6.9% 31,328 $9.1M
Savvy Advisors, Inc. 0.61% Add +43.9% 31,318 $9.1M
RDA Financial Network 2.45% Add +2.6% 31,315 $9.1M
Paradigm Asset Management Co. LLC 2.24% Add +10.2% 31,291 $9.1M
Meiji Yasuda Life Insurance Co 0.27% Reduce -75.1% 31,284 $9.1M
Grove Bank & Trust 1.13% Add +0.1% 31,252 $9.1M
DLK Investment Management, LLC 3.42% Add +2.0% 31,234 $9.1M
Gryphon Financial Partners LLC 1.18% Add +12.2% 31,230 $9.1M
MSA Advisors, LLC 2.27% No change 31,200 $9.0M
BBR Partners, LLC 0.56% Reduce -4.8% 31,171 $9.0M
Diversify Wealth Management, LLC 0.56% Add +7.8% 30,845 $9.0M
Sompo Asset Management Co., Ltd. 1.56% Reduce -1.1% 31,021 $9.0M
Strategic Planning Group, LLC 1.46% Add +4.7% 30,998 $9.0M
Citizens Business Bank 1.75% Add +3.0% 30,994 $9.0M
Signal Advisors Wealth, LLC 0.70% Add +11.3% 30,994 $9.0M
Bedel Financial Consulting, Inc. 1.23% Reduce -0.3% 30,980 $9.0M
Ironvine Capital Partners, LLC 0.93% No change 30,971 $9.0M
E&G Advisors, LLC 2.33% Reduce -2.5% 31,016 $9.0M
Leuthold Group, LLC 1.07% Reduce -1.6% 30,882 $9.0M
Overbrook Management Corp 1.67% Add +1.5% 30,862 $8.9M
NTV Asset Management LLC 1.07% Reduce -1.2% 30,792 $8.9M
Abbot Financial Management, Inc. 4.11% Reduce -1.3% 30,772 $8.9M
Mission Creek Capital Partners, Inc. 1.98% Reduce -7.1% 51,803 $8.9M
Udine Wealth Management, Inc. 4.71% Reduce -6.2% 30,752 $8.9M
Summerhill Capital Management lnc. 10.00% Reduce -0.5% 30,741 $8.9M
L2 Asset Management, LLC 1.46% Reduce -0.3% 30,731 $8.9M
Sava Infond d.o.o. 1.39% Add +7.9% 30,725 $8.9M
HORAN Wealth, LLC 2.73% — 30,714 $8.9M
Indiana Trust & Investment Management Co 2.94% Add +1.0% 30,703 $8.9M
Brooks, Moore & Associates, Inc. 4.80% Add +0.4% 30,034 $8.9M
Hillsdale Investment Management Inc. 0.33% Add +368.5% 30,652 $8.9M
William B. Walkup & Associates, Inc. 5.22% Reduce -0.0% 30,579 $8.9M
Concorde Financial Corp 5.24% Add +0.2% 30,547 $8.9M
McBroom & Associates, LLC 5.06% No change 36,084 $8.9M
Cooper Capital Advisors LLC 8.54% Add +0.4% 30,522 $8.8M
Stamos Capital Partners, L.P. 1.59% Add +65.7% 30,505 $8.8M
Archford Capital Strategies, LLC 1.13% Add +13.5% 30,501 $8.8M
Hudson Edge Investment Partners Inc. 1.51% Add +2.3% 30,492 $8.8M
Ossiam 0.10% Reduce -6.1% 30,452 $8.8M
Stone Summit Wealth LLC 2.73% Reduce -1.1% 30,424 $8.8M
Patten Group, Inc. 1.86% Reduce -1.7% 30,358 $8.8M
Hoey Investments, Inc. 1.32% Reduce -8.6% 30,331 $8.8M
Addison Capital Co 3.05% Add +0.7% 30,298 $8.8M
Creegan & Nassoura Financial Group, LLC 5.71% Reduce -4.4% 30,249 $8.8M
MIdWestOne Financial Group, Inc. 1.14% Add +0.0% 30,240 $8.8M
Union Heritage Capital, LLC 3.05% No change 30,205 $8.8M
Nomura Holdings Inc. 0.07% Reduce -83.1% 30,180 $8.7M
Northwest Bancshares, Inc. 1.52% Reduce -2.0% 30,131 $8.7M
Kovack Advisors, Inc. 0.86% Reduce -1.4% 30,081 $8.7M
Drucker Wealth 3.0, LLC 1.68% Reduce -18.2% 30,797 $8.7M
Skylands Capital, LLC 1.26% Reduce -14.8% 30,055 $8.7M
Inspire Trust Co, N.A. 1.79% Add +20.0% 30,000 $8.7M
Allen Holding Inc. 0.86% No change 30,000 $8.7M
Kingswood Wealth Advisors, LLC 0.69% Add +1.1% 29,999 $8.7M
Ironwood Investment Counsel, LLC 1.34% Add +11.6% 29,993 $8.7M
Guyasuta Investment Advisors Inc. 0.53% Add +2.6% 29,982 $8.7M
Forte Capital LLC 0.93% Reduce -1.3% 29,974 $8.7M
R.m.sincerbeaux Capital Management LLC 4.90% No change 29,970 $8.7M
S-Bank Fund Management Ltd 1.28% Reduce -18.9% 29,962 $8.7M
Naviter Wealth, LLC 1.07% Add +2.4% 29,960 $8.7M
IFG Advisory, LLC 0.44% Add +0.8% 29,924 $8.7M
Kestra Investment Management, LLC 0.26% Reduce -60.1% 29,897 $8.7M
Exencial Wealth Advisors, LLC 0.30% Reduce -1.0% 29,821 $8.6M
Hall Capital Management Co. Inc. 3.65% Add +0.6% 29,800 $8.6M
HCR Wealth Advisors 1.02% Reduce -0.7% 29,791 $8.6M
Argyle Capital Management, LLC 3.13% Add +1.0% 29,779 $8.6M
Marietta Investment Partners LLC 1.89% Reduce -1.6% 29,735 $8.6M
Supplemental Annuity Collective Trust of NJ 2.43% No change 29,700 $8.6M
Arvest Investments, Inc. 1.30% Reduce -2.3% 29,690 $8.6M
Private Wealth Asset Management, LLC 1.14% Reduce -7.9% 29,687 $8.6M
Wealth Effects LLC 3.22% Add +1.2% 29,642 $8.6M
Financiere des Professionnels - Fonds d'investissement inc. 0.52% Reduce -0.3% 29,610 $8.6M
Oak Family Advisors, LLC 3.10% Add +51.7% 29,591 $8.6M
Enterprise Bank & Trust Co 3.20% Reduce -1.1% 29,540 $8.6M
Zevenbergen Capital Investments LLC 0.17% Reduce -0.7% 29,538 $8.6M
Comprehensive Financial Consultants Institutional, Inc. 2.80% Reduce -5.4% 29,397 $8.5M
Patient Capital Management, LLC 0.38% No change 29,383 $8.5M
Amarillo National Bank 1.58% Add +0.1% 29,300 $8.5M
Ahl Investment Management, Inc. 5.65% Reduce -7.7% 29,209 $8.5M
Lincoln Capital LLC 1.63% Reduce -0.6% 29,189 $8.5M
Gsa Capital Partners LLP 0.59% Add +714.0% 29,173 $8.5M
Ameritas Investment Partners, Inc. 0.27% Reduce -2.1% 29,173 $8.5M
Hayek Kallen Investment Management 2.87% Add +5.2% 29,146 $8.4M
Concord Asset Management, LLC 1.27% Add +8.9% 29,143 $8.4M
Concord Wealth Partners 1.23% Add +0.3% 29,143 $8.4M
Texas Bank & Trust Co 3.36% Add +0.5% 29,125 $8.4M
Guardian Wealth Advisors, LLC / NC 0.59% Add +4.9% 29,112 $8.4M
Shelter Mutual Insurance Co 1.95% No change 29,000 $8.4M
E Fund Management Co., Ltd. 0.40% Reduce -27.2% 28,999 $8.4M
Ami Investment Management Inc. 2.17% Reduce -5.1% 28,994 $8.4M
Holderness Investments Co. 1.81% Add +3.4% 28,975 $8.4M
Crystal Rock Capital Management 4.83% Add +12.7% 28,918 $8.4M
SeaBridge Investment Advisors LLC 1.56% Add +2.9% 28,873 $8.4M
Essex Bank 1.99% Reduce -1.4% 28,823 $8.4M
Hamilton Point Investment Advisors, LLC 1.38% Reduce -3.8% 28,818 $8.4M
Phillips Financial Management, LLC 0.61% Add +79.1% 28,921 $8.4M
Compton Wealth Advisory Group, LLC 2.11% Add +0.2% 28,772 $8.3M
Wright Investors Service Inc. 2.52% Add +0.2% 28,741 $8.3M
MTM Investment Management, LLC 2.79% Add +1.1% 28,698 $8.3M
Strategic Blueprint, LLC 0.41% Reduce -19.7% 28,685 $8.3M
Hengehold Capital Management LLC 0.76% Reduce -2.3% 28,633 $8.3M
Parisi Gray Wealth Management 2.38% Add +0.7% 28,619 $8.3M
Great Lakes Retirement, Inc. 0.98% Add +1.3% 28,611 $8.3M
Lauterbach Financial Advisors, LLC 4.56% Add +0.1% 28,606 $8.3M
Banco BTG Pactual S.A. 1.69% Reduce -31.1% 28,574 $8.3M
Simon Quick Advisors, LLC 0.42% Reduce -7.6% 28,523 $8.3M
Kayne Anderson Rudnick Investment Management LLC 0.02% Add +4.8% 28,501 $8.3M
Herold Advisors, Inc. 1.73% Reduce -6.5% 28,425 $8.2M
Hi-Line Capital Management, LLC 2.92% Reduce -0.4% 28,417 $8.2M
tru Independence LLC 2.38% Reduce -2.0% 28,417 $8.2M
Marino, Stram & Associates LLC 1.66% Add +1.3% 28,404 $8.2M
Cove Private Wealth, LLC 2.92% Add +20.5% 28,325 $8.2M
Hartford Financial Management Inc. 2.24% Reduce -46.6% 28,293 $8.2M
Red Cedar Investment Management, LLC 1.04% No change 28,289 $8.2M
Act Two Investors LLC 1.67% No change 28,287 $8.2M
Platform Technology Partners 2.14% Add +0.7% 28,245 $8.2M
Relyea Zuckerberg Hanson LLC 0.96% Add +23.5% 28,212 $8.2M
Berry Wealth Group, LP 5.72% Add +0.1% 28,210 $8.2M
MV Capital Management, Inc. 0.84% Reduce -1.8% 28,141 $8.2M
Manhattan West Asset Management, LLC 1.89% Reduce -23.4% 28,115 $8.2M
Evergreen Private Wealth LLC 3.41% Reduce -1.0% 28,080 $8.1M
Soundwatch Capital LLC 1.38% New 13,342 $8.1M
High Note Wealth, LLC 1.86% Add +0.1% 28,053 $8.1M
Scissortail Wealth Management, LLC 1.95% Add +1.7% 28,050 $8.1M
United Bank 3.11% Add +5.2% 28,014 $8.1M
Codex Capital Asset Management L.L.C. 3.25% No change 28,000 $8.1M
Alberta Investment Management Corp 0.07% Reduce -68.7% 28,000 $8.1M
Romano Brothers and Company 1.00% Reduce -0.6% 27,997 $8.1M
Peddock Capital Advisors, LLC 1.88% Reduce -0.3% 27,993 $8.1M
Founders Financial Alliance, LLC 1.84% Add +1.4% 27,895 $8.1M
Alta Capital Management LLC/ 0.46% Add +4.5% 27,878 $8.1M
Everett Harris & Co. 0.10% Add +5.4% 27,828 $8.1M
Little House Capital LLC 2.02% Reduce -16.1% 27,820 $8.1M
Family Legacy, Inc. 2.61% Reduce -5.0% 27,667 $8.0M
Bank of New Hampshire 1.99% Reduce -4.7% 27,625 $8.0M
SkyOak Wealth, LLC 1.61% Reduce -1.3% 27,623 $8.0M
Atlas Wealth LLC 3.95% Reduce -0.5% 27,524 $8.0M
Everhart Financial Group, Inc. 0.92% Add +5.1% 27,501 $8.0M
AdvisorNet Financial, Inc 0.51% Add +1.9% 27,475 $8.0M
Proficio Capital Partners LLC 0.50% Add +80.8% 27,466 $8.0M
Occidental Asset Management, LLC 1.10% Add +4.6% 27,445 $8.0M
CoreCap Advisors, LLC 0.32% Add +5.7% 27,404 $7.9M
RB Capital Management, LLC 1.88% Add +2.0% 27,396 $7.9M
Argent Advisors, Inc. 2.46% Reduce -6.8% 27,384 $7.9M
LJI Wealth Management, LLC 1.38% Reduce -1.1% 27,375 $7.9M
Cigna Investments Inc. 1.36% Reduce -3.3% 27,360 $7.9M
Kennedy Capital Management LLC 0.19% Reduce -14.6% 27,330 $7.9M
Agate Pass Investment Management, LLC 3.25% Reduce -1.0% 27,313 $7.9M
Charles Schwab Trust Co 0.59% Add +2.0% 27,191 $7.9M
Modus Advisors, LLC 2.34% Add +0.5% 27,191 $7.9M
Delta Capital Management LLC 4.46% No change 27,170 $7.9M
Triasima Portfolio Management inc. 1.44% Add +16.3% 27,154 $7.9M
Amica Mutual Insurance Co. 0.76% Add +28.4% 27,121 $7.9M
Sitrin Capital Management LLC 4.01% Reduce -8.9% 27,085 $7.9M
Stonebridge Financial Group, LLC 0.76% Reduce -2.0% 26,941 $7.8M
Caliber Wealth Management, LLC / KS 0.84% Add +1.1% 26,928 $7.8M
GeoWealth Management, LLC 0.30% Add +0.6% 26,923 $7.8M
McKinley Carter Wealth Services, Inc. 0.43% Add +3.7% 26,884 $7.8M
J. W. Coons Advisors, LLC 1.76% Add +0.9% 26,832 $7.8M
First PREMIER Bank 1.88% Add +0.2% 26,821 $7.8M
Investors Asset Management of Georgia Inc. /Ga/ 3.59% Reduce -1.2% 26,796 $7.8M
Capital Investment Advisory Services, LLC 0.63% Add +12.9% 26,726 $7.7M
MSH Capital Advisors LLC 2.23% Add +0.4% 26,725 $7.7M
Smithfield Trust Co 0.37% Reduce -0.7% 26,692 $7.7M
Consolidated Investment Group LLC 1.04% No change 26,702 $7.7M
Lineweaver Wealth Advisors, LLC 1.22% Add +5.9% 26,688 $7.7M
BNC Wealth Management, LLC 2.29% Add +2.4% 26,633 $7.7M
Mattern Wealth Management LLC 1.60% Reduce -1.1% 26,575 $7.7M
Strategic Financial Services, Inc. 0.41% Reduce -2.0% 26,520 $7.7M
Cherokee Insurance Co 3.35% No change 26,510 $7.7M
Palmer Knight Co 3.27% Reduce -20.2% 26,489 $7.7M
McRae Capital Management Inc. 1.57% Reduce -0.8% 26,452 $7.7M
Covenant Asset Management, LLC 1.57% Add +1.1% 26,425 $7.7M
Liberty Capital Management, Inc. 1.54% Add +0.5% 26,397 $7.7M
Arrow Financial Corp 0.80% Reduce -2.2% 26,321 $7.6M
Kensington Investment Counsel, LLC 3.26% Add +2.6% 26,228 $7.6M
Old Port Advisors 2.07% Reduce -0.3% 26,201 $7.6M
LVW Advisors, LLC 0.85% Reduce -2.2% 26,183 $7.6M
Bowman & Co S.C. 3.40% Add +1.0% 26,142 $7.6M
Uncommon Cents Investing LLC 2.03% Add +1.1% 26,128 $7.6M
Trifecta Capital Advisors, LLC 1.26% Add +9.3% 26,124 $7.6M
Integrated Investment Consultants, LLC 1.48% Reduce -12.6% 26,045 $7.6M
Mill Creek Capital Advisors, LLC 0.17% Reduce -3.3% 26,033 $7.5M
Broadleaf Partners, LLC 1.66% Add +91.7% 26,015 $7.5M
Silvant Capital Management LLC 0.28% No change 25,972 $7.5M
Argentarii, LLC 3.45% Reduce -0.6% 25,952 $7.5M
AssuredPartners Investment Advisors, LLC 1.84% Reduce -13.6% 25,902 $7.5M
Scott & Selber, Inc. 2.09% Add +0.1% 25,879 $7.5M
Lee Danner & Bass Inc. 0.58% Reduce -6.2% 25,865 $7.5M
CX Institutional 0.26% Add +5.0% 25,830 $7.5M
Am Investment Strategies LLC 1.76% Reduce -1.1% 25,786 $7.5M
Avaii Wealth Management, LLC 3.32% Add +29.9% 25,739 $7.5M
Jericho Financial, LLP 4.92% Reduce -1.4% 25,730 $7.5M
L. Roy Papp & Associates, LLP 0.89% No change 25,719 $7.5M
Monetary Management Group Inc. 1.83% Add +0.2% 25,649 $7.4M
Moloney Securities Asset Management, LLC 0.92% Add +14.0% 25,614 $7.4M
Investment Research & Advisory Group, Inc. 2.77% Add +0.6% 25,608 $7.4M
Premier Path Wealth Partners, LLC 1.03% Add +4.3% 25,508 $7.4M
RKL Wealth Management LLC 0.65% Add +0.1% 25,473 $7.4M
Bfsg, LLC 0.82% Reduce -0.8% 25,436 $7.4M
Saranac Partners Ltd 3.94% Reduce -1.1% 25,351 $7.3M
Nwam LLC 0.42% Add +23.4% 24,767 $7.3M
Midwest Professional Planners, LTD. 1.92% Add +0.7% 25,212 $7.3M
Rowlandmiller & Partners.adv 1.50% Add +0.1% 25,116 $7.3M
Trustco Bank Corp. N Y 7.12% Add +10.8% 25,091 $7.3M
Atlas Brown,Inc. 2.33% Add +0.6% 25,034 $7.3M
Roberts Wealth Advisors, LLC 2.08% Add +0.6% 25,012 $7.3M
Eos Management, L.P. 3.16% No change 25,000 $7.2M
Athena Investment Management 4.04% Reduce -1.1% 24,925 $7.2M
Peloton Wealth Strategists 2.97% Reduce -1.6% 24,925 $7.2M
Brentview Investment Management LLC 3.65% Reduce -1.8% 24,924 $7.2M
Ables, Iannone, Moore & Associates, Inc. 4.49% Reduce -2.4% 24,902 $7.2M
Citizens & Northern Corp. 1.93% Reduce -4.4% 24,901 $7.2M
Granite Bay Wealth Management, LLC 2.31% Reduce -0.2% 24,843 $7.2M
Dudley Capital Management, LLC 3.61% Reduce -0.1% 24,831 $7.2M
Steel Grove Capital Advisors, LLC 0.85% Reduce -7.5% 24,792 $7.2M
Mount Vernon Associates Inc. 5.19% Reduce -0.8% 24,772 $7.2M
Quantitative Investment Management, LLC 0.96% Add +161.6% 24,775 $7.2M
Baader Bank Aktiengesellschaft 0.62% Reduce -13.6% 25,090 $7.1M
Rosenblum Silverman Sutton S F Inc. 1.73% Add +0.1% 24,648 $7.1M
Cim Investment Management Inc. 1.36% Add +95.6% 26,916 $7.1M
Gilliland Jeter Wealth Management LLC 2.32% Reduce -0.8% 24,586 $7.1M
Walter Public Investments Inc. 1.21% Reduce -57.9% 24,547 $7.1M
Lee Johnson Capital Management, LLC 2.44% Add +36.0% 24,494 $7.1M
Malaga Cove Capital, LLC 2.79% Reduce -2.8% 24,478 $7.1M
Trust Point Inc. 0.67% Add +11.1% 24,421 $7.1M
Patrick M Sweeney & Associates, Inc. 4.87% Reduce -0.1% 23,917 $7.1M
Fragasso Financial Advisors Inc 0.48% Add +6.8% 24,348 $7.1M
Clarius Group, LLC 0.41% Reduce -1.6% 24,335 $7.1M
Aspiriant, LLC 0.22% Reduce -7.3% 24,330 $7.1M
SeaCrest Wealth Management, LLC 0.77% Reduce -16.4% 24,323 $7.1M
1834 Investment Advisors Co. 0.89% Reduce -0.5% 24,319 $7.1M
S&co Inc. 0.45% Reduce -0.5% 24,318 $7.0M
Sterling Investment Advisors, Ltd. 1.55% Add +1.2% 24,317 $7.0M
Gradient Capital Advisors, LLC 2.08% Add +1.0% 24,274 $7.0M
Sunbelt Securities, Inc. 0.62% Add +14.8% 29,349 $7.0M
Icon Advisers Inc. 1.62% No change 24,237 $7.0M
Winch Advisory Services, LLC 1.71% Reduce -0.5% 24,192 $7.0M
Greenfield Savings Bank 3.18% Add +0.4% 24,152 $7.0M
Harbor Advisors LLC 1.15% No change 24,148 $7.0M
OPTIMAS CAPITAL Ltd 7.37% Add +4.0% 24,100 $7.0M
Florida Financial Advisors, LLC 1.69% Add +143.2% 23,988 $7.0M
Shoker Investment Counsel, Inc. 2.18% Reduce -0.7% 24,037 $7.0M
Virginia Wealth Management Group, Inc. 4.23% Add +1.1% 24,023 $7.0M
Mine & Arao Wealth Creation & Management, LLC. 3.11% Reduce -0.3% 24,014 $7.0M
Mechanics Financial Corp 2.96% Add +0.3% 24,003 $7.0M
Bretton Capital Management, LLC 6.28% No change 24,000 $7.0M
Morton Community Bank 1.73% Add +0.3% 23,967 $6.9M
Ausdal Financial Partners, Inc. 0.46% Add +5.9% 23,965 $6.9M
Laird Norton Wetherby Trust Company, LLC 0.95% No change 23,890 $6.9M
Brandywine Oak Private Wealth LLC 0.64% Reduce -11.6% 23,882 $6.9M
Ethos Financial Group, LLC 0.60% Add +2.0% 23,875 $6.9M
Hudson Capital Management LLC 2.02% Reduce -0.7% 23,764 $6.9M
Blue Edge Capital, LLC 1.02% Add +0.2% 23,763 $6.9M
Portfolio Design Labs, LLC 1.35% Add +36.8% 23,758 $6.9M
Pavion Blue Capital, LLC 3.06% Add +3.6% 23,746 $6.9M
Connecticut Wealth Management, LLC 0.33% Reduce -0.2% 23,671 $6.9M
Symphony Financial, Ltd. Co. 0.90% Add +207.7% 26,836 $6.9M
Novem Group 0.87% Add +0.1% 23,621 $6.8M
Formidable Asset Management, LLC 1.15% Reduce -0.2% 27,905 $6.8M
Nicolet Bankshares Inc. 1.18% Add +3.9% 23,566 $6.8M
VeraBank, N.A. 1.37% Add +15.2% 23,515 $6.8M
Monetta Financial Services Inc. 4.95% No change 23,500 $6.8M
AlphaStar Capital Management, LLC 0.48% Add +2.6% 23,442 $6.8M
Signature Estate & Investment Advisors LLC 0.16% Add +8.9% 23,416 $6.8M
TRUE Private Wealth Advisors 0.76% Reduce -4.0% 23,354 $6.8M
Arlington Financial Advisors, LLC 1.11% Reduce -6.7% 23,351 $6.8M
Signet Investment Advisory Group, Inc. 3.47% Reduce -0.4% 23,327 $6.8M
Pensionfund Sabic 1.91% Add +1.8% 23,300 $6.8M
Hohimer Wealth Management, LLC 1.21% Reduce -1.7% 23,281 $6.7M
Rockport Wealth LLC 1.56% New 23,244 $6.7M
Key Financial Inc 1.36% Reduce -0.1% 23,233 $6.7M
Dover Advisors, LLC 2.96% Reduce -12.5% 23,176 $6.7M
Midland Wealth Advisors, LLC 0.37% Reduce -1.1% 23,171 $6.7M
Bank of Stockton 1.99% Reduce -1.0% 23,014 $6.7M
Enhancing Capital LLC 5.08% No change 23,000 $6.7M
Leelyn Smith, LLC 1.09% Reduce -2.6% 22,982 $6.7M
West Michigan Advisors, LLC 1.88% Add +1.7% 22,980 $6.7M
O'ROURKE & COMPANY, Inc 3.11% Reduce -1.4% 22,963 $6.7M
Mainstay Capital Management LLC 0.33% Add +100.2% 22,918 $6.6M
Perkins Coie Trust Co 1.13% Reduce -0.5% 22,897 $6.6M
Agp Franklin, LLC 3.51% Add +1.3% 22,882 $6.6M
K.J. Harrison & Partners Inc 1.10% Reduce -36.3% 22,835 $6.6M
Nichols & Pratt Advisers LLP 0.44% Add +2.9% 22,797 $6.6M
Waldron Private Wealth LLC 0.29% Reduce -3.0% 22,796 $6.6M
Grandfield & Dodd, LLC 0.39% Add +2.1% 22,746 $6.6M
NCM Capital Management, LLC 2.70% Add +0.2% 22,710 $6.6M
SOA Wealth Advisors, LLC. 1.20% Reduce -1.6% 43,706 $6.6M
Triangle Securities Wealth Management 1.61% Reduce -14.1% 22,631 $6.6M
Cornerstone Wealth Management, LLC 0.40% Reduce -0.3% 22,612 $6.6M
Cohen Investment Advisors LLC 3.42% Add +1.7% 22,612 $6.6M
Kentucky Trust Co 3.76% Reduce -0.5% 22,597 $6.6M
Hunter Perkins Capital Management, LLC 1.56% Add +0.2% 22,594 $6.5M
TigerOak Management, L.L.C. 2.24% Add +4.5% 22,591 $6.5M
Second Line Capital, LLC 1.52% Add +1.3% 22,591 $6.5M
ExodusPoint Capital Management, LP 0.08% Reduce -83.9% 22,572 $6.5M
Slagle Financial, LLC 2.63% Add +2.8% 22,550 $6.5M
Columbia Bank 1.99% Reduce -4.6% 23,109 $6.5M
IMA Advisory Services, Inc. 0.70% Add +1.0% 22,496 $6.5M
Apella Capital, LLC 0.18% Add +75.5% 22,284 $6.5M
Regatta Capital Group, LLC 1.12% Add +1.3% 22,424 $6.5M
Ramirez Asset Management, Inc. 0.98% Add +46.1% 22,415 $6.5M
Wynn Capital, LLC 3.46% Reduce -0.8% 22,392 $6.5M
Family Manage LLC 0.99% Reduce -0.7% 22,375 $6.5M
Chilton Investment Co. Inc. 0.14% Add +12.1% 22,355 $6.5M
Intrepid Financial Planning Group LLC 2.72% Add +0.4% 22,351 $6.5M
Peachtree Investment Partners, LLC 2.47% Add +11.4% 22,323 $6.5M
Sheets Smith Wealth Management 0.76% Reduce -0.3% 22,313 $6.5M
WealthPLAN Partners, LLC 1.04% Reduce -12.1% 22,195 $6.4M
Adirondack Trust Co. 2.33% Reduce -0.4% 22,170 $6.4M
Legacy CG, LLC 1.91% Reduce -1.5% 22,141 $6.4M
WD Rutherford LLC 2.95% Reduce -3.3% 22,134 $6.4M
Curbstone Financial Management Corp 1.32% Add +1.9% 22,118 $6.4M
Advisors Management Group Inc. 1.21% Reduce -1.7% 22,113 $6.4M
X-Square Capital, LLC 2.30% Reduce -0.5% 22,100 $6.4M
JT Stratford LLC 0.97% Add +1.3% 22,072 $6.4M
Mountain Pacific Investment Advisers LLC 0.46% Reduce -3.5% 22,057 $6.4M
Butensky & Cohen Financial Security, Inc. 1.90% Reduce -4.4% 22,035 $6.4M
Mathes Company, Inc. 2.38% Reduce -5.0% 22,011 $6.4M
Monarch Capital Management Inc. 1.71% Reduce -2.4% 22,000 $6.4M
Bright Rock Capital Management, LLC 1.29% No change 22,000 $6.4M
Cassaday & Co Wealth Management LLC 0.16% Add +1.0% 21,975 $6.4M
Beaton Management Co. Inc. 3.11% No change 21,967 $6.4M
Royal Capital Wealth Management, LLC 4.23% Add +0.0% 21,946 $6.4M
Norway Savings Bank 3.26% Reduce -0.8% 21,920 $6.4M
Studio Investment Management LLC 1.28% Reduce -1.5% 21,916 $6.4M
Spirit of America Management Corp. 1.32% No change 21,892 $6.3M
Eagle Capital Management, LLC 2.79% Add +0.0% 21,857 $6.3M
Hudock, Inc. 1.02% Add +0.1% 21,808 $6.3M
Altrius Capital Management Inc 1.48% Reduce -1.8% 21,807 $6.3M
Brown, Lisle/Cummings, Inc. 1.68% Add +1.4% 21,788 $6.3M
Blume Capital Management, Inc. 1.28% Reduce -1.1% 21,744 $6.3M
InvesTrust 2.43% Reduce -47.6% 21,739 $6.3M
Pinkerton Wealth, LLC 0.75% Reduce -2.2% 21,725 $6.3M
Diversified Enterprises, LLC 0.47% Reduce -1.2% 21,713 $6.3M
Valley Wealth Managers, Inc. 0.45% Reduce -1.5% 21,706 $6.3M
Consolidated Capital Management, LLC 2.27% Add +2.9% 21,695 $6.3M
Seascape Capital Management 1.98% Reduce -4.1% 21,676 $6.3M
SBI Securities Co., Ltd. 0.18% Reduce -7.2% 21,646 $6.3M
Aaron Wealth Advisors LLC 0.64% Add +7.1% 21,619 $6.3M
Brooklyn Investment Group 0.82% Add +89.2% 48,266 $6.2M
River Street Advisors LLC 2.69% Add +1.2% 21,505 $6.2M
Pine Ridge Advisers LLC 0.40% No change 21,500 $6.2M
LOM Asset Management Ltd 2.11% — 21,482 $6.2M
Abacus Planning Group, Inc. 0.92% Reduce -0.4% 21,414 $6.2M
Kera Capital Partners, Inc. 1.22% Add +7.7% 21,388 $6.2M
OneAscent Financial Services LLC 0.44% Add +6.0% 21,321 $6.2M
Souders Financial Advisors 0.79% Reduce -6.0% 21,320 $6.2M
Marathon Capital Management 1.58% Reduce -1.9% 21,276 $6.2M
Vista Investment Management 2.29% Reduce -0.6% 21,269 $6.2M
Gables Capital Management Inc. 2.91% Reduce -4.3% 21,236 $6.2M
Coastline Trust Co 0.70% Reduce -1.2% 21,225 $6.2M
Wittenberg Investment Management, Inc. 2.70% Reduce -3.2% 21,220 $6.2M
MUFG Securities EMEA plc 0.28% Add +63.2% 21,212 $6.1M
Carnegie Lake Advisors LLC 2.43% Reduce -1.3% 21,174 $6.1M
Finer Wealth Management, Inc. 3.28% Add +1.7% 21,137 $6.1M
Wakefield Asset Management LLLP 1.71% Reduce -1.6% 21,106 $6.1M
First Pacific Financial 0.90% Add +530.2% 21,104 $6.1M
Sycomore Asset Management 0.95% No change 29,164 $6.1M
Trinity Legacy Partners, LLC 1.49% Add +0.6% 21,394 $6.1M
Pacifica Partners Inc. 2.48% Reduce -1.5% 21,276 $6.1M
Mather Group, Llc. 0.07% Add +0.4% 20,997 $6.1M
Bison Wealth, LLC 0.48% Add +11.4% 21,176 $6.1M
Knott David M Jr 2.76% No change 20,985 $6.1M
Fire Capital Management LLC 3.86% Add +0.1% 20,966 $6.1M
Pines Wealth Management, LLC 2.15% Add +2.3% 20,525 $6.1M
EPG Wealth Management LLC 1.82% Reduce -10.7% 20,946 $6.1M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.78% Reduce -18.1% 20,930 $6.1M
Connable Office Inc. 0.60% Reduce -3.9% 20,910 $6.1M
Hamel Associates, Inc. 2.05% Reduce -5.1% 20,902 $6.1M
CenterBook Partners LP 0.34% New 20,900 $6.1M
Norden Group LLC 0.66% Reduce -1.3% 20,892 $6.1M
QV Investors Inc. 0.59% Add +0.7% 20,835 $6.0M
Banco de Sabadell, S.A 4.18% Reduce -0.1% 20,825 $6.0M
Providence Wealth Advisors, LLC 4.14% Add +0.7% 20,900 $6.0M
SOL Capital Management CO 0.58% Reduce -0.9% 20,794 $6.0M
Bell Bank 0.28% Add +10.9% 20,785 $6.0M
Andrew Hill Investment Advisors, Inc. 4.84% Reduce -0.1% 20,760 $6.0M
SGL Investment Advisors, Inc. 2.90% Add +1.3% 21,263 $6.0M
Sax Wealth Advisors, LLC 0.36% Add +7.4% 20,729 $6.0M
Howard Capital Management, LLC 0.09% Reduce -7.0% 20,727 $6.0M
Zullo Investment Group, Inc. 2.44% Add +0.3% 20,718 $6.0M
Accredited Investors Inc. 0.35% Add +0.6% 20,705 $6.0M
Main Street Financial Solutions, LLC 0.44% Add +22.6% 20,686 $6.0M
Klingman & Associates, LLC 0.33% Add +6.8% 20,662 $6.0M
Van Eck Associates Corp. 0.01% Reduce -3.2% 20,579 $6.0M
Catalyst Financial Partners LLC 0.65% Add +2.3% 20,536 $6.0M
Town & Country Bank & Trust CO dba First Bankers Trust CO 2.20% Add +24.1% 20,531 $6.0M
Beaumont Financial Advisors, LLC 0.43% Reduce -1.5% 20,511 $5.9M
Wilkins Investment Counsel Inc. 0.84% Reduce -5.0% 20,485 $5.9M
Newman Dignan & Sheerar, Inc. 1.36% Reduce -7.2% 20,399 $5.9M
Massachusetts Wealth Management 3.33% Reduce -2.1% 20,379 $5.9M
Strategic Investment Advisors / MI 0.57% Reduce -5.2% 20,354 $5.9M
Trinity Financial Advisors LLC 1.80% Reduce -0.1% 20,270 $5.9M
Itau Unibanco Holding S.A. 0.22% Reduce -0.7% 20,255 $5.9M
Advisor OS, LLC 0.58% Add +0.2% 20,252 $5.9M
Waterloo Capital, L.P. 0.47% Add +12.7% 20,220 $5.9M
Tounjian Advisory Partners, LLC 1.13% Reduce -1.8% 23,844 $5.8M
Acropolis Investment Management, LLC 0.32% Add +0.2% 20,153 $5.8M
Central Valley Advisors, LLC 1.99% Reduce -1.7% 20,132 $5.8M
StrongBox Wealth, LLC 2.21% Add +4.4% 20,107 $5.8M
Alps Advisors Inc. 0.03% Reduce -3.0% 20,067 $5.8M
St. Louis Trust Co 0.77% No change 20,051 $5.8M
Goldstone Financial Group, LLC 0.77% Add +3.9% 19,622 $5.8M
Resurgent Financial Advisors LLC 3.20% Add +2.5% 20,015 $5.8M
Liberty One Investment Management, LLC 0.59% Reduce -11.1% 20,013 $5.8M
Pinnacle Bancorp, Inc. 1.79% Reduce -1.4% 20,011 $5.8M
Nicholas Investment Partners, LP 0.58% No change 19,967 $5.8M
Shaker Investments LLC 2.36% Add +45.5% 19,925 $5.8M
DeDora Capital, Inc. 1.50% Reduce -2.4% 19,845 $5.8M
Headinvest, LLC 1.22% Reduce -22.9% 19,829 $5.7M
Avidian Wealth Enterprises, LLC 0.23% Reduce -0.7% 19,826 $5.7M
Edgewood Management LLC 0.02% Reduce -0.7% 19,776 $5.7M
West Oak Capital, LLC 2.88% Reduce -0.1% 19,752 $5.7M
Joseph Group Capital Management 1.92% Reduce -7.7% 19,718 $5.7M
Wasatch Advisors LP 0.03% No change 19,684 $5.7M
Philadelphia Financial Management of San Francisco, LLC 1.26% New 19,672 $5.7M
Altfest L J & Co. Inc. 0.67% Reduce -0.7% 19,668 $5.7M
Financial Engines Advisors L.L.C. 0.01% Add +19.0% 19,633 $5.7M
Moneco Advisors, LLC 0.53% Add +9.5% 19,594 $5.7M
Intellectus Partners, LLC 1.23% Add +0.1% 19,563 $5.7M
Farmers & Merchants Trust Co of Chambersburg PA 1.77% Add +0.1% 19,506 $5.7M
Kampmann Melissa S. 4.25% Reduce -2.2% 19,501 $5.7M
Keel Point, LLC 0.37% Add +9.2% 19,478 $5.6M
Tyche Wealth Partners LLC 1.13% Add +1.2% 19,475 $5.6M
Impact Capital Partners LLC 1.85% Add +12.8% 19,460 $5.6M
Zhang Financial LLC 0.26% Add +0.0% 19,442 $5.6M
Evelyn Partners Investment Management Services Ltd 0.85% Add +5.8% 19,421 $5.6M
Gold Investment Management Ltd. 2.12% Add +1.4% 19,382 $5.6M
FCG Investment Co 2.93% Add +1.3% 19,398 $5.6M
Cobblestone Capital Advisors LLC 0.29% Add +8.1% 19,360 $5.6M
White Pine Capital LLC 1.78% Add +0.9% 19,360 $5.6M
Nvest Financial, LLC 2.92% Add +1.5% 19,347 $5.6M
Cliftonlarsonallen Wealth Advisors, LLC 0.09% Add +34.3% 19,340 $5.6M
Huber Capital Management LLC 0.95% No change 19,333 $5.6M
Segment Wealth Management, LLC 0.36% Add +1.1% 19,323 $5.6M
Northcape Wealth Management, LLC 1.71% Reduce -2.3% 19,322 $5.6M
Ritter Daniher Financial Advisory LLC / DE 1.37% Add +0.5% 19,309 $5.6M
Fairfield, Bush & Co. 3.16% Reduce -1.8% 19,296 $5.6M
Harvey Investment Co. LLC 0.61% No change 19,266 $5.6M
Financial Advisory Partners, LLC 1.76% Reduce -5.4% 19,263 $5.6M
Evermay Wealth Management LLC 0.69% Reduce -1.1% 19,225 $5.6M
Doliver Advisors, LP 1.52% Reduce -7.0% 19,200 $5.6M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.61% Reduce -21.4% 19,190 $5.6M
Ameritas Advisory Services, LLC 0.29% Reduce -44.9% 19,178 $5.6M
Violich Capital Management, Inc. 0.78% Reduce -5.4% 19,175 $5.6M
Princeton Capital Management LLC 1.65% Add +0.6% 19,113 $5.5M
Long Run Wealth Advisors, LLC 1.16% Reduce -12.3% 19,110 $5.5M
Moseley Investment Management Inc. 1.91% Add +2.1% 19,107 $5.5M
Piscataqua Savings Bank 4.62% Reduce -0.9% 19,072 $5.5M
Chesapeake Asset Management LLC 5.02% Reduce -0.7% 19,053 $5.5M
RPg Family Wealth Advisory, LLC 1.47% New 19,050 $5.5M
Group One Trading LLC 0.18% New 19,035 $5.5M
Tranquility Partners, LLC 1.97% Reduce -0.3% 19,034 $5.5M
Prudent Man Advisors, LLC 1.75% Add +11.0% 19,019 $5.5M
Huntleigh Advisors, Inc. 1.06% Add +0.7% 19,015 $5.5M
Mitsubishi UFJ Asset Management (UK) Ltd. 2.87% Reduce -9.5% 19,000 $5.5M
Marest Capital, LLC 4.28% Add +11.4% 18,989 $5.5M
Generali Investments, Management Co LLC 1.24% Add +0.9% 18,991 $5.5M
Fischer Financial Services, Inc. 1.62% Reduce -1.9% 18,989 $5.5M
Miller Investment Management, LP 0.58% No change 18,935 $5.5M
Permanens Capital L.P. 0.75% Add +12.5% 18,876 $5.5M
Wisconsin Capital Management LLC 3.02% New 18,861 $5.5M
Bank Ozk 2.10% Reduce -2.8% 18,849 $5.5M
Canton Hathaway, LLC 1.11% No change 18,839 $5.5M
Spirepoint Private Client, LLC 0.62% Reduce -2.3% 18,824 $5.5M
Benin Management CORP 1.42% Add +7.1% 18,803 $5.5M
BOK Financial Private Wealth, Inc. 0.36% Reduce -11.0% 18,788 $5.4M
Schwarz Dygos Wheeler Investment Advisors LLC 1.24% No change 18,784 $5.4M
180 Wealth Advisors, LLC 0.76% Reduce -1.5% 18,734 $5.4M
Aljian Capital Management, LLC 1.19% Reduce -1.9% 18,686 $5.4M
TTP Investments, Inc. 1.78% Add +0.1% 18,685 $5.4M
Processus Wealth & Capital Management, LLC 4.28% Add +1.5% 18,668 $5.4M
Sculati Wealth Management, LLC 2.03% Reduce -2.3% 18,651 $5.4M
KKM Financial LLC 1.88% Add +26.7% 18,645 $5.4M
Virtu Financial LLC 0.28% New 18,567 $5.4M
Leisure Capital Management 2.03% Reduce -1.7% 18,547 $5.4M
Winthrop Advisory Group LLC 0.52% Add +5.2% 18,507 $5.4M
Schonfeld Strategic Advisors LLC 0.04% Add +62.7% 18,474 $5.4M
Aureus Asset Management, LLC 0.34% Reduce -0.4% 18,440 $5.3M
Voya Financial Advisors, Inc. 0.54% Reduce -12.7% 18,547 $5.3M
Hedeker Wealth, LLC 1.24% Reduce -0.6% 18,359 $5.3M
Capital City Trust Co. 1.38% Add +7.1% 18,336 $5.3M
Missouri Trust & Investment Co 1.74% Reduce -0.5% 18,332 $5.3M
BCGM Wealth Management, LLC 1.49% Reduce -0.4% 18,250 $5.3M
Graybill Wealth Management, LTD. 1.72% Add +0.8% 18,200 $5.3M
Guerra Pan Advisors, LLC 3.48% Add +1.8% 18,186 $5.3M
Blueprint Investment Partners LLC 0.94% Reduce -23.6% 18,181 $5.3M
Smith, Moore & Co. 0.44% Add +5.2% 18,172 $5.3M
Opinicus Capital, Inc. 4.00% Reduce -0.1% 18,157 $5.3M
KPP Advisory Services LLC 0.87% Add +6.5% 18,131 $5.3M
Archer Investment Corp 1.25% Add +0.3% 18,118 $5.3M
Continuum Advisory, LLC 0.63% Add +5.1% 18,101 $5.2M
Investment Partners, LTD. 1.99% Reduce -9.5% 18,093 $5.2M
Oak Asset Management, LLC 1.88% Reduce -0.4% 18,088 $5.2M
Good Life Advisors, LLC 0.33% Add +0.0% 18,075 $5.2M
Watts Gwilliam & Co., LLC 0.86% Reduce -1.3% 16,711 $5.2M
Quadcap Wealth Management, LLC 0.66% Reduce -0.1% 18,026 $5.2M
3Chopt Investment Partners, LLC 1.25% Reduce -0.4% 17,993 $5.2M
United Advisor Group, LLC 0.90% Add +7.0% 17,939 $5.2M
Eclectic Associates Inc. 1.13% Add +9.2% 17,934 $5.2M
Mayflower Financial Advisors, LLC 0.72% Reduce -3.8% 17,916 $5.2M
Forza Wealth Management, LLC 2.13% Reduce -0.2% 17,907 $5.2M
True North Advisors, LLC 0.99% Reduce -13.3% 17,904 $5.2M
Aspen Investment Management Inc 2.18% Reduce -0.2% 17,898 $5.2M
L.M. Kohn & Company 1.40% Reduce -2.6% 17,895 $5.2M
Certified Advisory Corp 0.54% Reduce -17.3% 17,889 $5.2M
Atlantic Edge Private Wealth Management, LLC 1.42% Reduce -0.4% 17,867 $5.2M
Investment Advisory Services Inc. /TX 1.73% Add +1.6% 17,862 $5.2M
Sweeney & Michel, LLC 1.84% Reduce -1.0% 18,050 $5.2M
Affinity Wealth Management LLC 0.83% Reduce -0.1% 17,856 $5.2M
Angeles Wealth Management, LLC 0.35% Reduce -0.7% 17,854 $5.2M
XTX Topco Ltd 0.21% New 17,842 $5.2M
Raab & Moskowitz Asset Management LLC 1.23% Reduce -7.0% 17,837 $5.2M
NWF Advisory Services Inc. 0.62% Add +13.6% 17,826 $5.2M
IPG Investment Advisors LLC 1.01% Reduce -4.9% 17,812 $5.2M
Gerber Kawasaki Wealth & Investment Management 0.20% Add +9.1% 17,801 $5.2M
Tiemann Investment Advisors, LLC 2.11% No change 17,768 $5.2M
Gilder Gagnon Howe & Co. LLC 0.05% Reduce -14.7% 17,745 $5.1M
Castle Rock Wealth Management, LLC 1.20% Add +52.8% 17,607 $5.1M
Home Federal Bank of Tennessee 1.46% No change 17,708 $5.1M
LRI Investments, LLC 0.44% Add +0.3% 40,608 $5.1M
Northstar Advisory Group, LLC 2.50% Add +155.7% 17,702 $5.1M
First United Bank & Trust 1.79% Reduce -1.2% 17,684 $5.1M
Marvin & Palmer Associates Inc. 4.39% Add +38.1% 17,672 $5.1M
Brookmont Capital Management 2.94% Reduce -15.5% 17,665 $5.1M
Alpine Bank Wealth Management 0.77% Reduce -0.7% 17,649 $5.1M
WP Advisors, LLC 1.40% Add +2.3% 17,596 $5.1M
Transatlantique Private Wealth LLC 1.88% Reduce -6.5% 17,591 $5.1M
Viewpoint Investment Partners Corp. 2.79% Add +134.7% 17,590 $5.1M
Wealth Alliance, LLC 0.57% Add +4.3% 17,560 $5.1M
Hudson Value Partners, LLC 1.76% Add +14.4% 17,557 $5.1M
Bank Hapoalim BM 0.72% Reduce -8.3% 17,527 $5.1M
Worth Financial Advisory Group, LLC 3.11% Add +0.4% 17,488 $5.1M
Mirabella Financial Services LLP 0.55% Reduce -71.4% 17,402 $5.1M
Mattson Financial Services, LLC 1.36% Add +1.5% 17,442 $5.1M
Buckhead Capital Management LLC 1.95% Reduce -40.9% 17,417 $5.0M
Calydon Capital 0.49% Add +144.1% 17,399 $5.0M
Valley Brook Capital Group, Inc. 3.77% Add +0.9% 17,395 $5.0M
Denali Advisors LLC 0.52% Reduce -4.4% 17,370 $5.0M
Snider Financial Group 1.45% Reduce -0.5% 17,364 $5.0M
Convergence Investment Partners, LLC 1.27% Add +7.8% 17,345 $5.0M
BKM Wealth Management, LLC 1.96% Add +0.2% 17,331 $5.0M
O'Dell Group, LLC 1.25% Reduce -0.2% 17,306 $5.0M
Game Plan Financial Advisors, LLC 2.20% Add +3.1% 17,305 $5.0M
MeadowBrook Investment Advisors LLC 4.55% Reduce -1.4% 17,265 $5.0M
Aries Wealth Management 1.31% Reduce -6.5% 17,239 $5.0M
Algert Global LLC 0.10% Reduce -3.6% 17,235 $5.0M
Magnolia Capital Advisors LLC 1.26% Reduce -3.3% 17,221 $5.0M
Hanson & Doremus Investment Management 0.67% Reduce -20.0% 17,174 $5.0M
Aprio Wealth Management, LLC 0.56% Add +3.7% 17,143 $5.0M
Portside Wealth Group, LLC 0.74% Add +2.8% 17,141 $5.0M
Kesler, Norman & Wride, LLC 0.88% Add +2.1% 17,139 $5.0M
Invera Wealth Advisors, LLC 3.23% Reduce -1.2% 17,060 $4.9M
Center for Financial Planning, Inc. 0.57% Reduce -1.4% 17,011 $4.9M
Park Place Capital Corp 1.12% Add +13.8% 16,981 $4.9M
Tairen Capital Ltd 0.50% Reduce -71.2% 17,000 $4.9M
Cetera Trust Company, N.A 2.94% Reduce -0.7% 16,994 $4.9M
Commonwealth Financial Services, LLC 0.95% Add +0.5% 16,962 $4.9M
Hartford Funds Management Co LLC 0.42% Reduce -2.0% 16,921 $4.9M
Crowley Wealth Management, Inc. 4.47% Reduce -3.6% 16,922 $4.9M
Glen Eagle Advisors, LLC 0.75% Reduce -4.0% 16,915 $4.9M
Boltwood Capital Management 1.39% Add +2.9% 16,913 $4.9M
Manchester Capital Management LLC 0.64% Reduce -3.2% 16,907 $4.9M
Wills Financial Group LLC 2.13% Add +0.4% 16,901 $4.9M
Analyst IMS Investment Management Services Ltd. 0.17% Add +2.7% 16,885 $4.9M
Morangie Management LLC 4.24% Add +28.7% 16,876 $4.9M
Bull Street Advisors, LLC 2.35% Reduce -0.7% 16,826 $4.9M
Sawyer & Company, Inc 1.64% Reduce -4.6% 14,882 $4.9M
Antonelli Financial Advisors, LLC 3.51% Reduce -0.1% 16,794 $4.9M
Arbor Trust Wealth Advisors, LLC 2.38% Reduce -8.6% 16,762 $4.9M
Central Bank & Trust Co. 0.79% Reduce -2.9% 16,759 $4.9M
Delta Accumulation, LLC 10.30% Add +575000.0% 23,004 $4.9M
Outfitters Financial LLC 4.13% Reduce -2.5% 16,712 $4.8M
Vision Financial Markets LLC 4.56% Add +0.0% 16,699 $4.8M
Searle & Co. 1.37% Reduce -0.1% 16,671 $4.8M
Counterweight Ventures, LLC 3.16% Add +3.5% 16,669 $4.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.67% Add +0.2% 16,638 $4.8M
Central Pacific Bank - Trust Division 0.64% Reduce -0.7% 16,638 $4.8M
Cornell Pochily Investment Advisors, Inc. 1.58% Add +3.1% 16,631 $4.8M
Van Cleef Asset Management,Inc 0.52% Reduce -1.3% 16,620 $4.8M
Moser Wealth Advisors, LLC 2.31% Add +1.2% 16,582 $4.8M
Krilogy Financial LLC 0.28% Add +3.7% 16,567 $4.8M
Burke & Herbert Bank & Trust Co. 1.07% Add +1.8% 16,531 $4.8M
KP Management LLC 1.94% No change 16,527 $4.8M
BlackDiamond Wealth Management, LLC 2.76% Add +81.5% 16,440 $4.8M
Register Financial Advisors LLC 2.08% Reduce -5.5% 16,468 $4.8M
Tandem Capital Management Corp. 2.41% Reduce -0.9% 16,440 $4.8M
Sawgrass Asset Management LLC 0.54% Reduce -4.5% 16,433 $4.8M
Pinnacle Wealth Planning Services, Inc. 0.62% Add +0.3% 16,380 $4.7M
Optas, LLC 0.90% Reduce -0.8% 16,313 $4.7M
Condor Capital Management 0.41% Reduce -1.2% 16,298 $4.7M
Enterprise Financial Services Corp 2.52% Add +1.7% 16,258 $4.7M
Peterson Wealth Management 2.79% New 16,245 $4.7M
Crews Bank & Trust 0.74% Add +0.2% 16,231 $4.7M
iSAM Funds (UK) Ltd 1.03% Add +242.3% 16,226 $4.7M
Zions Bancorporation, National Association 0.25% Add +1.8% 16,222 $4.7M
Raelipskie Partnership 2.15% Reduce -10.3% 16,178 $4.7M
Institute for Wealth Management, LLC. 0.52% Add +1.4% 16,115 $4.7M
First City Capital Management, Inc. 2.70% Reduce -1.0% 16,110 $4.7M
Rydar Equities, Inc. 3.69% — 16,083 $4.7M
Lafayette Investments, Inc. 0.94% Add +12.8% 16,046 $4.7M
CFS Investment Advisory Services, LLC 0.38% Add +1.7% 15,959 $4.6M
FLC Capital Advisors 0.96% Reduce -2.8% 15,957 $4.6M
Trivant Custom Portfolio Group, LLC 2.55% Reduce -0.7% 15,930 $4.6M
KLCM Advisors, Inc. 0.49% Add +0.6% 15,927 $4.6M
JPL Wealth Management, LLC 1.25% Reduce -0.3% 15,920 $4.6M
Jessup Wealth Management, Inc 1.85% Add +0.3% 15,871 $4.6M
TOWER TRUST & INVESTMENT Co 3.27% Add +1.9% 15,870 $4.6M
Dillon & Associates Inc. 0.62% Reduce -1.0% 15,824 $4.6M
Aster Capital Management (DIFC) Ltd 1.04% New 15,769 $4.6M
Ameliora Wealth Management Ltd. 1.63% Reduce -31.5% 15,764 $4.6M
Cynosure Group, LLC 0.52% Add +2.8% 15,707 $4.6M
Clear Creek Financial Management, LLC 0.43% Add +1.9% 15,691 $4.5M
Crescent Sterling, Ltd. 5.09% Reduce -9.7% 15,685 $4.5M
FSB Premier Wealth Management, Inc. 1.62% Add +13.1% 15,660 $4.5M
Ranch Capital Advisors Inc. 1.97% Add +4.2% 15,659 $4.5M
Orleans Capital Management Corp. 2.41% Add +12.4% 15,638 $4.5M
Cerro Pacific Wealth Advisors LLC 1.26% Reduce -1.6% 15,632 $4.5M
Tradition Wealth Management, LLC 0.36% Add +15.7% 15,619 $4.5M
Ceeto Capital Group, LLC 1.57% Reduce -2.6% 15,613 $4.5M
FSM Wealth Advisors, LLC 0.73% Add +41.8% 15,462 $4.5M
LS Investment Advisors, LLC 0.66% Add +2.6% 15,560 $4.5M
GoalVest Advisory LLC 1.11% Add +2.3% 15,526 $4.5M
Delta Financial Advisors LLC 1.58% Reduce -1.8% 15,516 $4.5M
Ullmann Wealth Partners Group, LLC 0.53% Add +1.2% 15,504 $4.5M
TBH Global Asset Management, LLC 0.96% Reduce -29.1% 15,502 $4.5M
Convergence Financial, LLC 0.77% Add +0.1% 15,481 $4.5M
Purus Wealth Management, LLC 1.56% Add +16.4% 15,467 $4.5M
Nvwm, LLC 1.08% Add +1.6% 15,462 $4.5M
CNB Bank 2.12% Reduce -6.2% 15,443 $4.5M
Chatham Capital Group, Inc. 0.68% No change 15,435 $4.5M
Dumont & Blake Investment Advisors LLC 1.17% Reduce -0.1% 15,415 $4.5M
Martin & Co. Inc. 0.82% Reduce -0.4% 15,404 $4.5M
MJP Associates Inc. 0.66% Add +2.4% 15,376 $4.5M
Natural Investments, LLC 1.15% Reduce -2.6% 15,358 $4.5M
Hicks Capital Management LLC 7.04% Add +2.4% 15,347 $4.4M
Holistic Financial Partners 1.95% Reduce -1.1% 15,344 $4.4M
Weaver Capital Management LLC 1.09% Reduce -1.0% 15,329 $4.4M
Argus Investors' Counsel, Inc. 3.15% Reduce -13.0% 15,329 $4.4M
Chung Wu Investment Group, LLC 4.63% No change 15,317 $4.4M
Founders Financial Securities LLC 0.34% Reduce -0.6% 15,309 $4.4M
Alteri Wealth LLC 1.72% Add +2.9% 15,280 $4.4M
PEAK6 LLC 0.15% Add +508533.3% 15,259 $4.4M
Integrity Financial Corp 2.25% Add +358.9% 15,207 $4.4M
Vectors Research Management, LLC 1.51% Reduce -3.8% 15,196 $4.4M
Accent Capital Management, LLC 1.96% Add +2.2% 15,189 $4.4M
HF Advisory Group, LLC 1.74% Add +12.3% 15,151 $4.4M
West Family Investments, Inc. 1.15% Add +53.4% 15,150 $4.4M
TCI Wealth Advisors, Inc. 0.30% Reduce -0.9% 15,141 $4.4M
Aberdeen Wealth Management LLC 2.92% No change 15,133 $4.4M
Twelve Points Wealth Management LLC 1.18% Add +0.3% 15,080 $4.4M
Okabena Investment Services Inc. 0.97% Add +2.0% 15,014 $4.4M
Bleichroeder LP 1.07% No change 15,000 $4.3M
Atlas Legacy Advisors, LLC 0.96% Reduce -8.7% 14,984 $4.3M
Marks Group Wealth Management, Inc 0.40% Reduce -26.0% 14,983 $4.3M
Octavia Wealth Advisors, LLC 0.49% Reduce -27.9% 14,977 $4.3M
Centric Wealth Management 1.04% Add +1.6% 15,034 $4.3M
Roof Eidam Maycock Peralta, LLC 1.07% Add +0.7% 14,974 $4.3M
Mach-1 Financial Group, LLC 1.27% Reduce -8.3% 14,949 $4.3M
Maseco LLP 0.16% — 14,936 $4.3M
Certuity, LLC 0.41% Reduce -3.3% 14,915 $4.3M
FWL Investment Management, LLC 1.32% Reduce -1.9% 14,896 $4.3M
Lodestone Wealth Management LLC 2.10% Reduce -15.8% 14,881 $4.3M
National Philanthropic Trust 0.06% Add +15.7% 14,870 $4.3M
Legacy Capital Group California, Inc. 1.19% Add +49.7% 14,869 $4.3M
Brasada Capital Management, LP 0.74% Add +1.4% 14,537 $4.3M
Elyxium Wealth, LLC 1.61% Add +2.4% 14,841 $4.3M
Catherine Avery Investment Management LLC 3.27% Reduce -4.4% 14,829 $4.3M
Greenline Partners, LLC 0.58% Add +3.8% 14,816 $4.3M
Grandview Asset Management LLC 1.37% Reduce -0.5% 14,807 $4.3M
Affinity Investment Advisors, LLC 3.25% Reduce -4.4% 14,805 $4.3M
Meriwether Wealth & Planning, LLC 2.69% Reduce -7.1% 14,802 $4.3M
Elevatus Welath Management 1.43% Add +258.8% 14,766 $4.3M
Boit C F David 2.06% No change 14,751 $4.3M
Annis Gardner Whiting Capital Advisors, LLC 1.48% Add +5.7% 14,750 $4.3M
Weil Company, Inc. 1.13% Reduce -6.8% 14,747 $4.3M
Canopy Partners, LLC 1.57% Add +0.9% 14,738 $4.3M
First Commonwealth Financial Corp 0.92% Add +0.4% 14,724 $4.3M
Integral Investment Advisors, Inc. 1.22% Add +0.9% 14,723 $4.3M
Sfmg, LLC 0.32% Reduce -3.5% 14,718 $4.3M
Drake & Associates, LLC 1.04% Add +46.9% 14,663 $4.3M
Blue Capital, Inc. 3.01% — 14,659 $4.2M
Peoples Financial Services Corp. 2.10% Reduce -10.4% 14,649 $4.2M
BankPlus Trust Department 1.26% Add +10.8% 14,627 $4.2M
Pinnacle West Asset Management, Inc. 2.92% Reduce -2.2% 14,590 $4.2M
Jackson Hole Capital Partners, LLC 0.78% Add +0.1% 14,581 $4.2M
Highline Wealth Partners LLC 1.25% Add +4.3% 14,578 $4.2M
Evelyn Partners Investment Management (Europe) Ltd 1.51% Reduce -3.5% 14,557 $4.2M
Alta Advisers Ltd 1.50% No change 14,524 $4.2M
Richards, Merrill & Peterson, Inc. 2.00% Add +0.9% 14,496 $4.2M
Verus Capital Partners, LLC 0.37% Add +4.9% 14,484 $4.2M
Kiley Juergens Wealth Management, LLC 0.97% Add +0.5% 14,477 $4.2M
Weik Capital Management 1.66% Add +0.0% 14,472 $4.2M
Advus Financial Partners, LLC 1.07% Reduce -3.6% 14,433 $4.2M
Flavin Financial Services, Inc. 4.05% Reduce -6.4% 14,400 $4.2M
Regal Investment Advisors LLC 0.31% Add +8.7% 14,376 $4.2M
Harold Davidson & Associates Inc. 2.70% Reduce -21.3% 14,365 $4.2M
McCarter Private Wealth Services LLC 2.38% Add +1.6% 14,340 $4.2M
Prestige Wealth Management Group LLC 0.85% Reduce -2.8% 14,312 $4.1M
Quadrant Private Wealth Management, LLC 0.86% Add +5.9% 14,310 $4.1M
Bedell Frazier Investment Counselling, LLC 1.04% Add +4.5% 14,308 $4.1M
Interchange Capital Partners, LLC 0.96% Add +2.5% 14,299 $4.1M
Prosperitas Financial LLC 1.95% Add +6.2% 14,284 $4.1M
Southland Equity Partners LLC 0.91% Reduce -0.9% 14,281 $4.1M
Uhlmann Price Securities, LLC 2.95% New 14,252 $4.1M
Mb, Levis & Associates, LLC 1.81% Reduce -1.1% 14,240 $4.1M
Fiduciary Family Office, LLC 1.35% Reduce -0.6% 14,238 $4.1M
Quotient Wealth Partners, LLC 0.12% Add +13.7% 14,216 $4.1M
Grey Ledge Advisors, LLC 1.01% Add +0.1% 14,184 $4.1M
Sittner & Nelson, LLC 1.65% Add +2.0% 14,181 $4.1M
Phoenix Wealth Advisors 1.72% Reduce -6.4% 14,169 $4.1M
Orca Wealth Management, LLC 3.45% Reduce -1.7% 14,147 $4.1M
apricus wealth, LLC 2.38% Reduce -3.8% 14,097 $4.1M
First Dallas Securities Inc. 1.61% Reduce -2.2% 14,076 $4.1M
Revolve Wealth Partners, LLC 0.53% Add +1.0% 14,042 $4.1M
Weatherly Asset Management L. P. 0.35% Reduce -0.8% 14,042 $4.1M
James J. Burns & Company, LLC 0.66% Add +0.4% 14,030 $4.1M
GS Investments, Inc. 1.80% Reduce -1.2% 14,024 $4.1M
Titleist Asset Management, LLC 0.40% Reduce -0.0% 14,022 $4.1M
Empirical Asset Management, LLC 1.26% Add +0.4% 14,018 $4.1M
Ballast, Inc. 1.06% Reduce -2.1% 13,994 $4.1M
Alaethes Wealth, LLC 1.21% Add +0.8% 13,984 $4.1M
Delta Asset Management LLC 0.35% Reduce -5.1% 13,954 $4.0M
Dagco, Inc. 1.13% Reduce -1.2% 13,950 $4.0M
Breakwater Capital Group 0.66% Add +0.2% 13,939 $4.0M
LYNX Capital Group Ltd. 1.95% Reduce -0.7% 13,916 $4.0M
Twin Lakes Capital Management, LLC 2.45% Reduce -0.4% 13,908 $4.0M
Onyx Bridge Wealth Group LLC 0.53% Reduce -0.8% 13,905 $4.0M
Vega Investment Solutions 0.95% Add +23.3% 13,878 $4.0M
Congress Park Capital LLC 1.32% Reduce -3.1% 13,858 $4.0M
Hartline Investment Corp./ 0.46% Reduce -4.2% 13,837 $4.0M
Loudon Investment Management, LLC 2.22% Reduce -17.2% 13,833 $4.0M
Marion Wealth Management 1.00% Reduce -4.5% 13,815 $4.0M
Quent Capital, LLC 0.39% Add +4.4% 13,800 $4.0M
BOS Asset Management, LLC 1.28% Add +6.9% 13,799 $4.0M
Beck Capital Management, LLC 0.99% Reduce -4.5% 13,751 $4.0M
One Charles Private Wealth Services, LLC 1.12% Add +11.1% 13,697 $4.0M
Abundance Wealth Counselors 0.74% Reduce -0.1% 14,095 $4.0M
Biltmore Family Office, LLC 0.67% Reduce -12.1% 13,663 $4.0M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 2.69% Reduce -22.7% 13,686 $4.0M
Integrity Alliance, Llc. 0.22% Reduce -54.8% 13,640 $4.0M
Chapman Financial Group, LLC 3.35% — 13,631 $4.0M
Hager Investment Management Services, LLC 2.36% Reduce -1.7% 13,624 $3.9M
Alta Wealth Advisors LLC 1.86% Add +0.9% 13,622 $3.9M
Financial Advocates Investment Management 0.32% Reduce -29.5% 13,604 $3.9M
Highview Capital Management LLC 1.52% Add +2.2% 13,601 $3.9M
Aft, Forsyth & Sober, LLC 1.33% Add +1.5% 13,600 $3.9M
Turn8 Private Wealth Inc. 2.84% Reduce -7.3% 13,543 $3.9M
Traphagen Investment Advisors LLC 0.37% Reduce -1.7% 13,574 $3.9M
Asahi Life Asset Management Co., LTD. 2.30% Reduce -11.7% 13,572 $3.9M
SWS Partners 1.06% Reduce -7.4% 13,564 $3.9M
Heartland Bank & Trust Co 1.84% Reduce -2.9% 13,550 $3.9M
PGIM Custom Harvest LLC 0.08% Reduce -1.9% 13,542 $3.9M
Monument Capital Management 1.02% Reduce -3.1% 13,541 $3.9M
Parallax Volatility Advisers, L.P. 0.19% Reduce -54.8% 13,514 $3.9M
Account Management LLC 4.30% Reduce -3.9% 13,513 $3.9M
Wealth Architects, LLC 0.40% Reduce -1.5% 13,471 $3.9M
Greenup Street Wealth Management LLC 0.68% Add +1.5% 13,411 $3.9M
Insight Inv LLC 2.61% Reduce -54.4% 13,402 $3.9M
Signature Wealth Management Partners, LLC 2.22% Add +6.5% 13,397 $3.9M
Royal Harbor Partners, LLC 1.42% Reduce -1.6% 13,382 $3.9M
San Luis Wealth Advisors LLC 0.83% Reduce -7.2% 13,378 $3.9M
Benedict Financial Advisors Inc. 0.88% Reduce -1.9% 13,377 $3.9M
Schear Investment Advisers, LLC 1.92% Reduce -0.1% 13,368 $3.9M
Falcon Wealth Planning 0.39% Add +0.6% 13,358 $3.9M
Richard P Slaughter Associates Inc 0.79% Reduce -7.7% 13,344 $3.9M
Wealth Alliance Advisory Group, LLC 0.74% Add +1.3% 13,330 $3.9M
NORTHSTAR ASSET MANAGEMENT Co 0.89% Reduce -1.8% 13,325 $3.9M
Cornerstone Advisory, LLC 0.41% Add +1.7% 13,302 $3.9M
Arlington Trust Co LLC 0.75% Add +0.6% 13,300 $3.9M
LMG Wealth Partners, LLC 0.79% Add +1.7% 13,265 $3.8M
Select Asset Management & Trust 1.32% Add +24.6% 13,262 $3.8M
Lantern Wealth Advisors, LLC 2.29% — 13,260 $3.8M
Resolute Wealth Strategies, LLC 2.06% Reduce -1.5% 13,256 $3.8M
Brady Family Wealth, LLC 1.19% Reduce -0.2% 13,213 $3.8M
Global Financial Private Client, LLC 1.43% Add +19.0% 13,182 $3.8M
Cannon Advisors, Inc. 3.07% Add +2.4% 13,172 $3.8M
Aull & Monroe Investment Management Corp 2.06% Reduce -9.9% 13,172 $3.8M
Beacon Financial Advisory LLC 0.99% Add +33.0% 13,147 $3.8M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.38% Reduce -1.4% 12,706 $3.8M
Cordgrass Capital Advisors, LLC 1.03% Reduce -12.3% 13,130 $3.8M
Chapman Investment Management, LLC 2.65% No change 13,121 $3.8M
Park Edge Advisors, LLC 0.97% Add +7.3% 13,111 $3.8M
CGN Advisors LLC 0.34% Add +0.0% 13,105 $3.8M
Purkiss Capital Advisors LLC 2.11% Add +16.9% 13,081 $3.8M
MGB Wealth Management, LLC 1.25% Reduce -1.8% 13,089 $3.8M
Guerra Advisors Inc 1.79% Add +20.0% 13,053 $3.8M
LM Advisors LLC 0.49% Add +31.2% 13,052 $3.8M
Advisory Alpha, LLC 0.12% Add +1.8% 13,044 $3.8M
PYA Waltman Capital, LLC 1.09% Add +5.0% 13,039 $3.8M
Ironwood Financial, llc 0.81% No change 15,400 $3.8M
MCF Advisors LLC 0.25% Add +0.1% 13,026 $3.8M
Winthrop Capital Management, LLC 0.95% Reduce -0.1% 13,025 $3.8M
Canvas Wealth Advisors, LLC 0.74% Add +2.9% 12,658 $3.8M
Ulysses Management LLC 0.81% No change 13,000 $3.8M
EULAV Asset Management 0.09% Reduce -13.3% 13,000 $3.8M
Vicus Capital 0.31% Add +0.1% 12,980 $3.8M
Wrapmanager Inc. 0.91% Reduce -9.4% 12,950 $3.8M
Brendel Financial Advisors LLC 2.09% Reduce -3.5% 12,891 $3.7M
Providence First Trust Co 1.32% Add +29.0% 12,881 $3.7M
Burford Brothers, Inc. 1.71% Add +0.1% 12,870 $3.7M
Aigen Investment Management, LP 0.51% Add +46.9% 12,854 $3.7M
Caldwell Investment Management Ltd. 3.19% No change 12,700 $3.7M
Morton Capital Management LLC 0.65% Add +8.6% 12,673 $3.7M
Greenwich Wealth Management LLC 0.18% Add +0.1% 12,662 $3.7M
Jeppson Wealth Management, LLC 1.27% Reduce -5.3% 12,656 $3.7M
Golden State Wealth Management, LLC 0.45% Reduce -1.9% 12,654 $3.7M
Acorn Wealth Advisors, LLC 1.36% Add +1.2% 12,640 $3.7M
Plante Moran Financial Advisors, LLC 0.26% Reduce -1.4% 12,635 $3.7M
Court Place Advisors, LLC 1.15% Reduce -1.7% 12,614 $3.7M
Fort Point Capital Partners LLC 0.37% Add +5.6% 12,609 $3.7M
Patton Fund Management, Inc. 0.80% Reduce -44.8% 12,600 $3.7M
Old Mission Investment Co LLC 1.00% Add +7.0% 12,592 $3.7M
WBH Advisory Inc. 0.31% Reduce -10.2% 12,589 $3.6M
Carl P. Sherr & Co., LLC 1.84% Reduce -2.6% 12,588 $3.6M
Davidson Trust Co. 1.68% Reduce -2.0% 12,587 $3.6M
Gallagher Capital Advisors, LLC 2.95% Reduce -0.7% 12,245 $3.6M
J.Safra Asset Management Corp 0.25% Add +34.7% 12,577 $3.6M
Aire Advisors, LLC 0.71% Add +1.8% 12,570 $3.6M
Etesian Wealth Advisors, Inc. 1.35% Reduce -4.9% 12,529 $3.6M
Advisors Preferred, LLC 0.60% No change 12,500 $3.6M
Bernard Wealth Management Corp. 1.68% Reduce -28.9% 12,519 $3.6M
Eads & Heald Wealth Management 1.79% Reduce -6.0% 12,516 $3.6M
Hudson Canyon Capital Management 2.25% Reduce -2.1% 12,484 $3.6M
Legacy Wealth Management, LLC / MS 1.10% Reduce -4.6% 12,448 $3.6M
Cozad Asset Management Inc. 0.32% Add +1.2% 12,441 $3.6M
Blue Square Asset Management, LLC 1.69% Add +6.3% 12,428 $3.6M
Kenora Financial, LLC 1.34% Reduce -5.8% 12,418 $3.6M
Cambria Investment Management, L.P. 0.24% New 12,401 $3.6M
Twin City Private Wealth, LLC 2.94% Reduce -33.1% 12,396 $3.6M
Peoples Bank 2.41% No change 12,387 $3.6M
Stiles Financial Services Inc 1.24% Add +12.9% 12,366 $3.6M
Berger Financial Group, Inc 0.23% Reduce -1.1% 12,338 $3.6M
TradeWell Securities, LLC. 1.71% Add +6.3% 12,299 $3.6M
Wealth Management Partners, LLC 1.26% Add +2.1% 12,163 $3.6M
Virtus Wealth Solutions LLC 0.73% Reduce -1.3% 12,243 $3.5M
Optimum Investment Advisors 1.54% Add +0.1% 12,239 $3.5M
Wulff, Hansen & Co. 3.03% Reduce -2.8% 12,231 $3.5M
FWG Holdings, LLC 1.67% Add +1.4% 12,037 $3.5M
Nicholas Hoffman & Company, LLC. 0.09% Add +1.6% 12,212 $3.5M
LCNB Corp. 1.25% Reduce -0.5% 12,210 $3.5M
Ellerson Group Inc. 2.49% Reduce -0.3% 12,204 $3.5M
Strong Tower Advisory Services 0.70% Add +4.3% 12,184 $3.5M
Axecap Investments, LLC 2.30% Add +24.0% 12,160 $3.5M
Aristotle Capital Management, LLC 0.01% Reduce -0.0% 12,158 $3.5M
Gleason Group, Inc. 0.38% Reduce -8.6% 12,156 $3.5M
Allred Capital Management, LLC 1.32% Reduce -2.1% 12,155 $3.5M
Financial Advisors, LLC 0.66% Add +0.1% 12,137 $3.5M
Paradigm Capital Management, LLC 3.52% Reduce -0.9% 12,134 $3.5M
Sunpointe, LLC 1.39% Add +81.1% 12,116 $3.5M
DMKC Advisory Services, LLC 1.84% Add +12.7% 12,090 $3.5M
Tempus Wealth Planning, LLC 0.87% Add +5.4% 12,084 $3.5M
Eagle Bluffs Wealth Management LLC 1.66% Add +0.5% 12,058 $3.5M
Point Windward Advisors Inc. 1.59% Reduce -17.1% 12,057 $3.5M
Guardian Capital LP 0.12% Reduce -19.2% 12,036 $3.5M
Palumbo Wealth Management LLC 1.08% Add +3.3% 11,998 $3.5M
BSW Wealth Partners 0.48% Reduce -0.2% 11,978 $3.5M
Meadow Creek Wealth Advisors LLC 2.34% Reduce -0.7% 11,939 $3.5M
Aldebaran Capital, LLC 3.41% No change 11,907 $3.5M
First National Bank of Hutchinson 2.14% Reduce -0.2% 11,881 $3.4M
Precedent Wealth Partners, LLC 0.84% Add +8.7% 11,847 $3.4M
VCI Wealth Management LLC 1.20% Add +8.3% 11,825 $3.4M
Victrix Investment Advisors 1.52% Add +3.0% 11,823 $3.4M
Valley National Advisers Inc. 0.56% Reduce -1.6% 11,823 $3.4M
Aft, Forsyth & Company, Inc. 1.76% No change 11,818 $3.4M
Lindenwold Advisors, INC 1.78% Add +2.5% 11,814 $3.4M
Capital Advisors Wealth Management, LLC 0.54% Reduce -0.8% 11,793 $3.4M
Roman Butler Fullerton & Co. 1.01% Reduce -1.4% 11,446 $3.4M
Correct Capital Wealth Management 0.66% Add +4.3% 11,772 $3.4M
Woodward Diversified Capital, LLC 1.72% Add +46.3% 11,752 $3.4M
Finivi Inc. 2.30% Add +1.4% 11,714 $3.4M
Belmont Capital, LLC 0.52% No change 11,704 $3.4M
Saxon Interests, Inc. 1.58% No change 13,801 $3.4M
Mitchell Sinkler & Starr 1.62% Reduce -75.5% 11,659 $3.4M
Lakeridge Wealth Management LLC 1.55% Reduce -1.6% 11,649 $3.4M
Pinnacle Holdings, LLC 1.40% Add +5.5% 11,626 $3.4M
Spahn Wealth & Retirement LLC 2.16% New 11,606 $3.4M
Gilbert & Cook, Inc. 0.45% Add +7.7% 11,603 $3.4M
Eaton Financial Holdings Company, LLC 1.03% Add +156.5% 11,599 $3.4M
Summit Asset Management, LLC 0.55% Add +10.9% 11,595 $3.4M
Security National Bank of Sioux City Iowa 2.35% Add +64.3% 11,549 $3.3M
Neumann Capital Management, LLC 1.05% Reduce -5.3% 11,530 $3.3M
Auxano Advisors, LLC 0.78% Reduce -0.0% 11,508 $3.3M
Aldebaran Financial Inc. 3.69% Add +2.9% 11,497 $3.3M
CVA Family Office, LLC 0.47% Reduce -1.1% 11,482 $3.3M
Millstone Evans Group, LLC 2.26% Reduce -4.3% 11,437 $3.3M
G&S Capital LLC 1.31% Reduce -0.8% 11,410 $3.3M
Union Savings Bank 1.52% Reduce -13.2% 11,160 $3.3M
Invst, LLC 0.41% Add +0.6% 11,376 $3.3M
Slocum, Gordon & Co LLP 2.66% Reduce -31.1% 11,373 $3.3M
North Dallas Bank & Trust Co. 2.49% — 11,352 $3.3M
Total Clarity Wealth Management, Inc. 0.94% Add +0.8% 11,325 $3.3M
Well Done, LLC 0.62% Add +0.5% 11,322 $3.3M
Channel Wealth LLC 0.93% Add +1.9% 11,309 $3.3M
CRA Financial Services, LLC 0.50% Add +1.7% 11,300 $3.3M
Bradyco, Inc. 2.40% No change 11,075 $3.3M
Fortis Capital Advisors, LLC 0.59% Add +66.4% 11,285 $3.3M
Fortem Financial Group, LLC 1.05% Reduce -6.8% 11,278 $3.3M
Schrum Private Wealth Management LLC 2.62% Add +0.1% 11,251 $3.3M
West Paces Advisors Inc. 0.69% Reduce -0.5% 11,250 $3.3M
Sound Income Strategies, LLC 0.19% Add +3.6% 11,246 $3.3M
Cranbrook Wealth Management, LLC 0.70% Add +0.7% 11,246 $3.3M
S.E.E.D. Planning Group LLC 1.02% Reduce -2.9% 11,239 $3.3M
Financial Management Professionals, Inc. 0.37% Add +1.1% 11,239 $3.3M
Brady Martz Wealth Solutions, LLC 0.63% Reduce -1.1% 11,225 $3.3M
Aspetuck Financial Management LLC 2.45% No change 11,209 $3.2M
Clare Market Investments LLC 0.72% Add +0.0% 11,196 $3.2M
Cookson Peirce & Co. Inc. 0.14% Reduce -4.2% 11,180 $3.2M
First Financial Corp. 1.45% Reduce -4.8% 11,173 $3.2M
Rockingstone Advisors LLC 1.70% Reduce -24.1% 11,162 $3.2M
Audent Global Asset Management, LLC 2.31% Reduce -0.5% 11,159 $3.2M
Peak Planning Group, LLC 2.07% Reduce -40.2% 11,147 $3.2M
Blodgett Wealth Advisors, LLC 2.53% Add +1.1% 11,140 $3.2M
Calton & Associates, Inc. 0.56% Add +20.9% 11,131 $3.2M
Crux Wealth Advisors 1.37% Reduce -15.7% 11,130 $3.2M
YANKCOM Partnership 1.58% Add +2.2% 11,116 $3.2M
Paces Ferry Wealth Advisors, LLC 1.48% Reduce -5.8% 11,104 $3.2M
Fortune Financial Advisors, LLC 2.59% Reduce -0.6% 11,096 $3.2M
Sanders Morris Harris LLC 0.77% Reduce -44.5% 11,089 $3.2M
Northern Financial Advisors Inc 2.41% Add +0.7% 11,076 $3.2M
Marble Harbor Investment Counsel, LLC 0.35% Reduce -10.0% 11,074 $3.2M
44 Wealth Management LLC 1.14% Add +0.1% 11,069 $3.2M
Carmignac Gestion 0.05% Reduce -17.3% 11,057 $3.2M
Rothschild Wealth LLC 0.78% Add +5.8% 11,024 $3.2M
Waddell & Associates, LLC 0.34% Reduce -7.2% 11,022 $3.2M
RedJay Asset Management Inc. 0.75% No change 11,000 $3.2M
Pinnacle Wealth Management Group, Inc. 1.83% Reduce -2.3% 10,999 $3.2M
St. Johns Investment Management Company, LLC 1.46% Add +0.5% 10,994 $3.2M
Exchange Bank 2.52% Reduce -2.3% 10,992 $3.2M
HMS Capital Management, LLC 1.44% Reduce -3.4% 10,991 $3.2M
GWN Securities Inc. 0.59% Reduce -48.6% 10,758 $3.2M
Legato Capital Management LLC 0.38% No change 10,985 $3.2M
Ignite Planners, LLC 0.55% Add +0.7% 10,934 $3.2M
Moss Adams Wealth Advisors LLC 0.29% Add +9.3% 10,973 $3.2M
Solitude Financial Services 1.15% Add +9.2% 10,968 $3.2M
Consilium Wealth Advisory, LLC 1.34% Add +0.4% 10,960 $3.2M
MRP Capital Investments, LLC 2.19% Add +18.1% 10,958 $3.2M
Norris Perne & French LLP 0.22% Reduce -15.4% 10,948 $3.2M
Ascentis Wealth Management, LLC 0.87% Reduce -0.7% 10,893 $3.2M
Tyler-Stone Wealth Management 0.51% Reduce -3.3% 10,908 $3.2M
Diligent Investors, LLC 0.75% Reduce -1.4% 10,907 $3.2M
Lee Financial Co 0.45% Add +7.6% 10,898 $3.2M
Barrett & Company, Inc. 1.18% Add +0.1% 10,872 $3.2M
Letson Investment Management, Inc. 1.24% Add +0.0% 10,856 $3.1M
Heritage Wealth Advisors 0.15% Reduce -9.8% 10,853 $3.1M
Inscription Capital, LLC 0.45% Reduce -66.5% 10,824 $3.1M
First Citizens Financial Corp 1.73% Add +0.7% 10,821 $3.1M
Plancorp, LLC 0.11% Reduce -1.3% 10,820 $3.1M
Iams Wealth Management, LLC 1.44% Reduce -6.8% 10,795 $3.1M
WealthBridge Capital Management, LLC 0.79% Add +5.6% 10,795 $3.1M
Oak Hill Wealth Advisors, LLC 0.65% Add +0.9% 11,061 $3.1M
Camarda Financial Advisors, LLC 1.23% Reduce -2.6% 10,770 $3.1M
626 Financial, LLC 1.46% Reduce -0.9% 10,741 $3.1M
Continental Advisors LLC 2.23% No change 10,735 $3.1M
Oder Investment Management, LLC 2.35% Reduce -0.6% 10,729 $3.1M
Members Trust Co 0.11% Add +11.4% 10,726 $3.1M
Spreng Capital Management, Inc. 1.32% Add +0.0% 10,722 $3.1M
Birinyi Associates Inc. 0.91% Reduce -0.5% 10,713 $3.1M
Focused Wealth Management, Inc 0.38% Add +2.8% 10,707 $3.1M
RW Investment Management LLC 0.35% Add +14.7% 10,700 $3.1M
Sonata Capital Group Inc. 1.24% Reduce -3.6% 10,700 $3.1M
GKV Capital Management Co., Inc. 1.37% Reduce -1.4% 10,658 $3.1M
Bigelow Investment Advisors, LLC 1.36% Reduce -0.1% 10,654 $3.1M
Talon Private Wealth, LLC 0.43% Reduce -8.3% 10,647 $3.1M
Greater Midwest Financial Group, LLC 2.36% Reduce -0.3% 10,642 $3.1M
Insight Wealth Strategies, LLC 0.39% Reduce -11.9% 10,604 $3.1M
W1M Asset Management Ltd 0.23% Reduce -0.4% 10,612 $3.1M
Balboa Wealth Partners 0.62% Add +11.6% 10,606 $3.1M
McGlone Suttner Wealth Management, Inc. 0.46% Add +1.5% 10,605 $3.1M
Silicon Valley Capital Partners 0.32% Reduce -10.3% 10,597 $3.1M
Byrne Asset Management LLC 2.38% Reduce -4.4% 10,579 $3.1M
Balefire, LLC 0.67% Add +42.9% 10,577 $3.1M
Hemenway Trust Co LLC 0.24% Reduce -3.0% 10,574 $3.1M
Redhawk Wealth Advisors, Inc. 0.38% Add +0.1% 10,557 $3.1M
Sierra Summit Advisors LLC 0.54% Reduce -2.1% 10,548 $3.1M
Capital Advisors, Ltd. LLC 0.38% Add +0.5% 10,539 $3.1M
Trillium Asset Management, LLC 0.08% Add +1.9% 10,531 $3.1M
U S Wealth Group, Llc. 2.38% Reduce -11.3% 10,525 $3.1M
Summit Financial Strategies, Inc. 0.28% Add +1.3% 10,502 $3.0M
Cypress Wealth Services, LLC 0.54% Reduce -0.4% 10,471 $3.0M
Kennebec Savings Bank 2.97% Reduce -1.5% 10,449 $3.0M
OMC Financial Services LTD 1.24% Reduce -0.1% 10,445 $3.0M
GTS Securities LLC 0.13% Reduce -28.1% 10,429 $3.0M
Hilltop National Bank 0.79% — 10,422 $3.0M
Armstrong, Fleming & Moore, Inc 1.64% Add +105.5% 10,417 $3.0M
1620 Investment Advisors, Inc. 2.18% Add +0.4% 10,407 $3.0M
Vista Investment Partners LLC 0.87% Add +0.6% 10,401 $3.0M
Montz Harcus Wealth Management LLC 1.45% Add +0.1% 10,387 $3.0M
Galaxy Digital Capital Management GP LLC 3.76% Add +80.6% 10,383 $3.0M
Personal Cfo Solutions, LLC 0.56% Add +11.4% 10,382 $3.0M
Arcataur Capital Management LLC 0.94% Add +0.1% 10,359 $3.0M
First Command Advisory Services, Inc. 0.03% Add +11.1% 10,341 $3.0M
Deane Retirement Strategies, Inc. 1.34% Add +1.9% 10,346 $3.0M
Cooper Financial Group 0.35% Add +3.3% 10,333 $3.0M
JSF Financial, LLC 0.71% Add +10.5% 10,328 $3.0M
Applied Capital LLC 2.23% Add +0.1% 10,321 $3.0M
Cacti Asset Management LLC 0.21% Reduce -4.6% 10,410 $3.0M
Addison Advisors LLC 0.75% Add +19.6% 10,308 $3.0M
Harel Insurance Investments & Financial Services Ltd. 0.03% Reduce -8.3% 10,308 $3.0M
Consolidated Portfolio Review Corp 0.41% Add +4.9% 10,303 $3.0M
Granite Group Advisors, LLC 1.79% Reduce -0.2% 10,279 $3.0M
Summit Financial Wealth Advisors, LLC 0.53% Add +7.5% 10,269 $3.0M
CKW Financial Group 0.34% Reduce -1.7% 10,250 $3.0M
Vivid Wealth Management, LLC 1.31% Reduce -7.5% 10,264 $3.0M
Brass Tax Wealth Management, Inc. 0.57% Add +3.3% 10,258 $3.0M
Wolff Wiese Magana LLC 1.84% Reduce -4.6% 10,255 $3.0M
Kidder Stephen W 0.89% Reduce -2.7% 10,253 $3.0M
HHM Wealth Advisors, LLC 0.35% Reduce -1.0% 10,242 $3.0M
LifeSteps Financial, Inc. 2.04% Add +2.4% 10,232 $3.0M
Farrow Financial, Inc. 1.80% Reduce -4.3% 10,224 $3.0M
Core Wealth Partners LLC 1.50% Add +18.5% 10,223 $3.0M
First Bank & Trust 0.53% Reduce -2.9% 10,202 $3.0M
Austin Private Wealth, LLC 0.23% Add +4.7% 10,194 $3.0M
Alexander Randolph Advisory, Inc. 2.65% Reduce -19.9% 10,193 $3.0M
Sky Investment Group LLC 0.53% Add +0.7% 10,180 $3.0M
High Net Worth Advisory Group LLC 0.78% Reduce -5.2% 10,176 $3.0M
My Legacy Advisors, LLC 1.05% Add +3.4% 10,234 $2.9M
Waterway Wealth Management, LLC 0.89% Add +30.1% 10,147 $2.9M
Hazlett, Burt & Watson, Inc. 1.20% Reduce -2.8% 10,148 $2.9M
Sandy Cove Advisors, LLC 1.06% Add +13.3% 10,137 $2.9M
SYM FINANCIAL Corp 0.33% Add +62.4% 10,108 $2.9M
Wernau Asset Management Inc. 3.31% Reduce -12.6% 10,108 $2.9M
Bath Savings Trust Co 0.30% Reduce -0.5% 10,093 $2.9M
Hemington Wealth Management 0.42% Add +1.7% 10,088 $2.9M
2UniFi Bank 1.66% Add +3.2% 10,084 $2.9M
Perennial Investment Advisors, LLC 0.28% Add +3.5% 10,060 $2.9M
Harmony Asset Management LLC 1.09% Add +0.1% 10,051 $2.9M
Corundum Group, Inc. 1.29% Reduce -0.2% 10,041 $2.9M
Pinion Investment Advisors, LLC 1.00% Add +0.6% 10,041 $2.9M
MWA Asset Management 1.78% Reduce -2.5% 10,039 $2.9M
Yarger Wealth Strategies, LLC 1.52% Add +24.3% 10,033 $2.9M
Advent Capital Management 3.49% New 10,000 $2.9M
Windsor Capital Management, LLC 0.84% Reduce -4.7% 9,991 $2.9M
Sage Rhino Capital LLC 0.61% Reduce -0.4% 9,991 $2.9M
Kathmere Capital Management, LLC 0.22% Add +23.5% 9,981 $2.9M
Matrix Trust Co 0.46% Reduce -0.7% 9,952 $2.9M
Pointe Capital Management LLC 1.50% No change 9,943 $2.9M
US Asset Management LLC 2.50% Reduce -0.3% 9,934 $2.9M
Carson Advisory Inc. 1.83% Reduce -0.5% 9,933 $2.9M
MBL Wealth, LLC 0.28% Reduce -2.1% 9,917 $2.9M
Allegheny Financial Group 0.64% Add +1.3% 9,914 $2.9M
Godshalk Welsh Capital Management, Inc. 1.77% Reduce -1.4% 9,905 $2.9M
Morris Financial Concepts, Inc. 1.14% Reduce -1.0% 9,884 $2.9M
Ramsay, Stattman, Vela & Price, Inc. 0.53% No change 9,875 $2.9M
Peoples Bank 1.77% Reduce -0.8% 9,868 $2.9M
Powell Investment Advisors, LLC 1.07% Add +38.4% 9,853 $2.9M
Aspire Growth Partners LLC 2.34% Reduce -0.7% 9,850 $2.9M
Sather Financial Group Inc 0.17% Add +0.9% 9,844 $2.9M
1900 Wealth Management LLC 0.22% Reduce -25.5% 9,843 $2.9M
Notis-McConarty Edward 1.39% Reduce -1.1% 9,843 $2.9M
Kingstone Capital Partners Texas, LLC 1.86% Reduce -17.7% 9,836 $2.9M
Hunter Associates Investment Management LLC 0.42% Reduce -6.4% 9,804 $2.8M
Chesapeake Wealth Management 0.95% Reduce -2.6% 9,777 $2.8M
Pinnacle Wealth Management, LLC 2.37% Add +499.4% 9,765 $2.8M
Forefront Wealth Management Inc. 2.27% Reduce -0.2% 9,759 $2.8M
Masso Torrence Wealth Management Inc. 1.31% Add +4.5% 9,756 $2.8M
O'Keefe Stevens Advisory, Inc. 0.80% Add +9.8% 9,755 $2.8M
Orrstown Financial Services Inc. 0.60% Reduce -5.1% 9,752 $2.8M
Net Worth Advisory Group 0.62% Reduce -2.9% 9,720 $2.8M
Leo Wealth, LLC 0.22% Add +80.8% 9,753 $2.8M
Financial Perspectives, Inc 0.85% Add +0.0% 9,719 $2.8M
Baker Tilly Wealth Management, LLC 1.01% Reduce -15.3% 9,708 $2.8M
AA Financial Advisors, LLC 0.61% Reduce -9.0% 9,703 $2.8M
Earned Wealth Advisors, LLC 0.55% Add +5.0% 9,702 $2.8M
IMS Capital Management 1.31% Reduce -1.1% 9,701 $2.8M
PCG Asset Management, LLC 2.42% Reduce -2.5% 9,695 $2.8M
Meridian Financial Partners LLC 1.32% Reduce -3.4% 9,680 $2.8M
Brown Financial Advisors 1.09% Reduce -2.6% 9,662 $2.8M
Compass Capital Management, Inc. 0.15% New 9,660 $2.8M
Amplius Wealth Advisors, LLC 0.26% Reduce -13.4% 9,649 $2.8M
Constant Guidance Financial LLC 2.81% New 9,684 $2.8M
Terril Brothers, Inc. 1.05% Add +0.5% 9,633 $2.8M
Elmwood Wealth Management, Inc. 1.11% Reduce -2.0% 9,619 $2.8M
Waterfront Wealth Inc. 0.63% Reduce -1.2% 9,617 $2.8M
Pekin Hardy Strauss, Inc. 0.32% Reduce -18.2% 9,615 $2.8M
NorthStar Asset Management LLC 1.47% Add +2.9% 9,614 $2.8M
Autumn Glory Partners, LLC 1.30% Add +1.8% 9,613 $2.8M
CFO4Life Group, LLC 0.43% Reduce -3.9% 9,592 $2.8M
Trust Investment Advisors 1.69% Reduce -8.4% 9,582 $2.8M
Triad Wealth Partners, LLC 0.56% Add +22.1% 9,564 $2.8M
Brookwood Investment Group LLC 0.45% Add +93.5% 9,554 $2.8M
Dohj, LLC 0.80% Add +15.7% 11,490 $2.8M
China Universal Asset Management Co., Ltd. 0.26% Reduce -39.0% 9,543 $2.8M
Medallion Wealth Advisors, LLC 1.07% Add +0.9% 9,530 $2.8M
Faithward Advisors, LLC 0.43% Reduce -8.1% 9,531 $2.8M
Fullcircle Wealth LLC 1.03% Add +0.7% 9,383 $2.8M
DE Burlo Group Inc. 0.36% Reduce -1.4% 9,508 $2.8M
Fortitude Family Office, LLC 0.91% Reduce -8.5% 9,506 $2.8M
Cornerstone Enterprises, LLC 1.48% Reduce -37.1% 9,495 $2.8M
Caldwell Sutter Capital, Inc. 1.26% Reduce -0.9% 9,488 $2.8M
Keudell/Morrison Wealth Management 0.61% Reduce -9.0% 9,484 $2.7M
Crescent Grove Advisors, LLC 0.27% Reduce -12.5% 9,468 $2.7M
Strategies Wealth Advisors, LLC 0.30% Reduce -1.7% 9,466 $2.7M
Security National Bank of So Dak 1.49% Add +0.3% 9,461 $2.7M
Eukles Asset Management 1.12% Reduce -0.3% 9,432 $2.7M
Concentric Capital Strategies, LP 0.15% Reduce -29.3% 9,432 $2.7M
Astoria Portfolio Advisors LLC. 0.77% Reduce -3.0% 9,183 $2.7M
Papamarkou Wellner Asset Management inc. 1.80% Add +1.7% 9,382 $2.7M
Emprise Bank 1.30% Add +0.6% 9,372 $2.7M
Money Concepts Capital Corp. 0.18% Reduce -14.7% 9,359 $2.7M
Napa Wealth Management 1.29% New 9,332 $2.7M
Asio Capital, LLC 0.45% Add +3.2% 9,328 $2.7M
NFSG Corp 0.44% Add +57.9% 9,323 $2.7M
Prentice Wealth Management LLC 0.71% Reduce -3.6% 9,314 $2.7M
Kelleher Financial Advisors 0.94% Add +38.0% 9,311 $2.7M
Drive Wealth Management, LLC 0.59% Add +1.9% 9,309 $2.7M
Kapstone Financial Advisors LLC 1.35% Reduce -0.2% 9,306 $2.7M
First Heartland Consultants, Inc. 0.24% Add +9.6% 9,303 $2.7M
Mosaic Financial Group, LLC 2.06% Reduce -0.2% 9,281 $2.7M
Washington Capital Management, Inc. 2.00% No change 9,280 $2.7M
Lederer & Associates Investment Counsel 1.78% Reduce -1.5% 9,279 $2.7M
N.E.W. Advisory Services LLC 0.26% Add +8.4% 9,255 $2.7M
Brian Low Financial Group, LLC 2.51% — 9,235 $2.7M
Reik & Co., LLC 0.67% Add +237.1% 9,210 $2.7M
Samalin Investment Counsel, LLC 1.03% Reduce -0.8% 9,191 $2.7M
Altman Advisors, Inc. 1.09% Add +0.7% 9,165 $2.7M
Centennial Bank 1.12% Reduce -0.9% 9,178 $2.7M
ROI Financial Advisors, LLC 1.69% Add +19.1% 9,158 $2.7M
Hilltop Partners LLC 0.80% Add +10.8% 9,141 $2.7M
Savoie Capital LLC 0.33% No change 9,129 $2.6M
Legacy Bridge, LLC 1.25% No change 9,115 $2.6M
Cary Street Partners Investment Advisory LLC 1.28% Add +6.1% 9,104 $2.6M
Independent Solutions Wealth Management, LLC 0.51% Add +8.6% 9,086 $2.6M
Navalign, LLC 0.73% Reduce -5.0% 9,086 $2.6M
Kercheville Advisors, LLC 0.91% Add +342.2% 9,065 $2.6M
Mendel Capital Management LLC 1.50% Reduce -1.5% 9,057 $2.6M
Charter Oak Capital Management, LLC 0.22% Add +3.5% 9,056 $2.6M
TKG Advisors, LLC 1.18% Reduce -0.8% 9,054 $2.6M
IRON Financial LLC 1.39% Add +0.7% 9,050 $2.6M
Atwood & Palmer Inc. 0.16% Add +1.1% 9,043 $2.6M
Keystone Wealth Services, LLC 0.63% Add +19.3% 9,029 $2.6M
Yukon Wealth Management, Inc. 0.94% Add +1.0% 9,020 $2.6M
Birchbrook, Inc. 1.40% Reduce -1.6% 9,002 $2.6M
Bayview Asset Management, LLC 2.63% Reduce -0.6% 9,000 $2.6M
Freemont Management S.A. 0.43% Add +30.4% 9,000 $2.6M
Virtue Capital Management, LLC 0.48% Reduce -18.3% 8,999 $2.6M
Signet Financial Management, LLC 0.33% Add +1.8% 8,981 $2.6M
Warm Springs Advisors Inc. 2.23% Reduce -1.7% 8,975 $2.6M
Wealthquest Corp 0.20% Add +1.5% 8,925 $2.6M
Financial Management Network Inc. 0.46% Add +15.1% 8,734 $2.6M
Bennett Selby Investments LP 0.92% No change 8,917 $2.6M
Cromwell Holdings LLC 1.57% No change 8,913 $2.6M
Great Diamond Partners, LLC 0.55% Add +162.5% 8,904 $2.6M
Kelly Lawrence W & Associates Inc. 0.69% Reduce -1.4% 8,903 $2.6M
Y.D. More Investments Ltd 0.18% Reduce -12.7% 8,912 $2.6M
Total Wealth Planning, LLC 0.33% New 8,899 $2.6M
Childress Capital Advisors, LLC 0.65% Add +5.7% 8,894 $2.6M
Strait & Sound Wealth Management LLC 1.09% Reduce -6.0% 8,890 $2.6M
Westbourne Investment Advisors, Inc. 0.78% Add +4.7% 8,890 $2.6M
Westmount Partners, LLC 0.71% Reduce -0.1% 8,883 $2.6M
Walled Lake Planning & Wealth Management, LLC 0.84% Reduce -18.8% 8,876 $2.6M
Corrado Advisors, LLC 1.57% Reduce -3.7% 8,853 $2.6M
Prossimo Advisors, LLC 2.06% Add +0.1% 8,831 $2.6M
South Street Advisors LLC 0.38% Add +0.3% 8,807 $2.6M
United Community Bank 0.87% Reduce -8.0% 8,800 $2.6M
Hummer Financial Advisory Services Inc 1.91% No change 8,790 $2.5M
Trail Ridge Investment Advisors, LLC 1.23% Reduce -3.1% 8,600 $2.5M
Meridian Investment Counsel Inc. 0.69% No change 8,787 $2.5M
Front Row Advisors LLC 0.89% Add +1.7% 8,786 $2.5M
Oarsman Capital, Inc. 0.40% Reduce -2.0% 8,757 $2.5M
Wealth Management Associates, Inc. 0.99% Add +7.0% 8,737 $2.5M
One Plus One Wealth Management, LLC 1.38% Reduce -2.9% 8,717 $2.5M
Stephens Consulting, LLC 0.60% Add +11.6% 8,701 $2.5M
Bouchey Financial Group, Ltd. 0.21% Add +2.0% 8,696 $2.5M
Matrix Private Capital Group LLC 1.48% Reduce -11.1% 8,693 $2.5M
Rodgers Brothers Inc. 0.32% No change 8,685 $2.5M
Bordeaux Wealth Advisors LLC 0.32% Reduce -1.6% 8,672 $2.5M
Inman Jager Wealth Management, LLC 1.70% Add +1.1% 8,669 $2.5M
Defined Wealth Management, LLC 1.55% Reduce -0.2% 8,665 $2.5M
Keystone Financial Services 0.85% Add +1.5% 8,655 $2.5M
Sunbeam Capital Management, LLC 1.90% Add +4.8% 8,651 $2.5M
Stance Capital LLC 0.94% New 8,647 $2.5M
Security Financial Services, INC. 0.44% Add +13.9% 8,643 $2.5M
Anb Bank 1.12% Reduce -1.9% 8,636 $2.5M
Lazari Capital Management, Inc. 0.94% Reduce -3.2% 8,636 $2.5M
Monte Financial Group, LLC 0.97% Add +0.9% 8,632 $2.5M
Baron Silver Stevens Financial Advisors, LLC 0.40% Add +10.7% 8,622 $2.5M
Sentry Investment Management LLC 1.38% Reduce -2.0% 8,831 $2.5M
W Advisors, LLC 1.43% Reduce -1.6% 8,604 $2.5M
Bayesian Capital Management, LP 0.39% New 8,602 $2.5M
Cim, LLC 0.34% Reduce -0.8% 8,600 $2.5M
Citadel Investment Advisory, Inc. 1.21% Reduce -3.2% 8,599 $2.5M
Vista Investment Partners Ii, LLC 1.20% Add +0.2% 8,593 $2.5M
JNBA Financial Advisors 0.24% Reduce -0.5% 8,585 $2.5M
Centerpoint Advisory Group 2.16% Add +10.2% 8,579 $2.5M
M. Kraus & Co 0.73% No change 8,572 $2.5M
Whitaker-Myers Wealth Managers, LTD. 0.63% Add +41.1% 8,563 $2.5M
Texas Capital Bancshares Inc 0.90% Reduce -1.5% 8,559 $2.5M
Vigilare Wealth Management 0.93% Add +131.6% 8,551 $2.5M
Legacy Edge Advisors, LLC 0.33% Add +3.3% 8,547 $2.5M
Paulson Wealth Management Inc. 0.64% Reduce -0.3% 8,544 $2.5M
Cornercap Investment Counsel Inc. 1.29% Reduce -20.6% 8,540 $2.5M
Navellier & Associates Inc. 0.31% No change 8,540 $2.5M
City State Bank 0.78% Reduce -1.5% 8,538 $2.5M
Vision Capital Management, Inc. 0.33% Reduce -7.6% 8,535 $2.5M
Prairie Sky Financial Group LLC 1.36% No change 8,533 $2.5M
IFG Advisors, LLC 0.42% Add +0.6% 8,525 $2.5M
Capital Management Associates 4.02% No change 8,500 $2.5M
Orion Capital Management LLC 0.94% No change 8,494 $2.5M
Ames National Corp. 1.59% Reduce -6.6% 8,490 $2.5M
Pursue Wealth Partners LLC 1.39% Reduce -0.3% 8,462 $2.5M
Bay Capital Advisors, LLC 1.87% Add +0.1% 8,461 $2.5M
Mainstream Capital Management LLC 1.78% Reduce -0.3% 8,454 $2.5M
LexAurum Advisors, LLC 0.39% Reduce -5.0% 8,453 $2.5M
Guardian Investment Management 2.46% Reduce -36.2% 8,449 $2.4M
Affiance Financial, LLC 0.50% Add +2.5% 8,445 $2.4M
Eley Financial Management, Inc 0.94% Reduce -1.3% 8,427 $2.4M
Stableford Capital II LLC 0.92% Reduce -10.4% 8,175 $2.4M
Lakeshore Financial Planning, Inc. 0.98% Add +0.4% 8,417 $2.4M
Fortitude Advisory Group L.L.C. 1.39% Reduce -3.1% 8,417 $2.4M
Gallagher Fiduciary Advisors, LLC 0.09% Add +0.6% 8,380 $2.4M
Game Creek Capital, LP 1.25% No change 8,375 $2.4M
Chancellor Financial Group WB LP 1.89% Add +1.7% 8,372 $2.4M
Evergreen Wealth Management, LLC 1.36% Add +0.8% 8,370 $2.4M
Castle Wealth Management LLC 0.88% Reduce -3.6% 8,369 $2.4M
RoundAngle Advisors LLC 2.02% Add +0.3% 8,362 $2.4M
Seven Mile Advisory 1.46% Reduce -0.9% 8,360 $2.4M
Roberts Capital Advisors, LLC 1.79% Add +47.4% 8,358 $2.4M
Cypress Capital Management LLC (WY) 2.63% Reduce -1.0% 8,355 $2.4M
First County Bank 1.30% Reduce -5.5% 8,322 $2.4M
Bolthouse Investments, LLC 2.39% No change 8,317 $2.4M
Private Client Services, LLC 0.94% Add +20.6% 8,310 $2.4M
First National Bank Sioux Falls 0.88% Reduce -0.8% 8,294 $2.4M
Johnson & White Wealth Management, LLC 1.21% Reduce -0.8% 8,291 $2.4M
Cora Capital Advisors LLC 1.07% Add +3.3% 8,279 $2.4M
Cheviot Value Management, LLC 0.27% Reduce -1.1% 8,290 $2.4M
CoreFirst Bank & Trust 1.35% Reduce -4.3% 8,246 $2.4M
Tudor Financial Inc. 1.35% Add +1.0% 8,244 $2.4M
Trust Co 0.27% Reduce -4.2% 8,239 $2.4M
Ibex Wealth Advisors 0.25% Reduce -67.5% 8,235 $2.4M
TLWM 0.45% Reduce -0.4% 8,226 $2.4M
Ellsworth Advisors, LLC 0.58% Reduce -10.1% 8,225 $2.4M
Sustainable Insight Capital Management, LLC 1.08% Reduce -61.5% 8,225 $2.4M
CPA Asset Management Group, LLC 1.00% No change 8,223 $2.4M
Summit Wealth & Retirement Planning, Inc. 0.64% No change 8,220 $2.4M
Accel Wealth Management 0.79% Reduce -1.8% 8,204 $2.4M
Jmac Enterprises LLC 0.51% Reduce -1.2% 8,191 $2.4M
Versant Capital Management, Inc 0.36% Add +11.9% 8,178 $2.4M
Weaver C. Barksdale & Associates, Inc. 2.27% Reduce -8.3% 8,176 $2.4M
Alesco Advisors, LLC, An ESL Co 0.07% Add +1.0% 8,174 $2.4M
SMART Wealth LLC 0.74% Add +0.0% 8,173 $2.4M
Woodard & Co. Asset Management Group Inc. 0.43% Add +4.4% 8,132 $2.4M
Arbor Capital Management Inc. 2.05% Reduce -2.3% 7,992 $2.4M
Foster Victor Wealth Advisors, LLC 0.16% Add +2.1% 8,301 $2.4M
Apollon Financial, LLC 0.49% Add +1.6% 8,107 $2.4M
Garland Capital Management Inc. 7.43% Reduce -68.5% 8,070 $2.3M
Eagle Wealth Strategies LLC 1.31% Reduce -12.3% 8,050 $2.3M
Perpetual Ltd 0.03% Reduce -33.7% 8,047 $2.3M
One Wealth Advisors, LLC 0.32% Reduce -0.1% 8,043 $2.3M
Syntegra Private Wealth Group, LLC 0.24% Add +11.7% 8,038 $2.3M
Aspen Wealth Strategies, LLC 1.40% Add +7.5% 8,036 $2.3M
Tortoise Investment Management, LLC 0.22% Add +1.0% 8,028 $2.3M
O'Brien Greene & Co. Inc 0.76% No change 8,014 $2.3M
Promethium Advisors,llc 1.41% Add +5.1% 8,004 $2.3M
Silver Oak Securities, Incorporated 0.19% Add +1.5% 8,002 $2.3M
GoodHaven Capital Management, LLC 0.81% No change 8,000 $2.3M
Element Wealth, LLC 1.07% Add +44.1% 8,000 $2.3M
American State Bank (Iowa) 1.28% Add +0.4% 7,999 $2.3M
Potomac Fund Management Inc. 0.13% Reduce -1.9% 8,113 $2.3M
Roxbury Financial LLC 2.26% Reduce -3.1% 7,985 $2.3M
McElhenny Sheffield Capital Management, LLC 0.62% Reduce -0.1% 7,983 $2.3M
Delta Investment Management, LLC 0.44% Add +0.8% 7,982 $2.3M
BHK Investment Advisors, LLC 0.91% Reduce -8.8% 7,977 $2.3M
Scott Marsh Financial, LLC 0.86% — 7,972 $2.3M
Lion Street Advisors, LLC 0.70% Add +5.5% 7,956 $2.3M
PFC Capital Group, Inc. 1.07% Reduce -5.2% 7,955 $2.3M
CTC Alternative Strategies, Ltd. 2.02% Add +261.6% 7,954 $2.3M
Hendershot Investments Inc. 0.31% Reduce -6.6% 7,945 $2.3M
LVZ, Inc. 0.28% Reduce -0.0% 7,927 $2.3M
First National Bank & Trust Co. of Newtown 0.46% Reduce -6.9% 7,919 $2.3M
Proffitt & Goodson Inc. 0.35% Add +1.6% 7,911 $2.3M
MBA Advisors LLC 1.06% Reduce -6.2% 7,909 $2.3M
Northwest Wealth Management, LLC 0.41% Add +2.4% 7,908 $2.3M
Edge Financial Advisors LLC 1.21% Reduce -1.0% 7,906 $2.3M
JFS Wealth Advisors, LLC 0.15% Add +0.5% 7,897 $2.3M
Ti-Trust, Inc. 1.53% No change 7,879 $2.3M
Ridgecrest Wealth Partners, LLC 1.20% Add +0.1% 7,861 $2.3M
Tandem Investment Partners LLC 1.98% Add +10.8% 7,836 $2.3M
Mendel Money Management 1.00% Reduce -3.5% 7,808 $2.3M
Moment Partners, LLC 0.42% Add +0.5% 7,787 $2.3M
SWP Investment Management LLC 2.66% Add +1.1% 7,765 $2.3M
Paragon Private Wealth Management, LLC 0.90% Add +24.2% 7,758 $2.2M
Armor Investment Advisors, LLC 0.85% Reduce -7.3% 7,753 $2.2M
Foster Group, Inc. 0.08% Add +5.0% 7,738 $2.2M
Birmingham Capital Management Co. Inc. 0.99% Reduce -31.0% 7,735 $2.2M
TriaGen Wealth Management LLC 0.68% Reduce -49.5% 7,717 $2.2M
Syntax Research, Inc. 1.59% Add +1.4% 7,717 $2.2M
Fielder Capital Group LLC 0.60% Reduce -9.2% 7,713 $2.2M
Aspen Grove Capital, LLC 0.38% Add +37.8% 7,705 $2.2M
ZEGA Investments, LLC 0.56% Add +13.4% 7,696 $2.2M
Clark Asset Management, LLC 0.30% Add +202.6% 7,687 $2.2M
General Partner, Inc. 1.30% No change 7,672 $2.2M
Garrison Point Advisors, LLC 1.02% Reduce -2.3% 7,670 $2.2M
Retirement Planning Group, LLC 0.09% Add +8.6% 7,663 $2.2M
Asset Advisors Investment Management, LLC 0.22% No change 7,648 $2.2M
HBW Advisory Services LLC 0.27% Add +6.1% 7,647 $2.2M
Five Oceans Advisors 0.94% Add +0.6% 7,636 $2.2M
CYBER HORNET ETFs LLC 1.59% Reduce -1.2% 7,619 $2.2M
Debussy Capital Management LP 0.33% Add +1.8% 7,615 $2.2M
Berkeley Capital Partners, LLC 0.56% Reduce -2.4% 7,612 $2.2M
InTrack Investment Management Inc 1.48% Add +15.0% 7,608 $2.2M
Cape Ann Savings Bank 1.32% Reduce -9.8% 7,597 $2.2M
ABLE Financial Group, LLC 0.53% Reduce -4.8% 7,576 $2.2M
Sterling Investment Counsel, LLC 1.29% Reduce -55.8% 7,566 $2.2M
Palacios Wealth Management, LLC 1.80% Add +224.3% 7,556 $2.2M
Secured Retirement Advisors, LLC 1.31% Reduce -3.3% 7,554 $2.2M
Key Client Fiduciary Advisors, LLC 0.90% Add +1.1% 7,550 $2.2M
Fieldview Capital Management, LLC 0.33% New 7,541 $2.2M
Mason & Associates Inc 0.50% Add +1.9% 7,535 $2.2M
Saiph Capital, LLC 0.85% New 7,533 $2.2M
Measured Wealth Private Client Group, LLC 0.65% Add +9.1% 7,530 $2.2M
Southeast Asset Advisors, LLC 0.26% Add +18.9% 7,529 $2.2M
bLong Financial, LLC 1.68% Reduce -0.7% 7,525 $2.2M
Terra Nova Asset Management LLC 1.52% Reduce -8.6% 7,523 $2.2M
Raleigh Capital Management Inc. 0.91% Reduce -2.8% 7,512 $2.2M
Menard Financial Group LLC 1.29% Add +21.6% 7,510 $2.2M
Dixon Fnancial Services, Inc. 1.10% Reduce -1.3% 7,495 $2.2M
LeClair Wealth Partners LLC 1.47% Reduce -3.5% 7,490 $2.2M
Physicians Financial Services, Inc. 0.65% Reduce -0.3% 7,487 $2.2M
Oakwell Private Wealth Management, LLC 0.50% Add +6.7% 7,462 $2.2M
Covenant Partners, LLC 0.64% No change 7,451 $2.2M
McLean Asset Management Corp 0.57% Add +2.3% 7,394 $2.2M
Gibbs Wealth Management 0.42% Add +22.4% 7,437 $2.2M
Aviso Wealth Management 1.01% Add +3.7% 7,426 $2.2M
KRS Capital Management, LLC 1.44% Add +4.3% 7,419 $2.2M
Commons Capital, LLC 1.64% Add +0.5% 7,412 $2.1M
Alhambra Investment Management LLC 1.06% Reduce -4.3% 7,393 $2.1M
R.H. Investment Group, LLC 1.96% No change 7,390 $2.1M
Roehl & Yi Investment Advisors, LLC 1.10% Reduce -1.3% 7,386 $2.1M
Bulltick Wealth Management, LLC 0.53% Reduce -29.6% 7,384 $2.1M
Brucke Financial, Inc. 1.49% Reduce -3.6% 7,373 $2.1M
Gen-Wealth Partners Inc 0.82% Reduce -3.4% 7,370 $2.1M
Heartwood Wealth Advisors LLC 0.22% Add +6.4% 7,359 $2.1M
Cornerstone National Bank & Trust Co 0.92% Add +4.7% 7,344 $2.1M
Sovran Advisors, LLC 0.22% Add +14.4% 7,525 $2.1M
Armbruster Capital Management, Inc. 0.39% Add +2.2% 7,333 $2.1M
Black Diamond Financial, LLC 0.33% Reduce -2.8% 7,312 $2.1M
Omnia Family Wealth, LLC 0.77% Add +10.2% 7,307 $2.1M
Cladis Investment Advisory, LLC 1.33% Add +2.1% 7,303 $2.1M
Prosperity Financial Group, Inc. 0.90% Add +9.4% 7,287 $2.1M
Claris Financial LLC 1.59% Reduce -20.6% 7,269 $2.1M
Edgemoor Investment Advisors, Inc. 0.18% Add +3.3% 7,254 $2.1M
Rf&l Wealth Management, LLC 1.35% No change 7,227 $2.1M
Argyle Capital Partners, LLC 1.73% Reduce -1.7% 7,221 $2.1M
Thrive Wealth Management, LLC 0.34% Reduce -0.4% 7,203 $2.1M
Nabity-Jensen Investment Management Inc 1.54% Add +3.0% 7,199 $2.1M
Stanley-Laman Group, Ltd. 0.31% Reduce -38.7% 7,196 $2.1M
GenTrust, LLC 0.10% Reduce -8.7% 7,194 $2.1M
Veracity Capital LLC 0.72% Reduce -5.5% 7,170 $2.1M
ELCO Management Co., LLC 1.09% Reduce -3.2% 7,169 $2.1M
Trilogy Capital Inc. 0.10% Reduce -3.6% 7,157 $2.1M
Orca Investment Management, LLC 1.87% Add +1.3% 7,151 $2.1M
Freedom Investment Management, Inc. 0.17% Reduce -4.7% 7,147 $2.1M
Cornerstone Planning Group LLC 0.42% Add +33.4% 7,102 $2.1M
Total Wealth Planning & Management, Inc. 1.78% Add +2.2% 7,126 $2.1M
GPS Wealth Strategies Group, LLC 0.24% Reduce -0.7% 7,122 $2.1M
Altus Wealth Group LLC 0.91% Add +4.8% 7,109 $2.1M
Kozak & Associates, Inc. 0.42% Reduce -0.9% 7,259 $2.1M
Revisor Wealth Management LLC 0.74% Add +187.6% 7,096 $2.1M
Riverbend Wealth Management, LLC 1.55% Add +2.7% 7,076 $2.1M
Maia Wealth LLC 0.39% Add +39.0% 7,075 $2.1M
Redwood Investment Management, LLC 0.22% Reduce -17.5% 7,075 $2.1M
Sutton Place Investors LLC 1.23% Add +7.8% 7,064 $2.0M
Renasant Bank 1.37% Add +22.5% 7,064 $2.0M
Talisman Wealth Advisors LLC 1.87% Add +0.1% 7,056 $2.0M
Accuvest Global Advisors 1.33% Add +14.0% 7,052 $2.0M
Unique Wealth Strategies, LLC 0.85% Reduce -4.6% 7,034 $2.0M
Fairscale Capital, LLC 1.48% Add +8.4% 6,872 $2.0M
Uptick Partners, LLC 0.58% Add +60.9% 7,022 $2.0M
Ruffer LLP 0.09% No change 7,000 $2.0M
SC&H Financial Advisors, Inc. 0.35% Reduce -2.1% 6,992 $2.0M
Obsidian Cio, LLC 0.29% Add +12.3% 6,982 $2.0M
Lantz Financial LLC 0.50% Add +1.6% 6,972 $2.0M
Phillips Wealth Planners LLC 1.83% Reduce -2.1% 7,135 $2.0M
Sippican Capital Advisors 1.47% Reduce -0.2% 6,957 $2.0M
ARGA Investment Management, LP 0.06% No change 6,950 $2.0M
High Falls Advisors, Inc 0.45% Add +1.9% 6,940 $2.0M
RFP Financial Group LLC 0.83% No change 6,933 $2.0M
WINTON GROUP Ltd 0.10% New 6,927 $2.0M
Deltec Asset Management LLC 0.36% No change 6,925 $2.0M
Greykasell Wealth Strategies, Inc. 0.96% Add +2.1% 6,916 $2.0M
Bingham Private Wealth, LLC 1.90% Reduce -4.1% 6,882 $2.0M
Cahill Financial Advisors Inc. 0.25% Reduce -5.2% 6,879 $2.0M
Advisory Research Inc. 0.31% Reduce -1.9% 6,872 $2.0M
Intrua Financial, LLC 0.29% Reduce -6.2% 6,851 $2.0M
Solidarity Wealth, LLC 0.46% Reduce -1.4% 6,834 $2.0M
Atlas Capital Advisors Inc. 0.24% Reduce -0.5% 6,818 $2.0M
Sovereign Financial Group, Inc. 0.41% Add +2.0% 6,812 $2.0M
Mosaic Family Wealth Partners, LLC 0.25% Reduce -6.1% 6,811 $2.0M
Birchcreek Wealth Management, LLC 1.12% Reduce -0.5% 6,801 $2.0M
Traveka Wealth, LLC 1.04% Add +0.7% 6,800 $2.0M
Winmill & Co. Inc. 0.55% No change 6,800 $2.0M
TFR Capital, LLC. 0.71% Reduce -2.4% 6,791 $2.0M
LBMC Investment Advisors, LLC 0.14% No change 6,781 $2.0M
FNY Investment Advisers, LLC 0.85% New 6,750 $2.0M
Tilia Fiduciary Partners, Inc. 1.19% Reduce -1.8% 6,735 $2.0M
Beacon Investment Advisors LLC 0.84% Add +0.1% 6,800 $2.0M
Pflug Koory, LLC 0.99% Add +0.0% 6,733 $2.0M
Advyzon Investment Management, LLC 0.43% Add +53.2% 6,726 $1.9M
Hickory Point Bank & Trust 1.57% Add +12.6% 6,718 $1.9M
Finward Bancorp 1.53% Reduce -0.3% 6,699 $1.9M
World Equity Group, Inc. 0.53% Add +0.9% 6,677 $1.9M
Gries Financial LLC 0.35% Reduce -15.2% 6,674 $1.9M
Milestone Asset Management, LLC 0.41% Reduce -64.5% 6,662 $1.9M
Sivia Capital Partners, LLC 0.66% Reduce -8.0% 6,661 $1.9M
Viewpoint Capital Management LLC 0.95% Reduce -0.8% 6,660 $1.9M
Transamerica Financial Advisors, LLC 0.18% Reduce -12.1% 6,658 $1.9M
Colonial River Investments, LLC 0.83% Reduce -4.8% 6,666 $1.9M
Keyes, Stange & Wooten Wealth Management, LLC 1.00% Reduce -5.9% 6,625 $1.9M
Palogic Value Management, L.P. 0.82% No change 6,624 $1.9M
Access Financial Services, Inc. 0.73% No change 6,624 $1.9M
TFC Financial Management, Inc. 0.26% Reduce -0.0% 6,622 $1.9M
Sunflower Bank, N.A. 0.49% Add +0.1% 6,620 $1.9M
McIlrath & Eck, LLC 0.22% Add +1.1% 6,592 $1.9M
Sterling Wealth Management, Inc. 0.65% — 6,584 $1.9M
Capital Square, LLC 1.02% Reduce -8.9% 6,646 $1.9M
TFB Advisors LLC 0.50% Add +2.8% 6,562 $1.9M
Driehaus Capital Management LLC 0.02% Add +17.7% 6,559 $1.9M
Disciplined Investors, L.L.C. 1.48% Add +0.3% 6,544 $1.9M
Wealth Dimensions Group, Ltd. 0.42% Reduce -1.3% 6,544 $1.9M
AGH Wealth Advisors, LLC 1.56% Reduce -2.8% 6,521 $1.9M
Wolverine Trading, LLC 0.05% New 6,580 $1.9M
Solstein Capital, LLC 0.97% Add +4.3% 6,513 $1.9M
Fortis Group Advisors, LLC 0.34% Reduce -15.7% 6,378 $1.9M
Evolution Wealth Advisors, LLC 0.28% Reduce -1.5% 6,498 $1.9M
Schneider Downs Wealth Management Advisors, LP 0.28% Reduce -2.9% 6,473 $1.9M
Cascades Capital Asset Management, LLC 0.98% Add +23.1% 6,471 $1.9M
Fi3 FINANCIAL ADVISORS, LLC 0.68% Add +2.5% 6,464 $1.9M
Gilman Hill Asset Management, LLC 0.31% Reduce -5.3% 6,462 $1.9M
Vantage Financial Partners, LLC 0.43% Add +12.7% 6,454 $1.9M
Atticus Wealth Management, LLC 0.51% Add +65.4% 6,453 $1.9M
Fiera Capital Corp 0.01% Add +49.8% 6,447 $1.9M
Symphony Financial Services, Inc. 1.12% Add +0.5% 6,440 $1.9M
Richard W. Paul & Associates, LLC 0.67% Reduce -5.1% 6,438 $1.9M
Verum Partners LLC 0.43% Add +1.1% 6,430 $1.9M
AllSquare Wealth Management LLC 1.04% Reduce -10.5% 6,416 $1.9M
Frazier Financial Advisors, LLC 1.31% Reduce -1.1% 6,414 $1.9M
Westside Investment Management, Inc. 0.34% Add +7.0% 6,402 $1.9M
Strategic Wealth Investment Group, LLC 2.68% Add +6.3% 6,394 $1.9M
Westerkirk Capital Inc. 0.23% — 6,371 $1.8M
Davis Investment Partners, LLC 0.66% Add +6.7% 6,358 $1.8M
Keynote Financial Services LLC 1.25% Reduce -1.2% 6,359 $1.8M
Capital Advisory Group Advisory Services, LLC 0.66% Add +0.2% 6,347 $1.8M
Marshall Financial Group, LLC 0.36% Reduce -5.6% 6,299 $1.8M
Two Sigma Securities, LLC 0.23% New 6,339 $1.8M
BayBridge Capital Group, LLC 1.18% Add +1.9% 6,332 $1.8M
Investment House LLC 0.09% Reduce -5.6% 6,316 $1.8M
Oliver Lagore Vanvalin Investment Group 0.72% — 7,464 $1.8M
Tang Capital Management LLC 0.09% Reduce -28.7% 6,312 $1.8M
Knollwood Investment Advisory, LLC 0.18% No change 6,310 $1.8M
McNaughton Wealth Management, LLC 0.82% Add +3.0% 6,305 $1.8M
LaSalle St. Investment Advisors, LLC 0.50% Reduce -6.6% 6,305 $1.8M
AJ Advisors, LLC 0.81% Reduce -9.2% 6,301 $1.8M
Syverson Strege & Co 0.43% Add +212.7% 6,301 $1.8M
Wincap Financial LLC 1.47% Add +4.5% 6,295 $1.8M
Evernest Financial Advisors, LLC 0.59% Add +11.1% 6,283 $1.8M
Patron Partners, LLC 0.90% Add +14.3% 6,270 $1.8M
Legacy Capital Wealth Partners, LLC 0.41% Reduce -10.7% 6,260 $1.8M
Kirtland Hills Capital Management, LLC 0.84% Add +8.1% 6,259 $1.8M
HMV Wealth Advisors, LLC 1.19% Reduce -2.0% 6,255 $1.8M
Quantum Financial Advisors, LLC 0.25% No change 6,253 $1.8M
Powers Advisory Group, LLC 0.80% Add +1.7% 6,246 $1.8M
QTR Family Wealth, LLC 1.12% Add +18.4% 6,234 $1.8M
Trust Co of the South 0.32% Reduce -1.0% 6,232 $1.8M
Patriot Investment Management Group, Inc. 0.12% Add +7.9% 6,197 $1.8M
Crew Capital Management, Ltd 1.29% Reduce -2.7% 6,197 $1.8M
Stevens Capital Management LP 0.49% Reduce -81.4% 6,196 $1.8M
Wiser Advisor Group LLC 3.12% Reduce -16.1% 6,192 $1.8M
Donald L. Hagan, LLC 0.90% Reduce -41.1% 6,189 $1.8M
IronOak Wealth LLC. 1.74% — 6,171 $1.8M
waypoint wealth counsel 0.89% Add +9.6% 6,169 $1.8M
St. Clair Advisors, LLC 0.47% Reduce -3.1% 6,160 $1.8M
Baron Wealth Management LLC 0.63% Add +22.7% 6,154 $1.8M
Optiver Holding B.V. 0.05% Add +42.3% 6,151 $1.8M
South Plains Financial, Inc. 1.25% Add +1.2% 6,148 $1.8M
D'Orazio & Associates, Inc. 0.25% Reduce -2.5% 6,147 $1.8M
Bay Rivers Group 0.81% No change 6,133 $1.8M
Seamount Financial Group Inc. 0.91% Add +27.4% 6,122 $1.8M
5th Street Advisors, LLC 0.88% Reduce -13.6% 6,111 $1.8M
Global Trust Asset Management, LLC 0.95% Add +33.5% 6,104 $1.8M
Sentry LLC 0.35% No change 6,101 $1.8M
Momentum Wealth Planning, LLC 1.53% — 6,096 $1.8M
M.E. Allison & Co., Inc. 1.42% Reduce -4.8% 6,080 $1.8M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.71% Add +3.7% 6,078 $1.8M
Systematic Financial Management LP 0.05% No change 6,075 $1.8M
Howard Financial Services, LTD. 0.23% Reduce -26.5% 6,064 $1.8M
Realta Investment Advisors 0.69% Add +1.5% 6,064 $1.8M
ICONIQ Capital, LLC 0.03% Add +2.1% 6,062 $1.8M
Rogco, LP 0.66% Reduce -11.8% 6,061 $1.8M
Heck Capital Advisors, LLC 0.15% Add +5.6% 6,060 $1.8M
Capital Planning Advisors, LLC 0.26% Reduce -0.2% 6,058 $1.8M
CORDA Investment Management, LLC. 0.13% Reduce -11.8% 6,043 $1.8M
Crumly & Associates Inc. 0.43% Reduce -2.0% 6,040 $1.8M
Sunburst Financial Group, LLC 0.39% Add +5.7% 6,030 $1.7M
Topsail Wealth Management, LLC 0.32% Add +0.3% 6,015 $1.7M
Investment Partners Asset Management, Inc. 1.21% Add +6.5% 6,009 $1.7M
ARK & TLK Investments, LLC 0.56% Reduce -4.8% 6,005 $1.7M
Fjell Capital, LLC 1.61% Add +1.2% 6,003 $1.7M
MFG Wealth Management, Inc. 1.47% New 6,000 $1.7M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.07% Add +5.3% 6,000 $1.7M
Hennessy Advisors Inc. 0.06% Add +9.1% 6,000 $1.7M
Sandbox Financial Partners, LLC 0.55% Add +0.8% 5,994 $1.7M
Olistico Wealth, LLC 0.96% Add +11.1% 5,987 $1.7M
Granite Harbor Advisors, Inc. 0.81% Add +1.5% 5,979 $1.7M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 5.60% No change 5,960 $1.7M
Alpha Family Trust 0.85% No change 5,950 $1.7M
Greatmark Investment Partners, Inc. 0.22% No change 5,942 $1.7M
Windsor Advisory Group, LLC 2.44% Reduce -18.7% 5,938 $1.7M
Hurley Capital, LLC 1.21% Reduce -1.2% 5,936 $1.7M
Carr Financial Group Corp 0.50% Reduce -2.6% 5,901 $1.7M
New Covenant Trust Company, N.A. 1.53% Reduce -0.9% 5,949 $1.7M
Bridgewealth Advisory Group, LLC 0.43% New 5,879 $1.7M
Dogwood Wealth Management LLC 0.83% Add +2.4% 6,027 $1.7M
PBMares Wealth Management LLC 0.31% Add +6.5% 5,860 $1.7M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.88% No change 5,850 $1.7M
Barnes Pettey Financial Advisors, LLC 1.13% Add +1.3% 5,840 $1.7M
Capital Investment Counsel, Inc 0.22% Add +0.5% 5,833 $1.7M
Hurlow Wealth Management Group, Inc. 0.48% Reduce -4.5% 5,824 $1.7M
Fairview Capital Investment Management, LLC 0.09% Reduce -4.0% 5,814 $1.7M
Harris Associates (Oakmark Funds) 0.00% Add +18.7% 5,804 $1.7M
Nadler Financial Group, Inc. 0.17% Reduce -1.1% 5,796 $1.7M
Moller Wealth Partners 0.37% Reduce -3.1% 5,793 $1.7M
Cascade Investment Group, Inc. 1.17% Add +5.3% 5,787 $1.7M
Aspire Private Capital, LLC 0.39% Add +21.1% 5,785 $1.7M
Fidelity D & D Bancorp Inc. 1.03% Reduce -9.4% 5,780 $1.7M
Shakespeare Wealth Management, LLC 0.45% Reduce -0.9% 5,775 $1.7M
Petros Family Wealth, LLC 1.53% Add +5.4% 5,772 $1.7M
Sulzberger Capital Advisors, Inc. 1.96% Reduce -4.3% 5,772 $1.7M
RFG - Bristol Wealth Advisors, LLC 0.52% Add +0.8% 5,770 $1.7M
Rainier Family Wealth Inc. 1.67% Reduce -3.2% 5,762 $1.7M
Unified Investment Management 1.79% Add +3.7% 5,748 $1.7M
McDaniel Terry & Co. 0.14% Reduce -6.8% 5,745 $1.7M
Black Swift Group, LLC 0.34% Reduce -0.3% 5,740 $1.7M
BXM Wealth LLC 1.97% Reduce -3.6% 5,731 $1.7M
Rosenberg Matthew Hamilton 0.39% Reduce -3.8% 5,714 $1.7M
Gould Asset Management LLC 0.32% Reduce -5.1% 5,701 $1.7M
Philip James Wealth Mangement, LLC 0.22% Reduce -6.7% 5,697 $1.7M
Virtus Investment Advisers, LLC 0.56% Add +7.0% 5,691 $1.6M
WealthTrust Axiom LLC 0.48% No change 5,680 $1.6M
RMR Capital Management, LLC 1.18% Reduce -34.6% 5,677 $1.6M
Hall Laurie J Trustee 0.54% Reduce -0.4% 5,665 $1.6M
Evanson Asset Management, LLC 0.10% Add +28.6% 5,661 $1.6M
Sendero Wealth Management, LLC 0.20% Add +1.0% 5,659 $1.6M
Strategic Family Wealth Counselors, L.L.C. 0.47% Add +1.1% 5,653 $1.6M
Carrera Capital Advisors 0.33% Reduce -3.1% 5,648 $1.6M
Barings LLC 0.04% Add +273.5% 5,643 $1.6M
Brave Warrior Advisors 0.04% No change 5,643 $1.6M
Impact Partnership Wealth, LLC 0.30% New 5,636 $1.6M
Womack Financial LLC 1.36% Reduce -7.7% 5,634 $1.6M
Up Strategic Wealth Investment Advisors LLC 1.27% Add +14.8% 5,634 $1.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.11% Add +15.3% 5,622 $1.6M
Triton Financial Group Inc 1.18% — 5,621 $1.6M
Gateway Wealth Partners, LLC 0.31% Add +5.3% 5,618 $1.6M
Silvia McColl Wealth Management, LLC 1.18% Reduce -1.4% 5,608 $1.6M
Colton Groome Financial Advisors, LLC 0.55% Add +1.9% 5,603 $1.6M
Ameriflex Group, Inc. 0.85% Reduce -25.1% 5,620 $1.6M
AlphaQuest LLC 0.16% Reduce -0.7% 5,595 $1.6M
Almanack Investment Partners, LLC. 0.26% Add +11.2% 5,592 $1.6M
Manske Wealth Management 0.53% Add +3.8% 5,574 $1.6M
Horan Securities, Inc. 0.57% Add +15.2% 5,567 $1.6M
Wilkins Miller Wealth Management, LLC 1.10% Reduce -2.9% 5,566 $1.6M
Creekmur Asset Management LLC 0.28% Add +43.7% 5,559 $1.6M
Financial Council, LLC 0.78% No change 5,556 $1.6M
Yoffe Investment Management, LLC 2.20% Add +0.1% 5,555 $1.6M
Copperleaf Capital, LLC 0.81% Add +13.6% 5,553 $1.6M
Burt Wealth Advisors 0.37% No change 5,551 $1.6M
Oliver Luxxe Assets LLC 0.29% Add +2.6% 5,550 $1.6M
Lebenthal Global Advisors, LLC 0.30% Reduce -53.2% 5,549 $1.6M
Castlekeep Investment Advisors LLC 0.79% Add +17.9% 5,544 $1.6M
Northstar Group, Inc. 0.26% Add +2.5% 5,538 $1.6M
All Terrain Financial Advisors, LLC 0.58% Add +0.2% 5,536 $1.6M
May Hill Capital, LLC 0.53% Add +7.2% 5,530 $1.6M
Novak & Powell Financial Services, Inc. 1.11% Reduce -4.8% 5,520 $1.6M
Private Wealth Advisors, LLC 0.63% Add +0.2% 5,519 $1.6M
Financial Partners Group, Inc 0.22% Add +1.3% 5,518 $1.6M
Baring Financial LLC 1.19% Reduce -0.8% 5,514 $1.6M
Cardiff Park Advisors, LLC 0.14% Add +0.1% 5,513 $1.6M
Clifford Group, LLC 1.31% Reduce -3.9% 5,512 $1.6M
Clarus Group, Inc. 0.59% Reduce -1.5% 5,506 $1.6M
Central Asset Investments & Management Holdings (HK) Ltd 1.45% New 5,498 $1.6M
First Bancorp, Inc 0.91% Add +7.9% 5,492 $1.6M
Lodestar Private Asset Management LLC 0.18% Add +0.0% 5,489 $1.6M
Cassia Capital Partners, LLC 0.96% Add +0.2% 5,487 $1.6M
O'Neil Global Advisors, Inc. 0.37% New 5,484 $1.6M
Allstate Corp. 0.11% Reduce -94.5% 5,476 $1.6M
PUREfi Wealth, LLC 1.27% Add +13.2% 5,472 $1.6M
Spartan Planning & Wealth Management 1.35% Reduce -1.5% 5,456 $1.6M
Sage Investment Counsel LLC 1.83% No change 5,452 $1.6M
Centurion Wealth Management LLC 0.45% Reduce -1.0% 5,437 $1.6M
Abel Hall, LLC 0.73% Add +39.9% 5,435 $1.6M
Cravens & Co Advisors, LLC 1.17% Add +0.0% 5,431 $1.6M
Delphi Management Inc. 1.52% Reduce -5.0% 5,426 $1.6M
Eagle Strategies LLC 0.24% Reduce -0.6% 5,425 $1.6M
Meridian Wealth Partners, LLC 0.23% Add +69.9% 5,417 $1.6M
Legacy Financial Strategies, LLC 0.31% Add +56.6% 5,416 $1.6M
Peak Retirement Planning, Inc. 0.63% Add +38.7% 5,402 $1.6M
Fairvoy Private Wealth, LLC 0.39% Add +14.3% 5,389 $1.6M
Tectonic Advisors LLC 0.09% Add +1.7% 5,387 $1.6M
Legal Advantage Investments, Inc. 0.73% Reduce -4.0% 5,378 $1.6M
Plan Group Financial, LLC 0.51% Add +9.6% 5,377 $1.6M
West Bancorporation Inc. 0.98% Reduce -0.5% 5,375 $1.6M
STAR Financial Bank 0.99% Reduce -3.9% 5,366 $1.6M
PKS Advisory Services, LLC 0.38% Add +2.9% 5,365 $1.6M
Proathlete Wealth Management LLC 0.49% Add +0.9% 5,341 $1.6M
Garden State Investment Advisory Services LLC 0.42% Add +15.2% 5,344 $1.6M
Grant Street Asset Management, Inc. 0.35% No change 5,355 $1.6M
MinichMacGregor Wealth Management, LLC 0.33% Reduce -16.9% 5,355 $1.6M
Hutchinson Financial Advisors, INC 1.74% — 5,351 $1.6M
Gerber, LLC 1.09% Add +1.0% 5,350 $1.6M
Oldfather Financial Services, LLC 0.53% Add +0.1% 5,349 $1.6M
FORM Wealth Advisors, LLC 0.19% Add +4.5% 5,343 $1.5M
Costello Asset Management, INC 0.58% Reduce -17.6% 5,335 $1.5M
BIP Wealth, LLC 0.09% Add +14.1% 5,315 $1.5M
Lord & Richards Wealth Management, LLC 1.61% Add +7.0% 5,315 $1.5M
Secure Asset Management, LLC 0.29% Add +32.2% 5,314 $1.5M
Jacobsen Capital Management 0.57% Add +7.4% 5,312 $1.5M
Kennedy Investment Group, Inc. 0.65% Add +0.6% 5,311 $1.5M
Councilmark Asset Management, LLC 0.97% No change 5,293 $1.5M
Ami Asset Management Corp. 0.09% Reduce -35.5% 5,289 $1.5M
Madison Wealth Partners, Inc 0.33% Reduce -29.3% 5,272 $1.5M
LWM Advisory Services, LLC 1.05% Reduce -3.7% 5,269 $1.5M
Canandaigua National Trust Co of Florida 1.08% Reduce -0.6% 5,263 $1.5M
Severin Investments, LLC 1.43% Reduce -5.0% 5,250 $1.5M
Horizon Wealth Management, LLC 0.27% Reduce -3.4% 5,242 $1.5M
State of Wyoming 0.19% Reduce -2.7% 5,240 $1.5M
Hofer & Associates. Inc 0.95% Add +1.3% 5,235 $1.5M
Arthur M. Cohen & Associates, LLC 0.27% Add +10.6% 5,226 $1.5M
Fortress Private Ledger, LLC 0.69% Add +1.9% 5,223 $1.5M
KilterHowling LLC 0.90% Reduce -0.3% 5,215 $1.5M
Atlas Private Wealth Advisors 0.19% Add +1.6% 5,203 $1.5M
Portland Global Advisors LLC 0.18% Add +34.2% 5,201 $1.5M
Park Capital Management, LLC / WI 1.39% Reduce -9.4% 5,191 $1.5M
Cross Staff Investments Inc 1.12% Add +0.0% 5,179 $1.5M
Centerpoint Advisors, LLC 0.51% Add +0.6% 5,178 $1.5M
Facet Wealth, Inc. 0.03% Add +43.3% 5,060 $1.5M
DMC Group, LLC 1.16% Reduce -13.9% 5,166 $1.5M
Kintra Wealth, LLC 0.90% Reduce -5.8% 5,161 $1.5M
Next Capital Management LLC 0.55% Add +231.4% 9,644 $1.5M
Latitude Advisors, LLC 0.75% Reduce -1.0% 5,148 $1.5M
Seeds Investor LLC 0.35% Add +5.4% 5,144 $1.5M
Guardian Asset Advisors, LLC 0.86% Add +5.0% 5,143 $1.5M
Sterneck Capital Management, LLC 0.76% Reduce -2.3% 5,137 $1.5M
Lionsbridge Wealth Management LLC 1.48% Reduce -1.7% 5,135 $1.5M
Ewa, LLC 0.47% Add +10.3% 5,129 $1.5M
Benchmark Financial Wealth Advisors, LLC 0.49% Add +23.6% 5,115 $1.5M
Pandora Wealth, Inc. 0.91% Reduce -1.4% 5,113 $1.5M
Boothbay Fund Management, LLC 0.05% Add +82.6% 5,098 $1.5M
Viawealth, LLC 0.87% Add +2.2% 5,090 $1.5M
Jump Financial, LLC 0.02% New 5,088 $1.5M
Werba Rubin Papier Wealth Management 0.28% Add +13.1% 5,078 $1.5M
Eagle Bay Advisors LLC 1.21% Reduce -2.4% 5,069 $1.5M
Richardson Financial Services Inc. 0.99% Add +2.7% 5,060 $1.5M
Weinberger Asset Management, Inc 0.57% Add +5.2% 5,064 $1.5M
Copperwynd Financial, LLC 0.37% Add +1.3% 5,060 $1.5M
Truvestments Capital LLC 0.29% Reduce -5.7% 5,039 $1.5M
Cambridge Advisors Inc. 0.30% Reduce -9.1% 5,026 $1.5M
Beaumont Asset Management, L.L.C. 0.78% Reduce -0.3% 5,024 $1.5M
Activest Wealth Management 0.35% Reduce -2.0% 5,021 $1.5M
Round Rock Advisors LLC 0.25% Add +36.1% 5,013 $1.5M
Paladin Wealth, LLC 1.13% Add +0.4% 5,010 $1.5M
Aurora Private Wealth, Inc. 1.07% Add +2.0% 5,001 $1.4M
Ipsen Advisor Group LLC 1.10% Add +98.6% 5,000 $1.4M
Holowesko Partners Ltd. 0.54% No change 5,000 $1.4M
JBF Capital, Inc. 0.23% No change 5,000 $1.4M
Greenhaven Associates Inc. 0.02% No change 5,000 $1.4M
Insight Advisors, LLC/ PA 0.23% Add +0.8% 4,999 $1.4M
McAdam, LLC 0.08% Add +1.2% 4,993 $1.4M
Garde Capital, Inc. 0.08% Reduce -0.7% 4,992 $1.4M
Wallington Asset Management, LLC 0.20% Add +1.3% 4,987 $1.4M
Willner & Heller, LLC 1.22% Reduce -0.9% 4,986 $1.4M
Steph & Co. 0.47% Reduce -1.5% 4,984 $1.4M
Oxler Private Wealth LLC 0.45% Add +0.1% 4,980 $1.4M
McHugh Group, LLC 0.98% No change 4,975 $1.4M
Eldridge Investment Advisors, Inc. 0.30% Add +11.2% 4,971 $1.4M
Benson Investment Management Company, Inc. 0.55% No change 4,950 $1.4M
New Millennium Group LLC 0.79% Add +741.3% 4,947 $1.4M
Salomon & Ludwin, LLC 0.14% Reduce -2.1% 4,905 $1.4M
Westhampton Capital, LLC 0.74% Reduce -0.8% 4,939 $1.4M
Liberty Wealth Management LLC 0.22% New 4,930 $1.4M
Smart Portfolios, LLC 1.44% Reduce -0.5% 4,919 $1.4M
Smith Thornton Advisors LLC 0.82% Add +0.3% 4,910 $1.4M
Spinnaker Investment Group, LLC 0.33% Reduce -4.2% 4,907 $1.4M
Elgethun Capital Management 0.29% Reduce -0.3% 4,902 $1.4M
Shelton Wealth Management, LLC 0.72% Add +3.4% 4,900 $1.4M
Taylor Hoffman Capital Management LLC 0.49% Add +0.7% 4,897 $1.4M
Creative Financial Designs Inc. 0.10% Reduce -0.7% 4,896 $1.4M
WNY Asset Management, LLC 0.16% Add +12.8% 4,895 $1.4M
Rossby Financial, LCC 0.53% Add +18.1% 4,895 $1.4M
Peregrine Asset Advisers, Inc. 0.44% Reduce -3.4% 4,891 $1.4M
Trek Financial, LLC 0.10% Add +2.6% 4,891 $1.4M
PFW Advisors LLC 0.44% Reduce -2.8% 4,888 $1.4M
Spectrum Strategic Capital Management, LLC 0.90% Add +423.3% 4,877 $1.4M
Maxele Advisors, LLC 1.23% Reduce -3.4% 4,873 $1.4M
Heritage Investment Group, Inc. 0.24% Reduce -4.6% 4,872 $1.4M
TrueWealth Advisors, LLC 0.42% Reduce -1.0% 4,869 $1.4M
Hutchinson Capital Management 0.26% No change 4,856 $1.4M
PhiloSmith Capital Corp 0.39% No change 4,850 $1.4M
Voisard Asset Management Group, Inc. 0.36% Add +1.8% 4,842 $1.4M
GatePass Capital, LLC 0.94% Reduce -11.9% 4,841 $1.4M
Keebeck Wealth Management 0.18% Add +15.5% 4,834 $1.4M
McDonough Capital Management, Inc 0.78% Add +10.9% 4,830 $1.4M
MRA Advisory Group 0.66% Add +45.4% 4,826 $1.4M
Pasadena Private Wealth, LLC 0.24% Add +0.4% 4,824 $1.4M
Armstrong Advisory Group, Inc. 0.11% Add +3.5% 4,807 $1.4M
Single Point Partners, LLC 0.30% Reduce -2.8% 4,803 $1.4M
Aspen Wealth Management LLC 0.35% Add +4.5% 4,801 $1.4M
Red Wave Investments LLC 0.46% Add +0.4% 4,800 $1.4M
Longfellow Investment Management Co. LLC 0.34% Reduce -18.7% 4,779 $1.4M
Dempze Nancy E 0.80% Reduce -4.6% 4,768 $1.4M
Willis Johnson & Associates, Inc. 0.09% Add +52.7% 4,754 $1.4M
Wagner Wealth Management, LLC 0.31% Add +1.2% 4,726 $1.4M
Enclave Advisors LLC 0.22% Reduce -0.5% 4,717 $1.4M
RVW Wealth, LLC 0.12% Add +18.2% 4,715 $1.4M
Retirement Planning Co of New England, Inc. 0.61% Add +1.2% 4,708 $1.4M
Schorn Wealth LLC 0.45% Reduce -1.2% 4,707 $1.4M
Leonard Rickey Investment Advisors P.L.L.C. 0.27% Reduce -1.4% 4,702 $1.4M
Manchester Financial Inc. 0.29% Add +54.6% 4,702 $1.4M
Blalock Williams, LLC 1.35% Add +10.4% 4,677 $1.4M
Grove Street Fiduciary, LLC 0.65% No change 4,673 $1.4M
Darden Wealth Group Inc 0.82% Reduce -4.3% 4,670 $1.4M
Salzhauer Michael 0.85% Reduce -9.7% 4,668 $1.4M
Campion Asset Management 1.01% Reduce -3.8% 4,662 $1.4M
Breed's Hill Capital LLC 0.65% Add +0.8% 4,642 $1.3M
Elevated Capital Advisors, LLC 0.38% No change 5,481 $1.3M
Hara Capital LLC 0.83% Reduce -11.2% 4,631 $1.3M
Matisse Capital 0.63% No change 4,631 $1.3M
Profit Investment Management, LLC 1.21% Reduce -3.8% 4,623 $1.3M
BWM Planning, LLC 0.46% Add +5.2% 4,614 $1.3M
Kohmann Bosshard Financial Services, LLC 0.15% Add +0.1% 4,610 $1.3M
Navis Wealth Advisors, LLC 1.12% Reduce -1.0% 4,606 $1.3M
CWS Financial Advisors, LLC 0.39% Reduce -5.5% 4,595 $1.3M
Aventura Private Wealth, LLC 0.58% Reduce -0.6% 4,589 $1.3M
Westfuller Advisors, LLC 0.76% Add +2.9% 4,588 $1.3M
Full Sail Capital, LLC 0.08% Reduce -12.8% 4,564 $1.3M
Wayfinding Financial, LLC 0.59% Reduce -6.7% 4,498 $1.3M
Keyvantage Wealth, LLC 0.59% Reduce -2.1% 4,559 $1.3M
Curated Wealth Partners LLC 0.15% No change 4,549 $1.3M
Inspirion Wealth Advisors, LLC 0.17% Add +2.7% 4,537 $1.3M
Gemmer Asset Management LLC 0.12% Add +5.6% 4,533 $1.3M
Sachetta, LLC 0.52% Reduce -8.6% 4,521 $1.3M
Highland Financial Advisors, LLC 0.42% No change 4,520 $1.3M
Root Financial Partners, LLC 0.13% Add +51.8% 4,519 $1.3M
Old North State Trust, LLC 0.89% Add +7.0% 4,515 $1.3M
Mainsail Financial Group, LLC 0.61% Reduce -0.1% 4,568 $1.3M
Summit X, LLC 0.24% Reduce -5.1% 4,498 $1.3M
Transce3nd, LLC 0.55% Add +19.2% 4,493 $1.3M
Great Oak Capital Partners, LLC 0.37% Add +1.0% 4,539 $1.3M
Towne Trust Company, N.A 0.45% Reduce -1.9% 4,477 $1.3M
Sage Private Wealth Group, LLC 0.83% Reduce -1.6% 4,474 $1.3M
Mattern Capital Management, LLC 0.16% Add +31.7% 4,469 $1.3M
Wellspring Financial Advisors, LLC 0.12% Add +7.6% 4,466 $1.3M
Alan B Lancz & Associates, Inc. 1.29% No change 4,456 $1.3M
Ashton Thomas Securities, LLC 0.31% Reduce -6.2% 4,451 $1.3M
Challenger Wealth Management 0.90% Reduce -0.2% 4,454 $1.3M
Probity Advisors, Inc. 0.23% Reduce -14.8% 4,450 $1.3M
New World Advisors LLC 0.27% Add +90.4% 4,441 $1.3M
Blake Schutter Theil Wealth Advisors, LLC 1.46% Reduce -0.0% 4,433 $1.3M
Requisite Capital Management, LLC 0.28% Add +5.3% 4,433 $1.3M
TPG Advisors LLC 0.93% Add +0.1% 4,431 $1.3M
Wealthstream Advisors, Inc. 0.21% Add +3.7% 4,425 $1.3M
Eubel Brady & Suttman Asset Management Inc. 0.18% Reduce -4.7% 4,418 $1.3M
Luts & Greenleigh Group, Inc. 1.23% Add +2.1% 4,413 $1.3M
First National Corp. /Ma/ 0.26% Reduce -0.6% 4,405 $1.3M
Borer Denton & Associates, Inc. 0.44% No change 4,404 $1.3M
Hassell Wealth Management, LLC 0.47% Add +0.0% 4,300 $1.3M
Fca Corp. 0.38% Add +0.2% 4,401 $1.3M
BCM Advisors, LLC 0.27% Reduce -29.6% 4,293 $1.3M
Skba Capital Management LLC 0.18% Reduce -5.8% 4,387 $1.3M
Clearwater Capital Advisors, LLC 0.12% Reduce -0.4% 4,382 $1.3M
Operose Advisors LLC 0.36% Add +31.3% 4,380 $1.3M
California First Leasing Corp. 0.53% No change 4,380 $1.3M
Towercrest Capital Management 0.23% Reduce -8.4% 4,377 $1.3M
49 Wealth Management, LLC 0.14% Reduce -19.8% 4,376 $1.3M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.15% Add +527.8% 4,376 $1.3M
Alliance Wealth Management Group 0.32% Reduce -8.5% 4,346 $1.3M
BIT Capital GmbH 0.08% Add +9.6% 4,346 $1.3M
Summit Wealth Partners, LLC 0.24% Reduce -6.9% 4,344 $1.3M
Hamilton Wealth, LLC 0.28% No change 4,337 $1.3M
Future Fund LLC 0.56% Add +10.3% 4,336 $1.3M
Crown Wealth Group, LLC 0.47% Add +0.1% 4,325 $1.3M
Lakeshore Capital Group, Inc. 1.11% Reduce -10.0% 4,323 $1.3M
Aspen Capital Management, LLC 0.35% Add +0.8% 4,316 $1.3M
Maridea Wealth Management LLC 0.32% New 4,300 $1.2M
Victory Financial Group, LLC 0.20% Add +31.9% 4,288 $1.2M
Advisor Resource Council 0.61% Reduce -87.8% 4,280 $1.2M
Silverlake Wealth Management LLC 0.36% Add +64.8% 4,277 $1.2M
Bravias Capital Group, LLC 0.91% Add +24.7% 4,277 $1.2M
Wambolt & Associates, LLC 0.42% Reduce -4.3% 4,267 $1.2M
Walkner Condon Financial Advisors LLC 0.23% Add +23.8% 4,270 $1.2M
D.B. Root & Company, LLC 0.37% Add +30.2% 4,266 $1.2M
Second Half Financial Partners, LLC 0.58% Reduce -7.3% 4,265 $1.2M
Poehling Capital Management, INC. 0.29% Reduce -78.2% 4,254 $1.2M
New Vernon Investment Management LLC 1.43% No change 4,253 $1.2M
Affinity Capital Advisors, LLC 0.21% Reduce -1.0% 4,246 $1.2M
Reynders McVeigh Capital Management, LLC 0.06% Reduce -32.8% 4,235 $1.2M
Gibraltar Capital Management, Inc. 0.24% Reduce -22.4% 4,234 $1.2M
Fourth Dimension Wealth, LLC 0.52% Add +126.9% 4,232 $1.2M
GSG Advisors LLC 0.35% Add +4.6% 4,218 $1.2M
R.H. Dinel Investment Counsel, Inc. 0.81% No change 4,217 $1.2M
Carmel Capital Partners, LLC 0.43% Add +18.2% 4,210 $1.2M
Alliance Wealth Advisors, LLC 0.66% Reduce -8.0% 4,209 $1.2M
Ariadne Wealth Management, LP 0.58% Add +13.7% 4,198 $1.2M
Tevis Investment Management 0.78% Reduce -0.2% 4,204 $1.2M
Roberts Glore & Co. Inc. 0.36% Reduce -1.5% 4,194 $1.2M
Taylor Financial Group, Inc. 0.76% No change 4,192 $1.2M
Helium Advisors LLC 0.77% Add +1.8% 4,186 $1.2M
Lumbard & Kellner, LLC 0.53% No change 4,184 $1.2M
Deseret Mutual Benefit Administrators 0.57% No change 4,183 $1.2M
Byrne Financial Freedom, LLC 0.61% Reduce -2.0% 4,177 $1.2M
Landaas & Co. /Wi 0.29% Add +0.1% 4,167 $1.2M
S.A. Mason LLC 0.58% Reduce -0.1% 4,158 $1.2M
Bluesphere Advisors LLC 0.60% Reduce -1.6% 4,153 $1.2M
Merrion Investment Management Co, LLC 0.78% Reduce -7.3% 4,144 $1.2M
Maripau Wealth Management LLC 0.60% Reduce -14.3% 4,131 $1.2M
Twin Focus Capital Partners, LLC 0.17% No change 4,122 $1.2M
Capital Management Associates, Inc 0.38% Add +4.4% 4,120 $1.2M
Cardinal Strategic Wealth Guidance 0.34% Reduce -0.4% 4,115 $1.2M
Investment Advisory Group, LLC 0.36% Reduce -12.2% 4,112 $1.2M
Palo Alto Wealth Advisors, LLC 0.45% Add +1.7% 4,110 $1.2M
Veltria Advisors Corp. 0.80% Add +12.8% 4,107 $1.2M
Kaydan Wealth Management, Inc. 0.39% Add +0.6% 4,104 $1.2M
Goldstein Advisors, LLC 0.16% Reduce -0.3% 4,101 $1.2M
Retirement Income Solutions, Inc. 0.22% Reduce -2.3% 4,099 $1.2M
Destiny Wealth Partners, LLC 0.16% Add +100.2% 4,099 $1.2M
Prasad Wealth Partners, LLC 0.35% Add +140.6% 4,099 $1.2M
Twinbeech Capital LP 0.03% Reduce -92.6% 4,098 $1.2M
Discipline Wealth Solutions, LLC 0.45% No change 4,097 $1.2M
Davidson Investment Advisors 0.05% Add +2.2% 4,093 $1.2M
PSI Advisors, LLC 0.59% Reduce -4.8% 4,084 $1.2M
CM Wealth Advisors LLC 0.35% Reduce -11.8% 4,083 $1.2M
Diversified Portfolios, Inc. 0.11% Add +11.2% 4,077 $1.2M
Tikehau Investment Management 1.84% Reduce -50.0% 4,070 $1.2M
Narus Financial Partners, LLC 0.37% Add +0.1% 4,063 $1.2M
Wealth Group, Ltd. 1.17% Reduce -44.1% 4,052 $1.2M
Sykon Capital LLC 0.43% Add +4.4% 4,049 $1.2M
Garrett Wealth Advisory Group, LLC 0.25% Add +1.7% 4,044 $1.2M
MFA Wealth Services 0.88% Add +3.1% 4,043 $1.2M
Hopwood Financial Services, Inc. 0.92% Reduce -3.0% 4,040 $1.2M
Eagle Harbor Asset Management Inc. 1.13% Reduce -6.2% 4,038 $1.2M
Vista Capital Partners, Inc. 0.13% Add +11.2% 4,032 $1.2M
Kingsman Wealth Management, Inc. 0.73% Reduce -22.4% 4,027 $1.2M
Doheny Asset Management 0.82% No change 4,024 $1.2M
Ecofi Investissements SA 1.29% Reduce -11.0% 4,050 $1.2M
Tillman Hartley LLC 0.33% Add +6.1% 4,009 $1.2M
GenWealth Group, Inc. 0.23% Add +13.4% 4,005 $1.2M
Wendell David Associates Inc. 0.12% No change 4,000 $1.2M
Safeguard Investment Advisory Group, LLC 0.29% Reduce -6.0% 4,003 $1.2M
NBZ Investment Advisors LLC 0.66% Reduce -13.9% 3,999 $1.2M
Shulman DeMeo Asset Management LLC 0.29% Reduce -11.2% 3,996 $1.2M
Parsonex Advisory Services, Inc. 0.97% — 3,995 $1.2M
Harbor Group, Inc. 0.21% Add +0.1% 3,991 $1.2M
Ardent Capital Management, Inc. 0.55% No change 3,986 $1.2M
Sterling Group Wealth Management, LLC 0.64% Add +0.1% 3,984 $1.2M
M3 Advisory Group, LLC 0.80% Add +6.5% 3,980 $1.2M
Fiduciary Financial Group, LLC 0.21% Add +4.1% 3,969 $1.2M
Tributary Capital Management, LLC 0.10% Reduce -1.2% 3,975 $1.2M
Tsfg, LLC 0.21% Add +1.8% 3,964 $1.1M
Avalon Trust Co 0.08% Reduce -9.6% 3,963 $1.1M
Wealthspire Retirement, LLC 0.08% Reduce -6.6% 3,962 $1.1M
GGM Financial LLC 0.67% Add +0.4% 3,961 $1.1M
Avantra Family Wealth, Inc. 0.95% Add +1.6% 3,957 $1.1M
One Day In July LLC 0.10% Add +27.5% 3,954 $1.1M
Ninepoint Partners LP 0.22% Add +2.3% 3,946 $1.1M
Thomas Story & Son LLC 0.44% No change 3,940 $1.1M
Riverview Trust Co 1.43% Reduce -49.9% 3,936 $1.1M
Bank of Marin 0.86% Reduce -4.4% 3,922 $1.1M
Wimmer Associates 1, LLC 0.58% No change 3,920 $1.1M
Hardin Capital Partners, LLC 0.67% Reduce -4.8% 3,912 $1.1M
Total Investment Management Inc. 0.16% Reduce -0.2% 3,918 $1.1M
Warren Street Wealth Advisors, LLC 0.38% Reduce -0.6% 3,917 $1.1M
Emerald Advisors, LLC 0.15% Add +3.2% 3,913 $1.1M
Seaview Investment Managers LLC 0.24% Add +23.5% 3,911 $1.1M
Balance Wealth Partners LLC 0.66% Add +0.7% 3,906 $1.1M
Market Street Wealth Management Advisors LLC 0.18% Add +17.7% 3,904 $1.1M
Consilio Wealth Advisors, LLC 0.40% Add +5.4% 3,941 $1.1M
Quantum Portfolio Management LLC 0.54% Reduce -0.7% 3,889 $1.1M
CJM Wealth Advisers, Ltd. 0.38% Add +0.1% 3,889 $1.1M
Pine Haven Investment Counsel, Inc 0.89% Reduce -3.6% 3,886 $1.1M
Hoxton Planning & Management, LLC 0.39% Add +0.1% 3,879 $1.1M
Mayport, LLC 0.27% Add +0.9% 3,852 $1.1M
Nova Wealth Management, Inc. 0.82% Reduce -18.5% 3,848 $1.1M
LCM Capital Management Inc 0.58% Add +0.9% 3,847 $1.1M
National Wealth Management Group, LLC 0.62% Add +110.8% 3,845 $1.1M
Goldstream Capital Management Ltd 0.48% No change 3,841 $1.1M
Cottonwood Capital Advisors, LLC 0.75% Add +0.9% 3,837 $1.1M
Cultivar Capital, Inc. 0.80% Add +74.2% 3,832 $1.1M
Opal Wealth Advisors, LLC 0.31% Add +12.0% 3,824 $1.1M
Accredited Wealth Management, LLC 0.90% Reduce -7.3% 3,823 $1.1M
Pacific Point Advisors, LLC 0.60% No change 3,823 $1.1M
Fox Run Management, L.L.C. 0.18% Reduce -29.3% 3,811 $1.1M
Advance Capital Management, Inc. 0.05% Reduce -1.4% 3,804 $1.1M
Indie Asset Partners, LLC 2.01% Reduce -11.7% 3,803 $1.1M
Curtis Advisory Group, LLC 0.28% Add +111.1% 3,800 $1.1M
Litman Gregory Wealth Management LLC 0.09% Add +85.6% 3,795 $1.1M
William Mack & Associates, Inc. 0.70% Add +2.8% 3,792 $1.1M
Horizon Bancorp Inc. 0.55% Add +51.6% 3,790 $1.1M
Flagstone Financial Management 0.31% No change 3,781 $1.1M
Arkfeld Wealth Strategies, L.L.C. 0.43% Add +0.5% 3,743 $1.1M
Disciplined Equity Management, Inc. 0.64% No change 3,763 $1.1M
Millennium Capital Advisors, LLC 0.73% Add +4.6% 3,763 $1.1M
BLI - Banque de Luxembourg Investments 0.03% No change 3,800 $1.1M
Galibier Capital Management Ltd. 0.33% No change 3,760 $1.1M
Port Capital LLC 0.05% Reduce -8.5% 3,756 $1.1M
Plan A Wealth LLC 0.62% Reduce -1.5% 3,743 $1.1M
Watershed Private Wealth LLC 0.39% Reduce -2.4% 3,741 $1.1M
Renaissance Group LLC 0.04% Reduce -16.9% 3,740 $1.1M
Tripletail Wealth Management, LLC 1.55% — 3,731 $1.1M
Howard Wealth Management, LLC 0.55% Reduce -0.9% 3,730 $1.1M
Holland Advisory Services, Inc. 1.58% Add +0.1% 3,721 $1.1M
von Borstel & Associates, Inc. 0.28% Add +0.9% 3,666 $1.1M
NCP Inc. 1.02% Add +2.1% 3,718 $1.1M
KDT Advisors, LLC 1.74% No change 3,712 $1.1M
Mayfair Advisory Group, LLC 0.51% Reduce -0.6% 3,718 $1.1M
Per Stirling Capital Management, LLC. 0.14% Add +0.1% 3,702 $1.1M
Hibernia Wealth Partners, LLC 0.39% Add +250.4% 3,697 $1.1M
Legacies Wealth LLC 0.71% No change 3,699 $1.1M
Ellevest, Inc. 0.17% Reduce -4.8% 3,697 $1.1M
Nicholas Wealth, LLC. 0.94% Add +0.8% 3,695 $1.1M
Clark & Stuart, Inc 0.81% New 3,689 $1.1M
Inceptionr LLC 0.25% New 3,688 $1.1M
Invenio Wealth Partners LLC 0.42% Add +2.9% 3,687 $1.1M
Santori & Peters, Inc. 0.39% Add +0.3% 3,684 $1.1M
Semus Wealth Partners LLC 0.69% Add +0.5% 3,683 $1.1M
1776 Wealth LLC 0.44% Add +0.7% 3,679 $1.1M
North Capital, Inc. 0.92% Add +0.3% 3,677 $1.1M
Planning Center, Inc. 0.12% Reduce -20.5% 3,674 $1.1M
Rise Advisors, LLC 0.42% Add +6.1% 3,662 $1.1M
Rational Advisors, Inc. 0.11% Add +31.8% 3,658 $1.1M
Wealthcare Capital Partners, LLC 0.53% Add +5.0% 3,655 $1.1M
Blue Bell Private Wealth Management, LLC 0.18% Add +31.1% 3,647 $1.1M
MBE Wealth Management, LLC 0.46% Add +3.5% 3,638 $1.1M
Flagship Wealth Advisors, LLC 0.40% Add +0.7% 3,637 $1.1M
Koss-Olinger Consulting, LLC 0.09% Reduce -2.9% 3,627 $1.1M
Grant Private Wealth Management Inc 0.59% Reduce -50.9% 3,619 $1.0M
Cascade Financial Partners, LLC 0.13% Add +14.2% 3,612 $1.0M
Tranquilli Financial Advisor LLC 0.65% Reduce -5.5% 3,609 $1.0M
Henrickson Nauta Wealth Advisors, Inc. 0.36% Add +2.9% 3,607 $1.0M
Grey Fox Wealth Advisors, LLC 0.25% Reduce -0.3% 3,607 $1.0M
Humankind Investments LLC 0.25% Reduce -13.8% 3,604 $1.0M
Summa Corp. 0.54% Reduce -10.0% 3,600 $1.0M
Cyr Financial Inc. 0.81% Add +32.3% 3,599 $1.0M
Stonekeep Investments, LLC 0.70% Add +0.1% 3,595 $1.0M
Joule Financial, LLC 0.34% Reduce -1.1% 3,587 $1.0M
BridgePort Financial Solutions, LLC 0.35% Add +3.0% 3,583 $1.0M
American Capital Advisory, LLC 0.52% Reduce -3.1% 3,582 $1.0M
SilverOak Wealth Management LLC 0.19% Add +19.1% 3,576 $1.0M
Magnolia Capital Management Ltd. 0.83% No change 3,575 $1.0M
Presidio Capital Management, LLC 0.40% Add +45.0% 3,559 $1.0M
Three Magnolias Financial Advisors, LLC 0.71% No change 3,559 $1.0M
Coastwise Capital Group, LLC 0.82% Add +3.8% 3,538 $1.0M
BankPlus Wealth Management LLC 0.68% Add +2.9% 3,536 $1.0M
Fuller & Thaler Asset Management, Inc. 0.00% No change 3,529 $1.0M
Center For Asset Management LLC 0.63% Reduce -1.3% 4,270 $1.0M
Compass Ion Advisors, LLC 0.11% Add +0.5% 3,524 $1.0M
Investor's Fiduciary Advisor Network, LLC 0.38% Add +1.9% 3,519 $1.0M
Warwick Investment Management, Inc. 0.20% Add +1.1% 3,516 $1.0M
Motive Wealth Advisors 0.46% Add +10.3% 3,511 $1.0M
Hourglass Capital, LLC 0.25% No change 3,506 $1.0M
Dock Street Asset Management Inc. 0.10% Reduce -81.0% 3,505 $1.0M
Postrock Partners LLC 0.49% Add +4.2% 3,502 $1.0M
WJ Interests, LLC 0.43% No change 3,498 $1.0M
Rede Wealth, LLC 0.37% Reduce -0.5% 3,491 $1.0M
Maltin Wealth Management, Inc. 0.46% Reduce -12.1% 3,489 $1.0M
ORG Partners LLC 0.22% Reduce -1.3% 3,480 $1.0M
Smith Anglin Financial, LLC 0.09% Reduce -14.8% 3,485 $1.0M
TCFG Wealth Management, LLC 0.46% Reduce -2.6% 3,482 $1.0M
Firestone Capital Management 0.24% Reduce -0.5% 3,481 $1.0M
Whelan Financial 0.36% Add +0.2% 3,476 $1.0M
Willow Creek Wealth Management Inc. 0.09% Add +2.1% 3,475 $1.0M
Sierra Capital LLC 0.12% No change 3,471 $1.0M
Persium Advisors, LLC 0.83% Add +3.6% 3,466 $1.0M
Abound Wealth Management 0.28% Add +4.9% 3,466 $1.0M
Lifeworks Advisors, LLC 0.15% Reduce -18.0% 3,459 $1.0M
BlueSky Wealth Advisors, LLC 0.15% Reduce -8.2% 3,458 $1.0M
McCarthy & Cox 0.26% Reduce -5.0% 3,451 $1.0M
Tanager Wealth Management LLP 0.12% Reduce -9.4% 3,451 $1.0M
City National Bank of Florida 0.73% Add +9.3% 3,451 $1.0M
Oberweis Asset Management Inc./ 0.04% Reduce -1.9% 3,450 $1.0M
Buttonwood Financial Advisors Inc. 0.40% Reduce -21.3% 3,447 $999K
Illumine Investment Management, LLC 0.79% No change 3,441 $998K
Gouws Capital LLC 0.61% No change 3,433 $995K
Long Road Investment Counsel, LLC 0.37% No change 3,432 $995K
Collective Family Office LLC 0.26% Reduce -12.7% 3,431 $995K
Bellevue Asset Management, LLC 0.48% Add +0.3% 3,416 $991K
North Forty Two & Co. 1.05% Reduce -2.4% 3,414 $990K
EdgeRock Capital LLC 0.31% Add +6.4% 3,411 $990K
Quantum Private Wealth, LLC 0.32% No change 3,411 $989K
A. D. Beadell Investment Counsel, Inc. 0.75% Add +2.8% 3,397 $984K
Vance Wealth, LLC 0.33% Add +1.2% 3,390 $983K
Cape Investment Advisory, Inc. 0.36% Reduce -13.2% 3,379 $980K
Ackerman Capital Advisors, LLC 0.23% Add +2.1% 3,377 $979K
OneAscent Wealth Management LLC 0.36% Add +6.4% 3,372 $978K
Laraway Financial Advisors Inc 0.74% No change 3,373 $978K
Charter Capital Management, LLC\DE 0.57% — 3,369 $977K
Pacific Center for Financial Services 0.26% Add +0.3% 3,364 $975K
KFG Wealth Management, LLC 0.16% Add +7.6% 3,364 $975K
Bank & Trust Co 0.77% Reduce -0.7% 3,357 $973K
Glass Wealth Management Co LLC 0.52% Reduce -4.9% 3,353 $972K
Firethorn Wealth Partners, LLC 0.42% Reduce -1.3% 3,348 $971K
Aua Capital Management, LLC 0.58% No change 3,341 $969K
Outlook Wealth Advisors, LLC 0.25% Add +1.6% 3,331 $966K
IVC Wealth Advisors LLC 0.47% Add +1.6% 3,327 $965K
Forefront Analytics, LLC 1.08% Reduce -1.2% 3,321 $963K
Mullooly Asset Management, Inc. 0.40% Add +1.2% 3,321 $963K
Fiducient Advisors LLC 0.12% Reduce -46.9% 3,321 $963K
Old North State Wealth Management, LLC 0.50% Add +10.0% 3,311 $962K
Reyes Financial Architecture, Inc. 0.83% Add +33.3% 3,317 $962K
Ehrlich Financial Group 0.62% Add +3.2% 3,314 $961K
Fairtree Asset Management (Pty) Ltd 0.72% No change 3,293 $955K
First Community Trust NA 0.78% No change 3,292 $954K
Insight 2811, Inc. 0.45% Add +3.6% 3,292 $954K
Capital Squared Financial LLC 1.11% — 3,291 $954K
Uniting Wealth Partners, LLC 0.37% Add +4.6% 3,290 $954K
Partners Wealth Management, LLC 1.09% No change 3,913 $954K
Puff Wealth Management, LLC 1.55% Add +34.6% 3,288 $953K
Alpha Zero LLC 0.62% Add +1.4% 3,286 $953K
Cascade Investment Advisors, Inc. 0.61% No change 3,283 $952K
LifePlan Investment Advisors, Inc. 0.47% Add +241.6% 3,279 $951K
Rovin Capital /Ut/ 0.29% Add +6.0% 3,277 $950K
Elevation Wealth Partners, LLC 0.37% Reduce -0.4% 3,273 $949K
RBA Wealth Management, LLC 0.35% Reduce -1.0% 3,272 $949K
Arkos Global Advisors 0.13% Add +6.8% 3,269 $948K
1858 Wealth Management, LLC 0.70% Reduce -4.1% 3,265 $947K
Ontario Teachers Pension Plan Board 0.02% Add +10.6% 3,265 $947K
Creekside Partners 0.45% No change 3,263 $946K
Acorn Creek Capital LLC 0.39% Add +1.3% 3,262 $946K
Cooper/Haims Advisors, LLC 0.47% Add +7.0% 3,261 $945K
Wallace Advisory Group, LLC 0.68% Reduce -7.0% 3,837 $941K
Prosperity Wealth Management, Inc. 0.35% Reduce -5.4% 3,239 $939K
Montis Financial, LLC 0.26% Reduce -7.0% 3,233 $937K
Silver Lake Advisory, LLC 0.40% Add +4.2% 3,228 $936K
Truepoint, Inc. 0.02% Add +30.4% 3,226 $935K
WestHill Financial Advisors, Inc. 0.20% Add +1.0% 3,216 $932K
Wealthgarden F.S. LLC 0.77% Add +0.1% 3,144 $931K
Wolff Financial Management LLC 0.24% Add +0.1% 3,212 $931K
Capital Advantage, Inc. 0.15% Reduce -4.7% 3,209 $930K
Greenberg Financial Group 0.35% Reduce -1.7% 2,839 $929K
Weaver Consulting Group 0.26% Add +0.9% 3,204 $929K
Wealth Advisors of Iowa, LLC 0.35% Add +3.3% 3,200 $928K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.26% Add +6.3% 3,200 $928K
Harrington Investments, INC 0.49% No change 3,196 $927K
SP Asset Management LLC 0.08% Add +1.7% 3,190 $925K
LeConte Wealth Management, LLC 0.63% Add +69.4% 3,190 $925K
Lockerman Financial Group, Inc. 1.24% Reduce -0.7% 3,170 $919K
Cherry Tree Wealth Management, LLC 0.21% Reduce -2.4% 3,164 $917K
Factor Wealth Management LTD 0.25% Add +20.2% 3,162 $917K
Y-Intercept (Hong Kong) Ltd 0.02% Add +44.2% 3,160 $916K
Ironwood Investment Management LLC 0.44% No change 3,154 $914K
Mogy Joel R Investment Counsel Inc. 0.05% No change 3,151 $914K
Riversedge Advisors, LLC 0.18% Add +8.2% 3,150 $913K
Holcombe Financial, Inc. 0.69% No change 3,147 $912K
Pullen Investment Management, LLC 0.55% Reduce -0.6% 3,144 $911K
Arbor Wealth Advisors LLC 0.74% Reduce -0.5% 3,138 $910K
Trust Co. of Oklahoma 0.29% Add +31.4% 3,138 $910K
J. L. Bainbridge & Co., Inc. 0.08% Reduce -0.1% 3,138 $910K
Burkett Financial Services, LLC 0.33% Reduce -1.0% 3,135 $909K
HTG Investment Advisors, Inc. 0.34% Reduce -3.6% 3,130 $907K
Ruggaard & Associates LLC 0.36% Reduce -3.0% 3,123 $905K
Elwood & Goetz Wealth Advisory Group, LLC 0.19% Add +25.8% 3,111 $902K
Clearview Wealth Advisors LLC 0.63% Add +0.0% 3,103 $900K
Cohen & Steers, Inc. 0.00% Reduce -22.5% 3,100 $899K
Copley Financial Group, Inc. 0.67% Reduce -5.4% 3,100 $899K
KFA Private Wealth Group, LLC 0.28% Add +8.9% 3,098 $898K
Meridian Financial Advisors, LLC 0.58% No change 3,095 $897K
Virtus Advisers, LLC 0.56% Add +38.2% 3,095 $897K
Washburn Capital Management, Inc. 0.53% Add +21.4% 3,095 $897K
TruNorth Capital Management, LLC 0.20% Reduce -15.4% 3,095 $897K
Atala Financial Inc 0.62% No change 3,088 $895K
Tacita Capital Inc 0.58% Add +23.1% 3,087 $895K
LongView Wealth Management 0.27% Reduce -8.2% 3,079 $893K
WealthTrust Asset Management, LLC 0.67% Reduce -16.5% 3,076 $892K
Magnolia Private Wealth, LLC 0.69% Reduce -0.9% 3,075 $891K
OneAscent Investment Solutions LLC 0.95% Reduce -4.5% 3,072 $891K
Harvest Fund Management Co., Ltd 0.04% No change 3,076 $891K
North Point Portfolio Managers Corp. 0.15% No change 3,069 $890K
Ring Mountain Capital, LLC 0.54% Add +1.5% 3,053 $889K
denkapparat Operations GmbH 0.71% No change 3,066 $889K
Absolute Capital Management, LLC 0.45% Add +0.3% 3,066 $889K
Investmark Advisory Group LLC 0.42% Add +0.3% 3,059 $887K
BCS Wealth Management 0.19% Add +34.5% 3,056 $886K
Aletheian Wealth Advisors LLC 0.44% Reduce -4.1% 3,053 $885K
Pennington Partners & Co., LLC 0.47% Reduce -5.0% 3,048 $884K
Alpha Advisors, LLC 0.76% Add +3.9% 3,046 $883K
Tiller Private Wealth, Inc. 0.33% No change 3,037 $881K
Hughes Financial Services, LLC 0.15% Add +0.5% 3,017 $879K
Summitry LLC 0.04% Add +6.7% 3,029 $878K
Paragon Capital Management Ltd 0.16% Reduce -1.9% 3,028 $878K
Allium Financial Advisors, LLC 0.76% Reduce -1.0% 3,027 $878K
Allen Wealth Management, LLC 0.61% Reduce -3.2% 3,016 $874K
Isthmus Partners, LLC 0.10% Add +24.7% 3,013 $873K
Elios Financial Group Inc. 0.40% Add +0.1% 3,012 $873K
Global Assets Advisory, LLC 0.34% Add +36.9% 3,003 $872K
DecisionMap Wealth Management, LLC 0.60% Add +1.7% 3,007 $872K
Portland Investment Counsel Inc. 0.26% Reduce -52.0% 3,000 $870K
BOCHK Asset Management Ltd 0.25% Add +200.0% 3,000 $870K
Altshuler Shaham Ltd 0.03% No change 3,000 $870K
Robinson Smith Wealth Advisors LLC 0.69% Reduce -7.1% 2,998 $869K
Hillcrest Wealth Advisors - NY, LLC 0.41% Reduce -11.7% 2,995 $868K
Abacus Wealth Partners, LLC 0.13% Add +6.4% 2,990 $867K
Future Financial Wealth Managment LLC 0.59% Add +0.1% 2,986 $866K
Harvest Investment Services, LLC 0.19% Add +7.4% 2,985 $865K
FSA Advisors, Inc. 0.70% Add +0.4% 2,984 $865K
Three Bridge Wealth Advisors, LLC 0.23% Add +46.3% 2,984 $865K
Verus Financial Partners, Inc. 0.09% Add +38.8% 3,054 $865K
Beacon Capital Management, LLC 0.12% Add +1.5% 2,980 $864K
Waller Financial Planning Group, Inc. 0.21% Reduce -8.2% 2,976 $863K
Better Money Decisions, LLC 0.52% Add +0.5% 2,967 $860K
Strategic Financial Concepts, LLC 0.12% Add +33.7% 3,143 $860K
Wescott Financial Advisory Group, LLC 0.08% Add +0.8% 2,965 $860K
VSM Wealth Advisory, LLC 0.28% Add +2.6% 2,963 $859K
Centricity Wealth Management, LLC 0.69% Reduce -4.4% 2,962 $859K
Pension & Wealth Management Advisors, Inc. 0.29% Reduce -9.1% 2,954 $857K
Hidden Cove Wealth Management, LLC 0.62% Add +7.1% 2,953 $856K
TAGStone Capital, Inc. 0.35% Add +12.2% 2,956 $854K
CapWealth Advisors, LLC 0.08% Add +1.3% 2,937 $851K
Francis Financial, Inc. 0.20% Add +6.5% 2,934 $851K
Thoma Capital Management LLC 0.54% Reduce -1.6% 2,933 $851K
DHK Financial Advisors, Inc. 0.49% Add +1.4% 2,931 $850K
Essex Investment Management Co. LLC 0.15% No change 2,923 $847K
Integrated Quantitative Investments LLC 0.25% Add +37.2% 2,922 $847K
Financial Freedom, LLC 0.46% Add +0.2% 2,919 $846K
Holos Integrated Wealth LLC 0.51% Reduce -22.2% 2,928 $845K
Wealthedge Investment Advisors, LLC 0.35% Add +0.5% 2,913 $845K
Murphy & Mullick Capital Management Corp 0.69% Add +33.4% 2,871 $844K
My Personal CFO, LLC 0.38% No change 2,910 $844K
Rooted Wealth Advisors, Inc. 0.29% Add +22.2% 2,941 $844K
WMG Financial Advisors, LLC 0.31% Add +0.6% 2,909 $843K
Clarity Capital Partners LLC 0.30% Add +0.4% 2,908 $843K
Westwood Wealth Management 0.28% Add +4.1% 2,902 $841K
AMJ Financial Wealth Management 0.21% Reduce -3.0% 2,899 $840K
Jackson Wealth Management, LLC 0.09% Add +182.4% 2,897 $840K
Bond & Devick Financial Network, Inc. 0.28% No change 2,897 $840K
Arbor Investment Advisors, LLC 0.11% No change 2,894 $839K
AIMZ Investment Advisors, LLC 0.28% No change 2,893 $839K
Successful Portfolios LLC 0.52% Reduce -0.1% 2,892 $838K
Shikiar Asset Management Inc. 0.26% Add +20.9% 2,891 $838K
Opus Capital Group, LLC 0.10% Reduce -1.7% 2,885 $836K
MKT Advisors LLC 0.33% Add +0.2% 2,876 $835K
CLG LLC 0.26% Reduce -4.0% 2,879 $835K
Arkansas Financial Group, Inc. 0.13% Reduce -6.2% 2,877 $834K
Strathmore Capital Advisors, Inc. 0.37% — 2,944 $834K
Saturna Capital Corp. 0.01% Reduce -1.0% 2,873 $833K
Strid Group, LLC 0.12% Reduce -4.3% 2,873 $833K
Charter Research & Investment Group, Inc. 0.62% No change 2,866 $831K
Lewis Asset Management, LLC 0.39% Add +49.1% 2,865 $831K
Coign Capital Advisors LLC 0.56% Add +1.2% 2,854 $827K
Endeavor Private Wealth, Inc. 0.39% Add +26.4% 2,853 $827K
Objective Capital Management, LLC 0.93% Reduce -1.8% 2,846 $825K
Claret Asset Management Corp 0.11% New 2,845 $825K
Broyhill Asset Management, LLC 0.75% Reduce -8.1% 2,844 $825K
Diamant Asset Management, Inc. 0.63% No change 2,843 $824K
Scientech Research LLC 0.20% New 2,840 $823K
American Investment Services, Inc. 0.21% Reduce -74.0% 2,837 $822K
Milestones Private Investment Advisors LLC 0.61% — 2,831 $821K
Integris Wealth Management, LLC 0.21% Add +0.7% 2,828 $820K
Summit Wealth Group LLC / Co. 0.21% — 2,826 $819K
Brown Wealth Management, LLC 0.25% Add +18.9% 2,806 $813K
Code Waechter LLC 0.58% Add +4.4% 2,806 $813K
Paladin Advisory Group, LLC 0.62% No change 2,802 $812K
Murphy Pohlad Asset Management LLC 0.34% No change 2,800 $812K
Morningstar Investment Management LLC 0.07% New 2,799 $811K
Kuhn & Co Investment Counsel 0.61% Reduce -1.4% 2,796 $811K
Safe Harbor Fiduciary, LLC 0.76% Reduce -3.7% 2,793 $810K
New Insight Wealth Advisors 0.33% No change 2,790 $809K
Summit Wealth Group, LLC 0.21% Add +5.7% 2,782 $807K
Mindset Wealth Management, LLC 0.26% Reduce -5.3% 2,781 $806K
Ariston Services Group 0.57% No change 2,778 $805K
OneAscent Family Office, LLC 0.76% Reduce -3.2% 2,777 $805K
Kahn Brothers Group Inc. 0.16% New 2,775 $805K
Prostatis Group LLC 0.23% Reduce -14.6% 2,775 $804K
Oxford Asset Management LLP 0.26% New 2,770 $803K
Alpha Financial Partners LLC 0.58% Reduce -1.6% 2,770 $803K
Financial Insights, Inc. 0.29% Add +13.0% 2,769 $803K
Veery Capital, LLC 0.28% Add +0.1% 2,758 $800K
LongView Asset Management LLC 0.60% Add +19.0% 2,756 $799K
Braun-Bostich & Associates Inc. 0.55% Reduce -3.9% 2,756 $799K
Perritt Capital Management Inc 0.41% Reduce -4.2% 2,752 $798K
Leigh Baldwin & Co., LLC 0.52% Add +6.5% 2,752 $798K
Bensler, LLC 0.09% Add +37.3% 2,752 $798K
VestGen Investment Management 0.57% Reduce -6.2% 2,749 $797K
Payne Capital Management, LLC 0.31% Reduce -2.0% 2,745 $796K
Dakota Community Bank & Trust NA 3.56% Reduce -6.9% 2,737 $793K
Strategic Advocates LLC 0.24% Add +20.0% 2,733 $792K
Horst & Graben Wealth Management LLC 0.13% Reduce -0.2% 2,732 $792K
Keb Asset Management, LLC 0.20% No change 2,732 $792K
Investors Research Corp 0.15% No change 2,722 $789K
Flynn Zito Capital Management, LLC 0.33% Add +12.5% 2,720 $789K
Pathway Financial Advisors LLC 0.12% Reduce -55.2% 2,719 $788K
Ssi Investment Management LLC 0.32% Reduce -25.4% 2,717 $788K
Sonoma Private Wealth LLC 0.97% Reduce -1.1% 2,717 $788K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.14% No change 2,712 $786K
Founders Grove Wealth Partners, LLC 0.20% Add +12.9% 2,711 $786K
Lynx Investment Advisory 0.51% Add +0.1% 2,710 $786K
Global Strategic Investment Solutions, LLC 0.08% Add +3.3% 2,703 $784K
Cowa, LLC 0.30% Add +34.6% 2,702 $783K
Accelerate Investment Advisors LLC 0.58% Add +5.1% 2,697 $782K
Davies Financial Advisors, Inc. 0.60% Reduce -2.1% 2,680 $777K
Hamilton Capital, LLC 0.04% Add +6.0% 2,676 $776K
Islay Capital Management, LLC 0.50% Reduce -7.7% 2,675 $776K
Riverview Capital Advisers, LLC 0.22% No change 2,674 $775K
Atlatl Advisers LLC 0.37% Add +14.4% 2,674 $775K
Financial Security Advisor, Inc. 0.18% Add +7.2% 2,673 $775K
Detalus Advisors, LLC 0.22% Add +0.8% 2,672 $775K
Tucker Asset Management LLC 0.25% Add +10.8% 2,669 $774K
Melfa Wealth Management, Inc. 0.49% Reduce -2.7% 2,666 $773K
Teza Capital Management LLC 0.58% Reduce -85.6% 2,662 $772K
HC Advisors, LLC 0.54% Reduce -7.2% 2,661 $772K
Morse Asset Management, Inc 0.17% Add +3.4% 2,657 $770K
Fourpath Capital Management, LLC 0.12% Reduce -3.6% 2,655 $770K
Cherrydale Wealth Management, LLC 0.27% Add +0.6% 2,653 $769K
Goepper Burkhardt LLC 0.28% Add +1.4% 2,652 $769K
Fortress Financial Group, LLC 0.65% Add +3.3% 2,648 $768K
Western Financial Corp 0.41% Add +1.5% 2,642 $766K
Wedge Capital Management L L P 0.01% Reduce -38.6% 2,635 $764K
Swisher Financial Concepts, Inc. 0.49% Reduce -3.7% 2,634 $764K
Tarbox Family Office, Inc. 0.11% Reduce -0.0% 2,623 $760K
Values Added Financial LLC 0.37% Add +10.9% 2,615 $758K
Basepoint Wealth LLC 0.58% Reduce -5.8% 2,609 $756K
Compass Capital Corp. /Ma/ 0.36% Add +3.3% 2,597 $754K
Balentine LLC 0.03% Add +8.2% 2,601 $754K
Tuttle Capital Management, LLC 3.11% Add +14.9% 2,594 $752K
Moody Aldrich Partners LLC 0.15% No change 2,593 $752K
Pine Harbor Wealth Management, LLC 0.26% Add +2.5% 2,593 $752K
Hollow Brook Wealth Management LLC 0.22% Add +0.1% 2,592 $751K
Prospect Financial Group LLC 0.78% Reduce -0.7% 2,585 $749K
Penn Davis McFarland Inc. 0.08% No change 2,580 $748K
ICW Investment Advisors LLC 0.30% Add +0.0% 2,579 $748K
Gitterman Wealth Management, LLC 0.17% Add +64.4% 2,578 $747K
ESL Trust Services, LLC 0.15% Reduce -2.5% 2,573 $746K
Client 1ST Advisory Group, LLC 0.27% Add +4.1% 2,573 $746K
MADDEN SECURITIES Corp 0.25% Reduce -1.4% 2,571 $745K
First Affirmative Financial Network 0.38% Reduce -3.9% 2,570 $745K
Bender Robert & Associates 0.17% Reduce -0.2% 2,570 $745K
Sloy Dahl & Holst, LLC 0.10% Reduce -2.1% 2,564 $743K
RAM Investment Partners, LLC 0.16% Add +63.7% 2,555 $741K
Planning Alternatives Ltd. 0.10% Add +161.4% 2,551 $740K
Obsidian Personal Planning Solutions LLC 0.30% No change 2,540 $736K
Dupree Financial Group, LLC 0.29% No change 2,539 $736K
America First Investment Advisors, LLC 0.15% Reduce -0.3% 2,529 $733K
Bluespring Wealth Management, LLC 0.07% Add +0.9% 2,528 $733K
Asset Planning,Inc 0.55% Reduce -1.1% 2,527 $733K
FDx Advisors, Inc. 0.22% Reduce -0.5% 2,525 $732K
Pitti Group Wealth Management, LLC 0.63% Add +0.9% 2,524 $732K
Nicholson Wealth Management Group, LLC 0.45% Add +1.9% 2,522 $731K
Plum Street Advisors, LLC 0.32% Add +3.7% 2,522 $731K
Strive Asset Management, LLC 0.44% Reduce -29.1% 2,521 $731K
Reliant Investment Partners, LLC 0.64% Reduce -3.0% 2,520 $731K
Burton Enright Welch 0.13% Add +25.8% 2,515 $729K
Centerline Wealth Advisors, LLC 0.36% Reduce -1.6% 2,515 $729K
AXS Investments LLC 0.30% Reduce -17.5% 2,508 $727K
Corundum Trust Company, INC 1.92% Reduce -0.0% 2,504 $726K
Cahaba Wealth Management, Inc. 0.06% Reduce -4.4% 2,500 $725K
Coordinated Financial Services, Inc. 0.51% — 2,495 $723K
Arnhold LLC 0.07% No change 2,492 $722K
Roble, Belko & Company, Inc 0.11% Add +6.8% 2,490 $722K
Heritage Financial Services, LLC 0.07% Reduce -3.6% 2,489 $722K
Rockbridge Investment Management, LCC 0.08% Reduce -0.9% 2,487 $721K
West Wealth Group, LLC 0.18% Add +21.7% 2,466 $719K
Walker Asset Management, LLC 0.41% Add +0.6% 2,477 $718K
Tactive Advisors, LLC 0.23% — 2,477 $718K
Wealthstar Advisors, LLC 0.27% Reduce -5.8% 2,475 $718K
Lionshead Wealth Management, LLC 0.66% Add +1.3% 2,471 $716K
Catalina Capital Group, LLC 0.48% Reduce -27.3% 2,470 $716K
CMG Global Holdings, LLC 0.38% Reduce -2.9% 2,400 $716K
Iron Gate Global Advisors LLC 0.08% Reduce -18.8% 2,468 $715K
Squire Investment Management Company, LLC 0.26% Add +0.4% 2,465 $715K
Covey Capital Advisors, LLC 0.76% No change 2,450 $710K
Boreal Capital Management LLC 0.68% — 2,441 $708K
Inspire Advisors, LLC 0.07% Add +19.5% 2,441 $708K
Intergy Private Wealth, LLC 0.24% Add +4.1% 2,439 $707K
Murphy, Middleton, Hinkle & Parker, Inc. 0.40% No change 2,881 $707K
Bruce G. Allen Investments, LLC 0.54% Add +2.4% 2,438 $707K
Clay Northam Wealth Management, LLC 0.45% Add +1.7% 2,437 $707K
Bernardo Wealth Planning LLC 0.15% Add +3.1% 2,427 $704K
Symmetry Partners, LLC 0.09% Add +28.9% 2,425 $703K
Rockbridge Asset Management LLC 0.40% No change 2,424 $703K
Prelude Capital Management, LLC 0.07% Reduce -30.0% 2,424 $703K
Reston Wealth Management LLC 0.25% Add +6.0% 2,423 $703K
Gentry Private Wealth, LLC 0.54% Add +0.7% 2,423 $702K
Prospera Capital Management, LLC 0.39% Add +3.2% 2,422 $702K
Jacobs & Co. 0.07% No change 2,424 $702K
BlueChip Wealth Advisors LLC 0.29% Add +2.3% 2,418 $701K
Sequent Asset Management, LLC 0.56% Add +0.0% 2,417 $701K
Wise Wealth Partners 1.17% Add +64.8% 2,415 $700K
Horizon Kinetics Asset Management LLC 0.01% Reduce -17.5% 2,405 $697K
Patrick Mauro Investment Advisor, INC. 0.39% New 2,748 $697K
Beckerman Institutional, LLC 0.46% Reduce -4.0% 2,401 $696K
Silver Coast Investments LLC 0.25% Reduce -4.8% 2,393 $694K
Jackson Thornton Wealth Management, LLC 0.08% Reduce -23.0% 2,452 $693K
Engineers Gate Manager LP 0.01% Reduce -86.7% 2,391 $693K
Wallace Capital Management Inc. 0.09% Reduce -4.0% 2,383 $691K
Nalls Sherbakoff Group, LLC 0.50% Add +11.3% 2,383 $691K
Pin Oak Investment Advisors Inc. 0.58% Reduce -8.2% 2,814 $690K
Kaizen Financial Strategies 0.35% Add +15.2% 2,374 $688K
Knuff & Co LLC 0.22% No change 2,369 $687K
Panoramic Capital Partners, LLC 0.48% Add +11.1% 2,317 $686K
WESPAC Advisors, LLC 0.48% Add +0.0% 2,360 $684K
Planned Solutions, Inc. 0.26% Add +0.6% 2,357 $683K
Insight Wealth Partners, LLC 0.38% Add +17.3% 2,356 $683K
Richmond Investment Services, LLC 0.14% Add +135.3% 2,355 $682K
Westshore Wealth, LLC 0.26% Add +0.1% 2,348 $681K
Parkside Investments, LLC 0.09% Reduce -8.4% 2,343 $679K
Godsey & Gibb, Inc. 0.06% Reduce -3.9% 2,339 $678K
Piedmont Capital Management, LLC 0.39% Reduce -2.5% 2,328 $675K
Flywheel Private Wealth LLC 0.54% No change 2,327 $675K
Lansing Street Advisors 0.20% Add +1.3% 2,326 $674K
Fortis Capital Management LLC 0.10% Add +170.0% 2,322 $673K
Tamar Securities, LLC 0.08% Add +0.3% 2,322 $673K
Brown Capital Management LLC 0.02% Reduce -16.7% 2,319 $672K
Broadway Wealth Solutions, Inc. 0.42% Add +11.0% 2,314 $671K
Capstone Wealth Management Group LLC 0.49% Reduce -5.6% 2,312 $670K
SFG Wealth Management, LLC. 0.40% Add +6.0% 2,296 $666K
Northstar Financial Companies, Inc. 0.69% Reduce -9.0% 2,295 $665K
Encompass More Asset Management 0.16% Reduce -37.1% 2,292 $664K
Blackstone Inc. 0.00% No change 2,289 $664K
Stonebridge Financial Planning Group, LLC 0.28% Reduce -10.6% 2,287 $663K
Richwood Investment Advisors, LLC 0.54% Reduce -2.1% 2,286 $663K
Keating Investment Counselors Inc. 0.20% Add +4.6% 2,285 $662K
Gimbal Financial 0.41% Add +2.3% 2,285 $662K
Financial Enhancement Group LLC 0.09% Reduce -0.9% 2,301 $660K
Drum Hill Capital, LLC 0.74% No change 2,276 $660K
XY Planning Network, Inc. 0.22% New 2,264 $656K
Vertex Planning Partners, LLC 0.14% Reduce -0.4% 2,260 $655K
Retirement Planning Group, LLC / NY 0.58% Add +17.2% 2,258 $655K
4WEALTH Advisors, Inc. 0.68% Reduce -1.7% 2,256 $654K
Jackson Creek Investment Advisors LLC 0.18% Reduce -8.8% 2,252 $653K
Tandem Wealth Advisors LLC 0.32% Add +5.9% 2,249 $652K
Kelly Financial Services LLC 0.19% Add +6.4% 2,248 $652K
Waycross Partners, LLC 0.06% New 2,247 $651K
Oceanside Advisors LLC 0.44% No change 2,245 $651K
Sensible Money, LLC 0.25% No change 2,239 $649K
Coyle Financial Counsel LLC 0.17% Add +1.4% 2,236 $648K
TCP Asset Management, LLC 0.13% Add +2.9% 2,233 $647K
M1 Capital Management LLC 0.33% Add +2.2% 2,233 $647K
Matauro, LLC 0.12% Add +3.7% 2,228 $646K
Wedgewood Investors Inc. 0.74% Reduce -3.5% 2,227 $646K
OLIO Financial Planning 0.20% Reduce -2.2% 2,224 $645K
Sprinkle Financial Consultants LLC 0.39% Reduce -3.4% 2,216 $642K
Selective Wealth Management, Inc. 0.23% Reduce -4.1% 2,268 $642K
Wisconsin Wealth Advisors, LLC 0.74% Add +19.6% 2,213 $642K
S&T Bank 0.19% Add +1.3% 2,210 $641K
Brightwater Advisory LLC 0.46% Reduce -7.9% 2,209 $640K
Sierra Ocean, LLC 0.46% Add +4.8% 2,207 $640K
Southern Capital Advisors, LLC 0.33% Add +0.1% 2,205 $639K
Riverwater Partners LLC 0.30% Add +12.2% 2,202 $638K
Stonebridge Capital Management Inc. 0.25% Add +120.0% 2,200 $638K
Independent Family Office, LLC 0.30% Add +30.9% 2,200 $638K
Kellett Wealth Advisors, LLC 0.42% Add +34.4% 2,198 $637K
Hill Island Financial LLC 0.18% New 2,191 $635K
Intrepid Capital Management Inc. 0.33% Add +3.1% 2,190 $635K
Intrinsic Value Partners, LLC 0.56% Add +0.7% 2,185 $634K
Luken Investment Analytics, LLC 0.28% No change 2,185 $633K
Vanguard Capital Wealth Advisors 0.63% Reduce -18.3% 2,185 $633K
Guidance Capital, Inc. 0.18% No change 2,188 $633K
McNamara Financial Services, Inc. 0.13% No change 2,181 $632K
FSA Wealth Management LLC 0.25% Add +0.2% 2,181 $632K
Forum Private Client Group LLC 0.24% Add +2.5% 2,177 $631K
Sage Capital Advisors,llc 0.16% Add +7.3% 2,175 $631K
Hickory Asset Management, Inc. 0.52% Add +2.5% 2,174 $630K
Tema ETFs LLC 0.17% New 2,173 $630K
Darwin Wealth Management, LLC 0.22% Add +230.3% 2,170 $629K
Tableaux LLC 0.36% No change 2,167 $628K
Anderson Financial Strategies, LLC 0.40% No change 2,162 $627K
Twin Peaks Wealth Advisors, LLC 0.20% Reduce -9.0% 2,140 $627K
Castleview Partners, LLC 0.40% Add +18.9% 2,158 $626K
Brand Asset Management Group, Inc. 0.23% Reduce -12.7% 2,158 $626K
Waterford Advisors, LLC 0.23% Add +172.4% 5,876 $625K
Rexford Capital Inc. 0.52% — 2,155 $625K
Kingdom Financial Group LLC. 0.55% New 2,154 $624K
Graham Capital Wealth Management, LLC 0.70% Add +25.6% 2,152 $624K
Rik Saylor Financial, Inc. 0.48% Add +0.3% 2,152 $624K
Genesis Private Wealth, LLC 0.29% Reduce -0.7% 2,151 $624K
Greenfield Seitz Capital Management, LLC 0.22% No change 2,150 $623K
Birch Financial Group, LLC 0.50% Add +7.3% 2,146 $622K
R. W. Roge & Company, Inc. 0.35% Reduce -14.2% 2,147 $622K
Clarkston Capital Partners, LLC 0.01% Add +0.3% 2,145 $622K
Wall Street Financial Group, Inc. 0.56% New 2,138 $620K
Warther Private Wealth, LLC 0.16% Reduce -12.9% 2,138 $620K
Optivise Advisory Services LLC 0.32% Add +4.9% 2,138 $620K
Apeiron RIA LLC 0.16% Reduce -20.6% 2,133 $618K
IMZ Advisory Inc 0.25% Add +25.0% 2,117 $617K
Axis Wealth Partners, LLC 0.40% Reduce -4.9% 2,122 $615K
Beaird Harris Wealth Management, LLC 0.05% Add +9.1% 2,120 $615K
C M Bidwell & Associates Ltd. 0.32% Reduce -3.3% 2,119 $614K
Beacon Bridge Wealth Partners, LLC 0.24% Reduce -5.1% 2,118 $614K
Family Investment Center, Inc. 0.14% Add +95.5% 2,110 $612K
Broderick Brian C 0.12% No change 2,110 $612K
Catalyst Private Wealth, LLC 0.27% Add +2.0% 2,107 $611K
Carter Financial Group, INC. 0.40% — 2,106 $611K
SummitTX Capital, L.P. 0.03% Reduce -80.0% 2,100 $609K
Arcadia Investment Management Corp. 0.10% Add +0.2% 2,099 $609K
Sachem Hill LLC 0.12% Reduce -29.7% 2,099 $609K
Compton Financial Group, LLC 0.16% No change 2,098 $608K
jvl associates llc 0.22% Add +1.8% 2,094 $607K
Cushing Capital Partners, LLC 0.51% Reduce -12.7% 2,093 $607K
Silver Oak Advisory Group, Inc. 0.29% New 2,091 $606K
RPS Advisory Solutions LLC 0.33% Add +1.4% 2,087 $605K
Shira Ridge Wealth Management 0.28% Reduce -1.2% 2,087 $605K
Friday Financial 0.31% Add +9.9% 2,082 $604K
Renaissance Technologies 0.00% Reduce -91.7% 2,078 $603K
Tobias Financial Advisors, Inc. 0.10% Add +43.8% 2,073 $601K
Councilor Wealth, LLC 0.28% Reduce -5.8% 2,069 $600K
Mascoma Wealth Management LLC 0.14% Reduce -9.2% 2,063 $598K
Infrastructure Capital Advisors, LLC 0.10% New 2,063 $598K
Signature Wealth Management Group 0.24% Reduce -6.8% 2,062 $598K
Blue Investment Partners LLC 0.21% No change 2,062 $598K
Stonehage Fleming Financial Services Holdings Ltd 0.02% No change 2,062 $598K
Good Steward Wealth Advisors,LLC 0.47% Reduce -26.8% 2,058 $597K
Burns Matteson Capital Management, LLC 0.29% Add +1.3% 2,056 $596K
Sepio Capital, LP 0.04% Reduce -5.8% 2,055 $596K
Stelac Advisory Services LLC 0.23% Reduce -39.4% 2,047 $595K
Cherry Creek Investment Advisors, Inc. 0.28% Add +3.2% 2,052 $595K
Wealth Advisors Northwest LLC 0.31% Add +5.3% 2,052 $595K
Wilson & Boucher Capital Management, LLC 0.41% Reduce -4.0% 2,051 $595K
Builder Investment Group Inc. 0.15% Reduce -5.8% 2,045 $593K
Redwood Wealth Management Group, LLC 0.27% Add +0.1% 2,042 $592K
Intelligence Driven Advisers, LLC 0.09% Reduce -1.6% 2,042 $592K
V-Square Quantitative Management LLC 0.08% Add +102.6% 2,036 $590K
Capitol Family Office, Inc. 0.77% Reduce -3.6% 2,033 $589K
Kinloch Capital, LLC 0.27% Add +1.3% 2,033 $589K
Peterson Wealth Advisors, LLC 0.10% Add +0.1% 2,030 $589K
Beirne Wealth Consulting Services, LLC 0.19% No change 2,027 $588K
Encompass Wealth Advisors, LLC 0.22% Add +0.6% 2,027 $588K
Presper Financial Architects, LLC 0.44% — 2,021 $586K
Waypoint Wealth Partners Inc. 0.14% New 2,021 $586K
Columbus Macro, LLC 0.07% Reduce -1.7% 2,020 $586K
Sterling Financial Planning, Inc. 0.20% Reduce -5.7% 2,018 $585K
Karani Asset Management LLC 0.57% Reduce -16.6% 2,016 $584K
Jacobson & Schmitt Advisors, LLC 0.10% New 2,015 $584K
Clarion Wealth Managment Partners, LLC 0.64% — 2,012 $583K
CGC Financial Services, LLC 0.20% No change 2,010 $583K
Tower Wealth Partners, Inc. 0.34% Reduce -1.2% 2,009 $582K
Ascent Capital Management, LLC 0.52% Add +2.3% 2,007 $582K
Gratus Wealth Advisors, LLC 0.09% Add +7.4% 2,007 $582K
Foundation Wealth Management, LLC 0.40% No change 2,002 $580K
Centennial Wealth Advisory LLC 0.18% Reduce -3.1% 1,999 $580K
Compass Financial Group, INC 0.10% Add +0.3% 2,000 $580K
Brooktree Capital Management 0.38% New 2,000 $580K
Corient IA LP 0.34% No change 2,000 $580K
Bramshill Investments, LLC 0.06% Reduce -20.0% 2,000 $580K
Shapiro Capital Management LLC 0.03% No change 2,000 $580K
Smith & Howard Wealth Management, LLC 0.15% No change 1,998 $579K
Somerville Kurt F 0.10% No change 1,995 $578K
Keeler & Nadler Financial Planning & Wealth Management 0.23% Add +0.5% 1,992 $578K
SJS Investment Consulting Inc. 0.09% Reduce -8.3% 1,991 $577K
Sherbrooke Park Advisers LLC 0.25% Add +72.8% 1,989 $577K
Smallwood Wealth Investment Management, LLC 0.33% Add +1.1% 1,989 $577K
Alterna Wealth Management, Inc. 0.46% Reduce -1.8% 1,985 $575K
Riverstone Advisors, LLC 0.31% Add +5.4% 1,981 $574K
Bell Investment Advisors, Inc 0.10% Add +13.8% 1,979 $574K
Consultiva Wealth Management, Corp. 1.77% No change 1,974 $572K
Laidlaw Wealth Management LLC 1.65% Add +6.9% 1,973 $572K
Rice Hall James & Associates, LLC 0.03% Add +2.3% 1,970 $571K
Betterment LLC 0.00% Add +27.5% 1,970 $571K
Wealthspan Partners, LLC 0.24% Add +5.3% 1,968 $570K
Legacy Financial Group, Inc. 0.17% Reduce -11.2% 1,967 $570K
Kearns & Associates LLC 0.33% No change 1,960 $568K
Lakewood Asset Management LLC 0.38% Reduce -0.3% 1,960 $568K
Johnson Financial Group, LLC 0.05% Reduce -28.3% 1,957 $567K
Schaper Benz & Wise Investment Counsel Inc. 0.04% Reduce -11.2% 1,957 $567K
Horizon Family Wealth, Inc. 0.35% Add +0.6% 1,955 $567K
Smith Shellnut Wilson LLC 0.25% Reduce -4.5% 1,955 $567K
Clean Yield Group 0.17% No change 1,954 $566K
Centiva Capital, LP 0.04% Reduce -72.0% 1,954 $566K
Provenance Wealth Advisors, LLC 0.08% Reduce -45.1% 1,944 $564K
CCG Wealth Management, LLC 0.30% Add +5.7% 1,943 $563K
Morling Financial Advisors, LLC 0.18% Reduce -63.4% 1,942 $563K
NDVR, Inc. 0.53% Reduce -1.4% 1,938 $562K
Park Square Financial Group, LLC 0.41% Add +5.1% 1,937 $562K
Gill Capital Partners, LLC 0.18% Reduce -1.3% 1,936 $561K
Bryce Point Capital, LLC 0.47% New 1,932 $560K
Everstar Asset Management, LLC 0.34% Add +10.6% 1,918 $556K
Awm Capital, LLC 0.06% No change 1,913 $555K
Vishria Bird Financial Group, LLC 0.18% Add +0.5% 1,913 $555K
Alkeme Wealth, LLC 0.25% Reduce -1.9% 1,912 $554K
White Lighthouse Investment Management Inc. 0.09% Reduce -2.5% 1,911 $554K
WT Wealth Management 0.16% Add +6.4% 1,909 $553K
Bantamac Capital, LLC 0.20% Reduce -15.2% 1,900 $551K
Joel Adams & Associates, Inc. 0.49% Reduce -3.4% 1,899 $551K
Widmann Financial Services, Inc. 0.38% Add +10.4% 1,899 $550K
Duncan Williams Asset Management, LLC 0.17% Add +0.5% 1,897 $550K
HFR Wealth Management, LLC 0.13% Add +0.5% 1,890 $548K
Swan Global Investments, LLC 0.03% Add +18.6% 1,889 $548K
Alpha DNA Investment Management LLC 10.42% Add +0.8% 1,888 $547K
Stewardship Advisors, LLC 0.14% Add +3.1% 1,888 $547K
Physician Wealth Advisors, Inc. 0.09% Add +17.4% 1,885 $546K
Broadwater Capital Management LLC 0.42% Add +28891.0% 545,321 $545K
MN Wealth Advisors, LLC 0.32% Reduce -88.3% 1,880 $545K
Oxinas Partners, LLC 0.28% Reduce -2.4% 1,881 $545K
21 West Wealth Management LLC 0.55% — 1,877 $544K
SLT Holdings LLC 0.42% Add +113.0% 1,877 $544K
Roth Financial Partners LLC 0.20% No change 1,877 $544K
Rebalance, LLC 0.04% Reduce -3.4% 1,875 $544K
Foundation Wealth Management, LLC\PA 0.23% Add +0.5% 1,870 $542K
Echo45 Advisors LLC 0.34% Reduce -0.9% 1,868 $542K
Cornerstone Select Advisors, LLC 0.48% Reduce -9.6% 1,866 $541K
Atwater Malick LLC 0.17% No change 1,861 $540K
DHJJ Financial Advisors, Ltd. 0.19% Reduce -0.2% 1,860 $539K
Knightsbridge Asset Management, LLC 0.12% Add +31.4% 1,860 $539K
Cadent Capital Advisors, LLC 0.18% Reduce -3.9% 1,856 $538K
Parkwoods Wealth Partners, LLC 0.31% Add +66.9% 1,853 $537K
Comprehensive Financial Planning, Inc. 0.42% Add +0.4% 1,852 $537K
Kagan Cocozza Asset Management 0.41% Reduce -0.3% 1,849 $536K
Lokken Investment Group LLC 0.21% Reduce -14.6% 1,848 $536K
CogentBlue Wealth Advisors, LLC 0.41% Add +13.0% 1,846 $535K
W.H. Cornerstone Investments Inc. 0.34% Reduce -11.3% 1,845 $535K
Denver Wealth Management, Inc. 0.22% Reduce -0.7% 1,845 $535K
Gladwyn Financial Advisors, Inc. 0.41% — 1,842 $534K
RIA Advisory Group LLC 0.16% Reduce -4.0% 1,841 $534K
Pennsylvania Capital Management Inc. 0.17% Reduce -4.9% 1,838 $533K
Schiavi & Co LLC 0.18% No change 1,833 $531K
Financial Advisors Network, Inc. 0.08% Reduce -3.0% 1,831 $531K
Prepared Retirement Institute LLC 0.31% Add +21.8% 1,821 $528K
Amica Retiree Medical Trust 0.76% No change 1,822 $528K
ERn Financial, LLC 0.11% Reduce -72.1% 1,820 $528K
Leeward Financial Partners, LLC 0.17% Add +97.7% 1,819 $527K
Foresight Capital Management Advisors, Inc. 0.31% Add +2.5% 1,818 $527K
Dynamic Technology Lab Private Ltd 0.07% New 1,819 $527K
Hutchens & Kramer Investment Management Group, LLC 0.24% Reduce -4.5% 1,813 $526K
Catalyst Capital Advisors LLC 0.01% Reduce -13.9% 1,813 $526K
CFC Planning Co LLC 0.51% Add +1.3% 1,812 $526K
Scarborough Advisors, LLC 0.10% Reduce -2.5% 1,810 $525K
Axim Planning & Wealth 0.48% Reduce -3.4% 1,809 $524K
Jupiter Wealth Management LLC 0.26% Add +26.2% 1,804 $524K
BIP Alliance, LLC 0.20% Add +1.2% 1,805 $523K
Randall & Associates Wealth Management 0.40% Add +3.9% 1,804 $523K
Krane Funds Advisors LLC 0.02% Reduce -5.7% 1,804 $523K
Binnacle Investments Inc 0.34% Add +4.2% 1,799 $522K
Gallacher Capital Management LLC 0.24% Add +111.8% 1,798 $521K
CVFG LLC 0.41% Reduce -5.2% 1,796 $521K
New Century Financial Group, LLC 0.61% Add +16.7% 1,796 $521K
Brogan Financial, Inc. 0.23% Add +3.3% 1,793 $520K
American Financial Advisors, LLC 0.07% Add +0.6% 1,792 $520K
Toth Financial Advisory Corp. 0.06% Add +4.2% 1,787 $518K
REAP Financial Group, LLC 0.12% Add +94.1% 1,786 $518K
Worth Asset Management, LLC 0.25% Add +4.6% 1,783 $517K
Houlihan Financial Resource Group, Ltd. 0.21% No change 1,744 $516K
Alliance Wealth Advisors, LLC 0.12% Add +11.8% 1,777 $515K
Walker Financial Services, Inc. 0.23% Add +0.1% 1,773 $514K
Lanham O'Dell & Company, Inc. 0.22% Add +0.1% 1,772 $514K
Gladius Capital Management LP 0.80% Reduce -81.5% 1,771 $513K
Lingohr Asset Management GmbH 0.93% Reduce -93.3% 1,776 $512K
Private Wealth Management Group, LLC 0.17% Add +1.9% 1,764 $511K
Ledgewood Wealth Advisors, LLC 0.32% No change 1,760 $510K
Blackston Financial Advisory Group, LLC 0.32% Reduce -19.2% 1,760 $510K
Thrive Capital Management, LLC 0.16% Add +29.4% 1,760 $510K
Omnitrust Wealth Management, Inc 0.60% — 1,558 $510K
Potentia Wealth 0.29% No change 1,758 $510K
Momentous Wealth Management, Inc. 0.33% Reduce -1.6% 1,756 $509K
Sharkey, Howes & Javer 0.07% Reduce -6.6% 1,751 $508K
Wealth Preservation Advisors, LLC 0.31% Reduce -0.2% 1,749 $507K
Core Wealth Advisors, Inc. 0.15% Reduce -1.3% 1,749 $507K
Integrated Capital Management, LLC 0.24% Reduce -80.0% 1,742 $507K
Lincoln Capital Corp. 0.19% Reduce -3.7% 1,748 $507K
Sanchez Wealth Management Group 0.12% Reduce -0.5% 1,747 $507K
Denver PWM, LLC 0.16% Add +33.3% 1,747 $507K
Strategic Investment Solutions, Inc. 0.15% Reduce -25.0% 1,740 $505K
Von Berge Wealth Management Group, LLC 0.28% Add +0.5% 1,730 $504K
Asset Management Group, Inc. 0.09% Add +0.6% 1,738 $504K
North Ridge Wealth Advisors, Inc. 0.31% No change 1,736 $503K
Bestgate Wealth Advisors, LLC 1.04% No change 2,051 $503K
Heritage Wealth Management, Inc. 0.38% Reduce -0.1% 1,732 $502K
Power Wealth Management LLC 0.19% Reduce -0.8% 1,732 $502K
Level Financial Advisors 0.16% No change 1,728 $501K
Gordian Advisors LLC 0.36% No change 1,727 $501K
Meeder Asset Management Inc. 0.03% Add +16.9% 1,721 $499K
Delta Wealth Advisors LLC 0.42% No change 1,719 $498K
B.O.S.S. Retirement Advisors, LLC 0.13% Add +22.1% 1,718 $498K
Battery Global Advisors, LLC 0.25% No change 1,716 $498K
Defender Capital, LLC. 0.17% No change 1,709 $495K
New Perspectives, Inc 0.24% Add +6.9% 1,703 $494K
Sharp Wealth Advisory, LLC 0.32% Reduce -4.5% 1,702 $493K
Kwmg, LLC 0.05% Reduce -1.0% 1,694 $491K
Ogorek Anthony Joseph /NY/ 0.15% Reduce -6.2% 1,695 $491K
Townsend & Associates, Inc 0.05% Reduce -83.7% 1,643 $491K
Jackson, Grant Investment Advisers, Inc. 0.18% Reduce -0.3% 1,692 $490K
Allie Family Office LLC 0.24% No change 1,691 $490K
Red Lighthouse Investment Management, LLC 0.19% Add +1.0% 1,691 $490K
GF Fund Management Co. LTD. 0.01% Reduce -61.8% 1,690 $490K
Emergent Wealth Advisors, LLC 0.31% Add +2.2% 1,690 $490K
Innova Wealth Partners 0.29% Reduce -4.4% 1,686 $489K
Oxbow Advisors, LLC 0.05% Reduce -14.8% 1,685 $489K
Fiduciary Wealth Partners, LLC 0.46% Reduce -23.9% 1,682 $488K
Garner Asset Management Corp 0.23% Reduce -19.4% 1,677 $486K
Adams Wealth Management 0.09% Reduce -10.3% 1,676 $486K
CacheTech Inc. 0.09% Reduce -10.3% 1,676 $486K
Fearless Solutions, LLC dba Best Invest 0.34% Add +7.7% 1,670 $484K
IronBridge Private Wealth, LLC 0.17% Reduce -6.0% 1,667 $483K
Lipe & Dalton 0.26% No change 1,665 $483K
Morey & Quinn Wealth Partners, LLC 0.39% Add +2.3% 1,664 $482K
Neo Ivy Capital Management 0.15% New 1,657 $480K
Ewing Morris & Co. Investment Partners Ltd. 0.22% Add +3.0% 1,656 $480K
Genesee Capital Advisors, LLC 0.22% Add +0.4% 1,655 $480K
Granite FO LLC 0.27% Reduce -26.1% 1,653 $479K
McGowan Group Asset Management, Inc. 0.06% Add +0.1% 1,649 $478K
Monument Group Wealth Advisors, LLC 0.30% Add +9.6% 1,644 $477K
Tanglewood Legacy Advisors, LLC 0.20% No change 1,644 $477K
Everest Private Wealth 0.34% Add +11.9% 1,639 $475K
Elite Life Management LLC 1.22% Add +4.0% 1,639 $475K
American Institute for Advanced Investment Management, LLP 0.34% No change 1,638 $475K
Elm3 Financial Group, LLC 0.39% Reduce -1.3% 1,634 $474K
Kendall Capital Management 0.13% Add +4.7% 1,634 $474K
Haven Private, LLC 0.21% New 1,631 $473K
Riggs Asset Managment Co. Inc. 0.12% Reduce -1.8% 1,629 $472K
Israel Discount Bank of New York 1.79% Reduce -10.7% 1,629 $472K
Solano Wealth Investment Advisors LLC 0.24% Add +0.1% 1,626 $471K
Independent Wealth Network Inc. 0.17% Add +3.9% 1,626 $471K
Valpey Financial Services, LLC 0.33% — 1,621 $470K
Banque de Luxembourg S.A. 0.27% No change 1,915 $470K
Petix & Botte Co 0.12% No change 1,616 $468K
Adamsbrown Wealth Consultants LLC 0.14% Reduce -1.0% 1,611 $467K
Triune Financial Partners, LLC 0.13% Reduce -18.8% 1,611 $467K
Rakuten Securities, Inc. 0.18% Reduce -29.8% 1,610 $467K
Wealth Quarterback LLC 0.22% Add +0.9% 1,609 $467K
Foguth Wealth Management, LLC. 0.10% Reduce -11.4% 1,609 $466K
Custos Family Office, LLC 0.15% Add +17.2% 1,608 $466K
Mowery & Schoenfeld Wealth Management, LLC 0.75% Reduce -26.1% 1,607 $466K
Putney Financial Group LLC 0.47% Reduce -19.5% 1,605 $465K
Private Capital Advisors, Inc. 0.06% No change 1,600 $464K
CWC Advisors, LLC. 0.24% No change 1,599 $464K
Acorns Advisers, LLC 0.00% Add +2.9% 1,592 $462K
Edmp, Inc. 0.39% No change 1,589 $461K
Avalon Capital Management 0.12% Add +4.7% 1,587 $460K
Future You Wealth LLC 0.25% No change 1,587 $460K
Muirfield Wealth Advisors LLC 0.37% Add +5.2% 1,586 $460K
Hobbs Group Advisors, LLC 0.16% Add +4.8% 1,585 $459K
Shilanski & Associates, Inc. 0.13% No change 1,582 $459K
Cura Wealth Advisors, LLC 0.21% No change 1,580 $458K
Keener Financial Planning LLC 0.23% Add +23.4% 1,582 $458K
LFA - Lugano Financial Advisors SA 0.27% Add +21.9% 1,584 $457K
Mustard Seed Financial, LLC 0.33% Reduce -6.7% 1,576 $457K
Avid Wealth Partners LLC 0.26% Add +8.4% 1,575 $457K
Seelaus Asset Management LLC 0.41% No change 1,574 $456K
Chickasaw Capital Management LLC 0.02% Reduce -13.3% 1,571 $455K
Acas, LLC 0.30% Add +12.8% 1,563 $454K
FFG Partners, LLC 0.15% Add +52.6% 1,566 $454K
Prudent Investors Network, Inc. 0.12% Reduce -0.6% 1,562 $453K
Strata Wealth Advisors, LLC 0.12% Add +16.7% 1,561 $453K
AIFG Consultants Ltd. 0.88% Add +33.0% 1,560 $452K
EWG Elevate Inc. 0.14% Add +14.6% 1,556 $451K
Freedom Day Solutions, LLC 0.13% Reduce -0.1% 1,555 $451K
Ridgepath Capital Management LLC 0.21% Add +0.5% 1,555 $451K
Bourne Lent Asset Management Inc. 0.17% No change 1,550 $449K
RMG Wealth Management LLC 0.07% — 1,540 $449K
Sterling Financial Group, Inc. 0.15% No change 1,547 $448K
BlueStem Wealth Partners, LLC 0.06% Add +5.1% 1,543 $447K
IMG Wealth Management, Inc. 0.35% Add +13.2% 1,543 $447K
Lutz Financial Services LLC 0.03% Add +1.0% 1,543 $447K
Cannon Financial Strategists, Inc. 0.07% No change 1,542 $447K
MontVue Capital Management, Inc. 0.32% No change 1,541 $447K
Axiom Financial Strategies, LLC 0.25% Reduce -31.5% 1,539 $446K
VELA Investment Management, LLC 0.13% No change 1,537 $446K
AmeriServ Wealth Advisors 0.22% Reduce -0.2% 1,537 $446K
Mitchell & Pahl Private Wealth, LLC 0.20% Add +5.6% 1,535 $445K
Summit Securities Group LLC 0.16% New 1,534 $445K
Fulcrum Equity Management 0.46% Reduce -2.2% 1,530 $444K
Covestor Ltd 0.26% Add +6.7% 1,525 $443K
Corus Family Wealth Advisors 0.31% Add +26.0% 1,527 $443K
Capital Counsel LLC 0.02% Reduce -27.6% 1,526 $442K
Mezzasalma Advisors, LLC 0.13% Add +11.3% 1,525 $442K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.65% Reduce -88.2% 1,524 $442K
Ascension Capital Advisors, Inc. 0.18% No change 1,520 $441K
QVR LLC 0.44% — 1,519 $440K
Cascade Wealth Advisors, Inc 0.25% Add +3.8% 1,524 $440K
Baskin Financial Services Inc. 0.03% No change 1,518 $440K
Yoder Wealth Management, Inc. 0.23% Add +12.8% 1,517 $440K
Berkshire Money Management, Inc. 0.05% Reduce -21.9% 1,516 $440K
Hobbs Wealth Management, LLC 0.42% Add +6.0% 1,514 $439K
Wiser Wealth Management, Inc 0.11% Add +13.3% 1,511 $438K
Sage Financial Management Group, Inc. 0.15% No change 1,507 $437K
RS Crum Inc. 0.10% Add +0.3% 1,507 $437K
Mainsail Asset Management, LLC 0.27% Add +0.6% 1,507 $437K
Dodds Wealth, LLC 0.12% Reduce -9.1% 1,507 $437K
Clientfirst Wealth Management, LLC 0.45% No change 1,504 $436K
True Link Financial Advisors, LLC 0.03% Reduce -8.0% 1,504 $436K
Matthew Goff Investment Advisor, LLC 0.08% No change 1,503 $436K
Nottingham Advisors, Inc. 0.06% Reduce -22.6% 1,502 $435K
Colrain Capital LLC 0.34% No change 1,500 $435K
Highlander Partners, L.P. 0.17% No change 1,500 $435K
GK Wealth Management LLC 0.43% Reduce -4.4% 1,499 $435K
Boyd Wealth Management, LLC 0.19% No change 1,498 $434K
Prospect Financial Services LLC 0.27% Reduce -20.0% 1,498 $434K
Clark Financial Services Group Inc. 0.27% Add +5.8% 1,497 $434K
Northwest Financial Advisors 0.61% Reduce -73.2% 1,496 $434K
Endowment Wealth Management, Inc. 0.22% Add +77.5% 1,496 $434K
Seed Wealth Management, Inc. 0.32% No change 1,496 $434K
Kraematon Investment Advisors, Inc. 0.41% Add +0.5% 1,494 $433K
International Private Wealth Advisors LLC 0.37% Reduce -16.2% 1,493 $433K
Valtinson Bruner Financial Planning LLC 0.14% Add +5.3% 1,489 $432K
Cambridge Financial Group, LLC 0.16% No change 1,484 $430K
Brighton Securities Corp. 0.24% Reduce -19.0% 1,484 $430K
Advanced Portfolio Management, LLC 1.20% No change 1,478 $428K
DDD Partners, LLC 0.05% Add +1.7% 1,476 $428K
Plotkin Financial Advisors, LLC 0.24% Add +7.3% 1,475 $428K
Jag Capital Management, LLC 0.05% Add +0.1% 1,475 $427K
Pinnacle Financial Group, LLC / IL 0.14% Add +4.5% 1,474 $427K
Rather & Kittrell, Inc. 0.08% Add +2.2% 1,474 $427K
Hobart Private Capital, LLC 0.10% New 1,473 $427K
Pure Portfolios Holdings LLC 0.14% Add +16.6% 1,470 $426K
Madrona Financial Services, LLC 0.10% Add +15.2% 1,469 $426K
Nova R Wealth, Inc. 0.20% Reduce -14.3% 1,461 $424K
Freestate Advisors LLC 0.38% Add +0.1% 1,460 $423K
Trevian Wealth Management LLC 0.26% Add +2.1% 1,458 $423K
Uptown Financial Advisors LLC 0.39% No change 1,458 $423K
Investment Planning Advisors, Inc. 0.15% Add +14.5% 1,458 $423K
Lighthouse Financial LLC 0.32% No change 1,457 $422K
Prevail Innovative Wealth Advisors, LLC 0.09% Add +14.8% 1,453 $421K
Frederick Financial Consultants, LLC 0.26% Add +5.1% 1,449 $420K
Able Wealth Management LLC 0.21% Add +3.8% 1,443 $418K
Marshall Investment Management, LLC 1.98% Reduce -90.0% 1,441 $418K
Cypress Financial Planning LLC 0.14% Add +0.9% 1,440 $417K
Heritage Wealth Management, Inc./Texas 0.21% Add +0.9% 1,436 $416K
Argonautica Private Wealth Management, Inc. 0.13% Reduce -13.4% 1,436 $416K
Towerpoint Wealth, LLC 0.18% Add +4.1% 1,435 $416K
Farringdon Capital, Ltd. 0.14% New 1,435 $416K
Live Oak Investment Partners 0.32% Add +10.4% 1,434 $416K
Penobscot Wealth Management 0.15% Reduce -0.4% 1,432 $415K
Pps&v Asset Management Consultants, Inc. 0.26% Add +1.4% 1,432 $415K
Fermata Advisors, LLC 0.11% Reduce -52.7% 1,430 $414K
Capital CS Group, LLC 0.68% New 1,429 $414K
Yeomans Consulting Group, Inc. 0.17% Reduce -6.1% 1,425 $414K
New England Professional Planning Group Inc. 0.19% No change 1,427 $414K
Vantage Point Financial LLC 0.18% Add +4.4% 1,427 $414K
Horizon Investment Services, LLC 0.18% No change 1,426 $414K
ShoreHaven Wealth Partners, LLC 0.17% Add +21.9% 1,425 $413K
Triumph Capital Management 0.12% Reduce -20.6% 1,423 $413K
25 LLC 0.15% Add +13.8% 1,416 $411K
J2 Capital Management Inc 0.33% Reduce -30.3% 1,416 $410K
J Hagan Capital, Inc. 0.28% Reduce -2.7% 1,410 $410K
Index Fund Advisors, Inc. 0.02% Reduce -6.3% 1,415 $410K
Flaharty Asset Management, LLC 0.06% Reduce -12.9% 1,415 $410K
Ade, LLC 0.22% Reduce -23.9% 1,414 $410K
Ruedi Wealth Management, Inc. 0.12% Reduce -31.9% 1,409 $408K
Lavaca Capital LLC 0.17% No change 1,407 $408K
Triton Wealth Management, PLLC 0.17% — 1,372 $407K
Defined Financial Planning LLC 0.36% Add +4.2% 1,419 $407K
Boomfish Wealth Group, LLC 0.23% Add +62.1% 1,401 $406K
Warburton Capital Management, LLC 0.24% Add +22.9% 1,370 $406K
Barnes Dennig Private Wealth Management LLC 0.49% Add +45.8% 1,398 $405K
Chiron Capital Management, LLC 0.35% No change 1,398 $405K
Sterling Investment Management, LLC 0.27% No change 1,398 $405K
Legacy PCG, LLC 0.26% Reduce -0.7% 1,393 $404K
Chelsea Counsel Co. 0.20% No change 1,392 $404K
Northern Capital Management, Inc. 0.24% Add +0.4% 1,391 $403K
Marotta Asset Management 0.08% Reduce -46.1% 1,390 $403K
Instrumental Wealth, LLC 0.32% Add +4.7% 1,406 $403K
Sicart Associates LLC 0.14% No change 1,385 $402K
Capstone Wealth Management Group, LLC 0.38% Add +28.6% 1,382 $401K
Dynamic Wealth Strategies, LLC 0.29% Reduce -5.7% 1,375 $399K
Avondale Wealth Management 0.22% No change 1,375 $399K
Entruity Wealth, LLC 0.34% No change 1,370 $397K
ADG Wealth Management Group, LLC 0.34% Add +5.8% 1,368 $397K
Oregon Pacific Wealth Management, LLC 0.37% Reduce -1.0% 1,366 $396K
Oak Ridge Investments LLC 0.03% No change 1,365 $396K
Lakeside Advisors, INC. 0.26% Reduce -3.5% 1,365 $396K
Gibson Capital, LLC 0.08% Reduce -6.0% 1,359 $394K
Whipplewood Advisors, LLC 0.22% Reduce -85.8% 1,357 $393K
Hanover Advisors Inc. 0.16% No change 1,355 $393K
Silverberg Bernstein Capital Management LLC 0.27% Add +8.0% 1,354 $393K
James Reed Financial Services, Inc. 0.36% No change 1,351 $392K
Foronjy Financial LLC 0.18% — 1,350 $391K
PrairieView Partners, LLC 0.04% No change 1,350 $391K
Precision Wealth Strategies, LLC 0.13% New 1,348 $391K
Eaton-Cambridge Inc. 0.15% Add +4.7% 1,347 $391K
Kondo Wealth Advisors, Inc. 0.17% Reduce -0.6% 1,343 $390K
Northwest Quadrant Wealth Management, LLC 0.09% Add +0.5% 1,345 $390K
Harbour Investment Management LLC 0.17% No change 1,345 $390K
Paragon Financial Partners, Inc. 0.27% Add +0.1% 1,342 $389K
JMG Financial Group, Ltd. 0.01% New 1,341 $389K
Golden Road Advisors LLC 0.26% Add +5.2% 1,341 $389K
Joseph P. Lucia & Associates, LLC 0.16% No change 1,338 $388K
Arcus Capital Partners, LLC 0.17% Reduce -1.5% 1,338 $388K
CBIZ Investment Advisory Services, LLC 0.02% Reduce -2.4% 1,333 $386K
Clarus Wealth Advisors 0.18% Reduce -8.0% 1,366 $386K
Raffa Wealth Management, LLC 0.08% Add +27.7% 1,328 $385K
Tumwater Wealth Management, LLC 0.18% No change 1,327 $385K
Wick Capital Partners, LLC 0.10% Add +441.4% 6,951 $383K
ZynergyRetirementPlanningLLC 0.26% Add +11.1% 1,321 $383K
Valued Retirements, Inc. 0.43% Reduce -4.1% 1,319 $382K
Sageworth Trust Co 0.02% Reduce -23.9% 1,319 $382K
Quartz Partners, LLC 0.17% Add +16.2% 1,313 $381K
Hoese & Co LLP 0.31% Add +12.9% 1,310 $380K
Pring Turner Capital Group Inc. 0.24% No change 1,305 $378K
Perissos Private Wealth Management, LLC 0.30% Reduce -1.1% 1,305 $378K
Redwood Financial Network Corp 0.25% Reduce -10.9% 1,301 $377K
PARK CIRCLE Co 0.32% No change 1,300 $377K
David Wealth Management LLC 0.28% Add +0.9% 1,299 $377K
Integrity Wealth Solutions LLC 0.18% Add +0.1% 1,299 $377K
Austin Wealth Management, LLC 0.07% Reduce -0.4% 1,271 $377K
Curran Financial Partners, LLC 0.08% Add +19.5% 1,295 $375K
Geometric Wealth Advisors 0.06% Add +5.7% 1,291 $374K
Dunhill Financial, LLC 0.11% Add +113.5% 1,332 $374K
Sage Capital Management, LLC 0.18% Add +0.4% 1,287 $373K
Dentgroup LLC 0.26% Add +0.2% 1,286 $373K
Kelly Financial Group LLC 0.11% Add +7.0% 1,286 $373K
FOCUS Wealth Advisors, LLC 0.19% Reduce -5.1% 1,286 $373K
Continuum Wealth Advisors, LLC 0.18% No change 1,282 $372K
Blue Barn Wealth, LLC 0.17% Add +36.8% 1,280 $371K
Enzi Wealth 0.14% Add +0.1% 1,293 $371K
Acorn Financial Advisory Services Inc. 0.06% Reduce -1.0% 1,278 $371K
Crane Advisory, LLC 0.06% No change 1,291 $370K
Global Wealth Strategies & Associates 0.11% Add +1.1% 1,277 $370K
Verus Wealth Management, LLC 0.37% No change 1,275 $370K
Prentiss Smith & Co. Inc. 0.22% No change 1,269 $368K
FMB Wealth Management 0.18% Add +2.0% 1,269 $368K
Bellecapital International Ltd. 0.07% No change 1,263 $366K
Richardson Capital Management LLC 0.19% Reduce -0.4% 1,261 $366K
Leslie Global Wealth, LLC 0.19% Add +6.8% 1,258 $365K
MPS Loria Financial Planners, LLC 0.11% Add +0.2% 1,258 $365K
Kelman-Lazarov, Inc. 0.06% Add +16.9% 1,257 $364K
Aspect Partners, LLC 0.18% Add +4.6% 1,257 $364K
Cathy Pareto & Associates, Inc. 0.30% Reduce -13.8% 1,256 $364K
V. M. Manning & Co., Inc. 0.40% — 1,201 $363K
Financial Synergies Wealth Advisors, Inc. 0.04% Add +25.2% 1,252 $363K
Saxony Capital Management, LLC 0.28% Reduce -12.9% 1,252 $363K
Verity Asset Management, Inc. 0.17% Reduce -0.8% 1,247 $362K
Ballew Advisors, Inc 0.21% Add +0.2% 1,221 $361K
G2 Capital Management, LLC / Oh 0.10% Reduce -2.8% 1,244 $361K
Guardian Financial Partners, LLC 0.16% Add +6.8% 1,242 $360K
Panoramic Investment Advisors, LLC 0.22% No change 1,242 $360K
Paul R. Ried Financial Group, LLC 0.22% Add +2.4% 1,240 $359K
CarsonAllaria Wealth Management, Ltd. 0.19% Reduce -0.9% 1,238 $359K
Grantvest Financial Group LLC 0.27% Reduce -8.4% 1,238 $359K
Westbourne Investments, Inc. 0.19% Add +29.3% 1,235 $358K
Essential Planning, LLC. 0.13% Reduce -1.4% 1,228 $356K
Paragon Capital Management LLC 0.18% Add +6.5% 1,225 $355K
Freedom Financial Partners LLC 0.15% Add +0.3% 1,220 $354K
Lountzis Asset Management, LLC 0.12% Reduce -7.0% 1,216 $353K
Marshall Financial Group Inc. 0.11% No change 1,215 $352K
Hoge Financial Services, LLC 0.22% Add +22.6% 1,215 $352K
Flower City Capital 0.21% No change 1,211 $351K
Wealth Management Nebraska 0.05% No change 1,221 $351K
TradeLink Capital LLC 1.23% New 1,200 $348K
One Degree Advisors Inc 0.12% New 1,202 $348K
DGS Capital Management, LLC 0.07% Add +4.3% 1,199 $348K
Quaker Wealth Management, LLC 0.12% — 1,199 $348K
WPWealth LLP 0.06% Reduce -4.5% 1,196 $347K
Tilson Financial Group, Inc. 0.13% Add +0.3% 1,194 $346K
First Wilshire Securities Management Inc. 0.09% No change 1,193 $346K
Halter Ferguson Financial Inc. 0.13% Add +6.7% 1,193 $346K
Williams & Novak, LLC 0.29% Reduce -7.7% 1,193 $346K
O'Brien Wealth Partners LLC 0.05% Add +0.9% 1,192 $346K
Rainey & Randall Wealth Advisors Inc. 0.06% Add +0.2% 1,192 $346K
Capstone Wealth Management, LLC 0.30% No change 1,191 $345K
Tribridge Partners Financial LLC 0.20% — 1,191 $345K
Cutler Capital Management, LLC 0.15% Reduce -9.3% 1,188 $344K
Quad-Cities Investment Group, LLC 0.16% Reduce -0.9% 1,185 $343K
Hubbell Strickland Wealth Management, LLC 0.15% Add +0.3% 1,184 $343K
Brown Financial Advisory 0.19% Add +28.9% 1,183 $343K
Prairiewood Capital, LLC 0.13% Add +6.1% 1,181 $342K
Financial Advisory Corp 0.05% Add +0.2% 1,177 $341K
Liberty Square Wealth Partners LLC 0.12% No change 1,175 $341K
IAG Wealth Partners, LLC 0.05% No change 1,175 $341K
Bullseye Investment Management, LLC 0.22% No change 1,388 $341K
Clear Point Advisors Inc. 0.29% Add +0.3% 1,174 $340K
Capital Market Strategies LLC 0.24% Add +7.0% 1,170 $339K
Satovsky Asset Management LLC 0.07% Add +2.0% 1,169 $339K
Concentrum Wealth Management 0.11% Add +16.1% 1,169 $339K
OMNI 360 Wealth, Inc. 0.21% Add +0.1% 1,167 $338K
Asset Allocation Strategies LLC 0.07% Add +0.2% 1,167 $338K
Cannon Wealth Management Services, LLC 0.28% Add +0.3% 1,166 $338K
BLVD Private Wealth, LLC 0.32% — 1,164 $337K
Valley Forge Investment Consultants Inc. Adv 0.11% Add +76.1% 1,164 $337K
Alaska Wealth Advisors, LLC 0.05% New 1,163 $337K
Life Planning Partners, Inc 0.27% Add +9.4% 1,162 $337K
Conrad Siegel Investment Advisors, Inc. 0.08% Reduce -1.9% 1,161 $337K
Sageworth Trust Co of South Dakota 0.36% No change 1,160 $336K
Wrenne Financial Planning LLC 0.16% Reduce -3.2% 1,159 $336K
MTM Financial Group, LLC 0.18% No change 1,157 $335K
Significant Wealth Partners LLC 0.16% Reduce -0.9% 1,154 $335K
Marshall & Sterling Wealth Advisors Inc. 0.23% Reduce -0.9% 1,157 $334K
Saudi Central Bank 0.01% Add +3.8% 1,150 $333K
Websterrogers Financial Advisors, LLC 0.11% No change 1,147 $333K
Western Pacific Wealth Management, LP 0.32% Reduce -12.9% 1,146 $332K
Family Capital Management, Inc. 0.17% Reduce -7.4% 1,146 $332K
Rinkey Investments 0.10% New 1,144 $332K
JDH Wealth Management, LLC 0.25% Add +1.1% 1,141 $331K
Human Investing LLC 0.05% Add +0.3% 1,139 $330K
Disciplined Investments, LLC 0.14% Reduce -3.2% 1,135 $329K
O'Connor Financial Group LLC 0.14% Add +3.9% 1,110 $329K
Caerus Investment Advisors, LLC 0.31% No change 1,133 $328K
Landing Point Financial Group, LLC 0.21% Add +4.1% 1,133 $328K
Claris Advisors, LLC / Mo / 0.11% Reduce -53.7% 1,129 $327K
Ironsides Asset Advisors, LLC 0.09% Add +9.2% 1,126 $327K
Orgel Wealth Management, LLC 0.01% Add +1.0% 1,126 $326K
Lifestyle Asset Management, Inc. 0.15% Add +9.8% 1,117 $324K
Retireful, LLC 0.22% Reduce -12.8% 1,115 $323K
Auxier Asset Management LLC 0.05% No change 1,115 $323K
USAdvisors Wealth Management, LLC 0.12% Reduce -9.3% 1,113 $323K
Stonehearth Capital Management, LLC 0.13% No change 1,114 $323K
Jim Saulnier & Associates, LLC 0.22% Add +0.2% 1,114 $323K
Hilltop Wealth Advisors, LLC 0.18% Reduce -6.2% 1,112 $322K
Afg Fiduciary Services Limited Partnership 0.21% No change 1,110 $322K
Eagle Capital Management LLC 0.00% Reduce -22.4% 1,109 $322K
Nautilus Advisors LLC 0.24% Add +0.2% 1,107 $321K
Warner Financial, Inc. 0.13% No change 1,106 $321K
Astra Wealth Partners LLC 0.26% Add +15.9% 1,106 $321K
University of Texas/Texas Am Investment Management Co. 0.05% No change 1,104 $320K
ACT Advisors, LLC. 0.15% Add +12.4% 1,103 $320K
TPG Financial Advisors, LLC 0.13% Reduce -0.1% 1,100 $319K
East Coast Asset Management, LLC. 0.11% No change 1,100 $319K
Zevin Asset Management LLC 0.05% Add +4.5% 1,097 $318K
MBB Public Markets I LLC 0.04% Reduce -18.3% 1,096 $318K
Whitcomb & Hess, Inc. 0.09% Reduce -15.2% 1,094 $317K
TD Capital Management LLC 0.03% Add +62.6% 1,093 $317K
MA Private Wealth 0.06% No change 1,093 $317K
Stack Financial Management, Inc 0.03% No change 1,091 $316K
Parkshore Wealth Management, Inc. 0.15% No change 1,091 $316K
McClarren Financial Advisors, Inc. 0.21% Reduce -5.5% 1,091 $316K
Iron Horse Wealth Management, LLC 0.09% Reduce -13.8% 1,091 $316K
New England Research & Management, Inc. 0.15% Add +2.3% 1,089 $316K
RFG Holdings, Inc. 0.09% Add +13.4% 1,089 $316K
LifeGoal Investments, LLC 0.30% New 1,088 $315K
Skyline Advisors, Inc. 0.12% Reduce -2.5% 1,086 $315K
VanderPol Investments L.L.C. 0.66% Reduce -3.8% 1,079 $313K
Demars Financial Group, LLC 0.12% New 1,078 $313K
Newton One Investments LLC 0.10% Add +0.6% 1,076 $312K
Signal Tree Financial Partners LLC 0.27% Reduce -3.0% 1,073 $311K
Capstone Capital LLC 0.23% No change 1,073 $311K
Arrowroot Family Office, LLC 0.14% — 1,069 $310K
Epiq Partners, LLC 0.16% No change 1,068 $310K
4J Wealth Management LLC 0.21% Add +0.5% 1,068 $310K
Baker Boyer National Bank 0.11% No change 1,065 $309K
Templeton & Phillips Capital Management, LLC 0.22% No change 1,065 $309K
Parkside Advisors LLC 0.07% No change 1,064 $308K
Sebold Capital Management, Inc. 0.19% Reduce -1.9% 1,063 $308K
Lesa Sroufe & Co 0.28% No change 1,061 $308K
Pachira Investments Inc. 0.23% Add +24.4% 1,060 $307K
LPWM LLC 0.09% No change 1,060 $307K
Pinney & Scofield, Inc. 0.21% Add +4.8% 1,059 $307K
Bellwether Advisors, LLC 0.05% Reduce -2.4% 1,057 $306K
ORBA Wealth Advisors, L.L.C. 0.28% Reduce -86.0% 1,053 $305K
Howard Bailey Securities, LLC 0.09% Reduce -27.8% 1,053 $305K
Comprehensive Financial Management LLC 0.01% No change 1,053 $305K
Brueske Advisory Services, LLC 0.21% Add +1.1% 1,051 $305K
WFA of San Diego, LLC 0.22% — 1,050 $304K
PFS Partners, LLC 0.15% Add +9.9% 1,050 $304K
Pacific Sage Partners, LLC 0.06% Add +2.8% 1,047 $304K
Mountain Capital Investment Advisors Inc. 0.06% Reduce -5.2% 1,043 $303K
Sfm, LLC 0.19% Add +7.5% 1,045 $303K
Conservest Capital Advisors, Inc. 0.03% Add +12.0% 1,045 $303K
Stone House Investment Management, LLC 0.06% Reduce -20.4% 1,045 $303K
Act Wealth Management, LLC 0.13% Reduce -7.5% 1,042 $302K
Lawson Kroeker Investment Management Inc. 0.06% No change 1,042 $302K
Longview Financial Advisors LLC 0.19% No change 1,040 $302K
Dash Acquisitions Inc. 0.06% No change 1,015 $301K
Spectrum Planning & Advisory Services Inc. 0.19% New 1,030 $299K
Petra Financial Advisors Inc. 0.19% Reduce -1.1% 1,029 $298K
Advisory Resource Group 0.06% Reduce -6.1% 1,026 $297K
Avion Wealth 0.07% Reduce -21.6% 1,027 $297K
Annandale Capital, LLC 0.05% No change 1,026 $297K
Tradewinds Capital Management, LLC 0.07% Reduce -4.9% 1,024 $297K
Davidson Kahn Capital Management, LLC 0.19% No change 1,017 $295K
WorthPointe, LLC 0.12% Reduce -29.1% 1,017 $295K
City Center Advisors, LLC 0.32% Add +15.7% 1,015 $294K
MAS Advisors LLC 0.48% Add +0.1% 1,013 $294K
Financial Guidance Group, Inc. 0.14% No change 1,011 $293K
StoneCrest Wealth Management, Inc. 0.14% Add +1.1% 1,011 $293K
Sterling Manor Financial, LLC 0.20% Add +2.0% 1,010 $293K
Kure Advisory, LLC 0.19% Reduce -0.7% 1,008 $292K
SWP Financial LLC 0.16% No change 1,007 $292K
Gruss & Co., LLC 1.35% Reduce -50.0% 1,000 $290K
Cumberland Advisors Inc. 0.12% Reduce -26.9% 1,000 $290K
Brandywine Trust Co. 0.04% No change 1,000 $290K
Mraz, Amerine & Associates, Inc. 0.05% Reduce -9.1% 1,000 $290K
Aspiring Ventures, LLC 0.13% Reduce -0.7% 998 $289K
Flagship Private Wealth, LLC 0.12% Add +0.4% 996 $289K
McGrath & Associates, Inc. 0.47% No change 996 $289K
Eastover Investment Advisors LLC 0.13% Add +18.9% 993 $288K
AAF Wealth Management, LLC 0.13% Reduce -7.4% 989 $287K
Kaufman Rossin Wealth, LLC 0.18% Add +8.7% 988 $286K
HRC Wealth Management, LLC 0.15% Add +0.1% 987 $286K
WealthCollab, LLC 0.16% No change 986 $286K
Novus Advisors, LLC 0.44% Reduce -9.3% 985 $286K
Boston Common Asset Management, LLC 0.01% No change 984 $285K
Glass Jacobson Investment Advisors llc 0.11% Add +341.4% 980 $284K
Dale Q Rice Investment Management Ltd 0.24% Reduce -52.0% 993 $284K
Mark Sheptoff Financial Planning, LLC 0.15% Add +4.0% 978 $284K
GEM Asset Management, LLC 0.14% Add +7.1% 970 $283K
Sims Investment Management, LLC 0.11% Reduce -0.8% 975 $283K
Fusion Family Wealth, LLC 0.02% Add +0.1% 973 $282K
Balanced Wealth Group LLC 0.12% New 952 $282K
Front Street Capital Management, Inc. 0.05% Reduce -1.1% 974 $282K
Vestia Personal Wealth Advisors 0.19% Add +6.9% 972 $282K
Stonebridge Wealth Management, LLC 0.27% — 971 $282K
Innovative Wealth Building LLC 0.23% Add +2.3% 965 $280K
Aurdan Capital Management, LLC 0.10% Add +5.5% 964 $280K
Blue Zone Wealth Advisors, LLC 0.07% New 963 $279K
Next Level Wealth Planning, LLC 0.18% Add +0.1% 963 $279K
Kropog Financial Group, LLC 0.24% Reduce -0.2% 962 $279K
Equita Financial Network, Inc. 0.11% Reduce -44.9% 962 $279K
Allegiance Financial Group Advisory Services LLC 0.07% Reduce -44.6% 960 $278K
Prairie Wealth Advisors, Inc. 0.12% Reduce -17.7% 960 $278K
Macroview Investment Management LLC 0.23% Reduce -3.8% 958 $278K
Avant Capital LLC 0.22% Add +0.5% 957 $277K
Coston, McIsaac & Partners 0.07% Reduce -22.9% 955 $277K
Theory Financial LLC 0.11% Add +1.1% 935 $277K
Timber Creek Capital Management LLC 0.07% No change 950 $277K
Daner Wealth Management, LLC 0.19% — 945 $277K
Check Capital Management Inc. 0.02% Add +0.1% 953 $276K
Lloyd Advisory Services, LLC. 0.13% New 952 $276K
Carroll Investors, Inc 0.15% No change 956 $276K
AtlasMark Financial, Inc 0.21% Reduce -1.3% 950 $275K
Noble Family Wealth, LLC 0.07% No change 950 $275K
Magnolia Wealth Management, LLC 0.18% No change 949 $275K
Synergy Financial Group, LTD 0.20% Add +1.6% 946 $274K
Austin Asset Management Co Inc 0.06% Reduce -12.9% 945 $274K
Cloud Capital Management, LLC 0.17% Add +78.5% 928 $273K
Unconventional Investor, LLC 0.15% Reduce -5.6% 940 $273K
Wealth Watch Advisors, INC 0.16% Add +19.8% 1,168 $272K
Corepath Wealth Partners LLC 0.23% No change 919 $272K
Tandem Investment Advisors, Inc. 0.01% Reduce -23.6% 934 $271K
Vawter Financial, Ltd. 3.05% Reduce -76.6% 931 $270K
Synergy Asset Management, LLC 0.03% New 931 $270K
Rialto Wealth Management, LLC 0.08% Add +3.9% 929 $269K
Stevens Capital Partners 0.10% New 921 $269K
Rock Point Advisors, LLC 0.08% No change 926 $268K
Midwest Financial Group LLC 0.14% Add +0.4% 926 $268K
PMG Wealth Management, Inc. 0.22% New 925 $268K
Sander Capital Advisors Inc. 0.12% No change 925 $268K
AdviceOne Advisory Services, LLC 0.20% No change 924 $268K
Elevate Wealth Advisory, Inc. 0.19% Add +9.2% 923 $267K
Ferguson Shapiro LLC 0.09% Reduce -1.4% 923 $267K
FWG Investments, LLC. 0.20% New 921 $267K
Comprehensive Money Management Services LLC 0.20% Reduce -4.4% 917 $266K
WealthCare Investment Partners, LLC 0.10% Reduce -2.1% 897 $266K
Chokshi & Queen Wealth Advisors, Inc 0.15% Add +2.2% 916 $265K
Quest 10 Wealth Builders, Inc. 0.26% Add +16.6% 914 $265K
Ameraudi Asset Management, Inc. 0.14% No change 912 $264K
Reliant Investment Management, LLC 0.11% Reduce -14.7% 911 $264K
Hoya Capital Real Estate, LLC 5.01% No change 910 $264K
Attessa Capital LLC 0.17% No change 910 $264K
Rochester Wealth Strategies, LLC 0.19% New 909 $264K
Beacon Financial Strategies CORP 0.17% Add +6.2% 909 $263K
Altiora Financial Group, LLC 0.05% No change 908 $263K
Higgins & Schmidt Wealth Strategies LLC 0.15% No change 906 $263K
Gator Capital Management, LLC 0.08% No change 905 $262K
GFG Capital, LLC 0.08% Reduce -74.9% 902 $261K
Trust Co of Kansas 0.12% No change 899 $261K
Vestor Capital, LLC 0.02% Reduce -99.2% 1,277 $261K
Garrison Bradford & Associates Inc. 0.29% No change 900 $261K
Headland Capital, LLC 0.08% Add +9.4% 899 $261K
Chase Investment Counsel Corp. 0.08% Reduce -6.3% 897 $260K
Graney & King, LLC 0.17% Add +7.5% 894 $259K
Dahring | Cusmano LLC 0.20% Add +0.5% 888 $257K
CMH Wealth Management LLC 0.06% Reduce -5.3% 884 $256K
Integras Partners LLC 0.28% No change 883 $256K
Capital Planning LLC 0.08% Reduce -56.4% 883 $256K
Newport Capital Group, LLC 0.17% New 882 $256K
Mullaney, Keating & Wright, Inc. 0.17% Reduce -0.1% 882 $256K
HFG Advisors, Inc. 0.20% New 871 $253K
Financial Life Planners 0.21% Add +9.7% 871 $252K
ETF Store, Inc. 0.29% Add +2.0% 867 $251K
Principia Wealth Advisory, LLC 0.21% Add +3.8% 865 $251K
Legend Financial Advisors, Inc. 0.17% No change 863 $250K
JFG Wealth Management, LLC 0.05% No change 861 $250K
David Kennon Inc 0.09% Reduce -5.5% 861 $250K
Lummis Asset Management, LP 0.16% No change 858 $249K
Barnes Wealth Management Group, Inc 0.15% Reduce -5.1% 858 $249K
Maryland Capital Advisors Inc. 0.10% Add +26.7% 855 $248K
Auour Investments LLC 0.09% No change 854 $248K
Treasure Coast Financial Planning 0.14% Reduce -10.2% 853 $247K
Phocas Financial Corp. 0.04% No change 851 $247K
Hapanowicz & Associates Financial Services, Inc 0.12% No change 850 $246K
Puzo Michael J 0.07% No change 850 $246K
Andina Capital Management, LLC 0.17% New 849 $246K
Fortis Advisors, LLC 0.16% Reduce -31.4% 849 $246K
New Jersey Better Educational Savings Trust 0.63% Reduce -71.9% 847 $246K
Ball & Co Wealth Management Inc. 0.26% Add +0.6% 840 $243K
Lifelong Wealth Advisors, Inc. 0.08% New 837 $243K
BCU Wealth Advisors, LLC 0.11% Add +0.5% 833 $241K
Fonville Wealth Management LLC 0.06% No change 831 $241K
ShankerValleau Wealth Advisors, Inc. 0.07% No change 831 $241K
Alamar Capital Management, LLC 0.13% No change 830 $241K
Cardinal Capital Management, Inc. 0.01% Reduce -2.9% 830 $241K
Bonfire Financial 0.20% Add +0.1% 829 $240K
Millington Financial Advisors, LLC 0.12% New 809 $240K
Jacksonville Wealth Management, LLC 0.19% New 827 $240K
Campbell Deegan Wealth Management, LLC 0.24% Add +0.5% 824 $239K
Milestone Asset Management Group, LLC 0.18% Reduce -3.1% 823 $239K
Sequent Planning LLC 0.08% New 821 $238K
Littlejohn Financial Services, Inc. 0.18% New 820 $238K
Financial Avengers, Inc. 0.11% Add +0.4% 817 $237K
Founders Capital Management, LLC 0.04% No change 817 $237K
Baron Financial Group, LLC 0.14% New 815 $236K
New Harbor Financial Group, LLC 0.05% New 815 $236K
Archvest Wealth Advisors, Inc. 0.21% New 812 $235K
Brickley Wealth Management 0.05% New 811 $235K
eCIO, Inc. 0.10% Reduce -0.6% 809 $235K
Cobblestone Asset Management LLC 0.12% New 804 $233K
Schwallier Wealth Management LLC 0.14% New 804 $233K
PACK Private Wealth, LLC 0.12% New 803 $233K
Tran Capital Management, L.P. 0.03% New 801 $232K
Corps Capital Advisors, LLC 0.37% New 801 $232K
RiverTree Advisors, LLC 0.16% New 800 $232K
1 North Wealth Services LLC 0.09% No change 800 $232K
One Wealth Capital Management, LLC 0.11% New 799 $232K
Schaeffer Financial LLC 0.23% New 798 $231K
Sentinel Pension Advisors, LLC 0.04% New 798 $231K
Elefante Mark B 0.17% New 797 $231K
Vermillion Wealth Management, Inc. 0.11% Add +0.3% 794 $230K
Spectrum Wealth Advisory Group, LLC 0.11% New 791 $229K
Legacy Solutions, LLC 0.22% New 789 $229K
Ofc Financial Planning, LLC 0.24% New 788 $228K
Wellington Capital Management, Inc. 0.34% — 784 $227K
North Berkeley Wealth Management, LLC 0.21% New 781 $226K
PVG Asset Management Corp. 0.77% New 780 $226K
Sightline Wealth Advisors, LLC 0.11% New 779 $226K
Fortress Financial Solutions, LLC 0.28% New 779 $226K
Elite Wealth Management, Inc. 0.07% New 773 $224K
Teramo Advisors, LLC 0.08% New 772 $224K
Note Advisors, LLC 0.15% New 771 $224K
David J Yvars Group 0.13% New 768 $223K
Promus Capital, LLC 0.14% Add +0.3% 767 $222K
Optima Capital LLC 0.12% New 764 $222K
Northeast Planning Associates, Inc. / NH / 0.20% New 764 $221K
Independence Financial Advisors, LLC 0.09% New 756 $219K
Capital Investment Services of America, Inc. 0.02% Reduce -9.2% 751 $218K
Clark Estates Inc. 0.05% New 750 $217K
Wealthcare Capital Management LLC 0.02% Reduce -44.6% 749 $217K
SK Wealth Management, LLC 0.09% New 764 $216K
Running Point Capital Advisors, LLC 0.06% New 746 $216K
High Probability Advisors, LLC 0.03% New 743 $215K
Avos Capital Management, LLC 0.12% New 743 $215K
Synergy Investment Management, LLC 0.13% Add +0.1% 743 $215K
Franklin, Parlapiano, Turner & Welch, LLC 0.06% New 741 $215K
Rahlfs Capital, LLC 0.20% Reduce -11.9% 738 $214K
Tme Financial, Inc. 0.17% New 737 $214K
WFA Asset Management Corp 0.12% Reduce -13.4% 1,053 $213K
Unique Wealth, LLC 0.03% New 733 $213K
Crestmont Private Wealth LLC 0.08% New 732 $212K
Opulen Financial Group LLC 0.17% New 730 $212K
Luminvest Wealth Management LLC 0.08% New 728 $211K
Wingate Wealth Advisors, Inc. 0.19% New 726 $210K
Confluence Investment Management LLC 0.00% Reduce -14.6% 725 $210K
REDW Wealth LLC 0.08% New 723 $210K
Tidemark, LLC 0.07% Add +1.7% 723 $210K
Miller Financial Services LLC 0.27% New 723 $209K
WPG Advisers, LLC 0.18% Reduce -3.7% 721 $209K
Gray Private Wealth, LLC 0.11% New 721 $209K
Sage Advisors, LLC 0.15% New 719 $209K
Briaud Financial Planning Inc 0.08% Add +2.1% 719 $208K
Semitam Bonam LLC 0.20% — 717 $208K
Opes Wealth Management LLC 0.04% Reduce -37.1% 717 $208K
Renaissance Investment Group LLC 0.04% New 716 $208K
PCG Wealth Advisors, LLC 0.11% Reduce -22.6% 715 $207K
Mason & Associates, LLC 0.05% New 715 $207K
Accretive Wealth Partners, LLC 0.07% New 714 $207K
Bay Harbor Wealth Management, LLC 0.06% Add +22.7% 714 $207K
Seneca Financial Advisors LLC 0.08% New 713 $207K
Navigoe, LLC 0.16% No change 711 $206K
Evelyn Partners Asset Management Ltd 0.05% No change 709 $206K
Cornerstone Wealth Advisors, Inc. 0.05% New 707 $205K
Penserra Capital Management LLC 0.00% Add +210.5% 708 $205K
SRN Advisors, LLC 0.19% Reduce -81.6% 704 $204K
Stuart Chaussee & Associates, Inc. 0.05% Add +39.7% 704 $204K
Traub Capital Management LLC 0.19% — 703 $204K
Pettinga Financial Advisors LLC 0.04% New 703 $204K
Michels Family Financial, LLC 0.17% New 700 $203K
V2 Financial group LLC 0.12% New 700 $203K
Forte Asset Management LLC 0.10% New 700 $203K
Planning Directions Inc. 0.11% Reduce -55.3% 698 $202K
Penney Financial, LLC 0.10% New 698 $202K
Marex Group Ltd 0.00% Reduce -97.5% 698 $202K
Peak Financial Advisors LLC 0.10% New 695 $201K
Asset Allocation & Management Company, LLC 0.09% New 695 $201K
Colorado Capital Management, Inc. 0.09% New 693 $201K
Global View Capital Management LLC 0.06% New 692 $201K
Beta Wealth Group, Inc. 0.07% Reduce -24.7% 692 $201K
Valued Wealth Advisors LLC 0.10% Reduce -10.0% 678 $197K
WealthTrak Capital Management LLC 0.16% Add +12.1% 666 $193K
Basso Capital Management, L.P. 0.14% No change 654 $190K
Evolution Advisers, Inc. 0.09% No change 651 $188K
DecisionPoint Financial, LLC 0.05% Add +3.9% 634 $184K
Signature Resources Capital Management, LLC 0.11% Add +33.1% 631 $183K
Mendota Financial Group, LLC 0.17% Reduce -1.3% 631 $183K
Creative Capital Management Investments LLC 0.06% Add +1.8% 609 $177K
Cooksen Wealth, LLC 0.14% Reduce -5.4% 608 $176K
Howard Hughes Medical Institute 0.07% New 605 $175K
Carderock Capital Management Inc. 0.04% New 600 $174K
Marshall & Sullivan Inc. 0.08% New 599 $174K
Financial Network Wealth Advisors LLC 0.21% No change 591 $171K
Essential Partners LLC 0.07% — 590 $171K
Kiker Wealth Management, LLC 0.10% Reduce -41.7% 585 $170K
Sarver Vrooman Wealth Advisors 0.11% Reduce -14.3% 580 $168K
Standard Family Office LLC 0.20% No change 576 $167K
Tobam 0.06% New 573 $166K
Sherman Asset Management, Inc. 0.15% No change 570 $165K
Acima Private Wealth, LLC 0.06% No change 569 $165K
West Financial Advisors, LLC 0.03% No change 566 $164K
Walleye Capital LLC 0.00% Reduce -95.7% 556 $161K
Horrell Capital Management, Inc. 0.06% No change 547 $159K
Accordant Advisory Group Inc 0.11% Reduce -0.2% 500 $145K
Winnacle Wealth LLC 0.11% Add +461.8% 500 $145K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 496 $144K
Wood Tarver Financial Group, LLC 0.04% Add +10.0% 497 $143K
Parkworth Wealth Management, Inc. 0.10% Add +10.8% 472 $137K
Clark Wealth Partners 0.09% Add +1.1% 467 $135K
Ridgewood Investments LLC 0.06% No change 453 $131K
Curio Wealth, LLC 0.06% Add +10950.0% 442 $128K
Miller Wealth Advisors, LLC 0.06% No change 430 $125K
Painted Porch Advisors LLC 0.05% Reduce -2.3% 430 $125K
Main Street Group, LTD 0.05% Reduce -8.5% 429 $124K
Inlight Wealth Management, LLC 0.06% No change 427 $124K
Northwest Capital Management Inc 0.07% Reduce -8.1% 422 $122K
True Wealth Design, LLC 0.04% Add +5.9% 415 $120K
Red Tortoise LLC 0.06% Add +0.2% 412 $119K
DiNuzzo Private Wealth, Inc. 0.01% Add +0.7% 406 $118K
Financial Connections Group, Inc. 0.05% Add +17.5% 403 $116K
Marquette Asset Management, LLC 0.02% No change 400 $116K
Legacy Investment Solutions, LLC 0.06% — 396 $115K
Legacy Wealth Managment, LLC 0.06% Add +63.6% 396 $115K
Pingora Partners LLC 0.09% No change 395 $115K
Mid-American Wealth Advisory Group, Inc. 0.05% New 393 $114K
Robinswood Financial LLC 0.04% No change 377 $109K
Financial Gravity Companies, Inc. 0.02% — 365 $106K
Kilter Group LLC 0.05% New 342 $99K
Copia Wealth Management 0.08% Add +2.1% 341 $99K
Bare Financial Services, Inc 0.03% Add +47.1% 331 $96K
Robbins Farley 0.04% Reduce -6.7% 323 $94K
Retirement Wealth Solutions LLC 0.07% No change 313 $91K
Strengthening Families & Communities, LLC 0.05% Reduce -18.9% 313 $91K
Kings Path Partners LLC 0.04% No change 311 $90K
Anfield Capital Management, LLC 0.03% Add +2.0% 304 $88K
Teachers Insurance & Annuity Association of America 0.11% New 300 $87K
Montag & Caldwell, LLC 0.02% No change 300 $87K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -8.2% 293 $85K
Navera Investment Management Ltd. 0.00% No change 280 $81K
Tower View Wealth Management LLC 0.04% Add +0.7% 279 $81K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -16.5% 264 $77K
Evolution Wealth Management Inc. 0.09% — 265 $77K
Capital A Wealth Management, LLC 0.84% Add +59.0% 442 $75K
Pineridge Advisors LLC 0.03% Add +4.7% 246 $71K
Atlantic Private Wealth, LLC 0.05% Add +21.0% 242 $70K
Vermillion & White Wealth Management Group, LLC 0.04% No change 234 $68K
Disciplina Capital Management LLC 0.01% Reduce -7.1% 234 $68K
Redmont Wealth Advisors LLC 0.10% Add +230.4% 228 $66K
Sagard Holdings Management Inc. 0.18% — 222 $64K
Cedar Mountain Advisors, LLC 0.01% No change 218 $63K
Clarity Asset Management, Inc. 0.04% Add +87.1% 217 $63K
Ulland Investment Advisors, LLC 0.05% Reduce -45.6% 209 $61K
Horizon Financial Services, LLC 0.03% Add +3.5% 210 $61K
Innovative Advisory Group, LLC 0.05% Add +180.0% 210 $61K
Bear Mountain Capital, Inc. 0.02% Reduce -6.9% 202 $59K
New England Capital Financial Advisors LLC 0.03% Add +11.1% 201 $58K
Lowe Wealth Advisors, LLC 0.02% No change 201 $58K
Kathleen S. Wright Associates Inc. 0.02% No change 200 $58K
Horizons Wealth Management 0.04% Reduce -7.5% 185 $54K
Curat Global, LLC 0.05% Add +33.3% 180 $52K
Midwest Capital Advisors, LLC 0.03% No change 180 $52K
Morton Brown Family Wealth, LLC 0.01% Add +0.6% 163 $47K
Investment Counsel Co. of Nevada 0.09% Add +0.6% 157 $46K
Christopher J. Hasenberg, Inc 0.02% Add +212.0% 156 $45K
SWAN Capital LLC 0.02% Add +24.0% 155 $45K
Decker Retirement Planning Inc. 0.03% No change 151 $44K
Carolina Wealth Advisors, LLC 0.02% No change 149 $43K
Prudent Man Investment Management, Inc. 0.02% No change 178 $43K
Clear Investment Research, LLC 0.05% Add +0.7% 136 $40K
Westend Capital Management, LLC 0.01% Add +32.4% 135 $39K
Ryan Investment Management, Inc. 0.02% — 127 $37K
Breakwater Investment Management 0.01% No change 127 $37K
Team Financial Group, LLC 0.02% New 121 $35K
Redwood Park Advisors LLC 0.03% No change 120 $35K
MJT & Associates Financial Advisory Group, Inc. 0.04% No change 116 $34K
MPWM Advisory Solutions, LLC 0.02% Reduce -65.0% 111 $32K
Mizuho Securities Co. Ltd. 0.12% Add +450.0% 110 $32K
10Elms LLP 0.03% No change 100 $29K
Goodman Advisory Group, LLC 0.01% No change 93 $27K
Harbor Asset Planning, Inc. 0.03% — 91 $26K
Advantage Trust Co 0.01% No change 90 $26K
HFM Investment Advisors, LLC 0.01% Add +58.2% 87 $25K
Fairman Group, LLC 0.02% Add +1.3% 78 $22K
Fairway Wealth LLC 0.01% Reduce -50.7% 71 $21K
JDM Financial Group LLC 0.01% No change 65 $19K
Delos Wealth Advisors, LLC 0.01% New 64 $19K
Family Legacy Financial Solutions, LLC 0.01% — 54 $16K
Cedar Wealth Management, LLC 0.01% Add +112.5% 51 $15K
Minot DeBlois Advisors LLC 0.01% Reduce -16.7% 50 $14K
PayPay Securities Corp 0.67% Reduce -14.6% 47 $14K
LGT Financial Advisors LLC 0.03% No change 45 $13K
Friedenthal Financial 0.01% New 33 $10K
Koesten, Hirschmann & Crabtree, INC. 0.00% New 31 $9K
Investment Management Corp. /Va/ 0.01% No change 29 $8K
Kessler Investment Group, LLC 0.00% No change 26 $8K
POM Investment Strategies, LLC 0.01% Reduce -62.5% 24 $7K
PMV Capital Advisers, LLC 0.01% Reduce -91.2% 22 $6K
Family CFO Inc 0.00% New 21 $6K
Financially Speaking Inc 0.00% New 15 $4K
IFS Advisors, LLC 0.00% No change 11 $3K
Bridge Generations Wealth Management LLC 0.00% No change 4 $1K
ROSS\JOHNSON & Associates LLC 0.01% Reduce -93.8% 2 $580
HighMark Wealth Management LLC 0.00% Add +0.0% 1 $304

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