KLAKLAC

13F holders, Q2 2026 (June 30)
2,490holders +410
493new positions
86sold out
11famous investors
$308.85avg. 13F price*

At the end of Q2 2026, 2,490 institutions reported holding KLA Corp. (KLAC) in their 13F filings, up 410 from Q1 2026. 493 opened new positions and 86 sold out. The largest holders were BlackRock, Inc. ($38.1B), Vanguard Capital Management LLC ($25.7B) and State Street Corp. ($19.0B). 11 famous investors held it, including Jeremy Grantham (2.6% of GMO's portfolio), Brad Gerstner (1.8% of Altimeter Capital Management's portfolio) and Ken Griffin (0.4% of Citadel Advisors's portfolio).

Company
KLA Corp.
Sector
Technology
CUSIP
482480100
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,466Q1 2024Q2 2024: 1,533Q2 2024Q3 2024: 1,547Q3 2024Q4 2024: 1,552Q4 2024Q1 2025: 1,568Q1 2025Q2 2025: 1,663Q2 2025Q3 2025: 1,736Q3 2025Q4 2025: 1,915Q4 2025Q1 2026: 2,080Q1 2026Q2 2026: 2,490Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions493$1.6B
Exits86$737.6M

All 13F filers, Q1 2026 → Q2 2026: 66,299,395 shares bought and 62,698,097 shares sold, net +3,601,298 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,490 holders

BlackRock, Inc. 0.57% Add +0.2% 126,198,653 $38.1B
Vanguard Capital Management LLC 0.55% Add +0.1% 85,323,770 $25.7B
State Street Corp. 0.56% Add +2.2% 62,892,994 $19.0B
Capital World Investors 1.63% Add +11.0% 45,318,111 $13.7B
Invesco Ltd. 1.07% Add +1.6% 44,848,852 $13.5B
FMR LLC 0.56% Reduce -2.3% 43,007,912 $13.0B
Vanguard Portfolio Management LLC 0.54% Reduce -2.2% 39,388,674 $11.9B
Alliancebernstein L.P. 3.64% Add +78.1% 7,470,622 $11.0B
Geode Capital Management, LLC 0.59% Reduce -0.7% 36,488,344 $11.0B
Capital International Investors 2.23% Add +30.3% 35,558,216 $10.7B
Primecap Management Co. 3.66% Reduce -15.8% 20,536,730 $6.2B
Goldman Sachs Group Inc. 0.64% Add +10.4% 20,065,542 $6.1B
Norges Bank 0.59% — 19,565,355 $5.9B
T. Rowe Price Associates Inc. 0.53% Add +4.6% 17,577,190 $5.3B
Morgan Stanley 0.27% Reduce -3.5% 17,114,793 $5.2B
Van Eck Associates Corp. 2.92% Add +5.3% 15,757,363 $4.8B
Northern Trust Corp. 0.54% Reduce -2.4% 15,345,419 $4.6B
Massachusetts Financial Services Co. 1.42% Reduce -10.7% 14,668,801 $4.5B
Wellington Management Group LLP 0.77% Add +2.9% 14,821,622 $4.5B
State Farm Mutual Automobile Insurance Co. 2.88% Reduce -0.5% 13,968,900 $4.2B
Bank of America Corp. 0.26% Add +2.3% 13,372,400 $4.0B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.64% Add +5.5% 11,656,605 $3.5B
Jupiter Topco LLC 1.37% — 11,157,974 $3.4B
Charles Schwab Investment Management Inc. 0.42% Add +5.5% 10,416,170 $3.1B
Legal & General Group Plc 0.63% Reduce -3.1% 10,026,567 $3.0B
Capital Research Global Investors 0.41% Reduce -0.2% 9,747,977 $2.9B
Amundi 0.68% Reduce -14.6% 9,365,854 $2.8B
Bank of New York Mellon Corp 0.41% Reduce -5.9% 8,360,447 $2.5B
Uhlmann Price Securities, LLC 88.43% Add +0.7% 7,865,552 $2.4B
Vanguard Fiduciary Trust Co. 0.50% Reduce -0.8% 7,507,104 $2.3B
Ameriprise Financial Inc. 0.44% Reduce -18.7% 7,205,987 $2.2B
Dimensional Fund Advisors LP 0.38% Reduce -2.1% 7,008,040 $2.1B
Barclays PLC 0.57% Add +8.8% 6,017,932 $1.8B
California Public Employees Retirement System 1.00% Reduce -0.9% 5,891,593 $1.8B
JPMorgan Chase & Co. 0.10% Reduce -1.9% 6,185,265 $1.7B
Swedbank AB 1.43% Reduce -13.6% 5,509,989 $1.7B
Royal Bank of Canada 0.28% Add +3.5% 5,468,585 $1.6B
Franklin Resources Inc. 0.36% Reduce -7.1% 5,409,031 $1.6B
UBS Group AG 0.26% Reduce -2.8% 5,363,252 $1.6B
First Trust Advisors LP 0.95% Reduce -5.6% 5,340,970 $1.6B
Jennison Associates LLC 0.88% Add +27.1% 4,886,998 $1.5B
Pictet Asset Management Holding SA 1.40% Reduce -32.7% 4,857,154 $1.5B
Arrowstreet Capital, Limited Partnership 0.63% Reduce -40.5% 4,712,396 $1.4B
Citigroup Inc. 0.65% Add +19.4% 4,634,055 $1.4B
Parnassus Investments, LLC 3.55% Reduce -18.2% 4,403,071 $1.3B
Rafferty Asset Management, LLC 2.98% Add +67.5% 4,339,579 $1.3B
Schroder Investment Management Group 0.90% Reduce -1.8% 4,210,450 $1.3B
Deutsche Bank AG 0.36% Reduce -12.2% 4,081,615 $1.2B
GMO 2.65% Reduce -15.6% 3,893,893 $1.2B
HSBC Holdings PLC 0.57% Add +7.0% 3,892,021 $1.2B
Victory Capital Management Inc. 0.66% Add +1.8% 3,872,736 $1.2B
Alkeon Capital Management LLC 4.37% Reduce -35.3% 3,759,150 $1.1B
Nuveen, LLC 0.27% Add +5.1% 3,728,308 $1.1B
Swiss National Bank 0.58% Reduce -4.1% 3,696,900 $1.1B
National Pension Service 0.71% No change 3,634,859 $1.1B
Wells Fargo & Company 0.18% Add +2.0% 3,495,695 $1.1B
Mitsubishi UFJ Asset Management Co., Ltd. 0.56% Add +6.8% 3,337,436 $1.0B
Acadian Asset Management LLC 1.19% Reduce -28.8% 3,331,968 $1.0B
Canada Pension Plan Investment Board 0.55% Add +102.0% 3,266,340 $985.5M
BNP Paribas Financial Markets 0.52% Add +10.3% 3,235,049 $976.0M
Healthcare of Ontario Pension Plan Trust Fund 1.37% Add +50.1% 3,176,787 $958.5M
Sumitomo Mitsui Trust Group, Inc. 0.55% Add +0.2% 3,163,994 $954.6M
Oaktop Capital Management Ii, L.P. 39.20% Reduce -1.7% 3,053,730 $921.3M
Brown Brothers Harriman & Co. 4.01% Reduce -13.4% 3,031,649 $914.7M
Polar Capital Holdings Plc 2.51% Add +7.8% 2,925,707 $882.7M
TD Asset Management Inc 0.76% Reduce -22.2% 2,903,019 $875.9M
Natixis Advisors, LLC 0.98% Add +54.3% 2,896,810 $874.0M
Vanguard Global Advisers, LLC 0.40% Reduce -1.7% 2,827,814 $853.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.82% Add +37.7% 2,693,472 $812.1M
Robeco Institutional Asset Management B.V. 0.99% Reduce -11.7% 2,680,912 $808.9M
Envestnet Asset Management Inc. 0.18% Reduce -3.8% 2,584,919 $779.9M
VANGUARD ASSET MANAGEMENT, Ltd 0.52% Add +11.8% 2,557,163 $771.5M
Citadel Advisors 0.45% Add +570.8% 2,541,076 $766.7M
Impax Asset Management Group plc 4.87% Reduce -31.8% 2,482,564 $749.0M
Rhumbline Advisers 0.56% Reduce -2.3% 2,451,630 $739.7M
Lazard Asset Management LLC 1.11% Reduce -17.0% 2,427,234 $732.3M
Truist Financial Corp. 0.82% Add +0.8% 2,258,853 $681.5M
PineStone Asset Management Inc. 4.04% Add +102.7% 2,169,700 $654.6M
Russell Investments Group, Ltd. 0.55% Add +64.9% 2,120,687 $628.2M
Manufacturers Life Insurance Company, The 0.49% Reduce -33.7% 2,038,894 $615.1M
American Century Companies Inc. 0.27% Reduce -26.2% 2,024,263 $610.7M
Bank of Montreal 0.22% Add +12.3% 2,016,482 $608.4M
Raymond James Financial Inc. 0.16% Reduce -7.9% 2,013,662 $607.5M
California State Teachers Retirement System 0.55% Reduce -1.1% 1,985,721 $599.1M
1832 Asset Management L.P. 0.73% Reduce -0.6% 1,972,872 $595.2M
Susquehanna International Group, LLP 0.52% Add +125.8% 1,955,618 $590.0M
SG Americas Securities, LLC 0.34% Add +579.7% 1,951,359 $588.7M
Allianz Asset Management GmbH 0.53% Add +16.6% 1,896,063 $572.1M
AQR Capital Management 0.20% Add +32.3% 1,946,981 $571.9M
Principal Financial Group Inc. 0.28% Reduce -4.8% 1,870,959 $564.5M
Mirae Asset Global Investments Co., Ltd. 1.05% Add +21.6% 1,829,105 $551.9M
Bessemer Group Inc. 0.75% Add +0.2% 1,806,465 $545.0M
Fiera Capital Corp 1.96% Add +207.1% 1,793,788 $541.2M
Jacobs Levy Equity Management, Inc. 1.87% Add +1809.9% 1,727,310 $521.1M
Bank Julius Baer & Co. Ltd, Zurich 1.35% Add +35.3% 1,754,288 $520.4M
Assenagon Asset Management S.A. 0.65% Add +6.8% 1,655,063 $499.3M
ProShare Advisors LLC 0.70% Reduce -22.2% 1,604,426 $484.1M
USS Investment Management Ltd 1.87% Add +15.1% 1,573,410 $474.4M
Nomura Asset Management Co. Ltd. 1.01% Reduce -23.4% 1,560,604 $470.8M
National Bank of Canada 0.41% Add +9.0% 1,539,211 $464.4M
Winslow Capital Management, LLC 1.58% Reduce -5.2% 1,524,800 $460.0M
New York State Common Retirement Fund 0.57% Reduce -6.0% 1,486,140 $448.4M
Harel Insurance Investments & Financial Services Ltd. 2.16% Add +209278.6% 1,465,650 $442.2M
Local Pensions Partnership Investment Ltd 9.25% Reduce -14.6% 1,461,570 $440.6M
DekaBank Deutsche Girozentrale 0.74% Reduce -90.0% 317,420 $437.3M
Voya Investment Management LLC 0.43% Reduce -8.8% 1,444,818 $435.9M
Jones Financial Companies LLLP 0.17% Add +42.3% 1,730,199 $430.3M
Eurizon Capital SGR S.p.A. 1.14% Reduce -30.2% 1,439,172 $426.3M
CANADA LIFE ASSURANCE Co 0.66% Add +16.4% 1,379,320 $414.9M
Public Sector Pension Investment Board 1.06% Add +81.4% 1,338,234 $403.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.61% Add +3.6% 1,300,944 $392.8M
LPL Financial LLC 0.09% Reduce -0.3% 1,284,177 $387.4M
Focus Partners Wealth 0.40% Reduce -0.1% 1,281,019 $386.5M
Mariner, LLC 0.39% Add +0.6% 1,254,871 $378.4M
Capital International, Inc. 2.67% Add +10.2% 1,253,652 $378.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.29% Add +115.0% 1,216,056 $366.9M
Caisse de depot et placement du Quebec 0.52% Add +164.9% 1,202,870 $362.9M
Alecta Tjanstepension Omsesidigt 1.51% Reduce -40.1% 1,191,000 $358.7M
Assetmark, Inc. 0.60% Reduce -1.3% 1,157,055 $349.1M
Aviva PLC 0.51% Add +0.6% 1,151,658 $347.5M
Aberdeen Group plc 0.48% Reduce -7.6% 1,143,662 $345.1M
State Board of Administration of Florida Retirement System 0.56% Reduce -2.5% 1,123,042 $338.8M
Allspring Global Investments Holdings, LLC 0.52% Add +11.6% 1,264,721 $336.7M
Danske Bank A/S 0.65% Reduce -7.6% 1,082,108 $326.5M
Nordea Investment Management AB 0.27% Reduce -27.4% 1,103,974 $326.4M
Squarepoint Ops LLC 0.63% Add +23.8% 1,062,133 $320.5M
Cerity Partners LLC 0.39% Add +5.9% 1,061,884 $320.4M
New York State Teachers Retirement System 0.58% Reduce -4.1% 1,035,810 $312.5M
Holocene Advisors, LP 0.71% New 1,030,000 $310.8M
APG Asset Management N.V. 0.76% Add +30.7% 1,169,445 $308.6M
Ensign Peak Advisors, Inc 0.50% Add +0.2% 999,205 $301.5M
Epoch Investment Partners, Inc. 1.70% Reduce -10.1% 990,556 $298.9M
NEOS Investment Management LLC 1.09% Add +8.7% 979,371 $295.5M
Tidal Investments LLC 0.71% Reduce -11.7% 974,799 $294.1M
Prudential Financial Inc. 0.31% Reduce -3.9% 954,533 $288.0M
Baillie Gifford & Co. 0.26% New 946,638 $285.6M
PFA Pension, Forsikringsaktieselskab 0.72% Reduce -1.1% 943,968 $284.8M
TCW Group Inc. 1.89% Add +65.7% 933,931 $281.8M
Korea Investment CORP 0.53% Reduce -1.4% 933,224 $281.6M
Sei Investments Co. 0.25% Add +3.1% 932,992 $281.5M
KBC Group NV 0.61% Add +51.7% 931,319 $281.0M
Storebrand Asset Management As 0.69% Reduce -2.3% 929,769 $280.5M
Railway Pension Investments Ltd 3.51% Add +6.0% 926,652 $279.6M
Man Group plc 0.51% Add +16.6% 917,383 $276.8M
Adage Capital Partners Gp, L.L.C. 0.39% Reduce -3.6% 914,840 $276.0M
FIL Ltd 0.20% Reduce -1.1% 912,215 $275.2M
Quantinno Capital Management LP 0.33% Add +6.5% 911,133 $274.9M
CIBC Bancorp USA Inc. 0.34% Reduce -9.2% 911,394 $274.8M
Treasurer of the State of North Carolina 0.71% Reduce -17.0% 909,230 $274.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.32% Reduce -10.1% 905,742 $270.4M
Handelsbanken Fonder AB 0.74% Add +7.8% 858,984 $259.2M
Brown Advisory Inc. 0.39% Reduce -12.8% 834,870 $251.9M
Capitolis Liquid Global Markets LLC 1.07% Add +36.1% 816,563 $246.4M
Federated Hermes, Inc. 0.35% Reduce -4.4% 804,150 $242.6M
Public Employees Retirement Association of Colorado 0.84% Reduce -17.0% 804,144 $242.6M
Mackenzie Financial Corp. 0.24% Reduce -5.7% 803,300 $242.4M
Jensen Investment Management Inc. 5.78% Reduce -52.3% 790,391 $238.5M
Worldquant Millennium Advisors LLC 0.82% Add +91.1% 790,337 $238.5M
Clal Insurance Enterprises Holdings Ltd 1.06% Reduce -33.1% 777,920 $234.7M
AEGON ASSET MANAGEMENT UK Plc 2.49% Reduce -4.9% 772,965 $233.2M
Loomis Sayles & Co. L P 0.29% Reduce -38.4% 769,321 $232.1M
Candriam S.C.A. 1.04% Add +0.7% 760,861 $229.3M
Cibc World Market Inc. 0.38% Add +97.6% 752,827 $227.1M
Mitsubishi UFJ Trust & Banking Corp 0.49% Reduce -9.9% 738,047 $222.7M
TrinityBridge Ltd 5.91% Reduce -27.9% 736,310 $222.0M
Royal London Asset Management Ltd. 0.40% Reduce -2.1% 717,115 $216.4M
KLP Kapitalforvaltning As 0.70% Add +3.6% 716,470 $216.2M
State of Wisconsin Investment Board 0.43% Reduce -8.3% 699,073 $210.9M
Asset Management One Co., Ltd. 0.54% Reduce -5.0% 698,179 $210.6M
Erste Asset Management GmbH 1.63% Reduce -21.0% 731,834 $209.9M
Retirement Systems of Alabama 0.62% Reduce -0.6% 679,931 $205.1M
AMF Tjanstepension AB 1.21% Add +4.7% 675,450 $203.8M
HighTower Advisors, LLC 0.20% Add +11.6% 675,427 $203.8M
Vanguard Investments Australia, Ltd. 0.50% Add +2.4% 670,740 $202.4M
Northwestern Mutual Wealth Management Co. 0.11% Reduce -3.7% 662,669 $199.9M
Findlay Park Partners LLP 2.66% Add +21.9% 653,850 $197.3M
Neuberger Berman Group LLC 0.13% Reduce -20.8% 650,951 $196.2M
SEB Asset Management AB 0.74% Reduce -17.3% 650,040 $196.1M
Toronto Dominion Bank 0.33% Add +52.8% 643,289 $194.1M
Chevy Chase Trust Holdings, LLC 0.49% Reduce -2.3% 633,008 $191.0M
Vontobel Holding Ltd. 0.62% Add +47.2% 613,159 $185.0M
Cornerstone Investment Partners, LLC 6.13% Reduce -26.8% 607,345 $183.2M
Factory Mutual Insurance Co. 1.68% Reduce -7.2% 593,895 $179.2M
Mercer Global Advisors Inc. 0.22% Reduce -8.3% 593,590 $179.1M
Oak Associates Ltd. 10.00% Reduce -3.4% 592,265 $178.7M
Stonehage Fleming Financial Services Holdings Ltd 6.01% Add +7669.6% 584,275 $176.3M
Cardano Risk Management B.V. 1.36% Reduce -17.4% 583,842 $176.2M
NewEdge Wealth, LLC 1.77% Add +3.6% 583,113 $175.9M
Nissay Asset Management Corp. /Japan 0.74% Add +21.1% 582,944 $175.9M
Altimeter Capital Management 1.77% New 578,230 $174.5M
Swiss Life Asset Management Ltd 0.73% Reduce -7.7% 574,006 $173.2M
Creative Planning 0.10% Add +1.9% 573,640 $173.1M
Bank of Nova Scotia 0.26% Reduce -8.2% 566,734 $171.0M
CIBC Asset Management Inc 0.37% Add +2.2% 566,014 $170.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.80% Reduce -1.7% 554,290 $167.2M
E Fund Management Co., Ltd. 3.72% Add +131.2% 549,478 $165.8M
US Bancorp \de 0.18% Reduce -2.6% 546,148 $164.8M
Public Employees Retirement System of Ohio 0.48% Reduce -5.7% 543,401 $163.9M
Vest Financial, LLC 1.67% Reduce -8.3% 526,414 $158.8M
Credit Agricole S A 0.40% Add +28.6% 521,044 $157.2M
Macquarie Group Ltd. 0.68% Add +25.2% 519,682 $156.8M
Guggenheim Capital LLC 1.00% Add +5.6% 514,127 $155.1M
Nykredit A/S 0.59% — 510,333 $154.0M
Dakota Wealth Management 2.93% Reduce -18.9% 507,578 $153.1M
Bahl & Gaynor LLC 0.71% Reduce -2.5% 507,284 $153.1M
Teacher Retirement System of Texas 0.40% Reduce -6.8% 499,596 $150.7M
Los Angeles Capital Management LLC 0.55% Reduce -16.9% 499,400 $150.7M
Bridges Investment Management Inc. 1.83% Add +19.4% 498,542 $150.4M
TD Waterhouse Canada Inc. 0.40% Reduce -5.8% 564,200 $150.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.92% Add +1.0% 493,144 $148.4M
Mizuho Markets Americas LLC 2.66% Add +32.0% 491,709 $148.4M
STRS Ohio 0.55% Add +73.5% 487,059 $147.0M
Nomura Holdings Inc. 0.62% Add +157.3% 482,661 $145.6M
Stifel Financial Corp. 0.12% Reduce -0.2% 476,005 $143.6M
Daiwa Securities Group Inc. 0.32% Add +11.7% 474,099 $143.0M
Walleye Capital LLC 0.74% Add +10.9% 468,562 $141.4M
Zurich Insurance Group Ltd 0.96% Add +20.8% 460,545 $139.0M
Smith Group Asset Management, LLC 5.60% Reduce -19.2% 455,561 $137.4M
State of Tennessee, Department of Treasury 0.40% Reduce -0.7% 451,194 $136.1M
Capital International Sarl 1.93% Add +34.5% 450,788 $136.0M
BI Asset Management Fondsmaeglerselskab A/S 1.07% Reduce -51.7% 447,760 $135.1M
Pacer Advisors, Inc. 0.35% Reduce -16.6% 441,800 $133.3M
ING Groep NV 0.64% Add +151.4% 433,614 $130.8M
Cetera Investment Advisers 0.12% Add +2.1% 432,819 $130.6M
Tredje AP-fonden 0.58% Reduce -6.0% 425,000 $128.2M
State of New Jersey Common Pension Fund D 0.44% Reduce -6.3% 423,830 $127.9M
Nomura Asset Management International Inc. 0.19% Reduce -17.3% 422,444 $127.5M
Quilter Plc 1.91% New 421,271 $127.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.24% Reduce -61.8% 416,292 $125.6M
Teachers Retirement System of the State of Kentucky 0.85% Reduce -4.9% 415,250 $125.3M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.74% Reduce -19.0% 411,100 $124.0M
Lansforsakringar Fondforvaltning AB (publ) 0.54% Reduce -5.1% 400,143 $120.7M
NZS Capital, LLC 3.10% Reduce -8.4% 395,646 $119.4M
Lord, Abbett & Co. LLC 0.35% Add +817.2% 386,857 $116.7M
Rockefeller Capital Management L.P. 0.18% Add +14.3% 384,270 $115.9M
Mn Services Vermogensbeheer B.V. 0.86% Reduce -25.7% 381,390 $115.1M
State of Michigan Retirement System 0.51% Reduce -2.4% 378,480 $114.2M
Captrust Financial Advisors 0.17% Reduce -6.0% 375,229 $113.2M
Fiduciary Trust Co 1.22% Reduce -5.6% 372,949 $112.5M
Xponance LLC 0.69% Reduce -1.4% 372,746 $112.5M
Czech National Bank 0.61% Add +4.2% 371,817 $112.2M
Resona Asset Management Co.,Ltd. 0.52% Reduce -8.2% 376,364 $111.8M
Boston Trust Walden Corp 0.85% Reduce -4.7% 370,140 $111.7M
Logan Capital Management Inc. 4.12% — 367,009 $110.7M
ASR Vermogensbeheer N.V. 1.14% Add +200.0% 366,830 $110.7M
Global X Japan Co., Ltd. 4.06% Add +20.4% 366,248 $110.5M
Abn Amro Investment Solutions 0.96% Reduce -17.6% 365,654 $110.3M
Vident Advisory, LLC 0.82% Reduce -2.8% 365,170 $110.2M
Crestwood Advisors Group, LLC 1.63% Reduce -10.8% 364,068 $109.8M
Arizona State Retirement System 0.55% Add +1.0% 363,713 $109.7M
Fort Washington Investment Advisors Inc. 0.55% Reduce -30.3% 363,680 $109.7M
O'shaughnessy Asset Management, LLC 0.51% Reduce -6.4% 363,574 $109.7M
Todd Asset Management LLC 1.93% Reduce -11.4% 360,565 $108.8M
Wedge Capital Management L L P 1.79% Reduce -11.8% 359,277 $108.4M
Rakuten Investment Management, Inc. 0.31% Add +22.0% 385,680 $107.4M
MetLife Investment Management, LLC 0.48% Reduce -4.3% 350,255 $105.7M
JGP Wealth Management, LLC 9.39% Reduce -8.9% 346,796 $104.6M
Triodos Investment Management BV 6.24% Reduce -31.9% 340,010 $102.4M
Cullen/Frost Bankers, Inc. 1.00% Add +6.5% 337,368 $101.8M
Eventide Asset Management, LLC 1.35% Reduce -14.4% 339,253 $100.9M
Nisa Investment Advisors, LLC 0.31% Reduce -6.0% 333,061 $100.5M
Penserra Capital Management LLC 0.77% Reduce -4.6% 330,915 $99.8M
Life Cycle Investment Partners Ltd 0.46% Add +69.6% 330,520 $99.7M
Clark Capital Management Group, Inc. 0.54% Add +5.0% 329,238 $99.3M
Bridgewater Associates 0.41% Reduce -69.8% 328,070 $99.0M
Kayne Anderson Rudnick Investment Management LLC 0.31% Add +5.8% 327,173 $98.7M
Fisher Asset Management 0.03% Add +7.6% 327,073 $98.7M
CI Investments Inc. 0.32% Reduce -29.0% 326,989 $98.7M
Corient Private Wealth LP 0.14% Reduce -20.4% 326,349 $98.5M
Temasek Holdings (Private) Ltd 0.27% No change 323,870 $97.7M
Fred Alger Management, LLC 0.32% Reduce -1.6% 317,563 $95.8M
Commonwealth Equity Services, LLC 0.12% Reduce -2.9% 312,782 $94.4M
Fifth Third Bancorp 0.15% Reduce -2.5% 311,791 $94.1M
Lazard Freres Gestion S.A.S. 1.62% Reduce -23.0% 309,186 $93.3M
Campbell Newman Asset Management Inc. 6.86% Reduce -27.2% 306,440 $92.5M
Oppenheimer Asset Management Inc. 0.95% Reduce -18.1% 302,909 $91.4M
DNB Asset Management AS 0.26% Add +4.5% 302,108 $91.1M
IFM Investors Pty Ltd 0.60% Add +8.8% 301,890 $91.1M
Prudential PLC 0.60% Reduce -9.3% 301,400 $90.9M
Raiffeisen Bank International AG 1.06% Reduce -27.2% 325,103 $90.5M
Gotham Asset Management 0.21% Reduce -5.4% 293,586 $88.6M
Aware Super Pty Ltd as trustee of Aware Super 1.25% Reduce -27.2% 293,261 $88.5M
Marshall Wace, LLP 0.07% Reduce -68.2% 291,283 $87.9M
T. Rowe Price Investment Management, Inc. 0.06% Reduce -69.3% 289,018 $87.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.42% Reduce -5.5% 288,522 $87.0M
Blair William & Co. 0.23% Reduce -10.1% 288,392 $87.0M
PNC Financial Services Group, Inc. 0.04% Add +2.3% 287,261 $86.7M
PensionDanmark Pensionsforsikringsaktieselskab 0.72% Add +10.1% 286,464 $86.4M
Banco Santander, S.A. 0.53% Add +2195.9% 284,007 $85.7M
Defiance ETFs, LLC 1.18% Reduce -7.8% 317,164 $84.4M
Amalgamated Bank 0.57% Reduce -4.6% 274,778 $82.9M
Janney Montgomery Scott LLC 0.16% Reduce -8.1% 271,609 $81.9M
GF Fund Management Co. LTD. 0.98% No change 269,481 $81.3M
Northwest & Ethical Investments L.P. 1.88% Add +1.3% 267,866 $80.8M
UniSuper Management Pty Ltd 0.42% Add +16.8% 267,151 $80.6M
Eastern Bank 1.23% Reduce -0.5% 266,082 $80.3M
Lido Advisors, LLC 0.28% Reduce -5.6% 258,939 $78.1M
Bristol Gate Capital Partners Inc. 5.42% New 258,228 $77.9M
Livforsakringsbolaget Skandia, Omsesidigt 2.49% Reduce -13.2% 257,670 $77.6M
Glenmede Trust Co. NA 0.34% Reduce -25.1% 257,210 $77.6M
Osaic Holdings, Inc. 0.09% Add +45.9% 257,132 $77.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.53% Add +1.0% 256,045 $77.3M
Clear Street Group Inc. 0.24% Add +498.7% 255,884 $77.2M
Nicholas Company, Inc. 1.36% Reduce -33.5% 245,975 $74.2M
Guinness Asset Management LTD 1.25% Reduce -24.7% 250,753 $74.0M
WASHINGTON TRUST Co 2.29% Reduce -9.2% 244,319 $73.7M
Banque Transatlantique SA 1.58% Reduce -46.7% 219,475 $73.7M
Harvest Fund Management Co., Ltd 2.43% Add +19.8% 244,082 $73.5M
Vanguard Personalized Indexing Management, LLC 0.60% Add +1.7% 242,115 $73.0M
Jia Investment Alliance Pte. LTD. 6.80% Reduce -18.2% 242,000 $73.0M
Mediolanum International Funds Ltd 0.62% Reduce -15.5% 259,646 $72.3M
Vinva Investment Management Ltd 0.48% Add +23.3% 258,098 $71.9M
LBP Am SA 0.73% Add +19.9% 235,251 $71.0M
Howard Capital Management, LLC 0.84% Add +22.6% 232,910 $70.3M
Inspire Investing, LLC 2.88% Add +4.1% 232,671 $70.2M
Blue Chip Partners, LLC 4.43% Reduce -5.9% 232,521 $70.2M
Panagora Asset Management Inc. 0.21% Add +23.3% 226,330 $68.3M
Capula Management Ltd 0.30% Add +1257.4% 225,329 $68.0M
Varma Mutual Pension Insurance Co 0.36% Reduce -28.1% 222,640 $67.2M
Baldwin Wealth Partners LLC 4.39% Reduce -16.3% 222,332 $67.1M
Baird Financial Group, Inc. 0.09% Add +8.8% 219,391 $66.2M
Marco Investment Management LLC 4.35% Reduce -6.9% 219,020 $66.1M
Federation des caisses Desjardins du Quebec 0.20% Add +1.2% 213,781 $64.5M
Pinebridge Investments LLC 0.53% Add +5.9% 213,553 $64.4M
Allworth Financial LP 0.27% Reduce -3.5% 207,372 $62.6M
Bensler, LLC 5.41% Reduce -0.7% 202,567 $61.1M
Capital International Ltd. 1.99% Add +38.4% 202,211 $61.0M
Wealthfront Advisers LLC 0.12% Add +5.7% 202,045 $61.0M
Utah Retirement Systems 0.57% Reduce -7.2% 198,605 $59.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.37% Add +8.5% 196,542 $59.3M
Police & Firemen's Retirement System of New Jersey 0.44% Reduce -3.1% 196,376 $59.2M
QRG Capital Management, Inc. 0.49% Add +99.9% 196,295 $59.2M
New York Life Investment Management LLC 0.41% No change 196,164 $59.2M
Ilmarinen Mutual Pension Insurance Co 0.40% Add +20.3% 196,011 $59.1M
IMC-Chicago, LLC 0.54% Add +227.3% 194,496 $58.7M
Bailard, Inc. 1.19% Reduce -1.2% 193,367 $58.3M
NewEdge Advisors, LLC 0.17% Reduce -2.9% 192,552 $58.1M
Renaissance Group LLC 2.35% Reduce -31.4% 191,464 $57.8M
Capital Group Private Client Services, Inc. 0.81% Reduce -8.6% 191,199 $57.7M
Fuller & Thaler Asset Management, Inc. 0.16% Add +6.2% 190,910 $57.6M
Cambridge Investment Research Advisors, Inc. 0.13% Reduce -3.1% 186,043 $56.1M
AIA Group Ltd 0.71% Add +9.8% 185,987 $56.1M
Applied Finance Capital Management, LLC 4.16% Reduce -31.4% 185,356 $55.9M
ABN AMRO Bank N.V. 0.72% Reduce -24.9% 185,698 $55.7M
Mirova 2.05% Reduce -6.4% 183,756 $55.4M
Freestone Capital Holdings, LLC 1.43% Reduce -5.9% 182,282 $55.0M
Profund Advisors LLC 1.51% Add +14.8% 181,494 $54.8M
Empowered Funds, LLC 0.29% Reduce -13.1% 181,205 $54.7M
Boston Partners 0.05% Reduce -67.9% 181,410 $54.6M
M&T Bank Corp 0.16% Add +1.8% 178,903 $54.0M
Birchview Capital, LP 25.18% Reduce -10.2% 178,471 $53.8M
Millennium Management 0.04% Reduce -29.6% 177,893 $53.7M
Ethic Inc. 0.66% Add +3.5% 176,055 $53.1M
JLB & Associates Inc. 7.09% Add +0.3% 175,739 $53.0M
Atlantic Union Bankshares Corp 0.88% Reduce -3.9% 175,110 $52.8M
Pathstone Holdings, LLC 0.15% Reduce -3.3% 168,620 $51.0M
Kepler Cheuvreux (Suisse) SA 2.84% Add +4.5% 164,740 $49.7M
&partners 0.20% Add +13.6% 163,510 $49.4M
iA Global Asset Management Inc. 0.58% Reduce -44.9% 162,340 $49.0M
Oregon Public Employees Retirement Fund 0.52% Add +7.0% 160,540 $48.4M
Capital Fund Management S.A. 0.35% Reduce -22.5% 160,266 $48.4M
MML Investors Services, LLC 0.10% Add +34.8% 157,425 $47.5M
Beese Fulmer Investment Management, Inc. 2.71% Reduce -10.6% 155,284 $46.9M
E20 Capital Ltd 3.77% New 154,980 $46.8M
Huntington National Bank 0.30% Reduce -4.3% 154,961 $46.8M
FourThought Financial Partners, LLC 3.60% Reduce -2.0% 154,342 $46.6M
Andra AP-fonden 0.53% Add +19.8% 152,920 $46.1M
Louisiana State Employees Retirement System 0.67% Reduce -1.4% 150,800 $45.5M
Zevenbergen Capital Investments LLC 1.03% No change 150,000 $45.3M
BLI - Banque de Luxembourg Investments 1.59% Reduce -2.3% 161,920 $45.2M
Shelton Capital Management 0.83% Reduce -4.2% 148,291 $44.7M
Daiichi Life Insurance Co., Ltd. 1.04% Reduce -7.6% 147,605 $44.5M
Norris Perne & French LLP 1.89% Reduce -1.3% 146,647 $44.2M
OP Asset Management Ltd 0.47% Add +9.6% 146,325 $44.1M
Lafayette Investments, Inc. 8.13% Reduce -14.1% 146,113 $44.1M
KCM Investment Advisors LLC 1.28% Reduce -4.0% 142,507 $43.0M
Wealth Enhancement Advisory Services, LLC 0.07% Reduce -84.4% 192,431 $42.9M
Argos Wealth Advisors, LLC 11.27% Reduce -5.2% 141,062 $42.6M
State of Alaska, Department of Revenue 0.42% Reduce -2.6% 141,045 $42.6M
Mutual of America Capital Management LLC 0.41% Reduce -3.0% 140,320 $42.3M
Commerce Bank 0.19% Add +3.6% 140,001 $42.2M
Rwa Wealth Partners, LLC 0.40% Add +1.1% 139,836 $42.2M
Elo Mutual Pension Insurance Co 0.54% Add +13.6% 139,483 $42.1M
Venturi Wealth Management, LLC 1.61% Reduce -1.7% 137,900 $41.6M
WINTON GROUP Ltd 1.34% Add +1596.5% 136,740 $41.3M
American National Bank & Trust 3.51% Reduce -2.4% 136,103 $41.1M
Harbor Island Capital LLC 10.92% No change 135,960 $41.0M
Arbejdsmarkedets Tillaegspension 0.88% Reduce -16.8% 134,600 $40.6M
Yousif Capital Management, LLC 0.45% Reduce -9.2% 132,526 $40.0M
Eagle Rock Investment Company, LLC 4.89% No change 130,908 $39.5M
Himension Capital (singapore) Pte. LTD. 2.42% Reduce -12.0% 130,835 $39.5M
Norinchukin Bank, The 0.38% Add +2.9% 130,098 $39.3M
Sanctuary Advisors, LLC 0.18% Reduce -1.4% 128,932 $38.9M
Avanza Fonder AB 0.82% Reduce -1.1% 125,318 $37.8M
Danica Pension, Livsforsikringsaktieselskab 0.60% Add +38.4% 125,170 $37.8M
B. Metzler seel. Sohn & Co. AG 0.33% Reduce -20.4% 125,048 $37.7M
Munich Reinsurance Co Stock Corp in Munich 0.82% Reduce -47.1% 123,978 $37.4M
Allstate Corp. 0.37% Add +1.7% 123,390 $37.2M
Simplex Trading, LLC 0.97% Add +2580.7% 123,044 $37.1M
Unio Capital LLC 7.04% Reduce -1.9% 122,766 $37.0M
CCM Investment Advisers LLC 2.85% Add +0.4% 122,060 $36.8M
Ieq Capital, LLC 0.17% Add +909.0% 121,892 $36.8M
Bryn Mawr Trust Advisors, LLC 1.59% Reduce -4.1% 120,863 $36.5M
OMERS ADMINISTRATION Corp 0.22% Add +9.1% 120,780 $36.4M
Advisory Services Network, LLC 0.41% Reduce -0.5% 119,615 $36.1M
Oak Ridge Investments LLC 2.03% Reduce -35.5% 119,027 $35.9M
Y.D. More Investments Ltd 1.10% Reduce -13.4% 117,724 $35.4M
MUFG Securities EMEA plc 0.37% Add +118.2% 117,248 $35.4M
MAI Capital Management 0.13% Add +7.5% 117,149 $35.3M
Groupe la Francaise 0.44% Reduce -44.9% 117,682 $35.3M
Scotia Capital Inc. 0.13% Reduce -1.0% 117,060 $35.3M
Patton Albertson Miller Group, LLC 3.50% Reduce -7.2% 116,643 $35.2M
Knollwood Investment Advisory, LLC 3.09% Add +0.2% 115,116 $34.7M
Cornerstone Advisors, LLC 1.14% Reduce -6.5% 115,110 $34.7M
Illinois Municipal Retirement Fund 0.39% Add +7.2% 114,790 $34.6M
Turtle Creek Wealth Advisors, LLC 1.81% Reduce -5.5% 113,647 $34.3M
Kinetic Partners Management, LP 0.81% Reduce -43.2% 113,000 $34.1M
Pinnacle Associates Ltd. 0.36% Reduce -4.0% 110,079 $33.2M
Diversified Trust Co. 0.53% Reduce -5.1% 109,953 $33.2M
Bank Hapoalim BM 2.27% Reduce -4.7% 109,630 $33.1M
Burney Co./ 0.88% Reduce -14.2% 107,927 $32.6M
Crossmark Global Holdings, Inc. 0.42% Reduce -19.3% 107,364 $32.4M
Mawer Investment Management Ltd. 0.22% Add +13.4% 106,797 $32.2M
Azzad Asset Management Inc. 2.76% Reduce -4.8% 103,229 $31.1M
Parcion Private Wealth LLC 1.73% Reduce -3.6% 103,076 $31.1M
Baker Avenue Asset Management, LP 0.59% Add +52.0% 102,969 $31.1M
Gulf International Bank (UK) Ltd 0.61% Add +1.0% 102,650 $31.0M
Needham Investment Management LLC 0.93% No change 102,500 $30.9M
First National Bank of Omaha 0.87% Reduce -1.2% 110,766 $30.9M
Mizuho Securities USA LLC 0.50% Add +29.1% 102,267 $30.9M
Avalon Trust Co 1.89% Reduce -0.8% 101,770 $30.7M
Orion Porfolio Solutions, LLC 0.23% Reduce -16.5% 100,933 $30.5M
Wilmington Savings Fund Society, FSB 0.68% Reduce -2.3% 100,812 $30.4M
SIH Partners, LLLP 1.26% New 100,003 $30.2M
Bleakley Financial Group, LLC 0.38% Reduce -1.4% 98,730 $29.8M
Investment Management Corp of Ontario 0.37% Reduce -17.1% 98,120 $29.6M
UMB Bank, n.a. 0.37% Reduce -2.0% 96,867 $29.2M
Moran Wealth Management, LLC 0.79% Reduce -7.2% 95,358 $28.8M
CENTRAL TRUST Co 0.52% Reduce -5.1% 95,244 $28.7M
Thames Capital Management LLC 2.35% New 94,720 $28.6M
Spire Wealth Management 0.84% Add +6.0% 92,834 $27.9M
Ossiam 0.37% New 91,989 $27.8M
Saudi Central Bank 0.36% Add +89.2% 91,754 $27.7M
CSM Advisors, LLC 0.59% Reduce -46.6% 91,520 $27.6M
Orange Investment Advisors, Inc. 3.34% Reduce -16.7% 91,198 $27.5M
Morse Asset Management, Inc 4.57% Reduce -0.3% 90,995 $27.5M
Marsico Capital Management LLC 0.70% Reduce -73.4% 89,319 $26.9M
Jane Street Group, LLC 0.02% Reduce -2.8% 88,496 $26.7M
Hennion & Walsh Asset Management, Inc. 0.76% Reduce -15.2% 88,483 $26.7M
HB Wealth Management, LLC 0.15% Add +2.7% 88,287 $26.6M
Canada Post Corp Registered Pension Plan 0.93% Reduce -11.0% 88,199 $26.6M
Exchange Traded Concepts, LLC 0.13% Reduce -12.7% 88,159 $26.6M
Westerkirk Capital Inc. 2.55% No change 87,780 $26.5M
Merit Financial Group, LLC 0.16% Reduce -0.9% 87,377 $26.4M
Flputnam Investment Management Co. 0.31% Reduce -1.1% 87,083 $26.3M
Carmel Capital Management L.L.C. 5.75% Reduce -27.4% 87,020 $26.3M
Two Sigma Investments, LP 0.02% Add +106.1% 86,569 $26.1M
Tower Research Capital LLC (TRC) 0.63% Add +22.4% 85,817 $25.9M
LMR Partners LLP 0.23% Add +87.7% 85,489 $25.8M
Spear Advisors LLC 8.81% Add +23.5% 85,024 $25.7M
Lombard Odier Asset Management (Switzerland) SA 0.81% Reduce -4.7% 84,570 $25.5M
Kestra Advisory Services, LLC 0.08% Add +18.3% 83,776 $25.3M
Connor, Clark & Lunn Investment Management Ltd. 0.05% New 83,471 $25.2M
Kentucky Retirement Systems 0.62% Reduce -39.6% 83,069 $25.1M
Gradient Investments LLC 0.34% Reduce -3.2% 82,075 $24.8M
Verdence Capital Advisors LLC 1.29% Reduce -18.9% 81,347 $24.5M
Steward Partners Investment Advisory, LLC 0.12% Reduce -35.2% 80,946 $24.4M
NLB Skladi, upravljanje premozenja, d.o.o. 0.92% No change 80,810 $24.4M
Park Avenue Securities LLC 0.15% Add +13.1% 80,667 $24.3M
Level Four Advisory Services, LLC 0.69% Add +0.5% 80,570 $24.3M
D. E. Shaw & Co. 0.02% Reduce -83.8% 80,221 $24.2M
Thrivent Financial for Lutherans 0.04% Add +23.7% 79,536 $24.0M
Cunning Capital Partners, LP 9.63% No change 79,050 $23.9M
Congress Asset Management Co. 0.15% New 78,629 $23.7M
Contravisory Investment Management, Inc. 4.17% Reduce -4.3% 78,226 $23.6M
Horizon Investments, LLC 0.26% Reduce -8.6% 78,191 $23.6M
OVERSEA-CHINESE BANKING Corp Ltd 0.55% Reduce -0.4% 77,120 $23.3M
Callan Family Office, LLC 0.45% Add +55.4% 77,004 $23.2M
GHP Investment Advisors, Inc. 0.84% Reduce -18.1% 75,833 $22.9M
Penobscot Investment Management Company, Inc. 1.57% Add +0.7% 75,665 $22.8M
Stanley-Laman Group, Ltd. 2.31% Reduce -2.9% 75,444 $22.8M
EP Wealth Advisors, LLC 0.09% Add +4.5% 74,937 $22.6M
Osmosis Investment Management UK Ltd 1.05% Reduce -63.1% 74,769 $22.6M
Woodline Partners LP 0.07% Add +45.6% 74,637 $22.5M
SteelPeak Wealth, LLC 0.59% Add +13.9% 74,626 $22.5M
Summit Street Capital Management, LLC 3.10% Reduce -51.1% 73,279 $22.1M
HUB Investment Partners, LLC 0.41% Add +2.8% 73,210 $22.1M
Canoe Financial LP 0.27% Add +61.5% 73,000 $22.0M
Bokf, NA 0.30% Add +0.9% 72,955 $22.0M
Community Financial Services Group, LLC 3.21% Add +2.9% 82,672 $22.0M
Covenant Asset Management, LLC 3.89% Reduce -2.7% 72,549 $21.9M
Hartford Investment Management Co. 0.62% Reduce -3.3% 72,196 $21.8M
Oppenheimer & Co. Inc. 0.23% Add +0.5% 72,076 $21.7M
Rheos Capital Works Inc. 1.24% No change 72,000 $21.7M
Jones Kertz & Associates, Inc. 9.97% Reduce -9.3% 71,685 $21.6M
Maryland State Retirement & Pension System 0.36% Add +6.9% 70,496 $21.3M
Fulton Bank, N.A. 0.65% Reduce -19.3% 70,077 $21.1M
Advisors Asset Management, Inc. 0.32% Add +27.6% 69,724 $21.0M
LGT Group Foundation 0.24% Reduce -1.1% 69,592 $21.0M
Union Bancaire Privee, UBP SA 0.23% Reduce -7.5% 45,556 $21.0M
Evexia Wealth LLC 5.67% Reduce -8.7% 114,693 $21.0M
Texas Capital Bank Wealth Management Services Inc 1.12% Reduce -37.4% 69,075 $20.8M
Security National Bank 2.48% Add +3.5% 68,998 $20.8M
Abacus FCF Advisors LLC 3.82% Reduce -22.1% 68,818 $20.8M
Teamwork Financial Advisors, LLC 1.93% Reduce -20.2% 68,668 $20.7M
Jackson Square Capital, LLC 2.88% No change 68,560 $20.7M
China Universal Asset Management Co., Ltd. 1.23% Add +1.5% 68,155 $20.6M
Amica Mutual Insurance Co. 1.69% Reduce -4.3% 67,320 $20.3M
Fortem Financial Group, LLC 4.13% Add +2.3% 67,049 $20.2M
Forvis Mazars Wealth Advisors, LLC 0.34% Reduce -6.9% 66,597 $20.1M
Pinnacle Financial Partners, Inc. 0.14% Reduce -12.0% 66,397 $20.0M
Coldstream Capital Management Inc. 0.25% Reduce -6.7% 66,153 $20.0M
LGT Fund Management Co Ltd. 0.83% Reduce -7.7% 65,956 $19.9M
Nilsine Partners, LLC 1.38% Reduce -1.6% 65,887 $19.9M
Naples Global Advisors, LLC 1.23% Reduce -2.7% 65,827 $19.9M
Brookstone Capital Management 0.20% Add +1497.9% 65,195 $19.7M
Aptus Capital Advisors, LLC 0.14% Add +4.6% 65,137 $19.7M
New Mexico Educational Retirement Board 0.49% Add +10.2% 64,800 $19.6M
Generali Asset Management SPA SGR 0.35% Reduce -8.0% 64,399 $19.4M
Sawgrass Asset Management LLC 2.56% No change 64,132 $19.3M
Robinhood Asset Management, LLC 1.03% Add +15.5% 63,981 $19.3M
Vise Technologies, Inc. 0.22% Add +95.0% 63,745 $19.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.42% Reduce -21.0% 63,613 $19.2M
PFG Investments, LLC 0.74% Add +685.7% 63,013 $19.0M
Metis Global Partners, LLC 0.43% Add +9.0% 62,196 $18.8M
United Capital Financial Advisors, LLC 0.10% Add +19.3% 62,064 $18.7M
Dividend Assets Capital, LLC 3.61% Reduce -2.9% 61,857 $18.7M
Fideuram Asset Management (Ireland) dac 0.35% Add +555.5% 58,534 $18.5M
Progressive Investment Management Corp 4.07% Reduce -1.5% 61,246 $18.5M
Simmons Bank 1.05% Reduce -1.0% 60,774 $18.3M
Cullinan Associates Inc. 1.36% Reduce -17.1% 59,643 $18.0M
Chapin Davis, Inc. 3.15% Add +4.3% 59,296 $17.9M
Natixis 0.08% Reduce -65.3% 58,974 $17.8M
Principal Securities, Inc. 0.21% Add +4.7% 58,969 $17.8M
Mirador Capital Partners LP 2.18% No change 58,960 $17.8M
Atlantic Edge Private Wealth Management, LLC 3.65% Reduce -6.9% 58,915 $17.8M
Ameritas Investment Partners, Inc. 0.47% Reduce -0.9% 58,579 $17.7M
Caprock Group, LLC 0.34% Reduce -3.8% 58,498 $17.6M
Commerzbank Aktiengesellschaft 0.35% Reduce -1.3% 58,113 $17.5M
DAVENPORT & Co LLC 0.09% Reduce -6.3% 57,748 $17.4M
AG2R La Mondiale Gestion D'actifs 0.63% Add +7.6% 57,450 $17.3M
Allen Capital Group, LLC 1.42% Reduce -8.3% 57,440 $17.3M
Hancock Whitney Corp. 0.29% Reduce -6.5% 57,172 $17.2M
Kestra Private Wealth Services, LLC 0.19% Reduce -5.5% 56,740 $17.1M
Intech Investment Management LLC 0.16% Add +13.3% 56,527 $17.1M
Faithward Advisors, LLC 2.08% New 56,415 $17.0M
NatWest Group plc 3.04% Reduce -53.2% 56,390 $17.0M
Quintet Private Bank (Europe) S.A. 1.05% Reduce -49.0% 55,972 $16.9M
Nicholas Investment Partners, LP 1.08% Add +0.2% 55,492 $16.7M
Mission Wealth Management, LP 0.21% Add +270.4% 54,926 $16.6M
Atria Investments, Inc 0.17% Reduce -22.8% 54,767 $16.5M
Laird Norton Wetherby Trust Company, LLC 0.32% Add +1.9% 54,730 $16.5M
Allianz SE 0.17% Add +5.7% 54,579 $16.5M
Sequoia Financial Advisors, LLC 0.08% Add +4.2% 54,263 $16.4M
Columbus Macro, LLC 1.59% Reduce -16.1% 54,163 $16.3M
Citizens Financial Group Inc. 0.20% Reduce -35.9% 53,754 $16.2M
Leelyn Smith, LLC 1.97% Reduce -6.8% 53,578 $16.2M
Arax Advisory Partners 0.11% Add +342.9% 53,322 $16.1M
Williams Jones Wealth Management, LLC. 0.18% Add +0.4% 53,180 $16.0M
Kendall Capital Management 2.67% Reduce -6.7% 53,138 $16.0M
McKinney Capital Management, LLC 6.30% Add +16.9% 52,980 $16.0M
Howe & Rusling Inc. 0.92% Add +1.7% 52,573 $15.9M
Tokio Marine Asset Management Co. Ltd. 0.49% Reduce -0.6% 52,440 $15.8M
Vestcor Inc 0.39% Reduce -1.4% 52,315 $15.8M
Siemens Fonds Invest GmbH 0.77% Reduce -1.6% 52,175 $15.7M
Triglav Investments, D.O.O. 0.83% Reduce -11.8% 52,100 $15.7M
MinichMacGregor Wealth Management, LLC 2.35% Reduce -31.1% 51,332 $15.5M
Perigon Wealth Management, LLC 0.24% Add +4.8% 51,053 $15.4M
Eagle Bluffs Wealth Management LLC 5.13% Add +0.1% 50,908 $15.4M
Fifth Third Wealth Advisors LLC 0.42% Add +6.8% 50,333 $15.2M
Apollon Wealth Management, LLC 0.18% Add +26.2% 50,216 $15.2M
Brighton Jones LLC 0.28% Reduce -8.1% 49,814 $15.0M
Genus Capital Management Inc. 1.48% Reduce -23.9% 49,670 $15.0M
Keybank National Association 0.05% Add +3.1% 49,502 $14.9M
Ritholtz Wealth Management 0.22% Add +11.4% 49,335 $14.9M
BNC Wealth Management, LLC 3.57% Add +1.1% 48,970 $14.8M
Old Second National Bank of Aurora 2.75% Reduce -11.7% 48,348 $14.6M
Summit Trail Advisors, LLC 0.18% Reduce -2.4% 48,097 $14.5M
Empirical Finance, LLC 0.60% Add +3.2% 48,063 $14.5M
KADENSA CAPITAL Ltd 3.09% New 47,968 $14.5M
Havemeyer Place LP 1.42% New 47,609 $14.4M
Shufro Rose & Co. LLC 0.82% Reduce -1.6% 47,286 $14.3M
Groupama Asset Managment 0.18% Add +6.8% 50,760 $14.2M
Strategic Financial Services, Inc. 0.62% Reduce -4.4% 47,035 $14.2M
Gateway Investment Advisers LLC 0.14% Add +16.7% 46,946 $14.2M
E. Ohman J:or Asset Management AB 0.32% Reduce -5.2% 45,860 $13.8M
Benjamin Edwards Inc. 0.13% Reduce -0.2% 45,444 $13.7M
Choreo, LLC 0.15% Reduce -7.4% 45,351 $13.7M
Great Lakes Retirement, Inc. 1.21% Reduce -2.8% 45,099 $13.6M
KP Management LLC 2.84% Reduce -14.3% 45,000 $13.6M
Ironwood Investment Counsel, LLC 1.78% Reduce -8.7% 44,974 $13.6M
Evolve Private Wealth, LLC 0.83% Reduce -6.2% 44,949 $13.6M
Nations Financial Group Inc, /Ia/ 0.64% Reduce -26.3% 44,202 $13.3M
Capital Group Investment Management Pte. LTD. 2.01% Add +36.4% 44,190 $13.3M
Shoker Investment Counsel, Inc. 3.35% Reduce -22.9% 44,168 $13.3M
Harbor Capital Advisors, Inc. 0.91% Add +0.2% 44,033 $13.3M
Advisors Capital Management, LLC 0.14% Reduce -0.8% 43,962 $13.3M
Gibraltar Capital Management, Inc. 2.04% Reduce -1.6% 43,735 $13.2M
Intellectus Partners, LLC 2.27% No change 43,470 $13.1M
Gunderson Capital Management LLC 3.54% New 43,460 $13.1M
Farther Finance Advisors, LLC 0.10% Reduce -10.2% 43,280 $13.0M
Zhang Financial LLC 0.38% Reduce -0.3% 42,890 $12.9M
Meeder Advisory Services, Inc. 0.47% Reduce -0.8% 42,701 $12.9M
Independent Advisor Alliance 0.30% Add +1.3% 42,697 $12.9M
Decatur Capital Management, Inc. 4.37% Reduce -33.8% 42,670 $12.9M
HWG Holdings LP 2.90% Add +14.6% 42,467 $12.8M
WCM Investment Management, LLC 0.02% Reduce -6.4% 45,957 $12.8M
AE Wealth Management LLC 0.06% Reduce -41.9% 42,234 $12.7M
Savant Capital, LLC 0.04% Add +124.7% 54,155 $12.7M
Argonautica Private Wealth Management, Inc. 3.09% No change 42,000 $12.7M
PKO Investment Management Joint-Stock Co 0.92% Reduce -6.7% 42,000 $12.7M
Northwestern Mutual Investment Management Company, LLC 0.15% Reduce -0.1% 41,881 $12.6M
Titan Wealth (CI) Ltd 4.68% Reduce -25.1% 41,783 $12.6M
Kessler Investment Group, LLC 5.36% New 41,629 $12.6M
Picton Mahoney Asset Management 0.12% Add +1330.4% 41,624 $12.6M
Fidelis Capital Partners, LLC 0.72% Add +0.9% 41,598 $12.6M
Childress Capital Advisors, LLC 2.04% Reduce -1.5% 41,338 $12.5M
Westpac Banking Corp. 0.76% Reduce -56.5% 41,101 $12.4M
Hills Bank & Trust Co 0.53% Add +0.4% 41,043 $12.4M
Linden Thomas Advisory Services, LLC 0.99% Add +0.8% 40,772 $12.3M
Private Advisor Group, LLC 0.06% Add +27.1% 40,763 $12.3M
Procyon Advisors, LLC 0.53% Add +13.3% 40,572 $12.2M
Optiver Holding B.V. 0.17% New 40,432 $12.2M
Plato Investment Management Ltd 0.69% Reduce -24.5% 40,481 $12.1M
Benchmark Investment Advisors LLC 5.27% No change 39,806 $12.0M
King Luther Capital Management Corp. 0.05% Add +62.3% 39,660 $12.0M
Wedbush Securities Inc. 0.31% Reduce -0.6% 39,608 $11.9M
Ascent Group, LLC 0.36% Add +3.4% 39,532 $11.9M
Spirepoint Private Client, LLC 0.97% Add +6.8% 39,513 $11.9M
PFG Advisors 0.60% Reduce -13.8% 39,439 $11.9M
Vista Investment Partners LLC 3.00% Reduce -36.9% 39,472 $11.9M
Mufg Securities Americas Inc. 0.61% Add +8.5% 39,343 $11.9M
Cresset Asset Management, LLC 0.04% Reduce -11.3% 39,315 $11.9M
Keebeck Wealth Management 1.16% Reduce -18.0% 39,305 $11.9M
Hamilton Capital Partners Inc. 0.34% Reduce -4.2% 39,040 $11.8M
Insight Wealth Strategies, LLC 1.15% Reduce -15.5% 44,075 $11.7M
Greenleaf Trust 0.11% Reduce -1.4% 38,799 $11.7M
Davidson Capital Management Inc. 1.87% Reduce -0.3% 38,698 $11.7M
North Dakota State Investment Board 0.47% Add +1.1% 38,571 $11.6M
D.A. Davidson & Co. 0.06% Reduce -3.1% 38,552 $11.6M
Strategic Global Advisors, LLC 1.63% Reduce -50.0% 37,890 $11.4M
Castlefield Investment Partners LLP 7.69% Add +3.0% 37,520 $11.3M
GAMMA Investing LLC 0.42% Add +5.9% 37,363 $11.3M
Oak Harvest Investment Services 1.05% Add +2.7% 37,338 $11.3M
Prospera Financial Services Inc 0.16% Reduce -31.2% 37,006 $11.2M
Torray Investment Partners LLC 1.65% Reduce -16.3% 36,890 $11.1M
Camarda Financial Advisors, LLC 3.35% Add +51.1% 36,714 $11.1M
Lowe Brockenbrough & Co. Inc. 0.49% Reduce -16.1% 36,580 $11.0M
Ascent Wealth Partners, LLC 1.10% Add +2.1% 36,361 $11.0M
Longbow Finance SA 1.40% Reduce -57.6% 36,326 $11.0M
Mgo One Seven LLC 0.18% Reduce -4.1% 36,028 $10.9M
Artemis Wealth Advisors, LLC 1.30% No change 36,000 $10.9M
Valley National Advisers Inc. 1.21% Reduce -1.9% 35,973 $10.9M
KKM Financial LLC 1.48% Add +17.3% 59,145 $10.8M
Caitong International Asset Management Co., Ltd 1.48% Add +97.7% 35,661 $10.8M
Balyasny Asset Management L.P. 0.02% Add +5.1% 35,558 $10.7M
Cabot Wealth Management Inc. 1.09% New 35,503 $10.7M
Goelzer Investment Management, Inc. 0.47% Reduce -9.6% 35,384 $10.7M
Navis Wealth Advisors, LLC 4.04% Reduce -22.1% 35,310 $10.7M
Palisade Asset Management, LLC 0.97% Reduce -0.5% 34,980 $10.6M
Trilogy Capital Inc. 0.41% Reduce -15.7% 34,972 $10.6M
Kentucky Retirement Systems Insurance Trust Fund 0.62% Reduce -1.6% 34,472 $10.4M
Baader Bank Aktiengesellschaft 0.85% Add +294.4% 34,470 $10.4M
Bank of Stockton 2.92% Reduce -3.3% 34,447 $10.4M
Sterling Capital Management LLC 0.18% Add +5.3% 34,376 $10.4M
Tema ETFs LLC 0.33% Reduce -1.5% 34,089 $10.3M
First Manhattan Co. Llc. 0.03% Reduce -22.9% 33,810 $10.2M
Elite Wealth Management, Inc. 2.99% Add +6.5% 33,489 $10.1M
Argent Trust Co 0.29% Reduce -16.2% 33,453 $10.1M
Peak Planning Group, LLC 2.28% No change 33,422 $10.1M
Tilia Fiduciary Partners, Inc. 4.77% Reduce -0.7% 33,355 $10.1M
Wealthspire Advisors, LLC 0.06% Add +802.5% 33,303 $10.0M
Diversify Advisory Services, LLC 0.17% Add +222.2% 49,397 $10.0M
Diversify Wealth Management, LLC 0.17% Add +7.6% 49,397 $10.0M
Taylor Hoffman Capital Management LLC 2.42% Add +2.4% 33,040 $10.0M
Guinness Atkinson Asset Management Inc 4.46% Reduce -20.2% 33,005 $10.0M
Ayrshire Capital Management LLC 4.64% Reduce -26.6% 32,816 $9.9M
Stratos Wealth Partners, LTD. 0.10% Add +11.9% 32,489 $9.8M
Twin Capital Management Inc. 1.06% Reduce -31.6% 32,329 $9.8M
Kingsview Wealth Management, LLC 0.12% Reduce -8.9% 32,203 $9.7M
Kenora Financial, LLC 3.00% Reduce -3.9% 32,166 $9.7M
BDF-Gestion 1.30% Reduce -10.1% 33,380 $9.7M
American Trust 0.74% Reduce -21.9% 32,032 $9.7M
Bogart Wealth, LLC 0.33% Reduce -33.6% 31,849 $9.6M
Mather Group, Llc. 0.08% Reduce -3.5% 31,606 $9.5M
Butensky & Cohen Financial Security, Inc. 2.36% Reduce -29.9% 31,561 $9.5M
Sigma Investment Counselors Inc. 0.46% Reduce -8.9% 31,475 $9.5M
Equitable Trust Co. 0.40% Reduce -1.7% 31,391 $9.5M
United Bank 1.11% Reduce -3.9% 31,330 $9.5M
Broadleaf Partners, LLC 1.83% New 31,302 $9.4M
Triasima Portfolio Management inc. 1.28% No change 31,300 $9.4M
Pinnacle Wealth Management Advisory Group, LLC 0.56% Add +2.0% 31,249 $9.4M
Meridian Wealth Management, LLC 0.29% Reduce -67.2% 30,990 $9.4M
Concurrent Investment Advisors, LLC 0.08% Add +4.8% 30,725 $9.3M
Wahed Invest LLC 0.97% Reduce -7.8% 30,724 $9.3M
Geneva Partners, LLC 2.47% Reduce -28.0% 30,697 $9.3M
Berkshire Capital Holdings Inc. 2.00% Add +30560.0% 30,660 $9.3M
Aristotle Atlantic Partners, LLC 0.38% Reduce -22.3% 30,371 $9.2M
Chico Wealth RIA 4.77% No change 30,346 $9.2M
Praxis Investment Management Inc. 0.48% No change 30,300 $9.1M
Central Bank & Trust Co. 1.29% Add +11.7% 30,096 $9.1M
Formuepleje A/S 0.71% Add +22.6% 30,062 $9.1M
Dymon Asia Capital (singapore) Pte. LTD. 1.46% New 30,000 $9.1M
Viking Fund Management LLC 0.81% No change 30,000 $9.1M
Dana Investment Advisors, Inc. 0.24% Reduce -4.8% 29,995 $9.0M
GAM Holding AG 0.69% Add +21.2% 29,953 $9.0M
Great Diamond Partners, LLC 1.55% Reduce -0.8% 29,927 $9.0M
VestGen Advisors, LLC 0.26% Reduce -15.2% 29,520 $8.9M
Quadrant Capital Group LLC 0.24% Add +0.7% 29,048 $8.8M
MidFirst Bank 0.62% Add +0.2% 28,900 $8.7M
Tudor Investment Corporation 0.04% New 28,806 $8.7M
Rexford Capital Inc. 5.31% Reduce -0.3% 28,730 $8.7M
Capstone Wealth Management Group, LLC 3.06% Add +10.5% 28,686 $8.7M
Promethos Capital, LLC 2.34% Reduce -48.6% 28,570 $8.6M
Conning Inc. 0.27% Reduce -23.8% 28,510 $8.6M
Peddock Capital Advisors, LLC 1.71% Reduce -0.4% 28,457 $8.6M
BNP Paribas 0.23% Reduce -23.1% 28,346 $8.6M
Sienna Gestion 0.50% Reduce -55.3% 30,350 $8.5M
Summit Financial, LLC 0.09% Reduce -7.4% 28,281 $8.5M
Union Heritage Capital, LLC 2.88% No change 28,200 $8.5M
MASTERINVEST Kapitalanlage GmbH 0.73% Add +4.7% 28,159 $8.5M
TD Private Client Wealth LLC 0.16% Add +33.5% 28,122 $8.5M
Silvercrest Asset Management Group LLC 0.06% Reduce -4.0% 28,040 $8.5M
Westover Capital Advisors, LLC 1.39% Reduce -3.3% 27,770 $8.4M
Global Retirement Partners, LLC 0.13% — 27,734 $8.4M
Albert D Mason Inc. 4.73% Reduce -21.3% 27,609 $8.3M
Foster & Motley Inc. 0.38% Reduce -3.3% 27,582 $8.3M
ODonnell Financial Services, LLC 2.44% Reduce -3.5% 27,430 $8.3M
Connable Office Inc. 0.73% Reduce -25.7% 27,374 $8.3M
Parallel Advisors, LLC 0.13% Reduce -1.0% 27,225 $8.2M
Monetary Management Group Inc. 1.67% Reduce -0.6% 26,980 $8.1M
Iyo Bank, Ltd. 2.47% No change 26,950 $8.1M
Great Lakes Advisors, LLC 0.06% Reduce -1.3% 26,712 $8.1M
Vista Investment Partners Ii, LLC 3.15% Reduce -34.5% 26,596 $8.0M
Duncker Streett & Co. Inc. 1.35% Add +7.3% 26,405 $8.0M
OneDigital Investment Advisors LLC 0.07% Reduce -2.3% 26,252 $7.9M
Claro Advisors Inc. 0.83% Add +0.2% 26,073 $7.9M
CoreCap Advisors, LLC 0.23% Reduce -6.0% 25,940 $7.8M
Horizon Investment Services, LLC 2.17% Reduce -1.8% 25,896 $7.8M
Jacobi Capital Management LLC 0.38% Reduce -3.2% 25,768 $7.8M
CX Institutional 0.22% Reduce -2.9% 25,728 $7.8M
Dynamic Advisor Solutions LLC 0.22% Reduce -17.4% 25,682 $7.7M
Cornerstone Select Advisors, LLC 3.25% Add +8.4% 25,598 $7.7M
Rockline Wealth Management, LLC 1.47% Add +9.8% 25,491 $7.7M
Sompo Asset Management Co., Ltd. 1.25% Add +1.1% 25,340 $7.6M
Meeder Asset Management Inc. 0.39% Add +67.1% 25,329 $7.6M
Alight Capital Management LP 1.23% Reduce -58.3% 25,000 $7.5M
Sculptor Capital LP 0.12% New 25,000 $7.5M
Bragg Financial Advisors, Inc 0.20% Add +884.2% 24,606 $7.4M
Bridgewater Advisors Inc. 0.40% Add +3.1% 40,711 $7.4M
Elevation Point Wealth Partners, LLC 0.14% Reduce -9.5% 24,558 $7.4M
Alcosta Capital Management, Inc. 5.00% Reduce -5.7% 24,490 $7.4M
Securian Asset Management, Inc. 0.27% Reduce -2.8% 34,730 $7.4M
Johnson Investment Counsel Inc. 0.05% Reduce -7.7% 24,484 $7.4M
Signaturefd, LLC 0.10% Add +5.7% 24,452 $7.4M
Apriem Advisors 0.62% Add +0.1% 23,912 $7.2M
CGN Advisors LLC 0.52% Reduce -13.5% 23,812 $7.2M
Confluence Wealth Services, Inc. 0.21% Add +10.3% 23,772 $7.2M
Thoroughbred Financial Services, LLC 0.34% Reduce -0.3% 23,763 $7.2M
Frec Markets, Inc. 0.64% Add +68.5% 23,618 $7.1M
GLOBALT Investments LLC / GA 0.24% Reduce -2.8% 23,480 $7.1M
Paragon Private Wealth Management, LLC 1.85% Add +1.8% 23,428 $7.1M
Navellier & Associates Inc. 0.56% Add +7.2% 23,290 $7.0M
Sowell Financial Services LLC 0.23% Reduce -15.7% 23,257 $7.0M
Acumen Wealth Advisors, LLC 1.49% Add +8.5% 23,250 $7.0M
Institute for Wealth Management, LLC. 0.62% Add +0.7% 23,230 $7.0M
Kane Investment Management, Inc. 2.96% Reduce -0.5% 23,021 $6.9M
Catalyst Funds Management Pty Ltd 0.39% New 22,746 $6.9M
Holderness Investments Co. 1.12% Reduce -1.1% 22,310 $6.7M
Conscious Wealth Investments, LLC 3.44% Reduce -0.3% 30,815 $6.7M
Legacy Trust 1.18% No change 22,160 $6.7M
Compound Planning, Inc. 0.17% Reduce -1.2% 22,104 $6.7M
Syon Capital LLC 0.29% Add +1.7% 22,019 $6.6M
Metatron Capital SICAV plc - Metatron Long Term Equity Fund 3.25% — 22,000 $6.6M
Harfst & Associates, Inc. 1.03% Reduce -2.4% 21,981 $6.6M
Arkadios Wealth Advisors 0.10% Add +1.1% 21,922 $6.6M
Axecap Investments, LLC 3.65% Reduce -52.1% 21,883 $6.6M
Leisure Capital Management 2.06% Reduce -1.6% 21,875 $6.6M
New Vernon Capital Holdings II LLC 3.62% New 21,760 $6.6M
ICICI Prudential Asset Management Co Ltd 0.71% Reduce -0.5% 21,602 $6.5M
Johnson Financial Group, Inc. 0.21% Reduce -3.4% 21,530 $6.5M
McLaughlin Asset Management, Inc. 4.48% Add +17.3% 21,461 $6.5M
RMR Wealth Builders 0.40% Add +37.1% 21,318 $6.4M
Strategic Investment Advisors / MI 0.39% Reduce -4.9% 21,156 $6.4M
Value Partners Investments Inc. 0.44% Add +111.4% 21,121 $6.4M
Ballentine Partners, LLC 0.08% Add +1.9% 21,033 $6.3M
Atlas Capital Advisors Inc. 0.69% Reduce -10.6% 20,980 $6.3M
Clearstead Advisors, LLC 0.06% Add +41.8% 20,830 $6.3M
Sumitomo Life Insurance Co. 0.10% Reduce -14.3% 20,787 $6.3M
Phoenix Financial Ltd. 0.04% Reduce -1.2% 20,782 $6.3M
Optimize Financial Inc. 2.25% Reduce -0.3% 20,768 $6.3M
Sound Capital Solutions LLC 1.47% — 20,768 $6.3M
AlphaCore Capital LLC 0.11% Add +109.5% 20,654 $6.2M
Colton Groome Financial Advisors, LLC 1.50% Reduce -1.1% 20,503 $6.2M
Boomfish Wealth Group, LLC 2.80% Reduce -27.7% 20,373 $6.1M
River Street Advisors LLC 1.81% Reduce -2.5% 20,336 $6.1M
Silver Oak Securities, Incorporated 0.37% Add +4.3% 20,269 $6.1M
Snowden Capital Advisors LLC 0.14% Add +19.6% 20,241 $6.1M
Cambria Investment Management, L.P. 0.30% Add +420.1% 20,230 $6.1M
Legacy Capital Wealth Management, LLC 2.83% Reduce -15.1% 20,148 $6.1M
Trivium Point Advisory, LLC 0.55% Add +11.9% 20,106 $6.1M
Boltwood Capital Management 1.39% Reduce -1.0% 20,100 $6.1M
Telligent Fund, LP 4.45% Add +11.1% 20,000 $6.0M
SFE Investment Counsel 0.83% No change 20,000 $6.0M
Horizon Kinetics Asset Management LLC 0.07% Reduce -8.0% 19,855 $6.0M
Jackson Wealth Management, LLC 3.52% Reduce -90.7% 19,840 $6.0M
Fjell Capital, LLC 4.08% Reduce -4.4% 19,822 $6.0M
Ostrum Asset Management 0.29% Reduce -6.6% 19,775 $6.0M
Sagespring Wealth Partners, LLC 0.09% Reduce -2.6% 19,705 $5.9M
Rothschild Investment LLC 0.22% Reduce -3.8% 19,583 $5.9M
Sagewood Asset Management LP 1.33% Reduce -10.9% 19,557 $5.9M
Americana Partners, LLC 0.13% New 19,378 $5.8M
Intesa Sanpaolo S.p.A. 0.21% Reduce -58.8% 19,917 $5.8M
Aft, Forsyth & Sober, LLC 1.82% Reduce -90.0% 3,950 $5.8M
Marex Group Ltd 0.04% Reduce -96.2% 19,200 $5.8M
Woodbridge Co Ltd 0.02% No change 19,060 $5.8M
Churchill Financial Advisors, LLC 1.11% Reduce -0.2% 19,050 $5.7M
Silvant Capital Management LLC 0.17% Add +14.8% 18,795 $5.7M
Cerro Pacific Wealth Advisors LLC 1.28% Reduce -3.9% 18,787 $5.7M
Quest Investment Management LLC 0.66% New 18,776 $5.7M
CPC Advisors, LLC 0.76% Add +5.6% 18,752 $5.7M
Alta Wealth Advisors LLC 1.53% Reduce -1.1% 18,734 $5.7M
Evergreen Capital Management LLC 0.10% Reduce -1.2% 18,710 $5.6M
Highland Capital Management, LLC 0.26% Reduce -8.0% 18,625 $5.6M
Mutual Advisors, LLC 0.11% Reduce -18.5% 18,560 $5.6M
Petros Family Wealth, LLC 3.42% Reduce -17.6% 18,534 $5.6M
Great Valley Advisor Group, Inc. 0.09% Reduce -0.3% 18,471 $5.6M
Belpointe Asset Management LLC 0.18% Reduce -51.1% 18,443 $5.6M
Cape Cod Five Cents Savings Bank 0.45% — 18,413 $5.6M
Charis Legacy Partners, LLC 6.82% No change 18,380 $5.5M
Integrated Wealth Concepts LLC 0.04% Add +10.6% 18,379 $5.5M
JFS Wealth Advisors, LLC 0.28% Reduce -37.9% 18,340 $5.5M
Howard Hughes Medical Institute 1.24% No change 18,250 $5.5M
Haven Private, LLC 2.09% Reduce -0.3% 18,229 $5.5M
Liontrust Investment Partners LLP 0.08% Reduce -67.8% 18,213 $5.5M
Ifrah Financial Services, Inc. 1.34% Reduce -1.4% 18,170 $5.5M
Atlatl Advisers LLC 1.30% New 18,120 $5.5M
3Chopt Investment Partners, LLC 1.03% Reduce -0.8% 18,113 $5.5M
E&G Advisors, LLC 1.05% No change 17,990 $5.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.08% Add +7.2% 17,941 $5.4M
CWA Asset Management Group, LLC 0.17% Add +109.3% 17,920 $5.4M
CreativeOne Wealth, LLC 0.12% Add +28.9% 17,914 $5.4M
Waverly Advisors, LLC 0.03% Add +32.6% 17,677 $5.3M
L & S Advisors Inc 0.55% Reduce -28.3% 17,637 $5.3M
Aviance Capital Partners, LLC 0.55% No change 17,620 $5.3M
J.W. Cole Advisors, Inc. 0.09% New 17,616 $5.3M
Cohen Capital Management, Inc. 0.72% No change 17,550 $5.3M
SeaCrest Wealth Management, LLC 0.59% Reduce -4.4% 17,540 $5.3M
Avestar Capital, LLC 0.31% Add +2.8% 17,500 $5.3M
Fairvoy Private Wealth, LLC 1.07% Reduce -4.7% 17,468 $5.3M
Marvin & Palmer Associates Inc. 3.31% New 17,430 $5.3M
Patton Fund Management, Inc. 1.13% Reduce -32.5% 17,325 $5.2M
Aaron Wealth Advisors LLC 0.27% Reduce -2.6% 17,305 $5.2M
Journey Advisory Group, LLC 0.40% Add +2.6% 17,290 $5.2M
Cypress Asset Management Inc. 1.01% Reduce -1.7% 17,250 $5.2M
First Financial Bankshares Inc 0.10% Reduce -7.9% 17,210 $5.2M
Tealwood Asset Management Inc. 1.98% Reduce -0.3% 17,106 $5.2M
Fort Point Capital Partners LLC 0.54% Add +0.2% 16,887 $5.1M
GLR Partners, LLC 2.37% Reduce -1.5% 16,869 $5.1M
Ashton Thomas Private Wealth, LLC 0.11% Add +18.3% 16,831 $5.1M
Greykasell Wealth Strategies, Inc. 1.84% Reduce -1.9% 16,829 $5.1M
Pathway Financial Advisers, LLC 1.28% Add +0.6% 16,807 $5.1M
Ofi Invest Asset Management 0.05% Reduce -91.7% 18,780 $5.1M
Trust Co. of Toledo NA 0.42% Add +3.5% 16,775 $5.1M
Whittier Trust Co. of Nevada Inc. 0.09% Reduce -4.0% 23,373 $5.1M
Savvy Advisors, Inc. 0.11% Add +15.3% 16,719 $5.0M
Dynasty Wealth Management, LLC 0.04% Reduce -6.5% 16,673 $5.0M
Checchi Capital Advisers, LLC 0.32% Add +0.3% 16,655 $5.0M
Whittier Trust Co. 0.05% Reduce -9.7% 21,480 $5.0M
Chatterton & Associates Inc. 2.95% Reduce -0.6% 21,810 $5.0M
Whelan Financial 1.36% Add +1.3% 16,585 $5.0M
Persistent Asset Partners Ltd 1.57% New 16,442 $5.0M
Stiles Financial Services Inc 1.24% Reduce -8.0% 16,398 $4.9M
Seascape Capital Management 1.18% New 16,381 $4.9M
Calamos Wealth Management LLC 0.15% Reduce -19.0% 16,221 $4.9M
Itau Unibanco Holding S.A. 0.10% New 16,200 $4.9M
Edmond DE Rothschild Holding S.A. 0.06% Add +31.2% 16,129 $4.9M
Qtron Investments LLC 0.65% Reduce -21.1% 16,120 $4.9M
Hartford Financial Management Inc. 1.08% Reduce -35.2% 16,080 $4.9M
Prime Capital Investment Advisors, LLC 0.05% Add +29.6% 16,015 $4.8M
Mitsubishi UFJ Asset Management (UK) Ltd. 2.24% Reduce -38.5% 16,000 $4.8M
Optimist Retirement Group LLC 1.86% Reduce -1.4% 15,985 $4.8M
Private Trust Co. NA 0.38% Add +19.3% 15,942 $4.8M
Morningstar Investment Management LLC 0.30% Reduce -90.0% 3,259 $4.8M
Cookson Peirce & Co. Inc. 0.16% Add +3.7% 15,892 $4.8M
44 Wealth Management LLC 1.58% Reduce -7.9% 15,843 $4.8M
Curi Capital, LLC 0.07% Reduce -22.2% 15,762 $4.8M
Seeds Investor LLC 0.48% Add +227.3% 15,612 $4.7M
Mitchell McLeod Pugh & Williams Inc. 0.58% Reduce -0.9% 15,605 $4.7M
Wedmont Private Capital 0.13% Add +3.6% 20,136 $4.7M
Flow Traders U.S. LLC 0.19% New 15,358 $4.6M
Beacon Pointe Advisors, LLC 0.02% Reduce -73.3% 15,321 $4.6M
Norway Savings Bank 1.92% Reduce -6.2% 15,210 $4.6M
Monument Capital Management 0.92% Add +564.1% 15,207 $4.6M
Envestnet Portfolio Solutions, Inc. 0.02% Add +29.5% 14,948 $4.5M
Employees Retirement System of Texas 0.04% Reduce -68.2% 14,940 $4.5M
Riverview Trust Co 5.36% No change 14,900 $4.5M
EverSource Wealth Advisors, LLC 0.15% Reduce -17.0% 14,876 $4.5M
Ameritas Advisory Services, LLC 0.09% Reduce -31.2% 14,873 $4.5M
Tectonic Advisors LLC 0.21% Reduce -25.9% 14,789 $4.5M
IFP Advisors, Inc 0.08% Reduce -14.7% 14,775 $4.5M
Harbor Investment Advisory, LLC 0.31% Add +6.6% 14,770 $4.5M
Walter Public Investments Inc. 1.07% Reduce -69.3% 14,707 $4.4M
Meiji Yasuda Asset Management Co Ltd. 0.20% Reduce -34.0% 14,621 $4.4M
Mechanics Bank Trust Department 0.55% Add +1.5% 14,620 $4.4M
Sfmg, LLC 0.27% Add +0.5% 14,580 $4.4M
Platinum Investment Management Ltd. 1.08% No change 14,580 $4.4M
Trust Asset Management LLC 0.27% Reduce -2.1% 14,580 $4.4M
Norden Group LLC 0.36% Add +16.4% 14,532 $4.4M
Eley Financial Management, Inc 1.42% Reduce -21.9% 14,523 $4.4M
Vestmark Advisory Solutions, Inc. 0.04% Add +2.1% 14,513 $4.4M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% Reduce -2.9% 14,477 $4.4M
Taylor Frigon Capital Management LLC 2.04% Reduce -1.0% 14,437 $4.4M
111 Capital 0.74% Add +9.6% 14,374 $4.3M
IHT Wealth Management, LLC 0.09% Reduce -10.8% 14,152 $4.3M
SBI Securities Co., Ltd. 0.10% Add +3.9% 13,896 $4.2M
Allen Investment Management, LLC 0.05% No change 13,860 $4.2M
Chatham Capital Group, Inc. 0.53% New 13,825 $4.2M
71 West Capital Partners 0.14% Add +45.6% 13,727 $4.1M
LMCG Investments, LLC 0.22% New 13,694 $4.1M
Dover Advisors, LLC 1.68% Reduce -89.9% 3,384 $4.1M
Heritage Wealth Management, Inc. 1.02% New 13,569 $4.1M
Hilltop National Bank 0.87% Reduce -0.7% 13,550 $4.1M
Moors & Cabot, Inc. 0.16% Reduce -12.9% 13,532 $4.1M
Marshall Financial Group, LLC 0.59% Reduce -12.0% 13,449 $4.1M
Hager Investment Management Services, LLC 1.85% Add +9443.6% 13,361 $4.0M
Highview Capital Management LLC 1.16% Add +3.8% 13,359 $4.0M
Capstone Capital Management Ltd 1.80% New 13,302 $4.0M
Miller Capital Partners, Inc. 1.57% No change 13,280 $4.0M
NorthRock Partners, LLC 0.06% Add +3.5% 13,232 $4.0M
Truvestments Capital LLC 0.59% Add +9.1% 13,207 $4.0M
Frank, Rimerman Advisors LLC 0.23% Add +0.5% 13,200 $4.0M
Costello Asset Management, INC 1.19% Add +558.0% 13,160 $4.0M
Ramirez Asset Management, Inc. 0.41% No change 13,080 $3.9M
Cypress Point Wealth Management, LLC 0.80% Add +414.8% 12,974 $3.9M
Midwest Trust Co 0.04% Add +0.2% 12,830 $3.9M
IPG Investment Advisors LLC 0.55% New 12,770 $3.9M
Hel Ved Capital Management Ltd 0.54% New 12,720 $3.8M
Inscription Capital, LLC 0.34% No change 12,658 $3.8M
Knights of Columbus Asset Advisors LLC 0.19% Reduce -15.4% 12,644 $3.8M
1834 Investment Advisors Co. 0.43% Reduce -10.0% 12,641 $3.8M
Nvwm, LLC 0.77% Reduce -3.6% 12,605 $3.8M
Concord Wealth Partners 0.43% Reduce -9.3% 12,502 $3.8M
Freedom Day Solutions, LLC 0.83% Reduce -15.8% 12,447 $3.8M
Montecito Bank & Trust 0.56% Add +5.2% 12,425 $3.7M
Alaethes Wealth, LLC 1.09% New 12,380 $3.7M
Moneta Group Investment Advisors LLC 0.03% Reduce -0.7% 12,380 $3.7M
Cigna Investments Inc. 0.49% Reduce -1.8% 12,354 $3.7M
One Capital Management, LLC 0.10% Reduce -90.0% 2,526 $3.7M
BNB Wealth Management, LLC 2.03% Add +2.5% 12,323 $3.7M
Western Financial Corp 1.08% Reduce -3.8% 12,275 $3.7M
Concord Asset Management, LLC 0.57% Reduce -10.9% 12,171 $3.7M
Perpetual Ltd 0.05% Add +14.7% 12,161 $3.7M
E Fund Management (Hong Kong) Co., Ltd. 1.21% Add +161.9% 12,125 $3.7M
Rokos Capital Management LLP 0.05% New 12,143 $3.7M
Reliant Investment Partners, LLC 2.49% Add +0.8% 12,121 $3.7M
South Dakota Investment Council 0.06% Reduce -3.9% 12,080 $3.6M
Krilogy Financial LLC 0.11% Reduce -2.5% 12,036 $3.6M
Private Capital Management, LLC 0.33% No change 12,010 $3.6M
Integrated Advisors Network LLC 0.16% Reduce -0.8% 11,855 $3.6M
Trust Investment Advisors 1.70% No change 11,800 $3.6M
Gold Investment Management Ltd. 0.96% Reduce -6.3% 11,790 $3.6M
Haverford Trust Co 0.03% Reduce -2.8% 11,750 $3.5M
Axxcess Wealth Management, LLC 0.06% Add +17.2% 11,648 $3.5M
Stenger Family Office, LLC 0.56% Reduce -4.5% 11,618 $3.5M
Dorsey & Whitney Trust CO LLC 0.17% Reduce -8.7% 11,549 $3.5M
Two Sigma Securities, LLC 0.30% Add +357.3% 11,525 $3.5M
Midwest Professional Planners, LTD. 0.68% Add +12.0% 11,447 $3.5M
Kesler, Norman & Wride, LLC 0.55% Reduce -30.0% 11,431 $3.4M
Choate Investment Advisors 0.06% Add +0.5% 11,388 $3.4M
Novem Group 0.35% Reduce -22.5% 11,379 $3.4M
SCS Capital Management LLC 0.03% Add +0.5% 11,359 $3.4M
Advisory Alpha, LLC 0.08% Reduce -0.7% 11,345 $3.4M
Fort Sheridan Advisors LLC 0.37% No change 11,274 $3.4M
Compass Financial Management LLC 0.41% — 17,162 $3.4M
Vivid Wealth Management, LLC 1.18% Reduce -37.2% 11,101 $3.3M
Heartland Bank & Trust Co 0.69% Reduce -1.3% 11,082 $3.3M
Capital Investment Advisory Services, LLC 0.21% Reduce -3.9% 11,072 $3.3M
Prosperity Consulting Group, LLC 0.13% Add +13.3% 11,053 $3.3M
Valley Brook Capital Group, Inc. 1.87% Add +0.2% 10,925 $3.3M
ABLE Financial Group, LLC 0.55% Reduce -6.7% 10,856 $3.3M
Blue Trust, Inc. 0.03% Reduce -5.3% 10,841 $3.3M
Crew Capital Management, Ltd 1.79% Reduce -22.9% 10,832 $3.3M
RiverFront Investment Group, LLC 0.04% New 10,820 $3.3M
FAS Wealth Partners, Inc. 0.17% Reduce -1.8% 10,820 $3.3M
Winthrop Advisory Group LLC 0.22% Add +3.0% 10,642 $3.2M
Systematic Alpha Investments, LLC 0.09% No change 10,609 $3.2M
Harvest Investment Services, LLC 0.49% Reduce -2.2% 10,601 $3.2M
True North Advisors, LLC 0.30% Reduce -7.5% 10,567 $3.2M
Headinvest, LLC 0.59% Reduce -6.1% 10,540 $3.2M
Trust Co. of Vermont 0.12% — 10,540 $3.2M
RFG Advisory, LLC 0.05% Reduce -50.4% 10,526 $3.2M
Empower Advisory Group, LLC 0.01% No change 10,398 $3.1M
Deseret Mutual Benefit Administrators 1.02% Reduce -10.8% 10,371 $3.1M
Northwest Bancshares, Inc. 0.56% No change 10,370 $3.1M
Larson Financial Group LLC 0.08% Add +16.7% 10,342 $3.1M
Jefferies Financial Group Inc. 0.03% Reduce -12.3% 10,337 $3.1M
Providence First Trust Co 0.87% Add +50.0% 10,335 $3.1M
Voleon Capital Management LP 0.06% Reduce -61.2% 10,331 $3.1M
Pines Wealth Management, LLC 0.89% Reduce -2.1% 10,294 $3.1M
Sassicaia Capital Advisers LLC 1.36% New 10,250 $3.1M
Titan Investment Solutions Ltd 0.34% Reduce -9.0% 10,204 $3.1M
Composition Wealth, LLC 0.04% Add +39.1% 10,179 $3.1M
Newman Dignan & Sheerar, Inc. 0.59% Reduce -6.4% 10,173 $3.1M
Catalyst Financial Partners LLC 0.30% Add +5.8% 10,149 $3.1M
Lebenthal Global Advisors, LLC 0.41% Add +5.4% 10,119 $3.1M
Capital Investment Advisors, LLC 0.04% Add +10.3% 10,107 $3.0M
V-Square Quantitative Management LLC 0.29% Add +88.3% 10,055 $3.0M
First County Bank 1.43% Reduce -3.1% 10,020 $3.0M
Brevan Howard Capital Management LP 0.04% Add +19.6% 9,967 $3.0M
Commonwealth Retirement Investments LLC 0.82% Reduce -0.3% 9,955 $3.0M
Menard Financial Group LLC 1.62% Add +8.1% 9,883 $3.0M
Kintegral Advisory, LLC 0.24% No change 9,870 $3.0M
Symmetry Investments LP 0.33% New 9,850 $3.0M
Modern Wealth Management, LLC 0.04% Add +36.9% 9,846 $3.0M
AIMZ Investment Advisors, LLC 0.81% No change 9,810 $3.0M
Fisher Funds Management LTD 0.08% No change 9,780 $3.0M
Prosperity Financial Group, Inc. 0.91% Reduce -0.3% 9,748 $2.9M
Townsquare Capital LLC 0.54% Reduce -6.7% 9,688 $2.9M
EPG Wealth Management LLC 0.70% Reduce -7.3% 9,684 $2.9M
DSG Capital Advisors, LLC 0.41% Reduce -16.4% 12,600 $2.9M
NorthCoast Asset Management LLC 0.06% Reduce -20.0% 9,592 $2.9M
Chesley Taft & Associates LLC 0.11% Reduce -29.2% 9,565 $2.9M
McGowan Group Asset Management, Inc. 0.35% Add +1.6% 9,550 $2.9M
Sigma Planning Corp 0.07% Reduce -41.3% 9,547 $2.9M
Gateway Wealth Partners, LLC 0.17% Reduce -13.2% 9,526 $2.9M
CMT Capital Markets Trading GmbH 1.50% Add +76.7% 9,508 $2.9M
WealthPlan Investment Management, LLC 0.14% Add +5.8% 9,493 $2.9M
Virtus Investment Advisers, LLC 0.67% Reduce -19.2% 9,480 $2.9M
Citizens & Northern Corp. 0.65% Reduce -0.5% 9,472 $2.9M
Avanda Investment Management Pte. Ltd. 3.82% Reduce -9.6% 9,400 $2.8M
Berbice Capital Management LLC 1.47% No change 9,400 $2.8M
Clear Harbor Asset Management, LLC 0.18% Reduce -25.2% 9,380 $2.8M
Science & Technology Partners, L.P. 0.48% New 9,369 $2.8M
San Luis Wealth Advisors LLC 0.42% Reduce -7.0% 9,347 $2.8M
Northstar Asset Management Inc. 0.83% Add +3.8% 9,335 $2.8M
Alpha Family Trust 1.13% No change 9,300 $2.8M
Capital Management Associates, Inc 0.56% Add +86.0% 9,300 $2.8M
BOS Asset Management, LLC 0.65% Reduce -14.8% 9,271 $2.8M
Y-Intercept (Hong Kong) Ltd 0.05% Reduce -74.0% 9,200 $2.8M
Valmark Advisers, Inc. 0.03% Add +2.9% 9,189 $2.8M
Gardner Lewis Asset Management L P 0.62% New 9,180 $2.8M
Hartford Funds Management Co LLC 0.22% Reduce -42.5% 9,166 $2.8M
Triad Wealth Partners, LLC 0.16% Add +3.4% 15,100 $2.8M
Encompass Wealth Advisors, LLC 0.84% No change 9,110 $2.7M
Simplicity Wealth,LLC 0.09% Add +55.6% 9,086 $2.7M
Mindset Wealth Management, LLC 0.53% Add +1.9% 9,081 $2.7M
Kirtland Hills Capital Management, LLC 0.78% No change 9,072 $2.7M
Cache Advisors, LLC 0.23% No change 9,070 $2.7M
Mesirow Financial Investment Management, Inc. 0.04% Reduce -7.8% 9,031 $2.7M
Eagle Strategies LLC 0.27% Add +0.2% 9,026 $2.7M
Perennial Advisors, LLC 0.42% Reduce -3.8% 8,980 $2.7M
Wealth Architects, LLC 0.21% Reduce -1.4% 8,977 $2.7M
Kingswood Wealth Advisors, LLC 0.11% Add +71.7% 8,962 $2.7M
Legacy Capital Wealth Partners, LLC 0.52% Add +7.2% 8,900 $2.7M
Yorktown Management & Research Co Inc 1.64% No change 8,900 $2.7M
Indivisible Partners 0.15% Reduce -5.5% 8,896 $2.7M
Little House Capital LLC 0.60% Reduce -11.2% 8,893 $2.7M
AA Financial Advisors, LLC 0.32% Reduce -8.8% 8,827 $2.7M
Kovack Advisors, Inc. 0.13% Reduce -11.3% 8,857 $2.6M
Crumly & Associates Inc. 0.50% Reduce -5.4% 8,738 $2.6M
Pacific Excel Wealth Advisors, Inc. 1.02% New 8,737 $2.6M
Heritage Family Offices, LLP 1.02% Reduce -37.5% 8,737 $2.6M
Globeflex Capital L P 0.34% No change 8,710 $2.6M
Global Trust Asset Management, LLC 0.82% Add +15.4% 8,655 $2.6M
Fulcrum Asset Management LLP 0.26% Add +30.4% 9,359 $2.6M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.87% Reduce -0.7% 8,616 $2.6M
Empirical Asset Management, LLC 0.58% Reduce -20.9% 8,586 $2.6M
World Investment Advisors 0.04% Reduce -64.4% 4,842 $2.6M
DMC Group, LLC 1.77% Reduce -1.3% 8,560 $2.6M
Griffin Asset Management, Inc. 0.27% No change 8,550 $2.6M
Sava Infond d.o.o. 0.18% Add +34.9% 8,500 $2.6M
Engineers Gate Manager LP 0.03% New 8,499 $2.6M
JSF Financial, LLC 0.41% Add +4.4% 8,486 $2.6M
StoneX Group Inc. 0.10% Reduce -0.2% 8,431 $2.5M
Supplemental Annuity Collective Trust of NJ 0.65% Reduce -5.9% 8,378 $2.5M
Versant Capital Management, Inc 0.23% Reduce -19.0% 8,371 $2.5M
Nicolet Bankshares Inc. 0.08% Add +35.0% 9,907 $2.5M
Advyzon Investment Management, LLC 0.18% Add +9.3% 8,325 $2.5M
Pure Financial Advisors, LLC 0.03% Add +97.2% 8,304 $2.5M
Caldwell Trust Co 0.20% Add +0.6% 8,276 $2.5M
Legato Capital Management LLC 0.21% Reduce -67.5% 8,269 $2.5M
Aries Wealth Management 0.49% No change 8,240 $2.5M
Csenge Advisory Group 0.10% Reduce -1.1% 8,191 $2.5M
Third View Private Wealth, LLC 0.30% Add +25.3% 8,180 $2.5M
CFO4Life Group, LLC 0.33% Add +1.0% 8,179 $2.5M
Leonteq Securities AG 0.15% Reduce -30.4% 8,147 $2.5M
Portside Wealth Group, LLC 0.29% Add +21.4% 8,120 $2.4M
PeakShares LLC 1.82% Add +6.7% 8,097 $2.4M
PDS Planning, Inc 0.14% Add +2.9% 8,088 $2.4M
Premier Path Wealth Partners, LLC 0.28% Add +13.7% 8,070 $2.4M
Continuum Advisory, LLC 0.20% Add +11.6% 8,067 $2.4M
Legacy Financial Advisors, Inc. 0.30% Add +6.7% 8,048 $2.4M
Altfest L J & Co. Inc. 0.24% Add +0.6% 8,035 $2.4M
Root Financial Partners, LLC 0.09% Reduce -2.3% 8,034 $2.4M
Keeler Thomas Management LLC 0.86% Add +10.0% 8,030 $2.4M
Wealthstar Advisors, LLC 1.20% Reduce -8.0% 8,017 $2.4M
Smithfield Trust Co 0.10% Reduce -1.1% 8,000 $2.4M
Perennial Investment Advisors, LLC 0.16% Reduce -8.0% 7,948 $2.4M
Fiduciary Alliance LLC 0.16% Reduce -30.1% 7,942 $2.4M
Kathmere Capital Management, LLC 0.13% Add +4.0% 7,934 $2.4M
Rehmann Capital Advisory Group 0.11% Add +32.9% 7,921 $2.4M
Pinpoint Asset Management (Singapore) Pte. Ltd. 0.60% New 7,912 $2.4M
Migdal Insurance & Financial Holdings Ltd. 0.02% Add +141.2% 7,910 $2.4M
Meitav Investment House Ltd. 0.02% New 8,150 $2.4M
ZWJ Investment Counsel Inc. 0.08% New 7,885 $2.4M
Herold Advisors, Inc. 0.47% Reduce -9.6% 7,860 $2.4M
Tandem Wealth Advisors LLC 0.94% Add +1.8% 7,851 $2.4M
S-Bank Fund Management Ltd 0.32% Reduce -12.8% 7,828 $2.4M
Storgate, LLC 0.49% New 7,780 $2.3M
Centaurus Financial, Inc. 0.09% Add +21.9% 7,778 $2.3M
Patriot Financial Group Insurance Agency, LLC 0.24% Reduce -51.6% 7,768 $2.3M
Wincap Financial LLC 1.26% Add +17.3% 7,755 $2.3M
Palisade Capital Management, LP 0.11% Add +2.3% 7,745 $2.3M
First Commonwealth Financial Corp 0.33% Add +1.5% 7,702 $2.3M
Park Capital Management, LLC / WI 1.36% Add +368.1% 7,677 $2.3M
Trustmark Bank Trust Department 0.14% Reduce -5.5% 7,665 $2.3M
GTS Securities LLC 0.05% Add +406.7% 7,651 $2.3M
Wolff Wiese Magana LLC 1.06% Reduce -3.4% 7,644 $2.3M
Silverleafe Capital Partners, LLC 0.63% Add +25.5% 7,641 $2.3M
Gladstone Institutional Advisory LLC 0.07% Add +80.7% 7,626 $2.3M
Abel Hall, LLC 0.40% No change 7,603 $2.3M
Susquehanna Portfolio Strategies, LLC 0.04% No change 7,600 $2.3M
Pine Valley Investments Ltd Liability Co 0.10% Add +0.7% 7,592 $2.3M
Karani Asset Management LLC 1.66% Reduce -28.7% 7,560 $2.3M
Cumberland Partners Ltd 0.15% Reduce -31.8% 7,500 $2.3M
L2 Asset Management, LLC 0.23% Add +5.6% 7,490 $2.3M
TOWER TRUST & INVESTMENT Co 1.36% Reduce -7.0% 7,456 $2.2M
Central Pacific Bank - Trust Division 0.24% No change 7,450 $2.2M
Watershed Asset Management, L.L.C. 2.00% Reduce -52.6% 7,400 $2.2M
HBK Sorce Advisory LLC 0.04% Add +0.2% 11,565 $2.2M
First Citizens Bank & Trust Co. 0.03% Add +4.5% 7,338 $2.2M
Realta Investment Advisors 0.69% Reduce -3.4% 7,330 $2.2M
Advisory Resource Group 0.33% New 7,312 $2.2M
Access Financial Services, Inc. 0.72% Reduce -1.9% 7,310 $2.2M
Nixon Peabody Trust Co. 0.16% Add +0.7% 7,310 $2.2M
Center For Asset Management LLC 0.97% Add +7.7% 7,247 $2.2M
FSM Wealth Advisors, LLC 0.23% Add +1.8% 7,230 $2.2M
Grove Bank & Trust 0.21% No change 7,160 $2.2M
Alps Advisors Inc. 0.01% Add +102.4% 7,146 $2.2M
Certuity, LLC 0.11% Add +1.6% 7,112 $2.2M
PCB Capital LLC 2.59% Reduce -25.8% 7,045 $2.1M
Auxier Asset Management LLC 0.28% No change 7,000 $2.1M
Elyxium Wealth, LLC 0.22% Add +13.1% 6,991 $2.1M
Trust Co of the South 0.30% No change 6,980 $2.1M
Lifeworks Advisors, LLC 0.22% Reduce -7.9% 6,955 $2.1M
TRB Wealth Management, LLC 0.28% No change 6,920 $2.1M
B. Riley Wealth Advisors, Inc. 0.11% Add +7.2% 7,462 $2.1M
SP Asset Management LLC 0.17% Add +2.1% 6,862 $2.1M
Fairtree Asset Management (Pty) Ltd 0.79% No change 6,840 $2.1M
PEAK6 LLC 0.05% Reduce -93.8% 6,835 $2.1M
Elevatus Welath Management 0.50% New 6,814 $2.1M
Fragasso Financial Advisors Inc 0.11% Add +2.9% 6,801 $2.1M
Cary Street Partners Financial LLC 0.04% Add +3.6% 6,798 $2.1M
Stonebridge Financial Group, LLC 0.28% — 6,800 $2.1M
Atom Investors LP 0.18% New 6,793 $2.0M
Delphi Management Inc. 2.00% Reduce -13.0% 6,775 $2.0M
Chicago Partners Investment Group LLC 0.04% Add +4.9% 9,323 $2.0M
MassMutual Private Wealth & Trust, FSB 0.05% Add +38.1% 6,755 $2.0M
Tuttle Capital Management, LLC 1.37% New 6,750 $2.0M
Pacific Capital Partners Ltd 1.76% Reduce -39.6% 6,723 $2.0M
Evercore Wealth Management, LLC 0.03% Reduce -1.2% 6,720 $2.0M
J.Safra Asset Management Corp 0.09% No change 6,700 $2.0M
Sound View Wealth Advisors Group, LLC 0.13% Reduce -8.4% 6,696 $2.0M
Diversified Enterprises, LLC 0.10% No change 6,691 $2.0M
Harbour Investments, Inc. 0.03% Add +7.2% 6,679 $2.0M
Cambient Family Office, LLC 0.25% Reduce -4.6% 6,666 $2.0M
Net Worth Advisory Group 0.50% Reduce -17.7% 6,626 $2.0M
Narus Financial Partners, LLC 0.51% Add +0.2% 6,593 $2.0M
SYM FINANCIAL Corp 0.16% Add +2.0% 6,592 $2.0M
Armistice Capital, LLC 0.05% New 6,568 $2.0M
Argus Investors' Counsel, Inc. 1.51% Reduce -4.7% 6,517 $2.0M
Stoneridge Investment Partners LLC 1.29% Add +0.8% 10,750 $2.0M
KTF Investments, LLC 0.20% Reduce -7.2% 6,450 $1.9M
Elk River Wealth Management LLC 0.31% No change 6,440 $1.9M
Fortune Financial Advisors, LLC 0.83% Reduce -2.5% 6,435 $1.9M
MorganRosel Wealth Management, LLC 0.65% Reduce -10.7% 6,420 $1.9M
FLC Capital Advisors 0.32% Reduce -0.8% 6,420 $1.9M
Chesapeake Wealth Management 0.54% Add +89.3% 6,417 $1.9M
Aprio Wealth Management, LLC 0.10% Add +0.5% 6,411 $1.9M
Pinnacle Wealth Planning Services, Inc. 0.18% Add +1.0% 6,405 $1.9M
Range Financial Group LLC 0.53% Reduce -21.8% 6,400 $1.9M
SmartHarvest Portfolios, LLC 0.62% Add +9.7% 6,398 $1.9M
Compton Wealth Advisory Group, LLC 0.39% No change 7,250 $1.9M
Wright Investors Service Inc. 0.52% New 6,360 $1.9M
Skandinaviska Enskilda Banken AB (publ) 0.07% Reduce -57.3% 6,350 $1.9M
Vertrix Wealth Management, LLC 0.64% Reduce -30.2% 6,297 $1.9M
180 Wealth Advisors, LLC 0.19% Reduce -1.3% 6,279 $1.9M
MWA Asset Management 0.86% Reduce -8.2% 6,273 $1.9M
Westwind Capital 0.45% Add +595.8% 6,262 $1.9M
Hillsdale Investment Management Inc. 0.04% Reduce -32.2% 6,230 $1.9M
Hantz Financial Services, Inc. 0.03% Add +0.8% 6,229 $1.9M
Ibex Wealth Advisors 0.15% Reduce -0.2% 6,226 $1.9M
Group One Trading LLC 0.05% Reduce -63.7% 6,218 $1.9M
TFR Capital, LLC. 0.52% Add +0.4% 6,176 $1.9M
Leavell Investment Management, Inc. 0.07% Reduce -0.7% 6,167 $1.9M
Quantum Private Wealth, LLC 0.48% Reduce -12.2% 6,165 $1.9M
Delta Investment Management, LLC 0.31% Reduce -1.8% 6,155 $1.9M
Mfa Wealth Advisors, LLC 0.32% Reduce -7.6% 6,142 $1.9M
Valeo Financial Advisors, LLC 0.04% Add +22.6% 6,157 $1.9M
Wealthcare Advisory Partners LLC 0.04% Reduce -19.3% 6,122 $1.8M
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 1.17% Reduce -20.3% 6,120 $1.8M
Lowery Thomas, LLC 0.90% No change 6,090 $1.8M
Marble Wealth, LLC 0.28% Reduce -36.3% 6,079 $1.8M
Resonant Capital Advisors, LLC 0.09% Add +3.1% 6,063 $1.8M
DF Dent & Co. Inc. 0.03% No change 6,060 $1.8M
Alpha Omega Wealth Management LLC 0.28% Reduce -14.0% 6,055 $1.8M
Valley Wealth Managers, Inc. 0.11% Reduce -23.9% 6,046 $1.8M
Telos Capital Management, Inc. 0.16% Reduce -0.7% 6,035 $1.8M
Smith Salley Wealth Management 0.08% Reduce -0.2% 6,027 $1.8M
Quotient Wealth Partners, LLC 0.04% Reduce -4.7% 6,025 $1.8M
CJM Wealth Advisers, Ltd. 0.48% No change 6,000 $1.8M
Proficio Capital Partners LLC 0.06% New 5,988 $1.8M
Drive Wealth Management, LLC 0.32% Add +1.8% 5,977 $1.8M
Pallas Capital Advisors LLC 0.06% Add +0.7% 5,964 $1.8M
Winch Advisory Services, LLC 0.37% Add +0.2% 5,930 $1.8M
Joel Isaacson & Co., LLC 0.05% No change 5,910 $1.8M
Keel Point, LLC 0.10% Add +12.1% 5,885 $1.8M
Sunbeam Capital Management, LLC 0.81% Add +0.6% 5,873 $1.8M
TTP Investments, Inc. 0.72% No change 5,872 $1.8M
New Republic Capital, LLC 0.41% Add +15.9% 5,864 $1.8M
Cary Street Partners Investment Advisory LLC 0.36% Reduce -14.2% 5,829 $1.8M
Vision Retirement, LLC 0.42% Add +25.0% 5,824 $1.8M
Basecamp Wealth Advisors LLC 0.33% Add +1.0% 5,799 $1.7M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.05% Add +82.2% 5,795 $1.7M
Catalyst Capital Advisors LLC 0.03% Reduce -28.5% 5,745 $1.7M
Centric Wealth Management 0.27% Reduce -90.0% 1,007 $1.7M
Chesapeake Capital Corp. 0.93% Add +9.7% 5,672 $1.7M
Waterloo Capital, L.P. 0.10% Add +8.8% 5,636 $1.7M
Range Advisory, LLC 0.20% Add +32.3% 5,621 $1.7M
Equitable Holdings, Inc. 0.01% Reduce -11.8% 5,620 $1.7M
Astoria Portfolio Advisors LLC. 0.29% Add +7.3% 5,610 $1.7M
NorthCrest Asset Manangement, LLC 0.04% Reduce -67.7% 7,367 $1.7M
KG Capital Management 1.00% Add +32.0% 5,599 $1.7M
Maverick Capital 0.02% New 5,599 $1.7M
Everhart Financial Group, Inc. 0.11% Add +4.9% 5,589 $1.7M
Keystone Financial Group 0.10% Add +0.3% 5,565 $1.7M
Philadelphia Investment Partners, LLC 1.04% No change 8,010 $1.7M
Mosaic Family Wealth Partners, LLC 0.11% New 5,555 $1.7M
Soltis Investment Advisors LLC 0.10% Add +21.5% 5,553 $1.7M
Indiana Trust & Investment Management Co 0.45% New 5,500 $1.7M
GS Investments, Inc. 1.20% Reduce -80.6% 5,490 $1.7M
Duncan Williams Asset Management, LLC 0.37% Add +6.2% 5,471 $1.7M
Cooper Financial Group 0.14% Reduce -14.5% 5,453 $1.6M
Feynman Point Asset Management LLC 3.01% New 5,450 $1.6M
Canandaigua National Bank & Trust Co. 0.14% — 5,431 $1.6M
Associated Banc-Corp 0.04% No change 5,430 $1.6M
Hilltop Holdings Inc. 0.13% Add +239.9% 5,371 $1.6M
Henrickson Nauta Wealth Advisors, Inc. 0.39% Reduce -12.4% 5,344 $1.6M
OneAscent Investment Solutions LLC 1.52% Reduce -20.0% 5,329 $1.6M
Sound Income Strategies, LLC 0.07% Add +4.4% 5,316 $1.6M
Rathbones Group PLC 0.01% New 5,311 $1.6M
Lincoln Capital Corp. 0.52% Reduce -5.5% 5,304 $1.6M
Inspire Advisors, LLC 0.11% Reduce -0.8% 5,339 $1.6M
Trust Point Inc. 0.14% Add +3.0% 5,284 $1.6M
Meridian Wealth Advisors, LLC 0.18% Add +0.2% 5,260 $1.6M
RiverGlades Family Offices LLC 0.73% Add +1.1% 5,260 $1.6M
Beacon Bank & Trust 0.30% Reduce -11.2% 5,260 $1.6M
Moss Adams Wealth Advisors LLC 0.10% Add +4.0% 5,251 $1.6M
Elm3 Financial Group, LLC 1.09% Reduce -2.8% 5,250 $1.6M
Brooks, Moore & Associates, Inc. 0.71% No change 5,250 $1.6M
Alta Advisers Ltd 0.36% No change 5,250 $1.6M
Twin Peaks Wealth Advisors, LLC 0.36% Add +4.6% 5,241 $1.6M
CenterBook Partners LP 0.08% Reduce -87.4% 5,232 $1.6M
Bank Ozk 0.47% Reduce -11.2% 5,204 $1.6M
Parkside Financial Bank & Trust 0.11% Reduce -12.7% 5,178 $1.6M
Rossby Financial, LCC 0.28% Add +27.0% 5,155 $1.6M
Optas, LLC 0.22% Add +0.6% 5,151 $1.6M
Beacon Financial Group 0.14% Reduce -0.4% 5,149 $1.6M
BSW Wealth Partners 0.17% Reduce -6.0% 5,139 $1.6M
EJMK Ventures LLC 0.70% Add +146.7% 5,131 $1.5M
D'Orazio & Associates, Inc. 0.18% Add +2.4% 5,118 $1.5M
Alvarez & Marsal Private Wealth Partners, LLC 0.20% Reduce -3.6% 5,050 $1.5M
Mezzasalma Advisors, LLC 0.31% Reduce -10.0% 5,040 $1.5M
Absolute Capital Management, LLC 0.38% Add +6.3% 5,037 $1.5M
Courier Capital LLC 0.08% No change 5,030 $1.5M
LJI Wealth Management, LLC 0.21% Add +36.8% 5,021 $1.5M
Coastal Bridge Advisors, LLC 0.09% Add +18.7% 5,020 $1.5M
Dorato Capital Management 1.03% Reduce -20.7% 6,535 $1.5M
Whitener Capital Management, Inc. 0.32% No change 5,000 $1.5M
Angeles Wealth Management, LLC 0.07% Add +20.8% 4,976 $1.5M
Traphagen Investment Advisors LLC 0.11% Add +3.6% 4,971 $1.5M
CVA Family Office, LLC 0.14% No change 4,958 $1.5M
Advus Financial Partners, LLC 0.34% No change 4,950 $1.5M
Stephens Inc. 0.02% Add +21.0% 4,938 $1.5M
Signet Private Wealth LLC 1.18% Reduce -18.0% 4,913 $1.5M
Anchyra Partners LLC 0.36% Add +6.1% 4,911 $1.5M
TritonPoint Partners, LLC 0.12% Add +140.5% 4,907 $1.5M
Souders Financial Advisors 0.15% Add +9.7% 4,905 $1.5M
Ashton Thomas Securities, LLC 0.22% Reduce -3.3% 4,921 $1.5M
TCFG Investment Advisors, LLC 0.49% Add +2.1% 4,850 $1.5M
Lifestyle Asset Management, Inc. 0.39% Reduce -4.2% 4,848 $1.5M
AXS Investments LLC 0.41% Reduce -19.4% 4,844 $1.5M
McLean Asset Management Corp 0.19% Reduce -0.8% 7,983 $1.5M
Bradley Foster & Sargent Inc. 0.02% Add +3.2% 4,820 $1.5M
Sun Financial Inc 0.68% Reduce -24.0% 7,520 $1.4M
TIAA Wealth Investment Management LLC 0.01% Reduce -5.2% 4,808 $1.4M
New Age Alpha Advisors, LLC 0.06% Reduce -5.5% 4,780 $1.4M
Wealth Advisors of Tampa Bay, LLC 0.44% Reduce -6.4% 4,775 $1.4M
McAdam, LLC 0.06% Reduce -8.0% 4,775 $1.4M
Ariadne Wealth Management, LP 0.64% Reduce -10.0% 4,770 $1.4M
Regal Investment Advisors LLC 0.07% Reduce -23.6% 4,761 $1.4M
Eagle Wealth Advisors LLC 1.10% Add +1.9% 4,757 $1.4M
Old Port Advisors 0.28% Reduce -0.8% 4,754 $1.4M
Verity & Verity, LLC 0.10% Reduce -8.1% 4,740 $1.4M
LVW Advisors, LLC 0.12% Add +16.9% 4,722 $1.4M
BXM Wealth LLC 0.77% Add +210.5% 4,720 $1.4M
Trek Financial, LLC 0.07% Add +0.4% 4,707 $1.4M
OpenArc Corporate Advisory, LLC 0.02% Add +68.8% 4,692 $1.4M
Florida Financial Advisors, LLC 0.24% Reduce -17.4% 4,642 $1.4M
SeaBridge Investment Advisors LLC 0.20% Add +0.9% 4,630 $1.4M
Barings LLC 0.03% New 4,630 $1.4M
Weaver Capital Management LLC 0.31% Reduce -90.0% 943 $1.4M
Blue Fin Capital, Inc. 0.20% Add +50.7% 4,580 $1.4M
Bellevue Asset Management, LLC 0.64% No change 4,564 $1.4M
Parallax Volatility Advisers, L.P. 0.06% Reduce -65.7% 4,561 $1.4M
Oslo Pensjonsforsikring AS 0.16% Reduce -18.1% 4,510 $1.4M
AMG National Trust Bank 0.03% Reduce -12.9% 4,509 $1.4M
Balefire, LLC 0.22% Add +8.3% 4,505 $1.4M
Personal Cfo Solutions, LLC 0.19% Reduce -8.1% 4,467 $1.3M
Sunflower Bank, N.A. 0.32% Reduce -2.3% 4,454 $1.3M
First Bank & Trust 0.20% Add +12.7% 4,450 $1.3M
Agf Management Ltd. 0.01% No change 4,420 $1.3M
Ellevest, Inc. 0.16% Reduce -7.3% 4,384 $1.3M
Robertson Stephens Wealth Management, LLC 0.03% Reduce -2.4% 4,390 $1.3M
Wallace Hart LLC 0.83% Reduce -21.9% 4,390 $1.3M
SageView Advisory Group, LLC 0.04% Add +10.6% 4,379 $1.3M
Prestige Wealth Management Group LLC 0.24% Add +13.4% 4,377 $1.3M
Lotus Technology Management, LP 1.62% New 3,775 $1.3M
Quantum Financial Advisors, LLC 0.13% Reduce -1.6% 4,361 $1.3M
1248 Management, LLC 0.51% Reduce -28.4% 4,358 $1.3M
Trueblood Wealth Management, LLC 0.46% Reduce -18.6% 4,357 $1.3M
Farmers National Bank 0.27% Reduce -14.1% 4,322 $1.3M
Laurel Oak Wealth Management, LLC 0.19% Reduce -2.3% 4,320 $1.3M
Neo Ivy Capital Management 0.30% Reduce -82.2% 4,311 $1.3M
Baker Ellis Asset Management LLC 0.13% Reduce -8.3% 4,310 $1.3M
Stock Yards Bank & Trust Co. 0.04% Reduce -8.3% 4,290 $1.3M
Kelleher Financial Advisors 0.18% New 4,268 $1.3M
Mattson Financial Services, LLC 0.27% Reduce -1.8% 5,870 $1.3M
Everpar Advisors LLC 0.37% Reduce -5.0% 4,265 $1.3M
Salem Investment Counselors Inc. 0.03% Add +10.4% 4,250 $1.3M
Hazlett, Burt & Watson, Inc. 0.34% Add +0.7% 4,261 $1.3M
AustralianSuper Pty Ltd 0.01% New 4,240 $1.3M
Gilpin Wealth Management, LLC 0.88% Reduce -1.2% 4,230 $1.3M
Signature Estate & Investment Advisors LLC 0.02% Add +6.6% 4,307 $1.3M
denkapparat Operations GmbH 0.41% Reduce -51.3% 4,202 $1.3M
Meadow Creek Wealth Advisors LLC 0.77% Reduce -9.3% 4,200 $1.3M
Berger Financial Group, Inc 0.06% Reduce -4.1% 4,190 $1.3M
Nolet Wealth Management, LLC 0.70% Reduce -3.1% 4,187 $1.3M
Private Client Services, LLC 0.33% Add +0.6% 4,183 $1.3M
OneAscent Financial Services LLC 0.06% Add +2.5% 4,183 $1.3M
Cromwell Holdings LLC 0.56% No change 4,160 $1.3M
Hickory Point Bank & Trust 0.75% Reduce -4.7% 4,100 $1.2M
MBL Wealth, LLC 0.08% Add +53.9% 4,077 $1.2M
Gryphon Financial Partners LLC 0.11% Add +48.1% 4,073 $1.2M
BIP Wealth, LLC 0.03% New 4,069 $1.2M
Piar LLC 0.76% Add +1.3% 4,050 $1.2M
Avidian Wealth Enterprises, LLC 0.03% Add +33.8% 4,040 $1.2M
Income Insurance Ltd 0.73% Add +2.5% 4,040 $1.2M
Tiemann Investment Advisors, LLC 0.44% Reduce -12.0% 4,040 $1.2M
Zacks Investment Management 0.01% Reduce -10.9% 4,036 $1.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 4,010 $1.2M
Strategy Asset Managers LLC 0.18% Reduce -23.4% 4,009 $1.2M
Bluedoor Private Wealth, LLC 0.51% Add +4.2% 4,000 $1.2M
Kornitzer Capital Management Inc. 0.03% New 4,000 $1.2M
Legacy Capital Group California, Inc. 0.36% Reduce -5.5% 3,948 $1.2M
Facet Wealth, Inc. 0.02% Add +55.9% 3,928 $1.2M
Monte Financial Group, LLC 0.38% Reduce -44.0% 6,455 $1.2M
Cornerstone Wealth Group, LLC 0.07% Add +15.5% 3,905 $1.2M
Paradigm Asset Management Co. LLC 0.25% Reduce -80.5% 3,900 $1.2M
Five Oceans Advisors 0.38% Reduce -0.8% 3,897 $1.2M
First Horizon Corp. 0.05% Add +3.9% 3,895 $1.2M
Bluespring Wealth Management, LLC 0.02% New 3,886 $1.2M
Advisor OS, LLC 0.08% Reduce -0.4% 3,885 $1.2M
Ewa, LLC 0.21% Add +3.0% 3,874 $1.2M
Avantax Planning Partners, Inc. 0.03% Reduce -1.8% 3,870 $1.2M
OneAscent Family Office, LLC 0.59% Add +1.6% 3,862 $1.2M
John Boyer, Inc. 1.01% No change 3,859 $1.2M
First City Capital Management, Inc. 0.56% No change 3,820 $1.2M
SVB Wealth LLC 0.07% Reduce -1.0% 3,812 $1.2M
Bennett Selby Investments LP 0.37% Add +0.6% 3,801 $1.1M
McGuire Investment Group, LLC 0.10% No change 3,800 $1.1M
FUKOKU MUTUAL LIFE INSURANCE Co 0.07% No change 3,800 $1.1M
Cornerstone Wealth Management, LLC 0.05% Add +7.3% 3,800 $1.1M
Essex Financial Services, Inc. 0.06% Reduce -3.5% 3,792 $1.1M
Fielder Capital Group LLC 0.25% No change 3,777 $1.1M
Ausdal Financial Partners, Inc. 0.04% Add +0.6% 3,743 $1.1M
Jackson Creek Investment Advisors LLC 0.37% Reduce -30.7% 6,162 $1.1M
Pinion Investment Advisors, LLC 0.21% Add +16.5% 3,729 $1.1M
Quartz Partners, LLC 0.37% Reduce -4.6% 3,722 $1.1M
BAM Wealth Management, LLC 0.70% New 3,722 $1.1M
Truxt Investmentos Ltda. 1.30% New 3,720 $1.1M
Geneos Wealth Management Inc. 0.02% Add +0.3% 3,720 $1.1M
Occidental Asset Management, LLC 0.11% Reduce -19.6% 3,705 $1.1M
Marble Harbor Investment Counsel, LLC 0.11% Reduce -2.6% 3,700 $1.1M
Belvedere Trading LLC 0.09% New 3,687 $1.1M
Outlook Wealth Advisors, LLC 0.24% Reduce -3.5% 3,637 $1.1M
Sustainable Insight Capital Management, LLC 0.47% Reduce -42.9% 3,620 $1.1M
Heritage Trust Co 0.09% No change 3,620 $1.1M
Alhambra Investment Management LLC 0.48% Reduce -1.5% 3,614 $1.1M
Mach-1 Financial Group, LLC 0.42% Reduce -25.1% 3,612 $1.1M
Williamson Legacy Group, LLC 0.54% New 3,602 $1.1M
Independent Financial Group, LLC 0.02% Add +11.0% 3,597 $1.1M
Asahi Life Asset Management Co., LTD. 0.61% New 3,593 $1.1M
CYBER HORNET ETFs LLC 0.61% Reduce -1.4% 3,569 $1.1M
J. M. Brown & Associates Inc. 0.62% — 3,567 $1.1M
Sunstone Asset Management, LP 1.16% Reduce -63.1% 3,540 $1.1M
Bartlett & Co. Wealth Management LLC 0.01% Add +164.7% 3,521 $1.1M
Klingman & Associates, LLC 0.05% Add +3.1% 3,516 $1.1M
Aviso Financial Inc. 0.04% Reduce -1.3% 3,514 $1.1M
PGIM Custom Harvest LLC 0.01% Add +16.9% 3,507 $1.1M
MN Wealth Advisors, LLC 0.45% Add +3.0% 3,502 $1.1M
Madison Wealth Partners, Inc 0.13% Add +3.5% 3,500 $1.1M
New Paradigm Capital Management, LLC 2.26% New 3,500 $1.1M
Dorsey Wright & Associates 0.18% Reduce -74.0% 3,500 $1.1M
1900 Wealth Management LLC 0.06% Add +8.2% 3,494 $1.1M
Swiss Re Ltd. 0.10% Add +443.8% 3,480 $1.0M
Bannerstone Capital Management, LLC 0.88% Reduce -0.1% 3,475 $1.0M
Sandro Wealth Management LLC 0.76% Add +1.8% 3,472 $1.0M
Hudson Bay Capital Management LP 0.01% Reduce -98.7% 3,470 $1.0M
Johnson Financial Group, LLC 0.06% New 3,468 $1.0M
Interchange Capital Partners, LLC 0.20% Reduce -8.1% 3,482 $1.0M
West Family Investments, Inc. 0.30% Add +35.8% 3,450 $1.0M
Cypress Capital Group 0.10% Add +101.8% 3,450 $1.0M
Sciencast Management LP 0.22% New 3,450 $1.0M
Gallacher Capital Management LLC 0.58% Reduce -26.7% 3,444 $1.0M
Wall Street Financial Group, Inc. 0.55% No change 3,432 $1.0M
Genesis Private Wealth, LLC 0.29% Add +21.3% 3,420 $1.0M
F/m Investments LLC 0.05% Reduce -11.5% 3,406 $1.0M
Greenspring Advisors, LLC 0.06% Add +108.7% 3,401 $1.0M
Relyea Zuckerberg Hanson LLC 0.09% Add +7.7% 3,392 $1.0M
Ullmann Wealth Partners Group, LLC 0.09% Add +5.5% 3,386 $1.0M
Invenio Wealth Partners LLC 0.37% No change 3,380 $1.0M
MCF Advisors LLC 0.04% No change 3,351 $1.0M
GeoWealth Management, LLC 0.03% Add +16.9% 3,342 $1.0M
Kraft, Davis & Associates, LLC 0.21% Reduce -2.4% 4,548 $1.0M
Whalen Wealth Management Inc. 0.45% New 3,329 $1.0M
Wormser Freres Gestion 0.57% Add +129.2% 3,576 $1.0M
Intelligence Driven Advisers, LLC 0.16% Add +7.1% 3,308 $998K
Ponta Wealth Partners, LLC 0.53% Add +43.5% 3,300 $996K
Ardmore Road Asset Management LP 0.06% New 3,300 $996K
International Assets Investment Management, LLC 0.06% Add +3.0% 3,739 $995K
S Harris Financial Group, LLC 0.77% Reduce -4.2% 3,297 $995K
Destination Wealth Management 0.02% Add +3.1% 3,270 $987K
BankChampaign, National Association 0.75% Reduce -27.0% 3,257 $983K
MJP Associates Inc. 0.11% Reduce -0.8% 3,252 $981K
Richardson Financial Services Inc. 0.56% Add +3.1% 3,247 $980K
Guyasuta Investment Advisors Inc. 0.05% No change 3,240 $978K
First United Bank & Trust 0.28% No change 3,240 $978K
Icon Wealth Advisors, LLC 0.06% Add +154.6% 3,233 $975K
Motco 0.08% Reduce -6.4% 3,230 $975K
DUTCH ASSET Corp 0.48% Add +10.9% 3,226 $973K
EFG International AG 0.02% Add +3.3% 3,213 $969K
Caxton Associates LLP 0.02% Reduce -62.6% 3,199 $965K
Essential Investment Partners LLC 0.77% Reduce -53.8% 3,194 $964K
Sunpointe, LLC 0.27% Add +4.0% 3,192 $963K
Veracity Capital LLC 0.26% Add +2.7% 3,185 $961K
Orca Wealth Management, LLC 0.58% Reduce -5.7% 3,177 $958K
Shelton Wealth Management, LLC 0.38% Reduce -32.2% 3,175 $958K
Harmony Asset Management LLC 0.26% Add +0.2% 3,175 $958K
Bingham Private Wealth, LLC 0.65% Reduce -6.8% 3,150 $950K
Knightsbridge Asset Management, LLC 0.13% No change 3,149 $950K
Moneco Advisors, LLC 0.06% Add +18.6% 3,131 $945K
Garrett Wealth Advisory Group, LLC 0.15% Reduce -0.3% 3,130 $944K
George Kaiser Family Foundation 0.09% Reduce -45.7% 3,130 $944K
Prescott Group Capital Management, L.L.C. 0.08% Reduce -45.7% 3,130 $944K
Unique Wealth Strategies, LLC 0.34% Reduce -17.2% 3,130 $944K
McKinley Carter Wealth Services, Inc. 0.05% No change 3,120 $941K
Capital Advisors, Ltd. LLC 0.09% Reduce -2.4% 3,113 $939K
VUB Generali dochodkova spravcovska spolocnost, a.s. 0.65% No change 3,110 $938K
Solidarity Wealth, LLC 0.16% Add +2.6% 3,110 $938K
Ascentis Wealth Management, LLC 0.16% Add +9.1% 3,110 $938K
Affinity Capital Advisors, LLC 0.12% Reduce -10.3% 4,012 $936K
Ninety One SA (Pty) Ltd 0.05% Reduce -64.5% 3,160 $936K
Natural Investments, LLC 0.20% Add +3.3% 3,088 $931K
Madson Wealth Advisors Inc 0.63% Reduce -1.0% 3,080 $929K
Curated Wealth Partners LLC 0.11% Add +13.2% 3,079 $929K
Vaquero Private Wealth, Ltd. 0.19% — 3,075 $928K
Legacy Advisors, LLC 0.09% Add +17.2% 3,070 $926K
Clarendon Private LLC 0.59% Reduce -1.8% 3,063 $924K
Nikulski Financial, Inc. 0.20% Reduce -13.1% 3,058 $922K
Insigneo Advisory Services, LLC 0.03% Reduce -17.4% 3,055 $922K
GKV Capital Management Co., Inc. 0.30% Reduce -12.9% 3,050 $920K
Greenwich Wealth Management LLC 0.03% Reduce -8.4% 3,051 $920K
Elevation Wealth Partners, LLC 0.27% Add +0.7% 3,040 $917K
Kelly Financial Services LLC 0.20% No change 3,027 $913K
Paragon Capital Management Ltd 0.17% No change 3,020 $911K
Aviso Wealth Management 0.31% Add +0.6% 3,018 $911K
Lansing Street Advisors 0.19% Add +2.0% 3,010 $908K
Welch & Forbes LLC 0.01% Add +0.3% 3,010 $908K
FSB Premier Wealth Management, Inc. 0.26% Reduce -2.0% 3,007 $907K
Princeton Global Asset Management LLC 0.13% Reduce -11.6% 3,007 $907K
Tritonpoint Wealth, LLC 0.09% Reduce -7.8% 3,005 $907K
Smallwood Wealth Investment Management, LLC 0.40% New 3,000 $905K
Private Wealth Partners, LLC 0.07% No change 3,000 $905K
Lipe & Dalton 0.42% No change 3,000 $905K
Beck Mack & Oliver LLC 0.02% No change 2,990 $902K
Meriwether Wealth & Planning, LLC 0.45% Add +0.1% 2,983 $900K
Manchester Capital Management LLC 0.12% Reduce -2.2% 2,982 $900K
Ledyard National Bank 0.07% Add +0.8% 2,975 $898K
IFC Advisors LLC 0.11% Reduce -0.2% 2,974 $897K
Focus Partners Advisor Solutions, LLC 0.01% New 2,970 $896K
South Shore Capital Advisors 0.60% Reduce -2.1% 2,948 $889K
Foundations Investment Advisors, LLC 0.01% Add +8.2% 2,931 $884K
Three Seasons Wealth, LLC 0.08% Reduce -47.4% 2,929 $884K
Financial Advisors Network, Inc. 0.11% Reduce -7.9% 2,928 $883K
Cidel Asset Management Inc. 0.04% Reduce -11.4% 2,922 $882K
Global Strategic Investment Solutions, LLC 0.08% Reduce -3.0% 2,921 $881K
Fayez Sarofim & Co 0.00% No change 2,920 $881K
SBI Okasan Asset Management Co.Ltd. 0.03% Add +95.1% 3,161 $880K
ZEGA Investments, LLC 0.15% Reduce -55.3% 2,895 $873K
Marks Group Wealth Management, Inc 0.08% New 2,895 $873K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.02% New 2,890 $872K
Howland Capital Management LLC 0.03% No change 2,881 $869K
Florida Trust Wealth Management Co 0.02% Add +38.5% 2,880 $869K
Dunhill Financial, LLC 0.18% No change 2,878 $869K
Kintra Wealth, LLC 0.05% Reduce -8.9% 4,143 $867K
Schnieders Capital Management, Llc. 0.11% Add +55.3% 2,873 $867K
Values First Advisors, Inc. 0.40% Add +0.6% 2,868 $865K
Simon Quick Advisors, LLC 0.03% Add +9.2% 2,862 $863K
Prota Financial, LLC 0.57% Reduce -28.1% 3,243 $863K
AdvisorShares Investments LLC 0.10% Reduce -25.9% 2,860 $863K
Segment Wealth Management, LLC 0.04% No change 2,860 $863K
Meiji Yasuda Life Insurance Co 0.03% Reduce -37.3% 2,860 $863K
Syverson Strege & Co 0.19% Reduce -5.5% 2,836 $856K
Apella Capital, LLC 0.01% Add +17.6% 3,952 $856K
Hanseatic Management Services Inc. 0.63% Add +20.6% 2,823 $852K
OneAscent Wealth Management LLC 0.25% Add +40.5% 2,823 $852K
W.H. Cornerstone Investments Inc. 0.48% Reduce -3.7% 2,822 $851K
Goldstein Advisors, LLC 0.08% Add +8.1% 2,810 $848K
Brickley Wealth Management 0.12% No change 2,800 $845K
Daymark Wealth Partners, LLC 0.02% Add +8.5% 2,799 $845K
Kestra Investment Management, LLC 0.02% Add +17.6% 2,799 $845K
Tanager Wealth Management LLP 0.07% Add +17.4% 2,795 $843K
Murphy & Mullick Capital Management Corp 0.52% No change 2,790 $842K
Resolute Advisors LLC 0.20% Reduce -19.6% 2,780 $839K
Symphony Financial, Ltd. Co. 0.09% Add +95.2% 2,889 $838K
Van Hulzen Asset Management, LLC 0.06% No change 2,771 $836K
Banque Pictet & Cie SA 0.01% Reduce -5.2% 2,760 $833K
Regions Financial Corp. 0.01% Reduce -14.6% 2,760 $833K
Middleton & Co. Inc. 0.09% No change 2,750 $830K
Plancorp, LLC 0.02% Add +3.1% 3,733 $830K
Walker Asset Management, LLC 0.41% No change 2,722 $821K
First Financial Corp. 0.28% No change 2,720 $821K
55 North Private Wealth, LLC 0.16% Add +5.4% 2,720 $821K
Spinnaker Trust 0.04% Add +0.7% 2,720 $821K
Silver Grove Financial Group, Inc. 0.44% Reduce -1.6% 2,715 $819K
Alamea Verwaltungs GmbH 0.65% New 2,700 $815K
Scientech Research LLC 0.66% New 2,692 $812K
Asset One Wealth Management LLC 0.09% Add +1.5% 3,615 $812K
BetterWealth, LLC 0.14% Add +0.3% 2,687 $811K
Accurate Wealth Management, LLC 0.08% Add +1.9% 3,473 $801K
Index Fund Advisors, Inc. 0.03% Reduce -1.8% 2,652 $800K
Probity Advisors, Inc. 0.11% Reduce -4.7% 2,649 $799K
Mirabella Financial Services LLP 0.08% Reduce -87.1% 2,641 $797K
Quent Capital, LLC 0.05% Add +19.8% 2,636 $795K
Legacy Wealth Asset Management, LLC 0.17% Add +2.1% 2,625 $792K
Stirlingshire Investments, Inc. 0.59% Add +12.6% 2,624 $792K
Walkner Condon Financial Advisors LLC 0.09% Add +4.3% 2,618 $790K
Blalock Williams, LLC 0.51% Add +0.2% 2,615 $789K
Impact Investors, Inc 0.58% Reduce -20.7% 2,610 $787K
GFG Capital, LLC 0.22% Reduce -4.0% 2,610 $787K
Financial Guidance Group, Inc. 0.29% No change 2,600 $784K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.22% Add +13.5% 2,600 $784K
Capital Advisors Wealth Management, LLC 0.09% Reduce -1.2% 2,598 $784K
Odyssean, LLC 0.13% No change 2,580 $778K
AssuredPartners Investment Advisors, LLC 0.08% Reduce -7.5% 2,580 $778K
Turning Point Benefit Group, Inc. 0.33% Reduce -5.5% 2,562 $770K
Rakuten Securities, Inc. 0.18% Add +443.0% 2,552 $770K
Mozayyx Management LLC 0.74% New 2,550 $769K
Barnes Dennig Private Wealth Management LLC 0.62% Add +5.4% 2,550 $769K
Golden Reserve Retirement LLC 0.12% New 2,542 $767K
Vanguard National Trust Co 0.04% No change 2,540 $766K
Van Diest Capital, LLC 0.69% Reduce -53.7% 2,538 $766K
Western Wealth Management, LLC 0.02% New 2,519 $760K
Main Street Financial Solutions, LLC 0.05% New 2,516 $759K
Greenline Wealth Management LLC 0.62% Add +20.9% 2,514 $759K
Bill Few Associates, Inc. 0.16% No change 2,511 $758K
Quantum Portfolio Management LLC 0.27% Reduce -10.7% 2,510 $757K
O'Neil Global Advisors, Inc. 0.17% New 2,505 $756K
Kera Capital Partners, Inc. 0.07% Reduce -24.4% 2,504 $755K
Agp Franklin, LLC 0.33% No change 2,500 $754K
Investment Partners, LTD. 0.24% No change 2,500 $754K
Kickstand Ventures, Llc. 0.14% Add +0.2% 2,494 $753K
Smith, Moore & Co. 0.05% Reduce -24.9% 2,493 $752K
Alpine Woods Capital Investors, LLC 0.17% Add +2.0% 2,490 $751K
Ethos Financial Group, LLC 0.05% Reduce -37.5% 4,411 $751K
Xxi Wealth, LLC 0.34% Add +7.1% 2,485 $750K
Capstone Financial Advisors, Inc. 0.04% New 2,476 $747K
Private Wealth Asset Management, LLC 0.07% No change 2,470 $745K
Providence Wealth Advisors, LLC 0.44% Add +40.4% 3,060 $745K
Jacobsen Capital Management 0.22% Add +8.4% 2,460 $742K
Legacy Wealth Advisors, LLC 0.32% Add +2.6% 2,443 $737K
Cynosure Group, LLC 0.11% New 2,440 $736K
Montag A & Associates Inc. 0.03% Add +0.2% 2,435 $735K
One Charles Private Wealth Services, LLC 0.17% Add +0.4% 2,430 $733K
United Advisor Group, LLC 0.08% Reduce -8.4% 2,418 $730K
Rydar Equities, Inc. 0.41% Add +47.1% 3,310 $727K
Portfolio Design Labs, LLC 0.12% Reduce -3.6% 2,410 $727K
Revolve Wealth Partners, LLC 0.08% Add +4.9% 2,402 $725K
Retireful, LLC 0.67% Add +4.8% 2,400 $724K
Ridgewood Investments LLC 0.27% Reduce -21.3% 2,400 $724K
Foster Group, Inc. 0.02% Add +21.8% 2,400 $724K
TFB Advisors LLC 0.32% Add +1.1% 2,385 $720K
Commonwealth Financial Services, LLC 0.10% Add +4.3% 2,367 $714K
Beverly Hills Private Wealth, LLC 0.14% Reduce -7.7% 2,362 $713K
Pettyjohn, Wood & White, Inc. 0.10% Add +0.4% 2,359 $712K
PCM Encore, LLC 0.12% Add +49.0% 2,354 $710K
Nwam LLC 0.04% Reduce -15.1% 2,352 $710K
Generali Investments CEE, investicni spolecnost, a.s. 0.03% New 2,350 $709K
Wellspring Financial Advisors, LLC 0.05% Reduce -17.1% 2,339 $706K
Signature Equity Partners, LLC 0.32% Reduce -8.5% 2,334 $704K
Biltmore Family Office, LLC 0.09% Reduce -24.9% 2,334 $704K
Wesbanco Bank Inc. 0.02% Reduce -22.8% 2,331 $703K
MBE Wealth Management, LLC 0.25% No change 2,330 $703K
Brown Financial Advisors 0.24% Reduce -5.7% 2,320 $700K
Integrity Alliance, Llc. 0.02% Reduce -26.2% 2,316 $699K
Bison Wealth, LLC 0.06% Add +12.1% 2,993 $698K
Clearwave Capital, LLC 0.38% Add +54.1% 2,311 $697K
Red Wave Investments LLC 0.18% No change 2,310 $697K
Gilman Hill Asset Management, LLC 0.10% Reduce -14.8% 2,310 $697K
Park Place Capital Corp 0.11% Add +3.1% 2,309 $697K
Warren Street Wealth Advisors, LLC 0.16% Add +0.5% 2,301 $694K
Hutchens & Kramer Investment Management Group, LLC 0.19% Add +16.6% 2,298 $693K
Allred Capital Management, LLC 0.23% Reduce -1.0% 2,287 $690K
Regent Peak Wealth Advisors LLC 0.13% No change 2,280 $688K
Cornerstone Advisory, LLC 0.06% Add +7.9% 2,277 $687K
Sanchez Gaunt Capital Management, LLC 0.38% Reduce -1.1% 2,275 $686K
Essex Bank 0.15% Add +1.0% 2,242 $676K
First National Bank of Hutchinson 0.37% No change 2,240 $676K
Mitchell Capital Management Co. 0.10% No change 2,240 $676K
Round Rock Advisors LLC 0.09% Add +2.8% 2,240 $676K
Traveka Wealth, LLC 0.22% Add +2.2% 2,239 $676K
Clear Creek Financial Management, LLC 0.04% Add +33.2% 2,238 $675K
Private Advisory Group LLC 0.04% Reduce -4.3% 2,231 $673K
Quadcap Wealth Management, LLC 0.07% Add +10.8% 2,226 $672K
J. Safra Sarasin Holding AG 0.01% Reduce -74.5% 1,489 $671K
Financiere des Professionnels - Fonds d'investissement inc. 0.04% No change 2,220 $670K
WealthPLAN Partners, LLC 0.13% Add +3.6% 2,217 $669K
Verus Capital Partners, LLC 0.04% Add +57.9% 2,210 $667K
Berkshire Asset Management LLC 0.03% Add +14.2% 2,203 $665K
Drucker Wealth 3.0, LLC 0.11% Reduce -2.1% 2,202 $665K
Turner Financial Group, Inc. 0.66% — 2,201 $664K
Huntleigh Advisors, Inc. 0.09% No change 2,200 $664K
Mason & Associates Inc 0.11% Reduce -0.3% 2,193 $662K
West Michigan Advisors, LLC 0.13% Add +57.2% 2,185 $659K
Ellenbecker Investment Group 0.08% Reduce -29.3% 2,184 $659K
Osterweis Capital Management Inc. 0.04% No change 2,180 $658K
Smartleaf Asset Management LLC 0.02% Reduce -90.0% 2,362 $658K
Aspen Grove Capital, LLC 0.09% Add +0.5% 2,170 $655K
Greenland Capital Management LP 0.14% New 2,155 $650K
Transcend Capital Advisors, LLC 0.04% Add +7.3% 2,146 $647K
One Wealth Advisors, LLC 0.07% New 2,143 $647K
Buttonwood Financial Advisors Inc. 0.20% No change 2,138 $645K
MV Capital Management, Inc. 0.06% Reduce -0.8% 2,132 $643K
Texas Bank & Trust Co 0.21% No change 2,110 $637K
German American Bancorp, Inc. 0.05% Reduce -10.6% 2,100 $634K
Principle Wealth Partners LLC 0.03% Add +5.7% 2,093 $632K
Koshinski Asset Management, Inc. 0.03% Reduce -40.3% 2,091 $631K
American Institute for Advanced Investment Management, LLP 0.36% Add +22.9% 2,090 $631K
Goldenstone Wealth Management LLC 0.41% Add +3.3% 2,086 $629K
Owl Creek Wealth Partners LLC 0.18% Add +3.5% 2,080 $628K
Inlet Private Wealth, LLC 0.15% Reduce -0.1% 2,077 $627K
Brand Asset Management Group, Inc. 0.14% Add +0.7% 2,075 $626K
Stratos Investment Management, LLC 0.02% Add +4.2% 2,074 $626K
Prelude Capital Management, LLC 0.05% Reduce -24.3% 2,073 $625K
Markin Volterra Fund LP 2.12% Reduce -1.9% 2,070 $625K
MW Advisory, LLC 0.25% — 2,067 $624K
Eurizon SLJ Capital Ltd 0.23% No change 2,060 $622K
Integrated Investment Consultants, LLC 0.12% Add +13.0% 2,057 $621K
Enterprise Financial Services Corp 0.25% Add +7.0% 2,054 $620K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.22% Add +385.0% 2,037 $615K
Daybright Advisory Services, Inc. 0.15% No change 3,353 $613K
Zinnia Wealth Advisory, LLC 0.62% No change 2,030 $612K
Abundance Wealth Counselors 0.04% New 2,030 $612K
Bullock Wealth Management Group 0.27% Add +139.1% 2,295 $611K
CFS Investment Advisory Services, LLC 0.04% Add +0.9% 2,593 $611K
Bull Harbor Capital LLC 0.12% Add +12.3% 2,021 $610K
Douglas Lane & Associates, LLC 0.01% Add +7.9% 2,018 $609K
May Hill Capital, LLC 0.13% Add +25.3% 2,017 $609K
Roehl & Yi Investment Advisors, LLC 0.20% Reduce -31.9% 2,017 $609K
Warburton Capital Management, LLC 0.25% Reduce -1.6% 2,017 $608K
Victory Financial Group, LLC 0.06% Add +17.1% 2,015 $608K
XML Financial, LLC 0.04% Add +12.6% 2,005 $605K
Parsons Capital Management Inc. 0.03% Reduce -10.9% 2,005 $605K
Boyar Asset Management Inc. 0.35% Reduce -24.5% 2,000 $603K
Searle & Co. 0.14% New 2,000 $603K
Decker Wealth Management LLC 0.13% No change 2,000 $603K
LSV Asset Management 0.00% No change 2,000 $603K
Consilio Wealth Advisors, LLC 0.14% Add +1.6% 1,992 $601K
West Branch Capital LLC 0.14% Add +41.0% 1,988 $600K
Rockland Trust Co. 0.02% Reduce -14.8% 1,986 $599K
Vantus Wealth LLC 0.32% — 1,980 $597K
Asset Allocation & Management Company, LLC 0.20% Reduce -53.5% 1,980 $597K
Zions Bancorporation, National Association 0.04% Reduce -15.3% 1,974 $596K
Calydon Capital 0.09% No change 1,970 $594K
Carnegie Investment Counsel 0.01% Reduce -24.8% 1,970 $594K
Legacy Wealth Partners, LLC 0.13% Reduce -6.6% 1,962 $592K
Moody National Bank Trust Division 0.05% No change 1,960 $591K
Motive Wealth Advisors 0.24% Add +4.4% 1,953 $589K
Ferguson Wellman Capital Management, Inc. 0.01% Add +6.6% 1,950 $588K
LeClair Wealth Partners LLC 0.30% New 1,938 $585K
JMN Financial LLC 0.45% Reduce -32.5% 1,938 $585K
Verition Fund Management LLC 0.00% Reduce -72.3% 1,938 $585K
Invera Wealth Advisors, LLC 0.31% New 1,935 $584K
Keyvantage Wealth, LLC 0.22% Reduce -0.5% 1,921 $579K
Palisades Hudson Asset Management, L.P. 0.20% No change 1,920 $579K
Capital Analysts, LLC 0.01% Reduce -10.3% 1,920 $579K
Sepio Capital, LP 0.03% Add +1.6% 1,910 $576K
Stonebrook Private Inc. 0.11% Add +7.3% 1,910 $576K
Plan A Wealth LLC 0.24% Add +8.0% 1,901 $574K
Sovran Advisors, LLC 0.04% Add +4.2% 3,000 $572K
Southland Equity Partners LLC 0.10% Add +0.4% 1,887 $569K
Titleist Asset Management, LLC 0.04% Reduce -9.5% 1,882 $568K
1015 Capital Partners, LLC 0.47% Reduce -1.6% 1,879 $567K
Atwater Malick LLC 0.12% Add +0.8% 1,874 $565K
Poehling Capital Management, INC. 0.12% Reduce -64.5% 1,870 $564K
Werba Rubin Papier Wealth Management 0.07% Reduce -42.1% 1,865 $563K
Venture Visionary Partners LLC 0.02% Add +6.0% 1,855 $560K
Jackson Thornton Wealth Management, LLC 0.04% New 1,850 $558K
Cozad Asset Management Inc. 0.04% No change 1,850 $558K
Panoramic Capital Partners, LLC 0.26% Reduce -20.0% 1,849 $558K
Tocqueville Asset Management L.P. 0.01% Add +19.0% 1,845 $557K
Cannell & Spears LLC 0.01% No change 1,840 $555K
Virtue Capital Management, LLC 0.07% New 1,831 $552K
Bristol John W & Co. Inc. 0.01% No change 1,820 $549K
Volterra Technologies LP 0.35% New 1,818 $549K
Abacus Wealth Partners, LLC 0.06% Reduce -21.2% 1,812 $547K
Canopy Partners, LLC 0.16% Add +1.7% 1,810 $546K
TSA Wealth Managment LLC 0.15% New 1,810 $546K
Teza Capital Management LLC 1.05% New 1,808 $545K
BlackDiamond Wealth Management, LLC 0.22% Add +36.4% 2,824 $544K
Impact Capital Partners LLC 0.15% Reduce -0.9% 1,804 $544K
HBW Advisory Services LLC 0.05% Reduce -56.1% 1,790 $540K
Red Door Wealth Management, LLC 0.05% Add +5.8% 1,788 $539K
SHP Wealth Management 0.04% Add +213.5% 1,787 $539K
Aletheian Wealth Advisors LLC 0.23% Add +4.4% 1,786 $539K
Founders Financial Securities LLC 0.03% Add +3.3% 1,777 $536K
Patten Group, Inc. 0.08% New 1,771 $534K
Plante Moran Financial Advisors, LLC 0.02% Reduce -13.2% 1,770 $534K
Westshore Wealth, LLC 0.17% Reduce -1.4% 1,765 $533K
Riversedge Advisors, LLC 0.07% Add +10.4% 1,756 $530K
Websterrogers Financial Advisors, LLC 0.14% No change 1,750 $528K
Glenview Trust Co 0.01% Add +0.6% 1,740 $525K
Louisbourg Investments Inc. 0.10% Reduce -37.2% 1,820 $522K
Worth Financial Advisory Group, LLC 0.22% New 1,726 $521K
Symmetry Partners, LLC 0.03% Add +1.9% 1,722 $520K
Curbstone Financial Management Corp 0.09% New 1,720 $519K
Martingale Asset Management L P 0.01% No change 1,711 $516K
Stewardship Advisors, LLC 0.11% Add +0.4% 1,707 $515K
Infrastructure Capital Advisors, LLC 0.07% New 1,706 $515K
Values Added Financial LLC 0.19% Add +10.5% 1,702 $514K
Wellington Shields Capital Management, LLC 0.07% No change 1,700 $513K
Capital Investment Counsel, Inc 0.06% Reduce -10.5% 1,700 $513K
D.B. Root & Company, LLC 0.11% Add +1.1% 1,699 $513K
Syntegra Private Wealth Group, LLC 0.04% Add +2.2% 1,696 $512K
Grey Fox Wealth Advisors, LLC 0.08% Add +0.7% 1,692 $511K
Wealthquest Corp 0.03% New 1,690 $510K
Wealth Effects LLC 0.14% No change 1,680 $507K
Hoxton Planning & Management, LLC 0.13% Reduce -1.8% 1,680 $507K
Collaborative Fund Advisors, LLC 0.29% Reduce -76.4% 1,670 $504K
Maloon Powers Pitre Higgins & Dennehy, LLC 0.17% — 1,670 $504K
Summitry LLC 0.02% Add +15.6% 1,664 $502K
Flagship Wealth Advisors, LLC 0.11% No change 1,660 $501K
Sivia Capital Partners, LLC 0.06% No change 1,660 $501K
Members Trust Co 0.02% Reduce -5.7% 1,660 $501K
Renasant Bank 0.32% Add +0.3% 1,655 $499K
Birch Financial Group, LLC 0.26% Reduce -4.6% 1,650 $498K
Traynor Capital Management, Inc. 0.02% New 1,648 $497K
First Command Advisory Services, Inc. 0.00% Add +1955.0% 1,644 $496K
Seven Mile Advisory 0.33% Reduce -9.7% 1,643 $496K
NewSquare Capital LLC 0.04% New 1,636 $494K
City Center Advisors, LLC 0.40% No change 1,630 $492K
Warwick Investment Management, Inc. 0.06% Add +8.0% 1,630 $492K
One Wealth Capital Management, LLC 0.14% New 1,622 $489K
Grant Private Wealth Management Inc 0.21% New 1,620 $489K
TopTier Wealth Management, LLC 0.29% Add +0.1% 1,612 $486K
Clifford Swan Investment Counsel LLC 0.02% Reduce -1.2% 1,610 $486K
Planning Alternatives Ltd. 0.05% Add +8.0% 1,609 $485K
Main Street Research LLC 0.02% Reduce -9.4% 1,604 $484K
Coppell Advisory Solutions LLC 0.04% New 2,621 $483K
Anchor Investment Management, LLC 0.04% Add +32.5% 1,590 $480K
Compass Capital Corp. /Ma/ 0.16% Reduce -7.9% 2,311 $480K
Keating Financial Advisory Services, Inc. 0.06% Add +41.8% 1,588 $479K
Balentine LLC 0.02% New 1,580 $477K
Clarity Financial LLC 0.04% Add +0.1% 1,562 $471K
MOKAN Wealth Management Inc. 0.18% New 1,555 $471K
Phillips Financial Management, LLC 0.03% New 1,557 $470K
Elwood & Goetz Wealth Advisory Group, LLC 0.07% Reduce -36.9% 1,552 $468K
CogentBlue Wealth Advisors, LLC 0.27% Reduce -1.9% 1,550 $468K
Fca Corp. 0.12% Reduce -3.3% 1,548 $467K
Wealth Enhancement Trust Services, Inc. 0.05% Reduce -37.4% 1,540 $465K
TigerOak Management, L.L.C. 0.13% No change 1,540 $465K
Capital Asset Advisory Services LLC 0.02% Reduce -8.1% 1,535 $463K
QTR Family Wealth, LLC 0.16% Add +20.7% 1,533 $462K
Forum Financial Management, LP 0.01% No change 1,530 $462K
Blueshift Asset Management, LLC 0.11% New 1,528 $461K
Triton Wealth Management, PLLC 0.14% Add +26.6% 2,076 $459K
Mayflower Financial Advisors, LLC 0.04% New 1,521 $459K
EnRich Financial Partners LLC 0.11% No change 1,520 $459K
Horizon Bancorp Inc. 0.21% Reduce -2.0% 1,519 $458K
Transamerica Financial Advisors, LLC 0.04% Add +20.3% 1,516 $458K
RHS Financial, LLC 0.18% Reduce -14.9% 1,514 $457K
Francis Financial, Inc. 0.07% Add +4.4% 1,514 $457K
Greystone Financial Group, LLC 0.13% Reduce -42.3% 1,512 $456K
Index Technologies Group LLC 0.36% Reduce -12.2% 1,510 $456K
Lakeshore Financial Planning, Inc. 0.15% No change 1,510 $456K
Clifford Group, LLC 0.31% No change 1,500 $453K
Ames National Corp. 0.25% No change 1,500 $453K
Potentia Wealth 0.19% No change 1,500 $453K
one8zero8, LLC 0.09% No change 1,500 $453K
Absher Wealth Management, LLC 0.05% Reduce -29.6% 1,500 $453K
Hodges Capital Management Inc. 0.03% No change 1,500 $453K
Summit Wealth Group LLC / Co. 0.04% New 1,489 $449K
Canvas Wealth Advisors, LLC 0.06% Add +4.7% 1,486 $448K
Parsonex Advisory Services, Inc. 0.39% Reduce -20.6% 1,485 $448K
Paulson Wealth Management Inc. 0.09% Add +1.6% 1,483 $447K
Capital Advisors Inc. 0.01% New 1,480 $447K
Carret Asset Management, LLC 0.04% Reduce -2.6% 1,480 $447K
Annex Advisory Services, LLC 0.01% Add +6.2% 1,476 $445K
Sovereign Financial Group, Inc. 0.07% New 1,470 $444K
VestGen Investment Management 0.24% Reduce -11.4% 1,470 $444K
Wealth Management Associates, Inc. 0.12% Reduce -19.7% 1,470 $444K
Gerber Kawasaki Wealth & Investment Management 0.01% New 1,464 $442K
AGH Wealth Advisors, LLC 0.28% New 1,461 $441K
Secure Asset Management, LLC 0.06% New 1,460 $441K
Everett Harris & Co. 0.01% No change 1,460 $440K
Donaldson Capital Management, LLC 0.01% Add +3.0% 1,453 $438K
Stonehearth Capital Management, LLC 0.15% Reduce -41.3% 1,451 $438K
Focus Financial Network, Inc. 0.01% New 1,438 $434K
Crusonia Wealth Advisors LLC 0.07% New 1,435 $433K
Cogent Private Wealth, Inc. 0.27% Add +1.6% 1,432 $432K
Meridian Management Co. 0.10% No change 1,420 $428K
Mayport, LLC 0.07% Reduce -6.0% 1,420 $428K
Brown Miller Wealth Management, LLC 0.11% New 1,418 $428K
Sutton Place Investors LLC 0.21% Reduce -2.3% 1,417 $428K
Amicus Financial Advisors, LLC 0.10% Reduce -18.6% 1,417 $427K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 1.30% Reduce -34.3% 1,412 $426K
Bouchey Financial Group, Ltd. 0.03% Add +13.9% 1,412 $426K
Blue Square Asset Management, LLC 0.17% No change 1,410 $425K
Alteri Wealth LLC 0.12% Add +0.2% 1,403 $423K
Maridea Wealth Management LLC 0.05% New 1,400 $422K
Evansbrook LLC 0.25% No change 1,400 $422K
Salvus Wealth Management, LLC 0.24% No change 1,400 $422K
Trillium Asset Management, LLC 0.01% Reduce -16.7% 1,400 $422K
Davis R M Inc. 0.01% New 1,400 $422K
West Paces Advisors Inc. 0.07% Reduce -7.1% 1,394 $421K
Rothschild Wealth LLC 0.03% New 1,393 $420K
Beaumont Financial Advisors, LLC 0.03% New 1,393 $420K
StoryOne LLC 0.20% New 1,390 $419K
Bar Harbor Wealth Management 0.02% Reduce -9.7% 1,390 $419K
First National Trust Co 0.01% No change 1,390 $419K
Waystone Advisors LLC 0.31% Reduce -0.1% 1,388 $419K
First Foundation Advisors 0.02% New 1,387 $418K
Avior Wealth Management, LLC 0.01% New 1,385 $418K
Hamilton Capital, LLC 0.02% Reduce -58.2% 1,385 $418K
LYNX Capital Group Ltd. 0.17% No change 1,380 $416K
Northwest Wealth Management, LLC 0.05% No change 1,370 $413K
United Asset Strategies, Inc. 0.03% New 1,370 $413K
Everest Private Wealth 0.15% Reduce -3.0% 1,368 $413K
GW&K Investment Management, LLC 0.00% Reduce -1.8% 1,365 $412K
Boothbay Fund Management, LLC 0.01% New 1,364 $412K
Howard Financial Services, LTD. 0.04% New 1,361 $411K
Astra Wealth Partners LLC 0.23% Reduce -6.2% 1,360 $410K
Clarus Group, Inc. 0.14% No change 1,360 $410K
Littlejohn Financial Services, Inc. 0.30% New 1,354 $409K
Wayfinding Financial, LLC 0.15% New 1,350 $407K
Brucke Financial, Inc. 0.18% New 1,333 $402K
Independent Solutions Wealth Management, LLC 0.05% New 1,333 $402K
EdgeRock Capital LLC 0.09% New 1,331 $402K
S.A. Mason LLC 0.12% New 1,325 $400K
Stokes Capital Advisors, LLC 0.09% New 1,325 $400K
Prasad Wealth Partners, LLC 0.10% New 1,314 $396K
TCI Wealth Advisors, Inc. 0.02% New 1,310 $395K
Outlook Capital Management, LLC 0.13% — 1,310 $395K
ICW Investment Advisors LLC 0.14% New 1,308 $395K
Advisor Resource Council 0.13% Reduce -0.6% 1,690 $394K
TCP Asset Management, LLC 0.04% New 1,306 $394K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Add +65.2% 1,305 $394K
Expressive Wealth LLC 0.37% New 1,300 $392K
Forza Wealth Management, LLC 0.12% New 1,300 $392K
Investment Advisory Group, LLC 0.08% New 1,297 $391K
Synergy Asset Management, LLC 0.04% Reduce -74.9% 1,296 $391K
Purkiss Capital Advisors LLC 0.15% New 1,294 $390K
Copley Financial Group, Inc. 0.24% Reduce -40.5% 1,291 $390K
Detalus Advisors, LLC 0.08% Reduce -13.4% 1,290 $389K
Rockingstone Advisors LLC 0.16% New 1,290 $389K
Clear Wave Wealth Management LLC 0.09% New 1,287 $388K
Nottingham Advisors, Inc. 0.05% No change 1,870 $388K
Endeavor Private Wealth, Inc. 0.09% New 1,283 $387K
Prentice Wealth Management LLC 0.08% New 1,280 $386K
Kavar Capital Partners Group, LLC 0.05% New 1,280 $386K
Guardian Wealth Advisors, LLC / NC 0.02% New 1,276 $385K
Innovative Asset Advisors Group, LLC 0.17% Add +30.1% 1,275 $385K
Franklin Street Advisors Inc. 0.02% Reduce -15.0% 1,275 $385K
Falcon Wealth Planning 0.02% New 1,274 $384K
Capital Investment Management, Inc. 0.12% Reduce -25.7% 1,271 $383K
Sittner & Nelson, LLC 0.12% No change 1,270 $383K
Whalerock Point Partners, LLC 0.07% New 1,270 $383K
Emerald Investment Advisers, LLC 0.03% New 1,270 $383K
Andina Capital Management, LLC 0.63% Reduce -60.6% 1,266 $382K
Topsail Wealth Management, LLC 0.05% New 1,260 $380K
Fortis Capital Management LLC 0.04% New 1,257 $379K
Willow Creek Capital Management, Inc. 0.37% — 1,250 $377K
Palladiem, LLC 0.37% Add +26.3% 1,250 $377K
Mitchell & Pahl Private Wealth, LLC 0.14% New 1,250 $377K
Heritage Wealth Advisors 0.01% No change 1,250 $377K
Skyline Advisors, Inc. 0.12% Reduce -9.8% 1,245 $376K
Sage Rhino Capital LLC 0.06% New 1,243 $375K
Foresight Capital Management Advisors, Inc. 0.18% Reduce -15.5% 1,242 $375K
Allodium Investment Consultants, LLC 0.16% New 1,240 $374K
SGL Investment Advisors, Inc. 0.13% New 1,934 $373K
Onyx Bridge Wealth Group LLC 0.03% New 1,232 $372K
Prairie Advisory, LLC 0.09% — 1,231 $371K
Forte Asset Management LLC 0.15% New 1,230 $371K
Global Financial Private Client, LLC 0.10% New 1,225 $370K
Stegent Equity Advisors, Inc. 0.26% New 1,223 $369K
Mowery & Schoenfeld Wealth Management, LLC 0.50% No change 1,220 $368K
Key Financial Inc 0.06% No change 1,220 $368K
Puff Wealth Management, LLC 0.37% — 1,217 $367K
Collective Family Office LLC 0.07% New 1,211 $365K
Badgley Phelps Wealth Managers, LLC 0.01% New 1,210 $365K
Pinnacle Bancorp, Inc. 0.10% No change 1,210 $365K
Cardiff Park Advisors, LLC 0.03% New 1,210 $365K
Ceeto Capital Group, LLC 0.10% New 1,210 $365K
RB Capital Management, LLC 0.07% New 1,207 $364K
Dynamic Wealth Strategies, LLC 0.19% Reduce -35.2% 1,205 $364K
IFG Advisory, LLC 0.01% Add +1403.8% 1,203 $363K
apricus wealth, LLC 0.17% New 1,200 $362K
Etesian Wealth Advisors, Inc. 0.11% New 1,200 $362K
Resurgent Financial Advisors LLC 0.10% New 1,200 $362K
Stelac Advisory Services LLC 0.07% No change 1,200 $362K
Tobias Financial Advisors, Inc. 0.05% New 1,200 $362K
Betterment LLC 0.00% New 1,200 $362K
Brookwood Investment Group LLC 0.04% New 1,191 $359K
Aspiriant, LLC 0.01% New 1,190 $359K
Tenet Wealth Partners, LLC 0.27% — 1,762 $358K
Phillips Wealth Planners LLC 0.26% Reduce -18.8% 1,648 $357K
TCTC Holdings, LLC 0.01% New 1,181 $356K
Cape Investment Advisory, Inc. 0.10% New 1,181 $356K
Atlas Legacy Advisors, LLC 0.05% New 988 $356K
Thor Investment Management Inc. /Oh/ 0.20% New 1,180 $356K
Shira Ridge Wealth Management 0.12% New 1,180 $356K
Busey Bank 0.01% New 1,180 $356K
KOM Wealth Management Group, LLC 0.21% New 1,177 $355K
LeConte Wealth Management, LLC 0.19% Reduce -15.3% 1,177 $355K
Beacon Investment Advisors LLC 0.11% New 1,174 $354K
SOA Wealth Advisors, LLC. 0.06% Reduce -18.1% 1,171 $353K
Octavia Wealth Advisors, LLC 0.03% Reduce -19.4% 1,169 $353K
Steinberganna Wealth Management 0.14% Reduce -22.1% 1,168 $352K
Flatrock Wealth Partners LLC 0.14% New 1,161 $350K
Orcam Financial Group 0.17% New 1,160 $350K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.02% New 1,160 $350K
Moody LYNN Lieberson & Walker, LLC 0.02% New 1,160 $350K
ProCore Advisors, LLC 0.43% New 1,156 $349K
Colonial River Investments, LLC 0.10% New 1,156 $349K
Investment Research Partners LLC 0.12% New 1,150 $347K
Money Concepts Capital Corp. 0.02% New 1,150 $347K
Cherrydale Wealth Management, LLC 0.09% New 1,149 $347K
Founders Financial Alliance, LLC 0.05% New 1,144 $345K
Regatta Capital Group, LLC 0.05% New 1,140 $344K
Stonehaven Wealth & Tax Solutions, LLC 0.28% New 1,140 $344K
Hill Island Financial LLC 0.07% New 1,140 $344K
Corus Family Wealth Advisors 0.24% New 1,138 $343K
Invst, LLC 0.03% New 1,137 $343K
M3 Advisory Group, LLC 0.18% Reduce -20.1% 1,135 $342K
Sandy Cove Advisors, LLC 0.09% New 1,133 $342K
Rockbridge Asset Management LLC 0.22% New 1,130 $341K
Crestmont Private Wealth LLC 0.10% Reduce -39.3% 1,130 $341K
Financial Management Professionals, Inc. 0.03% Add +527.8% 1,130 $341K
HORAN Wealth, LLC 0.04% New 1,124 $339K
Seldon Capital LP 0.11% New 1,120 $338K
Redhawk Wealth Advisors, Inc. 0.03% New 1,118 $337K
Atlas Brown,Inc. 0.09% New 1,115 $336K
New World Advisors LLC 0.06% New 1,112 $336K
Axiom Investment Management LLC 0.22% Reduce -4.2% 1,111 $335K
Arrowroot Family Office, LLC 0.10% New 1,111 $335K
Mittelman Wealth Management 0.22% New 300 $335K
New Covenant Trust Company, N.A. 0.25% New 1,108 $334K
RKL Wealth Management LLC 0.03% New 1,108 $334K
Legacy Financial Strategies, LLC 0.05% Reduce -36.2% 1,103 $333K
Thrive Wealth Management, LLC 0.04% New 1,102 $332K
Acorn Creek Capital LLC 0.11% New 1,100 $332K
Frederick Financial Consultants, LLC 0.14% New 1,100 $332K
RPG Investment Advisory, LLC 0.03% New 1,100 $332K
Hamilton Point Investment Advisors, LLC 0.05% New 1,098 $331K
COFG Advisors, LLC 0.06% New 1,090 $329K
Hollencrest Capital Management 0.02% Reduce -97.3% 1,090 $329K
CHICAGO TRUST Co NA 0.05% New 1,090 $329K
Crown Wealth Group, LLC 0.08% New 1,087 $328K
Independent Wealth Network Inc. 0.08% New 1,085 $327K
Cpwa, LLC 0.38% New 1,082 $326K
Sterling Investment Counsel, LLC 0.08% New 1,080 $326K
United Community Bank 0.10% Reduce -8.5% 1,080 $326K
Private Management Group Inc. 0.01% New 1,080 $326K
Stonebridge Capital Advisors LLC 0.02% New 1,076 $325K
Petra Financial Advisors Inc. 0.15% New 1,076 $325K
Atlanta Consulting Group Advisors, LLC 0.05% New 1,075 $324K
Orion Capital Management LLC 0.10% Reduce -3.2% 1,074 $324K
Polymer Capital Management (HK) LTD 0.03% New 1,070 $323K
Lyell Wealth Management, LP 0.02% New 1,070 $323K
Fulton Breakefield Broenniman LLC 0.02% New 1,070 $323K
Lakeridge Wealth Management LLC 0.12% New 1,069 $322K
Golden Road Advisors LLC 0.16% New 1,066 $322K
Guerra Pan Advisors, LLC 0.18% New 1,060 $320K
Breakwater Capital Group 0.04% New 1,060 $320K
Chilton Investment Co. Inc. 0.01% New 1,060 $320K
Crewe Advisors LLC 0.02% Add +252.7% 1,058 $319K
National Philanthropic Trust 0.00% New 1,057 $319K
Focused Wealth Management, Inc 0.03% New 1,055 $318K
AMG Asset Management Group, Inc. 0.20% New 1,051 $317K
SilverOak Wealth Management LLC 0.04% New 1,050 $317K
Keudell/Morrison Wealth Management 0.06% Reduce -45.8% 1,040 $314K
Performance Wealth Partners, LLC 0.01% New 1,040 $314K
Sax Wealth Advisors, LLC 0.01% New 213 $313K
Baron Silver Stevens Financial Advisors, LLC 0.04% New 1,030 $311K
TPG Financial Advisors, LLC 0.09% New 1,029 $310K
Wbi Investments, LLC 0.08% New 1,026 $309K
Carrera Capital Advisors 0.05% New 1,023 $308K
Clark Asset Management, LLC 0.02% New 1,021 $308K
Gould Asset Management LLC 0.05% New 1,020 $308K
Gemmer Asset Management LLC 0.02% New 1,020 $308K
Founders Grove Wealth Partners, LLC 0.06% New 1,018 $307K
Park National Corp. 0.01% New 1,017 $307K
Human Investing LLC 0.04% New 1,017 $307K
Kondo Wealth Advisors, Inc. 0.10% New 1,012 $305K
Crawford Investment Counsel Inc. 0.01% New 1,011 $305K
Toth Financial Advisory Corp. 0.03% No change 1,010 $305K
Arbor Trust Wealth Advisors, LLC 0.12% New 1,010 $305K
Dock Street Asset Management Inc. 0.03% New 1,010 $305K
UNIVEST FINANCIAL Corp 0.01% New 1,010 $305K
Beacon Financial Advisory LLC 0.06% New 1,009 $304K
Lecap Asset Management Ltd. 0.13% New 1,008 $304K
CWS Financial Advisors, LLC 0.07% New 1,004 $303K
First PREMIER Bank 0.05% No change 1,000 $302K
Guild Investment Management, Inc. 0.21% New 1,000 $302K
Kieckhefer Group LLC 0.12% New 1,000 $302K
Gibson Capital, LLC 0.05% New 1,000 $302K
Altiora Financial Group, LLC 0.05% New 1,000 $302K
Lavaca Capital LLC 0.03% No change 1,000 $302K
Steigerwald, Gordon & Koch Inc. 0.03% No change 1,000 $302K
Brandywine Oak Private Wealth LLC 0.02% New 1,000 $302K
Edgemoor Investment Advisors, Inc. 0.02% New 1,000 $302K
WBH Advisory Inc. 0.02% New 1,000 $302K
GC Wealth Management RIA, LLC 0.02% Reduce -35.5% 1,000 $302K
Gabelli Funds LLC 0.00% New 1,000 $302K
E6 Portfolios, LLC 0.24% New 990 $299K
LRI Investments, LLC 0.02% Add +5.3% 990 $299K
SouthState Bank Corp 0.01% Add +1.0% 990 $299K
Grand Wealth Management, LLC 0.12% New 987 $298K
Townsend Asset Management Corp. /NC/ 0.10% New 987 $298K
Port Capital LLC 0.01% New 986 $297K
Baron Wealth Management LLC 0.08% New 985 $297K
SpringVest Wealth Management LLC 0.19% New 980 $296K
Auxano Advisors, LLC 0.06% New 975 $294K
Brio Consultants, LLC 0.03% New 972 $293K
Polymer Capital Management (US) LLC 0.04% Reduce -43.5% 971 $293K
Integrated Wealthcare, LLC 0.22% New 970 $293K
Ipswich Investment Management Co., Inc. 0.06% New 970 $293K
DMKC Advisory Services, LLC 0.06% Reduce -40.5% 970 $293K
AlTi Global, Inc. 0.01% New 970 $293K
Wealth Science Advisors LLC 0.13% New 968 $292K
Latitude Advisors, LLC 0.12% Reduce -63.5% 966 $291K
Centennial Wealth Advisory LLC 0.06% Reduce -53.5% 963 $291K
Magnus Financial Group LLC 0.02% New 960 $290K
First Merchants Corp. 0.01% New 960 $290K
Intergy Private Wealth, LLC 0.07% New 959 $289K
Aventura Private Wealth, LLC 0.09% Add +112.7% 957 $289K
Nicholas Hoffman & Company, LLC. 0.01% New 955 $288K
Signal Advisors Wealth, LLC 0.01% New 951 $287K
Capstone Capital LLC 0.16% New 950 $287K
Lantz Financial LLC 0.05% New 946 $285K
Earned Wealth Advisors, LLC 0.02% Reduce -67.9% 944 $285K
Cypress Wealth Services, LLC 0.04% New 944 $285K
Vicus Capital 0.02% Reduce -43.8% 944 $285K
Hidden Cove Wealth Management, LLC 0.16% New 942 $284K
Old North State Trust, LLC 0.15% New 940 $284K
August Group Capital Ltd 0.31% New 940 $284K
Valued Retirements, Inc. 0.25% New 940 $284K
FreeGulliver LLC 0.10% New 940 $284K
Castle Wealth Management LLC 0.08% New 940 $284K
Arvest Bank Trust Division 0.01% New 940 $284K
Paladin Wealth, LLC 0.16% New 937 $283K
Summit Financial Strategies, Inc. 0.02% New 932 $281K
Verum Partners LLC 0.04% New 928 $280K
Frisch Financial Group, Inc. 0.05% New 928 $280K
Nautilus Advisors LLC 0.16% New 1,204 $279K
Fusion Capital, LLC 0.06% New 921 $278K
Vance Wealth, LLC 0.06% New 921 $278K
Market Street Wealth Management Advisors LLC 0.04% New 921 $278K
Visionary Wealth Advisors 0.01% New 920 $278K
Cedarwood Wealth LLC 0.21% New 917 $277K
Alpha Financial Partners LLC 0.15% New 916 $276K
Verity Asset Management, Inc. 0.10% New 915 $276K
BigSur Wealth Management LLC 0.07% New 913 $275K
Garden State Investment Advisory Services LLC 0.05% New 911 $275K
Shepherd Financial Partners LLC 0.02% New 911 $275K
Modera Wealth Management, LLC 0.00% New 911 $275K
NerdWallet Wealth Partners, LLC 0.09% New 910 $275K
Braun Stacey Associates Inc. 0.01% New 910 $275K
Cyndeo Wealth Partners, LLC 0.01% New 909 $274K
Vista Capital Partners, Inc. 0.02% New 906 $273K
Leslie Global Wealth, LLC 0.11% New 904 $273K
Mitchell Sinkler & Starr 0.11% New 900 $272K
Left Brain Wealth Management, LLC 0.08% New 900 $272K
Hutchinson Capital Management 0.05% New 900 $272K
Manhattan West Asset Management, LLC 0.05% New 900 $272K
Sargent Investment Group, LLC 0.03% New 900 $272K
Eaton-Cambridge Inc. 0.08% New 897 $271K
Vantage Point Financial LLC 0.08% New 895 $270K
Virtus Advisers, LLC 0.11% Reduce -11.4% 895 $270K
Claret Asset Management Corp 0.03% Reduce -66.4% 890 $269K
Carter Financial Group, INC. 0.14% New 891 $269K
First American Trust, FSB 0.02% New 891 $269K
Financial Security Advisor, Inc. 0.04% New 890 $269K
Platform Technology Partners 0.04% New 890 $269K
Palumbo Wealth Management LLC 0.06% New 888 $268K
Walter & Keenan Wealth Management LLC /in/ 0.07% New 882 $266K
Terra Nova Asset Management LLC 0.16% New 880 $266K
Investment Partners Asset Management, Inc. 0.15% New 880 $266K
Benchmark Financial Wealth Advisors, LLC 0.07% New 874 $264K
ACT Advisors, LLC. 0.09% New 870 $263K
Rise Advisors, LLC 0.07% New 868 $262K
marrick wealth, LLC 0.19% New 865 $261K
Foster Dykema Cabot & Partners, LLC 0.02% No change 860 $259K
HighPoint Advisor Group LLC 0.01% New 857 $259K
Patron Partners, LLC 0.10% New 855 $258K
ProVise Management Group, LLC 0.02% New 855 $258K
Prossimo Advisors, LLC 1.48% New 853 $257K
Bright Futures Wealth Management, LLC. 0.17% New 850 $257K
Oakworth Capital, Inc. 0.01% No change 850 $256K
Cannon Wealth Management Services, LLC 0.14% New 850 $256K
Laurel Wealth Advisors LLC 0.02% New 850 $256K
Wescott Financial Advisory Group, LLC 0.02% New 847 $256K
DecisionMap Wealth Management, LLC 0.14% New 845 $255K
Ducere Wealth Management LLC 0.08% New 845 $255K
WP Advisors, LLC 0.06% New 845 $255K
Strategic Blueprint, LLC 0.01% New 841 $254K
Wellington-Altus USA Inc. 0.18% Reduce -99.0% 172 $253K
Optivise Advisory Services LLC 0.13% New 837 $252K
Bryant Woods Investment Advisors, LLC 0.07% New 833 $251K
Peak Financial Management, Inc. 0.06% New 832 $251K
Markin Asset Management, LP 0.21% New 830 $250K
Ancora Advisors LLC 0.00% Add +58.3% 823 $248K
Foronjy Financial LLC 0.09% New 822 $248K
GWN Securities Inc. 0.04% New 820 $248K
Piedmont Capital Management, LLC 0.15% New 820 $247K
American Alpha Advisors, LLC 0.15% New 820 $247K
Redwood Financial Network Corp 0.14% New 819 $247K
M.E. Allison & Co., Inc. 0.14% New 811 $245K
Nelson Capital Management, LLC 0.03% New 810 $244K
Birch Hill Investment Advisors LLC 0.01% New 810 $244K
Piscataqua Savings Bank 0.17% No change 810 $244K
Insight Advisors, LLC/ PA 0.04% New 809 $244K
Strata Wealth Advisors, LLC 0.06% New 809 $244K
Fi3 FINANCIAL ADVISORS, LLC 0.06% Add +47.7% 2,658 $244K
FDx Advisors, Inc. 0.07% New 804 $243K
Bell Investment Advisors, Inc 0.04% Reduce -1.0% 802 $242K
Gerber, LLC 0.11% New 800 $241K
jvl associates llc 0.07% New 800 $241K
Payne Capital Management, LLC 0.06% New 800 $241K
Evernest Financial Advisors, LLC 0.05% New 800 $241K
CM Wealth Advisors LLC 0.04% New 800 $241K
Marietta Investment Partners LLC 0.04% New 800 $241K
Horizon Wealth Management, LLC 0.03% New 800 $241K
Beacon Investment Advisory Services, Inc. 0.01% No change 800 $241K
Hennessy Advisors Inc. 0.01% New 800 $241K
Lockerman Financial Group, Inc. 0.37% New 798 $241K
Mission Financial Group, LLC 0.20% — 795 $240K
Prospect Financial Group LLC 0.19% New 795 $240K
Meridian Wealth Partners, LLC 0.03% New 794 $240K
Hardy Reed LLC 0.02% Reduce -62.3% 792 $239K
PMG Family Office LLC 0.22% New 790 $238K
Gaddis Premier Wealth Advisors LLC 0.15% New 790 $238K
Saiph Capital, LLC 0.07% New 790 $238K
Anderson Hoagland & Co. 0.02% New 790 $238K
Stonebridge Financial Group, LLC / MO 0.16% New 783 $236K
25 LLC 0.06% New 781 $236K
Hobart Private Capital, LLC 0.04% New 776 $234K
Guardian Wealth Management, Inc. 0.11% New 770 $232K
Proffitt & Goodson Inc. 0.03% Reduce -12.5% 770 $232K
WPG Advisers, LLC 0.14% Add +78.4% 767 $231K
Convergence Investment Partners, LLC 0.02% New 765 $231K
Defined Wealth Management, LLC 0.12% New 763 $230K
Westmount Partners, LLC 0.05% Reduce -70.0% 762 $230K
Ranch Capital Advisors Inc. 0.07% New 760 $229K
Boreal Capital Management LLC 0.20% Add +22.6% 760 $229K
Infinity Wealth Counsel, LLC 0.19% New 760 $229K
Boyd Watterson Asset Management LLC 0.06% No change 760 $229K
Curat Global, LLC 0.19% Reduce -49.9% 2,368 $228K
Balboa Wealth Partners 0.03% New 755 $228K
Centurion Wealth Management LLC 0.05% New 754 $227K
Instrumental Wealth, LLC 0.11% New 752 $227K
Bluebird Wealth Management LLC 0.20% New 750 $226K
Royal Capital Wealth Management, LLC 0.13% New 750 $226K
Fourth Dimension Wealth, LLC 0.07% New 750 $226K
Baldwin Investment Management, LLC 0.02% New 750 $226K
Legacy Wealth Managment, LLC 0.09% Add +1.1% 748 $226K
Hanson & Doremus Investment Management 0.02% Reduce -29.5% 747 $225K
Layline Advisors, LLC 0.20% New 743 $224K
Pacifica Partners Inc. 0.07% No change 950 $224K
MontVue Capital Management, Inc. 0.13% New 740 $223K
Matters Capital LLC 0.16% New 740 $223K
Reyes Financial Architecture, Inc. 0.13% Add +13.8% 740 $223K
Wellington Grp LLC 0.06% Reduce -9.8% 740 $223K
Fiduciary Financial Advisors 0.02% New 740 $223K
Wiser Wealth Management, Inc 0.04% New 737 $222K
Connecticut Wealth Management, LLC 0.01% New 736 $222K
Cora Capital Advisors LLC 0.06% New 731 $221K
Woodstock Corp. 0.02% New 731 $221K
RiverTree Advisors, LLC 0.13% New 730 $220K
StrongBox Wealth, LLC 0.06% New 730 $220K
Stevens Capital Partners 0.04% New 727 $219K
Johnson Wealth Management, LLC 0.09% New 725 $219K
Salomon & Ludwin, LLC 0.02% Reduce -4.7% 820 $218K
Finivi Inc. 0.11% New 723 $218K
Echo45 Advisors LLC 0.11% New 720 $217K
WoodTrust Financial Corp 0.03% New 718 $217K
Sound Financial Strategies Group, LLC 0.14% New 718 $217K
Successful Portfolios LLC 0.10% New 930 $215K
Byrne Asset Management LLC 0.12% No change 710 $214K
Presper Financial Architects, LLC 0.11% New 710 $214K
PKS Advisory Services, LLC 0.03% New 707 $213K
Vigilare Wealth Management 0.07% Reduce -48.5% 706 $213K
Lantern Wealth Advisors, LLC 0.10% New 701 $212K
Markowski Investments 0.05% — 700 $211K
Xcelsior Advisor Partners LLC 0.03% New 700 $211K
Mustard Seed Financial, LLC 0.11% New 700 $211K
Pacific Sun Financial Corp 0.09% New 700 $211K
Paces Ferry Wealth Advisors, LLC 0.08% New 700 $211K
Altman Advisors, Inc. 0.08% New 700 $211K
Centennial Bank 0.07% No change 700 $211K
Meridian Investment Counsel Inc. 0.05% New 700 $211K
Schmidt P J Investment Management Inc. 0.03% New 700 $211K
CVFG LLC 0.02% New 700 $211K
Permanens Capital L.P. 0.02% New 700 $211K
Accelerate Investment Advisors LLC 0.12% New 699 $211K
XY Planning Network, Inc. 0.03% New 698 $211K
WFA of San Diego, LLC 0.17% No change 1,000 $209K
LongView Wealth Management 0.05% New 692 $209K
Argent Advisors, Inc. 0.05% New 690 $208K
Fermata Advisors, LLC 0.04% New 690 $208K
Welch Group, LLC 0.01% New 690 $208K
Talisman Wealth Advisors LLC 0.15% New 689 $208K
Synergy Investment Management, LLC 0.05% Add +625.3% 1,088 $208K
John W. Brooker & Co., CPAs 0.25% New 684 $206K
West Wealth Group, LLC 0.03% New 683 $206K
Centerpoint Advisors, LLC 0.06% Reduce -6.3% 684 $206K
Essential Planning, LLC. 0.06% New 680 $205K
South Street Advisors LLC 0.03% New 680 $205K
Legacy Edge Advisors, LLC 0.02% New 680 $205K
Nemes Rush Group LLC 0.02% Add +41.7% 680 $205K
Avid Wealth Partners LLC 0.10% New 679 $205K
Tradition Wealth Management, LLC 0.01% New 679 $205K
DeDora Capital, Inc. 0.04% New 678 $205K
Members Wealth LLC 0.11% New 676 $204K
Fulcrum Equity Management 0.16% New 674 $203K
JDH Wealth Management, LLC 0.12% New 673 $203K
Financial Engines Advisors L.L.C. 0.00% New 673 $203K
Covestor Ltd 0.12% Reduce -6.8% 671 $203K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.02% New 672 $203K
Schear Investment Advisers, LLC 0.07% New 670 $202K
PAX Financial Group, LLC 0.03% New 668 $202K
Pictet North America Advisors SA 0.02% New 666 $201K
TRUE Private Wealth Advisors 0.02% New 666 $201K
Alternative Investment Advisors, LLC. 0.08% New 665 $201K
Southern Michigan Bank & Trust 0.07% No change 660 $199K
Jackson, Grant Investment Advisers, Inc. 0.06% No change 660 $199K
Olistico Wealth, LLC 0.08% Reduce -0.3% 658 $199K
Colonial Trust Co / SC 0.02% Reduce -14.1% 644 $194K
Peak Retirement Planning, Inc. 0.03% New 641 $193K
Addison Advisors LLC 0.09% Reduce -7.3% 640 $193K
Prosperity Bancshares Inc 0.13% No change 640 $193K
Ameriflex Group, Inc. 0.08% Reduce -6.5% 636 $192K
Ares Financial Consulting, LLC 0.14% Add +0.2% 631 $190K
Tobam 0.05% Reduce -5.8% 631 $190K
Fortitude Family Office, LLC 0.04% Add +51.2% 620 $187K
Wilkerson Advisory Group LLC 0.06% Reduce -52.6% 612 $185K
CNB Bank 0.07% Reduce -10.4% 600 $181K
Sachetta, LLC 0.09% Add +12.1% 594 $179K
Lanark Financial, Inc. 0.01% Reduce -28.6% 593 $179K
HHM Wealth Advisors, LLC 0.02% Reduce -1.7% 580 $175K
Clearstead Trust, LLC 0.02% Reduce -12.3% 570 $172K
Westfuller Advisors, LLC 0.06% Add +125.2% 563 $170K
Lodestone Wealth Management LLC 0.06% No change 560 $169K
Evelyn Partners Group Ltd 0.00% — 560 $169K
IMG Wealth Management, Inc. 0.09% Add +66.7% 550 $166K
First Pacific Financial 0.02% Reduce -9.8% 523 $158K
Physician Wealth Advisors, Inc. 0.02% Add +4.4% 522 $157K
Brown, Lisle/Cummings, Inc. 0.04% Add +100.0% 520 $157K
IMA Advisory Services, Inc. 0.01% Add +5070.0% 517 $156K
Gables Capital Management Inc. 0.06% No change 510 $154K
Archer Investment Corp 0.03% Reduce -23.1% 500 $151K
Rational Advisors, Inc. 0.01% Add +14.4% 492 $148K
BIT Capital GmbH 0.01% New 490 $148K
Joseph Group Capital Management 0.03% Add +18.8% 487 $147K
Essential Partners LLC 0.07% Reduce -17.2% 480 $145K
Altshuler Shaham Ltd 0.00% Add +268.5% 479 $145K
Kemnay Advisory Services Inc. 0.02% Reduce -0.8% 466 $141K
Atwood & Palmer Inc. 0.01% No change 460 $139K
1620 Investment Advisors, Inc. 0.09% Add +1.8% 458 $138K
Independence Bank of Kentucky 0.02% Reduce -30.8% 450 $136K
Estabrook Capital Management 0.02% No change 440 $133K
Frazier Financial Advisors, LLC 0.06% Reduce -39.3% 425 $128K
Highline Wealth Partners LLC 0.03% Add +6.0% 424 $128K
JPL Wealth Management, LLC 0.03% Add +3.2% 423 $128K
NFSG Corp 0.02% Add +8.0% 421 $127K
Alpine Bank Wealth Management 0.02% New 418 $126K
SJS Investment Consulting Inc. 0.01% Reduce -1.7% 403 $122K
Avion Wealth 0.02% Add +18.2% 402 $121K
Washington Trust Advisors, Inc. 0.01% Reduce -27.3% 400 $121K
Cassaday & Co Wealth Management LLC 0.00% Reduce -11.1% 400 $121K
Abound Wealth Management 0.02% Reduce -24.2% 394 $119K
Valued Wealth Advisors LLC 0.04% Add +40.0% 392 $118K
Cornerstone Planning Group LLC 0.01% Reduce -8.5% 549 $118K
Trust Co 0.01% Add +8.3% 390 $118K
MJT & Associates Financial Advisory Group, Inc. 0.08% No change 390 $118K
First Community Trust NA 0.05% No change 390 $118K
Ameliora Wealth Management Ltd. 0.03% Reduce -90.0% 95 $115K
Ritter Daniher Financial Advisory LLC / DE 0.02% Reduce -21.0% 379 $114K
Colonial Trust Advisors 0.01% Add +5.7% 370 $112K
Triumph Capital Management 0.02% Add +4.3% 365 $110K
NORTHSTAR ASSET MANAGEMENT Co 0.02% New 500 $105K
Creative Capital Management Investments LLC 0.02% Add +29.2% 336 $101K
True Wealth Design, LLC 0.02% Reduce -9.5% 335 $101K
USA Financial Formulas 0.02% — 332 $100K
Chelsea Counsel Co. 0.04% No change 330 $100K
DiNuzzo Private Wealth, Inc. 0.01% No change 330 $100K
Paladin Partners, LLC 0.07% No change 330 $100K
Tacita Capital Inc 0.05% No change 330 $100K
Golden State Wealth Management, LLC 0.01% Add +166.7% 320 $97K
Gleason Group, Inc. 0.01% Add +300.0% 320 $97K
Phillip James Consulting Co. 0.06% No change 320 $97K
St Germain D J Co. Inc. 0.00% No change 320 $97K
Quaker Wealth Management, LLC 0.03% Reduce -75.5% 318 $96K
Midwest Capital Advisors, LLC 0.04% No change 310 $94K
Cornerstone Financial Management LLC 0.07% Add +50.0% 300 $91K
Arlington Trust Co LLC 0.01% No change 300 $91K
RAM Investment Partners, LLC 0.01% New 292 $88K
Syntax Research, Inc. 0.06% No change 290 $87K
Dogwood Wealth Management LLC 0.03% No change 290 $87K
Guardian Partners Inc. 0.01% New 290 $87K
Beaird Harris Wealth Management, LLC 0.01% Reduce -14.7% 290 $87K
Hurley Capital, LLC 0.04% Reduce -3.1% 281 $85K
Hilton Head Capital Partners, LLC 0.04% Reduce -17.6% 280 $84K
Cedar Mountain Advisors, LLC 0.01% Reduce -8.0% 276 $83K
Financial Consulate, Inc. 0.01% Add +8.8% 272 $82K
Rialto Wealth Management, LLC 0.02% Add +8.0% 270 $81K
PFS Partners, LLC 0.03% Reduce -1.1% 267 $80K
Leo H. Evart, Inc. 0.06% Add +1.1% 263 $79K
Caitlin John, LLC 0.04% Reduce -2.6% 263 $79K
Vega Investment Solutions 0.01% Reduce -50.0% 250 $75K
Horizon Financial Services, LLC 0.03% Add +43.5% 244 $74K
Basepoint Wealth LLC 0.04% Add +1.3% 243 $73K
Accordant Advisory Group Inc 0.05% No change 230 $69K
LFA - Lugano Financial Advisors SA 0.04% Reduce -25.8% 230 $69K
Raffa Wealth Management, LLC 0.01% Reduce -5.8% 226 $68K
Pittenger & Anderson Inc. 0.00% No change 220 $66K
Bay Harbor Wealth Management, LLC 0.02% Add +15.8% 220 $66K
Bangor Savings Bank 0.00% No change 220 $66K
Creative Financial Designs Inc. 0.00% Add +171.3% 217 $65K
Sit Investment Associates Inc. 0.00% Reduce -84.4% 215 $65K
Oakmont Advisory Group, LLC 0.05% New 215 $65K
Ninety One UK Ltd 0.00% New 212 $64K
Tidemark, LLC 0.01% Add +0.5% 211 $64K
TFC Financial Management, Inc. 0.01% Add +10.5% 210 $63K
Evermay Wealth Management LLC 0.01% New 210 $63K
Cetera Trust Company, N.A 0.03% No change 210 $63K
Kentucky Trust Co 0.03% No change 210 $63K
Core Alternative Capital 0.02% No change 210 $63K
Financial Gravity Companies, Inc. 0.01% — 210 $63K
Bare Financial Services, Inc 0.01% Add +81.8% 200 $60K
Westside Investment Management, Inc. 0.01% No change 200 $60K
High Note Wealth, LLC 0.01% Add +30.0% 195 $59K
Torren Management, LLC 0.03% No change 190 $57K
Mosley Wealth Management 0.02% New 184 $56K
AdvisorNet Financial, Inc 0.00% Reduce -4.2% 182 $55K
LifeSteps Financial, Inc. 0.03% New 180 $54K
Marquette Asset Management, LLC 0.01% No change 180 $54K
Quarry LP 0.01% New 179 $54K
Glen Eagle Advisors, LLC 0.01% Add +0.6% 171 $52K
North Star Investment Management Corp. 0.00% No change 170 $51K
Nova Wealth Management, Inc. 0.03% Reduce -12.6% 166 $50K
Kilter Group LLC 0.02% Reduce -2.9% 165 $50K
Steph & Co. 0.01% Reduce -36.0% 160 $48K
Citizens National Bank Trust Department 0.01% No change 160 $48K
Transce3nd, LLC 0.42% Reduce -1.9% 206 $48K
Investment Research & Advisory Group, Inc. 0.01% New 100 $45K
Webster Bank, N. A. 0.00% Add +200.0% 150 $45K
Sankala Group LLC 0.03% Add +22.6% 233 $45K
Hughes Financial Services, LLC 0.01% Add +83.8% 147 $44K
Financial Perspectives, Inc 0.01% Add +0.7% 141 $42K
Gen-Wealth Partners Inc 0.01% No change 140 $42K
FWL Investment Management, LLC 0.01% Add +250.0% 140 $42K
HM Payson & Co. 0.00% Reduce -87.5% 134 $40K
Legacy Bridge, LLC 0.01% No change 130 $39K
Asset Dedication, LLC 0.00% Add +62.5% 130 $39K
Bruce G. Allen Investments, LLC 0.02% Reduce -52.3% 124 $37K
Cherry Tree Wealth Management, LLC 0.01% No change 120 $36K
BOK Financial Private Wealth, Inc. 0.00% Add +200.0% 120 $36K
Adirondack Trust Co. 0.01% Add +33.3% 120 $36K
Centiva Capital, LP 0.00% New 119 $36K
Obsidian Cio, LLC 0.02% New 110 $33K
Cheviot Value Management, LLC 0.00% No change 110 $33K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -25.3% 112 $33K
Carolina Wealth Advisors, LLC 0.01% No change 100 $30K
Trifecta Capital Advisors, LLC 0.00% Add +400.0% 100 $30K
Planning Strategies Inc. 0.02% — 98 $30K
Roble, Belko & Company, Inc 0.00% Add +137.5% 95 $29K
Qube Research & Technologies Ltd 0.00% New 91 $27K
Three Bearings Fiduciary Advisors, Inc. 0.02% No change 90 $27K
Activest Wealth Management 0.01% Reduce -83.9% 90 $27K
Principia Wealth Advisory, LLC 0.01% Reduce -88.0% 89 $27K
United Financial Planning Group LLC 0.01% No change 80 $24K
Bravera Wealth 0.01% No change 80 $24K
VSM Wealth Advisory, LLC 0.01% No change 80 $24K
Fairway Wealth LLC 0.01% New 80 $24K
NBT Bank, N.A. 0.00% No change 80 $24K
Clark Wealth Partners 0.01% Add +12.9% 79 $24K
HFM Investment Advisors, LLC 0.01% Add +90.0% 76 $23K
Tower View Wealth Management LLC 0.01% Add +1.4% 71 $21K
NBH Bank 0.01% — 70 $21K
Signature Resources Capital Management, LLC 0.01% No change 70 $21K
American Capital Advisory, LLC 0.01% Add +36.0% 68 $21K
Allied Private Wealth LLC 0.01% — 90 $20K
Strengthening Families & Communities, LLC 0.00% New 60 $18K
Cranbrook Wealth Management, LLC 0.00% No change 60 $18K
RMG Wealth Management LLC 0.00% Reduce -20.0% 80 $17K
Intesa Sanpaolo Wealth Management 0.00% Reduce -24.3% 53 $16K
Millstone Evans Group, LLC 0.01% New 50 $15K
Key Capital Management, INC 0.01% No change 50 $15K
City State Bank 0.00% New 50 $15K
Buck Wealth Strategies, LLC 0.00% New 50 $15K
Bfsg, LLC 0.00% No change 50 $15K
JNBA Financial Advisors 0.00% Add +150.0% 50 $15K
Burk Holdings LLC 0.01% No change 50 $15K
Retirement Wealth Solutions LLC 0.01% New 49 $15K
Private Wealth Management Group, LLC 0.00% Reduce -18.3% 49 $15K
Armstrong Advisory Group, Inc. 0.00% No change 40 $12K
Rosenberg Matthew Hamilton 0.00% No change 40 $12K
Strategic Wealth Partners, Ltd. 0.00% Reduce -33.3% 40 $12K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 40 $12K
PayPay Securities Corp 0.29% Add +290.0% 39 $12K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -2.5% 39 $12K
Davis Capital Management 0.01% Add +220.0% 32 $10K
Tounjian Advisory Partners, LLC 0.00% New 30 $9K
WealthCollab, LLC 0.00% No change 30 $9K
Godsey & Gibb, Inc. 0.00% No change 30 $9K
Walsh & Associates, LLC 0.01% No change 30 $9K
Crews Bank & Trust 0.00% New 30 $9K
DecisionPoint Financial, LLC 0.00% Add +60.0% 32 $9K
Banque Cantonale Vaudoise 0.00% Reduce -16.8% 27,268 $8K
WestEnd Advisors, LLC 0.00% Add +15.0% 23 $7K
Kingdom Financial Group LLC. 0.00% Reduce -77.8% 20 $6K
Spectrum Wealth Advisory Group, LLC 0.00% New 20 $6K
Seneschal Advisors, LLC 0.00% No change 20 $6K
Benson Wealth Management INC 0.01% No change 20 $6K
Midway Capital Research & Management 0.00% No change 20 $6K
MPWM Advisory Solutions, LLC 0.00% No change 20 $6K
Downshift Financial, LLC 0.00% New 20 $6K
Morton Brown Family Wealth, LLC 0.00% New 20 $6K
Stone House Investment Management, LLC 0.00% No change 20 $6K
Country Trust Bank 0.00% No change 20 $6K
Navigoe, LLC 0.00% New 20 $6K
Credit Industriel Et Commercial 0.00% Reduce -98.7% 15 $5K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -90.0% 3 $4K
Darwin Wealth Management, LLC 0.00% New 14 $4K
Mascoma Wealth Management LLC 0.00% Add +30.0% 13 $4K
3 Factor Indexing, LLC 0.00% No change 10 $3K
Redwood Park Advisors LLC 0.00% New 10 $3K
Nvest Wealth Strategies, Inc. 0.00% No change 10 $3K
Breakwater Investment Management 0.00% New 10 $3K
Park Square Financial Group, LLC 0.03% Reduce -50.0% 10 $3K
POM Investment Strategies, LLC 0.00% No change 10 $3K
Investors Portfolio Services LLC 0.00% No change 10 $3K
Whipplewood Advisors, LLC 0.00% Reduce -96.8% 10 $3K
Evolution Wealth Management Inc. 0.00% New 10 $3K
Copia Wealth Management 0.00% New 10 $3K
Sunrise Financial Services, LLC 0.00% New 10 $3K
Aspect Partners, LLC 0.00% Reduce -66.7% 10 $3K
N.E.W. Advisory Services LLC 0.00% New 10 $3K
Alerus Financial NA 0.00% No change 10 $3K
Strategic Wealth Advisors LLC 0.00% Reduce -95.0% 3 $3K
Pin Oak Investment Advisors Inc. 0.00% New 10 $3K
Evolution Advisers, Inc. 0.00% New 10 $3K
Winthrop Capital Management, LLC 0.00% No change 10 $3K
Halbert Hargrove Global Advisors, LLC 0.00% New 9 $3K
Noble Wealth Management PBC 0.00% New 7 $2K
Cordant, Inc. 0.00% New 5 $2K
LM Advisors LLC 0.00% Reduce -32.1% 2,853 $796

"% of holder's portfolio" is KLAC's weight in each manager's 13F, not the share of KLA Corp. the manager owns.