JPMorgan Chase &JPM

13F holders, Q4 2025 (December 31)
5,151holders +389
116new positions
76sold out
18famous investors
$321.53avg. 13F price*

At the end of Q4 2025, 5,151 institutions reported holding JPMorgan Chase & Co. (JPM) in their 13F filings, up 389 from Q3 2025. 116 opened new positions and 76 sold out. The largest holders were Vanguard Group Inc. ($85.6B), BlackRock, Inc. ($68.2B) and State Street Corp. ($40.4B). 18 famous investors held it, including Tom Russo (1.8% of Gardner Russo & Quinn's portfolio), Ken Fisher (1.8% of Fisher Asset Management's portfolio) and Andreas Halvorsen (1.6% of Viking Global Investors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions116$522.5M
Exits76$285.0M

All 13F filers, Q3 2025 → Q4 2025: 45,895,609 shares bought and 59,749,249 shares sold, net −13,853,640 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5,151 holders

Vanguard Group Inc. 1.24% Reduce -0.1% 265,758,185 $85.6B
BlackRock, Inc. 1.16% Add +1.1% 211,596,732 $68.2B
State Street Corp. 1.36% Add +0.1% 125,342,135 $40.4B
Morgan Stanley 1.28% Add +1.4% 66,385,268 $21.4B
Geode Capital Management, LLC 1.21% Reduce -0.0% 61,268,688 $19.7B
Bank of America Corp. 1.33% Reduce -1.8% 56,719,109 $18.3B
FMR LLC 0.59% Reduce -7.8% 35,700,719 $11.5B
Norges Bank 1.22% — 35,368,681 $11.4B
Northern Trust Corp. 1.30% Reduce -2.1% 31,672,762 $10.2B
T. Rowe Price Associates Inc. 0.97% Reduce -3.7% 27,942,349 $9.0B
Capital International Investors 1.35% Reduce -5.4% 26,626,025 $8.6B
Royal Bank of Canada 1.36% Add +0.5% 24,075,388 $7.8B
Bank of New York Mellon Corp 1.33% Add +5.4% 23,424,482 $7.5B
Wells Fargo & Company 1.46% Reduce -0.6% 23,085,900 $7.4B
Capital Research Global Investors 1.31% Reduce -4.7% 21,930,307 $7.1B
Goldman Sachs Group Inc. 1.00% Reduce -1.8% 21,777,670 $7.0B
Ameriprise Financial Inc. 1.41% Reduce -7.6% 19,352,594 $6.2B
Legal & General Group Plc 1.36% Add +0.6% 19,019,564 $6.1B
UBS Group AG 1.21% Reduce -3.4% 18,895,635 $6.1B
Charles Schwab Investment Management Inc. 0.94% Reduce -0.4% 18,747,819 $6.0B
Dimensional Fund Advisors LP 1.24% Reduce -1.8% 18,361,596 $5.9B
Capital World Investors 0.80% Reduce -24.7% 18,141,072 $5.8B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1.12% Reduce -1.4% 16,401,871 $5.3B
Fisher Asset Management 1.76% Add +1.9% 16,018,656 $5.2B
Massachusetts Financial Services Co. 1.62% Reduce -5.5% 15,519,405 $5.0B
Nuveen, LLC 1.25% Reduce -3.9% 14,775,402 $4.8B
Raymond James Financial Inc. 1.45% Add +0.0% 14,448,443 $4.7B
Invesco Ltd. 0.44% Reduce -1.4% 14,448,897 $4.7B
Franklin Resources Inc. 1.00% Reduce -1.4% 12,420,530 $4.0B
Wellington Management Group LLP 0.59% Reduce -24.8% 10,391,709 $3.3B
Deutsche Bank AG 1.07% Add +3.0% 10,190,594 $3.3B
Barclays PLC 1.26% Reduce -30.7% 9,749,773 $3.1B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2.60% Add +16.0% 9,132,100 $2.9B
Neuberger Berman Group LLC 1.97% Reduce -6.3% 8,214,514 $2.6B
BNP Paribas Financial Markets 1.64% Add +29.9% 7,914,787 $2.6B
HSBC Holdings PLC 1.39% Add +11.0% 7,564,735 $2.4B
Boston Partners 2.41% Reduce -3.5% 7,231,996 $2.3B
Envestnet Asset Management Inc. 0.65% Reduce -4.2% 6,778,558 $2.2B
California Public Employees Retirement System 1.25% Add +2.2% 6,761,319 $2.2B
Amundi 0.66% Add +23.2% 6,750,953 $2.2B
PNC Financial Services Group, Inc. 1.19% Reduce -1.5% 6,744,967 $2.2B
Schroder Investment Management Group 1.62% Add +3.4% 6,613,948 $2.1B
Baird Financial Group, Inc. 3.30% Add +2.2% 6,576,161 $2.1B
Sumitomo Mitsui Trust Group, Inc. 1.23% Reduce -4.9% 6,474,962 $2.1B
SG Americas Securities, LLC 2.66% Add +223496.0% 6,218,204 $2.0B
Mitsubishi UFJ Asset Management Co., Ltd. 1.29% Add +4.2% 5,867,584 $1.9B
Bank of Montreal 0.77% Reduce -4.9% 5,831,539 $1.9B
Canada Pension Plan Investment Board 1.20% Reduce -2.4% 5,573,356 $1.8B
LPL Financial LLC 0.48% Add +4.6% 5,459,824 $1.8B
Alliancebernstein L.P. 0.55% Reduce -6.0% 5,426,193 $1.7B
National Pension Service 1.29% Reduce -0.8% 5,408,990 $1.7B
Healthcare of Ontario Pension Plan Trust Fund 2.90% Add +9.3% 5,281,754 $1.7B
Principal Financial Group Inc. 0.84% Reduce -3.2% 5,134,283 $1.7B
TD Asset Management Inc 1.28% Reduce -2.9% 4,931,716 $1.6B
JPMorgan Chase & Co. 0.11% Add +1.5% 4,926,369 $1.6B
Unisphere Establishment 11.56% No change 4,800,000 $1.5B
Swedbank AB 1.47% Reduce -2.3% 4,725,326 $1.5B
Rhumbline Advisers 1.23% Reduce -3.4% 4,708,833 $1.5B
Bessemer Group Inc. 2.32% Reduce -13.0% 4,698,539 $1.5B
Clearbridge Investments, LLC 1.19% Reduce -4.0% 4,621,543 $1.5B
Sanders Capital, LLC 1.60% Reduce -0.7% 4,305,493 $1.4B
California State Teachers Retirement System 1.37% Reduce -2.6% 4,260,642 $1.4B
Janus Henderson Group PLC 0.60% Reduce -3.9% 4,193,611 $1.4B
Stifel Financial Corp. 1.13% Reduce -0.4% 3,900,287 $1.3B
Robeco Institutional Asset Management B.V. 1.73% Reduce -0.3% 3,776,778 $1.2B
American Century Companies Inc. 0.60% Reduce -9.2% 3,707,319 $1.2B
Primecap Management Co. 0.88% Reduce -6.0% 3,606,887 $1.2B
US Bancorp \de 1.35% Reduce -2.0% 3,584,075 $1.2B
Nordea Investment Management AB 0.99% Add +6.6% 3,566,046 $1.2B
Corient Private Wealth LP 1.53% Add +9.1% 3,484,827 $1.1B
New York State Common Retirement Fund 1.40% Reduce -2.8% 3,243,209 $1.0B
Allianz Asset Management GmbH 1.19% Add +18.8% 3,232,673 $1.0B
Fayez Sarofim & Co 2.46% Reduce -8.4% 3,177,244 $1.0B
CIBC Private Wealth Group LLC 1.72% Reduce -1.2% 3,155,380 $1.0B
Voya Investment Management LLC 1.12% Add +5.1% 3,072,539 $990.0M
Mariner, LLC 1.16% Reduce -8.3% 3,028,638 $975.9M
Aviva PLC 1.64% Add +12.6% 3,020,078 $973.1M
Truist Financial Corp. 1.29% Add +2.5% 3,006,468 $968.7M
Focus Partners Wealth 1.10% Add +27.1% 3,007,563 $967.9M
FIL Ltd 0.72% Add +1.0% 2,995,394 $965.2M
Citigroup Inc. 0.66% Reduce -41.2% 2,992,017 $964.1M
Ensign Peak Advisors, Inc 1.69% Reduce -12.9% 2,975,124 $958.6M
Acadian Asset Management LLC 1.54% Add +35.5% 2,909,712 $937.5M
National Bank of Canada 0.92% Reduce -10.6% 2,781,327 $896.3M
Rathbones Group PLC 3.45% Reduce -0.9% 2,737,607 $882.1M
Credit Agricole S A 2.43% Add +39.1% 2,736,707 $881.8M
KBC Group NV 2.00% Add +2.4% 2,725,322 $878.2M
HighTower Advisors, LLC 0.94% Reduce -1.8% 2,672,170 $861.0M
Axiom Investors LLC 7.42% Add +51.6% 2,624,117 $845.5M
Manufacturers Life Insurance Company, The 0.69% Add +0.2% 2,592,792 $835.5M
Mackenzie Financial Corp. 0.97% Reduce -1.3% 2,533,666 $817.8M
Victory Capital Management Inc. 0.46% Add +7.0% 2,527,003 $814.3M
Capital Wealth Planning, LLC 5.14% Add +3.5% 2,455,895 $794.3M
APG Asset Management N.V. 2.25% Add +6.1% 2,886,209 $791.9M
State Board of Administration of Florida Retirement System 1.38% Reduce -4.2% 2,428,507 $782.5M
Adage Capital Partners Gp, L.L.C. 1.19% Reduce -0.4% 2,428,466 $782.5M
Rockefeller Capital Management L.P. 1.35% Add +7.8% 2,325,791 $749.4M
Aberdeen Group plc 1.15% Add +0.2% 2,312,440 $745.1M
Blair William & Co. 2.00% Add +0.1% 2,309,809 $744.3M
Danske Bank A/S 1.72% Add +3.8% 2,293,510 $739.0M
Caisse de depot et placement du Quebec 1.25% Add +22.4% 2,290,823 $738.1M
Fifth Third Bancorp 2.31% Reduce -0.6% 2,254,172 $726.3M
DekaBank Deutsche Girozentrale 1.25% No change 3,427,167 $726.0M
Prudential Financial Inc. 0.87% Reduce -21.7% 2,238,773 $721.4M
CANADA LIFE ASSURANCE Co 1.25% Reduce -22.2% 2,235,711 $721.0M
Royal London Asset Management Ltd. 1.51% Reduce -1.9% 2,228,116 $717.9M
Alphinity Investment Management Pty Ltd 7.23% Add +12.1% 2,217,217 $714.4M
Natixis Advisors, LLC 1.01% Reduce -3.0% 2,215,976 $714.0M
Two Sigma Advisers, LP 1.38% Reduce -9.6% 2,204,020 $710.2M
1832 Asset Management L.P. 0.90% Add +6.6% 2,183,418 $703.5M
Bank Julius Baer & Co. Ltd, Zurich 1.93% Add +1.4% 2,165,099 $697.8M
New York State Teachers Retirement System 1.36% Reduce -3.5% 2,164,927 $697.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 1.44% Add +22.4% 2,063,837 $665.0M
Russell Investments Group, Ltd. 0.73% Add +10.2% 2,061,847 $665.0M
Cerity Partners LLC 0.96% Add +4.3% 2,050,821 $660.8M
Ninety One UK Ltd 1.40% Reduce -14.6% 2,021,611 $651.4M
Chevy Chase Trust Holdings, LLC 1.75% Reduce -2.6% 2,008,865 $647.3M
Cibc World Market Inc. 1.14% Add +30.1% 1,983,380 $639.1M
Bank of Nova Scotia 0.95% Reduce -14.8% 1,973,687 $636.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 1.05% Reduce -2.7% 1,980,599 $634.6M
Bahl & Gaynor LLC 3.14% Reduce -4.2% 1,927,042 $620.9M
First Trust Advisors LP 0.45% Add +7.0% 1,922,098 $619.3M
Viking Global Investors 1.63% Reduce -62.3% 1,905,982 $614.1M
Handelsbanken Fonder AB 1.84% Add +8.1% 1,893,501 $610.1M
Public Employees Retirement Association of Colorado 2.20% Add +7.3% 1,858,185 $598.7M
Huntington National Bank 4.82% Add +0.0% 1,848,942 $595.8M
Korea Investment CORP 1.15% Reduce -1.0% 1,811,160 $583.6M
Keybank National Association 2.08% Add +7.7% 1,799,357 $579.8M
M&T Bank Corp 1.86% Add +1.0% 1,798,010 $579.4M
Thrivent Financial for Lutherans 1.05% Add +3.6% 1,793,482 $578.0M
Storebrand Asset Management As 1.54% Reduce -4.3% 1,775,132 $572.0M
King Luther Capital Management Corp. 2.34% Reduce -0.3% 1,772,943 $571.3M
Lord, Abbett & Co. LLC 1.82% Reduce -1.5% 1,761,035 $567.4M
Millennium Management 0.42% Add +25.5% 1,750,028 $563.9M
Wealth Enhancement Advisory Services, LLC 0.75% Add +0.3% 1,645,183 $550.5M
Scotia Capital Inc. 2.21% Add +4.2% 1,701,574 $548.2M
Janney Montgomery Scott LLC 1.25% Reduce -0.3% 1,696,703 $546.7M
Toronto Dominion Bank 0.94% Add +16.6% 1,636,441 $527.3M
Natixis 2.04% Add +95.8% 1,603,332 $516.6M
Commonwealth Equity Services, LLC 0.67% Reduce -3.2% 1,565,146 $504.3M
Cincinnati Insurance Co. 7.44% No change 1,512,189 $487.3M
Creative Planning 0.35% Add +2.6% 1,499,252 $483.1M
PFA Pension, Forsikringsaktieselskab 1.35% — 1,467,182 $474.5M
Pictet Asset Management Holding SA 0.46% Add +4.1% 1,467,289 $472.8M
NewEdge Advisors, LLC 1.71% Add +71.9% 1,458,300 $469.9M
Cibc World Markets Corp. 2.32% — 1,434,989 $462.4M
State of Wisconsin Investment Board 1.03% Reduce -3.0% 1,431,301 $461.2M
Asset Management One Co., Ltd. 1.27% Add +3.4% 1,414,815 $457.9M
AQR Capital Management 0.24% Reduce -18.2% 1,410,392 $454.5M
UniSuper Management Pty Ltd 2.71% Add +0.5% 1,405,578 $452.9M
Jennison Associates LLC 0.27% Reduce -5.0% 1,403,134 $452.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.52% Add +138.8% 1,396,374 $450.2M
Cetera Investment Advisers 0.49% Add +3.2% 1,393,065 $448.9M
Mitsubishi UFJ Trust & Banking Corp 1.06% Add +3.9% 1,385,398 $446.4M
Haverford Trust Co 3.96% Reduce -0.8% 1,376,816 $443.6M
Brandywine Global Investment Management, LLC 3.01% Reduce -4.8% 1,374,890 $443.0M
Public Sector Pension Investment Board 1.49% Add +24.1% 1,371,307 $441.9M
Citadel Advisors 0.29% Add +16.3% 1,300,737 $419.1M
Quantinno Capital Management LP 0.84% Add +30.0% 1,292,169 $416.4M
Mairs & Power Inc. 3.96% Reduce -6.3% 1,276,404 $411.3M
Jane Street Group, LLC 0.49% Add +154.7% 1,267,378 $408.4M
Alecta Tjanstepension Omsesidigt 1.76% No change 1,242,500 $400.4M
Brown Advisory Inc. 0.55% Add +0.6% 1,222,791 $394.0M
Nomura Asset Management Co. Ltd. 0.99% Add +1.1% 1,213,209 $390.9M
Employees Provident Fund Board 2.81% Add +11.9% 1,185,864 $382.1M
Commerce Bank 2.10% Reduce -0.6% 1,182,082 $380.9M
STRS Ohio 1.40% Reduce -6.4% 1,161,911 $374.4M
Glenmede Trust Co. NA 1.77% — 1,161,741 $374.3M
Qube Research & Technologies Ltd 0.53% Add +11.5% 1,156,350 $372.6M
Osaic Holdings, Inc. 0.54% Reduce -7.6% 1,142,957 $368.6M
Nisa Investment Advisors, LLC 1.22% Add +19.4% 1,143,226 $368.4M
Regions Financial Corp. 2.36% Reduce -1.1% 1,142,428 $368.1M
Treasurer of the State of North Carolina 1.18% Reduce -8.8% 1,138,275 $366.8M
Jones Financial Companies LLLP 0.22% Add +10.3% 1,131,539 $364.6M
KLP Kapitalforvaltning As 1.40% Reduce -0.1% 1,123,352 $362.0M
Northwestern Mutual Wealth Management Co. 0.23% Add +1.5% 1,118,266 $360.3M
Tredje AP-fonden 2.69% Add +12.3% 1,107,331 $356.8M
Menora Mivtachim Holdings LTD. 1.67% Reduce -25.4% 1,105,564 $356.2M
Public Employees Retirement System of Ohio 1.11% Reduce -5.0% 1,105,452 $356.2M
Zacks Investment Management 2.76% Reduce -11.1% 1,091,509 $351.7M
Great Lakes Advisors, LLC 2.86% Reduce -0.7% 1,088,578 $350.8M
Comerica Bank 1.38% Reduce -3.2% 1,069,071 $344.5M
Paralel Advisors LLC 12.87% No change 1,028,000 $331.2M
Sarasin & Partners LLP 3.40% Reduce -1.7% 1,017,395 $327.8M
Mawer Investment Management Ltd. 1.83% Reduce -13.5% 1,015,553 $327.2M
Bradley Foster & Sargent Inc. 4.63% Reduce -0.9% 978,872 $315.4M
TD Waterhouse Canada Inc. 1.96% Reduce -1.9% 977,951 $315.2M
ACR Alpine Capital Research, LLC 4.91% Reduce -11.2% 977,188 $314.9M
B. Metzler seel. Sohn & Co. AG 2.74% Add +64.0% 974,901 $314.3M
Montrusco Bolton Investments Inc. 3.90% Reduce -26.6% 1,005,426 $313.3M
Sei Investments Co. 0.31% Add +6.5% 959,814 $309.3M
MML Investors Services, LLC 0.74% Add +5.1% 945,270 $304.6M
Capitolis Liquid Global Markets LLC 1.82% Add +23.6% 944,735 $304.4M
Retirement Systems of Alabama 0.99% Reduce -0.8% 942,236 $303.6M
State of New Jersey Common Pension Fund D 1.10% Reduce -3.1% 941,727 $303.4M
Lansforsakringar Fondforvaltning AB (publ) 1.49% Reduce 0.0% 933,170 $300.7M
Steward Partners Investment Advisory, LLC 1.64% Reduce -0.0% 930,086 $299.7M
State of Tennessee, Department of Treasury 0.96% Reduce -2.6% 978,881 $299.4M
&partners 1.54% Add +21.9% 913,996 $294.5M
State of Michigan Retirement System 1.43% Reduce -3.3% 912,731 $294.1M
Epoch Investment Partners, Inc. 1.65% Reduce -7.8% 901,255 $290.4M
Teacher Retirement System of Texas 1.00% Add +11.1% 900,668 $290.2M
Captrust Financial Advisors 0.54% Add +0.4% 875,280 $282.0M
Cardano Risk Management B.V. 2.81% Reduce -1.1% 867,353 $279.5M
Eurizon Capital SGR S.p.A. 0.87% — 865,031 $278.8M
Resona Asset Management Co.,Ltd. 1.32% Reduce -5.0% 853,335 $275.2M
LGT Group Foundation 2.99% Add +3.0% 849,129 $274.6M
Man Group plc 0.53% Add +15.2% 847,101 $273.0M
Cullen Capital Management, LLC 2.96% Reduce -16.4% 841,839 $271.3M
AMF Tjanstepension AB 1.68% Add +9.7% 840,975 $271.0M
Empower Advisory Group, LLC 0.73% Add +0.2% 840,037 $270.7M
Rafferty Asset Management, LLC 0.92% Reduce -9.3% 830,426 $267.6M
Mirae Asset Global Investments Co., Ltd. 0.74% Add +13.3% 829,622 $267.3M
CIBC Asset Management Inc 0.64% Add +46.2% 823,309 $265.2M
Panagora Asset Management Inc. 0.93% Reduce -32.9% 813,949 $262.3M
CI Investments Inc. 1.14% Reduce -24.0% 808,227 $260.4M
Assetmark, Inc. 0.53% Add +6.9% 801,296 $258.2M
Boston Trust Walden Corp 1.90% Reduce -5.3% 782,214 $252.0M
Clark Capital Management Group, Inc. 1.54% Reduce -10.5% 778,936 $251.0M
Mercer Global Advisors Inc. 0.38% Add +8.8% 760,957 $250.8M
Nomura Asset Management International Inc. 0.38% — 777,921 $250.7M
Arizona State Retirement System 1.35% Reduce -5.2% 769,098 $247.8M
Pinebridge Investments LLC 1.82% — 767,072 $247.2M
Bristol John W & Co. Inc. 3.80% Reduce -14.6% 766,732 $247.1M
Groupama Asset Managment 3.62% Reduce -2.2% 760,026 $244.8M
Bartlett & Co. Wealth Management LLC 3.15% Reduce -1.1% 746,883 $240.7M
Ferguson Wellman Capital Management, Inc. 3.85% Add +0.6% 745,717 $240.3M
DNB Asset Management AS 0.83% Add +4.1% 737,362 $237.6M
First Financial Bankshares Inc 4.78% Add +1.5% 737,285 $237.6M
Compagnie Lombard Odier SCmA 2.56% Reduce -24.1% 731,703 $235.8M
OMERS ADMINISTRATION Corp 1.68% Add +0.1% 731,141 $235.6M
Worldquant Millennium Advisors LLC 0.91% Reduce -0.9% 726,074 $234.0M
Czech National Bank 1.50% Add +2.8% 717,819 $231.3M
Forsta Ap-Fonden 1.37% Reduce -2.9% 714,040 $230.1M
Calamos Advisors LLC 1.36% Reduce -4.2% 713,195 $229.8M
Skandinaviska Enskilda Banken AB (publ) 0.92% Reduce -21.5% 713,383 $229.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.80% Reduce -4.1% 711,055 $229.1M
Loomis Sayles & Co. L P 0.28% Reduce -4.9% 708,146 $228.2M
BI Asset Management Fondsmaeglerselskab A/S 2.01% Reduce -3.2% 710,934 $228.0M
Quilter Plc 3.81% Reduce -1.4% 704,389 $227.0M
Sanctuary Advisors, LLC 1.24% Add +1.4% 702,049 $226.2M
ProShare Advisors LLC 0.40% Add +6.1% 701,638 $226.1M
James Hambro & Partners LLP 7.96% Add +0.2% 691,262 $222.8M
Whittier Trust Co. 2.38% Add +1.9% 656,811 $219.8M
Gateway Investment Advisers LLC 2.04% Reduce -1.9% 682,056 $219.8M
O'shaughnessy Asset Management, LLC 1.21% Add +2.2% 679,313 $218.9M
Welch & Forbes LLC 2.60% Reduce -0.8% 665,957 $214.6M
Atalanta Sosnoff Capital, LLC 4.16% Reduce -1.5% 661,597 $213.2M
MetLife Investment Management, LLC 1.02% Reduce -4.4% 652,503 $210.2M
EP Wealth Advisors, LLC 1.08% — 646,590 $208.3M
ABN AMRO Bank N.V. 1.96% Add +5.8% 647,531 $208.2M
Cambridge Investment Research Advisors, Inc. 0.55% Add +0.8% 644,594 $207.7M
Samlyn Capital, LLC 3.27% Reduce -11.2% 636,283 $205.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.03% Reduce -4.1% 633,213 $204.0M
Mn Services Vermogensbeheer B.V. 1.25% Add +15.2% 632,100 $203.7M
Allspring Global Investments Holdings, LLC 0.33% Reduce -3.4% 619,879 $201.8M
Balyasny Asset Management L.P. 0.39% Add +17.9% 625,007 $201.4M
Candriam S.C.A. 1.00% Reduce -7.4% 622,691 $200.7M
Pinnacle Financial Partners, Inc. 1.51% — 620,597 $200.0M
AEGON ASSET MANAGEMENT UK Plc 2.37% Reduce -3.9% 617,381 $199.0M
MUFG Securities EMEA plc 2.30% Add +101.6% 614,741 $198.1M
LSV Asset Management 0.43% Reduce -3.9% 612,122 $197.2M
Union Bancaire Privee, UBP SA 2.35% Add +0.5% 643,664 $196.3M
Douglas Lane & Associates, LLC 2.69% Reduce -5.8% 607,589 $195.8M
Federation des caisses Desjardins du Quebec 0.74% Add +5.5% 599,061 $193.0M
Capital International, Inc. 1.50% Reduce -18.1% 588,854 $189.7M
Evercore Wealth Management, LLC 2.77% Reduce -0.7% 586,994 $189.1M
Lido Advisors, LLC 0.75% Add +0.7% 592,350 $188.0M
DAVENPORT & Co LLC 1.01% Add +0.0% 579,219 $186.7M
Davis Selected Advisers 0.83% Reduce -4.0% 571,586 $184.2M
Williams Jones Wealth Management, LLC. 2.07% Reduce -0.0% 569,662 $183.6M
Capital Advisors Inc. 2.94% Add +1.2% 567,263 $182.8M
Peapack Gladstone Financial Corp. 2.30% Reduce -1.8% 565,655 $182.3M
Smead Capital Management, Inc. 3.77% Reduce -6.5% 562,792 $181.3M
Homestead Advisers Corp 4.78% Reduce -17.2% 560,725 $180.7M
Arrowstreet Capital, Limited Partnership 0.10% Add +92.2% 547,346 $176.4M
EFG International AG 3.38% — 542,828 $175.0M
Daiwa Securities Group Inc. 0.57% Add +3.5% 541,340 $174.4M
Employees Retirement System of Texas 1.66% Reduce -1.8% 541,000 $174.3M
Vaughan Nelson Investment Management, L.P. 1.70% Reduce -23.4% 539,986 $174.0M
Kestra Advisory Services, LLC 0.72% Add +2.3% 539,571 $173.9M
Cwm, LLC 0.47% Add +11.6% 536,109 $172.7M
Agf Management Ltd. 0.75% Reduce -1.3% 531,758 $171.3M
IFM Investors Pty Ltd 1.42% Reduce -0.9% 528,882 $170.4M
Gardner Russo & Quinn 1.84% Reduce -3.0% 528,817 $170.4M
PensionDanmark Pensionsforsikringsaktieselskab 1.54% — 526,314 $169.6M
Swiss Life Asset Management Ltd 0.85% Add +7.0% 519,720 $167.5M
AE Wealth Management LLC 0.96% Add +8.1% 516,607 $166.5M
ING Groep NV 0.99% Reduce -0.5% 507,274 $163.5M
Amalgamated Bank 1.17% Reduce -4.9% 502,054 $161.8M
Parnassus Investments, LLC 0.42% Reduce -4.3% 500,909 $161.4M
Bridges Investment Management Inc. 2.03% Reduce -5.7% 497,685 $160.4M
Factory Mutual Insurance Co. 1.61% Reduce -8.8% 493,775 $159.1M
ASR Vermogensbeheer N.V. 1.85% Reduce -1.4% 493,227 $158.9M
Pathstone Holdings, LLC 0.61% Add +5.0% 489,844 $157.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.83% Add +21.9% 487,943 $157.2M
Commerzbank Aktiengesellschaft 3.19% Reduce -1.3% 486,779 $156.8M
Tiaa Trust, National Association 0.38% Add +2.8% 486,114 $156.6M
Vanguard Personalized Indexing Management, LLC 1.52% Add +6.8% 483,548 $155.8M
TCW Group Inc. 1.11% Add +7.5% 482,560 $155.5M
Zurich Insurance Group Ltd 1.08% Reduce -14.8% 482,000 $155.3M
Tidal Investments LLC 0.65% Add +20.6% 481,344 $155.1M
NewEdge Wealth, LLC 1.75% Add +6.7% 480,501 $154.8M
Banco Santander, S.A. 1.15% Add +5.2% 475,926 $153.4M
Federated Hermes, Inc. 0.25% Add +0.7% 472,376 $152.2M
Susquehanna International Group, LLP 0.21% Reduce -50.6% 472,090 $152.1M
AG Campbell Advisory, LLC 96.02% — 471,920 $152.1M
Basswood Capital Management, L.L.C. 6.68% No change 469,496 $151.3M
HM Payson & Co. 2.13% Add +3.2% 468,495 $151.0M
Macquarie Group Ltd. 0.66% Reduce -60.6% 466,869 $150.2M
Woodline Partners LP 0.58% Add +27.9% 464,973 $149.8M
Nissay Asset Management Corp. /Japan 0.78% Reduce -8.8% 464,723 $149.7M
MAI Capital Management 0.86% Add +3.7% 463,946 $149.5M
Groupe la Francaise 2.18% Reduce -0.6% 465,495 $149.0M
Sapient Capital LLC 2.08% Reduce -0.1% 458,572 $148.3M
Ilmarinen Mutual Pension Insurance Co 1.18% No change 457,869 $147.5M
Utah Retirement Systems 1.40% Reduce -0.7% 455,644 $146.8M
Varma Mutual Pension Insurance Co 0.88% Reduce -0.4% 450,511 $145.2M
QRG Capital Management, Inc. 1.61% Add +6.3% 447,945 $144.3M
USS Investment Management Ltd 0.72% Reduce -0.5% 447,105 $144.1M
UMB Bank, n.a. 1.90% Add +6.1% 444,320 $143.2M
Midwest Trust Co 1.78% Add +0.1% 441,521 $142.3M
PBU - The Pension Fund of Early Childhood & Youth Educators 2.06% — 440,002 $141.8M
Teachers Retirement System of the State of Kentucky 1.06% Reduce -2.6% 439,874 $141.7M
Eastern Bank 2.45% Add +0.8% 439,837 $141.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 1.18% Reduce -1.6% 438,187 $141.2M
HRT Financial LP 0.44% Add +29.4% 436,854 $140.8M
Oppenheimer Asset Management Inc. 1.73% Reduce -5.2% 436,381 $140.6M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.83% Add +5.1% 434,698 $140.1M
Achmea Investment Management B.V. 3.57% Reduce -3.2% 433,472 $139.7M
Border to Coast Pensions Partnership Ltd 2.42% No change 430,237 $138.9M
Advisors Capital Management, LLC 1.65% Add +1.0% 430,861 $138.8M
Pinnacle Associates Ltd. 1.75% Reduce -1.5% 423,257 $136.4M
Staley Capital Advisers Inc. 5.59% Reduce -2.0% 420,469 $135.5M
D. E. Shaw & Co. 0.11% Reduce -7.7% 419,233 $135.1M
Carnegie Investment Counsel 2.49% Add +4.8% 419,147 $135.1M
Xponance LLC 1.01% Add +4.6% 418,024 $134.7M
Los Angeles Capital Management LLC 0.46% Reduce -23.8% 434,005 $134.3M
Police & Firemen's Retirement System of New Jersey 1.11% Reduce -7.1% 416,137 $134.1M
Stephens Inc. 1.67% Add +4.5% 414,791 $133.8M
D.A. Davidson & Co. 0.81% Reduce -0.2% 411,795 $132.7M
Allworth Financial LP 0.55% Add +12.2% 411,727 $132.7M
Curi Capital, LLC 2.30% Reduce -0.3% 411,240 $132.5M
AustralianSuper Pty Ltd 0.61% Reduce -1.3% 408,630 $131.7M
Guidance Point Advisors, LLC 30.68% Reduce -0.0% 401,005 $129.2M
Hardy Reed LLC 9.21% Add +0.0% 400,971 $129.2M
Glenview Trust Co 1.99% Reduce -1.9% 399,413 $128.7M
Two Sigma Investments, LP 0.20% Reduce -50.4% 397,014 $127.9M
Beck Mack & Oliver LLC 2.32% Reduce -0.3% 396,974 $127.9M
Sequoia Financial Advisors, LLC 0.71% Add +8.1% 393,983 $126.9M
Erste Asset Management GmbH 1.07% Add +1.4% 392,897 $126.8M
Associated Banc-Corp 3.25% Reduce -0.4% 393,395 $126.8M
Ieq Capital, LLC 0.38% Reduce -2.0% 391,612 $126.2M
Oppenheimer & Co. Inc. 1.78% Reduce -3.4% 388,517 $125.2M
TCTC Holdings, LLC 3.72% Reduce -0.2% 386,112 $124.4M
Rwa Wealth Partners, LLC 1.35% Reduce -1.9% 382,891 $123.4M
DJE Kapital AG 3.40% Reduce -37.0% 380,248 $123.0M
Vontobel Holding Ltd. 0.40% Add +5.4% 381,144 $122.8M
United Capital Financial Advisors, LLC 0.73% Add +5.4% 376,217 $121.2M
Life Cycle Investment Partners Ltd 0.84% — 373,767 $120.4M
New York Life Investment Management LLC 1.04% Reduce -0.0% 373,315 $120.3M
Private Advisor Group, LLC 0.57% Add +2.2% 373,153 $120.2M
Jefferies Financial Group Inc. 1.00% Add +2514.6% 370,202 $119.3M
Ursa Fund Management, LLC 10.27% New 370,000 $119.2M
Davis R M Inc. 2.04% Add +0.1% 368,096 $118.6M
Westwood Holdings Group Inc. 0.97% Reduce -12.9% 367,024 $118.3M
Raiffeisen Bank International AG 1.52% Add +20.3% 363,440 $117.5M
Rakuten Investment Management, Inc. 0.39% Add +898.5% 359,277 $116.3M
NEOS Investment Management LLC 0.67% Add +17.1% 360,315 $116.1M
Wealthfront Advisers LLC 0.26% Add +0.5% 359,778 $115.9M
Citizens Financial Group Inc. 1.55% Reduce -6.0% 359,118 $115.7M
Principle Wealth Partners LLC 6.51% Add +0.8% 358,106 $115.4M
Becker Capital Management Inc. 3.29% Reduce -0.4% 356,613 $114.9M
Investment Management Corp of Ontario 1.53% Add +5.0% 356,550 $114.9M
Cresset Asset Management, LLC 0.49% Add +0.5% 354,317 $114.2M
Wilkinson Global Asset Management LLC 7.79% Reduce -7.1% 354,057 $114.1M
Stock Yards Bank & Trust Co. 3.47% Reduce -0.9% 351,496 $113.3M
Hancock Whitney Corp. 2.03% Reduce -2.8% 350,178 $112.8M
Berkshire Asset Management LLC 4.93% Reduce -1.5% 348,430 $112.3M
Barr E S & Co. 5.84% Reduce -7.3% 348,119 $112.2M
Donaldson Capital Management, LLC 3.54% Add +0.6% 345,590 $111.4M
Cullen/Frost Bankers, Inc. 1.22% Reduce -5.4% 344,281 $110.9M
Beacon Pointe Advisors, LLC 0.78% Add +8.0% 343,656 $110.7M
Waters Parkerson & Co., LLC 5.42% Reduce -1.4% 342,506 $110.4M
Pzena Investment Management LLC 0.33% Add +0.7% 342,390 $110.3M
Henshaw Capital LLC 3.91% No change 337,139 $108.6M
Flputnam Investment Management Co. 1.57% Add +2.9% 334,968 $107.9M
Vaughan David Investments LLC 2.33% Reduce -2.5% 332,365 $107.1M
Gabelli Funds LLC 0.73% Reduce -3.2% 330,883 $106.6M
Quadrature Capital Ltd 1.09% Add +266.1% 330,165 $106.4M
Whittier Trust Co. of Nevada Inc. 2.18% Reduce -0.7% 313,800 $105.0M
Vinva Investment Management Ltd 1.29% Add +53.5% 321,223 $103.9M
Fiduciary Trust Co 1.18% Reduce -2.4% 322,291 $103.8M
Badgley Phelps Wealth Managers, LLC 1.90% Add +8.7% 321,602 $103.6M
Fullerton Fund Management Co Ltd. 4.52% Reduce -32.4% 320,579 $103.3M
Waverly Advisors, LLC 0.83% Add +40.0% 318,878 $102.7M
Mediolanum International Funds Ltd 1.02% Reduce -20.9% 317,091 $102.6M
Kestra Private Wealth Services, LLC 1.26% Add +2.1% 315,624 $101.7M
Global Frontier Investments LLC 19.97% Reduce -26.8% 314,000 $101.2M
Aptus Capital Advisors, LLC 0.86% Add +2.2% 312,903 $100.8M
Yousif Capital Management, LLC 1.10% Reduce -5.5% 332,771 $100.7M
Mutual of America Capital Management LLC 1.06% Reduce -1.9% 312,428 $100.7M
Oregon Public Employees Retirement Fund 1.28% Reduce -0.8% 311,734 $100.4M
Holocene Advisors, LP 0.21% Reduce -85.6% 310,263 $100.0M
M&G PLC 0.53% Reduce -8.2% 307,302 $99.0M
Fort Washington Investment Advisors Inc. 0.52% Add +1.6% 305,769 $98.5M
Meyer Handelman Co. 3.08% Add +1.1% 305,648 $98.5M
OP Asset Management Ltd 1.17% Add +0.2% 304,960 $98.3M
Lazard Asset Management LLC 0.17% Reduce -1.1% 304,811 $98.2M
Park National Corp. 3.06% Reduce -8.4% 304,655 $98.2M
Smith Chas P & Associates Pa Cpas 5.15% Add +57.5% 303,695 $97.9M
Marsico Capital Management LLC 2.72% Add +47.3% 303,588 $97.8M
BNP Paribas 2.79% Add +2.7% 301,468 $97.5M
Tudor Investment Corporation 0.55% New 300,524 $96.8M
First Manhattan Co. Llc. 0.25% Reduce -1.6% 299,794 $96.6M
Atlantic Union Bankshares Corp 1.80% Reduce -1.6% 297,731 $95.9M
Wesbanco Bank Inc. 2.64% Reduce -3.9% 296,968 $95.7M
Mesirow Financial Investment Management, Inc. 1.95% Reduce -6.8% 295,103 $95.1M
Ancora Advisors LLC 1.95% Reduce -0.5% 292,992 $94.4M
Milford Funds Ltd. 1.84% — 290,975 $93.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.14% Reduce -1.7% 289,436 $93.3M
Alpha Cubed Investments, LLC 3.17% Reduce -13.3% 287,260 $92.6M
Alberta Investment Management Corp 0.61% Add +902.6% 283,750 $91.4M
Welch Group, LLC 3.49% Reduce -1.4% 281,039 $90.6M
Quintet Private Bank (Europe) S.A. 5.25% Reduce -4.1% 280,563 $90.4M
Argent Trust Co 3.10% Reduce -1.3% 280,499 $90.4M
Ofi Invest Asset Management 1.28% Reduce -23.3% 325,296 $89.7M
E. Ohman J:or Asset Management AB 2.08% Reduce -13.2% 277,282 $89.3M
Bowen Hanes & Co. Inc. 2.24% Reduce -0.0% 277,219 $89.3M
Capital Fund Management S.A. 0.84% Reduce -29.3% 275,198 $88.7M
Blue Sparrow, LLC 1.66% — 274,081 $88.3M
RNC Capital Management LLC 4.02% Add +1.5% 274,075 $88.3M
Envestnet Portfolio Solutions, Inc. 0.31% Add +11.6% 272,424 $87.8M
State of Alaska, Department of Revenue 0.93% Reduce -9.8% 271,069 $87.3M
Evelyn Partners Investment Management LLP 2.41% Reduce -1.5% 270,892 $87.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.61% Add +1.5% 269,500 $86.9M
McDonald Capital Investors Inc. 5.32% Reduce -5.4% 269,084 $86.7M
MassMutual Private Wealth & Trust, FSB 2.21% Reduce -4.3% 266,187 $85.8M
North Star Investment Management Corp. 5.36% Reduce -0.3% 264,865 $85.3M
RiverFront Investment Group, LLC 1.41% Add +11.8% 264,469 $85.2M
Connor, Clark & Lunn Investment Management Ltd. 0.22% Reduce -43.0% 262,484 $84.6M
Clearstead Advisors, LLC 1.06% Add +1.2% 259,932 $83.8M
Daymark Wealth Partners, LLC 2.67% Reduce -1.7% 259,648 $83.7M
Prudential PLC 0.67% Reduce -2.8% 257,967 $83.1M
Tocqueville Asset Management L.P. 1.21% Reduce -1.9% 257,387 $82.9M
Wilmington Savings Fund Society, FSB 1.93% Reduce -0.9% 255,483 $82.3M
Florida Trust Wealth Management Co 2.25% Add +0.8% 252,744 $81.4M
Markel Group 0.65% No change 252,550 $81.4M
Empowered Funds, LLC 1.38% Reduce -1.7% 252,227 $81.3M
Clear Street Group Inc. 0.42% Reduce -56.7% 251,776 $81.1M
Migdal Insurance & Financial Holdings Ltd. 0.70% Reduce -0.1% 251,424 $81.0M
Optiver Holding B.V. 1.45% Add +3627.7% 250,167 $80.6M
Guggenheim Capital LLC 0.59% Reduce -0.2% 248,607 $80.1M
Nicholas Company, Inc. 1.40% No change 248,590 $80.1M
HB Wealth Management, LLC 0.52% Add +2.0% 246,837 $79.5M
World Investment Advisors 1.30% Add +5.3% 246,018 $79.3M
Todd Asset Management LLC 1.54% Reduce -0.2% 245,701 $79.2M
Dakota Wealth Management 1.40% Add +2.1% 243,841 $78.6M
Roffman Miller Associates Inc. 4.28% Reduce -3.1% 243,081 $78.3M
Crestwood Advisors Group, LLC 1.30% Reduce -0.7% 243,015 $78.3M
Venture Visionary Partners LLC 2.55% Add +1.0% 240,725 $78.1M
Crossmark Global Holdings, Inc. 1.12% Reduce -2.4% 241,994 $78.0M
Silvercrest Asset Management Group LLC 0.53% Reduce -8.8% 241,267 $77.7M
Andra AP-fonden 0.96% Add +123.8% 241,001 $77.7M
Salem Investment Counselors Inc. 2.19% Add +5.4% 240,983 $77.6M
JTC Employer Solutions Trustee Ltd 5.23% Reduce -1.2% 238,816 $77.0M
Bokf, NA 1.18% Reduce -5.0% 238,648 $76.9M
Orion Porfolio Solutions, LLC 0.56% Add +3.9% 238,201 $76.8M
Country Trust Bank 1.38% Add +19.0% 237,108 $76.4M
Concurrent Investment Advisors, LLC 0.87% Add +78.8% 236,711 $76.3M
iA Global Asset Management Inc. 0.97% Reduce -12.1% 236,675 $76.3M
Lockheed Martin Investment Management Co. 2.54% Reduce -7.9% 236,270 $76.1M
Stratos Wealth Partners, LTD. 0.86% Add +8.8% 235,593 $75.9M
T. Rowe Price Investment Management, Inc. 0.05% Reduce -0.9% 234,649 $75.6M
Seizert Capital Partners, LLC 3.18% Reduce -2.4% 233,894 $75.4M
WASHINGTON TRUST Co 2.46% Add +1.5% 233,482 $75.2M
Prospera Financial Services Inc 1.24% Reduce -2.6% 233,284 $75.2M
Capital Investment Advisors, LLC 1.15% Add +0.8% 233,323 $75.2M
Kimelman & Baird, LLC 5.73% Reduce -1.6% 231,570 $74.6M
Deprince Race & Zollo Inc. 1.42% Add +1.5% 230,477 $74.3M
Intech Investment Management LLC 0.66% Reduce -0.1% 229,342 $73.9M
Aviso Financial Inc. 2.80% Add +40.5% 228,915 $73.8M
Johnson Investment Counsel Inc. 0.60% Reduce -0.6% 227,654 $73.4M
Discovery Capital Management, LLC / CT 3.99% Add +33.0% 227,200 $73.2M
Argent Capital Management LLC 2.07% Reduce -3.0% 226,763 $73.1M
HighPoint Advisor Group LLC 1.61% Add +17.4% 226,695 $73.0M
Beacon Investment Advisory Services, Inc. 2.97% Reduce -6.3% 225,602 $72.7M
NorthCrest Asset Manangement, LLC 1.61% Add +0.5% 216,366 $72.3M
Van Lanschot Kempen Investment Management N.V. 0.62% Add +3.4% 223,990 $72.2M
Main Street Research LLC 4.09% Reduce -1.3% 221,919 $71.5M
ZWJ Investment Counsel Inc. 2.58% Reduce -2.5% 221,716 $71.4M
Vest Financial, LLC 0.90% Add +6.3% 220,531 $71.1M
Vestor Capital, LLC 5.97% Reduce -93.4% 13,695 $70.9M
KCM Investment Advisors LLC 2.28% Add +0.1% 219,296 $70.7M
Busey Bank 1.85% Add +0.1% 218,328 $70.3M
Cannell & Spears LLC 1.32% Reduce -8.8% 217,953 $70.2M
Aristotle Atlantic Partners, LLC 3.21% Reduce -21.5% 217,852 $70.2M
Americana Partners, LLC 1.93% Add +3.3% 217,799 $70.2M
GW&K Investment Management, LLC 0.61% Reduce -0.3% 217,527 $70.1M
Capital International Sarl 1.12% Reduce -41.7% 215,753 $69.5M
Modera Wealth Management, LLC 0.80% Reduce -3.0% 215,461 $69.4M
Elo Mutual Pension Insurance Co 1.06% Reduce -4.5% 215,324 $69.4M
Atria Investments, Inc 0.79% Reduce -3.2% 215,046 $69.3M
Performance Wealth Partners, LLC 1.86% Add +2.0% 213,294 $68.7M
Crawford Investment Counsel Inc. 1.14% Reduce -1.7% 212,993 $68.6M
Pacer Advisors, Inc. 0.18% Reduce -13.5% 212,777 $68.6M
Destination Wealth Management 1.79% Reduce -1.4% 212,415 $68.4M
Trust Co. of Vermont 2.82% Reduce -0.4% 210,011 $67.7M
Allstate Corp. 0.92% Add +107.4% 209,983 $67.7M
Equitable Holdings, Inc. 0.46% Add +1.9% 209,630 $67.5M
Moody LYNN Lieberson & Walker, LLC 3.58% Add +5.1% 209,482 $67.5M
Illinois Municipal Retirement Fund 0.84% Add +0.9% 207,065 $66.7M
Adams Diversified Equity Fund, Inc. 2.22% Add +1.5% 206,863 $66.7M
Baker Avenue Asset Management, LP 1.53% Reduce -0.1% 205,516 $66.2M
Allianz SE 0.85% Reduce -0.2% 204,457 $65.9M
Bank Pictet & Cie (Europe) AG 1.31% Add +1.4% 203,086 $65.4M
Livforsakringsbolaget Skandia, Omsesidigt 2.53% Reduce -0.7% 201,357 $64.9M
Delta Accumulation, LLC 66.06% Add +775.0% 201,308 $64.9M
Apollon Wealth Management, LLC 1.12% Add +2.0% 200,179 $64.5M
Fisher Funds Management LTD 1.67% No change 199,186 $64.4M
Triglav Investments, D.O.O. 4.06% Add +1.2% 199,494 $64.3M
Howard Capital Management Group, LLC 4.04% Reduce -3.4% 198,504 $64.0M
Mill Capital Management, LLC 4.61% Reduce -2.8% 198,181 $63.9M
Ingalls & Snyder LLC 2.35% Reduce -3.3% 197,262 $63.6M
Meridian Wealth Management, LLC 2.24% Add +0.6% 196,938 $63.5M
Oakworth Capital, Inc. 3.46% Reduce -1.4% 196,605 $63.3M
Klingenstein Fields & Co. LP 2.35% Reduce -1.9% 194,773 $62.8M
Artemis Investment Management LLP 0.76% Add +29.0% 194,557 $62.7M
Northeast Investment Management 2.44% Reduce -1.0% 193,920 $62.5M
Gradient Investments LLC 0.99% Add +2.7% 193,446 $62.3M
Mizuho Securities USA LLC 1.03% Reduce -1.0% 198,217 $62.1M
Foundations Investment Advisors, LLC 0.81% Add +10.9% 192,556 $62.0M
Arkadios Wealth Advisors 1.23% Add +28.9% 192,539 $62.0M
Heritage Investors Management Corp. 1.79% Reduce -2.1% 190,924 $61.5M
Nexus Investment Management ULC 8.31% Reduce -1.7% 189,336 $61.0M
Abn Amro Investment Solutions 0.90% Add +94.1% 189,217 $61.0M
American Assets Investment Management, LLC 4.20% Add +1172.2% 2,259,400 $60.8M
St Germain D J Co. Inc. 2.36% Reduce -0.9% 188,641 $60.8M
Summit Financial, LLC 0.89% Add +0.2% 188,270 $60.7M
Osmosis Investment Management UK Ltd 1.52% — 186,984 $60.2M
Villere St Denis J & Co. LLC 6.18% Reduce -8.4% 186,842 $60.2M
Howe & Rusling Inc. 3.98% Add +2.1% 186,831 $60.2M
FineMark National Bank & Trust 1.87% Reduce -1.6% 185,822 $59.9M
Maple Capital Management, Inc. 3.77% Reduce -1.2% 185,663 $59.8M
Danica Pension, Livsforsikringsaktieselskab 0.86% Add +21.2% 184,229 $59.4M
Braun Stacey Associates Inc. 1.90% Reduce -2.8% 182,239 $58.7M
Clifford Swan Investment Counsel LLC 1.94% Reduce -2.2% 180,992 $58.3M
First National Trust Co 1.92% Add +1.0% 178,857 $57.6M
Chilton Capital Management LLC 1.98% Add +0.7% 178,462 $57.5M
Chesley Taft & Associates LLC 2.24% Add +5.5% 176,208 $56.8M
Laird Norton Wetherby Trust Company, LLC 1.18% Add +634.8% 175,549 $56.6M
First National Bank of Omaha 1.67% Add +42.2% 174,826 $56.4M
Norinchukin Bank, The 0.66% Add +5.4% 174,669 $56.3M
Kentucky Retirement Systems 1.52% No change 174,372 $56.2M
Harel Insurance Investments & Financial Services Ltd. 0.48% Add +1094.2% 173,319 $55.8M
Independent Advisor Alliance 1.35% Reduce -2.5% 172,783 $55.7M
Snowden Capital Advisors LLC 1.44% Add +5.2% 172,397 $55.5M
Levin Capital Strategies, L.P. 4.82% Reduce -0.3% 172,311 $55.5M
Cornerstone Advisors, LLC 1.85% No change 172,200 $55.5M
Daiichi Life Insurance Co., Ltd. 1.43% Reduce -5.4% 172,150 $55.5M
Advisory Services Network, LLC 0.78% Reduce -1.1% 171,900 $55.4M
Randolph Co Inc 5.30% Add +0.2% 171,680 $55.3M
Vident Advisory, LLC 0.52% Add +20.2% 171,661 $55.3M
Merit Financial Group, LLC 0.44% Add +8.5% 171,329 $55.2M
Eagle Global Advisors LLC 2.04% Reduce -0.1% 171,299 $55.2M
GAMCO Investors 0.53% Add +0.3% 170,922 $55.1M
Capital Group Private Client Services, Inc. 0.87% Reduce -3.4% 170,506 $54.9M
Lazard Freres Gestion S.A.S. 0.99% Reduce -5.8% 170,072 $54.8M
Edmond DE Rothschild Holding S.A. 0.77% Add +7.1% 168,136 $54.2M
CSM Advisors, LLC 1.47% Reduce -3.1% 167,471 $54.0M
Choreo, LLC 0.68% Reduce -3.0% 165,515 $53.5M
Jupiter Asset Management Ltd. 0.43% Reduce -18.2% 166,049 $53.5M
SouthState Bank Corp 2.39% Add +0.7% 165,479 $53.3M
Mgo One Seven LLC 1.09% Add +9.2% 165,055 $53.2M
Generali Asset Management SPA SGR 1.09% Reduce -7.0% 164,980 $53.2M
Sculptor Capital LP 1.10% Reduce -15.8% 164,800 $53.1M
Drexel Morgan & Co. 8.25% No change 163,589 $52.7M
Cambiar Investors LLC 2.35% Reduce -5.4% 163,130 $52.6M
Estabrook Capital Management 7.74% Reduce -3.1% 163,084 $52.5M
CENTRAL TRUST Co 1.03% Reduce -2.2% 163,038 $52.5M
Wharton Business Group, LLC 1.99% Reduce -2.8% 162,578 $52.4M
Deroy & Devereaux Private Investment Counsel Inc. 2.57% Reduce -2.1% 162,371 $52.3M
WestEnd Advisors, LLC 1.21% Reduce -3.5% 161,557 $52.1M
Brandes Investment Partners, LP 0.39% Reduce -21.2% 160,966 $51.9M
National Mutual Insurance Federation of Agricultural Cooperatives 0.38% No change 160,900 $51.8M
NS Partners Ltd 2.03% Reduce -0.7% 160,634 $51.8M
FreeGulliver LLC 23.09% Reduce -1.0% 160,278 $51.6M
Park Avenue Securities LLC 0.43% Add +1.8% 158,702 $51.1M
Smith Salley Wealth Management 2.53% Reduce -6.3% 158,354 $51.0M
Modern Wealth Management, LLC 0.93% Add +1.5% 158,185 $51.0M
Hartford Investment Management Co. 1.52% Reduce -2.4% 157,351 $50.7M
Allen Investment Management, LLC 0.56% Add +0.4% 157,147 $50.6M
Fishman Jay A Ltd. 4.15% Reduce -0.7% 156,679 $50.5M
HUB Investment Partners, LLC 1.38% Add +1.6% 156,450 $50.4M
Highland Capital Management, LLC 2.51% Reduce -1.9% 156,407 $50.4M
Marco Investment Management LLC 3.76% Reduce -0.5% 155,598 $50.1M
FUKOKU MUTUAL LIFE INSURANCE Co 3.27% Reduce -1.1% 154,873 $49.9M
Bailard, Inc. 1.10% Reduce -4.5% 154,817 $49.9M
Private Wealth Partners, LLC 3.52% Reduce -1.4% 153,932 $49.6M
Ostrum Asset Management 2.37% Reduce -9.6% 153,234 $49.4M
Blue Chip Partners, LLC 3.56% Add +0.3% 152,403 $49.1M
Payden & Rygel 3.41% Reduce -6.5% 152,150 $49.0M
Heritage Wealth Advisors 1.86% Add +5.0% 151,264 $48.7M
Benjamin Edwards Inc. 0.54% Add +7.2% 150,407 $48.5M
Farmers & Merchants Investments Inc. 1.34% Reduce -11.3% 150,152 $48.4M
Cornerstone Investment Partners, LLC 1.87% Add +0.5% 149,854 $48.3M
LMCG Investments, LLC 2.75% Reduce -8.4% 149,475 $48.2M
Anchor Capital Advisors LLC 1.39% Reduce -1.5% 149,119 $48.0M
Delaney Capital Management Ltd. 7.96% — 148,985 $48.0M
First Citizens Bank & Trust Co. 1.00% Add +3.4% 148,792 $47.9M
Impax Asset Management Group plc 0.30% Reduce -11.9% 146,587 $47.2M
Franklin Street Advisors Inc. 2.69% Add +0.0% 146,561 $47.2M
AIA Group Ltd 0.70% Add +11.6% 146,137 $47.1M
Prime Capital Investment Advisors, LLC 0.57% Add +0.3% 146,075 $47.1M
Wesleyan Assurance Society 2.71% Add +0.2% 145,604 $46.9M
Axxcess Wealth Management, LLC 0.84% Add +9.1% 145,324 $46.8M
Carret Asset Management, LLC 4.44% Reduce -0.9% 145,096 $46.8M
Farther Finance Advisors, LLC 0.50% Add +56.0% 145,045 $46.7M
Valeo Financial Advisors, LLC 1.03% Reduce -5.7% 143,580 $46.3M
Rothschild Investment LLC 2.54% Reduce -1.6% 142,966 $46.1M
Metis Global Partners, LLC 1.09% Reduce -5.6% 142,734 $46.0M
MMBG Investment Advisors Co. 3.86% Reduce -1.8% 142,327 $45.9M
Savant Capital, LLC 0.26% Add +5.5% 140,914 $45.4M
Chicago Capital, LLC 1.12% Add +0.3% 140,791 $45.4M
Gulf International Bank (UK) Ltd 1.47% Reduce -0.8% 140,574 $45.3M
Central Securities Corp 3.63% No change 140,000 $45.1M
Choate Investment Advisors 0.88% Add +8.3% 139,509 $45.0M
Penobscot Investment Management Company, Inc. 3.38% Reduce -2.6% 139,404 $44.9M
Oddo BHF Asset Management Sas 1.69% Add +74.9% 139,209 $44.9M
Louisiana State Employees Retirement System 0.77% Reduce -3.6% 139,100 $44.8M
Sienna Gestion 2.70% Add +2.7% 139,237 $44.8M
Osterweis Capital Management Inc. 2.57% Reduce -2.3% 138,995 $44.8M
Kingsview Wealth Management, LLC 0.64% Add +4.8% 138,806 $44.7M
Parsons Capital Management Inc. 2.45% Add +0.8% 138,644 $44.7M
Lowe Brockenbrough & Co. Inc. 2.19% Reduce -0.5% 138,327 $44.6M
Baltimore-Washington Financial Advisors, Inc. 1.86% Add +8.5% 138,007 $44.5M
Madison Asset Management, LLC 0.51% Add +4.0% 137,868 $44.4M
Wilsey Asset Management Inc. 6.88% Reduce -1.3% 137,477 $44.3M
Bryn Mawr Trust Advisors, LLC 2.13% Add +1.3% 137,311 $44.2M
Martingale Asset Management L P 1.12% Reduce -4.3% 137,172 $44.2M
Kanawha Capital Management LLC 3.03% Reduce -0.8% 136,347 $43.9M
Matrix Asset Advisors Inc. 3.94% Reduce -1.9% 136,135 $43.9M
Maryland State Retirement & Pension System 0.90% Reduce -1.6% 136,046 $43.8M
Fiduciary Alliance LLC 2.86% Reduce -1.0% 135,737 $43.7M
Noesis Capital Mangement Corp. 6.33% Reduce -0.0% 135,557 $43.7M
Community Trust & Investment Co. 2.30% Reduce -1.3% 134,884 $43.5M
Composition Wealth, LLC 0.62% Add +6.9% 134,705 $43.4M
First American Bank 2.63% Add +0.0% 134,578 $43.4M
First Horizon Corp. 1.94% Reduce -1.2% 134,510 $43.3M
Parallel Advisors, LLC 0.79% Add +0.5% 134,316 $43.3M
Fred Alger Management, LLC 0.17% Add +0.5% 133,813 $43.1M
Ceredex Value Advisors LLC 1.29% Reduce -41.0% 133,171 $42.9M
Brown Brothers Harriman & Co. 0.23% Add +9.7% 132,513 $42.7M
Perigon Wealth Management, LLC 0.76% Add +0.9% 132,194 $42.6M
Sumitomo Mitsui Financial Group, Inc. 0.75% Add +3.8% 132,155 $42.6M
Vise Technologies, Inc. 0.83% Add +66.0% 132,017 $42.5M
Neville Rodie & Shaw Inc. 2.99% Reduce -1.4% 131,459 $42.4M
AG2R La Mondiale Gestion D'actifs 1.87% Add +5.1% 131,202 $42.3M
Smith Group Asset Management, LLC 2.24% Add +6.5% 131,126 $42.3M
Fifth Third Wealth Advisors LLC 1.48% Add +2.5% 131,078 $42.2M
Narwhal Capital Management 3.04% Add +1.4% 130,003 $41.9M
Moors & Cabot, Inc. 1.77% Add +2.6% 128,639 $41.5M
NBT Bank, N.A. 2.66% Reduce -1.7% 126,260 $41.1M
LaFleur & Godfrey LLC 4.98% Reduce -3.4% 127,637 $41.1M
Squarepoint Ops LLC 0.08% Reduce -24.6% 127,513 $41.1M
Bollard Group LLC 1.08% Reduce -9.9% 127,379 $41.0M
Appleton Partners Inc. 2.70% Reduce -1.0% 127,112 $41.0M
First Fiduciary Investment Counsel, Inc. 7.92% Reduce -1.2% 126,782 $40.9M
New Mexico Educational Retirement Board 1.22% Add +0.9% 126,650 $40.8M
BLB&B Advisors, LLC 1.70% Reduce -3.2% 126,105 $40.6M
Motley Fool Asset Management LLC 1.58% Reduce -33.7% 125,867 $40.6M
Hantz Financial Services, Inc. 0.60% Reduce -3.8% 125,452 $40.4M
Global Retirement Partners, LLC 0.71% Add +33.0% 125,062 $40.3M
DKRT Investments Corp. 11.40% No change 125,000 $40.3M
Verity & Verity, LLC 3.13% Add +0.7% 124,951 $40.3M
Horizon Investments, LLC 0.51% Reduce -3.0% 125,135 $40.1M
Dodge & Cox 0.02% Reduce -36.1% 124,405 $40.1M
Private Management Group Inc. 1.17% Reduce -1.8% 124,361 $40.1M
Tower Bridge Advisors 4.08% Reduce -1.9% 124,046 $40.0M
Oak Associates Ltd. 2.39% Add +0.8% 123,286 $39.7M
KMG Fiduciary Partners, LLC 2.81% Reduce -0.1% 122,591 $39.5M
Dana Investment Advisors, Inc. 1.15% Reduce -2.4% 122,235 $39.4M
Abner Herrman & Brock LLC 4.01% Reduce -1.6% 121,810 $39.3M
Bleakley Financial Group, LLC 0.68% Add +11.2% 121,479 $39.1M
Conning Inc. 1.37% Reduce -5.6% 120,700 $38.9M
Bridgeway Capital Management, LLC 0.81% Add +2.4% 120,562 $38.8M
Steigerwald, Gordon & Koch Inc. 3.78% Reduce -2.5% 120,488 $38.8M
Palisade Capital Management, LP 1.29% Reduce -1.8% 120,249 $38.7M
NFJ Investment Group, LLC 1.39% Reduce -5.7% 120,208 $38.7M
Foster Dykema Cabot & Partners, LLC 2.37% Reduce -2.6% 119,718 $38.6M
Patten & Patten Inc. 2.26% Reduce -4.7% 119,676 $38.6M
Schwerin Boyle Capital Management Inc. 4.22% Reduce -0.7% 119,543 $38.5M
Integrated Wealth Concepts LLC 0.45% Reduce -37.6% 118,424 $38.2M
Susquehanna Portfolio Strategies, LLC 0.59% No change 118,349 $38.1M
TruWealth Advisors, LLC 1.86% Add +1.0% 118,265 $38.1M
Alley Investment Management Company, LLC 4.45% Reduce -0.9% 117,970 $38.0M
71 West Capital Partners 1.75% — 117,822 $38.0M
Woodbridge Co Ltd 0.09% No change 117,593 $37.9M
First Long Island Investors, LLC 2.78% Reduce -1.1% 117,427 $37.8M
Stonebridge Capital Advisors LLC 2.62% Reduce -1.8% 117,257 $37.8M
Polaris Capital Management, LLC 3.13% Reduce -14.1% 117,255 $37.8M
J. Safra Sarasin Holding AG 0.61% Add +43.1% 117,082 $37.7M
SCS Capital Management LLC 0.40% Reduce -3.6% 117,079 $37.7M
Adell Harriman & Carpenter Inc. 2.24% Add +2.2% 116,454 $37.5M
Shufro Rose & Co. LLC 2.49% Reduce -0.8% 113,658 $36.6M
Culbertson A N & Co. Inc. 5.02% Add +0.7% 113,567 $36.6M
Manning & Napier Advisors LLC 0.47% Reduce -16.9% 112,525 $36.4M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.51% Add +2113.4% 112,883 $36.4M
OneDigital Investment Advisors LLC 0.36% Add +2.4% 112,865 $36.4M
Manitou Investment Management Ltd. 6.34% Reduce -0.5% 112,224 $36.2M
Sit Investment Associates Inc. 0.71% Reduce -3.4% 112,155 $36.1M
Texas Yale Capital Corp. 1.10% Add +1.4% 112,112 $36.1M
Summit Trail Advisors, LLC 0.62% Reduce -6.6% 112,070 $36.1M
Private Capital Management, LLC 3.43% Add +0.4% 111,985 $36.1M
Colonial Trust Advisors 2.70% Add +0.6% 111,331 $35.9M
Brevan Howard Capital Management LP 0.75% Reduce -7.1% 111,236 $35.8M
LBP Am SA 0.41% Reduce -20.5% 111,077 $35.8M
J.P. Marvel Investment Advisors, LLC 4.95% Reduce -0.0% 110,687 $35.7M
ARS Wealth Advisors Group, LLC 3.22% Reduce -0.5% 110,680 $35.7M
Gotham Asset Management 0.13% Add +14.7% 110,654 $35.7M
Osborne Partners Capital Management, LLC 1.83% Reduce -2.2% 110,574 $35.6M
Resources Management Corp. /CT/ 4.62% Reduce -1.2% 110,564 $35.6M
Vestmark Advisory Solutions, Inc. 0.48% Add +104.9% 110,257 $35.5M
Nemes Rush Group LLC 3.34% Reduce -1.6% 110,099 $35.5M
Segall Bryant & Hamill, LLC 0.48% Reduce -31.9% 109,845 $35.4M
HBK Sorce Advisory LLC 0.81% Add +0.5% 109,738 $35.4M
Polar Capital Holdings Plc 0.16% Reduce -5.1% 109,733 $35.4M
Stillwater Capital Advisors, LLC 3.78% Reduce -0.3% 109,019 $35.1M
Congress Asset Management Co. 0.25% Reduce -2.2% 108,567 $35.0M
Talbot Financial, LLC 2.87% Reduce -0.3% 108,292 $34.9M
Cary Street Partners Financial LLC 0.86% Add +0.5% 107,788 $34.7M
Old National Bancorp 0.58% Reduce -2.5% 107,676 $34.7M
Brookstone Capital Management 0.40% Add +5.1% 107,609 $34.7M
Absher Wealth Management, LLC 4.09% Reduce -2.7% 107,109 $34.5M
ProVise Management Group, LLC 2.43% Reduce -0.9% 105,972 $34.1M
Freestone Capital Holdings, LLC 1.01% Add +1.4% 105,589 $34.0M
Clear Harbor Asset Management, LLC 2.32% Reduce -0.4% 105,457 $34.0M
GAMMA Investing LLC 1.71% Reduce -5.9% 105,374 $34.0M
SS&H Financial Advisors, Inc. 9.90% Reduce -0.2% 105,290 $33.9M
Barrow Hanley Mewhinney & Strauss LLC 0.11% Reduce -17.9% 104,576 $33.7M
Ashton Thomas Private Wealth, LLC 0.82% Reduce -8.8% 104,557 $33.7M
Voleon Capital Management LP 0.72% Add +22.8% 104,515 $33.7M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 1.21% — 104,257 $33.6M
Callan Family Office, LLC 0.72% Add +37.9% 104,242 $33.6M
Hosking Partners LLP 1.14% Reduce -13.0% 104,146 $33.6M
Caprock Group, LLC 0.71% Add +13.9% 104,005 $33.5M
F/m Investments LLC 1.27% Reduce -5.5% 103,988 $33.5M
Lombard Odier Asset Management (Switzerland) SA 1.41% Reduce -9.6% 103,294 $33.3M
Galvin, Gaustad & Stein, LLC 2.62% Reduce -1.2% 102,711 $33.1M
Thomasville National Bank 2.04% Add +0.7% 102,288 $33.0M
Kornitzer Capital Management Inc. 0.69% Add +1.2% 102,190 $32.9M
Rothschild Capital Partners, LLC 7.77% Reduce -11.1% 102,170 $32.9M
GMO 0.08% Reduce -25.9% 102,032 $32.9M
Rossmore Private Capital 2.93% Add +8.0% 101,437 $32.7M
Lyell Wealth Management, LP 2.35% Add +4.3% 100,817 $32.5M
Coldstream Capital Management Inc. 0.42% Add +1.3% 100,526 $32.4M
Empirical Finance, LLC 1.54% Reduce -4.7% 100,496 $32.4M
Diversified Trust Co. 0.60% Add +1.2% 100,436 $32.4M
SVB Wealth LLC 1.91% Reduce -6.5% 100,410 $32.4M
Janney Capital Management LLC 2.03% Reduce -1.6% 100,097 $32.3M
AlphaCore Capital LLC 0.72% Add +49.8% 99,869 $32.2M
Hamilton Capital Partners Inc. 1.18% Add +2.8% 99,683 $32.1M
W.G. Shaheen & Associates DBA Whitney & Co 2.55% Add +10.2% 99,551 $32.1M
Rice Partnership, LLC 4.34% Reduce -8.9% 99,524 $32.1M
Cullen Investment Group, LTD. 4.15% Reduce -4.0% 97,138 $32.0M
Azimuth Capital Investment Management LLC 1.15% Reduce -2.3% 99,154 $31.9M
First Foundation Advisors 1.20% Reduce -8.3% 99,054 $31.9M
Guardian Partners Inc. 2.56% Add +13.6% 100,818 $31.9M
Level Four Advisory Services, LLC 1.04% Add +1.3% 98,877 $31.9M
Clarity Financial LLC 2.95% Add +111.2% 98,849 $31.9M
Dorsey & Whitney Trust CO LLC 1.68% Reduce -4.3% 98,773 $31.8M
CWA Asset Management Group, LLC 1.15% Reduce -2.6% 98,703 $31.8M
Robertson Stephens Wealth Management, LLC 0.90% Add +155.9% 98,645 $31.8M
Mutual Advisors, LLC 0.68% Reduce -0.7% 98,604 $31.8M
Forbes J M & Co. LLP 2.57% Add +0.9% 98,566 $31.8M
United Bank 4.19% Reduce -1.1% 98,401 $31.7M
Great Valley Advisor Group, Inc. 0.61% Reduce -4.8% 98,177 $31.6M
Canada Post Corp Registered Pension Plan 1.20% Add +5.6% 98,060 $31.6M
Avity Investment Management Inc. 2.21% Reduce -0.3% 97,943 $31.6M
Tower Research Capital LLC (TRC) 0.76% Add +69.2% 97,914 $31.5M
Yarbrough Capital, LLC 0.98% No change 97,875 $31.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.75% Add +0.6% 97,824 $31.5M
Ritholtz Wealth Management 0.57% Add +3.9% 97,163 $31.3M
Trust Co. of Toledo NA 3.09% Reduce -2.2% 97,135 $31.3M
Principal Securities, Inc. 0.48% Add +5.4% 96,932 $31.2M
NLB Skladi, upravljanje premozenja, d.o.o. 1.43% — 96,892 $31.2M
Birch Hill Investment Advisors LLC 1.30% Reduce -2.3% 96,810 $31.2M
Ballentine Partners, LLC 0.44% Reduce -1.0% 96,722 $31.2M
Callahan Advisors, LLC 2.56% Reduce -1.3% 96,573 $31.1M
J.W. Cole Advisors, Inc. 0.75% Reduce -2.6% 117,768 $31.0M
Bragg Financial Advisors, Inc 1.01% Add +3.8% 96,108 $31.0M
Linscomb Wealth, Inc. 1.30% Reduce -1.0% 96,051 $30.9M
Cyndeo Wealth Partners, LLC 1.67% Reduce -0.3% 95,989 $30.9M
Assenagon Asset Management S.A. 0.05% Reduce -1.1% 95,923 $30.9M
Wealthspire Advisors, LLC 0.25% Add +29.1% 95,917 $30.9M
Baldwin Wealth Partners LLC 1.97% Add +3.5% 95,821 $30.9M
Sumitomo Life Insurance Co. 0.84% Add +3.3% 95,604 $30.8M
Trexquant Investment LP 0.27% New 95,557 $30.8M
Pallas Capital Advisors LLC 1.02% Reduce -3.6% 95,554 $30.8M
First American Trust, FSB 2.12% Add +8.8% 95,501 $30.8M
North Dakota State Investment Board 1.14% — 95,274 $30.7M
Evergreen Capital Management LLC 0.68% Add +4.5% 94,545 $30.5M
Beese Fulmer Investment Management, Inc. 1.98% Add +1.1% 94,193 $30.4M
Greenleaf Trust 0.28% Reduce -2.4% 94,126 $30.3M
Tokio Marine Asset Management Co. Ltd. 1.04% Add +1.9% 94,067 $30.3M
Verition Fund Management LLC 0.17% Add +8.8% 93,042 $30.0M
Albion Financial Group 1.86% Reduce -4.1% 92,572 $29.8M
Avanza Fonder AB 0.76% New 92,429 $29.8M
Fort Sheridan Advisors LLC 3.78% Reduce -0.1% 92,425 $29.8M
Washington Trust Bank 2.09% Reduce -2.7% 92,404 $29.8M
GHP Investment Advisors, Inc. 1.22% Reduce -1.0% 92,280 $29.7M
Rockland Trust Co. 1.17% Reduce -12.1% 92,124 $29.7M
Harbour Trust & Investment Management Co 3.02% Add +0.6% 91,990 $29.6M
Quadrant Capital Group LLC 0.89% Add +6.1% 91,326 $29.4M
Independence Bank of Kentucky 3.66% Add +0.2% 91,193 $29.4M
Harvest Portfolios Group Inc. 0.51% Add +1.8% 90,918 $29.3M
Dixon Mitchell Investment Counsel Inc. 0.96% Add +2.5% 90,589 $29.2M
Leavell Investment Management, Inc. 1.21% Reduce -0.5% 90,379 $29.1M
PEAK6 LLC 0.79% Reduce -14.1% 90,090 $29.0M
Cincinnati Financial Corp. 0.57% No change 90,000 $29.0M
Wedbush Securities Inc. 0.84% Add +5.3% 89,409 $28.8M
Moran Wealth Management, LLC 0.88% Add +0.1% 89,207 $28.7M
Webster Bank, N. A. 2.67% Reduce -2.3% 88,420 $28.5M
Fiduciary Group, LLC 2.39% Reduce -2.9% 88,418 $28.5M
Westpac Banking Corp. 1.80% Reduce -3.1% 88,416 $28.5M
Smithbridge Asset Management Inc. 2.43% Add +94.0% 88,308 $28.5M
Bourgeon Capital Management LLC 4.69% Reduce -1.5% 87,854 $28.3M
Rempart Asset Management Inc. 5.34% Reduce -6.8% 87,737 $28.3M
Edge Wealth Management LLC 4.98% Reduce -1.4% 87,533 $28.2M
Elevation Point Wealth Partners, LLC 1.36% Add +56.5% 87,483 $28.2M
Anderson Hoagland & Co. 2.42% Reduce -0.4% 87,293 $28.1M
Mizuho Markets Americas LLC 0.60% Reduce -34.1% 87,000 $28.0M
Northwestern Mutual Investment Management Company, LLC 0.33% Reduce -0.8% 86,982 $28.0M
Davis-Rea LTD. 7.01% Add +11.4% 86,942 $28.0M
TCV Trust & Wealth Management, Inc. 2.26% Reduce -0.1% 86,824 $28.0M
Barlow Wealth Partners, LLC 3.02% Reduce -1.0% 84,914 $28.0M
GDS Wealth Management 1.75% Add +1.1% 86,603 $27.9M
Addenda Capital Inc. 0.82% Reduce -1.4% 86,313 $27.8M
U.S. Capital Wealth Advisors, LLC 0.72% Add +2.3% 85,959 $27.7M
Tritonpoint Wealth, LLC 2.80% Reduce -9.0% 85,730 $27.6M
Cohen Capital Management, Inc. 4.15% Reduce -0.3% 85,518 $27.6M
Verdence Capital Advisors LLC 1.63% Reduce -3.1% 85,308 $27.5M
Cidel Asset Management Inc. 1.94% Reduce -7.5% 85,015 $27.4M
Forum Financial Management, LP 0.36% Add +1.0% 84,993 $27.4M
Northwest & Ethical Investments L.P. 0.61% Reduce -9.0% 84,617 $27.3M
Canandaigua National Bank & Trust Co. 2.43% Reduce -3.2% 84,219 $27.1M
Banque Cantonale Vaudoise 0.97% Reduce -1.8% 84,199 $27.1M
Dearborn Partners LLC 1.35% Reduce -1.4% 83,913 $27.0M
Courant Investment Management LLC 24.38% Reduce -11.8% 83,697 $27.0M
TD Private Client Wealth LLC 0.57% Reduce -1.8% 83,509 $26.9M
Knights of Columbus Asset Advisors LLC 1.53% Add +0.9% 83,505 $26.9M
Banque Transatlantique SA 0.65% Reduce -3.3% 83,267 $26.8M
Motco 2.43% Reduce -1.6% 83,204 $26.8M
Nixon Peabody Trust Co. 2.03% Reduce -2.4% 83,122 $26.8M
Ascent Group, LLC 0.91% Add +2.0% 82,861 $26.7M
Premier Fund Managers Ltd 1.53% Reduce -8.7% 82,324 $26.6M
Westchester Capital Management, Inc. 5.49% Reduce -2.3% 82,392 $26.5M
Aviance Capital Partners, LLC 3.06% Reduce -0.9% 82,311 $26.5M
Signaturefd, LLC 0.40% Add +1.6% 82,160 $26.5M
Sterling Capital Management LLC 0.43% Add +22.4% 82,137 $26.5M
Red Door Wealth Management, LLC 2.75% Add +0.3% 82,120 $26.5M
Oak Harvest Investment Services 2.88% Add +1.9% 82,105 $26.5M
NorthCoast Asset Management LLC 0.58% Reduce -87.1% 81,982 $26.4M
JGP Wealth Management, LLC 2.74% Add +0.3% 81,723 $26.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.47% Add +7.5% 81,399 $26.2M
Woodmont Investment Counsel LLC 1.64% Add +0.8% 81,283 $26.2M
North Star Asset Management Inc. 1.05% Add +3.6% 81,102 $26.1M
XTX Topco Ltd 0.68% Add +646.9% 80,927 $26.1M
Meeder Advisory Services, Inc. 1.12% Add +5.9% 80,920 $26.1M
Burney Co./ 0.81% Reduce -30.0% 80,720 $26.0M
Easterly Investment Partners LLC 1.60% Reduce -5.0% 80,720 $26.0M
Ninety One SA (Pty) Ltd 1.12% Add +5.4% 80,684 $26.0M
First Merchants Corp. 0.96% Reduce -0.8% 80,663 $26.0M
Chicago Partners Investment Group LLC 0.64% Add +0.6% 87,232 $26.0M
King Wealth Management Group 3.12% Add +0.7% 80,399 $25.9M
Archon Partners LLC 2.69% No change 80,000 $25.8M
General American Investors Co. Inc. 1.60% No change 80,000 $25.8M
Biondo Investment Advisors, LLC 3.11% Reduce -2.7% 79,947 $25.8M
Compound Planning, Inc. 0.76% Add +12.3% 79,859 $25.7M
Novare Capital Management LLC 1.93% Add +0.5% 79,738 $25.7M
Mufg Securities Americas Inc. 1.61% Reduce -0.7% 79,682 $25.7M
Gladstone Institutional Advisory LLC 0.97% Add +0.7% 79,638 $25.7M
Folger Nolan Fleming Douglas Capital Management, Inc. 2.63% Reduce -0.2% 79,498 $25.6M
Montag A & Associates Inc. 1.17% Reduce -4.4% 79,481 $25.6M
Dynamic Advisor Solutions LLC 0.82% Reduce -3.0% 79,330 $25.6M
Burns J W & Co. Inc. 2.83% Reduce -0.4% 79,197 $25.5M
BlueCrest Capital Management Ltd 1.08% New 79,128 $25.5M
Peak Asset Management, LLC 4.34% Reduce -1.0% 79,111 $25.5M
Thoroughbred Financial Services, LLC 1.51% Add +1.8% 78,872 $25.4M
WoodTrust Financial Corp 2.96% Reduce -0.6% 78,550 $25.3M
Calamos Wealth Management LLC 0.88% Add +0.6% 78,517 $25.3M
Courier Capital LLC 1.42% Reduce -3.1% 78,471 $25.3M
Meiji Yasuda Asset Management Co Ltd. 1.21% Reduce -5.7% 78,296 $25.2M
Siemens Fonds Invest GmbH 1.34% Reduce -5.3% 77,987 $25.2M
Baxter Bros Inc. 2.91% Reduce -1.4% 78,005 $25.1M
SlateStone Wealth, LLC 2.10% Add +1.0% 77,995 $25.1M
Willis Investment Counsel 1.30% Reduce -0.1% 77,879 $25.1M
Whitener Capital Management, Inc. 5.70% Reduce -0.2% 77,765 $25.1M
Legacy Private Trust Co. 1.48% Add +4.3% 77,762 $25.1M
Hudson Bay Capital Management LP 0.16% Reduce -44.1% 77,500 $25.0M
Sand Hill Global Advisors, LLC 0.87% Reduce -2.5% 77,436 $25.0M
JB Capital LLC 1.02% Add +0.7% 77,427 $24.9M
Arbejdsmarkedets Tillaegspension 0.64% — 77,398 $24.9M
BTC Capital Management, Inc. 1.74% Reduce -1.6% 77,156 $24.9M
Bar Harbor Wealth Management 1.44% Reduce -1.5% 77,176 $24.9M
Ledyard National Bank 2.13% Reduce -3.2% 76,878 $24.8M
Dnca Finance 1.45% Add +2.0% 76,714 $24.7M
Brooklyn Investment Group 1.14% Add +60.9% 76,172 $24.7M
Sagespring Wealth Partners, LLC 0.45% Add +1.0% 76,525 $24.7M
Covea Finance 0.81% Reduce -26.6% 76,500 $24.6M
CCM Investment Advisers LLC 2.34% Reduce -0.3% 75,942 $24.5M
Advisors Asset Management, Inc. 0.41% Add +6.3% 75,912 $24.5M
Ethic Inc. 0.38% Add +11.8% 75,697 $24.4M
Rbo & Co. LLC 3.87% Reduce -0.1% 75,451 $24.3M
Palisade Asset Management, LLC 2.37% Reduce -3.8% 75,437 $24.3M
James Investment Research, Inc. 2.65% Add +0.6% 75,294 $24.3M
Edgar Lomax Co. 1.84% Reduce -2.3% 75,095 $24.2M
M Holdings Securities, Inc. 1.73% New 75,092 $24.2M
Capital International Ltd. 0.85% Reduce -55.4% 75,070 $24.2M
United Asset Strategies, Inc. 1.86% Reduce -0.8% 74,950 $24.2M
WCG Wealth Advisors LLC 0.68% Add +143.2% 74,791 $24.1M
Spire Wealth Management 0.80% Add +2.0% 74,497 $24.0M
Moneta Group Investment Advisors LLC 0.18% Add +0.4% 74,317 $23.9M
Cabot Wealth Management Inc. 2.64% Reduce -1.3% 74,164 $23.9M
OpenArc Corporate Advisory, LLC 0.40% — 74,156 $23.9M
Securian Asset Management, Inc. 0.90% Reduce -44.3% 74,024 $23.9M
First Financial Bank - Trust Division 1.96% Reduce -0.7% 73,907 $23.8M
Journey Advisory Group, LLC 1.99% Reduce -2.9% 73,540 $23.7M
Applied Finance Capital Management, LLC 1.69% Reduce -5.8% 73,371 $23.6M
Kentucky Retirement Systems Insurance Trust Fund 1.52% No change 73,089 $23.6M
Cypress Capital Group 2.64% Add +0.7% 73,044 $23.5M
Tufton Capital Management 4.11% Reduce -1.3% 73,045 $23.5M
Circle Wealth Management, LLC 0.36% Reduce -1.4% 72,751 $23.4M
Cohen Klingenstein LLC 0.71% No change 72,700 $23.4M
Middleton & Co. Inc. 2.48% Reduce -0.2% 72,583 $23.4M
FourThought Financial Partners, LLC 1.97% Reduce -0.3% 72,277 $23.3M
Dupont Capital Management Corp. 2.63% Reduce -18.9% 72,243 $23.3M
MASTERINVEST Kapitalanlage GmbH 2.21% Add +0.0% 71,911 $23.3M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1.60% Reduce -23.6% 72,032 $23.2M
Wellington Shields Capital Management, LLC 3.38% Add +2.8% 71,982 $23.2M
Connors Investor Services Inc. 1.99% Reduce -0.4% 71,841 $23.1M
Praxis Investment Management Inc. 1.37% No change 71,665 $23.1M
Geneos Wealth Management Inc. 0.56% Reduce -0.3% 71,334 $23.0M
Stockman Wealth Management, Inc. 2.68% Reduce -0.1% 71,206 $22.9M
Logan Capital Management Inc. 0.96% Reduce -8.2% 70,963 $22.9M
Strategy Asset Managers LLC 3.74% Add +6.0% 70,620 $22.8M
Pittenger & Anderson Inc. 0.87% Add +14.3% 70,533 $22.7M
Nicolet Advisory Services, LLC 1.53% Add +5.6% 70,008 $22.7M
Thompson Siegel & Walmsley LLC 0.38% Reduce -22.7% 70,440 $22.7M
Douglass Winthrop Advisors, LLC 0.40% Add +6.3% 70,363 $22.7M
Richard C. Young & CO., LTD. 2.03% Reduce -0.1% 70,357 $22.7M
Venturi Wealth Management, LLC 1.01% Add +1.6% 70,316 $22.7M
Pictet North America Advisors SA 2.15% Reduce -3.1% 70,301 $22.7M
Strategic Wealth Investment Group, LLC 2.78% Reduce -30.1% 70,211 $22.6M
Fidelis Capital Partners, LLC 1.64% Add +7.8% 70,077 $22.6M
Caisse Des Depots Et Consignations 0.51% No change 70,031 $22.6M
Wealthcare Advisory Partners LLC 0.44% Add +25.1% 70,018 $22.6M
Vantage Wealth 4.87% Reduce -2.4% 69,850 $22.5M
Cullinan Associates Inc. 1.52% Reduce -14.3% 69,616 $22.4M
Allied Investment Advisors, LLC 3.46% Reduce -1.1% 69,411 $22.4M
Focus Partners Advisor Solutions, LLC 0.27% Reduce -8.1% 69,267 $22.3M
Community Bank, N.A. 2.64% Reduce -2.0% 69,259 $22.3M
River Wealth Advisors LLC 2.49% Add +2.0% 68,992 $22.2M
Woodstock Corp. 1.91% Add +0.8% 68,892 $22.2M
Sowell Financial Services LLC 0.82% Add +0.3% 68,880 $22.2M
Hilltop Holdings Inc. 1.33% Reduce -5.7% 68,692 $22.1M
DSG Capital Advisors, LLC 3.36% Add +1.6% 71,391 $22.1M
Naples Global Advisors, LLC 1.64% Reduce -1.0% 68,238 $22.0M
PFG Investments, LLC 1.03% Add +0.9% 68,149 $22.0M
K.J. Harrison & Partners Inc 2.92% Add +144.8% 68,135 $22.0M
Heritage Trust Co 2.23% Add +0.1% 68,127 $22.0M
GLOBALT Investments LLC / GA 0.80% Reduce -3.1% 68,004 $21.9M
Tompkins Financial Corp. 1.70% Reduce -3.0% 67,772 $21.8M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.20% Reduce -1.2% 72,424 $21.7M
Alerus Financial NA 1.06% Reduce -17.8% 67,487 $21.7M
Greenwood Gearhart LLC 1.20% Reduce -1.7% 67,442 $21.7M
Mission Wealth Management, LP 0.44% Reduce -4.1% 67,360 $21.7M
Hollencrest Capital Management 0.75% Reduce -3.3% 67,350 $21.7M
IHT Wealth Management, LLC 0.53% Add +0.6% 67,221 $21.7M
Farmers Trust Co. 3.53% Reduce -0.7% 67,171 $21.6M
AMG National Trust Bank 0.51% Add +1.8% 67,162 $21.6M
Barbara Oil Co. 8.01% No change 67,000 $21.6M
One Capital Management, LLC 0.65% Add +0.4% 66,839 $21.5M
Turtle Creek Wealth Advisors, LLC 1.69% Add +6.4% 66,697 $21.5M
Forvis Mazars Wealth Advisors, LLC 0.40% Add +1.1% 66,469 $21.4M
Goelzer Investment Management, Inc. 0.99% Add +1.5% 66,060 $21.3M
Caldwell Trust Co 1.89% Reduce -2.4% 66,039 $21.3M
Griffin Asset Management, Inc. 2.29% Reduce -0.4% 65,664 $21.2M
Phoenix Financial Ltd. 0.23% Add +16.6% 76,593 $21.2M
Sound View Wealth Advisors Group, LLC 1.41% Add +1.7% 65,249 $21.0M
MainStreet Investment Advisors LLC 3.00% Reduce -8.6% 64,722 $20.9M
Telos Capital Management, Inc. 1.94% Reduce -2.4% 64,715 $20.9M
Burling Wealth Partners, LLC 3.24% Add +4.2% 64,653 $20.8M
Spinnaker Trust 1.11% Add +3.8% 64,642 $20.8M
1ST Source Bank 1.09% Reduce -2.1% 64,609 $20.8M
Princeton Global Asset Management LLC 3.37% Add +0.6% 64,540 $20.8M
Essex Financial Services, Inc. 1.18% Add +0.5% 64,499 $20.8M
Granite Investment Partners, LLC 1.23% Reduce -1.3% 64,498 $20.8M
MidFirst Bank 1.65% — 65,722 $20.7M
Intellus Advisors LLC 2.74% Reduce -1.6% 64,138 $20.7M
Pettyjohn, Wood & White, Inc. 3.23% Reduce -0.5% 63,983 $20.6M
Leith Wheeler Investment Counsel Ltd. 1.54% Reduce -6.5% 63,871 $20.6M
Iowa State Bank 3.85% Reduce -1.1% 63,767 $20.5M
Nations Financial Group Inc, /Ia/ 1.08% Add +12.5% 63,679 $20.5M
Bank of Nova Scotia Trust Co. 1.78% Add +0.3% 63,514 $20.5M
New Age Alpha Advisors, LLC 0.88% Reduce -16.2% 63,434 $20.4M
Stenger Family Office, LLC 4.22% Add +6.3% 63,409 $20.4M
JCIC Asset Management Inc. 6.25% Reduce -1.2% 63,386 $20.4M
Means Investment Co., Inc. 1.72% Reduce -2.1% 63,237 $20.4M
Farmers National Bank 4.55% Add +4.5% 63,216 $20.4M
NatWest Group plc 4.74% Add +97.2% 63,194 $20.4M
B. Riley Wealth Advisors, Inc. 0.96% Reduce -4.1% 62,772 $20.2M
Winslow Asset Management Inc. 3.73% Reduce -0.9% 62,708 $20.2M
TrinityBridge Ltd 0.45% Reduce -4.2% 62,664 $20.2M
Trajan Wealth LLC 0.84% Add +5.7% 62,489 $20.1M
Carmel Capital Management L.L.C. 6.08% Add +1.4% 62,227 $20.1M
Laffer Tengler Investments, Inc. 3.51% Add +3.5% 62,166 $20.0M
Simmons Bank 1.34% Add +0.6% 62,089 $20.0M
Cornerstone Wealth Group, LLC 1.37% Add +1.3% 62,043 $20.0M
Roundview Capital LLC 1.23% Reduce -0.7% 62,039 $20.0M
Strategic Wealth Partners, Ltd. 1.37% Add +18.7% 62,001 $20.0M
Texas Capital Bank Wealth Management Services Inc 1.15% Add +35.9% 61,893 $19.9M
Eagle Rock Investment Company, LLC 2.81% Reduce -0.0% 61,724 $19.9M
Sara-Bay Financial 5.95% Add +0.1% 61,475 $19.9M
Fagan Associates, Inc. 2.64% Reduce -0.9% 61,486 $19.8M
CTC LLC 1.81% Add +174.1% 61,419 $19.8M
Jacobs Levy Equity Management, Inc. 0.08% Reduce -17.1% 61,302 $19.8M
Copeland Capital Management, LLC 0.44% Reduce -4.3% 61,297 $19.8M
Kingswood Wealth Advisors, LLC 0.95% Add +39.4% 61,254 $19.7M
Zuckerman Investment Group, LLC 1.76% Add +2.5% 60,993 $19.7M
SFE Investment Counsel 3.05% Reduce -2.5% 60,778 $19.6M
Plato Investment Management Ltd 1.28% Add +1.5% 60,310 $19.5M
L & S Advisors Inc 1.99% Add +33.6% 60,431 $19.5M
Exchange Traded Concepts, LLC 0.16% Reduce -18.7% 60,353 $19.4M
Mitchell Capital Management Co. 3.47% Reduce -0.9% 60,303 $19.4M
Vestcor Inc 0.55% No change 60,238 $19.4M
Cardinal Point Capital Management ULC 1.27% Add +1.2% 60,166 $19.4M
Procyon Advisors, LLC 0.96% Add +18.5% 60,092 $19.4M
BDF-Gestion 2.37% Reduce -6.3% 59,928 $19.3M
Ar Asset Management Inc. 3.98% No change 59,825 $19.3M
Schnieders Capital Management, Llc. 3.01% Reduce -0.8% 59,676 $19.2M
Arvest Bank Trust Division 1.04% Reduce -5.2% 59,583 $19.2M
Allen Mooney & Barnes Investment Advisors LLC 2.89% Add +0.6% 59,576 $19.2M
Picton Mahoney Asset Management 0.21% Reduce -9.8% 59,508 $19.2M
Traynor Capital Management, Inc. 1.05% Add +2.4% 59,357 $19.1M
Camden National Bank 2.63% Reduce -0.9% 59,321 $19.1M
Cypress Asset Management Inc. 4.19% Reduce -0.2% 59,221 $19.1M
Cardinal Capital Management 2.53% Add +0.0% 59,174 $19.1M
Keystone Financial Group 1.41% Reduce -6.4% 58,950 $19.0M
Fulton Breakefield Broenniman LLC 1.19% Add +0.1% 58,722 $18.9M
WealthBridge Investment Counsel Inc. 5.68% Reduce -0.7% 58,701 $18.9M
FFG Partners, LLC 5.48% Add +1.0% 58,634 $18.9M
Frank, Rimerman Advisors LLC 1.19% Add +0.3% 58,361 $18.8M
Vantage Investment Partners, LLC 1.25% Reduce -2.2% 58,183 $18.7M
Joel Isaacson & Co., LLC 0.62% Add +1.0% 58,022 $18.7M
IFP Advisors, Inc 0.42% Add +18.5% 57,893 $18.7M
Buckley Wealth Management, LLC 4.94% Reduce -1.0% 57,864 $18.6M
German American Bancorp, Inc. 1.58% Reduce -3.2% 57,694 $18.6M
Mirador Capital Partners LP 2.54% Add +0.2% 57,613 $18.6M
Equitable Trust Co. 0.83% Reduce -0.5% 57,607 $18.6M
Sigma Planning Corp 0.51% Add +0.8% 57,104 $18.5M
Banque Pictet & Cie SA 0.19% Add +2.7% 57,476 $18.5M
Next Level Private LLC 4.85% Reduce -1.6% 57,414 $18.5M
SRH Advisors, LLC 5.31% No change 57,220 $18.4M
LGT Fund Management Co Ltd. 1.46% Add +4.1% 56,996 $18.4M
Magnus Financial Group LLC 1.41% Add +2.4% 57,198 $18.4M
Tulsa Wealth Advisors, INC 6.13% — 57,198 $18.4M
Perryman Financial Advisory Inc. 2.70% — 57,128 $18.4M
Harbor Capital Advisors, Inc. 1.43% Reduce -0.1% 57,082 $18.4M
Independent Investors Inc. 3.40% Add +0.0% 56,804 $18.3M
Kinsale Capital Group, Inc. 3.04% Add +3.4% 56,757 $18.3M
Van Hulzen Asset Management, LLC 1.34% Add +2.8% 56,585 $18.2M
Haverford Financial Services, Inc. 5.11% Reduce -0.6% 56,555 $18.2M
Perennial Advisors, LLC 3.06% Add +1.1% 56,555 $18.2M
Invictus Private Wealth, LLC 1.10% Reduce -1.3% 56,538 $18.2M
American National Bank & Trust 1.71% Add +1.1% 56,207 $18.1M
BW Gestao de Investimentos Ltda. 0.64% New 56,117 $18.1M
Smartleaf Asset Management LLC 0.69% Add +15.5% 55,883 $18.1M
LVM Capital Management Ltd. 1.67% Add +0.3% 55,936 $18.0M
Integrated Advisors Network LLC 0.80% Reduce -14.0% 55,931 $18.0M
Hills Bank & Trust Co 1.04% Reduce -2.3% 55,773 $18.0M
Jamison Private Wealth Management, Inc. 2.24% Add +0.2% 55,756 $18.0M
Laurel Wealth Advisors LLC 2.37% Reduce -2.1% 55,718 $18.0M
BTG Pactual Asset Management US LLC 2.01% Reduce -12.1% 55,683 $17.9M
South Dakota Investment Council 0.34% Reduce -4.0% 55,606 $17.9M
Stolper Co 5.28% Reduce -1.1% 55,582 $17.9M
Osprey Private Wealth LLC 5.15% Add +13.5% 55,505 $17.9M
GAM Holding AG 1.14% Add +0.3% 55,480 $17.9M
Venator Management LLC 4.03% Reduce -1.1% 55,465 $17.9M
Harbor Investment Advisory, LLC 1.34% Add +0.9% 69,244 $17.9M
Baker Ellis Asset Management LLC 2.15% Add +0.9% 55,400 $17.9M
RWQ Financial Management Services, Inc. 8.21% Add +43.5% 55,385 $17.8M
Capstone Financial Advisors, Inc. 0.95% Reduce -0.6% 55,306 $17.8M
Teamwork Financial Advisors, LLC 1.90% Add +3.7% 55,267 $17.8M
Radnor Capital Management, LLC 2.64% Reduce -1.6% 55,201 $17.8M
Visionary Wealth Advisors 0.80% Reduce -0.9% 55,176 $17.8M
Meridian Wealth Advisors, LLC 2.46% Reduce -7.6% 55,142 $17.8M
Nwi Management LP 1.08% Reduce -1.8% 55,000 $17.7M
Clear Trail Advisors, LLC 4.09% — 54,671 $17.6M
CPC Advisors, LLC 1.78% Reduce -8.0% 54,662 $17.6M
Greystone Financial Group, LLC 2.75% Reduce -1.8% 54,626 $17.6M
Buck Wealth Strategies, LLC 2.23% Add +3.8% 54,523 $17.6M
Dividend Assets Capital, LLC 3.36% Reduce -6.1% 54,487 $17.6M
Gemsstock Ltd. 2.21% New 54,400 $17.5M
Community Bank of Raymore 11.91% Reduce -0.1% 54,356 $17.5M
Stratos Investment Management, LLC 0.70% Add +2.1% 54,346 $17.5M
Mengis Capital Management, Inc. 3.11% Reduce -0.9% 54,346 $17.5M
Stokes Family Office, LLC 1.60% Add +12.1% 54,225 $17.5M
HWG Holdings LP 4.23% Add +3.6% 54,126 $17.4M
Colonial Trust Co / SC 2.30% Add +1.5% 53,630 $17.3M
Valicenti Advisory Services Inc. 3.61% Add +0.2% 53,536 $17.3M
First National Advisers, LLC 2.37% Reduce -4.9% 53,386 $17.2M
Arax Advisory Partners 0.50% Reduce -14.6% 53,371 $17.2M
Stratos Wealth Advisors, LLC 0.83% Reduce -0.5% 53,165 $17.1M
Orange Investment Advisors, Inc. 1.90% Reduce -13.6% 53,160 $17.1M
EagleClaw Capital Managment, LLC 2.46% Reduce -0.8% 52,756 $17.0M
Whalerock Point Partners, LLC 3.34% Add +1.8% 52,727 $17.0M
Intact Investment Management Inc. 0.49% Add +30.8% 52,700 $17.0M
Walter Public Investments Inc. 3.00% Reduce -14.9% 52,696 $17.0M
Intesa Sanpaolo Wealth Management 3.51% — 52,642 $17.0M
Lynch & Associates 3.21% Reduce -2.2% 52,632 $17.0M
Cape Cod Five Cents Savings Bank 1.55% No change 80,099 $16.9M
Meritage Portfolio Management 1.11% Reduce -3.1% 52,137 $16.8M
Sigma Investment Counselors Inc. 0.85% Reduce -0.8% 52,101 $16.8M
Clough Capital Partners L P 1.51% Reduce -1.3% 52,010 $16.8M
Foster & Motley Inc. 0.89% Reduce -3.4% 51,943 $16.7M
Northside Capital Management, LLC 1.45% Reduce -15.4% 51,917 $16.7M
Sage Mountain Advisors LLC 0.89% Reduce -2.8% 51,893 $16.7M
one8zero8, LLC 3.64% Reduce -1.4% 51,863 $16.7M
KG Capital Management 4.31% Add +5.0% 52,499 $16.7M
Giverny Capital 0.56% Add +2.2% 51,838 $16.7M
Parallax Volatility Advisers, L.P. 0.58% Reduce -23.2% 51,775 $16.7M
StoneX Group Inc. 0.72% Reduce -0.6% 51,725 $16.7M
Cadence Bank 0.97% Reduce -1.6% 51,652 $16.6M
Cadinha & Co. LLC 2.57% Reduce -48.6% 51,614 $16.6M
Miramar Capital, LLC 3.62% Reduce -1.5% 51,414 $16.6M
Live Oak Private Wealth LLC 2.25% Reduce -1.2% 51,289 $16.5M
YHB Investment Advisors, Inc. 1.14% Add +2.5% 51,232 $16.5M
Avantax Planning Partners, Inc. 0.46% Reduce -1.0% 51,183 $16.5M
Harrell Investment Partners, LLC 3.87% Reduce -3.2% 50,982 $16.4M
Woodley Farra Manion Portfolio Management Inc. 0.77% Reduce -0.1% 50,221 $16.2M
SteelPeak Wealth, LLC 0.53% Reduce -35.1% 50,174 $16.2M
Royal Fund Management, LLC 1.48% Add +19.9% 50,712 $16.2M
McMillan Office, Inc. 1.95% — 50,153 $16.2M
GC Wealth Management RIA, LLC 0.59% Reduce -33.9% 50,107 $16.1M
Capital Analysts, LLC 0.45% Reduce -1.1% 50,071 $16.1M
Liontrust Investment Partners LLP 0.24% Add +13.9% 50,027 $16.1M
Peterson Wealth Services 4.11% Add +650.0% 49,846 $16.1M
Duncker Streett & Co. Inc. 2.85% Add +7.9% 49,694 $16.0M
Evolve Private Wealth, LLC 0.95% — 49,545 $16.0M
Ascent Wealth Partners, LLC 1.84% Reduce -1.1% 49,493 $15.9M
Hoertkorn Richard Charles 6.19% Reduce -2.2% 49,466 $15.9M
Community Bank & Trust, Waco, Texas 3.27% Reduce -2.3% 49,457 $15.9M
PDS Planning, Inc 1.06% Reduce -2.5% 49,371 $15.9M
Cercano Management LLC 0.60% No change 49,354 $15.9M
Embree Financial Group 1.95% Add +1.7% 49,196 $15.9M
NewSquare Capital LLC 1.40% Reduce -28.9% 49,169 $15.8M
Savvy Advisors, Inc. 0.51% Add +40.4% 49,156 $15.8M
Marietta Wealth Management, LLC 1.83% Reduce -0.7% 49,139 $15.8M
Y-Intercept (Hong Kong) Ltd 0.35% Add +969.6% 49,061 $15.8M
Inlet Private Wealth, LLC 3.64% Reduce -3.5% 48,740 $15.7M
NorthRock Partners, LLC 0.26% Reduce -35.3% 48,619 $15.7M
Flagship Harbor Advisors, LLC 0.74% Reduce -1.4% 48,614 $15.7M
Independent Financial Group, LLC 0.35% Add +7.7% 48,573 $15.7M
Wedmont Private Capital 0.54% Add +3.7% 47,811 $15.6M
Atlanta Consulting Group Advisors, LLC 3.54% Add +2.0% 48,450 $15.6M
Centaurus Financial, Inc. 0.71% Reduce -3.9% 48,432 $15.6M
Rench Wealth Management, Inc. 4.47% Reduce -3.8% 48,418 $15.6M
Bearing Point Capital, LLC 2.44% Add +6.3% 48,417 $15.6M
Alpine Woods Capital Investors, LLC 3.72% Reduce -9.0% 48,364 $15.6M
Pure Financial Advisors, LLC 0.23% Add +3.6% 48,204 $15.5M
Annex Advisory Services, LLC 0.30% Add +2.3% 48,181 $15.5M
Baldwin Investment Management, LLC 1.75% Reduce -1.4% 48,114 $15.5M
Beck Bode, LLC 2.57% Add +3.0% 48,016 $15.5M
Artisan Partners Limited Partnership 0.02% Add +0.1% 47,918 $15.4M
Brave Asset Management Inc. 3.63% Reduce -0.0% 47,804 $15.4M
Family Capital Trust Co 5.02% Reduce -0.5% 47,728 $15.4M
Adalta Capital Management LLC 6.86% Reduce -1.1% 47,680 $15.4M
Twin Capital Management Inc. 1.90% Reduce -1.1% 47,619 $15.3M
Wellington Shields & Co., LLC 3.78% Reduce -3.6% 47,531 $15.3M
Ossiam 0.31% Add +46.6% 47,428 $15.3M
Shepherd Financial Partners LLC 1.41% Reduce -1.6% 47,307 $15.2M
Altrafin AG 4.93% Add +2.7% 47,280 $15.2M
Longbow Finance SA 2.56% Reduce -45.7% 46,946 $15.1M
Prosperity Consulting Group, LLC 0.68% Reduce -3.6% 46,730 $15.1M
Beverly Hills Private Wealth, LLC 2.61% Reduce -8.6% 46,671 $15.0M
Boyar Asset Management Inc. 9.53% Reduce -6.4% 46,660 $15.0M
Pine Valley Investments Ltd Liability Co 0.75% Reduce -1.6% 46,647 $15.0M
Coastal Bridge Advisors, LLC 1.12% Add +3.2% 46,623 $15.0M
Fulton Bank, N.A. 0.52% Add +2.5% 46,545 $15.0M
Blue Trust, Inc. 0.17% Reduce -4.1% 46,512 $15.0M
Syon Capital LLC 0.75% Add +6.7% 46,509 $15.0M
Cincinnati Casualty Co. 7.60% No change 46,500 $15.0M
Matthew 25 Management Corp 4.58% Reduce -7.0% 46,500 $15.0M
Cincinnati Specialty Underwriters Insurance CO 3.46% No change 46,500 $15.0M
Jaffetilchin Investment Partners, LLC 0.87% Reduce -0.3% 46,350 $14.9M
Confluence Wealth Services, Inc. 0.62% Reduce -7.2% 46,216 $14.9M
Core Alternative Capital 4.10% Reduce -1.6% 46,140 $14.9M
Allen Capital Group, LLC 1.37% Add +2.5% 46,067 $14.8M
Punch & Associates Investment Management, Inc. 0.88% Add +1.0% 46,039 $14.8M
Stokes Capital Advisors, LLC 3.38% Reduce -2.1% 45,971 $14.8M
Meiji Yasuda America Inc 3.40% — 45,937 $14.8M
Cutler Investment Counsel LLC 1.54% Reduce -4.1% 45,906 $14.8M
Pioneer Trust Bank N A 3.43% Reduce -0.1% 45,845 $14.8M
Transcend Capital Advisors, LLC 1.14% Reduce -9.9% 45,715 $14.7M
Cambient Family Office, LLC 2.09% — 45,533 $14.7M
RPG Investment Advisory, LLC 1.66% Add +0.0% 45,414 $14.6M
Canal Capital Management, LLC 2.07% Reduce -0.4% 45,391 $14.6M
Brown Miller Wealth Management, LLC 4.03% Reduce -0.3% 45,251 $14.6M
Generate Investment Management Ltd 0.66% Reduce -40.9% 45,232 $14.6M
Fulcrum Capital LLC 2.93% Reduce -0.4% 45,214 $14.6M
Ipswich Investment Management Co., Inc. 3.36% Reduce -0.9% 45,093 $14.5M
GTS Securities LLC 0.50% Add +200.3% 45,027 $14.5M
Lighthouse Investment Partners, LLC 0.48% Reduce -5.9% 45,026 $14.5M
Boston Family Office LLC 0.92% Reduce -2.2% 44,958 $14.5M
Schulhoff & Co. Inc. 6.09% Reduce -0.3% 44,894 $14.5M
Apriem Advisors 1.33% Reduce -1.2% 44,818 $14.4M
City Holding Co. 1.77% Add +2.0% 44,738 $14.4M
Castleark Management LLC 0.42% Reduce -16.4% 44,635 $14.4M
Rollins Financial Advisors, LLC 2.11% Add +2.6% 44,553 $14.4M
Kavar Capital Partners Group, LLC 1.98% Add +0.3% 44,549 $14.4M
Parr McKnight Wealth Management Group, LLC 1.88% Reduce -0.1% 44,485 $14.3M
Access Investment Management LLC 3.85% No change 45,392 $14.3M
Mystic Asset Management, Inc. 3.23% Reduce -3.0% 44,324 $14.3M
Jacobi Capital Management LLC 0.82% Add +1.2% 43,979 $14.2M
Community Financial Services Group, LLC 2.60% Reduce -4.4% 43,979 $14.2M
Private Advisory Group LLC 1.12% Add +2.8% 43,966 $14.2M
Meitav Investment House Ltd. 0.16% Add +59.5% 43,931 $14.2M
LVW Advisors, LLC 1.43% Add +62.1% 43,850 $14.1M
Intrust Bank NA 1.17% Reduce -0.1% 43,792 $14.1M
Shelton Capital Management 0.28% Reduce -0.5% 43,680 $14.1M
Nelson Capital Management, LLC 1.64% Reduce -1.1% 43,520 $14.0M
DRW Securities, LLC 1.06% Reduce -12.4% 43,382 $14.0M
Pettee Investors, Inc. 7.84% Reduce 0.0% 43,380 $14.0M
Harbour Investments, Inc. 0.28% Add +12.6% 43,374 $14.0M
Patton Albertson Miller Group, LLC 1.64% Reduce -1.1% 43,304 $14.0M
Generali Investments CEE, investicni spolecnost, a.s. 0.98% Reduce -9.9% 43,290 $13.9M
Nippon Life Global Investors Americas, Inc. 0.58% Reduce -23.7% 43,200 $13.9M
Westover Capital Advisors, LLC 2.53% Reduce -4.2% 43,153 $13.9M
New England Asset Management Inc. 1.88% Reduce -4.8% 43,000 $13.9M
Plimoth Trust Co. LLC 3.09% Reduce -0.9% 42,977 $13.8M
Elk River Wealth Management LLC 2.22% Reduce -2.1% 42,857 $13.8M
Western Wealth Management, LLC 0.64% Add +8.3% 42,728 $13.8M
Xcel Wealth Management, LLC 3.59% Reduce -0.1% 42,717 $13.8M
Harbour Capital Advisors, LLC 2.80% Reduce -0.7% 42,287 $13.8M
Unison Asset Management LLC 6.13% Add +2.5% 42,483 $13.7M
Parthenon LLC 1.48% Reduce -2.1% 42,460 $13.7M
Coerente Capital Management 2.49% Add +0.3% 42,303 $13.6M
OVERSEA-CHINESE BANKING Corp Ltd 0.38% Reduce -35.5% 42,282 $13.6M
Thompson Investment Management, Inc. 1.71% Reduce -2.4% 42,192 $13.6M
Parcion Private Wealth LLC 0.82% Reduce -0.5% 42,076 $13.6M
Chilton Investment Co. Inc. 0.28% Add +4.9% 42,074 $13.6M
Nordwand Advisors, LLC 2.37% Reduce -0.1% 42,053 $13.6M
Larson Financial Group LLC 0.45% Add +4.2% 42,051 $13.5M
Trueblood Wealth Management, LLC 5.29% Reduce -5.2% 42,035 $13.5M
Intesa Sanpaolo S.p.A. 0.87% — 41,806 $13.5M
Townsend Asset Management Corp. /NC/ 4.76% Reduce -1.3% 41,960 $13.5M
First Western Trust Bank 0.66% Reduce -1.2% 41,910 $13.5M
FAS Wealth Partners, Inc. 0.87% Add +5.3% 41,733 $13.4M
Providence Capital Advisors, LLC 2.25% Add +0.8% 41,514 $13.4M
Kintegral Advisory, LLC 1.13% Reduce -2.7% 41,506 $13.4M
Hennion & Walsh Asset Management, Inc. 0.46% Add +7.7% 41,479 $13.4M
Kovack Advisors, Inc. 0.64% Add +50.5% 41,382 $13.3M
McGinn Penninger Investment Management, Inc. 7.72% Add +0.1% 41,275 $13.3M
Belpointe Asset Management LLC 0.48% Reduce -11.2% 41,255 $13.3M
Strategic Planning Group, LLC 1.71% Add +5.2% 41,195 $13.3M
Wealth Enhancement Trust Services, Inc. 1.68% — 41,181 $13.3M
First Nebraska Trust Co 1.21% Add +0.6% 41,159 $13.3M
Valmark Advisers, Inc. 0.16% Add +0.7% 41,132 $13.3M
Signal Advisors Wealth, LLC 1.05% Reduce -1.0% 41,055 $13.2M
RBF Capital, LLC 0.60% No change 41,000 $13.2M
XML Financial, LLC 1.08% Reduce -4.5% 40,954 $13.2M
Csenge Advisory Group 0.60% Add +3.5% 40,922 $13.2M
Ballast Advisors LLC 3.63% Reduce -8.4% 40,840 $13.2M
SageView Advisory Group, LLC 0.44% Reduce -7.3% 40,799 $13.1M
AlphaStar Capital Management, LLC 0.96% Add +61.0% 40,650 $13.1M
Oxford Financial Group, LTD. LLC 0.72% Reduce -1.7% 40,611 $13.1M
Citizens National Bank Trust Department 2.25% Add +0.1% 40,517 $13.1M
Global Wealth Management Investment Advisory, Inc. 2.09% Add +2.8% 40,432 $13.0M
Chronos Wealth Management, LLC 6.02% Reduce -0.7% 40,354 $13.0M
American Money Management, LLC 2.04% Add +1.9% 40,292 $13.0M
GW Henssler & Associates Ltd. 0.62% Reduce -1.6% 40,269 $13.0M
Icon Wealth Advisors, LLC 0.86% Add +0.1% 40,402 $13.0M
Aaron Wealth Advisors LLC 0.72% Add +19.8% 40,218 $13.0M
Lathrop Investment Management Co. 2.35% Add +0.0% 40,131 $12.9M
Anchor Investment Management, LLC 1.05% Reduce -3.4% 40,130 $12.9M
Bridgewater Advisors Inc. 0.84% Reduce -0.2% 42,789 $12.9M
Parkside Financial Bank & Trust 0.97% Add +0.7% 40,100 $12.9M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2.95% Reduce -10.8% 40,096 $12.9M
Pinnacle Wealth Management Advisory Group, LLC 0.89% Reduce -1.4% 40,050 $12.9M
Baader Bank Aktiengesellschaft 1.07% Add +26.6% 41,166 $12.9M
Lanark Financial, Inc. 0.97% Reduce -0.3% 39,968 $12.9M
Wetzel Investment Advisors, Inc. 5.23% Reduce -1.1% 39,912 $12.9M
VestGen Advisors, LLC 0.55% Reduce -47.4% 39,873 $12.8M
Legacy Trust 2.40% Add +1.7% 39,814 $12.8M
Constitution Capital LLC 6.06% Add +0.4% 39,784 $12.8M
Broadleaf Partners, LLC 2.70% Reduce -0.1% 39,759 $12.8M
Clearstead Trust, LLC 2.01% Add +8.1% 39,715 $12.8M
Empire Financial Management Company, LLC 2.77% Reduce -0.8% 39,611 $12.8M
CX Institutional 0.38% Reduce -7.5% 39,606 $12.8M
Compass Wealth Management LLC 3.18% Reduce -3.5% 39,551 $12.7M
Asset Planning Services Inc. /La/ 5.63% Reduce -6.0% 39,537 $12.7M
IFG Advisory, LLC 0.55% Add +5.3% 39,383 $12.7M
Redmond Asset Management, LLC 3.24% Reduce -1.3% 39,378 $12.7M
Contravisory Investment Management, Inc. 2.50% Reduce -4.3% 39,196 $12.6M
Bangor Savings Bank 1.01% Reduce -9.3% 39,116 $12.6M
Strategic Advisors LLC 1.97% Add +0.9% 39,093 $12.6M
Walter & Keenan Wealth Management LLC /in/ 3.37% Reduce -2.2% 39,003 $12.6M
SevenBridge Financial Group, LLC 2.02% Reduce -0.7% 41,734 $12.6M
Plan Group Financial, LLC 3.26% Add +516.9% 38,974 $12.6M
Torray Investment Partners LLC 1.92% No change 38,859 $12.5M
Beacon Financial Group 1.24% Reduce -2.9% 38,730 $12.5M
WESPAC Advisors SoCal, LLC 2.52% Add +0.5% 38,715 $12.5M
Arista Wealth Management, LLC 1.53% Reduce -3.5% 38,622 $12.4M
Claro Advisors Inc. 1.70% Reduce -2.0% 38,609 $12.4M
Stablepoint Partners, LLC 1.94% Add +0.4% 38,599 $12.4M
Evoke Wealth, LLC 0.24% Add +3.6% 38,596 $12.4M
Security National Bank 1.78% Add +0.2% 38,558 $12.4M
Fusion Capital, LLC 3.49% Reduce -2.0% 38,526 $12.4M
WealthPlan Investment Management, LLC 0.79% Add +6.2% 38,360 $12.4M
Lorne Steinberg Wealth Management Inc. 2.84% Reduce -0.8% 38,356 $12.4M
Van Strum & Towne Inc. 3.45% Reduce -1.0% 38,235 $12.3M
Greenwood Capital Associates LLC 1.34% Reduce -2.3% 38,200 $12.3M
Frisch Financial Group, Inc. 2.75% Reduce -0.3% 38,112 $12.3M
Hilton Capital Management, LLC 0.92% Add +8.3% 38,072 $12.3M
Old Second National Bank of Aurora 2.44% Reduce -1.1% 37,907 $12.2M
Mechanics Bank Trust Department 1.59% Reduce -0.5% 37,751 $12.2M
Codex Capital Asset Management L.L.C. 4.42% Add +10.2% 37,750 $12.2M
B & T Capital Management DBA Alpha Capital Management 1.71% Reduce -1.8% 37,725 $12.2M
Harvey Capital Management Inc. 2.59% Add +15.3% 37,722 $12.2M
DT Investment Partners, LLC 1.01% Add +0.7% 37,700 $12.1M
Bradley & Co. Private Wealth Management, LLC 6.50% Reduce -3.5% 37,642 $12.1M
RMR Wealth Builders 0.97% Add +3.3% 37,527 $12.1M
Mirabaud Asset Management Ltd 5.60% Reduce -1.2% 43,931 $12.1M
Accurate Wealth Management, LLC 1.53% Reduce -1.4% 36,670 $12.1M
Chemistry Wealth Management LLC 2.25% Reduce -1.2% 37,387 $12.0M
Tradewinds, LLC. 2.87% Reduce -9.0% 37,296 $12.0M
American Trust 1.01% Reduce -0.1% 37,295 $12.0M
Boyd Watterson Asset Management LLC 3.47% Add +0.1% 37,262 $12.0M
AlTi Global, Inc. 0.26% Reduce -0.6% 37,170 $12.0M
Fulcrum Asset Management LLP 3.31% Reduce -2.9% 36,815 $11.9M
Trustmark Bank Trust Department 0.75% Add +1.5% 36,951 $11.9M
Concord Investment Counsel Inc. 3.87% Reduce -2.6% 36,948 $11.9M
Kettle Hill Capital Management, LLC 2.65% New 36,936 $11.9M
Systematic Alpha Investments, LLC 0.37% No change 36,804 $11.9M
Sargent Investment Group, LLC 1.49% Add +2.8% 36,792 $11.9M
UNIVEST FINANCIAL Corp 0.63% Reduce -1.7% 36,774 $11.8M
Private Trust Co. NA 1.04% Reduce -2.4% 36,757 $11.8M
Cavalier Investments, LLC 3.67% Add +3.1% 36,648 $11.8M
BigSur Wealth Management LLC 2.86% No change 36,576 $11.8M
Johnson Financial Group, Inc. 0.44% Reduce -32.2% 36,575 $11.8M
Koshinski Asset Management, Inc. 0.76% Add +4.1% 36,530 $11.8M
Tema ETFs LLC 0.91% Reduce -1.1% 36,523 $11.8M
Commonwealth Retirement Investments LLC 3.79% Reduce -0.1% 36,503 $11.8M
Cordatus Wealth Management LLC 2.72% Reduce -0.3% 36,454 $11.7M
Howland Capital Management LLC 0.45% Add +1.9% 36,447 $11.7M
DF Dent & Co. Inc. 0.17% Reduce -0.3% 36,424 $11.7M
BCS Private Wealth Management, Inc. 4.01% Reduce -5.7% 36,390 $11.7M
D L Carlson Investment Group Inc. 1.97% Reduce -1.9% 36,175 $11.7M
PFG Advisors 0.56% Reduce -31.6% 36,018 $11.6M
Viking Fund Management LLC 1.34% Reduce -7.7% 36,000 $11.6M
Laurel Oak Wealth Management, LLC 1.94% — 35,827 $11.5M
Coppell Advisory Solutions LLC 1.14% Add +12.5% 35,673 $11.5M
Onex Canada Asset Management Inc. 1.60% Reduce -5.0% 35,760 $11.5M
EverSource Wealth Advisors, LLC 0.42% Add +4.1% 35,641 $11.5M
CFM Wealth Partners LLC 1.65% Add +3.7% 35,580 $11.5M
Blue Fin Capital, Inc. 1.78% Reduce -1.3% 35,573 $11.5M
Wealth Advisory Solutions, LLC 2.67% Reduce -0.6% 35,547 $11.5M
HORAN Wealth, LLC 1.76% Add +0.4% 35,497 $11.4M
Graves Light Lenhart Wealth, Inc. 1.21% Reduce -5.6% 35,491 $11.4M
McBroom & Associates, LLC 5.54% Add +0.4% 35,401 $11.4M
Werlinich Asset Management, LLC 5.62% Add +0.1% 35,235 $11.4M
Journey Strategic Wealth LLC 0.30% Reduce -1.0% 35,303 $11.4M
Gifford Fong Associates 2.27% No change 35,296 $11.4M
Bogart Wealth, LLC 0.46% Add +0.4% 35,233 $11.4M
CHICAGO TRUST Co NA 1.79% Reduce -6.9% 35,222 $11.3M
Alexander Labrunerie & Co., Inc. 4.15% Add +0.1% 35,216 $11.3M
Paradiem, LLC 2.71% No change 35,174 $11.3M
Rockline Wealth Management, LLC 2.31% Add +2.5% 35,154 $11.3M
Resonant Capital Advisors, LLC 0.62% Reduce -0.4% 35,033 $11.3M
Cantor Fitzgerald Investment Advisors L.P. 0.83% Reduce -61.3% 34,967 $11.3M
Insigneo Advisory Services, LLC 0.81% Add +3.4% 34,917 $11.3M
Profund Advisors LLC 0.34% Reduce -17.7% 34,906 $11.2M
Augustine Asset Management Inc. 2.25% Reduce -0.2% 34,896 $11.2M
First National Bank of Mount Dora, Trust Investment Services 2.45% Reduce -2.0% 34,726 $11.2M
Financial Strategies Group, Inc. 2.02% Add +2.2% 33,431 $11.2M
Advocate Group LLC 1.81% Reduce -12.1% 34,676 $11.2M
Nilsine Partners, LLC 0.97% Add +1.6% 34,674 $11.2M
Gryphon Financial Partners LLC 1.19% Add +16.4% 34,656 $11.2M
AdvisorNet Financial, Inc 0.59% Add +0.3% 34,636 $11.2M
Ameritas Advisory Services, LLC 0.42% Add +43.9% 34,433 $11.1M
Hodges Capital Management Inc. 0.95% Reduce -0.3% 34,299 $11.1M
GM Advisory Group, LLC 0.43% Add +2.6% 34,211 $11.0M
Excalibur Management Corp. 3.97% Reduce -1.9% 34,131 $11.0M
West Branch Capital LLC 2.83% Add +0.5% 34,037 $11.0M
Angeles Wealth Management, LLC 0.60% Add +18.1% 33,940 $10.9M
Capital Investment Counsel, LLC 1.52% Add +0.4% 33,926 $10.9M
Everpar Advisors LLC 4.05% Add +2.8% 33,866 $10.9M
Capital Asset Advisory Services LLC 0.44% Reduce -1.5% 32,607 $10.9M
Obermeyer Wealth Partners 0.50% Add +0.8% 33,707 $10.9M
Nikulski Financial, Inc. 2.59% Reduce -0.7% 33,684 $10.9M
Fideuram Asset Management (Ireland) dac 0.86% — 41,155 $10.8M
Columbia Asset Management 1.93% Reduce -2.0% 33,662 $10.8M
Pegasus Asset Management, Inc. 3.34% Add +0.8% 33,659 $10.8M
Trivium Point Advisory, LLC 1.09% Reduce -2.2% 33,654 $10.8M
Legacy Financial Advisors, Inc. 1.50% Reduce -2.0% 33,564 $10.8M
Somerset Trust Co 3.31% Reduce -1.9% 33,531 $10.8M
Clarity Wealth Advisors, LLC 2.20% Reduce -0.3% 33,495 $10.8M
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 2.89% — 33,485 $10.8M
Bill Few Associates, Inc. 2.66% Add +1.9% 33,484 $10.8M
Founders Capital Management 5.60% Reduce -2.1% 33,474 $10.8M
Rehmann Capital Advisory Group 0.56% Reduce -0.3% 33,366 $10.8M
Beacon Bank & Trust 2.18% Reduce -4.6% 33,366 $10.8M
Stonebridge Financial Group, LLC 0.92% Add +23.6% 33,362 $10.7M
Sandhill Capital Partners LLC 0.76% Reduce -4.8% 33,274 $10.7M
Essex LLC 1.90% Add +1.8% 33,236 $10.7M
Philadelphia Trust Co. 0.74% Reduce -2.0% 33,224 $10.7M
Avior Wealth Management, LLC 0.33% Reduce -7.8% 33,111 $10.7M
Simplicity Wealth,LLC 0.64% Reduce -4.6% 33,093 $10.7M
RFG Advisory, LLC 0.20% Add +3.7% 33,060 $10.7M
Boston Research & Management Inc. 2.46% Reduce -4.3% 33,056 $10.7M
Kentucky Farm Bureau Mutual Insurance Co 2.87% No change 33,000 $10.6M
Inspire Trust Co, N.A. 1.74% Add +7.5% 33,000 $10.6M
Integrity Alliance, Llc. 0.39% Add +100.5% 32,981 $10.6M
GeoWealth Management, LLC 0.39% Reduce -4.1% 32,907 $10.6M
Focus Financial Network, Inc. 0.37% Add +2.0% 32,900 $10.6M
Occidental Asset Management, LLC 1.27% Add +7.1% 32,887 $10.6M
Bell & Brown Wealth Advisors, LLC 3.40% Reduce -2.2% 32,798 $10.6M
1248 Management, LLC 5.64% Reduce -1.6% 32,729 $10.5M
Citizens Business Bank 1.74% Add +2.6% 32,700 $10.5M
New Hampshire Trust 2.04% Reduce -3.6% 32,486 $10.5M
New Republic Capital, LLC 2.79% Reduce -61.4% 32,484 $10.5M
Guyasuta Investment Advisors Inc. 0.60% Add +5.4% 32,475 $10.5M
Seneca House Advisors 3.91% Reduce -2.7% 32,449 $10.5M
CreativeOne Wealth, LLC 0.25% Reduce -1.2% 32,365 $10.4M
Brick & Kyle, Associates 3.70% Reduce -1.1% 32,317 $10.4M
Leuthold Group, LLC 1.12% Add +0.7% 32,188 $10.4M
Beutel, Goodman & Co Ltd. 0.06% No change 32,125 $10.4M
First Business Financial Services, Inc. 0.95% Add +1.7% 32,107 $10.3M
Soltis Investment Advisors LLC 0.68% Add +6.0% 32,099 $10.3M
NTV Asset Management LLC 1.10% Add +0.4% 32,095 $10.3M
Udine Wealth Management, Inc. 4.87% Add +2.9% 31,989 $10.3M
Ascentis Independent Advisors 1.66% Add +2.2% 31,901 $10.3M
Kepler Cheuvreux (Suisse) SA 0.58% Add +172.1% 31,888 $10.3M
Diversify Wealth Management, LLC 0.48% Add +2.9% 32,955 $10.2M
Arjuna Capital 2.51% Reduce -1.3% 31,773 $10.2M
Qtron Investments LLC 1.33% Reduce -10.2% 31,766 $10.2M
Indiana Trust & Investment Management Co 3.02% Add +2.7% 31,765 $10.2M
Bedel Financial Consulting, Inc. 1.10% Add +1.1% 31,717 $10.2M
Triasima Portfolio Management inc. 1.53% Add +11.3% 31,715 $10.2M
Alpha Omega Wealth Management LLC 1.69% Reduce -4.0% 31,587 $10.2M
Hoey Investments, Inc. 1.38% Add +1.9% 31,581 $10.2M
Lee Danner & Bass Inc. 0.73% Add +9.0% 31,502 $10.2M
Cooper Capital Advisors LLC 6.37% Add +0.3% 31,399 $10.1M
Dynasty Wealth Management, LLC 0.10% Add +9.5% 31,385 $10.1M
Lake Street Private Wealth, LLC 1.24% Reduce -2.1% 31,320 $10.1M
Charles Schwab Trust Co 0.66% Reduce -0.4% 31,317 $10.1M
Ransom Advisory, Ltd 3.97% Add +0.7% 31,306 $10.1M
Exencial Wealth Advisors, LLC 0.32% Add +2.8% 31,296 $10.1M
Diversify Advisory Services, LLC 0.32% Reduce -3.7% 32,263 $10.1M
Mitchell McLeod Pugh & Williams Inc. 1.44% Reduce -1.6% 31,231 $10.1M
Trust Asset Management LLC 0.69% Reduce -3.7% 31,213 $10.1M
Chemung Canal Trust Co. 1.99% Reduce -3.3% 31,212 $10.1M
Arete Wealth Advisors, LLC 0.70% Reduce -19.8% 31,209 $10.1M
WealthShield Partners, LLC 1.11% Reduce -0.8% 31,164 $10.0M
Field & Main Bank 2.89% Add +0.1% 31,122 $10.0M
Argentarii, LLC 3.26% Add +19.9% 31,110 $10.0M
First Interstate Bank 0.54% Reduce -1.7% 31,110 $10.0M
HCR Wealth Advisors 0.99% Add +1.4% 31,078 $10.0M
Kestra Investment Management, LLC 0.24% Reduce -6.2% 31,049 $10.0M
Earnest Partners LLC 0.04% Reduce -17.2% 31,004 $10.0M
Advanced Asset Management Advisors Inc 2.73% Reduce -19.1% 30,977 $10.0M
Ironvine Capital Partners, LLC 1.00% No change 30,971 $10.0M
Sentinel Trust Co. Lba 0.98% Add +0.0% 30,893 $10.0M
Abbot Financial Management, Inc. 4.13% Add +1.1% 30,884 $10.0M
Founders Financial Alliance, LLC 1.88% Add +9.2% 30,854 $9.9M
Westco Advisory Services Inc. 6.11% — 30,850 $9.9M
Brown Shipley& Co Ltd 5.31% Reduce -4.1% 30,819 $9.9M
Mission Creek Capital Partners, Inc. 2.00% Add +0.4% 51,819 $9.9M
Summerhill Capital Management lnc. 9.15% Add +0.2% 30,746 $9.9M
Asset Dedication, LLC 0.65% Reduce -2.8% 30,744 $9.9M
Hi-Line Capital Management, LLC 3.29% Add +6.1% 30,698 $9.9M
Washington Trust Advisors, Inc. 0.76% Reduce -0.6% 30,693 $9.9M
DLK Investment Management, LLC 3.67% Reduce -0.6% 30,591 $9.9M
Mandatum Life Insurance Co Ltd 2.24% No change 30,502 $9.8M
Owen LaRue, LLC 3.74% Reduce -1.3% 30,478 $9.8M
Hixon Zuercher, LLC 2.97% Add +0.5% 30,431 $9.8M
Great Lakes Retirement, Inc. 1.02% Add +1.8% 30,423 $9.8M
Chapin Davis, Inc. 2.30% Reduce -5.8% 30,392 $9.8M
Heritage Wealth Management, Inc. 2.72% Reduce -2.2% 30,392 $9.8M
Meiji Yasuda Life Insurance Co 0.28% Reduce -1.5% 30,358 $9.8M
Milestone Asset Management, LLC 1.84% Add +62.4% 30,339 $9.8M
Phillips Financial Management, LLC 0.63% Add +0.4% 30,313 $9.8M
Bank of Hawaii 0.48% Reduce -17.0% 30,277 $9.8M
JT Stratford LLC 1.26% Add +23.4% 30,272 $9.8M
DCM Advisors, LLC 4.05% No change 30,247 $9.7M
E&G Advisors, LLC 2.18% Reduce -2.9% 30,280 $9.7M
Union Heritage Capital, LLC 3.30% No change 30,205 $9.7M
Patten Group, Inc. 1.80% Add +0.3% 30,203 $9.7M
White Pine Investment CO 2.29% Reduce -4.9% 30,187 $9.7M
Cottage Street Advisors LLC 4.11% Reduce -6.0% 30,184 $9.7M
William B. Walkup & Associates, Inc. 5.32% Reduce -1.4% 30,147 $9.7M
Cove Private Wealth, LLC 2.91% Add +5.9% 30,081 $9.7M
Concord Wealth Partners 1.26% Add +2.9% 30,031 $9.7M
Oak Family Advisors, LLC 2.96% Add +1.0% 30,023 $9.7M
Allen Holding Inc. 0.92% No change 30,000 $9.7M
Graham Capital Management, L.P. 0.48% Add +33.3% 30,000 $9.7M
Stone Summit Wealth LLC 2.62% Reduce -3.5% 29,930 $9.6M
Covington Investment Advisors Inc. 1.32% Reduce -7.1% 29,898 $9.6M
R.m.sincerbeaux Capital Management LLC 5.38% No change 29,870 $9.6M
MIdWestOne Financial Group, Inc. 1.07% Reduce -1.5% 29,866 $9.6M
CoreCap Advisors, LLC 0.34% Add +2.9% 29,865 $9.6M
Private Wealth Asset Management, LLC 1.04% Add +0.7% 29,739 $9.6M
Supplemental Annuity Collective Trust of NJ 2.47% No change 29,700 $9.6M
Baugh & Associates, LLC 4.70% Reduce -3.0% 31,512 $9.6M
Grove Bank & Trust 1.07% Reduce -0.0% 29,649 $9.6M
Wealth Effects LLC 2.98% Reduce -0.4% 29,572 $9.5M
Spirepoint Private Client, LLC 0.91% Add +13.2% 29,562 $9.5M
BBR Partners, LLC 0.51% Reduce -0.4% 29,556 $9.5M
Argyle Capital Management, LLC 3.18% Reduce -0.5% 29,554 $9.5M
Guardian Wealth Advisors, LLC / NC 0.60% Add +0.8% 29,491 $9.5M
Hall Capital Management Co. Inc. 3.67% Reduce -0.6% 29,471 $9.5M
Cumberland Partners Ltd 0.58% Add +135.2% 29,427 $9.5M
RDA Financial Network 2.28% Reduce -1.7% 29,407 $9.5M
Checchi Capital Advisers, LLC 0.64% Reduce -3.5% 29,404 $9.5M
Paradigm Asset Management Co. LLC 2.19% Reduce -6.1% 29,391 $9.5M
Patient Capital Management, LLC 0.37% No change 29,379 $9.5M
McDonald Partners LLC 2.98% Reduce -5.1% 29,368 $9.5M
Marietta Investment Partners LLC 1.87% Add +1.8% 29,301 $9.4M
Hamilton Point Investment Advisors, LLC 1.43% Add +1.4% 29,257 $9.4M
Campbell & CO Investment Adviser LLC 0.45% New 29,196 $9.4M
Ironwood Investment Counsel, LLC 1.31% Reduce -0.7% 29,184 $9.4M
Platform Technology Partners 2.00% Add +1.2% 29,102 $9.4M
RPg Family Wealth Advisory, LLC 2.06% Reduce -0.9% 29,070 $9.4M
Archford Capital Strategies, LLC 1.09% Reduce -0.3% 29,033 $9.4M
Ameritas Investment Partners, Inc. 0.28% Reduce -3.0% 29,027 $9.4M
MSH Capital Advisors LLC 2.00% Add +11.9% 29,000 $9.3M
Shelter Mutual Insurance Co 2.08% No change 29,000 $9.3M
Avestar Capital, LLC 0.64% Reduce -1.6% 28,974 $9.3M
Ami Investment Management Inc. 2.10% Add +3.5% 28,969 $9.3M
Connecticut Wealth Management, LLC 0.41% Add +3.7% 28,948 $9.3M
Ausdal Financial Partners, Inc. 0.43% Reduce -8.2% 28,948 $9.3M
Schmidt P J Investment Management Inc. 1.52% Add +2.0% 28,914 $9.3M
High Note Wealth, LLC 1.82% Add +0.8% 28,890 $9.3M
Texas Bank & Trust Co 3.38% Reduce -0.2% 28,833 $9.3M
Little House Capital LLC 2.33% Add +2.9% 28,824 $9.3M
Herold Advisors, Inc. 2.08% Reduce -0.7% 28,817 $9.3M
MV Capital Management, Inc. 0.89% Add +1.3% 28,786 $9.3M
Zevenbergen Capital Investments LLC 0.21% Reduce -1.2% 28,748 $9.3M
Simon Quick Advisors, LLC 0.40% Reduce -2.9% 28,746 $9.3M
Hillsdale Investment Management Inc. 0.26% Add +4.1% 28,735 $9.3M
Pathway Financial Advisers, LLC 2.69% Reduce -1.4% 28,725 $9.3M
Lauterbach Financial Advisors, LLC 4.52% Add +0.1% 28,651 $9.2M
Patriot Financial Group Insurance Agency, LLC 1.10% Add +6.1% 28,636 $9.2M
Bcwm, LLC 2.76% Reduce -17.6% 28,633 $9.2M
Socorro Asset Management LP 3.72% Add +1.2% 28,604 $9.2M
Parisi Gray Wealth Management 2.09% Reduce -0.4% 28,572 $9.2M
Addison Capital Co 2.30% Reduce -3.8% 28,568 $9.2M
Hartford Financial Management Inc. 2.39% Reduce -0.9% 28,550 $9.2M
MTM Investment Management, LLC 2.93% Add +0.1% 28,527 $9.2M
Marino, Stram & Associates LLC 1.66% Reduce -6.2% 28,521 $9.2M
SeaBridge Investment Advisors LLC 1.52% Reduce -2.6% 28,516 $9.2M
IFC Advisors LLC 1.34% Add +1.7% 28,487 $9.2M
Amarillo National Bank 1.61% Reduce -3.0% 28,486 $9.2M
Concorde Financial Corp 7.10% Reduce -2.2% 29,099 $9.2M
Hudson Edge Investment Partners Inc. 1.36% Reduce -6.8% 28,430 $9.2M
Klingman & Associates, LLC 0.44% Reduce -0.7% 28,403 $9.2M
Sava Infond d.o.o. 1.24% Reduce -5.9% 28,395 $9.1M
RB Capital Management, LLC 1.93% Add +1.0% 28,394 $9.1M
Essex Bank 1.98% Add +1.0% 28,360 $9.1M
Lincoln Capital LLC 1.65% Reduce -0.3% 28,301 $9.1M
Red Cedar Investment Management, LLC 0.98% No change 28,289 $9.1M
Act Two Investors LLC 1.64% No change 28,287 $9.1M
Violich Capital Management, Inc. 1.02% Add +33.5% 28,265 $9.1M
United Bank 3.08% Add +0.5% 28,235 $9.1M
Brooks, Moore & Associates, Inc. 4.47% Add +0.0% 28,228 $9.1M
Sompo Asset Management Co., Ltd. 1.56% Reduce -5.4% 28,193 $9.1M
Creegan & Nassoura Financial Group, LLC 5.88% Reduce -2.3% 28,090 $9.1M
Avaii Wealth Management, LLC 3.28% Add +4.8% 28,058 $9.0M
Trifecta Capital Advisors, LLC 1.34% Add +2.8% 28,057 $9.0M
Smithfield Trust Co 0.40% Add +5.6% 27,946 $9.0M
Argent Advisors, Inc. 2.51% Reduce -1.0% 27,923 $9.0M
AssuredPartners Investment Advisors, LLC 1.34% Add +7.2% 27,915 $9.0M
Algert Global LLC 0.14% Add +15.6% 27,872 $9.0M
Scissortail Wealth Management, LLC 2.05% Reduce -0.3% 27,868 $9.0M
Coastline Trust Co 0.84% Add +30.2% 27,813 $9.0M
Earned Wealth Advisors, LLC 0.64% Add +171.6% 27,812 $9.0M
Drucker Wealth 3.0, LLC 1.58% Reduce -2.5% 27,808 $9.0M
BNC Wealth Management, LLC 2.30% Add +2.3% 27,803 $9.0M
Diversified Enterprises, LLC 0.53% Add +25.4% 27,636 $8.9M
tru Independence LLC 2.24% Reduce -2.3% 27,606 $8.9M
Compton Wealth Advisory Group, LLC 1.94% Reduce -0.7% 27,599 $8.9M
Relyea Zuckerberg Hanson LLC 0.90% Reduce -0.8% 27,562 $8.9M
Manhattan West Asset Management, LLC 1.81% Reduce -2.9% 27,520 $8.9M
Comprehensive Financial Consultants Institutional, Inc. 2.68% Reduce -3.4% 27,483 $8.9M
Stamos Capital Partners, L.P. 1.42% Add +5.0% 27,443 $8.8M
Permanens Capital L.P. 1.15% Add +29.9% 27,436 $8.8M
MSA Advisors, LLC 2.21% Reduce -12.3% 27,350 $8.8M
Lineweaver Wealth Advisors, LLC 1.20% Add +6.6% 27,336 $8.8M
Romano Brothers and Company 1.00% Reduce -1.5% 27,292 $8.8M
LJI Wealth Management, LLC 1.34% Add +8.8% 27,274 $8.8M
Pinnacle Wealth Planning Services, Inc. 0.91% Add +2.0% 27,138 $8.7M
Capital Investment Advisory Services, LLC 0.62% Add +1.1% 27,097 $8.7M
Holderness Investments Co. 1.77% Reduce -2.0% 27,075 $8.7M
Titan Wealth (CI) Ltd 3.35% — 27,057 $8.7M
Hengehold Capital Management LLC 0.73% Reduce -3.6% 27,013 $8.7M
Modus Advisors, LLC 2.29% Reduce -1.1% 26,957 $8.7M
Sitrin Capital Management LLC 4.12% Add +0.1% 26,920 $8.7M
Kera Capital Partners, Inc. 1.07% Add +3.6% 28,334 $8.7M
Kensington Investment Counsel, LLC 3.52% Add +0.7% 26,863 $8.7M
Agate Pass Investment Management, LLC 3.22% Reduce -1.0% 26,858 $8.7M
Everett Harris & Co. 0.10% Add +2.5% 26,815 $8.6M
Ninety One North America, Inc. 0.35% New 26,814 $8.6M
Bank of New Hampshire 1.94% Reduce -2.7% 26,809 $8.6M
Consolidated Investment Group LLC 1.03% No change 26,702 $8.6M
Investors Asset Management of Georgia Inc. /Ga/ 3.56% Reduce -0.1% 26,684 $8.6M
Mill Creek Capital Advisors, LLC 0.17% Add +1.6% 26,658 $8.6M
Evexia Wealth LLC 2.40% Reduce -0.4% 27,873 $8.6M
SkyOak Wealth, LLC 1.54% Add +0.1% 26,622 $8.6M
Concord Asset Management, LLC 1.49% Add +2.1% 26,611 $8.6M
Qsemble Capital Management, LP 0.71% New 26,599 $8.6M
First PREMIER Bank 1.96% Reduce -0.2% 26,593 $8.6M
Liberty Capital Management, Inc. 1.60% Add +0.6% 26,590 $8.6M
Nomura Holdings Inc. 0.02% Reduce -69.8% 26,531 $8.5M
Naviter Wealth, LLC 1.11% Reduce -15.8% 26,513 $8.5M
Peddock Capital Advisors, LLC 1.79% Reduce -1.4% 26,465 $8.5M
Mirabaud & Cie SA 2.75% Reduce -9.7% 26,450 $8.5M
L. Roy Papp & Associates, LLP 0.94% Add +2.6% 26,399 $8.5M
Sunbelt Securities, Inc. 0.57% Reduce -1.2% 26,363 $8.5M
Premier Path Wealth Partners, LLC 1.10% Add +2.4% 26,353 $8.5M
Marble Wealth, LLC 1.18% — 26,310 $8.5M
Formidable Asset Management, LLC 1.24% Reduce -2.0% 26,854 $8.5M
Cigna Investments Inc. 1.23% Reduce -3.1% 26,280 $8.5M
Montecito Bank & Trust 1.35% Reduce -8.0% 26,208 $8.4M
Atlas Wealth LLC 3.36% Reduce -1.5% 26,206 $8.4M
First Pacific Financial 1.10% Reduce -4.1% 26,156 $8.4M
Capital Insight Partners, LLC 1.78% Reduce -14.1% 26,141 $8.4M
Bell Asset Management Ltd 2.25% New 26,004 $8.4M
Dean Investment Associates, LLC 1.20% Reduce -4.2% 26,135 $8.4M
University of Texas/Texas Am Investment Management Co. 1.19% Add +172.3% 26,132 $8.4M
Brentview Investment Management LLC 3.81% Add +1.0% 26,128 $8.4M
Covenant Asset Management, LLC 1.62% Reduce -1.2% 26,120 $8.4M
Granite Bay Wealth Management, LLC 2.04% Add +3.7% 26,117 $8.4M
Am Investment Strategies LLC 1.74% Add +0.7% 25,987 $8.4M
Uncommon Cents Investing LLC 2.02% Add +0.5% 25,945 $8.4M
Bfsg, LLC 0.81% Reduce -0.3% 25,865 $8.3M
Harbor Advisory Corp. 2.52% Reduce -11.7% 25,861 $8.3M
Investment Research & Advisory Group, Inc. 2.76% Add +0.1% 25,792 $8.3M
Palmer Knight Co 4.37% Reduce -0.2% 25,816 $8.3M
Howard Capital Management, LLC 0.11% Add +18.2% 25,784 $8.3M
Wright Investors Service Inc. 2.49% Reduce -0.1% 25,756 $8.3M
Jericho Financial, LLP 5.00% Reduce -0.3% 25,742 $8.3M
Mattern Wealth Management LLC 1.60% Add +1.4% 25,733 $8.3M
Aprio Wealth Management, LLC 0.48% Add +43.6% 25,709 $8.3M
Strategic Blueprint, LLC 0.49% Reduce -19.2% 25,708 $8.3M
SG Trading Solutions, LLC 1.92% — 25,665 $8.3M
Bowman & Co S.C. 3.50% Reduce -0.6% 25,650 $8.3M
Alta Capital Management LLC/ 0.55% Reduce -1.5% 25,622 $8.3M
Rowlandmiller & Partners.adv 1.59% Add +0.7% 25,593 $8.2M
Town & Country Bank & Trust CO dba First Bankers Trust CO 2.77% Add +25.5% 25,569 $8.2M
Advisortrust Partners, LLC 3.62% — 25,541 $8.2M
Family Legacy, Inc. 2.46% Reduce -0.6% 25,516 $8.2M
Kayne Anderson Rudnick Investment Management LLC 0.02% Reduce -1.7% 25,457 $8.2M
Skylands Capital, LLC 1.11% Reduce -0.2% 25,450 $8.2M
Arrow Financial Corp 0.82% Reduce -2.3% 25,415 $8.2M
Brandywine Oak Private Wealth LLC 0.68% Add +5.7% 25,255 $8.1M
Old Port Advisors 2.00% Reduce -0.8% 25,252 $8.1M
Leonteq Securities AG 0.43% Reduce -33.6% 25,205 $8.1M
StrongBox Wealth, LLC 2.67% Add +0.8% 25,187 $8.1M
Northwest Bancshares, Inc. 1.56% Reduce -12.6% 25,124 $8.1M
Seaview Investment Managers LLC 3.04% New 25,118 $8.1M
S-Bank Fund Management Ltd 1.05% Reduce -11.6% 25,104 $8.1M
RKL Wealth Management LLC 0.66% Add +3.2% 25,089 $8.1M
Quest Investment Management LLC 0.87% Reduce -31.9% 25,084 $8.1M
Sagewood Asset Management LP 2.86% — 25,034 $8.1M
Eos Management, L.P. 3.16% No change 25,000 $8.1M
Marex Group Ltd 0.09% Reduce -23.0% 24,985 $8.1M
Midwest Professional Planners, LTD. 1.91% Reduce -0.6% 24,970 $8.0M
Mine & Arao Wealth Creation & Management, LLC. 3.15% Add +1.1% 24,940 $8.0M
Consolidated Capital Management, LLC 2.43% Add +34.5% 24,913 $8.0M
Triangle Securities Wealth Management 1.69% Reduce -3.5% 24,910 $8.0M
Ethos Financial Group, LLC 0.59% Add +5.0% 24,894 $8.0M
Strategic Financial Services, Inc. 0.37% Reduce -4.3% 24,850 $8.0M
Scott & Selber, Inc. 2.01% Reduce -2.6% 24,830 $8.0M
Dudley Capital Management, LLC 3.51% Reduce -0.1% 24,807 $8.0M
Brown, Lisle/Cummings, Inc. 1.97% Add +12.2% 24,781 $8.0M
Aspiriant, LLC 0.23% Add +7.6% 24,769 $8.0M
Ibex Wealth Advisors 0.78% Add +184.4% 24,724 $8.0M
McKinley Carter Wealth Services, Inc. 0.44% Reduce -8.3% 24,703 $8.0M
Norden Group LLC 0.78% Add +11.6% 24,589 $7.9M
Edgestream Partners, L.P. 0.22% Add +238.1% 24,562 $7.9M
McRae Capital Management Inc. 1.61% Reduce -6.2% 24,539 $7.9M
Signature Estate & Investment Advisors LLC 0.16% Add +2.6% 24,401 $7.9M
Sterling Investment Advisors, Ltd. 1.45% Add +1.2% 24,392 $7.9M
Amica Mutual Insurance Co. 0.68% No change 24,345 $7.8M
Delta Capital Management LLC 4.46% Reduce -10.3% 24,335 $7.8M
Athena Investment Management 4.01% Reduce -0.8% 24,278 $7.8M
Mount Vernon Associates Inc. 5.26% Reduce -0.4% 24,261 $7.8M
Lee Johnson Capital Management, LLC 2.68% Reduce -4.1% 24,244 $7.8M
Crystal Rock Capital Management 4.13% Reduce -2.0% 24,243 $7.8M
Monetary Management Group Inc. 1.80% Reduce -5.8% 24,225 $7.8M
GFS Advisors, LLC 0.92% Reduce -16.4% 24,149 $7.8M
Harbor Advisors LLC 1.17% No change 24,148 $7.8M
Winch Advisory Services, LLC 1.72% Reduce -1.4% 24,146 $7.8M
Symphony Financial, Ltd. Co. 1.04% Reduce -20.6% 24,046 $7.8M
Patton Fund Management, Inc. 1.04% Add +104.6% 24,123 $7.8M
Atlas Brown,Inc. 2.31% Reduce -3.5% 24,092 $7.8M
Ables, Iannone, Moore & Associates, Inc. 4.25% Reduce -1.1% 24,084 $7.8M
Advisor OS, LLC 0.62% Add +17.1% 24,013 $7.7M
Cherokee Insurance Co 3.14% No change 24,010 $7.7M
Bretton Capital Management, LLC 6.47% No change 24,000 $7.7M
Sax Wealth Advisors, LLC 0.36% Add +13.1% 23,986 $7.7M
Arvest Investments, Inc. 1.08% Reduce -3.0% 23,947 $7.7M
S&co Inc. 0.48% Reduce -0.3% 23,935 $7.7M
Gerber Kawasaki Wealth & Investment Management 0.27% Add +16.0% 23,816 $7.7M
KKM Financial LLC 1.36% Add +13.8% 23,826 $7.7M
Myriad Asset Management Advisors LLC 2.36% — 23,815 $7.7M
Ramirez Asset Management, Inc. 1.01% No change 23,765 $7.7M
Patrick M Sweeney & Associates, Inc. 4.78% Reduce -0.9% 23,699 $7.6M
1834 Investment Advisors Co. 0.96% Reduce -2.5% 23,682 $7.6M
Icon Advisers Inc. 1.68% Reduce -2.3% 23,680 $7.6M
Evergreen Private Wealth LLC 3.00% Reduce -12.6% 23,633 $7.6M
Martin Capital Partners, LLC 2.86% Reduce -0.8% 23,614 $7.6M
Gilliland Jeter Wealth Management LLC 2.30% Reduce -1.0% 23,568 $7.6M
Evelyn Partners Investment Management Services Ltd 0.95% Add +6.8% 23,536 $7.6M
Greenfield Savings Bank 3.19% Reduce -0.7% 23,526 $7.6M
Rosenblum Silverman Sutton S F Inc. 1.75% Reduce -3.5% 23,509 $7.6M
Mitsubishi UFJ Asset Management (UK) Ltd. 3.69% Add +23.7% 23,500 $7.6M
Virginia Wealth Management Group, Inc. 4.42% Reduce -0.8% 23,468 $7.6M
Pavion Blue Capital, LLC 3.14% Reduce -0.5% 23,464 $7.6M
Family Manage LLC 0.96% Add +4.0% 23,457 $7.6M
Cornerstone Wealth Management, LLC 0.39% Add +1.5% 23,456 $7.6M
Arlington Financial Advisors, LLC 1.08% Reduce -0.3% 23,436 $7.6M
Nan Shan Life Insurance Co., Ltd. 0.23% Reduce -53.6% 23,414 $7.5M
Mechanics Financial Corp 2.78% Reduce -0.3% 23,390 $7.5M
Caliber Wealth Management, LLC / KS 0.81% Reduce -2.3% 23,380 $7.5M
Third View Private Wealth, LLC 1.01% — 23,348 $7.5M
Portfolio Design Labs, LLC 1.24% Add +2.4% 23,324 $7.5M
Shoker Investment Counsel, Inc. 2.20% Reduce -2.8% 23,314 $7.5M
VeraBank, N.A. 1.37% Reduce -0.7% 23,316 $7.5M
Pensionfund Sabic 2.04% No change 23,300 $7.5M
Slagle Financial, LLC 2.61% Add +1.2% 23,233 $7.5M
Agp Franklin, LLC 3.51% Reduce -1.7% 23,221 $7.5M
Malaga Cove Capital, LLC 2.59% Reduce -4.4% 23,221 $7.5M
Rockport Wealth LLC 1.45% No change 23,184 $7.5M
Peloton Wealth Strategists 2.98% Reduce -6.3% 23,160 $7.5M
Gradient Capital Advisors, LLC 1.92% Reduce -3.6% 23,124 $7.5M
Roberts Wealth Advisors, LLC 1.94% Reduce -5.7% 23,096 $7.4M
Blue Edge Capital, LLC 0.99% Add +1.6% 23,076 $7.4M
National Philanthropic Trust 0.07% Add +45.7% 23,032 $7.4M
Benin Management CORP 1.65% Add +22.1% 23,006 $7.4M
Enhancing Capital LLC 5.30% No change 23,000 $7.4M
Peachtree Investment Partners, LLC 2.46% Add +0.1% 22,986 $7.4M
Norway Savings Bank 3.42% Add +4.0% 22,951 $7.4M
Steel Grove Capital Advisors, LLC 0.77% Reduce -7.7% 22,884 $7.4M
Silvant Capital Management LLC 0.25% No change 22,865 $7.4M
Cohen Investment Advisors LLC 3.39% Reduce -0.1% 22,859 $7.4M
Everhart Financial Group, Inc. 0.68% Reduce -20.4% 22,843 $7.4M
Hudson Capital Management LLC 1.90% Reduce -2.7% 22,839 $7.4M
Bank of Stockton 2.10% Reduce -1.4% 22,821 $7.4M
Van Eck Associates Corp. 0.01% Add +12.2% 22,739 $7.3M
Regatta Capital Group, LLC 1.11% Reduce -0.9% 22,733 $7.3M
Nichols & Pratt Advisers LLP 0.46% Reduce -0.3% 22,733 $7.3M
L2 Asset Management, LLC 0.98% Reduce -19.9% 22,660 $7.3M
Second Line Capital, LLC 1.50% Add +0.5% 22,645 $7.3M
TigerOak Management, L.L.C. 2.22% Add +0.3% 22,627 $7.3M
Moody National Bank Trust Division 0.70% Reduce -31.9% 22,596 $7.3M
Spirit of America Management Corp. 1.54% Add +2.7% 22,592 $7.3M
Headlands Technologies LLC 0.61% New 22,575 $7.3M
SBI Securities Co., Ltd. 0.19% Add +14.4% 22,565 $7.3M
Royal Capital Wealth Management, LLC 4.29% Add +0.3% 22,552 $7.3M
Columbia Bank 2.02% Reduce -2.5% 22,540 $7.3M
Dover Advisors, LLC 2.81% Reduce -2.8% 22,520 $7.3M
Alps Advisors Inc. 0.04% Add +0.8% 22,426 $7.2M
SOA Wealth Advisors, LLC. 1.19% Reduce -0.5% 43,477 $7.2M
WealthPLAN Partners, LLC 1.08% Reduce -4.1% 22,375 $7.2M
Financial Engines Advisors L.L.C. 0.01% Reduce -2.7% 22,351 $7.2M
Perkins Coie Trust Co 1.34% Add +0.9% 22,304 $7.2M
O'ROURKE & COMPANY, Inc 2.79% Reduce -0.1% 22,295 $7.2M
Mather Group, Llc. 0.07% Add +3.6% 22,206 $7.2M
Intrepid Financial Planning Group LLC 2.72% Reduce -0.0% 22,193 $7.2M
Curbstone Financial Management Corp 1.37% Add +2.3% 22,184 $7.1M
Catalyst Financial Partners LLC 0.80% Add +8.4% 22,183 $7.1M
Apella Capital, LLC 0.14% Reduce -3.9% 22,180 $7.1M
Morton Community Bank 1.54% Reduce -1.5% 23,350 $7.1M
SeaCrest Wealth Management, LLC 0.72% Reduce -3.9% 21,767 $7.1M
TRUE Private Wealth Advisors 0.71% Add +0.2% 22,080 $7.1M
Mathes Company, Inc. 2.55% Add +1.0% 22,071 $7.1M
Trustco Bank Corp. N Y 6.41% Reduce -11.7% 22,056 $7.1M
Ulysses Management LLC 1.86% Add +69.2% 22,000 $7.1M
Bright Rock Capital Management, LLC 1.39% No change 22,000 $7.1M
Cane Capital Partners, LLC 2.96% — 21,923 $7.1M
Providence Wealth Advisors, LLC 4.40% Add +0.2% 20,921 $7.0M
Andrew Hill Investment Advisors, Inc. 5.36% Add +7.3% 21,835 $7.0M
Hudock, Inc. 1.04% Add +0.2% 21,819 $7.0M
X-Square Capital, LLC 2.30% Reduce -2.1% 21,819 $7.0M
LOM Asset Management Ltd 2.04% Reduce -0.6% 21,810 $7.0M
Beaton Management Co. Inc. 3.10% Reduce -1.2% 21,806 $7.0M
Grandfield & Dodd, LLC 0.40% Reduce -4.1% 21,797 $7.0M
Trinity Legacy Partners, LLC 1.61% Add +0.7% 21,792 $7.0M
Adirondack Trust Co. 2.30% Reduce -1.3% 21,741 $7.0M
Fragasso Financial Advisors Inc 0.42% Reduce -2.3% 21,697 $7.0M
WD Rutherford LLC 2.92% Reduce -0.9% 21,683 $7.0M
Pinkerton Wealth, LLC 0.72% Reduce -2.5% 21,675 $7.0M
NCM Capital Management, LLC 2.59% Reduce -3.2% 21,674 $7.0M
Mountain Pacific Investment Advisers LLC 1.13% Reduce -1.1% 21,625 $7.0M
Trust Point Inc. 0.55% Reduce -1.3% 21,617 $7.0M
IMA Advisory Services, Inc. 0.67% Reduce -2.7% 21,614 $7.0M
Eagle Capital Management, LLC 2.53% Reduce -0.8% 21,599 $7.0M
Key Financial Inc 1.27% Add +2.3% 21,595 $7.0M
Finer Wealth Management, Inc. 3.37% Add +1.8% 21,591 $7.0M
MCF Advisors LLC 0.38% Add +66.6% 21,559 $6.9M
Leelyn Smith, LLC 1.00% Reduce -2.8% 21,536 $6.9M
Consolidated Portfolio Review Corp 0.60% Add +100.3% 21,500 $6.9M
Pine Ridge Advisers LLC 0.48% No change 21,500 $6.9M
Cambria Investment Management, L.P. 0.40% Add +39.0% 21,495 $6.9M
Kentucky Trust Co 3.67% Reduce -1.4% 21,486 $6.9M
Joseph Group Capital Management 1.81% Add +2.9% 21,379 $6.9M
Connable Office Inc. 0.63% Reduce -0.8% 21,343 $6.9M
Jump Financial, LLC 0.09% Reduce -38.9% 21,340 $6.9M
Wynn Capital, LLC 3.33% Reduce -5.2% 21,284 $6.9M
River Street Advisors LLC 2.56% Reduce -0.2% 21,244 $6.8M
Marathon Capital Management 1.48% Reduce -0.2% 21,199 $6.8M
Studio Investment Management LLC 1.25% Reduce -1.7% 21,169 $6.8M
Zhang Financial LLC 0.25% Add +6.0% 21,163 $6.8M
United Advisor Group, LLC 0.88% Add +1.2% 21,156 $6.8M
Hohimer Wealth Management, LLC 0.92% Add +0.5% 21,130 $6.8M
Pacifica Partners Inc. 3.02% Reduce -1.8% 20,901 $6.8M
Shrier Wealth Management, LLC 2.71% — 21,107 $6.8M
Abacus Planning Group, Inc. 0.91% Reduce -1.1% 21,094 $6.8M
Butensky & Cohen Financial Security, Inc. 1.84% Reduce -0.7% 21,091 $6.8M
Sheets Smith Wealth Management 0.74% Reduce -4.2% 21,071 $6.8M
Valley Wealth Managers, Inc. 0.43% Reduce -3.0% 21,055 $6.8M
Fire Capital Management LLC 3.38% Add +4.3% 21,051 $6.8M
Signet Investment Advisory Group, Inc. 3.15% Reduce -7.0% 21,048 $6.8M
Delta Financial Advisors LLC 1.76% Add +9.2% 21,011 $6.8M
Accredited Investors Inc. 0.36% Add +2.9% 20,998 $6.8M
Monarch Capital Management Inc. 1.66% Reduce -0.8% 20,940 $6.7M
Seascape Capital Management 1.92% Reduce -4.0% 20,921 $6.7M
TMB Capital Partners, LLC 2.31% — 20,913 $6.7M
Souders Financial Advisors 0.77% Add +0.0% 20,827 $6.7M
InvesTrust 2.59% Reduce -4.0% 20,804 $6.7M
Novem Group 0.78% Reduce -8.4% 20,781 $6.7M
Princeton Capital Management LLC 1.73% Add +0.6% 20,761 $6.7M
SGL Investment Advisors, Inc. 2.72% Reduce -3.0% 21,561 $6.7M
Prevail Innovative Wealth Advisors, LLC 1.20% Add +8.0% 20,750 $6.7M
Mach-1 Financial Group, LLC 1.37% Add +1567.8% 20,714 $6.7M
William Blair Investment Management, LLC 0.02% Reduce -31.2% 20,709 $6.7M
Avidian Wealth Enterprises, LLC 0.24% Reduce -1.2% 20,691 $6.7M
Nwam LLC 0.37% Reduce -11.4% 21,857 $6.7M
Carnegie Lake Advisors LLC 2.54% Reduce -0.2% 20,670 $6.7M
Wittenberg Investment Management, Inc. 2.57% Reduce -2.6% 20,670 $6.7M
Aspen Investment Management Inc 2.01% Add +12.8% 20,670 $6.7M
Central Valley Advisors, LLC 1.99% Reduce -3.5% 20,666 $6.7M
Waldron Private Wealth LLC 0.26% Reduce -10.7% 20,661 $6.7M
EPG Wealth Management LLC 1.79% Add +2.8% 20,658 $6.7M
Acropolis Investment Management, LLC 0.30% Reduce -5.2% 20,571 $6.6M
Itau Unibanco Holding S.A. 0.16% Add +1689.4% 20,560 $6.6M
Zullo Investment Group, Inc. 2.42% Reduce -0.9% 20,536 $6.6M
Gables Capital Management Inc. 2.79% Reduce -10.2% 20,521 $6.6M
Cassaday & Co Wealth Management LLC 0.14% Reduce -7.8% 20,500 $6.6M
Doliver Advisors, LP 1.65% Add +11.0% 20,473 $6.6M
Ritter Daniher Financial Advisory LLC / DE 1.10% Reduce -3.2% 20,439 $6.6M
TTP Investments, Inc. 2.15% Add +0.5% 20,382 $6.6M
Marest Capital, LLC 3.67% Add +4.3% 20,372 $6.6M
Goldstone Financial Group, LLC 0.73% Add +3.1% 20,351 $6.6M
Impact Capital Partners LLC 1.94% Add +1.4% 20,337 $6.6M
True North Advisors, LLC 0.85% Add +0.8% 20,318 $6.5M
Blume Capital Management, Inc. 1.20% Reduce -4.2% 20,306 $6.5M
Trinity Financial Advisors LLC 1.83% Add +2.0% 20,289 $6.5M
Banco de Sabadell, S.A 4.26% Reduce -1.7% 20,281 $6.5M
Capital City Trust Co. 1.45% Add +3.3% 20,244 $6.5M
Midland Wealth Advisors, LLC 0.34% Reduce -7.2% 20,221 $6.5M
Richard Bernstein Advisors LLC 0.19% Reduce -9.9% 20,206 $6.5M
Pinnacle Bancorp, Inc. 1.90% Reduce -3.3% 20,170 $6.5M
Townsquare Capital LLC 1.46% Reduce -18.0% 20,159 $6.5M
Bell Bank 0.28% Add +0.3% 20,132 $6.5M
Citizens & Northern Corp. 1.60% Reduce -18.6% 20,091 $6.5M
Carrera Capital Advisors 1.09% Add +247.9% 20,073 $6.5M
Vista Investment Management 2.13% Reduce -2.7% 20,060 $6.5M
Bison Wealth, LLC 0.73% Reduce -5.2% 22,554 $6.5M
Investment House LLC 0.31% Add +33.6% 20,018 $6.5M
KTF Investments, LLC 1.06% — 20,015 $6.4M
Nicholas Investment Partners, LP 0.53% No change 19,967 $6.4M
Huntleigh Advisors, Inc. 1.09% Add +3.5% 19,959 $6.4M
Tyche Wealth Partners LLC 1.02% Reduce -0.3% 19,949 $6.4M
Massachusetts Wealth Management 2.99% Reduce -2.1% 19,940 $6.4M
Wakefield Asset Management LLLP 1.74% Reduce -1.5% 19,894 $6.4M
Keel Point, LLC 0.39% Reduce -0.1% 19,837 $6.4M
SOL Capital Management CO 0.57% Reduce -4.7% 19,817 $6.4M
Synergy Asset Management, LLC 0.66% Add +560.2% 19,800 $6.4M
Shaker Investments LLC 2.65% Reduce -0.6% 19,799 $6.4M
Continuum Advisory, LLC 0.64% Add +6.0% 19,755 $6.4M
Gold Investment Management Ltd. 2.03% Add +0.9% 19,751 $6.4M
Segment Wealth Management, LLC 0.37% Add +2.1% 19,734 $6.4M
St. Louis Trust Co 0.73% No change 19,717 $6.4M
Wasatch Advisors LP 0.04% Reduce -0.5% 19,674 $6.3M
Intellectus Partners, LLC 1.22% Add +0.3% 19,649 $6.3M
BKM Wealth Management, LLC 2.31% Add +9.9% 19,630 $6.3M
Indivisible Partners 0.69% — 19,630 $6.3M
Moneco Advisors, LLC 0.50% Reduce -2.1% 19,572 $6.3M
Peak Planning Group, LLC 1.77% Add +75.2% 19,564 $6.3M
Summit Global Investments 0.37% Add +32.5% 19,563 $6.3M
Edgewood Management LLC 0.03% No change 19,534 $6.3M
Nicolet Bankshares Inc. 1.01% Reduce -18.3% 19,500 $6.3M
Knott David M Jr 2.91% Reduce -4.4% 19,477 $6.3M
Nvest Financial, LLC 2.60% Add +33.0% 19,437 $6.3M
Zions Bancorporation, National Association 0.29% Add +9.3% 19,363 $6.2M
Huber Capital Management LLC 0.92% No change 19,333 $6.2M
Altfest L J & Co. Inc. 0.68% Add +0.1% 19,330 $6.2M
Annis Gardner Whiting Capital Advisors, LLC 1.18% Add +21.7% 19,291 $6.2M
White Pine Capital LLC 1.71% Reduce -0.2% 19,287 $6.2M
Hunter Perkins Capital Management, LLC 1.44% Reduce -11.7% 19,285 $6.2M
Newman Dignan & Sheerar, Inc. 1.30% Reduce -0.6% 19,280 $6.2M
Channel Wealth LLC 1.57% Add +69.4% 19,248 $6.2M
Harold Davidson & Associates Inc. 2.74% Reduce -3.8% 19,244 $6.2M
Winthrop Partners - WNY, LLC 3.33% — 19,173 $6.2M
Pines Wealth Management, LLC 2.00% Reduce -2.4% 19,165 $6.2M
Headinvest, LLC 1.23% Add +1.6% 19,159 $6.2M
Financiere des Professionnels - Fonds d'investissement inc. 0.35% Reduce -24.4% 19,155 $6.2M
True Freedom Investing, LLC 0.42% New 19,145 $6.2M
Missouri Trust & Investment Co 1.80% Add +3.7% 19,081 $6.1M
Brady Family Wealth, LLC 1.90% Reduce -0.2% 19,055 $6.1M
Chesapeake Asset Management LLC 5.09% Add +0.3% 19,033 $6.1M
Diversified Management Inc. 1.43% — 19,013 $6.1M
Sycomore Asset Management 1.01% No change 29,164 $6.1M
Norris Perne & French LLP 0.40% Add +2.2% 18,982 $6.1M
Wilkins Investment Counsel Inc. 0.89% Reduce -1.9% 18,939 $6.1M
Harvey Investment Co. LLC 0.65% Reduce -0.6% 18,906 $6.1M
Forty-three Eighteen Advisors, LLC 4.73% — 18,884 $6.1M
Processus Wealth & Capital Management, LLC 4.01% Add +0.4% 18,866 $6.1M
Krilogy Financial LLC 0.21% Add +4.2% 20,173 $6.1M
Canton Hathaway, LLC 1.17% No change 18,839 $6.1M
West Michigan Advisors, LLC 1.39% Reduce -2.3% 18,835 $6.1M
DeDora Capital, Inc. 1.44% Reduce -4.4% 18,833 $6.1M
ARP Global Capital Ltd 1.83% — 18,831 $6.1M
Strategic Investment Advisors / MI 0.52% Reduce -1.4% 18,807 $6.1M
Waterloo Capital, L.P. 0.44% Reduce -7.5% 18,801 $6.1M
Legacy CG, LLC 1.69% Reduce -11.4% 18,744 $6.0M
Focused Alpha, LLC 1.77% — 18,722 $6.0M
Wisconsin Capital Management LLC 3.05% Add +0.2% 18,697 $6.0M
Certuity, LLC 0.38% Add +3.7% 18,694 $6.0M
Cypress Wealth Services, LLC 0.83% Add +68.1% 18,684 $6.0M
Cliftonlarsonallen Wealth Advisors, LLC 0.09% Add +15.5% 18,670 $6.0M
Fischer Financial Services, Inc. 1.59% Reduce -2.0% 18,637 $6.0M
Piscataqua Savings Bank 4.21% Reduce -0.6% 18,596 $6.0M
Schwarz Dygos Wheeler Investment Advisors LLC 1.24% No change 18,593 $6.0M
NWF Advisory Services Inc. 0.66% Add +7.0% 18,537 $6.0M
Blueprint Investment Partners LLC 0.64% Add +0.9% 18,506 $6.0M
Financial Advisory Partners, LLC 1.68% Reduce -2.9% 18,505 $6.0M
Morangie Management LLC 4.75% Add +5.1% 18,481 $6.0M
Highline Wealth Partners LLC 1.67% Add +27.3% 18,478 $6.0M
ArrowMark Colorado Holdings LLC 0.13% Reduce -11.3% 18,471 $6.0M
Leisure Capital Management 1.97% Reduce -0.0% 18,463 $5.9M
Aljian Capital Management, LLC 1.18% Reduce -1.1% 18,429 $5.9M
180 Wealth Advisors, LLC 0.68% Add +1.2% 18,428 $5.9M
Integrated Investment Consultants, LLC 1.16% Reduce -27.1% 18,396 $5.9M
Marks Group Wealth Management, Inc 0.57% Add +23.1% 18,360 $5.9M
Evermay Wealth Management LLC 0.66% Reduce -2.2% 18,348 $5.9M
Moseley Investment Management Inc. 1.83% Reduce -5.7% 18,345 $5.9M
James J. Burns & Company, LLC 0.81% Reduce -0.3% 18,322 $5.9M
Viewpoint Investment Partners Corp. 2.81% Add +4.1% 18,310 $5.9M
Clarius Group, LLC 0.34% Add +2.1% 18,297 $5.9M
Farmers & Merchants Trust Co of Chambersburg PA 1.65% Reduce -3.0% 18,285 $5.9M
Weaver Capital Management LLC 1.24% Add +4.1% 18,257 $5.9M
Northcape Wealth Management, LLC 1.66% Reduce -4.1% 18,234 $5.9M
Long Run Wealth Advisors, LLC 1.10% Add +3.2% 18,175 $5.9M
Forza Wealth Management, LLC 2.12% Add +0.9% 18,174 $5.9M
Hedeker Wealth, LLC 1.23% Reduce -2.2% 18,173 $5.9M
Guerra Pan Advisors, LLC 3.47% Reduce -0.1% 18,165 $5.9M
Certified Advisory Corp 0.53% Add +3.6% 18,141 $5.8M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.52% Add +314.6% 18,098 $5.8M
Atlantic Edge Private Wealth Management, LLC 1.45% Add +1.2% 18,097 $5.8M
Voya Financial Advisors, Inc. 0.56% Reduce -2.4% 17,983 $5.8M
Valley Brook Capital Group, Inc. 3.85% Add +3.6% 18,056 $5.8M
Sculati Wealth Management, LLC 2.05% Reduce -1.5% 18,041 $5.8M
S Harris Financial Group, LLC 5.56% — 18,004 $5.8M
Altrius Capital Management Inc 1.23% Add +5.8% 18,000 $5.8M
Monetta Financial Services Inc. 4.15% Reduce -23.4% 18,000 $5.8M
Advisors Management Group Inc. 1.05% Reduce -18.5% 17,973 $5.8M
Platt Wealth Management LLC 5.74% — 17,955 $5.8M
Graybill Wealth Management, LTD. 1.70% Add +0.9% 17,927 $5.8M
Tranquility Partners, LLC 2.08% Reduce -8.1% 17,911 $5.8M
FSB Premier Wealth Management, Inc. 1.83% Add +7.1% 17,881 $5.8M
Oak Asset Management, LLC 1.96% Reduce -0.7% 17,875 $5.8M
KPP Advisory Services LLC 0.84% Add +4.6% 17,865 $5.8M
3Chopt Investment Partners, LLC 1.29% Reduce -0.4% 17,862 $5.8M
Atlas Legacy Advisors, LLC 1.01% Reduce -5.1% 18,029 $5.7M
Advisor Resource Council 2.04% New 18,593 $5.7M
Mayflower Financial Advisors, LLC 0.69% Reduce -2.5% 17,746 $5.7M
Founders Financial Securities LLC 0.34% Add +18.1% 17,737 $5.7M
Snider Financial Group 1.52% Add +2.3% 17,699 $5.7M
First Commonwealth Financial Corp 0.94% Add +0.7% 17,697 $5.7M
Raab & Moskowitz Asset Management LLC 1.25% Reduce -0.5% 17,696 $5.7M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.48% Reduce -7.4% 17,687 $5.7M
San Luis Wealth Advisors LLC 0.95% Add +4.8% 17,684 $5.7M
Portside Wealth Group, LLC 0.77% Add +4.5% 17,658 $5.7M
Alpine Bank Wealth Management 0.80% Reduce -0.3% 17,626 $5.7M
Smith, Moore & Co. 0.43% Reduce -5.6% 17,623 $5.7M
Kampmann Melissa S. 4.20% Reduce -3.1% 18,796 $5.7M
Aureus Asset Management, LLC 0.36% Add +0.3% 17,597 $5.7M
44 Wealth Management LLC 1.90% Reduce -0.9% 17,592 $5.7M
Bank Ozk 2.00% Reduce -6.1% 17,563 $5.7M
CFS Investment Advisory Services, LLC 0.41% Add +6.4% 17,529 $5.6M
Jessup Wealth Management, Inc 1.87% Add +10.0% 17,517 $5.6M
Legacy Advisors, LLC 0.61% Add +9.9% 17,506 $5.6M
Convergence Investment Partners, LLC 1.12% Add +10.0% 17,473 $5.6M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.67% Add +1.1% 17,453 $5.6M
Regal Investment Advisors LLC 0.34% Add +15.7% 17,423 $5.6M
Quadcap Wealth Management, LLC 0.64% Reduce -1.3% 17,415 $5.6M
Aries Wealth Management 1.24% Reduce -0.9% 17,397 $5.6M
Buffalo Business & Estate Services Ltd. 0.81% — 17,396 $5.6M
Okabena Investment Services Inc. 1.07% Reduce -2.1% 17,356 $5.6M
Castle Rock Wealth Management, LLC 1.21% Add +0.9% 18,013 $5.6M
Firetrail Investments PTY Ltd. 1.83% Reduce -27.4% 17,262 $5.6M
Center for Financial Planning, Inc. 0.58% Add +0.4% 17,344 $5.6M
First United Bank & Trust 1.78% Reduce -0.9% 17,334 $5.6M
Game Plan Financial Advisors, LLC 2.43% Reduce -0.6% 17,328 $5.6M
Fairfield, Bush & Co. 2.94% Reduce -5.9% 17,312 $5.6M
Investment Partners, LTD. 1.95% Reduce -3.4% 17,311 $5.6M
Optas, LLC 0.87% Add +5.5% 17,290 $5.6M
Denali Advisors LLC 0.62% Add +0.6% 17,270 $5.6M
Winthrop Advisory Group LLC 0.47% Reduce -8.9% 17,250 $5.6M
Home Federal Bank of Tennessee 1.44% Reduce -1.9% 17,222 $5.5M
Biltmore Family Office, LLC 0.77% Add +11.2% 17,214 $5.5M
LRI Investments, LLC 0.44% Add +0.4% 40,065 $5.5M
Black Swift Group, LLC 0.92% Add +233.5% 17,140 $5.5M
Point72 Asset Management 0.01% New 17,103 $5.5M
MeadowBrook Investment Advisors LLC 4.78% Reduce -0.6% 17,096 $5.5M
Affinity Wealth Management LLC 0.78% Reduce -2.8% 17,095 $5.5M
BOK Financial Private Wealth, Inc. 0.34% Reduce -6.0% 17,091 $5.5M
Worth Financial Advisory Group, LLC 2.67% Reduce -0.1% 17,077 $5.5M
Transatlantique Private Wealth LLC 1.72% Reduce -1.9% 17,143 $5.5M
Cornell Pochily Investment Advisors, Inc. 1.59% Add +1.9% 17,034 $5.5M
Guardian Capital LP 0.16% Add +30.3% 16,980 $5.5M
Tiemann Investment Advisors, LLC 2.12% Reduce -3.6% 16,969 $5.5M
Titleist Asset Management, LLC 0.44% Add +17.7% 16,946 $5.5M
Stonebrook Private Inc. 1.14% Reduce -49.0% 16,944 $5.5M
Investment Advisory Services Inc. /TX 1.71% Reduce -2.6% 16,922 $5.5M
Mattson Financial Services, LLC 1.27% Reduce -2.4% 16,918 $5.5M
Ranch Capital Advisors Inc. 2.01% Add +4.0% 16,916 $5.5M
Wealth Alliance, LLC 0.53% Reduce -5.7% 16,907 $5.4M
HF Advisory Group, LLC 1.90% Add +7.1% 16,906 $5.4M
Edge Financial Advisors LLC 2.29% Add +0.4% 8,452 $5.4M
Cetera Trust Company, N.A 2.91% Reduce -0.6% 16,869 $5.4M
Glen Eagle Advisors, LLC 0.74% Reduce -10.7% 16,859 $5.4M
Boltwood Capital Management 1.41% Reduce -0.6% 16,852 $5.4M
Interchange Capital Partners, LLC 1.01% Add +2.6% 16,845 $5.4M
WP Advisors, LLC 1.35% Reduce -4.4% 16,837 $5.4M
Tradition Wealth Management, LLC 0.39% Add +1.8% 16,831 $5.4M
Brookmont Capital Management 3.13% Reduce -0.8% 16,808 $5.4M
Magnolia Capital Advisors LLC 1.14% Add +1.0% 16,798 $5.4M
Beaumont Financial Advisors, LLC 0.36% Reduce -17.3% 16,771 $5.4M
Resurgent Financial Advisors LLC 2.72% Reduce -5.3% 16,769 $5.4M
Capital Group Investment Management Pte. LTD. 0.88% Reduce -54.8% 16,765 $5.4M
Wills Financial Group LLC 2.06% Reduce -0.5% 16,740 $5.4M
Opinicus Capital, Inc. 3.76% Reduce -5.3% 16,737 $5.4M
Searle & Co. 1.39% No change 16,692 $5.4M
Aster Capital Management (DIFC) Ltd 2.35% New 16,675 $5.4M
Bull Street Advisors, LLC 2.50% Reduce -0.9% 16,671 $5.4M
Generali Investments, Management Co LLC 1.07% Reduce -12.5% 16,641 $5.4M
Vision Financial Markets LLC 5.46% Reduce -0.7% 16,593 $5.3M
KP Management LLC 1.66% No change 16,527 $5.3M
Sweeney & Michel, LLC 1.57% Reduce -4.2% 17,127 $5.3M
Natural Investments, LLC 1.32% Add +7.7% 16,508 $5.3M
PCM Encore, LLC 1.13% — 16,499 $5.3M
Sawgrass Asset Management LLC 0.66% No change 16,499 $5.3M
Grandview Asset Management LLC 1.46% Add +7.6% 16,491 $5.3M
Antonelli Financial Advisors, LLC 3.49% Reduce -0.9% 16,483 $5.3M
Tandem Capital Management Corp. 2.41% Reduce -0.3% 16,412 $5.3M
Florida Financial Advisors, LLC 1.44% Add +20.1% 16,437 $5.3M
Catherine Avery Investment Management LLC 3.16% Reduce -1.3% 16,399 $5.3M
Central Pacific Bank - Trust Division 0.67% Reduce -0.3% 16,353 $5.3M
Legato Capital Management LLC 0.45% Add +74.9% 16,344 $5.3M
Monograph Wealth Advisors, LLC 0.52% Add +0.0% 16,337 $5.3M
Bank Hapoalim BM 0.47% Reduce -5.6% 16,334 $5.3M
Wellspring Financial Advisors, LLC 0.42% Add +364.8% 16,313 $5.3M
Chung Wu Investment Group, LLC 4.30% Add +6.5% 16,317 $5.3M
Integrity Financial Corp 2.66% Add +5.6% 16,310 $5.3M
ZEGA Investments, LLC 1.02% Add +8.4% 16,305 $5.3M
Platform Wealth Management, LLC 1.39% — 16,165 $5.2M
Condor Capital Management 0.42% Reduce -0.8% 16,164 $5.2M
Brasada Capital Management, LP 0.90% Add +5.5% 15,988 $5.2M
Central Bank & Trust Co. 0.80% Reduce -2.2% 16,134 $5.2M
Kesler, Norman & Wride, LLC 0.89% Add +13.7% 16,129 $5.2M
Raelipskie Partnership 2.17% Add +0.3% 16,088 $5.2M
Arbor Trust Wealth Advisors, LLC 2.27% Reduce -3.5% 16,087 $5.2M
Invera Wealth Advisors, LLC 3.27% Reduce -4.7% 16,064 $5.2M
Sfmg, LLC 0.35% Add +5.7% 16,060 $5.2M
Rydar Equities, Inc. 4.03% Add +2.3% 16,040 $5.2M
Hartford Funds Management Co LLC 0.42% Add +38.1% 15,996 $5.2M
Register Financial Advisors LLC 2.01% Reduce -2.1% 15,986 $5.2M
Triad Wealth Partners, LLC 0.49% Add +54.4% 15,964 $5.1M
Martin & Co. Inc. 0.88% Add +3.0% 15,952 $5.1M
Vega Investment Solutions 0.82% — 15,927 $5.1M
FLC Capital Advisors 0.95% No change 15,921 $5.1M
CNB Bank 2.10% Add +0.3% 15,920 $5.1M
Lafayette Investments, Inc. 0.97% Reduce -0.8% 15,889 $5.1M
MJP Associates Inc. 0.64% Add +1.8% 15,872 $5.1M
Verus Capital Partners, LLC 0.34% Add +1.3% 15,843 $5.1M
Park Place Capital Corp 1.06% Reduce -4.6% 15,838 $5.1M
Crews Bank & Trust 0.73% Reduce -1.6% 15,819 $5.1M
NWM Advisors, LLC 4.40% — 15,710 $5.1M
Institute for Wealth Management, LLC. 0.54% Reduce -2.1% 15,700 $5.1M
Ironwood Financial, llc 0.86% Add +0.0% 15,582 $5.1M
Chatham Capital Group, Inc. 0.72% Add +1.1% 15,680 $5.1M
Trivant Custom Portfolio Group, LLC 2.91% Reduce -0.9% 15,672 $5.0M
Runnymede Capital Advisors, Inc. 2.91% Add +2333.5% 15,672 $5.0M
Buckhead Capital Management LLC 1.81% Reduce -10.3% 15,665 $5.0M
Advyzon Investment Management, LLC 0.59% Add +84.3% 15,655 $5.0M
Dillon & Associates Inc. 0.65% Reduce -0.3% 15,665 $5.0M
GS Investments, Inc. 2.74% Reduce -5.9% 15,640 $5.0M
Centric Wealth Management 1.06% Add +4.2% 16,345 $5.0M
Outfitters Financial LLC 3.96% Reduce -3.7% 15,612 $5.0M
Clear Creek Financial Management, LLC 0.41% Reduce -0.5% 15,554 $5.0M
Enterprise Financial Services Corp 2.54% Reduce -3.3% 15,540 $5.0M
Commonwealth Financial Services, LLC 0.82% Reduce -9.3% 15,496 $5.0M
Convergence Financial, LLC 0.73% Add +1.9% 15,472 $5.0M
Northstar Advisory Group, LLC 1.77% Reduce -16.7% 15,456 $5.0M
Marshall Investment Management, LLC 2.50% Add +7.6% 15,452 $5.0M
Accent Capital Management, LLC 2.14% Add +0.0% 15,423 $5.0M
BIP Wealth, LLC 0.18% Add +111.4% 15,411 $5.0M
Richards, Merrill & Peterson, Inc. 1.90% Add +5.8% 15,376 $5.0M
Juno Financial Group LLC 1.98% — 15,365 $5.0M
Quadrant Private Wealth Management, LLC 0.81% Add +4.7% 15,358 $4.9M
Integral Investment Advisors, Inc. 1.23% Add +2.9% 15,336 $4.9M
Quent Capital, LLC 0.36% Add +10.5% 15,315 $4.9M
Capital Financial Group Inc\co\ 2.75% — 15,303 $4.9M
Counterweight Ventures, LLC 2.77% Reduce -0.1% 15,300 $4.9M
TBH Global Asset Management, LLC 0.82% Reduce -2.5% 15,294 $4.9M
Saxon Interests, Inc. 1.74% Add +0.9% 15,251 $4.9M
Elevatus Welath Management 1.34% Add +1.3% 15,241 $4.9M
Tred Avon Family Wealth, LLC 1.60% Add +6.5% 15,230 $4.9M
Sawyer & Company, Inc 1.73% Reduce -1.6% 15,210 $4.9M
Tounjian Advisory Partners, LLC 1.66% Add +2.5% 15,200 $4.9M
Hanson & Doremus Investment Management 0.59% Reduce -4.1% 15,186 $4.9M
Alteri Wealth LLC 1.58% Add +0.3% 15,162 $4.9M
Dumont & Blake Investment Advisors LLC 1.17% Reduce -0.6% 15,155 $4.9M
GoalVest Advisory LLC 0.94% Reduce -4.3% 15,151 $4.9M
Octavia Wealth Advisors, LLC 0.47% Reduce -18.8% 15,142 $4.9M
Twelve Points Wealth Management LLC 1.10% Reduce -1.6% 14,820 $4.9M
Ullmann Wealth Partners Group, LLC 0.51% No change 15,656 $4.9M
Crescent Sterling, Ltd. 4.99% Reduce -0.7% 15,107 $4.9M
Stillwater Wealth Management Group 3.30% Add +0.5% 15,101 $4.9M
JPL Wealth Management, LLC 1.18% Reduce -3.0% 15,078 $4.9M
Hudson Value Partners, LLC 1.45% Reduce -2.4% 15,046 $4.9M
Boit C F David 2.10% No change 14,751 $4.9M
Holistic Financial Partners 1.76% Reduce -2.6% 15,070 $4.9M
Purus Wealth Management, LLC 1.51% Reduce -2.6% 15,069 $4.9M
Van Cleef Asset Management,Inc 0.49% Reduce -0.8% 15,044 $4.8M
Prestige Wealth Management Group LLC 0.92% Add +3.8% 15,036 $4.8M
Maltese Capital Management LLC 0.87% Reduce -26.8% 15,014 $4.8M
Quotient Wealth Partners, LLC 0.13% Add +2.1% 15,008 $4.8M
TCI Wealth Advisors, Inc. 0.27% Reduce -2.6% 15,005 $4.8M
Bleichroeder LP 0.85% No change 15,000 $4.8M
Aberdeen Wealth Management LLC 2.23% Add +0.9% 14,962 $4.8M
Tannin Capital LLC 4.31% — 14,961 $4.8M
Burke & Herbert Bank & Trust Co. 1.33% Reduce -8.5% 14,955 $4.8M
First City Capital Management, Inc. 2.55% Reduce -4.3% 14,953 $4.8M
Hamel Associates, Inc. 1.45% Reduce -17.5% 14,939 $4.8M
Elyxium Wealth, LLC 1.33% Reduce -0.0% 14,933 $4.8M
Prosperitas Financial LLC 1.87% Add +2.7% 14,924 $4.8M
Triumph Capital Management 1.04% Add +928.0% 14,895 $4.8M
Archer Investment Corp 1.08% Reduce -15.9% 14,845 $4.8M
Onyx Bridge Wealth Group LLC 0.51% Add +1.8% 14,822 $4.8M
PGIM Custom Harvest LLC 0.07% Add +4.6% 14,819 $4.8M
Greenline Partners, LLC 0.55% Add +7.0% 14,816 $4.8M
SWS Partners 1.15% Add +4.8% 14,773 $4.8M
Flavin Financial Services, Inc. 3.26% Reduce -0.4% 14,766 $4.8M
Nvwm, LLC 1.03% Reduce -2.3% 14,753 $4.8M
Peterson Wealth Management 3.53% Add +1.2% 14,746 $4.8M
KLCM Advisors, Inc. 0.41% Reduce -2.8% 14,722 $4.7M
Roof Eidam Maycock Peralta, LLC 1.07% Reduce -0.7% 14,691 $4.7M
Canopy Partners, LLC 1.54% Reduce -1.4% 14,686 $4.7M
Hicks Capital Management LLC 4.77% No change 14,682 $4.7M
Vectors Research Management, LLC 1.44% Reduce -2.4% 14,679 $4.7M
Eclectic Associates Inc. 0.74% Reduce -6.1% 14,657 $4.7M
Blackstone Inc. 0.02% Add +540.3% 14,656 $4.7M
Maseco LLP 0.21% Reduce -1.6% 14,644 $4.7M
Sterling Investment Counsel, LLC 1.35% Add +14.0% 15,462 $4.7M
Blue Capital, Inc. 3.36% Add +0.1% 14,637 $4.7M
Baron Silver Stevens Financial Advisors, LLC 0.68% Add +75.5% 14,618 $4.7M
Canvas Wealth Advisors, LLC 0.80% Add +14.6% 14,554 $4.7M
FSM Wealth Advisors, LLC 0.64% Reduce -11.7% 14,498 $4.7M
VCI Wealth Management LLC 1.30% Reduce -2.6% 14,475 $4.7M
J.Safra Asset Management Corp 0.24% Add +7.8% 14,461 $4.7M
Chapman Financial Group, LLC 3.17% Reduce -1.3% 14,423 $4.6M
TOWER TRUST & INVESTMENT Co 2.92% Reduce -6.4% 14,383 $4.6M
Jackson Hole Capital Partners, LLC 0.79% Reduce -0.9% 14,350 $4.6M
Old Mission Investment Co LLC 1.11% Add +1.1% 14,332 $4.6M
Weik Capital Management 1.73% Reduce -0.3% 14,322 $4.6M
Rothschild Wealth LLC 0.44% Add +29.3% 14,321 $4.6M
Hartline Investment Corp./ 0.50% Add +3.2% 14,320 $4.6M
Phoenix Wealth Advisors 1.77% Add +0.7% 14,317 $4.6M
Wealth Alliance Advisory Group, LLC 0.79% Add +5.6% 14,311 $4.6M
Kiley Juergens Wealth Management, LLC 1.00% Add +0.7% 14,292 $4.6M
BOS Asset Management, LLC 1.24% Add +0.3% 14,282 $4.6M
Lodestone Wealth Management LLC 1.87% Reduce -4.7% 14,261 $4.6M
Fiduciary Family Office, LLC 1.32% Add +0.7% 14,248 $4.6M
Aull & Monroe Investment Management Corp 2.30% Add +1.3% 14,226 $4.6M
Cornerstone Planning, LLC 1.06% — 14,179 $4.6M
Southland Equity Partners LLC 0.90% Reduce -0.2% 14,203 $4.6M
Sittner & Nelson, LLC 1.62% Add +0.3% 14,186 $4.6M
McCarter Private Wealth Services LLC 2.06% Reduce -0.3% 14,192 $4.6M
FWL Investment Management, LLC 1.10% Add +2.1% 14,176 $4.6M
Wealth Intelligence, LLC 2.26% — 14,159 $4.6M
Affinity Investment Advisors, LLC 3.03% Reduce -0.4% 14,157 $4.6M
Ameliora Wealth Management Ltd. 1.39% Add +11.2% 14,131 $4.6M
Revolve Wealth Partners, LLC 0.53% Reduce -0.3% 14,123 $4.6M
Peoples Financial Services Corp. 2.12% Reduce -3.3% 14,123 $4.6M
Bedell Frazier Investment Counselling, LLC 0.88% Add +0.2% 14,118 $4.5M
Pinnacle West Asset Management, Inc. 2.95% Reduce -2.7% 14,100 $4.5M
Congress Park Capital LLC 1.35% Reduce -0.7% 14,082 $4.5M
Beck Capital Management, LLC 1.08% Add +1.8% 14,063 $4.5M
Weatherly Asset Management L. P. 0.35% Reduce -0.7% 14,002 $4.5M
Catalyst Funds Management Pty Ltd 1.05% Reduce -42.1% 14,000 $4.5M
Cim Investment Management Inc. 1.18% No change 13,983 $4.5M
Evelyn Partners Investment Management (Europe) Ltd 1.46% Reduce -2.6% 13,961 $4.5M
Twin City Private Wealth, LLC 3.40% Add +3.7% 13,956 $4.5M
Marathon Wealth Advisors LLC 1.79% — 13,948 $4.5M
Perpetual Ltd 0.07% Add +49.3% 13,946 $4.5M
Liberty One Investment Management, LLC 0.57% Reduce -46.7% 13,937 $4.5M
Silver Oak Securities, Incorporated 0.30% Reduce -0.9% 13,883 $4.5M
Uhlmann Price Securities, LLC 2.66% Add +0.0% 13,934 $4.5M
Breakwater Capital Group 0.63% Add +0.1% 13,923 $4.5M
Stiles Financial Services Inc 1.38% Add +4.7% 13,909 $4.5M
Twin Lakes Capital Management, LLC 1.99% Reduce -0.3% 13,902 $4.5M
Dagco, Inc. 1.03% Reduce -0.6% 13,857 $4.5M
Manchester Capital Management LLC 0.61% Add +16.1% 13,851 $4.5M
Empirical Asset Management, LLC 1.26% Reduce -3.2% 18,280 $4.5M
W1M Asset Management Ltd 0.05% New 13,793 $4.4M
CrossGen Wealth, LLC 3.91% — 13,781 $4.4M
Ballast, Inc. 1.04% Reduce -0.7% 13,770 $4.4M
Snowwater Investment Partners, LLC 4.08% — 13,767 $4.4M
BankPlus Trust Department 1.16% Reduce -1.9% 13,763 $4.4M
Delta Asset Management LLC 0.38% Reduce -1.1% 13,746 $4.4M
Xxi Wealth, LLC 2.69% — 13,733 $4.4M
Alta Wealth Advisors LLC 1.48% Add +2.9% 13,718 $4.4M
Orca Wealth Management, LLC 3.16% Reduce -0.2% 14,032 $4.4M
Legacy Capital Group California, Inc. 1.07% Reduce -0.8% 13,690 $4.4M
Loudon Investment Management, LLC 2.30% Reduce -0.7% 13,655 $4.4M
Foster Victor Wealth Advisors, LLC 0.26% Add +64.0% 14,057 $4.4M
Park Edge Advisors, LLC 0.99% Reduce -1.2% 13,621 $4.4M
Resolute Wealth Strategies, LLC 1.92% Add +0.9% 13,614 $4.4M
Aft, Forsyth & Sober, LLC 1.33% No change 13,600 $4.4M
Insight Inv LLC 2.46% Add +0.8% 13,599 $4.4M
MGB Wealth Management, LLC 1.25% Add +6.8% 13,588 $4.4M
Argus Investors' Counsel, Inc. 3.50% Add +1.2% 13,590 $4.4M
Meriwether Wealth & Planning, LLC 2.47% Reduce -6.7% 13,577 $4.4M
Schear Investment Advisers, LLC 1.88% Add +1.1% 13,574 $4.4M
Signature Wealth Management Partners, LLC 2.16% Add +0.1% 13,544 $4.4M
Monetary Solutions, Ltd 4.30% — 13,543 $4.4M
MBL Wealth, LLC 0.35% Add +27.3% 13,537 $4.4M
Account Management LLC 4.67% No change 13,513 $4.4M
Highview Capital Management LLC 1.54% Add +0.9% 13,513 $4.4M
Vines Capital Management, LLC 4.24% — 13,510 $4.4M
LYNX Capital Group Ltd. 1.99% Reduce -1.1% 13,476 $4.3M
Benedict Financial Advisors Inc. 0.91% Add +3.0% 13,462 $4.3M
Prudent Man Advisors, LLC 1.58% Reduce -1.8% 13,461 $4.3M
Advisory Alpha, LLC 0.12% Add +4.7% 13,405 $4.3M
Cornerstone Advisory, LLC 0.41% Reduce -0.9% 13,388 $4.3M
Sovran Advisors, LLC 0.37% Add +38.9% 13,896 $4.3M
Weil Company, Inc. 0.99% Reduce -8.2% 13,335 $4.3M
NORTHSTAR ASSET MANAGEMENT Co 0.91% No change 13,325 $4.3M
Traphagen Investment Advisors LLC 0.35% Add +1.9% 13,308 $4.3M
LMG Wealth Partners, LLC 0.80% Add +0.2% 13,308 $4.3M
Purkiss Capital Advisors LLC 2.00% Add +0.9% 13,259 $4.3M
Asset One Wealth Management LLC 0.58% — 13,857 $4.3M
Jones Kertz & Associates, Inc. 2.19% — 13,244 $4.3M
Turn8 Private Wealth Inc. 3.05% Reduce -0.4% 13,218 $4.3M
Select Asset Management & Trust 1.32% Reduce -0.5% 13,199 $4.3M
Purpose Unlimited Inc. 0.20% — 13,190 $4.3M
First Dallas Securities Inc. 1.58% Reduce -4.7% 13,167 $4.2M
First National Bank of Hutchinson 2.49% Add +2.4% 13,166 $4.2M
Global Financial Private Client, LLC 1.49% Add +0.6% 13,156 $4.2M
Abundance Wealth Counselors 0.71% Add +0.6% 13,110 $4.2M
Wealth Architects, LLC 0.38% Reduce -1.7% 13,108 $4.2M
Advus Financial Partners, LLC 1.02% Reduce -6.4% 13,106 $4.2M
Ascentis Wealth Management, LLC 1.08% Add +2.7% 13,070 $4.2M
Grey Ledge Advisors, LLC 0.95% Reduce -1.4% 13,073 $4.2M
Wiregrass Investment Management LLC 3.52% — 13,068 $4.2M
Overbrook Management Corp 0.73% Reduce -4.3% 13,057 $4.2M
Rhodes Investment Advisors Inc. 3.40% — 13,054 $4.2M
Longaeva Partners L.P. 0.50% New 13,050 $4.2M
Cordgrass Capital Advisors, LLC 1.01% Add +0.1% 13,037 $4.2M
Hilltop Partners LLC 1.08% Add +29.6% 13,002 $4.2M
EULAV Asset Management 0.11% No change 13,000 $4.2M
West Family Investments, Inc. 0.98% Reduce -15.0% 12,998 $4.2M
Alaethes Wealth, LLC 1.17% Reduce -0.3% 12,940 $4.2M
Greenwich Wealth Management LLC 0.19% Add +1.7% 12,932 $4.2M
Golden State Wealth Management, LLC 0.44% Add +0.6% 12,928 $4.2M
Retirement Planning Group, LLC 0.14% Add +1.3% 12,904 $4.2M
QV Investors Inc. 0.34% Reduce -7.7% 12,895 $4.2M
Eagle Bluffs Wealth Management LLC 1.68% Add +2.5% 12,887 $4.2M
Burford Brothers, Inc. 1.71% Add +0.1% 12,878 $4.1M
Waddell & Associates, LLC 0.28% Reduce -3.5% 12,854 $4.1M
Royal Harbor Partners, LLC 1.37% Reduce -3.9% 12,852 $4.1M
Heartland Bank & Trust Co 1.75% Reduce -1.5% 12,826 $4.1M
Brendel Financial Advisors LLC 2.03% Reduce -0.0% 12,814 $4.1M
Main Street Financial Solutions, LLC 0.31% Reduce -45.4% 12,804 $4.1M
Marion Wealth Management 0.92% Add +0.4% 13,838 $4.1M
Genus Capital Management Inc. 0.48% Reduce -62.1% 12,757 $4.1M
PYA Waltman Capital, LLC 1.10% Add +1.4% 12,752 $4.1M
Caldwell Investment Management Ltd. 2.52% No change 12,700 $4.1M
Precedent Wealth Partners, LLC 0.86% Add +1.4% 12,734 $4.1M
Audent Global Asset Management, LLC 2.59% Add +10.6% 12,715 $4.1M
WBH Advisory Inc. 0.30% Add +0.4% 12,714 $4.1M
Palumbo Wealth Management LLC 1.01% Add +2.5% 12,712 $4.1M
Cerro Pacific Wealth Advisors LLC 1.10% Reduce -1.7% 12,698 $4.1M
Montz Harcus Wealth Management LLC 1.66% Add +12.1% 12,679 $4.1M
Cranbrook Wealth Management, LLC 0.80% Add +13.6% 12,666 $4.1M
Frec Markets, Inc. 1.19% — 12,646 $4.1M
Advisors Preferred, LLC 0.66% No change 12,500 $4.1M
Davidson Trust Co. 1.70% Add +6.2% 12,623 $4.1M
Aire Advisors, LLC 0.74% Add +0.3% 12,621 $4.1M
Nicholas Hoffman & Company, LLC. 0.09% Add +1.0% 12,611 $4.1M
Crewe Advisors LLC 0.36% Add +0.7% 12,603 $4.1M
Acorn Wealth Advisors, LLC 1.21% Reduce -0.4% 12,598 $4.1M
Jeppson Wealth Management, LLC 1.28% Reduce -0.2% 12,576 $4.1M
Allred Capital Management, LLC 1.46% Reduce -1.0% 12,548 $4.0M
Berger Financial Group, Inc 0.23% Add +1.4% 12,548 $4.0M
Legacy Wealth Management, LLC / MS 1.08% Add +15.8% 12,544 $4.0M
Axecap Investments, LLC 2.49% Add +6.4% 12,527 $4.0M
Yarger Wealth Strategies, LLC 1.73% Add +24.9% 12,524 $4.0M
Blue Square Asset Management, LLC 1.79% Add +0.4% 12,520 $4.0M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.35% Reduce -1.3% 12,517 $4.0M
Bayview Asset Management, LLC 3.63% Add +150.0% 12,500 $4.0M
Sustainable Insight Capital Management, LLC 1.34% Reduce -14.3% 12,497 $4.0M
Bernard Wealth Management Corp. 1.63% Reduce -0.5% 12,494 $4.0M
Virtus Wealth Solutions LLC 0.76% Add +2.3% 12,488 $4.0M
SmartHarvest Portfolios, LLC 1.40% — 12,485 $4.0M
Asahi Life Asset Management Co., LTD. 2.24% Reduce -6.4% 12,467 $4.0M
IPG Investment Advisors LLC 0.70% Reduce -30.6% 12,453 $4.0M
Monument Capital Management 1.00% Reduce -1.5% 12,451 $4.0M
One Charles Private Wealth Services, LLC 1.04% Reduce -7.6% 12,438 $4.0M
CGN Advisors LLC 0.32% Reduce -1.9% 12,434 $4.0M
Sunpointe, LLC 1.32% Add +2.1% 12,388 $4.0M
DMKC Advisory Services, LLC 1.75% Add +8.6% 12,378 $4.0M
Kathmere Capital Management, LLC 0.27% Add +21.6% 12,378 $4.0M
Aft, Forsyth & Company, Inc. 1.72% Add +0.2% 12,363 $4.0M
Sage Investment Advisers LLC 2.98% — 12,349 $4.0M
Strong Tower Advisory Services 0.71% Add +2.7% 12,307 $4.0M
Alpha Financial Partners LLC 2.42% Add +345.9% 12,288 $4.0M
Ceeto Capital Group, LLC 1.15% Add +5.7% 12,275 $4.0M
Peoples Bank 2.45% Reduce -5.8% 12,268 $4.0M
Consilium Wealth Advisory, LLC 1.46% Add +0.8% 12,266 $4.0M
Left Brain Wealth Management, LLC 1.37% New 12,266 $4.0M
TradeWell Securities, LLC. 1.53% Reduce -0.9% 12,216 $3.9M
Correct Capital Wealth Management 0.74% Add +6.3% 12,208 $3.9M
Atlas Capital Advisors Inc. 0.44% — 12,201 $3.9M
Gleason Group, Inc. 0.39% Add +0.4% 12,198 $3.9M
Ellerson Group Inc. 2.66% No change 12,195 $3.9M
Cozad Asset Management Inc. 0.30% Add +1.8% 12,187 $3.9M
CVA Family Office, LLC 0.45% Add +5.4% 12,174 $3.9M
Capital Planning Advisors, LLC 0.52% Add +12.0% 12,136 $3.9M
Mb, Levis & Associates, LLC 1.65% Reduce -2.0% 12,129 $3.9M
Wulff, Hansen & Co. 3.27% Reduce -1.1% 12,101 $3.9M
Lantern Wealth Advisors, LLC 2.07% Add +0.8% 12,079 $3.9M
Marvin & Palmer Associates Inc. 2.75% Reduce -54.5% 12,070 $3.9M
Victrix Investment Advisors 1.50% Reduce -1.3% 12,008 $3.9M
Winthrop Capital Management, LLC 0.90% Reduce -9.2% 11,999 $3.9M
Marin Bay Wealth Advisors, LLC 2.21% — 11,979 $3.9M
LCNB Corp. 1.29% Add +3.6% 11,976 $3.9M
Hager Investment Management Services, LLC 2.10% Reduce -5.5% 11,975 $3.9M
Etesian Wealth Advisors, Inc. 1.21% Reduce -2.7% 11,970 $3.9M
Solitude Financial Services 1.27% Add +8.1% 11,939 $3.8M
Wealth Management Partners, LLC 1.10% Reduce -1.1% 11,921 $3.8M
Carl P. Sherr & Co., LLC 1.71% Reduce -0.5% 12,539 $3.8M
Lakeridge Wealth Management LLC 1.74% Add +1.5% 11,898 $3.8M
Central Asset Investments & Management Holdings (HK) Ltd 2.55% Add +121.1% 11,892 $3.8M
Aldebaran Financial Inc. 3.54% Add +1.7% 11,830 $3.8M
Security Financial Services, INC. 0.60% Add +0.5% 11,869 $3.8M
Sepio Capital, LP 0.21% Add +99.8% 11,854 $3.8M
Core Wealth Partners LLC 1.72% Add +1.5% 11,854 $3.8M
Falcon Wealth Planning 0.32% Reduce -13.4% 11,847 $3.8M
Capital Advisors Wealth Management, LLC 0.52% Add +2.9% 11,845 $3.8M
Orleans Capital Management Corp. 2.37% Reduce -0.2% 11,826 $3.8M
Davidson Capital Management Inc. 0.82% Add +3.7% 11,819 $3.8M
Meadowbrook Advisors Group, LLC 2.14% — 11,807 $3.8M
Woodward Diversified Capital, LLC 1.74% Add +0.6% 11,775 $3.8M
Cannon Advisors, Inc. 2.68% Reduce -6.2% 12,320 $3.8M
Inscription Capital, LLC 0.39% Reduce -0.3% 11,740 $3.8M
Total Clarity Wealth Management, Inc. 0.91% Add +0.0% 11,697 $3.8M
Cornerstone Enterprises, LLC 1.80% Add +19.2% 11,685 $3.8M
Cookson Peirce & Co. Inc. 0.16% Add +2.8% 11,683 $3.8M
Churchill Financial Advisors, LLC 1.15% — 11,669 $3.8M
CRA Financial Services, LLC 0.49% Add +0.3% 11,664 $3.8M
Vicus Capital 0.28% Reduce -9.0% 11,660 $3.8M
Aristotle Capital Management, LLC 0.01% Reduce -4.2% 11,644 $3.8M
Eads & Heald Wealth Management 1.81% Reduce -2.7% 11,639 $3.8M
Kenora Financial, LLC 1.26% Reduce -5.8% 11,633 $3.7M
GKV Capital Management Co., Inc. 1.40% Add +9.1% 11,628 $3.7M
Summit Asset Management, LLC 0.53% Add +0.1% 11,607 $3.7M
BCGM Wealth Management, LLC 0.95% Reduce -26.5% 11,594 $3.7M
Calton & Associates, Inc. 0.55% Add +1.3% 11,577 $3.7M
Ballast Rock Private Wealth LLC 2.33% — 11,574 $3.7M
Gallagher Capital Advisors, LLC 2.41% Reduce -4.7% 11,570 $3.7M
Beacon Financial Advisory LLC 0.86% Reduce -18.1% 11,564 $3.7M
Meadow Creek Wealth Advisors LLC 2.38% Reduce -1.0% 11,536 $3.7M
FWG Holdings, LLC 1.41% Reduce -0.4% 12,146 $3.7M
Mainstay Capital Management LLC 0.28% Add +0.7% 11,526 $3.7M
Spahn Wealth & Retirement LLC 2.30% Add +1.4% 11,521 $3.7M
Valley National Advisers Inc. 0.51% Add +7.7% 11,518 $3.7M
Sonata Capital Group Inc. 1.34% Add +6.6% 11,510 $3.7M
Pekin Hardy Strauss, Inc. 0.34% Add +14.2% 11,506 $3.7M
Auxano Advisors, LLC 0.73% Reduce -0.2% 11,503 $3.7M
Slocum, Gordon & Co LLP 2.68% Reduce -1.8% 11,473 $3.7M
Moss Adams Wealth Advisors LLC 0.27% Add +3.0% 11,466 $3.7M
Jain Global LLC 0.04% Reduce -54.9% 11,418 $3.7M
Rockingstone Advisors LLC 1.68% Add +4.1% 11,412 $3.7M
Pinnacle Holdings, LLC 1.40% Reduce -1.4% 11,412 $3.7M
Miller Investment Management, LP 0.36% No change 11,410 $3.7M
St. Johns Investment Management Company, LLC 1.53% Add +0.9% 11,406 $3.7M
Carmignac Gestion 0.05% Add +21.6% 11,400 $3.7M
Mitchell Sinkler & Starr 1.66% Reduce -1.0% 11,389 $3.7M
Finivi Inc. 2.12% Reduce -3.0% 11,375 $3.7M
Morton Capital Management LLC 0.56% Reduce -3.5% 11,373 $3.7M
Ruggiero Investments, Inc. 3.31% — 11,363 $3.7M
SWP Investment Management LLC 2.65% Add +33.3% 11,352 $3.7M
North Dallas Bank & Trust Co. 2.38% — 11,348 $3.7M
Daytona Street Capital LLC 2.84% — 11,342 $3.7M
BSW Wealth Partners 0.44% Reduce -5.5% 11,319 $3.6M
Hudson Canyon Capital Management 2.13% Reduce -3.6% 11,300 $3.6M
Tempo Wealth, LLC 0.65% — 11,299 $3.6M
Tempus Wealth Planning, LLC 0.83% Reduce -2.8% 11,298 $3.6M
Summit Financial Wealth Advisors, LLC 0.52% Reduce -0.8% 11,298 $3.6M
Millstone Evans Group, LLC 2.14% Reduce -0.5% 11,297 $3.6M
Well Done, LLC 0.54% Reduce -0.4% 11,284 $3.6M
Aldebaran Capital, LLC 3.26% Reduce -1.7% 11,282 $3.6M
Financial Management Professionals, Inc. 0.37% Reduce -0.0% 11,272 $3.6M
Apollon Financial, LLC 0.53% Add +18.1% 11,253 $3.6M
Greater Midwest Financial Group, LLC 2.03% Add +3.8% 11,251 $3.6M
Abel Hall, LLC 0.85% Add +111.0% 11,248 $3.6M
Sound Income Strategies, LLC 0.17% Add +4.6% 11,598 $3.6M
Aspetuck Financial Management LLC 2.43% Add +0.1% 11,225 $3.6M
Paradigm Capital Management, LLC 3.40% Add +3.6% 11,218 $3.6M
First Command Advisory Services, Inc. 0.03% Add +5.1% 11,184 $3.6M
Mosaic Family Wealth Partners, LLC 0.40% Add +57.5% 11,180 $3.6M
Hilltop National Bank 0.87% Add +8.0% 11,167 $3.6M
Directional Asset Management 3.15% — 11,150 $3.6M
SYM FINANCIAL Corp 0.37% Add +1.4% 11,120 $3.6M
Quantitative Investment Management, LLC 0.35% Add +324.0% 11,093 $3.6M
Fortune Financial Advisors, LLC 2.41% Add +0.1% 11,085 $3.6M
Exchange Bank 2.47% Reduce -5.3% 11,066 $3.6M
MOKAN Wealth Management Inc. 1.58% Add +18.1% 11,055 $3.6M
PW Nova Financial Services LLC 1.35% — 10,938 $3.6M
Revisor Wealth Management LLC 0.95% Add +65.2% 11,390 $3.6M
Roman Butler Fullerton & Co. 0.93% Add +0.5% 11,698 $3.6M
Brian Low Financial Group, LLC 2.52% Add +7.4% 11,016 $3.5M
Paces Ferry Wealth Advisors, LLC 1.44% Reduce -0.9% 11,000 $3.5M
West Paces Advisors Inc. 0.69% Add +0.4% 10,997 $3.5M
Scarborough Advisors, LLC 0.60% Add +0.0% 10,994 $3.5M
Pinnacle Wealth Management Group, Inc. 1.77% Reduce -0.6% 10,993 $3.5M
YANKCOM Partnership 1.50% Reduce -0.6% 10,971 $3.5M
Schrum Private Wealth Management LLC 2.61% Reduce -0.0% 10,966 $3.5M
G&S Capital LLC 1.25% Reduce -2.0% 10,959 $3.5M
Focused Wealth Management, Inc 0.37% Add +1.2% 10,940 $3.5M
Ayrshire Capital Management LLC 1.62% New 10,933 $3.5M
Bernicke Wealth Management, Ltd. 0.45% — 10,925 $3.5M
Thompson David Blair 2.00% — 10,892 $3.5M
Silicon Valley Capital Partners 0.32% Add +13.7% 10,887 $3.5M
Marble Harbor Investment Counsel, LLC 0.37% Reduce -0.9% 10,874 $3.5M
Insight Wealth Strategies, LLC 0.40% Add +2.5% 10,852 $3.5M
Balboa Wealth Partners 0.58% Add +3.0% 10,847 $3.5M
Greenspring Advisors, LLC 0.21% Add +643.3% 10,845 $3.5M
Sierra Summit Advisors LLC 0.54% Add +1.9% 10,838 $3.5M
Union Savings Bank 1.51% — 10,829 $3.5M
Crux Wealth Advisors 1.29% Reduce -2.9% 10,773 $3.5M
Summit Financial Strategies, Inc. 0.28% Add +5.3% 10,754 $3.5M
Henson-Edgewater Management, LLC 2.05% — 10,749 $3.5M
Continental Advisors LLC 2.24% No change 10,735 $3.5M
Birinyi Associates Inc. 0.86% Add +0.0% 10,719 $3.5M
Letson Investment Management, Inc. 1.27% Reduce -0.7% 10,714 $3.5M
Childress Capital Advisors, LLC 0.55% Add +0.1% 10,689 $3.4M
Alta Advisers Ltd 1.25% Reduce -26.4% 10,684 $3.4M
Prosperity Financial Group, Inc. 1.24% Add +2.6% 10,660 $3.4M
SHP Wealth Management 0.27% — 10,660 $3.4M
Bigelow Investment Advisors, LLC 1.34% Reduce -0.1% 10,634 $3.4M
2UniFi Bank 1.62% Add +0.1% 10,601 $3.4M
Camarda Financial Advisors, LLC 1.30% Reduce -5.2% 10,586 $3.4M
Point Windward Advisors Inc. 1.66% Reduce -0.6% 10,584 $3.4M
Members Trust Co 0.11% Reduce -1.7% 10,574 $3.4M
Fortem Financial Group, LLC 0.91% Add +0.8% 10,563 $3.4M
Financial Perspectives, Inc 0.92% Add +0.0% 10,544 $3.4M
McGlone Suttner Wealth Management, Inc. 0.46% Reduce -2.7% 10,539 $3.4M
Hazlett, Burt & Watson, Inc. 1.08% Add +0.4% 10,532 $3.4M
S.E.E.D. Planning Group LLC 0.97% Reduce -2.4% 10,521 $3.4M
Westview Management dba Westview Investment Advisors 1.61% — 10,520 $3.4M
Bradyco, Inc. 4.21% Reduce -6.8% 10,518 $3.4M
Wolff Wiese Magana LLC 1.85% Add +2.7% 10,499 $3.4M
Blodgett Wealth Advisors, LLC 2.36% Add +0.0% 10,493 $3.4M
HMS Capital Management, LLC 1.40% Reduce -1.1% 10,477 $3.4M
Lee Financial Co 0.46% Reduce -10.4% 10,467 $3.4M
Iams Wealth Management, LLC 1.22% Add +2.2% 10,462 $3.4M
First Bank & Trust 0.55% Add +4.0% 10,464 $3.4M
Shum Financial Group, Inc. 2.43% Reduce -0.8% 10,453 $3.4M
First Financial Corp. 1.27% Reduce -2.8% 10,452 $3.4M
SHUTTLEWORTH & Co 3.08% Reduce -1.4% 10,450 $3.4M
U S Wealth Group, Llc. 2.21% Reduce -0.9% 10,428 $3.4M
Z3 Capital Partners, LLC 0.81% — 10,410 $3.4M
OMC Financial Services LTD 1.25% Reduce -0.3% 10,400 $3.4M
AA Financial Advisors, LLC 0.62% Add +4.5% 10,378 $3.3M
TSG Advice Partners, LLC 0.51% — 10,360 $3.3M
Banco BTG Pactual S.A. 0.59% Reduce -59.2% 10,336 $3.3M
WealthBridge Capital Management, LLC 0.76% Reduce -0.4% 10,323 $3.3M
Cooper Financial Group 0.35% Add +12.3% 10,323 $3.3M
Applied Capital LLC 2.28% Add +0.2% 10,319 $3.3M
ROI Financial Advisors, LLC 1.91% Add +2.2% 10,317 $3.3M
Clark Asset Management, LLC 0.34% Add +29.9% 10,307 $3.3M
Personal Cfo Solutions, LLC 0.53% Reduce -2.7% 10,304 $3.3M
Farrow Financial, Inc. 1.91% Add +0.6% 10,300 $3.3M
Neumann Capital Management, LLC 0.96% Reduce -0.5% 10,296 $3.3M
Byrne Asset Management LLC 1.86% Reduce -0.5% 10,284 $3.3M
Harmony Asset Management LLC 1.11% Reduce -1.7% 10,282 $3.3M
Strategies Wealth Advisors, LLC 0.33% Add +7.0% 10,264 $3.3M
Cacti Asset Management LLC 0.20% Reduce -1.9% 10,210 $3.3M
Aspire Growth Partners LLC 2.30% Add +3.3% 10,240 $3.3M
Arcataur Capital Management LLC 0.94% Reduce -0.2% 10,200 $3.3M
Basecamp Wealth Advisors LLC 0.70% — 10,184 $3.3M
Kennebec Savings Bank 2.83% Reduce -2.3% 10,183 $3.3M
Cary Street Partners Investment Advisory LLC 0.88% Add +5.8% 10,178 $3.3M
Sky Investment Group LLC 0.55% Reduce -0.0% 10,176 $3.3M
Ignite Planners, LLC 0.50% Reduce -3.2% 10,718 $3.3M
SageGuard Financial Group, LLC 0.52% — 10,175 $3.3M
Capital Advisors, Ltd. LLC 0.37% Reduce -3.5% 10,173 $3.3M
IKE Capital, LLC 2.85% — 10,149 $3.3M
VUB Generali dochodkova spravcovska spolocnost, a.s. 2.50% — 10,130 $3.3M
Brady Martz Wealth Solutions, LLC 0.57% Reduce -9.9% 10,125 $3.3M
O'Keefe Stevens Advisory, Inc. 0.85% Add +3.3% 10,108 $3.3M
Maia Wealth LLC 0.56% Add +10.8% 10,755 $3.3M
Ducere Wealth Management LLC 1.26% — 10,100 $3.3M
JSF Financial, LLC 0.67% Reduce -1.2% 10,084 $3.2M
Bath Savings Trust Co 0.32% Reduce -0.3% 10,084 $3.2M
Blueprint Financial Advisors LLC 0.50% Reduce -4.2% 10,082 $3.2M
US Asset Management LLC 2.65% Reduce -0.9% 10,064 $3.2M
Hemenway Trust Co LLC 0.25% Reduce -1.8% 10,041 $3.2M
LifeSteps Financial, Inc. 2.07% Reduce -0.1% 10,039 $3.2M
Elmwood Wealth Management, Inc. 1.02% Add +0.4% 10,029 $3.2M
Dala Group, LLC 2.80% — 10,022 $3.2M
Alesco Advisors, LLC, An ESL Co 0.08% Reduce -2.9% 10,022 $3.2M
Ellsworth Advisors, LLC 0.64% Add +12.5% 10,441 $3.2M
HHM Wealth Advisors, LLC 0.38% Add +0.2% 10,017 $3.2M
Granite Group Advisors, LLC 1.83% Reduce -3.0% 10,003 $3.2M
Kidder Stephen W 0.91% No change 10,003 $3.2M
Allegheny Financial Group 0.48% Add +0.5% 9,986 $3.2M
Charter Oak Capital Management, LLC 0.25% Add +7.7% 9,987 $3.2M
Oder Investment Management, LLC 2.33% Reduce -3.6% 9,986 $3.2M
High Net Worth Advisory Group LLC 0.74% Reduce -2.0% 9,984 $3.2M
Balefire, LLC 0.63% Reduce -1.4% 9,981 $3.2M
Alexander Randolph Advisory, Inc. 2.67% Reduce -0.4% 9,980 $3.2M
Money Concepts Capital Corp. 0.18% Add +1.0% 9,953 $3.2M
Invst, LLC 0.35% Reduce -8.8% 9,949 $3.2M
Vista Investment Partners LLC 0.84% Add +0.0% 9,947 $3.2M
Trillium Asset Management, LLC 0.10% Reduce -5.0% 9,945 $3.2M
Compass Capital Management, Inc. 0.18% Add +4.2% 9,942 $3.2M
Pitcairn Wealth Advisors LLC 0.29% — 9,935 $3.2M
Kingstone Capital Partners Texas, LLC 1.87% Add +0.5% 9,929 $3.2M
Rezny Wealth Management, Inc. 0.69% New 9,922 $3.2M
Redhawk Wealth Advisors, Inc. 0.36% Reduce -8.9% 9,918 $3.2M
Spreng Capital Management, Inc. 1.25% Reduce -2.0% 9,882 $3.2M
First Citizens Financial Corp 1.57% Reduce -8.7% 9,876 $3.2M
Autumn Glory Partners, LLC 1.12% Add +1.0% 9,876 $3.2M
Pointe Capital Management LLC 1.58% Reduce -0.7% 9,875 $3.2M
Ramsay, Stattman, Vela & Price, Inc. 0.57% No change 9,875 $3.2M
Paragon Private Wealth Management, LLC 0.98% Add +5.4% 9,860 $3.2M
LFG Wealth Partners, LLC 2.02% — 9,859 $3.2M
Powell Investment Advisors, LLC 1.09% No change 9,853 $3.2M
Sage Rhino Capital LLC 0.60% Reduce -1.6% 9,823 $3.2M
Drive Wealth Management, LLC 0.62% Add +2.4% 9,819 $3.2M
Chesapeake Wealth Management 0.94% Reduce -0.1% 9,805 $3.2M
Windsor Capital Management, LLC 0.93% Reduce -0.1% 9,804 $3.2M
NorthStar Asset Management LLC 1.42% Add +1.1% 9,798 $3.2M
Hunter Associates Investment Management LLC 0.42% Reduce -3.1% 9,804 $3.2M
Trust Co 0.30% Add +18.8% 9,788 $3.2M
Morris Financial Concepts, Inc. 1.10% Reduce -0.4% 9,769 $3.1M
Virtue Capital Management, LLC 0.48% Add +1290.1% 9,661 $3.1M
Plante Moran Financial Advisors, LLC 0.20% Reduce -6.5% 9,751 $3.1M
Bannerstone Capital Management, LLC 3.01% — 9,749 $3.1M
Keystone Wealth Services, LLC 0.66% Add +2.9% 9,739 $3.1M
United Community Bank 1.19% Reduce -10.0% 9,736 $3.1M
Sandy Cove Advisors, LLC 0.93% Reduce -4.9% 9,736 $3.1M
CFO4Life Group, LLC 0.45% Add +0.5% 9,729 $3.1M
Gilbert & Cook, Inc. 0.39% Reduce -14.1% 9,721 $3.1M
Addison Advisors LLC 0.70% Reduce -5.1% 9,718 $3.1M
Notis-McConarty Edward 1.45% No change 9,718 $3.1M
Cfo Capital Management LLC 2.34% — 9,707 $3.1M
CKW Financial Group 0.34% Add +2.7% 9,706 $3.1M
Eaton Financial Holdings Company, LLC 0.84% Reduce -3.7% 9,703 $3.1M
Corundum Group, Inc. 1.05% Reduce -1.5% 9,675 $3.1M
Austin Private Wealth, LLC 0.23% Reduce -5.1% 9,659 $3.1M
Tower View Wealth Management LLC 1.54% Add +3349.6% 9,659 $3.1M
Legacy Bridge, LLC 1.26% Add +5.6% 9,657 $3.1M
Plancorp, LLC 0.09% Reduce -4.4% 9,650 $3.1M
Papamarkou Wellner Asset Management inc. 1.87% Add +2.6% 9,648 $3.1M
Orrstown Financial Services Inc. 0.52% Reduce -3.7% 9,645 $3.1M
Passumpsic Savings Bank 1.70% — 9,631 $3.1M
Vivid Wealth Management, LLC 1.21% Add +4.0% 9,629 $3.1M
Trust Investment Advisors 1.65% Reduce -0.5% 9,622 $3.1M
Terril Brothers, Inc. 0.81% No change 9,618 $3.1M
Forefront Wealth Management Inc. 2.22% Reduce -0.6% 9,598 $3.1M
Wernau Asset Management Inc. 3.07% Add +0.2% 9,591 $3.1M
Reik & Co., LLC 0.85% No change 9,590 $3.1M
BankPlus Wealth Management LLC 1.70% Add +177.9% 9,579 $3.1M
Godshalk Welsh Capital Management, Inc. 1.76% Reduce -1.1% 9,580 $3.1M
Asio Capital, LLC 0.43% Add +1.1% 9,567 $3.1M
Strong Retirement Solutions LLC 2.07% — 9,551 $3.1M
AAFMAA Wealth Management & Trust LLC 1.20% New 9,541 $3.1M
DE Burlo Group Inc. 0.37% Reduce -0.1% 9,540 $3.1M
Chapman Investment Management, LLC 2.24% Reduce -27.4% 9,521 $3.1M
Kelleher Financial Advisors 0.71% Add +18.0% 9,507 $3.1M
Versant Capital Management, Inc 0.38% Add +10.4% 9,495 $3.1M
Seven Mile Advisory 0.53% Reduce -16.5% 9,494 $3.1M
Security National Bank of So Dak 1.50% Reduce -0.1% 9,461 $3.0M
Stableford Capital II LLC 1.10% Add +16.2% 9,452 $3.0M
Faithward Advisors, LLC 0.45% Add +0.3% 9,438 $3.0M
Brown Financial Advisors 1.11% Reduce -1.7% 9,428 $3.0M
South Street Advisors LLC 0.43% Add +0.4% 9,421 $3.0M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1.15% Add +67.8% 9,418 $3.0M
CPA Asset Management Group, LLC 1.06% Add +16.1% 9,403 $3.0M
Barrett & Company, Inc. 1.01% Reduce -12.1% 9,400 $3.0M
Wealthquest Corp 0.23% New 9,395 $3.0M
Perennial Investment Advisors, LLC 0.24% Add +5.6% 9,388 $3.0M
Matrix Trust Co 0.50% Reduce -2.2% 9,368 $3.0M
Pinion Investment Advisors, LLC 0.74% Reduce -5.1% 9,364 $3.0M
Woodard & Co. Asset Management Group Inc. 0.48% Add +8.4% 9,362 $3.0M
Emprise Bank 1.25% Reduce -0.7% 9,359 $3.0M
Quantum Financial Advisors, LLC 0.34% Add +49.1% 9,325 $3.0M
626 Financial, LLC 1.30% Reduce -12.2% 9,323 $3.0M
N.E.W. Advisory Services LLC 0.22% Add +1.6% 9,315 $3.0M
Fortitude Family Office, LLC 0.70% Reduce -0.8% 9,310 $3.0M
Terra Nova Asset Management LLC 1.97% Add +22.0% 9,309 $3.0M
Black Diamond Financial, LLC 0.32% Add +13.7% 9,297 $3.0M
Kintra Wealth, LLC 0.42% Add +81.1% 9,289 $3.0M
Prentice Wealth Management LLC 0.68% Add +3.0% 9,268 $3.0M
Gilder Gagnon Howe & Co. LLC 0.03% Reduce -47.6% 9,258 $3.0M
Mosaic Financial Group, LLC 2.04% Reduce -0.4% 9,255 $3.0M
TKG Advisors, LLC 1.20% Add +1.6% 9,246 $3.0M
Waterfront Wealth Inc. 0.57% Add +0.1% 9,927 $3.0M
Baker Tilly Wealth Management, LLC 0.73% Reduce -4.8% 9,228 $3.0M
Caldwell Sutter Capital, Inc. 1.26% Reduce -1.4% 9,226 $3.0M
Two Sigma Securities, LLC 0.41% New 9,202 $3.0M
McElhenny Sheffield Capital Management, LLC 0.72% Add +10.0% 9,170 $3.0M
Winning Points Advisors, LLC 3.16% — 21,063 $3.0M
Birchbrook, Inc. 1.47% Add +3.8% 9,165 $3.0M
Eukles Asset Management 1.14% Reduce -1.8% 9,135 $2.9M
Medallion Wealth Advisors, LLC 0.99% Reduce -0.1% 9,124 $2.9M
Vista Investment Partners Ii, LLC 1.27% Add +7.0% 9,120 $2.9M
Sjbenen Advisory, LLC 3.05% — 9,118 $2.9M
Debussy Capital Management LP 0.40% Reduce -3.0% 9,101 $2.9M
CFC Planning Co LLC 2.25% No change 9,087 $2.9M
Carson Advisory Inc. 1.52% Reduce -5.1% 9,074 $2.9M
Everest Financial Group LLC 0.65% — 9,069 $2.9M
Strait & Sound Wealth Management LLC 1.09% Add +1.6% 9,052 $2.9M
Lederer & Associates Investment Counsel 1.96% Add +0.4% 9,044 $2.9M
Altman Advisors, Inc. 1.10% Reduce -1.1% 9,041 $2.9M
MRP Capital Investments, LLC 2.44% Reduce -1.9% 9,036 $2.9M
Cora Capital Advisors LLC 1.13% Add +4.7% 9,023 $2.9M
Financial Management Network Inc. 0.46% Add +0.6% 8,932 $2.9M
Navalign, LLC 0.71% Reduce -1.4% 9,005 $2.9M
Claris Financial LLC 1.54% Add +0.2% 8,991 $2.9M
Schneider Downs Wealth Management Advisors, LP 0.33% Add +28.5% 8,991 $2.9M
IRON Financial LLC 1.33% Add +1.5% 8,988 $2.9M
Net Worth Advisory Group 0.58% Add +4.4% 8,961 $2.9M
Cadia Private Client LLC 2.29% — 8,953 $2.9M
Legacy Edge Advisors, LLC 0.32% Reduce -1.4% 8,951 $2.9M
Lebenthal Global Advisors, LLC 0.44% Add +37.0% 8,943 $2.9M
Signet Financial Management, LLC 0.32% Add +0.1% 8,942 $2.9M
Walsky Investment Management, Inc. 2.93% — 8,938 $2.9M
Sunbeam Capital Management, LLC 1.71% Add +0.7% 8,934 $2.9M
Great Diamond Partners, LLC 0.55% Add +0.6% 8,920 $2.9M
InTrack Investment Management Inc 1.61% Add +4.0% 8,914 $2.9M
Cromwell Holdings LLC 1.57% No change 8,913 $2.9M
MWA Asset Management 1.60% Reduce -6.2% 8,909 $2.9M
1620 Investment Advisors, Inc. 1.92% Reduce -10.1% 8,897 $2.9M
Keudell/Morrison Wealth Management 0.60% — 8,884 $2.9M
NFSG Corp 0.44% Add +51.7% 8,883 $2.9M
Samalin Investment Counsel, LLC 1.02% Reduce -3.7% 8,874 $2.9M
Meridian Financial Partners LLC 1.13% Reduce -1.7% 9,466 $2.9M
Kapstone Financial Advisors LLC 1.42% Reduce -0.7% 8,864 $2.9M
Atwood & Palmer Inc. 0.16% Add +0.1% 8,837 $2.8M
Keystone Financial Services 0.86% Reduce -1.2% 8,816 $2.8M
OneAscent Financial Services LLC 0.26% Reduce -58.5% 8,802 $2.8M
Bolthouse Investments, LLC 2.52% Add +5.8% 8,802 $2.8M
Meridian Investment Counsel Inc. 0.68% No change 8,793 $2.8M
WMS Group LLC 3.60% — 8,788 $2.8M
IFG Advisors, LLC 0.47% Reduce -0.2% 8,773 $2.8M
1900 Wealth Management LLC 0.18% Reduce -5.7% 8,770 $2.8M
Grant Private Wealth Management Inc 1.71% Reduce -2.0% 8,770 $2.8M
Bennett Selby Investments LP 0.91% Add +0.0% 8,761 $2.8M
M. Kraus & Co 0.79% Reduce -0.7% 8,752 $2.8M
Rodgers Brothers Inc. 0.34% Add +1.2% 8,750 $2.8M
Trail Ridge Investment Advisors, LLC 1.21% Add +1.1% 8,742 $2.8M
Bouchey Financial Group, Ltd. 0.21% Add +0.4% 8,740 $2.8M
LBMC Investment Advisors, LLC 0.17% Add +1.0% 8,738 $2.8M
Gen-Wealth Partners Inc 0.90% Add +12.2% 8,729 $2.8M
Westmount Partners, LLC 0.70% Reduce -2.5% 8,725 $2.8M
ELCO Management Co., LLC 1.77% Add +25.0% 8,697 $2.8M
Wrapmanager Inc. 0.95% Reduce -13.2% 8,680 $2.8M
O'Brien Greene & Co. Inc 0.83% Add +9.9% 8,678 $2.8M
RoundAngle Advisors LLC 2.03% Add +3.7% 8,673 $2.8M
Front Row Advisors LLC 0.93% Add +0.6% 8,656 $2.8M
Westbourne Investment Advisors, Inc. 0.77% No change 8,655 $2.8M
Corrado Advisors, LLC 1.40% Reduce -0.4% 8,647 $2.8M
Mainstream Capital Management LLC 1.82% Reduce -2.1% 8,641 $2.8M
Lazari Capital Management, Inc. 0.94% Reduce -0.2% 8,638 $2.8M
PCG Asset Management, LLC 2.22% Reduce -9.0% 8,604 $2.8M
Barings LLC 0.05% Add +51.0% 8,627 $2.8M
Pinnacle Wealth Management, LLC 1.87% Add +0.7% 8,626 $2.8M
Ak Global Asset Management, LLC 2.43% — 8,625 $2.8M
Leo Wealth, LLC 0.20% Add +79.5% 8,619 $2.8M
Citadel Investment Advisory, Inc. 1.20% No change 8,599 $2.8M
Centerpoint Advisory Group 2.13% No change 8,579 $2.8M
EJMK Ventures LLC 1.70% — 8,576 $2.8M
Greykasell Wealth Strategies, Inc. 1.09% Add +7.3% 8,571 $2.8M
Pursue Wealth Partners LLC 1.34% No change 8,558 $2.8M
Fort Point Capital Partners LLC 0.33% Add +4.3% 8,869 $2.8M
JNBA Financial Advisors 0.24% Add +1.1% 8,540 $2.8M
Affiance Financial, LLC 0.44% Reduce -0.8% 8,534 $2.7M
Capital Management Associates 4.02% No change 8,500 $2.7M
Cannon Capital Management, Inc. 2.41% — 8,489 $2.7M
Vision Capital Management, Inc. 0.33% Reduce -0.7% 8,486 $2.7M
RFG - Bristol Wealth Advisors, LLC 0.76% Add +44.9% 8,479 $2.7M
City State Bank 0.75% Add +0.9% 8,468 $2.7M
Drake & Associates, LLC 0.54% Reduce -28.0% 8,464 $2.7M
World Equity Group, Inc. 0.76% Reduce -0.3% 8,449 $2.7M
Bay Capital Advisors, LLC 1.66% No change 8,448 $2.7M
BlackDiamond Wealth Management, LLC 1.33% Reduce -10.8% 8,444 $2.7M
Navellier & Associates Inc. 0.30% Reduce -11.6% 8,437 $2.7M
Lakeshore Financial Planning, Inc. 0.97% Reduce -0.0% 8,421 $2.7M
Matrix Private Capital Group LLC 1.38% Reduce -2.9% 8,420 $2.7M
Cim, LLC 0.36% Reduce -0.7% 8,411 $2.7M
Armstrong, Fleming & Moore, Inc 1.25% Reduce -5.4% 8,404 $2.7M
Anb Bank 1.07% Add +0.3% 8,398 $2.7M
Monte Financial Group, LLC 1.01% Reduce -1.9% 8,396 $2.7M
Inman Jager Wealth Management, LLC 1.65% Add +0.5% 8,384 $2.7M
Secured Retirement Advisors, LLC 1.51% Add +5.5% 8,382 $2.7M
Income Insurance Ltd 1.75% — 8,359 $2.7M
Cypress Capital Management LLC (WY) 2.60% Add +4.4% 8,346 $2.7M
Oarsman Capital, Inc. 0.35% Reduce -4.5% 8,343 $2.7M
Mason & Associates Inc 0.51% Add +7.8% 8,327 $2.7M
Wealth Management Associates, Inc. 0.93% Reduce -4.3% 8,326 $2.7M
Maridea Wealth Management LLC 0.40% Add +17.2% 8,317 $2.7M
TriaGen Wealth Management LLC 0.69% Add +8.1% 8,302 $2.7M
Element Wealth, LLC 1.11% Add +1.3% 8,292 $2.7M
Cornercap Investment Counsel Inc. 1.32% Reduce -1.3% 8,288 $2.7M
McGuire Capital Advisors Inc. 1.70% — 8,279 $2.7M
CYBER HORNET ETFs LLC 1.59% Add +4.5% 8,273 $2.7M
Bluebird Wealth Management LLC 2.48% — 8,244 $2.7M
Guardian Investment Management 2.07% Reduce -2.4% 8,234 $2.7M
Hummer Financial Advisory Services Inc 1.87% Reduce -6.4% 8,224 $2.6M
Lantz Financial LLC 0.56% Reduce -1.5% 8,208 $2.6M
Leeward Financial Partners, LLC 0.74% Add +353.7% 8,207 $2.6M
First County Bank 1.39% Reduce -2.2% 8,204 $2.6M
Eagle Wealth Strategies LLC 1.23% Reduce -0.5% 8,200 $2.6M
Chancellor Financial Group WB LP 1.80% Reduce -1.1% 8,183 $2.6M
Serenity Investment Advisors 1.54% — 7,985 $2.6M
W Advisors, LLC 1.32% Reduce -5.7% 8,171 $2.6M
Aspen Wealth Strategies, LLC 1.44% Reduce -0.1% 8,166 $2.6M
Strategic Family Wealth Counselors, L.L.C. 0.59% Add +53.8% 8,690 $2.6M
Foster Group, Inc. 0.08% Add +2.0% 8,164 $2.6M
Delta Investment Management, LLC 0.46% Add +0.8% 8,153 $2.6M
Asset Advisory Group, Inc. 1.31% — 8,143 $2.6M
Evergreen Wealth Management, LLC 1.32% Add +2.2% 8,136 $2.6M
Eley Financial Management, Inc 0.94% Reduce -2.7% 8,130 $2.6M
Tudor Financial Inc. 1.34% Reduce -0.4% 8,123 $2.6M
Key Client Fiduciary Advisors, LLC 0.91% Add +10.4% 8,120 $2.6M
Walled Lake Planning & Wealth Management, LLC 0.83% Reduce -3.4% 8,116 $2.6M
Kelly Lawrence W & Associates Inc. 0.65% Reduce -1.2% 8,103 $2.6M
Vigilare Wealth Management 0.88% Reduce -2.6% 8,100 $2.6M
Paulson Wealth Management Inc. 0.60% Reduce -4.1% 8,099 $2.6M
Petros Family Wealth, LLC 1.74% Add +42.1% 8,097 $2.6M
Accel Wealth Management 0.71% Add +0.4% 8,091 $2.6M
Abacus Wealth Partners, LLC 0.26% Add +167.3% 8,090 $2.6M
Summit Wealth & Retirement Planning, Inc. 0.61% Reduce -1.7% 8,077 $2.6M
First National Bank Sioux Falls 0.78% Reduce -4.0% 8,075 $2.6M
Orion Capital Management LLC 0.88% Reduce -3.8% 8,074 $2.6M
Peak Retirement Planning, Inc. 0.61% Add +7.7% 8,068 $2.6M
Warm Springs Advisors Inc. 2.01% Reduce -10.1% 8,067 $2.6M
Stephens Consulting, LLC 0.84% Add +2.1% 8,045 $2.6M
First Heartland Consultants, Inc. 0.20% Reduce -10.7% 8,043 $2.6M
Gilman Hill Asset Management, LLC 0.41% Add +24.6% 8,026 $2.6M
Roxbury Financial LLC 2.32% Add +0.4% 8,011 $2.6M
Game Creek Capital, LP 0.98% Reduce -4.5% 8,000 $2.6M
GoodHaven Capital Management, LLC 0.84% No change 8,000 $2.6M
Oakwell Private Wealth Management, LLC 0.48% Add +6.9% 7,999 $2.6M
Midway Capital Research & Management 2.51% — 7,991 $2.6M
Alliance Private Wealth, LLC 0.90% — 8,173 $2.6M
Private Client Services, LLC 0.80% Reduce -2.0% 7,976 $2.6M
Y.D. More Investments Ltd 0.12% Reduce -4.2% 7,968 $2.6M
Commons Capital, LLC 1.80% Add +7.1% 7,964 $2.6M
Fortis Capital Advisors, LLC 0.38% Reduce -27.6% 7,958 $2.6M
Johnson & White Wealth Management, LLC 1.11% Reduce -2.2% 7,947 $2.6M
Global Trust Asset Management, LLC 1.01% Add +4.7% 7,925 $2.6M
Northstar Group, Inc. 0.36% Add +43.5% 7,920 $2.6M
Syntegra Private Wealth Group, LLC 0.23% Reduce -3.4% 7,917 $2.6M
Mosley Wealth Management 1.17% — 8,387 $2.6M
Ti-Trust, Inc. 1.57% Reduce -0.5% 7,907 $2.5M
Waterway Wealth Management, LLC 0.58% Reduce -17.7% 7,904 $2.5M
MBA Advisors LLC 1.03% Add +0.3% 7,895 $2.5M
Facet Wealth, Inc. 0.04% Add +40.8% 8,446 $2.5M
Intrua Financial, LLC 0.28% Add +2.7% 7,880 $2.5M
Mendel Money Management 1.06% Add +1.4% 7,869 $2.5M
Harbour Wealth Management Group, Inc. 1.98% — 7,868 $2.5M
Cape Ann Savings Bank 1.30% Add +4.7% 7,868 $2.5M
Storen Legacy Partners, LLC 0.79% — 7,864 $2.5M
Syntax Research, Inc. 1.56% Add +0.3% 7,856 $2.5M
PFC Capital Group, Inc. 1.04% Reduce -0.1% 7,855 $2.5M
Dixon Fnancial Services, Inc. 1.12% No change 7,828 $2.5M
Atticus Wealth Management, LLC 0.62% Reduce -0.1% 7,822 $2.5M
Anchyra Partners LLC 0.77% — 7,816 $2.5M
Tortoise Investment Management, LLC 0.22% Reduce -3.3% 7,804 $2.5M
Northwest Wealth Management, LLC 0.40% Reduce -1.5% 7,801 $2.5M
First National Bank & Trust Co. of Newtown 0.46% No change 7,779 $2.5M
Physicians Financial Services, Inc. 0.67% Reduce -1.1% 7,777 $2.5M
V-Square Quantitative Management LLC 0.26% New 7,733 $2.5M
Uptick Partners, LLC 0.53% Add +16.0% 7,733 $2.5M
Costello Asset Management, INC 0.82% Add +45.5% 7,731 $2.5M
Ames National Corp. 1.46% Reduce -6.8% 7,730 $2.5M
Forteris Wealth Management Inc. 2.45% — 7,729 $2.5M
One Plus One Wealth Management, LLC 1.15% Reduce -4.1% 7,719 $2.5M
American State Bank (Iowa) 1.19% Reduce -2.5% 7,704 $2.5M
Castle Wealth Management LLC 0.82% Reduce -1.6% 7,686 $2.5M
Asset Advisors Investment Management, LLC 0.23% Reduce -0.4% 7,680 $2.5M
General Partner, Inc. 1.40% No change 7,672 $2.5M
Defined Wealth Management, LLC 1.42% Reduce -8.9% 7,656 $2.5M
Saiph Capital, LLC 0.88% Add +0.6% 7,645 $2.5M
KRS Capital Management, LLC 1.42% Add +1.5% 7,643 $2.5M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.86% Add +897.5% 7,641 $2.5M
Fieldview Capital Management, LLC 0.42% Reduce -35.2% 7,632 $2.5M
Cheviot Value Management, LLC 0.24% Reduce -1.4% 8,173 $2.5M
One Wealth Advisors, LLC 0.30% Reduce -2.1% 7,629 $2.5M
TritonPoint Partners, LLC 1.31% — 7,589 $2.4M
Kozak & Associates, Inc. 0.47% Reduce -0.3% 7,425 $2.4M
Southeast Asset Advisors, LLC 0.23% Add +0.0% 7,580 $2.4M
Trust Co of the South 0.39% Add +18.9% 7,575 $2.4M
Crescent Grove Advisors, LLC 0.23% Reduce -18.4% 7,569 $2.4M
Stanley-Laman Group, Ltd. 0.31% Add +1.6% 7,550 $2.4M
Ponta Wealth Partners, LLC 2.26% — 7,531 $2.4M
Aviso Wealth Management 1.02% Add +1.1% 7,522 $2.4M
Palacios Wealth Management, LLC 1.85% Reduce -4.4% 7,519 $2.4M
Garrison Point Advisors, LLC 1.07% Reduce -0.1% 7,514 $2.4M
West Bancorporation Inc. 1.27% Add +11.6% 7,501 $2.4M
Moment Partners, LLC 0.50% Reduce -5.3% 7,499 $2.4M
Landscape Capital Management, L.L.C. 0.16% New 7,497 $2.4M
Wealth Dimensions Group, Ltd. 0.48% Reduce -1.6% 7,484 $2.4M
Connective Portfolio Management, LLC 4.34% No change 7,480 $2.4M
BHK Investment Advisors, LLC 0.79% Reduce -5.7% 7,476 $2.4M
Covenant Partners, LLC 0.70% Add +0.3% 7,475 $2.4M
Garton & Associates Financial Advisors LLC 1.38% — 7,459 $2.4M
LaSalle St. Investment Advisors, LLC 0.39% Add +15.5% 7,447 $2.4M
Five Oceans Advisors 0.85% Add +0.0% 7,433 $2.4M
bLong Financial, LLC 1.67% Reduce -1.3% 7,425 $2.4M
JFS Wealth Advisors, LLC 0.13% Add +1.3% 7,418 $2.4M
Cornerstone National Bank & Trust Co 0.95% Add +1.3% 7,416 $2.4M
Astoria Portfolio Advisors LLC. 0.54% Reduce -3.1% 8,017 $2.4M
Sather Financial Group Inc 0.13% Add +0.4% 7,405 $2.4M
Fortitude Advisory Group L.L.C. 1.01% Reduce -2.2% 7,403 $2.4M
5th Street Advisors, LLC 1.11% New 7,401 $2.4M
BOCHK Asset Management Ltd 0.64% Add +34.5% 7,400 $2.4M
Total Wealth Planning & Management, Inc. 1.89% — 7,399 $2.4M
Karras Company, Inc. 2.32% — 7,391 $2.4M
R.H. Investment Group, LLC 1.99% No change 7,390 $2.4M
Gilpin Wealth Management, LLC 1.88% — 7,376 $2.4M
Armor Investment Advisors, LLC 0.87% Reduce -3.5% 7,363 $2.4M
Promethium Advisors,llc 1.28% Reduce -2.1% 7,359 $2.4M
Jmac Enterprises LLC 0.45% Reduce -8.7% 7,356 $2.4M
Regent Peak Wealth Advisors LLC 0.47% Reduce -0.4% 7,351 $2.4M
Sentry Investment Management LLC 1.56% No change 7,349 $2.4M
QTR Family Wealth, LLC 1.04% Add +1.7% 7,437 $2.4M
Kingdom Financial Group LLC. 0.73% Add +57.0% 7,324 $2.4M
Sovereign Financial Group, Inc. 0.42% Add +2.8% 7,316 $2.4M
Stance Capital LLC 0.87% Add +62.9% 7,315 $2.4M
McLean Asset Management Corp 0.42% Add +1.3% 7,656 $2.4M
SJS Investment Consulting Inc. 0.30% Add +1.8% 7,314 $2.4M
Hendershot Investments Inc. 0.30% Reduce -8.0% 7,313 $2.4M
Balance Wealth Partners LLC 0.76% Add +78.7% 7,305 $2.4M
Cladis Investment Advisory, LLC 1.29% No change 7,303 $2.4M
Meadowbrook Wealth Management, LLC 2.70% Add +2.1% 7,298 $2.4M
Heartwood Wealth Advisors LLC 0.22% Add +0.0% 7,298 $2.4M
Omnia Family Wealth, LLC 0.69% No change 7,297 $2.4M
Oak Barrel Wealth Advisory LLC 1.40% — 7,292 $2.3M
Elevated Capital Advisors, LLC 0.55% Add +16.5% 7,288 $2.3M
ABLE Financial Group, LLC 0.48% Reduce -4.5% 7,282 $2.3M
Solidarity Wealth, LLC 0.48% Add +0.1% 7,268 $2.3M
CoreFirst Bank & Trust 1.27% Reduce -2.9% 7,262 $2.3M
Thrive Wealth Management, LLC 0.34% Add +3.4% 7,251 $2.3M
HBW Advisory Services LLC 0.25% Reduce -12.6% 7,244 $2.3M
Fortis Group Advisors, LLC 0.39% Reduce -3.8% 7,582 $2.3M
Sterling Wealth Management, Inc. 0.66% Add +9.8% 7,229 $2.3M
Miller Howard Investments Inc. 0.07% Reduce -95.5% 7,221 $2.3M
Sutton Place Investors LLC 1.28% Add +1.7% 7,214 $2.3M
Westside Investment Management, Inc. 0.37% Reduce -1.7% 7,181 $2.3M
Richard P Slaughter Associates Inc 0.49% Reduce -4.5% 7,187 $2.3M
China Universal Asset Management Co., Ltd. 0.18% Add +1.1% 7,169 $2.3M
Alhambra Investment Management LLC 1.07% Reduce -2.3% 7,169 $2.3M
Adelphi Trust Co 1.88% — 7,149 $2.3M
Navis Wealth Advisors, LLC 0.97% Add +16.3% 7,141 $2.3M
Berry Wealth Group, LP 8.06% Reduce -5.1% 7,124 $2.3M
Trilogy Capital Inc. 0.10% Reduce -0.9% 7,122 $2.3M
O'Domhnaill Enterprises, Inc. 2.15% — 7,114 $2.3M
Orca Investment Management, LLC 1.80% Add +0.3% 7,111 $2.3M
South Plains Financial, Inc. 1.36% Add +6.0% 7,110 $2.3M
Curtis Advisory Group, LLC 0.48% Add +86.8% 7,100 $2.3M
Security National Bank of Sioux City Iowa 1.46% Reduce -0.1% 7,080 $2.3M
Weaver C. Barksdale & Associates, Inc. 2.39% Reduce -7.9% 7,075 $2.3M
McIlrath & Eck, LLC 0.21% Add +5.2% 7,068 $2.3M
Armbruster Capital Management, Inc. 0.38% No change 7,064 $2.3M
Bullock Wealth Management Group 1.11% — 7,060 $2.3M
Edgemoor Investment Advisors, Inc. 0.18% Reduce -17.9% 7,046 $2.3M
Veracity Capital LLC 0.67% Reduce -1.0% 7,039 $2.3M
Tortuga Wealth Management, Inc 2.38% — 7,022 $2.3M
Ruffer LLP 0.10% No change 7,000 $2.3M
Talisman Wealth Advisors LLC 1.76% Reduce -0.8% 7,000 $2.3M
Rf&l Wealth Management, LLC 1.26% Reduce -0.0% 7,000 $2.3M
Buckland Partners Management Co LLC 1.25% — 7,000 $2.3M
SC&H Financial Advisors, Inc. 0.35% Add +1.0% 6,995 $2.3M
Providence First Trust Co 0.78% Reduce -38.5% 6,977 $2.2M
Phillips Wealth Planners LLC 1.80% Add +2.1% 7,441 $2.2M
Sivia Capital Partners, LLC 0.45% Reduce -4.9% 6,973 $2.2M
New Millennium Group LLC 0.97% Add +14.9% 6,934 $2.2M
Deltec Asset Management LLC 0.37% No change 6,925 $2.2M
Cascades Capital Asset Management, LLC 0.95% Add +6.9% 6,924 $2.2M
Westfuller Advisors, LLC 0.90% Add +2.0% 6,910 $2.2M
Rainier Family Wealth Inc. 1.68% Add +31.8% 6,908 $2.2M
Kirtland Hills Capital Management, LLC 0.78% Add +1.6% 6,880 $2.2M
Ridgecrest Wealth Partners, LLC 1.20% Reduce -13.1% 6,866 $2.2M
Cahill Financial Advisors Inc. 0.24% Reduce -0.7% 6,865 $2.2M
Fairscale Capital, LLC 1.47% Reduce -0.1% 6,864 $2.2M
Topsail Wealth Management, LLC 0.32% Add +10.2% 6,856 $2.2M
Traveka Wealth, LLC 0.90% Add +0.1% 6,845 $2.2M
Patron Partners, LLC 0.98% Add +2.0% 6,844 $2.2M
Coquina Private Wealth LLC 1.77% — 6,842 $2.2M
Potomac Fund Management Inc. 0.08% Reduce -11.1% 6,834 $2.2M
Transamerica Financial Advisors, LLC 0.18% Reduce -4.8% 6,827 $2.2M
Beacon Investment Advisors LLC 0.88% Add +0.0% 6,827 $2.2M
Riverbend Wealth Management, LLC 1.38% Add +4.5% 6,819 $2.2M
Winmill & Co. Inc. 0.58% No change 6,800 $2.2M
Gallagher Fiduciary Advisors, LLC 0.07% Add +3.5% 6,792 $2.2M
Jefferson Bridge Capital, LLC 2.20% — 6,785 $2.2M
Realta Investment Advisors 0.72% Add +2.5% 6,768 $2.2M
Menard Financial Group LLC 1.50% Add +0.7% 6,757 $2.2M
Root Financial Partners, LLC 0.11% Add +2.5% 6,752 $2.2M
Centurion Wealth Management LLC 0.48% Add +1.3% 6,751 $2.2M
Shepherd Street Advisors LLC 2.08% — 6,743 $2.2M
Carr Financial Group Corp 0.58% Reduce -1.3% 6,714 $2.2M
Redwood Investment Management, LLC 0.24% Reduce -3.6% 6,703 $2.2M
Galaxy Digital Capital Management GP LLC 2.71% Reduce -38.2% 6,693 $2.2M
Gateway Wealth Partners, LLC 0.24% Add +3.9% 6,689 $2.2M
Cynosure Group, LLC 0.22% Reduce -47.4% 6,684 $2.2M
TFR Capital, LLC. 0.71% Reduce -1.0% 6,675 $2.2M
Wincap Financial LLC 1.48% Add +1.0% 6,671 $2.1M
Arbor Capital Management Inc. 1.80% Reduce -10.8% 6,591 $2.1M
Aspen Grove Capital, LLC 0.37% Reduce -1.3% 6,649 $2.1M
Argyle Capital Partners, LLC 1.56% Reduce -3.8% 6,635 $2.1M
Palogic Value Management, L.P. 0.92% No change 6,624 $2.1M
Hickory Point Bank & Trust 1.55% Add +0.2% 6,623 $2.1M
TFC Financial Management, Inc. 0.27% Reduce -4.3% 6,622 $2.1M
Cornerstone Planning Group LLC 0.33% Reduce -8.3% 7,092 $2.1M
Pflug Koory, LLC 0.99% Reduce -1.2% 6,618 $2.1M
Christine Messmer PC 1.39% — 6,616 $2.1M
Finward Bancorp 1.65% Reduce -1.0% 6,609 $2.1M
Calydon Capital 0.36% Reduce -9.7% 6,607 $2.1M
Fi3 FINANCIAL ADVISORS, LLC 0.65% Add +4.6% 6,600 $2.1M
TLWM 0.39% Reduce -22.9% 6,596 $2.1M
Altus Wealth Group LLC 0.85% Reduce -6.3% 6,595 $2.1M
Montis Financial, LLC 0.42% Add +7.7% 6,577 $2.1M
Momentum Wealth Planning, LLC 1.68% Reduce -14.2% 6,565 $2.1M
Colonial River Investments, LLC 0.75% Reduce -5.1% 6,562 $2.1M
Tandem Investment Partners LLC 1.78% Reduce -15.1% 6,545 $2.1M
Towne Trust Company, N.A 0.66% Add +23.1% 6,543 $2.1M
RFP Financial Group LLC 1.01% Reduce -5.3% 6,536 $2.1M
Unique Wealth Strategies, LLC 0.83% Reduce -7.5% 6,535 $2.1M
Corsicana & Co. 1.18% Reduce -2.0% 6,516 $2.1M
MinichMacGregor Wealth Management, LLC 0.38% Add +6.2% 6,496 $2.1M
Sippican Capital Advisors 1.34% Reduce -5.7% 6,490 $2.1M
Viewpoint Capital Management LLC 0.90% Reduce -2.6% 6,480 $2.1M
Fielder Capital Group LLC 0.44% Reduce -13.0% 6,477 $2.1M
Access Financial Services, Inc. 0.76% Reduce -1.1% 6,477 $2.1M
Vantage Financial Partners, LLC 0.42% Add +0.2% 6,454 $2.1M
Requisite Capital Management, LLC 0.39% Add +20.4% 6,448 $2.1M
Fortress Private Ledger, LLC 0.68% Add +22.2% 6,442 $2.1M
Wiser Advisor Group LLC 2.37% Add +1.1% 6,436 $2.1M
Arwa LLC 1.21% — 6,436 $2.1M
McNaughton Wealth Management, LLC 0.85% Add +4.6% 6,435 $2.1M
Seeds Investor LLC 0.40% Add +4.7% 6,433 $2.1M
Disciplined Investors, L.L.C. 1.36% Reduce -0.3% 6,432 $2.1M
LVZ, Inc. 0.23% Reduce -19.9% 6,427 $2.1M
Baron Wealth Management LLC 0.64% Add +1.4% 6,418 $2.1M
Fjell Capital, LLC 1.58% Add +5.1% 6,409 $2.1M
Symphony Financial Services, Inc. 1.06% Add +0.1% 6,408 $2.1M
Patriot Investment Management Group, Inc. 0.13% Add +3.5% 6,400 $2.1M
GWN Securities Inc. 0.42% Add +5.5% 6,393 $2.1M
Solstein Capital, LLC 0.83% Reduce -1.8% 6,393 $2.1M
Miller Capital Partners, Inc. 1.05% — 6,392 $2.1M
Nabity-Jensen Investment Management Inc 1.39% Reduce -11.8% 6,392 $2.1M
Sunflower Bank, N.A. 0.52% Reduce -0.5% 6,388 $2.1M
LeClair Wealth Partners LLC 1.19% Add +1.2% 6,387 $2.1M
Measured Wealth Private Client Group, LLC 0.54% Reduce -6.4% 6,383 $2.1M
Frazier Financial Advisors, LLC 1.22% Add +0.7% 6,375 $2.1M
Evolution Wealth Advisors, LLC 0.21% Reduce -2.0% 6,365 $2.1M
Sunburst Financial Group, LLC 0.41% Add +3.3% 6,358 $2.0M
Raleigh Capital Management Inc. 0.74% Reduce -8.4% 6,355 $2.0M
Vista Capital Partners, Inc. 0.20% Add +47.3% 6,354 $2.0M
D'Orazio & Associates, Inc. 0.26% Add +1.6% 6,354 $2.0M
BXM Wealth LLC 1.58% Add +757.8% 57,907 $2.0M
Renasant Bank 1.39% Reduce -11.5% 6,344 $2.0M
Granite Harbor Advisors, Inc. 0.86% Add +3.0% 6,341 $2.0M
Powers Advisory Group, LLC 0.77% Add +0.3% 6,332 $2.0M
Investment Research Partners LLC 0.87% Add +2.1% 6,306 $2.0M
Crew Capital Management, Ltd 1.28% Add +1.6% 6,297 $2.0M
Capital Square, LLC 1.03% Reduce -2.2% 6,295 $2.0M
Berman McAleer LLC 0.28% Add +3.1% 6,295 $2.0M
Hamrick Investment Counsel, llc 1.51% — 6,293 $2.0M
Keynote Financial Services LLC 1.14% Reduce -0.8% 6,289 $2.0M
Curated Wealth Partners LLC 0.22% Add +50.2% 6,288 $2.0M
Knollwood Investment Advisory, LLC 0.19% No change 6,273 $2.0M
Spartan Planning & Wealth Management 1.49% Add +14.6% 6,259 $2.0M
Ashton Thomas Securities, LLC 0.38% Add +2.9% 6,259 $2.0M
Bingham Private Wealth, LLC 1.74% — 6,251 $2.0M
Sun Financial Inc 1.12% — 6,245 $2.0M
Howard Financial Services, LTD. 0.24% Add +1.7% 6,241 $2.0M
Group One Trading LLC 0.06% New 6,221 $2.0M
Granite Islands Private Wealth, LLC 1.85% — 6,260 $2.0M
Colton Groome Financial Advisors, LLC 0.57% Add +9.1% 6,202 $2.0M
Keyes, Stange & Wooten Wealth Management, LLC 0.95% Reduce -3.9% 6,202 $2.0M
Peoples Bank 2.01% Reduce -3.9% 6,195 $2.0M
St. Clair Advisors, LLC 0.51% No change 6,191 $2.0M
Oldfather Financial Services, LLC 0.59% Add +14.6% 6,168 $2.0M
Richard W. Paul & Associates, LLC 0.66% Reduce -2.2% 6,157 $2.0M
Barnes Pettey Financial Advisors, LLC 0.98% Add +0.6% 6,154 $2.0M
JM2 Capital Inc. 1.59% — 6,147 $2.0M
Blue Jean Financial LLC 1.60% — 6,128 $2.0M
Proffitt & Goodson Inc. 0.28% Reduce -20.1% 6,125 $2.0M
Driehaus Capital Management LLC 0.01% Reduce -6.8% 6,113 $2.0M
Sentry LLC 0.54% No change 6,101 $2.0M
Northern Financial Advisors Inc 2.25% Reduce -50.3% 6,098 $2.0M
Keebeck Wealth Management 0.23% Add +16.4% 6,081 $2.0M
HMV Wealth Advisors, LLC 0.98% No change 6,080 $2.0M
Systematic Financial Management LP 0.05% No change 6,075 $2.0M
Nadler Financial Group, Inc. 0.18% No change 6,072 $2.0M
Vantus Wealth LLC 1.44% — 6,050 $1.9M
Bay Rivers Group 0.79% Reduce -0.4% 6,044 $1.9M
Magnetar Financial LLC 0.02% New 6,042 $1.9M
Sandbox Financial Partners, LLC 0.54% Reduce -0.2% 6,039 $1.9M
Birmingham Capital Management Co. Inc. 0.86% Reduce -5.5% 6,035 $1.9M
BIT Capital GmbH 0.08% Reduce -6.1% 6,034 $1.9M
Bluedoor Private Wealth, LLC 0.89% — 6,018 $1.9M
Garde Capital, Inc. 0.11% Add +19.5% 6,016 $1.9M
Delta Global Management LP 0.14% Add +1.5% 6,010 $1.9M
ARK & TLK Investments, LLC 0.53% No change 6,005 $1.9M
Diligent Investors, LLC 0.48% Reduce -1.2% 6,005 $1.9M
Crumly & Associates Inc. 0.41% Add +0.5% 6,002 $1.9M
Sassicaia Capital Advisers LLC 4.23% New 6,000 $1.9M
BCS Wealth Management 0.20% Add +175.6% 5,998 $1.9M
Tilia Fiduciary Partners, Inc. 1.07% Reduce -2.0% 5,991 $1.9M
Wellington-Altus USA Inc. 1.43% — 5,984 $1.9M
Accuvest Global Advisors 1.42% Reduce -12.0% 5,983 $1.9M
Seamount Financial Group Inc. 0.87% Add +0.2% 5,976 $1.9M
AGH Wealth Advisors, LLC 1.45% Reduce -11.2% 5,971 $1.9M
Alpha Family Trust 0.87% No change 5,950 $1.9M
Verum Partners LLC 0.39% Reduce -0.2% 5,948 $1.9M
Lodestar Private Asset Management LLC 0.19% Reduce -1.3% 5,942 $1.9M
Harris Associates (Oakmark Funds) 0.00% Add +4.0% 5,935 $1.9M
Wilkerson Advisory Group LLC 0.67% — 5,930 $1.9M
Henrickson Nauta Wealth Advisors, Inc. 0.28% Add +64.0% 5,702 $1.9M
CM Wealth Advisors LLC 0.43% Add +44.9% 5,918 $1.9M
Fairtree Asset Management (Pty) Ltd 0.88% Add +28.1% 5,903 $1.9M
Triton Financial Group Inc 1.26% Add +1.8% 5,902 $1.9M
Ewa, LLC 0.46% Add +11.1% 5,898 $1.9M
Global Trust Wealth Management LLC 1.41% — 5,898 $1.9M
Hurley Capital, LLC 1.06% Reduce -0.1% 5,897 $1.9M
Ridge Creek Global, Inc 1.59% — 5,890 $1.9M
Investment Partners Asset Management, Inc. 1.18% Reduce -0.5% 5,890 $1.9M
Roehl & Yi Investment Advisors, LLC 0.76% Add +2.4% 5,884 $1.9M
Olistico Wealth, LLC 0.92% Reduce -1.6% 5,874 $1.9M
Werba Rubin Papier Wealth Management 0.51% Add +0.8% 5,868 $1.9M
Stone Wealth Partners 1.68% — 5,868 $1.9M
QP Wealth Management, LLC 1.66% — 5,861 $1.9M
WJ Financial Advisors LLC 1.68% No change 5,857 $1.9M
CORDA Investment Management, LLC. 0.14% Add +0.1% 5,844 $1.9M
Oakmont Investment Advisors, Inc. 1.38% — 5,837 $1.9M
Westerkirk Capital Inc. 0.18% Reduce -8.4% 5,838 $1.9M
Kercheville Advisors, LLC 0.49% Add +7.5% 6,195 $1.9M
Financial Partners Group, Inc 0.22% Add +2.6% 6,146 $1.9M
High Falls Advisors, Inc 0.38% Reduce -13.4% 5,827 $1.9M
Legacy Capital Wealth Partners, LLC 0.40% Reduce -2.4% 5,825 $1.9M
May Hill Capital, LLC 0.50% Add +2.2% 5,811 $1.9M
Shakespeare Wealth Management, LLC 0.41% No change 5,798 $1.9M
Fell Capital Management 1.82% — 5,795 $1.9M
Moller Wealth Partners 0.39% Add +0.0% 5,794 $1.9M
Manchester Financial Inc. 0.35% Add +2.4% 5,787 $1.9M
Grant Street Asset Management, Inc. 0.38% Add +6.9% 5,784 $1.9M
55 North Private Wealth, LLC 0.49% — 5,778 $1.9M
Cascade Investment Group, Inc. 1.24% No change 5,776 $1.9M
Gould Asset Management LLC 0.33% Reduce -1.9% 5,776 $1.9M
Barden Capital Management, Inc. 1.53% Reduce -1.4% 5,772 $1.9M
Aspire Private Capital, LLC 0.41% Reduce -2.3% 5,766 $1.9M
Virtue Asset Management LLC 1.51% Add +5.4% 5,764 $1.9M
Manske Wealth Management 0.55% Add +3.9% 5,763 $1.9M
Hofer & Associates. Inc 0.98% Add +9.1% 5,743 $1.9M
Barometer Capital Management Inc. 0.45% Reduce -64.9% 14,500 $1.8M
Rosenberg Matthew Hamilton 0.38% Add +1.2% 5,729 $1.8M
BayBridge Capital Group, LLC 1.14% Add +0.9% 5,724 $1.8M
WealthTrust Axiom LLC 0.47% Add +0.7% 5,723 $1.8M
Capital Investment Counsel, Inc 0.22% Reduce -1.3% 5,723 $1.8M
Birchcreek Wealth Management, LLC 0.91% Reduce -10.3% 5,721 $1.8M
Sendero Wealth Management, LLC 0.20% Add +1.5% 5,718 $1.8M
Alchemi Wealth, LLC 1.01% — 5,709 $1.8M
Bridgewealth Advisory Group, LLC 0.41% Reduce -3.7% 5,702 $1.8M
McAdam, LLC 0.08% Add +9.0% 5,702 $1.8M
Parkway Wealth Management Group, LLC 0.25% — 5,699 $1.8M
Legacy Financial Strategies, LLC 0.33% Add +1.4% 5,699 $1.8M
Greatmark Investment Partners, Inc. 0.22% Reduce -3.9% 5,687 $1.8M
Brucke Financial, Inc. 1.00% Reduce -3.3% 5,687 $1.8M
Cassia Capital Partners, LLC 0.99% Reduce -5.4% 5,686 $1.8M
RMR Capital Management, LLC 1.32% No change 5,677 $1.8M
Marshall Financial Group, LLC 0.35% Reduce -6.4% 5,666 $1.8M
Sander Capital Advisors Inc. 0.87% Add +501.6% 5,655 $1.8M
Braeburn Wealth Management LLC 0.93% — 5,650 $1.8M
New World Advisors LLC 0.31% Add +5.4% 5,650 $1.8M
PUREfi Wealth, LLC 1.39% Reduce -1.0% 5,649 $1.8M
Brave Warrior Advisors 0.04% No change 5,643 $1.8M
Silver Grove Financial Group, Inc. 1.57% Add +1.1% 5,641 $1.8M
Oak Thistle LLC 0.25% Add +344.3% 5,634 $1.8M
M.E. Allison & Co., Inc. 1.23% Add +0.0% 5,620 $1.8M
Wilkins Miller Wealth Management, LLC 1.08% Add +0.3% 5,615 $1.8M
Amplius Wealth Advisors, LLC 0.15% Reduce -14.7% 5,605 $1.8M
Benchmark Financial Wealth Advisors, LLC 0.52% Add +9.6% 5,603 $1.8M
Silvia McColl Wealth Management, LLC 1.20% No change 5,597 $1.8M
Canandaigua National Trust Co of Florida 1.13% Add +8.6% 5,593 $1.8M
Unified Investment Management 1.82% Reduce -0.8% 5,592 $1.8M
Spectrum Strategic Capital Management, LLC 0.96% Add +16.6% 5,582 $1.8M
Advisory Research Inc. 0.23% Reduce -9.2% 5,580 $1.8M
Evernest Financial Advisors, LLC 0.38% Reduce -11.7% 5,580 $1.8M
Old North State Trust, LLC 1.06% Reduce -0.1% 5,578 $1.8M
Baring Financial LLC 1.09% Add +1.4% 5,569 $1.8M
Yoffe Investment Management, LLC 2.29% Add +0.1% 5,565 $1.8M
Financial Council, LLC 0.71% Reduce -0.3% 5,556 $1.8M
Fiera Capital Corp 0.01% Reduce -15.5% 5,551 $1.8M
MRA Advisory Group 0.75% Add +16.0% 5,543 $1.8M
LS Investment Advisors, LLC 0.25% Add +7.5% 5,542 $1.8M
Ticino Wealth 0.66% — 5,505 $1.8M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.86% Reduce -1.3% 5,500 $1.8M
Hennessy Advisors Inc. 0.06% Reduce -8.3% 5,500 $1.8M
Eagle Strategies LLC 0.23% Add +0.8% 5,490 $1.8M
Salomon & Ludwin, LLC 0.16% Add +0.0% 5,291 $1.8M
Evansbrook LLC 1.18% — 5,485 $1.8M
Proathlete Wealth Management LLC 0.48% Add +2.3% 5,479 $1.8M
Rossby Financial, LCC 0.55% Reduce -2.4% 5,467 $1.8M
Rational Advisors, Inc. 0.19% Add +45.0% 5,464 $1.8M
Up Strategic Wealth Investment Advisors LLC 1.28% No change 5,459 $1.8M
Independent Solutions Wealth Management, LLC 0.32% Reduce -46.1% 5,453 $1.8M
QVR LLC 1.23% Add +42.6% 5,446 $1.8M
Sage Investment Counsel LLC 1.93% No change 5,442 $1.8M
Fidelity D & D Bancorp Inc. 0.76% Reduce -4.0% 5,430 $1.7M
Tennessee Valley Asset Management Partners 0.23% Reduce -7.5% 5,425 $1.7M
PKS Advisory Services, LLC 0.40% Reduce -1.0% 5,422 $1.7M
Fairview Capital Investment Management, LLC 0.09% Reduce -6.8% 5,421 $1.7M
KilterHowling LLC 0.88% Add +2.8% 5,413 $1.7M
Syverson Strege & Co 0.41% Reduce -2.5% 5,412 $1.7M
Oliver Luxxe Assets LLC 0.26% Reduce -4.0% 5,400 $1.7M
Gibbs Wealth Management 0.42% Reduce -5.5% 5,283 $1.7M
Legal Advantage Investments, Inc. 0.80% No change 5,378 $1.7M
Crown Wealth Group, LLC 0.48% Add +10.0% 5,360 $1.7M
Gerber, LLC 0.96% Add +0.1% 5,359 $1.7M
Horizon Wealth Management, LLC 0.27% Add +2.0% 5,345 $1.7M
Xcelsior Advisor Partners LLC 0.84% — 5,344 $1.7M
Elgethun Capital Management 0.30% Add +4.8% 5,344 $1.7M
Jacobsen Capital Management 0.56% Reduce -1.8% 5,341 $1.7M
Hall Laurie J Trustee 0.57% Reduce -4.3% 5,334 $1.7M
Guardian Asset Advisors, LLC 0.89% Add +3.1% 5,308 $1.7M
Clifford Group, LLC 1.32% Reduce -0.8% 5,310 $1.7M
Councilmark Asset Management, LLC 0.95% No change 5,293 $1.7M
Ark Wealth Advisors LLC 1.84% — 5,292 $1.7M
Philip James Wealth Mangement, LLC 0.20% Reduce -0.4% 5,286 $1.7M
August Group Capital Ltd 1.89% — 5,283 $1.7M
Latitude Advisors, LLC 0.75% Add +0.0% 5,281 $1.7M
Decision Investments, Inc. 1.86% — 5,279 $1.7M
Rogco, LP 0.56% Reduce -2.3% 5,275 $1.7M
Truvestments Capital LLC 0.31% Reduce -0.5% 5,275 $1.7M
Private Wealth Advisors, LLC 0.61% Reduce -4.5% 5,262 $1.7M
Centerpoint Advisors, LLC 0.52% Reduce -0.6% 5,251 $1.7M
Kennedy Investment Group, Inc. 0.64% Reduce -1.1% 5,248 $1.7M
Shelton Wealth Management, LLC 0.74% Add +7.3% 5,246 $1.7M
Garden State Investment Advisory Services LLC 0.40% Reduce -2.5% 5,220 $1.7M
Westhampton Capital, LLC 0.80% Add +5.0% 5,238 $1.7M
COFG Advisors, LLC 0.42% — 5,238 $1.7M
New Covenant Trust Company, N.A. 1.52% Add +1.1% 5,184 $1.7M
Heck Capital Advisors, LLC 0.13% Reduce -3.8% 5,236 $1.7M
Cravens & Co Advisors, LLC 1.10% Add +0.1% 5,419 $1.7M
Dempze Nancy E 0.88% Add +9.7% 5,228 $1.7M
DMC Group, LLC 1.12% Add +1.3% 5,219 $1.7M
Fairvoy Private Wealth, LLC 0.38% Reduce -0.1% 5,218 $1.7M
Trek Financial, LLC 0.10% Reduce -1.3% 5,217 $1.7M
Arthur M. Cohen & Associates, LLC 0.27% Add +0.3% 5,209 $1.7M
First Bancorp, Inc 0.89% Reduce -9.2% 5,204 $1.7M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 1.17% Reduce -37.3% 5,366 $1.7M
Aventura Private Wealth, LLC 0.60% Add +5.1% 5,203 $1.7M
Hurlow Wealth Management Group, Inc. 0.41% No change 5,190 $1.7M
Lionsbridge Wealth Management LLC 1.69% Reduce -0.5% 5,186 $1.7M
Spinnaker Investment Group, LLC 0.30% Add +0.7% 5,183 $1.7M
Uniting Wealth Partners, LLC 0.51% Add +0.7% 5,181 $1.7M
Pursuit Wealth Management LLC 1.43% — 5,179 $1.7M
Clarus Group, Inc. 0.60% Reduce -3.0% 5,165 $1.7M
Ethos Capital Management, Inc. 1.57% — 5,164 $1.7M
Portland Global Advisors LLC 0.18% Reduce -2.0% 5,158 $1.7M
A4 Wealth Advisors LLC 1.44% Reduce -1.4% 5,157 $1.7M
Neo Ivy Capital Management 0.26% Add +94.6% 5,153 $1.7M
Liberty Wealth Management LLC 0.21% Add +5.1% 5,148 $1.7M
Ami Asset Management Corp. 0.09% Reduce -2.2% 5,144 $1.7M
AJ Advisors, LLC 0.61% Reduce -5.6% 5,143 $1.7M
Richardson Financial Services Inc. 0.53% Add +1.6% 5,314 $1.7M
Brookwood Investment Group LLC 0.20% Reduce -47.4% 5,131 $1.7M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 3.79% New 5,122 $1.7M
Wagner Wealth Management, LLC 0.35% Add +8.5% 5,115 $1.6M
Sterneck Capital Management, LLC 0.74% Add +0.0% 5,110 $1.6M
Portus Wealth Advisors, LLC 1.55% Add +3.4% 5,107 $1.6M
Round Rock Advisors LLC 0.25% Add +1.4% 5,101 $1.6M
Carlson Capital, L.P. 0.79% Add +24.4% 5,100 $1.6M
Weinberger Asset Management, Inc 0.59% Add +0.2% 5,098 $1.6M
DUTCH ASSET Corp 1.26% — 5,093 $1.6M
Cross Staff Investments Inc 0.90% Reduce -0.8% 5,058 $1.6M
waypoint wealth counsel 0.60% Reduce -6.4% 5,057 $1.6M
Wallington Asset Management, LLC 0.21% Reduce -1.5% 5,053 $1.6M
Voisard Asset Management Group, Inc. 0.35% Add +3.0% 5,047 $1.6M
Eldridge Investment Advisors, Inc. 0.36% Add +1.4% 5,041 $1.6M
Caitong International Asset Management Co., Ltd 0.40% New 5,038 $1.6M
Smith Thornton Advisors LLC 0.83% Reduce -0.0% 5,034 $1.6M
International Private Wealth Advisors LLC 1.02% Add +142.7% 5,031 $1.6M
Oxler Private Wealth LLC 0.47% Add +0.5% 5,024 $1.6M
Walkner Condon Financial Advisors LLC 0.22% Add +5.2% 5,024 $1.6M
Holowesko Partners Ltd. 0.56% No change 5,000 $1.6M
JBF Capital, Inc. 0.23% No change 5,000 $1.6M
McDonough Capital Management, Inc 0.79% Add +1.1% 4,998 $1.6M
Beaumont Asset Management, L.L.C. 0.80% Reduce -0.6% 4,998 $1.6M
Journey Retirement Planning & Investment Management LLC 0.33% — 5,000 $1.6M
MFG Wealth Management, Inc. 1.25% Add +0.5% 4,993 $1.6M
BWM Planning, LLC 0.43% Add +4.9% 4,980 $1.6M
Mattern Capital Management, LLC 0.19% Add +3.3% 4,977 $1.6M
Inspirion Wealth Advisors, LLC 0.20% Add +70.8% 4,976 $1.6M
McHugh Group, LLC 0.92% No change 4,975 $1.6M
Prelude Capital Management, LLC 0.12% Add +53.5% 4,972 $1.6M
Kohmann Bosshard Financial Services, LLC 0.15% Add +0.3% 4,972 $1.6M
Great Point Wealth Advisors, LLC 0.29% Reduce -1.5% 4,961 $1.6M
MLP3, LLC 1.74% — 4,956 $1.6M
Aurora Private Wealth, Inc. 1.05% — 4,953 $1.6M
Benson Investment Management Company, Inc. 0.56% No change 4,950 $1.6M
Heritage Investment Group, Inc. 0.24% Reduce -3.2% 4,949 $1.6M
Insight Advisors, LLC/ PA 0.24% Add +0.5% 4,946 $1.6M
Armstrong Advisory Group, Inc. 0.11% Add +1.7% 4,946 $1.6M
Matisse Capital 0.71% Add +6.7% 4,941 $1.6M
Viawealth, LLC 0.89% Reduce -2.0% 4,937 $1.6M
Cambridge Advisors Inc. 0.30% Add +0.2% 4,936 $1.6M
Maxele Advisors, LLC 1.29% Add +1.2% 4,934 $1.6M
Blalock Williams, LLC 1.27% Add +0.7% 4,921 $1.6M
Willner & Heller, LLC 1.14% Reduce -0.6% 4,907 $1.6M
Aua Capital Management, LLC 0.79% Add +46.6% 4,898 $1.6M
Matauro, LLC 0.24% Add +1.4% 4,891 $1.6M
Creative Financial Designs Inc. 0.10% Add +8.3% 4,891 $1.6M
Crusonia Wealth Advisors LLC 0.35% — 4,887 $1.6M
Diversified Portfolios, Inc. 0.13% Add +6.9% 4,885 $1.6M
Hutchinson Capital Management 0.27% Add +11.9% 4,863 $1.6M
CJM Wealth Advisers, Ltd. 0.47% Reduce -3.2% 4,861 $1.6M
Rovin Capital /Ut/ 0.42% Add +36.8% 4,860 $1.6M
Engineers Gate Manager LP 0.02% New 4,857 $1.6M
Taylor Hoffman Capital Management LLC 0.47% No change 4,853 $1.6M
PhiloSmith Capital Corp 0.43% No change 4,850 $1.6M
Delphi Management Inc. 1.52% Reduce -3.3% 4,845 $1.6M
Titan Investment Solutions Ltd 0.19% — 4,842 $1.6M
State of Wyoming 0.17% Reduce -5.0% 4,836 $1.6M
GenTrust, LLC 0.07% Reduce -22.7% 4,834 $1.6M
Cardiff Park Advisors, LLC 0.13% Reduce -12.8% 4,829 $1.6M
Leonard Rickey Investment Advisors P.L.L.C. 0.28% Add +2.8% 4,827 $1.6M
Centennial Bank 0.62% No change 4,824 $1.6M
Womack Financial LLC 1.15% Reduce -4.4% 4,822 $1.6M
Peregrine Asset Advisers, Inc. 0.44% Reduce -1.4% 4,821 $1.6M
Park Capital Management, LLC / WI 1.11% Reduce -4.8% 4,816 $1.6M
Integrated Quantitative Investments LLC 0.33% Add +142.5% 4,812 $1.6M
Davis Investment Partners, LLC 0.54% Reduce -25.2% 4,758 $1.5M
Aspen Wealth Management LLC 0.33% Add +0.4% 4,803 $1.5M
Tectonic Advisors LLC 0.08% Add +0.8% 4,799 $1.5M
Capula Management Ltd 0.01% Reduce -44.5% 4,798 $1.5M
McLaughlin Asset Management, Inc. 1.38% — 4,795 $1.5M
Berkeley Capital Partners, LLC 0.36% Reduce -38.0% 4,795 $1.5M
Signature Equity Partners, LLC 0.85% — 4,790 $1.5M
Andrews Advisory Associates, LLC 0.82% — 4,787 $1.5M
Aspen Capital Management, LLC 0.38% Add +2.9% 4,782 $1.5M
Elevated Private Wealth, LLC 1.60% — 4,779 $1.5M
Future Fund LLC 0.49% Reduce -12.0% 4,770 $1.5M
Financial Planning Hawaii, Inc. 0.89% — 4,769 $1.5M
Schorn Wealth LLC 0.47% Add +1.1% 4,765 $1.5M
Almanack Investment Partners, LLC. 0.26% Add +3.3% 4,760 $1.5M
Retirement Planning Co of New England, Inc. 0.61% Reduce -0.9% 4,757 $1.5M
Hamilton Wealth, LLC 0.29% Add +9.3% 4,748 $1.5M
Red Wave Investments LLC 0.45% Reduce -0.8% 4,746 $1.5M
Opal Capital LLC 0.38% — 4,747 $1.5M
Northstar Financial Companies, Inc. 1.22% Add +47.7% 4,744 $1.5M
Pasadena Private Wealth, LLC 0.21% Reduce -0.9% 4,739 $1.5M
Blue Line Capital, LLC / IL 1.81% — 4,734 $1.5M
Great Oak Capital Partners, LLC 0.38% Add +0.5% 4,684 $1.5M
Madison Wealth Partners, Inc 0.28% Reduce -8.7% 4,725 $1.5M
Silverlake Wealth Management LLC 0.34% Add +4.1% 4,715 $1.5M
PFW Advisors LLC 0.46% Reduce -3.6% 4,714 $1.5M
Old Peak Finance LLC 0.94% — 4,708 $1.5M
49 Wealth Management, LLC 0.12% Add +6.5% 4,700 $1.5M
Evanson Asset Management, LLC 0.08% Add +0.2% 4,699 $1.5M
Hamilton Capital, LLC 0.08% — 4,698 $1.5M
Sandro Wealth Management LLC 1.25% — 4,687 $1.5M
Longfellow Investment Management Co. LLC 0.34% No change 4,686 $1.5M
FORM Wealth Advisors, LLC 0.18% — 4,683 $1.5M
Goldenstone Wealth Management LLC 1.13% — 4,683 $1.5M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.38% Add +1.3% 4,680 $1.5M
Grove Street Fiduciary, LLC 0.63% No change 4,673 $1.5M
MBE Wealth Management, LLC 0.63% Add +1.0% 4,673 $1.5M
Darden Wealth Group Inc 0.73% Add +0.3% 4,670 $1.5M
RVW Wealth, LLC 0.11% Add +0.1% 4,668 $1.5M
Prosperity Bancshares Inc 1.36% — 4,666 $1.5M
Unify Financial Advisors 1.57% — 4,663 $1.5M
Expressive Wealth LLC 1.62% — 4,662 $1.5M
Nicholas Wealth, LLC. 1.01% Add +18.9% 4,660 $1.5M
Highland Financial Advisors, LLC 0.42% Add +1.3% 4,659 $1.5M
Severin Investments, LLC 1.33% Reduce -4.0% 4,657 $1.5M
Smart Portfolios, LLC 1.49% Add +0.7% 4,650 $1.5M
Novak & Powell Financial Services, Inc. 0.78% Reduce -18.2% 4,637 $1.5M
Victory Financial Group, LLC 0.19% Add +23.0% 4,634 $1.5M
Dogwood Wealth Management LLC 0.66% Reduce -10.5% 4,633 $1.5M
Prostatis Group LLC 0.36% Add +84.0% 4,627 $1.5M
Activest Wealth Management 0.28% Reduce -26.5% 4,616 $1.5M
SBI Okasan Asset Management Co.Ltd. 0.08% — 4,590 $1.5M
Campion Asset Management 1.03% Reduce -0.5% 4,609 $1.5M
Oak Grove Capital LLC 0.29% New 4,600 $1.5M
Pathfinder Wealth Consulting, Inc. 0.94% — 4,597 $1.5M
CWS Financial Advisors, LLC 0.40% Add +0.0% 4,597 $1.5M
Morse Asset Management, Inc 0.30% Add +70.7% 4,588 $1.5M
Gibraltar Capital Management, Inc. 0.25% Add +12.2% 4,582 $1.5M
Discipline Wealth Solutions, LLC 0.27% Add +11.7% 4,578 $1.5M
Avalon Trust Co 0.10% No change 4,571 $1.5M
Paladin Wealth, LLC 1.00% Reduce -5.6% 4,564 $1.5M
Mainsail Financial Group, LLC 0.61% Reduce -4.1% 4,554 $1.5M
Sykon Capital LLC 0.47% Add +0.2% 4,523 $1.5M
Larry Mathis Financial Planning, LLC 1.29% — 4,522 $1.5M
Green Ridge Wealth Planning LLC 0.74% — 4,497 $1.4M
Bulltick Wealth Management, LLC 0.31% Reduce -10.3% 4,497 $1.4M
Lakeshore Capital Group, Inc. 1.16% Add +2.6% 4,495 $1.4M
Enclave Advisors LLC 0.21% Reduce -0.3% 4,494 $1.4M
EdgeRock Capital LLC 0.38% Add +16.1% 4,480 $1.4M
O'Neil Global Advisors, Inc. 0.49% Reduce -19.8% 4,464 $1.4M
Hara Capital LLC 0.80% Reduce -1.1% 4,461 $1.4M
Geremia Financial Services, LLC 1.18% — 4,451 $1.4M
Dorato Capital Management 1.07% — 4,652 $1.4M
GenWealth Group, Inc. 0.24% Add +8.1% 4,279 $1.4M
Ellevest, Inc. 0.20% Add +2.1% 4,441 $1.4M
TPG Advisors LLC 0.89% Add +0.1% 4,437 $1.4M
SPWM Advisors LLC 1.37% — 4,428 $1.4M
Eagle Harbor Asset Management Inc. 1.18% Reduce -1.9% 4,426 $1.4M
Center For Asset Management LLC 0.75% Add +4.1% 4,422 $1.4M
Elwood & Goetz Wealth Advisory Group, LLC 0.25% Add +6.8% 4,420 $1.4M
STAR Financial Bank 0.73% Reduce -23.4% 4,415 $1.4M
Vericrest Private Wealth 1.26% — 4,407 $1.4M
Alan B Lancz & Associates, Inc. 1.25% No change 4,406 $1.4M
Borer Denton & Associates, Inc. 0.48% No change 4,404 $1.4M
LeConte Wealth Management, LLC 0.93% Add +10.8% 4,398 $1.4M
Whitaker-Myers Wealth Managers, LTD. 0.30% Add +1.2% 4,395 $1.4M
GatePass Capital, LLC 0.74% Reduce -9.4% 4,393 $1.4M
Investor's Fiduciary Advisor Network, LLC 0.30% Add +24.7% 4,387 $1.4M
Fiduciary Financial Group, LLC 0.20% Add +12.2% 4,385 $1.4M
Luts & Greenleigh Group, Inc. 1.20% Add +0.1% 4,383 $1.4M
California First Leasing Corp. 0.46% No change 4,380 $1.4M
Second Half Financial Partners, LLC 0.63% Reduce -1.3% 4,373 $1.4M
Fca Corp. 0.40% Reduce -0.5% 4,358 $1.4M
Summit Wealth Partners, LLC 0.26% Add +0.0% 4,346 $1.4M
Pacific Point Advisors, LLC 0.75% Add +13.7% 4,345 $1.4M
Windsor Advisory Group, LLC 1.25% Reduce -5.9% 4,342 $1.4M
Thomas Story & Son LLC 0.52% Reduce -1.6% 4,340 $1.4M
LWM Advisory Services, LLC 0.82% Reduce -19.8% 4,337 $1.4M
Reynders McVeigh Capital Management, LLC 0.07% Reduce -2.6% 4,324 $1.4M
Tripletail Wealth Management, LLC 1.76% Add +4.7% 4,321 $1.4M
Proficio Capital Partners LLC 0.10% Reduce -7.9% 4,309 $1.4M
One Day In July LLC 0.11% Add +18.1% 4,307 $1.4M
Independence Financial Advisors, LLC 0.38% Add +416.8% 4,279 $1.4M
Ipsen Advisor Group LLC 0.98% Reduce -11.0% 4,272 $1.4M
Bravias Capital Group, LLC 0.83% Add +11.2% 4,265 $1.4M
Clearwater Capital Advisors, LLC 0.11% Reduce -3.3% 4,256 $1.4M
GSG Advisors LLC 0.35% Add +0.8% 4,256 $1.4M
Poehling Capital Management, INC. 0.28% No change 4,255 $1.4M
New Vernon Investment Management LLC 1.33% No change 4,253 $1.4M
Summitry LLC 0.06% Add +9.3% 4,248 $1.4M
S.A. Mason LLC 0.54% Add +2.1% 4,245 $1.4M
Lumbard & Kellner, LLC 0.48% Add +1.2% 4,234 $1.4M
Wayfinding Financial, LLC 0.58% Reduce -5.9% 4,231 $1.4M
Cadent Capital Advisors, LLC 0.36% Reduce -0.5% 4,229 $1.4M
Wealth Group, Ltd. 1.32% — 4,215 $1.4M
Alvarez & Marsal Private Wealth Partners, LLC 0.26% — 4,210 $1.4M
Towercrest Capital Management 0.21% Reduce -1.5% 4,204 $1.4M
Bluesphere Advisors LLC 0.60% Add +0.3% 4,204 $1.4M
Colter Lewis Investment Partners LLC 1.57% — 4,201 $1.4M
Fiducient Advisors LLC 0.17% Add +10.6% 4,200 $1.4M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 1.27% — 4,198 $1.4M
GGM Financial LLC 0.66% Add +0.3% 4,196 $1.4M
Taylor Financial Group, Inc. 0.79% No change 4,192 $1.4M
Narus Financial Partners, LLC 0.37% Add +2.0% 4,188 $1.3M
Arsenal Capital Advisors LLC 0.95% — 4,179 $1.3M
Gemmer Asset Management LLC 0.10% Reduce -6.7% 4,175 $1.3M
Fourth Dimension Wealth, LLC 0.49% Reduce -1.3% 4,174 $1.3M
Hassell Wealth Management, LLC 0.45% Add +0.0% 4,304 $1.3M
Alliance Wealth Management Group 0.30% Reduce -1.5% 4,173 $1.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Reduce -32.5% 4,173 $1.3M
Landaas & Co. /Wi 0.30% No change 4,171 $1.3M
iSAM Funds (UK) Ltd 0.48% New 4,166 $1.3M
Elite Wealth Management, Inc. 0.37% Add +2.2% 4,166 $1.3M
Sage Private Wealth Group, LLC 0.72% Reduce -0.5% 4,162 $1.3M
Hardin Capital Partners, LLC 0.63% Add +5.4% 4,161 $1.3M
Elevated Financial Group LLC 0.46% — 4,157 $1.3M
Davidson Investment Advisors 0.06% Add +1.4% 4,152 $1.3M
Tevis Investment Management 0.80% No change 4,238 $1.3M
O'Brien Wealth Partners LLC 0.18% Add +0.1% 4,148 $1.3M
Alliance Wealth Advisors, LLC 0.64% Reduce -1.3% 4,148 $1.3M
Sulzberger Capital Advisors, Inc. 1.35% Reduce -21.4% 4,142 $1.3M
Operose Advisors LLC 0.31% Reduce -0.5% 4,134 $1.3M
Affinity Capital Advisors, LLC 0.18% Add +4.4% 4,121 $1.3M
ORG Partners LLC 0.24% Add +13.8% 4,117 $1.3M
Elm Partners Management LLC 0.06% Add +5.2% 4,114 $1.3M
Outlook Wealth Advisors, LLC 0.30% Add +22.9% 4,114 $1.3M
Kaydan Wealth Management, Inc. 0.38% Reduce -0.2% 4,111 $1.3M
Single Point Partners, LLC 0.26% Reduce -1.5% 4,111 $1.3M
BridgePort Financial Solutions, LLC 0.36% Reduce -1.3% 4,105 $1.3M
Whelan Financial 0.41% Reduce -11.3% 4,102 $1.3M
Bank of Marin 0.91% Reduce -0.1% 4,101 $1.3M
Goldstein Advisors, LLC 0.15% Reduce -1.4% 4,099 $1.3M
Keyvantage Wealth, LLC 0.56% Reduce -9.6% 4,093 $1.3M
LM Advisors LLC 5.21% Reduce -67.7% 4,250 $1.3M
R.H. Dinel Investment Counsel, Inc. 0.97% No change 4,092 $1.3M
M3 Advisory Group, LLC 0.80% Add +1.4% 4,075 $1.3M
Tsfg, LLC 0.20% Add +0.1% 4,073 $1.3M
Cultivar Capital, Inc. 0.84% Add +6.3% 4,074 $1.3M
Probity Advisors, Inc. 0.21% Reduce -0.2% 4,071 $1.3M
Peck Wealth Management, LLC 1.23% Reduce -11.0% 4,052 $1.3M
Investment Advisory Group, LLC 0.34% Reduce -2.0% 4,041 $1.3M
Kingsman Wealth Management, Inc. 0.70% Add +4.3% 4,038 $1.3M
Cascade Financial Partners, LLC 0.13% Add +3.1% 4,034 $1.3M
Flagship Wealth Advisors, LLC 0.38% Add +0.3% 4,033 $1.3M
Financial Consulate, Inc. 0.18% Reduce -26.9% 4,028 $1.3M
Secure Asset Management, LLC 0.20% Reduce -7.1% 4,027 $1.3M
Doheny Asset Management 0.79% No change 4,024 $1.3M
OneAscent Family Office, LLC 0.88% Add +50.1% 4,025 $1.3M
Steph & Co. 0.37% Reduce -11.8% 4,024 $1.3M
Emerald Advisors, LLC 0.18% Reduce -0.3% 4,021 $1.3M
TrueWealth Advisors, LLC 0.34% Reduce -14.9% 4,015 $1.3M
Challenger Wealth Management 0.98% No change 4,001 $1.3M
Wendell David Associates Inc. 0.13% No change 4,000 $1.3M
Bayesian Capital Management, LP 2.95% New 4,000 $1.3M
Greenhaven Associates Inc. 0.02% No change 4,000 $1.3M
VestGen Investment Management 0.71% Add +12.3% 3,997 $1.3M
Blake Schutter Theil Wealth Advisors, LLC 1.06% Reduce -3.0% 3,993 $1.3M
Arcus Capital Partners, LLC 0.46% Add +195.1% 3,987 $1.3M
Sterling Group Wealth Management, LLC 0.62% Add +0.1% 3,987 $1.3M
Ardent Capital Management, Inc. 0.51% No change 3,984 $1.3M
Retirement Income Solutions, Inc. 0.22% Reduce -3.6% 3,984 $1.3M
Consilio Wealth Advisors, LLC 0.38% Reduce -1.6% 3,983 $1.3M
D.B. Root & Company, LLC 0.31% Reduce -1.9% 3,978 $1.3M
PSI Advisors, LLC 0.32% Add +4.4% 3,971 $1.3M
Cyr Financial Inc. 0.80% Add +2.1% 3,970 $1.3M
Warwick Investment Management, Inc. 0.20% Add +3.5% 3,968 $1.3M
Indie Asset Partners, LLC 1.42% Add +5.3% 3,963 $1.3M
NBZ Investment Advisors LLC 0.56% No change 3,962 $1.3M
Atlatl Advisers LLC 0.49% Reduce -0.9% 3,955 $1.3M
Hopwood Financial Services, Inc. 0.90% Reduce -1.8% 3,953 $1.3M
Michael Brady & Co., LLC 1.27% — 3,952 $1.3M
Shulman DeMeo Asset Management LLC 0.29% Reduce -0.7% 3,950 $1.3M
Avantra Family Wealth, Inc. 0.92% Reduce -0.2% 3,948 $1.3M
City National Bank of Florida 0.83% Add +5.8% 3,948 $1.3M
Optivise Advisory Services LLC 0.73% Add +25.2% 3,944 $1.3M
Hoxton Planning & Management, LLC 0.38% Add +1.8% 3,939 $1.3M
Riverview Trust Co 1.53% No change 3,936 $1.3M
Long Road Investment Counsel, LLC 0.48% Add +14.6% 3,932 $1.3M
Advance Capital Management, Inc. 0.05% Reduce -1.9% 3,929 $1.3M
Wimmer Associates 1, LLC 0.59% No change 3,920 $1.3M
Market Street Wealth Management Advisors LLC 0.20% Reduce -0.1% 3,919 $1.3M
Total Investment Management Inc. 0.16% Add +0.1% 3,910 $1.3M
Destiny Wealth Partners, LLC 0.14% No change 4,184 $1.3M
Skba Capital Management LLC 0.18% Reduce -10.9% 3,907 $1.3M
Magnolia Capital Management Ltd. 0.94% Add +9.2% 3,905 $1.3M
Francis Financial, Inc. 0.25% Add +16.2% 3,903 $1.3M
North Capital, Inc. 1.08% Add +0.4% 3,900 $1.3M
Bantamac Capital, LLC 0.89% Add +105.3% 3,900 $1.3M
Cape Investment Advisory, Inc. 0.39% Add +42.0% 3,915 $1.3M
Clark & Stuart, Inc 0.86% Reduce -0.1% 3,890 $1.3M
Roberts Glore & Co. Inc. 0.33% Reduce -1.9% 3,887 $1.3M
Value Investment Professionals, LLC 1.31% — 27,978 $1.3M
Tanager Wealth Management LLP 0.12% Add +6.9% 3,883 $1.3M
Dock Street Asset Management Inc. 0.11% Add +14.6% 3,880 $1.3M
Saturna Capital Corp. 0.02% No change 3,873 $1.2M
Merrion Investment Management Co, LLC 0.67% Reduce -6.6% 3,872 $1.2M
Dark Forest Capital Management LP 0.06% Reduce -86.5% 3,867 $1.2M
Insight 2811, Inc. 0.55% Add +18.1% 3,860 $1.2M
Tillman Hartley LLC 0.31% Reduce -3.0% 3,857 $1.2M
Range Advisory, LLC 0.32% — 3,851 $1.2M
NCP Inc. 1.00% Add +3.5% 3,850 $1.2M
Analyst IMS Investment Management Services Ltd. 0.04% Reduce -47.7% 3,841 $1.2M
Goldstream Capital Management Ltd 0.51% No change 3,841 $1.2M
Granville Capital, Inc. 0.66% — 3,832 $1.2M
LCM Capital Management Inc 0.60% Reduce -0.7% 3,822 $1.2M
Blue Bell Private Wealth Management, LLC 0.18% Add +0.2% 3,817 $1.2M
Watershed Private Wealth LLC 0.37% Add +2.0% 3,816 $1.2M
Hilton Head Capital Partners, LLC 0.72% — 3,813 $1.2M
Eurizon SLJ Capital Ltd 0.49% — 3,812 $1.2M
Vawter Financial, Ltd. 0.52% Add +0.1% 3,810 $1.2M
Stonebridge Financial Group, LLC / MO 1.06% — 3,803 $1.2M
DV Equities, LLC 0.22% — 3,803 $1.2M
Summa Corp. 0.53% Add +5.6% 3,800 $1.2M
Arkfeld Wealth Strategies, L.L.C. 0.42% Reduce -0.3% 3,741 $1.2M
a16z Perennial Management, L.P. 0.10% Add +2.3% 3,789 $1.2M
Riversedge Advisors, LLC 0.20% Reduce -8.2% 3,783 $1.2M
Harbor Group, Inc. 0.18% Add +0.5% 3,783 $1.2M
Coyle Financial Counsel LLC 0.26% Add +29.2% 3,783 $1.2M
Safeguard Investment Advisory Group, LLC 0.31% Reduce -4.7% 3,782 $1.2M
Gambit Capital Management, LLC 0.87% — 3,782 $1.2M
Parsonex Advisory Services, Inc. 0.78% Reduce -5.4% 3,779 $1.2M
Three Magnolias Financial Advisors, LLC 0.76% Reduce -1.3% 3,796 $1.2M
Hibernia Wealth Partners, LLC 0.37% Add +126.3% 3,775 $1.2M
Willis Johnson & Associates, Inc. 0.07% Reduce -12.3% 3,765 $1.2M
Summit Securities Group LLC 0.22% Reduce -13.9% 3,758 $1.2M
Per Stirling Capital Management, LLC. 0.14% Reduce -0.2% 3,757 $1.2M
Mayport, LLC 0.24% Reduce -5.9% 3,756 $1.2M
Golden Reserve Retirement LLC 0.22% New 3,750 $1.2M
KDT Advisors, LLC 1.69% Add +0.9% 3,747 $1.2M
Pandora Wealth, Inc. 0.73% Reduce -17.7% 3,745 $1.2M
Greenland Capital Management LP 0.19% New 3,740 $1.2M
Litman Gregory Wealth Management LLC 0.09% Reduce -1.5% 3,738 $1.2M
Fiduciary Wealth Partners, LLC 0.49% Reduce -6.2% 3,737 $1.2M
Prasad Wealth Partners, LLC 0.32% Reduce -1.9% 3,736 $1.2M
Petra Financial Advisors Inc. 0.71% Add +7.7% 3,730 $1.2M
Garrett Wealth Advisory Group, LLC 0.23% Reduce -8.0% 3,724 $1.2M
TFB Advisors LLC 0.34% Reduce -0.6% 3,723 $1.2M
MFA Wealth Services 0.81% Reduce -9.0% 3,719 $1.2M
Compass Ion Advisors, LLC 0.11% Reduce -0.2% 3,713 $1.2M
Van Diest Capital, LLC 1.78% — 3,712 $1.2M
Lewis Asset Management, LLC 0.49% Add +4.0% 3,704 $1.2M
Santori & Peters, Inc. 0.41% Add +0.2% 3,701 $1.2M
Ecofi Investissements SA 0.82% No change 3,700 $1.2M
Tailwinds Wealth, LLC 1.28% — 3,700 $1.2M
Tranquilli Financial Advisor LLC 0.69% Reduce -0.4% 3,698 $1.2M
Disciplined Equity Management, Inc. 0.62% Reduce -1.9% 3,693 $1.2M
BCM Advisors, LLC 0.23% Reduce -7.0% 3,994 $1.2M
Legacies Wealth LLC 0.67% No change 3,684 $1.2M
Planning Center, Inc. 0.12% Add +0.1% 3,683 $1.2M
Fulcrum Equity Management 1.13% Add +145.1% 3,674 $1.2M
White Lighthouse Investment Management Inc. 0.17% Add +116.6% 3,673 $1.2M
Tributary Capital Management, LLC 0.12% Reduce -2.6% 3,670 $1.2M
Schonfeld Strategic Advisors LLC 0.01% Reduce -31.7% 3,670 $1.2M
Quantum Portfolio Management LLC 0.52% Reduce -14.9% 3,667 $1.2M
Pine Haven Investment Counsel, Inc 0.84% Reduce -3.9% 3,666 $1.2M
von Borstel & Associates, Inc. 0.28% Reduce -54.9% 3,666 $1.2M
Lifeworks Advisors, LLC 0.15% Add +7.6% 3,661 $1.2M
Abound Wealth Management 0.28% Add +2.6% 3,657 $1.2M
Rise Advisors, LLC 0.42% Reduce -4.0% 3,655 $1.2M
Hidden Cove Wealth Management, LLC 0.76% Add +5.2% 3,651 $1.2M
BNB Wealth Management, LLC 0.76% — 3,649 $1.2M
Mayfair Advisory Group, LLC 0.46% Reduce -4.2% 3,599 $1.2M
Meramec Financial Planners, LLC 0.46% — 3,631 $1.2M
Invenio Wealth Partners LLC 0.43% Reduce -1.5% 3,630 $1.2M
WealthSpring Partners, LLC 1.20% — 3,630 $1.2M
Semus Wealth Partners LLC 0.63% Add +0.4% 3,629 $1.2M
Wealthcare Capital Partners, LLC 0.55% Reduce -1.8% 3,627 $1.2M
Port Capital LLC 0.05% No change 3,627 $1.2M
Stonekeep Investments, LLC 0.74% Add +0.3% 3,612 $1.2M
William Mack & Associates, Inc. 0.55% Reduce -0.9% 3,612 $1.2M
Capital Squared Financial LLC 0.91% Add +2.9% 3,607 $1.2M
Holland Advisory Services, Inc. 1.56% Reduce -3.3% 3,599 $1.2M
Coastwise Capital Group, LLC 0.60% Add +0.2% 3,597 $1.2M
South Shore Capital Advisors 0.85% — 3,595 $1.2M
Cardinal Strategic Wealth Guidance 0.30% Reduce -12.7% 3,591 $1.2M
Mascoma Wealth Management LLC 0.25% Add +0.5% 3,581 $1.2M
1776 Wealth LLC 0.43% Add +0.1% 3,580 $1.2M
Myriad Asset Management US LP 1.93% Reduce -72.0% 3,577 $1.2M
Eagle Bay Advisors LLC 0.84% Reduce -1.1% 3,576 $1.2M
Gouws Capital LLC 0.61% No change 3,573 $1.2M
Puff Wealth Management, LLC 1.49% Add +0.8% 3,537 $1.2M
J. Derek Lewis & Associates Inc. 0.27% — 3,572 $1.2M
Trust Co. of Oklahoma 0.34% Add +5.3% 3,569 $1.2M
KFA Private Wealth Group, LLC 0.28% Add +3.6% 3,569 $1.1M
Joule Financial, LLC 0.34% Add +5.0% 3,566 $1.1M
Tilson Financial Group, Inc. 0.35% Add +5.6% 3,564 $1.1M
Flaharty Asset Management, LLC 0.14% Add +7.7% 3,561 $1.1M
Whalen Wealth Management Inc. 0.62% New 3,559 $1.1M
Byrne Financial Freedom, LLC 0.53% Add +6.6% 3,555 $1.1M
Alpha Zero LLC 0.63% Add +1.1% 3,554 $1.1M
Deseret Mutual Benefit Administrators 0.49% Reduce -4.4% 3,549 $1.1M
Firethorn Wealth Partners, LLC 0.43% Add +3.4% 3,545 $1.1M
Washington Capital Management, Inc. 0.93% Reduce -60.8% 3,545 $1.1M
Flagstone Financial Management 0.29% Reduce -6.3% 3,542 $1.1M
KFG Wealth Management, LLC 0.15% Add +2.1% 3,540 $1.1M
Northbridge Financial Group, LLC 0.51% — 3,535 $1.1M
IVC Wealth Advisors LLC 0.50% Add +2.7% 3,534 $1.1M
Tobias Financial Advisors, Inc. 0.16% Add +47.4% 3,534 $1.1M
Fuller & Thaler Asset Management, Inc. 0.00% No change 3,529 $1.1M
Bright Futures Wealth Management, LLC. 0.85% Add +1.1% 3,524 $1.1M
Carlson Financial, Inc. 0.66% — 3,520 $1.1M
Endeavor Private Wealth, Inc. 0.32% Add +7.1% 3,514 $1.1M
Maltin Wealth Management, Inc. 0.45% Add +0.2% 3,510 $1.1M
Griffith & Werner, Inc. 0.58% No change 3,508 $1.1M
Postrock Partners LLC 0.49% No change 3,502 $1.1M
Wealth Advisors of Iowa, LLC 0.37% Add +10.2% 3,499 $1.1M
WJ Interests, LLC 0.48% No change 3,498 $1.1M
Persium Advisors, LLC 0.82% Add +2.6% 3,492 $1.1M
Ameriflex Group, Inc. 0.58% Reduce -44.8% 3,481 $1.1M
Millennium Capital Advisors, LLC 0.66% Add +0.5% 3,481 $1.1M
Murphy & Mullick Capital Management Corp 0.81% Add +17.3% 3,477 $1.1M
First Community Trust NA 0.83% Add +11.0% 3,473 $1.1M
Kahn Brothers Group Inc. 0.20% Add +30.0% 3,468 $1.1M
Themes Management Co LLC 0.89% — 3,462 $1.1M
Firestone Capital Management 0.24% Reduce -0.9% 3,461 $1.1M
Old North State Wealth Management, LLC 0.52% Reduce -3.3% 3,435 $1.1M
apricus wealth, LLC 0.57% Add +3.9% 3,443 $1.1M
Sun Group Wealth Partners 0.89% — 3,439 $1.1M
Bellevue Asset Management, LLC 0.36% Add +0.3% 3,436 $1.1M
Rooted Wealth Advisors, Inc. 0.31% Reduce -0.2% 3,481 $1.1M
J.E. Simmons & Co., P.C. 0.71% — 3,418 $1.1M
BlueSky Wealth Advisors, LLC 0.15% No change 3,416 $1.1M
Quantum Private Wealth, LLC 0.32% No change 3,411 $1.1M
Oxford Wealth Group, LLC 0.53% — 3,407 $1.1M
Ariadne Wealth Management, LP 0.45% Add +8.9% 3,626 $1.1M
Eubel Brady & Suttman Asset Management Inc. 0.13% Reduce -10.9% 3,406 $1.1M
Walser Wealth Management Company, A Ltd Liability Co 0.58% — 3,404 $1.1M
Charter Capital Management, LLC\DE 0.57% Add +0.0% 3,402 $1.1M
Beckerman Institutional, LLC 0.62% No change 3,400 $1.1M
Lawood & Co. 1.04% — 3,398 $1.1M
Buttonwood Financial Advisors Inc. 0.36% Reduce -0.3% 3,398 $1.1M
TruNorth Capital Management, LLC 0.21% Add +7.8% 3,392 $1.1M
National Wealth Management Group, LLC 0.38% Reduce -0.3% 3,390 $1.1M
Wealthspire Retirement, LLC 0.07% Add +0.6% 3,388 $1.1M
Acorn Creek Capital LLC 0.39% Add +0.8% 3,386 $1.1M
Truepoint, Inc. 0.02% Reduce -5.8% 3,386 $1.1M
Capital Advisory Group Advisory Services, LLC 0.32% Reduce -44.3% 3,379 $1.1M
American Capital Advisory, LLC 0.47% Add +0.5% 3,379 $1.1M
Cooper/Haims Advisors, LLC 0.49% Add +2.4% 3,376 $1.1M
Hobart Private Capital, LLC 0.21% Add +108.7% 3,375 $1.1M
CBIZ Investment Advisory Services, LLC 0.04% Reduce -11.7% 3,366 $1.1M
Opal Wealth Advisors, LLC 0.28% Reduce -10.0% 3,363 $1.1M
Signet Private Wealth LLC 1.04% — 3,362 $1.1M
LifePlan Investment Advisors, Inc. 0.44% Add +2.4% 3,359 $1.1M
Bank & Trust Co 0.77% No change 3,357 $1.1M
Glass Wealth Management Co LLC 0.44% No change 3,354 $1.1M
Ackerman Capital Advisors, LLC 0.22% Reduce -0.7% 3,354 $1.1M
Isthmus Partners, LLC 0.12% No change 3,353 $1.1M
Forefront Analytics, LLC 0.95% Add +0.5% 3,353 $1.1M
Twin Focus Capital Partners, LLC 0.12% Reduce -22.2% 3,347 $1.1M
Mullooly Asset Management, Inc. 0.39% Add +0.4% 3,345 $1.1M
TCFG Wealth Management, LLC 0.42% Add +1.3% 3,339 $1.1M
Collective Family Office LLC 0.25% Add +1.0% 3,339 $1.1M
Founders Grove Wealth Partners, LLC 0.24% Add +11.4% 3,339 $1.1M
Rede Wealth, LLC 0.37% Reduce -7.7% 3,338 $1.1M
Burkett Asset Management Ltd 1.09% — 3,335 $1.1M
Pathway Financial Advisors LLC 0.13% Reduce -3.3% 3,210 $1.1M
Motive Wealth Advisors 0.46% Reduce -2.4% 3,327 $1.1M
Permanent Capital Management, LP 0.21% Reduce -10.3% 3,327 $1.1M
Concentric Capital Strategies, LP 0.06% Reduce -93.9% 3,322 $1.1M
Laraway Financial Advisors Inc 0.70% Reduce -1.5% 3,321 $1.1M
Castlekeep Investment Advisors LLC 0.48% Reduce -0.5% 3,310 $1.1M
Strathmore Capital Advisors, Inc. 0.35% Add +4.3% 3,309 $1.1M
Howard Wealth Management, LLC 0.47% Reduce -9.9% 3,306 $1.1M
Weaver Consulting Group 0.26% Add +0.7% 3,306 $1.1M
Arkos Global Advisors 0.14% Reduce -21.8% 3,307 $1.1M
Washburn Capital Management, Inc. 0.59% Add +1.7% 3,300 $1.1M
Reflection Asset Management 0.75% — 3,287 $1.1M
Prosperity Wealth Management, Inc. 0.35% Add +0.3% 3,271 $1.1M
Keb Asset Management, LLC 0.21% Add +8.2% 3,270 $1.1M
PeakShares LLC 1.03% — 3,264 $1.1M
Factor Wealth Management LTD 0.23% Reduce -4.5% 3,262 $1.1M
Silver Lake Advisory, LLC 0.41% Add +0.4% 3,254 $1.0M
Partners Wealth Management, LLC 1.09% Reduce -1.0% 3,249 $1.0M
Praxis Capital Management LLC 3.75% — 3,248 $1.0M
Illumine Investment Management, LLC 0.76% Reduce -5.8% 3,241 $1.0M
Knightsbridge Asset Management, LLC 0.17% Add +26.6% 3,235 $1.0M
Westwood Wealth Management 0.78% Add +6.3% 3,230 $1.0M
Lionshead Wealth Management, LLC 0.78% Add +1.4% 3,230 $1.0M
Tacita Capital Inc 0.60% Add +3.3% 3,226 $1.0M
A. D. Beadell Investment Counsel, Inc. 0.68% No change 3,222 $1.0M
TrustBank 0.43% — 3,221 $1.0M
Client 1ST Advisory Group, LLC 0.32% Add +15.0% 3,217 $1.0M
Pacific Center for Financial Services 0.26% No change 3,286 $1.0M
Johnson Financial Group, LLC 0.06% Add +64.3% 3,216 $1.0M
Salzhauer Michael 0.46% No change 3,215 $1.0M
BLI - Banque de Luxembourg Investments 0.03% Reduce -15.8% 3,200 $1.0M
Brown Wealth Management, LLC 0.27% Add +8.0% 3,211 $1.0M
WestHill Financial Advisors, Inc. 0.20% Reduce -0.3% 3,209 $1.0M
Wolff Financial Management LLC 0.23% No change 3,209 $1.0M
SP Asset Management LLC 0.08% Add +0.2% 3,206 $1.0M
Bravera Wealth 0.52% — 3,201 $1.0M
Wescott Financial Advisory Group, LLC 0.09% Reduce -13.6% 3,198 $1.0M
OneAscent Wealth Management LLC 0.34% Reduce -6.4% 3,195 $1.0M
Concorde Asset Management, LLC 0.41% Reduce -1.8% 3,195 $1.0M
AIMZ Investment Advisors, LLC 0.29% Add +10.4% 3,193 $1.0M
Renaissance Group LLC 0.04% Add +0.5% 3,191 $1.0M
Capital Advantage, Inc. 0.14% Reduce -0.7% 3,189 $1.0M
Invested Advisors 1.06% Add +1.3% 3,183 $1.0M
Diamant Asset Management, Inc. 0.74% Add +5.0% 3,183 $1.0M
Beto Financial Group, LLC 0.69% — 3,327 $1.0M
RBA Wealth Management, LLC 0.35% Reduce -2.3% 3,181 $1.0M
Elevation Wealth Partners, LLC 0.36% Reduce -7.3% 3,178 $1.0M
Pursuit Wealth Strategies, LLC 1.44% — 3,177 $1.0M
Cornerstone Financial Management LLC 0.96% — 3,175 $1.0M
Holcombe Financial, Inc. 0.64% Add +0.8% 3,173 $1.0M
Smith Shellnut Wilson LLC 0.39% Add +5.7% 3,172 $1.0M
Creekside Partners 0.43% No change 3,171 $1.0M
Genesis Financial Group, LLC 0.59% — 3,165 $1.0M
Sage Advisors, LLC 0.68% Add +117.5% 3,161 $1.0M
Successful Portfolios LLC 0.52% Add +4.2% 3,089 $1.0M
Ironwood Investment Management LLC 0.43% No change 3,154 $1.0M
Parkwoods Wealth Partners, LLC 0.30% Add +65.7% 3,144 $1.0M
Nova Wealth Management, Inc. 0.69% Reduce -7.3% 3,143 $1.0M
SilverOak Wealth Management LLC 0.16% Add +1.4% 3,140 $1.0M
Mogy Joel R Investment Counsel Inc. 0.05% Add +0.5% 3,115 $1.0M
Pullen Investment Management, LLC 0.53% Reduce -1.1% 3,112 $1.0M
Wealth Science Advisors LLC 0.58% — 3,112 $1.0M
Arbor Wealth Advisors LLC 0.71% Reduce -0.3% 3,105 $1.0M
Vance Wealth, LLC 0.30% Reduce -5.8% 3,105 $1.0M
Ehrlich Financial Group 0.57% Reduce -1.1% 3,102 $1000K
Cohen & Steers, Inc. 0.00% No change 3,100 $999K
Jackson Thornton Wealth Management, LLC 0.09% Reduce -10.8% 2,977 $996K
WealthTrust Asset Management, LLC 0.69% Add +0.2% 3,088 $995K
Atala Financial Inc 0.63% No change 3,088 $995K
Boothbay Fund Management, LLC 0.03% Reduce -50.0% 3,083 $993K
Alpha Advisors, LLC 0.76% Reduce -0.2% 3,077 $991K
Legacy Wealth Partners, LLC 0.26% — 3,076 $991K
Next Capital Management LLC 0.32% Reduce -27.0% 3,071 $990K
Investmark Advisory Group LLC 0.42% Add +0.2% 3,070 $989K
Absolute Capital Management, LLC 0.36% Add +0.2% 3,068 $989K
North Point Portfolio Managers Corp. 0.17% No change 3,065 $988K
Summit Wealth Group LLC / Co. 0.13% Reduce -74.6% 3,064 $987K
Hughes Financial Services, LLC 0.15% Add +1.5% 3,063 $987K
TAGStone Capital, Inc. 0.37% Add +3.5% 3,061 $986K
American National Bank of Texas 0.95% Add +4.2% 3,060 $986K
J. L. Bainbridge & Co., Inc. 0.08% Add +1.7% 3,060 $986K
Sonoma Private Wealth LLC 1.19% No change 3,055 $984K
DecisionMap Wealth Management, LLC 0.61% Add +0.9% 3,054 $984K
Pin Oak Investment Advisors Inc. 0.69% Add +0.8% 3,052 $984K
Oberweis Asset Management Inc./ 0.04% Reduce -2.2% 3,052 $983K
Shikiar Asset Management Inc. 0.27% No change 3,049 $982K
Greenberg Financial Group 0.40% — 3,043 $981K
Tiller Private Wealth, Inc. 0.35% Reduce -0.1% 3,040 $980K
Grey Fox Wealth Advisors, LLC 0.20% Reduce -15.3% 3,038 $979K
OneAscent Investment Solutions LLC 1.04% No change 3,037 $979K
Warren Street Wealth Advisors, LLC 0.28% Reduce -22.4% 3,037 $979K
Burton Enright Welch 0.14% Add +5.7% 3,031 $977K
Wealthedge Investment Advisors, LLC 0.36% Reduce -0.3% 3,020 $973K
Maimon Wealth Management LTD. 0.90% — 3,016 $972K
Portland Investment Counsel Inc. 0.29% No change 3,000 $970K
Maripau Wealth Management LLC 0.45% Add +4.9% 3,005 $970K
Fortis Capital Management LLC 0.13% Add +8.0% 3,008 $969K
Alessandra Capital Management, LLC 0.86% — 3,005 $968K
LongView Wealth Management 0.23% Reduce -2.6% 2,983 $968K
Planning Alternatives Ltd. 0.12% Add +4.7% 3,002 $967K
Freemont Management S.A. 0.19% Add +200.0% 3,000 $967K
Hillcrest Wealth Advisors - NY, LLC 0.42% No change 2,995 $965K
Stronghold Wealth Management L.L.C. 1.43% — 2,994 $965K
Ring Mountain Capital, LLC 0.49% Add +0.3% 3,078 $962K
Profit Investment Management, LLC 3.89% No change 2,984 $962K
Beacon Capital Management, LLC 0.15% Reduce -3.7% 2,984 $961K
Allen Wealth Management, LLC 0.58% Add +3.6% 2,980 $960K
Vertex Planning Partners, LLC 0.22% Add +20.5% 2,977 $959K
WMG Financial Advisors, LLC 0.40% Add +0.3% 2,976 $959K
FSA Advisors, Inc. 0.66% Add +1315.7% 51,333 $956K
Bond & Devick Financial Network, Inc. 0.27% Add +0.6% 2,966 $956K
Carmel Capital Partners, LLC 0.34% Add +68.6% 2,965 $955K
Summit Wealth Group, LLC 0.22% Add +7.5% 2,958 $953K
Pennington Partners & Co., LLC 0.38% Reduce -4.2% 2,957 $953K
Paragon Capital Management Ltd 0.19% Reduce -2.9% 2,954 $952K
Lord & Richards Wealth Management, LLC 0.82% Reduce -48.0% 2,952 $951K
Strid Group, LLC 0.12% Add +2.1% 2,951 $951K
Global Assets Advisory, LLC 0.27% Reduce -1.9% 2,950 $951K
Pine Harbor Wealth Management, LLC 0.29% Add +3.0% 2,949 $950K
Miramontes Capital, LLC 0.32% — 2,947 $950K
CapWealth Advisors, LLC 0.08% Add +0.8% 2,942 $948K
Kuhn & Co Investment Counsel 0.63% Add +79.6% 2,940 $947K
Magnolia Private Wealth, LLC 0.66% Reduce -6.0% 2,936 $946K
Hyposwiss Advisors SA 0.93% — 2,934 $945K
Harvest Investment Services, LLC 0.18% Reduce -16.5% 2,931 $944K
Financial Freedom, LLC 0.47% Add +0.1% 2,928 $943K
Capital Investment Management, Inc. 0.33% — 2,926 $943K
Paladin Advisory Group, LLC 0.69% Add +5.1% 2,925 $942K
Holos Integrated Wealth LLC 0.53% Add +3.3% 2,894 $942K
Clearview Wealth Advisors LLC 0.60% Reduce -3.8% 2,921 $941K
Reston Wealth Management LLC 0.29% Add +19.9% 2,920 $941K
Wealthgarden F.S. LLC 0.62% Reduce -0.8% 3,120 $939K
Ruggaard & Associates LLC 0.37% Reduce -0.3% 2,908 $937K
Hourglass Capital, LLC 0.20% Reduce -17.1% 2,906 $936K
Steinberganna Wealth Management 0.44% Add +1.5% 2,904 $936K
Pension & Wealth Management Advisors, Inc. 0.28% Reduce -3.6% 2,903 $936K
Mindset Wealth Management, LLC 0.24% Reduce -3.3% 2,892 $932K
West Wealth Group, LLC 0.19% Add +0.3% 2,891 $932K
Roble, Belko & Company, Inc 0.12% Add +19.4% 2,889 $931K
AMJ Financial Wealth Management 0.22% Reduce -1.1% 2,888 $931K
Symmetry Partners, LLC 0.06% Reduce -2.6% 2,887 $930K
Investment Planning Advisors, Inc. 0.27% Add +12.7% 2,887 $930K
Cascade Investment Advisors, Inc. 0.55% No change 2,884 $929K
CLG LLC 0.23% Reduce -1.1% 2,873 $926K
Meridian Financial Advisors, LLC 0.50% Reduce -7.4% 2,865 $923K
My Personal CFO, LLC 0.38% Add +60.9% 2,860 $922K
Bayban 0.81% — 2,858 $921K
Arlington Trust Co LLC 0.09% Reduce -78.7% 2,854 $920K
Balentine LLC 0.03% Add +2.3% 2,852 $919K
Cherry Tree Wealth Management, LLC 0.19% Reduce -2.4% 2,848 $918K
Meridian Wealth Partners, LLC 0.13% Reduce -4.2% 2,843 $916K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.12% Add +3.6% 2,842 $916K
Milestones Private Investment Advisors LLC 0.63% No change 2,831 $912K
Level Financial Advisors 0.24% Reduce -0.6% 2,829 $912K
Bensler, LLC 0.09% Add +0.7% 2,828 $911K
AlphaQuest LLC 0.05% Reduce -69.3% 2,814 $907K
Insight Wealth Partners, LLC 0.38% Add +5.0% 2,814 $907K
Harvest Fund Management Co., Ltd 0.03% Add +0.1% 2,812 $906K
KW Wealth Management LLC 1.37% Add +10.4% 2,809 $905K
Dakota Community Bank & Trust NA 3.09% Add +1.7% 2,798 $902K
Broyhill Asset Management, LLC 0.79% No change 2,794 $900K
Centerline Wealth Advisors, LLC 0.32% Add +0.0% 2,784 $897K
PCB Capital LLC 1.44% — 2,784 $897K
Stevens Capital Management LP 0.32% Reduce -46.7% 2,780 $896K
Future Financial Wealth Managment LLC 0.60% Reduce -1.0% 2,956 $895K
Goepper Burkhardt LLC 0.29% Add +4.6% 2,770 $893K
Asset Planning,Inc 0.63% Add +9.3% 2,768 $892K
Harrington Investments, INC 0.45% Reduce -1.8% 2,764 $891K
Inspire Advisors, LLC 0.08% Add +1.0% 2,759 $889K
Veery Capital, LLC 0.27% No change 2,759 $889K
Allium Financial Advisors, LLC 0.70% Reduce -8.8% 2,758 $889K
Burkett Financial Services, LLC 0.30% Reduce -3.3% 2,753 $887K
Wellington Grp LLC 0.30% — 2,753 $887K
Code Waechter LLC 0.57% Reduce -0.4% 2,752 $887K
Good Harbor Advisors, Inc. 1.03% — 2,750 $886K
Keating Financial Advisory Services, Inc. 0.12% — 2,744 $884K
Clark Wealth Partners 0.54% No change 2,741 $883K
Williamson Legacy Group, LLC 0.69% Add +1.3% 2,739 $883K
J.M. Arbour, LLC 0.88% — 2,739 $883K
Lynx Investment Advisory 0.48% Add +1.0% 2,736 $882K
Planned Solutions, Inc. 0.28% Add +16.6% 2,733 $881K
Verus Financial Partners, Inc. 0.08% Add +3.7% 2,919 $879K
Thryve Wealth Management LLC 0.43% — 2,727 $879K
Acumen Wealth Advisors, LLC 0.25% — 2,647 $877K
Investors Research Corp 0.16% No change 2,722 $877K
Essex Investment Management Co. LLC 0.13% Reduce -6.9% 2,721 $877K
Flatrock Wealth Partners LLC 0.42% — 2,719 $876K
Ssi Investment Management LLC 0.33% No change 2,717 $875K
DB&C Advisors, LLC 1.10% — 2,717 $875K
Copley Financial Group, Inc. 0.54% Reduce -3.5% 2,712 $874K
Horizon Bancorp Inc. 0.42% Reduce -19.0% 2,709 $873K
Breakthru Advisory Services, LLC 0.56% Add +2.5% 2,704 $871K
Objective Capital Management, LLC 0.89% Reduce -4.2% 2,702 $871K
Riverview Capital Advisers, LLC 0.26% Add +0.2% 2,699 $870K
Lexington Hill Partners, LLC 0.65% — 2,698 $869K
Impact Partnership Wealth, LLC 0.11% Reduce -59.4% 2,698 $869K
Capital Management Associates, Inc 0.19% Reduce -34.6% 2,695 $869K
Wall Street Financial Group, Inc. 0.63% Add +9.4% 2,695 $868K
Financial Enhancement Group LLC 0.11% Add +0.8% 2,870 $867K
Cogent Private Wealth, Inc. 0.66% — 2,687 $866K
Waller Financial Planning Group, Inc. 0.19% Add +0.0% 2,684 $865K
Wedge Capital Management L L P 0.02% Add +1.9% 2,684 $865K
Hollow Brook Wealth Management LLC 0.22% Reduce -33.0% 2,683 $865K
Detalus Advisors, LLC 0.21% Add +0.2% 2,682 $864K
ICW Investment Advisors LLC 0.31% Add +0.0% 2,677 $863K
HC Advisors, LLC 0.60% Add +0.4% 2,677 $863K
Claret Asset Management Corp 0.10% Reduce -2.0% 2,676 $862K
XY Planning Network, Inc. 0.15% Add +18.1% 2,674 $861K
Fortress Financial Group, LLC 0.64% Add +0.5% 2,673 $861K
Melfa Wealth Management, Inc. 0.50% Add +1.1% 2,671 $861K
Horst & Graben Wealth Management LLC 0.13% Reduce -3.1% 2,674 $860K
Odyssey Capital Advisors, Inc. 0.76% — 2,665 $859K
Torren Management, LLC 0.44% — 2,661 $858K
Entrust Financial LLC 0.64% — 2,658 $856K
LongView Asset Management LLC 0.60% Reduce -1.2% 2,656 $856K
VSM Wealth Advisory, LLC 0.26% Reduce -0.3% 2,655 $856K
Cherrydale Wealth Management, LLC 0.26% No change 2,653 $855K
Coign Capital Advisors LLC 0.45% Add +2.0% 2,653 $855K
Heritage Financial Services, LLC 0.07% Reduce -6.5% 2,646 $853K
Financial Security Advisor, Inc. 0.16% Reduce -1.7% 2,644 $852K
Prudent Investors Network, Inc. 0.20% Add +2.7% 2,642 $851K
Accelerate Investment Advisors LLC 0.57% Reduce -1.1% 2,639 $850K
Elite Life Management LLC 1.38% Add +56.1% 2,634 $849K
Palatine Hill Wealth Management, LLC 0.68% — 2,628 $847K
Arkansas Financial Group, Inc. 0.12% Reduce -5.4% 2,627 $847K
Global Strategic Investment Solutions, LLC 0.08% Add +0.0% 2,627 $846K
Richwood Investment Advisors, LLC 0.61% Add +9.6% 2,616 $843K
Wealthstar Advisors, LLC 0.46% Add +0.3% 2,617 $843K
New Insight Wealth Advisors 0.30% Reduce -0.8% 2,615 $843K
Ninepoint Partners LP 0.10% Reduce -16.4% 2,613 $842K
Swisher Financial Concepts, Inc. 0.48% Reduce -1.1% 2,604 $839K
Boreal Capital Management LLC 0.77% Add +2.3% 2,602 $838K
Ogorek Anthony Joseph /NY/ 0.23% Reduce -4.7% 2,597 $836K
Greenline Wealth Management LLC 0.87% — 2,594 $836K
Genesis Private Wealth, LLC 0.26% Add +20.2% 2,591 $835K
Thoma Capital Management LLC 0.48% Reduce -7.8% 2,588 $834K
Prospect Financial Group LLC 0.78% Add +0.1% 2,587 $834K
DDD Partners, LLC 0.05% Add +3.5% 2,586 $833K
Lansing Street Advisors 0.21% Add +0.3% 2,583 $832K
SMART Wealth LLC 0.25% Reduce -7.0% 2,583 $832K
Gentry Private Wealth, LLC 0.52% Add +2.2% 2,582 $832K
MKT Advisors LLC 0.28% Reduce -13.8% 2,490 $832K
Compass Capital Corp. /Ma/ 0.32% Add +0.6% 2,613 $832K
Plan A Wealth LLC 0.41% Reduce -22.2% 2,577 $830K
Strategic Advocates LLC 0.21% Reduce -7.8% 2,565 $830K
Carter Financial Group, INC. 0.49% Reduce -6.9% 2,571 $828K
Richmond Investment Services, LLC 0.14% Reduce -3.9% 2,571 $828K
Catalyst Investment Management LLC 0.78% — 2,569 $828K
Birch Financial Group, LLC 0.47% Add +0.2% 2,566 $827K
Murphy Pohlad Asset Management LLC 0.32% Reduce -8.4% 2,565 $826K
ESL Trust Services, LLC 0.16% Reduce -1.1% 2,563 $826K
Presidio Capital Management, LLC 0.25% Add +3.2% 2,562 $826K
1015 Capital Partners, LLC 0.81% — 2,559 $825K
Vision Retirement, LLC 0.22% — 2,559 $825K
Nolet Wealth Management, LLC 0.46% — 2,558 $824K
Randall & Associates Wealth Management 0.57% Add +38.7% 2,556 $824K
All Terrain Financial Advisors, LLC 0.25% Reduce -49.2% 2,554 $823K
Thrive Capital Management, LLC 0.18% Add +1.5% 2,549 $821K
Tactive Advisors, LLC 0.24% Reduce -3.0% 2,542 $819K
Keener Financial Planning LLC 0.35% Add +60.8% 2,544 $819K
Wise Wealth Partners 1.18% Add +5.2% 2,541 $819K
Lynch Investment Planning, LLC 0.78% — 2,541 $819K
Wagner Wealth Management, Corp 0.81% — 2,539 $818K
Investment Insight Wealth Management, LLC 0.80% — 2,538 $818K
Ariston Services Group 0.48% No change 2,536 $817K
Cura Wealth Advisors, LLC 0.31% Add +35.4% 2,531 $816K
Payne Capital Management, LLC 0.26% Reduce -14.3% 2,531 $815K
Sloy Dahl & Holst, LLC 0.10% No change 2,529 $815K
Dupree Financial Group, LLC 0.30% Reduce -5.5% 2,529 $815K
America First Investment Advisors, LLC 0.15% No change 2,529 $815K
Cahaba Wealth Management, Inc. 0.06% Reduce -0.8% 2,525 $814K
Nicholson Wealth Management Group, LLC 0.48% No change 2,522 $813K
Sachetta, LLC 0.44% Reduce -41.4% 2,518 $811K
Collaborative Wealth Managment Inc. 0.29% New 2,515 $810K
Flynn Zito Capital Management, LLC 0.29% Reduce -2.2% 2,513 $810K
Catalina Capital Group, LLC 0.49% Add +0.5% 2,505 $807K
Kellett Wealth Advisors, LLC 0.46% Add +12.5% 2,503 $807K
Reyes Financial Architecture, Inc. 0.49% Reduce -14.4% 2,502 $806K
Reliant Investment Partners, LLC 0.63% Reduce -0.2% 2,500 $806K
Bramshill Investments, LLC 0.05% Add +66.7% 2,500 $806K
Financial Insights, Inc. 0.27% Reduce -19.6% 2,499 $805K
MADDEN SECURITIES Corp 0.25% Add +1.9% 2,499 $805K
Tarbox Family Office, Inc. 0.13% Reduce -4.5% 2,495 $804K
Arnhold LLC 0.06% No change 2,492 $803K
Riverstone Advisors, LLC 0.38% Add +21.3% 2,490 $802K
Western Financial Corp 0.32% Reduce -3.6% 2,489 $802K
Bernardo Wealth Planning LLC 0.15% Add +1.8% 2,487 $801K
WealthPoint Financial, LLC 0.70% — 2,484 $800K
Castleview Partners, LLC 0.40% Add +29.4% 2,484 $800K
TCP Asset Management, LLC 0.13% Reduce -0.2% 2,483 $800K
AXS Investments LLC 0.27% Reduce -8.4% 2,475 $797K
Guidance Capital, Inc. 0.19% Add +19.2% 2,609 $792K
Ehrenkranz Partners L.P. 0.90% Add +123.4% 2,457 $792K
Eagle Wealth Advisors LLC 0.67% — 2,455 $791K
Sierra Capital LLC 0.08% Reduce -16.9% 2,451 $790K
Twin Peaks Wealth Advisors, LLC 0.23% Add +11.2% 2,450 $789K
Walker Asset Management, LLC 0.42% Reduce -1.0% 2,448 $789K
Prospera Capital Management, LLC 0.40% Add +0.4% 2,442 $787K
Corundum Trust Company, INC 1.79% Reduce -1.8% 2,442 $787K
Patrick Mauro Investment Advisor, INC. 0.41% Add +5.8% 2,439 $786K
Troutman Wealth Management, LLC 0.65% — 2,438 $786K
Cambridge Financial Group, LLC 0.27% Add +73.2% 2,812 $785K
Clay Northam Wealth Management, LLC 0.44% No change 2,437 $785K
Coordinated Financial Services, Inc. 0.46% Reduce -3.0% 2,435 $785K
Panoramic Capital Partners, LLC 0.48% Add +1.0% 2,424 $781K
Rockbridge Asset Management LLC 0.47% No change 2,424 $781K
Plum Street Advisors, LLC 0.28% Reduce -0.7% 2,422 $780K
Sequent Asset Management, LLC 0.35% Add +0.0% 2,419 $780K
Wallace Capital Management Inc. 0.09% Add +4.8% 2,420 $780K
Jacobs Equity LLC 0.75% — 2,419 $779K
Atlas Private Wealth Advisors 0.18% Reduce -0.5% 2,418 $779K
Basepoint Wealth LLC 0.47% Reduce -0.5% 2,415 $778K
CCG Wealth Management, LLC 0.33% Reduce -5.2% 2,415 $778K
Putney Financial Group LLC 0.73% Add +44.7% 2,412 $777K
Centennial Wealth Advisory LLC 0.21% Add +0.2% 2,410 $777K
Sageworth Trust Co 0.03% Reduce -85.9% 2,402 $774K
Tuttle Capital Management, LLC 1.70% Reduce -7.8% 2,391 $770K
Banque de Luxembourg S.A. 0.33% Add +78.6% 2,384 $768K
IMZ Advisory Inc 0.28% Add +1.8% 2,384 $768K
Beirne Wealth Consulting Services, LLC 0.22% Reduce -52.9% 2,382 $768K
Penn Davis McFarland Inc. 0.07% Reduce -7.8% 2,380 $767K
Legend Capital Advisors LLC 0.43% — 2,374 $765K
Elevation Wealth Management LLC 0.73% — 2,373 $765K
Godsey & Gibb, Inc. 0.07% Add +2.2% 2,372 $764K
Jacobs & Co. 0.07% Reduce -2.1% 2,374 $764K
Physician Wealth Advisors, Inc. 0.11% Add +3.2% 2,369 $763K
Knuff & Co LLC 0.23% No change 2,369 $763K
Piedmont Capital Management, LLC 0.50% — 2,368 $763K
Friday Financial 0.27% Add +14.8% 2,367 $763K
SLT Holdings LLC 0.51% Add +26.1% 2,367 $763K
Tucker Asset Management LLC 0.22% Reduce -4.5% 2,367 $763K
REAP Financial Group, LLC 0.15% Add +24.8% 2,366 $762K
Core Wealth Advisors, Inc. 0.20% Reduce -0.2% 2,360 $760K
Piedmont Capital Management, LLC 0.39% Add +1.3% 2,357 $759K
Forum Private Client Group LLC 0.26% Reduce -5.3% 2,357 $759K
Kaizen Financial Strategies 0.34% Add +0.2% 2,356 $759K
Bluespring Wealth Management, LLC 0.07% Reduce -7.0% 2,352 $758K
Drum Hill Capital, LLC 0.81% Add +5.7% 2,351 $758K
Capstone Wealth Management Group LLC 0.46% Reduce -0.6% 2,349 $757K
Braun-Bostich & Associates Inc. 0.47% Reduce -10.7% 2,346 $756K
SFG Wealth Management, LLC. 0.30% Add +1.2% 2,340 $754K
Tandem Wealth Advisors LLC 0.34% Add +20.6% 2,338 $753K
Intergy Private Wealth, LLC 0.23% No change 2,334 $752K
Corps Capital Advisors, LLC 0.78% Add +190.9% 2,330 $751K
Tamar Securities, LLC 0.08% Reduce -1.5% 2,328 $750K
Connecticut Capital Management Group, LLC 0.72% — 2,327 $750K
Keating Investment Counselors Inc. 0.21% Reduce -0.4% 2,325 $749K
Betterment LLC 0.00% Add +15.7% 2,322 $748K
True Link Financial Advisors, LLC 0.05% Add +61.0% 2,318 $747K
Legacy Wealth Advisors, LLC 0.49% — 2,317 $747K
Somerville Kurt F 0.13% Reduce -3.4% 2,313 $745K
Cypress Financial Planning LLC 0.21% Add +59.1% 2,305 $745K
Values Added Financial LLC 0.31% Reduce -0.0% 2,309 $744K
Wisconsin Wealth Advisors, LLC 0.73% Add +1.3% 2,306 $743K
Opus Capital Group, LLC 0.08% Reduce -17.4% 2,305 $743K
Catalyst Private Wealth, LLC 0.32% Add +4.7% 2,303 $742K
American Investment Services, Inc. 0.17% Reduce -18.9% 2,302 $742K
Squire Investment Management Company, LLC 0.22% Reduce -6.7% 2,300 $741K
KERR FINANCIAL PLANNING Corp 1.01% Add +0.1% 2,396 $741K
Silver Coast Investments LLC 0.26% Reduce -2.7% 2,298 $740K
Brand Asset Management Group, Inc. 0.21% Add +4.7% 2,296 $740K
S&T Bank 0.23% Add +3.6% 2,294 $739K
Integris Wealth Management, LLC 0.17% Reduce -18.1% 2,293 $739K
4WEALTH Advisors, Inc. 0.64% Add +0.8% 2,293 $739K
Caerus Investment Advisors, LLC 0.25% Reduce -12.4% 2,289 $737K
Robinson Smith Wealth Advisors LLC 0.50% Reduce -24.0% 2,278 $734K
Foresight Global Investors, Inc. 0.35% No change 2,278 $734K
Bruce G. Allen Investments, LLC 0.50% Reduce -6.2% 2,276 $733K
Moody Aldrich Partners LLC 0.14% Reduce -0.4% 2,273 $733K
NDVR, Inc. 0.61% Reduce -1.3% 2,272 $732K
Cowa, LLC 0.22% Reduce -10.1% 2,272 $732K
Retirement Planning Group, LLC / NY 0.50% Add +0.2% 2,270 $732K
RHL Group, LLC 0.59% — 2,262 $729K
CMG Global Holdings, LLC 0.32% Reduce -0.1% 2,295 $728K
Worthington Financial Partners, LLC 0.64% — 2,258 $728K
Parkside Investments, LLC 0.09% Add +0.4% 2,257 $727K
Fourpath Capital Management, LLC 0.10% Reduce -3.2% 2,256 $727K
Clarion Wealth Managment Partners, LLC 0.67% Add +10.2% 2,255 $727K
Decker Wealth Management LLC 0.16% — 2,254 $726K
Safe Harbor Fiduciary, LLC 0.64% — 2,253 $726K
Iron Gate Global Advisors LLC 0.07% Reduce -4.3% 2,252 $726K
Mainsail Asset Management, LLC 0.31% Reduce -41.5% 2,250 $725K
M1 Capital Management LLC 0.30% Add +0.1% 2,248 $724K
Sensible Money, LLC 0.23% Add +0.4% 2,248 $724K
Waycross Partners, LLC 0.06% No change 2,247 $724K
Stonebridge Financial Planning Group, LLC 0.26% Reduce -3.4% 2,245 $723K
Arbor Investment Advisors, LLC 0.10% No change 2,242 $722K
Altshuler Shaham Ltd 0.01% Reduce -25.3% 2,240 $722K
Beaird Harris Wealth Management, LLC 0.05% Reduce -1.3% 2,238 $721K
Bauman Advisory Group, LLC 0.58% — 2,237 $721K
Wealthcare Capital Management LLC 0.07% No change 2,229 $718K
USA Financial Formulas 0.13% Reduce -42.3% 2,226 $717K
AXA S.A. 0.34% Reduce -24.1% 2,224 $717K
Virtu Financial LLC 0.03% Reduce -48.4% 2,221 $716K
McNamara Financial Services, Inc. 0.14% Add +1.5% 2,214 $713K
Efficient Advisors, LLC 0.04% No change 2,214 $713K
Waterford Advisors, LLC 0.28% No change 2,213 $713K
Clearwave Capital, LLC 0.53% — 2,208 $712K
Clean Yield Group 0.20% Add +7.2% 2,208 $711K
Pitti Group Wealth Management, LLC 0.58% Add +0.3% 2,208 $711K
Southern Capital Advisors, LLC 0.33% Add +0.1% 2,207 $711K
Independent Family Office, LLC 0.30% No change 2,200 $709K
Hill Island Financial LLC 0.17% Add +0.7% 2,200 $709K
Pachira Investments Inc. 0.34% Add +78.3% 2,199 $709K
Emergent Wealth Advisors, LLC 0.40% Add +29.3% 2,192 $706K
R. W. Roge & Company, Inc. 0.35% Add +4.9% 2,191 $706K
Riverwater Partners LLC 0.27% Add +0.6% 2,190 $706K
Charter Research & Investment Group, Inc. 0.47% Reduce -22.0% 2,186 $704K
Vilga Financial Planning LLC 0.67% — 2,181 $703K
Darwin Wealth Management, LLC 0.22% Reduce -0.4% 2,180 $703K
Axis Wealth Partners, LLC 0.39% Reduce -1.5% 2,176 $701K
Intrinsic Value Partners, LLC 0.53% No change 2,175 $701K
Bell Investment Advisors, Inc 0.11% Add +9.4% 2,174 $701K
ASL Financial, LLC 0.55% — 2,174 $701K
Acorns Advisers, LLC 0.01% Add +15.7% 2,168 $699K
Broadway Wealth Solutions, Inc. 0.37% Reduce -0.8% 2,166 $698K
Soros Fund Management 0.01% New 2,165 $698K
Rik Saylor Financial, Inc. 0.51% Add +0.1% 2,160 $696K
Compton Financial Group, LLC 0.16% Add +2.3% 2,160 $696K
Clarkston Capital Partners, LLC 0.02% No change 2,145 $691K
Family Capital Management, Inc. 0.31% Add +48.8% 2,144 $691K
Capitol Family Office, Inc. 0.81% Add +4.6% 2,140 $690K
Intelligence Driven Advisers, LLC 0.10% Add +4.5% 2,137 $689K
Peterson Wealth Advisors, LLC 0.09% Add +3.5% 2,135 $688K
Flywheel Private Wealth LLC 0.43% Reduce -1.2% 2,132 $687K
Cherry Creek Investment Advisors, Inc. 0.29% Add +3.1% 2,125 $685K
Sonoma Allocations LLC 0.23% Reduce -7.5% 2,218 $682K
Cornerstone Select Advisors, LLC 0.47% Add +0.6% 2,116 $682K
Rexford Capital Inc. 0.52% Reduce -3.5% 2,111 $680K
Foguth Wealth Management, LLC. 0.11% — 2,089 $680K
Broderick Brian C 0.13% No change 2,110 $680K
Brightwater Advisory LLC 0.46% No change 2,106 $679K
Avid Wealth Partners LLC 0.33% Add +25.5% 2,101 $677K
Renaissance Technologies 0.00% Reduce -3.0% 2,101 $677K
Sachem Hill LLC 0.13% No change 2,099 $676K
LGL Partners, LLC 0.29% New 2,091 $674K
Oceanside Advisors LLC 0.41% No change 2,085 $672K
Greenfield Seitz Capital Management, LLC 0.22% Reduce -2.4% 2,081 $671K
Marshall Wace, LLP 0.00% New 2,080 $670K
Leigh Baldwin & Co., LLC 0.44% Reduce -21.6% 2,072 $668K
Vanguard Capital Wealth Advisors 0.53% Reduce -5.6% 2,066 $666K
jvl associates llc 0.22% Reduce -1.3% 2,065 $665K
Wealth Advisors Northwest LLC 0.29% Add +0.3% 2,063 $665K
Signature Wealth Management Group 0.27% No change 2,063 $665K
Anderson Financial Strategies, LLC 0.39% Reduce -4.6% 2,062 $664K
Stonehage Fleming Financial Services Holdings Ltd 0.02% No change 2,062 $664K
CGC Financial Services, LLC 0.18% Reduce -2.9% 2,061 $664K
Shira Ridge Wealth Management 0.27% Reduce -5.1% 2,061 $664K
Jacobson & Schmitt Advisors, LLC 0.11% Reduce -44.5% 2,060 $664K
Lakewood Asset Management LLC 0.39% No change 2,060 $664K
Graham Capital Wealth Management, LLC 0.61% Reduce -4.3% 2,059 $663K
OLIO Financial Planning 0.19% Reduce -1.8% 2,056 $662K
Kelly Financial Services LLC 0.17% Reduce -4.7% 2,053 $662K
Wedgewood Investors Inc. 0.75% Reduce -7.0% 2,049 $660K
Compass Financial Group, INC 0.09% Add +2.2% 2,048 $660K
Rare Wolf Capital LLC 0.41% — 2,048 $660K
Alliance Wealth Advisors, LLC 0.14% Add +2.3% 2,041 $658K
Three Bridge Wealth Advisors, LLC 0.17% No change 2,040 $657K
Tenzing Financial LLC 0.53% — 2,035 $656K
Burns Matteson Capital Management, LLC 0.26% Reduce -1.3% 2,034 $656K
Stewardship Advisors, LLC 0.15% Add +7.6% 2,034 $655K
Keeler & Nadler Financial Planning & Wealth Management 0.23% Add +0.6% 2,026 $653K
MN Wealth Advisors, LLC 0.33% Add +3.7% 2,025 $653K
CVFG LLC 0.45% Add +6.8% 2,025 $653K
Awm Capital, LLC 0.06% Add +2.1% 2,017 $650K
Redwood Wealth Management Group, LLC 0.27% Reduce -1.3% 2,017 $650K
Karani Asset Management LLC 0.57% No change 2,016 $650K
Pennsylvania Capital Management Inc. 0.18% Add +7.9% 2,015 $649K
Councilor Wealth, LLC 0.31% Reduce -2.8% 2,012 $648K
Widmann Financial Services, Inc. 0.40% No change 2,012 $648K
Bestgate Wealth Advisors, LLC 1.14% Reduce -1.9% 2,011 $648K
Encompass More Asset Management 0.12% Reduce -9.6% 2,010 $648K
Krane Funds Advisors LLC 0.02% Reduce -6.2% 2,008 $647K
Smallwood Wealth Investment Management, LLC 0.34% Add +0.7% 2,008 $647K
Saber Capital Managment, LLC 0.55% — 2,006 $646K
Essential Investment Partners LLC 0.61% — 2,005 $646K
Corient IA LP 0.61% No change 2,000 $644K
Brooktree Capital Management 0.43% No change 2,000 $644K
Foresight Capital Management Advisors, Inc. 0.35% Add +6.1% 1,997 $643K
Sierra Ocean, LLC 0.53% No change 1,995 $643K
Beacon Bridge Wealth Partners, LLC 0.21% Reduce -8.8% 1,990 $641K
Sterling Financial Planning, Inc. 0.19% No change 1,986 $640K
C M Bidwell & Associates Ltd. 0.30% Reduce -2.3% 1,983 $639K
Foundation Wealth Management, LLC 0.44% Reduce -2.4% 1,980 $639K
Horizon Family Wealth, Inc. 0.34% Add +0.5% 1,974 $636K
Comprehensive Financial Planning, Inc. 0.42% Add +6.2% 1,972 $636K
Auctus Advisors LLC 0.59% — 1,972 $635K
Entelevest, LLC 0.66% — 1,971 $635K
Rice Hall James & Associates, LLC 0.03% No change 1,970 $635K
Kearns & Associates LLC 0.33% No change 1,967 $634K
Index Fund Advisors, Inc. 0.03% Add +0.6% 1,965 $633K
Wealthspan Partners, LLC 0.23% Reduce -0.2% 1,964 $633K
Milestone Asset Management Group, LLC 0.36% Add +137.9% 1,960 $631K
Schaper Benz & Wise Investment Counsel Inc. 0.05% No change 1,957 $630K
Thornburg Investment Management Inc. 0.01% Reduce -97.9% 1,949 $628K
Lincoln Capital Corp. 0.22% Reduce -2.2% 1,947 $627K
Ironsides Asset Advisors, LLC 0.16% Add +72.8% 1,946 $627K
Prepared Retirement Institute LLC 0.32% Add +3.6% 1,946 $627K
Builder Investment Group Inc. 0.14% Reduce -4.9% 1,945 $627K
Wbi Investments, LLC 0.16% Reduce -25.1% 1,943 $626K
Innova Wealth Partners 0.32% Add +11.8% 1,938 $624K
Legacy Financial Group, Inc. 0.16% Reduce -0.1% 1,933 $623K
Walsh & Associates, LLC 0.61% — 1,931 $622K
CogentBlue Wealth Advisors, LLC 0.42% Add +1.5% 1,925 $620K
Westshore Wealth, LLC 0.21% Reduce -16.1% 1,922 $619K
Banyan Capital Management, Inc. 0.27% No change 1,920 $619K
Sprinkle Financial Consultants LLC 0.31% Reduce -14.1% 1,919 $618K
Guilbault Capital LLC 0.69% — 1,917 $618K
Worth Asset Management, LLC 0.26% Add +32.0% 1,917 $618K
Koss-Olinger Consulting, LLC 0.05% Reduce -47.2% 1,914 $617K
Thayer Partners, LLC / MA 0.30% — 1,906 $614K
Stewardship Concepts Financial Services LLC 0.52% — 1,900 $614K
Adkins Seale Capital Management LLC 0.61% — 1,902 $613K
Joel Adams & Associates, Inc. 0.46% No change 1,899 $612K
Altar Rock LLC 0.73% — 1,897 $611K
GreatBanc Trust CO 0.43% Reduce -6.9% 1,894 $610K
Horizon Investment Services, LLC 0.22% Add +9.9% 1,893 $610K
Intrepid Capital Management Inc. 0.29% Reduce -16.5% 1,892 $610K
Horizon Kinetics Asset Management LLC 0.01% Reduce -6.6% 1,891 $609K
HFR Wealth Management, LLC 0.14% No change 1,890 $609K
Alkeme Wealth, LLC 0.26% Add +0.1% 1,888 $608K
WESPAC Advisors, LLC 0.33% Reduce -6.1% 1,884 $607K
Hegarty Advisors, LLC 0.53% — 1,883 $607K
Broadwater Capital Management LLC 0.45% No change 1,881 $606K
Atwater Malick LLC 0.17% Add +1.0% 1,880 $606K
Roth Financial Partners LLC 0.20% No change 1,877 $605K
Gratus Wealth Advisors, LLC 0.08% Add +0.1% 1,874 $604K
Consultiva Wealth Management, Corp. 1.70% Reduce -5.1% 1,874 $604K
Cooke & Bieler LP 0.01% Reduce -65.8% 1,872 $603K
Echo45 Advisors LLC 0.34% Add +1.5% 1,871 $603K
CDM Financial Counseling Services, Inc. 0.56% — 1,870 $603K
Rather & Kittrell, Inc. 0.10% Reduce -3.1% 1,869 $602K
North Forty Two & Co. 0.57% Reduce -44.9% 1,869 $602K
21 West Wealth Management LLC 0.55% No change 1,868 $602K
Duncan Williams Asset Management, LLC 0.15% Add +0.4% 1,895 $601K
Noble Wealth Management PBC 0.30% Reduce -1.4% 1,866 $601K
Oxinas Partners, LLC 0.29% Add +0.1% 1,862 $600K
W.H. Cornerstone Investments Inc. 0.36% Add +0.6% 1,861 $600K
DHJJ Financial Advisors, Ltd. 0.20% No change 1,859 $599K
Swan Global Investments, LLC 0.03% Add +18.0% 1,858 $599K
Tradewinds Capital Management, LLC 0.13% Reduce -1.9% 1,857 $598K
Gladwyn Financial Advisors, Inc. 0.42% Add +0.4% 1,852 $597K
Wilson & Boucher Capital Management, LLC 0.39% No change 1,851 $597K
Omnitrust Wealth Management, Inc 0.76% — 1,851 $596K
Riggs Asset Managment Co. Inc. 0.12% No change 1,851 $596K
Integrity Advisory Solutions, LLC 0.09% Add +48.5% 1,845 $595K
Morling Financial Advisors, LLC 0.19% Add +1.6% 1,843 $594K
Wright Wealth LLC 0.39% — 1,843 $594K
DGS Capital Management, LLC 0.10% Reduce -2.0% 1,841 $593K
Gordian Advisors LLC 0.39% Add +6.6% 1,841 $593K
Toth Financial Advisory Corp. 0.06% Add +2.2% 1,830 $590K
Schiavi & Co LLC 0.19% No change 1,829 $589K
Denver Wealth Management, Inc. 0.21% Reduce -0.7% 1,827 $589K
Sharp Wealth Advisory, LLC 0.30% No change 1,826 $589K
American Financial Advisors, LLC 0.08% Add +0.4% 1,826 $589K
Family Investment Center, Inc. 0.12% Add +0.1% 1,820 $586K
Box Hill Private Wealth LLC 0.59% — 1,820 $586K
Apeiron RIA LLC 0.12% Reduce -16.0% 1,899 $586K
Southern Financial Group, LLC 0.17% — 1,817 $586K
Kane Investment Management, Inc. 0.28% Add +10.2% 1,812 $584K
Polymer Capital Management (US) LLC 0.08% New 1,811 $584K
Midwest Financial Partners Investments, Inc. 0.32% — 1,809 $583K
Mma Asset Management LLC 0.21% Reduce -14.2% 1,803 $581K
Elm3 Financial Group, LLC 0.48% Add +4.2% 1,802 $581K
Presper Financial Architects, LLC 0.33% No change 1,800 $580K
Cushing Capital Partners, LLC 0.43% Reduce -3.0% 1,790 $577K
RPS Advisory Solutions LLC 0.27% Reduce -19.1% 1,789 $576K
Wealth Preservation Advisors, LLC 0.29% Add +2.4% 1,786 $575K
Sharkey, Howes & Javer 0.07% No change 1,785 $575K
Urban Wealth Management, LLC 0.53% — 1,784 $575K
Rebalance, LLC 0.03% Add +1.5% 1,783 $575K
B.O.S.S. Retirement Advisors, LLC 0.18% Reduce -1.6% 1,782 $574K
Financial Advisors Network, Inc. 0.08% Add +1.7% 1,781 $574K
High Point Wealth Management, LLC 0.55% — 1,779 $573K
Tower Wealth Partners, Inc. 0.31% Add +0.3% 1,778 $573K
Lanham O'Dell & Company, Inc. 0.16% No change 1,777 $573K
Custos Family Office, LLC 0.39% Reduce -0.2% 1,773 $571K
WT Wealth Management 0.16% Reduce -1.8% 1,772 $571K
Momentous Wealth Management, Inc. 0.32% Add +35.1% 1,767 $569K
Argos Wealth Advisors, LLC 0.15% — 1,766 $569K
Tanglewood Legacy Advisors, LLC 0.21% Add +7.4% 1,766 $569K
Ledgewood Wealth Advisors, LLC 0.33% No change 1,760 $567K
Vantage Point Financial LLC 0.20% Add +23.4% 1,759 $567K
HTG Investment Advisors, Inc. 0.17% No change 1,758 $566K
Potentia Wealth 0.21% No change 1,758 $566K
Columbus Macro, LLC 0.06% Reduce -6.4% 1,758 $566K
Private Wealth Management Group, LLC 0.15% Reduce -0.4% 1,757 $566K
Muirfield Wealth Advisors LLC 0.41% Add +6.7% 1,753 $565K
Sanchez Wealth Management Group 0.12% No change 1,748 $563K
Fortress Financial Solutions, LLC 0.58% Add +3.5% 1,748 $563K
First Growth Capital LLC 0.50% — 1,810 $563K
Wiser Wealth Management, Inc 0.12% Add +2.2% 1,743 $562K
Sage Capital Advisors,llc 0.13% Add +2.0% 1,742 $561K
Kwmg, LLC 0.05% Add +1.3% 1,742 $561K
Mowery & Schoenfeld Wealth Management, LLC 0.81% Add +16.0% 1,738 $560K
Asset Management Group, Inc. 0.09% Reduce -0.5% 1,736 $560K
Foundation Wealth Management, LLC\PA 0.20% Reduce -2.6% 1,732 $558K
Wallace Advisory Group, LLC 0.59% Reduce -45.4% 1,732 $558K
Silver Oak Advisory Group, Inc. 0.25% Reduce -6.5% 1,729 $557K
Gill Capital Partners, LLC 0.17% Add +3.9% 1,721 $555K
Power Wealth Management LLC 0.20% Reduce -0.7% 1,720 $554K
Delta Wealth Advisors LLC 0.46% No change 1,719 $554K
Encompass Wealth Advisors, LLC 0.19% Reduce -12.5% 1,719 $554K
Storgate, LLC 0.46% — 1,718 $554K
Adamsbrown Wealth Consultants LLC 0.15% No change 1,716 $553K
Defender Capital, LLC. 0.18% New 1,716 $553K
Noble Family Wealth, LLC 0.12% No change 1,715 $553K
Cloud Capital Management, LLC 0.26% Add +66.2% 1,713 $552K
Selective Wealth Management, Inc. 0.17% Reduce -10.6% 1,783 $551K
RM Financial Services, LLC 0.49% — 1,711 $551K
North Ridge Wealth Advisors, Inc. 0.31% Reduce -1.5% 1,710 $551K
Guardian Capital, LLC 0.49% — 1,709 $551K
Jackson Creek Investment Advisors LLC 0.16% Reduce -2.4% 1,707 $550K
Heritage Wealth Management, Inc. 0.36% Reduce -3.1% 1,704 $549K
New Perspectives, Inc 0.19% No change 1,703 $549K
Prota Financial, LLC 0.40% — 1,703 $549K
Emissary Wealth LLC 0.46% — 1,702 $548K
Jackson, Grant Investment Advisers, Inc. 0.18% Add +0.2% 1,700 $548K
Greenup Street Wealth Management LLC 0.08% Reduce -88.1% 1,698 $547K
Jupiter Wealth Management LLC 0.24% No change 1,804 $546K
Allie Family Office LLC 0.25% No change 1,691 $545K
Nova R Wealth, Inc. 0.20% Add +1.6% 1,689 $544K
James Reed Financial Services, Inc. 0.43% Add +0.7% 1,684 $543K
Capstone Wealth Management Group, LLC 0.23% Add +0.3% 1,681 $542K
Garner Asset Management Corp 0.21% Add +0.1% 1,681 $542K
Walker Financial Services, Inc. 0.20% Reduce -5.4% 1,679 $541K
Continuum Wealth Advisors, LLC 0.21% Add +15.9% 1,678 $541K
IronBridge Private Wealth, LLC 0.17% No change 1,674 $539K
Blackston Financial Advisory Group, LLC 0.33% Reduce -7.8% 1,668 $537K
Genesee Capital Advisors, LLC 0.22% Add +0.4% 1,667 $537K
Fund Advisors of America Inc 0.49% — 1,666 $537K
IMG Wealth Management, Inc. 0.34% Add +8.0% 1,666 $537K
Stevens Capital Partners 0.14% Add +48.4% 1,665 $536K
Kinloch Capital, LLC 0.23% Reduce -18.1% 1,662 $536K
Rockbridge Investment Management, LCC 0.05% Reduce -28.1% 1,661 $535K
Prism Planning Partners LLC 0.60% — 1,659 $535K
Cauble & Harre Wealth Management, Inc. 0.45% — 1,658 $534K
Ewing Morris & Co. Investment Partners Ltd. 0.23% Add +1.0% 1,635 $533K
Fearless Solutions, LLC dba Best Invest 0.32% Reduce -1.5% 1,655 $533K
American Institute for Advanced Investment Management, LLP 0.34% Add +2.3% 1,675 $533K
Strategic Investment Solutions, Inc. 0.13% Add +0.1% 1,653 $533K
CWC Advisors, LLC. 0.26% Add +3.2% 1,650 $532K
Integrated Capital Management, LLC 0.23% Reduce -4.4% 1,648 $531K
Safe Harbor Wealth Advisors, LLC 0.51% — 1,749 $529K
CacheTech Inc. 0.10% Add +84.0% 1,643 $529K
Wealth Watch Advisors, INC 0.20% Add +47.7% 1,638 $528K
Trace Wealth Advisors, LLC 0.38% Add +6.6% 1,632 $526K
Hutchens & Kramer Investment Management Group, LLC 0.18% Reduce -5.5% 1,632 $526K
Houlihan Financial Resource Group, Ltd. 0.20% Add +2.4% 1,715 $526K
Endowment Wealth Management, Inc. 0.24% Add +19.4% 1,630 $525K
Global Wealth Strategies & Associates 0.13% Reduce -7.1% 1,630 $525K
Yoder Wealth Management, Inc. 0.24% Add +2.7% 1,629 $525K
CMH Wealth Management LLC 0.11% Add +102.7% 1,628 $525K
J Hagan Capital, Inc. 0.29% Reduce -12.1% 1,628 $525K
Smith & Howard Wealth Management, LLC 0.12% No change 1,628 $525K
Solano Wealth Investment Advisors LLC 0.26% Add +0.1% 1,626 $524K
Axim Planning & Wealth 0.56% Reduce -5.5% 1,622 $523K
Pinnacle Financial Group, LLC / IL 0.15% Add +9.2% 1,619 $522K
LFA - Lugano Financial Advisors SA 0.27% Add +1.9% 1,624 $521K
Petix & Botte Co 0.12% No change 1,616 $521K
Berkshire Money Management, Inc. 0.05% New 1,616 $521K
Kendall Capital Management 0.11% Add +7.7% 1,613 $520K
Strata Wealth Advisors, LLC 0.14% Add +2.3% 1,610 $519K
Granite FO LLC 0.28% Reduce -2.7% 1,608 $518K
Sage Financial Management Group, Inc. 0.16% Add +8.4% 1,607 $518K
Luken Investment Analytics, LLC 0.20% Reduce -26.8% 1,599 $515K
Golden Road Advisors LLC 0.29% Reduce -31.0% 1,596 $514K
Trevian Wealth Management LLC 0.24% Add +0.6% 1,596 $514K
Townsend & Associates, Inc 0.05% Add +1.1% 1,661 $514K
Cedarwood Wealth LLC 0.57% — 1,702 $512K
Avalon Capital Management 0.12% No change 1,587 $511K
Hobbs Group Advisors, LLC 0.15% Add +1.8% 1,586 $511K
Lipe & Dalton 0.25% Reduce -4.8% 1,585 $511K
Belleair Asset Management, LLC 0.49% — 1,585 $511K
Wealth Quarterback LLC 0.18% Add +8.9% 1,585 $511K
Freedom Day Solutions, LLC 0.14% Reduce -0.8% 1,581 $509K
Everest Private Wealth 0.28% Reduce -6.8% 1,574 $507K
Denver PWM, LLC 0.17% No change 1,747 $507K
Pps&v Asset Management Consultants, Inc. 0.29% Add +1.4% 1,570 $506K
Obsidian Cio, LLC 0.75% Reduce -76.9% 1,569 $506K
Frederick Financial Consultants, LLC 0.28% Add +7.9% 1,568 $505K
ShoreHaven Wealth Partners, LLC 0.18% Add +2.9% 1,567 $505K
Chickasaw Capital Management LLC 0.02% Reduce -0.3% 1,566 $505K
Baskin Financial Services Inc. 0.04% No change 1,562 $503K
Cannon Financial Strategists, Inc. 0.07% No change 1,559 $502K
Seelaus Asset Management LLC 0.40% No change 1,554 $501K
NerdWallet Wealth Partners, LLC 0.22% Reduce -0.8% 1,553 $500K
Waystone Advisors LLC 0.43% — 1,551 $500K
Bourne Lent Asset Management Inc. 0.17% No change 1,550 $499K
Independent Wealth Network Inc. 0.15% Reduce -5.5% 1,549 $499K
ERn Financial, LLC 0.09% No change 1,549 $499K
Plotkin Financial Advisors, LLC 0.24% Add +3.3% 1,549 $499K
Able Wealth Management LLC 0.16% Add +9.6% 1,659 $497K
Mezzasalma Advisors, LLC 0.12% No change 1,525 $496K
Bucket List Wealth Management, LLC 0.30% — 1,538 $496K
Instrumental Wealth, LLC 0.30% Add +7.1% 1,618 $495K
Warburton Capital Management, LLC 0.28% Add +8.0% 1,539 $495K
Wealth Management Nebraska 0.06% Add +24.1% 1,533 $494K
Twin Tree Management, LP 0.05% New 1,533 $494K
Kagan Cocozza Asset Management 0.35% Reduce -5.6% 1,532 $494K
25 LLC 0.16% Add +4.5% 1,527 $492K
Dynamic Wealth Strategies, LLC 0.29% Add +1.2% 1,527 $492K
BlueStem Wealth Partners, LLC 0.05% Reduce -7.6% 1,525 $491K
Prospect Financial Services LLC 0.28% Reduce -1.5% 1,524 $491K
RAM Investment Partners, LLC 0.09% Reduce -43.0% 1,524 $491K
Ascension Capital Advisors, Inc. 0.17% No change 1,520 $490K
Sherbrooke Park Advisers LLC 1.26% New 1,518 $489K
Arq Wealth Advisors, LLC 0.13% Reduce -29.6% 1,513 $488K
Mitchell & Pahl Private Wealth, LLC 0.20% Reduce -0.2% 1,511 $487K
RS Crum Inc. 0.10% No change 1,507 $486K
Kraematon Investment Advisors, Inc. 0.39% Add +0.5% 1,507 $486K
Dunhill Financial, LLC 0.15% Add +25.0% 1,824 $485K
Clientfirst Wealth Management, LLC 0.39% No change 1,504 $485K
EntryPoint Capital, LLC 0.19% Add +68.1% 1,503 $484K
Lighthouse Financial LLC 0.32% Add +2.4% 1,502 $484K
Arta Finance Wealth Management LLC 0.25% — 1,508 $484K
Stembrook Asset Management, LLC 0.46% — 1,500 $483K
Highlander Partners, L.P. 0.17% No change 1,500 $483K
Nottingham Advisors, Inc. 0.07% Reduce -0.2% 1,499 $483K
Boyd Wealth Management, LLC 0.20% No change 1,498 $483K
Freestate Advisors LLC 0.39% Reduce -2.1% 1,494 $482K
Barnes Dennig Private Wealth Management LLC 0.48% Add +3.7% 1,494 $481K
BankChampaign, National Association 0.47% — 1,493 $481K
Cottonwood Capital Advisors, LLC 0.34% Reduce -2.9% 1,492 $481K
Ruedi Wealth Management, Inc. 0.13% Reduce -1.8% 1,492 $481K
AdvisorShares Investments LLC 0.08% Reduce -3.9% 1,490 $480K
Morey & Quinn Wealth Partners, LLC 0.34% No change 1,489 $480K
MontVue Capital Management, Inc. 0.32% Reduce -3.6% 1,486 $479K
Demars Financial Group, LLC 0.16% No change 1,486 $479K
ADG Wealth Management Group, LLC 0.36% Add +4.2% 1,483 $478K
Capital Counsel LLC 0.02% No change 1,481 $477K
Heritage Wealth Management, Inc./Texas 0.21% Add +0.4% 1,474 $475K
Englebert Financial Advisers, LLC 0.54% — 1,469 $473K
Mars Jewett Financial Group, Inc. 0.14% — 1,521 $473K
Brogan Financial, Inc. 0.21% Reduce -19.0% 1,468 $473K
WorthPointe, LLC 0.12% Add +44.8% 1,467 $473K
Front Street Capital Management, Inc. 0.07% Reduce -25.7% 1,466 $472K
Joseph P. Lucia & Associates, LLC 0.17% Add +1.5% 1,464 $472K
Valtinson Bruner Financial Planning LLC 0.14% Reduce -1.9% 1,461 $471K
Trailhead Planners LLC 0.46% — 1,461 $471K
Blue Zone Wealth Advisors, LLC 0.09% No change 1,461 $471K
Private Capital Advisors, Inc. 0.05% Add +0.5% 1,457 $469K
GK Wealth Management LLC 0.34% Reduce -9.8% 1,453 $468K
Madrona Financial Services, LLC 0.10% Reduce -4.5% 1,450 $467K
Pathway Wealth Management LLC 0.43% — 1,450 $467K
RFG Holdings, Inc. 0.12% Add +9.9% 1,446 $466K
OakTrust Wealth Advisors, LLC 0.43% — 1,443 $465K
Towerpoint Wealth, LLC 0.18% Reduce -0.9% 1,443 $465K
Pure Portfolios Holdings LLC 0.14% Add +1.1% 1,442 $465K
Triune Financial Partners, LLC 0.11% Reduce -4.0% 1,515 $464K
CenterStar Asset Management, LLC 0.73% New 1,436 $463K
RIA Advisory Group LLC 0.11% Reduce -16.8% 1,428 $460K
New England Professional Planning Group Inc. 0.19% No change 1,427 $460K
Clarus Wealth Advisors 0.19% Add +15.7% 1,478 $460K
Davidson Kahn Capital Management, LLC 0.24% Add +9.9% 1,426 $459K
Warther Private Wealth, LLC 0.11% Add +10.8% 1,423 $459K
Edmp, Inc. 0.38% Reduce -10.7% 1,419 $457K
Oxbow Advisors, LLC 0.04% Reduce -1.0% 1,417 $457K
Guardian Financial Partners, LLC 0.19% Add +6.5% 1,416 $456K
Ade, LLC 0.22% No change 1,414 $456K
G2 Capital Management, LLC / Oh 0.11% Add +2.2% 1,410 $454K
Live Oak Investment Partners 0.28% Reduce -1.1% 1,409 $454K
Maryland Capital Advisors Inc. 0.15% Add +6.0% 1,409 $454K
Matthew Goff Investment Advisor, LLC 0.08% Reduce -3.4% 1,408 $454K
Dodds Wealth, LLC 0.11% Reduce -6.6% 1,407 $453K
Bellecapital International Ltd. 0.08% Add +12.6% 1,407 $453K
Lavaca Capital LLC 0.08% No change 1,407 $453K
Redwood Financial Network Corp 0.29% Add +8.9% 1,406 $453K
Eaton-Cambridge Inc. 0.15% Add +4.0% 1,406 $453K
RMG Wealth Management LLC 0.06% Reduce -3.8% 1,482 $453K
Northern Capital Management, Inc. 0.24% Reduce -0.2% 1,404 $452K
DeLarme Wealth Management, Inc. 0.32% — 1,404 $452K
Cooke Wealth Management, LLC 0.39% — 1,468 $452K
Saxony Capital Management, LLC 0.28% No change 1,402 $452K
Mad River Investors 0.21% No change 1,400 $451K
R Squared Ltd 0.21% New 1,399 $451K
Essential Planning, LLC. 0.14% Add +2.4% 1,399 $451K
Traub Capital Management LLC 0.43% Reduce -0.6% 1,399 $451K
Sterling Investment Management, LLC 0.26% No change 1,398 $450K
Legacy PCG, LLC 0.28% No change 1,393 $449K
Chelsea Counsel Co. 0.19% Reduce -0.2% 1,392 $449K
LifeGoal Investments, LLC 0.30% Add +19.5% 1,392 $449K
Marotta Asset Management 0.08% No change 1,390 $448K
Hoge Financial Services, LLC 0.24% Add +4.8% 1,390 $448K
Crane Advisory, LLC 0.07% Add +6.6% 1,376 $446K
Verity Asset Management, Inc. 0.19% Add +20.2% 1,385 $446K
Nalls Sherbakoff Group, LLC 0.32% Reduce -42.0% 1,383 $446K
Oak Ridge Investments LLC 0.03% Reduce -14.8% 1,379 $444K
Sfm, LLC 0.26% Add +20.9% 1,378 $444K
Avondale Wealth Management 0.23% No change 1,375 $443K
Zinnia Wealth Advisory, LLC 0.48% — 1,374 $443K
Lutz Financial Services LLC 0.03% Reduce -10.4% 1,374 $443K
Entruity Wealth, LLC 0.31% No change 1,370 $441K
Asset Allocation Strategies LLC 0.08% Add +17.2% 1,369 $441K
Godfrey Financial Associates, Inc. 0.38% — 1,367 $441K
Life Planning Partners, Inc 0.34% No change 1,366 $440K
Penobscot Wealth Management 0.14% Add +0.2% 1,365 $440K
Corus Family Wealth Advisors 0.35% Reduce -4.4% 1,362 $439K
Argonautica Private Wealth Management, Inc. 0.13% Reduce -5.3% 1,360 $438K
Kondo Wealth Advisors, Inc. 0.17% Reduce -1.3% 1,357 $437K
Valpey Financial Services, LLC 0.28% Add +1.3% 1,357 $437K
Silverberg Bernstein Capital Management LLC 0.25% No change 1,354 $436K
Pura Vida Investments, LLC 1.63% New 1,350 $435K
Harbour Investment Management LLC 0.23% No change 1,345 $433K
Yeomans Consulting Group, Inc. 0.13% Reduce -3.9% 1,345 $433K
Paragon Financial Partners, Inc. 0.27% Add +0.1% 1,344 $433K
Integrity Wealth Solutions LLC 0.17% Add +0.1% 1,341 $432K
United American Securities Inc. (d/b/a UAS Asset Management) 0.09% New 1,339 $431K
Oregon Pacific Wealth Management, LLC 0.44% Reduce -1.7% 1,336 $430K
Acorn Financial Advisory Services Inc. 0.06% Reduce -1.3% 1,334 $430K
Adapt Wealth Advisors, LLC 0.15% Add +7.0% 1,332 $429K
Avos Capital Management, LLC 0.19% No change 1,331 $429K
Clear Point Advisors Inc. 0.33% Add +16.6% 1,541 $428K
Triton Wealth Management, PLLC 0.16% No change 1,382 $428K
Tumwater Wealth Management, LLC 0.17% No change 1,327 $428K
Harborfront Financial Group LLC 3.18% — 1,325 $427K
Geometric Wealth Advisors 0.05% Add +4.7% 1,325 $427K
L.K. Benson & Company, P.C. 0.21% New 1,325 $427K
J2 Capital Management Inc 0.31% Reduce -5.2% 1,321 $426K
Valued Retirements, Inc. 0.42% No change 1,319 $425K
Quartz Partners, LLC 0.16% Reduce -19.4% 1,318 $425K
Ares Financial Consulting, LLC 0.40% — 1,316 $424K
Hoese & Co LLP 0.30% No change 1,310 $422K
Pring Turner Capital Group Inc. 0.26% No change 1,305 $421K
Perissos Private Wealth Management, LLC 0.36% No change 1,305 $420K
Liberty Square Wealth Partners LLC 0.12% No change 1,303 $420K
WPWealth LLP 0.07% Add +13.4% 1,301 $419K
PARK CIRCLE Co 0.38% No change 1,300 $419K
Sacks & Associates, LLC 0.31% — 1,300 $419K
Good Steward Wealth Advisors,LLC 0.28% Reduce -11.0% 1,298 $418K
Kelly Financial Group LLC 0.11% Add +0.9% 1,297 $418K
Sage Capital Management, LLC 0.19% Add +0.3% 1,294 $417K
Independence Wealth Advisors, LLC 0.23% — 1,294 $417K
Dentgroup LLC 0.29% Add +0.2% 1,290 $416K
Williams & Novak, LLC 0.31% Add +7.6% 1,290 $416K
TABR Capital Management, LLC 0.28% New 1,289 $415K
Sankala Group LLC 0.33% — 1,381 $415K
Leslie Global Wealth, LLC 0.19% Add +1.6% 1,286 $414K
Winter & Associates, Inc. 0.38% — 1,285 $414K
Strategic Financial Concepts, LLC 0.38% Reduce -55.6% 1,284 $414K
Concentrum Wealth Management 0.12% Reduce -0.3% 1,283 $413K
Cathy Pareto & Associates, Inc. 0.29% Reduce -0.2% 1,278 $412K
Capital Markets Trading UK LLP 0.50% Add +21.9% 1,280 $412K
Summit Place Financial Advisors, LLC 0.20% Reduce -2.2% 1,276 $411K
FMB Wealth Management 0.16% No change 1,276 $411K
Orgel Wealth Management, LLC 0.01% Add +14.2% 1,273 $410K
Avise Financial Cooperative, Inc. 0.37% — 1,271 $409K
Enzi Wealth 0.14% Add +0.3% 1,330 $409K
Hilltop Wealth Advisors, LLC 0.21% Add +13.3% 1,270 $409K
Axiom Financial Strategies, LLC 0.17% Reduce -6.3% 1,270 $409K
Richardson Capital Management LLC 0.21% Add +0.6% 1,269 $409K
VanderPol Investments L.L.C. 0.78% Add +2.3% 1,268 $409K
Lakeside Advisors, INC. 0.26% Add +0.1% 1,266 $408K
Capstone Wealth Management, LLC 0.30% Add +3.1% 1,265 $408K
Flagship Private Wealth, LLC 0.16% Reduce -6.9% 1,263 $407K
AmeriServ Wealth Advisors 0.24% Reduce -6.9% 1,263 $407K
Mustard Seed Financial, LLC 0.26% Reduce -19.9% 1,263 $407K
Helium Advisors LLC 0.41% Reduce -30.4% 1,262 $407K
CDKV Holdings LLC 0.34% — 1,262 $407K
MPS Loria Financial Planners, LLC 0.10% Add +0.2% 1,262 $407K
Colorado Capital Management, Inc. 0.15% Add +1.4% 1,261 $406K
AdviceOne Advisory Services, LLC 0.24% No change 1,257 $405K
Gibson Capital, LLC 0.07% Reduce -7.7% 1,255 $404K
Alaska Wealth Advisors, LLC 0.05% Add +7.9% 1,255 $404K
Kelman-Lazarov, Inc. 0.06% Add +0.9% 1,244 $401K
Grantvest Financial Group LLC 0.26% Add +0.1% 1,241 $400K
Precision Wealth Strategies, LLC 0.13% Add +4.2% 1,227 $395K
Paul R. Ried Financial Group, LLC 0.19% Add +11.9% 1,225 $395K
Halter Ferguson Financial Inc. 0.09% Add +7.5% 1,225 $395K
Balanced Rock Investment Advisors LLC 0.28% New 1,221 $393K
Brown Financial Advisory 0.20% No change 1,219 $393K
Stone House Investment Management, LLC 0.06% Add +7.6% 1,217 $392K
Northland Securities, Inc. 0.38% — 1,214 $391K
LRT Capital Management, LLC 0.34% Reduce -80.8% 1,214 $391K
Prentiss Smith & Co. Inc. 0.23% No change 1,214 $391K
Vestia Personal Wealth Advisors 0.20% Add +2.7% 1,294 $391K
Northwest Quadrant Wealth Management, LLC 0.08% Reduce -2.1% 1,213 $391K
Kure Advisory, LLC 0.22% Add +25.7% 1,212 $391K
Austin Wealth Management, LLC 0.06% Add +9.4% 1,183 $390K
Rayburn West Financial Services LLC 0.24% — 1,210 $390K
Pinney & Scofield, Inc. 0.22% Add +14.1% 1,208 $389K
TPG Financial Advisors, LLC 0.13% Add +9.4% 1,204 $388K
Rainey & Randall Wealth Advisors Inc. 0.06% Add +0.2% 1,195 $385K
Targeted Financial Services LLC 0.33% — 1,194 $385K
Raffa Wealth Management, LLC 0.06% Add +1.8% 1,193 $385K
Tribridge Partners Financial LLC 0.16% No change 1,191 $384K
Bullseye Investment Management, LLC 0.20% Reduce -14.3% 1,190 $383K
Hubbell Strickland Wealth Management, LLC 0.15% Add +0.2% 1,188 $383K
Cutler Capital Management, LLC 0.14% No change 1,188 $383K
Twinbeech Capital LP 0.03% New 1,188 $383K
PMG Family Office LLC 0.44% No change 1,187 $382K
New Harbor Financial Group, LLC 0.07% No change 1,186 $382K
Halbert Hargrove Global Advisors, LLC 0.02% Add +114.5% 1,182 $381K
Financial Advisory Corp 0.06% Add +0.1% 1,179 $380K
Satovsky Asset Management LLC 0.07% Add +0.5% 1,179 $380K
Sentinel Pension Advisors, LLC 0.06% Add +47.4% 1,176 $379K
Daviman Financial, LLC 0.22% — 1,175 $379K
Sicart Associates LLC 0.10% No change 1,172 $378K
Clayton Financial Group LLC 0.19% Add +283.6% 1,170 $377K
Blue Water Asset Management 0.14% — 1,169 $377K
Quad-Cities Investment Group, LLC 0.16% Reduce -0.3% 1,167 $376K
Daner Wealth Management, LLC 0.23% Add +5.3% 1,181 $376K
Parkshore Wealth Management, Inc. 0.14% Add +7.0% 1,167 $376K
BLVD Private Wealth, LLC 0.33% No change 1,164 $375K
Hanover Advisors Inc. 0.15% Reduce -14.1% 1,164 $375K
Capital Asset Managemnet, LLC 0.42% — 1,163 $375K
Macroview Investment Management LLC 0.26% Add +21.3% 1,162 $374K
Fermata Advisors, LLC 0.09% Add +5.1% 1,161 $374K
Conrad Siegel Investment Advisors, Inc. 0.07% Reduce -0.7% 1,160 $374K
Wrenne Financial Planning LLC 0.15% No change 1,159 $373K
Atlantic Private Wealth, LLC 0.24% Add +378.5% 1,158 $373K
Imprint Wealth LLC 1.74% Reduce -50.3% 1,157 $373K
MTM Financial Group, LLC 0.18% No change 1,157 $373K
Human Investing LLC 0.05% Reduce -3.6% 1,155 $372K
Bellwether Advisors, LLC 0.06% Add +3.1% 1,155 $372K
Prairiewood Capital, LLC 0.12% Reduce -5.5% 1,154 $372K
Ballew Advisors, Inc 0.21% Reduce -2.8% 1,195 $371K
DWR Wealth Management, LLC 0.34% — 1,146 $371K
Cannon Wealth Management Services, LLC 0.26% Reduce -1.4% 1,150 $370K
Websterrogers Financial Advisors, LLC 0.11% No change 1,147 $370K
FOCUS Wealth Advisors, LLC 0.17% Add +0.2% 1,147 $370K
Flower City Capital 0.19% Reduce -5.3% 1,147 $370K
ACT Advisors, LLC. 0.15% Add +2.0% 1,146 $369K
Warner Group LLC 0.23% New 1,144 $369K
Rialto Wealth Management, LLC 0.09% Add +18.8% 1,143 $368K
Cascade Wealth Advisors, Inc 0.17% No change 1,224 $368K
JDH Wealth Management, LLC 0.25% No change 1,141 $368K
IAG Wealth Partners, LLC 0.04% No change 1,140 $367K
Saudi Central Bank 0.01% Reduce -0.9% 1,137 $366K
Frontier Asset Management, LLC 0.08% New 1,131 $364K
Cordoba Advisory Partners LLC 0.09% — 1,130 $364K
V. M. Manning & Co., Inc. 0.37% Reduce -6.1% 1,128 $364K
Covestor Ltd 0.19% Reduce -14.8% 1,126 $363K
Cogent Strategic Wealth LLC 0.39% — 1,216 $362K
Pacific Sage Partners, LLC 0.06% Add +7.4% 1,123 $362K
truNorth Financial Services, Inc. 0.39% — 1,119 $361K
Claris Advisors, LLC / Mo / 0.11% Reduce -1.0% 1,118 $360K
Master's Wealth Management Inc. 0.13% New 1,118 $360K
Jim Saulnier & Associates, LLC 0.19% Add +0.2% 1,117 $360K
Landing Point Financial Group, LLC 0.18% Add +0.4% 1,116 $360K
William John Sempolinski 0.18% — 1,116 $360K
Lountzis Asset Management, LLC 0.13% No change 1,116 $360K
Stonehearth Capital Management, LLC 0.13% No change 1,114 $359K
Boyum Wealth Architects LLC 0.17% New 1,203 $358K
Financial Synergies Wealth Advisors, Inc. 0.03% Add +0.9% 1,109 $358K
Disciplined Investments, LLC 0.14% Reduce -1.0% 1,109 $357K
Eagle Capital Management LLC 0.00% Reduce -12.9% 1,109 $357K
HighRoad Wealth Advisors, LLC 0.34% — 1,106 $356K
Warner Financial, Inc. 0.12% No change 1,106 $356K
OMNI 360 Wealth, Inc. 0.18% Add +0.1% 1,156 $356K
Reality Financial Planning Services, LLC 0.34% — 1,103 $355K
McClarren Financial Advisors, Inc. 0.21% Add +56.5% 2,035 $353K
Skyview Financial Group LLC 0.36% — 1,094 $353K
USAdvisors Wealth Management, LLC 0.12% Reduce -0.6% 1,093 $352K
Quaker Wealth Management, LLC 0.11% Add +3.3% 1,091 $352K
IMPACTfolio, LLC 0.15% No change 1,089 $351K
New England Research & Management, Inc. 0.15% No change 1,089 $351K
Newton One Investments LLC 0.10% Add +0.5% 1,086 $350K
Paragon Capital Management LLC 0.18% Reduce -11.3% 1,086 $350K
Boomfish Wealth Group, LLC 0.19% Reduce -25.3% 1,083 $349K
LiftPoint Family Wealth Advisors LLC 0.30% — 1,080 $348K
WPG Advisers, LLC 0.26% Add +41.3% 1,075 $346K
United Financial Planning Group LLC 0.21% Add +4.4% 1,075 $346K
Verus Wealth Management, LLC 0.32% Reduce -15.7% 1,073 $346K
Astra Wealth Partners LLC 0.21% Reduce -12.1% 1,071 $345K
Waratah Capital Advisors Ltd. 0.03% Reduce -97.3% 1,071 $345K
John Boyer, Inc. 0.35% Add +0.5% 1,068 $344K
Spectrum Planning & Advisory Services Inc. 0.18% Add +0.8% 1,069 $344K
Epiq Partners, LLC 0.17% No change 1,068 $344K
Veratis Advisors, Inc. 0.27% — 1,125 $343K
Prossimo Advisors, LLC 2.21% Add +1.6% 1,066 $343K
Johnson Wealth Management, LLC 0.17% Reduce -4.3% 1,066 $343K
Templeton & Phillips Capital Management, LLC 0.23% No change 1,065 $343K
Lesa Sroufe & Co 0.25% No change 1,061 $342K
Kemnay Advisory Services Inc. 0.05% New 1,061 $342K
LPWM LLC 0.09% No change 1,060 $342K
Howard Bailey Securities, LLC 0.13% Reduce -11.5% 1,058 $341K
Brio Consultants, LLC 0.04% Add +57.1% 1,057 $341K
Afg Fiduciary Services Limited Partnership 0.20% Reduce -5.9% 1,045 $340K
Comprehensive Financial Management LLC 0.01% No change 1,053 $339K
O'Connor Financial Group LLC 0.14% Add +0.9% 1,139 $339K
Jackson Wealth Management, LLC 0.03% Reduce -4.9% 1,053 $339K
Zevin Asset Management LLC 0.05% Reduce -14.0% 1,051 $339K
Alterna Wealth Management, Inc. 0.28% Reduce -0.9% 1,050 $338K
Gallacher Capital Management LLC 0.13% Add +19.4% 1,048 $338K
Lockerman Financial Group, Inc. 0.65% Reduce -66.6% 1,048 $338K
Rochester Wealth Strategies, LLC 0.21% Reduce -3.0% 1,047 $337K
Stack Financial Management, Inc 0.03% No change 1,046 $337K
PFS Partners, LLC 0.15% Add +5.7% 1,045 $337K
Aurdan Capital Management, LLC 0.10% Add +10.3% 1,045 $337K
Baker Boyer National Bank 0.10% Add +8.5% 1,045 $337K
McGowan Group Asset Management, Inc. 0.04% Reduce -1.2% 1,042 $336K
Advisory Resource Group 0.06% Add +0.5% 1,038 $334K
City Center Advisors, LLC 0.31% Add +2.2% 1,037 $334K
Spectrum Investment Advisors, Inc. 0.17% Add +53.4% 1,037 $334K
4J Wealth Management LLC 0.19% No change 1,036 $334K
HFG Advisors, Inc. 0.24% No change 1,034 $333K
SWP Financial LLC 0.17% Add +2.3% 1,030 $332K
Skyline Advisors, Inc. 0.11% Reduce -5.3% 1,029 $331K
Annandale Capital, LLC 0.05% No change 1,026 $331K
Conservest Capital Advisors, Inc. 0.03% Reduce -1.9% 1,025 $330K
Dash Acquisitions Inc. 0.07% Reduce -5.0% 1,041 $330K
Eastover Investment Advisors LLC 0.14% Add +4.3% 1,022 $329K
Cardinal Capital Management, Inc. 0.01% Reduce -21.1% 745 $329K
Signal Tree Financial Partners LLC 0.25% Reduce -4.9% 1,020 $329K
Israel Discount Bank of New York 0.89% Reduce -36.3% 1,019 $328K
Brickley Wealth Management 0.06% Add +0.8% 1,018 $328K
Northstar Asset Management Inc. 0.08% New 1,016 $327K
Longview Financial Advisors LLC 0.18% No change 1,015 $327K
PMG Wealth Management, Inc. 0.24% Add +9.5% 1,013 $326K
Panoramic Investment Advisors, LLC 0.18% Reduce -1.8% 1,013 $326K
HRC Wealth Management, LLC 0.16% Add +2.5% 1,012 $326K
Strive Financial Group ,LLC 0.17% — 1,011 $326K
Financial Guidance Group, Inc. 0.13% No change 1,011 $326K
Catalyst Capital Advisors LLC 0.01% Reduce -53.5% 1,011 $326K
Tandem Investment Advisors, Inc. 0.01% Reduce -13.6% 1,009 $325K
Center for Wealth Management Advisory 0.24% — 1,009 $325K
Lifestyle Asset Management, Inc. 0.11% New 1,004 $324K
Gruss & Co., LLC 0.71% Reduce -50.0% 1,000 $322K
URS Advisory LLC 0.27% — 1,000 $322K
MOR Wealth Management, LLC 0.15% — 1,000 $322K
Cumberland Advisors Inc. 0.12% No change 1,000 $322K
McCollum Christoferson Group LLC 0.09% No change 1,000 $322K
Coston, McIsaac & Partners 0.07% Add +2.5% 1,000 $322K
Northern Lights Advisors, Inc. 0.22% — 999 $322K
MLG Wealth Management DBA Pine Grove Financial Group 0.04% — 998 $322K
McGrath & Associates, Inc. 0.46% No change 996 $321K
Financial Planning Navigators CORP 0.15% — 996 $321K
Gladius Capital Management LP 0.40% New 993 $320K
Dale Q Rice Investment Management Ltd 0.23% No change 993 $320K
First Wilshire Securities Management Inc. 0.08% No change 993 $320K
Aerodigm Wealth, LLC 0.12% New 992 $320K
Pettinga Financial Advisors LLC 0.06% Add +41.0% 991 $319K
Fonville Wealth Management LLC 0.07% Add +19.3% 991 $319K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.50% — 990 $319K
WealthCollab, LLC 0.13% No change 986 $318K
Reicon Wealth Advisors, LLC 0.23% — 986 $318K
Fogel Capital Management, Inc. 0.15% New 985 $317K
StoneCrest Wealth Management, Inc. 0.13% Reduce -1.2% 985 $317K
Magnolia Wealth Management, LLC 0.19% Add +3.7% 984 $317K
Boston Common Asset Management, LLC 0.02% No change 984 $317K
Marshall & Sterling Wealth Advisors Inc. 0.21% Reduce -16.5% 983 $317K
WFA of San Diego, LLC 0.23% Reduce -1.7% 983 $317K
Reliant Investment Management, LLC 0.13% Add +7.7% 981 $316K
Glass Jacobson Investment Advisors llc 0.11% No change 980 $316K
AIFG Consultants Ltd. 0.54% Reduce -16.3% 977 $315K
Rinkey Investments 0.08% No change 977 $315K
Fusion Family Wealth, LLC 0.02% Add +0.1% 975 $314K
Innovative Wealth Building LLC 0.23% Add +0.5% 974 $314K
Nautilus Advisors LLC 0.20% Reduce -11.2% 972 $313K
Synergy Investment Management, LLC 0.11% Add +30.8% 972 $313K
Kropog Financial Group, LLC 0.24% Add +0.5% 972 $313K
Westbourne Investments, Inc. 0.15% Add +1.7% 970 $313K
Chase Investment Counsel Corp. 0.09% Reduce -1.2% 969 $312K
Equita Financial Network, Inc. 0.09% Add +8.4% 965 $311K
Auxier Asset Management LLC 0.04% Reduce -13.4% 965 $311K
WealthCare Investment Partners, LLC 0.09% Add +5.9% 954 $311K
Opulen Financial Group LLC 0.23% Add +8.2% 961 $310K
Laidlaw Wealth Management LLC 0.96% Reduce -49.1% 960 $309K
Rachor Investment Advisory Services, LLC 0.16% — 958 $309K
Uptown Financial Advisors LLC 0.26% Reduce -34.3% 958 $309K
Higgins & Schmidt Wealth Strategies LLC 0.15% Add +3.5% 958 $309K
Unique Wealth, LLC 0.04% Add +8.0% 958 $309K
Morningstar Investment Management LLC 0.02% Reduce -98.5% 956 $308K
Check Capital Management Inc. 0.02% Add +0.1% 955 $308K
Austin Asset Management Co Inc 0.05% Reduce -7.1% 955 $308K
Financially in Tune, LLC 0.29% — 954 $307K
Running Point Capital Advisors, LLC 0.08% Add +19.9% 952 $307K
TD Capital Management LLC 0.03% Reduce -10.3% 952 $307K
Oasis Advisors, LLC 0.16% — 950 $306K
AtlasMark Financial, Inc 0.20% No change 950 $306K
WealthTrak Capital Management LLC 0.22% Add +6.0% 947 $305K
Rock Point Advisors, LLC 0.08% Add +2.3% 947 $305K
Freedom Financial Partners LLC 0.11% Reduce -23.0% 942 $304K
Financial Harvest, LLC 0.19% Add +31.5% 940 $303K
Synergy Financial Group, LTD 0.21% Reduce -4.0% 938 $302K
Kennedy Capital Management LLC 0.01% No change 938 $302K
Chokshi & Queen Wealth Advisors, Inc 0.16% Add +0.1% 937 $302K
Whitcomb & Hess, Inc. 0.07% Reduce -0.6% 970 $302K
ETF Store, Inc. 0.31% Add +7.6% 936 $302K
Elevate Wealth Advisory, Inc. 0.21% Add +1.5% 934 $301K
GEM Asset Management, LLC 0.13% Reduce -5.3% 919 $301K
Ferguson Shapiro LLC 0.09% Add +0.4% 930 $300K
Havemeyer Place LP 0.06% — 930 $300K
Curran Financial Partners, LLC 0.06% Reduce -16.0% 930 $300K
Members Wealth LLC 0.19% Add +0.1% 995 $299K
Veridan Wealth LLC 0.10% Add +0.4% 925 $298K
Western Pacific Wealth Management, LP 0.29% Reduce -19.6% 922 $297K
Midwest Financial Group LLC 0.13% Reduce -0.8% 922 $297K
Sterling Manor Financial, LLC 0.19% Reduce -8.7% 922 $297K
SpringVest Wealth Management LLC 0.21% New 921 $297K
Balanced Wealth Group LLC 0.11% Add +0.4% 952 $296K
Manuka Financial, LLC 0.18% Add +41.7% 918 $296K
Comprehensive Money Management Services LLC 0.20% No change 917 $295K
Northwest Wealth Advisors, LLC 0.23% — 917 $295K
Avant Capital LLC 0.20% Reduce -4.9% 914 $295K
Financial Life Planners 0.21% Add +0.4% 912 $294K
Mraz, Amerine & Associates, Inc. 0.04% Reduce -1.1% 911 $294K
Unconventional Investor, LLC 0.14% Reduce -0.4% 911 $294K
Hoya Capital Real Estate, LLC 4.74% No change 910 $293K
Newport Capital Group, LLC 0.18% Add +7.1% 905 $292K
Gainplan LLC 0.11% New 904 $291K
Welch Financial Planning, LLC 0.21% — 903 $291K
Act Wealth Management, LLC 0.10% Reduce -0.6% 902 $291K
Next Level Wealth Planning, LLC 0.15% Reduce -6.3% 902 $291K
Trust Co of Kansas 0.13% No change 899 $290K
Everstar Asset Management, LLC 0.16% Reduce -48.7% 900 $290K
Principia Wealth Advisory, LLC 0.18% Add +2.2% 897 $289K
Mountain Capital Investment Advisors Inc. 0.05% Reduce -3.6% 969 $288K
Liberty Atlantic Advisors LLC 0.28% — 893 $288K
Allstreet Capital Advisors LLC 0.21% — 893 $288K
Accretive Wealth Partners, LLC 0.09% Add +21.4% 892 $287K
Capital Planning LLC 0.08% No change 883 $287K
Sims Investment Management, LLC 0.10% Reduce -8.6% 891 $287K
AlphaGrep UK Ltd 0.10% — 891 $287K
Adams Wealth Management 0.06% Reduce -0.3% 890 $287K
Archvest Wealth Advisors, Inc. 0.18% Add +6.5% 888 $286K
E6 Portfolios, LLC 0.33% — 888 $286K
Graney & King, LLC 0.17% Add +0.1% 888 $286K
Tableaux LLC 0.20% Reduce -73.4% 887 $286K
Saranac Partners Ltd 0.11% Reduce -96.7% 882 $284K
Mullaney, Keating & Wright, Inc. 0.15% No change 882 $284K
Wick Capital Partners, LLC 0.05% Reduce -44.3% 882 $284K
Gross & Hartman Investments LLC 0.16% — 880 $284K
Prosperity Advisers, LLC 0.23% — 879 $283K
Theory Financial LLC 0.10% Add +0.4% 939 $283K
Olde Wealth Management, LLC 0.09% No change 877 $282K
Integrated Wealth Management 0.32% — 874 $282K
Arrowroot Family Office, LLC 0.10% Reduce -22.9% 874 $282K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.39% Reduce -53.4% 874 $282K
Safe Harbor Family Capital, LLC 0.25% — 873 $281K
Generation Capital Management LLC 0.18% Add +29.8% 871 $281K
Briaud Financial Planning Inc 0.07% Add +16.6% 871 $281K
Bonfire Financial 0.21% Add +2.2% 866 $279K
Lummis Asset Management, LP 0.17% Add +0.8% 865 $279K
Legend Financial Advisors, Inc. 0.17% No change 863 $278K
Fairway Wealth LLC 0.07% Add +5.4% 863 $278K
Global View Capital Management LLC 0.05% Reduce -0.2% 860 $277K
Beacon Financial Strategies CORP 0.15% No change 859 $277K
TSA Wealth Managment LLC 0.09% Add +22.2% 858 $276K
Avion Wealth 0.06% Reduce -24.8% 854 $275K
Opus Financial Solutions LLC 0.26% — 852 $275K
Phocas Financial Corp. 0.04% No change 851 $274K
Hapanowicz & Associates Financial Services, Inc 0.11% No change 850 $274K
Cornerstone Advisors Asset Management, LLC 0.04% New 850 $274K
Fortis Advisors, LLC 0.15% No change 849 $274K
BlueChip Wealth Advisors LLC 0.11% Reduce -16.8% 849 $273K
Parrish Capital LLC 0.25% — 848 $273K
Ball & Co Wealth Management Inc. 0.18% Add +0.5% 848 $273K
New Jersey Better Educational Savings Trust 0.46% No change 847 $273K
Lifelong Wealth Advisors, Inc. 0.07% Add +1.1% 847 $273K
Stonebridge Wealth Management, LLC 0.26% Reduce -12.9% 846 $273K
Auour Investments LLC 0.09% No change 844 $272K
ProCore Advisors, LLC 0.28% — 841 $271K
Ballast Financial Advisors LLC 0.28% — 840 $271K
Puzo Michael J 0.07% No change 840 $271K
BCU Wealth Advisors, LLC 0.10% Add +0.5% 840 $271K
Vigil Wealth Management, LLC 0.22% — 839 $270K
Integrated Financial Solutions, Inc. 0.19% New 837 $270K
Altiora Financial Group, LLC 0.05% Reduce -6.6% 835 $269K
Campbell Deegan Wealth Management, LLC 0.22% Add +1.2% 834 $269K
Essential Partners LLC 0.08% Add +10.0% 833 $268K
David Kennon Inc 0.10% Reduce -3.5% 831 $268K
ShankerValleau Wealth Advisors, Inc. 0.07% No change 831 $268K
Alamar Capital Management, LLC 0.15% No change 830 $267K
Brandywine Trust Co. 0.05% No change 830 $267K
Legacy Solutions, LLC 0.23% Add +1.4% 827 $267K
Luminvest Wealth Management LLC 0.07% Reduce -3.0% 827 $267K
Jacksonville Wealth Management, LLC 0.19% No change 827 $266K
Aspect Partners, LLC 0.12% Reduce -34.2% 827 $266K
Juncture Wealth Strategies, LLC 0.09% Reduce -32.6% 827 $266K
Timber Creek Capital Management LLC 0.06% Reduce -13.2% 825 $266K
Mark Sheptoff Financial Planning, LLC 0.13% No change 940 $266K
Pacific Excel Wealth Advisors, Inc. 0.50% — 829 $266K
Madrid Wealth Management, LLC 0.22% — 824 $266K
Armistice Capital, LLC 0.01% Reduce -7.8% 819 $264K
marrick wealth, LLC 0.22% — 818 $264K
Headland Capital, LLC 0.07% Reduce -6.6% 816 $263K
Baron Financial Group, LLC 0.14% No change 815 $263K
Sequent Planning LLC 0.07% Add +20.1% 812 $262K
FWG Investments, LLC. 0.17% Reduce -14.2% 812 $262K
GFG Capital, LLC 0.09% Reduce -1.7% 809 $261K
Pearl Planning LLC 0.16% — 809 $261K
Financial Avengers, Inc. 0.11% Add +0.4% 809 $261K
DecisionPoint Financial, LLC 0.06% Add +27.4% 808 $260K
Town Capital LLC 0.21% — 808 $260K
Vermillion Wealth Management, Inc. 0.11% Add +0.4% 808 $260K
Schwallier Wealth Management LLC 0.17% Add +4.4% 848 $259K
Clarendon Private LLC 0.22% Add +22.3% 805 $259K
Evelyn Partners Asset Management Ltd 0.06% Reduce -20.5% 805 $259K
Cobblestone Asset Management LLC 0.12% No change 804 $259K
Phraction Management LLC 0.07% New 804 $259K
Aspiring Ventures, LLC 0.09% Reduce -0.9% 803 $259K
PACK Private Wealth, LLC 0.12% No change 803 $259K
RiverTree Advisors, LLC 0.16% No change 800 $258K
Barnes Wealth Management Group, Inc 0.14% Reduce -2.7% 800 $258K
1 North Wealth Services LLC 0.09% No change 800 $258K
Schaeffer Financial LLC 0.22% No change 798 $257K
Optima Capital LLC 0.11% Add +0.9% 797 $257K
KDK Private Wealth Management, LLC 0.22% New 795 $256K
Quest 10 Wealth Builders, Inc. 0.23% Reduce -8.2% 794 $256K
East Coast Asset Management, LLC. 0.08% Reduce -5.8% 794 $256K
Walleye Capital LLC 0.00% New 792 $255K
Valued Wealth Advisors LLC 0.11% Add +13.2% 791 $255K
Millington Financial Advisors, LLC 0.11% Add +3.3% 789 $254K
Redwood Family Wealth LLC 0.25% — 789 $254K
Clark Financial Services Group Inc. 0.14% Reduce -2.8% 761 $254K
JMN Financial LLC 0.25% — 785 $253K
Goodman Financial Corp 0.05% Add +14.8% 784 $253K
PVG Asset Management Corp. 0.53% No change 780 $251K
Capital Developers, LLC 0.23% — 779 $251K
Monument Group Wealth Advisors, LLC 0.14% No change 779 $251K
Peak Wealth Management LLC 0.21% — 779 $251K
Foronjy Financial LLC 0.10% Reduce -2.8% 778 $251K
ICONIQ Capital, LLC 0.00% Reduce -44.2% 778 $251K
Ofc Financial Planning, LLC 0.24% No change 777 $250K
Note Advisors, LLC 0.13% Reduce -13.6% 828 $250K
Donalies Financial Planning, LLC 0.21% — 775 $250K
Sightline Wealth Advisors, LLC 0.11% Reduce -0.5% 775 $250K
Capstone Investment Advisors, LLC 0.00% Reduce -90.8% 775 $250K
Boulder Wealth Advisors, LLC 0.11% New 774 $249K
Bay Harbor Wealth Management, LLC 0.07% Add +23.3% 772 $249K
Elefante Mark B 0.15% No change 772 $249K
Lane Brothers & Co. Inc. 0.18% — 771 $248K
Andina Capital Management, LLC 0.15% Add +13.9% 770 $248K
Pacific Capital Wealth Advisors, Inc. 0.04% Reduce -6.9% 770 $248K
Fox Hill Wealth Management 0.12% Add +11.8% 769 $248K
Wingate Wealth Advisors, Inc. 0.14% Reduce -0.3% 769 $248K
David J Yvars Group 0.13% No change 768 $247K
Hudson Oak Wealth Advisory LLC 0.22% — 764 $246K
Northeast Planning Associates, Inc. / NH / 0.17% Reduce -0.7% 764 $246K
Vienna Asset Management LLC 0.14% New 763 $246K
BAM Wealth Management, LLC 0.18% Reduce -2.9% 762 $245K
Alongside, LLC 0.08% — 759 $245K
Opes Wealth Management LLC 0.04% Reduce -2.8% 759 $245K
ORBA Wealth Advisors, L.L.C. 0.21% Reduce -28.0% 758 $244K
Tran Capital Management, L.P. 0.03% Add +0.5% 758 $244K
Heritage Oak Wealth Advisors LLC 0.09% Add +9.1% 757 $244K
Alpha Financial Advisors, LLC 0.07% New 757 $244K
Founders Capital Management, LLC 0.04% Add +6.7% 754 $243K
Davies Financial Advisors, Inc. 0.45% Reduce -59.9% 753 $243K
North Berkeley Wealth Management, LLC 0.14% Reduce -0.4% 751 $242K
Capital Investment Services of America, Inc. 0.02% No change 751 $242K
Chico Wealth RIA 0.16% New 751 $242K
Clark Estates Inc. 0.06% No change 750 $242K
Petredis Investment Advisors LLC 0.02% No change 748 $241K
Westend Capital Management, LLC 0.07% Add +350.9% 744 $240K
Mason & Associates, LLC 0.05% Add +4.1% 744 $240K
High Probability Advisors, LLC 0.03% No change 743 $239K
Peak Financial Management, Inc. 0.06% Add +2.8% 742 $239K
Gator Capital Management, LLC 0.05% No change 740 $238K
Chaney Capital Management, Inc. 0.08% No change 739 $238K
Blue Barn Wealth, LLC 0.35% Reduce -39.1% 738 $238K
Professional Financial Solutions LLC 0.22% — 738 $238K
Ridgeline Wealth Planning, LLC 0.17% New 736 $237K
Tidemark, LLC 0.07% Reduce -1.1% 735 $237K
Providence Financial Advisors, LLC 0.24% No change 733 $236K
Fiscal Wisdom Wealth Management, LLC 0.22% Reduce -2.0% 729 $235K
Three Seasons Wealth, LLC 0.02% Add +2.4% 729 $235K
Legacy Wealth Managment, LLC 0.11% Add +87.4% 727 $234K
Mustico Financial Group, Inc. 0.18% New 712 $234K
Integras Partners LLC 0.19% Reduce -17.8% 726 $234K
Spectrum Wealth Advisory Group, LLC 0.09% Reduce -7.8% 726 $234K
Garrison Bradford & Associates Inc. 0.25% No change 725 $234K
Crestmont Private Wealth LLC 0.08% No change 724 $233K
Navigoe, LLC 0.14% No change 726 $233K
Seneca Financial Advisors LLC 0.07% Add +1.4% 723 $233K
Gray Private Wealth, LLC 0.11% No change 721 $232K
MA Private Wealth 0.04% Reduce -34.5% 721 $232K
Franklin, Parlapiano, Turner & Welch, LLC 0.06% No change 741 $232K
CV Advisors LLC 0.06% Add +8.3% 718 $231K
Semitam Bonam LLC 0.19% No change 717 $231K
Wealth Group Ltd 0.05% New 713 $230K
Cornerstone Wealth Advisors, Inc. 0.05% Add +0.3% 709 $229K
BG Investment Services, LLC 0.20% Add +3.5% 706 $228K
Renaissance Investment Group LLC 0.05% No change 706 $227K
Planning Directions Inc. 0.11% Add +0.6% 705 $227K
One Wealth Capital Management, LLC 0.10% Reduce -5.9% 704 $227K
Heritage Family Offices, LLP 0.10% New 704 $227K
Quattro Advisors LLC 0.18% — 701 $226K
Smith Partners Wealth Management, LLC 0.21% — 700 $226K
V2 Financial group LLC 0.11% No change 700 $226K
Forte Asset Management LLC 0.10% No change 700 $226K
Creative Capital Management Investments LLC 0.07% Add +6.5% 699 $225K
Continental Investors Services, Inc. 0.29% Add +4.9% 722 $225K
Integrity Investment Advisors, LLC 0.12% New 697 $224K
Forefront Wealth Partners, LLC 0.11% New 696 $224K
Asset Allocation & Management Company, LLC 0.09% No change 695 $224K
Peak Financial Advisors LLC 0.10% No change 695 $224K
Cedar Wealth Management, LLC 0.07% Add +1256.9% 692 $223K
Michels Family Financial, LLC 0.16% New 692 $223K
ODonnell Financial Services, LLC 0.08% Reduce -0.4% 691 $223K
Beta Wealth Group, Inc. 0.09% Add +0.1% 690 $222K
Marquette Asset Management, LLC 0.03% Add +8.8% 690 $222K
Confluence Investment Management LLC 0.00% No change 685 $221K
Primoris Wealth Advisors, LLC 0.13% No change 683 $220K
Breachway Investments LLC 0.23% — 682 $220K
Strategic Financial Partners, Ltd. 0.10% Add +1.9% 681 $220K
Salvus Wealth Management, LLC 0.12% New 680 $219K
Foundry Financial Group, Inc. 0.11% New 678 $218K
Torrey Growth & Income Advisors 0.08% Add +6.1% 677 $218K
Kaufman Rossin Wealth, LLC 0.11% Add +1.6% 676 $218K
Greenhouse Wealth Management, LLC 0.13% No change 675 $217K
Treasure Coast Financial Planning 0.12% Reduce -21.1% 673 $217K
Argo Wealth Advisory, LLC 0.13% — 672 $217K
Tepp RIA, LLC 0.21% No change 672 $217K
Somerset Group LLC 0.16% No change 661 $216K
Guardian Wealth Management, Inc. 0.13% Reduce -0.1% 670 $216K
ClearAlpha Technologies LP 0.61% New 668 $215K
Provenance Wealth Advisors, LLC 0.02% Reduce -65.6% 668 $215K
Aspire Capital Advisors LLC 0.05% Reduce -9.7% 668 $215K
Chatterton & Associates Inc. 0.18% — 663 $214K
Penbrook Management LLC 0.15% No change 660 $213K
Align Financial, LLC 0.12% — 212,369 $212K
Evolution Wealth Management Inc. 0.18% Add +78.6% 659 $212K
Capasso Planning Partners LLC 0.12% New 659 $212K
Penney Financial, LLC 0.08% No change 658 $212K
Exit Wealth Advisors, LLC. 0.13% New 657 $212K
Three Cord True Wealth Management, LLC 0.12% New 655 $211K
Advisory Advocates, LLC 0.21% — 655 $211K
Corbyn Investment Management Inc. 0.10% No change 655 $211K
Sound Stewardship, LLC 0.10% No change 655 $211K
Carderock Capital Management Inc. 0.05% Reduce -2.1% 654 $211K
Trinity Wealth Management, LLC 0.08% Add +0.6% 652 $210K
Evolution Advisers, Inc. 0.09% No change 651 $209K
Johnson Bixby & Associates, LLC 0.03% New 648 $209K
SK Wealth Management, LLC 0.06% Reduce -4.2% 681 $209K
Lifetime Wealth Management P.C. 0.13% — 647 $208K
Rakuten Securities, Inc. 0.07% Reduce -55.1% 646 $208K
Financial Futures Ltd Liability Co. 0.10% Add +1.6% 645 $208K
Mason Investment Advisory Services, Inc. 0.01% New 645 $208K
Castellan Group 0.03% New 644 $208K
Signature Resources Capital Management, LLC 0.10% Add +4.9% 643 $207K
Aegis Wealth Management, Inc. 0.16% — 643 $207K
Brighton Securities Corp. 0.10% Reduce -11.2% 643 $207K
Welch Capital Partners LLC 0.04% No change 642 $207K
Collar Capital Management, LLC 0.14% No change 641 $207K
Arcadia Investment Management Corp. 0.03% Reduce -69.5% 640 $206K
Pinnacle Family Advisors, LLC 0.09% New 637 $205K
Blue Sky Capital Consultants Group, Inc. 0.09% New 634 $205K
BetterWealth, LLC 0.05% Reduce -6.2% 633 $204K
John G Ullman & Associates Inc. 0.03% New 633 $204K
Mendota Financial Group, LLC 0.15% No change 631 $203K
Graetz Wealth LLC 0.18% — 630 $203K
Barry Investment Advisors, LLC 0.05% Reduce -49.8% 629 $203K
Ted Buchan & Co 0.07% Reduce -7.0% 628 $202K
Resolute Capital, LLC 0.08% — 627 $202K
Valley Forge Investment Consultants Inc. Adv 0.06% Reduce -5.3% 626 $202K
Ellis Investment Partners, LLC 0.04% New 626 $202K
True Wealth Design, LLC 0.06% Add +19.1% 625 $201K
Hyperion Capital Advisors LP 0.10% New 624 $201K
C2C Wealth Management, LLC 0.17% New 622 $200K
Droms Strauss Advisors Inc. /Mo/ 0.05% New 622 $200K
Affinity Wealth LLC 0.14% New 614 $198K
Bayforest Capital Ltd 0.15% New 611 $197K
Tobam 0.05% Add +6.1% 608 $196K
Basso Capital Management, L.P. 0.12% No change 604 $195K
MidAtlantic Capital Management, Inc. 0.12% New 600 $193K
Advocate Investing Services LLC 0.17% — 599 $193K
Stelac Advisory Services LLC 0.07% Reduce -0.5% 590 $190K
Merited Wealth, LLC 0.18% — 590 $190K
eCIO, Inc. 0.09% Reduce -23.2% 589 $190K
Howard Hughes Medical Institute 0.11% Reduce -0.5% 588 $189K
GF Fund Management Co. LTD. 0.00% New 586 $189K
West Financial Advisors, LLC 0.03% Add +3.4% 585 $188K
NorthAvenue LLC 0.16% — 583 $188K
Standard Family Office LLC 0.20% No change 576 $186K
Financial Network Wealth Advisors LLC 0.19% Add +0.3% 576 $186K
Sherman Asset Management, Inc. 0.16% No change 570 $184K
Copia Wealth Management 0.13% No change 568 $183K
Meeder Asset Management Inc. 0.01% Reduce -3.4% 563 $181K
Horrell Capital Management, Inc. 0.08% No change 547 $176K
Motiv8 Investments LLC 0.09% New 520 $168K
Strategic Wealth Advisors LLC 0.14% — 502 $161K
Ankerstar Wealth, LLC 0.16% — 498 $161K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 496 $160K
Davis Capital Management 0.11% No change 494 $159K
Lloyd Advisory Services, LLC. 0.06% Reduce -59.8% 488 $157K
IFC & Insurance Marketing, Inc. 0.15% — 485 $156K
Sarver Vrooman Wealth Advisors 0.10% Reduce -17.9% 476 $153K
Vermillion & White Wealth Management Group, LLC 0.08% Add +9.2% 510 $153K
Sfam, LLC 0.14% — 474 $153K
Curio Wealth, LLC 0.05% Add +20.8% 459 $151K
Islay Capital Management, LLC 0.09% No change 465 $150K
Keewaydin Investments LLC 0.04% — 462 $149K
Vinland Capital Management Gestora de Recursos LTDA. 1.69% Reduce -28.0% 430 $139K
Miller Wealth Advisors, LLC 0.05% No change 430 $139K
Inlight Wealth Management, LLC 0.05% No change 427 $138K
DiNuzzo Private Wealth, Inc. 0.01% Add +4.4% 424 $137K
Red Tortoise LLC 0.06% No change 412 $133K
Abound Financial, LLC 0.05% New 394 $127K
Paladin Partners, LLC 0.09% — 385 $124K
Robinswood Financial LLC 0.04% No change 377 $122K
Pingora Partners LLC 0.07% Reduce -5.1% 375 $121K
Kilter Group LLC 0.05% Reduce -0.8% 367 $118K
Financial Gravity Asset Management, Inc. 0.02% Reduce -21.1% 362 $117K
Bare Financial Services, Inc 0.03% Add +0.8% 361 $116K
Virtus Advisers, LLC 0.06% Reduce -81.5% 360 $116K
Anfield Capital Management, LLC 0.04% Add +12.8% 352 $113K
Financial Connections Group, Inc. 0.04% Add +2.9% 353 $113K
Robbins Farley 0.05% Add +9.5% 345 $111K
Estate Planners Group, LLC 0.05% — 336 $108K
Swiss Re Ltd. 0.01% — 334 $108K
Caden Capital Partners, LP 0.23% New 324 $104K
180 GPS Investments IC Ltd 0.08% Reduce -99.3% 323 $104K
Cedar Mountain Advisors, LLC 0.02% Add +0.3% 322 $104K
Quarry LP 0.02% Reduce -75.3% 321 $103K
Heartland Advisors Inc. 0.01% No change 316 $102K
Strengthening Families & Communities, LLC 0.04% Add +0.6% 316 $102K
GPS Wealth Strategies Group, LLC 0.09% Reduce -95.5% 315 $101K
Retirement Wealth Solutions LLC 0.06% No change 314 $101K
Seneschal Advisors, LLC 0.07% No change 302 $97K
Acima Private Wealth, LLC 0.03% Reduce -48.0% 296 $95K
Turning Point Benefit Group, Inc. 0.05% Add +157.1% 288 $93K
Key Capital Management, INC 0.09% — 282 $91K
DV Trading LLC 0.01% — 280 $90K
Navera Investment Management Ltd. 0.00% No change 280 $90K
Redmont Wealth Advisors LLC 0.14% Reduce -5.8% 277 $89K
Kings Path Partners LLC 0.03% Reduce -8.9% 276 $89K
Ulland Investment Advisors, LLC 0.07% Reduce -12.8% 258 $83K
Penserra Capital Management LLC 0.00% Add +22.5% 261 $83K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.06% — 245 $79K
Disciplina Capital Management LLC 0.01% Add +0.4% 236 $76K
Horizon Financial Services, LLC 0.03% No change 234 $76K
New England Capital Financial Advisors LLC 0.03% Add +14.9% 231 $75K
Clarity Asset Management, Inc. 0.04% Add +0.5% 219 $71K
Innovative Advisory Group, LLC 0.04% No change 210 $68K
Tanaka Capital Management Inc. 0.12% No change 207 $67K
Phillip James Consulting Co. 1.13% — 210 $64K
Prudent Man Investment Management, Inc. 0.02% Add +9.0% 194 $63K
Bear Mountain Capital, Inc. 0.02% Reduce -2.9% 202 $62K
Nvest Wealth Strategies, Inc. 0.05% — 193 $62K
HFM Investment Advisors, LLC 0.02% Add +120.7% 192 $62K
Collier Financial 0.05% No change 190 $61K
Valor Advisors LLC 0.05% — 189 $61K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -28.3% 185 $60K
Curat Global, LLC 0.06% No change 180 $58K
Northwest Capital Management Inc 0.24% Reduce -46.9% 170 $55K
MPWM Advisory Solutions, LLC 0.03% Add +47.8% 164 $53K
Miller Global Investments, LLC 0.05% — 160 $52K
Investment Counsel Co. of Nevada 0.11% Add +0.6% 159 $51K
Birchwood Financial Partners, Inc. 0.05% — 158 $51K
Carolina Wealth Advisors, LLC 0.02% Add +6.0% 158 $51K
Park Square Financial Group, LLC 0.30% Reduce -12.2% 208 $50K
Decker Retirement Planning Inc. 0.02% Reduce -36.0% 151 $49K
SWAN Capital LLC 0.02% No change 151 $49K
Cresta Advisors, Ltd. 0.02% New 150 $48K
Team Financial Group, LLC 0.02% No change 148 $48K
Sunrise Financial Services, LLC 0.04% — 147 $47K
Morton Brown Family Wealth, LLC 0.01% Add +7.3% 146 $47K
Pioneer Family Office, LLC 0.03% — 142 $46K
WHI TRUST Co LLC 0.03% — 139 $45K
Atomic Invest LLC 0.02% — 137 $44K
Breakwater Investment Management 0.02% Add +3.8% 136 $44K
Investors Portfolio Services LLC 0.04% — 136 $44K
Midwest Capital Advisors, LLC 0.02% Reduce -27.8% 130 $42K
Horizons Wealth Management 0.03% No change 125 $40K
Merrithew & Thorsten Inc 0.04% — 124 $40K
Redwood Park Advisors LLC 0.03% Add +0.8% 121 $39K
MJT & Associates Financial Advisory Group, Inc. 0.03% No change 114 $37K
Osbon Capital Management LLC 0.03% — 109 $35K
10Elms LLP 0.03% No change 100 $32K
Mountain Hill Investment Partners Corp. 0.02% No change 100 $32K
POM Investment Strategies, LLC 0.02% Add +26.3% 96 $31K
Exane Asset Management 0.01% Reduce -99.9% 80 $30K
Goodman Advisory Group, LLC 0.01% No change 93 $30K
Harbor Asset Planning, Inc. 0.03% No change 91 $29K
Winnacle Wealth LLC 0.02% Add +1.1% 90 $29K
Whipplewood Advisors, LLC 0.02% New 88 $28K
Timmons Wealth Management, LLC 0.03% — 83 $27K
Fairman Group, LLC 0.02% No change 78 $25K
PayPay Securities Corp 0.72% Add +40.7% 76 $24K
Alexis Investment Partners, LLC 0.01% No change 71 $23K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Add +176.9% 72 $22K
Three Bearings Fiduciary Advisors, Inc. 0.02% — 70 $21K
Transce3nd, LLC 0.16% Add +3.2% 65 $20K
Eq Wealth Advisors, LLC 0.01% New 57 $18K
Compass Financial Services Inc 0.01% No change 55 $18K
Minot DeBlois Advisors LLC 0.01% No change 50 $16K
Camelot Portfolios, LLC 0.01% New 50 $16K
LGT Financial Advisors LLC 0.09% No change 45 $15K
Advantage Trust Co 0.01% Reduce -50.0% 45 $15K
Caitlin John, LLC 0.01% No change 39 $13K
JDM Financial Group LLC 0.00% Reduce -44.6% 36 $12K
Friedenthal Financial 0.01% No change 33 $11K
Benson Wealth Management INC 0.01% — 33 $11K
Battery Global Advisors, LLC 0.00% Reduce -96.3% 63 $8K
Teachers Insurance & Annuity Association of America 0.01% No change 22 $7K
Family CFO Inc 0.00% New 21 $7K
Delos Wealth Advisors, LLC 0.00% Reduce -95.1% 16 $5K
HighMark Wealth Management LLC 0.00% Add +1400.0% 15 $5K
Financially Speaking Inc 0.00% No change 15 $5K
Networth Advisors, LLC 0.00% — 13 $4K
IFS Advisors, LLC 0.00% No change 11 $4K
Luminist Capital LLC 0.00% New 6 $2K
Palladiem, LLC 0.00% — 4 $1K
Bridge Generations Wealth Management LLC 0.00% No change 4 $1K
ROSS\JOHNSON & Associates LLC 0.02% Add +50.0% 3 $967

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