Lam ResearchLRCX

13F holders, Q3 2025 (September 30)
2,077holders +233
319new positions
90sold out
14famous investors
$133.97avg. 13F price*

At the end of Q3 2025, 2,077 institutions reported holding Lam Research Corp. (LRCX) in their 13F filings, up 233 from Q2 2025. 319 opened new positions and 90 sold out. The largest holders were Vanguard Group Inc. ($17.5B), BlackRock, Inc. ($16.6B) and State Street Corp. ($8.0B). 14 famous investors held it, including Jeremy Grantham (3.7% of GMO's portfolio), Philippe Laffont (3.3% of Coatue Management's portfolio) and Chase Coleman (2.2% of Tiger Global Management's portfolio).

Company
Lam Research Corp.
Sector
Technology
CUSIP
512807306
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,000 Q1 2024: 3Q1 2024Q2 2024: 5Q2 2024Q3 2024: 132Q3 2024Q4 2024: 1,607Q4 2024Q1 2025: 1,758Q1 2025Q2 2025: 1,844Q2 2025Q3 2025: 2,077Q3 2025Q4 2025: 2,362Q4 2025Q1 2026: 2,620Q1 2026Q2 2026: 3,116Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions319$624.1M
Exits90$349.5M

All 13F filers, Q2 2025 → Q3 2025: 72,500,909 shares bought and 91,239,377 shares sold, net −18,738,468 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,077 holders

Vanguard Group Inc. 0.26% Add +0.3% 130,974,214 $17.5B
BlackRock, Inc. 0.29% Add +1.7% 124,258,984 $16.6B
State Street Corp. 0.28% Add +0.5% 59,817,352 $8.0B
Geode Capital Management, LLC 0.29% Reduce -0.5% 33,620,755 $4.5B
JPMorgan Chase & Co. 0.26% Reduce -26.3% 29,944,849 $4.0B
Ameriprise Financial Inc. 0.78% Reduce -16.8% 25,315,029 $3.4B
FMR LLC 0.16% Reduce -9.0% 23,352,526 $3.1B
Invesco Ltd. 0.45% Add +18.2% 21,182,948 $2.8B
Morgan Stanley 0.16% Add +4.2% 19,861,515 $2.7B
Northern Trust Corp. 0.25% Add +0.0% 14,576,854 $2.0B
Goldman Sachs Group Inc. 0.27% Add +0.0% 13,907,551 $1.9B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.37% Reduce -15.0% 12,742,924 $1.7B
Bank of America Corp. 0.11% Reduce -3.7% 11,436,779 $1.5B
Arrowstreet Capital, Limited Partnership 0.96% Add +781.3% 11,340,865 $1.5B
Nordea Investment Management AB 1.33% Add +6.8% 11,312,752 $1.5B
Legal & General Group Plc 0.33% Add +1.9% 11,088,344 $1.5B
Nuveen, LLC 0.38% Add +15.8% 10,652,467 $1.4B
Artisan Partners Limited Partnership 2.05% Add +7.9% 10,630,266 $1.4B
Bank of New York Mellon Corp 0.25% Reduce -1.9% 10,408,045 $1.4B
Barclays PLC 0.51% Add +32.3% 10,238,578 $1.4B
Coatue Management 3.27% Reduce -5.3% 9,954,492 $1.3B
GMO 3.72% Add +1.6% 9,834,011 $1.3B
Amundi 0.41% Reduce -21.3% 8,479,494 $1.3B
Janus Henderson Group PLC 0.53% Add +16.1% 8,613,330 $1.2B
Charles Schwab Investment Management Inc. 0.17% Reduce -14.4% 7,748,620 $1.0B
UBS Group AG 0.19% Reduce -24.8% 7,424,564 $994.1M
Pictet Asset Management Holding SA 0.88% Reduce -23.1% 6,783,663 $908.2M
Franklin Resources Inc. 0.22% Add +1.3% 6,439,487 $862.2M
Alkeon Capital Management LLC 3.88% Reduce -24.5% 6,420,456 $859.7M
Dimensional Fund Advisors LP 0.18% Reduce -0.9% 6,310,907 $844.8M
Wells Fargo & Company 0.15% Reduce -7.8% 5,353,517 $716.8M
Tiger Global Management 2.18% No change 5,260,328 $704.4M
Deutsche Bank AG 0.23% Add +5.3% 5,120,589 $685.6M
Massachusetts Financial Services Co. 0.20% Add +8.1% 4,860,685 $650.8M
First Trust Advisors LP 0.48% Add +25.2% 4,809,914 $644.0M
Van Eck Associates Corp. 0.57% Reduce -25.6% 4,571,540 $612.1M
California Public Employees Retirement System 0.36% Add +108.7% 4,526,099 $606.0M
Voya Investment Management LLC 0.68% Add +48.9% 4,445,681 $594.6M
Citigroup Inc. 0.40% Reduce -27.1% 4,262,176 $570.7M
Royal Bank of Canada 0.10% Add +5.9% 4,164,801 $557.7M
Swiss National Bank 0.29% Reduce -5.1% 3,687,200 $493.7M
Alliancebernstein L.P. 0.15% Reduce -3.0% 3,628,923 $485.9M
Envestnet Asset Management Inc. 0.14% Add +3.6% 3,620,779 $484.8M
Rafferty Asset Management, LLC 1.54% Reduce -25.2% 3,555,418 $476.1M
AQR Capital Management 0.30% Add +138.6% 3,541,230 $472.3M
National Pension Service 0.37% Add +2.8% 3,518,046 $471.1M
Bridgewater Associates 1.82% Add +111.4% 3,463,980 $463.8M
Canada Pension Plan Investment Board 0.31% Add +54.5% 3,347,057 $448.2M
Sumitomo Mitsui Trust Group, Inc. 0.25% Add +0.7% 3,258,535 $436.3M
Swedbank AB 0.44% Add +3.6% 3,255,637 $435.9M
HSBC Holdings PLC 0.25% Add +5.9% 3,222,662 $429.6M
PNC Financial Services Group, Inc. 0.25% Reduce -0.6% 3,056,283 $409.2M
Citadel Advisors 0.33% Reduce -52.2% 3,046,220 $407.9M
T. Rowe Price Associates Inc. 0.04% Reduce -56.0% 3,028,670 $405.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.29% Reduce -2.1% 2,961,248 $396.5M
Polar Capital Holdings Plc 1.85% Add +105.3% 2,856,262 $382.5M
BNP Paribas Financial Markets 0.29% Reduce -36.6% 2,706,329 $362.4M
Oaktop Capital Management Ii, L.P. 32.59% No change 2,691,460 $360.4M
American Century Companies Inc. 0.18% Add +20.4% 2,654,347 $355.4M
Capital Research Global Investors 0.07% Add +0.5% 2,633,281 $352.6M
DNB Asset Management AS 1.30% Reduce -17.2% 2,600,095 $348.2M
Caisse de depot et placement du Quebec 0.62% Add +164.0% 2,568,579 $343.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.88% Add +35.1% 2,541,627 $339.7M
National Bank of Canada 0.38% Add +15.1% 2,481,819 $332.3M
Rhumbline Advisers 0.26% Reduce -4.1% 2,456,179 $328.9M
Allianz Asset Management GmbH 0.40% Add +4.7% 2,426,727 $324.9M
TD Asset Management Inc 0.26% Reduce -17.9% 2,422,589 $324.4M
NorthCoast Asset Management LLC 1.24% Reduce -2.3% 2,377,790 $318.5M
Prudential Financial Inc. 0.34% Add +57.0% 2,151,464 $288.1M
Principal Financial Group Inc. 0.14% Reduce -10.7% 2,138,949 $286.4M
Neuberger Berman Group LLC 0.21% Add +14.6% 2,136,753 $285.6M
Russell Investments Group, Ltd. 0.32% Add +22.4% 2,089,066 $279.2M
Raymond James Financial Inc. 0.09% Reduce -24.4% 2,075,696 $277.9M
California State Teachers Retirement System 0.28% Add +0.4% 2,053,954 $275.0M
Acadian Asset Management LLC 0.46% Add +22.5% 1,951,402 $261.3M
Robeco Institutional Asset Management B.V. 0.38% Add +4.3% 1,934,252 $259.0M
Victory Capital Management Inc. 0.15% Add +0.5% 1,898,837 $254.3M
Bank of Montreal 0.11% Add +32.3% 1,852,401 $248.0M
William Blair Investment Management, LLC 0.64% Reduce -3.4% 1,843,616 $246.9M
ProShare Advisors LLC 0.52% Reduce -18.8% 1,840,806 $246.5M
Jacobs Levy Equity Management, Inc. 0.95% Add +146.1% 1,779,716 $238.3M
M&G PLC 1.30% Reduce -4.6% 1,752,251 $234.8M
Epoch Investment Partners, Inc. 1.27% Reduce -16.3% 1,721,172 $230.5M
AustralianSuper Pty Ltd 1.09% Add +429.4% 1,720,424 $230.4M
Blue Whale Capital LLP 12.60% Reduce -9.5% 1,701,496 $227.8M
Truist Financial Corp. 0.30% Add +119.6% 1,676,637 $224.5M
Millennium Management 0.18% Reduce -14.0% 1,667,393 $223.3M
Bank Julius Baer & Co. Ltd, Zurich 0.63% Reduce -39.8% 1,660,024 $222.3M
Mackenzie Financial Corp. 0.26% Reduce -6.2% 1,631,993 $218.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.36% Reduce -17.9% 1,585,703 $212.3M
Heard Capital LLC 10.30% Reduce -9.5% 1,585,240 $212.3M
Bank of Nova Scotia 0.38% Add +41.5% 1,585,023 $212.2M
Corient Private Wealth LP 0.33% Reduce -15.0% 1,549,888 $207.5M
Man Group plc 0.41% Add +37.2% 1,548,658 $207.4M
Worldquant Millennium Advisors LLC 0.89% Add +41.8% 1,535,005 $205.5M
New York State Common Retirement Fund 0.27% Reduce -4.7% 1,533,945 $205.4M
Two Sigma Investments, LP 0.33% Add +402.5% 1,527,072 $204.5M
FIL Ltd 0.15% Reduce -79.7% 1,441,352 $193.0M
1832 Asset Management L.P. 0.33% Add +350.5% 1,438,076 $192.6M
Jane Street Group, LLC 0.23% Add +6167.0% 1,431,382 $191.7M
Ensign Peak Advisors, Inc 0.31% Add +41.3% 1,418,680 $190.0M
KBC Group NV 0.46% Add +67.1% 1,418,627 $190.0M
Lord, Abbett & Co. LLC 0.59% Reduce -18.7% 1,413,753 $189.3M
Adage Capital Partners Gp, L.L.C. 0.30% Reduce -0.8% 1,397,320 $187.1M
LPL Financial LLC 0.05% Add +2.8% 1,337,656 $179.1M
Two Sigma Advisers, LP 0.35% Add +283.3% 1,316,200 $176.2M
HM Payson & Co. 2.49% Reduce -0.0% 1,292,706 $173.1M
Mirae Asset Global Investments Co., Ltd. 0.54% Reduce -0.3% 1,290,408 $172.8M
Andra AP-fonden 2.17% Add +90.9% 1,267,495 $169.7M
Danske Bank A/S 0.42% Reduce -5.4% 1,259,576 $168.7M
Captrust Financial Advisors 0.34% Add +1.8% 1,243,904 $166.6M
Manufacturers Life Insurance Company, The 0.13% Reduce -12.3% 1,191,080 $159.5M
State Board of Administration of Florida Retirement System 0.28% Reduce -6.4% 1,190,717 $159.4M
Sei Investments Co. 0.17% Reduce -61.7% 1,167,020 $156.3M
Korea Investment CORP 0.31% Add +17.2% 1,141,393 $152.8M
Candriam S.C.A. 0.78% Add +8.0% 1,112,155 $148.9M
HighTower Advisors, LLC 0.17% Add +1.2% 1,089,194 $145.8M
Homestead Advisers Corp 3.42% Reduce -5.5% 1,073,800 $143.8M
NZS Capital, LLC 4.39% Add +1.6% 1,071,186 $143.4M
New York State Teachers Retirement System 0.28% Add +2.2% 1,067,446 $142.9M
Menora Mivtachim Holdings LTD. 0.72% No change 1,059,280 $141.8M
Aviva PLC 0.25% Add +6.3% 1,028,640 $137.7M
Aberdeen Group plc 0.21% Reduce -1.4% 999,283 $133.8M
Panagora Asset Management Inc. 0.54% Add +19.6% 995,521 $133.3M
Mariner, LLC 0.17% Add +0.3% 978,956 $131.1M
Montrusco Bolton Investments Inc. 1.49% Reduce -61.9% 975,201 $127.7M
DJE Kapital AG 3.05% No change 1,294,931 $125.8M
Treasurer of the State of North Carolina 0.39% Add +33.7% 934,067 $125.1M
Clal Insurance Enterprises Holdings Ltd 0.94% Add +5.5% 918,000 $123.3M
Mitsubishi UFJ Trust & Banking Corp 0.27% Add +2.1% 918,220 $122.9M
Erste Asset Management GmbH 1.18% Reduce -35.4% 932,922 $122.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.20% Reduce -15.7% 908,123 $121.3M
Healthcare of Ontario Pension Plan Trust Fund 0.23% Add +84.5% 905,594 $121.3M
Eventide Asset Management, LLC 1.99% Reduce -9.3% 904,695 $120.9M
Tidal Investments LLC 0.51% Add +400.6% 899,924 $120.5M
Guggenheim Capital LLC 0.85% Add +2.5% 854,013 $114.4M
Storebrand Asset Management As 0.30% Add +8.2% 838,563 $112.3M
Associated Banc-Corp 2.95% Reduce -13.6% 836,296 $112.0M
Toronto Dominion Bank 0.22% Add +7.4% 827,157 $110.8M
Assenagon Asset Management S.A. 0.16% Reduce -23.6% 821,003 $109.9M
Glenmede Investment Management, LP 0.53% Reduce -7.7% 817,043 $109.4M
Stifel Financial Corp. 0.10% Reduce -2.2% 814,463 $109.1M
Public Sector Pension Investment Board 0.40% Add +110.1% 803,009 $107.5M
Jennison Associates LLC 0.06% Reduce -5.7% 796,608 $106.7M
Balyasny Asset Management L.P. 0.22% Add +585.2% 796,418 $106.6M
Quantinno Capital Management LP 0.29% Add +46.9% 782,122 $104.7M
AXA Investment Managers S.A. 0.28% — 776,141 $103.9M
Schroder Investment Management Group 0.08% Reduce -12.6% 765,873 $102.6M
Crosslink Capital Inc. 7.43% Reduce -6.5% 763,237 $102.2M
Susquehanna International Group, LLP 0.15% Reduce -7.9% 757,488 $101.4M
Los Angeles Capital Management LLC 0.33% Reduce -41.5% 733,352 $98.2M
Parnassus Investments, LLC 0.22% Reduce -3.8% 700,715 $93.8M
Northwestern Mutual Wealth Management Co. 0.06% Reduce -5.4% 700,285 $93.8M
Royal London Asset Management Ltd. 0.20% Reduce -1.7% 699,037 $93.6M
State of Wisconsin Investment Board 0.21% Add +1.5% 695,918 $93.2M
ING Groep NV 0.49% Add +0.5% 679,988 $91.1M
APG Asset Management N.V. 0.25% No change 796,023 $90.7M
Natixis Advisors, LLC 0.13% Add +0.3% 669,303 $89.6M
Boston Partners 0.09% Reduce -79.3% 662,354 $88.9M
Jupiter Asset Management Ltd. 0.76% Reduce -13.9% 659,760 $88.3M
Chevy Chase Trust Holdings, LLC 0.24% Reduce -4.4% 654,367 $87.6M
KLP Kapitalforvaltning As 0.35% Reduce -3.2% 651,680 $87.4M
Squarepoint Ops LLC 0.18% Add +250.0% 647,436 $86.7M
Baird Financial Group, Inc. 0.14% Reduce -3.3% 645,845 $86.5M
Federated Hermes, Inc. 0.15% Add +96.9% 624,326 $83.6M
Mercer Global Advisors Inc. 0.14% Add +21.1% 623,529 $83.5M
Wedge Capital Management L L P 1.41% Add +24767.6% 622,436 $83.3M
Vaughan David Investments LLC 1.77% Reduce -1.4% 611,996 $81.9M
Handelsbanken Fonder AB 0.26% Add +15.2% 610,794 $81.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.07% Add +2.6% 604,110 $80.9M
Pinebridge Investments, L.P. 0.60% Add +32.6% 601,857 $80.6M
Teewinot Capital Advisers, L.L.C. 6.26% Reduce -30.4% 601,195 $80.5M
Asset Management One Co., Ltd. 0.23% Add +8.3% 598,637 $80.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.52% Reduce -1.4% 598,175 $80.1M
Pacer Advisors, Inc. 0.21% Add +168.4% 593,148 $79.4M
Public Employees Retirement System of Ohio 0.25% Add +7.2% 592,874 $79.4M
Creative Planning 0.06% Add +6.8% 583,818 $78.2M
Platinum Investment Management Ltd. 4.98% Reduce -21.5% 575,369 $77.0M
Teacher Retirement System of Texas 0.31% Add +40.7% 570,446 $76.4M
Skandinaviska Enskilda Banken AB (publ) 0.30% Reduce -8.7% 564,163 $75.5M
Empowered Funds, LLC 0.75% Add +111.6% 552,202 $73.9M
NEOS Investment Management LLC 0.55% Add +60.6% 547,605 $73.3M
NewEdge Wealth, LLC 1.04% Reduce -0.2% 440,001 $72.6M
Swiss Life Asset Management Ltd 0.38% Add +1.6% 540,813 $72.4M
D. E. Shaw & Co. 0.06% Add +226.1% 540,717 $72.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.17% Reduce -18.4% 539,222 $72.2M
Credit Agricole S A 0.24% — 534,727 $71.6M
Nomura Asset Management Co. Ltd. 0.18% Reduce -14.4% 529,025 $70.8M
STRS Ohio 0.26% Reduce -6.0% 525,226 $70.3M
Nisa Investment Advisors, LLC 0.27% Reduce -3.8% 517,078 $69.4M
Cerity Partners LLC 0.11% Add +16.2% 517,526 $69.3M
Macquarie Group Ltd. 0.08% Add +132.6% 516,553 $69.2M
Castleark Management LLC 1.89% Reduce -3.5% 504,120 $67.5M
Value Aligned Research Advisors, LLC 1.55% Add +3.8% 500,863 $67.1M
Flputnam Investment Management Co. 0.99% Add +5.3% 496,854 $66.5M
Mn Services Vermogensbeheer B.V. 0.42% Add +1.2% 487,940 $65.3M
Trybe Capital Management LP 13.21% Add +42.3% 478,246 $64.0M
Capital Fund Management S.A. 0.64% Add +3439.1% 477,808 $64.0M
Aware Super Pty Ltd as trustee of Aware Super 0.86% Reduce -1.6% 465,301 $62.3M
Forsta Ap-Fonden 0.37% Add +15.6% 463,800 $62.1M
State Farm Mutual Automobile Insurance Co. 0.05% No change 455,360 $61.0M
State of New Jersey Common Pension Fund D 0.22% Add +4.0% 450,862 $60.4M
Focus Partners Wealth 0.10% Add +1.5% 449,637 $60.2M
Nicholas Company, Inc. 1.01% No change 442,540 $59.3M
Nissay Asset Management Corp. /Japan 0.33% Reduce -4.7% 442,405 $59.2M
ARS Investment Partners, LLC 3.88% Reduce -10.8% 439,100 $58.8M
Atalanta Sosnoff Capital, LLC 1.12% Reduce -35.3% 435,106 $58.3M
Resona Asset Management Co.,Ltd. 0.28% Reduce -6.9% 435,042 $58.1M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2.12% Add +0.7% 433,563 $58.1M
Woodline Partners LP 0.27% New 428,638 $57.4M
Clearbridge Investments, LLC 0.04% Add +4.9% 428,185 $57.3M
Triple Frond Partners LLC 6.24% Reduce -39.5% 427,890 $57.3M
Commonwealth Equity Services, LLC 0.07% Reduce -17.1% 426,094 $57.1M
Pinnacle Associates Ltd. 0.75% Reduce -10.9% 424,777 $56.9M
Vest Financial, LLC 0.74% Add +51.8% 420,915 $56.4M
Cetera Investment Advisers 0.06% Add +11.6% 414,856 $55.5M
Guinness Asset Management LTD 0.88% Reduce -15.1% 422,112 $55.3M
Lansforsakringar Fondforvaltning AB (publ) 0.28% Add +3.4% 409,542 $54.8M
US Bancorp \de 0.06% Reduce -1.3% 408,205 $54.7M
State of Tennessee, Department of Treasury 0.18% Add +5.6% 400,892 $53.7M
Aspex Management (HK) Ltd 1.14% New 399,641 $53.5M
Wellington Management Group LLP 0.01% Reduce -13.4% 398,912 $53.4M
CIBC Asset Management Inc 0.15% Reduce -0.7% 394,526 $52.8M
Fisher Asset Management 0.02% Reduce -12.6% 392,792 $52.6M
Nearwater Capital Markets, Ltd 0.70% Add +22.0% 390,400 $52.3M
Burney Co./ 1.60% Add +16.0% 376,281 $50.4M
MetLife Investment Management, LLC 0.24% Reduce -2.4% 374,785 $50.2M
Arizona State Retirement System 0.27% Reduce -0.4% 373,547 $50.0M
State of Michigan Retirement System 0.24% Reduce -1.5% 371,600 $49.8M
CI Investments Inc. 0.18% Add +54.6% 370,402 $49.6M
Appaloosa 0.67% Reduce -7.5% 370,000 $49.5M
Cibc World Market Inc. 0.10% Add +39.4% 366,854 $49.1M
Lido Advisors, LLC 0.20% Add +1.3% 365,586 $49.0M
Janney Montgomery Scott LLC 0.12% Add +3.8% 364,821 $48.9M
Voloridge Investment Management, LLC 0.16% Add +305.1% 364,324 $48.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.42% Reduce -1.4% 359,860 $48.2M
Xponance LLC 0.38% Add +0.1% 355,976 $47.7M
Penserra Capital Management LLC 0.57% Add +40.8% 353,460 $47.3M
Allspring Global Investments Holdings, LLC 0.07% Add +31.5% 324,481 $46.3M
Daiwa Securities Group Inc. 0.16% Add +15.0% 342,616 $45.9M
Skye Global Management LP 0.92% Reduce -53.0% 342,000 $45.8M
Calamos Advisors LLC 0.27% Add +0.3% 336,428 $45.0M
Crestwood Advisors Group, LLC 0.75% Add +1.3% 326,945 $43.8M
Czech National Bank 0.30% Add +2.8% 321,442 $43.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.33% Add +84.6% 318,464 $42.6M
Wealth Enhancement Advisory Services, LLC 0.06% Reduce -6.4% 300,913 $42.2M
Ceredex Value Advisors LLC 0.98% Reduce -15.1% 314,949 $42.2M
Moneta Group Investment Advisors LLC 0.33% Add +17.9% 314,403 $42.1M
Trexquant Investment LP 0.43% Add +62.7% 314,095 $42.1M
Thrivent Financial for Lutherans 0.08% Add +142.8% 305,141 $40.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.20% Reduce -3.1% 303,922 $40.7M
Empire Life Investments Inc. 2.38% Reduce -9.7% 303,507 $40.6M
Aptus Capital Advisors, LLC 0.37% Add +663.6% 301,531 $40.4M
Shelton Capital Management 0.86% Add +71.7% 301,020 $40.3M
Dana Investment Advisors, Inc. 1.18% Reduce -1.2% 300,742 $40.3M
Ieq Capital, LLC 0.12% Add +64.5% 300,321 $40.2M
Williams Jones Wealth Management, LLC. 0.45% No change 294,764 $39.5M
Vontobel Holding Ltd. 0.12% Reduce -0.6% 289,265 $38.7M
Marshall Wace, LLP 0.04% Reduce -80.9% 286,294 $38.3M
Zurich Insurance Group Ltd 0.27% Reduce -74.6% 285,332 $38.2M
Assetmark, Inc. 0.08% Add +5.3% 284,257 $38.1M
Schonfeld Strategic Advisors LLC 0.26% Add +56.9% 283,033 $37.9M
Amalgamated Bank 0.27% Add +0.8% 280,690 $37.6M
Adams Diversified Equity Fund, Inc. 1.25% Reduce -2.1% 278,000 $37.2M
Holocene Advisors, LP 0.09% Reduce -69.6% 276,208 $37.0M
Retirement Systems of Alabama 0.12% Reduce -1.6% 269,980 $36.2M
McGuire Investment Group, LLC 4.09% Reduce -8.9% 269,611 $36.1M
Neville Rodie & Shaw Inc. 2.58% Reduce -15.2% 266,754 $35.7M
Spinecap SAS 15.62% Reduce -20.4% 265,049 $35.5M
Wealth Architects, LLC 3.33% Add +0.0% 263,440 $35.3M
Voleon Capital Management LP 0.86% Add +219.0% 262,419 $35.1M
Deroy & Devereaux Private Investment Counsel Inc. 1.76% Reduce -0.7% 261,242 $35.0M
Comerica Bank 0.13% Add +6.3% 260,120 $34.8M
Varma Mutual Pension Insurance Co 0.22% Add +8.7% 258,830 $34.7M
Pathstone Holdings, LLC 0.13% Add +1.0% 258,516 $34.6M
GF Fund Management Co. LTD. 0.62% No change 254,752 $34.1M
Nomura Holdings Inc. 0.17% Add +157.4% 254,687 $34.1M
Lazard Asset Management LLC 0.05% Add +11.0% 252,030 $33.7M
Banco Santander, S.A. 0.30% Add +19.6% 251,765 $33.7M
Gradient Investments LLC 0.56% Add +2.9% 251,593 $33.7M
Manchester Global Management (UK) Ltd 4.41% Add +13.6% 250,436 $33.5M
Coldstream Capital Management Inc. 0.45% Add +51.0% 248,784 $33.3M
IFM Investors Pty Ltd 0.29% Reduce -0.4% 254,591 $32.7M
UniSuper Management Pty Ltd 0.20% Reduce -1.9% 242,055 $32.4M
Rockefeller Capital Management L.P. 0.06% Reduce -14.0% 241,661 $32.4M
Osaic Holdings, Inc. 0.05% Add +9.7% 283,981 $32.2M
Gotham Asset Management 0.14% Add +251.2% 237,177 $31.8M
Nippon Life Global Investors Americas, Inc. 1.33% Add +4.1% 235,330 $31.6M
QRG Capital Management, Inc. 0.38% Reduce -55.8% 234,261 $31.4M
Harbor Island Capital LLC 13.23% Reduce -28.9% 230,800 $30.9M
Zacks Investment Management 0.24% Add +0.5% 229,727 $30.8M
USS Investment Management Ltd 0.15% No change 228,909 $30.6M
Huntington National Bank 0.25% Reduce -4.6% 227,209 $30.4M
Phoenix Financial Ltd. 0.36% Reduce -4.2% 221,700 $29.7M
CIBC Bancorp USA Inc. 0.18% — 221,433 $29.6M
Four Tree Island Advisory LLC 18.45% Reduce 0.0% 234,542 $28.9M
Verition Fund Management LLC 0.17% Reduce -14.0% 212,335 $28.4M
Utah Retirement Systems 0.27% Reduce -0.1% 211,203 $28.3M
CloudAlpha Capital Management Limited/Hong Kong 2.53% New 210,200 $28.1M
Badgley Phelps Wealth Managers, LLC 0.59% Reduce -4.2% 207,936 $27.9M
Quantbot Technologies LP 0.76% Add +235.1% 207,778 $27.8M
Police & Firemen's Retirement System of New Jersey 0.22% Add +6.2% 206,286 $27.6M
Vanguard Personalized Indexing Management, LLC 0.28% Add +1.6% 205,971 $27.6M
Foster Victor Wealth Advisors, LLC 1.71% Reduce -19.2% 188,306 $27.5M
Paradiem, LLC 6.40% Reduce -0.4% 204,930 $27.4M
Summit Street Capital Management, LLC 3.75% Reduce -27.9% 204,252 $27.4M
MML Investors Services, LLC 0.07% Add +40.0% 200,228 $26.8M
Baker Avenue Asset Management, LP 0.64% Reduce -2.4% 199,887 $26.8M
Fiera Capital Corp 0.09% Add +111.1% 199,787 $26.8M
Connor, Clark & Lunn Investment Management Ltd. 0.08% New 199,238 $26.7M
Braun Stacey Associates Inc. 0.86% Reduce -22.9% 196,658 $26.3M
Fuller & Thaler Asset Management, Inc. 0.09% Reduce -15.0% 196,649 $26.3M
iA Global Asset Management Inc. 0.36% Add +34.3% 196,287 $26.3M
Munich Reinsurance Co Stock Corp in Munich 0.66% — 196,091 $26.3M
Federation des caisses Desjardins du Quebec 0.10% Add +27.9% 186,025 $24.9M
New York Life Investment Management LLC 0.22% Reduce -3.4% 185,780 $24.9M
Raiffeisen Bank International AG 0.33% Add +12.0% 188,844 $24.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.14% Reduce -50.4% 184,052 $24.6M
Ethic Inc. 0.40% Reduce -1.9% 183,751 $24.6M
O'shaughnessy Asset Management, LLC 0.14% Add +14.1% 182,060 $24.4M
Eldred Rock Partners, LLC 6.08% Add +12.1% 181,603 $24.4M
OP Asset Management Ltd 0.32% Add +1.3% 179,449 $24.0M
Natixis 0.13% Reduce -82.3% 179,268 $24.0M
Artemis Investment Management LLP 0.30% Reduce -74.3% 177,725 $23.8M
Profund Advisors LLC 0.77% Add +0.5% 175,823 $23.5M
Hudson Bay Capital Management LP 0.16% New 174,700 $23.4M
Jump Financial, LLC 0.31% Add +274.9% 173,743 $23.3M
Benjamin Edwards Inc. 0.26% Add +8.0% 173,266 $23.2M
Generate Investment Management Ltd 1.18% Reduce -62.2% 172,994 $23.2M
Cozad Asset Management Inc. 1.83% Add +0.5% 172,005 $23.0M
Aquatic Capital Management LLC 0.42% Reduce -40.4% 169,799 $22.7M
Sustainable Insight Capital Management, LLC 7.13% New 169,480 $22.7M
Mutual of America Capital Management LLC 0.24% Reduce -6.2% 169,260 $22.7M
Advisory Services Network, LLC 0.33% Add +2.9% 167,082 $22.4M
ExodusPoint Capital Management, LP 0.31% Add +197.2% 166,782 $22.3M
Linscomb Wealth, Inc. 0.96% Reduce -0.8% 165,656 $22.2M
Public Employees Retirement Association of Colorado 0.08% Reduce -2.5% 164,565 $22.0M
J.P. Marvel Investment Advisors, LLC 3.20% Reduce -0.1% 164,378 $22.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.18% Add +5.1% 162,968 $21.8M
Silvercrest Asset Management Group LLC 0.14% Reduce -34.0% 161,929 $21.7M
Hosking Partners LLP 0.78% Reduce -0.1% 160,155 $21.4M
Envestnet Portfolio Solutions, Inc. 0.08% Add +3.3% 159,762 $21.4M
Van Hulzen Asset Management, LLC 1.59% Add +0.3% 159,434 $21.3M
Louisiana State Employees Retirement System 0.36% Reduce -1.4% 158,700 $21.2M
AEGON ASSET MANAGEMENT UK Plc 0.25% New 157,045 $21.0M
Nemes Rush Group LLC 2.08% Add +1.1% 156,690 $21.0M
Banque Pictet & Cie SA 0.21% Reduce -14.2% 156,614 $21.0M
Jain Global LLC 0.29% Add +75.7% 155,945 $20.9M
Freestone Grove Partners LP 0.16% Reduce -78.6% 155,910 $20.9M
Fifth Third Bancorp 0.07% Reduce -0.1% 153,453 $20.5M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -7.2% 152,664 $20.4M
Capco Asset Management, LLC 4.75% Reduce -38.9% 152,219 $20.4M
Napean Trading & Investment Co (Singapore) PTE Ltd 3.95% Add +22.4% 151,712 $20.3M
Canada Post Corp Registered Pension Plan 0.89% Add +623.2% 153,315 $20.1M
Yousif Capital Management, LLC 0.21% Reduce -7.2% 147,445 $19.7M
Oregon Public Employees Retirement Fund 0.25% Add +30.9% 144,656 $19.4M
Kestra Advisory Services, LLC 0.09% Reduce -5.2% 144,253 $19.3M
Walleye Capital LLC 0.17% Reduce -30.8% 140,547 $18.8M
First Citizens Bank & Trust Co. 0.41% Add +8.0% 140,433 $18.8M
First Merchants Corp. 0.70% Reduce -11.4% 139,324 $18.7M
Horizon Investments, LLC 0.24% Add +48.4% 137,224 $18.4M
Tower Bridge Advisors 1.86% Reduce -1.1% 137,057 $18.4M
Optiver Holding B.V. 0.30% Add +150922.2% 135,920 $18.2M
State of Alaska, Department of Revenue 0.19% Reduce -5.9% 135,373 $18.1M
NewEdge Advisors, LLC 0.08% Add +34.0% 134,726 $18.0M
Mizuho Markets Americas LLC 0.38% New 134,000 $17.9M
Genus Capital Management Inc. 2.08% Reduce -10.2% 133,560 $17.9M
Generali Asset Management SPA SGR 0.37% Add +14.3% 130,721 $17.5M
Weiss Asset Management LP 0.31% New 130,150 $17.4M
Crossmark Global Holdings, Inc. 0.26% Add +12.6% 128,608 $17.2M
Wealthfront Advisers LLC 0.04% Add +6.7% 128,132 $17.2M
LSV Asset Management 0.04% Add +31.9% 126,948 $17.0M
Cullen/Frost Bankers, Inc. 0.20% Reduce -2.8% 126,438 $16.9M
Vinva Investment Management Ltd 0.33% Reduce -16.2% 128,092 $16.8M
Cwm, LLC 0.05% Add +84.2% 124,283 $16.6M
J. Goldman & Co LP 0.63% New 124,164 $16.6M
Hancock Whitney Corp. 0.30% Add +1766.1% 124,059 $16.6M
HB Wealth Management, LLC 0.11% Add +0.3% 123,999 $16.6M
Great Lakes Advisors, LLC 0.14% Add +0.1% 123,167 $16.5M
Vident Advisory, LLC 0.16% Add +155.8% 122,415 $16.4M
Carderock Capital Management Inc. 3.95% Add +2.6% 121,370 $16.3M
GAM Holding AG 1.00% Reduce -16.4% 120,436 $16.1M
Baker Ellis Asset Management LLC 1.99% Reduce -2.0% 120,412 $16.1M
Midwest Trust Co 0.21% Reduce -1.5% 119,201 $16.0M
ASR Vermogensbeheer N.V. 0.19% Reduce -0.4% 119,159 $16.0M
Groupama Asset Managment 0.24% Add +22.9% 118,579 $15.9M
Avanza Fonder AB 0.41% Add +3.7% 118,465 $15.9M
GDS Wealth Management 1.04% Add +7.2% 118,110 $15.8M
Level Four Advisory Services, LLC 0.54% Reduce -12.6% 117,547 $15.7M
TruWealth Advisors, LLC 0.79% New 117,446 $15.7M
Sienna Gestion 1.10% Add +52.0% 128,660 $15.7M
Gateway Investment Advisers LLC 0.15% Reduce -3.3% 116,696 $15.6M
Laffer Tengler Investments, Inc. 2.93% Add +18.4% 116,397 $15.6M
Sanctuary Advisors, LLC 0.09% Reduce -12.7% 114,527 $15.3M
Fusion Capital, LLC 4.43% Reduce -3.9% 96,602 $15.2M
Larson Financial Group LLC 0.53% Add +163.8% 111,689 $15.0M
Stratos Wealth Partners, LTD. 0.18% Add +10.2% 111,531 $14.9M
Polar Asset Management Partners Inc. 0.43% Reduce -49.9% 109,619 $14.7M
Winmill & Co. Inc. 3.54% No change 109,000 $14.6M
Livforsakringsbolaget Skandia, Omsesidigt 0.57% Add +2.1% 108,550 $14.6M
Texas Capital Bank Wealth Management Services Inc 1.17% Add +8.9% 106,214 $14.2M
Norinchukin Bank, The 0.19% Add +0.1% 106,075 $14.2M
Systematic Alpha Investments, LLC 0.46% No change 104,381 $14.0M
Parkwood LLC 1.36% New 104,015 $13.9M
Motley Fool Asset Management LLC 0.58% Add +27.3% 104,001 $13.9M
Jackson Wealth Management, LLC 1.39% Add +1.7% 103,993 $13.9M
Nilsine Partners, LLC 1.25% Reduce -4.7% 103,698 $13.9M
&partners 0.09% Add +19.4% 102,200 $13.8M
Teamwork Financial Advisors, LLC 1.49% New 102,144 $13.7M
Synergy Asset Management, LLC 0.49% New 101,581 $13.6M
MUFG Securities EMEA plc 0.34% Add +2576.5% 101,225 $13.6M
Teachers Retirement System of the State of Kentucky 0.10% No change 100,721 $13.5M
Violich Capital Management, Inc. 1.60% No change 100,250 $13.4M
Black Creek Investment Management Inc. 0.63% Reduce -15.3% 100,112 $13.4M
Baldwin Investment Management, LLC 1.53% Reduce -1.7% 100,028 $13.4M
Insight Wealth Strategies, LLC 1.57% Reduce -7.6% 99,378 $13.3M
King Luther Capital Management Corp. 0.06% Add +1.2% 99,041 $13.3M
Arkadios Wealth Advisors 0.32% Add +99.6% 98,828 $13.2M
Exchange Traded Concepts, LLC 0.13% Add +66.3% 98,241 $13.2M
Glenview Trust Co 0.21% Add +0.7% 98,234 $13.2M
Harber Asset Management LLC 4.83% Reduce -25.4% 97,606 $13.1M
Fiduciary Trust Co 0.15% Reduce -1.0% 97,455 $13.0M
Apriem Advisors 1.23% Reduce -3.4% 97,305 $13.0M
Advisors Capital Management, LLC 0.16% Reduce -0.7% 96,372 $12.9M
LMCG Investments, LLC 0.75% Reduce -2.8% 95,507 $12.8M
Turtle Creek Wealth Advisors, LLC 1.14% Add +8.3% 95,404 $12.8M
Taylor Hoffman Capital Management LLC 4.02% Add +0.3% 95,245 $12.8M
Capitolis Liquid Global Markets LLC 0.10% No change 95,000 $12.7M
NatWest Group plc 3.14% New 94,825 $12.7M
D.A. Davidson & Co. 0.08% Reduce -11.1% 93,743 $12.6M
Maplelane Capital, LLC 0.59% New 92,000 $12.3M
Venture Visionary Partners LLC 0.42% Reduce -3.4% 91,664 $12.3M
Heron Bay Capital Management 2.26% Reduce -0.6% 90,333 $12.1M
B. Metzler seel. Sohn & Co. AG 0.11% Reduce -53.1% 90,329 $12.1M
LMR Partners LLP 0.23% Reduce -46.4% 88,143 $11.8M
J. Stern & Co. LLP 0.89% Add +148.3% 88,094 $11.8M
Science & Technology Partners, L.P. 3.33% Reduce -45.5% 87,700 $11.7M
W.G. Shaheen & Associates DBA Whitney & Co 1.06% Reduce -1.3% 87,635 $11.7M
Arvest Bank Trust Division 0.65% Reduce -30.4% 87,356 $11.7M
Steward Partners Investment Advisory, LLC 0.07% Reduce -4.6% 87,266 $11.7M
Ashton Thomas Private Wealth, LLC 0.30% Add +13.3% 85,557 $11.5M
Moran Wealth Management, LLC 0.35% Add +1309.9% 85,677 $11.5M
McBroom & Associates, LLC 5.45% Reduce -4.2% 85,574 $11.5M
Advisors Asset Management, Inc. 0.19% Add +13.8% 85,247 $11.4M
M&T Bank Corp 0.04% Reduce -15.3% 84,797 $11.4M
Kwmg, LLC 0.99% Reduce -0.7% 84,397 $11.3M
Aviance Capital Partners, LLC 1.33% Add +0.7% 83,871 $11.2M
SummitTX Capital, L.P. 0.47% Reduce -16.4% 83,501 $11.2M
South Dakota Investment Council 0.22% Reduce -45.5% 83,394 $11.2M
Carret Asset Management, LLC 1.08% Reduce -0.7% 83,018 $11.1M
Rench Wealth Management, Inc. 3.24% Reduce -0.6% 82,529 $11.1M
Jones Financial Companies LLLP 0.01% Add +46.9% 85,277 $10.9M
Allworth Financial LP 0.05% Reduce -8.6% 80,703 $10.8M
Central Bank & Trust Co. 1.70% Add +0.5% 80,491 $10.8M
B. Riley Wealth Advisors, Inc. 0.52% Add +1.5% 80,464 $10.8M
Naples Global Advisors, LLC 0.84% Reduce -0.5% 80,144 $10.8M
Kentucky Retirement Systems 0.30% Reduce -2.6% 80,281 $10.7M
Sava Infond d.o.o. 1.51% Add +5.8% 79,650 $10.7M
Modera Wealth Management, LLC 0.12% Reduce -4.5% 79,625 $10.7M
Diversify Wealth Management, LLC 0.61% Reduce -1.0% 65,757 $10.6M
Seizert Capital Partners, LLC 0.46% Reduce -33.4% 78,716 $10.5M
Prospera Financial Services Inc 0.18% Add +10.3% 78,497 $10.5M
U.S. Capital Wealth Advisors, LLC 0.28% Add +1178.9% 77,934 $10.4M
Fulcrum Capital LLC 2.14% Reduce -0.2% 77,851 $10.4M
Dark Forest Capital Management LP 0.39% Add +124.6% 77,802 $10.4M
Illinois Municipal Retirement Fund 0.13% Reduce -4.3% 77,389 $10.4M
Himension Capital (singapore) Pte. LTD. 0.63% Reduce -10.8% 76,718 $10.3M
First Manhattan Co. Llc. 0.03% Add +39.2% 75,934 $10.2M
Prudential PLC 0.07% Add +7.0% 76,057 $10.2M
Sterling Capital Management LLC 0.15% Add +12.2% 75,926 $10.2M
Ravenswood Partners LP 3.20% — 75,636 $10.1M
Tritonpoint Wealth, LLC 0.87% Reduce -0.9% 75,468 $10.1M
Employees Retirement System of Texas 0.10% Add +59.5% 75,560 $10.1M
Pittenger & Anderson Inc. 0.37% Add +4.8% 75,019 $10.0M
Trivest Advisors Ltd 0.32% New 75,000 $10.0M
Employees Provident Fund Board 0.08% Reduce -44.4% 75,000 $10.0M
MAI Capital Management 0.06% Add +9.6% 74,968 $10.0M
United Capital Financial Advisors, LLC 0.07% Add +0.1% 74,870 $10.0M
Vestcor Inc 0.30% Add +46.2% 74,502 $10.0M
Hartford Investment Management Co. 0.30% Reduce -3.9% 74,129 $9.9M
Liontrust Investment Partners LLP 0.14% Add +18.7% 74,068 $9.9M
Sierra Summit Advisors LLC 1.50% Reduce -20.4% 73,659 $9.9M
Sitrin Capital Management LLC 4.73% Reduce -1.5% 73,500 $9.9M
Institute for Wealth Management, LLC. 1.02% Reduce 0.0% 73,472 $9.8M
Professional Advisory Services Inc. 1.16% Reduce -16.1% 72,810 $9.7M
Sequoia Financial Advisors, LLC 0.06% Add +6.8% 71,643 $9.6M
Tredje AP-fonden 0.08% New 70,981 $9.5M
Occudo Quantitative Strategies LP 1.15% Reduce -23.8% 70,563 $9.4M
Viking Fund Management LLC 1.13% Reduce -34.6% 70,000 $9.4M
Investment Management Corp of Ontario 0.14% Reduce -35.6% 69,962 $9.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.19% Add +185.0% 69,549 $9.3M
Orion Porfolio Solutions, LLC 0.07% Add +14.6% 69,218 $9.3M
Mizuho Securities USA LLC 0.19% Add +4.3% 92,180 $9.2M
Brevan Howard Capital Management LP 0.13% Reduce -43.0% 67,703 $9.1M
Hennion & Walsh Asset Management, Inc. 0.33% Add +12.3% 67,463 $9.0M
Caxton Associates LLP 0.25% Reduce -69.3% 67,229 $9.0M
Daiichi Life Insurance Co., Ltd. 0.22% Add +13.6% 66,843 $9.0M
Park Avenue Securities LLC 0.07% Add +8.7% 66,389 $8.9M
Commerce Bank 0.05% Add +2.5% 65,899 $8.8M
Northwest Bancshares, Inc. 1.46% Reduce -7.2% 65,783 $8.8M
Whittier Trust Co. 0.10% Reduce -1.3% 60,402 $8.8M
Stanley-Laman Group, Ltd. 1.25% New 65,637 $8.8M
Gulf International Bank (UK) Ltd 0.28% Reduce -1.6% 64,785 $8.7M
Boothbay Fund Management, LLC 0.23% New 64,659 $8.7M
Morton Community Bank 2.00% Reduce -1.2% 54,954 $8.7M
Maytus Capital Management, LLC 1.84% Reduce -49.5% 64,034 $8.6M
Amica Mutual Insurance Co. 0.79% Reduce -15.3% 63,912 $8.6M
Maryland State Retirement & Pension System 0.18% Add +2.6% 63,773 $8.5M
Strategic Global Advisors, LLC 1.29% New 63,578 $8.5M
Private Advisor Group, LLC 0.04% Reduce -2.3% 63,506 $8.5M
Johnson Financial Group, Inc. 0.32% Add +2.0% 62,792 $8.4M
Caisse Des Depots Et Consignations 0.36% Reduce -5.3% 62,621 $8.4M
Tower Research Capital LLC (TRC) 0.23% Add +16.1% 62,178 $8.3M
Marshall & Sullivan Inc. 3.86% Reduce -4.8% 62,111 $8.3M
Soltis Investment Advisors LLC 0.57% Reduce -1.7% 61,444 $8.2M
EFG Asset Management (North America) Corp. 1.06% Add +6.7% 61,272 $8.2M
Zweig-DiMenna Associates LLC 0.64% Reduce -2.3% 61,249 $8.2M
Securian Asset Management, Inc. 0.22% Reduce -8.5% 61,121 $8.2M
Siemens Fonds Invest GmbH 0.45% Reduce -2.6% 60,915 $8.2M
UMB Bank, n.a. 0.12% Reduce -2.2% 60,103 $8.0M
Valley National Advisers Inc. 1.24% Add +38.7% 60,019 $8.0M
Heartland Advisors Inc. 0.42% Reduce -14.2% 59,909 $8.0M
Atria Investments, Inc 0.09% Reduce -24.3% 59,184 $7.9M
Means Investment Co., Inc. 0.68% Reduce -3.8% 59,071 $7.9M
Fort Sheridan Advisors LLC 1.03% Reduce -1.8% 58,847 $7.9M
Bailard, Inc. 0.17% Add +0.0% 58,782 $7.9M
New Mexico Educational Retirement Board 0.24% Reduce -3.8% 57,830 $7.7M
River Wealth Advisors LLC 0.90% Reduce -0.3% 57,724 $7.7M
Oak Associates Ltd. 0.47% No change 57,638 $7.7M
F/m Investments LLC 0.30% Reduce -2.9% 57,385 $7.7M
Silvant Capital Management LLC 0.26% Reduce -8.6% 56,772 $7.6M
Farmers Trust Co. 1.31% Add +30.1% 56,710 $7.6M
Pacifica Partners Inc. 2.70% Reduce -0.9% 52,933 $7.6M
NorthCrest Asset Manangement, LLC 0.18% Add +1.6% 53,531 $7.5M
AE Wealth Management LLC 0.05% Add +26.6% 55,967 $7.5M
Rockline Wealth Management, LLC 1.55% Add +9.6% 55,763 $7.5M
Principal Securities, Inc. 0.12% Add +8.3% 55,475 $7.4M
Blair William & Co. 0.02% Add +15.6% 55,406 $7.4M
OMERS ADMINISTRATION Corp 0.05% No change 55,394 $7.4M
E. Ohman J:or Asset Management AB 0.17% No change 53,757 $7.2M
Ameritas Investment Partners, Inc. 0.22% Reduce -0.4% 53,746 $7.2M
Metis Global Partners, LLC 0.17% Reduce -5.6% 53,718 $7.2M
GC Wealth Management RIA, LLC 0.24% Add +147.0% 53,647 $7.2M
Van Lanschot Kempen Investment Management N.V. 0.06% Reduce -24.4% 53,564 $7.2M
Stiles Financial Services Inc 2.26% Add +2.6% 53,495 $7.2M
Fisher Funds Management LTD 0.19% No change 53,433 $7.2M
APG Asset Management US Inc. 0.05% No change 49,925 $7.1M
Socorro Asset Management LP 2.68% Reduce -26.3% 53,225 $7.1M
NJ State Employees Deferred Compensation Plan 0.78% Reduce -6.5% 52,960 $7.1M
Kingsview Wealth Management, LLC 0.11% Reduce -1.8% 52,916 $7.1M
BLI - Banque de Luxembourg Investments 0.21% Add +23.6% 54,000 $7.1M
Wealthcare Advisory Partners LLC 0.15% Reduce -3.5% 52,881 $7.1M
Ballentine Partners, LLC 0.10% Reduce -0.5% 52,494 $7.0M
Midwest Professional Planners, LTD. 1.71% Add +0.3% 52,479 $7.0M
Groupe la Francaise 0.10% Add +1.4% 52,766 $7.0M
Bar Harbor Wealth Management 0.42% Reduce -3.9% 52,391 $7.0M
Guinness Atkinson Asset Management Inc 3.33% Reduce -23.1% 53,404 $7.0M
Azzad Asset Management Inc. 0.69% Add +1.5% 52,279 $7.0M
Twin Tree Management, LP 0.33% Reduce -61.0% 52,132 $7.0M
PFG Advisors 0.28% Add +4.6% 51,744 $6.9M
Montag A & Associates Inc. 0.32% Add +1.7% 51,644 $6.9M
Greenleaf Trust 0.06% Add +2.1% 51,597 $6.9M
Rodgers Brothers Inc. 0.85% No change 51,475 $6.9M
Banque Cantonale Vaudoise 0.26% Reduce -2.4% 51,441 $6.9M
Nikulski Financial, Inc. 1.73% Reduce -1.6% 51,341 $6.9M
Bokf, NA 0.10% Add +1.1% 51,148 $6.8M
V-Square Quantitative Management LLC 1.13% Add +3.6% 50,055 $6.7M
HRT Financial LP 0.02% New 50,048 $6.7M
Crown Advisors Management, Inc. 4.48% No change 50,000 $6.7M
China Universal Asset Management Co., Ltd. 0.55% Add +42.4% 49,911 $6.7M
Capital Investment Advisors, LLC 0.11% Add +6.9% 49,937 $6.7M
Plato Investment Management Ltd 0.45% Add +1.9% 50,308 $6.7M
Beacon Pointe Advisors, LLC 0.06% Reduce -29.1% 49,763 $6.7M
Integrated Wealth Concepts LLC 0.06% Add +0.1% 49,668 $6.7M
Empirical Finance, LLC 0.31% Add +5.1% 49,076 $6.6M
Argent Trust Co 0.23% Reduce -4.8% 48,901 $6.5M
Summit Trail Advisors, LLC 0.09% Add +24.5% 48,521 $6.5M
Elemental Capital Partners LLC 3.67% — 48,500 $6.5M
Columbia Bank 1.81% Add +0.5% 44,842 $6.5M
CWA Asset Management Group, LLC 0.24% Add +87.2% 47,597 $6.4M
Scott & Selber, Inc. 1.62% Reduce -1.4% 47,551 $6.4M
VestGen Advisors, LLC 0.21% Add +158.2% 47,330 $6.3M
American Trust Investment Advisors, LLC 3.25% Reduce -5.0% 47,132 $6.3M
Harbour Capital Advisors, LLC 1.29% Reduce -2.3% 44,850 $6.3M
Diversify Advisory Services, LLC 0.21% Add +6.0% 38,840 $6.3M
Allstate Corp. 0.14% Add +1672.5% 46,352 $6.2M
Keybank National Association 0.02% Reduce -6.7% 46,348 $6.2M
Conning Inc. 0.22% Reduce -21.1% 46,275 $6.2M
FAS Wealth Partners, Inc. 0.42% Add +3.4% 46,152 $6.2M
Kintegral Advisory, LLC 0.52% Reduce -0.5% 45,957 $6.2M
Driehaus Capital Management LLC 0.04% Reduce -92.1% 45,663 $6.1M
Pine Valley Investments Ltd Liability Co 0.32% Reduce -28.2% 45,613 $6.1M
Entropy Technologies, LP 0.45% New 45,295 $6.1M
Perigon Wealth Management, LLC 0.12% Add +5.7% 45,021 $6.0M
Prime Capital Investment Advisors, LLC 0.08% Reduce -6.7% 44,891 $6.0M
Mission Wealth Management, LP 0.12% Reduce -6.0% 44,576 $6.0M
CCM Investment Advisers LLC 0.59% Reduce -5.2% 44,555 $6.0M
Camarda Financial Advisors, LLC 2.19% Add +66.5% 44,422 $5.9M
New Age Alpha Advisors, LLC 0.25% Reduce -1.2% 44,372 $5.9M
Morningstar Investment Management LLC 0.22% Add +1720.5% 44,365 $5.9M
NRI Wealth Management LC 3.12% Add +80.0% 43,543 $5.8M
Foundations Investment Advisors, LLC 0.08% Reduce -40.3% 43,264 $5.8M
Tokio Marine Asset Management Co. Ltd. 0.21% Add +2.0% 43,136 $5.8M
Westerkirk Capital Inc. 0.66% Reduce -9.4% 43,120 $5.8M
Hohimer Wealth Management, LLC 0.81% Reduce -11.2% 43,098 $5.8M
Linden Thomas Advisory Services, LLC 0.58% Add +1.5% 42,450 $5.7M
Sanders Morris Harris LLC 0.76% New 42,420 $5.7M
Mather Group, Llc. 0.06% Reduce -3.9% 42,309 $5.7M
Knollwood Investment Advisory, LLC 0.51% Add +0.6% 42,236 $5.7M
Brentview Investment Management LLC 2.58% Reduce -12.9% 42,207 $5.7M
Peregrine Investment Management Inc. 2.77% Reduce -58.5% 42,080 $5.6M
Fifth Third Wealth Advisors LLC 0.21% Reduce -3.2% 41,938 $5.6M
Progressive Investment Management Corp 1.36% Reduce -0.8% 41,869 $5.6M
MIG Capital, LLC 0.82% Add +32.4% 41,595 $5.6M
Independent Advisor Alliance 0.14% Add +2.3% 41,524 $5.6M
Greenland Capital Management LP 0.89% New 41,225 $5.5M
Quadrant Capital Group LLC 0.18% Add +0.6% 41,055 $5.5M
Mubadala Investment Co PJSC 0.03% New 41,003 $5.5M
Cetera Trust Company, N.A 3.06% Reduce -0.6% 40,760 $5.5M
BNC Wealth Management, LLC 1.38% New 40,756 $5.5M
University of Texas/Texas Am Investment Management Co. 0.79% New 40,526 $5.4M
Abn Amro Investment Solutions 0.11% Reduce -8.8% 40,477 $5.4M
Asio Capital, LLC 0.81% Add +4.7% 40,461 $5.4M
LGT Fund Management Co Ltd. 0.44% Reduce -2.0% 37,855 $5.4M
Northwestern Mutual Investment Management Company, LLC 0.08% Reduce -1.1% 40,337 $5.4M
Merit Financial Group, LLC 0.05% Add +11.5% 40,159 $5.4M
Intrust Bank NA 0.45% Reduce -0.3% 39,982 $5.4M
GTS Securities LLC 0.21% Add +1051.0% 39,930 $5.3M
Caprock Group, LLC 0.13% — 53,117 $5.3M
Bristlecone Advisors, LLC 0.44% Reduce -3.3% 39,304 $5.3M
Traynor Capital Management, Inc. 0.30% Add +1188.7% 39,278 $5.3M
Lombard Odier Asset Management (Europe) Ltd 0.39% Reduce -75.3% 39,227 $5.3M
CIBC Private Wealth Group LLC 0.01% Reduce -15.8% 39,048 $5.2M
Trifecta Capital Advisors, LLC 0.79% Add +471.9% 38,830 $5.2M
Strategic Financial Services, Inc. 0.26% Reduce -0.5% 38,629 $5.2M
Fred Alger Management, LLC 0.02% Reduce -41.3% 38,297 $5.1M
MASTERINVEST Kapitalanlage GmbH 0.50% Reduce -38.2% 38,334 $5.1M
Landscape Capital Management, L.L.C. 0.32% Add +68.4% 37,819 $5.1M
SG Americas Securities, LLC 0.02% Reduce -59.9% 37,519 $5.0M
Commonwealth Retirement Investments LLC 1.71% Add +1.3% 37,464 $5.0M
Meiji Yasuda Asset Management Co Ltd. 0.24% Reduce -16.8% 37,308 $5.0M
Convergence Investment Partners, LLC 1.12% Add +34.3% 37,215 $5.0M
Childress Capital Advisors, LLC 0.90% Add +589.2% 36,584 $4.9M
Meeder Advisory Services, Inc. 0.23% Reduce -0.2% 36,573 $4.9M
Tema ETFs LLC 0.40% Add +121.0% 36,085 $4.8M
Wakefield Asset Management LLLP 1.32% New 36,041 $4.8M
Ossiam 0.06% Reduce -95.6% 35,910 $4.8M
First Financial Bankshares Inc 0.10% Add +0.4% 35,853 $4.8M
Financial Advisors Network, Inc. 0.68% Reduce -4.5% 35,720 $4.8M
Apollon Wealth Management, LLC 0.09% Add +7.6% 35,716 $4.8M
Probity Advisors, Inc. 0.77% Reduce -5.6% 35,289 $4.7M
Intech Investment Management LLC 0.04% Add +26.1% 35,278 $4.7M
Barometer Capital Management Inc. 1.08% Reduce -8.0% 35,210 $4.7M
Mill Capital Management, LLC 0.35% No change 35,000 $4.7M
Volterra Technologies LP 3.11% Add +330.4% 34,993 $4.7M
Wahed Invest LLC 0.64% Add +0.5% 34,927 $4.7M
AG2R La Mondiale Gestion D'actifs 0.24% No change 47,972 $4.7M
Darwin Wealth Management, LLC 1.48% Reduce -1.5% 34,848 $4.7M
Global X Japan Co., Ltd. 0.40% Reduce -7.8% 34,804 $4.7M
Brown Advisory Inc. 0.01% Reduce -0.6% 34,786 $4.7M
Vise Technologies, Inc. 0.17% Reduce -23.4% 34,609 $4.6M
Navellier & Associates Inc. 0.47% Add +1437.8% 34,600 $4.6M
Howard Capital Management, LLC 0.06% Reduce -0.3% 34,599 $4.6M
Glass Wealth Management Co LLC 2.05% Add +19.1% 34,379 $4.6M
Stephens Inc. 0.06% Add +268.3% 34,302 $4.6M
Westhampton Capital, LLC 2.24% Add +0.7% 34,297 $4.6M
Bleakley Financial Group, LLC 0.11% Reduce -2.2% 34,293 $4.6M
Mufg Securities Americas Inc. 0.30% Add +20.4% 34,129 $4.6M
Shoker Investment Counsel, Inc. 1.34% Add +2.7% 33,989 $4.6M
Buckhead Capital Management LLC 1.65% Add +1.0% 33,924 $4.5M
Krilogy Financial LLC 0.17% Add +29.7% 27,517 $4.5M
Princeton Global Asset Management LLC 0.75% Add +1.5% 33,919 $4.5M
Choreo, LLC 0.06% Reduce -20.8% 33,321 $4.5M
Sciencast Management LP 0.85% New 33,787 $4.5M
Bard Financial Services, Inc. 0.50% No change 33,750 $4.5M
Tiaa Trust, National Association 0.01% Reduce -2.1% 33,705 $4.5M
Precedent Wealth Partners, LLC 0.99% Add +3.4% 33,664 $4.5M
Kentucky Retirement Systems Insurance Trust Fund 0.30% Reduce -3.8% 33,650 $4.5M
Marshall Financial Group, LLC 0.87% Add +1.4% 33,523 $4.5M
Mgo One Seven LLC 0.10% Add +110.3% 33,396 $4.5M
Northwest & Ethical Investments L.P. 0.11% Add +2.7% 33,248 $4.5M
MV Capital Management, Inc. 0.43% Reduce -0.5% 33,196 $4.4M
CHICAGO TRUST Co NA 0.63% Add +8.7% 33,100 $4.4M
Primoris Wealth Advisors, LLC 2.82% Reduce -6.4% 33,072 $4.4M
Bridgefront Capital, LLC 1.30% Add +143.6% 32,947 $4.4M
Cypress Capital Group 0.53% Add +16.2% 32,892 $4.4M
AIA Group Ltd 0.08% Add +197.6% 32,857 $4.4M
Foyston, Gordon & Payne Inc 0.96% Reduce -1.8% 32,851 $4.4M
Arax Advisory Partners 0.06% Add +1236.4% 32,823 $4.4M
Kestra Private Wealth Services, LLC 0.06% Add +27.6% 32,729 $4.4M
True North Advisors, LLC 0.70% Add +5.0% 32,683 $4.4M
Evelyn Partners Investment Management Services Ltd 0.59% Reduce -11.5% 32,645 $4.4M
FourThought Financial Partners, LLC 0.38% Reduce -3.5% 32,449 $4.3M
Proficio Capital Partners LLC 0.30% Reduce -12.7% 32,342 $4.3M
DSG Capital Advisors, LLC 0.69% Add +4.9% 32,314 $4.3M
Community Bank, N.A. 0.52% Reduce -2.1% 32,186 $4.3M
Diversified Trust Co. 0.09% Add +34.4% 31,922 $4.3M
CX Institutional 0.13% Reduce -6.7% 31,681 $4.2M
Rakuten Investment Management, Inc. 0.01% — 36,997 $4.2M
Signaturefd, LLC 0.07% Add +6.1% 30,981 $4.1M
Farther Finance Advisors, LLC 0.06% Add +51.7% 30,525 $4.1M
GAMMA Investing LLC 0.22% Add +12.1% 30,449 $4.1M
MWA Asset Management 2.25% Add +3.2% 30,433 $4.1M
First American Trust, FSB 0.30% Reduce -0.3% 30,406 $4.1M
Wolverine Trading, LLC 0.08% Reduce -62.8% 30,883 $4.0M
Simplicity Wealth,LLC 0.23% Reduce -51.6% 30,163 $4.0M
Capital Advisors Inc. 0.07% Reduce -0.4% 30,013 $4.0M
Alight Capital Management LP 0.96% New 30,000 $4.0M
Artemis Wealth Advisors, LLC 0.60% No change 30,000 $4.0M
Greenup Street Wealth Management LLC 0.61% Reduce -2.1% 29,857 $4.0M
Mainstay Capital Management LLC 0.40% Reduce -49.6% 29,818 $4.0M
Bessemer Group Inc. 0.01% Add +8.6% 29,730 $4.0M
Calamos Wealth Management LLC 0.15% Add +14.4% 29,668 $4.0M
Fortem Financial Group, LLC 1.14% Add +14.4% 29,650 $4.0M
TD Waterhouse Canada Inc. 0.03% Reduce -12.1% 27,790 $4.0M
Empower Advisory Group, LLC 0.01% Reduce -4.1% 29,595 $4.0M
one8zero8, LLC 0.85% No change 29,540 $4.0M
Foster & Motley Inc. 0.21% Reduce -1.3% 29,540 $4.0M
SevenBridge Financial Group, LLC 0.65% Reduce -11.0% 24,463 $3.9M
Romano Brothers and Company 0.45% Reduce -0.9% 29,425 $3.9M
Martin Capital Advisors, LLP 2.37% Reduce -8.5% 29,302 $3.9M
Green Alpha Advisors, LLC 3.78% Reduce -33.0% 29,281 $3.9M
Praxis Investment Management Inc. 0.23% No change 28,890 $3.9M
Katamaran Capital LLP 3.52% Reduce -41.8% 28,806 $3.9M
Edgestream Partners, L.P. 0.11% Add +500.5% 28,757 $3.9M
Lombard Odier Asset Management (Switzerland) SA 0.17% Reduce -61.9% 24,453 $3.8M
Ostrum Asset Management 0.17% Reduce -10.5% 28,272 $3.8M
Trek Financial, LLC 0.23% New 28,246 $3.8M
SVB Wealth LLC 0.20% Reduce -0.1% 28,234 $3.8M
Mizuho Markets Cayman LP 0.32% New 28,135 $3.8M
Resources Management Corp. /CT/ 0.49% Reduce -2.7% 28,132 $3.8M
Laird Norton Wetherby Wealth Management, LLC 0.15% Add +3.8% 28,101 $3.8M
Pinnacle Wealth Management Advisory Group, LLC 0.28% Add +6.4% 28,089 $3.8M
WealthShield Partners, LLC 0.42% Add +1.9% 27,981 $3.7M
Cincinnati Specialty Underwriters Insurance CO 0.87% New 27,830 $3.7M
Hilltop Holdings Inc. 0.20% Add +7.2% 27,642 $3.7M
Advisory Research Inc. 0.49% Add +2.4% 27,633 $3.7M
Ritholtz Wealth Management 0.07% Add +8.6% 27,549 $3.7M
Leavell Investment Management, Inc. 0.16% Add +3.6% 27,485 $3.7M
Wilmington Savings Fund Society, FSB 0.09% Reduce -31.9% 27,418 $3.7M
111 Capital 0.69% Add +62.6% 27,361 $3.7M
E&G Advisors, LLC 0.85% Reduce -0.6% 27,174 $3.6M
Cadence Bank 0.22% Add +0.4% 26,933 $3.6M
Patriot Financial Group Insurance Agency, LLC 0.46% Add +37.7% 26,704 $3.6M
Gilliland Jeter Wealth Management LLC 1.10% Add +0.3% 26,501 $3.5M
Harfst & Associates, Inc. 0.65% Reduce -0.6% 26,497 $3.5M
Wedmont Private Capital 0.13% Add +3.3% 25,239 $3.5M
BDF-Gestion 0.42% Reduce -12.6% 26,344 $3.5M
First Business Financial Services, Inc. 0.32% Reduce -10.5% 26,211 $3.5M
Engineers Gate Manager LP 0.04% Reduce -21.6% 26,134 $3.5M
Savant Capital, LLC 0.02% Add +1.6% 26,068 $3.5M
Ellsworth Advisors, LLC 0.74% Reduce -1.9% 24,087 $3.5M
Webster Bank, N. A. 0.33% Add +1.1% 25,943 $3.5M
Qtron Investments LLC 0.43% Reduce -4.4% 25,833 $3.5M
Yarbrough Capital, LLC 0.11% No change 25,732 $3.4M
DAVENPORT & Co LLC 0.02% Reduce -6.7% 25,689 $3.4M
Wood Tarver Financial Group, LLC 1.01% Reduce -4.5% 25,661 $3.4M
SS&H Financial Advisors, Inc. 1.04% Reduce -5.5% 25,660 $3.4M
Mattson Financial Services, LLC 0.82% Add +2.8% 25,494 $3.4M
Spire Wealth Management 0.12% Add +19.2% 25,292 $3.4M
Meitav Investment House Ltd. 0.04% Reduce -1.0% 25,283 $3.4M
Groesbeck Investment Management Corp. 6.59% Reduce -14.6% 25,224 $3.4M
Aspetuck Financial Management LLC 2.30% Reduce -0.4% 25,110 $3.4M
Telemark Asset Management, LLC 0.32% New 25,000 $3.3M
PKO Investment Management Joint-Stock Co 0.29% No change 25,000 $3.3M
Needham Investment Management LLC 0.23% No change 25,000 $3.3M
Jackson Square Capital, LLC 0.73% Reduce -17.4% 24,954 $3.3M
Callan Family Office, LLC 0.11% Reduce -4.8% 24,914 $3.3M
Matisse Capital 1.49% Add +0.2% 24,730 $3.3M
GPS Wealth Strategies Group, LLC 0.35% Add +5.9% 24,713 $3.3M
Altman Advisors, Inc. 1.26% Reduce -1.1% 24,507 $3.3M
Consolidated Portfolio Review Corp 0.41% Add +0.8% 24,434 $3.3M
LBP Am SA 0.04% Add +5.0% 24,390 $3.3M
Aaron Wealth Advisors LLC 0.20% Add +90.9% 24,382 $3.3M
Moors & Cabot, Inc. 0.14% Reduce -5.7% 24,379 $3.3M
Eads & Heald Wealth Management 1.56% Add +1.0% 24,378 $3.3M
Cary Street Partners Financial LLC 0.08% Reduce -0.7% 24,364 $3.3M
180 Wealth Advisors, LLC 0.40% Add +0.0% 24,302 $3.3M
Smartleaf Asset Management LLC 0.20% Add +29.9% 24,635 $3.2M
Night Squared LP 1.16% New 23,936 $3.2M
Heritage Trust Co 0.34% Add +3.3% 23,824 $3.2M
Marble Harbor Investment Counsel, LLC 0.33% Add +1.1% 23,650 $3.2M
Cornerstone Select Advisors, LLC 2.32% Reduce -0.1% 23,566 $3.2M
Certuity, LLC 0.22% Reduce -7.9% 23,443 $3.1M
IHT Wealth Management, LLC 0.08% Reduce -2.8% 23,158 $3.1M
Syon Capital LLC 0.17% Add +21.9% 23,038 $3.1M
Magnus Financial Group LLC 0.24% Add +0.3% 22,838 $3.1M
Sig Brokerage, LP 0.77% Add +21.8% 22,805 $3.1M
Runnymede Capital Advisors, Inc. 2.51% No change 22,750 $3.0M
Winslow Capital Management, LLC 0.01% Reduce -99.7% 22,739 $3.0M
J. Safra Sarasin Holding AG 0.05% New 22,652 $3.0M
Phraction Management LLC 0.92% No change 22,554 $3.0M
Aigen Investment Management, LP 0.47% New 22,507 $3.0M
Bay Rivers Group 1.27% Add +0.3% 22,464 $3.0M
Coastal Bridge Advisors, LLC 0.23% Add +1.5% 22,461 $3.0M
WINTON GROUP Ltd 0.11% Reduce -45.6% 22,438 $3.0M
Generali Investments, Management Co LLC 0.63% New 22,396 $3.0M
Whittier Trust Co. of Nevada Inc. 0.06% Reduce -0.3% 20,551 $3.0M
Trust Co. of Vermont 0.13% Reduce -23.3% 22,333 $3.0M
Vivid Wealth Management, LLC 1.18% New 22,263 $3.0M
Thoroughbred Financial Services, LLC 0.18% Add +115.2% 22,198 $3.0M
Focus Partners Advisor Solutions, LLC 0.03% Add +63.5% 19,699 $3.0M
HighPoint Advisor Group LLC 0.14% Add +0.5% 22,114 $3.0M
Invera Wealth Advisors, LLC 1.82% Reduce -3.9% 22,112 $3.0M
Signature Resources Capital Management, LLC 1.62% No change 22,074 $3.0M
Gradient Capital Advisors, LLC 0.79% Reduce -2.2% 21,935 $2.9M
CENTRAL TRUST Co 0.06% Add +0.1% 21,907 $2.9M
Ascent Group, LLC 0.10% Add +84.9% 21,883 $2.9M
Pensionfund Sabic 0.79% No change 21,600 $2.9M
LCNB Corp. 1.01% Reduce -0.6% 21,579 $2.9M
Legacy Wealth Asset Management, LLC 0.70% Add +62.5% 21,512 $2.9M
Sound View Wealth Advisors Group, LLC 0.20% Reduce -0.1% 21,427 $2.9M
Platform Technology Partners 0.68% Add +0.1% 21,195 $2.8M
BankPlus Trust Department 0.76% Reduce -0.6% 21,142 $2.8M
Leelyn Smith, LLC 0.43% Add +3.7% 21,081 $2.8M
Wbi Investments, LLC 0.72% Add +114.3% 21,051 $2.8M
Benchmark Investment Advisors LLC 1.63% — 20,972 $2.8M
Beaumont Financial Advisors, LLC 0.19% Reduce -0.4% 20,943 $2.8M
Sigma Planning Corp 0.08% Add +14.3% 20,809 $2.8M
Compass Capital Corp. /Ma/ 1.21% Reduce -12.1% 17,444 $2.8M
Integrated Advisors Network LLC 0.12% Reduce -1.2% 20,676 $2.8M
Spirepoint Private Client, LLC 0.29% Reduce -3.5% 20,600 $2.8M
Albert D Mason Inc. 1.79% Add +6.4% 20,496 $2.7M
Cresset Asset Management, LLC 0.01% Add +6.2% 20,383 $2.7M
Morse Asset Management, Inc 0.55% Reduce -14.4% 20,420 $2.7M
Cloverfields Capital Group, LP 0.85% Reduce -10.3% 20,392 $2.7M
Weatherly Asset Management L. P. 0.22% Reduce -0.1% 20,350 $2.7M
Icon Wealth Advisors, LLC 0.18% Reduce -12.4% 20,328 $2.7M
CreativeOne Wealth, LLC 0.07% Add +7.3% 20,310 $2.7M
Alternative Investment Advisors, LLC. 1.24% Reduce -2.8% 20,308 $2.7M
Donoghue Forlines LLC 0.84% New 20,267 $2.7M
Trust Co. of Toledo NA 0.27% Reduce -2.6% 20,205 $2.7M
ABN AMRO Bank N.V. 0.03% Add +64.6% 20,282 $2.7M
National Wealth Management Group, LLC 1.01% Add +15.4% 20,091 $2.7M
Clear Street Group Inc. 0.01% — 20,077 $2.7M
Peregrine Asset Advisers, Inc. 0.80% New 20,044 $2.7M
Cornerstone Advisors, LLC 0.09% No change 20,000 $2.7M
Stokes Family Office, LLC 0.25% Reduce -3.9% 19,852 $2.7M
Chicago Partners Investment Group LLC 0.07% Add +10.7% 17,049 $2.7M
Wedbush Securities Inc. 0.09% Reduce -5.5% 19,805 $2.7M
Westpac Banking Corp. 0.16% Add +24.1% 19,805 $2.7M
Perennial Advisors, LLC 0.46% Reduce -20.0% 19,725 $2.6M
SeaCrest Wealth Management, LLC 0.28% Reduce -44.7% 18,491 $2.6M
STF Management LP 0.97% Reduce -2.6% 19,629 $2.6M
Clearstead Advisors, LLC 0.04% Add +22.0% 19,611 $2.6M
Paradigm Asset Management Co. LLC 0.60% No change 19,600 $2.6M
KG Capital Management 0.72% Reduce -23.8% 19,552 $2.6M
Circle Wealth Management, LLC 0.05% Reduce -6.0% 19,479 $2.6M
Sowell Financial Services LLC 0.10% Reduce -4.0% 19,460 $2.6M
ICICI Prudential Asset Management Co Ltd 0.27% Reduce -67.7% 19,436 $2.6M
Trustmark Bank Trust Department 0.17% No change 19,356 $2.6M
Brighton Jones LLC 0.06% Add +13.9% 19,287 $2.6M
Harbor Capital Advisors, Inc. 0.20% Add +2.8% 19,274 $2.6M
NorthRock Partners, LLC 0.05% Add +42.3% 19,173 $2.6M
Oppenheimer & Co. Inc. 0.03% Reduce -15.4% 19,155 $2.6M
Kuhn & Co Investment Counsel 2.03% Reduce -0.3% 19,131 $2.6M
Noesis Capital Mangement Corp. 0.40% Add +15.0% 19,123 $2.6M
Fiduciary Family Office, LLC 0.73% Add +22.3% 19,080 $2.6M
Perpetual Ltd 0.03% Add +92.5% 18,941 $2.5M
Torrey Growth & Income Advisors 0.74% — 18,900 $2.5M
Parallel Advisors, LLC 0.05% Add +12.1% 18,878 $2.5M
Johnson Investment Counsel Inc. 0.02% Reduce -2.0% 18,827 $2.5M
SteelPeak Wealth, LLC 0.08% Reduce -25.1% 18,761 $2.5M
Arista Wealth Management, LLC 0.31% Add +5.9% 18,705 $2.5M
Virtus Investment Advisers, LLC 0.71% New 18,581 $2.5M
Regions Financial Corp. 0.02% Reduce -8.6% 18,405 $2.5M
Oak Grove Capital LLC 0.53% Reduce -12.4% 18,300 $2.5M
Fortis Group Advisors, LLC 0.42% Reduce -1.6% 15,571 $2.4M
Lindenwold Advisors, INC 1.15% Reduce -16.1% 18,196 $2.4M
Tocqueville Asset Management L.P. 0.04% Reduce -1.3% 18,115 $2.4M
iSAM Funds (UK) Ltd 0.50% New 18,094 $2.4M
Summit Financial, LLC 0.04% Add +128.7% 18,079 $2.4M
One Charles Private Wealth Services, LLC 0.63% Add +0.3% 17,957 $2.4M
AMF Tjanstepension AB 0.02% New 17,916 $2.4M
Equitable Holdings, Inc. 0.02% Add +1.6% 17,906 $2.4M
Belpointe Asset Management LLC 0.09% Add +0.6% 17,896 $2.4M
Fayez Sarofim & Co 0.01% Add +0.2% 17,834 $2.4M
Blue Trust, Inc. 0.03% Reduce -27.3% 17,818 $2.4M
Shelton Wealth Management, LLC 1.11% Reduce -5.0% 17,804 $2.4M
CenterBook Partners LP 0.12% New 17,649 $2.4M
Meiji Yasuda Life Insurance Co 0.07% Reduce -8.3% 17,648 $2.4M
Salomon & Ludwin, LLC 0.21% Add +2.1% 16,127 $2.4M
Strengthening Families & Communities, LLC 0.52% Add +3169.4% 17,524 $2.3M
Shell Asset Management Co. 0.24% Reduce -74.9% 17,520 $2.3M
Alpine Woods Capital Investors, LLC 0.55% Add +3.9% 17,505 $2.3M
Citizens Financial Group Inc. 0.03% Add +12.8% 17,500 $2.3M
Triangle Securities Wealth Management 0.53% Reduce -0.8% 17,452 $2.3M
Brookstone Capital Management 0.03% Add +9.4% 17,438 $2.3M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -1.9% 17,408 $2.3M
L2 Asset Management, LLC 0.34% Reduce -13.6% 17,390 $2.3M
Tradition Wealth Management, LLC 0.17% Reduce -2.6% 17,282 $2.3M
Concord Asset Management, LLC 0.42% Reduce -1.4% 17,254 $2.3M
Concord Wealth Partners 0.32% Reduce -2.5% 17,055 $2.3M
Graham Capital Management, L.P. 0.12% Reduce -85.9% 16,982 $2.3M
Ibex Wealth Advisors 0.22% Reduce -0.0% 16,949 $2.3M
Sloy Dahl & Holst, LLC 0.24% No change 16,930 $2.3M
Novem Group 0.27% Add +0.6% 16,919 $2.3M
Gould Capital, LLC 1.40% Add +2.9% 16,856 $2.3M
Mirador Capital Partners LP 0.32% Reduce -11.0% 16,840 $2.3M
Capital Investment Counsel, Inc 0.27% New 16,754 $2.2M
Lathrop Investment Management Co. 0.41% No change 16,740 $2.2M
Clifford Swan Investment Counsel LLC 0.07% Add +1.0% 16,727 $2.2M
Frank, Rimerman Advisors LLC 0.14% Add +7.3% 16,703 $2.2M
Farmers & Merchants Investments Inc. 0.06% Reduce -13.5% 16,650 $2.2M
Aspire Private Capital, LLC 0.49% Add +6.5% 16,642 $2.2M
Maverick Capital 0.03% Add +0.7% 16,560 $2.2M
Tealwood Asset Management Inc. 0.90% Reduce -4.4% 16,560 $2.2M
Alps Advisors Inc. 0.01% Reduce -6.4% 16,535 $2.2M
Global Retirement Partners, LLC 0.05% Reduce -11.0% 16,447 $2.2M
Capstone Wealth Management Group LLC 1.40% Add +0.1% 16,413 $2.2M
Marietta Investment Partners LLC 0.42% Add +45.6% 16,379 $2.2M
Wincap Financial LLC 1.51% Add +2.3% 16,309 $2.2M
White Knight Strategic Wealth Advisors, LLC 1.72% Reduce -3.9% 16,306 $2.2M
Middleton & Co. Inc. 0.23% No change 16,231 $2.2M
Penobscot Investment Management Company, Inc. 0.17% Add +13.4% 16,210 $2.2M
Smithfield Trust Co 0.10% Add +0.3% 16,176 $2.2M
Portfolio Design Labs, LLC 0.37% Add +372.0% 16,186 $2.2M
MBM Wealth Consultants, LLC 0.53% Reduce -19.4% 16,030 $2.1M
Caption Management, LLC 0.13% Reduce -7.0% 16,000 $2.1M
Cornercap Investment Counsel Inc. 1.07% Reduce -1.7% 15,994 $2.1M
Synovus Financial Corp. 0.02% Reduce -1.7% 15,979 $2.1M
Goelzer Investment Management, Inc. 0.11% Add +0.1% 15,964 $2.1M
Valeo Financial Advisors, LLC 0.05% Reduce -1.6% 15,921 $2.1M
Brown Brothers Harriman & Co. 0.01% Add +24.0% 15,871 $2.1M
Norden Group LLC 0.22% Add +8.5% 15,808 $2.1M
WCG Wealth Advisors LLC 0.13% Reduce -16.0% 15,803 $2.1M
FCG Investment Co 0.99% Add +13.0% 15,737 $2.1M
Concurrent Investment Advisors, LLC 0.04% Reduce -2.6% 15,673 $2.1M
Intellectus Partners, LLC 0.41% Reduce -0.3% 15,633 $2.1M
Oppenheimer Asset Management Inc. 0.02% Reduce -32.3% 15,656 $2.1M
IFP Advisors, Inc 0.05% Reduce -46.8% 15,654 $2.1M
First Commonwealth Financial Corp 0.35% Add +8.2% 15,628 $2.1M
Glen Eagle Advisors, LLC 0.29% Add +0.5% 15,599 $2.1M
Trust Co. of Oklahoma 0.61% Reduce -3.2% 15,427 $2.1M
Dynamic Advisor Solutions LLC 0.06% Add +4.2% 15,386 $2.1M
KPP Advisory Services LLC 0.30% Add +0.2% 15,249 $2.0M
Wealth Alliance, LLC 0.21% Add +5.2% 15,210 $2.0M
OPTIMAS CAPITAL Ltd 1.29% New 15,200 $2.0M
Applied Finance Capital Management, LLC 0.14% Reduce -25.5% 15,022 $2.0M
Snowden Capital Advisors LLC 0.06% Reduce -5.9% 14,964 $2.0M
Dymon Asia Capital (singapore) Pte. LTD. 0.80% New 14,915 $2.0M
Trust Asset Management LLC 0.14% No change 14,872 $2.0M
Cypress Capital, LLC 0.57% Reduce -32.4% 14,824 $2.0M
Encompass Wealth Advisors, LLC 0.68% No change 14,818 $2.0M
Accurate Wealth Management, LLC 0.26% Add +24.4% 14,308 $2.0M
Gold Investment Management Ltd. 0.66% Add +0.5% 14,736 $2.0M
Jefferies Financial Group Inc. 0.02% Reduce -2.5% 14,665 $2.0M
Compound Planning, Inc. 0.06% Add +36.6% 14,651 $2.0M
Baader Bank Aktiengesellschaft 0.16% Add +109.8% 14,911 $2.0M
Fulton Bank, N.A. 0.07% Add +2.9% 14,556 $1.9M
Jacobi Capital Management LLC 0.12% Add +1.5% 14,531 $1.9M
Checchi Capital Advisers, LLC 0.13% Reduce -17.9% 14,417 $1.9M
Argonautica Private Wealth Management, Inc. 0.56% No change 14,283 $1.9M
Virtus Advisers, LLC 1.07% Add +376.0% 14,279 $1.9M
Procyon Advisors, LLC 0.11% Add +19.6% 14,270 $1.9M
SoundView Advisors Inc. 0.65% Reduce -4.9% 14,232 $1.9M
DGS Capital Management, LLC 0.35% Add +29.3% 14,215 $1.9M
Fidelis Capital Partners, LLC 0.15% Add +1.0% 14,203 $1.9M
Fort Washington Investment Advisors Inc. 0.01% Reduce -9.5% 14,160 $1.9M
RFG Advisory, LLC 0.04% Add +86.8% 14,131 $1.9M
Security National Bank of Sioux City Iowa 1.23% Add +0.4% 14,116 $1.9M
Nvwm, LLC 0.42% Reduce -0.2% 14,067 $1.9M
Greater Midwest Financial Group, LLC 1.22% New 14,061 $1.9M
Agf Management Ltd. 0.01% Reduce -78.5% 13,990 $1.9M
Independent Financial Group, LLC 0.04% Add +0.1% 13,965 $1.9M
Inscription Capital, LLC 0.20% Add +58.1% 13,951 $1.9M
Kane Investment Management, Inc. 0.91% Add +1.6% 13,915 $1.9M
Bedell Frazier Investment Counselling, LLC 0.38% Add +11.4% 13,870 $1.9M
Kera Capital Partners, Inc. 0.28% Reduce -38.1% 13,824 $1.9M
Venturi Wealth Management, LLC 0.09% Reduce -18.2% 13,804 $1.8M
Wright Investors Service Inc. 0.53% New 13,789 $1.8M
Prudent Man Advisors, LLC 0.68% Reduce -22.6% 13,747 $1.8M
Atlatl Advisers LLC 0.73% New 13,705 $1.8M
Axxcess Wealth Management, LLC 0.04% Add +28.0% 13,665 $1.8M
Fort Point Capital Partners LLC 0.23% Reduce -7.5% 13,619 $1.8M
Harel Insurance Investments & Financial Services Ltd. 0.02% Reduce -37.9% 13,610 $1.8M
AlphaCore Capital LLC 0.06% Add +14.3% 13,550 $1.8M
Baron Capital (BAMCO) 0.00% Reduce -7.1% 13,529 $1.8M
Neo Ivy Capital Management 0.44% New 13,510 $1.8M
Catalyst Funds Management Pty Ltd 0.27% New 13,500 $1.8M
McDaniel Terry & Co. 0.15% No change 13,500 $1.8M
Sompo Asset Management Co., Ltd. 0.31% Reduce -2.5% 13,420 $1.8M
Quantum Portfolio Management LLC 0.53% Add +52.4% 13,334 $1.8M
Oakworth Capital, Inc. 0.10% No change 13,310 $1.8M
Regal Investment Advisors LLC 0.12% Add +0.3% 13,310 $1.8M
Brown Financial Advisors 0.66% Reduce -0.3% 13,252 $1.8M
Lake Street Private Wealth, LLC 0.23% Add +2.6% 13,228 $1.8M
3Chopt Investment Partners, LLC 0.40% Add +32.9% 13,133 $1.8M
Archford Capital Strategies, LLC 0.21% Add +17.8% 13,075 $1.8M
Alta Wealth Advisors LLC 0.63% New 13,066 $1.7M
Wealthspire Advisors, LLC 0.01% Reduce -62.5% 13,026 $1.7M
AtlasMark Financial, Inc 1.16% No change 13,000 $1.7M
Verdence Capital Advisors LLC 0.10% Add +1.7% 11,075 $1.7M
Sunbelt Securities, Inc. 0.12% Reduce -1.3% 12,967 $1.7M
Sagespring Wealth Partners, LLC 0.03% Add +2.9% 12,923 $1.7M
Sage Mountain Advisors LLC 0.10% Add +144.3% 12,914 $1.7M
Willner & Heller, LLC 1.31% Add +2.1% 12,787 $1.7M
Pitcairn Co. 0.14% Add +13.6% 12,774 $1.7M
Allianz SE 0.04% Add +269.1% 12,772 $1.7M
Choate Investment Advisors 0.04% Reduce -0.1% 12,739 $1.7M
Orrstown Financial Services Inc. 0.29% Add +4.4% 12,726 $1.7M
Abundance Wealth Counselors 0.29% Add +10.2% 12,711 $1.7M
Mutual Advisors, LLC 0.04% Add +12.9% 11,501 $1.7M
Gries Financial LLC 0.27% Reduce -5.5% 12,656 $1.7M
Financiere des Professionnels - Fonds d'investissement inc. 0.10% No change 12,636 $1.7M
LOM Asset Management Ltd 0.51% Add +2.8% 12,601 $1.7M
Evergreen Capital Management LLC 0.04% Add +21.3% 12,563 $1.7M
J.W. Cole Advisors, Inc. 0.03% Add +2.8% 12,579 $1.7M
Impax Asset Management Group plc 0.01% Reduce -2.3% 12,513 $1.7M
Delphi Management Inc. 1.55% Reduce -24.9% 12,513 $1.7M
Robertson Stephens Wealth Management, LLC 0.05% Add +4.5% 12,432 $1.7M
Cigna Investments Inc. 0.24% Reduce -0.9% 12,445 $1.7M
Meridian Wealth Management, LLC 0.06% Add +14.3% 12,410 $1.7M
Portus Wealth Advisors, LLC 1.65% — 12,383 $1.7M
denkapparat Operations GmbH 1.05% No change 12,346 $1.7M
HUB Investment Partners, LLC 0.06% Add +196.1% 12,322 $1.6M
Davis Selected Advisers 0.01% No change 12,280 $1.6M
XTX Topco Ltd 0.09% Add +29.6% 12,266 $1.6M
OneDigital Investment Advisors LLC 0.02% Reduce -8.3% 12,266 $1.6M
Centennial Bank 0.64% No change 12,250 $1.6M
Great Valley Advisor Group, Inc. 0.03% Reduce -17.2% 12,172 $1.6M
World Investment Advisors 0.03% Add +1.5% 12,122 $1.6M
Joel Isaacson & Co., LLC 0.06% No change 12,071 $1.6M
Boxwood Ventures, Inc. 1.79% No change 11,990 $1.6M
American State Bank (Iowa) 0.82% No change 12,000 $1.6M
Centaurus Financial, Inc. 0.07% Add +5.8% 11,930 $1.6M
Commerzbank Aktiengesellschaft 0.03% No change 11,907 $1.6M
BSW Wealth Partners 0.20% Add +4.4% 11,821 $1.6M
Avantax Planning Partners, Inc. 0.05% Reduce -1.1% 11,813 $1.6M
Worth Asset Management, LLC 0.71% New 11,770 $1.6M
Harrell Investment Partners, LLC 0.37% No change 11,660 $1.6M
RiverFront Investment Group, LLC 0.03% New 11,654 $1.6M
Main Management ETF Advisors, LLC 0.06% New 11,625 $1.6M
Scotia Capital Inc. 0.01% Add +2.2% 11,615 $1.6M
Impact Partnership Wealth, LLC 0.23% New 11,605 $1.6M
Advyzon Investment Management, LLC 0.27% Reduce -58.9% 11,605 $1.6M
Clarius Group, LLC 0.09% Reduce -7.7% 11,582 $1.6M
Alpha Family Trust 0.72% No change 11,500 $1.5M
Kepler Cheuvreux (Suisse) SA 0.08% — 11,476 $1.5M
Kestra Investment Management, LLC 0.04% Add +31.8% 11,448 $1.5M
Galaxy Digital Capital Management GP LLC 1.50% Add +9.5% 11,443 $1.5M
Rwa Wealth Partners, LLC 0.02% Add +4.1% 11,441 $1.5M
Huntleigh Advisors, Inc. 0.26% No change 11,400 $1.5M
Koss-Olinger Consulting, LLC 0.13% No change 15,659 $1.5M
Segment Wealth Management, LLC 0.09% No change 11,370 $1.5M
Pathway Financial Advisers, LLC 0.44% Reduce -0.0% 11,392 $1.5M
Clark Capital Management Group, Inc. 0.01% Add +3.4% 11,346 $1.5M
Oak Thistle LLC 0.23% New 11,247 $1.5M
StoneX Group Inc. 0.07% Reduce -20.4% 11,182 $1.5M
Burns J W & Co. Inc. 0.17% Reduce -0.9% 11,180 $1.5M
Jackson Creek Investment Advisors LLC 0.43% Reduce -5.2% 11,116 $1.5M
Renaissance Group LLC 0.06% Reduce -14.2% 11,102 $1.5M
RAM Investment Partners, LLC 0.28% Reduce -0.9% 11,042 $1.5M
Earned Wealth Advisors, LLC 0.24% Add +3.5% 10,995 $1.5M
Global Financial Private Client, LLC 0.52% Add +1.0% 10,985 $1.5M
KCM Investment Advisors LLC 0.05% Reduce -2.1% 10,946 $1.5M
Montecito Bank & Trust 0.23% — 10,852 $1.5M
Two Sigma Securities, LLC 0.21% New 10,822 $1.4M
Cache Advisors, LLC 0.25% No change 10,790 $1.4M
Legacy Capital Group California, Inc. 0.37% Reduce -17.1% 10,710 $1.4M
Dorsey & Whitney Trust CO LLC 0.08% Add +1.0% 10,706 $1.4M
Ausdal Financial Partners, Inc. 0.07% Reduce -13.9% 10,678 $1.4M
Cassaday & Co Wealth Management LLC 0.03% Add +35.9% 10,594 $1.4M
Evoke Wealth, LLC 0.03% Add +31.9% 10,508 $1.4M
Cookson Peirce & Co. Inc. 0.06% Add +0.4% 10,510 $1.4M
Y.D. More Investments Ltd 0.08% Add +11.2% 10,838 $1.4M
Security National Bank of So Dak 0.70% Add +1.3% 10,465 $1.4M
Oxford Asset Management LLP 0.46% New 10,392 $1.4M
ORBA Wealth Advisors, L.L.C. 1.12% Add +0.5% 10,174 $1.4M
Lanark Financial, Inc. 0.11% Add +18.7% 10,154 $1.4M
EverSource Wealth Advisors, LLC 0.05% Add +20.1% 10,153 $1.4M
Grant Private Wealth Management Inc 0.84% New 10,110 $1.4M
CNB Bank 0.56% Reduce -2.4% 10,106 $1.4M
Nicholas Investment Partners, LP 0.12% Reduce -6.3% 10,104 $1.4M
Central Pacific Bank - Trust Division 0.17% Reduce -30.4% 10,098 $1.4M
Martingale Asset Management L P 0.03% Add +24.2% 10,005 $1.3M
McDonald Partners LLC 0.40% No change 9,955 $1.3M
Elevation Point Wealth Partners, LLC 0.09% Add +476.7% 9,931 $1.3M
FNY Investment Advisers, LLC 0.44% Add +830.5% 9,947 $1.3M
Alpha Cubed Investments, LLC 0.05% Reduce -4.8% 9,912 $1.3M
GoalVest Advisory LLC 0.28% No change 9,900 $1.3M
AlTi Global, Inc. 0.03% Add +3.5% 9,854 $1.3M
Avestar Capital, LLC 0.09% Add +11.2% 9,832 $1.3M
Busey Bank 0.04% Add +1.1% 9,775 $1.3M
Nicolet Bankshares Inc. 0.21% No change 9,760 $1.3M
Encompass More Asset Management 0.25% New 9,753 $1.3M
Dakota Wealth Management 0.03% Reduce -18.5% 9,739 $1.3M
Cim Investment Management Inc. 0.35% Reduce -50.6% 9,715 $1.3M
Optimum Investment Advisors 0.52% No change 9,700 $1.3M
Elyxium Wealth, LLC 0.45% Add +0.6% 9,590 $1.3M
Strathmore Capital Advisors, Inc. 0.52% Reduce -3.0% 9,482 $1.3M
Realta Investment Advisors 0.42% New 9,465 $1.3M
Redwood Investment Management, LLC 0.14% New 9,459 $1.3M
SC&H Financial Advisors, Inc. 0.21% Add +0.3% 9,432 $1.3M
Seek First Inc. 0.90% Add +0.2% 9,366 $1.3M
Investment Research Partners LLC 0.56% — 7,804 $1.3M
State of Wyoming 0.14% Add +483.2% 9,361 $1.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% New 9,356 $1.3M
SBI Securities Co., Ltd. 0.03% Reduce -4.7% 9,347 $1.3M
Systematic Financial Management LP 0.03% No change 9,300 $1.2M
Chilton Investment Co. Inc. 0.03% Add +15.0% 9,220 $1.2M
Laraway Financial Advisors Inc 0.84% Add +2.2% 9,200 $1.2M
Hillsdale Investment Management Inc. 0.04% New 9,180 $1.2M
Westfuller Advisors, LLC 0.56% Add +1.9% 9,159 $1.2M
Moisand Fitzgerald Tamayo, LLC 0.14% No change 9,111 $1.2M
GeoWealth Management, LLC 0.04% Add +10.6% 9,081 $1.2M
Everhart Financial Group, Inc. 0.12% Add +34.9% 8,990 $1.2M
Buckley Wealth Management, LLC 0.33% Reduce -18.0% 8,974 $1.2M
Woodward Diversified Capital, LLC 0.56% Reduce -1.5% 8,944 $1.2M
SMART Wealth LLC 0.45% New 8,937 $1.2M
Parisi Gray Wealth Management 0.31% Add +0.3% 8,895 $1.2M
Bryn Mawr Trust Advisors, LLC 0.06% Add +7.9% 8,804 $1.2M
Rehmann Capital Advisory Group 0.06% Add +0.6% 8,790 $1.2M
ZEGA Investments, LLC 0.27% New 8,765 $1.2M
Mechanics Bank Trust Department 0.16% Reduce -10.2% 8,734 $1.2M
Wallace Hart LLC 0.85% New 8,671 $1.2M
Chatham Capital Group, Inc. 0.17% Reduce -0.8% 8,665 $1.2M
Nwam LLC 0.06% Reduce -63.7% 8,029 $1.2M
Waverly Advisors, LLC 0.01% Add +15.5% 8,606 $1.2M
Keel Point, LLC 0.07% Add +4.9% 8,593 $1.2M
Truvestments Capital LLC 0.21% Reduce -3.6% 8,569 $1.1M
JT Stratford LLC 0.15% Reduce -39.9% 8,563 $1.1M
Cercano Management LLC 0.04% No change 8,560 $1.1M
Pure Financial Advisors, LLC 0.02% Add +8.7% 8,545 $1.1M
Davis Investment Partners, LLC 0.39% Reduce -0.6% 8,000 $1.1M
Creekmur Asset Management LLC 0.19% Reduce -26.9% 8,497 $1.1M
Palouse Capital Management, Inc. 0.74% Reduce -66.2% 8,479 $1.1M
Becker Capital Management Inc. 0.03% No change 8,446 $1.1M
Values First Advisors, Inc. 0.61% Reduce -4.4% 8,450 $1.1M
One Capital Management, LLC 0.04% New 8,384 $1.1M
Arvest Investments, Inc. 0.16% Reduce -31.8% 8,355 $1.1M
Private Trust Co. NA 0.10% Add +2.5% 8,321 $1.1M
WD Rutherford LLC 0.47% Add +12.8% 8,316 $1.1M
Naviter Wealth, LLC 0.13% Add +0.6% 8,236 $1.1M
Westside Investment Management, Inc. 0.18% Add +3.4% 8,210 $1.1M
Sunpointe, LLC 0.40% Reduce -0.4% 8,213 $1.1M
Versant Capital Management, Inc 0.15% Add +4.6% 8,215 $1.1M
Jamison Private Wealth Management, Inc. 0.14% Add +5.5% 8,214 $1.1M
Twin Capital Management Inc. 0.14% New 8,206 $1.1M
Net Worth Advisory Group 0.31% Add +12.8% 8,110 $1.1M
TFR Capital, LLC. 0.36% Add +286.4% 8,068 $1.1M
Outlook Wealth Advisors, LLC 0.27% Reduce -14.1% 8,053 $1.1M
Red Door Wealth Management, LLC 0.11% Add +0.1% 8,042 $1.1M
Goodman Advisory Group, LLC 0.27% New 8,038 $1.1M
T. Rowe Price Investment Management, Inc. 0.00% Reduce -87.1% 8,005 $1.1M
Caerus Investment Advisors, LLC 0.44% New 8,005 $1.1M
Westover Capital Advisors, LLC 0.20% No change 8,000 $1.1M
Thomasville National Bank 0.07% No change 8,000 $1.1M
Clear Creek Financial Management, LLC 0.09% Add +8.4% 7,996 $1.1M
Freestone Capital Holdings, LLC 0.03% Add +2.3% 7,916 $1.1M
Silver Coast Investments LLC 0.36% No change 7,904 $1.1M
Herold Advisors, Inc. 0.24% Reduce -8.0% 7,839 $1.0M
Seeds Investor LLC 0.22% Reduce -0.2% 7,736 $1.0M
Gladstone Institutional Advisory LLC 0.04% Reduce -5.1% 7,700 $1.0M
Independent Solutions Wealth Management, LLC 0.18% Add +16.7% 7,696 $1.0M
Root Financial Partners, LLC 0.06% Reduce -2.1% 7,671 $1.0M
Allium Financial Advisors, LLC 0.85% No change 7,670 $1.0M
Deseret Mutual Benefit Administrators 0.43% Add +6.9% 7,581 $1.0M
Carr Financial Group Corp 0.28% Add +39.1% 7,562 $1.0M
May Hill Capital, LLC 0.30% Reduce -11.9% 7,552 $1.0M
Journey Strategic Wealth LLC 0.03% Add +8.2% 7,524 $1.0M
Strategic Investment Advisors / MI 0.09% Reduce -8.9% 7,520 $1.0M
Texas Capital Bancshares Inc 0.40% Reduce -33.3% 7,513 $1.0M
Paladin Wealth, LLC 0.73% Reduce -3.5% 7,508 $1.0M
TD Private Client Wealth LLC 0.02% Reduce -0.5% 7,496 $1.0M
Ridgewood Investments LLC 0.42% Reduce -17.0% 7,409 $992K
PDS Planning, Inc 0.07% Reduce -5.0% 7,359 $985K
Tairen Capital Ltd 0.11% New 7,350 $984K
Accredited Investors Inc. 0.05% Add +236.7% 7,340 $983K
Curi Capital, LLC 0.02% Add +12.2% 7,319 $982K
Empirical Asset Management, LLC 0.27% New 7,319 $980K
Strategic Wealth Partners, Ltd. 0.07% Reduce -7.4% 7,300 $978K
Forum Financial Management, LP 0.01% Add +16.1% 7,288 $976K
Global Trust Asset Management, LLC 0.44% Add +30.5% 7,264 $973K
Integrity Alliance, Llc. 0.05% New 7,262 $972K
OVERSEA-CHINESE BANKING Corp Ltd 0.03% Reduce -16.3% 7,223 $967K
Copeland Capital Management, LLC 0.02% New 7,216 $966K
Fulcrum Asset Management LLP 0.27% Reduce -2.7% 7,204 $965K
Pallas Capital Advisors LLC 0.04% Add +1.1% 7,197 $964K
Hardy Reed LLC 0.07% Add +4.8% 7,178 $961K
Maridea Wealth Management LLC 0.15% Reduce -78.1% 6,657 $959K
SYM FINANCIAL Corp 0.10% Reduce -21.3% 7,161 $959K
Interchange Capital Partners, LLC 0.19% Add +38.4% 7,154 $958K
Peapack Gladstone Financial Corp. 0.01% Reduce -24.6% 7,145 $957K
Level Financial Advisors 0.27% New 7,116 $953K
Roberts Capital Advisors, LLC 1.06% Reduce -50.0% 7,115 $953K
Meeder Asset Management Inc. 0.05% Add +913.1% 7,051 $944K
Bayforest Capital Ltd 0.45% New 7,049 $944K
Affinity Investment Advisors, LLC 0.64% Reduce -0.3% 7,035 $942K
Astoria Portfolio Advisors LLC. 0.25% New 6,607 $942K
Legacy Capital Wealth Partners, LLC 0.20% Add +5.8% 7,033 $942K
Planning Alternatives Ltd. 0.12% Add +5.3% 7,007 $938K
Birinyi Associates Inc. 0.24% No change 7,000 $937K
Dale Q Rice Investment Management Ltd 0.66% Add +2.1% 6,627 $934K
AlphaQuest LLC 0.06% Add +21.7% 6,973 $934K
Persium Advisors, LLC 0.70% Reduce -0.8% 6,944 $930K
Rathbones Group PLC 0.00% Add +68.9% 6,940 $929K
Personal Cfo Solutions, LLC 0.16% Add +28.5% 6,927 $927K
Strategic Blueprint, LLC 0.04% Reduce -11.8% 6,915 $926K
Ifrah Financial Services, Inc. 0.24% Reduce -0.4% 6,897 $924K
Savvy Advisors, Inc. 0.04% Add +3.5% 6,875 $921K
Arete Wealth Advisors, LLC 0.06% Add +98.6% 6,867 $920K
Carnegie Investment Counsel 0.02% Add +4.6% 6,867 $919K
Kovack Advisors, Inc. 0.09% Reduce -3.7% 6,854 $918K
Regatta Capital Group, LLC 0.14% Reduce -11.3% 6,818 $913K
Valley Brook Capital Group, Inc. 0.61% Add +0.7% 6,810 $912K
Resonant Capital Advisors, LLC 0.05% Add +3.5% 6,769 $908K
World Equity Group, Inc. 0.21% Add +0.5% 6,770 $907K
BNP Paribas 0.03% Reduce -1.0% 6,762 $905K
Essex Financial Services, Inc. 0.05% Add +2.5% 6,759 $905K
Haverford Trust Co 0.01% Add +12.2% 6,732 $901K
International Assets Investment Management, LLC 0.07% No change 9,308 $901K
Physicians Financial Services, Inc. 0.25% No change 6,730 $901K
Fieldview Capital Management, LLC 0.15% New 6,695 $896K
Midwest Financial Group LLC 0.43% No change 6,676 $894K
Legacy Financial Advisors, Inc. 0.12% Add +9.3% 6,670 $893K
Janney Capital Management LLC 0.06% Reduce -2.2% 6,667 $893K
Unique Wealth Strategies, LLC 0.35% New 6,664 $892K
Financial Advisors, LLC 0.16% Add +2.5% 6,662 $892K
Holderness Investments Co. 0.18% Add +9.4% 6,655 $891K
Park Capital Management, LLC / WI 0.70% New 6,555 $878K
Inceptionr LLC 0.21% New 6,553 $877K
Burr Financial Services, LLC 0.65% No change 6,550 $877K
Madison Wealth Partners, Inc 0.17% Add +0.2% 6,533 $875K
AdvisorNet Financial, Inc 0.05% Reduce -1.4% 6,532 $875K
MRWM Advisors, LLC 0.50% Reduce -22.4% 6,504 $871K
Alta Advisers Ltd 0.27% No change 6,480 $868K
Advisory Resource Group 0.16% Reduce -1.5% 6,459 $865K
SkyOak Wealth, LLC 0.16% New 6,450 $864K
Range Financial Group LLC 0.31% Add +51.8% 6,440 $862K
CoreCap Advisors, LLC 0.03% Add +70.6% 6,411 $858K
Americana Partners, LLC 0.03% Add +16.4% 6,365 $852K
Lingohr Asset Management GmbH 1.49% Reduce -26.3% 6,355 $851K
HMV Wealth Advisors, LLC 0.47% Reduce -1.1% 6,323 $847K
Nicolet Advisory Services, LLC 0.07% Add +1.6% 5,983 $840K
CVA Family Office, LLC 0.11% Add +0.1% 6,258 $838K
LJI Wealth Management, LLC 0.15% Reduce -1.8% 6,234 $835K
Legacy Edge Advisors, LLC 0.10% Reduce -2.9% 6,210 $832K
Rothschild Investment LLC 0.05% Add +68.0% 6,189 $829K
Access Financial Services, Inc. 0.30% Reduce -2.2% 6,162 $825K
Leonteq Securities AG 0.04% Reduce -19.0% 6,149 $823K
SageView Advisory Group, LLC 0.03% Reduce -20.0% 6,142 $822K
Keystone Financial Group 0.06% Reduce -1.0% 6,050 $822K
O'Neil Global Advisors, Inc. 0.15% New 6,104 $817K
PFG Investments, LLC 0.04% Reduce -5.3% 6,095 $816K
Versor Investments LP 0.15% Reduce -33.7% 6,089 $815K
Shepherd Financial Partners LLC 0.08% Reduce -0.6% 6,089 $815K
First Affirmative Financial Network 0.38% Reduce -5.8% 6,087 $815K
Angeles Wealth Management, LLC 0.05% Reduce -3.9% 6,086 $815K
Quent Capital, LLC 0.07% Add +4.5% 6,078 $814K
Raleigh Capital Management Inc. 0.31% Reduce -1.6% 6,016 $805K
Militia Capital Partners, LP 0.37% Reduce -14.3% 6,000 $803K
Magnetar Financial LLC 0.01% New 5,995 $803K
Parkside Financial Bank & Trust 0.06% Reduce -3.5% 5,994 $803K
Zions Bancorporation, National Association 0.04% Reduce -25.9% 5,974 $800K
Legal Advantage Investments, Inc. 0.36% No change 5,973 $800K
Flagship Harbor Advisors, LLC 0.03% Reduce -2.1% 5,923 $793K
Everett Harris & Co. 0.01% Add +0.2% 5,913 $792K
Sendero Wealth Management, LLC 0.09% Add +35.3% 5,864 $785K
Optas, LLC 0.13% Add +7.0% 5,864 $785K
OneAscent Financial Services LLC 0.05% Reduce -0.4% 5,836 $781K
VeraBank, N.A. 0.15% No change 5,835 $781K
Kaizen Financial Strategies 0.35% Add +0.5% 4,796 $778K
Watershed Private Wealth LLC 0.25% Reduce -0.7% 5,802 $777K
Knights of Columbus Asset Advisors LLC 0.04% New 5,775 $773K
Cove Private Wealth, LLC 0.25% No change 5,760 $771K
Avidian Wealth Enterprises, LLC 0.03% Add +0.2% 5,756 $771K
BOS Asset Management, LLC 0.22% No change 5,750 $770K
Amica Retiree Medical Trust 1.05% Reduce -15.2% 5,741 $769K
OneAscent Investment Solutions LLC 0.82% Add +3.5% 5,735 $768K
Ariadne Wealth Management, LP 0.34% Add +14.9% 4,985 $764K
Annis Gardner Whiting Capital Advisors, LLC 0.16% Reduce -26.9% 5,690 $763K
Quotient Wealth Partners, LLC 0.02% Add +4.8% 5,697 $763K
Investment Management Corp. /Va/ 0.65% Add +2.4% 5,689 $762K
DeDora Capital, Inc. 0.18% Reduce -1.0% 5,684 $761K
Crestmont Private Wealth LLC 0.25% Add +12.3% 5,669 $759K
Ridgeline Wealth Planning, LLC 0.56% Reduce -13.3% 5,614 $752K
Founders Capital Management, LLC 0.12% No change 5,609 $751K
McLean Asset Management Corp 0.15% Add +0.8% 5,034 $751K
Legacy Advisors, LLC 0.09% — 5,540 $743K
HBK Sorce Advisory LLC 0.02% Add +0.1% 5,124 $742K
Keyvantage Wealth, LLC 0.31% Reduce -7.3% 5,526 $740K
George Kaiser Family Foundation 0.10% No change 5,514 $738K
Prescott Group Capital Management, L.L.C. 0.08% No change 5,514 $738K
Guardian Wealth Advisors, LLC / NC 0.05% Reduce -0.2% 5,514 $738K
Clark Financial Services Group Inc. 0.39% Add +10.0% 5,504 $737K
Bahl & Gaynor LLC 0.00% Reduce -1.8% 5,500 $736K
Pacific Point Advisors, LLC 0.43% Add +5.5% 5,488 $735K
Cidel Asset Management Inc. 0.04% Reduce -2.9% 5,339 $715K
Vestmark Advisory Solutions, Inc. 0.01% Add +7.4% 5,330 $714K
FORA Capital, LLC 0.13% New 5,330 $714K
BankPlus Wealth Management LLC 0.42% Add +1.0% 5,300 $710K
Piar LLC 0.51% Reduce -50.9% 5,300 $710K
Ignite Planners, LLC 0.12% Add +1.9% 5,269 $706K
Chesapeake Capital Corp. 0.63% — 5,257 $704K
Dynamic Technology Lab Private Ltd 0.12% New 5,243 $702K
Telos Capital Management, Inc. 0.07% Reduce -7.5% 5,236 $701K
Waterloo Capital, L.P. 0.05% Add +33.4% 5,230 $700K
Karani Asset Management LLC 0.59% Reduce -51.0% 5,198 $696K
Marex Group Ltd 0.01% Reduce -53.1% 5,176 $693K
Lyell Wealth Management, LP 0.05% No change 5,170 $692K
Alhambra Investment Management LLC 0.33% Reduce -1.1% 5,154 $690K
Evercore Wealth Management, LLC 0.01% No change 5,154 $690K
Seven Mile Advisory 0.11% Add +46.3% 5,146 $689K
Chase Investment Counsel Corp. 0.20% No change 5,148 $689K
Conservest Capital Advisors, Inc. 0.06% Add +0.2% 5,131 $687K
Beacon Financial Group 0.07% Reduce -3.5% 5,101 $683K
Tandem Capital Management Corp. 0.32% No change 5,100 $683K
Portside Wealth Group, LLC 0.09% Add +13.9% 5,080 $680K
1858 Wealth Management, LLC 0.48% Reduce -1.5% 5,061 $678K
Lodestar Private Asset Management LLC 0.07% No change 5,060 $678K
Daymark Wealth Partners, LLC 0.02% Add +14.0% 5,048 $676K
Elm Partners Management LLC 0.03% New 5,010 $671K
Panoramic Capital, LLC 0.42% New 5,000 $670K
Mine & Arao Wealth Creation & Management, LLC. 0.27% No change 5,000 $670K
Triglav Investments, D.O.O. 0.04% No change 5,000 $670K
Chilton Capital Management LLC 0.02% No change 5,000 $670K
Bellevue Asset Management, LLC 0.31% No change 4,990 $668K
Eastern Bank 0.01% Reduce -5.0% 4,990 $668K
Prosperity Financial Group, Inc. 0.24% Add +5.1% 4,967 $665K
Jackson Hole Capital Partners, LLC 0.11% No change 4,950 $663K
Cooper Financial Group 0.07% Add +50.5% 4,947 $662K
Allred Capital Management, LLC 0.23% Reduce -1.3% 4,926 $660K
Caldwell Trust Co 0.06% Add +6.5% 4,920 $659K
Biltmore Family Office, LLC 0.09% No change 4,890 $656K
Brady Martz Wealth Solutions, LLC 0.12% Add +0.1% 4,892 $655K
Lewis Asset Management, LLC 0.27% Add +0.4% 4,874 $653K
Richard W. Paul & Associates, LLC 0.22% Reduce -0.5% 4,865 $651K
West Wealth Group, LLC 0.15% Add +2.2% 4,483 $649K
AdvisorShares Investments LLC 0.11% Reduce -1.2% 4,846 $649K
Somerset Trust Co 0.20% Add +0.6% 4,836 $648K
Salem Investment Counselors Inc. 0.02% Add +1.3% 4,776 $641K
SCS Capital Management LLC 0.01% Reduce -27.5% 4,778 $640K
Horizon Family Wealth, Inc. 0.37% Add +0.2% 4,753 $636K
Columbia Asset Management 0.12% No change 4,750 $636K
Dynasty Wealth Management, LLC 0.01% New 4,731 $633K
Trust Point Inc. 0.05% Reduce -21.2% 4,724 $633K
Full Sail Capital, LLC 0.03% Add +8.0% 4,714 $631K
American National Bank & Trust 0.06% Add +1.4% 4,709 $631K
FSM Wealth Advisors, LLC 0.09% Add +26.4% 4,691 $628K
Perennial Investment Advisors, LLC 0.05% Reduce -21.6% 4,648 $622K
Oak Harvest Investment Services 0.07% Reduce -2.8% 4,646 $622K
Sax Wealth Advisors, LLC 0.03% Add +14.2% 4,637 $621K
Pinnacle Financial Partners Inc 0.01% Add +52.7% 4,619 $618K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% Add +2.7% 4,597 $616K
Catalyst Financial Partners LLC 0.07% Add +4.1% 4,596 $615K
Capital Advisors, Ltd. LLC 0.07% Add +3.5% 4,595 $615K
Jackson Thornton Wealth Management, LLC 0.06% New 4,313 $615K
Curat Global, LLC 0.58% No change 4,601 $614K
TRUE Private Wealth Advisors 0.06% Add +0.6% 4,586 $614K
Field & Main Bank 0.18% Add +9.7% 4,565 $611K
Summit Wealth Group LLC / Co. 0.06% New 2,055 $610K
Guerra Pan Advisors, LLC 0.37% No change 4,520 $605K
Townsquare Capital LLC 0.09% Reduce -6.3% 4,503 $603K
Cherokee Insurance Co 0.26% No change 4,500 $603K
Parsons Capital Management Inc. 0.03% Add +47.6% 4,495 $602K
Exencial Wealth Advisors, LLC 0.02% Add +11.3% 4,460 $597K
JGP Wealth Management, LLC 0.07% Reduce -0.2% 4,037 $593K
Moody LYNN Lieberson & Walker, LLC 0.03% No change 4,428 $593K
Veracity Capital LLC 0.19% Reduce -1.2% 4,420 $592K
Clear Harbor Asset Management, LLC 0.04% Reduce -1.9% 4,408 $590K
Hoxton Planning & Management, LLC 0.19% Add +0.3% 4,400 $589K
New Wave Wealth Advisors LLC 0.23% Add +61.0% 4,378 $587K
Investment Partners Asset Management, Inc. 0.39% No change 4,373 $586K
SOA Wealth Advisors, LLC. 0.10% Add +3.4% 4,367 $585K
Petros Family Wealth, LLC 0.49% New 4,365 $584K
Braun-Bostich & Associates Inc. 0.37% Add +0.5% 4,354 $583K
Roberts Glore & Co. Inc. 0.16% Reduce -0.8% 4,335 $580K
CFS Investment Advisory Services, LLC 0.04% Reduce -8.7% 3,821 $580K
Ellevest, Inc. 0.08% Add +62.1% 4,316 $578K
Kingswood Wealth Advisors, LLC 0.03% Add +2.7% 4,308 $577K
Quadcap Wealth Management, LLC 0.07% New 4,303 $576K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% No change 4,291 $575K
Cornerstone Wealth Group, LLC 0.04% Add +12.0% 4,277 $573K
Sand Hill Global Advisors, LLC 0.02% Reduce -72.0% 4,265 $571K
Chicago Capital, LLC 0.01% Reduce -65.7% 4,257 $570K
Premier Path Wealth Partners, LLC 0.07% Add +7.7% 4,250 $569K
Semanteon Capital Management, LP 0.71% New 4,242 $568K
LVM Capital Management Ltd. 0.05% New 4,230 $566K
Fairvoy Private Wealth, LLC 0.13% Add +1.0% 4,225 $566K
Retirement Income Solutions, Inc. 0.10% Reduce -1.8% 4,222 $565K
Modern Wealth Management, LLC 0.01% Add +8.0% 4,203 $563K
Numerai GP LLC 0.08% New 4,196 $562K
Tennessee Valley Asset Management Partners 0.08% New 4,193 $561K
Client 1ST Advisory Group, LLC 0.19% No change 4,190 $561K
Mascoma Wealth Management LLC 0.12% No change 4,190 $561K
Manchester Capital Management LLC 0.08% Reduce -25.3% 4,181 $560K
Saxon Interests, Inc. 0.22% Reduce -3.7% 5,557 $557K
Insigneo Advisory Services, LLC 0.04% Reduce -5.2% 4,154 $556K
Lodestone Wealth Management LLC 0.25% Reduce -0.9% 4,144 $555K
Townsend & Associates, Inc 0.05% No change 3,919 $555K
RMR Wealth Builders 0.05% Add +12.0% 4,120 $552K
Syntegra Private Wealth Group, LLC 0.05% Add +0.4% 4,115 $551K
Stoneridge Investment Partners LLC 0.38% New 4,088 $547K
Ramirez Asset Management, Inc. 0.08% Add +2.5% 4,080 $546K
Burns Matteson Capital Management, LLC 0.23% New 4,069 $545K
Ancora Advisors LLC 0.01% Reduce -2.4% 4,049 $542K
Cromwell Holdings LLC 0.29% No change 4,020 $539K
Enterprise Financial Services Corp 0.28% Reduce -3.3% 4,024 $539K
Rydar Equities, Inc. 0.43% Reduce -9.9% 3,770 $538K
Fortress Private Ledger, LLC 0.20% New 4,019 $538K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -2.0% 4,010 $537K
Chelsea Counsel Co. 0.24% No change 4,000 $537K
Advisor OS, LLC 0.05% Add +34.7% 4,005 $536K
James Investment Research, Inc. 0.06% Reduce -8.1% 4,004 $536K
King Wealth Management Group 0.07% No change 4,000 $536K
Core Wealth Partners LLC 0.25% No change 4,000 $536K
Nelson Capital Management, LLC 0.06% Reduce -11.1% 3,990 $534K
Bank Pictet & Cie (Europe) AG 0.01% Reduce -21.6% 3,974 $532K
Wall Street Financial Group, Inc. 0.39% Add +31.0% 3,947 $529K
Eisler Capital Management Ltd. 0.01% Add +91.6% 4,012 $528K
Three Seasons Wealth, LLC 0.05% New 3,929 $526K
Gsa Capital Partners LLP 0.04% Reduce -57.9% 3,926 $526K
Sivia Capital Partners, LLC 0.15% Add +12.6% 3,920 $525K
Stock Yards Bank & Trust Co. 0.02% Add +7.2% 3,911 $524K
Falcon Wealth Planning 0.05% Reduce -11.0% 3,908 $523K
Destination Wealth Management 0.01% Add +10.8% 3,892 $521K
Great Diamond Partners, LLC 0.10% Reduce -0.3% 3,888 $521K
Hutchens & Kramer Investment Management Group, LLC 0.20% Reduce -11.9% 3,886 $520K
Walker Asset Management, LLC 0.29% Add +0.2% 3,885 $520K
Hollencrest Capital Management 0.02% Reduce -8.4% 3,878 $519K
Quantessence Capital LLC 0.16% New 3,875 $519K
Core Alternative Capital 0.15% Add +1.0% 3,870 $518K
Brucke Financial, Inc. 0.30% Add +34.0% 3,283 $517K
Symphony Financial, Ltd. Co. 0.06% Reduce -5.1% 3,889 $517K
MQS Management LLC 0.30% New 3,859 $517K
Reyes Financial Architecture, Inc. 0.35% Reduce -5.9% 3,858 $517K
Meridian Investment Counsel Inc. 0.13% Reduce -34.2% 3,850 $516K
WealthBridge Capital Management, LLC 0.12% Add +4.2% 3,844 $515K
Shufro Rose & Co. LLC 0.04% No change 7,000 $509K
Drive Wealth Management, LLC 0.11% Add +1.1% 3,789 $508K
Congress Asset Management Co. 0.00% Add +0.2% 3,796 $508K
Debussy Capital Management LP 0.07% Add +0.3% 3,775 $505K
Kendall Capital Management 0.11% No change 3,770 $505K
LVW Advisors, LLC 0.05% Add +49.4% 3,767 $504K
Costello Asset Management, INC 0.17% Reduce -24.9% 3,760 $504K
Williams & Novak, LLC 0.39% No change 3,750 $502K
Zhang Financial LLC 0.02% Reduce -16.1% 3,737 $500K
Franklin Street Advisors Inc. 0.03% Reduce -2.0% 3,730 $499K
Fiduciary Financial Group, LLC 0.08% Reduce -8.7% 3,720 $498K
Florida Financial Advisors, LLC 0.15% Reduce -64.3% 3,702 $496K
Marathon Mission, Inc. 0.30% New 3,694 $495K
Relyea Zuckerberg Hanson LLC 0.05% Add +2.2% 3,675 $492K
Archer Investment Corp 0.11% Add +235.7% 3,673 $492K
NFSG Corp 0.07% Add +11.2% 3,662 $490K
Victory Financial Group, LLC 0.07% Add +0.8% 4,147 $488K
Silver Oak Securities, Incorporated 0.04% Reduce -8.2% 3,644 $488K
Triad Wealth Partners, LLC 0.06% Add +19.9% 3,642 $488K
Fiduciary Alliance LLC 0.03% Add +12.0% 3,638 $487K
Hudock, Inc. 0.07% Add +7.2% 3,637 $487K
Evermay Wealth Management LLC 0.06% No change 3,632 $487K
R Squared Ltd 0.21% New 3,634 $487K
Wesbanco Bank Inc. 0.01% Reduce -9.3% 3,632 $486K
Voya Financial Advisors, Inc. 0.05% Reduce -8.2% 3,702 $485K
Sovran Advisors, LLC 0.04% Reduce -6.3% 3,007 $484K
Moneco Advisors, LLC 0.04% Add +1.1% 3,614 $484K
Quadrant Private Wealth Management, LLC 0.09% Add +24.5% 3,597 $483K
EHP Funds Inc. 0.63% New 3,600 $482K
Kingsman Wealth Management, Inc. 0.27% New 3,600 $482K
Yeomans Consulting Group, Inc. 0.16% New 3,333 $476K
CLG LLC 0.13% Add +3.0% 3,547 $475K
Consilium Wealth Advisory, LLC 0.18% No change 3,540 $474K
Chesley Taft & Associates LLC 0.02% Add +16.4% 3,540 $474K
Darden Wealth Group Inc 0.25% Reduce -13.5% 3,520 $471K
Sittner & Nelson, LLC 0.17% Reduce -2.2% 3,515 $471K
Stillwater Capital Advisors, LLC 0.05% No change 3,500 $469K
Thrive Wealth Management, LLC 0.07% Add +0.1% 3,498 $468K
Garrett Wealth Advisory Group, LLC 0.09% No change 3,494 $468K
CYBER HORNET ETFs LLC 0.30% Add +3.3% 3,490 $467K
Bradley Foster & Sargent Inc. 0.01% Reduce -37.2% 3,480 $466K
Prasad Wealth Partners, LLC 0.13% Reduce -21.3% 3,470 $465K
Powell Investment Advisors, LLC 0.16% No change 3,460 $464K
CFM Wealth Partners LLC 0.07% No change 3,426 $459K
Bluespring Wealth Management, LLC 0.04% Add +0.5% 3,407 $457K
Sentry Investment Management LLC 0.30% Reduce -19.7% 3,204 $457K
Campbell & CO Investment Adviser LLC 0.03% New 3,407 $456K
Natural Investments, LLC 0.11% Add +2.4% 3,408 $456K
Stonebridge Financial Group, LLC 0.04% Add +28.3% 3,405 $456K
Avanda Investment Management Pte. Ltd. 0.36% New 3,400 $455K
Northstar Group, Inc. 0.07% No change 3,400 $455K
Menard Financial Group LLC 0.30% Reduce -36.4% 3,388 $454K
West Family Investments, Inc. 0.10% Reduce -57.8% 3,706 $453K
DRW Securities, LLC 0.02% Reduce -30.3% 3,382 $453K
Apella Capital, LLC 0.01% Add +1.6% 3,177 $452K
Affinity Wealth Management LLC 0.07% No change 3,370 $451K
Harbour Investments, Inc. 0.01% Add +4.2% 3,367 $451K
Stratos Investment Management, LLC 0.02% Reduce -11.3% 3,359 $450K
Teza Capital Management LLC 2.42% New 3,345 $448K
Tactive Advisors, LLC 0.13% Reduce -20.1% 3,340 $447K
Sonora Investment Management Group, LLC 0.03% Reduce -21.4% 3,337 $447K
Winch Advisory Services, LLC 0.10% Add +0.1% 3,329 $446K
OneAscent Wealth Management LLC 0.15% Add +3.6% 3,328 $446K
Fiduciary Wealth Partners, LLC 0.19% Reduce -0.3% 3,322 $445K
Brass Tax Wealth Management, Inc. 0.07% Reduce -2.6% 3,310 $443K
Westmount Partners, LLC 0.11% Add +0.0% 3,096 $442K
Blume Capital Management, Inc. 0.09% No change 3,300 $442K
Nicholas Hoffman & Company, LLC. 0.01% New 3,274 $438K
Murphy & Mullick Capital Management Corp 0.32% Add +3.7% 3,210 $438K
Axq Capital, LP 0.17% Reduce -42.6% 3,256 $436K
Ipswich Investment Management Co., Inc. 0.10% No change 3,250 $435K
Lester Murray Antman dba SimplyRich 0.12% No change 3,240 $433K
Phillips Wealth Planners LLC 0.36% Reduce -36.9% 2,899 $432K
Strategies Wealth Advisors, LLC 0.04% Reduce -0.0% 3,215 $430K
Castle Rock Wealth Management, LLC 0.10% Add +3.9% 2,944 $430K
Moss Adams Wealth Advisors LLC 0.03% Add +3.2% 3,189 $428K
Five Oceans Advisors 0.16% Reduce -2.7% 3,195 $428K
Simmons Bank 0.03% No change 3,190 $427K
Obsidian Personal Planning Solutions LLC 0.15% Reduce -0.1% 2,711 $427K
Whelan Financial 0.14% Reduce -13.9% 3,185 $426K
West Michigan Advisors, LLC 0.10% Reduce -6.8% 3,175 $426K
Atala Financial Inc 0.27% No change 3,177 $425K
Requisite Capital Management, LLC 0.07% New 3,143 $421K
Zullo Investment Group, Inc. 0.16% No change 3,144 $421K
Regent Peak Wealth Advisors LLC 0.08% — 3,129 $419K
MTM Investment Management, LLC 0.13% Add +3.6% 3,119 $418K
Composition Wealth, LLC 0.01% Reduce -45.9% 3,114 $417K
A4 Wealth Advisors LLC 0.35% — 3,112 $417K
Ewa, LLC 0.11% Add +4.6% 3,098 $415K
Terra Nova Asset Management LLC 0.26% Add +30.0% 3,091 $414K
Kavar Capital Partners Group, LLC 0.05% Reduce -1.3% 3,077 $412K
Brio Consultants, LLC 0.06% Add +3.8% 3,073 $411K
Leo Wealth, LLC 0.05% Reduce -4.2% 3,072 $411K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +3.6% 3,065 $410K
Schnieders Capital Management, Llc. 0.07% — 3,060 $410K
C M Bidwell & Associates Ltd. 0.20% Add +9.8% 3,045 $408K
Dock Street Asset Management Inc. 0.04% Add +0.7% 3,035 $406K
Impact Capital Partners LLC 0.12% Add +1.6% 3,015 $404K
Aprio Wealth Management, LLC 0.04% Add +11.8% 3,013 $403K
Northside Capital Management, LLC 0.04% No change 3,010 $403K
Nixon Peabody Trust Co. 0.03% No change 3,008 $403K
Mayport, LLC 0.09% Reduce -4.7% 3,004 $402K
Essex Bank 0.09% Add +0.6% 3,004 $402K
Aries Wealth Management 0.10% Reduce -6.8% 3,000 $402K
Grove Bank & Trust 0.05% Add +1.7% 2,992 $401K
Pines Wealth Management, LLC 0.13% Reduce -8.3% 2,962 $397K
Callahan Advisors, LLC 0.03% Add +3.7% 2,955 $396K
New Republic Capital, LLC 0.12% Add +15.3% 2,954 $395K
Canandaigua National Bank & Trust Co. 0.03% No change 2,950 $395K
FDx Advisors, Inc. 0.12% Reduce -21.9% 2,508 $395K
Poinciana Advisors Group, LLC 0.33% Add +0.8% 2,949 $395K
Integrated Investment Consultants, LLC 0.07% Reduce -10.1% 2,932 $393K
Brickley Wealth Management 0.07% Add +4.2% 2,925 $392K
McAdam, LLC 0.02% Reduce -6.5% 2,919 $391K
Bill Few Associates, Inc. 0.10% No change 2,909 $390K
CTC Alternative Strategies, Ltd. 0.63% New 2,900 $388K
Golden State Wealth Management, LLC 0.04% Add +30.2% 2,892 $387K
Smart Money Group LLC 0.11% Add +0.5% 2,890 $387K
Western Wealth Management, LLC 0.02% Add +1.2% 2,889 $387K
Councilor Wealth, LLC 0.18% No change 2,880 $386K
Douglas Lane & Associates, LLC 0.01% Reduce -3.0% 2,866 $384K
Quantum Financial Advisors, LLC 0.05% Add +0.0% 2,864 $383K
Addison Advisors LLC 0.09% Add +2.8% 2,857 $383K
Private Wealth Asset Management, LLC 0.05% Reduce -4.5% 2,856 $382K
Cypress Asset Management Inc. 0.09% Add +3.6% 2,850 $382K
Element Wealth, LLC 0.16% Add +0.4% 2,822 $378K
Jacobsen Capital Management 0.13% Add +4.1% 2,804 $375K
Asset Dedication, LLC 0.03% No change 2,804 $375K
Aventura Private Wealth, LLC 0.14% Add +33.5% 2,790 $374K
Cary Street Partners Investment Advisory LLC 0.16% Add +132.3% 2,776 $372K
Austin Private Wealth, LLC 0.03% Add +2.4% 2,770 $371K
Wealth Alliance Advisory Group, LLC 0.07% No change 2,754 $369K
EntryPoint Capital, LLC 0.14% New 2,746 $368K
Purus Wealth Management, LLC 0.12% No change 2,740 $367K
First County Bank 0.19% Reduce -0.6% 2,726 $365K
Financial Engines Advisors L.L.C. 0.00% Reduce -10.1% 2,693 $361K
Broyhill Asset Management, LLC 0.32% No change 2,690 $360K
BCR Wealth Strategies, LLC 0.13% Add +1.5% 2,680 $358K
Integras Partners LLC 0.29% No change 2,660 $356K
Parthenon LLC 0.04% New 2,660 $356K
Advus Financial Partners, LLC 0.09% Reduce -5.8% 2,659 $356K
Verus Capital Partners, LLC 0.03% New 2,656 $356K
Canvas Wealth Advisors, LLC 0.06% Add +6.9% 2,438 $355K
Key Client Fiduciary Advisors, LLC 0.12% Add +10.4% 2,651 $355K
Grandfield & Dodd, LLC 0.02% No change 2,650 $355K
Bowen Hanes & Co. Inc. 0.01% New 2,650 $355K
BridgePort Financial Solutions, LLC 0.10% Reduce -3.8% 2,646 $354K
Continuum Wealth Advisors, LLC 0.15% Reduce -43.8% 2,640 $353K
Rockland Trust Co. 0.01% New 2,640 $353K
Ascentis Independent Advisors 0.06% Add +7.3% 2,588 $347K
von Borstel & Associates, Inc. 0.05% New 2,080 $346K
Silver Grove Financial Group, Inc. 0.33% — 2,559 $343K
Gabelli Funds LLC 0.00% Reduce -1.7% 2,555 $342K
Baldwin Wealth Partners LLC 0.02% No change 2,551 $342K
OneAscent Family Office, LLC 0.28% Add +1.5% 2,538 $340K
Abel Hall, LLC 0.14% Reduce -1.8% 2,517 $337K
McCarter Private Wealth Services LLC 0.17% No change 2,500 $335K
Tilson Financial Group, Inc. 0.11% No change 2,485 $333K
Algert Global LLC 0.01% Reduce -60.8% 2,473 $331K
Plancorp, LLC 0.01% Reduce -4.0% 2,467 $330K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.08% Reduce -7.2% 2,460 $329K
Fragasso Financial Advisors Inc 0.02% Reduce -29.4% 2,249 $328K
Watts Gwilliam & Co., LLC 0.05% No change 2,448 $328K
Country Club Bank 0.02% Reduce -1.6% 2,500 $328K
Brookwood Investment Group LLC 0.04% Add +1.7% 2,446 $328K
Stonehaven Wealth & Tax Solutions, LLC 0.30% Reduce -7.1% 2,444 $327K
BlackDiamond Wealth Management, LLC 0.18% Add +15.1% 2,423 $324K
Anchor Investment Management, LLC 0.03% No change 2,421 $324K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -35.2% 2,419 $324K
Keystone Wealth Services, LLC 0.07% No change 2,418 $324K
Dynamic Wealth Strategies, LLC 0.22% Reduce -13.1% 2,413 $323K
Lazari Capital Management, Inc. 0.11% No change 2,406 $322K
Kennicott Capital Management LLC 0.16% No change 2,400 $321K
Davis R M Inc. 0.01% Reduce -30.0% 2,399 $321K
YANKCOM Partnership 0.14% Add +0.8% 2,394 $321K
Mitchell Capital Management Co. 0.05% New 2,393 $320K
Financial Management Professionals, Inc. 0.03% Reduce -34.3% 2,386 $320K
Waddell & Associates, LLC 0.03% New 2,386 $319K
Capstone Financial Advisors, Inc. 0.02% Add +9.2% 2,383 $319K
Berger Financial Group, Inc 0.02% Add +4.6% 2,380 $319K
Affinity Capital Advisors, LLC 0.05% Reduce -13.9% 2,158 $317K
Klingman & Associates, LLC 0.02% Add +11.3% 2,367 $317K
First Interstate Bank 0.02% No change 2,367 $317K
IFG Advisory, LLC 0.01% Reduce -18.5% 2,358 $316K
GWN Securities Inc. 0.07% Reduce -44.9% 2,327 $315K
Fielder Capital Group LLC 0.07% Add +3.6% 2,353 $315K
Bensler, LLC 0.03% No change 2,340 $313K
West Bancorporation Inc. 0.17% Reduce -7.3% 2,339 $313K
Investor's Fiduciary Advisor Network, LLC 0.11% Add +7.0% 2,338 $313K
JB Capital LLC 0.01% Reduce -94.8% 2,318 $310K
Calydon Capital 0.05% Reduce -45.8% 2,305 $309K
Allen Capital Group, LLC 0.03% Add +0.9% 2,305 $309K
Simon Quick Advisors, LLC 0.01% New 2,302 $308K
Leigh Baldwin & Co., LLC 0.17% No change 2,300 $308K
TCI Wealth Advisors, Inc. 0.02% Add +2.7% 2,289 $306K
CFO4Life Group, LLC 0.04% New 2,288 $306K
Spectrum Strategic Capital Management, LLC 0.18% No change 2,270 $304K
Headinvest, LLC 0.06% New 2,270 $304K
MJP Associates Inc. 0.04% New 2,270 $304K
Warren Street Wealth Advisors, LLC 0.09% Add +4.8% 2,268 $304K
Transcend Capital Advisors, LLC 0.02% New 2,263 $303K
Claro Advisors Inc. 0.04% Add +7.0% 2,260 $303K
Confluence Wealth Services, Inc. 0.01% Reduce -0.3% 2,251 $301K
Wealth Advisory Solutions, LLC 0.07% No change 2,237 $300K
Walkner Condon Financial Advisors LLC 0.05% Reduce -2.1% 2,236 $299K
Highland Capital Management, LLC 0.01% No change 2,230 $299K
PTM Wealth Management, LLC 0.18% New 2,000 $298K
Hoey Investments, Inc. 0.04% Reduce -0.5% 2,220 $297K
Kathmere Capital Management, LLC 0.02% New 2,220 $297K
Hazlett, Burt & Watson, Inc. 0.10% Add +91.3% 2,234 $297K
Meadow Creek Wealth Advisors LLC 0.20% Reduce -21.8% 2,079 $296K
IPG Investment Advisors LLC 0.05% Reduce -55.8% 2,200 $295K
Foster Group, Inc. 0.01% Add +2.0% 2,201 $295K
BCS Wealth Management 0.07% Reduce -16.9% 2,200 $295K
Saranac Partners Ltd 0.06% New 2,200 $295K
Renaissance Technologies 0.00% New 2,200 $295K
Prosperity Consulting Group, LLC 0.01% New 2,199 $294K
Harvest Investment Services, LLC 0.06% New 2,190 $293K
Mitchell McLeod Pugh & Williams Inc. 0.05% New 1,877 $292K
Beacon Capital Management, LLC 0.04% Add +118.0% 2,165 $290K
Riversedge Advisors, LLC 0.05% New 2,162 $289K
Bartlett & Co. Wealth Management LLC 0.00% Add +7.2% 2,157 $289K
Paragon Private Wealth Management, LLC 0.09% New 2,160 $289K
Samalin Investment Counsel, LLC 0.10% Add +0.1% 2,153 $288K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -11.0% 2,141 $287K
Moody National Bank Trust Division 0.02% Reduce -0.1% 2,135 $286K
Heritage Wealth Management, Inc. 0.08% Reduce -1.4% 2,121 $284K
Ballast Advisors LLC 0.08% No change 2,121 $284K
ZWJ Investment Counsel Inc. 0.01% New 2,118 $284K
Excalibur Management Corp. 0.10% No change 2,117 $283K
Foronjy Financial LLC 0.12% Reduce -30.2% 2,117 $283K
PharVision Advisers, LLC 0.16% New 2,116 $283K
Register Financial Advisors LLC 0.11% New 2,110 $283K
Murphy Pohlad Asset Management LLC 0.11% No change 2,105 $282K
Voisard Asset Management Group, Inc. 0.07% Add +1.4% 2,101 $281K
Financial Consulate, Inc. 0.04% New 2,100 $281K
Guyasuta Investment Advisors Inc. 0.02% Add +0.9% 2,095 $281K
Ridgepath Capital Management LLC 0.12% No change 2,080 $279K
Latitude Advisors, LLC 0.13% New 2,079 $278K
Fi3 FINANCIAL ADVISORS, LLC 0.09% New 2,068 $277K
Wayfinding Financial, LLC 0.12% New 2,060 $276K
FMB Wealth Management 0.12% No change 2,060 $276K
Caldwell Sutter Capital, Inc. 0.12% Reduce -2.3% 2,055 $275K
Osborne Partners Capital Management, LLC 0.01% New 2,051 $275K
Gables Capital Management Inc. 0.12% No change 2,040 $273K
Patton Fund Management, Inc. 0.05% Reduce -33.9% 2,038 $273K
Cyndeo Wealth Partners, LLC 0.02% Reduce -32.9% 2,037 $273K
Smith Salley Wealth Management 0.01% Reduce -26.8% 2,036 $273K
Transamerica Financial Advisors, LLC 0.02% New 2,031 $272K
Nia Impact Advisors, LLC 0.09% New 2,026 $271K
Hamilton Point Investment Advisors, LLC 0.04% New 2,020 $271K
Parcion Private Wealth LLC 0.02% New 2,023 $271K
Stonebrook Private Inc. 0.06% New 2,018 $270K
Guidance Point Advisors, LLC 0.07% New 2,014 $270K
Ashton Thomas Securities, LLC 0.04% New 2,032 $270K
Bond & Devick Financial Network, Inc. 0.08% New 2,006 $269K
Lineweaver Wealth Advisors, LLC 0.04% New 2,003 $268K
Revere Asset Management, Inc 0.10% New 2,000 $268K
Contravisory Investment Management, Inc. 0.05% No change 2,000 $268K
Seaview Investment Managers LLC 0.10% Reduce -62.5% 1,990 $266K
Francis Financial, Inc. 0.05% New 1,181 $266K
ARS Wealth Advisors Group, LLC 0.03% New 1,980 $265K
QTR Family Wealth, LLC 0.13% New 1,978 $265K
Liberty Wealth Management LLC 0.04% New 1,975 $264K
Covestor Ltd 0.14% Reduce -20.4% 1,963 $263K
Essential Partners LLC 0.09% Add +158.3% 1,963 $263K
Money Concepts Capital Corp. 0.02% Reduce -5.1% 1,960 $262K
Boston Trust Walden Corp 0.00% New 1,960 $262K
Welch Group, LLC 0.01% New 1,958 $262K
SIH Partners, LLLP 0.02% New 1,952 $261K
Fox Run Management, L.L.C. 0.04% Reduce -79.5% 1,943 $260K
Colonial River Investments, LLC 0.10% New 1,942 $260K
Revolve Wealth Partners, LLC 0.03% New 1,938 $260K
Andina Capital Management, LLC 0.15% Reduce -29.2% 1,933 $259K
Brand Asset Management Group, Inc. 0.07% New 1,932 $259K
SilverOak Wealth Management LLC 0.04% New 1,921 $257K
FineMark National Bank & Trust 0.01% New 1,920 $257K
Traphagen Investment Advisors LLC 0.02% New 1,917 $257K
Elevatus Welath Management 0.07% New 1,917 $257K
Caliber Wealth Management, LLC / KS 0.03% New 1,914 $256K
Sherbrooke Park Advisers LLC 0.12% New 1,908 $255K
Avior Wealth Management, LLC 0.01% New 1,907 $255K
Garden State Investment Advisory Services LLC 0.06% New 1,899 $255K
Drucker Wealth 3.0, LLC 0.05% New 1,902 $255K
FLC Capital Advisors 0.05% New 1,902 $255K
Private Advisory Group LLC 0.02% New 1,894 $254K
Signature Wealth Management Group 0.10% New 1,890 $253K
Great Waters Wealth Management 0.03% New 1,881 $252K
Omnia Family Wealth, LLC 0.08% New 1,876 $252K
Prelude Capital Management, LLC 0.02% Reduce -84.9% 1,866 $250K
Alpha Wealth Funds, LLC 0.20% New 2,000 $250K
Avalon Capital Management 0.06% New 1,861 $249K
Cypress Wealth Services, LLC 0.04% New 1,849 $248K
Atlantic Union Bankshares Corp 0.00% Add +60.3% 1,848 $247K
Family Manage LLC 0.03% New 1,839 $246K
Canopy Partners, LLC 0.08% New 1,828 $245K
Consilio Wealth Advisors, LLC 0.08% New 1,823 $244K
Beirne Wealth Consulting Services, LLC 0.06% New 1,814 $244K
Hobbs Wealth Management, LLC 0.20% New 1,820 $244K
Defined Financial Planning LLC 0.20% Reduce -23.9% 1,697 $242K
Seneca House Advisors 0.10% New 1,805 $242K
ORG Partners LLC 0.04% Add +7.7% 1,805 $242K
Sepio Capital, LP 0.01% New 1,801 $241K
Everpar Advisors LLC 0.10% New 1,800 $241K
SeaBridge Investment Advisors LLC 0.04% New 1,800 $241K
Howe & Rusling Inc. 0.02% New 1,796 $241K
LRI Investments, LLC 0.02% Reduce -19.9% 1,796 $241K
Gallacher Capital Management LLC 0.09% New 1,793 $240K
STAR Financial Bank 0.14% New 3,140 $240K
BIP Wealth, LLC 0.01% New 1,790 $240K
Retirement Planning Group, LLC 0.01% New 1,783 $239K
Kraft, Davis & Associates, LLC 0.06% New 1,595 $239K
Monument Capital Management 0.06% New 1,778 $238K
Center For Asset Management LLC 0.13% Reduce -40.8% 1,773 $237K
True Freedom Investing, LLC 0.08% New 1,769 $237K
First Pacific Financial 0.03% No change 1,766 $236K
Cornerstone Advisory, LLC 0.02% New 1,765 $236K
First Foundation Advisors 0.01% New 1,761 $236K
Intelligence Driven Advisers, LLC 0.03% New 1,751 $234K
Buck Wealth Strategies, LLC 0.03% New 1,747 $234K
Breakthru Advisory Services, LLC 0.15% New 1,745 $234K
Beacon Financial Advisory LLC 0.05% New 1,742 $233K
General Partner, Inc. 0.13% No change 1,740 $233K
First Command Advisory Services, Inc. 0.00% No change 1,740 $233K
UNIVEST FINANCIAL Corp 0.01% New 1,735 $232K
Blackhawk Capital Partners, LLC 0.09% New 1,730 $232K
Selective Wealth Management, Inc. 0.07% New 1,649 $231K
Hemington Wealth Management 0.03% Add +4.3% 1,731 $231K
Insight Advisors, LLC/ PA 0.04% Reduce -42.1% 1,720 $230K
Planned Solutions, Inc. 0.08% New 1,720 $230K
Blue Bell Private Wealth Management, LLC 0.04% Add +13.9% 1,720 $230K
Traveka Wealth, LLC 0.10% New 1,713 $229K
Index Fund Advisors, Inc. 0.01% New 1,707 $229K
CM Wealth Advisors LLC 0.06% New 1,700 $228K
Ingalls & Snyder LLC 0.01% New 1,692 $227K
Private Wealth Partners, LLC 0.02% Reduce -80.6% 1,690 $226K
North Star Asset Management Inc. 0.01% New 1,687 $226K
Gryphon Financial Partners LLC 0.03% New 1,684 $225K
Coston, McIsaac & Partners 0.05% Add +0.1% 1,681 $225K
Formidable Asset Management, LLC 0.04% New 2,310 $225K
WASHINGTON TRUST Co 0.01% New 1,678 $225K
Capula Management Ltd 0.00% New 1,678 $225K
Integral Investment Advisors, Inc. 0.06% New 1,675 $224K
Humankind Investments LLC 0.05% New 1,675 $224K
JSF Financial, LLC 0.05% New 1,673 $224K
Wealth Management Associates, Inc. 0.08% New 1,671 $224K
Aletheian Wealth Advisors LLC 0.10% New 1,667 $223K
GW&K Investment Management, LLC 0.00% Add +2.9% 1,668 $223K
Wealthstream Advisors, Inc. 0.03% New 1,656 $222K
Arrien Investments, Inc. 0.13% New 1,653 $221K
HBW Advisory Services LLC 0.02% New 1,646 $220K
Wolff Wiese Magana LLC 0.12% Reduce -43.6% 1,645 $220K
Optivise Advisory Services LLC 0.13% New 1,642 $220K
Collective Family Office LLC 0.05% New 1,638 $219K
Globeflex Capital L P 0.03% New 1,637 $219K
Motive Wealth Advisors 0.09% New 1,634 $219K
GenTrust, LLC 0.01% New 1,624 $218K
Roberts Wealth Advisors, LLC 0.06% New 1,620 $217K
Signal Advisors Wealth, LLC 0.02% New 1,616 $216K
Peterson Wealth Services 0.05% New 955 $216K
Copley Financial Group, Inc. 0.15% New 1,610 $216K
Community Financial Services Group, LLC 0.04% New 1,610 $216K
Connable Office Inc. 0.02% New 1,610 $216K
Smith Thornton Advisors LLC 0.11% New 1,600 $214K
Csenge Advisory Group 0.01% New 1,597 $214K
Bogart Wealth, LLC 0.01% Add +2.1% 1,595 $214K
Lantz Financial LLC 0.05% Reduce -38.6% 1,593 $213K
Catalyst Private Wealth, LLC 0.09% New 1,591 $213K
Graybill Wealth Management, LTD. 0.07% New 1,590 $213K
Rockbridge Investment Management, LCC 0.02% New 1,590 $213K
MBL Wealth, LLC 0.02% New 1,575 $211K
Edmond DE Rothschild Holding S.A. 0.00% New 1,568 $210K
FSA Investment Group, LLC 0.13% New 1,469 $210K
KFA Private Wealth Group, LLC 0.06% New 1,566 $210K
Breakwater Capital Group 0.03% New 1,561 $209K
RB Capital Management, LLC 0.05% New 1,559 $209K
Syverson Strege & Co 0.05% New 1,555 $208K
LifePlan Financial, LLC 0.16% New 1,554 $208K
Altfest L J & Co. Inc. 0.02% New 1,554 $208K
Reynders McVeigh Capital Management, LLC 0.01% New 1,553 $208K
Central Asset Investments & Management Holdings (HK) Ltd 0.15% New 1,550 $208K
Oldfather Financial Services, LLC 0.06% New 1,547 $207K
Seldon Capital LP 0.07% New 1,540 $206K
Symmetry Partners, LLC 0.02% New 1,537 $206K
First Horizon Corp. 0.01% — 1,532 $205K
Paradice Investment Management LLC 0.05% New 1,524 $204K
Baker Tilly Wealth Management, LLC 0.05% New 1,523 $204K
Catalyst Capital Advisors LLC 0.00% Reduce -41.2% 1,522 $204K
Brown, Lisle/Cummings, Inc. 0.05% No change 1,521 $204K
IMPACTfolio, LLC 0.09% New 1,520 $204K
Wealth Effects LLC 0.07% New 1,520 $204K
Avaii Wealth Management, LLC 0.08% New 1,515 $203K
Centennial Wealth Advisory LLC 0.06% New 1,510 $202K
Lighthouse Investment Partners, LLC 0.01% Reduce -70.8% 1,510 $202K
Moloney Securities Asset Management, LLC 0.02% New 1,507 $202K
Colonial Trust Co / SC 0.03% Reduce -0.5% 1,505 $202K
Rothschild Wealth LLC 0.04% New 1,505 $202K
Pflug Koory, LLC 0.10% Add +201.0% 1,505 $202K
Argent Advisors, Inc. 0.06% New 1,503 $201K
Jupiter Wealth Management LLC 0.09% No change 1,500 $201K
Builder Investment Group Inc. 0.05% New 1,500 $201K
Exchange Bank 0.14% New 1,497 $200K
Forbes J M & Co. LLP 0.02% New 1,496 $200K
Topsail Wealth Management, LLC 0.03% New 1,493 $200K
MCF Advisors LLC 0.01% Add +2.5% 1,486 $199K
1620 Investment Advisors, Inc. 0.13% Reduce -1.7% 1,452 $194K
Creative Financial Designs Inc. 0.01% Reduce -3.6% 1,435 $192K
Bay Harbor Wealth Management, LLC 0.05% Reduce -15.7% 1,376 $184K
Arlington Trust Co LLC 0.03% No change 1,370 $183K
City State Bank 0.05% No change 1,340 $179K
Quarry LP 0.05% Add +540.9% 1,333 $178K
Geneos Wealth Management Inc. 0.00% Reduce -68.2% 1,246 $167K
Abich Financial Wealth Management LLC 0.06% — 1,208 $162K
CBIZ Investment Advisory Services, LLC 0.01% No change 1,171 $157K
E Fund Management (Hong Kong) Co., Ltd. 0.10% Add +87.8% 1,166 $156K
Evelyn Partners Investment Management LLP 0.00% No change 1,160 $155K
Ofi Invest Asset Management 0.00% Reduce -4.0% 1,362 $155K
Turning Point Benefit Group, Inc. 0.09% New 1,068 $153K
SJS Investment Consulting Inc. 0.02% Add +102.0% 1,135 $152K
Toth Financial Advisory Corp. 0.02% Add +10.0% 1,100 $147K
Centerpoint Advisors, LLC 0.05% Add +7.9% 1,087 $146K
Colonial Trust Advisors 0.01% Reduce -6.5% 1,075 $144K
Steigerwald, Gordon & Koch Inc. 0.01% New 1,065 $143K
Kozak & Associates, Inc. 0.03% Add +0.2% 928 $137K
Logan Capital Management Inc. 0.01% No change 1,021 $137K
Whipplewood Advisors, LLC 0.09% Reduce -31.4% 1,000 $134K
Independence Bank of Kentucky 0.02% New 1,000 $134K
First United Bank & Trust 0.04% Add +44.1% 980 $131K
Armstrong Advisory Group, Inc. 0.01% Add +2.0% 979 $131K
Wealth Watch Advisors, INC 0.05% New 926 $124K
Western Pacific Wealth Management, LP 0.12% No change 891 $119K
Gen-Wealth Partners Inc 0.04% Reduce -19.6% 885 $119K
Abound Wealth Management 0.03% No change 871 $117K
Rosenberg Matthew Hamilton 0.03% No change 869 $116K
North Capital, Inc. 0.09% Add +2.6% 862 $115K
DT Investment Partners, LLC 0.01% No change 860 $115K
Stelac Advisory Services LLC 0.04% New 852 $114K
JFS Wealth Advisors, LLC 0.01% Reduce -11.2% 837 $112K
S.A. Mason LLC 0.05% No change 830 $111K
Alerus Financial NA 0.01% No change 830 $111K
Ameritas Advisory Services, LLC 0.01% New 821 $110K
Rise Advisors, LLC 0.04% Add +3.1% 820 $110K
Strategic Advocates LLC 0.03% New 816 $109K
McIlrath & Eck, LLC 0.01% Add +14.5% 815 $109K
Riverview Trust Co 0.13% No change 800 $107K
Atlantic Edge Private Wealth Management, LLC 0.03% Add +6.7% 800 $107K
Osterweis Capital Management Inc. 0.01% No change 796 $107K
Holos Integrated Wealth LLC 0.06% No change 810 $106K
Delta Asset Management LLC 0.01% No change 770 $103K
AllSquare Wealth Management LLC 0.05% No change 764 $102K
Bangor Savings Bank 0.01% No change 753 $101K
Perkins Coie Trust Co 0.02% No change 750 $100K
Rakuten Securities, Inc. 0.04% Add +120.3% 747 $100K
True Wealth Design, LLC 0.03% Add +70.3% 727 $97K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.19% Reduce -95.3% 718 $96K
Washington Trust Advisors, Inc. 0.01% Reduce -69.3% 704 $94K
Investment Research & Advisory Group, Inc. 0.03% Add +0.3% 677 $94K
Activest Wealth Management 0.02% Add +29.3% 701 $94K
Longview Financial Advisors LLC 0.05% No change 700 $94K
Promus Capital, LLC 0.06% No change 699 $94K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 620 $91K
Financial Freedom, LLC 0.04% Add +0.3% 639 $86K
Quest 10 Wealth Builders, Inc. 0.08% Add +3.3% 626 $84K
Cloud Capital Management, LLC 0.04% New 622 $83K
Citizens National Bank Trust Department 0.01% No change 603 $81K
KERR FINANCIAL PLANNING Corp 0.11% — 518 $78K
Fortitude Family Office, LLC 0.02% Reduce -0.3% 579 $78K
Millstone Evans Group, LLC 0.05% No change 560 $75K
Hager Investment Management Services, LLC 0.04% Reduce -35.3% 550 $74K
Cranbrook Wealth Management, LLC 0.01% No change 550 $74K
Cornerstone Planning Group LLC 0.01% Reduce -4.3% 441 $71K
Tradewinds Capital Management, LLC 0.02% Add +6.0% 530 $71K
Pension & Wealth Management Advisors, Inc. 0.02% No change 527 $71K
City Holding Co. 0.01% Add +5.2% 526 $70K
Robbins Farley 0.03% New 523 $70K
Roxbury Financial LLC 0.06% Add +0.2% 520 $70K
Evolution Wealth Management Inc. 0.07% Reduce -16.2% 517 $69K
Physician Wealth Advisors, Inc. 0.01% Add +836.4% 515 $69K
Avion Wealth 0.01% Add +305.5% 515 $68K
Strive Asset Management, LLC 0.04% New 505 $68K
Solstein Capital, LLC 0.03% Reduce -15.3% 500 $67K
1 North Wealth Services LLC 0.03% No change 500 $67K
Key Financial Inc 0.01% No change 460 $66K
Palisade Asset Management, LLC 0.01% New 488 $65K
Manning & Napier Advisors LLC 0.00% New 480 $64K
Bell Investment Advisors, Inc 0.01% Reduce -3.1% 474 $63K
Beaird Harris Wealth Management, LLC 0.00% Add +8.0% 473 $63K
Cedar Wealth Management, LLC 0.02% No change 470 $63K
Steph & Co. 0.02% New 470 $63K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 460 $62K
Rossby Financial, LCC 0.02% Reduce -13.1% 433 $62K
Valued Wealth Advisors LLC 0.03% Add +4.8% 455 $61K
SouthState Bank Corp 0.00% Reduce -68.2% 452 $61K
Ameriflex Group, Inc. 0.02% Add +330.8% 448 $60K
Bruce G. Allen Investments, LLC 0.04% No change 421 $56K
Orion Capital Management LLC 0.02% Reduce -16.0% 420 $56K
Loomis Sayles & Co. L P 0.00% Add +1.7% 420 $56K
Summit Securities Group LLC 0.02% New 411 $55K
Avalon Trust Co 0.00% No change 410 $55K
BOK Financial Private Wealth, Inc. 0.00% No change 400 $54K
Hopwood Financial Services, Inc. 0.04% New 400 $54K
Finley Financial, LLC 0.02% No change 400 $54K
Fourth Dimension Wealth, LLC 0.02% No change 400 $54K
Country Trust Bank 0.00% No change 400 $54K
2UniFi Bank 0.03% No change 380 $51K
Midwest Capital Advisors, LLC 0.02% No change 380 $51K
MPWM Advisory Solutions, LLC 0.03% No change 370 $50K
Rational Advisors, Inc. 0.01% Add +28.5% 370 $50K
Atwood & Palmer Inc. 0.00% No change 370 $50K
Smallwood Wealth Investment Management, LLC 0.02% No change 360 $48K
Grey Fox Wealth Advisors, LLC 0.01% New 351 $47K
Sachetta, LLC 0.02% No change 347 $47K
JPL Wealth Management, LLC 0.01% New 346 $46K
Financial Perspectives, Inc 0.01% No change 343 $46K
Retirement Wealth Solutions LLC 0.03% Reduce -19.6% 341 $46K
REAP Financial Group, LLC 0.01% Add +7.3% 338 $45K
Caitlin John, LLC 0.03% New 336 $45K
Halbert Hargrove Global Advisors, LLC 0.00% Add +104.3% 333 $45K
Tripletail Wealth Management, LLC 0.05% New 300 $44K
VSM Wealth Advisory, LLC 0.01% No change 330 $44K
Barnes Dennig Private Wealth Management LLC 0.04% Reduce -21.2% 308 $41K
Vermillion & White Wealth Management Group, LLC 0.02% New 308 $41K
Sound Income Strategies, LLC 0.00% New 290 $41K
Delos Wealth Advisors, LLC 0.03% No change 305 $41K
JNBA Financial Advisors 0.00% No change 300 $40K
Measured Wealth Private Client Group, LLC 0.01% New 298 $40K
WPG Advisers, LLC 0.03% Reduce -1.4% 291 $39K
Clearstead Trust, LLC 0.01% Reduce -30.0% 280 $37K
TFC Financial Management, Inc. 0.00% No change 280 $37K
Howard Hughes Medical Institute 0.02% Reduce -1.8% 272 $36K
IMG Wealth Management, Inc. 0.02% No change 264 $35K
Barrett & Company, Inc. 0.01% Reduce -61.0% 262 $35K
North Star Investment Management Corp. 0.00% Add +2.8% 257 $34K
Aspect Partners, LLC 0.02% Add +5.4% 252 $34K
Prestige Wealth Management Group LLC 0.01% No change 250 $34K
MJT & Associates Financial Advisory Group, Inc. 0.03% No change 250 $33K
West Financial Advisors, LLC 0.01% No change 250 $33K
N.E.W. Advisory Services LLC 0.00% No change 250 $33K
Raffa Wealth Management, LLC 0.01% Add +17.0% 248 $33K
Kilter Group LLC 0.02% Add +18.3% 246 $33K
Silicon Valley Capital Partners 0.00% Reduce -10.9% 245 $33K
LGT Financial Advisors LLC 0.07% No change 231 $31K
Westend Capital Management, LLC 0.01% No change 230 $31K
Clark Wealth Partners 0.02% Add +57.4% 170 $29K
Birchbrook, Inc. 0.01% Add +0.5% 211 $28K
TrinityBridge Ltd 0.00% Reduce -84.7% 210 $28K
Ulland Investment Advisors, LLC 0.02% No change 200 $27K
Transce3nd, LLC 0.24% Reduce -94.5% 389 $27K
Legacies Wealth LLC 0.02% No change 200 $27K
Towne Trust Company, N.A 0.01% No change 200 $27K
Stance Capital LLC 0.01% New 196 $26K
Mowery & Schoenfeld Wealth Management, LLC 0.04% Reduce -12.3% 193 $26K
Motco 0.00% Add +20.0% 192 $26K
WealthCollab, LLC 0.01% Add +10.6% 188 $25K
Private Wealth Management Group, LLC 0.01% No change 188 $25K
Global Wealth Strategies & Associates 0.01% Add +8.2% 184 $25K
Altshuler Shaham Ltd 0.00% Add +19.5% 184 $25K
Hilltop National Bank 0.01% Reduce -54.4% 180 $24K
Redmont Wealth Advisors LLC 0.03% No change 170 $23K
United Community Bank 0.01% Add +54.5% 170 $23K
St Germain D J Co. Inc. 0.00% Reduce -7.8% 166 $22K
Medallion Wealth Advisors, LLC 0.01% Reduce -7.9% 152 $20K
CGC Financial Services, LLC 0.01% Add +49.0% 152 $20K
GGM Financial LLC 0.01% New 151 $20K
NBT Bank, N.A. 0.00% No change 150 $20K
Binnacle Investments Inc 0.01% Add +21.7% 146 $20K
Highline Wealth Partners LLC 0.01% Reduce -78.9% 142 $19K
S&T Bank 0.01% No change 138 $18K
Harbor Investment Advisory, LLC 0.00% New 138 $18K
Marquette Asset Management, LLC 0.00% New 132 $18K
Ascentis Wealth Management, LLC 0.00% Add +3125.0% 129 $17K
TCTC Holdings, LLC 0.00% No change 127 $17K
Lowe Wealth Advisors, LLC 0.01% No change 122 $16K
Comprehensive Financial Planning, Inc. 0.01% No change 120 $16K
Corsicana & Co. 0.01% — 120 $16K
Hughes Financial Services, LLC 0.00% No change 95 $16K
Crewe Advisors LLC 0.00% Reduce -37.1% 117 $16K
Dunhill Financial, LLC 0.00% Add +0.9% 110 $15K
Tortoise Investment Management, LLC 0.00% Add +17.1% 103 $14K
Clear Investment Research, LLC 0.02% Add +750.0% 102 $14K
Nova Wealth Management, Inc. 0.01% No change 100 $13K
Nalls Sherbakoff Group, LLC 0.01% New 100 $13K
Eukles Asset Management 0.01% No change 100 $13K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 100 $13K
Imprint Wealth LLC 0.04% — 98 $13K
Guerra Advisors Inc 0.00% New 96 $13K
Davidson Capital Management Inc. 0.00% Reduce -28.8% 94 $13K
HHM Wealth Advisors, LLC 0.00% New 94 $13K
Albion Financial Group 0.00% New 92 $12K
Piscataqua Savings Bank 0.01% Reduce -52.6% 90 $12K
Red Tortoise LLC 0.01% No change 90 $12K
Security National Bank 0.00% No change 90 $12K
Marshall & Sterling Wealth Advisors Inc. 0.01% Reduce -19.4% 87 $12K
DiNuzzo Private Wealth, Inc. 0.00% No change 116 $12K
Dogwood Wealth Management LLC 0.00% Reduce -28.6% 80 $11K
Principia Wealth Advisory, LLC 0.01% Add +10.9% 71 $10K
Fairway Wealth LLC 0.00% No change 70 $9K
Heartwood Wealth Advisors LLC 0.00% New 70 $9K
High Note Wealth, LLC 0.00% Reduce -64.3% 65 $9K
Tidemark, LLC 0.00% Add +24.5% 61 $8K
Front Row Advisors LLC 0.00% No change 60 $8K
Kennebec Savings Bank 0.01% No change 60 $8K
Frazier Financial Advisors, LLC 0.00% No change 60 $8K
Clean Yield Group 0.00% No change 60 $8K
Pacific Center for Financial Services 0.00% No change 60 $8K
Heritage Wealth Advisors 0.00% No change 60 $8K
Hartford Financial Management Inc. 0.00% Reduce -44.5% 56 $7K
Wealth Preservation Advisors, LLC 0.00% Reduce -38.9% 55 $7K
Rialto Wealth Management, LLC 0.00% Add +7.8% 55 $7K
Bare Financial Services, Inc 0.00% Add +23.8% 52 $7K
Hoese & Co LLP 0.01% No change 50 $7K
Elevation Wealth Partners, LLC 0.00% New 50 $7K
Coastline Trust Co 0.00% No change 50 $7K
Park Place Capital Corp 0.00% Add +96.0% 49 $7K
Winnacle Wealth LLC 0.00% New 42 $6K
Crowley Wealth Management, Inc. 0.00% No change 40 $5K
Dagco, Inc. 0.00% No change 40 $5K
Pineridge Advisors LLC 0.00% No change 39 $5K
Cedar Mountain Advisors, LLC 0.00% New 39 $5K
American Capital Advisory, LLC 0.00% Add +5.6% 38 $5K
Crews Bank & Trust 0.00% New 36 $5K
Hurley Capital, LLC 0.00% New 30 $4K
Evergreen Private Wealth LLC 0.00% No change 30 $4K
Capital Analysts, LLC 0.00% Add +3.0% 34 $4K
Fairscale Capital, LLC 0.00% No change 28 $4K
TD Capital Management LLC 0.00% No change 25 $3K
HFM Investment Advisors, LLC 0.00% Add +13.6% 25 $3K
Quaker Wealth Management, LLC 0.00% Add +41.2% 24 $3K
WestEnd Advisors, LLC 0.00% Add +26.3% 24 $3K
PayPay Securities Corp 0.11% Reduce -4.2% 23 $3K
Plante Moran Financial Advisors, LLC 0.00% New 22 $3K
ESL Trust Services, LLC 0.00% New 21 $3K
Noble Wealth Management PBC 0.00% — 20 $3K
Advanced Portfolio Management, LLC 0.01% New 19 $3K
Seneschal Advisors, LLC 0.00% New 17 $2K
Cape Investment Advisory, Inc. 0.00% Reduce -99.0% 15 $2K
Davis Capital Management 0.00% — 11 $1K
Bear Mountain Capital, Inc. 0.00% New 10 $1K
DecisionPoint Financial, LLC 0.00% No change 10 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 10 $1K
West Branch Capital LLC 0.00% No change 10 $1K
Caitong International Asset Management Co., Ltd 0.00% New 6 $803
GHP Investment Advisors, Inc. 0.00% No change 5 $702
Breakwater Investment Management 0.00% New 5 $670
Stone House Investment Management, LLC 0.00% New 5 $670
Anfield Capital Management, LLC 0.00% New 4 $536
IMA Advisory Services, Inc. 0.00% Add +50.0% 3 $402
Northwest Capital Management Inc 0.00% Reduce -99.5% 1 $135

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