Eli Lilly &LLY

13F holders, Q3 2024 (September 30)
3,665holders +95
186new positions
112sold out
15famous investors
$884.06avg. 13F price*

At the end of Q3 2024, 3,665 institutions reported holding Eli Lilly & Co. (LLY) in their 13F filings, up 95 from Q2 2024. 186 opened new positions and 112 sold out. The largest holders were Lilly Endowment Inc. ($85.8B), Vanguard Group Inc. ($65.4B) and BlackRock, Inc. ($57.0B). 15 famous investors held it, including Chase Coleman (3.7% of Tiger Global Management's portfolio), Ken Fisher (1.8% of Fisher Asset Management's portfolio) and Jeremy Grantham (1.2% of GMO's portfolio).

Company
Eli Lilly & Co.
Sector
Health Care
CUSIP
532457108
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,0005,000 Q1 2024: 3,465Q1 2024Q2 2024: 3,570Q2 2024Q3 2024: 3,665Q3 2024Q4 2024: 3,913Q4 2024Q1 2025: 3,928Q1 2025Q2 2025: 3,915Q2 2025Q3 2025: 3,904Q3 2025Q4 2025: 4,450Q4 2025Q1 2026: 4,389Q1 2026Q2 2026: 4,639Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions186$1.4B
Exits112$455.4M

All 13F filers, Q2 2024 → Q3 2024: 16,547,335 shares bought and 18,993,261 shares sold, net −2,445,926 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,665 holders

Lilly Endowment Inc. 100.00% Reduce -0.5% 96,891,978 $85.8B
Vanguard Group Inc. 1.17% Reduce -0.1% 73,773,467 $65.4B
BlackRock, Inc. 1.20% — 64,341,129 $57.0B
PNC Financial Services Group, Inc. 29.05% Reduce -0.1% 51,360,730 $45.5B
State Street Corp. 1.22% Reduce -0.1% 33,852,215 $30.0B
FMR LLC 1.78% Reduce -1.4% 33,036,420 $29.3B
T. Rowe Price Associates Inc. 2.14% Add +1.4% 20,930,287 $18.5B
Capital World Investors 2.80% Reduce -6.7% 20,355,946 $18.0B
JPMorgan Chase & Co. 1.30% Reduce -3.2% 18,266,121 $16.2B
Primecap Management Co. 11.52% Reduce -9.8% 17,690,508 $15.7B
Geode Capital Management, LLC 1.22% Add +0.5% 17,090,971 $15.1B
Morgan Stanley 0.94% Add +6.1% 14,556,142 $12.9B
State Farm Mutual Automobile Insurance Co. 9.73% No change 12,646,138 $11.2B
Wellington Management Group LLP 1.65% Reduce -1.5% 10,613,796 $9.4B
Norges Bank 1.30% Reduce -4.7% 10,487,029 $9.3B
Bank of America Corp. 0.79% Reduce -5.8% 10,160,947 $9.0B
Capital Research Global Investors 1.71% Add +1.6% 9,263,838 $8.2B
Northern Trust Corp. 1.20% Reduce -5.4% 8,243,882 $7.3B
Capital International Investors 1.21% Reduce -3.0% 7,085,536 $6.3B
Jennison Associates LLC 3.82% Reduce -4.0% 6,947,395 $6.2B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1.39% Add +2.6% 6,115,504 $5.4B
Bank of New York Mellon Corp 0.99% Reduce -9.2% 5,981,937 $5.3B
Legal & General Group Plc 1.32% Reduce -0.5% 5,663,644 $5.0B
Nuveen Asset Management, LLC 1.26% Reduce -1.7% 5,067,506 $4.5B
Fisher Asset Management 1.84% Add +3.5% 5,058,101 $4.5B
Alliancebernstein L.P. 1.51% Add +3.8% 5,057,736 $4.5B
Charles Schwab Investment Management Inc. 0.82% Add +0.2% 4,835,220 $4.3B
GQG Partners LLC 6.68% Add +20.0% 4,810,840 $4.3B
Amundi 1.53% Add +13.7% 4,539,688 $4.1B
Goldman Sachs Group Inc. 0.79% Reduce -5.6% 4,650,450 $4.1B
Janus Henderson Group PLC 1.83% Reduce -2.6% 4,035,083 $3.6B
Franklin Resources Inc. 0.96% Reduce -3.7% 3,635,537 $3.4B
Invesco Ltd. 0.63% Add +11.9% 3,680,808 $3.3B
Dimensional Fund Advisors LP 0.79% Add +2.1% 3,654,834 $3.2B
UBS Group AG 0.89% Add +21.4% 3,595,919 $3.2B
Deutsche Bank AG 1.18% Add +5.9% 3,256,005 $2.9B
Wells Fargo & Company 0.63% Reduce -0.8% 2,943,549 $2.6B
Ameriprise Financial Inc. 0.67% Reduce -3.4% 2,924,141 $2.6B
Royal Bank of Canada 0.50% Add +6.0% 2,554,405 $2.3B
Swiss National Bank 1.38% Add +0.2% 2,397,890 $2.1B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2.11% Add +15.5% 2,276,206 $2.0B
American Century Companies Inc. 1.17% Add +9.4% 2,263,743 $2.0B
Edgewood Management LLC 5.39% Reduce -0.8% 2,255,832 $2.0B
US Bancorp \de 2.48% Add +1.2% 2,182,569 $1.9B
HSBC Holdings PLC 1.19% Reduce -5.6% 2,153,097 $1.9B
Sumitomo Mitsui Trust Group, Inc. 1.20% Add +0.6% 1,954,047 $1.7B
California Public Employees Retirement System 1.20% Reduce -5.5% 1,936,087 $1.7B
Massachusetts Financial Services Co. 0.51% Reduce -24.7% 1,930,868 $1.7B
Bank of Montreal 0.78% Add +2.8% 1,891,358 $1.7B
Schroder Investment Management Group 1.53% Reduce -8.3% 1,681,213 $1.5B
Arrowstreet Capital, Limited Partnership 1.23% Add +1.3% 1,629,144 $1.4B
Barclays PLC 0.61% Reduce -24.5% 1,561,886 $1.4B
National Pension Service 1.32% Add +15.2% 1,544,484 $1.4B
Manufacturers Life Insurance Company, The 1.19% Reduce -0.5% 1,515,691 $1.3B
Rhumbline Advisers 1.21% Reduce -4.1% 1,514,658 $1.3B
Comerica Bank 5.30% Reduce -0.1% 1,511,620 $1.3B
Neuberger Berman Group LLC 1.00% Reduce -0.8% 1,438,521 $1.3B
TD Asset Management Inc 1.06% Reduce -5.3% 1,363,390 $1.2B
California State Teachers Retirement System 1.34% Reduce -0.8% 1,301,014 $1.2B
Principal Financial Group Inc. 0.58% Add +5.3% 1,208,545 $1.1B
Sapient Capital LLC 21.07% Add +0.0% 1,184,477 $1.0B
Mitsubishi UFJ Asset Management Co., Ltd. 1.10% Add +8.0% 1,166,705 $1.0B
Assenagon Asset Management S.A. 2.13% Add +100.7% 1,165,696 $1.0B
Clearbridge Investments, LLC 0.81% Add +2.6% 1,161,674 $1.0B
New York State Common Retirement Fund 1.37% Reduce -7.6% 1,144,878 $1.0B
Swedbank AB 1.25% Reduce -7.3% 1,110,508 $983.8M
Canada Pension Plan Investment Board 0.93% Add +19.4% 1,107,112 $980.8M
Raymond James & Associates 0.59% Add +7.3% 1,099,584 $974.2M
Voya Investment Management LLC 1.17% Reduce -20.9% 1,099,884 $973.6M
Nordea Investment Management AB 1.01% Add +10.6% 1,015,515 $892.9M
Millennium Management 0.79% Add +86.1% 990,209 $877.3M
Tiger Global Management 3.67% Add +4.3% 969,800 $859.2M
Aberdeen Group plc 1.56% Reduce -7.9% 966,818 $848.6M
LPL Financial LLC 0.37% Add +10.4% 937,917 $830.9M
Prudential Financial Inc. 1.16% Add +5.7% 928,324 $822.4M
Marshall Wace, LLP 1.06% Add +15.3% 910,132 $806.3M
Envestnet Asset Management Inc. 0.26% Add +1.5% 908,667 $805.0M
DekaBank Deutsche Girozentrale 1.46% Reduce -0.2% 915,360 $790.2M
Ensign Peak Advisors, Inc 1.37% Reduce -1.7% 876,412 $776.4M
Bahl & Gaynor LLC 3.94% Reduce -0.2% 863,598 $765.1M
Adage Capital Partners Gp, L.L.C. 1.30% Add +0.2% 829,382 $734.8M
Robeco Institutional Asset Management B.V. 1.46% Add +14.5% 826,944 $732.6M
CANADA LIFE ASSURANCE Co 1.21% Add +2.3% 785,762 $696.7M
State Board of Administration of Florida Retirement System 1.32% Reduce -6.6% 782,173 $693.0M
T. Rowe Price Investment Management, Inc. 0.41% Reduce -21.6% 775,851 $687.4M
Winslow Capital Management, LLC 2.45% Add +27.9% 771,113 $683.2M
Handelsbanken Fonder AB 2.69% Add +1.2% 767,025 $679.5M
Citigroup Inc. 0.62% Reduce -2.9% 752,426 $666.6M
Stifel Financial Corp. 0.69% Add +1.9% 744,128 $659.3M
New York State Teachers Retirement System 1.34% Reduce -5.0% 731,424 $648.0M
Bank Julius Baer & Co. Ltd, Zurich 2.17% Reduce -6.4% 641,993 $644.8M
Royal London Asset Management Ltd. 1.58% Reduce -8.0% 722,369 $640.0M
BNP Paribas Financial Markets 0.62% Reduce -0.1% 709,999 $629.0M
Mercer Global Advisors Inc. 1.45% Add +1.3% 702,834 $621.6M
Victory Capital Management Inc. 0.60% Add +0.3% 697,335 $617.8M
Korea Investment CORP 1.44% Reduce -1.9% 683,405 $605.5M
Caisse de depot et placement du Quebec 1.20% Reduce -0.9% 679,796 $602.3M
AQR Capital Management 0.82% Add +42.8% 677,637 $591.8M
Russell Investments Group, Ltd. 0.85% Add +14.6% 662,518 $586.2M
Saturna Capital Corp. 7.52% Reduce -4.9% 649,411 $575.3M
National Bank of Canada 0.76% Add +6.9% 646,036 $572.3M
CIBC Private Wealth Group LLC 1.00% Reduce -16.5% 628,847 $557.1M
Allianz Asset Management GmbH 0.85% Add +1.0% 622,502 $551.5M
Pictet Asset Management Holding SA 0.61% Add +1.1% 621,592 $550.7M
Corient Private Wealth LP 0.87% Add +2.7% 621,510 $550.6M
Old National Bancorp 12.59% Reduce -0.7% 615,447 $545.2M
Mirova US LLC 6.18% Add +0.8% 607,944 $538.6M
Danske Bank A/S 1.76% Reduce -0.7% 595,449 $527.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1.30% Reduce -14.7% 593,202 $525.5M
Cerity Partners LLC 1.13% Add +9.4% 580,520 $512.6M
Agf Management Ltd. 2.60% Add +9.1% 575,953 $510.3M
Comgest Global Investors S.A.S. 7.28% Reduce -19.4% 574,242 $508.7M
KBC Group NV 1.52% Reduce -9.1% 565,835 $501.3M
Jane Street Group, LLC 0.79% Add +20.1% 550,572 $487.8M
Mariner, LLC 0.86% Add +2.0% 548,765 $486.1M
Sei Investments Co. 0.63% Add +12.0% 547,948 $485.5M
Goelzer Investment Management, Inc. 26.55% Reduce -3.8% 546,870 $484.5M
Two Sigma Advisers, LP 1.11% Reduce -28.7% 536,000 $474.9M
Natixis Advisors, LLC 0.92% Reduce -0.1% 530,713 $470.2M
Aviva PLC 1.19% Add +2.8% 513,032 $454.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 1.34% Add +1.0% 509,199 $451.1M
Candriam S.C.A. 2.60% Add +4.2% 505,899 $448.2M
State of Wisconsin Investment Board 1.10% Add +3.5% 490,440 $434.5M
Polen Capital Management LLC 1.12% Reduce -10.4% 489,955 $434.1M
Capitolis Liquid Global Markets LLC 4.51% Add +124.8% 480,400 $425.6M
Rockefeller Capital Management L.P. 1.14% Reduce -9.0% 479,020 $424.3M
Mitsubishi UFJ Trust & Banking Corp 0.97% Reduce -3.5% 478,163 $423.6M
Los Angeles Capital Management LLC 1.68% Add +0.9% 468,385 $415.0M
CI Investments Inc. 1.56% Reduce -15.4% 461,061 $408.5M
Storebrand Asset Management As 1.29% Add +1.1% 460,700 $408.2M
Alecta Tjanstepension Omsesidigt 2.22% No change 455,700 $403.4M
Fifth Third Bancorp 1.45% Add +1.7% 452,838 $401.2M
Holocene Advisors, LP 1.57% Add +257.1% 437,603 $387.7M
Private Capital Advisors, Inc. 42.04% No change 433,307 $383.9M
Susquehanna International Group, LLP 0.66% Add +27.6% 432,279 $383.0M
GMO 1.19% Reduce -8.8% 428,864 $379.9M
Chevy Chase Trust Holdings, LLC 1.16% Reduce -3.0% 428,759 $379.9M
Thrivent Financial for Lutherans 0.72% Add +17.1% 427,960 $379.1M
Public Sector Pension Investment Board 2.02% Add +16.9% 422,675 $374.5M
HighTower Advisors, LLC 0.54% Reduce -9.9% 411,198 $364.3M
Allspring Global Investments Holdings, LLC 0.56% Add +10.7% 408,494 $361.9M
D. E. Shaw & Co. 0.51% Add +72.0% 408,082 $361.5M
Public Employees Retirement System of Ohio 1.52% Reduce -6.2% 400,313 $354.7M
STRS Ohio 1.36% Reduce -5.8% 399,792 $354.2M
1832 Asset Management L.P. 0.59% Reduce -38.4% 395,666 $350.5M
AXA S.A. 1.02% Add +0.9% 385,225 $341.3M
Treasurer of the State of North Carolina 1.35% Reduce -5.1% 382,471 $338.8M
Lord, Abbett & Co. LLC 1.08% Reduce -16.0% 378,010 $334.9M
Federated Hermes, Inc. 0.72% Add +39.0% 368,518 $326.5M
Regions Financial Corp. 2.35% Add +0.6% 368,432 $326.4M
Fayez Sarofim & Co 0.83% Add +10.9% 367,875 $325.9M
Commonwealth Equity Services, LLC 0.49% Reduce -1.0% 366,244 $324.5M
Asset Management One Co., Ltd. 1.14% Add +0.4% 360,282 $319.2M
Truist Financial Corp. 0.50% Add +2.3% 359,674 $318.6M
Glenmede Trust Co. NA 1.51% Reduce -1.5% 356,296 $315.7M
DNB Asset Management AS 1.41% Reduce -2.3% 351,899 $311.8M
Nomura Asset Management Co. Ltd. 0.94% Add +3.4% 343,586 $304.4M
Macquarie Group Ltd. 0.33% Reduce -5.7% 342,421 $303.4M
Mairs & Power Inc. 2.85% Reduce -2.3% 341,961 $303.0M
Blair William & Co. 0.88% Reduce -2.1% 339,298 $300.6M
Orbimed Advisors LLC 5.47% No change 337,600 $299.1M
Skandinaviska Enskilda Banken AB (publ) 1.36% Reduce -0.7% 331,877 $294.0M
AMF Tjanstepension AB 2.10% Add +113.7% 331,786 $294.0M
Bedel Financial Consulting, Inc. 40.73% Reduce -0.4% 325,855 $288.7M
Axiom Investors LLC 2.52% Reduce -28.8% 323,386 $286.5M
Bessemer Group Inc. 0.46% Add +2.3% 315,252 $279.3M
Mn Services Vermogensbeheer B.V. 1.94% Reduce -2.2% 311,988 $276.4M
Ninety One UK Ltd 0.73% Add +1117.3% 309,132 $273.9M
LGT Group Foundation 4.43% Reduce -23.2% 303,156 $270.1M
State of Tennessee, Department of Treasury 0.93% Reduce -3.5% 298,668 $264.6M
PFM Health Sciences, LP 15.49% No change 298,643 $264.6M
State of New Jersey Common Pension Fund D 1.09% Reduce -0.0% 298,252 $264.2M
Huntington National Bank 2.54% Add +0.2% 297,449 $263.5M
Weatherly Asset Management L. P. 22.90% Reduce -0.4% 294,928 $261.3M
Raymond James Financial Services Advisors, Inc. 0.34% Add +7.1% 290,327 $257.2M
Calamos Advisors LLC 1.77% Reduce -12.9% 288,543 $255.6M
State of Michigan Retirement System 1.26% Add +3.3% 286,104 $253.5M
Mirae Asset Global Investments Co., Ltd. 1.11% Add +10.7% 284,907 $250.1M
Janney Montgomery Scott LLC 0.70% Add +1.8% 282,040 $249.9M
Systematic Alpha Investments, LLC 9.04% No change 279,303 $247.4M
Baird Financial Group, Inc. 0.47% Add +5.1% 276,068 $244.6M
Van Eck Associates Corp. 0.31% Add +11.8% 269,469 $243.4M
Man Group plc 0.71% Reduce -21.2% 273,525 $242.3M
Mackenzie Financial Corp. 0.33% Reduce -3.7% 268,904 $238.2M
FIL Ltd 0.22% Reduce -4.2% 268,891 $238.2M
M&T Bank Corp 0.78% Add +0.7% 266,822 $236.4M
Toronto Dominion Bank 0.41% Reduce -33.1% 262,905 $232.9M
Resona Asset Management Co.,Ltd. 1.34% Reduce -1.6% 262,248 $232.1M
Fred Alger Management, LLC 1.12% Reduce -6.1% 260,797 $231.1M
Renaissance Technologies 0.34% New 257,813 $228.4M
Bollard Group LLC 5.93% Reduce -0.0% 251,523 $222.8M
Coatue Management 0.82% Add +19.8% 247,950 $219.7M
Menora Mivtachim Holdings LTD. 1.38% New 246,868 $218.7M
Epoch Investment Partners, Inc. 0.97% Reduce -11.9% 244,694 $216.8M
Oxford Financial Group, LTD. LLC 13.74% Reduce -1.6% 244,681 $216.8M
MetLife Investment Management, LLC 1.23% Reduce -4.6% 241,800 $214.2M
Cascade Financial Partners, LLC 26.76% Add +0.3% 234,828 $213.5M
Sarasin & Partners LLP 2.01% Reduce -23.6% 240,235 $212.8M
Nisa Investment Advisors, LLC 1.23% Add +3.3% 234,334 $207.6M
Arizona State Retirement System 1.30% Reduce -0.8% 232,494 $206.0M
Natixis 1.25% Add +46.7% 232,003 $205.5M
Creative Planning 0.20% Reduce -0.1% 228,526 $202.4M
Cetera Investment Advisers 0.44% Add +0.8% 226,792 $200.9M
Intech Investment Management LLC 2.23% Reduce -2.4% 224,542 $198.9M
Gilder Gagnon Howe & Co. LLC 2.30% Reduce -13.8% 216,962 $192.2M
Cardano Risk Management B.V. 3.39% Add +1.3% 216,372 $191.7M
Citadel Advisors 0.20% Reduce -57.0% 215,182 $190.6M
Captrust Financial Advisors 0.56% Reduce -18.2% 214,539 $190.1M
Qube Research & Technologies Ltd 0.35% Reduce -35.1% 213,835 $189.4M
Teacher Retirement System of Texas 0.90% Add +10.2% 212,611 $188.4M
Zurich Insurance Group Ltd 1.59% Reduce -28.3% 212,233 $188.0M
Forsta Ap-Fonden 1.44% Add +9.1% 211,951 $187.8M
Corebridge Financial, Inc. 0.99% Reduce -4.3% 210,149 $186.2M
HRT Financial LP 0.92% Add +11580.1% 210,009 $186.1M
Sanctuary Advisors, LLC 1.17% Add +9.0% 247,025 $184.8M
Tredje AP-fonden 1.66% Reduce -9.7% 207,103 $183.5M
CIBC Asset Management Inc 0.59% Add +7.9% 206,050 $182.5M
Congress Asset Management Co. 1.22% Reduce -0.2% 201,677 $178.7M
Two Sigma Investments, LP 0.41% Reduce -11.5% 199,736 $177.0M
Osaic Holdings, Inc. 0.40% Reduce -2.4% 198,464 $175.9M
Employees Retirement System of Texas 1.75% Reduce -6.0% 193,352 $171.3M
Northwestern Mutual Wealth Management Co. 0.15% Add +23.7% 190,648 $168.9M
Worldquant Millennium Advisors LLC 1.23% Add +978.2% 190,500 $168.8M
Glenview Trust Co 3.24% Reduce -1.6% 190,047 $168.4M
Credit Agricole S A 0.88% Add +6.3% 189,832 $168.2M
Bank of Nova Scotia 0.34% Reduce -20.9% 188,576 $167.1M
Xponance LLC 1.60% Reduce -4.2% 186,689 $165.4M
Marsico Capital Management LLC 4.50% Reduce -2.2% 181,667 $160.9M
Cibc World Market Inc. 0.36% Add +10.0% 179,592 $159.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 1.59% — 175,414 $155.4M
Amalgamated Bank 1.28% Add +0.3% 175,260 $155.3M
Nissay Asset Management Corp. /Japan 0.97% Reduce -19.7% 172,782 $153.1M
Ossiam 2.95% Add +131.9% 172,000 $152.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.96% Reduce -2.1% 171,726 $152.1M
Retirement Systems of Alabama 0.57% Reduce -3.1% 170,688 $151.2M
Wealth Enhancement Advisory Services, LLC 0.32% Add +6.8% 167,718 $148.6M
IFM Investors Pty Ltd 1.42% Add +0.8% 167,316 $148.2M
Cambridge Investment Research Advisors, Inc. 0.50% Reduce -1.8% 164,834 $146.0M
Gateway Investment Advisers LLC 1.58% Reduce -5.7% 161,769 $143.3M
Keybank National Association 0.55% Add +6.0% 161,337 $142.9M
Czech National Bank 1.44% Add +5.6% 160,697 $142.4M
USS Investment Management Ltd 1.04% Reduce -1.4% 160,603 $142.2M
Rathbones Group PLC 0.70% Add +21.3% 156,896 $139.0M
Lazard Asset Management LLC 0.20% Reduce -35.8% 154,814 $137.2M
Viking Global Investors 0.49% Add +5.5% 152,038 $134.7M
UniSuper Management Pty Ltd 1.00% Add +23.5% 150,046 $132.9M
Marex Group Ltd 3.00% Reduce -6.5% 148,227 $131.3M
Blackhill Capital Inc. 7.50% Reduce -0.0% 147,163 $130.4M
Employees Provident Fund Board 1.73% Reduce -8.0% 142,927 $126.6M
Pinebridge Investments, L.P. 0.95% Add +21.8% 142,396 $126.2M
Rock Springs Capital Management LP 4.10% Add +16.9% 142,000 $125.8M
Swiss Life Asset Management Ltd 1.43% Reduce -1.6% 142,027 $125.8M
Varma Mutual Pension Insurance Co 0.99% Add +5.6% 151,368 $125.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.75% Reduce -15.2% 141,635 $125.5M
Empower Advisory Group, LLC 0.42% Add +4.3% 139,274 $123.4M
Atalanta Sosnoff Capital, LLC 2.64% Reduce -11.4% 138,687 $122.9M
Cohen Klingenstein LLC 4.27% No change 138,464 $122.7M
Carmignac Gestion 2.03% Add +19.7% 136,951 $121.3M
Daiwa Securities Group Inc. 0.56% Add +19.4% 135,365 $119.9M
Welch & Forbes LLC 1.52% Reduce -1.9% 134,892 $119.5M
King Luther Capital Management Corp. 0.51% Add +3.5% 133,682 $118.4M
Cresset Asset Management, LLC 0.46% Add +1.7% 133,134 $117.9M
Utah Retirement Systems 1.32% Reduce -5.5% 132,435 $117.3M
Styrax Capital, LP 13.15% Add +10.0% 132,341 $117.2M
Cowen and Company, LLC 4.04% New 130,399 $115.5M
Commerce Bank 0.71% Reduce -0.1% 129,977 $115.2M
Kornitzer Capital Management Inc. 2.13% Reduce -1.7% 129,940 $115.1M
Clark Capital Management Group, Inc. 0.76% Add +3.9% 125,409 $111.1M
Bowen Hanes & Co. Inc. 2.91% Reduce -0.4% 125,314 $111.0M
Capital International, Inc. 1.38% Reduce -0.9% 123,422 $109.3M
MML Investors Services, LLC 0.40% Add +7.7% 122,361 $108.4M
APG Asset Management N.V. 0.72% Reduce -80.6% 136,460 $108.3M
NewEdge Advisors, LLC 0.70% Reduce -0.9% 122,082 $108.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.16% Add +2.6% 121,496 $107.6M
Gabelli Funds LLC 0.78% Reduce -0.9% 121,190 $107.4M
QRG Capital Management, Inc. 1.16% Add +1.7% 121,162 $107.3M
Walleye Trading LLC 2.57% Add +21.5% 120,786 $107.0M
Wolverine Trading, LLC 2.75% Reduce -26.1% 120,171 $105.5M
Natixis Investment Managers International 7.49% Reduce -3.2% 117,911 $104.5M
UMB Bank, n.a. 1.63% Reduce -2.5% 117,862 $104.4M
Henshaw Capital LLC 4.37% No change 117,776 $104.3M
Balyasny Asset Management L.P. 0.27% Add +49.3% 117,637 $104.2M
Panagora Asset Management Inc. 0.50% Reduce -44.3% 117,372 $104.0M
Mediolanum International Funds Ltd 1.41% Reduce -3.8% 115,877 $101.5M
Woodline Partners LP 0.86% Reduce -59.8% 114,427 $101.4M
Zacks Investment Management 0.88% Add +9.8% 113,955 $101.0M
O'shaughnessy Asset Management, LLC 0.90% Add +2.3% 108,537 $100.9M
Valeo Financial Advisors, LLC 2.88% Add +1.1% 113,750 $100.8M
Public Employees Retirement Association of Colorado 0.39% Reduce 0.0% 112,285 $99.5M
ProShare Advisors LLC 0.24% Reduce -6.9% 111,951 $99.2M
Synovus Financial Corp. 1.13% Reduce -5.2% 109,993 $97.5M
Brown Advisory Inc. 0.12% Reduce -1.6% 108,961 $96.5M
Cibc World Markets Corp. 0.70% Add +4.6% 108,185 $95.8M
Stock Yards Bank & Trust Co. 3.06% Reduce -3.1% 107,244 $95.0M
New York Life Investment Management LLC 0.91% Reduce -4.3% 105,811 $93.7M
Edmond DE Rothschild Holding S.A. 1.49% Add +3.9% 103,957 $92.1M
Whittier Trust Co. 1.23% Add +5.3% 103,924 $92.1M
Wealthfront Advisers LLC 0.28% Reduce -1.3% 103,845 $92.0M
LBP Am SA 1.38% Add +143.1% 103,424 $91.6M
Cullen/Frost Bankers, Inc. 1.24% Reduce -0.3% 102,509 $90.8M
Klingenstein Fields & Co. LP 3.60% Add +9.2% 102,277 $90.6M
Mutual of America Capital Management LLC 0.93% Reduce -4.5% 99,792 $88.4M
BI Asset Management Fondsmaeglerselskab A/S 1.53% Add +75.9% 99,656 $88.3M
MAI Capital Management 0.85% Reduce -2.7% 99,652 $88.3M
State of Alaska, Department of Revenue 0.93% Reduce -0.2% 99,104 $87.8M
Capital International Sarl 2.25% Add +13.4% 99,032 $87.7M
Vanguard Personalized Indexing Management, LLC 1.41% Add +9.8% 98,827 $87.6M
Teachers Retirement System of the State of Kentucky 0.76% Reduce -6.8% 98,512 $87.3M
Polar Capital Holdings Plc 0.42% Reduce -1.3% 97,935 $86.8M
Perpetual Ltd 0.94% Reduce -4.0% 97,472 $86.4M
Squarepoint Ops LLC 0.29% Add +87.1% 97,370 $86.3M
Pathstone Holdings, LLC 0.38% Reduce -3.1% 97,072 $86.0M
B. Metzler seel. Sohn & Co. Holding AG 0.85% — 96,903 $85.8M
B. Metzler seel. Sohn & Co. AG 0.85% Reduce -10.3% 96,903 $85.8M
Factory Mutual Insurance Co. 0.89% Reduce -6.9% 96,600 $85.6M
Country Trust Bank 2.07% Add +1.6% 95,627 $84.7M
Border to Coast Pensions Partnership Ltd 1.72% Reduce -0.1% 95,215 $84.1M
Scotia Capital Inc. 0.45% Add +41.6% 94,264 $83.5M
Voloridge Investment Management, LLC 0.30% New 94,000 $83.3M
Quadrature Capital Ltd 1.88% New 93,631 $82.9M
J. Safra Sarasin Holding AG 1.44% Add +31.8% 93,469 $82.8M
Silvant Capital Management LLC 3.63% Reduce -0.1% 93,465 $82.8M
Artia Global Partners LP 23.20% No change 92,593 $82.0M
Badgley Phelps Wealth Managers, LLC 1.89% Reduce -1.1% 91,878 $81.4M
Healthcare of Ontario Pension Plan Trust Fund 0.20% Reduce -69.8% 90,627 $80.3M
Eastern Bank 1.43% Add +145.8% 90,057 $79.8M
Capital Group Private Client Services, Inc. 0.76% Reduce -3.1% 89,868 $79.6M
Moody LYNN Lieberson & Walker, LLC 4.89% Reduce -2.0% 89,585 $79.4M
First Trust Advisors LP 0.08% Add +1.5% 88,722 $78.6M
Capula Management Ltd 0.98% Add +39983.3% 88,584 $78.5M
Oak Grove Capital LLC 17.27% Add +8.5% 88,046 $78.0M
Ilmarinen Mutual Pension Insurance Co 0.84% No change 87,000 $77.1M
Yousif Capital Management, LLC 0.84% Reduce -2.1% 86,956 $77.0M
Jones Financial Companies LLLP 0.08% Add +64.0% 87,192 $76.7M
Kestra Advisory Services, LLC 0.42% Reduce -4.4% 86,553 $76.7M
Harvest Portfolios Group Inc. 2.54% Add +30.4% 86,305 $76.5M
TD Waterhouse Canada Inc. 0.62% Add +9.1% 86,550 $76.4M
Vontobel Holding Ltd. 0.25% Reduce -18.3% 86,174 $76.3M
Tiaa Trust, National Association 0.23% Add +10.2% 85,971 $76.2M
Teewinot Capital Advisers, L.L.C. 7.69% Reduce -1.3% 85,919 $76.1M
Circle Wealth Management, LLC 1.69% Reduce -0.1% 85,866 $76.1M
Clal Insurance Enterprises Holdings Ltd 0.66% Add +18.4% 84,800 $75.1M
Kayne Anderson Rudnick Investment Management LLC 0.17% Reduce -1.4% 84,735 $75.1M
Munro Partners 2.71% Reduce -6.1% 84,116 $74.5M
SpiderRock Advisors, LLC 1.58% Add +8.2% 83,368 $73.9M
Private Advisor Group, LLC 0.45% Add +1.1% 81,296 $72.0M
Rafferty Asset Management, LLC 0.24% Reduce -7.8% 80,483 $71.3M
Hudson Bay Capital Management LP 0.57% Reduce -79.5% 80,000 $70.9M
Grassi Investment Management 6.07% Reduce -0.2% 79,287 $70.2M
AEGON ASSET MANAGEMENT UK Plc 0.94% Add +0.9% 78,186 $69.2M
Oppenheimer & Co. Inc. 1.05% Reduce -2.0% 77,967 $69.1M
Bar Harbor Wealth Management 4.38% Reduce -0.9% 77,288 $68.5M
Nicholas Company, Inc. 1.11% Reduce -5.5% 77,265 $68.5M
Elo Mutual Pension Insurance Co 1.46% Add +5.6% 76,778 $68.0M
Prudential PLC 0.34% Add +2.9% 76,053 $67.4M
Cwm, LLC 0.29% Add +3.3% 75,089 $66.5M
Banco Santander, S.A. 0.78% Reduce -2.5% 74,447 $66.0M
NewEdge Wealth, LLC 1.19% Add +16.1% 74,296 $65.8M
Peapack Gladstone Financial Corp. 0.94% Reduce -4.3% 73,627 $65.2M
Bridgewater Associates 0.37% Reduce -23.5% 73,271 $64.9M
AE Wealth Management LLC 0.59% Add +15.1% 73,218 $64.9M
E. Ohman J:or Asset Management AB 1.60% Add +10.5% 72,995 $64.7M
Summit Partners Public Asset Management, LLC 2.89% Add +6.7% 72,505 $64.2M
Focus Partners Wealth 0.20% Reduce -43.1% 71,965 $63.8M
Nippon Life Global Investors Americas, Inc. 2.73% Reduce -23.5% 71,800 $63.6M
Compagnie Lombard Odier SCmA 0.98% Add +8.3% 71,364 $63.2M
Ami Asset Management Corp. 3.42% Reduce -2.7% 71,193 $63.1M
Groupama Asset Managment 1.65% Add +0.5% 88,465 $62.9M
Salem Investment Counselors Inc. 1.89% Reduce -0.9% 70,881 $62.8M
Temasek Holdings (Private) Ltd 0.25% Add +132.1% 70,300 $62.3M
Performance Wealth Partners, LLC 2.14% Add +5.6% 70,198 $62.2M
Illinois Municipal Retirement Fund 0.88% Add +4.6% 69,368 $61.5M
Sequoia Financial Advisors, LLC 0.65% Add +9.7% 68,490 $60.7M
Holistic Financial Partners 28.92% Reduce -0.3% 67,823 $60.1M
Caprock Group, LLC 2.18% Add +13.5% 67,759 $60.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.14% Reduce -6.9% 67,630 $59.9M
Rokos Capital Management LLP 2.18% New 67,559 $59.8M
Oregon Public Employees Retirement Fund 1.12% Reduce -1.6% 67,510 $59.8M
Banque Pictet & Cie SA 0.59% Add +3.7% 66,964 $59.3M
Capital International Ltd. 2.55% Reduce -1.8% 66,715 $59.1M
South Dakota Investment Council 1.14% No change 65,909 $58.4M
Castleark Management LLC 2.36% Reduce -17.0% 65,326 $57.9M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.80% Add +2.6% 64,775 $57.4M
Prime Capital Investment Advisors, LLC 0.81% Add +2.6% 64,372 $57.0M
Gulf International Bank (UK) Ltd 1.45% Reduce -3.8% 63,877 $56.6M
Steward Partners Investment Advisory, LLC 0.52% Add +4.5% 63,631 $56.4M
Acadian Asset Management LLC 0.17% Reduce -19.5% 63,163 $56.0M
Campbell Newman Asset Management Inc. 4.15% Reduce -0.1% 62,327 $55.2M
Bank Pictet & Cie (Europe) AG 1.30% Add +1.1% 62,190 $55.1M
Ieq Capital, LLC 0.68% Add +14.2% 62,189 $55.1M
Mutual Advisors, LLC 1.61% Add +0.1% 61,563 $54.9M
Quantinno Capital Management LP 0.71% Add +27.5% 61,268 $54.3M
Ethic Inc. 1.37% Reduce -5.8% 69,767 $54.3M
Rodgers Brothers Inc. 6.88% Reduce -0.7% 61,133 $54.2M
Indie Asset Partners, LLC 40.28% Add +0.0% 60,705 $53.8M
Blue Trust, Inc. 0.70% Add +11.5% 59,147 $53.6M
Achmea Investment Management B.V. 0.87% Reduce -1.5% 59,846 $53.0M
First Manhattan Co. Llc. 0.16% Reduce -4.0% 59,466 $52.7M
Pacer Advisors, Inc. 0.11% Reduce -13.6% 58,799 $52.1M
Bokf, NA 0.91% Add +2.8% 58,133 $51.5M
Connor, Clark & Lunn Investment Management Ltd. 0.25% Add +6.7% 58,044 $51.4M
Dakota Wealth Management 1.16% Reduce -1.4% 57,982 $51.4M
Andra AP-fonden 0.75% Reduce -9.0% 57,600 $51.0M
Beacon Pointe Advisors, LLC 0.59% Add +14.4% 57,584 $51.0M
Stonegate Investment Group, LLC 1.33% Add +1.5% 56,999 $50.5M
First American Bank 3.62% Reduce -6.3% 56,807 $50.3M
Martingale Asset Management L P 1.15% Reduce -18.2% 56,730 $50.3M
Williamson Legacy Group, LLC 33.56% Add +31.9% 56,674 $50.2M
Adams Diversified Equity Fund, Inc. 1.84% Reduce -11.2% 56,468 $50.0M
First Merchants Corp. 1.90% Reduce -0.2% 56,031 $49.6M
J.P. Marvel Investment Advisors, LLC 8.10% Add +0.3% 56,023 $49.6M
Braun Stacey Associates Inc. 1.87% Reduce -15.3% 55,614 $49.3M
Artemis Investment Management LLP 0.75% Add +29.9% 55,474 $49.1M
Kentucky Retirement Systems 1.44% Reduce -8.7% 54,956 $48.7M
Cypress Capital Group 5.46% Reduce -2.5% 54,848 $48.6M
Kingsview Wealth Management, LLC 1.02% Add +3.5% 54,679 $48.4M
Twin Tree Management, LP 1.12% Add +28.2% 54,571 $48.3M
Modera Wealth Management, LLC 0.60% Reduce -2.6% 53,136 $47.1M
Walleye Capital LLC 0.55% Add +181.3% 53,003 $47.0M
Savant Capital, LLC 0.39% Add +27.7% 53,000 $47.0M
Oak Ridge Investments LLC 4.02% Add +7.5% 52,042 $46.1M
Forvis Mazars Wealth Advisors, LLC 1.05% Add +16.9% 51,581 $45.7M
Aquatic Capital Management LLC 1.19% New 51,440 $45.6M
Northeast Investment Management 2.03% Add +1.5% 51,252 $45.4M
Mizuho Securities USA LLC 0.97% Reduce -16.9% 51,153 $45.3M
Advisory Services Network, LLC 0.93% No change 49,573 $44.9M
Citizens Financial Group Inc. 0.90% Reduce -4.7% 50,575 $44.8M
Madison Asset Management, LLC 0.50% Reduce -1.2% 50,026 $44.3M
Stephens Inc. 0.63% Reduce -4.7% 50,003 $44.3M
Assetmark, Inc. 0.13% Add +7.3% 49,713 $44.0M
Hartford Investment Management Co. 1.45% Reduce -2.9% 49,650 $44.0M
Tidal Investments LLC 0.48% Add +20.5% 49,562 $43.9M
Lido Advisors, LLC 0.33% Reduce -12.9% 49,224 $43.6M
Chilton Capital Management LLC 1.81% Add +213.7% 49,054 $43.5M
Shufro Rose & Co. LLC 3.53% No change 47,751 $43.2M
Financial Counselors Inc. 0.64% Reduce -5.3% 48,793 $43.2M
Investment House LLC 2.32% Reduce -0.3% 48,527 $43.0M
Orange Investment Advisors, Inc. 4.74% Reduce -8.0% 48,316 $42.8M
Traynor Capital Management, Inc. 3.47% Add +12.6% 48,032 $42.6M
Farmers & Merchants Investments Inc. 1.32% Reduce -2.1% 48,004 $42.5M
CW Advisors, LLC 0.56% Add +9.1% 47,709 $42.3M
Rhenman & Partners Asset Management AB 3.42% Add +1.1% 47,500 $42.1M
Vestcor Inc 1.32% Reduce -2.7% 47,371 $42.0M
Metis Global Partners, LLC 1.30% Add +2.4% 47,210 $41.8M
Maple Capital Management, Inc. 3.16% Add +0.3% 46,716 $41.4M
Avantax Advisory Services, Inc. 0.27% Reduce -5.3% 46,342 $41.1M
SG Americas Securities, LLC 0.16% Add +70.3% 46,172 $40.9M
Tokio Marine Asset Management Co. Ltd. 1.79% Add +3.2% 46,122 $40.9M
Maryland State Retirement & Pension System 0.86% Reduce -30.5% 46,075 $40.8M
Atria Investments, Inc 0.51% Reduce -1.4% 45,993 $40.7M
Vestor Capital, LLC 3.19% Reduce -20.7% 45,820 $40.6M
Cubist Systematic Strategies, LLC 0.61% New 45,785 $40.6M
CENTRAL TRUST Co 0.94% Add +1.9% 45,304 $40.1M
F/m Investments LLC 1.26% Reduce -4.9% 45,181 $40.0M
Sterling Capital Management LLC 0.52% — 45,144 $40.0M
Dodge & Cox 0.02% Reduce -1.9% 45,090 $39.9M
Rakuten Investment Management, Inc. 0.23% Add +31.9% 45,066 $39.6M
United Capital Financial Advisors, LLC 0.33% Add +10.1% 44,608 $39.5M
Louisiana State Employees Retirement System 0.72% Reduce -1.8% 44,400 $39.3M
Bellevue Group AG 0.64% Reduce -10.9% 44,246 $39.2M
Rwa Wealth Partners, LLC 0.49% Reduce -2.9% 44,163 $39.1M
D.A. Davidson & Co. 0.32% Add +1.9% 43,893 $38.9M
Freedom Together Foundation 4.11% Reduce -61.1% 43,868 $38.9M
Securian Asset Management, Inc. 1.12% Reduce -5.0% 43,631 $38.7M
Cornerstone Advisors, LLC 1.52% Add +2.6% 43,400 $38.4M
Wendell David Associates Inc. 3.67% Reduce -0.0% 43,365 $38.4M
Foster Dykema Cabot & Partners, LLC 3.18% Reduce -2.3% 42,723 $37.9M
Fulton Breakefield Broenniman LLC 2.64% Reduce -2.2% 42,715 $37.8M
HB Wealth Management, LLC 0.41% Add +2.7% 42,569 $37.7M
Atria Wealth Solutions, Inc. 0.41% Reduce -2.0% 42,508 $37.7M
Azimuth Capital Investment Management LLC 1.45% Reduce -4.2% 42,240 $37.4M
Envestnet Portfolio Solutions, Inc. 0.12% Add +16.9% 42,127 $37.3M
Daiichi Life Insurance Co., Ltd. 0.94% Reduce -24.6% 42,100 $37.3M
Dorsey & Whitney Trust CO LLC 1.98% Add +26.7% 42,040 $37.2M
Hancock Whitney Corp. 1.19% Add +0.5% 41,691 $36.9M
Picton Mahoney Asset Management 1.42% Reduce -10.4% 41,418 $36.7M
TrinityBridge Ltd 1.13% Add +11.1% 41,380 $36.6M
Artisan Partners Limited Partnership 0.05% Reduce -29.3% 41,044 $36.4M
Advisors Asset Management, Inc. 0.67% Reduce -14.5% 40,932 $36.3M
DE Burlo Group Inc. 4.45% Reduce -9.4% 40,801 $36.1M
Parkman Healthcare Partners LLC 4.57% Add +27.6% 40,384 $35.8M
BNP Paribas 1.49% Add +38.8% 40,520 $35.8M
Erste Asset Management GmbH 0.43% Add +11.9% 40,567 $35.6M
Wilmington Savings Fund Society, FSB 0.64% Add +132.7% 40,055 $35.5M
Independent Advisor Alliance 1.28% Reduce -0.8% 39,583 $35.1M
&partners 0.67% Add +135.6% 39,317 $34.8M
Oppenheimer Asset Management Inc. 0.42% Reduce -0.3% 39,263 $34.8M
NEOS Investment Management LLC 1.05% Add +14.4% 39,157 $34.7M
New Mexico Educational Retirement Board 1.17% Reduce -3.0% 39,008 $34.6M
Motley Fool Asset Management LLC 2.04% Add +4.2% 39,005 $34.5M
Oddo BHF Asset Management Sas 1.72% — 38,747 $34.3M
KCM Investment Advisors LLC 1.17% Add +1.0% 38,668 $34.3M
Perigon Wealth Management, LLC 0.92% Reduce -1.7% 38,548 $34.2M
Pinnacle Associates Ltd. 0.58% Add +2.2% 58,295 $34.0M
Orion Porfolio Solutions, LLC 0.34% Add +2.2% 38,242 $33.9M
Orion Portfolio Solutions, LLC 0.34% Add +2.2% 38,242 $33.9M
Shell Asset Management Co. 1.49% — 38,123 $33.8M
LVM Capital Management Ltd. 3.81% No change 37,028 $33.5M
Colonial Trust Advisors 2.90% Add +2.2% 37,780 $33.5M
Meeder Asset Management Inc. 2.22% Add +15.9% 37,587 $33.3M
Liberty One Investment Management, LLC 3.39% Reduce -2.5% 37,486 $33.2M
Granite Investment Partners, LLC 1.42% Reduce -1.9% 37,471 $33.2M
Svenska Handelsbanken AB (publ) 16.73% New 37,443 $33.2M
B. Riley Wealth Advisors, Inc. 0.92% Reduce -2.4% 37,307 $33.0M
Evercore Wealth Management, LLC 0.50% Reduce -8.0% 37,266 $33.0M
Allianz SE 0.89% Add +4.2% 37,133 $32.9M
NTV Asset Management LLC 4.39% Reduce -0.7% 37,024 $32.8M
Guggenheim Capital LLC 0.23% Reduce -21.1% 36,715 $32.5M
OMERS ADMINISTRATION Corp 0.30% Add +0.3% 36,657 $32.5M
Kimelman & Baird, LLC 2.59% Reduce -3.6% 36,590 $32.4M
Migdal Insurance & Financial Holdings Ltd. 0.52% Reduce -1.2% 36,338 $32.2M
1ST Source Bank 1.82% Reduce -1.8% 36,315 $32.2M
Davis R M Inc. 0.62% Add +11.3% 36,236 $32.1M
Crossmark Global Holdings, Inc. 0.58% Reduce -2.7% 36,110 $32.0M
Fullerton Fund Management Co Ltd. 1.34% Reduce -32.7% 36,030 $31.9M
Pinnacle Financial Partners Inc 0.64% Add +0.8% 35,961 $31.9M
Vinva Investment Management Ltd 1.34% Add +9.9% 36,083 $31.7M
Crestwood Advisors Group, LLC 0.60% Add +0.4% 35,686 $31.6M
Stratos Wealth Partners, LTD. 0.46% Add +1.2% 35,622 $31.6M
Aptus Capital Advisors, LLC 0.48% Add +17.1% 35,477 $31.4M
Kennedy Capital Management LLC 0.69% Add +10.4% 35,340 $31.3M
Northwest & Ethical Investments L.P. 0.83% Add +25.4% 35,277 $31.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.31% Add +3.8% 35,092 $31.1M
Raymond James Trust N.A. 0.67% Add +0.7% 34,943 $31.0M
GAMCO Investors 0.32% Reduce -2.8% 34,812 $30.8M
Clearstead Advisors, LLC 0.48% Reduce -1.0% 34,790 $30.8M
Mogy Joel R Investment Counsel Inc. 1.87% Add +4.0% 34,415 $30.5M
Exchange Traded Concepts, LLC 0.72% Add +8.9% 34,077 $30.2M
Winslow Asset Management Inc. 5.58% Reduce -1.8% 34,043 $30.2M
Johnson Investment Counsel Inc. 0.30% Add +0.4% 33,969 $30.1M
EP Wealth Advisors, LLC 0.26% Add +8.0% 33,832 $30.0M
NorthCoast Asset Management LLC 0.21% Add +117.1% 46,132 $29.7M
Woodley Farra Manion Portfolio Management Inc. 1.50% Reduce -1.5% 33,537 $29.7M
Bridgeway Capital Management, LLC 0.63% Add +12.3% 33,087 $29.3M
Flputnam Investment Management Co. 0.53% Add +17.8% 39,310 $29.3M
Burney Co./ 1.04% Reduce -4.0% 33,070 $29.3M
Foundations Investment Advisors, LLC 0.62% Add +44.2% 33,055 $29.3M
Brookstone Capital Management 0.43% Add +6.8% 33,029 $29.3M
Kestra Private Wealth Services, LLC 0.54% Reduce -7.8% 32,968 $29.2M
Great Lakes Advisors, LLC 0.24% Reduce -1.1% 32,885 $29.1M
TruWealth Advisors, LLC 1.78% Reduce -0.7% 32,876 $29.1M
Federation des caisses Desjardins du Quebec 0.14% Reduce -10.3% 32,715 $29.0M
Snowden Capital Advisors LLC 0.87% Add +6.7% 32,672 $28.9M
Chartwell Investment Partners, LLC 0.99% Reduce -3.8% 32,665 $28.9M
Atika Capital Management LLC 3.09% Add +3.2% 32,650 $28.9M
Cavalier Investments, LLC 8.85% Add +211.1% 32,556 $28.8M
Spire Wealth Management 0.97% Add +4.0% 32,498 $28.8M
South Street Advisors LLC 4.36% Reduce -20.0% 32,407 $28.7M
Logan Capital Management Inc. 1.18% Reduce -0.4% 32,319 $28.6M
DAVENPORT & Co LLC 0.17% Add +2.5% 32,267 $28.6M
Sheaff Brock Investment Advisors, LLC 2.49% Reduce -7.1% 32,010 $28.4M
Empowered Funds, LLC 0.44% Reduce -4.6% 31,796 $28.2M
Norinchukin Bank, The 0.66% Add +13.8% 31,768 $28.1M
Whittier Trust Co. of Nevada Inc. 0.72% Add +7.3% 31,591 $28.0M
Meiji Yasuda Life Insurance Co 0.51% Reduce -3.3% 31,232 $27.7M
Tompkins Financial Corp. 2.63% Reduce -1.3% 30,982 $27.4M
First National Trust Co 1.06% Reduce -0.7% 30,939 $27.4M
Brevan Howard Capital Management LP 1.36% Add +5376.0% 30,775 $27.3M
Atle Fund Management AB 12.73% Add +12.6% 30,564 $27.1M
Choreo, LLC 0.40% Add +9.1% 30,486 $27.0M
Nomura Holdings Inc. 0.20% Reduce -35.0% 30,141 $26.7M
GAM Holding AG 2.12% Add +55.3% 29,978 $26.6M
Valiant Capital Management, L.P. 3.58% Reduce -35.9% 29,526 $26.2M
First American Trust, FSB 2.59% Add +1.5% 29,506 $26.1M
Investment Management Corp of Ontario 0.58% Add +55.1% 29,382 $26.0M
Jump Financial, LLC 0.54% Add +12365.1% 29,293 $26.0M
Livforsakringsbolaget Skandia, Omsesidigt 1.39% Add +52.1% 29,176 $25.8M
Meyer Handelman Co. 0.87% Reduce -2.5% 29,016 $25.7M
MUFG Securities EMEA plc 1.05% Add +55669.2% 29,000 $25.7M
Westpac Banking Corp. 1.71% Add +25.3% 28,874 $25.6M
Builder Investment Group Inc. 6.85% Reduce -1.1% 28,786 $25.5M
Trust Co. of Toledo NA 3.44% Add +0.1% 28,725 $25.4M
Cardinal Capital Management 3.96% Reduce -0.8% 28,702 $25.4M
Montag A & Associates Inc. 1.20% Add +4.6% 28,614 $25.4M
Townsquare Capital LLC 0.30% Add +16.9% 28,530 $25.3M
Greenleaf Trust 0.22% Add +1.8% 28,437 $25.2M
Franklin Street Advisors Inc. 1.70% Reduce -0.1% 28,424 $25.2M
Vident Advisory, LLC 0.63% Add +44.0% 28,117 $24.9M
Calamos Wealth Management LLC 1.29% Reduce -12.0% 27,965 $24.8M
Integrated Wealth Concepts LLC 0.30% Add +5.1% 27,919 $24.7M
Peachtree Investment Partners, LLC 9.20% Reduce -0.7% 27,611 $24.5M
Eagle Asset Management Inc. 0.12% Add +33.8% 29,394 $24.4M
Jag Capital Management, LLC 2.96% Add +5.2% 27,573 $24.4M
Sound View Wealth Advisors Group, LLC 1.99% Add +3.5% 27,564 $24.4M
Empirical Finance, LLC 1.42% Add +2.4% 27,540 $24.4M
Bedrijfstakpensioenfonds Voor DE Media Pno 3.14% No change 30,600 $24.3M
Destination Wealth Management 0.75% Add +1373.9% 27,326 $24.2M
William Blair Investment Management, LLC 0.06% Add +1297.9% 27,162 $24.1M
Williams Jones Wealth Management, LLC. 0.28% Add +13.6% 27,082 $24.0M
Meiji Yasuda Asset Management Co Ltd. 0.91% Add +1.9% 27,037 $24.0M
Rheos Capital Works Inc. 1.25% Reduce -56.0% 27,000 $23.9M
Jupiter Asset Management Ltd. 0.21% Add +29.7% 26,993 $23.9M
Hartline Investment Corp./ 2.98% Add +33.9% 26,958 $23.9M
Centiva Capital, LP 1.08% Add +15055.9% 26,826 $23.8M
Chicago Capital, LLC 0.66% Reduce -0.4% 26,813 $23.8M
Essex Financial Services, Inc. 1.71% Reduce -7.6% 26,107 $23.7M
Freestone Capital Holdings, LLC 0.82% Add +0.7% 26,754 $23.7M
Abner Herrman & Brock LLC 2.83% Add +0.4% 26,508 $23.5M
Westfield Capital Management Co. LP 0.11% Reduce -11.6% 26,351 $23.3M
Associated Banc-Corp 0.68% Add +13.8% 26,299 $23.3M
Bartlett & Co. Wealth Management LLC 0.33% Add +0.0% 26,251 $23.3M
Sit Investment Associates Inc. 0.52% Add +111.0% 26,200 $23.2M
Suncoast Equity Management 2.63% Add +354.6% 26,081 $23.1M
Liontrust Investment Partners LLP 0.33% No change 25,500 $23.1M
Point72 Hong Kong Ltd 1.65% New 25,942 $23.0M
Laird Norton Wetherby Wealth Management, LLC 1.05% Reduce -1.8% 25,831 $22.9M
Cary Street Partners Investment Advisory LLC 0.84% Reduce -0.1% 25,826 $22.9M
Signaturefd, LLC 0.44% Reduce -0.0% 25,825 $22.9M
Wesbanco Bank Inc. 0.78% Reduce -5.9% 25,798 $22.9M
Aristotle Atlantic Partners, LLC 0.70% Add +12.3% 25,569 $22.7M
KMG Fiduciary Partners, LLC 1.95% Reduce -1.9% 25,530 $22.6M
Walter & Keenan Wealth Management LLC /in/ 6.86% Reduce -1.0% 25,488 $22.6M
King Wealth Management Group 3.52% Add +0.2% 25,480 $22.6M
Arthur M. Cohen & Associates, LLC 4.07% Reduce -1.2% 25,473 $22.5M
Copeland Capital Management, LLC 0.39% Reduce -3.8% 25,369 $22.5M
Journey Advisory Group, LLC 2.69% Reduce -0.1% 24,805 $22.5M
Bleakley Financial Group, LLC 0.68% Reduce -47.1% 25,333 $22.4M
Capital Investment Advisors, LLC 0.46% Reduce -1.5% 25,228 $22.4M
Parsons Capital Management Inc. 1.42% Reduce -4.6% 25,220 $22.3M
Mirae Asset Securities (usa) Inc. 1.28% New 25,085 $22.2M
City Holding Co. 3.08% Reduce -5.8% 25,031 $22.2M
Northwestern Mutual Investment Management Company, LLC 0.52% Reduce -1.6% 25,002 $22.2M
Navellier & Associates Inc. 3.00% Reduce -6.5% 24,971 $22.1M
United Services Automobile Association 0.56% Reduce -17.8% 24,846 $22.0M
Prospera Financial Services Inc 0.56% Add +7.1% 24,629 $21.8M
Elgethun Capital Management 5.12% Add +0.0% 24,634 $21.8M
Sumitomo Life Insurance Co. 0.43% Add +0.4% 24,613 $21.8M
Independent Financial Group, LLC 0.79% Reduce -23.3% 24,260 $21.5M
Argent Trust Co 0.88% Add +3.0% 24,056 $21.3M
Raub Brock Capital Management LP 4.30% Reduce -3.0% 23,879 $21.2M
Rice Partnership, LLC 4.25% Add +1.7% 23,837 $21.1M
Concurrent Investment Advisors, LLC 0.63% Add +3.0% 23,809 $21.1M
London Co. of Virginia 0.11% Reduce -3.3% 23,799 $21.1M
TCV Trust & Wealth Management, Inc. 1.89% Reduce -3.1% 23,762 $21.1M
JARISLOWSKY, FRASER Ltd 0.12% Reduce -7.8% 23,749 $21.0M
First Trust Investment Solutions L.P. 2.37% Add +214.6% 23,691 $21.0M
Parallel Advisors, LLC 0.49% Reduce -2.6% 23,649 $21.0M
PGGM Investments 0.27% New 23,605 $20.9M
Kentucky Retirement Systems Insurance Trust Fund 1.44% Reduce -9.3% 23,356 $20.7M
Busey Bank 0.67% Add +1.2% 23,331 $20.7M
Chronos Wealth Management, LLC 10.73% Reduce -1.5% 23,220 $20.6M
Mirova 3.55% Reduce -9.5% 23,213 $20.6M
Fiera Capital Corp 0.06% Add +2.3% 23,172 $20.5M
Great Valley Advisor Group, Inc. 0.50% Add +8.0% 23,094 $20.5M
Coldstream Capital Management Inc. 0.44% Reduce -2.3% 23,189 $20.5M
Baron Capital (BAMCO) 0.05% Reduce -4.2% 23,000 $20.4M
Jackson Square Capital, LLC 5.03% Reduce -5.5% 22,877 $20.3M
Anderson Hoagland & Co. 2.06% Reduce -0.1% 22,779 $20.2M
Donaldson Capital Management, LLC 0.78% Reduce -12.5% 22,806 $20.2M
Axxcess Wealth Management, LLC 0.51% Add +4.2% 22,780 $20.2M
Canandaigua National Trust Co of Florida 17.16% — 22,532 $20.0M
Banque Cantonale Vaudoise 0.82% Reduce -2.8% 22,522 $20.0M
Gunderson Capital Management LLC 8.44% Add +1.0% 22,497 $19.9M
Huber Capital Management LLC 4.00% No change 22,437 $19.9M
Chesley Taft & Associates LLC 0.95% Reduce -0.8% 22,383 $19.8M
LGT Fund Management Co Ltd. 2.04% Add +24.6% 22,092 $19.7M
First Trust Direct Indexing L.P. 1.05% Add +6.3% 22,162 $19.6M
iA Global Asset Management Inc. 0.34% Reduce -1.1% 22,140 $19.6M
Zweig-DiMenna Associates LLC 1.99% Add +12.5% 22,140 $19.6M
Caldwell Trust Co 2.06% Reduce -1.8% 22,105 $19.6M
Senator Investment Group LP 0.93% New 22,000 $19.5M
Cumberland Partners Ltd 1.35% Add +173.4% 21,984 $19.5M
HM Payson & Co. 0.33% Add +1.8% 21,953 $19.4M
Trifecta Capital Advisors, LLC 4.07% Add +0.6% 21,947 $19.4M
Cypress Asset Management Inc. 4.83% Add +1.9% 21,878 $19.4M
McGowan Group Asset Management, Inc. 2.59% Reduce -0.6% 21,802 $19.3M
Partnership Wealth Management, LLC 13.62% Reduce -5.9% 21,774 $19.3M
Jacobs & Co. 1.93% Reduce -1.1% 21,745 $19.3M
Brown Brothers Harriman & Co. 0.13% Add +16.1% 21,668 $19.2M
Praxis Investment Management Inc. 1.21% No change 21,650 $19.2M
Cyrus J. Lawrence, LLC 3.76% Add +1.8% 21,632 $19.2M
Bath Savings Trust Co 1.90% Reduce -0.6% 21,611 $19.1M
Sycomore Asset Management 3.18% Reduce -46.0% 21,051 $19.1M
Point72 Asia (Singapore) Pte. Ltd. 3.59% New 21,552 $19.1M
Van Lanschot Kempen Investment Management N.V. 0.19% Add +2.2% 21,549 $19.1M
Jamison Private Wealth Management, Inc. 2.90% Add +0.1% 21,504 $19.1M
Moors & Cabot, Inc. 0.94% Add +2.6% 21,421 $19.0M
Narwhal Capital Management 1.71% Add +18.9% 21,403 $19.0M
Impax Asset Management Group plc 0.07% Reduce -2.6% 21,395 $19.0M
Dana Investment Advisors, Inc. 0.63% Add +3.5% 21,364 $18.9M
Lombard Odier Asset Management (Switzerland) SA 1.58% Add +11.8% 21,314 $18.9M
Ritholtz Wealth Management 0.57% Reduce -8.1% 21,206 $18.8M
AIA Group Ltd 0.48% Add +9.3% 21,160 $18.7M
Trust Investment Advisors 11.90% Reduce -3.9% 21,077 $18.7M
Ferguson Wellman Capital Management, Inc. 0.36% Reduce -2.0% 20,974 $18.6M
Ameritas Investment Partners, Inc. 0.60% Reduce -9.2% 20,887 $18.5M
CHURCHILL MANAGEMENT Corp 0.21% Add +131.1% 20,703 $18.3M
Hamilton Capital Partners Inc. 1.58% Reduce -4.3% 20,638 $18.3M
Covington Investment Advisors Inc. 2.75% Add +0.5% 20,629 $18.3M
Bradley Foster & Sargent Inc. 0.31% Add +2.2% 20,623 $18.3M
Rowlandmiller & Partners.adv 3.71% Reduce -0.3% 20,619 $18.3M
HUB Investment Partners, LLC 0.80% Add +180.9% 20,599 $18.2M
Private Advisory Group LLC 2.30% Add +1.1% 20,587 $18.2M
MIG Capital, LLC 2.21% New 20,581 $18.2M
Wedbush Securities Inc. 0.68% Reduce -16.1% 20,559 $18.2M
Harvest Fund Management Co., Ltd 1.08% Add +17.1% 20,523 $18.2M
Alerus Financial NA 1.33% Reduce -5.9% 20,507 $18.2M
Tower Research Capital LLC (TRC) 0.47% Reduce -27.7% 20,259 $17.9M
Sawgrass Asset Management LLC 1.87% Reduce -3.4% 20,255 $17.9M
Concentric Capital Strategies, LP 1.12% Add +11.0% 20,110 $17.8M
Florida Trust Wealth Management Co 0.57% Reduce -0.8% 20,100 $17.8M
Tocqueville Asset Management L.P. 0.28% Reduce -0.6% 20,048 $17.8M
HighPoint Advisor Group LLC 1.03% Reduce -4.8% 20,035 $17.7M
GLOBALT Investments LLC / GA 0.66% Reduce -5.0% 20,025 $17.7M
Beacon Investment Advisory Services, Inc. 0.74% Add +4.8% 19,950 $17.7M
Elser Financial Planning, Inc 25.49% Add +3.7% 19,827 $17.6M
Connors Investor Services Inc. 1.69% Reduce -18.4% 19,721 $17.4M
SkyOak Wealth, LLC 3.82% Reduce -2.6% 19,464 $17.2M
WASHINGTON TRUST Co 0.60% Add +0.5% 19,459 $17.2M
GYL Financial Synergies, LLC 1.29% Reduce -5.3% 19,408 $17.2M
Thoroughbred Financial Services, LLC 1.10% Add +2.2% 19,305 $17.1M
Soleus Capital Management, L.P. 1.42% New 19,300 $17.1M
Mirabella Financial Services LLP 0.97% New 19,290 $17.1M
Harbour Capital Advisors, LLC 3.94% Reduce -1.0% 18,556 $17.1M
Spectrum Wealth Counsel, LLC 2.01% Reduce -1.0% 19,250 $17.1M
CX Institutional 0.75% Reduce -2.1% 19,171 $17.0M
IHT Wealth Management, LLC 0.48% Reduce -58.7% 19,177 $17.0M
SJS Investment Consulting Inc. 3.00% Add +0.3% 19,159 $17.0M
Sandy Spring Bank 0.70% Add +8.3% 19,151 $17.0M
Rossmore Private Capital 2.10% Add +0.2% 19,148 $17.0M
Schmidt P J Investment Management Inc. 2.93% Reduce -0.3% 19,143 $17.0M
First Long Island Investors, LLC 1.34% Add +1.8% 19,130 $16.9M
Simplify Asset Management Inc. 1.16% Add +67.2% 19,082 $16.9M
Palisade Asset Management, LLC 1.65% Reduce -0.8% 19,070 $16.9M
Global Retirement Partners, LLC 0.51% Add +2.0% 18,983 $16.8M
Cadinha & Co. LLC 2.87% Reduce -0.6% 18,965 $16.8M
BSN CAPITAL PARTNERS Ltd 3.27% New 18,000 $16.8M
Chicago Partners Investment Group LLC 0.60% Reduce -1.1% 18,528 $16.7M
Sienna Gestion 1.11% Add +31.5% 18,917 $16.7M
Coastline Trust Co 1.96% Reduce -9.5% 18,871 $16.7M
HBK Sorce Advisory LLC 0.51% Reduce -1.6% 18,859 $16.7M
Dorsey Wright & Associates 3.93% Add +1.5% 18,733 $16.6M
Sigma Planning Corp 0.51% Reduce -0.0% 18,721 $16.6M
Broadleaf Partners, LLC 3.92% Reduce -0.3% 18,698 $16.6M
Sage Advisors, LLC 13.03% Add +0.1% 18,677 $16.5M
TSP Capital Management Group, LLC 5.12% Reduce -0.6% 18,675 $16.5M
Dupont Capital Management Corp. 1.38% Reduce -26.3% 18,644 $16.5M
Boston Common Asset Management, LLC 0.43% Add +77.5% 18,563 $16.4M
Choate Investment Advisors 0.42% Add +1.1% 18,450 $16.3M
Fourpath Capital Management, LLC 3.00% Add +5387.8% 18,384 $16.3M
Gimbal Financial 10.49% Reduce -0.4% 18,128 $16.2M
Alaska Permanent Fund Corp 0.24% No change 18,232 $16.2M
Savoie Capital LLC 1.97% Add +7.7% 18,216 $16.1M
Avitas Wealth Management LLC 2.25% Reduce -0.4% 18,090 $16.0M
Cozad Asset Management Inc. 1.53% Add +13.8% 18,066 $16.0M
Twin Capital Management Inc. 1.80% Add +1.9% 18,051 $16.0M
Bender Robert & Associates 3.40% — 18,051 $16.0M
Hantz Financial Services, Inc. 0.28% Add +0.9% 17,961 $15.9M
FineMark National Bank & Trust 0.55% Reduce -3.9% 17,921 $15.9M
Colonial Trust Co / SC 2.44% Add +1.5% 17,882 $15.8M
Spinnaker Trust 0.97% Reduce -1.2% 17,855 $15.8M
Biondo Investment Advisors, LLC 2.16% Add +0.6% 17,824 $15.8M
Gouws Capital LLC 10.54% Reduce -0.5% 17,627 $15.6M
Northside Capital Management, LLC 2.44% No change 17,625 $15.6M
Siemens Fonds Invest GmbH 1.23% Reduce -2.6% 17,455 $15.5M
Longbow Finance SA 1.64% Reduce -27.2% 17,389 $15.4M
Waverly Advisors, LLC 0.28% Add +0.2% 17,340 $15.4M
Cutter Capital Management, LP 4.52% New 17,299 $15.3M
Clarity Financial LLC 1.80% Reduce -4.9% 17,286 $15.3M
Kintegral Advisory, LLC 1.40% Reduce -1.3% 17,239 $15.3M
OVERSEA-CHINESE BANKING Corp Ltd 0.43% Add +13.4% 17,229 $15.3M
NJ State Employees Deferred Compensation Plan 1.81% No change 17,160 $15.2M
Talbot Financial, LLC 1.84% Add +4.8% 17,077 $15.1M
Hilton Capital Management, LLC 1.17% Add +1.5% 17,070 $15.1M
FFG Partners, LLC 5.74% Add +41.7% 17,051 $15.1M
Dynamic Advisor Solutions LLC 0.45% Add +4.9% 17,049 $15.1M
Codex Capital Asset Management L.L.C. 6.68% Reduce -5.6% 17,000 $15.1M
National Mutual Insurance Federation of Agricultural Cooperatives 0.14% New 17,000 $15.1M
Ballentine Partners, LLC 0.26% Add +3.7% 16,981 $15.0M
Phoenix Financial Ltd. 0.22% Reduce -3.6% 16,941 $15.0M
Park Avenue Securities LLC 0.17% Reduce -9.2% 16,893 $15.0M
Beck Bode, LLC 2.81% Add +1.7% 16,884 $15.0M
Shelton Capital Management 0.38% Reduce -22.0% 16,789 $14.9M
Pallas Capital Advisors LLC 0.64% Add +8.6% 16,686 $14.9M
Plato Investment Management Ltd 1.21% Add +9.7% 16,804 $14.9M
Lockheed Martin Investment Management Co. 0.69% Add +571.2% 16,780 $14.9M
Quest Investment Management LLC 1.74% Reduce -24.2% 16,764 $14.9M
Catalyst Funds Management Pty Ltd 3.26% Add +583.7% 16,750 $14.8M
Venturi Wealth Management, LLC 0.78% Reduce -6.9% 16,715 $14.8M
SeaCrest Wealth Management, LLC 1.59% Reduce -0.0% 16,677 $14.8M
WESPAC Advisors SoCal, LLC 3.42% Add +8.4% 16,676 $14.8M
GTS Securities LLC 0.29% Add +12.9% 16,559 $14.7M
Transcend Capital Advisors, LLC 0.98% Reduce -2.3% 16,538 $14.7M
Martin Currie Ltd. 0.52% New 15,733 $14.6M
L & S Advisors Inc 1.71% Reduce -13.8% 16,477 $14.6M
Richard Bernstein Advisors LLC 0.31% No change 16,450 $14.6M
Alberta Investment Management Corp 0.13% Add +281.4% 16,400 $14.5M
Vantage Investment Partners, LLC 1.22% Reduce -8.9% 16,378 $14.5M
Americana Partners, LLC 0.99% Add +3.4% 16,364 $14.5M
Ashton Thomas Private Wealth, LLC 0.77% Add +5.1% 16,358 $14.5M
Creative Financial Designs Inc. 1.22% Add +2.0% 16,339 $14.5M
Amica Mutual Insurance Co. 1.40% No change 16,316 $14.5M
Jacobs Levy Equity Management, Inc. 0.06% Reduce -22.1% 16,272 $14.4M
Patten & Patten Inc. 0.96% Reduce -1.0% 16,270 $14.4M
Monetary Management Group Inc. 3.67% Reduce -1.1% 16,130 $14.3M
Gladstone Institutional Advisory LLC 0.70% Add +40.0% 16,117 $14.3M
North Star Asset Management Inc. 0.64% Reduce -1.3% 16,100 $14.3M
OneDigital Investment Advisors LLC 0.16% Reduce -0.5% 16,092 $14.3M
Summit Global Investments 0.91% Add +176.4% 16,065 $14.2M
Mesirow Financial Investment Management, Inc. 0.27% Add +0.7% 16,003 $14.2M
Finer Wealth Management, Inc. 8.73% Reduce -3.5% 15,965 $14.1M
Strategy Asset Managers LLC 2.71% Add +132.9% 15,929 $14.1M
Wealth Advisory Solutions, LLC 3.88% Reduce -3.0% 15,892 $14.1M
Y-Intercept (Hong Kong) Ltd 0.86% New 15,891 $14.1M
Sirios Capital Management L P 2.48% Reduce -17.6% 15,840 $14.0M
Laurel Wealth Advisors LLC 2.25% Reduce -5.1% 15,835 $14.0M
Core Alternative Capital 2.71% Reduce -5.2% 15,814 $14.0M
Baker Avenue Asset Management, LP 0.44% Add +26.5% 15,809 $14.0M
NWK Group, Inc. 5.70% Reduce -0.8% 15,800 $14.0M
Meeder Advisory Services, Inc. 0.90% Add +2.9% 15,761 $14.0M
Mgo One Seven LLC 0.60% Add +14.0% 15,655 $13.9M
Generate Investment Management Ltd 0.93% Reduce -44.4% 15,632 $13.8M
Equitable Holdings, Inc. 0.13% Add +7.1% 15,591 $13.8M
Denali Advisors LLC 1.48% New 15,553 $13.8M
Schonfeld Strategic Advisors LLC 0.11% Add +107.2% 15,480 $13.7M
Market Street Wealth Management Advisors LLC 2.23% Add +0.2% 15,323 $13.6M
Blue Chip Partners, LLC 1.18% Add +2.5% 15,281 $13.5M
Principal Securities, Inc. 0.33% Add +7.3% 15,189 $13.5M
Headlands Technologies LLC 1.54% Add +122.9% 15,094 $13.4M
Sustainable Insight Capital Management, LLC 6.04% Add +6.0% 15,032 $13.3M
Harbor Capital Advisors, Inc. 0.58% Reduce -0.1% 14,964 $13.3M
Alpha Cubed Investments, LLC 0.59% Add +6.1% 14,962 $13.3M
Neville Rodie & Shaw Inc. 0.97% Reduce -2.9% 14,934 $13.2M
CCM Investment Advisers LLC 1.47% Add +1.2% 14,914 $13.2M
Obermeyer Wealth Partners 0.71% Add +0.0% 14,908 $13.2M
Princeton Capital Management LLC 4.16% Add +6.6% 14,906 $13.2M
Hartford Financial Management Inc. 2.70% Reduce -0.1% 14,894 $13.2M
Fi3 FINANCIAL ADVISORS, LLC 5.24% Add +0.1% 14,884 $13.2M
Callahan Advisors, LLC 1.28% Add +2.1% 14,881 $13.2M
Bell & Brown Wealth Advisors, LLC 5.15% Reduce -1.6% 14,879 $13.2M
Larson Financial Group LLC 0.75% Reduce -2.0% 14,844 $13.2M
ClariVest Asset Management LLC 1.34% No change 14,487 $13.1M
Tobam 2.39% Reduce -33.3% 14,784 $13.1M
Lansdowne Partners (uk) LLP 1.01% Reduce -5.5% 14,647 $13.0M
Fairfield Financial Advisors, LTD 4.43% Add +3.0% 14,639 $13.0M
Kingswood Wealth Advisors, LLC 0.92% Add +6.0% 14,630 $13.0M
Jaffetilchin Investment Partners, LLC 0.98% Add +5.0% 14,617 $12.9M
Sivik Global Healthcare LLC 5.48% Reduce -3.3% 14,500 $12.8M
GAMMA Investing LLC 1.27% Add +24.3% 14,491 $12.8M
Hennion & Walsh Asset Management, Inc. 0.60% Reduce -27.3% 14,467 $12.8M
Frank, Rimerman Advisors LLC 0.91% Add +5.0% 14,449 $12.8M
World Investment Advisors 0.40% Add +10.3% 14,429 $12.8M
Capital Group Investment Management Pte. LTD. 2.57% Reduce -1.4% 14,419 $12.8M
IMC-Chicago, LLC 0.37% New 14,324 $12.7M
Smithbridge Asset Management Inc. 2.18% Add +75.3% 14,304 $12.7M
Barometer Capital Management Inc. 3.65% Reduce -1.4% 14,292 $12.7M
ExodusPoint Capital Management, LP 0.13% Reduce -49.0% 14,285 $12.7M
Merit Financial Group, LLC 0.28% Reduce -8.8% 14,244 $12.6M
NatWest Group plc 3.73% Add +2.7% 14,235 $12.6M
Apollon Wealth Management, LLC 0.36% Add +7.0% 14,230 $12.6M
RNC Capital Management LLC 0.70% No change 13,912 $12.6M
V-Square Quantitative Management LLC 1.84% Add +9.8% 14,168 $12.6M
JLB & Associates Inc. 1.61% Reduce -8.0% 14,153 $12.5M
Bensler, LLC 1.58% Add +5.8% 14,132 $12.5M
International Assets Investment Management, LLC 1.01% Reduce -1.6% 14,068 $12.5M
Waldron Private Wealth LLC 0.52% Reduce -0.2% 14,039 $12.4M
Spirepoint Private Client, LLC 1.64% Reduce -1.2% 14,000 $12.4M
Farther Finance Advisors, LLC 0.46% Add +12.2% 13,973 $12.4M
Anchor Investment Management, LLC 1.17% Reduce -0.1% 13,950 $12.4M
Focus Partners Advisor Solutions, LLC 0.26% Add +7.7% 13,879 $12.3M
Peoples Financial Services Corp. 5.51% Reduce -13.3% 13,718 $12.2M
Diversified Trust Co. 0.31% Reduce -3.7% 13,671 $12.1M
Wellington Shields & Co., LLC 3.65% Reduce -0.0% 13,535 $12.0M
Goldstream Capital Management Ltd 5.41% Add +2.9% 13,494 $12.0M
Benjamin Edwards Inc. 0.17% Add +316.6% 13,463 $11.9M
Fulton Bank, N.A. 0.46% Add +0.7% 13,476 $11.9M
American Financial Advisors, LLC 1.62% Reduce -0.1% 13,371 $11.8M
Intrust Bank NA 1.18% Reduce -0.3% 13,355 $11.8M
Abn Amro Investment Solutions 0.21% Reduce -4.9% 13,342 $11.8M
APG Asset Management US Inc. 0.08% Reduce -93.5% 13,363 $11.8M
CMH Wealth Management LLC 2.78% Reduce -2.7% 13,320 $11.8M
NorthRock Partners, LLC 0.39% Add +1.8% 13,244 $11.7M
Motco 1.17% Add +45.8% 13,205 $11.7M
Nwam LLC 0.71% New 13,194 $11.7M
Sphera Funds Management LTD. 1.91% No change 13,190 $11.7M
Wedmont Private Capital 0.67% Add +4.8% 13,002 $11.7M
Point72 Asset Management 0.04% New 13,158 $11.7M
First Citizens Bank & Trust Co. 0.26% Add +49.2% 13,157 $11.7M
WCM Investment Management, LLC 0.03% Add +14.9% 13,260 $11.6M
Moody National Bank Trust Division 1.25% Add +6.1% 13,126 $11.6M
Union Heritage Capital, LLC 4.29% No change 13,120 $11.6M
Sheets Smith Wealth Management 1.42% Add +48.6% 13,065 $11.6M
Texas Capital Bank Wealth Management Services Inc 1.14% Reduce -6.0% 13,053 $11.6M
Home Federal Bank of Tennessee 3.30% Reduce -2.0% 13,017 $11.5M
Providence Wealth Advisors, LLC 8.52% Reduce -0.2% 12,760 $11.5M
ROI Financial Advisors, LLC 7.95% Reduce -5.8% 12,998 $11.5M
Cable Hill Partners, LLC 1.12% Add +2.3% 12,888 $11.4M
Birmingham Capital Management Co. Inc. 4.15% Reduce -7.4% 12,875 $11.4M
Money Concepts Capital Corp. 0.86% Reduce -2.5% 12,867 $11.4M
Marietta Wealth Management, LLC 1.65% Reduce -0.6% 12,824 $11.4M
Alley Investment Management Company, LLC 1.44% Add +19.9% 12,812 $11.4M
Cullen Investment Group, LTD. 1.69% Reduce -1.0% 12,762 $11.3M
Cidel Asset Management Inc. 0.80% Add +26.6% 12,689 $11.2M
Affinity Wealth Management LLC 1.99% Reduce -1.0% 12,674 $11.2M
Timber Creek Capital Management LLC 3.13% Add +0.7% 12,632 $11.2M
Jacobi Capital Management LLC 0.85% Reduce -0.4% 12,628 $11.2M
Naples Global Advisors, LLC 1.04% Reduce -1.6% 12,577 $11.1M
Cornerstone Wealth Group, LLC 0.92% Add +2.6% 12,563 $11.1M
Community Trust & Investment Co. 0.71% Add +761.7% 12,555 $11.1M
Bremer Bank National Association 2.10% Reduce -4.2% 12,553 $11.1M
TD Private Client Wealth LLC 0.32% Add +5.6% 12,543 $11.1M
Payden & Rygel 0.86% Reduce -48.3% 12,520 $11.1M
Profund Advisors LLC 0.42% Reduce -7.0% 12,498 $11.1M
Plancorp, LLC 0.45% Add +0.2% 12,457 $11.0M
Hutchens & Kramer Investment Management Group, LLC 6.10% Reduce -70.9% 12,433 $11.0M
Perkins Capital Management Inc. 10.28% Reduce -1.9% 12,376 $11.0M
Radnor Capital Management, LLC 1.62% New 12,311 $10.9M
Evexia Wealth LLC 3.87% Add +4.0% 12,135 $10.9M
Private Trust Co. NA 1.10% Add +1.7% 12,289 $10.9M
Bank & Trust Co 8.84% Reduce -0.1% 12,281 $10.9M
Roanoke Asset Management Corp./ NY 3.45% Reduce -0.4% 12,237 $10.8M
United Capital Management of KS, Inc. 2.36% Reduce -0.1% 12,233 $10.8M
CFM Wealth Partners LLC 1.89% Add +29.8% 12,201 $10.8M
Highland Capital Management, LLC 0.62% Reduce -2.4% 12,198 $10.8M
James Investment Research, Inc. 1.24% Reduce -10.8% 12,094 $10.7M
Ratan Capital Management LP 2.87% Add +50.0% 12,000 $10.6M
American Assets Investment Management, LLC 0.93% No change 12,000 $10.6M
Covenant Asset Management, LLC 2.35% Add +0.6% 11,980 $10.6M
Edge Capital Group, LLC 0.47% Reduce -11.6% 11,944 $10.6M
Strategic Wealth Partners, Ltd. 1.02% Add +4.0% 11,942 $10.6M
Western Wealth Management, LLC 0.60% Add +39.1% 11,918 $10.6M
Mitchell Capital Management Co. 1.84% Reduce -4.2% 11,903 $10.5M
BOCHK Asset Management Ltd 3.14% Reduce -20.9% 11,900 $10.5M
First National Bank of Omaha 0.67% Reduce -8.5% 11,882 $10.5M
Centric Wealth Management 2.80% Reduce -1.3% 13,556 $10.5M
Focus Financial Network, Inc. 0.43% Reduce -2.5% 11,874 $10.5M
Sandler Capital Management 2.03% Add +6.6% 11,857 $10.5M
Bridges Investment Management Inc. 0.15% Add +4.3% 11,845 $10.5M
Indiana Trust & Investment Management Co 3.57% Reduce -30.9% 11,825 $10.5M
Cadence Bank 0.72% Reduce -8.6% 11,811 $10.5M
Sowell Financial Services LLC 0.49% Reduce -34.8% 11,793 $10.4M
Boyd Watterson Asset Management LLC 2.88% Reduce -9.3% 11,746 $10.4M
Daymark Wealth Partners, LLC 0.44% Add +1.4% 11,720 $10.4M
Snider Financial Group 3.79% Reduce -1.6% 11,694 $10.4M
Nemes Rush Group LLC 1.50% Reduce -2.9% 13,306 $10.4M
Mission Wealth Management, LP 0.26% Reduce -1.2% 11,667 $10.3M
Adell Harriman & Carpenter Inc. 0.75% Add +19.6% 11,659 $10.3M
Capital Wealth Planning, LLC 0.10% Add +92.9% 11,625 $10.3M
Bragg Financial Advisors, Inc 0.42% Add +5.4% 11,616 $10.3M
Cookson Peirce & Co. Inc. 0.48% Reduce -47.6% 11,598 $10.3M
Fifth Third Wealth Advisors LLC 0.63% Add +18.5% 11,593 $10.3M
Integrated Advisors Network LLC 0.49% Add +2.9% 11,582 $10.3M
TCW Group Inc. 0.09% Reduce -2.3% 11,578 $10.3M
Strategic Blueprint, LLC 0.64% Reduce -3.9% 11,563 $10.2M
Argyle Capital Management, LLC 4.07% Reduce -8.7% 11,527 $10.2M
First National Advisers, LLC 1.63% Add +4.8% 11,518 $10.2M
Atlantic Union Bankshares Corp 0.59% Reduce -2.9% 11,474 $10.2M
Centaurus Financial, Inc. 0.65% Add +88.0% 11,463 $10.2M
Petredis Investment Advisors LLC 1.08% Add +0.3% 11,442 $10.1M
AMG National Trust Bank 0.27% Reduce -4.5% 11,420 $10.1M
Rockland Trust Co. 0.50% Reduce -1.5% 11,418 $10.1M
Segall Bryant & Hamill, LLC 0.14% New 11,417 $10.1M
Park National Corp. 0.35% Reduce -0.8% 11,400 $10.1M
Intrepid Financial Planning Group LLC 4.32% Reduce -4.3% 11,382 $10.1M
Herold Advisors, Inc. 2.19% Reduce -2.5% 11,362 $10.1M
Quilter Plc 0.21% Add +27.8% 11,356 $10.1M
Essex Bank 2.50% Reduce -6.8% 11,328 $10.0M
Nilsine Partners, LLC 1.30% Reduce -0.7% 11,316 $10.0M
Stelac Advisory Services LLC 4.06% No change 11,311 $10.0M
Bank Ozk 4.13% Reduce -2.8% 11,298 $10.0M
Syon Capital LLC 0.88% Add +1.1% 11,262 $10.0M
Evergreen Capital Management LLC 0.33% Add +10.4% 11,256 $10.0M
Osterweis Capital Management Inc. 0.60% Reduce -2.1% 11,245 $10.0M
Bailard, Inc. 0.26% Reduce -14.5% 11,193 $9.9M
Harvey Investment Co. LLC 1.12% Reduce -4.0% 11,165 $9.9M
Ogorek Anthony Joseph /NY/ 3.40% Add +0.2% 11,164 $9.9M
Shepherd Financial Partners LLC 1.19% Add +2.1% 11,162 $9.9M
SouthState Bank Corp 0.68% Reduce -6.3% 11,133 $9.9M
Blue Fin Capital, Inc. 1.86% Add +2.0% 11,071 $9.8M
Cyndeo Wealth Partners, LLC 0.68% Reduce -2.4% 11,060 $9.8M
Morse Asset Management, Inc 2.13% Add +1.0% 11,019 $9.8M
Great Lakes Retirement, Inc. 1.25% Reduce -18.3% 11,010 $9.8M
Quadrant Capital Group LLC 0.68% Reduce -1.6% 11,008 $9.8M
Essential Planning, LLC. 4.00% Reduce -10.3% 11,005 $9.7M
SageView Advisory Group, LLC 0.49% Reduce -17.2% 11,002 $9.7M
Sectoral Asset Management Inc. 5.75% Reduce -53.0% 10,996 $9.7M
GM Advisory Group, LLC 0.58% Add +2.6% 10,989 $9.7M
Knollwood Investment Advisory, LLC 1.04% No change 10,921 $9.7M
Greenwood Capital Associates LLC 1.26% Reduce -5.2% 10,912 $9.7M
Clough Capital Partners L P 0.99% Reduce -60.8% 10,888 $9.6M
Algert Global LLC 0.26% Add +2059.9% 10,886 $9.6M
Moneta Group Investment Advisors LLC 0.14% Reduce -1.7% 10,857 $9.6M
Lake Street Advisors Group, LLC 0.44% Add +0.7% 10,808 $9.6M
Vestmark Advisory Solutions, Inc. 0.36% Add +6.9% 10,779 $9.5M
Checchi Capital Advisers, LLC 0.71% Reduce -2.1% 10,743 $9.5M
Montecito Bank & Trust 1.62% Add +7.7% 10,731 $9.5M
Allworth Financial LP 0.06% Reduce -20.8% 10,650 $9.4M
Kingfisher Capital LLC 2.17% Reduce -3.4% 10,640 $9.4M
BTC Capital Management, Inc. 0.84% Add +40.7% 10,627 $9.4M
Signet Financial Management, LLC 1.20% Add +0.7% 10,618 $9.4M
LMCG Investments, LLC 0.56% Reduce -4.8% 10,608 $9.4M
IFP Advisors, Inc 0.34% Reduce -6.5% 10,591 $9.4M
Central Pacific Bank - Trust Division 1.23% Reduce -6.8% 10,564 $9.4M
Waters Parkerson & Co., LLC 0.47% Add +0.3% 10,539 $9.3M
Red Cedar Investment Management, LLC 1.18% Reduce -1.0% 10,469 $9.3M
Exome Asset Management LLC 6.26% Add +7.7% 10,447 $9.3M
Thurston, Springer, Miller, Herd & Titak, Inc. 2.57% Add +0.1% 10,443 $9.3M
WealthTrust Axiom LLC 2.73% Reduce -4.5% 10,401 $9.2M
Alps Advisors Inc. 0.06% Reduce -68.9% 10,368 $9.2M
Fox Hill Wealth Management 5.05% Reduce -2.8% 10,350 $9.2M
Stableford Capital II LLC 3.66% Add +3.8% 9,828 $9.2M
Roman Butler Fullerton & Co. 2.76% Add +1.2% 10,027 $9.2M
NBT Bank, N.A. 0.61% Reduce -4.9% 10,284 $9.1M
Ascent Group, LLC 0.69% Reduce -5.8% 10,282 $9.1M
Wealthcare Advisory Partners LLC 0.26% Add +9.0% 10,252 $9.1M
Nicholas Hoffman & Company, LLC. 0.38% Reduce -14.0% 10,219 $9.1M
Conning Inc. 0.31% Reduce -3.5% 10,204 $9.0M
Aull & Monroe Investment Management Corp 4.20% No change 10,192 $9.0M
Harbor Investment Advisory, LLC 0.89% Reduce -2.4% 10,150 $9.0M
Town & Country Bank & Trust CO dba First Bankers Trust CO 3.44% Reduce -6.2% 10,110 $9.0M
University of Texas/Texas Am Investment Management Co. 1.45% Add +52.9% 10,108 $9.0M
Capstone Investment Advisors, LLC 0.31% Add +9410.4% 10,081 $8.9M
Clarkston Capital Partners, LLC 0.16% No change 10,075 $8.9M
First National Bank of Mount Dora, Trust Investment Services 2.02% Reduce -3.0% 10,073 $8.9M
First Horizon Advisors, Inc. 0.25% Add +0.3% 10,057 $8.9M
Tower View Wealth Management LLC 4.87% Reduce -0.3% 10,050 $8.9M
Seaview Investment Managers LLC 2.68% Reduce -4.2% 10,042 $8.9M
Heritage Wealth Management, Inc. 2.91% Reduce -4.4% 10,014 $8.9M
Integral Health Asset Management, LLC 1.04% No change 10,000 $8.9M
Avalon Global Asset Management LLC 2.73% No change 10,000 $8.9M
Verition Fund Management LLC 0.07% Reduce -8.1% 9,991 $8.9M
Northeast Financial Consultants Inc 0.38% Add +1.0% 9,932 $8.8M
First Hawaiian Bank 0.28% Add +0.8% 9,889 $8.8M
Sanders Morris Harris LLC 1.45% Reduce -0.0% 9,840 $8.7M
Cohen Investment Advisors LLC 5.28% Reduce -17.5% 9,756 $8.6M
Kampmann Melissa S. 6.11% Reduce -2.4% 9,746 $8.6M
Ostrum Asset Management 0.71% Add +16.4% 9,737 $8.6M
Melqart Asset Management (UK) Ltd 0.85% Add +139.8% 9,733 $8.6M
MTM Investment Management, LLC 3.34% Reduce -10.5% 9,664 $8.6M
Burke & Herbert Bank & Trust Co. 1.99% Reduce -7.7% 9,677 $8.6M
MADDEN SECURITIES Corp 3.67% Reduce -0.4% 9,616 $8.5M
Icon Wealth Advisors, LLC 0.71% Reduce -1.3% 9,601 $8.5M
Strong Tower Advisory Services 2.37% Add +2.4% 9,601 $8.5M
Cullinan Associates Inc. 0.48% Add +0.9% 9,366 $8.5M
Chesapeake Asset Management LLC 7.38% Add +0.3% 9,592 $8.5M
Altfest L J & Co. Inc. 1.13% Add +15.2% 9,586 $8.5M
Wetzel Investment Advisors, Inc. 4.28% Add +1.1% 9,556 $8.5M
J.W. Cole Advisors, Inc. 0.35% Add +2.2% 9,548 $8.5M
Empire Financial Management Company, LLC 2.59% No change 9,508 $8.4M
Columbia Asset Management 1.47% Reduce -0.5% 9,489 $8.4M
Qtron Investments LLC 1.15% Reduce -2.9% 9,471 $8.4M
Harbour Investments, Inc. 0.25% Add +18.0% 9,436 $8.4M
Formidable Asset Management, LLC 1.33% Add +2.3% 9,418 $8.3M
Dnca Finance 0.74% Reduce -54.5% 9,413 $8.3M
Hardman Johnston Global Advisors LLC 0.32% Add +43.2% 9,347 $8.3M
Zions Bancorporation, N.A. 0.60% Add +12.1% 9,330 $8.3M
Rothschild Investment LLC 0.54% Reduce -1.4% 9,302 $8.2M
Chatham Capital Group, Inc. 1.35% Add +2.6% 9,300 $8.2M
Wescott Financial Advisory Group, LLC 0.88% Add +0.1% 9,283 $8.2M
Smithfield Trust Co 0.40% Reduce -0.5% 9,253 $8.2M
Bank of Hawaii 0.34% Add +2.2% 9,238 $8.2M
WBH Advisory Inc. 0.77% Reduce -5.9% 9,211 $8.2M
SeaTown Holdings Pte. Ltd. 6.01% Reduce -33.0% 9,178 $8.1M
Pioneer Trust Bank N A 2.08% Reduce -3.0% 9,175 $8.1M
Tower Bridge Advisors 0.85% Add +51.5% 9,149 $8.1M
Diversify Advisory Services, LLC 0.44% Add +13.1% 8,912 $8.1M
Community Financial Services Group, LLC 1.65% Add +2.4% 9,111 $8.1M
Opus Capital Group, LLC 1.01% Add +725.8% 9,109 $8.1M
Sierra Summit Advisors LLC 1.85% Add +2.1% 9,089 $8.1M
Elk River Wealth Management LLC 1.46% Add +1.4% 9,081 $8.0M
Trust Asset Management LLC 0.64% No change 9,069 $8.0M
Fernwood Investment Management, LLC 2.62% Reduce -3.2% 9,060 $8.0M
Meridian Wealth Management, LLC 0.39% New 9,039 $8.0M
Geneos Wealth Management Inc. 0.31% Reduce -0.4% 9,039 $8.0M
Wolff Financial Management LLC 2.17% New 9,029 $8.0M
AlphaStar Capital Management, LLC 0.63% Add +15.6% 9,017 $8.0M
RFG Advisory, LLC 0.24% Add +7.6% 9,006 $8.0M
Morgens Waterfall Vintiadis & Co. Inc. 6.17% No change 9,000 $8.0M
Everett Harris & Co. 0.10% Reduce -0.7% 8,979 $8.0M
Carderock Capital Management Inc. 1.88% Add +15.5% 8,971 $7.9M
Pitcairn Co. 0.47% Reduce -6.5% 8,929 $7.9M
Douglass Winthrop Advisors, LLC 0.15% Reduce -1.2% 8,881 $7.9M
North Star Investment Management Corp. 0.54% Add +0.2% 8,857 $7.8M
Reynders McVeigh Capital Management, LLC 0.41% Reduce -2.3% 8,840 $7.8M
Moran Wealth Management, LLC 0.24% Add +2.1% 8,827 $7.8M
Hunter Associates Investment Management LLC 1.21% Reduce -0.8% 8,821 $7.8M
FRG Family Wealth Advisors LLC 1.39% No change 8,745 $7.7M
Arrow Financial Corp 0.71% Reduce -0.0% 8,726 $7.7M
Prairie Sky Financial Group LLC 4.39% Reduce -0.4% 8,725 $7.7M
Geneva Partners, LLC 3.35% Reduce -6.0% 8,721 $7.7M
Legacy Private Trust Co. 0.52% Add +5.7% 8,712 $7.7M
Mezzasalma Advisors, LLC 3.04% Add +2.3% 8,693 $7.7M
Sand Hill Global Advisors, LLC 0.32% Add +2.0% 8,628 $7.6M
U.S. Capital Wealth Advisors, LLC 0.27% Add +7.9% 8,620 $7.6M
DSM Capital Partners LLC 0.12% Add +11.4% 8,599 $7.6M
K.J. Harrison & Partners Inc 1.15% Reduce -10.6% 8,399 $7.6M
Fiduciary Trust Co 0.11% Add +6.5% 8,561 $7.6M
Kercheville Advisors, LLC 3.19% Add +10.3% 8,540 $7.6M
Equitable Trust Co. 0.49% Add +0.3% 8,540 $7.6M
Gotham Asset Management 0.08% Reduce -28.7% 8,515 $7.5M
Johnson Financial Group, Inc. 0.34% Add +7.2% 8,438 $7.5M
CreativeOne Wealth, LLC 0.25% Add +65.3% 8,416 $7.5M
Simmons Bank 0.54% Add +1.5% 8,409 $7.4M
Schear Investment Advisers, LLC 4.60% Add +8.9% 8,396 $7.4M
First City Capital Management, Inc. 3.82% Reduce -1.3% 8,367 $7.4M
Baldwin Investment Management, LLC 0.93% Add +2.4% 8,354 $7.4M
Forum Financial Management, LP 0.12% Reduce -3.5% 8,350 $7.4M
Prosperity Consulting Group, LLC 0.58% Add +154.5% 8,345 $7.4M
Edgestream Partners, L.P. 0.33% Reduce -37.7% 8,344 $7.4M
Canandaigua National Bank & Trust Co. 0.70% Add +24.1% 8,332 $7.4M
Level Four Advisory Services, LLC 0.31% Add +2.1% 8,893 $7.4M
Graypoint LLC 0.47% Add +4.9% 8,319 $7.4M
River Wealth Advisors LLC 0.98% Add +9.4% 8,294 $7.3M
Smith, Moore & Co. 0.70% Reduce -0.5% 8,287 $7.3M
Cigna Investments Inc. 1.30% Reduce -6.0% 8,279 $7.3M
Platte River Wealth Advisors, LLC 1.97% No change 8,272 $7.3M
Leelyn Smith, LLC 1.32% Reduce -4.4% 8,232 $7.3M
Janney Capital Management LLC 0.49% Add +720.2% 8,218 $7.3M
Ameritas Advisory Services, LLC 0.31% Reduce -43.1% 8,216 $7.3M
Buckingham Capital Management, Inc. 0.83% Reduce -17.8% 8,216 $7.3M
TCI Wealth Advisors, Inc. 0.61% Add +0.5% 8,196 $7.3M
Field & Main Bank 2.58% Add +0.3% 8,172 $7.2M
Woodstock Corp. 0.69% Add +1.5% 8,151 $7.2M
Keebeck Wealth Management 1.05% Add +10.8% 8,146 $7.2M
Trust Co. of Vermont 0.36% Reduce -2.1% 8,117 $7.2M
Guardian Wealth Management, Inc. 5.04% Add +0.8% 8,076 $7.2M
Heirloom Wealth Management 2.23% Add +4.1% 8,056 $7.1M
Crawford Investment Counsel Inc. 0.12% Reduce -1.6% 8,048 $7.1M
Alcosta Capital Management, Inc. 4.26% Add +0.8% 8,040 $7.1M
Marshall & Sullivan Inc. 3.41% No change 8,006 $7.1M
Modern Wealth Management, LLC 0.43% Add +9.3% 7,966 $7.1M
Marietta Investment Partners LLC 1.49% Reduce -2.5% 7,939 $7.0M
China Universal Asset Management Co., Ltd. 0.77% Add +26.4% 7,904 $7.0M
Decatur Capital Management, Inc. 3.22% Add +0.1% 7,882 $7.0M
Brighton Jones LLC 0.26% Reduce -31.6% 7,867 $7.0M
Capital Investment Advisory Services, LLC 0.66% Add +49.3% 7,833 $6.9M
Penobscot Investment Management Company, Inc. 0.62% Add +1.1% 7,830 $6.9M
Allegheny Financial Group 1.71% Reduce -0.3% 7,830 $6.9M
Biechele Royce Advisors 2.28% No change 7,824 $6.9M
Supplemental Annuity Collective Trust of NJ 2.04% Reduce -6.0% 7,800 $6.9M
Aldebaran Capital, LLC 6.31% No change 7,783 $6.9M
Pine Valley Investments Ltd Liability Co 0.47% Add +7.6% 7,752 $6.9M
Family Legacy, Inc. 2.27% Reduce -1.1% 7,698 $6.8M
Legacy Advisors, LLC 0.74% Add +7.6% 7,681 $6.8M
Channel Wealth LLC 2.23% Add +38.6% 7,634 $6.8M
Impact Asset Management GmbH 2.60% — 7,630 $6.8M
Lynch & Associates 1.43% Reduce -1.3% 7,621 $6.8M
Herbst Group, LLC 4.18% Reduce -9.5% 7,614 $6.7M
Investors Asset Management of Georgia Inc. /Ga/ 3.18% Reduce -4.8% 7,600 $6.7M
Smartleaf Asset Management LLC 0.82% Add +36.9% 7,666 $6.7M
Aft, Forsyth & Company, Inc. 3.31% Add +7.8% 7,580 $6.7M
PFG Investments, LLC 0.43% Add +10.6% 7,572 $6.7M
Vise Technologies, Inc. 0.85% Add +28.6% 7,566 $6.7M
Mengis Capital Management, Inc. 1.32% Add +2.2% 7,559 $6.7M
Summit Trail Advisors, LLC 0.17% Add +10.5% 7,549 $6.7M
Bray Capital Advisors 1.64% No change 7,545 $6.7M
Transamerica Financial Advisors, LLC 0.65% Reduce -18.9% 7,535 $6.7M
Washington Trust Bank 0.64% Reduce -0.1% 7,504 $6.6M
Centre Asset Management, LLC 1.43% Reduce -3.0% 7,494 $6.6M
Schnieders Capital Management LLC 1.27% Add +3.9% 7,460 $6.6M
Wisconsin Capital Management LLC 3.46% Add +0.6% 7,439 $6.6M
Ayrshire Capital Management LLC 3.13% Add +10.9% 7,426 $6.6M
Great Diamond Partners, LLC 1.66% Reduce -12.9% 7,394 $6.6M
Leonteq Securities AG 0.77% Add +39.3% 7,353 $6.5M
Hilltop Holdings Inc. 0.42% Add +118.4% 7,328 $6.5M
Glynn Capital Management LLC 1.48% Reduce -46.0% 7,291 $6.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.18% Add +1.9% 7,271 $6.4M
Carnegie Investment Counsel 0.19% Add +6.7% 7,268 $6.4M
Asset Dedication, LLC 0.43% Reduce -16.4% 7,265 $6.4M
Evoke Wealth, LLC 0.18% New 7,255 $6.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.06% Reduce -3.0% 7,195 $6.4M
Fiduciary Group, LLC 0.65% Add +1.0% 7,222 $6.4M
PKO Investment Management Joint-Stock Co 0.79% Reduce -18.4% 7,200 $6.4M
Old North State Trust, LLC 5.18% Reduce -0.7% 7,195 $6.4M
Lifeworks Advisors, LLC 1.25% Reduce -4.0% 7,179 $6.4M
Patton Fund Management, Inc. 1.31% Reduce -5.6% 7,164 $6.3M
Verdence Capital Advisors LLC 0.50% Add +7.7% 7,154 $6.3M
Linden Thomas Advisory Services, LLC 0.86% Add +4.9% 7,142 $6.3M
Howard Capital Management, LLC 0.10% New 7,138 $6.3M
Confluence Wealth Services, Inc. 0.46% Add +1.4% 7,129 $6.3M
Old Second National Bank of Aurora 1.52% Reduce -1.3% 7,114 $6.3M
Onex Canada Asset Management Inc. 0.74% Reduce -3.5% 7,110 $6.3M
Beck Capital Management, LLC 1.68% Reduce -20.5% 7,095 $6.3M
Schechter Investment Advisors, LLC 0.46% Add +0.2% 7,093 $6.3M
Fidelis Capital Partners, LLC 0.75% Reduce -10.9% 6,943 $6.3M
Stansberry Asset Management, LLC 0.84% Add +7.3% 7,074 $6.3M
Royal Fund Management, LLC 0.44% Add +118.4% 7,056 $6.3M
Pictet North America Advisors SA 0.62% Add +0.2% 7,046 $6.2M
Wealthspire Advisors, LLC 0.06% Add +23.2% 7,037 $6.2M
Composition Wealth, LLC 0.14% Add +9.5% 7,019 $6.2M
First Nebraska Trust Co 0.60% Reduce -1.3% 7,012 $6.2M
LJI Wealth Management, LLC 1.27% Add +3.6% 7,004 $6.2M
Ingalls & Snyder LLC 0.24% Reduce -4.4% 7,002 $6.2M
DCF Advisers, LLC 3.23% No change 7,000 $6.2M
Richwood Investment Advisors, LLC 5.12% Reduce -2.1% 6,991 $6.2M
Mather Group, Llc. 0.08% Reduce -3.8% 6,987 $6.2M
Curi Capital, LLC 0.14% Add +9.9% 6,981 $6.2M
Lowe Brockenbrough & Co. Inc. 0.39% Add +1.8% 6,951 $6.2M
PGIM Custom Harvest LLC 0.12% Add +9.9% 6,933 $6.1M
Aviance Capital Partners, LLC 0.81% Add +63.0% 6,919 $6.1M
Flagship Harbor Advisors, LLC 0.34% Reduce -0.4% 6,912 $6.1M
Independence Bank of Kentucky 1.32% Add +28.5% 6,911 $6.1M
Stratos Investment Management, LLC 0.43% Add +0.7% 6,910 $6.1M
Pacific Global Investment Management Co. 1.10% Reduce -3.9% 6,897 $6.1M
Meridian Wealth Advisors, LLC 1.02% Reduce -0.1% 6,892 $6.1M
Wealth Alliance, LLC 0.73% Add +2.0% 6,874 $6.1M
Cutter & CO Brokerage, Inc. 1.37% Reduce -2.0% 6,860 $6.1M
Lindbrook Capital, LLC 0.54% Add +2.4% 6,849 $6.1M
KLCM Advisors, Inc. 0.72% Reduce -5.2% 6,847 $6.1M
NorthCrest Asset Manangement, LLC 0.18% Add +10.6% 6,846 $6.1M
TRUE Private Wealth Advisors 0.72% Reduce -18.2% 6,834 $6.1M
Philip James Wealth Mangement, LLC 0.76% Add +1416.5% 6,794 $6.0M
Exencial Wealth Advisors, LLC 0.22% Reduce -1.0% 6,791 $6.0M
BOS Asset Management, LLC 2.23% Reduce -0.7% 6,785 $6.0M
CHICAGO TRUST Co NA 1.08% Add +6.1% 6,781 $6.0M
Highview Capital Management LLC 2.44% Add +2.8% 6,763 $6.0M
Portfolio Design Labs, LLC 1.67% Reduce -9.6% 6,762 $6.0M
Compass Wealth Management LLC 1.41% Reduce -6.1% 6,740 $6.0M
Texas Yale Capital Corp. 0.26% Reduce -0.4% 6,720 $6.0M
Connable Office Inc. 0.60% Reduce -1.7% 6,719 $6.0M
Financial Advocates Investment Management 0.34% Reduce -4.2% 6,710 $5.9M
Institute for Wealth Management, LLC. 0.75% Add +2.5% 6,698 $5.9M
Westend Capital Management, LLC 2.03% Reduce -53.6% 6,682 $5.9M
Hodges Capital Management Inc. 0.38% Reduce -12.2% 6,678 $5.9M
Enterprise Bank & Trust Co 1.91% Reduce -4.1% 6,675 $5.9M
Rakuten Securities, Inc. 2.56% Add +92.2% 6,648 $5.9M
Jackson Wealth Management, LLC 0.70% Add +69.7% 6,629 $5.9M
Two Sigma Securities, LLC 0.46% Reduce -89.9% 6,627 $5.9M
B.O.S.S. Retirement Advisors, LLC 1.18% Add +14.8% 6,617 $5.9M
BDF-Gestion 0.63% No change 30,196 $5.9M
Sitrin Capital Management LLC 2.92% Reduce -0.3% 6,595 $5.8M
American National Bank & Trust 0.69% Reduce -0.2% 6,581 $5.8M
Principle Wealth Partners LLC 0.41% Reduce -0.5% 6,577 $5.8M
Insigneo Advisory Services, LLC 0.59% Reduce -6.1% 6,570 $5.8M
Redhawk Wealth Advisors, Inc. 0.83% Reduce -2.2% 6,555 $5.8M
Welch Group, LLC 0.25% Add +3.3% 6,548 $5.8M
Arkadios Wealth Advisors 0.33% Add +20.0% 6,541 $5.8M
Moloney Securities Asset Management, LLC 0.78% Add +22.0% 6,540 $5.8M
Bouvel Investment Partners, LLC 2.18% Add +0.6% 6,538 $5.8M
Virtu Financial LLC 0.32% Add +111.7% 6,531 $5.8M
Paragon Advisors, LLC 1.88% Add +0.4% 6,523 $5.8M
Investment Partners, LTD. 2.41% No change 6,520 $5.8M
Venture Visionary Partners LLC 0.26% Reduce -0.4% 6,506 $5.8M
Allen Investment Management, LLC 0.07% No change 6,488 $5.7M
Summit Financial, LLC 0.23% Reduce -22.6% 6,484 $5.7M
StoneX Group Inc. 0.42% Add +7.8% 6,481 $5.7M
Sawyer & Company, Inc 2.12% Add +0.4% 6,465 $5.7M
Aster Capital Management (DIFC) Ltd 1.24% — 6,456 $5.7M
Zimmer Partners, LP 0.11% Reduce -78.7% 6,450 $5.7M
Meritage Portfolio Management 0.35% No change 6,428 $5.7M
Investment Research & Advisory Group, Inc. 2.40% Reduce -0.2% 6,424 $5.7M
CoreCap Advisors, LLC 0.27% New 6,403 $5.7M
Mitchell McLeod Pugh & Williams Inc. 1.18% Reduce -2.9% 6,399 $5.7M
Parkside Financial Bank & Trust 0.79% Add +0.3% 6,392 $5.7M
Brandywine Oak Private Wealth LLC 0.55% Reduce -2.4% 6,381 $5.7M
ZWJ Investment Counsel Inc. 0.23% Add +0.1% 6,379 $5.7M
MIdWestOne Financial Group, Inc. 0.78% Reduce -0.0% 6,347 $5.6M
Next Century Growth Investors LLC 0.45% Reduce -7.9% 6,307 $5.6M
Unisphere Establishment 0.05% New 6,300 $5.6M
Csenge Advisory Group 0.29% Add +7.3% 5,974 $5.6M
Lake Street Private Wealth, LLC 0.90% Reduce -24.2% 6,283 $5.6M
PFC Capital Group, Inc. 2.67% Add +5.9% 6,250 $5.5M
Cabot Wealth Management Inc. 0.69% Reduce -2.9% 6,248 $5.5M
Hurlow Wealth Management Group, Inc. 1.72% Add +1.7% 6,242 $5.5M
Commerzbank Aktiengesellschaft 0.15% Add +46.3% 6,225 $5.5M
Nations Financial Group Inc, /Ia/ 0.40% Add +0.8% 6,204 $5.5M
McKinley Carter Wealth Services, Inc. 0.33% Add +0.0% 6,170 $5.5M
Waddell & Associates, LLC 0.66% Reduce -0.1% 6,142 $5.4M
Vision Capital Management, Inc. 0.77% Reduce -0.9% 6,139 $5.4M
Global Wealth Management Investment Advisory, Inc. 1.17% Add +0.9% 6,139 $5.4M
Leavell Investment Management, Inc. 0.27% Add +2.1% 6,130 $5.4M
HWG Holdings LP 1.87% Reduce -62.8% 6,125 $5.4M
Premier Path Wealth Partners, LLC 0.85% Reduce -0.3% 6,121 $5.4M
Northcape Wealth Management, LLC 1.77% Reduce -14.7% 6,111 $5.4M
S&co Inc. 0.35% Reduce -0.7% 6,110 $5.4M
Estabrook Capital Management 0.81% Reduce -9.0% 6,094 $5.4M
CWA Asset Management Group, LLC 0.29% — 6,070 $5.4M
Oxler Private Wealth LLC 1.87% Add +0.5% 6,050 $5.4M
Deltec Asset Management LLC 1.06% No change 6,050 $5.4M
Clarius Group, LLC 0.38% Reduce -1.9% 6,036 $5.3M
Armstrong Advisory Group, Inc. 0.44% Reduce -3.1% 6,030 $5.3M
Grove Bank & Trust 0.79% Add +2.1% 6,029 $5.3M
Forum Private Client Group LLC 2.36% Reduce -7.8% 5,995 $5.3M
Valmark Advisers, Inc. 0.08% Add +4.3% 5,980 $5.3M
Prairie Wealth Advisors, Inc. 2.62% Reduce -14.0% 5,979 $5.3M
Marble Harbor Investment Counsel, LLC 0.58% Reduce -0.2% 5,964 $5.3M
Wellington Shields Capital Management, LLC 0.91% Add +4.2% 5,925 $5.2M
Perkins Coie Trust Co 1.16% Add +2.7% 5,914 $5.2M
First Business Financial Services, Inc. 0.52% Add +6.4% 5,894 $5.2M
Avestar Capital, LLC 0.57% Add +14.0% 5,886 $5.2M
PDS Planning, Inc 0.46% Add +1.5% 5,852 $5.2M
West Oak Capital, LLC 2.54% Reduce -12.8% 5,842 $5.2M
Halter Ferguson Financial Inc. 2.92% Add +2.5% 5,833 $5.2M
Seven Eight Capital, LP 0.46% Add +175.1% 5,827 $5.2M
Magnus Financial Group LLC 0.53% Reduce -4.4% 5,814 $5.2M
Tradewinds, LLC. 1.59% Add +2.4% 5,812 $5.1M
SYM FINANCIAL Corp 0.69% Add +2.3% 5,795 $5.1M
Harmony Asset Management LLC 1.88% Add +3.2% 5,773 $5.1M
Beaumont Financial Advisors, LLC 0.40% Add +4.4% 5,772 $5.1M
WJ Wealth Management, LLC 1.80% Add +22.4% 5,756 $5.1M
Beaton Management Co. Inc. 2.58% Add +0.3% 5,747 $5.1M
Berger Financial Group, Inc 0.37% Add +98.0% 5,741 $5.1M
Peregrine Asset Advisers, Inc. 1.75% Reduce -24.5% 5,737 $5.1M
SteelPeak Wealth, LLC 0.22% Reduce -0.3% 5,713 $5.1M
Capital Advisors Inc. 0.10% Add +25.1% 5,687 $5.0M
Kessler Investment Group, LLC 2.59% Add +129.7% 5,687 $5.0M
GeoWealth Management, LLC 0.18% Reduce -6.0% 5,681 $5.0M
Parthenon LLC 0.60% No change 5,667 $5.0M
M&G PLC 0.03% Reduce -50.5% 5,665 $5.0M
Brooklyn Investment Group 1.64% Add +7.7% 5,639 $5.0M
FAS Wealth Partners, Inc. 0.40% Add +2.0% 5,638 $5.0M
Iowa State Bank 1.02% Add +8.9% 5,612 $5.0M
Parisi Gray Wealth Management 1.64% Add +0.7% 5,606 $5.0M
Robertson Stephens Wealth Management, LLC 0.18% Add +1.3% 5,571 $4.9M
Cassaday & Co Wealth Management LLC 0.14% Add +2.1% 5,570 $4.9M
E Fund Management Co., Ltd. 0.25% Add +6.7% 5,562 $4.9M
Wall Street Financial Group, Inc. 5.19% Add +0.8% 5,553 $4.9M
Invst, LLC 0.60% Add +3.5% 5,552 $4.9M
Romano Brothers and Company 0.61% Add +0.7% 5,526 $4.9M
Carl P. Sherr & Co., LLC 2.58% Add +0.4% 5,526 $4.9M
Naviter Wealth, LLC 0.68% Add +21.4% 5,494 $4.9M
IAM Advisory, LLC 1.23% Reduce -9.9% 5,490 $4.9M
Affinity Capital Advisors, LLC 0.94% Reduce -5.4% 5,490 $4.9M
Concourse Financial Group Securities, Inc. 0.29% Reduce -2.2% 6,747 $4.9M
Carret Asset Management, LLC 0.53% Reduce -9.3% 5,472 $4.8M
Metavasi Capital LP 2.54% Reduce -15.8% 5,471 $4.8M
Sunbelt Securities, Inc. 0.47% Add +9.6% 5,453 $4.8M
Hilltop National Bank 1.47% Reduce -0.8% 5,448 $4.8M
Harbour Trust & Investment Management Co 0.55% Reduce -1.0% 5,446 $4.8M
Simplex Trading, LLC 0.16% New 5,445 $4.8M
Silvercrest Asset Management Group LLC 0.03% Add +6.9% 5,436 $4.8M
Horizon Investments, LLC 0.13% Add +75.9% 5,435 $4.8M
Everhart Financial Group, Inc. 1.07% Add +14.1% 5,433 $4.8M
Sabal Trust CO 0.26% Reduce -0.2% 5,426 $4.8M
Arete Wealth Advisors, LLC 0.41% Reduce -25.8% 5,438 $4.8M
Private Wealth Partners, LLC 0.38% Add +21.4% 5,415 $4.8M
Aaron Wealth Advisors LLC 0.57% Add +14.6% 5,404 $4.8M
Capital Asset Advisory Services LLC 0.24% Add +1.6% 5,235 $4.8M
Compound Planning, Inc. 0.30% Add +2.1% 5,394 $4.8M
YHB Investment Advisors, Inc. 0.40% Add +16.1% 5,392 $4.8M
Covenant Partners, LLC 1.38% Add +436.6% 5,371 $4.8M
Black Swift Group, LLC 1.05% Reduce -27.1% 5,370 $4.8M
Parker Investment Management, LLC 0.77% Reduce -55.8% 5,365 $4.8M
Bank Hapoalim BM 0.75% Reduce -3.0% 5,365 $4.8M
Jeppson Wealth Management, LLC 1.70% Reduce -1.5% 5,353 $4.7M
EPG Wealth Management LLC 1.19% Add +0.0% 5,320 $4.7M
Norway Savings Bank 2.55% Reduce -3.0% 5,316 $4.7M
Boston Family Office LLC 0.32% Reduce -5.1% 5,282 $4.7M
Stanley-Laman Group, Ltd. 0.60% Reduce -1.9% 5,280 $4.7M
Ironwood Financial, llc 0.98% Reduce -0.5% 5,277 $4.7M
Argus Investors' Counsel, Inc. 3.05% Reduce -36.3% 5,274 $4.7M
Clifford Swan Investment Counsel LLC 0.17% Add +5.2% 5,260 $4.7M
Blackhawk Capital Partners, LLC 2.49% Add +0.8% 5,256 $4.7M
CPC Advisors, LLC 0.69% Add +64.3% 5,254 $4.7M
WealthBridge Capital Management, LLC 1.34% Add +55.6% 5,249 $4.6M
NewSquare Capital LLC 0.37% Add +9.7% 5,248 $4.6M
Wealthquest Corp 0.41% Add +1.3% 5,256 $4.6M
Turtle Creek Wealth Advisors, LLC 0.93% Add +1.7% 5,243 $4.6M
DGS Capital Management, LLC 1.26% Add +7.2% 5,239 $4.6M
Symphony Financial, Ltd. Co. 0.77% Add +8.9% 5,269 $4.6M
Plimoth Trust Co. LLC 1.17% Reduce -17.6% 5,227 $4.6M
Pinnacle Bancorp, Inc. 1.24% No change 5,223 $4.6M
Avalon Capital Management 1.40% Reduce -7.1% 5,212 $4.6M
Kenora Financial, LLC 1.84% Add +0.4% 5,205 $4.6M
Executive Wealth Management, LLC 0.36% New 5,200 $4.6M
Proficio Capital Partners LLC 0.46% Reduce -21.4% 5,177 $4.6M
Quent Capital, LLC 0.46% Add +0.5% 5,151 $4.6M
Advisors Capital Management, LLC 0.07% Reduce -13.9% 5,139 $4.6M
9258 Wealth Management, LLC 0.67% No change 5,126 $4.5M
North Point Portfolio Managers Corp. 0.73% Add +465.8% 5,126 $4.5M
Clearstead Trust, LLC 1.09% Add +0.7% 5,121 $4.5M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.45% Reduce -1.0% 5,121 $4.5M
Allen Mooney & Barnes Investment Advisors LLC 0.77% Add +2.3% 5,121 $4.5M
Amarillo National Bank 0.83% Reduce -4.7% 5,109 $4.5M
Advisor OS, LLC 0.45% Add +8.8% 5,103 $4.5M
Peddock Capital Advisors, LLC 1.09% No change 5,101 $4.5M
Courier Capital LLC 0.31% Add +0.8% 5,082 $4.5M
Hamilton Point Investment Advisors, LLC 0.81% Reduce -3.8% 5,079 $4.5M
3Chopt Investment Partners, LLC 1.61% Add +35.6% 5,078 $4.5M
Transform Wealth, LLC 0.30% Reduce -3.6% 5,071 $4.5M
Concord Wealth Partners 0.75% Add +8.9% 5,067 $4.5M
Capital Square, LLC 2.72% Reduce -3.7% 5,060 $4.5M
Sage Mountain Advisors LLC 0.38% Add +4.1% 5,060 $4.5M
Teza Capital Management LLC 0.49% Add +7.3% 5,040 $4.5M
Terra Nova Asset Management LLC 3.31% Reduce -0.6% 5,034 $4.5M
Brass Tax Wealth Management, Inc. 0.95% Add +24.7% 5,032 $4.5M
Boston Financial Mangement LLC 0.13% Add +0.3% 5,020 $4.4M
Lanark Financial, Inc. 0.37% Add +4.8% 5,019 $4.4M
Hamilton Wealth, LLC 1.09% Add +785.3% 5,011 $4.4M
Birinyi Associates Inc. 1.27% Add +4.8% 5,008 $4.4M
Keudell/Morrison Wealth Management 1.20% Add +3.9% 5,006 $4.4M
Sentry LLC 0.85% Add +0.0% 5,005 $4.4M
Wealth High Governance Capital Ltda 1.55% Reduce -50.0% 5,000 $4.4M
Waycross Partners, LLC 0.61% No change 5,000 $4.4M
Belpointe Asset Management LLC 0.26% Reduce -13.2% 4,976 $4.4M
Nvwm, LLC 1.12% Reduce -2.4% 4,972 $4.4M
J. Goldman & Co LP 0.19% New 4,958 $4.4M
Kovack Advisors, Inc. 0.47% Add +9.7% 4,956 $4.4M
High Net Worth Advisory Group LLC 1.22% Reduce -2.0% 4,952 $4.4M
Cladis Investment Advisory, LLC 3.04% Reduce -15.4% 4,944 $4.4M
WNY Asset Management, LLC 0.51% Reduce -0.3% 4,944 $4.4M
NFSG Corp 1.53% Add +28.2% 4,935 $4.4M
StoneCrest Wealth Management, Inc. 3.18% Add +0.1% 4,932 $4.4M
Resonant Capital Advisors, LLC 0.32% Reduce -10.4% 4,927 $4.4M
Elevatus Welath Management 1.43% Reduce -18.6% 4,923 $4.4M
Sweet Financial Partners, LLC 0.94% Reduce -2.2% 4,919 $4.4M
Blueprint Investment Partners LLC 0.79% Add +4.8% 4,917 $4.4M
Vista Investment Partners LLC 1.39% Reduce -0.0% 4,905 $4.3M
Appleton Partners Inc. 0.32% Reduce -1.2% 4,888 $4.3M
Northwest Bancshares, Inc. 0.74% Reduce -4.4% 4,886 $4.3M
LM Advisors LLC 0.89% Reduce -2.2% 4,884 $4.3M
Bryn Mawr Trust Advisors, LLC 0.23% Reduce -0.4% 4,868 $4.3M
Schulhoff & Co. Inc. 1.80% Reduce -0.4% 4,860 $4.3M
First Financial Corp. 2.05% Reduce -10.2% 4,857 $4.3M
Catalyst Financial Partners LLC 0.84% Add +3.5% 4,842 $4.3M
Fort Sheridan Advisors LLC 0.65% Reduce -0.5% 4,842 $4.3M
United American Securities Inc. (d/b/a UAS Asset Management) 1.04% Reduce -59.9% 4,840 $4.3M
Avior Wealth Management, LLC 0.17% Reduce -1.3% 4,839 $4.3M
Woodmont Investment Counsel LLC 0.32% Reduce -0.8% 4,831 $4.3M
Joel Isaacson & Co., LLC 0.20% Reduce -7.8% 4,830 $4.3M
Sandbox Financial Partners, LLC 1.51% Add +3.6% 4,826 $4.3M
Angeles Wealth Management, LLC 0.37% Add +9.0% 4,804 $4.3M
Keystone Financial Group 0.55% Add +12.0% 4,799 $4.3M
Freedom Day Solutions, LLC 1.32% Reduce -2.4% 4,792 $4.2M
American Money Management, LLC 0.85% Add +0.6% 4,787 $4.2M
Simon Quick Advisors, LLC 0.27% Add +16.4% 4,781 $4.2M
Sound Income Strategies, LLC 0.27% Add +0.3% 4,776 $4.2M
Diversify Wealth Management, LLC 0.41% Add +4.3% 4,683 $4.2M
Dantai Capital Ltd 5.35% No change 4,760 $4.2M
Jackson Square Partners, LLC 0.36% Reduce -27.3% 4,752 $4.2M
KRS Capital Management, LLC 3.07% Reduce -0.4% 4,750 $4.2M
KG Capital Management 1.35% Add +4.0% 4,733 $4.2M
Guardian Wealth Advisors, LLC / NC 0.45% Reduce -3.4% 4,719 $4.2M
Manchester Capital Management LLC 0.49% Add +12.9% 4,704 $4.2M
Dearborn Partners LLC 0.17% Add +1.2% 4,703 $4.2M
Heartland Bank & Trust Co 2.25% Reduce -1.3% 4,701 $4.2M
Hudson Canyon Capital Management 2.68% No change 4,683 $4.1M
Adirondack Trust Co. 1.60% Add +2.1% 4,682 $4.1M
SevenBridge Financial Group, LLC 0.80% Add +12.7% 4,976 $4.1M
Van Strum & Towne Inc. 1.43% Reduce -11.4% 4,675 $4.1M
Finivi Inc. 3.34% Reduce -7.9% 4,648 $4.1M
Wealthspire Retirement, LLC 0.33% Add +0.7% 4,627 $4.1M
Evernest Financial Advisors, LLC 1.10% Reduce -2.0% 4,626 $4.1M
West Family Investments, Inc. 1.39% Add +5.8% 4,623 $4.1M
Peterson Wealth Services 1.31% Add +2.2% 4,617 $4.1M
Tyche Wealth Partners LLC 0.93% Add +3.7% 4,617 $4.1M
AA Financial Advisors, LLC 1.18% Add +7.4% 4,607 $4.1M
Draper Asset Management, LLC 2.95% Reduce -21.7% 4,606 $4.1M
Regal Investment Advisors LLC 0.28% Reduce -13.8% 4,588 $4.1M
Franchise Capital Ltd 1.46% New 4,585 $4.1M
RMR Wealth Builders 0.43% Add +2.5% 4,579 $4.1M
Tufton Capital Management 0.76% Add +32.0% 4,577 $4.1M
Stratos Wealth Advisors, LLC 0.19% Reduce -82.8% 4,561 $4.0M
Householder Group Estate & Retirement Specialist, LLC 1.18% Reduce -13.3% 4,558 $4.0M
Curbstone Financial Management Corp 0.86% Reduce -31.4% 4,554 $4.0M
Pinnacle West Asset Management, Inc. 2.89% Reduce -0.1% 4,545 $4.0M
Concord Asset Management, LLC 0.91% Add +12.0% 4,540 $4.0M
Ledyard National Bank 0.37% Add +3.5% 4,536 $4.0M
Comprehensive Financial Consultants Institutional, Inc. 1.47% Reduce -0.1% 4,534 $4.0M
Wealth Alliance Advisory Group, LLC 0.84% Add +3.4% 4,527 $4.0M
West Branch Capital LLC 1.38% Add +4.2% 4,512 $4.0M
ABN AMRO Bank N.V. 0.05% Add +500.1% 4,549 $4.0M
Wallington Asset Management, LLC 0.54% Add +11.2% 4,405 $3.9M
Fragasso Financial Advisors Inc 0.30% Reduce -7.2% 4,400 $3.9M
Silphium Asset Management Ltd 1.40% No change 4,396 $3.9M
Fortis Group Advisors, LLC 0.72% Reduce -4.2% 4,395 $3.9M
Baader Bank Aktiengesellschaft 0.33% Reduce -42.9% 4,561 $3.9M
Occudo Quantitative Strategies LP 0.71% New 4,392 $3.9M
Pinnacle Wealth Planning Services, Inc. 0.53% Add +7.3% 4,392 $3.9M
Becker Capital Management Inc. 0.13% Add +5.7% 4,388 $3.9M
Avidian Wealth Enterprises, LLC 0.18% Add +3.9% 4,387 $3.9M
Banco de Sabadell, S.A 2.91% Reduce -3.1% 4,390 $3.9M
Quintet Private Bank (Europe) S.A. 0.22% Add +6.9% 4,369 $3.9M
Ballast, Inc. 1.10% Reduce -1.5% 4,367 $3.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.59% Reduce -19.6% 4,366 $3.9M
Blodgett Wealth Advisors, LLC 3.25% Add +0.8% 4,365 $3.9M
Bison Wealth, LLC 0.61% Reduce -9.8% 4,356 $3.9M
First National Corp. /Ma/ 0.86% Reduce -28.2% 4,350 $3.9M
Gryphon Financial Partners LLC 0.53% Add +8.5% 4,346 $3.9M
RDA Financial Network 1.19% Reduce -0.8% 4,333 $3.8M
Vectors Research Management, LLC 1.16% No change 4,324 $3.8M
FUKOKU MUTUAL LIFE INSURANCE Co 0.27% Add +1.3% 4,325 $3.8M
Callan Capital, LLC 0.27% Add +9.6% 4,320 $3.8M
Valley National Advisers Inc. 0.69% Reduce -26.8% 4,318 $3.8M
ING Groep NV 0.02% Reduce -96.4% 4,302 $3.8M
Archford Capital Strategies, LLC 0.57% Add +0.8% 4,084 $3.8M
Catalina Capital Group, LLC 1.29% Add +9.0% 4,282 $3.8M
Koshinski Asset Management, Inc. 0.33% Reduce -7.7% 4,276 $3.8M
Towerpoint Wealth, LLC 1.79% Reduce -0.1% 4,275 $3.8M
Philadelphia Trust Co. 0.27% Add +0.5% 4,274 $3.8M
Optas, LLC 0.87% Add +64.1% 4,269 $3.8M
LMR Partners LLP 0.11% Add +755.3% 4,268 $3.8M
Stokes Family Office, LLC 0.41% Reduce -1.2% 4,256 $3.8M
HT Partners LLC 1.33% Add +0.4% 4,256 $3.8M
Wakefield Asset Management LLLP 1.22% Add +0.8% 4,247 $3.8M
Leeward Financial Partners, LLC 1.41% Add +3.8% 4,227 $3.7M
Financial Security Advisor, Inc. 0.93% Add +0.4% 4,225 $3.7M
FNY Investment Advisers, LLC 1.82% New 4,226 $3.7M
Ipswich Investment Management Co., Inc. 0.87% Reduce -5.4% 4,224 $3.7M
Annex Advisory Services, LLC 0.12% Reduce -4.1% 4,221 $3.7M
Pennsylvania Capital Management Inc. 1.35% Add +9.7% 4,221 $3.7M
Point Break Capital Management, LLC 4.39% Reduce -4.1% 4,221 $3.7M
JCIC Asset Management Inc. 1.53% Add +1.0% 4,216 $3.7M
Claro Advisors Inc. 0.48% Add +10.0% 4,214 $3.7M
Prelude Capital Management, LLC 0.29% Reduce -44.8% 4,212 $3.7M
Brooktree Capital Management 3.03% Reduce -9.0% 4,206 $3.7M
CFS Investment Advisory Services, LLC 0.31% Reduce -39.5% 4,196 $3.7M
Accurate Wealth Management, LLC 0.75% Add +35.8% 4,066 $3.7M
Rehmann Capital Advisory Group 0.24% Add +3.1% 4,357 $3.7M
Boston Research & Management Inc. 0.87% Reduce -5.5% 4,188 $3.7M
Aries Wealth Management 1.02% Add +27.3% 4,186 $3.7M
Lokken Investment Group LLC 1.54% Reduce -0.7% 4,169 $3.7M
Marshall Financial Group, LLC 0.88% Reduce -1.6% 4,165 $3.7M
Murphy, Middleton, Hinkle & Parker, Inc. 1.98% Reduce -2.9% 4,149 $3.7M
United Asset Strategies, Inc. 0.34% Reduce -21.8% 4,143 $3.7M
Freedom Investment Management, Inc. 0.29% Add +8.2% 4,142 $3.7M
CRA Financial Services, LLC 0.67% Add +2.4% 4,133 $3.7M
Simplicity Wealth,LLC 0.34% Reduce -92.0% 4,132 $3.7M
Eventide Asset Management, LLC 0.06% Add +249.2% 4,128 $3.7M
Horizon Kinetics Asset Management LLC 0.06% Reduce -3.3% 4,116 $3.6M
BCGM Wealth Management, LLC 1.18% Add +0.1% 4,115 $3.6M
Cordatus Wealth Management LLC 1.31% Reduce -8.8% 4,109 $3.6M
Thomasville National Bank 0.27% Reduce -1.3% 4,108 $3.6M
Bedell Frazier Investment Counselling, LLC 0.87% Add +1.1% 4,101 $3.6M
CMG Global Holdings, LLC 2.05% Reduce -0.2% 4,101 $3.6M
Ameliora Wealth Management Ltd. 1.51% Reduce -10.6% 4,099 $3.6M
Certified Advisory Corp 0.40% Add +0.8% 4,095 $3.6M
Greater Midwest Financial Group, LLC 2.12% Add +1.5% 4,080 $3.6M
Eagle Wealth Strategies LLC 2.64% Add +1.0% 4,079 $3.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.10% Add +8.7% 4,073 $3.6M
Trust Point Inc. 0.27% Add +7.7% 4,050 $3.6M
Pinpoint Asset Management Ltd 0.77% Add +26.2% 4,050 $3.6M
Argent Advisors, Inc. 1.33% Reduce -0.1% 4,041 $3.6M
Evermay Wealth Management LLC 0.58% Reduce -0.8% 4,040 $3.6M
Tritonpoint Wealth, LLC 0.33% Add +6.3% 4,076 $3.6M
Elevation Point Wealth Partners, LLC 0.34% Reduce -4.5% 4,030 $3.6M
Geller Advisors LLC 0.25% Reduce -8.3% 4,026 $3.6M
Copperwynd Financial, LLC 1.07% Add +1.0% 4,019 $3.6M
Kesler, Norman & Wride, LLC 0.70% Add +10.2% 4,014 $3.6M
Etesian Wealth Advisors, Inc. 1.60% Reduce -1.4% 3,997 $3.5M
Consilium Wealth Advisory, LLC 1.93% Reduce -12.0% 3,982 $3.5M
Gladius Capital Management LP 2.12% Add +229.8% 3,981 $3.5M
Sompo Asset Management Co., Ltd. 0.55% Add +2.8% 3,980 $3.5M
Aspen Grove Capital, LLC 0.78% Reduce -1.6% 3,975 $3.5M
Berkshire Asset Management LLC 0.18% No change 3,886 $3.5M
Doheny Asset Management 2.40% Add +2.3% 3,970 $3.5M
Diversified, LLC 0.38% Reduce -0.0% 3,948 $3.5M
Diversified Enterprises, LLC 0.38% — 3,948 $3.5M
Norden Group LLC 0.41% Add +89.4% 3,939 $3.5M
Cannell & Spears LLC 0.07% Add +22.9% 3,934 $3.5M
First Heartland Consultants, Inc. 0.37% Reduce -5.6% 3,931 $3.5M
Kathmere Capital Management, LLC 0.33% Reduce -1.7% 3,919 $3.5M
Mechanics Bank Trust Department 0.46% Add +0.6% 3,916 $3.5M
First Dallas Securities Inc. 1.45% Reduce -4.7% 3,912 $3.5M
Western Financial Corp 1.97% Add +0.9% 3,909 $3.5M
Bourne Lent Asset Management Inc. 1.31% Add +0.5% 3,907 $3.5M
Ascent Wealth Partners, LLC 0.48% Add +18.2% 3,890 $3.4M
Lee Johnson Capital Management, LLC 1.77% New 3,889 $3.4M
Peterson Wealth Management 2.20% Reduce -17.1% 3,886 $3.4M
Cox Capital Mgt LLC 2.06% Add +146.7% 3,886 $3.4M
Oakworth Capital, Inc. 0.24% Add +2.1% 3,884 $3.4M
Triangle Securities Wealth Management 0.89% Reduce -8.0% 3,882 $3.4M
Caas Capital Management LP 2.34% Add +174.7% 3,868 $3.4M
Westwood Holdings Group Inc. 0.03% Reduce -1.2% 3,866 $3.4M
JT Stratford LLC 0.59% Reduce -7.9% 3,860 $3.4M
Millennium Capital Advisors, LLC 2.22% Add +1.4% 3,843 $3.4M
Fishman Jay A Ltd. 0.34% Add +4.9% 3,841 $3.4M
Howland Capital Management LLC 0.15% Reduce -15.3% 3,839 $3.4M
RB Capital Management, LLC 0.84% Add +29.3% 3,835 $3.4M
Beach Investment Counsel Inc. 0.42% No change 3,830 $3.4M
Somerville Kurt F 0.55% Reduce -3.2% 3,822 $3.4M
Signet Investment Advisory Group, Inc. 1.69% Reduce -48.6% 3,819 $3.4M
Entropy Technologies, LP 0.35% Reduce -5.5% 3,812 $3.4M
Ellevest, Inc. 0.19% Add +1.0% 3,800 $3.4M
Owen LaRue, LLC 1.79% Reduce -29.9% 3,797 $3.4M
EverSource Wealth Advisors, LLC 0.21% Add +4.9% 3,795 $3.4M
Ashton Thomas Securities, LLC 0.65% Add +41.2% 3,782 $3.4M
Shilanski & Associates, Inc. 1.09% Add +3.6% 3,774 $3.3M
Pinnacle Wealth Management Advisory Group, LLC 0.32% Reduce -0.5% 3,757 $3.3M
Quantbot Technologies LP 0.13% Add +115.3% 3,757 $3.3M
Hills Bank & Trust Co 0.25% Add +10.6% 3,745 $3.3M
Fiduciary Alliance LLC 0.44% Add +415.5% 3,727 $3.3M
Wealth Management Associates, Inc. 1.45% Reduce -0.2% 3,710 $3.3M
Summit X, LLC 0.80% Reduce -0.8% 3,626 $3.3M
Opinicus Capital, Inc. 2.63% Add +1.7% 3,707 $3.3M
Rf&l Wealth Management, LLC 2.32% Reduce -0.8% 3,704 $3.3M
Wright Investors Service Inc. 0.86% No change 3,689 $3.3M
O'Neil Global Advisors, Inc. 0.83% Reduce -47.7% 3,680 $3.3M
Kuhn & Co Investment Counsel 2.77% Reduce -0.8% 3,671 $3.3M
Caxton Associates LP 0.15% Reduce -28.5% 3,670 $3.3M
VeraBank, N.A. 0.95% Reduce -0.1% 3,666 $3.2M
Moseley Investment Management Inc. 1.29% Reduce -0.2% 3,663 $3.2M
Eagle Rock Investment Company, LLC 0.54% Reduce -0.1% 3,662 $3.2M
Carr Financial Group Corp 0.97% Reduce -10.6% 3,660 $3.2M
Strengthening Families & Communities, LLC 0.83% Add +726.0% 3,659 $3.2M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.45% Reduce -85.3% 3,659 $3.2M
WealthShield Partners, LLC 0.44% Reduce -3.8% 3,658 $3.2M
Probity Advisors, Inc. 0.62% Reduce -8.4% 3,658 $3.2M
Olistico Wealth, LLC 1.98% Reduce -5.9% 3,657 $3.2M
Calydon Capital 0.53% Add +57.2% 3,585 $3.2M
Little House Capital LLC 0.93% Reduce -0.1% 3,644 $3.2M
United Bank 1.49% Reduce -0.8% 3,635 $3.2M
Avantax Planning Partners, Inc. 0.12% Reduce -23.9% 3,633 $3.2M
Burton Enright Welch 0.69% No change 3,629 $3.2M
Royal Capital Wealth Management, LLC 2.27% Reduce -6.5% 3,619 $3.2M
Clean Yield Group 1.02% Reduce -0.5% 3,619 $3.2M
Advisory Alpha, LLC 0.11% Add +12.8% 3,618 $3.2M
Cornerstone Enterprises, LLC 2.01% Add +20.2% 3,618 $3.2M
Van Cleef Asset Management,Inc 0.35% No change 3,611 $3.2M
First Citizens Financial Corp 1.69% Reduce -1.6% 3,608 $3.2M
VestGen Investment Management 0.89% Reduce -1.9% 3,601 $3.2M
Accuvest Global Advisors 2.74% New 3,600 $3.2M
Rational Advisors, Inc. 0.32% Reduce -10.2% 3,600 $3.2M
Convergence Financial, LLC 0.68% Add +9.1% 3,596 $3.2M
Morningstar Investment Services LLC 0.03% Add +21.3% 3,617 $3.2M
Legacy Wealth Asset Management, LLC 0.85% Reduce -6.0% 3,575 $3.2M
UNIVEST FINANCIAL Corp 0.21% Add +56.1% 3,574 $3.2M
Trustmark Bank Trust Department 0.24% Add +3.6% 3,564 $3.2M
Capital Advisory Group Advisory Services, LLC 1.25% No change 3,552 $3.1M
1834 Investment Advisors Co. 0.36% Reduce -18.6% 3,538 $3.1M
Davidson Capital Management Inc. 0.90% Reduce -12.2% 3,538 $3.1M
Patron Partners, LLC 1.73% Reduce -0.7% 3,533 $3.1M
CIC Wealth, LLC 0.81% Add +10.1% 3,531 $3.1M
Cairn Investment Group, Inc. 1.73% Reduce -3.2% 3,530 $3.1M
Procyon Advisors, LLC 0.21% Reduce -2.3% 3,523 $3.1M
Haverford Trust Co 0.03% Add +0.9% 3,515 $3.1M
InTrack Investment Management Inc 2.20% Reduce -15.5% 3,505 $3.1M
Jefferies Financial Group Inc. 0.05% Reduce -72.5% 3,501 $3.1M
Nicolet Advisory Services, LLC 0.29% Add +8.3% 3,497 $3.1M
Searle & Co. 0.77% Reduce -60.6% 3,485 $3.1M
Glen Eagle Advisors, LLC 0.52% Add +1.5% 3,479 $3.1M
Burns J W & Co. Inc. 0.40% Reduce -6.1% 3,475 $3.1M
Clear Creek Financial Management, LLC 0.35% Add +10.2% 3,473 $3.1M
Ironwood Investment Counsel, LLC 0.51% Reduce -0.2% 3,472 $3.1M
Capital Market Strategies LLC 1.86% Add +0.0% 3,470 $3.1M
Guild Investment Management, Inc. 3.36% Reduce -2.5% 3,449 $3.1M
Roundview Capital LLC 0.22% Add +2.7% 3,445 $3.1M
Sippican Capital Advisors 2.13% Reduce -0.7% 3,444 $3.1M
Strategic Planning Group, LLC 0.60% Add +4.2% 3,434 $3.0M
Aureus Asset Management, LLC 0.20% Add +0.1% 3,431 $3.0M
J. L. Bainbridge & Co., Inc. 0.29% No change 3,430 $3.0M
Chesapeake Wealth Management 1.04% Reduce -3.0% 3,430 $3.0M
Guardian Asset Advisors, LLC 2.06% Add +1.7% 3,423 $3.0M
Cornerstone Wealth Management, LLC 0.21% Add +81.1% 3,418 $3.0M
PFG Advisors 0.19% Add +1.6% 3,417 $3.0M
Oxford Wealth Group, LLC 2.46% Reduce -15.4% 3,416 $3.0M
Legacy Bridge, LLC 1.63% Reduce -1.6% 3,407 $3.0M
Hanson & Doremus Investment Management 0.48% No change 3,407 $3.0M
Ausdal Financial Partners, Inc. 0.31% Add +8.1% 3,397 $3.0M
Beacon Bank & Trust 0.70% Reduce -0.1% 3,392 $3.0M
First National Bank & Trust Co. of Newtown 0.57% Reduce -2.9% 3,384 $3.0M
Humankind Investments LLC 1.08% Reduce -12.1% 3,383 $3.0M
Brooks, Moore & Associates, Inc. 1.76% Reduce -14.1% 3,368 $3.0M
Spirit of America Management Corp. 0.59% No change 3,365 $3.0M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 1.08% Add +1.7% 3,352 $3.0M
Tectonic Advisors LLC 0.19% Add +0.1% 3,342 $3.0M
Campion Asset Management 2.17% Reduce -0.7% 3,340 $3.0M
Stablepoint Partners, LLC 0.54% Reduce -4.2% 3,339 $3.0M
Ifrah Financial Services, Inc. 0.80% Reduce -2.9% 3,337 $3.0M
Vest Financial, LLC 0.06% Add +200.2% 3,335 $3.0M
TFG Advisers LLC 1.06% Add +1.0% 3,334 $3.0M
Laurion Capital Management LP 0.19% New 3,328 $2.9M
Sentry Investment Management LLC 1.24% Reduce -13.4% 3,321 $2.9M
MassMutual Private Wealth & Trust, FSB 0.08% Reduce -6.2% 3,315 $2.9M
Axq Capital, LP 0.88% New 3,304 $2.9M
Boston Trust Walden Corp 0.02% Reduce -0.9% 3,304 $2.9M
Main Street Research LLC 0.18% Add +0.7% 3,302 $2.9M
Graphene Investments SAS 1.88% Reduce -8.3% 3,300 $2.9M
LVW Advisors, LLC 0.37% Reduce -2.8% 3,299 $2.9M
Hollencrest Capital Management 0.12% Add +145.3% 3,295 $2.9M
Biltmore Family Office, LLC 0.50% Add +9.6% 3,293 $2.9M
DF Dent & Co. Inc. 0.04% Reduce -5.5% 3,288 $2.9M
MJP Associates Inc. 0.55% Add +9.2% 3,280 $2.9M
Barr E S & Co. 0.18% Add +0.4% 3,275 $2.9M
Qsemble Capital Management, LP 0.53% New 3,272 $2.9M
Linscomb Wealth, Inc. 0.14% Reduce -0.1% 3,270 $2.9M
AAFMAA Wealth Management & Trust LLC 1.28% Add +16.0% 3,267 $2.9M
Midland Wealth Advisors, LLC 0.17% Reduce -13.0% 3,267 $2.9M
Fuller & Thaler Asset Management, Inc. 0.01% No change 3,267 $2.9M
Osborne Partners Capital Management, LLC 0.16% Reduce -5.5% 3,262 $2.9M
Wealth Dimensions Group, Ltd. 0.73% Add +2.5% 3,258 $2.9M
Bangor Savings Bank 0.27% Reduce -0.1% 3,257 $2.9M
GC Wealth Management RIA, LLC 0.50% Add +2.3% 3,254 $2.9M
Veracity Capital LLC 1.10% Add +2.9% 3,252 $2.9M
Moneco Advisors, LLC 0.36% Add +3.5% 3,237 $2.9M
BSW Wealth Partners 0.43% Add +4.3% 3,236 $2.9M
True North Advisors, LLC 0.75% Reduce -1.3% 3,225 $2.9M
Synergy Asset Management, LLC 0.43% Reduce -75.7% 3,212 $2.8M
Congress Park Capital LLC 1.05% Reduce -0.7% 3,208 $2.8M
Accredited Investors Inc. 0.16% Reduce -0.5% 3,203 $2.8M
AdvisorNet Financial, Inc 0.21% Add +7.6% 3,198 $2.8M
Capitol Family Office, Inc. 3.50% Reduce -1.7% 3,191 $2.8M
High Note Wealth, LLC 0.81% Reduce -0.8% 3,188 $2.8M
Souders Financial Advisors 0.39% Reduce -0.7% 3,187 $2.8M
Argonautica Private Wealth Management, Inc. 0.93% Add +1.6% 3,179 $2.8M
Cerro Pacific Wealth Advisors LLC 1.06% No change 3,110 $2.8M
D L Carlson Investment Group Inc. 0.51% Reduce -50.5% 3,175 $2.8M
New Covenant Trust Company, N.A. 2.72% Add +5.6% 3,203 $2.8M
Optimist Retirement Group LLC 1.26% Add +20.2% 3,164 $2.8M
CGN Advisors LLC 0.28% Add +16.3% 3,159 $2.8M
Portside Wealth Group, LLC 0.48% Add +13.1% 3,158 $2.8M
McAdam, LLC 0.16% Add +6.1% 3,150 $2.8M
River Street Advisors LLC 1.53% Reduce -0.5% 3,149 $2.8M
Marcum Wealth, LLC 0.26% Add +8.5% 3,144 $2.8M
SlateStone Wealth, LLC 0.25% Add +2.6% 3,144 $2.8M
Taylor Financial Group, Inc. 1.92% Reduce -0.3% 3,138 $2.8M
Mayflower Financial Advisors, LLC 0.42% Add +1.2% 3,135 $2.8M
Steigerwald, Gordon & Koch Inc. 0.30% Add +0.4% 3,132 $2.8M
City State Bank 1.01% Reduce -3.2% 3,127 $2.8M
Community Bank, N.A. 0.35% Reduce -18.2% 3,123 $2.8M
CHB Investment Group, LLC 1.47% — 3,120 $2.8M
Game Plan Financial Advisors, LLC 1.47% No change 3,117 $2.8M
Semus Wealth Partners LLC 1.92% Add +27.3% 3,101 $2.7M
Lumbard & Kellner, LLC 1.21% Reduce -5.7% 3,093 $2.7M
BLB&B Advisors, LLC 0.14% Add +0.5% 3,092 $2.7M
Prosperitas Financial LLC 1.47% Add +6.6% 3,089 $2.7M
Warther Private Wealth, LLC 0.96% Reduce -22.3% 3,080 $2.7M
Legato Capital Management LLC 0.34% No change 3,077 $2.7M
Breakwater Capital Group 0.55% Reduce -2.3% 3,074 $2.7M
B & T Capital Management DBA Alpha Capital Management 0.51% Add +748.9% 3,073 $2.7M
Barden Capital Management, Inc. 2.39% Reduce -5.9% 3,070 $2.7M
Riggs Asset Managment Co. Inc. 0.74% Reduce -0.2% 3,067 $2.7M
New Century Financial Group, LLC 0.99% Add +39.9% 3,057 $2.7M
Napa Wealth Management 1.28% Add +379.3% 3,048 $2.7M
Alta Wealth Advisors LLC 1.23% Reduce -0.2% 3,045 $2.7M
Wilkins Investment Counsel Inc. 0.37% Reduce -1.9% 3,044 $2.7M
Alera Investment Advisors, LLC 0.32% Add +11.6% 3,041 $2.7M
Crown Wealth Group, LLC 1.17% Reduce -6.3% 3,041 $2.7M
KPP Advisory Services LLC 0.64% Add +5.9% 3,031 $2.7M
Capasso Planning Partners LLC 0.79% Reduce -6.1% 3,031 $2.7M
Physicians Financial Services, Inc. 0.83% Add +5.8% 3,029 $2.7M
Quadcap Wealth Management, LLC 0.42% Add +14.2% 3,026 $2.7M
Means Investment Co., Inc. 0.30% Add +1.4% 3,016 $2.7M
RiverPark Advisors, LLC 2.18% Add +22.9% 3,016 $2.7M
Legacy Financial Advisors, Inc. 0.45% Add +2.3% 3,016 $2.7M
Carmichael Hill & Associates, Inc. 0.99% Add +0.2% 3,013 $2.7M
Quotient Wealth Partners, LLC 0.09% Reduce -3.3% 3,009 $2.7M
Mattern Wealth Management LLC 0.58% No change 3,004 $2.7M
Guyasuta Investment Advisors Inc. 0.16% Add +3.6% 3,001 $2.7M
Deseret Mutual Benefit Administrators 1.35% Reduce -9.3% 2,995 $2.7M
Sfmg, LLC 0.21% Reduce -7.1% 2,990 $2.6M
Patrick M Sweeney & Associates, Inc. 1.94% Add +1.9% 2,984 $2.6M
Connecticut Wealth Management, LLC 0.13% Reduce -6.8% 2,981 $2.6M
Eisler Capital (US) LLC 0.49% New 2,975 $2.6M
Good Life Advisors, LLC 0.16% Add +14.4% 2,973 $2.6M
Kestra Investment Management, LLC 0.11% New 2,972 $2.6M
Sonora Investment Management Group, LLC 0.20% Add +22.9% 2,965 $2.6M
Scholtz & Company, LLC 1.24% Reduce -32.6% 2,963 $2.6M
Patten Group, Inc. 0.58% Reduce -2.1% 2,960 $2.6M
Castle Rock Wealth Management, LLC 0.63% Add +0.1% 2,902 $2.6M
Rockline Wealth Management, LLC 0.74% Add +8.4% 2,947 $2.6M
Stiles Financial Services Inc 0.92% Reduce -4.1% 2,946 $2.6M
KKM Financial LLC 1.29% Add +8.2% 2,941 $2.6M
Capital Investment Counsel, LLC 0.45% Add +0.8% 2,936 $2.6M
LRI Investments, LLC 0.25% Add +46.9% 3,306 $2.6M
Northwest Quadrant Wealth Management, LLC 0.60% Add +0.1% 2,927 $2.6M
Forza Wealth Management, LLC 1.19% No change 2,925 $2.6M
Journey Strategic Wealth LLC 0.09% Add +20.2% 2,918 $2.6M
Guardian Capital Advisors LP 0.25% Reduce -3.1% 2,922 $2.6M
Clare Market Investments LLC 0.68% Add +48.4% 2,913 $2.6M
Planned Solutions, Inc. 1.05% Reduce -10.1% 2,913 $2.6M
Westwood Wealth Management 1.01% Add +50.0% 2,910 $2.6M
PSI Advisors, LLC 0.75% Add +0.5% 2,908 $2.6M
John G Ullman & Associates Inc. 0.37% Reduce -13.4% 2,908 $2.6M
Keel Point, LLC 0.21% Reduce -4.0% 2,897 $2.6M
Leo Wealth, LLC 0.23% Reduce -17.7% 2,892 $2.6M
Gold Investment Management Ltd. 1.07% Reduce -30.4% 2,887 $2.6M
Bey-Douglas LLC 2.24% New 2,885 $2.6M
Maven Securities LTD 0.29% Reduce -18.9% 2,885 $2.6M
Wolf Group Capital Advisors 1.21% Add +66.0% 5,440 $2.6M
First County Bank 1.26% Reduce -7.7% 2,873 $2.5M
Laraway Financial Advisors Inc 2.03% Reduce -0.8% 2,872 $2.5M
Mission Creek Capital Partners, Inc. 0.59% Add +3.6% 2,870 $2.5M
Nikulski Financial, Inc. 0.76% Add +39.8% 2,869 $2.5M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.62% Add +34.3% 2,858 $2.5M
MCF Advisors LLC 0.18% Add +0.1% 2,850 $2.5M
Pegasus Asset Management, Inc. 0.76% Add +0.5% 2,848 $2.5M
Greenwich Wealth Management LLC 0.17% Add +18.2% 2,847 $2.5M
Marino, Stram & Associates LLC 0.56% Add +1.0% 2,842 $2.5M
Chilton Investment Co. Inc. 0.07% Reduce -10.6% 2,837 $2.5M
GPS Wealth Strategies Group, LLC 0.33% Add +0.3% 2,830 $2.5M
Monument Capital Management 0.69% Reduce -0.5% 2,829 $2.5M
RKL Wealth Management LLC 0.23% Reduce -3.0% 2,818 $2.5M
SP Asset Management LLC 0.21% Add +0.1% 2,814 $2.5M
J. Stern & Co. LLP 0.27% Add +47.2% 2,812 $2.5M
Chapman Investment Management, LLC 1.82% Add +0.1% 2,810 $2.5M
Kavar Capital Partners Group, LLC 0.39% Reduce -1.2% 2,808 $2.5M
Stonebrook Private Inc. 0.66% Add +6.0% 2,808 $2.5M
Samalin Investment Counsel, LLC 1.08% Reduce -7.4% 2,807 $2.5M
West Paces Advisors Inc. 0.61% Add +0.6% 2,804 $2.5M
Jackson, Grant Investment Advisers, Inc. 0.93% Add +0.1% 2,799 $2.5M
IFG Advisory, LLC 0.16% Reduce -6.1% 2,798 $2.5M
Graves Light Lenhart Wealth, Inc. 0.30% No change 2,797 $2.5M
Hudock, Inc. 0.43% Add +0.8% 2,797 $2.5M
FCG Investment Co 1.62% Add +1.2% 2,791 $2.5M
MRP Capital Investments, LLC 2.34% Reduce -6.0% 2,777 $2.5M
Certuity, LLC 0.26% Add +30.5% 2,741 $2.4M
Personal Cfo Solutions, LLC 0.34% Reduce -0.5% 2,740 $2.4M
Tran Capital Management, L.P. 0.26% New 2,734 $2.4M
Harvest Investment Services, LLC 0.77% Reduce -5.5% 2,734 $2.4M
Private Portfolio Partners LLC 0.45% New 2,730 $2.4M
Archer Investment Corp 0.65% Reduce -12.4% 2,728 $2.4M
Broderick Brian C 0.47% Reduce -0.9% 2,728 $2.4M
Fairfield, Bush & Co. 1.44% Add +18.5% 2,726 $2.4M
L.M. Kohn & Company 0.61% Add +13.4% 2,725 $2.4M
Mitchell Sinkler & Starr 0.61% Add +15.0% 3,066 $2.4M
E&G Advisors, LLC 0.67% Add +7.1% 2,731 $2.4M
Alpine Bank Wealth Management 0.38% — 2,712 $2.4M
Relyea Zuckerberg Hanson LLC 0.37% Add +2.6% 2,710 $2.4M
Traveka Wealth, LLC 1.22% Reduce -14.2% 2,702 $2.4M
Cape Cod Five Cents Savings Bank 0.22% Add +8.0% 2,702 $2.4M
Grandfield & Dodd, LLC 0.14% Reduce -1.8% 2,699 $2.4M
Bulltick Wealth Management, LLC 0.59% Add +991.5% 2,696 $2.4M
180 Wealth Advisors, LLC 0.38% Reduce -4.8% 2,693 $2.4M
Human Investing LLC 0.43% Reduce -2.7% 2,688 $2.4M
Buffington Mohr McNeal 0.39% Reduce -4.5% 2,687 $2.4M
Capital Analysts, LLC 0.10% Add +153.4% 2,686 $2.4M
Whalerock Point Partners, LLC 0.58% Add +47.3% 2,678 $2.4M
Analyst IMS Investment Management Services Ltd. 0.09% Add +68.3% 2,674 $2.4M
Bard Financial Services, Inc. 0.28% Reduce -52.5% 2,670 $2.4M
TCTC Holdings, LLC 0.08% Reduce -5.8% 2,665 $2.4M
Everpar Advisors LLC 1.22% Reduce -2.7% 2,663 $2.4M
Lane & Associates LLC 1.28% Add +2.5% 2,661 $2.4M
Cascades Capital Asset Management, LLC 1.33% — 2,661 $2.4M
Clear Investment Research, LLC 3.07% Add +2.7% 2,660 $2.4M
American Planning Services, Inc. 1.86% Add +2.6% 2,660 $2.4M
Thomas Story & Son LLC 0.96% No change 2,655 $2.4M
Vigilare Wealth Management 0.95% Reduce -5.5% 2,649 $2.3M
Stonebridge Capital Advisors LLC 0.19% Add +0.7% 2,649 $2.3M
Bfsg, LLC 0.27% Add +1.3% 2,645 $2.3M
Dempze Nancy E 1.31% New 2,645 $2.3M
St Germain D J Co. Inc. 0.11% Reduce -1.9% 2,641 $2.3M
Garden State Investment Advisory Services LLC 0.75% Add +16.4% 2,634 $2.3M
Country Club Bank 0.16% Reduce -5.4% 2,658 $2.3M
Bantamac Capital, LLC 1.12% Add +0.0% 2,629 $2.3M
Sargent Investment Group, LLC 0.42% Add +2.5% 2,626 $2.3M
West Michigan Advisors, LLC 0.70% Add +1.8% 2,622 $2.3M
Peoples Bank 1.18% Add +0.5% 2,619 $2.3M
First Foundation Advisors 0.09% Reduce -6.0% 2,618 $2.3M
Global X Japan Co., Ltd. 0.30% Add +10.6% 2,614 $2.3M
Deroy & Devereaux Private Investment Counsel Inc. 0.13% No change 2,611 $2.3M
CVA Family Office, LLC 0.38% Add +2.4% 2,609 $2.3M
Lecap Asset Management Ltd. 0.50% Add +243.2% 2,608 $2.3M
New England Research & Management, Inc. 1.08% Add +33.2% 2,606 $2.3M
Washburn Capital Management, Inc. 1.65% Reduce -6.7% 2,603 $2.3M
American Trust 0.19% Add +4.6% 2,603 $2.3M
Hendershot Investments Inc. 0.31% Reduce -1.8% 2,590 $2.3M
Arlington Trust Co LLC 0.50% Reduce -1.5% 2,589 $2.3M
RiverFront Investment Group, LLC 0.05% Add +814.1% 2,587 $2.3M
Debussy Capital Management LP 0.67% Add +0.3% 2,586 $2.3M
Intact Investment Management Inc. 0.08% Add +27.7% 2,580 $2.3M
RFP Financial Group LLC 0.74% Add +89.4% 2,580 $2.3M
Regent Peak Wealth Advisors LLC 0.52% Reduce -0.6% 2,579 $2.3M
Mystic Asset Management, Inc. 0.86% Add +2.5% 2,567 $2.3M
Waterloo Capital, L.P. 0.25% Reduce -5.7% 2,564 $2.3M
Massachusetts Wealth Management 1.43% Add +15.6% 2,560 $2.3M
Cross Staff Investments Inc 1.75% Add +0.6% 2,555 $2.3M
Mechanics Financial Corp 0.99% Add +49.7% 2,554 $2.3M
WMS Partners, LLC 0.13% Add +65.0% 2,553 $2.3M
Wrapmanager Inc. 0.58% Add +5.3% 2,551 $2.3M
Passumpsic Savings Bank 1.48% Reduce -0.5% 2,550 $2.3M
Trexquant Investment LP 0.03% New 2,550 $2.3M
Thompson Siegel & Walmsley LLC 0.03% Add +18.8% 2,549 $2.3M
Cornerstone Advisory, LLC 0.30% Add +0.6% 2,545 $2.3M
Douglas Lane & Associates, LLC 0.03% Reduce -2.9% 2,545 $2.3M
Taurus Asset Management, LLC 0.22% Reduce -1.1% 2,533 $2.2M
Nadler Financial Group, Inc. 0.25% Add +0.3% 2,531 $2.2M
Moss Adams Wealth Advisors LLC 0.24% Add +15.7% 2,509 $2.2M
DeDora Capital, Inc. 0.62% Add +11.9% 2,507 $2.2M
Argent Financial Group, Inc. 0.26% — 2,503 $2.2M
Anthracite Investment Company, Inc. 1.05% New 2,500 $2.2M
Wesleyan Assurance Society 0.18% No change 2,500 $2.2M
AlTi Global, Inc. 0.05% Reduce -28.0% 2,495 $2.2M
Northern Financial Advisors Inc 1.68% Reduce -9.9% 2,495 $2.2M
Burt Wealth Advisors 0.54% Reduce -0.4% 2,494 $2.2M
Integrated Investment Consultants, LLC 0.48% Add +37140.7% 694,167 $2.2M
Wealth Effects LLC 0.77% Reduce -9.3% 2,484 $2.2M
Lyell Wealth Management, LP 0.20% No change 2,481 $2.2M
Borer Denton & Associates, Inc. 0.75% No change 2,475 $2.2M
HHM Wealth Advisors, LLC 0.31% Reduce -17.8% 2,471 $2.2M
Andrew Hill Investment Advisors, Inc. 1.64% Reduce -49.8% 2,465 $2.2M
Arax Advisory Partners 0.20% Add +0.7% 2,465 $2.2M
Quadrant Private Wealth Management, LLC 0.54% Add +1.3% 2,459 $2.2M
WESPAC Advisors, LLC 1.61% Add +3.5% 2,459 $2.2M
Nebula Research & Development LLC 0.26% New 2,459 $2.2M
Client First Investment Management LLC 1.66% Add +0.2% 2,453 $2.2M
Gardner Lewis Asset Management L P 0.61% No change 2,450 $2.2M
Carlson Capital Management 0.09% Add +2.4% 2,449 $2.2M
Strategic Investment Advisors / MI 0.24% Reduce -2.4% 2,447 $2.2M
Farrow Financial, Inc. 1.37% Reduce -0.9% 2,446 $2.2M
Childress Capital Advisors, LLC 0.58% Add +4.5% 2,445 $2.2M
Facet Wealth, Inc. 0.06% Add +6.5% 2,632 $2.2M
Maia Wealth LLC 0.53% Add +10.5% 2,415 $2.2M
Prio Wealth Limited Partnership 0.06% Add +0.5% 2,411 $2.1M
Arcadia Investment Management Corp. 0.35% Reduce -15.4% 2,397 $2.1M
Tempus Wealth Planning, LLC 0.78% Add +1.5% 2,394 $2.1M
Parnassus Investments, LLC 0.00% Add +15.3% 2,393 $2.1M
JGP Global Gestao de Recursos Ltda. 4.15% Add +11.0% 2,389 $2.1M
Townsend Asset Management Corp. /NC/ 0.78% Reduce -0.3% 2,386 $2.1M
Fortitude Family Office, LLC 0.84% Add +218.4% 2,382 $2.1M
Marathon Capital Management 0.51% Reduce -2.3% 2,375 $2.1M
Main Street Financial Solutions, LLC 0.19% Reduce -19.4% 2,375 $2.1M
Ascentis Independent Advisors 0.33% Add +1.6% 2,374 $2.1M
Greatmark Investment Partners, Inc. 0.28% No change 2,372 $2.1M
Aprio Wealth Management, LLC 0.34% Add +52.2% 2,370 $2.1M
Powers Advisory Group, LLC 1.05% Add +3.1% 2,367 $2.1M
Abacus Planning Group, Inc. 0.37% Reduce -4.3% 2,366 $2.1M
Providence First Trust Co 0.89% Add +159.3% 2,357 $2.1M
Compass Ion Advisors, LLC 0.26% Add +0.7% 2,356 $2.1M
Cunning Capital Partners, LP 1.09% No change 2,355 $2.1M
Riverpark Capital Management LLC 3.79% No change 2,354 $2.1M
Nixon Peabody Trust Co. 0.17% Reduce -0.5% 2,354 $2.1M
Paradigm Asset Management Co. LLC 0.55% No change 2,350 $2.1M
Pure Financial Advisors, LLC 0.05% Reduce -55.5% 2,349 $2.1M
Retirement Planning Co of New England, Inc. 1.03% Add +5.2% 2,344 $2.1M
Wintrust Investments LLC 1.53% Reduce -90.3% 2,340 $2.1M
Cromwell Holdings LLC 1.33% No change 2,338 $2.1M
Westmount Partners, LLC 0.62% Add +109.6% 2,337 $2.1M
Tenon Financial LLC 1.37% No change 2,327 $2.1M
Boothbay Fund Management, LLC 0.07% Reduce -0.2% 2,319 $2.1M
Drive Wealth Management, LLC 0.53% Add +3.0% 2,310 $2.0M
HF Advisory Group, LLC 0.95% Reduce -2.0% 2,309 $2.0M
Glass Wealth Management Co LLC 1.13% Add +41.7% 2,309 $2.0M
Mosaic Financial Group, LLC 1.45% Reduce -30.3% 2,308 $2.0M
Lee Financial Co 0.29% Add +36.7% 2,307 $2.0M
626 Financial, LLC 1.13% No change 2,304 $2.0M
Holderness Investments Co. 0.45% Add +1.8% 2,301 $2.0M
William B. Walkup & Associates, Inc. 1.26% Reduce -1.5% 2,300 $2.0M
Alta Advisers Ltd 0.93% No change 2,300 $2.0M
Mustard Seed Financial, LLC 1.69% Add +0.0% 2,295 $2.0M
MV Capital Management, Inc. 0.22% Add +0.5% 2,295 $2.0M
Red Spruce Capital, LLC 0.92% Reduce -3.3% 2,287 $2.0M
Saxony Capital Management, LLC 1.85% Add +7.8% 2,286 $2.0M
German American Bancorp, Inc. 0.21% Add +1.6% 2,284 $2.0M
Global Assets Advisory, LLC 1.11% Add +296.0% 2,285 $2.0M
LS Investment Advisors, LLC 0.30% Reduce -3.3% 2,280 $2.0M
Kanawha Capital Management LLC 0.15% Add +9.5% 2,280 $2.0M
Park Edge Advisors, LLC 0.58% Reduce -7.3% 2,278 $2.0M
Garrison Asset Management, LLC 1.02% Reduce -11.7% 2,276 $2.0M
Sutton Place Investors LLC 1.23% Add +2.7% 2,273 $2.0M
Penn Davis McFarland Inc. 0.23% New 2,265 $2.0M
Safeguard Investment Advisory Group, LLC 0.57% No change 2,261 $2.0M
Valley Wealth Managers, Inc. 0.15% Add +26.4% 2,260 $2.0M
Central Bank & Trust Co. 0.28% Reduce -11.7% 2,254 $2.0M
West Coast Financial LLC 0.22% No change 2,253 $2.0M
Criterion Capital Advisors, LLC 1.25% No change 2,201 $2.0M
Gleason Group, Inc. 0.36% Add +0.0% 2,249 $2.0M
Retirement Income Solutions, Inc. 0.45% Reduce -0.7% 2,243 $2.0M
Scientech Research LLC 0.39% Add +89.3% 2,238 $2.0M
CTC LLC 0.09% Reduce -85.1% 2,238 $2.0M
HighMark Wealth Management LLC 1.09% Add +1.0% 2,238 $2.0M
Bristlecone Advisors, LLC 0.16% Add +8.0% 2,232 $2.0M
Lineweaver Wealth Advisors, LLC 0.37% Add +7.3% 2,215 $2.0M
Van Hulzen Asset Management, LLC 0.14% Add +2.6% 2,217 $2.0M
L. Roy Papp & Associates, LLP 0.24% Reduce -6.9% 2,215 $2.0M
Bill Few Associates, Inc. 0.69% Reduce -7.2% 2,210 $2.0M
Centerpoint Advisors, LLC 0.68% Reduce -35.9% 2,208 $2.0M
Vaughan David Investments LLC 0.04% Add +7.3% 2,207 $2.0M
Ancora Advisors LLC 0.04% Reduce -67.6% 2,206 $2.0M
Crestline Management, L.P. 0.11% New 2,200 $1.9M
Redwood Investments, LLC 0.58% Reduce -7.1% 2,197 $1.9M
Accent Capital Management, LLC 1.12% Reduce -26.5% 2,196 $1.9M
Brendel Financial Advisors LLC 1.10% Add +5.9% 2,192 $1.9M
Root Financial Partners, LLC 0.31% Add +374.5% 2,192 $1.9M
Gries Financial LLC 0.36% Add +93.2% 2,191 $1.9M
Brophy Wealth Management, LLC 0.69% — 2,189 $1.9M
Smith Group Asset Management, LLC 0.16% Add +46.6% 2,189 $1.9M
Parallax Volatility Advisers, L.P. 0.06% New 2,185 $1.9M
Fort Washington Investment Advisors Inc. 0.01% Add +2.4% 2,182 $1.9M
Lebenthal Global Advisors, LLC 0.39% Add +12.6% 2,177 $1.9M
TBH Global Asset Management, LLC 0.42% Add +10.1% 2,174 $1.9M
Redwood Wealth Management Group, LLC 0.95% Add +10.6% 2,154 $1.9M
Platform Technology Partners 0.60% Reduce -3.9% 2,152 $1.9M
Sage Rhino Capital LLC 0.42% Add +0.3% 2,150 $1.9M
Liberty Capital Management, Inc. 0.42% Add +5.7% 2,150 $1.9M
Orser Capital Management, LLC 1.36% Reduce -0.5% 2,144 $1.9M
Estate Counselors, LLC 0.20% No change 2,143 $1.9M
Halbert Hargrove Global Advisors, LLC 0.10% No change 2,138 $1.9M
Ted Buchan & Co 0.90% Add +8.7% 2,136 $1.9M
Drexel Morgan & Co. 0.35% No change 2,134 $1.9M
Fiduciary Family Office, LLC 0.62% Add +9.7% 2,132 $1.9M
Ti-Trust, Inc. 1.35% No change 2,130 $1.9M
Heritage Investment Group, Inc. 0.36% Add +3.9% 2,126 $1.9M
Cynosure Group, LLC 0.27% Add +21.7% 2,122 $1.9M
Westover Capital Advisors, LLC 0.36% Add +9.2% 2,122 $1.9M
Scott & Selber, Inc. 0.58% Reduce -0.7% 2,119 $1.9M
Baldwin Wealth Partners LLC 0.13% Add +66.9% 2,111 $1.9M
J. W. Coons Advisors, LLC 0.35% Reduce -0.2% 2,106 $1.9M
Summit Financial Strategies, Inc. 0.21% Add +0.5% 2,105 $1.9M
Clarity Capital Partners LLC 1.10% Add +582.8% 2,103 $1.9M
Archvest Wealth Advisors, Inc. 1.18% No change 2,102 $1.9M
Cetera Trust Company, N.A 1.14% No change 2,099 $1.9M
Boltwood Capital Management 0.55% Reduce -3.3% 2,099 $1.9M
Westhampton Capital, LLC 0.94% Reduce -6.1% 2,089 $1.9M
ARS Wealth Advisors Group, LLC 0.23% Add +1.0% 2,086 $1.8M
Unionview, LLC 1.44% No change 2,085 $1.8M
Woodard & Co. Asset Management Group Inc. 0.41% Add +2.4% 2,085 $1.8M
Canton Hathaway, LLC 0.46% No change 2,085 $1.8M
CenterBook Partners LP 0.11% Reduce -76.1% 2,084 $1.8M
Wealthspan Partners, LLC 0.91% No change 2,082 $1.8M
Kennedy Investment Group, Inc. 0.85% Add +11.1% 2,077 $1.8M
CYBER HORNET ETFs LLC 1.86% Reduce -0.9% 2,069 $1.8M
TrueMark Investments, LLC 0.59% Reduce -8.9% 2,069 $1.8M
Bellecapital International Ltd. 0.37% Reduce -33.0% 2,069 $1.8M
44 Wealth Management LLC 0.64% — 2,028 $1.8M
Westside Investment Management, Inc. 0.39% Reduce -8.8% 2,068 $1.8M
Kirr Marbach & Co. LLC 0.41% No change 2,068 $1.8M
Cypress Wealth Services, LLC 0.38% Reduce -3.3% 2,065 $1.8M
Barlow Wealth Partners, LLC 0.24% No change 2,031 $1.8M
Gerber Kawasaki Wealth & Investment Management 0.08% Add +10.5% 2,059 $1.8M
Asahi Life Asset Management Co., LTD. 1.10% Add +5.5% 2,056 $1.8M
First Commonwealth Financial Corp 0.44% Add +0.8% 2,056 $1.8M
Frisch Financial Group, Inc. 0.55% Reduce -15.2% 2,054 $1.8M
LCNB Corp. 0.64% No change 2,051 $1.8M
Diversified Portfolios, Inc. 0.19% Reduce -0.2% 2,050 $1.8M
Cim Investment Management Inc. 0.54% Reduce -4.2% 2,048 $1.8M
Meadow Creek Wealth Advisors LLC 1.44% Add +6.6% 2,047 $1.8M
Marco Investment Management LLC 0.16% Reduce -3.1% 2,047 $1.8M
Red Door Wealth Management, LLC 0.30% Add +6.5% 2,045 $1.8M
Brown, Lisle/Cummings, Inc. 0.55% No change 2,044 $1.8M
Kensington Investment Counsel, LLC 0.76% Reduce -1.0% 2,041 $1.8M
Fortem Financial Group, LLC 0.73% Add +23.7% 2,038 $1.8M
Jacobson & Schmitt Advisors, LLC 0.37% Reduce -0.1% 2,037 $1.8M
NorthStar Asset Management LLC 1.20% Add +16.3% 2,037 $1.8M
Monumental Financial Group Inc. 0.67% Reduce -12.8% 2,036 $1.8M
FWG Holdings, LLC 0.89% Reduce -16.8% 2,011 $1.8M
Oarsman Capital, Inc. 0.33% Reduce -1.4% 2,032 $1.8M
JSF Financial, LLC 0.53% Reduce -0.4% 2,031 $1.8M
NCM Capital Management, LLC 0.86% No change 2,030 $1.8M
Bridge Creek Capital Management LLC 0.54% Reduce -6.3% 2,029 $1.8M
First Command Advisory Services, Inc. 0.02% Add +0.1% 2,026 $1.8M
Aviso Wealth Management 0.97% Reduce -5.8% 2,014 $1.8M
Partners Capital Investment Group, LLP 0.03% Add +0.1% 2,013 $1.8M
Colonial River Investments, LLC 0.88% Add +276.6% 2,011 $1.8M
Sandy Cove Advisors, LLC 0.73% Reduce -2.6% 2,009 $1.8M
Atlas Capital Advisors Inc. 0.27% No change 2,009 $1.8M
United Bank 0.21% Reduce -2.3% 2,007 $1.8M
James J. Burns & Company, LLC 0.32% No change 2,007 $1.8M
Navalign, LLC 0.52% Reduce -0.3% 2,006 $1.8M
LGL Partners, LLC 0.25% Add +1.0% 2,005 $1.8M
Miura Global Management, LLC 2.03% Reduce -63.6% 2,000 $1.8M
Helios Capital Management Pte. Ltd. 1.09% No change 2,000 $1.8M
NCP Inc. 1.01% New 2,000 $1.8M
Ally Financial Inc. 0.21% New 2,000 $1.8M
WealthPlan Investment Management, LLC 0.18% Add +0.3% 2,000 $1.8M
Omnia Family Wealth, LLC 0.76% Add +5.5% 1,998 $1.8M
Union Savings Bank 0.87% Add +13.3% 1,998 $1.8M
Pettyjohn, Wood & White, Inc. 0.33% Reduce -0.1% 1,994 $1.8M
D'Orazio & Associates, Inc. 0.25% Add +0.5% 1,991 $1.8M
Prosperity Wealth Management, Inc. 0.70% Add +78.8% 1,988 $1.8M
Aire Advisors, LLC 0.39% Add +5.8% 1,978 $1.8M
Baxter Bros Inc. 0.23% Add +1.0% 1,978 $1.8M
TFB Advisors LLC 0.52% Add +2.4% 1,977 $1.8M
One Capital Management, LLC 0.06% Add +1.2% 1,976 $1.8M
Cooper Financial Group 0.23% Add +20.5% 1,960 $1.7M
Exchange Capital Management, Inc. 0.28% Reduce -0.1% 1,958 $1.7M
Gables Capital Management Inc. 0.88% Add +4.9% 1,957 $1.7M
Secure Asset Management, LLC 0.29% Add +18.2% 1,956 $1.7M
Webster Bank, N. A. 0.18% Add +3.2% 1,955 $1.7M
Optivise Advisory Services LLC 0.91% Add +1.6% 1,954 $1.7M
Essex LLC 0.35% Add +1.0% 1,950 $1.7M
Merrion Investment Management Co, LLC 1.14% Reduce -2.5% 1,950 $1.7M
Ignite Planners, LLC 0.40% Reduce -1.0% 1,948 $1.7M
S.A. Mason LLC 0.91% No change 1,944 $1.7M
Capstone Financial Advisors, Inc. 0.11% Add +180.6% 1,942 $1.7M
Live Oak Private Wealth LLC 0.28% Add +7.9% 1,941 $1.7M
WoodTrust Financial Corp 0.24% Reduce -17.7% 1,935 $1.7M
WealthTrust Asset Management, LLC 1.28% Reduce -36.0% 1,935 $1.7M
Azzad Asset Management Inc. 0.19% Add +11.3% 1,931 $1.7M
Birchcreek Wealth Management, LLC 1.12% Reduce -11.8% 1,930 $1.7M
Amica Retiree Medical Trust 1.42% — 1,930 $1.7M
Shulman DeMeo Asset Management LLC 0.42% Reduce -2.9% 1,930 $1.7M
Stone Summit Wealth LLC 0.55% Reduce -0.4% 1,929 $1.7M
Heritage Family Offices, LLP 0.88% Reduce -0.8% 1,927 $1.7M
Affiance Financial, LLC 0.41% No change 1,925 $1.7M
Financial Sense Advisors, Inc. 0.47% Reduce -41.4% 1,923 $1.7M
FinTrust Capital Advisors, LLC 0.29% Add +0.5% 1,918 $1.7M
Trek Financial, LLC 0.13% Add +30.5% 1,907 $1.7M
Beacon Capital Management, LLC 0.24% Add +3.6% 1,904 $1.7M
Dark Forest Capital Management LP 0.22% Add +222.5% 1,903 $1.7M
Pingora Partners LLC 1.19% No change 1,900 $1.7M
Atlas Brown,Inc. 0.58% Reduce -4.0% 1,898 $1.7M
Savvy Advisors, Inc. 0.34% Add +4.9% 1,892 $1.7M
Prosperity Financial Group, Inc. 0.94% Add +3.3% 1,890 $1.7M
Tortoise Investment Management, LLC 0.17% Add +4.8% 1,887 $1.7M
Founders Financial Alliance, LLC 0.47% Reduce -11.3% 1,886 $1.7M
Dogwood Wealth Management LLC 0.96% Add +18.3% 1,885 $1.7M
MN Wealth Advisors, LLC 0.95% Reduce -0.5% 1,884 $1.7M
Park Place Capital Corp 0.48% Reduce -19.9% 1,882 $1.7M
Brave Asset Management Inc. 0.41% No change 1,878 $1.7M
Emerald Advisers, LLC 0.06% Add +75.2% 1,873 $1.7M
Wexford Capital LP 0.40% New 1,871 $1.7M
Loomis Sayles & Co. L P 0.00% Add +24.7% 1,869 $1.7M
Trustco Bank Corp. N Y 1.66% Add +2.8% 1,869 $1.7M
Tiemann Investment Advisors, LLC 0.71% Reduce -5.7% 1,867 $1.7M
Whitener Capital Management, Inc. 0.47% Add +16.8% 1,863 $1.7M
Vawter Financial, Ltd. 1.01% Add +5.7% 1,861 $1.6M
Mendel Money Management 0.71% Reduce -7.6% 1,856 $1.6M
Chapin Davis, Inc. 0.53% No change 1,852 $1.6M
Legacy Capital Group California, Inc. 0.55% Reduce -0.1% 1,852 $1.6M
Alpha Omega Wealth Management LLC 0.30% Reduce -7.7% 1,851 $1.6M
GHP Investment Advisors, Inc. 0.08% Add +5.1% 1,848 $1.6M
Cordgrass Capital Advisors, LLC 0.47% Reduce -0.8% 1,846 $1.6M
Guardian Capital LP 0.06% Reduce -0.6% 1,839 $1.6M
Calton & Associates, Inc. 0.62% Add +77.4% 1,836 $1.6M
Horizon Investment Services, LLC 0.70% No change 1,836 $1.6M
Running Point Capital Advisors, LLC 0.63% Reduce -1.1% 1,831 $1.6M
Fortis Capital Advisors, LLC 0.54% Reduce -30.6% 1,830 $1.6M
Heritage Financial Services, LLC 0.22% No change 1,828 $1.6M
Galvin, Gaustad & Stein, LLC 0.15% Reduce -6.8% 1,821 $1.6M
Wambolt & Associates, LLC 0.44% Add +0.5% 1,816 $1.6M
Sivia Capital Partners, LLC 0.95% Add +0.3% 1,812 $1.6M
Gilman Hill Asset Management, LLC 0.27% Reduce -6.5% 1,807 $1.6M
Zhang Financial LLC 0.10% Add +0.6% 1,807 $1.6M
Burr Financial Services, LLC 1.13% Add +50.5% 1,806 $1.6M
Mill Capital Management, LLC 0.12% No change 1,803 $1.6M
M&R Capital Management Inc. 0.35% Add +2.5% 1,802 $1.6M
LWM Advisory Services, LLC 1.18% Reduce -0.9% 1,801 $1.6M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.82% Reduce -55.0% 1,800 $1.6M
Nkcfo LLC 0.76% Add +2.9% 1,800 $1.6M
Parametrica Management Ltd 1.90% Reduce -64.7% 1,800 $1.6M
Monetta Financial Services Inc. 1.36% Add +12.5% 1,800 $1.6M
Pavion Blue Capital, LLC 0.74% Reduce -38.8% 1,800 $1.6M
LBMC Investment Advisors, LLC 0.13% No change 1,800 $1.6M
Cinctive Capital Management LP 0.09% Reduce -71.3% 1,795 $1.6M
Intelligence Driven Advisers, LLC 0.23% Add +49.5% 1,793 $1.6M
BTG Pactual Asset Management US LLC 0.23% Add +31.8% 1,791 $1.6M
ICONIQ Capital, LLC 0.03% Add +262.1% 1,785 $1.6M
NWF Advisory Services Inc. 0.23% Add +20.3% 1,784 $1.6M
Hixon Zuercher, LLC 0.62% Add +0.2% 1,777 $1.6M
Global Financial Private Client, LLC 0.61% Add +8.0% 1,776 $1.6M
Keynote Financial Services LLC 1.21% Reduce -11.9% 1,775 $1.6M
XML Financial, LLC 0.15% Add +1.0% 1,775 $1.6M
WealthPLAN Partners, LLC 0.21% Add +11.8% 1,768 $1.6M
Unigestion Holding SA 0.08% Reduce -20.3% 1,765 $1.6M
Patriot Financial Group Insurance Agency, LLC 0.21% Reduce -13.0% 1,763 $1.6M
Weaver Capital Management LLC 0.47% Reduce -1.0% 1,762 $1.6M
Buckhead Capital Management LLC 0.49% Reduce -4.9% 1,760 $1.6M
Hedeker Wealth, LLC 0.41% No change 1,757 $1.6M
First Financial Bank - Trust Division 0.14% Reduce -3.8% 1,757 $1.6M
Silver Oak Securities, Incorporated 0.16% Reduce -6.2% 1,951 $1.6M
Somerset Group LLC 1.43% Add +0.1% 1,752 $1.6M
JGP Wealth Management, LLC 0.20% Add +2.3% 1,752 $1.6M
US Asset Management LLC 1.37% Reduce -5.3% 1,912 $1.6M
Enterprise Financial Services Corp 0.90% Reduce -1.5% 1,751 $1.6M
Canal Capital Management, LLC 0.25% Reduce -1.6% 1,750 $1.6M
Cobblestone Capital Advisors LLC 0.09% Reduce -7.1% 1,750 $1.6M
McLean Asset Management Corp 0.47% Add +18.3% 1,746 $1.5M
Zega Financial, LLC 0.51% Reduce -24.7% 1,748 $1.5M
Aspire Private Capital, LLC 0.37% Add +0.9% 1,748 $1.5M
Gratus Wealth Advisors, LLC 0.25% Add +33.7% 1,721 $1.5M
Wolff Wiese Magana LLC 1.06% Add +2.0% 1,745 $1.5M
Sunflower Bank, N.A. 0.42% Add +1.7% 1,744 $1.5M
Gilbert & Cook, Inc. 0.21% Reduce -0.8% 1,743 $1.5M
Balboa Wealth Partners 0.39% Reduce -12.2% 1,742 $1.5M
Sather Financial Group Inc 0.10% Reduce -1.3% 1,741 $1.5M
Safe Harbor Fiduciary, LLC 1.44% — 1,738 $1.5M
Gray Wealth Management Inc. 0.61% Add +0.5% 1,737 $1.5M
Delta Investment Management, LLC 0.31% Add +26.1% 1,734 $1.5M
Alan B Lancz & Associates, Inc. 1.41% Add +1.5% 1,730 $1.5M
Laidlaw Wealth Management LLC 0.76% Add +24.8% 1,729 $1.5M
First National Bank of Hutchinson 0.99% Reduce -10.3% 1,724 $1.5M
Beverly Hills Private Wealth, LLC 0.31% Reduce -6.8% 1,721 $1.5M
Vista Capital Partners, Inc. 0.18% Add +60.8% 1,719 $1.5M
EagleClaw Capital Managment, LLC 0.25% Reduce -0.4% 1,718 $1.5M
Wealth Quarterback LLC 0.79% Add +87.7% 1,717 $1.5M
OneAscent Financial Services LLC 1.09% New 1,716 $1.5M
Rollins Financial Advisors, LLC 0.25% Add +1.2% 1,713 $1.5M
Seeds Investor LLC 0.57% Add +90.2% 1,712 $1.5M
Future Fund LLC 4.38% Reduce -30.4% 1,850 $1.5M
Resources Management Corp. /CT/ 0.20% Add +16.6% 1,710 $1.5M
WR Wealth Planners, LLC 0.42% Reduce -0.1% 1,707 $1.5M
Virtue Capital Management, LLC 0.30% Reduce -7.0% 1,704 $1.5M
TrinityPoint Wealth, LLC 0.22% Reduce -6.6% 1,700 $1.5M
CM Wealth Advisors LLC 0.49% New 1,700 $1.5M
Stonebridge Financial Planning Group, LLC 0.71% Reduce -0.4% 1,693 $1.5M
Collective Family Office LLC 0.41% Reduce -7.8% 1,692 $1.5M
Rice Hall James & Associates, LLC 0.08% Reduce -8.2% 1,690 $1.5M
Jmac Enterprises LLC 0.24% Add +2.9% 1,686 $1.5M
Brown Wealth Management, LLC 0.54% Add +4.2% 1,684 $1.5M
Zimmermann Investment Management & Planning LLC 0.46% Add +7.6% 1,684 $1.5M
Advisory Resource Group 0.32% Reduce -2.8% 1,684 $1.5M
Visionary Wealth Advisors 0.09% Reduce -20.3% 1,682 $1.5M
Petra Financial Advisors Inc. 0.98% Reduce -3.7% 1,678 $1.5M
Auxano Advisors, LLC 0.38% Add +0.1% 1,672 $1.5M
Global Trust Asset Management, LLC 0.55% Add +66.5% 1,668 $1.5M
Acropolis Investment Management, LLC 0.09% Add +2.9% 1,666 $1.5M
Armor Investment Advisors, LLC 0.61% No change 1,666 $1.5M
Proquility Private Wealth Partners, LLC 0.47% New 1,665 $1.5M
Morris Financial Concepts, Inc. 0.63% Reduce -23.6% 1,664 $1.5M
Stockman Wealth Management, Inc. 0.23% Reduce -29.8% 1,663 $1.5M
Bank of Marin 1.19% Reduce -1.7% 1,661 $1.5M
Klingman & Associates, LLC 0.09% Add +5.1% 1,659 $1.5M
Waypoint Capital Advisors, LLC 0.31% Add +2.7% 1,656 $1.5M
Lakeridge Wealth Management LLC 0.81% Add +0.1% 1,655 $1.5M
Financial Engines Advisors L.L.C. 0.00% Add +10.2% 1,649 $1.5M
FC Advisory LLC 0.49% No change 1,647 $1.5M
Plante Moran Financial Advisors, LLC 0.12% Add +0.1% 1,646 $1.5M
Trail Ridge Investment Advisors, LLC 0.69% Add +0.4% 1,613 $1.5M
Watts Gwilliam & Co., LLC 0.32% — 1,592 $1.5M
AXS Investments LLC 0.39% Reduce -7.5% 1,639 $1.5M
Winthrop Advisory Group LLC 0.18% Reduce -4.1% 1,638 $1.5M
Sage Private Wealth Group, LLC 1.14% Reduce -2.0% 1,638 $1.5M
Silver Lake Advisory, LLC 0.32% Reduce -1.0% 1,637 $1.4M
Landscape Capital Management, L.L.C. 0.15% New 1,635 $1.4M
Strategic Advisors LLC 0.27% Add +1.7% 1,633 $1.4M
Smith Salley Wealth Management 0.09% Add +4.6% 1,631 $1.4M
Worth Asset Management, LLC 0.79% Reduce -6.4% 1,630 $1.4M
Ceeto Capital Group, LLC 0.54% Reduce -38.0% 1,630 $1.4M
American Investment Services, Inc. 0.24% Reduce -8.9% 1,628 $1.4M
Mosaic Family Wealth Partners, LLC 0.21% Reduce -3.5% 1,622 $1.4M
Forte Capital LLC 0.16% Reduce -5.3% 1,622 $1.4M
Aigen Investment Management, LP 0.28% New 1,618 $1.4M
Aveo Capital Partners, LLC 0.15% Reduce -3.0% 1,617 $1.4M
Westbourne Investment Advisors, Inc. 0.50% No change 1,618 $1.4M
Telos Capital Management, Inc. 0.15% No change 1,616 $1.4M
Seascape Capital Management 0.51% Add +0.2% 1,614 $1.4M
Atticus Wealth Management, LLC 0.46% Add +1.0% 1,614 $1.4M
Orrstown Financial Services Inc. 0.42% Add +90.1% 1,614 $1.4M
Apella Capital, LLC 0.06% Add +1.0% 1,604 $1.4M
Manhattan West Asset Management, LLC 0.37% Add +3.6% 1,613 $1.4M
AlphaCore Capital LLC 0.32% Reduce -1.9% 1,613 $1.4M
Wiser Advisor Group LLC 2.13% Add +8.6% 1,609 $1.4M
Forbes J M & Co. LLP 0.14% Add +3.5% 1,609 $1.4M
Altman Advisors, Inc. 0.63% New 1,608 $1.4M
Lantz Financial LLC 0.38% Add +29.8% 1,604 $1.4M
Prescott Group Capital Management, L.L.C. 0.21% No change 1,600 $1.4M
Capital Management Associates 1.58% No change 1,600 $1.4M
Longview Financial Advisors, Inc. 1.04% Reduce -2.4% 1,598 $1.4M
CarsonAllaria Wealth Management, Ltd. 0.81% Add +0.1% 1,597 $1.4M
BBR Partners, LLC 0.11% Reduce -3.8% 1,596 $1.4M
Empirical Asset Management, LLC 0.50% Add +0.3% 50,150 $1.4M
Camden National Bank 0.20% Reduce -3.5% 1,587 $1.4M
BHK Investment Advisors, LLC 0.52% Add +1.8% 1,586 $1.4M
HBW Advisory Services LLC 0.20% Add +72.6% 1,583 $1.4M
Verus Capital Partners, LLC 0.14% Add +4.8% 1,576 $1.4M
Client 1ST Advisory Group, LLC 0.55% New 1,576 $1.4M
Orion Capital Management LLC 0.68% Add +4.0% 1,570 $1.4M
Prospect Financial Services LLC 0.86% Add +22.3% 1,566 $1.4M
LifePro Asset Management 0.85% Add +1.0% 1,565 $1.4M
Founders Financial Securities LLC 0.13% Reduce -36.7% 1,564 $1.4M
Anfield Capital Management, LLC 0.53% Add +10320.0% 1,563 $1.4M
Cornell Pochily Investment Advisors, Inc. 0.48% Add +1.0% 1,558 $1.4M
Foster Group, Inc. 0.05% Reduce -33.9% 1,556 $1.4M
Private Capital Management LLC 0.25% Add +14.2% 1,549 $1.4M
Black Diamond Financial, LLC 0.23% Add +1.8% 1,549 $1.4M
Full Sail Capital, LLC 0.09% Reduce -43.8% 1,548 $1.4M
Wealth Group, Ltd. 0.92% Add +7.0% 1,548 $1.4M
Valley Brook Capital Group, Inc. 0.98% Add +5.7% 1,547 $1.4M
Brady Family Wealth, LLC 0.41% No change 1,547 $1.4M
Dudley Capital Management, LLC 0.72% Add +29.4% 1,544 $1.4M
Brown Shipley& Co Ltd 0.67% Add +10.1% 1,544 $1.4M
Patriot Investment Management Group, Inc. 0.10% Reduce -0.5% 1,543 $1.4M
Smith Chas P & Associates Pa Cpas 0.08% Add +0.5% 1,542 $1.4M
Thompson Davis & Co., Inc. 1.01% Reduce -8.9% 1,537 $1.4M
Pekin Hardy Strauss, Inc. 0.17% Add +13.3% 1,536 $1.4M
Dover Advisors, LLC 0.77% Reduce -0.8% 1,534 $1.4M
Kowal Investment Group, LLC 0.25% Add +19.0% 1,531 $1.4M
Cherry Tree Wealth Management, LLC 0.32% No change 1,531 $1.4M
Alpha Family Trust 0.76% No change 1,530 $1.4M
Future Financial Wealth Managment LLC 0.97% No change 1,528 $1.4M
Nvest Financial, LLC 0.77% No change 1,528 $1.4M
Pegasus Partners Ltd. 0.13% Add +8.1% 1,516 $1.3M
Darden Wealth Group Inc 0.97% Add +3.8% 1,515 $1.3M
CORDA Investment Management, LLC. 0.10% Add +2.6% 1,515 $1.3M
Raab & Moskowitz Asset Management LLC 0.34% Add +4.3% 1,514 $1.3M
Texas Capital Bancshares Inc 0.54% Reduce -0.2% 1,514 $1.3M
IVC Wealth Advisors LLC 0.73% Reduce -17.1% 1,512 $1.3M
Intrua Financial, LLC 0.22% Add +0.3% 1,512 $1.3M
Invenio Wealth Partners LLC 0.58% Add +24.5% 1,511 $1.3M
Burns Matteson Capital Management, LLC 0.75% Add +4.0% 1,510 $1.3M
Thrive Wealth Management, LLC 0.24% Reduce -1.4% 1,506 $1.3M
Columbia Bank 0.49% Add +96.5% 1,505 $1.3M
Evanson Asset Management, LLC 0.09% Add +6.6% 1,505 $1.3M
Apollon Financial, LLC 0.39% Add +24.2% 1,503 $1.3M
Sky Investment Group LLC 0.25% No change 1,503 $1.3M
First Affirmative Financial Network 0.73% Add +17.8% 1,501 $1.3M
Shum Financial Group, Inc. 1.11% — 1,649 $1.3M
Jupiter Wealth Management LLC 0.68% No change 1,500 $1.3M
HighVista Strategies LLC 0.46% No change 1,500 $1.3M
Bright Futures Wealth Management, LLC. 0.64% Add +38.1% 1,569 $1.3M
ERn Financial, LLC 0.20% Add +2.2% 1,499 $1.3M
Financial Avengers, Inc. 0.65% Reduce -11.2% 1,497 $1.3M
Sterling Wealth Management, Inc. 0.49% Add +15.5% 1,494 $1.3M
Scharf Investments, LLC 0.04% New 1,494 $1.3M
Capital Planning Advisors, LLC 0.20% Add +28.3% 1,492 $1.3M
Bell Bank 0.16% Add +1.6% 1,492 $1.3M
Greenspring Advisors, LLC 0.29% No change 1,490 $1.3M
SignalPoint Asset Management, LLC 0.31% Add +0.3% 1,500 $1.3M
Pine Harbor Wealth Management, LLC 0.65% No change 1,477 $1.3M
Zullo Investment Group, Inc. 0.54% Add +0.9% 1,476 $1.3M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.50% Reduce -24.1% 1,472 $1.3M
Mayfair Advisory Group, LLC 0.82% Add +0.4% 1,469 $1.3M
Hussman Strategic Advisors, Inc. 0.32% Reduce -30.0% 1,470 $1.3M
Amplius Wealth Advisors, LLC 0.14% Reduce -0.5% 1,465 $1.3M
Maiden Cove Capital, LLC 2.02% New 1,463 $1.3M
Hazlett, Burt & Watson, Inc. 0.59% Add +8.1% 1,458 $1.3M
Norman Fields, Gottscho Capital Management, LLC 0.43% No change 1,460 $1.3M
Trivium Point Advisory, LLC 0.18% Add +244.4% 1,591 $1.3M
Occidental Asset Management, LLC 0.21% Reduce -2.0% 1,457 $1.3M
Abundance Wealth Counselors 0.27% New 1,456 $1.3M
Solstein Capital, LLC 0.68% Reduce -6.0% 1,456 $1.3M
O'ROURKE & COMPANY, Inc 0.64% Add +30.6% 1,452 $1.3M
Financial Management Network Inc. 0.27% Reduce -6.2% 1,449 $1.3M
Segment Wealth Management, LLC 0.09% No change 1,449 $1.3M
MSH Capital Advisors LLC 0.39% Reduce -3.5% 1,445 $1.3M
Pacific Sun Financial Corp 0.70% No change 1,440 $1.3M
MBL Wealth, LLC 0.14% Add +3.2% 1,434 $1.3M
Sterling Investment Counsel, LLC 0.45% Add +24.7% 1,434 $1.3M
First Western Trust Bank 0.06% Add +0.5% 1,434 $1.3M
Dividend Assets Capital, LLC 0.24% Reduce -17.8% 1,433 $1.3M
Capital Advisors, Ltd. LLC 0.16% Add +2.0% 1,432 $1.3M
Five Oceans Advisors 0.61% Reduce -0.5% 1,431 $1.3M
Revolve Wealth Partners, LLC 0.19% Add +2.1% 1,431 $1.3M
Chelsea Counsel Co. 0.62% Add +232.6% 1,430 $1.3M
Avity Investment Management Inc. 0.10% Add +21.2% 1,430 $1.3M
David J Yvars Group 0.78% Add +0.7% 1,428 $1.3M
HCR Wealth Advisors 0.17% Reduce -2.1% 1,425 $1.3M
Capital Insight Partners, LLC 0.22% Reduce -5.9% 1,424 $1.3M
Whalen Wealth Management Inc. 0.89% Reduce -3.7% 1,422 $1.3M
Paragon Capital Management Ltd 0.25% Add +0.1% 1,421 $1.3M
Liberty Wealth Management LLC 0.21% Add +33.5% 1,419 $1.3M
Hartford Funds Management Co LLC 0.12% Add +4.0% 1,418 $1.3M
Canvas Wealth Advisors, LLC 0.35% Add +67.2% 1,416 $1.3M
Oliver Lagore Vanvalin Investment Group 0.33% Add +13.3% 1,413 $1.3M
Athena Investment Management 0.71% Reduce -0.6% 1,413 $1.3M
Adapt Wealth Advisors, LLC 0.67% No change 1,412 $1.3M
Mark Sheptoff Financial Planning, LLC 0.66% Reduce -2.8% 1,409 $1.2M
FSM Wealth Advisors, LLC 0.33% Add +12.9% 1,406 $1.2M
Fusion Capital, LLC 0.53% Add +0.1% 1,405 $1.2M
Tradition Wealth Management, LLC 0.11% Add +14.0% 1,403 $1.2M
Sculati Wealth Management, LLC 0.50% Add +71.8% 1,402 $1.2M
Unique Wealth, LLC 0.28% Add +303.8% 1,401 $1.2M
Hanseatic Management Services Inc. 1.76% Add +6.0% 1,400 $1.2M
Axecap Investments, LLC 0.94% — 1,400 $1.2M
EHP Funds Inc. 0.87% New 1,400 $1.2M
Pacific Sage Partners, LLC 0.29% No change 1,397 $1.2M
Renasant Bank 0.81% Reduce -20.9% 1,396 $1.2M
Advus Financial Partners, LLC 0.35% Reduce -0.9% 1,395 $1.2M
Voya Financial Advisors, Inc. 0.13% Reduce -20.8% 1,408 $1.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.10% Add +14.4% 1,393 $1.2M
Salvus Wealth Management, LLC 0.76% Add +3.4% 1,389 $1.2M
Fort Pitt Capital Group, LLC 0.03% Add +6.1% 1,387 $1.2M
Reliant Investment Management, LLC 0.58% Add +4.4% 1,387 $1.2M
Tributary Capital Management, LLC 0.10% Reduce -4.5% 1,387 $1.2M
Wimmer Associates 1, LLC 0.60% Reduce -0.5% 1,385 $1.2M
Perennial Investment Advisors, LLC 0.16% Add +3.6% 1,385 $1.2M
Cahaba Wealth Management, Inc. 0.10% Add +0.5% 1,383 $1.2M
Drake & Associates, LLC 0.39% Add +10.7% 1,379 $1.2M
Verity Asset Management, Inc. 0.46% Reduce -9.7% 1,378 $1.2M
Excalibur Management Corp. 0.47% Add +0.4% 1,378 $1.2M
Mowery & Schoenfeld Wealth Management, LLC 1.92% No change 1,373 $1.2M
Hudson Value Partners, LLC 0.47% Reduce -1.1% 1,372 $1.2M
Elevated Capital Advisors, LLC 0.32% Add +20.8% 1,364 $1.2M
Hoxton Planning & Management, LLC 0.47% Add +17.0% 1,358 $1.2M
Legacy Trust 0.28% Add +11.3% 1,357 $1.2M
Arbor Trust Wealth Advisors, LLC 0.63% No change 1,327 $1.2M
Provident Wealth Management, LLC 0.41% Add +1.6% 1,355 $1.2M
Riverstone Advisors, LLC 0.70% No change 1,350 $1.2M
Trilogy Capital Inc. 0.06% Add +3.9% 1,347 $1.2M
Balefire, LLC 0.40% Add +9.6% 1,342 $1.2M
Newman Dignan & Sheerar, Inc. 0.28% Reduce -2.4% 1,327 $1.2M
Sigma Investment Counselors Inc. 0.07% Add +9.5% 1,341 $1.2M
Ascentis Wealth Management, LLC 0.44% — 1,339 $1.2M
StrongBox Wealth, LLC 0.51% Add +147.1% 1,339 $1.2M
Wealthstream Advisors, Inc. 0.21% Add +4.2% 1,332 $1.2M
Continuum Advisory, LLC 0.15% Add +31.3% 1,501 $1.2M
Hardin Capital Partners, LLC 0.67% Add +0.2% 1,289 $1.2M
Balentine LLC 0.05% Add +6.8% 1,329 $1.2M
Arrowroot Family Office, LLC 0.69% Add +0.1% 1,329 $1.2M
Summit Asset Management, LLC 0.13% No change 1,328 $1.2M
Gilliland Jeter Wealth Management LLC 0.38% No change 1,325 $1.2M
Pinnacle Wealth Management, LLC 1.40% New 1,322 $1.2M
Pps&v Asset Management Consultants, Inc. 0.80% Reduce -0.2% 1,318 $1.2M
Peloton Wealth Strategists 0.47% Reduce -3.6% 1,317 $1.2M
Wealth Management Partners, LLC 0.54% Reduce -9.9% 1,313 $1.2M
Fortitude Advisory Group L.L.C. 0.73% Add +20.4% 1,309 $1.2M
Berkeley Capital Partners, LLC 0.33% Add +8.2% 1,308 $1.2M
Lathrop Investment Management Co. 0.21% No change 1,304 $1.2M
CKW Financial Group 0.14% No change 1,302 $1.2M
Seven Mile Advisory 0.76% Add +14.3% 1,299 $1.2M
Latitude Advisors, LLC 0.65% Add +2.6% 1,297 $1.1M
Phillips Financial Management, LLC 0.09% Reduce -5.0% 1,296 $1.1M
Eagle Ridge Investment Management 0.10% Add +0.1% 1,294 $1.1M
Wealthgarden F.S. LLC 1.11% Add +13.2% 1,292 $1.1M
IPG Investment Advisors LLC 0.25% Add +244.0% 1,290 $1.1M
Elyxium Wealth, LLC 0.63% — 1,285 $1.1M
Pittenger & Anderson Inc. 0.04% Add +13.8% 1,285 $1.1M
Altrius Capital Management Inc 0.29% Add +1.0% 1,285 $1.1M
Jacobsen Capital Management 0.48% Add +1.9% 1,282 $1.1M
Constitution Capital LLC 0.61% Reduce -1.9% 1,280 $1.1M
Traphagen Investment Advisors LLC 0.11% Add +1.1% 1,279 $1.1M
Signature Estate & Investment Advisors LLC 0.03% Add +5.0% 1,278 $1.1M
Hummer Financial Advisory Services Inc 0.89% Add +0.9% 1,271 $1.1M
Jackson Hole Capital Partners, LLC 0.23% Reduce -2.7% 1,271 $1.1M
Roof Eidam Maycock Peralta, LLC 0.29% Add +18.7% 1,270 $1.1M
Old Port Advisors 0.31% No change 1,266 $1.1M
Fermata Advisors, LLC 0.23% Add +2.4% 1,264 $1.1M
Teamwork Financial Advisors, LLC 0.16% Reduce -89.2% 1,264 $1.1M
Alliance Wealth Advisors, LLC 0.29% Add +0.6% 1,262 $1.1M
Soltis Investment Advisors LLC 0.11% Add +10.7% 1,256 $1.1M
Nicolet Bankshares Inc. 0.22% Reduce -13.0% 1,254 $1.1M
Granite FO LLC 0.63% No change 1,250 $1.1M
Miller Investment Management, LP 0.12% No change 1,250 $1.1M
Successful Portfolios LLC 0.75% No change 1,247 $1.1M
Financial Council, LLC 0.58% No change 1,247 $1.1M
First National Bank Sioux Falls 0.50% No change 1,247 $1.1M
Hilltop Partners LLC 0.37% Add +5.3% 1,246 $1.1M
Pacific Capital Partners Ltd 0.65% No change 1,246 $1.1M
Court Place Advisors, LLC 0.32% Add +0.8% 1,244 $1.1M
Atlantic Edge Private Wealth Management, LLC 0.34% Reduce -1.1% 1,244 $1.1M
Peak Planning Group, LLC 0.48% Reduce -0.9% 1,243 $1.1M
Trivant Custom Portfolio Group, LLC 0.63% Add +19.1% 1,242 $1.1M
Milestone Asset Management, LLC 0.25% Add +5.2% 1,238 $1.1M
Granite Harbor Advisors, Inc. 0.65% Add +115.3% 1,236 $1.1M
Paragon Private Wealth Management, LLC 0.54% Add +77.0% 1,234 $1.1M
Aljian Capital Management, LLC 0.25% New 1,229 $1.1M
Gateway Advisory, LLC 0.18% Reduce -2.7% 1,228 $1.1M
Inscription Capital, LLC 0.16% Add +1.0% 1,222 $1.1M
Plum Street Advisors, LLC 0.55% Add +113.6% 1,222 $1.1M
Bayesian Capital Management, LP 0.13% New 1,220 $1.1M
Pointe Capital Management LLC 0.63% Reduce -1.3% 1,217 $1.1M
Edgemoor Investment Advisors, Inc. 0.09% Add +0.4% 1,214 $1.1M
Mindset Wealth Management, LLC 0.44% — 1,212 $1.1M
Redwood Investment Management, LLC 0.09% Reduce -75.6% 1,205 $1.1M
Corundum Trust Company, INC 2.94% Reduce -9.9% 1,205 $1.1M
Nabity-Jensen Investment Management Inc 0.82% Add +10.3% 1,205 $1.1M
Lavaca Capital LLC 0.51% Add +0.1% 1,200 $1.1M
Hall Laurie J Trustee 0.34% New 1,200 $1.1M
CWS Financial Advisors, LLC 0.38% Add +7.3% 1,200 $1.1M
Eads & Heald Wealth Management 0.50% Reduce -7.6% 1,198 $1.1M
Triumph Capital Management 0.38% Add +79.8% 1,196 $1.1M
Pineridge Advisors LLC 0.40% No change 1,194 $1.1M
Left Brain Wealth Management, LLC 0.49% Add +24.0% 1,193 $1.1M
Godsey & Gibb, Inc. 0.10% No change 1,192 $1.1M
Compton Wealth Advisory Group, LLC 0.27% Add +57.1% 1,191 $1.1M
Driehaus Capital Management LLC 0.01% Reduce -27.2% 1,190 $1.1M
Convergence Investment Partners, LLC 0.28% Reduce -46.6% 1,189 $1.1M
Revisor Wealth Management LLC 0.66% Add +3.1% 1,185 $1.0M
Aspen Investment Management Inc 0.49% Add +6.6% 1,184 $1.0M
1776 Wealth LLC 0.47% Reduce -5.5% 1,183 $1.0M
Lewis Asset Management, LLC 0.76% No change 1,181 $1.0M
New Republic Capital, LLC 0.60% Add +1.4% 1,180 $1.0M
MRA Advisory Group 0.57% Reduce -10.4% 1,179 $1.0M
Physician Wealth Advisors, Inc. 0.19% Reduce -23.3% 1,141 $1.0M
Parcion Private Wealth LLC 0.09% Reduce -56.8% 1,175 $1.0M
DRW Securities, LLC 0.06% Reduce -38.6% 1,173 $1.0M
Fort Point Capital Partners LLC 0.13% Add +18.5% 1,172 $1.0M
GoalVest Advisory LLC 0.30% Reduce -0.8% 1,171 $1.0M
Monterey Private Wealth, Inc. 0.35% Reduce -5.1% 1,170 $1.0M
Register Financial Advisors LLC 0.53% Add +1.0% 1,170 $1.0M
Cambridge Financial Group, LLC 0.43% Add +10.4% 1,169 $1.0M
Realta Investment Advisors 0.48% Reduce -74.1% 1,114 $1.0M
Robinson Smith Wealth Advisors LLC 0.88% Reduce -0.8% 1,166 $1.0M
LRT Capital Management, LLC 0.96% Add +78.1% 1,163 $1.0M
Asio Capital, LLC 0.20% Add +0.6% 1,163 $1.0M
Monarch Capital Management Inc. 0.28% No change 1,162 $1.0M
Prentice Wealth Management LLC 0.31% Reduce -15.1% 1,162 $1.0M
Hillsdale Investment Management Inc. 0.08% Add +19.3% 1,162 $1.0M
ORG Partners LLC 0.17% Reduce -47.7% 1,159 $1.0M
Christensen, King & Associates Investment Services, Inc. 0.48% Reduce -5.2% 1,152 $1.0M
Kraematon Investment Advisors, Inc. 1.00% Add +15.6% 1,150 $1.0M
ADAR1 Capital Management, LLC 0.17% New 1,150 $1.0M
Heritage Investors Management Corp. 0.03% Add +13.5% 1,149 $1.0M
Quantum Financial Advisors, LLC 0.16% Reduce -1.1% 1,148 $1.0M
MGB Wealth Management, LLC 0.37% Add +11.2% 1,142 $1.0M
Bouchey Financial Group, Ltd. 0.09% Reduce -0.2% 1,141 $1.0M
CNB Bank 0.47% Reduce -2.5% 1,140 $1.0M
Stamos Capital Partners, L.P. 0.24% Add +93.2% 1,140 $1.0M
Stevard, LLC 4.11% Reduce -43.0% 1,139 $1.0M
Stonehage Fleming Financial Services Holdings Ltd 0.03% Add +550.3% 1,138 $1.0M
JB Capital LLC 0.06% Add +13.3% 1,137 $1.0M
Clearwater Capital Advisors, LLC 0.10% Add +8.7% 1,136 $1.0M
Raleigh Capital Management Inc. 0.39% Add +7.9% 1,136 $1.0M
Security Financial Services, INC. 0.20% Add +2.2% 1,132 $1.0M
Baker Tilly Wealth Management, LLC 0.44% Reduce -19.6% 1,131 $1.0M
Wallace Capital Management Inc. 0.14% Add +9.7% 1,130 $1.0M
FLC Capital Advisors 0.23% Reduce -0.9% 1,129 $1.0M
Silverlake Wealth Management LLC 0.38% Reduce -5.8% 1,129 $1000K
Ellis Investment Partners, LLC 0.19% Reduce -9.3% 1,127 $998K
Albion Financial Group 0.07% No change 1,126 $998K
Tyler-Stone Wealth Management 0.19% Add +258.3% 1,125 $997K
Veltria Advisors Corp. 0.39% Reduce -1.8% 1,125 $997K
Family Firm, Inc. 0.22% Add +12.1% 1,124 $996K
Ritter Daniher Financial Advisory LLC / DE 0.29% No change 1,124 $996K
Beacon Financial Group 0.11% Add +13.9% 1,123 $995K
Seneca House Advisors 0.42% Add +0.1% 1,121 $994K
Delta Wealth Advisors LLC 0.95% No change 1,120 $992K
Heritage Wealth Advisors 0.05% Add +25.3% 1,119 $991K
Fingerlakes Wealth Management, Inc. 0.82% Reduce -3.2% 1,119 $991K
Dock Street Asset Management Inc. 0.13% Reduce -5.1% 1,118 $990K
Key Client Fiduciary Advisors, LLC 0.45% Add +3.4% 1,117 $989K
Wealth Architects, LLC 0.11% Reduce -3.2% 1,116 $989K
Flaharty Asset Management, LLC 0.14% Reduce -0.7% 1,116 $989K
Salomon & Ludwin, LLC 0.10% Reduce -3.0% 1,114 $987K
McDonald Partners LLC 0.25% Reduce -4.3% 1,110 $983K
Concorde Asset Management, LLC 0.55% Reduce -0.4% 1,106 $980K
Warren Street Wealth Advisors, LLC 0.41% Add +6.7% 1,105 $979K
Cercano Management LLC 0.02% New 1,105 $979K
TrueWealth Advisors, LLC 0.33% Add +0.1% 1,102 $976K
Virtus Advisers, LLC 0.46% New 1,100 $975K
Swisher Financial Concepts, Inc. 0.61% Add +4.0% 1,102 $974K
Talisman Wealth Advisors LLC 1.03% Reduce -2.0% 1,109 $974K
Counterpoint Mutual Funds LLC 0.18% New 1,099 $974K
New Perspectives, Inc 0.52% New 1,097 $972K
Stillwater Capital Advisors, LLC 0.13% New 1,094 $969K
Aldebaran Financial Inc. 1.14% Add +51.2% 1,093 $968K
Oxbow Advisors, LLC 0.10% Add +4.4% 1,092 $967K
Pitti Group Wealth Management, LLC 1.05% No change 1,659 $967K
ProVise Management Group, LLC 0.08% Add +4.1% 1,090 $966K
Ewa, LLC 0.34% Add +16.1% 1,227 $965K
Mosley Wealth Management 0.66% Add +17.1% 1,063 $963K
Canopy Partners, LLC 0.41% Reduce -1.2% 1,087 $963K
Knights of Columbus Asset Advisors LLC 0.06% Add +13.8% 1,087 $963K
Adero Partners, LLC 0.06% Add +4.2% 1,080 $957K
Morton Community Bank 0.25% No change 1,080 $957K
LexAurum Advisors, LLC 0.21% Reduce -1.8% 1,078 $955K
United Community Bank 0.37% Reduce -20.3% 1,077 $954K
Angeles Investment Advisors, LLC 0.05% Reduce -0.7% 1,077 $954K
Private Client Services, LLC 0.51% Add +9.7% 1,076 $953K
DMC Group, LLC 0.77% Reduce -11.8% 1,074 $952K
Navis Wealth Advisors, LLC 1.03% No change 1,073 $950K
Consolidated Portfolio Review Corp 0.21% Reduce -80.9% 1,071 $949K
Leisure Capital Management 0.41% Add +0.1% 1,071 $949K
Northwest Wealth Management, LLC 0.22% Reduce -1.6% 1,071 $949K
McRae Capital Management Inc. 0.19% Reduce -4.5% 1,071 $949K
Eagle Strategies LLC 0.17% Reduce -0.5% 1,070 $948K
Riverwater Partners LLC 0.47% Reduce -2.5% 1,062 $946K
Pettee Investors, Inc. 0.46% No change 1,066 $944K
Allred Capital Management, LLC 0.37% Reduce -8.6% 1,066 $944K
Sherbrooke Park Advisers LLC 0.22% New 1,065 $944K
Northstar Group, Inc. 0.17% Reduce -1.8% 1,065 $944K
Resolute Wealth Strategies, LLC 0.49% Add +0.6% 1,064 $943K
Lwmg, LLC 0.18% Add +1.4% 1,063 $942K
Corundum Group, Inc. 0.43% Reduce -73.0% 1,062 $941K
TriaGen Wealth Management LLC 0.32% Add +39.0% 1,062 $941K
Interchange Capital Partners, LLC 0.33% Add +2.2% 1,061 $940K
GW&K Investment Management, LLC 0.01% Add +7.2% 1,061 $940K
Charter Oak Capital Management, LLC 0.09% Add +2.3% 1,061 $940K
W.H. Cornerstone Investments Inc. 0.63% Reduce -19.4% 1,059 $938K
Astoria Portfolio Advisors LLC. 0.32% Reduce -4.3% 1,006 $938K
Paulson Wealth Management Inc. 0.25% Add +0.7% 1,056 $936K
Bordeaux Wealth Advisors LLC 0.17% Add +55.7% 1,054 $934K
AlphaQuest LLC 0.08% Add +29.2% 1,053 $933K
Tilia Fiduciary Partners, Inc. 0.65% Add +1.4% 1,052 $932K
Washington Trust Advisors, Inc. 0.08% Add +1.7% 1,051 $931K
GEM Asset Management, LLC 0.53% No change 1,033 $928K
GW Henssler & Associates Ltd. 0.05% Add +1.6% 1,047 $928K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.14% No change 1,045 $926K
Cacti Asset Management LLC 0.07% No change 1,000 $924K
Semanteon Capital Management, LP 0.63% New 1,042 $923K
Renaissance Investment Group LLC 0.19% No change 1,040 $921K
Gemmer Asset Management LLC 0.09% Reduce -0.7% 1,040 $921K
Abel Hall, LLC 0.60% Add +3.6% 1,040 $921K
Carson Advisory Inc. 0.58% Add +13.9% 1,039 $921K
ABLE Financial Group, LLC 0.28% Add +8.5% 1,039 $920K
Financial Management Professionals, Inc. 0.11% Reduce -2.3% 1,039 $920K
Knuff & Co LLC 0.28% Add +12.8% 1,038 $920K
Kaizen Financial Strategies 0.54% Add +154.2% 1,037 $919K
Missouri Trust & Investment Co 0.32% No change 1,032 $914K
Total Clarity Wealth Management, Inc. 0.29% Add +0.2% 1,032 $914K
PCA Investment Advisory Services Inc. 0.43% Reduce -0.5% 1,031 $914K
O'Dell Group, LLC 0.20% Add +8.3% 1,030 $912K
BWM Planning, LLC 0.40% — 1,029 $912K
SMI Advisory Services, LLC 0.20% Add +1.5% 1,027 $911K
BlackDiamond Wealth Management, LLC 0.55% Add +11.6% 1,111 $910K
Richard W. Paul & Associates, LLC 0.33% Reduce -2.8% 1,027 $910K
Leverty Financial Group, LLC 0.50% New 1,026 $909K
Long Island Wealth Management, Inc. 0.60% No change 1,025 $908K
Harvey Capital Management Inc. 0.23% No change 1,025 $908K
Sage Capital Management, LLC 0.44% No change 1,023 $907K
Financial Partners Group, Inc 0.13% Add +4.9% 1,023 $907K
Susquehanna International Group Ltd. 0.19% New 1,021 $905K
Donald L. Hagan, LLC 0.46% No change 1,020 $904K
Cassia Capital Partners, LLC 0.59% Reduce -8.2% 1,014 $898K
Accel Wealth Management 0.33% Reduce -0.3% 1,013 $898K
Diametric Capital, LP 0.44% Reduce -39.2% 1,013 $897K
Wealth Advisors of Iowa, LLC 0.46% Add +6.1% 1,012 $897K
Alexander Labrunerie & Co., Inc. 0.42% Reduce -5.3% 1,011 $896K
Ariadne Wealth Management, LP 0.49% New 1,121 $894K
Sittner & Nelson, LLC 0.40% No change 1,006 $891K
CFO4Life Group, LLC 0.16% Add +2.1% 1,006 $891K
Sunpointe, LLC 0.73% Add +34.8% 1,004 $889K
Lodestar Private Asset Management LLC 0.11% Add +17.6% 1,003 $888K
Promethium Advisors,llc 0.63% — 1,000 $886K
CoreFirst Bank & Trust 0.51% No change 1,000 $886K
Keb Asset Management, LLC 0.27% Add +17.6% 1,000 $886K
Alta Capital Management LLC/ 0.05% No change 1,000 $886K
Advisor Resource Council 0.40% New 998 $884K
Ethos Financial Group, LLC 0.15% Reduce -26.5% 998 $884K
RPS Advisory Solutions LLC 0.63% Reduce -3.6% 998 $884K
Lazard Freres Gestion S.A.S. 0.02% Reduce -64.1% 996 $882K
Blueshift Asset Management, LLC 0.22% New 994 $881K
American Trust Investment Advisors, LLC 0.36% No change 993 $880K
First Financial Bankshares Inc 0.02% Add +0.8% 991 $878K
Exchange Bank 0.72% Reduce -11.8% 989 $876K
BIP Wealth, LLC 0.06% Add +31.6% 988 $875K
Zuckerman Investment Group, LLC 0.09% Reduce -1.4% 987 $875K
First United Bank & Trust 0.31% Reduce -3.5% 985 $873K
M. Kraus & Co 0.26% No change 985 $873K
Magellan Asset Management Ltd 0.01% Reduce -0.4% 980 $868K
Versant Capital Management, Inc 0.20% Add +9.4% 979 $867K
Cora Capital Advisors LLC 0.43% Add +3.8% 977 $866K
Centurion Wealth Management LLC 0.28% — 975 $864K
Heritage Wealth Management, Inc. 0.78% Reduce -0.3% 975 $864K
Heritage Wealth Partners, LLC 1.01% Reduce -27.2% 973 $862K
Almanack Investment Partners, LLC. 0.14% Add +0.6% 972 $861K
Foster & Motley Inc. 0.05% Reduce -13.4% 972 $861K
Symphony Financial Services, Inc. 0.73% Add +19.7% 1,068 $859K
Merriman Wealth Management, LLC 0.03% Add +2.1% 970 $859K
Tarbox Family Office, Inc. 0.14% Reduce -0.3% 968 $858K
Addison Advisors LLC 0.24% Add +3.2% 966 $856K
Bluesphere Advisors LLC 0.42% Add +1.7% 966 $856K
SS&H Financial Advisors, Inc. 0.31% Add +14.6% 959 $850K
Edmonds Duncan Registered Investment Advisors, LLC 0.19% Add +12.8% 958 $849K
Widmann Financial Services, Inc. 0.64% Reduce -0.8% 956 $847K
Griffin Asset Management, Inc. 0.09% No change 954 $845K
Plotkin Financial Advisors, LLC 0.51% No change 954 $845K
Grey Fox Wealth Advisors, LLC 0.24% No change 952 $844K
Tranquility Partners, LLC 0.31% Add +0.6% 952 $843K
von Borstel & Associates, Inc. 0.48% — 949 $840K
Insight Advisors, LLC/ PA 0.15% Add +1.8% 945 $838K
NORTHSTAR ASSET MANAGEMENT Co 0.19% No change 945 $837K
Wedgewood Investors Inc. 0.91% Add +4.8% 942 $835K
Mount Vernon Associates Inc. 0.66% Add +74.1% 940 $833K
Petix & Botte Co 0.22% No change 936 $829K
Walkner Condon Financial Advisors LLC 0.17% Add +17.3% 935 $828K
Acorn Creek Capital LLC 0.44% Add +0.7% 933 $827K
Luts & Greenleigh Group, Inc. 0.79% Add +4.0% 933 $827K
Hamilton Capital, LLC 0.06% Reduce -1.5% 992 $823K
Tevis Investment Management 0.61% Add +3.2% 925 $820K
Sterling Investment Advisors, Ltd. 0.21% Add +39.3% 925 $819K
Mason & Associates Inc 0.20% Add +14.0% 922 $817K
Engineers Gate Manager LP 0.02% New 922 $817K
Regatta Capital Group, LLC 0.16% Add +4.4% 921 $816K
Mizuho Securities Co. Ltd. 2.01% Reduce -35.7% 920 $815K
Net Worth Advisory Group 0.24% — 919 $814K
Financial Enhancement Group LLC 0.16% Reduce -19.4% 1,862 $813K
Up Strategic Wealth Investment Advisors LLC 0.91% Add +27.3% 918 $813K
Aletheian Wealth Advisors LLC 0.47% Reduce -0.1% 917 $812K
Opal Wealth Advisors, LLC 0.25% Add +12.1% 916 $812K
Great Waters Wealth Management 0.11% No change 913 $809K
Patton Albertson Miller Group, LLC 0.11% Reduce -5.0% 913 $809K
Dynasty Wealth Management, LLC 0.02% Reduce -7.3% 910 $806K
Next Capital Management LLC 0.33% Reduce -19.1% 909 $805K
Kinloch Capital, LLC 0.39% No change 909 $805K
Waterway Wealth Management, LLC 0.35% Reduce -33.5% 907 $804K
S. R. Schill & Associates 0.57% No change 904 $801K
O'Brien Greene & Co. Inc 0.25% Reduce -5.3% 904 $801K
LVZ, Inc. 0.10% Add +10.2% 904 $801K
Annis Gardner Whiting Capital Advisors, LLC 0.23% Reduce -20.2% 903 $800K
Councilmark Asset Management, LLC 0.54% Add +0.2% 902 $799K
Garde Capital, Inc. 0.05% No change 902 $799K
Signal Advisors Wealth, LLC 0.11% Add +174.7% 901 $798K
Harbor Advisors LLC 0.13% No change 900 $797K
Onyx Bridge Wealth Group LLC 0.12% Add +10.3% 900 $797K
Duncker Streett & Co. Inc. 0.15% Add +0.8% 899 $797K
Ninepoint Partners LP 0.10% Add +723.9% 898 $796K
Christopher J. Hasenberg, Inc 0.33% No change 870 $795K
Graybill Wealth Management, LTD. 0.29% Add +5.3% 895 $793K
Garrett Wealth Advisory Group, LLC 0.20% No change 894 $792K
Acorns Advisers, LLC 0.01% Add +31.7% 894 $792K
Madison Wealth Partners, Inc 0.23% Add +46.6% 894 $792K
Swmg, LLC 0.33% New 975 $792K
Atwater Malick LLC 0.25% No change 892 $790K
Horizon Financial Services, LLC 0.47% No change 890 $788K
Key Financial Inc 0.17% Add +1.5% 883 $782K
LaSalle St. Investment Advisors, LLC 0.31% Add +102.5% 883 $782K
Strait & Sound Wealth Management LLC 0.38% Add +0.3% 879 $779K
Beacon Financial Strategies CORP 0.53% No change 878 $778K
Firethorn Wealth Partners, LLC 0.39% Add +2.8% 876 $776K
Wedge Capital Management L L P 0.01% Add +3.4% 876 $776K
Independent Solutions Wealth Management, LLC 0.17% Add +6.0% 872 $773K
Benchmark Financial Wealth Advisors, LLC 0.26% Add +1.9% 871 $771K
Arvest Investments, Inc. 0.12% Add +5.1% 870 $771K
LYNX Capital Group Ltd. 0.50% No change 870 $771K
Dean Investment Associates, LLC 0.10% No change 870 $771K
Avalon Trust Co 0.06% Reduce -6.0% 870 $771K
Penserra Capital Management LLC 0.02% Add +45.2% 870 $770K
Sunburst Financial Group, LLC 0.19% Reduce -0.7% 865 $766K
SOA Wealth Advisors, LLC. 0.15% Add +2.4% 864 $766K
Allen Capital Group, LLC 0.10% Add +25.6% 864 $765K
Baron Silver Stevens Financial Advisors, LLC 0.13% Add +10.2% 864 $765K
Davis Investment Partners, LLC 0.32% Reduce -5.2% 857 $763K
IFG Advisors, LLC 0.16% Add +8.3% 861 $763K
New Wave Wealth Advisors LLC 0.35% Reduce -36.0% 860 $762K
Heritage Oak Wealth Advisors LLC 0.35% Add +109.8% 860 $762K
Oak Harvest Investment Services 0.11% Add +2.1% 858 $760K
Aurora Private Wealth, Inc. 0.59% Add +5.4% 854 $757K
PAX Financial Group, LLC 0.14% Add +19.0% 853 $756K
Strategic Wealth Investment Group, LLC 0.08% Reduce -8.1% 853 $755K
GenTrust, LLC 0.04% Add +26.2% 852 $755K
J.Safra Asset Management Corp 0.07% Add +23.1% 859 $754K
Summit Financial Wealth Advisors, LLC 0.14% Add +10.3% 848 $751K
Applied Finance Capital Management, LLC 0.03% Add +27.7% 843 $747K
Greenfield Savings Bank 0.35% No change 840 $744K
Hobart Private Capital, LLC 0.19% Add +5.0% 840 $744K
Consilio Wealth Advisors, LLC 0.31% Add +12.4% 836 $741K
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.51% Reduce -45.6% 835 $740K
Trueblood Wealth Management, LLC 0.37% Reduce -7.0% 835 $740K
Legacy Edge Advisors, LLC 0.12% Add +1.0% 835 $740K
FSA Advisors, Inc. 0.73% Reduce -24.8% 824 $736K
Commonwealth Financial Services, LLC 0.15% Add +1.1% 831 $735K
Baltimore-Washington Financial Advisors, Inc. 0.04% Add +0.8% 829 $734K
WT Wealth Management 0.23% Reduce -5.8% 800 $734K
Main Line Retirement Advisors, LLC 0.50% Reduce -0.5% 828 $734K
True Link Financial Advisors, LLC 0.06% Add +0.2% 827 $733K
PrairieView Partners, LLC 0.08% Add +1.2% 826 $731K
Equita Financial Network, Inc. 0.27% Add +12.9% 823 $729K
Capital City Trust Co. 0.18% Add +0.7% 822 $728K
Motive Wealth Advisors 0.44% No change 804 $728K
Chemistry Wealth Management LLC 0.17% Add +18.8% 821 $727K
Cardiff Park Advisors, LLC 0.07% Reduce -2.6% 821 $727K
Twelve Points Wealth Management LLC 0.23% Add +1.1% 820 $726K
Avaii Wealth Management, LLC 0.37% Reduce -13.0% 819 $726K
Ridgecrest Wealth Partners, LLC 0.38% Reduce -4.7% 816 $723K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.27% Add +99.3% 815 $722K
Nexus Investment Management ULC 0.07% Reduce -2.1% 809 $717K
Terril Brothers, Inc. 0.24% No change 808 $716K
Insight Wealth Partners, LLC 0.44% Reduce -0.3% 808 $716K
Sterling Financial Planning, Inc. 0.26% Reduce -4.6% 805 $713K
State of Wyoming 0.10% Reduce -4.2% 805 $713K
Piscataqua Savings Bank 0.61% No change 805 $713K
Towercrest Capital Management 0.11% No change 804 $712K
Hill Investment Group Partners, LLC 0.10% Reduce -2.6% 778 $711K
Hemington Wealth Management 0.19% Reduce -3.7% 858 $711K
Hart & Patterson Financial Group LLC 0.34% Add +18.1% 802 $711K
Diamant Asset Management, Inc. 0.44% No change 800 $709K
Security National Bank of So Dak 0.39% Add +25.4% 800 $709K
MSA Advisors, LLC 0.18% No change 800 $709K
CSM Advisors, LLC 0.05% Reduce -34.5% 800 $708K
Detalus Advisors, LLC 0.23% Add +1.7% 798 $707K
Mach-1 Financial Group, LLC 0.43% Add +22.6% 798 $707K
Knightsbridge Asset Management, LLC 0.16% Add +14.0% 798 $707K
McDaniel Terry & Co. 0.06% Add +69.9% 795 $704K
Tsfg, LLC 0.15% Add +0.6% 794 $703K
Keystone Investors Pte Ltd. 0.05% New 793 $703K
Foster Victor Wealth Advisors, LLC 0.06% Reduce -1.2% 762 $700K
Greenwood Gearhart LLC 0.06% Reduce -0.8% 789 $699K
Alliance Wealth Advisors, LLC 0.40% Add +1.2% 788 $698K
Greenhouse Wealth Management, LLC 0.47% No change 794 $698K
Motiv8 Investments LLC 0.47% Reduce -53.4% 786 $697K
Range Financial Group LLC 0.96% Reduce -81.4% 785 $695K
Wulff, Hansen & Co. 0.63% Reduce -24.1% 785 $695K
Adalta Capital Management LLC 0.36% Reduce -43.3% 785 $695K
Inceptionr LLC 0.17% New 785 $695K
Pasadena Private Wealth, LLC 0.15% Reduce -0.8% 785 $695K
Eagle Bay Advisors LLC 0.27% Add +2.5% 784 $694K
Seven Springs Wealth Group, LLC 0.26% New 783 $694K
VitalStone Financial, LLC 0.47% Reduce -19.9% 782 $693K
Puzo Michael J 0.18% Reduce -17.9% 780 $691K
Aspiriant, LLC 0.03% Reduce -80.1% 778 $689K
Wellspring Financial Advisors, LLC 0.08% Add +22.2% 777 $689K
Atlanta Consulting Group Advisors, LLC 0.17% Add +45.2% 777 $688K
Aberdeen Wealth Management LLC 0.45% Reduce -9.2% 776 $687K
Main Management ETF Advisors, LLC 0.03% New 776 $687K
Embree Financial Group 0.12% Add +9.0% 775 $687K
Keystone Wealth Services, LLC 0.19% No change 774 $686K
1900 Wealth Management LLC 0.06% Add +5.5% 773 $685K
Center for Financial Planning, Inc. 0.09% Add +1.4% 772 $684K
HTLF Bank 0.07% Reduce -9.0% 772 $684K
Profit Investment Management, LLC 0.54% No change 771 $683K
Vestia Personal Wealth Advisors 0.64% Add +1.7% 767 $680K
Anchor Capital Advisors LLC 0.02% No change 767 $680K
Legacy Financial Strategies, LLC 0.15% Add +7.0% 765 $678K
Costello Asset Management, INC 0.45% Reduce -72.3% 765 $678K
Investment Advisory Group, LLC 0.23% Add +22.4% 764 $677K
Callan Family Office, LLC 0.11% Add +30.4% 763 $676K
Apriem Advisors 0.08% Reduce -5.9% 763 $676K
NBW Capital LLC 0.13% Reduce -2.7% 761 $675K
Menard Financial Group LLC 0.44% Add +2.3% 761 $674K
Earned Wealth Advisors, LLC 0.20% Add +65.2% 760 $673K
Gibbs Wealth Management 0.22% Add +17.9% 759 $672K
Benin Management CORP 0.19% No change 759 $672K
Kapstone Financial Advisors LLC 0.41% Add +50.2% 766 $672K
Bank of New Hampshire 0.17% Reduce -0.7% 758 $672K
Campbell & CO Investment Adviser LLC 0.05% Reduce -92.3% 758 $672K
Florida Financial Advisors, LLC 0.35% Reduce -33.6% 758 $672K
Armstrong, Fleming & Moore, Inc 0.39% Reduce -8.9% 756 $670K
SOL Capital Management CO 0.07% Add +0.1% 756 $670K
World Equity Group, Inc. 0.24% Reduce -4.5% 756 $670K
Petrus Trust Company, LTA 0.07% New 754 $668K
Independent Wealth Network Inc. 0.30% Add +10.9% 752 $666K
Mascoma Wealth Management LLC 0.17% Reduce -6.0% 750 $665K
Horan Capital Advisors, LLC. 0.22% No change 750 $664K
Verum Partners LLC 0.19% Add +2.3% 748 $662K
WFA of San Diego, LLC 0.56% Reduce -8.2% 747 $662K
Montag & Caldwell, LLC 0.13% No change 746 $661K
GGM Financial LLC 0.57% Add +3.6% 745 $660K
DT Investment Partners, LLC 0.05% Add +11.2% 745 $660K
Capital Investment Counsel, Inc 0.09% No change 745 $660K
Clarus Wealth Advisors 0.34% New 733 $659K
Quartz Partners, LLC 0.41% — 741 $656K
Wilson & Boucher Capital Management, LLC 0.45% Add +15.8% 740 $656K
C2C Wealth Management, LLC 0.61% No change 790 $655K
Falcon Wealth Planning 0.08% Reduce -0.8% 739 $655K
Scott Capital Advisors, LLC 0.19% Add +2.4% 738 $654K
Cherrydale Wealth Management, LLC 0.27% Add +0.1% 738 $654K
Northwest Investment Counselors, LLC 0.15% Reduce -11.9% 737 $653K
Guardian Financial Partners, LLC 0.41% Reduce -11.4% 737 $653K
Ssi Investment Management LLC 0.25% No change 736 $652K
Middleton & Co. Inc. 0.07% No change 736 $652K
Barrett & Company, Inc. 0.28% Reduce -30.0% 736 $652K
Twin Peaks Wealth Advisors, LLC 0.30% Add +3.2% 735 $651K
Shelton Wealth Management, LLC 0.37% Add +13.8% 733 $649K
CJM Wealth Advisers, Ltd. 0.22% New 732 $649K
Delta Asset Management LLC 0.06% Add +1.1% 731 $648K
Ransom Advisory, Ltd 0.30% Add +4.9% 731 $648K
Source Financial Advisors LLC 0.19% Add +1.7% 731 $648K
Aspen Wealth Strategies, LLC 0.42% New 731 $647K
MinichMacGregor Wealth Management, LLC 0.14% Add +6.7% 730 $647K
Lakewood Asset Management LLC 0.44% Add +0.1% 730 $646K
Allstate Corp. 0.06% Reduce -72.9% 729 $646K
Portland Global Advisors LLC 0.08% Add +1.8% 728 $645K
McGlone Suttner Wealth Management, Inc. 0.13% Add +13.6% 727 $644K
Alpine Woods Capital Investors, LLC 0.11% Add +3.1% 773 $643K
Iyo Bank, Ltd. 0.23% Add +81.5% 726 $643K
Citizens Business Bank 0.13% Reduce -32.5% 725 $642K
N.E.W. Advisory Services LLC 0.06% No change 722 $640K
Morton Capital Management LLC 0.13% Add +72.3% 720 $638K
Passive Capital Management, LLC. 0.22% No change 718 $636K
Impact Partnership Wealth, LLC 0.14% Reduce -18.6% 717 $635K
Austin Private Wealth, LLC 0.06% Add +3.0% 717 $635K
Scarborough Advisors, LLC 0.10% New 717 $635K
Peterson Wealth Advisors, LLC 0.12% Add +8.5% 716 $634K
Signature Wealth Management Group 0.25% Reduce -11.5% 715 $633K
Walled Lake Planning & Wealth Management, LLC 0.24% Add +2.7% 714 $632K
Willis Johnson & Associates, Inc. 0.05% Add +9.7% 712 $631K
Worth Financial Advisory Group, LLC 0.37% New 710 $629K
McNaughton Wealth Management, LLC 0.31% New 708 $627K
Next Level Private LLC 0.26% Add +0.9% 706 $625K
Stevens Capital Management LP 0.09% New 706 $625K
New Hampshire Trust 0.13% Reduce -0.7% 704 $624K
Hexagon Capital Partners LLC 0.12% Reduce -5.5% 703 $623K
Cowa, LLC 0.30% No change 703 $623K
Masso Torrence Wealth Management Inc. 0.34% Add +12.5% 703 $623K
Focused Wealth Management, Inc 0.08% No change 702 $622K
Avion Wealth 0.16% Add +1.1% 701 $621K
Hoertkorn Richard Charles 0.27% No change 700 $620K
Headinvest, LLC 0.11% Reduce -0.7% 698 $618K
Brandywine Managers, LLC 0.66% Add +18.5% 697 $618K
Quantum Private Wealth, LLC 0.21% Add +27.5% 696 $617K
One Plus One Wealth Management, LLC 0.36% Reduce -22.9% 694 $615K
Kaye Capital Management 0.25% Add +0.1% 694 $615K
Eaton-Cambridge Inc. 0.29% Reduce -1.8% 692 $613K
Fox Run Management, L.L.C. 0.14% New 692 $613K
Gateway Wealth Partners, LLC 0.17% Reduce -13.5% 691 $613K
MPS Loria Financial Planners, LLC 0.18% Reduce -42.6% 690 $612K
Advantage Trust Co 0.42% No change 690 $611K
Index Fund Advisors, Inc. 0.03% Reduce -3.8% 690 $611K
Acorn Wealth Advisors, LLC 0.26% Add +20.4% 689 $610K
St. Louis Trust Co 0.09% Reduce -30.8% 687 $609K
Gsa Capital Partners LLP 0.05% New 684 $606K
Sovereign Financial Group, Inc. 0.14% Add +3.8% 683 $605K
Powell Investment Advisors, LLC 0.28% Add +3.0% 683 $605K
Walker Asset Management, LLC 0.38% Add +4.4% 683 $605K
Taylor Hoffman Capital Management LLC 0.23% — 729 $605K
BayBridge Capital Group, LLC 0.44% Reduce -5.5% 682 $604K
TL Private Wealth 0.27% No change 671 $603K
Karpus Management, Inc. 0.02% No change 680 $602K
Shoker Investment Counsel, Inc. 0.20% Add +1.9% 679 $602K
OmniStar Financial Group, Inc. 0.45% Add +154.9% 678 $602K
Strategic Investment Solutions, Inc. 0.18% Add +8.3% 676 $599K
Rosenberg Matthew Hamilton 0.16% Add +3.1% 674 $597K
Demars Financial Group, LLC 0.27% Add +0.5% 672 $595K
Readystate Asset Management LP 0.07% New 671 $594K
Somerset Trust Co 0.22% Reduce -0.6% 666 $590K
Meridian Wealth Partners, LLC 0.09% Reduce -1.6% 666 $590K
Claris Advisors, LLC / Mo / 0.26% New 665 $589K
TCFG Wealth Management, LLC 0.30% — 660 $585K
Strata Wealth Advisors, LLC 0.19% Add +5.6% 658 $583K
Emerald Advisors, LLC 0.08% No change 635 $583K
MBE Wealth Management, LLC 0.32% Add +9.3% 657 $582K
Contravisory Investment Management, Inc. 0.12% Add +5.5% 654 $579K
Nicollet Investment Management, Inc. 0.20% No change 653 $579K
Tandem Wealth Advisors LLC 0.29% Reduce -5.8% 653 $579K
Howard Wealth Management, LLC 0.34% Add +0.6% 653 $578K
Rise Advisors, LLC 0.28% Reduce -7.1% 653 $578K
Lakeside Advisors, INC. 0.36% Reduce -3.7% 652 $578K
Obsidian Cio, LLC 0.12% Reduce -5.8% 651 $577K
Clark Asset Management, LLC 0.12% Add +39.7% 651 $577K
IMZ Advisory Inc 0.27% No change 649 $576K
Elevation Wealth Partners, LLC 0.25% No change 650 $576K
Seaside Wealth Management, Inc. 0.22% No change 650 $576K
Montgomery Investment Management Inc. 0.21% No change 650 $576K
Princeton Global Asset Management LLC 0.11% Add +16.5% 650 $576K
Private Management Group Inc. 0.02% No change 649 $575K
Lansing Street Advisors 0.21% Add +3.4% 648 $575K
waypoint wealth counsel 0.39% Add +19.8% 648 $574K
Apexium Financial, LP 0.04% Add +7.6% 648 $574K
Center For Asset Management LLC 0.34% Add +0.1% 648 $574K
Sentinel Pension Advisors, LLC 0.11% Add +14.5% 647 $573K
GFS Advisors, LLC 0.12% Add +158.8% 647 $573K
Goldstein Advisors, LLC 0.09% Add +2.5% 646 $572K
Pinnacle Family Advisors, LLC 0.30% New 646 $572K
Moody Aldrich Partners LLC 0.10% Reduce -13.1% 645 $571K
Dunhill Financial, LLC 0.29% Add +15.0% 643 $570K
Faithward Advisors, LLC 0.10% Add +5.1% 643 $570K
National Philanthropic Trust 0.01% Reduce -12.7% 642 $569K
Cardinal Strategic Wealth Guidance 0.19% Reduce -0.9% 640 $567K
Arkfeld Wealth Strategies, L.L.C. 0.27% No change 638 $566K
Altiora Financial Group, LLC 0.13% No change 638 $565K
AlphaMark Advisors, LLC 0.20% Reduce -20.1% 638 $565K
Riverview Trust Co 0.50% Add +0.6% 636 $563K
Lockerman Financial Group, Inc. 0.95% Add +3.6% 636 $563K
Weaver Consulting Group 0.18% Add +7.5% 635 $563K
Reston Wealth Management LLC 0.20% Add +0.2% 634 $562K
Valence8 US LP 0.24% New 633 $561K
Triune Financial Partners, LLC 0.18% No change 633 $561K
JFS Wealth Advisors, LLC 0.04% Add +0.8% 631 $559K
Voisard Asset Management Group, Inc. 0.23% Reduce -5.4% 630 $558K
Rooted Wealth Advisors, Inc. 0.25% Add +20.6% 621 $558K
New Jersey Better Educational Savings Trust 1.05% No change 629 $557K
Ergawealth Advisors, Inc. 0.28% Reduce -0.3% 629 $557K
Peninsula Wealth, LLC 0.10% Add +3.6% 606 $556K
SilverOak Wealth Management LLC 0.12% Add +59.1% 627 $555K
Auxier Asset Management LLC 0.08% Reduce -6.3% 627 $555K
CTC Alternative Strategies, Ltd. 0.69% New 626 $555K
Crescent Sterling, Ltd. 0.53% No change 625 $554K
Gould Asset Management LLC 0.12% Reduce -5.9% 624 $553K
KilterHowling LLC 0.35% No change 622 $551K
Significant Wealth Partners LLC 0.28% Add +11.1% 621 $550K
Gibraltar Capital Management, Inc. 0.25% New 621 $550K
Bluespring Wealth Management, LLC 0.06% Reduce -0.8% 620 $549K
Trust Co of the South 0.12% No change 620 $549K
Silver Oak Advisory Group, Inc. 0.28% Reduce -4.2% 620 $549K
Community Bank & Trust, Waco, Texas 0.12% Reduce -3.1% 620 $549K
Willner & Heller, LLC 0.49% Add +1.6% 618 $548K
Northeast Financial Group, Inc. 0.21% Add +0.7% 618 $548K
Tillman Hartley LLC 0.16% No change 618 $548K
Howard Capital Management Group, LLC 0.04% Reduce -5.8% 618 $548K
Abacus Wealth Partners, LLC 0.08% Add +11.8% 615 $545K
Roberts Glore & Co. Inc. 0.16% Reduce -0.3% 613 $543K
McDonough Capital Management, Inc 0.37% No change 611 $541K
Franklin, Parlapiano, Turner & Welch, LLC 0.14% Add +2.7% 610 $540K
M3 Advisory Group, LLC 0.40% Reduce -13.1% 610 $540K
Carmel Capital Partners, LLC 0.21% Reduce -0.7% 609 $540K
Mayport, LLC 0.17% No change 609 $540K
Beese Fulmer Investment Management, Inc. 0.05% Add +0.8% 609 $540K
Hengehold Capital Management LLC 0.05% Add +15.7% 606 $537K
Wharton Business Group, LLC 0.02% No change 605 $536K
Pacific Capital Wealth Advisors, Inc. 0.09% Add +5.4% 605 $536K
Emprise Bank 0.31% Reduce -43.0% 604 $535K
Resurgent Financial Advisors LLC 0.31% Add +1.4% 602 $533K
DiNuzzo Private Wealth, Inc. 0.07% Add +671.8% 602 $533K
Financial Freedom, LLC 0.28% No change 601 $533K
TPG Advisors LLC 0.42% No change 601 $532K
Midwest Heritage Bank, FSB 0.25% No change 601 $532K
Farmers & Merchants Trust Co of Chambersburg PA 0.20% No change 601 $532K
United Advisor Group, LLC 0.12% New 600 $532K
General Partner, Inc. 0.33% No change 600 $532K
BigSur Wealth Management LLC 0.15% Add +20.0% 600 $532K
Inspirion Wealth Advisors, LLC 0.07% Add +13.4% 599 $531K
Joseph P. Lucia & Associates, LLC 0.24% Add +81.0% 599 $531K
CCG Wealth Management, LLC 0.30% Add +7.4% 597 $529K
Red Wave Investments LLC 0.18% No change 597 $529K
Fairhaven Wealth Management, LLC 0.16% Add +20.9% 595 $527K
Rebalance, LLC 0.04% Reduce -11.3% 595 $527K
Prestige Wealth Management Group LLC 0.11% Add +10.2% 594 $526K
Parkwoods Wealth Partners, LLC 0.43% — 591 $524K
Cascade Investment Group, Inc. 0.38% No change 591 $524K
Paladin Advisory Group, LLC 0.39% No change 590 $523K
Grey Ledge Advisors, LLC 0.13% Add +0.2% 590 $522K
Octavia Wealth Advisors, LLC 0.06% Reduce -16.4% 588 $521K
Scissortail Wealth Management, LLC 0.13% Reduce -99.0% 5 $521K
Global Wealth Strategies & Associates 0.17% Reduce -6.5% 586 $519K
Elmwood Wealth Management, Inc. 0.21% New 585 $518K
Aquire Wealth Advisors, LLC 0.16% New 585 $518K
Nicholas Wealth, LLC. 0.32% Add +0.3% 581 $515K
Cheviot Value Management, LLC 0.10% Add +0.3% 581 $515K
Jackson Creek Investment Advisors LLC 0.15% Reduce -15.9% 580 $514K
Marion Wealth Management 0.14% Reduce -43.4% 580 $514K
Howard Bailey Securities, LLC 0.19% — 580 $514K
Ruggaard & Associates LLC 0.22% No change 576 $510K
Corton Capital Inc. 0.25% Add +144.7% 575 $509K
Strategic Financial Services, Inc. 0.03% No change 575 $509K
Fairview Capital Investment Management, LLC 0.03% Add +62.6% 574 $509K
Clear Harbor Asset Management, LLC 0.04% No change 573 $508K
San Luis Wealth Advisors LLC 0.10% Add +9.6% 571 $506K
Cypress Capital, LLC 0.13% Add +3.1% 571 $506K
Luken Investment Analytics, LLC 0.23% No change 570 $505K
Twin Focus Capital Partners, LLC 0.08% No change 568 $503K
BetterWealth, LLC 0.15% No change 568 $503K
GR Financial Group, LLC 0.09% Add +0.2% 567 $502K
Family Manage LLC 0.08% Reduce -85.8% 566 $501K
Jackson Thornton Wealth Management, LLC 0.07% Reduce -0.2% 566 $501K
Vanguard Capital Wealth Advisors 0.53% No change 565 $501K
Truvestments Capital LLC 0.13% Add +36.1% 565 $500K
Madison Park Capital Advisors, LLC 0.37% Add +0.5% 563 $499K
Wiser Wealth Management, Inc 0.14% New 563 $499K
Fulcrum Equity Management 0.42% Add +38.8% 562 $498K
Emerald Mutual Fund Advisers Trust 0.03% Add +76.7% 562 $498K
Planning Center, Inc. 0.06% No change 560 $496K
High Falls Advisors, Inc 0.11% Add +6.5% 560 $496K
Planning Alternatives Ltd. 0.08% Add +3.0% 559 $495K
Francis Financial, Inc. 0.13% Add +4.9% 555 $492K
Frazier Financial Advisors, LLC 0.38% Add +6.5% 553 $490K
R. W. Roge & Company, Inc. 0.26% Add +0.6% 553 $489K
Dupree Financial Group, LLC 0.21% No change 551 $488K
Laffer Tengler Investments, Inc. 0.12% No change 550 $487K
Schaper Benz & Wise Investment Counsel Inc. 0.04% Add +35.1% 550 $487K
Baron Wealth Management LLC 0.23% Add +31.9% 550 $487K
Spreng Capital Management, Inc. 0.23% Reduce -19.1% 549 $486K
Braun-Bostich & Associates Inc. 0.34% Reduce -1.1% 548 $485K
Pring Turner Capital Group Inc. 0.31% Reduce -8.5% 547 $485K
Warwick Investment Management, Inc. 0.11% Add +1.5% 547 $485K
First Bank & Trust 0.09% Add +0.2% 547 $485K
KFG Wealth Management, LLC 0.11% Reduce -2.1% 546 $484K
Summitry LLC 0.02% Add +87.6% 546 $484K
Core Wealth Partners LLC 0.29% Add +61.7% 545 $483K
Legacy Capital Wealth Partners, LLC 0.10% Reduce -13.2% 545 $482K
Foguth Wealth Management, LLC. 0.18% Reduce -9.3% 528 $482K
Coastal Bridge Advisors, LLC 0.12% Reduce -37.2% 544 $482K
Bennett Selby Investments LP 0.20% Add +6.0% 543 $481K
jvl associates llc 0.19% Reduce -7.0% 543 $481K
Covestor Ltd 0.30% Reduce -13.1% 542 $481K
Private Wealth Advisors, LLC 0.20% Reduce -1.6% 544 $481K
Manchester Financial Inc. 0.10% Add +4.0% 542 $480K
W Advisors, LLC 0.30% Reduce -0.6% 542 $480K
Old Mission Investment Co LLC 0.15% Add +4.8% 542 $480K
Bank of Nova Scotia Trust Co. 0.05% Add +54.9% 542 $480K
Compton Financial Group, LLC 0.14% Reduce -9.3% 539 $478K
Davidson Trust Co. 0.24% New 538 $477K
Fairscale Capital, LLC 0.42% Reduce -1.8% 537 $476K
Balanced Wealth Group LLC 0.21% No change 536 $475K
City Center Advisors, LLC 0.53% Add +0.2% 536 $475K
Iams Wealth Management, LLC 0.23% Add +21.8% 536 $475K
Strategic Financial Concepts, LLC 0.15% Reduce -99.9% 536 $475K
Southland Equity Partners LLC 0.12% Add +71.3% 536 $475K
Cresta Advisors, Ltd. 0.25% No change 535 $474K
Operose Advisors LLC 0.15% No change 534 $473K
Elwood & Goetz Wealth Advisory Group, LLC 0.12% No change 534 $473K
Keener Financial Planning LLC 0.31% No change 534 $473K
Viawealth, LLC 0.28% Add +8.3% 534 $473K
FFT Wealth Management LLC 0.04% Add +139.0% 533 $472K
First PREMIER Bank 0.12% Reduce -5.0% 533 $472K
SPC Financial, Inc. 0.04% Add +5.1% 532 $471K
Marks Group Wealth Management, Inc 0.04% Reduce -3.8% 531 $470K
Royal Harbor Partners, LLC 0.18% No change 530 $470K
Alaethes Wealth, LLC 0.17% Add +8.6% 530 $470K
Arvest Bank Trust Division 0.03% — 529 $469K
Novare Capital Management LLC 0.04% Add +74.5% 527 $467K
Buckley Wealth Management, LLC 0.14% Add +7.5% 527 $467K
ICW Investment Advisors LLC 0.19% Add +8.9% 526 $467K
Barnes Pettey Financial Advisors, LLC 0.37% Reduce -0.4% 526 $466K
Blue Bell Private Wealth Management, LLC 0.09% Add +6.3% 522 $462K
Garner Asset Management Corp 0.16% Reduce -3.7% 520 $461K
Bridgefront Capital, LLC 0.18% New 520 $461K
Southeast Asset Advisors, LLC 0.05% No change 520 $460K
Rothschild Wealth LLC 0.14% Add +17.4% 519 $460K
Mine & Arao Wealth Creation & Management, LLC. 0.21% No change 519 $460K
TAGStone Capital, Inc. 0.23% Add +0.2% 519 $459K
CBIZ Investment Advisory Services, LLC 0.02% No change 517 $458K
Echo45 Advisors LLC 0.30% Reduce -8.4% 521 $458K
Coston, McIsaac & Partners 0.13% Add +0.2% 517 $458K
SMART Wealth LLC 0.18% New 516 $457K
McCollum Christoferson Group LLC 0.13% No change 516 $457K
Blake Schutter Theil Wealth Advisors, LLC 0.33% — 515 $456K
Lazari Capital Management, Inc. 0.20% Add +8.0% 515 $456K
Montis Financial, LLC 0.16% Add +8.5% 513 $455K
First Bancorp, Inc 0.32% Reduce -1.5% 513 $454K
Atwood & Palmer Inc. 0.03% Add +0.6% 512 $454K
Drucker Wealth 3.0, LLC 0.11% Add +5.4% 509 $451K
Xcel Wealth Management, LLC 0.13% Reduce -8.3% 509 $451K
Werba Rubin Papier Wealth Management 0.11% Add +28.6% 508 $450K
Shay Capital LLC 0.13% New 505 $447K
Houlihan Financial Resource Group, Ltd. 0.18% New 504 $447K
Thrive Capital Management, LLC 0.21% Add +3.1% 504 $447K
STAR Financial Bank 0.30% Add +3.5% 504 $447K
AIMZ Investment Advisors, LLC 0.15% No change 503 $446K
Ullmann Wealth Partners Group, LLC 0.06% Add +1.8% 503 $446K
FDx Advisors, Inc. 0.12% Reduce -3.5% 502 $445K
Hardy Reed LLC 0.04% New 501 $444K
Martin Capital Partners, LLC 0.22% No change 500 $443K
Glaxis Capital Management, LLC 1.73% New 500 $443K
Dymon Asia Capital (singapore) Pte. LTD. 0.54% Add +66.7% 500 $443K
Websterrogers Financial Advisors, LLC 0.15% Reduce -16.7% 500 $443K
Polymer Capital Management (HK) LTD 0.10% New 500 $443K
Ithaka Group LLC 0.08% No change 500 $443K
Taikang Asset Management (Hong Kong) Co Ltd 0.05% No change 500 $443K
Smith Anglin Financial, LLC 0.04% Add +9.2% 499 $443K
JNBA Financial Advisors 0.04% No change 499 $442K
Koss-Olinger Consulting, LLC 0.04% Reduce -1.6% 497 $440K
Lee Danner & Bass Inc. 0.03% No change 494 $438K
Farmers Trust Co. 0.08% No change 494 $438K
Bank of Stockton 0.13% Reduce -2.0% 493 $437K
PBMares Wealth Management LLC 0.09% Add +9.6% 493 $437K
Three Seasons Wealth, LLC 0.23% Add +11.6% 492 $436K
Vertex Planning Partners, LLC 0.10% Reduce -1.2% 491 $435K
Providence Capital Advisors, LLC 0.09% No change 490 $434K
Warner Financial, Inc. 0.19% No change 490 $434K
Elios Financial Group Inc. 0.20% — 489 $433K
Trust Co. of Oklahoma 0.14% Reduce -22.4% 489 $433K
Oxinas Partners, LLC 0.27% Reduce -8.6% 488 $433K
Aerodigm Wealth, LLC 0.27% Reduce -18.3% 487 $431K
Cottage Street Advisors LLC 0.23% Add +1.0% 486 $430K
Clifford Group, LLC 0.33% No change 485 $430K
MBA Advisors LLC 0.21% Reduce -13.1% 484 $429K
Centennial Bank 0.20% No change 484 $429K
Global Strategic Investment Solutions, LLC 0.05% Add +14.8% 482 $427K
Summit Wealth Partners, LLC 0.08% Add +20.9% 481 $426K
McIlrath & Eck, LLC 0.05% Add +3.4% 481 $426K
Hollow Brook Wealth Management LLC 0.13% Add +84.6% 480 $425K
Willow Creek Wealth Management Inc. 0.04% No change 480 $425K
Paradigm Capital Management, LLC 0.41% — 480 $425K
Modus Advisors, LLC 0.14% Add +32.3% 479 $424K
WMG Financial Advisors, LLC 0.19% New 479 $424K
Endowment Wealth Management, Inc. 0.28% Reduce -1.2% 478 $424K
Cohen & Steers, Inc. 0.00% Add +1.9% 478 $423K
Hutchinson Capital Management 0.08% Reduce -0.6% 477 $423K
Collaborative Wealth Managment Inc. 0.19% Add +3.0% 475 $421K
Barings LLC 0.01% Reduce -1.4% 475 $421K
Element Wealth, LLC 0.22% Reduce -12.5% 475 $420K
Cadent Capital Advisors, LLC 0.14% Reduce -15.8% 475 $420K
Harrell Investment Partners, LLC 0.12% Reduce -0.6% 474 $420K
Aspire Capital Advisors LLC 0.12% Add +6.8% 473 $419K
Colton Groome Financial Advisors, LLC 0.16% Reduce -8.7% 472 $418K
American Capital Advisory, LLC 0.24% Reduce -1.5% 470 $416K
Norris Financial Group, LLC 0.20% Add +75.0% 469 $416K
WorthPointe, LLC 0.17% Add +77.0% 469 $416K
Oakwell Private Wealth Management, LLC 0.12% No change 467 $414K
Titleist Asset Management, LLC 0.06% No change 467 $414K
Alhambra Investment Management LLC 0.21% Reduce -9.7% 465 $412K
Requisite Capital Management, LLC 0.09% No change 464 $411K
PFG Private Wealth Management, LLC 0.24% Reduce -0.4% 463 $410K
Elite Wealth Management, Inc. 0.09% Add +4.5% 463 $410K
Orion Investment Co 0.16% No change 462 $409K
Truepoint, Inc. 0.01% Add +99.1% 462 $409K
Seelaus Asset Management LLC 0.38% Reduce -0.9% 461 $408K
Goodman Advisory Group, LLC 0.12% No change 460 $408K
Maltin Wealth Management, Inc. 0.20% Add +0.2% 460 $407K
Smith Thornton Advisors LLC 0.27% Add +0.7% 459 $407K
Magnolia Capital Advisors LLC 0.20% New 459 $407K
Optiver Holding B.V. 0.01% Reduce -70.2% 459 $407K
Breed's Hill Capital LLC 0.33% Reduce -16.4% 457 $405K
Capstone Wealth Management Group, LLC 0.24% No change 456 $404K
Whelan Financial 0.17% Add +13.7% 456 $404K
Cottonwood Capital Advisors, LLC 0.30% Reduce -1.5% 456 $404K
Crumly & Associates Inc. 0.11% Reduce -32.9% 456 $404K
Moser Wealth Advisors, LLC 0.21% Add +40.0% 455 $403K
Symmetry Partners, LLC 0.10% Reduce -96.0% 455 $403K
Adams Wealth Management 0.09% Add +11.0% 454 $403K
CacheTech Inc. 0.09% Add +11.0% 454 $403K
Perissos Private Wealth Management, LLC 0.32% New 452 $401K
Ballast Advisors LLC 0.12% No change 452 $400K
Tudor Financial Inc. 0.25% — 452 $400K
OneAscent Wealth Management LLC 0.15% New 452 $400K
Dillon & Associates Inc. 0.06% No change 452 $400K
Naples Money Management LLC 0.34% Add +2.3% 451 $400K
Vickerman Investment Advisors, Inc. 0.12% New 451 $400K
Mill Creek Capital Advisors, LLC 0.01% Reduce -82.0% 450 $399K
Vance Wealth, LLC 0.15% No change 450 $399K
SFE Investment Counsel 0.08% Reduce -11.8% 450 $399K
Legacy Financial Group, Inc. 0.14% New 480 $399K
RAM Investment Partners, LLC 0.10% Add +4.2% 449 $397K
Lion Street Advisors, LLC 0.14% Add +2.3% 448 $397K
Trust Co 0.05% No change 447 $396K
Norris Perne & French LLP 0.03% No change 446 $395K
Brown Miller Wealth Management, LLC 0.15% Add +36.5% 445 $394K
Vicus Capital 0.03% Reduce -46.2% 444 $393K
Saxon Interests, Inc. 0.18% Add +31.0% 444 $393K
CapWealth Advisors, LLC 0.04% Add +1.1% 443 $392K
Proactive Wealth Strategies LLC 0.22% — 442 $392K
Wilkinson Global Asset Management LLC 0.02% Reduce -6.4% 441 $391K
Blackston Financial Advisory Group, LLC 0.20% Add +63.2% 439 $389K
Byrne Asset Management LLC 0.27% Reduce -5.8% 439 $389K
49 Wealth Management, LLC 0.06% Reduce -2.0% 439 $389K
Krane Funds Advisors LLC 0.01% Add +4.5% 438 $388K
FinDec Wealth Services, Inc. 0.23% Add +1.9% 437 $388K
Northstar Advisory Group, LLC 0.20% Reduce -0.5% 437 $387K
Earnest Partners LLC 0.00% Reduce -3.5% 437 $387K
Phoenix Wealth Advisors 0.18% No change 436 $386K
Encompass More Asset Management 0.15% New 436 $386K
Clark Financial Services Group Inc. 0.35% Add +14.4% 436 $386K
LongView Wealth Management 0.12% Reduce -0.2% 434 $385K
IAG Wealth Partners, LLC 0.07% No change 434 $384K
RWC Asset Management LLP 0.03% Add +19.9% 434 $384K
PARUS FINANCE (UK) Ltd 0.12% Reduce -96.6% 433 $384K
Arlington Financial Advisors, LLC 0.08% No change 433 $384K
Woodward Diversified Capital, LLC 0.24% Reduce -90.1% 431 $382K
Beaird Harris Wealth Management, LLC 0.03% Reduce -16.0% 430 $381K
Garrison Point Advisors, LLC 0.24% No change 430 $381K
Stuart Chaussee & Associates, Inc. 0.10% No change 430 $381K
Howard Financial Services, LTD. 0.06% Reduce -2.7% 430 $381K
Fiduciary Financial Group, LLC 0.09% Reduce -1.6% 416 $380K
Silvia McColl Wealth Management, LLC 0.28% No change 429 $380K
BancFirst Trust & Investment Management 0.13% Reduce -44.0% 432 $379K
BlueChip Wealth Advisors LLC 0.20% Add +2.1% 427 $379K
Horst & Graben Wealth Management LLC 0.07% Reduce -0.2% 427 $378K
Ridgewood Investments LLC 0.19% Add +2.9% 427 $378K
Windward Capital Management Co. 0.03% New 427 $378K
Darwin Wealth Management, LLC 0.10% New 426 $378K
Intellectus Partners, LLC 0.10% No change 425 $377K
Kolinsky Wealth Management, LLC 0.24% Add +20.4% 425 $377K
Osprey Private Wealth LLC 0.26% — 425 $377K
Lodestone Wealth Management LLC 0.19% Reduce -11.6% 425 $376K
Claret Asset Management Corp 0.06% No change 424 $376K
Code Waechter LLC 0.36% — 422 $374K
Invictus Private Wealth, LLC 0.03% Add +4.0% 421 $373K
Nicholson Wealth Management Group, LLC 0.31% — 420 $372K
One Charles Private Wealth Services, LLC 0.14% No change 420 $372K
Correct Capital Wealth Management 0.08% Reduce -15.8% 420 $372K
Paces Ferry Wealth Advisors, LLC 0.21% Add +1.9% 419 $372K
RMR Capital Management, LLC 0.32% No change 418 $370K
Cassady Schiller Wealth Management, LLC 0.13% No change 416 $369K
Hohimer Wealth Management, LLC 0.08% Reduce -3.3% 416 $369K
Capital Planning LLC 0.10% Add +23.4% 416 $368K
Capital Management Associates, Inc 0.15% No change 415 $368K
Gallacher Capital Management LLC 0.17% Reduce -1.4% 415 $368K
Vantage Financial Partners, LLC 0.09% No change 415 $367K
Kelly Financial Services LLC 0.13% No change 414 $367K
Capital Advisors Wealth Management, LLC 0.07% Add +3.3% 413 $366K
Chemung Canal Trust Co. 0.07% Reduce -0.2% 412 $365K
Peirce Capital Management, LLC 0.18% No change 412 $365K
One Day In July LLC 0.04% Add +32.9% 412 $365K
GSG Advisors LLC 0.12% Add +24.1% 412 $364K
Round Rock Advisors LLC 0.09% Reduce -2.6% 411 $364K
Signature Wealth Management Partners, LLC 0.26% Add +42.7% 411 $364K
Pursue Wealth Partners LLC 0.20% New 411 $364K
Pacifica Partners Inc. 0.15% Reduce -11.8% 410 $363K
Members Trust Co 0.01% Add +28.9% 410 $363K
Cypress Point Wealth Management, LLC 0.14% Reduce -2.6% 408 $361K
Summit Wealth Group, LLC 0.10% No change 408 $361K
Joule Financial, LLC 0.13% Reduce -26.1% 407 $361K
Augustine Asset Management Inc. 0.13% Add +0.7% 407 $361K
RS Crum Inc. 0.08% Add +29.6% 407 $360K
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +47.6% 406 $360K
Howe & Rusling Inc. 0.03% Reduce -42.4% 406 $360K
Rovin Capital /Ut/ 0.13% Add +60.7% 405 $359K
Seldon Capital LP 0.20% No change 404 $358K
Arq Wealth Advisors, LLC 0.14% No change 372 $357K
Cardinal Point Capital Management ULC 0.06% No change 403 $357K
Genesee Capital Advisors, LLC 0.17% Reduce -6.1% 403 $357K
D.B. Root & Company, LLC 0.12% Add +9.5% 402 $356K
Catalyst Private Wealth, LLC 0.17% No change 402 $356K
New World Advisors LLC 0.09% Reduce -2.2% 401 $355K
Councilor Wealth, LLC 0.17% No change 400 $355K
Pine Haven Investment Counsel, Inc 0.29% No change 400 $354K
American Institute for Advanced Investment Management, LLP 0.25% No change 400 $354K
Threadgill Financial, LLC 0.21% Reduce -63.6% 400 $354K
Leslie Global Wealth, LLC 0.17% New 400 $354K
nVerses Capital, LLC 0.16% New 400 $354K
Baker Ellis Asset Management LLC 0.05% No change 400 $354K
Brown Capital Management LLC 0.01% No change 399 $353K
Watershed Private Wealth LLC 0.14% New 398 $353K
Torray Investment Partners LLC 0.05% New 398 $353K
ORBA Wealth Advisors, L.L.C. 0.18% Reduce -4.1% 397 $352K
Ellsworth Advisors, LLC 0.09% Add +2.1% 396 $351K
Castleview Partners, LLC 0.20% Add +45.0% 396 $351K
USAdvisors Wealth Management, LLC 0.12% Reduce -4.6% 395 $347K
Raffa Wealth Management, LLC 0.08% No change 392 $347K
Kohmann Bosshard Financial Services, LLC 0.04% No change 390 $346K
Aspen Wealth Management LLC 0.10% Add +1.3% 390 $346K
Axiom Advisory, LLC 0.00% New 384 $345K
Granite Group Advisors, LLC 0.22% No change 389 $345K
Wick Capital Partners, LLC 0.11% Add +2.4% 389 $344K
Quaker Wealth Management, LLC 0.13% — 388 $344K
Fonville Wealth Management LLC 0.12% New 388 $343K
Ashford Capital Management Inc. 0.04% Reduce -9.4% 387 $343K
C M Bidwell & Associates Ltd. 0.21% Reduce -2.5% 385 $341K
Mountain Pacific Investment Advisers LLC 0.02% No change 385 $341K
Hoge Financial Services, LLC 0.26% Add +22.7% 384 $340K
Culbertson A N & Co. Inc. 0.05% Reduce -1.3% 384 $340K
Peak Asset Management, LLC 0.06% No change 383 $339K
Parkside Advisors LLC 0.08% No change 382 $338K
Fielder Capital Group LLC 0.11% Add +0.8% 382 $338K
Legacy Advisory Services, LLC 0.29% New 381 $338K
Enclave Advisors LLC 0.06% — 380 $337K
GG Group Ventures, LLC 0.49% Add +24.5% 427 $336K
Quad-Cities Investment Group, LLC 0.17% No change 378 $335K
Meridian Financial Advisors, LLC 0.22% No change 378 $335K
Gradient Investments LLC 0.01% Reduce -26.3% 378 $335K
Uhlmann Price Securities, LLC 0.27% — 378 $335K
Landaas & Co. /Wi 0.09% No change 377 $334K
Family Investment Center, Inc. 0.08% Add +16.7% 377 $334K
Slagle Financial, LLC 0.15% Add +2.5% 377 $334K
Kooman & Associates 0.12% Reduce -2.9% 375 $332K
Legacy Wealth Management, LLC 0.02% New 374 $332K
Guerra Pan Advisors, LLC 0.27% Add +2.5% 374 $331K
Jessup Wealth Management, Inc 0.15% Reduce -4.4% 373 $331K
Carnegie Lake Advisors LLC 0.13% — 371 $329K
Dash Acquisitions Inc. 0.08% No change 368 $329K
Valued Retirements, Inc. 0.45% No change 371 $328K
Am Investment Strategies LLC 0.08% Add +9.1% 371 $328K
Chris Bulman Inc 0.22% Add +36.2% 369 $327K
West Bancorporation Inc. 0.22% No change 369 $327K
WestHill Financial Advisors, Inc. 0.07% Reduce -5.1% 369 $327K
Leonard Rickey Investment Advisors P.L.L.C. 0.07% Reduce -2.9% 368 $326K
Burkett Financial Services, LLC 0.13% Add +0.3% 368 $326K
Rappaport Reiches Capital Management, LLC 0.09% Add +33.1% 366 $325K
Values Added Financial LLC 0.20% Add +4.9% 366 $324K
Sterling Financial Group, Inc. 0.14% Add +1.4% 366 $324K
Kelleher Financial Advisors 0.12% No change 366 $324K
Advanced Asset Management Advisors Inc 0.09% No change 358 $324K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.12% No change 402 $324K
REDW Wealth LLC 0.08% No change 363 $322K
Clarity Wealth Advisors, LLC 0.09% Add +50.6% 363 $322K
Financial Perspectives, Inc 0.11% Add +2.0% 363 $322K
Meredith Wealth Planning 0.15% Reduce -2.2% 363 $321K
MAS Advisors LLC 0.68% Reduce -4.0% 361 $320K
Halpern Financial, Inc. 0.08% Add +2.3% 358 $319K
Affinity Investment Advisors, LLC 0.22% New 360 $319K
Blue Square Asset Management, LLC 0.17% No change 360 $319K
Lakeshore Financial Planning, Inc. 0.14% New 360 $319K
MBB Public Markets I LLC 0.03% Reduce -99.4% 360 $319K
Cornerstone Management, Inc. 0.07% Reduce -2.7% 359 $318K
HFG Advisors, Inc. 0.28% No change 359 $318K
LifeSteps Financial, Inc. 0.25% Add +20.1% 359 $318K
Tucker Asset Management LLC 0.07% Reduce -26.7% 359 $318K
Level Financial Advisors 0.12% Reduce -5.3% 358 $317K
Commons Capital, LLC 0.35% Add +23.4% 358 $317K
VanderPol Investments L.L.C. 0.70% Add +3.8% 356 $315K
WINTON GROUP Ltd 0.02% Reduce -89.5% 356 $315K
Wallace Advisory Group, LLC 0.23% Reduce -2.0% 348 $315K
Bogart Wealth, LLC 0.01% Add +2.3% 355 $315K
Lanham O'Dell & Company, Inc. 0.18% No change 355 $315K
Provenance Wealth Advisors, LLC 0.04% No change 355 $315K
Sax Wealth Advisors, LLC 0.03% Reduce -1.7% 355 $315K
Crew Capital Management, Ltd 0.25% Reduce -95.6% 353 $313K
Disciplined Investments, LLC 0.15% Reduce -2.8% 353 $313K
Measured Wealth Private Client Group, LLC 0.10% Reduce -65.2% 353 $313K
Schrum Private Wealth Management LLC 0.16% New 352 $312K
Golden Road Advisors LLC 0.24% Reduce -0.3% 351 $311K
tru Independence LLC 0.09% Add +8.7% 350 $310K
TFC Financial Management, Inc. 0.05% Add +40.6% 350 $310K
FMA Wealth Management, LLC 0.22% Reduce -4.1% 350 $310K
Stordahl Capital Management, Inc. 0.07% No change 350 $310K
Lincoln Capital Corp. 0.13% Add +3.0% 349 $309K
Cannon Financial Strategists, Inc. 0.05% No change 348 $309K
Retirement Planning Group, LLC 0.02% New 346 $306K
Yarger Wealth Strategies, LLC 0.17% Add +4.2% 346 $306K
Flynn Zito Capital Management, LLC 0.15% Add +1.8% 344 $305K
KFA Private Wealth Group, LLC 0.15% Reduce -0.3% 344 $305K
RFG Holdings, Inc. 0.11% Add +5.9% 343 $304K
Gerber, LLC 0.22% No change 342 $303K
Mfa Wealth Advisors, LLC 0.07% No change 342 $303K
Capstone Capital LLC 0.25% No change 341 $302K
Glass Jacobson Investment Advisors llc 0.10% Reduce -4.8% 340 $302K
Hoey Investments, Inc. 0.06% No change 333 $301K
FSA Wealth Management LLC 0.12% — 340 $301K
James Hambro & Partners LLP 0.01% Add +3.7% 340 $301K
Camarda Financial Advisors, LLC 0.11% Add +1.2% 339 $300K
Horizons Wealth Management 0.23% No change 338 $299K
Vista Investment Management 0.11% Reduce -0.9% 338 $299K
Objective Capital Management, LLC 0.18% — 336 $298K
AllSquare Wealth Management LLC 0.17% No change 336 $298K
TruNorth Capital Management, LLC 0.09% Add +3.4% 335 $297K
One Wealth Advisors, LLC 0.05% Add +0.3% 334 $296K
Cornerstone Wealth Advisors, Inc. 0.08% Reduce -5.4% 333 $295K
M. Kulyk & Associates, LLC 0.06% Add +0.6% 333 $295K
Annapolis Financial Services, LLC 0.09% Add +0.6% 332 $294K
Gitterman Wealth Management, LLC 0.12% No change 332 $294K
Lorne Steinberg Wealth Management Inc. 0.08% No change 331 $293K
White Pine Capital LLC 0.10% No change 330 $292K
Secured Retirement Advisors, LLC 0.21% Reduce -5.8% 328 $291K
Courage Miller Partners, LLC 0.10% No change 327 $290K
Kiely Wealth Advisory Group, Inc. 0.18% No change 350 $289K
Nelson Capital Management, LLC 0.05% No change 326 $289K
Sharp Wealth Advisory, LLC 0.22% Add +5.2% 326 $289K
Goepper Burkhardt LLC 0.12% No change 326 $289K
PFS Partners, LLC 0.17% Reduce -13.3% 325 $288K
Fidelity D & D Bancorp Inc. 0.19% Reduce -5.8% 325 $288K
Twin Lakes Capital Management, LLC 0.19% No change 325 $288K
Selective Wealth Management, Inc. 0.12% No change 315 $288K
AMJ Financial Wealth Management 0.08% No change 324 $287K
Altus Wealth Group LLC 0.12% Reduce -45.4% 324 $287K
Bell Investment Advisors, Inc 0.05% Add +0.6% 324 $287K
Syntax Research, Inc. 0.19% No change 323 $286K
Veery Capital, LLC 0.11% Reduce -3.9% 323 $286K
TCP Asset Management, LLC 0.07% Add +21.9% 323 $286K
Alpha DNA Investment Management LLC 0.16% New 322 $285K
Access Financial Services, Inc. 0.13% No change 321 $284K
Campbell Wealth Management 0.03% New 320 $284K
New Harbor Financial Group, LLC 0.08% No change 320 $284K
Palisade Capital Management, LP 0.01% New 320 $284K
RIA Advisory Group LLC 0.10% — 319 $282K
Conrad Siegel Investment Advisors, Inc. 0.08% Reduce -0.3% 318 $282K
Roberts Financial Services LLC 0.05% No change 318 $282K
Curated Wealth Partners LLC 0.04% Add +1.0% 316 $280K
Columbus Macro, LLC 0.10% No change 300 $280K
Lutz Financial Services LLC 0.02% Reduce -14.4% 315 $279K
Evolution Wealth Advisors, LLC 0.05% Reduce -0.6% 315 $278K
Trillium Asset Management, LLC 0.01% Reduce -6.3% 314 $278K
Fiducient Advisors LLC 0.03% Reduce -60.0% 313 $277K
Sterneck Capital Management, LLC 0.15% No change 312 $276K
Prudent Man Advisors, LLC 0.09% New 312 $276K
Arrien Investments, Inc. 0.20% Reduce -8.0% 311 $276K
Cohen Capital Management, Inc. 0.04% New 311 $276K
Balanced Rock Investment Advisors LLC 0.21% Reduce -7.8% 308 $273K
Advance Capital Management, Inc. 0.01% No change 306 $271K
Templeton & Phillips Capital Management, LLC 0.21% No change 306 $271K
Orin Green Financial, LLC 0.12% New 306 $271K
Outlook Wealth Advisors, LLC 0.08% Add +35.4% 306 $271K
Auour Investments LLC 0.10% No change 300 $271K
Rockingstone Advisors LLC 0.13% Add +24.5% 305 $270K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.03% Add +4.8% 305 $270K
Lederer & Associates Investment Counsel 0.19% No change 305 $270K
LifePlan Investment Advisors, Inc. 0.17% No change 304 $269K
Front Row Advisors LLC 0.10% Reduce -76.1% 303 $269K
Matrix Asset Advisors Inc. 0.03% Add +1.7% 302 $268K
Centennial Wealth Advisory LLC 0.10% New 301 $267K
Stonekeep Investments, LLC 0.21% Add +5.6% 301 $267K
America First Investment Advisors, LLC 0.06% No change 301 $267K
First Personal Financial Services 0.06% Add +24.9% 301 $267K
Instrumental Wealth, LLC 0.26% Reduce -14.6% 287 $266K
Knott David M Jr 0.09% No change 300 $266K
Legend Financial Advisors, Inc. 0.18% Reduce -14.3% 300 $266K
HRC Wealth Management, LLC 0.17% No change 300 $266K
All Terrain Financial Advisors, LLC 0.10% No change 300 $266K
Tennessee Valley Asset Management Partners 0.04% Reduce -19.6% 300 $265K
Investment Advisory Services Inc. /TX 0.09% Add +3.8% 298 $264K
Noesis Capital Mangement Corp. 0.05% Reduce -3.3% 297 $263K
RE Dickinson Investment Advisors, LLC 0.15% Add +0.3% 296 $262K
Quantum Portfolio Management LLC 0.14% Add +17.0% 296 $262K
Summit Wealth & Retirement Planning, Inc. 0.08% New 296 $262K
Pflug Koory, LLC 0.02% — 296 $262K
Pacific Wealth Strategies Group, Inc. 0.19% No change 295 $261K
Tobias Financial Advisors, Inc. 0.05% Add +2.8% 295 $261K
Beirne Wealth Consulting Services, LLC 0.09% No change 294 $260K
Coppell Advisory Solutions LLC 0.04% Reduce -98.9% 296 $260K
Goldstone Financial Group, LLC 0.05% Reduce -35.0% 293 $260K
Ground Swell Capital, LLC 0.37% New 293 $260K
Security National Bank 0.04% No change 293 $260K
Capital Counsel LLC 0.01% Add +2.5% 292 $259K
Rockbridge Investment Management, LCC 0.03% No change 289 $256K
Mandatum Life Insurance Co Ltd 0.08% No change 288 $255K
Sepio Capital, LP 0.02% New 288 $255K
Horizon Bancorp Inc. 0.12% Reduce -1.4% 288 $255K
Kellett Wealth Advisors, LLC 0.18% Reduce -79.1% 287 $254K
NDWM LLC 0.21% No change 286 $253K
XR Securities LLC 1.64% No change 285 $252K
Mattern Capital Management, LLC 0.03% No change 285 $252K
BCK Partners, Inc. 0.12% No change 284 $252K
Madrona Financial Services, LLC 0.07% Add +12.3% 282 $250K
Rock Point Advisors, LLC 0.07% Reduce -10.0% 280 $248K
Objectivity Squared, LLC 0.17% No change 276 $248K
Shikiar Asset Management Inc. 0.07% No change 280 $248K
Kraft, Davis & Associates, LLC 0.07% No change 293 $248K
Phillips Wealth Planners LLC 0.24% Reduce -0.4% 270 $247K
IMS Capital Management 0.11% No change 279 $247K
Dodds Wealth, LLC 0.08% No change 271 $247K
ACT Advisors, LLC. 0.12% Add +5.3% 278 $246K
EntryPoint Capital, LLC 0.14% New 278 $246K
Citizens & Northern Corp. 0.07% No change 278 $246K
NDVR, Inc. 0.25% Reduce -7.9% 279 $245K
Absolute Capital Management, LLC 0.15% Reduce -1.8% 276 $245K
Carrera Capital Advisors 0.06% New 275 $244K
National Wealth Management Group, LLC 0.16% Reduce -73.9% 274 $243K
WD Rutherford LLC 0.12% Add +17.1% 274 $243K
Blue Zone Wealth Advisors, LLC 0.08% New 274 $243K
Beacon Financial Advisory LLC 0.08% Add +15.7% 272 $241K
Sunesis Advisors, LLC 0.14% No change 271 $240K
Alesco Advisors, LLC, An ESL Co 0.01% Add +0.8% 270 $239K
Mason Investment Advisory Services, Inc. 0.01% Reduce -5.6% 269 $239K
Mainstream Capital Management LLC 0.20% — 269 $238K
Carolinas Wealth Consulting LLC 0.04% Reduce -16.3% 268 $237K
SRH Advisors, LLC 0.07% No change 267 $237K
Sage Investment Advisers LLC 0.25% No change 266 $236K
Power Wealth Management LLC 0.10% Add +10.4% 266 $236K
MWA Asset Management 0.16% Reduce -0.4% 265 $235K
DDFG, Inc 0.07% No change 264 $234K
SK Wealth Management, LLC 0.12% — 298 $234K
Paragon Capital Management LLC 0.12% New 263 $233K
Goodwin Investment Advisory 0.10% Add +5.2% 263 $233K
Acima Private Wealth, LLC 0.08% Reduce -26.3% 263 $233K
Ellenbecker Investment Group 0.04% Reduce -39.4% 262 $232K
Mraz, Amerine & Associates, Inc. 0.04% New 262 $232K
Financial Partners Group, LLC 0.09% Reduce -9.7% 262 $232K
Total Investment Management Inc. 0.03% Add +10.1% 261 $231K
Lafayette Investments, Inc. 0.05% Reduce -8.8% 260 $230K
FreeGulliver LLC 0.14% New 260 $230K
Compass Capital Management, Inc. 0.01% No change 260 $230K
Ade, LLC 0.14% No change 259 $229K
25 LLC 0.10% Add +3.2% 259 $229K
BKM Wealth Management, LLC 0.09% New 259 $229K
Cedar Wealth Management, LLC 0.07% Reduce -40.3% 259 $229K
Hobbs Group Advisors, LLC 0.08% No change 259 $229K
1858 Wealth Management, LLC 0.19% Reduce -20.4% 258 $229K
Strategic Point Investment Advisors, LLC 0.04% No change 258 $229K
First Community Trust NA 0.19% Add +4.9% 257 $228K
Ackerman Capital Advisors, LLC 0.06% No change 257 $228K
Paradigm, Strategies in Wealth Management, LLC 0.15% Reduce -9.3% 255 $226K
Tradewinds Capital Management, LLC 0.06% Reduce -5.6% 255 $226K
Morling Financial Advisors, LLC 0.09% Add +0.4% 254 $225K
O'Connor Financial Group LLC 0.12% Reduce -1.6% 253 $224K
Waterfront Wealth Inc. 0.05% New 248 $224K
Gen-Wealth Partners Inc 0.10% Reduce -23.3% 264 $224K
Iron Gate Global Advisors LLC 0.03% Add +0.4% 252 $224K
FMB Wealth Management 0.13% No change 252 $223K
Allied Investment Advisors, LLC 0.04% Reduce -6.3% 252 $223K
Everstar Asset Management, LLC 0.15% — 251 $222K
Prism Advisors, Inc. 0.06% No change 251 $222K
Adamsbrown Wealth Consultants LLC 0.08% New 251 $222K
Harbor Group, Inc. 0.05% No change 250 $222K
Stonehearth Capital Management, LLC 0.09% Reduce -5.7% 250 $221K
Financial Insights, Inc. 0.07% Reduce -16.4% 250 $221K
Litman Gregory Wealth Management LLC 0.02% No change 250 $221K
Montz Harcus Wealth Management LLC 0.13% Reduce -0.4% 249 $221K
Uptick Partners, LLC 0.09% Reduce -7.1% 249 $221K
Benchmark Investment Advisors LLC 0.16% No change 249 $221K
Flagstone Financial Management 0.07% New 248 $220K
1620 Investment Advisors, Inc. 0.16% Add +4.6% 248 $219K
Kelly Lawrence W & Associates Inc. 0.05% No change 247 $219K
Sierra Capital LLC 0.03% No change 247 $219K
Duncan Williams Asset Management, LLC 0.12% New 247 $219K
Cahill Financial Advisors Inc. 0.03% Add +11.8% 247 $219K
Biltmore Wealth Management, LLC 0.09% Add +2.1% 246 $218K
Koa Wealth Management, LLC 0.17% Add +2.9% 246 $218K
Shared Vision Wealth Group LLC 0.12% Add +0.4% 246 $218K
Alpha Financial Partners LLC 0.15% Reduce -46.4% 245 $217K
Ehrlich Financial Group 0.15% Add +3.8% 245 $217K
Kirtland Hills Capital Management, LLC 0.12% New 244 $217K
Heartwood Wealth Advisors LLC 0.02% Reduce -15.0% 244 $216K
Well Done, LLC 0.04% Reduce -37.9% 243 $215K
Elite Life Management LLC 0.70% Add +2.1% 242 $215K
SGL Investment Advisors, Inc. 0.11% — 272 $214K
Safeguard Financial, LLC 0.05% New 241 $214K
Blue Investment Partners LLC 0.09% No change 240 $213K
Silicon Valley Capital Partners 0.03% No change 239 $212K
Lifestyle Asset Management, Inc. 0.12% Reduce -4.4% 239 $212K
Schneider Downs Wealth Management Advisors, LP 0.04% Reduce -0.8% 239 $212K
Northern Capital Management, Inc. 0.13% No change 238 $211K
Schwarz Dygos Wheeler Investment Advisors LLC 0.05% Add +5.3% 237 $210K
Jim Saulnier & Associates, LLC 0.21% — 237 $210K
Second Half Financial Partners, LLC 0.11% New 237 $210K
Arbor Investment Advisors, LLC 0.03% No change 237 $210K
Opes Wealth Management LLC 0.04% Add +0.4% 236 $209K
Riversedge Advisors, LLC 0.05% Reduce -5.2% 235 $208K
Mountain Capital Investment Advisors Inc. 0.05% Add +6.7% 254 $208K
Bullseye Investment Management, LLC 0.12% Reduce -17.3% 249 $207K
McCarthy & Cox 0.08% New 233 $207K
Banco BTG Pactual S.A. 0.05% New 233 $206K
Creegan & Nassoura Financial Group, LLC 0.13% New 232 $206K
Martin & Co. Inc. 0.05% No change 232 $206K
Long Run Wealth Advisors, LLC 0.05% Add +0.4% 232 $206K
My Legacy Advisors, LLC 0.08% Reduce -8.0% 231 $205K
Bridgewealth Advisory Group, LLC 0.07% New 230 $204K
Mainstay Capital Management LLC 0.03% New 229 $203K
Peak Financial Management, Inc. 0.06% Reduce -45.2% 229 $203K
Arkos Global Advisors 0.03% Reduce -17.4% 228 $202K
Paragon Financial Partners, Inc. 0.15% No change 228 $202K
Carroll Investors, Inc 0.13% New 228 $202K
Abbot Financial Management, Inc. 0.10% No change 228 $202K
SeaBridge Investment Advisors LLC 0.05% No change 227 $201K
Second Line Capital, LLC 0.05% New 227 $201K
IRON Financial LLC 0.11% Reduce -23.3% 227 $201K
Creekmur Asset Management LLC 0.05% No change 226 $200K
Clay Northam Wealth Management, LLC 0.14% No change 226 $200K
Charles Schwab Trust Co 0.02% Reduce -21.8% 226 $200K
Sachetta, LLC 0.08% Reduce -2.2% 225 $199K
Cranbrook Wealth Management, LLC 0.04% Add +0.5% 220 $195K
Sugarloaf Wealth Management, LLC 0.03% No change 220 $195K
Kennebec Savings Bank 0.19% — 219 $194K
BBJS Financial Advisors, LLC 0.07% No change 215 $190K
Bruce G. Allen Investments, LLC 0.15% Reduce -30.6% 213 $189K
Bellevue Asset Management, LLC 0.09% No change 200 $177K
Northwest Capital Management Inc 0.06% No change 200 $177K
Ulland Investment Advisors, LLC 0.13% Reduce -6.5% 200 $177K
New Millennium Group LLC 0.11% Reduce -2.0% 198 $175K
Transcendent Capital Group LLC 0.09% Reduce -14.4% 196 $174K
Towne Trust Company, N.A 0.06% No change 188 $167K
POM Investment Strategies, LLC 0.13% Reduce -19.8% 186 $165K
Stephens Consulting, LLC 0.04% Add +4.5% 186 $165K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 175 $155K
Morton Brown Family Wealth, LLC 0.05% Add +260.4% 173 $153K
LFA - Lugano Financial Advisors SA 0.10% Add +9.2% 167 $148K
Mb, Levis & Associates, LLC 0.07% No change 166 $147K
Cape Investment Advisory, Inc. 0.06% Reduce -3.0% 164 $145K
Financial Network Wealth Advisors LLC 0.12% Add +0.6% 161 $143K
Stone House Investment Management, LLC 0.03% Reduce -19.9% 161 $142K
Abound Wealth Management 0.05% Add +5.4% 157 $139K
Dynamic Wealth Strategies, LLC 0.11% Reduce -7.7% 156 $138K
Private Wealth Management Group, LLC 0.05% Reduce -1.3% 153 $136K
Ashburton (Jersey) Ltd 0.05% No change 153 $135K
Semmax Financial Advisors Inc. 0.04% Reduce -1.2% 161 $132K
Briaud Financial Planning Inc 0.07% No change 146 $129K
REAP Financial Group, LLC 0.03% Add +208.5% 145 $128K
Mendota Financial Group, LLC 0.06% Reduce -48.6% 143 $127K
Carolina Wealth Advisors, LLC 0.06% Add +71.6% 139 $123K
SWAN Capital LLC 0.06% Add +1.5% 138 $122K
Wormser Freres Gestion 0.07% No change 136 $121K
First Pacific Financial 0.03% No change 130 $115K
Pinnacle Holdings, LLC 0.05% New 127 $113K
FSC Wealth Advisors, LLC 0.08% No change 125 $111K
FWL Investment Management, LLC 0.04% No change 124 $110K
Pin Oak Investment Advisors Inc. 0.10% Add +22.4% 120 $106K
Valued Wealth Advisors LLC 0.07% Reduce -4.1% 117 $104K
Cornerstone Planning Group LLC 0.03% Reduce -9.5% 114 $103K
Activest Wealth Management 0.03% Add +132.0% 116 $103K
Davis Capital Management 0.08% Add +4.5% 116 $103K
True Wealth Design, LLC 0.04% Reduce -22.7% 116 $103K
WealthCollab, LLC 0.07% No change 114 $101K
Planning Capital Management Corp 0.07% Reduce -70.1% 112 $99K
Morgan Dempsey Capital Management LLC 0.03% Add +382.6% 111 $99K
BOK Financial Private Wealth, Inc. 0.01% No change 110 $97K
Aviso Financial Inc. 0.00% Add +2.9% 108 $96K
Tanglewood Legacy Advisors, LLC 0.04% No change 104 $92K
Miller Wealth Advisors, LLC 0.05% No change 100 $92K
Clear Point Advisors Inc. 0.07% No change 100 $89K
Northwest Bank & Trust Co 0.07% No change 100 $89K
Aspect Partners, LLC 0.05% No change 99 $88K
Bay Harbor Wealth Management, LLC 0.03% Reduce -4.2% 92 $82K
Itau Unibanco Holding S.A. 0.00% Reduce -96.7% 92 $82K
Cypress Capital Management LLC (WY) 0.08% No change 82 $73K
Winch Advisory Services, LLC 0.02% No change 82 $73K
Values First Advisors, Inc. 0.04% New 78 $69K
Caitlin John, LLC 0.04% Add +102.5% 81 $65K
Richardson Financial Services Inc. 0.04% Add +7.6% 71 $64K
Denver PWM, LLC 0.02% Reduce -46.2% 71 $63K
Family CFO Inc 0.04% Reduce -4.0% 71 $63K
Toth Financial Advisory Corp. 0.01% Add +11.9% 66 $58K
Caldwell Sutter Capital, Inc. 0.03% No change 66 $58K
West Financial Advisors, LLC 0.01% New 65 $58K
Hara Capital LLC 0.04% New 65 $58K
Hoese & Co LLP 0.05% No change 65 $58K
Unique Wealth Strategies, LLC 0.02% Add +28.0% 64 $57K
Heck Capital Advisors, LLC 0.01% No change 56 $50K
Creative Capital Management Investments LLC 0.02% No change 52 $46K
Redmont Wealth Advisors LLC 0.07% No change 51 $45K
St. Johns Investment Management Company, LLC 0.02% Reduce -54.0% 51 $45K
Broadwater Capital Management LLC 0.03% No change 50 $45K
Western Pacific Wealth Management, LP 0.03% No change 50 $45K
Tidemark, LLC 0.02% No change 50 $44K
O'Brien Wealth Partners LLC 0.01% Reduce -9.6% 47 $42K
Cedar Mountain Advisors, LLC 0.01% Add +53.3% 46 $41K
Lipe & Dalton 0.02% Reduce -19.6% 45 $40K
EnRich Financial Partners LLC 0.01% Reduce -23.6% 42 $37K
Main Street Group, LTD 0.02% Reduce -20.8% 42 $37K
Blume Capital Management, Inc. 0.01% Add +60.0% 40 $35K
Manitou Investment Management Ltd. 0.01% No change 40 $35K
Proffitt & Goodson Inc. 0.01% Reduce -33.9% 39 $35K
IMA Advisory Services, Inc. 0.01% New 39 $35K
MidAtlantic Capital Management, Inc. 0.02% New 34 $30K
Breakwater Investment Management 0.01% No change 33 $29K
Iron Horse Wealth Management, LLC 0.01% No change 33 $29K
Peterson Financial Group, Inc. 0.10% New 30 $27K
MeadowBrook Investment Advisors LLC 0.02% Add +73.3% 26 $23K
Highline Wealth Partners LLC 0.01% Reduce -19.4% 25 $22K
Authentikos Wealth Advisory, LLC 0.02% New 25 $22K
Thompson Investment Management, Inc. 0.00% No change 25 $22K
JDM Financial Group LLC 0.01% Add +60.0% 24 $21K
PayPay Securities Corp 1.81% Add +53.3% 23 $20K
TD Capital Management LLC 0.00% Add +120.0% 22 $20K
Painted Porch Advisors LLC 0.01% No change 20 $18K
Vermillion & White Wealth Management Group, LLC 0.01% Add +90.0% 19 $17K
Northwest Financial Advisors 0.01% New 18 $16K
DecisionPoint Financial, LLC 0.00% No change 16 $14K
Kozak & Associates, Inc. 0.00% No change 15 $14K
Citizens National Bank Trust Department 0.00% No change 15 $13K
New England Capital Financial Advisors LLC 0.01% No change 14 $13K
Pacific Center for Financial Services 0.00% No change 14 $12K
Teachers Insurance & Annuity Association of America 0.02% — 14 $12K
Talon Private Wealth, LLC 0.00% — 13 $12K
FPC Investment Advisory, Inc. 0.01% No change 12 $11K
Macroview Investment Management LLC 0.01% Add +100.0% 12 $11K
Rogco, LP 0.00% No change 12 $11K
Pension & Wealth Management Advisors, Inc. 0.01% New 11 $10K
Berkshire Capital Holdings Inc. 0.00% Reduce -99.9% 10 $9K
Slocum, Gordon & Co LLP 0.00% No change 10 $9K
Steph & Co. 0.00% Reduce -83.3% 10 $9K
Disciplina Capital Management LLC 0.00% Reduce -98.5% 10 $9K
WestEnd Advisors, LLC 0.00% Reduce -10.0% 9 $8K
Fairman Group, LLC 0.01% No change 8 $7K
Red Tortoise LLC 0.00% No change 7 $6K
Lummis Asset Management, LP 0.01% No change 6 $5K
Sanctuary Wealth Management, L.L.C. 0.00% No change 6 $5K
SYSTM Wealth Solutions LLC 0.13% — 5 $4K
Longfellow Investment Management Co. LLC 0.00% No change 5 $4K
Robinswood Financial LLC 0.00% No change 5 $4K
CGC Financial Services, LLC 0.00% No change 4 $4K
Ruedi Wealth Management, Inc. 0.00% Reduce -55.6% 4 $4K
Pathway Financial Advisers, LLC 0.00% Add +92759.9% 1,022,388 $1K
Infrastructure Capital Advisors, LLC 0.00% New 1 $886
PEAK6 Investments LLC 0.00% Reduce -50.0% 1 $603
Y.D. More Investments Ltd 0.00% Add +9.7% 136 $332

"% of holder's portfolio" is LLY's weight in each manager's 13F, not the share of Eli Lilly & Co. the manager owns.